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
122988	龙头上半年业绩大增	创新药+全人源抗体+海外增长行业原因： 1、昭衍新药预计上半年归母净利润大增，主要因公司生物资产市场价格上涨叠加自身自然生长增值。7月13日，界面新闻向昭衍新药、益诺思等多家公司确认，实验猴价格在近几个月持续上涨。 2、CXO龙头药明康德Q1在手订单增长23.6%，康龙化成H1新签订单增长超过30%，验证行业景气。公司原因： 1、据2026年4月27日投资者关系活动记录表，2026年一季度公司海外实现收入5239万元，同比增长72%，占整体收入比重提升至25.18%，预计2026年全年海外收入仍将实现良好增长。 2、公司构建了覆盖肿瘤、自免、代谢等全疾病领域及单抗、ADC、小核酸、细胞基因治疗等全药物形式的模型产品组合，已服务Arrowhead、Alnylam等知名企业，契合创新药研发需求。 3、据2026年4月27日投资者关系活动记录表，子公司纽迈生物的全人源抗体平台已完成全系列模型研发，2025年产生千万级别收入，部分预研项目已成功授权给海外药企，预计2026年会有更好的收入表现。	公司是一家专业从事实验动物小鼠模型研产销的高新技术企业，上半年净利润预增46.67%至60.78%，报告期内，公司锚定国际化和创新的核心战略，一方面加快海外市场销售网络的布局和完善，另一方面持续加大研发资源投入，技术与产品的行业领先优势得到进一步巩固强化。公司依托成熟的通用底层技术体系，前瞻布局全人源抗体平台、菌群研创平台等新兴技术平台，加快推动研发成果落地转化，为公司中长期可持续增长构筑新的增长点	2026-04-30\|20.60\|-0.29\|20.83\|20.83\|20.07\|72584;2026-05-06\|20.36\|-1.17\|20.48\|20.54\|20.08\|69042;2026-05-07\|21.00\|3.14\|20.60\|21.12\|20.23\|66663;2026-05-08\|20.48\|-2.48\|21.13\|21.37\|20.35\|47910;2026-05-11\|21.80\|6.45\|20.68\|21.94\|20.30\|84093;2026-05-12\|20.89\|-4.17\|21.68\|21.77\|20.80\|65016;2026-05-13\|20.45\|-2.11\|20.58\|20.73\|20.12\|45650;2026-05-14\|20.76\|1.52\|20.44\|21.17\|20.35\|58525;2026-05-15\|21.51\|3.61\|20.76\|21.99\|20.72\|68767;2026-05-18\|21.20\|-1.44\|21.53\|21.57\|20.76\|44663;2026-05-19\|20.65\|-2.59\|21.01\|21.47\|20.35\|44098;2026-05-20\|21.35\|3.39\|20.41\|21.75\|20.36\|49066;2026-05-21\|20.83\|-2.44\|21.39\|21.90\|20.72\|49095;2026-05-22\|20.90\|0.34\|21.00\|21.15\|20.37\|32295;2026-05-25\|20.36\|-2.58\|20.89\|21.17\|19.94\|41548;2026-05-26\|20.34\|-0.10\|20.16\|20.58\|20.00\|35424;2026-05-27\|20.53\|0.93\|20.29\|21.09\|20.02\|39329;2026-05-28\|20.10\|-2.09\|20.72\|20.72\|19.89\|46897;2026-05-29\|19.39\|-3.53\|20.18\|20.45\|19.21\|52994;2026-06-01\|18.81\|-2.99\|19.20\|19.65\|18.78\|53393;2026-06-02\|18.25\|-2.98\|19.00\|19.00\|17.92\|50469;2026-06-03\|18.04\|-1.15\|18.30\|18.34\|17.87\|30638;2026-06-04\|17.34\|-3.88\|18.06\|18.06\|17.17\|45547;2026-06-05\|17.63\|1.67\|17.39\|17.80\|17.34\|40237;2026-06-08\|17.41\|-1.25\|17.05\|17.93\|17.03\|55561;2026-06-09\|17.75\|3.08\|17.37\|17.84\|17.11\|33111;2026-06-10\|17.79\|0.23\|17.40\|17.95\|17.18\|38011;2026-06-11\|17.28\|-2.87\|17.69\|17.98\|17.11\|30209;2026-06-12\|17.82\|3.12\|17.34\|17.83\|16.98\|41472;2026-06-15\|17.86\|0.22\|17.89\|17.98\|17.44\|37524;2026-06-16\|17.42\|-2.46\|17.77\|17.77\|17.31\|22966;2026-06-17\|17.79\|2.12\|17.42\|17.99\|17.26\|28311;2026-06-18\|19.13\|7.53\|17.78\|19.38\|17.47\|52522;2026-06-22\|19.48\|1.83\|19.04\|19.51\|18.14\|56977;2026-06-23\|20.52\|5.34\|19.40\|21.33\|19.21\|73307;2026-06-24\|21.18\|3.22\|20.45\|21.51\|20.45\|66037;2026-06-25\|22.41\|5.81\|21.00\|22.80\|20.33\|109766;2026-06-26\|22.80\|1.74\|22.80\|23.20\|22.26\|84757;2026-06-29\|24.08\|5.61\|22.53\|24.28\|22.34\|108361;2026-06-30\|24.20\|0.50\|23.66\|24.35\|23.41\|86065;2026-07-01\|25.77\|6.49\|24.00\|25.86\|23.06\|108797;2026-07-02\|23.60\|-8.42\|25.50\|26.33\|23.55\|133362;2026-07-03\|23.22\|-1.61\|23.99\|24.49\|22.37\|127355;2026-07-06\|23.15\|-0.30\|22.92\|24.22\|22.92\|102402;2026-07-07\|23.04\|-0.48\|22.88\|23.98\|22.62\|69008;2026-07-08\|23.27\|1.00\|22.46\|24.67\|22.46\|62734;2026-07-09\|24.23\|4.13\|23.06\|24.54\|22.79\|86773;2026-07-10\|25.46\|5.08\|23.99\|26.17\|23.60\|130231;2026-07-13\|24.28\|-4.63\|25.51\|26.07\|23.88\|109236;2026-07-14\|24.62\|1.40\|23.76\|25.18\|23.15\|85473;2026-07-15\|28.81\|17.02\|24.79\|29.54\|24.62\|240516;2026-07-16\|29.00\|0.66\|27.37\|31.00\|24.66\|274843;2026-07-17\|23.20\|-20.00\|27.40\|27.44\|23.20\|217124;2026-07-20\|22.52\|-2.93\|22.63\|24.00\|21.61\|199627;2026-07-21\|24.40\|8.35\|22.00\|24.99\|20.70\|188668;2026-07-22\|27.00\|10.66\|24.60\|28.85\|24.40\|224417;2026-07-23\|26.88\|-0.44\|26.00\|27.92\|25.66\|152056;2026-07-24\|26.20\|-2.53\|26.51\|27.00\|25.85\|77331;2026-07-27\|27.36\|4.43\|25.74\|28.69\|25.74\|130288;2026-07-28\|25.69\|-6.10\|26.85\|27.36\|25.38\|96010;2026-07-29\|25.38\|-1.21\|25.72\|26.70\|24.64\|100723;2026-07-30\|23.26\|-8.35\|25.10\|25.36\|23.10\|102135;2026-07-31\|24.15\|3.83\|23.72\|25.59\|23.38\|83377;2026-08-03\|23.39\|-3.15\|24.63\|25.25\|23.25\|81461;2026-08-04\|26.62\|13.81\|24.02\|26.68\|23.71\|147399;2026-08-05\|27.26\|2.40\|26.22\|27.53\|26.00\|109720;2026-08-06\|27.76\|1.83\|27.58\|28.50\|26.68\|95397;2026-08-07\|33.31\|19.99\|27.78\|33.31\|27.74\|158683;2026-08-10\|37.39\|12.25\|36.64\|39.97\|36.04\|353770;2026-08-11\|39.52\|5.70\|37.00\|40.80\|35.88\|348003;2026-08-12\|38.60\|-2.33\|39.44\|40.10\|37.87\|257811;2026-08-13\|40.95\|6.09\|37.50\|43.47\|37.50\|324689;2026-08-14\|40.50\|-1.10\|40.04\|41.90\|38.78\|224333;2026-08-17\|40.18\|-0.79\|39.40\|40.69\|38.51\|171479;2026-08-18\|40.00\|-0.45\|39.82\|40.48\|38.66\|132406;2026-08-19\|36.00\|-10.00\|39.60\|41.09\|35.27\|239981;2026-08-20\|36.70\|1.94\|37.55\|38.80\|35.28\|306251;2026-08-21\|34.35\|-6.40\|35.13\|35.80\|33.36\|234462;2026-08-24\|33.88\|-1.37\|35.04\|35.78\|32.82\|167689;2026-08-25\|34.49\|1.80\|32.68\|35.05\|32.40\|170836;2026-08-26\|33.16\|-3.86\|34.83\|35.80\|32.53\|121759;2026-08-27\|33.37\|0.63\|33.16\|33.57\|32.40\|100114;2026-08-28\|32.50\|-2.61\|33.01\|33.75\|31.80\|100868;2026-08-31\|31.91\|-1.82\|31.50\|32.16\|31.21\|87287;2026-09-01\|31.17\|-2.32\|31.91\|31.97\|30.50\|104866;2026-09-02\|31.12\|-0.16\|31.31\|31.95\|30.61\|96265;2026-09-03\|31.74\|1.99\|31.76\|31.85\|30.80\|87723;2026-09-04\|30.71\|-3.25\|32.20\|32.20\|30.43\|83802;2026-09-07\|31.22\|1.66\|30.66\|31.22\|30.51\|52441;2026-09-08\|32.48\|4.04\|31.31\|32.90\|30.61\|14526982;2026-09-09\|31.89\|-1.82\|32.29\|32.55\|31.30\|5446615
122987	龙头上半年业绩大增		国内重组蛋白解决方案专家、领先的mRNA应用服务商；公司整合AlphaFold等AI工具与自研机器学习系统，用于蛋白质设计、改造及表达，推动AI在生命科学领域的应用	2026-04-30\|48.48\|0.41\|47.85\|49.47\|47.80\|5829;2026-05-06\|47.68\|-1.65\|49.00\|49.00\|47.00\|6319;2026-05-07\|50.38\|5.66\|47.85\|51.88\|47.85\|15146;2026-05-08\|49.38\|-1.98\|50.76\|50.87\|49.38\|7495;2026-05-11\|53.88\|9.11\|49.35\|53.97\|49.35\|23278;2026-05-12\|51.62\|-4.19\|53.89\|54.00\|51.26\|13246;2026-05-13\|51.28\|-0.66\|52.00\|52.50\|50.70\|7592;2026-05-14\|50.88\|-0.78\|51.28\|52.00\|49.77\|10495;2026-05-15\|48.28\|-5.11\|50.80\|50.87\|47.33\|15854;2026-05-18\|48.04\|-0.50\|48.04\|48.52\|47.48\|6901;2026-05-19\|46.86\|-2.46\|47.53\|48.89\|46.39\|7550;2026-05-20\|46.82\|-0.09\|46.90\|47.22\|45.56\|6637;2026-05-21\|46.36\|-0.98\|47.08\|49.20\|46.07\|10583;2026-05-22\|46.55\|0.41\|46.44\|47.38\|46.01\|4615;2026-05-25\|44.97\|-3.39\|46.57\|47.77\|44.38\|6787;2026-05-26\|45.20\|0.51\|45.28\|45.49\|44.06\|6863;2026-05-27\|44.48\|-1.59\|45.30\|45.41\|43.80\|6719;2026-05-28\|44.00\|-1.08\|44.70\|44.77\|42.79\|4722;2026-05-29\|42.61\|-3.16\|44.20\|44.20\|42.03\|8103;2026-06-01\|42.00\|-1.43\|43.10\|43.95\|41.72\|6569;2026-06-02\|41.29\|-1.69\|42.20\|42.20\|40.38\|6782;2026-06-03\|40.50\|-1.91\|40.92\|41.20\|40.11\|5321;2026-06-04\|39.14\|-3.36\|40.07\|40.67\|39.00\|5431;2026-06-05\|39.30\|0.41\|39.19\|40.15\|38.37\|7981;2026-06-08\|38.00\|-3.31\|38.88\|39.22\|37.11\|8485;2026-06-09\|38.25\|0.66\|38.60\|38.63\|37.70\|3943;2026-06-10\|37.71\|-1.41\|38.05\|38.28\|37.22\|6400;2026-06-11\|36.65\|-2.81\|37.33\|37.98\|35.71\|8167;2026-06-12\|36.75\|0.27\|36.69\|37.05\|35.95\|7993;2026-06-15\|35.50\|-3.40\|36.84\|37.27\|35.34\|12935;2026-06-16\|35.36\|-0.39\|35.66\|35.66\|34.38\|9200;2026-06-17\|34.81\|-1.56\|35.33\|35.33\|34.62\|7436;2026-06-18\|35.98\|3.36\|35.03\|36.49\|34.37\|11859;2026-06-22\|35.34\|-1.78\|36.00\|36.00\|33.50\|10516;2026-06-23\|36.80\|4.13\|34.92\|37.97\|34.92\|14374;2026-06-24\|35.80\|-2.72\|35.70\|37.27\|35.48\|10857;2026-06-25\|35.23\|-1.59\|35.25\|35.61\|33.36\|9972;2026-06-26\|33.67\|-4.43\|34.97\|35.11\|33.59\|8426;2026-06-29\|36.25\|7.66\|34.39\|36.46\|33.30\|12739;2026-06-30\|36.00\|-0.69\|37.14\|39.44\|35.38\|16278;2026-07-01\|37.50\|4.17\|35.99\|37.86\|34.89\|14095;2026-07-02\|38.24\|1.97\|36.56\|39.99\|36.56\|17736;2026-07-03\|38.63\|1.02\|38.60\|39.29\|37.31\|12672;2026-07-06\|38.91\|0.72\|38.79\|40.54\|37.86\|17923;2026-07-07\|38.14\|-1.98\|38.41\|38.95\|37.61\|15140;2026-07-08\|36.86\|-3.36\|38.12\|38.45\|36.82\|9089;2026-07-09\|37.27\|1.11\|36.55\|37.99\|36.31\|7467;2026-07-10\|39.00\|4.64\|37.20\|39.93\|36.62\|15227;2026-07-13\|39.00\|0.00\|39.98\|42.00\|38.58\|17281;2026-07-14\|40.03\|2.64\|38.99\|40.18\|37.55\|13841;2026-07-15\|40.00\|-0.07\|39.95\|41.50\|39.13\|18261;2026-07-16\|39.93\|-0.17\|39.88\|40.87\|39.02\|11567;2026-07-17\|36.75\|-7.96\|39.76\|39.88\|36.07\|18740;2026-07-20\|36.65\|-0.27\|36.10\|38.56\|35.98\|12172;2026-07-21\|35.70\|-2.59\|36.66\|37.30\|34.10\|12115;2026-07-22\|35.62\|-0.22\|35.71\|36.95\|35.11\|8375;2026-07-23\|35.23\|-1.09\|35.69\|35.90\|34.81\|6638;2026-07-24\|34.01\|-3.46\|34.80\|35.40\|34.01\|5384;2026-07-27\|34.51\|1.47\|33.90\|35.49\|33.20\|6147;2026-07-28\|34.19\|-0.93\|34.78\|35.53\|34.13\|5469;2026-07-29\|34.76\|1.67\|34.50\|35.05\|33.93\|5859;2026-07-30\|34.55\|-0.60\|34.76\|35.63\|34.16\|6825;2026-07-31\|35.23\|1.97\|34.59\|35.68\|34.52\|6948;2026-08-03\|35.46\|0.65\|35.23\|35.71\|34.99\|5002;2026-08-04\|40.53\|14.30\|35.98\|41.56\|35.98\|30741;2026-08-05\|39.61\|-2.27\|39.73\|40.99\|38.99\|20485;2026-08-06\|38.93\|-1.72\|40.07\|40.20\|38.68\|10475;2026-08-07\|46.72\|20.01\|38.80\|46.72\|38.56\|39262;2026-08-10\|54.90\|17.51\|48.99\|56.06\|48.48\|79647;2026-08-11\|56.50\|2.91\|54.26\|62.30\|52.00\|79031;2026-08-12\|53.33\|-5.61\|56.29\|57.49\|53.08\|60178;2026-08-13\|64.00\|20.01\|52.93\|64.00\|52.01\|72828;2026-08-14\|69.58\|8.72\|63.44\|71.00\|61.20\|95619;2026-08-17\|68.43\|-1.65\|64.50\|69.20\|62.32\|76045;2026-08-18\|59.99\|-12.33\|66.94\|67.88\|59.51\|75186;2026-08-19\|56.24\|-6.25\|59.99\|62.33\|54.80\|71747;2026-08-20\|67.49\|20.00\|67.49\|67.49\|67.49\|23113;2026-08-21\|80.99\|20.00\|66.07\|80.99\|66.07\|105733;2026-08-24\|75.49\|-6.79\|77.75\|81.93\|72.99\|73540;2026-08-25\|83.52\|10.64\|74.00\|87.00\|71.00\|75776;2026-08-26\|83.99\|0.56\|81.99\|90.90\|77.95\|75974;2026-08-27\|82.65\|-1.60\|80.99\|83.99\|77.70\|69510;2026-08-28\|73.32\|-11.29\|78.00\|79.88\|73.15\|63805;2026-08-31\|68.77\|-6.21\|72.00\|72.00\|65.55\|52758;2026-09-01\|72.49\|5.41\|69.50\|73.78\|69.00\|57097;2026-09-02\|72.72\|0.32\|74.47\|76.66\|71.01\|61205;2026-09-03\|63.77\|-12.31\|70.30\|72.41\|59.82\|55067;2026-09-04\|62.15\|-2.54\|63.80\|64.80\|59.00\|44875;2026-09-07\|61.57\|-0.93\|61.00\|63.32\|60.99\|40174;2026-09-08\|71.01\|15.33\|61.00\|73.88\|59.50\|9162531;2026-09-09\|72.48\|2.07\|67.32\|75.05\|67.32\|6692911
122986	龙头上半年业绩大增		公司基于AI模型主要聚焦两个方向的研究：1）利用公司已经积累的DEL筛选项目的大量数据集，构建靶点-万亿化合物的亲和力预测模型，赋能高质量苗头化合物发现环节；2）聚焦AI分子生成和评估、高精度结合自由能计算以及AI成药性评估，结合公司搭建的高效化学合成和高通量化合物检测平台，干湿结合加速化合物优化环节，赋能新药优化环节	2026-04-30\|28.61\|2.58\|28.10\|29.00\|27.32\|255820;2026-05-06\|29.00\|1.36\|28.35\|29.24\|28.21\|241311;2026-05-07\|29.04\|0.14\|28.99\|29.67\|28.65\|204573;2026-05-08\|27.00\|-7.02\|27.40\|27.50\|26.50\|325831;2026-05-11\|27.48\|1.78\|27.27\|27.97\|25.82\|306420;2026-05-12\|29.66\|7.93\|27.20\|30.35\|26.88\|365813;2026-05-13\|29.64\|-0.07\|29.37\|29.99\|29.00\|206749;2026-05-14\|28.46\|-3.98\|29.50\|29.57\|28.17\|163064;2026-05-15\|29.90\|5.06\|28.40\|30.50\|28.33\|268563;2026-05-18\|28.10\|-6.02\|30.69\|30.69\|27.87\|298671;2026-05-19\|28.70\|2.14\|27.64\|29.56\|27.64\|171569;2026-05-20\|29.07\|1.29\|28.60\|29.79\|28.12\|181233;2026-05-21\|30.01\|3.23\|29.04\|31.16\|28.78\|326123;2026-05-22\|31.60\|5.30\|30.50\|32.34\|29.43\|339143;2026-05-25\|31.59\|-0.03\|31.19\|32.60\|30.99\|228178;2026-05-26\|33.31\|5.44\|31.28\|33.35\|30.80\|300400;2026-05-27\|31.65\|-4.98\|32.98\|33.98\|31.43\|288373;2026-05-28\|29.81\|-5.81\|31.34\|31.34\|29.35\|251636;2026-05-29\|29.63\|-0.60\|30.05\|30.88\|28.19\|254191;2026-06-01\|27.41\|-7.49\|29.58\|29.66\|27.41\|187915;2026-06-02\|27.23\|-0.66\|27.05\|28.10\|26.58\|132263;2026-06-03\|26.61\|-2.28\|27.01\|27.43\|26.38\|140378;2026-06-04\|26.47\|-0.53\|26.40\|26.86\|26.05\|98427;2026-06-05\|26.91\|1.66\|26.97\|27.91\|26.80\|134870;2026-06-08\|25.61\|-4.83\|25.80\|26.69\|25.20\|120844;2026-06-09\|26.60\|3.87\|25.78\|26.79\|25.10\|93282;2026-06-10\|26.13\|-1.77\|26.61\|27.07\|25.88\|90471;2026-06-11\|24.95\|-4.52\|25.66\|25.96\|24.70\|125649;2026-06-12\|26.11\|4.65\|25.20\|26.34\|25.11\|127130;2026-06-15\|26.22\|0.42\|25.93\|26.32\|25.72\|105505;2026-06-16\|26.29\|0.27\|26.24\|26.50\|25.71\|82942;2026-06-17\|26.44\|0.57\|26.05\|26.63\|25.80\|91323;2026-06-18\|27.53\|4.64\|26.31\|27.97\|26.02\|139143;2026-06-22\|28.65\|4.07\|27.35\|28.68\|26.00\|202011;2026-06-23\|30.74\|7.29\|28.98\|31.44\|28.66\|316383;2026-06-24\|30.78\|0.13\|30.66\|31.86\|30.17\|236296;2026-06-25\|31.61\|2.70\|30.77\|32.19\|29.72\|273683;2026-06-26\|30.50\|-3.51\|31.32\|31.88\|30.11\|167781;2026-06-29\|32.83\|7.64\|30.69\|33.45\|30.40\|309092;2026-06-30\|32.11\|-2.19\|32.50\|32.60\|31.43\|220452;2026-07-01\|33.32\|3.77\|31.81\|33.89\|30.42\|281336;2026-07-02\|31.05\|-6.81\|33.00\|34.50\|31.00\|258419;2026-07-03\|32.41\|4.38\|31.21\|33.35\|31.20\|221235;2026-07-06\|33.65\|3.83\|32.43\|34.84\|31.82\|287078;2026-07-07\|32.10\|-4.61\|33.00\|34.38\|31.90\|205748;2026-07-08\|30.66\|-4.49\|32.25\|33.00\|30.66\|191151;2026-07-09\|33.45\|9.10\|30.73\|34.34\|30.12\|272296;2026-07-10\|35.87\|7.23\|32.90\|36.90\|32.60\|338181;2026-07-13\|35.53\|-0.95\|35.87\|37.65\|34.40\|321152;2026-07-14\|35.52\|-0.03\|34.80\|36.20\|33.00\|266906;2026-07-15\|36.58\|2.98\|35.17\|38.67\|35.01\|424200;2026-07-16\|32.98\|-9.84\|35.50\|36.45\|32.64\|326406;2026-07-17\|29.70\|-9.95\|32.50\|32.59\|27.99\|362081;2026-07-20\|28.43\|-4.28\|30.18\|30.20\|27.77\|234357;2026-07-21\|28.92\|1.72\|28.23\|29.18\|25.85\|230901;2026-07-22\|28.20\|-2.49\|28.40\|30.45\|28.11\|184534;2026-07-23\|28.30\|0.35\|28.10\|30.22\|27.95\|184911;2026-07-24\|27.63\|-2.37\|28.60\|29.56\|27.40\|190504;2026-07-27\|29.66\|7.35\|27.34\|29.78\|27.22\|213606;2026-07-28\|28.26\|-4.72\|29.50\|29.78\|28.00\|138436;2026-07-29\|28.74\|1.70\|28.32\|29.15\|27.81\|119755;2026-07-30\|26.30\|-8.49\|28.34\|28.34\|26.27\|155806;2026-07-31\|27.61\|4.98\|26.90\|28.40\|26.85\|146778;2026-08-03\|26.44\|-4.24\|27.56\|28.05\|26.18\|131559;2026-08-04\|30.32\|14.67\|27.38\|30.46\|26.90\|243980;2026-08-05\|30.85\|1.75\|29.75\|31.21\|29.72\|170834;2026-08-06\|30.88\|0.10\|30.93\|31.55\|30.15\|136704;2026-08-07\|33.91\|9.81\|30.50\|34.05\|30.36\|284046;2026-08-10\|36.38\|7.28\|35.00\|38.94\|34.80\|455073;2026-08-11\|37.58\|3.30\|36.13\|38.92\|35.73\|366308;2026-08-12\|37.90\|0.85\|37.35\|39.20\|36.95\|269945;2026-08-13\|39.86\|5.17\|37.95\|41.78\|37.05\|346423;2026-08-14\|38.64\|-3.06\|39.50\|40.10\|37.49\|309656;2026-08-17\|38.39\|-0.65\|38.58\|38.80\|37.42\|217339;2026-08-18\|37.66\|-1.90\|38.20\|38.58\|37.47\|163725;2026-08-19\|35.15\|-6.66\|37.70\|37.99\|34.96\|207239;2026-08-20\|38.70\|10.10\|38.00\|40.57\|36.68\|325933;2026-08-21\|36.16\|-6.56\|37.16\|38.00\|35.66\|244741;2026-08-24\|34.68\|-4.09\|36.63\|37.25\|34.24\|162071;2026-08-25\|34.93\|0.72\|34.34\|35.53\|33.63\|190599;2026-08-26\|33.81\|-3.21\|34.88\|35.48\|33.44\|176803;2026-08-27\|33.72\|-0.27\|34.79\|35.34\|32.93\|188933;2026-08-28\|32.86\|-2.55\|33.65\|34.55\|32.81\|163504;2026-08-31\|32.24\|-1.89\|31.01\|32.34\|30.90\|169374;2026-09-01\|32.43\|0.59\|32.06\|32.91\|31.50\|139792;2026-09-02\|32.37\|-0.18\|32.47\|32.98\|31.70\|168717;2026-09-03\|32.41\|0.12\|32.40\|33.00\|31.58\|135757;2026-09-04\|31.44\|-2.99\|32.70\|32.89\|31.13\|153518;2026-09-07\|31.59\|0.48\|31.97\|32.29\|31.35\|107214;2026-09-08\|32.45\|2.72\|31.66\|32.65\|31.13\|19797185;2026-09-09\|32.95\|1.54\|31.89\|33.30\|31.72\|12947064
122985	龙头上半年业绩大增	涨停揭秘：2026年中国创新药出海BD总包达571亿美元，带动上游分离纯化耗材需求爆发；涨停缘由：国内色谱填料龙头，产品已进入恒瑞、信达等头部药企供应链；生物大分子药物放量推动高附加值填料需求增长；资金逻辑：科创板医药细分龙头获增量资金配置，Q1机构持股比例提升至23.6%，较去年末+5.2pct；风险提示：海外巨头垄断高端填料市场，公司2025年境外收入占比仅18.7%，国际化进程仍处早期	公司核心产品为应用于生物大分子药物及小分子化学药物分析检测和分离纯化的色谱柱和色谱填料	2026-04-30\|19.47\|-2.31\|19.75\|19.93\|19.42\|28890;2026-05-06\|19.57\|0.51\|19.74\|19.85\|19.40\|37687;2026-05-07\|19.87\|1.53\|19.57\|19.95\|19.45\|43378;2026-05-08\|19.81\|-0.30\|19.88\|20.30\|19.50\|39934;2026-05-11\|19.56\|-1.26\|19.68\|19.90\|19.06\|48223;2026-05-12\|19.64\|0.41\|19.50\|19.75\|19.37\|50955;2026-05-13\|20.49\|4.33\|19.63\|20.74\|19.40\|63754;2026-05-14\|19.90\|-2.88\|20.49\|20.55\|19.87\|45009;2026-05-15\|19.66\|-1.21\|19.88\|20.63\|19.48\|45436;2026-05-18\|19.48\|-0.92\|19.60\|19.88\|19.29\|28678;2026-05-19\|19.49\|0.05\|19.40\|19.55\|19.05\|29148;2026-05-20\|20.04\|2.82\|19.47\|20.37\|19.22\|46116;2026-05-21\|19.29\|-3.74\|19.76\|20.40\|19.24\|46162;2026-05-22\|19.99\|3.63\|19.26\|20.08\|19.14\|38366;2026-05-25\|19.50\|-2.45\|20.09\|20.18\|19.31\|33326;2026-05-26\|19.01\|-2.51\|19.50\|19.60\|18.50\|39929;2026-05-27\|19.58\|3.00\|18.90\|20.20\|18.73\|60177;2026-05-28\|19.24\|-1.74\|19.58\|19.95\|18.85\|30093;2026-05-29\|18.48\|-3.95\|18.98\|19.35\|18.24\|42467;2026-06-01\|18.30\|-0.97\|18.48\|18.97\|18.13\|29652;2026-06-02\|18.28\|-0.11\|18.29\|18.58\|17.81\|26469;2026-06-03\|17.78\|-2.74\|18.39\|18.39\|17.65\|21708;2026-06-04\|17.39\|-2.19\|17.83\|18.00\|17.01\|23336;2026-06-05\|17.40\|0.06\|17.60\|17.65\|17.20\|19399;2026-06-08\|16.60\|-4.60\|17.00\|17.13\|16.31\|34130;2026-06-09\|17.22\|3.73\|16.96\|17.30\|16.39\|22183;2026-06-10\|17.70\|2.79\|17.20\|17.73\|16.90\|28635;2026-06-11\|19.01\|7.40\|17.65\|19.18\|17.38\|69199;2026-06-12\|19.85\|4.42\|19.20\|20.04\|19.05\|105898;2026-06-15\|20.28\|2.17\|19.66\|20.38\|19.20\|78670;2026-06-16\|20.39\|0.54\|20.08\|20.79\|20.07\|68795;2026-06-17\|20.04\|-1.72\|20.33\|20.50\|19.93\|46579;2026-06-18\|19.91\|-0.65\|20.19\|20.29\|19.79\|46130;2026-06-22\|19.28\|-3.16\|19.75\|19.89\|18.66\|50622;2026-06-23\|19.45\|0.88\|19.01\|19.84\|18.95\|36329;2026-06-24\|19.66\|1.08\|19.20\|20.18\|18.89\|47401;2026-06-25\|19.60\|-0.31\|19.67\|20.28\|19.33\|69358;2026-06-26\|19.20\|-2.04\|19.50\|19.77\|18.92\|47486;2026-06-29\|21.63\|12.66\|19.20\|21.67\|18.94\|124437;2026-06-30\|22.01\|1.76\|21.60\|22.01\|21.04\|86667;2026-07-01\|22.88\|3.95\|21.91\|22.97\|21.02\|104418;2026-07-02\|21.78\|-4.81\|22.66\|22.87\|21.60\|95535;2026-07-03\|21.86\|0.37\|21.77\|22.22\|21.34\|83000;2026-07-06\|21.63\|-1.05\|22.00\|23.30\|21.63\|81535;2026-07-07\|21.02\|-2.82\|21.41\|22.04\|20.92\|51315;2026-07-08\|19.90\|-5.33\|21.00\|21.10\|19.82\|53497;2026-07-09\|20.45\|2.76\|19.83\|20.67\|19.20\|49640;2026-07-10\|21.22\|3.77\|20.21\|21.79\|19.97\|85213;2026-07-13\|22.55\|6.27\|21.19\|23.33\|21.03\|146628;2026-07-14\|23.06\|2.26\|22.36\|23.06\|21.10\|143944;2026-07-15\|23.10\|0.17\|23.24\|24.67\|22.65\|125735;2026-07-16\|22.68\|-1.82\|22.88\|23.29\|22.13\|94814;2026-07-17\|23.56\|3.88\|23.00\|23.81\|20.31\|159991;2026-07-20\|24.80\|5.26\|23.25\|25.78\|22.95\|185877;2026-07-21\|25.48\|2.74\|24.96\|25.54\|22.61\|185922;2026-07-22\|25.97\|2.20\|25.00\|27.28\|24.74\|159839;2026-07-23\|26.92\|3.66\|25.71\|28.59\|25.69\|171449;2026-07-24\|24.83\|-7.76\|26.38\|26.41\|24.40\|148920;2026-07-27\|25.07\|0.97\|24.58\|25.58\|24.11\|97130;2026-07-28\|23.28\|-7.14\|24.00\|24.54\|23.11\|128537;2026-07-29\|24.27\|4.25\|23.45\|24.50\|23.05\|113312;2026-07-30\|23.00\|-5.23\|24.02\|24.24\|22.38\|91656;2026-07-31\|22.15\|-3.70\|23.45\|23.85\|22.08\|85690;2026-08-03\|23.01\|3.88\|22.23\|25.07\|21.90\|141112;2026-08-04\|26.39\|14.69\|23.50\|26.39\|23.20\|139396;2026-08-05\|26.16\|-0.87\|25.90\|26.96\|25.77\|86837;2026-08-06\|26.30\|0.54\|27.38\|27.90\|26.11\|125520;2026-08-07\|28.97\|10.15\|26.27\|29.29\|25.63\|174938;2026-08-10\|29.65\|2.35\|29.70\|31.09\|28.61\|205818;2026-08-11\|28.14\|-5.09\|29.37\|29.78\|27.80\|165652;2026-08-12\|28.01\|-0.46\|27.80\|28.99\|27.66\|123868;2026-08-13\|30.18\|7.75\|27.99\|31.97\|27.77\|193475;2026-08-14\|29.40\|-2.58\|30.18\|30.56\|28.73\|112050;2026-08-17\|29.20\|-0.68\|28.94\|29.50\|28.41\|91030;2026-08-18\|28.65\|-1.88\|28.91\|29.68\|28.33\|81462;2026-08-19\|26.92\|-6.04\|28.37\|28.37\|26.75\|121112;2026-08-20\|29.30\|8.84\|28.99\|29.80\|27.25\|176287;2026-08-21\|27.33\|-6.72\|28.15\|28.80\|26.51\|145059;2026-08-24\|26.55\|-2.85\|27.53\|27.93\|26.00\|110899;2026-08-25\|26.35\|-0.75\|25.81\|26.55\|25.55\|82062;2026-08-26\|27.16\|3.07\|26.51\|27.41\|25.95\|102207;2026-08-27\|26.55\|-2.25\|26.99\|27.28\|26.06\|82926;2026-08-28\|27.08\|2.00\|26.96\|28.33\|26.63\|123359;2026-08-31\|27.81\|2.70\|26.05\|27.99\|25.52\|119557;2026-09-01\|27.37\|-1.58\|27.58\|28.08\|26.96\|70459;2026-09-02\|27.37\|0.00\|27.70\|28.87\|27.30\|101085;2026-09-03\|27.45\|0.29\|27.40\|28.33\|26.51\|84851;2026-09-04\|26.40\|-3.83\|27.68\|28.40\|26.20\|90704;2026-09-07\|26.18\|-0.83\|26.28\|26.59\|25.60\|73091;2026-09-08\|28.32\|8.17\|26.18\|28.67\|25.96\|12574405;2026-09-09\|28.64\|1.13\|28.40\|29.08\|27.62\|4737803
122984	龙头上半年业绩大增		公司专业提供重组蛋白等关键生物试剂产品及技术服务，应用于肿瘤、自身免疫疾病、心血管病、传染病等疾病的药物早期发现及验证、药物筛选及优化等环节	2026-04-30\|44.70\|-1.74\|45.21\|45.70\|44.46\|24954;2026-05-06\|44.63\|-0.16\|44.70\|45.30\|44.21\|32800;2026-05-07\|44.93\|0.67\|44.77\|45.18\|44.37\|25900;2026-05-08\|45.99\|2.36\|44.95\|46.97\|44.47\|49479;2026-05-11\|46.26\|0.59\|45.95\|46.56\|44.44\|49648;2026-05-12\|44.47\|-3.87\|45.92\|45.94\|44.40\|43330;2026-05-13\|43.73\|-1.66\|44.30\|44.40\|43.52\|37218;2026-05-14\|44.67\|2.15\|43.72\|45.65\|42.80\|55939;2026-05-15\|44.90\|0.51\|44.60\|46.10\|43.78\|47550;2026-05-18\|43.39\|-3.36\|45.27\|45.27\|42.99\|36188;2026-05-19\|44.27\|2.03\|43.35\|44.59\|43.35\|30659;2026-05-20\|43.95\|-0.72\|44.09\|44.99\|43.66\|25425;2026-05-21\|42.80\|-2.62\|43.91\|45.14\|42.80\|33463;2026-05-22\|42.45\|-0.82\|43.20\|43.48\|41.91\|20114;2026-05-25\|42.20\|-0.59\|42.68\|42.84\|41.59\|17957;2026-05-26\|41.60\|-1.42\|41.96\|42.08\|40.94\|22397;2026-05-27\|41.79\|0.46\|41.70\|42.89\|41.18\|25504;2026-05-28\|41.07\|-1.72\|41.99\|41.99\|40.31\|20617;2026-05-29\|40.55\|-1.27\|41.40\|41.88\|40.21\|27930;2026-06-01\|40.08\|-1.16\|40.48\|41.20\|39.87\|21580;2026-06-02\|39.67\|-1.02\|39.99\|40.08\|39.16\|18931;2026-06-03\|38.70\|-2.45\|39.50\|39.57\|38.46\|19265;2026-06-04\|37.39\|-3.38\|38.79\|38.79\|37.03\|27454;2026-06-05\|38.10\|1.90\|37.85\|38.99\|37.61\|26748;2026-06-08\|36.47\|-4.28\|37.12\|38.09\|35.87\|27584;2026-06-09\|37.03\|1.54\|36.44\|37.28\|36.22\|14659;2026-06-10\|37.55\|1.40\|36.80\|37.77\|36.62\|19466;2026-06-11\|36.61\|-0.92\|36.81\|37.22\|36.05\|16978;2026-06-12\|37.16\|1.50\|36.70\|37.66\|36.60\|29508;2026-06-15\|37.45\|0.78\|37.09\|37.53\|37.00\|20426;2026-06-16\|38.12\|1.79\|37.45\|38.15\|37.07\|20431;2026-06-17\|38.54\|1.10\|38.23\|38.73\|37.41\|24538;2026-06-18\|40.39\|4.80\|38.50\|41.47\|38.07\|47312;2026-06-22\|40.13\|-0.64\|40.00\|40.15\|37.91\|43769;2026-06-23\|41.41\|3.19\|39.80\|41.99\|39.73\|52238;2026-06-24\|44.57\|7.63\|41.06\|45.30\|40.78\|83570;2026-06-25\|45.02\|1.01\|44.32\|45.60\|41.41\|78803;2026-06-26\|43.72\|-2.89\|44.16\|46.35\|43.72\|54637;2026-06-29\|47.75\|9.22\|43.72\|48.50\|43.11\|100953;2026-06-30\|48.00\|0.52\|47.78\|48.78\|46.70\|69963;2026-07-01\|49.10\|2.29\|47.50\|49.50\|45.74\|69603;2026-07-02\|47.41\|-3.44\|48.07\|49.86\|47.36\|51184;2026-07-03\|48.89\|3.12\|48.15\|49.49\|47.80\|56272;2026-07-06\|49.60\|1.45\|49.00\|51.68\|48.62\|65192;2026-07-07\|48.80\|-1.61\|49.59\|51.30\|48.71\|53044;2026-07-08\|47.25\|-3.18\|49.00\|49.37\|47.00\|52755;2026-07-09\|48.05\|1.69\|47.01\|49.98\|46.50\|51577;2026-07-10\|50.60\|5.31\|47.70\|52.30\|47.09\|72599;2026-07-13\|50.23\|-0.73\|50.50\|51.29\|49.48\|58796;2026-07-14\|53.31\|6.13\|50.22\|54.47\|49.36\|100530;2026-07-15\|53.88\|1.07\|52.78\|56.75\|52.23\|127798;2026-07-16\|53.71\|-0.32\|53.15\|54.87\|51.64\|76455;2026-07-17\|48.35\|-9.98\|52.65\|52.90\|47.21\|96198;2026-07-20\|52.56\|8.71\|47.94\|53.75\|47.94\|95362;2026-07-21\|51.80\|-1.45\|52.57\|52.83\|48.80\|72778;2026-07-22\|53.25\|2.80\|51.03\|55.61\|51.01\|88859;2026-07-23\|52.60\|-1.22\|52.93\|53.74\|51.32\|52151;2026-07-24\|52.22\|-0.72\|52.30\|54.00\|51.33\|50352;2026-07-27\|53.46\|2.37\|52.22\|55.00\|51.30\|53567;2026-07-28\|52.18\|-2.39\|53.50\|53.89\|51.36\|44027;2026-07-29\|50.65\|-2.93\|52.49\|53.42\|49.80\|48003;2026-07-30\|47.52\|-6.18\|50.13\|50.59\|47.39\|51352;2026-07-31\|48.38\|1.81\|48.47\|49.66\|47.77\|38787;2026-08-03\|45.00\|-6.99\|47.90\|49.77\|44.35\|62874;2026-08-04\|52.30\|16.22\|45.51\|53.88\|45.51\|112818;2026-08-05\|53.99\|3.23\|52.11\|55.00\|51.68\|54109;2026-08-06\|53.96\|-0.06\|53.72\|56.18\|53.30\|61480;2026-08-07\|64.75\|20.00\|53.96\|64.75\|53.35\|148874;2026-08-10\|77.70\|20.00\|76.88\|77.70\|71.58\|295610;2026-08-11\|82.30\|5.92\|79.09\|88.88\|76.37\|345383;2026-08-12\|82.20\|-0.12\|79.90\|85.61\|79.90\|207768;2026-08-13\|88.21\|7.31\|82.44\|94.00\|81.00\|248159;2026-08-14\|90.21\|2.27\|87.00\|91.50\|85.55\|210585;2026-08-17\|95.88\|6.29\|89.00\|95.88\|86.51\|199895;2026-08-18\|91.45\|-4.62\|92.50\|94.77\|88.91\|207139;2026-08-19\|85.75\|-6.23\|91.79\|92.50\|83.20\|222217;2026-08-20\|96.66\|12.72\|92.00\|102.79\|89.27\|331231;2026-08-21\|98.92\|2.34\|96.00\|100.97\|91.78\|271970;2026-08-24\|92.63\|-6.36\|98.90\|102.18\|91.19\|186938;2026-08-25\|92.00\|-0.68\|93.00\|94.01\|89.00\|156338;2026-08-26\|88.30\|-4.02\|93.66\|95.66\|85.00\|149496;2026-08-27\|86.09\|-2.50\|87.44\|87.44\|84.00\|115756;2026-08-28\|82.50\|-4.17\|85.93\|86.08\|81.23\|122575;2026-08-31\|76.55\|-7.21\|80.00\|80.03\|72.79\|141578;2026-09-01\|79.59\|3.97\|77.05\|80.80\|74.53\|135763;2026-09-02\|84.65\|6.36\|80.60\|86.45\|78.39\|194832;2026-09-03\|85.56\|1.07\|83.62\|90.25\|83.10\|133444;2026-09-04\|81.71\|-4.50\|84.50\|86.99\|80.96\|102491;2026-09-07\|81.78\|0.09\|82.42\|83.73\|80.58\|60198;2026-09-08\|92.50\|13.11\|82.78\|92.62\|80.60\|151518;2026-09-09\|89.86\|-2.85\|90.12\|90.98\|87.50\|79140
122983	龙头上半年业绩大增	中成药集采+中药全产业链行业原因：湘财证券6月21日研报指出，第二批全国中药饮片集采及第四批全国中成药集采两大中药集采落地，长期有助于头部企业提升市占率，行业竞争格局加速重塑。同时，药店、渠道库存经过近两年消化有所改善、内需政策发力预期增强，有望带动终端动销回暖。公司原因： 1、据2026年5月13日互动易，公司核心产品注射用血塞通、注射用双黄连等14个品规中选全国中成药集采，覆盖心脑血管、抗病毒等领域，锁定全国4.2万余家医疗机构基础采购量。 2、据2025年年度报告，公司业务覆盖中药研发、生产、销售及中药材全产业链，形成了涵盖心脑血管、抗病毒、呼吸系统等领域的产品矩阵，全资子公司亳州中药材商品交易中心深化产地直采模式。 3、据2026年6月24日互动易，公司控股股东质押股份未出现强制平仓情形；且公司在股价异常波动后核查确认，公司经营秩序、外部市场环境均正常，未发生应披露而未披露的重大事项。	公司拥有小儿热速清糖浆，可用于小儿外感风热所致的感冒	2026-04-30\|7.08\|6.15\|6.58\|7.28\|6.55\|457238;2026-05-06\|7.21\|1.84\|7.15\|7.25\|7.01\|202031;2026-05-07\|7.09\|-1.66\|7.21\|7.22\|7.06\|128320;2026-05-08\|7.26\|2.40\|7.16\|7.35\|7.12\|154238;2026-05-11\|7.29\|0.41\|7.24\|7.43\|7.21\|149284;2026-05-12\|7.23\|-0.82\|7.26\|7.32\|7.02\|233514;2026-05-13\|7.38\|2.07\|7.21\|7.61\|7.20\|193740;2026-05-14\|7.26\|-1.63\|7.33\|7.40\|7.12\|199210;2026-05-15\|7.28\|0.28\|7.24\|7.38\|7.19\|149001;2026-05-18\|7.29\|0.14\|7.34\|7.44\|7.21\|112687;2026-05-19\|7.28\|-0.14\|7.28\|7.35\|7.17\|89164;2026-05-20\|7.67\|5.36\|7.28\|7.69\|7.23\|337905;2026-05-21\|7.57\|-1.30\|7.65\|7.85\|7.50\|257979;2026-05-22\|7.66\|1.19\|7.56\|7.73\|7.46\|253458;2026-05-25\|7.91\|3.26\|7.66\|8.00\|7.65\|269594;2026-05-26\|7.88\|-0.38\|7.91\|8.00\|7.69\|209779;2026-05-27\|7.45\|-5.46\|7.84\|7.91\|7.38\|197436;2026-05-28\|7.38\|-0.94\|7.38\|7.52\|7.34\|96315;2026-05-29\|7.15\|-3.12\|7.37\|7.42\|7.12\|131926;2026-06-01\|7.19\|0.56\|7.11\|7.25\|6.94\|79229;2026-06-02\|6.91\|-3.89\|7.18\|7.20\|6.80\|132327;2026-06-03\|6.78\|-1.88\|6.85\|6.90\|6.72\|74880;2026-06-04\|6.67\|-1.62\|6.77\|6.94\|6.65\|114973;2026-06-05\|7.00\|4.95\|6.71\|7.09\|6.71\|186181;2026-06-08\|6.61\|-5.57\|6.91\|7.05\|6.58\|159671;2026-06-09\|6.67\|0.91\|6.61\|6.75\|6.48\|103108;2026-06-10\|6.52\|-2.25\|6.65\|6.67\|6.47\|80077;2026-06-11\|5.95\|-8.74\|6.48\|6.54\|5.87\|237562;2026-06-12\|6.00\|0.84\|5.90\|6.00\|5.67\|230582;2026-06-15\|5.92\|-1.33\|5.94\|6.23\|5.86\|147829;2026-06-16\|5.48\|-7.43\|5.89\|5.91\|5.39\|334643;2026-06-17\|5.08\|-7.30\|5.43\|5.45\|5.05\|379904;2026-06-18\|4.68\|-7.87\|5.16\|5.16\|4.65\|613751;2026-06-22\|4.96\|5.98\|4.74\|5.00\|4.43\|591526;2026-06-23\|4.79\|-3.43\|5.00\|5.08\|4.79\|570100;2026-06-24\|4.56\|-4.80\|4.90\|5.16\|4.55\|487502;2026-06-25\|4.54\|-0.44\|4.79\|4.92\|4.51\|539268;2026-06-26\|4.28\|-5.73\|4.55\|4.56\|4.24\|374706;2026-06-29\|4.46\|4.21\|4.33\|4.58\|4.21\|451375;2026-06-30\|4.38\|-1.79\|4.47\|4.64\|4.35\|408272;2026-07-01\|4.82\|10.05\|4.44\|4.82\|4.37\|330052;2026-07-02\|4.76\|-1.24\|4.82\|5.04\|4.73\|524134;2026-07-03\|4.79\|0.63\|4.80\|4.98\|4.67\|363616;2026-07-06\|4.77\|-0.42\|4.74\|4.90\|4.71\|293713;2026-07-07\|4.65\|-2.52\|4.76\|4.83\|4.57\|279524;2026-07-08\|4.67\|0.43\|4.66\|4.76\|4.55\|266031;2026-07-09\|4.62\|-1.07\|4.67\|4.76\|4.55\|253053;2026-07-10\|4.78\|3.46\|4.57\|4.88\|4.47\|316060;2026-07-13\|4.87\|1.88\|4.77\|4.95\|4.77\|445066;2026-07-14\|4.82\|-1.03\|4.80\|4.89\|4.61\|313757;2026-07-15\|4.98\|3.32\|4.75\|5.10\|4.75\|522725;2026-07-16\|5.48\|10.04\|4.92\|5.48\|4.87\|462683;2026-07-17\|6.03\|10.04\|5.70\|6.03\|5.56\|1044793;2026-07-20\|5.75\|-4.64\|5.46\|6.00\|5.43\|1017656;2026-07-21\|6.17\|7.30\|5.57\|6.23\|5.29\|1050251;2026-07-22\|5.91\|-4.21\|5.89\|6.25\|5.70\|947184;2026-07-23\|6.50\|9.98\|5.72\|6.50\|5.58\|1076439;2026-07-24\|5.85\|-10.00\|6.60\|6.70\|5.85\|1021463;2026-07-27\|6.44\|10.09\|5.49\|6.44\|5.42\|958011;2026-07-28\|6.88\|6.83\|6.33\|7.08\|6.33\|1672669;2026-07-29\|6.38\|-7.27\|6.68\|6.95\|6.20\|1253926;2026-07-30\|6.07\|-4.86\|6.45\|6.72\|6.01\|958122;2026-07-31\|6.17\|1.65\|5.76\|6.25\|5.76\|756866;2026-08-03\|6.06\|-1.78\|6.17\|6.25\|6.01\|459995;2026-08-04\|6.67\|10.07\|6.12\|6.67\|6.11\|672569;2026-08-05\|6.60\|-1.05\|6.81\|6.82\|6.51\|886444;2026-08-06\|6.44\|-2.42\|6.59\|6.77\|6.30\|870472;2026-08-07\|7.08\|9.94\|6.32\|7.08\|6.28\|1324173;2026-08-10\|7.06\|-0.28\|7.08\|7.40\|7.00\|1453647;2026-08-11\|6.92\|-1.98\|6.91\|7.08\|6.81\|826701;2026-08-12\|6.88\|-0.58\|6.82\|7.23\|6.72\|811104;2026-08-13\|7.01\|1.89\|6.75\|7.20\|6.65\|1022112;2026-08-14\|6.62\|-5.56\|6.81\|6.95\|6.52\|695538;2026-08-17\|6.62\|0.00\|6.56\|6.64\|6.12\|695258;2026-08-18\|6.24\|-5.74\|6.50\|6.60\|6.23\|561079;2026-08-19\|5.84\|-6.41\|6.18\|6.34\|5.71\|516041;2026-08-20\|6.21\|6.34\|6.03\|6.42\|5.90\|826596;2026-08-21\|5.64\|-9.18\|6.00\|6.02\|5.63\|612198;2026-08-24\|5.32\|-5.67\|5.65\|5.67\|5.25\|418631;2026-08-25\|5.61\|5.45\|5.31\|5.65\|5.22\|441666;2026-08-26\|5.67\|1.07\|5.50\|5.95\|5.50\|469472;2026-08-27\|5.86\|3.35\|5.63\|5.99\|5.62\|487799;2026-08-28\|5.82\|-0.68\|5.86\|5.99\|5.72\|344788;2026-08-31\|5.67\|-2.58\|5.71\|5.77\|5.58\|313155;2026-09-01\|5.73\|1.06\|5.68\|5.78\|5.58\|286469;2026-09-02\|5.69\|-0.70\|5.70\|5.73\|5.61\|244016;2026-09-03\|5.60\|-1.58\|5.67\|5.72\|5.54\|195232;2026-09-04\|5.52\|-1.43\|5.63\|5.67\|5.50\|205491;2026-09-07\|5.58\|1.09\|5.50\|5.63\|5.50\|215724;2026-09-08\|5.69\|1.97\|5.59\|5.70\|5.52\|214414;2026-09-09\|5.60\|-1.58\|5.65\|5.68\|5.57\|104285
122982	龙头上半年业绩大增	CXO概念+生物试剂+一季报增长行业原因：行业龙头药明康德8月3日晚公告全面上调2026年全年业绩指引，预计整体收入上调至585亿至605亿元，持续经营业务收入同比增速上调至35%至39%。公司原因： 1、据2026年5月18日公告，公司CRO服务主要分为重组表达服务、抗体开发服务及生物安全检测等检测类服务，近两年CRO服务业务持续增长，公司将采取试剂和服务并重的发展战略。 2、据2025年半年度报告及2025年年度报告，公司拥有数万种生物试剂品种，涵盖基因、蛋白、抗体、试剂盒、培养基等多个品类，产品行销全球90多个国家和地区，累计客户数量超过12,000个，是国内生物试剂行业重要代表性企业。 3、据2026年4月29日公告，公司2026年一季度营收1.83亿元，同比增长18.11%；归母净利润3214.78万元，同比增长42.02%。	公司携手Ainnocence搭建AI驱动抗体亲和力成熟平台，结合公司高通量重组抗体表达生产平台，提升抗体开发CRO服务能力	2026-04-30\|71.05\|0.16\|71.01\|71.25\|70.27\|6930;2026-05-06\|71.10\|0.07\|71.49\|72.94\|70.82\|17005;2026-05-07\|71.33\|0.32\|71.39\|71.63\|70.80\|9507;2026-05-08\|72.19\|1.21\|71.11\|72.84\|71.05\|9633;2026-05-11\|73.83\|2.27\|72.60\|74.39\|71.46\|19348;2026-05-12\|73.10\|-0.99\|73.80\|74.65\|72.65\|14552;2026-05-13\|72.12\|-1.34\|73.07\|73.09\|71.89\|10919;2026-05-14\|70.20\|-2.66\|72.02\|72.14\|69.97\|13791;2026-05-15\|69.07\|0.10\|69.01\|70.35\|68.68\|9079;2026-05-18\|68.20\|-1.26\|69.51\|69.51\|67.70\|8386;2026-05-19\|68.40\|0.29\|67.65\|68.94\|67.65\|6143;2026-05-20\|67.72\|-0.99\|68.29\|68.50\|66.96\|7211;2026-05-21\|66.90\|-1.21\|67.54\|68.89\|66.90\|8523;2026-05-22\|66.80\|-0.15\|66.72\|67.11\|66.01\|8473;2026-05-25\|66.21\|-0.88\|66.75\|67.29\|65.60\|9669;2026-05-26\|65.40\|-1.22\|66.11\|66.11\|64.95\|7365;2026-05-27\|64.85\|-0.84\|65.02\|65.53\|64.00\|6773;2026-05-28\|63.11\|-2.68\|64.25\|64.61\|61.97\|9920;2026-05-29\|63.25\|0.22\|62.96\|64.00\|62.36\|7474;2026-06-01\|63.70\|0.71\|62.64\|64.26\|62.58\|9730;2026-06-02\|65.70\|3.14\|63.80\|66.62\|63.77\|13848;2026-06-03\|62.93\|-4.22\|65.10\|65.10\|62.80\|12451;2026-06-04\|60.77\|-3.43\|62.93\|63.09\|60.71\|9633;2026-06-05\|61.16\|0.64\|61.29\|61.97\|60.69\|7266;2026-06-08\|59.85\|-2.14\|60.10\|61.28\|59.00\|6921;2026-06-09\|60.15\|0.50\|60.04\|60.70\|59.64\|4659;2026-06-10\|59.90\|-0.42\|60.30\|60.30\|59.09\|4626;2026-06-11\|59.20\|-1.17\|59.92\|59.92\|58.53\|6075;2026-06-12\|60.12\|1.55\|59.35\|60.16\|58.81\|7109;2026-06-15\|60.20\|0.13\|60.12\|60.92\|59.83\|6778;2026-06-16\|59.42\|-1.30\|59.95\|60.01\|58.90\|6369;2026-06-17\|59.54\|0.20\|59.00\|59.88\|58.85\|6258;2026-06-18\|60.59\|1.76\|59.54\|61.46\|58.72\|9923;2026-06-22\|60.37\|-0.36\|59.68\|60.58\|58.05\|11023;2026-06-23\|63.00\|4.36\|60.07\|64.19\|60.00\|16630;2026-06-24\|62.47\|-0.84\|62.64\|63.78\|62.00\|14711;2026-06-25\|62.15\|-0.51\|62.00\|62.80\|59.60\|13268;2026-06-26\|60.64\|-2.43\|61.73\|63.50\|60.60\|10094;2026-06-29\|64.74\|6.76\|60.64\|65.20\|59.43\|20525;2026-06-30\|64.56\|-0.28\|63.93\|64.80\|63.20\|15179;2026-07-01\|68.17\|5.59\|64.30\|68.85\|63.60\|26883;2026-07-02\|68.01\|-0.23\|67.84\|69.40\|67.40\|22815;2026-07-03\|69.69\|2.47\|68.58\|70.28\|67.43\|20744;2026-07-06\|70.08\|0.56\|69.69\|71.33\|69.29\|23077;2026-07-07\|67.55\|-3.61\|69.48\|69.79\|67.47\|15809;2026-07-08\|68.25\|1.04\|67.54\|69.83\|67.00\|15531;2026-07-09\|68.74\|0.72\|67.54\|69.66\|67.07\|14752;2026-07-10\|70.07\|1.93\|68.27\|71.28\|67.53\|25443;2026-07-13\|70.66\|0.84\|70.09\|72.49\|69.73\|26200;2026-07-14\|72.50\|2.60\|70.33\|72.80\|69.38\|25463;2026-07-15\|73.06\|0.77\|71.81\|77.48\|71.58\|51382;2026-07-16\|75.22\|2.96\|72.50\|76.68\|71.38\|46982;2026-07-17\|69.76\|-7.26\|74.46\|76.00\|69.50\|43589;2026-07-20\|71.50\|2.49\|69.08\|71.92\|68.60\|32729;2026-07-21\|70.36\|-1.59\|70.68\|71.20\|68.00\|28249;2026-07-22\|72.16\|2.56\|69.59\|72.72\|69.50\|29798;2026-07-23\|70.88\|-1.77\|71.62\|71.85\|69.31\|20734;2026-07-24\|68.30\|-3.64\|70.50\|71.44\|68.18\|16362;2026-07-27\|69.00\|1.02\|67.99\|70.39\|67.67\|15760;2026-07-28\|67.74\|-1.83\|68.80\|69.39\|67.23\|13099;2026-07-29\|68.73\|1.46\|67.96\|70.34\|67.81\|16799;2026-07-30\|67.02\|-2.49\|68.19\|69.29\|66.62\|14734;2026-07-31\|67.50\|0.72\|67.33\|68.57\|66.98\|11988;2026-08-03\|69.65\|3.19\|67.70\|71.17\|67.46\|23040;2026-08-04\|83.58\|20.00\|70.01\|83.58\|70.01\|102546;2026-08-05\|90.60\|8.40\|87.70\|95.00\|86.11\|142678;2026-08-06\|89.90\|-0.77\|91.23\|92.10\|87.00\|84901;2026-08-07\|107.88\|20.00\|88.85\|107.88\|88.21\|138727;2026-08-10\|113.61\|5.31\|119.25\|129.39\|113.00\|192539;2026-08-11\|118.98\|4.73\|113.62\|126.98\|111.35\|147561;2026-08-12\|116.30\|-2.25\|116.38\|122.66\|115.00\|109520;2026-08-13\|120.00\|3.18\|114.89\|128.62\|113.00\|154435;2026-08-14\|130.15\|8.46\|120.00\|132.88\|116.80\|144250;2026-08-17\|139.49\|7.18\|123.65\|139.49\|121.13\|133929;2026-08-18\|121.31\|-13.03\|138.00\|138.06\|118.00\|150192;2026-08-19\|111.88\|-7.77\|120.00\|121.00\|107.88\|142087;2026-08-20\|131.51\|17.55\|119.00\|134.26\|112.10\|210248;2026-08-21\|118.80\|-9.66\|124.31\|130.00\|117.02\|169421;2026-08-24\|110.33\|-7.13\|120.93\|121.80\|108.39\|115125;2026-08-25\|112.30\|1.79\|109.86\|114.62\|106.66\|101196;2026-08-26\|107.23\|-4.51\|113.00\|114.99\|105.21\|91654;2026-08-27\|105.90\|-1.24\|104.00\|106.76\|103.40\|72324;2026-08-28\|101.91\|-3.77\|104.37\|104.98\|101.31\|64535;2026-08-31\|97.76\|-4.07\|98.00\|99.76\|96.00\|68753;2026-09-01\|96.59\|-1.20\|97.53\|98.20\|95.72\|52248;2026-09-02\|94.57\|-2.09\|97.64\|98.20\|94.00\|52825;2026-09-03\|94.66\|0.10\|96.27\|96.27\|92.69\|41531;2026-09-04\|91.94\|-2.87\|94.76\|95.27\|91.30\|37056;2026-09-07\|93.31\|1.49\|91.52\|93.77\|91.40\|41040;2026-09-08\|99.63\|6.77\|93.17\|104.00\|91.28\|115026;2026-09-09\|101.00\|1.38\|98.00\|102.62\|95.82\|61216
122981	龙头上半年业绩大增	AI医疗+三代测序+基因检测行业原因：据国元国际7月22日研报，国内AI商业化进程加速，月之暗面发布2.8万亿参数开源模型Kimi K3，7月15日网信办发布7款手机端侧生成式AI服务备案信息，应用端价值有望重估。公司原因： 1、据2026年4月29日年报，公司正式发布GENOisi™智能体，构建“智能化数据中心、智能化实验室管理中心、智能化AI应用中心”三位一体架构，全面支撑临床医生在疾病预测、症状解析、辅助诊断等环节的智能决策需求。 2、据2026年4月29日年报，公司率先实现二代高通量测序与三代HiFi测序技术协同应用，攻克传统检测方法难以区分的医学难题，相关设备已于2025年获得国家第三类医疗器械注册证。 3、据2026年4月29日年报，公司是国内生育健康基因检测领域的领军企业，依托自主可控的测序技术平台，构建了覆盖出生缺陷三级预防及罕见病诊断的完整产品生态。	公司自主研发了 NLPearl 遗传疾病人工智能临床决策支持系统、CNVisi 智能报告解读系统，为科研和临床工作者提供智能决策支持	2026-04-30\|9.99\|0.71\|9.90\|10.04\|9.82\|48856;2026-05-06\|10.00\|0.10\|9.99\|10.13\|9.93\|64842;2026-05-07\|9.99\|-0.10\|10.01\|10.05\|9.92\|53554;2026-05-08\|10.99\|10.01\|10.06\|10.99\|10.06\|216555;2026-05-11\|11.41\|3.82\|10.97\|12.09\|10.66\|432914;2026-05-12\|10.72\|-6.05\|11.21\|11.25\|10.69\|274295;2026-05-13\|10.59\|-1.21\|10.72\|10.80\|10.53\|127140;2026-05-14\|10.30\|-2.74\|10.63\|10.77\|10.30\|129828;2026-05-15\|10.41\|1.07\|10.39\|10.60\|10.28\|118406;2026-05-18\|10.60\|1.83\|10.43\|10.71\|10.38\|116268;2026-05-19\|10.46\|-1.32\|10.50\|10.68\|10.32\|108747;2026-05-20\|10.14\|-3.06\|10.36\|10.37\|10.09\|115085;2026-05-21\|9.57\|-5.62\|10.12\|10.25\|9.56\|173926;2026-05-22\|9.48\|-0.94\|9.57\|9.67\|9.42\|84982;2026-05-25\|9.42\|-0.63\|9.50\|9.88\|9.31\|93016;2026-05-26\|9.14\|-2.97\|9.42\|9.48\|9.00\|95227;2026-05-27\|8.77\|-4.05\|9.10\|9.14\|8.70\|96533;2026-05-28\|8.86\|1.03\|8.83\|8.90\|8.63\|67282;2026-05-29\|8.82\|-0.45\|9.03\|9.03\|8.74\|69897;2026-06-01\|8.98\|1.81\|8.75\|9.05\|8.70\|60195;2026-06-02\|8.72\|-2.90\|8.95\|8.95\|8.63\|59889;2026-06-03\|8.55\|-1.95\|8.72\|8.72\|8.47\|56939;2026-06-04\|8.30\|-2.92\|8.53\|8.61\|8.23\|73945;2026-06-05\|8.32\|0.24\|8.35\|8.51\|8.27\|73407;2026-06-08\|8.19\|-1.56\|8.18\|8.41\|8.03\|75858;2026-06-09\|8.27\|0.98\|8.21\|8.33\|8.06\|53892;2026-06-10\|8.11\|-1.93\|8.18\|8.26\|7.94\|56115;2026-06-11\|7.93\|-2.22\|8.00\|8.07\|7.86\|62492;2026-06-12\|8.06\|1.64\|8.01\|8.14\|7.87\|60350;2026-06-15\|8.04\|-0.25\|8.18\|8.30\|7.99\|62073;2026-06-16\|8.06\|0.25\|8.04\|8.08\|7.87\|56980;2026-06-17\|7.84\|-2.73\|8.07\|8.07\|7.80\|64902;2026-06-18\|7.86\|0.26\|7.84\|8.06\|7.82\|74476;2026-06-22\|7.92\|0.76\|7.80\|7.93\|7.45\|109697;2026-06-23\|8.13\|2.65\|7.90\|8.37\|7.86\|118242;2026-06-24\|7.84\|-3.57\|8.13\|8.17\|7.80\|88402;2026-06-25\|7.68\|-2.04\|7.80\|7.84\|7.51\|70275;2026-06-26\|7.37\|-4.04\|7.58\|7.65\|7.35\|72735;2026-06-29\|7.64\|3.66\|7.35\|7.64\|7.20\|100364;2026-06-30\|7.46\|-2.36\|7.60\|7.67\|7.39\|79014;2026-07-01\|7.88\|5.63\|7.51\|7.93\|7.41\|114481;2026-07-02\|7.85\|-0.38\|7.85\|8.15\|7.80\|90235;2026-07-03\|8.03\|2.29\|8.00\|8.10\|7.76\|82962;2026-07-06\|8.05\|0.25\|8.83\|8.83\|7.98\|232725;2026-07-07\|7.60\|-5.59\|7.84\|7.92\|7.59\|143073;2026-07-08\|7.52\|-1.05\|7.60\|7.75\|7.47\|87788;2026-07-09\|7.44\|-1.06\|7.50\|7.75\|7.29\|90654;2026-07-10\|7.83\|5.24\|7.43\|7.98\|7.24\|163745;2026-07-13\|7.60\|-2.94\|7.83\|7.93\|7.57\|100353;2026-07-14\|7.87\|3.55\|7.63\|7.89\|7.44\|103361;2026-07-15\|8.10\|2.92\|7.76\|8.24\|7.73\|137408;2026-07-16\|8.33\|2.84\|8.02\|8.39\|8.02\|147502;2026-07-17\|7.84\|-5.88\|8.41\|8.41\|7.78\|143524;2026-07-20\|7.82\|-0.26\|7.83\|8.04\|7.68\|94250;2026-07-21\|7.69\|-1.66\|7.73\|7.74\|7.33\|114006;2026-07-22\|7.67\|-0.26\|7.65\|7.91\|7.61\|72608;2026-07-23\|7.83\|2.09\|7.61\|7.84\|7.54\|72419;2026-07-24\|7.58\|-3.19\|7.78\|7.86\|7.57\|61257;2026-07-27\|7.89\|4.09\|7.57\|7.90\|7.48\|93649;2026-07-28\|7.97\|1.01\|7.88\|8.07\|7.80\|55731;2026-07-29\|8.08\|1.38\|8.03\|8.13\|7.97\|68691;2026-07-30\|7.97\|-1.36\|8.08\|8.22\|7.95\|68157;2026-07-31\|8.50\|6.65\|7.90\|8.77\|7.89\|259919;2026-08-03\|8.40\|-1.18\|8.38\|8.50\|8.28\|175216;2026-08-04\|9.24\|10.00\|8.51\|9.24\|8.45\|330500;2026-08-05\|9.19\|-0.54\|9.35\|9.79\|9.11\|534138;2026-08-06\|8.91\|-3.05\|9.18\|9.35\|8.85\|317488;2026-08-07\|9.08\|1.91\|8.91\|9.20\|8.71\|282871;2026-08-10\|9.99\|10.02\|9.20\|9.99\|9.02\|210587;2026-08-11\|9.57\|-4.20\|9.74\|9.80\|9.50\|375083;2026-08-12\|9.46\|-1.15\|9.53\|9.63\|9.43\|219810;2026-08-13\|9.61\|1.59\|9.41\|9.66\|9.32\|313464;2026-08-14\|9.17\|-4.58\|9.66\|9.71\|9.08\|257460;2026-08-17\|9.06\|-1.20\|9.07\|9.16\|8.83\|166075;2026-08-18\|8.92\|-1.55\|9.15\|9.15\|8.86\|113404;2026-08-19\|8.52\|-4.48\|8.81\|8.92\|8.48\|121433;2026-08-20\|9.37\|9.98\|9.10\|9.37\|9.00\|153198;2026-08-21\|10.31\|10.03\|10.17\|10.31\|9.60\|581582;2026-08-24\|9.70\|-5.92\|9.56\|10.50\|9.37\|604221;2026-08-25\|9.51\|-1.96\|9.61\|9.80\|9.33\|406707;2026-08-26\|9.36\|-1.58\|9.93\|10.15\|9.27\|419992;2026-08-27\|9.39\|0.32\|9.15\|9.77\|9.09\|364086;2026-08-28\|9.03\|-3.83\|9.26\|9.30\|8.98\|300485;2026-08-31\|8.92\|-1.22\|8.90\|9.00\|8.77\|192271;2026-09-01\|9.15\|2.58\|8.97\|9.31\|8.90\|203585;2026-09-02\|9.04\|-1.20\|9.13\|9.20\|9.02\|138798;2026-09-03\|8.81\|-2.54\|9.00\|9.09\|8.78\|132362;2026-09-04\|8.75\|-0.68\|8.96\|9.00\|8.70\|125426;2026-09-07\|8.72\|-0.34\|8.69\|8.76\|8.63\|93274;2026-09-08\|8.90\|2.06\|8.72\|8.93\|8.61\|122461;2026-09-09\|8.78\|-1.35\|8.85\|8.91\|8.70\|52384
122980	龙头上半年业绩大增	CXO+多肽药+许可协议+半年报预增行业原因：行业龙头药明康德8月3日晚公告全面上调2026年全年业绩指引，预计整体收入上调至585亿至605亿元，持续经营业务收入同比增速上调至35%至39%。公司原因： 1、据2026年7月15日公告，公司预计2026年上半年净利润同比增长154.15%-181.23%，主要系注射用紫杉醇白蛋白结合型出口业务推进，该产品上年同期销售周期短导致本期营收增长。 2、据2026年6月27日公告，公司与A公司签订许可协议，将SC-C141项目在美国的独家商业化权利授予A公司，可获得最高1000万美元许可费及上市后利润分成。 3、据2022年4月21日投资者关系活动记录表，公司与国内外数家药企签订了CRO与CMO项目协议并已贡献收入。 4、据2026年4月18日年报及2026年5月13日投资者关系活动记录表，公司主营化学合成多肽药物，拥有美国、欧盟等多国GMP认证，注射用紫杉醇白蛋白结合型已在美国获批销售。	公司主营多肽药业务	2026-04-30\|8.58\|-0.35\|8.53\|8.74\|8.43\|131824;2026-05-06\|8.71\|1.52\|8.55\|8.88\|8.55\|106181;2026-05-07\|9.12\|4.71\|8.70\|9.15\|8.62\|184478;2026-05-08\|9.58\|5.04\|9.13\|9.58\|9.06\|159506;2026-05-11\|10.06\|5.01\|9.96\|10.06\|9.23\|216115;2026-05-12\|10.56\|4.97\|10.19\|10.56\|10.10\|113737;2026-05-13\|10.30\|-2.46\|10.50\|10.87\|10.15\|257317;2026-05-14\|10.82\|5.05\|10.29\|10.82\|10.27\|209955;2026-05-15\|11.11\|2.68\|10.67\|11.36\|10.31\|247915;2026-05-18\|10.70\|-3.69\|10.94\|11.18\|10.67\|145832;2026-05-19\|10.47\|-2.15\|10.80\|10.95\|10.33\|136054;2026-05-20\|10.98\|4.87\|10.41\|10.99\|10.34\|147910;2026-05-21\|10.55\|-3.92\|10.87\|11.33\|10.45\|167807;2026-05-25\|11.61\|10.05\|11.37\|11.61\|10.97\|402800;2026-05-26\|11.50\|-0.95\|11.61\|12.43\|11.02\|567984;2026-05-27\|10.74\|-6.61\|11.16\|11.44\|10.50\|360929;2026-05-28\|10.44\|-2.79\|10.50\|10.93\|10.30\|270054;2026-05-29\|10.67\|2.20\|10.31\|11.34\|10.30\|243008;2026-06-01\|9.82\|-7.97\|10.41\|10.46\|9.76\|280757;2026-06-02\|9.41\|-4.18\|9.68\|9.83\|9.39\|198972;2026-06-03\|9.44\|0.32\|9.41\|9.58\|9.30\|163230;2026-06-04\|9.20\|-2.54\|9.33\|9.45\|9.05\|142985;2026-06-05\|9.26\|0.65\|9.31\|9.33\|9.06\|103551;2026-06-08\|8.83\|-4.64\|9.07\|9.26\|8.71\|141603;2026-06-09\|9.12\|3.28\|8.86\|9.63\|8.81\|174574;2026-06-10\|9.13\|0.11\|9.09\|9.27\|8.94\|132511;2026-06-11\|9.00\|-1.42\|9.15\|9.18\|8.75\|91187;2026-06-12\|9.17\|1.89\|9.17\|9.30\|9.00\|110005;2026-06-15\|9.06\|-1.20\|9.15\|9.32\|8.97\|99492;2026-06-16\|8.78\|-3.09\|9.00\|9.06\|8.65\|127797;2026-06-17\|8.82\|0.46\|8.78\|9.33\|8.73\|131021;2026-06-18\|8.72\|-1.13\|8.76\|8.88\|8.56\|119565;2026-06-22\|8.74\|0.23\|8.58\|8.78\|8.31\|127427;2026-06-23\|8.94\|2.29\|8.66\|9.12\|8.61\|126694;2026-06-24\|8.70\|-2.68\|8.91\|8.91\|8.56\|109464;2026-06-25\|8.47\|-2.64\|8.74\|8.75\|8.29\|143113;2026-06-26\|8.28\|-2.24\|8.47\|8.59\|8.26\|109682;2026-06-29\|9.11\|10.02\|9.03\|9.11\|8.40\|216785;2026-06-30\|9.46\|3.84\|9.02\|9.61\|9.01\|351638;2026-07-01\|9.70\|2.54\|9.37\|9.82\|9.21\|294202;2026-07-02\|10.67\|10.00\|9.50\|10.67\|9.50\|362526;2026-07-03\|10.22\|-4.22\|10.51\|11.27\|9.92\|423489;2026-07-06\|10.12\|-0.98\|10.02\|11.00\|9.86\|408086;2026-07-07\|9.54\|-5.73\|9.81\|10.00\|9.44\|307592;2026-07-08\|9.62\|0.84\|9.62\|10.20\|9.50\|258991;2026-07-09\|9.50\|-1.25\|9.25\|9.85\|8.99\|234980;2026-07-10\|10.45\|10.00\|9.41\|10.45\|9.31\|573858;2026-07-13\|10.21\|-2.30\|10.41\|10.77\|10.13\|469851;2026-07-14\|10.33\|1.18\|10.35\|10.48\|9.80\|356140;2026-07-15\|10.96\|6.10\|10.36\|11.00\|10.33\|567306;2026-07-16\|10.52\|-4.01\|10.70\|10.92\|10.00\|459436;2026-07-17\|9.47\|-9.98\|10.26\|10.36\|9.47\|366656;2026-07-20\|8.80\|-7.08\|9.39\|9.40\|8.53\|331386;2026-07-21\|8.62\|-2.05\|8.74\|8.80\|7.92\|310851;2026-07-22\|8.51\|-1.28\|8.51\|8.94\|8.40\|206692;2026-07-23\|8.59\|0.94\|8.40\|8.65\|8.31\|163986;2026-07-24\|8.30\|-3.38\|8.46\|8.69\|8.29\|143262;2026-07-27\|8.57\|3.25\|8.18\|8.68\|8.17\|149900;2026-07-28\|8.45\|-1.40\|8.46\|8.89\|8.44\|138579;2026-07-29\|8.50\|0.59\|8.51\|8.58\|8.28\|133512;2026-07-30\|8.44\|-0.71\|8.41\|8.78\|8.34\|158566;2026-07-31\|8.59\|1.78\|8.36\|8.63\|8.33\|146695;2026-08-03\|8.79\|2.33\|8.58\|8.79\|8.57\|118135;2026-08-04\|9.67\|10.01\|8.89\|9.67\|8.88\|292817;2026-08-05\|9.51\|-1.65\|9.69\|9.77\|9.45\|430151;2026-08-06\|9.44\|-0.74\|9.51\|9.66\|9.31\|269080;2026-08-07\|9.72\|2.97\|9.43\|9.72\|9.29\|361112;2026-08-10\|9.95\|2.37\|9.90\|10.08\|9.75\|369331;2026-08-11\|9.85\|-1.00\|9.76\|10.04\|9.76\|257417;2026-08-12\|10.02\|1.73\|9.81\|10.10\|9.76\|213139;2026-08-13\|9.97\|-0.50\|10.01\|10.19\|9.75\|255138;2026-08-14\|9.94\|-0.30\|10.04\|10.16\|9.73\|182514;2026-08-17\|9.98\|0.40\|9.94\|10.01\|9.68\|143804;2026-08-18\|9.85\|-1.30\|9.98\|10.04\|9.77\|110937;2026-08-19\|9.32\|-5.38\|9.73\|9.85\|9.30\|153130;2026-08-20\|9.98\|7.08\|9.72\|10.25\|9.60\|562640;2026-08-21\|9.41\|-5.71\|9.68\|9.92\|9.29\|452578;2026-08-24\|8.90\|-5.42\|9.42\|9.68\|8.80\|243517;2026-08-25\|9.23\|3.71\|8.88\|9.28\|8.64\|210868;2026-08-26\|9.16\|-0.76\|9.14\|9.48\|9.11\|144151;2026-08-27\|9.32\|1.75\|9.11\|9.37\|9.06\|127167;2026-08-28\|9.10\|-2.36\|9.27\|9.27\|9.10\|120286;2026-08-31\|8.93\|-1.87\|9.02\|9.03\|8.80\|100471;2026-09-01\|9.15\|2.46\|8.94\|9.20\|8.87\|126924;2026-09-02\|8.88\|-2.95\|9.03\|9.06\|8.86\|101913;2026-09-03\|8.80\|-0.90\|8.92\|8.97\|8.77\|73282;2026-09-04\|8.75\|-0.57\|8.84\|8.96\|8.69\|90694;2026-09-07\|8.80\|0.57\|8.75\|8.82\|8.66\|68785;2026-09-08\|8.92\|1.36\|8.88\|8.95\|8.71\|101492;2026-09-09\|8.74\|-2.02\|8.87\|8.90\|8.71\|50907
122979	龙头上半年业绩大增	一季报大增+CRDMO+创新药行业原因： 4月27日晚，药明康德披露2026年一季报，一季度营收首次超越百亿元，营业收入、归母净利润均创下历史同期新高。公司原因： 1、据2026年4月28日一季报，公司Q1营收124.4亿元、同比增长28.8%，归母净利润46.52亿元、同比增长26.7%，均创同期新高，在手订单597.7亿元、同比增长23.6%。 2、据2026年4月28日一季报，化学业务收入106.2亿元、同比增长43.7%，其中小分子D&M收入69.3亿元、同比增长80.1%，TIDES业务预计全年增长约40%，产能利用率与盈利效率同步提升。 3、据2025年年度报告，公司CRDMO模式覆盖化学药研发至商业化生产，常州、泰兴及金山原料药基地零缺陷通过FDA检查，小分子原料药反应釜总体积已超4000kL，持续赋能全球创新药客户。	全球领先的"一体化、端到端"的新药研发服务平台；公司上半年净利润111亿元，同比增长29%，Q2净利润环比增长38%。同时公司全面上调2026年全年业绩指引，预计2026年公司整体收入由人民币513-530亿元上调至人民币585-605亿元，持续经营业务收入同比增速由18%-22%上调至35%-39%	2026-04-30\|109.55\|-1.47\|110.00\|111.01\|106.62\|596825;2026-05-06\|109.00\|-0.50\|111.63\|111.74\|108.00\|540922;2026-05-07\|111.28\|2.09\|109.74\|112.31\|109.20\|480968;2026-05-08\|106.80\|-4.03\|110.01\|110.20\|106.70\|455336;2026-05-11\|108.72\|1.80\|106.65\|108.98\|105.50\|539195;2026-05-12\|110.33\|1.48\|108.00\|113.16\|107.74\|649941;2026-05-13\|108.92\|-1.28\|110.44\|111.16\|107.94\|351526;2026-05-14\|103.01\|-5.43\|110.00\|111.37\|103.00\|601413;2026-05-15\|103.13\|0.12\|104.77\|105.85\|102.62\|394487;2026-05-18\|102.05\|-1.05\|102.90\|103.82\|101.32\|274709;2026-05-19\|101.79\|-0.25\|102.00\|103.79\|101.20\|284165;2026-05-20\|103.10\|1.29\|101.40\|104.55\|101.21\|325473;2026-05-21\|104.23\|1.10\|103.11\|107.63\|102.73\|583266;2026-05-22\|103.98\|-0.24\|105.38\|105.45\|102.58\|332227;2026-05-25\|102.55\|-1.38\|103.00\|104.00\|101.30\|311856;2026-05-26\|104.11\|1.52\|102.00\|104.35\|100.61\|390969;2026-05-27\|102.63\|-1.42\|104.00\|104.28\|101.09\|372197;2026-05-28\|100.80\|-1.78\|102.48\|102.98\|99.80\|337441;2026-05-29\|101.60\|2.40\|100.80\|103.46\|99.44\|570781;2026-06-01\|99.99\|-1.58\|101.63\|104.39\|99.26\|529033;2026-06-02\|99.75\|-0.24\|99.98\|100.56\|96.08\|384078;2026-06-03\|98.85\|-0.90\|99.37\|100.30\|98.00\|341714;2026-06-04\|96.75\|-2.12\|98.25\|99.18\|96.40\|332222;2026-06-05\|96.56\|-0.20\|98.38\|100.24\|96.03\|424532;2026-06-08\|96.00\|-0.58\|95.72\|97.31\|94.06\|458456;2026-06-09\|93.48\|-2.62\|93.88\|93.88\|88.32\|824478;2026-06-10\|97.04\|3.81\|93.35\|97.36\|93.20\|576466;2026-06-11\|97.07\|0.03\|96.01\|97.60\|95.53\|329181;2026-06-12\|99.71\|2.72\|97.50\|99.90\|95.09\|612700;2026-06-15\|99.37\|-0.34\|99.10\|99.76\|97.84\|367699;2026-06-16\|98.16\|-1.22\|98.83\|100.00\|98.00\|271703;2026-06-17\|98.20\|0.04\|98.26\|98.79\|96.50\|273505;2026-06-18\|102.72\|4.60\|97.80\|104.33\|97.72\|569423;2026-06-22\|106.83\|4.00\|103.16\|106.97\|101.70\|571962;2026-06-23\|106.31\|-0.49\|107.00\|109.36\|105.76\|525084;2026-06-24\|115.40\|8.55\|106.90\|116.94\|106.90\|1098058;2026-06-25\|117.22\|1.58\|114.00\|118.50\|113.23\|764344;2026-06-26\|118.18\|0.82\|119.00\|121.07\|116.96\|684942;2026-06-29\|126.17\|6.76\|117.21\|126.80\|116.80\|1030535;2026-06-30\|124.51\|-1.32\|125.00\|126.80\|123.00\|793759;2026-07-01\|125.20\|0.55\|123.00\|126.66\|115.58\|1124768;2026-07-02\|121.30\|-3.12\|123.85\|129.15\|121.00\|844699;2026-07-03\|124.12\|2.32\|123.60\|125.06\|119.52\|712822;2026-07-06\|122.97\|-0.93\|123.01\|128.05\|122.00\|921698;2026-07-07\|118.30\|-3.80\|120.50\|122.95\|118.01\|665947;2026-07-08\|115.40\|-2.45\|118.39\|120.25\|115.31\|509875;2026-07-09\|121.07\|4.91\|115.01\|121.43\|114.52\|583217;2026-07-10\|123.30\|1.84\|120.00\|126.73\|120.00\|683076;2026-07-13\|120.24\|-2.48\|123.21\|124.20\|119.26\|553876;2026-07-14\|127.51\|6.05\|118.88\|127.75\|117.92\|750924;2026-07-15\|131.50\|3.13\|127.62\|135.17\|127.62\|1149977;2026-07-16\|127.00\|-3.42\|128.20\|131.40\|125.00\|837022;2026-07-17\|117.89\|-7.17\|126.79\|127.99\|117.70\|861483;2026-07-20\|124.22\|5.37\|117.74\|124.78\|117.01\|691940;2026-07-21\|126.45\|1.80\|126.00\|126.83\|120.80\|648280;2026-07-22\|125.90\|-0.43\|125.12\|130.90\|124.41\|602588;2026-07-23\|127.45\|1.23\|126.00\|129.18\|124.22\|468445;2026-07-24\|125.00\|-1.92\|127.45\|128.45\|123.66\|443756;2026-07-27\|124.66\|-0.27\|127.00\|128.00\|122.17\|447049;2026-07-28\|123.02\|-1.32\|123.30\|125.25\|122.17\|334767;2026-07-29\|126.50\|2.83\|127.78\|127.80\|123.25\|547765;2026-07-30\|125.48\|-0.81\|126.60\|126.63\|121.41\|560173;2026-07-31\|128.43\|2.35\|123.00\|130.23\|122.50\|570793;2026-08-03\|128.50\|0.05\|129.20\|132.38\|126.15\|623890;2026-08-04\|141.35\|10.00\|137.49\|141.35\|136.20\|747059;2026-08-05\|147.50\|4.35\|143.96\|150.00\|141.47\|1344755;2026-08-06\|142.70\|-3.25\|148.82\|149.37\|141.45\|775094;2026-08-07\|154.82\|8.49\|144.56\|155.48\|142.20\|927227;2026-08-10\|161.34\|4.21\|159.99\|166.66\|157.93\|1265362;2026-08-11\|160.21\|-0.70\|160.41\|165.80\|157.77\|920758;2026-08-12\|159.04\|-0.73\|159.21\|161.96\|158.08\|670272;2026-08-13\|162.33\|2.07\|158.90\|164.80\|157.15\|742253;2026-08-14\|159.24\|-1.90\|160.50\|163.00\|157.50\|545901;2026-08-17\|166.89\|4.80\|159.00\|168.38\|157.40\|689433;2026-08-18\|167.18\|0.17\|165.10\|168.70\|163.50\|503781;2026-08-19\|164.00\|-1.90\|167.00\|168.50\|162.40\|557916;2026-08-20\|167.90\|2.38\|171.00\|173.60\|165.97\|859114;2026-08-21\|162.86\|-3.00\|164.00\|166.39\|162.11\|572445;2026-08-24\|155.84\|-4.31\|160.99\|163.40\|153.77\|685575;2026-08-25\|161.00\|3.31\|154.13\|161.29\|154.10\|590510;2026-08-26\|159.25\|-1.09\|161.00\|163.40\|157.91\|344185;2026-08-27\|159.94\|0.43\|159.38\|160.41\|157.00\|349446;2026-08-28\|157.40\|-1.59\|159.95\|161.35\|156.56\|291937;2026-08-31\|154.78\|-1.66\|154.26\|155.45\|150.22\|476254;2026-09-01\|154.40\|-0.25\|154.70\|154.98\|152.01\|293400;2026-09-02\|155.99\|1.03\|154.55\|157.70\|151.70\|421070;2026-09-03\|156.63\|0.41\|157.69\|158.88\|154.26\|301039;2026-09-04\|153.83\|-1.47\|155.88\|157.01\|153.21\|257217;2026-09-07\|153.25\|-0.38\|152.93\|155.36\|152.38\|237831;2026-09-08\|156.35\|2.02\|152.97\|156.35\|152.05\|363959;2026-09-09\|154.98\|-0.88\|155.05\|157.17\|152.89\|176372
122978	龙头上半年业绩大增	脑机接口+医疗器械注册证+股份回购行业原因： 1、昭衍新药预计上半年归母净利润大增，主要因公司生物资产市场价格上涨叠加自身自然生长增值。7月13日，界面新闻向昭衍新药、益诺思等多家公司确认，实验猴价格在近几个月持续上涨。 2、CXO龙头药明康德Q1在手订单增长23.6%，康龙化成H1新签订单增长超过30%，验证行业景气。公司原因： 1、据2026年6月30日互动易，公司控股子公司博灵脑机研发的“上肢主被动运动康复训练系统”已于2026年6月26日取得医疗器械注册证。 2、据2025年年报，公司主营业务为医疗服务，旗下拥有四家医院，并将脑机接口及AI医疗等创新科技引入下属医院以增强差异化竞争能力。 3、据2026年7月2日公告，截至2026年6月30日，公司累计回购股份271万股，成交总金额4635.15万元。	公司此前出资设立的“杭州博灵医疗科技有限公司”，该公司运用脑机接口技术帮助偏瘫患者恢复对残疾肢体自主控制的技术研究工作取得了一定的进展	2026-04-30\|23.26\|0.30\|23.06\|23.32\|22.98\|147192;2026-05-06\|23.90\|2.75\|23.39\|24.17\|23.39\|225943;2026-05-07\|24.37\|1.97\|23.91\|24.76\|23.86\|249674;2026-05-08\|24.75\|1.56\|24.37\|24.86\|24.15\|244160;2026-05-11\|24.26\|-1.98\|24.67\|24.68\|24.02\|252335;2026-05-12\|23.70\|-2.31\|24.23\|24.34\|23.50\|213965;2026-05-13\|24.60\|3.80\|23.60\|24.84\|23.43\|310561;2026-05-14\|23.54\|-4.31\|24.62\|24.93\|23.52\|231188;2026-05-15\|23.33\|-0.89\|23.56\|23.99\|23.16\|194240;2026-05-18\|23.08\|-1.07\|23.07\|23.44\|22.91\|130516;2026-05-19\|25.39\|10.01\|24.42\|25.39\|24.20\|269863;2026-05-20\|24.05\|-5.28\|25.14\|25.14\|23.65\|528734;2026-05-21\|23.38\|-2.79\|24.05\|25.00\|23.30\|399427;2026-05-22\|23.16\|-0.94\|23.51\|23.75\|22.72\|259353;2026-05-25\|22.60\|-2.42\|22.90\|23.33\|22.20\|252197;2026-05-26\|21.82\|-3.45\|22.38\|22.40\|21.45\|229782;2026-05-27\|20.99\|-3.80\|22.06\|22.10\|20.90\|207406;2026-05-28\|21.27\|1.33\|20.98\|21.43\|20.71\|171700;2026-05-29\|19.14\|-10.01\|20.34\|20.50\|19.14\|282643;2026-06-01\|17.23\|-9.98\|17.23\|17.23\|17.23\|46427;2026-06-02\|17.79\|3.25\|16.33\|17.80\|16.33\|520925;2026-06-03\|17.96\|0.96\|17.80\|18.32\|17.59\|338803;2026-06-04\|17.63\|-1.84\|17.79\|18.12\|17.53\|187289;2026-06-05\|17.65\|0.11\|17.67\|18.26\|17.49\|162992;2026-06-08\|17.24\|-2.32\|17.29\|18.38\|17.01\|246679;2026-06-09\|17.56\|1.86\|17.58\|17.65\|17.04\|175024;2026-06-10\|17.16\|-2.28\|17.48\|17.58\|16.91\|156275;2026-06-11\|16.97\|-1.11\|17.00\|17.09\|16.61\|133720;2026-06-12\|17.30\|1.94\|17.20\|17.52\|16.85\|180413;2026-06-15\|17.54\|1.39\|17.38\|17.69\|17.31\|139069;2026-06-16\|17.57\|0.17\|17.78\|17.78\|17.11\|160876;2026-06-17\|17.27\|-1.71\|17.30\|17.55\|17.14\|132135;2026-06-18\|17.10\|-0.98\|17.31\|17.65\|17.01\|163745;2026-06-22\|16.96\|-0.82\|16.81\|16.97\|16.07\|274136;2026-06-23\|17.43\|2.77\|16.95\|18.39\|16.75\|402966;2026-06-24\|19.06\|9.35\|17.90\|19.17\|17.89\|808572;2026-06-25\|17.57\|-7.82\|18.36\|18.50\|17.27\|599797;2026-06-26\|16.14\|-8.14\|17.74\|17.87\|16.14\|393352;2026-06-29\|17.08\|5.82\|16.43\|17.18\|15.68\|415289;2026-06-30\|16.38\|-4.10\|17.16\|17.17\|16.23\|355185;2026-07-01\|17.85\|8.97\|16.32\|18.02\|15.90\|680049;2026-07-02\|18.19\|1.90\|18.16\|18.75\|17.90\|618205;2026-07-03\|18.39\|1.10\|18.31\|18.50\|17.70\|390177;2026-07-06\|19.38\|5.38\|18.68\|19.78\|18.18\|667081;2026-07-07\|17.45\|-9.96\|18.69\|18.70\|17.45\|457560;2026-07-08\|16.73\|-4.13\|17.27\|17.91\|16.70\|278400;2026-07-09\|16.84\|0.66\|16.61\|17.16\|16.07\|288394;2026-07-10\|17.57\|4.33\|16.50\|17.88\|16.19\|424028;2026-07-13\|16.59\|-5.58\|17.50\|17.75\|16.40\|275623;2026-07-14\|16.89\|1.81\|16.88\|17.30\|16.40\|240888;2026-07-15\|15.85\|-6.16\|15.53\|16.56\|15.28\|380697;2026-07-16\|17.44\|10.03\|16.11\|17.44\|15.50\|489987;2026-07-17\|17.81\|2.12\|18.01\|18.60\|16.94\|822467;2026-07-20\|18.71\|5.05\|17.42\|19.43\|16.90\|734077;2026-07-21\|17.35\|-7.27\|18.02\|18.02\|16.84\|594876;2026-07-22\|17.05\|-1.73\|16.87\|17.75\|16.63\|355516;2026-07-23\|18.76\|10.03\|17.60\|18.76\|17.02\|610842;2026-07-24\|18.81\|0.27\|19.31\|20.40\|18.77\|918080;2026-07-27\|20.69\|9.99\|19.53\|20.69\|19.22\|422742;2026-07-28\|22.76\|10.00\|22.75\|22.76\|22.20\|370976;2026-07-29\|20.48\|-10.02\|24.00\|24.00\|20.48\|1180481;2026-07-30\|19.05\|-6.98\|20.18\|21.40\|18.78\|973508;2026-07-31\|19.54\|2.57\|17.98\|20.49\|17.98\|729815;2026-08-03\|19.02\|-2.66\|19.00\|19.27\|18.59\|439462;2026-08-04\|20.92\|9.99\|19.63\|20.92\|19.40\|449143;2026-08-05\|21.26\|1.63\|20.50\|21.46\|20.38\|830033;2026-08-06\|21.15\|-0.52\|21.31\|22.10\|20.66\|821561;2026-08-07\|21.69\|2.55\|21.09\|22.74\|20.80\|850724;2026-08-10\|21.92\|1.06\|21.98\|23.39\|21.63\|825717;2026-08-11\|21.24\|-3.10\|21.24\|21.98\|21.10\|633046;2026-08-12\|22.42\|5.56\|21.13\|23.36\|21.04\|1118483;2026-08-13\|22.08\|-1.52\|22.00\|22.91\|21.75\|956096;2026-08-14\|21.29\|-3.58\|22.23\|22.25\|20.83\|586645;2026-08-17\|20.94\|-1.64\|21.11\|21.12\|20.39\|451519;2026-08-18\|20.00\|-4.49\|20.70\|20.88\|19.95\|479981;2026-08-19\|18.55\|-7.25\|19.64\|19.88\|18.55\|370678;2026-08-20\|19.06\|2.75\|19.50\|19.60\|18.80\|413727;2026-08-21\|18.33\|-3.83\|18.98\|19.06\|18.00\|297340;2026-08-24\|17.67\|-3.60\|18.50\|18.52\|17.50\|230171;2026-08-25\|18.61\|5.32\|18.21\|19.00\|18.15\|517266;2026-08-26\|18.84\|1.24\|18.21\|19.43\|18.02\|453677;2026-08-27\|18.85\|0.05\|18.40\|18.86\|18.29\|313930;2026-08-28\|18.57\|-1.49\|18.79\|19.00\|18.49\|254061;2026-08-31\|18.52\|-0.27\|18.40\|18.54\|18.05\|204089;2026-09-01\|19.03\|2.75\|18.41\|19.36\|18.41\|359138;2026-09-02\|18.55\|-2.52\|18.92\|18.98\|18.40\|202660;2026-09-03\|18.58\|0.16\|18.70\|18.95\|18.40\|186929;2026-09-04\|18.40\|-0.97\|18.59\|19.06\|18.21\|272848;2026-09-07\|18.37\|-0.16\|18.41\|18.42\|18.00\|163662;2026-09-08\|18.46\|0.49\|18.30\|18.50\|18.12\|185711;2026-09-09\|18.14\|-1.73\|18.38\|18.40\|18.06\|96442
122977	龙头上半年业绩大增	CDMO+创新药+战略合作+回购注销行业原因：行业龙头药明康德8月3日晚公告全面上调2026年全年业绩指引，预计整体收入上调至585亿至605亿元，持续经营业务收入同比增速上调至35%至39%。公司原因： 1、据2026年8月3日公告，公司与剂泰科技签订五年期战略合作框架协议，开展CDMO等相关项目的长期合作。 2、据2026年7月2日互动易，美国对未在美设厂的创新药征收100%关税政策对公司CDMO业务整体偏利好，海外药企订单转移需求提升，且公司在欧洲市场的CDMO订单保持持续增长态势。 3、据2026年4月21日投资者关系活动记录表，公司CDMO业务预计全年有望达到20%到30%的增长，未来三年内将交付的商业化在手订单金额超68亿元。 4、据2026年8月4日公告，公司披露回购进展，此前拟以1亿至1.5亿元自有资金回购股份用于注销并减少注册资本。	全球特色原料药标杆企业；公司原料药中间体业务包括头孢系列、青霉素系列、精神类系列、心脑血管类系列和兽药原料药中间体系列	2026-04-30\|18.27\|-1.08\|18.46\|18.51\|17.93\|110732;2026-05-06\|17.90\|-2.03\|18.30\|18.70\|17.71\|145892;2026-05-07\|17.45\|-2.51\|17.90\|17.94\|17.24\|134735;2026-05-08\|17.52\|0.40\|17.50\|17.64\|17.27\|89453;2026-05-11\|19.27\|9.99\|17.43\|19.27\|17.26\|280997;2026-05-12\|18.48\|-4.10\|19.35\|19.48\|18.40\|273444;2026-05-13\|18.03\|-2.44\|18.57\|18.67\|17.85\|200806;2026-05-14\|17.31\|-3.99\|17.99\|18.10\|17.31\|188201;2026-05-15\|16.60\|-4.10\|17.15\|17.37\|16.42\|203835;2026-05-18\|16.71\|0.66\|16.47\|16.93\|16.43\|159714;2026-05-19\|16.40\|-1.86\|16.66\|16.85\|16.10\|138537;2026-05-20\|16.82\|2.56\|16.32\|16.92\|16.23\|163596;2026-05-21\|16.98\|0.95\|16.99\|17.42\|16.84\|147515;2026-05-22\|16.91\|-0.41\|17.10\|17.15\|16.72\|88170;2026-05-25\|17.25\|2.01\|16.91\|17.29\|16.73\|98287;2026-05-26\|17.22\|-0.17\|17.11\|17.53\|16.99\|104900;2026-05-27\|16.79\|-2.50\|17.14\|17.15\|16.55\|120850;2026-05-28\|16.52\|-1.61\|16.77\|16.87\|16.30\|74422;2026-05-29\|16.61\|0.54\|16.53\|16.94\|16.49\|74847;2026-06-01\|16.80\|1.14\|16.55\|16.95\|16.49\|88350;2026-06-02\|16.45\|-2.08\|16.70\|16.83\|16.36\|75966;2026-06-03\|16.45\|0.00\|16.40\|16.70\|16.04\|86019;2026-06-04\|16.05\|-2.43\|16.40\|16.54\|15.90\|75288;2026-06-05\|16.13\|0.50\|16.20\|16.66\|16.10\|77859;2026-06-08\|15.85\|-1.74\|15.95\|16.15\|15.44\|96857;2026-06-09\|15.50\|-2.21\|15.85\|15.89\|15.31\|69247;2026-06-10\|15.63\|0.84\|15.43\|15.65\|15.28\|45863;2026-06-11\|15.41\|-1.41\|15.50\|15.62\|15.19\|68424;2026-06-12\|16.07\|4.28\|15.62\|16.29\|15.42\|89725;2026-06-15\|16.46\|2.43\|16.06\|16.50\|16.06\|80609;2026-06-16\|16.35\|-0.67\|16.39\|16.50\|16.15\|60026;2026-06-17\|16.29\|-0.37\|16.23\|16.35\|16.17\|35911;2026-06-18\|16.37\|0.49\|16.23\|16.68\|16.09\|72276;2026-06-22\|16.37\|0.00\|16.25\|16.40\|15.65\|89890;2026-06-23\|16.80\|2.63\|16.44\|17.07\|16.32\|104332;2026-06-24\|16.82\|0.12\|16.77\|17.15\|16.54\|87459;2026-06-25\|16.46\|-2.14\|16.70\|16.74\|15.80\|133031;2026-06-26\|15.96\|-3.04\|16.36\|16.61\|15.96\|66101;2026-06-29\|17.03\|6.70\|15.97\|17.20\|15.59\|206614;2026-06-30\|16.66\|-2.17\|16.98\|16.99\|16.53\|91330;2026-07-01\|17.19\|3.18\|16.58\|17.19\|15.90\|167899;2026-07-02\|17.74\|3.20\|17.18\|17.86\|16.91\|243655;2026-07-03\|18.24\|2.82\|17.75\|18.33\|17.66\|198195;2026-07-06\|18.46\|1.21\|18.21\|18.92\|18.01\|202119;2026-07-07\|18.03\|-2.33\|18.41\|18.54\|17.92\|157860;2026-07-08\|17.79\|-1.33\|18.03\|18.20\|17.71\|93147;2026-07-09\|17.84\|0.28\|17.66\|18.15\|17.52\|83909;2026-07-10\|18.00\|0.90\|17.84\|18.45\|17.40\|124942;2026-07-13\|18.19\|1.06\|18.04\|18.59\|18.00\|155211;2026-07-14\|19.09\|4.95\|18.18\|19.10\|18.02\|232461;2026-07-15\|20.47\|7.23\|18.89\|21.00\|18.71\|489430;2026-07-16\|21.00\|2.59\|20.55\|21.50\|19.61\|495432;2026-07-17\|19.65\|-6.43\|21.00\|21.20\|19.47\|352984;2026-07-20\|20.02\|1.88\|19.64\|20.35\|19.20\|282767;2026-07-21\|20.13\|0.55\|19.84\|20.16\|19.31\|256082;2026-07-22\|20.84\|3.53\|19.90\|20.94\|19.80\|270306;2026-07-23\|20.59\|-1.20\|20.43\|20.80\|20.01\|204825;2026-07-24\|19.68\|-4.42\|20.37\|20.57\|19.68\|158904;2026-07-27\|20.40\|3.66\|19.59\|20.46\|19.50\|190433;2026-07-28\|19.55\|-4.17\|20.34\|20.90\|19.50\|174071;2026-07-29\|20.66\|5.68\|19.80\|20.80\|19.60\|228472;2026-07-30\|20.02\|-3.10\|20.67\|20.78\|19.81\|160623;2026-07-31\|20.22\|1.00\|19.56\|20.35\|19.56\|124368;2026-08-03\|20.11\|-0.54\|20.02\|20.43\|19.60\|148577;2026-08-04\|22.12\|9.99\|20.68\|22.12\|20.57\|171442;2026-08-05\|21.88\|-1.08\|22.44\|22.88\|21.52\|455454;2026-08-06\|21.28\|-2.74\|22.28\|22.37\|21.16\|268120;2026-08-07\|23.41\|10.01\|21.16\|23.41\|20.92\|420446;2026-08-10\|23.25\|-0.68\|24.37\|24.85\|22.92\|622827;2026-08-11\|22.40\|-3.66\|22.94\|23.49\|22.30\|435610;2026-08-12\|22.34\|-0.27\|22.42\|23.79\|22.18\|361344;2026-08-13\|22.81\|2.10\|22.00\|23.64\|21.99\|426992;2026-08-14\|22.55\|-1.14\|22.40\|23.23\|22.05\|384891;2026-08-17\|22.20\|-1.55\|22.35\|22.60\|21.61\|288112;2026-08-18\|22.39\|0.86\|22.20\|22.65\|21.75\|252356;2026-08-19\|22.09\|-1.34\|22.31\|22.65\|21.85\|227074;2026-08-20\|21.94\|-0.68\|21.93\|22.53\|21.20\|573123;2026-08-21\|20.72\|-5.56\|21.51\|22.70\|20.66\|369796;2026-08-24\|19.71\|-4.87\|20.81\|20.86\|19.43\|288127;2026-08-25\|20.87\|5.89\|19.65\|20.95\|19.32\|275083;2026-08-26\|20.73\|-0.67\|20.88\|21.18\|20.38\|123456;2026-08-27\|21.54\|3.91\|20.76\|21.66\|20.56\|165655;2026-08-28\|21.33\|-0.97\|21.53\|22.10\|21.32\|144139;2026-08-31\|21.68\|1.64\|21.20\|21.77\|20.91\|177622;2026-09-01\|21.84\|0.74\|21.60\|21.95\|21.42\|161932;2026-09-02\|21.42\|-1.92\|21.84\|21.87\|21.33\|105907;2026-09-03\|21.50\|0.37\|21.37\|21.68\|21.23\|88742;2026-09-04\|22.35\|3.95\|21.59\|22.51\|21.33\|238317;2026-09-07\|22.30\|-0.22\|22.21\|22.62\|22.08\|149247;2026-09-08\|22.51\|0.94\|22.45\|22.69\|21.90\|188235;2026-09-09\|23.10\|2.62\|22.30\|23.10\|22.10\|97489
122976	龙头上半年业绩大增	创新药+P-CAB注射剂+中报预增行业原因： 1、国务院印发《国民健康“十五五”规划》。其中提出，全链条支持创新药和医疗器械发展应用。优化创新药和临床急需药品审评审批。 2、据央视新闻7月13日报道，国家药监局披露数据显示，今年上半年我国创新药对外授权交易总额约1100亿美元，再创历史新高，接近去年全年水平。公司原因： 1、据2026年5月15日投资者关系活动记录表，公司注射用LX22001P-CAB注射剂II期临床研究已于2026年4月初完成全部受试者入组，目前正积极筹备后续III期研究的启动工作，持续完善“口服+注射”P-CAB产品矩阵。 2、据2026年5月15日投资者关系活动记录表，公司以消化系统疾病为核心战略阵地，核心品种替戈拉生片泰欣赞®三大适应症已全部纳入国家医保目录，销售保持良好增长态势。 3、据2026年7月14日公告，公司预计2026年中报净利润4900万元至5100万元，同比增长176.91%至188.22%，主要系核心创新药替戈拉生片销售收入同比实现较快增长及转让子公司股权确认投资收益所致。	公司拥有原料药到制剂的完整产业链	2026-04-30\|5.53\|2.60\|5.38\|5.62\|5.32\|588983;2026-05-06\|5.58\|0.90\|5.59\|5.60\|5.48\|439288;2026-05-07\|5.49\|-1.61\|5.54\|5.54\|5.42\|357657;2026-05-08\|5.48\|-0.18\|5.47\|5.54\|5.41\|311969;2026-05-11\|5.55\|1.28\|5.43\|5.56\|5.34\|436434;2026-05-12\|5.40\|-2.70\|5.51\|5.51\|5.36\|335414;2026-05-13\|5.38\|-0.37\|5.41\|5.58\|5.35\|368720;2026-05-14\|5.22\|-2.97\|5.38\|5.43\|5.22\|308039;2026-05-15\|5.13\|-1.72\|5.22\|5.27\|5.08\|250775;2026-05-18\|4.97\|-3.12\|5.10\|5.13\|4.93\|255191;2026-05-19\|4.68\|-5.83\|4.97\|5.00\|4.51\|470407;2026-05-20\|4.80\|2.56\|4.65\|4.84\|4.59\|281312;2026-05-21\|4.55\|-5.21\|4.77\|4.90\|4.50\|319712;2026-05-22\|4.50\|-1.10\|4.59\|4.62\|4.47\|248912;2026-05-25\|4.41\|-2.00\|4.50\|4.51\|4.35\|201158;2026-05-26\|4.37\|-0.91\|4.39\|4.40\|4.27\|214732;2026-05-27\|4.27\|-2.29\|4.37\|4.37\|4.22\|181758;2026-05-28\|4.27\|0.00\|4.27\|4.31\|4.20\|167460;2026-05-29\|4.29\|0.47\|4.26\|4.34\|4.23\|171765;2026-06-01\|4.36\|1.63\|4.29\|4.39\|4.21\|183433;2026-06-02\|4.19\|-3.90\|4.35\|4.37\|4.17\|192169;2026-06-03\|4.19\|0.00\|4.17\|4.21\|4.10\|182864;2026-06-04\|4.18\|-0.24\|4.18\|4.22\|4.10\|130211;2026-06-05\|4.19\|0.24\|4.19\|4.35\|4.16\|159453;2026-06-08\|4.09\|-2.39\|4.18\|4.25\|4.05\|158487;2026-06-09\|4.15\|1.47\|4.15\|4.19\|4.07\|118010;2026-06-10\|4.11\|-0.96\|4.15\|4.15\|4.02\|142135;2026-06-11\|4.08\|-0.73\|4.07\|4.11\|3.99\|118222;2026-06-12\|4.19\|2.70\|4.09\|4.25\|4.04\|197873;2026-06-15\|4.11\|-1.91\|4.17\|4.24\|4.08\|152408;2026-06-16\|4.05\|-1.46\|4.13\|4.13\|4.01\|129584;2026-06-17\|3.98\|-1.73\|4.03\|4.05\|3.96\|133991;2026-06-18\|4.00\|0.50\|3.93\|4.05\|3.90\|127589;2026-06-22\|3.97\|-0.75\|4.01\|4.02\|3.84\|156853;2026-06-23\|4.12\|3.78\|3.95\|4.22\|3.93\|263538;2026-06-24\|4.02\|-2.43\|4.11\|4.15\|4.00\|172233;2026-06-25\|3.94\|-1.99\|4.00\|4.00\|3.83\|177671;2026-06-26\|3.80\|-3.55\|3.90\|3.94\|3.78\|138805;2026-06-29\|4.01\|5.53\|3.78\|4.04\|3.70\|256042;2026-06-30\|3.84\|-4.24\|3.96\|4.00\|3.80\|223529;2026-07-01\|4.14\|7.81\|3.84\|4.17\|3.78\|356424;2026-07-02\|4.17\|0.72\|4.12\|4.27\|4.08\|287034;2026-07-03\|4.31\|3.36\|4.20\|4.37\|4.06\|308117;2026-07-06\|4.74\|9.98\|4.27\|4.74\|4.21\|608946;2026-07-07\|4.69\|-1.05\|4.68\|4.98\|4.60\|1013984;2026-07-08\|4.52\|-3.62\|4.65\|4.80\|4.50\|674578;2026-07-09\|4.51\|-0.22\|4.45\|4.70\|4.40\|537353;2026-07-10\|4.60\|2.00\|4.44\|4.75\|4.41\|520030;2026-07-13\|4.57\|-0.65\|4.67\|4.75\|4.52\|453471;2026-07-14\|4.71\|3.06\|4.68\|4.82\|4.49\|507574;2026-07-15\|4.91\|4.25\|4.65\|4.96\|4.63\|670471;2026-07-16\|4.88\|-0.61\|4.81\|5.04\|4.68\|623110;2026-07-17\|4.46\|-8.61\|4.73\|4.78\|4.40\|573947;2026-07-20\|4.57\|2.47\|4.44\|4.62\|4.39\|452328;2026-07-21\|4.49\|-1.75\|4.51\|4.54\|4.26\|352483;2026-07-22\|4.94\|10.02\|4.45\|4.94\|4.42\|437089;2026-07-23\|5.07\|2.63\|5.00\|5.23\|4.95\|1084557;2026-07-24\|4.71\|-7.10\|4.92\|5.05\|4.71\|756008;2026-07-27\|4.84\|2.76\|4.71\|4.90\|4.68\|537817;2026-07-28\|4.79\|-1.03\|4.82\|4.99\|4.77\|450457;2026-07-29\|4.76\|-0.63\|4.77\|4.85\|4.69\|408325;2026-07-30\|4.55\|-4.41\|4.70\|4.78\|4.54\|439967;2026-07-31\|4.62\|1.54\|4.51\|4.64\|4.51\|317789;2026-08-03\|4.65\|0.65\|4.65\|4.78\|4.62\|243789;2026-08-04\|5.12\|10.11\|4.71\|5.12\|4.66\|480578;2026-08-05\|5.08\|-0.78\|5.05\|5.12\|5.00\|786571;2026-08-06\|5.05\|-0.59\|5.10\|5.18\|4.97\|513914;2026-08-07\|5.33\|5.54\|5.08\|5.34\|5.05\|984844;2026-08-10\|5.30\|-0.56\|5.31\|5.50\|5.24\|921953;2026-08-11\|5.28\|-0.38\|5.27\|5.44\|5.21\|602404;2026-08-12\|5.33\|0.95\|5.28\|5.36\|5.23\|470613;2026-08-13\|5.28\|-0.94\|5.32\|5.38\|5.20\|483998;2026-08-14\|5.29\|0.19\|5.27\|5.42\|5.20\|438025;2026-08-17\|5.42\|2.46\|5.28\|5.47\|5.14\|550067;2026-08-18\|5.36\|-1.11\|5.44\|5.52\|5.32\|346212;2026-08-19\|5.20\|-2.99\|5.32\|5.45\|5.18\|401318;2026-08-20\|5.31\|2.12\|5.36\|5.45\|5.19\|440582;2026-08-21\|5.00\|-5.84\|5.25\|5.27\|4.98\|489739;2026-08-24\|4.66\|-6.80\|4.95\|4.99\|4.61\|448185;2026-08-25\|4.83\|3.65\|4.60\|4.89\|4.51\|455887;2026-08-26\|4.85\|0.41\|4.83\|5.01\|4.76\|411970;2026-08-27\|5.17\|6.60\|4.81\|5.34\|4.80\|881254;2026-08-28\|5.06\|-2.13\|5.22\|5.25\|5.00\|611214;2026-08-31\|4.84\|-4.35\|5.00\|5.01\|4.80\|435605;2026-09-01\|4.95\|2.27\|4.85\|4.99\|4.81\|335689;2026-09-02\|4.86\|-1.82\|4.94\|4.96\|4.84\|223095;2026-09-03\|4.78\|-1.65\|4.86\|4.90\|4.73\|211435;2026-09-04\|4.77\|-0.21\|4.77\|4.87\|4.73\|195585;2026-09-07\|4.75\|-0.42\|4.74\|4.79\|4.73\|148549;2026-09-08\|4.82\|1.47\|4.75\|4.83\|4.67\|280115;2026-09-09\|4.77\|-1.04\|4.78\|4.80\|4.68\|123700
122975	龙头上半年业绩大增	CDMO+GLP-1多肽+新兴业务爆发行业原因：渤海证券指出，近期多家医药上市公司开启股份回购，增强市场信心，释放价值低估信号，看好行业筑底修复机遇。同时，长期看好国产创新药发展趋势。中信建投指出，AI重塑制药逻辑的底层变革与商业化加速突破。公司原因： 1、据2026年4月28日机构调研，公司化学大分子业务含多肽、寡核苷酸等需求旺盛，减重领域多肽客户对产能需求迫切；截至一季报披露日，化学大分子在手订单同比增长127.59%，多肽固相合成总产能预计2026年底增至69,000升；据2025年年度报告，公司服务减重相关GLP-1多肽项目19个，其中8个处于临床后期。 2、据华福证券2026年6月15日研报，公司作为全球领先的一体化CDMO企业，新兴业务在手订单充沛，进入加速兑现期，预计2026-2028年归母净利润同比增长24%/31%/24%，首次覆盖给予“买入”评级；据2025年年度报告，公司2026年营业收入增长预计为19%-22%。	国内CMO行业龙头之一	2026-04-30\|125.56\|-0.98\|126.73\|128.99\|125.17\|75975;2026-05-06\|124.68\|-0.70\|123.20\|125.48\|120.80\|83534;2026-05-07\|128.08\|2.73\|124.98\|131.29\|124.98\|78298;2026-05-08\|123.58\|-3.51\|128.09\|128.80\|123.45\|56661;2026-05-11\|130.08\|5.26\|122.50\|130.80\|121.80\|109593;2026-05-12\|128.89\|-0.91\|128.36\|132.98\|128.00\|106964;2026-05-13\|126.68\|-1.71\|129.63\|130.00\|125.28\|63109;2026-05-14\|122.19\|-3.54\|126.22\|128.93\|122.00\|58690;2026-05-15\|117.97\|-3.45\|122.41\|125.31\|116.92\|85605;2026-05-18\|118.77\|0.68\|117.70\|119.93\|115.06\|53967;2026-05-19\|117.89\|-0.74\|118.73\|122.50\|117.03\|49234;2026-05-20\|118.86\|0.82\|117.80\|120.80\|115.90\|56992;2026-05-21\|126.15\|6.13\|119.00\|129.30\|118.41\|123642;2026-05-22\|126.85\|0.55\|126.14\|127.72\|124.24\|85612;2026-05-25\|123.93\|-2.30\|125.00\|125.87\|120.83\|78273;2026-05-26\|123.49\|-0.35\|123.00\|124.00\|119.06\|52019;2026-05-27\|122.16\|-1.08\|122.97\|123.72\|118.00\|70155;2026-05-28\|117.62\|-3.72\|122.19\|123.98\|117.10\|57400;2026-05-29\|117.42\|-0.17\|118.28\|121.10\|114.73\|69546;2026-06-01\|115.39\|-1.73\|117.42\|125.29\|114.70\|78242;2026-06-02\|113.91\|-1.28\|115.50\|115.88\|111.70\|48053;2026-06-03\|116.63\|2.39\|113.80\|118.34\|113.01\|51896;2026-06-04\|119.62\|2.56\|115.60\|119.79\|115.00\|44897;2026-06-05\|116.27\|-2.80\|119.60\|122.00\|115.31\|59090;2026-06-08\|112.56\|-3.19\|113.01\|116.26\|111.52\|48386;2026-06-09\|111.38\|-1.05\|113.33\|113.59\|106.83\|66105;2026-06-10\|113.40\|1.81\|111.38\|115.18\|110.30\|40649;2026-06-11\|113.61\|0.19\|112.98\|115.99\|111.59\|42948;2026-06-12\|117.01\|2.99\|113.50\|117.50\|112.24\|60048;2026-06-15\|114.56\|-2.09\|115.84\|115.84\|112.66\|47058;2026-06-16\|112.07\|-2.17\|114.50\|114.75\|111.64\|42965;2026-06-17\|115.00\|2.61\|112.08\|115.57\|111.18\|33750;2026-06-18\|123.82\|7.67\|114.80\|124.78\|113.60\|71946;2026-06-22\|125.81\|1.61\|123.39\|125.87\|120.00\|65032;2026-06-23\|128.70\|2.30\|125.10\|131.68\|124.13\|89514;2026-06-24\|141.57\|10.00\|129.42\|141.57\|127.80\|67291;2026-06-25\|151.46\|6.99\|142.11\|155.02\|141.57\|175621;2026-06-26\|152.50\|1.56\|152.51\|158.50\|150.25\|138383;2026-06-29\|167.75\|10.00\|155.55\|167.75\|151.00\|106012;2026-06-30\|162.00\|-3.43\|170.76\|171.80\|158.50\|185500;2026-07-01\|164.80\|1.73\|158.88\|170.00\|150.17\|218622;2026-07-02\|153.19\|-7.04\|159.91\|167.30\|151.50\|195791;2026-07-03\|165.80\|8.23\|156.00\|166.70\|149.55\|174010;2026-07-06\|162.10\|-2.23\|160.00\|181.81\|157.00\|232678;2026-07-07\|153.10\|-5.55\|160.47\|163.01\|152.26\|183218;2026-07-08\|149.53\|-2.33\|154.13\|159.77\|149.00\|126991;2026-07-09\|161.23\|7.82\|149.30\|163.31\|145.11\|154466;2026-07-10\|165.41\|2.59\|159.00\|171.54\|156.50\|155367;2026-07-13\|165.33\|-0.05\|163.76\|171.48\|163.00\|134612;2026-07-14\|177.95\|7.63\|164.72\|181.51\|158.40\|180477;2026-07-15\|195.75\|10.00\|175.00\|195.75\|175.00\|224718;2026-07-16\|179.99\|-8.05\|191.08\|200.00\|178.00\|210643;2026-07-17\|161.99\|-10.00\|176.38\|177.85\|161.99\|126469;2026-07-20\|162.51\|0.32\|150.00\|168.98\|150.00\|151264;2026-07-21\|169.50\|4.30\|161.65\|170.00\|158.50\|130498;2026-07-22\|164.28\|-3.08\|166.11\|175.58\|163.81\|122690;2026-07-23\|163.54\|-0.45\|163.00\|169.76\|160.16\|94975;2026-07-24\|158.22\|-3.25\|163.00\|165.96\|157.40\|88592;2026-07-27\|162.95\|2.99\|158.52\|169.30\|157.60\|96530;2026-07-28\|157.36\|-3.43\|162.00\|163.49\|156.70\|67752;2026-07-29\|155.01\|-1.49\|159.98\|164.00\|154.08\|79148;2026-07-30\|145.95\|-5.84\|155.01\|155.01\|142.43\|115855;2026-07-31\|152.65\|4.59\|148.29\|157.43\|145.95\|89779;2026-08-03\|146.92\|-3.75\|151.26\|155.90\|146.00\|74011;2026-08-04\|161.61\|10.00\|155.55\|161.61\|155.55\|56901;2026-08-05\|163.38\|1.10\|162.00\|171.50\|162.00\|141387;2026-08-06\|156.60\|-4.15\|165.50\|166.16\|154.00\|135131;2026-08-07\|172.26\|10.00\|156.50\|172.26\|156.00\|108451;2026-08-10\|176.00\|2.17\|180.00\|188.00\|171.97\|232822;2026-08-11\|175.64\|-0.20\|174.79\|184.30\|172.30\|183990;2026-08-12\|175.00\|-0.36\|175.47\|179.10\|173.88\|111088;2026-08-13\|173.81\|-0.68\|174.57\|180.58\|171.20\|174108;2026-08-14\|171.20\|-1.50\|172.00\|175.29\|167.30\|117477;2026-08-17\|177.12\|3.46\|170.19\|178.37\|168.00\|120597;2026-08-18\|177.25\|0.07\|176.58\|179.99\|173.80\|104329;2026-08-19\|170.59\|-3.76\|176.00\|179.20\|169.59\|119940;2026-08-20\|182.40\|6.92\|180.12\|187.65\|176.03\|249672;2026-08-21\|168.10\|-7.84\|178.12\|178.12\|166.22\|205338;2026-08-24\|156.57\|-6.86\|170.66\|170.99\|155.00\|145442;2026-08-25\|172.23\|10.00\|156.48\|172.23\|154.20\|170217;2026-08-26\|171.90\|-0.19\|175.67\|179.67\|171.70\|151846;2026-08-27\|170.64\|-0.73\|173.37\|173.76\|166.72\|106611;2026-08-28\|164.94\|-3.34\|168.00\|170.64\|164.20\|82236;2026-08-31\|161.60\|-2.02\|160.66\|163.84\|157.78\|103361;2026-09-01\|160.88\|-0.45\|161.37\|162.30\|155.75\|96879;2026-09-02\|164.60\|2.31\|161.00\|166.66\|157.87\|113739;2026-09-03\|168.22\|2.20\|164.60\|169.50\|163.22\|92948;2026-09-04\|163.02\|-3.09\|168.00\|168.48\|162.21\|65676;2026-09-07\|166.60\|2.20\|161.18\|167.49\|161.18\|66947;2026-09-08\|174.31\|4.63\|165.80\|176.60\|162.66\|122074;2026-09-09\|174.58\|0.15\|171.00\|175.80\|170.44\|50737
122974	龙头上半年业绩大增	医药+创新药+中报减亏行业原因： 1、国务院印发《国民健康“十五五”规划》。其中提出，全链条支持创新药和医疗器械发展应用。优化创新药和临床急需药品审评审批。 2、据央视新闻7月13日报道，国家药监局披露数据显示，今年上半年我国创新药对外授权交易总额约1100亿美元，再创历史新高，接近去年全年水平。公司原因： 1、据2026年7月15日公告，公司预计上半年净亏损3800万元至4800万元，同比增长48.08%至58.87%，亏损大幅收窄，主要系部分产品售价回升，公司转回相关存货跌价准备。 2、据2025年年报，公司拥有药品批准文号200余项，核心品种盐酸昂丹司琼注射液以22.96%的市场占有率位居行业第二，基础大输液产品长期占据东北市场主导地位。 3、据2025年年报，公司全年研发投入1.33亿元，重点支持创新药研发，已掌握子囊霉素、雷帕霉素等关键免疫抑制剂类原料药的核心生产技术。	1、公司旗下礼德生物作为创新药研发平台，聚焦抗肿瘤领域和免疫制剂研发，公司拥有包括创新药等在内的 40 余项在研项目，持续加大研发投入； 2、公司美妆系列聚焦日常多护肤场景，打造精细化面膜矩阵；“哈三联”II 类医疗器械敷料系列搭载重组胶原蛋白与透明质酸钠两大核心成分，深耕问题性肌肤赛道	2026-04-30\|11.56\|0.09\|11.49\|11.76\|11.47\|48783;2026-05-06\|11.45\|-0.95\|11.55\|11.56\|11.40\|47272;2026-05-07\|11.40\|-0.44\|11.45\|11.60\|11.35\|42919;2026-05-08\|11.59\|1.67\|11.41\|11.61\|11.38\|38835;2026-05-11\|11.76\|1.47\|11.52\|11.80\|11.48\|58802;2026-05-12\|11.57\|-1.62\|11.76\|11.80\|11.45\|37802;2026-05-13\|11.51\|-0.52\|11.59\|11.65\|11.47\|32070;2026-05-14\|11.37\|-1.22\|11.50\|11.53\|11.36\|28239;2026-05-15\|11.38\|0.09\|11.38\|11.45\|11.25\|33169;2026-05-18\|11.20\|-1.58\|11.38\|11.38\|11.06\|31532;2026-05-19\|11.29\|0.80\|11.23\|11.38\|11.17\|25194;2026-05-20\|11.20\|-0.80\|11.32\|11.32\|11.11\|23374;2026-05-21\|10.74\|-4.11\|11.27\|11.29\|10.70\|34541;2026-05-22\|10.90\|1.49\|10.74\|11.06\|10.60\|32426;2026-05-25\|10.75\|-1.38\|10.90\|11.05\|10.62\|24086;2026-05-26\|10.35\|-3.72\|10.80\|10.81\|10.26\|46070;2026-05-27\|10.14\|-2.03\|10.38\|10.38\|10.00\|42724;2026-05-28\|10.30\|1.58\|10.14\|10.35\|10.05\|30888;2026-05-29\|10.25\|-0.49\|10.28\|10.41\|10.14\|38403;2026-06-01\|10.57\|3.12\|10.25\|10.65\|10.17\|37642;2026-06-02\|10.48\|-0.85\|10.60\|10.66\|10.25\|38837;2026-06-03\|10.27\|-2.00\|10.46\|10.60\|10.15\|36673;2026-06-04\|10.01\|-2.53\|10.26\|10.30\|9.91\|36085;2026-06-05\|10.01\|0.00\|10.02\|10.20\|9.89\|35162;2026-06-08\|9.84\|-1.70\|9.82\|10.08\|9.63\|33968;2026-06-09\|9.95\|1.12\|9.82\|10.08\|9.67\|32344;2026-06-10\|9.88\|-0.70\|10.04\|10.08\|9.63\|32974;2026-06-11\|9.78\|-1.01\|9.85\|9.90\|9.64\|26881;2026-06-12\|9.91\|1.33\|9.88\|9.97\|9.66\|28513;2026-06-15\|10.02\|1.11\|9.91\|10.20\|9.81\|36146;2026-06-16\|10.27\|2.50\|9.94\|10.40\|9.86\|55248;2026-06-17\|10.05\|-2.14\|10.26\|10.59\|10.03\|37800;2026-06-18\|9.87\|-1.79\|10.04\|10.15\|9.83\|23930;2026-06-22\|9.85\|-0.20\|9.80\|9.89\|9.45\|34418;2026-06-23\|10.24\|3.96\|9.83\|10.59\|9.73\|60308;2026-06-24\|9.86\|-3.71\|10.26\|10.35\|9.82\|49704;2026-06-25\|9.61\|-2.54\|9.82\|9.86\|9.42\|38049;2026-06-26\|9.24\|-3.85\|9.52\|9.62\|9.23\|35042;2026-06-29\|9.57\|3.57\|9.12\|9.63\|8.93\|54854;2026-06-30\|9.18\|-4.08\|9.48\|9.64\|9.11\|41466;2026-07-01\|9.68\|5.45\|9.09\|9.73\|9.08\|61947;2026-07-02\|9.71\|0.31\|9.69\|9.97\|9.60\|47434;2026-07-03\|9.95\|2.47\|9.85\|10.00\|9.60\|40982;2026-07-06\|10.02\|0.70\|9.96\|10.17\|9.86\|43858;2026-07-07\|9.62\|-3.99\|10.02\|10.02\|9.61\|33169;2026-07-08\|9.57\|-0.52\|9.58\|9.80\|9.46\|31466;2026-07-09\|9.51\|-0.63\|9.52\|9.80\|9.33\|33435;2026-07-10\|9.80\|3.05\|9.61\|9.93\|9.32\|52936;2026-07-13\|9.73\|-0.71\|9.78\|9.92\|9.65\|41870;2026-07-14\|10.17\|4.52\|9.70\|10.38\|9.57\|73835;2026-07-15\|11.19\|10.03\|10.06\|11.19\|10.00\|119784;2026-07-16\|12.11\|8.22\|11.16\|12.30\|10.96\|337052;2026-07-17\|10.90\|-9.99\|11.31\|11.60\|10.90\|130986;2026-07-20\|10.04\|-7.89\|9.88\|10.59\|9.82\|217151;2026-07-21\|10.00\|-0.40\|10.42\|10.44\|9.35\|169162;2026-07-22\|11.00\|10.00\|9.88\|11.00\|9.65\|91632;2026-07-23\|12.10\|10.00\|11.93\|12.10\|10.70\|251736;2026-07-24\|11.40\|-5.79\|12.10\|12.30\|11.19\|298270;2026-07-27\|12.54\|10.00\|10.88\|12.54\|10.88\|248859;2026-07-28\|12.98\|3.51\|12.80\|13.61\|12.62\|449338;2026-07-29\|11.80\|-9.09\|12.14\|12.60\|11.68\|344278;2026-07-30\|11.56\|-2.03\|11.99\|12.70\|11.35\|310429;2026-07-31\|11.46\|-0.87\|10.62\|11.57\|10.62\|243240;2026-08-03\|11.27\|-1.66\|11.46\|11.57\|11.14\|148591;2026-08-04\|12.40\|10.03\|11.41\|12.40\|11.41\|123313;2026-08-05\|12.71\|2.50\|12.40\|13.50\|12.18\|413848;2026-08-06\|12.25\|-3.62\|12.41\|12.64\|12.06\|293590;2026-08-07\|13.48\|10.04\|12.26\|13.48\|12.26\|316627;2026-08-10\|14.83\|10.01\|14.30\|14.83\|14.27\|598714;2026-08-11\|14.58\|-1.69\|14.30\|15.80\|14.30\|625698;2026-08-12\|14.61\|0.21\|14.29\|15.28\|14.29\|445250;2026-08-13\|14.22\|-2.67\|14.47\|14.98\|13.92\|402439;2026-08-14\|13.92\|-2.11\|14.22\|14.30\|13.58\|258493;2026-08-17\|14.92\|7.18\|13.83\|15.31\|13.39\|379401;2026-08-18\|14.21\|-4.76\|14.71\|14.96\|14.10\|237584;2026-08-19\|15.63\|9.99\|14.30\|15.63\|14.21\|207520;2026-08-20\|15.30\|-2.11\|17.19\|17.19\|15.28\|646077;2026-08-21\|13.77\|-10.00\|13.77\|14.29\|13.77\|190353;2026-08-24\|14.15\|2.76\|13.18\|14.33\|13.18\|487763;2026-08-25\|14.09\|-0.42\|13.40\|14.20\|12.74\|432846;2026-08-26\|13.62\|-3.34\|14.24\|14.28\|13.21\|329101;2026-08-27\|13.89\|1.98\|13.39\|14.47\|13.31\|354152;2026-08-28\|13.29\|-4.32\|13.81\|14.11\|13.20\|309120;2026-08-31\|12.73\|-4.21\|12.88\|13.00\|12.59\|237278;2026-09-01\|13.03\|2.36\|12.65\|13.18\|12.51\|194916;2026-09-02\|12.73\|-2.30\|12.94\|13.13\|12.57\|118308;2026-09-03\|12.43\|-2.36\|12.85\|12.85\|12.24\|109297;2026-09-04\|12.24\|-1.53\|12.44\|12.49\|12.15\|81482;2026-09-07\|12.31\|0.57\|12.24\|12.35\|12.13\|72472;2026-09-08\|12.42\|0.89\|12.34\|12.49\|12.11\|109247;2026-09-09\|12.21\|-1.69\|12.35\|12.37\|12.17\|45974
122973	龙头上半年业绩大增	创新药+复杂制剂+医疗服务行业原因： 1、1月12日晚间，药明康德发布2025年度业绩预增公告，公司预计2025年归母净利润约为191.51亿元，同比大幅增长约102.65%。 2、蚂蚁阿福发布一个月后，月活突破3000万，单日提问量超1000万。继OpenAI上周推出医疗健康产品后，Anthropic紧随其后进军医疗领域。公司原因： 1、据2025年11月10日业绩说明会，公司前三季度营收2.99亿元、归母净利3267万元，分别同比增2.74%、36.41%，利润总额增43.13%，主因加强项目全周期管理、提升销售收入、优化人员结构及成本控制等多因素共同作用。 2、据2025年11月10日业绩说明会，公司围绕吸入、缓控释等五大复杂制剂平台，2025年上半年申报受理89个项目、获批52个，申报量及获批量均居行业前列。 3、据2025年8月22日半年度报告，公司为制药企业提供从药物发现、CMC开发到注册申报的一站式CRO服务，累计取得国内注册批件400余项，服务数十家中国制药百强企业。	综合服务性CRO企业，控股股东、实际控制人拟变更为金华市国资委	2026-04-30\|8.43\|-1.06\|8.48\|8.51\|8.40\|73936;2026-05-06\|8.49\|0.71\|8.47\|8.54\|8.43\|100945;2026-05-07\|8.42\|-0.82\|8.49\|8.55\|8.40\|90119;2026-05-08\|8.40\|0.24\|8.39\|8.42\|8.35\|62599;2026-05-11\|8.53\|1.55\|8.40\|8.53\|8.23\|157816;2026-05-12\|8.40\|-1.52\|8.52\|8.52\|8.36\|93007;2026-05-13\|8.38\|-0.24\|8.41\|8.45\|8.36\|79062;2026-05-14\|8.10\|-3.34\|8.38\|8.38\|8.10\|116432;2026-05-15\|8.09\|-0.12\|8.12\|8.18\|8.07\|64579;2026-05-18\|7.99\|-1.24\|8.07\|8.07\|7.90\|68971;2026-05-19\|7.92\|-0.88\|7.97\|8.05\|7.89\|64043;2026-05-20\|7.76\|-2.02\|7.90\|7.93\|7.66\|81395;2026-05-21\|7.68\|-1.03\|7.72\|7.94\|7.68\|99493;2026-05-22\|7.79\|1.43\|7.74\|7.85\|7.55\|77830;2026-05-25\|7.68\|-1.41\|7.81\|7.84\|7.62\|56853;2026-05-26\|7.45\|-2.99\|7.67\|7.67\|7.33\|86354;2026-05-27\|7.32\|-1.75\|7.40\|7.41\|7.25\|70451;2026-05-28\|7.33\|0.14\|7.30\|7.39\|7.20\|62640;2026-05-29\|7.30\|-0.41\|7.34\|7.38\|7.24\|75775;2026-06-01\|7.46\|2.19\|7.27\|7.48\|7.24\|67127;2026-06-02\|7.31\|-2.01\|7.45\|7.50\|7.22\|64416;2026-06-03\|7.29\|-0.27\|7.30\|7.35\|7.12\|63666;2026-06-04\|7.10\|-2.61\|7.26\|7.29\|7.01\|69517;2026-06-05\|7.08\|-0.28\|7.11\|7.24\|6.97\|63520;2026-06-08\|7.79\|10.03\|7.25\|7.79\|7.15\|369536;2026-06-09\|7.51\|-3.59\|7.75\|7.79\|7.48\|278270;2026-06-10\|8.02\|6.79\|7.71\|8.18\|7.61\|357276;2026-06-11\|7.87\|-1.87\|7.81\|7.99\|7.75\|219368;2026-06-12\|7.77\|-1.27\|7.82\|7.84\|7.55\|196126;2026-06-15\|7.66\|-1.42\|7.69\|7.72\|7.58\|137469;2026-06-16\|7.36\|-3.92\|7.61\|7.62\|7.34\|171075;2026-06-17\|7.15\|-2.85\|7.38\|7.38\|7.07\|144340;2026-06-18\|7.11\|-0.56\|7.08\|7.23\|7.00\|93784;2026-06-22\|6.83\|-3.94\|7.01\|7.04\|6.63\|149541;2026-06-23\|7.04\|3.07\|6.76\|7.19\|6.73\|127620;2026-06-24\|7.07\|0.43\|6.96\|7.31\|6.96\|142241;2026-06-25\|6.77\|-4.24\|6.98\|6.98\|6.65\|130245;2026-06-26\|6.50\|-3.99\|6.62\|6.74\|6.47\|73514;2026-06-29\|6.75\|3.85\|6.46\|6.83\|6.25\|131956;2026-06-30\|6.62\|-1.93\|6.65\|6.75\|6.53\|91011;2026-07-01\|6.83\|3.17\|6.57\|6.84\|6.51\|122560;2026-07-02\|6.90\|1.02\|6.75\|7.03\|6.75\|111249;2026-07-03\|6.96\|0.87\|6.98\|7.01\|6.73\|92682;2026-07-06\|7.02\|0.86\|6.87\|7.15\|6.86\|123943;2026-07-07\|6.80\|-3.13\|6.98\|6.98\|6.68\|96400;2026-07-08\|6.69\|-1.62\|6.71\|6.81\|6.60\|59706;2026-07-09\|6.55\|-2.09\|6.63\|6.76\|6.46\|83165;2026-07-10\|6.80\|3.82\|6.49\|6.88\|6.38\|140406;2026-07-13\|6.75\|-0.74\|6.79\|6.91\|6.70\|87318;2026-07-14\|6.88\|1.93\|6.70\|6.89\|6.61\|102544;2026-07-15\|7.57\|10.03\|6.89\|7.57\|6.85\|230148;2026-07-16\|8.31\|9.78\|7.65\|8.32\|7.63\|715179;2026-07-17\|7.48\|-9.99\|7.76\|7.98\|7.48\|318127;2026-07-20\|7.26\|-2.94\|7.04\|7.40\|6.82\|352590;2026-07-21\|6.86\|-5.51\|7.14\|7.17\|6.53\|344870;2026-07-22\|6.81\|-0.73\|6.74\|7.09\|6.73\|248590;2026-07-23\|6.95\|2.06\|6.71\|6.96\|6.61\|223162;2026-07-24\|6.60\|-5.04\|6.88\|7.01\|6.57\|188131;2026-07-27\|7.00\|6.06\|6.56\|7.20\|6.40\|247165;2026-07-28\|7.07\|1.00\|6.96\|7.26\|6.91\|225553;2026-07-29\|7.06\|-0.14\|7.21\|7.29\|6.97\|183172;2026-07-30\|6.85\|-2.97\|7.04\|7.14\|6.81\|163308;2026-07-31\|7.03\|2.63\|6.91\|7.04\|6.85\|130655;2026-08-03\|7.20\|2.42\|7.02\|7.22\|7.02\|139404;2026-08-04\|7.92\|10.00\|7.92\|7.92\|7.92\|107250;2026-08-05\|8.71\|9.97\|8.71\|8.71\|8.36\|416179;2026-08-06\|9.58\|9.99\|9.54\|9.58\|8.95\|1258271;2026-08-07\|10.54\|10.02\|10.25\|10.54\|10.10\|600683;2026-08-10\|11.59\|9.96\|11.59\|11.59\|11.59\|51187;2026-08-11\|12.75\|10.01\|12.75\|12.75\|12.57\|668310;2026-08-12\|14.03\|10.04\|13.38\|14.03\|13.27\|1323964;2026-08-13\|14.50\|3.35\|13.60\|15.09\|13.00\|1849714;2026-08-14\|13.81\|-4.76\|13.61\|14.49\|13.30\|1201047;2026-08-17\|14.02\|1.52\|13.80\|14.30\|13.08\|1168897;2026-08-18\|13.50\|-3.71\|13.90\|14.42\|13.32\|1059650;2026-08-19\|13.72\|1.63\|13.00\|14.41\|12.85\|1226470;2026-08-20\|13.66\|-0.44\|14.20\|14.44\|13.31\|1222364;2026-08-21\|13.25\|-3.00\|12.89\|13.60\|12.29\|1090111;2026-08-24\|14.19\|7.09\|13.25\|14.30\|13.08\|1232013;2026-08-25\|14.96\|5.43\|13.88\|15.08\|13.50\|1344575;2026-08-26\|15.16\|1.34\|14.60\|15.59\|14.11\|1301261;2026-08-27\|16.68\|10.03\|16.22\|16.68\|15.61\|1670902;2026-08-28\|15.44\|-7.43\|16.33\|16.67\|15.01\|1837162;2026-08-31\|13.90\|-9.97\|13.90\|13.99\|13.90\|467432;2026-09-01\|13.19\|-5.11\|12.92\|14.00\|12.64\|1425662;2026-09-02\|12.86\|-2.50\|12.66\|13.58\|11.89\|1474542;2026-09-03\|11.80\|-8.24\|12.80\|13.20\|11.57\|1281204;2026-09-04\|11.94\|1.19\|11.80\|12.28\|11.22\|1149626;2026-09-07\|12.02\|0.67\|11.68\|12.14\|11.50\|881052;2026-09-08\|12.28\|2.16\|11.90\|12.59\|11.53\|1266045;2026-09-09\|11.67\|-4.97\|12.00\|12.12\|11.65\|545519
122972	龙头上半年业绩大增	创新药+医疗器械+海南自贸区行业原因：渤海证券指出，近期多家医药上市公司开启股份回购，增强市场信心，释放价值低估信号，看好行业筑底修复机遇。同时，长期看好国产创新药发展趋势。中信建投指出，AI重塑制药逻辑的底层变革与商业化加速突破。公司原因： 1、据2025年8月21日半年报及2026年4月30日年报，公司布局ADSC、JCDC等I类创新药管线，适应症覆盖前列腺癌、II型糖尿病及泛癌种术后辅助治疗，部分项目处于iiT临床研究阶段。 2、据2026年4月30日年报，公司系美国RTI公司安全注射器、安全注射针等产品的代工生产商，并拥有双鸽品牌注射器三十余年历史，具备针尖硅化等核心技术。 3、据2026年4月30日年报，公司旗下博鳌国际医院位于海南博鳌乐城先行区，享受《促进规定》政策，致力于引进国际前沿医药科技成果并开展临床转化研究。	1、子公司博鳌国际医院拥有国内唯一一家通过日本国厚生省认证的国际再生医学实验室，建成了包括细胞存储、国际标准细胞制备、细胞治疗临床研究、干细胞与再生医学技术转化四大核心技术平台，医院自体脂肪干细胞获得中检院的质量检定； 2、公司近日全资成立浙江继明芯集成电路有限公司与上海继明芯微电子有限公司，经营范围涵盖集成电路芯片设计及服务、人工智能应用软件开发等	2026-04-30\|9.80\|2.51\|9.64\|10.24\|9.55\|240720;2026-05-06\|10.11\|3.16\|9.73\|10.27\|9.71\|177128;2026-05-07\|10.42\|3.07\|10.18\|10.48\|10.06\|210043;2026-05-08\|10.15\|-2.59\|10.45\|10.48\|10.08\|212598;2026-05-11\|10.12\|-0.30\|10.00\|10.34\|9.75\|291183;2026-05-12\|10.39\|2.67\|10.13\|10.55\|10.01\|266891;2026-05-13\|10.30\|-0.87\|10.47\|10.53\|10.25\|178481;2026-05-14\|10.25\|-0.49\|10.38\|10.77\|10.23\|170279;2026-05-15\|9.99\|-2.54\|10.22\|10.32\|9.94\|178500;2026-05-18\|10.01\|0.20\|9.92\|10.07\|9.85\|119233;2026-05-19\|9.92\|-0.90\|10.06\|10.20\|9.77\|122519;2026-05-20\|9.83\|-0.91\|9.92\|9.92\|9.64\|122400;2026-05-21\|9.51\|-3.26\|9.80\|9.99\|9.49\|131318;2026-05-22\|9.77\|2.73\|9.53\|10.22\|9.40\|225476;2026-05-25\|9.30\|-4.81\|9.78\|9.95\|9.22\|194463;2026-05-26\|9.15\|-1.61\|9.29\|9.29\|9.01\|131958;2026-05-27\|9.07\|-0.87\|9.20\|9.22\|8.96\|106691;2026-05-28\|9.02\|-0.55\|9.01\|9.14\|8.82\|110035;2026-05-29\|8.78\|-2.66\|9.02\|9.28\|8.71\|137850;2026-06-01\|8.70\|-0.91\|8.75\|8.86\|8.65\|81239;2026-06-02\|8.62\|-0.92\|8.82\|8.83\|8.30\|108578;2026-06-03\|8.87\|2.90\|8.59\|9.07\|8.59\|154466;2026-06-04\|8.62\|-2.82\|8.88\|8.95\|8.54\|99355;2026-06-05\|8.63\|0.12\|8.70\|8.84\|8.54\|97533;2026-06-08\|8.56\|-0.81\|8.50\|8.71\|8.29\|134159;2026-06-09\|8.57\|0.12\|8.56\|8.87\|8.53\|119256;2026-06-10\|8.22\|-4.08\|8.50\|8.70\|8.20\|121874;2026-06-11\|7.99\|-2.80\|8.03\|8.23\|7.93\|117356;2026-06-12\|8.14\|1.88\|7.99\|8.21\|7.93\|101765;2026-06-15\|8.09\|-0.61\|8.14\|8.26\|8.05\|89741;2026-06-16\|8.34\|3.09\|8.13\|8.47\|7.93\|126604;2026-06-17\|7.99\|-4.20\|8.35\|8.38\|7.90\|151243;2026-06-18\|7.98\|-0.13\|7.87\|8.14\|7.87\|95169;2026-06-22\|7.89\|-1.13\|7.95\|7.97\|7.49\|189184;2026-06-23\|8.02\|1.65\|8.04\|8.20\|7.88\|173669;2026-06-24\|7.61\|-5.11\|7.92\|8.13\|7.60\|239816;2026-06-25\|7.27\|-4.47\|7.58\|7.61\|7.20\|132432;2026-06-26\|6.98\|-3.99\|7.25\|7.25\|6.96\|103792;2026-06-29\|7.68\|10.03\|6.99\|7.68\|6.95\|91180;2026-06-30\|8.45\|10.03\|8.00\|8.45\|8.00\|96480;2026-07-01\|8.28\|-2.01\|9.00\|9.00\|7.98\|523454;2026-07-02\|8.20\|-0.97\|8.24\|8.79\|8.16\|374167;2026-07-03\|8.16\|-0.49\|8.28\|8.54\|7.98\|244408;2026-07-06\|8.68\|6.37\|8.15\|8.98\|8.00\|394164;2026-07-07\|8.66\|-0.23\|8.40\|8.70\|8.38\|252247;2026-07-08\|9.20\|6.24\|8.66\|9.46\|8.51\|438104;2026-07-09\|10.12\|10.00\|9.00\|10.12\|8.86\|554506;2026-07-10\|9.88\|-2.37\|10.48\|10.90\|9.82\|695468;2026-07-13\|9.04\|-8.50\|9.69\|10.11\|9.00\|454372;2026-07-14\|9.94\|9.96\|9.02\|9.94\|8.88\|525371;2026-07-15\|9.55\|-3.92\|9.79\|10.15\|9.45\|494933;2026-07-16\|9.45\|-1.05\|9.46\|9.98\|9.38\|498730;2026-07-17\|9.16\|-3.07\|9.70\|9.98\|8.63\|421412;2026-07-20\|8.97\|-2.07\|8.93\|9.80\|8.69\|356340;2026-07-21\|8.61\|-4.01\|8.72\|8.78\|8.07\|409742;2026-07-22\|8.76\|1.74\|8.16\|9.22\|8.16\|343570;2026-07-23\|8.02\|-8.45\|8.70\|8.76\|7.88\|435699;2026-07-24\|7.91\|-1.37\|7.75\|8.33\|7.75\|295724;2026-07-27\|7.96\|0.63\|7.80\|8.19\|7.72\|201425;2026-07-28\|7.78\|-2.26\|7.90\|8.15\|7.77\|171007;2026-07-29\|7.43\|-4.50\|7.78\|7.83\|7.30\|250505;2026-07-30\|7.00\|-5.79\|7.35\|7.62\|6.95\|232341;2026-07-31\|7.16\|2.29\|7.10\|7.18\|7.06\|158168;2026-08-03\|7.88\|10.06\|7.30\|7.88\|7.25\|149360;2026-08-04\|8.67\|10.03\|8.30\|8.67\|7.89\|189732;2026-08-05\|8.55\|-1.38\|9.00\|9.18\|8.31\|725387;2026-08-06\|8.59\|0.47\|8.45\|8.85\|8.14\|563225;2026-08-07\|8.77\|2.10\|8.39\|8.78\|8.33\|525116;2026-08-10\|8.83\|0.68\|8.74\|9.13\|8.61\|406530;2026-08-11\|8.86\|0.34\|8.71\|9.06\|8.70\|314008;2026-08-12\|9.02\|1.81\|8.84\|9.12\|8.80\|258663;2026-08-13\|9.03\|0.11\|9.02\|9.27\|8.88\|262960;2026-08-14\|8.97\|-0.66\|9.01\|9.18\|8.80\|207791;2026-08-17\|8.96\|-0.11\|8.90\|8.98\|8.75\|169731;2026-08-18\|8.81\|-1.67\|9.08\|9.15\|8.77\|155975;2026-08-19\|8.42\|-4.43\|8.77\|8.80\|8.42\|158109;2026-08-20\|8.55\|1.54\|8.67\|8.85\|8.47\|170043;2026-08-21\|8.22\|-3.86\|8.34\|8.49\|8.16\|203158;2026-08-24\|8.06\|-1.95\|8.32\|8.32\|7.97\|140871;2026-08-25\|8.28\|2.73\|8.02\|8.32\|7.88\|136362;2026-08-26\|8.25\|-0.36\|8.25\|8.43\|8.14\|99130;2026-08-27\|8.24\|-0.12\|8.25\|8.33\|8.15\|96100;2026-08-28\|8.20\|-0.49\|8.25\|8.30\|8.16\|84627;2026-08-31\|8.00\|-2.44\|8.15\|8.15\|7.95\|82330;2026-09-01\|8.18\|2.25\|7.95\|8.31\|7.95\|116782;2026-09-02\|8.18\|0.00\|8.11\|8.24\|8.05\|86562;2026-09-03\|8.30\|1.47\|8.17\|8.31\|8.12\|95766;2026-09-04\|8.05\|-3.01\|8.31\|8.67\|7.97\|141509;2026-09-07\|8.09\|0.50\|8.00\|8.17\|7.96\|70702;2026-09-08\|8.12\|0.37\|8.03\|8.14\|8.01\|63343;2026-09-09\|8.07\|-0.62\|8.10\|8.17\|8.01\|32338
122971	修订后的《集成电路布图设计保护条例》对外公布	存储芯片+AI端侧+业绩爆发行业原因： 1、近日，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。 2、招商证券5月5日研报指出，AI拉动HBM与eSSD需求，DRAM、NAND现货价格近期大幅跳涨，存储超级周期逻辑强化。公司原因： 1、据2026年4月28日年报及互动易，2025年营收227.66亿元、净利14.23亿元，同比增185%；2026Q1营收99.09亿元、净利38.62亿元，同比扭亏并增26倍。 2、据2026年3月30日投资者关系记录表，UFS4.1已切入多家全球头部手机厂，超薄ePOP5x、mSSD等新品批量用于AI眼镜、AI PC，锁定AI端侧高景气。 3、据2026年4月28日年报，公司与长江存储、长鑫存储续签长期供货协议，库存180亿元保障UFS4.1等高端产品2026年持续放量。	综合性半导体存储巨头	2026-04-30\|401.12\|-3.18\|410.00\|414.00\|396.00\|189013;2026-05-06\|481.34\|20.00\|432.00\|481.34\|426.12\|263417;2026-05-07\|483.33\|0.41\|490.00\|508.58\|480.77\|308884;2026-05-08\|479.99\|-0.69\|474.64\|485.00\|472.67\|191975;2026-05-11\|556.66\|15.97\|528.00\|564.95\|515.00\|269581;2026-05-12\|561.64\|0.89\|547.17\|572.16\|537.47\|229992;2026-05-13\|611.90\|8.95\|552.00\|615.88\|538.00\|258994;2026-05-14\|599.00\|-2.11\|605.79\|638.50\|599.00\|245142;2026-05-15\|590.52\|-1.42\|596.98\|608.00\|565.00\|235802;2026-05-18\|592.22\|0.29\|586.00\|617.00\|580.00\|231617;2026-05-19\|562.43\|-5.03\|569.94\|572.00\|541.70\|206100;2026-05-20\|571.50\|1.61\|556.81\|577.11\|556.81\|158427;2026-05-21\|539.00\|-5.69\|583.40\|585.00\|536.68\|185749;2026-05-22\|549.50\|1.95\|551.00\|565.00\|536.80\|156034;2026-05-25\|565.50\|2.91\|547.00\|566.66\|538.51\|182409;2026-05-26\|538.95\|-4.70\|557.20\|557.94\|527.01\|171889;2026-05-27\|551.59\|2.35\|565.16\|585.99\|546.00\|252004;2026-05-28\|548.01\|-0.65\|541.00\|563.00\|532.09\|150232;2026-05-29\|551.29\|0.60\|554.70\|573.42\|531.50\|176777;2026-06-01\|505.80\|-8.25\|562.31\|563.79\|504.00\|175348;2026-06-02\|519.50\|2.91\|505.83\|529.66\|495.71\|158027;2026-06-03\|532.51\|2.50\|518.79\|555.95\|517.72\|187728;2026-06-04\|568.48\|6.75\|528.00\|580.00\|525.00\|241807;2026-06-05\|520.01\|-8.53\|540.01\|545.10\|520.00\|213782;2026-06-08\|485.06\|-6.72\|470.00\|496.44\|470.00\|140413;2026-06-09\|514.65\|6.10\|500.03\|517.70\|497.00\|121553;2026-06-10\|507.00\|-1.49\|506.88\|523.58\|500.05\|106837;2026-06-11\|514.80\|1.54\|506.99\|517.88\|498.00\|111787;2026-06-12\|514.89\|0.02\|545.00\|552.56\|514.89\|227530;2026-06-15\|529.23\|2.79\|529.03\|532.00\|501.28\|162392;2026-06-16\|540.23\|2.08\|536.04\|548.25\|524.00\|165428;2026-06-17\|571.68\|5.82\|525.07\|586.66\|520.53\|259485;2026-06-18\|577.79\|1.07\|563.30\|598.38\|560.00\|234411;2026-06-22\|616.16\|6.64\|590.00\|617.00\|583.17\|235979;2026-06-23\|596.01\|-3.27\|610.00\|639.83\|590.10\|218251;2026-06-24\|619.98\|4.02\|581.56\|619.99\|579.00\|205105;2026-06-25\|677.30\|9.25\|655.00\|688.80\|640.00\|269707;2026-06-26\|679.60\|0.34\|656.00\|690.50\|650.00\|247581;2026-06-29\|723.10\|6.40\|667.00\|723.50\|656.01\|230668;2026-06-30\|703.80\|-2.67\|705.00\|715.00\|681.13\|165307;2026-07-01\|667.84\|-5.11\|708.66\|749.88\|653.84\|229210;2026-07-02\|599.22\|-10.27\|613.16\|636.99\|592.00\|208005;2026-07-03\|618.02\|3.14\|589.00\|646.85\|574.10\|206389;2026-07-06\|681.80\|10.32\|680.00\|710.00\|659.16\|295327;2026-07-07\|627.90\|-7.91\|645.00\|647.78\|619.90\|185965;2026-07-08\|592.71\|-5.60\|627.90\|638.00\|584.67\|167016;2026-07-09\|620.00\|4.60\|611.51\|624.30\|589.73\|201711;2026-07-10\|587.60\|-5.23\|628.00\|645.09\|587.60\|192516;2026-07-13\|522.04\|-11.16\|560.00\|576.81\|519.00\|180221;2026-07-14\|538.51\|3.15\|525.02\|545.96\|504.00\|167896;2026-07-15\|488.00\|-9.38\|545.06\|557.00\|485.00\|227906;2026-07-16\|463.59\|-5.00\|473.00\|493.00\|455.01\|170955;2026-07-17\|396.00\|-14.58\|454.50\|459.89\|395.37\|227898;2026-07-20\|376.49\|-4.93\|414.10\|416.98\|361.72\|196766;2026-07-21\|421.86\|12.05\|384.00\|422.00\|338.66\|259318;2026-07-22\|388.45\|-7.92\|410.00\|429.53\|386.97\|258148;2026-07-23\|375.85\|-3.24\|394.01\|397.80\|372.43\|165727;2026-07-24\|370.01\|-1.55\|370.11\|379.99\|364.93\|151531;2026-07-27\|373.90\|1.05\|365.06\|375.66\|348.90\|142479;2026-07-28\|330.00\|-11.74\|349.00\|361.51\|326.99\|183460;2026-07-29\|329.63\|-0.11\|334.77\|336.60\|308.00\|209716;2026-07-30\|338.78\|2.78\|325.02\|350.60\|312.90\|268302;2026-07-31\|346.99\|2.42\|384.18\|386.88\|346.90\|309822;2026-08-03\|319.80\|-7.84\|340.81\|342.00\|318.18\|182839;2026-08-04\|336.05\|5.08\|323.11\|338.50\|317.01\|184630;2026-08-05\|364.92\|8.59\|338.24\|368.19\|337.00\|233274;2026-08-06\|366.33\|0.39\|346.16\|372.99\|344.51\|199248;2026-08-07\|386.60\|5.53\|364.00\|390.00\|361.63\|250386;2026-08-10\|412.50\|6.70\|408.50\|413.88\|392.88\|293786;2026-08-11\|417.50\|1.21\|412.00\|442.00\|406.66\|288113;2026-08-12\|414.30\|-0.77\|418.05\|423.62\|401.50\|203458;2026-08-13\|397.00\|-4.18\|423.20\|425.68\|396.99\|222777;2026-08-14\|406.45\|2.38\|408.11\|414.00\|400.00\|154074;2026-08-17\|419.26\|3.15\|406.46\|422.96\|403.88\|226034;2026-08-18\|412.18\|-1.69\|421.00\|423.97\|408.02\|178881;2026-08-19\|378.98\|-8.05\|387.00\|394.95\|373.60\|183883;2026-08-20\|379.01\|0.01\|385.00\|386.53\|375.76\|102002;2026-08-21\|380.66\|0.44\|379.02\|382.90\|373.62\|104664;2026-08-24\|364.90\|-4.14\|380.00\|380.99\|355.87\|126520;2026-08-25\|369.66\|1.30\|360.00\|372.65\|353.88\|95741;2026-08-26\|364.20\|-1.48\|370.04\|371.60\|363.10\|72946;2026-08-27\|386.25\|6.05\|369.00\|386.25\|366.02\|150492;2026-08-28\|376.88\|-2.43\|380.00\|386.88\|376.69\|113011;2026-08-31\|381.75\|1.29\|366.10\|382.20\|365.20\|89301;2026-09-01\|369.18\|-3.29\|381.00\|381.70\|369.10\|78750;2026-09-02\|362.30\|-1.86\|361.10\|366.99\|360.74\|68732;2026-09-03\|359.63\|-0.74\|365.13\|365.99\|356.02\|63344;2026-09-04\|347.00\|-3.51\|364.17\|365.50\|344.08\|93670;2026-09-07\|358.22\|3.23\|355.19\|359.53\|353.80\|104265;2026-09-08\|358.86\|0.18\|353.32\|368.00\|353.32\|124502;2026-09-09\|351.71\|-1.99\|359.00\|362.77\|350.69\|54423
122970	修订后的《集成电路布图设计保护条例》对外公布	“CPU+DCU”+AI算力+一季报高增行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、英特尔、AMD大涨验证CPU需求。据2026年4月21日互动易，公司坚持 “CPU+DCU” 双芯战略，公司与字节跳动等互联网企业在算力产品适配、场景化应用等方面开展合作。DCU方面，公司发布自研软件栈的最新升级并宣布全面开放，为超节点及分布式训练、推理提供软硬件耦合支撑。 2、DeepSeek全新系列模型DeepSeek-V4的预览版本正式上线。据2026年4月21日互动易，在AI算力领域，海光已打造出全栈软硬件协同体系，并与DeepSeek、Qwen 3、ChatGPT、混元、智谱等365款主流大模型完成全面适配与联合精调，覆盖全球99%非闭源大模型。 3、据2026年4月8日一季报，公司营收40.34亿元、归母净利润6.87亿元，分别同比增长68.06%、35.82%，在AI算力爆发与数字基建升级的双重驱动下，市场需求持续增长。	国产CPU、GPU龙头，国内稀缺的DCU设计厂商	2026-04-30\|296.25\|6.27\|284.90\|302.68\|284.88\|489093;2026-05-06\|344.41\|16.26\|322.10\|355.50\|321.00\|616090;2026-05-07\|341.60\|-0.82\|342.69\|343.17\|333.88\|481372;2026-05-08\|323.28\|-5.36\|333.88\|338.56\|320.01\|499706;2026-05-11\|349.18\|8.01\|340.50\|350.00\|332.97\|545024;2026-05-12\|349.19\|0.00\|343.00\|358.80\|338.45\|433437;2026-05-13\|348.19\|-0.29\|335.00\|350.33\|328.28\|417584;2026-05-14\|325.20\|-6.60\|348.38\|353.68\|325.00\|422916;2026-05-15\|303.01\|-6.82\|320.00\|325.00\|300.18\|576723;2026-05-18\|303.63\|0.20\|303.00\|314.50\|300.00\|354746;2026-05-19\|312.02\|2.76\|303.48\|312.04\|291.58\|431284;2026-05-20\|316.74\|1.51\|307.00\|324.57\|306.72\|422755;2026-05-21\|307.00\|-3.08\|333.30\|339.90\|306.00\|515927;2026-05-22\|312.40\|1.76\|311.10\|315.34\|301.18\|370606;2026-05-25\|329.68\|5.53\|312.40\|330.88\|302.18\|516933;2026-05-26\|341.16\|3.48\|323.00\|345.00\|316.10\|531519;2026-05-27\|316.79\|-7.14\|343.00\|343.00\|316.66\|465666;2026-05-28\|314.36\|-0.77\|311.13\|318.98\|306.11\|364211;2026-05-29\|293.90\|-6.51\|319.80\|322.56\|290.89\|426873;2026-06-01\|275.36\|-6.31\|299.77\|300.19\|275.00\|401188;2026-06-02\|283.49\|2.95\|278.99\|288.80\|274.06\|282597;2026-06-03\|285.94\|0.86\|283.00\|298.00\|281.39\|374177;2026-06-04\|285.79\|-0.05\|283.00\|289.55\|280.08\|251783;2026-06-05\|274.06\|-4.10\|280.00\|283.62\|272.92\|332207;2026-06-08\|259.70\|-5.24\|260.49\|267.50\|255.84\|316182;2026-06-09\|268.18\|3.27\|267.00\|269.49\|259.51\|312978;2026-06-10\|284.80\|6.20\|285.00\|305.80\|281.66\|646831;2026-06-11\|289.84\|1.77\|282.38\|293.11\|279.00\|406339;2026-06-12\|280.00\|-3.40\|299.82\|299.84\|280.00\|493203;2026-06-15\|299.32\|6.90\|288.00\|300.00\|282.01\|370397;2026-06-16\|294.31\|-1.67\|299.00\|299.00\|291.20\|280192;2026-06-17\|308.22\|4.73\|288.00\|309.75\|285.10\|432310;2026-06-18\|328.00\|6.42\|310.00\|336.18\|308.88\|537867;2026-06-22\|327.30\|-0.21\|330.00\|334.80\|316.67\|434214;2026-06-23\|317.00\|-3.10\|324.00\|333.33\|312.72\|347903;2026-06-24\|337.10\|6.34\|314.00\|342.00\|310.01\|458832;2026-06-25\|360.28\|6.88\|339.00\|369.00\|338.00\|604463;2026-06-26\|344.90\|-4.27\|355.00\|358.00\|337.93\|397707;2026-06-29\|354.84\|2.88\|347.99\|363.80\|339.80\|464566;2026-06-30\|370.30\|4.36\|360.20\|377.79\|354.24\|414944;2026-07-01\|349.90\|-5.51\|368.00\|377.88\|346.30\|409651;2026-07-02\|322.29\|-7.89\|336.60\|348.60\|320.76\|398047;2026-07-03\|325.40\|0.96\|327.00\|337.39\|317.03\|290854;2026-07-06\|339.00\|4.18\|340.00\|353.53\|327.80\|364946;2026-07-07\|342.60\|1.06\|334.00\|354.33\|328.58\|305987;2026-07-08\|343.00\|0.12\|349.00\|359.04\|342.01\|302958;2026-07-09\|363.46\|5.96\|346.21\|363.85\|335.50\|427545;2026-07-10\|353.00\|-2.88\|366.00\|395.17\|352.51\|513424;2026-07-13\|345.00\|-2.27\|347.00\|370.30\|339.10\|364029;2026-07-14\|340.85\|-1.20\|347.90\|351.01\|319.09\|399880;2026-07-15\|324.11\|-4.91\|346.00\|347.50\|320.51\|268558;2026-07-16\|320.40\|-1.14\|319.78\|337.50\|315.00\|279963;2026-07-17\|304.88\|-4.84\|317.00\|323.62\|298.00\|357902;2026-07-20\|320.12\|5.00\|311.00\|320.99\|299.92\|364943;2026-07-21\|344.53\|7.63\|326.20\|344.53\|306.23\|416793;2026-07-22\|331.60\|-3.75\|338.00\|349.00\|324.69\|328879;2026-07-23\|312.00\|-5.91\|334.82\|335.35\|310.18\|256534;2026-07-24\|314.28\|0.73\|311.00\|319.36\|303.00\|198105;2026-07-27\|313.59\|-0.22\|315.93\|315.93\|301.10\|211023;2026-07-28\|298.28\|-4.88\|307.99\|314.80\|293.15\|251172;2026-07-29\|284.00\|-4.79\|303.94\|304.80\|273.55\|305065;2026-07-30\|273.42\|-3.73\|284.58\|288.00\|265.05\|292423;2026-07-31\|277.00\|1.31\|292.00\|294.00\|277.00\|294871;2026-08-03\|261.00\|-5.78\|277.00\|277.90\|259.40\|241351;2026-08-04\|275.35\|5.50\|263.99\|277.80\|259.50\|218248;2026-08-05\|288.85\|4.90\|280.00\|293.48\|277.00\|265616;2026-08-06\|291.05\|0.76\|283.32\|294.80\|282.32\|162588;2026-08-07\|295.75\|1.61\|291.03\|298.76\|288.55\|193139;2026-08-10\|290.44\|-1.80\|295.70\|295.74\|285.73\|170518;2026-08-11\|287.01\|-1.18\|285.79\|292.77\|285.51\|122357;2026-08-12\|287.66\|0.23\|289.05\|290.50\|283.59\|133994;2026-08-13\|286.00\|-0.58\|293.30\|296.99\|285.36\|186107;2026-08-14\|280.99\|-1.75\|289.97\|289.97\|276.60\|190316;2026-08-17\|288.80\|2.78\|281.00\|288.80\|279.33\|233567;2026-08-18\|280.08\|-3.02\|287.94\|288.00\|273.00\|269220;2026-08-19\|259.74\|-7.26\|273.05\|273.46\|256.11\|285990;2026-08-20\|246.33\|-5.16\|261.99\|262.02\|244.16\|308842;2026-08-21\|246.21\|-0.05\|245.00\|249.32\|242.22\|214408;2026-08-24\|230.81\|-6.25\|246.00\|246.00\|227.07\|295050;2026-08-25\|232.06\|0.54\|226.98\|234.59\|225.75\|182566;2026-08-26\|230.96\|-0.47\|232.00\|233.48\|228.20\|198812;2026-08-27\|245.97\|6.50\|240.00\|249.67\|240.00\|312713;2026-08-28\|245.49\|-0.20\|244.10\|254.80\|244.00\|228614;2026-08-31\|253.90\|3.43\|239.50\|254.05\|238.33\|187456;2026-09-01\|250.43\|-1.37\|252.25\|256.60\|248.51\|149575;2026-09-02\|247.21\|-1.29\|247.39\|249.85\|243.60\|139569;2026-09-03\|246.20\|-0.41\|250.01\|250.66\|244.18\|103568;2026-09-04\|243.67\|-1.03\|249.00\|251.38\|241.49\|135030;2026-09-07\|242.71\|-0.39\|246.00\|246.94\|234.06\|235448;2026-09-08\|236.90\|-2.39\|246.00\|247.99\|236.28\|17918714;2026-09-09\|235.80\|-0.46\|242.00\|246.88\|235.36\|11573339
122969	修订后的《集成电路布图设计保护条例》对外公布	碳化硅+IDM龙头+AI算力电源行业原因： 1、据证券时报6月28日报道，宏微科技近期已启动年内第二轮产品价格调整，全球龙头英飞凌亦将于7月1日起二次提价，功率半导体行业迎来新一轮涨价潮。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月12日互动易，士兰明镓6英寸SiC产线月产能达10000片，士兰集宏8英寸SiC产线月产能达5000片；基于自主研发的Ⅱ代SiC MOSFET芯片生产的电动汽车主电机驱动模块出货量累计超20万颗，第Ⅳ代SiC芯片与模块已完成客户评测并开始批量交付。 2、据2026年4月25日年报，公司Ⅱ代SiC-MOSFET已应用于AI算力中心电源上并实现大批量出货；公司应用于服务器的DrMOS电路、Efuse电路等已在客户端测试或已导入量产。 3、据2026年4月30日一季报，公司2026年一季度实现营收35.19亿元，同比增长17.31%，归母净利润2.09亿元，同比增长40.57%。	公司拟200亿元投建12英寸高端模拟芯片生产线项目	2026-04-30\|28.90\|3.81\|28.68\|29.17\|28.42\|654211;2026-05-06\|29.66\|2.63\|29.60\|30.10\|29.40\|764756;2026-05-07\|29.65\|-0.03\|29.77\|29.78\|29.27\|559055;2026-05-08\|29.49\|-0.54\|29.30\|29.60\|28.88\|489649;2026-05-11\|30.47\|3.32\|29.99\|30.71\|29.70\|825550;2026-05-12\|30.21\|-0.85\|30.47\|30.57\|29.71\|563244;2026-05-13\|31.51\|4.30\|29.70\|31.79\|29.45\|919946;2026-05-14\|31.38\|-0.41\|31.88\|32.43\|31.37\|1067461;2026-05-15\|30.95\|-1.37\|31.45\|32.20\|30.51\|855447;2026-05-18\|31.05\|0.32\|30.60\|31.45\|30.43\|586539;2026-05-19\|32.35\|4.19\|30.57\|32.98\|30.09\|911314;2026-05-20\|32.59\|0.74\|31.95\|32.78\|31.85\|807327;2026-05-21\|30.94\|-5.06\|32.90\|33.17\|30.90\|1010266;2026-05-22\|32.16\|3.94\|31.59\|32.30\|31.12\|740638;2026-05-25\|34.19\|6.31\|32.17\|34.23\|31.92\|1205146;2026-05-26\|33.90\|-0.85\|33.97\|34.50\|32.62\|1045728;2026-05-27\|35.58\|4.96\|34.05\|37.28\|33.56\|1887099;2026-05-28\|38.44\|8.04\|35.68\|39.14\|35.31\|1997531;2026-05-29\|34.60\|-9.99\|38.00\|38.28\|34.60\|1792873;2026-06-01\|32.80\|-5.20\|34.17\|34.60\|32.75\|1251712;2026-06-02\|33.03\|0.70\|32.85\|33.93\|32.51\|861359;2026-06-03\|34.70\|5.06\|33.35\|35.71\|33.35\|1225855;2026-06-04\|35.32\|1.79\|34.20\|36.25\|34.13\|917606;2026-06-05\|33.95\|-3.88\|34.70\|35.44\|33.68\|939263;2026-06-08\|32.13\|-5.36\|31.95\|33.28\|31.82\|752281;2026-06-09\|34.72\|8.06\|32.75\|34.86\|32.25\|834358;2026-06-10\|33.53\|-3.43\|33.87\|34.47\|33.02\|611192;2026-06-11\|33.18\|-1.04\|32.99\|34.40\|32.60\|631188;2026-06-12\|32.15\|-3.10\|34.20\|34.66\|32.09\|857939;2026-06-15\|35.37\|10.02\|32.91\|35.37\|32.58\|897340;2026-06-16\|38.28\|8.23\|37.00\|38.91\|36.90\|1789016;2026-06-17\|40.83\|6.66\|37.84\|41.15\|37.84\|2022437;2026-06-18\|41.83\|2.45\|40.50\|42.62\|40.45\|1441921;2026-06-22\|44.80\|7.10\|44.25\|46.01\|43.50\|1847314;2026-06-23\|47.04\|5.00\|45.20\|48.65\|44.50\|1854156;2026-06-24\|50.01\|6.31\|46.92\|50.80\|46.92\|1696719;2026-06-25\|49.86\|-0.30\|48.80\|51.43\|48.11\|1686238;2026-06-26\|50.38\|1.04\|49.80\|53.80\|49.33\|1859413;2026-06-29\|52.59\|4.39\|52.89\|55.42\|50.85\|2584855;2026-06-30\|54.66\|3.94\|53.50\|55.23\|50.40\|2212973;2026-07-01\|53.15\|-2.76\|55.56\|57.10\|52.41\|1869084;2026-07-02\|50.50\|-4.99\|50.00\|53.48\|47.84\|1600826;2026-07-03\|47.25\|-6.44\|49.98\|50.89\|47.20\|1352837;2026-07-06\|46.62\|-1.33\|47.98\|48.57\|45.28\|1140828;2026-07-07\|47.29\|1.44\|45.91\|48.49\|45.70\|1086236;2026-07-08\|46.21\|-2.28\|47.30\|48.63\|43.77\|1105137;2026-07-09\|48.40\|4.74\|47.08\|48.46\|45.46\|1487720;2026-07-10\|44.51\|-8.04\|48.89\|49.96\|44.32\|1857332;2026-07-13\|41.93\|-5.80\|43.78\|45.79\|41.58\|1244445;2026-07-14\|41.80\|-0.31\|41.50\|42.28\|39.33\|1019230;2026-07-15\|38.57\|-7.73\|42.00\|42.22\|38.49\|964898;2026-07-16\|36.22\|-6.09\|37.84\|38.88\|35.88\|944532;2026-07-17\|33.19\|-8.37\|36.10\|36.21\|32.85\|973000;2026-07-20\|29.88\|-9.76\|33.78\|33.99\|29.80\|1108127;2026-07-21\|32.87\|10.01\|30.48\|32.87\|27.85\|1345327;2026-07-22\|33.19\|0.97\|32.87\|35.16\|32.86\|1518276;2026-07-23\|32.22\|-2.92\|33.72\|33.80\|31.74\|876436;2026-07-24\|31.57\|-2.02\|31.55\|32.71\|31.10\|704608;2026-07-27\|32.33\|2.41\|31.30\|32.33\|30.62\|684116;2026-07-28\|30.17\|-6.68\|31.40\|32.28\|29.90\|722424;2026-07-29\|29.90\|-0.89\|30.19\|30.48\|28.44\|886091;2026-07-30\|27.77\|-7.12\|29.51\|29.80\|27.42\|964574;2026-07-31\|28.26\|1.76\|29.60\|29.80\|28.21\|1077183;2026-08-03\|27.45\|-2.87\|27.90\|28.28\|27.39\|802317;2026-08-04\|29.12\|6.08\|27.70\|29.36\|27.61\|994920;2026-08-05\|30.62\|5.15\|29.00\|30.96\|28.98\|1148286;2026-08-06\|31.16\|1.76\|29.90\|31.70\|29.80\|1022784;2026-08-07\|32.55\|4.46\|31.10\|32.62\|30.90\|1078342;2026-08-10\|32.17\|-1.17\|32.55\|32.98\|31.36\|809581;2026-08-11\|32.05\|-0.37\|31.81\|33.05\|31.80\|723556;2026-08-12\|32.85\|2.50\|32.05\|33.17\|31.97\|695906;2026-08-13\|32.28\|-1.74\|33.39\|33.92\|32.19\|914841;2026-08-14\|32.75\|1.46\|32.71\|32.93\|31.98\|656533;2026-08-17\|34.05\|3.97\|32.75\|34.10\|32.62\|821119;2026-08-18\|34.88\|2.44\|34.13\|35.42\|33.75\|1205892;2026-08-19\|34.49\|-1.12\|33.59\|36.60\|33.58\|2019166;2026-08-20\|32.63\|-5.39\|34.49\|34.77\|32.17\|1558757;2026-08-21\|35.89\|9.99\|32.22\|35.89\|32.22\|771005;2026-08-24\|35.56\|-0.92\|36.25\|37.43\|34.67\|2603891;2026-08-25\|34.32\|-3.49\|34.18\|35.16\|33.05\|1746952;2026-08-26\|33.07\|-3.64\|34.32\|34.32\|32.53\|1410235;2026-08-27\|34.88\|5.47\|33.19\|34.99\|32.75\|1549049;2026-08-28\|34.17\|-2.04\|34.30\|35.62\|34.15\|1265618;2026-08-31\|34.16\|-0.03\|32.88\|34.33\|32.76\|1052591;2026-09-01\|32.35\|-5.30\|34.00\|34.05\|32.35\|1096380;2026-09-02\|31.00\|-4.17\|31.51\|31.67\|30.86\|888394;2026-09-03\|31.23\|0.74\|31.40\|31.53\|30.87\|648544;2026-09-04\|30.34\|-2.85\|31.42\|31.76\|30.01\|752301;2026-09-07\|30.96\|2.04\|30.76\|31.21\|30.44\|577484;2026-09-08\|30.36\|-1.94\|30.80\|31.09\|30.30\|625481;2026-09-09\|30.41\|0.16\|30.57\|31.03\|30.33\|287035
122968	修订后的《集成电路布图设计保护条例》对外公布	CXL运力芯片+存储芯片+AI算力行业原因： 1、美光、闪迪等美股上周五大涨逾15%，SK海力士周一早盘涨超10%。 2、据证券时报5月11日报道，全球存储芯片短缺创15年之最，DRAM、NAND二季度合约价预计再涨58%—75%，供需缺口延续至2027年。公司原因： 1、据2026年4月28日一季报，公司2026Q1营收14.61亿元、归母净利8.47亿元，分别同比增19.5%、61.3%，互连类芯片毛利率升至71.5%。 2、据2026年4月30日互动易，AI推理及Agent应用带动CPU配置比例提升，公司DDR5 RCD、MRCD/MDB、PCIe Retimer、CXL MXC等运力芯片需求同步放大。 3、据2025年度报告，公司互连类芯片收入51.39亿元，同比增53.4%，全球内存接口芯片市占率第一，PCIe Retimer市占率第二。	公司主要产品包括内存接口芯片（RCD/DB、MRCD/MDB）、内存模组配套芯片、PCIe Retimer、CKD芯片、MXC芯片、时钟发生器、津逮CPU等	2026-04-30\|173.30\|2.00\|174.28\|175.14\|169.53\|591288;2026-05-06\|198.98\|14.82\|190.30\|205.57\|188.01\|1100590;2026-05-07\|209.91\|5.49\|201.99\|213.00\|200.00\|885443;2026-05-08\|210.27\|0.17\|205.00\|212.19\|203.68\|623845;2026-05-11\|249.22\|18.52\|231.26\|252.32\|230.00\|1102142;2026-05-12\|240.70\|-3.42\|240.85\|245.74\|231.08\|974189;2026-05-13\|258.80\|7.52\|233.00\|258.80\|233.00\|848754;2026-05-14\|265.08\|2.43\|280.00\|282.00\|262.97\|1076689;2026-05-15\|247.98\|-6.45\|265.00\|272.00\|242.63\|1145287;2026-05-18\|247.99\|0.00\|247.20\|258.88\|243.55\|789791;2026-05-19\|247.11\|-0.35\|239.05\|249.60\|233.08\|690322;2026-05-20\|257.30\|4.12\|247.12\|261.98\|247.11\|747902;2026-05-21\|262.17\|1.89\|274.80\|287.34\|261.00\|1120044;2026-05-22\|271.83\|3.68\|272.88\|276.74\|262.01\|785466;2026-05-25\|284.08\|4.51\|267.00\|285.68\|262.50\|894252;2026-05-26\|272.29\|-4.15\|286.00\|286.00\|265.55\|789223;2026-05-27\|265.50\|-2.49\|284.99\|288.79\|263.88\|766214;2026-05-28\|260.98\|-1.70\|260.00\|263.85\|253.23\|624091;2026-05-29\|253.00\|-3.06\|265.30\|272.00\|248.80\|730562;2026-06-01\|232.30\|-8.18\|250.88\|252.80\|232.12\|719863;2026-06-02\|237.00\|2.02\|236.04\|242.30\|224.95\|666311;2026-06-03\|253.90\|7.13\|248.25\|265.11\|245.11\|913174;2026-06-04\|259.67\|2.27\|248.50\|265.00\|248.01\|650951;2026-06-05\|239.39\|-7.81\|249.98\|254.56\|237.61\|692408;2026-06-08\|224.31\|-6.30\|221.00\|232.19\|221.00\|609373;2026-06-09\|236.40\|5.39\|233.58\|239.16\|228.85\|528244;2026-06-10\|231.00\|-2.28\|233.16\|239.56\|228.60\|429642;2026-06-11\|228.70\|-1.00\|231.00\|234.63\|224.72\|429837;2026-06-12\|224.88\|-1.67\|243.99\|245.00\|223.70\|637454;2026-06-15\|240.10\|6.77\|230.22\|240.18\|223.33\|537362;2026-06-16\|244.17\|1.70\|243.21\|247.16\|238.71\|538362;2026-06-17\|262.50\|7.51\|238.87\|262.65\|238.09\|741507;2026-06-18\|269.90\|2.82\|260.00\|275.28\|258.01\|815717;2026-06-22\|280.05\|3.76\|276.00\|285.00\|269.00\|795528;2026-06-23\|258.00\|-7.87\|275.01\|278.00\|255.55\|774899;2026-06-24\|266.49\|3.29\|256.00\|266.50\|253.66\|635915;2026-06-25\|279.16\|4.75\|277.50\|284.99\|268.00\|913012;2026-06-26\|261.82\|-6.21\|272.51\|276.97\|257.02\|755002;2026-06-29\|296.06\|13.08\|262.00\|296.66\|262.00\|1067263;2026-06-30\|309.90\|4.67\|296.66\|313.13\|290.01\|899118;2026-07-01\|315.89\|1.93\|312.21\|332.90\|300.00\|886648;2026-07-02\|269.15\|-14.80\|294.98\|298.56\|268.78\|899764;2026-07-03\|266.80\|-0.87\|262.15\|280.79\|255.76\|723750;2026-07-06\|268.68\|0.70\|277.00\|277.77\|252.85\|633465;2026-07-07\|253.20\|-5.76\|259.70\|265.78\|248.25\|607205;2026-07-08\|247.15\|-2.39\|256.00\|260.12\|240.01\|511464;2026-07-09\|285.80\|15.64\|254.10\|285.80\|253.01\|821932;2026-07-10\|268.06\|-6.21\|291.51\|297.96\|267.99\|830993;2026-07-13\|252.79\|-5.70\|263.00\|273.99\|250.55\|568035;2026-07-14\|270.00\|6.81\|252.79\|270.00\|248.30\|636142;2026-07-15\|252.68\|-6.41\|273.09\|275.00\|252.68\|535091;2026-07-16\|211.13\|-16.44\|233.03\|241.38\|204.12\|1160080;2026-07-17\|183.60\|-13.04\|205.01\|207.88\|182.36\|976888;2026-07-20\|189.94\|3.45\|195.00\|198.00\|180.25\|771424;2026-07-21\|219.60\|15.62\|197.77\|220.60\|181.00\|929386;2026-07-22\|223.00\|1.55\|218.00\|239.00\|215.00\|902888;2026-07-23\|225.50\|1.12\|228.45\|230.98\|220.30\|490020;2026-07-24\|233.66\|3.62\|224.00\|237.40\|223.00\|594506;2026-07-27\|227.45\|-2.66\|234.00\|234.00\|214.01\|583685;2026-07-28\|206.04\|-9.41\|215.00\|221.96\|203.99\|622041;2026-07-29\|207.50\|0.90\|207.00\|211.30\|191.80\|636235;2026-07-30\|196.78\|-5.17\|205.00\|210.77\|194.53\|587501;2026-07-31\|204.90\|4.13\|222.02\|223.00\|204.60\|656709;2026-08-03\|189.94\|-7.30\|201.00\|203.58\|189.78\|472523;2026-08-04\|203.25\|7.01\|194.00\|204.98\|191.00\|493548;2026-08-05\|212.00\|4.30\|200.50\|216.10\|200.42\|579075;2026-08-06\|208.36\|-1.72\|203.80\|213.30\|202.00\|481978;2026-08-07\|215.52\|3.44\|207.05\|217.47\|205.00\|520728;2026-08-10\|206.92\|-3.99\|215.52\|217.00\|203.60\|438768;2026-08-11\|206.70\|-0.11\|203.55\|214.40\|202.85\|361666;2026-08-12\|215.43\|4.22\|209.10\|217.22\|207.58\|442238;2026-08-13\|210.22\|-2.42\|221.80\|225.30\|210.12\|477775;2026-08-14\|211.91\|0.80\|215.00\|216.68\|209.88\|313525;2026-08-17\|224.37\|5.88\|213.00\|224.37\|210.33\|516517;2026-08-18\|218.00\|-2.84\|225.15\|226.45\|216.39\|443924;2026-08-19\|200.00\|-8.26\|208.01\|210.81\|198.00\|510638;2026-08-20\|199.11\|-0.45\|203.08\|203.75\|196.80\|268056;2026-08-21\|200.55\|0.72\|200.22\|204.18\|199.11\|211590;2026-08-24\|191.83\|-4.35\|200.57\|200.59\|188.06\|333640;2026-08-25\|194.42\|1.35\|189.48\|196.16\|186.50\|237094;2026-08-26\|201.00\|3.38\|197.00\|202.03\|191.15\|302468;2026-08-27\|221.22\|10.06\|205.00\|221.96\|202.79\|672688;2026-08-28\|213.00\|-3.72\|217.01\|221.49\|213.00\|389727;2026-08-31\|204.95\|-3.78\|204.30\|207.00\|198.50\|448262;2026-09-01\|198.35\|-3.22\|204.00\|204.36\|196.69\|261120;2026-09-02\|193.10\|-2.65\|194.39\|196.34\|190.18\|249397;2026-09-03\|190.01\|-1.60\|195.99\|196.33\|188.94\|246630;2026-09-04\|187.70\|-1.22\|193.00\|195.98\|185.80\|316858;2026-09-07\|197.82\|5.39\|194.88\|198.60\|192.71\|381599;2026-09-08\|195.65\|-1.10\|197.82\|201.29\|193.51\|27308684;2026-09-09\|194.89\|-0.39\|199.90\|199.96\|194.60\|11473851
122967	修订后的《集成电路布图设计保护条例》对外公布	涨停揭秘：北方华创4月27日涨停，系国产设备平台化能力获市场重估，在逻辑芯片、存储、先进封装三大方向同步放量；涨停缘由：公司薄膜沉积、刻蚀、清洗设备已覆盖中芯国际、长江存储、长电科技等全链条客户；DeepSeek V4适配昇腾芯片强化AI算力基建预期，推动设备招标提速；资金逻辑：单日成交额超28亿元创年内新高，主力资金净流入4.6亿元，融资余额突破120亿元；风险提示：订单饱满但产能爬坡制约短期交付；部分零部件进口依赖度仍较高	国产半导体设备龙头	2026-04-30\|536.99\|5.15\|519.18\|541.16\|507.09\|165926;2026-05-06\|545.35\|1.56\|555.00\|567.00\|545.00\|160278;2026-05-07\|552.14\|1.25\|555.00\|556.71\|535.00\|97222;2026-05-08\|540.79\|-2.06\|543.00\|554.80\|537.20\|82457;2026-05-11\|573.19\|5.99\|549.98\|585.00\|548.00\|144630;2026-05-12\|581.45\|1.44\|573.19\|584.00\|564.00\|112136;2026-05-13\|581.00\|-0.08\|570.99\|588.00\|550.50\|138388;2026-05-14\|564.40\|-2.86\|581.00\|592.66\|563.43\|102707;2026-05-15\|592.00\|4.89\|569.80\|620.84\|555.00\|232995;2026-05-18\|597.97\|1.01\|601.00\|623.27\|592.76\|175235;2026-05-19\|619.70\|3.63\|590.00\|627.17\|581.50\|144595;2026-05-20\|656.00\|5.86\|618.00\|660.00\|614.00\|164059;2026-05-21\|662.99\|1.07\|656.80\|721.60\|656.70\|231619;2026-05-22\|669.00\|0.91\|663.03\|673.00\|637.00\|198563;2026-05-25\|698.19\|4.36\|650.13\|719.05\|626.11\|204122;2026-05-26\|670.25\|-4.00\|690.00\|701.00\|656.66\|148548;2026-05-27\|654.77\|-2.31\|675.00\|692.00\|650.60\|138670;2026-05-28\|659.00\|0.65\|650.00\|668.67\|646.88\|112600;2026-05-29\|629.87\|-4.42\|656.12\|659.00\|623.78\|147461;2026-06-01\|589.89\|-6.35\|624.99\|629.80\|588.92\|151000;2026-06-02\|602.80\|2.19\|586.10\|615.79\|584.19\|126306;2026-06-03\|614.84\|2.00\|602.81\|633.66\|594.00\|144161;2026-06-04\|627.00\|1.98\|610.14\|637.85\|606.00\|120620;2026-06-05\|603.36\|-3.77\|615.00\|619.59\|600.00\|80843;2026-06-08\|585.74\|-2.92\|570.04\|598.80\|568.22\|97859;2026-06-09\|617.10\|5.35\|601.02\|619.80\|594.59\|102006;2026-06-10\|619.20\|0.34\|615.00\|641.01\|610.00\|106913;2026-06-11\|637.50\|2.96\|624.85\|648.00\|620.00\|113667;2026-06-12\|667.19\|4.66\|666.19\|680.99\|655.18\|153480;2026-06-15\|682.22\|2.25\|669.80\|687.66\|640.00\|125640;2026-06-16\|672.19\|-1.47\|680.00\|681.90\|660.36\|86768;2026-06-17\|704.22\|4.76\|660.39\|705.00\|657.00\|113479;2026-06-18\|721.04\|2.39\|704.98\|733.88\|703.70\|104611;2026-06-22\|745.00\|3.32\|739.98\|758.00\|723.47\|107527;2026-06-23\|747.49\|0.33\|748.72\|762.00\|721.00\|99686;2026-06-24\|770.07\|3.02\|727.07\|774.50\|727.00\|131088;2026-06-25\|798.00\|3.63\|778.00\|810.00\|775.00\|118840;2026-06-26\|813.37\|1.93\|795.00\|828.00\|782.17\|124031;2026-06-29\|860.19\|5.76\|814.03\|875.86\|805.88\|150335;2026-06-30\|884.56\|2.83\|890.00\|905.56\|873.53\|127687;2026-07-01\|935.36\|5.74\|884.56\|968.00\|884.56\|146117;2026-07-02\|841.82\|-10.00\|870.00\|884.00\|841.82\|121210;2026-07-03\|816.00\|-2.98\|799.01\|846.38\|775.00\|165854;2026-07-06\|803.60\|-1.52\|832.31\|834.80\|767.97\|152427;2026-07-07\|806.39\|0.35\|794.23\|835.01\|778.69\|130918;2026-07-08\|802.32\|-0.50\|806.39\|830.02\|768.00\|148075;2026-07-09\|878.43\|9.49\|817.42\|880.98\|815.00\|158615;2026-07-10\|801.00\|-8.81\|886.46\|905.00\|800.99\|193858;2026-07-13\|764.30\|-4.58\|795.61\|813.70\|755.00\|163142;2026-07-14\|774.20\|1.30\|763.00\|782.50\|728.01\|167044;2026-07-15\|742.66\|-4.07\|789.00\|793.00\|736.50\|122659;2026-07-16\|702.76\|-5.37\|732.96\|745.65\|693.70\|135093;2026-07-17\|677.00\|-3.67\|693.30\|707.78\|660.01\|166186;2026-07-20\|676.91\|-0.01\|704.00\|716.66\|659.10\|174832;2026-07-21\|744.60\|10.00\|699.00\|744.60\|678.43\|148376;2026-07-22\|764.00\|2.61\|788.00\|809.00\|751.00\|223271;2026-07-23\|740.00\|-3.14\|764.77\|769.00\|723.00\|136405;2026-07-24\|757.00\|2.30\|720.01\|778.80\|716.00\|158621;2026-07-27\|770.00\|1.72\|740.30\|778.00\|723.14\|142356;2026-07-28\|715.00\|-7.14\|745.20\|771.99\|710.01\|130860;2026-07-29\|706.39\|-1.20\|715.58\|727.36\|664.02\|157943;2026-07-30\|668.07\|-5.42\|688.08\|711.73\|643.50\|163296;2026-07-31\|687.00\|2.83\|728.00\|728.00\|686.35\|138743;2026-08-03\|641.30\|-6.65\|685.00\|689.55\|636.45\|131412;2026-08-04\|687.00\|7.13\|640.00\|698.00\|632.01\|145006;2026-08-05\|734.20\|6.87\|695.00\|745.10\|679.00\|137719;2026-08-06\|742.50\|1.13\|717.50\|764.68\|709.00\|107590;2026-08-07\|751.99\|1.28\|740.50\|762.43\|736.92\|85360;2026-08-10\|760.00\|1.07\|752.04\|778.00\|744.66\|87286;2026-08-11\|746.10\|-1.83\|753.03\|767.74\|742.55\|67209;2026-08-12\|760.00\|1.86\|752.00\|767.99\|746.95\|64962;2026-08-13\|738.60\|-2.82\|768.37\|773.40\|738.00\|82142;2026-08-14\|738.66\|0.01\|743.84\|746.60\|728.00\|67210;2026-08-17\|765.97\|3.70\|738.50\|766.32\|732.23\|78452;2026-08-18\|777.00\|1.44\|770.00\|785.90\|757.25\|81666;2026-08-19\|712.95\|-8.24\|753.88\|757.00\|708.11\|108919;2026-08-20\|712.55\|-0.06\|726.01\|739.15\|704.25\|79373;2026-08-21\|714.43\|0.26\|712.00\|725.68\|709.00\|57984;2026-08-24\|707.90\|-0.91\|714.00\|725.80\|695.87\|77787;2026-08-25\|700.40\|-1.06\|707.50\|707.50\|676.66\|75217;2026-08-26\|700.70\|0.04\|671.30\|717.88\|669.01\|97963;2026-08-27\|718.00\|2.47\|700.80\|720.00\|693.70\|61554;2026-08-28\|697.51\|-2.85\|717.00\|724.51\|697.00\|56463;2026-08-31\|699.79\|0.33\|683.56\|699.79\|672.18\|67290;2026-09-01\|667.70\|-4.59\|692.00\|698.00\|664.44\|75448;2026-09-02\|667.00\|-0.10\|660.00\|671.53\|650.20\|59030;2026-09-03\|655.84\|-1.67\|669.90\|672.99\|649.01\|55641;2026-09-04\|638.17\|-2.69\|665.00\|666.98\|633.27\|67659;2026-09-07\|660.65\|3.52\|652.21\|667.86\|652.02\|80581;2026-09-08\|647.87\|-1.93\|660.60\|664.13\|643.90\|58108;2026-09-09\|643.66\|-0.65\|655.00\|655.60\|641.99\|22791
122966	修订后的《集成电路布图设计保护条例》对外公布	涨停揭秘：长电科技作为国内封测龙头，受益于NAND闪存价格企稳反弹及AI驱动存储需求上修；涨停缘由：公司深度绑定国内外主流存储厂商，覆盖NAND及DDR全品类；2026年Q1 NAND合约价环比上涨超15%，叠加服务器厂商补库启动，封测产能利用率回升；资金逻辑：4月8日涨停伴随成交额放量至前五日均值2.3倍，北向资金连续两日增持，显示产业资本与外资同步回补；风险提示：全球存储产能仍处高位，价格反弹持续性待验证，且公司2025年扣非净利同比下滑，盈利修复节奏偏缓	国内封测龙头，拟投资78亿元在上海临港建设高端先进封测工厂	2026-04-30\|45.56\|2.71\|44.65\|45.86\|44.11\|1014030;2026-05-06\|48.20\|5.79\|47.86\|49.18\|47.85\|1499983;2026-05-07\|48.76\|1.16\|48.90\|49.50\|47.47\|1321662;2026-05-08\|50.75\|4.08\|48.00\|51.59\|47.10\|1686549;2026-05-11\|55.83\|10.01\|53.80\|55.83\|53.19\|1629943;2026-05-12\|55.24\|-1.06\|56.76\|56.99\|54.60\|2243986;2026-05-13\|57.49\|4.07\|53.51\|57.97\|53.20\|2182123;2026-05-14\|54.31\|-5.53\|57.79\|57.79\|54.28\|1744515;2026-05-15\|58.05\|6.89\|55.17\|59.73\|54.63\|2510798;2026-05-18\|58.33\|0.48\|57.47\|61.96\|57.01\|2402943;2026-05-19\|60.81\|4.25\|56.91\|61.00\|56.08\|2319497;2026-05-20\|66.22\|8.90\|59.78\|66.89\|59.77\|2859682;2026-05-21\|66.84\|0.94\|66.88\|71.28\|65.67\|3125058;2026-05-22\|72.88\|9.04\|67.05\|73.14\|63.95\|2869279;2026-05-25\|80.17\|10.00\|74.00\|80.17\|71.00\|2751391;2026-05-26\|88.19\|10.00\|83.00\|88.19\|81.15\|3398367;2026-05-27\|86.16\|-2.30\|86.50\|94.90\|83.50\|3513412;2026-05-28\|84.74\|-1.65\|83.01\|87.50\|81.00\|2722646;2026-05-29\|82.05\|-3.17\|86.00\|89.77\|80.33\|3103586;2026-06-01\|75.65\|-7.80\|80.10\|83.51\|75.00\|2953365;2026-06-02\|75.35\|-0.40\|76.86\|77.54\|72.65\|2532512;2026-06-03\|80.13\|6.34\|76.23\|82.89\|76.23\|3253501;2026-06-04\|80.08\|-0.06\|79.00\|81.86\|77.80\|2270520;2026-06-05\|75.65\|-5.53\|79.66\|80.42\|75.08\|2053712;2026-06-08\|70.30\|-7.07\|70.92\|73.00\|69.70\|1681298;2026-06-09\|75.29\|7.10\|72.98\|75.65\|71.40\|1664743;2026-06-10\|74.05\|-1.65\|73.50\|76.44\|72.47\|1502748;2026-06-11\|71.95\|-2.84\|72.60\|74.26\|71.00\|1279991;2026-06-12\|68.92\|-4.21\|75.00\|75.88\|68.85\|1863166;2026-06-15\|74.32\|7.84\|70.30\|74.47\|67.95\|1781531;2026-06-16\|76.93\|3.51\|75.06\|78.38\|74.96\|1917094;2026-06-17\|81.76\|6.28\|76.00\|82.83\|76.00\|2228067;2026-06-18\|83.03\|1.55\|81.89\|85.55\|81.03\|2340780;2026-06-22\|91.33\|10.00\|85.88\|91.33\|85.60\|2372194;2026-06-23\|86.09\|-5.63\|91.96\|91.96\|84.38\|2221175;2026-06-24\|94.70\|10.00\|84.00\|94.70\|84.00\|2573253;2026-06-25\|104.17\|10.00\|100.00\|104.17\|99.99\|1197230;2026-06-26\|100.89\|-3.15\|106.92\|109.33\|100.68\|3358285;2026-06-29\|103.25\|2.34\|103.00\|105.80\|92.40\|3261605;2026-06-30\|103.55\|0.29\|101.29\|105.07\|96.45\|2285109;2026-07-01\|106.64\|2.98\|105.50\|111.11\|101.68\|2459790;2026-07-02\|95.98\|-10.00\|99.00\|101.00\|95.98\|1908044;2026-07-03\|90.88\|-5.31\|93.40\|94.98\|88.35\|1782265;2026-07-06\|95.09\|4.63\|94.85\|97.90\|90.88\|2084214;2026-07-07\|100.99\|6.20\|92.00\|102.88\|91.80\|2272055;2026-07-08\|94.11\|-6.81\|100.90\|102.68\|91.00\|2071654;2026-07-09\|103.52\|10.00\|97.70\|103.52\|94.60\|2063758;2026-07-10\|101.11\|-2.33\|108.88\|113.87\|101.11\|3058528;2026-07-13\|99.05\|-2.04\|98.12\|106.66\|98.12\|2431219;2026-07-14\|102.70\|3.69\|98.00\|103.28\|91.65\|2782632;2026-07-15\|92.46\|-9.97\|105.00\|105.05\|92.43\|2385810;2026-07-16\|83.21\|-10.00\|87.46\|90.41\|83.21\|1854264;2026-07-17\|85.49\|2.74\|82.00\|90.15\|77.71\|2525464;2026-07-20\|76.99\|-9.94\|86.00\|86.99\|76.94\|2018997;2026-07-21\|84.69\|10.00\|76.70\|84.69\|69.29\|2688542;2026-07-22\|85.78\|1.29\|84.00\|89.88\|82.66\|2577809;2026-07-23\|80.81\|-5.79\|85.78\|86.88\|80.30\|1685303;2026-07-24\|82.90\|2.59\|78.02\|84.80\|78.02\|1721614;2026-07-27\|82.35\|-0.66\|81.76\|84.20\|77.10\|1428580;2026-07-28\|76.83\|-6.70\|79.30\|82.87\|75.56\|1375950;2026-07-29\|71.68\|-6.70\|76.70\|77.45\|69.70\|1670628;2026-07-30\|64.51\|-10.00\|70.00\|71.33\|64.51\|1597939;2026-07-31\|65.71\|1.86\|70.27\|70.27\|65.56\|1603603;2026-08-03\|61.00\|-7.17\|64.10\|65.42\|60.84\|1350914;2026-08-04\|65.41\|7.23\|61.99\|66.10\|61.15\|1435993;2026-08-05\|68.97\|5.44\|65.71\|70.59\|65.70\|1761053;2026-08-06\|75.87\|10.00\|67.01\|75.87\|67.01\|2359071;2026-08-07\|77.75\|2.48\|75.15\|78.74\|73.97\|2283414;2026-08-10\|78.52\|0.99\|78.42\|79.49\|76.00\|1430998;2026-08-11\|77.67\|-1.08\|77.10\|80.64\|76.60\|1307868;2026-08-12\|78.18\|0.66\|78.00\|79.08\|76.70\|1040983;2026-08-13\|77.82\|-0.46\|79.30\|81.88\|77.77\|1500489;2026-08-14\|78.71\|1.14\|78.99\|79.28\|76.40\|1144793;2026-08-17\|85.85\|9.07\|78.93\|86.48\|78.93\|1911583;2026-08-18\|85.42\|-0.50\|85.69\|87.50\|84.20\|1508332;2026-08-19\|77.74\|-8.99\|81.11\|83.23\|76.95\|1591708;2026-08-20\|79.48\|2.24\|79.80\|82.13\|77.82\|1234670;2026-08-21\|78.57\|-1.14\|78.29\|80.50\|77.51\|970160;2026-08-24\|73.80\|-6.07\|78.56\|78.56\|72.27\|1119896;2026-08-25\|74.05\|0.34\|72.57\|75.30\|71.06\|861808;2026-08-26\|73.62\|-0.58\|74.25\|74.85\|72.80\|671393;2026-08-27\|76.54\|3.97\|74.28\|76.82\|73.95\|974650;2026-08-28\|74.93\|-2.10\|76.60\|77.98\|74.85\|892019;2026-08-31\|75.75\|1.09\|72.18\|76.00\|72.18\|738559;2026-09-01\|73.29\|-3.25\|75.75\|76.38\|73.00\|578787;2026-09-02\|71.31\|-2.70\|71.75\|72.49\|71.01\|553454;2026-09-03\|71.27\|-0.06\|72.28\|72.52\|70.32\|498105;2026-09-04\|67.36\|-5.49\|71.39\|71.92\|66.63\|1162919;2026-09-07\|69.00\|2.43\|68.59\|69.49\|67.66\|821696;2026-09-08\|68.60\|-0.58\|69.57\|70.30\|68.11\|738361;2026-09-09\|68.81\|0.31\|69.10\|70.28\|68.61\|395987
122965	修订后的《集成电路布图设计保护条例》对外公布	涨停揭秘：模拟芯片龙头业绩持续修复，信号链与电源管理芯片订单饱满，AI服务器电源模块升级催生高压高精度DC/DC芯片需求，国产替代进程加速；涨停缘由：公司深耕模拟芯片领域，产品覆盖运算放大器、数据转换器、DC/DC转换器等5200余款型号；AI服务器对多相VRM、高精度电压监控芯片需求激增；2026年Q1国产模拟芯片市占率达28.5%，同比提升6.2个百分点；资金逻辑：涨停当日主力资金净流入2.6亿元，北向资金单日增持超1200万股，融资余额周增幅达15.8%，显示产业与金融资本双重认可；风险提示：模拟芯片行业周期性较强，消费电子复苏力度尚待验证；公司存货周转天数升至186天，库存压力增大；境外收入占比达63%，地缘政治扰动风险未消除	模拟芯片龙头，深耕信号链与电源管理芯片两大核心领域，产品覆盖运算放大器、数据转换器、DC/DC转换器等32大类5200余款型号	2026-04-30\|91.94\|4.48\|87.90\|92.69\|87.02\|371913;2026-05-06\|88.45\|-3.80\|93.88\|94.20\|88.02\|452449;2026-05-07\|89.95\|1.70\|90.98\|90.99\|88.45\|295680;2026-05-08\|88.40\|-1.50\|88.56\|89.08\|87.10\|215346;2026-05-11\|98.40\|11.31\|89.98\|99.99\|89.98\|550699;2026-05-12\|103.38\|5.06\|97.99\|105.33\|95.86\|466704;2026-05-13\|104.71\|1.29\|102.00\|105.21\|101.81\|314662;2026-05-14\|105.74\|0.98\|109.64\|111.97\|105.66\|413756;2026-05-15\|107.90\|2.04\|106.04\|113.90\|105.61\|343608;2026-05-18\|105.35\|-2.36\|105.96\|110.16\|103.61\|253725;2026-05-19\|112.60\|6.88\|106.60\|113.67\|102.10\|315068;2026-05-20\|116.79\|3.72\|112.10\|119.63\|110.15\|317094;2026-05-21\|109.62\|-6.14\|116.00\|117.95\|108.95\|305803;2026-05-22\|111.01\|1.27\|111.00\|112.50\|108.35\|190160;2026-05-25\|118.60\|6.84\|111.22\|122.62\|111.20\|301374;2026-05-26\|116.66\|-1.64\|117.80\|118.30\|111.39\|224098;2026-05-27\|119.39\|2.34\|119.80\|127.77\|117.04\|307333;2026-05-28\|121.50\|1.77\|119.34\|123.80\|116.05\|215039;2026-05-29\|117.77\|-3.07\|123.00\|123.99\|115.01\|220300;2026-06-01\|105.66\|-10.28\|115.92\|115.99\|105.00\|383530;2026-06-02\|106.58\|0.87\|106.00\|109.50\|102.30\|301164;2026-06-03\|109.20\|2.46\|107.00\|112.89\|107.00\|204950;2026-06-04\|113.25\|3.71\|107.41\|115.05\|105.88\|200516;2026-06-05\|107.74\|-4.87\|112.16\|112.50\|106.50\|166599;2026-06-08\|103.17\|-4.24\|102.85\|107.50\|101.76\|159651;2026-06-09\|109.99\|6.61\|105.23\|112.26\|102.91\|209907;2026-06-10\|105.75\|-3.85\|107.72\|108.99\|103.40\|167825;2026-06-11\|105.22\|-0.50\|105.70\|109.56\|103.09\|168508;2026-06-12\|111.44\|5.91\|108.00\|111.44\|105.02\|317806;2026-06-15\|116.83\|4.84\|108.21\|117.95\|106.64\|335739;2026-06-16\|127.50\|9.13\|116.83\|128.89\|115.70\|300863;2026-06-17\|131.55\|3.18\|124.50\|132.96\|124.00\|197341;2026-06-18\|132.77\|0.93\|132.67\|134.80\|129.64\|149074;2026-06-22\|136.81\|3.04\|135.00\|143.00\|133.66\|227147;2026-06-23\|137.16\|0.26\|133.92\|141.50\|132.84\|141322;2026-06-24\|137.48\|0.23\|135.00\|138.50\|130.32\|181184;2026-06-25\|138.28\|0.58\|138.64\|141.00\|134.00\|172956;2026-06-26\|131.55\|-4.87\|139.00\|141.02\|129.00\|200257;2026-06-29\|133.60\|1.56\|131.57\|140.93\|126.03\|214683;2026-06-30\|143.48\|7.40\|133.61\|144.20\|131.49\|225991;2026-07-01\|137.21\|-4.37\|142.77\|149.00\|135.12\|208419;2026-07-02\|142.00\|3.49\|136.06\|151.90\|128.40\|310042;2026-07-03\|139.60\|-1.69\|141.31\|144.40\|135.10\|226032;2026-07-06\|135.97\|-2.60\|140.96\|141.88\|128.13\|206848;2026-07-07\|129.10\|-5.05\|136.00\|136.01\|126.26\|214287;2026-07-08\|129.74\|0.50\|130.00\|133.79\|122.58\|163854;2026-07-09\|134.86\|3.95\|131.99\|135.19\|126.64\|146870;2026-07-10\|124.25\|-7.87\|133.00\|136.30\|124.00\|179742;2026-07-13\|116.26\|-6.43\|122.79\|123.97\|114.40\|213742;2026-07-14\|117.31\|0.90\|117.20\|119.91\|112.76\|154050;2026-07-15\|112.73\|-3.90\|118.00\|119.98\|111.68\|118396;2026-07-16\|107.32\|-4.80\|111.22\|113.50\|105.49\|178701;2026-07-17\|101.00\|-5.89\|107.32\|107.85\|98.83\|202948;2026-07-20\|98.01\|-2.96\|102.97\|105.12\|95.10\|185231;2026-07-21\|110.05\|12.28\|99.31\|110.79\|95.01\|264966;2026-07-22\|106.11\|-3.58\|109.86\|112.50\|105.41\|161423;2026-07-23\|103.86\|-2.12\|106.11\|108.47\|102.00\|130280;2026-07-24\|100.41\|-3.32\|101.40\|103.65\|98.96\|111729;2026-07-27\|98.89\|-1.51\|99.82\|100.93\|94.70\|175105;2026-07-28\|94.99\|-3.94\|95.81\|97.90\|92.38\|165401;2026-07-29\|100.74\|6.05\|96.00\|101.63\|95.09\|277301;2026-07-30\|89.58\|-11.08\|99.88\|99.88\|88.72\|212105;2026-07-31\|95.73\|6.87\|96.20\|101.19\|95.41\|200673;2026-08-03\|94.40\|-1.39\|95.43\|95.75\|92.00\|112168;2026-08-04\|101.56\|7.58\|96.08\|103.01\|94.05\|184782;2026-08-05\|104.02\|2.42\|100.00\|105.00\|98.87\|208109;2026-08-06\|106.24\|2.13\|102.00\|106.50\|100.58\|133548;2026-08-07\|111.68\|5.12\|106.87\|113.30\|106.02\|131702;2026-08-10\|110.27\|-1.26\|115.13\|115.13\|105.28\|161458;2026-08-11\|115.49\|4.73\|110.84\|118.50\|110.50\|193309;2026-08-12\|116.02\|0.46\|114.36\|118.78\|113.58\|106597;2026-08-13\|118.70\|2.31\|118.37\|122.59\|115.10\|156063;2026-08-14\|123.00\|3.62\|119.00\|123.80\|117.00\|198824;2026-08-17\|123.24\|0.20\|122.45\|123.60\|120.00\|148669;2026-08-18\|116.92\|-5.13\|122.22\|122.89\|115.00\|227188;2026-08-19\|106.49\|-8.92\|114.17\|114.80\|105.80\|181900;2026-08-20\|116.58\|9.48\|108.61\|120.00\|108.61\|202035;2026-08-21\|116.60\|0.02\|116.00\|118.12\|114.01\|86111;2026-08-24\|111.13\|-4.69\|116.90\|117.70\|108.66\|102477;2026-08-25\|114.86\|3.36\|110.02\|115.81\|108.36\|103953;2026-08-26\|113.51\|-1.18\|115.36\|116.99\|112.66\|63909;2026-08-27\|116.90\|2.99\|114.74\|117.30\|113.16\|73008;2026-08-28\|114.50\|-2.05\|116.25\|118.49\|114.14\|64850;2026-08-31\|114.00\|-0.44\|112.21\|114.23\|108.60\|143029;2026-09-01\|112.58\|-1.25\|114.88\|116.16\|111.92\|87431;2026-09-02\|110.73\|-1.64\|111.28\|111.73\|108.47\|88635;2026-09-03\|109.76\|-0.88\|112.88\|112.88\|108.80\|49694;2026-09-04\|106.92\|-2.59\|113.36\|115.00\|105.67\|98441;2026-09-07\|110.60\|3.44\|108.84\|112.51\|107.24\|105847;2026-09-08\|107.13\|-3.14\|111.00\|111.49\|106.86\|72788;2026-09-09\|107.90\|0.72\|108.37\|110.49\|107.14\|42206
122964	修订后的《集成电路布图设计保护条例》对外公布	半导体设备+碳化硅陶瓷零部件+订单景气行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年4月18日年报，公司为半导体及泛半导体工艺制程领域综合性解决方案提供商，Gas Box产品已成为国内头部供应商，获得新凯来、北方华创等企业批量采用；并收购辽宁汉京半导体，拓展至高纯石英及碳化硅陶瓷零部件领域。 2、据2026年4月21日机构调研，2026年第一季度公司新签订单12亿元，同比增长58.6%，其中半导体订单7.05亿元，同比增长93.6%，半导体业务复苏趋势加强。 3、据2026年4月18日发布的2026年一季报，公司2026年第一季度实现营业收入9.70亿元，同比增长43.35%，下游行业资本开支景气度回升带动收入规模显著增加。	公司完成收购汉京半导体62.23%股权，新增石英、碳化硅陶瓷等半导体设备核心零组件，产品矩阵延伸至高端耗材	2026-04-30\|32.66\|0.15\|32.85\|32.93\|32.10\|55237;2026-05-06\|33.42\|2.33\|32.98\|34.51\|32.97\|114465;2026-05-07\|33.39\|-0.09\|33.56\|33.58\|33.00\|69258;2026-05-08\|33.34\|-0.15\|33.19\|34.10\|32.60\|75839;2026-05-11\|35.30\|5.88\|33.84\|36.05\|33.55\|159804;2026-05-12\|35.96\|1.87\|35.30\|36.60\|34.75\|165031;2026-05-13\|38.46\|6.95\|35.55\|38.65\|35.46\|213649;2026-05-14\|46.15\|19.99\|39.78\|46.15\|37.99\|462706;2026-05-15\|48.00\|4.01\|46.00\|49.78\|45.30\|483891;2026-05-18\|49.10\|2.29\|49.50\|52.45\|47.50\|403547;2026-05-19\|49.50\|0.81\|48.00\|50.43\|47.20\|300206;2026-05-20\|50.21\|1.43\|48.68\|51.97\|48.27\|316119;2026-05-21\|45.41\|-9.56\|50.75\|50.98\|45.38\|377327;2026-05-22\|46.74\|2.93\|46.10\|46.78\|45.00\|246881;2026-05-25\|46.30\|-0.94\|47.04\|47.18\|44.56\|212309;2026-05-26\|43.30\|-6.48\|45.90\|45.90\|42.30\|206316;2026-05-27\|41.24\|-4.54\|43.20\|43.60\|40.86\|147464;2026-05-28\|43.89\|6.43\|41.00\|44.67\|40.50\|200306;2026-05-29\|40.56\|-7.59\|43.86\|44.35\|40.14\|155190;2026-06-01\|38.10\|-6.07\|40.73\|41.02\|37.96\|134244;2026-06-02\|38.47\|0.97\|38.60\|39.36\|37.61\|128023;2026-06-03\|38.11\|-0.94\|38.65\|39.50\|37.32\|138069;2026-06-04\|39.84\|4.54\|37.65\|40.81\|37.38\|167839;2026-06-05\|40.90\|2.66\|39.05\|42.63\|37.84\|257764;2026-06-08\|37.94\|-7.24\|38.88\|40.49\|37.51\|163174;2026-06-09\|45.53\|20.01\|39.03\|45.53\|38.55\|286436;2026-06-10\|45.93\|0.88\|45.00\|47.36\|44.20\|346178;2026-06-11\|47.42\|3.24\|45.93\|48.86\|45.50\|296763;2026-06-12\|46.22\|-2.53\|48.30\|52.06\|45.17\|387504;2026-06-15\|45.11\|-2.40\|45.00\|47.14\|43.72\|251710;2026-06-16\|44.75\|-0.80\|46.96\|47.80\|44.42\|216311;2026-06-17\|46.80\|4.58\|43.96\|47.80\|43.00\|267514;2026-06-18\|46.10\|-1.50\|46.01\|47.60\|45.44\|187799;2026-06-22\|45.13\|-2.10\|46.50\|47.55\|43.88\|205590;2026-06-23\|45.26\|0.29\|44.68\|47.70\|43.38\|194456;2026-06-24\|47.61\|5.19\|44.99\|47.76\|43.50\|212972;2026-06-25\|46.85\|-1.60\|49.33\|49.96\|45.60\|278591;2026-06-26\|56.22\|20.00\|46.00\|56.22\|45.50\|443106;2026-06-29\|65.95\|17.31\|59.04\|67.46\|55.00\|666506;2026-06-30\|79.06\|19.88\|70.61\|79.14\|70.61\|616474;2026-07-01\|83.66\|5.82\|81.30\|88.66\|80.01\|565126;2026-07-02\|79.97\|-4.41\|77.70\|84.00\|75.11\|383842;2026-07-03\|77.41\|-3.20\|78.11\|79.95\|70.01\|376683;2026-07-06\|71.00\|-8.28\|79.36\|79.95\|70.00\|305978;2026-07-07\|78.50\|10.56\|71.00\|83.00\|68.85\|405303;2026-07-08\|75.68\|-3.59\|80.90\|83.05\|71.60\|316999;2026-07-09\|80.33\|6.14\|74.36\|80.67\|71.11\|385318;2026-07-10\|68.03\|-15.31\|80.67\|81.00\|68.03\|423030;2026-07-13\|63.98\|-5.95\|64.20\|71.09\|63.37\|309456;2026-07-14\|63.12\|-1.34\|64.66\|67.84\|61.66\|253334;2026-07-15\|60.63\|-3.94\|65.00\|67.00\|59.10\|228200;2026-07-16\|56.30\|-7.14\|56.73\|60.68\|55.88\|222336;2026-07-17\|48.18\|-14.42\|55.18\|55.99\|47.85\|331451;2026-07-20\|41.84\|-13.16\|50.00\|51.20\|40.11\|338677;2026-07-21\|50.21\|20.00\|43.14\|50.21\|39.00\|439233;2026-07-22\|47.41\|-5.58\|49.19\|51.16\|46.80\|361381;2026-07-23\|44.91\|-5.27\|47.84\|48.35\|44.30\|211828;2026-07-24\|48.38\|7.73\|44.07\|49.97\|43.70\|398770;2026-07-27\|54.55\|12.75\|48.46\|54.79\|46.33\|446330;2026-07-28\|49.17\|-9.86\|50.80\|53.50\|48.95\|312899;2026-07-29\|54.71\|11.27\|49.45\|55.18\|47.77\|450173;2026-07-30\|48.84\|-10.73\|53.74\|53.88\|48.66\|385029;2026-07-31\|49.71\|1.78\|54.00\|56.46\|49.20\|451714;2026-08-03\|43.50\|-12.49\|48.42\|49.01\|40.85\|464107;2026-08-04\|47.85\|10.00\|43.22\|49.39\|41.80\|423280;2026-08-05\|57.42\|20.00\|47.46\|57.42\|47.45\|445524;2026-08-06\|61.00\|6.23\|57.30\|62.59\|57.12\|465064;2026-08-07\|65.98\|8.16\|60.05\|68.00\|60.00\|434257;2026-08-10\|70.50\|6.85\|66.97\|70.50\|66.60\|415324;2026-08-11\|69.98\|-0.74\|69.25\|74.66\|69.25\|338192;2026-08-12\|75.35\|7.67\|71.16\|76.66\|71.16\|295923;2026-08-13\|71.86\|-4.63\|76.55\|77.12\|71.00\|262826;2026-08-14\|72.38\|0.72\|72.47\|75.13\|70.73\|187782;2026-08-17\|72.22\|-0.22\|70.84\|73.62\|70.00\|249569;2026-08-18\|70.95\|-1.76\|72.44\|74.10\|68.20\|291540;2026-08-19\|65.18\|-8.13\|68.26\|70.74\|64.00\|275007;2026-08-20\|66.20\|1.56\|65.71\|68.30\|64.14\|221634;2026-08-21\|66.30\|0.15\|67.33\|69.37\|65.67\|206571;2026-08-24\|71.15\|7.32\|67.00\|71.75\|64.50\|350497;2026-08-25\|70.60\|-0.77\|69.19\|72.10\|64.30\|310197;2026-08-26\|72.80\|3.12\|70.00\|73.90\|68.21\|275190;2026-08-27\|72.40\|-0.55\|71.49\|74.30\|68.30\|315987;2026-08-28\|67.40\|-6.91\|71.00\|74.68\|67.00\|230551;2026-08-31\|67.40\|0.00\|64.90\|68.90\|63.43\|223785;2026-09-01\|66.60\|-1.19\|71.10\|72.50\|63.91\|319276;2026-09-02\|65.75\|-1.28\|65.27\|69.86\|64.18\|219247;2026-09-03\|65.00\|-1.14\|66.33\|66.80\|62.70\|195932;2026-09-04\|60.40\|-7.08\|66.10\|66.35\|59.00\|211478;2026-09-07\|65.72\|8.81\|61.25\|67.20\|60.74\|241759;2026-09-08\|63.50\|-3.38\|66.68\|66.78\|63.26\|14681495;2026-09-09\|62.26\|-1.95\|64.01\|65.84\|62.18\|6562744
122963	修订后的《集成电路布图设计保护条例》对外公布	球形硅微粉+纳米二氧化硅+一季报增长 1、据2026年6月4日投资者关系活动记录表，公司控股子公司江苏辉迈生产的球形硅微粉，已实现规模化连续生产与批量稳定交付，具备产业化能力；据2026年5月21日互动易，江苏辉迈具备化学合成法球形硅微粉的产业化能力。 2、公司主营纳米二氧化硅新材料，是国内消光用二氧化硅领域龙头企业，产品涵盖消光剂、吸附剂、开口剂及防锈颜料等，并已研发生产太阳能电池涂覆背板膜用二氧化硅。 3、据2026年4月24日公告，公司2026年一季度实现营收1.48亿元，同比增长35.51%，主要系产品销量增长及江苏辉迈并表所致；归母净利润3828.09万元，同比增长21.80%。	1、公司的抛光液产品专用于半导体芯片的化学机械抛光（CMP）工艺，可提升晶圆表面平整度与质量，是芯片制造的关键材料； 2、国内消光用二氧化硅领域龙头企业；公司主要产品有太阳能电池涂覆背板膜用二氧化硅	2026-04-30\|115.98\|3.86\|112.01\|121.08\|112.01\|57077;2026-05-06\|121.85\|5.06\|115.59\|123.03\|114.14\|61879;2026-05-07\|139.95\|14.85\|120.00\|142.01\|118.00\|73310;2026-05-08\|135.40\|-3.25\|138.02\|143.92\|134.39\|57584;2026-05-11\|138.99\|2.65\|137.04\|140.14\|133.01\|50339;2026-05-12\|147.95\|6.45\|137.07\|153.66\|134.30\|59652;2026-05-13\|149.80\|1.25\|142.36\|152.00\|140.65\|51638;2026-05-14\|143.00\|-4.54\|148.31\|157.60\|143.00\|47067;2026-05-15\|122.58\|-14.28\|143.01\|144.53\|118.98\|96016;2026-05-18\|121.00\|-1.29\|122.57\|123.95\|118.68\|49993;2026-05-19\|124.20\|2.64\|119.10\|125.00\|117.00\|47081;2026-05-20\|137.36\|10.60\|123.01\|143.41\|122.70\|74847;2026-05-21\|123.60\|-10.02\|137.38\|140.10\|122.00\|68687;2026-05-22\|139.60\|12.95\|125.00\|141.50\|125.00\|82120;2026-05-25\|132.28\|-5.24\|140.01\|140.62\|130.13\|75997;2026-05-26\|130.18\|-1.59\|130.96\|136.00\|123.00\|61224;2026-05-27\|118.60\|-8.90\|126.50\|127.00\|116.00\|67221;2026-05-28\|118.01\|-0.25\|117.81\|119.68\|111.50\|58352;2026-05-29\|138.60\|17.45\|120.00\|141.61\|118.51\|140979;2026-06-01\|140.48\|1.36\|141.18\|148.88\|136.00\|115192;2026-06-02\|140.34\|-0.10\|139.24\|146.96\|136.19\|81857;2026-06-03\|130.39\|-7.09\|137.10\|139.98\|128.01\|98501;2026-06-04\|140.70\|7.91\|129.01\|146.35\|126.26\|102155;2026-06-05\|132.62\|-5.74\|143.00\|147.51\|130.01\|87212;2026-06-08\|118.81\|-10.41\|122.90\|125.44\|116.40\|75244;2026-06-09\|127.15\|7.02\|123.00\|129.47\|119.18\|62204;2026-06-10\|124.85\|-1.81\|122.74\|128.38\|120.98\|41121;2026-06-11\|134.34\|7.60\|123.35\|134.50\|121.20\|74545;2026-06-12\|132.48\|-1.38\|137.00\|148.99\|131.33\|87367;2026-06-15\|158.98\|20.00\|138.00\|158.98\|133.06\|126790;2026-06-16\|171.01\|7.57\|161.45\|178.35\|158.00\|114921;2026-06-17\|195.17\|14.13\|174.41\|203.99\|174.41\|101895;2026-06-18\|194.90\|-0.14\|177.88\|198.30\|174.19\|95713;2026-06-22\|194.60\|-0.15\|193.81\|203.87\|187.00\|74334;2026-06-23\|181.60\|-6.68\|187.05\|187.68\|176.00\|65245;2026-06-24\|179.00\|-1.43\|182.00\|185.88\|177.22\|49469;2026-06-25\|184.10\|2.85\|178.63\|193.34\|174.00\|73947;2026-06-26\|165.50\|-10.10\|180.00\|180.59\|165.00\|74441;2026-06-29\|155.71\|-5.92\|167.01\|172.80\|149.56\|73767;2026-06-30\|155.50\|-0.13\|156.10\|158.70\|150.00\|54696;2026-07-01\|165.38\|6.35\|156.78\|167.68\|153.00\|86004;2026-07-02\|146.62\|-11.34\|152.85\|156.88\|144.00\|55142;2026-07-03\|138.90\|-5.27\|146.74\|148.00\|138.80\|52330;2026-07-06\|134.37\|-3.26\|142.88\|144.44\|132.04\|46025;2026-07-07\|123.84\|-7.84\|134.79\|134.79\|121.50\|60046;2026-07-08\|116.02\|-6.31\|124.89\|127.30\|115.77\|52203;2026-07-09\|124.41\|7.23\|123.88\|128.84\|117.11\|77232;2026-07-10\|119.38\|-4.04\|124.95\|129.39\|119.20\|59103;2026-07-13\|109.60\|-8.19\|116.51\|120.15\|109.00\|47837;2026-07-14\|118.37\|8.00\|111.66\|121.40\|110.78\|57340;2026-07-15\|111.03\|-6.20\|119.97\|122.16\|110.51\|42094;2026-07-16\|105.81\|-4.70\|109.36\|112.15\|104.88\|35842;2026-07-17\|95.71\|-9.55\|106.02\|107.20\|94.08\|51146;2026-07-20\|82.90\|-13.38\|98.59\|101.00\|79.00\|71817;2026-07-21\|91.99\|10.96\|84.39\|92.18\|71.99\|75828;2026-07-22\|88.26\|-4.05\|91.33\|94.41\|86.92\|52224;2026-07-23\|88.26\|0.00\|89.99\|92.80\|87.34\|34966;2026-07-24\|85.01\|-3.68\|86.91\|88.80\|83.65\|28309;2026-07-27\|90.31\|6.23\|86.54\|90.45\|83.95\|38478;2026-07-28\|81.69\|-9.54\|87.68\|90.74\|81.13\|38838;2026-07-29\|79.02\|-3.27\|81.91\|83.49\|74.48\|47292;2026-07-30\|70.64\|-10.60\|79.85\|80.02\|69.31\|54172;2026-07-31\|73.55\|4.12\|79.51\|80.87\|72.72\|57082;2026-08-03\|71.07\|-3.37\|73.45\|75.61\|69.67\|49440;2026-08-04\|78.20\|10.03\|72.11\|78.59\|70.43\|52466;2026-08-05\|85.97\|9.94\|77.00\|87.68\|77.00\|61641;2026-08-06\|89.50\|4.11\|83.88\|90.62\|82.60\|60984;2026-08-07\|95.22\|6.39\|88.81\|96.80\|86.98\|91166;2026-08-10\|91.25\|-4.17\|100.07\|103.00\|89.20\|81423;2026-08-11\|89.12\|-2.33\|89.88\|91.96\|87.79\|60557;2026-08-12\|97.80\|9.74\|89.02\|97.95\|89.02\|81210;2026-08-13\|102.35\|4.65\|104.16\|111.88\|102.00\|128691;2026-08-14\|106.10\|3.66\|104.04\|110.53\|101.33\|83244;2026-08-17\|109.50\|3.20\|108.27\|109.50\|103.38\|78875;2026-08-18\|108.00\|-1.37\|109.51\|111.40\|105.33\|65952;2026-08-19\|95.10\|-11.94\|101.59\|105.91\|94.48\|74007;2026-08-20\|95.49\|0.41\|98.01\|98.60\|93.01\|45718;2026-08-21\|98.36\|3.01\|97.40\|102.00\|92.84\|57258;2026-08-24\|93.02\|-5.43\|98.94\|100.00\|89.90\|47417;2026-08-25\|94.99\|2.12\|91.78\|96.50\|89.08\|47849;2026-08-26\|99.16\|4.39\|95.00\|99.50\|90.14\|70569;2026-08-27\|116.80\|17.79\|103.32\|117.50\|99.00\|134587;2026-08-28\|111.64\|-4.42\|117.98\|118.90\|111.30\|103984;2026-08-31\|110.51\|-1.01\|108.00\|115.68\|105.80\|74460;2026-09-01\|106.13\|-3.96\|110.51\|111.00\|103.00\|71836;2026-09-02\|104.20\|-1.82\|105.00\|110.06\|101.00\|65156;2026-09-03\|99.21\|-4.79\|105.81\|107.48\|97.28\|62638;2026-09-04\|95.73\|-3.51\|99.22\|104.32\|94.41\|56683;2026-09-07\|102.81\|7.40\|96.66\|104.84\|96.60\|64926;2026-09-08\|97.15\|-5.51\|101.40\|103.58\|96.66\|51890;2026-09-09\|100.85\|3.81\|97.21\|103.58\|97.21\|42973
122962	修订后的《集成电路布图设计保护条例》对外公布	拟收购恒泰柯半导体+功率半导体涨价+AI算力 1、据2026年6月29日公告，公司拟通过发行股份方式购买恒泰柯半导体100%股权并募集配套资金，6月29日复牌。本次交易旨在补足中高压功率半导体器件技术短板，形成覆盖低压至高压的完整功率器件产品体系。 2、据证券时报网2026年6月30日报道，多家功率半导体厂商将在7月1日调整产品价格，全球近20家模拟及功率半导体企业启动新一轮涨价；据2026年6月17日评级报告，公司主要从事半导体分立器件研发、生产和销售，主营小信号器件及功率器件等。 3、据2026年6月1日互动易，公司主营的高压整流桥、功率MOS等核心元器件可广泛用于AI服务器、大型算力集群等高负载电源场景，产品已由业内头部电源方案商间接进入主流AI服务器供应链，成功配套应用于算力服务器电源系统。	公司拟收购恒泰柯100%股权，标的主要从事功率半导体产品，其称产品“达到国内顶尖水准”	2026-04-30\|39.09\|0.46\|38.79\|40.11\|38.67\|40049;2026-05-06\|39.00\|-0.23\|39.42\|40.47\|38.66\|53299;2026-05-07\|40.08\|2.77\|39.35\|40.08\|38.44\|42300;2026-05-08\|39.64\|-1.10\|39.68\|39.79\|38.88\|29923;2026-05-11\|40.12\|1.21\|39.99\|41.08\|39.77\|42468;2026-05-12\|39.85\|-0.67\|40.15\|40.76\|39.20\|28278;2026-05-13\|40.25\|1.00\|39.78\|40.70\|38.82\|38055;2026-05-14\|42.07\|4.52\|40.31\|43.15\|40.04\|65104;2026-05-15\|43.33\|3.00\|41.99\|45.00\|41.62\|68170;2026-05-18\|42.56\|-1.78\|42.77\|43.95\|40.68\|57812;2026-05-19\|43.39\|1.95\|42.47\|43.56\|40.70\|48196;2026-05-20\|44.15\|1.75\|43.39\|44.94\|42.91\|53578;2026-05-21\|40.50\|-8.27\|44.51\|44.98\|40.33\|60152;2026-05-22\|42.00\|3.70\|41.03\|42.28\|40.30\|41272;2026-05-25\|43.76\|4.19\|41.72\|44.30\|40.91\|46937;2026-05-26\|43.98\|0.50\|44.29\|44.50\|42.63\|52704;2026-05-27\|41.90\|-4.73\|43.55\|45.10\|40.99\|63305;2026-05-28\|43.05\|2.74\|41.91\|43.48\|40.92\|48422;2026-05-29\|38.75\|-9.99\|43.55\|43.55\|38.59\|64321;2026-06-01\|39.74\|2.55\|38.57\|40.85\|38.35\|55617;2026-06-02\|38.63\|-2.79\|39.46\|40.29\|38.22\|29186;2026-06-03\|39.61\|2.54\|38.63\|40.19\|38.52\|32257;2026-06-04\|40.13\|1.31\|39.40\|41.12\|39.00\|24654;2026-06-05\|40.42\|0.72\|39.60\|41.44\|39.11\|23850;2026-06-08\|37.80\|-6.48\|39.16\|39.57\|36.90\|38480;2026-06-09\|39.43\|4.31\|38.31\|39.60\|37.05\|30026;2026-06-10\|42.85\|8.67\|39.04\|42.88\|38.50\|54529;2026-06-11\|46.82\|9.26\|42.00\|47.24\|41.80\|77972;2026-06-29\|55.88\|19.99\|55.88\|55.88\|55.88\|15646;2026-06-30\|64.72\|15.82\|66.00\|66.00\|58.47\|207077;2026-07-01\|77.50\|19.75\|59.95\|77.66\|59.95\|259000;2026-07-02\|80.00\|3.23\|69.96\|85.06\|68.01\|181869;2026-07-03\|68.03\|-14.96\|78.00\|79.00\|67.00\|158489;2026-07-06\|80.75\|18.70\|69.00\|80.80\|69.00\|163433;2026-07-07\|75.15\|-6.93\|78.22\|78.68\|71.68\|123987;2026-07-08\|66.80\|-11.11\|75.79\|75.79\|65.15\|128828;2026-07-09\|67.34\|0.81\|66.66\|69.88\|63.20\|132632;2026-07-10\|58.31\|-13.41\|65.33\|67.82\|57.93\|160988;2026-07-13\|53.17\|-8.81\|58.00\|59.98\|52.41\|114036;2026-07-14\|53.20\|0.06\|53.65\|54.69\|51.05\|82483;2026-07-15\|47.36\|-10.98\|54.16\|54.50\|46.80\|102336;2026-07-16\|44.75\|-5.51\|46.00\|48.50\|44.33\|86600;2026-07-17\|39.94\|-10.75\|44.66\|45.60\|39.73\|94857;2026-07-20\|37.03\|-7.29\|43.47\|43.70\|35.70\|109881;2026-07-21\|40.56\|9.53\|38.05\|41.33\|32.27\|166358;2026-07-22\|37.88\|-6.61\|39.27\|40.71\|37.49\|153197;2026-07-23\|36.37\|-3.99\|38.00\|38.38\|36.08\|82859;2026-07-24\|36.79\|1.15\|35.70\|38.47\|35.26\|85906;2026-07-27\|37.49\|1.90\|36.15\|37.54\|35.28\|69209;2026-07-28\|34.65\|-7.58\|36.31\|37.81\|34.40\|67241;2026-07-29\|34.65\|0.00\|34.56\|34.86\|32.64\|78752;2026-07-30\|31.41\|-9.35\|34.22\|34.50\|31.02\|94849;2026-07-31\|32.80\|4.43\|33.21\|34.68\|32.79\|105885;2026-08-03\|31.34\|-4.45\|32.32\|32.78\|30.98\|84275;2026-08-04\|34.49\|10.05\|31.70\|34.78\|31.67\|95448;2026-08-05\|37.13\|7.65\|34.31\|37.59\|34.01\|103163;2026-08-06\|38.60\|3.96\|36.96\|38.87\|36.51\|90371;2026-08-07\|40.62\|5.23\|38.55\|40.95\|37.73\|107958;2026-08-10\|40.25\|-0.91\|41.60\|42.31\|39.02\|115360;2026-08-11\|40.11\|-0.35\|39.79\|41.44\|39.50\|94254;2026-08-12\|41.07\|2.39\|40.13\|41.60\|40.13\|72421;2026-08-13\|39.79\|-3.12\|41.44\|42.30\|39.60\|82381;2026-08-14\|40.77\|2.46\|40.21\|41.06\|39.74\|62589;2026-08-17\|41.93\|2.85\|40.99\|41.97\|40.42\|81793;2026-08-18\|42.78\|2.03\|41.97\|43.11\|41.80\|106041;2026-08-19\|39.90\|-6.73\|41.28\|42.06\|39.46\|85529;2026-08-20\|39.69\|-0.53\|40.49\|40.67\|39.08\|57382;2026-08-21\|40.33\|1.61\|39.36\|40.80\|39.16\|51435;2026-08-24\|39.40\|-2.31\|40.12\|40.58\|38.24\|52337;2026-08-25\|39.40\|0.00\|38.70\|39.78\|37.42\|44713;2026-08-26\|38.75\|-1.65\|39.45\|39.52\|38.06\|38794;2026-08-27\|40.65\|4.90\|38.92\|40.79\|38.61\|55424;2026-08-28\|39.90\|-1.84\|40.65\|41.82\|39.81\|53279;2026-08-31\|40.63\|1.83\|39.21\|40.88\|38.66\|48601;2026-09-01\|39.06\|-3.86\|40.67\|40.67\|38.58\|48122;2026-09-02\|38.30\|-1.95\|38.68\|38.88\|37.66\|34929;2026-09-03\|38.35\|0.13\|38.57\|38.99\|37.75\|35464;2026-09-04\|37.22\|-2.95\|38.81\|41.20\|36.93\|85030;2026-09-07\|38.22\|2.69\|37.99\|38.76\|37.51\|48653;2026-09-08\|37.88\|-0.89\|38.15\|38.59\|37.14\|4084821;2026-09-09\|38.05\|0.45\|38.46\|39.19\|38.01\|2589367
122961	修订后的《集成电路布图设计保护条例》对外公布	MCU涨价+高速光模块MCU 1、据2026年6月22日互动易，公司持续跟踪CPO共封装光学前沿技术，CPO光引擎所需MCU与现有800G/1.6T可插拔光模块主控MCU核心技术基础相近，公司依托现有技术储备具备适配开发能力。 2、据2026年6月15日互动易，公司N32H493系列MCU在算力中心高速光模块领域，主要用于800G/1.6T等高速光模块，承担控制、监控、协议处理等功能，目前正在推进客户导入验证工作。 3、据2026年6月2日互动易，受AI算力需求拉动及上游成本上行，MCU行业已出现普遍涨价，公司于今年4月起对芯片产品进行合理调价，芯片销量一季度同比实现增长；据2025年年度报告，公司深耕MCU自主研发二十余年，是国内MCU领域核心厂商，业务覆盖消费电子、工业控制、汽车电子等，并前瞻布局AI与边缘计算、机器人等新兴赛道。	公司是国内专业从事超大规模信息安全芯片和通讯芯片产品以及整体解决方案的IC公司；与IBM合作共同打造EDA（电子设计自动化）云平台	2026-04-30\|23.05\|4.02\|22.32\|23.40\|21.90\|522944;2026-05-06\|24.14\|4.73\|23.16\|24.95\|23.15\|960546;2026-05-07\|24.74\|2.49\|24.19\|25.60\|24.19\|780295;2026-05-08\|25.59\|3.44\|24.40\|25.60\|24.16\|835770;2026-05-11\|25.24\|-1.37\|25.34\|25.90\|25.00\|734744;2026-05-12\|25.03\|-0.83\|25.10\|25.90\|24.84\|609149;2026-05-13\|25.93\|3.60\|24.60\|26.35\|24.51\|763058;2026-05-14\|25.25\|-2.62\|26.00\|26.93\|25.25\|721338;2026-05-15\|24.90\|-1.39\|25.34\|25.91\|24.67\|603396;2026-05-18\|27.64\|11.00\|25.56\|27.84\|25.05\|1229554;2026-05-19\|28.39\|2.71\|26.97\|28.50\|26.13\|1097841;2026-05-20\|27.91\|-1.69\|28.57\|29.15\|27.70\|782217;2026-05-21\|26.06\|-6.63\|28.05\|28.27\|25.90\|889064;2026-05-22\|26.31\|0.96\|26.26\|26.91\|25.88\|549242;2026-05-25\|26.47\|0.61\|26.01\|26.68\|25.36\|689534;2026-05-26\|26.00\|-1.78\|26.20\|26.69\|24.80\|731357;2026-05-27\|24.97\|-3.96\|25.89\|26.24\|24.61\|580369;2026-05-28\|24.90\|-0.28\|24.70\|25.15\|24.13\|427927;2026-05-29\|22.97\|-7.75\|24.91\|24.93\|22.79\|594401;2026-06-01\|22.65\|-1.39\|23.60\|24.29\|22.63\|399842;2026-06-02\|23.38\|3.22\|22.65\|23.65\|21.82\|506250;2026-06-03\|24.70\|5.65\|23.40\|25.98\|23.40\|822113;2026-06-04\|24.19\|-2.06\|24.28\|25.09\|24.05\|436403;2026-06-05\|23.52\|-2.77\|23.81\|24.50\|23.00\|458695;2026-06-08\|21.49\|-8.63\|22.44\|22.76\|21.22\|419371;2026-06-09\|22.77\|5.96\|22.01\|23.00\|21.37\|419935;2026-06-10\|21.71\|-4.66\|22.32\|22.85\|21.42\|306784;2026-06-11\|22.56\|3.92\|21.70\|22.98\|21.52\|512081;2026-06-12\|21.47\|-4.83\|22.96\|23.54\|21.33\|513996;2026-06-15\|22.22\|3.49\|21.65\|22.23\|21.19\|346276;2026-06-16\|23.12\|4.05\|22.26\|23.50\|22.00\|458520;2026-06-17\|23.15\|0.13\|22.61\|23.44\|22.60\|327684;2026-06-18\|23.33\|0.78\|23.20\|23.77\|22.83\|387657;2026-06-22\|23.10\|-0.99\|23.31\|23.98\|22.22\|450465;2026-06-23\|26.73\|15.71\|23.06\|27.72\|22.88\|1649366;2026-06-24\|25.78\|-3.55\|26.00\|26.07\|24.83\|1146499;2026-06-25\|29.03\|12.61\|25.73\|30.00\|25.50\|1577524;2026-06-26\|28.11\|-3.17\|28.46\|29.72\|28.05\|961212;2026-06-29\|27.53\|-2.06\|28.43\|29.22\|26.18\|878672;2026-06-30\|31.35\|13.88\|27.41\|31.80\|26.71\|1338463;2026-07-01\|30.75\|-1.91\|31.88\|33.51\|30.32\|1192490;2026-07-02\|30.38\|-1.20\|29.50\|33.00\|28.80\|1065541;2026-07-03\|29.05\|-4.38\|30.00\|30.38\|28.68\|696673;2026-07-06\|28.36\|-2.38\|29.39\|30.06\|27.58\|631331;2026-07-07\|27.54\|-2.89\|28.08\|28.52\|26.70\|525075;2026-07-08\|27.06\|-1.74\|27.54\|28.22\|25.75\|568874;2026-07-09\|27.65\|2.18\|27.60\|27.83\|26.40\|549929;2026-07-10\|25.59\|-7.45\|27.70\|28.64\|25.58\|801312;2026-07-13\|23.64\|-7.62\|25.15\|25.64\|23.45\|558147;2026-07-14\|23.50\|-0.59\|23.70\|23.92\|22.01\|490808;2026-07-15\|22.42\|-4.60\|23.99\|24.50\|22.25\|455953;2026-07-16\|21.11\|-5.84\|22.11\|22.64\|20.95\|498326;2026-07-17\|19.24\|-8.86\|20.90\|21.93\|19.20\|810347;2026-07-20\|17.56\|-8.73\|19.65\|19.78\|16.92\|701289;2026-07-21\|18.66\|6.26\|17.79\|18.71\|16.00\|675362;2026-07-22\|18.16\|-2.68\|18.32\|18.98\|18.07\|522076;2026-07-23\|17.82\|-1.87\|18.04\|18.39\|17.60\|360777;2026-07-24\|17.27\|-3.09\|17.47\|17.99\|17.27\|342262;2026-07-27\|17.68\|2.37\|17.30\|17.69\|16.74\|300682;2026-07-28\|16.84\|-4.75\|17.35\|17.74\|16.75\|337544;2026-07-29\|16.75\|-0.53\|16.84\|16.93\|16.03\|391308;2026-07-30\|15.84\|-5.43\|16.53\|16.69\|15.70\|387873;2026-07-31\|16.19\|2.21\|16.83\|17.38\|16.16\|601957;2026-08-03\|16.42\|1.42\|16.19\|16.63\|16.08\|351384;2026-08-04\|18.10\|10.23\|16.71\|18.14\|16.42\|598728;2026-08-05\|18.48\|2.10\|17.50\|18.66\|17.50\|732284;2026-08-06\|18.82\|1.84\|18.20\|19.33\|18.05\|629188;2026-08-07\|19.31\|2.60\|18.79\|19.42\|18.37\|523046;2026-08-10\|19.17\|-0.72\|19.41\|19.90\|18.87\|342447;2026-08-11\|19.90\|3.81\|19.00\|20.40\|18.90\|541932;2026-08-12\|20.08\|0.90\|20.12\|21.10\|19.91\|691850;2026-08-13\|19.56\|-2.59\|20.39\|20.39\|19.55\|485237;2026-08-14\|19.69\|0.66\|19.89\|19.95\|19.25\|308949;2026-08-17\|20.56\|4.42\|19.71\|20.68\|19.51\|432793;2026-08-18\|20.78\|1.07\|20.50\|21.29\|20.31\|456821;2026-08-19\|19.37\|-6.79\|20.16\|20.59\|19.31\|411671;2026-08-20\|19.19\|-0.93\|19.68\|19.75\|18.98\|291349;2026-08-21\|19.41\|1.15\|19.01\|19.71\|18.96\|230955;2026-08-24\|19.72\|1.60\|19.49\|20.88\|19.41\|587871;2026-08-25\|20.22\|2.54\|19.42\|20.44\|19.00\|468413;2026-08-26\|20.16\|-0.30\|20.19\|20.53\|19.87\|402595;2026-08-27\|20.47\|1.54\|20.05\|20.59\|19.88\|414789;2026-08-28\|20.29\|-0.88\|20.29\|20.76\|20.21\|326363;2026-08-31\|20.85\|2.76\|19.97\|20.90\|19.85\|380062;2026-09-01\|21.11\|1.25\|20.87\|21.77\|20.80\|422544;2026-09-02\|20.94\|-0.81\|21.35\|21.58\|20.68\|356600;2026-09-03\|20.61\|-1.58\|21.16\|21.18\|20.40\|284287;2026-09-04\|19.94\|-3.25\|20.75\|20.98\|19.75\|334635;2026-09-07\|20.12\|0.90\|20.22\|20.25\|19.99\|238066;2026-09-08\|19.85\|-1.34\|20.01\|20.47\|19.75\|240931;2026-09-09\|19.75\|-0.50\|19.95\|20.41\|19.65\|187651
122960	修订后的《集成电路布图设计保护条例》对外公布	半导体ALD设备+存储芯片+先进封装行业原因： 1、半导体板块盘中大幅反弹，板块内近40只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%。 2、亚洲股市今日普遍反弹，韩国综合指数涨超4%，台湾加权指数涨超3%，日经225指数涨超2%。公司原因： 1、据国金证券2026年7月6日研报，公司是国内首家将量产型High-k原子层沉积设备导入前道逻辑与先进存储产线的本土企业，半导体新增订单中超过80%直接来自于NAND与DRAM头部客户。 2、据2026年4月29日年报，公司iTomic MeT系列ALD设备可用于逻辑芯片、存储芯片和先进封装的栅极金属、MIM金属电极等关键工艺，已导入量产产线并持续获得批量订单；PE系列ALD设备可为先进封装等提供图案化等关键工艺解决方案。 3、据2026年4月29日年报及国金证券2026年7月6日研报，公司以ALD技术为核心，产品覆盖逻辑、存储、先进封装等领域，2025年半导体设备收入8.81亿元，同比增长169.12%。	面向全球的半导体、泛半导体高端微纳装备制造商	2026-04-30\|79.36\|8.62\|72.57\|80.81\|72.50\|148579;2026-05-06\|78.37\|-1.25\|83.01\|84.07\|77.91\|141244;2026-05-07\|81.18\|3.59\|78.00\|82.00\|77.61\|84177;2026-05-08\|79.80\|-1.70\|79.00\|80.49\|77.86\|86615;2026-05-11\|82.95\|3.95\|80.88\|84.28\|79.38\|121291;2026-05-12\|82.36\|-0.71\|82.73\|83.70\|80.08\|77646;2026-05-13\|91.55\|11.16\|80.78\|92.51\|80.26\|139083;2026-05-14\|88.00\|-3.88\|92.97\|94.00\|88.00\|106877;2026-05-15\|91.50\|3.98\|88.84\|95.15\|83.01\|193679;2026-05-18\|85.90\|-6.12\|91.63\|93.42\|85.00\|153363;2026-05-19\|91.72\|6.78\|85.62\|91.89\|83.35\|116582;2026-05-20\|99.71\|8.71\|93.98\|101.98\|93.06\|159684;2026-05-21\|89.09\|-10.65\|102.20\|102.43\|89.00\|169849;2026-05-22\|86.94\|-2.41\|90.78\|91.90\|84.01\|154046;2026-05-25\|91.50\|5.25\|85.98\|93.68\|84.10\|187431;2026-05-26\|84.78\|-7.34\|92.79\|93.00\|81.00\|172212;2026-05-27\|80.20\|-5.40\|84.78\|87.30\|79.51\|132880;2026-05-28\|79.80\|-0.50\|79.21\|81.80\|78.30\|118840;2026-05-29\|80.40\|0.75\|78.97\|84.86\|75.58\|179867;2026-06-01\|78.00\|-2.99\|81.01\|86.00\|77.80\|136880;2026-06-02\|84.30\|8.08\|79.77\|85.40\|76.77\|145975;2026-06-03\|87.32\|3.58\|86.00\|89.90\|84.00\|129695;2026-06-04\|89.81\|2.85\|86.50\|90.85\|84.70\|103938;2026-06-05\|84.50\|-5.91\|87.08\|89.29\|83.21\|103309;2026-06-08\|82.88\|-1.92\|78.52\|86.90\|78.42\|125842;2026-06-09\|90.10\|8.71\|84.08\|91.47\|83.00\|144406;2026-06-10\|90.05\|-0.06\|88.40\|90.80\|86.39\|100085;2026-06-11\|89.79\|-0.29\|89.00\|92.50\|87.28\|115103;2026-06-12\|94.56\|5.31\|93.90\|102.81\|90.10\|298665;2026-06-15\|100.50\|6.28\|95.00\|100.88\|92.38\|182209;2026-06-16\|109.20\|8.66\|102.91\|110.30\|96.63\|198061;2026-06-17\|116.07\|6.29\|105.20\|116.80\|105.00\|167162;2026-06-18\|112.95\|-2.69\|115.00\|115.35\|110.56\|115816;2026-06-22\|109.11\|-3.40\|112.95\|114.00\|103.90\|166310;2026-06-23\|118.30\|8.42\|109.00\|124.00\|105.80\|160968;2026-06-24\|125.68\|6.24\|115.91\|129.90\|114.02\|133515;2026-06-25\|124.88\|-0.64\|128.62\|129.20\|122.90\|102194;2026-06-26\|127.81\|2.35\|124.62\|132.87\|121.40\|118511;2026-06-29\|138.98\|8.74\|130.50\|141.51\|127.83\|147705;2026-06-30\|161.88\|16.59\|138.85\|166.61\|136.01\|137387;2026-07-01\|155.00\|-4.25\|166.00\|171.90\|153.46\|120285;2026-07-02\|133.45\|-13.90\|146.98\|151.90\|131.55\|153702;2026-07-03\|129.01\|-3.33\|130.00\|132.90\|125.02\|129447;2026-07-06\|135.10\|4.72\|134.34\|140.68\|129.60\|134089;2026-07-07\|142.20\|5.26\|133.74\|146.93\|132.23\|105851;2026-07-08\|141.50\|-0.49\|142.00\|150.88\|134.21\|105838;2026-07-09\|157.00\|10.95\|148.00\|158.48\|143.09\|144214;2026-07-10\|138.97\|-11.48\|157.00\|159.88\|138.97\|139945;2026-07-13\|133.00\|-4.30\|136.20\|145.00\|131.53\|114069;2026-07-14\|137.08\|3.07\|134.02\|142.68\|132.25\|96971;2026-07-15\|125.88\|-8.17\|138.81\|140.11\|124.19\|95894;2026-07-16\|121.21\|-3.71\|125.87\|128.50\|120.01\|73454;2026-07-17\|112.56\|-7.14\|123.05\|125.20\|112.00\|94325;2026-07-20\|104.87\|-6.83\|117.63\|117.67\|102.00\|108753;2026-07-21\|125.84\|20.00\|107.93\|125.84\|99.00\|113341;2026-07-22\|119.91\|-4.71\|123.60\|129.80\|117.60\|108014;2026-07-23\|115.52\|-3.66\|121.00\|122.79\|113.00\|66669;2026-07-24\|117.97\|2.12\|113.66\|120.59\|111.16\|69207;2026-07-27\|118.22\|0.21\|115.69\|121.51\|112.42\|71405;2026-07-28\|107.49\|-9.08\|115.80\|119.98\|106.30\|106171;2026-07-29\|95.62\|-11.04\|106.21\|109.30\|89.07\|183430;2026-07-30\|81.10\|-15.19\|95.60\|96.03\|80.16\|188340;2026-07-31\|86.33\|6.45\|92.88\|94.70\|85.70\|125735;2026-08-03\|79.55\|-7.85\|84.46\|86.00\|78.13\|125444;2026-08-04\|87.70\|10.25\|79.00\|87.72\|78.15\|122692;2026-08-05\|96.48\|10.01\|90.00\|100.92\|89.08\|195161;2026-08-06\|97.95\|1.52\|90.99\|100.99\|90.99\|122269;2026-08-07\|104.64\|6.83\|95.06\|107.99\|95.03\|120705;2026-08-10\|110.48\|5.58\|103.57\|115.60\|103.57\|128066;2026-08-11\|110.85\|0.33\|109.90\|115.40\|105.50\|110561;2026-08-12\|112.67\|1.64\|111.25\|115.88\|110.00\|87793;2026-08-13\|115.28\|2.32\|113.93\|123.88\|112.68\|122299;2026-08-14\|121.38\|5.29\|116.56\|122.45\|114.15\|127361;2026-08-17\|129.70\|6.85\|119.62\|133.31\|116.30\|127873;2026-08-18\|129.66\|-0.03\|128.00\|140.50\|121.19\|146150;2026-08-19\|117.32\|-9.52\|123.18\|127.71\|115.91\|133330;2026-08-20\|117.00\|-0.27\|119.85\|122.00\|115.08\|71308;2026-08-21\|119.72\|2.32\|118.42\|121.99\|115.50\|68873;2026-08-24\|117.30\|-2.02\|123.00\|125.70\|114.60\|144522;2026-08-25\|111.97\|-4.54\|116.36\|116.36\|108.51\|109229;2026-08-26\|112.67\|0.63\|111.90\|118.00\|109.01\|97036;2026-08-27\|121.90\|8.19\|113.20\|122.20\|110.84\|103063;2026-08-28\|120.02\|-1.54\|121.69\|127.10\|119.42\|90164;2026-08-31\|125.60\|4.65\|119.34\|126.50\|117.00\|104871;2026-09-01\|120.68\|-3.92\|125.00\|125.00\|115.03\|90247;2026-09-02\|115.35\|-4.42\|119.34\|120.24\|114.31\|87652;2026-09-03\|107.47\|-6.83\|116.05\|116.77\|105.90\|123872;2026-09-04\|100.89\|-6.12\|107.35\|109.86\|99.62\|121201;2026-09-07\|105.83\|4.90\|102.90\|107.48\|101.00\|91509;2026-09-08\|103.05\|-2.63\|106.18\|108.56\|102.23\|7305287;2026-09-09\|103.39\|0.33\|104.73\|107.79\|103.18\|4075868
122959	修订后的《集成电路布图设计保护条例》对外公布	涨停揭秘：12英寸静电卡盘已验证并小规模量产，切入存储芯片晶圆制造前道设备供应链；涨停缘由：半导体设备零部件自主可控加速+存储芯片产能扩张+前道设备国产化率提升+卡盘技术壁垒高；资金逻辑：产业基金与硬科技主题基金联合建仓，融资余额周增幅达22%，资金押注卡位稀缺性；风险提示：前道设备零部件验证周期长、客户导入慢，当前量产规模较小，业绩释放尚需时日	公司12英寸静电卡盘已验证并小规模量产，产品用于存储芯片等晶圆制造前道设备，实现国产替代	2026-04-30\|105.18\|0.17\|105.13\|107.54\|102.49\|129834;2026-05-06\|107.55\|2.25\|108.20\|112.60\|107.00\|160165;2026-05-07\|107.50\|-0.05\|108.25\|109.77\|105.97\|132361;2026-05-08\|103.60\|-3.63\|105.01\|107.88\|102.01\|163363;2026-05-11\|112.88\|8.96\|104.03\|115.89\|103.66\|242042;2026-05-12\|112.39\|-0.43\|112.00\|113.88\|110.20\|150460;2026-05-13\|119.87\|6.66\|110.20\|119.99\|108.90\|178564;2026-05-14\|119.05\|-0.68\|120.99\|123.13\|114.80\|204001;2026-05-15\|125.20\|5.17\|120.00\|134.56\|117.20\|248136;2026-05-18\|124.30\|-0.72\|125.19\|130.00\|122.56\|186937;2026-05-19\|120.20\|-3.30\|119.89\|121.38\|113.66\|159667;2026-05-20\|124.60\|3.66\|120.00\|125.00\|119.52\|142974;2026-05-21\|113.88\|-8.60\|128.00\|128.90\|113.80\|161749;2026-05-22\|117.04\|2.77\|113.92\|117.70\|111.00\|106575;2026-05-25\|112.46\|-3.91\|117.04\|117.04\|111.00\|154721;2026-05-26\|103.55\|-7.92\|111.01\|111.34\|99.12\|181366;2026-05-27\|97.50\|-5.84\|103.55\|104.49\|96.67\|138651;2026-05-28\|99.03\|1.57\|97.43\|99.15\|96.01\|115741;2026-05-29\|92.54\|-6.55\|99.22\|99.80\|91.86\|112166;2026-06-01\|89.39\|-3.40\|92.51\|93.88\|89.19\|82176;2026-06-02\|89.37\|-0.02\|89.59\|90.78\|86.86\|83516;2026-06-03\|97.80\|9.56\|89.88\|102.59\|89.00\|185454;2026-06-04\|107.99\|10.42\|96.00\|113.48\|94.75\|252226;2026-06-05\|108.01\|0.02\|107.49\|112.88\|106.20\|187212;2026-06-08\|102.00\|-5.56\|105.86\|109.50\|101.50\|152617;2026-06-09\|113.00\|10.78\|103.46\|113.08\|100.05\|192300;2026-06-10\|106.80\|-5.49\|112.38\|113.70\|105.18\|138920;2026-06-11\|110.10\|3.09\|106.81\|113.72\|106.75\|171620;2026-06-12\|108.55\|-1.41\|117.00\|121.00\|107.50\|256815;2026-06-15\|114.66\|5.63\|114.21\|116.00\|107.00\|188505;2026-06-16\|112.85\|-1.58\|116.72\|118.15\|110.91\|154939;2026-06-17\|124.67\|10.47\|110.50\|125.20\|109.55\|219358;2026-06-18\|121.77\|-2.33\|122.69\|123.70\|118.04\|194191;2026-06-22\|126.32\|3.74\|122.00\|131.77\|121.00\|208603;2026-06-23\|131.93\|4.44\|125.05\|138.74\|125.02\|242372;2026-06-24\|150.60\|14.15\|129.93\|151.58\|129.28\|236681;2026-06-25\|150.42\|-0.12\|157.00\|158.00\|149.00\|168275;2026-06-26\|167.66\|11.46\|148.01\|173.77\|148.01\|214264;2026-06-29\|177.00\|5.57\|170.00\|178.90\|158.50\|259726;2026-06-30\|180.07\|1.73\|180.00\|186.88\|175.00\|173992;2026-07-01\|184.48\|2.45\|178.60\|191.56\|175.86\|180792;2026-07-02\|154.06\|-16.49\|171.45\|176.00\|152.00\|254765;2026-07-03\|150.00\|-2.64\|152.92\|156.30\|146.02\|140930;2026-07-06\|145.90\|-2.73\|151.36\|152.50\|140.37\|120082;2026-07-07\|146.61\|0.49\|144.84\|151.24\|142.06\|98999;2026-07-08\|142.07\|-3.10\|147.77\|148.25\|135.46\|123385;2026-07-09\|156.30\|10.02\|146.40\|157.29\|141.00\|143171;2026-07-10\|145.57\|-6.87\|155.02\|161.56\|145.45\|149570;2026-07-13\|141.06\|-3.10\|148.48\|149.99\|140.00\|134918;2026-07-14\|140.00\|-0.75\|141.71\|144.68\|132.01\|121001;2026-07-15\|132.54\|-5.33\|142.01\|142.85\|130.58\|97930;2026-07-16\|121.11\|-8.62\|127.23\|132.82\|120.03\|141968;2026-07-17\|106.06\|-12.43\|119.09\|121.66\|104.77\|139710;2026-07-20\|92.35\|-12.93\|110.00\|111.40\|89.24\|162227;2026-07-21\|107.17\|16.05\|94.21\|108.17\|84.70\|202673;2026-07-22\|100.90\|-5.85\|104.99\|108.98\|100.00\|149297;2026-07-23\|95.15\|-5.70\|101.95\|102.84\|94.10\|134789;2026-07-24\|94.60\|-0.58\|93.44\|96.12\|91.30\|140075;2026-07-27\|100.10\|5.81\|94.60\|101.00\|89.59\|136708;2026-07-28\|93.01\|-7.08\|100.00\|104.28\|92.60\|139088;2026-07-29\|88.08\|-5.30\|92.59\|94.10\|83.31\|155067;2026-07-30\|78.84\|-10.49\|86.75\|87.68\|78.02\|142202;2026-07-31\|84.60\|7.31\|86.00\|90.80\|84.00\|163591;2026-08-03\|77.45\|-8.45\|84.60\|84.88\|76.50\|131905;2026-08-04\|85.55\|10.46\|78.00\|87.06\|76.93\|155345;2026-08-05\|93.73\|9.56\|86.00\|95.53\|85.80\|152054;2026-08-06\|95.57\|1.96\|91.50\|98.50\|90.10\|136821;2026-08-07\|100.94\|5.62\|95.84\|101.98\|93.10\|125520;2026-08-10\|105.02\|4.04\|101.01\|106.98\|101.01\|152824;2026-08-11\|103.50\|-1.45\|102.72\|107.33\|100.50\|109746;2026-08-12\|106.21\|2.62\|104.22\|109.50\|103.23\|121840;2026-08-13\|102.97\|-3.05\|107.65\|108.78\|102.94\|101578;2026-08-14\|105.33\|2.29\|104.05\|106.86\|103.47\|75964;2026-08-17\|109.09\|3.57\|105.99\|111.20\|103.27\|97635;2026-08-18\|113.58\|4.12\|109.12\|115.49\|109.12\|148163;2026-08-19\|103.83\|-8.58\|109.14\|111.31\|102.42\|140048;2026-08-20\|99.80\|-3.88\|104.01\|105.00\|98.61\|156183;2026-08-21\|98.27\|-1.53\|99.91\|101.80\|95.64\|107780;2026-08-24\|102.90\|4.71\|103.61\|106.00\|97.76\|180935;2026-08-25\|99.34\|-3.46\|100.48\|101.56\|94.24\|119853;2026-08-26\|98.99\|-0.35\|99.67\|100.59\|96.52\|80766;2026-08-27\|103.04\|4.09\|99.13\|103.55\|97.21\|93158;2026-08-28\|98.45\|-4.45\|102.50\|103.74\|98.28\|83048;2026-08-31\|99.85\|1.42\|96.09\|100.10\|95.20\|74051;2026-09-01\|94.66\|-5.20\|99.20\|100.30\|94.54\|75132;2026-09-02\|92.98\|-1.77\|92.80\|94.18\|91.32\|61797;2026-09-03\|91.98\|-1.08\|93.53\|94.66\|90.07\|62122;2026-09-04\|86.92\|-5.50\|92.62\|94.26\|86.25\|81905;2026-09-07\|90.09\|3.65\|88.30\|91.06\|86.60\|86667;2026-09-08\|89.56\|-0.59\|89.89\|91.90\|88.28\|66399;2026-09-09\|88.88\|-0.76\|90.51\|91.88\|88.70\|25504
122958	修订后的《集成电路布图设计保护条例》对外公布	涨停揭秘：公司电镀铜基液、负性光刻胶等产品已送样至SK海力士、长江存储，匹配先进封装清洗与再布线工艺；涨停缘由：上半年存储涨价仍将持续，现有量产产品覆盖HBM封装前道清洗、金属化及蚀刻环节，客户认证进展快于同业；资金逻辑：化工+半导体交叉题材，4月8日涨停获主力与游资共同推升，量比达3.2，资金押注封装材料国产替代窗口期；风险提示：半导体化学品认证周期长，量产转化存在不确定性，且公司营收规模较小，抗风险能力有限	公司现有量产产品“先进封装负性光刻胶”、“电镀铜基液”、“铜钛蚀刻液”以及客户认证中的“电镀锡银添加剂”等产品可以用于存储芯片封装	2026-04-30\|80.13\|3.69\|76.70\|81.20\|76.69\|46483;2026-05-06\|80.61\|0.60\|84.00\|84.88\|80.01\|51568;2026-05-07\|83.04\|3.01\|81.50\|83.24\|79.28\|38387;2026-05-08\|81.96\|-1.30\|82.00\|83.45\|80.49\|32379;2026-05-11\|86.48\|5.51\|84.90\|89.43\|84.17\|62337;2026-05-12\|89.40\|3.38\|85.62\|89.60\|84.12\|70951;2026-05-13\|91.68\|2.55\|87.07\|92.89\|85.24\|65629;2026-05-14\|90.52\|-1.27\|92.76\|95.50\|90.21\|59057;2026-05-15\|91.52\|1.10\|92.08\|94.99\|87.68\|69991;2026-05-18\|93.40\|2.05\|94.89\|97.52\|91.80\|66472;2026-05-19\|98.03\|4.96\|91.00\|98.28\|89.75\|68050;2026-05-20\|105.77\|7.90\|97.11\|109.84\|96.93\|80197;2026-05-21\|90.00\|-14.91\|105.25\|108.25\|89.80\|119548;2026-05-22\|93.37\|3.74\|91.11\|94.90\|88.00\|87440;2026-05-25\|105.28\|12.76\|97.69\|109.60\|95.90\|106800;2026-05-26\|110.26\|4.73\|108.60\|113.88\|106.21\|115530;2026-05-27\|100.15\|-9.17\|112.70\|113.00\|99.21\|95050;2026-05-28\|103.25\|3.10\|99.21\|103.50\|97.00\|64182;2026-05-29\|92.26\|-10.64\|105.00\|107.30\|90.30\|95309;2026-06-01\|87.92\|-4.70\|92.83\|94.20\|87.87\|50240;2026-06-02\|86.76\|-1.32\|88.93\|90.47\|85.78\|37427;2026-06-03\|90.05\|3.79\|85.80\|93.80\|85.50\|52097;2026-06-04\|95.84\|6.43\|88.38\|98.66\|87.91\|63776;2026-06-05\|92.50\|-3.48\|93.79\|96.66\|90.73\|37259;2026-06-08\|87.56\|-5.34\|84.55\|91.68\|84.55\|32460;2026-06-09\|94.90\|8.38\|90.00\|96.00\|88.00\|41397;2026-06-10\|95.48\|0.61\|93.76\|97.50\|93.32\|43778;2026-06-11\|102.29\|7.13\|94.00\|103.43\|94.00\|70855;2026-06-12\|94.50\|-7.62\|104.00\|106.90\|93.75\|71984;2026-06-15\|72.46\|6.70\|67.99\|72.60\|66.00\|65625;2026-06-16\|74.20\|2.40\|73.09\|75.56\|71.00\|85938;2026-06-17\|84.00\|13.21\|73.11\|84.48\|72.85\|111425;2026-06-18\|85.85\|2.20\|83.00\|86.67\|81.00\|84502;2026-06-22\|84.15\|-1.98\|88.00\|88.00\|81.20\|86239;2026-06-23\|83.15\|-1.19\|84.80\|86.88\|81.01\|60606;2026-06-24\|85.90\|3.31\|81.73\|86.70\|80.72\|66487;2026-06-25\|88.20\|2.68\|87.32\|90.88\|85.04\|74232;2026-06-26\|94.26\|6.87\|89.00\|97.98\|87.32\|92409;2026-06-29\|96.00\|1.85\|95.00\|98.60\|88.00\|106796;2026-06-30\|101.00\|5.21\|97.20\|101.22\|93.25\|97696;2026-07-01\|94.42\|-6.51\|99.17\|101.88\|94.21\|101120;2026-07-02\|91.38\|-3.22\|90.07\|101.00\|88.10\|86087;2026-07-03\|87.88\|-3.83\|91.38\|93.00\|87.00\|68142;2026-07-06\|85.75\|-2.42\|90.78\|92.75\|82.50\|64789;2026-07-07\|86.75\|1.17\|85.00\|88.32\|83.38\|50593;2026-07-08\|88.00\|1.44\|87.27\|90.83\|81.00\|65483;2026-07-09\|105.60\|20.00\|90.00\|105.60\|89.03\|114530;2026-07-10\|105.33\|-0.26\|110.99\|120.00\|105.00\|159233;2026-07-13\|96.22\|-8.65\|103.98\|107.99\|94.68\|109548;2026-07-14\|94.62\|-1.66\|94.73\|98.80\|89.00\|79465;2026-07-15\|87.20\|-7.84\|96.51\|97.00\|84.70\|88089;2026-07-16\|76.72\|-12.02\|84.34\|86.00\|76.00\|80596;2026-07-17\|66.56\|-13.24\|75.99\|77.52\|66.09\|89801;2026-07-20\|61.81\|-7.14\|69.30\|74.27\|59.50\|117570;2026-07-21\|72.59\|17.44\|64.23\|72.88\|56.79\|127195;2026-07-22\|68.14\|-6.13\|70.45\|74.18\|67.23\|93249;2026-07-23\|66.33\|-2.66\|68.67\|69.56\|65.43\|52024;2026-07-24\|65.23\|-1.66\|65.00\|67.55\|64.01\|58542;2026-07-27\|69.01\|5.79\|65.50\|69.01\|62.06\|64419;2026-07-28\|60.85\|-11.82\|63.16\|70.10\|60.50\|84294;2026-07-29\|57.46\|-5.57\|60.85\|62.00\|53.58\|100054;2026-07-30\|50.99\|-11.26\|57.20\|58.38\|50.90\|90765;2026-07-31\|53.35\|4.63\|56.05\|58.00\|53.26\|78938;2026-08-03\|49.13\|-7.91\|52.73\|53.49\|48.88\|77415;2026-08-04\|54.30\|10.52\|49.99\|55.29\|49.19\|72845;2026-08-05\|60.15\|10.77\|54.20\|60.46\|54.20\|83986;2026-08-06\|62.38\|3.71\|59.15\|63.58\|58.87\|70980;2026-08-07\|65.70\|5.32\|62.00\|66.06\|61.09\|68368;2026-08-10\|66.47\|1.17\|65.75\|67.09\|64.27\|58264;2026-08-11\|65.15\|-1.99\|66.00\|66.49\|63.09\|46003;2026-08-12\|66.65\|2.30\|65.58\|67.30\|64.63\|35351;2026-08-13\|64.82\|-2.75\|67.98\|68.80\|64.50\|45371;2026-08-14\|66.22\|2.16\|65.89\|66.58\|64.15\|36852;2026-08-17\|72.69\|9.77\|66.87\|72.88\|65.93\|56182;2026-08-18\|74.10\|1.94\|72.50\|74.60\|71.46\|59852;2026-08-19\|67.38\|-9.07\|71.01\|73.88\|66.88\|65636;2026-08-20\|67.05\|-0.49\|69.80\|69.80\|66.02\|52692;2026-08-21\|67.34\|0.43\|67.00\|68.56\|65.31\|33989;2026-08-24\|65.30\|-3.03\|67.02\|68.15\|63.13\|44947;2026-08-25\|64.60\|-1.07\|64.01\|65.56\|61.04\|39999;2026-08-26\|63.82\|-1.21\|65.48\|65.48\|61.00\|41521;2026-08-27\|66.24\|3.79\|64.62\|66.80\|62.90\|46786;2026-08-28\|63.33\|-4.39\|65.90\|67.15\|63.30\|37563;2026-08-31\|64.75\|2.24\|61.75\|65.01\|61.00\|36005;2026-09-01\|62.09\|-4.11\|64.78\|65.80\|61.50\|35778;2026-09-02\|60.10\|-3.21\|61.00\|62.00\|59.58\|30526;2026-09-03\|60.21\|0.18\|60.68\|61.30\|59.01\|31542;2026-09-04\|57.55\|-4.42\|61.22\|61.79\|57.00\|37982;2026-09-07\|60.47\|5.07\|58.50\|61.38\|57.89\|42170;2026-09-08\|59.77\|-1.16\|60.18\|62.00\|59.44\|3099939;2026-09-09\|61.51\|2.91\|60.28\|63.88\|60.00\|3363447
122957	修订后的《集成电路布图设计保护条例》对外公布		公司半导体测试设备已覆盖MEMS传感器、SiP芯片、IC载板三大方向，IMU测试设备进入推广阶段	2026-04-30\|70.07\|1.67\|69.50\|70.59\|67.30\|77870;2026-05-06\|78.50\|12.03\|72.00\|82.00\|70.01\|121792;2026-05-07\|84.35\|7.45\|79.82\|88.60\|76.88\|112221;2026-05-08\|82.70\|-1.96\|84.35\|85.95\|82.00\|75717;2026-05-11\|81.90\|-0.97\|82.00\|83.55\|80.49\|74701;2026-05-12\|83.80\|2.32\|83.00\|85.63\|80.00\|81965;2026-05-13\|85.78\|2.36\|81.48\|85.88\|80.70\|75757;2026-05-14\|88.68\|3.38\|87.40\|92.00\|84.57\|97021;2026-05-15\|86.00\|-3.02\|89.10\|93.11\|84.39\|99570;2026-05-18\|91.40\|6.28\|84.36\|92.65\|82.70\|88989;2026-05-19\|91.70\|0.33\|90.49\|93.40\|86.19\|80604;2026-05-20\|103.08\|12.41\|92.02\|109.00\|91.90\|110807;2026-05-21\|92.44\|-10.32\|104.26\|106.00\|92.44\|90465;2026-05-22\|98.30\|6.34\|94.00\|99.80\|91.02\|72770;2026-05-25\|100.43\|2.17\|98.36\|105.00\|94.68\|82043;2026-05-26\|96.00\|-4.41\|98.89\|100.00\|93.41\|62154;2026-05-27\|88.65\|-7.66\|97.00\|101.48\|88.01\|84336;2026-05-28\|88.66\|0.01\|86.40\|90.90\|85.00\|86780;2026-05-29\|87.00\|-1.87\|91.00\|94.30\|85.53\|85988;2026-06-01\|80.07\|-7.97\|88.99\|88.99\|79.20\|93376;2026-06-02\|81.64\|1.96\|79.51\|83.18\|78.80\|56136;2026-06-03\|82.90\|2.23\|85.70\|86.63\|80.56\|82285;2026-06-04\|84.49\|1.92\|81.00\|85.38\|80.50\|58242;2026-06-05\|81.30\|-3.78\|83.20\|85.50\|80.72\|56475;2026-06-08\|78.20\|-3.81\|76.00\|81.69\|75.20\|50880;2026-06-09\|79.88\|2.15\|80.10\|80.99\|76.76\|44160;2026-06-10\|78.22\|-2.08\|78.00\|80.62\|75.56\|45936;2026-06-11\|77.73\|-0.63\|78.48\|80.85\|76.50\|47575;2026-06-12\|75.95\|-2.29\|82.04\|85.00\|75.27\|65819;2026-06-15\|82.05\|8.03\|76.92\|83.45\|76.92\|71987;2026-06-16\|85.50\|4.20\|82.39\|85.78\|81.01\|71894;2026-06-17\|94.30\|10.29\|84.08\|94.95\|83.85\|111513;2026-06-18\|92.60\|-1.80\|94.01\|96.88\|92.40\|81779;2026-06-22\|95.99\|3.66\|94.90\|96.11\|87.10\|113778;2026-06-23\|91.36\|-4.82\|95.99\|98.80\|89.30\|74722;2026-06-24\|96.95\|6.12\|90.00\|98.06\|87.50\|78868;2026-06-25\|93.94\|-3.10\|97.51\|97.51\|92.82\|68867;2026-06-26\|90.18\|-4.00\|91.29\|94.98\|89.18\|55266;2026-06-29\|83.60\|-7.30\|89.61\|90.90\|79.05\|76816;2026-06-30\|83.99\|0.47\|84.00\|88.22\|83.00\|60308;2026-07-01\|80.11\|-4.62\|84.00\|85.48\|79.58\|55331;2026-07-02\|73.13\|-8.71\|76.10\|79.39\|72.52\|58392;2026-07-03\|70.82\|-3.16\|73.13\|75.80\|70.81\|60382;2026-07-06\|68.60\|-3.13\|72.65\|72.90\|66.66\|48061;2026-07-07\|65.35\|-4.74\|69.74\|69.74\|63.66\|44480;2026-07-08\|63.95\|-2.14\|65.68\|66.47\|62.30\|36936;2026-07-09\|66.20\|3.52\|64.92\|66.80\|60.40\|60588;2026-07-10\|64.12\|-3.14\|66.00\|71.10\|64.12\|58282;2026-07-13\|57.95\|-9.62\|62.89\|64.80\|57.80\|70591;2026-07-14\|60.82\|4.95\|58.00\|61.68\|56.89\|45808;2026-07-15\|57.99\|-4.65\|62.96\|63.60\|57.85\|41158;2026-07-16\|55.10\|-4.98\|57.04\|58.94\|54.66\|46812;2026-07-17\|50.00\|-9.26\|55.66\|55.80\|49.65\|70909;2026-07-20\|43.88\|-12.24\|51.22\|52.39\|42.98\|91956;2026-07-21\|47.86\|9.07\|44.50\|48.20\|37.81\|97698;2026-07-22\|46.70\|-2.42\|47.40\|49.65\|46.07\|59036;2026-07-23\|45.59\|-2.38\|47.00\|48.22\|45.00\|47629;2026-07-24\|44.18\|-3.09\|45.20\|45.99\|43.30\|42291;2026-07-27\|45.39\|2.74\|43.91\|46.14\|43.38\|37961;2026-07-28\|41.40\|-8.79\|44.72\|45.77\|41.00\|47020;2026-07-29\|41.56\|0.39\|41.63\|42.39\|39.10\|60346;2026-07-30\|37.91\|-8.78\|40.86\|41.32\|36.96\|69733;2026-07-31\|40.06\|5.67\|40.78\|44.11\|40.03\|64746;2026-08-03\|39.05\|-2.52\|39.76\|40.50\|38.45\|51675;2026-08-04\|43.20\|10.63\|39.83\|43.55\|39.50\|60678;2026-08-05\|46.37\|7.34\|42.34\|47.23\|42.00\|73929;2026-08-06\|47.11\|1.60\|45.17\|47.84\|45.17\|62791;2026-08-07\|49.02\|4.05\|47.50\|49.71\|45.97\|67453;2026-08-10\|46.90\|-4.32\|49.16\|49.22\|45.29\|72551;2026-08-11\|46.37\|-1.13\|45.63\|47.25\|44.90\|52397;2026-08-12\|49.20\|6.10\|46.93\|50.35\|46.89\|67681;2026-08-13\|47.80\|-2.85\|50.88\|50.88\|47.68\|48756;2026-08-14\|49.50\|3.56\|48.37\|49.50\|48.10\|44081;2026-08-17\|51.80\|4.65\|50.30\|51.81\|49.34\|53469;2026-08-18\|53.12\|2.55\|52.00\|54.30\|50.61\|85124;2026-08-19\|47.40\|-10.77\|51.00\|51.86\|46.99\|86934;2026-08-20\|49.15\|3.69\|47.67\|50.18\|47.01\|64843;2026-08-21\|49.72\|1.16\|49.20\|52.20\|47.99\|65597;2026-08-24\|48.36\|-2.74\|49.98\|50.00\|46.68\|50648;2026-08-25\|48.22\|-0.29\|47.48\|49.30\|46.00\|43440;2026-08-26\|47.94\|-0.58\|48.28\|49.52\|46.79\|47461;2026-08-27\|48.19\|0.52\|46.14\|48.91\|45.02\|95335;2026-08-28\|47.21\|-2.03\|47.51\|49.89\|46.97\|55412;2026-08-31\|48.27\|2.25\|45.82\|48.44\|45.46\|42412;2026-09-01\|45.08\|-6.61\|48.00\|48.28\|44.40\|61969;2026-09-02\|44.35\|-1.62\|44.38\|44.93\|43.85\|45900;2026-09-03\|46.24\|4.26\|44.68\|46.88\|43.71\|52120;2026-09-04\|44.80\|-3.11\|46.52\|49.20\|44.44\|59289;2026-09-07\|50.50\|12.72\|45.51\|50.90\|44.81\|100735;2026-09-08\|49.10\|-2.77\|50.13\|50.90\|48.70\|8311305;2026-09-09\|49.32\|0.45\|50.76\|51.69\|49.07\|4854452
122956	修订后的《集成电路布图设计保护条例》对外公布	电子大宗气体+氦气涨价+广州国资+一季报增长行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月22日投资者关系活动记录表，因中东地缘局势及俄罗斯出口管制等影响，全球氦气现货价格出现明显波动，供应链运行受到巨大冲击，目前全球氦气供应紧张；公司已构建涵盖中东、北美、欧洲的多渠道货源，是国内唯一实现大批量、长期稳定协议及多区域气源集中采购的内资气体企业，可有效对冲外部扰动，保障业务稳定运作。 2、据2026年4月25日披露的一季报，公司2026年一季度实现归母净利润9178.79万元，同比增长62.63%；一季度毛利率同比提升主要系多地电子大宗现场制气项目二期装置顺利投产，高毛利现场制气业务占比提升。 3、据2025年年度报告，公司是国内领先的电子大宗气体综合服务商，2025年电子大宗气体业务实现营收17.32亿元，同比增长16.41%，占主营业务收入比重达77.03%；2024年公司在半导体和面板领域新增现场制气项目市占率达41%，居全国第一。 4、公司实际控制人为广州市人民政府国有资产监督管理委员会。	国内极少数超高纯电子大宗气体综合性服务商，国内最大高纯氦气厂商之一	2026-04-30\|30.06\|-1.35\|31.04\|31.80\|29.56\|330473;2026-05-06\|30.00\|-0.20\|30.60\|31.23\|29.86\|303789;2026-05-07\|27.80\|-7.33\|29.02\|29.35\|27.38\|592869;2026-05-08\|27.64\|-0.58\|27.87\|28.80\|27.60\|311213;2026-05-11\|28.55\|3.29\|27.85\|29.09\|27.37\|441704;2026-05-12\|28.31\|-0.84\|28.45\|29.00\|27.88\|272055;2026-05-13\|29.41\|3.89\|28.05\|29.84\|27.76\|349748;2026-05-14\|30.05\|2.18\|29.50\|31.90\|29.48\|423019;2026-05-15\|31.77\|5.72\|30.19\|32.98\|28.91\|506228;2026-05-18\|33.02\|3.93\|32.69\|33.65\|30.88\|453898;2026-05-19\|34.78\|5.33\|32.54\|34.96\|31.11\|431704;2026-05-20\|34.16\|-1.78\|34.74\|36.10\|33.36\|383358;2026-05-21\|30.75\|-9.98\|34.00\|34.00\|30.66\|478597;2026-05-22\|29.86\|-2.89\|31.39\|31.62\|29.58\|350422;2026-05-25\|30.09\|0.77\|29.86\|31.02\|28.20\|336364;2026-05-26\|29.68\|-1.36\|29.96\|30.06\|28.99\|215640;2026-05-27\|29.84\|0.54\|29.88\|31.45\|29.55\|298146;2026-05-28\|29.29\|-1.84\|29.70\|30.30\|29.03\|279685;2026-05-29\|27.70\|-5.43\|29.30\|29.49\|27.20\|323981;2026-06-01\|26.81\|-3.21\|27.80\|28.54\|26.73\|215593;2026-06-02\|27.62\|3.02\|26.86\|28.57\|26.51\|235954;2026-06-03\|28.04\|1.52\|27.72\|28.25\|26.95\|251658;2026-06-04\|30.12\|7.42\|27.70\|30.31\|27.52\|337934;2026-06-05\|28.11\|-6.67\|29.50\|30.17\|27.85\|314219;2026-06-08\|26.64\|-5.23\|25.97\|27.77\|25.97\|249525;2026-06-09\|27.60\|3.60\|26.62\|28.18\|26.51\|237420;2026-06-10\|29.13\|5.54\|27.33\|29.56\|27.33\|332660;2026-06-11\|32.80\|12.60\|29.45\|34.10\|28.49\|648825;2026-06-12\|28.95\|-11.74\|31.50\|31.55\|28.80\|497330;2026-06-15\|28.12\|-2.87\|29.05\|29.33\|27.80\|335293;2026-06-16\|29.80\|5.97\|28.68\|30.60\|28.45\|412606;2026-06-17\|33.50\|12.42\|28.79\|33.60\|28.70\|453136;2026-06-18\|33.41\|-0.27\|32.62\|33.86\|31.89\|361927;2026-06-22\|38.38\|14.88\|34.41\|39.68\|33.58\|555538;2026-06-23\|38.57\|0.49\|41.31\|41.97\|37.30\|592237;2026-06-24\|38.59\|0.05\|36.70\|39.65\|34.02\|529321;2026-06-25\|40.20\|4.17\|39.04\|41.88\|37.10\|562781;2026-06-26\|38.74\|-3.49\|39.26\|40.35\|37.50\|400416;2026-06-29\|46.49\|20.01\|40.70\|46.49\|39.13\|652668;2026-06-30\|52.10\|12.07\|46.80\|54.98\|45.10\|636385;2026-07-01\|55.00\|5.57\|53.00\|57.31\|51.66\|647396;2026-07-02\|49.20\|-10.55\|50.68\|54.20\|48.70\|692657;2026-07-03\|46.45\|-5.59\|50.00\|53.11\|45.02\|752102;2026-07-06\|45.07\|-2.97\|46.00\|46.55\|42.43\|649411;2026-07-07\|48.01\|6.52\|44.83\|48.28\|43.42\|567202;2026-07-08\|46.80\|-2.52\|48.00\|49.88\|46.28\|529088;2026-07-09\|50.90\|8.76\|47.73\|51.48\|45.40\|539030;2026-07-10\|43.60\|-14.34\|51.51\|52.50\|43.10\|658368;2026-07-13\|44.27\|1.54\|45.00\|48.53\|43.83\|560120;2026-07-14\|42.60\|-3.77\|44.10\|44.95\|41.76\|502177;2026-07-15\|40.90\|-3.99\|42.79\|43.46\|40.61\|419576;2026-07-16\|39.36\|-3.77\|39.84\|42.00\|38.85\|350345;2026-07-17\|37.76\|-4.07\|38.81\|41.86\|37.60\|413897;2026-07-20\|35.00\|-7.31\|38.51\|39.00\|33.40\|547558;2026-07-21\|37.20\|6.29\|35.00\|38.00\|31.68\|526635;2026-07-22\|36.56\|-1.72\|36.92\|37.96\|35.87\|376985;2026-07-23\|36.50\|-0.16\|36.67\|37.80\|35.75\|240456;2026-07-24\|38.45\|5.34\|35.80\|39.29\|35.43\|433898;2026-07-27\|39.94\|3.88\|37.79\|40.45\|37.50\|458776;2026-07-28\|35.84\|-10.27\|38.50\|39.54\|35.70\|333082;2026-07-29\|34.19\|-4.60\|35.70\|35.78\|31.31\|444551;2026-07-30\|30.88\|-9.68\|34.42\|34.56\|29.87\|443587;2026-07-31\|31.46\|1.88\|34.00\|34.60\|31.17\|351274;2026-08-03\|29.23\|-7.09\|30.08\|31.88\|29.00\|308435;2026-08-04\|32.36\|10.71\|29.49\|32.55\|28.69\|345227;2026-08-05\|34.75\|7.39\|32.06\|35.68\|31.88\|311918;2026-08-06\|37.16\|6.94\|34.00\|39.67\|33.77\|450216;2026-08-07\|37.66\|1.35\|36.48\|38.28\|36.10\|373382;2026-08-10\|37.66\|0.00\|37.76\|37.97\|36.25\|298169;2026-08-11\|37.17\|-1.30\|36.98\|38.71\|36.90\|229457;2026-08-12\|38.18\|2.72\|37.50\|38.98\|36.27\|266005;2026-08-13\|36.50\|-4.40\|38.46\|38.74\|36.26\|273922;2026-08-14\|39.00\|6.85\|38.00\|40.36\|38.00\|378781;2026-08-17\|41.50\|6.41\|39.30\|42.33\|38.17\|464080;2026-08-18\|40.73\|-1.86\|41.26\|41.87\|39.58\|311714;2026-08-19\|37.88\|-7.00\|39.43\|41.09\|37.40\|318168;2026-08-20\|38.00\|0.32\|38.01\|38.43\|36.00\|244601;2026-08-21\|37.28\|-1.89\|38.11\|39.17\|36.48\|303720;2026-08-24\|35.10\|-5.85\|37.66\|37.66\|34.08\|245391;2026-08-25\|34.29\|-2.31\|34.50\|34.99\|33.44\|194509;2026-08-26\|34.81\|1.52\|34.28\|35.06\|33.66\|170750;2026-08-27\|36.07\|3.62\|34.98\|36.65\|34.68\|216229;2026-08-28\|34.33\|-4.82\|36.22\|36.57\|34.06\|282355;2026-08-31\|33.62\|-2.07\|33.53\|33.94\|31.95\|460837;2026-09-01\|31.65\|-5.86\|33.33\|33.60\|31.21\|311569;2026-09-02\|30.83\|-2.59\|31.00\|31.63\|30.52\|198911;2026-09-03\|30.00\|-2.69\|31.13\|31.13\|29.41\|355027;2026-09-04\|28.77\|-4.10\|30.18\|30.97\|28.44\|286868;2026-09-07\|29.70\|3.23\|29.08\|30.30\|28.92\|298954;2026-09-08\|28.94\|-2.56\|30.20\|30.29\|28.76\|19753311;2026-09-09\|28.79\|-0.52\|29.18\|29.69\|28.73\|8994233
122955	修订后的《集成电路布图设计保护条例》对外公布	先进封装+显示驱动芯片+合肥国资行业原因：美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月14日机构调研，公司以5000万元增资成都奕成科技，补齐板级系统集成、高密度RDL及异构集成技术短板，形成完整先进封测能力闭环，提升对AI、HPC、汽车电子等高毛利领域覆盖。 2、据2025年年度报告，公司是境内收入规模最高的显示驱动芯片封测企业，全球第三，具备28nm制程显示驱动芯片封测量产能力，并发展了电源管理芯片、射频前端芯片等多元化封测业务。 3、据2025年年度报告，公司实控人为合肥市人民政府国有资产监督管理委员会；据2026年6月4日机构调研，公司正推进苏州厂区三期地块资本支出项目，拟计划投入24.54亿元布局先进封装产能建设。	公司是境内收入规模最高的显示驱动芯片封测企业，全球第三，具备28nm制程封测量产能力	2026-04-30\|12.97\|1.33\|12.80\|13.03\|12.71\|106255;2026-05-06\|13.10\|1.00\|13.32\|13.48\|13.07\|161023;2026-05-07\|13.15\|0.38\|13.18\|13.21\|13.07\|120630;2026-05-08\|13.11\|-0.30\|13.06\|13.21\|13.00\|118588;2026-05-11\|13.82\|5.42\|13.32\|14.06\|13.25\|271151;2026-05-12\|14.02\|1.45\|13.79\|14.39\|13.67\|266475;2026-05-13\|14.44\|3.00\|13.92\|14.66\|13.63\|257983;2026-05-14\|14.95\|3.53\|14.56\|15.42\|14.50\|599775;2026-05-15\|14.56\|-2.61\|14.88\|15.27\|14.41\|344838;2026-05-18\|14.93\|2.54\|14.66\|15.42\|14.20\|312802;2026-05-19\|15.74\|5.43\|14.80\|15.81\|14.60\|301589;2026-05-20\|15.55\|-1.21\|15.78\|16.00\|15.39\|226061;2026-05-21\|14.40\|-7.40\|15.68\|16.30\|14.36\|388780;2026-05-22\|15.00\|4.17\|14.67\|15.19\|14.40\|246318;2026-05-25\|17.35\|15.67\|15.01\|17.43\|14.75\|568520;2026-05-26\|18.99\|9.45\|17.22\|19.63\|17.22\|841220;2026-05-27\|17.88\|-5.85\|18.48\|18.80\|17.21\|624070;2026-05-28\|18.67\|4.42\|17.50\|19.22\|17.26\|516331;2026-05-29\|19.48\|4.34\|19.02\|19.93\|18.60\|613843;2026-06-01\|21.62\|10.99\|19.69\|22.00\|19.40\|679658;2026-06-02\|23.62\|9.25\|21.88\|24.58\|21.65\|709308;2026-06-03\|22.96\|-2.79\|23.44\|24.31\|22.33\|575907;2026-06-04\|21.56\|-6.10\|22.34\|22.99\|21.38\|550571;2026-06-05\|19.66\|-8.60\|21.06\|21.20\|19.44\|532594;2026-06-08\|18.73\|-4.73\|18.95\|19.77\|18.34\|317042;2026-06-09\|19.27\|2.88\|18.95\|19.80\|18.46\|391502;2026-06-10\|17.92\|-7.01\|18.80\|18.89\|17.60\|398432;2026-06-11\|17.00\|-5.13\|17.69\|18.08\|16.86\|341715;2026-06-12\|16.65\|-2.06\|17.44\|17.82\|16.28\|469124;2026-06-15\|17.87\|7.33\|16.42\|17.94\|16.39\|346679;2026-06-16\|18.50\|3.53\|18.30\|19.07\|18.10\|399180;2026-06-17\|18.81\|1.68\|18.40\|19.17\|18.08\|330130;2026-06-18\|19.10\|1.54\|18.86\|19.54\|18.71\|436070;2026-06-22\|18.66\|-2.30\|19.37\|19.50\|17.98\|390040;2026-06-23\|18.72\|0.32\|18.55\|19.44\|18.16\|328221;2026-06-24\|21.18\|13.14\|18.38\|21.70\|18.32\|616601;2026-06-25\|20.55\|-2.97\|20.67\|21.16\|19.80\|486204;2026-06-26\|21.00\|2.19\|20.05\|21.78\|19.86\|503167;2026-06-29\|20.15\|-4.05\|20.75\|21.50\|19.07\|455854;2026-06-30\|24.18\|20.00\|20.15\|24.18\|19.90\|605818;2026-07-01\|22.89\|-5.33\|23.60\|24.48\|22.47\|578394;2026-07-02\|21.73\|-5.07\|22.21\|24.81\|21.09\|578359;2026-07-03\|21.10\|-2.90\|21.89\|22.30\|20.39\|390574;2026-07-06\|21.96\|4.08\|21.58\|22.98\|20.09\|471557;2026-07-07\|21.42\|-2.46\|21.75\|22.91\|21.00\|342216;2026-07-08\|20.30\|-5.23\|21.68\|21.95\|19.53\|332939;2026-07-09\|23.49\|15.71\|20.90\|23.80\|20.50\|483503;2026-07-10\|22.00\|-6.34\|23.70\|24.68\|21.97\|440383;2026-07-13\|19.50\|-11.36\|21.57\|23.06\|19.38\|441102;2026-07-14\|18.85\|-3.33\|18.92\|19.64\|18.11\|344138;2026-07-15\|17.75\|-5.84\|19.21\|19.48\|17.40\|287766;2026-07-16\|16.07\|-9.46\|17.10\|17.67\|15.90\|311879;2026-07-17\|14.12\|-12.13\|16.14\|16.28\|14.02\|296624;2026-07-20\|13.00\|-7.93\|14.68\|14.86\|12.55\|380541;2026-07-21\|14.19\|9.15\|13.36\|14.65\|12.21\|516177;2026-07-22\|14.33\|0.99\|14.07\|15.10\|13.90\|405808;2026-07-23\|14.37\|0.28\|14.41\|14.65\|13.78\|273312;2026-07-24\|14.28\|-0.63\|14.18\|14.62\|13.88\|235312;2026-07-27\|14.19\|-0.63\|14.26\|14.52\|13.66\|199980;2026-07-28\|13.52\|-4.72\|14.00\|14.55\|13.36\|265042;2026-07-29\|13.29\|-1.70\|13.62\|13.73\|12.58\|243229;2026-07-30\|12.49\|-6.02\|13.11\|13.29\|12.37\|230569;2026-07-31\|13.91\|11.37\|13.37\|14.53\|13.25\|358869;2026-08-03\|13.31\|-4.31\|13.60\|14.19\|13.00\|263547;2026-08-04\|14.74\|10.74\|13.45\|14.79\|13.21\|304782;2026-08-05\|15.28\|3.66\|14.50\|15.59\|14.48\|272921;2026-08-06\|15.87\|3.86\|15.02\|16.43\|14.86\|292864;2026-08-07\|17.38\|9.51\|15.74\|18.07\|15.64\|342057;2026-08-10\|17.70\|1.84\|17.40\|18.00\|17.06\|262407;2026-08-11\|17.48\|-1.24\|17.51\|17.99\|17.20\|150472;2026-08-12\|18.06\|3.32\|17.51\|18.25\|17.47\|167816;2026-08-13\|18.23\|0.94\|18.28\|19.05\|18.02\|228469;2026-08-14\|18.83\|3.29\|18.50\|19.35\|18.36\|258336;2026-08-17\|20.03\|6.37\|19.45\|20.29\|19.12\|358001;2026-08-18\|20.31\|1.40\|20.00\|20.45\|19.76\|253260;2026-08-19\|18.14\|-10.68\|19.60\|19.96\|17.80\|473798;2026-08-20\|18.36\|1.21\|18.59\|19.13\|18.11\|244963;2026-08-21\|18.52\|0.87\|18.40\|19.27\|18.35\|193477;2026-08-24\|18.04\|-2.59\|18.63\|18.76\|17.52\|226290;2026-08-25\|17.51\|-2.94\|17.80\|17.98\|16.80\|212406;2026-08-26\|17.05\|-2.63\|17.67\|17.72\|16.89\|176123;2026-08-27\|18.46\|8.27\|17.10\|18.61\|16.96\|284899;2026-08-28\|18.08\|-2.06\|18.45\|18.88\|18.02\|229764;2026-08-31\|17.98\|-0.55\|17.57\|18.44\|17.42\|185291;2026-09-01\|17.25\|-4.06\|17.97\|18.04\|17.17\|171746;2026-09-02\|17.54\|1.68\|17.04\|17.66\|16.51\|192100;2026-09-03\|17.07\|-2.68\|17.67\|18.12\|16.82\|181180;2026-09-04\|16.41\|-3.87\|17.30\|18.34\|16.25\|240497;2026-09-07\|17.16\|4.57\|16.60\|17.44\|16.46\|199406;2026-09-08\|17.42\|1.52\|17.08\|18.08\|16.94\|26152666;2026-09-09\|17.95\|3.04\|17.57\|18.48\|17.42\|20838559
122954	修订后的《集成电路布图设计保护条例》对外公布	HITS先进封装+存储芯片+显示驱动封测行业原因：据财闻6月23日消息，花旗近日大幅上调长电科技、通富微电、华天科技目标价，其核心判断是封测行业已从周期性服务提供商转变为先进封装的关键赋能者，在AI和HPC驱动下进入前所未有的超级景气周期，行业估值基准被重塑。公司原因： 1、据2026年6月18日公告，公司拟出资4亿元与关联方共同设立合资公司合肥晶瑞旺科技有限公司，布局HITS先进封装工艺平台，旨在把握人工智能及高性能计算领域的市场增长机遇。 2、据2026年3月20日年报，公司2025年以战略投资方式切入DRAM封测业务，形成“显示+存储”双轮驱动格局，投资标的鑫丰科技为境内少数具备LPDDR5量产封装能力的厂商。 3、据2026年3月20日年报，公司是全球少数可以实现显示驱动芯片封装测试服务一体化的企业，已跻身全球显示驱动芯片封测领域第一梯队，2025年营收达178,313.55万元，同比增长18.79%。	国内显示驱动芯片封测领域龙头，以前段金凸块制造为核心，具备显示驱动芯片全制程封装测试综合服务能力	2026-04-30\|17.01\|4.81\|15.50\|17.11\|15.39\|767576;2026-05-06\|17.27\|1.53\|17.35\|18.14\|17.20\|824017;2026-05-07\|18.64\|7.93\|17.49\|18.77\|17.16\|780560;2026-05-08\|18.21\|-2.31\|18.27\|18.63\|18.02\|516876;2026-05-11\|18.65\|2.42\|18.67\|19.23\|18.38\|729804;2026-05-12\|18.34\|-1.66\|18.70\|18.73\|18.07\|485792;2026-05-13\|20.01\|9.11\|17.98\|20.42\|17.70\|1146872;2026-05-14\|19.18\|-4.15\|19.88\|19.88\|19.07\|771040;2026-05-15\|19.31\|0.68\|19.50\|19.85\|18.57\|698544;2026-05-18\|20.82\|7.82\|20.30\|22.65\|19.43\|1266115;2026-05-19\|20.43\|-1.87\|20.51\|20.64\|19.54\|866397;2026-05-20\|20.74\|1.77\|20.35\|21.20\|20.13\|727934;2026-05-21\|19.40\|-6.46\|20.81\|21.48\|19.06\|876415;2026-05-22\|19.75\|1.80\|19.50\|19.94\|18.60\|760722;2026-05-25\|21.89\|10.84\|19.60\|22.50\|19.12\|1087388;2026-05-26\|21.60\|-1.32\|22.18\|22.88\|20.84\|882451;2026-05-27\|20.19\|-6.53\|21.76\|22.17\|19.98\|758401;2026-05-28\|22.50\|11.44\|20.36\|23.05\|20.10\|966814;2026-05-29\|21.10\|-6.22\|22.50\|22.90\|20.85\|797638;2026-06-01\|19.74\|-6.45\|20.88\|21.50\|19.70\|634573;2026-06-02\|19.58\|-0.81\|19.68\|20.08\|18.71\|580321;2026-06-03\|19.37\|-1.07\|19.52\|20.44\|19.19\|575959;2026-06-04\|20.18\|4.18\|18.90\|20.71\|18.83\|579622;2026-06-05\|22.50\|11.50\|19.80\|23.50\|19.02\|1363364;2026-06-08\|22.48\|-0.09\|21.02\|23.36\|20.80\|939086;2026-06-09\|23.96\|6.58\|23.28\|24.38\|22.53\|838026;2026-06-10\|24.55\|2.46\|23.55\|25.19\|23.08\|802368;2026-06-11\|25.20\|2.65\|25.41\|28.24\|24.51\|1457710;2026-06-12\|24.44\|-3.02\|25.95\|26.35\|24.25\|951473;2026-06-15\|26.70\|9.25\|24.66\|26.80\|23.51\|829241;2026-06-16\|26.96\|0.97\|27.47\|28.86\|26.70\|858244;2026-06-17\|28.82\|6.90\|27.00\|28.98\|26.41\|899758;2026-06-18\|30.05\|4.27\|29.88\|32.10\|29.41\|1112989;2026-06-22\|29.94\|-0.37\|30.53\|31.57\|28.82\|844975;2026-06-23\|30.17\|0.77\|30.80\|32.50\|29.44\|825660;2026-06-24\|36.20\|19.99\|32.00\|36.20\|32.00\|845099;2026-06-25\|41.30\|14.09\|40.00\|43.30\|39.00\|1652702;2026-06-26\|39.30\|-4.84\|40.00\|40.77\|38.38\|993193;2026-06-29\|40.02\|1.83\|39.60\|41.00\|35.10\|1202982;2026-06-30\|39.70\|-0.80\|39.80\|40.90\|38.29\|972585;2026-07-01\|40.35\|1.64\|40.88\|41.56\|38.20\|922856;2026-07-02\|39.07\|-3.17\|38.60\|43.03\|36.54\|992592;2026-07-03\|35.31\|-9.62\|38.46\|38.98\|35.13\|911266;2026-07-06\|35.95\|1.81\|36.57\|37.87\|34.17\|883580;2026-07-07\|36.80\|2.36\|35.67\|37.75\|34.58\|581561;2026-07-08\|34.65\|-5.84\|36.80\|37.89\|33.26\|592453;2026-07-09\|39.65\|14.43\|36.96\|39.74\|35.93\|927595;2026-07-10\|35.60\|-10.21\|39.66\|40.44\|35.60\|865662;2026-07-13\|31.30\|-12.08\|34.66\|35.80\|31.10\|828929;2026-07-14\|32.58\|4.09\|32.52\|33.12\|29.95\|739672;2026-07-15\|29.87\|-8.32\|33.97\|34.55\|29.00\|712484;2026-07-16\|27.66\|-7.40\|28.10\|29.96\|27.50\|651685;2026-07-17\|25.45\|-7.99\|27.66\|28.55\|25.41\|784265;2026-07-20\|23.56\|-7.43\|26.70\|27.26\|22.60\|960499;2026-07-21\|27.57\|17.02\|24.02\|27.77\|21.18\|987149;2026-07-22\|27.35\|-0.80\|27.40\|29.35\|26.90\|951687;2026-07-23\|24.79\|-9.36\|27.21\|27.68\|24.60\|728570;2026-07-24\|25.05\|1.05\|24.03\|25.85\|24.03\|635396;2026-07-27\|24.96\|-0.36\|25.06\|25.75\|23.35\|530196;2026-07-28\|22.42\|-10.18\|24.29\|25.06\|22.15\|604576;2026-07-29\|21.07\|-6.02\|22.39\|22.82\|19.75\|793675;2026-07-30\|18.68\|-11.34\|20.97\|21.40\|18.55\|807110;2026-07-31\|19.77\|5.84\|20.85\|21.54\|19.75\|702973;2026-08-03\|18.05\|-8.70\|19.51\|19.84\|17.93\|583011;2026-08-04\|20.00\|10.80\|18.48\|20.17\|18.09\|601600;2026-08-05\|21.70\|8.50\|20.05\|22.20\|20.05\|754110;2026-08-06\|23.58\|8.66\|21.52\|24.96\|21.47\|923554;2026-08-07\|25.25\|7.08\|23.40\|25.73\|23.00\|836226;2026-08-10\|24.46\|-3.13\|25.30\|25.58\|24.01\|535208;2026-08-11\|24.29\|-0.69\|24.35\|24.98\|23.62\|439232;2026-08-12\|24.58\|1.19\|24.51\|25.15\|23.95\|444212;2026-08-13\|24.02\|-2.28\|24.49\|25.59\|23.81\|740607;2026-08-14\|24.17\|0.62\|24.50\|24.68\|23.39\|455749;2026-08-17\|25.95\|7.36\|24.11\|26.18\|24.07\|698540;2026-08-18\|25.96\|0.04\|25.86\|26.80\|25.20\|507380;2026-08-19\|22.94\|-11.63\|24.72\|25.61\|22.65\|664532;2026-08-20\|23.10\|0.70\|23.45\|24.27\|22.70\|436884;2026-08-21\|23.01\|-0.39\|23.29\|23.72\|22.51\|318197;2026-08-24\|23.30\|1.26\|23.01\|23.44\|22.26\|446747;2026-08-25\|22.53\|-3.30\|23.00\|23.10\|21.72\|428397;2026-08-26\|22.53\|0.00\|22.78\|22.84\|21.86\|300991;2026-08-27\|23.78\|5.55\|22.75\|23.92\|22.46\|364034;2026-08-28\|24.46\|2.86\|23.70\|25.80\|23.63\|648102;2026-08-31\|25.41\|3.88\|23.90\|25.87\|23.47\|582641;2026-09-01\|25.34\|-0.28\|25.58\|25.99\|24.76\|482609;2026-09-02\|24.75\|-2.33\|24.80\|25.38\|24.20\|409729;2026-09-03\|24.06\|-2.79\|25.40\|27.18\|22.78\|996402;2026-09-04\|23.86\|-0.83\|24.59\|26.57\|23.36\|885214;2026-09-07\|25.52\|6.96\|24.26\|25.77\|23.02\|787823;2026-09-08\|26.72\|4.70\|25.88\|27.46\|25.30\|84043709;2026-09-09\|26.26\|-1.72\|26.89\|26.98\|26.19\|28179332
122953	修订后的《集成电路布图设计保护条例》对外公布	业绩增长+先进封装+覆铜板行业原因： 1、据证券时报3月10日报道，TrendForce将一季度DRAM合约价季涨幅由55%-60%上调至90%-95%，NAND Flash由33%-38%上调至55%-60%，供需缺口继续扩大。 2、3月9日，花旗在业绩前瞻中将美光目标价上调至430美元，预计2026年DRAM均价同比升171%、NAND升127%，AI需求驱动存储超级周期。公司原因： 1、据2026年2月14日业绩快报，公司2025年营收11.16亿元、净利2.93亿元，分别同比增16.15%、16.42%，高阶产品占比提升推动利润扩大。 2、据2025年半年波，公司突破了高频、高速、HDI、IC载板等高性能覆铜板用功能填料的核心技术，产品具有低Cut点、低介电损耗、高导热等优良性能，精准满足了高性能覆铜板客户的需求。 3、据2026年2月5日互动易，公司应用于M9级高性能电子电路基板的球硅产品，已与行业主流厂商形成深度合作，并已形成小批量销售。同时，公司的Low α球铝作为先进封装的关键填料，销售呈较快增长趋势，已成为少数能量产供应该材料的厂商之一。 4、据2025年11月7日互动易，公司高性能高速基板用超纯球形二氧化硅项目一期预计2026年一季度试生产，投产后将新增年产能3600吨。	公司配套供应HBM封装材料GMC所用球硅和Low α球铝	2026-04-30\|87.43\|2.64\|85.50\|88.26\|84.51\|50577;2026-05-06\|91.19\|4.30\|89.60\|92.94\|89.60\|79502;2026-05-07\|94.96\|4.13\|92.00\|96.36\|89.10\|72801;2026-05-08\|94.29\|-0.71\|94.00\|96.00\|92.67\|53182;2026-05-11\|96.09\|1.91\|97.15\|98.30\|93.74\|68728;2026-05-12\|112.00\|16.56\|96.84\|112.98\|96.78\|159879;2026-05-13\|127.21\|13.58\|108.98\|131.34\|108.02\|203291;2026-05-14\|127.00\|-0.17\|128.52\|131.18\|126.00\|125769;2026-05-15\|122.30\|-3.70\|131.00\|133.17\|120.58\|112682;2026-05-18\|121.19\|-0.91\|122.00\|124.47\|117.36\|89942;2026-05-19\|124.51\|2.74\|118.56\|125.10\|117.02\|85540;2026-05-20\|122.92\|-1.28\|123.02\|125.48\|119.05\|86412;2026-05-21\|117.07\|-4.76\|123.61\|129.90\|117.07\|100199;2026-05-22\|134.85\|15.19\|119.00\|139.90\|117.60\|130418;2026-05-25\|139.99\|3.81\|136.66\|142.58\|133.01\|119708;2026-05-26\|157.50\|12.51\|141.29\|159.98\|138.00\|141870;2026-05-27\|146.89\|-6.74\|160.00\|162.37\|145.06\|125294;2026-05-28\|161.22\|9.76\|148.34\|166.98\|141.50\|125232;2026-05-29\|167.69\|4.01\|159.67\|178.00\|154.00\|138357;2026-06-01\|174.50\|4.06\|178.00\|192.00\|167.80\|173361;2026-06-02\|183.52\|5.17\|176.30\|191.48\|172.80\|112967;2026-06-03\|166.77\|-9.13\|176.00\|179.00\|162.05\|158430;2026-06-04\|168.80\|1.22\|163.97\|174.68\|159.70\|124308;2026-06-05\|157.21\|-6.87\|161.73\|163.69\|153.60\|112520;2026-06-08\|158.97\|1.12\|142.00\|163.36\|142.00\|93017;2026-06-09\|167.54\|5.39\|165.73\|168.77\|158.83\|89276;2026-06-10\|180.19\|7.87\|163.02\|183.87\|162.52\|109851;2026-06-11\|177.66\|-1.40\|177.00\|180.58\|171.39\|71730;2026-06-12\|188.06\|5.85\|188.00\|211.00\|186.00\|109488;2026-06-15\|213.11\|13.32\|200.00\|215.56\|192.00\|95775;2026-06-16\|220.00\|3.23\|213.11\|238.00\|210.00\|107825;2026-06-17\|235.24\|6.93\|215.67\|249.94\|215.67\|93867;2026-06-18\|270.47\|14.98\|232.99\|277.72\|232.00\|88626;2026-06-22\|272.54\|0.77\|278.15\|297.31\|268.00\|141042;2026-06-23\|238.93\|-12.33\|269.25\|269.27\|233.62\|145428;2026-06-24\|246.56\|3.19\|234.65\|249.00\|229.01\|114105;2026-06-25\|269.99\|9.50\|245.00\|278.98\|239.08\|115335;2026-06-26\|265.56\|-1.64\|260.03\|276.00\|251.87\|101607;2026-06-29\|244.98\|-7.75\|265.00\|279.15\|233.80\|132942;2026-06-30\|244.40\|-0.24\|244.99\|246.80\|230.67\|106755;2026-07-01\|231.00\|-5.48\|246.00\|252.00\|226.09\|118976;2026-07-02\|208.78\|-9.62\|215.00\|224.00\|208.12\|100321;2026-07-03\|208.99\|0.10\|206.00\|217.58\|200.88\|86814;2026-07-06\|192.00\|-8.13\|217.30\|217.30\|188.00\|122421;2026-07-07\|189.01\|-1.56\|192.00\|196.00\|185.10\|78372;2026-07-08\|182.06\|-3.68\|191.00\|194.10\|180.60\|62410;2026-07-09\|196.16\|7.74\|188.00\|196.99\|183.08\|94843;2026-07-10\|183.17\|-6.62\|199.70\|205.48\|183.17\|106200;2026-07-13\|165.70\|-9.54\|178.30\|188.88\|164.01\|132889;2026-07-14\|180.32\|8.82\|168.44\|183.17\|168.06\|104111;2026-07-15\|166.31\|-7.77\|183.92\|186.00\|166.05\|94289;2026-07-16\|158.40\|-4.76\|165.25\|172.00\|155.02\|72719;2026-07-17\|141.00\|-10.98\|160.44\|160.68\|140.42\|104860;2026-07-20\|121.79\|-13.62\|146.58\|147.99\|117.60\|125490;2026-07-21\|135.30\|11.09\|127.99\|135.98\|111.12\|138209;2026-07-22\|128.32\|-5.16\|134.01\|138.11\|127.30\|104895;2026-07-23\|127.38\|-0.73\|130.12\|136.31\|125.31\|83409;2026-07-24\|123.50\|-3.05\|125.50\|128.40\|121.37\|69001;2026-07-27\|131.78\|6.70\|124.21\|132.11\|120.94\|87790;2026-07-28\|118.76\|-9.88\|126.00\|130.29\|117.52\|84114;2026-07-29\|115.88\|-2.43\|119.99\|122.80\|108.30\|107028;2026-07-30\|104.76\|-9.60\|115.62\|116.67\|103.33\|101872;2026-07-31\|107.32\|2.44\|117.00\|119.43\|107.13\|104092;2026-08-03\|100.20\|-6.63\|106.10\|108.15\|98.78\|94634;2026-08-04\|111.18\|10.96\|102.95\|112.60\|100.90\|97538;2026-08-05\|125.05\|12.48\|109.95\|127.98\|109.05\|136273;2026-08-06\|136.08\|8.82\|121.02\|139.75\|121.02\|165290;2026-08-07\|151.70\|11.48\|136.35\|154.23\|136.35\|187840;2026-08-10\|148.30\|-2.24\|151.78\|156.70\|142.78\|152325;2026-08-11\|143.46\|-3.26\|145.63\|148.68\|141.66\|112973;2026-08-12\|165.00\|15.01\|144.02\|165.00\|142.23\|166185;2026-08-13\|162.22\|-1.68\|166.00\|175.98\|160.10\|191068;2026-08-14\|164.65\|1.50\|162.78\|166.92\|158.00\|126865;2026-08-17\|166.47\|1.11\|158.50\|168.94\|155.00\|183660;2026-08-18\|160.00\|-3.89\|166.00\|166.00\|156.51\|134717;2026-08-19\|140.25\|-12.34\|152.01\|155.59\|139.00\|156238;2026-08-20\|142.57\|1.65\|144.00\|147.00\|138.88\|103490;2026-08-21\|145.31\|1.92\|143.44\|151.38\|137.18\|127984;2026-08-24\|139.14\|-4.25\|142.01\|145.50\|134.25\|101747;2026-08-25\|145.75\|4.75\|135.10\|146.99\|130.22\|149104;2026-08-26\|155.20\|6.48\|145.49\|157.98\|141.10\|203619;2026-08-27\|186.24\|20.00\|158.14\|186.24\|158.00\|218402;2026-08-28\|189.90\|1.97\|198.77\|202.88\|189.07\|259044;2026-08-31\|193.00\|1.63\|181.02\|202.00\|181.02\|205534;2026-09-01\|176.16\|-8.73\|190.90\|191.01\|175.55\|171198;2026-09-02\|177.05\|0.51\|172.90\|184.37\|172.90\|140370;2026-09-03\|168.00\|-5.11\|181.00\|182.50\|164.12\|162190;2026-09-04\|163.68\|-2.57\|171.36\|174.97\|161.36\|120829;2026-09-07\|175.50\|7.22\|166.66\|177.94\|164.46\|183534;2026-09-08\|167.69\|-4.45\|175.00\|177.79\|166.00\|13590186;2026-09-09\|171.88\|2.50\|169.99\|175.10\|168.10\|6968229
122952	修订后的《集成电路布图设计保护条例》对外公布	除权除息+高性能计算电源芯片+收购易冲科技行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，30只成份股全线上涨，英特尔、美光科技等大幅走高，提振A股半导体板块情绪。 2、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年6月8日权益分派实施公告，公司实施10转4股派10元的高送转分红方案，股权登记日为2026年6月8日，除权除息日为2026年6月9日。 2、据2026年4月18日年报及2026年4月27日机构调研，公司高性能计算电源芯片业务2025年度实现销售收入0.96亿元，同比增长122.26%，全系列产品已实现量产并在新一代显卡应用中批量出货。 3、据2026年4月29日公告及2026年4月27日机构调研，公司已完成收购四川易冲科技100%股权，自2026年3月起将其纳入合并报表，带动公司2026年一季度整体营收同比增长86.35%至6.09亿元。	公司是国内 LED 照明驱动芯片龙头企业，推出新一代单级高PF恒压控制器BP83323，该产品以第三代碳化硅（SiC）器件集成为核心，采用单级APFC + 反激恒压输出的创新拓扑架构，支持全电压（90-264Vac）输入，可实现高达150W的输出功率，为高性能AC/DC电源设计提供了具备竞争力的解决方案	2026-04-30\|154.30\|5.50\|147.02\|156.70\|147.02\|43119;2026-05-06\|164.15\|6.38\|159.00\|172.00\|156.00\|48127;2026-05-07\|165.97\|1.11\|165.00\|169.69\|162.01\|30485;2026-05-08\|163.25\|-1.64\|166.07\|167.48\|160.24\|27264;2026-05-11\|168.27\|3.08\|167.60\|170.56\|162.55\|34922;2026-05-12\|171.00\|1.62\|167.16\|173.88\|163.00\|33732;2026-05-13\|165.24\|-3.37\|163.30\|166.60\|162.06\|30989;2026-05-14\|187.90\|13.71\|166.99\|194.99\|166.00\|70055;2026-05-15\|184.00\|-2.08\|188.98\|197.28\|180.00\|50599;2026-05-18\|193.05\|4.92\|185.10\|207.77\|185.00\|52762;2026-05-19\|194.15\|0.57\|191.06\|195.99\|184.03\|40928;2026-05-20\|211.13\|8.75\|199.96\|217.77\|199.23\|54702;2026-05-21\|198.05\|-6.20\|213.69\|214.99\|197.01\|50459;2026-05-22\|205.07\|3.54\|200.49\|216.88\|199.00\|45911;2026-05-25\|232.70\|13.47\|205.12\|244.88\|205.09\|51993;2026-05-26\|220.00\|-5.46\|228.48\|229.85\|209.98\|48116;2026-05-27\|237.50\|7.95\|224.00\|249.75\|224.00\|58409;2026-05-28\|242.10\|1.94\|231.16\|245.00\|226.01\|38090;2026-05-29\|218.00\|-9.95\|239.20\|246.21\|213.00\|48749;2026-06-01\|204.09\|-6.38\|221.00\|225.81\|203.50\|47977;2026-06-02\|216.43\|6.05\|203.00\|220.00\|196.10\|49662;2026-06-03\|212.49\|-1.82\|216.00\|224.60\|209.20\|41120;2026-06-04\|214.47\|0.93\|208.00\|219.94\|207.00\|24552;2026-06-05\|213.34\|-0.53\|212.33\|227.00\|205.05\|35026;2026-06-08\|201.80\|-5.41\|191.84\|208.91\|191.84\|27005;2026-06-09\|172.43\|20.00\|148.00\|172.43\|145.03\|53028;2026-06-10\|175.84\|1.98\|166.89\|178.00\|166.88\|64565;2026-06-11\|187.68\|6.73\|175.00\|196.12\|172.34\|58994;2026-06-12\|182.53\|-2.74\|190.00\|191.18\|177.53\|49188;2026-06-15\|201.02\|10.13\|187.28\|203.79\|180.20\|52268;2026-06-16\|201.50\|0.24\|199.00\|206.00\|197.25\|33629;2026-06-17\|205.10\|1.79\|197.00\|212.00\|197.00\|35303;2026-06-18\|219.20\|6.87\|209.90\|220.00\|204.50\|44230;2026-06-22\|208.69\|-4.79\|226.00\|226.00\|202.00\|48816;2026-06-23\|207.36\|-0.64\|206.66\|216.80\|200.00\|36891;2026-06-24\|222.10\|7.11\|206.00\|224.88\|202.00\|35628;2026-06-25\|225.58\|1.57\|219.81\|231.20\|212.90\|35837;2026-06-26\|219.79\|-2.57\|222.00\|228.06\|213.02\|28168;2026-06-29\|208.90\|-4.95\|220.00\|227.68\|198.00\|50369;2026-06-30\|216.52\|3.65\|206.00\|217.70\|203.00\|41638;2026-07-01\|201.99\|-6.71\|221.03\|225.42\|200.78\|37047;2026-07-02\|190.94\|-5.47\|195.02\|205.95\|188.88\|35400;2026-07-03\|187.99\|-1.54\|191.89\|194.75\|181.70\|31169;2026-07-06\|181.92\|-3.23\|190.00\|192.90\|173.33\|30482;2026-07-07\|179.69\|-1.23\|180.80\|185.50\|176.00\|25109;2026-07-08\|198.57\|10.51\|180.90\|207.90\|180.00\|54156;2026-07-09\|198.99\|0.21\|200.74\|203.21\|190.02\|34578;2026-07-10\|181.02\|-9.03\|197.69\|202.49\|180.90\|34749;2026-07-13\|169.77\|-6.21\|178.51\|184.63\|169.46\|34098;2026-07-14\|171.16\|0.82\|169.68\|173.00\|162.08\|28163;2026-07-15\|155.98\|-8.87\|170.86\|173.33\|155.01\|34000;2026-07-16\|140.80\|-9.73\|153.74\|156.46\|138.59\|39496;2026-07-17\|128.00\|-9.09\|142.63\|145.20\|126.00\|44684;2026-07-20\|120.01\|-6.24\|133.00\|138.58\|116.31\|47790;2026-07-21\|129.33\|7.77\|122.00\|129.84\|107.77\|71730;2026-07-22\|127.50\|-1.42\|128.00\|136.92\|126.11\|65007;2026-07-23\|122.80\|-3.69\|128.00\|129.90\|119.98\|39601;2026-07-24\|119.50\|-2.69\|120.34\|124.97\|118.00\|34159;2026-07-27\|128.87\|7.84\|120.65\|129.32\|119.11\|39529;2026-07-28\|115.36\|-10.48\|127.50\|128.24\|114.61\|36975;2026-07-29\|112.28\|-2.67\|114.88\|117.84\|105.09\|43739;2026-07-30\|103.23\|-8.06\|111.60\|112.53\|100.00\|36070;2026-07-31\|107.49\|4.13\|111.44\|117.33\|107.00\|41435;2026-08-03\|96.59\|-10.14\|105.04\|108.00\|96.09\|57343;2026-08-04\|107.30\|11.09\|96.66\|107.33\|95.95\|53717;2026-08-05\|113.83\|6.09\|105.16\|116.50\|105.08\|43402;2026-08-06\|117.70\|3.40\|113.00\|119.99\|111.25\|37362;2026-08-07\|125.87\|6.94\|119.61\|128.00\|116.07\|49842;2026-08-10\|125.13\|-0.59\|128.20\|131.87\|121.42\|40572;2026-08-11\|124.30\|-0.66\|123.23\|126.58\|121.00\|29611;2026-08-12\|126.30\|1.61\|124.83\|129.28\|122.03\|30483;2026-08-13\|123.74\|-2.03\|129.89\|132.00\|123.00\|26563;2026-08-14\|130.02\|5.08\|124.38\|130.49\|124.38\|31223;2026-08-17\|134.34\|3.32\|131.32\|135.17\|127.08\|37181;2026-08-18\|137.54\|2.38\|134.41\|141.85\|133.00\|42795;2026-08-19\|124.65\|-9.37\|133.00\|136.28\|123.34\|48121;2026-08-20\|129.41\|3.82\|126.25\|131.45\|124.00\|36043;2026-08-21\|126.84\|-1.99\|128.00\|135.00\|126.18\|38576;2026-08-24\|122.00\|-3.82\|126.68\|126.99\|117.35\|45940;2026-08-25\|118.24\|-3.08\|116.00\|120.17\|111.16\|44151;2026-08-26\|116.90\|-1.13\|117.97\|120.88\|113.00\|34904;2026-08-27\|140.28\|20.00\|118.48\|140.28\|115.77\|61460;2026-08-28\|141.50\|0.87\|144.53\|150.62\|137.99\|101245;2026-08-31\|150.75\|6.54\|140.14\|153.30\|137.01\|75132;2026-09-01\|152.55\|1.19\|147.24\|156.70\|147.24\|61822;2026-09-02\|151.99\|-0.37\|147.24\|155.88\|147.24\|49105;2026-09-03\|154.52\|1.66\|155.22\|157.30\|149.50\|44184;2026-09-04\|146.61\|-5.12\|157.55\|158.20\|144.99\|42472;2026-09-07\|150.70\|2.79\|150.60\|151.99\|144.44\|33953;2026-09-08\|145.91\|-3.18\|150.00\|151.49\|145.00\|3015722;2026-09-09\|145.64\|-0.19\|148.80\|154.98\|145.20\|1895432
122951	修订后的《集成电路布图设计保护条例》对外公布		子公司近期在KrF/ArF高端晶圆光刻胶领域持续取得订单突破	2026-04-30\|62.36\|5.75\|59.80\|63.18\|59.30\|427791;2026-05-06\|64.68\|3.72\|64.00\|67.69\|63.36\|527969;2026-05-07\|68.80\|6.37\|67.26\|69.99\|65.70\|485287;2026-05-08\|64.19\|-6.70\|66.00\|67.00\|63.80\|534439;2026-05-11\|67.97\|5.89\|65.45\|68.00\|63.04\|534283;2026-05-12\|64.89\|-4.53\|67.00\|67.00\|64.00\|406266;2026-05-13\|73.39\|13.10\|64.00\|73.99\|63.70\|543706;2026-05-14\|69.48\|-5.33\|73.54\|73.90\|69.43\|426077;2026-05-15\|69.68\|0.29\|70.59\|73.58\|68.90\|506989;2026-05-18\|72.65\|4.26\|70.84\|74.80\|69.46\|426376;2026-05-19\|77.01\|6.00\|71.60\|78.00\|69.79\|472547;2026-05-20\|76.84\|-0.22\|76.62\|80.33\|75.50\|489302;2026-05-21\|72.98\|-5.02\|77.68\|79.83\|72.45\|521954;2026-05-22\|73.00\|0.03\|74.00\|75.45\|70.10\|466678;2026-05-25\|77.00\|5.48\|73.08\|78.50\|69.96\|526875;2026-05-26\|79.55\|3.31\|81.00\|81.58\|76.00\|559220;2026-05-27\|73.40\|-7.73\|79.02\|79.24\|73.38\|485296;2026-05-28\|74.56\|1.58\|73.33\|75.40\|71.00\|360837;2026-05-29\|67.14\|-9.95\|74.50\|75.00\|66.50\|560320;2026-06-01\|65.82\|-1.97\|68.01\|69.04\|65.00\|369637;2026-06-02\|67.44\|2.46\|65.92\|68.41\|65.92\|292686;2026-06-03\|70.40\|4.39\|67.69\|72.15\|67.45\|431349;2026-06-04\|73.39\|4.25\|68.99\|74.85\|68.80\|388704;2026-06-05\|69.75\|-4.96\|71.71\|72.95\|69.21\|369895;2026-06-08\|64.91\|-6.94\|65.00\|67.33\|64.08\|383349;2026-06-09\|69.10\|6.46\|66.98\|69.56\|66.03\|326375;2026-06-10\|71.04\|2.81\|68.00\|71.90\|67.53\|378667;2026-06-11\|75.48\|6.25\|71.20\|76.40\|71.20\|502479;2026-06-12\|78.99\|4.65\|85.00\|88.55\|78.50\|894436;2026-06-15\|85.57\|8.33\|82.00\|86.33\|77.42\|686317;2026-06-16\|84.50\|-1.25\|84.99\|86.08\|82.88\|492986;2026-06-17\|91.13\|7.97\|84.88\|93.00\|84.50\|669379;2026-06-18\|92.18\|1.15\|90.60\|92.69\|89.57\|492734;2026-06-22\|91.40\|-0.85\|93.25\|95.33\|88.91\|592042;2026-06-23\|91.30\|-0.11\|94.86\|95.79\|89.07\|544577;2026-06-24\|96.70\|5.91\|89.47\|97.65\|88.08\|622287;2026-06-25\|95.45\|-1.29\|97.20\|97.58\|92.42\|515431;2026-06-26\|95.07\|-0.40\|95.45\|98.98\|93.10\|576831;2026-06-29\|104.00\|9.39\|97.91\|104.60\|93.25\|750900;2026-06-30\|105.97\|1.89\|100.29\|106.55\|97.50\|677791;2026-07-01\|100.30\|-5.35\|105.00\|111.03\|98.50\|688716;2026-07-02\|93.37\|-6.91\|95.68\|98.37\|90.85\|588095;2026-07-03\|89.88\|-3.74\|92.99\|93.71\|88.21\|470897;2026-07-06\|90.56\|0.76\|91.67\|92.96\|86.88\|425937;2026-07-07\|91.26\|0.77\|89.00\|92.55\|87.51\|367476;2026-07-08\|89.36\|-2.08\|91.26\|92.38\|83.00\|517493;2026-07-09\|95.99\|7.42\|91.59\|96.18\|90.01\|566472;2026-07-10\|83.10\|-13.43\|96.00\|98.00\|82.88\|980342;2026-07-13\|79.92\|-3.83\|83.85\|84.84\|79.27\|539485;2026-07-14\|82.60\|3.35\|81.35\|83.65\|77.01\|451706;2026-07-15\|77.92\|-5.67\|83.85\|84.56\|77.33\|369761;2026-07-16\|72.50\|-6.96\|75.55\|78.20\|71.95\|449597;2026-07-17\|69.41\|-4.26\|72.88\|74.49\|69.33\|511517;2026-07-20\|65.88\|-5.09\|71.43\|72.01\|63.79\|535823;2026-07-21\|77.32\|17.36\|67.05\|77.90\|64.11\|675004;2026-07-22\|75.55\|-2.29\|76.56\|79.32\|74.91\|463894;2026-07-23\|72.42\|-4.14\|76.10\|76.55\|71.50\|342108;2026-07-24\|73.79\|1.89\|71.79\|75.50\|70.11\|364108;2026-07-27\|74.17\|0.52\|73.02\|75.69\|71.18\|409431;2026-07-28\|71.31\|-3.86\|72.00\|76.38\|70.48\|491996;2026-07-29\|69.60\|-2.40\|70.91\|71.49\|66.30\|440282;2026-07-30\|65.53\|-5.85\|69.60\|69.87\|63.90\|431109;2026-07-31\|68.68\|4.81\|70.98\|73.33\|68.57\|464053;2026-08-03\|62.90\|-8.42\|68.00\|68.59\|62.62\|405501;2026-08-04\|70.05\|11.37\|64.48\|70.81\|63.15\|510451;2026-08-05\|74.02\|5.67\|70.48\|75.34\|70.06\|478070;2026-08-06\|76.80\|3.76\|73.00\|77.82\|72.00\|432164;2026-08-07\|77.74\|1.22\|76.70\|79.17\|76.19\|429576;2026-08-10\|78.65\|1.17\|78.98\|79.65\|76.85\|340079;2026-08-11\|76.52\|-2.71\|77.30\|79.00\|76.22\|279162;2026-08-12\|77.58\|1.39\|77.01\|78.50\|76.33\|249121;2026-08-13\|74.92\|-3.43\|78.99\|78.99\|74.80\|315642;2026-08-14\|76.14\|1.63\|76.02\|76.85\|74.75\|201473;2026-08-17\|81.30\|6.78\|76.43\|82.30\|76.18\|423586;2026-08-18\|81.48\|0.22\|81.62\|82.99\|79.85\|310108;2026-08-19\|74.54\|-8.52\|78.13\|80.40\|74.00\|383611;2026-08-20\|74.46\|-0.11\|75.60\|75.98\|72.60\|247992;2026-08-21\|73.84\|-0.83\|74.00\|75.30\|73.00\|188203;2026-08-24\|73.62\|-0.30\|73.96\|74.39\|71.60\|279970;2026-08-25\|72.19\|-1.94\|72.69\|72.75\|69.36\|243614;2026-08-26\|72.19\|0.00\|72.20\|73.17\|70.74\|197794;2026-08-27\|75.00\|3.89\|73.00\|75.46\|72.07\|278903;2026-08-28\|72.50\|-3.33\|74.20\|75.68\|72.50\|240511;2026-08-31\|72.72\|0.30\|71.89\|73.79\|69.62\|283924;2026-09-01\|69.37\|-4.61\|72.96\|73.67\|69.21\|210815;2026-09-02\|68.73\|-0.92\|67.82\|69.66\|67.50\|148898;2026-09-03\|68.51\|-0.32\|69.37\|70.00\|67.60\|148803;2026-09-04\|66.20\|-3.37\|69.01\|70.15\|65.54\|224618;2026-09-07\|68.45\|3.40\|67.39\|69.45\|66.82\|214751;2026-09-08\|67.55\|-1.31\|68.82\|69.35\|67.08\|182019;2026-09-09\|67.39\|-0.24\|68.25\|69.24\|67.17\|90697
122950	修订后的《集成电路布图设计保护条例》对外公布	涨停揭秘：台积电先进制程代工全线涨价，公司依托苹果链检测技术向半导体测试设备延伸，切入晶圆厂验证环节；涨停缘由：半导体测试设备国产替代空间大，涨价加速晶圆厂设备采购，检测环节优先受益；资金逻辑：半导体设备板块资金回流，6月25日主力大幅净流入，机构调研频次提升；风险提示：半导体检测设备尚处验证期，订单落地存不确定性，研发投入大致短期业绩承压，客户集中度高	国内领先的定制化工业自动化检测方案提供商；公司客户主要为苹果产业链企业，将在现有产品及技术基础上，进一步拓展产品向半导体等其他领域延伸，创造新的利润增长点	2026-04-30\|55.99\|8.19\|51.70\|56.56\|51.48\|25356;2026-05-06\|57.21\|2.18\|56.88\|57.98\|55.63\|22290;2026-05-07\|58.74\|2.67\|57.30\|59.22\|56.60\|21653;2026-05-08\|57.75\|-1.69\|58.55\|59.47\|56.08\|23117;2026-05-11\|60.09\|4.05\|57.30\|61.88\|57.30\|28174;2026-05-12\|58.01\|-3.46\|59.74\|60.99\|56.66\|22264;2026-05-13\|58.65\|1.10\|57.33\|60.39\|57.10\|18381;2026-05-14\|57.55\|-1.88\|58.65\|59.83\|56.66\|13798;2026-05-15\|59.83\|3.96\|58.03\|61.19\|57.05\|18445;2026-05-18\|59.88\|0.08\|58.55\|61.50\|57.88\|15455;2026-05-19\|60.00\|0.20\|60.87\|60.87\|58.70\|13132;2026-05-20\|60.90\|1.50\|59.94\|60.90\|58.97\|14647;2026-05-21\|57.06\|-6.31\|61.14\|62.15\|56.87\|22831;2026-05-22\|59.55\|4.36\|57.31\|59.82\|57.31\|18242;2026-05-25\|60.23\|1.14\|59.32\|60.51\|58.16\|17293;2026-05-26\|58.10\|-3.54\|60.00\|61.25\|57.30\|12755;2026-05-27\|57.15\|-1.64\|58.57\|58.66\|56.61\|12748;2026-05-28\|57.64\|0.86\|57.15\|59.11\|56.24\|14347;2026-05-29\|55.00\|-4.58\|57.34\|59.23\|53.88\|15165;2026-06-01\|53.42\|-2.87\|53.64\|55.24\|52.63\|17213;2026-06-02\|52.03\|-2.60\|52.87\|54.11\|51.51\|15449;2026-06-03\|52.66\|1.21\|52.67\|54.61\|51.77\|16012;2026-06-04\|55.62\|5.62\|52.00\|55.72\|51.42\|23691;2026-06-05\|56.20\|1.04\|56.33\|59.90\|53.81\|30091;2026-06-08\|53.62\|-4.59\|53.42\|56.68\|52.68\|18133;2026-06-09\|53.20\|-0.78\|54.69\|55.55\|52.86\|11674;2026-06-10\|51.89\|-2.46\|52.14\|53.20\|50.10\|14425;2026-06-11\|55.14\|6.26\|51.06\|55.50\|51.06\|15657;2026-06-12\|52.30\|-5.15\|54.70\|56.38\|51.68\|13430;2026-06-15\|53.09\|1.51\|52.44\|54.00\|52.43\|7716;2026-06-16\|56.50\|6.42\|53.09\|56.50\|52.41\|16185;2026-06-17\|58.45\|3.45\|55.98\|59.18\|55.92\|18503;2026-06-18\|58.96\|0.87\|58.35\|59.20\|56.88\|15540;2026-06-22\|52.00\|-11.80\|58.96\|59.29\|50.77\|24621;2026-06-23\|54.11\|4.06\|51.48\|55.10\|51.48\|20908;2026-06-24\|56.10\|3.68\|53.31\|56.50\|52.82\|19105;2026-06-25\|66.36\|18.29\|57.29\|66.65\|56.00\|40120;2026-06-26\|70.31\|5.95\|66.31\|72.36\|63.56\|52949;2026-06-29\|71.44\|1.61\|71.15\|73.67\|68.50\|40327;2026-06-30\|82.25\|15.13\|75.01\|82.80\|71.58\|38297;2026-07-01\|82.99\|0.90\|82.32\|84.95\|78.01\|32908;2026-07-02\|76.93\|-7.30\|82.35\|82.51\|76.44\|29284;2026-07-03\|75.80\|-1.47\|76.80\|79.09\|73.30\|22536;2026-07-06\|76.65\|1.12\|78.16\|80.00\|73.66\|21571;2026-07-07\|77.40\|0.98\|73.31\|79.88\|73.31\|24040;2026-07-08\|72.60\|-6.20\|77.41\|77.41\|67.10\|35796;2026-07-09\|75.90\|4.55\|73.71\|76.20\|71.95\|20247;2026-07-10\|76.97\|1.41\|74.00\|79.40\|74.00\|18132;2026-07-13\|70.17\|-8.83\|75.88\|77.16\|70.10\|26960;2026-07-14\|69.68\|-0.70\|70.20\|70.48\|64.08\|25911;2026-07-15\|53.32\|7.24\|50.13\|57.80\|49.02\|46175;2026-07-16\|50.71\|-4.89\|51.71\|53.39\|48.80\|35683;2026-07-17\|47.00\|-7.32\|51.94\|53.10\|46.00\|35280;2026-07-20\|41.26\|-12.21\|47.89\|47.95\|39.39\|39037;2026-07-21\|41.91\|1.58\|39.16\|42.98\|34.86\|36201;2026-07-22\|41.27\|-1.53\|40.48\|43.20\|40.01\|25941;2026-07-23\|43.92\|6.42\|40.07\|44.50\|40.07\|30765;2026-07-24\|45.11\|2.71\|43.33\|45.88\|42.50\|27474;2026-07-27\|48.98\|8.58\|43.95\|49.18\|43.95\|23660;2026-07-28\|47.11\|-3.82\|48.41\|49.50\|46.30\|18971;2026-07-29\|46.00\|-2.36\|47.11\|48.05\|44.30\|16210;2026-07-30\|42.07\|-8.54\|45.35\|46.13\|41.02\|24148;2026-07-31\|45.29\|7.65\|44.00\|47.71\|43.98\|23968;2026-08-03\|46.62\|2.94\|45.19\|48.00\|44.91\|19590;2026-08-04\|51.95\|11.43\|46.97\|52.44\|46.51\|21417;2026-08-05\|54.00\|3.95\|52.00\|54.66\|51.00\|28037;2026-08-06\|55.48\|2.74\|53.73\|56.80\|52.60\|29037;2026-08-07\|54.51\|-1.75\|56.00\|56.66\|53.70\|23602;2026-08-10\|56.18\|3.06\|54.00\|56.25\|52.70\|32346;2026-08-11\|53.46\|-4.84\|54.82\|57.63\|53.02\|15087;2026-08-12\|59.90\|12.05\|53.46\|59.90\|53.46\|39459;2026-08-13\|64.54\|7.75\|60.95\|67.42\|59.90\|38062;2026-08-14\|69.37\|7.48\|64.07\|71.50\|64.07\|46447;2026-08-17\|71.76\|3.45\|69.68\|72.00\|65.99\|36092;2026-08-18\|72.65\|1.24\|73.19\|73.44\|71.24\|24300;2026-08-19\|68.08\|-6.29\|71.20\|72.84\|66.37\|34390;2026-08-20\|69.68\|2.35\|69.13\|72.40\|68.17\|23984;2026-08-21\|68.26\|-2.04\|71.07\|71.14\|67.00\|16325;2026-08-24\|65.72\|-3.72\|67.60\|69.63\|63.66\|20471;2026-08-25\|63.37\|-3.58\|64.67\|66.00\|62.15\|24649;2026-08-26\|63.02\|-0.55\|63.37\|64.66\|61.65\|19787;2026-08-27\|65.70\|4.25\|63.13\|66.00\|61.99\|19243;2026-08-28\|64.45\|-1.90\|64.74\|66.68\|63.34\|19139;2026-08-31\|66.09\|2.54\|63.31\|68.00\|62.29\|29096;2026-09-01\|62.90\|-4.83\|67.41\|67.41\|61.50\|22246;2026-09-02\|60.90\|-3.18\|64.00\|64.00\|60.52\|10814;2026-09-03\|61.41\|0.84\|61.38\|62.46\|59.96\|14927;2026-09-04\|58.90\|-4.09\|61.30\|64.00\|58.50\|20590;2026-09-07\|60.13\|2.09\|58.79\|60.40\|58.17\|14427;2026-09-08\|63.00\|4.77\|59.80\|63.00\|58.70\|1778464;2026-09-09\|60.07\|-4.65\|63.80\|63.80\|59.61\|1461644
122949	修订后的《集成电路布图设计保护条例》对外公布	PCB高端化+先进封装+业绩高增行业原因： AI算力需求驱动PCB行业高增。据胜宏科技4月3日机构调研，未来AI PCB是整个PCB行业最具确定性的增长细分方向。从中期来看，高端产品的供给仍将处于相对紧张的状态，下游有充足的需求消化新增产能。公司原因： 1、据2026年3月14日公告的2025年年报，公司2025年实现营业收入14.08亿元，归属于上市公司股东的净利润2.90亿元，分别同比增长47.61%和80.42%。 2、据2026年3月14日公告的2025年年度报告，公司WLP系列直写光刻设备在先进封装市场领域已在多个头部客户验收量产中，在先进封装领域实现了“弯道超车”。同时，根据华创证券研报，公司WLP系列产品已成功进入多家头部厂商实现量产。 3、据2026年3月14日公告的2025年年度报告，公司作为全球PCB直接成像设备龙头企业，已实现全球PCB百强企业全覆盖，并深度绑定胜宏科技、鹏鼎控股、东山精密、深南电路、生益电子等海内外头部PCB厂商。另据公司2025年年度报告，2024年公司超越日资产商，成为全球最大的PCB直接成像设备制造商，全球市占率达15%。	公司WLP系列产品已助力多家先进封装头部厂商实现类CoWoS-L产品的量产	2026-04-30\|257.75\|-2.72\|266.74\|268.80\|251.99\|56065;2026-05-06\|267.00\|3.59\|263.00\|274.96\|259.78\|58722;2026-05-07\|272.95\|2.23\|268.00\|274.10\|263.18\|41660;2026-05-08\|259.16\|-5.05\|268.10\|270.00\|256.00\|58687;2026-05-11\|266.43\|2.81\|264.34\|272.88\|252.02\|81661;2026-05-12\|277.30\|4.08\|266.32\|282.90\|262.00\|80718;2026-05-13\|284.56\|2.62\|270.00\|286.80\|267.00\|64938;2026-05-14\|267.13\|-6.13\|283.00\|288.78\|267.00\|62165;2026-05-15\|258.71\|-3.15\|266.46\|270.99\|246.65\|82412;2026-05-18\|263.61\|1.89\|257.28\|272.88\|257.00\|55422;2026-05-19\|279.30\|5.95\|267.88\|279.38\|255.50\|61403;2026-05-20\|291.39\|4.33\|277.00\|295.00\|274.23\|71180;2026-05-21\|268.25\|-7.94\|295.10\|299.97\|266.00\|70050;2026-05-22\|298.30\|11.20\|273.86\|305.80\|270.00\|81096;2026-05-25\|306.80\|2.85\|309.93\|316.98\|289.00\|96986;2026-05-26\|294.07\|-4.15\|310.31\|310.90\|288.51\|78133;2026-05-27\|283.00\|-3.76\|297.01\|308.88\|279.00\|77664;2026-05-28\|326.00\|15.19\|281.00\|330.88\|278.00\|105749;2026-05-29\|335.00\|2.76\|335.00\|366.00\|333.13\|116507;2026-06-01\|339.89\|1.46\|341.99\|359.80\|330.20\|100644;2026-06-02\|353.30\|3.95\|342.52\|374.99\|341.00\|89023;2026-06-03\|366.50\|3.74\|363.10\|381.50\|355.00\|82408;2026-06-04\|408.00\|11.32\|358.90\|413.86\|354.00\|95248;2026-06-05\|379.00\|-7.11\|395.00\|408.50\|373.01\|82315;2026-06-08\|390.50\|3.03\|350.06\|406.00\|348.41\|88041;2026-06-09\|403.08\|3.22\|398.00\|408.98\|375.00\|68631;2026-06-10\|383.00\|-4.98\|392.00\|398.33\|371.00\|62593;2026-06-11\|393.70\|2.79\|379.00\|393.87\|374.00\|57275;2026-06-12\|394.00\|0.08\|413.50\|438.88\|391.40\|72561;2026-06-15\|438.19\|11.22\|400.00\|443.00\|386.09\|72259;2026-06-16\|463.80\|5.84\|445.00\|472.00\|435.00\|55765;2026-06-17\|475.77\|2.58\|459.08\|493.79\|458.87\|60237;2026-06-18\|502.00\|5.51\|473.00\|512.82\|471.00\|47348;2026-06-22\|488.00\|-2.79\|510.00\|512.00\|461.53\|69159;2026-06-23\|462.89\|-5.15\|485.55\|487.99\|458.16\|49751;2026-06-24\|513.88\|11.02\|459.00\|515.85\|455.55\|59583;2026-06-25\|555.50\|8.10\|520.00\|563.89\|515.00\|53812;2026-06-26\|527.97\|-4.96\|541.31\|554.95\|512.50\|53828;2026-06-29\|548.07\|3.81\|538.00\|558.00\|503.66\|64033;2026-06-30\|549.39\|0.24\|539.00\|555.00\|518.88\|45375;2026-07-01\|497.27\|-9.49\|550.00\|577.66\|490.11\|76365;2026-07-02\|468.00\|-5.89\|474.63\|499.95\|464.80\|58418;2026-07-03\|480.32\|2.63\|467.98\|502.00\|444.55\|54587;2026-07-06\|470.00\|-2.15\|488.33\|499.00\|448.00\|53767;2026-07-07\|462.23\|-1.65\|467.98\|478.20\|455.88\|43300;2026-07-08\|473.26\|2.39\|470.00\|494.81\|451.06\|50611;2026-07-09\|517.80\|9.41\|489.00\|523.35\|468.88\|59589;2026-07-10\|465.02\|-10.19\|517.12\|525.00\|464.00\|61445;2026-07-13\|446.58\|-3.97\|450.02\|481.97\|444.00\|44393;2026-07-14\|455.60\|2.02\|453.00\|464.00\|420.66\|54382;2026-07-15\|430.77\|-5.45\|467.00\|467.51\|425.00\|50675;2026-07-16\|384.00\|-10.86\|421.97\|428.93\|377.81\|86213;2026-07-17\|359.78\|-6.31\|378.74\|394.01\|359.50\|82684;2026-07-20\|344.00\|-4.39\|375.00\|391.00\|330.00\|85142;2026-07-21\|403.45\|17.28\|357.50\|403.58\|320.01\|94753;2026-07-22\|401.00\|-0.61\|399.99\|428.00\|390.00\|84133;2026-07-23\|384.00\|-4.24\|408.51\|414.81\|380.03\|56585;2026-07-24\|408.80\|6.46\|377.63\|426.24\|377.63\|74998;2026-07-27\|420.90\|2.96\|404.80\|424.99\|390.00\|65162;2026-07-28\|378.00\|-10.19\|408.00\|429.00\|373.00\|69818;2026-07-29\|349.92\|-7.43\|378.40\|385.93\|330.00\|82829;2026-07-30\|299.90\|-14.29\|348.23\|349.89\|297.57\|86643;2026-07-31\|325.23\|8.45\|346.80\|359.88\|325.00\|87900;2026-08-03\|303.53\|-6.67\|322.00\|332.99\|300.03\|57183;2026-08-04\|340.00\|12.02\|310.00\|345.00\|305.99\|62001;2026-08-05\|361.00\|6.18\|338.14\|369.63\|333.00\|80386;2026-08-06\|392.62\|8.76\|353.78\|397.99\|350.02\|74233;2026-08-07\|426.99\|8.75\|394.33\|439.00\|394.33\|79813;2026-08-10\|430.30\|0.78\|431.03\|437.00\|418.00\|58464;2026-08-11\|415.00\|-3.56\|421.02\|434.66\|414.00\|40635;2026-08-12\|425.50\|2.53\|418.32\|427.25\|409.13\|40800;2026-08-13\|419.00\|-1.53\|430.00\|444.88\|415.00\|52465;2026-08-14\|419.00\|0.00\|420.65\|429.87\|412.00\|35764;2026-08-17\|448.79\|7.11\|419.98\|448.95\|415.02\|48577;2026-08-18\|471.20\|4.99\|450.00\|475.60\|444.30\|60381;2026-08-19\|434.00\|-7.89\|448.00\|466.99\|429.00\|66667;2026-08-20\|433.00\|-0.23\|445.00\|466.66\|421.98\|65947;2026-08-21\|429.58\|-0.79\|428.43\|455.60\|419.04\|47080;2026-08-24\|426.15\|-0.80\|432.00\|439.82\|406.00\|54535;2026-08-25\|415.00\|-2.62\|416.11\|420.00\|396.80\|51520;2026-08-26\|430.60\|3.76\|427.82\|433.00\|406.58\|50344;2026-08-27\|438.60\|1.86\|423.00\|444.44\|412.32\|81809;2026-08-28\|418.80\|-4.51\|434.86\|442.50\|417.15\|44040;2026-08-31\|418.80\|0.00\|402.39\|419.87\|401.18\|37274;2026-09-01\|404.00\|-3.53\|419.00\|421.79\|400.00\|31459;2026-09-02\|389.41\|-3.61\|398.00\|401.88\|389.00\|36734;2026-09-03\|390.00\|0.15\|397.19\|401.58\|379.24\|36109;2026-09-04\|370.80\|-4.92\|396.01\|401.90\|366.58\|46300;2026-09-07\|410.05\|10.59\|377.46\|412.87\|377.00\|52516;2026-09-08\|405.00\|-1.23\|410.00\|419.59\|401.00\|3578539;2026-09-09\|410.69\|1.40\|416.00\|424.68\|410.00\|2207956
122948	修订后的《集成电路布图设计保护条例》对外公布	真空镀膜+苹果链+半导体应用 1、据2025年5月8日机构调研，公司真空镀膜设备已供货苹果产业链，2024年相关销售额8431.93万元，占主营收入16.21%，主要客户包括富士康、比亚迪。 2、据2026年3月31日互动易，公司主要产品或服务为真空镀膜设备以及配套的工艺服务支持，下游应用具体包括智能手机、摄像头、屏幕显示、汽车配件、航空玻璃、磁性材料、半导体电子传感器、精密光学元器件等。	公司的光刻掩膜版设备主要应用于集成电路、平板显示等领域	2026-04-30\|156.11\|-0.44\|155.01\|159.90\|154.50\|30413;2026-05-06\|163.52\|4.75\|157.33\|172.45\|154.00\|73667;2026-05-07\|165.91\|1.46\|163.29\|168.58\|161.50\|58809;2026-05-08\|170.71\|2.89\|162.97\|178.00\|162.00\|62379;2026-05-11\|179.55\|5.18\|170.71\|181.88\|170.71\|56795;2026-05-12\|199.50\|11.11\|178.33\|201.00\|173.00\|90547;2026-05-13\|194.74\|-2.39\|204.51\|208.00\|190.62\|76190;2026-05-14\|195.15\|0.21\|201.72\|203.00\|184.15\|83247;2026-05-15\|188.58\|-3.37\|191.98\|203.00\|185.64\|64966;2026-05-18\|185.39\|-1.69\|186.08\|192.99\|182.80\|41723;2026-05-19\|193.70\|4.48\|183.13\|195.00\|181.66\|49343;2026-05-20\|205.00\|5.83\|192.50\|216.28\|188.28\|63726;2026-05-21\|187.00\|-8.78\|208.11\|215.80\|183.00\|71794;2026-05-22\|202.30\|8.24\|189.14\|208.00\|185.00\|69541;2026-05-25\|210.50\|4.05\|200.00\|214.97\|199.01\|54781;2026-05-26\|197.50\|-6.18\|209.48\|210.50\|193.02\|50075;2026-05-27\|182.05\|-7.82\|197.88\|200.01\|178.74\|55686;2026-05-28\|193.55\|6.32\|181.50\|195.66\|179.12\|49003;2026-05-29\|177.00\|-8.55\|192.40\|193.55\|175.19\|53542;2026-06-01\|166.49\|-5.94\|175.00\|178.84\|165.33\|44502;2026-06-02\|164.67\|-1.09\|166.00\|169.62\|161.60\|36814;2026-06-03\|163.81\|-0.52\|162.62\|172.00\|160.00\|41205;2026-06-04\|169.73\|3.61\|161.97\|171.80\|160.50\|50792;2026-06-05\|168.20\|-0.90\|171.59\|178.84\|161.00\|68263;2026-06-08\|157.56\|-6.33\|158.62\|165.00\|154.55\|46054;2026-06-09\|162.20\|2.94\|161.16\|165.00\|157.85\|37640;2026-06-10\|157.72\|-2.76\|159.20\|164.20\|155.60\|30610;2026-06-11\|159.00\|0.81\|158.68\|165.55\|157.00\|41631;2026-06-12\|164.16\|3.25\|163.99\|170.10\|162.50\|49478;2026-06-15\|173.12\|5.46\|162.34\|173.80\|158.69\|55040;2026-06-16\|174.61\|0.86\|172.26\|176.77\|165.68\|68299;2026-06-17\|202.00\|15.69\|169.20\|206.01\|167.49\|100435;2026-06-18\|210.61\|4.26\|193.03\|212.98\|193.00\|85514;2026-06-22\|206.58\|-1.91\|214.20\|215.80\|198.36\|58392;2026-06-23\|200.23\|-3.07\|207.00\|209.92\|198.00\|48693;2026-06-24\|200.00\|-0.11\|198.97\|205.00\|194.00\|42429;2026-06-25\|227.01\|13.51\|202.81\|240.00\|200.10\|93293;2026-06-26\|243.80\|7.40\|248.10\|253.35\|234.31\|103446;2026-06-29\|261.12\|7.10\|245.70\|276.28\|245.70\|88113;2026-06-30\|288.64\|10.54\|264.01\|294.50\|264.01\|75519;2026-07-01\|284.80\|-1.33\|286.14\|289.79\|273.78\|66854;2026-07-02\|259.00\|-9.06\|267.75\|277.62\|256.61\|62496;2026-07-03\|250.13\|-3.42\|260.49\|265.57\|247.85\|39472;2026-07-06\|248.25\|-0.75\|250.00\|262.58\|243.00\|42586;2026-07-07\|243.09\|-2.08\|247.45\|250.99\|237.00\|32146;2026-07-08\|251.66\|3.53\|242.67\|259.46\|228.98\|50296;2026-07-09\|274.64\|9.13\|255.01\|276.00\|247.43\|56289;2026-07-10\|273.05\|-0.58\|271.37\|295.00\|271.37\|61907;2026-07-13\|253.54\|-7.15\|267.69\|282.00\|252.91\|43495;2026-07-14\|252.34\|-0.47\|257.61\|262.80\|241.40\|38753;2026-07-15\|241.61\|-4.25\|259.00\|261.55\|236.80\|34678;2026-07-16\|225.45\|-6.69\|231.19\|242.36\|223.21\|38376;2026-07-17\|197.54\|-12.38\|223.33\|224.98\|194.21\|44252;2026-07-20\|169.15\|-14.37\|201.59\|204.99\|163.71\|56250;2026-07-21\|179.92\|6.37\|171.61\|180.00\|150.11\|71963;2026-07-22\|168.50\|-6.35\|178.41\|181.06\|167.66\|51313;2026-07-23\|161.10\|-4.39\|169.54\|173.87\|159.00\|37594;2026-07-24\|159.01\|-1.30\|158.00\|166.64\|156.26\|34968;2026-07-27\|165.29\|3.95\|159.86\|165.86\|153.59\|34573;2026-07-28\|157.04\|-4.99\|176.10\|178.82\|154.95\|88784;2026-07-29\|136.50\|-13.08\|154.16\|155.00\|132.00\|84457;2026-07-30\|118.30\|-13.33\|135.24\|138.66\|117.00\|65101;2026-07-31\|126.14\|6.63\|130.19\|135.48\|126.02\|58327;2026-08-03\|118.71\|-5.89\|126.13\|128.50\|117.20\|46867;2026-08-04\|133.31\|12.30\|120.42\|133.80\|118.58\|46426;2026-08-05\|151.50\|13.64\|131.21\|153.65\|131.21\|68224;2026-08-06\|157.37\|3.87\|148.15\|161.34\|146.88\|75227;2026-08-07\|175.68\|11.63\|158.00\|177.15\|155.50\|66778;2026-08-10\|174.26\|-0.81\|176.23\|179.08\|167.62\|49524;2026-08-11\|173.70\|-0.32\|173.49\|177.58\|169.00\|41056;2026-08-12\|177.04\|1.92\|174.58\|180.39\|173.05\|36652;2026-08-13\|167.47\|-5.41\|180.00\|183.00\|165.50\|52272;2026-08-14\|169.00\|0.91\|170.00\|172.00\|163.80\|34009;2026-08-17\|177.54\|5.05\|169.66\|177.98\|168.22\|33005;2026-08-18\|178.53\|0.56\|177.71\|181.88\|175.77\|39104;2026-08-19\|159.47\|-10.68\|173.42\|174.86\|158.66\|44611;2026-08-20\|160.09\|0.39\|161.04\|164.35\|158.71\|32483;2026-08-21\|168.52\|5.27\|159.58\|173.88\|156.59\|43273;2026-08-24\|174.21\|3.38\|168.45\|178.96\|164.41\|61388;2026-08-25\|170.92\|-1.89\|171.49\|172.66\|161.00\|43996;2026-08-26\|169.27\|-0.97\|172.50\|175.00\|165.50\|35982;2026-08-27\|180.39\|6.57\|165.32\|182.88\|164.09\|51845;2026-08-28\|175.41\|-2.76\|182.92\|182.92\|175.22\|38027;2026-08-31\|189.03\|7.76\|174.66\|192.38\|170.86\|54112;2026-09-01\|173.00\|-8.48\|199.33\|203.33\|171.00\|73511;2026-09-02\|177.12\|2.38\|168.01\|182.50\|161.84\|66320;2026-09-03\|179.20\|1.17\|180.00\|183.35\|175.08\|38117;2026-09-04\|164.16\|-8.39\|179.49\|185.49\|163.02\|54471;2026-09-07\|176.00\|7.21\|165.80\|181.60\|165.30\|61253;2026-09-08\|175.40\|-0.34\|175.41\|178.99\|170.28\|35066;2026-09-09\|173.01\|-1.36\|176.01\|180.97\|173.01\|18569
122947	修订后的《集成电路布图设计保护条例》对外公布	涨停揭秘：LongCat-2.0实现国产算力全栈训练，推动AI服务器电源管理模块国产化替代加速，公司作为行业龙头直接受益；涨停缘由：公司为国内电源管理芯片龙头，产品已进入多家国产GPU及AI服务器厂商供应链，适配高功率密度、多路稳压等AI硬件需求；资金逻辑：国产算力验证成功后，资金从纯概念向具备实际供货能力的芯片设计企业迁移，板块成交额达4.76亿元显示交投活跃；风险提示：AI服务器电源芯片认证周期长，大规模放量仍需时间，短期业绩支撑偏弱	公司为国内电源管理和驱动芯片龙头	2026-04-30\|83.90\|7.85\|77.60\|85.86\|76.99\|97971;2026-05-06\|83.25\|-0.77\|86.94\|88.62\|82.77\|106128;2026-05-07\|82.86\|-0.47\|83.79\|84.88\|81.50\|69227;2026-05-08\|82.03\|-1.00\|82.00\|85.00\|81.18\|49516;2026-05-11\|87.10\|6.18\|81.97\|88.00\|78.58\|149014;2026-05-12\|93.92\|7.83\|87.00\|95.08\|84.88\|162461;2026-05-13\|90.45\|-3.69\|90.50\|91.91\|88.90\|99788;2026-05-14\|91.10\|0.72\|91.96\|94.89\|90.52\|83639;2026-05-15\|90.53\|-0.63\|91.82\|97.59\|89.70\|106358;2026-05-18\|87.20\|-3.68\|90.53\|90.53\|86.30\|79470;2026-05-19\|93.28\|6.97\|86.91\|95.55\|84.30\|98177;2026-05-20\|93.78\|0.54\|92.35\|94.77\|90.70\|69536;2026-05-21\|89.50\|-4.56\|94.89\|96.67\|88.88\|89221;2026-05-22\|91.00\|1.68\|89.50\|93.28\|88.81\|54830;2026-05-25\|93.96\|3.25\|91.61\|105.38\|91.23\|135209;2026-05-26\|92.70\|-1.34\|92.18\|93.93\|89.00\|95407;2026-05-27\|90.17\|-2.73\|93.17\|99.00\|89.38\|109180;2026-05-28\|95.76\|6.20\|89.18\|99.00\|89.01\|126128;2026-05-29\|97.03\|1.33\|97.67\|103.00\|89.76\|155227;2026-06-01\|94.76\|-2.34\|95.45\|101.39\|92.10\|110668;2026-06-02\|92.80\|-2.07\|94.47\|96.99\|90.60\|75854;2026-06-03\|88.00\|-5.17\|93.00\|96.99\|85.37\|140060;2026-06-04\|87.10\|-1.02\|87.36\|91.90\|85.28\|75391;2026-06-05\|83.20\|-4.48\|85.74\|85.74\|81.50\|77711;2026-06-08\|78.40\|-5.77\|79.00\|81.43\|77.01\|49586;2026-06-09\|87.03\|11.65\|79.24\|89.66\|79.20\|82770;2026-06-10\|87.00\|-0.03\|86.00\|91.30\|85.73\|58452;2026-06-11\|88.15\|1.32\|86.50\|92.45\|86.50\|66368;2026-06-12\|85.30\|-3.23\|92.00\|93.19\|84.40\|70899;2026-06-15\|88.40\|3.63\|86.00\|88.72\|83.59\|66467;2026-06-16\|96.00\|8.60\|88.40\|98.89\|88.23\|111193;2026-06-17\|92.22\|-3.94\|93.50\|94.70\|91.20\|81834;2026-06-18\|90.10\|-2.30\|93.26\|94.10\|89.21\|86374;2026-06-22\|88.75\|-1.50\|91.40\|94.88\|87.36\|112773;2026-06-23\|88.37\|-0.43\|88.00\|92.28\|86.11\|70725;2026-06-24\|86.11\|-2.56\|87.14\|89.25\|83.03\|85726;2026-06-25\|85.40\|-0.82\|86.11\|90.10\|84.01\|83427;2026-06-26\|82.11\|-3.85\|83.61\|85.29\|80.00\|64005;2026-06-29\|82.95\|1.02\|83.49\|87.78\|78.51\|76022;2026-06-30\|92.96\|12.07\|83.49\|93.68\|81.90\|106527;2026-07-01\|91.10\|-2.00\|93.72\|97.44\|89.80\|81504;2026-07-02\|89.00\|-2.31\|88.02\|97.75\|84.00\|87376;2026-07-03\|86.00\|-3.37\|88.03\|91.45\|85.61\|61194;2026-07-06\|84.39\|-1.87\|86.74\|88.82\|80.37\|62000;2026-07-07\|83.98\|-0.49\|83.51\|85.79\|80.18\|51473;2026-07-08\|98.09\|16.80\|85.00\|100.78\|80.09\|203923;2026-07-09\|101.00\|2.97\|98.00\|102.00\|93.11\|163483;2026-07-10\|89.18\|-11.70\|102.00\|103.48\|89.03\|128634;2026-07-13\|81.68\|-8.41\|87.45\|92.45\|81.00\|84051;2026-07-14\|78.01\|-4.49\|81.68\|82.63\|74.50\|90723;2026-07-15\|76.35\|-2.13\|79.99\|82.66\|74.60\|93662;2026-07-16\|69.80\|-8.58\|74.82\|76.96\|69.50\|75629;2026-07-17\|60.38\|-13.50\|69.20\|69.80\|60.00\|85351;2026-07-20\|61.00\|1.03\|65.00\|70.00\|58.70\|117628;2026-07-21\|68.12\|11.67\|62.19\|68.34\|55.97\|124617;2026-07-22\|69.49\|2.01\|67.50\|75.34\|66.00\|122868;2026-07-23\|66.00\|-5.02\|70.25\|71.60\|65.00\|70044;2026-07-24\|67.69\|2.56\|64.22\|71.77\|63.01\|90379;2026-07-27\|72.01\|6.38\|70.00\|72.55\|66.50\|79684;2026-07-28\|66.02\|-8.32\|69.88\|71.90\|64.80\|88000;2026-07-29\|62.72\|-5.00\|69.70\|70.41\|60.25\|106445;2026-07-30\|58.12\|-7.33\|61.47\|62.30\|55.00\|101980;2026-07-31\|65.09\|11.99\|62.23\|69.50\|62.23\|128001;2026-08-03\|60.50\|-7.05\|64.21\|64.99\|58.58\|79392;2026-08-04\|67.95\|12.31\|61.00\|69.45\|59.69\|111323;2026-08-05\|73.78\|8.58\|68.00\|75.95\|68.00\|86505;2026-08-06\|77.45\|4.97\|73.34\|79.50\|72.10\|85394;2026-08-07\|86.94\|12.25\|77.00\|88.50\|76.45\|109546;2026-08-10\|87.50\|0.64\|86.65\|87.87\|83.22\|73047;2026-08-11\|83.28\|-4.82\|87.06\|87.70\|83.18\|59980;2026-08-12\|83.30\|0.02\|83.28\|84.48\|82.00\|54615;2026-08-13\|82.25\|-1.26\|84.21\|86.88\|81.93\|55547;2026-08-14\|84.98\|3.32\|83.07\|85.56\|82.60\|56215;2026-08-17\|96.78\|13.89\|85.83\|97.50\|85.83\|130590;2026-08-18\|94.22\|-2.65\|96.52\|97.72\|91.50\|107125;2026-08-19\|82.13\|-12.83\|90.61\|91.74\|81.02\|96922;2026-08-20\|83.35\|1.49\|83.43\|86.90\|81.04\|70544;2026-08-21\|85.40\|2.46\|83.35\|88.70\|83.35\|62947;2026-08-24\|81.50\|-4.57\|86.53\|86.53\|78.38\|71299;2026-08-25\|85.44\|4.83\|79.70\|89.11\|79.00\|99994;2026-08-26\|88.48\|3.56\|86.29\|89.08\|83.30\|70460;2026-08-27\|90.79\|2.61\|88.00\|91.91\|87.28\|90611;2026-08-28\|86.38\|-4.86\|90.70\|90.70\|86.26\|57968;2026-08-31\|89.64\|3.77\|83.70\|89.80\|83.55\|63167;2026-09-01\|85.28\|-4.86\|91.50\|92.29\|84.52\|61495;2026-09-02\|84.28\|-1.17\|83.94\|87.00\|81.81\|54664;2026-09-03\|87.68\|4.03\|90.55\|91.98\|86.00\|76775;2026-09-04\|82.89\|-5.46\|90.28\|90.77\|82.21\|72889;2026-09-07\|86.52\|4.38\|83.81\|87.87\|83.58\|68012;2026-09-08\|84.55\|-2.28\|86.23\|88.88\|83.07\|5725696;2026-09-09\|83.11\|-1.70\|85.08\|85.94\|82.65\|2664456
122946	修订后的《集成电路布图设计保护条例》对外公布	超纯水+存储芯片+盐湖提锂+生命科学行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年4月23日年报，公司为国内领先的存储芯片制造商稳定供应电子级超纯水树脂，产品在多条产线实现常态化应用，进一步巩固了电子级超纯水领域的竞争优势。 2、据2026年4月23日年报，公司盐湖提锂重点项目国能矿业结则茶卡3300吨产线试运行成功，工艺能耗及产品指标均符合设计要求；据2026年5月20日互动易，2026年一季度提锂大项目确认收入2800万元。 3、据2026年5月20日互动易，公司固相合成载体全球市占率约80%，深度绑定默克、诺和诺德等国际巨头；2026年生命科学领域小核酸载体、多肽载体产品依然具备良好市场地位，预计该业务板块将保持良好增长。	1、公司为国内领先的存储芯片制造商稳定供应电子级超纯水树脂，产品在多条产线实现常态化应用，进一步巩固了电子级超纯水领域的竞争优势； 2、国内吸附树脂龙头，专注吸附分离材料，年产树脂1.5万吨，提供吸附分离装置百余套；设备可用于盐湖提锂；藏格项目已完成8条线的运行调试并取得客户验收确认	2026-04-30\|63.75\|-1.94\|64.98\|65.20\|63.32\|32485;2026-05-06\|65.10\|2.12\|64.46\|65.97\|64.10\|40575;2026-05-07\|65.29\|0.29\|65.10\|65.90\|64.25\|42458;2026-05-08\|64.59\|-1.07\|64.88\|65.55\|63.59\|39656;2026-05-11\|63.16\|-2.21\|64.59\|64.94\|63.02\|45118;2026-05-12\|62.86\|-0.47\|63.20\|63.60\|62.00\|35579;2026-05-13\|63.18\|0.51\|62.90\|63.81\|62.35\|36669;2026-05-14\|61.67\|-2.39\|63.20\|63.97\|61.40\|51813;2026-05-15\|60.48\|-1.93\|62.24\|62.40\|59.89\|47425;2026-05-18\|60.00\|-0.79\|60.10\|60.70\|58.50\|37006;2026-05-19\|60.25\|0.42\|59.86\|60.98\|59.00\|28129;2026-05-20\|62.03\|2.95\|60.01\|62.72\|59.60\|43070;2026-05-21\|60.27\|-2.84\|61.68\|63.34\|60.27\|45926;2026-05-22\|60.95\|1.13\|60.88\|61.28\|59.88\|31621;2026-05-25\|60.30\|-1.07\|60.95\|61.17\|59.20\|30042;2026-05-26\|60.35\|0.08\|60.29\|61.65\|59.63\|36696;2026-05-27\|59.87\|-0.80\|61.01\|61.77\|59.46\|36803;2026-05-28\|61.15\|2.14\|59.80\|61.79\|58.53\|50876;2026-05-29\|59.99\|-1.90\|61.73\|62.28\|59.66\|47321;2026-06-01\|58.98\|-1.68\|60.05\|60.46\|58.55\|36211;2026-06-02\|56.86\|-3.59\|59.05\|59.19\|56.77\|51232;2026-06-03\|56.03\|-1.46\|56.78\|58.25\|54.80\|64181;2026-06-04\|54.77\|-2.25\|55.52\|56.03\|54.32\|36789;2026-06-05\|53.76\|-1.84\|54.99\|54.99\|52.40\|54539;2026-06-08\|49.46\|-8.00\|52.33\|53.37\|49.18\|93691;2026-06-09\|52.55\|6.25\|50.35\|52.73\|48.39\|103323;2026-06-10\|51.12\|-2.72\|52.20\|52.20\|50.48\|46385;2026-06-11\|52.45\|2.60\|50.50\|54.20\|50.35\|90249;2026-06-12\|53.32\|1.66\|53.38\|54.40\|52.61\|67025;2026-06-15\|54.58\|2.36\|53.64\|55.55\|53.33\|66480;2026-06-16\|55.72\|2.09\|55.01\|56.65\|53.80\|62660;2026-06-17\|55.65\|-0.13\|55.16\|56.98\|55.07\|46424;2026-06-18\|55.56\|-0.16\|55.40\|56.70\|54.54\|51054;2026-06-22\|62.00\|11.59\|55.40\|63.28\|53.55\|146178;2026-06-23\|58.50\|-5.65\|61.65\|63.20\|58.00\|105590;2026-06-24\|60.60\|3.59\|58.38\|61.05\|58.15\|94508;2026-06-25\|60.15\|-0.74\|60.59\|62.50\|60.00\|81586;2026-06-26\|56.29\|-6.42\|60.82\|60.85\|56.00\|88849;2026-06-29\|56.80\|0.91\|56.29\|57.00\|54.82\|77114;2026-06-30\|58.85\|3.61\|56.75\|59.58\|55.91\|101609;2026-07-01\|70.62\|20.00\|62.40\|70.62\|61.66\|196774;2026-07-02\|67.67\|-4.18\|69.00\|72.94\|67.05\|265564;2026-07-03\|74.58\|10.49\|69.81\|76.76\|68.30\|229136;2026-07-06\|72.20\|-3.19\|75.07\|75.47\|71.28\|148461;2026-07-07\|69.55\|-3.67\|72.39\|73.40\|68.70\|104823;2026-07-08\|67.40\|-3.09\|70.79\|72.09\|66.78\|89985;2026-07-09\|70.98\|5.31\|68.01\|72.38\|66.74\|131257;2026-07-10\|80.89\|13.96\|75.01\|85.17\|74.35\|290244;2026-07-13\|80.08\|-1.00\|77.30\|84.93\|77.30\|324719;2026-07-14\|74.00\|-7.59\|78.36\|78.49\|70.68\|262781;2026-07-15\|72.84\|-1.57\|74.00\|75.50\|71.80\|164591;2026-07-16\|71.90\|-1.29\|72.58\|75.33\|70.00\|164883;2026-07-17\|64.52\|-10.26\|70.53\|71.82\|64.52\|194717;2026-07-20\|64.80\|0.43\|65.82\|66.39\|60.01\|209196;2026-07-21\|65.13\|0.51\|65.55\|67.30\|60.63\|183640;2026-07-22\|65.77\|0.98\|64.35\|67.13\|62.35\|127058;2026-07-23\|63.49\|-3.47\|65.00\|65.99\|62.70\|93998;2026-07-24\|61.60\|-2.98\|62.47\|64.26\|61.08\|100343;2026-07-27\|63.53\|3.13\|61.32\|63.60\|60.22\|90219;2026-07-28\|60.34\|-5.02\|62.45\|62.89\|60.06\|78542;2026-07-29\|59.35\|-1.64\|60.39\|61.11\|57.04\|121525;2026-07-30\|56.04\|-5.58\|58.84\|59.25\|55.70\|101407;2026-07-31\|58.57\|4.51\|58.60\|60.80\|57.91\|102374;2026-08-03\|56.45\|-3.62\|58.36\|58.56\|56.16\|52497;2026-08-04\|63.42\|12.35\|56.93\|64.43\|56.51\|126131;2026-08-05\|64.08\|1.04\|62.78\|65.05\|62.19\|76934;2026-08-06\|64.55\|0.73\|63.76\|66.30\|63.56\|60623;2026-08-07\|68.71\|6.44\|64.35\|69.18\|63.72\|97021;2026-08-10\|69.79\|1.57\|69.98\|71.07\|68.60\|76514;2026-08-11\|67.74\|-2.94\|69.51\|69.52\|67.21\|71405;2026-08-12\|67.30\|-0.65\|67.40\|68.31\|66.85\|64664;2026-08-13\|66.58\|-1.07\|67.98\|68.87\|66.41\|66015;2026-08-14\|66.70\|0.18\|66.50\|68.30\|65.91\|38441;2026-08-17\|69.91\|4.81\|66.91\|70.12\|66.81\|71509;2026-08-18\|68.86\|-1.50\|69.46\|69.90\|68.06\|45571;2026-08-19\|64.68\|-6.07\|67.50\|68.36\|64.30\|56171;2026-08-20\|69.96\|8.16\|66.50\|72.34\|66.50\|148679;2026-08-21\|66.89\|-4.39\|69.05\|69.67\|66.03\|96873;2026-08-24\|63.24\|-5.46\|66.89\|67.10\|62.43\|64127;2026-08-25\|62.63\|-0.96\|62.97\|63.11\|60.11\|52724;2026-08-26\|62.38\|-0.40\|62.70\|64.01\|62.10\|35229;2026-08-27\|63.50\|1.80\|62.60\|63.75\|62.20\|36752;2026-08-28\|63.19\|-0.49\|63.16\|64.50\|63.03\|37824;2026-08-31\|62.97\|-0.35\|62.40\|63.43\|61.50\|39593;2026-09-01\|60.79\|-3.46\|63.00\|63.59\|60.41\|38542;2026-09-02\|59.88\|-1.50\|60.19\|60.69\|59.50\|41618;2026-09-03\|62.08\|3.67\|59.84\|62.48\|59.50\|47434;2026-09-04\|61.23\|-1.37\|62.69\|63.80\|60.89\|40351;2026-09-07\|63.02\|2.92\|61.26\|63.55\|60.52\|52838;2026-09-08\|63.00\|-0.03\|63.65\|64.50\|61.85\|41517;2026-09-09\|66.35\|5.32\|63.00\|66.88\|62.11\|52729
122945	修订后的《集成电路布图设计保护条例》对外公布	AI算力订单+半导体IP+Chiplet 行业原因： 1、寒武纪、兆易创新等龙头一季度业绩高增，芯原股份AI算力订单占比超九成，景气度验证。 2、长江证券表示，当前国产模型进入需求时代，能力持续提升的同时加快芯片与模型的适配。国产算力将迎来具备实际应用价值的关键拐点，看好国产模型与算力的全面共振。公司原因： 1、据2026年4月30日《2026年第一季度报告》，公司2026年1-4月新签订单82.40亿元，其中AI算力相关订单占比91.37%，数据处理领域订单占比90.15%，主要来自云侧AI ASIC及IP。 2、据2026年3月31日《2025年年度报告》，公司半导体IP授权业务2024年市占率中国大陆第一、全球第八，知识产权授权使用费收入全球第六。 3、据2026年3月31日《2025年年度报告》及2026年4月20日投资者关系活动记录表，公司持续推进“IP芯片化、芯片平台化、平台生态化”的Chiplet技术研发与产业化，已在AIGC及智驾赛道实现领跑。	国内领先的芯片设计供应商	2026-04-30\|280.88\|20.00\|260.00\|280.88\|260.00\|409052;2026-05-06\|278.60\|-0.81\|292.00\|296.96\|278.20\|476452;2026-05-07\|275.00\|-1.29\|275.00\|278.50\|266.00\|384731;2026-05-08\|262.00\|-4.73\|271.00\|273.97\|260.16\|309677;2026-05-11\|267.40\|2.06\|272.00\|278.63\|262.30\|334999;2026-05-12\|271.99\|1.72\|263.60\|280.98\|261.10\|298723;2026-05-13\|277.50\|2.03\|262.44\|278.20\|256.50\|307263;2026-05-14\|265.91\|-4.18\|282.00\|286.80\|265.91\|255682;2026-05-15\|252.60\|-5.01\|263.00\|272.00\|249.00\|275514;2026-05-18\|259.50\|2.73\|248.00\|265.00\|248.00\|187821;2026-05-19\|299.91\|15.57\|257.37\|301.00\|252.78\|405588;2026-05-20\|294.79\|-1.71\|295.00\|299.80\|291.01\|228070;2026-05-21\|273.54\|-7.21\|303.03\|303.55\|271.11\|238146;2026-05-22\|275.75\|0.81\|280.00\|282.60\|270.00\|182502;2026-05-25\|286.27\|3.81\|273.94\|289.85\|266.00\|247556;2026-05-26\|266.15\|-7.03\|289.20\|289.36\|259.31\|266150;2026-05-27\|252.45\|-5.15\|266.50\|271.60\|248.02\|254342;2026-05-28\|264.95\|4.95\|250.00\|269.95\|247.01\|244731;2026-05-29\|246.84\|-6.84\|260.01\|264.95\|241.77\|220412;2026-06-01\|227.30\|-7.92\|248.50\|248.50\|226.60\|201059;2026-06-02\|235.40\|3.56\|230.93\|243.97\|221.31\|223936;2026-06-03\|240.45\|2.15\|241.99\|256.51\|236.80\|286907;2026-06-04\|243.10\|1.10\|232.99\|248.56\|232.06\|200742;2026-06-05\|225.20\|-7.36\|236.10\|238.23\|224.99\|227501;2026-06-08\|213.00\|-5.42\|208.01\|217.63\|208.00\|194001;2026-06-09\|227.52\|6.82\|218.00\|229.63\|213.44\|190914;2026-06-10\|228.52\|0.44\|224.67\|241.34\|224.00\|198458;2026-06-11\|229.76\|0.54\|227.25\|231.37\|222.00\|146694;2026-06-12\|223.13\|-2.89\|239.00\|239.98\|222.20\|234121;2026-06-15\|237.12\|6.27\|228.00\|238.47\|226.63\|232837;2026-06-16\|249.10\|5.05\|239.00\|254.58\|233.38\|228010;2026-06-17\|257.46\|3.36\|245.50\|262.90\|241.50\|211808;2026-06-18\|274.00\|6.42\|261.00\|280.30\|258.00\|288613;2026-06-22\|284.00\|3.65\|274.18\|288.80\|268.00\|280462;2026-06-23\|285.00\|0.35\|278.00\|290.61\|272.12\|262077;2026-06-24\|300.90\|5.58\|282.00\|308.00\|279.66\|293405;2026-06-25\|338.05\|12.35\|300.02\|350.88\|295.31\|331962;2026-06-26\|336.00\|-0.61\|330.01\|347.78\|321.85\|267228;2026-06-29\|362.00\|7.74\|344.10\|362.30\|337.60\|281302;2026-06-30\|371.14\|2.52\|360.00\|375.67\|350.09\|249240;2026-07-01\|342.10\|-7.82\|368.00\|373.80\|338.99\|290368;2026-07-02\|309.50\|-9.53\|321.18\|337.20\|306.87\|295280;2026-07-03\|303.00\|-2.10\|304.00\|320.24\|301.00\|214841;2026-07-06\|299.39\|-1.19\|308.16\|308.20\|287.00\|213120;2026-07-07\|305.26\|1.96\|301.00\|322.31\|297.50\|221733;2026-07-08\|309.50\|1.39\|324.00\|333.72\|307.11\|256981;2026-07-09\|328.56\|6.16\|315.00\|329.53\|306.00\|246624;2026-07-10\|292.00\|-11.13\|321.99\|326.89\|291.99\|312672;2026-07-13\|271.54\|-7.01\|285.71\|299.00\|266.82\|232114;2026-07-14\|270.33\|-0.45\|272.82\|275.49\|254.01\|216377;2026-07-15\|252.98\|-6.42\|272.30\|275.00\|251.10\|166142;2026-07-16\|243.56\|-3.72\|248.00\|258.30\|240.88\|160958;2026-07-17\|231.60\|-4.91\|251.05\|255.39\|230.09\|300678;2026-07-20\|225.00\|-2.85\|240.22\|242.00\|211.54\|275056;2026-07-21\|244.70\|8.76\|228.28\|248.89\|203.67\|310004;2026-07-22\|239.47\|-2.14\|239.90\|258.89\|237.50\|243560;2026-07-23\|223.00\|-6.88\|243.30\|244.89\|221.63\|189315;2026-07-24\|221.80\|-0.54\|217.00\|228.38\|216.72\|143461;2026-07-27\|224.59\|1.26\|221.80\|227.50\|214.00\|121961;2026-07-28\|205.41\|-8.54\|216.01\|221.89\|204.00\|159057;2026-07-29\|192.02\|-6.52\|205.35\|208.30\|182.00\|230626;2026-07-30\|170.21\|-11.36\|191.76\|195.50\|170.21\|239343;2026-07-31\|193.00\|13.39\|187.79\|202.00\|187.79\|258289;2026-08-03\|184.09\|-4.62\|190.18\|196.00\|183.50\|160411;2026-08-04\|207.09\|12.49\|189.00\|209.98\|185.00\|201576;2026-08-05\|215.16\|3.90\|213.00\|219.46\|205.06\|230530;2026-08-06\|217.17\|0.93\|210.00\|220.20\|207.00\|166960;2026-08-07\|230.50\|6.14\|215.23\|231.97\|214.01\|203622;2026-08-10\|212.75\|-7.70\|227.00\|227.98\|210.28\|211995;2026-08-11\|211.51\|-0.58\|208.76\|216.30\|207.69\|119341;2026-08-12\|211.40\|-0.05\|210.00\|215.69\|206.00\|160499;2026-08-13\|206.07\|-2.52\|216.01\|219.84\|205.88\|168570;2026-08-14\|207.28\|0.59\|210.90\|211.98\|203.52\|124766;2026-08-17\|226.30\|9.18\|208.29\|226.66\|205.85\|216096;2026-08-18\|213.30\|-5.74\|215.01\|222.28\|208.66\|321301;2026-08-19\|185.29\|-13.13\|207.13\|207.64\|183.00\|273519;2026-08-20\|178.37\|-3.73\|188.17\|189.50\|176.01\|221174;2026-08-21\|178.38\|0.01\|177.97\|182.92\|175.00\|141932;2026-08-24\|168.66\|-5.45\|176.60\|178.38\|164.60\|164570;2026-08-25\|164.49\|-2.47\|166.33\|168.00\|161.37\|144634;2026-08-26\|180.50\|9.73\|165.00\|182.00\|163.33\|259954;2026-08-27\|193.70\|7.31\|180.15\|196.36\|178.80\|269871;2026-08-28\|186.90\|-3.51\|193.17\|196.85\|186.25\|182185;2026-08-31\|200.26\|7.15\|182.01\|200.60\|180.56\|223883;2026-09-01\|192.40\|-3.92\|199.92\|200.43\|191.40\|148009;2026-09-02\|193.60\|0.62\|188.00\|197.92\|186.50\|180426;2026-09-03\|191.32\|-1.18\|196.43\|198.60\|189.07\|116132;2026-09-04\|183.77\|-3.95\|194.10\|194.99\|181.14\|146586;2026-09-07\|185.78\|1.09\|186.00\|187.92\|181.08\|147451;2026-09-08\|190.88\|2.75\|185.36\|200.50\|185.02\|22915011;2026-09-09\|189.52\|-0.71\|196.09\|203.58\|189.31\|11080231
122944	修订后的《集成电路布图设计保护条例》对外公布	涨停揭秘：受苹果寻求从长鑫采购内存芯片催化，国产芯片设备链情绪升温；涨停缘由：公司为半导体前道温控及废气处理设备核心供应商，已导入长江存储、中芯国际等头部晶圆厂，直接受益于国产存储扩产及设备自主替代加速；资金逻辑：主力资金连续多日净流入，6月29日板块领涨，单日涨13.82%，成交额放大至19.78亿元，融资余额升至3.9亿元，机构密集给予买入评级；风险提示：滚动市盈率207.77倍显著高于行业均值48.36倍，股价短期涨幅过大存在回调风险	公司主要从事半导体专用设备的研产销，主营产品包括半导体专用温控设备（Chiller）、半导体专用工艺废气处理设备（Local Scrubber）和晶圆传片设备（Sorter）	2026-04-30\|120.80\|3.42\|116.95\|123.77\|115.06\|60982;2026-05-06\|121.51\|0.59\|124.00\|127.49\|119.11\|67580;2026-05-07\|124.80\|2.71\|121.80\|126.68\|120.12\|64957;2026-05-08\|125.80\|0.80\|124.00\|127.27\|123.02\|52863;2026-05-11\|138.73\|10.28\|128.00\|144.21\|125.23\|117106;2026-05-12\|142.06\|2.40\|138.62\|143.67\|134.78\|81857;2026-05-13\|152.00\|7.00\|139.80\|159.95\|136.80\|86737;2026-05-14\|149.80\|-1.45\|150.00\|155.99\|145.05\|73669;2026-05-15\|158.94\|6.10\|149.71\|170.00\|148.05\|109028;2026-05-18\|158.83\|-0.07\|161.70\|174.00\|156.80\|112214;2026-05-19\|166.29\|4.70\|158.09\|170.00\|156.00\|91545;2026-05-20\|171.33\|3.03\|169.00\|175.69\|161.80\|91472;2026-05-21\|157.00\|-8.36\|172.00\|176.66\|154.00\|124209;2026-05-22\|153.80\|-2.04\|157.00\|159.00\|151.00\|83867;2026-05-25\|154.50\|0.46\|154.84\|164.30\|151.60\|95539;2026-05-26\|149.80\|-3.04\|154.00\|154.00\|145.50\|64984;2026-05-27\|144.92\|-3.26\|151.60\|152.00\|142.81\|67816;2026-05-28\|144.50\|-0.29\|143.97\|145.90\|141.36\|51412;2026-05-29\|135.53\|-6.21\|145.30\|145.90\|134.30\|68776;2026-06-01\|130.80\|-3.49\|135.87\|136.88\|129.87\|54594;2026-06-02\|130.75\|-0.04\|131.56\|133.80\|126.52\|56344;2026-06-03\|131.61\|0.66\|132.00\|134.82\|129.58\|60460;2026-06-04\|133.07\|1.11\|129.84\|135.52\|128.02\|59224;2026-06-05\|128.27\|-3.61\|130.30\|133.25\|127.50\|55419;2026-06-08\|123.40\|-3.80\|123.00\|129.57\|121.05\|44482;2026-06-09\|130.86\|6.05\|125.44\|132.97\|123.80\|48464;2026-06-10\|135.20\|3.32\|128.18\|136.75\|128.18\|80410;2026-06-11\|136.95\|1.29\|134.06\|138.80\|132.66\|68171;2026-06-12\|135.18\|-1.29\|144.00\|146.62\|134.18\|96909;2026-06-15\|143.00\|5.78\|136.47\|143.54\|132.52\|65009;2026-06-16\|150.01\|4.90\|146.96\|152.99\|141.54\|91480;2026-06-17\|157.68\|5.11\|149.00\|157.68\|144.07\|90793;2026-06-18\|154.30\|-2.14\|157.00\|158.98\|152.10\|88921;2026-06-22\|151.99\|-1.50\|154.42\|158.08\|146.21\|74348;2026-06-23\|151.90\|-0.06\|150.11\|156.97\|147.00\|70309;2026-06-24\|161.40\|6.25\|149.53\|162.77\|148.00\|89665;2026-06-25\|163.57\|1.34\|164.70\|167.91\|159.36\|85562;2026-06-26\|170.36\|4.15\|162.00\|176.00\|161.71\|84042;2026-06-29\|196.01\|15.06\|179.00\|197.77\|178.00\|118680;2026-06-30\|200.17\|2.12\|193.00\|206.88\|192.51\|98904;2026-07-01\|225.00\|12.40\|214.20\|240.20\|201.52\|170360;2026-07-02\|196.86\|-12.51\|200.90\|214.90\|192.58\|156655;2026-07-03\|193.49\|-1.71\|191.76\|198.56\|183.01\|95648;2026-07-06\|202.79\|4.81\|197.00\|208.03\|185.01\|139165;2026-07-07\|215.50\|6.27\|196.71\|218.61\|195.11\|110982;2026-07-08\|223.51\|3.72\|213.35\|233.56\|200.38\|135279;2026-07-09\|230.55\|3.15\|233.00\|235.00\|211.95\|129651;2026-07-10\|208.00\|-9.78\|225.00\|233.87\|205.21\|116084;2026-07-13\|190.90\|-8.22\|196.66\|212.00\|189.00\|85496;2026-07-14\|190.84\|-0.03\|190.61\|196.60\|180.10\|78356;2026-07-15\|177.00\|-7.25\|194.66\|197.87\|175.05\|75255;2026-07-16\|165.30\|-6.61\|170.00\|177.00\|163.29\|62710;2026-07-17\|153.39\|-7.21\|162.88\|167.81\|152.95\|74545;2026-07-20\|140.38\|-8.48\|158.00\|158.00\|137.03\|77413;2026-07-21\|163.00\|16.11\|143.03\|163.81\|129.49\|98699;2026-07-22\|155.18\|-4.80\|160.93\|166.66\|153.26\|76391;2026-07-23\|146.40\|-5.66\|157.05\|159.95\|145.00\|57156;2026-07-24\|150.64\|2.90\|144.00\|157.00\|142.01\|67032;2026-07-27\|153.39\|1.83\|152.89\|155.81\|143.00\|64547;2026-07-28\|142.79\|-6.91\|149.53\|156.72\|140.50\|55419;2026-07-29\|138.31\|-3.14\|142.00\|146.99\|129.57\|82884;2026-07-30\|124.55\|-9.87\|136.08\|138.70\|122.67\|68349;2026-07-31\|128.38\|3.08\|136.00\|138.20\|128.00\|76499;2026-08-03\|114.14\|-11.09\|127.66\|127.68\|113.85\|70648;2026-08-04\|128.45\|12.54\|115.85\|130.56\|114.02\|80466;2026-08-05\|139.50\|8.60\|128.00\|141.62\|127.00\|91026;2026-08-06\|140.29\|0.57\|134.37\|144.33\|131.73\|64665;2026-08-07\|149.71\|6.71\|140.30\|150.94\|139.00\|68338;2026-08-10\|160.70\|7.34\|155.00\|167.00\|150.06\|91501;2026-08-11\|152.62\|-5.03\|158.97\|161.85\|150.01\|64969;2026-08-12\|156.13\|2.30\|156.00\|161.58\|154.04\|51745;2026-08-13\|151.43\|-3.01\|161.20\|161.20\|150.50\|49872;2026-08-14\|152.95\|1.00\|153.61\|156.50\|148.58\|38625;2026-08-17\|162.80\|6.44\|152.91\|163.20\|150.50\|57472;2026-08-18\|162.63\|-0.10\|163.35\|166.00\|158.88\|52722;2026-08-19\|142.31\|-12.49\|158.68\|161.06\|140.00\|89990;2026-08-20\|145.04\|1.92\|144.82\|148.80\|142.00\|57053;2026-08-21\|143.48\|-1.08\|147.62\|149.00\|140.01\|51996;2026-08-24\|148.58\|3.55\|149.70\|153.88\|145.25\|71553;2026-08-25\|143.57\|-3.37\|146.00\|147.00\|137.81\|49010;2026-08-26\|148.05\|3.12\|144.00\|150.71\|141.00\|46876;2026-08-27\|154.91\|4.63\|151.01\|155.88\|146.56\|42700;2026-08-28\|149.51\|-3.49\|153.32\|155.47\|149.51\|30999;2026-08-31\|145.07\|-2.97\|144.00\|146.83\|138.25\|72640;2026-09-01\|138.00\|-4.87\|145.51\|145.79\|137.75\|52449;2026-09-02\|133.90\|-2.97\|133.38\|136.00\|131.20\|42420;2026-09-03\|132.96\|-0.70\|136.83\|136.83\|130.30\|29110;2026-09-04\|127.07\|-4.43\|134.99\|135.13\|126.01\|35045;2026-09-07\|132.72\|4.45\|128.96\|134.17\|128.20\|40167;2026-09-08\|130.70\|-1.52\|133.00\|134.48\|129.28\|3169339;2026-09-09\|129.08\|-1.24\|133.31\|133.31\|129.00\|1107248
122943	修订后的《集成电路布图设计保护条例》对外公布	射频前端芯片+5G射频+三星订单+Phase8L量产 1、据2026年4月29日年报，公司Phase8L全集成L-PAMiD模组已在三星等头部品牌高端旗舰机型规模量产，预计2026年出货量继续增加。 2、据2026年5月6日投资者活动记录表，2026年一季度5G模组收入占比升至约70%，海外安卓客户订单同步放量，推动营收同比增56.87%。 3、据2026年4月29日年报，公司射频前端模组已批量应用于三星、vivo、小米、OPPO、荣耀等国内外头部智能手机及一线ODM厂商，产品覆盖2G-5G全频段。 4、公司是一家为智能手机、物联网等领域提供射频前端芯片的设计公司，主营业务为射频前端芯片及模组的研发、设计和销售。	公司是一家为智能手机、物联网等领域提供射频前端的芯片设计公司，主营业务为射频前端芯片及模组的研发、设计和销售	2026-04-30\|12.68\|5.67\|11.99\|12.83\|11.87\|134052;2026-05-06\|13.04\|2.84\|13.00\|13.24\|12.86\|185967;2026-05-07\|13.28\|1.84\|13.13\|13.35\|12.95\|164269;2026-05-08\|13.20\|-0.60\|13.11\|13.23\|12.95\|102423;2026-05-11\|13.63\|3.26\|13.38\|13.66\|13.23\|194720;2026-05-12\|13.52\|-0.81\|13.60\|13.77\|13.34\|141375;2026-05-13\|13.54\|0.15\|13.30\|13.70\|13.22\|140520;2026-05-14\|15.18\|12.11\|13.66\|15.88\|13.48\|466041;2026-05-15\|15.46\|1.84\|14.86\|16.68\|14.83\|536443;2026-05-18\|15.01\|-2.91\|15.01\|15.43\|14.61\|317197;2026-05-19\|15.20\|1.27\|15.01\|15.28\|14.46\|260614;2026-05-20\|15.36\|1.05\|15.22\|15.98\|15.20\|255798;2026-05-21\|14.06\|-8.46\|15.36\|15.57\|13.88\|295142;2026-05-22\|16.87\|19.99\|14.06\|16.87\|13.99\|515214;2026-05-25\|16.53\|-2.02\|17.74\|17.89\|16.03\|490682;2026-05-26\|15.65\|-5.32\|16.37\|16.60\|15.28\|318817;2026-05-27\|15.01\|-4.09\|15.76\|16.22\|14.88\|357351;2026-05-28\|15.26\|1.67\|15.23\|15.33\|14.58\|280710;2026-05-29\|13.84\|-9.31\|15.23\|15.30\|13.70\|345373;2026-06-01\|13.37\|-3.40\|13.70\|14.01\|13.31\|210472;2026-06-02\|13.21\|-1.20\|13.29\|13.57\|13.00\|173533;2026-06-03\|13.44\|1.74\|13.33\|13.75\|13.15\|182482;2026-06-04\|13.39\|-0.37\|13.15\|13.69\|13.10\|155225;2026-06-05\|13.20\|-1.42\|13.50\|13.64\|12.58\|184937;2026-06-08\|12.38\|-6.21\|12.69\|12.99\|12.13\|188351;2026-06-09\|13.79\|11.39\|12.68\|13.90\|12.44\|262940;2026-06-10\|13.26\|-3.84\|13.45\|13.75\|13.09\|169114;2026-06-11\|13.71\|3.39\|13.18\|13.93\|13.09\|225971;2026-06-12\|13.30\|-2.99\|13.98\|14.47\|13.16\|238018;2026-06-15\|13.98\|5.11\|13.39\|13.99\|13.17\|196787;2026-06-16\|14.38\|2.86\|13.90\|14.43\|13.77\|213629;2026-06-17\|14.46\|0.56\|14.11\|14.49\|14.06\|210008;2026-06-18\|15.23\|5.33\|14.44\|15.46\|14.32\|285366;2026-06-22\|14.89\|-2.23\|15.30\|15.34\|14.23\|248133;2026-06-23\|15.20\|2.08\|14.63\|15.44\|14.40\|244153;2026-06-24\|14.97\|-1.51\|14.97\|15.20\|14.53\|204168;2026-06-25\|14.80\|-1.14\|15.08\|15.35\|14.56\|190491;2026-06-26\|14.41\|-2.64\|14.57\|14.90\|14.00\|203080;2026-06-29\|14.54\|0.90\|14.45\|14.79\|13.52\|241249;2026-06-30\|15.97\|9.83\|14.40\|16.03\|14.16\|309765;2026-07-01\|15.84\|-0.81\|16.26\|16.47\|15.69\|254588;2026-07-02\|15.38\|-2.90\|15.31\|16.37\|14.97\|242240;2026-07-03\|14.60\|-5.07\|15.38\|15.60\|14.57\|213473;2026-07-06\|15.58\|6.71\|14.80\|15.98\|14.37\|268675;2026-07-07\|15.85\|1.73\|15.73\|16.42\|15.25\|229631;2026-07-08\|15.61\|-1.51\|15.80\|16.08\|14.77\|203816;2026-07-09\|16.09\|3.08\|15.80\|16.15\|15.26\|226073;2026-07-10\|15.33\|-4.72\|16.00\|16.60\|15.27\|258886;2026-07-13\|14.09\|-8.09\|15.30\|15.66\|13.97\|255075;2026-07-14\|14.68\|4.19\|14.02\|15.14\|13.61\|275417;2026-07-15\|14.46\|-1.50\|14.88\|15.18\|14.06\|181660;2026-07-16\|13.58\|-6.09\|14.12\|14.76\|13.41\|226045;2026-07-17\|12.53\|-7.73\|13.41\|14.02\|12.40\|256001;2026-07-20\|10.99\|-12.29\|12.73\|12.75\|10.60\|233871;2026-07-21\|11.90\|8.28\|11.18\|12.14\|10.20\|237981;2026-07-22\|11.78\|-1.01\|11.80\|12.58\|11.64\|186531;2026-07-23\|11.45\|-2.80\|11.76\|11.88\|11.15\|120358;2026-07-24\|11.16\|-2.53\|11.15\|11.58\|11.06\|119916;2026-07-27\|11.53\|3.32\|11.01\|11.61\|10.77\|107246;2026-07-28\|11.08\|-3.90\|11.27\|11.65\|11.00\|88048;2026-07-29\|11.66\|5.23\|11.03\|11.80\|10.82\|152255;2026-07-30\|11.00\|-5.66\|11.50\|11.65\|10.90\|131979;2026-07-31\|11.32\|2.91\|11.44\|11.71\|11.23\|138482;2026-08-03\|11.18\|-1.24\|11.35\|11.40\|11.11\|70811;2026-08-04\|12.61\|12.79\|11.27\|13.00\|11.25\|251600;2026-08-05\|12.60\|-0.08\|12.55\|12.97\|12.37\|157582;2026-08-06\|13.50\|7.14\|12.50\|13.98\|12.25\|208183;2026-08-07\|14.11\|4.52\|13.66\|14.25\|13.28\|165414;2026-08-10\|14.83\|5.10\|14.40\|15.10\|14.22\|169341;2026-08-11\|14.52\|-2.09\|14.81\|15.10\|14.39\|125877;2026-08-12\|15.23\|4.89\|14.50\|15.33\|14.43\|136869;2026-08-13\|14.80\|-2.82\|15.30\|15.65\|14.75\|181679;2026-08-14\|14.77\|-0.20\|15.20\|15.51\|14.44\|151715;2026-08-17\|15.27\|3.39\|14.79\|15.63\|14.69\|162608;2026-08-18\|15.00\|-1.77\|15.20\|15.40\|14.72\|126797;2026-08-19\|14.07\|-6.20\|14.63\|14.96\|13.98\|153936;2026-08-20\|14.45\|2.70\|14.30\|14.83\|14.03\|125430;2026-08-21\|14.40\|-0.35\|14.32\|14.70\|14.15\|81798;2026-08-24\|13.75\|-4.51\|14.50\|14.61\|13.51\|139045;2026-08-25\|13.46\|-2.11\|13.68\|13.69\|13.20\|91871;2026-08-26\|13.44\|-0.15\|13.60\|13.74\|13.25\|84717;2026-08-27\|14.41\|7.22\|13.48\|14.48\|13.37\|122416;2026-08-28\|14.12\|-2.01\|14.35\|14.82\|14.07\|107109;2026-08-31\|13.82\|-2.12\|13.77\|14.00\|13.60\|95508;2026-09-01\|13.30\|-3.76\|13.80\|13.80\|13.18\|90488;2026-09-02\|13.20\|-0.75\|13.17\|13.33\|12.90\|82587;2026-09-03\|13.34\|1.06\|13.37\|13.58\|13.07\|85315;2026-09-04\|13.39\|0.37\|13.58\|14.20\|13.26\|165238;2026-09-07\|13.99\|4.48\|13.49\|14.37\|13.38\|161395;2026-09-08\|13.43\|-4.00\|13.89\|14.15\|13.40\|13332561;2026-09-09\|13.55\|0.89\|13.40\|14.02\|13.40\|8379766
122942	修订后的《集成电路布图设计保护条例》对外公布	MicroLED光互连+显示驱动芯片+一季报增长行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年4月25日年报及5月12日投资者关系活动记录表，公司深度转化并复用微显示领域核心积累，延伸布局Micro LED光互连新赛道，拟为AI数据中心提供低功耗、高带宽光互连模组，切入AI算力光通信基建网络。 2、据2026年5月12日投资者关系活动记录表，公司自2026年4月1日起对主营产品进行价格调涨；公司致力于提供全尺寸显示解决方案，分离型产品2025年度营收同比增长103.76%。 3、据2026年5月12日投资者关系活动记录表，公司2026年一季度归母净利润537万元，同比增长145.69%；并拟向全体股东每10股派发现金红利0.45元。	公司主营业务聚焦于显示芯片	2026-04-30\|32.94\|5.98\|31.00\|33.05\|30.85\|110658;2026-05-06\|34.34\|4.25\|35.00\|35.63\|33.35\|173460;2026-05-07\|39.94\|16.31\|34.54\|40.20\|34.48\|211682;2026-05-08\|37.81\|-5.33\|38.74\|39.28\|37.60\|158074;2026-05-11\|39.78\|5.21\|39.20\|40.12\|37.87\|171878;2026-05-12\|38.86\|-2.31\|39.15\|40.52\|38.25\|132713;2026-05-13\|38.88\|0.05\|38.00\|39.01\|37.00\|111105;2026-05-14\|39.01\|0.33\|38.95\|40.33\|37.96\|130058;2026-05-15\|39.28\|0.69\|38.48\|42.20\|38.40\|171666;2026-05-18\|38.92\|-0.92\|39.28\|39.50\|37.71\|126069;2026-05-19\|41.00\|5.34\|38.92\|41.50\|38.32\|226356;2026-05-20\|42.60\|3.90\|41.00\|42.76\|39.50\|304410;2026-05-21\|40.02\|-6.06\|45.00\|47.00\|39.93\|384050;2026-05-22\|41.98\|4.90\|39.25\|42.68\|37.90\|321561;2026-05-25\|40.15\|-4.36\|41.98\|41.98\|38.99\|267100;2026-05-26\|42.80\|6.60\|40.09\|44.49\|39.80\|351525;2026-05-27\|40.13\|-6.24\|42.68\|42.75\|39.66\|267524;2026-05-28\|40.96\|2.07\|39.50\|42.48\|38.70\|186095;2026-05-29\|37.60\|-8.20\|41.10\|42.40\|37.00\|200918;2026-06-01\|34.85\|-7.31\|37.92\|38.41\|34.47\|264096;2026-06-02\|35.71\|2.47\|35.22\|37.52\|34.22\|214824;2026-06-03\|36.23\|1.46\|36.00\|37.86\|34.22\|281015;2026-06-04\|36.36\|0.36\|35.87\|37.52\|35.00\|162944;2026-06-05\|35.55\|-2.23\|36.48\|37.99\|35.00\|176425;2026-06-08\|31.49\|-11.42\|31.08\|33.58\|30.78\|225621;2026-06-09\|31.20\|-0.92\|32.00\|32.00\|30.00\|164064;2026-06-10\|30.50\|-2.24\|30.88\|31.19\|29.73\|139183;2026-06-11\|28.96\|-5.05\|30.24\|31.01\|28.60\|185185;2026-06-12\|28.01\|-3.28\|29.80\|30.37\|27.17\|205159;2026-06-15\|30.60\|9.25\|28.21\|30.64\|27.60\|217461;2026-06-16\|31.54\|3.07\|30.56\|32.00\|30.43\|156887;2026-06-17\|32.59\|3.33\|31.64\|33.29\|31.04\|173160;2026-06-18\|33.16\|1.75\|32.59\|34.78\|32.22\|175182;2026-06-22\|30.43\|-8.23\|33.28\|33.38\|29.96\|219318;2026-06-23\|29.82\|-2.00\|30.63\|31.72\|29.49\|181208;2026-06-24\|35.78\|19.99\|29.53\|35.78\|28.67\|377341;2026-06-25\|36.61\|2.32\|35.78\|36.93\|34.79\|371940;2026-06-26\|35.41\|-3.28\|36.25\|38.01\|34.99\|276067;2026-06-29\|33.10\|-6.52\|35.41\|35.46\|31.80\|300272;2026-06-30\|38.92\|17.58\|33.24\|39.70\|32.88\|330774;2026-07-01\|38.80\|-0.31\|38.90\|41.60\|38.13\|305923;2026-07-02\|39.94\|2.94\|37.58\|43.18\|36.51\|323689;2026-07-03\|39.07\|-2.18\|40.11\|41.00\|37.82\|258852;2026-07-06\|36.90\|-5.55\|39.68\|39.80\|35.95\|180237;2026-07-07\|37.44\|1.46\|36.90\|39.01\|35.72\|182120;2026-07-08\|35.26\|-5.82\|37.81\|38.20\|34.56\|195716;2026-07-09\|36.00\|2.10\|35.70\|36.28\|34.47\|149600;2026-07-10\|33.77\|-6.19\|36.65\|37.01\|33.50\|194579;2026-07-13\|29.88\|-11.52\|33.00\|34.00\|29.72\|182532;2026-07-14\|30.34\|1.54\|30.10\|30.69\|28.53\|144456;2026-07-15\|29.59\|-2.34\|30.58\|30.59\|27.96\|171510;2026-07-16\|30.89\|4.39\|29.43\|32.88\|28.97\|225673;2026-07-17\|26.90\|-12.92\|30.55\|30.96\|26.80\|227412;2026-07-20\|27.70\|2.97\|28.24\|29.29\|26.41\|261965;2026-07-21\|28.27\|2.06\|28.20\|28.44\|23.58\|277464;2026-07-22\|26.37\|-6.72\|27.79\|29.45\|26.15\|213607;2026-07-23\|27.07\|2.65\|26.03\|28.25\|24.80\|243361;2026-07-24\|28.75\|6.21\|26.80\|29.37\|26.30\|277704;2026-07-27\|29.90\|4.00\|28.47\|30.00\|27.09\|239958;2026-07-28\|27.91\|-6.66\|29.00\|30.95\|27.50\|181101;2026-07-29\|28.02\|0.39\|27.90\|29.20\|26.57\|167129;2026-07-30\|25.52\|-8.92\|28.45\|28.50\|25.52\|157141;2026-07-31\|27.99\|9.68\|27.22\|30.18\|27.08\|265123;2026-08-03\|26.55\|-5.14\|27.37\|28.28\|26.22\|157459;2026-08-04\|30.04\|13.14\|27.00\|30.60\|26.35\|237436;2026-08-05\|31.63\|5.29\|30.04\|32.45\|30.04\|189610;2026-08-06\|30.28\|-4.27\|31.00\|32.50\|30.05\|213048;2026-08-07\|32.05\|5.85\|29.98\|32.84\|29.75\|297043;2026-08-10\|32.31\|0.81\|30.80\|32.68\|29.79\|280147;2026-08-11\|33.57\|3.90\|31.73\|35.20\|31.28\|262669;2026-08-12\|32.57\|-2.98\|33.58\|33.85\|32.21\|182961;2026-08-13\|32.00\|-1.75\|32.77\|33.16\|31.96\|145216;2026-08-14\|31.85\|-0.47\|32.24\|32.62\|31.34\|90107;2026-08-17\|32.47\|1.95\|31.54\|33.00\|31.54\|147136;2026-08-18\|35.63\|9.73\|32.30\|35.78\|31.00\|298534;2026-08-19\|32.17\|-9.71\|34.59\|36.48\|31.83\|260552;2026-08-20\|32.39\|0.68\|32.51\|33.32\|31.59\|143401;2026-08-21\|34.18\|5.53\|32.22\|34.63\|31.03\|188532;2026-08-24\|31.50\|-7.84\|33.00\|33.50\|30.00\|221295;2026-08-25\|31.09\|-1.30\|30.90\|31.80\|29.67\|116792;2026-08-26\|30.70\|-1.25\|31.19\|31.28\|29.90\|94929;2026-08-27\|31.23\|1.73\|30.75\|31.46\|30.30\|107626;2026-08-28\|30.40\|-2.66\|31.14\|32.46\|29.99\|165392;2026-08-31\|30.47\|0.23\|29.80\|30.83\|29.47\|110432;2026-09-01\|30.89\|1.38\|30.26\|31.43\|29.11\|303194;2026-09-02\|30.89\|0.00\|30.48\|31.33\|29.93\|134915;2026-09-03\|30.21\|-2.20\|31.35\|31.70\|29.81\|116544;2026-09-04\|29.33\|-2.91\|30.50\|30.80\|28.94\|124252;2026-09-07\|29.64\|1.06\|29.51\|29.78\|29.05\|85752;2026-09-08\|29.07\|-1.92\|29.63\|29.99\|28.89\|10621107;2026-09-09\|28.85\|-0.76\|29.00\|29.17\|28.57\|4554362
122941	修订后的《集成电路布图设计保护条例》对外公布		公司投资1.2亿元布局卓光芮科技，其子公司罡景光学高端光学系统已获近1亿元在手订单，预计2025年Q4起交付用于KrF及i-line光刻机	2026-04-30\|88.57\|0.08\|88.30\|88.57\|85.17\|11503;2026-05-06\|89.04\|0.53\|88.60\|90.36\|87.33\|10714;2026-05-07\|90.14\|1.24\|89.22\|91.30\|88.00\|12184;2026-05-08\|89.50\|-0.71\|90.14\|90.14\|88.22\|8295;2026-05-11\|87.94\|-1.74\|89.33\|90.50\|87.18\|9547;2026-05-12\|86.82\|-1.27\|87.51\|88.21\|85.68\|8223;2026-05-13\|91.65\|5.56\|87.25\|93.00\|85.68\|26313;2026-05-14\|91.66\|0.01\|91.66\|92.98\|90.43\|13636;2026-05-15\|89.28\|-2.60\|91.50\|93.08\|87.86\|16929;2026-05-18\|89.50\|0.25\|88.98\|91.78\|87.18\|9389;2026-05-19\|89.52\|0.02\|88.87\|92.17\|88.22\|11032;2026-05-20\|90.48\|1.07\|89.55\|92.00\|88.64\|12418;2026-05-21\|87.46\|-3.34\|90.49\|91.50\|87.02\|12505;2026-05-22\|90.05\|2.96\|87.40\|90.70\|86.51\|11375;2026-05-25\|90.99\|1.04\|90.06\|92.80\|87.86\|18229;2026-05-26\|89.12\|-2.06\|92.00\|92.00\|87.58\|11133;2026-05-27\|87.38\|-1.95\|88.50\|88.72\|86.02\|10741;2026-05-28\|87.14\|-0.27\|87.00\|87.98\|84.99\|8288;2026-05-29\|85.80\|-1.54\|87.14\|87.67\|85.58\|7773;2026-06-01\|91.47\|6.61\|85.93\|94.36\|85.93\|25666;2026-06-02\|89.58\|-2.07\|91.47\|93.00\|87.70\|15287;2026-06-03\|88.27\|-1.46\|91.37\|91.46\|87.41\|11263;2026-06-04\|91.70\|3.89\|88.27\|94.25\|87.80\|22479;2026-06-05\|88.12\|-3.90\|90.00\|91.80\|87.00\|16713;2026-06-08\|59.68\|-4.95\|61.01\|62.44\|58.17\|15783;2026-06-09\|63.21\|5.91\|60.00\|66.19\|59.02\|37274;2026-06-10\|62.40\|-1.28\|62.20\|63.99\|60.82\|18428;2026-06-11\|61.40\|-1.60\|61.74\|62.98\|60.28\|11983;2026-06-12\|60.80\|-0.98\|61.74\|62.46\|60.16\|13529;2026-06-15\|60.48\|-0.53\|61.00\|61.71\|59.59\|12889;2026-06-16\|59.95\|-0.88\|60.35\|60.79\|59.08\|19184;2026-06-17\|58.40\|-2.59\|59.39\|59.90\|58.30\|12863;2026-06-18\|61.10\|4.62\|58.45\|62.97\|58.00\|35392;2026-06-22\|59.34\|-2.88\|61.35\|61.38\|57.69\|20767;2026-06-23\|58.99\|-0.59\|59.00\|61.00\|58.11\|18013;2026-06-24\|64.70\|9.68\|58.99\|64.85\|57.68\|42152;2026-06-25\|65.30\|0.93\|66.88\|68.86\|63.38\|47188;2026-06-26\|59.38\|-9.07\|65.16\|65.39\|58.70\|36211;2026-06-29\|56.70\|-4.51\|59.42\|60.54\|52.16\|37056;2026-06-30\|55.55\|-2.03\|55.20\|56.37\|53.90\|22580;2026-07-01\|54.60\|-1.71\|55.45\|56.99\|53.64\|23842;2026-07-02\|53.07\|-2.80\|53.01\|55.00\|52.29\|20428;2026-07-03\|51.47\|-3.01\|52.90\|53.80\|51.47\|25371;2026-07-06\|50.30\|-2.27\|51.44\|51.59\|48.44\|27882;2026-07-07\|47.74\|-5.09\|50.30\|50.58\|47.13\|16775;2026-07-08\|50.59\|5.97\|48.93\|52.70\|47.16\|28178;2026-07-09\|48.84\|-3.46\|50.89\|51.31\|47.83\|17938;2026-07-10\|48.60\|-0.49\|49.34\|50.73\|48.52\|13744;2026-07-13\|47.52\|-2.22\|48.60\|48.67\|46.51\|11326;2026-07-14\|47.55\|0.06\|46.87\|47.75\|45.57\|12458;2026-07-15\|50.50\|6.20\|48.47\|52.44\|47.44\|26629;2026-07-16\|52.00\|2.97\|50.00\|53.27\|49.43\|22534;2026-07-17\|44.24\|-14.92\|52.00\|52.49\|43.00\|29019;2026-07-20\|43.79\|-1.02\|45.43\|47.75\|42.05\|27784;2026-07-21\|46.30\|5.73\|43.28\|46.88\|37.55\|42008;2026-07-22\|45.30\|-2.16\|45.00\|46.88\|44.70\|33355;2026-07-23\|44.92\|-0.84\|45.50\|46.02\|44.39\|19223;2026-07-24\|42.60\|-5.16\|44.35\|45.50\|41.94\|19140;2026-07-27\|43.91\|3.08\|42.58\|44.15\|41.45\|22295;2026-07-28\|42.00\|-4.35\|45.13\|46.12\|41.61\|25416;2026-07-29\|41.50\|-1.19\|40.78\|41.70\|39.21\|26690;2026-07-30\|39.34\|-5.20\|40.97\|42.00\|38.68\|21707;2026-07-31\|39.50\|0.41\|39.44\|41.39\|39.36\|23328;2026-08-03\|40.80\|3.29\|39.50\|40.99\|39.12\|19390;2026-08-04\|46.24\|13.33\|41.30\|46.80\|40.11\|36591;2026-08-05\|49.20\|6.40\|46.14\|49.65\|45.50\|39673;2026-08-06\|48.86\|-0.69\|48.68\|49.80\|47.59\|26055;2026-08-07\|49.48\|1.27\|48.80\|50.20\|47.70\|17288;2026-08-10\|51.06\|3.19\|49.48\|51.51\|49.01\|25084;2026-08-11\|58.74\|15.04\|52.00\|60.30\|50.51\|70167;2026-08-12\|60.47\|2.95\|57.91\|61.16\|56.84\|55101;2026-08-13\|56.44\|-6.66\|60.50\|65.00\|55.70\|88206;2026-08-14\|58.45\|3.56\|56.86\|59.90\|54.50\|73701;2026-08-17\|61.05\|4.45\|58.26\|61.54\|58.18\|43400;2026-08-18\|61.60\|0.90\|60.48\|61.88\|57.44\|62836;2026-08-19\|59.19\|-3.91\|60.29\|62.99\|59.00\|47819;2026-08-20\|59.82\|1.06\|59.90\|61.58\|57.60\|38383;2026-08-21\|59.76\|-0.10\|59.29\|60.50\|58.00\|21045;2026-08-24\|58.80\|-1.61\|59.72\|61.90\|58.03\|29564;2026-08-25\|57.97\|-1.41\|58.70\|59.55\|57.21\|24433;2026-08-26\|56.19\|-3.07\|57.94\|58.56\|55.85\|33091;2026-08-27\|59.78\|6.39\|56.50\|60.33\|55.59\|34963;2026-08-28\|58.95\|-1.39\|60.04\|60.47\|58.81\|17953;2026-08-31\|59.28\|0.56\|58.00\|59.39\|58.00\|12378;2026-09-01\|59.33\|0.08\|59.50\|60.36\|58.10\|22194;2026-09-02\|59.18\|-0.25\|59.37\|61.38\|57.86\|26371;2026-09-03\|58.52\|-1.12\|59.98\|60.98\|58.02\|19462;2026-09-04\|57.50\|-1.74\|58.55\|59.91\|56.89\|16354;2026-09-07\|60.13\|4.57\|57.51\|60.70\|57.11\|26404;2026-09-08\|60.72\|0.98\|60.13\|61.12\|59.57\|18489;2026-09-09\|59.48\|-2.04\|61.33\|61.90\|58.76\|13103
122940	修订后的《集成电路布图设计保护条例》对外公布	先进封装+锡膏龙头+国产替代行业原因：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2025年9月5日互动易，唯特偶是目前国内主要能实现先进封装锡膏量产的上市公司之一，产品已在大功率IGBT器件、封测领域取得客户认可并批量交付。 2、据2025年12月8日机构调研，公司部分核心产品性能达国际先进水平，已在半导体、汽车电子、AI算力等领域实现对国外同类产品的替代。 3、据2025年9月26日投资者关系活动记录表，公司在国内微电子焊接材料领域稳居龙头，锡膏、助焊剂市占率领先，合作客户超4000家，客户黏性高。	公司锡膏产品已在大功率IGBT器件、封测领域取得客户认可并批量交付	2026-04-30\|70.77\|2.11\|71.11\|72.81\|70.01\|46691;2026-05-06\|78.40\|10.78\|73.50\|78.91\|72.48\|72197;2026-05-07\|88.16\|12.45\|78.73\|91.38\|78.73\|96815;2026-05-08\|94.67\|7.38\|86.00\|100.88\|85.87\|110185;2026-05-11\|104.70\|10.59\|98.94\|111.60\|98.94\|109299;2026-05-12\|96.44\|-7.89\|102.62\|103.94\|95.00\|124762;2026-05-13\|100.53\|4.24\|96.24\|103.98\|93.00\|100044;2026-05-14\|100.85\|0.32\|100.60\|105.98\|99.50\|85177;2026-05-15\|107.29\|6.39\|102.87\|115.50\|102.87\|124885;2026-05-18\|116.64\|8.71\|103.92\|119.00\|99.62\|128011;2026-05-19\|117.70\|0.91\|115.00\|119.68\|110.06\|97508;2026-05-20\|133.91\|13.77\|119.50\|134.99\|117.51\|115483;2026-05-21\|84.84\|-7.79\|89.76\|92.60\|83.13\|117247;2026-05-22\|89.24\|5.19\|85.32\|90.51\|80.27\|87812;2026-05-25\|88.20\|-1.17\|87.00\|89.18\|82.68\|74365;2026-05-26\|88.43\|0.26\|86.88\|92.96\|81.27\|82174;2026-05-27\|100.18\|13.29\|87.95\|101.80\|87.01\|123179;2026-05-28\|108.50\|8.31\|102.00\|111.00\|95.60\|120701;2026-05-29\|107.00\|-1.38\|105.10\|117.74\|105.10\|106536;2026-06-01\|108.95\|1.82\|104.29\|115.63\|103.43\|94590;2026-06-02\|112.67\|3.41\|106.00\|117.38\|92.41\|142666;2026-06-03\|114.64\|1.75\|109.99\|117.63\|109.00\|113431;2026-06-04\|137.57\|20.00\|114.00\|137.57\|113.00\|171001;2026-06-05\|119.77\|-12.94\|125.12\|132.79\|118.31\|177362;2026-06-08\|143.49\|19.80\|113.73\|143.72\|113.73\|186573;2026-06-09\|148.00\|3.14\|151.49\|153.15\|140.40\|126837;2026-06-10\|131.30\|-11.28\|142.50\|143.00\|125.98\|113208;2026-06-11\|132.33\|0.78\|132.00\|139.50\|121.00\|103509;2026-06-12\|136.66\|3.27\|136.00\|142.00\|128.80\|86814;2026-06-15\|145.23\|6.27\|142.97\|147.00\|133.00\|91527;2026-06-16\|147.36\|1.47\|145.00\|155.00\|142.00\|92634;2026-06-17\|164.50\|11.63\|144.36\|168.00\|144.36\|94765;2026-06-18\|170.31\|3.53\|163.00\|172.50\|159.00\|68876;2026-06-22\|186.00\|9.21\|171.68\|186.00\|171.68\|68151;2026-06-23\|180.51\|-2.95\|187.00\|190.00\|174.00\|74126;2026-06-24\|200.50\|11.07\|180.01\|203.96\|180.00\|81338;2026-06-25\|202.68\|1.09\|210.50\|225.00\|198.44\|123927;2026-06-26\|207.00\|2.13\|206.34\|220.00\|193.68\|101261;2026-06-29\|177.01\|-14.49\|199.99\|200.00\|170.00\|154731;2026-06-30\|167.33\|-5.47\|176.89\|188.08\|165.81\|160038;2026-07-01\|172.38\|3.02\|167.00\|178.00\|165.00\|110946;2026-07-02\|176.99\|2.67\|165.00\|189.99\|163.00\|110315;2026-07-03\|157.40\|-11.07\|177.80\|181.24\|157.00\|110558;2026-07-06\|140.07\|-11.01\|159.12\|162.00\|138.95\|153801;2026-07-07\|133.55\|-4.65\|142.08\|142.08\|128.49\|118460;2026-07-08\|127.46\|-4.56\|136.00\|137.09\|126.77\|91619;2026-07-09\|138.43\|8.61\|130.00\|138.98\|122.10\|124850;2026-07-10\|131.30\|-5.15\|138.50\|147.66\|131.22\|126943;2026-07-13\|118.20\|-9.98\|128.82\|133.33\|117.36\|130546;2026-07-14\|127.03\|7.47\|120.57\|128.88\|117.43\|101656;2026-07-15\|119.98\|-5.55\|128.70\|132.50\|119.21\|84657;2026-07-16\|112.03\|-6.63\|118.00\|120.85\|110.23\|98247;2026-07-17\|99.14\|-11.51\|112.33\|113.88\|97.80\|88759;2026-07-20\|86.37\|-12.88\|102.99\|103.75\|83.76\|117721;2026-07-21\|95.75\|10.86\|91.52\|96.45\|75.99\|144008;2026-07-22\|94.85\|-0.94\|94.67\|102.00\|93.06\|129980;2026-07-23\|90.20\|-4.90\|96.47\|99.47\|89.30\|114756;2026-07-24\|90.52\|0.35\|89.33\|94.62\|86.51\|103344;2026-07-27\|98.88\|9.24\|90.23\|99.95\|87.80\|111928;2026-07-28\|91.17\|-7.80\|95.01\|97.21\|90.00\|100494;2026-07-29\|88.55\|-2.87\|91.19\|92.52\|84.00\|105962;2026-07-30\|79.43\|-10.30\|88.01\|88.90\|76.88\|107529;2026-07-31\|86.22\|8.55\|89.76\|92.80\|86.14\|119634;2026-08-03\|81.81\|-5.11\|85.01\|87.88\|80.68\|84985;2026-08-04\|92.80\|13.43\|83.11\|92.80\|80.91\|98966;2026-08-05\|98.01\|5.61\|89.78\|101.00\|88.37\|177548;2026-08-06\|108.30\|10.50\|91.34\|109.24\|91.34\|216371;2026-08-07\|119.63\|10.46\|105.50\|129.00\|101.31\|263118;2026-08-10\|113.60\|-5.04\|118.88\|119.30\|108.70\|183886;2026-08-11\|111.10\|-2.20\|109.00\|118.26\|108.50\|142523;2026-08-12\|113.66\|2.30\|110.07\|116.66\|108.33\|117812;2026-08-13\|109.80\|-3.40\|115.80\|118.88\|109.50\|138307;2026-08-14\|115.12\|4.85\|110.16\|116.88\|109.01\|134280;2026-08-17\|123.19\|7.01\|116.73\|123.68\|114.87\|145512;2026-08-18\|130.00\|5.53\|124.01\|138.87\|124.01\|211468;2026-08-19\|110.36\|-15.11\|126.14\|126.70\|109.30\|193890;2026-08-20\|112.62\|2.05\|112.51\|116.95\|108.01\|134869;2026-08-21\|110.15\|-2.19\|112.31\|116.56\|108.20\|108646;2026-08-24\|102.51\|-6.94\|112.22\|112.34\|98.66\|116203;2026-08-25\|101.22\|-1.26\|99.94\|103.50\|95.60\|94010;2026-08-26\|99.43\|-1.77\|102.23\|102.77\|95.55\|84888;2026-08-27\|106.84\|7.45\|101.81\|108.30\|99.36\|126277;2026-08-28\|104.19\|-2.48\|106.01\|107.99\|103.83\|89444;2026-08-31\|105.41\|1.17\|100.49\|106.56\|99.80\|72094;2026-09-01\|98.74\|-6.33\|106.30\|106.66\|98.00\|94016;2026-09-02\|96.00\|-2.77\|96.80\|98.41\|95.00\|63768;2026-09-03\|95.66\|-0.35\|97.01\|98.50\|94.20\|61162;2026-09-04\|91.17\|-4.69\|97.01\|98.71\|90.38\|82110;2026-09-07\|97.33\|6.76\|91.50\|97.85\|90.86\|98536;2026-09-08\|94.50\|-2.91\|96.66\|97.89\|93.81\|68120;2026-09-09\|93.50\|-1.06\|96.01\|97.29\|93.11\|33279
122939	修订后的《集成电路布图设计保护条例》对外公布	显示光刻胶+PCB油墨+杭州国资 1、据2026年5月21日互动易，公司子公司浙江迪克生产的彩色光刻胶色浆主要用于液晶显示用彩色光刻胶生产，已与国内多家头部彩色光刻胶客户建立全方位合作，部分产品已进入终端客户的最终验证流程；据2026年5月26日机构调研，光刻胶材料是公司“一体两翼”布局的重要分支。 2、据2025年年报及2026年5月21日互动易，公司构建“油墨材料+功能性材料+光刻胶材料”一体两翼业务布局，主营节能环保型油墨，UV油墨产量在同类企业中排名第一；PCB电路板字符墨水销售占整体营收比重极小。 3、据2025年年报，公司最终控制人为杭州市实业投资集团有限公司，属于国有企业。	子公司浙江迪克生产的彩色光刻胶色浆（纳米颜料分散液）主要用于液晶显示用彩色光刻胶的生产，属于显示光刻胶材料，目前浙江迪克已与国内多家头部彩色光刻胶客户建立全方位合作关系，多个新项目正有序推进测试工作，部分产品已进入终端客户的最终验证流程	2026-04-30\|9.12\|4.83\|8.65\|9.18\|8.65\|190733;2026-05-06\|8.88\|-2.63\|9.03\|9.20\|8.71\|183104;2026-05-07\|8.95\|0.79\|8.88\|9.16\|8.76\|107320;2026-05-08\|9.21\|2.90\|8.91\|9.49\|8.75\|136777;2026-05-11\|9.15\|-0.65\|9.20\|9.25\|9.01\|99516;2026-05-12\|8.96\|-2.08\|9.15\|9.15\|8.90\|75273;2026-05-13\|9.01\|0.56\|8.99\|9.27\|8.87\|85530;2026-05-14\|9.30\|3.22\|9.02\|9.63\|8.94\|176719;2026-05-15\|9.32\|0.22\|9.24\|9.48\|9.20\|144725;2026-05-18\|9.21\|-1.18\|9.23\|9.31\|9.03\|106161;2026-05-19\|9.21\|0.00\|9.19\|9.30\|8.95\|115845;2026-05-20\|10.07\|9.34\|9.15\|10.23\|9.07\|297535;2026-05-21\|9.25\|-8.14\|9.92\|10.00\|9.23\|221430;2026-05-22\|9.97\|7.78\|9.46\|10.02\|9.18\|189002;2026-05-25\|9.79\|-1.81\|9.97\|10.07\|9.60\|149226;2026-05-26\|9.28\|-5.21\|9.79\|9.79\|9.17\|157568;2026-05-27\|8.98\|-3.23\|9.28\|9.41\|8.85\|147486;2026-05-28\|9.16\|2.00\|8.98\|9.31\|8.80\|103682;2026-05-29\|8.59\|-6.22\|9.12\|9.29\|8.48\|168994;2026-06-01\|8.90\|3.61\|8.51\|9.14\|8.46\|111558;2026-06-02\|8.69\|-2.36\|8.89\|8.95\|8.63\|72453;2026-06-03\|8.75\|0.69\|8.71\|9.01\|8.59\|84200;2026-06-04\|8.85\|1.14\|8.71\|8.85\|8.51\|68656;2026-06-05\|9.06\|2.37\|8.80\|9.39\|8.20\|166907;2026-06-08\|8.51\|-6.07\|8.79\|8.82\|8.38\|112885;2026-06-09\|8.61\|2.99\|8.44\|8.75\|8.31\|96262;2026-06-10\|8.63\|0.23\|8.61\|8.78\|8.41\|84958;2026-06-11\|8.60\|-0.35\|8.53\|8.79\|8.25\|101303;2026-06-12\|7.92\|-7.91\|9.48\|9.85\|7.89\|345932;2026-06-15\|8.57\|8.21\|7.89\|8.88\|7.89\|246526;2026-06-16\|9.16\|6.88\|8.47\|9.26\|8.41\|187222;2026-06-17\|9.19\|0.33\|8.98\|9.35\|8.91\|170396;2026-06-18\|9.30\|1.20\|9.02\|9.38\|8.92\|132428;2026-06-22\|9.24\|-0.65\|9.27\|9.37\|8.78\|133245;2026-06-23\|9.21\|-0.32\|9.13\|9.53\|9.13\|117718;2026-06-24\|9.00\|-2.28\|9.14\|9.41\|8.90\|111081;2026-06-25\|8.35\|-7.22\|9.00\|9.02\|8.27\|190144;2026-06-26\|8.05\|-3.59\|8.36\|8.43\|8.02\|120349;2026-06-29\|8.01\|-0.50\|8.03\|8.16\|7.67\|132050;2026-06-30\|8.75\|9.24\|7.93\|8.80\|7.87\|153390;2026-07-01\|10.50\|20.00\|8.75\|10.50\|8.62\|297858;2026-07-02\|11.06\|5.33\|10.49\|11.34\|10.21\|506060;2026-07-03\|10.24\|-7.41\|10.70\|10.98\|10.21\|304919;2026-07-06\|10.06\|-1.76\|10.26\|10.44\|9.80\|193201;2026-07-07\|9.72\|-3.38\|9.90\|10.03\|9.66\|122693;2026-07-08\|9.49\|-2.37\|9.63\|9.91\|9.20\|121435;2026-07-09\|9.58\|0.95\|9.45\|9.60\|9.05\|140588;2026-07-10\|9.26\|-3.34\|9.57\|9.82\|9.23\|151883;2026-07-13\|8.47\|-8.53\|9.10\|9.34\|8.45\|133202;2026-07-14\|8.70\|2.72\|8.38\|8.81\|8.20\|119452;2026-07-15\|8.60\|-1.15\|8.64\|8.76\|8.45\|91180;2026-07-16\|8.10\|-5.81\|8.50\|8.54\|8.03\|116900;2026-07-17\|7.50\|-7.41\|8.11\|8.22\|7.47\|126270;2026-07-20\|6.90\|-8.00\|7.61\|7.66\|6.85\|146416;2026-07-21\|7.14\|3.48\|6.94\|7.17\|6.33\|145945;2026-07-22\|6.82\|-4.48\|7.00\|7.12\|6.75\|85125;2026-07-23\|7.00\|2.64\|6.78\|7.01\|6.77\|56127;2026-07-24\|6.79\|-3.00\|6.90\|6.96\|6.70\|51769;2026-07-27\|7.00\|3.09\|6.79\|7.09\|6.72\|61903;2026-07-28\|6.99\|-0.14\|7.00\|7.31\|6.96\|75760;2026-07-29\|7.27\|4.01\|7.01\|7.32\|6.85\|100343;2026-07-30\|7.06\|-2.89\|7.13\|7.28\|6.98\|72026;2026-07-31\|7.32\|3.68\|7.26\|7.57\|7.24\|106225;2026-08-03\|7.52\|2.73\|7.34\|7.57\|7.29\|58849;2026-08-04\|8.60\|14.36\|7.52\|8.77\|7.52\|191239;2026-08-05\|8.71\|1.28\|8.58\|8.74\|8.40\|129024;2026-08-06\|9.53\|9.41\|8.75\|9.55\|8.72\|172805;2026-08-07\|9.43\|-1.05\|9.34\|9.57\|9.15\|129816;2026-08-10\|9.26\|-1.80\|9.41\|9.68\|9.14\|117189;2026-08-11\|9.42\|1.73\|9.20\|9.71\|9.09\|132487;2026-08-12\|9.53\|1.17\|9.37\|9.70\|9.31\|79642;2026-08-13\|9.09\|-4.62\|9.55\|9.57\|9.07\|105476;2026-08-14\|9.16\|0.77\|9.17\|9.20\|8.90\|84872;2026-08-17\|9.14\|-0.22\|9.23\|9.33\|9.00\|70485;2026-08-18\|9.01\|-1.42\|9.20\|9.20\|8.88\|80664;2026-08-19\|8.64\|-4.11\|8.85\|8.95\|8.57\|90060;2026-08-20\|8.69\|0.58\|8.80\|8.87\|8.66\|42763;2026-08-21\|8.69\|0.00\|8.66\|8.88\|8.47\|73110;2026-08-24\|8.32\|-4.26\|8.69\|8.76\|8.24\|89756;2026-08-25\|8.45\|1.56\|8.36\|8.51\|8.20\|62457;2026-08-26\|8.56\|1.30\|8.52\|8.62\|8.39\|63169;2026-08-27\|8.80\|2.80\|8.60\|8.91\|8.45\|66816;2026-08-28\|8.67\|-1.48\|8.82\|8.92\|8.67\|49503;2026-08-31\|8.77\|1.15\|8.68\|8.79\|8.56\|48822;2026-09-01\|8.70\|-0.80\|8.73\|8.83\|8.67\|54803;2026-09-02\|8.76\|0.69\|8.72\|8.83\|8.47\|68099;2026-09-03\|8.60\|-1.83\|8.76\|8.83\|8.53\|42283;2026-09-04\|8.44\|-1.86\|8.67\|8.74\|8.34\|65407;2026-09-07\|8.43\|-0.12\|8.45\|8.54\|8.36\|45436;2026-09-08\|8.37\|-0.71\|8.39\|8.50\|8.34\|4155904;2026-09-09\|8.29\|-0.96\|8.40\|8.53\|8.28\|2876345

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason