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
115111		涨停揭秘：HVDC直流供配电产品覆盖主流数据中心，霍威电源强化军工+算力交叉属性；涨停缘由：HVDC产品适配240V-750V全等级数据中心供配电；全资子公司霍威电源为军工电源核心供应商，切入AI服务器液冷电源等新兴场景；算力基建提速；资金逻辑：资金围绕‘算力基建+军民融合’双主线布局，6月15日成交额环比增62%，融资余额连续五日上升；风险提示：2026年一季度营收同比下滑10.60%，数据中心订单落地节奏与毛利率改善尚待验证	1、公司HVDC产品覆盖240V-750V等级，配套数据中心直流供配电，紧抓全球算力增长机遇； 2、公司在电力电子行业深耕多年，已布局储能热管理电源等储能相关产品； 3、全资子公司霍威电源是国内集军工电源的研产销及服务于一体的具备核心竞争优势的专业军工产品供应商	2026-03-03\|25.93\|-9.11\|28.42\|28.66\|25.93\|129954;2026-03-04\|26.41\|1.85\|25.59\|26.91\|25.37\|83876;2026-03-05\|27.47\|4.01\|26.92\|27.72\|26.90\|88325;2026-03-06\|29.34\|6.81\|27.65\|30.20\|27.53\|193749;2026-03-09\|29.09\|-0.85\|28.57\|29.31\|27.81\|134171;2026-03-10\|29.78\|2.37\|29.14\|30.26\|28.86\|129364;2026-03-11\|30.80\|3.43\|30.41\|32.64\|30.41\|247715;2026-03-12\|29.74\|-3.44\|31.01\|31.29\|29.58\|181244;2026-03-13\|28.58\|-3.90\|29.57\|29.74\|28.50\|119554;2026-03-16\|28.49\|-0.31\|28.43\|28.70\|27.70\|86928;2026-03-17\|26.41\|-7.30\|28.49\|28.63\|26.35\|109165;2026-03-18\|26.72\|1.17\|26.50\|26.83\|26.16\|89010;2026-03-19\|25.83\|-3.33\|26.46\|26.67\|25.57\|102742;2026-03-20\|25.20\|-2.44\|26.17\|26.30\|25.20\|76965;2026-03-23\|24.50\|-2.78\|24.61\|25.30\|23.82\|82724;2026-03-24\|24.31\|-0.78\|24.80\|24.87\|23.28\|103135;2026-03-25\|24.71\|1.65\|24.31\|25.08\|24.31\|68900;2026-03-26\|23.43\|-5.18\|24.63\|24.77\|23.23\|94754;2026-03-27\|23.85\|1.79\|23.00\|24.02\|22.96\|67918;2026-03-30\|23.57\|-1.17\|23.36\|23.74\|22.86\|59782;2026-03-31\|22.68\|-3.78\|23.69\|23.69\|22.68\|54128;2026-04-01\|23.48\|3.53\|23.12\|23.51\|23.06\|52569;2026-04-02\|23.14\|-1.45\|23.42\|23.80\|23.05\|52153;2026-04-03\|22.73\|-1.77\|23.20\|23.34\|22.60\|37363;2026-04-07\|22.79\|0.26\|22.90\|23.11\|22.64\|29634;2026-04-08\|24.25\|6.41\|23.46\|24.27\|23.40\|67309;2026-04-09\|25.13\|3.63\|26.45\|26.60\|24.52\|151258;2026-04-10\|25.10\|-0.12\|25.92\|26.12\|25.05\|104929;2026-04-13\|25.30\|0.80\|24.79\|25.90\|24.79\|69911;2026-04-14\|26.02\|2.85\|25.43\|26.10\|25.36\|77884;2026-04-15\|25.47\|-2.11\|26.02\|26.13\|25.41\|61993;2026-04-16\|27.75\|8.95\|25.65\|28.05\|25.53\|174233;2026-04-17\|27.13\|-2.23\|27.46\|28.00\|26.95\|105512;2026-04-20\|27.35\|0.81\|27.04\|27.50\|26.67\|72025;2026-04-21\|26.76\|-2.16\|27.18\|27.20\|26.56\|58193;2026-04-22\|26.73\|-0.11\|26.04\|26.79\|25.91\|67325;2026-04-23\|26.53\|-0.75\|26.50\|27.16\|25.92\|76184;2026-04-24\|24.65\|-6.81\|25.28\|25.50\|23.89\|122677;2026-04-27\|25.10\|1.83\|24.77\|25.43\|24.70\|69730;2026-04-28\|24.58\|-2.07\|24.85\|26.00\|24.41\|64180;2026-04-29\|25.75\|4.76\|24.60\|26.44\|24.43\|90268;2026-04-30\|25.79\|0.16\|25.71\|25.91\|25.14\|61931;2026-05-06\|27.11\|5.12\|26.44\|27.78\|26.44\|118129;2026-05-07\|27.65\|1.99\|27.12\|27.79\|27.12\|69844;2026-05-08\|27.35\|-1.08\|27.46\|27.47\|27.06\|52074;2026-05-11\|28.70\|4.94\|27.38\|29.17\|27.38\|95236;2026-05-12\|28.30\|-1.39\|28.60\|28.68\|27.97\|62856;2026-05-13\|29.68\|4.88\|28.24\|30.00\|28.04\|96389;2026-05-14\|28.57\|-3.74\|29.64\|31.50\|28.41\|98826;2026-05-15\|28.25\|-1.12\|28.42\|28.99\|27.96\|70071;2026-05-18\|28.38\|0.46\|28.00\|28.73\|27.95\|51373;2026-05-19\|28.87\|1.73\|28.42\|28.93\|28.03\|55002;2026-05-20\|28.49\|-1.32\|28.48\|28.89\|28.05\|48044;2026-05-21\|26.68\|-6.35\|28.71\|29.17\|26.60\|87570;2026-05-22\|27.55\|3.26\|26.99\|27.70\|26.84\|63584;2026-05-25\|27.24\|-1.13\|27.74\|28.18\|26.64\|87049;2026-05-26\|28.00\|2.79\|27.15\|28.40\|26.18\|118863;2026-05-27\|32.38\|15.64\|28.11\|33.29\|28.01\|294944;2026-05-28\|33.00\|1.91\|31.91\|34.18\|31.50\|282694;2026-05-29\|33.50\|1.52\|33.81\|35.42\|33.01\|265384;2026-06-01\|33.20\|-0.90\|33.03\|34.08\|31.92\|209310;2026-06-02\|32.70\|-1.51\|31.87\|33.58\|31.30\|157770;2026-06-03\|32.44\|-0.80\|33.06\|34.15\|31.80\|142966;2026-06-04\|31.85\|-1.82\|31.86\|33.99\|31.38\|132185;2026-06-05\|32.18\|1.04\|31.82\|32.89\|29.51\|161811;2026-06-08\|31.21\|-3.01\|30.51\|32.78\|30.51\|119491;2026-06-09\|31.20\|-0.03\|31.84\|32.50\|30.68\|99140;2026-06-10\|28.96\|-7.18\|30.62\|30.89\|28.63\|121401;2026-06-11\|29.06\|0.35\|28.48\|30.38\|28.24\|104129;2026-06-12\|28.71\|-1.20\|29.51\|29.65\|28.53\|83756;2026-06-15\|31.76\|10.62\|28.93\|32.17\|28.93\|119649;2026-06-16\|34.92\|9.95\|31.98\|35.20\|31.54\|171330;2026-06-17\|35.30\|1.09\|34.50\|35.36\|33.50\|143174;2026-06-18\|38.88\|10.14\|35.00\|39.85\|34.66\|176727;2026-06-22\|42.42\|9.10\|39.07\|42.90\|38.50\|172456;2026-06-23\|40.05\|-5.59\|41.99\|42.80\|39.67\|110256;2026-06-24\|39.65\|-1.00\|39.79\|40.21\|38.51\|95935;2026-06-25\|38.39\|-3.18\|38.94\|41.33\|38.24\|110162;2026-06-26\|37.40\|-2.58\|39.89\|39.89\|37.13\|112286;2026-06-29\|36.00\|-3.74\|37.05\|38.00\|34.23\|100359;2026-06-30\|38.19\|6.08\|35.92\|38.64\|35.55\|124441;2026-07-01\|36.36\|-4.79\|37.81\|39.18\|35.80\|124116;2026-07-02\|34.34\|-5.56\|35.39\|36.58\|34.03\|92395;2026-07-03\|34.17\|-0.49\|34.35\|35.40\|34.00\|81904;2026-07-06\|32.91\|-3.69\|34.81\|35.38\|32.80\|84034;2026-07-07\|31.93\|-2.98\|32.69\|33.80\|31.67\|67191;2026-07-08\|29.56\|-7.42\|31.90\|32.03\|29.50\|84521;2026-07-09\|31.32\|5.95\|29.79\|31.40\|28.40\|101295;2026-07-10\|32.13\|2.59\|31.25\|34.00\|30.88\|115612
115110		涨停揭秘：国产高性能算力服务器集群服务商，深圳开放智算中心项目正式投产；涨停缘由：深圳开放智算中心1000P FP16算力项目已落地并投入运营；政务云+信创云双轮驱动，国产化替代空间广阔；多地智算中心招标启动；资金逻辑：算力基建主题资金聚焦落地确定性强的集成商，主力资金连续三日净流入；风险提示：项目制业务模式导致收入季度波动大，后续订单落地节奏存在不确定性	公司为客户搭建国产高性能算力服务器集群，提供算力及存储资源服务，算力业务已落地深圳开放智算中心1000P FP16	2026-03-03\|47.65\|-4.32\|49.80\|50.20\|47.50\|14028;2026-03-04\|46.50\|-2.41\|47.69\|48.17\|46.25\|16010;2026-03-05\|47.60\|2.37\|47.46\|48.29\|47.08\|12496;2026-03-06\|51.15\|7.46\|47.71\|52.25\|47.70\|31288;2026-03-09\|52.89\|3.40\|50.00\|53.16\|49.55\|31174;2026-03-10\|52.62\|-0.51\|53.41\|54.28\|52.47\|22538;2026-03-11\|52.39\|-0.44\|52.73\|53.02\|51.81\|13897;2026-03-12\|52.03\|-0.69\|52.38\|53.64\|51.51\|18081;2026-03-13\|51.01\|-1.96\|51.65\|51.87\|50.78\|15821;2026-03-16\|51.66\|1.27\|50.97\|52.77\|50.36\|11730;2026-03-17\|49.70\|-3.79\|52.30\|52.38\|49.57\|9276;2026-03-18\|51.14\|2.90\|49.71\|51.28\|49.71\|8654;2026-03-19\|50.16\|-1.92\|50.43\|51.23\|49.76\|9896;2026-03-20\|48.27\|-3.77\|50.16\|51.29\|48.15\|13733;2026-03-23\|44.20\|-8.43\|46.49\|48.98\|43.54\|25037;2026-03-24\|47.08\|6.52\|45.51\|47.18\|44.80\|18151;2026-03-25\|47.59\|1.08\|47.17\|48.50\|47.07\|11962;2026-03-26\|46.85\|-1.55\|47.90\|48.37\|46.49\|8876;2026-03-27\|49.60\|5.87\|46.85\|50.80\|46.40\|21499;2026-03-30\|49.08\|-1.05\|49.20\|49.64\|48.38\|15036;2026-03-31\|49.12\|0.08\|49.76\|52.62\|49.00\|30668;2026-04-01\|50.83\|3.48\|50.34\|51.37\|46.58\|25073;2026-04-02\|49.35\|-2.91\|50.40\|51.16\|49.05\|17997;2026-04-03\|48.21\|-2.31\|49.87\|49.87\|47.82\|12215;2026-04-07\|47.89\|-0.66\|48.97\|48.97\|47.75\|9194;2026-04-08\|50.20\|4.82\|48.89\|50.35\|48.89\|13290;2026-04-09\|49.09\|-2.21\|49.61\|49.63\|48.50\|12973;2026-04-10\|50.18\|2.22\|49.93\|51.60\|49.33\|17229;2026-04-13\|49.75\|-0.86\|49.50\|50.49\|48.83\|9836;2026-04-14\|50.25\|1.00\|50.78\|50.92\|49.58\|9391;2026-04-15\|52.25\|3.98\|50.68\|53.22\|50.28\|28479;2026-04-16\|56.01\|7.20\|52.42\|56.98\|52.15\|45005;2026-04-17\|55.20\|-1.45\|56.18\|56.55\|54.45\|29647;2026-04-20\|54.51\|-1.25\|55.19\|56.00\|54.30\|20834;2026-04-21\|53.70\|-1.49\|54.74\|54.85\|53.10\|13157;2026-04-22\|56.36\|4.95\|54.29\|56.90\|53.20\|38310;2026-04-23\|54.23\|-3.78\|56.60\|56.60\|53.80\|23193;2026-04-24\|53.15\|-1.99\|52.57\|54.20\|51.30\|29678;2026-04-27\|53.23\|0.15\|53.12\|53.99\|52.36\|18233;2026-04-28\|53.87\|1.20\|55.03\|56.28\|53.51\|37623;2026-04-29\|54.52\|1.21\|53.02\|55.50\|53.02\|22492;2026-04-30\|54.55\|0.06\|54.54\|55.50\|54.00\|16281;2026-05-06\|58.10\|6.51\|54.99\|58.40\|54.99\|40066;2026-05-07\|59.66\|2.69\|57.82\|61.30\|57.00\|38754;2026-05-08\|60.29\|1.06\|59.37\|60.70\|59.01\|25567;2026-05-11\|59.51\|-1.29\|60.21\|61.61\|59.09\|24407;2026-05-12\|58.85\|-1.11\|59.50\|60.18\|58.30\|17691;2026-05-13\|62.01\|5.37\|58.85\|62.79\|57.91\|36882;2026-05-14\|59.68\|-3.76\|62.46\|62.75\|59.61\|21006;2026-05-15\|57.62\|-3.45\|59.68\|60.34\|56.97\|23331;2026-05-18\|58.20\|1.01\|57.57\|59.14\|57.00\|13781;2026-05-19\|58.16\|-0.07\|58.31\|59.10\|57.18\|13270;2026-05-20\|57.33\|-1.43\|58.14\|58.50\|56.54\|15488;2026-05-21\|54.70\|-4.59\|57.98\|58.76\|54.60\|22155;2026-05-22\|57.52\|5.16\|56.31\|58.00\|54.85\|24344;2026-05-25\|55.30\|-3.86\|57.46\|57.97\|54.15\|27398;2026-05-26\|53.20\|-3.80\|54.45\|55.53\|52.25\|24525;2026-05-27\|50.68\|-4.74\|53.01\|53.85\|50.35\|17861;2026-05-28\|58.49\|15.41\|52.55\|59.51\|52.08\|52913;2026-05-29\|56.55\|-3.32\|59.62\|61.59\|56.31\|52806;2026-06-01\|53.10\|-6.10\|57.56\|58.38\|52.80\|37504;2026-06-02\|53.01\|-0.17\|53.05\|54.39\|50.89\|23258;2026-06-03\|52.62\|-0.74\|53.00\|55.31\|51.71\|21705;2026-06-04\|51.32\|-2.47\|52.23\|52.23\|50.66\|17250;2026-06-05\|51.42\|0.19\|51.09\|51.80\|49.31\|16143;2026-06-08\|56.75\|10.37\|49.80\|58.80\|49.65\|52295;2026-06-09\|55.05\|-3.00\|56.96\|57.00\|54.03\|31770;2026-06-10\|53.51\|-2.80\|55.55\|56.83\|52.70\|24873;2026-06-11\|52.90\|-1.14\|53.04\|54.60\|52.06\|21562;2026-06-12\|52.40\|-0.95\|53.71\|53.99\|51.80\|18721;2026-06-15\|55.27\|5.48\|52.89\|56.35\|52.52\|36254;2026-06-16\|43.82\|10.52\|40.20\|45.04\|38.89\|78398;2026-06-17\|43.87\|0.11\|43.80\|46.00\|43.15\|77665;2026-06-18\|44.19\|0.73\|43.91\|45.79\|43.28\|57951;2026-06-22\|44.89\|1.58\|44.21\|45.80\|42.95\|62971;2026-06-23\|44.54\|-0.78\|44.50\|46.08\|43.69\|37759;2026-06-24\|44.35\|-0.43\|44.10\|44.55\|42.61\|37454;2026-06-25\|44.13\|-0.50\|43.97\|46.58\|42.92\|48496;2026-06-26\|45.77\|3.72\|43.69\|47.18\|43.21\|79264;2026-06-29\|47.05\|2.80\|45.78\|47.78\|44.80\|70148;2026-06-30\|49.75\|5.74\|46.79\|49.99\|46.04\|76732;2026-07-01\|45.51\|-8.52\|48.94\|49.43\|44.72\|97614;2026-07-02\|41.92\|-7.89\|44.30\|44.47\|41.62\|67756;2026-07-03\|40.19\|-4.13\|41.52\|42.30\|40.08\|46686;2026-07-06\|37.90\|-5.70\|39.80\|40.54\|37.26\|40823;2026-07-07\|36.41\|-3.93\|37.11\|38.44\|36.23\|26881;2026-07-08\|35.85\|-1.54\|36.43\|37.50\|34.80\|33883;2026-07-09\|35.10\|-2.09\|35.47\|36.29\|33.81\|35570;2026-07-10\|36.95\|5.27\|34.55\|39.88\|34.37\|56199
115109		GPU电感+3D打印+羰基铁粉 1、据2025年8月27日互动易，公司的软磁粉以羰基铁粉、雾化合金粉为基础材料制备而成，在GPU领域可用于制造一体化电感，为GPU提供供电及滤波功能。公司属于GPU的二级供应商，产品已切入主流供应链，直接客户为电感供应商。 2、据2026年1月19日投资者关系活动记录表，受益于 AI 算力产业发展带动一体成型电感需求提升，羰基铁粉及软磁材料业务保持稳健，终端订单态势良好。羰基铁粉产品在磁流变液悬挂系统领域的性能和品质获得海内外客户认可。 3、据2025年11月25日互动易，公司全资子公司赣州悦龙新材料有限公司在应用钛合金3D打印材料的航空航天结构件领域实现了预研型试生产，但当前销售规模在公司整体收入中所占比重较小。	公司羰基铁粉已批量用于AI服务器芯片，一体成型电感是英伟达二级供应商，占英伟达份额30--40%	2026-03-03\|33.99\|-6.90\|36.39\|36.95\|33.70\|92926;2026-03-04\|35.60\|4.74\|33.20\|36.68\|33.17\|93942;2026-03-05\|34.78\|-2.30\|36.24\|36.36\|34.44\|51801;2026-03-06\|34.20\|-1.67\|33.58\|34.77\|33.51\|40888;2026-03-09\|33.99\|-0.61\|33.32\|34.14\|32.56\|43188;2026-03-10\|35.58\|4.68\|33.88\|35.65\|33.88\|47087;2026-03-11\|35.10\|-1.35\|35.68\|36.24\|34.86\|33889;2026-03-12\|34.18\|-2.62\|34.74\|35.01\|33.59\|40201;2026-03-13\|34.00\|-0.53\|34.28\|34.30\|33.49\|26234;2026-03-16\|35.79\|5.26\|33.85\|35.88\|32.94\|57896;2026-03-17\|33.08\|-7.57\|36.08\|36.08\|32.95\|71295;2026-03-18\|34.00\|2.78\|33.08\|34.25\|32.88\|32224;2026-03-19\|33.27\|-2.15\|33.60\|34.24\|32.88\|29583;2026-03-20\|32.01\|-3.79\|33.11\|33.63\|31.84\|33525;2026-03-23\|29.06\|-9.22\|31.43\|31.43\|28.52\|54170;2026-03-24\|29.89\|2.86\|29.88\|29.89\|28.52\|36705;2026-03-25\|30.43\|1.81\|30.06\|31.10\|30.06\|24752;2026-03-26\|29.54\|-2.92\|30.39\|30.58\|29.38\|19766;2026-03-27\|30.19\|2.20\|29.42\|30.61\|29.00\|16580;2026-03-30\|30.36\|0.56\|30.00\|30.87\|29.80\|23240;2026-03-31\|29.89\|-1.55\|30.56\|30.65\|29.71\|17041;2026-04-01\|30.85\|3.21\|30.60\|31.09\|30.03\|24351;2026-04-02\|30.16\|-2.24\|30.87\|31.41\|29.84\|23054;2026-04-03\|29.80\|-1.19\|30.03\|30.30\|29.60\|15367;2026-04-07\|29.93\|0.44\|30.10\|30.41\|29.40\|15769;2026-04-08\|31.46\|5.11\|30.50\|31.53\|30.50\|25449;2026-04-09\|31.33\|-0.41\|31.31\|31.68\|31.03\|16307;2026-04-10\|31.16\|-0.54\|31.48\|31.83\|31.02\|24085;2026-04-13\|31.16\|0.00\|31.00\|31.44\|30.72\|17904;2026-04-14\|33.01\|5.94\|31.50\|33.47\|31.31\|49708;2026-04-15\|32.52\|-1.48\|33.48\|33.48\|32.20\|24706;2026-04-16\|33.05\|1.63\|32.42\|33.18\|32.03\|22215;2026-04-17\|33.20\|0.45\|32.91\|33.59\|32.61\|18435;2026-04-20\|33.34\|0.42\|33.10\|34.00\|32.80\|29224;2026-04-21\|32.90\|-1.32\|33.39\|33.50\|32.77\|16785;2026-04-22\|33.10\|0.61\|32.90\|33.49\|32.58\|19463;2026-04-23\|32.21\|-2.69\|33.27\|33.27\|31.68\|25931;2026-04-24\|32.17\|-0.12\|31.79\|32.68\|31.45\|21470;2026-04-27\|33.23\|3.29\|32.19\|33.69\|32.03\|21313;2026-04-28\|31.42\|-5.45\|32.85\|32.85\|30.80\|54738;2026-04-29\|31.82\|1.27\|31.04\|32.09\|30.76\|24841;2026-04-30\|31.05\|-2.42\|31.83\|32.28\|30.66\|42734;2026-05-06\|31.55\|1.61\|31.11\|31.98\|30.96\|33359;2026-05-07\|32.09\|1.71\|31.63\|32.20\|31.25\|34573;2026-05-08\|32.83\|2.31\|32.10\|33.06\|31.59\|32478;2026-05-11\|33.38\|1.68\|33.13\|33.80\|32.98\|32420;2026-05-12\|32.76\|-1.86\|33.68\|33.70\|32.60\|24618;2026-05-13\|34.73\|6.01\|33.00\|35.95\|32.37\|66902;2026-05-14\|33.77\|-2.76\|35.18\|35.35\|33.58\|34742;2026-05-15\|33.93\|0.47\|34.22\|34.60\|33.12\|41842;2026-05-18\|34.30\|1.09\|33.88\|34.63\|33.10\|30491;2026-05-19\|34.18\|-0.35\|34.18\|34.48\|33.44\|30457;2026-05-20\|34.33\|0.44\|34.00\|34.65\|33.50\|31159;2026-05-21\|32.71\|-4.72\|34.33\|35.47\|32.61\|49486;2026-05-22\|36.58\|11.83\|32.66\|37.76\|32.66\|101376;2026-05-25\|37.45\|2.38\|36.20\|38.23\|35.56\|86091;2026-05-26\|36.32\|-3.02\|37.27\|37.40\|35.45\|55450;2026-05-27\|38.57\|6.19\|36.58\|40.20\|36.07\|99648;2026-05-28\|41.49\|7.57\|38.50\|42.71\|38.00\|100016;2026-05-29\|38.80\|-6.48\|41.75\|41.96\|38.60\|84220;2026-06-01\|36.79\|-5.18\|38.80\|40.16\|36.53\|85898;2026-06-02\|40.00\|8.73\|35.93\|40.43\|35.93\|74102;2026-06-03\|40.22\|0.55\|39.80\|41.78\|39.51\|72655;2026-06-04\|40.99\|1.91\|39.53\|41.68\|39.00\|66260;2026-06-05\|42.49\|3.66\|40.54\|44.60\|38.38\|95409;2026-06-08\|40.48\|14.87\|36.22\|41.98\|35.56\|181886;2026-06-09\|42.35\|4.62\|43.80\|45.99\|40.80\|207592;2026-06-10\|46.90\|10.74\|44.26\|48.15\|43.42\|204509;2026-06-11\|41.50\|-11.51\|45.24\|46.00\|40.50\|189696;2026-06-12\|38.49\|-7.25\|42.00\|42.87\|37.64\|184436;2026-06-15\|43.75\|13.67\|38.64\|45.54\|38.64\|184030;2026-06-16\|48.50\|10.86\|42.96\|50.81\|41.80\|198799;2026-06-17\|47.09\|-2.91\|47.02\|48.55\|46.39\|118092;2026-06-18\|49.35\|4.80\|45.99\|51.09\|44.68\|166359;2026-06-22\|48.77\|-1.18\|53.69\|54.73\|47.11\|178914;2026-06-23\|48.20\|-1.17\|47.51\|51.49\|46.16\|141553;2026-06-24\|47.82\|-0.79\|46.85\|50.00\|45.98\|125752;2026-06-25\|46.68\|-2.38\|47.47\|48.32\|44.70\|125711;2026-06-26\|46.15\|-1.14\|46.50\|48.36\|44.36\|110882;2026-06-29\|47.43\|2.77\|46.32\|50.58\|45.42\|142238;2026-06-30\|46.08\|-2.85\|48.00\|49.30\|45.30\|126998;2026-07-01\|48.10\|4.38\|47.00\|49.80\|45.87\|138917;2026-07-02\|49.49\|2.89\|45.80\|52.00\|44.50\|159944;2026-07-03\|44.80\|-9.48\|48.16\|48.80\|43.04\|124004;2026-07-06\|43.30\|-3.35\|45.52\|47.00\|42.99\|90974;2026-07-07\|41.06\|-5.17\|43.10\|43.83\|40.56\|89711;2026-07-08\|38.57\|-6.06\|40.69\|41.27\|38.00\|102170;2026-07-09\|38.97\|1.04\|38.82\|39.73\|36.70\|82939;2026-07-10\|36.60\|-6.08\|40.00\|40.27\|36.39\|9868371
115108		算力+TGV玻璃基板+UTG+国企 1、据2026年5月28日公告，公司子公司芜湖长信智算拟以自有或自筹资金向多家供应商采购服务器，采购合同总金额预计不超过人民币30亿元；据2026年6月8日互动易，子公司长信智算与联通青海绿电签署五年期、含税2.62亿元算力服务合同，落地算力租赁订单。 2、据2026年6月10日互动易，公司UTG业务已进入荣耀等头部客户供应链，TGV玻璃基板技术正积极布局，致力于以业绩增长支撑内在价值提升。 3、据2026年5月20日投资者关系活动记录表，2026年子公司东信光电再获荣耀Magic V6项目订单，UTG产品在折叠手机领域已全面取代CPI；据2026年4月27日年报，公司积极推动UTG在光伏、航空航天等高端领域落地。 4、据2026年5月20日投资者关系活动记录表，公司实际控制人为安徽省投资集团控股有限公司，最终控制人为安徽省国有资产监督管理委员会。	子公司签订2.62亿元算力服务合同	2026-03-03\|6.35\|-5.22\|6.71\|6.74\|6.32\|975832;2026-03-04\|6.34\|-0.16\|6.25\|6.50\|6.25\|749781;2026-03-05\|6.74\|6.31\|6.47\|6.89\|6.47\|1867703;2026-03-06\|6.64\|-1.48\|6.65\|6.70\|6.49\|998646;2026-03-09\|6.66\|0.30\|6.51\|6.68\|6.36\|1051182;2026-03-10\|6.75\|1.35\|6.72\|6.88\|6.71\|936534;2026-03-11\|6.83\|1.19\|6.76\|6.94\|6.74\|1051507;2026-03-12\|6.89\|0.88\|6.78\|6.94\|6.76\|1000075;2026-03-13\|6.81\|-1.16\|6.83\|6.97\|6.78\|1164571;2026-03-16\|6.71\|-1.47\|6.77\|6.79\|6.65\|727866;2026-03-17\|6.49\|-3.28\|6.73\|6.76\|6.47\|765081;2026-03-18\|6.68\|2.93\|6.53\|6.71\|6.52\|730742;2026-03-19\|6.64\|-0.60\|6.61\|6.72\|6.55\|765256;2026-03-20\|6.35\|-4.37\|6.70\|6.75\|6.35\|931040;2026-03-23\|5.88\|-7.40\|6.25\|6.25\|5.79\|1091389;2026-03-24\|6.02\|2.38\|6.01\|6.04\|5.85\|616628;2026-03-25\|6.15\|2.16\|6.04\|6.24\|6.02\|639307;2026-03-26\|5.97\|-2.93\|6.14\|6.15\|5.93\|564871;2026-03-27\|6.01\|0.67\|5.86\|6.04\|5.86\|362507;2026-03-30\|5.96\|-0.83\|5.90\|5.98\|5.80\|414272;2026-03-31\|5.89\|-1.17\|5.94\|6.01\|5.87\|379414;2026-04-01\|6.01\|2.04\|6.11\|6.18\|6.01\|582883;2026-04-02\|5.90\|-1.83\|6.00\|6.04\|5.84\|401372;2026-04-03\|5.84\|-1.02\|5.91\|5.93\|5.83\|278117;2026-04-07\|5.88\|0.68\|5.90\|5.95\|5.83\|306394;2026-04-08\|6.21\|5.61\|6.02\|6.22\|6.02\|831224;2026-04-09\|6.19\|-0.32\|6.12\|6.28\|6.10\|589803;2026-04-10\|6.23\|0.65\|6.22\|6.33\|6.21\|507841;2026-04-13\|6.20\|-0.48\|6.18\|6.26\|6.15\|324485;2026-04-14\|6.24\|0.65\|6.26\|6.28\|6.17\|385535;2026-04-15\|6.81\|9.13\|6.88\|7.46\|6.71\|4163459;2026-04-16\|7.77\|14.10\|6.82\|8.17\|6.82\|7542507;2026-04-17\|7.59\|-2.32\|7.52\|7.91\|7.48\|5012532;2026-04-20\|7.47\|-1.58\|7.53\|7.70\|7.40\|2891643;2026-04-21\|7.18\|-3.88\|7.40\|7.46\|7.11\|2187216;2026-04-22\|7.41\|3.20\|7.13\|7.55\|7.08\|3106274;2026-04-23\|7.13\|-3.78\|7.32\|7.37\|7.11\|1857648;2026-04-24\|7.05\|-1.12\|7.04\|7.12\|6.85\|1657548;2026-04-27\|7.06\|0.14\|7.01\|7.12\|6.93\|1154383;2026-04-28\|6.57\|-6.94\|6.87\|6.87\|6.52\|1951505;2026-04-29\|6.72\|2.28\|6.51\|6.79\|6.48\|1131852;2026-04-30\|6.55\|-2.53\|6.67\|6.75\|6.53\|974030;2026-05-06\|6.94\|5.95\|6.65\|7.12\|6.64\|1890741;2026-05-07\|7.24\|4.32\|6.97\|7.30\|6.90\|1928792;2026-05-08\|7.27\|0.41\|7.16\|7.30\|7.12\|1421129;2026-05-11\|7.29\|0.28\|7.37\|7.42\|7.24\|1508754;2026-05-12\|7.26\|-0.41\|7.27\|7.42\|7.19\|1283153;2026-05-13\|7.52\|3.58\|7.20\|7.57\|7.12\|1622519;2026-05-14\|7.27\|-3.32\|7.52\|7.52\|7.27\|1300819;2026-05-15\|7.10\|-2.34\|7.29\|7.35\|7.02\|1252068;2026-05-18\|7.21\|1.55\|7.13\|7.32\|7.08\|1012177;2026-05-19\|7.15\|-0.83\|7.18\|7.24\|6.99\|1146966;2026-05-20\|7.02\|-1.82\|7.10\|7.19\|6.97\|930646;2026-05-21\|7.09\|1.00\|7.69\|7.99\|7.08\|2932794;2026-05-22\|7.19\|1.41\|7.21\|7.27\|6.86\|2087609;2026-05-25\|7.37\|2.50\|7.31\|7.45\|7.17\|1728314;2026-05-26\|7.34\|-0.41\|7.31\|7.49\|7.20\|1662379;2026-05-27\|7.89\|7.49\|7.38\|8.00\|7.35\|4071721;2026-05-28\|7.87\|-0.25\|7.80\|8.16\|7.59\|3016634;2026-05-29\|7.10\|-9.78\|7.75\|7.77\|7.04\|2993165;2026-06-01\|7.16\|0.85\|7.02\|7.58\|7.02\|2061714;2026-06-02\|7.23\|0.98\|7.05\|7.30\|7.00\|1582407;2026-06-03\|8.09\|12.67\|7.33\|8.50\|7.30\|5268374;2026-06-04\|8.42\|4.08\|7.81\|8.50\|7.81\|4193629;2026-06-05\|8.36\|-0.71\|8.23\|8.80\|8.10\|3952396;2026-06-08\|8.07\|-3.47\|8.15\|8.44\|8.03\|2714124;2026-06-09\|8.55\|5.95\|8.25\|8.63\|8.01\|3522490;2026-06-10\|8.12\|-5.03\|8.33\|8.35\|8.02\|2359953;2026-06-11\|7.79\|-4.06\|7.97\|8.03\|7.60\|2333664;2026-06-12\|7.46\|-4.24\|8.00\|8.20\|7.38\|3069808;2026-06-15\|7.84\|5.09\|7.58\|8.04\|7.57\|2514126;2026-06-16\|8.81\|12.37\|7.82\|9.03\|7.72\|4057047;2026-06-17\|10.57\|19.98\|9.56\|10.57\|9.56\|4203793;2026-06-18\|10.37\|-1.89\|10.50\|10.97\|9.77\|6447791;2026-06-22\|10.39\|0.19\|11.03\|11.23\|10.19\|4026745;2026-06-23\|9.90\|-4.72\|10.25\|10.44\|9.79\|2735897;2026-06-24\|9.81\|-0.91\|9.80\|9.89\|9.35\|3003725;2026-06-25\|10.29\|4.89\|10.11\|10.98\|9.99\|4367796;2026-06-26\|11.67\|13.41\|10.50\|12.35\|10.46\|6184972;2026-06-29\|11.10\|-4.88\|11.72\|12.26\|10.73\|4851981;2026-06-30\|11.60\|4.50\|11.48\|12.15\|11.30\|4537685;2026-07-01\|11.09\|-4.40\|11.55\|11.75\|10.84\|4165598;2026-07-02\|10.51\|-5.23\|10.32\|11.10\|9.88\|3094963;2026-07-03\|9.88\|-5.99\|10.42\|10.48\|9.82\|2483628;2026-07-06\|9.18\|-7.08\|9.95\|10.03\|9.14\|2467549;2026-07-07\|8.89\|-3.16\|9.12\|9.27\|8.76\|1665495;2026-07-08\|8.42\|-5.29\|8.99\|9.05\|8.38\|1805648;2026-07-09\|8.90\|5.70\|8.58\|8.92\|8.46\|2068145;2026-07-10\|8.50\|-4.49\|8.98\|9.30\|8.50\|2477990
115107		涨停揭秘：新能源测试电源龙头爱科赛博涨停，受益于光伏储能装机高增及可控核聚变重点项目加速落地；涨停缘由：精密测试电源广泛应用于光伏逆变器、储能变流器产线检测；公司已对接BEST、环流三号等可控核聚变项目，四季度有望获取商业堆招标订单，核聚变电源技术壁垒极高；资金逻辑：新能源与核聚变概念共振，资金提前布局高弹性设备商，4月27日板块集体走强背景下获主力资金大幅净流入，机构调研频次显著提升；风险提示：可控核聚变项目尚处工程验证阶段，订单落地存在不确定性；光伏行业产能过剩或压制测试设备采购节奏	1、新能源相关领域头部企业的测试电源供应商；公司5月15日发布PRL系列高动态回馈型负载产品，切入AIDC人工智能数据中心全链路电源测试场景，可支撑兆瓦级算力柜测试； 2、公司全力拓展可控核聚变业务，正积极对接BEST、环流三号等核心重点项目并同步推进商业堆多技术路线，预计四季度随项目进展及招标公示力争取得合作订单	2026-03-03\|43.17\|-7.89\|47.36\|47.59\|43.00\|29832;2026-03-04\|41.50\|-3.87\|43.02\|43.59\|41.20\|35027;2026-03-05\|41.49\|-0.02\|42.28\|42.60\|41.29\|31085;2026-03-06\|42.29\|1.93\|41.52\|42.74\|41.19\|23468;2026-03-09\|41.29\|-2.36\|41.80\|41.80\|40.00\|21041;2026-03-10\|42.30\|2.45\|41.51\|43.08\|41.51\|22466;2026-03-11\|41.60\|-1.65\|42.49\|42.69\|41.32\|14748;2026-03-12\|40.38\|-2.93\|41.40\|41.40\|39.81\|18742;2026-03-13\|39.29\|-2.70\|40.43\|40.43\|39.23\|21770;2026-03-16\|39.21\|-0.20\|39.03\|39.27\|38.06\|16608;2026-03-17\|38.05\|-2.96\|39.22\|39.50\|37.84\|17901;2026-03-18\|37.74\|-0.81\|37.55\|38.22\|37.14\|21516;2026-03-19\|36.65\|-2.89\|37.02\|37.58\|36.50\|15285;2026-03-20\|38.37\|4.69\|36.91\|40.24\|36.18\|54885;2026-03-23\|37.96\|-1.07\|37.00\|40.23\|37.00\|53016;2026-03-24\|40.43\|6.51\|38.95\|40.78\|37.51\|42808;2026-03-25\|42.00\|3.88\|40.79\|42.44\|39.75\|41542;2026-03-26\|42.29\|0.69\|41.70\|42.80\|41.35\|33601;2026-03-27\|43.37\|2.55\|41.60\|44.39\|41.60\|36062;2026-03-30\|44.00\|1.45\|42.90\|44.45\|42.37\|27002;2026-03-31\|42.94\|-2.41\|43.66\|44.40\|42.68\|27097;2026-04-01\|43.08\|0.33\|43.82\|43.99\|42.45\|23763;2026-04-02\|42.42\|-1.53\|42.44\|43.69\|42.15\|20228;2026-04-03\|44.50\|4.90\|42.91\|45.39\|42.42\|43153;2026-04-07\|43.32\|-2.65\|44.22\|45.06\|43.01\|27215;2026-04-08\|44.86\|3.55\|43.91\|44.96\|43.69\|24511;2026-04-09\|46.09\|2.74\|44.22\|46.59\|44.22\|32815;2026-04-10\|47.45\|2.95\|46.48\|48.16\|45.90\|39776;2026-04-13\|48.40\|2.00\|46.10\|49.26\|45.30\|55025;2026-04-14\|50.51\|4.36\|47.70\|51.20\|47.70\|50890;2026-04-15\|50.00\|-1.01\|50.10\|50.84\|49.21\|33539;2026-04-16\|53.86\|7.72\|50.93\|54.00\|50.20\|62274;2026-04-17\|52.99\|-1.62\|53.58\|56.00\|52.75\|73556;2026-04-20\|54.48\|2.81\|53.55\|55.88\|53.05\|47781;2026-04-21\|54.03\|-0.83\|53.82\|54.77\|53.10\|33133;2026-04-22\|57.42\|6.27\|53.25\|58.00\|53.25\|67108;2026-04-23\|56.89\|-0.92\|56.08\|59.59\|55.42\|43325;2026-04-24\|55.15\|-3.06\|56.99\|56.99\|54.02\|35202;2026-04-27\|61.77\|12.00\|55.40\|62.68\|55.24\|63789;2026-04-28\|59.91\|-3.01\|61.10\|62.49\|59.00\|33984;2026-04-29\|59.31\|-1.00\|60.00\|60.68\|57.01\|27276;2026-04-30\|59.96\|1.10\|60.00\|61.20\|58.75\|27851;2026-05-06\|65.96\|10.01\|60.50\|68.00\|59.67\|56558;2026-05-07\|67.28\|2.00\|67.94\|67.94\|65.18\|31987;2026-05-08\|69.45\|3.23\|67.28\|69.50\|64.21\|43251;2026-05-11\|74.60\|7.42\|72.16\|75.40\|70.34\|51106;2026-05-12\|77.15\|3.42\|75.50\|78.88\|73.47\|50814;2026-05-13\|76.27\|-1.14\|76.80\|78.00\|75.00\|32534;2026-05-14\|76.60\|0.43\|75.88\|80.00\|75.88\|27974;2026-05-15\|72.98\|-4.73\|77.74\|77.74\|71.92\|66254;2026-05-18\|75.15\|2.97\|72.00\|76.90\|71.01\|42981;2026-05-19\|78.09\|3.91\|74.85\|78.96\|74.26\|29707;2026-05-20\|79.71\|2.07\|78.61\|79.85\|75.59\|39469;2026-05-21\|75.53\|-5.24\|80.00\|82.95\|75.00\|44760;2026-05-22\|79.59\|5.38\|76.11\|83.00\|75.45\|42145;2026-05-25\|81.00\|1.77\|80.37\|81.77\|78.59\|30811;2026-05-26\|74.25\|-8.33\|80.20\|82.99\|73.10\|55014;2026-05-27\|71.70\|-3.43\|75.72\|76.97\|70.21\|63130;2026-05-28\|75.10\|4.74\|71.54\|76.14\|68.83\|54639;2026-05-29\|76.12\|1.36\|76.72\|78.50\|73.30\|54011;2026-06-01\|71.36\|-6.25\|75.45\|76.11\|70.07\|30681;2026-06-02\|70.89\|-0.66\|71.36\|73.00\|68.55\|37228;2026-06-03\|79.09\|11.57\|71.00\|82.49\|69.50\|76318;2026-06-04\|81.70\|3.30\|79.53\|82.60\|77.01\|101910;2026-06-05\|78.78\|-3.57\|83.50\|87.83\|78.50\|66081;2026-06-08\|78.20\|-0.74\|69.59\|82.69\|69.59\|59947;2026-06-09\|93.20\|19.18\|80.00\|93.84\|78.80\|79846;2026-06-10\|85.97\|-7.76\|94.00\|94.00\|85.18\|52694;2026-06-11\|84.56\|-1.64\|85.75\|88.80\|81.77\|40263;2026-06-12\|79.79\|-5.64\|86.70\|91.34\|78.82\|72971;2026-06-15\|78.95\|-1.05\|79.77\|84.37\|77.27\|71483;2026-06-16\|89.16\|12.93\|78.90\|91.17\|77.64\|85909;2026-06-17\|92.16\|3.36\|89.37\|95.61\|86.66\|79587;2026-06-18\|87.00\|-5.60\|92.53\|94.07\|85.60\|70100;2026-06-22\|83.60\|-3.91\|88.10\|88.10\|81.49\|69233;2026-06-23\|82.12\|-1.77\|84.68\|85.00\|80.82\|38974;2026-06-24\|83.00\|1.07\|81.00\|84.54\|78.10\|47789;2026-06-25\|82.66\|-0.41\|83.53\|84.40\|78.00\|56189;2026-06-26\|78.00\|-5.64\|81.40\|83.54\|77.00\|43596;2026-06-29\|73.95\|-5.19\|77.00\|80.34\|70.00\|69378;2026-06-30\|77.00\|4.12\|74.67\|79.94\|73.47\|43910;2026-07-01\|79.06\|2.68\|77.04\|82.82\|76.00\|47874;2026-07-02\|74.22\|-6.12\|76.99\|81.00\|73.47\|44587;2026-07-03\|70.50\|-5.01\|73.00\|74.88\|69.88\|44373;2026-07-06\|73.91\|4.84\|71.96\|74.74\|68.00\|66884;2026-07-07\|69.95\|-5.36\|75.88\|76.50\|68.61\|40404;2026-07-08\|66.97\|-4.26\|70.11\|71.83\|65.43\|53152;2026-07-09\|68.00\|1.54\|66.71\|70.23\|65.00\|59373;2026-07-10\|65.53\|-3.63\|66.71\|70.50\|65.52\|4219737
115106		涨停揭秘：企业级专用网络服务商切入AI算力服务赛道，华为云生态协同效应显现；涨停缘由：加入华为云精英服务商计划，提供GPU算力服务；全球66家海外运营商合作夯实跨境算力调度能力；专用网络低时延优势适配AI训练推理；资金逻辑：云计算数据中心板块资金向具备实际算力服务能力的标的倾斜，机构调研频次显著提升；风险提示：算力服务处于投入期，毛利率低于传统网络业务，盈利拐点需观察规模效应	1、专用网络服务提供商，已在全球建成业务节点，可以提供企业级多种规格的CPU、GPU算力服务； 2、已加入华为云精英服务商计划，已与全球66家海外运营商或机构建立了合作，包括Lumen	2026-03-03\|25.27\|-6.27\|26.98\|27.19\|25.21\|139319;2026-03-04\|25.33\|0.24\|25.00\|25.75\|24.90\|77167;2026-03-05\|26.06\|2.88\|25.98\|26.38\|25.62\|100796;2026-03-06\|26.45\|1.50\|25.80\|26.55\|25.59\|79188;2026-03-09\|27.91\|5.52\|25.89\|28.07\|25.78\|176003;2026-03-10\|28.93\|3.65\|27.91\|29.30\|27.82\|213604;2026-03-11\|28.58\|-1.21\|29.08\|29.93\|28.46\|191530;2026-03-12\|27.73\|-2.97\|28.40\|28.60\|27.50\|96544;2026-03-13\|26.12\|-5.81\|27.80\|27.86\|26.10\|103584;2026-03-16\|26.85\|2.79\|26.12\|26.85\|25.71\|88366;2026-03-17\|25.75\|-4.10\|26.68\|26.96\|25.62\|97098;2026-03-18\|27.49\|6.76\|26.05\|27.68\|26.05\|123326;2026-03-19\|27.72\|0.84\|27.00\|28.54\|26.98\|162510;2026-03-20\|25.89\|-6.60\|27.61\|27.97\|25.83\|133758;2026-03-23\|24.36\|-5.91\|25.40\|25.95\|24.13\|98908;2026-03-24\|25.19\|3.41\|24.93\|25.25\|24.16\|79789;2026-03-25\|26.34\|4.57\|25.39\|27.25\|25.39\|113482;2026-03-26\|24.98\|-5.16\|26.15\|26.36\|24.86\|84868;2026-03-27\|25.05\|0.28\|24.57\|25.56\|24.27\|67983;2026-03-30\|25.45\|1.60\|24.72\|25.58\|24.01\|75691;2026-03-31\|24.99\|-1.81\|25.10\|25.79\|24.96\|58663;2026-04-01\|25.53\|2.16\|25.53\|26.19\|25.25\|76136;2026-04-02\|24.03\|-5.88\|25.38\|25.40\|23.78\|79497;2026-04-03\|24.17\|0.58\|24.46\|24.75\|24.07\|77489;2026-04-07\|24.00\|-0.70\|24.01\|24.58\|23.86\|46167;2026-04-08\|25.95\|8.12\|24.86\|25.97\|24.72\|104312;2026-04-09\|25.19\|-2.93\|25.50\|25.75\|24.98\|72936;2026-04-10\|25.06\|-0.52\|26.01\|26.06\|25.05\|60174;2026-04-13\|25.34\|1.12\|25.05\|25.68\|24.56\|56774;2026-04-14\|26.08\|2.92\|25.85\|26.42\|25.68\|89681;2026-04-15\|25.56\|-1.99\|26.00\|26.35\|25.46\|63452;2026-04-16\|26.79\|4.81\|25.70\|26.93\|25.65\|128934;2026-04-17\|26.30\|-1.83\|26.51\|26.65\|26.01\|93298;2026-04-20\|26.12\|-0.68\|26.12\|26.50\|25.90\|69961;2026-04-21\|25.57\|-2.11\|25.95\|25.97\|24.99\|74956;2026-04-22\|26.21\|2.50\|25.32\|26.26\|25.27\|75530;2026-04-23\|25.87\|-1.30\|26.00\|26.58\|25.66\|71069;2026-04-24\|25.40\|-1.82\|25.73\|25.93\|24.39\|87045;2026-04-27\|24.92\|-1.89\|25.36\|25.82\|24.75\|57047;2026-04-28\|26.01\|4.37\|26.40\|27.36\|25.70\|174958;2026-04-29\|26.86\|3.27\|26.01\|27.36\|25.84\|169680;2026-04-30\|26.94\|0.30\|26.92\|27.86\|26.79\|111490;2026-05-06\|27.84\|3.34\|27.65\|28.13\|27.41\|131147;2026-05-07\|28.92\|3.88\|27.90\|29.37\|27.68\|180317;2026-05-08\|28.40\|-1.80\|28.45\|28.99\|27.96\|137721;2026-05-11\|28.42\|0.07\|28.69\|28.87\|28.08\|124599;2026-05-12\|27.87\|-1.94\|28.22\|28.48\|27.78\|90791;2026-05-13\|28.91\|3.73\|27.81\|29.15\|27.53\|120446;2026-05-14\|27.83\|-3.74\|29.30\|29.30\|27.83\|89645;2026-05-15\|28.28\|1.62\|28.08\|28.97\|27.96\|104247;2026-05-18\|28.82\|1.91\|28.29\|29.33\|28.28\|88499;2026-05-19\|29.74\|3.19\|28.58\|29.75\|28.46\|153787;2026-05-20\|29.00\|-2.49\|29.40\|30.35\|28.79\|129226;2026-05-21\|28.40\|-2.07\|29.31\|30.33\|28.32\|204073;2026-05-22\|28.80\|1.41\|28.80\|29.09\|28.26\|119353;2026-05-25\|29.33\|1.84\|28.73\|29.55\|28.58\|120718;2026-05-26\|28.82\|-1.74\|29.02\|29.20\|27.76\|104062;2026-05-27\|27.64\|-4.09\|28.60\|28.75\|27.20\|100951;2026-05-28\|28.17\|1.92\|27.79\|28.44\|27.29\|80998;2026-05-29\|18.56\|-7.66\|20.00\|20.29\|18.38\|136001;2026-06-01\|18.78\|1.19\|18.51\|19.18\|18.42\|86881;2026-06-02\|18.70\|-0.43\|18.78\|18.88\|17.93\|89097;2026-06-03\|18.82\|0.64\|18.59\|19.64\|18.53\|94310;2026-06-04\|18.28\|-2.87\|18.61\|19.07\|18.07\|88745;2026-06-05\|18.29\|0.05\|18.23\|18.62\|17.49\|83877;2026-06-08\|17.27\|-5.58\|17.75\|17.99\|17.12\|79329;2026-06-09\|17.54\|1.56\|17.60\|17.61\|17.18\|58505;2026-06-10\|17.57\|0.17\|17.40\|17.80\|17.29\|82369;2026-06-11\|16.85\|-4.10\|17.63\|17.72\|16.70\|75808;2026-06-12\|17.35\|2.97\|17.09\|17.66\|17.00\|73863;2026-06-15\|18.09\|4.27\|17.36\|18.10\|17.36\|64189;2026-06-16\|20.73\|14.59\|18.00\|21.25\|17.91\|291211;2026-06-17\|21.47\|3.57\|20.54\|22.57\|20.23\|305527;2026-06-18\|22.26\|3.68\|21.75\|22.70\|21.13\|192056;2026-06-22\|22.91\|2.92\|22.11\|23.13\|21.93\|187330;2026-06-23\|21.87\|-4.54\|22.77\|22.97\|21.66\|179521;2026-06-24\|21.69\|-0.82\|21.52\|21.88\|21.17\|115258;2026-06-25\|21.32\|-1.71\|21.48\|22.15\|20.71\|103713;2026-06-26\|20.83\|-2.30\|20.99\|21.92\|20.50\|108648;2026-06-29\|19.63\|-5.76\|20.92\|21.14\|18.93\|114280;2026-06-30\|20.31\|3.46\|19.74\|20.58\|19.34\|110231;2026-07-01\|20.12\|-0.94\|20.48\|20.77\|19.92\|117045;2026-07-02\|18.69\|-7.11\|19.75\|20.05\|18.66\|123283;2026-07-03\|18.84\|0.80\|18.69\|19.23\|18.60\|101154;2026-07-06\|17.33\|-8.01\|18.88\|18.99\|17.28\|131142;2026-07-07\|16.10\|-7.10\|17.19\|17.32\|15.80\|137872;2026-07-08\|16.41\|1.93\|16.16\|16.98\|15.86\|193425;2026-07-09\|16.11\|-1.83\|16.20\|16.41\|15.39\|171205;2026-07-10\|16.26\|0.93\|16.03\|16.93\|15.94\|131557
115105		涨停揭秘：欧陆通为国内数据中心电源核心供应商，浸没式液冷电源已量产交付，直接受益阿里百炼云涨价及谷歌来华采购液冷设备催化；涨停缘由：阿里百炼云等算力产品涨价；谷歌来华采购液冷设备；国产智算中心建设提速；公司3200W-5500W钛金GPU电源批量出货；资金逻辑：主力资金连续两日大幅净流入，涨停伴随大额买单堆积，机构调研密集，Q1订单可见度高；风险提示：服务器电源行业竞争加剧，客户集中度高，技术迭代快带来研发持续投入压力	公司就算力设备GPU电源项目开展合作，将全力配合客户推进至测试、小批量及批量生产	2026-03-03\|268.53\|-3.88\|283.98\|286.88\|266.28\|71636;2026-03-04\|267.00\|-0.57\|263.97\|272.09\|259.50\|54114;2026-03-05\|293.21\|9.82\|282.00\|303.22\|276.62\|95355;2026-03-06\|301.00\|2.66\|296.01\|313.78\|286.00\|76241;2026-03-09\|278.64\|-7.43\|285.27\|288.90\|259.09\|87368;2026-03-10\|301.00\|8.02\|295.01\|303.33\|289.00\|62979;2026-03-11\|285.82\|-5.04\|300.99\|306.88\|284.02\|60045;2026-03-12\|268.50\|-6.06\|285.81\|286.88\|264.50\|62674;2026-03-13\|263.64\|-1.81\|264.69\|270.87\|261.03\|37552;2026-03-16\|262.30\|-0.51\|260.02\|265.90\|251.78\|45220;2026-03-17\|247.51\|-5.64\|266.97\|268.50\|246.97\|48453;2026-03-18\|262.79\|6.17\|252.60\|263.66\|248.90\|50047;2026-03-19\|254.20\|-3.27\|257.00\|263.99\|251.80\|46634;2026-03-20\|253.61\|-0.23\|257.00\|264.00\|253.45\|55751;2026-03-23\|236.50\|-6.75\|242.00\|248.60\|235.01\|40868;2026-03-24\|235.20\|-0.55\|241.98\|242.00\|227.88\|41517;2026-03-25\|258.80\|10.03\|239.75\|260.00\|239.50\|76453;2026-03-26\|244.95\|-5.35\|255.00\|255.89\|243.50\|44353;2026-03-27\|247.69\|1.12\|240.00\|255.83\|237.19\|42271;2026-03-30\|251.28\|1.45\|242.00\|257.00\|239.68\|37794;2026-03-31\|243.18\|-3.22\|250.40\|254.79\|240.60\|32113;2026-04-01\|257.22\|5.77\|250.24\|259.98\|250.00\|48764;2026-04-02\|266.20\|3.49\|254.82\|273.00\|250.00\|70039;2026-04-03\|261.04\|-1.94\|270.15\|272.80\|260.44\|39163;2026-04-07\|268.91\|3.01\|265.00\|288.00\|263.66\|58158;2026-04-08\|290.60\|8.07\|287.98\|292.15\|277.20\|56652;2026-04-09\|300.00\|3.23\|289.00\|311.99\|285.00\|78707;2026-04-10\|314.00\|4.67\|294.61\|323.50\|294.61\|69083;2026-04-13\|310.10\|-1.24\|314.00\|324.17\|306.57\|58358;2026-04-14\|318.90\|2.84\|314.99\|323.44\|308.76\|56354;2026-04-15\|338.00\|5.99\|322.00\|353.65\|320.80\|74482;2026-04-16\|354.49\|4.88\|343.46\|364.00\|343.46\|49495;2026-04-17\|358.88\|1.24\|353.56\|374.56\|347.06\|56620;2026-04-20\|386.00\|7.56\|362.00\|403.97\|360.40\|79556;2026-04-21\|367.73\|-4.73\|385.13\|386.59\|360.60\|61479;2026-04-22\|372.95\|1.42\|365.49\|375.00\|351.67\|65885;2026-04-23\|357.00\|-4.28\|378.92\|382.00\|351.10\|69391;2026-04-24\|347.20\|-2.75\|354.12\|359.77\|344.96\|53950;2026-04-27\|391.25\|12.69\|351.35\|393.38\|351.35\|89863;2026-04-28\|378.41\|-3.28\|392.90\|395.00\|373.01\|45831;2026-04-29\|375.99\|-0.64\|379.76\|390.00\|372.37\|36863;2026-04-30\|404.00\|7.45\|384.11\|412.32\|381.30\|56651;2026-05-06\|405.30\|0.32\|410.46\|424.88\|404.20\|51025;2026-05-07\|395.33\|-2.46\|402.00\|405.03\|390.05\|43906;2026-05-08\|384.78\|-2.67\|389.00\|393.80\|380.20\|33935;2026-05-11\|388.49\|0.96\|392.94\|399.30\|379.13\|41694;2026-05-12\|394.40\|1.52\|391.47\|399.88\|383.01\|35459;2026-05-13\|440.00\|11.56\|392.70\|443.70\|388.15\|54955;2026-05-14\|421.27\|-4.26\|448.80\|450.00\|420.63\|48475;2026-05-15\|406.46\|-3.52\|425.16\|427.70\|391.23\|52517;2026-05-18\|421.00\|3.58\|405.18\|436.50\|400.20\|44765;2026-05-19\|410.51\|-2.49\|420.00\|422.35\|402.18\|46981;2026-05-20\|416.01\|1.34\|413.00\|419.17\|401.20\|35526;2026-05-21\|391.00\|-6.01\|421.19\|429.19\|389.00\|38901;2026-05-22\|411.20\|5.17\|398.00\|412.58\|394.00\|41608;2026-05-25\|423.00\|2.87\|417.48\|431.98\|406.00\|32683;2026-05-26\|424.94\|0.46\|419.46\|429.00\|406.79\|35438;2026-05-27\|417.00\|-1.87\|429.98\|445.14\|411.20\|36061;2026-05-28\|298.39\|0.25\|298.89\|302.00\|288.80\|45440;2026-05-29\|275.00\|-7.84\|299.99\|300.48\|272.00\|70294;2026-06-01\|254.00\|-7.64\|281.31\|282.89\|252.22\|69901;2026-06-02\|271.61\|6.93\|257.00\|276.70\|251.98\|53357;2026-06-03\|271.00\|-0.22\|274.00\|282.99\|267.20\|45692;2026-06-04\|275.00\|1.48\|266.99\|280.25\|266.47\|39765;2026-06-05\|267.42\|-2.76\|275.61\|278.49\|265.35\|35154;2026-06-08\|259.00\|-3.15\|254.99\|275.80\|250.30\|45453;2026-06-09\|295.10\|13.94\|266.66\|296.58\|263.00\|67784;2026-06-10\|265.06\|-10.18\|289.73\|289.73\|261.55\|61233;2026-06-11\|258.60\|-2.44\|267.46\|271.00\|253.88\|35999;2026-06-12\|273.87\|5.90\|267.00\|285.75\|267.00\|61870;2026-06-15\|321.22\|17.29\|280.51\|324.41\|280.51\|81967;2026-06-16\|373.00\|16.12\|323.41\|376.00\|316.00\|97867;2026-06-17\|374.01\|0.27\|370.00\|379.99\|360.00\|56018;2026-06-18\|380.06\|1.62\|374.02\|387.00\|364.29\|52191;2026-06-22\|380.00\|-0.02\|387.28\|394.68\|360.00\|61576;2026-06-23\|356.50\|-6.18\|391.00\|403.00\|354.20\|75417;2026-06-24\|355.80\|-0.20\|355.56\|366.98\|348.00\|57499;2026-06-25\|350.29\|-1.55\|357.57\|365.00\|348.71\|51106;2026-06-26\|324.10\|-7.48\|356.59\|359.04\|322.00\|65210;2026-06-29\|332.80\|2.68\|328.96\|351.64\|323.21\|73651;2026-06-30\|345.69\|3.87\|333.10\|351.78\|326.00\|68327;2026-07-01\|324.71\|-6.07\|343.22\|345.50\|321.35\|53950;2026-07-02\|293.19\|-9.71\|316.00\|324.00\|290.19\|59798;2026-07-03\|295.90\|0.92\|296.51\|319.33\|295.00\|49157;2026-07-06\|294.00\|-0.64\|301.39\|318.00\|293.26\|52582;2026-07-07\|280.72\|-4.52\|298.00\|305.00\|278.38\|43032;2026-07-08\|266.10\|-5.21\|289.19\|290.12\|261.38\|48681;2026-07-09\|292.00\|9.73\|274.01\|292.68\|262.22\|67916;2026-07-10\|273.60\|-6.30\|292.51\|301.80\|273.00\|62478
115104		涨停揭秘：国产算力基础设施核心供应商，400G/800G交换机与AI推理平台双线突破；涨停缘由：合肥木犀实现400G/800G交换机量产，适配主流服务器；神州鲲泰AI推理平台基于昇腾310P芯片，算力达176TOPS；长鑫存储经销规模高速成长；资金逻辑：主力资金重点布局国产算力全栈能力，交换机+AI服务器+存储三大环节联动上涨；风险提示：交换机市场竞争加剧，AI推理平台下游客户拓展进度影响业绩释放节奏	1、公司旗下合肥木犀实现400G和800G交换机量产，拥有英伟达、博通、思科等多个品牌交换芯片对应的交换机产品的研发和生产能力，所生产的交换机可以适配当前国内外主流的服务器设备；神州鲲泰基于华为昇腾310P芯片开发AI推理平台，可为国产化AI算力提供保障，AI推理套件产品算力最高达176TOPS； 2、公司经销长鑫存储各类型号产品，国产存储业务规模保持高速成长	2026-03-03\|37.71\|-5.46\|39.87\|40.14\|37.61\|320513;2026-03-04\|37.56\|-0.40\|37.50\|38.75\|37.32\|207777;2026-03-05\|37.59\|0.08\|38.50\|38.58\|37.33\|194592;2026-03-06\|38.65\|2.82\|37.37\|38.68\|37.13\|269337;2026-03-09\|40.01\|3.52\|38.00\|40.37\|37.43\|470968;2026-03-10\|39.63\|-0.95\|40.50\|40.50\|39.30\|322871;2026-03-11\|39.33\|-0.76\|39.90\|40.28\|39.25\|315150;2026-03-12\|39.37\|0.10\|39.26\|40.68\|39.12\|372246;2026-03-13\|37.40\|-5.00\|38.31\|38.49\|36.95\|344124;2026-03-16\|36.91\|-1.31\|37.20\|37.38\|36.31\|197585;2026-03-17\|35.92\|-2.68\|37.17\|37.38\|35.90\|178022;2026-03-18\|37.80\|5.23\|36.20\|37.90\|35.88\|268086;2026-03-19\|37.41\|-1.03\|36.95\|38.17\|36.90\|189293;2026-03-20\|35.61\|-4.81\|37.45\|37.66\|35.52\|252738;2026-03-23\|33.02\|-7.27\|34.70\|35.16\|32.81\|228562;2026-03-24\|33.63\|1.85\|33.55\|33.79\|32.42\|145211;2026-03-25\|35.46\|5.44\|33.80\|35.87\|33.80\|266671;2026-03-26\|33.93\|-4.31\|35.30\|35.47\|33.73\|170901;2026-03-27\|34.82\|2.62\|33.38\|35.05\|33.22\|126960;2026-03-30\|34.81\|-0.03\|34.04\|35.14\|33.19\|159649;2026-03-31\|33.37\|-4.14\|34.54\|34.65\|33.36\|169024;2026-04-01\|34.11\|2.22\|34.00\|34.37\|33.79\|148937;2026-04-02\|32.26\|-5.42\|33.80\|33.87\|31.98\|228620;2026-04-03\|32.06\|-0.62\|32.51\|32.65\|31.79\|121969;2026-04-07\|32.02\|-0.12\|32.03\|32.71\|31.80\|94478;2026-04-08\|34.08\|6.43\|32.96\|34.15\|32.87\|226299;2026-04-09\|34.75\|1.97\|34.25\|35.32\|34.12\|263476;2026-04-10\|35.31\|1.61\|34.95\|36.10\|34.95\|227986;2026-04-13\|34.98\|-0.93\|34.70\|35.64\|34.68\|128376;2026-04-14\|35.32\|0.97\|35.65\|35.85\|35.00\|138017;2026-04-15\|34.90\|-1.19\|35.43\|35.50\|34.78\|148493;2026-04-16\|35.93\|2.95\|34.92\|36.10\|34.90\|212922;2026-04-17\|36.69\|2.12\|36.61\|37.82\|36.58\|310936;2026-04-20\|37.53\|2.29\|37.92\|38.36\|37.10\|278520;2026-04-21\|36.53\|-2.66\|37.28\|37.28\|36.15\|193695;2026-04-22\|37.44\|2.49\|36.43\|37.60\|36.05\|214330;2026-04-23\|36.69\|-2.00\|37.12\|37.56\|36.50\|160750;2026-04-24\|37.53\|2.29\|36.88\|38.50\|35.59\|399780;2026-04-27\|36.85\|-1.81\|38.00\|38.00\|35.87\|299482;2026-04-28\|37.99\|3.09\|37.59\|39.02\|37.32\|479067;2026-04-29\|37.44\|-1.45\|37.00\|37.87\|36.50\|264464;2026-04-30\|37.67\|0.61\|37.30\|38.23\|36.89\|234137;2026-05-06\|39.43\|4.67\|38.12\|40.28\|38.12\|454157;2026-05-07\|41.40\|5.00\|39.83\|42.30\|39.48\|625901;2026-05-08\|40.02\|-3.33\|41.00\|41.05\|39.94\|375636;2026-05-11\|42.62\|6.50\|40.55\|43.75\|39.94\|784621;2026-05-12\|41.79\|-1.95\|42.20\|42.69\|41.05\|388420;2026-05-13\|42.84\|2.51\|41.10\|43.19\|40.16\|399130;2026-05-14\|40.90\|-4.53\|43.10\|43.12\|40.40\|432002;2026-05-15\|40.72\|-0.44\|41.40\|41.68\|40.24\|376144;2026-05-18\|41.57\|2.09\|41.10\|42.20\|40.31\|380743;2026-05-19\|30.96\|4.45\|29.60\|31.10\|29.24\|708309;2026-05-20\|30.19\|-2.49\|30.96\|31.34\|29.75\|616368;2026-05-21\|28.01\|-7.22\|30.46\|30.53\|27.97\|668525;2026-05-22\|29.07\|3.78\|28.30\|29.25\|27.87\|495699;2026-05-25\|29.52\|1.55\|29.50\|29.80\|28.88\|563911;2026-05-26\|27.87\|-5.59\|29.20\|29.20\|27.43\|656323;2026-05-27\|25.88\|-7.14\|27.57\|27.83\|25.82\|560788;2026-05-28\|26.27\|1.51\|26.00\|26.51\|25.25\|389779;2026-05-29\|25.84\|-1.64\|27.50\|28.32\|25.61\|604563;2026-06-01\|26.59\|2.90\|26.39\|27.75\|26.38\|689659;2026-06-02\|26.05\|-2.03\|26.70\|26.80\|25.67\|414456;2026-06-03\|25.58\|-1.80\|25.73\|26.80\|25.35\|490826;2026-06-04\|24.90\|-2.66\|25.00\|25.35\|24.70\|298842;2026-06-05\|24.44\|-1.85\|24.70\|25.29\|23.99\|370716;2026-06-08\|23.06\|-5.65\|23.50\|23.95\|22.80\|332389;2026-06-09\|23.45\|1.69\|23.30\|23.49\|22.79\|251096;2026-06-10\|23.17\|-1.19\|23.40\|24.21\|22.98\|307678;2026-06-11\|22.15\|-4.40\|23.08\|23.08\|22.05\|294971;2026-06-12\|22.33\|0.81\|22.65\|22.86\|22.25\|256346;2026-06-15\|24.06\|7.75\|22.51\|24.07\|22.51\|404993;2026-06-16\|26.47\|10.02\|23.84\|26.47\|23.75\|666668;2026-06-17\|26.69\|0.83\|26.38\|26.95\|26.01\|533511;2026-06-18\|26.58\|-0.41\|26.57\|26.99\|26.28\|369142;2026-06-22\|26.26\|-1.20\|26.42\|27.24\|25.46\|337008;2026-06-23\|25.14\|-4.26\|26.01\|26.14\|25.02\|330929;2026-06-24\|25.40\|1.03\|25.00\|25.58\|24.46\|301693;2026-06-25\|27.94\|10.00\|25.70\|27.94\|25.50\|429806;2026-06-26\|26.62\|-4.72\|27.45\|28.21\|26.41\|853952;2026-06-29\|25.81\|-3.04\|26.63\|26.98\|25.34\|403100;2026-06-30\|27.75\|7.52\|25.81\|28.13\|25.78\|549127;2026-07-01\|27.58\|-0.61\|27.69\|28.26\|26.61\|553218;2026-07-02\|27.46\|-0.44\|27.61\|28.56\|27.04\|964169;2026-07-03\|27.97\|1.86\|28.25\|28.62\|27.81\|676901;2026-07-06\|28.88\|3.25\|27.85\|28.90\|26.21\|889021;2026-07-07\|26.82\|-7.13\|27.90\|28.25\|26.78\|573921;2026-07-08\|28.56\|6.49\|27.87\|29.32\|27.53\|921844;2026-07-09\|28.83\|0.95\|28.00\|28.99\|27.56\|816418;2026-07-10\|29.62\|2.74\|28.60\|30.58\|28.38\|1041678
115103		AI服务器电源+机器人电源+股权激励行业原因： 1、据招商证券6月10日研报，苹果WWDC大会实现AI系统全面升级，Siri向系统级端侧AI Agent演进，初步实现跨应用操作，驱动苹果软硬件创新预期升温。 2、据界面新闻，当地时间6月14日，知名苹果产业链记者马克・古尔曼指出，苹果下一代操作系统iOS 27与macOS 27的开发者测试版中，涌现大量底层代码、交互逻辑与适配接口线索，这意味着折叠屏iPhone和触屏MacBook即将到来。公司原因： 1、据2026年5月14日投资者关系活动记录表，公司定位为AI全场景能源解决方案提供商，已布局600kW Power Rack及800V电源砖，具备从网侧到芯片侧的全链路电压布局能力，服务器电源覆盖550W-8000W，客户涵盖服务器制造商、ODM及互联网行业巨头。 2、据2026年5月14日投资者关系活动记录表，公司已与国内头部机器人厂商合作，提供高性能电源管理系统和补能模块，单机电源价值量较传统手机适配器实现数量级提升，并可为机器人客户提供涵盖“能源充电、存储、用电”的系统级解决方案。 3、据2026年6月10日公告，公司发布2026年股票期权激励计划，设定2027年至2029年高功率AI电源产品及Power Shelf累计营收超2亿元等考核目标，并明确大于1MW整体方案落地等远期要求。	公司服务器电源功率550W-8000W，已批量交付AI服务器、数据中心及海外客户，单机柜供电突破30kW	2026-03-03\|44.61\|-4.35\|46.68\|47.13\|44.47\|40845;2026-03-04\|45.00\|0.87\|44.32\|45.30\|43.83\|45654;2026-03-05\|45.38\|0.84\|45.70\|46.54\|44.93\|33699;2026-03-06\|48.12\|6.04\|45.20\|48.68\|45.00\|64143;2026-03-09\|45.53\|-5.38\|47.00\|47.39\|43.50\|91583;2026-03-10\|50.08\|9.99\|46.41\|50.08\|46.10\|85877;2026-03-11\|50.53\|0.90\|50.43\|51.70\|49.80\|135083;2026-03-12\|49.62\|-1.80\|50.85\|50.90\|49.13\|79136;2026-03-13\|47.69\|-3.89\|49.50\|49.55\|47.51\|49924;2026-03-16\|49.43\|3.65\|47.79\|49.72\|46.81\|73306;2026-03-17\|47.76\|-3.38\|49.38\|49.40\|47.33\|48520;2026-03-18\|51.29\|7.39\|48.07\|52.28\|47.77\|107316;2026-03-19\|49.40\|-3.68\|50.37\|51.38\|49.00\|77536;2026-03-20\|48.42\|-1.98\|49.75\|50.60\|48.32\|71086;2026-03-23\|44.85\|-7.37\|47.06\|47.72\|44.40\|72129;2026-03-24\|48.44\|8.00\|45.68\|48.66\|45.41\|89136;2026-03-25\|49.20\|1.57\|49.25\|49.30\|48.31\|46850;2026-03-26\|48.52\|-1.38\|49.30\|50.39\|48.36\|52596;2026-03-27\|47.57\|-1.96\|47.93\|48.50\|47.34\|39543;2026-03-30\|46.60\|-2.04\|46.55\|47.05\|45.70\|40240;2026-03-31\|45.80\|-1.72\|46.45\|48.79\|45.66\|56471;2026-04-01\|47.30\|3.28\|47.00\|47.53\|46.26\|49027;2026-04-02\|45.29\|-4.25\|47.15\|47.15\|44.90\|48214;2026-04-03\|43.61\|-3.71\|45.54\|45.78\|43.52\|40149;2026-04-07\|44.83\|2.80\|43.84\|45.38\|43.84\|36203;2026-04-08\|48.50\|8.19\|46.25\|48.58\|46.01\|75047;2026-04-09\|50.51\|4.14\|48.00\|50.85\|47.80\|90258;2026-04-10\|51.46\|1.88\|50.85\|52.50\|50.55\|65037;2026-04-13\|52.46\|1.94\|50.93\|53.20\|50.56\|57071;2026-04-14\|53.22\|1.45\|52.80\|54.00\|52.26\|64081;2026-04-15\|52.08\|-2.14\|53.20\|53.78\|52.01\|47726;2026-04-16\|52.50\|0.81\|52.19\|52.84\|51.79\|54546;2026-04-17\|53.10\|1.14\|52.68\|53.88\|52.38\|34711;2026-04-20\|54.67\|2.96\|53.19\|56.00\|52.82\|84428;2026-04-21\|49.20\|-10.01\|49.20\|49.59\|49.20\|33950;2026-04-22\|47.77\|-2.91\|46.71\|48.22\|45.00\|216039;2026-04-23\|48.04\|0.57\|47.56\|49.29\|46.68\|103279;2026-04-24\|46.95\|-2.27\|47.90\|48.44\|46.66\|54914;2026-04-27\|45.88\|-2.28\|46.90\|47.37\|45.55\|61291;2026-04-28\|46.25\|0.81\|45.66\|47.55\|44.76\|74697;2026-04-29\|48.00\|3.78\|45.99\|49.29\|45.85\|83136;2026-04-30\|47.49\|-1.06\|47.90\|48.20\|46.89\|39892;2026-05-06\|50.94\|7.26\|47.95\|51.66\|47.60\|102509;2026-05-07\|52.43\|2.92\|51.42\|53.46\|51.00\|68921;2026-05-08\|51.68\|-1.43\|51.99\|52.00\|50.64\|53232;2026-05-11\|52.70\|1.97\|52.51\|52.75\|51.10\|64905;2026-05-12\|53.30\|1.14\|52.44\|54.38\|51.89\|71239;2026-05-13\|58.63\|10.00\|53.50\|58.63\|53.00\|77707;2026-05-14\|58.70\|0.12\|59.22\|63.47\|58.68\|183886;2026-05-15\|59.10\|0.68\|61.15\|61.80\|58.00\|100902;2026-05-18\|59.18\|0.14\|59.09\|61.50\|58.05\|103794;2026-05-19\|57.78\|-2.37\|59.25\|60.47\|56.62\|83608;2026-05-20\|61.68\|6.75\|57.32\|63.38\|57.32\|116209;2026-05-21\|62.02\|0.55\|62.08\|66.22\|61.51\|119239;2026-05-22\|68.22\|10.00\|62.57\|68.22\|62.57\|111472;2026-05-25\|69.00\|1.14\|72.25\|73.18\|68.58\|137902;2026-05-26\|66.89\|-3.06\|68.99\|69.01\|65.77\|83838;2026-05-27\|67.00\|0.16\|66.92\|69.90\|66.68\|100536;2026-05-28\|68.28\|2.82\|66.28\|68.62\|64.30\|90823;2026-05-29\|64.74\|-5.18\|66.92\|67.39\|64.20\|90869;2026-06-01\|60.02\|-7.29\|63.96\|65.49\|59.88\|96420;2026-06-02\|62.00\|3.30\|60.00\|63.18\|58.11\|94004;2026-06-03\|61.01\|-1.60\|62.00\|63.13\|60.12\|78900;2026-06-04\|62.73\|2.82\|60.48\|62.96\|59.78\|69927;2026-06-05\|65.37\|4.21\|64.02\|68.18\|62.75\|129762;2026-06-08\|59.50\|-8.98\|60.40\|62.93\|58.84\|109692;2026-06-09\|65.45\|10.00\|60.82\|65.45\|60.40\|77083;2026-06-10\|67.11\|2.54\|65.58\|70.50\|65.00\|138545;2026-06-11\|64.82\|-3.41\|66.12\|67.70\|64.66\|88648;2026-06-12\|64.47\|-0.54\|65.16\|68.18\|63.89\|81487;2026-06-15\|65.23\|1.18\|64.79\|67.10\|64.51\|77594;2026-06-16\|71.75\|10.00\|65.08\|71.75\|64.63\|133766;2026-06-17\|72.60\|1.18\|70.50\|73.38\|70.19\|113206;2026-06-18\|68.47\|-5.69\|72.39\|73.70\|68.19\|117529;2026-06-22\|64.50\|-5.80\|68.50\|70.58\|61.62\|187881;2026-06-23\|62.65\|-2.87\|63.78\|65.49\|61.45\|92346;2026-06-24\|63.40\|1.20\|62.37\|63.66\|60.40\|85784;2026-06-25\|68.15\|7.49\|64.50\|69.70\|64.08\|156298;2026-06-26\|67.39\|-1.12\|67.00\|69.09\|64.74\|107169;2026-06-29\|67.81\|0.62\|70.65\|72.59\|64.01\|138625;2026-06-30\|71.61\|5.60\|69.17\|73.00\|67.00\|114167;2026-07-01\|67.07\|-6.34\|72.39\|75.66\|66.30\|128739;2026-07-02\|63.94\|-4.67\|65.69\|68.22\|63.00\|108511;2026-07-03\|65.82\|2.94\|63.44\|69.28\|62.12\|127139;2026-07-06\|67.82\|3.04\|66.31\|69.49\|65.25\|124401;2026-07-07\|61.79\|-8.89\|66.60\|66.60\|61.50\|156233;2026-07-08\|60.06\|-2.80\|61.79\|62.79\|58.40\|73753;2026-07-09\|60.51\|0.75\|61.10\|62.30\|55.95\|100722;2026-07-10\|55.79\|-7.80\|60.00\|61.11\|55.35\|99424
115102		业绩高增+算力租赁+半导体材料行业原因：据财闻，阿里云、腾讯云、百度智能云等头部云厂商近期相继上调AI算力产品价格，涨幅普遍在5%至50%之间。海外H100 GPU租赁价格5个月内上涨40%，全行业进入量价齐升的高景气周期。公司原因： 1、据公司2025年年报，公司2025年营收34.52亿元、净利3.09亿元，同比增30.45%、52.59%；2026Q1营收10.16亿元、净利1.43亿元，同比增28.01%、42.06%，味精市占率领先，松茸鲜、酱油等战略大单品放量。 2、据公司2025年年报，子公司莲花科创4月9日以9,250.57万元受让纽菲斯46%股权，布局电子绝缘积层胶膜，延伸半导体材料产业链。 3、据公司2025年年报，在算力业务方面，公司在原有toB服务基础上，积极拓展toC市场，与算力芯片厂商、模型商合作推出“token工厂”模式，面向C端客户提供灵活、高性价比的算力服务。同时，公司持续加大AIAgent及Skills的研发投入，结合AI智能终端硬件，打造面向C端客户的应用场景 4、据公司2025年年报，公司“消费+AI科技”双轮驱动，莲花紫星2025年算力服务收入1.22亿元、同比增51.13%，已部署智算中心并拓展金融、医疗等行业客户。	1、国内在产味精生产商历史最悠久的企业，一季度净利润增长42%； 2、公司将以莲花科创为项目实施主体，积极引入行业实力战略合作伙伴，开展智能计算中心项目合作，在国内主要的算力节点，建设智算中心，高效推动算力租赁业务落地	2026-03-03\|5.69\|-8.23\|6.20\|6.21\|5.68\|1407970;2026-03-04\|5.56\|-2.28\|5.59\|5.71\|5.53\|708567;2026-03-05\|5.76\|3.60\|5.64\|5.84\|5.62\|789660;2026-03-06\|6.24\|8.33\|5.70\|6.34\|5.68\|1855996;2026-03-09\|6.59\|5.61\|6.28\|6.64\|6.24\|2421149;2026-03-10\|6.62\|0.46\|6.61\|6.85\|6.51\|1929660;2026-03-11\|6.54\|-1.21\|6.65\|6.77\|6.53\|1232391;2026-03-12\|6.43\|-1.68\|6.55\|6.58\|6.39\|828612;2026-03-13\|6.03\|-6.22\|6.41\|6.43\|6.00\|1315190;2026-03-16\|6.16\|2.16\|6.01\|6.23\|5.93\|1057077;2026-03-17\|6.30\|2.27\|6.20\|6.43\|6.18\|1310149;2026-03-18\|6.46\|2.54\|6.30\|6.48\|6.26\|1127943;2026-03-19\|7.11\|10.06\|6.33\|7.11\|6.31\|2955317;2026-03-20\|6.55\|-7.88\|6.90\|6.95\|6.54\|3417179;2026-03-23\|6.15\|-6.11\|6.48\|6.55\|6.09\|1773760;2026-03-24\|6.77\|10.08\|6.28\|6.77\|6.13\|1989641;2026-03-25\|7.03\|3.84\|6.90\|7.24\|6.90\|2896092;2026-03-26\|7.03\|0.00\|7.09\|7.44\|6.92\|2687588;2026-03-27\|7.14\|1.56\|7.03\|7.25\|6.86\|2225990;2026-03-30\|7.39\|3.50\|6.90\|7.43\|6.88\|3038679;2026-03-31\|7.10\|-3.92\|7.26\|7.35\|7.10\|2257856;2026-04-01\|7.33\|3.24\|7.20\|7.60\|7.19\|2516507;2026-04-02\|7.08\|-3.41\|7.34\|7.46\|7.04\|2021536;2026-04-03\|6.99\|-1.27\|7.19\|7.24\|6.87\|1523815;2026-04-07\|6.94\|-0.72\|7.00\|7.20\|6.87\|1078698;2026-04-08\|7.63\|9.94\|7.23\|7.63\|7.23\|1232380;2026-04-09\|7.47\|-2.10\|7.56\|7.85\|7.40\|2647070;2026-04-10\|7.43\|-0.54\|7.58\|7.97\|7.41\|1854160;2026-04-13\|7.41\|-0.27\|7.34\|7.49\|7.27\|1492066;2026-04-14\|7.32\|-1.21\|7.58\|7.65\|7.22\|1860715;2026-04-15\|7.69\|5.05\|7.50\|7.89\|7.10\|3076784;2026-04-16\|8.14\|5.85\|7.54\|8.37\|7.54\|3288201;2026-04-17\|7.89\|-3.07\|8.02\|8.07\|7.81\|2159833;2026-04-20\|7.87\|-0.25\|7.91\|7.96\|7.81\|1682172;2026-04-21\|8.09\|2.80\|7.82\|8.14\|7.55\|2392582;2026-04-22\|8.59\|6.18\|8.00\|8.77\|7.96\|3182122;2026-04-23\|9.45\|10.01\|8.57\|9.45\|8.48\|3245360;2026-04-24\|9.14\|-3.28\|9.58\|9.80\|8.91\|3997188;2026-04-27\|9.34\|2.19\|9.19\|9.58\|8.97\|3139244;2026-04-28\|9.84\|5.35\|9.36\|10.15\|9.23\|3858841;2026-04-29\|10.82\|9.96\|9.85\|10.82\|9.85\|2303049;2026-04-30\|10.72\|-0.92\|11.33\|11.55\|10.42\|4809052;2026-05-06\|11.40\|6.34\|10.95\|11.53\|10.71\|4139553;2026-05-07\|11.13\|-2.37\|11.27\|11.44\|10.82\|3321134;2026-05-08\|10.50\|-5.66\|10.80\|10.85\|10.28\|3227011;2026-05-11\|10.30\|-1.90\|10.50\|10.67\|9.80\|3447625;2026-05-12\|9.99\|-3.01\|10.15\|10.21\|9.81\|2231384;2026-05-13\|10.72\|7.31\|9.85\|10.85\|9.80\|3208937;2026-05-14\|10.54\|-1.68\|10.82\|11.13\|10.25\|2659825;2026-05-15\|10.34\|-1.90\|10.33\|10.84\|10.28\|2139465;2026-05-18\|10.51\|1.64\|10.36\|10.63\|10.06\|2161129;2026-05-19\|11.56\|9.99\|10.59\|11.56\|10.11\|3801553;2026-05-20\|11.03\|-4.58\|11.60\|11.85\|10.95\|3220014;2026-05-21\|10.68\|-3.17\|11.01\|11.49\|10.45\|2776940;2026-05-22\|11.75\|10.02\|10.90\|11.75\|10.86\|2206096;2026-05-25\|12.93\|10.04\|12.05\|12.93\|12.04\|2522410;2026-05-26\|13.19\|2.01\|12.99\|13.70\|12.81\|3987848;2026-05-27\|11.87\|-10.01\|13.19\|13.23\|11.87\|2101580;2026-05-28\|10.95\|-7.75\|11.31\|11.55\|10.68\|3952472;2026-05-29\|10.15\|-7.31\|10.80\|11.03\|10.02\|2545786;2026-06-01\|9.84\|-3.05\|10.00\|10.79\|9.77\|2442938;2026-06-02\|9.64\|-2.03\|9.69\|10.03\|9.09\|2590740;2026-06-03\|9.55\|-0.93\|9.46\|10.04\|9.40\|1819509;2026-06-04\|9.47\|-0.84\|9.41\|9.59\|9.22\|1545447;2026-06-05\|10.13\|6.97\|9.51\|10.30\|9.17\|3332113;2026-06-08\|10.49\|3.55\|9.68\|10.70\|9.62\|3325287;2026-06-09\|11.54\|10.01\|10.48\|11.54\|10.25\|4106870;2026-06-10\|11.62\|0.69\|11.15\|11.80\|10.88\|3363927;2026-06-11\|12.63\|8.69\|11.30\|12.76\|11.30\|3622486;2026-06-12\|11.57\|-8.39\|12.35\|12.95\|11.54\|3312389;2026-06-15\|12.12\|4.75\|11.60\|12.20\|11.15\|3008177;2026-06-16\|13.33\|9.98\|12.10\|13.33\|11.87\|2759662;2026-06-17\|14.66\|9.98\|13.57\|14.66\|13.54\|2080088;2026-06-18\|14.28\|-2.59\|14.89\|15.50\|14.07\|3536446;2026-06-22\|14.40\|0.84\|14.55\|15.70\|13.92\|2931682;2026-06-23\|14.37\|-0.21\|15.02\|15.06\|13.96\|2807592;2026-06-24\|14.18\|-1.32\|13.98\|14.64\|13.36\|2534826;2026-06-25\|15.60\|10.01\|14.20\|15.60\|14.20\|1585048;2026-06-26\|14.30\|-8.33\|15.75\|15.93\|14.10\|2806805;2026-06-29\|13.32\|-6.85\|14.14\|14.58\|13.25\|2236804;2026-06-30\|14.00\|5.11\|13.35\|14.20\|12.97\|1765133;2026-07-01\|12.97\|-7.36\|14.00\|14.35\|12.83\|2074686;2026-07-02\|12.25\|-5.55\|12.50\|13.02\|12.20\|1863301;2026-07-03\|11.82\|-3.51\|12.25\|12.38\|11.81\|1683773;2026-07-06\|11.54\|-2.37\|12.06\|12.23\|11.47\|1308897;2026-07-07\|11.10\|-3.81\|11.60\|11.88\|11.00\|1296792;2026-07-08\|10.89\|-1.89\|11.20\|11.45\|10.69\|1300125;2026-07-09\|11.00\|1.01\|10.93\|11.24\|10.51\|1440420;2026-07-10\|10.92\|-0.73\|11.00\|11.51\|10.88\|1834704
115101		数据中心AIDC+熔断器+储能 1、据2026年4月28日年报及2025年9月8日互动易，公司已为数据中心领域研发了多系列小体积大电流的产品，并应用于多个数据中心项目，包含对UPS不间断电源系统的过载及短路保护，与当日算力热点关联。 2、据2026年4月28日年报，公司在储能领域与多家龙头企业建立紧密合作，推出适配大电芯、2000V储能系统的产品，并荣获第九届国际储能创新大赛“2025储能卓越产品奖TOP10”。 3、据2026年4月28日年报，公司主营熔断器，主要应用于光伏、储能、风电、新能源汽车等领域，为阳光电源、科华数据、中国中车等龙头企业提供电路保护解决方案。	公司为数据中心研发了多系列小体积大电流的产品，已应用于多个数据中心项目	2026-03-03\|17.75\|-4.42\|18.60\|19.13\|17.72\|75998;2026-03-04\|17.92\|0.96\|17.36\|18.32\|17.19\|42844;2026-03-05\|18.16\|1.34\|18.30\|18.60\|18.08\|69317;2026-03-06\|18.17\|0.06\|18.17\|18.56\|18.06\|86016;2026-03-09\|17.44\|-4.02\|18.10\|18.10\|17.03\|107240;2026-03-10\|19.18\|9.98\|17.44\|19.18\|17.44\|114704;2026-03-11\|19.66\|2.50\|19.38\|20.10\|19.10\|272876;2026-03-12\|19.88\|1.12\|19.86\|19.96\|19.46\|138527;2026-03-13\|19.41\|-2.36\|19.90\|19.95\|19.37\|97033;2026-03-16\|20.42\|5.20\|19.38\|20.57\|19.26\|194086;2026-03-17\|20.54\|0.59\|20.24\|20.95\|19.80\|186811;2026-03-18\|20.56\|0.10\|20.39\|20.74\|20.05\|113616;2026-03-19\|19.12\|-7.00\|20.40\|20.67\|18.99\|181766;2026-03-20\|18.27\|-4.45\|19.12\|19.20\|18.21\|124801;2026-03-23\|17.80\|-2.57\|17.93\|18.98\|17.50\|123854;2026-03-24\|18.95\|6.46\|18.30\|19.10\|17.61\|99303;2026-03-25\|20.45\|7.92\|18.97\|20.74\|18.97\|157382;2026-03-26\|19.85\|-2.93\|20.65\|20.67\|19.80\|97248;2026-03-27\|19.73\|-0.60\|19.70\|19.88\|19.32\|82196;2026-03-30\|19.56\|-0.86\|19.36\|19.91\|19.25\|67020;2026-03-31\|18.84\|-3.68\|19.40\|19.60\|18.77\|61222;2026-04-01\|20.25\|7.48\|19.34\|20.72\|19.34\|193780;2026-04-02\|20.18\|-0.35\|20.58\|20.85\|19.95\|150365;2026-04-03\|20.30\|0.59\|20.50\|20.90\|19.77\|137555;2026-04-07\|20.19\|-0.54\|20.48\|21.20\|20.12\|144601;2026-04-08\|21.02\|4.11\|20.71\|21.09\|20.33\|181585;2026-04-09\|21.32\|1.43\|20.60\|21.50\|20.50\|195194;2026-04-10\|21.53\|0.98\|21.30\|21.75\|20.71\|191111;2026-04-13\|21.14\|-1.81\|21.50\|22.63\|21.01\|192930;2026-04-14\|20.80\|-1.61\|21.32\|21.34\|20.60\|136969;2026-04-15\|20.47\|-1.59\|20.86\|20.97\|20.30\|94801;2026-04-16\|20.45\|-0.10\|20.49\|20.67\|20.21\|82947;2026-04-17\|20.41\|-0.20\|20.40\|20.53\|20.06\|97998;2026-04-20\|20.25\|-0.78\|20.55\|20.59\|19.74\|88606;2026-04-21\|19.15\|-5.43\|20.36\|20.36\|18.81\|165808;2026-04-22\|19.00\|-0.78\|19.00\|19.18\|18.77\|92391;2026-04-23\|18.68\|-1.68\|19.00\|19.09\|18.42\|93265;2026-04-24\|18.32\|-1.93\|18.68\|18.69\|18.00\|92538;2026-04-27\|18.44\|0.66\|18.25\|18.58\|17.54\|96600;2026-04-28\|17.71\|-3.96\|18.20\|18.20\|17.56\|80893;2026-04-29\|18.18\|2.65\|17.72\|18.33\|17.52\|69000;2026-04-30\|18.42\|1.32\|18.18\|18.64\|18.08\|63729;2026-05-06\|18.39\|-0.16\|18.65\|19.18\|18.29\|104981;2026-05-07\|20.23\|10.01\|18.40\|20.23\|18.40\|179153;2026-05-08\|20.85\|3.06\|20.24\|21.13\|19.94\|252584;2026-05-11\|20.62\|-1.10\|20.94\|20.99\|20.33\|133780;2026-05-12\|20.12\|-2.42\|20.68\|20.68\|19.75\|98324;2026-05-13\|20.13\|0.05\|20.00\|20.59\|19.90\|84902;2026-05-14\|19.01\|-5.56\|20.29\|20.29\|18.94\|104848;2026-05-15\|20.91\|9.99\|19.01\|20.91\|19.01\|224695;2026-05-18\|21.07\|0.77\|20.91\|21.86\|20.91\|277466;2026-05-19\|21.58\|2.42\|21.27\|21.70\|20.71\|206427;2026-05-20\|21.41\|-0.79\|21.22\|21.50\|21.00\|138791;2026-05-21\|20.21\|-5.60\|21.41\|21.62\|20.10\|158015;2026-05-22\|20.85\|3.17\|20.52\|20.85\|19.86\|123457;2026-05-25\|20.42\|-2.06\|21.07\|21.30\|19.95\|104994;2026-05-26\|20.13\|-1.42\|20.44\|20.45\|19.77\|83304;2026-05-27\|19.44\|-3.43\|20.03\|20.50\|19.35\|95658;2026-05-28\|19.67\|1.18\|19.29\|19.80\|19.15\|63414;2026-05-29\|19.00\|-3.41\|19.66\|20.27\|18.76\|99079;2026-06-01\|19.57\|3.00\|19.00\|20.33\|19.00\|75683;2026-06-02\|18.91\|-3.37\|20.00\|20.00\|18.00\|96918;2026-06-03\|18.67\|-1.27\|18.81\|19.21\|18.35\|63982;2026-06-04\|18.01\|-3.54\|18.36\|18.65\|17.86\|59556;2026-06-05\|17.97\|-0.22\|18.10\|18.46\|17.60\|53926;2026-06-08\|16.73\|-6.90\|17.10\|17.73\|16.38\|81631;2026-06-09\|17.36\|3.77\|16.88\|17.44\|16.53\|54206;2026-06-10\|16.86\|-2.88\|17.14\|17.36\|16.53\|39663;2026-06-11\|16.71\|-0.89\|16.60\|16.98\|16.10\|45532;2026-06-12\|17.44\|4.37\|17.23\|17.77\|16.62\|82704;2026-06-15\|17.70\|1.49\|17.32\|18.44\|17.26\|80241;2026-06-16\|19.47\|10.00\|17.85\|19.47\|17.31\|97205;2026-06-17\|19.99\|2.67\|19.48\|20.00\|19.28\|119319;2026-06-18\|20.44\|2.25\|19.99\|20.63\|19.55\|122746;2026-06-22\|19.55\|-4.35\|20.38\|20.38\|18.88\|121934;2026-06-23\|19.52\|-0.15\|19.55\|19.92\|19.26\|76182;2026-06-24\|19.18\|-1.74\|19.58\|19.74\|18.85\|69670;2026-06-25\|18.40\|-4.07\|19.19\|19.49\|18.28\|75898;2026-06-26\|17.80\|-3.26\|18.19\|18.40\|17.72\|53135;2026-07-06\|17.48\|-1.80\|19.58\|19.58\|16.38\|230831;2026-07-07\|15.73\|-10.01\|17.07\|17.15\|15.73\|136206;2026-07-08\|14.45\|-8.14\|15.08\|15.09\|14.19\|162656;2026-07-09\|14.59\|0.97\|14.50\|14.67\|13.58\|113639;2026-07-10\|14.19\|-2.74\|14.55\|14.71\|14.17\|85300
115100		控股股东增持+电子纸+福建国资行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年7月2日公告，控股股东福建省电子信息集团计划自7月3日起6个月内增持公司股份，拟增持金额不低于5000万元且不超过1亿元，以提振投资者信心。 2、据2026年7月1日及7月2日公告，公司集中资源聚焦电子纸主业，2025年电子纸显示模组营收14.31亿元，占营收总额85%，同比增长59%；据2026年4月27日投资者关系活动记录表，当前电子纸订单充足、排产饱满，越南工厂产能利用率保持在较高水平。 3、据2026年7月2日互动易，公司最终控制人为福建省人民政府国有资产监督管理委员会，控股股东福建省电子信息集团为福建省国资委旗下国有独资资产经营公司。	公司与杭州骋风而来合资设立智泰驰骋，布局算力底座、平台及多元异构算力租赁业务，打造重整后的第二增长曲线	2026-03-03\|2.80\|-6.98\|2.98\|3.00\|2.79\|2154518;2026-03-04\|2.79\|-0.36\|2.76\|2.82\|2.67\|820284;2026-03-05\|2.94\|5.38\|2.82\|3.05\|2.81\|1828667;2026-03-06\|2.70\|-8.16\|2.70\|2.73\|2.65\|6769383;2026-03-09\|2.60\|-3.70\|2.65\|2.65\|2.56\|2456649;2026-03-10\|2.57\|-1.15\|2.61\|2.63\|2.55\|1925687;2026-03-11\|2.61\|1.56\|2.56\|2.62\|2.50\|2576220;2026-03-12\|2.56\|-1.92\|2.58\|2.62\|2.55\|1563438;2026-03-13\|2.58\|0.78\|2.54\|2.63\|2.53\|1885615;2026-03-16\|2.58\|0.00\|2.56\|2.60\|2.54\|1114124;2026-03-17\|2.67\|3.49\|2.58\|2.71\|2.57\|3483342;2026-03-18\|2.58\|-3.37\|2.65\|2.66\|2.56\|2560901;2026-03-19\|2.51\|-2.71\|2.55\|2.56\|2.50\|1464805;2026-03-20\|2.52\|0.40\|2.51\|2.54\|2.47\|1544579;2026-03-23\|2.35\|-6.75\|2.49\|2.50\|2.34\|1702957;2026-03-24\|2.38\|1.28\|2.40\|2.41\|2.31\|1607633;2026-03-25\|2.48\|4.20\|2.39\|2.50\|2.38\|2115163;2026-03-26\|2.41\|-2.82\|2.48\|2.58\|2.40\|2202086;2026-03-27\|2.43\|0.83\|2.37\|2.45\|2.33\|1146144;2026-03-30\|2.41\|-0.82\|2.39\|2.42\|2.36\|1257987;2026-03-31\|2.36\|-2.07\|2.40\|2.43\|2.36\|1287527;2026-04-01\|2.34\|-0.85\|2.40\|2.42\|2.32\|1571395;2026-04-02\|2.22\|-5.13\|2.33\|2.33\|2.21\|2210274;2026-04-03\|2.20\|-0.90\|2.24\|2.25\|2.19\|1300523;2026-04-07\|2.24\|1.82\|2.20\|2.24\|2.19\|1298245;2026-04-08\|2.46\|9.82\|2.30\|2.46\|2.29\|3735021;2026-04-09\|2.57\|4.47\|2.46\|2.62\|2.43\|6130236;2026-04-10\|2.54\|-1.17\|2.52\|2.59\|2.47\|3602832;2026-04-13\|2.50\|-1.57\|2.50\|2.55\|2.46\|2443391;2026-04-14\|2.49\|-0.40\|2.53\|2.54\|2.47\|1828716;2026-04-15\|2.41\|-3.21\|2.50\|2.50\|2.41\|1761150;2026-04-16\|2.44\|1.24\|2.41\|2.46\|2.36\|2012747;2026-04-17\|2.68\|9.84\|2.43\|2.68\|2.41\|5039386;2026-04-20\|2.95\|10.07\|2.91\|2.95\|2.91\|2480961;2026-04-21\|2.98\|1.02\|3.07\|3.16\|2.81\|13788145;2026-04-22\|2.93\|-1.68\|2.82\|3.03\|2.77\|8567983;2026-04-23\|2.77\|-5.46\|2.90\|2.97\|2.72\|7342358;2026-04-24\|2.69\|-2.89\|2.76\|2.86\|2.69\|5422684;2026-04-27\|2.96\|10.04\|2.75\|2.96\|2.74\|5907843;2026-04-28\|2.98\|0.68\|3.26\|3.26\|2.95\|15530478;2026-04-29\|3.07\|3.02\|2.94\|3.13\|2.85\|10811522;2026-04-30\|2.89\|-5.86\|3.02\|3.05\|2.88\|7301431;2026-05-06\|3.18\|10.03\|3.03\|3.18\|3.02\|5650844;2026-05-07\|3.50\|10.06\|3.40\|3.50\|3.25\|8446139;2026-05-08\|3.43\|-2.00\|3.61\|3.65\|3.41\|15055036;2026-05-11\|3.57\|4.08\|3.56\|3.76\|3.46\|12444014;2026-05-12\|3.47\|-2.80\|3.58\|3.64\|3.45\|9476119;2026-05-13\|3.54\|2.02\|3.44\|3.64\|3.30\|9487783;2026-05-14\|3.36\|-5.08\|3.51\|3.54\|3.35\|7334884;2026-05-15\|3.09\|-8.04\|3.32\|3.44\|3.02\|10458891;2026-05-18\|3.01\|-2.59\|2.97\|3.06\|2.94\|5878261;2026-05-19\|2.95\|-1.99\|2.96\|2.98\|2.83\|5376043;2026-05-20\|2.84\|-3.73\|2.92\|2.94\|2.81\|4032810;2026-05-21\|2.72\|-4.23\|2.91\|2.99\|2.71\|6257313;2026-05-22\|2.82\|3.68\|2.76\|2.84\|2.70\|4271796;2026-05-25\|2.79\|-1.06\|2.81\|2.84\|2.74\|3390977;2026-05-26\|2.69\|-3.58\|2.79\|2.79\|2.66\|3456116;2026-05-27\|2.59\|-3.72\|2.67\|2.78\|2.56\|4243100;2026-05-28\|2.72\|5.02\|2.56\|2.85\|2.52\|7111977;2026-05-29\|2.59\|-4.78\|2.65\|2.72\|2.58\|4359631;2026-06-01\|2.58\|-0.39\|2.55\|2.64\|2.52\|2820142;2026-06-02\|2.51\|-2.71\|2.56\|2.57\|2.44\|3134886;2026-06-03\|2.52\|0.40\|2.51\|2.60\|2.49\|3907987;2026-06-04\|2.54\|0.79\|2.49\|2.54\|2.45\|2644805;2026-06-05\|2.54\|0.00\|2.52\|2.61\|2.45\|3703155;2026-06-08\|2.39\|-5.91\|2.45\|2.52\|2.34\|3471811;2026-06-09\|2.49\|4.18\|2.42\|2.50\|2.37\|2977480;2026-06-10\|2.38\|-4.42\|2.45\|2.46\|2.34\|2850149;2026-06-11\|2.30\|-3.36\|2.33\|2.34\|2.28\|2061718;2026-06-12\|2.31\|0.43\|2.36\|2.41\|2.30\|2297857;2026-06-15\|2.37\|2.60\|2.35\|2.42\|2.32\|2571108;2026-06-16\|2.61\|10.13\|2.39\|2.61\|2.36\|3676311;2026-06-17\|2.66\|1.92\|2.61\|2.71\|2.55\|7535178;2026-06-18\|2.53\|-4.89\|2.63\|2.63\|2.51\|4005217;2026-06-23\|2.40\|-5.14\|2.40\|2.40\|2.40\|33988;2026-06-24\|2.28\|-5.00\|2.28\|2.28\|2.28\|23315;2026-06-25\|2.17\|-4.82\|2.17\|2.17\|2.17\|45902;2026-06-26\|2.06\|-5.07\|2.06\|2.06\|2.06\|70520;2026-06-29\|1.96\|-4.85\|1.96\|1.96\|1.96\|67137;2026-06-30\|1.86\|-5.10\|1.86\|1.86\|1.86\|110977;2026-07-01\|1.77\|-4.84\|1.77\|1.77\|1.77\|308409;2026-07-02\|1.68\|-5.08\|1.68\|1.68\|1.68\|425937;2026-07-03\|1.76\|4.76\|1.60\|1.76\|1.60\|3999556;2026-07-06\|1.90\|7.95\|1.75\|1.93\|1.71\|5160051;2026-07-07\|1.75\|-7.89\|1.82\|1.87\|1.75\|2875370;2026-07-08\|1.77\|1.14\|1.72\|1.82\|1.71\|1787520;2026-07-09\|1.67\|-5.65\|1.74\|1.76\|1.62\|2657990;2026-07-10\|1.61\|-3.59\|1.65\|1.68\|1.57\|2946435
115099		电源类产品+磁性元器件+数据中心+储能行业原因：华鑫证券5月11日研报指出，AI用电需求爆发叠加电网稳定性约束，全球储能正从新能源配套升级为电力系统安全与AI能源基础设施核心，市场逻辑重新定价。公司原因： 1、据2026年4月25日年报，公司磁性元器件及电源类产品已批量配套储能、数据中心、新能源汽车及充电桩等赛道，2025年储能系统功率五年增33倍、容量增43倍，带动需求。 2、据2026年4月25日年报及2026年4月15日互动易，公司MFT隔离变压器效率97.5%–98.5%，已用于数据中心、光伏并网、储能系统，并与伊顿、比亚迪等头部客户合作。 3、据2026年4月25日一季报，公司2026Q1营收8.42亿元、归母净利3078万元，同比增69%，主因数据中心及新能源订单释放。	公司磁性元器件及电源类产品已覆盖光伏储能、数据中心、新能源汽车、充电桩等高景气赛道，并通过GE、法雷奥、比亚迪等客户认证	2026-03-03\|29.02\|-4.63\|30.48\|30.65\|28.90\|184413;2026-03-04\|31.92\|9.99\|28.50\|31.92\|28.50\|300488;2026-03-05\|32.30\|1.19\|32.56\|32.86\|31.70\|411995;2026-03-06\|32.75\|1.39\|32.42\|33.77\|32.06\|383220;2026-03-09\|32.50\|-0.76\|31.60\|32.90\|30.94\|298229;2026-03-10\|33.16\|2.03\|32.88\|33.48\|32.30\|286425;2026-03-11\|32.44\|-2.17\|33.15\|33.15\|32.25\|200784;2026-03-12\|31.22\|-3.76\|32.50\|32.51\|30.95\|203973;2026-03-13\|29.70\|-4.87\|30.95\|31.15\|29.22\|193434;2026-03-16\|29.33\|-1.25\|29.77\|29.95\|28.52\|136284;2026-03-17\|27.16\|-7.40\|29.50\|29.65\|27.03\|202647;2026-03-18\|27.49\|1.22\|27.21\|27.70\|26.96\|136021;2026-03-19\|26.16\|-4.84\|27.00\|27.20\|26.00\|153219;2026-03-20\|25.14\|-3.90\|26.31\|26.65\|25.11\|144194;2026-03-23\|23.62\|-6.05\|24.47\|25.05\|23.40\|155803;2026-03-24\|24.28\|2.79\|24.12\|24.29\|23.48\|111835;2026-03-25\|24.54\|1.07\|24.55\|25.09\|24.32\|121759;2026-03-26\|24.63\|0.37\|24.39\|25.36\|24.23\|183829;2026-03-27\|24.68\|0.20\|24.18\|25.28\|23.96\|118833;2026-03-30\|24.51\|-0.69\|24.20\|24.93\|24.00\|97065;2026-03-31\|23.58\|-3.79\|24.52\|24.65\|23.58\|112460;2026-04-01\|24.20\|2.63\|24.09\|24.36\|23.97\|90793;2026-04-02\|23.29\|-3.76\|24.00\|24.31\|23.03\|104675;2026-04-03\|22.89\|-1.72\|23.65\|23.65\|22.72\|81960;2026-04-07\|22.99\|0.44\|22.98\|23.28\|22.81\|66988;2026-04-08\|24.48\|6.48\|23.78\|24.50\|23.68\|128761;2026-04-09\|24.53\|0.20\|24.15\|24.83\|24.03\|105396;2026-04-10\|24.81\|1.14\|24.80\|25.15\|24.60\|119460;2026-04-13\|24.59\|-0.89\|24.45\|24.78\|24.37\|85758;2026-04-14\|27.05\|10.00\|26.90\|27.05\|26.90\|89930;2026-04-15\|26.06\|-3.66\|28.39\|28.39\|25.77\|378761;2026-04-16\|26.30\|0.92\|26.06\|26.40\|25.68\|215274;2026-04-17\|26.64\|1.29\|26.27\|26.66\|25.90\|198521;2026-04-20\|29.30\|9.98\|26.71\|29.30\|26.65\|347627;2026-04-21\|29.45\|0.51\|29.30\|29.80\|28.72\|359631;2026-04-22\|30.43\|3.33\|29.46\|30.66\|28.99\|291179;2026-04-23\|31.08\|2.14\|30.50\|33.05\|30.35\|395372;2026-04-24\|30.92\|-0.51\|31.28\|31.57\|30.15\|236935;2026-04-27\|30.18\|-2.39\|31.00\|31.66\|30.18\|233299;2026-04-28\|30.07\|-0.36\|29.95\|30.85\|29.03\|194013;2026-04-29\|30.65\|1.93\|30.28\|31.76\|29.85\|271854;2026-04-30\|31.26\|1.99\|31.21\|32.00\|30.77\|237427;2026-05-06\|33.53\|7.26\|31.16\|33.93\|31.16\|315342;2026-05-07\|36.88\|9.99\|34.09\|36.88\|33.80\|377109;2026-05-08\|37.15\|0.73\|37.02\|38.18\|35.80\|529340;2026-05-11\|39.23\|5.60\|37.52\|40.87\|36.80\|411782;2026-05-12\|38.67\|-1.43\|38.36\|39.52\|37.90\|250331;2026-05-13\|42.54\|10.01\|38.27\|42.54\|37.82\|150734;2026-05-14\|44.76\|5.22\|45.94\|46.33\|43.42\|460077;2026-05-15\|43.23\|-3.42\|45.64\|46.60\|42.00\|325783;2026-05-18\|46.15\|6.75\|44.00\|47.55\|43.60\|317242;2026-05-19\|46.20\|0.11\|45.88\|46.43\|43.80\|271174;2026-05-20\|48.00\|3.90\|46.40\|48.56\|46.38\|277425;2026-05-21\|48.83\|1.73\|49.67\|52.60\|48.42\|440305;2026-05-22\|53.71\|9.99\|50.49\|53.71\|50.01\|297901;2026-05-25\|51.00\|-5.05\|54.00\|55.80\|49.56\|419137;2026-05-26\|47.58\|-6.71\|49.25\|49.88\|47.00\|263226;2026-05-27\|48.11\|1.11\|47.58\|51.32\|46.49\|304706;2026-05-28\|48.04\|-0.15\|47.91\|49.50\|47.46\|214920;2026-05-29\|44.20\|-7.99\|49.04\|49.60\|43.41\|345814;2026-06-01\|43.38\|-1.79\|45.05\|46.61\|42.90\|237149;2026-06-02\|41.70\|-3.87\|43.55\|43.66\|41.30\|253513;2026-06-03\|42.19\|1.18\|41.80\|43.41\|41.23\|196634;2026-06-04\|43.49\|3.08\|42.00\|44.18\|41.20\|225699;2026-06-05\|41.82\|-3.84\|42.37\|43.48\|41.20\|184409;2026-06-08\|39.33\|-5.95\|40.11\|41.48\|39.05\|182859;2026-06-09\|41.82\|6.33\|40.35\|42.01\|39.81\|165958;2026-06-10\|39.36\|-5.88\|41.07\|41.50\|39.05\|135899;2026-06-11\|38.52\|-2.13\|38.99\|39.73\|38.02\|134155;2026-06-12\|37.52\|-2.60\|39.72\|39.80\|37.40\|112558;2026-06-15\|39.35\|4.88\|38.19\|39.70\|38.01\|138143;2026-06-16\|43.29\|10.01\|40.15\|43.29\|39.87\|101924;2026-06-17\|42.32\|-2.24\|44.16\|44.99\|42.04\|350543;2026-06-18\|42.61\|0.69\|42.36\|43.31\|42.00\|240845;2026-06-22\|46.87\|10.00\|44.04\|46.87\|43.50\|497232;2026-06-23\|45.85\|-2.18\|45.60\|48.50\|44.69\|462424;2026-06-24\|44.33\|-3.32\|44.38\|45.31\|41.31\|343958;2026-06-25\|42.62\|-3.86\|44.33\|44.88\|42.00\|242722;2026-06-26\|41.50\|-2.63\|42.27\|45.00\|40.50\|231774;2026-06-29\|38.55\|-7.11\|41.29\|42.54\|37.83\|230573;2026-06-30\|40.86\|5.99\|39.01\|41.15\|37.70\|160039;2026-07-01\|39.88\|-2.40\|41.60\|44.95\|39.27\|360614;2026-07-02\|39.60\|-0.70\|38.42\|42.42\|38.01\|329654;2026-07-03\|39.62\|0.05\|39.60\|41.22\|38.57\|221270;2026-07-06\|39.73\|0.28\|40.01\|43.56\|39.25\|296990;2026-07-07\|38.50\|-3.10\|39.85\|42.00\|37.66\|217494;2026-07-08\|34.65\|-10.00\|37.98\|38.78\|34.65\|203030;2026-07-09\|35.43\|2.25\|34.01\|35.55\|32.50\|240421;2026-07-10\|34.07\|-3.84\|35.19\|36.06\|34.00\|185644
115098		AI数据中心+电接触材料+一季报扭亏+贵金属循环行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年6月5日互动易，公司为数据中心应用领域研发的高分断能力一体化焊接触头组件，已成功为微软、Meta、华为等科技巨头数据中心的供应商实现供货，近年来应用于数据中心领域的电接触材料销售规模增速较快。 2、据公司官网及此前公告，公司下属子公司温州伟达主要开展贵金属循环业务，从废旧金属材料中回收白银、黄金等金属并制作成银锭、黄金等产品；据2026年5月7日业绩说明会，公司已建成年回收800吨银锭的专用厂房及高标准环保设施。 3、据2026年4月30日公告，公司2026年第一季度实现营收19.42亿元，同比增长92.67%；归母净利润1.81亿元，同比实现扭亏为盈。	公司低压电接触材料销售额国内第一，高分断能力焊接触头组件已配套施耐德、西门子、ABB等全球头部客户，北美数据中心低压配套业务在关税压力下逆势增长	2026-03-03\|29.46\|-3.16\|30.20\|30.68\|29.05\|64950;2026-03-04\|32.41\|10.01\|28.83\|32.41\|28.78\|98741;2026-03-05\|33.61\|3.70\|34.01\|35.20\|33.18\|138317;2026-03-06\|33.84\|0.68\|33.59\|34.29\|32.10\|82942;2026-03-09\|33.34\|-1.48\|33.30\|33.72\|32.36\|75360;2026-03-10\|34.98\|4.92\|33.17\|36.67\|33.17\|198517;2026-03-11\|33.88\|-3.14\|34.63\|35.00\|33.33\|149338;2026-03-12\|32.70\|-3.48\|33.50\|34.32\|32.60\|80684;2026-03-13\|31.28\|-4.34\|32.40\|32.69\|30.86\|74115;2026-03-16\|31.90\|1.98\|31.28\|32.33\|30.33\|80542;2026-03-17\|30.33\|-4.92\|32.06\|32.40\|30.30\|47186;2026-03-18\|31.69\|4.48\|30.48\|32.09\|30.25\|47975;2026-03-19\|31.05\|-2.02\|30.75\|32.55\|30.70\|59329;2026-03-20\|29.95\|-3.54\|31.21\|31.57\|29.90\|43183;2026-03-23\|28.71\|-4.14\|29.29\|30.39\|28.43\|62887;2026-03-24\|29.78\|3.73\|29.23\|29.78\|28.24\|40385;2026-03-25\|29.78\|0.00\|30.35\|30.35\|29.51\|43269;2026-03-26\|28.67\|-3.73\|29.42\|29.73\|28.55\|31669;2026-03-27\|28.96\|1.01\|28.52\|29.29\|28.28\|37375;2026-03-30\|29.01\|0.17\|28.90\|29.40\|28.53\|26678;2026-03-31\|28.20\|-2.79\|28.95\|29.46\|28.00\|28798;2026-04-01\|29.53\|4.72\|28.69\|29.65\|28.28\|59697;2026-04-02\|28.57\|-3.25\|29.31\|29.79\|28.41\|48695;2026-04-03\|28.18\|-1.37\|28.62\|28.88\|28.01\|35645;2026-04-07\|28.50\|1.14\|28.20\|29.28\|28.16\|40263;2026-04-08\|31.35\|10.00\|29.10\|31.35\|28.91\|47604;2026-04-09\|31.64\|0.93\|31.26\|32.43\|30.74\|77824;2026-04-10\|34.23\|8.19\|31.95\|34.80\|31.87\|91935;2026-04-13\|32.60\|-4.76\|34.26\|34.90\|32.19\|121124;2026-04-14\|32.39\|-0.64\|32.91\|33.44\|31.81\|79682;2026-04-15\|33.14\|2.32\|32.40\|33.83\|32.36\|71095;2026-04-16\|33.72\|1.75\|33.24\|34.10\|32.68\|49669;2026-04-17\|36.22\|7.41\|33.70\|36.96\|33.49\|89520;2026-04-20\|36.55\|0.91\|36.38\|37.77\|36.20\|77356;2026-04-21\|37.37\|2.24\|36.68\|37.76\|35.70\|67955;2026-04-22\|37.35\|-0.05\|37.06\|37.51\|36.51\|46220;2026-04-23\|36.31\|-2.78\|37.37\|38.56\|35.40\|68974;2026-04-24\|37.80\|4.10\|36.50\|38.50\|35.98\|95528;2026-04-27\|40.36\|6.77\|38.00\|40.66\|37.80\|105849;2026-04-28\|40.09\|-0.67\|40.00\|40.72\|39.11\|71567;2026-04-29\|42.44\|5.86\|40.70\|42.70\|40.03\|79189;2026-04-30\|46.68\|9.99\|46.68\|46.68\|46.68\|24307;2026-05-06\|51.35\|10.00\|51.35\|51.35\|50.52\|94385;2026-05-07\|56.49\|10.01\|56.49\|56.49\|56.49\|15763;2026-05-08\|62.14\|10.00\|62.14\|62.14\|62.14\|16675;2026-05-11\|68.35\|9.99\|68.35\|68.35\|68.35\|5439;2026-05-12\|73.61\|7.70\|75.19\|75.19\|69.80\|330308;2026-05-13\|77.11\|4.75\|72.17\|78.45\|72.17\|264109;2026-05-14\|69.40\|-10.00\|74.15\|75.14\|69.40\|224900;2026-05-15\|69.93\|0.76\|69.00\|72.65\|67.79\|161757;2026-05-18\|70.95\|1.46\|67.10\|71.60\|64.00\|141634;2026-05-19\|70.04\|-1.28\|69.52\|72.65\|68.34\|121197;2026-05-20\|66.86\|-4.54\|68.50\|69.87\|64.00\|140729;2026-05-21\|63.83\|-4.53\|66.86\|67.85\|62.69\|107754;2026-05-22\|65.29\|2.29\|64.00\|65.62\|63.37\|80392;2026-05-25\|67.14\|2.83\|65.81\|67.40\|62.20\|110905;2026-05-26\|67.70\|0.83\|65.87\|71.08\|65.20\|165571;2026-05-27\|72.30\|6.79\|66.86\|72.30\|66.23\|180040;2026-05-28\|68.77\|-4.88\|71.04\|74.50\|68.21\|172723;2026-05-29\|62.20\|-9.55\|68.00\|68.60\|61.89\|214385;2026-06-01\|68.42\|10.00\|62.42\|68.42\|62.42\|158193;2026-06-02\|75.26\|10.00\|68.42\|75.26\|68.00\|156052;2026-06-03\|72.39\|-3.81\|75.95\|80.74\|71.75\|231437;2026-06-04\|77.51\|7.07\|73.83\|78.18\|72.56\|180521;2026-06-05\|83.41\|7.61\|75.66\|85.26\|73.20\|228468;2026-06-08\|90.00\|7.90\|78.86\|91.26\|78.86\|211963;2026-06-09\|89.20\|-0.89\|88.38\|90.71\|81.00\|214861;2026-06-10\|80.28\|-10.00\|85.30\|89.00\|80.28\|146372;2026-06-11\|76.01\|-5.14\|77.50\|79.45\|73.50\|160955;2026-06-12\|72.86\|-4.14\|77.30\|79.91\|72.00\|148823;2026-06-15\|80.15\|10.01\|74.99\|80.15\|74.30\|67515;2026-06-16\|88.17\|10.01\|84.00\|88.17\|81.20\|167420;2026-06-17\|84.49\|-4.17\|83.00\|85.40\|82.10\|162511;2026-06-18\|86.00\|1.79\|84.49\|88.10\|83.20\|126326;2026-06-22\|83.64\|-2.74\|85.80\|89.44\|81.33\|143799;2026-06-23\|84.65\|1.21\|82.50\|89.00\|78.20\|153690;2026-06-24\|93.12\|10.01\|83.21\|93.12\|82.88\|164623;2026-06-25\|85.95\|-7.70\|95.01\|95.05\|85.04\|199432;2026-06-26\|80.47\|-6.38\|84.66\|85.80\|79.12\|122597;2026-06-29\|73.76\|-8.34\|80.02\|80.99\|72.42\|144905;2026-06-30\|71.39\|-3.21\|73.84\|74.50\|70.56\|108722;2026-07-01\|73.50\|2.96\|71.40\|74.91\|70.88\|118580;2026-07-02\|70.67\|-3.85\|73.00\|76.28\|70.42\|96981;2026-07-03\|75.90\|7.40\|70.42\|77.74\|68.11\|162673;2026-07-06\|70.57\|-7.02\|75.48\|77.57\|69.96\|120346;2026-07-07\|70.60\|0.04\|70.07\|72.00\|68.07\|73167;2026-07-08\|69.63\|-1.37\|70.07\|71.30\|67.60\|59337;2026-07-09\|69.82\|0.27\|68.95\|70.81\|67.00\|74439;2026-07-10\|71.25\|2.05\|69.79\|75.50\|69.35\|80222
115097		AI算力+定增算力项目+液冷行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年6月4日公告，公司拟以简易程序向特定对象发行股票，募集资金用于智能算力集群建设项目，项目建成后公司AI算力业务将由建设交付延伸至算力运营服务。 2、据2026年4月3日年报及2026年4月28日一季报，公司AI算力板块已成为核心收入来源，2025年该板块收入8.70亿元，占总营收46.16%；2025年12月陆续签订合计约6.04亿元算力设备销售合同；2026年一季度营收同比增长113.46%，增长主要系新增AI算力业务。 3、据2025年9月5日公告，公司旗下武桐高新的液冷超节点采用自主设计的泵驱两相液冷方案，实现100%全液冷，PUE预计降至1.06-1.15。	公司拟收购武桐高新39.23%的股权，标的主要从事AIDC算力服务器与集群综合解决方案服务业务	2026-03-03\|126.70\|-2.95\|133.16\|133.38\|125.29\|65945;2026-03-04\|131.18\|3.54\|126.70\|131.69\|118.03\|52892;2026-03-05\|130.00\|-0.90\|133.00\|133.80\|126.20\|38547;2026-03-06\|131.15\|0.88\|133.00\|135.80\|129.00\|48906;2026-03-09\|135.00\|2.94\|127.00\|135.90\|122.00\|63838;2026-03-10\|132.72\|-1.69\|134.96\|135.10\|127.71\|49953;2026-03-11\|136.00\|2.47\|133.31\|139.37\|132.30\|51393;2026-03-12\|138.02\|1.49\|136.01\|140.84\|132.76\|36432;2026-03-13\|133.30\|-3.42\|137.00\|143.00\|132.80\|47342;2026-03-16\|134.00\|0.53\|134.12\|136.22\|127.12\|55986;2026-03-17\|129.82\|-3.12\|136.00\|136.00\|129.00\|34101;2026-03-18\|129.11\|-0.55\|130.00\|130.00\|126.26\|25432;2026-03-19\|119.99\|-7.06\|127.00\|128.06\|118.00\|45400;2026-03-20\|113.00\|-5.83\|121.00\|122.99\|110.92\|66196;2026-03-23\|101.70\|-10.00\|111.70\|112.10\|101.70\|57590;2026-03-24\|102.86\|1.14\|103.40\|103.40\|96.34\|70104;2026-03-25\|109.30\|6.26\|103.00\|110.50\|101.30\|55320;2026-03-26\|103.05\|-5.72\|110.00\|110.00\|102.32\|40774;2026-03-27\|102.07\|-0.95\|104.70\|104.70\|100.10\|32427;2026-03-30\|100.99\|-1.06\|100.00\|103.22\|99.00\|39710;2026-03-31\|94.69\|-6.24\|102.49\|102.49\|93.69\|60882;2026-04-01\|104.16\|10.00\|98.00\|104.16\|96.70\|44753;2026-04-02\|106.92\|2.65\|105.90\|110.38\|104.40\|103335;2026-04-03\|102.69\|-3.96\|106.38\|107.98\|99.50\|77782;2026-04-07\|99.46\|-3.15\|104.74\|104.98\|97.93\|44642;2026-04-08\|109.41\|10.00\|103.70\|109.41\|100.10\|54337;2026-04-09\|111.06\|1.51\|109.41\|116.30\|106.71\|77520;2026-04-10\|114.50\|3.10\|113.05\|117.50\|110.00\|67262;2026-04-13\|113.56\|-0.82\|111.50\|115.62\|111.50\|43438;2026-04-14\|115.10\|1.36\|115.00\|117.22\|112.00\|56830;2026-04-15\|126.61\|10.00\|115.00\|126.61\|115.00\|56828;2026-04-16\|131.59\|3.93\|127.00\|133.63\|127.00\|86689;2026-04-17\|129.91\|-1.28\|130.85\|133.00\|124.70\|58431;2026-04-20\|128.18\|-1.33\|129.99\|132.50\|127.50\|50574;2026-04-21\|126.32\|-1.45\|127.00\|127.94\|124.50\|34135;2026-04-22\|130.97\|3.68\|125.86\|132.00\|125.80\|38473;2026-04-23\|128.90\|-1.58\|132.00\|133.24\|126.26\|32813;2026-04-24\|129.35\|0.35\|129.90\|134.09\|127.53\|33138;2026-04-27\|142.29\|10.00\|129.55\|142.29\|129.39\|36664;2026-04-28\|156.52\|10.00\|148.00\|156.52\|147.00\|88342;2026-04-29\|153.52\|-1.92\|158.00\|162.00\|150.03\|105798;2026-04-30\|150.05\|-2.26\|153.52\|155.49\|146.30\|55412;2026-05-06\|148.02\|-1.35\|150.00\|150.50\|144.67\|56418;2026-05-07\|151.00\|2.01\|146.57\|151.98\|146.03\|52367;2026-05-08\|166.10\|10.00\|150.23\|166.10\|150.13\|30361;2026-05-11\|168.18\|1.25\|172.58\|175.00\|163.16\|72012;2026-05-12\|158.61\|-5.69\|169.85\|170.21\|157.00\|51784;2026-05-13\|161.87\|2.06\|157.82\|162.88\|154.00\|46692;2026-05-14\|156.00\|-3.63\|164.00\|165.00\|155.81\|44421;2026-05-15\|154.21\|-1.15\|153.08\|158.00\|149.13\|35896;2026-05-18\|153.40\|-0.53\|154.28\|160.90\|150.70\|35129;2026-05-19\|150.00\|-2.22\|152.64\|153.00\|147.28\|35631;2026-05-20\|149.01\|-0.66\|150.00\|154.49\|147.28\|35398;2026-05-21\|101.47\|-4.51\|108.28\|110.50\|101.47\|48548;2026-05-22\|105.97\|4.43\|101.90\|107.00\|101.64\|52725;2026-05-25\|110.40\|4.18\|107.99\|110.44\|104.03\|50811;2026-05-26\|108.32\|-1.88\|111.00\|111.59\|107.35\|47667;2026-05-27\|119.15\|10.00\|108.32\|119.15\|107.39\|65214;2026-05-28\|120.25\|0.92\|119.15\|122.50\|114.44\|81791;2026-05-29\|118.68\|-1.31\|119.75\|123.90\|117.18\|57488;2026-06-01\|106.81\|-10.00\|118.89\|118.89\|106.81\|67289;2026-06-02\|107.07\|0.24\|108.83\|108.83\|103.00\|43079;2026-06-03\|110.35\|3.06\|105.95\|111.85\|104.20\|38992;2026-06-04\|113.66\|3.00\|108.64\|113.66\|108.30\|36876;2026-06-05\|109.25\|-3.88\|113.00\|114.88\|108.00\|43774;2026-06-08\|104.50\|-4.35\|100.00\|108.36\|100.00\|42214;2026-06-09\|105.76\|1.21\|107.00\|107.50\|104.10\|25011;2026-06-10\|106.27\|0.48\|104.50\|112.56\|104.00\|31989;2026-06-11\|105.87\|-0.38\|106.00\|108.08\|103.58\|26929;2026-06-12\|107.78\|1.80\|107.46\|113.82\|107.00\|44263;2026-06-15\|118.56\|10.00\|108.99\|118.56\|108.00\|60099;2026-06-16\|130.42\|10.00\|119.75\|130.42\|119.75\|79592;2026-06-17\|133.20\|2.13\|133.03\|135.60\|128.00\|77549;2026-06-18\|138.51\|3.99\|133.50\|140.80\|133.50\|46232;2026-06-22\|140.25\|1.26\|135.50\|142.25\|135.50\|42218;2026-06-23\|135.09\|-3.68\|138.00\|141.00\|134.10\|44386;2026-06-24\|135.06\|-0.02\|134.90\|137.88\|131.00\|48306;2026-06-25\|138.64\|2.65\|135.10\|139.64\|133.63\|46172;2026-06-26\|137.77\|-0.63\|136.98\|141.90\|134.55\|51832;2026-06-29\|138.14\|0.27\|136.83\|143.84\|132.00\|55527;2026-06-30\|145.00\|4.97\|138.14\|146.15\|137.00\|51028;2026-07-01\|159.50\|10.00\|145.00\|159.50\|143.01\|34845;2026-07-02\|143.55\|-10.00\|160.00\|160.00\|143.55\|91413;2026-07-03\|135.66\|-5.50\|135.82\|140.83\|134.00\|54901;2026-07-06\|130.72\|-3.64\|136.00\|136.99\|129.00\|48342;2026-07-07\|123.25\|-5.71\|130.74\|132.99\|121.50\|46291;2026-07-08\|123.42\|0.14\|123.50\|128.00\|120.33\|42450;2026-07-09\|129.28\|4.75\|121.31\|129.88\|118.20\|50824;2026-07-10\|125.07\|-3.26\|131.20\|133.34\|125.00\|44370
115096		固态断路器+AIDC+数据中心应用行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据财闻2026年6月12日报道，公司自研量产的MBS1系列DC800V固态断路器正式在国内头部运营商800V高压直流数据中心项目完成投运，标志该产品从技术样机、试点验证全面走向运营商规模化落地应用。 2、据2026年5月22日投资者关系活动记录表，公司定位于中低压变配电及新能源充电行业的中高端市场，积极打造AIDC高压直流整体解决方案；其固态断路器样机及出货可达2500A，可定制化最大电流至6300A，产品在电压、电流段布局相对齐全并具有先发优势。 3、据2026年6月11日互动易及2026年5月22日投资者关系活动记录表，公司固态断路器产品规格覆盖1A-6300A、200V-1500V，具备量产能力，已在新能源、轨道交通、船舶等直流场景落地示范项目。	公司自研量产的MBS1系列DC800V固态断路器(SSCB)正式在国内头部运营商800V高压直流数据中心项目完成投运	2026-03-03\|19.25\|-6.69\|20.47\|20.80\|19.20\|107199;2026-03-04\|19.95\|3.64\|18.87\|20.23\|18.87\|94439;2026-03-05\|20.99\|5.21\|20.45\|21.52\|20.20\|224405;2026-03-06\|22.06\|5.10\|21.00\|23.00\|20.88\|286498;2026-03-09\|21.89\|-0.77\|21.02\|21.96\|20.86\|192414;2026-03-10\|22.30\|1.87\|21.76\|22.30\|21.51\|185571;2026-03-11\|21.54\|-3.41\|22.05\|22.19\|21.35\|167096;2026-03-12\|21.74\|0.93\|21.60\|21.87\|21.21\|127995;2026-03-13\|20.57\|-5.38\|21.49\|21.58\|20.50\|111669;2026-03-16\|20.53\|-0.19\|20.59\|21.02\|20.23\|67027;2026-03-17\|19.42\|-5.41\|20.58\|20.63\|19.40\|88518;2026-03-18\|20.00\|2.99\|19.57\|20.04\|19.50\|56431;2026-03-19\|19.11\|-4.45\|19.82\|19.85\|19.00\|57193;2026-03-20\|17.93\|-6.17\|19.55\|19.55\|17.90\|113377;2026-03-23\|17.12\|-4.52\|17.22\|18.06\|17.00\|76829;2026-03-24\|17.70\|3.39\|17.60\|17.70\|16.90\|73650;2026-03-25\|18.12\|2.37\|17.79\|18.29\|17.71\|56063;2026-03-26\|17.53\|-3.26\|18.02\|18.15\|17.40\|57073;2026-03-27\|17.96\|2.45\|17.31\|18.98\|17.20\|95914;2026-03-30\|17.93\|-0.17\|17.60\|18.06\|17.49\|64049;2026-03-31\|17.37\|-3.12\|17.76\|17.95\|17.35\|52939;2026-04-01\|17.49\|0.69\|17.78\|17.87\|17.33\|39700;2026-04-02\|16.85\|-3.66\|17.35\|17.60\|16.53\|53660;2026-04-03\|16.37\|-2.85\|16.84\|16.98\|16.24\|59655;2026-04-07\|16.71\|2.08\|16.48\|16.83\|16.37\|53151;2026-04-08\|17.57\|5.15\|17.11\|17.62\|17.11\|51467;2026-04-09\|17.42\|-0.85\|17.51\|17.67\|17.24\|44468;2026-04-10\|17.84\|2.41\|17.48\|18.54\|17.48\|81156;2026-04-13\|16.67\|-6.56\|17.16\|17.43\|16.52\|134227;2026-04-14\|17.01\|2.04\|16.97\|17.48\|16.55\|109321;2026-04-15\|16.87\|-0.82\|17.04\|17.33\|16.80\|76682;2026-04-16\|17.25\|2.25\|16.85\|17.29\|16.56\|77201;2026-04-17\|17.64\|2.26\|17.30\|17.88\|16.97\|74951;2026-04-20\|18.27\|3.57\|17.96\|18.60\|17.93\|113798;2026-04-21\|17.88\|-2.13\|18.19\|18.25\|17.62\|65591;2026-04-22\|18.00\|0.67\|17.79\|18.12\|17.61\|45453;2026-04-23\|17.81\|-1.06\|18.09\|18.80\|17.52\|96524;2026-04-24\|17.42\|-2.19\|17.67\|17.77\|17.14\|58561;2026-04-27\|17.65\|1.32\|17.30\|17.68\|17.02\|46751;2026-04-28\|17.12\|-3.00\|17.48\|17.63\|17.06\|41227;2026-04-29\|17.95\|4.85\|17.15\|18.07\|17.15\|87195;2026-04-30\|18.24\|1.62\|17.79\|18.30\|17.72\|56375;2026-05-06\|18.30\|0.33\|18.35\|18.51\|18.14\|77492;2026-05-07\|18.41\|0.60\|18.31\|18.47\|18.25\|57880;2026-05-08\|19.20\|4.29\|18.30\|19.35\|18.20\|105250;2026-05-11\|19.60\|2.08\|19.35\|19.90\|19.10\|98118;2026-05-12\|19.21\|-1.99\|19.58\|19.64\|18.99\|73453;2026-05-13\|19.85\|3.33\|19.20\|20.26\|19.15\|108939;2026-05-14\|19.21\|-3.22\|19.98\|20.17\|19.18\|81646;2026-05-15\|19.60\|2.03\|19.24\|20.16\|19.24\|101046;2026-05-18\|21.56\|10.00\|19.50\|21.56\|19.31\|293593;2026-05-19\|22.70\|5.29\|21.21\|23.50\|20.89\|425169;2026-05-20\|22.41\|-1.28\|22.57\|22.78\|21.98\|254212;2026-05-21\|21.56\|-3.79\|22.23\|23.09\|21.50\|188324;2026-05-22\|21.66\|0.46\|21.85\|22.20\|21.38\|129767;2026-05-25\|23.83\|10.02\|21.77\|23.83\|21.77\|106464;2026-05-26\|21.45\|-9.99\|23.60\|23.60\|21.45\|223238;2026-05-27\|23.60\|10.02\|21.41\|23.60\|21.25\|220715;2026-05-28\|23.29\|-1.31\|23.60\|24.75\|23.21\|424820;2026-05-29\|24.30\|4.34\|23.00\|25.62\|22.74\|438580;2026-06-01\|23.44\|-3.54\|24.24\|25.02\|23.20\|313584;2026-06-02\|22.74\|-2.99\|22.86\|24.63\|22.58\|274035;2026-06-03\|22.09\|-2.86\|22.22\|23.20\|21.65\|219656;2026-06-04\|21.30\|-3.58\|21.72\|22.80\|21.01\|189102;2026-06-05\|21.28\|-0.09\|21.11\|22.18\|19.96\|177777;2026-06-08\|19.66\|-7.61\|20.80\|21.03\|19.42\|145190;2026-06-09\|20.15\|2.49\|19.99\|20.90\|19.80\|113621;2026-06-10\|18.74\|-7.00\|19.59\|19.66\|18.50\|124844;2026-06-11\|18.34\|-2.13\|18.44\|18.90\|18.08\|93863;2026-06-12\|20.17\|9.98\|19.50\|20.17\|19.01\|52085;2026-06-15\|20.22\|0.25\|19.87\|20.52\|19.36\|258100;2026-06-16\|22.24\|9.99\|20.39\|22.24\|20.18\|184570;2026-06-17\|21.82\|-1.89\|22.27\|22.60\|21.67\|234421;2026-06-18\|22.60\|3.57\|21.62\|23.45\|21.40\|229040;2026-06-22\|23.15\|2.43\|22.95\|24.28\|22.08\|294982;2026-06-23\|22.21\|-4.06\|22.70\|23.14\|22.00\|189551;2026-06-24\|21.66\|-2.48\|22.00\|22.15\|21.00\|169989;2026-06-25\|20.63\|-4.76\|21.49\|21.57\|20.50\|127181;2026-06-26\|19.79\|-4.07\|21.05\|21.66\|19.56\|180225;2026-06-29\|19.05\|-3.74\|20.00\|20.80\|18.75\|170412;2026-06-30\|19.45\|2.10\|19.07\|19.59\|18.73\|103401;2026-07-01\|18.89\|-2.88\|19.67\|19.79\|18.78\|134724;2026-07-02\|18.35\|-2.86\|18.50\|19.26\|18.26\|106863;2026-07-03\|18.61\|1.42\|18.35\|19.06\|18.26\|99450;2026-07-06\|18.18\|-2.31\|18.60\|19.26\|18.10\|98087;2026-07-07\|17.28\|-4.95\|18.28\|18.52\|17.23\|90198;2026-07-08\|16.62\|-3.82\|17.40\|17.40\|16.52\|74143;2026-07-09\|16.79\|1.02\|16.61\|16.85\|15.86\|80192;2026-07-10\|17.30\|3.04\|16.80\|18.07\|16.57\|104935
115095		涨停揭秘：33kW/110kW/800VDC-50VDC Power Shelf产品矩阵适配GB300、Vera Rubin等高端算力场景，直供AI服务器电源系统；涨停缘由：高功率密度机架级供电模块全覆盖+适配NVIDIA新一代GPU平台+腾讯云计费上调带动算力资本开支上修；资金逻辑：资金关注国产替代核心环节，技术壁垒高+客户认证周期长，订单可见度提升驱动估值重估；风险提示：下游客户集中度高，新品放量节奏受AI芯片迭代影响，短期营收占比仍较低	公司业务涵盖 33kW Power Shelf、 110kW Power Shelf（适配 GB300、Vera Rubin 等高端算力场景）、800VDC-50VDC Power Shelf，满足不同输入、输出电压的机架级供电需求，提供高功率密度的配电支撑。	2026-03-03\|126.96\|-4.01\|131.81\|136.80\|125.40\|214001;2026-03-04\|128.70\|1.37\|123.04\|132.15\|123.03\|202330;2026-03-05\|128.59\|-0.09\|131.00\|133.93\|126.57\|189745;2026-03-06\|128.36\|-0.18\|128.71\|132.34\|126.16\|159588;2026-03-09\|120.69\|-5.98\|122.68\|123.20\|115.57\|198281;2026-03-10\|129.27\|7.11\|123.20\|130.00\|123.20\|181289;2026-03-11\|125.76\|-2.72\|129.17\|132.39\|125.58\|161837;2026-03-12\|120.50\|-4.18\|125.99\|127.55\|117.71\|174503;2026-03-13\|117.64\|-2.37\|118.50\|119.85\|115.50\|112692;2026-03-16\|117.38\|-0.22\|117.78\|117.99\|112.51\|124609;2026-03-17\|107.75\|-8.20\|119.50\|119.55\|106.23\|243651;2026-03-18\|109.98\|2.07\|108.00\|110.57\|106.26\|128022;2026-03-19\|104.06\|-5.38\|106.50\|108.00\|103.53\|172575;2026-03-20\|103.73\|-0.32\|105.50\|106.18\|102.60\|130089;2026-03-23\|96.84\|-6.64\|100.00\|102.29\|96.40\|173016;2026-03-24\|98.89\|2.12\|99.00\|99.26\|95.70\|126715;2026-03-25\|103.10\|4.26\|101.31\|105.00\|101.31\|163832;2026-03-26\|100.27\|-2.74\|102.61\|103.56\|99.83\|92742;2026-03-27\|101.25\|0.98\|99.00\|102.88\|98.07\|92828;2026-03-30\|100.45\|-0.79\|99.80\|101.39\|98.07\|91360;2026-03-31\|97.20\|-3.24\|100.46\|100.61\|96.08\|113178;2026-04-01\|102.57\|5.52\|100.88\|102.88\|99.30\|135671;2026-04-02\|96.40\|-6.02\|100.70\|101.80\|95.50\|176983;2026-04-03\|94.57\|-1.90\|97.74\|98.29\|94.56\|110174;2026-04-07\|93.79\|-0.82\|95.50\|96.16\|93.63\|114902;2026-04-08\|102.50\|9.29\|97.85\|102.95\|97.50\|174136;2026-04-09\|102.57\|0.07\|101.10\|105.92\|101.10\|156136;2026-04-10\|105.11\|2.48\|103.49\|108.00\|103.00\|191689;2026-04-13\|104.45\|-0.63\|103.61\|105.78\|102.30\|149080;2026-04-14\|108.67\|4.04\|106.86\|110.82\|104.46\|217066;2026-04-15\|105.59\|-2.83\|111.51\|112.30\|104.42\|200175;2026-04-16\|104.53\|-1.00\|105.59\|106.80\|104.04\|175041;2026-04-17\|106.13\|1.53\|104.53\|108.00\|102.73\|204247;2026-04-20\|112.05\|5.58\|106.12\|114.60\|105.30\|283956;2026-04-21\|107.46\|-4.10\|108.88\|109.00\|105.50\|238668;2026-04-22\|108.37\|0.85\|106.20\|109.41\|105.00\|251763;2026-04-23\|106.46\|-1.76\|109.49\|110.10\|103.87\|206304;2026-04-24\|104.54\|-1.80\|105.14\|107.71\|104.31\|174686;2026-04-27\|108.04\|3.35\|104.00\|109.87\|103.80\|226837;2026-04-28\|105.10\|-2.72\|107.50\|108.50\|104.50\|143243;2026-04-29\|115.61\|10.00\|110.00\|115.61\|109.50\|227312;2026-04-30\|120.21\|3.98\|121.39\|124.57\|118.22\|384842;2026-05-06\|120.33\|0.10\|122.50\|123.00\|119.39\|307180;2026-05-07\|123.00\|2.22\|123.00\|123.87\|119.76\|225505;2026-05-08\|122.70\|-0.24\|121.60\|124.10\|119.51\|191003;2026-05-11\|125.00\|1.87\|123.55\|126.88\|122.00\|234522;2026-05-12\|125.33\|0.26\|126.66\|127.00\|122.78\|188560;2026-05-13\|137.86\|10.00\|124.42\|137.86\|123.80\|286103;2026-05-14\|133.15\|-3.42\|144.80\|144.80\|133.00\|334566;2026-05-15\|128.13\|-3.77\|134.88\|134.96\|126.49\|248716;2026-05-18\|124.92\|-2.51\|126.99\|129.68\|124.35\|256337;2026-05-19\|126.50\|1.26\|124.93\|126.80\|121.04\|184255;2026-05-20\|122.60\|-3.08\|124.80\|125.23\|121.01\|228140;2026-05-21\|116.69\|-4.82\|124.52\|125.20\|116.10\|223909;2026-05-22\|120.33\|3.12\|116.72\|120.72\|116.72\|162248;2026-05-25\|132.36\|10.00\|123.80\|132.36\|123.53\|301949;2026-05-26\|137.99\|4.25\|134.00\|139.39\|132.65\|375300;2026-05-27\|135.86\|-1.54\|137.89\|145.38\|135.00\|326476;2026-05-28\|135.49\|-0.27\|135.85\|137.37\|131.83\|205982;2026-05-29\|126.05\|-6.97\|140.00\|140.91\|123.50\|321822;2026-06-01\|134.50\|6.70\|129.85\|138.66\|125.01\|447993;2026-06-02\|147.95\|10.00\|140.00\|147.95\|140.00\|336118;2026-06-03\|157.98\|6.78\|148.00\|162.75\|145.50\|678139;2026-06-04\|154.11\|-2.45\|153.33\|161.11\|152.90\|446481;2026-06-05\|146.50\|-4.94\|155.01\|158.73\|145.51\|417947;2026-06-08\|149.00\|1.71\|142.22\|157.03\|140.88\|441020;2026-06-09\|161.79\|8.58\|159.00\|163.63\|149.13\|432571;2026-06-10\|145.61\|-10.00\|151.55\|153.00\|145.61\|409827;2026-06-11\|139.41\|-4.26\|146.00\|148.52\|137.25\|395592;2026-06-12\|135.24\|-2.99\|144.00\|144.61\|135.20\|292299;2026-06-15\|148.76\|10.00\|140.51\|148.76\|140.38\|199225;2026-06-16\|163.64\|10.00\|158.58\|163.64\|157.00\|298637;2026-06-17\|178.90\|9.33\|169.07\|179.98\|168.00\|620833;2026-06-18\|179.50\|0.34\|176.75\|182.60\|172.88\|321837;2026-06-22\|188.79\|5.18\|181.91\|189.50\|173.69\|372447;2026-06-23\|173.05\|-8.34\|188.97\|189.98\|169.97\|341180;2026-06-24\|170.31\|-1.58\|171.14\|175.38\|168.00\|278696;2026-06-25\|171.98\|0.98\|173.08\|174.50\|166.11\|411545;2026-06-26\|160.76\|-6.52\|172.12\|175.66\|154.83\|535546;2026-06-29\|161.32\|0.35\|160.77\|169.41\|157.01\|404607;2026-06-30\|167.18\|3.63\|162.22\|171.66\|160.20\|410513;2026-07-01\|156.45\|-6.42\|165.00\|168.78\|154.00\|388440;2026-07-02\|146.97\|-6.06\|149.50\|155.83\|146.00\|271854;2026-07-03\|147.62\|0.44\|146.76\|153.68\|145.30\|246498;2026-07-06\|151.59\|2.69\|148.79\|160.80\|146.66\|301756;2026-07-07\|149.55\|-1.35\|156.80\|160.65\|148.00\|308920;2026-07-08\|145.08\|-2.99\|152.14\|154.80\|144.76\|238529;2026-07-09\|159.59\|10.00\|149.98\|159.59\|149.97\|444555;2026-07-10\|161.79\|1.38\|167.56\|173.86\|161.56\|494059
115094		算力合作+存储芯片+人形机器人行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年5月27日公告，公司全资子公司签署《算力产业合作协议》，围绕算电协同、AIDC智能算力中心运营等四大维度开展合作，整体合作业务体量折算合计约60亿元；据2026年6月3日互动易，公司正积极推进协议落地交付工作。 2、据2026年6月4日互动易，公司收购的NAO人形机器人在教育、科研领域的全球部署量超2万台，目前正全力推出新一代NAO系列产品，并推出适用于教育、康复、老人陪护等场景的机器人及机器人潮玩系列产品。 3、据2025年1月15日及2024年12月12日互动易，公司参股的苏州亿铸智能科技是一家将新型存储器ReRAM与存算一体架构相结合的大算力AI芯片公司。	1、公司参股的苏州亿铸智能科技有限公司是一家将新型存储器ReRAM及存算一体创新计算架构相结合，面向数据中心、云计算等场景的大算力AI芯片公司； 2、人工智能智慧口岸应用领域领先企业之一，已建立了机器人产品线，包括室内/外巡检机器人、协作机器人、车底查验机器人、测温机器人、协运机器人等	2026-03-03\|25.70\|-3.17\|26.49\|26.90\|25.68\|34626;2026-03-04\|25.39\|-1.21\|25.45\|25.78\|25.22\|24636;2026-03-05\|25.92\|2.09\|26.29\|26.60\|25.82\|25661;2026-03-06\|26.25\|1.27\|25.88\|26.27\|25.81\|18034;2026-03-09\|26.30\|0.19\|25.88\|26.42\|25.51\|25679;2026-03-10\|26.93\|2.40\|26.55\|27.15\|26.55\|27954;2026-03-11\|26.85\|-0.30\|27.38\|27.38\|26.82\|22596;2026-03-12\|26.90\|0.19\|26.80\|27.31\|26.61\|22003;2026-03-13\|26.32\|-2.16\|26.67\|26.90\|26.28\|21891;2026-03-16\|28.95\|9.99\|26.45\|28.95\|26.30\|70779;2026-03-17\|28.50\|-1.55\|28.95\|29.14\|28.36\|102123;2026-03-18\|28.67\|0.60\|28.35\|28.88\|28.35\|47475;2026-03-19\|28.65\|-0.07\|28.39\|28.90\|28.20\|52318;2026-03-20\|29.10\|1.57\|28.81\|30.35\|28.64\|114484;2026-03-23\|28.18\|-3.16\|28.82\|29.38\|28.01\|77269;2026-03-24\|28.80\|2.20\|28.91\|29.50\|28.10\|53153;2026-03-25\|29.37\|1.98\|28.80\|29.98\|28.67\|70544;2026-03-26\|29.08\|-0.99\|29.21\|29.79\|28.87\|52297;2026-03-27\|28.76\|-1.10\|28.45\|29.46\|28.16\|54206;2026-03-30\|29.04\|0.97\|28.35\|29.19\|28.21\|43356;2026-03-31\|29.27\|0.79\|28.84\|29.84\|28.52\|74800;2026-04-01\|30.66\|4.75\|29.60\|31.94\|29.14\|157919;2026-04-02\|31.14\|1.57\|30.01\|31.73\|30.01\|176448;2026-04-03\|30.43\|-2.28\|31.00\|31.10\|29.65\|98851;2026-04-07\|31.30\|2.86\|30.44\|32.50\|30.44\|130432;2026-04-08\|32.63\|4.25\|31.38\|32.99\|31.15\|155311;2026-04-09\|33.28\|1.99\|32.17\|34.20\|31.95\|137339;2026-04-10\|34.00\|2.16\|33.30\|34.61\|33.15\|131576;2026-04-13\|34.80\|2.35\|33.20\|35.17\|33.20\|117445;2026-04-14\|38.28\|10.00\|35.01\|38.28\|34.93\|272937;2026-04-15\|42.11\|10.01\|37.96\|42.11\|37.38\|297255;2026-04-16\|46.32\|10.00\|42.42\|46.32\|42.07\|239453;2026-04-17\|50.95\|10.00\|48.07\|50.95\|48.07\|180148;2026-04-20\|49.00\|-3.83\|54.01\|54.05\|48.39\|422964;2026-04-21\|45.15\|-7.86\|48.88\|49.00\|44.14\|250139;2026-04-22\|48.53\|7.49\|44.41\|49.46\|44.10\|274720;2026-04-23\|49.19\|1.36\|47.91\|49.86\|47.00\|228431;2026-04-24\|54.11\|10.00\|49.16\|54.11\|48.70\|216224;2026-04-27\|48.70\|-10.00\|51.01\|52.00\|48.70\|194469;2026-04-28\|49.10\|0.82\|49.71\|50.17\|46.68\|179858;2026-04-29\|48.94\|-0.33\|49.00\|51.80\|45.13\|186315;2026-04-30\|53.83\|9.99\|49.01\|53.83\|48.50\|117841;2026-05-06\|58.41\|8.51\|58.03\|58.96\|54.12\|255423;2026-05-07\|64.25\|10.00\|58.39\|64.25\|57.00\|110214;2026-05-08\|62.75\|-2.33\|65.00\|67.49\|61.82\|228362;2026-05-11\|60.02\|-4.35\|62.75\|63.20\|59.79\|166712;2026-05-12\|59.00\|-1.70\|61.00\|62.55\|58.50\|149373;2026-05-13\|63.10\|6.95\|58.80\|64.25\|57.05\|236401;2026-05-14\|69.41\|10.00\|64.23\|69.41\|63.12\|233401;2026-05-15\|69.49\|0.12\|69.88\|70.80\|65.06\|211543;2026-05-18\|63.70\|-8.33\|68.00\|68.66\|63.30\|179144;2026-05-19\|62.52\|-1.85\|64.30\|65.20\|60.88\|136797;2026-05-20\|62.22\|-0.48\|62.54\|63.36\|60.66\|98194;2026-05-21\|61.30\|-1.32\|62.45\|66.56\|61.02\|163398;2026-05-22\|63.53\|3.64\|61.80\|64.45\|60.93\|135561;2026-05-25\|59.39\|-6.52\|62.90\|63.48\|58.01\|160343;2026-05-26\|57.40\|-3.35\|59.40\|59.50\|56.27\|105434;2026-05-27\|52.31\|-8.87\|59.52\|60.08\|51.66\|220800;2026-05-28\|51.70\|-1.17\|50.99\|52.25\|49.16\|158152;2026-05-29\|46.53\|-10.00\|51.70\|52.00\|46.53\|152703;2026-06-01\|48.47\|4.17\|47.00\|49.78\|46.31\|120039;2026-06-02\|47.22\|-2.58\|48.47\|48.75\|46.66\|72081;2026-06-03\|47.89\|1.42\|47.22\|48.34\|46.00\|84155;2026-06-04\|47.26\|-1.32\|47.40\|48.26\|46.60\|58429;2026-06-05\|46.77\|-1.04\|47.12\|47.59\|45.71\|63447;2026-06-08\|45.15\|-3.46\|44.44\|46.55\|44.31\|57252;2026-06-09\|45.06\|-0.20\|46.05\|46.36\|44.50\|42965;2026-06-10\|44.32\|-1.64\|44.44\|44.99\|43.71\|39754;2026-06-11\|43.27\|-2.37\|43.77\|44.05\|42.50\|45572;2026-06-12\|44.96\|3.91\|43.41\|45.84\|43.29\|62114;2026-06-15\|49.46\|10.01\|45.50\|49.46\|45.01\|78703;2026-06-16\|54.41\|10.01\|52.52\|54.41\|52.52\|87290;2026-06-17\|53.84\|-1.05\|55.93\|56.50\|53.53\|179676;2026-06-18\|55.78\|3.60\|55.02\|59.22\|55.02\|175966;2026-06-22\|59.02\|5.81\|58.37\|59.75\|55.90\|203109;2026-06-23\|60.00\|1.66\|58.80\|61.64\|58.31\|137985;2026-06-24\|66.00\|10.00\|58.82\|66.00\|58.31\|168574;2026-06-25\|72.60\|10.00\|70.68\|72.60\|66.15\|86629;2026-06-26\|75.20\|3.58\|72.27\|77.88\|72.27\|274186;2026-06-29\|74.20\|-1.33\|75.13\|76.78\|72.00\|156991;2026-06-30\|79.00\|6.47\|75.11\|81.62\|74.78\|150232;2026-07-01\|78.30\|-0.89\|77.90\|81.03\|76.05\|141431;2026-07-02\|71.89\|-8.19\|75.50\|78.00\|71.34\|140044;2026-07-03\|70.85\|-1.45\|71.89\|75.39\|70.04\|102744;2026-07-06\|71.51\|0.93\|72.15\|74.80\|70.55\|105830;2026-07-07\|66.52\|-6.98\|71.00\|71.51\|65.87\|101162;2026-07-08\|69.79\|4.92\|68.70\|72.00\|65.19\|134658;2026-07-09\|62.81\|-10.00\|66.97\|67.00\|62.81\|98410;2026-07-10\|58.96\|-6.13\|60.53\|64.60\|58.96\|216290
115093		锆钛矿+陶瓷+摘星预期公司原因： 1、据2025年半年度报告，公司结合陶瓷原料、耐火材料和烧成工艺技术积累，向产业链上游的锆钛等新材料业务领域拓展，相关产品可用于航空航天、新能源电池等新兴领域。 2、据2025年半年度报告，公司是国内少数同时规模化生产日用、艺术、卫生陶瓷的企业，产品符合欧美澳高端标准。 3、据2026年1月31日公告的2025年度业绩预告，扣除与主营业务无关的业务收入和不具备商业实质的收入后的营业收入为36,000万元至41,000万元，高于3亿元退市红线。公司或将在年报披露后申请撤销退市风险警示。	新型家居生活陶瓷供应商，外贸收入占比近8成	2026-03-03\|8.05\|-4.96\|8.53\|8.63\|8.05\|29960;2026-03-04\|7.90\|-1.86\|7.79\|8.02\|7.79\|11133;2026-03-05\|8.30\|5.06\|7.96\|8.30\|7.96\|14444;2026-03-06\|8.72\|5.06\|8.44\|8.72\|8.33\|45040;2026-03-09\|9.00\|3.21\|8.63\|9.16\|8.57\|41195;2026-03-10\|8.94\|-0.67\|9.00\|9.25\|8.81\|25571;2026-03-11\|9.24\|3.36\|8.90\|9.30\|8.82\|32241;2026-03-12\|9.58\|3.68\|9.16\|9.70\|9.07\|46880;2026-03-13\|9.48\|-1.04\|9.40\|9.75\|9.25\|30704;2026-03-16\|9.21\|-2.85\|9.27\|9.59\|9.03\|23853;2026-03-17\|8.89\|-3.47\|9.46\|9.54\|8.77\|26837;2026-03-18\|9.01\|1.35\|8.80\|9.05\|8.75\|16796;2026-03-19\|8.75\|-2.89\|9.00\|9.00\|8.63\|19333;2026-03-20\|8.38\|-4.23\|8.79\|8.79\|8.35\|15831;2026-03-23\|7.96\|-5.01\|8.32\|8.32\|7.96\|24868;2026-03-24\|8.20\|3.02\|8.02\|8.29\|7.80\|13937;2026-03-25\|8.46\|3.17\|8.21\|8.55\|8.16\|8314;2026-03-26\|8.32\|-1.65\|8.31\|8.64\|8.30\|7779;2026-03-27\|8.34\|0.24\|8.32\|8.56\|8.25\|7110;2026-03-30\|8.76\|5.04\|8.26\|8.76\|8.21\|12018;2026-03-31\|8.88\|1.37\|9.07\|9.20\|8.80\|30471;2026-04-01\|8.80\|-0.90\|8.94\|9.00\|8.70\|13204;2026-04-02\|8.71\|-1.02\|8.66\|8.87\|8.66\|7700;2026-04-03\|8.56\|-1.72\|8.76\|8.84\|8.47\|10951;2026-04-07\|8.99\|5.02\|8.56\|8.99\|8.56\|35020;2026-04-08\|8.91\|-0.89\|9.12\|9.19\|8.81\|33740;2026-04-09\|8.98\|0.79\|8.82\|9.19\|8.82\|26856;2026-04-10\|9.02\|0.45\|9.09\|9.14\|8.98\|14554;2026-04-13\|9.04\|0.22\|9.02\|9.26\|8.85\|21460;2026-04-14\|9.03\|-0.11\|9.11\|9.11\|8.86\|12760;2026-04-15\|8.78\|-2.77\|9.03\|9.03\|8.70\|22825;2026-04-16\|9.00\|2.51\|8.84\|9.02\|8.55\|28487;2026-04-17\|8.88\|-1.33\|8.55\|9.02\|8.55\|62959;2026-04-20\|8.89\|0.11\|8.99\|9.32\|8.74\|31476;2026-04-21\|9.28\|4.39\|8.89\|9.30\|8.80\|52824;2026-04-22\|9.23\|-0.54\|9.30\|9.61\|9.14\|27287;2026-04-23\|8.90\|-3.58\|9.23\|9.26\|8.83\|22846;2026-04-24\|9.23\|3.71\|8.72\|9.25\|8.72\|22072;2026-04-27\|9.00\|-2.49\|9.23\|9.46\|9.00\|24435;2026-04-28\|9.05\|0.56\|9.18\|9.35\|8.99\|21772;2026-04-29\|8.90\|-1.66\|9.09\|9.09\|8.79\|20292;2026-04-30\|8.97\|0.79\|8.95\|9.03\|8.85\|13110;2026-05-06\|8.89\|-0.89\|8.90\|9.02\|8.81\|10307;2026-05-07\|9.24\|3.94\|8.90\|9.32\|8.90\|27619;2026-05-08\|9.45\|2.27\|9.20\|9.54\|9.13\|15813;2026-05-11\|9.56\|1.16\|9.40\|9.69\|9.34\|17596;2026-05-12\|9.88\|3.35\|9.56\|9.88\|9.39\|19163;2026-05-13\|10.37\|4.96\|9.80\|10.37\|9.80\|56625;2026-05-14\|10.18\|-1.83\|10.30\|10.47\|10.17\|29579;2026-05-15\|10.26\|0.79\|10.18\|10.36\|10.11\|16583;2026-05-18\|9.83\|-4.19\|10.29\|10.29\|9.83\|20530;2026-05-19\|9.97\|1.42\|9.88\|10.02\|9.83\|9047;2026-05-20\|9.74\|-2.31\|9.98\|10.01\|9.58\|16492;2026-05-21\|9.58\|-1.64\|9.71\|9.84\|9.55\|11281;2026-05-22\|9.68\|1.04\|9.69\|9.70\|9.48\|13251;2026-05-25\|9.86\|1.86\|9.61\|9.98\|9.61\|17638;2026-05-26\|9.84\|-0.20\|9.89\|10.00\|9.79\|11585;2026-05-27\|9.70\|-1.42\|9.77\|9.84\|9.54\|13864;2026-05-28\|9.36\|-3.51\|9.70\|10.08\|9.35\|22609;2026-05-29\|9.08\|-2.99\|9.55\|9.55\|9.00\|18545;2026-06-01\|9.33\|2.75\|9.10\|9.40\|8.88\|20784;2026-06-02\|9.25\|-0.86\|9.25\|9.30\|9.06\|10915;2026-06-03\|8.97\|-3.03\|9.11\|9.21\|8.95\|15765;2026-06-04\|8.88\|-1.00\|8.95\|9.10\|8.75\|11677;2026-06-05\|8.62\|-2.93\|8.80\|8.89\|8.51\|10826;2026-06-08\|8.50\|-1.39\|8.51\|8.79\|8.33\|8621;2026-06-09\|8.60\|1.18\|8.50\|8.66\|8.41\|6174;2026-06-10\|8.72\|1.40\|8.58\|8.99\|8.58\|8712;2026-06-11\|8.75\|0.34\|8.73\|8.91\|8.67\|7042;2026-06-12\|8.93\|2.06\|8.70\|8.93\|8.70\|7495;2026-06-15\|8.91\|-0.22\|8.86\|9.07\|8.83\|7640;2026-06-16\|9.36\|5.05\|8.99\|9.36\|8.52\|22420;2026-06-17\|9.60\|2.56\|9.56\|9.71\|9.40\|22148;2026-06-18\|9.76\|1.67\|9.61\|10.08\|9.61\|21819;2026-06-22\|9.43\|-3.38\|9.84\|9.99\|9.40\|17719;2026-06-23\|9.52\|0.95\|9.35\|9.65\|9.30\|10981;2026-06-24\|9.43\|-0.95\|9.42\|9.88\|9.28\|11135;2026-06-25\|9.43\|0.00\|9.35\|9.54\|9.15\|14507;2026-06-26\|9.23\|-2.12\|9.60\|9.60\|9.18\|9998;2026-06-29\|8.80\|-4.66\|9.15\|9.15\|8.77\|21469;2026-06-30\|8.72\|-0.91\|8.88\|8.88\|8.53\|10710;2026-07-01\|8.98\|2.98\|8.68\|9.00\|8.56\|14410;2026-07-02\|9.17\|2.12\|8.89\|9.34\|8.86\|15479;2026-07-03\|9.22\|0.55\|9.19\|9.35\|9.07\|12187;2026-07-06\|8.99\|-2.49\|9.23\|9.33\|8.96\|19304;2026-07-07\|8.75\|-2.67\|8.99\|9.25\|8.71\|16816;2026-07-08\|8.80\|0.57\|8.82\|8.83\|8.61\|7490;2026-07-09\|8.60\|-2.27\|8.80\|8.87\|8.58\|8551;2026-07-10\|8.55\|-0.58\|8.54\|8.70\|8.49\|14873
115092		解除查封+高速连接器+CPU Socket 行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、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6月26日公告，债权人港荣集团将向法院申请解除对公司相关资产的查封，解除查封后再具体办理资产抵押工作。 2、据2026年5月12日投资者关系活动记录表，公司主要围绕CPU Socket、DDR等核心产品发展高速传输连接器业务，并视市场情况进行产品研发投入和客户拓展。 3、据2025年年报及2026年5月12日投资者关系活动记录表，2025年公司精密连接器及组件产品营收为12.42亿元，毛利率为36.91%，实现了业务规模和盈利能力的持续提升；公司鹤山二期已投产，根据市场订单情况持续扩展产能。	1、公司的高频高速连接器及车联网等产品可以应用于自动驾驶领域； 2、公司高速连接器（包含铜缆连接器、高速线缆）目前主要应用于电脑、服务器等领域	2026-03-03\|6.13\|-4.52\|6.43\|6.52\|6.11\|240809;2026-03-04\|6.21\|1.31\|6.08\|6.28\|6.07\|155727;2026-03-05\|6.22\|0.16\|6.37\|6.42\|6.18\|196364;2026-03-06\|6.32\|1.61\|6.21\|6.32\|6.18\|118921;2026-03-09\|6.19\|-2.06\|6.18\|6.23\|6.09\|191280;2026-03-10\|6.31\|1.94\|6.25\|6.36\|6.25\|130757;2026-03-11\|6.39\|1.27\|6.35\|6.47\|6.32\|151216;2026-03-12\|6.31\|-1.25\|6.36\|6.42\|6.29\|117835;2026-03-13\|6.15\|-2.54\|6.30\|6.34\|6.13\|209854;2026-03-16\|6.04\|-1.79\|6.16\|6.20\|5.92\|253720;2026-03-17\|5.84\|-3.31\|6.10\|6.11\|5.82\|241040;2026-03-18\|6.04\|3.42\|5.96\|6.04\|5.87\|219049;2026-03-19\|5.90\|-2.32\|5.95\|6.00\|5.87\|172996;2026-03-20\|5.78\|-2.03\|5.94\|5.95\|5.78\|182451;2026-03-23\|5.49\|-5.02\|5.62\|5.62\|5.49\|256941;2026-03-24\|5.38\|-2.00\|5.49\|5.49\|5.22\|418693;2026-03-25\|5.62\|4.46\|5.39\|5.65\|5.39\|278704;2026-03-26\|5.54\|-1.42\|5.61\|5.68\|5.52\|169447;2026-03-27\|5.68\|2.53\|5.48\|5.71\|5.45\|171571;2026-03-30\|5.68\|0.00\|5.83\|5.90\|5.66\|281941;2026-03-31\|5.67\|-0.18\|5.67\|5.85\|5.66\|223106;2026-04-01\|5.77\|1.76\|5.79\|5.80\|5.69\|164995;2026-04-02\|5.64\|-2.25\|5.77\|5.85\|5.58\|203511;2026-04-03\|5.55\|-1.60\|5.65\|5.67\|5.50\|150257;2026-04-07\|5.54\|-0.18\|5.59\|5.64\|5.51\|139175;2026-04-08\|5.82\|5.05\|5.65\|5.82\|5.64\|210215;2026-04-09\|5.78\|-0.69\|5.78\|5.85\|5.75\|204003;2026-04-10\|5.95\|2.94\|5.86\|6.04\|5.85\|199096;2026-04-13\|6.11\|2.69\|5.95\|6.18\|5.95\|193783;2026-04-14\|6.14\|0.49\|6.13\|6.21\|6.05\|191366;2026-04-15\|6.10\|-0.65\|6.20\|6.21\|6.08\|131693;2026-04-16\|6.18\|1.31\|6.13\|6.27\|6.10\|175821;2026-04-17\|6.18\|0.00\|6.14\|6.33\|6.11\|192543;2026-04-20\|6.08\|-1.62\|6.15\|6.15\|5.95\|197135;2026-04-21\|6.03\|-0.82\|6.08\|6.10\|5.93\|144839;2026-04-22\|5.96\|-1.16\|6.01\|6.03\|5.93\|126645;2026-04-23\|6.00\|0.67\|5.98\|6.06\|5.96\|139110;2026-04-24\|5.87\|-2.17\|5.96\|6.01\|5.82\|166169;2026-04-27\|6.09\|3.75\|5.87\|6.11\|5.85\|180622;2026-04-28\|6.07\|-0.33\|6.06\|6.11\|5.97\|150499;2026-04-29\|5.97\|-1.65\|5.90\|6.04\|5.87\|215355;2026-04-30\|5.93\|-0.67\|6.02\|6.11\|5.91\|166788;2026-05-06\|6.10\|2.87\|6.04\|6.11\|6.03\|227785;2026-05-07\|6.08\|-0.33\|6.15\|6.18\|6.05\|192922;2026-05-08\|6.14\|0.99\|6.10\|6.16\|6.04\|221815;2026-05-11\|6.12\|-0.33\|6.25\|6.31\|6.11\|238844;2026-05-12\|5.98\|-2.29\|6.13\|6.13\|5.98\|235555;2026-05-13\|6.04\|1.00\|5.98\|6.09\|5.93\|184299;2026-05-14\|5.86\|-2.98\|6.05\|6.08\|5.86\|220646;2026-05-15\|5.81\|-0.85\|5.87\|5.93\|5.75\|176013;2026-05-18\|6.10\|4.99\|5.77\|6.10\|5.75\|198606;2026-05-19\|6.41\|5.08\|6.34\|6.41\|6.28\|132593;2026-05-20\|6.73\|4.99\|6.73\|6.73\|6.73\|31672;2026-05-21\|6.83\|1.49\|7.07\|7.07\|6.70\|380648;2026-05-22\|7.17\|4.98\|7.17\|7.17\|6.96\|861380;2026-05-25\|7.53\|5.02\|7.53\|7.53\|7.53\|35029;2026-05-26\|7.91\|5.05\|7.91\|7.91\|7.91\|24255;2026-05-27\|7.52\|-4.93\|8.31\|8.31\|7.51\|1258782;2026-05-28\|7.14\|-5.05\|7.57\|7.90\|7.14\|920073;2026-05-29\|7.40\|3.64\|7.28\|7.49\|7.06\|596235;2026-06-01\|7.77\|5.00\|7.53\|7.77\|7.52\|626216;2026-06-02\|7.38\|-5.02\|7.60\|7.66\|7.38\|453049;2026-06-03\|7.01\|-5.01\|7.10\|7.22\|7.01\|413495;2026-06-04\|6.72\|-4.14\|6.81\|7.00\|6.66\|564682;2026-06-05\|6.43\|-4.32\|6.73\|6.80\|6.38\|441313;2026-06-08\|6.28\|-2.33\|6.16\|6.45\|6.12\|326645;2026-06-09\|6.28\|0.00\|6.43\|6.46\|6.18\|274881;2026-06-10\|5.97\|-4.94\|6.18\|6.22\|5.97\|266363;2026-06-11\|5.79\|-3.02\|5.93\|6.04\|5.75\|240766;2026-06-12\|5.79\|0.00\|5.89\|6.03\|5.76\|237728;2026-06-15\|6.08\|5.01\|5.89\|6.08\|5.89\|69542;2026-06-16\|6.38\|4.93\|6.38\|6.38\|6.27\|158650;2026-06-17\|6.50\|1.88\|6.50\|6.69\|6.40\|337718;2026-06-18\|6.66\|2.46\|6.48\|6.83\|6.40\|259156;2026-06-22\|6.33\|-4.96\|6.50\|6.57\|6.33\|200664;2026-06-23\|6.27\|-0.95\|6.27\|6.41\|6.17\|200093;2026-06-24\|6.38\|1.75\|6.19\|6.46\|6.06\|204540;2026-06-25\|6.06\|-5.02\|6.31\|6.36\|6.06\|212841;2026-06-26\|5.94\|-1.98\|6.06\|6.18\|5.80\|170677;2026-06-29\|6.00\|1.01\|5.94\|6.14\|5.89\|132306;2026-06-30\|6.30\|5.00\|6.05\|6.30\|5.97\|178566;2026-07-01\|6.45\|2.38\|6.40\|6.57\|6.27\|238031;2026-07-02\|6.63\|2.79\|6.26\|6.75\|6.26\|249622;2026-07-03\|6.76\|1.96\|6.56\|6.83\|6.56\|185812;2026-07-06\|6.86\|1.48\|6.80\|7.23\|6.66\|281104;2026-07-07\|6.49\|-5.39\|6.90\|7.02\|6.48\|244300;2026-07-08\|6.64\|2.31\|6.62\|6.78\|6.46\|183706;2026-07-09\|6.78\|2.11\|6.63\|6.81\|6.57\|167530;2026-07-10\|6.69\|-1.33\|6.80\|6.84\|6.63\|160018
115091	证监会批复同意长鑫科技首次公开发行股票注册	AI算力订单+半导体IP+Chiplet 行业原因： 1、寒武纪、兆易创新等龙头一季度业绩高增，芯原股份AI算力订单占比超九成，景气度验证。 2、长江证券表示，当前国产模型进入需求时代，能力持续提升的同时加快芯片与模型的适配。国产算力将迎来具备实际应用价值的关键拐点，看好国产模型与算力的全面共振。公司原因： 1、据2026年4月30日《2026年第一季度报告》，公司2026年1-4月新签订单82.40亿元，其中AI算力相关订单占比91.37%，数据处理领域订单占比90.15%，主要来自云侧AI ASIC及IP。 2、据2026年3月31日《2025年年度报告》，公司半导体IP授权业务2024年市占率中国大陆第一、全球第八，知识产权授权使用费收入全球第六。 3、据2026年3月31日《2025年年度报告》及2026年4月20日投资者关系活动记录表，公司持续推进“IP芯片化、芯片平台化、平台生态化”的Chiplet技术研发与产业化，已在AIGC及智驾赛道实现领跑。	公司为国内领先的芯片设计供应商，公司1月1日至4月29日新签订单金额提升至82.40亿元，AI算力相关订单占比超九成	2026-03-03\|237.80\|-11.07\|269.00\|271.47\|235.01\|276708;2026-03-04\|229.00\|-3.70\|229.15\|240.75\|225.92\|208344;2026-03-05\|241.08\|5.28\|241.00\|248.29\|235.00\|242544;2026-03-06\|240.85\|-0.10\|239.50\|247.88\|237.44\|157892;2026-03-09\|230.58\|-4.26\|220.50\|233.99\|214.00\|195294;2026-03-10\|240.00\|4.09\|242.62\|246.62\|234.56\|178037;2026-03-11\|220.87\|-7.97\|242.31\|245.00\|218.00\|253322;2026-03-12\|216.00\|-2.20\|220.16\|225.83\|211.66\|209591;2026-03-13\|208.52\|-3.46\|215.00\|216.00\|206.02\|200906;2026-03-16\|208.01\|-0.24\|207.00\|209.00\|202.08\|137379;2026-03-17\|205.10\|-1.40\|208.94\|215.00\|204.05\|163903;2026-03-18\|208.70\|1.76\|208.79\|211.03\|203.30\|128934;2026-03-19\|199.52\|-4.40\|201.80\|204.87\|198.08\|132528;2026-03-20\|199.50\|-0.01\|203.31\|209.88\|198.60\|193275;2026-03-23\|190.50\|-4.51\|196.50\|198.16\|188.01\|166755;2026-03-24\|205.88\|8.07\|194.90\|206.37\|187.41\|253433;2026-03-25\|214.80\|4.33\|208.20\|217.00\|207.00\|230119;2026-03-26\|213.35\|-0.68\|218.10\|218.87\|209.00\|154622;2026-03-27\|215.53\|1.02\|208.00\|217.85\|205.06\|155117;2026-03-30\|212.30\|-1.50\|208.00\|215.50\|206.79\|126528;2026-03-31\|202.30\|-4.71\|210.51\|212.00\|199.99\|169435;2026-04-01\|223.00\|10.23\|213.00\|229.00\|213.00\|271537;2026-04-02\|219.00\|-1.79\|219.92\|222.86\|215.00\|160818;2026-04-03\|224.80\|2.65\|224.00\|228.97\|217.96\|180145;2026-04-07\|230.55\|2.56\|230.40\|239.50\|230.23\|203450;2026-04-08\|240.72\|4.41\|243.00\|253.00\|235.68\|220825;2026-04-09\|238.24\|-1.03\|235.00\|247.60\|234.03\|176718;2026-04-10\|248.00\|4.10\|245.00\|257.30\|242.30\|203845;2026-04-13\|239.17\|-3.56\|246.10\|255.00\|236.01\|229993;2026-04-14\|245.50\|2.65\|243.71\|256.03\|235.00\|271889;2026-04-15\|254.24\|3.56\|245.00\|258.65\|238.23\|241780;2026-04-16\|244.70\|-3.75\|252.00\|254.00\|219.00\|471324;2026-04-17\|241.08\|-1.48\|237.00\|242.79\|231.70\|289376;2026-04-20\|251.39\|4.28\|240.52\|252.80\|239.00\|244344;2026-04-21\|233.06\|-7.29\|254.00\|255.00\|232.19\|335744;2026-04-22\|250.95\|7.68\|231.15\|252.50\|231.15\|302160;2026-04-23\|235.50\|-6.16\|253.00\|253.01\|232.60\|249651;2026-04-24\|228.71\|-2.88\|235.00\|236.55\|218.43\|278020;2026-04-27\|242.04\|5.83\|234.80\|245.96\|231.68\|241518;2026-04-28\|229.17\|-5.32\|242.00\|242.00\|226.30\|197749;2026-04-29\|234.07\|2.14\|224.02\|240.40\|223.52\|207172;2026-04-30\|280.88\|20.00\|260.00\|280.88\|260.00\|409052;2026-05-06\|278.60\|-0.81\|292.00\|296.96\|278.20\|476452;2026-05-07\|275.00\|-1.29\|275.00\|278.50\|266.00\|384731;2026-05-08\|262.00\|-4.73\|271.00\|273.97\|260.16\|309677;2026-05-11\|267.40\|2.06\|272.00\|278.63\|262.30\|334999;2026-05-12\|271.99\|1.72\|263.60\|280.98\|261.10\|298723;2026-05-13\|277.50\|2.03\|262.44\|278.20\|256.50\|307263;2026-05-14\|265.91\|-4.18\|282.00\|286.80\|265.91\|255682;2026-05-15\|252.60\|-5.01\|263.00\|272.00\|249.00\|275514;2026-05-18\|259.50\|2.73\|248.00\|265.00\|248.00\|187821;2026-05-19\|299.91\|15.57\|257.37\|301.00\|252.78\|405588;2026-05-20\|294.79\|-1.71\|295.00\|299.80\|291.01\|228070;2026-05-21\|273.54\|-7.21\|303.03\|303.55\|271.11\|238146;2026-05-22\|275.75\|0.81\|280.00\|282.60\|270.00\|182502;2026-05-25\|286.27\|3.81\|273.94\|289.85\|266.00\|247556;2026-05-26\|266.15\|-7.03\|289.20\|289.36\|259.31\|266150;2026-05-27\|252.45\|-5.15\|266.50\|271.60\|248.02\|254342;2026-05-28\|264.95\|4.95\|250.00\|269.95\|247.01\|244731;2026-05-29\|246.84\|-6.84\|260.01\|264.95\|241.77\|220412;2026-06-01\|227.30\|-7.92\|248.50\|248.50\|226.60\|201059;2026-06-02\|235.40\|3.56\|230.93\|243.97\|221.31\|223936;2026-06-03\|240.45\|2.15\|241.99\|256.51\|236.80\|286907;2026-06-04\|243.10\|1.10\|232.99\|248.56\|232.06\|200742;2026-06-05\|225.20\|-7.36\|236.10\|238.23\|224.99\|227501;2026-06-08\|213.00\|-5.42\|208.01\|217.63\|208.00\|194001;2026-06-09\|227.52\|6.82\|218.00\|229.63\|213.44\|190914;2026-06-10\|228.52\|0.44\|224.67\|241.34\|224.00\|198458;2026-06-11\|229.76\|0.54\|227.25\|231.37\|222.00\|146694;2026-06-12\|223.13\|-2.89\|239.00\|239.98\|222.20\|234121;2026-06-15\|237.12\|6.27\|228.00\|238.47\|226.63\|232837;2026-06-16\|249.10\|5.05\|239.00\|254.58\|233.38\|228010;2026-06-17\|257.46\|3.36\|245.50\|262.90\|241.50\|211808;2026-06-18\|274.00\|6.42\|261.00\|280.30\|258.00\|288613;2026-06-22\|284.00\|3.65\|274.18\|288.80\|268.00\|280462;2026-06-23\|285.00\|0.35\|278.00\|290.61\|272.12\|262077;2026-06-24\|300.90\|5.58\|282.00\|308.00\|279.66\|293405;2026-06-25\|338.05\|12.35\|300.02\|350.88\|295.31\|331962;2026-06-26\|336.00\|-0.61\|330.01\|347.78\|321.85\|267228;2026-06-29\|362.00\|7.74\|344.10\|362.30\|337.60\|281302;2026-06-30\|371.14\|2.52\|360.00\|375.67\|350.09\|249240;2026-07-01\|342.10\|-7.82\|368.00\|373.80\|338.99\|290368;2026-07-02\|309.50\|-9.53\|321.18\|337.20\|306.87\|295280;2026-07-03\|303.00\|-2.10\|304.00\|320.24\|301.00\|214841;2026-07-06\|299.39\|-1.19\|308.16\|308.20\|287.00\|213120;2026-07-07\|305.26\|1.96\|301.00\|322.31\|297.50\|221733;2026-07-08\|309.50\|1.39\|324.00\|333.72\|307.11\|256981;2026-07-09\|328.56\|6.16\|315.00\|329.53\|306.00\|246624;2026-07-10\|292.00\|-11.13\|321.99\|326.89\|291.99\|31267173
115090	证监会批复同意长鑫科技首次公开发行股票注册	碳化硅+IDM龙头+AI算力电源行业原因： 1、据证券时报6月28日报道，宏微科技近期已启动年内第二轮产品价格调整，全球龙头英飞凌亦将于7月1日起二次提价，功率半导体行业迎来新一轮涨价潮。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月12日互动易，士兰明镓6英寸SiC产线月产能达10000片，士兰集宏8英寸SiC产线月产能达5000片；基于自主研发的Ⅱ代SiC MOSFET芯片生产的电动汽车主电机驱动模块出货量累计超20万颗，第Ⅳ代SiC芯片与模块已完成客户评测并开始批量交付。 2、据2026年4月25日年报，公司Ⅱ代SiC-MOSFET已应用于AI算力中心电源上并实现大批量出货；公司应用于服务器的DrMOS电路、Efuse电路等已在客户端测试或已导入量产。 3、据2026年4月30日一季报，公司2026年一季度实现营收35.19亿元，同比增长17.31%，归母净利润2.09亿元，同比增长40.57%。	公司拟200亿元投建12英寸高端模拟芯片生产线项目	2026-03-03\|28.73\|-7.71\|31.38\|31.63\|28.68\|796035;2026-03-04\|28.43\|-1.04\|28.30\|29.20\|28.16\|418747;2026-03-05\|28.93\|1.76\|29.10\|29.54\|28.73\|407345;2026-03-06\|28.88\|-0.17\|28.79\|29.13\|28.70\|316045;2026-03-09\|28.52\|-1.25\|28.15\|28.68\|27.66\|403709;2026-03-10\|29.35\|2.91\|28.95\|29.59\|28.90\|403699;2026-03-11\|29.15\|-0.68\|29.29\|29.50\|29.08\|298194;2026-03-12\|29.00\|-0.51\|29.03\|29.56\|28.78\|278043;2026-03-13\|28.56\|-1.52\|28.72\|29.15\|28.48\|252335;2026-03-16\|29.00\|1.54\|28.51\|29.02\|28.14\|280904;2026-03-17\|28.22\|-2.69\|29.07\|29.10\|28.20\|279485;2026-03-18\|28.57\|1.24\|28.40\|28.67\|28.00\|236625;2026-03-19\|27.86\|-2.49\|28.09\|28.17\|27.80\|245744;2026-03-20\|27.14\|-2.58\|27.99\|28.33\|27.11\|272395;2026-03-23\|25.85\|-4.75\|26.39\|26.84\|25.66\|349888;2026-03-24\|26.25\|1.55\|26.28\|26.35\|25.52\|239557;2026-03-25\|26.74\|1.87\|26.37\|26.93\|26.36\|258041;2026-03-26\|26.03\|-2.66\|26.61\|26.73\|25.95\|194334;2026-03-27\|26.14\|0.42\|25.58\|26.32\|25.52\|157255;2026-03-30\|25.95\|-0.73\|25.60\|25.96\|25.45\|206658;2026-03-31\|25.52\|-1.66\|25.79\|26.19\|25.50\|200707;2026-04-01\|25.99\|1.84\|26.05\|26.13\|25.75\|187399;2026-04-02\|25.19\|-3.08\|25.93\|25.94\|25.10\|211641;2026-04-03\|24.72\|-1.87\|25.21\|25.35\|24.70\|186276;2026-04-07\|25.07\|1.42\|24.83\|25.28\|24.83\|153594;2026-04-08\|26.48\|5.62\|25.81\|26.49\|25.68\|328036;2026-04-09\|26.22\|-0.98\|26.10\|26.43\|25.97\|227524;2026-04-10\|26.58\|1.37\|26.47\|26.79\|26.47\|242712;2026-04-13\|26.58\|0.00\|26.21\|26.75\|26.21\|174848;2026-04-14\|26.93\|1.32\|26.86\|27.07\|26.66\|242790;2026-04-15\|26.58\|-1.30\|27.12\|27.18\|26.46\|237014;2026-04-16\|26.68\|0.38\|26.61\|26.82\|26.55\|243952;2026-04-17\|26.94\|0.97\|26.61\|27.07\|26.46\|260024;2026-04-20\|27.35\|1.52\|26.95\|27.47\|26.94\|281833;2026-04-21\|27.08\|-0.99\|27.34\|27.34\|26.77\|219942;2026-04-22\|27.61\|1.96\|27.08\|27.62\|26.95\|320422;2026-04-23\|27.36\|-0.91\|27.61\|28.08\|27.30\|345595;2026-04-24\|27.82\|1.68\|27.47\|28.08\|27.41\|413094;2026-04-27\|28.93\|3.99\|28.07\|29.19\|27.70\|640711;2026-04-28\|28.44\|-1.69\|28.90\|29.31\|28.30\|498091;2026-04-29\|27.84\|-2.11\|28.10\|28.20\|27.44\|445115;2026-04-30\|28.90\|3.81\|28.68\|29.17\|28.42\|654211;2026-05-06\|29.66\|2.63\|29.60\|30.10\|29.40\|764756;2026-05-07\|29.65\|-0.03\|29.77\|29.78\|29.27\|559055;2026-05-08\|29.49\|-0.54\|29.30\|29.60\|28.88\|489649;2026-05-11\|30.47\|3.32\|29.99\|30.71\|29.70\|825550;2026-05-12\|30.21\|-0.85\|30.47\|30.57\|29.71\|563244;2026-05-13\|31.51\|4.30\|29.70\|31.79\|29.45\|919946;2026-05-14\|31.38\|-0.41\|31.88\|32.43\|31.37\|1067461;2026-05-15\|30.95\|-1.37\|31.45\|32.20\|30.51\|855447;2026-05-18\|31.05\|0.32\|30.60\|31.45\|30.43\|586539;2026-05-19\|32.35\|4.19\|30.57\|32.98\|30.09\|911314;2026-05-20\|32.59\|0.74\|31.95\|32.78\|31.85\|807327;2026-05-21\|30.94\|-5.06\|32.90\|33.17\|30.90\|1010266;2026-05-22\|32.16\|3.94\|31.59\|32.30\|31.12\|740638;2026-05-25\|34.19\|6.31\|32.17\|34.23\|31.92\|1205146;2026-05-26\|33.90\|-0.85\|33.97\|34.50\|32.62\|1045728;2026-05-27\|35.58\|4.96\|34.05\|37.28\|33.56\|1887099;2026-05-28\|38.44\|8.04\|35.68\|39.14\|35.31\|1997531;2026-05-29\|34.60\|-9.99\|38.00\|38.28\|34.60\|1792873;2026-06-01\|32.80\|-5.20\|34.17\|34.60\|32.75\|1251712;2026-06-02\|33.03\|0.70\|32.85\|33.93\|32.51\|861359;2026-06-03\|34.70\|5.06\|33.35\|35.71\|33.35\|1225855;2026-06-04\|35.32\|1.79\|34.20\|36.25\|34.13\|917606;2026-06-05\|33.95\|-3.88\|34.70\|35.44\|33.68\|939263;2026-06-08\|32.13\|-5.36\|31.95\|33.28\|31.82\|752281;2026-06-09\|34.72\|8.06\|32.75\|34.86\|32.25\|834358;2026-06-10\|33.53\|-3.43\|33.87\|34.47\|33.02\|611192;2026-06-11\|33.18\|-1.04\|32.99\|34.40\|32.60\|631188;2026-06-12\|32.15\|-3.10\|34.20\|34.66\|32.09\|857939;2026-06-15\|35.37\|10.02\|32.91\|35.37\|32.58\|897340;2026-06-16\|38.28\|8.23\|37.00\|38.91\|36.90\|1789016;2026-06-17\|40.83\|6.66\|37.84\|41.15\|37.84\|2022437;2026-06-18\|41.83\|2.45\|40.50\|42.62\|40.45\|1441921;2026-06-22\|44.80\|7.10\|44.25\|46.01\|43.50\|1847314;2026-06-23\|47.04\|5.00\|45.20\|48.65\|44.50\|1854156;2026-06-24\|50.01\|6.31\|46.92\|50.80\|46.92\|1696719;2026-06-25\|49.86\|-0.30\|48.80\|51.43\|48.11\|1686238;2026-06-26\|50.38\|1.04\|49.80\|53.80\|49.33\|1859413;2026-06-29\|52.59\|4.39\|52.89\|55.42\|50.85\|2584855;2026-06-30\|54.66\|3.94\|53.50\|55.23\|50.40\|2212973;2026-07-01\|53.15\|-2.76\|55.56\|57.10\|52.41\|1869084;2026-07-02\|50.50\|-4.99\|50.00\|53.48\|47.84\|1600826;2026-07-03\|47.25\|-6.44\|49.98\|50.89\|47.20\|1352837;2026-07-06\|46.62\|-1.33\|47.98\|48.57\|45.28\|1140828;2026-07-07\|47.29\|1.44\|45.91\|48.49\|45.70\|1086236;2026-07-08\|46.21\|-2.28\|47.30\|48.63\|43.77\|1105137;2026-07-09\|48.40\|4.74\|47.08\|48.46\|45.46\|1487720;2026-07-10\|44.51\|-8.04\|48.89\|49.96\|44.32\|1857332
115089	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：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	2026-03-03\|62.70\|-6.97\|67.44\|67.99\|62.66\|246628;2026-03-04\|62.48\|-0.35\|62.09\|63.75\|62.05\|103414;2026-03-05\|62.60\|0.19\|63.68\|63.75\|62.25\|104738;2026-03-06\|65.75\|5.03\|62.00\|66.00\|61.98\|185746;2026-03-09\|64.51\|-1.89\|64.00\|64.81\|62.95\|137397;2026-03-10\|73.10\|13.32\|66.25\|73.50\|66.00\|513117;2026-03-11\|76.72\|4.95\|75.10\|76.86\|73.87\|605016;2026-03-12\|74.80\|-2.50\|77.00\|79.98\|74.65\|434729;2026-03-13\|72.73\|-2.77\|74.61\|74.88\|72.46\|204020;2026-03-16\|77.32\|6.31\|73.30\|78.45\|72.30\|358596;2026-03-17\|74.00\|-4.29\|77.11\|77.33\|73.68\|227711;2026-03-18\|73.38\|-0.84\|75.01\|75.01\|72.50\|157226;2026-03-19\|70.91\|-3.37\|71.92\|72.16\|69.92\|157776;2026-03-20\|71.30\|0.55\|71.53\|75.38\|71.17\|234002;2026-03-23\|70.39\|-1.28\|70.07\|73.46\|68.91\|248687;2026-03-24\|68.80\|-2.26\|71.43\|71.58\|66.80\|215193;2026-03-25\|73.00\|6.10\|69.83\|77.02\|69.10\|365924;2026-03-26\|72.11\|-1.22\|73.44\|74.74\|71.34\|191796;2026-03-27\|71.27\|-1.16\|70.88\|72.62\|69.30\|171008;2026-03-30\|71.10\|-0.24\|69.00\|73.68\|68.14\|246647;2026-03-31\|67.63\|-4.88\|70.86\|71.20\|67.50\|186189;2026-04-01\|70.51\|4.26\|69.67\|72.63\|69.60\|260691;2026-04-02\|67.45\|-4.34\|70.50\|71.00\|66.87\|184652;2026-04-03\|68.16\|1.05\|68.20\|69.12\|67.30\|149809;2026-04-07\|71.95\|5.56\|68.90\|73.00\|68.90\|292873;2026-04-08\|76.67\|6.56\|74.05\|76.96\|72.81\|351751;2026-04-09\|79.74\|4.00\|75.50\|80.05\|75.00\|337084;2026-04-10\|76.08\|-4.59\|79.65\|79.65\|75.10\|413614;2026-04-13\|74.60\|-1.95\|75.66\|76.25\|74.01\|227340;2026-04-14\|75.22\|0.83\|75.17\|76.69\|74.48\|247853;2026-04-15\|75.88\|0.88\|76.00\|78.74\|75.45\|309385;2026-04-16\|77.71\|2.41\|76.10\|78.10\|75.20\|219822;2026-04-17\|77.53\|-0.23\|77.35\|79.66\|76.90\|207797;2026-04-20\|77.56\|0.04\|78.12\|79.29\|77.00\|191435;2026-04-21\|78.50\|1.21\|77.55\|79.48\|75.85\|270265;2026-04-22\|81.88\|4.31\|78.50\|83.18\|78.03\|370833;2026-04-23\|86.99\|6.24\|85.96\|91.72\|85.10\|619942;2026-04-24\|89.35\|2.71\|91.50\|94.39\|89.24\|545777;2026-04-27\|90.12\|0.86\|90.00\|91.48\|85.00\|479747;2026-04-28\|88.35\|-1.96\|89.00\|91.50\|87.50\|248511;2026-04-29\|88.00\|-0.40\|86.00\|88.80\|84.26\|313500;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
115088	证监会批复同意长鑫科技首次公开发行股票注册	散热铜粉+MLCC+一季度增长+央企 1、据2026年3月20日投资者关系活动记录表，公司新型散热铜粉已稳定应用于华为昇腾芯片，属于行业内首创，散热效率较传统铜粉提升10%-20%，热端收益3-5℃。 2、据2026年5月29日互动易，子公司有研纳微在高活性纳米铜粉和微细镍粉方面有深厚技术储备，公司期望2026年在电子浆料及纳米金属粉体板块订单量有较大提升，产品可用于MLCC等领域。 3、据2026年4月25日一季报，公司2026年一季度实现营收12.65亿元，同比增长59.00%；归母净利润3029.16万元，同比增长193.05%。 4、据2026年6月2日互动易，公司铜基金属粉体材料与微电子锡基焊粉材料国内市占率均居第一，控股股东为中国有研科技集团，最终控制人为国务院国资委。	1、公司新型散热铜粉已稳定应用于华为昇腾芯片，属于行业内首创，散热效率较传统铜粉提升10%-20%，热端收益3-5℃； 2、子公司有研纳微在高活性纳米铜粉和微细镍粉方面有深厚技术储备，公司期望2026年在电子浆料及纳米金属粉体板块订单量有较大提升，产品可用于MLCC等领域	2026-03-03\|63.28\|-5.03\|67.64\|67.64\|62.94\|52105;2026-03-04\|61.78\|-2.37\|62.00\|63.18\|61.38\|32694;2026-03-05\|61.54\|-0.39\|63.10\|63.58\|60.76\|26567;2026-03-06\|61.60\|0.10\|61.50\|63.00\|60.57\|25322;2026-03-09\|58.36\|-5.26\|59.50\|59.50\|54.10\|63358;2026-03-10\|60.62\|3.87\|59.39\|60.73\|59.39\|27626;2026-03-11\|60.95\|0.54\|60.71\|64.01\|60.70\|31819;2026-03-12\|60.20\|-1.23\|60.50\|61.50\|59.50\|20568;2026-03-13\|58.88\|-2.19\|59.75\|60.30\|58.76\|15322;2026-03-16\|59.06\|0.31\|58.50\|59.38\|57.22\|19312;2026-03-17\|57.38\|-2.84\|59.05\|59.85\|57.33\|15289;2026-03-18\|58.18\|1.39\|57.38\|58.35\|57.00\|14853;2026-03-19\|56.10\|-3.58\|57.31\|57.47\|55.89\|18749;2026-03-20\|55.11\|-1.76\|56.62\|57.41\|55.11\|17959;2026-03-23\|51.40\|-6.73\|53.66\|54.69\|51.00\|33062;2026-03-24\|52.80\|2.72\|52.29\|52.97\|51.39\|18013;2026-03-25\|53.60\|1.52\|53.50\|54.98\|53.50\|15748;2026-03-26\|51.97\|-3.04\|53.61\|53.93\|51.80\|18336;2026-03-27\|52.36\|0.75\|50.85\|53.37\|50.51\|27033;2026-03-30\|52.77\|0.78\|51.75\|53.49\|51.75\|26222;2026-03-31\|51.57\|-2.27\|52.50\|53.98\|51.57\|21847;2026-04-01\|52.93\|2.64\|52.90\|53.35\|52.21\|17591;2026-04-02\|51.29\|-3.10\|52.50\|52.98\|51.12\|15508;2026-04-03\|49.74\|-3.02\|51.55\|51.75\|49.74\|19690;2026-04-07\|50.50\|1.53\|50.19\|50.61\|49.45\|24868;2026-04-08\|56.05\|10.99\|52.25\|56.30\|52.25\|44129;2026-04-09\|56.06\|0.02\|55.40\|56.76\|54.75\|28053;2026-04-10\|55.72\|-0.61\|56.88\|57.50\|55.60\|21818;2026-04-13\|55.25\|-0.84\|55.38\|56.23\|54.34\|21395;2026-04-14\|56.40\|2.08\|55.75\|56.68\|55.51\|18293;2026-04-15\|56.51\|0.20\|57.85\|59.07\|56.32\|32987;2026-04-16\|56.91\|0.71\|56.51\|57.37\|56.33\|21048;2026-04-17\|58.03\|1.97\|56.72\|58.88\|56.69\|28771;2026-04-20\|59.58\|2.67\|58.00\|59.58\|57.30\|29538;2026-04-21\|58.45\|-1.90\|60.00\|60.25\|58.02\|33025;2026-04-22\|58.23\|-0.38\|57.75\|58.82\|57.50\|25580;2026-04-23\|56.87\|-2.34\|58.23\|58.78\|56.34\|25363;2026-04-24\|58.58\|3.01\|56.87\|60.18\|56.00\|39771;2026-04-27\|64.42\|9.97\|64.20\|68.29\|63.79\|96320;2026-04-28\|62.12\|-3.57\|63.61\|65.45\|61.77\|50278;2026-04-29\|64.00\|3.03\|61.95\|64.88\|61.75\|52938;2026-04-30\|66.06\|3.22\|63.49\|66.90\|62.79\|55449;2026-05-06\|69.54\|5.27\|66.99\|71.63\|66.36\|64317;2026-05-07\|72.06\|3.62\|70.00\|73.55\|67.99\|57125;2026-05-08\|77.95\|8.17\|71.31\|79.00\|70.99\|77731;2026-05-11\|81.50\|4.55\|80.75\|87.73\|80.20\|121372;2026-05-12\|82.60\|1.35\|80.20\|85.70\|80.18\|84011;2026-05-13\|86.26\|4.43\|80.90\|89.66\|80.88\|94689;2026-05-14\|82.35\|-4.53\|86.65\|87.70\|81.50\|66892;2026-05-15\|81.59\|-0.92\|82.66\|85.00\|80.40\|71556;2026-05-18\|82.33\|0.91\|80.48\|82.99\|79.50\|58973;2026-05-19\|86.77\|5.39\|81.50\|87.34\|80.81\|75845;2026-05-20\|84.76\|-2.32\|85.76\|85.76\|83.15\|47750;2026-05-21\|78.88\|-6.94\|85.30\|87.50\|78.30\|69596;2026-05-22\|85.57\|8.48\|80.35\|86.80\|79.97\|76176;2026-05-25\|89.60\|4.71\|86.65\|94.93\|84.66\|92147;2026-05-26\|88.68\|-1.03\|93.19\|93.19\|84.98\|79751;2026-05-27\|89.19\|0.58\|86.66\|94.60\|85.50\|94894;2026-05-28\|90.46\|1.42\|88.02\|92.49\|87.40\|77571;2026-05-29\|77.10\|-14.77\|90.93\|90.93\|76.49\|116675;2026-06-01\|76.02\|-1.40\|76.98\|80.50\|75.30\|77106;2026-06-02\|81.12\|6.71\|79.00\|83.98\|77.44\|75265;2026-06-03\|85.25\|5.09\|83.23\|88.96\|82.98\|78897;2026-06-04\|93.44\|9.61\|83.31\|95.26\|82.04\|90798;2026-06-05\|88.90\|-4.86\|91.00\|91.60\|87.02\|64140;2026-06-08\|95.48\|7.40\|81.01\|99.99\|81.01\|128055;2026-06-09\|96.65\|1.23\|95.96\|97.62\|92.00\|91744;2026-06-10\|115.98\|20.00\|94.50\|115.98\|93.80\|182216;2026-06-11\|137.00\|18.12\|116.71\|138.79\|110.32\|213073;2026-06-12\|132.05\|-3.61\|128.10\|142.38\|125.10\|174398;2026-06-15\|140.05\|6.06\|140.02\|146.51\|131.89\|137674;2026-06-16\|154.48\|10.30\|138.00\|161.29\|137.35\|146196;2026-06-17\|159.62\|3.33\|149.99\|164.58\|149.00\|124389;2026-06-18\|156.91\|-1.70\|157.00\|160.88\|151.67\|113062;2026-06-22\|153.89\|-1.92\|154.00\|155.20\|146.01\|125841;2026-06-23\|145.08\|-5.72\|153.80\|153.80\|142.00\|110048;2026-06-24\|144.52\|-0.39\|141.61\|144.57\|135.00\|126699;2026-06-25\|148.18\|2.70\|142.77\|154.98\|140.00\|110642;2026-06-26\|149.38\|0.81\|141.54\|151.99\|141.53\|92469;2026-06-29\|138.60\|-7.22\|147.56\|152.32\|131.63\|131372;2026-06-30\|139.60\|0.72\|135.00\|140.35\|132.80\|77086;2026-07-01\|136.51\|-2.21\|139.00\|142.66\|135.00\|73055;2026-07-02\|134.70\|-1.33\|131.19\|146.80\|127.51\|89914;2026-07-03\|125.46\|-6.86\|131.34\|135.64\|125.46\|95651;2026-07-06\|119.61\|-4.66\|120.91\|127.87\|119.51\|84842;2026-07-07\|113.00\|-5.53\|116.87\|121.00\|111.72\|73697;2026-07-08\|109.98\|-2.67\|115.14\|117.72\|109.30\|50799;2026-07-09\|112.41\|2.21\|111.78\|113.60\|104.23\|62874;2026-07-10\|109.00\|-3.03\|114.66\|118.99\|109.00\|7688834
115087	证监会批复同意长鑫科技首次公开发行股票注册	半导体检测+CPO+先进封装行业原因： 6月15日，美伊达成和平协议提升市场风偏，全球半导体板块大涨。日股铠侠涨超10%，韩股SK海力士、三星电子涨超5%。公司原因： 1、据2026年6月5日机构调研，在人工智能、自动驾驶等下游应用驱动下，高性能计算芯片及先进封装等技术需求旺盛，驱动第三方检测分析需求增长，公司核心客户订单规模显著增加。 2、据2026年5月22日及5月25日互动易，公司具备光器件的检测分析能力，掌握CPO、光引擎、VCSEL等样品制备及检测方法，2025年该领域收入约2,000万元，2026年一季度收入500余万元同比增长约46%。 3、据2025年年报，公司将重点加强先进封装等领域的布局，已针对2.5D/3D等先进封装技术储备相应检测分析能力。	公司是行业内知名的半导体第三方检测分析实验室，主要服务于半导体客户的研发环节，可以为半导体全产业链客户提供样品失效分析、材料分析、可靠性分析等专业、高效的检测实验	2026-03-03\|27.62\|-7.07\|29.60\|30.10\|27.60\|17280;2026-03-04\|27.13\|-1.77\|27.44\|28.09\|27.10\|11576;2026-03-05\|27.50\|1.36\|27.33\|28.50\|27.33\|12695;2026-03-06\|27.91\|1.49\|27.50\|28.09\|27.50\|9908;2026-03-09\|28.05\|0.50\|27.63\|28.11\|26.57\|19982;2026-03-10\|28.67\|2.21\|28.31\|28.89\|28.31\|14054;2026-03-11\|28.00\|-2.34\|28.60\|29.00\|27.95\|9746;2026-03-12\|27.82\|-0.64\|28.00\|28.29\|27.67\|10522;2026-03-13\|27.00\|-2.95\|28.05\|28.05\|26.93\|10307;2026-03-16\|27.50\|1.85\|26.98\|27.56\|26.58\|9711;2026-03-17\|26.76\|-2.69\|27.50\|27.60\|26.72\|9088;2026-03-18\|30.20\|12.86\|27.02\|31.10\|26.87\|62424;2026-03-19\|29.29\|-3.01\|29.58\|29.87\|28.90\|32964;2026-03-20\|27.87\|-4.85\|29.14\|29.46\|27.82\|19910;2026-03-23\|26.00\|-6.71\|27.50\|27.55\|25.66\|21541;2026-03-24\|26.40\|1.54\|26.41\|26.80\|25.35\|14803;2026-03-25\|24.51\|-7.16\|25.80\|26.66\|24.34\|73350;2026-03-26\|23.30\|-4.94\|24.10\|24.34\|23.20\|41339;2026-03-27\|23.72\|1.80\|22.88\|24.26\|22.64\|33738;2026-03-30\|23.75\|0.13\|23.55\|23.92\|23.20\|16052;2026-03-31\|23.32\|-1.81\|23.52\|23.93\|23.21\|13068;2026-04-01\|24.71\|5.96\|23.91\|25.67\|23.65\|43648;2026-04-02\|24.02\|-2.79\|24.70\|24.71\|23.70\|19217;2026-04-03\|23.93\|-0.37\|23.95\|24.33\|23.60\|12613;2026-04-07\|23.81\|-0.50\|23.23\|24.24\|23.23\|9001;2026-04-08\|24.45\|2.69\|23.99\|24.61\|23.78\|37078;2026-04-09\|24.34\|-0.45\|24.19\|24.40\|23.88\|20648;2026-04-10\|24.30\|-0.16\|24.34\|25.20\|24.27\|29602;2026-04-13\|24.75\|1.85\|24.01\|26.00\|23.96\|46353;2026-04-14\|25.55\|3.23\|25.24\|25.66\|24.67\|44375;2026-04-15\|25.85\|1.17\|25.73\|26.75\|24.96\|61787;2026-04-16\|25.80\|-0.19\|26.20\|26.25\|25.50\|34505;2026-04-17\|25.91\|0.43\|26.09\|26.57\|25.35\|37706;2026-04-20\|27.05\|4.40\|25.63\|28.33\|25.63\|66682;2026-04-21\|26.82\|-0.85\|26.93\|27.27\|26.32\|35753;2026-04-22\|27.29\|1.75\|26.81\|27.44\|26.50\|29829;2026-04-23\|26.25\|-3.81\|27.58\|27.69\|26.04\|31008;2026-04-24\|26.80\|2.10\|26.36\|27.25\|25.90\|32017;2026-04-27\|27.19\|1.46\|26.60\|27.60\|25.59\|37894;2026-04-28\|26.28\|-3.35\|27.19\|27.19\|26.19\|23415;2026-04-29\|26.10\|-0.68\|26.11\|26.46\|25.81\|21589;2026-04-30\|28.16\|7.89\|26.11\|28.47\|25.80\|109156;2026-05-06\|28.39\|0.82\|28.64\|29.62\|27.46\|110075;2026-05-07\|29.65\|4.44\|28.89\|30.56\|28.18\|120987;2026-05-08\|31.68\|6.85\|29.65\|32.73\|29.13\|178767;2026-05-11\|31.30\|-1.20\|31.76\|32.11\|30.66\|117411;2026-05-12\|30.65\|-2.08\|31.06\|31.30\|30.11\|75287;2026-05-13\|33.40\|8.97\|30.20\|33.87\|29.72\|157723;2026-05-14\|34.66\|3.77\|33.70\|35.85\|33.45\|155371;2026-05-15\|35.60\|2.71\|34.66\|36.13\|34.13\|118598;2026-05-18\|35.64\|0.11\|36.12\|36.50\|34.60\|89121;2026-05-19\|37.20\|4.38\|35.35\|37.43\|34.90\|93453;2026-05-20\|36.70\|-1.34\|36.83\|38.28\|36.50\|81350;2026-05-21\|34.31\|-6.51\|37.20\|37.89\|33.99\|104782;2026-05-22\|35.22\|2.65\|34.79\|36.80\|34.33\|90044;2026-05-25\|38.29\|8.72\|35.99\|39.75\|35.52\|116883;2026-05-26\|44.19\|15.41\|37.00\|45.32\|37.00\|210186;2026-05-27\|41.55\|-5.97\|43.91\|44.98\|40.98\|192536;2026-05-28\|40.37\|-2.84\|40.80\|41.90\|40.06\|117537;2026-05-29\|38.82\|-3.84\|40.59\|41.98\|38.00\|111894;2026-06-01\|36.93\|-4.87\|38.10\|39.28\|36.79\|86265;2026-06-02\|38.30\|3.71\|36.96\|40.21\|36.62\|103441;2026-06-03\|37.58\|-1.88\|38.68\|39.46\|36.96\|84644;2026-06-04\|37.88\|0.80\|37.00\|38.58\|35.88\|98998;2026-06-05\|42.18\|11.35\|39.45\|43.66\|37.15\|178218;2026-06-08\|41.73\|-1.07\|39.55\|42.92\|39.55\|114984;2026-06-09\|42.45\|1.73\|42.57\|44.20\|41.93\|109594;2026-06-10\|41.19\|-2.97\|42.11\|43.08\|40.51\|59874;2026-06-11\|41.47\|0.68\|41.13\|41.94\|39.89\|58561;2026-06-12\|42.30\|2.00\|42.79\|43.54\|40.51\|85292;2026-06-15\|50.76\|20.00\|43.75\|50.76\|43.75\|145173;2026-06-16\|57.55\|13.38\|52.28\|57.65\|51.76\|160041;2026-06-17\|59.70\|3.74\|56.71\|60.05\|56.08\|127094;2026-06-18\|63.90\|7.04\|62.78\|66.79\|62.00\|109708;2026-06-22\|73.70\|15.34\|62.50\|76.68\|62.50\|174846;2026-06-23\|70.50\|-4.34\|73.70\|74.40\|69.94\|91006;2026-06-24\|74.80\|6.10\|69.80\|76.36\|66.66\|139228;2026-06-25\|73.00\|-2.41\|78.99\|78.99\|71.20\|99849;2026-06-26\|71.50\|-2.05\|72.04\|73.20\|67.30\|94353;2026-06-29\|68.00\|-4.90\|71.00\|76.99\|64.15\|108255;2026-06-30\|66.70\|-1.91\|71.00\|71.13\|66.36\|91765;2026-07-01\|64.20\|-3.75\|67.03\|68.88\|63.70\|99621;2026-07-02\|60.37\|-5.97\|61.00\|64.52\|59.85\|78733;2026-07-03\|57.70\|-4.42\|59.88\|60.87\|57.68\|72715;2026-07-06\|56.69\|-1.75\|58.00\|58.50\|52.42\|117411;2026-07-07\|53.04\|-6.34\|56.47\|56.47\|52.03\|89246;2026-07-08\|52.73\|-0.58\|53.20\|54.00\|50.62\|96764;2026-07-09\|54.50\|3.36\|52.76\|55.00\|49.60\|107854;2026-07-10\|50.96\|-6.50\|54.90\|56.90\|50.96\|8822898
115086	证监会批复同意长鑫科技首次公开发行股票注册	半导体检测+质谱仪+科学仪器 1、据2026年5月29日投资者关系活动记录表，公司电感耦合等离子体质谱仪系列产品可用于监控半导体硅材料、湿电子化学品等的无机元素污染，助力芯片企业提升良率，相关解决方案已在芯片制造、湿电子化学品及面板领域的头部企业中得到成功应用，并已贡献实质性销售收入。 2、据2025年年度报告，公司自主研发的质谱仪产品首次实现国产ICP-MS在半导体行业芯片生产线上的应用，应用于半导体领域的电感耦合等离子体三重四极杆质谱仪ICP-MS/MS已实现销售。 3、据2025年年度报告，公司是实验分析仪器提供商，产品涵盖样品前处理和分析测试仪器，致力于在半导体检测、环境监测、食品安全等领域提供高品质产品。	国内实验分析仪器和洁净环保型实验室的主要供应商之一；公司自主研发的质谱仪系列产品首次实现国产ICP-MS在半导体行业芯片生产线上的应用，并通过国际半导体产业协会SEMI认证，应用于半导体领域的ICP-MS/MS产品已实现销售	2026-03-03\|37.03\|-4.27\|38.85\|39.38\|37.03\|8544;2026-03-04\|37.00\|-0.08\|37.12\|37.89\|36.72\|7588;2026-03-05\|37.41\|1.11\|37.30\|38.35\|37.16\|5158;2026-03-06\|38.74\|3.56\|37.41\|38.79\|37.37\|6166;2026-03-09\|38.86\|0.31\|37.90\|39.33\|37.35\|8565;2026-03-10\|40.18\|3.40\|39.20\|40.41\|39.00\|8270;2026-03-11\|39.55\|-1.57\|40.15\|40.50\|39.40\|7428;2026-03-12\|38.66\|-2.25\|39.74\|39.99\|38.36\|7502;2026-03-13\|37.89\|-1.99\|38.83\|38.97\|37.60\|5310;2026-03-16\|37.51\|-1.00\|37.68\|38.30\|36.92\|7625;2026-03-17\|35.91\|-4.27\|37.65\|37.97\|35.71\|9558;2026-03-18\|36.81\|2.51\|35.87\|36.81\|35.63\|6298;2026-03-19\|35.35\|-3.97\|36.24\|36.68\|35.11\|6143;2026-03-20\|34.49\|-2.43\|35.40\|36.04\|34.37\|9350;2026-03-23\|31.55\|-8.52\|33.99\|33.99\|31.01\|11817;2026-03-24\|33.53\|6.28\|32.92\|33.56\|31.62\|9887;2026-03-25\|34.17\|1.91\|33.69\|34.68\|33.53\|7190;2026-03-26\|33.13\|-3.04\|33.72\|34.48\|32.60\|6783;2026-03-27\|34.47\|4.04\|32.70\|34.64\|32.70\|10382;2026-03-30\|34.79\|0.93\|34.00\|34.85\|33.73\|6934;2026-03-31\|34.16\|-1.81\|34.49\|35.13\|33.85\|6111;2026-04-01\|34.60\|1.29\|34.76\|34.95\|34.20\|6732;2026-04-02\|33.97\|-1.82\|34.50\|35.05\|33.58\|7225;2026-04-03\|33.50\|-1.38\|33.93\|34.18\|32.88\|5307;2026-04-07\|34.19\|2.06\|33.35\|34.43\|33.02\|7331;2026-04-08\|35.95\|5.15\|34.99\|35.99\|34.84\|7794;2026-04-09\|35.19\|-2.11\|35.80\|36.16\|35.01\|7176;2026-04-10\|35.42\|0.65\|35.68\|36.04\|35.24\|5693;2026-04-13\|35.01\|-1.16\|35.44\|35.47\|34.59\|5898;2026-04-14\|35.00\|-0.03\|35.61\|35.85\|34.61\|6694;2026-04-15\|34.99\|-0.03\|35.17\|35.43\|34.81\|6133;2026-04-16\|35.64\|1.86\|35.05\|35.77\|34.62\|6903;2026-04-17\|35.81\|0.48\|35.63\|35.86\|35.35\|6042;2026-04-20\|36.40\|1.65\|35.81\|36.56\|35.46\|7050;2026-04-21\|35.82\|-1.59\|36.00\|36.39\|35.52\|5914;2026-04-22\|35.58\|-0.67\|36.00\|36.00\|35.30\|4634;2026-04-23\|34.48\|-3.09\|35.51\|35.53\|34.37\|6520;2026-04-24\|35.11\|1.83\|34.12\|35.36\|34.12\|6263;2026-04-27\|36.13\|2.91\|35.15\|36.38\|35.00\|7152;2026-04-28\|36.08\|-0.14\|36.10\|36.47\|35.51\|8011;2026-04-29\|36.65\|1.58\|36.00\|37.16\|35.52\|9923;2026-04-30\|36.73\|0.22\|36.35\|36.98\|36.35\|8148;2026-05-06\|35.91\|-2.23\|36.65\|37.20\|35.91\|14040;2026-05-07\|36.18\|0.75\|36.20\|36.96\|35.92\|13065;2026-05-08\|36.66\|1.33\|36.19\|36.85\|35.83\|9664;2026-05-11\|36.68\|0.05\|36.89\|37.17\|36.30\|11358;2026-05-12\|35.16\|-4.14\|36.66\|36.95\|34.97\|13160;2026-05-13\|35.75\|1.68\|34.96\|35.98\|34.96\|9500;2026-05-14\|35.60\|-0.42\|35.68\|36.18\|35.20\|8253;2026-05-15\|35.09\|-1.43\|35.49\|35.94\|34.71\|8123;2026-05-18\|36.22\|3.22\|34.88\|36.38\|34.88\|9120;2026-05-19\|36.31\|0.25\|36.32\|36.48\|35.50\|8927;2026-05-20\|35.98\|-0.91\|35.99\|36.42\|35.49\|8072;2026-05-21\|34.22\|-4.89\|35.98\|36.45\|34.18\|14282;2026-05-22\|36.06\|5.38\|34.23\|36.39\|33.65\|13864;2026-05-25\|35.92\|-0.39\|36.06\|37.42\|35.59\|12375;2026-05-26\|34.29\|-4.54\|36.02\|36.02\|33.58\|11129;2026-05-27\|32.77\|-4.43\|34.28\|34.28\|32.40\|13905;2026-05-28\|32.95\|0.55\|32.80\|33.29\|32.12\|8147;2026-05-29\|31.99\|-2.91\|33.00\|33.92\|31.72\|10819;2026-06-01\|33.00\|3.16\|31.70\|33.88\|31.33\|12368;2026-06-02\|34.06\|3.21\|32.89\|34.21\|31.77\|12782;2026-06-03\|34.96\|2.64\|34.05\|35.16\|33.41\|15250;2026-06-04\|40.13\|14.79\|35.13\|40.88\|34.50\|63755;2026-06-05\|48.16\|20.01\|40.67\|48.16\|40.67\|66277;2026-06-08\|46.29\|-3.88\|45.81\|52.89\|44.52\|76736;2026-06-09\|52.00\|12.34\|47.32\|54.27\|45.70\|65789;2026-06-10\|61.10\|17.50\|51.48\|62.26\|51.01\|69245;2026-06-11\|58.44\|-4.35\|57.43\|61.02\|55.00\|65365;2026-06-12\|60.27\|3.13\|57.86\|62.59\|55.50\|57570;2026-06-15\|61.80\|2.79\|59.45\|61.80\|56.01\|45529;2026-06-16\|70.12\|13.46\|61.00\|72.88\|57.12\|67367;2026-06-17\|66.57\|-5.06\|64.10\|68.50\|64.00\|45629;2026-06-18\|70.36\|5.69\|66.57\|72.69\|65.06\|39705;2026-06-22\|77.79\|10.56\|69.23\|78.78\|69.23\|37745;2026-06-23\|66.80\|-14.13\|77.00\|82.40\|65.50\|50371;2026-06-24\|73.50\|10.03\|66.00\|73.50\|62.00\|49263;2026-06-25\|68.98\|-6.15\|72.00\|75.60\|68.29\|42172;2026-06-26\|69.39\|0.59\|67.00\|70.00\|63.66\|30756;2026-06-29\|62.09\|-10.52\|71.00\|71.49\|60.08\|44736;2026-06-30\|64.55\|3.96\|62.80\|66.68\|62.01\|33333;2026-07-01\|68.00\|5.34\|65.19\|68.00\|62.80\|39697;2026-07-02\|57.00\|-16.18\|64.00\|64.00\|57.00\|48318;2026-07-03\|54.95\|-3.60\|57.00\|58.10\|54.05\|35425;2026-07-06\|52.54\|-4.39\|55.38\|56.28\|50.70\|34725;2026-07-07\|51.23\|-2.49\|51.88\|52.88\|49.09\|26669;2026-07-08\|49.78\|-2.83\|51.19\|52.46\|48.80\|20808;2026-07-09\|54.18\|8.84\|50.50\|54.28\|50.01\|31410;2026-07-10\|51.88\|-4.25\|55.15\|56.50\|51.88\|2429518
115085	证监会批复同意长鑫科技首次公开发行股票注册	可转债发行+AI算力电源+芯片 1、据2026年6月16日公告，公司拟向不特定对象发行可转换公司债券，募集资金投向包括面向AI算力与数据中心的高压大电流DC-DC电源芯片、多相电源管理芯片等项目，产品可为GPU、AI加速芯片及智算中心供电。 2、据2026年6月11日互动易，在AI数据中心领域，公司正积极开发高性能多相控制器、DrMOS及大电流DC-DC等产品；公司已布局驱动控制器及模块电源等产品，用于高性能计算二次电源及AI光互联领域。 3、据2025年半年报及2025年年报，公司是国内领先的电源及电池管理芯片厂商，在有线充电管理芯片领域市场份额位居第一，并持续向汽车电子、工业及智能算力领域拓展。	公司是国内领先的模拟和嵌入式芯片设计企业之一，主营业务为模拟与嵌入式芯片的研发、设计和销售，专注于电源及电池管理领域，为客户提供端到端的完整解决方案	2026-03-03\|38.40\|-8.22\|41.84\|42.25\|38.38\|128265;2026-03-04\|38.35\|-0.13\|38.22\|39.15\|38.04\|48651;2026-03-05\|38.66\|0.81\|38.99\|39.75\|38.39\|58726;2026-03-06\|39.60\|2.43\|38.63\|39.66\|38.35\|44943;2026-03-09\|39.00\|-1.52\|39.16\|39.26\|37.88\|58990;2026-03-10\|40.09\|2.79\|39.76\|40.49\|39.65\|67126;2026-03-11\|39.38\|-1.77\|40.13\|40.36\|39.28\|44298;2026-03-12\|39.88\|1.27\|39.60\|40.72\|39.16\|61918;2026-03-13\|38.91\|-2.43\|39.60\|39.61\|38.72\|58553;2026-03-16\|39.35\|1.13\|38.91\|39.74\|38.16\|53375;2026-03-17\|38.17\|-3.00\|39.26\|39.42\|38.12\|53401;2026-03-18\|37.97\|-0.52\|38.35\|38.52\|37.40\|54979;2026-03-19\|37.17\|-2.11\|37.40\|37.80\|37.01\|48524;2026-03-20\|36.34\|-2.23\|37.30\|37.49\|36.22\|71637;2026-03-23\|34.92\|-3.91\|36.11\|36.35\|34.60\|63002;2026-03-24\|34.78\|-0.40\|35.45\|35.50\|33.63\|66128;2026-03-25\|35.91\|3.25\|35.10\|36.47\|35.00\|67517;2026-03-26\|35.35\|-1.56\|35.94\|36.10\|35.08\|41707;2026-03-27\|35.55\|0.57\|35.32\|35.95\|34.80\|29256;2026-03-30\|35.08\|-1.32\|35.11\|35.23\|34.33\|41710;2026-03-31\|34.37\|-2.02\|35.03\|35.37\|34.37\|30756;2026-04-01\|35.16\|2.30\|35.13\|35.36\|34.85\|37626;2026-04-02\|34.19\|-2.76\|34.91\|35.07\|34.00\|36001;2026-04-03\|34.21\|0.06\|34.41\|34.62\|34.00\|30577;2026-04-07\|34.69\|1.40\|34.34\|35.01\|34.33\|31654;2026-04-08\|36.58\|5.45\|35.43\|36.80\|35.43\|57475;2026-04-09\|35.96\|-1.69\|36.00\|36.55\|35.92\|34358;2026-04-10\|36.52\|1.56\|36.50\|36.84\|36.10\|45043;2026-04-13\|36.63\|0.30\|36.03\|37.04\|36.03\|31526;2026-04-14\|37.12\|1.34\|36.92\|37.30\|36.77\|42761;2026-04-15\|37.34\|0.59\|37.23\|37.70\|36.95\|64002;2026-04-16\|37.60\|0.70\|37.00\|37.90\|37.00\|36229;2026-04-17\|37.26\|-0.90\|37.53\|37.66\|37.13\|41736;2026-04-20\|36.78\|-1.29\|37.08\|37.33\|36.74\|57072;2026-04-21\|36.63\|-0.41\|36.78\|37.02\|36.11\|52365;2026-04-22\|37.07\|1.20\|36.36\|37.23\|36.23\|52555;2026-04-23\|37.08\|0.03\|37.12\|38.35\|36.90\|71649;2026-04-24\|38.01\|2.51\|37.80\|38.95\|37.50\|114064;2026-04-27\|39.11\|2.89\|37.98\|39.75\|37.79\|93831;2026-04-28\|38.02\|-2.79\|38.88\|39.40\|37.73\|73955;2026-04-29\|38.06\|0.11\|37.81\|38.30\|36.92\|55953;2026-04-30\|38.41\|0.92\|36.76\|38.98\|36.60\|124983;2026-05-06\|39.26\|2.21\|38.87\|39.95\|38.59\|130707;2026-05-07\|43.88\|11.77\|39.49\|45.27\|39.06\|233109;2026-05-08\|43.22\|-1.50\|43.02\|44.00\|41.61\|158084;2026-05-11\|46.30\|7.13\|43.22\|46.82\|43.01\|206355;2026-05-12\|45.42\|-1.90\|46.00\|46.44\|44.80\|129912;2026-05-13\|45.89\|1.03\|44.48\|46.45\|43.58\|117633;2026-05-14\|47.20\|2.85\|46.76\|49.70\|46.15\|230917;2026-05-15\|45.73\|-3.11\|47.62\|48.00\|45.18\|141002;2026-05-18\|44.65\|-2.36\|45.11\|46.07\|44.25\|92641;2026-05-19\|46.06\|3.16\|44.68\|46.17\|42.97\|106473;2026-05-20\|48.00\|4.21\|45.60\|49.27\|45.31\|190656;2026-05-21\|44.38\|-7.54\|48.68\|49.09\|44.25\|138437;2026-05-22\|45.33\|2.14\|44.41\|45.79\|44.26\|87541;2026-05-25\|49.29\|8.74\|45.28\|49.99\|44.38\|218230;2026-05-26\|47.09\|-4.46\|49.70\|49.80\|45.68\|149292;2026-05-27\|45.65\|-3.06\|47.10\|48.38\|45.38\|131263;2026-05-28\|46.46\|1.77\|45.65\|47.81\|44.81\|125513;2026-05-29\|42.00\|-9.60\|47.44\|47.77\|41.68\|173162;2026-06-01\|41.03\|-2.31\|42.65\|43.58\|40.80\|109538;2026-06-02\|39.86\|-2.85\|40.51\|42.24\|39.80\|88162;2026-06-03\|42.00\|5.37\|40.47\|43.78\|40.20\|155154;2026-06-04\|43.26\|3.00\|41.20\|44.11\|40.38\|122730;2026-06-05\|41.75\|-2.93\|42.20\|43.27\|40.65\|99193;2026-06-08\|39.25\|-5.99\|39.85\|41.26\|38.70\|104673;2026-06-09\|43.95\|11.97\|40.03\|44.40\|39.42\|164582;2026-06-10\|41.86\|-4.76\|43.12\|43.57\|40.88\|107336;2026-06-11\|41.25\|-1.46\|41.40\|43.14\|40.60\|127181;2026-06-12\|40.28\|-2.35\|42.00\|42.45\|39.80\|153118;2026-06-15\|43.89\|8.96\|40.58\|44.30\|40.42\|150414;2026-06-16\|52.67\|20.00\|44.28\|52.67\|44.01\|393193;2026-06-17\|53.90\|2.34\|50.80\|55.30\|50.26\|327593;2026-06-18\|53.68\|-0.41\|52.68\|56.01\|52.57\|287941;2026-06-22\|52.99\|-1.29\|55.00\|55.50\|51.00\|205155;2026-06-23\|53.75\|1.43\|52.25\|57.30\|50.78\|233605;2026-06-24\|54.25\|0.93\|53.60\|55.35\|52.46\|178830;2026-06-25\|52.96\|-2.38\|53.40\|54.79\|52.70\|147358;2026-06-26\|50.26\|-5.10\|52.17\|53.08\|49.49\|199480;2026-06-29\|49.62\|-1.27\|50.59\|51.73\|47.10\|169232;2026-06-30\|56.49\|13.85\|49.19\|56.52\|48.79\|282858;2026-07-01\|52.44\|-7.17\|55.93\|57.72\|51.33\|254924;2026-07-02\|50.00\|-4.65\|50.51\|53.55\|49.15\|205303;2026-07-03\|48.06\|-3.88\|49.67\|50.22\|47.80\|146745;2026-07-06\|46.05\|-4.18\|48.49\|48.82\|44.89\|175081;2026-07-07\|45.24\|-1.76\|46.01\|46.83\|44.53\|111224;2026-07-08\|46.60\|3.01\|45.79\|47.79\|42.95\|170762;2026-07-09\|47.36\|1.63\|46.60\|47.78\|45.30\|159092;2026-07-10\|44.27\|-6.52\|47.10\|47.88\|44.17\|16493718
115084	证监会批复同意长鑫科技首次公开发行股票注册	中昊芯英入主+澄清借壳+汽车管路 1、据2026年5月21日业绩说明会，中昊芯英为公司股东，两者独立经营，公司当前不知悉中昊芯英的业务开展情况。据2026年7月1日公告，公司再次澄清无开展人工智能相关业务的计划，与股东中昊芯英未签订任何框架性合作协议；中昊芯英已启动独立IPO并进入股改阶段，未来36个月内不存在借壳上市计划，也无资产注入计划。 2、据2026年4月25日年报，公司主营业务为汽车用高分子材料流体管路系统和密封系统零件及总成的研发、生产及销售，产品主要应用于传统燃油车，客户涵盖日产全球、福特、吉利等。	控股股东等与中昊芯英签署的协议转让股份完成过户登记，中昊芯英为国内掌握TPU架构AI芯片核心研发技术并实现TPU芯片量产核心公司	2026-03-03\|116.45\|-10.00\|125.00\|125.81\|116.45\|26726;2026-03-04\|111.62\|-4.15\|110.00\|113.58\|105.21\|26087;2026-03-05\|111.40\|-0.20\|111.00\|114.45\|110.22\|20018;2026-03-06\|116.16\|4.27\|113.00\|121.99\|113.00\|25966;2026-03-09\|109.18\|-6.01\|110.56\|111.00\|106.75\|24337;2026-03-10\|114.24\|4.63\|111.75\|116.55\|110.16\|22467;2026-03-11\|112.44\|-1.58\|113.50\|115.30\|110.98\|20017;2026-03-12\|113.00\|0.50\|114.85\|115.60\|110.60\|17126;2026-03-13\|114.49\|1.32\|112.97\|116.68\|110.50\|16948;2026-03-16\|120.95\|5.64\|115.00\|124.43\|111.34\|34044;2026-03-17\|108.86\|-10.00\|113.00\|113.00\|108.86\|28247;2026-03-18\|104.56\|-3.95\|105.00\|105.20\|101.10\|28568;2026-03-19\|98.02\|-6.25\|101.01\|103.51\|97.80\|22914;2026-03-20\|99.37\|1.38\|99.68\|102.55\|99.03\|22890;2026-03-23\|99.79\|0.42\|97.51\|102.88\|97.00\|24211;2026-03-24\|101.90\|2.11\|101.98\|102.08\|98.01\|17826;2026-03-25\|100.80\|-1.08\|102.50\|103.89\|100.53\|15922;2026-03-26\|102.66\|1.85\|101.71\|103.94\|101.01\|17670;2026-03-27\|103.15\|0.48\|100.10\|103.58\|99.50\|14253;2026-03-30\|102.84\|-0.30\|101.90\|103.98\|100.51\|13823;2026-03-31\|99.01\|-3.72\|97.98\|103.20\|97.48\|19140;2026-04-01\|99.74\|0.74\|100.98\|101.00\|98.00\|14065;2026-04-02\|92.17\|-7.59\|99.82\|100.51\|91.03\|25615;2026-04-03\|92.01\|-0.17\|93.55\|94.43\|92.00\|13608;2026-04-07\|92.01\|0.00\|91.88\|92.92\|90.06\|10838;2026-04-08\|96.60\|4.99\|94.00\|96.68\|93.95\|13637;2026-04-09\|95.74\|-0.89\|95.46\|96.95\|94.07\|9512;2026-04-10\|105.31\|10.00\|96.19\|105.31\|95.74\|24530;2026-04-13\|115.84\|10.00\|106.60\|115.84\|101.00\|51014;2026-04-14\|120.15\|3.72\|111.89\|123.94\|111.00\|52025;2026-04-15\|113.05\|-5.91\|115.35\|117.78\|111.89\|35719;2026-04-16\|113.00\|-0.04\|111.00\|114.40\|108.15\|25499;2026-04-17\|119.88\|6.09\|115.00\|122.93\|112.00\|31916;2026-04-20\|116.50\|-2.82\|122.00\|122.30\|115.00\|29739;2026-04-21\|115.78\|-0.62\|115.10\|116.33\|110.60\|22570;2026-04-22\|115.91\|0.11\|115.90\|117.20\|113.21\|17211;2026-04-23\|111.29\|-3.99\|116.12\|116.12\|111.00\|16279;2026-04-24\|106.80\|-4.03\|110.64\|112.50\|106.74\|17060;2026-04-27\|108.52\|1.61\|108.33\|114.00\|106.50\|22429;2026-04-28\|101.99\|-6.02\|106.00\|106.00\|101.30\|18788;2026-04-29\|99.95\|-2.00\|98.95\|101.95\|98.90\|15500;2026-04-30\|102.04\|2.09\|99.59\|107.07\|99.30\|20587;2026-05-06\|103.39\|1.32\|103.80\|106.80\|103.04\|18545;2026-05-07\|103.16\|-0.22\|102.56\|104.30\|101.10\|14601;2026-05-08\|103.12\|-0.04\|102.74\|105.21\|102.28\|13324;2026-05-11\|113.43\|10.00\|106.92\|113.43\|106.50\|15940;2026-05-12\|117.13\|3.26\|116.00\|122.10\|113.80\|40510;2026-05-13\|109.30\|-6.68\|117.75\|117.75\|105.42\|33888;2026-05-14\|103.07\|-5.70\|109.29\|109.30\|102.02\|23626;2026-05-15\|102.10\|-0.94\|100.44\|104.99\|100.44\|16353;2026-05-18\|102.79\|0.68\|100.00\|107.24\|99.02\|17333;2026-05-19\|99.20\|-3.49\|103.00\|103.40\|98.40\|16254;2026-05-20\|100.00\|0.81\|98.06\|101.56\|98.05\|11274;2026-05-21\|98.16\|-1.84\|101.00\|101.31\|98.00\|12539;2026-05-22\|96.32\|-1.87\|98.16\|98.16\|95.01\|11401;2026-05-25\|92.85\|-3.60\|95.00\|96.99\|92.47\|12734;2026-05-26\|99.31\|6.96\|93.80\|101.99\|93.08\|20154;2026-05-27\|94.98\|-4.36\|97.11\|98.30\|93.18\|13094;2026-05-28\|94.58\|-0.42\|94.50\|95.70\|93.00\|8319;2026-05-29\|93.56\|-1.08\|95.58\|96.40\|93.06\|6991;2026-06-01\|86.10\|-7.97\|92.01\|92.98\|84.20\|20253;2026-06-02\|82.92\|-3.69\|85.00\|85.00\|80.13\|15041;2026-06-03\|83.72\|0.96\|84.08\|86.00\|82.28\|11248;2026-06-04\|80.86\|-3.42\|83.17\|83.24\|78.80\|16266;2026-06-05\|78.33\|-3.10\|81.00\|81.22\|76.50\|14345;2026-06-08\|77.14\|-1.52\|76.00\|81.97\|75.50\|12610;2026-06-09\|79.70\|3.32\|78.00\|81.00\|78.00\|12417;2026-06-10\|76.58\|-3.91\|80.57\|80.79\|76.31\|10505;2026-06-11\|76.19\|-0.51\|75.35\|79.20\|73.80\|11996;2026-06-12\|76.79\|0.79\|76.83\|78.93\|76.10\|10814;2026-06-15\|75.69\|-1.43\|74.81\|76.56\|74.50\|11339;2026-06-16\|83.26\|10.00\|76.00\|83.26\|75.70\|16766;2026-06-17\|77.60\|-6.80\|82.44\|85.68\|77.31\|22974;2026-06-18\|80.86\|4.20\|76.83\|83.07\|76.54\|16912;2026-06-22\|78.36\|-3.09\|82.00\|83.00\|77.05\|14151;2026-06-23\|79.39\|1.31\|78.04\|82.40\|76.26\|14277;2026-06-24\|79.98\|0.74\|78.53\|81.39\|76.00\|13512;2026-06-25\|83.37\|4.24\|80.00\|84.50\|79.01\|18260;2026-06-26\|75.90\|-8.96\|82.33\|83.26\|75.90\|16873;2026-06-29\|68.31\|-10.00\|74.03\|75.69\|68.31\|21473;2026-06-30\|65.79\|-3.69\|66.00\|67.89\|62.00\|20846;2026-07-01\|68.90\|4.73\|70.98\|72.03\|67.01\|21029;2026-07-02\|67.52\|-2.00\|67.34\|71.20\|67.32\|13890;2026-07-03\|74.27\|10.00\|69.10\|74.27\|68.10\|18576;2026-07-06\|76.81\|3.42\|74.38\|79.33\|72.80\|25152;2026-07-07\|72.42\|-5.72\|75.36\|76.80\|72.08\|16351;2026-07-08\|71.69\|-1.01\|73.15\|75.49\|70.30\|13111;2026-07-09\|73.23\|2.15\|71.50\|73.52\|68.25\|14499;2026-07-10\|70.62\|-3.56\|71.55\|72.83\|69.78\|10182
115083	证监会批复同意长鑫科技首次公开发行股票注册	G5级湿电子化学品+存储芯片+上海国资拟入主行业原因：据央视财经6月15日报道，多家特气生产企业负责人表示，在手订单大幅增加，产线处于高负荷运转状态。六氟化钨供需缺口扩大，推动产品价格进入上行通道。有企业负责人表示，近期氦气需求大幅攀升，一天一个价，目前每日生产量较年初翻倍。公司原因： 1、据2024年10月22日投资者关系活动记录表，公司G5等级产品主要用于12英寸晶圆制造先进制程的存储芯片、逻辑芯片以及成熟制程的功率器件芯片等；据2026年4月25日年报，公司镇江基地G5等级产品已全面导入成熟制程与先进制程领域，并大量应用于部分12英寸半导体标杆客户。 2、据2026年4月25日年报，公司是国内为数不多的具备为半导体、平板显示及新能源三大领域全系列湿电子化学品供应企业之一，产品线等级已从G2-G4延展至最高G5等级，实现SEMI等级全覆盖。 3、据2026年6月2日公告，控股股东淄博星恒途松与上海福迅科技签署《附条件生效的股份转让协议之补充协议》，拟转让其所持公司23.96%股份，转让完成后公司实控人将变更为上海市国资委。	公司是国内湿电子化学品行业的领先企业之一；公司生产的光刻胶配套试剂主要用于下游半导体和平板显示领域	2026-03-03\|23.75\|-5.19\|24.94\|25.36\|23.69\|215874;2026-03-04\|23.75\|0.00\|23.30\|24.40\|23.28\|138215;2026-03-05\|23.97\|0.93\|24.19\|24.54\|23.84\|130118;2026-03-06\|23.77\|-0.83\|23.97\|24.09\|23.70\|109939;2026-03-09\|23.54\|-0.97\|23.39\|23.68\|22.66\|139181;2026-03-10\|23.96\|1.78\|23.82\|24.08\|23.70\|89925;2026-03-11\|23.94\|-0.08\|23.96\|24.35\|23.81\|103489;2026-03-12\|23.44\|-2.09\|23.85\|24.02\|23.22\|97290;2026-03-13\|23.22\|-0.94\|23.17\|23.80\|23.09\|87229;2026-03-16\|24.48\|5.43\|23.33\|24.75\|23.10\|230394;2026-03-17\|23.52\|-3.92\|24.49\|24.50\|23.52\|172218;2026-03-18\|24.13\|2.59\|23.52\|24.13\|23.38\|127249;2026-03-19\|23.42\|-2.94\|23.60\|23.73\|23.16\|132541;2026-03-20\|22.49\|-3.97\|23.39\|23.59\|22.48\|125416;2026-03-23\|21.24\|-5.56\|22.15\|22.27\|21.04\|151387;2026-03-24\|21.82\|2.73\|21.73\|21.88\|21.02\|96692;2026-03-25\|22.15\|1.51\|21.97\|22.35\|21.83\|93423;2026-03-26\|21.75\|-1.81\|22.00\|22.25\|21.60\|67887;2026-03-27\|22.28\|2.44\|21.50\|22.36\|21.46\|79938;2026-03-30\|22.25\|-0.13\|21.84\|22.34\|21.75\|62558;2026-03-31\|21.69\|-2.52\|22.13\|22.19\|21.66\|73334;2026-04-01\|22.10\|1.89\|22.10\|22.24\|21.88\|63401;2026-04-02\|21.53\|-2.58\|22.00\|22.06\|21.30\|59135;2026-04-03\|21.42\|-0.51\|21.53\|21.75\|21.19\|50496;2026-04-07\|21.68\|1.21\|21.40\|21.90\|21.40\|54473;2026-04-08\|22.99\|6.04\|22.14\|23.08\|21.79\|140517;2026-04-09\|22.97\|-0.09\|22.63\|23.26\|22.60\|101939;2026-04-10\|22.93\|-0.17\|23.28\|23.32\|22.88\|91155;2026-04-13\|22.78\|-0.65\|22.59\|23.08\|22.55\|61586;2026-04-14\|23.02\|1.05\|23.00\|23.16\|22.79\|73739;2026-04-15\|22.72\|-1.30\|23.20\|23.25\|22.66\|75406;2026-04-16\|23.16\|1.94\|22.71\|23.23\|22.66\|84214;2026-04-17\|23.28\|0.52\|23.20\|23.39\|22.91\|91748;2026-04-20\|23.63\|1.50\|23.28\|23.75\|23.25\|110788;2026-04-21\|24.08\|1.90\|23.63\|24.32\|23.27\|163938;2026-04-22\|23.93\|-0.62\|23.87\|24.49\|23.60\|129654;2026-04-23\|23.65\|-1.17\|24.50\|24.74\|23.55\|199115;2026-04-24\|23.82\|0.72\|23.60\|24.27\|23.33\|206123;2026-04-27\|24.54\|3.02\|23.88\|24.99\|23.88\|265407;2026-04-28\|24.81\|1.10\|24.17\|25.25\|24.17\|253982;2026-04-29\|24.13\|-2.74\|24.49\|24.60\|23.72\|190108;2026-04-30\|24.81\|2.82\|24.30\|24.93\|24.27\|224604;2026-05-06\|26.25\|5.80\|25.75\|26.54\|25.38\|353366;2026-05-07\|27.34\|4.15\|26.30\|27.50\|25.77\|390399;2026-05-08\|26.37\|-3.55\|26.88\|26.93\|26.26\|283391;2026-05-11\|28.61\|8.49\|26.75\|29.00\|26.25\|471290;2026-05-12\|28.22\|-1.36\|28.33\|28.60\|27.39\|331426;2026-05-13\|27.93\|-1.03\|27.60\|28.33\|27.05\|238713;2026-05-14\|27.50\|-1.54\|28.00\|28.77\|27.50\|276156;2026-05-15\|30.25\|10.00\|28.00\|30.25\|28.00\|492811;2026-05-18\|32.30\|6.78\|30.00\|32.77\|29.33\|663153;2026-05-19\|35.08\|8.61\|31.43\|35.36\|31.03\|538317;2026-05-20\|35.24\|0.46\|34.33\|35.45\|33.80\|473915;2026-05-21\|34.94\|-0.85\|36.08\|38.50\|34.76\|613974;2026-05-22\|34.25\|-1.97\|34.81\|35.74\|33.81\|465674;2026-05-25\|34.65\|1.17\|34.20\|35.57\|33.51\|469545;2026-05-26\|33.14\|-4.36\|33.80\|34.43\|32.61\|345937;2026-05-27\|32.16\|-2.96\|33.11\|33.80\|31.90\|302624;2026-05-28\|33.60\|4.48\|32.67\|33.74\|32.00\|284230;2026-05-29\|34.70\|3.27\|34.00\|36.96\|34.00\|558334;2026-06-01\|34.00\|-2.02\|34.80\|36.00\|33.79\|385931;2026-06-02\|36.12\|6.24\|34.50\|37.40\|34.50\|520236;2026-06-03\|35.71\|-1.14\|35.01\|36.20\|34.50\|463709;2026-06-04\|37.78\|5.80\|35.10\|38.60\|34.90\|480866;2026-06-05\|41.56\|10.01\|37.00\|41.56\|36.00\|586327;2026-06-08\|42.84\|3.08\|38.99\|45.01\|38.99\|720407;2026-06-09\|45.44\|6.07\|43.50\|46.02\|41.52\|579751;2026-06-10\|45.70\|0.57\|44.20\|46.69\|44.10\|410952;2026-06-11\|46.36\|1.44\|44.90\|48.22\|42.44\|563968;2026-06-12\|41.72\|-10.01\|47.00\|47.00\|41.72\|522148;2026-06-15\|42.76\|2.49\|42.00\|43.29\|39.88\|495801;2026-06-16\|47.04\|10.01\|43.00\|47.04\|42.58\|452977;2026-06-17\|47.28\|0.64\|46.53\|49.40\|46.53\|433339;2026-06-18\|46.24\|-2.20\|47.05\|47.50\|45.39\|363424;2026-06-22\|45.87\|-0.80\|46.16\|46.67\|44.86\|336121;2026-06-23\|44.30\|-3.42\|46.01\|47.43\|43.68\|360893;2026-06-24\|46.15\|4.18\|43.55\|47.18\|41.40\|412549;2026-06-25\|45.89\|-0.56\|47.00\|47.10\|43.46\|419387;2026-06-26\|47.95\|4.49\|45.00\|48.05\|44.71\|475903;2026-06-29\|44.93\|-6.30\|50.41\|50.98\|43.16\|688477;2026-06-30\|49.42\|9.99\|43.61\|49.42\|43.50\|446616;2026-07-01\|52.66\|6.56\|51.50\|54.36\|50.00\|679700;2026-07-02\|56.90\|8.05\|50.21\|57.93\|47.39\|718705;2026-07-03\|56.26\|-1.12\|54.44\|59.50\|51.21\|754969;2026-07-06\|57.70\|2.56\|57.00\|59.49\|50.98\|643138;2026-07-07\|52.97\|-8.20\|55.10\|56.26\|52.18\|436857;2026-07-08\|47.95\|-9.48\|53.00\|55.12\|47.89\|434400;2026-07-09\|51.01\|6.38\|48.48\|52.75\|46.55\|522676;2026-07-10\|46.58\|-8.68\|51.45\|53.50\|46.58\|485972
115082	证监会批复同意长鑫科技首次公开发行股票注册	光掩膜版+半导体产业链+半导体显示行业原因： 1、据招商证券6月10日研报，苹果WWDC大会实现AI系统全面升级，Siri向系统级端侧AI Agent演进，初步实现跨应用操作，驱动苹果软硬件创新预期升温。 2、据界面新闻，当地时间6月14日，知名苹果产业链记者马克・古尔曼指出，苹果下一代操作系统iOS 27与macOS 27的开发者测试版中，涌现大量底层代码、交互逻辑与适配接口线索，这意味着折叠屏iPhone和触屏MacBook即将到来。公司原因： 1、据2026年4月10日业绩说明会，公司宁波光掩膜版项目进展顺利，已实现55nm光掩膜版交付验证及40nm光掩膜版生产线成功通线，28nm相关生产设备已全部提前交付；据2023年8月24日互动易，项目建成后将具备年产12,450片半导体光掩膜版的生产能力，产品制程覆盖350-28nm。 2、据2025年年报，公司主营半导体显示器件，直接客户包括京东方、华星光电、惠科、富士康等显示行业龙头，最终应用于华为、小米、OPPO、苹果、三星等知名品牌；据2026年5月19日可行性分析报告修订稿，公司作为半导体显示行业领先企业，具备相关管理经验。 3、据2025年度报告及2026年4月10日业绩说明会，公司光掩膜版及显示器件产品已进入京东方、华星光电、富士康等龙头供应链，最终应用于苹果、三星、小米等品牌。	2024年7月中旬公司首台电子束掩膜版光刻机顺利交付。项目预计2025年公司实现45nm光掩膜版的量产， 2028年实现28nm光掩膜版的量产	2026-03-03\|55.41\|-6.56\|60.18\|60.18\|55.30\|23447;2026-03-04\|53.30\|-3.81\|54.70\|55.82\|53.00\|20504;2026-03-05\|55.19\|3.55\|54.57\|55.99\|54.45\|18131;2026-03-06\|54.89\|-0.54\|54.79\|55.79\|54.20\|12374;2026-03-09\|53.62\|-2.31\|53.35\|54.80\|52.03\|16588;2026-03-10\|56.70\|5.74\|54.82\|57.20\|54.78\|21393;2026-03-11\|55.73\|-1.71\|56.69\|58.39\|55.62\|19011;2026-03-12\|54.78\|-1.70\|55.75\|56.34\|54.28\|12663;2026-03-13\|54.36\|-0.77\|54.62\|55.86\|53.96\|9967;2026-03-16\|57.95\|6.60\|54.30\|59.51\|53.35\|35590;2026-03-17\|55.08\|-4.95\|57.19\|57.80\|54.81\|24540;2026-03-18\|56.24\|2.11\|55.27\|56.26\|55.02\|14196;2026-03-19\|54.43\|-3.22\|55.30\|55.80\|54.22\|12542;2026-03-20\|53.00\|-2.63\|55.77\|55.78\|52.85\|14077;2026-03-23\|49.01\|-7.53\|51.45\|52.36\|48.61\|23278;2026-03-24\|49.87\|1.75\|49.99\|50.23\|47.80\|17944;2026-03-25\|52.53\|5.33\|50.69\|53.32\|50.69\|24509;2026-03-26\|52.18\|-0.67\|52.39\|54.58\|51.99\|18297;2026-03-27\|53.62\|2.76\|51.50\|54.90\|51.32\|16929;2026-03-30\|52.87\|-1.40\|53.25\|53.41\|52.35\|10700;2026-03-31\|51.30\|-2.97\|52.78\|53.10\|51.22\|14132;2026-04-01\|52.38\|2.11\|52.39\|52.74\|51.53\|9929;2026-04-02\|50.79\|-3.04\|51.99\|52.38\|50.28\|11115;2026-04-03\|50.50\|-0.57\|50.96\|51.39\|50.30\|8566;2026-04-07\|51.70\|2.38\|50.69\|52.59\|50.45\|10539;2026-04-08\|54.40\|5.22\|53.00\|54.50\|52.43\|12645;2026-04-09\|55.48\|1.99\|53.90\|56.76\|53.85\|16678;2026-04-10\|55.44\|-0.07\|55.67\|56.14\|55.20\|12280;2026-04-13\|55.08\|-0.65\|55.86\|55.86\|54.70\|13955;2026-04-14\|56.13\|1.91\|55.86\|56.60\|55.16\|14016;2026-04-15\|55.24\|-1.59\|55.57\|56.41\|55.07\|13109;2026-04-16\|55.86\|1.12\|55.29\|56.29\|54.89\|11290;2026-04-17\|56.72\|1.54\|56.10\|57.30\|55.18\|18470;2026-04-20\|56.33\|-0.69\|56.00\|56.97\|56.00\|13171;2026-04-21\|57.00\|1.19\|56.08\|57.28\|55.96\|15426;2026-04-22\|62.70\|10.00\|56.65\|62.70\|56.65\|26515;2026-04-23\|58.37\|-6.91\|61.00\|62.00\|57.89\|50763;2026-04-24\|57.84\|-0.91\|57.50\|58.85\|57.50\|27280;2026-04-27\|57.63\|-0.36\|58.41\|58.89\|57.00\|20145;2026-04-28\|56.74\|-1.54\|56.78\|57.65\|56.11\|19282;2026-04-29\|57.00\|0.46\|56.46\|57.74\|56.05\|16860;2026-04-30\|56.84\|-0.28\|56.47\|57.30\|56.10\|16463;2026-05-06\|57.40\|0.99\|57.19\|58.74\|57.19\|20520;2026-05-07\|58.42\|1.78\|57.69\|58.54\|56.85\|18270;2026-05-08\|58.31\|-0.19\|58.00\|58.42\|56.90\|19410;2026-05-11\|58.49\|0.31\|59.20\|59.50\|58.00\|23894;2026-05-12\|58.27\|-0.38\|58.30\|58.90\|57.45\|16402;2026-05-13\|58.55\|0.48\|57.88\|58.88\|57.55\|15590;2026-05-14\|58.85\|0.51\|58.54\|59.87\|57.61\|24380;2026-05-15\|59.04\|0.32\|59.06\|60.21\|57.70\|25639;2026-05-18\|59.23\|0.32\|58.88\|59.23\|57.75\|22227;2026-05-19\|60.01\|1.32\|59.01\|60.47\|58.17\|23360;2026-05-20\|63.19\|5.30\|59.30\|65.32\|59.30\|53155;2026-05-21\|59.41\|-5.98\|62.23\|64.10\|59.05\|43848;2026-05-22\|61.49\|3.50\|59.59\|61.96\|59.33\|28061;2026-05-25\|67.64\|10.00\|62.43\|67.64\|62.11\|52660;2026-05-26\|64.88\|-4.08\|67.64\|68.00\|64.10\|68013;2026-05-27\|62.06\|-4.35\|66.79\|67.58\|61.50\|51375;2026-05-28\|62.58\|0.84\|61.96\|63.88\|61.15\|36420;2026-05-29\|56.32\|-10.00\|62.58\|62.58\|56.32\|45605;2026-06-01\|56.25\|-0.12\|55.12\|57.92\|55.11\|29511;2026-06-02\|54.35\|-3.38\|55.62\|56.44\|53.31\|26460;2026-06-03\|53.06\|-2.37\|54.00\|55.40\|52.36\|25921;2026-06-04\|53.00\|-0.11\|53.06\|53.99\|52.45\|18517;2026-06-05\|52.71\|-0.55\|52.26\|54.20\|50.62\|22367;2026-06-08\|49.52\|-6.05\|50.53\|51.96\|48.81\|23155;2026-06-09\|51.97\|4.95\|50.06\|52.36\|49.17\|30577;2026-06-10\|52.41\|0.85\|51.12\|52.99\|50.70\|25356;2026-06-11\|55.92\|6.70\|51.80\|57.65\|51.80\|48613;2026-06-12\|54.02\|-3.40\|56.80\|58.76\|53.75\|37404;2026-06-15\|56.34\|4.29\|54.11\|57.66\|53.45\|30743;2026-06-16\|61.97\|9.99\|56.50\|61.97\|56.26\|44870;2026-06-17\|63.05\|1.74\|61.00\|65.00\|60.11\|54335;2026-06-18\|63.05\|0.00\|62.42\|64.79\|62.26\|40317;2026-06-22\|62.92\|-0.21\|64.00\|64.00\|61.40\|27821;2026-06-23\|62.32\|-0.95\|62.68\|63.83\|60.80\|26711;2026-06-24\|63.43\|1.78\|61.43\|63.76\|60.48\|25877;2026-06-25\|63.72\|0.46\|63.40\|63.78\|62.20\|23680;2026-06-26\|63.35\|-0.58\|62.53\|64.60\|61.80\|31542;2026-06-29\|64.02\|1.06\|63.40\|65.80\|61.39\|36585;2026-06-30\|67.17\|4.92\|63.30\|68.20\|62.34\|45824;2026-07-01\|70.11\|4.38\|67.18\|72.00\|66.38\|51397;2026-07-02\|66.00\|-5.86\|67.16\|69.00\|63.68\|40865;2026-07-03\|61.25\|-7.20\|64.52\|64.99\|61.00\|37417;2026-07-06\|61.41\|0.26\|61.67\|63.00\|58.01\|38247;2026-07-07\|59.59\|-2.96\|61.40\|61.40\|58.55\|23611;2026-07-08\|58.80\|-1.33\|59.04\|61.10\|55.03\|25773;2026-07-09\|59.76\|1.63\|59.84\|61.80\|57.24\|24436;2026-07-10\|59.07\|-1.15\|58.97\|64.46\|58.97\|33623
115081	证监会批复同意长鑫科技首次公开发行股票注册	1.6T光模块+FCBGA封装基板+CSP封装基板行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月8日投资者关系活动记录表，光模块业务是公司2026年工作重心之一，北京兴斐1.6T光模块产品板目前处于量产爬坡阶段，并在同步开展多家客户的验证导入工作。 2、据2026年4月25日年报及2026年5月8日投资者关系活动记录表，受益于存储芯片行业复苏和主要存储客户份额提升，公司CSP封装基板业务订单饱满，产能利用率处于高位，已启动新一轮投资扩产，总产能为5万平方米/月；2025年IC封装基板业务收入16.70亿元，同比增长49.71%。 3、据2026年5月8日投资者关系活动记录表，公司FCBGA封装基板项目处于小批量生产阶段，具备20层及以下产品量产能力，低层板良率超95%，高层板良率超90%，产品最小线宽线距达9/12um。	国内本土IC封装基板行业的先行者之一；公司生产的FCBGA封装基板可用于HBM存储的封装	2026-03-03\|24.56\|-6.86\|26.50\|26.99\|24.50\|1269092;2026-03-04\|24.76\|0.81\|24.12\|25.77\|24.12\|1129295;2026-03-05\|25.53\|3.11\|25.68\|26.34\|25.26\|1030766;2026-03-06\|25.09\|-1.72\|25.28\|25.69\|24.76\|789805;2026-03-09\|23.75\|-5.34\|23.87\|24.06\|22.58\|1482886;2026-03-10\|24.59\|3.54\|24.30\|24.80\|24.12\|821529;2026-03-11\|24.42\|-0.69\|24.50\|25.09\|24.20\|643460;2026-03-12\|23.66\|-3.11\|24.36\|24.50\|23.33\|643216;2026-03-13\|23.94\|1.18\|23.45\|24.74\|23.15\|906419;2026-03-16\|23.92\|-0.08\|23.84\|24.07\|22.95\|839425;2026-03-17\|22.59\|-5.56\|24.33\|24.42\|22.59\|958240;2026-03-18\|23.20\|2.70\|22.81\|23.25\|22.55\|689428;2026-03-19\|22.41\|-3.41\|22.60\|22.89\|22.26\|606254;2026-03-20\|21.67\|-3.30\|22.46\|22.87\|21.66\|662028;2026-03-23\|20.44\|-5.68\|21.25\|21.53\|20.30\|690522;2026-03-24\|20.89\|2.20\|20.85\|20.95\|20.00\|568091;2026-03-25\|21.10\|1.01\|21.05\|21.52\|21.01\|497399;2026-03-26\|20.64\|-2.18\|21.10\|21.24\|20.52\|444333;2026-03-27\|20.70\|0.29\|20.14\|20.87\|20.03\|351848;2026-03-30\|20.56\|-0.68\|20.26\|20.65\|20.05\|385663;2026-03-31\|20.05\|-2.48\|20.56\|20.94\|19.98\|468239;2026-04-01\|20.62\|2.84\|20.60\|20.68\|20.28\|417222;2026-04-02\|19.75\|-4.22\|20.41\|20.55\|19.60\|512793;2026-04-03\|19.65\|-0.51\|19.90\|19.95\|19.51\|358892;2026-04-07\|20.27\|3.16\|20.00\|20.43\|19.94\|508363;2026-04-08\|21.75\|7.30\|21.05\|21.76\|20.81\|804635;2026-04-09\|22.08\|1.52\|21.49\|22.16\|21.32\|786229;2026-04-10\|22.94\|3.89\|22.12\|23.56\|22.12\|1077641;2026-04-13\|25.23\|9.98\|22.61\|25.23\|22.55\|2042215;2026-04-14\|25.42\|0.75\|24.98\|26.00\|24.83\|2283635;2026-04-15\|24.70\|-2.83\|25.39\|25.66\|24.57\|1256393;2026-04-16\|24.93\|0.93\|24.71\|25.46\|24.60\|926190;2026-04-17\|26.15\|4.89\|24.98\|26.38\|24.83\|1433586;2026-04-20\|26.55\|1.53\|26.60\|27.28\|26.36\|1278595;2026-04-21\|28.21\|6.25\|26.30\|28.60\|25.96\|1613837;2026-04-22\|28.63\|1.49\|29.00\|29.48\|27.75\|1681200;2026-04-23\|28.40\|-0.80\|29.05\|29.49\|28.00\|1176891;2026-04-24\|28.52\|0.42\|28.40\|29.25\|26.98\|1563479;2026-04-27\|29.23\|2.49\|28.30\|30.38\|28.18\|1985330;2026-04-28\|27.88\|-4.62\|28.99\|29.17\|27.61\|1490703;2026-04-29\|27.46\|-1.51\|27.47\|28.00\|27.00\|1078059;2026-04-30\|27.71\|0.91\|27.47\|27.99\|26.28\|1382422;2026-05-06\|29.47\|6.35\|29.65\|30.48\|29.36\|2107394;2026-05-07\|32.42\|10.01\|29.59\|32.42\|29.20\|1793361;2026-05-08\|32.01\|-1.26\|32.22\|32.74\|31.57\|1419454;2026-05-11\|33.17\|3.62\|33.20\|33.61\|32.30\|1500365;2026-05-12\|33.45\|0.84\|33.70\|34.25\|32.55\|1410549;2026-05-13\|34.19\|2.21\|32.60\|34.50\|32.23\|1544909;2026-05-14\|32.71\|-4.33\|34.31\|34.74\|32.50\|1356531;2026-05-15\|31.49\|-3.73\|33.01\|33.87\|31.14\|1370440;2026-05-18\|33.61\|6.73\|31.51\|33.91\|31.00\|1439593;2026-05-19\|32.83\|-2.32\|32.31\|33.00\|31.36\|1217093;2026-05-20\|33.54\|2.16\|32.60\|33.80\|32.01\|1310448;2026-05-21\|33.29\|-0.75\|33.54\|36.41\|32.78\|2285549;2026-05-22\|35.42\|6.40\|35.57\|35.99\|34.51\|1890061;2026-05-25\|38.12\|7.62\|36.00\|38.20\|35.43\|1988688;2026-05-26\|38.11\|-0.03\|37.50\|39.50\|37.05\|1998361;2026-05-27\|37.02\|-2.86\|37.83\|38.45\|36.19\|1646317;2026-05-28\|36.34\|-1.76\|36.00\|36.65\|35.15\|1278868;2026-05-29\|38.68\|6.44\|37.06\|39.97\|37.06\|2759169;2026-06-01\|38.62\|-0.16\|38.50\|40.20\|37.15\|2317150;2026-06-02\|42.22\|9.32\|37.23\|42.48\|37.01\|2410298;2026-06-03\|39.82\|-5.68\|42.33\|42.60\|39.13\|2252788;2026-06-04\|40.87\|2.64\|39.51\|42.50\|39.50\|1843648;2026-06-05\|37.90\|-7.27\|39.50\|40.39\|37.50\|1852203;2026-06-08\|37.00\|-2.37\|35.01\|38.88\|35.01\|1426858;2026-06-09\|38.15\|3.11\|37.99\|38.35\|36.60\|1326031;2026-06-10\|37.28\|-2.28\|38.19\|39.96\|36.30\|1550847;2026-06-11\|36.75\|-1.42\|36.96\|38.00\|35.50\|1279815;2026-06-12\|37.80\|2.86\|37.89\|39.20\|36.88\|1902588;2026-06-15\|40.09\|6.06\|38.20\|40.13\|37.33\|1615102;2026-06-16\|44.10\|10.00\|39.99\|44.10\|39.68\|2013244;2026-06-17\|47.80\|8.39\|45.01\|48.51\|45.01\|2581196;2026-06-18\|52.06\|8.91\|46.90\|52.58\|45.58\|2398026;2026-06-22\|53.30\|2.38\|53.50\|55.00\|51.85\|2135990;2026-06-23\|48.50\|-9.01\|52.00\|52.80\|47.99\|1841495;2026-06-24\|50.23\|3.57\|48.50\|51.61\|48.30\|1636779;2026-06-25\|53.53\|6.57\|51.10\|54.10\|49.00\|1587125;2026-06-26\|51.81\|-3.21\|53.00\|54.79\|49.92\|1420484;2026-06-29\|49.00\|-5.42\|52.00\|53.88\|47.11\|1570358;2026-06-30\|50.95\|3.98\|49.00\|52.30\|48.05\|1190763;2026-07-01\|47.48\|-6.81\|51.70\|53.24\|46.82\|1561240;2026-07-02\|45.41\|-4.36\|45.60\|48.33\|44.56\|1275926;2026-07-03\|46.37\|2.11\|44.40\|47.98\|44.03\|1195782;2026-07-06\|45.29\|-2.33\|47.11\|47.49\|42.01\|1286247;2026-07-07\|42.23\|-6.76\|45.32\|45.62\|41.86\|1107364;2026-07-08\|40.41\|-4.31\|42.70\|43.28\|40.30\|855463;2026-07-09\|44.45\|10.00\|41.50\|44.45\|40.94\|1141263;2026-07-10\|41.13\|-7.47\|45.60\|45.97\|41.05\|1375518
115080	证监会批复同意长鑫科技首次公开发行股票注册	光刻胶原料+风电+券商看好+一季报增长 1、据2026年6月15日互动易，公司高分子特种单体“对叔丁基苯乙烯TBS”可应用于高端光刻胶，现处于送样验证阶段，该产品填补国内空白；此外，2-乙烯基萘亦为光刻胶用原料，正有序推进验证相关工作。 2、据招股说明书及2026年6月12日审核问询函回复，公司主营高分子新材料特种单体，其中甲基苯乙烯主要用于风电电机绝缘系统处理，该领域需求具有刚性。 3、据2026年6月14日东方证券研报，首次覆盖给予“买入”评级，预测公司2026-2028年EPS为0.56、1.16和1.60元，认为产能扩张与技术升级将驱动业绩高速增长。 4、据2026年4月25日公告，公司2026年一季度实现营收3.89亿元，同比增长57.93%；归母净利润8130.15万元，同比增长129.78%。	公司高分子特种单体“对叔丁基苯乙烯TBS”可应用于高端光刻胶，现处于送样验证阶段	2026-03-03\|18.33\|-5.12\|19.42\|19.59\|18.20\|92472;2026-03-04\|18.36\|0.16\|17.94\|18.51\|17.91\|61895;2026-03-05\|18.38\|0.11\|18.57\|18.74\|18.30\|32303;2026-03-06\|18.75\|2.01\|18.29\|18.81\|18.21\|47149;2026-03-09\|18.25\|-2.67\|18.75\|18.75\|17.70\|46652;2026-03-10\|18.70\|2.47\|18.44\|18.72\|18.26\|32500;2026-03-11\|18.86\|0.86\|18.60\|19.04\|18.56\|42943;2026-03-12\|18.76\|-0.53\|18.86\|19.20\|18.65\|44219;2026-03-13\|18.57\|-1.01\|18.65\|18.97\|18.55\|30900;2026-03-16\|18.78\|1.13\|18.50\|18.88\|18.46\|28340;2026-03-17\|18.09\|-3.67\|18.78\|18.82\|18.09\|28376;2026-03-18\|18.70\|3.37\|17.99\|18.77\|17.99\|36624;2026-03-19\|18.07\|-3.37\|18.55\|18.59\|17.95\|29984;2026-03-20\|17.55\|-2.88\|18.00\|18.20\|17.53\|26210;2026-03-23\|16.23\|-7.52\|17.42\|17.42\|16.13\|37873;2026-03-24\|16.84\|3.76\|16.63\|16.84\|16.19\|23014;2026-03-25\|17.19\|2.08\|17.10\|17.36\|16.85\|20072;2026-03-26\|16.90\|-1.69\|17.18\|17.29\|16.78\|20432;2026-03-27\|17.21\|1.83\|16.63\|17.40\|16.62\|16004;2026-03-30\|17.31\|0.58\|16.98\|17.45\|16.96\|22417;2026-03-31\|16.99\|-1.85\|17.27\|17.45\|16.97\|16724;2026-04-01\|17.29\|1.77\|17.22\|17.45\|17.18\|18813;2026-04-02\|17.12\|-0.98\|17.38\|17.38\|17.02\|15599;2026-04-03\|16.99\|-0.76\|17.01\|17.37\|16.95\|21409;2026-04-07\|17.20\|1.24\|17.11\|17.34\|16.99\|15953;2026-04-08\|17.67\|2.73\|17.38\|17.73\|17.38\|27440;2026-04-09\|17.79\|0.68\|17.55\|18.07\|17.49\|32267;2026-04-10\|18.12\|1.85\|17.99\|18.25\|17.79\|27510;2026-04-13\|18.26\|0.77\|18.21\|18.51\|17.99\|35293;2026-04-14\|18.18\|-0.44\|18.41\|18.50\|18.09\|23668;2026-04-15\|18.00\|-0.99\|18.35\|18.36\|17.91\|21471;2026-04-16\|18.00\|0.00\|17.96\|18.12\|17.86\|18167;2026-04-17\|18.26\|1.44\|17.99\|18.37\|17.91\|25718;2026-04-20\|18.18\|-0.44\|18.26\|18.34\|18.09\|22369;2026-04-21\|18.79\|3.36\|18.10\|18.87\|18.10\|44743;2026-04-22\|18.63\|-0.85\|18.61\|18.81\|18.47\|27685;2026-04-23\|18.60\|-0.16\|18.70\|19.11\|18.48\|34230;2026-04-24\|19.53\|5.00\|18.41\|19.85\|18.41\|79930;2026-04-27\|21.48\|9.98\|20.50\|21.48\|20.50\|78688;2026-04-28\|22.50\|4.75\|22.22\|23.27\|21.02\|252476;2026-04-29\|22.66\|0.71\|22.45\|22.98\|22.33\|175575;2026-04-30\|22.07\|-2.60\|22.36\|23.30\|22.07\|108058;2026-05-06\|22.84\|3.49\|22.05\|23.10\|22.00\|130331;2026-05-07\|23.28\|1.93\|22.82\|23.58\|22.51\|90681;2026-05-08\|23.74\|1.98\|23.00\|23.94\|23.00\|84332;2026-05-11\|24.08\|1.43\|23.50\|24.10\|23.15\|76536;2026-05-12\|23.99\|-0.37\|24.08\|24.28\|23.61\|57699;2026-05-13\|24.30\|1.29\|23.79\|24.43\|23.47\|62440;2026-05-14\|24.80\|2.06\|24.50\|26.50\|24.50\|92352;2026-05-15\|25.53\|2.94\|25.10\|25.98\|25.01\|98512;2026-05-18\|27.03\|5.88\|25.07\|27.03\|24.68\|124224;2026-05-19\|28.14\|4.11\|26.49\|28.28\|25.70\|173245;2026-05-20\|28.18\|0.14\|27.17\|29.20\|26.84\|154275;2026-05-21\|25.97\|-7.84\|28.01\|28.66\|25.75\|168857;2026-05-22\|26.39\|1.62\|26.49\|26.96\|25.80\|120028;2026-05-25\|26.93\|2.05\|26.38\|27.59\|26.37\|106893;2026-05-26\|25.84\|-4.05\|26.67\|26.99\|25.22\|118376;2026-05-27\|25.16\|-2.63\|25.67\|26.60\|24.84\|76915;2026-05-28\|25.21\|0.36\|25.02\|25.82\|24.96\|55512;2026-05-29\|24.18\|-4.09\|25.28\|25.40\|24.00\|98906;2026-06-01\|24.23\|0.21\|23.80\|24.74\|23.80\|73656;2026-06-02\|23.86\|-1.53\|24.11\|24.23\|23.22\|51308;2026-06-03\|24.28\|1.76\|23.90\|24.70\|23.87\|51989;2026-06-04\|24.25\|-0.12\|24.03\|24.65\|23.94\|44837;2026-06-05\|24.30\|0.21\|24.04\|24.86\|23.52\|51828;2026-06-08\|23.26\|-4.28\|23.89\|23.90\|23.00\|61199;2026-06-09\|23.68\|1.81\|23.30\|23.91\|23.30\|48371;2026-06-10\|24.83\|4.86\|23.60\|25.23\|23.37\|90691;2026-06-11\|24.45\|-1.53\|24.47\|25.05\|24.05\|59724;2026-06-12\|24.21\|-0.98\|24.76\|25.27\|24.01\|65412;2026-06-15\|25.80\|6.57\|24.40\|25.80\|24.22\|108663;2026-06-16\|28.38\|10.00\|26.11\|28.38\|25.81\|106529;2026-06-17\|28.40\|0.07\|28.10\|28.48\|26.91\|122801;2026-06-18\|28.72\|1.13\|28.26\|28.98\|28.00\|81670;2026-06-22\|29.72\|3.48\|28.75\|30.50\|28.75\|98818;2026-06-23\|30.80\|3.63\|30.35\|31.69\|29.51\|132937;2026-06-24\|30.58\|-0.71\|29.90\|30.72\|28.82\|113314;2026-06-25\|30.72\|0.46\|31.15\|31.19\|29.35\|95314;2026-06-26\|30.83\|0.36\|30.50\|32.20\|30.40\|118650;2026-06-29\|29.76\|-3.47\|30.90\|31.30\|28.82\|118693;2026-06-30\|32.74\|10.01\|29.74\|32.74\|29.71\|56888;2026-07-01\|31.61\|-3.45\|34.00\|34.00\|31.30\|165080;2026-07-02\|31.36\|-0.79\|30.50\|32.70\|30.01\|112254;2026-07-03\|28.87\|-7.94\|30.24\|31.40\|28.87\|117068;2026-07-06\|29.02\|0.52\|29.19\|29.80\|28.20\|83780;2026-07-07\|28.18\|-2.89\|29.00\|29.00\|27.78\|56536;2026-07-08\|27.46\|-2.56\|28.34\|28.56\|26.78\|61586;2026-07-09\|28.20\|2.69\|27.69\|28.22\|27.07\|53180;2026-07-10\|26.80\|-4.96\|28.07\|28.90\|26.80\|81915
115079	证监会批复同意长鑫科技首次公开发行股票注册	锆铪分离+锆系新材+半导体上游+固态电池行业原因： 1、亿纬锂能预计2026年上半年净利润同比增长95%-110%，龙头业绩超预期打响中报预增行情。 2、分析指出，锂电行业供给侧出清成效显现，叠加储能需求爆发及动力电池需求旺季到来，碳酸锂价格重回阶段性高点，产业链供需格局改善，盈利水平企稳回升。公司原因： 1、据浙商证券2026年6月11日研报，截至2026年4月，公司锆铪分离半工业化产线已可连续且稳定产出4N级以上氧氯化铪及氧氯化锆，均为电子级产品，预计投产在即，铪在存储、CPU、GPU中应用大有可为；据2026年5月13日互动易，公司已将部分锆铪产品向下游半导体领域客户送样。 2、据2025年年度报告，公司以自产氯化锆为原料进行固态电解质粉体合成试验，氯化锆作为固态电池核心原料已向下游固态电池工厂小批量供货。 3、据2025年年度报告，公司是全国乃至全球知名的锆系制品生产企业，主要产品包括电熔氧化锆、海绵锆、氧氯化锆及特种陶瓷等，核级海绵锆已进入法马通全球供应链。	1、公司锆铪分离项目正处于项目建设中，现有半工业化产线已实现连续稳定生产，产出的锆铪产品均为4N级以上，并已将部分产品向下游半导体领域客户送样； 2、公司锆基卤化物材料目前已向下游电池企业小批量供货	2026-03-03\|52.66\|6.11\|51.13\|54.59\|51.13\|254893;2026-03-04\|55.41\|5.22\|52.66\|56.90\|52.23\|177156;2026-03-05\|53.27\|-3.86\|54.50\|54.50\|52.45\|134210;2026-03-06\|52.90\|-0.69\|52.69\|53.63\|51.69\|90290;2026-03-09\|50.93\|-3.72\|51.00\|51.50\|49.20\|145697;2026-03-10\|52.32\|2.73\|50.92\|52.57\|50.90\|76035;2026-03-11\|52.29\|-0.06\|52.45\|53.13\|51.77\|83075;2026-03-12\|50.65\|-3.14\|52.37\|52.75\|50.12\|78021;2026-03-13\|50.09\|-1.11\|50.50\|51.18\|49.86\|59561;2026-03-16\|47.55\|-5.07\|49.90\|50.66\|46.46\|145440;2026-03-17\|46.39\|-2.44\|48.50\|48.58\|46.31\|76760;2026-03-18\|46.15\|-0.52\|46.39\|46.73\|45.73\|59636;2026-03-19\|43.20\|-6.39\|46.01\|46.01\|42.82\|104932;2026-03-20\|43.11\|-0.21\|43.58\|44.80\|43.04\|68975;2026-03-23\|40.49\|-6.08\|42.50\|42.98\|40.23\|108824;2026-03-24\|41.11\|1.53\|42.00\|42.00\|39.14\|120954;2026-03-25\|41.98\|2.12\|41.43\|42.30\|41.35\|74684;2026-03-26\|41.04\|-2.24\|42.26\|42.29\|40.80\|48254;2026-03-27\|41.28\|0.58\|40.52\|42.30\|40.18\|75733;2026-03-30\|41.56\|0.68\|41.13\|42.22\|40.40\|65870;2026-03-31\|40.98\|-1.40\|41.73\|42.00\|40.60\|43897;2026-04-01\|42.59\|3.93\|41.70\|43.00\|41.06\|76691;2026-04-02\|40.72\|-4.39\|42.41\|42.55\|40.50\|90804;2026-04-03\|40.26\|-1.13\|40.80\|41.26\|40.06\|54124;2026-04-07\|40.34\|0.20\|40.47\|41.18\|40.15\|42429;2026-04-08\|42.75\|5.97\|41.50\|42.88\|41.33\|87498;2026-04-09\|41.90\|-1.99\|42.88\|42.89\|41.78\|62421;2026-04-10\|42.99\|2.60\|42.80\|43.60\|42.08\|86797;2026-04-13\|42.59\|-0.93\|42.81\|43.33\|41.86\|74018;2026-04-14\|43.64\|2.47\|43.44\|43.72\|42.33\|85396;2026-04-15\|43.28\|-0.82\|43.70\|44.39\|43.10\|90594;2026-04-16\|44.51\|2.84\|43.50\|44.69\|43.12\|73335;2026-04-17\|45.61\|2.47\|44.49\|45.93\|44.28\|97931;2026-04-20\|48.70\|6.77\|45.64\|49.37\|45.62\|138894;2026-04-21\|47.92\|-1.60\|48.30\|48.70\|47.55\|80080;2026-04-22\|48.42\|1.04\|48.40\|48.77\|47.63\|81522;2026-04-23\|48.73\|0.64\|48.20\|49.37\|47.23\|92403;2026-04-24\|48.65\|-0.16\|48.90\|49.00\|47.50\|88032;2026-04-27\|48.73\|0.16\|48.90\|49.48\|47.79\|93187;2026-04-28\|47.00\|-3.55\|48.42\|48.42\|46.73\|91282;2026-04-29\|47.21\|0.45\|46.79\|47.61\|46.76\|55194;2026-04-30\|46.35\|-1.82\|47.50\|47.70\|46.32\|61473;2026-05-06\|45.90\|-0.97\|47.00\|47.25\|45.60\|104524;2026-05-07\|45.89\|-0.02\|46.10\|46.30\|45.07\|79395;2026-05-08\|45.30\|-1.29\|46.00\|46.46\|45.00\|68293;2026-05-11\|45.34\|0.09\|45.30\|46.06\|44.44\|88728;2026-05-12\|44.07\|-2.80\|45.45\|45.87\|43.76\|118555;2026-05-13\|44.02\|-0.11\|44.08\|44.60\|43.70\|84968;2026-05-14\|41.81\|-5.02\|43.83\|44.00\|41.78\|115085;2026-05-15\|42.89\|2.58\|41.96\|44.35\|41.20\|134337;2026-05-18\|42.87\|-0.05\|42.69\|44.09\|42.60\|85247;2026-05-19\|41.57\|-3.03\|42.86\|43.04\|41.35\|87648;2026-05-20\|45.73\|10.01\|41.30\|45.73\|40.96\|179355;2026-05-21\|45.90\|0.37\|48.00\|48.24\|45.58\|195147;2026-05-22\|50.49\|10.00\|46.20\|50.49\|45.80\|215882;2026-05-25\|55.54\|10.00\|53.00\|55.54\|51.12\|305219;2026-05-26\|58.30\|4.97\|55.54\|60.26\|55.54\|358407;2026-05-27\|64.13\|10.00\|58.80\|64.13\|58.73\|211408;2026-05-28\|63.70\|-0.67\|64.68\|66.06\|59.36\|391070;2026-05-29\|58.87\|-7.58\|64.77\|64.78\|58.45\|335935;2026-06-01\|59.53\|1.12\|58.50\|62.87\|58.11\|219586;2026-06-02\|61.79\|3.80\|60.04\|62.60\|59.88\|209137;2026-06-03\|67.97\|10.00\|61.79\|67.97\|61.79\|195963;2026-06-04\|66.90\|-1.57\|69.05\|71.20\|65.00\|375852;2026-06-05\|65.27\|-2.44\|65.00\|67.33\|63.28\|227766;2026-06-08\|63.45\|-2.79\|60.06\|65.72\|60.06\|166584;2026-06-09\|69.80\|10.01\|65.48\|69.80\|64.00\|256456;2026-06-10\|74.79\|7.15\|71.20\|75.09\|70.20\|356548;2026-06-11\|74.39\|-0.53\|73.86\|76.26\|71.25\|291838;2026-06-12\|72.60\|-2.41\|76.00\|79.50\|71.70\|265904;2026-06-15\|75.44\|3.91\|75.43\|76.18\|69.90\|230709;2026-06-16\|82.98\|9.99\|76.00\|82.98\|73.49\|191907;2026-06-17\|79.54\|-4.15\|83.00\|86.00\|77.31\|294793;2026-06-18\|87.49\|9.99\|83.26\|87.49\|83.23\|186814;2026-06-22\|96.24\|10.00\|91.86\|96.24\|90.15\|268160;2026-06-23\|101.07\|5.02\|100.00\|105.86\|96.30\|485240;2026-06-24\|103.81\|2.71\|102.00\|105.85\|96.80\|304704;2026-06-25\|100.48\|-3.21\|104.07\|105.00\|95.80\|287173;2026-06-26\|94.53\|-5.92\|98.43\|98.80\|92.90\|222874;2026-06-29\|95.98\|1.53\|96.22\|98.68\|89.00\|256039;2026-06-30\|96.30\|0.33\|93.98\|98.06\|89.32\|206296;2026-07-01\|94.02\|-2.37\|96.32\|100.15\|91.88\|196092;2026-07-02\|89.60\|-4.70\|89.37\|96.20\|88.88\|196125;2026-07-03\|85.79\|-4.25\|89.23\|89.71\|85.77\|150598;2026-07-06\|81.54\|-4.95\|86.00\|87.55\|80.20\|185654;2026-07-07\|80.68\|-1.05\|80.80\|81.88\|78.64\|134477;2026-07-08\|76.23\|-5.52\|82.00\|82.10\|76.00\|110573;2026-07-09\|79.63\|4.46\|77.68\|80.19\|73.00\|140478;2026-07-10\|73.98\|-7.10\|80.45\|81.91\|73.97\|157023
115078	证监会批复同意长鑫科技首次公开发行股票注册	成套开关设备+应用于集成电路+订单增长行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年5月15日机构调研，截至2026年4月28日公司新签合同订单10.86亿元含税，已超过2025年度全年营业收入金额。 2、据2026年4月29日年报，公司成套开关设备主要客户集中在集成电路、国家电网等领域，凭借项目经验服务于多家国内知名半导体企业。 3、据2026年4月29日年报，公司投资业务通过股权直投及私募基金参与，投资项目涵盖集成电路等领域，并持有江苏容汇通用锂业股份有限公司股权。	公司生产的成套开关设备已应用在中芯国际及其下属公司	2026-03-03\|19.98\|-5.98\|21.20\|21.29\|19.95\|81696;2026-03-04\|20.71\|3.65\|19.81\|21.28\|19.64\|80928;2026-03-05\|20.91\|0.97\|20.95\|21.30\|20.76\|56068;2026-03-06\|21.31\|1.91\|21.14\|21.97\|20.93\|79316;2026-03-09\|21.35\|0.19\|20.88\|21.50\|20.41\|71361;2026-03-10\|21.65\|1.41\|21.30\|21.79\|21.30\|47269;2026-03-11\|21.42\|-1.06\|21.64\|21.79\|21.33\|48157;2026-03-12\|20.66\|-3.55\|21.51\|21.55\|20.52\|62883;2026-03-13\|20.60\|-0.29\|20.80\|20.97\|20.50\|47270;2026-03-16\|20.15\|-2.18\|20.44\|20.54\|19.78\|53392;2026-03-17\|19.54\|-3.03\|20.19\|20.38\|19.54\|45385;2026-03-18\|19.77\|1.18\|19.55\|19.82\|19.41\|23352;2026-03-19\|19.04\|-3.69\|19.47\|19.65\|18.92\|39443;2026-03-20\|18.91\|-0.68\|19.08\|19.56\|18.63\|44259;2026-03-23\|18.05\|-4.55\|18.50\|19.11\|17.92\|56336;2026-03-24\|18.94\|4.93\|18.49\|19.04\|18.17\|47617;2026-03-25\|19.07\|0.69\|19.04\|19.18\|18.87\|37211;2026-03-26\|19.07\|0.00\|19.05\|19.69\|18.85\|62355;2026-03-27\|19.39\|1.68\|18.80\|19.55\|18.63\|43685;2026-03-30\|19.30\|-0.46\|19.04\|19.42\|19.04\|26252;2026-03-31\|19.09\|-1.09\|19.35\|19.39\|18.83\|31055;2026-04-01\|19.52\|2.25\|19.40\|19.84\|19.25\|43899;2026-04-02\|18.87\|-3.33\|19.55\|19.55\|18.75\|35992;2026-04-03\|18.50\|-1.96\|18.87\|19.20\|18.45\|20031;2026-04-07\|18.54\|0.22\|18.58\|18.79\|18.50\|16959;2026-04-08\|19.03\|2.64\|18.88\|19.13\|18.86\|34579;2026-04-09\|18.48\|-2.89\|18.86\|18.99\|18.40\|33294;2026-04-10\|18.79\|1.68\|18.55\|18.89\|18.55\|26704;2026-04-13\|19.22\|2.29\|18.73\|19.65\|18.60\|53480;2026-04-14\|19.20\|-0.10\|19.41\|19.44\|18.92\|34125;2026-04-15\|18.95\|-1.30\|19.35\|19.46\|18.87\|30668;2026-04-16\|19.21\|1.37\|18.94\|19.28\|18.80\|26036;2026-04-17\|19.00\|-1.09\|19.21\|19.24\|18.88\|27263;2026-04-20\|19.35\|1.84\|19.00\|20.05\|18.93\|58639;2026-04-21\|19.22\|-0.67\|19.40\|19.57\|18.97\|27256;2026-04-22\|19.29\|0.36\|19.10\|19.41\|19.00\|27022;2026-04-23\|18.86\|-2.23\|19.30\|19.38\|18.71\|42124;2026-04-24\|18.84\|-0.11\|18.71\|18.98\|18.51\|22091;2026-04-27\|18.59\|-1.33\|18.83\|18.83\|18.30\|29308;2026-04-28\|18.16\|-2.31\|18.56\|18.56\|17.97\|40557;2026-04-29\|17.59\|-3.14\|17.83\|18.03\|17.10\|57377;2026-04-30\|17.74\|0.85\|17.59\|17.74\|17.25\|32939;2026-05-06\|18.06\|1.80\|17.92\|18.47\|17.92\|38929;2026-05-07\|18.22\|0.89\|18.06\|18.27\|17.97\|33690;2026-05-08\|18.29\|0.38\|18.17\|18.40\|18.06\|29285;2026-05-11\|18.52\|1.26\|18.29\|18.73\|18.21\|36356;2026-05-12\|20.37\|9.99\|18.43\|20.37\|18.42\|98433;2026-05-13\|21.37\|4.91\|21.00\|22.41\|20.99\|307203;2026-05-14\|20.40\|-4.54\|20.99\|21.18\|20.40\|191614;2026-05-15\|20.12\|-1.37\|20.36\|20.77\|20.05\|93174;2026-05-18\|20.75\|3.13\|20.08\|21.12\|19.60\|117330;2026-05-19\|20.80\|0.24\|20.76\|21.19\|20.51\|81049;2026-05-20\|21.68\|4.23\|20.80\|21.78\|20.70\|109871;2026-05-21\|20.35\|-6.13\|21.37\|21.73\|20.25\|92774;2026-05-22\|20.35\|0.00\|20.34\|20.70\|20.04\|53663;2026-05-25\|21.06\|3.49\|20.35\|21.68\|20.15\|105722;2026-05-26\|22.12\|5.03\|20.81\|22.34\|20.81\|126747;2026-05-27\|22.12\|0.00\|21.91\|22.83\|21.68\|107262;2026-05-28\|22.00\|-0.54\|22.04\|22.08\|21.39\|72004;2026-05-29\|20.85\|-5.23\|21.85\|22.00\|20.60\|71862;2026-06-01\|20.44\|-1.97\|20.78\|21.68\|20.31\|64211;2026-06-02\|19.45\|-4.84\|20.49\|20.49\|19.38\|67734;2026-06-03\|18.90\|-2.83\|19.37\|19.49\|18.70\|53063;2026-06-04\|18.11\|-4.18\|18.73\|18.73\|17.87\|58866;2026-06-05\|17.85\|-1.44\|18.10\|18.55\|17.20\|46867;2026-06-08\|16.85\|-5.60\|17.50\|18.10\|16.66\|60539;2026-06-09\|17.61\|4.51\|17.09\|18.54\|16.84\|100761;2026-06-10\|16.71\|-5.11\|17.90\|17.90\|16.66\|61039;2026-06-11\|15.94\|-4.61\|16.63\|16.66\|15.86\|50704;2026-06-12\|16.00\|0.38\|16.30\|16.45\|15.84\|32778;2026-06-15\|16.37\|2.31\|16.13\|16.82\|16.11\|37473;2026-06-16\|18.01\|10.02\|16.48\|18.01\|16.32\|68818;2026-06-17\|18.33\|1.78\|18.56\|19.17\|18.16\|102567;2026-06-18\|18.43\|0.55\|18.75\|19.00\|18.18\|71494;2026-06-22\|20.27\|9.98\|18.81\|20.27\|18.81\|61036;2026-06-23\|21.48\|5.97\|20.60\|22.15\|20.60\|182414;2026-06-24\|23.09\|7.50\|21.33\|23.17\|21.16\|155447;2026-06-25\|22.89\|-0.87\|23.56\|24.72\|22.83\|168593;2026-06-26\|21.28\|-7.03\|22.88\|22.93\|21.28\|114988;2026-06-29\|20.78\|-2.35\|21.78\|22.65\|20.59\|105860;2026-06-30\|21.39\|2.94\|21.28\|21.55\|20.57\|85641;2026-07-01\|20.64\|-3.51\|21.20\|21.67\|20.37\|96602;2026-07-02\|20.15\|-2.37\|20.52\|20.64\|20.00\|57576;2026-07-03\|20.20\|0.25\|20.23\|20.91\|19.94\|61220;2026-07-06\|19.56\|-3.17\|20.32\|20.33\|19.11\|51811;2026-07-07\|18.76\|-1.68\|19.24\|19.37\|18.50\|53684;2026-07-08\|18.03\|-3.89\|18.75\|19.00\|18.00\|41479;2026-07-09\|19.83\|9.98\|18.06\|19.83\|18.06\|30735;2026-07-10\|21.81\|9.98\|21.09\|21.81\|20.75\|95315
115077	证监会批复同意长鑫科技首次公开发行股票注册	FCBGA载板+半导体转型+国资背景行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、据2026年4月30日年报，公司确立向半导体领域转型，已参股科睿斯27.41%股权，其FCBGA高端封装基板样品完成生产并推进客户认证，产品用于CPU/GPU/AI芯片封装。 2、据2026年4月30日年报，公司新设微封科技、中天数算两家控股子公司，分别聚焦半导体封测设备与算力服务，2026年将“小步快跑”扩大创新业务收入。 3、据2026年4月30日年报，公司控股股东为东阳市国资办控制的地方国企，可整合国资平台及产业链资源支持半导体布局。	公司布局半导体行业的高端载板、存储封测及智能存储芯片领域	2026-03-03\|29.76\|-3.56\|30.96\|31.48\|29.71\|50305;2026-03-04\|29.79\|0.10\|29.47\|30.27\|29.07\|30287;2026-03-05\|30.10\|1.04\|30.10\|30.87\|29.52\|42446;2026-03-06\|30.50\|1.33\|30.00\|30.87\|29.64\|29944;2026-03-09\|30.25\|-0.82\|30.00\|30.60\|29.27\|35768;2026-03-10\|30.86\|2.02\|30.85\|31.45\|30.43\|35400;2026-03-11\|30.22\|-2.07\|30.83\|30.86\|29.94\|43186;2026-03-12\|28.96\|-4.17\|30.15\|30.36\|28.89\|37764;2026-03-13\|28.15\|-2.80\|28.90\|29.11\|28.08\|26659;2026-03-16\|28.95\|2.84\|28.50\|29.16\|27.97\|28878;2026-03-17\|28.13\|-2.83\|29.17\|29.43\|28.12\|24626;2026-03-18\|28.86\|2.60\|28.42\|29.08\|28.02\|24465;2026-03-19\|28.61\|-0.87\|28.50\|29.34\|28.33\|30646;2026-03-20\|27.41\|-4.19\|28.62\|28.90\|27.40\|26847;2026-03-23\|25.40\|-7.33\|26.92\|27.00\|24.90\|46592;2026-03-24\|26.80\|5.51\|25.88\|26.99\|25.52\|31761;2026-03-25\|26.77\|-0.11\|26.98\|27.00\|26.45\|26260;2026-03-26\|25.52\|-4.67\|26.72\|26.88\|25.29\|33453;2026-03-27\|26.49\|3.80\|24.90\|27.07\|24.77\|37634;2026-03-30\|26.16\|-1.25\|26.29\|26.49\|25.68\|19827;2026-03-31\|25.82\|-1.30\|26.29\|26.91\|25.79\|21579;2026-04-01\|25.90\|0.31\|26.34\|26.52\|25.66\|23575;2026-04-02\|24.94\|-3.71\|25.90\|25.90\|24.76\|22792;2026-04-03\|25.13\|0.76\|25.92\|25.94\|24.42\|26422;2026-04-07\|25.36\|0.92\|25.25\|26.44\|25.00\|25160;2026-04-08\|26.23\|3.43\|25.76\|26.49\|25.76\|26250;2026-04-09\|25.75\|-1.83\|26.02\|26.12\|25.64\|19149;2026-04-10\|25.95\|0.78\|25.91\|26.38\|25.80\|20753;2026-04-13\|25.44\|-1.97\|25.88\|25.96\|25.30\|17971;2026-04-14\|25.90\|1.81\|25.84\|25.90\|25.20\|20058;2026-04-15\|27.13\|4.75\|26.36\|28.49\|25.95\|103541;2026-04-16\|26.63\|-1.84\|27.33\|27.33\|26.25\|62112;2026-04-17\|27.20\|2.14\|26.60\|28.17\|26.50\|53057;2026-04-20\|25.80\|-5.15\|27.03\|27.03\|25.58\|58999;2026-04-21\|25.88\|0.31\|25.82\|26.00\|25.19\|30081;2026-04-22\|26.20\|1.24\|25.50\|26.52\|25.42\|32242;2026-04-23\|25.11\|-4.16\|26.03\|26.20\|24.89\|35715;2026-04-24\|24.85\|-1.04\|25.00\|25.21\|24.58\|19610;2026-04-27\|23.91\|-3.78\|24.27\|24.56\|23.20\|49863;2026-04-28\|26.30\|10.00\|23.85\|26.30\|23.75\|83921;2026-04-29\|26.55\|0.95\|26.20\|26.67\|25.70\|56512;2026-04-30\|29.21\|10.02\|27.62\|29.21\|27.55\|89930;2026-05-06\|32.13\|10.00\|30.60\|32.13\|30.09\|105244;2026-05-07\|32.14\|0.03\|31.20\|33.61\|30.53\|182206;2026-05-08\|31.68\|-1.43\|32.11\|33.47\|31.34\|138147;2026-05-11\|32.26\|1.83\|32.11\|34.20\|32.11\|138349;2026-05-12\|31.61\|-2.01\|32.25\|32.65\|31.00\|102924;2026-05-13\|32.71\|3.48\|31.35\|34.77\|30.89\|191361;2026-05-14\|32.32\|-1.19\|33.26\|33.28\|32.16\|116108;2026-05-15\|32.43\|0.34\|32.31\|33.73\|31.96\|98434;2026-05-18\|34.66\|6.88\|32.60\|35.67\|32.60\|228186;2026-05-19\|33.99\|-1.93\|35.00\|35.65\|33.70\|130378;2026-05-20\|33.80\|-0.56\|34.06\|35.06\|33.51\|158927;2026-05-21\|30.91\|-8.55\|33.48\|34.27\|30.42\|163829;2026-05-22\|32.51\|5.18\|31.20\|33.00\|30.62\|111042;2026-05-25\|31.70\|-2.49\|32.25\|32.58\|31.30\|76478;2026-05-26\|31.15\|-1.74\|31.65\|31.80\|30.70\|59481;2026-05-27\|30.68\|-1.51\|31.43\|33.50\|29.91\|96009;2026-05-28\|29.94\|-2.41\|30.59\|31.30\|29.50\|64849;2026-05-29\|28.88\|-3.54\|29.65\|30.23\|28.51\|73455;2026-06-01\|27.98\|-3.12\|28.62\|29.20\|27.91\|50670;2026-06-02\|27.25\|-2.61\|28.09\|28.36\|26.77\|54733;2026-06-03\|28.44\|4.37\|27.04\|29.90\|26.89\|108059;2026-06-04\|29.90\|5.13\|27.90\|30.47\|27.90\|97843;2026-06-05\|29.10\|-2.68\|29.92\|30.40\|28.03\|70517;2026-06-08\|27.77\|-4.57\|28.10\|28.53\|27.01\|48206;2026-06-09\|27.85\|0.29\|27.85\|28.58\|27.10\|52919;2026-06-10\|28.32\|1.69\|27.82\|29.54\|27.45\|63830;2026-06-11\|27.06\|-4.45\|28.58\|28.88\|26.85\|46912;2026-06-12\|26.77\|-1.07\|27.70\|28.15\|26.70\|60662;2026-06-15\|28.07\|4.86\|26.78\|28.16\|26.75\|59204;2026-06-16\|30.88\|10.01\|28.04\|30.88\|27.70\|77364;2026-06-17\|33.97\|10.01\|31.67\|33.97\|31.17\|221953;2026-06-18\|37.37\|10.01\|35.70\|37.37\|34.81\|208502;2026-06-22\|38.67\|3.48\|37.35\|38.99\|34.93\|235401;2026-06-23\|37.60\|-2.77\|37.35\|38.58\|36.81\|129461;2026-06-24\|37.76\|0.43\|37.28\|38.15\|35.87\|128967;2026-06-25\|37.12\|-1.69\|38.48\|39.38\|35.34\|180114;2026-06-26\|33.87\|-8.76\|36.80\|36.83\|33.80\|103618;2026-06-29\|33.01\|-2.54\|33.89\|34.61\|31.69\|100867;2026-06-30\|34.00\|3.00\|32.68\|36.31\|32.00\|103235;2026-07-01\|33.83\|-0.50\|34.10\|34.24\|32.55\|90624;2026-07-02\|31.05\|-8.22\|33.33\|33.99\|30.90\|92239;2026-07-03\|30.47\|-1.87\|30.98\|31.56\|30.13\|78485;2026-07-06\|33.52\|10.01\|31.02\|33.52\|31.02\|52229;2026-07-07\|30.17\|-9.99\|33.50\|33.59\|30.17\|107517;2026-07-08\|27.33\|-9.41\|28.44\|29.43\|27.15\|134180;2026-07-09\|28.42\|3.99\|27.81\|28.54\|26.21\|123498;2026-07-10\|31.26\|9.99\|28.49\|31.26\|28.48\|68362
115076	证监会批复同意长鑫科技首次公开发行股票注册	MLCC分销+存储芯片+人形机器人行业原因： 1、据财闻6月16日报道，隔夜美股存储赛道全面爆发，西部数据涨超16%创历史新高，美光科技涨超10%，提振A股存储板块情绪。 2、投研机构Aletheia指出，存储器件在AI硬件系统中的综合价值占比，预计将从2025年的40%中段水平跃升至2027年的70%以上，存储正在成为AI硬件系统中最关键的核心组件。公司原因： 1、据2026年6月15日互动易，公司及控股子公司均为村田代理商，分销MLCC等产品，受益于行业景气度回暖，正积极把握市场机遇，争取稳定货源并合理备货。 2、据2025年年度报告及2026年5月15日机构调研，公司AI业务构建了高性能存储器、AI电源模块等专用产品阵容，2025年度AI领域贡献收入9.36亿元，同比猛增1805.52%。 3、据2026年4月22日年报，公司围绕感知、控制等四大维度构建人形机器人产品矩阵，已组建专门业务部门，报告期内人形机器人业务实现百万级以上出货，并与头部厂商建立合作。	公司已取得长江存储及长鑫存储代理资质，主要分销其存储产品	2026-03-03\|42.17\|-6.08\|44.82\|45.36\|42.09\|42560;2026-03-04\|42.07\|-0.24\|41.78\|43.10\|41.78\|28896;2026-03-05\|42.89\|1.95\|43.00\|43.48\|42.52\|26794;2026-03-06\|43.68\|1.84\|42.53\|44.10\|42.53\|25518;2026-03-09\|42.90\|-1.79\|42.66\|43.31\|41.90\|31515;2026-03-10\|44.28\|3.22\|43.69\|44.50\|43.50\|30638;2026-03-11\|43.60\|-1.54\|44.29\|44.45\|43.30\|29153;2026-03-12\|43.03\|-1.31\|43.40\|43.79\|42.60\|32112;2026-03-13\|42.45\|-1.35\|42.71\|43.52\|42.28\|21772;2026-03-16\|50.94\|20.00\|42.43\|50.94\|42.05\|234272;2026-03-17\|52.00\|2.08\|49.01\|52.20\|48.29\|210983;2026-03-18\|52.38\|0.73\|51.81\|55.10\|51.25\|195879;2026-03-19\|50.70\|-3.21\|50.46\|52.80\|50.15\|128850;2026-03-20\|48.95\|-3.45\|50.22\|51.70\|48.90\|103401;2026-03-23\|46.09\|-5.84\|47.78\|48.95\|45.47\|83536;2026-03-24\|48.40\|5.01\|46.34\|49.33\|45.61\|113985;2026-03-25\|49.44\|2.15\|48.40\|50.33\|47.91\|108571;2026-03-26\|47.81\|-3.30\|48.48\|49.65\|47.62\|69006;2026-03-27\|47.51\|-0.63\|47.00\|47.77\|46.10\|52724;2026-03-30\|45.99\|-3.20\|46.50\|46.85\|44.94\|67975;2026-03-31\|43.52\|-5.37\|45.49\|45.79\|43.43\|63385;2026-04-01\|45.66\|4.92\|45.01\|47.98\|45.01\|83412;2026-04-02\|45.49\|-0.37\|45.62\|48.53\|45.10\|88963;2026-04-03\|43.50\|-4.37\|46.50\|46.88\|43.17\|65816;2026-04-07\|44.61\|2.55\|44.32\|45.28\|43.68\|51444;2026-04-08\|50.19\|12.51\|46.30\|50.59\|45.77\|127400;2026-04-09\|52.20\|4.00\|49.00\|54.35\|48.81\|140785;2026-04-10\|53.01\|1.55\|52.03\|54.18\|52.03\|103136;2026-04-13\|52.16\|-1.60\|52.50\|53.67\|51.70\|68385;2026-04-14\|53.90\|3.34\|52.87\|55.32\|52.18\|96340;2026-04-15\|52.39\|-2.80\|53.60\|53.93\|52.23\|57921;2026-04-16\|53.59\|2.29\|52.32\|54.32\|51.86\|56843;2026-04-17\|53.88\|0.54\|53.30\|54.67\|53.13\|52816;2026-04-20\|54.75\|1.61\|54.12\|55.30\|53.50\|83374;2026-04-21\|59.93\|9.46\|54.30\|59.93\|54.30\|157321;2026-04-22\|55.98\|-6.59\|56.56\|56.94\|54.01\|230262;2026-04-23\|54.22\|-3.14\|56.00\|56.78\|54.03\|140571;2026-04-24\|53.59\|-1.16\|53.39\|54.95\|52.90\|96618;2026-04-27\|56.55\|5.52\|53.14\|57.68\|53.14\|142654;2026-04-28\|57.63\|1.91\|57.20\|59.80\|57.09\|115569;2026-04-29\|59.13\|2.60\|57.74\|62.12\|57.45\|106163;2026-04-30\|58.47\|-1.12\|59.30\|59.76\|58.10\|69858;2026-05-06\|62.26\|6.48\|60.19\|63.14\|59.56\|133274;2026-05-07\|64.40\|3.44\|61.61\|64.97\|61.55\|117221;2026-05-08\|64.05\|-0.54\|63.65\|66.28\|63.28\|88026;2026-05-11\|66.50\|3.83\|65.00\|66.94\|64.57\|97783;2026-05-12\|63.58\|-4.39\|65.91\|65.93\|63.10\|87849;2026-05-13\|64.39\|1.27\|63.07\|64.68\|62.28\|67504;2026-05-14\|63.50\|-1.38\|63.69\|65.99\|63.04\|73917;2026-05-15\|62.23\|-2.00\|63.74\|64.58\|61.37\|65350;2026-05-18\|63.40\|1.88\|62.26\|64.43\|62.26\|55730;2026-05-19\|63.10\|-0.47\|62.88\|63.18\|60.86\|50487;2026-05-20\|65.16\|3.26\|62.36\|66.21\|62.36\|73614;2026-05-21\|61.50\|-5.62\|66.16\|67.12\|61.28\|70124;2026-05-22\|64.25\|4.47\|62.73\|64.66\|61.51\|54549;2026-05-25\|68.59\|6.75\|64.90\|69.98\|63.85\|110534;2026-05-26\|67.44\|-1.68\|67.47\|68.37\|63.80\|112223;2026-05-27\|65.50\|-2.88\|67.39\|68.58\|65.08\|75409;2026-05-28\|70.62\|7.82\|65.30\|74.00\|64.81\|158659;2026-05-29\|66.44\|-5.92\|71.30\|72.27\|66.00\|122029;2026-06-01\|64.74\|-2.56\|65.17\|69.51\|64.53\|108635;2026-06-02\|71.47\|10.40\|64.35\|73.88\|64.35\|143383;2026-06-03\|71.61\|0.20\|71.00\|74.80\|69.50\|153012;2026-06-04\|79.30\|10.74\|70.93\|81.68\|70.01\|176902;2026-06-05\|79.84\|0.68\|77.02\|82.88\|74.23\|181351;2026-06-08\|72.42\|-9.29\|74.70\|78.80\|70.80\|139568;2026-06-09\|78.55\|8.46\|73.00\|80.00\|69.12\|180879;2026-06-10\|76.03\|-3.21\|74.60\|80.45\|74.60\|119744;2026-06-11\|73.57\|-3.24\|75.51\|81.60\|73.03\|137157;2026-06-12\|67.69\|-7.99\|75.44\|76.80\|67.56\|157259;2026-06-15\|74.06\|9.41\|69.04\|74.98\|69.04\|129032;2026-06-16\|88.87\|20.00\|74.06\|88.87\|73.00\|138970;2026-06-17\|92.87\|4.50\|89.61\|94.70\|88.90\|236225;2026-06-18\|93.32\|0.48\|91.78\|95.34\|90.60\|176700;2026-06-22\|92.00\|-1.41\|92.80\|94.93\|90.50\|134220;2026-06-23\|87.63\|-4.75\|90.00\|91.42\|86.28\|106100;2026-06-24\|94.29\|7.60\|87.09\|95.00\|87.09\|114750;2026-06-25\|94.02\|-0.29\|97.50\|98.00\|92.56\|106516;2026-06-26\|91.74\|-2.42\|92.62\|94.80\|89.60\|79820;2026-06-29\|93.22\|1.61\|91.74\|99.64\|88.88\|123911;2026-06-30\|95.50\|2.45\|92.61\|96.00\|87.57\|130215;2026-07-01\|100.00\|4.71\|95.20\|100.65\|92.73\|163196;2026-07-02\|89.83\|-10.17\|93.26\|95.49\|89.11\|124456;2026-07-03\|87.11\|-3.03\|89.64\|92.57\|86.89\|105232;2026-07-06\|86.92\|-0.22\|88.35\|91.20\|85.00\|88097;2026-07-07\|82.04\|-5.61\|86.00\|86.53\|79.77\|85697;2026-07-08\|84.04\|2.44\|83.06\|87.60\|76.30\|96584;2026-07-09\|92.84\|10.47\|88.12\|94.90\|86.00\|166022;2026-07-10\|95.60\|2.97\|91.00\|103.63\|91.00\|176184
115075	证监会批复同意长鑫科技首次公开发行股票注册	半导体靶材+存储芯片+央企行业原因：华泰证券指出，存储行业正快速增长，伴随当前晶圆厂、存储企业等扩产，以及芯片向新型存储技术、先进制程、先进封装等发展，全球半导体材料市场有望迎来快速增长。公司原因： 1、据2026年6月17日公告，公司向特定对象发行股票申请已获上海证券交易所审核通过，募集说明书等文件已更新披露。 2、据2026年5月27日互动易，公司控股子公司有研亿金是长江存储、长鑫存储的靶材供应商。 3、据2025年年报，AI算力需求爆发式增长带动公司靶材销售收入同比增长超过50%，全年107款新产品通过验证实现批量销售，重点推进12英寸高端靶材在先进制程领域的应用渗透。 4、据2025年年报，公司最终控制人为国务院国有资产监督管理委员会，具备央企背景。	控股子公司为长江存储、长鑫存储靶材供应商	2026-03-03\|24.14\|-6.25\|25.60\|25.89\|23.98\|680718;2026-03-04\|24.02\|-0.50\|23.71\|24.78\|23.55\|480082;2026-03-05\|23.84\|-0.75\|24.55\|24.63\|23.59\|396508;2026-03-06\|23.46\|-1.59\|23.64\|23.95\|23.40\|301671;2026-03-09\|22.95\|-2.17\|22.98\|23.13\|21.96\|408237;2026-03-10\|23.49\|2.35\|23.36\|23.65\|23.01\|318395;2026-03-11\|23.12\|-1.58\|23.53\|23.90\|23.06\|302531;2026-03-12\|22.60\|-2.25\|23.10\|23.16\|22.35\|259773;2026-03-13\|22.07\|-2.35\|22.42\|22.68\|22.03\|227053;2026-03-16\|22.18\|0.50\|22.00\|22.20\|21.40\|305066;2026-03-17\|21.26\|-4.15\|22.34\|22.37\|21.23\|273508;2026-03-18\|21.48\|1.03\|21.37\|21.55\|21.10\|205011;2026-03-19\|20.86\|-2.89\|21.07\|21.13\|20.76\|224076;2026-03-20\|20.64\|-1.05\|21.23\|21.44\|20.60\|231952;2026-03-23\|19.10\|-7.46\|20.19\|20.23\|18.99\|349585;2026-03-24\|19.60\|2.62\|19.48\|19.67\|18.81\|265026;2026-03-25\|20.42\|4.18\|19.86\|20.67\|19.85\|355671;2026-03-26\|20.05\|-1.81\|20.38\|20.47\|19.95\|202862;2026-03-27\|20.86\|4.04\|19.50\|20.98\|19.48\|338812;2026-03-30\|21.10\|1.15\|20.41\|21.25\|20.40\|296118;2026-03-31\|20.48\|-2.94\|20.92\|20.99\|20.43\|225677;2026-04-01\|20.64\|0.78\|20.89\|20.95\|20.50\|179793;2026-04-02\|20.09\|-2.66\|20.50\|20.60\|19.92\|180645;2026-04-03\|20.28\|0.95\|20.08\|20.60\|19.89\|214295;2026-04-07\|20.30\|0.10\|20.32\|20.56\|20.12\|159756;2026-04-08\|21.31\|4.98\|20.75\|21.34\|20.68\|336851;2026-04-09\|21.36\|0.23\|21.01\|21.48\|20.90\|309812;2026-04-10\|21.75\|1.83\|21.70\|22.20\|21.59\|400139;2026-04-13\|22.63\|4.05\|21.71\|22.77\|21.71\|472916;2026-04-14\|22.78\|0.66\|22.65\|22.89\|22.28\|454687;2026-04-15\|22.06\|-3.16\|22.85\|22.85\|21.95\|441117;2026-04-16\|22.33\|1.22\|21.92\|22.38\|21.78\|300590;2026-04-17\|23.29\|4.30\|22.32\|24.10\|22.25\|578246;2026-04-20\|25.62\|10.00\|23.67\|25.62\|23.58\|1073308;2026-04-21\|24.88\|-2.89\|25.16\|25.53\|24.70\|852011;2026-04-22\|26.80\|7.72\|24.71\|27.30\|24.70\|1116770;2026-04-23\|25.95\|-3.17\|26.82\|27.54\|25.82\|927279;2026-04-24\|26.62\|2.58\|25.73\|27.17\|25.26\|997848;2026-04-27\|26.70\|0.30\|26.90\|27.75\|26.31\|1108219;2026-04-28\|26.63\|-0.26\|26.52\|27.40\|25.75\|887390;2026-04-29\|26.83\|0.75\|26.51\|27.08\|26.19\|632094;2026-04-30\|27.37\|2.01\|26.65\|27.58\|26.65\|881294;2026-05-06\|28.08\|2.59\|28.36\|29.29\|28.03\|1181783;2026-05-07\|29.33\|4.45\|28.29\|29.84\|28.10\|910621;2026-05-08\|30.40\|3.65\|28.60\|31.59\|28.51\|1017690;2026-05-11\|32.87\|8.12\|31.30\|33.44\|31.13\|1302337;2026-05-12\|31.92\|-2.89\|32.87\|32.87\|30.49\|961029;2026-05-13\|31.12\|-2.51\|30.99\|31.92\|30.65\|985116;2026-05-14\|32.29\|3.76\|31.21\|33.42\|30.68\|1292043;2026-05-15\|30.58\|-5.30\|31.98\|32.90\|30.20\|1056797;2026-05-18\|30.62\|0.13\|30.48\|31.81\|30.20\|778212;2026-05-19\|30.61\|-0.03\|30.38\|30.66\|29.53\|669777;2026-05-20\|30.78\|0.56\|30.32\|31.28\|30.18\|674843;2026-05-21\|28.92\|-6.04\|31.48\|31.99\|28.75\|855281;2026-05-22\|29.76\|2.90\|29.00\|30.10\|29.00\|679149;2026-05-25\|30.38\|2.08\|30.21\|30.40\|29.03\|684777;2026-05-26\|29.10\|-4.21\|29.99\|30.00\|28.60\|557714;2026-05-27\|28.13\|-3.33\|29.33\|29.60\|28.01\|548774;2026-05-28\|30.94\|9.99\|28.87\|30.94\|28.50\|1144002;2026-05-29\|28.50\|-7.89\|31.00\|31.60\|28.26\|1016575;2026-06-01\|27.27\|-4.32\|28.50\|28.77\|27.23\|590366;2026-06-02\|27.87\|2.20\|27.59\|28.32\|26.76\|471853;2026-06-03\|29.16\|4.63\|27.80\|30.39\|27.80\|784190;2026-06-04\|29.45\|0.99\|28.58\|29.67\|28.57\|537677;2026-06-05\|29.22\|-0.78\|28.80\|30.36\|28.51\|652190;2026-06-08\|27.75\|-5.03\|27.76\|29.19\|27.49\|541519;2026-06-09\|29.31\|6.00\|28.06\|29.34\|27.24\|582793;2026-06-10\|32.24\|10.00\|28.70\|32.24\|28.70\|1148937;2026-06-11\|34.24\|6.20\|32.43\|35.10\|32.08\|1782000;2026-06-12\|32.99\|-3.65\|35.70\|36.07\|32.45\|1759959;2026-06-15\|35.55\|7.76\|33.18\|35.55\|32.12\|1398256;2026-06-16\|39.11\|10.01\|35.26\|39.11\|35.01\|855289;2026-06-17\|39.79\|1.74\|38.81\|40.78\|38.40\|1675236;2026-06-18\|42.51\|6.84\|38.79\|43.51\|38.79\|1335872;2026-06-22\|46.76\|10.00\|45.22\|46.76\|44.96\|774099;2026-06-23\|48.35\|3.40\|49.01\|50.67\|46.46\|1607867;2026-06-24\|51.76\|7.05\|47.00\|52.22\|45.05\|1537734;2026-06-25\|56.16\|8.50\|51.26\|56.90\|49.80\|1369640;2026-06-26\|60.76\|8.19\|56.15\|61.63\|54.80\|1443577;2026-06-29\|66.27\|9.07\|58.98\|66.29\|57.60\|1557780;2026-06-30\|66.60\|0.50\|64.52\|69.40\|59.66\|1448754;2026-07-01\|59.94\|-10.00\|64.00\|69.00\|59.94\|1433477;2026-07-02\|57.81\|-3.55\|53.95\|62.77\|53.95\|1427400;2026-07-03\|54.30\|-6.07\|57.00\|58.33\|53.47\|1295548;2026-07-06\|50.89\|-6.28\|55.33\|55.99\|50.53\|1097054;2026-07-07\|55.98\|10.00\|51.59\|55.98\|50.46\|833797;2026-07-08\|53.98\|-3.57\|57.80\|59.95\|53.20\|1391207;2026-07-09\|59.38\|10.00\|55.25\|59.38\|53.80\|1318474;2026-07-10\|60.00\|1.04\|62.00\|64.13\|59.67\|1611161
115074	证监会批复同意长鑫科技首次公开发行股票注册	LED+智能照明+国企改革行业原因： 5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。兴业证券研报指出，AI算力迭代驱动先进封装变革，玻璃基板迎来2026产业元年。公司原因： 1、据2025年1月16日互动易，公司控股子公司国星光电旗下全资子公司国星半导体，主要从事研发、生产、销售可用于照明、显示、背光的氮化镓基LED芯片。 2、据佛山照明官微2026年6月15日报道，公司于6月10日至11日携智慧建筑照明及能源托管综合解决方案亮相2026广东省建筑电气与智能化年会，展示了扶光高端酒店系列产品及智慧道路、园区照明等系统性解决方案与案例。 3、据2026年4月17日年报，公司最终控制人为广东省人民政府国有资产监督管理委员会，具备国企改革属性。	控股子公司国星光电旗下全资子公司国星半导体，主要从事研发、生产、销售可用于照明、显示、背光的氮化镓基LED芯片	2026-03-03\|6.12\|-2.86\|6.32\|6.38\|6.05\|174847;2026-03-04\|5.97\|-2.45\|6.10\|6.12\|5.92\|165670;2026-03-05\|6.26\|4.86\|6.04\|6.34\|6.03\|289366;2026-03-06\|6.15\|-1.76\|6.21\|6.24\|6.09\|193689;2026-03-09\|6.09\|-0.98\|6.09\|6.12\|5.99\|160714;2026-03-10\|6.11\|0.33\|6.10\|6.14\|6.09\|100635;2026-03-11\|6.18\|1.15\|6.10\|6.19\|6.05\|137364;2026-03-12\|6.17\|-0.16\|6.15\|6.25\|6.14\|109877;2026-03-13\|6.13\|-0.65\|6.13\|6.23\|6.11\|121731;2026-03-16\|6.22\|1.47\|6.15\|6.31\|6.14\|170680;2026-03-17\|6.10\|-1.93\|6.23\|6.23\|6.09\|126569;2026-03-18\|6.10\|0.00\|6.11\|6.13\|6.04\|94763;2026-03-19\|5.98\|-1.97\|6.05\|6.08\|5.97\|110016;2026-03-20\|5.82\|-2.68\|6.00\|6.01\|5.80\|122524;2026-03-23\|5.46\|-6.19\|5.70\|5.71\|5.42\|165603;2026-03-24\|5.64\|3.30\|5.55\|5.65\|5.48\|89784;2026-03-25\|5.71\|1.24\|5.65\|5.71\|5.63\|81970;2026-03-26\|5.63\|-1.40\|5.71\|5.74\|5.62\|67722;2026-03-27\|5.67\|0.71\|5.61\|5.68\|5.57\|54783;2026-03-30\|5.64\|-0.53\|5.62\|5.66\|5.53\|54393;2026-03-31\|5.62\|-0.35\|5.63\|5.71\|5.60\|58082;2026-04-01\|5.66\|0.71\|5.68\|5.71\|5.62\|59137;2026-04-02\|5.57\|-1.59\|5.64\|5.67\|5.54\|60913;2026-04-03\|5.46\|-1.97\|5.60\|5.60\|5.45\|57316;2026-04-07\|5.53\|1.28\|5.47\|5.55\|5.45\|41025;2026-04-08\|5.70\|3.07\|5.60\|5.70\|5.60\|66958;2026-04-09\|5.64\|-1.05\|5.67\|5.69\|5.61\|53372;2026-04-10\|5.67\|0.53\|5.66\|5.72\|5.65\|45778;2026-04-13\|5.67\|0.00\|5.67\|5.69\|5.63\|36749;2026-04-14\|5.69\|0.35\|5.70\|5.72\|5.63\|38163;2026-04-15\|5.68\|-0.18\|5.69\|5.71\|5.67\|47178;2026-04-16\|5.70\|0.35\|5.67\|5.71\|5.65\|57692;2026-04-17\|5.70\|0.00\|5.70\|5.72\|5.62\|74884;2026-04-20\|5.70\|0.00\|5.70\|5.71\|5.66\|61455;2026-04-21\|5.70\|0.00\|5.68\|5.71\|5.66\|55776;2026-04-22\|5.71\|0.18\|5.69\|5.71\|5.65\|57312;2026-04-23\|5.64\|-1.23\|5.69\|5.73\|5.63\|89086;2026-04-24\|5.67\|0.53\|5.62\|5.69\|5.56\|99231;2026-04-27\|5.72\|0.88\|5.67\|5.77\|5.61\|93515;2026-04-28\|5.59\|-2.27\|5.67\|5.69\|5.58\|114542;2026-04-29\|5.66\|1.25\|5.59\|5.68\|5.56\|60238;2026-04-30\|5.66\|0.00\|5.67\|5.69\|5.63\|39988;2026-05-06\|5.71\|0.88\|5.67\|5.72\|5.67\|66069;2026-05-07\|5.71\|0.00\|5.70\|5.76\|5.69\|72036;2026-05-08\|5.77\|1.05\|5.73\|5.77\|5.68\|80294;2026-05-11\|5.74\|-0.52\|5.79\|5.85\|5.70\|80923;2026-05-12\|5.61\|-2.26\|5.73\|5.74\|5.59\|104280;2026-05-13\|5.59\|-0.36\|5.61\|5.63\|5.54\|97408;2026-05-14\|5.48\|-1.97\|5.59\|5.59\|5.48\|93467;2026-05-15\|5.37\|-2.01\|5.47\|5.50\|5.35\|112285;2026-05-18\|5.27\|-1.86\|5.37\|5.37\|5.20\|113063;2026-05-19\|5.29\|0.38\|5.27\|5.30\|5.20\|84081;2026-05-20\|5.14\|-2.84\|5.30\|5.30\|5.13\|92410;2026-05-21\|5.11\|-0.58\|5.17\|5.27\|5.09\|115067;2026-05-22\|5.18\|1.37\|5.11\|5.27\|4.98\|196333;2026-05-25\|5.05\|-2.51\|5.13\|5.16\|5.02\|128737;2026-05-26\|4.98\|-1.39\|5.03\|5.11\|4.94\|128924;2026-05-27\|4.91\|-1.41\|4.99\|5.02\|4.89\|109224;2026-05-28\|4.95\|0.81\|4.92\|4.97\|4.86\|84247;2026-05-29\|4.96\|0.20\|4.95\|5.03\|4.92\|95843;2026-06-01\|5.05\|1.81\|4.96\|5.05\|4.92\|76710;2026-06-02\|5.03\|-0.40\|5.05\|5.06\|4.99\|75620;2026-06-03\|5.03\|0.00\|5.02\|5.06\|4.98\|73141;2026-06-04\|5.00\|-0.60\|5.00\|5.07\|4.95\|87084;2026-06-05\|5.01\|0.20\|4.97\|5.05\|4.96\|92257;2026-06-08\|4.83\|-3.59\|4.95\|4.96\|4.80\|124870;2026-06-09\|4.87\|0.83\|4.85\|4.90\|4.81\|55007;2026-06-10\|4.81\|-1.23\|4.88\|4.88\|4.77\|58688;2026-06-11\|4.71\|-2.08\|4.80\|4.81\|4.67\|78871;2026-06-12\|4.78\|1.49\|4.72\|4.82\|4.69\|76154;2026-06-15\|4.83\|1.05\|4.79\|4.88\|4.77\|58312;2026-06-16\|5.31\|9.94\|4.85\|5.31\|4.84\|351959;2026-06-17\|5.12\|-3.58\|5.24\|5.30\|5.12\|392252;2026-06-18\|5.04\|-1.56\|5.08\|5.10\|4.97\|184969;2026-06-22\|5.05\|0.20\|5.08\|5.13\|4.88\|179620;2026-06-23\|5.11\|1.19\|5.00\|5.26\|4.98\|186388;2026-06-24\|4.97\|-2.74\|5.09\|5.10\|4.91\|140236;2026-06-25\|5.03\|1.21\|4.95\|5.03\|4.89\|107782;2026-06-26\|5.14\|2.19\|5.01\|5.23\|4.90\|223186;2026-06-29\|5.29\|2.92\|5.10\|5.35\|5.09\|239454;2026-06-30\|5.46\|4.20\|5.23\|5.48\|5.13\|282199;2026-07-01\|5.35\|-2.01\|5.42\|5.42\|5.26\|231544;2026-07-02\|5.23\|-2.24\|5.24\|5.35\|5.21\|158381;2026-07-03\|5.24\|0.19\|5.21\|5.28\|5.21\|92360;2026-07-06\|5.18\|-1.15\|5.26\|5.27\|5.17\|101887;2026-07-07\|5.04\|-2.70\|5.15\|5.16\|5.01\|96712;2026-07-08\|5.02\|-0.40\|5.00\|5.05\|4.96\|68453;2026-07-09\|4.91\|-2.19\|5.00\|5.04\|4.86\|110517;2026-07-10\|4.98\|1.43\|4.89\|5.04\|4.87\|87618
115073	证监会批复同意长鑫科技首次公开发行股票注册	半导体洁净室+中国电子云增资+AI算力行业原因：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6月9日深桑达A官微，公司作为中国电子信息产业建设主力军，深度参与半导体产业全链布局，旗下子公司承建华虹无锡FAB9B项目洁净室及一般机电系统工程等项目；据2025年年度报告，公司洁净室整体解决方案业务营收超398亿元，在电子信息行业中保持国内领先优势。 2、据2026年6月9日公告，公司拟与中国电子云公司其他股东同步增资，增资金额合计不超过10亿元，旨在推动其在专属云与人工智能解决方案领域的业务发展。 3、据2025年半年报，公司自主研发了专属云平台软件CECSTACK、服务器虚拟化软件CeaSphere、新一代超融合产品CeaCube以及存算一体机等核心产品，建立了基于云原生技术架构的完整云产品体系，为客户建设高安全算力基础设施，输出多元异构混合算力、先进存力和高效运载力。 4、据2025年年度报告，公司实控人为中国电子信息产业集团有限公司，隶属国务院国资委。	1、公司作为中国电子信息产业建设主力军，深度参与半导体产业全链布局，旗下子公司承建华虹无锡FAB9B项目洁净室及一般机电系统工程等项目； 2、数字基础设施和数据资源体系的建设者和运营商；公司与百川智能、智谱 AI、中科闻歌等国内头部大模型公司建立生态合作关系，从技术、算力、商业化、产业落地等层面深入合作，推动中国电子云可信智算战略落地实现	2026-03-03\|18.41\|-6.60\|19.71\|19.73\|18.39\|337730;2026-03-04\|18.12\|-1.58\|18.16\|18.50\|18.03\|182091;2026-03-05\|18.66\|2.98\|18.43\|18.85\|18.13\|217095;2026-03-06\|18.96\|1.61\|18.48\|19.20\|18.42\|198735;2026-03-09\|19.14\|0.95\|18.71\|19.27\|18.17\|241712;2026-03-10\|19.20\|0.31\|19.51\|20.29\|18.97\|313690;2026-03-11\|18.82\|-1.98\|19.20\|19.39\|18.80\|226069;2026-03-12\|18.59\|-1.22\|18.80\|19.04\|18.38\|175482;2026-03-13\|17.74\|-4.57\|18.46\|18.46\|17.70\|272293;2026-03-16\|17.62\|-0.68\|17.71\|17.72\|17.26\|136032;2026-03-17\|17.57\|-0.28\|17.70\|18.08\|17.45\|151438;2026-03-18\|18.09\|2.96\|17.56\|18.36\|17.41\|242555;2026-03-19\|18.96\|4.81\|17.70\|19.90\|17.66\|808758;2026-03-20\|18.13\|-4.38\|19.33\|19.45\|18.09\|476451;2026-03-23\|17.18\|-5.24\|17.80\|18.40\|17.05\|352156;2026-03-24\|18.15\|5.65\|17.42\|18.41\|16.94\|415889;2026-03-25\|18.42\|1.49\|18.17\|18.95\|18.17\|290329;2026-03-26\|18.43\|0.05\|18.37\|19.15\|18.33\|365996;2026-03-27\|18.76\|1.79\|18.27\|18.85\|18.16\|231896;2026-03-30\|19.07\|1.65\|18.40\|19.65\|17.88\|424469;2026-03-31\|18.06\|-5.30\|18.83\|19.13\|18.04\|321355;2026-04-01\|18.30\|1.33\|18.43\|18.56\|18.00\|238943;2026-04-02\|17.50\|-4.37\|18.11\|18.18\|17.40\|244527;2026-04-03\|17.14\|-2.06\|17.59\|17.62\|17.01\|159210;2026-04-07\|16.83\|-1.81\|17.18\|17.25\|16.66\|184394;2026-04-08\|18.30\|8.73\|17.45\|18.37\|17.32\|377276;2026-04-09\|17.68\|-3.39\|18.10\|18.21\|17.55\|202877;2026-04-10\|17.89\|1.19\|17.86\|18.32\|17.75\|214491;2026-04-13\|18.08\|1.06\|17.69\|18.30\|17.66\|145082;2026-04-14\|18.67\|3.26\|18.29\|19.13\|18.28\|345925;2026-04-15\|18.60\|-0.37\|18.59\|19.22\|18.40\|278348;2026-04-16\|19.02\|2.26\|18.61\|19.20\|18.61\|243636;2026-04-17\|18.55\|-2.47\|18.80\|18.96\|18.51\|201651;2026-04-20\|18.76\|1.13\|18.50\|19.04\|18.49\|161481;2026-04-21\|18.18\|-3.09\|18.59\|18.65\|18.03\|211169;2026-04-22\|18.43\|1.38\|18.25\|18.55\|18.00\|176632;2026-04-23\|18.32\|-0.60\|18.42\|18.63\|18.18\|152728;2026-04-24\|17.92\|-2.18\|18.19\|18.30\|17.65\|189241;2026-04-27\|17.98\|0.33\|17.76\|18.20\|17.50\|169371;2026-04-28\|17.87\|-0.61\|17.80\|18.18\|17.48\|195299;2026-04-29\|17.79\|-0.45\|17.89\|17.98\|17.68\|139835;2026-04-30\|17.34\|-2.53\|17.77\|17.83\|17.24\|198175;2026-05-06\|17.84\|2.88\|17.42\|18.18\|17.42\|288325;2026-05-07\|18.22\|2.13\|18.00\|18.32\|17.99\|184174;2026-05-08\|18.29\|0.38\|18.10\|18.47\|17.91\|166899;2026-05-11\|19.06\|4.21\|18.51\|19.26\|18.17\|419285;2026-05-12\|18.82\|-1.26\|19.00\|19.26\|18.70\|216025;2026-05-13\|19.25\|2.28\|18.65\|19.46\|18.62\|300378;2026-05-14\|18.35\|-4.68\|19.38\|19.45\|18.35\|246083;2026-05-15\|18.39\|0.22\|18.31\|18.74\|18.21\|209669;2026-05-18\|18.90\|2.77\|18.77\|19.33\|18.70\|310624;2026-05-19\|19.63\|3.86\|18.90\|19.96\|18.80\|377340;2026-05-20\|20.00\|1.88\|19.97\|21.35\|19.75\|522506;2026-05-21\|19.13\|-4.35\|20.18\|20.44\|19.04\|409826;2026-05-22\|19.19\|0.31\|19.25\|19.46\|18.50\|355022;2026-05-25\|18.90\|-1.51\|19.19\|19.26\|18.51\|264947;2026-05-26\|18.31\|-3.12\|18.77\|18.79\|17.87\|287253;2026-05-27\|17.45\|-4.70\|18.17\|18.43\|17.41\|259095;2026-05-28\|17.63\|1.03\|17.45\|17.73\|17.00\|287281;2026-05-29\|16.47\|-6.58\|17.63\|17.75\|16.33\|337106;2026-06-01\|16.49\|0.12\|16.47\|16.90\|16.34\|195611;2026-06-02\|16.04\|-2.73\|16.49\|16.60\|15.77\|205422;2026-06-03\|15.94\|-0.50\|15.97\|16.28\|15.81\|165300;2026-06-04\|16.36\|2.63\|15.89\|17.34\|15.66\|309954;2026-06-05\|15.90\|-2.81\|16.46\|16.48\|15.90\|229122;2026-06-08\|15.10\|-5.03\|15.49\|15.73\|14.96\|200907;2026-06-09\|15.54\|2.91\|15.33\|15.65\|15.15\|145870;2026-06-10\|15.64\|0.64\|15.43\|16.54\|15.35\|225518;2026-06-11\|17.20\|9.97\|15.80\|17.20\|15.46\|364211;2026-06-12\|18.92\|10.00\|17.40\|18.92\|16.60\|1055556;2026-06-15\|20.81\|9.99\|19.20\|20.81\|18.75\|1004809;2026-06-16\|22.89\|10.00\|21.47\|22.89\|20.99\|1010397;2026-06-17\|23.22\|1.44\|23.21\|23.72\|21.80\|1604795;2026-06-18\|24.60\|5.94\|23.35\|25.54\|23.23\|1473955;2026-06-22\|24.59\|-0.04\|24.46\|25.20\|23.90\|909448;2026-06-23\|23.04\|-6.30\|24.80\|24.80\|22.51\|835196;2026-06-24\|25.34\|9.98\|23.39\|25.34\|22.98\|1042993;2026-06-25\|25.68\|1.34\|26.48\|27.19\|24.50\|1103243;2026-06-26\|24.22\|-5.69\|25.39\|25.74\|24.17\|829466;2026-06-29\|24.08\|-0.58\|24.98\|25.22\|22.39\|856146;2026-06-30\|24.95\|3.61\|24.05\|25.48\|23.76\|686622;2026-07-01\|24.00\|-3.81\|25.19\|25.60\|23.82\|645627;2026-07-02\|21.90\|-8.75\|23.04\|23.52\|21.60\|685149;2026-07-03\|20.97\|-4.25\|21.63\|22.10\|20.87\|496027;2026-07-06\|21.28\|1.48\|20.97\|21.68\|20.05\|575923;2026-07-07\|21.36\|0.38\|21.46\|22.39\|20.82\|602638;2026-07-08\|21.04\|-1.50\|21.70\|22.00\|20.43\|469756;2026-07-09\|22.42\|6.56\|21.50\|23.14\|21.50\|916185;2026-07-10\|21.68\|-3.30\|22.10\|23.50\|21.66\|697951
115072	台积电披露行业技术应用进展	涨停揭秘：布局航天级超薄玻璃（UTG）光伏封装方案，适配长征系列火箭密集首飞及英伟达‘太空计算’平台对高可靠性封装材料的需求；涨停缘由：航天产业化提速拉动高端封装材料需求；UTG在光伏BIPV及卫星载荷领域应用拓展；特斯拉中国光伏设备采购预期升温；资金逻辑：资金借势航天+光伏双热点轮动，叠加UTG技术稀缺性，吸引主题资金快速聚集；风险提示：航天级UTG认证周期长，量产规模有限，光伏封装业务占比仍较低，短期难成业绩支柱	公司此前将TGV玻璃基板、HDD玻璃硬盘作为重点研发方向，并作为主要起草单位参与了《3D封装玻璃通孔（TGV）工艺技术规范》团体标准的制定	2026-03-03\|32.51\|-4.24\|33.93\|34.22\|32.38\|789445;2026-03-04\|32.06\|-1.38\|32.07\|32.75\|31.66\|610588;2026-03-05\|32.39\|1.03\|32.70\|32.95\|32.15\|475695;2026-03-06\|32.41\|0.06\|32.22\|32.58\|31.95\|409327;2026-03-09\|31.45\|-2.96\|31.70\|31.70\|30.60\|617820;2026-03-10\|32.56\|3.53\|32.01\|32.87\|32.00\|580495;2026-03-11\|32.49\|-0.21\|32.44\|33.29\|32.36\|544582;2026-03-12\|32.02\|-1.45\|32.33\|32.79\|31.72\|451199;2026-03-13\|31.51\|-1.59\|31.80\|32.03\|31.43\|360302;2026-03-16\|31.19\|-1.02\|31.50\|31.63\|30.63\|398318;2026-03-17\|30.56\|-2.02\|31.50\|31.77\|30.52\|441544;2026-03-18\|30.63\|0.23\|30.78\|30.87\|30.18\|392729;2026-03-19\|29.73\|-2.94\|30.12\|30.21\|29.54\|510770;2026-03-20\|29.35\|-1.28\|29.90\|30.18\|29.32\|431161;2026-03-23\|27.88\|-5.01\|28.80\|28.98\|27.60\|688094;2026-03-24\|28.00\|0.43\|28.38\|28.50\|27.26\|461653;2026-03-25\|29.40\|5.00\|28.30\|29.80\|28.30\|762030;2026-03-26\|28.95\|-1.53\|29.42\|30.10\|28.84\|610509;2026-03-27\|28.70\|-0.86\|28.51\|29.11\|28.28\|423583;2026-03-30\|28.30\|-1.39\|28.16\|28.35\|27.67\|492467;2026-03-31\|27.98\|-1.13\|28.31\|28.91\|27.97\|479032;2026-04-01\|28.62\|2.29\|28.74\|29.26\|28.37\|582477;2026-04-02\|27.48\|-3.98\|28.40\|28.49\|27.12\|527485;2026-04-03\|27.92\|1.60\|27.70\|28.65\|27.15\|587528;2026-04-07\|28.29\|1.33\|28.60\|29.19\|28.06\|682236;2026-04-08\|29.97\|5.94\|28.97\|29.97\|28.80\|1086302;2026-04-09\|29.67\|-1.00\|29.31\|30.19\|29.02\|776955;2026-04-10\|30.13\|1.55\|30.07\|30.79\|29.83\|918777;2026-04-13\|29.71\|-1.39\|29.75\|30.13\|29.45\|763049;2026-04-14\|30.15\|1.48\|30.07\|30.50\|29.76\|776606;2026-04-15\|29.59\|-1.86\|30.40\|30.52\|29.36\|807023;2026-04-16\|25.64\|-13.35\|26.99\|27.18\|24.94\|2448675;2026-04-17\|25.99\|1.37\|25.46\|26.50\|25.31\|1407541;2026-04-20\|27.20\|4.66\|26.88\|27.81\|26.88\|1571331;2026-04-21\|26.84\|-1.32\|27.06\|27.10\|26.32\|877209;2026-04-22\|27.25\|1.53\|26.60\|27.34\|26.57\|843336;2026-04-23\|26.60\|-2.39\|27.20\|27.32\|26.40\|729269;2026-04-24\|25.96\|-2.41\|26.44\|26.65\|25.60\|589932;2026-04-27\|26.71\|2.89\|25.93\|26.92\|25.89\|707392;2026-04-28\|25.62\|-4.08\|26.50\|26.56\|25.50\|726295;2026-04-29\|25.82\|0.78\|25.37\|25.91\|25.30\|528026;2026-04-30\|25.69\|-0.50\|25.72\|25.85\|25.34\|499004;2026-05-06\|26.62\|3.62\|25.90\|26.88\|25.90\|902711;2026-05-07\|27.62\|3.76\|26.99\|27.80\|26.61\|971375;2026-05-08\|28.55\|3.37\|27.40\|28.75\|27.16\|1230763;2026-05-11\|30.82\|7.95\|28.86\|31.16\|28.66\|1869653;2026-05-12\|30.48\|-1.10\|30.25\|30.65\|29.69\|1292718;2026-05-13\|32.69\|7.25\|30.09\|33.14\|29.89\|1810127;2026-05-14\|32.31\|-1.16\|32.70\|33.50\|31.60\|1767367;2026-05-15\|34.21\|5.88\|34.00\|35.00\|33.16\|2626004;2026-05-18\|38.70\|13.12\|35.35\|40.50\|34.40\|3221783;2026-05-19\|37.96\|-1.91\|38.00\|39.42\|37.01\|2399764;2026-05-20\|36.31\|-4.35\|37.20\|37.48\|36.10\|1909340;2026-05-21\|36.51\|0.55\|36.99\|38.12\|35.75\|2363901;2026-05-22\|38.40\|5.18\|35.86\|38.55\|35.26\|2220880;2026-05-25\|39.52\|2.92\|38.60\|40.47\|38.60\|2199453;2026-05-26\|38.48\|-2.63\|39.01\|39.36\|37.40\|1572084;2026-05-27\|40.28\|4.68\|38.10\|41.00\|37.45\|2163896;2026-05-28\|40.23\|-0.12\|39.80\|41.70\|39.50\|1918413;2026-05-29\|40.50\|0.67\|39.90\|41.30\|38.13\|1979247;2026-06-01\|41.83\|3.28\|40.71\|42.88\|39.90\|2159002;2026-06-02\|41.23\|-1.43\|41.68\|43.00\|40.30\|1730263;2026-06-03\|44.39\|7.66\|41.10\|46.80\|40.29\|2858563;2026-06-04\|43.64\|-1.69\|44.03\|45.17\|43.05\|1779391;2026-06-05\|45.61\|4.51\|43.11\|47.79\|41.99\|2301436;2026-06-08\|42.64\|-6.51\|43.20\|45.40\|42.57\|1984135;2026-06-09\|44.78\|5.02\|43.41\|45.24\|40.76\|2089711;2026-06-10\|42.11\|-5.96\|43.52\|43.80\|40.80\|1800967;2026-06-11\|42.68\|1.35\|41.18\|42.93\|40.62\|1391332;2026-06-12\|41.14\|-3.61\|44.00\|47.55\|41.13\|2312564;2026-06-15\|45.98\|11.76\|43.10\|46.46\|42.18\|2320500;2026-06-16\|48.35\|5.15\|45.33\|50.60\|45.30\|2406560;2026-06-17\|51.21\|5.92\|47.80\|51.65\|47.80\|1970201;2026-06-18\|55.77\|8.90\|51.24\|58.01\|51.24\|2160358;2026-06-22\|53.81\|-3.51\|56.89\|57.10\|53.40\|2496356;2026-06-23\|53.32\|-0.91\|53.80\|56.25\|52.51\|1903093;2026-06-24\|52.92\|-0.75\|52.26\|53.96\|50.39\|1746077;2026-06-25\|55.72\|5.29\|53.86\|58.50\|52.82\|2142999;2026-06-26\|55.59\|-0.23\|54.32\|57.48\|53.00\|1857354;2026-06-29\|51.83\|-6.76\|56.58\|57.00\|50.40\|1950390;2026-06-30\|53.66\|3.53\|52.00\|54.80\|49.69\|1662137;2026-07-01\|53.42\|-0.45\|53.80\|56.41\|52.68\|1550203;2026-07-02\|50.69\|-5.11\|51.30\|54.55\|49.78\|1427952;2026-07-03\|52.42\|3.41\|51.21\|53.38\|50.00\|1329898;2026-07-06\|51.31\|-1.27\|51.30\|53.28\|50.08\|1102384;2026-07-07\|51.85\|1.05\|51.37\|53.20\|50.70\|1226272;2026-07-08\|46.05\|-11.19\|51.07\|51.34\|45.06\|1871542;2026-07-09\|46.73\|1.48\|46.35\|46.89\|43.63\|1785474;2026-07-10\|43.64\|-6.61\|46.33\|47.12\|43.60\|1474420
115071	台积电披露行业技术应用进展	玻璃基板+芯片封装+显示面板行业原因： 1、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。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年6月29日财闻报道，康宁公司发布玻璃基光互连方案Glass Bridge，有效解决CPO量产中的耦合良率与信号损耗问题，确立其作为高速光模块关键基材的地位，带动玻璃基板概念热度提升；据上证报2026年6月28日报道，彩虹股份作为上游材料环节主要提供高世代无碱玻璃原片及超薄玻璃材料。 2、据2026年5月20日互动易，公司2025年报披露的封装玻璃料方是指可用于芯片封装用玻璃基板的料方，料方研发已取得突破；但据2026年6月18日公告，相关产品尚处于研发阶段，没有产品进入半导体封装相关领域的测试。 3、公司是国内首家具备G8.5+基板玻璃量产供应能力的企业，主营业务为基板玻璃与显示面板的研发、生产与销售，形成了“面板+基板”上下游产业联动布局，显示面板产品涵盖32至100寸电视显示屏。	此前美国认定公司自主研发的“616”新料方玻璃基板不侵犯美国康宁公司专利	2026-03-03\|6.65\|-5.00\|7.00\|7.03\|6.61\|427161;2026-03-04\|6.40\|-3.76\|6.56\|6.85\|6.39\|474515;2026-03-05\|6.76\|5.62\|6.52\|6.95\|6.51\|637087;2026-03-06\|6.48\|-4.14\|6.67\|6.68\|6.38\|677043;2026-03-09\|6.31\|-2.62\|6.39\|6.40\|6.07\|479991;2026-03-10\|6.46\|2.38\|6.39\|6.54\|6.37\|337358;2026-03-11\|6.42\|-0.62\|6.43\|6.51\|6.35\|322836;2026-03-12\|6.42\|0.00\|6.40\|6.53\|6.37\|230891;2026-03-13\|6.45\|0.47\|6.38\|6.60\|6.35\|368250;2026-03-16\|6.40\|-0.78\|6.45\|6.46\|6.26\|322229;2026-03-17\|6.32\|-1.25\|6.41\|6.57\|6.31\|327456;2026-03-18\|6.26\|-0.95\|6.31\|6.38\|6.18\|239137;2026-03-19\|6.05\|-3.35\|6.18\|6.19\|6.02\|270222;2026-03-20\|5.97\|-1.32\|6.08\|6.16\|5.97\|222737;2026-03-23\|5.68\|-4.86\|5.90\|5.91\|5.64\|295951;2026-03-24\|5.81\|2.29\|5.79\|5.82\|5.65\|176741;2026-03-25\|5.78\|-0.52\|5.82\|5.87\|5.76\|236693;2026-03-26\|5.68\|-1.73\|5.77\|5.82\|5.66\|169566;2026-03-27\|5.69\|0.18\|5.60\|5.72\|5.59\|162176;2026-03-30\|5.69\|0.00\|5.60\|5.69\|5.50\|170678;2026-03-31\|5.59\|-1.76\|5.67\|5.73\|5.57\|154623;2026-04-01\|5.66\|1.25\|5.69\|5.72\|5.61\|130673;2026-04-02\|5.55\|-1.94\|5.65\|5.66\|5.52\|161397;2026-04-03\|5.48\|-1.26\|5.55\|5.58\|5.46\|126457;2026-04-07\|5.57\|1.64\|5.52\|5.61\|5.48\|139478;2026-04-08\|5.80\|4.13\|5.67\|5.82\|5.66\|280200;2026-04-09\|6.38\|10.00\|6.05\|6.38\|6.05\|469681;2026-04-10\|7.02\|10.03\|7.02\|7.02\|6.88\|924141;2026-04-13\|6.89\|-1.85\|6.95\|7.12\|6.79\|1637688;2026-04-14\|6.83\|-0.87\|6.75\|7.12\|6.71\|1223317;2026-04-15\|7.19\|5.27\|6.83\|7.49\|6.72\|1997045;2026-04-16\|7.08\|-1.53\|6.96\|7.09\|6.88\|1158980;2026-04-17\|7.79\|10.03\|7.10\|7.79\|7.09\|1185711;2026-04-20\|8.57\|10.01\|8.27\|8.57\|8.08\|1107222;2026-04-21\|8.45\|-1.40\|8.68\|8.93\|8.18\|2839316;2026-04-22\|8.86\|4.85\|8.41\|9.17\|8.36\|2381613;2026-04-23\|8.53\|-3.72\|8.68\|8.88\|8.29\|1631914;2026-04-24\|8.07\|-5.39\|8.40\|8.50\|7.99\|1223736;2026-04-27\|8.88\|10.04\|8.05\|8.88\|8.01\|1733130;2026-04-28\|8.66\|-2.48\|8.91\|9.04\|8.44\|1503994;2026-04-29\|8.80\|1.62\|8.50\|9.10\|8.50\|1458082;2026-04-30\|8.09\|-8.07\|8.28\|8.45\|8.01\|1557798;2026-05-06\|8.22\|1.61\|8.23\|8.46\|8.12\|1207629;2026-05-07\|9.04\|9.98\|8.42\|9.04\|8.41\|1527635;2026-05-08\|8.88\|-1.77\|8.96\|9.04\|8.56\|2133496;2026-05-11\|9.15\|3.04\|9.03\|9.44\|8.87\|2217608;2026-05-12\|9.50\|3.83\|9.31\|9.83\|9.11\|2054861;2026-05-13\|10.45\|10.00\|9.22\|10.45\|9.20\|1054847;2026-05-14\|10.77\|3.06\|10.52\|11.18\|10.11\|2991052;2026-05-15\|10.69\|-0.74\|10.69\|11.72\|10.64\|2550174;2026-05-18\|10.87\|1.68\|10.26\|10.97\|10.26\|1756205;2026-05-19\|10.35\|-4.78\|10.77\|10.77\|9.82\|1637962;2026-05-20\|10.39\|0.39\|10.25\|10.64\|10.05\|1548063;2026-05-21\|11.42\|9.91\|11.43\|11.43\|11.30\|1931377;2026-05-22\|11.10\|-2.80\|10.93\|11.43\|10.57\|2684439;2026-05-25\|11.60\|4.50\|11.10\|11.88\|10.77\|2530216;2026-05-26\|11.88\|2.41\|11.20\|12.19\|11.20\|2706643;2026-05-27\|11.93\|0.42\|11.96\|12.83\|11.60\|2766716;2026-05-28\|10.86\|-8.97\|11.30\|11.40\|10.85\|2345054;2026-05-29\|9.77\|-10.04\|10.78\|10.86\|9.77\|2002349;2026-06-01\|9.88\|1.13\|9.77\|10.59\|9.76\|1788491;2026-06-02\|10.09\|2.13\|9.85\|10.15\|9.43\|1538447;2026-06-03\|10.42\|3.27\|10.10\|10.60\|9.96\|1863791;2026-06-04\|10.95\|5.09\|10.30\|11.18\|10.21\|2299888;2026-06-05\|11.71\|6.94\|10.85\|12.05\|10.40\|3947578;2026-06-08\|11.76\|0.43\|11.37\|12.39\|10.92\|3600412;2026-06-09\|12.45\|5.87\|11.86\|12.62\|11.30\|3014159;2026-06-10\|11.33\|-9.00\|12.01\|12.18\|11.23\|2623868;2026-06-11\|10.61\|-6.35\|11.21\|11.21\|10.38\|2214231;2026-06-12\|9.86\|-7.07\|10.75\|10.88\|9.82\|2164996;2026-06-15\|10.47\|6.19\|10.02\|10.73\|9.90\|1743200;2026-06-16\|11.51\|9.93\|10.50\|11.52\|10.50\|2519502;2026-06-17\|12.66\|9.99\|11.34\|12.66\|11.32\|2157327;2026-06-18\|11.71\|-7.50\|12.34\|12.46\|11.47\|3415353;2026-06-22\|12.40\|5.89\|12.29\|12.80\|12.20\|2687536;2026-06-23\|13.64\|10.00\|12.68\|13.64\|12.34\|3680392;2026-06-24\|13.53\|-0.81\|13.00\|14.14\|13.00\|3927718;2026-06-25\|13.63\|1.26\|13.79\|14.27\|13.25\|3048125;2026-06-26\|13.96\|2.42\|13.64\|14.91\|13.63\|3171667;2026-06-29\|15.35\|9.96\|14.00\|15.36\|13.97\|3828205;2026-06-30\|16.89\|10.03\|15.05\|16.89\|14.69\|2117757;2026-07-01\|17.66\|4.56\|16.73\|17.75\|16.01\|4119707;2026-07-02\|16.69\|-5.49\|16.40\|18.35\|15.89\|4116631;2026-07-03\|15.02\|-10.01\|15.80\|16.03\|15.02\|2790498;2026-07-06\|13.52\|-9.99\|14.90\|15.00\|13.52\|2263626;2026-07-07\|12.95\|-4.22\|13.00\|13.67\|12.69\|1978456;2026-07-08\|12.26\|-5.33\|12.95\|13.18\|11.97\|2088536;2026-07-09\|12.49\|1.88\|12.44\|12.72\|11.69\|2429556;2026-07-10\|11.95\|-4.32\|12.68\|13.45\|11.95\|2502987
115070	台积电披露行业技术应用进展	CPO+商业航天+Micro LED+玻璃基板行业原因： 1、据上海证券报3月3日报道，英伟达与Lumentum、Coherent签署多年战略协议并投入40亿美元，锁定硅光子及CPO产能。 2、英伟达GTC 2026大会将于3月16日举行，业界推测，大会预计将集中展示新一代GPU架构Rubin平台，以及下一代Feynman架构的GPU、CPO交换机、电源架构升级以及液冷散热等关键技术进展。公司原因： 1、据2025年2月2日互动易，公司子公司通格微是全球极少数掌握玻璃基TGV全制程工艺并实现产业化的公司，产品应用于通信5g-A/6G、光模块CPO封装、半导体先进封装等。公司玻璃基1.6T光模块/CPO产品已完成小批量送样，目前正协同客户进行测试与验证。 2、据2026年2月2日互动易，公司自主研发的CPI膜材搭配特种防护镀膜，已携手头部商业航天客户，成功实现卫星柔性太阳翼的在轨应用；同时，公司正与多家柔性太阳翼相关客户推进业务对接及产品测试工作，整体进展顺利。 3、据2025年半年度报告，公司建成全球首条玻璃基TGV多层线路板生产线，玻璃基线路板在Mini/Micro LED、5G-A/6G、半导体先进封装等多领域同步推进。	公司光模块/CPO玻璃基封装载板已批量送样，与北极雄芯战略合作开发AI芯片玻璃基先进封装	2026-03-03\|36.64\|-7.80\|39.74\|40.34\|36.60\|119773;2026-03-04\|36.06\|-1.58\|35.88\|37.22\|35.82\|72625;2026-03-05\|39.67\|10.01\|37.86\|39.67\|37.86\|77602;2026-03-06\|40.18\|1.29\|39.68\|41.25\|38.47\|234081;2026-03-09\|38.38\|-4.48\|38.18\|38.67\|36.52\|166130;2026-03-10\|39.42\|2.71\|39.15\|40.46\|38.41\|133966;2026-03-11\|43.36\|9.99\|39.59\|43.36\|39.59\|211646;2026-03-12\|41.90\|-3.37\|43.00\|43.74\|41.78\|233932;2026-03-13\|41.02\|-2.10\|41.89\|42.53\|40.86\|139867;2026-03-16\|42.50\|3.61\|42.17\|43.29\|41.97\|176448;2026-03-17\|38.26\|-9.98\|45.08\|45.08\|38.25\|263647;2026-03-18\|39.13\|2.27\|38.10\|39.60\|38.10\|134484;2026-03-19\|38.03\|-2.81\|37.80\|39.20\|37.30\|107132;2026-03-20\|36.88\|-3.02\|38.71\|39.50\|36.88\|123194;2026-03-23\|36.50\|-1.03\|35.50\|37.95\|35.11\|109745;2026-03-24\|36.30\|-0.55\|36.85\|36.98\|34.99\|98052;2026-03-25\|36.65\|0.96\|36.86\|37.65\|36.40\|84073;2026-03-26\|35.80\|-2.32\|36.31\|37.48\|35.55\|81974;2026-03-27\|35.40\|-1.12\|35.12\|36.44\|34.70\|79266;2026-03-30\|34.13\|-3.59\|35.00\|35.00\|33.05\|95682;2026-03-31\|32.76\|-4.01\|34.09\|34.40\|32.68\|69741;2026-04-01\|34.13\|4.18\|33.50\|34.39\|33.50\|71097;2026-04-02\|32.89\|-3.63\|34.02\|34.02\|32.62\|51657;2026-04-03\|34.07\|3.59\|33.00\|34.22\|32.60\|66376;2026-04-07\|32.90\|-3.43\|33.00\|33.52\|32.22\|82309;2026-04-08\|35.65\|8.36\|33.90\|36.19\|33.61\|133397;2026-04-09\|39.22\|10.01\|36.22\|39.22\|36.09\|225722;2026-04-10\|43.14\|9.99\|40.50\|43.14\|39.68\|310530;2026-04-13\|44.00\|1.99\|41.86\|45.40\|41.86\|328521;2026-04-14\|45.02\|2.32\|44.34\|46.00\|43.90\|245705;2026-04-15\|49.52\|10.00\|44.66\|49.52\|44.60\|188851;2026-04-16\|48.09\|-2.89\|49.00\|49.00\|46.06\|297355;2026-04-17\|52.90\|10.00\|48.00\|52.90\|48.00\|218748;2026-04-20\|58.19\|10.00\|56.60\|58.19\|56.20\|95725;2026-04-21\|58.51\|0.55\|60.00\|62.93\|56.00\|537891;2026-04-22\|64.36\|10.00\|58.29\|64.36\|58.29\|249432;2026-04-23\|60.50\|-6.00\|61.50\|66.00\|60.00\|335723;2026-04-24\|58.30\|-3.64\|60.38\|62.09\|57.38\|265484;2026-04-27\|64.13\|10.00\|60.57\|64.13\|60.06\|133922;2026-04-28\|63.40\|-1.14\|66.90\|66.90\|62.82\|273331;2026-04-29\|69.74\|10.00\|64.41\|69.74\|64.41\|204787;2026-04-30\|69.35\|-0.56\|71.83\|72.75\|66.50\|273300;2026-05-06\|66.80\|-3.68\|72.00\|72.00\|65.36\|351103;2026-05-07\|68.60\|2.69\|68.56\|70.11\|64.68\|349897;2026-05-08\|72.75\|6.05\|66.30\|74.00\|65.00\|341326;2026-05-11\|80.03\|10.01\|74.08\|80.03\|73.67\|257227;2026-05-12\|81.76\|2.16\|82.18\|86.03\|78.00\|376515;2026-05-13\|88.10\|7.75\|78.98\|88.88\|78.98\|303317;2026-05-14\|83.32\|-5.43\|88.30\|88.88\|81.09\|329717;2026-05-15\|74.99\|-10.00\|74.99\|74.99\|74.99\|23736;2026-05-18\|67.49\|-10.00\|67.49\|67.49\|67.49\|12333;2026-05-19\|70.73\|4.80\|61.39\|74.00\|61.39\|443165;2026-05-20\|77.76\|9.94\|67.99\|77.80\|67.19\|337459;2026-05-21\|81.02\|4.19\|83.02\|85.54\|79.88\|363687;2026-05-22\|80.00\|-1.26\|81.00\|84.95\|75.60\|303885;2026-05-25\|83.22\|4.03\|80.00\|87.09\|79.99\|269293;2026-05-26\|91.54\|10.00\|85.79\|91.54\|83.93\|208462;2026-05-27\|99.99\|9.23\|97.55\|100.69\|96.77\|407247;2026-05-28\|109.99\|10.00\|98.01\|109.99\|97.02\|270031;2026-05-29\|104.08\|-5.37\|112.00\|114.90\|98.99\|430963;2026-06-01\|114.49\|10.00\|110.00\|114.49\|109.23\|121842;2026-06-02\|122.00\|6.56\|118.21\|123.44\|110.61\|430032;2026-06-03\|118.82\|-2.61\|120.00\|128.78\|115.23\|362677;2026-06-04\|122.40\|3.01\|113.90\|126.66\|107.11\|333219;2026-06-05\|132.40\|8.17\|122.30\|134.64\|122.30\|357753;2026-06-08\|136.50\|3.10\|129.76\|144.05\|125.80\|377372;2026-06-09\|150.15\|10.00\|137.00\|150.15\|131.00\|335116;2026-06-10\|154.96\|3.20\|145.08\|158.80\|141.22\|347595;2026-06-11\|139.46\|-10.00\|150.01\|157.88\|139.46\|295293;2026-06-12\|129.80\|-6.93\|137.07\|149.87\|125.51\|546066;2026-06-15\|137.30\|5.78\|128.51\|138.88\|119.00\|379898;2026-06-16\|151.03\|10.00\|137.00\|151.03\|137.00\|268238;2026-06-17\|166.13\|10.00\|155.68\|166.13\|155.68\|119381;2026-06-18\|164.70\|-0.86\|171.11\|172.99\|150.00\|339157;2026-06-22\|172.02\|4.44\|172.70\|180.60\|163.60\|308238;2026-06-23\|172.15\|0.08\|172.06\|184.37\|164.10\|304393;2026-06-24\|167.37\|-2.78\|168.88\|172.99\|160.11\|287667;2026-06-25\|171.99\|2.76\|172.88\|175.00\|160.97\|305076;2026-06-26\|178.00\|3.49\|167.00\|188.00\|164.86\|313090;2026-06-29\|163.35\|-8.23\|178.50\|184.09\|160.20\|294954;2026-06-30\|162.97\|-0.23\|161.77\|173.57\|151.10\|296855;2026-07-01\|148.50\|-8.88\|157.01\|161.86\|147.00\|337604;2026-07-02\|137.81\|-7.20\|140.00\|148.00\|133.65\|263321;2026-07-03\|137.10\|-0.52\|136.01\|143.00\|132.90\|205080;2026-07-06\|123.39\|-10.00\|135.46\|138.39\|123.39\|226410;2026-07-07\|120.69\|-2.19\|122.49\|125.54\|118.30\|172409;2026-07-08\|122.37\|1.39\|121.00\|129.00\|120.50\|235616;2026-07-09\|125.60\|2.64\|123.98\|127.00\|116.51\|239378;2026-07-10\|118.14\|-5.94\|129.06\|136.66\|118.14\|301869
115069	台积电披露行业技术应用进展	涨停揭秘：高硼硅玻璃具备稳定热膨胀系数与低介电损耗，已满足半导体封装玻璃基板原材料标准，正与多家国内封测厂开展合作验证；涨停缘由：玻璃基板是Chiplet与先进封装关键载体，南玻在特种玻璃领域积淀深厚，材料性能指标达国际一线水平；资金逻辑：资金提前布局半导体材料国产替代主线，南玻作为稀缺玻璃基板潜在供应商获主题资金抢筹；风险提示：玻璃基板验证周期长、导入门槛高，目前尚未形成批量订单，业绩贡献暂不明确	公司在特种玻璃领域深耕多年，消息称公司高硼硅玻璃产品具备稳定的热膨胀系数与低介电损耗，符合半导体封装玻璃基板的原材料标准，已与多家国内制造企业建立合作关系	2026-03-03\|4.83\|-2.03\|4.94\|4.98\|4.80\|558166;2026-03-04\|4.78\|-1.04\|4.76\|4.86\|4.74\|418796;2026-03-05\|4.81\|0.63\|4.87\|4.91\|4.78\|444376;2026-03-06\|4.84\|0.62\|4.79\|4.85\|4.75\|403301;2026-03-09\|4.84\|0.00\|4.88\|4.90\|4.79\|486680;2026-03-10\|4.86\|0.41\|4.85\|4.91\|4.80\|424979;2026-03-11\|4.94\|1.65\|4.85\|4.94\|4.78\|553002;2026-03-12\|4.94\|0.00\|4.90\|4.95\|4.87\|415989;2026-03-13\|4.87\|-1.42\|4.91\|4.96\|4.85\|411411;2026-03-16\|4.82\|-1.03\|4.85\|4.91\|4.78\|333979;2026-03-17\|4.81\|-0.21\|4.84\|4.92\|4.81\|308690;2026-03-18\|4.74\|-1.46\|4.82\|4.85\|4.71\|283412;2026-03-19\|4.63\|-2.32\|4.71\|4.72\|4.61\|307303;2026-03-20\|4.55\|-1.73\|4.68\|4.69\|4.55\|327921;2026-03-23\|4.38\|-3.74\|4.51\|4.54\|4.35\|453527;2026-03-24\|4.45\|1.60\|4.43\|4.46\|4.36\|263144;2026-03-25\|4.53\|1.80\|4.46\|4.57\|4.44\|280612;2026-03-26\|4.52\|-0.22\|4.53\|4.58\|4.50\|208316;2026-03-27\|4.54\|0.44\|4.49\|4.55\|4.47\|168411;2026-03-30\|4.54\|0.00\|4.49\|4.54\|4.43\|186584;2026-03-31\|4.45\|-1.98\|4.53\|4.57\|4.45\|214150;2026-04-01\|4.50\|1.12\|4.53\|4.54\|4.47\|171161;2026-04-02\|4.45\|-1.11\|4.49\|4.52\|4.42\|194117;2026-04-03\|4.35\|-2.25\|4.45\|4.46\|4.34\|199095;2026-04-07\|4.39\|0.92\|4.35\|4.41\|4.35\|148962;2026-04-08\|4.47\|1.82\|4.45\|4.48\|4.42\|206008;2026-04-09\|4.43\|-0.89\|4.45\|4.47\|4.42\|149691;2026-04-10\|4.49\|1.35\|4.45\|4.53\|4.44\|177422;2026-04-13\|4.54\|1.11\|4.46\|4.55\|4.45\|192787;2026-04-14\|4.54\|0.00\|4.55\|4.57\|4.50\|165680;2026-04-15\|4.49\|-1.10\|4.53\|4.55\|4.49\|129086;2026-04-16\|4.54\|1.11\|4.48\|4.56\|4.48\|168800;2026-04-17\|4.53\|-0.22\|4.54\|4.56\|4.48\|126055;2026-04-20\|4.53\|0.00\|4.52\|4.57\|4.48\|146635;2026-04-21\|4.53\|0.00\|4.54\|4.56\|4.52\|134400;2026-04-22\|4.51\|-0.44\|4.52\|4.55\|4.49\|131740;2026-04-23\|4.47\|-0.89\|4.51\|4.52\|4.43\|169229;2026-04-24\|4.45\|-0.45\|4.45\|4.49\|4.44\|134731;2026-04-27\|4.44\|-0.22\|4.43\|4.47\|4.42\|135817;2026-04-28\|4.03\|-9.23\|4.34\|4.40\|4.00\|727483;2026-04-29\|4.06\|0.74\|4.01\|4.09\|4.01\|270496;2026-04-30\|4.03\|-0.74\|4.06\|4.08\|4.02\|207822;2026-05-06\|4.03\|0.00\|4.04\|4.08\|3.99\|297358;2026-05-07\|4.04\|0.25\|4.03\|4.05\|4.01\|206052;2026-05-08\|4.03\|-0.25\|4.02\|4.05\|4.01\|177239;2026-05-11\|4.02\|-0.25\|4.05\|4.05\|4.01\|249766;2026-05-12\|3.90\|-2.99\|4.02\|4.04\|3.89\|414506;2026-05-13\|3.83\|-1.79\|3.89\|3.89\|3.81\|327249;2026-05-14\|3.85\|0.52\|3.83\|3.89\|3.76\|307332;2026-05-15\|3.73\|-3.12\|3.82\|3.84\|3.71\|266465;2026-05-18\|3.71\|-0.54\|3.72\|3.72\|3.66\|182508;2026-05-19\|3.74\|0.81\|3.70\|3.75\|3.69\|133767;2026-05-20\|3.64\|-2.67\|3.72\|3.74\|3.62\|201900;2026-05-21\|4.00\|9.89\|3.69\|4.00\|3.69\|581068;2026-05-22\|4.40\|10.00\|4.00\|4.40\|3.86\|1257726;2026-05-25\|4.60\|4.55\|4.41\|4.83\|4.30\|2009093;2026-05-26\|4.50\|-2.17\|4.37\|4.73\|4.36\|1602110;2026-05-27\|4.45\|-1.11\|4.38\|4.64\|4.37\|1143299;2026-05-28\|4.38\|-1.57\|4.37\|4.55\|4.31\|844683;2026-05-29\|4.05\|-7.53\|4.40\|4.43\|4.01\|905492;2026-06-01\|4.16\|2.72\|4.06\|4.30\|4.02\|685882;2026-06-02\|4.10\|-1.44\|4.19\|4.20\|4.08\|422885;2026-06-03\|4.11\|0.24\|4.11\|4.24\|4.08\|507188;2026-06-04\|4.20\|2.19\|4.09\|4.27\|4.05\|701996;2026-06-05\|4.38\|4.29\|4.16\|4.54\|4.07\|1282677;2026-06-08\|4.31\|-1.60\|4.20\|4.49\|4.20\|828113;2026-06-09\|4.40\|2.09\|4.34\|4.41\|4.23\|686250;2026-06-10\|4.23\|-3.86\|4.35\|4.36\|4.15\|575985;2026-06-11\|4.08\|-3.55\|4.18\|4.25\|4.05\|556920;2026-06-12\|4.00\|-1.96\|4.11\|4.15\|3.89\|591900;2026-06-15\|4.11\|2.75\|4.00\|4.19\|3.99\|510288;2026-06-16\|4.52\|9.98\|4.10\|4.52\|4.05\|428470;2026-06-17\|4.63\|2.43\|4.55\|4.75\|4.42\|1726157;2026-06-18\|4.30\|-7.13\|4.46\|4.49\|4.26\|1065364;2026-06-22\|4.73\|10.00\|4.38\|4.73\|4.32\|915656;2026-06-23\|4.67\|-1.27\|4.69\|4.83\|4.62\|1550582;2026-06-24\|4.63\|-0.86\|4.65\|4.80\|4.56\|1117811;2026-06-25\|4.77\|3.02\|4.67\|4.87\|4.62\|1143986;2026-06-26\|4.80\|0.63\|4.68\|5.11\|4.55\|1531473;2026-06-29\|4.69\|-2.29\|4.73\|4.94\|4.57\|1154890;2026-06-30\|5.16\|10.02\|4.60\|5.16\|4.60\|1079635;2026-07-01\|5.25\|1.74\|5.06\|5.43\|4.92\|2088783;2026-07-02\|5.02\|-4.38\|5.00\|5.09\|4.81\|1294389;2026-07-03\|5.10\|1.59\|4.96\|5.15\|4.86\|1209128;2026-07-06\|4.62\|-9.41\|5.01\|5.06\|4.59\|1127022;2026-07-07\|4.23\|-8.44\|4.53\|4.58\|4.23\|832525;2026-07-08\|4.18\|-1.18\|4.24\|4.33\|4.17\|502834;2026-07-09\|4.31\|3.11\|4.19\|4.32\|4.17\|518262;2026-07-10\|4.17\|-3.25\|4.29\|4.34\|4.17\|590964
115068	台积电披露行业技术应用进展	玻璃基板+浮法玻璃+光伏玻璃行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2025年8月27日互动易，公司正与国内某著名自主芯片科技公司合作研发高性能芯片封装玻璃；据2026年4月23日年报，半导体封装用玻璃基板、TGV玻璃中介层等正成为电子玻璃行业重要发展赛道。 2、据2026年4月23日年报，公司浮法玻璃日熔量16,600吨，光伏玻璃产能13,000吨/日，两大主业产能均位列行业前三，是国内建筑玻璃原片及光伏光电玻璃领域的龙头企业之一。 3、据西部证券2026年6月15日研报，首次覆盖给予“增持”评级，预计2026-2028年归母净利润分别同比增长8%、56%、30%，认为公司成本优势构筑护城河，有望率先受益于行业供需格局改善。	公司已构建优质浮法玻璃原片、节能建筑玻璃、光伏玻璃、高铝电子玻璃、中性硼硅玻璃产业发展格局	2026-03-03\|7.14\|-4.16\|7.47\|7.52\|7.08\|597546;2026-03-04\|6.81\|-4.62\|7.05\|7.18\|6.70\|1038457;2026-03-05\|6.76\|-0.73\|6.90\|6.94\|6.70\|556539;2026-03-06\|6.93\|2.51\|6.70\|6.99\|6.69\|526335;2026-03-09\|6.84\|-1.30\|6.88\|7.00\|6.69\|503321;2026-03-10\|6.94\|1.46\|6.86\|7.08\|6.86\|488715;2026-03-11\|7.08\|2.02\|6.94\|7.15\|6.91\|466461;2026-03-12\|6.92\|-2.26\|7.11\|7.11\|6.86\|494952;2026-03-13\|6.81\|-1.59\|6.89\|7.08\|6.78\|410022;2026-03-16\|6.64\|-2.50\|6.81\|6.89\|6.54\|588829;2026-03-17\|6.57\|-1.05\|6.65\|6.87\|6.56\|512983;2026-03-18\|6.46\|-1.67\|6.58\|6.64\|6.40\|470495;2026-03-19\|6.22\|-3.72\|6.40\|6.43\|6.18\|537624;2026-03-20\|6.09\|-2.09\|6.25\|6.30\|6.03\|599580;2026-03-23\|5.87\|-3.61\|6.05\|6.07\|5.73\|777432;2026-03-24\|5.91\|0.68\|5.92\|5.97\|5.78\|528859;2026-03-25\|5.97\|1.02\|5.90\|6.04\|5.90\|470793;2026-03-26\|5.73\|-4.02\|5.96\|6.02\|5.67\|851057;2026-03-27\|5.79\|1.05\|5.66\|5.83\|5.65\|394102;2026-03-30\|5.85\|1.04\|5.72\|5.90\|5.61\|474717;2026-03-31\|5.83\|-0.34\|5.82\|6.09\|5.78\|627782;2026-04-01\|5.90\|1.20\|5.90\|6.02\|5.85\|409963;2026-04-02\|5.80\|-1.69\|5.85\|5.87\|5.73\|375432;2026-04-03\|5.62\|-3.10\|5.79\|5.80\|5.60\|319416;2026-04-07\|5.60\|-0.36\|5.64\|5.66\|5.56\|295184;2026-04-08\|5.83\|4.11\|5.70\|5.83\|5.70\|426260;2026-04-09\|5.79\|-0.69\|5.81\|5.82\|5.67\|435390;2026-04-10\|5.81\|0.35\|5.84\|5.92\|5.80\|561946;2026-04-13\|5.93\|2.07\|5.74\|5.97\|5.71\|522131;2026-04-14\|5.88\|-0.84\|5.92\|5.96\|5.82\|374140;2026-04-15\|5.79\|-1.53\|5.88\|5.91\|5.79\|417578;2026-04-16\|5.88\|1.55\|5.81\|5.90\|5.77\|363101;2026-04-17\|5.90\|0.34\|5.86\|5.97\|5.78\|475799;2026-04-20\|6.10\|3.39\|5.97\|6.22\|5.96\|1060118;2026-04-21\|6.01\|-1.48\|6.07\|6.12\|5.98\|571165;2026-04-22\|6.12\|1.83\|6.04\|6.19\|5.98\|655164;2026-04-23\|6.03\|-1.47\|6.00\|6.15\|5.89\|1067945;2026-04-24\|6.42\|6.47\|6.13\|6.59\|6.10\|2063132;2026-04-27\|6.83\|6.39\|6.45\|7.06\|6.45\|1836578;2026-04-28\|6.53\|-4.39\|6.79\|6.81\|6.50\|1091967;2026-04-29\|6.51\|-0.31\|6.47\|6.68\|6.41\|834718;2026-04-30\|6.33\|-2.77\|6.46\|6.49\|6.24\|853708;2026-05-06\|6.42\|1.42\|6.38\|6.47\|6.25\|897284;2026-05-07\|6.65\|3.58\|6.39\|6.75\|6.37\|1058546;2026-05-08\|6.22\|-6.47\|6.57\|6.69\|6.16\|1469166;2026-05-11\|6.56\|5.47\|6.20\|6.66\|6.08\|1392829;2026-05-12\|6.79\|3.51\|6.51\|6.86\|6.34\|1299608;2026-05-13\|6.78\|-0.15\|6.71\|6.86\|6.62\|838192;2026-05-14\|6.70\|-1.18\|6.75\|6.90\|6.60\|783110;2026-05-15\|6.38\|-4.78\|6.69\|6.77\|6.29\|930629;2026-05-18\|6.48\|1.57\|6.32\|6.58\|6.26\|696106;2026-05-19\|6.46\|-0.31\|6.48\|6.60\|6.37\|479016;2026-05-20\|6.36\|-1.55\|6.45\|6.48\|6.20\|607267;2026-05-21\|6.83\|7.39\|6.70\|7.00\|6.70\|1991487;2026-05-22\|6.76\|-1.02\|6.72\|6.83\|6.54\|1694618;2026-05-25\|7.12\|5.33\|6.83\|7.33\|6.73\|1603923;2026-05-26\|7.10\|-0.28\|7.06\|7.33\|7.04\|1306573;2026-05-27\|6.99\|-1.55\|7.02\|7.34\|6.95\|1456564;2026-05-28\|6.95\|-0.57\|6.95\|7.16\|6.85\|1140973;2026-05-29\|6.69\|-3.74\|7.06\|7.18\|6.52\|1418503;2026-06-01\|6.76\|1.05\|6.58\|6.93\|6.57\|1264376;2026-06-02\|6.50\|-3.85\|6.70\|6.75\|6.39\|842576;2026-06-03\|6.19\|-4.77\|6.48\|6.62\|6.15\|989442;2026-06-04\|6.56\|5.98\|6.10\|6.78\|6.01\|1624864;2026-06-05\|7.03\|7.16\|6.49\|7.22\|6.49\|2316250;2026-06-08\|6.78\|-3.56\|6.93\|7.25\|6.74\|2121762;2026-06-09\|7.19\|6.05\|6.89\|7.22\|6.51\|1781479;2026-06-10\|6.60\|-6.78\|7.08\|7.22\|6.52\|1790213;2026-06-11\|6.63\|0.45\|6.46\|6.80\|6.36\|1122482;2026-06-12\|6.51\|-1.81\|6.71\|6.87\|6.33\|1328545;2026-06-15\|7.16\|9.98\|6.55\|7.16\|6.53\|1899988;2026-06-16\|7.88\|10.06\|7.27\|7.88\|7.19\|1574261;2026-06-17\|8.67\|10.03\|8.67\|8.67\|8.67\|650258;2026-06-18\|8.04\|-7.27\|8.59\|8.59\|7.80\|4265516;2026-06-22\|8.37\|4.10\|8.28\|8.58\|8.02\|3139229;2026-06-23\|7.83\|-6.45\|8.16\|8.32\|7.77\|2331372;2026-06-24\|7.62\|-2.68\|7.60\|7.88\|7.43\|1762515;2026-06-25\|8.35\|9.58\|7.85\|8.36\|7.75\|2727856;2026-06-26\|8.93\|6.95\|8.37\|9.19\|8.31\|3724778;2026-06-29\|9.82\|9.97\|9.68\|9.82\|9.55\|830769;2026-06-30\|10.23\|4.18\|9.82\|10.58\|9.36\|4342434;2026-07-01\|9.77\|-4.50\|10.08\|10.17\|9.46\|3014909;2026-07-02\|9.10\|-6.86\|9.15\|9.50\|8.83\|2356539;2026-07-03\|8.42\|-7.47\|8.92\|9.05\|8.38\|2101512;2026-07-06\|7.87\|-6.53\|8.55\|8.63\|7.83\|1673679;2026-07-07\|7.75\|-1.52\|7.78\|8.02\|7.62\|1292619;2026-07-08\|7.25\|-6.45\|7.76\|7.88\|7.20\|1388587;2026-07-09\|7.21\|-0.55\|7.33\|7.65\|6.96\|1468389;2026-07-10\|7.08\|-1.80\|7.30\|7.76\|7.08\|2206256
115067	MPO、FAU、CPO等行业新技术受关注	光纤涨价+算力基建+储能扩产行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成长期合作，康宁将新建三家美国工厂，把美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，过去一年G.657.A2光纤价格由32元/芯公里飙至240元，涨幅650%。公司原因： 1、据2026年4月25日年报及2026年4月30日互动易，公司800G光模块已规模出货，空芯光纤实现量产，光电智连系统直接配套AI万卡集群，受益算力基建提速。 2、据中金公司2026年5月1日研报，光纤价格自2025年底全面上涨，公司作为头部供应商产能利用率提升，推动2026Q1归母净利同比增46.42%。 3、据2026年4月15日公告及2026年5月7日证券时报，公司将2亿元募集资金转投“新型储能低碳智造项目”，新增20GWh/年储能系统产能，并于酒泉新设储能科技公司加码布局。	公司中标约15.18亿元国内某互联网企业耗材集采招标项目	2026-03-03\|28.79\|-4.67\|30.59\|30.98\|28.73\|1754791;2026-03-04\|28.83\|0.14\|28.05\|29.50\|28.05\|1464931;2026-03-05\|28.82\|-0.03\|29.31\|29.59\|27.88\|1754972;2026-03-06\|27.38\|-5.00\|28.45\|28.88\|27.22\|1634252;2026-03-09\|27.20\|-0.66\|26.37\|27.31\|25.38\|1554020;2026-03-10\|28.90\|6.25\|27.55\|29.18\|27.41\|1685445;2026-03-11\|30.01\|3.84\|29.82\|31.66\|29.79\|2448244;2026-03-12\|30.24\|0.77\|29.60\|31.38\|29.50\|1599298;2026-03-13\|29.75\|-1.62\|29.93\|31.74\|29.70\|1328936;2026-03-16\|28.28\|-4.94\|30.05\|30.36\|28.00\|1269791;2026-03-17\|26.12\|-7.64\|28.58\|28.72\|26.00\|1602169;2026-03-18\|26.60\|1.84\|26.16\|26.72\|25.70\|1203826;2026-03-19\|25.90\|-2.63\|25.89\|26.49\|25.69\|852994;2026-03-20\|25.70\|-0.77\|26.38\|26.84\|25.52\|1313512;2026-03-23\|25.10\|-2.33\|24.60\|25.87\|24.60\|995117;2026-03-24\|26.10\|3.98\|25.63\|26.23\|25.00\|1231570;2026-03-25\|27.67\|6.02\|27.00\|27.93\|26.71\|1762654;2026-03-26\|26.77\|-3.25\|27.30\|28.08\|26.70\|1131724;2026-03-27\|27.05\|1.05\|26.25\|27.61\|25.91\|1153870;2026-03-30\|28.99\|7.17\|26.65\|29.46\|26.56\|1649417;2026-03-31\|30.09\|3.79\|28.86\|31.10\|28.03\|2335706;2026-04-01\|29.16\|-3.09\|30.99\|30.99\|28.60\|1587607;2026-04-02\|29.32\|0.55\|29.15\|30.62\|29.11\|1427117;2026-04-03\|30.67\|4.60\|29.46\|31.50\|29.25\|1963989;2026-04-07\|30.25\|-1.37\|30.82\|31.77\|30.06\|1499965;2026-04-08\|30.70\|1.49\|30.98\|31.17\|29.50\|1916845;2026-04-09\|31.40\|2.28\|30.28\|32.18\|29.41\|2222982;2026-04-10\|29.80\|-5.10\|31.38\|31.40\|29.50\|2575517;2026-04-13\|28.52\|-4.30\|29.41\|29.63\|28.33\|2167335;2026-04-14\|28.33\|-0.67\|28.80\|29.42\|27.88\|1721968;2026-04-15\|27.80\|-1.87\|28.26\|29.14\|27.68\|1562966;2026-04-16\|28.00\|0.72\|27.81\|28.33\|27.42\|1288208;2026-04-17\|28.14\|0.50\|28.01\|28.50\|27.62\|1605282;2026-04-20\|30.95\|9.99\|28.90\|30.95\|28.83\|2247838;2026-04-21\|32.44\|4.81\|31.00\|32.88\|30.78\|3957275;2026-04-22\|34.82\|7.34\|32.54\|34.84\|32.50\|3003972;2026-04-23\|34.07\|-2.15\|34.00\|35.04\|33.20\|2857762;2026-04-24\|33.21\|-2.52\|34.00\|34.50\|32.58\|2099211;2026-04-27\|35.78\|7.74\|34.29\|36.53\|34.23\|3393558;2026-04-28\|35.00\|-2.18\|35.78\|36.46\|34.00\|2647729;2026-04-29\|34.28\|-2.06\|34.20\|34.49\|33.33\|1784217;2026-04-30\|33.12\|-3.38\|34.30\|34.35\|32.51\|2123488;2026-05-06\|34.89\|5.34\|33.67\|35.25\|33.67\|2344121;2026-05-07\|38.38\|10.00\|36.10\|38.38\|35.00\|2891081;2026-05-08\|40.90\|6.57\|38.20\|41.16\|38.20\|3121181;2026-05-11\|43.86\|7.24\|44.98\|44.99\|42.75\|4148832;2026-05-12\|44.08\|0.50\|44.00\|46.18\|43.25\|4281311;2026-05-13\|43.60\|-1.09\|42.54\|43.94\|42.54\|2852067;2026-05-14\|44.10\|1.15\|44.50\|45.96\|43.68\|3745868;2026-05-15\|40.99\|-7.05\|44.38\|44.90\|40.11\|3651492;2026-05-18\|43.95\|7.22\|41.90\|44.68\|41.90\|3262116;2026-05-19\|44.55\|1.37\|43.00\|44.90\|41.29\|3196647;2026-05-20\|45.41\|1.93\|44.55\|47.40\|43.80\|3397230;2026-05-21\|41.90\|-7.73\|45.00\|45.77\|41.85\|3085398;2026-05-22\|43.82\|4.58\|42.69\|43.88\|42.48\|2264915;2026-05-25\|42.89\|-2.12\|44.29\|44.66\|41.80\|2809496;2026-05-26\|40.48\|-5.62\|42.00\|42.05\|39.26\|2931741;2026-05-27\|39.05\|-3.53\|39.80\|40.90\|38.82\|2221748;2026-05-28\|40.52\|3.76\|39.25\|40.74\|37.75\|2400489;2026-05-29\|42.19\|4.12\|41.00\|43.60\|38.85\|3852300;2026-06-01\|39.39\|-6.64\|42.00\|42.15\|39.07\|2462325;2026-06-02\|42.89\|8.89\|39.03\|43.33\|39.03\|4059782;2026-06-03\|44.98\|4.87\|43.89\|46.98\|43.40\|4191823;2026-06-04\|46.06\|2.40\|43.81\|47.18\|43.81\|3543682;2026-06-05\|46.07\|0.02\|45.08\|49.37\|44.95\|4065648;2026-06-08\|49.53\|7.51\|44.00\|50.68\|44.00\|5131565;2026-06-09\|54.48\|9.99\|50.53\|54.48\|48.56\|4848082;2026-06-10\|50.20\|-7.86\|52.50\|53.79\|49.18\|3836724;2026-06-11\|49.27\|-1.85\|49.69\|51.00\|48.05\|2899092;2026-06-12\|48.60\|-1.36\|50.72\|52.20\|48.59\|3301235;2026-06-15\|51.35\|5.66\|49.97\|51.47\|46.88\|3099242;2026-06-16\|54.15\|5.45\|51.40\|55.16\|51.00\|3175822;2026-06-17\|54.91\|1.40\|52.65\|56.32\|52.63\|3096590;2026-06-18\|56.55\|2.99\|54.13\|57.77\|54.13\|2846263;2026-06-22\|59.63\|5.45\|58.38\|61.18\|57.57\|2993802;2026-06-23\|61.73\|3.52\|60.30\|64.64\|58.47\|3239779;2026-06-24\|61.91\|0.29\|60.00\|63.99\|59.80\|2991124;2026-06-25\|68.10\|10.00\|63.40\|68.10\|61.81\|3160833;2026-06-26\|61.29\|-10.00\|65.66\|66.48\|61.29\|3954530;2026-06-29\|58.84\|-4.00\|60.00\|62.26\|56.39\|3192123;2026-06-30\|60.68\|3.13\|59.81\|61.50\|58.05\|2517377;2026-07-01\|55.42\|-8.67\|60.10\|60.13\|54.61\|3575366;2026-07-02\|51.58\|-6.93\|52.65\|54.31\|50.60\|2791416;2026-07-03\|50.22\|-2.64\|50.82\|52.50\|50.11\|2334801;2026-07-06\|48.03\|-4.36\|51.67\|51.95\|46.58\|2686918;2026-07-07\|47.27\|-1.58\|47.94\|48.68\|46.68\|1928746;2026-07-08\|44.86\|-5.10\|47.97\|48.20\|44.71\|2203827;2026-07-09\|47.14\|5.08\|45.85\|47.28\|43.28\|3392001;2026-07-10\|45.91\|-2.61\|47.34\|49.78\|45.89\|3183892
115066	MPO、FAU、CPO等行业新技术受关注	CPO+1.6T光引擎+算力行业原因： 1、近日亚马逊、谷歌、微软等北美大厂最新财报中纷纷大幅上调资本开支。 2、英伟达CEO黄仁勋2月6日发声，试图向市场说明这些巨额开支是合理且可持续的，英伟达上周五单日大涨7.87%。公司原因： 1、据2026年2月4日互动易，公司CPO配套新产品进展正常，正与客户紧密配合持续推进。 2、据2025年11月27日机构调研，公司800G及1.6T高速光引擎已量产交付，绑定头部光模块客户。 3、据2026年1月21日业绩预告，2025年净利润预增40-60%至18.81-21.5亿元，主因AI及全球数据中心建设带动高速光器件需求。	公司基于EML的单波200G光发射器件已经小批量供应，开始研发高密度多通道阵列FA及外置光源发射器件。公司正在进行适用于CPO应用场景的多通道光纤耦合阵列的开发以及CPO-ELS模块应用的多通道高功率激光器的开发	2026-03-03\|334.56\|-4.41\|364.82\|364.99\|332.50\|445294;2026-03-04\|335.56\|0.30\|328.30\|343.08\|324.00\|288056;2026-03-05\|334.80\|-0.23\|342.00\|345.97\|325.08\|327860;2026-03-06\|322.88\|-3.56\|334.57\|336.30\|318.00\|332154;2026-03-09\|306.96\|-4.93\|306.75\|310.48\|292.00\|378965;2026-03-10\|340.48\|10.92\|329.00\|341.88\|325.01\|380508;2026-03-11\|331.00\|-2.78\|342.69\|344.44\|329.30\|267574;2026-03-12\|334.04\|0.92\|331.00\|336.80\|314.61\|356861;2026-03-13\|325.00\|-2.71\|323.18\|333.33\|322.12\|224433;2026-03-16\|311.17\|-4.26\|325.06\|326.60\|301.35\|352004;2026-03-17\|280.00\|-10.02\|288.00\|289.35\|277.17\|532355;2026-03-18\|303.30\|8.32\|293.99\|304.84\|293.00\|460771;2026-03-19\|307.99\|1.55\|305.57\|316.60\|301.00\|321089;2026-03-20\|312.00\|1.30\|335.00\|336.63\|312.00\|400797;2026-03-23\|298.49\|-4.33\|300.06\|309.00\|295.62\|274295;2026-03-24\|298.71\|0.07\|298.49\|308.88\|290.50\|308548;2026-03-25\|318.10\|6.49\|313.00\|331.50\|312.18\|383149;2026-03-26\|325.00\|2.17\|318.17\|339.00\|316.79\|401077;2026-03-27\|317.60\|-2.28\|311.00\|325.85\|302.25\|288743;2026-03-30\|316.81\|-0.25\|314.16\|322.00\|308.00\|231079;2026-03-31\|301.60\|-4.80\|308.60\|316.00\|298.22\|270576;2026-04-01\|333.33\|10.52\|316.67\|334.88\|312.89\|421999;2026-04-02\|322.80\|-3.16\|329.11\|336.05\|320.00\|281924;2026-04-03\|333.86\|3.43\|337.68\|344.40\|333.60\|319238;2026-04-07\|317.36\|-4.94\|334.02\|336.83\|314.85\|329008;2026-04-08\|337.00\|6.19\|330.00\|339.33\|320.00\|464132;2026-04-09\|346.90\|2.94\|337.02\|359.71\|331.13\|484902;2026-04-10\|358.90\|3.46\|346.90\|365.05\|341.40\|485053;2026-04-13\|351.00\|-2.20\|354.00\|357.29\|341.00\|374618;2026-04-14\|345.84\|-1.47\|352.30\|363.00\|343.80\|447787;2026-04-15\|330.66\|-4.39\|345.84\|347.99\|327.50\|415124;2026-04-16\|355.57\|7.53\|328.00\|359.77\|325.65\|485741;2026-04-17\|379.28\|6.67\|361.89\|383.66\|360.14\|456069;2026-04-20\|374.50\|-1.26\|376.16\|388.00\|367.01\|404531;2026-04-21\|353.00\|-5.74\|345.03\|370.89\|345.00\|551996;2026-04-22\|375.41\|6.35\|346.65\|380.50\|342.00\|519330;2026-04-23\|350.09\|-6.74\|375.60\|378.00\|343.50\|557550;2026-04-24\|323.87\|-7.49\|342.32\|346.07\|316.30\|551411;2026-04-27\|322.25\|-0.50\|325.00\|332.99\|317.90\|358152;2026-04-28\|309.80\|-3.86\|321.12\|321.64\|307.80\|345652;2026-04-29\|311.09\|0.42\|305.00\|317.50\|305.00\|254082;2026-04-30\|307.50\|-1.15\|312.87\|314.90\|305.00\|235989;2026-05-06\|316.16\|2.82\|312.85\|336.58\|311.00\|540668;2026-05-07\|328.14\|3.79\|322.00\|331.00\|305.00\|581696;2026-05-08\|326.30\|-0.56\|321.14\|335.13\|320.00\|356609;2026-05-11\|331.92\|1.72\|333.33\|335.00\|318.10\|464232;2026-05-12\|342.45\|3.17\|340.00\|349.30\|336.31\|505921;2026-05-13\|378.19\|10.44\|342.45\|383.79\|342.30\|726252;2026-05-14\|392.00\|3.65\|394.52\|406.56\|383.00\|679866;2026-05-15\|399.99\|2.04\|401.00\|414.08\|381.91\|676096;2026-05-18\|384.95\|-3.76\|388.99\|394.20\|370.00\|543490;2026-05-19\|363.00\|-5.70\|376.08\|377.00\|347.13\|546191;2026-05-20\|358.99\|-1.10\|360.27\|369.00\|351.00\|416244;2026-05-21\|337.21\|-6.07\|360.20\|364.57\|335.98\|418305;2026-05-22\|372.50\|10.47\|346.00\|375.00\|345.18\|572916;2026-05-25\|396.75\|6.51\|372.90\|397.77\|361.58\|524322;2026-05-26\|406.76\|2.52\|399.00\|410.00\|393.00\|472980;2026-05-27\|428.61\|5.37\|403.95\|444.64\|401.83\|518277;2026-05-28\|447.56\|4.42\|427.60\|450.15\|409.00\|488237;2026-05-29\|455.20\|1.71\|467.00\|492.38\|452.00\|615055;2026-06-01\|428.88\|-5.78\|459.75\|465.70\|428.38\|441243;2026-06-02\|457.00\|6.56\|435.08\|463.01\|424.47\|475258;2026-06-03\|497.38\|8.84\|501.00\|525.00\|482.99\|599370;2026-06-04\|480.45\|-3.40\|478.91\|491.30\|476.87\|352976;2026-06-05\|457.00\|-4.88\|483.00\|501.87\|449.00\|471206;2026-06-08\|425.11\|-6.98\|439.00\|442.79\|415.72\|421234;2026-06-09\|443.92\|4.42\|437.88\|445.59\|429.50\|350773;2026-06-10\|411.08\|-7.40\|418.00\|425.00\|403.04\|447797;2026-06-11\|412.30\|0.30\|412.52\|424.85\|402.00\|333287;2026-06-12\|280.95\|-4.44\|303.02\|305.00\|280.95\|474289;2026-06-15\|305.04\|8.57\|286.56\|306.12\|277.18\|541728;2026-06-16\|324.71\|6.45\|311.56\|331.61\|306.01\|578379;2026-06-17\|329.33\|1.42\|318.00\|329.97\|315.00\|467027;2026-06-18\|336.60\|2.21\|325.00\|340.49\|324.00\|491851;2026-06-22\|326.12\|-3.11\|338.00\|338.90\|315.99\|619272;2026-06-23\|311.06\|-4.62\|326.12\|326.12\|308.24\|458309;2026-06-24\|325.28\|4.57\|311.05\|326.00\|306.00\|451432;2026-06-25\|341.97\|5.13\|318.08\|346.00\|312.00\|796690;2026-06-26\|318.00\|-7.01\|331.00\|334.68\|316.80\|481933;2026-06-29\|295.15\|-7.19\|309.00\|313.99\|288.86\|528001;2026-06-30\|302.68\|2.55\|295.00\|309.89\|290.02\|423892;2026-07-01\|285.00\|-5.84\|301.00\|304.00\|280.00\|561856;2026-07-02\|250.77\|-12.01\|271.00\|272.00\|250.01\|529244;2026-07-03\|250.10\|-0.27\|252.00\|260.43\|245.94\|402819;2026-07-06\|237.00\|-5.24\|250.58\|253.99\|231.45\|463157;2026-07-07\|244.09\|2.99\|237.00\|246.50\|234.66\|424116;2026-07-08\|245.68\|0.65\|246.01\|253.20\|240.20\|432555;2026-07-09\|271.50\|10.51\|252.50\|272.94\|248.53\|556102;2026-07-10\|271.12\|-0.14\|281.00\|291.80\|270.91\|646231
115065	MPO、FAU、CPO等行业新技术受关注	CPO+光芯片+碳化硅+化合物半导体行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年6月17日互动易，公司应用于400G、800G光模块的光芯片已批量出货，应用于1.6T光模块的光芯片已向客户送样验证；针对CPO技术应用场景，公司可提供CW光源、EML、Micro LED等光芯片产品，可满足CPO技术在高速光互连、数据中心等核心领域的应用需求。 2、据2026年6月17日互动易，公司12吋碳化硅衬底已向客户送样验证；据2026年4月25日年报，湖南三安是国内为数不多的碳化硅全链垂直整合制造服务平台，产品广泛应用于新能源汽车、光伏储能、AI数据中心服务器等领域。 3、据2026年4月25日年报，公司是国内化合物半导体领域产销规模居首的龙头企业，掌握的核心技术与研发能力已达到国际先进水平，系“高能效氮化物长波长发光材料”及“集成电路宽禁带半导体方向”领域的“双链主”单位。	首批稳定量产Mini/Micro LED芯片制造商之一；公司可提供用于光模块的激光器、探测器产品，目前高速产品已实现批量出货	2026-03-03\|14.70\|-9.59\|16.26\|16.44\|14.65\|2107863;2026-03-04\|14.66\|-0.27\|14.50\|15.02\|14.38\|837022;2026-03-05\|16.13\|10.03\|15.98\|16.13\|15.97\|794490;2026-03-06\|16.97\|5.21\|17.08\|17.30\|16.33\|4818498;2026-03-09\|16.38\|-3.48\|16.32\|16.55\|15.71\|2627945;2026-03-10\|16.11\|-1.65\|16.50\|16.50\|15.90\|1903158;2026-03-11\|17.04\|5.77\|16.15\|17.42\|16.05\|3272110;2026-03-12\|18.74\|9.98\|17.05\|18.74\|17.00\|4354188;2026-03-13\|18.14\|-3.20\|18.39\|18.77\|18.08\|3405816;2026-03-16\|17.80\|-1.87\|17.98\|18.16\|17.50\|2023531;2026-03-17\|16.56\|-6.97\|18.17\|18.20\|16.50\|2839752;2026-03-18\|16.87\|1.87\|16.62\|17.07\|16.48\|1852911;2026-03-19\|16.60\|-1.60\|16.41\|16.98\|16.10\|1598944;2026-03-20\|16.54\|-0.36\|16.88\|17.66\|16.54\|2347441;2026-03-23\|14.89\|-9.98\|14.89\|14.89\|14.89\|292517;2026-03-24\|13.85\|-6.98\|14.00\|14.29\|13.40\|4686111;2026-03-25\|13.96\|0.79\|13.63\|14.31\|13.62\|3251098;2026-03-26\|12.91\|-7.52\|13.95\|14.01\|12.84\|3186366;2026-03-27\|12.56\|-2.71\|12.51\|12.72\|12.16\|2259859;2026-03-30\|12.17\|-3.11\|11.93\|12.30\|11.45\|2974186;2026-03-31\|11.67\|-4.11\|12.17\|12.28\|11.63\|1947158;2026-04-01\|11.85\|1.54\|11.89\|12.02\|11.71\|1495764;2026-04-02\|11.40\|-3.80\|11.81\|11.97\|11.33\|1462947;2026-04-03\|11.65\|2.19\|11.50\|12.08\|11.43\|2284225;2026-04-07\|12.02\|3.18\|11.73\|12.34\|11.72\|2047676;2026-04-08\|12.41\|3.24\|12.30\|12.42\|12.05\|2212431;2026-04-09\|11.84\|-4.59\|11.70\|12.07\|11.35\|3242583;2026-04-10\|11.94\|0.84\|11.85\|12.25\|11.71\|2858592;2026-04-13\|12.45\|4.27\|11.90\|12.59\|11.85\|3005111;2026-04-14\|12.22\|-1.85\|12.30\|12.59\|12.10\|2563599;2026-04-15\|12.14\|-0.65\|12.36\|12.47\|12.08\|1970308;2026-04-16\|12.13\|-0.08\|12.09\|12.14\|11.90\|1464875;2026-04-17\|13.34\|9.98\|12.13\|13.34\|12.09\|4289269;2026-04-20\|13.65\|2.32\|13.50\|13.92\|13.34\|4371502;2026-04-21\|13.58\|-0.51\|13.64\|14.11\|13.36\|2723476;2026-04-22\|14.94\|10.01\|13.59\|14.94\|13.59\|2138560;2026-04-23\|15.51\|3.82\|15.90\|16.06\|15.19\|5422642;2026-04-24\|15.11\|-2.58\|15.35\|15.94\|15.00\|3553455;2026-04-27\|14.73\|-2.51\|14.98\|15.46\|14.54\|2994202;2026-04-28\|13.99\|-5.02\|14.52\|14.68\|13.92\|2373756;2026-04-29\|13.94\|-0.36\|13.80\|14.27\|13.79\|1762558;2026-04-30\|13.67\|-1.94\|13.97\|14.05\|13.58\|1630497;2026-05-06\|14.68\|7.39\|14.06\|15.04\|14.06\|3291835;2026-05-07\|15.14\|3.13\|14.68\|15.25\|14.61\|3020065;2026-05-08\|15.28\|0.92\|14.95\|15.45\|14.77\|2455606;2026-05-11\|16.04\|4.97\|15.62\|16.33\|15.60\|3697353;2026-05-12\|16.72\|4.24\|16.11\|17.00\|15.95\|4031943;2026-05-13\|16.84\|0.72\|16.39\|17.15\|16.18\|3415873;2026-05-14\|17.45\|3.62\|16.96\|18.04\|16.95\|4232864;2026-05-15\|16.16\|-7.39\|17.69\|17.88\|15.90\|4659033;2026-05-18\|16.18\|0.12\|15.69\|16.75\|15.69\|2832619;2026-05-19\|16.85\|4.14\|16.10\|16.98\|15.64\|3144009;2026-05-20\|16.75\|-0.59\|16.60\|17.08\|16.39\|2592493;2026-05-21\|15.70\|-6.27\|17.30\|17.47\|15.65\|3243008;2026-05-22\|16.20\|3.18\|15.99\|16.35\|15.75\|2035898;2026-05-25\|16.13\|-0.43\|16.25\|16.53\|15.75\|2206954;2026-05-26\|15.85\|-1.74\|16.05\|16.16\|15.60\|2090676;2026-05-27\|16.61\|4.79\|15.95\|17.42\|15.89\|4345938;2026-05-28\|16.85\|1.44\|16.30\|17.05\|16.11\|2809017;2026-05-29\|15.64\|-7.18\|17.00\|17.17\|15.50\|3585497;2026-06-01\|15.16\|-3.07\|15.64\|15.96\|15.09\|2118760;2026-06-02\|15.16\|0.00\|15.20\|15.47\|14.59\|2002947;2026-06-03\|15.51\|2.31\|15.43\|16.58\|15.25\|3245769;2026-06-04\|17.06\|9.99\|15.47\|17.06\|15.41\|2746189;2026-06-05\|16.91\|-0.88\|17.06\|17.60\|16.68\|4611966;2026-06-08\|16.45\|-2.72\|16.11\|17.50\|16.11\|3235138;2026-06-09\|17.30\|5.17\|16.88\|17.31\|16.05\|3511109;2026-06-10\|15.57\|-10.00\|16.78\|16.84\|15.57\|3839648;2026-06-11\|15.26\|-1.99\|15.02\|15.59\|14.78\|2154369;2026-06-12\|13.92\|-8.78\|14.48\|15.18\|13.89\|4319917;2026-06-15\|15.31\|9.99\|13.97\|15.31\|13.97\|3189355;2026-06-16\|16.84\|9.99\|15.70\|16.84\|15.56\|4668854;2026-06-17\|17.16\|1.90\|16.96\|17.43\|16.79\|3531051;2026-06-18\|17.54\|2.21\|17.71\|18.00\|17.26\|3017996;2026-06-22\|19.29\|9.98\|18.91\|19.29\|18.68\|3728794;2026-06-23\|19.83\|2.80\|19.50\|20.52\|19.03\|5559688;2026-06-24\|21.81\|9.98\|19.30\|21.81\|19.30\|2303851;2026-06-25\|21.67\|-0.64\|22.35\|22.88\|21.09\|6869531;2026-06-26\|21.73\|0.28\|21.55\|23.18\|21.41\|5432212;2026-06-29\|21.06\|-3.08\|22.40\|22.89\|20.07\|5276839;2026-06-30\|21.22\|0.76\|20.68\|21.74\|20.38\|3850038;2026-07-01\|19.84\|-6.50\|21.14\|21.60\|19.58\|4669320;2026-07-02\|19.04\|-4.03\|19.12\|20.20\|18.52\|3190176;2026-07-03\|18.23\|-4.25\|19.05\|19.38\|18.21\|2713557;2026-07-06\|17.35\|-4.83\|18.49\|18.90\|17.00\|2853942;2026-07-07\|17.78\|2.48\|17.33\|18.30\|16.99\|3260180;2026-07-08\|16.65\|-6.36\|17.80\|17.95\|16.41\|2739367;2026-07-09\|17.80\|6.91\|16.90\|17.82\|16.55\|2898209;2026-07-10\|16.94\|-4.83\|18.10\|18.69\|16.93\|3322107
115064	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：分布式光纤传感龙头，MPO/CPO技术升级带动光通信设备需求提升；涨停缘由：国内海缆监控市占率第一，国家电网/南方电网及海上风电项目持续中标；MPO、FAU、CPO等光互联新技术加速商用，光纤传感需求同步增长；资金逻辑：光通信板块受新技术催化活跃度提升，主力资金布局高壁垒、高确定性细分龙头；风险提示：主业集中于电网及海风领域，下游资本开支节奏变化可能影响订单稳定性	公司分布式光纤传感系统已规模用于国家电网、南方电网及海上风电海缆监控，国内海缆监控市占率第一，技术壁垒高	2026-03-03\|33.42\|-1.82\|33.94\|34.78\|33.29\|28582;2026-03-04\|31.35\|-6.19\|32.51\|33.59\|30.59\|31749;2026-03-05\|31.88\|1.69\|31.60\|32.71\|31.50\|19216;2026-03-06\|32.60\|2.26\|31.99\|32.94\|31.63\|15138;2026-03-09\|33.60\|3.07\|31.90\|33.90\|31.58\|25795;2026-03-10\|34.61\|3.01\|33.95\|34.88\|33.55\|13765;2026-03-11\|35.48\|2.51\|34.70\|35.89\|34.53\|21222;2026-03-12\|34.83\|-1.83\|35.45\|35.83\|33.89\|24157;2026-03-13\|35.26\|1.23\|35.30\|36.50\|34.50\|19239;2026-03-16\|34.44\|-2.33\|35.03\|35.35\|33.89\|21451;2026-03-17\|33.22\|-3.54\|34.57\|34.81\|33.20\|12353;2026-03-18\|34.30\|3.25\|33.33\|34.43\|33.08\|11693;2026-03-19\|32.86\|-4.20\|33.65\|34.20\|32.62\|11915;2026-03-20\|31.36\|-4.56\|33.30\|33.38\|31.32\|16682;2026-03-23\|28.70\|-8.48\|31.36\|31.36\|28.35\|23495;2026-03-24\|30.63\|6.72\|29.30\|30.80\|28.93\|16177;2026-03-25\|31.35\|2.35\|30.78\|31.78\|30.63\|11006;2026-03-26\|31.78\|1.37\|31.50\|31.90\|30.69\|13915;2026-03-27\|32.77\|3.12\|31.65\|33.07\|31.04\|17882;2026-03-30\|35.65\|8.79\|32.80\|35.77\|32.01\|22459;2026-03-31\|34.53\|-3.14\|36.01\|36.01\|33.72\|22778;2026-04-01\|35.00\|1.36\|35.02\|35.49\|34.02\|12733;2026-04-02\|34.66\|-0.97\|35.20\|35.56\|34.40\|10992;2026-04-03\|34.60\|-0.17\|34.64\|35.44\|34.30\|12218;2026-04-07\|35.87\|3.67\|34.73\|36.33\|34.32\|20702;2026-04-08\|36.71\|2.34\|36.59\|36.71\|35.40\|21748;2026-04-09\|38.78\|5.64\|36.72\|40.31\|36.59\|34776;2026-04-10\|37.72\|-2.73\|39.42\|39.42\|33.00\|27483;2026-04-13\|40.28\|6.79\|38.30\|41.49\|36.30\|29668;2026-04-14\|41.48\|2.98\|40.21\|42.60\|39.65\|32622;2026-04-15\|40.00\|-3.57\|41.87\|41.87\|39.79\|20715;2026-04-16\|40.29\|0.72\|40.00\|40.92\|39.75\|15802;2026-04-17\|41.26\|2.41\|40.30\|42.46\|40.22\|21393;2026-04-20\|44.03\|6.71\|40.50\|44.50\|40.50\|29454;2026-04-21\|46.87\|6.45\|43.00\|46.96\|43.00\|31656;2026-04-22\|47.50\|1.34\|46.50\|48.48\|46.00\|25315;2026-04-23\|46.90\|-1.26\|47.97\|48.04\|46.31\|18933;2026-04-24\|44.68\|-4.73\|46.43\|47.22\|44.25\|27848;2026-04-27\|46.47\|4.01\|44.64\|47.64\|44.40\|24415;2026-04-28\|44.33\|-4.61\|47.00\|47.00\|43.96\|18818;2026-04-29\|44.55\|0.50\|43.89\|45.35\|43.70\|17099;2026-04-30\|46.38\|4.11\|47.23\|47.70\|44.62\|22347;2026-05-06\|47.36\|2.11\|46.52\|49.10\|45.00\|29292;2026-05-07\|48.18\|1.73\|47.36\|48.73\|47.06\|20391;2026-05-08\|46.00\|-4.52\|47.25\|48.00\|45.21\|22918;2026-05-11\|50.10\|8.91\|47.00\|52.18\|46.40\|36978;2026-05-12\|49.22\|-1.76\|50.50\|50.50\|48.24\|27586;2026-05-13\|47.60\|-3.29\|48.90\|51.96\|47.48\|21531;2026-05-14\|47.17\|-0.90\|47.69\|49.36\|46.50\|19598;2026-05-15\|46.30\|-1.84\|47.23\|47.57\|45.68\|13790;2026-05-18\|47.22\|1.99\|46.75\|47.80\|45.79\|13102;2026-05-19\|46.53\|-1.46\|47.83\|47.83\|45.50\|11217;2026-05-20\|46.74\|0.45\|46.30\|46.97\|45.81\|10252;2026-05-21\|46.15\|-1.26\|47.25\|48.92\|45.99\|18704;2026-05-22\|49.09\|6.37\|47.00\|49.98\|46.00\|17728;2026-05-25\|46.60\|-5.07\|49.31\|52.88\|46.00\|27767;2026-05-26\|46.68\|0.17\|46.32\|47.96\|42.03\|21633;2026-05-27\|46.44\|-0.51\|45.98\|46.80\|44.33\|16822;2026-05-28\|47.13\|1.49\|47.37\|47.37\|44.60\|16921;2026-05-29\|47.25\|0.25\|47.14\|48.86\|45.20\|15575;2026-06-01\|46.65\|-1.27\|45.65\|47.67\|45.40\|13573;2026-06-02\|45.32\|-2.85\|45.71\|47.47\|44.74\|12688;2026-06-03\|45.07\|-0.55\|45.33\|45.96\|43.85\|13668;2026-06-04\|44.10\|-2.15\|43.00\|45.26\|43.00\|6732;2026-06-05\|42.66\|-3.27\|44.11\|44.28\|41.50\|15443;2026-06-08\|38.67\|-9.35\|40.00\|43.87\|37.60\|24845;2026-06-09\|38.88\|0.54\|40.00\|40.47\|38.22\|21888;2026-06-10\|38.28\|-1.54\|39.26\|40.64\|36.80\|17273;2026-06-11\|40.61\|6.09\|38.24\|42.43\|36.87\|27951;2026-06-12\|40.85\|0.59\|41.99\|42.23\|39.75\|22007;2026-06-15\|41.20\|0.86\|40.70\|41.50\|39.56\|17527;2026-06-16\|46.60\|13.11\|41.50\|46.60\|41.00\|29958;2026-06-17\|47.50\|1.93\|46.04\|48.25\|45.00\|23784;2026-06-18\|51.81\|9.07\|46.49\|52.14\|46.49\|33054;2026-06-22\|52.94\|2.18\|51.50\|54.71\|49.00\|33971;2026-06-23\|53.88\|1.78\|52.00\|54.47\|50.52\|32096;2026-06-24\|52.46\|-2.64\|54.00\|54.07\|51.00\|27617;2026-06-25\|53.39\|1.77\|51.94\|53.47\|50.81\|21846;2026-06-26\|54.55\|2.17\|52.80\|57.99\|52.58\|29628;2026-06-29\|61.78\|13.25\|55.41\|61.90\|54.81\|50199;2026-06-30\|66.99\|8.43\|63.00\|68.68\|59.62\|51918;2026-07-01\|66.99\|0.00\|66.84\|69.46\|65.00\|37620;2026-07-02\|64.22\|-4.13\|67.07\|70.80\|64.10\|45006;2026-07-03\|63.48\|-1.15\|62.20\|69.60\|58.90\|71615;2026-07-06\|59.94\|-5.58\|62.25\|66.60\|59.11\|49959;2026-07-07\|56.33\|-6.02\|60.25\|60.50\|56.00\|32150;2026-07-08\|57.22\|1.58\|57.02\|58.85\|53.60\|23503;2026-07-09\|62.53\|9.28\|57.82\|62.57\|56.90\|33226;2026-07-10\|54.07\|-13.53\|62.72\|64.99\|52.19\|5764304
115063	MPO、FAU、CPO等行业新技术受关注	半导体测试+人形机器人+苹果订单行业原因：据新华社，5月25日，华为公司发表了韬(τ)定律，提出以“时间缩微”替代“几何缩微”作为半导体发展新原则。预计2026年秋季推出的麒麟芯片将采用基于该定律的逻辑折叠技术以提升性能。华为还预计，到2031年基于韬(τ)定律的高端芯片晶体管密度有望达到1.4纳米制程的同等水平。公司原因： 1、据2026年4月30日年报，公司2026年经营计划明确利用产业链协同优势布局人形机器人测试业务，相关执行器控制器模块测试设备已供货海外实验室。 2、据2026年4月30日年报，公司可为芯片、SiP、模块等提供ATE与PXIe架构半导体测试机，2025年研发投入3.94亿元，占营收21.6%，技术对标海外垄断机型。 3、据2026年4月30日年报，公司长期为苹果公司手机屏幕检测设备供应商，并与三星、LG、京东方等保持合作，产品覆盖手机、平板、手表、耳机等测试。	1、公司拟以现金2.06亿元收购武汉普赛斯39%股权，标的长期专注于光电测试仪器仪表与测试装备，产品覆盖示波器、源表、误码仪等光模块测试全品类产品； 2、公司人形机器人控制器模块测试设备已供货海外实验室，并计划2026年继续扩大该领域测试业务	2026-03-03\|30.89\|-7.10\|33.41\|33.70\|30.83\|58305;2026-03-04\|30.11\|-2.53\|30.75\|31.44\|30.00\|40732;2026-03-05\|34.55\|14.75\|30.65\|34.99\|30.65\|127721;2026-03-06\|32.86\|-4.89\|33.89\|34.59\|32.37\|94559;2026-03-09\|31.47\|-4.23\|26.30\|31.96\|26.30\|78191;2026-03-10\|32.31\|2.67\|32.11\|32.43\|31.80\|49794;2026-03-11\|35.81\|10.83\|32.44\|38.50\|32.24\|167619;2026-03-12\|34.58\|-3.43\|36.20\|36.21\|34.24\|91549;2026-03-13\|33.15\|-4.14\|34.72\|35.00\|33.10\|60933;2026-03-16\|33.54\|1.18\|33.11\|34.19\|32.15\|51992;2026-03-17\|31.83\|-5.10\|33.73\|33.80\|31.81\|49139;2026-03-18\|32.77\|2.95\|32.47\|32.80\|31.70\|40812;2026-03-19\|31.39\|-4.21\|32.25\|32.57\|31.00\|44238;2026-03-20\|30.43\|-3.06\|31.55\|32.08\|30.33\|41345;2026-03-23\|28.19\|-7.36\|30.31\|30.31\|27.83\|60828;2026-03-24\|30.00\|6.42\|29.39\|30.27\|28.18\|50337;2026-03-25\|30.84\|2.80\|30.00\|31.49\|30.00\|39413;2026-03-26\|30.16\|-2.20\|30.68\|31.44\|29.93\|32195;2026-03-27\|30.30\|0.46\|29.52\|30.50\|29.50\|22683;2026-03-30\|30.60\|0.99\|30.29\|31.17\|29.27\|29517;2026-03-31\|30.29\|-1.01\|30.51\|31.69\|30.21\|32357;2026-04-01\|31.71\|4.69\|31.00\|32.17\|30.71\|36793;2026-04-02\|32.67\|3.03\|31.37\|34.17\|31.30\|79428;2026-04-03\|34.97\|7.04\|32.99\|35.47\|32.59\|87291;2026-04-07\|37.35\|6.81\|35.10\|38.20\|34.83\|94343;2026-04-08\|38.96\|4.31\|37.71\|39.72\|36.55\|134382;2026-04-09\|41.90\|7.55\|38.76\|42.41\|38.35\|142101;2026-04-10\|39.80\|-5.01\|42.32\|42.40\|39.29\|107352;2026-04-13\|40.90\|2.76\|40.60\|42.38\|40.00\|87845;2026-04-14\|42.41\|3.69\|41.32\|43.28\|40.99\|105462;2026-04-15\|41.62\|-1.86\|42.44\|42.93\|41.40\|65654;2026-04-16\|40.84\|-1.87\|41.30\|41.88\|40.29\|80701;2026-04-17\|44.50\|8.96\|40.86\|45.79\|40.53\|137483;2026-04-20\|43.85\|-1.46\|44.48\|45.30\|43.25\|98144;2026-04-21\|44.14\|0.66\|43.55\|45.11\|42.68\|79346;2026-04-22\|47.52\|7.66\|43.84\|49.12\|43.56\|131518;2026-04-23\|46.07\|-3.05\|47.52\|48.50\|44.60\|125890;2026-04-24\|50.55\|9.72\|50.70\|54.23\|49.31\|268480;2026-04-27\|60.66\|20.00\|52.25\|60.66\|51.98\|264377;2026-04-28\|58.86\|-2.97\|59.80\|61.20\|55.80\|267456;2026-04-29\|55.00\|-6.56\|57.69\|59.48\|54.80\|194958;2026-04-30\|52.91\|-3.80\|55.80\|55.99\|52.28\|232891;2026-05-06\|52.53\|-0.72\|53.09\|54.77\|51.75\|143966;2026-05-07\|56.86\|8.24\|51.58\|58.00\|50.71\|236613;2026-05-08\|63.90\|12.38\|57.43\|64.33\|56.95\|247863;2026-05-11\|61.65\|-3.52\|63.00\|63.30\|61.03\|185309;2026-05-12\|62.68\|1.67\|61.69\|63.53\|60.46\|173277;2026-05-13\|62.41\|-0.43\|61.00\|62.64\|58.95\|215141;2026-05-14\|59.80\|-4.18\|60.01\|62.50\|59.00\|172191;2026-05-15\|57.99\|-3.03\|59.50\|59.90\|56.80\|143244;2026-05-18\|57.21\|-1.35\|56.84\|59.85\|56.55\|106509;2026-05-19\|57.15\|-0.10\|56.83\|57.69\|54.95\|112313;2026-05-20\|61.31\|7.28\|56.58\|63.53\|56.58\|182652;2026-05-21\|66.77\|8.91\|63.50\|71.98\|63.50\|230531;2026-05-22\|68.79\|3.03\|67.44\|70.10\|65.20\|155807;2026-05-25\|82.55\|20.00\|75.10\|82.55\|75.10\|160071;2026-05-26\|80.68\|-2.27\|83.26\|85.45\|79.80\|243159;2026-05-27\|77.34\|-4.14\|79.15\|82.21\|76.64\|159017;2026-05-28\|75.19\|-2.78\|76.55\|76.99\|71.58\|166986;2026-05-29\|71.45\|-4.97\|75.93\|77.80\|70.71\|127423;2026-06-01\|69.70\|-2.45\|71.50\|73.99\|67.26\|133666;2026-06-02\|70.86\|1.66\|69.57\|72.23\|65.77\|148626;2026-06-03\|70.45\|-0.58\|70.55\|73.50\|69.00\|123026;2026-06-04\|75.19\|6.73\|69.68\|75.48\|68.48\|131414;2026-06-05\|69.40\|-7.70\|73.69\|73.88\|68.97\|133083;2026-06-08\|63.58\|-8.39\|62.50\|66.49\|62.10\|131363;2026-06-09\|64.69\|1.75\|64.35\|65.74\|62.28\|119378;2026-06-10\|62.14\|-3.94\|62.51\|64.20\|60.93\|77416;2026-06-11\|60.00\|-3.44\|61.30\|62.24\|58.99\|112341;2026-06-12\|58.74\|-2.10\|63.00\|63.00\|58.30\|86344;2026-06-15\|61.95\|5.46\|59.59\|62.97\|59.14\|102420;2026-06-16\|70.64\|14.03\|62.21\|71.15\|61.43\|170326;2026-06-17\|73.69\|4.32\|68.02\|75.50\|68.02\|160273;2026-06-18\|81.09\|10.04\|72.50\|82.12\|72.06\|187303;2026-06-22\|79.50\|-1.96\|81.00\|83.22\|76.07\|170013;2026-06-23\|81.98\|3.12\|79.11\|84.98\|76.00\|163602;2026-06-24\|89.99\|9.77\|82.00\|93.33\|79.18\|160119;2026-06-25\|92.54\|2.83\|87.00\|93.00\|86.30\|133013;2026-06-26\|87.66\|-5.27\|91.44\|94.07\|87.00\|101033;2026-06-29\|82.00\|-6.46\|91.21\|91.25\|80.50\|129070;2026-06-30\|85.70\|4.51\|82.53\|87.58\|81.00\|83473;2026-07-01\|79.20\|-7.58\|86.42\|86.42\|78.77\|121387;2026-07-02\|73.30\|-7.45\|78.00\|79.15\|73.03\|104150;2026-07-03\|72.58\|-0.98\|73.30\|77.90\|71.33\|89137;2026-07-06\|68.00\|-6.31\|73.40\|74.44\|67.28\|100328;2026-07-07\|66.67\|-1.96\|68.80\|68.80\|65.11\|69842;2026-07-08\|65.16\|-2.26\|68.20\|69.23\|63.50\|67420;2026-07-09\|68.11\|4.61\|66.36\|68.41\|63.06\|78231;2026-07-10\|64.38\|-5.48\|69.47\|70.19\|64.13\|8906980
115062	MPO、FAU、CPO等行业新技术受关注	薄膜铌酸锂+光通讯器件+珠海国资+指数调入行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年4月1日投资者关系活动记录表，薄膜铌酸锂具备高带宽、低损耗、高线性度等优势，与CPO技术发展方向高度适配；公司已掌握芯片设计、制程、封装和测试等核心技术，具备开发高达800Gbps及以上速率的薄膜铌酸锂调制器芯片和器件的关键能力。 2、据2025年年度报告及2026年4月23日公告，公司2025年光通讯器件销售收入同比增长100.37%，2026年一季度归母净利润4473.64万元，同比增长312.52%；公司最终控制人为珠海市人民政府国有资产监督管理委员会。 3、据中国基金报2026年6月14日报道，深交所决定于2026年6月15日对创业板指、创业板50等指数实施样本股定期调整，光库科技获调入。	1、公司在光博会上展示了其与Calient合作的MEMS方案OCS交换机整机产品。 2、公司拟收购安捷讯100%股份，标的主营业务为光通信领域光无源器件。	2026-03-03\|169.54\|-0.27\|174.00\|184.88\|169.00\|236040;2026-03-04\|167.09\|-1.45\|164.50\|171.68\|162.00\|130771;2026-03-05\|164.40\|-1.61\|172.00\|174.55\|163.15\|182609;2026-03-06\|162.16\|-1.36\|161.02\|166.43\|156.00\|136343;2026-03-09\|151.10\|-6.82\|155.00\|155.03\|142.90\|170840;2026-03-10\|163.05\|7.91\|155.13\|164.20\|155.09\|182534;2026-03-11\|161.67\|-0.85\|164.00\|171.68\|161.33\|160746;2026-03-12\|168.36\|4.14\|161.00\|170.80\|161.00\|201252;2026-03-13\|165.00\|-2.00\|165.02\|171.80\|162.78\|137590;2026-03-16\|168.70\|2.24\|164.91\|174.37\|164.91\|220026;2026-03-17\|150.80\|-10.61\|165.00\|165.00\|150.80\|206072;2026-03-18\|153.26\|1.63\|153.00\|154.85\|149.02\|112840;2026-03-19\|149.98\|-2.14\|149.00\|152.98\|148.00\|88363;2026-03-20\|163.80\|9.21\|153.68\|175.00\|153.68\|371018;2026-03-23\|167.91\|2.51\|160.01\|173.99\|158.78\|272475;2026-03-24\|179.73\|7.04\|170.00\|180.80\|161.50\|295003;2026-03-25\|184.52\|2.67\|188.72\|194.94\|178.00\|275006;2026-03-26\|179.08\|-2.95\|184.00\|186.58\|178.66\|155521;2026-03-27\|194.47\|8.59\|175.00\|199.99\|172.33\|278957;2026-03-30\|188.50\|-3.07\|188.73\|193.65\|185.60\|166987;2026-03-31\|178.03\|-5.55\|185.22\|185.66\|175.40\|170608;2026-04-01\|186.99\|5.03\|184.96\|187.80\|177.50\|175935;2026-04-02\|200.07\|7.00\|189.99\|212.26\|188.88\|247494;2026-04-03\|222.96\|11.44\|205.00\|229.90\|205.00\|243933;2026-04-07\|219.30\|-1.64\|222.25\|227.90\|217.00\|177527;2026-04-08\|222.02\|1.24\|231.00\|233.30\|214.00\|264458;2026-04-09\|231.11\|4.09\|218.03\|236.01\|218.03\|228782;2026-04-10\|232.88\|0.77\|231.11\|242.78\|223.34\|235010;2026-04-13\|226.75\|-2.63\|226.68\|230.80\|223.61\|176201;2026-04-14\|230.60\|1.70\|228.00\|238.80\|224.01\|213016;2026-04-15\|227.45\|-1.37\|228.53\|235.60\|226.26\|176971;2026-04-16\|231.06\|1.59\|224.90\|236.80\|224.90\|143633;2026-04-17\|251.83\|8.99\|238.16\|260.55\|235.80\|272870;2026-04-20\|250.92\|-0.36\|250.00\|262.98\|244.44\|225666;2026-04-21\|256.82\|2.35\|245.00\|259.00\|243.00\|180655;2026-04-22\|274.52\|6.89\|259.08\|279.86\|256.00\|228109;2026-04-23\|246.93\|-10.05\|280.20\|282.30\|242.00\|327375;2026-04-24\|237.84\|-3.68\|242.03\|246.66\|230.60\|228575;2026-04-27\|239.70\|0.78\|242.00\|246.06\|236.00\|166778;2026-04-28\|238.70\|-0.42\|236.92\|245.63\|235.00\|120362;2026-04-29\|235.25\|-1.45\|233.18\|241.50\|233.01\|118192;2026-04-30\|237.96\|1.15\|239.99\|243.50\|233.05\|115644;2026-05-06\|247.36\|3.95\|241.00\|252.45\|240.60\|185606;2026-05-07\|259.81\|5.03\|247.43\|260.00\|238.90\|198044;2026-05-08\|259.10\|-0.27\|250.00\|264.98\|248.02\|168595;2026-05-11\|266.06\|2.69\|263.90\|271.66\|254.00\|173623;2026-05-12\|261.58\|-1.61\|271.99\|278.66\|257.50\|163884;2026-05-13\|276.88\|5.85\|252.97\|279.87\|251.10\|188574;2026-05-14\|286.63\|3.52\|284.18\|303.80\|280.55\|209754;2026-05-15\|272.02\|-5.10\|292.08\|298.00\|260.00\|243640;2026-05-18\|274.99\|1.09\|270.03\|285.48\|265.95\|169181;2026-05-19\|269.93\|-1.84\|272.34\|278.80\|256.50\|151602;2026-05-20\|269.50\|-0.16\|270.28\|271.71\|260.01\|128396;2026-05-21\|249.90\|-7.27\|273.80\|275.40\|249.01\|147367;2026-05-22\|266.18\|6.51\|254.19\|270.85\|254.10\|151493;2026-05-25\|272.80\|2.49\|270.00\|273.03\|258.09\|154812;2026-05-26\|252.98\|-7.27\|269.99\|270.00\|247.90\|167237;2026-05-27\|259.84\|2.71\|249.22\|273.50\|245.13\|202889;2026-05-28\|292.99\|12.76\|256.00\|297.12\|253.20\|282192;2026-05-29\|278.78\|-4.85\|291.54\|292.00\|271.00\|224694;2026-06-01\|278.65\|-0.05\|275.99\|296.80\|272.72\|200101;2026-06-02\|320.02\|14.85\|284.15\|323.33\|283.00\|285909;2026-06-03\|337.06\|5.32\|333.00\|351.00\|329.54\|271001;2026-06-04\|319.26\|-5.28\|329.39\|335.39\|318.00\|180770;2026-06-05\|320.30\|0.33\|324.00\|359.73\|318.00\|232549;2026-06-08\|299.67\|-6.44\|300.00\|309.40\|290.96\|174855;2026-06-09\|308.65\|3.00\|303.00\|311.99\|293.32\|184718;2026-06-10\|286.60\|-7.14\|293.01\|293.77\|282.00\|147310;2026-06-11\|293.45\|2.39\|284.40\|303.66\|284.00\|148483;2026-06-12\|285.88\|-2.58\|301.00\|303.00\|285.30\|148217;2026-06-15\|343.05\|20.00\|292.50\|343.06\|292.42\|253183;2026-06-16\|392.49\|14.41\|359.02\|395.50\|359.02\|269384;2026-06-17\|395.20\|0.69\|379.10\|404.98\|379.10\|158397;2026-06-18\|390.80\|-1.11\|390.50\|396.20\|382.26\|134070;2026-06-22\|391.98\|0.30\|396.80\|399.12\|373.20\|163247;2026-06-23\|384.52\|-1.90\|388.83\|399.87\|371.80\|136079;2026-06-24\|406.00\|5.59\|385.19\|413.30\|385.19\|169813;2026-06-25\|395.46\|-2.60\|394.01\|397.94\|378.00\|165622;2026-06-26\|362.43\|-8.35\|394.74\|395.00\|360.22\|142820;2026-06-29\|365.20\|0.76\|366.00\|390.66\|352.08\|144247;2026-06-30\|378.20\|3.56\|364.53\|381.80\|358.50\|140341;2026-07-01\|350.90\|-7.22\|373.15\|375.73\|346.01\|131689;2026-07-02\|324.40\|-7.55\|343.88\|347.00\|320.00\|100478;2026-07-03\|312.25\|-3.75\|319.79\|329.94\|312.02\|88381;2026-07-06\|296.72\|-4.97\|315.00\|316.80\|292.71\|94084;2026-07-07\|296.95\|0.08\|297.00\|300.69\|283.87\|93700;2026-07-08\|304.58\|2.57\|301.00\|316.96\|295.00\|148901;2026-07-09\|315.45\|3.57\|310.00\|323.88\|277.77\|192782;2026-07-10\|290.80\|-7.81\|316.46\|324.50\|290.00\|151459

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