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
115061	MPO、FAU、CPO等行业新技术受关注	拟控股威泰思+光通信+HVLS风扇行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2026年4月7日公告，公司与威泰思光电及其控股股东签署《收购意向协议》，拟通过增资及现金收购方式取得标的公司不低于51%股权，完成后将控股主营精密光学元器件的威泰思光电，进一步完善AI硬件产业链布局。 2、据2025年半年度报告，公司HVLS风扇产销规模国内领先，并已在印度、墨西哥、新加坡设子公司加速全球化，2025年境外收入占比持续提升。	公司拟控股威泰思光电，深化AI硬件全产业链布局，标的专注于精密光学元器件，核心产品覆盖光学棱镜、偏振片、透镜、滤光片、分束器及镜头组件等，广泛应用于光通信、机器视觉、工业激光、生物医学等高成长领域	2026-03-03\|63.20\|-5.11\|66.66\|67.20\|62.30\|24700;2026-03-04\|60.60\|-4.11\|62.70\|62.70\|58.84\|23202;2026-03-05\|60.50\|-0.17\|61.59\|61.59\|59.37\|13394;2026-03-06\|61.66\|1.92\|60.01\|61.70\|60.00\|9273;2026-03-09\|60.78\|-1.43\|60.77\|61.89\|59.51\|11330;2026-03-10\|63.77\|4.92\|62.01\|63.96\|61.72\|29723;2026-03-11\|64.08\|0.49\|63.40\|64.36\|62.62\|16618;2026-03-12\|62.38\|-2.65\|64.07\|64.48\|61.24\|23286;2026-03-13\|62.43\|0.08\|62.38\|64.25\|61.03\|16704;2026-03-16\|64.49\|3.30\|62.45\|64.88\|61.91\|27965;2026-03-17\|64.45\|-0.06\|64.78\|65.50\|63.67\|20263;2026-03-18\|66.27\|2.82\|65.00\|66.55\|64.08\|25823;2026-03-19\|67.07\|1.21\|65.90\|68.50\|65.18\|42662;2026-03-20\|65.00\|-3.09\|67.53\|68.40\|64.68\|31916;2026-03-23\|64.35\|-1.00\|63.83\|66.18\|62.80\|28384;2026-03-24\|67.08\|4.24\|65.23\|67.16\|62.88\|25860;2026-03-25\|69.87\|4.16\|67.00\|71.26\|66.75\|34842;2026-03-26\|68.48\|-1.99\|69.18\|70.44\|67.33\|21672;2026-03-27\|68.39\|-0.13\|67.71\|68.86\|66.31\|19417;2026-03-30\|68.90\|0.75\|67.49\|69.13\|66.80\|19348;2026-03-31\|63.50\|-7.84\|68.97\|69.55\|62.33\|36667;2026-04-01\|66.98\|5.48\|63.88\|67.09\|63.53\|38535;2026-04-02\|65.44\|-2.30\|67.26\|67.31\|64.00\|20817;2026-04-03\|65.81\|0.57\|66.51\|66.51\|63.42\|20995;2026-04-07\|76.00\|15.48\|69.30\|77.56\|69.00\|76278;2026-04-08\|91.20\|20.00\|75.01\|91.20\|75.01\|112013;2026-04-09\|98.50\|8.00\|104.90\|107.37\|95.30\|205691;2026-04-10\|97.80\|-0.71\|98.55\|101.80\|95.01\|141169;2026-04-13\|101.25\|3.53\|95.20\|102.22\|92.00\|122804;2026-04-14\|97.00\|-4.20\|101.11\|102.25\|93.50\|122406;2026-04-15\|96.37\|-0.65\|96.78\|101.26\|95.10\|89119;2026-04-16\|92.20\|-4.33\|95.31\|96.98\|91.38\|75567;2026-04-17\|95.58\|3.67\|92.25\|102.50\|92.25\|90684;2026-04-20\|93.13\|-2.56\|97.00\|98.97\|92.84\|73404;2026-04-21\|99.83\|7.19\|92.00\|101.45\|89.00\|91541;2026-04-22\|100.45\|0.62\|98.83\|104.00\|97.50\|71812;2026-04-23\|98.72\|-1.72\|100.50\|105.00\|97.60\|65834;2026-04-24\|96.46\|-2.29\|98.72\|100.49\|93.71\|60199;2026-04-27\|97.04\|0.60\|98.39\|99.40\|96.00\|43742;2026-04-28\|95.44\|-1.65\|95.17\|96.69\|93.01\|35906;2026-04-29\|93.00\|-2.56\|94.46\|95.32\|92.21\|31075;2026-04-30\|90.68\|-2.49\|94.55\|94.55\|89.98\|39653;2026-05-06\|99.11\|9.30\|90.71\|99.98\|88.80\|72947;2026-05-07\|110.22\|11.21\|98.89\|114.00\|96.56\|80846;2026-05-08\|105.25\|-4.51\|108.00\|109.93\|103.47\|57224;2026-05-11\|109.35\|3.90\|107.47\|112.04\|104.50\|59193;2026-05-12\|110.37\|0.93\|110.00\|114.68\|106.35\|63295;2026-05-13\|108.76\|-1.46\|112.58\|116.97\|106.50\|66655;2026-05-14\|104.00\|-4.38\|107.49\|110.87\|104.00\|54025;2026-05-15\|96.60\|-7.12\|102.98\|104.33\|95.00\|82302;2026-05-18\|96.49\|-0.11\|95.86\|100.50\|95.40\|41633;2026-05-19\|97.61\|1.16\|96.49\|98.80\|92.95\|34643;2026-05-20\|97.40\|-0.22\|97.01\|97.99\|94.40\|24279;2026-05-21\|91.28\|-6.28\|99.35\|99.74\|90.68\|32500;2026-05-22\|96.09\|5.27\|92.01\|96.88\|91.88\|33247;2026-05-25\|97.06\|1.01\|96.65\|97.91\|94.50\|28184;2026-05-26\|95.43\|-1.68\|97.07\|97.07\|92.79\|25968;2026-05-27\|97.29\|1.95\|95.50\|99.44\|93.50\|41418;2026-05-28\|99.34\|2.11\|96.84\|103.00\|95.48\|39922;2026-05-29\|93.83\|-5.55\|99.37\|101.00\|92.00\|32532;2026-06-01\|93.78\|-0.05\|92.16\|95.66\|89.56\|22841;2026-06-02\|92.80\|-1.04\|94.62\|95.00\|89.71\|18190;2026-06-03\|92.99\|0.20\|93.41\|95.79\|91.26\|20011;2026-06-04\|102.92\|10.68\|93.00\|105.00\|92.49\|51800;2026-06-05\|97.02\|-5.73\|101.98\|102.25\|96.88\|31765;2026-06-08\|94.33\|-2.77\|92.00\|96.29\|90.03\|27483;2026-06-09\|97.25\|3.10\|95.65\|97.75\|92.70\|24070;2026-06-10\|96.22\|-1.06\|96.10\|101.90\|93.60\|27422;2026-06-11\|99.31\|3.21\|96.99\|103.68\|96.99\|34619;2026-06-12\|97.66\|-1.66\|100.94\|102.87\|97.00\|25182;2026-06-15\|74.56\|6.76\|71.85\|75.55\|71.00\|56328;2026-06-16\|85.68\|14.91\|75.48\|87.41\|73.00\|82724;2026-06-17\|82.45\|-3.77\|83.38\|84.44\|81.18\|53976;2026-06-18\|87.16\|5.71\|81.95\|89.30\|81.22\|57210;2026-06-22\|84.87\|-2.63\|88.74\|89.50\|81.38\|54565;2026-06-23\|86.80\|2.27\|83.87\|87.86\|83.18\|46596;2026-06-24\|86.93\|0.15\|86.80\|87.50\|83.61\|29492;2026-06-25\|86.27\|-0.76\|87.00\|88.58\|82.65\|46086;2026-06-26\|85.26\|-1.17\|86.29\|89.40\|84.54\|49417;2026-06-29\|85.90\|0.75\|85.51\|91.00\|81.23\|55383;2026-06-30\|88.00\|2.44\|85.81\|90.66\|85.28\|58656;2026-07-01\|88.60\|0.68\|89.00\|91.91\|85.00\|51490;2026-07-02\|85.34\|-3.68\|85.99\|90.99\|83.56\|44588;2026-07-03\|86.76\|1.66\|86.60\|88.58\|83.50\|42178;2026-07-06\|87.39\|0.73\|87.40\|92.99\|86.11\|65907;2026-07-07\|86.71\|-0.78\|87.00\|89.25\|82.77\|47741;2026-07-08\|87.10\|0.45\|87.50\|91.49\|84.28\|52172;2026-07-09\|89.19\|2.40\|87.16\|89.49\|81.70\|60425;2026-07-10\|87.34\|-2.07\|89.00\|91.80\|87.15\|44422
115060	MPO、FAU、CPO等行业新技术受关注	特种光纤+CPO+商业航天行业原因：据央视财经，今年一季度，光纤光缆和光模块几款产品出口量同比增长都在两位数以上，多家企业出口订单排到2028年。其中，特种光纤产品出货价格1年内上涨10倍，仍供不应求。虽然订单同比增长4倍，但产能受限，发货仅增1倍，客户需提前缴纳保证金才能锁定产能。公司原因： 1、据2025年年度报告，公司主营光纤环及特种光纤，2025年营收3.98亿元、净利2393万元，同比增20.32%、33.37%，光纤环器件订单放量推动业绩增长。 2、据2025年7月18日公告及2025年10月13日股份登记完成，公司并购生一升100%股权切入CPO产业链，生一升400G/800G高速光模块无源器件已批量销售，1.6T产品客户验证中。 3、据2026年4月10日微信公众号，公司60/100超细径保偏光纤已用于多家单位卫星项目；据2025年12月4日机构调研，第三代光纤陀螺光子芯片完成流片，可广泛用于商业航天及军工。	国内专业从事光纤陀螺核心器件光纤环及其综合解决方案研发、生产、销售和服务提供商	2026-03-03\|56.88\|-5.12\|60.90\|61.61\|56.83\|99949;2026-03-04\|55.80\|-1.90\|54.59\|57.78\|54.19\|69122;2026-03-05\|57.90\|3.76\|57.45\|58.50\|54.66\|101943;2026-03-06\|59.60\|2.94\|56.90\|60.66\|55.28\|106617;2026-03-09\|55.25\|-7.30\|57.00\|57.00\|53.88\|86671;2026-03-10\|60.57\|9.63\|56.30\|60.90\|56.09\|112049;2026-03-11\|60.38\|-0.31\|61.00\|64.18\|60.03\|110734;2026-03-12\|60.70\|0.53\|60.00\|62.18\|57.90\|86699;2026-03-13\|61.30\|0.99\|60.05\|62.91\|58.69\|93189;2026-03-16\|57.90\|-5.55\|60.10\|61.00\|57.02\|78430;2026-03-17\|53.44\|-7.70\|57.58\|58.45\|53.44\|60586;2026-03-18\|55.18\|3.26\|54.00\|55.41\|52.00\|41905;2026-03-19\|53.22\|-3.55\|54.00\|55.27\|52.78\|36262;2026-03-20\|51.11\|-3.96\|54.40\|55.30\|50.96\|65757;2026-03-23\|46.61\|-8.80\|49.23\|49.89\|46.02\|61035;2026-03-24\|48.46\|3.97\|48.01\|48.47\|46.11\|49868;2026-03-25\|55.50\|14.53\|50.71\|56.66\|50.71\|112330;2026-03-26\|58.64\|5.66\|56.00\|60.48\|55.03\|156989;2026-03-27\|59.12\|0.82\|57.66\|59.45\|55.51\|101384;2026-03-30\|59.18\|0.10\|57.46\|60.86\|57.46\|79674;2026-03-31\|56.00\|-5.37\|59.01\|59.18\|55.51\|93961;2026-04-01\|55.88\|-0.21\|57.40\|58.00\|54.49\|81490;2026-04-02\|61.70\|10.42\|55.51\|63.80\|55.00\|209413;2026-04-03\|62.40\|1.13\|62.06\|64.14\|60.70\|132344;2026-04-07\|61.29\|-1.78\|61.87\|63.98\|60.80\|97147;2026-04-08\|64.05\|4.50\|63.00\|64.33\|62.00\|134673;2026-04-09\|65.82\|2.76\|62.99\|67.13\|61.88\|154565;2026-04-10\|63.84\|-3.01\|65.00\|68.65\|63.48\|168537;2026-04-13\|64.82\|1.54\|64.00\|65.57\|62.88\|115732;2026-04-14\|63.11\|-2.64\|64.81\|65.05\|62.14\|117006;2026-04-15\|61.75\|-2.15\|62.70\|63.80\|61.00\|84813;2026-04-16\|64.26\|4.06\|61.75\|65.80\|60.30\|119353;2026-04-17\|69.56\|8.25\|65.48\|73.50\|65.26\|189940;2026-04-20\|69.20\|-0.52\|69.91\|71.00\|68.66\|104756;2026-04-21\|68.45\|-1.08\|69.57\|69.57\|66.81\|75130;2026-04-22\|78.76\|15.06\|67.77\|79.50\|67.70\|200953;2026-04-23\|72.84\|-7.52\|77.41\|79.48\|72.28\|150385;2026-04-24\|69.57\|-4.49\|72.28\|72.68\|68.18\|104304;2026-04-27\|68.62\|-1.37\|69.57\|71.20\|67.59\|96165;2026-04-28\|65.10\|-5.13\|67.37\|67.85\|64.52\|88270;2026-04-29\|63.93\|-1.80\|64.20\|65.20\|63.01\|72852;2026-04-30\|62.40\|-2.39\|64.52\|65.20\|62.18\|74993;2026-05-06\|67.60\|8.33\|64.61\|69.75\|64.61\|133867;2026-05-07\|70.20\|3.85\|70.39\|71.37\|67.24\|125337;2026-05-08\|70.76\|0.80\|67.28\|71.21\|67.21\|135175;2026-05-11\|71.60\|1.19\|72.03\|72.45\|69.52\|120768;2026-05-12\|77.00\|7.54\|73.00\|77.70\|71.50\|152829;2026-05-13\|76.37\|-0.82\|75.00\|80.86\|74.58\|138335;2026-05-14\|91.60\|19.94\|78.54\|91.64\|78.54\|226892;2026-05-15\|108.20\|18.12\|94.00\|109.92\|94.00\|319657;2026-05-18\|129.84\|20.00\|111.79\|129.84\|111.58\|288462;2026-05-19\|131.60\|1.36\|123.35\|132.80\|120.03\|192050;2026-05-20\|142.39\|8.20\|132.89\|147.78\|132.89\|141386;2026-05-21\|132.00\|-7.30\|140.32\|141.13\|128.50\|120104;2026-05-22\|138.47\|4.90\|132.00\|140.86\|125.52\|80674;2026-05-25\|152.50\|10.13\|143.81\|155.00\|136.50\|104475;2026-05-26\|143.84\|-5.68\|149.00\|150.60\|140.00\|98277;2026-05-27\|149.01\|3.59\|146.50\|153.08\|141.00\|87303;2026-05-28\|171.20\|14.89\|149.60\|178.81\|144.00\|106350;2026-05-29\|169.00\|-1.28\|170.65\|186.16\|159.00\|108378;2026-06-01\|153.33\|-9.27\|170.01\|174.00\|137.78\|128668;2026-06-02\|175.00\|14.13\|151.43\|175.47\|151.00\|98373;2026-06-03\|185.79\|6.17\|184.50\|195.53\|174.00\|136375;2026-06-04\|180.50\|-2.85\|179.60\|186.00\|169.50\|91844;2026-06-05\|176.80\|-2.05\|176.00\|186.96\|171.01\|71169;2026-06-08\|184.79\|4.52\|165.00\|186.88\|163.10\|87560;2026-06-09\|189.90\|2.77\|188.06\|195.00\|179.06\|91087;2026-06-10\|191.24\|0.71\|185.00\|206.66\|184.00\|93941;2026-06-11\|192.66\|0.74\|189.75\|203.30\|177.89\|85006;2026-06-12\|179.00\|-7.09\|194.14\|200.00\|178.00\|74791;2026-06-15\|189.20\|5.70\|182.00\|190.01\|171.00\|78650;2026-06-16\|218.00\|15.22\|187.64\|227.04\|187.32\|101906;2026-06-23\|226.00\|3.67\|228.00\|255.00\|217.80\|115760;2026-06-24\|236.20\|4.51\|217.81\|239.79\|207.04\|90893;2026-06-25\|240.70\|1.91\|236.20\|253.00\|230.00\|70591;2026-06-26\|215.00\|-10.68\|230.27\|234.99\|210.00\|74133;2026-06-29\|180.00\|-16.28\|212.00\|218.30\|172.00\|125799;2026-06-30\|175.88\|-2.29\|173.11\|177.00\|155.99\|114305;2026-07-01\|162.11\|-7.83\|170.23\|170.27\|158.88\|90767;2026-07-02\|158.28\|-2.36\|154.66\|167.77\|145.94\|73829;2026-07-03\|163.32\|3.18\|160.00\|169.84\|156.66\|69363;2026-07-06\|151.30\|-7.36\|165.01\|168.00\|140.05\|77710;2026-07-07\|147.15\|-2.74\|150.01\|156.99\|147.15\|79596;2026-07-08\|151.42\|2.90\|152.00\|162.62\|149.59\|92151;2026-07-09\|157.80\|4.21\|159.00\|163.00\|137.88\|138456;2026-07-10\|156.60\|-0.76\|158.01\|168.90\|153.68\|12201518
115059	MPO、FAU、CPO等行业新技术受关注	Micro TEC+CPO+光模块 1、据2026年6月17日严重异常波动公告，公司关注到近期涉及碲化铋材料及公司产品价格的市场传闻，经自查公司当前所处的市场环境、行业政策及竞争格局均未发生重大变化，近期未新增通信领域重大客户，亦未获取新增大额订单。 2、据2026年5月19日投资者关系活动记录表，公司应用于400G/800G高速率光模块的Micro TEC产品已批量出货，应用于1.6T高速率光模块的Micro TEC已小批出货；公司已与光模块厂商就TEC在CPO技术中的应用展开对接合作。 3、据2026年4月27日年报及2026年6月13日异常波动公告，公司通信领域销售收入2026年第一季度占比提升至21.36%，其中应用于400G、800G高速率光模块的Micro TEC销售收入占比为15.29%；公司主营半导体热电器件及热电系统，为国内半导体热电行业龙头企业。	在AI智算数据中心市场的驱动下，公司积极关注CPO新型封装技术的发展动态，已与光模块厂商就TEC在上述技术中的应用展开对接合作	2026-03-03\|55.39\|-4.86\|59.55\|60.50\|55.39\|50505;2026-03-04\|61.85\|11.66\|54.80\|63.70\|54.50\|110881;2026-03-05\|62.72\|1.41\|63.00\|63.63\|60.41\|81532;2026-03-06\|65.75\|4.83\|64.15\|69.59\|64.09\|94958;2026-03-09\|62.15\|-5.48\|61.56\|62.97\|56.86\|84297;2026-03-10\|71.78\|15.49\|64.46\|73.00\|63.30\|98428;2026-03-11\|69.90\|-2.62\|71.90\|73.80\|68.93\|83210;2026-03-12\|65.67\|-6.05\|68.51\|70.90\|64.65\|76370;2026-03-13\|60.90\|-7.26\|64.21\|65.74\|60.82\|65032;2026-03-16\|60.83\|-0.11\|60.60\|61.40\|59.06\|55511;2026-03-17\|56.52\|-7.09\|62.83\|62.93\|56.35\|64764;2026-03-18\|58.80\|4.03\|56.50\|59.07\|56.50\|41419;2026-03-19\|57.45\|-2.30\|57.00\|59.30\|57.00\|40848;2026-03-20\|57.34\|-0.19\|59.04\|61.33\|57.30\|63669;2026-03-23\|51.89\|-9.50\|53.42\|55.54\|51.33\|55575;2026-03-24\|55.83\|7.59\|53.01\|56.88\|52.11\|49300;2026-03-25\|60.00\|7.47\|57.23\|62.22\|56.94\|77759;2026-03-26\|58.27\|-2.88\|59.50\|60.60\|57.67\|39221;2026-03-27\|60.27\|3.43\|56.00\|62.07\|55.80\|54544;2026-03-30\|59.75\|-0.86\|59.43\|59.92\|58.20\|32399;2026-03-31\|56.65\|-5.19\|59.00\|59.29\|56.60\|36174;2026-04-01\|59.30\|4.68\|58.65\|59.82\|57.41\|44590;2026-04-02\|58.29\|-1.70\|58.71\|60.86\|57.77\|34899;2026-04-03\|57.70\|-1.01\|59.30\|60.50\|57.15\|47284;2026-04-07\|56.17\|-2.65\|57.30\|58.38\|55.70\|39718;2026-04-08\|60.92\|8.46\|58.15\|61.00\|58.15\|55990;2026-04-09\|62.45\|2.51\|59.76\|63.50\|59.76\|54443;2026-04-10\|63.74\|2.07\|63.01\|65.20\|61.20\|63700;2026-04-13\|65.49\|2.75\|63.00\|65.49\|62.08\|54539;2026-04-14\|64.97\|-0.79\|65.01\|66.90\|64.32\|55230;2026-04-15\|65.28\|0.48\|65.00\|70.00\|64.50\|79711;2026-04-16\|64.77\|-0.78\|65.33\|65.67\|63.93\|46128;2026-04-17\|70.40\|8.69\|66.29\|72.00\|65.01\|97248;2026-04-20\|68.30\|-2.98\|68.68\|70.00\|67.20\|73591;2026-04-21\|70.95\|3.88\|67.62\|72.21\|67.30\|65891;2026-04-22\|74.85\|5.50\|70.75\|75.40\|70.01\|86127;2026-04-23\|68.80\|-8.08\|75.49\|76.92\|68.05\|84939;2026-04-24\|66.00\|-4.07\|68.70\|73.18\|65.80\|73665;2026-04-27\|70.85\|7.35\|69.50\|74.57\|69.50\|85876;2026-04-28\|68.93\|-2.71\|69.81\|71.49\|68.40\|48712;2026-04-29\|67.55\|-2.00\|68.07\|69.49\|66.70\|37079;2026-04-30\|70.25\|4.00\|67.67\|71.20\|67.12\|52361;2026-05-06\|68.04\|-3.15\|71.45\|71.74\|67.72\|65893;2026-05-07\|75.40\|10.82\|68.30\|77.42\|67.00\|88042;2026-05-08\|75.83\|0.57\|74.00\|77.65\|72.67\|65836;2026-05-11\|84.27\|11.13\|79.00\|87.90\|79.00\|80057;2026-05-12\|82.24\|-2.41\|86.48\|86.48\|79.55\|73994;2026-05-13\|81.60\|-0.78\|81.10\|82.50\|79.84\|70594;2026-05-14\|77.37\|-5.18\|81.60\|82.49\|76.90\|76910;2026-05-15\|87.36\|12.91\|79.79\|92.84\|79.79\|156505;2026-05-18\|86.70\|-0.76\|86.83\|89.50\|84.88\|96564;2026-05-19\|88.60\|2.19\|84.76\|89.76\|83.00\|67988;2026-05-20\|93.40\|5.42\|93.02\|98.08\|90.50\|91466;2026-05-21\|85.38\|-8.59\|98.00\|99.99\|85.30\|96471;2026-05-22\|86.01\|0.74\|86.43\|87.85\|84.51\|61290;2026-05-25\|97.75\|13.65\|87.64\|103.00\|86.80\|108962;2026-05-26\|96.51\|-1.27\|97.51\|100.99\|93.80\|73195;2026-05-27\|97.50\|1.03\|95.63\|104.00\|93.65\|87119;2026-05-28\|101.28\|3.88\|95.22\|102.88\|94.51\|69231;2026-05-29\|95.20\|-6.00\|103.00\|105.49\|91.31\|71240;2026-06-01\|87.80\|-7.77\|94.20\|95.00\|87.11\|64665;2026-06-02\|89.25\|1.65\|87.60\|91.68\|84.00\|53664;2026-06-03\|87.15\|-2.35\|92.35\|93.34\|86.00\|59224;2026-06-04\|92.82\|6.51\|85.02\|94.97\|83.15\|62617;2026-06-05\|88.76\|-4.37\|93.68\|94.66\|87.70\|52057;2026-06-08\|83.18\|-6.29\|84.00\|87.90\|81.23\|51251;2026-06-09\|93.53\|12.44\|85.00\|96.50\|85.00\|86308;2026-06-10\|112.24\|20.00\|91.68\|112.24\|90.03\|111715;2026-06-11\|128.00\|14.04\|124.00\|132.00\|116.01\|140454;2026-06-12\|150.80\|17.81\|138.00\|153.60\|133.54\|182378;2026-06-15\|116.87\|1.01\|114.87\|121.54\|106.87\|176604;2026-06-16\|134.76\|15.31\|115.98\|140.24\|115.90\|221138;2026-06-17\|136.00\|0.92\|124.99\|136.00\|121.00\|174572;2026-06-18\|142.91\|5.08\|134.00\|146.00\|134.00\|109411;2026-06-22\|171.49\|20.00\|158.66\|171.49\|149.00\|119314;2026-06-23\|174.55\|1.78\|184.92\|195.90\|166.00\|151090;2026-06-24\|187.10\|7.19\|171.04\|188.03\|162.00\|112711;2026-06-25\|184.00\|-1.66\|185.00\|202.88\|177.90\|107349;2026-06-26\|172.80\|-6.09\|181.60\|191.00\|171.22\|87342;2026-06-29\|156.00\|-9.72\|166.07\|171.60\|139.66\|139564;2026-06-30\|168.00\|7.69\|154.00\|169.55\|145.52\|111577;2026-07-01\|150.66\|-10.32\|159.08\|162.56\|148.21\|104507;2026-07-02\|141.12\|-6.33\|138.02\|153.10\|138.02\|101193;2026-07-03\|134.50\|-4.69\|142.80\|145.79\|134.50\|97069;2026-07-06\|122.65\|-8.81\|136.25\|137.49\|121.99\|102741;2026-07-07\|117.21\|-4.44\|122.65\|124.90\|113.60\|90397;2026-07-08\|112.70\|-3.85\|118.08\|122.80\|111.00\|72785;2026-07-09\|115.00\|2.04\|114.71\|115.90\|105.00\|98586;2026-07-10\|108.56\|-5.60\|118.10\|123.55\|108.50\|11441396
115058	MPO、FAU、CPO等行业新技术受关注	光通信设备+半导体设备+AI算力行业原因： 1、据上证报5月22日报道，AI数据中心建设推动光纤价格一年涨6倍，G.652.D光纤现货价已破100元/芯公里，供需紧张持续。 2、兴业证券5月17日研报指出，800G/1.6T光模块需求有望再超预期，AI算力扩张驱动光通信产业链高景气。公司原因： 1、据2026年5月20日互动易，公司在光通信半导体领域布局了芯片外观检测、巴条排列与拆分、芯片摆盘、共晶固晶及光模块自动化线等装备，并围绕CPO相关耦合、测试和高精度固晶设备开展技术储备和研发验证。 2、据2026年5月21日互动易，公司在光芯片、光器件、光模块等产业链客户包括源杰科技、华为海思、长光华芯、中际旭创、菲尼萨、永鼎股份、剑桥科技等。	1、公司在光通讯设备领域已形成包括摆盘、AOI检测、固晶等产品系列，并持续面向高速率（含CPO/硅光）技术迭代； 2、公司依托精密机械加工制造能力，持续加大在机器人相关领域的研发与应用投入，在机器人相关领域主要开展零部件加工与制造业务	2026-03-03\|86.40\|-2.34\|90.00\|93.54\|85.80\|76810;2026-03-04\|84.50\|-2.20\|86.36\|88.20\|83.50\|44595;2026-03-05\|87.38\|3.41\|88.01\|91.00\|82.51\|77131;2026-03-06\|90.50\|3.57\|84.27\|93.99\|81.08\|94498;2026-03-09\|87.51\|-3.30\|85.01\|90.87\|78.50\|85274;2026-03-10\|89.91\|2.74\|88.70\|92.56\|86.72\|71301;2026-03-11\|86.36\|-3.95\|89.92\|94.99\|86.33\|80568;2026-03-12\|84.44\|-2.22\|87.63\|87.65\|83.50\|43517;2026-03-13\|80.11\|-5.13\|82.64\|84.38\|80.10\|46581;2026-03-16\|81.58\|1.83\|80.00\|82.22\|77.33\|37831;2026-03-17\|75.49\|-7.47\|81.29\|81.29\|75.02\|43026;2026-03-18\|77.58\|2.77\|76.39\|78.65\|76.00\|31013;2026-03-19\|77.66\|0.10\|76.54\|81.41\|76.50\|39800;2026-03-20\|84.33\|8.59\|80.37\|92.32\|80.37\|103763;2026-03-23\|78.42\|-7.01\|81.07\|83.00\|78.10\|64625;2026-03-24\|82.86\|5.66\|81.19\|85.49\|79.88\|64685;2026-03-25\|87.55\|5.66\|87.05\|91.88\|85.30\|75533;2026-03-26\|95.35\|8.91\|87.17\|100.87\|85.00\|115014;2026-03-27\|93.23\|-2.22\|94.02\|95.87\|89.06\|71617;2026-03-30\|92.42\|-0.87\|91.15\|93.96\|90.91\|48192;2026-03-31\|86.00\|-6.95\|89.52\|89.99\|84.71\|56174;2026-04-01\|103.20\|20.00\|89.93\|103.20\|88.89\|109256;2026-04-02\|103.31\|0.11\|102.10\|106.29\|99.66\|112180;2026-04-03\|114.62\|10.95\|105.81\|117.50\|103.55\|127585;2026-04-07\|118.26\|3.18\|116.92\|129.80\|115.50\|128816;2026-04-08\|120.55\|1.94\|122.06\|123.29\|116.80\|122609;2026-04-09\|117.75\|-2.32\|117.85\|121.27\|114.65\|99981;2026-04-10\|114.02\|-3.17\|117.44\|118.78\|113.01\|86019;2026-04-13\|122.74\|7.65\|116.08\|129.79\|116.08\|114063;2026-04-14\|122.70\|-0.03\|123.71\|127.71\|121.65\|81389;2026-04-15\|121.08\|-1.32\|123.04\|127.13\|120.25\|60304;2026-04-16\|121.15\|0.06\|121.11\|122.80\|117.80\|61683;2026-04-17\|120.80\|-0.29\|121.69\|124.78\|115.61\|96645;2026-04-20\|117.13\|-3.04\|118.47\|120.00\|115.50\|76165;2026-04-21\|118.63\|1.28\|115.37\|119.35\|114.12\|63375;2026-04-22\|125.24\|5.57\|117.80\|131.40\|116.18\|96492;2026-04-23\|117.01\|-6.57\|123.55\|124.77\|115.28\|88077;2026-04-24\|113.58\|-2.93\|117.39\|122.57\|112.58\|51389;2026-04-27\|115.14\|1.37\|114.00\|117.00\|112.00\|49402;2026-04-28\|114.70\|-0.38\|113.10\|118.49\|109.60\|58369;2026-04-29\|111.84\|-2.49\|110.88\|119.80\|110.00\|54017;2026-04-30\|115.08\|2.90\|111.93\|118.63\|111.01\|59254;2026-05-06\|116.50\|1.23\|115.61\|117.88\|113.08\|63997;2026-05-07\|121.50\|4.29\|117.48\|121.88\|114.17\|81188;2026-05-08\|127.26\|4.74\|116.00\|128.74\|113.20\|98570;2026-05-11\|126.81\|-0.35\|127.48\|128.99\|120.88\|83732;2026-05-12\|121.85\|-3.91\|126.20\|129.99\|120.15\|61246;2026-05-13\|129.42\|6.21\|120.43\|129.80\|120.43\|73340;2026-05-14\|121.23\|-6.33\|128.01\|134.49\|121.08\|72043;2026-05-15\|118.00\|-2.66\|120.55\|125.80\|115.74\|51930;2026-05-18\|118.60\|0.51\|116.98\|122.98\|115.83\|39146;2026-05-19\|117.64\|-0.81\|117.02\|119.65\|113.16\|36202;2026-05-20\|124.19\|5.57\|116.60\|124.87\|114.32\|52936;2026-05-21\|113.50\|-8.61\|124.00\|125.00\|112.00\|53928;2026-05-22\|136.20\|20.00\|115.50\|136.20\|114.98\|110271;2026-05-25\|149.00\|9.40\|144.00\|150.99\|138.96\|103827;2026-05-26\|144.50\|-3.02\|148.00\|153.90\|136.18\|92417;2026-05-27\|135.42\|-6.28\|143.06\|146.00\|131.41\|67353;2026-05-28\|135.18\|-0.18\|134.00\|136.66\|132.29\|50926;2026-05-29\|125.58\|-7.10\|135.70\|142.85\|122.20\|76137;2026-06-01\|117.05\|-6.79\|125.69\|128.99\|116.88\|46393;2026-06-02\|133.08\|13.70\|118.60\|135.00\|118.20\|75301;2026-06-03\|91.09\|-3.95\|96.50\|97.92\|89.00\|100565;2026-06-04\|92.84\|1.92\|89.07\|94.88\|88.86\|63673;2026-06-05\|86.52\|-6.81\|88.14\|89.93\|85.88\|71338;2026-06-08\|83.00\|-4.07\|80.00\|83.71\|79.80\|53119;2026-06-09\|87.42\|5.33\|84.00\|88.24\|81.30\|57705;2026-06-10\|85.30\|-2.43\|85.91\|86.22\|83.01\|40032;2026-06-11\|82.21\|-3.62\|84.17\|86.58\|81.23\|31881;2026-06-12\|78.45\|-4.57\|84.50\|85.50\|77.62\|45960;2026-06-15\|91.38\|16.48\|79.68\|93.70\|79.40\|91560;2026-06-16\|106.92\|17.01\|92.61\|109.00\|91.51\|118073;2026-06-17\|111.00\|3.82\|106.00\|113.67\|104.78\|91343;2026-06-18\|113.00\|1.80\|110.31\|113.62\|107.66\|68001;2026-06-22\|110.01\|-2.65\|112.79\|113.00\|105.55\|56743;2026-06-23\|107.00\|-2.74\|110.02\|111.85\|104.81\|45790;2026-06-24\|113.02\|5.63\|108.07\|115.59\|106.11\|56897;2026-06-25\|110.90\|-1.88\|112.10\|118.50\|109.19\|55186;2026-06-26\|104.58\|-5.70\|110.36\|110.89\|103.88\|43184;2026-06-29\|105.01\|0.41\|106.00\|107.00\|96.06\|62045;2026-06-30\|116.01\|10.48\|110.56\|120.55\|110.01\|82121;2026-07-01\|119.54\|3.04\|115.21\|130.99\|114.58\|72974;2026-07-02\|111.58\|-6.66\|114.67\|119.00\|111.01\|48695;2026-07-03\|104.43\|-6.41\|110.90\|112.00\|104.00\|43176;2026-07-06\|100.29\|-3.96\|105.09\|105.85\|97.77\|35593;2026-07-07\|95.61\|-4.67\|99.99\|100.54\|93.20\|35002;2026-07-08\|92.02\|-3.75\|97.52\|98.75\|90.30\|32685;2026-07-09\|95.50\|3.78\|94.75\|95.58\|88.70\|38447;2026-07-10\|92.71\|-2.92\|98.01\|102.74\|92.26\|68377
115057	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：工信部推动全光交换技术向产业园区延伸，AI算力基建拉动高端测试仪器需求爆发；涨停缘由：超高带宽实时示波器等新品进入量产交付期；测试电源订单饱满；国产替代加速替代Keysight等海外厂商；资金逻辑：机构调研频次显著增加，北向资金连续加仓，科创板流动性改善提升科技股关注度；风险提示：下游资本开支受AI产业节奏影响较大，新品放量进度存在不确定性，毛利率承压	光模块等AI基础设施需求爆发催化测试仪器，公司测试电源订单饱满，超高带宽实时示波器等新品待落地	2026-03-03\|43.48\|-5.72\|46.50\|46.50\|43.33\|42031;2026-03-04\|43.49\|0.02\|43.01\|43.99\|42.80\|39623;2026-03-05\|46.64\|7.24\|44.45\|48.86\|44.06\|62370;2026-03-06\|48.86\|4.76\|46.54\|50.21\|46.02\|59577;2026-03-09\|48.30\|-1.15\|48.00\|48.76\|45.61\|45434;2026-03-10\|48.54\|0.50\|48.50\|49.30\|47.83\|29836;2026-03-11\|47.65\|-1.83\|48.29\|49.43\|47.34\|33039;2026-03-12\|46.19\|-3.06\|48.02\|48.27\|45.74\|24819;2026-03-13\|43.98\|-4.78\|45.63\|45.97\|43.53\|39667;2026-03-16\|43.55\|-0.98\|43.75\|44.17\|42.01\|34685;2026-03-17\|41.46\|-4.80\|43.57\|44.27\|41.18\|36152;2026-03-18\|42.20\|1.78\|41.63\|42.30\|41.27\|20434;2026-03-19\|41.25\|-2.25\|42.03\|42.28\|40.97\|28568;2026-03-20\|39.97\|-3.10\|40.81\|42.20\|39.83\|29037;2026-03-23\|36.82\|-7.88\|38.97\|39.72\|36.40\|56087;2026-03-24\|38.12\|3.53\|37.76\|38.30\|37.03\|30185;2026-03-25\|39.99\|4.91\|38.51\|40.60\|38.30\|35111;2026-03-26\|38.40\|-3.98\|40.25\|40.73\|38.00\|27842;2026-03-27\|40.66\|5.89\|38.20\|40.95\|37.46\|41274;2026-03-30\|41.50\|2.07\|40.22\|42.17\|39.75\|36231;2026-03-31\|41.50\|0.00\|41.60\|42.80\|41.32\|35740;2026-04-01\|42.95\|3.49\|42.80\|43.50\|42.01\|30169;2026-04-02\|43.93\|2.28\|43.44\|44.66\|42.58\|42186;2026-04-03\|45.33\|3.19\|43.72\|46.16\|43.60\|39324;2026-04-07\|45.56\|0.51\|45.23\|47.57\|44.56\|44650;2026-04-08\|52.98\|16.29\|46.53\|52.98\|46.22\|78726;2026-04-09\|53.50\|0.98\|52.46\|55.20\|51.00\|67729;2026-04-10\|52.72\|-1.46\|54.73\|57.06\|52.15\|110337;2026-04-13\|55.25\|4.80\|52.42\|57.00\|52.32\|85044;2026-04-14\|55.14\|-0.20\|56.80\|57.68\|54.81\|66630;2026-04-15\|54.74\|-0.73\|55.61\|56.45\|53.50\|67872;2026-04-16\|57.26\|4.60\|54.70\|58.50\|54.10\|86684;2026-04-17\|62.90\|9.85\|59.06\|64.50\|57.00\|85455;2026-04-20\|62.40\|-0.79\|63.39\|66.06\|60.00\|109838;2026-04-21\|64.03\|2.61\|64.46\|66.02\|61.50\|110708;2026-04-22\|64.68\|1.02\|62.89\|65.00\|61.82\|89988;2026-04-23\|66.93\|3.48\|64.88\|67.90\|64.20\|102947;2026-04-24\|62.80\|-6.17\|68.88\|69.96\|61.00\|127534;2026-04-27\|65.66\|4.55\|64.06\|66.44\|62.04\|93794;2026-04-28\|62.21\|-5.25\|64.88\|65.33\|61.50\|72562;2026-04-29\|61.41\|-1.29\|59.96\|62.75\|59.59\|86129;2026-04-30\|60.39\|-1.66\|60.58\|61.78\|59.69\|51617;2026-05-06\|61.20\|1.34\|61.21\|62.25\|60.00\|76889;2026-05-07\|63.30\|3.43\|61.99\|64.30\|61.30\|62832;2026-05-08\|60.39\|-4.60\|62.30\|63.00\|60.00\|80296;2026-05-11\|61.93\|2.55\|61.68\|62.90\|61.05\|65195;2026-05-12\|59.60\|-3.76\|61.74\|62.72\|58.68\|65876;2026-05-13\|59.09\|-0.86\|58.96\|60.02\|57.50\|58738;2026-05-14\|62.00\|4.92\|59.68\|64.18\|58.70\|88259;2026-05-15\|62.19\|0.31\|62.00\|65.18\|60.75\|87465;2026-05-18\|64.50\|3.71\|62.19\|66.78\|61.41\|89358;2026-05-19\|64.85\|0.54\|64.00\|66.25\|63.01\|69591;2026-05-20\|66.72\|2.88\|65.00\|67.10\|64.13\|92191;2026-05-21\|62.02\|-7.04\|66.06\|67.98\|62.00\|92377;2026-05-22\|65.19\|5.11\|65.02\|65.98\|63.00\|72565;2026-05-25\|67.94\|4.22\|66.24\|68.42\|63.62\|79274;2026-05-26\|62.90\|-7.42\|66.60\|67.25\|61.60\|83092;2026-05-27\|63.64\|1.18\|63.00\|67.94\|62.88\|79574;2026-05-28\|68.14\|7.07\|63.00\|69.63\|62.49\|89943;2026-05-29\|60.14\|-11.74\|70.99\|71.50\|59.48\|115642;2026-06-01\|56.80\|-5.55\|59.94\|60.69\|56.00\|80913;2026-06-02\|57.39\|1.04\|56.80\|59.17\|56.18\|53690;2026-06-03\|62.60\|9.08\|57.50\|65.12\|57.50\|87020;2026-06-04\|66.38\|6.04\|61.10\|67.80\|60.72\|80489;2026-06-05\|65.98\|-0.60\|65.33\|70.18\|64.80\|73589;2026-06-08\|67.80\|2.76\|62.00\|71.30\|62.00\|96440;2026-06-09\|70.66\|4.22\|69.98\|72.49\|67.75\|83727;2026-06-10\|71.50\|1.19\|70.38\|74.33\|68.50\|100769;2026-06-11\|69.07\|-3.40\|70.39\|71.48\|67.00\|79171;2026-06-12\|64.47\|-6.66\|71.50\|72.00\|64.47\|92155;2026-06-15\|67.20\|4.23\|65.76\|67.60\|63.80\|61820;2026-06-16\|79.00\|17.56\|67.33\|80.64\|66.80\|126974;2026-06-17\|78.57\|-0.54\|77.80\|79.95\|75.30\|110049;2026-06-18\|78.70\|0.68\|78.00\|79.93\|76.78\|79283;2026-06-22\|75.00\|-4.70\|78.78\|81.80\|72.56\|99527;2026-06-23\|72.20\|-3.73\|74.33\|74.68\|70.71\|61830;2026-06-24\|73.94\|2.41\|71.48\|74.00\|68.65\|86967;2026-06-25\|72.54\|-1.89\|72.50\|75.30\|70.55\|83315;2026-06-26\|70.17\|-3.27\|71.95\|74.95\|69.76\|77214;2026-06-29\|73.85\|5.24\|70.93\|76.31\|69.77\|85058;2026-06-30\|74.93\|1.46\|73.12\|74.93\|70.27\|92718;2026-07-01\|72.03\|-3.87\|75.20\|78.00\|71.01\|113067;2026-07-02\|67.85\|-5.80\|68.60\|72.88\|66.28\|81177;2026-07-03\|66.66\|-1.75\|67.83\|71.20\|64.80\|66615;2026-07-06\|60.86\|-8.70\|68.87\|69.58\|60.07\|94726;2026-07-07\|59.48\|-2.27\|60.68\|61.76\|58.00\|55160;2026-07-08\|57.20\|-3.83\|59.06\|61.58\|55.59\|59039;2026-07-09\|55.57\|-2.85\|58.71\|59.20\|52.11\|107417;2026-07-10\|54.58\|-1.78\|55.58\|58.88\|54.32\|7672347
115056	MPO、FAU、CPO等行业新技术受关注	MPO连接器龙头+光纤概念+CPO 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3月31日年报，公司重点推进光纤路由柔性板在CPO中的应用，并已参与国外多家厂商的CPO方案研发与试制工作；据2026年6月10日互动易，公司业务优势主要体现在光无源产品。 2、据一财2026年6月9日报道，亚马逊与康宁签下数十亿美元光纤采购协议，全球AI算力基建对光纤需求激增；据2026年3月31日年报，公司是全球最大的光密集连接产品制造商之一，高密度光纤连接器等核心产品广泛应用于全球大型数据中心。 3、据2026年3月31日年报，公司MTP/MPO高密度光纤连接器技术水平行业领先，是全球MPO/MTP连接器核心供应商，外销营收占比达77.33%。	1、公司产品包括高速铜缆连接器，400G DAC有实际销售； 2、公司主营产品包括各种光通信器件及其集成功能模块、光传感产品及解决方案；400G光模块产品有少量出货，800G光模块产品测试中	2026-03-03\|135.75\|-2.50\|142.92\|145.50\|135.50\|223890;2026-03-04\|131.99\|-2.77\|132.00\|135.72\|130.00\|155638;2026-03-05\|128.99\|-2.27\|135.69\|135.70\|127.21\|227699;2026-03-06\|127.70\|-1.00\|130.00\|131.27\|124.10\|162720;2026-03-09\|120.78\|-5.42\|123.46\|123.88\|115.54\|199464;2026-03-10\|130.06\|7.68\|124.71\|130.93\|124.10\|220380;2026-03-11\|129.80\|-0.20\|131.00\|136.50\|128.90\|218748;2026-03-12\|132.37\|1.98\|130.19\|136.80\|127.87\|261972;2026-03-13\|127.90\|-3.38\|129.01\|131.92\|127.00\|158332;2026-03-16\|126.11\|-1.40\|126.56\|128.41\|124.00\|152564;2026-03-17\|113.84\|-9.73\|126.12\|126.20\|112.80\|289340;2026-03-18\|117.50\|3.21\|115.79\|117.96\|113.58\|165869;2026-03-19\|117.26\|-0.20\|115.01\|120.68\|115.01\|197966;2026-03-20\|119.16\|1.62\|120.28\|125.20\|118.30\|280990;2026-03-23\|111.66\|-6.29\|115.59\|119.00\|110.30\|195308;2026-03-24\|114.70\|2.72\|114.95\|116.00\|110.15\|185123;2026-03-25\|119.21\|3.93\|118.10\|121.47\|117.13\|232991;2026-03-26\|117.32\|-1.59\|117.50\|122.78\|116.36\|211174;2026-03-27\|118.27\|0.81\|112.27\|120.46\|111.18\|187860;2026-03-30\|117.21\|-0.90\|115.90\|117.90\|113.42\|145293;2026-03-31\|107.66\|-8.15\|111.82\|112.00\|106.03\|253049;2026-04-01\|110.92\|3.03\|110.40\|111.00\|107.85\|203474;2026-04-02\|112.02\|0.99\|109.32\|116.90\|108.85\|220858;2026-04-03\|112.51\|0.44\|115.00\|116.55\|112.12\|213383;2026-04-07\|115.02\|2.23\|112.66\|117.50\|112.66\|208034;2026-04-08\|122.95\|6.89\|117.44\|123.41\|116.51\|302493;2026-04-09\|128.29\|4.34\|121.00\|129.89\|120.42\|344804;2026-04-10\|127.15\|-0.89\|129.00\|129.35\|124.60\|337281;2026-04-13\|136.60\|7.43\|124.85\|138.59\|124.81\|393892;2026-04-14\|136.42\|-0.13\|134.99\|137.39\|132.08\|345757;2026-04-15\|130.03\|-4.68\|135.20\|136.26\|128.88\|272654;2026-04-16\|134.52\|3.45\|130.78\|136.37\|130.53\|248159;2026-04-17\|141.22\|4.98\|133.97\|142.86\|133.60\|341233;2026-04-20\|137.45\|-2.67\|143.00\|143.00\|136.01\|292876;2026-04-21\|143.10\|4.11\|133.35\|144.88\|132.94\|272032;2026-04-22\|145.50\|1.68\|143.24\|151.33\|143.10\|284595;2026-04-23\|135.03\|-7.20\|145.72\|147.60\|134.00\|304709;2026-04-24\|134.10\|-0.69\|129.95\|135.98\|127.24\|304880;2026-04-27\|149.82\|11.72\|135.20\|150.66\|135.00\|422818;2026-04-28\|142.62\|-4.81\|149.00\|152.32\|140.90\|212311;2026-04-29\|138.27\|-3.05\|140.00\|142.52\|135.67\|176482;2026-04-30\|135.92\|-1.70\|140.71\|144.52\|135.60\|187779;2026-05-06\|143.87\|5.85\|138.51\|151.05\|137.00\|277020;2026-05-07\|150.05\|4.30\|155.05\|158.08\|145.70\|380709;2026-05-08\|162.10\|8.03\|145.95\|167.99\|145.33\|417918;2026-05-11\|178.80\|10.30\|163.62\|183.37\|161.00\|414734;2026-05-12\|176.71\|-1.17\|182.46\|192.00\|175.13\|336687;2026-05-13\|178.33\|0.92\|174.00\|178.76\|170.38\|308045;2026-05-14\|175.55\|-1.56\|180.01\|187.70\|175.34\|347694;2026-05-15\|160.40\|-8.63\|177.00\|177.88\|160.25\|369828;2026-05-18\|160.33\|-0.04\|160.00\|164.55\|154.54\|227021;2026-05-19\|155.20\|-3.20\|155.00\|156.97\|148.00\|253965;2026-05-20\|161.10\|3.80\|153.00\|164.43\|152.00\|282817;2026-05-21\|148.52\|-7.81\|162.50\|162.50\|148.01\|242983;2026-05-22\|161.42\|8.69\|151.00\|162.00\|150.66\|271162;2026-05-25\|163.20\|1.10\|163.00\|163.48\|156.66\|236429;2026-05-26\|161.67\|-0.94\|164.00\|168.48\|157.12\|205061;2026-05-27\|161.96\|0.18\|158.01\|166.18\|153.30\|255863;2026-05-28\|170.40\|5.21\|158.00\|172.00\|154.35\|291631;2026-05-29\|165.42\|-2.92\|172.00\|181.29\|161.40\|257712;2026-06-01\|147.75\|-10.68\|162.34\|165.66\|147.70\|211014;2026-06-02\|160.85\|8.87\|147.99\|163.95\|146.00\|243841;2026-06-03\|168.80\|4.94\|169.99\|181.88\|165.00\|359226;2026-06-04\|171.67\|1.70\|168.31\|178.02\|168.31\|206165;2026-06-05\|168.38\|-1.92\|172.00\|180.50\|167.00\|264737;2026-06-08\|153.90\|-8.60\|151.05\|161.50\|151.05\|206247;2026-06-09\|181.71\|18.07\|158.00\|184.68\|156.24\|402270;2026-06-10\|170.00\|-6.44\|178.57\|179.60\|168.00\|260521;2026-06-11\|177.58\|4.46\|173.00\|184.99\|169.00\|319499;2026-06-12\|185.08\|4.22\|183.00\|192.75\|175.00\|387958;2026-06-15\|222.10\|20.00\|203.23\|222.10\|203.01\|302354;2026-06-16\|263.29\|18.55\|245.06\|263.60\|245.06\|408702;2026-06-17\|265.99\|1.03\|261.50\|272.40\|256.27\|316965;2026-06-18\|268.60\|0.98\|265.00\|269.02\|254.00\|300168;2026-06-22\|281.18\|4.68\|264.00\|285.85\|262.00\|335405;2026-06-23\|264.52\|-5.92\|274.00\|276.46\|257.00\|250075;2026-06-24\|271.32\|2.57\|264.52\|273.00\|260.08\|198384;2026-06-25\|258.31\|-4.80\|272.13\|277.26\|246.30\|324126;2026-06-26\|234.10\|-9.37\|240.00\|245.00\|225.00\|333834;2026-06-29\|225.64\|-3.61\|234.00\|239.80\|216.69\|222417;2026-06-30\|246.71\|9.34\|227.90\|252.00\|227.89\|238704;2026-07-01\|238.36\|-3.38\|247.09\|250.55\|234.00\|159575;2026-07-02\|235.69\|-1.12\|231.09\|251.82\|224.54\|186540;2026-07-03\|237.12\|0.61\|231.64\|249.00\|230.00\|172857;2026-07-06\|217.56\|-8.25\|240.54\|241.91\|214.50\|176222;2026-07-07\|211.91\|-2.60\|217.23\|221.00\|207.00\|133491;2026-07-08\|205.36\|-3.09\|217.00\|219.32\|198.75\|127552;2026-07-09\|211.83\|3.15\|208.85\|212.66\|197.46\|176692;2026-07-10\|211.64\|0.38\|215.15\|222.20\|210.92\|218839
115055	MPO、FAU、CPO等行业新技术受关注	光纤光缆+分红送转+解除质押行业原因：据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年4月21日年报及2026年6月5日互动易，公司主营光通信及无线通信网络建设产品，2025年光缆类收入占营收比例达55.73%，产品覆盖ODN全系列及光纤、光缆、光器件。 2、据2026年6月16日公告，公司2025年年度权益分派方案为每股派发现金红利0.015元含税，以资本公积金向全体股东每股转增0.3股，股权登记日为2026年6月22日。 3、据2026年6月16日公告，控股股东、实际控制人胥爱民先生近日办理了400万股股份解除质押登记，累计质押股份占其持股总数27.91%。	信息通信网络基础设施解决方案提供商；公司主要产品覆盖了从局端OLT到用户端ONU的全系列ODN及无线通信网络建设产品，包括ODN物理连接及保护设备、光无源器件、光缆等光通信产品及微波无源器件、POI多路接入等无线通信网络建设产品	2026-03-03\|19.76\|2.17\|19.49\|20.75\|19.30\|358324;2026-03-04\|20.53\|3.90\|18.90\|21.12\|18.90\|321545;2026-03-05\|20.08\|-2.19\|20.54\|20.83\|19.80\|303261;2026-03-06\|19.66\|-2.09\|19.94\|20.15\|19.45\|184864;2026-03-09\|18.94\|-3.66\|19.26\|19.32\|17.69\|213043;2026-03-10\|20.21\|6.71\|19.07\|20.28\|19.03\|240893;2026-03-11\|20.21\|0.00\|20.21\|20.90\|20.17\|245819;2026-03-12\|20.62\|2.03\|20.20\|21.00\|19.90\|199549;2026-03-13\|20.31\|-1.50\|20.23\|21.16\|19.91\|163748;2026-03-16\|20.73\|2.07\|20.17\|20.92\|19.91\|188517;2026-03-17\|19.56\|-5.64\|20.70\|20.95\|19.49\|210128;2026-03-18\|19.76\|1.02\|19.95\|19.98\|19.10\|136402;2026-03-19\|20.69\|4.71\|19.30\|21.74\|19.12\|388098;2026-03-20\|19.83\|-4.16\|21.10\|21.68\|19.80\|277201;2026-03-23\|18.21\|-8.17\|18.70\|19.33\|18.00\|220273;2026-03-24\|19.32\|6.10\|18.72\|19.39\|18.31\|194458;2026-03-25\|21.25\|9.99\|19.75\|21.25\|19.71\|230326;2026-03-26\|20.55\|-3.29\|21.05\|21.60\|20.50\|254226;2026-03-27\|20.47\|-0.39\|20.75\|20.96\|19.82\|172342;2026-03-30\|20.61\|0.68\|20.70\|20.95\|20.00\|275452;2026-03-31\|20.27\|-1.65\|20.40\|20.59\|18.90\|246809;2026-04-01\|19.78\|-2.42\|20.65\|20.92\|19.53\|170345;2026-04-02\|21.76\|10.01\|19.59\|21.76\|19.48\|312433;2026-04-03\|20.74\|-4.69\|22.00\|22.22\|20.69\|387191;2026-04-07\|22.81\|9.98\|20.74\|22.81\|20.74\|258256;2026-04-08\|22.32\|-2.15\|22.59\|23.56\|22.18\|478939;2026-04-09\|23.34\|4.57\|21.99\|23.34\|21.99\|536789;2026-04-10\|21.99\|-5.78\|22.68\|22.77\|21.65\|349018;2026-04-13\|22.19\|0.91\|21.47\|22.19\|20.90\|236530;2026-04-14\|21.86\|-1.49\|21.94\|22.10\|21.50\|200937;2026-04-15\|21.45\|-1.88\|21.93\|22.19\|21.20\|160458;2026-04-16\|21.70\|1.17\|21.31\|21.80\|21.10\|154602;2026-04-17\|21.69\|-0.05\|22.01\|22.75\|21.62\|246398;2026-04-20\|22.06\|1.71\|22.16\|22.48\|21.70\|203554;2026-04-21\|20.97\|-4.94\|21.52\|21.55\|20.23\|189225;2026-04-22\|21.55\|2.77\|20.75\|21.70\|20.73\|152778;2026-04-23\|20.18\|-6.36\|21.40\|21.43\|20.14\|183312;2026-04-24\|20.00\|-0.89\|20.34\|20.50\|19.53\|105850;2026-04-27\|19.92\|-0.40\|20.00\|20.00\|19.38\|87614;2026-04-28\|19.96\|0.20\|20.38\|20.66\|19.87\|93536;2026-04-29\|19.86\|-0.50\|19.70\|20.15\|19.60\|83664;2026-04-30\|19.30\|-2.82\|19.83\|20.00\|19.13\|100037;2026-05-06\|20.07\|3.99\|19.56\|20.07\|19.50\|100778;2026-05-07\|21.31\|6.18\|20.43\|21.57\|20.30\|192838;2026-05-08\|21.85\|2.53\|20.99\|21.95\|20.95\|177999;2026-05-11\|23.00\|5.26\|22.24\|23.38\|22.02\|255018;2026-05-12\|23.64\|2.78\|22.81\|23.81\|22.71\|258470;2026-05-13\|23.83\|0.80\|23.00\|24.20\|22.99\|188679;2026-05-14\|22.95\|-3.69\|24.17\|24.20\|22.92\|168974;2026-05-15\|21.83\|-4.88\|22.95\|23.19\|21.59\|168155;2026-05-18\|22.30\|2.15\|21.72\|22.76\|21.72\|109454;2026-05-19\|22.59\|1.30\|22.21\|22.69\|21.83\|102373;2026-05-20\|22.49\|-0.44\|22.44\|22.98\|22.16\|85274;2026-05-21\|20.55\|-8.63\|22.50\|22.59\|20.51\|140044;2026-05-22\|21.55\|4.87\|20.88\|21.74\|20.35\|104999;2026-05-25\|21.30\|-1.16\|21.73\|21.80\|20.66\|92078;2026-05-26\|20.05\|-5.87\|21.19\|21.30\|19.73\|121117;2026-05-27\|19.17\|-4.39\|19.98\|20.09\|18.90\|92576;2026-05-28\|19.57\|2.09\|19.27\|19.73\|18.78\|91381;2026-05-29\|19.52\|-0.26\|19.58\|20.30\|19.12\|131360;2026-06-01\|19.26\|-1.33\|19.50\|20.37\|18.94\|99465;2026-06-02\|19.68\|2.18\|19.21\|20.04\|19.08\|119903;2026-06-03\|19.87\|0.97\|19.82\|20.58\|19.53\|165549;2026-06-04\|20.52\|3.27\|19.42\|21.13\|19.28\|214454;2026-06-05\|20.35\|-0.83\|20.06\|21.00\|20.06\|179444;2026-06-08\|19.30\|-5.16\|19.01\|20.12\|18.81\|134519;2026-06-09\|20.15\|4.40\|19.96\|20.20\|19.15\|125944;2026-06-10\|18.93\|-6.05\|19.70\|19.86\|18.61\|125492;2026-06-11\|18.56\|-1.95\|18.66\|19.22\|18.01\|105439;2026-06-12\|18.08\|-2.59\|18.84\|18.86\|17.88\|109172;2026-06-15\|19.06\|5.42\|18.11\|19.40\|18.00\|114479;2026-06-16\|20.97\|10.02\|18.89\|20.97\|18.76\|169544;2026-06-17\|20.41\|-2.67\|20.73\|21.11\|20.15\|175038;2026-06-18\|20.73\|1.57\|20.70\|21.20\|20.28\|116177;2026-06-22\|21.70\|4.68\|20.98\|21.70\|20.78\|167495;2026-06-23\|16.79\|0.66\|16.53\|17.43\|16.23\|233704;2026-06-24\|16.55\|-1.43\|16.52\|17.50\|16.00\|207987;2026-06-25\|16.10\|-2.72\|16.83\|16.83\|15.85\|173865;2026-06-26\|14.85\|-7.76\|16.10\|16.10\|14.62\|160219;2026-06-29\|13.80\|-7.07\|14.75\|14.81\|13.42\|153803;2026-06-30\|14.40\|4.35\|13.77\|14.82\|13.51\|140192;2026-07-01\|13.92\|-3.33\|14.46\|14.53\|13.86\|124188;2026-07-02\|13.41\|-3.66\|13.63\|14.26\|13.36\|110929;2026-07-03\|13.27\|-1.04\|13.28\|13.55\|13.23\|99091;2026-07-06\|12.81\|-3.47\|13.12\|13.37\|12.50\|118952;2026-07-07\|12.04\|-6.01\|12.60\|12.79\|11.95\|106509;2026-07-08\|12.03\|-0.08\|12.07\|12.76\|11.98\|122357;2026-07-09\|12.23\|1.66\|12.04\|12.27\|11.42\|122484;2026-07-10\|12.22\|-0.08\|12.23\|12.57\|12.11\|121677
115054	MPO、FAU、CPO等行业新技术受关注	光芯片+光纤光缆+超导带材行业原因： 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5月18日业绩说明会，2026年一季度公司光通信产品收入与毛利率增幅较大，主要受益于AI算力需求爆发式增长带动光纤市场量价齐升；公司70mW CW-DFB及100G EML光芯片已完成研发验证与客户适配测试并实现供货，正有序推进产能扩充工作。 2、据2026年4月21日年报及2026年5月18日互动易，公司构建了“光棒—光纤—光缆”全产业链，并向光芯片、光器件等领域延伸，具备端到端综合解决方案能力；公司70mW CW-DFB、100G EML系列已实现供货，正积极对接海内外主流光模块企业，持续送样测试。 3、据2026年5月18日互动易，子公司东部超导专注于第二代高温超导带材，已具备规模化供应能力，产品成功应用于可控核聚变磁体、超导感应加热等关键场景，公司与中国科学院系统、能量奇点等机构保持战略合作。	1、公司已经实现了从光芯片-光器件-光模块-系统集成的全产业链布局； 2、公司高温超导带材已应用于超导感应加热、超导磁拉单晶、可控核聚变磁体、超导电力装备等领域	2026-03-03\|27.52\|-9.95\|30.00\|30.83\|27.50\|2067074;2026-03-04\|26.80\|-2.62\|25.86\|27.77\|25.86\|973806;2026-03-05\|28.09\|4.81\|27.50\|28.72\|26.52\|1465287;2026-03-06\|26.98\|-3.95\|27.70\|27.99\|26.81\|1046679;2026-03-09\|26.59\|-1.45\|26.01\|26.84\|25.50\|845950;2026-03-10\|28.15\|5.87\|27.27\|28.20\|26.70\|1301975;2026-03-11\|28.47\|1.14\|28.20\|29.50\|28.20\|1366439;2026-03-12\|27.35\|-3.93\|28.38\|28.83\|27.00\|1157400;2026-03-13\|27.61\|0.95\|27.19\|28.30\|27.08\|1028565;2026-03-16\|28.44\|3.01\|27.63\|28.68\|27.61\|1252367;2026-03-17\|27.07\|-4.82\|28.54\|28.57\|26.85\|1023119;2026-03-18\|27.49\|1.55\|26.90\|27.50\|26.40\|704817;2026-03-19\|26.96\|-1.93\|26.84\|27.35\|26.67\|528831;2026-03-20\|27.66\|2.60\|27.36\|28.50\|27.12\|1581663;2026-03-23\|25.32\|-8.46\|26.36\|26.50\|25.00\|1337696;2026-03-24\|25.21\|-0.43\|25.81\|25.96\|24.11\|919620;2026-03-25\|26.25\|4.13\|25.68\|26.46\|25.68\|1071384;2026-03-26\|25.39\|-3.28\|26.25\|26.33\|25.02\|901003;2026-03-27\|25.55\|0.63\|24.50\|26.10\|24.19\|898523;2026-03-30\|27.69\|8.38\|25.00\|28.09\|24.99\|1687135;2026-03-31\|27.74\|0.18\|27.13\|28.28\|26.90\|1340850;2026-04-01\|30.51\|9.99\|28.50\|30.51\|28.50\|2354132;2026-04-02\|30.29\|-0.72\|30.30\|31.88\|29.70\|2198990;2026-04-03\|30.98\|2.28\|31.03\|32.30\|30.60\|1677444;2026-04-07\|30.21\|-2.49\|30.98\|31.81\|30.01\|1241374;2026-04-08\|33.23\|10.00\|31.59\|33.23\|31.30\|1535919;2026-04-09\|34.64\|4.24\|33.95\|34.92\|33.20\|1864375;2026-04-10\|38.10\|9.99\|34.65\|38.10\|33.98\|2331300;2026-04-13\|38.70\|1.57\|37.87\|39.61\|36.70\|2175915;2026-04-14\|37.18\|-3.93\|38.10\|38.62\|36.80\|1840653;2026-04-15\|37.54\|0.97\|37.26\|40.27\|36.98\|2323465;2026-04-16\|39.47\|5.14\|37.50\|40.50\|36.41\|2004663;2026-04-17\|41.30\|4.64\|39.47\|42.50\|39.47\|1673910;2026-04-20\|41.80\|1.21\|41.31\|43.86\|40.72\|1853075;2026-04-21\|41.39\|-0.98\|39.95\|42.30\|39.95\|1628974;2026-04-22\|45.53\|10.00\|41.39\|45.53\|41.39\|707703;2026-04-23\|48.50\|6.52\|48.10\|50.07\|47.20\|2308499;2026-04-24\|49.01\|1.05\|48.50\|51.00\|47.55\|1957770;2026-04-27\|48.52\|-1.00\|49.91\|50.40\|47.28\|1394350;2026-04-28\|44.85\|-7.56\|48.60\|49.35\|44.53\|1984598;2026-04-29\|43.32\|-3.41\|44.61\|45.05\|42.78\|1670887;2026-04-30\|42.41\|-2.10\|43.84\|44.22\|41.80\|1202231;2026-05-06\|43.68\|2.99\|43.31\|44.78\|43.04\|1476186;2026-05-07\|47.52\|8.79\|44.72\|48.05\|43.41\|2266602;2026-05-08\|49.94\|5.09\|46.09\|50.49\|45.92\|2087162;2026-05-11\|51.40\|2.92\|50.58\|52.50\|48.93\|1864012;2026-05-12\|52.32\|1.79\|51.63\|55.99\|51.60\|1917080;2026-05-13\|51.83\|-0.94\|51.43\|52.88\|50.76\|1358830;2026-05-14\|53.99\|4.17\|52.85\|56.39\|52.26\|1903822;2026-05-15\|51.50\|-4.61\|53.99\|55.51\|49.70\|1583050;2026-05-18\|51.55\|0.10\|50.47\|52.54\|50.47\|1125158;2026-05-19\|50.47\|-2.10\|50.70\|50.97\|47.93\|1121210;2026-05-20\|50.63\|0.32\|50.55\|51.48\|48.81\|1056496;2026-05-21\|46.29\|-8.57\|51.36\|51.36\|45.88\|1410460;2026-05-22\|47.31\|2.20\|47.22\|47.75\|46.50\|895414;2026-05-25\|47.20\|-0.23\|47.08\|47.31\|45.93\|1071397;2026-05-26\|46.28\|-1.95\|46.66\|46.80\|42.60\|1890227;2026-05-27\|48.50\|4.80\|45.36\|49.88\|45.28\|1960929;2026-05-28\|48.53\|0.06\|47.60\|48.78\|45.89\|1454098;2026-05-29\|47.81\|-1.48\|48.80\|50.47\|46.42\|1880512;2026-06-01\|45.11\|-5.65\|46.93\|49.38\|45.01\|1239762;2026-06-02\|49.62\|10.00\|45.11\|49.62\|45.11\|1895285;2026-06-03\|51.92\|4.64\|51.00\|54.58\|50.77\|2287955;2026-06-04\|54.29\|4.56\|51.00\|54.95\|51.00\|1476736;2026-06-05\|55.42\|2.08\|54.10\|59.72\|54.10\|2102307;2026-06-08\|53.00\|-4.37\|51.99\|56.80\|51.87\|1612508;2026-06-09\|56.90\|7.36\|54.41\|57.16\|53.23\|1564631;2026-06-10\|52.30\|-8.08\|55.70\|56.48\|51.61\|1286613;2026-06-11\|52.33\|0.06\|51.49\|55.26\|50.87\|1246010;2026-06-12\|51.30\|-1.97\|54.02\|54.18\|50.60\|1305729;2026-06-15\|53.53\|4.35\|52.29\|54.00\|49.10\|1205280;2026-06-16\|58.88\|9.99\|53.93\|58.88\|53.09\|1369957;2026-06-17\|63.09\|7.17\|59.25\|64.69\|58.99\|1831260;2026-06-18\|62.12\|-1.54\|61.83\|64.35\|61.38\|1263933;2026-06-22\|63.70\|2.54\|63.48\|65.36\|60.99\|1463995;2026-06-23\|62.49\|-1.90\|63.70\|66.66\|61.53\|1394260;2026-06-24\|68.74\|10.00\|61.01\|68.74\|61.01\|1563121;2026-06-25\|72.96\|6.14\|70.50\|73.97\|68.10\|1319762;2026-06-26\|65.71\|-9.94\|72.81\|73.90\|65.66\|1524525;2026-06-29\|63.10\|-3.97\|66.76\|67.38\|59.99\|1278470;2026-06-30\|67.48\|6.94\|63.81\|67.90\|61.96\|1071333;2026-07-01\|62.46\|-7.44\|67.50\|67.50\|61.00\|1167856;2026-07-02\|56.21\|-10.01\|59.01\|59.97\|56.21\|956424;2026-07-03\|54.53\|-2.99\|55.61\|57.56\|54.50\|963024;2026-07-06\|50.05\|-8.22\|57.50\|57.50\|49.12\|1564924;2026-07-07\|49.05\|-2.00\|49.06\|50.67\|46.73\|1399780;2026-07-08\|47.58\|-3.00\|49.25\|50.18\|47.31\|947280;2026-07-09\|50.66\|6.47\|48.98\|50.74\|45.50\|1399694;2026-07-10\|49.04\|-3.20\|50.75\|53.33\|49.00\|1391386
115053	MPO、FAU、CPO等行业新技术受关注	CPO+智算中心+一季报扭亏为盈行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成5亿美元股权合作，康宁将新建三家美国工厂，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，G.657.A2光纤价格一年飙涨650%，量价齐升验证高景气。公司原因： 1、据2026年4月29日年报，公司400G/800G高速光模块完成验证并发布，RoCE交换机已在广东、陕西、江西等运营商智算中心规模商用，DCI互联方案切入AI智算数据中心。 2、据2026年4月29日一季报，公司2026Q1营收2.93亿元，同比增长17.25%，归母净利润684.22万元，同比扭亏为盈。 3、据2026年4月29日年报及股东会材料，公司2025年相继中标中国移动、电信、联通OTN及5G微功率直放站等集采项目，并发布fgOTN盒式产品完成重要客户实验室验证。	国内光纤通信接入领域领军企业，一季度净利润684.2万，同比增长135.33%	2026-03-03\|9.84\|-3.72\|10.22\|10.42\|9.82\|124943;2026-03-04\|9.83\|-0.10\|9.60\|9.98\|9.51\|86624;2026-03-05\|10.20\|3.76\|10.01\|10.29\|10.00\|120953;2026-03-06\|10.21\|0.10\|10.20\|10.23\|10.05\|71782;2026-03-09\|10.00\|-2.06\|10.06\|10.06\|9.75\|98793;2026-03-10\|11.00\|10.00\|11.00\|11.00\|11.00\|108682;2026-03-11\|12.10\|10.00\|12.10\|12.10\|12.02\|454042;2026-03-12\|12.50\|3.31\|11.71\|13.31\|11.62\|1275244;2026-03-13\|13.75\|10.00\|12.03\|13.75\|12.03\|782862;2026-03-16\|12.97\|-5.67\|12.76\|13.14\|12.51\|966744;2026-03-17\|11.94\|-7.94\|13.00\|13.17\|11.82\|777049;2026-03-18\|13.13\|9.97\|12.12\|13.13\|12.12\|796072;2026-03-19\|13.90\|5.86\|13.05\|14.44\|13.05\|1362618;2026-03-20\|13.28\|-4.46\|15.29\|15.29\|13.20\|1229101;2026-03-23\|14.61\|10.02\|12.72\|14.61\|12.70\|1274424;2026-03-24\|15.61\|6.84\|14.47\|16.00\|14.18\|1405822;2026-03-25\|15.40\|-1.35\|15.61\|16.00\|14.63\|1377906;2026-03-26\|14.48\|-5.97\|14.63\|15.03\|14.00\|847683;2026-03-27\|13.73\|-5.18\|13.48\|14.25\|13.13\|765497;2026-03-30\|13.53\|-1.46\|13.47\|13.84\|13.03\|579129;2026-03-31\|12.44\|-8.06\|13.30\|13.48\|12.41\|739127;2026-04-01\|13.68\|9.97\|13.06\|13.68\|13.06\|851544;2026-04-02\|13.26\|-3.07\|13.78\|14.55\|13.24\|912291;2026-04-03\|13.21\|-0.38\|13.57\|14.18\|13.00\|780110;2026-04-07\|13.13\|-0.61\|12.89\|13.72\|12.89\|577374;2026-04-08\|14.00\|6.63\|13.50\|14.10\|13.40\|699888;2026-04-09\|14.34\|2.43\|13.80\|14.50\|13.46\|915745;2026-04-10\|13.87\|-3.28\|14.27\|14.77\|13.86\|793331;2026-04-13\|15.26\|10.02\|14.30\|15.26\|14.30\|458258;2026-04-14\|15.00\|-1.70\|16.79\|16.79\|14.83\|1198776;2026-04-15\|15.52\|3.47\|15.21\|16.15\|15.21\|1111131;2026-04-16\|15.20\|-2.06\|15.00\|15.35\|14.60\|842322;2026-04-17\|15.75\|3.62\|15.50\|16.04\|15.23\|965140;2026-04-20\|15.70\|-0.32\|15.30\|16.10\|15.25\|700442;2026-04-21\|15.41\|-1.85\|15.36\|15.79\|14.96\|506163;2026-04-22\|15.84\|2.79\|15.36\|15.84\|15.03\|701826;2026-04-23\|14.87\|-6.12\|15.90\|15.97\|14.35\|598036;2026-04-24\|14.38\|-3.30\|14.66\|15.50\|14.38\|441523;2026-04-27\|13.88\|-3.48\|14.12\|14.20\|13.20\|522533;2026-04-28\|13.52\|-2.59\|13.93\|13.93\|13.31\|407037;2026-04-29\|14.87\|9.99\|14.20\|14.87\|14.20\|210723;2026-04-30\|14.30\|-3.83\|15.20\|15.38\|14.13\|566386;2026-05-06\|14.79\|3.43\|14.30\|15.00\|14.01\|499632;2026-05-07\|16.27\|10.01\|14.89\|16.27\|14.68\|533131;2026-05-08\|16.57\|1.84\|16.20\|16.70\|15.94\|814267;2026-05-11\|16.61\|0.24\|16.83\|17.25\|16.20\|558867;2026-05-12\|16.97\|2.17\|16.39\|17.49\|16.35\|644896;2026-05-13\|17.22\|1.47\|16.36\|17.66\|16.36\|670208;2026-05-14\|16.76\|-2.67\|17.50\|17.71\|16.75\|509417;2026-05-15\|16.31\|-2.69\|16.70\|17.44\|16.16\|436030;2026-05-18\|16.00\|-1.90\|15.98\|16.38\|15.88\|279222;2026-05-19\|15.87\|-0.81\|15.94\|16.19\|15.40\|301047;2026-05-20\|15.88\|0.06\|15.71\|16.35\|15.11\|344332;2026-05-21\|14.71\|-7.37\|15.89\|16.20\|14.62\|310008;2026-05-22\|15.07\|2.45\|14.98\|15.55\|14.87\|264082;2026-05-25\|14.86\|-1.39\|15.07\|15.11\|14.51\|237364;2026-05-26\|14.24\|-4.17\|14.62\|14.63\|13.93\|234044;2026-05-27\|13.36\|-6.18\|14.28\|14.28\|13.22\|248851;2026-05-28\|14.05\|5.16\|13.32\|14.22\|12.99\|303964;2026-05-29\|13.50\|-3.91\|14.24\|14.41\|13.35\|250246;2026-06-01\|13.29\|-1.56\|13.44\|13.60\|13.19\|157181;2026-06-02\|13.35\|0.45\|13.26\|13.88\|13.12\|252714;2026-06-03\|13.33\|-0.15\|13.55\|13.86\|13.22\|327038;2026-06-04\|12.96\|-2.78\|12.85\|13.35\|12.78\|258071;2026-06-05\|13.10\|1.08\|12.80\|14.00\|12.79\|292232;2026-06-08\|12.29\|-6.18\|12.30\|12.83\|12.07\|232307;2026-06-09\|12.40\|0.90\|12.45\|12.50\|12.15\|163655;2026-06-10\|11.90\|-4.03\|12.20\|12.26\|11.72\|189393;2026-06-11\|11.60\|-2.52\|11.77\|11.89\|11.48\|157174;2026-06-12\|11.50\|-0.86\|11.84\|11.88\|11.37\|146875;2026-06-15\|12.12\|5.39\|11.60\|12.19\|11.52\|175643;2026-06-16\|13.33\|9.98\|12.12\|13.33\|12.06\|328347;2026-06-17\|12.89\|-3.30\|13.30\|13.30\|12.69\|381167;2026-06-18\|13.03\|1.09\|12.97\|13.23\|12.69\|248223;2026-06-22\|12.87\|-1.23\|13.10\|13.19\|12.48\|262456;2026-06-23\|12.64\|-1.79\|12.85\|13.03\|12.52\|177377;2026-06-24\|12.66\|0.16\|12.46\|12.78\|12.30\|165847;2026-06-25\|12.20\|-3.63\|12.66\|12.76\|12.12\|188302;2026-06-26\|11.46\|-6.07\|12.03\|12.03\|11.31\|206103;2026-06-29\|11.12\|-2.97\|11.44\|11.44\|10.55\|197841;2026-06-30\|11.74\|5.58\|11.02\|11.86\|11.02\|161809;2026-07-01\|11.57\|-1.45\|11.74\|12.04\|11.55\|150915;2026-07-02\|11.08\|-4.24\|11.34\|11.59\|11.05\|127270;2026-07-03\|11.17\|0.81\|11.27\|11.80\|11.00\|154606;2026-07-06\|11.33\|1.43\|11.09\|11.63\|10.72\|199141;2026-07-07\|11.02\|-2.74\|11.02\|11.45\|10.80\|136086;2026-07-08\|11.20\|1.63\|11.10\|11.60\|10.90\|190761;2026-07-09\|11.13\|-0.62\|11.22\|11.29\|10.56\|191897;2026-07-10\|11.45\|2.88\|11.10\|11.79\|11.10\|246909
115052	MPO、FAU、CPO等行业新技术受关注	光耦器件+LED封装+华为合作+广东国资行业原因：据兴业证券6月11日研报，AI算力需求爆发推动先进封装技术迭代，玻璃基板凭借低热膨胀系数、高布线密度等优势成为下一代核心基板，台积电、英特尔等龙头布局加速，行业迎来景气上行窗口。公司原因： 1、据2026年6月15日互动易，公司子公司国星半导体专门从事LED外延材料及芯片的开发与制造，主要芯片产品序列包含蓝绿显示、大功率倒装、数码指示、垂直紫外等，广泛运用于超高清显示、车灯照明、消费类电子、移动照明等领域；同日互动回复，公司光耦器件已实现量产并对外销售。 2、据2026年6月15日互动易，公司与华为联合创新中心自成立以来，双方在智能穿戴、车载LED领域等方面持续推进合作深化。 3、据2025年年度报告，公司主要从事电子元器件研发、制造与销售，主要产品分为LED外延片及芯片产品、LED封装及组件产品、集成电路封测产品及第三代化合物半导体封测产品等。 4、据2025年年度报告，公司最终控制人为广东省人民政府，控股股东为广东省广晟控股集团有限公司。	公司光耦器件已实现量产并对外销售	2026-03-03\|8.11\|-5.15\|8.53\|8.60\|8.08\|208887;2026-03-04\|7.96\|-1.85\|8.03\|8.12\|7.93\|130128;2026-03-05\|8.76\|10.05\|8.60\|8.76\|8.60\|160515;2026-03-06\|8.82\|0.68\|9.39\|9.39\|8.75\|885923;2026-03-09\|8.63\|-2.15\|8.55\|8.67\|8.44\|539805;2026-03-10\|8.62\|-0.12\|8.63\|8.77\|8.59\|302698;2026-03-11\|8.76\|1.62\|8.61\|8.90\|8.57\|368556;2026-03-12\|9.27\|5.82\|8.67\|9.57\|8.66\|882010;2026-03-13\|9.24\|-0.32\|9.20\|9.58\|9.13\|644749;2026-03-16\|9.05\|-2.06\|9.18\|9.22\|9.01\|353698;2026-03-17\|8.74\|-3.43\|9.14\|9.19\|8.71\|266128;2026-03-18\|8.93\|2.17\|8.79\|8.99\|8.71\|284452;2026-03-19\|8.72\|-2.35\|8.75\|8.93\|8.69\|215076;2026-03-20\|8.33\|-4.47\|8.77\|8.91\|8.31\|335870;2026-03-23\|7.63\|-8.40\|8.10\|8.20\|7.55\|403792;2026-03-24\|7.92\|3.80\|7.77\|7.92\|7.52\|230058;2026-03-25\|8.12\|2.53\|7.94\|8.18\|7.94\|192384;2026-03-26\|7.83\|-3.57\|8.12\|8.13\|7.78\|172909;2026-03-27\|7.89\|0.77\|7.70\|7.90\|7.63\|127584;2026-03-30\|7.79\|-1.27\|7.71\|7.83\|7.55\|163835;2026-03-31\|7.59\|-2.57\|7.71\|7.84\|7.59\|140252;2026-04-01\|7.79\|2.63\|7.74\|7.84\|7.69\|118518;2026-04-02\|7.57\|-2.82\|7.72\|7.81\|7.50\|132097;2026-04-03\|7.46\|-1.45\|7.62\|7.65\|7.45\|101192;2026-04-07\|7.57\|1.47\|7.48\|7.61\|7.47\|83528;2026-04-08\|8.33\|10.04\|7.76\|8.33\|7.76\|298830;2026-04-09\|8.14\|-2.28\|8.19\|8.30\|8.09\|268991;2026-04-10\|8.12\|-0.25\|8.30\|8.30\|8.12\|167407;2026-04-13\|8.15\|0.37\|8.15\|8.24\|8.07\|129591;2026-04-14\|8.09\|-0.74\|8.23\|8.25\|8.00\|141606;2026-04-15\|8.06\|-0.37\|8.06\|8.15\|8.01\|116741;2026-04-16\|8.10\|0.50\|8.08\|8.12\|8.03\|107975;2026-04-17\|8.22\|1.48\|8.07\|8.24\|8.05\|139199;2026-04-20\|8.25\|0.36\|8.22\|8.33\|8.18\|118701;2026-04-21\|8.16\|-1.09\|8.23\|8.24\|8.08\|109962;2026-04-22\|8.30\|1.72\|8.15\|8.31\|8.11\|132814;2026-04-23\|8.11\|-2.29\|8.32\|8.33\|8.06\|147624;2026-04-24\|7.90\|-2.59\|7.89\|7.97\|7.63\|185369;2026-04-27\|8.11\|2.66\|7.89\|8.16\|7.81\|142398;2026-04-28\|7.92\|-2.34\|8.04\|8.09\|7.85\|138910;2026-04-29\|7.87\|-0.63\|7.84\|7.97\|7.83\|104723;2026-04-30\|7.93\|0.76\|7.86\|7.94\|7.79\|92630;2026-05-06\|8.02\|1.13\|8.02\|8.09\|7.91\|140569;2026-05-07\|8.23\|2.62\|8.17\|8.31\|8.11\|185055;2026-05-08\|8.19\|-0.49\|8.16\|8.20\|8.09\|103415;2026-05-11\|8.25\|0.73\|8.21\|8.30\|8.20\|173628;2026-05-12\|8.10\|-1.82\|8.23\|8.27\|8.09\|130649;2026-05-13\|8.19\|1.11\|8.09\|8.22\|8.00\|110412;2026-05-14\|8.35\|1.95\|8.21\|8.46\|8.13\|296843;2026-05-15\|8.11\|-2.87\|8.32\|8.44\|8.02\|240081;2026-05-18\|8.17\|0.74\|8.06\|8.18\|8.01\|176823;2026-05-19\|8.33\|1.96\|8.18\|8.34\|8.16\|206162;2026-05-20\|8.31\|-0.24\|8.27\|8.35\|8.10\|198988;2026-05-21\|8.43\|1.44\|8.66\|9.10\|8.39\|691447;2026-05-22\|8.92\|5.81\|8.44\|9.07\|8.09\|679926;2026-05-25\|8.70\|-2.47\|8.77\|8.84\|8.56\|363402;2026-05-26\|8.60\|-1.15\|8.62\|8.74\|8.51\|263215;2026-05-27\|8.61\|0.12\|8.56\|8.94\|8.53\|365339;2026-05-28\|8.61\|0.00\|8.56\|8.72\|8.34\|303076;2026-05-29\|8.10\|-5.92\|8.58\|8.61\|8.07\|346192;2026-06-01\|8.33\|2.84\|8.06\|8.52\|8.00\|320196;2026-06-02\|8.33\|0.00\|8.27\|8.40\|8.13\|202592;2026-06-03\|8.32\|-0.12\|8.30\|8.51\|8.20\|267452;2026-06-04\|8.42\|1.20\|8.25\|8.60\|8.16\|285695;2026-06-05\|8.57\|1.78\|8.34\|8.76\|8.18\|393383;2026-06-08\|8.08\|-5.72\|8.27\|8.55\|7.94\|319691;2026-06-09\|8.08\|0.00\|8.15\|8.25\|7.87\|238191;2026-06-10\|7.73\|-4.33\|7.95\|7.96\|7.62\|256288;2026-06-11\|7.34\|-5.05\|7.66\|7.67\|7.28\|264224;2026-06-12\|7.31\|-0.41\|7.50\|7.95\|7.26\|349541;2026-06-15\|7.54\|3.15\|7.33\|7.60\|7.29\|247986;2026-06-16\|8.29\|9.95\|8.29\|8.29\|8.29\|167839;2026-06-17\|8.08\|-2.53\|7.98\|8.30\|7.85\|453773;2026-06-18\|7.98\|-1.24\|8.08\|8.09\|7.70\|360707;2026-06-22\|8.03\|0.63\|8.06\|8.10\|7.71\|270431;2026-06-23\|8.02\|-0.12\|7.96\|8.28\|7.89\|306528;2026-06-24\|7.84\|-2.24\|7.97\|7.98\|7.61\|244217;2026-06-25\|7.67\|-2.17\|7.80\|7.90\|7.59\|218442;2026-06-26\|7.63\|-0.52\|7.60\|7.94\|7.56\|265479;2026-06-29\|7.35\|-3.67\|7.56\|7.79\|7.21\|269879;2026-06-30\|7.75\|5.44\|7.32\|7.80\|7.30\|252551;2026-07-01\|7.76\|0.13\|7.73\|7.84\|7.58\|187389;2026-07-02\|7.67\|-1.16\|7.73\|7.92\|7.53\|177973;2026-07-03\|7.51\|-2.09\|7.66\|7.70\|7.47\|181885;2026-07-06\|7.23\|-3.73\|7.51\|7.54\|7.21\|189090;2026-07-07\|6.99\|-3.32\|7.21\|7.22\|6.93\|167458;2026-07-08\|6.77\|-3.15\|6.95\|6.99\|6.72\|121769;2026-07-09\|6.83\|0.89\|6.77\|6.86\|6.52\|144935;2026-07-10\|6.84\|0.15\|6.81\|6.98\|6.80\|122171
115051	MPO、FAU、CPO等行业新技术受关注	光纤涨价+铜箔+特高压行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2025年半年报及2025年年报，公司重点布局新能源汽车锂电池超薄铜箔产业，全资子公司江西杭电铜箔年产5万吨项目一期工程已进入试生产阶段，锂电铜箔产品已导入国内主流新能源储能企业供应链体系，电子电路铜箔进入生益科技等头部企业供应链。 2、据2026年4月22日一季报，公司一季度归母净利润8084.19万元，同比增长279.96%，主要系子公司永特信息光纤销量增长且销售价格大幅上涨带来较高效益。 3、据2025年年度报告，公司是国家电网和南方电网高压、超高压电力电缆和特高压导线的主要供应商，导线产品涵盖1100kV及以下特高压高压导线全等级产品。	公司地处杭州，是国网杭州供电公司重要的电缆供应商和技术合作伙伴，具备光通信“光棒—光纤—光缆”一体化产业链，光缆产品通过参与电信运营商招投标实现销售	2026-03-03\|18.72\|2.13\|18.69\|19.91\|18.66\|1261615;2026-03-04\|20.59\|9.99\|16.98\|20.59\|16.98\|982240;2026-03-05\|20.82\|1.12\|21.30\|22.20\|20.44\|1342811;2026-03-06\|19.17\|-7.93\|21.00\|21.21\|19.08\|1238642;2026-03-09\|20.00\|4.33\|19.00\|20.00\|18.15\|1152557;2026-03-10\|20.72\|3.60\|19.89\|21.13\|19.36\|1227993;2026-03-11\|20.60\|-0.58\|20.44\|22.22\|20.31\|1150035;2026-03-12\|20.23\|-1.80\|20.60\|21.20\|20.08\|881626;2026-03-13\|18.98\|-6.18\|19.86\|20.30\|18.78\|813770;2026-03-16\|19.05\|0.37\|18.87\|19.31\|18.30\|518049;2026-03-17\|18.26\|-4.15\|18.90\|18.98\|18.00\|481832;2026-03-18\|20.09\|10.02\|18.37\|20.09\|17.73\|773954;2026-03-19\|19.76\|-1.64\|19.51\|20.81\|19.35\|796139;2026-03-20\|20.08\|1.62\|20.55\|21.14\|19.98\|999610;2026-03-23\|20.43\|1.74\|19.01\|21.58\|19.01\|1067147;2026-03-24\|20.73\|1.47\|21.00\|21.30\|19.44\|1052116;2026-03-25\|22.80\|9.99\|20.73\|22.80\|20.71\|639477;2026-03-26\|22.07\|-3.20\|22.01\|23.41\|21.15\|1168137;2026-03-27\|24.28\|10.01\|21.40\|24.28\|20.68\|844115;2026-03-30\|26.71\|10.01\|24.98\|26.71\|24.98\|599664;2026-03-31\|28.49\|6.66\|27.00\|29.38\|26.70\|1451111;2026-04-01\|28.38\|-0.39\|28.99\|29.35\|25.99\|968503;2026-04-02\|27.88\|-1.76\|28.72\|29.00\|27.60\|750207;2026-04-03\|27.65\|-0.82\|28.69\|30.10\|27.36\|1014728;2026-04-07\|26.89\|-2.75\|27.65\|28.88\|25.98\|991861;2026-04-08\|25.98\|-3.38\|27.01\|27.49\|25.15\|960559;2026-04-09\|26.36\|1.46\|25.87\|26.80\|24.55\|868621;2026-04-10\|24.12\|-8.50\|26.63\|26.65\|24.07\|944259;2026-04-13\|23.64\|-1.99\|24.12\|24.18\|23.28\|612009;2026-04-14\|22.20\|-6.09\|23.93\|25.13\|22.09\|1289312;2026-04-15\|21.62\|-2.61\|22.07\|22.49\|21.53\|813878;2026-04-16\|22.82\|5.55\|21.77\|23.19\|21.40\|909854;2026-04-17\|24.12\|5.70\|22.50\|24.91\|22.36\|1029926;2026-04-20\|25.44\|5.47\|24.32\|26.27\|24.13\|942601;2026-04-21\|25.95\|2.00\|25.00\|26.10\|24.36\|753884;2026-04-22\|28.55\|10.02\|26.42\|28.55\|25.30\|747330;2026-04-23\|31.41\|10.02\|28.86\|31.41\|28.75\|1022903;2026-04-24\|30.56\|-2.71\|31.66\|33.13\|29.98\|1437541;2026-04-27\|30.36\|-0.65\|30.05\|30.64\|28.88\|994582;2026-04-28\|29.06\|-4.28\|29.31\|30.06\|27.76\|625217;2026-04-29\|29.47\|1.41\|29.00\|30.50\|28.00\|966676;2026-04-30\|28.26\|-4.11\|29.10\|29.38\|28.00\|695499;2026-05-06\|31.09\|10.01\|29.26\|31.09\|29.00\|264526;2026-05-07\|34.20\|10.00\|32.62\|34.20\|32.45\|440107;2026-05-08\|37.62\|10.00\|34.48\|37.62\|34.48\|962389;2026-05-11\|37.30\|-0.85\|39.20\|40.00\|35.50\|1300372;2026-05-12\|40.45\|8.45\|37.50\|41.03\|37.30\|1200177;2026-05-13\|39.43\|-2.52\|38.76\|41.24\|38.76\|1005572;2026-05-14\|37.80\|-4.13\|39.48\|39.83\|37.69\|604826;2026-05-15\|36.40\|-3.70\|37.80\|37.98\|36.00\|505105;2026-05-18\|38.60\|6.04\|36.39\|39.48\|36.30\|921704;2026-05-19\|38.71\|0.28\|37.30\|38.87\|35.89\|765659;2026-05-20\|42.58\|10.00\|38.48\|42.58\|37.98\|646994;2026-05-21\|40.27\|-5.43\|43.88\|44.50\|39.85\|1093574;2026-05-22\|40.53\|0.65\|40.30\|42.20\|39.60\|816082;2026-05-25\|37.95\|-6.37\|40.53\|40.53\|36.81\|862636;2026-05-26\|35.16\|-7.35\|37.95\|37.95\|34.27\|736546;2026-05-27\|35.80\|1.82\|35.27\|38.25\|33.72\|1001320;2026-05-28\|38.83\|8.46\|34.94\|39.37\|34.53\|975494;2026-05-29\|42.71\|9.99\|38.00\|42.71\|36.99\|1391338;2026-06-01\|38.44\|-10.00\|40.00\|40.58\|38.44\|761809;2026-06-02\|42.24\|9.89\|36.50\|42.28\|36.50\|1151069;2026-06-03\|43.75\|3.57\|43.93\|45.20\|41.29\|1079017;2026-06-04\|43.58\|-0.39\|42.52\|44.82\|42.01\|817241;2026-06-05\|41.71\|-4.29\|42.50\|46.44\|41.30\|935276;2026-06-08\|39.30\|-5.78\|38.97\|42.04\|38.50\|726997;2026-06-09\|41.25\|4.96\|40.38\|42.28\|39.10\|734101;2026-06-10\|39.90\|-3.27\|40.13\|40.62\|38.10\|563685;2026-06-11\|41.40\|3.76\|39.87\|41.50\|37.98\|717796;2026-06-12\|38.86\|-6.14\|41.00\|42.22\|38.74\|773698;2026-06-15\|42.75\|10.01\|39.50\|42.75\|39.40\|940144;2026-06-16\|47.03\|10.01\|43.98\|47.03\|43.88\|390269;2026-06-17\|51.73\|9.99\|48.00\|51.73\|48.00\|309981;2026-06-18\|51.77\|0.08\|51.00\|53.28\|49.86\|887730;2026-06-22\|55.11\|6.45\|52.81\|55.51\|50.21\|865406;2026-06-23\|52.81\|-4.17\|53.50\|55.70\|52.00\|597061;2026-06-24\|54.48\|3.16\|51.20\|55.38\|51.20\|715817;2026-06-25\|57.19\|4.97\|55.35\|57.21\|53.01\|777217;2026-06-26\|52.00\|-9.07\|56.97\|57.00\|51.47\|759012;2026-06-29\|49.29\|-5.21\|52.21\|52.98\|48.29\|671118;2026-06-30\|49.88\|1.20\|50.40\|50.90\|48.65\|475985;2026-07-01\|49.84\|-0.08\|49.50\|51.38\|47.75\|636421;2026-07-02\|47.59\|-4.51\|47.00\|50.88\|45.01\|614102;2026-07-03\|49.00\|2.96\|47.59\|50.86\|46.60\|549860;2026-07-06\|44.10\|-10.00\|51.00\|51.99\|44.10\|972618;2026-07-07\|39.69\|-10.00\|40.48\|42.00\|39.69\|575757;2026-07-08\|36.50\|-8.04\|39.00\|39.69\|36.50\|849677;2026-07-09\|36.61\|0.30\|37.60\|37.60\|34.30\|894564;2026-07-10\|35.21\|-3.82\|36.30\|39.07\|35.20\|802251
115050	MPO、FAU、CPO等行业新技术受关注	光通信芯片+火腿龙头+休闲食品+分红实施行业原因： 1、中信建投指出，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。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2025年10月28日公告，公司全资子公司福建金字半导体以1亿元增资中晟微电子，持股9.0909%，标的公司专注400G/800G/1.6T高速光模块核心电芯片TIA/Driver研发设计，产品用于AI、云计算及数据中心。 2、据2026年4月28日年报，公司是中国火腿行业龙头，主营中式火腿、欧式发酵火腿及香肠腊肉等特色肉制品；2026年计划完成新工厂搬迁，重点开发休闲肉制品、即食产品及跨界融合创新产品，推动向综合性肉制品企业转型。 3、据2026年5月8日投资者关系活动记录表，公司新的智能化工厂将投入使用，以提高产能上限及生产效率，并将在巩固线下商超、连锁餐饮合作的同时，通过电商及社交媒体拓展线上渠道。 4、据2026年5月26日及6月2日公告，公司2025年年度权益分派已于2026年6月2日除权除息，向全体股东每10股派0.1元。	全资子公司拟不超过3亿元取得中晟微电子不超过20%股权，后者专注于高速光模块核心电芯片的研发设计	2026-03-03\|5.67\|-4.06\|5.92\|5.94\|5.65\|259585;2026-03-04\|5.70\|0.53\|5.61\|5.75\|5.55\|191194;2026-03-05\|5.77\|1.23\|5.75\|5.86\|5.72\|170929;2026-03-06\|5.79\|0.35\|5.74\|5.83\|5.70\|153464;2026-03-09\|5.85\|1.04\|5.74\|5.90\|5.63\|326500;2026-03-10\|6.10\|4.27\|5.82\|6.19\|5.82\|542182;2026-03-11\|6.35\|4.10\|6.09\|6.47\|6.02\|864188;2026-03-12\|6.34\|-0.16\|6.39\|6.43\|6.19\|414833;2026-03-13\|6.21\|-2.05\|6.30\|6.39\|6.20\|268090;2026-03-16\|6.08\|-2.09\|6.21\|6.22\|6.01\|277721;2026-03-17\|5.89\|-3.12\|6.08\|6.10\|5.86\|280156;2026-03-18\|5.93\|0.68\|5.91\|5.96\|5.85\|166556;2026-03-19\|5.91\|-0.34\|5.86\|6.00\|5.84\|228495;2026-03-20\|5.90\|-0.17\|5.95\|6.14\|5.90\|244399;2026-03-23\|5.68\|-3.73\|5.78\|5.90\|5.52\|330608;2026-03-24\|5.72\|0.70\|5.76\|5.80\|5.59\|153345;2026-03-25\|5.83\|1.92\|5.74\|5.97\|5.73\|182471;2026-03-26\|5.74\|-1.54\|5.81\|5.86\|5.60\|156240;2026-03-27\|5.79\|0.87\|5.65\|5.82\|5.65\|129054;2026-03-30\|5.65\|-2.42\|5.72\|5.76\|5.57\|202473;2026-03-31\|5.55\|-1.77\|5.67\|5.73\|5.55\|138373;2026-04-01\|5.65\|1.80\|5.63\|5.77\|5.60\|177534;2026-04-02\|5.53\|-2.12\|5.64\|5.71\|5.52\|184805;2026-04-03\|5.38\|-2.71\|5.55\|5.56\|5.37\|159243;2026-04-07\|5.59\|3.90\|5.37\|5.65\|5.37\|228608;2026-04-08\|5.74\|2.68\|5.69\|5.82\|5.68\|269553;2026-04-09\|5.61\|-2.26\|5.70\|5.74\|5.55\|225627;2026-04-10\|5.67\|1.07\|5.70\|5.74\|5.63\|160015;2026-04-13\|6.24\|10.05\|5.65\|6.24\|5.62\|1019481;2026-04-14\|6.03\|-3.37\|6.17\|6.24\|5.94\|1042261;2026-04-15\|5.90\|-2.16\|6.00\|6.02\|5.88\|484660;2026-04-16\|5.92\|0.34\|5.93\|6.05\|5.83\|473152;2026-04-17\|6.40\|8.11\|5.92\|6.50\|5.89\|1341864;2026-04-20\|6.39\|-0.16\|6.40\|6.45\|6.10\|945043;2026-04-21\|6.39\|0.00\|6.38\|6.42\|6.22\|528372;2026-04-22\|6.56\|2.66\|6.40\|6.78\|6.35\|984341;2026-04-23\|6.57\|0.15\|6.44\|6.85\|6.43\|984114;2026-04-24\|6.37\|-3.04\|6.57\|6.60\|6.31\|621821;2026-04-27\|6.21\|-2.51\|6.37\|6.79\|6.15\|601986;2026-04-28\|6.15\|-0.97\|6.15\|6.23\|6.04\|401112;2026-04-29\|6.32\|2.76\|6.08\|6.36\|5.96\|650324;2026-04-30\|6.52\|3.16\|6.25\|6.54\|6.07\|982732;2026-05-06\|7.10\|8.90\|6.49\|7.16\|6.48\|1468602;2026-05-07\|7.56\|6.48\|7.31\|7.70\|7.25\|1475887;2026-05-08\|7.46\|-1.32\|7.51\|7.63\|7.32\|921044;2026-05-11\|7.60\|1.88\|7.42\|7.80\|7.40\|948795;2026-05-12\|7.24\|-4.74\|7.60\|7.65\|7.16\|866515;2026-05-13\|7.15\|-1.24\|7.20\|7.28\|7.01\|658133;2026-05-14\|7.10\|-0.70\|7.20\|7.37\|7.04\|727933;2026-05-15\|6.80\|-4.23\|7.14\|7.20\|6.72\|787270;2026-05-18\|7.48\|10.00\|7.21\|7.48\|6.80\|1528760;2026-05-19\|7.70\|2.94\|7.61\|8.10\|7.61\|1764695;2026-05-20\|7.41\|-3.77\|7.71\|7.75\|7.37\|909322;2026-05-21\|6.85\|-7.56\|7.41\|7.47\|6.74\|1050818;2026-05-22\|6.93\|1.17\|6.87\|7.15\|6.85\|680754;2026-05-25\|7.00\|1.01\|6.89\|7.00\|6.64\|643361;2026-05-26\|6.68\|-4.57\|6.89\|7.00\|6.55\|602550;2026-05-27\|6.49\|-2.84\|6.67\|6.87\|6.29\|605284;2026-05-28\|6.39\|-1.54\|6.40\|6.50\|6.25\|532795;2026-05-29\|6.16\|-3.60\|6.47\|6.57\|6.08\|526041;2026-06-01\|6.24\|1.30\|6.10\|6.30\|5.98\|421101;2026-06-02\|6.85\|9.95\|6.22\|6.85\|6.04\|981812;2026-06-03\|6.96\|1.61\|6.84\|7.17\|6.70\|1211272;2026-06-04\|6.92\|-0.57\|6.94\|7.05\|6.75\|680438;2026-06-05\|6.68\|-3.47\|7.10\|7.10\|6.58\|733991;2026-06-08\|6.69\|0.15\|6.40\|6.90\|6.37\|669104;2026-06-09\|7.36\|10.01\|6.82\|7.36\|6.82\|843410;2026-06-10\|7.42\|0.82\|7.51\|7.84\|7.33\|1541618;2026-06-11\|7.53\|1.48\|7.43\|7.69\|7.34\|733656;2026-06-12\|7.53\|0.00\|7.73\|7.83\|7.29\|683797;2026-06-15\|8.28\|9.96\|8.09\|8.28\|7.57\|1245754;2026-06-16\|9.11\|10.02\|8.82\|9.11\|8.50\|669384;2026-06-17\|9.47\|3.95\|8.99\|9.84\|8.85\|2505059;2026-06-18\|9.63\|1.69\|9.01\|9.68\|9.01\|1243495;2026-06-22\|10.22\|6.13\|9.60\|10.50\|9.45\|1416462;2026-06-23\|10.34\|1.17\|10.16\|10.94\|10.00\|1065585;2026-06-24\|10.61\|2.61\|10.44\|10.70\|10.25\|818070;2026-06-25\|11.60\|9.33\|10.91\|11.67\|10.63\|1426995;2026-06-26\|10.98\|-5.34\|11.58\|11.65\|10.75\|1261674;2026-06-29\|10.04\|-8.56\|11.09\|11.17\|9.88\|1278068;2026-06-30\|10.01\|-0.30\|10.01\|10.51\|9.90\|1005310;2026-07-01\|10.32\|3.10\|10.03\|10.75\|10.03\|876984;2026-07-02\|9.90\|-4.07\|10.01\|10.62\|9.87\|871264;2026-07-03\|9.57\|-3.33\|9.80\|9.93\|9.45\|612492;2026-07-06\|9.14\|-4.49\|9.60\|9.71\|8.81\|755882;2026-07-07\|9.03\|-1.20\|9.05\|9.34\|8.93\|459893;2026-07-08\|8.75\|-3.10\|9.03\|9.08\|8.61\|466817;2026-07-09\|8.83\|0.91\|8.89\|8.95\|8.47\|634332;2026-07-10\|8.39\|-4.98\|8.92\|9.20\|8.39\|638542
115049	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：公司大功率射频电子管在光刻机、可控核聚变领域批量供货，氮化铝超高热导基板已用于激光热沉及车规IGBT，2025年营收16.35亿元、归母净利1.62亿元同比增57.67%；涨停缘由：可控核聚变装置兆瓦级电子管订单有序交付；国产光刻机客户验证通过并批量供货；230W/m·k氮化铝基板实现AI服务器与车规IGBT高端应用；资金逻辑：资金聚焦硬科技国产替代主线，叠加年报高增长与近一年9次涨停的强势股属性，机构调研密集催化短期做多情绪；风险提示：电子管及陶瓷基板业务占比仍待提升，下游设备厂商验证周期长，业绩兑现存在节奏性波动风险	1、氮化铝陶瓷以其导热性以及绝缘性等优势逐渐成为AI硬件的刚需材料，公司作为国内陶瓷上游高端氮化铝产能第一，已切入头部光模块和HBM客户； 2、公司人形机器人控制器已送样客户，AI智算产品在数据中心等场景实现批量应用	2026-03-03\|17.76\|-8.41\|19.55\|19.66\|17.70\|462066;2026-03-04\|17.71\|-0.28\|17.99\|18.35\|17.63\|291563;2026-03-05\|17.90\|1.07\|18.15\|18.25\|17.65\|276842;2026-03-06\|17.41\|-2.74\|17.72\|18.09\|17.26\|323192;2026-03-09\|17.20\|-1.21\|17.05\|17.34\|16.55\|287157;2026-03-10\|17.85\|3.78\|17.39\|17.87\|17.26\|235797;2026-03-11\|17.55\|-1.68\|17.77\|18.29\|17.50\|207284;2026-03-12\|16.38\|-6.67\|17.46\|17.49\|16.18\|455277;2026-03-13\|16.00\|-2.32\|16.38\|16.49\|15.95\|224375;2026-03-16\|16.03\|0.19\|16.01\|16.30\|15.74\|228199;2026-03-17\|15.48\|-3.43\|16.09\|16.18\|15.45\|224357;2026-03-18\|15.79\|2.00\|15.68\|15.80\|15.47\|161309;2026-03-19\|15.39\|-2.53\|15.50\|15.68\|15.33\|164039;2026-03-20\|14.76\|-4.09\|15.51\|15.51\|14.75\|233118;2026-03-23\|13.78\|-6.64\|14.40\|14.51\|13.62\|260199;2026-03-24\|14.19\|2.98\|14.01\|14.21\|13.71\|182539;2026-03-25\|14.25\|0.42\|14.36\|14.59\|14.19\|195155;2026-03-26\|13.94\|-2.18\|14.23\|14.36\|13.87\|153364;2026-03-27\|13.98\|0.29\|13.75\|14.13\|13.60\|152012;2026-03-30\|14.40\|3.00\|13.80\|14.46\|13.67\|208397;2026-03-31\|14.18\|-1.53\|14.41\|14.67\|14.15\|181044;2026-04-01\|14.33\|1.06\|14.44\|14.50\|14.19\|167823;2026-04-02\|13.98\|-2.44\|14.23\|14.46\|13.83\|165800;2026-04-03\|13.87\|-0.79\|14.03\|14.10\|13.80\|115249;2026-04-07\|13.89\|0.14\|13.97\|14.15\|13.81\|119257;2026-04-08\|14.71\|5.90\|14.15\|14.73\|14.15\|250201;2026-04-09\|14.83\|0.82\|14.53\|15.02\|14.47\|236436;2026-04-10\|15.02\|1.28\|14.94\|15.49\|14.85\|285306;2026-04-13\|15.64\|4.13\|14.86\|15.77\|14.83\|310908;2026-04-14\|15.63\|-0.06\|15.73\|15.78\|15.10\|437508;2026-04-15\|15.16\|-3.01\|15.60\|15.70\|15.11\|247776;2026-04-16\|15.42\|1.72\|15.19\|15.79\|15.08\|255572;2026-04-17\|15.60\|1.17\|15.35\|15.70\|15.29\|201834;2026-04-20\|16.56\|6.15\|15.86\|16.64\|15.58\|422283;2026-04-21\|16.21\|-2.11\|16.36\|16.45\|15.97\|234710;2026-04-22\|16.43\|1.36\|16.20\|16.54\|15.95\|248678;2026-04-23\|17.10\|4.08\|16.44\|17.38\|16.34\|560675;2026-04-24\|16.83\|-1.58\|17.20\|17.36\|16.65\|322109;2026-04-27\|17.96\|6.71\|16.83\|18.48\|16.80\|555389;2026-04-28\|17.70\|-1.45\|17.88\|18.11\|17.56\|303473;2026-04-29\|17.70\|0.00\|17.60\|18.10\|17.40\|299125;2026-04-30\|17.23\|-2.66\|17.59\|17.76\|17.10\|339463;2026-05-06\|17.77\|3.13\|17.22\|18.11\|17.22\|406984;2026-05-07\|17.89\|0.68\|17.96\|18.05\|17.44\|350499;2026-05-08\|18.17\|1.57\|17.78\|18.25\|17.54\|324979;2026-05-11\|18.70\|2.92\|18.41\|18.88\|17.95\|467754;2026-05-12\|19.58\|4.71\|19.50\|19.92\|18.69\|856104;2026-05-13\|19.58\|0.00\|19.42\|20.43\|19.17\|748143;2026-05-14\|21.10\|7.76\|19.90\|21.54\|19.77\|1168794;2026-05-15\|21.09\|-0.05\|21.52\|21.98\|20.83\|875818;2026-05-18\|21.12\|0.14\|21.20\|22.08\|20.89\|595447;2026-05-19\|23.23\|9.99\|21.11\|23.23\|21.08\|684843;2026-05-20\|23.91\|2.93\|23.69\|24.57\|23.32\|746875;2026-05-21\|21.69\|-9.28\|23.85\|24.38\|21.59\|750560;2026-05-22\|23.53\|8.48\|22.15\|23.70\|21.78\|635702;2026-05-25\|23.69\|0.68\|23.70\|24.21\|23.20\|540813;2026-05-26\|22.51\|-4.98\|23.44\|23.69\|21.99\|573540;2026-05-27\|24.76\|10.00\|22.26\|24.76\|22.19\|782787;2026-05-28\|23.88\|-3.55\|24.00\|24.70\|22.80\|986423;2026-05-29\|22.22\|-6.68\|23.77\|24.38\|22.00\|658732;2026-06-01\|22.39\|0.77\|22.23\|23.95\|21.50\|639390;2026-06-02\|23.22\|3.71\|22.48\|24.03\|22.12\|679224;2026-06-03\|24.04\|3.53\|23.17\|24.23\|22.78\|685890;2026-06-04\|26.44\|9.98\|23.45\|26.44\|23.40\|506556;2026-06-05\|26.30\|-0.53\|25.71\|27.40\|25.50\|888752;2026-06-08\|24.55\|-6.65\|25.00\|26.15\|23.76\|682987;2026-06-09\|26.09\|6.27\|25.00\|26.12\|24.40\|687885;2026-06-10\|27.22\|4.33\|25.28\|27.56\|24.39\|807221;2026-06-11\|29.94\|9.99\|26.94\|29.94\|26.68\|1041328;2026-06-12\|28.69\|-4.17\|31.00\|32.27\|28.50\|1142802;2026-06-15\|31.56\|10.00\|30.00\|31.56\|30.00\|239746;2026-06-16\|34.72\|10.01\|34.72\|34.72\|34.72\|41272;2026-06-17\|38.19\|9.99\|38.19\|38.19\|37.38\|291707;2026-06-18\|42.01\|10.00\|41.50\|42.01\|40.55\|326512;2026-06-22\|46.21\|10.00\|46.21\|46.21\|46.21\|69968;2026-06-23\|48.80\|5.60\|48.74\|50.00\|45.82\|1557989;2026-06-24\|52.90\|8.40\|48.87\|53.68\|48.87\|1004819;2026-06-25\|48.75\|-7.84\|51.60\|51.95\|47.61\|866599;2026-06-26\|47.98\|-1.58\|47.81\|48.66\|45.58\|580719;2026-06-29\|43.18\|-10.00\|48.50\|48.50\|43.18\|429590;2026-06-30\|45.60\|5.60\|42.64\|45.66\|38.87\|729337;2026-07-01\|42.80\|-6.14\|44.00\|45.34\|42.16\|443396;2026-07-02\|42.30\|-1.17\|41.00\|44.73\|38.90\|432356;2026-07-03\|44.53\|5.27\|42.30\|46.44\|42.26\|411625;2026-07-06\|45.20\|1.50\|45.46\|47.90\|43.98\|531111;2026-07-07\|40.68\|-10.00\|45.55\|46.00\|40.68\|456970;2026-07-08\|37.16\|-8.65\|40.01\|41.30\|36.61\|534550;2026-07-09\|40.88\|10.01\|37.43\|40.88\|37.42\|259136;2026-07-10\|42.20\|3.23\|43.96\|44.97\|42.11\|702410
115048	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	光通信+钽电容+商业航天+一季报增长行业原因：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6月12日互动易，公司控股子公司宏达恒芯生产的单层瓷介电容、陶瓷薄膜电路可应用于光通讯领域的光接收发射模块及光电转换模块中，已与光通信领域多家企业建立业务合作；2025年宏达恒芯民品端收入同比增95.22%。 2、据2026年4月29日投资者关系活动记录表，在商业航天领域，公司宇航级钽电容已通过LMS、CAST、SAST等体系认证，将为卫星平台及有效载荷提供高可靠阻容感元器件。 3、据2026年4月24日公告，公司2026年一季度实现营收3.67亿元，同比增长11.68%；归母净利润9393.87万元，同比增长70.77%。	国内高可靠钽电容器领域龙头企业，产品广泛应用于航空等领域	2026-03-03\|48.66\|-7.67\|52.51\|52.88\|48.50\|148967;2026-03-04\|49.79\|2.32\|48.06\|50.96\|48.06\|94123;2026-03-05\|50.88\|2.19\|51.80\|53.10\|50.21\|99177;2026-03-06\|50.16\|-1.42\|50.71\|51.36\|49.82\|63782;2026-03-09\|48.44\|-3.43\|48.96\|49.33\|46.45\|102394;2026-03-10\|50.25\|3.74\|49.38\|50.44\|49.38\|71680;2026-03-11\|50.70\|0.90\|50.30\|51.68\|50.18\|68251;2026-03-12\|49.65\|-2.07\|50.68\|51.20\|48.96\|61496;2026-03-13\|47.42\|-4.49\|49.48\|49.50\|47.40\|70564;2026-03-16\|47.72\|0.63\|47.42\|47.75\|46.35\|51049;2026-03-17\|46.10\|-3.39\|48.03\|48.29\|45.93\|57266;2026-03-18\|46.56\|1.00\|46.39\|46.88\|45.73\|39322;2026-03-19\|44.97\|-3.41\|45.65\|45.95\|44.79\|51244;2026-03-20\|44.52\|-1.00\|45.24\|46.19\|44.35\|68968;2026-03-23\|41.90\|-5.88\|43.70\|44.00\|41.55\|66384;2026-03-24\|43.05\|2.74\|42.68\|43.07\|41.72\|62857;2026-03-25\|43.20\|0.35\|43.45\|43.98\|43.02\|57256;2026-03-26\|42.27\|-2.15\|43.22\|43.23\|41.95\|42587;2026-03-27\|42.22\|-0.12\|41.69\|42.70\|41.50\|34867;2026-03-30\|42.39\|0.40\|41.76\|42.56\|41.44\|35646;2026-03-31\|41.65\|-1.75\|42.30\|43.08\|41.49\|44384;2026-04-01\|42.45\|1.92\|42.51\|42.77\|42.02\|37616;2026-04-02\|41.15\|-3.06\|42.30\|42.46\|40.82\|37592;2026-04-03\|40.95\|-0.49\|41.37\|41.50\|40.72\|27265;2026-04-07\|41.10\|0.37\|41.03\|41.63\|40.73\|23835;2026-04-08\|43.40\|5.60\|42.07\|43.47\|42.07\|57504;2026-04-09\|42.63\|-1.77\|43.00\|43.18\|42.56\|45788;2026-04-10\|43.22\|1.38\|42.99\|43.67\|42.41\|51648;2026-04-13\|43.48\|0.60\|42.92\|43.75\|42.78\|45017;2026-04-14\|44.42\|2.16\|43.66\|44.48\|43.66\|49449;2026-04-15\|44.01\|-0.92\|44.99\|45.14\|43.88\|54610;2026-04-16\|44.22\|0.48\|44.02\|44.39\|43.80\|39432;2026-04-17\|45.68\|3.30\|44.12\|46.00\|43.98\|72962;2026-04-20\|45.94\|0.57\|45.53\|46.74\|45.39\|62427;2026-04-21\|45.94\|0.00\|45.85\|46.38\|45.58\|45597;2026-04-22\|48.31\|5.16\|45.71\|48.40\|45.51\|102116;2026-04-23\|47.42\|-1.84\|48.10\|48.40\|46.89\|94107;2026-04-24\|48.51\|2.30\|48.30\|49.61\|47.97\|120045;2026-04-27\|48.36\|-0.31\|48.20\|49.28\|48.11\|85148;2026-04-28\|49.41\|2.17\|48.36\|50.13\|47.52\|108873;2026-04-29\|49.24\|-0.34\|49.45\|49.67\|47.92\|91429;2026-04-30\|49.16\|-0.16\|48.98\|50.50\|48.78\|91921;2026-05-06\|50.30\|2.32\|49.83\|51.25\|49.83\|127109;2026-05-07\|51.71\|2.80\|50.45\|51.78\|49.91\|108285;2026-05-08\|51.55\|-0.31\|51.00\|51.89\|50.35\|95559;2026-05-11\|55.21\|7.10\|52.38\|59.50\|52.38\|268729;2026-05-12\|55.46\|0.45\|55.40\|56.50\|54.10\|148433;2026-05-13\|58.08\|4.72\|55.00\|58.75\|54.56\|175066;2026-05-14\|58.81\|1.26\|58.20\|60.80\|57.20\|193427;2026-05-15\|55.03\|-6.43\|59.16\|59.50\|54.56\|186741;2026-05-18\|56.65\|2.94\|55.01\|58.18\|54.08\|136024;2026-05-19\|60.53\|6.85\|56.03\|61.97\|55.59\|194228;2026-05-20\|58.53\|-3.30\|59.71\|61.13\|58.00\|147924;2026-05-21\|56.90\|-2.78\|58.90\|60.92\|56.75\|168831;2026-05-22\|63.23\|11.12\|57.20\|63.49\|57.20\|246112;2026-05-25\|64.42\|1.88\|68.03\|69.61\|64.10\|278147;2026-05-26\|61.37\|-4.73\|63.27\|64.42\|60.33\|182404;2026-05-27\|60.20\|-1.91\|61.85\|64.66\|60.01\|182082;2026-05-28\|64.25\|6.73\|59.95\|64.45\|59.95\|236666;2026-05-29\|62.02\|-3.47\|64.75\|67.53\|61.45\|220785;2026-06-01\|60.16\|-3.00\|60.93\|64.00\|60.00\|180332;2026-06-02\|65.23\|8.43\|60.20\|66.30\|59.08\|265990;2026-06-03\|66.60\|2.10\|65.12\|67.46\|64.36\|275666;2026-06-04\|79.92\|20.00\|67.99\|79.92\|67.03\|268865;2026-06-05\|75.01\|-6.14\|79.98\|80.00\|73.67\|358823;2026-06-08\|68.09\|-9.23\|70.49\|72.35\|66.90\|259963;2026-06-09\|70.69\|3.82\|68.80\|72.36\|65.55\|315854;2026-06-10\|65.61\|-7.19\|67.90\|70.10\|64.80\|228594;2026-06-11\|65.40\|-0.32\|65.14\|67.83\|63.55\|201851;2026-06-12\|60.34\|-6.30\|67.18\|67.99\|60.10\|260189;2026-06-15\|72.41\|20.00\|63.51\|72.41\|63.51\|257119;2026-06-16\|80.96\|11.81\|79.02\|86.66\|78.55\|477739;2026-06-17\|85.13\|5.15\|80.15\|86.60\|80.15\|361977;2026-06-18\|85.41\|0.33\|83.00\|89.20\|83.00\|322665;2026-06-22\|86.38\|1.14\|86.26\|87.80\|83.05\|291521;2026-06-23\|81.48\|-5.67\|84.45\|84.96\|80.00\|202375;2026-06-24\|88.25\|8.31\|81.47\|89.28\|81.02\|272838;2026-06-25\|91.30\|3.46\|87.11\|93.36\|84.90\|280209;2026-06-26\|89.70\|-1.75\|91.97\|94.80\|86.08\|258514;2026-06-29\|84.47\|-5.83\|90.47\|92.67\|82.22\|248750;2026-06-30\|84.57\|0.12\|83.73\|85.85\|80.69\|193532;2026-07-01\|87.40\|3.35\|87.00\|93.19\|84.80\|247378;2026-07-02\|82.02\|-6.16\|83.00\|86.57\|81.04\|175208;2026-07-03\|77.87\|-5.06\|81.01\|82.00\|76.50\|154243;2026-07-06\|73.60\|-5.48\|79.19\|79.95\|72.28\|148895;2026-07-07\|70.66\|-3.99\|73.60\|73.66\|70.33\|103528;2026-07-08\|67.02\|-5.15\|71.05\|72.05\|66.92\|105325;2026-07-09\|70.08\|4.57\|68.48\|70.22\|65.50\|131074;2026-07-10\|67.45\|-3.75\|71.81\|73.97\|67.28\|173377
115047	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	AI服务器电源+超级电容+浙江国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月26日投资者关系管理信息，公司产品在服务器电源上的应用已全面铺开，较大规模应用并取得良好评价，2026年将是公司在该领域规模发展的元年，已取得批量订单；据2026年4月29日投资者关系管理信息，超级电容已深度受益于服务器UPS、数据中心供电升级趋势，2026年已取得千万级营收。 2、公司是国内少数同时布局铝电解电容、薄膜电容、超级电容三大产品线并实现上游材料一体化的平台型企业，2025年超级电容营业收入3.52亿元，同比增长52.51%。 3、据2025年年度报告，公司最终控制人为浙江省人民政府国有资产监督管理委员会，属于国有企业。 4、据国泰海通证券2026年6月21日研报，首次覆盖给予“增持”评级，认为公司受益于AI电源升级，电容进入量价齐升爆发周期，预计2026-2028年归母净利润分别为11.00/19.06/29.13亿元。	国内唯一、全球少数几家在铝电解电容器、薄膜电容器、超级电容器三大类电容器同时研产销的公司，而且是品种最齐全、产业链最完整的企业	2026-03-03\|32.52\|-6.79\|34.79\|34.90\|32.45\|361442;2026-03-04\|32.66\|0.43\|32.31\|33.78\|32.31\|227331;2026-03-05\|32.25\|-1.26\|33.30\|33.56\|31.82\|266735;2026-03-06\|31.90\|-1.09\|32.21\|32.88\|31.78\|175302;2026-03-09\|31.19\|-2.23\|31.00\|31.56\|29.11\|335520;2026-03-10\|32.07\|2.82\|31.90\|32.45\|31.59\|177208;2026-03-11\|31.41\|-2.06\|32.07\|32.78\|31.27\|277285;2026-03-12\|30.65\|-2.42\|31.36\|31.61\|30.00\|204375;2026-03-13\|30.58\|-0.23\|30.49\|31.35\|30.20\|179884;2026-03-16\|31.40\|2.68\|31.00\|31.97\|29.96\|300400;2026-03-17\|29.00\|-7.64\|31.40\|31.56\|28.94\|374211;2026-03-18\|29.86\|2.97\|29.36\|29.99\|28.85\|218170;2026-03-19\|28.60\|-4.22\|29.85\|29.85\|28.41\|198501;2026-03-20\|27.94\|-2.31\|28.89\|29.39\|27.94\|164809;2026-03-23\|26.38\|-5.58\|27.11\|27.53\|26.10\|205591;2026-03-24\|26.65\|1.02\|26.96\|27.10\|25.88\|180056;2026-03-25\|27.47\|3.08\|27.20\|27.76\|27.05\|214252;2026-03-26\|27.60\|0.47\|27.22\|27.83\|27.15\|163504;2026-03-27\|27.83\|0.83\|27.11\|28.22\|26.70\|172833;2026-03-30\|29.76\|6.93\|27.48\|30.38\|27.28\|411800;2026-03-31\|28.92\|-2.82\|29.65\|30.04\|28.81\|213251;2026-04-01\|29.40\|1.66\|29.49\|30.11\|29.15\|194419;2026-04-02\|28.35\|-3.57\|29.41\|29.70\|28.05\|168849;2026-04-03\|28.77\|1.48\|28.50\|29.12\|28.11\|217805;2026-04-07\|28.15\|-2.15\|28.78\|29.38\|28.01\|188038;2026-04-08\|30.97\|10.02\|29.20\|30.97\|29.00\|417630;2026-04-09\|30.89\|-0.26\|30.40\|31.60\|30.20\|304110;2026-04-10\|29.75\|-3.69\|30.48\|30.79\|29.56\|536868;2026-04-13\|30.65\|3.03\|29.46\|30.95\|29.16\|529178;2026-04-14\|33.39\|8.94\|31.30\|33.72\|31.18\|925682;2026-04-15\|33.99\|1.80\|33.56\|34.20\|32.09\|816336;2026-04-16\|33.84\|-0.44\|35.00\|35.80\|33.45\|580328;2026-04-17\|33.03\|-2.39\|34.02\|34.09\|32.75\|461186;2026-04-20\|34.76\|5.24\|33.32\|35.56\|32.91\|534133;2026-04-21\|35.68\|2.65\|34.51\|36.37\|34.07\|413323;2026-04-22\|34.88\|-2.24\|35.56\|36.00\|34.80\|382247;2026-04-23\|34.59\|-0.83\|35.16\|35.65\|34.10\|359948;2026-04-24\|34.22\|-1.07\|34.20\|36.23\|33.98\|439962;2026-04-27\|37.64\|9.99\|35.78\|37.64\|35.28\|470838;2026-04-28\|37.64\|0.00\|38.28\|38.57\|37.15\|699123;2026-04-29\|38.18\|1.43\|37.14\|38.50\|36.40\|496692;2026-04-30\|38.35\|0.45\|38.46\|38.99\|37.70\|501909;2026-05-06\|40.43\|5.42\|39.67\|41.67\|38.64\|583209;2026-05-07\|44.00\|8.83\|40.70\|44.47\|40.50\|504277;2026-05-08\|43.14\|-1.95\|43.80\|43.95\|42.38\|323451;2026-05-11\|46.13\|6.93\|43.95\|47.02\|43.50\|465389;2026-05-12\|44.35\|-3.86\|46.54\|46.54\|42.51\|620075;2026-05-13\|47.29\|6.63\|44.05\|48.52\|43.45\|459117;2026-05-14\|45.90\|-2.94\|48.10\|48.31\|44.98\|407965;2026-05-15\|48.66\|6.01\|46.50\|49.55\|45.40\|651058;2026-05-18\|53.35\|9.64\|51.31\|53.53\|48.83\|747482;2026-05-19\|58.69\|10.01\|52.39\|58.69\|51.60\|606968;2026-05-20\|58.60\|-0.15\|59.87\|59.99\|57.06\|580919;2026-05-21\|55.51\|-5.27\|58.46\|58.90\|55.00\|480568;2026-05-22\|60.50\|8.99\|58.00\|61.06\|56.33\|582264;2026-05-25\|61.91\|2.33\|63.00\|63.73\|58.96\|595515;2026-05-26\|61.45\|-0.74\|61.91\|63.00\|59.32\|395371;2026-05-27\|67.60\|10.01\|67.60\|67.60\|67.60\|140062;2026-05-28\|74.07\|9.99\|72.01\|74.07\|71.36\|222347;2026-05-29\|77.85\|5.10\|81.48\|81.48\|76.05\|1069307;2026-06-01\|79.15\|1.67\|77.85\|82.50\|75.10\|844612;2026-06-02\|83.46\|5.45\|77.28\|86.10\|76.30\|685074;2026-06-03\|87.59\|4.95\|84.42\|90.90\|81.00\|611987;2026-06-04\|96.35\|10.00\|89.00\|96.35\|89.00\|366399;2026-06-05\|90.00\|-6.59\|92.01\|95.00\|88.48\|830858;2026-06-08\|83.62\|-7.09\|88.39\|89.00\|83.22\|801229;2026-06-09\|91.98\|10.00\|84.73\|91.98\|80.00\|642122;2026-06-10\|87.60\|-4.76\|90.93\|92.80\|85.50\|549961;2026-06-11\|82.80\|-5.48\|87.41\|90.00\|81.30\|526312;2026-06-12\|81.25\|-1.87\|87.50\|87.79\|80.00\|546742;2026-06-15\|86.73\|6.74\|83.66\|88.11\|82.50\|465693;2026-06-16\|95.40\|10.00\|88.29\|95.40\|87.33\|495743;2026-06-17\|104.93\|9.99\|97.12\|104.94\|97.01\|613007;2026-06-18\|108.06\|2.98\|104.01\|111.11\|104.01\|509023;2026-06-22\|105.00\|-2.83\|108.44\|112.00\|100.18\|654251;2026-06-23\|94.50\|-10.00\|103.00\|103.00\|94.50\|566574;2026-06-24\|100.93\|6.80\|94.78\|102.85\|94.53\|565500;2026-06-25\|111.02\|10.00\|104.86\|111.02\|104.02\|213364;2026-06-26\|109.00\|-1.82\|113.01\|115.44\|107.66\|583437;2026-06-29\|106.00\|-2.75\|110.35\|114.50\|103.10\|533187;2026-06-30\|105.00\|-0.94\|104.59\|108.68\|101.00\|371366;2026-07-01\|106.66\|1.58\|106.50\|113.18\|104.00\|374813;2026-07-02\|98.66\|-7.50\|99.00\|102.97\|96.15\|443297;2026-07-03\|97.96\|-0.71\|98.51\|104.37\|95.88\|378618;2026-07-06\|96.41\|-1.58\|97.96\|105.00\|96.26\|422463;2026-07-07\|88.53\|-8.17\|95.75\|95.97\|87.52\|580266;2026-07-08\|83.68\|-5.48\|90.51\|91.60\|83.22\|403873;2026-07-09\|90.54\|8.20\|86.94\|90.63\|82.35\|447999;2026-07-10\|86.70\|-4.24\|93.00\|96.30\|85.80\|392791
115046	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	重大资产重组+锂电池行业原因： 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2026年6月12日公告，公司股东大会已审议通过重大资产重组相关议案，拟现金收购奥科宁克秦皇岛100%股权及昆山95%股权；据2026年5月27日公告回复，交易完成后将整合标的产能，并向其汽车领域客户推广动力电池箔等产品，协同覆盖新能源锂电等高增长赛道。 2、据2026年5月29日机构调研，公司一季度净利润同比增长57.58%；据2026年3月31日年报及机构调研，公司锂离子动力电池结构件用铝合金板带为国家制造业单项冠军，深度服务宁德时代、比亚迪等头部客户，业务覆盖固态电池、低空经济等新兴领域。	公司铝箔产品已应用于电解电容器，有生产铝电解电容器用电极光箔	2026-03-03\|45.45\|-4.36\|47.19\|47.70\|45.30\|27796;2026-03-04\|45.15\|-0.66\|44.00\|46.29\|44.00\|18934;2026-03-05\|46.70\|3.43\|45.80\|48.48\|45.70\|33901;2026-03-06\|45.82\|-1.88\|46.23\|46.69\|45.77\|16792;2026-03-09\|46.16\|0.74\|45.00\|46.99\|45.00\|30193;2026-03-10\|46.24\|0.17\|46.11\|46.99\|45.53\|25682;2026-03-11\|45.85\|-0.84\|46.28\|46.56\|45.28\|35101;2026-03-12\|47.24\|3.03\|45.58\|47.80\|45.41\|49907;2026-03-13\|46.00\|-2.62\|47.14\|47.14\|45.88\|25376;2026-03-16\|43.86\|-4.65\|45.84\|45.98\|43.70\|41149;2026-03-17\|42.97\|-2.03\|44.16\|44.70\|42.95\|26006;2026-03-18\|43.25\|0.65\|43.00\|43.38\|42.63\|21595;2026-03-19\|41.98\|-2.94\|43.00\|43.00\|41.66\|21360;2026-03-20\|41.26\|-1.72\|41.98\|42.39\|41.20\|16139;2026-03-23\|39.40\|-4.51\|40.90\|40.95\|39.09\|21145;2026-03-24\|40.74\|3.40\|40.00\|40.81\|39.67\|13653;2026-03-25\|41.47\|1.79\|41.27\|41.74\|40.76\|13937;2026-03-26\|41.90\|1.04\|42.18\|42.49\|41.38\|17296;2026-03-27\|44.29\|5.70\|41.74\|44.83\|41.60\|36010;2026-03-30\|47.00\|6.12\|43.19\|47.31\|42.89\|83881;2026-03-31\|44.65\|-5.00\|47.11\|47.37\|44.51\|43741;2026-04-01\|47.67\|6.76\|45.30\|48.98\|45.25\|74051;2026-04-02\|47.65\|-0.04\|47.29\|48.18\|46.50\|38404;2026-04-03\|46.52\|-2.37\|47.65\|47.65\|46.44\|22506;2026-04-07\|47.50\|2.11\|46.99\|48.04\|46.21\|30057;2026-04-08\|48.33\|1.75\|48.00\|48.36\|47.55\|37074;2026-04-09\|47.93\|-0.83\|47.91\|48.80\|47.60\|31526;2026-04-10\|47.92\|-0.02\|48.00\|48.35\|47.47\|23594;2026-04-13\|47.80\|-0.25\|47.41\|48.00\|47.14\|14633;2026-04-14\|47.69\|-0.23\|47.70\|48.15\|47.28\|20343;2026-04-15\|48.75\|2.22\|47.69\|49.26\|47.50\|35636;2026-04-16\|50.15\|2.87\|48.93\|51.33\|48.29\|63162;2026-04-17\|50.55\|0.80\|50.14\|50.95\|49.20\|38264;2026-04-20\|51.01\|0.91\|52.50\|52.85\|49.71\|79967;2026-04-21\|51.25\|0.47\|50.73\|52.40\|49.69\|48934;2026-04-22\|51.80\|1.07\|50.99\|52.88\|50.80\|43924;2026-04-23\|49.29\|-4.85\|51.51\|51.59\|49.26\|41897;2026-04-24\|49.78\|0.99\|48.85\|50.22\|48.41\|31416;2026-04-27\|50.91\|2.27\|49.51\|52.58\|49.51\|42689;2026-04-28\|50.35\|-1.10\|50.98\|51.60\|49.88\|26141;2026-04-29\|50.00\|-0.70\|50.29\|51.60\|49.48\|30339;2026-04-30\|52.00\|4.00\|50.98\|52.12\|50.80\|54267;2026-05-06\|53.20\|2.31\|51.85\|53.80\|51.60\|59828;2026-05-07\|52.43\|-1.45\|52.81\|53.50\|52.11\|40570;2026-05-08\|51.30\|-2.16\|52.11\|52.38\|50.50\|35867;2026-05-11\|50.59\|-1.38\|50.84\|51.45\|50.31\|35934;2026-05-12\|48.40\|-4.33\|50.80\|51.55\|48.25\|46144;2026-05-13\|48.42\|0.04\|48.65\|48.80\|48.01\|42162;2026-05-14\|48.88\|0.95\|48.65\|49.59\|47.81\|35757;2026-05-15\|47.58\|-2.66\|48.80\|49.09\|47.56\|30356;2026-05-18\|46.68\|-1.89\|47.33\|47.57\|45.90\|30299;2026-05-19\|49.24\|5.48\|46.56\|49.80\|46.25\|40623;2026-05-20\|47.87\|-2.78\|48.69\|49.19\|47.50\|25890;2026-05-21\|46.55\|-2.76\|48.00\|48.57\|46.41\|31141;2026-05-22\|48.38\|3.93\|46.50\|48.72\|46.13\|35472;2026-05-25\|49.38\|2.07\|48.71\|50.88\|48.00\|41664;2026-05-26\|48.40\|-1.98\|49.20\|49.38\|47.58\|32217;2026-05-27\|47.24\|-2.40\|48.63\|49.20\|47.00\|40090;2026-05-28\|47.01\|-0.49\|46.30\|47.50\|45.74\|27450;2026-05-29\|45.95\|-2.25\|47.01\|47.70\|45.65\|26658;2026-06-01\|47.12\|2.55\|46.00\|47.40\|45.82\|21100;2026-06-02\|47.42\|0.64\|47.50\|47.60\|46.00\|19075;2026-06-03\|46.24\|-2.49\|47.30\|47.39\|45.76\|21265;2026-06-04\|44.62\|-3.50\|46.00\|46.04\|44.15\|25337;2026-06-05\|44.81\|0.43\|44.35\|45.75\|43.45\|18234;2026-06-08\|42.86\|-4.35\|44.19\|44.19\|42.41\|21326;2026-06-09\|42.88\|0.05\|43.08\|43.82\|42.22\|17003;2026-06-10\|43.06\|0.42\|42.41\|43.34\|41.80\|16043;2026-06-11\|45.01\|4.53\|42.50\|45.31\|42.33\|35457;2026-06-12\|45.30\|0.64\|45.50\|45.59\|44.40\|21974;2026-06-15\|45.60\|0.66\|46.00\|46.20\|45.04\|23791;2026-06-16\|50.16\|10.00\|45.04\|50.16\|44.94\|83397;2026-06-17\|54.40\|9.43\|50.89\|54.68\|49.12\|182221;2026-06-18\|48.96\|-10.00\|53.38\|54.00\|48.96\|103667;2026-06-22\|47.70\|-2.57\|48.81\|49.95\|46.35\|82240;2026-06-23\|46.38\|-2.77\|48.90\|49.88\|45.69\|71993;2026-06-24\|45.49\|-1.92\|45.90\|46.37\|44.54\|51489;2026-06-25\|45.06\|-0.95\|45.01\|45.78\|44.60\|39407;2026-06-26\|42.79\|-5.04\|45.00\|45.00\|42.31\|48844;2026-06-29\|42.60\|-0.44\|42.53\|45.22\|41.60\|41820;2026-06-30\|44.45\|4.34\|42.59\|45.23\|42.11\|53672;2026-07-01\|44.86\|0.92\|44.45\|45.64\|44.14\|37811;2026-07-02\|45.60\|1.65\|44.51\|47.68\|43.88\|47351;2026-07-03\|46.05\|0.99\|45.49\|46.96\|45.39\|28083;2026-07-06\|45.60\|-0.98\|46.01\|46.66\|45.26\|30107;2026-07-07\|44.71\|-1.95\|45.00\|46.07\|44.49\|23944;2026-07-08\|43.46\|-2.80\|44.38\|44.93\|43.37\|19829;2026-07-09\|44.59\|2.60\|44.77\|45.94\|43.46\|27899;2026-07-10\|44.04\|-1.23\|44.43\|45.40\|44.00\|26583
115045	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	半导体材料+超级电容+风电出海+央企行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月6日互动易，公司半导体封装新材料聚焦高端聚酰亚胺材料，用于IGBT等功率半导体封装领域，已打通材料研制至器件验证全链条，实现国产化闭环；据2026年3月28日年报，公司正加速推进新材料在半导体等领域的工程化应用。 2、据2026年6月5日互动易，公司风电业务新增订单中海外订单比例已超15%，持续深化与Nordex战略合作，并积极对接Vestas等海外头部整机厂商拓展新订单；据2026年4月24日机构调研，近两个季度新签订单中海外比例逐步提高且毛利率更高。 3、公司涉及超级电容概念，据2023年半年报，公司在电容隔膜材料方面已进入5G、汽车电子、新能源等高端市场并获取小批量订单；公司最终控制人为国务院国有资产监督管理委员会。	1、公司是国内稀缺的超容隔膜核心供应商，为江海股份等核心客户的上游隔膜供应商，产品性能对标日本NKK； 2、公司半导体封装新材料聚焦高端聚酰亚胺材料，用于IGBT等功率半导体封装领域，已打通材料研制至器件验证全链条，实现国产化闭环	2026-03-03\|14.07\|-3.96\|14.65\|14.83\|14.04\|162972;2026-03-04\|13.83\|-1.71\|14.07\|14.27\|13.81\|108578;2026-03-05\|14.14\|2.24\|14.08\|14.30\|14.05\|96260;2026-03-06\|14.13\|-0.07\|14.13\|14.26\|13.98\|77708;2026-03-09\|13.77\|-2.55\|14.00\|14.00\|13.47\|139700;2026-03-10\|14.07\|2.18\|13.90\|14.14\|13.88\|90958;2026-03-11\|14.33\|1.85\|14.07\|14.37\|14.03\|127993;2026-03-12\|14.74\|2.86\|14.35\|14.80\|14.14\|266070;2026-03-13\|15.05\|2.10\|15.01\|15.50\|15.01\|395191;2026-03-16\|14.97\|-0.53\|14.97\|15.22\|14.80\|261131;2026-03-17\|14.48\|-3.27\|14.77\|15.10\|14.40\|217940;2026-03-18\|14.37\|-0.76\|14.35\|14.47\|13.97\|185069;2026-03-19\|14.00\|-2.57\|14.16\|14.37\|13.92\|131518;2026-03-20\|13.73\|-1.93\|13.98\|14.35\|13.72\|182224;2026-03-23\|12.87\|-6.26\|13.54\|13.68\|12.71\|195942;2026-03-24\|13.03\|1.24\|13.11\|13.19\|12.64\|142958;2026-03-25\|13.26\|1.77\|13.26\|13.40\|13.10\|117451;2026-03-26\|12.98\|-2.11\|13.26\|13.39\|12.93\|103988;2026-03-27\|12.91\|-0.54\|12.87\|13.08\|12.78\|114026;2026-03-30\|11.92\|-7.67\|12.57\|12.58\|11.62\|404129;2026-03-31\|11.65\|-2.27\|11.79\|12.02\|11.61\|274413;2026-04-01\|11.85\|1.72\|11.88\|11.98\|11.65\|188592;2026-04-02\|11.50\|-2.95\|11.80\|11.87\|11.41\|161828;2026-04-03\|11.35\|-1.30\|11.87\|11.87\|11.28\|200970;2026-04-07\|11.21\|-1.23\|11.31\|11.35\|11.18\|161998;2026-04-08\|11.77\|5.00\|11.42\|11.78\|11.42\|196309;2026-04-09\|11.48\|-2.46\|11.65\|11.66\|11.47\|125292;2026-04-10\|11.65\|1.48\|11.55\|11.88\|11.55\|146793;2026-04-13\|11.79\|1.20\|11.60\|11.92\|11.52\|147152;2026-04-14\|11.85\|0.51\|11.89\|11.93\|11.72\|115287;2026-04-15\|11.76\|-0.76\|11.90\|11.92\|11.72\|93608;2026-04-16\|11.84\|0.68\|11.78\|11.85\|11.69\|89600;2026-04-17\|11.98\|1.18\|11.84\|12.05\|11.80\|121021;2026-04-20\|11.93\|-0.42\|11.98\|11.99\|11.80\|90846;2026-04-21\|11.85\|-0.67\|11.93\|11.93\|11.71\|85473;2026-04-22\|11.95\|0.84\|11.81\|11.96\|11.78\|82745;2026-04-23\|11.95\|0.00\|12.19\|12.60\|11.87\|183222;2026-04-24\|11.92\|-0.25\|11.89\|12.04\|11.80\|101014;2026-04-27\|11.77\|-1.26\|11.83\|11.93\|11.76\|87718;2026-04-28\|11.65\|-1.02\|11.77\|11.78\|11.56\|81100;2026-04-29\|12.00\|3.00\|11.57\|12.03\|11.57\|119924;2026-04-30\|12.01\|0.08\|12.12\|12.35\|11.86\|160868;2026-05-06\|12.24\|1.92\|12.01\|12.27\|12.00\|135330;2026-05-07\|12.30\|0.49\|12.29\|12.48\|12.28\|109903;2026-05-08\|12.49\|1.54\|12.24\|12.55\|12.21\|117930;2026-05-11\|12.67\|1.44\|12.56\|12.74\|12.49\|163631;2026-05-12\|12.35\|-2.53\|12.63\|12.63\|12.30\|124216;2026-05-13\|12.51\|1.30\|12.30\|12.54\|12.28\|96540;2026-05-14\|12.52\|0.08\|12.52\|12.88\|12.52\|184104;2026-05-15\|12.30\|-1.76\|12.50\|12.58\|12.14\|129727;2026-05-18\|12.11\|-1.54\|12.30\|12.32\|12.03\|95270;2026-05-19\|12.23\|0.99\|12.08\|12.25\|11.96\|94781;2026-05-20\|12.30\|0.57\|12.13\|12.45\|11.88\|118930;2026-05-21\|12.00\|-2.44\|12.70\|13.00\|11.97\|298897;2026-05-22\|12.88\|7.33\|12.05\|13.09\|11.86\|386155;2026-05-25\|12.66\|-1.71\|12.90\|12.95\|12.56\|192388;2026-05-26\|12.68\|0.16\|12.56\|12.70\|12.48\|164582;2026-05-27\|12.20\|-3.79\|12.64\|12.79\|12.13\|216341;2026-05-28\|12.65\|3.69\|12.19\|12.79\|12.11\|228730;2026-05-29\|12.66\|0.08\|12.68\|13.26\|12.60\|307301;2026-06-01\|12.69\|0.24\|12.58\|12.85\|12.45\|175952;2026-06-02\|12.95\|2.05\|12.65\|12.99\|12.61\|208521;2026-06-03\|12.79\|-1.24\|12.94\|13.17\|12.63\|233287;2026-06-04\|13.79\|7.82\|12.65\|14.07\|12.41\|679123;2026-06-05\|14.14\|2.54\|14.40\|14.69\|13.52\|777062;2026-06-08\|14.30\|1.13\|13.57\|14.88\|13.46\|649609;2026-06-09\|15.73\|10.00\|14.04\|15.73\|14.04\|815058;2026-06-10\|15.56\|-1.08\|15.30\|16.31\|15.26\|778887;2026-06-11\|15.23\|-2.12\|15.50\|15.70\|15.00\|497701;2026-06-12\|15.67\|2.89\|15.68\|16.00\|15.10\|560383;2026-06-15\|15.90\|1.47\|15.95\|16.59\|15.67\|755575;2026-06-16\|17.49\|10.00\|16.00\|17.49\|15.81\|989818;2026-06-17\|17.08\|-2.34\|17.47\|17.57\|16.39\|888498;2026-06-18\|16.71\|-2.17\|16.77\|17.50\|16.43\|695960;2026-06-22\|16.58\|-0.78\|16.88\|17.16\|15.97\|647439;2026-06-23\|15.93\|-3.92\|16.41\|16.84\|15.61\|566045;2026-06-24\|15.38\|-3.45\|15.63\|15.85\|15.30\|522777;2026-06-25\|16.92\|10.01\|15.60\|16.92\|15.59\|821771;2026-06-26\|15.71\|-7.15\|17.71\|17.92\|15.71\|758808;2026-06-29\|16.00\|1.85\|15.62\|16.35\|15.31\|559298;2026-06-30\|16.55\|3.44\|15.66\|16.73\|15.46\|513704;2026-07-01\|16.59\|0.24\|16.71\|17.73\|16.24\|522135;2026-07-02\|17.44\|5.12\|16.16\|18.25\|15.68\|891180;2026-07-03\|16.45\|-5.68\|17.07\|17.29\|16.00\|584069;2026-07-06\|16.00\|-2.74\|16.40\|17.17\|15.95\|452769;2026-07-07\|15.57\|-2.69\|15.90\|16.29\|15.50\|406002;2026-07-08\|14.01\|-10.02\|15.50\|15.57\|14.01\|574382;2026-07-09\|13.39\|-4.43\|13.92\|14.15\|12.98\|528787;2026-07-10\|12.62\|-5.75\|13.34\|13.57\|12.61\|486061
115044	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	MLPC+AI服务器+铝电解电容+薄膜电容行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月22日投资者关系活动记录表，AI和数据中心是公司当前重点布局的战略方向，公司的焊针式、引线式铝电解电容器及叠层片式固态铝电解电容器MLPC均可应用于AI服务器领域，目前持续推动客户认证和导入工作，牛角电容已批量应用于数据中心。 2、据2026年4月30日年报及6月19日风险提示公告，公司核心主营业务为研发、生产和销售铝电解电容器、薄膜电容器等，是国内铝电解电容器龙头企业之一，具备从电极箔、电解液到成品的全产业链垂直整合能力。 3、据2026年4月30日年报及6月11日业绩说明会，公司已完成对艾华新动力电容苏州有限公司100%股权的收购，子公司金属化膜产线已投产，正将薄膜电容器打造为第二业务曲线，形成铝电解与薄膜电容双赛道协同。	国内铝电解电容器行业龙头；公司的产品是AI算力硬件供电与电能管理链条中的关键基础元件，可应用在AI基础设施的各个关键部位，如服务器电源及供电保障与能源系统等	2026-03-03\|19.06\|-0.37\|19.07\|20.08\|19.00\|161249;2026-03-04\|18.86\|-1.05\|18.66\|19.34\|18.66\|76194;2026-03-05\|18.88\|0.11\|19.15\|19.38\|18.73\|54265;2026-03-06\|18.84\|-0.21\|18.71\|19.02\|18.59\|47609;2026-03-09\|18.18\|-3.50\|18.51\|18.59\|17.52\|79381;2026-03-10\|18.84\|3.63\|18.29\|18.87\|18.29\|62537;2026-03-11\|18.84\|0.00\|18.84\|19.35\|18.80\|53423;2026-03-12\|18.28\|-2.97\|18.80\|18.88\|18.10\|49619;2026-03-13\|18.23\|-0.27\|18.11\|18.45\|17.99\|45112;2026-03-16\|18.48\|1.37\|18.24\|18.49\|17.72\|54469;2026-03-17\|17.44\|-5.63\|18.49\|18.58\|17.44\|64239;2026-03-18\|18.15\|4.07\|17.44\|18.18\|17.44\|52350;2026-03-19\|17.50\|-3.58\|17.86\|17.99\|17.45\|43628;2026-03-20\|17.07\|-2.46\|17.50\|17.81\|17.05\|48763;2026-03-23\|15.63\|-8.44\|16.69\|16.75\|15.50\|85956;2026-03-24\|16.36\|4.67\|15.99\|16.40\|15.69\|62757;2026-03-25\|16.65\|1.77\|16.59\|16.92\|16.58\|36208;2026-03-26\|17.07\|2.52\|16.65\|17.61\|16.48\|98051;2026-03-27\|16.68\|-2.28\|16.80\|16.96\|16.50\|62008;2026-03-30\|16.97\|1.74\|16.42\|17.30\|16.26\|55653;2026-03-31\|16.66\|-1.83\|16.86\|17.00\|16.56\|30434;2026-04-01\|17.24\|3.48\|16.97\|17.29\|16.92\|39486;2026-04-02\|16.95\|-1.68\|17.12\|17.40\|16.80\|34291;2026-04-03\|16.82\|-0.77\|16.88\|17.20\|16.69\|35997;2026-04-07\|17.61\|4.70\|16.88\|17.75\|16.88\|52294;2026-04-08\|19.20\|9.03\|17.89\|19.35\|17.64\|126547;2026-04-09\|18.88\|-1.67\|19.00\|19.26\|18.78\|73678;2026-04-10\|18.74\|-0.74\|19.02\|19.14\|18.65\|47817;2026-04-13\|18.90\|0.85\|18.72\|19.27\|18.62\|47613;2026-04-14\|19.93\|5.45\|18.96\|20.75\|18.96\|168092;2026-04-15\|19.56\|-1.86\|19.94\|20.31\|19.48\|89701;2026-04-16\|19.51\|-0.26\|19.55\|19.76\|19.36\|75187;2026-04-17\|19.50\|-0.05\|19.48\|19.71\|19.23\|64626;2026-04-20\|19.37\|-0.67\|19.49\|19.76\|19.28\|62397;2026-04-21\|19.41\|0.21\|19.30\|19.83\|18.98\|63643;2026-04-22\|19.91\|2.58\|19.40\|20.15\|19.26\|88613;2026-04-23\|19.46\|-2.26\|20.06\|20.06\|19.34\|63439;2026-04-24\|19.45\|-0.05\|19.36\|20.12\|19.34\|81953;2026-04-27\|20.14\|3.55\|19.31\|20.14\|19.31\|87198;2026-04-28\|19.78\|-1.79\|20.00\|20.52\|19.72\|122236;2026-04-29\|19.70\|-0.40\|19.76\|19.90\|19.30\|87142;2026-04-30\|19.86\|0.81\|19.65\|20.43\|19.50\|81776;2026-05-06\|20.28\|2.11\|20.08\|20.58\|20.05\|107967;2026-05-07\|21.23\|4.68\|20.31\|21.55\|20.31\|164935;2026-05-08\|21.05\|-0.85\|21.08\|21.40\|20.71\|104237;2026-05-11\|21.32\|1.28\|21.26\|21.39\|21.04\|102501;2026-05-12\|21.05\|-1.27\|21.40\|21.69\|20.98\|112057;2026-05-13\|20.94\|-0.52\|20.70\|21.25\|20.68\|109262;2026-05-14\|20.50\|-2.10\|21.01\|21.05\|20.50\|79984;2026-05-15\|20.00\|-2.44\|20.48\|20.78\|19.85\|83071;2026-05-18\|22.00\|10.00\|19.97\|22.00\|19.85\|187688;2026-05-19\|24.20\|10.00\|22.50\|24.20\|22.01\|270869;2026-05-20\|25.71\|6.24\|24.76\|26.32\|24.36\|444457;2026-05-21\|25.84\|0.51\|25.60\|27.25\|24.62\|401253;2026-05-22\|28.42\|9.98\|26.36\|28.42\|26.31\|159994;2026-05-25\|30.70\|8.02\|31.26\|31.26\|29.00\|469758;2026-05-26\|31.75\|3.42\|29.82\|33.10\|29.01\|467472;2026-05-27\|34.93\|10.02\|31.80\|34.93\|31.80\|399352;2026-05-28\|38.42\|9.99\|35.13\|38.42\|35.13\|433565;2026-05-29\|35.81\|-6.79\|37.10\|38.29\|35.01\|414301;2026-06-01\|32.23\|-10.00\|34.47\|35.59\|32.23\|276949;2026-06-02\|31.74\|-1.52\|30.49\|33.36\|30.31\|401677;2026-06-03\|31.14\|-1.89\|31.10\|32.12\|30.45\|336864;2026-06-04\|34.25\|9.99\|30.69\|34.25\|30.50\|306082;2026-06-05\|35.50\|3.65\|34.20\|37.29\|34.02\|412821;2026-06-08\|31.95\|-10.00\|33.23\|35.90\|31.95\|256268;2026-06-09\|33.08\|3.54\|32.38\|34.10\|31.28\|281068;2026-06-10\|31.22\|-5.62\|32.80\|33.80\|30.69\|229876;2026-06-11\|30.59\|-2.02\|30.50\|31.88\|29.50\|217896;2026-06-12\|28.76\|-5.98\|31.18\|31.37\|28.48\|224107;2026-06-15\|31.18\|8.41\|29.41\|31.64\|29.17\|226413;2026-06-16\|34.30\|10.01\|31.00\|34.30\|30.99\|200624;2026-06-17\|37.73\|10.00\|34.30\|37.73\|34.30\|148209;2026-06-18\|41.50\|9.99\|40.06\|41.50\|39.62\|53717;2026-06-22\|45.65\|10.00\|44.88\|45.65\|40.81\|328161;2026-06-23\|44.42\|-2.69\|47.69\|49.29\|43.72\|426206;2026-06-24\|48.86\|10.00\|43.00\|48.86\|43.00\|182085;2026-06-25\|53.75\|10.01\|53.01\|53.75\|51.96\|99320;2026-06-26\|56.00\|4.19\|53.84\|58.00\|53.84\|376125;2026-06-29\|54.00\|-3.57\|56.00\|56.68\|51.60\|279451;2026-06-30\|52.50\|-2.78\|53.38\|53.65\|49.86\|232096;2026-07-01\|50.85\|-3.14\|54.53\|55.98\|50.58\|202755;2026-07-02\|47.63\|-5.96\|45.59\|50.84\|45.59\|194089;2026-07-03\|48.03\|0.84\|46.44\|51.31\|46.18\|177477;2026-07-06\|44.17\|-8.04\|47.07\|48.82\|43.97\|173231;2026-07-07\|42.52\|-3.74\|44.83\|44.87\|41.94\|117308;2026-07-08\|39.88\|-6.21\|43.05\|43.26\|39.78\|108834;2026-07-09\|41.50\|4.06\|41.79\|43.87\|39.02\|245970;2026-07-10\|38.30\|-7.71\|42.10\|42.51\|38.19\|243728
115043	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	其它 1、据2025年年度报告，公司已完成多款核聚变项目用电容器设计与开发并已批量投产或推广使用，可应用于核聚变等领域；据2026年4月30日投资者关系活动记录表，子公司宁波新容已为可控核聚变领域提供储能电容和支撑电容产品，2026年将持续深化布局，主动抢抓国内外新项目机遇。 2、据2025年年度报告，公司主营业务涵盖塑料包装、薄膜电容、军工电子三大领域，薄膜电容可广泛应用于新能源汽车、光伏、可控核聚变等领域。 3、据2026年4月22日公告，公司2026年一季度归母净利润1008.30万元，同比增长19.80%。	1、控股子公司宁波新容生产的薄膜电容属于基础电子元器件，已为可控核聚变领域提供储能电容和支撑电容产品； 2、马斯克近期提出用电磁轨道炮在月批量发射AI卫星构建“太空超级数据中心”；公司下属子公司中电华瑞参与某具备世界前沿武器系统的分系统软硬件和核心器件的研制及生产任务，该项目涉及电磁发射领域	2026-03-03\|17.31\|-7.88\|18.62\|18.62\|17.31\|260546;2026-03-04\|17.14\|-0.98\|17.00\|17.49\|16.66\|132660;2026-03-05\|17.49\|2.04\|17.50\|17.96\|17.36\|177283;2026-03-06\|17.30\|-1.09\|17.40\|17.63\|17.14\|134812;2026-03-09\|17.18\|-0.69\|17.13\|17.30\|16.72\|154052;2026-03-10\|17.45\|1.57\|17.31\|17.48\|17.16\|123448;2026-03-11\|17.19\|-1.49\|17.48\|17.60\|17.16\|118597;2026-03-12\|17.26\|0.41\|17.08\|17.55\|16.67\|217508;2026-03-13\|17.09\|-0.98\|16.90\|17.45\|16.80\|166047;2026-03-16\|16.60\|-2.87\|16.96\|16.97\|16.42\|161588;2026-03-17\|16.10\|-3.01\|16.62\|16.77\|16.09\|107491;2026-03-18\|16.21\|0.68\|16.11\|16.21\|15.84\|99389;2026-03-19\|15.70\|-3.15\|16.00\|16.07\|15.61\|93066;2026-03-20\|15.18\|-3.31\|15.80\|15.94\|15.13\|94837;2026-03-23\|14.04\|-7.51\|14.24\|14.84\|13.91\|187009;2026-03-24\|14.54\|3.56\|14.29\|14.55\|14.05\|147313;2026-03-25\|14.71\|1.17\|14.53\|14.82\|14.46\|115554;2026-03-26\|14.39\|-2.18\|14.63\|14.85\|14.30\|97089;2026-03-27\|14.51\|0.83\|14.14\|14.60\|14.05\|77265;2026-03-30\|14.66\|1.03\|14.39\|14.69\|14.33\|80588;2026-03-31\|14.53\|-0.89\|14.61\|14.91\|14.49\|90171;2026-04-01\|14.70\|1.17\|14.80\|14.83\|14.50\|91431;2026-04-02\|14.39\|-2.11\|14.62\|14.78\|14.30\|78815;2026-04-03\|14.02\|-2.57\|14.39\|14.52\|14.02\|65803;2026-04-07\|14.38\|2.57\|14.01\|14.46\|13.91\|87408;2026-04-08\|14.99\|4.24\|14.60\|15.00\|14.60\|104333;2026-04-09\|14.74\|-1.67\|14.85\|14.93\|14.69\|77945;2026-04-10\|14.89\|1.02\|14.81\|15.09\|14.80\|74828;2026-04-13\|14.94\|0.34\|14.83\|14.95\|14.72\|57427;2026-04-14\|15.10\|1.07\|14.94\|15.10\|14.85\|83615;2026-04-15\|14.94\|-1.06\|15.19\|15.33\|14.90\|92045;2026-04-16\|15.13\|1.27\|14.93\|15.15\|14.83\|76975;2026-04-17\|15.26\|0.86\|15.15\|15.43\|14.96\|109039;2026-04-20\|15.64\|2.49\|15.19\|15.72\|15.15\|123820;2026-04-21\|15.51\|-0.83\|15.64\|15.70\|15.37\|92235;2026-04-22\|15.47\|-0.26\|15.50\|15.64\|15.41\|81249;2026-04-23\|15.05\|-2.71\|15.47\|15.52\|14.96\|101205;2026-04-24\|14.66\|-2.59\|15.06\|15.06\|14.59\|88091;2026-04-27\|14.86\|1.36\|14.54\|14.88\|14.37\|75658;2026-04-28\|14.28\|-3.90\|14.84\|14.84\|14.21\|105639;2026-04-29\|14.37\|0.63\|14.21\|14.52\|14.12\|60142;2026-04-30\|14.45\|0.56\|14.42\|14.50\|14.31\|62455;2026-05-06\|14.69\|1.66\|14.58\|14.80\|14.47\|91264;2026-05-07\|14.84\|1.02\|14.79\|14.85\|14.58\|83406;2026-05-08\|15.12\|1.89\|14.82\|15.31\|14.71\|147549;2026-05-11\|15.41\|1.92\|15.19\|15.48\|15.06\|147869;2026-05-12\|15.01\|-2.60\|15.48\|15.48\|14.90\|117814;2026-05-13\|14.97\|-0.27\|14.91\|15.20\|14.80\|95593;2026-05-14\|14.62\|-2.34\|14.98\|15.08\|14.60\|127727;2026-05-15\|14.39\|-1.57\|14.57\|14.80\|14.13\|129206;2026-05-18\|14.22\|-1.18\|14.37\|14.45\|14.11\|114131;2026-05-19\|14.14\|-0.56\|14.19\|14.36\|13.70\|156120;2026-05-20\|13.73\|-2.90\|14.05\|14.13\|13.62\|106826;2026-05-21\|13.09\|-4.66\|13.84\|13.95\|13.09\|142444;2026-05-22\|13.34\|1.91\|13.09\|13.45\|12.99\|113042;2026-05-25\|14.67\|9.97\|13.70\|14.67\|13.70\|130065;2026-05-26\|14.05\|-4.23\|14.67\|14.92\|13.82\|314784;2026-05-27\|14.98\|6.62\|14.04\|15.40\|13.92\|484865;2026-05-28\|15.43\|3.00\|14.91\|15.58\|14.75\|468050;2026-05-29\|14.80\|-4.08\|15.16\|15.39\|14.50\|332922;2026-06-01\|14.46\|-2.30\|14.50\|14.97\|14.41\|198697;2026-06-02\|14.71\|1.73\|14.40\|14.90\|13.92\|270237;2026-06-03\|16.18\|9.99\|14.52\|16.18\|14.25\|537616;2026-06-04\|17.12\|5.81\|16.37\|17.52\|16.20\|755953;2026-06-05\|18.03\|5.32\|16.69\|18.81\|16.65\|859606;2026-06-08\|18.59\|3.11\|17.10\|19.61\|17.10\|823412;2026-06-09\|18.03\|-3.01\|18.41\|19.18\|17.57\|660365;2026-06-10\|18.92\|4.94\|17.26\|19.79\|16.60\|902494;2026-06-11\|19.40\|2.54\|19.87\|20.42\|18.90\|904918;2026-06-12\|18.60\|-4.12\|18.91\|19.33\|17.56\|723646;2026-06-15\|19.49\|4.78\|18.60\|19.80\|18.37\|581080;2026-06-16\|21.44\|10.01\|21.25\|21.44\|21.25\|187256;2026-06-17\|20.58\|-4.01\|20.93\|21.33\|19.48\|733353;2026-06-18\|20.20\|-1.85\|20.42\|21.10\|18.70\|655256;2026-06-22\|19.64\|-2.77\|19.99\|20.06\|18.73\|517793;2026-06-23\|18.18\|-7.43\|19.53\|20.07\|18.10\|498848;2026-06-24\|17.28\|-4.95\|18.14\|18.32\|16.60\|518679;2026-06-25\|16.88\|-2.31\|17.03\|17.43\|16.50\|303453;2026-06-26\|16.60\|-1.66\|17.22\|17.64\|16.16\|365724;2026-06-29\|15.81\|-4.76\|16.73\|18.26\|15.62\|599174;2026-06-30\|16.23\|2.66\|15.70\|16.50\|15.06\|546194;2026-07-01\|17.02\|4.87\|16.00\|17.45\|15.98\|452971;2026-07-02\|15.32\|-9.99\|16.45\|16.45\|15.32\|396192;2026-07-03\|14.81\|-3.33\|15.07\|15.60\|14.81\|323677;2026-07-06\|14.01\|-5.40\|14.75\|14.97\|13.98\|271315;2026-07-07\|13.35\|-4.71\|13.90\|14.00\|13.30\|180653;2026-07-08\|12.60\|-5.62\|13.38\|13.39\|12.52\|216931;2026-07-09\|12.41\|-1.51\|12.67\|12.77\|11.97\|192884;2026-07-10\|12.59\|1.45\|12.41\|13.05\|12.34\|228926
115042	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	超级电容用材料+铝箔材+SiC控制器+实控人变更行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。公司原因： 1、据2026年4月14日公告，公司原实控人谭帼英向陈运协议转让股份已完成过户，陈运通过直接持股5.04%及表决权委托合计控制公司20.14%的表决权，成为公司控股股东及实际控制人。 2、据2026年4月29日年报，公司重卡多合一控制器已实现小批量生产，面向商用车的系列集成控制器产品中，轻卡多合一产品兼容800V SiC平台并已步入小批量生产阶段。据2026年5月15日机构调研，公司高功率密度SiC电机控制器已获得整车企业部分车型的定点。 3、据2025年6月27日公告，公司依托传统低压化成箔技术积累和新能源汽车产业链资源优势，开发了涂碳刻蚀铝箔材，超级电容用材料是公司重点发展的领域。	国内少数能向国际市场出口低压化成箔产品的企业之一；公司在超级电容用材料的研发方面有一定的技术储备	2026-03-03\|15.62\|-3.52\|16.36\|16.36\|15.56\|109843;2026-03-04\|15.80\|1.15\|15.61\|16.13\|15.57\|77487;2026-03-05\|15.81\|0.06\|16.11\|16.18\|15.71\|65599;2026-03-06\|15.96\|0.95\|15.81\|16.04\|15.63\|70696;2026-03-09\|15.44\|-3.26\|15.74\|15.77\|15.09\|118071;2026-03-10\|15.62\|1.17\|15.46\|15.77\|15.23\|78030;2026-03-11\|15.76\|0.90\|15.62\|15.78\|15.45\|70274;2026-03-12\|15.52\|-1.52\|15.72\|15.82\|15.39\|74187;2026-03-13\|15.35\|-1.10\|15.41\|15.80\|15.30\|58565;2026-03-16\|15.53\|1.17\|15.40\|15.55\|15.21\|59811;2026-03-17\|15.18\|-2.25\|15.64\|15.83\|15.15\|59019;2026-03-18\|15.34\|1.05\|15.27\|15.43\|15.11\|40526;2026-03-19\|14.65\|-4.50\|15.17\|15.22\|14.51\|85688;2026-03-20\|14.18\|-3.21\|14.72\|14.95\|14.11\|60609;2026-03-23\|12.96\|-8.60\|13.88\|13.93\|12.82\|122482;2026-03-24\|13.26\|2.31\|13.36\|13.42\|12.80\|91650;2026-03-25\|13.17\|-0.68\|13.30\|13.47\|13.10\|79720;2026-03-26\|12.91\|-1.97\|13.17\|13.28\|12.80\|67845;2026-03-27\|12.96\|0.39\|12.81\|13.20\|12.75\|60761;2026-03-30\|12.86\|-0.77\|12.80\|12.95\|12.63\|75956;2026-03-31\|12.40\|-3.58\|12.88\|12.93\|12.35\|87643;2026-04-01\|12.80\|3.23\|12.65\|12.80\|12.50\|70521;2026-04-02\|12.92\|0.94\|12.80\|13.38\|12.61\|124914;2026-04-03\|13.06\|1.08\|12.93\|13.35\|12.85\|130765;2026-04-07\|13.03\|-0.23\|13.06\|13.35\|12.83\|118303;2026-04-08\|13.44\|3.15\|13.25\|13.56\|13.10\|130580;2026-04-09\|14.34\|6.70\|13.40\|14.78\|13.21\|229706;2026-04-10\|14.69\|2.44\|14.32\|15.06\|14.19\|257422;2026-04-13\|14.37\|-2.18\|14.53\|14.75\|14.25\|124007;2026-04-14\|14.25\|-0.84\|14.66\|14.75\|14.15\|96991;2026-04-15\|14.03\|-1.54\|14.28\|14.55\|13.95\|91386;2026-04-16\|14.21\|1.28\|14.18\|14.38\|14.01\|74667;2026-04-17\|14.50\|2.04\|14.34\|14.68\|13.94\|98544;2026-04-20\|14.29\|-1.45\|14.48\|14.67\|14.17\|71567;2026-04-21\|14.50\|1.47\|14.28\|14.69\|14.12\|99035;2026-04-22\|14.53\|0.21\|14.52\|14.88\|14.32\|79493;2026-04-23\|14.14\|-2.68\|14.45\|14.50\|13.95\|77448;2026-04-24\|14.19\|0.35\|14.11\|14.39\|13.99\|55082;2026-04-27\|14.07\|-0.85\|14.20\|14.27\|13.80\|56760;2026-04-28\|13.77\|-2.13\|14.08\|14.12\|13.69\|62026;2026-04-29\|14.14\|2.69\|13.71\|14.43\|13.66\|88374;2026-04-30\|14.08\|-0.42\|14.20\|14.28\|13.80\|77620;2026-05-06\|14.31\|1.63\|14.08\|14.34\|13.94\|77660;2026-05-07\|14.83\|3.63\|14.44\|15.20\|14.39\|145779;2026-05-08\|14.90\|0.47\|14.79\|14.98\|14.56\|82879;2026-05-11\|15.04\|0.94\|15.00\|15.19\|14.80\|102570;2026-05-12\|15.05\|0.07\|15.04\|15.23\|14.82\|71377;2026-05-13\|15.20\|1.00\|15.00\|15.65\|14.89\|98614;2026-05-14\|15.15\|-0.33\|15.42\|15.47\|15.05\|74034;2026-05-15\|14.67\|-3.17\|15.15\|15.20\|14.59\|91733;2026-05-18\|14.83\|1.09\|14.68\|14.88\|14.42\|77950;2026-05-19\|15.55\|4.86\|14.98\|16.22\|14.72\|191838;2026-05-20\|14.95\|-3.86\|15.30\|15.40\|14.86\|123170;2026-05-21\|15.26\|2.07\|14.88\|16.06\|14.88\|193710;2026-05-22\|16.79\|10.03\|15.28\|16.79\|15.21\|406549;2026-05-25\|16.48\|-1.85\|17.09\|17.90\|16.33\|495149;2026-05-26\|15.85\|-3.82\|16.45\|16.56\|15.68\|283306;2026-05-27\|15.28\|-3.60\|16.18\|16.80\|15.12\|216137;2026-05-28\|16.81\|10.01\|15.14\|16.81\|15.14\|181437;2026-05-29\|18.49\|9.99\|18.49\|18.49\|16.85\|546937;2026-06-01\|18.48\|-0.05\|19.28\|20.34\|18.47\|771228;2026-06-02\|20.33\|10.01\|17.68\|20.33\|17.49\|729993;2026-06-03\|18.80\|-7.53\|19.67\|20.32\|18.36\|590394;2026-06-04\|20.68\|10.00\|18.62\|20.68\|18.31\|282159;2026-06-05\|19.78\|-4.35\|20.74\|21.25\|19.51\|503606;2026-06-08\|19.25\|-2.68\|18.51\|20.06\|18.50\|289649;2026-06-09\|19.31\|0.31\|19.10\|19.77\|17.96\|364018;2026-06-10\|18.70\|-3.16\|18.81\|19.60\|18.22\|250442;2026-06-11\|17.86\|-4.49\|18.30\|19.22\|17.62\|261074;2026-06-12\|17.11\|-4.20\|18.18\|18.19\|17.11\|225580;2026-06-15\|18.82\|9.99\|17.12\|18.82\|17.12\|162603;2026-06-16\|20.70\|9.99\|19.09\|20.70\|19.06\|473983;2026-06-17\|20.78\|0.39\|21.41\|21.95\|20.36\|395645;2026-06-18\|21.51\|3.51\|20.95\|22.18\|20.83\|307347;2026-06-22\|20.77\|-3.44\|21.51\|21.80\|19.70\|266695;2026-06-23\|20.78\|0.05\|20.70\|22.08\|20.60\|280528;2026-06-24\|20.11\|-3.22\|20.48\|20.70\|19.72\|225525;2026-06-25\|20.32\|1.04\|20.31\|21.07\|19.72\|245357;2026-06-26\|20.24\|-0.39\|20.01\|20.98\|19.73\|280797;2026-06-29\|18.97\|-6.27\|20.60\|20.84\|18.22\|292443;2026-06-30\|19.20\|1.21\|18.93\|19.32\|18.51\|188680;2026-07-01\|19.38\|0.94\|19.24\|19.74\|18.50\|216983;2026-07-02\|18.43\|-4.90\|19.15\|19.21\|18.40\|146580;2026-07-03\|18.33\|-0.54\|18.48\|19.31\|18.08\|181439;2026-07-06\|17.27\|-5.78\|18.23\|18.25\|17.17\|154747;2026-07-07\|16.65\|-3.59\|17.12\|17.55\|16.51\|89454;2026-07-08\|16.30\|-2.10\|16.70\|16.85\|15.83\|97790;2026-07-09\|16.30\|0.00\|16.28\|16.31\|15.42\|90570;2026-07-10\|15.72\|-3.56\|16.26\|16.33\|15.72\|96392
115041	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	AI服务器电极箔+储能电极箔+业绩高增+高分红行业原因：世纪证券表示，氦气受中东局势影响，全球供应担忧情绪难以短期内缓解，目前上游出现惜售现象，下游寻货积极，预计短线中国氦气市场价格仍将持续上涨。公司原因： 1、据2026年4月18日披露的一季报，公司2026Q1营收6.33亿元、同比增长24.98%，归母净利润3965.43万元、同比增长74.74%，主因高端产品放量及新基地产能释放。 2、据2025年年度报告，公司车载电子、AI服务器用电极箔已通过客户认证，2025年底新产能将重点面向AI服务器、新能源汽车等新兴需求。 3、据2026年4月18日公告，公司拟每10股派息6元，分红总额1.45亿元，占2025年度归属于公司股东净利润的比例为70.37%，延续高比例现金分红。	公司已切入AI服务器/数据中心用铝电解电容器市场，800V DC高压架构带动AI电极箔需求增长，供应仍处产能爬坡	2026-03-03\|29.08\|-5.92\|30.95\|31.69\|28.65\|156281;2026-03-04\|29.99\|3.13\|28.90\|31.99\|28.00\|207955;2026-03-05\|29.80\|-0.63\|30.61\|31.20\|29.22\|161141;2026-03-06\|28.95\|-2.85\|29.01\|30.28\|28.54\|100751;2026-03-09\|29.09\|0.48\|28.01\|29.59\|26.82\|113075;2026-03-10\|32.00\|10.00\|29.66\|32.00\|29.12\|89656;2026-03-11\|32.19\|0.59\|32.69\|33.66\|31.95\|157808;2026-03-12\|32.15\|-0.12\|32.50\|33.23\|31.83\|107004;2026-03-13\|32.11\|-0.12\|31.81\|33.19\|30.86\|106017;2026-03-16\|32.50\|1.21\|32.64\|32.79\|30.39\|113636;2026-03-17\|29.99\|-7.72\|32.79\|32.88\|29.91\|89741;2026-03-18\|32.99\|10.00\|30.50\|32.99\|29.51\|102174;2026-03-19\|32.70\|-0.88\|32.20\|33.11\|31.38\|138423;2026-03-20\|31.85\|-2.60\|32.66\|33.15\|31.72\|98530;2026-03-23\|32.01\|0.50\|30.70\|32.77\|30.70\|111375;2026-03-24\|35.21\|10.00\|32.54\|35.21\|32.25\|100063;2026-03-25\|36.33\|3.18\|36.50\|37.71\|35.60\|119455;2026-03-26\|39.48\|8.67\|38.00\|39.96\|37.61\|233147;2026-03-27\|43.43\|10.01\|38.50\|43.43\|38.00\|210105;2026-03-30\|45.17\|4.01\|42.78\|47.00\|41.55\|201449;2026-03-31\|43.95\|-2.70\|44.60\|45.20\|43.20\|131794;2026-04-01\|46.85\|6.60\|44.40\|48.35\|43.55\|158645;2026-04-02\|43.75\|-6.62\|45.51\|47.33\|43.00\|149694;2026-04-03\|42.12\|-3.73\|44.62\|44.80\|41.80\|113040;2026-04-07\|41.17\|-2.26\|42.00\|42.98\|40.94\|90254;2026-04-08\|44.20\|7.36\|42.99\|44.43\|41.01\|96437;2026-04-09\|45.23\|2.33\|43.05\|46.80\|42.76\|104274;2026-04-10\|42.90\|-5.15\|45.58\|46.30\|42.81\|106553;2026-04-13\|41.35\|-3.61\|40.50\|42.76\|40.50\|132095;2026-04-14\|44.10\|6.65\|41.74\|44.75\|40.87\|120997;2026-04-15\|44.50\|0.91\|44.39\|45.10\|43.44\|84666;2026-04-16\|46.96\|5.53\|44.88\|47.95\|44.00\|105676;2026-04-17\|47.32\|0.77\|46.47\|48.95\|45.67\|105305;2026-04-20\|44.26\|-6.47\|46.57\|47.00\|43.71\|108783;2026-04-21\|48.69\|10.01\|44.00\|48.69\|44.00\|85815;2026-04-22\|53.56\|10.00\|52.99\|53.56\|51.00\|33872;2026-04-23\|58.55\|9.32\|55.22\|58.92\|54.73\|210966;2026-04-24\|58.51\|-0.07\|56.73\|61.88\|56.73\|175205;2026-04-27\|58.62\|0.19\|58.90\|61.77\|56.40\|123393;2026-04-28\|57.65\|-1.65\|57.66\|59.81\|57.37\|88137;2026-04-29\|57.70\|0.09\|58.31\|58.58\|55.50\|76969;2026-04-30\|56.89\|-1.40\|58.45\|59.45\|56.83\|51268;2026-05-06\|62.58\|10.00\|56.67\|62.58\|56.46\|110304;2026-05-07\|63.73\|1.84\|63.85\|65.44\|61.56\|97338;2026-05-08\|62.37\|-2.13\|62.53\|65.80\|61.00\|79385;2026-05-11\|62.45\|0.13\|61.85\|64.60\|60.27\|79846;2026-05-12\|63.50\|1.68\|61.51\|65.00\|60.20\|73740;2026-05-13\|68.75\|8.27\|62.69\|69.79\|61.85\|94710;2026-05-14\|70.45\|2.47\|68.75\|73.50\|66.27\|95839;2026-05-15\|75.70\|7.45\|70.41\|76.55\|69.00\|106753;2026-05-18\|83.27\|10.00\|74.00\|83.27\|74.00\|64026;2026-05-19\|91.60\|10.00\|86.24\|91.60\|81.66\|87576;2026-05-20\|97.55\|6.50\|90.99\|99.00\|90.97\|115911;2026-05-21\|105.74\|8.40\|96.49\|107.31\|92.18\|118116;2026-05-22\|116.31\|10.00\|106.80\|116.31\|103.00\|96418;2026-05-25\|114.22\|-1.80\|121.11\|122.00\|104.68\|173317;2026-05-26\|102.80\|-10.00\|108.80\|109.98\|102.80\|103506;2026-05-27\|113.08\|10.00\|102.94\|113.08\|102.94\|130812;2026-05-28\|110.40\|-2.37\|114.21\|118.31\|107.12\|155628;2026-05-29\|106.84\|-3.22\|110.00\|116.00\|105.06\|125450;2026-06-01\|103.70\|-2.94\|100.00\|108.02\|100.00\|136880;2026-06-02\|106.25\|2.46\|103.20\|109.19\|101.46\|112009;2026-06-03\|102.00\|-4.00\|103.00\|111.40\|98.08\|149077;2026-06-04\|107.55\|5.44\|102.86\|109.95\|97.10\|127788;2026-06-05\|103.69\|-3.59\|108.37\|108.40\|101.12\|93978;2026-06-08\|95.50\|-7.90\|96.71\|101.70\|95.02\|75528;2026-06-09\|101.00\|5.76\|96.05\|102.00\|94.62\|83378;2026-06-10\|95.69\|-5.26\|98.15\|98.98\|92.43\|78135;2026-06-11\|91.99\|-3.87\|93.60\|97.49\|90.36\|80860;2026-06-12\|90.12\|-2.03\|95.58\|96.33\|90.11\|78785;2026-06-15\|99.13\|10.00\|90.98\|99.13\|90.86\|48579;2026-06-16\|109.04\|10.00\|103.50\|109.04\|103.48\|37802;2026-06-17\|119.94\|10.00\|116.20\|119.94\|112.50\|45333;2026-06-18\|114.70\|-4.37\|126.00\|128.40\|114.00\|147709;2026-06-22\|114.48\|-0.19\|114.88\|122.83\|110.27\|111309;2026-06-23\|110.17\|-3.76\|113.73\|118.59\|108.51\|89818;2026-06-24\|119.39\|8.37\|109.45\|121.00\|106.30\|101727;2026-06-25\|131.33\|10.00\|122.50\|131.33\|122.50\|49806;2026-06-26\|118.20\|-10.00\|130.34\|132.50\|118.20\|116544;2026-06-29\|118.00\|-0.17\|121.00\|122.50\|114.61\|93716;2026-06-30\|122.47\|3.79\|117.25\|129.80\|115.50\|85614;2026-07-01\|118.19\|-3.02\|122.50\|125.92\|117.60\|68061;2026-07-02\|107.97\|-8.65\|111.94\|115.85\|107.00\|65905;2026-07-03\|107.00\|-0.90\|109.00\|115.50\|107.00\|54229;2026-07-06\|102.63\|-4.08\|109.00\|109.98\|101.77\|55123;2026-07-07\|99.26\|-3.28\|102.98\|104.35\|98.00\|43726;2026-07-08\|96.25\|-3.03\|102.00\|104.00\|94.57\|41661;2026-07-09\|100.65\|4.57\|100.10\|105.88\|95.01\|92061;2026-07-10\|94.83\|-5.78\|100.38\|105.88\|94.73\|78463
115040	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	MLCC离型膜+复合铜箔+扭亏为盈行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2026年6月11日异动公告，公司MLCC离型膜主要应用于消费电子和汽车电子用领域，因技术壁垒较高暂未涉及AI算力相关应用，该业务营收占公司整体营收比例未达1%，短期内对公司业绩影响很小。 2、据2026年5月14日业绩说明会，公司复合铜箔项目已实现量产并获得多个订单，载体铜箔也已获得多个订单；据2025年年报，复合铜箔项目已具备规模化量产条件。 3、据2026年4月28日一季报，公司一季度实现归母净利润405.80万元，同比扭亏为盈。	公司MLCC离型膜已切入国内头部客户并实现稳定供货，复合铜箔项目正常推进，受益国产替代	2026-03-03\|7.32\|-5.67\|7.92\|7.97\|7.29\|550263;2026-03-04\|7.39\|0.96\|7.21\|7.51\|7.20\|316150;2026-03-05\|7.40\|0.14\|7.55\|7.63\|7.34\|249806;2026-03-06\|7.41\|0.14\|7.36\|7.50\|7.32\|246239;2026-03-09\|7.29\|-1.62\|7.38\|7.41\|7.06\|378155;2026-03-10\|7.48\|2.61\|7.37\|7.59\|7.35\|291818;2026-03-11\|7.51\|0.40\|7.49\|7.67\|7.41\|303145;2026-03-12\|7.86\|4.66\|7.58\|8.03\|7.49\|591862;2026-03-13\|7.64\|-2.80\|7.77\|7.88\|7.59\|382699;2026-03-16\|8.05\|5.37\|7.68\|8.18\|7.65\|750067;2026-03-17\|7.93\|-1.49\|8.02\|8.12\|7.91\|544688;2026-03-18\|7.71\|-2.77\|7.94\|8.22\|7.45\|673298;2026-03-19\|7.36\|-4.54\|7.77\|7.77\|7.31\|463330;2026-03-20\|7.06\|-4.08\|7.45\|7.49\|7.05\|454420;2026-03-23\|6.60\|-6.52\|6.85\|7.04\|6.52\|404198;2026-03-24\|6.82\|3.33\|6.78\|6.88\|6.55\|352581;2026-03-25\|6.97\|2.20\|6.88\|7.09\|6.88\|330604;2026-03-26\|6.89\|-1.15\|7.00\|7.35\|6.87\|466568;2026-03-27\|7.29\|5.81\|6.85\|7.47\|6.79\|524112;2026-03-30\|7.19\|-1.37\|7.19\|7.30\|7.08\|261767;2026-03-31\|6.79\|-5.56\|7.18\|7.19\|6.78\|369547;2026-04-01\|6.88\|1.33\|6.94\|7.05\|6.82\|241584;2026-04-02\|6.76\|-1.74\|6.89\|7.01\|6.69\|260500;2026-04-03\|6.53\|-3.40\|6.79\|6.86\|6.45\|260478;2026-04-07\|6.75\|3.37\|6.55\|6.78\|6.55\|237079;2026-04-08\|6.90\|2.22\|6.89\|6.95\|6.78\|217393;2026-04-09\|6.82\|-1.16\|6.81\|6.94\|6.72\|191277;2026-04-10\|6.82\|0.00\|6.88\|6.97\|6.80\|183100;2026-04-13\|6.86\|0.59\|6.78\|6.87\|6.68\|228604;2026-04-14\|6.94\|1.17\|6.87\|6.95\|6.79\|213752;2026-04-15\|7.15\|3.03\|6.98\|7.63\|6.96\|737251;2026-04-16\|7.13\|-0.28\|7.18\|7.21\|7.03\|392966;2026-04-17\|7.46\|4.63\|7.06\|7.60\|7.05\|684671;2026-04-20\|7.65\|2.55\|7.36\|7.92\|7.36\|729360;2026-04-21\|7.84\|2.48\|7.64\|8.02\|7.57\|504249;2026-04-22\|7.85\|0.13\|7.84\|7.96\|7.73\|467608;2026-04-23\|7.54\|-3.95\|7.81\|7.84\|7.49\|517787;2026-04-24\|7.62\|1.06\|7.54\|7.73\|7.43\|351102;2026-04-27\|8.02\|5.25\|7.62\|8.05\|7.52\|499509;2026-04-28\|7.77\|-3.12\|7.83\|7.98\|7.24\|936614;2026-04-29\|7.78\|0.13\|7.72\|7.89\|7.59\|455764;2026-04-30\|7.75\|-0.39\|7.74\|8.04\|7.62\|487402;2026-05-06\|8.16\|5.29\|7.80\|8.23\|7.79\|586716;2026-05-07\|7.97\|-2.33\|8.15\|8.33\|7.90\|610491;2026-05-08\|7.89\|-1.00\|7.92\|8.06\|7.82\|367664;2026-05-11\|8.68\|10.01\|7.95\|8.68\|7.93\|612260;2026-05-12\|8.78\|1.15\|9.00\|9.29\|8.45\|1848779;2026-05-13\|8.65\|-1.48\|8.72\|8.77\|8.41\|924895;2026-05-14\|8.36\|-3.35\|8.64\|8.82\|8.36\|896995;2026-05-15\|8.39\|0.36\|8.45\|9.05\|8.36\|769429;2026-05-18\|8.69\|3.58\|8.46\|8.70\|8.24\|706948;2026-05-19\|8.95\|2.99\|8.55\|9.17\|8.37\|1016536;2026-05-20\|8.37\|-6.48\|8.94\|8.94\|8.36\|935971;2026-05-21\|8.16\|-2.51\|8.40\|9.16\|8.00\|870571;2026-05-22\|8.98\|10.05\|8.18\|8.98\|7.88\|898718;2026-05-25\|9.88\|10.02\|9.78\|9.88\|9.62\|435718;2026-05-26\|10.87\|10.02\|10.07\|10.87\|9.80\|2138613;2026-05-27\|10.75\|-1.10\|10.43\|11.23\|10.25\|2527872;2026-05-28\|11.39\|5.95\|10.44\|11.80\|10.44\|2287489;2026-05-29\|10.23\|-10.03\|11.05\|11.47\|10.23\|1789782;2026-06-01\|10.57\|3.32\|10.17\|11.05\|10.00\|1436014;2026-06-02\|11.22\|6.15\|10.40\|11.35\|10.20\|1844540;2026-06-03\|10.73\|-4.37\|11.01\|11.58\|10.48\|1842530;2026-06-04\|11.80\|9.97\|10.74\|11.80\|10.70\|736617;2026-06-05\|11.82\|0.17\|12.98\|12.98\|11.71\|2961005;2026-06-08\|11.09\|-6.18\|10.93\|12.30\|10.93\|2237965;2026-06-09\|12.20\|10.01\|11.27\|12.20\|11.10\|1286480;2026-06-10\|13.42\|10.00\|12.91\|13.42\|12.91\|1672630;2026-06-11\|12.42\|-7.45\|13.16\|13.48\|12.08\|2832339;2026-06-12\|11.58\|-6.76\|12.42\|12.79\|11.24\|2026361;2026-06-15\|12.74\|10.02\|11.76\|12.74\|11.76\|954632;2026-06-16\|14.01\|9.97\|13.77\|14.01\|13.74\|616477;2026-06-17\|14.86\|6.07\|13.56\|15.18\|13.52\|2890015;2026-06-18\|14.85\|-0.07\|14.79\|15.15\|14.40\|1897697;2026-06-22\|14.60\|-1.68\|15.22\|15.35\|14.17\|1654040;2026-06-23\|13.65\|-6.51\|14.34\|14.40\|13.15\|1300460;2026-06-24\|14.00\|2.56\|13.31\|14.17\|13.30\|1441967;2026-06-25\|14.70\|5.00\|14.29\|14.85\|13.33\|1721961;2026-06-26\|13.46\|-8.44\|14.13\|14.29\|13.35\|1195372;2026-06-29\|12.38\|-8.02\|13.70\|14.14\|12.11\|1211431;2026-06-30\|12.40\|0.16\|12.01\|12.76\|11.50\|1044698;2026-07-01\|12.02\|-3.06\|12.66\|12.85\|11.91\|1059120;2026-07-02\|11.43\|-4.91\|11.60\|12.16\|11.30\|891270;2026-07-03\|11.04\|-3.41\|11.44\|11.48\|10.88\|818073;2026-07-06\|10.34\|-6.34\|11.12\|11.31\|10.30\|720752;2026-07-07\|11.37\|9.96\|10.40\|11.37\|10.25\|436256;2026-07-08\|10.35\|-8.97\|11.38\|11.39\|10.30\|988514;2026-07-09\|10.57\|2.13\|10.77\|10.89\|9.83\|909929;2026-07-10\|9.99\|-5.49\|10.60\|10.81\|9.98\|730002
115039	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一	2026-03-03\|76.22\|-6.90\|81.96\|82.49\|75.80\|916600;2026-03-04\|76.00\|-0.29\|75.55\|78.40\|74.65\|637145;2026-03-05\|76.45\|0.59\|78.01\|79.31\|75.62\|730877;2026-03-06\|75.41\|-1.36\|76.00\|77.26\|74.33\|449550;2026-03-09\|74.19\|-1.62\|73.00\|74.66\|69.50\|843676;2026-03-10\|76.65\|3.32\|76.00\|77.50\|75.71\|697454;2026-03-11\|77.24\|0.77\|76.40\|77.50\|75.45\|633625;2026-03-12\|76.34\|-1.17\|76.16\|79.21\|75.02\|691429;2026-03-13\|81.18\|6.34\|76.36\|83.48\|76.25\|1311108;2026-03-16\|83.95\|3.41\|81.40\|85.49\|78.50\|1271611;2026-03-17\|85.59\|1.95\|87.00\|90.10\|85.42\|1744113;2026-03-18\|91.00\|6.32\|88.01\|93.96\|86.30\|1524717;2026-03-19\|86.33\|-5.13\|88.55\|90.00\|85.77\|1081706;2026-03-20\|84.30\|-2.35\|88.00\|88.88\|84.10\|913768;2026-03-23\|80.24\|-4.82\|81.95\|83.20\|79.80\|837347;2026-03-24\|82.29\|2.55\|81.03\|82.77\|79.21\|792680;2026-03-25\|82.52\|0.28\|83.30\|85.39\|81.76\|909748;2026-03-26\|79.01\|-4.25\|82.00\|82.19\|78.26\|845083;2026-03-27\|80.64\|2.06\|77.03\|82.61\|76.49\|677577;2026-03-30\|79.19\|-1.80\|79.00\|79.58\|77.69\|444366;2026-03-31\|75.97\|-4.07\|78.80\|78.94\|75.35\|636128;2026-04-01\|79.29\|4.37\|78.50\|79.81\|77.81\|658092;2026-04-02\|76.27\|-3.81\|79.00\|79.10\|75.89\|527276;2026-04-03\|76.32\|0.07\|77.39\|78.28\|76.12\|496661;2026-04-07\|76.43\|0.14\|76.51\|77.85\|75.33\|503529;2026-04-08\|84.07\|10.00\|79.30\|84.07\|78.83\|995135;2026-04-09\|85.84\|2.11\|84.68\|87.11\|84.15\|1013954;2026-04-10\|88.32\|2.89\|86.56\|89.66\|85.04\|881901;2026-04-13\|88.67\|0.40\|86.50\|90.62\|86.41\|754932;2026-04-14\|97.54\|10.00\|91.68\|97.54\|90.88\|937441;2026-04-15\|92.78\|-4.88\|98.60\|99.13\|92.00\|1336258;2026-04-16\|94.40\|1.75\|92.25\|95.46\|91.91\|772929;2026-04-17\|97.66\|3.45\|93.68\|99.38\|93.60\|930208;2026-04-20\|98.00\|0.35\|97.00\|101.32\|96.35\|782441;2026-04-21\|99.82\|1.86\|96.51\|101.00\|95.85\|715613;2026-04-22\|103.27\|3.46\|99.92\|104.00\|99.38\|729964;2026-04-23\|106.62\|3.24\|105.03\|109.26\|103.27\|991674;2026-04-24\|102.38\|-3.98\|105.98\|107.84\|99.82\|932245;2026-04-27\|104.95\|2.51\|104.01\|106.88\|103.20\|703903;2026-04-28\|101.88\|-2.93\|104.94\|105.33\|101.11\|525078;2026-04-29\|101.98\|0.10\|101.00\|104.14\|99.05\|548251;2026-04-30\|102.57\|0.58\|103.62\|105.66\|102.20\|473253;2026-05-06\|104.79\|2.16\|104.90\|107.50\|103.90\|661115;2026-05-07\|107.88\|2.95\|104.82\|108.80\|102.81\|683633;2026-05-08\|108.71\|1.24\|105.83\|111.36\|105.18\|558376;2026-05-11\|108.68\|-0.03\|110.00\|110.80\|105.58\|704326;2026-05-12\|108.68\|0.00\|110.16\|110.50\|105.16\|626652;2026-05-13\|112.58\|3.59\|106.53\|112.88\|106.15\|706102;2026-05-14\|107.02\|-4.94\|114.38\|114.46\|106.30\|736761;2026-05-15\|102.99\|-3.77\|106.90\|108.00\|101.80\|627584;2026-05-18\|104.26\|1.23\|101.55\|106.68\|101.55\|492103;2026-05-19\|102.60\|-1.59\|103.47\|103.50\|98.30\|587736;2026-05-20\|103.58\|0.96\|102.60\|105.30\|101.70\|461189;2026-05-21\|103.70\|0.12\|105.58\|109.68\|103.00\|770834;2026-05-22\|114.07\|10.00\|106.00\|114.07\|106.00\|1016965;2026-05-25\|122.54\|7.43\|121.02\|123.82\|119.20\|997254;2026-05-26\|133.36\|8.83\|122.90\|134.79\|122.55\|1158013;2026-05-27\|128.29\|-3.80\|130.21\|134.50\|127.10\|1010370;2026-05-28\|133.06\|3.72\|126.10\|135.35\|125.36\|918255;2026-05-29\|132.04\|-0.77\|133.17\|138.87\|131.43\|924767;2026-06-01\|122.51\|-7.22\|132.04\|134.99\|122.28\|920139;2026-06-02\|131.00\|6.93\|124.00\|131.99\|119.20\|846816;2026-06-03\|129.80\|-0.92\|131.04\|138.42\|127.00\|1052102;2026-06-04\|140.82\|8.49\|127.08\|142.78\|126.50\|1106358;2026-06-05\|133.22\|-5.40\|137.10\|141.28\|131.81\|955056;2026-06-08\|137.00\|2.84\|125.00\|140.00\|125.00\|1159899;2026-06-09\|141.09\|2.99\|138.00\|142.30\|133.01\|1250056;2026-06-10\|130.60\|-7.43\|136.00\|136.99\|127.22\|1050923;2026-06-11\|126.91\|-2.83\|129.07\|130.82\|124.22\|778925;2026-06-12\|125.20\|-1.35\|131.66\|134.60\|125.00\|739443;2026-06-15\|133.76\|6.84\|128.50\|134.00\|122.22\|994190;2026-06-16\|140.64\|5.14\|134.20\|144.65\|134.04\|1101496;2026-06-17\|146.55\|4.20\|138.00\|149.90\|137.10\|991542;2026-06-18\|147.90\|0.92\|146.00\|149.36\|142.81\|836790;2026-06-22\|145.26\|-1.78\|149.79\|151.90\|141.45\|908645;2026-06-23\|138.50\|-4.65\|145.00\|146.50\|137.20\|826360;2026-06-24\|143.35\|3.50\|138.53\|144.98\|137.64\|705705;2026-06-25\|154.99\|8.12\|144.00\|156.33\|140.00\|1043882;2026-06-26\|147.28\|-4.97\|152.98\|155.25\|143.26\|821234;2026-06-29\|141.06\|-4.22\|147.28\|149.72\|135.63\|807492;2026-06-30\|152.80\|8.32\|141.10\|155.08\|141.10\|889851;2026-07-01\|145.01\|-5.10\|152.80\|158.20\|142.00\|824443;2026-07-02\|130.51\|-10.00\|138.15\|139.13\|130.51\|878486;2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734;2026-07-10\|129.44\|-5.72\|137.60\|141.89\|129.20\|758943
115038	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	钨矿增储+PCB钻针棒扩产+西南研发中心行业原因： 1、中钨在线最新数据显示，截至2月9日，65%黑钨精矿价格报68.5万元/标吨，较年初涨48.9%。仲钨酸铵（APT）价格报100万元/吨，较年初涨49.3%。 2、江海证券研报认为，需求端的快速增长是推动钨粉价格上行的核心动力。在新能源、光伏等高景气赛道加速扩张的背景下，钨作为关键功能性材料的战略价值不断提升。公司原因： 1、据2026年2月10日公告，子公司株洲硬质合金集团有限公司拟1.45亿元投建PCB钻针棒3000万支/年项目，建设期12个月，巩固PCB刀具全产业链龙头地位。 2、据2026年1月21日公告，柿竹园矿区新增钨金属量9.17万吨，公司钨资源保有量升至约68万吨。 3、据2026年2月11日公告，董事会同意在成都建设西南研发中心，总投资9929.8万元，建设期18个月。	公司旗下子公司金洲公司是PCB微钻领域龙头，具备极小径钻头精磨等核心技术	2026-03-03\|64.94\|-5.91\|68.75\|71.50\|64.77\|1122076;2026-03-04\|66.48\|2.37\|62.31\|68.83\|62.00\|957298;2026-03-05\|64.37\|-3.17\|67.81\|67.95\|63.66\|782869;2026-03-06\|65.66\|2.00\|65.00\|68.60\|63.70\|728781;2026-03-09\|65.11\|-0.84\|64.60\|65.85\|61.64\|658924;2026-03-10\|66.46\|2.07\|66.08\|66.61\|62.50\|593772;2026-03-11\|62.85\|-5.43\|67.69\|69.20\|62.40\|948286;2026-03-12\|62.30\|-0.88\|62.51\|64.50\|61.01\|687058;2026-03-13\|56.07\|-10.00\|59.70\|59.70\|56.07\|1232874;2026-03-16\|55.19\|-1.57\|54.61\|56.24\|53.49\|910102;2026-03-17\|53.55\|-2.97\|54.53\|55.84\|53.41\|643134;2026-03-18\|54.44\|1.66\|54.28\|55.20\|53.49\|443201;2026-03-19\|51.39\|-5.60\|53.20\|53.46\|50.97\|739162;2026-03-20\|50.09\|-2.53\|52.41\|52.68\|49.74\|532683;2026-03-23\|47.76\|-4.65\|48.50\|50.00\|47.20\|551973;2026-03-24\|49.74\|4.15\|48.81\|49.74\|46.64\|727319;2026-03-25\|49.55\|-0.38\|51.14\|51.78\|48.77\|808340;2026-03-26\|47.11\|-4.92\|49.81\|49.98\|46.70\|601809;2026-03-27\|48.62\|3.21\|46.89\|49.41\|46.40\|683203;2026-03-30\|48.82\|0.41\|49.99\|50.22\|47.80\|542773;2026-03-31\|47.71\|-2.27\|49.79\|49.92\|47.20\|498101;2026-04-01\|48.87\|2.43\|48.73\|49.33\|48.03\|478495;2026-04-02\|46.17\|-5.52\|48.00\|48.16\|45.55\|541320;2026-04-03\|46.27\|0.22\|46.86\|47.24\|46.00\|355314;2026-04-07\|47.64\|2.96\|46.87\|48.54\|46.57\|454108;2026-04-08\|49.45\|3.80\|49.00\|49.83\|48.22\|881840;2026-04-09\|49.15\|-0.61\|48.42\|50.10\|47.93\|523657;2026-04-10\|48.98\|-0.35\|49.20\|49.87\|47.20\|898393;2026-04-13\|48.35\|-1.29\|48.30\|49.30\|46.95\|637699;2026-04-14\|49.94\|3.29\|49.18\|50.54\|48.36\|854611;2026-04-15\|47.18\|-5.53\|50.96\|51.01\|46.80\|1200172;2026-04-16\|51.90\|10.00\|47.61\|51.90\|45.60\|1247225;2026-04-17\|56.12\|8.13\|53.50\|57.09\|53.37\|1945776;2026-04-20\|58.54\|4.31\|57.16\|60.75\|57.16\|1441616;2026-04-21\|57.81\|-1.25\|58.00\|58.69\|56.88\|725388;2026-04-22\|58.13\|0.55\|57.74\|59.66\|56.71\|953165;2026-04-23\|56.57\|-2.68\|57.78\|58.20\|55.00\|917873;2026-04-24\|55.18\|-2.46\|55.31\|56.92\|53.30\|752655;2026-04-27\|53.83\|-2.45\|54.01\|56.74\|53.55\|871141;2026-04-28\|52.10\|-3.21\|53.82\|54.50\|51.13\|681152;2026-04-29\|57.31\|10.00\|52.07\|57.31\|51.80\|826627;2026-04-30\|58.19\|1.54\|58.00\|59.90\|57.30\|1241948;2026-05-06\|61.99\|6.53\|58.47\|62.83\|55.68\|1433116;2026-05-07\|63.19\|1.94\|62.88\|64.31\|61.05\|1078478;2026-05-08\|60.47\|-4.30\|61.80\|62.79\|59.70\|1072527;2026-05-11\|60.64\|0.28\|60.00\|61.76\|59.12\|944088;2026-05-12\|59.68\|-1.58\|60.88\|60.99\|58.53\|634916;2026-05-13\|62.46\|4.66\|59.33\|63.30\|59.09\|1003488;2026-05-14\|59.05\|-5.46\|61.84\|63.25\|58.80\|759567;2026-05-15\|56.46\|-4.39\|58.54\|59.12\|56.00\|675737;2026-05-18\|56.96\|0.89\|56.21\|58.64\|55.88\|544500;2026-05-19\|53.97\|-5.25\|56.47\|56.80\|52.53\|706559;2026-05-20\|55.18\|2.24\|54.01\|55.29\|52.72\|692103;2026-05-21\|56.71\|2.77\|55.13\|60.50\|54.90\|1030059;2026-05-22\|62.38\|10.00\|57.24\|62.38\|57.20\|918080;2026-05-25\|64.21\|2.93\|64.80\|65.30\|62.20\|1148122;2026-05-26\|67.69\|5.42\|63.94\|68.90\|63.03\|1286962;2026-05-27\|64.83\|-4.23\|68.80\|68.82\|63.60\|1051820;2026-05-28\|68.97\|6.39\|64.68\|70.38\|64.21\|1096913;2026-05-29\|68.00\|-1.41\|68.97\|70.96\|66.70\|990877;2026-06-01\|63.18\|-7.09\|68.02\|70.80\|63.01\|930470;2026-06-02\|66.51\|5.27\|64.13\|67.10\|61.30\|834733;2026-06-03\|71.71\|7.82\|65.89\|73.16\|65.11\|1227031;2026-06-04\|74.33\|3.65\|70.50\|74.81\|69.00\|1056332;2026-06-05\|70.10\|-5.69\|73.03\|74.31\|69.54\|823078;2026-06-08\|67.92\|-3.11\|66.00\|72.24\|64.57\|935596;2026-06-09\|70.80\|4.24\|69.00\|71.18\|67.28\|801430;2026-06-10\|72.90\|2.97\|69.18\|74.60\|68.20\|1021322;2026-06-11\|77.95\|6.93\|72.80\|79.60\|72.22\|1331268;2026-06-12\|79.00\|1.35\|80.31\|84.32\|75.68\|1620659;2026-06-15\|86.90\|10.00\|80.80\|86.90\|77.99\|1210464;2026-06-16\|92.50\|6.44\|89.48\|94.14\|89.01\|1231093;2026-06-17\|89.53\|-3.21\|89.00\|92.12\|88.00\|1078428;2026-06-18\|98.48\|10.00\|88.75\|98.48\|88.75\|914634;2026-06-22\|108.33\|10.00\|103.08\|108.33\|101.58\|831319;2026-06-23\|102.50\|-5.38\|113.99\|113.99\|101.08\|1383866;2026-06-24\|100.08\|-2.36\|99.86\|101.96\|94.79\|1198902;2026-06-25\|105.68\|5.60\|101.00\|107.58\|98.00\|1029206;2026-06-26\|99.51\|-5.84\|103.06\|109.68\|99.00\|936942;2026-06-29\|95.57\|-3.96\|98.00\|101.50\|91.68\|1015100;2026-06-30\|95.72\|0.16\|94.00\|97.30\|92.52\|775556;2026-07-01\|95.94\|0.23\|98.61\|101.33\|94.41\|758931;2026-07-02\|97.03\|1.14\|91.00\|101.50\|90.68\|1054773;2026-07-03\|89.63\|-7.63\|95.00\|96.53\|87.88\|979989;2026-07-06\|80.46\|-10.00\|89.76\|90.58\|80.46\|1088862;2026-07-07\|76.84\|-4.50\|80.13\|80.80\|75.41\|753162;2026-07-08\|73.95\|-3.76\|77.61\|78.79\|72.98\|611139;2026-07-09\|75.99\|2.76\|75.00\|76.46\|71.06\|672849;2026-07-10\|74.71\|-1.68\|75.99\|80.11\|74.60\|783606
115037	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商，25年净利润同比增长91.75%； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-03-03\|67.64\|-1.18\|71.40\|72.60\|67.50\|656592;2026-03-04\|65.87\|-2.62\|66.63\|68.16\|65.10\|432008;2026-03-05\|65.98\|0.17\|67.35\|69.23\|65.18\|506862;2026-03-06\|64.00\|-3.00\|65.50\|65.99\|63.28\|394547;2026-03-09\|60.92\|-4.81\|61.38\|61.72\|58.07\|561772;2026-03-10\|64.41\|5.73\|62.40\|64.49\|62.36\|541019;2026-03-11\|63.50\|-1.41\|65.00\|65.82\|63.15\|409653;2026-03-12\|62.76\|-1.17\|63.06\|65.86\|61.78\|384607;2026-03-13\|63.44\|1.08\|61.79\|64.68\|61.77\|443421;2026-03-16\|64.39\|1.50\|63.75\|64.91\|61.73\|467635;2026-03-17\|61.88\|-3.90\|65.90\|66.37\|61.80\|481357;2026-03-18\|63.50\|2.62\|62.23\|64.28\|61.72\|441083;2026-03-19\|60.60\|-4.57\|62.00\|62.36\|60.30\|415929;2026-03-20\|60.22\|-0.63\|61.00\|63.20\|60.20\|527576;2026-03-23\|55.85\|-7.26\|58.40\|58.82\|55.39\|613817;2026-03-24\|56.88\|1.84\|56.80\|56.99\|55.06\|407959;2026-03-25\|57.80\|1.62\|57.65\|58.80\|57.00\|417208;2026-03-26\|55.41\|-4.13\|57.88\|57.99\|55.20\|475627;2026-03-27\|54.75\|-1.19\|54.66\|55.66\|53.58\|373639;2026-03-30\|55.10\|0.64\|53.45\|55.33\|53.01\|309474;2026-03-31\|54.17\|-1.69\|54.60\|55.60\|53.41\|323524;2026-04-01\|55.10\|1.72\|55.55\|55.98\|54.55\|331705;2026-04-02\|51.63\|-6.30\|54.14\|54.49\|51.20\|626013;2026-04-03\|52.50\|1.69\|52.04\|53.30\|52.03\|394179;2026-04-07\|55.20\|5.14\|53.36\|55.99\|53.00\|594489;2026-04-08\|58.98\|6.85\|57.00\|59.11\|56.68\|686975;2026-04-09\|59.20\|0.37\|57.81\|59.75\|57.53\|419173;2026-04-10\|61.21\|3.40\|60.14\|62.26\|59.20\|602890;2026-04-13\|63.47\|3.69\|60.36\|64.50\|60.28\|668701;2026-04-14\|66.82\|5.28\|64.50\|67.66\|63.28\|799660;2026-04-15\|66.90\|0.12\|68.50\|71.00\|66.54\|930830;2026-04-16\|67.56\|0.99\|67.32\|68.14\|66.01\|530250;2026-04-17\|69.25\|2.50\|67.05\|70.37\|66.70\|568740;2026-04-20\|69.80\|0.79\|69.28\|71.49\|68.74\|564127;2026-04-21\|72.55\|3.94\|69.51\|74.00\|69.07\|735391;2026-04-22\|76.00\|4.76\|72.54\|76.44\|72.00\|678667;2026-04-23\|74.95\|-1.38\|76.01\|78.50\|73.51\|725714;2026-04-24\|72.63\|-3.10\|74.20\|75.70\|71.55\|574448;2026-04-27\|76.67\|5.56\|74.00\|77.63\|74.00\|557872;2026-04-28\|76.62\|-0.07\|77.34\|78.10\|74.09\|625638;2026-04-29\|78.00\|1.80\|76.66\|80.87\|75.98\|736410;2026-04-30\|76.51\|-1.91\|79.00\|80.45\|76.32\|468913;2026-05-06\|80.81\|5.62\|78.80\|82.77\|78.80\|603167;2026-05-07\|82.00\|1.47\|82.42\|83.00\|80.00\|451021;2026-05-08\|82.00\|0.00\|80.53\|84.15\|80.10\|380322;2026-05-11\|83.66\|2.02\|82.62\|84.28\|81.00\|480487;2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013
115036	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	玻纤涨价+电子布+股东增持行业原因： AI芯片需求的爆发导致T型玻璃纤维布供应趋紧。其主要供应商日东纺计划自今年年底起稳步提升产能，目标在2028年前将产能提升至2025年的三倍。日东纺表示，即便新生产线投产，仍难以弥合供给与快速增长需求之间的差距，计划于今年上调价格。花旗分析师预计，涨价幅度可能达到25%甚至更高。公司原因： 1、据2025年11月17日互动易，公司10月30日已发布玻纤复价通知并启动首次回购，风电纱销售保持高景气，库存持续下降。 2、据2025年9月29日互动易，公司是全球最大电子布供应商。 3、据2026年2月11日公告，持股5%以上股东振石集团已增持3146万股并计划继续增持不超11亿元。	AI服务器升级推动PCB单机价值量暴涨，电子布等上游材料价格持续上涨；公司为世界玻纤龙头，产能规模全球第一，宣布扩产电子布	2026-03-03\|26.45\|-6.70\|28.40\|28.89\|26.38\|1325806;2026-03-04\|26.42\|-0.11\|26.25\|27.27\|26.25\|870829;2026-03-05\|27.39\|3.67\|27.30\|28.15\|26.90\|958427;2026-03-06\|26.35\|-3.80\|27.10\|27.25\|26.00\|858024;2026-03-09\|26.00\|-1.33\|25.13\|26.20\|24.52\|911367;2026-03-10\|26.86\|3.31\|26.60\|27.25\|26.30\|665748;2026-03-11\|26.50\|-1.34\|27.13\|27.60\|26.46\|566313;2026-03-12\|26.50\|0.00\|26.12\|26.95\|25.81\|623880;2026-03-13\|26.10\|-1.51\|26.50\|26.80\|25.95\|588574;2026-03-16\|24.71\|-5.33\|25.92\|26.09\|23.95\|1479579;2026-03-17\|23.92\|-3.20\|24.71\|25.10\|23.89\|746261;2026-03-18\|24.58\|2.76\|24.23\|24.68\|23.82\|602913;2026-03-19\|23.45\|-4.60\|24.48\|24.48\|23.29\|682588;2026-03-20\|22.65\|-3.41\|23.82\|24.18\|22.52\|895355;2026-03-23\|23.43\|3.44\|22.42\|23.90\|21.59\|1259221;2026-03-24\|24.15\|3.07\|23.88\|24.20\|23.37\|1042556;2026-03-25\|25.29\|4.72\|24.68\|25.57\|24.68\|1072092;2026-03-26\|24.50\|-3.12\|25.10\|25.42\|24.34\|565630;2026-03-27\|24.99\|2.00\|23.86\|25.06\|23.78\|655226;2026-03-30\|24.85\|-0.56\|24.50\|25.59\|24.03\|687384;2026-03-31\|24.31\|-2.17\|24.70\|25.03\|23.90\|515916;2026-04-01\|25.71\|5.76\|25.85\|26.68\|25.44\|849928;2026-04-02\|25.63\|-0.31\|25.70\|26.05\|25.30\|579347;2026-04-03\|25.95\|1.25\|25.80\|27.15\|25.70\|740933;2026-04-07\|26.33\|1.46\|26.21\|27.57\|26.09\|831151;2026-04-08\|27.35\|3.87\|27.15\|27.50\|26.55\|1036675;2026-04-09\|28.00\|2.38\|27.00\|28.05\|26.40\|952071;2026-04-10\|29.19\|4.25\|29.34\|29.85\|28.10\|1151843;2026-04-13\|32.11\|10.00\|29.07\|32.11\|28.99\|1209739;2026-04-14\|32.47\|1.12\|33.07\|33.30\|31.94\|1738279;2026-04-15\|31.10\|-4.22\|31.80\|32.90\|30.88\|1378014;2026-04-16\|33.00\|6.11\|32.12\|33.87\|31.82\|1702501;2026-04-17\|33.50\|1.52\|32.65\|34.50\|32.37\|1552061;2026-04-20\|31.71\|-5.34\|33.08\|33.28\|31.50\|1718987;2026-04-21\|31.75\|0.13\|31.71\|32.05\|31.20\|1005176;2026-04-22\|32.25\|1.57\|31.50\|32.32\|31.03\|1360090;2026-04-23\|33.52\|3.94\|32.80\|34.40\|32.73\|1603687;2026-04-24\|33.00\|-1.55\|33.50\|33.69\|31.81\|1283901;2026-04-27\|33.44\|1.33\|33.88\|35.21\|33.20\|1347029;2026-04-28\|34.50\|3.17\|33.62\|35.37\|33.46\|1484054;2026-04-29\|35.70\|3.48\|34.18\|36.26\|34.15\|1771971;2026-04-30\|34.50\|-3.36\|35.65\|35.67\|32.70\|1867694;2026-05-06\|37.00\|7.25\|35.20\|37.78\|35.20\|1652310;2026-05-07\|37.93\|2.51\|37.01\|38.43\|36.40\|1334336;2026-05-08\|38.00\|0.18\|37.45\|38.70\|36.83\|1156005;2026-05-11\|38.01\|0.03\|38.49\|39.88\|36.98\|1562436;2026-05-12\|37.82\|-0.50\|37.90\|38.01\|36.02\|1361856;2026-05-13\|38.10\|0.74\|37.00\|38.38\|36.50\|1329007;2026-05-14\|37.62\|-1.26\|39.30\|39.30\|36.90\|1555877;2026-05-15\|33.86\|-9.99\|37.60\|38.00\|33.86\|2086697;2026-05-18\|34.14\|0.83\|33.80\|34.82\|32.88\|1380053;2026-05-19\|34.90\|2.23\|33.93\|35.06\|32.71\|1305090;2026-05-20\|35.11\|0.60\|34.77\|35.98\|34.50\|1066972;2026-05-21\|35.52\|1.17\|35.50\|37.80\|35.12\|1800636;2026-05-22\|38.35\|7.97\|35.80\|38.35\|35.80\|1715411;2026-05-25\|39.42\|2.79\|38.97\|39.50\|37.80\|1580696;2026-05-26\|41.28\|4.72\|38.99\|42.95\|38.98\|1950592;2026-05-27\|39.53\|-3.80\|41.29\|41.42\|39.00\|1262841;2026-05-28\|43.48\|9.99\|39.27\|43.48\|38.69\|1762793;2026-05-29\|42.10\|-3.17\|43.48\|43.98\|42.01\|1675785;2026-06-01\|38.32\|-8.98\|41.29\|41.66\|37.90\|2146854;2026-06-02\|38.90\|1.51\|37.56\|39.64\|37.30\|1778027;2026-06-03\|37.91\|-2.54\|38.80\|40.15\|37.20\|1858187;2026-06-04\|38.39\|1.27\|37.32\|39.17\|36.50\|1562319;2026-06-05\|36.96\|-3.72\|38.00\|39.39\|36.83\|1448798;2026-06-08\|35.56\|-3.79\|34.13\|36.66\|34.13\|1146994;2026-06-09\|39.12\|10.01\|37.07\|39.12\|37.00\|1801910;2026-06-10\|39.37\|0.64\|40.00\|40.72\|38.90\|2090866;2026-06-11\|41.07\|4.32\|39.11\|41.70\|38.00\|1907052;2026-06-12\|41.61\|1.31\|42.50\|44.16\|41.31\|2092437;2026-06-15\|45.77\|10.00\|43.00\|45.77\|41.47\|1576593;2026-06-16\|49.64\|8.46\|46.94\|50.20\|46.00\|2417129;2026-06-17\|54.60\|9.99\|49.00\|54.60\|49.00\|1309598;2026-06-18\|53.50\|-2.01\|53.00\|54.99\|51.30\|2633731;2026-06-22\|58.38\|9.12\|54.00\|58.65\|54.00\|2095587;2026-06-23\|58.93\|0.94\|59.50\|62.60\|57.16\|2359120;2026-06-24\|64.82\|9.99\|58.00\|64.82\|57.75\|1709557;2026-06-25\|70.80\|9.23\|66.10\|71.30\|65.66\|2148511;2026-06-26\|74.12\|4.69\|71.00\|77.20\|70.12\|2270676;2026-06-29\|70.98\|-4.24\|75.53\|75.53\|66.80\|2496641;2026-06-30\|72.88\|2.68\|68.50\|76.99\|68.01\|2218754;2026-07-01\|70.27\|-3.58\|73.96\|75.03\|69.51\|1858164;2026-07-02\|67.82\|-3.49\|67.80\|71.95\|63.25\|1854938;2026-07-03\|70.90\|4.54\|68.18\|74.60\|65.51\|2321014;2026-07-06\|63.81\|-10.00\|71.88\|72.80\|63.81\|2377318;2026-07-07\|60.00\|-5.97\|63.37\|64.21\|58.73\|2149632;2026-07-08\|56.06\|-6.57\|60.96\|61.54\|55.27\|1988326;2026-07-09\|58.70\|4.71\|57.00\|58.86\|54.03\|2491450;2026-07-10\|55.70\|-5.11\|58.38\|63.00\|55.67\|2451166
115035	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	涨停揭秘：PPE树脂停产致PCB上游材料持续涨价，检测设备需求同步释放；涨停缘由：全球最大PPE树脂产区停产，覆铜板、半固化片等关键材料价格持续上涨，PCB厂商提价转嫁成本并加速良率管控；公司PCB检测业务2025年营收同比+50.03%，绑定鹏鼎控股、深南电路等头部客户，设备渗透率提升；资金逻辑：资金聚焦PCB产业链中游设备环节，正业科技获主力与游资共同推升，早盘快速封板，成交额达10.41亿元，量价配合良好；风险提示：检测设备订单周期较长，业绩兑现存在滞后性；PCB行业整体产能利用率尚未全面回升，设备采购或偏谨慎	公司主营工业检测智能装备，深耕锂电、PCB、平板显示三大行业，PCB检测自动化业务2025年营收同比增长50.03%，与鹏鼎控股、深南电路等头部客户长期合作	2026-03-03\|8.76\|-3.52\|9.10\|9.27\|8.71\|245169;2026-03-04\|8.65\|-1.26\|8.67\|8.87\|8.54\|145325;2026-03-05\|9.03\|4.39\|8.85\|9.16\|8.85\|217667;2026-03-06\|9.07\|0.44\|9.02\|9.09\|8.85\|128522;2026-03-09\|8.94\|-1.43\|8.90\|9.00\|8.64\|181673;2026-03-10\|9.22\|3.13\|9.05\|9.24\|9.04\|191480;2026-03-11\|9.18\|-0.43\|9.20\|9.34\|9.15\|154592;2026-03-12\|8.97\|-2.29\|9.22\|9.23\|8.87\|174940;2026-03-13\|9.00\|0.33\|8.94\|9.15\|8.88\|133839;2026-03-16\|9.21\|2.33\|8.95\|9.21\|8.90\|146064;2026-03-17\|8.84\|-4.02\|9.22\|9.28\|8.83\|144467;2026-03-18\|9.00\|1.81\|8.94\|9.02\|8.80\|123936;2026-03-19\|8.60\|-4.44\|8.91\|8.91\|8.55\|163885;2026-03-20\|8.34\|-3.02\|8.61\|8.74\|8.32\|143902;2026-03-23\|7.77\|-6.83\|8.20\|8.31\|7.65\|172019;2026-03-24\|8.07\|3.86\|7.93\|8.07\|7.66\|150522;2026-03-25\|8.16\|1.12\|8.10\|8.24\|8.07\|121326;2026-03-26\|8.06\|-1.23\|8.15\|8.29\|8.01\|123575;2026-03-27\|8.21\|1.86\|7.98\|8.29\|7.91\|94268;2026-03-30\|8.19\|-0.24\|8.10\|8.21\|7.99\|100847;2026-03-31\|7.93\|-3.17\|8.18\|8.27\|7.91\|101969;2026-04-01\|8.07\|1.77\|8.12\|8.16\|8.00\|77770;2026-04-02\|7.81\|-3.22\|8.04\|8.09\|7.75\|78844;2026-04-03\|7.61\|-2.56\|7.84\|7.90\|7.59\|82768;2026-04-07\|7.90\|3.81\|7.63\|7.97\|7.63\|120290;2026-04-08\|8.34\|5.57\|8.13\|8.36\|8.06\|113185;2026-04-09\|8.51\|2.04\|8.28\|8.78\|8.21\|211771;2026-04-10\|8.64\|1.53\|8.54\|8.84\|8.51\|188478;2026-04-13\|8.66\|0.23\|8.60\|8.79\|8.54\|140125;2026-04-14\|8.83\|1.96\|8.68\|8.84\|8.60\|138489;2026-04-15\|8.98\|1.70\|8.91\|9.15\|8.74\|258084;2026-04-16\|9.63\|7.24\|8.97\|9.82\|8.97\|612484;2026-04-17\|9.81\|1.87\|9.60\|10.35\|9.54\|605800;2026-04-20\|9.87\|0.61\|9.79\|10.02\|9.60\|404226;2026-04-21\|10.11\|2.43\|9.78\|10.15\|9.65\|396166;2026-04-22\|9.96\|-1.48\|9.97\|10.15\|9.90\|313313;2026-04-23\|9.57\|-3.92\|9.90\|9.97\|9.48\|341265;2026-04-24\|9.64\|0.73\|9.53\|9.70\|9.37\|192394;2026-04-27\|9.95\|3.22\|9.58\|9.98\|9.49\|216329;2026-04-28\|9.87\|-0.80\|9.86\|9.99\|9.79\|146805;2026-04-29\|10.01\|1.42\|9.80\|10.12\|9.55\|221000;2026-04-30\|9.92\|-0.90\|9.96\|10.06\|9.83\|157301;2026-05-06\|10.17\|2.52\|10.06\|10.33\|10.01\|214710;2026-05-07\|10.36\|1.87\|10.12\|10.46\|10.08\|222732;2026-05-08\|10.06\|-2.90\|10.26\|10.28\|10.00\|203187;2026-05-11\|10.21\|1.49\|10.06\|10.32\|10.01\|163706;2026-05-12\|10.19\|-0.20\|10.20\|10.22\|9.91\|154989;2026-05-13\|10.50\|3.04\|10.14\|10.52\|10.02\|238118;2026-05-14\|10.48\|-0.19\|10.53\|11.25\|10.46\|355454;2026-05-15\|10.13\|-3.34\|10.39\|10.52\|9.99\|271776;2026-05-18\|10.16\|0.30\|10.02\|10.33\|10.00\|167715;2026-05-19\|10.26\|0.98\|10.04\|10.28\|9.95\|162705;2026-05-20\|10.14\|-1.17\|10.22\|10.22\|9.95\|117377;2026-05-21\|9.69\|-4.44\|10.12\|10.50\|9.68\|218952;2026-05-22\|10.94\|12.90\|9.79\|11.37\|9.79\|619670;2026-05-25\|11.35\|3.75\|11.67\|12.29\|11.03\|807303;2026-05-26\|11.58\|2.03\|11.50\|12.00\|11.30\|764888;2026-05-27\|11.19\|-3.37\|11.82\|12.09\|11.06\|535462;2026-05-28\|12.32\|10.10\|10.91\|12.60\|10.87\|776350;2026-05-29\|12.03\|-2.35\|12.14\|12.39\|11.44\|775675;2026-06-01\|11.75\|-2.33\|11.60\|12.63\|11.60\|707273;2026-06-02\|12.80\|8.94\|11.42\|12.97\|11.10\|985930;2026-06-03\|12.13\|-5.23\|12.40\|12.72\|11.94\|737387;2026-06-04\|12.15\|0.16\|11.93\|12.80\|11.65\|657778;2026-06-05\|12.01\|-1.15\|11.80\|12.40\|11.27\|653091;2026-06-08\|11.33\|-5.66\|11.40\|12.00\|11.18\|465850;2026-06-09\|11.59\|2.29\|11.52\|12.11\|11.39\|542292;2026-06-10\|11.18\|-3.54\|11.41\|11.69\|11.00\|379983;2026-06-11\|10.84\|-3.04\|10.99\|11.24\|10.67\|354321;2026-06-12\|10.70\|-1.29\|11.06\|12.10\|10.62\|589158;2026-06-15\|11.80\|10.28\|10.89\|11.93\|10.86\|537461;2026-06-16\|12.99\|10.08\|12.15\|13.50\|11.65\|771052;2026-06-17\|13.26\|2.08\|12.82\|13.62\|12.72\|606356;2026-06-18\|12.89\|-2.79\|13.13\|13.18\|12.78\|470627;2026-06-22\|12.85\|-0.31\|13.00\|13.22\|12.52\|422975;2026-06-23\|12.40\|-3.50\|12.61\|12.68\|12.16\|303312;2026-06-24\|12.17\|-1.85\|12.31\|12.51\|11.87\|306574;2026-06-25\|11.85\|-2.63\|12.31\|12.35\|11.53\|344984;2026-06-26\|11.86\|0.08\|12.03\|12.48\|11.43\|522256;2026-06-29\|10.59\|-10.71\|11.88\|12.17\|10.25\|588687;2026-06-30\|11.07\|4.53\|10.62\|11.13\|10.52\|406922;2026-07-01\|10.64\|-3.88\|11.08\|11.10\|10.56\|336923;2026-07-02\|10.26\|-3.57\|10.48\|10.80\|10.16\|256200;2026-07-03\|9.79\|-4.58\|10.29\|10.35\|9.79\|255453;2026-07-06\|9.13\|-6.74\|9.81\|9.84\|8.99\|279838;2026-07-07\|8.86\|-2.96\|9.11\|9.43\|8.80\|234833;2026-07-08\|8.56\|-3.39\|8.88\|8.95\|8.34\|206386;2026-07-09\|8.65\|1.05\|8.59\|8.72\|8.13\|211276;2026-07-10\|8.47\|-2.08\|8.77\|9.01\|8.46\|270067
115034	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	涨停揭秘：建滔集团发布覆铜板涨价通知，带动上游材料情绪；公司一步式全湿法复合铜箔电镀设备已量产销售，切入宁德时代供应链；涨停缘由：复合铜箔作为4680电池关键材料，2026年装车渗透率有望突破15%；公司设备已获头部电池厂验证，单台年产能达150万平方米，技术壁垒高且先发优势明显；资金逻辑：3月16日涨停当日主力资金净流入占比达12.3%，融资余额单周增长超40%，显示资金抢筹锂电新材料设备稀缺标的；风险提示：复合铜箔量产进度不及预期，设备订单执行周期长，2025年营收仍以传统PCB化学品为主，新业务贡献尚小	1、表面工程专用化学品提供商；公司自研的一步式全湿法复合铜箔电镀设备已经具备了产业化条件并实现销售； 2、公司的PCB水平沉铜专用化学品和PCB化学镍金专用化学品与国外先进水平相当，已经在胜宏科技、健鼎科技、东山精密、建滔集团、中京电子、奥士康和依利安达等公司中实现了量产应用	2026-03-03\|82.80\|-7.86\|88.98\|90.99\|82.18\|40011;2026-03-04\|86.92\|4.98\|82.80\|87.99\|81.90\|35933;2026-03-05\|91.65\|5.44\|88.50\|93.25\|87.00\|49214;2026-03-06\|88.54\|-3.39\|90.91\|91.63\|87.98\|27336;2026-03-09\|85.43\|-3.51\|86.85\|87.05\|82.66\|31389;2026-03-10\|88.88\|4.04\|87.14\|89.88\|86.27\|28825;2026-03-11\|86.03\|-3.21\|88.88\|89.00\|85.20\|25595;2026-03-12\|88.61\|3.00\|86.49\|88.85\|84.79\|35110;2026-03-13\|85.01\|-4.06\|89.00\|89.00\|84.99\|23745;2026-03-16\|93.50\|9.99\|83.21\|94.88\|83.21\|79443;2026-03-17\|87.40\|-6.52\|93.00\|93.00\|87.19\|47436;2026-03-18\|89.17\|2.03\|87.40\|89.19\|84.60\|36011;2026-03-19\|78.50\|-11.97\|87.35\|87.63\|78.01\|56987;2026-03-20\|79.00\|0.64\|78.30\|83.00\|77.20\|41518;2026-03-23\|72.71\|-7.96\|76.62\|79.14\|72.00\|36526;2026-03-24\|76.99\|5.89\|74.29\|77.50\|72.50\|28891;2026-03-25\|78.73\|2.26\|78.52\|79.80\|77.69\|21001;2026-03-26\|76.28\|-3.11\|78.80\|79.20\|75.82\|13270;2026-03-27\|78.20\|2.52\|74.18\|79.87\|74.18\|24118;2026-03-30\|78.72\|0.67\|76.90\|79.03\|76.02\|18963;2026-03-31\|76.77\|-2.48\|78.00\|79.50\|76.60\|11569;2026-04-01\|77.23\|0.60\|78.47\|79.30\|76.00\|20751;2026-04-02\|74.80\|-3.15\|77.24\|79.00\|73.86\|21843;2026-04-03\|74.50\|-0.40\|74.80\|76.89\|74.00\|13129;2026-04-07\|76.65\|2.89\|75.50\|78.71\|74.83\|21871;2026-04-08\|79.13\|3.24\|79.00\|79.60\|78.08\|24877;2026-04-09\|80.37\|1.57\|79.00\|81.08\|77.80\|24775;2026-04-10\|83.50\|3.89\|80.25\|85.49\|80.25\|36104;2026-04-13\|88.95\|6.53\|82.58\|90.50\|82.58\|55406;2026-04-14\|90.33\|1.55\|91.00\|91.14\|88.00\|42549;2026-04-15\|91.80\|1.63\|90.36\|93.52\|90.28\|44170;2026-04-16\|96.49\|5.11\|92.97\|97.50\|90.30\|55711;2026-04-17\|100.50\|4.16\|96.50\|103.79\|93.60\|82782;2026-04-20\|96.84\|-3.64\|100.00\|100.46\|89.61\|76437;2026-04-21\|95.61\|-1.27\|97.99\|98.19\|94.60\|47216;2026-04-22\|97.60\|2.08\|95.90\|100.77\|94.61\|54269;2026-04-23\|95.19\|-2.47\|97.50\|97.50\|91.80\|42099;2026-04-24\|94.17\|-1.07\|94.25\|95.88\|90.40\|39892;2026-04-27\|96.60\|2.58\|94.64\|98.93\|93.62\|41768;2026-04-28\|95.53\|-1.11\|97.10\|99.49\|93.71\|37585;2026-04-29\|97.08\|1.62\|94.58\|98.48\|94.00\|32816;2026-04-30\|99.49\|2.48\|97.85\|99.88\|95.13\|38856;2026-05-06\|103.60\|4.13\|100.60\|104.48\|99.05\|51324;2026-05-07\|107.58\|3.84\|103.99\|109.00\|103.00\|44516;2026-05-08\|110.12\|2.36\|107.61\|112.29\|107.61\|36281;2026-05-11\|114.70\|4.16\|112.00\|118.46\|110.12\|55213;2026-05-12\|115.54\|0.73\|114.00\|117.00\|112.80\|35865;2026-05-13\|118.29\|2.38\|113.80\|119.80\|113.80\|49340;2026-05-14\|124.30\|5.08\|117.16\|129.53\|117.16\|72369;2026-05-15\|122.36\|-1.56\|123.45\|128.00\|120.08\|43670;2026-05-18\|131.87\|7.77\|122.53\|132.00\|120.53\|46227;2026-05-19\|136.00\|3.13\|132.52\|138.93\|131.20\|69294;2026-05-20\|134.69\|-0.96\|137.80\|137.82\|129.50\|46689;2026-05-21\|123.48\|-8.32\|140.00\|143.00\|122.90\|62758;2026-05-22\|136.65\|10.67\|123.48\|138.50\|123.48\|55774;2026-05-25\|144.88\|6.02\|140.00\|146.00\|134.69\|48283;2026-05-26\|141.88\|-2.07\|144.60\|144.60\|138.48\|34761;2026-05-27\|138.25\|-2.56\|143.41\|143.50\|137.01\|32616;2026-05-28\|134.10\|-3.00\|137.64\|138.92\|131.87\|35473;2026-05-29\|133.93\|-0.13\|136.78\|141.78\|132.18\|39831;2026-06-01\|133.99\|0.04\|135.79\|139.48\|131.50\|39569;2026-06-02\|129.12\|-3.63\|133.83\|135.43\|123.03\|51685;2026-06-03\|120.96\|-6.32\|129.12\|131.80\|118.98\|67223;2026-06-04\|138.05\|14.13\|120.96\|139.20\|120.96\|56838;2026-06-05\|135.10\|-2.14\|136.22\|141.32\|133.80\|44187;2026-06-08\|133.62\|-1.10\|128.00\|140.00\|127.06\|55096;2026-06-09\|142.18\|6.41\|138.50\|142.50\|134.06\|44796;2026-06-10\|144.38\|1.55\|140.85\|146.30\|139.15\|39775;2026-06-11\|145.36\|0.68\|142.77\|149.28\|139.18\|40502;2026-06-12\|139.44\|-4.07\|150.00\|154.55\|135.00\|61367;2026-06-15\|155.88\|11.79\|142.46\|155.89\|141.00\|61783;2026-06-16\|173.11\|11.05\|159.87\|182.00\|154.00\|73643;2026-06-17\|176.00\|1.67\|171.00\|178.47\|168.00\|52975;2026-06-18\|175.44\|-0.32\|171.00\|177.80\|165.00\|42801;2026-06-22\|170.08\|-3.06\|179.87\|180.34\|164.83\|46438;2026-06-23\|161.00\|-5.34\|168.03\|168.03\|159.00\|36414;2026-06-24\|161.97\|0.60\|159.31\|162.87\|155.00\|32365;2026-06-25\|172.38\|6.43\|166.82\|175.00\|164.21\|37063;2026-06-26\|188.61\|9.42\|177.00\|195.88\|173.80\|67681;2026-06-29\|192.04\|1.82\|189.93\|201.69\|177.77\|76354;2026-06-30\|198.44\|3.33\|193.55\|198.88\|184.00\|56083;2026-07-01\|213.50\|7.59\|205.98\|218.00\|200.00\|72367;2026-07-02\|201.80\|-5.48\|196.00\|215.02\|186.00\|54166;2026-07-03\|197.46\|-2.15\|200.01\|210.00\|193.13\|40977;2026-07-06\|188.89\|-4.34\|201.40\|215.00\|187.61\|63299;2026-07-07\|179.44\|-5.00\|188.67\|191.12\|175.00\|53796;2026-07-08\|185.90\|3.60\|181.20\|195.00\|174.48\|61207;2026-07-09\|193.87\|4.29\|192.37\|195.00\|182.00\|37880;2026-07-10\|190.10\|-1.94\|200.06\|213.68\|190.00\|5764547
115033	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	涨停揭秘：国内最大PCB电镀设备厂商，市占率超50%，受益于英伟达GTC大会催化AI服务器硬件链补涨，HDI/封装基板扩产拉动高端电镀设备需求；涨停缘由：AI服务器PCB层数与铜厚提升带动VCP设备增量需求、载板与先进封装扩产加速、国产替代替代进程加快；资金逻辑：PCB板块资金回流，东威科技融资余额持续攀升，主力资金近5日净流入超千万，技术面突破关键压力位；风险提示：PCB行业周期性较强，下游客户资本开支节奏易受宏观影响，公司订单能见度受限于客户排产计划	国内最大的 PCB 电镀设备生产厂商；公司专注于高端精密电镀设备研发、生产与销售；其产品如 VCP 设备、水平镀三合一设备等，广泛用于刚性板、柔性板、HDI 板等的除胶、化铜、电镀工艺，在综合 PCB100 强客户中覆盖率极高，国内市场占有率超 50%	2026-03-03\|41.07\|-7.35\|44.46\|44.61\|40.91\|106811;2026-03-04\|40.11\|-2.34\|40.40\|41.66\|39.98\|74122;2026-03-05\|40.69\|1.45\|41.08\|42.30\|40.19\|76561;2026-03-06\|40.12\|-1.40\|40.40\|41.00\|39.40\|62979;2026-03-09\|38.38\|-4.34\|38.90\|38.95\|36.87\|125111;2026-03-10\|40.26\|4.90\|39.16\|40.27\|39.14\|80167;2026-03-11\|43.92\|9.09\|40.65\|44.52\|40.41\|180778;2026-03-12\|47.17\|7.40\|46.00\|47.68\|44.00\|328862;2026-03-13\|48.22\|2.23\|47.00\|49.30\|46.38\|242618;2026-03-16\|53.89\|11.76\|48.22\|54.08\|46.60\|324563;2026-03-17\|50.80\|-5.73\|51.94\|54.52\|50.50\|184188;2026-03-18\|53.86\|6.02\|51.50\|54.18\|51.50\|235603;2026-03-19\|52.90\|-1.78\|51.80\|54.44\|51.33\|171748;2026-03-20\|51.07\|-3.46\|53.70\|55.77\|51.00\|211587;2026-03-23\|48.87\|-4.31\|50.31\|51.76\|48.45\|181742;2026-03-24\|54.21\|10.93\|50.88\|54.21\|49.11\|195399;2026-03-25\|54.31\|0.18\|54.50\|56.55\|53.58\|138620;2026-03-26\|52.51\|-3.31\|54.16\|54.68\|52.16\|122934;2026-03-27\|52.04\|-0.90\|51.25\|53.60\|50.40\|95966;2026-03-30\|51.55\|-0.94\|51.61\|51.89\|49.86\|89708;2026-03-31\|48.94\|-5.06\|51.04\|52.17\|48.46\|123386;2026-04-01\|51.98\|6.21\|51.02\|52.26\|49.00\|127328;2026-04-02\|51.60\|-0.73\|51.00\|53.50\|49.64\|142428;2026-04-03\|51.71\|0.21\|51.29\|53.50\|50.79\|127359;2026-04-07\|56.20\|8.68\|52.00\|56.50\|51.67\|204069;2026-04-08\|58.30\|3.74\|57.97\|58.87\|56.01\|196836;2026-04-09\|58.84\|0.93\|57.66\|60.89\|57.50\|168649;2026-04-10\|58.59\|-0.42\|58.87\|59.74\|58.00\|114611;2026-04-13\|58.93\|0.58\|58.90\|62.21\|57.98\|155504;2026-04-14\|61.06\|3.61\|59.00\|61.49\|57.00\|145814;2026-04-15\|58.13\|-4.80\|61.25\|61.49\|57.61\|126248;2026-04-16\|58.36\|0.40\|58.27\|58.96\|56.77\|96228;2026-04-17\|61.56\|5.48\|58.50\|63.33\|58.13\|152552;2026-04-20\|60.23\|-2.16\|61.84\|63.90\|59.21\|129613;2026-04-21\|63.35\|5.18\|59.76\|63.79\|59.55\|157355;2026-04-22\|65.00\|2.60\|63.01\|65.85\|62.60\|157407;2026-04-23\|64.35\|-1.00\|64.50\|66.85\|63.10\|119660;2026-04-24\|61.92\|-3.78\|64.03\|64.35\|60.28\|117287;2026-04-27\|66.52\|7.43\|62.00\|67.40\|61.74\|141120;2026-04-28\|61.30\|-7.85\|64.86\|65.47\|60.58\|187250;2026-04-29\|62.40\|1.79\|61.00\|62.85\|58.30\|176617;2026-04-30\|61.10\|-2.08\|62.40\|62.50\|60.50\|121154;2026-05-06\|63.30\|3.60\|62.50\|64.49\|61.10\|154595;2026-05-07\|63.92\|0.98\|63.69\|64.97\|61.51\|132729;2026-05-08\|62.00\|-3.00\|62.62\|63.40\|60.68\|143866;2026-05-11\|65.60\|5.81\|62.40\|67.40\|62.01\|160932;2026-05-12\|66.80\|1.83\|65.67\|67.15\|64.01\|125549;2026-05-13\|71.23\|6.63\|65.20\|71.68\|64.05\|195118;2026-05-14\|67.02\|-5.91\|71.78\|71.78\|66.66\|149504;2026-05-15\|77.00\|14.89\|67.99\|80.42\|67.12\|343056;2026-05-18\|72.85\|-5.39\|76.80\|76.90\|72.37\|174855;2026-05-19\|74.45\|2.20\|73.30\|74.56\|69.86\|157261;2026-05-20\|72.35\|-2.82\|73.50\|74.40\|71.85\|111700;2026-05-21\|70.07\|-3.15\|76.96\|78.98\|69.81\|192320;2026-05-22\|80.45\|14.81\|71.40\|81.44\|71.40\|273208;2026-05-25\|83.48\|3.77\|84.00\|84.99\|80.99\|188068;2026-05-26\|84.56\|1.29\|83.18\|85.00\|79.00\|165598;2026-05-27\|87.14\|3.05\|84.56\|90.00\|83.20\|201995;2026-05-28\|88.45\|1.50\|85.00\|91.30\|84.88\|162571;2026-05-29\|82.38\|-6.86\|89.29\|90.97\|81.50\|169633;2026-06-01\|79.99\|-2.90\|83.55\|85.99\|79.73\|149068;2026-06-02\|86.27\|7.85\|79.89\|87.99\|78.85\|141331;2026-06-03\|87.00\|0.85\|85.66\|91.30\|84.50\|140696;2026-06-04\|92.00\|5.75\|85.68\|95.00\|83.75\|150774;2026-06-05\|87.80\|-4.57\|91.41\|93.46\|87.10\|154288;2026-06-08\|84.80\|-3.42\|83.57\|88.59\|81.50\|134660;2026-06-09\|90.03\|6.17\|86.60\|91.00\|85.20\|133713;2026-06-10\|93.09\|3.40\|88.00\|93.33\|85.10\|166537;2026-06-11\|83.54\|-10.26\|90.24\|91.65\|81.60\|190517;2026-06-12\|81.13\|-2.88\|86.00\|88.28\|80.50\|182675;2026-06-15\|87.31\|7.62\|81.83\|87.50\|80.49\|172475;2026-06-16\|97.87\|12.09\|88.90\|98.63\|88.00\|206798;2026-06-17\|99.77\|1.94\|96.90\|102.74\|95.19\|158234;2026-06-18\|101.45\|1.68\|96.00\|102.93\|95.00\|162441;2026-06-22\|96.17\|-5.20\|100.50\|103.88\|94.58\|179975;2026-06-23\|89.90\|-6.52\|94.14\|95.30\|89.22\|164799;2026-06-24\|91.90\|2.22\|89.90\|93.38\|88.03\|140921;2026-06-25\|93.00\|1.20\|93.80\|93.95\|90.01\|147424;2026-06-26\|96.31\|3.56\|92.00\|98.21\|88.44\|214477;2026-06-29\|85.03\|-11.71\|96.31\|97.00\|81.13\|272021;2026-06-30\|89.40\|5.14\|85.01\|89.75\|84.55\|176677;2026-07-01\|83.66\|-6.42\|91.00\|92.20\|82.60\|184666;2026-07-02\|78.58\|-6.07\|81.15\|83.19\|77.80\|163440;2026-07-03\|77.60\|-1.25\|78.00\|81.30\|75.80\|114080;2026-07-06\|78.18\|0.75\|78.88\|82.48\|75.60\|113973;2026-07-07\|74.11\|-5.21\|77.98\|78.90\|72.30\|159402;2026-07-08\|73.19\|-1.24\|75.73\|77.60\|71.48\|107063;2026-07-09\|76.11\|3.99\|75.19\|76.38\|71.50\|133783;2026-07-10\|72.42\|-4.85\|77.43\|78.75\|72.35\|12810944
115032	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	涨停揭秘：建滔积层板发布涨价函催化PCB上游材料涨价预期，公司HVLP5铜箔正处客户验证阶段，属高频高速PCB关键材料；涨停缘由：PCB行业景气度回升叠加原材料涨价预期强化，HVLP铜箔为AI服务器、高速通信设备必备材料，验证进展引发补涨预期；资金逻辑：小市值+高弹性特征显著，近期资金聚焦PCB板块轮动，主力净流入明显，机构持仓低位，易获游资接力；风险提示：HVLP5铜箔尚未形成收入，验证周期及结果存在不确定性，板块内部分化加剧，需警惕高位滞涨个股回调压力	公司HVLP5铜箔目前正在客户验证测试中，目前尚未形成收入	2026-03-03\|54.51\|-4.62\|57.18\|58.42\|54.38\|130477;2026-03-04\|52.93\|-2.90\|54.08\|55.49\|52.50\|84372;2026-03-05\|51.50\|-2.70\|54.20\|54.20\|50.87\|82696;2026-03-06\|50.60\|-1.75\|50.82\|51.99\|50.03\|50494;2026-03-09\|48.50\|-4.15\|49.39\|49.50\|46.06\|82258;2026-03-10\|50.57\|4.27\|49.90\|51.44\|48.65\|65115;2026-03-11\|52.02\|2.87\|50.82\|55.40\|50.71\|110747;2026-03-12\|50.44\|-3.04\|52.00\|53.10\|49.72\|64350;2026-03-13\|54.22\|7.49\|49.95\|54.57\|49.56\|123701;2026-03-16\|59.00\|8.82\|54.00\|60.50\|52.35\|233408;2026-03-17\|56.21\|-4.73\|59.28\|61.49\|56.21\|173369;2026-03-18\|58.34\|3.79\|57.33\|59.00\|54.43\|152977;2026-03-19\|55.32\|-5.18\|56.00\|56.38\|54.49\|113665;2026-03-20\|53.09\|-4.03\|55.81\|56.30\|53.00\|88459;2026-03-23\|50.10\|-5.63\|51.03\|53.64\|49.50\|104897;2026-03-24\|52.37\|4.53\|51.37\|52.70\|48.46\|83720;2026-03-25\|52.19\|-0.34\|52.50\|54.15\|51.50\|78531;2026-03-26\|51.97\|-0.42\|52.15\|55.54\|51.15\|106323;2026-03-27\|52.91\|1.81\|51.37\|54.43\|49.80\|87910;2026-03-30\|52.37\|-1.02\|51.52\|53.36\|51.50\|54567;2026-03-31\|49.10\|-6.24\|52.00\|52.22\|48.78\|92820;2026-04-01\|50.68\|3.22\|50.18\|51.40\|49.63\|69415;2026-04-02\|47.55\|-6.18\|50.08\|50.23\|47.00\|70307;2026-04-03\|47.17\|-0.80\|47.87\|50.21\|47.11\|57947;2026-04-07\|48.30\|2.40\|47.50\|49.51\|47.25\|69994;2026-04-08\|53.30\|10.35\|50.00\|53.48\|49.10\|112189;2026-04-09\|54.40\|2.06\|52.01\|55.30\|51.89\|100851;2026-04-10\|54.33\|-0.13\|54.04\|55.38\|54.00\|81488;2026-04-13\|55.65\|2.43\|53.70\|56.12\|53.69\|79336;2026-04-14\|56.71\|1.90\|55.77\|57.45\|55.37\|83140;2026-04-15\|57.62\|1.60\|56.60\|60.20\|56.60\|127784;2026-04-16\|57.48\|-0.24\|57.74\|58.88\|56.70\|79349;2026-04-17\|58.00\|0.90\|57.13\|59.20\|56.66\|64226;2026-04-20\|58.99\|1.71\|58.26\|62.46\|58.20\|103728;2026-04-21\|62.79\|6.44\|58.86\|64.20\|57.92\|150077;2026-04-22\|63.25\|0.73\|63.32\|68.57\|61.99\|153362;2026-04-23\|59.81\|-5.44\|63.25\|63.80\|59.72\|108290;2026-04-24\|57.97\|-3.08\|59.81\|60.30\|57.13\|70968;2026-04-27\|61.29\|5.73\|57.71\|62.88\|57.20\|121164;2026-04-28\|62.70\|2.30\|61.00\|64.59\|60.33\|127873;2026-04-29\|65.11\|3.84\|61.25\|66.17\|61.25\|145807;2026-04-30\|62.49\|-4.02\|64.00\|64.28\|61.16\|124332;2026-05-06\|66.13\|5.82\|62.83\|67.98\|61.89\|135441;2026-05-07\|73.99\|11.89\|65.48\|75.50\|63.63\|198747;2026-05-08\|72.31\|-2.27\|72.90\|75.96\|72.00\|144986;2026-05-11\|73.36\|1.45\|72.33\|74.86\|70.87\|131172;2026-05-12\|75.98\|3.57\|73.03\|78.99\|73.03\|136475;2026-05-13\|80.68\|6.19\|74.00\|84.20\|73.00\|185209;2026-05-14\|74.02\|-8.25\|80.35\|81.40\|74.02\|146664;2026-05-15\|72.07\|-2.63\|75.14\|75.99\|71.02\|127076;2026-05-18\|73.82\|2.43\|71.69\|76.00\|70.30\|102224;2026-05-19\|72.14\|-2.28\|73.45\|74.39\|70.01\|86150;2026-05-20\|73.45\|1.82\|70.80\|74.57\|69.59\|110365;2026-05-21\|70.35\|-4.22\|73.90\|76.20\|70.00\|99347;2026-05-22\|77.52\|10.19\|70.85\|80.66\|70.85\|138748;2026-05-25\|84.60\|9.13\|81.45\|85.29\|79.20\|146478;2026-05-26\|82.42\|-2.58\|82.51\|84.03\|78.55\|126452;2026-05-27\|82.20\|-0.27\|82.68\|88.82\|81.61\|156739;2026-05-28\|90.88\|10.56\|82.85\|92.87\|82.85\|174246;2026-05-29\|87.35\|-3.88\|90.00\|91.98\|85.00\|167709;2026-06-01\|80.20\|-8.19\|87.35\|89.35\|80.05\|138566;2026-06-02\|82.00\|2.24\|80.11\|84.60\|77.10\|128944;2026-06-03\|84.12\|2.59\|80.44\|88.71\|80.42\|127673;2026-06-04\|82.17\|-2.32\|82.83\|83.83\|80.13\|98456;2026-06-05\|82.00\|-0.21\|80.60\|85.88\|79.11\|105233;2026-06-08\|77.78\|-5.03\|75.03\|81.44\|74.66\|116852;2026-06-09\|81.26\|4.47\|79.00\|81.70\|78.03\|100235;2026-06-10\|80.26\|-1.23\|79.01\|82.98\|78.14\|95678;2026-06-11\|93.30\|16.25\|79.00\|94.68\|78.08\|215836;2026-06-12\|92.99\|-0.33\|92.82\|99.89\|89.60\|197645;2026-06-15\|97.24\|4.57\|96.00\|100.62\|94.02\|184762;2026-06-16\|109.21\|12.31\|98.50\|113.00\|98.33\|206878;2026-06-17\|103.00\|-5.69\|106.02\|110.50\|101.76\|192630;2026-06-18\|103.17\|0.17\|101.00\|105.19\|99.88\|146582;2026-06-22\|98.90\|-4.14\|103.10\|104.00\|96.67\|151766;2026-06-23\|95.08\|-3.86\|101.00\|101.60\|94.00\|111651;2026-06-24\|99.31\|4.45\|95.45\|100.38\|94.00\|122827;2026-06-25\|99.87\|0.56\|98.79\|102.60\|97.44\|124773;2026-06-26\|93.98\|-5.90\|97.58\|97.58\|91.09\|121068;2026-06-29\|84.64\|-9.94\|93.20\|94.33\|82.30\|142447;2026-06-30\|86.79\|2.54\|84.95\|89.00\|83.10\|93696;2026-07-01\|83.98\|-3.24\|87.83\|89.70\|83.56\|93145;2026-07-02\|78.61\|-6.39\|81.78\|83.60\|78.20\|96060;2026-07-03\|77.80\|-1.03\|78.60\|81.35\|76.09\|85554;2026-07-06\|72.86\|-6.35\|78.96\|80.47\|72.07\|90949;2026-07-07\|69.76\|-4.25\|73.00\|74.00\|68.75\|70135;2026-07-08\|66.13\|-5.20\|69.76\|70.36\|66.00\|61611;2026-07-09\|69.82\|5.58\|68.07\|69.99\|64.00\|77787;2026-07-10\|67.08\|-3.92\|70.14\|71.86\|67.04\|76912
115031	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	电子布涨价+AI算力+季报增长+云南国资行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据证券时报2026年6月15日报道，受益于AI算力需求拉动，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%；据2026年6月11日互动易，公司建有完善的定价机制，产品价格将结合市场需求动态管理。 2、据2026年5月13日机构调研，公司自研低介电二代玻璃纤维布已应用于AI服务器等高端设备领域；目前相关产品产能满负荷运行，在手订单储备充足，正全力推进年产3600万米高频高速电子纤维布项目建设；据2026年5月18日互动易，公司低介电玻璃纤维是制造高速、高频电路板的关键基础材料。 3、据2026年4月28日公告，公司一季度归母净利润2.70亿元，同比增长412.94%，主要系电子布产销规模扩大、产品价格上行、成本控制及产品结构优化综合作用所致。 4、公司控股股东为云天化集团，实控人为云南省国资委。	公司电子级玻璃纤维主要应用于印制电路板，拟投资16.93亿元建设3600万米高频高速电子纤维布项目，切入高端PCB材料	2026-03-03\|12.81\|-7.71\|14.15\|14.33\|12.68\|1949942;2026-03-04\|13.07\|2.03\|12.63\|13.32\|12.60\|1433328;2026-03-05\|12.96\|-0.84\|13.40\|13.48\|12.81\|1677348;2026-03-06\|12.54\|-3.24\|12.87\|12.99\|12.44\|1400437;2026-03-09\|12.51\|-0.24\|12.23\|12.60\|11.90\|1423866;2026-03-10\|12.99\|3.84\|12.70\|13.31\|12.65\|2709505;2026-03-11\|12.60\|-3.00\|13.20\|13.40\|12.55\|1819658;2026-03-12\|12.22\|-3.02\|12.42\|12.98\|12.08\|1545012;2026-03-13\|12.06\|-1.31\|12.13\|12.35\|11.75\|1554263;2026-03-16\|12.14\|0.66\|12.23\|12.25\|11.55\|1240084;2026-03-17\|11.36\|-6.42\|12.06\|12.15\|11.32\|1142646;2026-03-18\|11.80\|3.87\|11.57\|11.85\|11.39\|848110;2026-03-19\|11.29\|-4.32\|11.52\|11.68\|11.22\|753466;2026-03-20\|10.95\|-3.01\|11.49\|11.55\|10.88\|773818;2026-03-23\|10.25\|-6.39\|10.61\|10.78\|10.16\|905239;2026-03-24\|10.80\|5.37\|10.54\|10.81\|10.25\|787749;2026-03-25\|11.12\|2.96\|11.44\|11.89\|10.99\|1376702;2026-03-26\|10.94\|-1.62\|11.07\|11.32\|10.85\|710605;2026-03-27\|11.00\|0.55\|10.74\|11.18\|10.60\|629480;2026-03-30\|11.68\|6.18\|10.80\|11.95\|10.80\|1760978;2026-03-31\|11.28\|-3.42\|11.54\|11.67\|11.22\|1005727;2026-04-01\|11.83\|4.88\|12.38\|12.80\|11.68\|2103227;2026-04-02\|11.33\|-4.23\|11.59\|11.73\|11.23\|1138234;2026-04-03\|11.06\|-2.38\|11.40\|11.63\|11.00\|1001139;2026-04-07\|11.45\|3.53\|11.28\|11.91\|11.27\|1318913;2026-04-08\|12.30\|7.42\|12.17\|12.31\|11.77\|1568977;2026-04-09\|12.52\|1.79\|12.09\|12.78\|11.99\|1719215;2026-04-10\|12.78\|2.08\|12.85\|13.74\|12.78\|2495542;2026-04-13\|14.83\|16.04\|12.67\|15.15\|12.67\|3218202;2026-04-14\|14.86\|0.20\|14.10\|15.28\|14.10\|2954479;2026-04-15\|14.26\|-4.04\|14.63\|15.28\|14.20\|2037204;2026-04-16\|14.38\|0.84\|14.40\|14.58\|13.85\|1804011;2026-04-17\|14.00\|-2.64\|14.00\|14.55\|13.90\|1806774;2026-04-20\|13.87\|-0.93\|13.93\|14.29\|13.68\|1356455;2026-04-21\|14.03\|1.15\|13.88\|14.15\|13.66\|1579716;2026-04-22\|13.99\|-0.29\|13.84\|14.25\|13.53\|1421097;2026-04-23\|14.99\|7.15\|14.91\|15.48\|14.54\|2931866;2026-04-24\|14.74\|-1.67\|14.59\|15.30\|14.20\|1944200;2026-04-27\|15.43\|4.68\|14.72\|15.98\|14.71\|2127065;2026-04-28\|15.92\|3.18\|15.00\|16.80\|14.54\|2805042;2026-04-29\|17.04\|7.04\|15.60\|17.37\|15.30\|2685252;2026-04-30\|16.08\|-5.63\|16.80\|17.10\|15.72\|2221739;2026-05-06\|18.97\|17.97\|16.52\|19.28\|16.52\|2595082;2026-05-07\|19.20\|1.21\|18.88\|19.64\|18.50\|1915872;2026-05-08\|18.60\|-3.12\|18.84\|19.30\|18.31\|1632147;2026-05-11\|18.41\|-1.02\|18.90\|19.27\|17.60\|1732519;2026-05-12\|17.75\|-3.58\|18.19\|18.20\|17.05\|1928452;2026-05-13\|20.32\|14.48\|17.40\|20.58\|17.27\|2809642;2026-05-14\|19.10\|-6.00\|20.00\|20.20\|19.10\|1856959;2026-05-15\|18.71\|-2.04\|19.50\|20.36\|18.43\|2187025;2026-05-18\|18.70\|-0.05\|18.39\|19.44\|17.90\|1520501;2026-05-19\|18.70\|0.00\|18.52\|18.84\|17.67\|1273301;2026-05-20\|18.78\|0.43\|18.37\|19.45\|17.91\|1385615;2026-05-21\|17.81\|-5.17\|19.02\|19.74\|17.76\|1873542;2026-05-22\|20.49\|15.05\|17.93\|20.64\|17.90\|2854616;2026-05-25\|21.56\|5.22\|21.01\|21.83\|20.45\|2157632;2026-05-26\|22.80\|5.75\|20.81\|23.07\|20.55\|2446577;2026-05-27\|21.58\|-5.35\|22.10\|22.79\|21.32\|1610196;2026-05-28\|24.78\|14.83\|21.20\|25.00\|21.20\|2128080;2026-05-29\|23.35\|-5.77\|24.76\|24.87\|23.02\|1771335;2026-06-01\|21.36\|-8.52\|22.86\|23.00\|20.80\|1906086;2026-06-02\|23.18\|8.52\|21.28\|23.66\|20.95\|1865977;2026-06-03\|22.01\|-5.05\|22.93\|23.11\|21.60\|2090548;2026-06-04\|22.69\|3.09\|21.62\|23.30\|21.50\|1609184;2026-06-05\|21.75\|-4.14\|23.00\|23.70\|21.46\|1844223;2026-06-08\|21.98\|1.06\|20.00\|22.15\|20.00\|1505727;2026-06-09\|25.36\|15.38\|23.50\|25.40\|22.88\|2373422;2026-06-10\|25.21\|-0.59\|24.81\|25.89\|24.55\|1836460;2026-06-11\|26.45\|4.92\|25.08\|27.22\|24.30\|1950801;2026-06-12\|28.44\|7.52\|26.95\|30.31\|26.92\|2373924;2026-06-15\|34.13\|20.01\|29.45\|34.13\|29.45\|1904432;2026-06-16\|38.68\|13.33\|35.72\|39.59\|35.72\|2125701;2026-06-17\|40.23\|4.01\|37.20\|43.60\|37.18\|2406839;2026-06-18\|40.89\|1.64\|39.51\|41.78\|38.75\|1820937;2026-06-22\|41.60\|1.74\|41.20\|42.49\|39.88\|1844445;2026-06-23\|38.25\|-8.05\|41.00\|41.50\|37.84\|1737662;2026-06-24\|44.98\|17.59\|38.26\|45.90\|38.26\|2129880;2026-06-25\|47.88\|6.45\|42.95\|49.20\|42.60\|1737232;2026-06-26\|52.27\|9.17\|48.85\|54.10\|48.84\|1778775;2026-06-29\|47.82\|-8.51\|52.27\|52.27\|45.70\|2245847;2026-06-30\|46.67\|-2.40\|47.36\|48.99\|45.30\|1984956;2026-07-01\|46.75\|0.17\|48.00\|48.92\|45.68\|1689901;2026-07-02\|45.19\|-3.30\|43.50\|47.70\|42.90\|1436440;2026-07-03\|46.99\|3.98\|45.00\|50.41\|43.87\|2155540;2026-07-06\|40.66\|-13.47\|47.64\|48.53\|40.32\|2367343;2026-07-07\|40.30\|-0.89\|41.47\|42.31\|39.51\|1570707;2026-07-08\|37.16\|-7.79\|40.90\|41.75\|37.02\|1852004;2026-07-09\|38.85\|4.55\|37.91\|39.77\|36.33\|1845158;2026-07-10\|37.77\|-2.78\|40.12\|43.00\|37.50\|1979192
115030	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	AI服务器电源+PCB+机器人行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月28日投资者关系活动记录表，公司CIPB芯片埋入功率板产品已顺利完成对头部AI服务器电源客户的样品验证，正式进入其供应链体系并开始小批量生产，主要聚焦AI服务器电源一次电源细分市场。 2、据2026年5月22日投资者关系活动记录表，公司控股子公司皖粤光电，拥有 DBC、DPC、AMB 全系列陶瓷基板工艺，具备研发生产AI服务器所需高导热氮化铝陶瓷基板的能力，现阶段主要应用于新能源汽车、光伏储能、光通信、半导体功率器件等高功率、高可靠性、高散热要求的应用场景。 3、据2026年5月22日投资者关系活动记录表2025年度网上业绩说明会，公司通过投资入股智鼎机器人智元机器人旗下企业并与其开展业务合作，为商用清洁机器人等提供定制化PCB解决方案，应用于底盘驱动、电源管理等核心部件。	业内最早攻克5G基站天线用中高频多层板生产技术的少数厂商之一；公司表示布局低空卫星等卫星通信产品，并为国内相关企业研发打样，6G通信用PCB是公司未来主要发展方向之一	2026-03-03\|58.14\|-6.95\|62.99\|63.13\|58.02\|42248;2026-03-04\|60.00\|3.20\|57.24\|61.38\|57.24\|32836;2026-03-05\|60.60\|1.00\|61.50\|62.42\|60.41\|31445;2026-03-06\|60.63\|0.05\|60.51\|61.36\|59.65\|23241;2026-03-09\|58.97\|-2.74\|59.36\|59.50\|57.27\|30546;2026-03-10\|65.56\|11.18\|60.13\|66.60\|60.13\|77569;2026-03-11\|66.52\|1.46\|65.24\|69.98\|65.24\|82797;2026-03-12\|64.20\|-3.49\|66.29\|67.01\|63.85\|47234;2026-03-13\|63.02\|-1.84\|64.00\|64.80\|62.88\|34493;2026-03-16\|70.99\|12.65\|63.00\|72.72\|62.54\|115208;2026-03-17\|66.99\|-5.63\|70.00\|70.33\|66.50\|70417;2026-03-18\|67.97\|1.46\|67.10\|68.80\|66.56\|82741;2026-03-19\|66.52\|-2.13\|64.98\|68.52\|64.52\|55451;2026-03-20\|66.78\|0.39\|68.39\|73.88\|66.63\|97090;2026-03-23\|63.30\|-5.21\|63.50\|66.46\|62.02\|70295;2026-03-24\|66.01\|4.28\|65.50\|66.20\|62.03\|55435;2026-03-25\|67.51\|2.27\|66.90\|69.50\|66.50\|46199;2026-03-26\|67.36\|-0.22\|66.85\|70.77\|66.66\|55402;2026-03-27\|65.83\|-2.27\|65.90\|67.15\|63.50\|50851;2026-03-30\|65.50\|-0.50\|64.66\|67.50\|64.00\|46417;2026-03-31\|62.48\|-4.61\|65.00\|65.80\|61.61\|47824;2026-04-01\|71.52\|14.47\|65.71\|74.98\|65.00\|152162;2026-04-02\|68.73\|-3.90\|70.00\|70.87\|68.37\|105185;2026-04-03\|69.65\|1.34\|69.05\|71.16\|68.34\|85098;2026-04-07\|70.58\|1.34\|69.69\|73.15\|69.69\|74954;2026-04-08\|76.57\|8.49\|72.60\|76.88\|71.05\|116460;2026-04-09\|72.90\|-4.79\|74.62\|75.00\|72.80\|80378;2026-04-10\|73.00\|0.14\|73.40\|75.65\|72.72\|63116;2026-04-13\|76.05\|4.18\|71.80\|76.10\|71.01\|66974;2026-04-14\|74.92\|-1.49\|75.29\|78.08\|74.26\|78170;2026-04-15\|72.17\|-3.67\|75.68\|75.80\|71.81\|69136;2026-04-16\|74.50\|3.23\|72.19\|74.95\|71.51\|66984;2026-04-17\|77.50\|4.03\|72.14\|78.18\|70.59\|100619;2026-04-20\|75.41\|-2.70\|76.11\|76.66\|74.70\|58479;2026-04-21\|75.09\|-0.42\|74.11\|75.70\|73.45\|43059;2026-04-22\|74.71\|-0.51\|76.60\|76.98\|73.90\|45612;2026-04-23\|69.60\|-6.84\|73.80\|74.00\|69.00\|58909;2026-04-24\|68.08\|-2.18\|67.67\|69.50\|67.02\|32010;2026-04-27\|68.73\|0.95\|68.50\|70.20\|68.33\|32802;2026-04-28\|71.58\|4.15\|68.07\|71.59\|65.81\|45675;2026-04-29\|69.70\|-2.63\|70.15\|71.38\|69.70\|37134;2026-04-30\|71.15\|2.08\|70.50\|72.25\|69.75\|33759;2026-05-06\|73.98\|3.98\|71.50\|74.00\|70.60\|41692;2026-05-07\|74.59\|0.82\|73.25\|75.00\|72.85\|39592;2026-05-08\|72.90\|-2.27\|73.85\|74.77\|72.79\|35779;2026-05-11\|73.65\|1.03\|73.30\|74.30\|72.75\|37073;2026-05-12\|79.85\|8.42\|73.94\|80.09\|72.01\|96932;2026-05-13\|88.87\|11.30\|77.82\|91.00\|77.51\|121830;2026-05-14\|84.70\|-4.69\|88.86\|91.98\|84.63\|86043;2026-05-15\|81.98\|-3.21\|86.94\|86.94\|79.77\|61952;2026-05-18\|87.25\|6.43\|81.00\|88.52\|79.90\|80708;2026-05-19\|84.60\|-3.04\|86.06\|87.00\|83.20\|48559;2026-05-20\|86.97\|2.80\|86.05\|89.90\|84.15\|67697;2026-05-21\|88.68\|1.97\|87.92\|93.23\|85.61\|91266;2026-05-22\|96.68\|9.02\|90.65\|99.77\|90.00\|93288;2026-05-25\|97.00\|0.33\|95.72\|99.50\|92.71\|78541;2026-05-26\|90.90\|-6.29\|95.10\|95.10\|86.00\|63923;2026-05-27\|85.00\|-6.49\|89.00\|90.61\|83.74\|55182;2026-05-28\|102.00\|20.00\|85.00\|102.00\|84.11\|105164;2026-05-29\|103.69\|1.66\|105.06\|110.02\|103.00\|113027;2026-06-01\|106.50\|2.71\|104.04\|114.06\|104.04\|95423;2026-06-02\|111.66\|4.85\|105.13\|112.88\|102.19\|101531;2026-06-03\|105.00\|-5.96\|108.00\|113.77\|104.00\|96452;2026-06-04\|109.75\|4.52\|103.04\|112.50\|99.87\|87180;2026-06-05\|113.83\|3.72\|106.40\|115.32\|103.16\|93261;2026-06-08\|96.99\|-14.79\|105.00\|107.07\|96.90\|80763;2026-06-09\|98.67\|1.73\|100.65\|101.00\|94.00\|59790;2026-06-10\|91.79\|-6.97\|95.51\|95.93\|89.20\|56010;2026-06-11\|89.61\|-2.38\|90.29\|93.40\|88.00\|47638;2026-06-12\|87.31\|-2.57\|93.86\|94.66\|87.00\|50244;2026-06-15\|94.22\|7.91\|89.50\|94.87\|89.10\|47905;2026-06-16\|113.06\|20.00\|94.65\|113.06\|93.00\|87307;2026-06-17\|113.92\|0.76\|109.06\|117.53\|108.01\|90897;2026-06-18\|115.25\|1.17\|113.23\|116.68\|111.01\|61251;2026-06-22\|111.91\|-2.90\|117.54\|117.96\|108.52\|53804;2026-06-23\|109.30\|-2.33\|111.57\|112.50\|105.55\|40113;2026-06-24\|82.50\|5.77\|78.44\|83.33\|77.81\|95805;2026-06-25\|82.20\|-0.36\|81.13\|84.45\|78.20\|91753;2026-06-26\|78.00\|-5.11\|81.01\|83.00\|77.58\|60359;2026-06-29\|74.66\|-4.28\|78.09\|80.30\|71.45\|69253;2026-06-30\|86.17\|15.42\|74.66\|86.86\|73.50\|100718;2026-07-01\|80.39\|-6.71\|86.04\|87.60\|79.79\|80126;2026-07-02\|83.00\|3.25\|78.00\|88.60\|77.08\|107610;2026-07-03\|83.40\|0.48\|83.00\|86.20\|79.21\|84769;2026-07-06\|79.70\|-4.44\|83.62\|84.00\|77.88\|67327;2026-07-07\|75.30\|-5.52\|78.88\|81.88\|73.78\|55258;2026-07-08\|72.17\|-4.16\|75.19\|75.86\|70.06\|50704;2026-07-09\|75.05\|3.99\|77.77\|82.30\|71.12\|101849;2026-07-10\|68.40\|-8.86\|75.00\|75.76\|68.11\|91736
115029	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	覆铜板+PCB概念+盐湖提锂参股行业原因：建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%。招商证券研报指出，基于玻纤布、铜箔、覆铜板等原材料持续上涨趋势，预计7月全品类PCB将统一涨价20%至30%以上。公司原因： 1、据2026年6月8日互动易，公司覆铜板上年度年产量近700万张，产品直接用于PCB生产；据2026年4月22日年报，覆铜板业务作为PCB上游，2025年推动营业收入同比增长162.36%至11.56亿元。 2、据2026年6月29日异常波动公告，公司近期经营情况正常，内外部经营环境未发生重大变化，不存在应披露而未披露的重大事项。 3、据2026年5月12日互动易，公司间接参股的中农青海钾盐开发有限公司生产经营正常，主营业务为青海大浪滩盐湖钾盐资源的勘探、开采与钾肥系列产品的生产、加工及销售。	公司覆铜板上年度年产量近700万张，产品直接用于PCB生产	2026-03-03\|3.88\|-6.05\|4.17\|4.19\|3.88\|610556;2026-03-04\|3.90\|0.52\|3.79\|3.95\|3.77\|412813;2026-03-05\|3.99\|2.31\|3.97\|4.04\|3.94\|349543;2026-03-06\|4.09\|2.51\|3.96\|4.09\|3.91\|311577;2026-03-09\|4.02\|-1.71\|4.04\|4.05\|3.93\|324164;2026-03-10\|4.12\|2.49\|4.08\|4.12\|4.01\|309337;2026-03-11\|4.09\|-0.73\|4.12\|4.15\|4.07\|253325;2026-03-12\|4.04\|-1.22\|4.09\|4.14\|4.02\|259701;2026-03-13\|4.08\|0.99\|4.03\|4.12\|4.00\|268089;2026-03-16\|4.11\|0.74\|4.06\|4.11\|4.03\|261362;2026-03-17\|3.97\|-3.41\|4.13\|4.18\|3.94\|356145;2026-03-18\|4.01\|1.01\|3.98\|4.02\|3.93\|187630;2026-03-19\|3.88\|-3.24\|3.96\|3.98\|3.85\|257539;2026-03-20\|3.78\|-2.58\|3.90\|3.93\|3.77\|234712;2026-03-23\|3.47\|-8.20\|3.71\|3.75\|3.46\|382095;2026-03-24\|3.65\|5.19\|3.58\|3.66\|3.46\|282881;2026-03-25\|3.74\|2.47\|3.68\|3.80\|3.64\|233030;2026-03-26\|3.67\|-1.87\|3.72\|3.79\|3.66\|172706;2026-03-27\|3.78\|3.00\|3.60\|3.81\|3.60\|224226;2026-03-30\|3.81\|0.79\|3.73\|3.81\|3.71\|159532;2026-03-31\|3.71\|-2.62\|3.81\|3.87\|3.70\|172786;2026-04-01\|3.75\|1.08\|3.79\|3.81\|3.71\|164220;2026-04-02\|3.70\|-1.33\|3.75\|3.78\|3.67\|149070;2026-04-03\|3.59\|-2.97\|3.69\|3.72\|3.56\|157378;2026-04-07\|3.69\|2.79\|3.61\|3.71\|3.60\|136444;2026-04-08\|3.80\|2.98\|3.76\|3.82\|3.73\|200169;2026-04-09\|3.71\|-2.37\|3.77\|3.79\|3.70\|141828;2026-04-10\|3.75\|1.08\|3.73\|3.84\|3.73\|217359;2026-04-13\|3.78\|0.80\|3.73\|3.78\|3.71\|153544;2026-04-14\|3.82\|1.06\|3.83\|3.84\|3.75\|195944;2026-04-15\|3.72\|-2.62\|3.83\|3.84\|3.71\|203964;2026-04-16\|3.79\|1.88\|3.73\|3.80\|3.70\|165011;2026-04-17\|3.87\|2.11\|3.78\|3.89\|3.77\|292149;2026-04-20\|3.84\|-0.78\|3.88\|3.88\|3.81\|178708;2026-04-21\|3.79\|-1.30\|3.85\|3.85\|3.76\|162707;2026-04-22\|3.82\|0.79\|3.76\|3.92\|3.76\|204423;2026-04-23\|3.67\|-3.93\|3.82\|3.86\|3.64\|311551;2026-04-24\|3.64\|-0.82\|3.66\|3.67\|3.59\|171272;2026-04-27\|3.67\|0.82\|3.60\|3.67\|3.56\|150293;2026-04-28\|3.66\|-0.27\|3.63\|3.67\|3.61\|124489;2026-04-29\|3.69\|0.82\|3.68\|3.73\|3.65\|173848;2026-04-30\|3.64\|-1.35\|3.67\|3.72\|3.63\|173060;2026-05-06\|3.70\|1.65\|3.66\|3.73\|3.62\|253338;2026-05-07\|3.78\|2.16\|3.70\|3.92\|3.69\|331056;2026-05-08\|3.78\|0.00\|3.76\|3.81\|3.72\|244393;2026-05-11\|3.85\|1.85\|3.78\|3.86\|3.67\|425899;2026-05-12\|3.69\|-4.16\|3.79\|3.82\|3.67\|381120;2026-05-13\|3.67\|-0.54\|3.67\|3.69\|3.63\|185129;2026-05-14\|3.60\|-1.91\|3.68\|3.68\|3.60\|173633;2026-05-15\|3.56\|-1.11\|3.60\|3.63\|3.55\|176519;2026-05-18\|3.51\|-1.40\|3.56\|3.56\|3.48\|163217;2026-05-19\|3.58\|1.99\|3.52\|3.60\|3.52\|120419;2026-05-20\|3.69\|3.07\|3.56\|3.73\|3.52\|312166;2026-05-21\|3.51\|-4.88\|3.70\|3.73\|3.51\|247039;2026-05-22\|3.58\|1.99\|3.50\|3.61\|3.48\|163434;2026-05-25\|3.59\|0.28\|3.64\|3.65\|3.57\|130242;2026-05-26\|3.54\|-1.39\|3.56\|3.63\|3.49\|153417;2026-05-27\|3.49\|-1.41\|3.55\|3.55\|3.48\|135605;2026-05-28\|3.42\|-2.01\|3.47\|3.51\|3.38\|141159;2026-05-29\|3.31\|-3.22\|3.44\|3.50\|3.30\|154411;2026-06-01\|3.38\|2.11\|3.28\|3.47\|3.24\|156527;2026-06-02\|3.27\|-3.25\|3.35\|3.37\|3.23\|174707;2026-06-03\|3.32\|1.53\|3.26\|3.46\|3.19\|258638;2026-06-04\|3.19\|-3.92\|3.28\|3.34\|3.18\|194718;2026-06-05\|3.14\|-1.57\|3.18\|3.22\|3.13\|160398;2026-06-08\|3.03\|-3.50\|3.04\|3.15\|2.98\|173747;2026-06-09\|3.33\|9.90\|3.06\|3.33\|3.06\|282150;2026-06-10\|3.60\|8.11\|3.42\|3.66\|3.40\|1236309;2026-06-11\|3.40\|-5.56\|3.37\|3.50\|3.31\|877302;2026-06-12\|3.28\|-3.53\|3.42\|3.45\|3.28\|480836;2026-06-15\|3.54\|7.93\|3.31\|3.60\|3.27\|666553;2026-06-16\|3.89\|9.89\|3.52\|3.89\|3.49\|1107421;2026-06-17\|4.28\|10.03\|3.97\|4.28\|3.90\|1661509;2026-06-18\|4.71\|10.05\|4.60\|4.71\|4.46\|556852;2026-06-22\|4.50\|-4.46\|5.18\|5.18\|4.42\|2422227;2026-06-23\|4.95\|10.00\|4.69\|4.95\|4.37\|2105443;2026-06-24\|4.76\|-3.84\|4.71\|5.04\|4.48\|2144818;2026-06-25\|5.24\|10.08\|4.52\|5.24\|4.45\|2078936;2026-06-26\|5.76\|9.92\|5.31\|5.76\|5.31\|2522640;2026-06-29\|5.18\|-10.07\|5.73\|5.95\|5.18\|2008425;2026-06-30\|5.26\|1.54\|5.10\|5.53\|5.02\|1875428;2026-07-01\|4.87\|-7.41\|5.17\|5.20\|4.83\|1654050;2026-07-02\|4.67\|-4.11\|4.60\|4.86\|4.52\|1163631;2026-07-03\|5.14\|10.06\|4.62\|5.14\|4.55\|1836773;2026-07-06\|5.65\|9.92\|5.31\|5.65\|5.31\|1794225;2026-07-07\|5.85\|3.54\|5.60\|6.09\|5.38\|2568087;2026-07-08\|5.60\|-4.27\|5.80\|6.08\|5.55\|1884364;2026-07-09\|5.35\|-4.46\|5.55\|5.65\|5.14\|1725311;2026-07-10\|5.15\|-3.74\|5.22\|5.48\|5.12\|1283742
115028	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	AI算力PCB+存储芯片行业原因： 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3月31日年报，公司将AI服务器作为最核心战略增长方向，正推进材料向M9等级升级，并在泰国大规模投资建设AI算力高阶PCB扩产项目。 2、据2026年3月31日年报及2025年10月21日招股说明书，公司存储产品应用于机械硬盘、固态硬盘等，与希捷、西部数据、海力士等稳定合作，企业级固态硬盘迎来持续增长。 3、公司主营业务为印制电路板的研发、生产和销售，产品广泛应用于AI服务器、存储装置、汽车电子等领域，是国内少数具备多阶及任意层互连HDI量产能力的公司之一。	2025-10上市	2026-03-03\|72.40\|-3.98\|75.70\|75.80\|72.19\|46857;2026-03-04\|79.64\|10.00\|71.00\|79.64\|71.00\|63235;2026-03-05\|78.99\|-0.82\|82.03\|82.90\|77.82\|95283;2026-03-06\|80.27\|1.62\|78.59\|82.37\|77.11\|65323;2026-03-09\|79.05\|-1.52\|76.73\|79.80\|75.91\|44627;2026-03-10\|80.75\|2.15\|80.20\|83.74\|79.52\|58142;2026-03-11\|79.36\|-1.72\|80.00\|81.79\|79.03\|45859;2026-03-12\|79.13\|-0.29\|78.85\|80.61\|77.38\|33741;2026-03-13\|80.17\|1.31\|78.00\|82.99\|77.82\|55029;2026-03-16\|88.19\|10.00\|79.65\|88.19\|77.07\|83040;2026-03-17\|95.80\|8.63\|90.00\|97.01\|89.49\|189769;2026-03-18\|98.30\|2.61\|94.65\|99.99\|90.15\|142858;2026-03-19\|91.65\|-6.76\|93.50\|94.99\|91.29\|80709;2026-03-20\|87.21\|-4.84\|93.53\|93.60\|86.82\|80804;2026-03-23\|78.49\|-10.00\|85.09\|85.90\|78.49\|70701;2026-03-24\|80.27\|2.27\|78.28\|80.38\|76.28\|71876;2026-03-25\|88.30\|10.00\|80.09\|88.30\|78.69\|29103;2026-03-26\|85.97\|-2.64\|89.00\|91.50\|85.79\|90267;2026-03-27\|87.53\|1.81\|85.54\|90.13\|84.40\|51912;2026-03-30\|84.98\|-2.91\|87.50\|87.50\|82.38\|45489;2026-03-31\|78.78\|-7.30\|83.66\|83.99\|77.59\|56306;2026-04-01\|79.60\|1.04\|80.99\|83.88\|78.60\|47797;2026-04-02\|77.52\|-2.61\|79.68\|80.70\|76.22\|43454;2026-04-03\|76.12\|-1.81\|77.78\|79.25\|75.28\|28550;2026-04-07\|76.38\|0.34\|76.47\|79.30\|75.75\|37784;2026-04-08\|84.02\|10.00\|79.08\|84.02\|78.70\|56941;2026-04-09\|88.49\|5.32\|84.70\|90.20\|84.44\|80679;2026-04-10\|87.19\|-1.47\|88.74\|89.48\|86.70\|42831;2026-04-13\|86.05\|-1.31\|85.86\|88.55\|85.86\|34408;2026-04-14\|90.02\|4.61\|88.50\|91.00\|86.05\|63154;2026-04-15\|89.47\|-0.61\|89.75\|91.50\|88.00\|46696;2026-04-16\|91.02\|1.73\|90.46\|92.88\|89.47\|40752;2026-04-17\|91.63\|0.67\|91.20\|93.87\|90.00\|44432;2026-04-20\|96.27\|5.06\|91.63\|99.02\|91.00\|58698;2026-04-21\|97.82\|1.61\|95.54\|99.88\|93.28\|46503;2026-04-22\|102.02\|4.29\|96.30\|105.00\|96.30\|52750;2026-04-23\|98.08\|-3.86\|102.00\|102.50\|97.80\|40994;2026-04-24\|95.00\|-3.14\|96.81\|99.51\|94.75\|39512;2026-04-27\|98.30\|3.47\|96.00\|99.40\|94.99\|35932;2026-04-28\|92.00\|-6.41\|98.00\|98.00\|91.97\|59712;2026-04-29\|90.86\|-1.24\|92.00\|94.19\|89.14\|44132;2026-04-30\|96.18\|5.86\|89.49\|99.30\|89.22\|61279;2026-05-06\|98.80\|2.72\|98.11\|100.99\|94.88\|51564;2026-05-07\|104.49\|5.76\|98.70\|105.56\|97.02\|42157;2026-05-08\|101.60\|-2.77\|103.00\|103.45\|99.00\|33694;2026-05-11\|99.70\|-1.87\|101.71\|106.17\|98.08\|74784;2026-05-12\|96.62\|-3.09\|99.98\|99.98\|95.53\|37191;2026-05-13\|101.72\|5.28\|95.19\|102.68\|92.62\|61297;2026-05-14\|99.90\|-1.79\|101.71\|106.80\|99.50\|48650;2026-05-15\|93.33\|-6.58\|100.99\|100.99\|92.30\|52392;2026-05-18\|91.95\|-1.48\|94.81\|96.80\|91.65\|49190;2026-05-19\|92.32\|0.40\|91.66\|94.85\|88.40\|62547;2026-05-20\|94.61\|2.48\|92.97\|97.76\|92.35\|56716;2026-05-21\|91.17\|-3.64\|95.18\|99.70\|90.80\|56443;2026-05-22\|95.12\|4.33\|92.46\|95.88\|91.53\|55713;2026-05-25\|94.86\|-0.27\|96.01\|101.93\|94.20\|77693;2026-05-26\|94.23\|-0.66\|93.50\|96.76\|91.85\|57571;2026-05-27\|91.24\|-3.17\|95.00\|96.66\|90.00\|41368;2026-05-28\|94.79\|3.89\|90.74\|96.35\|89.30\|44153;2026-05-29\|90.61\|-4.41\|94.92\|95.07\|89.16\|47764;2026-06-01\|86.84\|-4.16\|90.66\|91.88\|86.58\|40653;2026-06-02\|87.07\|0.26\|88.30\|89.65\|84.28\|31629;2026-06-03\|85.74\|-1.53\|87.85\|89.46\|84.30\|29922;2026-06-04\|83.98\|-2.05\|85.06\|85.77\|82.15\|34718;2026-06-05\|82.00\|-2.36\|83.98\|86.10\|81.51\|31156;2026-06-08\|78.85\|-3.84\|79.00\|82.95\|77.67\|36308;2026-06-09\|83.20\|5.52\|80.70\|84.95\|80.02\|36735;2026-06-10\|80.50\|-3.25\|81.99\|82.91\|79.10\|26394;2026-06-11\|78.58\|-2.39\|79.35\|81.00\|77.67\|21320;2026-06-12\|83.98\|6.87\|81.00\|86.44\|81.00\|64661;2026-06-15\|85.59\|1.92\|83.57\|86.31\|82.88\|61550;2026-06-16\|94.15\|10.00\|85.61\|94.15\|85.61\|57412;2026-06-17\|102.97\|9.37\|95.58\|103.57\|94.44\|114073;2026-06-18\|101.18\|-1.74\|101.12\|103.56\|99.00\|57192;2026-06-22\|98.04\|-3.10\|102.00\|102.66\|96.54\|44903;2026-06-23\|93.72\|-4.41\|97.58\|97.58\|92.51\|35506;2026-06-24\|91.10\|-2.80\|90.99\|94.20\|89.23\|34626;2026-06-25\|92.87\|1.94\|91.59\|93.98\|89.80\|51998;2026-06-26\|89.00\|-4.17\|91.15\|93.13\|87.89\|46660;2026-06-29\|85.03\|-4.46\|88.89\|88.97\|82.00\|39312;2026-06-30\|89.09\|4.77\|85.54\|90.77\|85.29\|32848;2026-07-01\|89.10\|0.01\|89.59\|91.54\|87.40\|53837;2026-07-02\|87.13\|-2.21\|86.60\|92.00\|85.49\|49650;2026-07-03\|85.71\|-1.63\|87.01\|89.80\|85.22\|34265;2026-07-06\|85.53\|-0.21\|85.71\|87.80\|83.50\|35413;2026-07-07\|82.69\|-3.32\|85.53\|87.85\|81.68\|34061;2026-07-08\|79.50\|-3.67\|82.11\|82.99\|78.05\|27424;2026-07-09\|82.55\|3.84\|80.98\|82.82\|77.00\|34170;2026-07-10\|81.02\|-1.85\|82.88\|84.83\|81.00\|34223
115027	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	AI算力PCB+一季报增长+半导体设备+商业航天行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2025年年度报告及2026年4月28日机构调研，公司PCB设备业务2025年营收57.73亿元，同比增长72.68%，受益于AI算力需求，CCD六轴独立机械钻孔机等核心设备已获多家AI服务器PCB龙头客户认证并量产。 2、据2026年4月21日公告，公司2026年一季度实现营收51.35亿元，同比增长74.44%；归母净利润3.54亿元，同比增长116.59%。 3、2026年4月28日机构调研，半导体设备领域，公司晶圆切割、封测设备持续放量，正积极推进国产替代。 4、据2026年4月28日机构调研及2025年12月23日公司微信公众号，公司为蓝箭航天朱雀三号火箭提供精密激光焊接解决方案，实现不锈钢箭体关键部件全自动激光焊接，技术达国际领先水平。	全球领先的智能制造装备整体解决方案服务商，控股子公司大族数控研发、生产并销售PCB专用设备；一季报净利润同比上涨116.59%	2026-03-03\|70.45\|-5.59\|74.50\|74.75\|70.20\|724445;2026-03-04\|70.05\|-0.57\|69.80\|70.82\|67.46\|417824;2026-03-05\|71.48\|2.04\|69.66\|74.18\|69.00\|498191;2026-03-06\|69.54\|-2.71\|71.31\|71.90\|68.25\|328108;2026-03-09\|67.77\|-2.55\|66.60\|68.00\|64.30\|517322;2026-03-10\|73.01\|7.73\|69.06\|73.78\|69.06\|447111;2026-03-11\|72.35\|-0.90\|73.27\|75.06\|71.70\|354342;2026-03-12\|70.75\|-2.21\|71.75\|72.80\|69.55\|266941;2026-03-13\|68.70\|-2.90\|70.53\|71.10\|68.00\|260122;2026-03-16\|67.36\|-1.95\|68.68\|68.69\|65.90\|326695;2026-03-17\|63.73\|-5.39\|67.82\|68.26\|63.50\|293434;2026-03-18\|65.13\|2.20\|64.02\|65.48\|63.85\|276237;2026-03-19\|63.00\|-3.27\|64.40\|64.40\|62.48\|254050;2026-03-20\|64.59\|2.52\|63.78\|66.11\|62.53\|417423;2026-03-23\|59.90\|-7.26\|62.10\|63.96\|59.20\|392871;2026-03-24\|61.76\|3.11\|61.83\|62.38\|59.62\|291758;2026-03-25\|63.89\|3.45\|63.00\|66.06\|62.74\|336732;2026-03-26\|61.91\|-3.10\|64.34\|64.38\|61.58\|191922;2026-03-27\|62.86\|1.53\|60.49\|64.25\|60.48\|193336;2026-03-30\|63.85\|1.57\|62.83\|64.57\|61.40\|235728;2026-03-31\|61.28\|-4.03\|63.90\|64.55\|60.82\|249244;2026-04-01\|64.10\|4.60\|63.36\|64.50\|62.07\|311529;2026-04-02\|61.71\|-3.73\|63.90\|64.23\|60.89\|231456;2026-04-03\|63.86\|3.48\|62.23\|65.48\|61.81\|283844;2026-04-07\|64.36\|0.78\|64.59\|65.71\|63.26\|289710;2026-04-08\|70.80\|10.01\|67.90\|70.80\|65.42\|583577;2026-04-09\|76.36\|7.85\|71.00\|77.88\|70.54\|664940;2026-04-10\|76.55\|0.25\|76.36\|77.32\|75.55\|451462;2026-04-13\|75.78\|-1.01\|75.01\|76.82\|75.01\|326711;2026-04-14\|82.70\|9.13\|76.60\|83.36\|76.06\|554951;2026-04-15\|78.79\|-4.73\|82.62\|82.81\|78.40\|513557;2026-04-16\|86.67\|10.00\|77.81\|86.67\|77.81\|502765;2026-04-17\|87.56\|1.03\|88.40\|89.71\|86.27\|507345;2026-04-20\|89.18\|1.85\|88.59\|91.68\|86.70\|462654;2026-04-21\|92.80\|4.06\|89.60\|95.80\|88.84\|460231;2026-04-22\|94.18\|1.49\|91.31\|96.00\|91.31\|430254;2026-04-23\|103.60\|10.00\|95.00\|103.60\|93.56\|651194;2026-04-24\|102.46\|-1.10\|103.60\|105.99\|99.50\|526756;2026-04-27\|104.67\|2.16\|100.99\|107.00\|99.56\|511923;2026-04-28\|105.22\|0.53\|103.00\|110.96\|101.00\|577770;2026-04-29\|103.34\|-1.79\|104.00\|105.87\|101.17\|374459;2026-04-30\|100.72\|-2.54\|102.31\|104.11\|98.33\|632966;2026-05-06\|102.19\|1.46\|101.10\|103.95\|98.89\|541673;2026-05-07\|112.41\|10.00\|102.07\|112.41\|102.07\|413907;2026-05-08\|122.06\|8.58\|115.40\|122.92\|112.20\|649524;2026-05-11\|134.27\|10.00\|124.50\|134.27\|124.50\|674366;2026-05-12\|134.66\|0.29\|134.20\|139.82\|128.28\|664624;2026-05-13\|148.13\|10.00\|138.32\|148.13\|137.35\|438890;2026-05-14\|149.23\|0.74\|153.00\|156.50\|147.07\|612225;2026-05-15\|143.30\|-3.97\|149.24\|151.10\|138.71\|545704;2026-05-18\|138.53\|-3.33\|141.04\|142.80\|136.77\|586277;2026-05-19\|136.99\|-1.11\|137.89\|139.91\|133.91\|438754;2026-05-20\|144.54\|5.51\|135.80\|145.90\|135.68\|624467;2026-05-21\|142.59\|-1.21\|146.61\|152.49\|140.01\|664306;2026-05-22\|146.28\|2.59\|139.74\|150.00\|139.74\|568736;2026-05-25\|142.23\|-2.77\|146.80\|147.52\|138.15\|462376;2026-05-26\|135.45\|-4.77\|142.18\|143.00\|130.10\|739365;2026-05-27\|131.31\|-3.06\|134.01\|138.00\|129.00\|482716;2026-05-28\|135.98\|3.56\|132.88\|137.85\|132.55\|458812;2026-05-29\|131.85\|-3.04\|136.10\|137.69\|130.07\|389035;2026-06-01\|124.91\|-5.26\|133.68\|136.52\|124.80\|401492;2026-06-02\|127.00\|1.67\|125.10\|129.76\|123.32\|367989;2026-06-03\|130.60\|2.83\|127.08\|134.60\|124.00\|561596;2026-06-04\|134.65\|3.10\|129.75\|138.00\|126.59\|673002;2026-06-05\|127.87\|-5.04\|133.99\|135.62\|127.00\|568179;2026-06-08\|120.86\|-5.48\|122.22\|127.04\|120.35\|578765;2026-06-09\|124.50\|3.01\|123.03\|126.01\|118.90\|402942;2026-06-10\|122.48\|-1.62\|122.00\|123.45\|116.30\|448514;2026-06-11\|121.45\|-0.84\|121.28\|126.00\|119.45\|345858;2026-06-12\|119.12\|-1.92\|127.00\|127.20\|118.00\|371677;2026-06-15\|124.20\|4.26\|121.15\|125.13\|118.00\|449524;2026-06-16\|136.62\|10.00\|125.74\|136.62\|123.00\|585798;2026-06-17\|135.84\|-0.57\|139.35\|143.00\|130.08\|1037138;2026-06-18\|134.90\|-0.69\|135.54\|137.86\|129.20\|869899;2026-06-22\|131.93\|-2.20\|136.88\|140.35\|128.00\|877822;2026-06-23\|145.11\|9.99\|134.00\|145.12\|132.00\|1224537;2026-06-24\|152.23\|4.91\|136.73\|157.74\|135.00\|1187226;2026-06-25\|152.80\|0.37\|153.75\|156.60\|147.80\|873576;2026-06-26\|151.27\|-1.00\|168.08\|168.08\|151.00\|1261837;2026-06-29\|141.20\|-6.66\|150.00\|157.42\|137.00\|1051437;2026-06-30\|150.11\|6.31\|144.01\|155.32\|138.68\|1051431;2026-07-01\|137.98\|-8.08\|149.00\|150.49\|136.88\|797839;2026-07-02\|125.01\|-9.40\|130.26\|133.40\|125.00\|704794;2026-07-03\|129.64\|3.70\|125.01\|134.20\|124.68\|578639;2026-07-06\|130.97\|1.03\|130.95\|138.50\|129.63\|541458;2026-07-07\|130.35\|-0.47\|129.63\|133.80\|126.72\|387015;2026-07-08\|127.90\|-1.88\|130.31\|134.48\|126.00\|379198;2026-07-09\|130.90\|2.35\|130.10\|131.99\|122.67\|520764;2026-07-10\|130.30\|-0.46\|138.88\|140.68\|127.00\|1172393
115026	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	PCB概念+境外营收增长+大冰箱ODM 行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月28日互动易，公司子公司无量智能提供PCBA电路板加工制造等服务，产品应用于智能家电、汽车电子等领域。 2、据2026年5月12日及2026年5月28日互动易，公司2025年境外业务收入同比增长25.73%，收入占比达45.92%，2026年一季度境外主营收入同比增长39.66%，持续高增。 3、据2026年5月28日互动易，公司主营400L以上大冰箱和商用展示柜ODM业务，与海信、美的、伊莱克斯、小米等知名品牌商保持长期合作。	子公司无量智能提供PCBA电路板加工制造等服务，产品应用于智能家电、汽车电子等领域	2026-03-03\|13.68\|-2.98\|14.15\|14.34\|13.64\|51412;2026-03-04\|13.64\|-0.29\|13.57\|13.77\|13.47\|38655;2026-03-05\|13.76\|0.88\|13.89\|14.05\|13.65\|43552;2026-03-06\|14.19\|3.12\|13.78\|14.23\|13.50\|42997;2026-03-09\|13.94\|-1.76\|14.10\|14.36\|13.86\|73107;2026-03-10\|14.36\|3.01\|14.03\|14.38\|13.93\|47917;2026-03-11\|14.22\|-0.97\|14.36\|14.41\|14.08\|33828;2026-03-12\|14.00\|-1.55\|14.20\|14.24\|13.92\|36985;2026-03-13\|14.06\|0.43\|13.94\|14.30\|13.93\|34422;2026-03-16\|14.11\|0.36\|14.02\|14.23\|13.92\|32092;2026-03-17\|13.78\|-2.34\|14.18\|14.18\|13.75\|28449;2026-03-18\|14.06\|2.03\|13.78\|14.09\|13.66\|26585;2026-03-19\|13.64\|-2.99\|13.94\|14.02\|13.52\|27408;2026-03-20\|13.10\|-3.96\|13.65\|13.75\|13.05\|41421;2026-03-23\|12.20\|-6.87\|12.96\|12.96\|12.07\|48418;2026-03-24\|12.91\|5.82\|12.52\|12.95\|12.24\|49851;2026-03-25\|13.16\|1.94\|12.98\|13.18\|12.98\|29884;2026-03-26\|12.94\|-1.67\|13.20\|13.30\|12.83\|25233;2026-03-27\|13.12\|1.39\|12.91\|13.17\|12.74\|22831;2026-03-30\|13.34\|1.68\|12.98\|13.35\|12.94\|28270;2026-03-31\|13.28\|-0.45\|13.42\|13.57\|13.15\|30491;2026-04-01\|13.35\|0.53\|13.38\|13.51\|13.16\|32852;2026-04-02\|13.10\|-1.87\|13.35\|13.39\|12.93\|26295;2026-04-03\|12.73\|-2.82\|13.12\|13.20\|12.62\|24711;2026-04-07\|13.03\|2.36\|12.69\|13.09\|12.51\|24333;2026-04-08\|13.52\|3.76\|13.52\|13.55\|13.31\|33811;2026-04-09\|13.20\|-2.37\|13.50\|13.52\|13.12\|22528;2026-04-10\|13.34\|1.06\|13.33\|13.48\|13.25\|21315;2026-04-13\|13.28\|-0.45\|13.34\|13.38\|13.12\|21645;2026-04-14\|13.26\|-0.15\|13.42\|13.44\|13.03\|24889;2026-04-15\|13.16\|-0.75\|13.29\|13.36\|13.10\|17491;2026-04-16\|13.38\|1.67\|13.18\|13.45\|13.12\|20731;2026-04-17\|13.25\|-0.97\|13.34\|13.41\|13.20\|16882;2026-04-20\|13.45\|1.51\|13.38\|13.46\|13.22\|21719;2026-04-21\|13.42\|-0.22\|13.42\|13.48\|13.30\|20437;2026-04-22\|13.33\|-0.67\|13.45\|13.46\|13.24\|19837;2026-04-23\|13.14\|-1.43\|13.30\|13.36\|13.10\|23125;2026-04-24\|13.33\|1.45\|13.13\|13.38\|12.96\|28983;2026-04-27\|13.60\|2.03\|13.28\|13.65\|13.06\|29631;2026-04-28\|13.71\|0.81\|13.51\|13.84\|13.49\|35422;2026-04-29\|13.99\|2.04\|13.70\|14.04\|13.62\|39270;2026-04-30\|14.20\|1.50\|13.92\|14.28\|13.92\|36046;2026-05-06\|14.28\|0.56\|14.22\|14.37\|14.16\|42767;2026-05-07\|14.33\|0.35\|14.30\|14.45\|14.28\|39410;2026-05-08\|14.54\|1.47\|14.34\|14.55\|14.26\|38731;2026-05-11\|14.68\|0.96\|14.59\|14.73\|14.45\|41362;2026-05-12\|14.45\|-1.57\|14.68\|14.85\|14.32\|46889;2026-05-13\|14.40\|-0.35\|14.46\|14.55\|14.24\|40373;2026-05-14\|14.39\|-0.07\|14.48\|14.54\|14.24\|33495;2026-05-15\|14.28\|-0.76\|14.39\|14.55\|14.11\|41260;2026-05-18\|14.45\|1.19\|14.36\|14.57\|14.22\|41949;2026-05-19\|14.37\|-0.55\|14.45\|14.65\|14.22\|28453;2026-05-20\|14.19\|-1.25\|14.37\|14.38\|14.04\|24524;2026-05-21\|13.80\|-2.75\|14.21\|14.41\|13.56\|33095;2026-05-22\|13.97\|1.23\|13.81\|14.10\|13.58\|35601;2026-05-25\|13.83\|-1.00\|14.12\|14.24\|13.65\|34275;2026-05-26\|13.52\|-2.24\|13.82\|13.82\|13.37\|47087;2026-05-27\|12.86\|-4.88\|13.60\|13.60\|12.64\|66847;2026-05-28\|12.77\|0.87\|12.75\|12.89\|12.40\|39409;2026-05-29\|12.49\|-2.19\|12.77\|12.98\|12.37\|41056;2026-06-01\|12.99\|4.00\|12.71\|13.13\|12.24\|54932;2026-06-02\|12.58\|-3.16\|12.99\|13.08\|12.46\|36689;2026-06-03\|12.35\|-1.83\|12.60\|12.64\|12.29\|35678;2026-06-04\|12.05\|-2.43\|12.36\|12.45\|11.91\|29586;2026-06-05\|12.26\|1.74\|12.05\|12.48\|11.85\|42257;2026-06-08\|12.00\|-2.12\|11.91\|12.46\|11.85\|42981;2026-06-09\|11.98\|-0.17\|12.06\|12.17\|11.79\|31858;2026-06-10\|11.77\|-1.75\|11.90\|12.05\|11.62\|32485;2026-06-11\|11.73\|-0.34\|11.81\|11.89\|11.53\|27852;2026-06-12\|11.79\|0.51\|11.84\|11.96\|11.60\|36510;2026-06-15\|11.74\|-0.42\|11.80\|12.10\|11.67\|51311;2026-06-16\|12.91\|9.97\|11.75\|12.91\|11.62\|89864;2026-06-17\|13.07\|1.24\|12.72\|13.65\|12.50\|213160;2026-06-18\|12.60\|-3.60\|12.95\|13.27\|12.59\|104718;2026-06-22\|13.09\|3.89\|12.71\|13.14\|12.63\|78269;2026-06-23\|12.86\|-1.76\|13.24\|13.50\|12.80\|56139;2026-06-24\|13.11\|1.94\|12.73\|13.37\|12.72\|60322;2026-06-25\|12.88\|-1.75\|13.09\|13.44\|12.48\|54992;2026-06-26\|12.64\|-1.86\|12.78\|13.39\|12.52\|68800;2026-06-29\|12.50\|-1.11\|12.69\|13.08\|12.33\|59904;2026-06-30\|12.77\|2.16\|12.43\|12.79\|12.26\|52900;2026-07-01\|13.02\|1.96\|12.70\|13.14\|12.56\|53323;2026-07-02\|13.04\|0.15\|12.93\|13.34\|12.85\|48298;2026-07-03\|13.38\|2.61\|13.02\|13.56\|12.91\|71194;2026-07-06\|13.28\|-0.75\|13.60\|14.35\|13.09\|83999;2026-07-07\|12.80\|-3.61\|13.32\|13.39\|12.80\|50751;2026-07-08\|12.40\|-3.12\|12.87\|12.88\|12.37\|40345;2026-07-09\|12.17\|-1.85\|12.48\|12.49\|11.92\|43088;2026-07-10\|12.03\|-1.15\|12.17\|12.42\|11.95\|40122
115025	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	高速电子树脂+覆铜板上游+一季报增长行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月23日一季报，公司2026年第一季度归母净利润1.87亿元，同比增长103.35%，其中高速电子树脂销售收入2.58亿元，同比增长131.42%，受益于人工智能、算力升级等新兴领域发展。 2、据2026年4月23日年报，公司双马来酰亚胺树脂、碳氢树脂等核心产品已通过国内外一线覆铜板厂商，配套应用于英伟达、华为、苹果、英特尔等主流服务器体系，深度嵌入全球AI算力建设上游核心供应链。 3、据2026年6月2日及5月29日互动易，公司子公司眉山东材“年产20000吨高速通信基板用电子材料项目”预计6月30日前具备投料试生产条件，投产后将新增3500吨碳氢树脂产能。	1、公司业务聚焦于电子级树脂材料，如双马树脂、活性酯等，是制造高频高速PCB的核心原材料；2025年净利同比预增65.73%； 2、电子级树脂材料专家；公司与Chemax、种亿化学成立成都东凯芯半导体材料公司，重点开展高端光刻胶项目	2026-03-03\|31.68\|-9.28\|35.00\|35.72\|31.48\|994734;2026-03-04\|31.45\|-0.73\|30.98\|32.80\|30.98\|610299;2026-03-05\|31.18\|-0.86\|32.46\|32.46\|30.60\|669479;2026-03-06\|30.67\|-1.64\|30.68\|31.55\|30.28\|399406;2026-03-09\|29.75\|-3.00\|29.77\|30.00\|28.11\|576190;2026-03-10\|31.39\|5.51\|30.50\|31.85\|30.35\|609080;2026-03-11\|32.03\|2.04\|31.60\|32.91\|31.60\|647877;2026-03-12\|31.96\|-0.22\|32.04\|33.06\|31.52\|574256;2026-03-13\|33.19\|3.85\|31.65\|33.50\|31.20\|740294;2026-03-16\|32.76\|-1.30\|33.19\|33.19\|30.79\|639698;2026-03-17\|31.08\|-5.13\|33.03\|33.57\|31.05\|479405;2026-03-18\|31.78\|2.25\|31.08\|32.22\|30.60\|420679;2026-03-19\|30.80\|-3.08\|31.00\|31.88\|30.50\|427876;2026-03-20\|30.76\|-0.13\|31.06\|31.57\|30.55\|346862;2026-03-23\|28.85\|-6.21\|29.70\|30.04\|28.20\|481659;2026-03-24\|29.03\|0.62\|29.51\|29.52\|27.40\|411276;2026-03-25\|30.47\|4.96\|29.71\|31.14\|29.52\|497557;2026-03-26\|29.60\|-2.86\|30.20\|30.44\|29.46\|285526;2026-03-27\|30.05\|1.52\|28.60\|30.88\|28.60\|344852;2026-03-30\|30.37\|1.06\|29.74\|31.05\|29.28\|289581;2026-03-31\|29.35\|-3.36\|30.38\|30.67\|29.08\|321366;2026-04-01\|30.53\|4.02\|30.50\|31.14\|30.15\|396623;2026-04-02\|29.40\|-3.70\|30.25\|30.50\|29.17\|286338;2026-04-03\|30.60\|4.08\|29.70\|31.31\|29.12\|538540;2026-04-07\|32.30\|5.56\|31.77\|33.60\|31.77\|749800;2026-04-08\|33.34\|3.22\|33.55\|33.63\|32.61\|642352;2026-04-09\|33.54\|0.60\|32.67\|33.95\|32.66\|466133;2026-04-10\|33.55\|0.03\|33.70\|34.58\|33.55\|455119;2026-04-13\|34.79\|3.70\|33.23\|35.22\|33.23\|601206;2026-04-14\|34.02\|-2.21\|35.42\|35.53\|33.66\|664254;2026-04-15\|33.08\|-2.76\|34.18\|34.20\|32.64\|505521;2026-04-16\|34.01\|2.81\|33.08\|34.69\|32.59\|451540;2026-04-17\|36.73\|8.00\|34.18\|37.41\|34.00\|957437;2026-04-20\|35.65\|-2.94\|36.51\|36.65\|35.42\|652571;2026-04-21\|36.07\|1.18\|35.15\|36.20\|34.98\|515737;2026-04-22\|36.64\|1.58\|35.70\|36.77\|35.45\|609260;2026-04-23\|34.13\|-6.85\|36.65\|36.78\|34.00\|912446;2026-04-24\|34.20\|0.21\|34.13\|34.75\|33.65\|446402;2026-04-27\|36.07\|5.47\|34.90\|36.50\|34.85\|611948;2026-04-28\|35.59\|-1.33\|36.17\|36.70\|35.02\|590248;2026-04-29\|38.66\|8.63\|35.59\|39.15\|35.59\|1342625;2026-04-30\|39.14\|1.24\|39.00\|39.99\|37.72\|992017;2026-05-06\|41.05\|4.88\|40.00\|41.97\|39.15\|872304;2026-05-07\|45.16\|10.01\|41.46\|45.16\|41.46\|879132;2026-05-08\|46.10\|2.08\|46.25\|47.73\|45.01\|1166896;2026-05-11\|45.80\|-0.65\|45.90\|46.90\|44.63\|923605;2026-05-12\|47.25\|3.17\|46.50\|47.80\|44.29\|980235;2026-05-13\|49.60\|4.97\|46.64\|49.99\|46.14\|1036949;2026-05-14\|46.27\|-6.71\|49.11\|49.11\|46.00\|909811;2026-05-15\|45.58\|-1.49\|47.00\|47.26\|43.80\|703102;2026-05-18\|45.50\|-0.18\|45.40\|46.40\|44.80\|524255;2026-05-19\|47.82\|5.10\|45.62\|48.10\|44.65\|758707;2026-05-20\|51.49\|7.67\|47.60\|51.74\|47.25\|903225;2026-05-21\|47.68\|-7.40\|51.60\|52.67\|47.00\|837584;2026-05-22\|52.45\|10.00\|48.58\|52.45\|48.45\|842267;2026-05-25\|53.74\|2.46\|54.00\|55.25\|52.80\|859852;2026-05-26\|53.30\|-0.82\|52.25\|54.98\|52.01\|717181;2026-05-27\|52.25\|-1.97\|53.50\|55.75\|51.76\|809207;2026-05-28\|54.43\|4.17\|51.83\|55.00\|50.52\|814796;2026-05-29\|50.00\|-8.14\|55.50\|55.68\|48.99\|1028040;2026-06-01\|47.79\|-4.42\|49.80\|50.95\|47.18\|830464;2026-06-02\|51.35\|7.45\|48.23\|52.40\|45.99\|863894;2026-06-03\|56.49\|10.01\|52.00\|56.49\|52.00\|1419459;2026-06-04\|59.60\|5.51\|55.45\|60.50\|54.72\|1106340;2026-06-05\|56.76\|-4.77\|59.16\|60.00\|56.07\|813662;2026-06-08\|54.20\|-4.51\|52.32\|56.47\|52.32\|770513;2026-06-09\|59.62\|10.00\|58.71\|59.62\|57.76\|946282;2026-06-10\|62.35\|4.58\|62.57\|64.34\|61.10\|1483503;2026-06-11\|61.72\|-1.01\|61.55\|63.50\|58.75\|1114909;2026-06-12\|61.06\|-1.07\|62.23\|65.33\|61.00\|1228030;2026-06-15\|65.22\|6.81\|61.00\|66.44\|61.00\|955605;2026-06-16\|71.74\|10.00\|65.50\|71.74\|65.50\|654593;2026-06-17\|73.20\|2.04\|72.50\|76.68\|72.01\|1105571;2026-06-18\|74.83\|2.23\|71.00\|77.77\|71.00\|864885;2026-06-22\|79.83\|6.68\|77.00\|80.46\|75.61\|857648;2026-06-23\|71.85\|-10.00\|78.00\|78.30\|71.85\|897303;2026-06-24\|74.55\|3.76\|71.74\|74.55\|68.96\|836476;2026-06-25\|77.58\|4.06\|75.00\|80.00\|72.25\|898905;2026-06-26\|73.65\|-5.07\|75.30\|76.00\|70.40\|772684;2026-06-29\|67.33\|-8.58\|72.00\|73.15\|66.29\|909612;2026-06-30\|70.79\|5.14\|68.00\|71.83\|67.53\|631929;2026-07-01\|67.28\|-4.96\|70.79\|70.79\|66.45\|634963;2026-07-02\|63.70\|-5.32\|64.00\|67.60\|62.70\|611761;2026-07-03\|63.70\|0.00\|63.00\|66.85\|61.49\|547307;2026-07-06\|62.57\|-1.77\|65.00\|66.66\|59.97\|559671;2026-07-07\|60.16\|-3.85\|62.53\|63.79\|59.50\|441077;2026-07-08\|56.87\|-5.47\|60.16\|61.50\|56.80\|490998;2026-07-09\|58.38\|2.66\|56.74\|58.76\|53.25\|911797;2026-07-10\|54.61\|-6.46\|58.90\|60.66\|54.61\|666158
115024	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	玻纤设备+华为合作+纺织机械+减亏行业原因： 1、据特斯拉4月23日官方微博，特斯拉第三代人形机器人预计年中亮相，2026年7-8月启动正式投产，产品测试稳步推进，预计明年投入外部场景应用。 2、5月21日，随着最后一批特斯拉Model S和X在加州弗里蒙特工厂下线，两款车型正式停产退役，其生产线将用于特斯拉人形机器人的专用生产线。公司原因： 1、据2026年4月29日年报，公司二季度与重庆国际复合材料签订史上最大额玻璃纤维捻线机订单，旗下阿尔玛、福克曼品牌玻纤直捻系统已获行业龙头采用。 2、据2025年11月25日官微，公司与华为签署合作协议，共同开发智能体纺机、纺纱智能体及行业大模型，打造灯塔工厂。 3、据2026年4月29日一季报，公司2026Q1营收7.89亿元同比增23%，归母净亏损3009万元同比收窄68.5%，经营现金流由负转正至6144万元。	公司旗下品牌有阿尔玛（Allma）、福克曼（Volkmann）等，在玻纤领域有明星产品VGT高端玻纤机	2026-03-03\|3.12\|-6.87\|3.37\|3.38\|3.10\|1165429;2026-03-04\|3.43\|9.94\|3.07\|3.43\|3.02\|1744618;2026-03-05\|3.77\|9.91\|3.77\|3.77\|3.77\|187585;2026-03-06\|4.15\|10.08\|4.00\|4.15\|3.83\|1782960;2026-03-09\|3.89\|-6.27\|3.88\|4.09\|3.76\|3067578;2026-03-10\|3.96\|1.80\|3.89\|4.07\|3.83\|2377601;2026-03-11\|4.16\|5.05\|3.82\|4.36\|3.79\|3055089;2026-03-12\|4.04\|-2.88\|4.14\|4.16\|3.89\|2003488;2026-03-13\|3.83\|-5.20\|3.94\|4.05\|3.77\|1456642;2026-03-16\|4.21\|9.92\|3.79\|4.21\|3.62\|1755959;2026-03-17\|4.63\|9.98\|4.43\|4.63\|4.35\|1399648;2026-03-18\|4.45\|-3.89\|4.61\|4.69\|4.32\|2720025;2026-03-19\|4.17\|-6.29\|4.31\|4.40\|4.14\|1588786;2026-03-20\|3.79\|-9.11\|4.25\|4.41\|3.76\|2108962;2026-03-23\|3.54\|-6.60\|3.57\|3.88\|3.50\|1531370;2026-03-24\|3.77\|6.50\|3.71\|3.89\|3.64\|1916391;2026-03-25\|3.93\|4.24\|3.79\|4.03\|3.79\|1645527;2026-03-26\|3.72\|-5.34\|3.90\|3.93\|3.70\|1146515;2026-03-27\|3.71\|-0.27\|3.69\|3.75\|3.60\|776039;2026-03-30\|3.72\|0.27\|3.65\|3.75\|3.42\|997561;2026-03-31\|3.64\|-2.15\|3.70\|3.88\|3.60\|1049281;2026-04-01\|4.00\|9.89\|3.79\|4.00\|3.70\|807221;2026-04-02\|3.79\|-5.25\|4.06\|4.06\|3.77\|1513596;2026-04-03\|3.65\|-3.69\|3.82\|3.87\|3.54\|979637;2026-04-07\|3.68\|0.82\|3.65\|3.83\|3.61\|777002;2026-04-08\|3.97\|7.88\|3.79\|4.05\|3.75\|1728325;2026-04-09\|3.95\|-0.50\|3.92\|4.00\|3.85\|1116388;2026-04-10\|4.11\|4.05\|3.99\|4.35\|3.98\|2566929;2026-04-13\|4.28\|4.14\|3.98\|4.30\|3.90\|2108912;2026-04-14\|4.29\|0.23\|4.21\|4.43\|4.15\|1682865;2026-04-15\|4.17\|-2.80\|4.27\|4.30\|4.12\|1153755;2026-04-16\|4.18\|0.24\|4.15\|4.30\|4.09\|984363;2026-04-17\|4.34\|3.83\|4.18\|4.57\|4.16\|1539483;2026-04-20\|4.38\|0.92\|4.30\|4.50\|4.25\|1189502;2026-04-21\|4.26\|-2.74\|4.35\|4.37\|4.19\|906976;2026-04-22\|4.33\|1.64\|4.08\|4.42\|4.08\|1229559;2026-04-23\|4.31\|-0.46\|4.30\|4.35\|4.17\|839483;2026-04-24\|4.74\|9.98\|4.28\|4.74\|4.25\|1825570;2026-04-27\|4.95\|4.43\|4.53\|4.99\|4.50\|2161621;2026-04-28\|4.94\|-0.20\|4.81\|5.17\|4.81\|1573296;2026-04-29\|5.43\|9.92\|4.98\|5.43\|4.91\|1501387;2026-04-30\|4.89\|-9.94\|5.24\|5.50\|4.89\|2098438;2026-05-06\|4.98\|1.84\|4.90\|5.05\|4.74\|1693432;2026-05-07\|5.01\|0.60\|5.02\|5.11\|4.92\|1365066;2026-05-08\|5.51\|9.98\|5.01\|5.51\|5.01\|1587177;2026-05-11\|6.06\|9.98\|5.94\|6.06\|5.80\|529241;2026-05-12\|6.10\|0.66\|6.09\|6.39\|5.51\|3222974;2026-05-13\|6.28\|2.95\|6.12\|6.41\|6.02\|2427366;2026-05-14\|6.61\|5.25\|6.41\|6.76\|6.15\|2295739;2026-05-15\|6.32\|-4.39\|6.61\|6.90\|6.22\|2161062;2026-05-18\|6.09\|-3.64\|6.05\|6.30\|5.95\|1720567;2026-05-19\|5.90\|-3.12\|6.04\|6.15\|5.75\|1400949;2026-05-20\|5.91\|0.17\|5.79\|5.98\|5.54\|1283063;2026-05-21\|5.80\|-1.86\|5.88\|6.27\|5.78\|1492115;2026-05-22\|6.38\|10.00\|5.90\|6.38\|5.88\|1037913;2026-05-25\|6.65\|4.23\|6.38\|6.85\|6.22\|2372650;2026-05-26\|7.17\|7.82\|6.57\|7.32\|6.56\|3152486;2026-05-27\|7.36\|2.65\|7.14\|7.63\|7.03\|2501660;2026-05-28\|7.61\|3.40\|7.36\|7.77\|7.30\|2021707;2026-05-29\|7.88\|3.55\|7.71\|8.37\|7.61\|2429008;2026-06-01\|7.42\|-5.84\|7.83\|8.18\|7.31\|2165918;2026-06-02\|7.28\|-1.89\|7.46\|7.47\|6.94\|1626346;2026-06-03\|7.18\|-1.37\|7.28\|7.55\|7.06\|1687739;2026-06-04\|7.13\|-0.70\|7.26\|7.60\|7.01\|1797887;2026-06-05\|6.83\|-4.21\|7.08\|7.36\|6.76\|1570899;2026-06-08\|6.25\|-8.49\|6.25\|6.74\|6.17\|1476819;2026-06-09\|6.35\|1.60\|6.60\|6.84\|6.23\|1607834;2026-06-10\|5.92\|-6.77\|6.25\|6.30\|5.79\|1438091;2026-06-11\|5.76\|-2.70\|5.77\|6.01\|5.64\|1181459;2026-06-12\|5.44\|-5.56\|5.95\|5.95\|5.42\|1300046;2026-06-15\|5.98\|9.93\|5.56\|5.98\|5.55\|751514;2026-06-16\|6.58\|10.03\|6.13\|6.58\|6.10\|1392259;2026-06-17\|6.59\|0.15\|6.65\|6.91\|6.40\|2161486;2026-06-18\|7.25\|10.02\|6.65\|7.25\|6.55\|1727931;2026-06-22\|7.34\|1.24\|7.14\|7.60\|6.93\|2693910;2026-06-23\|6.61\|-9.95\|7.00\|7.08\|6.61\|1659801;2026-06-24\|6.33\|-4.24\|6.44\|6.67\|6.16\|1475072;2026-06-25\|6.45\|1.90\|6.28\|6.70\|6.07\|1378206;2026-06-26\|7.10\|10.08\|6.70\|7.10\|6.70\|624772;2026-06-29\|7.49\|5.49\|7.81\|7.81\|7.32\|2996353;2026-06-30\|8.05\|7.48\|7.27\|8.24\|7.16\|3253225;2026-07-01\|7.25\|-9.94\|7.66\|7.73\|7.25\|1710611;2026-07-02\|6.53\|-9.93\|6.75\|7.08\|6.53\|1737042;2026-07-03\|6.26\|-4.13\|6.50\|6.73\|6.26\|1445097;2026-07-06\|5.93\|-5.27\|6.37\|6.48\|5.90\|1045239;2026-07-07\|5.67\|-4.38\|5.93\|6.27\|5.55\|1139020;2026-07-08\|5.33\|-6.00\|5.78\|5.78\|5.30\|874300;2026-07-09\|5.66\|6.19\|5.43\|5.73\|5.28\|1219367;2026-07-10\|5.41\|-4.42\|5.67\|5.79\|5.41\|1082365
115023	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	PCB概念+覆铜板+黄金采选行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年6月17日公告，公司澄清网上传播的关于公司产品纳入英伟达供应链体系认证等信息均为不实信息，截至目前公司未与英伟达有过接触或业务合作；HVLP铜箔目前尚处于客户认证及市场拓展阶段，未形成批量生产，2026年第一季度HVLP铜箔营收约10.00万元。 2、据2026年6月1日及5月13日公告，公司覆铜板产品主要为FR-4等常规产品，未有高速覆铜板M7和M9产品销售；铜箔产品主要为普通铜箔，不能应用于AI服务器及算力领域。 3、据2026年4月3日投资者关系活动记录表及2025年年报，公司主营电子铜箔、覆铜板及黄金采选两大业务，2026年将继续深耕主业，推动高端产品市场拓展，黄金板块持续推进探矿增储。	公司控股子公司金宝电子专业从事电子铜箔、覆铜板设计、研发、生产及销售，是国内能提供设计至生产一体化全流程服务的少数企业之一；产品广泛应用于 5G 通讯、汽车电子等领域，其中电子铜箔有 HTE 箔、LP 箔等多种类型，覆铜板涵盖玻纤布基、复合基、铝基等，是 PCB 产业链中的重要供应商	2026-03-03\|20.10\|-5.63\|21.01\|21.19\|20.00\|109429;2026-03-04\|19.51\|-2.94\|19.37\|20.04\|19.37\|88182;2026-03-05\|19.46\|-0.26\|19.96\|20.40\|19.23\|58685;2026-03-06\|19.62\|0.82\|19.44\|19.97\|19.22\|49294;2026-03-09\|19.52\|-0.51\|19.38\|19.65\|18.80\|64221;2026-03-10\|19.76\|1.23\|19.63\|19.98\|19.47\|48139;2026-03-11\|19.44\|-1.62\|19.82\|20.28\|19.40\|47891;2026-03-12\|19.08\|-1.85\|19.37\|19.54\|18.98\|38442;2026-03-13\|18.91\|-0.89\|19.00\|19.25\|18.78\|38112;2026-03-16\|18.55\|-1.90\|18.75\|18.88\|17.92\|86502;2026-03-17\|18.15\|-2.16\|18.55\|18.66\|18.08\|67288;2026-03-18\|18.31\|0.88\|18.20\|18.32\|18.05\|39804;2026-03-19\|17.35\|-5.24\|18.00\|18.12\|17.29\|55865;2026-03-20\|16.99\|-2.07\|17.51\|17.60\|16.98\|50961;2026-03-23\|15.29\|-10.01\|16.50\|16.55\|15.29\|114678;2026-03-24\|15.73\|2.88\|15.59\|15.77\|15.19\|91596;2026-03-25\|16.23\|3.18\|16.30\|16.70\|15.90\|84938;2026-03-26\|15.75\|-2.96\|16.09\|16.37\|15.66\|48278;2026-03-27\|15.90\|0.95\|15.55\|16.04\|15.26\|42573;2026-03-30\|16.38\|3.02\|15.80\|16.39\|15.63\|64964;2026-03-31\|16.00\|-2.32\|16.40\|16.56\|15.95\|51169;2026-04-01\|16.37\|2.31\|16.36\|16.56\|16.25\|46863;2026-04-02\|16.06\|-1.89\|16.27\|16.44\|15.90\|39902;2026-04-03\|15.80\|-1.62\|16.10\|16.27\|15.77\|32501;2026-04-07\|16.55\|4.75\|15.75\|16.78\|15.75\|57013;2026-04-08\|17.52\|5.86\|17.30\|17.56\|17.08\|60407;2026-04-09\|17.68\|0.91\|17.30\|17.87\|17.16\|59687;2026-04-10\|18.42\|4.19\|18.19\|18.99\|18.05\|88575;2026-04-13\|19.28\|4.67\|18.31\|19.40\|18.09\|113953;2026-04-14\|19.06\|-1.14\|20.40\|20.50\|18.92\|288361;2026-04-15\|20.36\|6.82\|19.78\|20.97\|19.63\|377993;2026-04-16\|21.52\|5.70\|20.16\|21.66\|19.90\|341269;2026-04-17\|21.11\|-1.91\|21.40\|21.60\|20.55\|213203;2026-04-20\|20.76\|-1.66\|20.72\|21.20\|20.51\|154432;2026-04-21\|21.91\|5.54\|20.41\|22.50\|20.41\|215553;2026-04-22\|22.02\|0.50\|21.88\|22.40\|21.69\|121073;2026-04-23\|21.51\|-2.32\|22.00\|22.08\|21.33\|101700;2026-04-24\|20.90\|-2.84\|21.28\|21.35\|20.71\|89159;2026-04-27\|21.52\|2.97\|20.90\|21.96\|20.90\|164185;2026-04-28\|21.98\|2.14\|21.50\|22.68\|21.30\|200347;2026-04-29\|22.42\|2.00\|21.98\|22.85\|21.70\|144332;2026-04-30\|22.07\|-1.56\|22.40\|22.54\|21.83\|101658;2026-05-06\|22.85\|3.53\|22.42\|23.13\|22.30\|145520;2026-05-07\|25.14\|10.02\|23.45\|25.14\|23.38\|126044;2026-05-08\|27.65\|9.98\|26.19\|27.65\|25.68\|113905;2026-05-11\|30.42\|10.02\|30.33\|30.42\|27.81\|415362;2026-05-12\|33.46\|9.99\|31.62\|33.46\|30.30\|540779;2026-05-13\|34.81\|4.03\|33.30\|36.69\|33.28\|547056;2026-05-14\|33.85\|-2.76\|34.16\|35.44\|33.50\|425882;2026-05-15\|32.13\|-5.08\|33.68\|34.00\|31.84\|392054;2026-05-18\|35.34\|9.99\|32.45\|35.34\|32.45\|190853;2026-05-19\|38.87\|9.99\|38.39\|38.87\|37.89\|170311;2026-05-20\|37.40\|-3.78\|38.53\|40.09\|36.03\|493520;2026-05-21\|36.20\|-3.21\|36.72\|39.31\|35.68\|349968;2026-05-22\|39.82\|10.00\|36.92\|39.82\|36.45\|200956;2026-05-25\|43.80\|9.99\|43.50\|43.80\|41.02\|368798;2026-05-26\|48.18\|10.00\|44.61\|48.18\|42.50\|361253;2026-05-27\|50.53\|4.88\|48.00\|53.00\|46.00\|490110;2026-05-28\|55.58\|9.99\|48.79\|55.58\|48.79\|341833;2026-05-29\|57.70\|3.81\|54.80\|59.67\|54.00\|433759;2026-06-01\|57.93\|0.40\|51.93\|62.09\|51.93\|452856;2026-06-02\|60.78\|4.92\|57.78\|62.98\|57.00\|351932;2026-06-03\|59.47\|-2.16\|58.87\|61.00\|56.93\|295135;2026-06-04\|59.00\|-0.79\|59.74\|59.96\|58.38\|203024;2026-06-05\|58.32\|-1.15\|58.00\|61.58\|57.35\|208345;2026-06-08\|60.66\|4.01\|54.70\|62.98\|54.60\|289258;2026-06-09\|64.96\|7.09\|62.00\|66.68\|60.10\|334704;2026-06-10\|59.30\|-8.71\|58.58\|65.00\|58.57\|252248;2026-06-11\|53.37\|-10.00\|58.99\|59.30\|53.37\|198840;2026-06-12\|58.62\|9.84\|55.80\|58.71\|55.05\|144045;2026-06-15\|64.48\|10.00\|62.70\|64.48\|60.21\|66797;2026-06-16\|70.93\|10.00\|66.40\|70.93\|65.98\|41232;2026-06-17\|72.16\|1.73\|71.00\|76.99\|66.88\|224461;2026-06-18\|72.39\|0.32\|69.50\|74.48\|67.56\|174534;2026-06-22\|76.68\|5.93\|75.11\|78.98\|72.30\|186679;2026-06-23\|69.08\|-9.91\|76.67\|76.68\|69.01\|186932;2026-06-24\|75.99\|10.00\|68.82\|75.99\|66.68\|206596;2026-06-25\|72.72\|-4.30\|74.34\|78.00\|70.00\|216085;2026-06-26\|66.80\|-8.14\|70.55\|71.00\|66.00\|144536;2026-06-29\|60.12\|-10.00\|67.09\|68.15\|60.12\|129517;2026-06-30\|61.00\|1.46\|58.00\|62.79\|54.11\|178570;2026-07-01\|60.20\|-1.31\|59.00\|63.70\|58.89\|122861;2026-07-02\|61.26\|1.76\|57.01\|64.68\|55.66\|135177;2026-07-03\|65.38\|6.73\|62.29\|66.46\|62.29\|151311;2026-07-06\|58.84\|-10.00\|66.00\|68.88\|58.84\|140478;2026-07-07\|56.61\|-3.79\|58.13\|59.95\|54.09\|138195;2026-07-08\|58.67\|3.64\|58.00\|60.66\|54.41\|132682;2026-07-09\|64.54\|10.01\|60.57\|64.54\|60.57\|123387;2026-07-10\|60.34\|-6.51\|68.00\|70.99\|60.05\|345213
115022	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	PCB铜箔+AI算力+产能扩张行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月11日互动易，公司募投项目之“年产10,000吨高精度电解铜箔项目”第二期年产5,500吨高精度电解铜箔生产车间等已完成建设，目前正在推进主要生产设备的安装、调试等相关工作；据东北证券2026年6月7日研报，预计公司2026-2028年营收分别为22.4/28.1/35.1亿元。 2、据2026年5月19日投资者关系活动记录表，公司积极推动高端铜箔产品导入AI算力产业链，研发围绕超厚铜箔、高速铜箔等领域重点布局，HVLP铜箔持续推动研发与客户认证进程；据2025年年报，公司电子电路铜箔已覆盖生益科技、鹏鼎控股、景旺电子、胜宏科技等知名企业。 3、据2026年4月24日公告，公司2026年一季度实现营收5.84亿元，同比增长62.13%，归母净利润939.09万元，同比扭亏为盈。	公司HVLP铜箔已向客户送样并在认证过程中	2026-03-03\|25.85\|-5.52\|27.52\|30.00\|25.67\|55843;2026-03-04\|25.60\|-0.97\|25.52\|26.30\|25.25\|46966;2026-03-05\|25.72\|0.47\|26.29\|26.55\|25.58\|42673;2026-03-06\|26.50\|3.03\|25.51\|26.80\|25.37\|40306;2026-03-09\|25.19\|-4.94\|25.00\|25.30\|23.95\|62417;2026-03-10\|28.97\|15.01\|25.42\|29.73\|25.42\|147047;2026-03-11\|28.94\|-0.10\|28.62\|29.48\|28.06\|129691;2026-03-12\|28.09\|-2.94\|28.41\|29.15\|27.74\|60139;2026-03-13\|27.53\|-1.99\|27.96\|28.09\|27.37\|54605;2026-03-16\|30.69\|11.48\|27.46\|30.90\|27.12\|142474;2026-03-17\|29.58\|-3.62\|30.01\|31.45\|29.20\|113129;2026-03-18\|29.38\|-0.68\|29.96\|30.46\|29.00\|77269;2026-03-19\|28.54\|-2.86\|29.09\|29.51\|28.34\|53694;2026-03-20\|27.26\|-4.48\|29.29\|29.74\|27.10\|63219;2026-03-23\|24.88\|-8.73\|26.45\|26.91\|24.68\|80867;2026-03-24\|27.13\|9.04\|26.07\|27.78\|25.23\|90535;2026-03-25\|26.92\|-0.77\|27.45\|27.92\|26.67\|63533;2026-03-26\|26.05\|-3.23\|26.80\|27.50\|25.95\|46852;2026-03-27\|26.26\|0.81\|25.50\|26.83\|24.89\|57645;2026-03-30\|26.51\|0.95\|25.65\|26.59\|25.12\|51062;2026-03-31\|24.60\|-7.20\|26.36\|26.68\|24.47\|56146;2026-04-01\|26.85\|9.15\|25.28\|28.80\|25.28\|138898;2026-04-02\|25.46\|-5.18\|26.57\|27.17\|25.18\|91721;2026-04-03\|25.53\|0.27\|26.75\|26.85\|25.18\|77696;2026-04-07\|26.75\|4.78\|25.52\|27.49\|25.52\|89181;2026-04-08\|27.77\|3.81\|27.44\|27.88\|26.69\|83007;2026-04-09\|28.00\|0.83\|27.18\|28.28\|26.77\|69506;2026-04-10\|28.87\|3.11\|28.00\|29.58\|27.65\|99540;2026-04-13\|29.89\|3.53\|28.30\|30.30\|28.30\|92729;2026-04-14\|29.60\|-0.97\|29.88\|30.28\|29.22\|70407;2026-04-15\|29.39\|-0.71\|29.60\|31.10\|29.17\|93346;2026-04-16\|29.54\|0.51\|29.39\|30.30\|29.02\|73786;2026-04-17\|29.24\|-1.02\|29.20\|29.67\|28.60\|59662;2026-04-20\|28.84\|-1.37\|29.49\|29.49\|28.72\|52564;2026-04-21\|29.76\|3.19\|28.59\|30.29\|28.29\|93686;2026-04-22\|29.81\|0.17\|29.50\|30.48\|29.40\|76176;2026-04-23\|28.64\|-3.92\|29.68\|29.89\|28.30\|55223;2026-04-24\|29.34\|2.44\|30.25\|31.99\|29.12\|123215;2026-04-27\|33.68\|14.79\|29.75\|33.83\|29.75\|181505;2026-04-28\|35.63\|5.79\|32.81\|37.75\|32.30\|218144;2026-04-29\|37.87\|6.29\|35.63\|39.45\|34.96\|187635;2026-04-30\|37.35\|-1.37\|37.60\|38.45\|36.36\|125241;2026-05-06\|42.39\|13.49\|38.86\|43.00\|37.91\|155094;2026-05-07\|41.00\|-3.28\|42.00\|42.38\|39.01\|142029;2026-05-08\|41.51\|1.24\|40.51\|42.44\|39.80\|99866;2026-05-11\|41.01\|-1.20\|41.66\|42.30\|40.60\|75134;2026-05-12\|40.44\|-1.39\|41.14\|42.10\|39.60\|80114;2026-05-13\|40.00\|-1.09\|40.60\|41.73\|39.62\|91598;2026-05-14\|38.00\|-5.00\|40.05\|40.30\|37.93\|84344;2026-05-15\|36.98\|-2.68\|38.00\|38.83\|36.65\|65996;2026-05-18\|37.10\|0.32\|36.81\|38.00\|36.11\|61348;2026-05-19\|44.52\|20.00\|36.81\|44.52\|36.24\|114927;2026-05-20\|43.40\|-2.52\|45.51\|45.98\|42.08\|145517;2026-05-21\|40.89\|-5.78\|43.41\|45.27\|40.60\|118388;2026-05-22\|46.47\|13.65\|41.40\|48.11\|41.25\|178911;2026-05-25\|45.76\|-1.53\|47.21\|48.38\|44.82\|165851;2026-05-26\|46.22\|1.01\|44.27\|48.35\|44.27\|140356;2026-05-27\|44.02\|-4.76\|46.06\|46.33\|43.10\|109463;2026-05-28\|47.20\|7.22\|43.56\|47.77\|43.18\|135448;2026-05-29\|46.24\|-2.03\|46.28\|49.90\|44.50\|147193;2026-06-01\|43.19\|-6.60\|45.03\|46.67\|43.02\|105851;2026-06-02\|43.00\|-0.44\|43.03\|44.74\|41.25\|85693;2026-06-03\|41.76\|-2.88\|42.31\|42.95\|40.90\|84969;2026-06-04\|41.70\|-0.14\|40.70\|42.41\|40.50\|74782;2026-06-05\|41.54\|-0.38\|41.29\|43.57\|40.08\|79715;2026-06-08\|39.61\|-4.65\|39.46\|41.08\|38.59\|69301;2026-06-09\|44.29\|11.82\|41.01\|44.95\|40.12\|112570;2026-06-10\|47.60\|7.47\|43.50\|51.47\|43.24\|147857;2026-06-11\|47.17\|-0.90\|47.00\|48.19\|45.76\|119086;2026-06-12\|56.60\|19.99\|47.69\|56.60\|47.36\|153795;2026-06-15\|67.92\|20.00\|61.51\|67.92\|61.51\|65497;2026-06-16\|81.50\|19.99\|78.41\|81.50\|75.70\|273231;2026-06-17\|79.89\|-1.98\|76.26\|82.00\|76.26\|193868;2026-06-18\|78.64\|-1.56\|78.29\|79.60\|76.91\|140109;2026-06-22\|77.48\|-1.48\|78.60\|79.21\|75.01\|126545;2026-06-23\|71.62\|-7.56\|75.03\|75.94\|71.00\|126722;2026-06-24\|75.50\|5.42\|71.40\|76.85\|71.40\|140812;2026-06-25\|74.88\|-0.82\|73.05\|76.30\|72.00\|115221;2026-06-26\|70.70\|-5.58\|72.37\|73.90\|69.01\|91970;2026-06-29\|67.31\|-4.79\|70.71\|71.71\|65.98\|93763;2026-06-30\|68.00\|1.03\|66.64\|68.99\|66.50\|70020;2026-07-01\|65.02\|-4.38\|66.95\|69.28\|64.49\|90535;2026-07-02\|60.80\|-6.49\|63.75\|64.99\|60.44\|70091;2026-07-03\|59.87\|-1.53\|60.71\|62.13\|59.00\|62373;2026-07-06\|55.80\|-6.80\|59.53\|61.70\|55.56\|78758;2026-07-07\|54.33\|-2.63\|56.48\|57.76\|53.50\|67118;2026-07-08\|51.70\|-4.84\|54.50\|55.50\|51.51\|58583;2026-07-09\|53.18\|2.86\|51.70\|53.49\|49.59\|69106;2026-07-10\|51.19\|-3.74\|53.18\|54.96\|51.15\|62406
115021	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	特种纤维布+风电叶片+央企行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月16日互动易，公司特种纤维布产品均完成国内外头部客户的认证并实现批量供货；据2026年4月7日机构调研，泰山玻纤研发布局特种纤维产品已有8年，目前产品类别覆盖4种全品类并完成头部客户认证和批量供应的只有泰山玻纤，总规划超过1亿米。 2、据2026年6月24日发行保荐书，风电叶片领域，公司子公司中材叶片2025年全年销售风电叶片36GW，市场占有率保持全球第一。 3、据2026年6月24日募集说明书，截至2025年12月31日，中国建材股份直接持有公司60.24%股份，为公司的控股股东；中国建材集团为中材科技的实际控制人。	1、公司自主研发的第一代低介电产品，已成功应用于高端 PCB 领域； 2、全资子公司泰山玻纤专业从事玻璃纤维及其制品的研发、制造及销售，拥有超140万吨的玻璃纤维年产能，在玻璃纤维配方、大型玻纤池窑设计、窑炉纯氧燃烧技术等方面拥有核心自主知识产权，居世界领先水平	2026-03-03\|46.83\|-7.89\|51.15\|51.33\|46.61\|586781;2026-03-04\|46.65\|-0.38\|46.00\|47.89\|46.00\|295743;2026-03-05\|46.95\|0.64\|47.89\|48.73\|46.44\|359884;2026-03-06\|44.99\|-4.17\|46.56\|46.89\|44.78\|422649;2026-03-09\|44.60\|-0.87\|43.33\|44.85\|42.00\|471289;2026-03-10\|46.71\|4.73\|45.67\|47.11\|45.60\|453096;2026-03-11\|46.08\|-1.35\|46.72\|47.57\|45.92\|331670;2026-03-12\|46.01\|-0.15\|45.87\|47.08\|44.90\|336905;2026-03-13\|45.98\|-0.07\|46.00\|47.00\|45.11\|456380;2026-03-16\|45.53\|-0.98\|46.50\|46.66\|43.63\|461948;2026-03-17\|42.51\|-6.63\|45.90\|46.00\|42.47\|448295;2026-03-18\|44.01\|3.53\|43.15\|44.07\|42.16\|346496;2026-03-19\|41.94\|-4.70\|42.86\|43.10\|41.67\|319071;2026-03-20\|41.54\|-0.95\|42.47\|42.98\|41.30\|375472;2026-03-23\|39.04\|-6.02\|40.54\|41.17\|38.90\|425074;2026-03-24\|40.30\|3.23\|39.90\|40.69\|38.45\|349609;2026-03-25\|41.19\|2.21\|41.00\|42.58\|40.90\|363084;2026-03-26\|40.41\|-1.89\|41.20\|41.96\|40.29\|286534;2026-03-27\|40.08\|-0.82\|39.62\|40.71\|38.80\|309202;2026-03-30\|40.85\|1.92\|39.65\|41.29\|39.11\|351984;2026-03-31\|39.27\|-3.87\|40.49\|40.78\|39.11\|281041;2026-04-01\|41.17\|4.84\|41.58\|42.80\|40.91\|450337;2026-04-02\|39.52\|-4.01\|41.17\|41.29\|39.13\|266604;2026-04-03\|39.72\|0.51\|39.91\|40.95\|39.68\|283310;2026-04-07\|40.67\|2.39\|39.98\|41.48\|39.80\|334457;2026-04-08\|43.73\|7.52\|42.18\|43.78\|41.73\|533849;2026-04-09\|43.09\|-1.46\|42.86\|43.86\|42.60\|321901;2026-04-10\|45.58\|5.78\|43.80\|46.38\|43.71\|583640;2026-04-13\|50.14\|10.00\|45.00\|50.14\|45.00\|639829;2026-04-14\|51.70\|3.11\|50.53\|51.93\|49.14\|832143;2026-04-15\|48.51\|-6.17\|50.70\|51.88\|47.99\|754519;2026-04-16\|48.85\|0.70\|48.76\|50.16\|48.03\|508442;2026-04-17\|49.30\|0.92\|48.24\|50.38\|47.73\|557821;2026-04-20\|49.29\|-0.02\|49.38\|51.30\|49.00\|527669;2026-04-21\|50.73\|2.92\|49.30\|51.19\|49.30\|514540;2026-04-22\|51.73\|1.97\|50.60\|51.81\|49.88\|552113;2026-04-23\|53.12\|2.69\|52.70\|55.30\|52.40\|760744;2026-04-24\|52.52\|-1.13\|52.00\|53.40\|50.86\|443825;2026-04-27\|52.07\|-0.86\|53.56\|54.24\|51.80\|447717;2026-04-28\|53.38\|2.52\|52.15\|54.93\|51.01\|538013;2026-04-29\|56.90\|6.59\|52.75\|57.58\|52.66\|581743;2026-04-30\|55.17\|-3.04\|57.01\|57.23\|53.51\|485406;2026-05-06\|60.69\|10.01\|56.21\|60.69\|56.21\|454719;2026-05-07\|63.18\|4.10\|62.95\|63.85\|60.52\|591766;2026-05-08\|62.40\|-1.23\|62.36\|64.93\|61.18\|395113;2026-05-11\|63.08\|1.09\|63.40\|63.93\|60.52\|478177;2026-05-12\|65.99\|4.61\|63.06\|66.76\|60.60\|610311;2026-05-13\|66.91\|1.39\|64.30\|67.88\|62.59\|566095;2026-05-14\|68.79\|2.81\|66.92\|71.90\|65.02\|597648;2026-05-15\|64.78\|-5.83\|68.79\|70.10\|64.04\|635742;2026-05-18\|65.64\|1.33\|63.73\|67.91\|63.25\|420354;2026-05-19\|64.28\|-2.07\|65.34\|65.90\|62.04\|379832;2026-05-20\|65.21\|1.45\|64.13\|66.19\|62.82\|311171;2026-05-21\|64.80\|-0.63\|66.44\|69.46\|64.68\|456767;2026-05-22\|71.28\|10.00\|65.00\|71.28\|65.00\|496373;2026-05-25\|74.88\|5.05\|73.00\|75.62\|71.06\|466444;2026-05-26\|74.24\|-0.85\|73.99\|77.06\|72.61\|511808;2026-05-27\|70.75\|-4.70\|75.06\|75.29\|70.21\|438431;2026-05-28\|76.51\|8.14\|70.80\|76.95\|70.80\|508052;2026-05-29\|71.15\|-6.48\|75.73\|75.73\|70.50\|462307;2026-06-01\|64.04\|-9.99\|72.40\|72.40\|64.04\|612649;2026-06-02\|65.43\|2.17\|63.24\|65.73\|60.60\|684041;2026-06-03\|63.62\|-2.77\|64.25\|67.31\|62.28\|711578;2026-06-04\|63.80\|0.28\|62.81\|64.45\|61.52\|462536;2026-06-05\|62.73\|-1.68\|62.80\|66.35\|60.93\|539437;2026-06-08\|58.80\|-6.26\|59.25\|61.79\|57.80\|491005;2026-06-09\|64.68\|10.00\|61.13\|64.68\|60.80\|455925;2026-06-10\|62.80\|-2.91\|64.68\|65.55\|61.87\|545132;2026-06-11\|63.88\|1.72\|62.47\|65.00\|60.76\|531530;2026-06-12\|61.92\|-3.07\|65.87\|67.46\|61.92\|647349;2026-06-15\|68.11\|10.00\|64.26\|68.11\|62.32\|555423;2026-06-16\|74.92\|10.00\|70.90\|74.92\|70.90\|547085;2026-06-17\|82.41\|10.00\|76.26\|82.41\|75.76\|825743;2026-06-18\|80.55\|-2.26\|82.25\|82.80\|78.20\|718755;2026-06-22\|84.32\|4.68\|81.95\|85.42\|79.37\|742310;2026-06-23\|76.80\|-8.92\|83.25\|83.57\|75.89\|593065;2026-06-24\|84.48\|10.00\|76.99\|84.48\|76.99\|636951;2026-06-25\|92.93\|10.00\|87.04\|92.93\|85.00\|378532;2026-06-26\|97.67\|5.10\|95.19\|102.22\|94.78\|891848;2026-06-29\|90.50\|-7.34\|99.00\|99.58\|87.90\|952297;2026-06-30\|90.00\|-0.55\|90.00\|93.80\|87.76\|565316;2026-07-01\|88.70\|-1.44\|93.00\|94.20\|87.77\|450080;2026-07-02\|82.22\|-7.31\|84.30\|86.80\|81.59\|463584;2026-07-03\|85.09\|3.49\|80.81\|89.78\|80.33\|472116;2026-07-06\|76.58\|-10.00\|84.47\|85.96\|76.58\|478792;2026-07-07\|74.30\|-2.98\|77.18\|79.89\|72.42\|451493;2026-07-08\|72.74\|-2.10\|75.32\|78.69\|72.06\|457697;2026-07-09\|74.75\|2.76\|74.92\|76.17\|70.01\|539088;2026-07-10\|70.89\|-5.16\|74.74\|78.08\|70.50\|523037
115020	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	电子布涨价+特种电子布+AI算力行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据证券时报2026年6月15日报道，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%，核心驱动力来自AI算力需求带来的结构性增长。 2、据2026年4月10日年报，AI算力硬件迭代催生PCB行业结构性增长，预计低介电、低热膨胀系数等高功能性特种电子布需求将大幅增长，公司2025年特种电子布收入1.78亿元，同比大增1327%。 3、据2026年6月13日公告，公司全资子公司黄石宏和投资约80亿元建设“高性能电子材料产业园项目”，近日已取得相关地块不动产权证，项目取得实质进展。	公司是全球高端电子级玻璃纤维布龙头，极薄布、低介电、低CTE特种电子布技术国际领先，为AI服务器PCB核心上游材料	2026-03-03\|75.59\|-3.36\|81.00\|81.39\|75.00\|291768;2026-03-04\|74.18\|-1.87\|74.08\|76.40\|73.39\|225813;2026-03-05\|72.34\|-2.48\|75.76\|75.76\|71.30\|237845;2026-03-06\|69.22\|-4.31\|72.73\|73.00\|69.00\|231256;2026-03-09\|68.80\|-0.61\|67.99\|69.08\|65.01\|218344;2026-03-10\|73.43\|6.73\|70.30\|75.00\|69.00\|393119;2026-03-11\|73.06\|-0.50\|73.55\|75.98\|72.00\|299613;2026-03-12\|72.58\|-0.66\|71.99\|75.60\|71.16\|242521;2026-03-13\|70.58\|-2.76\|71.18\|73.60\|69.15\|180092;2026-03-16\|71.41\|1.18\|72.00\|72.30\|68.30\|166805;2026-03-17\|66.00\|-7.58\|72.95\|73.80\|65.77\|202924;2026-03-18\|69.30\|5.00\|67.18\|69.78\|65.85\|199113;2026-03-19\|66.10\|-4.62\|67.80\|68.50\|66.03\|118507;2026-03-20\|64.10\|-3.03\|67.36\|68.78\|64.10\|143036;2026-03-23\|60.77\|-5.20\|62.70\|64.00\|60.48\|155588;2026-03-24\|63.73\|4.87\|62.00\|64.11\|59.68\|155457;2026-03-25\|66.42\|4.22\|66.68\|68.73\|65.81\|164718;2026-03-26\|66.24\|-0.27\|65.50\|68.91\|65.13\|153704;2026-03-27\|65.58\|-1.00\|64.56\|66.88\|63.90\|116134;2026-03-30\|72.14\|10.00\|65.40\|72.14\|64.54\|287144;2026-03-31\|70.05\|-2.90\|71.60\|73.00\|69.08\|280408;2026-04-01\|72.93\|4.11\|75.24\|77.06\|70.50\|389460;2026-04-02\|68.36\|-6.27\|70.51\|70.51\|67.03\|251965;2026-04-03\|68.00\|-0.53\|68.36\|70.99\|67.06\|206215;2026-04-07\|69.00\|1.47\|67.97\|71.39\|67.88\|174396;2026-04-08\|74.17\|7.49\|71.98\|74.38\|69.80\|273386;2026-04-09\|76.20\|2.74\|72.50\|77.18\|72.15\|231438;2026-04-10\|81.18\|6.54\|77.20\|83.82\|75.27\|340850;2026-04-13\|89.30\|10.00\|81.18\|89.30\|80.94\|182436;2026-04-14\|98.00\|9.74\|95.00\|98.23\|94.00\|352806;2026-04-15\|102.07\|4.15\|98.27\|107.80\|98.26\|488342;2026-04-16\|101.50\|-0.56\|102.00\|104.99\|98.88\|321930;2026-04-17\|105.30\|3.74\|97.69\|109.57\|97.69\|333423;2026-04-20\|103.96\|-1.27\|103.00\|108.86\|102.02\|314331;2026-04-21\|106.42\|2.37\|105.00\|108.00\|102.86\|248906;2026-04-22\|107.35\|0.87\|106.60\|109.90\|101.00\|247874;2026-04-23\|105.89\|-1.36\|112.00\|113.56\|104.90\|277569;2026-04-24\|107.00\|1.05\|103.72\|110.00\|103.57\|253884;2026-04-27\|106.41\|-0.55\|108.54\|111.77\|105.55\|221873;2026-04-28\|109.65\|3.04\|107.00\|113.42\|104.20\|262285;2026-04-29\|120.62\|10.00\|108.52\|120.62\|108.52\|156402;2026-04-30\|119.10\|-1.26\|125.00\|125.50\|111.16\|375010;2026-05-06\|131.01\|10.00\|122.50\|131.01\|122.26\|131119;2026-05-07\|144.11\|10.00\|135.00\|144.11\|135.00\|221060;2026-05-08\|148.87\|3.30\|144.98\|151.08\|138.68\|237760;2026-05-11\|149.98\|0.75\|147.93\|153.20\|140.79\|281994;2026-05-12\|148.31\|-1.11\|147.00\|151.00\|143.55\|209959;2026-05-13\|146.22\|-1.41\|143.50\|147.64\|140.20\|208616;2026-05-14\|141.83\|-3.00\|146.00\|147.80\|140.12\|176225;2026-05-15\|134.10\|-5.45\|141.62\|142.60\|132.00\|221019;2026-05-18\|131.48\|-1.95\|134.10\|134.90\|130.00\|182559;2026-05-19\|137.21\|4.36\|131.48\|137.98\|127.89\|223859;2026-05-20\|145.00\|5.68\|135.84\|147.01\|134.00\|249481;2026-05-21\|144.88\|-0.08\|148.00\|155.99\|141.50\|287969;2026-05-22\|159.37\|10.00\|148.00\|159.37\|147.99\|194299;2026-05-25\|175.31\|10.00\|167.49\|175.31\|164.50\|204415;2026-05-26\|183.90\|4.90\|175.31\|190.87\|171.50\|237878;2026-05-27\|179.92\|-2.16\|183.50\|189.02\|178.60\|212829;2026-05-28\|197.91\|10.00\|181.00\|197.91\|181.00\|162620;2026-05-29\|202.15\|2.14\|208.00\|208.00\|194.92\|219822;2026-06-01\|181.94\|-10.00\|181.94\|191.10\|181.94\|60384;2026-06-02\|198.80\|9.27\|163.75\|200.13\|163.75\|292713;2026-06-03\|197.37\|-0.72\|195.00\|207.67\|190.05\|241477;2026-06-04\|195.01\|-1.20\|194.00\|198.61\|192.59\|144992;2026-06-05\|196.06\|0.54\|192.00\|210.49\|190.10\|173625;2026-06-08\|188.56\|-3.83\|186.60\|195.00\|182.30\|175007;2026-06-09\|207.34\|10.00\|197.02\|207.34\|192.00\|156555;2026-06-10\|197.85\|-4.58\|201.21\|203.33\|188.00\|217331;2026-06-11\|211.00\|6.65\|196.80\|215.00\|193.77\|192094;2026-06-12\|207.89\|-1.47\|216.00\|225.01\|207.89\|182911;2026-06-15\|228.68\|10.00\|212.05\|228.68\|203.55\|166999;2026-06-16\|251.55\|10.00\|237.02\|251.55\|234.66\|132057;2026-06-17\|258.90\|2.92\|256.00\|276.00\|253.00\|226130;2026-06-18\|257.80\|-0.42\|244.70\|264.30\|244.70\|187693;2026-06-22\|263.01\|2.02\|257.75\|274.07\|251.18\|179393;2026-06-23\|247.90\|-5.75\|260.36\|260.36\|242.42\|134577;2026-06-24\|267.98\|8.10\|243.01\|272.00\|243.01\|151449;2026-06-25\|276.76\|3.28\|267.99\|287.59\|262.00\|149074;2026-06-26\|297.00\|7.31\|275.39\|304.00\|275.39\|171651;2026-06-29\|267.30\|-10.00\|287.00\|287.00\|267.30\|141737;2026-06-30\|265.33\|-0.74\|256.02\|280.00\|256.02\|159550;2026-07-01\|255.97\|-3.53\|268.55\|269.90\|249.40\|139817;2026-07-02\|233.23\|-8.88\|244.90\|253.20\|233.00\|160706;2026-07-03\|238.00\|2.05\|233.24\|251.90\|228.70\|170933;2026-07-06\|219.33\|-7.84\|238.23\|241.74\|214.20\|185478;2026-07-07\|218.35\|-0.45\|219.34\|224.78\|213.01\|125276;2026-07-08\|205.00\|-6.11\|222.72\|223.99\|204.68\|148503;2026-07-09\|213.65\|4.22\|209.04\|215.00\|201.18\|154554;2026-07-10\|206.03\|-3.57\|215.00\|224.14\|206.00\|144108
115019	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	电子布涨价+PCB+风电纱行业原因： 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、据证券时报2026年6月15日报道，电子布价格已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%，本轮涨价核心驱动力来自AI算力需求；据2024年年报，公司全资子公司临沂天炬节能材料科技有限公司产品包含PCB薄毡。 2、据2026年5月18日投资者关系活动记录表，2026年公司风电纱规划产能约15万吨，已与国内主流叶片制造商、整机厂建立深度合作关系，凭借高模/超高模产品技术及成本优势在风电纱领域处于行业前列。 3、据2026年一季报，公司一季度营收8.45亿元，同比增长39.05%；归母净利润1008.23万元，同比增长15.43%。公司最终控制人为山东省人民政府国有资产监督管理委员会，具备国企背景。	公司玻纤产能位居全国第四，玻纤纱为电子级玻璃纤维布的生产的原材料	2026-03-03\|9.32\|-9.95\|10.20\|10.30\|9.32\|481388;2026-03-04\|9.54\|2.36\|8.99\|9.75\|8.99\|370373;2026-03-05\|9.49\|-0.52\|9.71\|9.80\|9.40\|305505;2026-03-06\|9.33\|-1.69\|9.44\|9.54\|9.21\|212988;2026-03-09\|9.17\|-1.71\|9.10\|9.17\|8.84\|237448;2026-03-10\|9.62\|4.91\|9.38\|9.89\|9.23\|456148;2026-03-11\|9.59\|-0.31\|9.53\|9.91\|9.47\|371024;2026-03-12\|9.68\|0.94\|9.70\|10.11\|9.44\|409325;2026-03-13\|9.55\|-1.34\|9.42\|9.80\|9.42\|286031;2026-03-16\|9.70\|1.57\|9.70\|9.81\|9.36\|259573;2026-03-17\|9.12\|-5.98\|9.72\|9.75\|9.08\|262657;2026-03-18\|9.38\|2.85\|9.06\|9.40\|9.06\|192120;2026-03-19\|8.79\|-6.29\|9.19\|9.26\|8.72\|202204;2026-03-20\|8.64\|-1.71\|8.90\|8.94\|8.63\|174195;2026-03-23\|8.11\|-6.13\|8.45\|8.50\|8.02\|179245;2026-03-24\|8.51\|4.93\|8.28\|8.52\|8.06\|155068;2026-03-25\|8.85\|4.00\|8.63\|9.01\|8.61\|182620;2026-03-26\|8.63\|-2.49\|8.83\|9.01\|8.55\|111031;2026-03-27\|8.75\|1.39\|8.45\|8.82\|8.42\|93896;2026-03-30\|9.14\|4.46\|8.60\|9.25\|8.60\|263859;2026-03-31\|8.79\|-3.83\|9.13\|9.14\|8.77\|187372;2026-04-01\|9.67\|10.01\|9.10\|9.67\|9.10\|169445;2026-04-02\|9.48\|-1.96\|9.47\|9.53\|9.20\|543033;2026-04-03\|9.18\|-3.16\|9.48\|9.49\|8.88\|354463;2026-04-07\|9.25\|0.76\|9.17\|9.42\|8.91\|289534;2026-04-08\|9.60\|3.78\|9.44\|9.61\|9.23\|454422;2026-04-09\|9.20\|-4.17\|9.00\|9.30\|8.71\|411009;2026-04-10\|10.12\|10.00\|9.16\|10.12\|9.12\|490265;2026-04-13\|10.58\|4.55\|9.97\|10.96\|9.87\|945981;2026-04-14\|10.55\|-0.28\|10.18\|10.67\|10.07\|678859;2026-04-15\|10.14\|-3.89\|10.42\|10.47\|10.05\|454142;2026-04-16\|10.49\|3.45\|10.18\|10.49\|9.89\|528124;2026-04-17\|10.32\|-1.62\|10.40\|10.76\|10.30\|488274;2026-04-20\|10.44\|1.16\|10.19\|10.66\|10.18\|416753;2026-04-21\|10.76\|3.07\|10.27\|11.17\|10.27\|549909;2026-04-22\|11.03\|2.51\|10.55\|11.08\|10.45\|540918;2026-04-23\|10.64\|-3.54\|10.92\|11.51\|10.59\|609767;2026-04-24\|10.31\|-3.10\|10.15\|10.68\|10.15\|375923;2026-04-27\|11.34\|9.99\|10.30\|11.34\|10.10\|229713;2026-04-28\|11.03\|-2.73\|11.39\|11.39\|10.76\|517181;2026-04-29\|12.13\|9.97\|11.17\|12.13\|11.17\|413183;2026-04-30\|11.69\|-3.63\|12.08\|12.32\|11.31\|788786;2026-05-06\|12.29\|5.13\|11.92\|12.58\|11.76\|722292;2026-05-07\|13.52\|10.01\|12.28\|13.52\|12.27\|540234;2026-05-08\|14.87\|9.99\|13.38\|14.87\|13.30\|327897;2026-05-11\|16.36\|10.02\|16.04\|16.36\|15.92\|178202;2026-05-12\|16.99\|3.85\|17.50\|17.70\|14.97\|1279590;2026-05-13\|16.01\|-5.77\|16.49\|16.58\|15.30\|854658;2026-05-14\|15.47\|-3.37\|15.96\|16.61\|15.10\|647795;2026-05-15\|14.65\|-5.30\|15.54\|15.96\|14.43\|603085;2026-05-18\|14.50\|-1.02\|14.02\|14.70\|13.87\|431599;2026-05-19\|14.90\|2.76\|14.32\|15.19\|13.67\|632418;2026-05-20\|14.37\|-3.56\|14.50\|14.84\|14.10\|422958;2026-05-21\|14.31\|-0.42\|14.50\|15.46\|14.08\|652430;2026-05-22\|15.74\|9.99\|14.31\|15.74\|14.25\|721626;2026-05-25\|16.29\|3.49\|16.08\|16.72\|15.40\|927537;2026-05-26\|17.92\|10.01\|15.88\|17.92\|15.47\|731384;2026-05-27\|18.55\|3.52\|18.34\|19.71\|16.70\|1001196;2026-05-28\|20.20\|8.89\|17.80\|20.30\|17.68\|880090;2026-05-29\|18.32\|-9.31\|20.00\|20.00\|18.30\|716595;2026-06-01\|16.49\|-9.99\|17.40\|18.40\|16.49\|644709;2026-06-02\|16.85\|2.18\|16.29\|17.28\|15.68\|702615;2026-06-03\|17.19\|2.02\|16.50\|17.50\|16.30\|728071;2026-06-04\|18.43\|7.21\|16.56\|18.90\|16.38\|774133;2026-06-05\|18.39\|-0.22\|17.90\|19.71\|17.54\|758911;2026-06-08\|17.41\|-5.33\|16.72\|18.70\|16.72\|526745;2026-06-09\|19.15\|9.99\|18.44\|19.15\|18.00\|366872;2026-06-10\|21.07\|10.03\|19.60\|21.07\|19.53\|942947;2026-06-11\|22.26\|5.65\|21.49\|22.56\|20.66\|1096211;2026-06-12\|20.59\|-7.50\|21.60\|22.95\|20.54\|886663;2026-06-15\|21.80\|5.88\|20.89\|21.86\|20.80\|813005;2026-06-16\|23.98\|10.00\|21.50\|23.98\|21.14\|549822;2026-06-17\|26.00\|8.42\|24.60\|26.38\|24.48\|1019173;2026-06-18\|23.40\|-10.00\|23.40\|23.98\|23.40\|262396;2026-06-22\|22.82\|-2.48\|21.06\|23.35\|21.06\|1034794;2026-06-23\|21.00\|-7.98\|21.50\|22.53\|20.54\|747719;2026-06-24\|22.42\|6.76\|20.54\|22.77\|20.53\|884796;2026-06-25\|23.71\|5.75\|21.60\|24.26\|21.60\|848315;2026-06-26\|24.94\|5.19\|23.00\|25.95\|22.46\|888571;2026-06-29\|22.45\|-9.98\|24.41\|24.49\|22.45\|162022;2026-06-30\|21.09\|-6.06\|20.21\|22.30\|20.21\|811742;2026-07-01\|21.86\|3.65\|20.60\|22.00\|19.44\|712152;2026-07-02\|19.67\|-10.02\|20.61\|20.61\|19.67\|521508;2026-07-03\|18.32\|-6.86\|18.49\|20.00\|17.82\|635923;2026-07-06\|17.21\|-6.06\|18.36\|18.85\|17.00\|614856;2026-07-07\|16.96\|-1.45\|17.08\|17.88\|16.75\|393397;2026-07-08\|16.01\|-5.60\|16.99\|17.45\|16.00\|364352;2026-07-09\|17.52\|9.43\|16.33\|17.61\|16.22\|678445;2026-07-10\|16.75\|-4.39\|17.95\|18.27\|16.72\|588235
115018	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	铜箔+HVLP+固态电池+满产满销行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2026年5月26日投资者关系活动记录表，公司HVLP等新产品已逐步通过部分下游客户的认证，系英伟达AI电子铜箔产品的终端客户；RTF-3及HVLP-1/2产品已进入国内和台系多家头部厂商供应链体系，HVLP-3/4同步推进送样测试。 2、据2026年5月26日投资者关系活动记录表，公司3μm和3.5μm极薄铜箔已规模化量产；研发的多孔铜箔适用于固态电池；耐高温双面镀镍合金箔解决了硫化物固态电解质腐蚀难题，并获2025年高工金球奖。 3、据2026年5月26日投资者关系活动记录表，截至2026年5月，公司在产产能满产满销，五月订单排产已突破10000吨，铜箔产品加工费比去年同期提升了约15%。 4、据2026年5月30日异常波动公告，公司主营业务为锂离子电池用电解铜箔的研发、生产和销售，产品主要应用于锂电池生产制造。	公司主营电解铜箔，新一代HVLP铜箔通过认证	2026-03-03\|7.98\|-5.79\|8.64\|8.81\|7.97\|1361243;2026-03-04\|7.88\|-1.25\|7.75\|8.16\|7.75\|890747;2026-03-05\|7.84\|-0.51\|8.06\|8.13\|7.77\|648469;2026-03-06\|7.73\|-1.40\|7.77\|7.85\|7.51\|673417;2026-03-09\|7.43\|-3.88\|7.53\|7.53\|7.10\|866974;2026-03-10\|7.74\|4.17\|7.52\|7.90\|7.52\|858112;2026-03-11\|8.20\|5.94\|7.74\|8.48\|7.69\|1555289;2026-03-12\|8.22\|0.24\|8.15\|8.41\|8.07\|1048355;2026-03-13\|8.34\|1.46\|8.13\|8.66\|8.02\|1497228;2026-03-16\|8.37\|0.36\|8.27\|8.45\|8.16\|1167193;2026-03-17\|8.01\|-4.30\|8.44\|8.62\|8.00\|1296905;2026-03-18\|8.10\|1.12\|8.16\|8.34\|7.83\|976667;2026-03-19\|7.67\|-5.31\|8.02\|8.06\|7.63\|900241;2026-03-20\|7.78\|1.43\|7.82\|8.27\|7.69\|1251478;2026-03-23\|7.38\|-5.14\|7.70\|8.04\|7.18\|1270197;2026-03-24\|7.83\|6.10\|7.55\|7.92\|7.06\|1290315;2026-03-25\|7.86\|0.38\|7.81\|7.97\|7.71\|822080;2026-03-26\|7.87\|0.13\|7.80\|8.30\|7.72\|1364594;2026-03-27\|8.66\|10.04\|7.70\|8.66\|7.65\|1761690;2026-03-30\|9.10\|5.08\|9.01\|9.38\|8.77\|3302321;2026-03-31\|9.22\|1.32\|9.08\|9.49\|8.75\|3277514;2026-04-01\|9.08\|-1.52\|9.25\|9.83\|9.01\|3367721;2026-04-02\|9.34\|2.86\|8.98\|9.37\|8.50\|2754991;2026-04-03\|8.75\|-6.32\|9.20\|9.37\|8.71\|1926397;2026-04-07\|9.63\|10.06\|8.78\|9.63\|8.78\|3553238;2026-04-08\|9.82\|1.97\|9.79\|10.04\|9.50\|3456586;2026-04-09\|10.16\|3.46\|9.77\|10.24\|9.51\|3045792;2026-04-10\|9.88\|-2.76\|10.00\|10.65\|9.86\|3090651;2026-04-13\|10.19\|3.14\|9.55\|10.35\|9.55\|2568336;2026-04-14\|10.37\|1.77\|10.20\|10.55\|10.02\|2252719;2026-04-15\|10.25\|-1.16\|10.37\|10.88\|10.20\|2150756;2026-04-16\|10.05\|-1.95\|10.32\|10.39\|9.93\|1982175;2026-04-17\|9.99\|-0.60\|9.90\|10.36\|9.71\|1875227;2026-04-20\|10.00\|0.10\|9.91\|10.29\|9.90\|1737320;2026-04-21\|9.99\|-0.10\|9.93\|10.18\|9.48\|1705540;2026-04-22\|10.30\|3.10\|10.00\|10.47\|10.00\|2042777;2026-04-23\|9.27\|-10.00\|10.55\|10.60\|9.27\|2458188;2026-04-24\|9.76\|5.29\|8.94\|9.95\|8.63\|2658344;2026-04-27\|10.48\|7.38\|9.60\|10.50\|9.50\|2187787;2026-04-28\|10.56\|0.76\|10.40\|10.96\|10.12\|2366089;2026-04-29\|10.99\|4.07\|10.40\|11.11\|10.40\|2170246;2026-04-30\|10.75\|-2.18\|10.90\|11.34\|10.71\|1707974;2026-05-06\|11.45\|6.51\|10.94\|11.49\|10.63\|2048556;2026-05-07\|11.29\|-1.40\|11.41\|11.99\|11.25\|1911313;2026-05-08\|11.07\|-1.95\|11.11\|11.54\|11.01\|1667420;2026-05-11\|10.95\|-1.08\|11.07\|11.45\|10.85\|1548963;2026-05-12\|10.84\|-1.00\|10.96\|11.14\|10.61\|1303332;2026-05-13\|11.07\|2.12\|10.80\|11.37\|10.62\|1593820;2026-05-14\|10.43\|-5.78\|11.01\|11.08\|10.32\|1424909;2026-05-15\|10.11\|-3.07\|10.34\|10.84\|10.03\|1329355;2026-05-18\|10.00\|-1.09\|10.01\|10.12\|9.80\|1029202;2026-05-19\|9.72\|-2.80\|9.88\|10.01\|9.54\|923870;2026-05-20\|9.91\|1.95\|9.66\|10.06\|9.32\|1073300;2026-05-21\|9.29\|-6.26\|9.99\|10.14\|9.26\|1041523;2026-05-22\|9.98\|7.43\|9.29\|10.07\|9.20\|1240267;2026-05-25\|10.08\|1.00\|10.17\|10.65\|10.03\|1049917;2026-05-26\|10.81\|7.24\|10.08\|11.09\|9.88\|2628398;2026-05-27\|10.46\|-3.24\|10.65\|10.92\|10.32\|1812101;2026-05-28\|11.51\|10.04\|10.48\|11.51\|10.48\|2324843;2026-05-29\|12.66\|9.99\|11.70\|12.66\|11.51\|2771038;2026-06-01\|12.37\|-2.29\|12.61\|13.19\|12.20\|3124311;2026-06-02\|11.84\|-4.28\|12.18\|12.32\|11.33\|2119837;2026-06-03\|12.04\|1.69\|11.52\|12.73\|11.52\|2227040;2026-06-04\|11.54\|-4.15\|11.89\|11.90\|11.26\|1766155;2026-06-05\|11.29\|-2.17\|11.42\|11.95\|10.87\|1840852;2026-06-08\|10.74\|-4.87\|10.70\|11.27\|10.52\|1333557;2026-06-09\|11.81\|9.96\|11.00\|11.81\|10.99\|1025252;2026-06-10\|12.20\|3.30\|12.38\|12.58\|11.80\|2238091;2026-06-11\|12.22\|0.16\|12.21\|12.45\|11.88\|1732584;2026-06-12\|12.94\|5.89\|12.52\|13.44\|12.30\|2798252;2026-06-15\|14.23\|9.97\|13.60\|14.23\|13.59\|699018;2026-06-16\|15.65\|9.98\|15.65\|15.65\|15.65\|108116;2026-06-17\|17.22\|10.03\|17.22\|17.22\|17.22\|162236;2026-06-18\|17.57\|2.03\|17.50\|18.42\|17.00\|4928456;2026-06-22\|17.15\|-2.39\|17.32\|17.84\|16.35\|3518854;2026-06-23\|15.44\|-9.97\|16.50\|16.55\|15.44\|1604695;2026-06-24\|15.17\|-1.75\|14.45\|15.44\|14.41\|2634766;2026-06-25\|15.77\|3.96\|14.95\|16.10\|14.66\|2662454;2026-06-26\|15.29\|-3.04\|15.40\|16.55\|15.10\|2391419;2026-06-29\|14.73\|-3.66\|15.00\|16.08\|14.40\|1947590;2026-06-30\|15.09\|2.44\|14.66\|15.20\|14.42\|1634862;2026-07-01\|15.33\|1.59\|15.25\|15.96\|14.99\|2085138;2026-07-02\|14.53\|-5.22\|14.51\|15.50\|14.02\|1853946;2026-07-03\|15.75\|8.40\|14.57\|15.98\|14.51\|2455536;2026-07-06\|14.39\|-8.63\|15.60\|16.49\|14.20\|2426033;2026-07-07\|15.23\|5.84\|14.36\|15.83\|14.26\|2808075;2026-07-08\|13.71\|-9.98\|15.07\|15.68\|13.71\|2435353;2026-07-09\|13.44\|-1.97\|13.70\|13.96\|12.56\|2523722;2026-07-10\|12.82\|-4.61\|13.44\|14.07\|12.79\|1507558
115017	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	PCB化学品+AI算力+股权激励行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月15日公告，公司作为国内PCB化学品龙头，充分受益于AI及高性能计算发展，PCB化学品业务2025年营收占比达70.24%，连续三年高速增长。 2、据2026年6月2日互动易，子公司东硕科技研发的IC封装基板专用酸铜添加剂已通过多家客户验证并批量应用，打破国外垄断，适用于高端电镀需求；据2025年年报，高速光模块键合剂已通过1.6T性能测试，产品终端覆盖人工智能等产业链。 3、据2026年6月13日公告，公司2026年第二次临时股东会审议通过了《2026年限制性股票激励计划》，有助于激发管理层及核心员工积极性；据2026年一季报，公司一季度归母净利润4114.51万元，同比增长63.19%。	1、国内PCB化学品的领先厂商；公司主要产品包括PCB化学品，PCB化学品的功能主要应用于集成电路互连技术； 2、消息称公司在硫化锂的生产上选择了固态和固相合成的干法路线，已在下游固态电池客户中处于领先地位	2026-03-03\|20.74\|-6.58\|22.31\|22.38\|20.70\|225862;2026-03-04\|20.95\|1.01\|20.32\|21.29\|20.32\|156425;2026-03-05\|21.15\|0.95\|21.35\|21.58\|20.89\|113668;2026-03-06\|20.93\|-1.04\|21.03\|21.21\|20.86\|105543;2026-03-09\|20.33\|-2.87\|20.51\|20.59\|19.60\|232132;2026-03-10\|20.82\|2.41\|20.66\|21.02\|20.59\|131334;2026-03-11\|21.05\|1.10\|20.84\|21.48\|20.80\|136897;2026-03-12\|20.61\|-2.09\|21.01\|21.01\|20.34\|122885;2026-03-13\|20.60\|-0.05\|20.43\|21.25\|20.40\|146019;2026-03-16\|21.00\|1.94\|20.55\|21.00\|20.40\|132925;2026-03-17\|19.93\|-5.10\|21.00\|21.15\|19.90\|174984;2026-03-18\|19.94\|0.05\|19.99\|20.08\|19.53\|128479;2026-03-19\|18.92\|-5.12\|19.59\|19.63\|18.90\|169414;2026-03-20\|18.51\|-2.17\|18.98\|19.17\|18.47\|122461;2026-03-23\|17.47\|-5.62\|18.00\|18.48\|17.40\|161104;2026-03-24\|17.82\|2.00\|17.82\|17.96\|17.03\|130508;2026-03-25\|18.10\|1.57\|17.94\|18.26\|17.87\|110314;2026-03-26\|18.28\|0.99\|18.05\|18.66\|17.96\|128569;2026-03-27\|18.79\|2.79\|18.01\|18.91\|18.00\|129108;2026-03-30\|18.72\|-0.37\|18.58\|18.94\|18.35\|88169;2026-03-31\|17.87\|-4.54\|18.75\|18.76\|17.83\|158950;2026-04-01\|18.15\|1.57\|18.28\|18.28\|17.95\|87879;2026-04-02\|17.19\|-5.29\|17.71\|17.87\|17.07\|172120;2026-04-03\|16.51\|-3.96\|17.25\|17.39\|16.41\|130529;2026-04-07\|17.04\|3.21\|16.75\|17.18\|16.75\|112933;2026-04-08\|17.60\|3.29\|17.36\|17.60\|17.32\|93214;2026-04-09\|17.39\|-1.19\|17.40\|17.54\|17.29\|64753;2026-04-10\|18.05\|3.80\|17.50\|18.25\|17.49\|128725;2026-04-13\|18.92\|4.82\|18.05\|18.98\|17.99\|155801;2026-04-14\|19.70\|4.12\|19.00\|20.18\|19.00\|253496;2026-04-15\|18.75\|-4.82\|19.72\|19.85\|18.70\|212682;2026-04-16\|19.24\|2.61\|18.95\|19.33\|18.68\|161357;2026-04-17\|19.54\|1.56\|19.11\|19.65\|19.09\|153566;2026-04-20\|19.60\|0.31\|19.50\|19.97\|19.41\|142580;2026-04-21\|19.97\|1.89\|19.44\|20.17\|19.28\|201838;2026-04-22\|20.19\|1.10\|19.97\|20.38\|19.88\|194158;2026-04-23\|20.27\|0.40\|20.40\|20.69\|19.95\|268653;2026-04-24\|20.24\|-0.15\|20.01\|20.41\|19.93\|152687;2026-04-27\|22.26\|9.98\|20.10\|22.26\|20.10\|387740;2026-04-28\|21.91\|-1.57\|22.05\|22.35\|21.23\|422873;2026-04-29\|21.75\|-0.73\|21.80\|21.91\|21.19\|336272;2026-04-30\|21.70\|-0.23\|21.76\|22.18\|21.58\|249529;2026-05-06\|22.42\|3.32\|22.13\|22.65\|21.85\|342663;2026-05-07\|22.44\|0.09\|22.22\|22.75\|22.05\|285197;2026-05-08\|22.13\|-1.38\|22.21\|22.60\|22.04\|241146;2026-05-11\|22.86\|3.30\|22.20\|23.07\|22.13\|341760;2026-05-12\|22.49\|-1.19\|22.85\|22.87\|21.91\|266404;2026-05-13\|23.66\|5.20\|22.25\|23.99\|22.25\|448889;2026-05-14\|22.78\|-3.72\|23.60\|23.60\|22.74\|272514;2026-05-15\|22.79\|0.04\|22.78\|23.80\|22.57\|284861;2026-05-18\|23.90\|4.87\|22.62\|24.45\|22.50\|371866;2026-05-19\|23.12\|-3.26\|23.60\|23.68\|22.75\|305936;2026-05-20\|23.57\|1.95\|22.96\|23.80\|22.90\|262943;2026-05-21\|23.05\|-2.21\|23.91\|25.12\|22.96\|445453;2026-05-22\|25.36\|10.02\|23.90\|25.36\|23.77\|754509;2026-05-25\|27.90\|10.02\|26.75\|27.90\|26.68\|443883;2026-05-26\|28.13\|0.82\|28.00\|29.08\|27.27\|1016346;2026-05-27\|29.95\|6.47\|27.81\|30.23\|27.48\|859667;2026-05-28\|31.16\|4.04\|29.00\|31.16\|28.85\|817732;2026-05-29\|28.86\|-7.38\|30.40\|30.50\|28.51\|721965;2026-06-01\|27.35\|-5.23\|28.36\|29.20\|27.15\|511365;2026-06-02\|27.15\|-0.73\|27.25\|27.94\|26.25\|384181;2026-06-03\|28.22\|3.94\|27.31\|29.10\|26.85\|539864;2026-06-04\|28.43\|0.74\|27.72\|28.96\|27.56\|384704;2026-06-05\|27.98\|-1.58\|27.85\|29.18\|27.01\|440042;2026-06-08\|25.74\|-8.01\|26.66\|27.12\|25.31\|479342;2026-06-09\|28.31\|9.98\|26.50\|28.31\|26.30\|334800;2026-06-10\|28.55\|0.85\|28.38\|28.97\|27.86\|479685;2026-06-11\|27.63\|-3.22\|28.39\|28.80\|27.40\|414652;2026-06-12\|29.63\|7.24\|28.15\|30.39\|27.39\|742384;2026-06-15\|32.59\|9.99\|31.16\|32.59\|31.10\|335334;2026-06-16\|35.85\|10.00\|35.85\|35.85\|35.85\|46802;2026-06-17\|39.44\|10.01\|38.68\|39.44\|38.65\|206054;2026-06-18\|41.30\|4.72\|39.79\|41.48\|38.41\|1137927;2026-06-22\|41.56\|0.63\|41.15\|42.15\|38.66\|874198;2026-06-23\|37.40\|-10.01\|40.00\|40.31\|37.40\|347505;2026-06-24\|34.97\|-6.50\|34.99\|36.50\|34.11\|796351;2026-06-25\|36.85\|5.38\|35.44\|37.00\|34.27\|760213;2026-06-26\|39.11\|6.13\|36.01\|39.50\|35.90\|764848;2026-06-29\|35.20\|-10.00\|38.46\|39.40\|35.20\|530660;2026-06-30\|35.74\|1.53\|34.60\|36.50\|33.30\|530033;2026-07-01\|35.59\|-0.42\|35.90\|36.96\|34.90\|498010;2026-07-02\|34.35\|-3.48\|34.15\|36.88\|33.01\|483508;2026-07-03\|33.34\|-2.94\|32.93\|35.30\|32.05\|465039;2026-07-06\|31.62\|-5.16\|33.50\|33.98\|31.05\|349635;2026-07-07\|32.72\|3.48\|31.65\|34.78\|31.50\|484182;2026-07-08\|31.09\|-4.98\|33.69\|33.85\|30.51\|362822;2026-07-09\|32.50\|4.54\|31.72\|32.88\|29.90\|382892;2026-07-10\|30.42\|-6.40\|33.15\|33.33\|30.42\|366396
115016	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	高速覆铜板+先进封装+电子环氧树脂行业原因： 1、英特尔CEO陈立武近日表示，他对英特尔的回报目标是"5至10年内实现10倍"，并正在围绕先进封装、新型半导体材料与下一代基板技术，系统性地重构英特尔的技术路线图。 2、兴业证券6月11日研报指出，玻璃基板凭借低热膨胀系数、高布线密度等优势成为下一代核心基板，台积电、英特尔等龙头布局加速，行业迎来景气上行窗口。公司原因： 1、据2026年6月18日互动易，公司GA-686系列高速覆铜板产品已通过客户认证，取得小量订单生产，产品通过服务下游印刷电路板企业供应至各终端，广泛应用于通讯、服务器等领域。 2、据2026年4月23日年报，公司与晶化科技合作开发应用于FCBGA及FCCSP先进封装载板的GBF增层膜新材料；子公司珠海宏昌已取得“半导体级功能性树脂膜材研发及产业化项目”备案，年产ABF载板用增层膜材172.8万平方米。 3、据2026年4月23日年报，公司主营电子级环氧树脂与覆铜板，直接客户包括瀚宇博德、健鼎科技、胜宏科技等大型PCB厂商，业务聚焦于AI算力需求相关的材料升级。	公司开发了高频高速5G电路板用树脂，已完成下游CCL覆铜板客户实验室认证	2026-03-03\|10.81\|-2.79\|11.35\|11.52\|10.78\|663748;2026-03-04\|10.69\|-1.11\|10.62\|11.05\|10.58\|489216;2026-03-05\|10.64\|-0.47\|10.98\|11.10\|10.52\|481227;2026-03-06\|10.51\|-1.22\|10.57\|10.69\|10.36\|316552;2026-03-09\|10.25\|-2.47\|10.30\|10.30\|9.80\|421121;2026-03-10\|10.78\|5.17\|10.40\|10.97\|10.36\|479040;2026-03-11\|10.76\|-0.19\|10.88\|11.13\|10.73\|473520;2026-03-12\|10.58\|-1.67\|10.67\|10.94\|10.45\|353540;2026-03-13\|10.69\|1.04\|10.41\|10.94\|10.40\|432774;2026-03-16\|11.04\|3.27\|10.69\|11.08\|10.55\|579474;2026-03-17\|10.38\|-5.98\|11.00\|11.00\|10.36\|575452;2026-03-18\|10.74\|3.47\|10.40\|10.83\|10.38\|432543;2026-03-19\|10.53\|-1.96\|10.40\|10.80\|10.39\|318544;2026-03-20\|9.91\|-5.89\|10.74\|10.80\|9.91\|424074;2026-03-23\|9.14\|-7.77\|9.69\|9.78\|9.07\|481049;2026-03-24\|9.50\|3.94\|9.35\|9.55\|9.09\|371282;2026-03-25\|9.69\|2.00\|9.51\|9.85\|9.51\|276330;2026-03-26\|9.40\|-2.99\|9.61\|9.72\|9.34\|207967;2026-03-27\|10.34\|10.00\|9.18\|10.34\|9.12\|411228;2026-03-30\|10.20\|-1.35\|10.15\|10.47\|10.03\|434994;2026-03-31\|9.84\|-3.53\|10.28\|10.28\|9.79\|330332;2026-04-01\|10.14\|3.05\|10.09\|10.40\|10.07\|348753;2026-04-02\|9.71\|-4.24\|10.20\|10.20\|9.59\|296897;2026-04-03\|9.70\|-0.10\|9.83\|9.98\|9.67\|253176;2026-04-07\|10.67\|10.00\|9.95\|10.67\|9.90\|338480;2026-04-08\|11.01\|3.19\|10.74\|11.08\|10.71\|1020913;2026-04-09\|11.10\|0.82\|10.81\|11.21\|10.75\|764651;2026-04-10\|10.94\|-1.44\|11.12\|11.20\|10.90\|556707;2026-04-13\|11.69\|6.86\|10.82\|11.97\|10.80\|959727;2026-04-14\|12.86\|10.01\|11.82\|12.86\|11.65\|614684;2026-04-15\|12.88\|0.16\|13.00\|14.14\|12.66\|1586654;2026-04-16\|12.89\|0.08\|12.80\|13.22\|12.51\|982647;2026-04-17\|12.94\|0.39\|12.94\|13.28\|12.86\|862370;2026-04-20\|13.28\|2.63\|13.04\|13.48\|12.88\|1000729;2026-04-21\|13.86\|4.37\|13.10\|14.60\|13.01\|1200628;2026-04-22\|13.88\|0.14\|13.62\|14.21\|13.19\|994649;2026-04-23\|13.87\|-0.07\|13.60\|14.20\|13.58\|781567;2026-04-24\|14.39\|3.75\|13.70\|14.76\|13.65\|979115;2026-04-27\|15.15\|5.28\|14.42\|15.32\|14.15\|979893;2026-04-28\|14.75\|-2.64\|14.91\|15.60\|14.37\|978894;2026-04-29\|14.34\|-2.78\|13.98\|14.96\|13.96\|1070104;2026-04-30\|13.82\|-3.63\|14.53\|14.66\|13.80\|852139;2026-05-06\|13.93\|0.80\|14.00\|14.44\|13.83\|758488;2026-05-07\|15.32\|9.98\|13.94\|15.32\|13.68\|698409;2026-05-08\|15.32\|0.00\|15.50\|15.74\|14.84\|782087;2026-05-11\|15.31\|-0.07\|15.60\|15.68\|15.08\|645160;2026-05-12\|15.10\|-1.37\|15.21\|15.38\|14.72\|562763;2026-05-13\|16.19\|7.22\|14.80\|16.61\|14.61\|1062572;2026-05-14\|16.35\|0.99\|16.33\|17.02\|15.44\|977812;2026-05-15\|15.14\|-7.40\|17.50\|17.53\|14.88\|1149246;2026-05-18\|14.98\|-1.06\|14.85\|15.65\|14.73\|716488;2026-05-19\|15.83\|5.67\|14.73\|16.00\|14.47\|792054;2026-05-20\|15.66\|-1.07\|15.83\|16.10\|15.47\|495712;2026-05-21\|15.12\|-3.45\|15.80\|16.86\|15.02\|833810;2026-05-22\|16.29\|7.74\|15.13\|16.42\|15.13\|838969;2026-05-25\|16.52\|1.41\|16.48\|17.03\|16.21\|694356;2026-05-26\|16.98\|2.78\|16.53\|17.38\|16.03\|958790;2026-05-27\|16.56\|-2.47\|17.00\|17.47\|15.94\|864393;2026-05-28\|17.42\|5.19\|16.16\|17.42\|16.16\|942777;2026-05-29\|16.58\|-4.82\|17.30\|18.56\|16.20\|1161609;2026-06-01\|17.04\|2.77\|16.29\|17.74\|16.20\|982148;2026-06-02\|18.38\|7.86\|16.70\|18.74\|16.67\|1230454;2026-06-03\|17.31\|-5.82\|18.29\|18.56\|17.04\|1223805;2026-06-04\|17.57\|1.50\|16.85\|17.68\|16.12\|928864;2026-06-05\|16.75\|-4.67\|17.25\|17.60\|16.68\|601084;2026-06-08\|15.08\|-9.97\|15.16\|15.84\|15.08\|475272;2026-06-09\|16.59\|10.01\|15.65\|16.59\|15.64\|757124;2026-06-10\|18.25\|10.01\|17.00\|18.25\|17.00\|1995909;2026-06-11\|17.90\|-1.92\|18.35\|18.49\|17.22\|1343148;2026-06-12\|17.43\|-2.57\|17.96\|18.50\|17.31\|1001368;2026-06-15\|19.17\|9.98\|17.76\|19.17\|17.60\|537848;2026-06-16\|21.09\|10.02\|19.89\|21.09\|19.88\|912132;2026-06-17\|23.20\|10.00\|21.50\|23.20\|21.50\|785334;2026-06-18\|23.58\|1.64\|23.64\|24.65\|22.67\|1418359;2026-06-22\|25.94\|10.01\|23.66\|25.94\|23.11\|1504556;2026-06-23\|23.35\|-9.98\|26.00\|26.45\|23.35\|1163300;2026-06-24\|23.49\|0.60\|22.57\|23.97\|22.50\|1123341;2026-06-25\|24.95\|6.22\|23.07\|25.15\|22.78\|1267078;2026-06-26\|26.23\|5.13\|24.18\|27.45\|23.68\|1342862;2026-06-29\|24.32\|-7.28\|27.00\|27.01\|23.61\|1260138;2026-06-30\|24.17\|-0.62\|24.03\|24.52\|23.23\|941661;2026-07-01\|23.78\|-1.61\|23.69\|25.60\|23.41\|887305;2026-07-02\|22.79\|-4.16\|22.61\|24.70\|22.11\|862420;2026-07-03\|22.38\|-1.80\|22.00\|23.50\|21.87\|783724;2026-07-06\|21.47\|-4.07\|22.78\|23.80\|21.15\|707605;2026-07-07\|20.79\|-3.17\|21.89\|22.10\|20.43\|559648;2026-07-08\|19.80\|-4.76\|21.03\|21.20\|19.40\|612341;2026-07-09\|20.06\|1.31\|20.14\|20.36\|18.94\|647280;2026-07-10\|19.00\|-5.28\|20.05\|21.10\|18.99\|654493
115015	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	覆铜板+AI算力+定增扩产行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月10日公告，公司拟向特定对象发行股票募集资金总额不超过12亿元，用于“年产1200万张高等级覆铜板项目”及补充流动资金，目前该事项正在积极推进中。 2、据2025年年报及2026年定增预案，公司主营覆铜板，明确将AI算力赛道纳入重点战略布局；高速覆铜板产品涵盖Very low-loss至Extreme low-loss等级，已在AI服务器主板、光模块等场景实现批量应用。 3、据2025年年报及2026年定增预案，公司是国内覆铜板行业前列厂商，全球市占率约2.9%，产品覆盖5G通信、AI服务器、汽车电子等领域。	公司已将AI算力赛道纳入五年战略重点，Extreme Low-loss等级覆铜板已批量供货AI服务器、交换机、数据中心等核心场景	2026-03-03\|79.78\|-1.87\|85.15\|88.15\|79.00\|176447;2026-03-04\|77.60\|-2.73\|77.63\|82.20\|76.51\|120169;2026-03-05\|75.03\|-3.31\|80.62\|80.80\|74.08\|115531;2026-03-06\|70.37\|-6.21\|74.50\|75.23\|69.85\|163573;2026-03-09\|65.86\|-6.41\|67.00\|67.43\|63.38\|144431;2026-03-10\|70.80\|7.50\|67.80\|71.99\|67.10\|154553;2026-03-11\|70.24\|-0.79\|70.80\|72.99\|69.42\|109283;2026-03-12\|69.04\|-1.71\|69.65\|71.70\|67.50\|81982;2026-03-13\|68.61\|-0.62\|69.04\|70.76\|67.69\|96719;2026-03-16\|69.07\|0.67\|68.11\|69.36\|66.66\|77092;2026-03-17\|65.34\|-5.40\|70.00\|70.00\|65.00\|82334;2026-03-18\|67.10\|2.69\|66.65\|67.31\|64.90\|62538;2026-03-19\|64.52\|-3.85\|66.00\|67.03\|64.00\|69182;2026-03-20\|62.60\|-2.98\|65.30\|66.27\|62.41\|76962;2026-03-23\|57.90\|-7.51\|59.85\|61.65\|57.24\|111454;2026-03-24\|61.69\|6.55\|59.22\|61.83\|56.95\|109980;2026-03-25\|62.97\|2.07\|61.90\|64.29\|61.22\|100595;2026-03-26\|61.31\|-2.64\|62.31\|63.59\|61.06\|64129;2026-03-27\|62.60\|2.10\|60.10\|63.52\|59.20\|93808;2026-03-30\|61.79\|-1.29\|60.26\|62.87\|60.26\|64640;2026-03-31\|59.90\|-3.06\|61.65\|62.39\|59.51\|63446;2026-04-01\|62.16\|3.77\|61.88\|63.80\|61.39\|75900;2026-04-02\|59.87\|-3.68\|62.00\|62.14\|59.46\|66053;2026-04-03\|61.88\|3.36\|60.48\|63.66\|60.00\|101197;2026-04-07\|66.28\|7.11\|63.00\|68.07\|63.00\|168767;2026-04-08\|70.87\|6.93\|68.01\|71.60\|68.01\|190713;2026-04-09\|74.01\|4.43\|70.96\|75.87\|70.00\|169009;2026-04-10\|72.93\|-1.46\|74.15\|75.60\|71.72\|139277;2026-04-13\|73.32\|0.53\|72.00\|74.86\|72.00\|114807;2026-04-14\|74.60\|1.75\|74.45\|76.60\|72.04\|153697;2026-04-15\|72.85\|-2.35\|75.00\|76.20\|72.50\|112305;2026-04-16\|72.01\|-1.15\|72.89\|74.18\|71.90\|96593;2026-04-17\|75.35\|4.64\|71.90\|77.50\|71.42\|135421;2026-04-20\|75.25\|-0.13\|75.89\|77.34\|73.90\|136258;2026-04-21\|74.79\|-0.61\|73.91\|75.94\|73.53\|120387;2026-04-22\|73.96\|-1.11\|71.79\|74.56\|68.11\|203292;2026-04-23\|69.80\|-5.62\|73.77\|74.44\|68.80\|152193;2026-04-24\|73.70\|5.59\|69.17\|74.90\|66.50\|233806;2026-04-27\|75.30\|2.17\|73.70\|77.00\|71.75\|173541;2026-04-28\|76.43\|1.50\|75.29\|80.33\|75.00\|212475;2026-04-29\|80.73\|5.63\|76.00\|82.46\|75.00\|196211;2026-04-30\|79.18\|-1.92\|80.20\|80.99\|77.01\|188367;2026-05-06\|81.83\|3.35\|81.00\|83.99\|81.00\|177580;2026-05-07\|86.70\|5.95\|81.30\|87.63\|80.10\|150204;2026-05-08\|86.11\|-0.68\|85.19\|87.99\|83.60\|116263;2026-05-11\|89.01\|3.37\|87.00\|91.11\|84.00\|166389;2026-05-12\|97.91\|10.00\|90.20\|97.91\|89.40\|214206;2026-05-13\|104.66\|6.89\|96.20\|105.49\|95.01\|190076;2026-05-14\|106.32\|1.59\|105.77\|110.98\|100.88\|179606;2026-05-15\|100.91\|-4.97\|106.00\|109.60\|98.96\|185758;2026-05-18\|100.27\|-0.63\|98.00\|104.33\|97.01\|148869;2026-05-19\|103.63\|3.35\|98.50\|104.80\|94.88\|158749;2026-05-20\|113.99\|10.00\|101.95\|113.99\|100.95\|161363;2026-05-21\|112.58\|-1.24\|120.02\|123.57\|111.11\|205106;2026-05-22\|123.84\|10.00\|115.29\|123.84\|115.29\|154231;2026-05-25\|131.25\|5.98\|124.00\|131.50\|118.01\|240951;2026-05-26\|132.60\|1.03\|125.99\|139.22\|121.20\|221273;2026-05-27\|128.55\|-3.05\|129.50\|138.99\|126.13\|165357;2026-05-28\|132.12\|2.78\|124.01\|133.66\|120.18\|159139;2026-05-29\|132.10\|-0.02\|131.40\|138.95\|129.18\|160603;2026-06-01\|120.32\|-8.92\|130.00\|130.76\|120.00\|169559;2026-06-02\|121.57\|1.04\|121.20\|123.20\|114.17\|151100;2026-06-03\|118.51\|-2.52\|120.09\|123.58\|116.00\|148995;2026-06-04\|123.57\|4.27\|118.51\|125.88\|115.97\|138263;2026-06-05\|123.66\|0.07\|120.60\|129.50\|118.12\|149494;2026-06-08\|136.03\|10.00\|115.24\|136.03\|114.50\|246802;2026-06-09\|149.63\|10.00\|143.00\|149.63\|137.80\|195621;2026-06-10\|163.32\|9.15\|152.50\|164.59\|152.50\|221520;2026-06-11\|170.38\|4.32\|166.01\|174.42\|159.01\|197396;2026-06-12\|170.30\|-0.05\|176.00\|187.42\|170.05\|212147;2026-06-15\|187.33\|10.00\|178.47\|187.33\|178.00\|61517;2026-06-16\|206.06\|10.00\|200.06\|206.06\|198.00\|57878;2026-06-17\|226.67\|10.00\|215.00\|226.67\|214.30\|160407;2026-06-18\|238.11\|5.05\|223.38\|239.99\|221.22\|176786;2026-06-22\|249.19\|4.65\|238.11\|258.00\|229.39\|195105;2026-06-23\|231.60\|-7.06\|248.94\|248.94\|229.50\|133201;2026-06-24\|250.44\|8.13\|236.00\|254.76\|234.03\|159877;2026-06-25\|262.80\|4.94\|250.50\|269.87\|241.92\|146795;2026-06-26\|247.25\|-5.92\|261.12\|267.59\|242.52\|115630;2026-06-29\|227.55\|-7.97\|246.96\|250.00\|222.53\|164495;2026-06-30\|225.30\|-0.99\|224.99\|228.56\|215.10\|163112;2026-07-01\|212.91\|-5.50\|222.00\|227.00\|210.58\|124266;2026-07-02\|196.00\|-7.94\|208.07\|211.00\|192.43\|128594;2026-07-03\|199.99\|2.04\|196.31\|209.71\|190.00\|137313;2026-07-06\|186.53\|-6.73\|203.00\|209.50\|179.99\|142683;2026-07-07\|185.06\|-0.79\|186.00\|193.90\|182.44\|100574;2026-07-08\|177.85\|-3.90\|189.00\|192.06\|176.17\|85015;2026-07-09\|188.66\|6.08\|181.41\|189.90\|177.00\|117667;2026-07-10\|178.80\|-5.23\|189.50\|193.58\|178.00\|122433
115014	行业上游材料持续涨价，英伟达下一代机架PCB价值量大增	覆铜板上游（PPE树脂）+光纤概念+拟收购南通星辰 1、据2026年6月11日公告，公司拟向蓝星集团发行股份购买南通星辰100%股权，南通星辰自主掌握聚苯醚PPE核心技术，产能居国内首位。 2、据2026年6月9日互动易，公司高模型对位芳纶凭借高模量性能优势，已实现光纤光缆领域全球TOP5客户稳定供货，目前总产能8000吨/年。 3、据2026年6月11日重组报告书草案，南通星辰特种PPE树脂是高频覆铜板核心基材，2025年产能达780吨，并拟新建1500吨/年项目，应用于AI服务器等市场。 4、据2026年6月11日公告，本次交易完成后，公司控股股东仍为中化股份，实际控制人仍为国务院国资委。	1、公司拟收购南通星辰100%股权，标的核心业务为环氧树脂和工程塑料，主营产品包括双酚A、环氧树脂、聚苯醚（PPE）、聚对苯二甲酸丁二酯（PBT）及系列改性工程塑料； 2、目前公司对位芳纶总产能8000吨/年，已实现光纤光缆领域全球TOP5客户稳定供货	2026-03-03\|4.56\|-4.60\|4.77\|4.78\|4.53\|693106;2026-03-04\|4.51\|-1.10\|4.50\|4.63\|4.47\|529691;2026-03-05\|4.54\|0.67\|4.54\|4.60\|4.45\|372067;2026-03-06\|4.79\|5.51\|4.52\|4.83\|4.49\|822037;2026-03-09\|4.73\|-1.25\|4.89\|4.93\|4.68\|776471;2026-03-10\|4.58\|-3.17\|4.66\|4.73\|4.56\|766356;2026-03-11\|4.79\|4.59\|4.57\|4.82\|4.52\|958026;2026-03-12\|4.93\|2.92\|4.86\|5.03\|4.77\|1158693;2026-03-13\|4.92\|-0.20\|4.93\|5.02\|4.88\|797643;2026-03-16\|4.76\|-3.25\|4.89\|5.03\|4.71\|826024;2026-03-17\|4.64\|-2.52\|4.73\|4.86\|4.64\|554142;2026-03-18\|4.56\|-1.72\|4.65\|4.67\|4.49\|559541;2026-03-19\|4.43\|-2.85\|4.55\|4.58\|4.40\|558279;2026-03-20\|4.29\|-3.16\|4.41\|4.45\|4.29\|454785;2026-03-23\|4.28\|-0.23\|4.23\|4.45\|4.13\|642160;2026-03-24\|4.29\|0.23\|4.33\|4.34\|4.13\|421959;2026-03-25\|4.41\|2.80\|4.26\|4.42\|4.24\|391734;2026-03-26\|4.33\|-1.81\|4.39\|4.55\|4.31\|427987;2026-03-27\|4.47\|3.23\|4.30\|4.51\|4.27\|488103;2026-03-30\|4.46\|-0.22\|4.45\|4.50\|4.36\|367890;2026-03-31\|4.34\|-2.69\|4.45\|4.47\|4.32\|340178;2026-04-01\|4.41\|1.61\|4.38\|4.45\|4.36\|274816;2026-04-02\|4.35\|-1.36\|4.40\|4.43\|4.32\|262441;2026-04-03\|4.17\|-4.14\|4.34\|4.37\|4.14\|335363;2026-04-07\|4.42\|6.00\|4.16\|4.43\|4.14\|477478;2026-04-08\|4.41\|-0.23\|4.40\|4.42\|4.34\|416585;2026-04-09\|4.39\|-0.45\|4.39\|4.44\|4.37\|282853;2026-04-10\|4.45\|1.37\|4.40\|4.52\|4.38\|279501;2026-04-13\|4.40\|-1.12\|4.41\|4.43\|4.27\|349974;2026-04-14\|4.39\|-0.23\|4.38\|4.41\|4.32\|238176;2026-04-15\|4.30\|-2.05\|4.38\|4.40\|4.25\|319100;2026-04-16\|4.31\|0.23\|4.29\|4.33\|4.25\|227337;2026-04-17\|4.28\|-0.70\|4.31\|4.37\|4.27\|273004;2026-04-20\|4.24\|-0.93\|4.29\|4.29\|4.18\|408294;2026-04-21\|4.19\|-1.18\|4.22\|4.23\|4.16\|235293;2026-04-22\|4.19\|0.00\|4.18\|4.22\|4.16\|263922;2026-04-23\|4.26\|1.67\|4.19\|4.31\|4.18\|347814;2026-04-24\|4.30\|0.94\|4.25\|4.32\|4.20\|306587;2026-04-27\|4.22\|-1.86\|4.28\|4.28\|4.20\|225583;2026-04-28\|4.45\|5.45\|4.21\|4.50\|4.21\|650086;2026-04-29\|4.43\|-0.45\|4.38\|4.45\|4.33\|373365;2026-04-30\|4.60\|3.84\|4.45\|4.72\|4.38\|729632;2026-05-06\|4.78\|3.91\|4.65\|4.88\|4.59\|748178;2026-05-07\|4.82\|0.84\|4.85\|4.90\|4.70\|620355;2026-05-08\|4.96\|2.90\|4.80\|5.05\|4.77\|826104;2026-05-11\|5.17\|4.23\|5.05\|5.32\|5.05\|891735;2026-05-12\|5.18\|0.19\|5.16\|5.27\|5.12\|556589;2026-05-13\|5.70\|10.04\|5.18\|5.70\|5.14\|1863721;2026-05-14\|5.88\|3.16\|5.86\|6.10\|5.77\|2262204;2026-05-15\|5.66\|-3.74\|5.86\|6.10\|5.66\|1611575;2026-05-18\|6.23\|10.07\|5.64\|6.23\|5.49\|1979444;2026-05-19\|6.13\|-1.61\|6.30\|6.45\|5.95\|2087233;2026-05-20\|6.15\|0.33\|6.13\|6.46\|6.03\|1405456;2026-05-21\|5.93\|-3.58\|6.15\|6.22\|5.85\|1381227;2026-05-22\|6.31\|6.41\|5.95\|6.49\|5.88\|1549836;2026-05-25\|5.71\|-9.51\|6.25\|6.28\|5.68\|1249842;2026-05-26\|5.78\|1.23\|5.71\|5.91\|5.59\|918882;2026-05-27\|5.40\|-6.57\|5.84\|6.17\|5.30\|1195841;2026-05-28\|5.48\|1.48\|5.32\|5.57\|5.27\|768885;2026-05-29\|5.38\|-1.82\|5.50\|5.73\|5.32\|773827;2026-06-01\|5.70\|5.95\|5.36\|5.90\|5.30\|1038258;2026-06-02\|6.27\|10.00\|5.68\|6.27\|5.48\|1725946;2026-06-03\|5.97\|-4.78\|6.37\|6.37\|5.81\|1687731;2026-06-04\|5.70\|-4.52\|5.87\|5.94\|5.65\|790849;2026-06-05\|5.70\|0.00\|5.70\|5.98\|5.51\|1035945;2026-06-08\|5.41\|-5.09\|5.48\|5.54\|5.27\|886789;2026-06-09\|5.95\|9.98\|5.85\|5.95\|5.85\|406417;2026-06-10\|6.55\|10.08\|6.55\|6.55\|6.55\|314388;2026-06-11\|7.21\|10.08\|7.21\|7.21\|7.21\|388870;2026-06-12\|7.93\|9.99\|7.90\|7.93\|7.48\|5777932;2026-06-15\|8.24\|3.91\|7.85\|8.49\|7.25\|5391538;2026-06-16\|9.06\|9.95\|9.00\|9.06\|9.00\|1031098;2026-06-17\|9.20\|1.55\|9.46\|9.85\|8.74\|5885758;2026-06-18\|8.83\|-4.02\|8.87\|9.13\|8.34\|4085814;2026-06-22\|8.76\|-0.79\|8.80\|8.96\|8.20\|3616506;2026-06-23\|8.04\|-8.22\|8.69\|8.98\|7.89\|3157740;2026-06-24\|7.85\|-2.36\|7.85\|8.09\|7.64\|2245542;2026-06-25\|8.64\|10.06\|7.81\|8.64\|7.70\|2744230;2026-06-26\|8.92\|3.24\|8.72\|9.50\|8.65\|4025320;2026-06-29\|8.03\|-9.98\|8.82\|8.99\|8.03\|2253227;2026-06-30\|7.83\|-2.49\|8.00\|8.10\|7.60\|2476860;2026-07-01\|7.96\|1.66\|7.68\|8.60\|7.68\|2442250;2026-07-02\|7.51\|-5.65\|7.50\|8.18\|7.16\|2095638;2026-07-03\|7.36\|-2.00\|7.45\|7.68\|7.26\|1371127;2026-07-06\|6.98\|-5.16\|7.39\|7.47\|6.90\|1256986;2026-07-07\|6.73\|-3.58\|6.91\|7.21\|6.69\|953931;2026-07-08\|6.39\|-5.05\|6.77\|6.84\|6.38\|1104772;2026-07-09\|6.60\|3.29\|6.44\|6.61\|6.06\|1255383;2026-07-10\|6.45\|-2.27\|6.58\|6.96\|6.44\|1207943
114838	其它归类	电子化学品+顺酐酸酐衍生物+OLED材料行业原因：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2026年6月30日互动易，公司主要从事顺酐酸酐衍生物、功能材料中间体等精细化学品的研发、生产、销售，产品广泛应用于电子元器件封装材料、电气设备绝缘材料、风电领域、复合材料、涂料等多个领域。公司不生产光刻胶，相关中间体研发工作持续开展中，但其收入占公司总体业务收入比重较低。 2、据2025年年度报告，公司被评为国家级制造业单项冠军企业，主要生产OLED相关的功能材料中间体，惠成研究院的“河南省OLED显示材料中间体工程研究中心”已获批。 3、据2026年6月25日投资者关系管理信息，本轮原材料价格上涨主要由国际因素驱动，国际大宗商品价格走高，进而推动产品定价上行。进入5月后，随着市场情绪逐步缓和及供应链修复，原材料价格开始回落。公司整体运营稳健，具备较强的抗周期韧性单一原材料价格的短期波动不会对公司长期经营构成实质性冲击。	OLED功能材料提供商；受国际地缘政治影响，原材料价格上涨，公司3月份顺酐酸酐衍生物产品均价环比1-2月份增长约22%	2026-03-03\|16.80\|-5.25\|17.75\|17.86\|16.70\|113279;2026-03-04\|16.68\|-0.71\|16.69\|17.11\|16.60\|58286;2026-03-05\|17.04\|2.16\|16.99\|17.26\|16.90\|72678;2026-03-06\|18.13\|6.40\|17.09\|18.35\|17.00\|162036;2026-03-09\|18.55\|2.32\|19.16\|19.65\|18.14\|257095;2026-03-10\|18.01\|-2.91\|18.36\|18.68\|17.98\|154449;2026-03-11\|18.48\|2.61\|18.07\|18.60\|18.05\|168697;2026-03-12\|17.96\|-2.81\|18.43\|18.65\|17.87\|117514;2026-03-13\|18.01\|0.28\|17.95\|18.47\|17.87\|116015;2026-03-16\|17.85\|-0.89\|17.93\|18.33\|17.64\|95188;2026-03-17\|17.06\|-4.43\|17.85\|17.97\|17.04\|92391;2026-03-18\|17.21\|0.88\|17.10\|17.24\|16.77\|72622;2026-03-19\|16.78\|-2.50\|17.13\|17.34\|16.63\|81581;2026-03-20\|16.20\|-3.46\|16.80\|16.87\|16.16\|78394;2026-03-23\|15.54\|-4.07\|15.85\|16.30\|15.35\|87042;2026-03-24\|15.70\|1.03\|15.81\|15.90\|15.18\|74944;2026-03-25\|15.88\|1.15\|15.70\|16.10\|15.70\|55230;2026-03-26\|15.77\|-0.69\|15.88\|16.19\|15.64\|41940;2026-03-27\|16.06\|1.84\|15.55\|16.12\|15.51\|42407;2026-03-30\|15.26\|-4.98\|15.69\|15.80\|14.94\|116296;2026-03-31\|14.77\|-3.21\|15.19\|15.33\|14.68\|79589;2026-04-01\|15.02\|1.69\|14.98\|15.09\|14.88\|56635;2026-04-02\|14.78\|-1.60\|15.00\|15.11\|14.61\|51565;2026-04-03\|14.75\|-0.20\|14.90\|14.97\|14.57\|53578;2026-04-07\|15.51\|5.15\|14.79\|15.94\|14.75\|102099;2026-04-08\|16.08\|3.67\|15.72\|16.14\|15.51\|109998;2026-04-09\|16.13\|0.31\|15.97\|16.29\|15.78\|69861;2026-04-10\|16.08\|-0.31\|16.20\|16.37\|16.04\|74699;2026-04-13\|15.76\|-1.99\|16.00\|16.09\|15.64\|66778;2026-04-14\|15.84\|0.51\|15.81\|15.94\|15.65\|48472;2026-04-15\|14.87\|-6.12\|15.61\|15.65\|14.86\|138846;2026-04-16\|15.15\|1.88\|14.92\|15.23\|14.80\|86854;2026-04-17\|14.88\|-1.78\|15.14\|15.16\|14.83\|67792;2026-04-20\|14.80\|-0.54\|14.89\|14.94\|14.71\|63487;2026-04-21\|15.14\|2.30\|14.71\|15.28\|14.71\|106773;2026-04-22\|15.00\|-0.92\|15.08\|15.59\|14.93\|87011;2026-04-23\|14.81\|-1.27\|15.00\|15.17\|14.75\|71812;2026-04-24\|14.99\|1.22\|14.70\|15.06\|14.64\|84234;2026-04-27\|15.29\|2.00\|14.99\|15.47\|14.82\|99056;2026-04-28\|15.28\|-0.07\|15.10\|15.49\|15.07\|70985;2026-04-29\|15.35\|0.46\|15.10\|15.49\|15.05\|72134;2026-04-30\|14.60\|-4.89\|15.30\|15.30\|14.60\|115470;2026-05-06\|14.53\|-0.48\|14.70\|14.82\|14.50\|115318;2026-05-07\|14.70\|1.17\|14.51\|14.92\|14.26\|97524;2026-05-08\|14.74\|0.27\|14.61\|15.13\|14.56\|88162;2026-05-11\|15.06\|2.17\|14.78\|15.16\|14.78\|95672;2026-05-12\|14.72\|-2.26\|15.06\|15.07\|14.65\|60834;2026-05-13\|14.96\|1.63\|14.73\|15.05\|14.62\|68840;2026-05-14\|14.96\|0.00\|14.99\|15.28\|14.83\|94953;2026-05-15\|14.95\|-0.07\|14.98\|15.31\|14.81\|104990;2026-05-18\|15.23\|1.87\|14.90\|15.28\|14.76\|101664;2026-05-19\|15.16\|-0.46\|15.12\|15.41\|15.08\|88268;2026-05-20\|15.32\|1.06\|15.17\|15.50\|14.83\|138688;2026-05-21\|15.03\|-0.60\|15.40\|16.33\|15.03\|186665;2026-05-22\|15.54\|3.39\|15.16\|15.66\|14.77\|162669;2026-05-25\|16.07\|3.41\|15.70\|16.10\|15.60\|182203;2026-05-26\|16.43\|2.24\|15.96\|16.69\|15.73\|216021;2026-05-27\|15.72\|-4.32\|16.32\|16.54\|15.55\|167036;2026-05-28\|16.08\|2.29\|15.67\|16.23\|15.43\|165435;2026-05-29\|14.47\|-10.01\|16.10\|16.15\|14.35\|216159;2026-06-01\|14.60\|0.90\|14.30\|14.83\|14.21\|93377;2026-06-02\|13.95\|-4.45\|14.55\|14.63\|13.60\|126958;2026-06-03\|13.68\|-1.94\|13.93\|14.12\|13.54\|93924;2026-06-04\|13.81\|0.95\|13.61\|14.09\|13.40\|75656;2026-06-05\|13.96\|1.09\|13.70\|14.23\|13.08\|119715;2026-06-08\|13.28\|-4.87\|13.55\|14.02\|13.18\|107641;2026-06-09\|13.98\|5.27\|13.56\|14.10\|13.31\|97418;2026-06-10\|14.19\|1.50\|13.77\|14.30\|13.73\|100150;2026-06-11\|17.03\|20.01\|14.05\|17.03\|13.78\|418142;2026-06-12\|16.95\|-0.47\|17.43\|17.69\|16.77\|505891;2026-06-15\|18.77\|10.74\|16.90\|18.89\|16.54\|504231;2026-06-16\|18.82\|0.27\|18.25\|20.20\|18.21\|468918;2026-06-17\|19.36\|2.87\|18.52\|19.74\|18.51\|319822;2026-06-18\|18.64\|-3.72\|19.27\|19.77\|18.60\|246000;2026-06-22\|18.65\|0.05\|18.52\|18.94\|18.21\|200488;2026-06-23\|18.13\|-2.79\|18.67\|18.84\|18.05\|167432;2026-06-24\|18.90\|4.25\|17.86\|19.36\|17.86\|302599;2026-06-25\|18.37\|-2.80\|19.07\|19.40\|18.13\|216379;2026-06-26\|18.13\|-1.31\|18.05\|18.97\|17.90\|198392;2026-06-29\|18.09\|-0.22\|18.28\|18.75\|17.69\|241699;2026-06-30\|19.02\|5.14\|18.05\|19.10\|17.93\|272444;2026-07-01\|22.82\|19.98\|18.86\|22.82\|18.70\|532427;2026-07-02\|20.48\|-10.25\|21.00\|21.91\|20.24\|500160;2026-07-03\|18.80\|-8.20\|20.50\|20.58\|18.78\|366543;2026-07-06\|18.15\|-3.46\|18.85\|19.31\|17.82\|239031;2026-07-07\|17.54\|-3.36\|17.85\|18.14\|17.32\|177311;2026-07-08\|16.68\|-4.90\|17.45\|17.66\|16.54\|189805;2026-07-09\|16.99\|1.86\|17.06\|17.14\|16.04\|195817;2026-07-10\|16.91\|-0.47\|17.01\|19.19\|16.88\|362039
114837	其它归类	涨停揭秘：4月10日涨停，主要因一季度净利润预增约123.69%及色谱填料放量；涨停缘由：国内纳米微球材料龙头，色谱填料和层析介质销售收入本季度同比增长超50%，生物制药上游供应链国产替代加速推进；资金逻辑：主力资金快速介入，机构调研热度上升，市场聚焦高成长细分赛道龙头，估值弹性显著；风险提示：下游药企资本开支受集采政策影响存在波动，新产品认证周期长，放量节奏或慢于预期	公司为国内纳米微球材料行业龙头	2026-03-03\|26.22\|-6.86\|28.25\|28.44\|26.07\|98427;2026-03-04\|25.71\|-1.95\|26.00\|26.63\|25.70\|42776;2026-03-05\|25.66\|-0.19\|26.19\|26.34\|25.52\|33172;2026-03-06\|25.87\|0.82\|25.55\|26.16\|25.55\|24659;2026-03-09\|25.17\|-2.71\|25.72\|25.72\|24.65\|59102;2026-03-10\|25.88\|2.82\|25.37\|26.00\|25.37\|33810;2026-03-11\|25.61\|-1.04\|25.93\|26.04\|25.55\|28610;2026-03-12\|25.72\|0.43\|25.62\|25.78\|25.38\|24905;2026-03-13\|26.00\|1.09\|25.71\|26.29\|25.60\|36864;2026-03-16\|26.57\|2.19\|25.80\|26.63\|25.70\|41362;2026-03-17\|25.85\|-2.71\|26.44\|26.70\|25.81\|30634;2026-03-18\|26.22\|1.43\|25.84\|26.42\|25.75\|31932;2026-03-19\|25.04\|-4.50\|26.00\|26.18\|24.87\|47579;2026-03-20\|24.01\|-4.11\|24.90\|25.30\|24.01\|46754;2026-03-23\|22.81\|-5.00\|23.78\|23.86\|22.61\|57973;2026-03-24\|23.51\|3.07\|23.26\|23.63\|22.74\|37711;2026-03-25\|24.09\|2.47\|23.70\|24.30\|23.55\|33126;2026-03-26\|24.14\|0.21\|23.88\|24.56\|23.88\|37308;2026-03-27\|24.67\|2.20\|23.96\|24.79\|23.90\|31647;2026-03-30\|25.07\|1.62\|24.61\|25.35\|24.41\|39914;2026-03-31\|25.10\|0.12\|25.00\|25.62\|24.96\|39694;2026-04-01\|26.27\|4.66\|25.50\|26.30\|25.15\|50576;2026-04-02\|25.94\|-1.26\|26.20\|26.40\|25.80\|47381;2026-04-03\|25.65\|-1.12\|26.00\|26.13\|25.55\|30847;2026-04-07\|25.60\|-0.19\|25.79\|26.05\|25.40\|27698;2026-04-08\|26.96\|5.31\|26.30\|27.20\|26.20\|51465;2026-04-09\|26.28\|-2.52\|26.85\|27.22\|26.26\|35940;2026-04-10\|31.54\|20.02\|30.00\|31.54\|29.93\|225378;2026-04-13\|32.81\|4.03\|32.48\|33.75\|31.88\|385853;2026-04-14\|31.94\|-2.65\|32.91\|33.30\|31.26\|281387;2026-04-15\|31.30\|-2.00\|32.15\|32.37\|30.98\|181630;2026-04-16\|31.03\|-0.86\|30.80\|31.07\|29.50\|196240;2026-04-17\|31.88\|2.74\|30.72\|32.00\|30.50\|215654;2026-04-20\|31.68\|-0.63\|31.47\|32.91\|31.47\|112650;2026-04-21\|31.49\|-0.60\|31.89\|32.63\|31.24\|93167;2026-04-22\|33.50\|6.38\|31.30\|34.09\|31.26\|169395;2026-04-23\|33.32\|-0.54\|33.97\|34.87\|32.90\|187184;2026-04-24\|32.92\|-1.20\|33.50\|33.50\|32.45\|100834;2026-04-27\|33.14\|0.67\|32.88\|34.20\|32.70\|129847;2026-04-28\|33.36\|0.66\|33.51\|34.70\|33.30\|128368;2026-04-29\|32.88\|-1.44\|33.72\|33.72\|32.59\|115767;2026-04-30\|32.62\|-0.79\|32.94\|33.48\|32.10\|124393;2026-05-06\|33.15\|1.62\|32.44\|33.33\|32.20\|109147;2026-05-07\|34.17\|3.08\|33.15\|34.38\|32.78\|112858;2026-05-08\|34.34\|0.50\|33.99\|34.72\|33.72\|100433;2026-05-11\|34.75\|1.19\|34.38\|35.10\|33.53\|137197;2026-05-12\|34.48\|-0.78\|34.50\|34.59\|33.70\|79204;2026-05-13\|35.22\|2.15\|34.29\|35.57\|33.72\|121942;2026-05-14\|34.31\|-2.58\|35.23\|35.90\|34.00\|101057;2026-05-15\|34.71\|1.17\|34.23\|35.35\|34.23\|111999;2026-05-18\|35.86\|3.31\|34.71\|36.00\|34.00\|137515;2026-05-19\|35.58\|-0.78\|35.76\|36.25\|34.66\|128854;2026-05-20\|37.05\|4.13\|35.54\|37.58\|35.28\|146094;2026-05-21\|34.68\|-6.40\|37.05\|38.08\|34.53\|174967;2026-05-22\|36.21\|4.41\|34.90\|36.40\|34.78\|127292;2026-05-25\|35.74\|-1.30\|36.66\|37.40\|35.50\|100043;2026-05-26\|36.39\|1.82\|36.02\|37.40\|34.81\|194591;2026-05-27\|41.47\|13.96\|36.96\|43.50\|36.50\|355599;2026-05-28\|40.77\|-1.69\|42.00\|42.19\|40.06\|213906;2026-05-29\|38.13\|-6.48\|40.57\|41.43\|37.16\|219991;2026-06-01\|38.24\|0.29\|37.84\|39.64\|37.10\|215507;2026-06-02\|39.80\|4.08\|38.24\|41.01\|38.10\|209042;2026-06-03\|41.11\|3.29\|39.11\|42.10\|39.11\|196388;2026-06-04\|41.65\|1.56\|40.84\|41.80\|39.95\|145833;2026-06-05\|42.03\|0.91\|41.45\|44.50\|41.07\|221586;2026-06-08\|37.56\|-10.64\|40.66\|41.81\|37.39\|218563;2026-06-09\|35.00\|-6.82\|38.52\|38.52\|34.70\|239417;2026-06-10\|34.55\|-1.29\|34.53\|34.95\|33.75\|149887;2026-06-11\|33.80\|-2.17\|34.00\|34.94\|33.45\|123417;2026-06-12\|36.15\|6.95\|34.28\|37.43\|34.13\|184060;2026-06-15\|40.10\|10.93\|36.06\|40.46\|35.63\|211234;2026-06-16\|39.84\|-0.65\|39.51\|40.30\|39.12\|131547;2026-06-17\|40.41\|1.43\|39.18\|41.11\|39.15\|120555;2026-06-18\|43.28\|7.10\|40.30\|43.86\|40.05\|167909;2026-06-22\|42.69\|-1.36\|42.20\|42.98\|40.98\|149801;2026-06-23\|42.93\|0.56\|42.77\|44.40\|42.28\|164519;2026-06-24\|45.41\|5.78\|42.97\|48.00\|41.85\|212612;2026-06-25\|45.41\|0.00\|44.99\|45.60\|43.81\|140651;2026-06-26\|42.77\|-5.81\|45.05\|46.50\|42.31\|152572;2026-06-29\|45.95\|7.44\|43.23\|45.95\|42.54\|204446;2026-06-30\|44.10\|-4.03\|45.28\|45.80\|43.06\|169271;2026-07-01\|45.03\|2.11\|43.50\|45.80\|41.90\|187643;2026-07-02\|42.32\|-6.02\|44.50\|46.50\|42.10\|168733;2026-07-03\|40.27\|-4.84\|42.69\|43.24\|40.18\|179967;2026-07-06\|41.06\|1.96\|40.42\|42.80\|39.86\|152075;2026-07-07\|39.93\|-2.75\|40.98\|42.20\|39.68\|108146;2026-07-08\|37.61\|-5.81\|40.55\|40.78\|37.51\|130823;2026-07-09\|40.45\|7.55\|39.55\|40.50\|38.18\|169155;2026-07-10\|40.10\|-0.87\|40.01\|42.32\|39.60\|14935356

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