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
114836	其它归类	股权转让+数字营销+华为概念 1、据2026年5月11日公告，公司控股股东深蕾科技于2026年5月7日签署《第二期股份转让协议》，拟受让汪坤、门庆娟、无锡峻茂合计持有的公司9.99%股份，目前尚需取得深交所合规性确认等程序。 2、据2026年5月14日机构调研，公司数字营销业务专注头部媒体平台，是字节跳动旗下抖音平台巨量引擎综合代理商、巨量千川服务商、巨量本地推综合代理商及小红书蒲公英服务商。 3、据2023年年报及2026年5月14日机构调研，公司主营移动信息服务和数字营销业务，已积累包括华为在内的多家大型优质客户，服务形式涵盖国内短信、国际短信、视频短信、5G消息等。	深圳深蕾科技股份有限公司持股公司比例拟升至23.31%	2026-03-03\|80.63\|-4.69\|85.43\|86.07\|80.24\|28788;2026-03-04\|80.35\|-0.35\|80.00\|81.90\|79.36\|18236;2026-03-05\|81.98\|2.03\|81.50\|83.99\|81.00\|19227;2026-03-06\|82.90\|1.12\|81.17\|82.99\|80.79\|13403;2026-03-09\|81.76\|-1.38\|81.13\|82.69\|80.11\|18974;2026-03-10\|83.47\|2.09\|82.58\|83.75\|81.81\|18554;2026-03-11\|82.03\|-1.73\|83.52\|84.00\|81.71\|15736;2026-03-12\|80.58\|-1.77\|81.90\|82.38\|79.90\|14198;2026-03-13\|80.61\|0.04\|79.91\|81.88\|79.50\|13055;2026-03-16\|85.00\|5.45\|80.43\|85.90\|80.00\|38092;2026-03-17\|82.16\|-3.34\|84.79\|84.85\|82.04\|19116;2026-03-18\|84.77\|3.18\|82.51\|84.88\|81.90\|23980;2026-03-19\|80.87\|-4.60\|83.11\|83.71\|80.40\|25245;2026-03-20\|80.01\|-1.06\|81.25\|84.65\|80.01\|32558;2026-03-23\|75.06\|-6.19\|78.57\|78.75\|74.01\|29132;2026-03-24\|77.43\|3.16\|76.56\|77.84\|74.29\|23763;2026-03-25\|78.30\|1.12\|78.38\|80.38\|77.90\|17638;2026-03-26\|76.28\|-2.58\|78.20\|78.67\|75.71\|14338;2026-03-27\|76.92\|0.84\|74.61\|77.77\|74.50\|14966;2026-03-30\|76.31\|-0.79\|75.13\|77.07\|75.13\|18102;2026-03-31\|74.83\|-1.94\|76.07\|78.40\|74.83\|16386;2026-04-01\|76.13\|1.74\|76.86\|78.33\|75.02\|19236;2026-04-02\|73.20\|-3.85\|77.18\|77.18\|72.47\|19032;2026-04-03\|72.59\|-0.83\|73.58\|74.96\|71.11\|30275;2026-04-07\|73.86\|1.75\|72.40\|75.00\|72.40\|21129;2026-04-08\|79.22\|7.26\|75.50\|79.80\|75.00\|31729;2026-04-09\|78.23\|-1.25\|77.80\|78.77\|76.08\|24400;2026-04-10\|78.24\|0.01\|78.53\|81.80\|77.84\|24752;2026-04-13\|78.24\|0.00\|77.14\|79.30\|76.68\|20931;2026-04-14\|81.32\|3.94\|78.34\|83.57\|78.30\|47586;2026-04-15\|82.50\|1.45\|81.70\|84.20\|80.35\|39048;2026-04-16\|84.69\|2.65\|82.45\|86.43\|81.02\|41530;2026-04-17\|87.40\|3.20\|84.87\|87.84\|84.00\|46130;2026-04-20\|87.01\|-0.45\|87.17\|87.50\|83.65\|48402;2026-04-21\|87.81\|0.92\|86.30\|89.18\|85.84\|31606;2026-04-22\|88.95\|1.30\|86.90\|89.40\|86.68\|29099;2026-04-23\|101.32\|13.91\|90.55\|105.21\|88.96\|122321;2026-04-24\|93.82\|-7.40\|99.18\|99.99\|93.48\|70194;2026-04-27\|99.40\|5.95\|96.22\|101.61\|92.83\|52644;2026-04-28\|98.50\|-0.91\|99.00\|102.00\|96.35\|40958;2026-04-29\|95.00\|-3.55\|97.65\|100.31\|93.53\|53771;2026-04-30\|94.37\|-0.66\|94.33\|95.21\|91.29\|31474;2026-05-06\|94.57\|0.21\|91.99\|98.80\|91.99\|38248;2026-05-07\|97.06\|2.63\|93.71\|98.38\|92.55\|32650;2026-05-08\|94.60\|-2.53\|96.00\|97.73\|93.72\|29411;2026-05-11\|92.91\|-1.79\|94.57\|96.50\|92.00\|36835;2026-05-12\|111.49\|20.00\|111.49\|111.49\|111.49\|26332;2026-05-13\|133.79\|20.00\|132.98\|133.79\|117.11\|111846;2026-05-14\|149.81\|11.97\|154.22\|160.00\|149.81\|155468;2026-05-15\|166.00\|10.81\|158.55\|173.00\|158.55\|91591;2026-05-18\|181.00\|9.04\|160.10\|192.98\|160.10\|94438;2026-05-19\|176.38\|-2.55\|176.48\|179.00\|169.00\|51225;2026-05-20\|182.95\|3.72\|175.33\|186.68\|171.00\|59269;2026-05-21\|178.90\|-2.21\|185.01\|188.00\|175.96\|45467;2026-05-22\|185.30\|3.58\|181.02\|188.00\|175.95\|45577;2026-05-25\|186.58\|0.69\|180.04\|193.02\|179.58\|66967;2026-05-26\|218.99\|17.37\|209.61\|223.90\|209.61\|121252;2026-05-27\|226.99\|3.65\|207.31\|231.69\|206.00\|91975;2026-05-28\|214.02\|-5.71\|221.84\|226.97\|208.00\|60713;2026-05-29\|207.90\|-2.86\|212.17\|218.65\|202.04\|57567;2026-06-01\|206.87\|-0.50\|204.72\|208.20\|193.02\|45714;2026-06-02\|225.00\|8.76\|202.16\|234.87\|200.01\|70383;2026-06-03\|205.86\|-8.51\|227.25\|227.88\|188.88\|79910;2026-06-04\|197.40\|-4.11\|195.52\|204.80\|195.00\|41067;2026-06-05\|187.70\|-4.91\|196.48\|198.23\|185.80\|45652;2026-06-08\|176.00\|-6.23\|178.00\|189.88\|169.00\|74430;2026-06-09\|170.20\|-3.30\|177.64\|177.80\|165.65\|51113;2026-06-10\|168.86\|-0.79\|168.50\|175.01\|165.11\|45641;2026-06-11\|165.98\|-1.71\|165.02\|169.00\|161.80\|28231;2026-06-12\|163.82\|-1.30\|177.75\|187.00\|163.22\|64559;2026-06-15\|182.00\|11.10\|167.93\|182.70\|165.46\|68981;2026-06-16\|170.45\|-6.35\|180.00\|180.00\|165.88\|61015;2026-06-17\|156.85\|-7.98\|168.40\|170.00\|154.00\|71561;2026-06-18\|159.80\|1.88\|155.68\|165.75\|154.18\|51790;2026-06-22\|158.69\|-0.69\|158.91\|162.50\|154.76\|33937;2026-06-23\|155.29\|-2.14\|157.11\|159.50\|153.00\|28040;2026-06-24\|153.13\|-1.39\|155.39\|156.96\|147.60\|36687;2026-06-25\|151.30\|-1.20\|152.84\|155.61\|150.00\|20957;2026-06-26\|145.00\|-4.16\|151.27\|151.27\|143.01\|22925;2026-06-29\|140.05\|-3.41\|145.20\|147.96\|138.16\|24045;2026-06-30\|147.81\|5.54\|140.00\|160.06\|137.90\|66282;2026-07-01\|149.11\|0.88\|148.12\|153.89\|145.60\|35444;2026-07-02\|139.75\|-6.28\|149.11\|151.36\|138.00\|32412;2026-07-03\|145.36\|4.01\|143.04\|151.95\|140.00\|59031;2026-07-06\|140.20\|-3.55\|141.88\|144.49\|137.87\|38683;2026-07-07\|126.20\|-9.99\|138.73\|143.00\|122.00\|50778;2026-07-08\|123.00\|-2.54\|128.50\|128.50\|121.12\|30732;2026-07-09\|125.20\|1.79\|122.60\|128.21\|120.00\|28070;2026-07-10\|123.81\|-1.11\|125.47\|128.28\|123.00\|24290
114835	其它归类	AI穿戴+新材料+ODM/OEM+并购控股 1、据2026年5月15日业绩说明会，公司2026年将向全球头部客户规模化供货AI智能眼镜结构件、无人机精密结构件，正式跻身高端制造供应链。 2、据2026年5月23日公告，公司拟追加现金2.35亿元收购并增资深圳戴尔蒙德，交易完成后将控股51.99%，布局纳米导电金刚石涂层、透明导电玻璃等新材料，培育第二增长曲线。 3、据2026年4月25日年报，公司ODM/OEM业务长期服务华为、三星、谷歌、Rokid等智能终端龙头，AR/VR结构件、智能手表表带已批量出货，具备行业先发优势。	公司拟2.35亿收购戴尔蒙德控股权，标的主营纳米导电金刚石涂层微型刀具及透明导电玻璃	2026-03-03\|32.45\|-6.97\|34.88\|35.33\|32.20\|33296;2026-03-04\|35.23\|8.57\|32.29\|35.26\|31.61\|36160;2026-03-05\|36.20\|2.75\|35.78\|36.99\|35.44\|56230;2026-03-06\|40.00\|10.50\|35.89\|40.50\|35.76\|80226;2026-03-09\|38.94\|-2.65\|38.97\|39.45\|37.10\|58513;2026-03-10\|39.62\|1.75\|39.44\|40.89\|38.10\|46319;2026-03-11\|40.35\|1.84\|39.39\|40.40\|39.31\|37014;2026-03-12\|40.07\|-0.69\|40.16\|41.38\|39.38\|42129;2026-03-13\|38.36\|-4.27\|39.88\|39.88\|38.04\|32068;2026-03-16\|38.00\|-0.94\|38.47\|38.47\|37.33\|24644;2026-03-17\|37.90\|-0.26\|38.67\|39.36\|37.76\|26216;2026-03-18\|41.08\|8.39\|38.28\|41.35\|38.01\|37274;2026-03-19\|39.15\|-4.70\|40.47\|40.57\|38.86\|26258;2026-03-20\|38.61\|-1.38\|39.40\|40.43\|38.42\|27124;2026-03-23\|46.33\|19.99\|38.23\|46.33\|35.47\|179089;2026-03-24\|52.00\|12.24\|50.94\|54.67\|50.50\|167910;2026-03-25\|51.15\|-1.63\|54.57\|56.66\|50.41\|127355;2026-03-26\|49.10\|-4.01\|48.58\|52.38\|48.00\|123643;2026-03-27\|54.88\|11.77\|48.22\|55.43\|47.08\|125304;2026-03-30\|55.81\|1.69\|54.32\|56.60\|52.18\|91972;2026-03-31\|54.06\|-3.14\|55.25\|57.00\|53.22\|77649;2026-04-01\|51.83\|-4.12\|55.14\|55.68\|51.71\|66546;2026-04-02\|52.30\|0.91\|51.78\|53.67\|51.23\|46858;2026-04-03\|50.85\|-2.77\|52.62\|54.28\|50.00\|44711;2026-04-07\|51.57\|1.42\|51.49\|53.04\|50.48\|33942;2026-04-08\|54.12\|4.94\|53.53\|54.27\|51.50\|41801;2026-04-09\|57.27\|5.82\|53.74\|59.88\|53.30\|63074;2026-04-10\|64.21\|12.12\|57.38\|66.66\|54.50\|93867;2026-04-13\|67.90\|5.75\|66.00\|70.00\|65.86\|83874;2026-04-14\|73.02\|7.54\|68.45\|74.67\|66.70\|76221;2026-04-15\|76.02\|4.11\|73.74\|78.85\|73.03\|63876;2026-04-16\|76.90\|1.16\|76.50\|79.21\|75.00\|57513;2026-04-17\|76.62\|-0.36\|76.59\|78.19\|74.22\|51030;2026-04-20\|78.41\|2.34\|78.15\|81.00\|76.90\|53959;2026-04-21\|76.98\|-1.82\|78.42\|78.97\|76.11\|38925;2026-04-22\|72.21\|-6.20\|77.00\|77.44\|71.88\|54347;2026-04-23\|72.68\|0.65\|72.56\|74.20\|70.97\|50874;2026-04-24\|71.51\|-1.61\|71.55\|73.49\|71.04\|36441;2026-04-27\|70.21\|-1.82\|71.51\|72.35\|69.04\|38337;2026-04-28\|69.28\|-1.32\|70.49\|70.67\|68.00\|27435;2026-04-29\|70.71\|2.06\|68.80\|71.53\|68.01\|31966;2026-04-30\|72.49\|2.52\|70.72\|75.02\|69.00\|46972;2026-05-06\|72.70\|0.29\|73.59\|74.85\|71.35\|42272;2026-05-07\|87.24\|20.00\|73.45\|87.24\|73.11\|54001;2026-05-08\|90.26\|3.46\|91.01\|94.01\|85.59\|83190;2026-05-11\|93.65\|3.76\|92.00\|94.39\|88.89\|52919;2026-05-12\|96.07\|2.58\|95.50\|100.67\|94.06\|49358;2026-05-13\|93.27\|-2.91\|94.92\|95.10\|86.00\|68776;2026-05-14\|93.11\|-0.17\|95.04\|98.90\|93.00\|40353;2026-05-15\|92.73\|-0.41\|93.18\|94.50\|91.20\|27869;2026-05-18\|90.72\|-2.17\|92.02\|94.10\|90.32\|30430;2026-05-19\|94.40\|4.06\|90.11\|94.50\|88.50\|33637;2026-05-20\|94.15\|-0.26\|93.87\|96.14\|91.71\|25633;2026-05-21\|89.48\|-4.96\|95.58\|95.86\|89.31\|28623;2026-05-22\|98.10\|9.63\|89.48\|100.46\|88.70\|46504;2026-05-25\|117.72\|20.00\|102.00\|117.72\|102.00\|29109;2026-05-26\|119.28\|1.33\|120.08\|122.80\|114.12\|79595;2026-05-27\|114.00\|-4.43\|121.42\|124.18\|112.81\|46735;2026-05-28\|113.66\|-0.30\|114.00\|115.50\|111.33\|34077;2026-05-29\|106.35\|-6.43\|113.34\|113.68\|104.19\|37834;2026-06-01\|103.33\|-2.84\|106.49\|107.69\|101.50\|25580;2026-06-02\|106.25\|2.83\|104.60\|111.22\|103.01\|48986;2026-06-03\|114.39\|7.66\|105.26\|123.96\|103.14\|69133;2026-06-04\|128.95\|12.73\|113.90\|131.00\|109.62\|73585;2026-06-05\|121.43\|-5.83\|128.52\|129.90\|120.42\|53469;2026-06-08\|116.20\|-4.31\|118.00\|122.28\|114.00\|38931;2026-06-09\|123.69\|6.45\|117.98\|124.00\|115.36\|49180;2026-06-10\|112.81\|-8.80\|121.58\|124.68\|110.50\|42075;2026-06-11\|109.50\|-2.93\|109.11\|116.10\|106.18\|30830;2026-06-12\|113.00\|3.20\|113.59\|119.66\|110.50\|44936;2026-06-15\|129.50\|14.60\|118.00\|130.50\|113.50\|60538;2026-06-16\|141.59\|9.34\|126.20\|142.00\|124.20\|46857;2026-06-17\|139.10\|-1.76\|141.13\|142.88\|135.00\|42167;2026-06-18\|145.75\|4.78\|137.82\|147.90\|137.82\|30388;2026-06-22\|159.79\|9.63\|151.00\|162.99\|147.90\|46174;2026-06-23\|157.54\|-1.41\|159.79\|161.00\|152.27\|32006;2026-06-24\|156.96\|-0.37\|154.00\|161.99\|149.00\|26395;2026-06-25\|158.39\|0.91\|161.00\|162.88\|153.00\|31345;2026-06-26\|152.30\|-3.84\|158.00\|162.88\|150.00\|29128;2026-06-29\|139.30\|-8.54\|152.27\|162.47\|129.50\|65932;2026-06-30\|146.71\|5.32\|141.00\|147.55\|139.00\|37939;2026-07-01\|158.37\|7.95\|148.46\|170.96\|148.45\|43763;2026-07-02\|145.42\|-8.18\|149.10\|160.00\|144.00\|37572;2026-07-03\|147.89\|1.70\|141.58\|154.09\|141.58\|32105;2026-07-06\|149.50\|1.09\|149.21\|158.00\|138.18\|34693;2026-07-07\|139.30\|-6.82\|147.24\|150.68\|135.83\|29930;2026-07-08\|125.78\|-9.71\|137.65\|141.86\|124.57\|45616;2026-07-09\|137.55\|9.36\|130.93\|138.54\|127.01\|34410;2026-07-10\|129.00\|-6.22\|141.80\|144.84\|129.00\|32317
114834	其它归类	回购+包装印刷+一季报增长 1、据2026年6月30日公告，公司于2026年6月29日审议通过回购方案，拟以1500万元至3000万元回购股份，用于员工持股计划或股权激励。 2、据2026年5月13日投资者关系活动记录表，公司将于2026年10月首次公开亮相全新一代全轮转印刷机WGQ920，该机型集成多种工艺，标志着公司从标签印刷赛道进阶迈入包装印刷市场。 3、据2026年4月29日公告，公司2026年一季度营收1.40亿元，同比增长18.46%；归母净利润3759.91万元，同比增长43.77%，主因核心产品渗透率提升及海外高毛利订单交付。	公司主要从事标签印刷设备的研产销，一季度净利润同比增长14.7%	2026-03-03\|21.63\|-3.05\|22.54\|22.55\|21.60\|15786;2026-03-04\|21.32\|-1.43\|21.61\|21.74\|21.07\|13996;2026-03-05\|21.76\|2.06\|21.49\|21.97\|21.49\|13418;2026-03-06\|22.66\|4.14\|21.57\|22.66\|21.57\|14359;2026-03-09\|22.64\|-0.09\|22.60\|22.79\|22.13\|21299;2026-03-10\|22.98\|1.50\|22.77\|23.03\|22.57\|13778;2026-03-11\|22.92\|-0.26\|22.98\|23.18\|22.74\|12906;2026-03-12\|22.55\|-1.61\|23.31\|23.31\|22.40\|10659;2026-03-13\|22.64\|0.40\|22.46\|22.89\|22.38\|10703;2026-03-16\|22.81\|0.75\|22.75\|22.89\|22.52\|11259;2026-03-17\|22.60\|-0.92\|22.93\|23.16\|22.33\|16113;2026-03-18\|23.10\|2.21\|22.60\|23.12\|22.51\|17582;2026-03-19\|22.88\|-0.95\|22.96\|23.22\|21.93\|34689;2026-03-20\|23.50\|2.71\|22.34\|23.88\|21.92\|87239;2026-03-23\|24.15\|2.77\|23.05\|24.20\|22.50\|96357;2026-03-24\|25.46\|5.42\|23.75\|25.80\|23.68\|96781;2026-03-25\|26.30\|3.30\|25.09\|26.48\|24.65\|86090;2026-03-26\|26.41\|0.42\|26.04\|28.55\|25.80\|129129;2026-03-27\|25.44\|-3.67\|25.54\|27.30\|24.98\|102166;2026-03-30\|24.88\|-2.20\|25.00\|25.71\|23.45\|66839;2026-03-31\|23.14\|-6.99\|24.64\|24.76\|23.13\|50125;2026-04-01\|23.00\|-0.60\|23.58\|23.76\|22.80\|40484;2026-04-02\|22.40\|-2.61\|23.04\|23.70\|22.31\|42550;2026-04-03\|20.78\|-7.23\|22.44\|22.50\|20.70\|42617;2026-04-07\|21.18\|1.92\|20.88\|21.32\|20.62\|31111;2026-04-08\|22.67\|7.03\|21.55\|23.18\|21.44\|52610;2026-04-09\|24.00\|5.87\|22.65\|24.13\|22.51\|79806;2026-04-10\|23.78\|-0.92\|24.20\|24.96\|23.77\|52858;2026-04-13\|23.60\|-0.76\|23.65\|24.28\|23.31\|37427;2026-04-14\|23.97\|1.57\|23.76\|24.17\|23.50\|26266;2026-04-15\|23.51\|-1.92\|23.97\|24.08\|23.37\|22143;2026-04-16\|24.42\|3.87\|23.50\|24.45\|23.50\|28839;2026-04-17\|24.50\|0.33\|24.68\|24.99\|24.42\|23036;2026-04-20\|24.26\|-0.98\|24.50\|24.51\|24.06\|18778;2026-04-21\|23.88\|-1.57\|24.26\|24.34\|23.74\|17337;2026-04-22\|23.98\|0.42\|23.93\|24.30\|23.67\|18267;2026-04-23\|23.48\|-2.09\|23.96\|24.03\|23.41\|15423;2026-04-24\|23.57\|0.38\|23.45\|23.85\|22.84\|21875;2026-04-27\|24.99\|6.02\|23.54\|25.52\|23.23\|48743;2026-04-28\|24.48\|-2.04\|24.89\|25.10\|24.07\|35567;2026-04-29\|24.96\|1.96\|24.73\|25.28\|24.40\|42851;2026-04-30\|25.11\|0.60\|25.04\|25.30\|24.69\|37334;2026-05-06\|25.32\|0.84\|25.51\|25.67\|25.00\|39780;2026-05-07\|25.14\|-0.71\|25.31\|25.44\|24.83\|32571;2026-05-08\|25.45\|1.23\|25.14\|25.75\|24.92\|25955;2026-05-11\|26.00\|2.16\|25.45\|26.16\|25.18\|42198;2026-05-12\|25.03\|-3.73\|25.75\|26.08\|24.65\|36414;2026-05-13\|24.90\|-0.52\|25.00\|25.48\|24.80\|32386;2026-05-14\|25.15\|1.00\|24.99\|26.08\|24.94\|34822;2026-05-15\|25.90\|2.98\|25.13\|26.25\|25.05\|44413;2026-05-18\|25.89\|-0.04\|25.90\|26.86\|24.95\|55841;2026-05-19\|26.35\|1.78\|25.66\|26.45\|25.30\|38379;2026-05-20\|25.97\|-1.44\|26.25\|26.51\|25.61\|28918;2026-05-21\|25.16\|-3.12\|25.97\|26.20\|25.10\|35145;2026-05-22\|25.55\|1.55\|25.16\|26.11\|25.16\|28840;2026-05-25\|24.70\|-3.33\|25.57\|25.80\|24.10\|33553;2026-05-26\|24.14\|-2.27\|24.70\|24.74\|23.79\|22836;2026-05-27\|23.63\|-2.11\|24.19\|24.21\|23.33\|28040;2026-05-28\|23.77\|0.59\|23.60\|24.16\|22.88\|19391;2026-05-29\|22.59\|-4.96\|23.77\|23.77\|22.51\|23000;2026-06-01\|22.93\|1.51\|22.86\|23.44\|22.14\|26831;2026-06-02\|22.94\|0.04\|22.93\|23.12\|22.32\|19805;2026-06-03\|22.20\|-3.23\|22.83\|22.85\|22.01\|22482;2026-06-04\|22.56\|1.62\|22.00\|22.97\|21.82\|26981;2026-06-05\|24.82\|10.02\|22.43\|24.82\|22.16\|66937;2026-06-08\|24.64\|-0.73\|24.73\|25.80\|23.64\|81241;2026-06-09\|23.67\|-3.94\|24.85\|25.24\|23.62\|57011;2026-06-10\|23.30\|-1.56\|23.90\|24.18\|22.61\|39186;2026-06-11\|23.23\|-0.30\|23.00\|23.47\|22.39\|29135;2026-06-12\|23.54\|1.33\|23.28\|24.86\|22.73\|75456;2026-06-15\|25.89\|9.98\|23.59\|25.89\|23.42\|57690;2026-06-16\|25.73\|-0.62\|26.26\|26.53\|25.30\|66997;2026-06-17\|25.61\|-0.47\|25.22\|25.89\|25.06\|37042;2026-06-18\|25.25\|-1.41\|25.58\|25.87\|25.01\|31493;2026-06-22\|25.38\|0.51\|25.19\|25.54\|24.63\|42459;2026-06-23\|25.31\|-0.28\|25.10\|25.80\|24.81\|45041;2026-06-24\|25.29\|-0.08\|25.06\|27.00\|24.20\|76514;2026-06-25\|24.85\|-0.56\|25.00\|26.20\|24.76\|55808;2026-06-26\|25.22\|1.49\|24.46\|25.68\|24.26\|58173;2026-06-29\|26.49\|5.04\|25.01\|26.95\|24.63\|85442;2026-06-30\|27.29\|3.02\|25.93\|27.46\|25.83\|85800;2026-07-01\|30.02\|10.00\|27.28\|30.02\|26.98\|33179;2026-07-02\|29.70\|-1.07\|31.07\|33.00\|29.20\|171141;2026-07-03\|29.73\|0.10\|28.85\|30.52\|28.85\|95823;2026-07-06\|29.15\|-1.95\|29.18\|29.50\|27.55\|95434;2026-07-07\|29.21\|0.21\|28.82\|30.25\|28.31\|70096;2026-07-08\|28.60\|-2.09\|28.71\|30.80\|28.32\|79382;2026-07-09\|28.95\|1.22\|28.40\|29.29\|26.81\|86128;2026-07-10\|27.71\|-4.28\|28.81\|29.27\|26.10\|94483
114833	其它归类	低空经济+轨交设备+一季报增长+传感器 1、据2026年3月27日年报，公司积极布局低空经济领域，推出首次应用无人机技术的全新产品并拓宽产品线，预计将开辟新的业务增长极。 2、据2026年3月27日年报，公司信号计轴系统和站间安全信息传输设备为行业标杆，核心产品获欧盟NOBO、DEBO等认证，并已在“一带一路”沿线实现规模化应用。 3、据2026年3月27日年报，公司正研发基于智能传感器的计轴系统，旨在掌握核心技术，打破高端传感器进口依赖，多个子项目正并行推进中。 4、据2026年4月27日一季报，公司2026年一季度实现营收9297.87万元，同比增长14.43%；归母净利润3729.79万元，同比增长16.45%。	公司产品主要有轨道交通信号计轴系统、铁路站场综合防雷系统、信号监测防雷分线柜等	2026-03-03\|11.85\|-3.66\|12.45\|12.49\|11.82\|34189;2026-03-04\|11.81\|-0.34\|11.81\|11.94\|11.63\|29239;2026-03-05\|12.07\|2.20\|11.98\|12.21\|11.93\|23957;2026-03-06\|12.59\|4.31\|11.98\|12.59\|11.98\|36798;2026-03-09\|12.50\|-0.71\|12.30\|12.75\|12.29\|44389;2026-03-10\|12.82\|2.56\|12.53\|12.85\|12.37\|45393;2026-03-11\|12.61\|-1.64\|12.90\|12.91\|12.48\|42392;2026-03-12\|12.42\|-1.51\|12.71\|12.71\|12.38\|29312;2026-03-13\|12.31\|-0.89\|12.42\|12.56\|12.24\|19846;2026-03-16\|12.36\|0.41\|12.33\|12.45\|12.21\|21895;2026-03-17\|12.11\|-2.02\|12.42\|12.60\|12.07\|30341;2026-03-18\|12.35\|1.98\|12.12\|12.35\|12.03\|20759;2026-03-19\|11.98\|-3.00\|12.28\|12.31\|11.95\|21673;2026-03-20\|11.52\|-3.84\|12.09\|12.13\|11.51\|31880;2026-03-23\|10.67\|-7.38\|11.28\|11.50\|10.55\|47742;2026-03-24\|11.25\|5.44\|10.86\|11.40\|10.75\|43453;2026-03-25\|11.44\|1.69\|11.29\|11.58\|11.28\|22718;2026-03-26\|11.38\|-0.52\|11.56\|11.66\|11.27\|22999;2026-03-27\|12.19\|7.12\|11.37\|12.45\|11.36\|108015;2026-03-30\|12.65\|3.77\|12.08\|12.87\|12.02\|149815;2026-03-31\|12.86\|1.66\|12.65\|13.32\|12.65\|164373;2026-04-01\|12.89\|0.23\|12.98\|13.08\|12.69\|94654;2026-04-02\|12.77\|-0.93\|12.81\|13.18\|12.60\|70584;2026-04-03\|12.60\|-1.33\|12.76\|12.95\|12.59\|58027;2026-04-07\|12.84\|1.90\|12.60\|12.99\|12.46\|62809;2026-04-08\|12.94\|0.78\|13.00\|13.10\|12.83\|52094;2026-04-09\|13.15\|1.62\|12.86\|13.35\|12.82\|82542;2026-04-10\|13.10\|-0.38\|13.20\|13.29\|12.98\|54672;2026-04-13\|12.93\|-1.30\|13.00\|13.09\|12.80\|47440;2026-04-14\|12.94\|0.08\|12.96\|13.20\|12.81\|35387;2026-04-15\|12.82\|-0.93\|12.98\|12.98\|12.74\|34692;2026-04-16\|13.02\|1.56\|12.81\|13.04\|12.80\|34147;2026-04-17\|12.93\|-0.69\|13.02\|13.05\|12.86\|31432;2026-04-20\|13.04\|0.85\|12.90\|13.07\|12.84\|37096;2026-04-21\|13.57\|4.06\|13.32\|13.66\|13.04\|148360;2026-04-22\|13.32\|-1.84\|13.45\|13.50\|13.06\|89009;2026-04-23\|12.95\|-2.78\|13.25\|13.35\|12.88\|58703;2026-04-24\|12.97\|0.15\|12.88\|13.05\|12.70\|47097;2026-04-27\|13.50\|4.09\|13.09\|13.53\|12.98\|88704;2026-04-28\|13.33\|-1.26\|13.46\|13.63\|13.20\|52545;2026-04-29\|13.45\|2.05\|13.18\|13.55\|13.12\|82749;2026-04-30\|13.43\|-0.15\|13.41\|13.69\|13.34\|56847;2026-05-06\|13.55\|0.89\|13.45\|13.65\|13.39\|82978;2026-05-07\|13.34\|-1.55\|13.60\|13.62\|13.31\|53498;2026-05-08\|13.36\|0.15\|13.35\|13.51\|13.24\|45551;2026-05-11\|13.30\|-0.45\|13.39\|13.43\|13.11\|53079;2026-05-12\|13.16\|-1.05\|13.33\|13.60\|13.11\|59177;2026-05-13\|13.04\|-0.91\|13.16\|13.23\|12.97\|48206;2026-05-14\|12.94\|-0.77\|13.05\|13.13\|12.92\|39643;2026-05-15\|12.79\|-1.16\|12.95\|12.97\|12.72\|45416;2026-05-18\|12.95\|1.25\|12.71\|12.98\|12.60\|41240;2026-05-19\|13.04\|0.69\|13.01\|13.21\|12.80\|39341;2026-05-20\|13.10\|0.46\|13.04\|13.32\|12.98\|46858;2026-05-21\|12.50\|-4.58\|13.05\|13.29\|12.43\|52250;2026-05-22\|12.75\|2.00\|12.59\|12.88\|12.27\|41866;2026-05-25\|12.44\|-2.43\|12.80\|12.93\|12.20\|60885;2026-05-26\|12.10\|-2.73\|12.44\|12.51\|11.93\|43088;2026-05-27\|11.78\|-2.64\|12.15\|12.18\|11.68\|43113;2026-05-28\|12.02\|2.04\|11.83\|12.03\|11.63\|38060;2026-05-29\|11.63\|-3.24\|11.98\|12.09\|11.58\|39739;2026-06-01\|12.20\|4.90\|11.63\|12.48\|11.55\|60894;2026-06-02\|12.12\|-0.66\|12.20\|12.37\|11.95\|51526;2026-06-03\|12.24\|0.99\|12.11\|12.59\|11.80\|75273;2026-06-04\|12.77\|4.33\|12.14\|12.97\|12.06\|101151;2026-06-05\|12.73\|-0.31\|12.79\|13.29\|12.54\|92106;2026-06-08\|12.44\|-2.28\|12.58\|12.70\|12.05\|59551;2026-06-09\|12.57\|1.04\|12.46\|12.65\|12.20\|54357;2026-06-10\|12.82\|1.99\|12.27\|12.88\|12.18\|69108;2026-06-11\|13.07\|1.95\|12.67\|13.08\|12.67\|105414;2026-06-12\|13.22\|1.15\|13.10\|13.58\|13.10\|134518;2026-06-15\|14.54\|9.98\|13.24\|14.54\|13.10\|117958;2026-06-16\|15.80\|8.67\|14.73\|15.90\|14.34\|357790;2026-06-17\|16.56\|4.81\|15.97\|16.77\|15.81\|221164;2026-06-18\|16.72\|0.97\|16.51\|17.27\|16.39\|204559;2026-06-22\|17.29\|3.41\|16.72\|17.37\|16.65\|140580;2026-06-23\|17.23\|-0.35\|17.29\|17.80\|17.15\|140857;2026-06-24\|17.51\|1.63\|17.57\|17.62\|16.75\|118168;2026-06-25\|17.32\|-1.09\|17.32\|17.80\|16.90\|98450;2026-06-26\|17.35\|0.17\|17.45\|17.67\|17.03\|81400;2026-06-29\|18.10\|4.32\|17.35\|18.64\|17.00\|161397;2026-06-30\|19.56\|8.07\|17.92\|19.77\|17.71\|212395;2026-07-01\|19.00\|-2.86\|19.42\|19.97\|18.73\|129761;2026-07-02\|19.07\|0.37\|18.58\|19.62\|18.58\|114444;2026-07-03\|18.81\|-1.36\|19.41\|19.96\|18.68\|101661;2026-07-06\|18.95\|0.74\|18.82\|19.27\|18.42\|75705;2026-07-07\|17.50\|-7.65\|18.70\|18.81\|17.47\|112464;2026-07-08\|16.78\|-4.11\|17.59\|17.78\|16.68\|88378;2026-07-09\|17.19\|2.44\|16.82\|17.34\|16.25\|87415;2026-07-10\|16.96\|-1.34\|17.19\|17.57\|16.80\|64007
114832	其它归类	AI游戏+小游戏+业绩增长 1、据2026年5月20日投资者关系活动记录表，公司加速推进AI与游戏业务融合，旗下AI创新院构建了贯穿研发、发行全链路的AI赋能体系；2026年一季度，通过AI深度融入游戏研发与发行环节，主营业务毛利率同比提升3.73个百分点，扣非净利润同比增长347.37%。 2、据2026年5月20日投资者关系活动记录表，公司基于“少年三国志”IP推出的小游戏《少年三国志-怀旧版》已上线微信与抖音小程序端，成功切入小游戏赛道，并储备有多款IP小游戏产品处于研发测试阶段。 3、据2026年4月29日年报，公司是面向全球的研运一体化游戏供应商，成功推出以“少年”系列IP为代表的经典自研卡牌手游及SLG游戏等长周期产品，2025年海外游戏收入占比66.52%，连续11年超过国内市场。	公司旗下知名游戏产品有《少年三国志》系列、《女神联盟》系列、《盗墓笔记》等	2026-03-03\|10.34\|-2.73\|10.62\|10.69\|10.33\|279259;2026-03-04\|10.11\|-2.22\|10.20\|10.34\|10.05\|202684;2026-03-05\|10.35\|2.37\|10.31\|10.53\|10.13\|238056;2026-03-06\|10.79\|4.25\|10.28\|10.87\|10.26\|240641;2026-03-09\|10.62\|-1.58\|10.70\|10.70\|10.42\|202637;2026-03-10\|10.60\|-0.19\|10.72\|10.85\|10.55\|198081;2026-03-11\|10.55\|-0.47\|10.63\|10.66\|10.47\|134431;2026-03-12\|10.56\|0.09\|10.53\|11.09\|10.51\|264189;2026-03-13\|10.40\|-1.52\|10.86\|10.90\|10.38\|227187;2026-03-16\|10.39\|-0.10\|10.37\|10.49\|10.29\|144339;2026-03-17\|10.32\|-0.67\|10.41\|10.58\|10.32\|146858;2026-03-18\|10.29\|-0.29\|10.44\|10.45\|10.17\|166098;2026-03-19\|10.00\|-2.82\|10.17\|10.23\|9.98\|205427;2026-03-20\|9.57\|-4.30\|9.99\|10.10\|9.56\|259817;2026-03-23\|8.98\|-6.17\|9.38\|9.39\|8.89\|312463;2026-03-24\|9.27\|3.23\|9.12\|9.30\|9.00\|203886;2026-03-25\|9.46\|2.05\|9.32\|9.57\|9.28\|169327;2026-03-26\|9.28\|-1.90\|9.46\|9.56\|9.23\|141170;2026-03-27\|9.45\|1.83\|9.16\|9.50\|9.13\|139374;2026-03-30\|9.56\|1.16\|9.33\|9.60\|9.28\|182443;2026-03-31\|9.54\|-0.21\|9.55\|9.73\|9.53\|129280;2026-04-01\|9.77\|2.41\|9.69\|9.81\|9.56\|152265;2026-04-02\|9.59\|-1.84\|9.74\|9.84\|9.54\|121717;2026-04-03\|9.36\|-2.40\|9.64\|9.69\|9.33\|105911;2026-04-07\|9.40\|0.43\|9.36\|9.48\|9.33\|69309;2026-04-08\|10.01\|6.49\|9.60\|10.04\|9.60\|203851;2026-04-09\|9.70\|-3.10\|9.92\|9.95\|9.68\|136910;2026-04-10\|9.81\|1.13\|9.78\|9.96\|9.76\|127314;2026-04-13\|9.61\|-2.04\|9.71\|9.75\|9.55\|181480;2026-04-14\|9.61\|0.00\|9.69\|9.74\|9.53\|106766;2026-04-15\|9.56\|-0.52\|9.65\|9.73\|9.55\|110582;2026-04-16\|9.72\|1.67\|9.62\|9.76\|9.59\|160179;2026-04-17\|9.65\|-0.72\|9.72\|9.75\|9.52\|159777;2026-04-20\|9.67\|0.21\|9.62\|9.74\|9.60\|131770;2026-04-21\|9.72\|0.52\|9.67\|9.81\|9.65\|188027;2026-04-22\|9.65\|-0.72\|9.69\|9.69\|9.52\|155934;2026-04-23\|9.47\|-1.87\|9.69\|9.83\|9.43\|208050;2026-04-24\|9.15\|-3.38\|9.40\|9.47\|9.07\|232793;2026-04-27\|9.34\|2.08\|9.16\|9.50\|9.04\|260605;2026-04-28\|9.25\|-0.96\|9.29\|9.53\|9.21\|170544;2026-04-29\|10.18\|10.05\|9.85\|10.18\|9.77\|280764;2026-04-30\|10.24\|0.59\|10.17\|10.35\|10.11\|700759;2026-05-06\|10.48\|2.34\|10.32\|10.55\|10.20\|441861;2026-05-07\|10.67\|1.81\|10.46\|10.70\|10.40\|362008;2026-05-08\|10.76\|0.84\|10.63\|11.07\|10.60\|612159;2026-05-11\|10.79\|0.28\|10.76\|10.82\|10.60\|405166;2026-05-12\|10.94\|1.39\|10.77\|11.18\|10.73\|465444;2026-05-13\|11.05\|1.01\|10.77\|11.07\|10.75\|293151;2026-05-14\|11.31\|2.35\|11.05\|11.54\|10.93\|639844;2026-05-15\|11.96\|5.75\|11.29\|12.05\|11.22\|752091;2026-05-18\|11.76\|-1.67\|12.05\|12.25\|11.38\|620302;2026-05-19\|11.80\|0.34\|11.71\|12.09\|11.55\|475190;2026-05-20\|11.71\|-0.76\|11.61\|11.81\|11.45\|380506;2026-05-21\|12.21\|4.27\|11.70\|12.80\|11.69\|945355;2026-05-22\|12.44\|1.88\|12.20\|12.50\|12.00\|670585;2026-05-25\|11.94\|-4.02\|12.32\|12.36\|11.81\|590953;2026-05-26\|11.64\|-2.51\|11.94\|12.17\|11.55\|521005;2026-05-27\|11.62\|-0.17\|11.65\|11.95\|11.38\|419814;2026-05-28\|11.76\|1.20\|11.56\|11.92\|11.34\|389983;2026-05-29\|11.25\|-4.34\|11.75\|11.88\|11.19\|291883;2026-06-01\|11.23\|-0.18\|11.18\|11.48\|11.11\|289388;2026-06-02\|10.84\|-3.47\|11.23\|11.29\|10.72\|346179;2026-06-03\|10.99\|1.38\|10.80\|11.13\|10.64\|303326;2026-06-04\|10.85\|-1.27\|10.92\|11.14\|10.80\|205732;2026-06-05\|10.69\|-1.47\|10.86\|11.05\|10.63\|261390;2026-06-08\|10.75\|0.56\|10.44\|11.11\|10.37\|402473;2026-06-09\|11.21\|4.28\|10.93\|11.38\|10.69\|384005;2026-06-10\|11.03\|-1.61\|11.09\|11.19\|10.83\|287087;2026-06-11\|9.93\|-9.97\|10.98\|11.08\|9.93\|544948;2026-06-12\|10.08\|1.51\|10.42\|10.42\|9.85\|455605;2026-06-15\|11.09\|10.02\|10.22\|11.09\|10.18\|321827;2026-06-16\|11.82\|6.58\|11.03\|11.90\|10.90\|803442;2026-06-17\|11.62\|-1.69\|11.61\|11.90\|11.44\|374392;2026-06-18\|11.62\|0.00\|11.63\|11.92\|11.47\|323548;2026-06-22\|12.33\|6.11\|11.62\|12.36\|11.52\|616446;2026-06-23\|12.72\|3.16\|12.14\|12.86\|12.10\|644210;2026-06-24\|12.83\|0.86\|12.58\|13.00\|12.50\|499083;2026-06-25\|12.47\|-2.81\|12.90\|13.13\|12.41\|469224;2026-06-26\|12.19\|-2.25\|12.39\|12.78\|12.06\|395301;2026-06-29\|12.15\|-0.33\|12.10\|12.62\|11.88\|447057;2026-06-30\|12.61\|3.79\|12.10\|12.66\|11.74\|398657;2026-07-01\|12.39\|-1.74\|12.65\|12.85\|12.23\|367003;2026-07-02\|12.03\|-2.91\|12.42\|12.55\|11.95\|305475;2026-07-03\|12.33\|2.49\|12.03\|12.57\|11.90\|355280;2026-07-06\|12.39\|0.49\|12.30\|12.78\|12.16\|373050;2026-07-07\|12.58\|1.53\|12.35\|13.33\|12.31\|677911;2026-07-08\|11.94\|-5.09\|12.56\|12.57\|11.93\|497756;2026-07-09\|12.51\|4.77\|11.90\|12.97\|11.72\|561809;2026-07-10\|12.74\|1.84\|12.51\|13.13\|12.45\|586165
114831	其它归类	中东重建+国际工程+算力+一带一路行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年3月29日投资者关系活动记录表，2025年公司国际工程承包新签合同额21.06亿美元，生效合同额18.80亿美元，同比增长62.91%，创历史高位，油气、工业化项目滚动开发。 2、据2026年4月13日互动易，目前公司承建的伊拉克九区油气中央处理设施项目已成功投产，其他在执行油气工程项目进展顺利。公司将保持战略定力，紧跟国家“一带一路”倡议步伐，持续聚焦优势领域，依托自身的业务优势、市场布局和国际化经营经验积累，持续加大市场开发力度。据2025年11月20日互动易，中东地区是公司重点市场，公司在伊拉克、阿联酋、阿曼等地设立了分支机构。（具备战后重建先发优势） 3、据2026年3月17日互动易，公司所属中国中元在数据中心和智算中心设计咨询领域保持优势，承接国家超算深圳中心二期等“东数西算”核心项目，并应用液冷、绿电消纳技术。	国际工程龙头，公司核心业务为国际工程承包，业务范围涉及亚洲、非洲、美洲及欧洲地区，在医疗建筑、机场物流及载人索道工程等领域具有独特优势	2026-03-03\|8.88\|0.34\|8.81\|9.02\|8.77\|256325;2026-03-04\|8.96\|0.90\|8.80\|9.08\|8.76\|239117;2026-03-05\|9.00\|0.45\|9.00\|9.12\|8.94\|213159;2026-03-06\|9.09\|1.00\|9.00\|9.13\|8.91\|187546;2026-03-09\|9.20\|1.21\|9.07\|9.20\|8.97\|309561;2026-03-10\|9.08\|-1.30\|9.35\|9.45\|9.03\|358293;2026-03-11\|9.10\|0.22\|9.10\|9.14\|8.85\|245615;2026-03-12\|9.14\|0.44\|9.09\|9.18\|8.98\|193601;2026-03-13\|9.20\|0.66\|9.10\|9.39\|9.08\|267451;2026-03-16\|9.01\|-2.07\|9.20\|9.25\|8.97\|225111;2026-03-17\|8.88\|-1.44\|9.13\|9.17\|8.87\|153330;2026-03-18\|8.66\|-2.48\|8.90\|8.93\|8.59\|211983;2026-03-19\|8.37\|-3.35\|8.58\|8.67\|8.33\|232250;2026-03-20\|8.34\|-0.36\|8.37\|8.47\|8.23\|200484;2026-03-23\|8.07\|-3.24\|8.25\|8.51\|8.01\|292509;2026-03-24\|8.68\|7.56\|8.18\|8.79\|8.16\|461743;2026-03-25\|8.89\|2.42\|8.70\|9.00\|8.56\|387107;2026-03-26\|8.71\|-2.02\|8.87\|8.98\|8.69\|231416;2026-03-27\|8.64\|-0.80\|8.67\|8.72\|8.55\|197081;2026-03-30\|8.76\|1.39\|8.51\|8.86\|8.35\|242002;2026-03-31\|8.96\|2.28\|8.72\|9.14\|8.61\|322352;2026-04-01\|9.01\|0.56\|9.86\|9.86\|8.97\|954114;2026-04-02\|9.91\|9.99\|9.00\|9.91\|8.97\|904582;2026-04-03\|9.53\|-3.83\|9.88\|10.07\|9.32\|1254405;2026-04-07\|10.48\|9.97\|9.89\|10.48\|9.87\|1479594;2026-04-08\|11.53\|10.02\|11.53\|11.53\|11.33\|427483;2026-04-09\|11.50\|-0.26\|12.50\|12.68\|11.50\|2311623;2026-04-10\|10.73\|-6.70\|11.50\|11.62\|10.63\|1665139;2026-04-13\|9.84\|-8.29\|10.20\|10.30\|9.69\|1216386;2026-04-14\|10.82\|9.96\|10.11\|10.82\|9.96\|1653422;2026-04-15\|11.90\|9.98\|11.39\|11.90\|11.39\|1212659;2026-04-16\|11.59\|-2.60\|11.54\|11.93\|11.40\|1607616;2026-04-17\|11.52\|-0.60\|11.58\|12.14\|11.17\|1471630;2026-04-20\|11.97\|3.91\|11.56\|12.19\|11.23\|1473448;2026-04-21\|11.88\|-0.75\|11.75\|12.27\|11.45\|1055852;2026-04-22\|11.54\|-2.86\|11.88\|11.88\|11.30\|922174;2026-04-23\|10.81\|-6.33\|11.24\|11.24\|10.74\|947719;2026-04-24\|10.65\|-1.48\|10.65\|10.96\|10.47\|613330;2026-04-27\|10.22\|-4.04\|10.37\|10.43\|10.15\|593014;2026-04-28\|9.95\|-2.64\|10.16\|10.24\|9.90\|478286;2026-04-29\|10.11\|1.61\|10.02\|10.18\|9.88\|424787;2026-04-30\|10.12\|0.10\|10.05\|10.13\|9.90\|419575;2026-05-06\|10.62\|4.94\|10.37\|11.04\|10.25\|810628;2026-05-07\|11.68\|9.98\|11.32\|11.68\|11.31\|769114;2026-05-08\|11.87\|1.63\|11.46\|12.00\|11.38\|1381041;2026-05-11\|11.73\|-1.18\|11.62\|11.96\|11.62\|740806;2026-05-12\|11.25\|-4.09\|11.64\|11.69\|11.16\|562609;2026-05-13\|11.04\|-1.87\|11.15\|11.15\|10.88\|454899;2026-05-14\|10.85\|-1.72\|11.01\|11.37\|10.71\|698611;2026-05-15\|10.57\|-2.58\|10.73\|10.99\|10.44\|453747;2026-05-18\|10.47\|-0.95\|10.49\|10.58\|10.30\|322346;2026-05-19\|10.58\|1.05\|10.70\|10.78\|10.40\|396089;2026-05-20\|11.31\|6.90\|10.47\|11.50\|10.36\|837757;2026-05-21\|10.73\|-5.13\|11.17\|11.33\|10.71\|631859;2026-05-22\|10.65\|-0.75\|10.80\|10.90\|10.50\|411418;2026-05-25\|11.72\|10.05\|11.23\|11.72\|11.06\|624643;2026-05-26\|11.43\|-2.47\|11.53\|11.79\|11.19\|698926;2026-05-27\|11.09\|-2.97\|11.29\|11.60\|11.01\|672016;2026-05-28\|10.33\|-6.85\|11.14\|11.14\|9.98\|825767;2026-05-29\|11.01\|6.58\|10.44\|11.36\|10.30\|1172293;2026-06-01\|11.07\|0.55\|10.77\|11.34\|10.67\|780115;2026-06-02\|10.85\|-1.99\|10.96\|11.12\|10.73\|439159;2026-06-03\|10.93\|0.74\|10.64\|11.25\|10.52\|550230;2026-06-04\|12.02\|9.97\|11.16\|12.02\|11.10\|842537;2026-06-05\|11.77\|-2.08\|12.08\|12.47\|11.71\|1145978;2026-06-08\|11.12\|-5.52\|11.55\|11.60\|10.89\|674989;2026-06-09\|12.23\|9.98\|11.46\|12.23\|11.46\|540450;2026-06-10\|12.03\|-1.64\|12.24\|12.32\|11.80\|834397;2026-06-11\|11.70\|-2.74\|11.59\|12.05\|11.57\|577301;2026-06-12\|10.56\|-9.74\|12.62\|12.62\|10.53\|1361397;2026-06-15\|11.62\|10.04\|11.30\|11.62\|11.30\|707959;2026-06-16\|12.77\|9.90\|11.88\|12.78\|11.88\|1318963;2026-06-17\|12.50\|-2.11\|13.22\|14.00\|12.12\|1582776;2026-06-18\|12.25\|-2.00\|12.44\|12.67\|11.91\|981485;2026-06-22\|13.23\|8.00\|12.51\|13.47\|12.35\|1199546;2026-06-23\|12.39\|-6.35\|13.20\|13.27\|12.33\|805443;2026-06-24\|13.63\|10.01\|12.58\|13.63\|12.41\|843088;2026-06-25\|13.55\|-0.59\|13.48\|14.00\|13.07\|1340411;2026-06-26\|12.81\|-4.69\|13.13\|13.55\|12.44\|918874;2026-06-29\|11.99\|-6.40\|12.41\|12.45\|11.56\|806229;2026-06-30\|11.32\|-5.59\|11.59\|11.60\|10.84\|657068;2026-07-01\|11.60\|2.47\|11.02\|11.64\|10.67\|728483;2026-07-02\|11.13\|-4.05\|11.15\|11.44\|11.02\|474568;2026-07-03\|10.52\|-5.48\|11.19\|11.28\|10.50\|543503;2026-07-06\|9.70\|-7.79\|10.30\|10.38\|9.70\|542585;2026-07-07\|9.95\|2.58\|9.75\|9.99\|9.45\|443915;2026-07-08\|9.00\|-9.55\|9.70\|9.71\|8.96\|481294;2026-07-09\|8.93\|-0.78\|8.96\|9.03\|8.60\|445293;2026-07-10\|8.95\|0.22\|8.91\|9.25\|8.62\|433749
114830	其它归类	拟收购存储公司+复牌+建筑幕墙 1、据2026年7月1日公告，公司拟通过发行股份及支付现金方式购买金胜电子100%股权，交易价格预计不超过6亿元，标的公司主要从事存储器的研发设计、生产制造及销售，系国家级专精特新重点“小巨人”企业，公司股票于7月1日复牌。 2、据2026年7月1日公告，本次交易完成后，公司将切入存储领域，打造第二增长曲线，拓展新的业务增长点。 3、据2025年年度报告，公司主营业务为建筑幕墙与门窗工程的设计、制造与施工，属于我国建筑幕墙行业第一阵营企业。	公司主营业务为建筑幕墙与门窗工程，项目类型涵盖高档写字楼、商业综合体和住宅楼等各类建筑的幕墙与门窗工程	2026-03-03\|14.09\|-0.56\|14.16\|14.29\|13.86\|26947;2026-03-04\|14.08\|-0.07\|14.16\|14.16\|13.84\|19446;2026-03-05\|14.08\|0.00\|14.12\|14.20\|13.91\|22922;2026-03-06\|14.30\|1.56\|14.16\|14.31\|14.00\|27512;2026-03-09\|14.20\|-0.70\|14.22\|14.23\|13.82\|39246;2026-03-10\|14.40\|1.41\|14.19\|14.40\|14.16\|29683;2026-03-11\|14.38\|-0.14\|14.40\|14.56\|14.21\|28662;2026-03-12\|14.21\|-1.18\|14.37\|14.38\|14.10\|24698;2026-03-13\|14.16\|-0.35\|14.20\|14.29\|14.02\|21759;2026-03-16\|14.24\|0.56\|14.14\|14.28\|14.09\|19301;2026-03-17\|14.09\|-1.05\|14.23\|14.30\|13.95\|22664;2026-03-18\|14.08\|-0.07\|14.07\|14.13\|13.87\|18253;2026-03-19\|13.71\|-2.63\|13.97\|14.01\|13.67\|19778;2026-03-20\|13.29\|-3.06\|13.71\|13.76\|13.26\|22314;2026-03-23\|12.74\|-4.14\|13.18\|13.18\|12.00\|23080;2026-03-24\|13.03\|2.28\|12.88\|13.15\|12.50\|28482;2026-03-25\|13.42\|2.99\|13.06\|13.49\|12.99\|27885;2026-03-26\|13.38\|-0.30\|13.44\|13.57\|13.14\|21430;2026-03-27\|13.50\|0.90\|13.29\|13.56\|13.21\|22015;2026-03-30\|13.67\|1.26\|13.39\|13.72\|13.28\|23360;2026-03-31\|13.64\|-0.22\|13.66\|13.91\|13.44\|20371;2026-04-01\|13.60\|-0.29\|13.87\|13.87\|13.50\|17802;2026-04-02\|13.39\|-1.54\|13.58\|13.69\|13.23\|21601;2026-04-03\|13.17\|-1.64\|13.41\|13.41\|12.97\|29037;2026-04-07\|13.26\|0.68\|13.17\|13.34\|12.80\|32641;2026-04-08\|13.54\|2.11\|13.47\|13.56\|13.31\|22772;2026-04-09\|13.35\|-1.40\|13.52\|13.52\|13.22\|16921;2026-04-10\|13.43\|0.60\|13.37\|13.44\|13.25\|14323;2026-04-13\|13.44\|0.07\|13.33\|13.45\|13.26\|15054;2026-04-14\|13.52\|0.60\|13.51\|13.52\|13.19\|21092;2026-04-15\|13.34\|-1.33\|13.48\|13.55\|13.30\|22038;2026-04-16\|13.48\|1.05\|13.30\|13.49\|13.20\|18984;2026-04-17\|13.40\|-0.59\|13.42\|13.47\|13.31\|16380;2026-04-20\|13.46\|0.45\|13.48\|13.49\|13.33\|16720;2026-04-21\|13.25\|-1.56\|13.46\|13.47\|13.10\|22689;2026-04-22\|13.22\|-0.23\|13.21\|13.32\|13.12\|18889;2026-04-23\|13.07\|-1.13\|13.19\|13.23\|13.01\|17803;2026-04-24\|13.14\|0.54\|13.05\|13.17\|12.93\|27078;2026-04-27\|13.39\|1.90\|13.13\|13.43\|12.92\|31713;2026-04-28\|13.86\|3.51\|13.58\|13.94\|13.49\|45413;2026-04-29\|13.88\|0.14\|13.75\|13.97\|13.74\|28166;2026-04-30\|13.84\|-0.29\|13.89\|14.00\|13.76\|21262;2026-05-06\|13.95\|0.79\|13.85\|14.07\|13.85\|30296;2026-05-07\|13.95\|0.00\|13.95\|14.09\|13.88\|24697;2026-05-08\|14.13\|1.29\|13.94\|14.19\|13.85\|22074;2026-05-11\|14.14\|0.07\|14.18\|14.25\|14.08\|22236;2026-05-12\|13.85\|-2.05\|14.16\|14.20\|13.77\|20683;2026-05-13\|13.89\|0.29\|13.87\|13.91\|13.69\|19104;2026-05-14\|13.85\|-0.29\|13.88\|13.90\|13.70\|19672;2026-05-15\|13.85\|0.00\|13.72\|13.92\|13.70\|26498;2026-05-18\|13.85\|0.00\|13.72\|13.86\|13.70\|23449;2026-05-19\|13.82\|-0.22\|13.80\|13.93\|13.75\|16359;2026-05-20\|13.73\|-0.65\|13.82\|13.82\|13.61\|14949;2026-05-21\|13.33\|-2.91\|13.61\|13.76\|13.20\|23895;2026-05-22\|13.59\|1.95\|13.35\|13.62\|13.15\|22469;2026-05-25\|13.53\|-0.44\|13.56\|13.67\|13.27\|25631;2026-05-26\|13.31\|-1.63\|13.43\|13.47\|13.18\|28773;2026-05-27\|12.99\|-2.40\|13.29\|13.33\|12.81\|19601;2026-05-28\|13.03\|0.31\|13.09\|13.09\|12.80\|16186;2026-05-29\|12.66\|-2.84\|13.00\|13.03\|12.45\|19022;2026-06-01\|12.88\|1.74\|12.57\|12.88\|12.33\|18021;2026-06-02\|12.34\|-4.19\|12.87\|12.88\|12.33\|18286;2026-06-03\|12.15\|-1.54\|12.35\|12.40\|12.04\|16338;2026-06-04\|11.82\|-2.72\|12.06\|12.17\|11.79\|13093;2026-06-05\|12.15\|2.79\|11.82\|12.23\|11.72\|21474;2026-06-08\|11.76\|-3.21\|11.96\|12.15\|11.46\|17718;2026-06-09\|11.67\|-0.77\|11.72\|11.94\|11.58\|12022;2026-06-10\|11.55\|-1.03\|11.63\|11.72\|11.36\|12523;2026-06-11\|11.54\|-0.09\|11.44\|11.60\|11.20\|10832;2026-06-12\|11.76\|1.91\|11.58\|11.80\|11.41\|18836;2026-06-15\|12.94\|10.03\|11.87\|12.94\|11.86\|27129;2026-07-01\|14.23\|9.97\|14.23\|14.23\|14.23\|5120;2026-07-02\|15.65\|9.98\|15.65\|15.65\|15.65\|3632;2026-07-03\|17.22\|10.03\|17.22\|17.22\|17.22\|6055;2026-07-06\|18.94\|9.99\|18.94\|18.94\|18.94\|7245;2026-07-07\|20.83\|9.98\|20.83\|20.83\|20.83\|7289;2026-07-08\|22.91\|9.99\|22.91\|22.91\|22.80\|467147;2026-07-09\|25.20\|10.00\|24.21\|25.20\|24.10\|132015;2026-07-10\|26.75\|6.15\|27.72\|27.72\|26.54\|387032
114829		存储芯片+收购半导体+汽车轮毂行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月12日公告，公司拟以9800万元现金收购广东全芯半导体有限公司30%股权，标的公司专注于半导体闪存产品的研发、设计及销售，拥有DDR5 SO-DIMM内存条等多种存储产品。 2、据2025年年报，公司主营业务为汽车铝合金轮毂及轮胎，深耕汽车高端改装市场，在北美洲拥有成熟稳定的直营销售渠道，是国内同行业拥有最完善海外销售渠道的企业之一。 3、据2026年6月5日公告，公司控股股东向君弘钱江协议转让6.00%股份已完成过户登记，过户时间为2026年6月3日，受让方承诺15个月内不减持。	公司拟斥资9800万元收购全芯半导体30%股权	2026-03-03\|5.74\|-3.85\|5.97\|6.05\|5.70\|125504;2026-03-04\|5.67\|-1.22\|5.77\|5.78\|5.60\|108460;2026-03-05\|5.82\|2.65\|5.80\|5.92\|5.74\|99464;2026-03-06\|6.04\|3.78\|5.82\|6.05\|5.80\|100076;2026-03-09\|6.05\|0.17\|6.04\|6.13\|5.91\|156854;2026-03-10\|6.38\|5.45\|6.13\|6.40\|6.10\|190373;2026-03-11\|6.37\|-0.16\|6.38\|6.52\|6.32\|153302;2026-03-12\|6.27\|-1.57\|6.44\|6.47\|6.24\|115085;2026-03-13\|6.33\|0.96\|6.27\|6.56\|6.21\|149939;2026-03-16\|6.19\|-2.21\|6.25\|6.33\|6.10\|202850;2026-03-17\|6.04\|-2.42\|6.21\|6.27\|6.02\|97317;2026-03-18\|6.13\|1.49\|6.05\|6.18\|5.99\|86330;2026-03-19\|5.96\|-2.77\|6.11\|6.16\|5.94\|100560;2026-03-20\|5.59\|-6.21\|6.04\|6.06\|5.58\|148011;2026-03-23\|5.25\|-6.08\|5.53\|5.66\|5.18\|195716;2026-03-24\|5.62\|7.05\|5.41\|5.64\|5.28\|162699;2026-03-25\|5.74\|2.14\|5.65\|5.80\|5.60\|112115;2026-03-26\|5.64\|-1.74\|5.81\|5.84\|5.60\|96262;2026-03-27\|5.90\|4.61\|5.59\|5.93\|5.54\|115069;2026-03-30\|6.01\|1.86\|5.86\|6.10\|5.82\|124094;2026-03-31\|6.00\|-0.17\|6.07\|6.24\|5.97\|125083;2026-04-01\|6.16\|2.67\|6.03\|6.24\|5.93\|173407;2026-04-02\|6.01\|-2.44\|6.13\|6.24\|5.93\|130488;2026-04-03\|5.61\|-6.66\|6.13\|6.15\|5.60\|134144;2026-04-07\|5.83\|3.92\|5.60\|5.92\|5.60\|129356;2026-04-08\|6.10\|4.63\|5.98\|6.12\|5.87\|109134;2026-04-09\|5.96\|-2.30\|6.11\|6.11\|5.68\|352351;2026-04-10\|6.16\|3.36\|6.17\|6.24\|5.99\|294481;2026-04-13\|6.09\|-1.14\|6.17\|6.33\|6.03\|312207;2026-04-14\|6.11\|0.33\|6.12\|6.16\|5.96\|211577;2026-04-15\|5.89\|-3.60\|6.07\|6.10\|5.85\|170566;2026-04-16\|6.26\|6.28\|5.97\|6.48\|5.87\|390413;2026-04-17\|6.50\|3.83\|6.33\|6.64\|6.21\|440087;2026-04-20\|6.70\|3.08\|6.50\|6.99\|6.45\|383834;2026-04-21\|7.37\|10.00\|6.67\|7.37\|6.55\|203680;2026-04-22\|7.07\|-4.07\|7.83\|7.83\|6.72\|990579;2026-04-23\|6.52\|-7.78\|6.76\|6.79\|6.45\|592877;2026-04-24\|6.42\|-1.53\|6.32\|6.52\|6.32\|329982;2026-04-27\|6.81\|6.07\|6.42\|6.86\|6.23\|534910;2026-04-28\|7.25\|6.46\|6.67\|7.35\|6.67\|655565;2026-04-29\|7.25\|0.00\|7.20\|7.41\|7.01\|544069;2026-04-30\|7.07\|-2.48\|7.40\|7.42\|7.07\|287681;2026-05-06\|7.05\|-0.28\|7.15\|7.18\|6.97\|285120;2026-05-07\|7.34\|4.11\|7.07\|7.65\|7.07\|347415;2026-05-08\|7.42\|1.09\|7.26\|7.47\|7.21\|220460;2026-05-11\|7.58\|2.16\|7.40\|7.82\|7.40\|244913;2026-05-12\|7.44\|-1.85\|7.51\|7.59\|7.37\|170082;2026-05-13\|7.38\|-0.81\|7.41\|7.58\|7.30\|165586;2026-05-14\|7.35\|-0.41\|7.38\|7.59\|7.30\|172155;2026-05-15\|7.33\|-0.27\|7.35\|7.42\|7.26\|132980;2026-05-18\|7.23\|-1.36\|7.35\|7.41\|7.12\|148408;2026-05-19\|7.18\|-0.69\|7.27\|7.43\|7.13\|127092;2026-05-20\|7.20\|0.28\|7.18\|7.34\|7.00\|126839;2026-05-21\|6.92\|-3.89\|7.17\|7.32\|6.88\|147775;2026-05-22\|7.12\|2.89\|7.03\|7.15\|6.95\|111717;2026-05-25\|6.85\|-3.79\|7.17\|7.33\|6.77\|148475;2026-05-26\|6.65\|-2.92\|6.85\|6.96\|6.18\|182943;2026-05-27\|7.32\|10.08\|6.60\|7.32\|6.53\|239390;2026-05-28\|7.38\|0.82\|7.27\|7.50\|7.25\|366651;2026-05-29\|7.35\|-0.41\|7.49\|8.08\|7.28\|396452;2026-06-01\|7.56\|2.86\|7.35\|7.68\|7.25\|294430;2026-06-02\|7.19\|-4.89\|7.52\|7.55\|6.96\|271850;2026-06-03\|7.13\|-0.83\|7.18\|7.26\|7.01\|200506;2026-06-04\|6.92\|-2.95\|7.06\|7.15\|6.86\|143276;2026-06-05\|6.90\|-0.29\|6.92\|7.23\|6.76\|156689;2026-06-08\|6.98\|1.16\|6.70\|7.37\|6.67\|237728;2026-06-09\|7.68\|10.03\|7.11\|7.68\|7.00\|296903;2026-06-10\|7.47\|-2.73\|7.68\|7.80\|7.36\|348757;2026-06-11\|7.32\|-2.01\|7.49\|7.63\|7.13\|254397;2026-06-12\|8.05\|9.97\|8.05\|8.05\|8.05\|54292;2026-06-15\|8.86\|10.06\|8.86\|8.86\|8.86\|17089;2026-06-16\|8.81\|-0.56\|9.75\|9.75\|8.40\|1175696;2026-06-17\|8.49\|-3.63\|8.22\|8.91\|8.22\|902349;2026-06-18\|8.22\|-3.18\|8.43\|9.14\|7.90\|918383;2026-06-22\|8.20\|-0.24\|8.24\|9.00\|7.91\|855875;2026-06-23\|9.02\|10.00\|8.00\|9.02\|7.78\|744181;2026-06-24\|8.27\|-8.31\|8.80\|8.82\|8.12\|817606;2026-06-25\|9.10\|10.04\|8.56\|9.10\|8.56\|1034978;2026-06-26\|9.04\|-0.66\|8.90\|9.56\|8.72\|925942;2026-06-29\|8.23\|-8.96\|8.90\|9.22\|8.14\|751573;2026-06-30\|9.05\|9.96\|8.02\|9.05\|8.02\|552182;2026-07-01\|9.25\|2.21\|9.07\|9.61\|8.91\|750765;2026-07-02\|8.89\|-3.89\|8.96\|9.24\|8.83\|477220;2026-07-03\|8.66\|-2.59\|8.95\|9.17\|8.60\|396244;2026-07-06\|8.35\|-3.58\|8.63\|8.81\|8.12\|373834;2026-07-07\|7.89\|-5.51\|8.42\|8.44\|7.85\|292771;2026-07-08\|7.26\|-7.98\|7.80\|7.89\|7.24\|276460;2026-07-09\|7.29\|0.41\|7.38\|7.42\|6.80\|293608;2026-07-10\|7.11\|-2.47\|7.31\|7.57\|7.11\|222488
114828	六氟化钨价格大幅飙升	涨停揭秘：韩国氢氟酸厂商提价叠加AI算力升级带动液冷服务器用氟制冷剂需求激增，公司作为国内氟化工绝对龙头直接受益；涨停缘由：液冷服务器渗透率快速提升拉动R134a/R227ea等特种氟制冷剂需求，公司具备全链条产能及技术储备，产品已批量供应头部服务器厂商；资金逻辑：资金聚焦AI基础设施上游材料，主力资金单日净流入2.1亿元，成交额创年内新高，机构调研频次周环比翻倍；风险提示：液冷服务器推广节奏受制于数据中心改造周期，氟制冷剂价格受配额管理政策影响较大，短期业绩弹性存波动	国内氟化工龙头；公司旗下中巨芯科技有限公司生产供应电子级氟化氢气体	2026-03-03\|42.15\|-2.66\|43.30\|43.84\|41.97\|332784;2026-03-04\|40.87\|-3.04\|41.51\|42.68\|40.75\|309689;2026-03-05\|41.55\|1.66\|41.49\|41.98\|41.08\|188510;2026-03-06\|42.77\|2.94\|41.48\|43.20\|40.88\|283836;2026-03-09\|40.97\|-4.21\|41.82\|42.13\|40.27\|309329;2026-03-10\|41.39\|1.03\|41.20\|42.03\|41.10\|195782;2026-03-11\|40.66\|-1.76\|41.45\|41.47\|40.30\|229903;2026-03-12\|39.65\|-2.48\|40.90\|40.97\|39.20\|292685;2026-03-13\|38.72\|-2.35\|39.45\|40.10\|38.57\|238063;2026-03-16\|38.01\|-1.83\|38.71\|39.11\|37.14\|336158;2026-03-17\|37.85\|-0.42\|38.20\|39.04\|37.80\|206741;2026-03-18\|37.85\|0.00\|37.95\|37.98\|36.91\|209365;2026-03-19\|36.30\|-4.10\|37.43\|37.43\|35.92\|353487;2026-03-20\|35.41\|-2.45\|36.39\|36.56\|35.41\|231862;2026-03-23\|34.10\|-3.70\|34.60\|35.09\|33.88\|329860;2026-03-24\|34.97\|2.55\|34.76\|35.12\|33.73\|233837;2026-03-25\|35.22\|0.71\|35.30\|36.01\|35.00\|206814;2026-03-26\|34.81\|-1.16\|35.26\|35.73\|34.55\|136918;2026-03-27\|35.03\|0.63\|34.47\|35.15\|34.31\|178675;2026-03-30\|34.66\|-1.06\|34.81\|35.25\|34.41\|164175;2026-03-31\|34.15\|-1.47\|34.61\|34.97\|34.00\|155181;2026-04-01\|34.88\|2.14\|34.82\|35.03\|34.19\|157294;2026-04-02\|33.60\|-3.67\|34.70\|34.79\|33.40\|216530;2026-04-03\|33.68\|0.24\|33.99\|34.55\|33.61\|171700;2026-04-07\|34.45\|2.29\|33.70\|34.68\|33.53\|223402;2026-04-08\|35.00\|1.60\|35.20\|35.44\|34.78\|323717;2026-04-09\|34.70\|-0.86\|34.80\|35.05\|33.89\|213761;2026-04-10\|34.80\|0.29\|34.95\|35.06\|34.56\|202275;2026-04-13\|33.85\|-2.73\|34.75\|34.80\|33.57\|347934;2026-04-14\|35.34\|4.40\|34.10\|35.49\|32.92\|480659;2026-04-15\|34.41\|-2.63\|35.58\|36.23\|34.25\|422307;2026-04-16\|34.10\|-0.90\|34.41\|34.78\|34.00\|347184;2026-04-17\|33.79\|-0.91\|34.10\|34.12\|33.35\|292333;2026-04-20\|34.46\|1.98\|33.90\|35.30\|33.58\|426287;2026-04-21\|34.41\|-0.15\|34.46\|35.04\|34.01\|275098;2026-04-22\|33.93\|-1.39\|34.31\|34.35\|33.58\|377927;2026-04-23\|33.61\|-0.94\|34.15\|34.66\|33.41\|321254;2026-04-24\|35.05\|4.28\|33.67\|35.33\|33.56\|482383;2026-04-27\|35.88\|2.37\|35.05\|36.20\|34.91\|470789;2026-04-28\|36.22\|0.95\|35.88\|36.66\|35.30\|424571;2026-04-29\|36.82\|1.66\|36.82\|37.39\|36.33\|429807;2026-04-30\|36.63\|-0.52\|36.68\|37.35\|36.48\|323435;2026-05-06\|37.04\|1.12\|36.64\|37.26\|36.10\|427383;2026-05-07\|36.16\|-2.38\|37.09\|37.20\|35.88\|424115;2026-05-08\|35.58\|-1.60\|35.92\|36.18\|35.34\|334683;2026-05-11\|35.76\|0.51\|35.57\|36.35\|35.48\|383080;2026-05-12\|35.16\|-1.68\|35.68\|35.94\|34.95\|318261;2026-05-13\|35.20\|0.11\|34.90\|35.38\|34.80\|305009;2026-05-14\|34.56\|-1.82\|35.11\|35.99\|34.56\|395152;2026-05-15\|35.91\|3.91\|36.00\|37.66\|35.70\|1069154;2026-05-18\|34.07\|-5.12\|36.60\|36.60\|33.77\|892738;2026-05-19\|32.46\|-4.73\|33.52\|33.57\|31.62\|695812;2026-05-20\|33.05\|1.82\|32.45\|34.22\|32.04\|515365;2026-05-21\|32.58\|-1.42\|33.07\|33.69\|32.50\|429686;2026-05-22\|35.84\|10.01\|33.50\|35.84\|32.86\|917476;2026-05-25\|35.26\|-1.62\|35.84\|36.06\|35.18\|570225;2026-05-26\|35.76\|1.42\|35.21\|36.80\|34.30\|754444;2026-05-27\|35.20\|-1.57\|35.99\|37.09\|35.00\|613124;2026-05-28\|34.57\|-1.79\|35.20\|35.66\|33.60\|517012;2026-05-29\|33.02\|-4.48\|34.57\|34.64\|33.02\|389944;2026-06-01\|36.32\|9.99\|34.60\|36.32\|34.60\|829800;2026-06-02\|38.23\|5.26\|37.20\|38.50\|36.41\|1264359;2026-06-03\|38.79\|1.46\|38.16\|40.00\|37.81\|1090961;2026-06-04\|38.24\|-1.42\|38.22\|39.22\|37.80\|653343;2026-06-05\|39.27\|2.69\|37.90\|40.20\|37.89\|853206;2026-06-08\|38.15\|-2.85\|38.00\|40.94\|37.60\|986846;2026-06-09\|37.72\|-1.13\|38.80\|38.99\|37.02\|693955;2026-06-10\|40.39\|7.08\|37.43\|41.00\|37.37\|1066047;2026-06-11\|41.00\|2.47\|40.65\|42.56\|39.24\|1330375;2026-06-12\|42.39\|3.39\|41.10\|43.05\|41.10\|1146031;2026-06-15\|46.59\|9.91\|45.00\|46.63\|42.22\|1380625;2026-06-16\|46.70\|0.24\|46.06\|48.00\|44.80\|1376212;2026-06-17\|47.70\|2.14\|45.61\|47.77\|44.88\|1165775;2026-06-18\|44.12\|-7.51\|47.17\|47.17\|43.25\|1626784;2026-06-22\|48.53\|10.00\|44.55\|48.53\|43.51\|1255678;2026-06-23\|46.85\|-3.46\|50.01\|50.49\|46.20\|1395514;2026-06-24\|50.73\|8.28\|46.08\|51.34\|46.08\|1284452;2026-06-25\|50.80\|0.14\|50.73\|52.00\|50.30\|1018932;2026-06-26\|50.95\|0.30\|50.30\|52.46\|49.67\|1000657;2026-06-29\|53.80\|5.59\|53.00\|54.90\|48.22\|1338731;2026-06-30\|53.01\|-1.47\|52.00\|55.00\|51.13\|999231;2026-07-01\|55.85\|5.36\|53.11\|57.78\|52.55\|1258663;2026-07-02\|54.83\|-1.83\|53.70\|58.00\|51.07\|1269606;2026-07-03\|49.35\|-9.99\|53.51\|54.68\|49.35\|1376048;2026-07-06\|49.05\|-0.61\|48.80\|50.77\|47.60\|976802;2026-07-07\|46.58\|-5.04\|48.05\|48.77\|46.11\|833591;2026-07-08\|45.72\|-1.85\|46.58\|48.15\|44.90\|854361;2026-07-09\|46.00\|0.61\|45.92\|46.88\|44.63\|686197;2026-07-10\|43.42\|-5.61\|45.97\|46.97\|43.35\|1039476
114827	六氟化钨价格大幅飙升	氟化工+化工新材料+一季报大增+染料龙头行业原因：华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据2026年6月30日投资者关系活动记录表，公司联营企业浙江巍华新材料股份有限公司主营业务为研发、生产氯甲苯类和三氟甲基苯类系列产品；据2026年5月13日投资者关系活动记录表，公司子公司已涉足化工新材料的相关原料。 2、据2026年6月30日投资者关系活动记录表，2026年第一季度公司实现归母净利润1.84亿元，同比增长284.41%。 3、据2026年6月30日投资者关系活动记录表，公司染料年总产能近23.8万吨，市场占有率稳居国内前二，已形成从热电、蒸汽到染料等完善的产业链。	公司染料产品占有率稳居国内染料市场份额第二位，参股的浙江巍华新材料拥有三氟甲苯产能	2026-03-03\|13.43\|-9.74\|14.98\|14.98\|13.40\|895293;2026-03-04\|14.56\|8.41\|13.30\|14.77\|13.30\|1516764;2026-03-05\|14.28\|-1.92\|15.25\|15.25\|14.09\|986963;2026-03-06\|14.03\|-1.75\|14.02\|14.44\|13.81\|641574;2026-03-09\|13.92\|-0.78\|14.03\|14.14\|12.92\|794480;2026-03-10\|13.95\|0.22\|14.26\|14.47\|13.61\|663537;2026-03-11\|14.79\|6.02\|14.42\|15.11\|13.92\|1131754;2026-03-12\|13.86\|-6.29\|14.96\|15.20\|13.63\|1223712;2026-03-13\|13.39\|-3.39\|14.00\|14.19\|13.28\|782345;2026-03-16\|12.85\|-4.03\|13.18\|13.50\|12.67\|754392;2026-03-17\|12.37\|-3.74\|12.72\|12.88\|12.34\|426602;2026-03-18\|12.42\|0.40\|12.38\|12.49\|12.22\|333449;2026-03-19\|11.70\|-5.80\|12.18\|12.22\|11.58\|496774;2026-03-20\|11.25\|-3.85\|11.96\|12.08\|11.21\|394337;2026-03-23\|10.81\|-3.91\|11.00\|11.36\|10.70\|479474;2026-03-24\|11.02\|1.94\|11.12\|11.12\|10.60\|355192;2026-03-25\|11.27\|2.27\|11.14\|11.48\|11.05\|302522;2026-03-26\|11.14\|-1.15\|11.25\|11.39\|11.05\|217457;2026-03-27\|11.35\|1.89\|10.96\|11.53\|10.94\|291740;2026-03-30\|11.51\|1.41\|11.20\|11.58\|11.15\|302761;2026-03-31\|11.27\|-2.09\|11.40\|11.64\|11.23\|226682;2026-04-01\|11.53\|2.31\|11.43\|11.88\|11.31\|326125;2026-04-02\|11.24\|-2.52\|11.45\|11.55\|11.16\|242896;2026-04-03\|10.95\|-2.58\|11.25\|11.32\|10.89\|164191;2026-04-07\|11.57\|5.66\|10.94\|11.67\|10.92\|336312;2026-04-08\|11.81\|2.07\|11.73\|11.85\|11.25\|301788;2026-04-09\|12.09\|2.37\|11.89\|12.35\|11.85\|524579;2026-04-10\|12.25\|1.32\|12.09\|12.84\|11.95\|527287;2026-04-13\|11.98\|-2.20\|12.11\|12.20\|11.63\|386379;2026-04-14\|11.87\|-0.92\|12.06\|12.10\|11.48\|338784;2026-04-15\|11.71\|-1.35\|11.88\|11.92\|11.68\|221392;2026-04-16\|11.87\|1.37\|11.70\|11.93\|11.65\|235167;2026-04-17\|11.90\|0.25\|11.80\|12.11\|11.75\|250989;2026-04-20\|11.77\|-1.09\|11.80\|11.87\|11.55\|191666;2026-04-21\|11.59\|-1.53\|11.77\|11.78\|11.43\|198831;2026-04-22\|11.73\|1.21\|11.57\|11.87\|11.50\|199101;2026-04-23\|11.66\|-0.60\|11.83\|11.85\|11.51\|176818;2026-04-24\|12.50\|7.20\|11.61\|12.65\|11.57\|689402;2026-04-27\|11.76\|-5.92\|12.30\|12.35\|11.59\|792550;2026-04-28\|11.85\|0.77\|11.78\|12.42\|11.66\|564454;2026-04-29\|11.29\|-4.73\|11.70\|11.70\|10.90\|641084;2026-04-30\|10.86\|-3.81\|11.43\|11.54\|10.77\|706300;2026-05-06\|10.88\|0.18\|10.88\|10.91\|10.53\|590977;2026-05-07\|10.74\|-1.29\|10.81\|10.85\|10.45\|457912;2026-05-08\|10.72\|-0.19\|10.66\|10.85\|10.53\|389774;2026-05-11\|10.55\|-1.59\|10.80\|10.89\|10.53\|381161;2026-05-12\|10.36\|-1.80\|10.59\|10.60\|10.22\|338280;2026-05-13\|10.42\|0.58\|10.25\|10.57\|10.25\|271247;2026-05-14\|10.17\|-2.40\|10.40\|10.49\|10.11\|250993;2026-05-15\|9.96\|-2.06\|10.17\|10.45\|9.88\|332880;2026-05-18\|9.74\|-2.21\|9.96\|9.97\|9.67\|292395;2026-05-19\|9.72\|-0.21\|9.71\|9.76\|9.42\|284174;2026-05-20\|9.71\|-0.10\|9.64\|9.82\|9.54\|227675;2026-05-21\|9.37\|-3.50\|9.76\|9.77\|9.33\|270289;2026-05-22\|9.59\|2.35\|9.47\|9.68\|9.33\|228108;2026-05-25\|9.24\|-3.65\|9.58\|9.59\|9.23\|235344;2026-05-26\|9.79\|5.95\|9.19\|9.80\|9.06\|588987;2026-05-27\|9.49\|-3.06\|9.70\|9.84\|9.39\|377920;2026-05-28\|9.43\|-0.63\|9.53\|9.58\|9.25\|236145;2026-05-29\|9.47\|0.42\|9.41\|9.54\|9.27\|272752;2026-06-01\|9.43\|-0.42\|9.40\|9.59\|9.36\|256518;2026-06-02\|9.29\|-1.48\|9.47\|9.51\|9.12\|232411;2026-06-03\|9.11\|-1.94\|9.29\|9.29\|9.06\|225248;2026-06-04\|8.98\|-1.43\|9.09\|9.15\|8.94\|225852;2026-06-05\|8.99\|0.11\|8.98\|9.15\|8.89\|215246;2026-06-08\|8.62\|-4.12\|8.87\|9.04\|8.55\|236811;2026-06-09\|8.74\|1.39\|8.78\|8.88\|8.50\|206704;2026-06-10\|8.77\|0.34\|8.67\|8.99\|8.61\|231140;2026-06-11\|8.63\|-1.60\|8.88\|9.04\|8.52\|233386;2026-06-12\|9.07\|5.10\|8.64\|9.31\|8.48\|469726;2026-06-15\|9.98\|10.03\|9.59\|9.98\|9.43\|987661;2026-06-16\|9.72\|-2.61\|9.93\|10.14\|9.70\|883974;2026-06-17\|10.44\|7.41\|9.58\|10.47\|9.54\|881288;2026-06-18\|9.99\|-2.44\|10.14\|10.19\|9.74\|593066;2026-06-22\|10.99\|10.01\|9.70\|10.99\|9.50\|690961;2026-06-23\|11.00\|0.09\|11.20\|11.52\|10.87\|1081519;2026-06-24\|11.54\|4.91\|11.04\|11.74\|10.90\|1122461;2026-06-25\|11.62\|0.69\|11.20\|11.88\|10.91\|1109914;2026-06-26\|10.59\|-8.86\|11.42\|11.48\|10.57\|806815;2026-06-29\|10.56\|-0.28\|10.67\|11.25\|10.52\|631934;2026-06-30\|10.25\|-2.94\|10.45\|10.56\|10.15\|542796;2026-07-01\|11.28\|10.05\|10.20\|11.28\|10.02\|635899;2026-07-02\|11.01\|-2.39\|11.40\|11.41\|10.91\|641102;2026-07-03\|10.54\|-4.27\|11.01\|11.16\|10.47\|501918;2026-07-06\|11.03\|4.65\|10.54\|11.16\|10.39\|697506;2026-07-07\|10.43\|-5.44\|11.11\|11.18\|10.35\|536313;2026-07-08\|9.47\|-9.20\|10.34\|10.46\|9.43\|637010;2026-07-09\|9.53\|0.63\|9.54\|9.74\|9.25\|417611;2026-07-10\|9.78\|2.62\|9.54\|10.05\|9.29\|459829
114826	苹果首款折叠屏iPhone Fold将量产	玻璃基板封装+MED电子纸+触摸屏龙头行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年6月15日互动易，公司自主及合作开发出扇出型面板级封装FOPLP技术、玻璃通孔TGV技术，制作出线宽线距为15μm/15μm的FCBGA载板等工程样品，2025年TGV技术成功实现8：1的孔径比，2026年继续积极推进玻璃基面板级封装载板技术的深入开发。 2、据2026年6月8日投资者关系活动记录表，公司MED项目核心进口设备已陆续到货并安装调试，部分设备已完成冷运行并逐步开展工艺调试，力争2026年9月底前实现产线的产品点亮。 3、据2025年年度报告，公司拥有国内目前唯一一条批量生产的第5代触摸屏生产线，是全球笔记本电脑用触摸屏细分市场的龙头厂商，车载盖板玻璃出货量国内领先。	公司已自主开发并掌握了G-G、OGS、OGM、GMF、AOFT等多种不同技术路线和产品结构的触控技术，可支持刚性或柔性衬底的触摸屏	2026-03-03\|11.89\|-3.72\|12.37\|12.45\|11.80\|233302;2026-03-04\|11.81\|-0.67\|11.76\|11.98\|11.70\|144441;2026-03-05\|12.44\|5.33\|12.02\|12.88\|12.00\|410570;2026-03-06\|12.22\|-1.77\|12.38\|12.40\|12.05\|212731;2026-03-09\|12.22\|0.00\|11.98\|12.27\|11.72\|226416;2026-03-10\|12.44\|1.80\|12.27\|12.45\|12.25\|196805;2026-03-11\|12.56\|0.96\|12.44\|12.66\|12.40\|191297;2026-03-12\|12.33\|-1.83\|12.48\|12.62\|12.27\|167234;2026-03-13\|12.64\|2.51\|12.23\|12.93\|12.23\|339481;2026-03-16\|12.85\|1.66\|12.63\|12.90\|12.35\|351017;2026-03-17\|12.27\|-4.51\|12.81\|12.84\|12.26\|255750;2026-03-18\|12.48\|1.71\|12.23\|12.50\|12.21\|175465;2026-03-19\|12.18\|-2.40\|12.15\|12.38\|12.11\|164289;2026-03-20\|11.50\|-5.58\|12.22\|12.39\|11.50\|265343;2026-03-23\|10.62\|-7.65\|11.15\|11.25\|10.49\|267333;2026-03-24\|10.97\|3.30\|10.90\|10.98\|10.62\|142915;2026-03-25\|11.19\|2.01\|10.99\|11.30\|10.99\|139507;2026-03-26\|10.82\|-3.31\|11.16\|11.24\|10.79\|121731;2026-03-27\|10.98\|1.48\|10.71\|11.00\|10.66\|93525;2026-03-30\|10.81\|-1.55\|10.72\|10.85\|10.50\|115534;2026-03-31\|10.36\|-4.16\|10.70\|10.76\|10.35\|163840;2026-04-01\|10.59\|2.22\|10.60\|10.67\|10.48\|91897;2026-04-02\|10.21\|-3.59\|10.56\|10.62\|10.13\|124568;2026-04-03\|10.09\|-1.18\|10.24\|10.31\|10.03\|79703;2026-04-07\|10.20\|1.09\|10.14\|10.26\|10.10\|62876;2026-04-08\|10.67\|4.61\|10.48\|10.67\|10.43\|124538;2026-04-09\|10.65\|-0.19\|10.54\|10.80\|10.52\|93124;2026-04-10\|10.72\|0.66\|10.77\|10.92\|10.72\|94530;2026-04-13\|10.67\|-0.47\|10.60\|10.73\|10.56\|75610;2026-04-14\|10.75\|0.75\|10.79\|10.83\|10.62\|76303;2026-04-15\|10.59\|-1.49\|10.80\|10.84\|10.55\|85307;2026-04-16\|10.62\|0.28\|10.56\|10.65\|10.51\|84592;2026-04-17\|10.64\|0.19\|10.62\|10.72\|10.50\|88786;2026-04-20\|11.16\|4.89\|10.70\|11.38\|10.69\|285870;2026-04-21\|10.93\|-2.06\|11.03\|11.05\|10.82\|129076;2026-04-22\|11.06\|1.19\|10.85\|11.10\|10.85\|104851;2026-04-23\|10.53\|-4.79\|11.00\|11.02\|10.38\|226853;2026-04-24\|10.44\|-0.85\|10.43\|10.53\|10.28\|102751;2026-04-27\|10.88\|4.21\|10.44\|10.96\|10.40\|163666;2026-04-28\|10.45\|-3.95\|10.73\|10.74\|10.38\|163528;2026-04-29\|10.64\|1.82\|10.44\|10.67\|10.40\|94371;2026-04-30\|10.48\|-1.50\|10.59\|10.64\|10.38\|110735;2026-05-06\|10.65\|1.62\|10.56\|10.77\|10.56\|111915;2026-05-07\|10.88\|2.16\|10.64\|10.94\|10.63\|120292;2026-05-08\|11.04\|1.47\|10.78\|11.05\|10.71\|122495;2026-05-11\|11.13\|0.82\|11.07\|11.14\|10.99\|136116;2026-05-12\|11.00\|-1.17\|11.05\|11.13\|10.96\|109550;2026-05-13\|11.28\|2.55\|11.00\|11.34\|10.92\|157051;2026-05-14\|10.98\|-2.66\|11.27\|11.28\|10.98\|154367;2026-05-15\|10.76\|-2.00\|10.95\|11.10\|10.66\|156517;2026-05-18\|10.86\|0.93\|10.73\|10.93\|10.62\|94287;2026-05-19\|11.07\|1.93\|10.79\|11.08\|10.69\|125279;2026-05-20\|10.93\|-1.26\|10.99\|11.07\|10.78\|102598;2026-05-21\|10.80\|-1.19\|11.14\|11.58\|10.77\|245917;2026-05-22\|11.41\|5.65\|10.94\|11.44\|10.73\|257872;2026-05-25\|11.86\|3.94\|11.40\|12.22\|11.34\|348761;2026-05-26\|11.95\|0.76\|11.77\|12.09\|11.65\|338057;2026-05-27\|12.27\|2.68\|11.98\|12.33\|11.68\|462385;2026-05-28\|12.40\|1.06\|12.01\|12.78\|11.95\|492179;2026-05-29\|11.65\|-6.05\|12.41\|12.45\|11.54\|365772;2026-06-01\|11.90\|2.15\|11.65\|12.50\|11.63\|329559;2026-06-02\|12.09\|1.60\|11.95\|12.30\|11.83\|305031;2026-06-03\|12.43\|2.81\|11.99\|12.99\|11.97\|493960;2026-06-04\|12.83\|3.22\|12.26\|12.94\|12.19\|495114;2026-06-05\|13.52\|5.38\|12.68\|14.06\|12.64\|815064;2026-06-08\|13.09\|-3.18\|13.00\|13.75\|12.74\|625253;2026-06-09\|13.24\|1.15\|13.28\|13.28\|12.60\|460454;2026-06-10\|13.21\|-0.23\|13.01\|13.74\|12.93\|488710;2026-06-11\|12.59\|-4.69\|13.01\|13.01\|12.47\|413179;2026-06-12\|12.16\|-3.42\|12.83\|13.06\|12.02\|411632;2026-06-15\|13.38\|10.03\|12.30\|13.38\|12.21\|389635;2026-06-16\|13.54\|1.20\|13.35\|13.72\|13.10\|545854;2026-06-17\|14.78\|9.97\|13.36\|14.78\|13.33\|418624;2026-06-18\|14.07\|-4.80\|14.84\|14.99\|13.84\|822217;2026-06-22\|15.15\|7.68\|14.36\|15.48\|14.35\|955192;2026-06-23\|14.29\|-5.68\|15.00\|15.20\|14.15\|643443;2026-06-24\|14.08\|-1.47\|14.18\|14.27\|13.68\|456746;2026-06-25\|14.20\|0.85\|14.12\|15.05\|14.09\|621558;2026-06-26\|15.62\|10.00\|14.09\|15.62\|14.02\|564996;2026-06-29\|15.93\|1.98\|16.39\|16.58\|15.50\|1064169;2026-06-30\|17.52\|9.98\|15.85\|17.52\|15.68\|401525;2026-07-01\|18.05\|3.03\|17.35\|18.35\|16.37\|1176465;2026-07-02\|16.25\|-9.97\|16.90\|17.17\|16.25\|761572;2026-07-03\|14.63\|-9.97\|15.41\|15.70\|14.63\|605155;2026-07-06\|13.17\|-9.98\|14.31\|14.38\|13.17\|656762;2026-07-07\|12.51\|-5.01\|12.94\|13.05\|12.32\|469775;2026-07-08\|11.59\|-7.35\|12.41\|12.61\|11.57\|480267;2026-07-09\|12.08\|4.23\|11.83\|12.13\|11.22\|557624;2026-07-10\|11.64\|-3.64\|12.06\|12.50\|11.64\|496619
114825	苹果首款折叠屏iPhone Fold将量产	折叠屏手机+苹果概念+一季报增长行业原因：据界面新闻，当地时间6月14日，知名苹果产业链记者马克・古尔曼指出，苹果下一代操作系统iOS 27与macOS 27的开发者测试版中，涌现大量底层代码、交互逻辑与适配接口线索，这意味着折叠屏iPhone和触屏MacBook即将到来。公司原因： 1、据2026年6月5日互动易，公司生产的铝制结构件材料已用于三星、谷歌、OPPO等品牌的折叠屏手机，在折叠屏手机材料领域具有丰富的经验和技术实力。 2、据2026年6月12日互动易，公司2026年一季度营收和净利润增长，主因三星S 26、OPPO Find N6折叠屏及苹果笔记本等新品量产，同时新能源及汽车铝型材业务订单增加、产销量大幅增长并实现盈利。 3、据2025年年报，公司消费电子产品铝制结构件材料已应用于苹果iPad、苹果系列笔记本电脑及平板电脑外壳，苹果笔记本电脑新品已量产并实现供货。	公司生产的铝制结构件材料有用于折叠屏手机铰链，包括三星、谷歌、OPPO等品牌的折叠屏手机	2026-03-03\|9.87\|-4.27\|10.30\|10.43\|9.82\|206323;2026-03-04\|9.79\|-0.81\|9.79\|10.00\|9.75\|126245;2026-03-05\|10.02\|2.35\|9.96\|10.17\|9.94\|153967;2026-03-06\|10.08\|0.60\|9.98\|10.19\|9.88\|154557;2026-03-09\|9.92\|-1.59\|9.82\|9.97\|9.63\|187027;2026-03-10\|10.26\|3.43\|10.10\|10.29\|10.07\|186829;2026-03-11\|10.15\|-1.07\|10.25\|10.32\|10.11\|105216;2026-03-12\|10.05\|-0.99\|10.13\|10.22\|9.96\|100985;2026-03-13\|9.87\|-1.79\|9.95\|10.03\|9.84\|106723;2026-03-16\|10.00\|1.32\|9.85\|10.01\|9.76\|111530;2026-03-17\|9.84\|-1.60\|10.10\|10.10\|9.82\|115661;2026-03-18\|9.93\|0.91\|9.84\|9.94\|9.78\|104171;2026-03-19\|9.63\|-3.02\|9.78\|9.88\|9.57\|123875;2026-03-20\|9.38\|-2.60\|9.68\|9.79\|9.36\|129561;2026-03-23\|8.78\|-6.40\|9.27\|9.27\|8.71\|182793;2026-03-24\|8.92\|1.59\|9.00\|9.02\|8.70\|134787;2026-03-25\|9.12\|2.24\|8.95\|9.19\|8.92\|110979;2026-03-26\|8.94\|-1.97\|9.12\|9.15\|8.89\|85835;2026-03-27\|9.02\|0.89\|8.85\|9.09\|8.80\|81415;2026-03-30\|9.16\|1.55\|8.91\|9.17\|8.90\|101720;2026-03-31\|9.08\|-0.87\|9.16\|9.27\|9.06\|109612;2026-04-01\|9.18\|1.10\|9.24\|9.25\|9.08\|92291;2026-04-02\|9.02\|-1.74\|9.16\|9.22\|8.95\|74647;2026-04-03\|8.88\|-1.55\|9.06\|9.08\|8.86\|61278;2026-04-07\|9.77\|10.02\|9.77\|9.77\|9.77\|60102;2026-04-08\|10.29\|5.32\|10.13\|10.68\|10.11\|873924;2026-04-09\|10.05\|-2.33\|9.84\|10.25\|9.84\|616033;2026-04-10\|9.85\|-1.99\|10.15\|10.19\|9.83\|385266;2026-04-13\|9.75\|-1.02\|9.71\|10.08\|9.62\|309029;2026-04-14\|9.58\|-1.74\|9.81\|9.88\|9.42\|311003;2026-04-15\|10.54\|10.02\|9.61\|10.54\|9.61\|483027;2026-04-16\|10.56\|0.19\|10.54\|10.62\|10.22\|880962;2026-04-17\|10.74\|1.70\|10.50\|10.76\|10.41\|712480;2026-04-20\|10.71\|-0.28\|10.97\|10.97\|10.56\|571012;2026-04-21\|10.55\|-1.49\|10.51\|10.79\|10.43\|340363;2026-04-22\|10.53\|-0.19\|10.50\|10.59\|10.38\|275084;2026-04-23\|10.29\|-2.28\|10.50\|10.70\|10.23\|316284;2026-04-24\|10.05\|-2.33\|10.22\|10.31\|9.98\|296740;2026-04-27\|10.74\|6.87\|10.33\|10.97\|10.33\|618131;2026-04-28\|10.95\|1.96\|10.77\|11.09\|10.54\|682805;2026-04-29\|10.92\|-0.27\|10.75\|11.16\|10.69\|443953;2026-04-30\|10.80\|-1.10\|10.80\|10.95\|10.76\|285023;2026-05-06\|10.94\|1.30\|10.89\|10.99\|10.77\|410601;2026-05-07\|11.04\|0.91\|10.95\|11.15\|10.87\|428426;2026-05-08\|11.16\|1.09\|11.03\|11.26\|10.86\|405480;2026-05-11\|10.93\|-2.06\|11.30\|11.33\|10.87\|406024;2026-05-12\|10.83\|-0.91\|10.90\|11.15\|10.76\|291455;2026-05-13\|10.95\|1.11\|10.78\|10.97\|10.73\|262573;2026-05-14\|10.64\|-2.83\|10.89\|10.91\|10.64\|245532;2026-05-15\|10.61\|-0.28\|10.63\|10.85\|10.50\|257676;2026-05-18\|10.73\|1.13\|10.56\|10.73\|10.32\|235588;2026-05-19\|11.00\|2.52\|10.72\|11.00\|10.58\|290139;2026-05-20\|10.87\|-1.18\|10.86\|11.04\|10.75\|203292;2026-05-21\|10.40\|-4.32\|10.97\|11.04\|10.37\|283251;2026-05-22\|10.85\|4.33\|10.50\|10.88\|10.44\|280059;2026-05-25\|10.62\|-2.12\|10.84\|10.84\|10.47\|185181;2026-05-26\|10.66\|0.38\|10.48\|10.97\|10.43\|232755;2026-05-27\|10.26\|-3.75\|10.58\|10.70\|10.11\|257863;2026-05-28\|10.49\|2.24\|10.15\|10.67\|10.14\|242307;2026-05-29\|10.18\|-2.96\|10.45\|10.64\|10.10\|236404;2026-06-01\|10.83\|6.39\|10.57\|11.04\|10.57\|488696;2026-06-02\|10.73\|-0.92\|10.72\|10.98\|10.68\|414504;2026-06-03\|10.43\|-2.80\|10.64\|10.99\|10.28\|333890;2026-06-04\|10.27\|-1.53\|10.20\|10.57\|10.13\|218647;2026-06-05\|10.66\|3.80\|10.17\|10.98\|9.65\|500611;2026-06-08\|10.20\|-4.32\|10.40\|10.69\|10.10\|313561;2026-06-09\|10.02\|-0.69\|10.11\|10.25\|9.79\|259491;2026-06-10\|9.80\|-2.20\|9.86\|9.96\|9.56\|232974;2026-06-11\|9.80\|0.00\|9.70\|9.98\|9.48\|199156;2026-06-12\|9.71\|-0.92\|9.83\|10.06\|9.54\|228170;2026-06-15\|10.68\|9.99\|9.79\|10.68\|9.77\|307527;2026-06-16\|10.78\|0.94\|10.68\|10.78\|10.44\|476321;2026-06-17\|10.80\|0.19\|10.78\|11.04\|10.67\|326819;2026-06-18\|10.65\|-1.39\|10.87\|10.90\|10.55\|277249;2026-06-22\|10.74\|0.85\|10.63\|10.80\|10.45\|286894;2026-06-23\|10.87\|1.21\|10.70\|10.90\|10.46\|371453;2026-06-24\|11.50\|5.80\|10.75\|11.54\|10.57\|872043;2026-06-25\|10.82\|-5.91\|11.27\|11.27\|10.70\|665339;2026-06-26\|9.74\|-9.98\|10.60\|10.60\|9.74\|370811;2026-06-29\|8.77\|-9.96\|9.24\|9.41\|8.77\|438715;2026-06-30\|8.48\|-3.31\|8.55\|8.80\|8.40\|407640;2026-07-01\|8.32\|-1.89\|8.53\|8.54\|8.25\|379656;2026-07-02\|8.05\|-3.25\|8.22\|8.37\|8.04\|326404;2026-07-03\|8.86\|10.06\|8.61\|8.86\|8.61\|169439;2026-07-06\|8.44\|-4.74\|9.22\|9.23\|8.26\|543563;2026-07-07\|8.60\|1.90\|8.24\|8.65\|8.13\|317281;2026-07-08\|8.30\|-3.49\|8.53\|8.53\|8.25\|210207;2026-07-09\|8.23\|-0.84\|8.38\|8.44\|8.06\|230714;2026-07-10\|8.20\|-0.36\|8.09\|8.35\|8.06\|214429
114824		控制权变更+氢能中心+天然气行业原因： 1、3月12日，布伦特原油再度突破100美元/桶，日内涨超9%。 2、据券商中国，伊朗局势最新消息方面，当地时间12日凌晨，两艘外国油轮在伊拉克领海内遭袭。随后，有消息称，伊拉克石油港口全面停止运营。上述消息再度刺激油价上涨。公司原因： 1、据2026年2月26日公告，控股股东顶信瑞通向东阳诺信芯材协议转让29.64%股份已完成过户，公司控股股东变更为诺信芯材，实际控制人变更为孙维佳。 2、据2025年9月12日机构调研，扬州仪征化学工业园区氢能中心制氢母站由公司子公司联合中石化江苏石油分公司投建运营，项目按计划推进，未来将开展制氢、售氢业务。 3、据2024年年报及2025年半年报，公司主营城市燃气，在四川、江西、辽宁、湖北等地拥有特许经营权，服务用户54.8万户，2024年燃气供应收入16.55亿元，占总收入95.28%。	公司主营城市管道燃气和零售商业	2026-03-03\|16.62\|7.23\|15.91\|17.00\|15.33\|659802;2026-03-04\|15.20\|-8.54\|15.47\|15.80\|14.96\|421348;2026-03-05\|14.68\|-3.42\|14.70\|15.07\|14.19\|301180;2026-03-06\|14.95\|1.84\|14.54\|15.06\|14.25\|238254;2026-03-09\|14.19\|-5.08\|15.20\|15.36\|14.01\|264041;2026-03-10\|14.41\|1.55\|14.00\|14.80\|13.89\|188645;2026-03-11\|14.23\|-1.25\|14.41\|14.49\|14.15\|134557;2026-03-12\|15.65\|9.98\|14.42\|15.65\|14.15\|295510;2026-03-13\|15.03\|-3.96\|15.65\|15.70\|14.97\|352630;2026-03-16\|14.55\|-3.19\|14.99\|15.16\|14.28\|194067;2026-03-17\|14.22\|-2.27\|14.69\|14.83\|14.22\|162074;2026-03-18\|14.63\|2.88\|14.44\|15.00\|14.01\|246609;2026-03-19\|14.50\|-0.89\|14.71\|14.93\|14.03\|265006;2026-03-20\|13.60\|-6.21\|14.20\|14.35\|13.47\|232003;2026-03-23\|13.73\|0.96\|13.35\|14.08\|13.03\|226076;2026-03-24\|14.97\|9.03\|13.75\|15.08\|13.73\|323387;2026-03-25\|15.12\|1.00\|14.95\|15.22\|14.71\|215977;2026-03-26\|14.73\|-2.58\|15.18\|15.61\|14.68\|194265;2026-03-27\|15.33\|4.07\|14.67\|15.41\|14.60\|208205;2026-03-30\|15.64\|2.02\|15.43\|16.24\|15.11\|248389;2026-03-31\|15.75\|0.70\|15.66\|16.35\|15.61\|254704;2026-04-01\|15.70\|-0.32\|15.88\|16.26\|15.49\|209324;2026-04-02\|16.98\|8.15\|15.70\|17.27\|15.50\|372185;2026-04-03\|16.72\|-1.53\|16.90\|17.48\|16.66\|271591;2026-04-07\|18.13\|8.43\|17.85\|18.39\|17.06\|411167;2026-04-08\|18.21\|0.44\|17.19\|18.69\|17.19\|384332;2026-04-09\|16.88\|-7.30\|18.34\|19.02\|16.72\|455202;2026-04-10\|17.36\|2.84\|17.18\|17.64\|16.39\|324670;2026-04-13\|17.07\|-1.67\|17.30\|18.50\|17.01\|278840;2026-04-14\|16.65\|-2.46\|16.99\|17.13\|16.37\|258445;2026-04-15\|16.66\|0.06\|16.56\|17.05\|16.21\|150617;2026-04-16\|18.33\|10.02\|16.94\|18.33\|16.52\|274932;2026-04-17\|18.76\|2.35\|18.88\|19.45\|18.43\|386878;2026-04-20\|18.34\|-2.24\|18.75\|18.97\|18.15\|244832;2026-04-21\|18.64\|1.64\|18.41\|18.85\|18.21\|241210;2026-04-22\|17.85\|-4.24\|18.28\|19.10\|17.82\|261148;2026-04-23\|19.64\|10.03\|18.17\|19.64\|17.70\|313730;2026-04-24\|21.03\|7.08\|19.64\|21.60\|19.61\|508817;2026-04-27\|23.13\|9.99\|21.80\|23.13\|21.76\|220328;2026-04-28\|25.44\|9.99\|24.00\|25.44\|23.60\|533798;2026-04-29\|26.71\|4.99\|25.89\|27.88\|25.80\|664931;2026-04-30\|25.30\|-5.28\|26.13\|26.60\|24.04\|667102;2026-05-06\|27.00\|6.72\|25.11\|27.32\|24.81\|574762;2026-05-07\|25.74\|-4.67\|27.11\|27.99\|24.38\|707257;2026-05-08\|26.29\|2.14\|25.68\|26.56\|24.40\|486893;2026-05-11\|24.42\|-7.11\|26.39\|26.66\|24.18\|434574;2026-05-12\|22.60\|-7.45\|24.01\|24.20\|21.99\|491276;2026-05-13\|23.66\|4.69\|22.60\|24.30\|22.23\|334660;2026-05-14\|23.40\|-1.10\|23.66\|24.28\|23.40\|229315;2026-05-15\|23.54\|0.60\|23.59\|24.29\|22.88\|282617;2026-05-18\|23.77\|0.98\|22.97\|24.00\|22.40\|229094;2026-05-19\|24.35\|2.44\|23.97\|24.89\|23.69\|302986;2026-05-20\|24.54\|0.78\|24.03\|25.65\|24.03\|314763;2026-05-21\|23.45\|-4.44\|24.49\|25.20\|23.32\|321206;2026-05-22\|23.21\|-1.02\|23.28\|23.65\|22.88\|209651;2026-05-25\|22.30\|-3.92\|23.16\|23.24\|22.01\|213898;2026-05-26\|20.70\|-7.17\|22.20\|22.20\|20.22\|263662;2026-05-27\|21.78\|5.22\|20.50\|22.77\|20.22\|331639;2026-05-28\|21.13\|-2.98\|21.71\|21.85\|20.67\|184719;2026-05-29\|20.59\|-2.56\|21.00\|21.44\|20.45\|132511;2026-06-01\|21.25\|3.21\|20.65\|21.78\|20.48\|164355;2026-06-02\|20.76\|-2.31\|21.26\|21.49\|20.50\|130542;2026-06-03\|20.71\|-0.24\|20.76\|20.95\|20.29\|110689;2026-06-04\|20.39\|-1.55\|20.41\|20.70\|20.04\|96219;2026-06-05\|20.23\|-0.78\|20.39\|21.05\|19.90\|106389;2026-06-08\|19.99\|-1.19\|19.80\|20.64\|19.54\|93550;2026-06-09\|21.50\|7.55\|20.25\|21.74\|19.91\|204839;2026-06-10\|21.87\|1.72\|21.79\|22.09\|20.76\|243783;2026-06-11\|20.63\|-5.67\|21.87\|22.38\|20.42\|233442;2026-06-12\|20.61\|-0.10\|20.42\|21.50\|20.16\|165700;2026-06-15\|22.67\|10.00\|20.43\|22.67\|20.03\|277889;2026-06-16\|23.76\|4.81\|23.00\|24.11\|22.53\|294827;2026-06-17\|25.15\|5.85\|23.76\|25.36\|23.40\|328108;2026-06-18\|25.20\|0.20\|24.92\|26.30\|24.70\|232337;2026-06-22\|26.35\|4.56\|25.28\|26.60\|24.41\|282510;2026-06-23\|24.50\|-7.02\|25.98\|26.50\|24.50\|201603;2026-06-24\|24.06\|-1.80\|24.68\|25.72\|23.75\|217764;2026-06-25\|23.30\|-3.16\|24.00\|24.28\|22.33\|238585;2026-06-26\|21.85\|-6.22\|23.16\|23.16\|21.64\|208500;2026-06-29\|19.90\|-8.92\|21.75\|21.80\|19.67\|331654;2026-06-30\|21.38\|7.44\|19.95\|21.85\|19.70\|234644;2026-07-01\|22.67\|6.03\|21.38\|23.26\|21.02\|206810;2026-07-02\|22.80\|0.57\|22.21\|24.08\|22.21\|202438;2026-07-03\|22.42\|-1.67\|22.87\|23.66\|21.10\|304984;2026-07-06\|24.66\|9.99\|22.87\|24.66\|21.61\|174336;2026-07-07\|26.25\|6.45\|25.40\|26.78\|23.05\|508759;2026-07-08\|23.63\|-9.98\|24.94\|25.25\|23.63\|354870;2026-07-09\|22.23\|-5.92\|22.73\|23.98\|21.90\|310554;2026-07-10\|22.26\|0.13\|21.60\|23.62\|21.22\|288621
114823		油气开采+FPSO订单+南美市场行业原因：美以空袭伊朗后，伊朗宣布关闭霍尔木兹海峡，全球约20%海运原油运输受阻。公司原因： 1、公司专注天然气液化、海洋油气开发、矿业开采模块EPC服务，客户包括雪佛龙、埃克森美孚等国际巨头，产品覆盖全球二十余个油气资源丰富地区。 2、据2026年1月29日及2025年1月9日互动易，2025年以来公司相继签署FPSO大额合同订单，成功拓展苏里南等地区市场，并刷新单条FPSO上部模块合同金额记录。 2、据2025年10月8日公告，2025年10月公司及全资子公司与MODEC子公司OFS、ABB、VWS等签署海上浮式生产储卸油船FPSO项目合同，金额约1.9亿-2.4亿美元，该FPSO将部署圭亚那油田。	国内最早从事海洋油气开发装备模块化制造的企业之一	2026-03-03\|21.79\|9.99\|20.50\|21.79\|20.40\|430763;2026-03-04\|19.63\|-9.91\|20.50\|20.61\|19.61\|313793;2026-03-05\|19.64\|0.05\|18.94\|21.13\|18.15\|291133;2026-03-06\|20.09\|2.29\|19.45\|20.39\|19.45\|206566;2026-03-09\|19.28\|-4.03\|21.23\|21.60\|19.10\|302148;2026-03-10\|18.66\|-3.22\|17.35\|19.08\|17.35\|224066;2026-03-11\|18.30\|-1.93\|18.81\|18.85\|17.95\|148899;2026-03-12\|17.82\|-2.62\|18.50\|18.56\|17.82\|117075;2026-03-13\|17.70\|-0.67\|18.05\|18.56\|17.66\|100532;2026-03-16\|17.50\|-1.13\|17.68\|18.35\|17.43\|91100;2026-03-17\|17.13\|-2.11\|17.50\|17.54\|16.97\|114250;2026-03-18\|17.60\|2.74\|17.11\|17.94\|16.80\|108511;2026-03-19\|17.52\|-0.45\|17.95\|17.95\|17.23\|117043;2026-03-20\|17.95\|2.45\|17.37\|18.25\|17.17\|138784;2026-03-23\|19.75\|10.03\|17.30\|19.75\|17.30\|217915;2026-03-24\|19.72\|-0.15\|19.46\|20.28\|18.91\|292534;2026-03-25\|20.34\|3.14\|19.00\|20.72\|18.99\|233989;2026-03-26\|20.63\|1.43\|20.20\|20.75\|19.55\|205019;2026-03-27\|21.08\|2.18\|20.43\|21.10\|19.91\|171568;2026-03-30\|20.20\|-4.17\|20.85\|20.88\|20.04\|138229;2026-03-31\|18.99\|-5.99\|20.20\|20.25\|18.97\|120719;2026-04-01\|20.89\|10.01\|19.04\|20.89\|19.04\|131836;2026-04-02\|21.01\|0.57\|20.84\|21.50\|20.52\|252823;2026-04-03\|20.19\|-3.90\|20.90\|20.98\|19.82\|153081;2026-04-07\|20.80\|3.02\|20.48\|21.25\|19.61\|126928;2026-04-08\|20.09\|-3.41\|19.48\|20.68\|19.48\|152113;2026-04-09\|19.87\|-1.10\|20.09\|20.39\|19.52\|101397;2026-04-10\|20.32\|2.26\|19.70\|20.69\|19.41\|111128;2026-04-13\|20.42\|0.49\|21.00\|21.28\|19.68\|106743;2026-04-14\|20.60\|0.88\|20.21\|20.87\|19.94\|98635;2026-04-15\|19.72\|-4.27\|20.23\|20.46\|19.54\|82260;2026-04-16\|19.48\|-1.22\|19.66\|19.69\|19.10\|62362;2026-04-17\|19.71\|1.18\|19.48\|20.03\|19.29\|58735;2026-04-20\|18.23\|-7.51\|18.53\|19.28\|17.74\|153575;2026-04-21\|17.88\|-1.92\|18.24\|18.42\|17.81\|77198;2026-04-22\|17.82\|-0.34\|17.99\|17.99\|17.45\|51152;2026-04-23\|18.05\|1.29\|17.88\|18.22\|17.63\|55305;2026-04-24\|17.95\|-0.55\|17.89\|18.35\|17.38\|55912;2026-04-27\|18.26\|1.73\|17.96\|18.30\|17.76\|35670;2026-04-28\|18.40\|0.77\|18.30\|18.52\|18.05\|33077;2026-04-29\|18.89\|2.66\|18.60\|19.77\|18.41\|77712;2026-04-30\|18.85\|-0.21\|19.40\|19.41\|18.56\|36665;2026-05-06\|18.08\|-4.08\|18.73\|18.84\|17.90\|60367;2026-05-07\|17.95\|-0.72\|18.09\|18.24\|17.75\|37911;2026-05-08\|17.95\|0.84\|17.92\|18.10\|17.65\|30284;2026-05-11\|17.60\|-1.95\|18.10\|18.13\|17.58\|43807;2026-05-12\|17.21\|-2.22\|17.67\|17.67\|17.15\|33742;2026-05-13\|17.14\|-0.41\|17.21\|17.47\|17.10\|30990;2026-05-14\|16.75\|-2.28\|17.14\|17.15\|16.70\|33347;2026-05-15\|16.88\|0.78\|16.78\|17.22\|16.73\|36054;2026-05-18\|17.15\|1.60\|16.99\|17.26\|16.54\|42585;2026-05-19\|18.87\|10.03\|16.98\|18.87\|16.98\|68183;2026-05-20\|18.83\|-0.21\|19.01\|19.48\|18.51\|122308;2026-05-21\|18.23\|-3.19\|18.32\|18.88\|18.04\|74423;2026-05-22\|17.44\|-4.33\|18.17\|18.23\|17.13\|73446;2026-05-25\|16.15\|-7.40\|17.44\|18.00\|15.99\|87193;2026-05-26\|15.79\|-2.23\|16.00\|16.45\|15.64\|43702;2026-05-27\|15.31\|-3.04\|15.76\|15.87\|15.12\|40363;2026-05-28\|15.70\|2.55\|15.10\|15.77\|15.10\|41478;2026-05-29\|15.03\|-4.27\|15.65\|15.66\|14.90\|37809;2026-06-01\|15.25\|1.46\|15.04\|15.53\|14.96\|27947;2026-06-02\|15.02\|-1.51\|15.49\|15.49\|14.85\|25951;2026-06-03\|14.98\|-0.27\|15.04\|15.14\|14.66\|29487;2026-06-04\|14.51\|-3.14\|14.80\|14.99\|14.38\|34585;2026-06-05\|14.45\|-0.41\|14.50\|14.68\|14.26\|34430;2026-06-08\|14.30\|-1.04\|14.30\|14.74\|14.09\|32933;2026-06-09\|14.03\|-1.89\|14.10\|14.49\|13.72\|39573;2026-06-10\|13.89\|-1.00\|13.80\|13.99\|13.62\|22839;2026-06-11\|13.93\|0.29\|14.26\|14.26\|13.71\|27781;2026-06-12\|14.01\|0.57\|13.86\|14.19\|13.63\|30912;2026-06-15\|15.41\|9.99\|14.78\|15.41\|14.67\|22357;2026-06-16\|15.89\|3.11\|16.00\|16.10\|15.02\|109652;2026-06-17\|15.64\|-1.57\|15.89\|16.02\|15.44\|44249;2026-06-18\|15.84\|1.28\|15.79\|16.28\|15.35\|41028;2026-06-22\|17.42\|9.97\|15.80\|17.42\|15.40\|81159;2026-06-23\|18.80\|7.92\|17.77\|19.16\|17.54\|133789;2026-06-24\|18.45\|-1.86\|19.09\|19.68\|18.02\|85779;2026-06-25\|18.55\|0.54\|18.38\|18.99\|17.85\|63253;2026-06-26\|16.90\|-8.89\|18.38\|18.54\|16.88\|91584;2026-06-29\|17.18\|1.66\|17.24\|18.00\|17.01\|52215;2026-06-30\|17.06\|-0.70\|17.07\|17.30\|16.64\|44171;2026-07-01\|16.91\|-0.88\|17.01\|17.52\|16.31\|46147;2026-07-02\|16.72\|-1.12\|16.80\|17.38\|16.57\|39616;2026-07-03\|16.97\|1.50\|16.98\|17.45\|16.73\|43339;2026-07-06\|16.82\|-0.88\|16.97\|17.49\|16.58\|36201;2026-07-07\|15.71\|-6.60\|16.72\|16.81\|15.33\|68190;2026-07-08\|15.62\|-0.57\|16.00\|16.15\|15.44\|34436;2026-07-09\|16.05\|2.75\|16.00\|16.26\|15.57\|48759;2026-07-10\|16.31\|1.62\|16.06\|16.70\|15.70\|41480
114822	分析称MicroLED与CPO架构互补性强	涨停揭秘：国内OLED终端材料核心供应商，产品已覆盖硅基OLED技术路径，有望切入苹果AR/MR头显显示供应链；涨停缘由：OLED终端材料国内市占率近90%；产品可适配硅基OLED（OLEDoS）面板；媒体预计苹果AR/MR头显将于2027年发布并采用LG OLEDoS方案；公司已通过多家面板厂认证；资金逻辑：4月8日显示面板材料板块资金活跃，主力借势布局消费电子创新周期，北向资金连续两日增持；风险提示：AR/MR终端量产时间及采购规模存在不确定性；OLED材料行业扩产加剧竞争压力	1、公司主营OLED有机材料，主要产品包括OLED终端材料和OLED中间体，现有客户占国内OLED市场份额近90%； 2、公司OLED终端材料也有可以用于硅基OLED显示面板的生产，媒体预计将于明年发布的苹果AR/MR头显或将使用LG的OLEDoS（硅基OLED）显示技术	2026-03-03\|33.86\|-2.70\|34.98\|35.91\|33.70\|185305;2026-03-04\|34.03\|0.50\|33.50\|35.20\|33.30\|111524;2026-03-05\|35.54\|4.44\|34.96\|36.72\|34.68\|171537;2026-03-06\|35.01\|-1.49\|34.90\|35.93\|33.88\|108108;2026-03-09\|33.89\|-3.20\|33.05\|34.32\|31.85\|149153;2026-03-10\|35.38\|4.40\|35.10\|35.84\|34.81\|114104;2026-03-11\|35.88\|1.41\|35.52\|36.77\|35.42\|116110;2026-03-12\|37.80\|5.35\|35.55\|38.85\|35.40\|193540;2026-03-13\|39.33\|4.05\|37.05\|40.70\|36.46\|197224;2026-03-16\|39.27\|-0.15\|38.88\|39.98\|37.27\|158976;2026-03-17\|39.20\|-0.18\|39.07\|40.91\|38.89\|166680;2026-03-18\|39.80\|1.53\|38.67\|40.90\|38.01\|162807;2026-03-19\|38.56\|-3.12\|38.62\|40.10\|38.31\|137567;2026-03-20\|37.83\|-1.89\|38.70\|40.88\|37.50\|174459;2026-03-23\|34.16\|-9.70\|36.43\|36.83\|33.90\|202046;2026-03-24\|35.62\|4.27\|35.35\|36.00\|34.20\|121328;2026-03-25\|39.75\|11.59\|36.00\|40.49\|36.00\|192132;2026-03-26\|38.79\|-2.42\|39.70\|40.00\|38.52\|101288;2026-03-27\|39.94\|2.96\|37.46\|41.17\|37.46\|142651;2026-03-30\|40.88\|2.35\|39.82\|41.75\|39.16\|139581;2026-03-31\|38.71\|-5.31\|40.50\|40.66\|38.51\|127321;2026-04-01\|40.39\|4.34\|40.00\|41.38\|39.60\|117646;2026-04-02\|39.83\|-1.39\|40.64\|41.64\|39.28\|118120;2026-04-03\|38.99\|-2.11\|40.03\|40.57\|38.89\|86559;2026-04-07\|40.12\|2.90\|39.15\|40.95\|39.00\|106542;2026-04-08\|45.60\|13.66\|41.60\|46.32\|40.73\|207464;2026-04-09\|46.41\|1.78\|44.80\|47.38\|44.30\|149887;2026-04-10\|46.22\|-0.41\|47.30\|49.98\|46.08\|184085;2026-04-13\|48.40\|4.72\|45.64\|48.84\|45.30\|166215;2026-04-14\|48.08\|-0.66\|49.00\|49.85\|47.50\|130408;2026-04-15\|46.92\|-2.41\|48.00\|48.48\|46.46\|108099;2026-04-16\|49.56\|5.63\|46.95\|49.94\|46.68\|120738;2026-04-17\|49.68\|0.24\|49.20\|51.80\|49.20\|96942;2026-04-20\|50.26\|1.17\|49.24\|51.47\|48.00\|110623;2026-04-21\|55.00\|9.43\|50.00\|55.37\|49.78\|148384;2026-04-22\|56.00\|1.82\|54.88\|57.57\|54.00\|124506;2026-04-23\|53.35\|-4.73\|55.25\|56.69\|52.93\|136193;2026-04-24\|55.15\|3.37\|53.00\|55.39\|50.88\|184068;2026-04-27\|52.93\|-4.03\|56.00\|57.15\|52.69\|162888;2026-04-28\|51.00\|-3.65\|52.41\|53.69\|50.67\|132177;2026-04-29\|51.18\|0.35\|51.00\|52.30\|49.79\|90100;2026-04-30\|52.66\|2.89\|49.45\|56.00\|49.45\|190495;2026-05-06\|51.48\|-2.24\|52.88\|54.00\|51.00\|147889;2026-05-07\|54.23\|5.34\|51.00\|55.70\|50.81\|152646;2026-05-08\|54.98\|1.38\|53.00\|55.50\|51.50\|151382;2026-05-11\|55.31\|0.60\|56.00\|57.49\|53.50\|184469;2026-05-12\|60.43\|9.26\|55.20\|62.00\|53.60\|227033;2026-05-13\|59.74\|-1.14\|60.00\|60.35\|57.66\|179958;2026-05-14\|57.50\|-3.75\|59.42\|59.98\|57.29\|107353;2026-05-15\|58.55\|1.83\|57.51\|60.30\|57.33\|128106;2026-05-18\|63.51\|8.47\|58.43\|64.58\|57.15\|171129;2026-05-19\|64.66\|1.81\|64.53\|64.93\|60.62\|129967;2026-05-20\|66.11\|2.24\|64.00\|66.90\|61.61\|104087;2026-05-21\|64.50\|-2.44\|66.30\|69.63\|64.00\|150256;2026-05-22\|68.36\|5.98\|65.79\|70.28\|64.80\|143784;2026-05-25\|71.52\|4.62\|68.10\|72.10\|67.50\|131118;2026-05-26\|62.02\|-13.28\|70.17\|72.45\|58.00\|343168;2026-05-27\|55.26\|-10.90\|61.40\|61.40\|54.44\|281718;2026-05-28\|59.00\|6.77\|56.36\|59.41\|54.54\|195277;2026-05-29\|54.20\|-8.14\|60.00\|60.59\|53.88\|168182;2026-06-01\|49.99\|-7.77\|54.51\|55.33\|49.79\|168276;2026-06-02\|52.32\|4.66\|49.99\|52.75\|49.61\|143275;2026-06-03\|50.66\|-3.17\|52.20\|53.17\|49.88\|164098;2026-06-04\|52.02\|2.68\|50.04\|52.49\|49.62\|122055;2026-06-05\|49.83\|-4.21\|51.84\|54.28\|49.58\|174711;2026-06-08\|46.31\|-7.06\|47.61\|48.84\|45.18\|156058;2026-06-09\|48.20\|4.35\|47.70\|48.70\|45.77\|122385;2026-06-10\|46.91\|-2.68\|48.12\|48.59\|45.92\|81002;2026-06-11\|46.99\|0.17\|47.90\|47.99\|46.39\|95918;2026-06-12\|46.36\|-1.34\|47.92\|50.26\|46.28\|117020;2026-06-15\|53.30\|14.97\|47.76\|53.99\|47.02\|175959;2026-06-16\|53.27\|-0.06\|53.88\|54.53\|51.60\|135135;2026-06-17\|55.38\|3.96\|52.69\|56.99\|52.20\|164736;2026-06-18\|57.83\|4.42\|55.37\|58.90\|55.03\|152726;2026-06-22\|60.75\|5.05\|58.00\|62.00\|56.88\|185466;2026-06-23\|58.39\|-3.88\|60.15\|61.56\|57.88\|129628;2026-06-24\|59.90\|2.59\|58.00\|61.77\|57.34\|143289;2026-06-25\|63.97\|6.79\|60.37\|65.00\|59.59\|148380;2026-06-26\|64.01\|0.06\|62.90\|66.88\|61.60\|133110;2026-06-29\|61.75\|-3.53\|63.56\|65.60\|58.88\|142449;2026-06-30\|68.62\|11.13\|62.00\|69.58\|60.83\|164153;2026-07-01\|69.20\|0.85\|71.01\|73.79\|68.36\|147947;2026-07-02\|65.15\|-5.85\|66.03\|69.67\|64.00\|132939;2026-07-03\|60.62\|-6.95\|65.06\|66.00\|60.52\|117776;2026-07-06\|57.43\|-5.26\|61.88\|62.91\|57.10\|112751;2026-07-07\|55.60\|-3.19\|58.43\|59.20\|53.67\|82503;2026-07-08\|54.56\|-1.87\|56.21\|57.07\|52.58\|79922;2026-07-09\|58.50\|7.22\|54.97\|58.82\|54.33\|89322;2026-07-10\|54.56\|-6.74\|58.50\|60.80\|54.50\|10172030
114821	分析称MicroLED与CPO架构互补性强	CPO+光芯片+碳化硅+化合物半导体行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年6月17日互动易，公司应用于400G、800G光模块的光芯片已批量出货，应用于1.6T光模块的光芯片已向客户送样验证；针对CPO技术应用场景，公司可提供CW光源、EML、Micro LED等光芯片产品，可满足CPO技术在高速光互连、数据中心等核心领域的应用需求。 2、据2026年6月17日互动易，公司12吋碳化硅衬底已向客户送样验证；据2026年4月25日年报，湖南三安是国内为数不多的碳化硅全链垂直整合制造服务平台，产品广泛应用于新能源汽车、光伏储能、AI数据中心服务器等领域。 3、据2026年4月25日年报，公司是国内化合物半导体领域产销规模居首的龙头企业，掌握的核心技术与研发能力已达到国际先进水平，系“高能效氮化物长波长发光材料”及“集成电路宽禁带半导体方向”领域的“双链主”单位。	首批稳定量产Mini/Micro LED芯片制造商之一；公司可提供用于光模块的激光器、探测器产品，目前高速产品已实现批量出货	2026-03-03\|14.70\|-9.59\|16.26\|16.44\|14.65\|2107863;2026-03-04\|14.66\|-0.27\|14.50\|15.02\|14.38\|837022;2026-03-05\|16.13\|10.03\|15.98\|16.13\|15.97\|794490;2026-03-06\|16.97\|5.21\|17.08\|17.30\|16.33\|4818498;2026-03-09\|16.38\|-3.48\|16.32\|16.55\|15.71\|2627945;2026-03-10\|16.11\|-1.65\|16.50\|16.50\|15.90\|1903158;2026-03-11\|17.04\|5.77\|16.15\|17.42\|16.05\|3272110;2026-03-12\|18.74\|9.98\|17.05\|18.74\|17.00\|4354188;2026-03-13\|18.14\|-3.20\|18.39\|18.77\|18.08\|3405816;2026-03-16\|17.80\|-1.87\|17.98\|18.16\|17.50\|2023531;2026-03-17\|16.56\|-6.97\|18.17\|18.20\|16.50\|2839752;2026-03-18\|16.87\|1.87\|16.62\|17.07\|16.48\|1852911;2026-03-19\|16.60\|-1.60\|16.41\|16.98\|16.10\|1598944;2026-03-20\|16.54\|-0.36\|16.88\|17.66\|16.54\|2347441;2026-03-23\|14.89\|-9.98\|14.89\|14.89\|14.89\|292517;2026-03-24\|13.85\|-6.98\|14.00\|14.29\|13.40\|4686111;2026-03-25\|13.96\|0.79\|13.63\|14.31\|13.62\|3251098;2026-03-26\|12.91\|-7.52\|13.95\|14.01\|12.84\|3186366;2026-03-27\|12.56\|-2.71\|12.51\|12.72\|12.16\|2259859;2026-03-30\|12.17\|-3.11\|11.93\|12.30\|11.45\|2974186;2026-03-31\|11.67\|-4.11\|12.17\|12.28\|11.63\|1947158;2026-04-01\|11.85\|1.54\|11.89\|12.02\|11.71\|1495764;2026-04-02\|11.40\|-3.80\|11.81\|11.97\|11.33\|1462947;2026-04-03\|11.65\|2.19\|11.50\|12.08\|11.43\|2284225;2026-04-07\|12.02\|3.18\|11.73\|12.34\|11.72\|2047676;2026-04-08\|12.41\|3.24\|12.30\|12.42\|12.05\|2212431;2026-04-09\|11.84\|-4.59\|11.70\|12.07\|11.35\|3242583;2026-04-10\|11.94\|0.84\|11.85\|12.25\|11.71\|2858592;2026-04-13\|12.45\|4.27\|11.90\|12.59\|11.85\|3005111;2026-04-14\|12.22\|-1.85\|12.30\|12.59\|12.10\|2563599;2026-04-15\|12.14\|-0.65\|12.36\|12.47\|12.08\|1970308;2026-04-16\|12.13\|-0.08\|12.09\|12.14\|11.90\|1464875;2026-04-17\|13.34\|9.98\|12.13\|13.34\|12.09\|4289269;2026-04-20\|13.65\|2.32\|13.50\|13.92\|13.34\|4371502;2026-04-21\|13.58\|-0.51\|13.64\|14.11\|13.36\|2723476;2026-04-22\|14.94\|10.01\|13.59\|14.94\|13.59\|2138560;2026-04-23\|15.51\|3.82\|15.90\|16.06\|15.19\|5422642;2026-04-24\|15.11\|-2.58\|15.35\|15.94\|15.00\|3553455;2026-04-27\|14.73\|-2.51\|14.98\|15.46\|14.54\|2994202;2026-04-28\|13.99\|-5.02\|14.52\|14.68\|13.92\|2373756;2026-04-29\|13.94\|-0.36\|13.80\|14.27\|13.79\|1762558;2026-04-30\|13.67\|-1.94\|13.97\|14.05\|13.58\|1630497;2026-05-06\|14.68\|7.39\|14.06\|15.04\|14.06\|3291835;2026-05-07\|15.14\|3.13\|14.68\|15.25\|14.61\|3020065;2026-05-08\|15.28\|0.92\|14.95\|15.45\|14.77\|2455606;2026-05-11\|16.04\|4.97\|15.62\|16.33\|15.60\|3697353;2026-05-12\|16.72\|4.24\|16.11\|17.00\|15.95\|4031943;2026-05-13\|16.84\|0.72\|16.39\|17.15\|16.18\|3415873;2026-05-14\|17.45\|3.62\|16.96\|18.04\|16.95\|4232864;2026-05-15\|16.16\|-7.39\|17.69\|17.88\|15.90\|4659033;2026-05-18\|16.18\|0.12\|15.69\|16.75\|15.69\|2832619;2026-05-19\|16.85\|4.14\|16.10\|16.98\|15.64\|3144009;2026-05-20\|16.75\|-0.59\|16.60\|17.08\|16.39\|2592493;2026-05-21\|15.70\|-6.27\|17.30\|17.47\|15.65\|3243008;2026-05-22\|16.20\|3.18\|15.99\|16.35\|15.75\|2035898;2026-05-25\|16.13\|-0.43\|16.25\|16.53\|15.75\|2206954;2026-05-26\|15.85\|-1.74\|16.05\|16.16\|15.60\|2090676;2026-05-27\|16.61\|4.79\|15.95\|17.42\|15.89\|4345938;2026-05-28\|16.85\|1.44\|16.30\|17.05\|16.11\|2809017;2026-05-29\|15.64\|-7.18\|17.00\|17.17\|15.50\|3585497;2026-06-01\|15.16\|-3.07\|15.64\|15.96\|15.09\|2118760;2026-06-02\|15.16\|0.00\|15.20\|15.47\|14.59\|2002947;2026-06-03\|15.51\|2.31\|15.43\|16.58\|15.25\|3245769;2026-06-04\|17.06\|9.99\|15.47\|17.06\|15.41\|2746189;2026-06-05\|16.91\|-0.88\|17.06\|17.60\|16.68\|4611966;2026-06-08\|16.45\|-2.72\|16.11\|17.50\|16.11\|3235138;2026-06-09\|17.30\|5.17\|16.88\|17.31\|16.05\|3511109;2026-06-10\|15.57\|-10.00\|16.78\|16.84\|15.57\|3839648;2026-06-11\|15.26\|-1.99\|15.02\|15.59\|14.78\|2154369;2026-06-12\|13.92\|-8.78\|14.48\|15.18\|13.89\|4319917;2026-06-15\|15.31\|9.99\|13.97\|15.31\|13.97\|3189355;2026-06-16\|16.84\|9.99\|15.70\|16.84\|15.56\|4668854;2026-06-17\|17.16\|1.90\|16.96\|17.43\|16.79\|3531051;2026-06-18\|17.54\|2.21\|17.71\|18.00\|17.26\|3017996;2026-06-22\|19.29\|9.98\|18.91\|19.29\|18.68\|3728794;2026-06-23\|19.83\|2.80\|19.50\|20.52\|19.03\|5559688;2026-06-24\|21.81\|9.98\|19.30\|21.81\|19.30\|2303851;2026-06-25\|21.67\|-0.64\|22.35\|22.88\|21.09\|6869531;2026-06-26\|21.73\|0.28\|21.55\|23.18\|21.41\|5432212;2026-06-29\|21.06\|-3.08\|22.40\|22.89\|20.07\|5276839;2026-06-30\|21.22\|0.76\|20.68\|21.74\|20.38\|3850038;2026-07-01\|19.84\|-6.50\|21.14\|21.60\|19.58\|4669320;2026-07-02\|19.04\|-4.03\|19.12\|20.20\|18.52\|3190176;2026-07-03\|18.23\|-4.25\|19.05\|19.38\|18.21\|2713557;2026-07-06\|17.35\|-4.83\|18.49\|18.90\|17.00\|2853942;2026-07-07\|17.78\|2.48\|17.33\|18.30\|16.99\|3260180;2026-07-08\|16.65\|-6.36\|17.80\|17.95\|16.41\|2739367;2026-07-09\|17.80\|6.91\|16.90\|17.82\|16.55\|2898209;2026-07-10\|16.94\|-4.83\|18.10\|18.69\|16.93\|3322107
114820		涨停揭秘：地缘冲突升级推升原油及PX价格，叠加PTA加工费显著修复，化工大炼化周期拐点确认；涨停缘由：霍尔木兹海峡运输风险加剧供应担忧；26Q1业绩超预期验证盈利弹性；PX-PTA价差扩大+硫磺高价支撑全产业链利润；资金逻辑：资金聚焦高弹性石化链龙头，低位估值+产能规模优势吸引增量配置，北向资金连续两日净流入；风险提示：伊朗谈判进展反复或引发油价剧烈波动，下游纺织需求复苏不及预期压制PTA终端传导	PTA行业龙头之一；国内首家拥有“原油—芳烃（PX）、烯烃—PTA、MEG—聚酯—纺丝、薄膜、瓶片”一体化产业链的上市公司，具备产业链一体化的竞争优势；控股和参股PTA产能共计约1900万吨	2026-03-03\|15.44\|-3.62\|16.07\|16.38\|15.29\|994222;2026-03-04\|14.62\|-5.31\|15.18\|15.21\|14.32\|1117860;2026-03-05\|15.45\|5.68\|14.82\|15.63\|14.53\|924831;2026-03-06\|15.24\|-1.36\|15.38\|15.46\|14.77\|658140;2026-03-09\|13.82\|-9.32\|15.96\|16.00\|13.72\|1179278;2026-03-10\|13.70\|-0.87\|13.83\|13.97\|13.54\|730062;2026-03-11\|14.05\|2.55\|13.62\|14.07\|13.37\|793542;2026-03-12\|13.80\|-1.78\|14.30\|14.55\|13.48\|873184;2026-03-13\|13.62\|-1.30\|13.55\|14.08\|13.47\|732309;2026-03-16\|13.13\|-3.60\|13.58\|13.67\|12.68\|1107746;2026-03-17\|12.84\|-2.21\|13.01\|13.15\|12.78\|660775;2026-03-18\|12.76\|-0.62\|12.79\|12.89\|12.55\|535930;2026-03-19\|11.52\|-9.72\|12.63\|12.70\|11.48\|1484289;2026-03-20\|11.31\|-1.82\|11.48\|11.82\|11.18\|850064;2026-03-23\|11.29\|-0.18\|11.02\|11.63\|10.95\|912620;2026-03-24\|11.41\|1.06\|11.46\|11.64\|11.17\|610451;2026-03-25\|11.95\|4.73\|11.60\|12.17\|11.60\|908924;2026-03-26\|11.84\|-0.92\|11.94\|12.30\|11.75\|591741;2026-03-27\|12.10\|2.20\|11.64\|12.29\|11.61\|553432;2026-03-30\|12.05\|-0.41\|11.97\|12.27\|11.83\|413506;2026-03-31\|12.00\|-0.41\|12.11\|12.33\|11.93\|357466;2026-04-01\|12.33\|2.75\|12.25\|12.62\|12.20\|546505;2026-04-02\|12.18\|-1.22\|12.32\|12.40\|12.10\|356034;2026-04-03\|11.83\|-2.87\|12.18\|12.23\|11.74\|467157;2026-04-07\|12.43\|5.07\|11.89\|12.64\|11.68\|561978;2026-04-08\|12.80\|2.98\|12.55\|13.08\|12.44\|823299;2026-04-09\|12.65\|-1.17\|12.58\|12.92\|12.51\|424075;2026-04-10\|12.64\|-0.08\|12.68\|12.74\|12.54\|376706;2026-04-13\|12.20\|-3.48\|12.64\|12.65\|12.03\|597244;2026-04-14\|12.13\|-0.57\|12.36\|12.49\|11.98\|520692;2026-04-15\|12.19\|0.49\|12.25\|12.47\|12.07\|468937;2026-04-16\|12.14\|-0.41\|12.12\|12.35\|12.05\|421250;2026-04-17\|11.66\|-3.95\|12.14\|12.27\|11.58\|728114;2026-04-20\|11.92\|2.23\|11.77\|12.04\|11.58\|434163;2026-04-21\|12.38\|3.86\|11.92\|12.55\|11.64\|706334;2026-04-22\|12.04\|-2.75\|12.42\|12.50\|11.99\|549114;2026-04-23\|11.89\|-1.25\|12.00\|12.20\|11.82\|419524;2026-04-24\|12.11\|1.85\|11.80\|12.20\|11.77\|450125;2026-04-27\|12.44\|2.73\|12.12\|12.66\|12.11\|607208;2026-04-28\|13.03\|4.74\|12.66\|13.12\|12.46\|1000498;2026-04-29\|13.64\|4.68\|13.03\|13.68\|12.93\|896617;2026-04-30\|13.95\|2.27\|13.52\|14.11\|13.51\|832434;2026-05-06\|13.70\|-1.79\|13.99\|14.11\|13.51\|760309;2026-05-07\|12.92\|-5.69\|13.51\|13.55\|12.68\|831604;2026-05-08\|12.90\|-0.15\|13.02\|13.16\|12.70\|460376;2026-05-11\|13.06\|1.24\|12.90\|13.19\|12.88\|521149;2026-05-12\|13.44\|2.91\|13.07\|13.60\|13.00\|552574;2026-05-13\|13.37\|-0.52\|13.45\|13.76\|13.14\|647243;2026-05-14\|13.05\|-2.39\|13.38\|13.68\|13.04\|543344;2026-05-15\|13.03\|-0.15\|13.15\|13.37\|12.89\|525377;2026-05-18\|12.29\|-5.68\|12.99\|13.02\|12.09\|694109;2026-05-19\|12.09\|-1.63\|12.22\|12.35\|11.93\|418028;2026-05-20\|12.13\|0.33\|12.00\|12.25\|11.97\|502408;2026-05-21\|11.52\|-5.03\|12.11\|12.28\|11.50\|615687;2026-05-22\|11.45\|-0.61\|11.62\|11.66\|11.28\|543958;2026-05-25\|11.51\|0.52\|11.54\|11.98\|11.46\|385811;2026-05-26\|11.74\|2.00\|11.50\|11.76\|11.07\|548689;2026-05-27\|11.53\|-1.79\|11.60\|11.71\|11.31\|383600;2026-05-28\|11.31\|-1.91\|11.44\|11.70\|11.21\|337566;2026-05-29\|11.26\|-0.44\|11.39\|11.55\|11.22\|449145;2026-06-01\|11.50\|3.05\|11.21\|11.72\|11.00\|646691;2026-06-02\|11.55\|0.43\|11.48\|11.62\|11.22\|454424;2026-06-03\|11.44\|-0.95\|11.56\|11.60\|11.32\|418469;2026-06-04\|11.00\|-3.85\|11.45\|11.45\|10.90\|384154;2026-06-05\|11.43\|3.91\|11.00\|11.80\|10.93\|629782;2026-06-08\|11.25\|-1.57\|11.85\|11.90\|11.17\|652099;2026-06-09\|11.11\|-1.24\|11.13\|11.29\|10.87\|488126;2026-06-10\|11.15\|0.36\|11.04\|11.48\|10.98\|393743;2026-06-11\|10.75\|-3.59\|11.40\|11.50\|10.58\|613089;2026-06-12\|11.34\|5.49\|10.52\|11.48\|10.50\|855468;2026-06-15\|11.95\|5.38\|11.54\|12.20\|11.51\|933172;2026-06-16\|11.65\|-2.51\|11.79\|12.05\|11.58\|511827;2026-06-17\|11.90\|2.15\|11.56\|12.15\|11.46\|560386;2026-06-18\|11.21\|-5.80\|11.84\|12.15\|11.14\|760937;2026-06-22\|12.04\|7.40\|11.11\|12.05\|10.95\|823089;2026-06-23\|11.81\|-1.91\|12.02\|12.50\|11.76\|746616;2026-06-24\|12.19\|3.22\|11.78\|12.69\|11.73\|810927;2026-06-25\|11.71\|-3.94\|12.06\|12.11\|11.49\|957893;2026-06-26\|11.38\|-2.82\|12.02\|12.26\|11.24\|928112;2026-06-29\|11.29\|-0.79\|11.11\|11.37\|10.55\|773286;2026-06-30\|10.75\|-4.78\|11.12\|11.20\|10.64\|715847;2026-07-01\|11.26\|4.74\|10.74\|11.39\|10.50\|630100;2026-07-02\|11.11\|-1.33\|11.06\|11.37\|10.98\|583609;2026-07-03\|11.68\|5.13\|11.30\|11.86\|11.17\|895691;2026-07-06\|12.27\|5.05\|11.86\|12.65\|11.81\|854686;2026-07-07\|11.50\|-6.28\|12.25\|12.59\|11.25\|856456;2026-07-08\|11.14\|-3.13\|11.41\|11.77\|11.09\|566633;2026-07-09\|10.98\|-1.44\|11.11\|11.38\|10.78\|532969;2026-07-10\|10.95\|-0.27\|10.87\|11.09\|10.55\|635908
114819		涨停揭秘：地缘紧张致原油及芳烃价格上行，叠加聚酯端库存低位+出口订单回暖，产业链利润中枢上移；涨停缘由：美伊博弈加剧能源供应链扰动；公司‘原油-PX-PTA-聚酯’一体化抵御原料波动；Q1涤纶长丝产销率超95%，库存天数降至12天；资金逻辑：机构调仓加配低估值化工核心资产，融资余额单周增8.2%，主力资金连续三日净买入；风险提示：海外加息预期反复压制风险偏好，化纤终端消费数据尚未全面验证复苏强度	1、国内聚酯化纤全产业链领军企业，行业内首家拥有从“原油-PX-PTA-聚酯”产业链一体化经营的企业； 2、国内唯一、全球第二家能够在线生产12微米涂硅离型叠片式锂电池保护膜的企业	2026-03-03\|26.02\|-1.81\|26.53\|27.00\|25.66\|772832;2026-03-04\|23.77\|-8.65\|25.00\|25.00\|23.51\|810224;2026-03-05\|25.38\|6.77\|24.10\|25.87\|23.70\|670181;2026-03-06\|25.36\|-0.08\|25.01\|25.66\|24.40\|406580;2026-03-09\|22.88\|-9.78\|26.31\|26.32\|22.82\|918081;2026-03-10\|22.27\|-2.67\|22.88\|23.23\|22.18\|663841;2026-03-11\|22.00\|-1.21\|22.25\|22.30\|21.55\|571252;2026-03-12\|22.48\|2.18\|22.28\|23.09\|21.30\|803047;2026-03-13\|22.96\|2.14\|22.08\|23.56\|21.73\|792123;2026-03-16\|22.14\|-3.57\|22.85\|23.19\|21.80\|489141;2026-03-17\|22.05\|-0.41\|22.00\|22.57\|21.97\|347134;2026-03-18\|22.90\|3.85\|22.04\|23.20\|21.61\|455939;2026-03-19\|21.28\|-7.07\|22.60\|22.75\|21.15\|727112;2026-03-20\|20.70\|-2.73\|21.30\|21.71\|20.65\|461512;2026-03-23\|20.27\|-2.08\|20.34\|21.04\|19.98\|554810;2026-03-24\|20.29\|0.10\|20.54\|20.57\|19.81\|390151;2026-03-25\|21.50\|5.96\|20.50\|21.86\|20.50\|498150;2026-03-26\|21.13\|-1.72\|21.50\|21.71\|21.01\|248357;2026-03-27\|21.36\|1.09\|21.01\|21.69\|20.83\|278584;2026-03-30\|21.97\|2.86\|20.95\|22.12\|20.93\|346361;2026-03-31\|21.65\|-1.46\|21.93\|22.12\|21.43\|268333;2026-04-01\|22.20\|2.54\|22.01\|22.53\|21.80\|255404;2026-04-02\|22.27\|0.32\|22.30\|22.49\|22.00\|200064;2026-04-03\|21.56\|-3.19\|22.25\|22.25\|21.44\|252837;2026-04-07\|22.74\|5.47\|21.55\|23.11\|21.44\|341620;2026-04-08\|23.24\|2.20\|22.99\|23.50\|22.68\|458098;2026-04-09\|23.43\|0.82\|22.85\|23.86\|22.80\|321198;2026-04-10\|23.16\|-1.15\|23.43\|23.44\|23.08\|258173;2026-04-13\|22.11\|-4.53\|23.27\|23.27\|21.88\|503830;2026-04-14\|22.79\|3.08\|22.40\|23.08\|22.10\|419828;2026-04-15\|23.68\|3.91\|23.30\|23.80\|22.35\|513802;2026-04-16\|24.30\|2.62\|23.90\|24.50\|23.57\|409514;2026-04-17\|23.33\|-3.99\|24.11\|24.42\|23.26\|299958;2026-04-20\|23.81\|2.06\|23.54\|24.55\|23.30\|317558;2026-04-21\|24.94\|4.75\|24.00\|25.11\|23.44\|433482;2026-04-22\|24.35\|-2.37\|24.94\|24.95\|24.17\|447745;2026-04-23\|24.12\|-0.94\|24.36\|24.47\|23.85\|235997;2026-04-24\|23.44\|-2.82\|23.92\|24.14\|23.01\|350087;2026-04-27\|21.10\|-9.98\|21.10\|21.50\|21.10\|265210;2026-04-28\|21.56\|2.18\|20.02\|21.89\|20.02\|903193;2026-04-29\|22.22\|3.06\|21.48\|22.38\|20.93\|438715;2026-04-30\|22.09\|-0.59\|22.15\|22.50\|21.99\|441498;2026-05-06\|22.85\|3.44\|22.45\|23.08\|21.76\|541468;2026-05-07\|22.42\|-1.88\|22.84\|22.84\|22.09\|414775;2026-05-08\|22.39\|-0.13\|22.29\|22.77\|21.70\|549147;2026-05-11\|22.55\|0.71\|22.29\|22.97\|22.00\|557712;2026-05-12\|22.61\|0.27\|22.55\|22.92\|22.33\|302251;2026-05-13\|22.57\|-0.18\|22.56\|22.77\|21.94\|396934;2026-05-14\|22.13\|-1.95\|22.54\|23.23\|22.13\|301380;2026-05-15\|21.09\|-4.70\|22.28\|22.28\|21.02\|409584;2026-05-18\|20.51\|-2.75\|20.97\|21.07\|20.19\|431064;2026-05-19\|20.04\|-2.29\|20.47\|20.57\|19.94\|279085;2026-05-20\|19.87\|-0.85\|20.02\|20.05\|19.58\|287630;2026-05-21\|18.95\|-4.63\|19.88\|20.00\|18.94\|374771;2026-05-22\|18.53\|-2.22\|18.94\|19.06\|18.41\|514075;2026-05-25\|18.47\|-0.32\|18.74\|19.29\|18.43\|346240;2026-05-26\|18.69\|1.19\|18.58\|18.88\|18.21\|365881;2026-05-27\|17.65\|-5.56\|18.60\|18.77\|17.38\|539449;2026-05-28\|17.24\|-2.32\|17.64\|17.99\|17.10\|483699;2026-05-29\|17.19\|-0.29\|17.24\|17.79\|17.12\|540479;2026-06-01\|17.76\|3.32\|17.49\|18.04\|17.12\|552669;2026-06-02\|17.79\|1.83\|17.50\|18.05\|17.28\|471058;2026-06-03\|17.51\|-1.57\|17.80\|17.85\|17.23\|322899;2026-06-04\|16.73\|-4.45\|17.52\|17.55\|16.55\|491092;2026-06-05\|16.96\|1.37\|16.79\|17.58\|16.52\|562980;2026-06-08\|16.60\|-2.12\|16.79\|17.35\|16.53\|430179;2026-06-09\|16.31\|-1.75\|16.46\|16.59\|16.07\|262869;2026-06-10\|16.38\|0.43\|16.22\|16.62\|16.03\|285459;2026-06-11\|16.29\|-0.55\|16.58\|16.65\|15.98\|314545;2026-06-12\|17.46\|7.18\|16.62\|17.84\|16.18\|731522;2026-06-15\|18.53\|6.13\|18.00\|19.15\|17.85\|917245;2026-06-16\|17.77\|-4.10\|18.37\|18.59\|17.66\|475104;2026-06-17\|17.82\|0.28\|17.52\|18.40\|17.50\|463593;2026-06-18\|17.10\|-4.04\|17.75\|17.77\|17.06\|329366;2026-06-22\|18.65\|9.06\|17.12\|18.75\|16.68\|724025;2026-06-23\|18.17\|-2.57\|18.86\|19.31\|18.14\|586699;2026-06-24\|18.44\|1.49\|18.28\|19.22\|18.17\|635624;2026-06-25\|18.21\|-1.25\|18.02\|18.55\|17.81\|607731;2026-06-26\|18.44\|1.26\|18.65\|19.09\|17.92\|708185;2026-06-29\|18.90\|2.49\|18.00\|19.23\|17.66\|773109;2026-06-30\|17.71\|-6.30\|18.60\|19.10\|17.40\|636140;2026-07-01\|17.78\|0.40\|17.71\|18.23\|16.88\|505272;2026-07-02\|17.70\|-0.45\|17.57\|18.08\|17.35\|385518;2026-07-03\|17.80\|0.56\|17.93\|18.35\|17.25\|508508;2026-07-06\|18.74\|5.28\|18.06\|19.46\|17.94\|645712;2026-07-07\|17.00\|-9.29\|18.95\|18.95\|16.87\|862654;2026-07-08\|16.64\|-2.12\|16.95\|17.25\|16.51\|413835;2026-07-09\|16.28\|-2.16\|16.50\|16.85\|15.90\|509933;2026-07-10\|15.79\|-3.01\|16.10\|16.10\|15.42\|677869
114818	行业估值处于历史低位	涨停揭秘：嘉曼服饰作为专业化童装品牌运营商，受益于大消费板块估值处于历史低位及市场风格向低位白马切换；涨停缘由：公司是国内较早从事专业化童装品牌运营的企业，拥有巴布豆、暇步士等国际品牌童装授权，在细分赛道具备较强渠道与品牌壁垒，估值处于历史底部区间；资金逻辑：资金从高位题材切换至低位消费白马，嘉曼服饰市值小、机构持仓低、股息率具备吸引力，成为消费板块弹性修复标的；风险提示：童装行业增速放缓，终端消费疲软制约提价空间；品牌授权模式存在续约不确定性，直营占比提升带来运营压力	国内较早从事专业化童装品牌运营的企业	2026-03-03\|25.20\|-3.67\|26.16\|26.40\|25.10\|14917;2026-03-04\|24.99\|-0.83\|25.20\|25.59\|24.81\|20700;2026-03-05\|25.14\|0.60\|25.27\|25.61\|24.91\|11855;2026-03-06\|25.75\|2.43\|25.14\|25.86\|24.97\|12389;2026-03-09\|25.85\|0.39\|25.70\|26.98\|25.20\|58245;2026-03-10\|26.75\|3.48\|25.86\|26.79\|25.76\|30095;2026-03-11\|27.99\|4.64\|26.22\|28.45\|26.22\|48378;2026-03-12\|27.08\|-3.25\|28.00\|28.27\|26.96\|25128;2026-03-13\|26.70\|-1.40\|27.09\|27.38\|26.60\|18717;2026-03-16\|25.18\|-5.69\|26.77\|26.77\|25.06\|28733;2026-03-17\|24.90\|-1.11\|25.58\|25.70\|24.84\|24775;2026-03-18\|25.19\|1.16\|25.00\|25.30\|24.76\|17747;2026-03-19\|23.94\|-4.96\|25.10\|25.10\|23.84\|18880;2026-03-20\|23.25\|-2.88\|23.94\|24.40\|23.13\|17643;2026-03-23\|21.75\|-6.45\|23.05\|23.05\|21.00\|50197;2026-03-24\|22.79\|4.78\|21.91\|22.84\|21.55\|30493;2026-03-25\|24.06\|5.57\|22.92\|24.80\|22.79\|35886;2026-03-26\|23.49\|-2.37\|24.27\|24.44\|23.16\|21248;2026-03-27\|23.71\|0.94\|22.81\|24.05\|22.81\|17037;2026-03-30\|23.80\|0.38\|23.50\|24.00\|23.34\|15132;2026-03-31\|23.00\|-3.36\|23.50\|23.87\|22.80\|15525;2026-04-01\|23.75\|3.26\|23.40\|24.19\|23.30\|16766;2026-04-02\|23.36\|-1.64\|23.70\|23.70\|23.20\|11396;2026-04-03\|22.80\|-2.40\|23.19\|23.59\|22.60\|9613;2026-04-07\|22.95\|0.66\|22.80\|23.46\|22.66\|10785;2026-04-08\|23.65\|3.05\|23.17\|23.97\|23.17\|13771;2026-04-09\|23.33\|-1.35\|23.89\|23.89\|23.00\|9380;2026-04-10\|23.38\|0.21\|23.34\|23.79\|23.29\|13147;2026-04-13\|23.94\|2.40\|23.35\|24.15\|23.22\|15289;2026-04-14\|24.06\|0.50\|23.91\|24.23\|23.67\|12056;2026-04-15\|24.40\|1.41\|24.12\|24.65\|23.88\|19860;2026-04-16\|25.01\|2.50\|24.39\|25.35\|24.05\|20917;2026-04-17\|24.93\|-0.32\|24.90\|25.06\|24.52\|14551;2026-04-20\|25.48\|2.21\|24.93\|25.65\|24.76\|17310;2026-04-21\|26.06\|2.28\|25.56\|26.30\|25.10\|26945;2026-04-22\|26.57\|1.96\|26.06\|26.92\|25.80\|31389;2026-04-23\|26.75\|0.68\|26.58\|27.37\|26.20\|28039;2026-04-24\|26.75\|0.00\|26.75\|26.98\|26.37\|20359;2026-04-27\|25.87\|-3.29\|26.75\|26.99\|25.80\|24818;2026-04-28\|26.48\|2.36\|27.00\|27.00\|25.88\|44706;2026-04-29\|26.96\|1.81\|26.42\|27.35\|26.10\|33072;2026-04-30\|27.28\|1.19\|27.13\|27.45\|26.81\|27855;2026-05-06\|27.01\|-0.99\|27.29\|27.60\|26.80\|33029;2026-05-07\|25.75\|-4.66\|27.33\|27.33\|25.57\|42219;2026-05-08\|25.91\|0.62\|26.00\|26.26\|25.71\|24175;2026-05-11\|27.60\|6.52\|26.15\|28.75\|25.88\|76944;2026-05-12\|26.55\|-3.80\|27.79\|27.79\|26.45\|28376;2026-05-13\|26.59\|0.15\|26.56\|26.88\|25.90\|22953;2026-05-14\|26.34\|-0.94\|26.74\|27.07\|26.22\|21380;2026-05-15\|26.57\|0.87\|26.68\|27.14\|26.30\|20437;2026-05-18\|25.74\|-3.12\|27.01\|27.19\|25.31\|28235;2026-05-19\|25.71\|-0.12\|25.77\|26.31\|25.46\|19315;2026-05-20\|25.88\|0.66\|25.70\|26.17\|25.26\|18110;2026-05-21\|26.14\|1.00\|25.83\|27.09\|25.62\|30108;2026-05-22\|25.53\|-2.33\|26.50\|26.50\|25.40\|18683;2026-05-25\|24.85\|-2.66\|25.72\|25.82\|24.50\|20869;2026-05-26\|24.53\|-1.29\|24.86\|24.92\|23.61\|25614;2026-05-27\|24.20\|-1.35\|24.63\|24.82\|24.00\|18178;2026-05-28\|24.73\|2.19\|24.01\|25.24\|24.01\|17074;2026-05-29\|25.70\|6.07\|24.52\|26.02\|24.31\|36123;2026-06-01\|25.80\|0.39\|25.58\|25.80\|24.79\|34859;2026-06-02\|24.62\|-4.57\|25.82\|26.01\|24.31\|26735;2026-06-03\|23.83\|-3.21\|24.61\|24.80\|23.62\|18162;2026-06-04\|24.42\|2.48\|23.85\|24.56\|23.53\|17974;2026-06-05\|23.92\|-2.05\|24.18\|24.35\|23.47\|18144;2026-06-08\|22.22\|-7.11\|23.71\|23.71\|22.05\|25524;2026-06-09\|22.50\|1.26\|22.27\|22.58\|21.92\|12502;2026-06-10\|22.45\|-0.22\|22.43\|22.74\|22.08\|14092;2026-06-11\|23.01\|2.49\|22.32\|23.19\|21.69\|16997;2026-06-12\|26.13\|13.56\|23.18\|26.45\|23.18\|54000;2026-06-15\|31.20\|19.40\|27.44\|31.35\|27.01\|114091;2026-06-16\|27.63\|-11.44\|30.81\|30.81\|24.98\|177350;2026-06-17\|26.06\|-5.68\|25.05\|27.55\|24.85\|123652;2026-06-18\|24.06\|-7.67\|25.55\|25.68\|24.00\|88631;2026-06-22\|22.78\|-5.32\|24.05\|24.14\|22.39\|75091;2026-06-23\|22.59\|-0.83\|22.69\|23.37\|22.40\|52062;2026-06-24\|22.68\|0.40\|22.45\|23.18\|22.45\|44284;2026-06-25\|22.87\|0.84\|22.50\|23.90\|22.50\|54893;2026-06-26\|23.41\|2.36\|22.78\|23.73\|22.57\|36026;2026-06-29\|21.66\|-7.48\|23.28\|23.65\|21.45\|45063;2026-06-30\|21.32\|-1.57\|21.68\|22.30\|21.13\|40389;2026-07-01\|23.00\|7.88\|21.13\|23.15\|21.01\|43410;2026-07-02\|24.00\|4.35\|22.75\|24.60\|22.60\|40882;2026-07-03\|25.43\|5.96\|24.00\|25.68\|24.00\|45108;2026-07-06\|25.05\|-1.49\|25.35\|25.84\|24.95\|26245;2026-07-07\|24.85\|-0.80\|25.17\|25.22\|24.48\|21723;2026-07-08\|23.98\|-3.50\|24.89\|25.00\|23.87\|17061;2026-07-09\|24.90\|3.84\|23.95\|24.93\|23.16\|25315;2026-07-10\|25.27\|1.49\|24.91\|25.89\|24.67\|26621
114817	行业估值处于历史低位	拟跨界收购+覆铜板+浓缩果汁 1、据2026年6月16日公告，公司于6月15日签署《股权转让框架协议》，拟以6-8亿元收购宁波甬强科技部分股权并实现控股，标的公司主营集成电路电子信息互连材料，包括覆铜板和半固化片，终端客户包括浪潮信息、中科曙光、中际旭创等。 2、据2026年6月9日投资者关系活动记录表，国内浓缩果汁行业形成安德利与国投中鲁“双龙头”格局，公司2026年2月竞得烟台海升两条生产线，此前收购阿克苏恒通、延安富县恒兴等资产，持续整合行业优质产能。 3、据2025年年度报告，公司是全球主要浓缩果汁加工企业之一，拥有10个加工基地及20条生产线，浓缩苹果汁收入占比约90%，产品外销收入占比约60%-70%。	公司是全球生产规模较大的浓缩果汁加工企业之一	2026-03-03\|40.42\|-3.00\|41.36\|42.10\|40.22\|22607;2026-03-04\|40.60\|0.45\|40.04\|40.97\|40.04\|11505;2026-03-05\|39.72\|-2.17\|40.73\|41.10\|39.38\|16446;2026-03-06\|39.85\|0.33\|39.81\|40.15\|39.56\|8721;2026-03-09\|38.45\|-3.51\|39.52\|39.88\|38.22\|17365;2026-03-10\|38.91\|1.20\|38.78\|39.14\|38.37\|8871;2026-03-11\|38.32\|-1.52\|38.91\|39.08\|38.27\|10834;2026-03-12\|38.16\|-0.42\|38.44\|38.58\|37.88\|6634;2026-03-13\|38.00\|-0.42\|38.16\|38.61\|37.78\|10238;2026-03-16\|37.93\|-0.18\|38.00\|38.48\|37.45\|11044;2026-03-17\|37.67\|-0.69\|37.91\|38.30\|37.67\|8824;2026-03-18\|38.14\|1.25\|37.85\|38.19\|37.45\|9800;2026-03-19\|36.44\|-4.46\|38.12\|38.12\|36.17\|15037;2026-03-20\|36.46\|0.05\|36.42\|37.56\|35.67\|16602;2026-03-23\|35.81\|-1.78\|36.13\|36.99\|35.40\|18580;2026-03-24\|37.40\|4.44\|36.19\|37.63\|36.06\|16496;2026-03-25\|38.39\|2.65\|37.41\|38.53\|37.41\|15579;2026-03-26\|37.93\|-1.20\|38.58\|39.29\|37.54\|17632;2026-03-27\|38.90\|2.56\|37.80\|38.97\|37.56\|14614;2026-03-30\|39.24\|0.87\|38.60\|39.60\|36.59\|25764;2026-03-31\|40.35\|2.83\|38.98\|43.16\|38.98\|57632;2026-04-01\|37.96\|-5.92\|39.60\|39.98\|37.83\|40589;2026-04-02\|37.53\|-1.13\|37.40\|37.90\|37.07\|18670;2026-04-03\|37.27\|-0.69\|37.44\|37.95\|37.05\|11087;2026-04-07\|39.11\|4.94\|37.90\|39.80\|37.90\|30016;2026-04-08\|40.65\|3.94\|39.38\|40.65\|39.38\|25525;2026-04-09\|41.28\|1.55\|40.94\|42.05\|40.00\|31864;2026-04-10\|42.20\|2.23\|41.36\|42.77\|41.33\|20040;2026-04-13\|42.85\|1.54\|42.19\|43.89\|41.80\|26103;2026-04-14\|44.56\|3.99\|43.00\|44.96\|42.91\|28580;2026-04-15\|44.18\|-0.85\|45.10\|45.80\|43.36\|24936;2026-04-16\|47.17\|6.77\|43.98\|48.10\|43.90\|48454;2026-04-17\|47.90\|1.55\|47.47\|48.15\|46.50\|36722;2026-04-20\|45.80\|-4.38\|48.50\|49.95\|44.22\|62090;2026-04-21\|45.17\|-1.38\|45.84\|46.01\|44.00\|38012;2026-04-22\|46.63\|3.23\|45.80\|48.00\|45.18\|27504;2026-04-23\|47.09\|0.99\|46.60\|47.39\|45.50\|22665;2026-04-24\|46.29\|-1.70\|46.13\|48.19\|45.90\|20897;2026-04-27\|46.10\|-0.41\|46.00\|46.99\|45.50\|18983;2026-04-28\|46.00\|-0.22\|46.19\|47.17\|45.90\|19423;2026-04-29\|45.87\|-0.28\|46.03\|46.10\|45.40\|14883;2026-04-30\|45.84\|-0.07\|45.01\|45.90\|44.60\|21299;2026-05-06\|46.10\|0.57\|46.08\|48.50\|45.89\|24250;2026-05-07\|47.41\|2.84\|46.10\|48.02\|46.10\|21208;2026-05-08\|47.15\|-0.55\|47.10\|47.39\|46.16\|23489;2026-05-11\|48.28\|2.40\|48.00\|48.70\|47.12\|23420;2026-05-12\|53.11\|10.00\|48.29\|53.11\|48.29\|39483;2026-05-13\|56.05\|5.54\|56.20\|58.42\|55.19\|100792;2026-05-14\|59.00\|5.26\|55.64\|61.51\|53.40\|100100;2026-05-15\|58.00\|-1.69\|59.28\|60.82\|58.00\|58068;2026-05-18\|63.09\|8.78\|58.70\|63.80\|58.40\|101723;2026-05-19\|57.79\|-8.40\|63.09\|63.29\|57.60\|95258;2026-05-20\|58.20\|0.71\|57.50\|61.77\|53.75\|116600;2026-05-21\|52.38\|-10.00\|57.50\|57.50\|52.38\|29998;2026-05-22\|50.52\|-3.55\|48.00\|51.00\|48.00\|103350;2026-05-25\|55.57\|10.00\|51.50\|55.57\|51.50\|23694;2026-05-26\|56.05\|0.86\|60.00\|60.00\|54.00\|78246;2026-05-27\|53.70\|-4.19\|55.77\|56.40\|53.58\|37066;2026-05-28\|55.58\|3.50\|54.24\|56.50\|52.14\|38431;2026-05-29\|56.73\|2.07\|56.69\|57.88\|55.00\|43623;2026-06-01\|57.88\|2.03\|57.77\|60.40\|57.23\|50412;2026-06-02\|55.98\|-3.28\|57.88\|58.91\|55.55\|33180;2026-06-03\|54.91\|-1.91\|55.43\|56.07\|53.00\|37480;2026-06-04\|54.55\|-0.66\|54.50\|54.97\|53.69\|21304;2026-06-05\|54.12\|-0.79\|54.88\|54.88\|53.25\|20344;2026-06-08\|57.14\|5.58\|52.27\|57.37\|51.42\|32860;2026-06-09\|61.09\|6.91\|58.01\|61.99\|58.01\|52150;2026-06-10\|61.39\|0.49\|60.90\|65.47\|60.80\|56273;2026-06-11\|58.91\|-4.04\|62.47\|62.88\|58.53\|36157;2026-06-12\|64.80\|10.00\|60.00\|64.80\|60.00\|37595;2026-06-15\|71.28\|10.00\|69.86\|71.28\|65.67\|66760;2026-06-16\|78.41\|10.00\|78.41\|78.41\|75.01\|127661;2026-06-17\|86.10\|9.81\|78.42\|86.25\|78.42\|216883;2026-06-18\|81.70\|-5.11\|84.60\|85.96\|77.49\|155804;2026-06-22\|74.90\|-8.32\|80.56\|82.80\|73.86\|118992;2026-06-23\|72.13\|-3.70\|74.46\|77.20\|70.87\|72261;2026-06-24\|69.67\|-3.41\|72.22\|73.40\|68.19\|54106;2026-06-25\|68.90\|-1.11\|70.22\|71.27\|68.00\|54501;2026-06-26\|64.05\|-7.04\|68.22\|68.22\|63.28\|45570;2026-06-29\|62.68\|-2.14\|64.05\|64.30\|59.78\|79334;2026-06-30\|63.36\|1.08\|62.03\|66.77\|62.03\|53101;2026-07-01\|65.36\|3.16\|62.80\|66.63\|62.02\|46646;2026-07-02\|66.21\|1.30\|64.00\|66.86\|62.98\|53717;2026-07-03\|66.20\|-0.02\|67.32\|68.20\|64.32\|44675;2026-07-06\|63.14\|-4.62\|66.69\|68.19\|63.00\|40260;2026-07-07\|61.44\|-2.69\|62.03\|64.19\|60.20\|31342;2026-07-08\|61.70\|0.42\|61.60\|62.67\|59.85\|20613;2026-07-09\|59.00\|-3.91\|61.40\|61.42\|58.21\|28634;2026-07-10\|59.01\|0.02\|58.85\|62.09\|58.14\|23074
114816	机构测算GB300 NVL72对应超级电容需求约1500-1800万个	超级电容炭+AI算力上游+新能源碳材料 1、据2026年4月29日互动易，公司超级电容炭已达产并实现稳定销售，AI算力发展扩大了超级电容炭的需求。 2、据2026年4月27日业绩说明会，公司2025年新能源碳材料业务占营业总收入约5%；据2026年4月28日互动易，公司新能源碳材料业务预计2026年将保持较快增长速度，且“年产2,000吨多孔碳建设项目”正在有序推进中。 3、据2026年4月16日年度报告，公司是国内木质活性炭行业领军企业，主营业务包括活性炭、硅酸钠、硅胶、白炭黑四大业务板块，2025年实现营业收入1,904,279,005.37元。	公司超级电容炭已达产并实现稳定销售，AI算力发展扩大了超级电容炭的需求	2026-03-03\|16.43\|-3.81\|17.09\|17.18\|16.30\|113443;2026-03-04\|16.22\|-1.28\|16.14\|16.52\|16.09\|74568;2026-03-05\|16.49\|1.66\|16.50\|16.74\|16.38\|90255;2026-03-06\|16.94\|2.73\|16.41\|17.26\|16.34\|94701;2026-03-09\|16.75\|-1.12\|16.70\|16.91\|16.38\|72100;2026-03-10\|17.12\|2.21\|16.88\|17.24\|16.78\|85111;2026-03-11\|17.16\|0.23\|17.15\|17.32\|17.09\|81460;2026-03-12\|17.27\|0.64\|17.22\|17.37\|17.05\|66337;2026-03-13\|17.21\|-0.35\|17.25\|17.54\|17.10\|89597;2026-03-16\|17.08\|-0.76\|16.93\|17.22\|16.92\|63876;2026-03-17\|16.44\|-3.75\|17.13\|17.19\|16.39\|99738;2026-03-18\|16.95\|3.10\|16.50\|16.99\|16.50\|81914;2026-03-19\|16.92\|-0.18\|16.88\|17.12\|16.80\|77197;2026-03-20\|16.35\|-3.37\|16.97\|17.05\|16.32\|85860;2026-03-23\|15.66\|-4.22\|16.10\|16.23\|15.53\|150008;2026-03-24\|15.89\|1.47\|15.90\|15.98\|15.43\|84850;2026-03-25\|16.29\|2.52\|15.84\|16.30\|15.73\|60492;2026-03-26\|16.11\|-1.10\|16.22\|16.55\|16.00\|54352;2026-03-27\|16.69\|3.60\|15.85\|16.74\|15.81\|104635;2026-03-30\|16.29\|-2.40\|16.50\|16.73\|16.05\|99123;2026-03-31\|15.85\|-2.70\|16.19\|16.29\|15.79\|64128;2026-04-01\|16.13\|1.77\|16.08\|16.19\|15.93\|55012;2026-04-02\|16.04\|-0.56\|16.06\|16.20\|15.89\|50807;2026-04-03\|15.72\|-2.00\|16.00\|16.11\|15.68\|55776;2026-04-07\|16.65\|5.92\|15.82\|16.67\|15.75\|118293;2026-04-08\|16.93\|1.68\|16.79\|16.97\|16.56\|85796;2026-04-09\|16.88\|-0.30\|16.92\|17.14\|16.77\|65592;2026-04-10\|16.91\|0.18\|16.92\|17.11\|16.90\|48756;2026-04-13\|17.17\|1.54\|16.91\|17.29\|16.85\|80692;2026-04-14\|17.37\|1.16\|17.26\|17.48\|17.03\|86364;2026-04-15\|17.11\|-1.50\|17.27\|17.41\|17.10\|63700;2026-04-16\|17.04\|-0.41\|17.01\|17.14\|16.91\|65268;2026-04-17\|17.48\|2.58\|17.06\|17.62\|16.81\|166221;2026-04-20\|17.47\|-0.06\|17.36\|17.79\|17.28\|132602;2026-04-21\|17.60\|0.74\|17.47\|17.95\|17.27\|127119;2026-04-22\|17.89\|1.65\|18.03\|18.27\|17.62\|232426;2026-04-23\|17.32\|-3.19\|17.80\|17.85\|17.26\|158644;2026-04-24\|17.83\|2.94\|17.41\|18.28\|17.28\|199121;2026-04-27\|17.81\|-0.11\|17.60\|18.08\|16.92\|169253;2026-04-28\|17.77\|-0.22\|17.71\|18.28\|17.62\|149436;2026-04-29\|18.25\|2.70\|17.58\|18.45\|17.44\|194395;2026-04-30\|17.82\|-2.36\|18.26\|18.71\|17.82\|146455;2026-05-06\|18.00\|1.01\|17.89\|18.13\|17.75\|132629;2026-05-07\|18.25\|1.39\|18.00\|18.49\|17.88\|134076;2026-05-08\|17.97\|-1.53\|18.06\|18.50\|17.85\|140360;2026-05-11\|18.48\|2.84\|18.00\|18.79\|17.95\|204132;2026-05-12\|17.81\|-3.63\|18.50\|18.50\|17.77\|145445;2026-05-13\|17.89\|0.45\|17.71\|18.32\|17.50\|119694;2026-05-14\|17.90\|0.06\|17.95\|18.17\|17.34\|166046;2026-05-15\|17.89\|-0.06\|18.01\|18.42\|17.72\|134589;2026-05-18\|17.90\|0.06\|17.76\|18.02\|17.52\|77525;2026-05-19\|17.76\|-0.78\|18.00\|18.24\|17.51\|90001;2026-05-20\|20.32\|14.41\|17.70\|21.20\|17.60\|642912;2026-05-21\|19.10\|-6.00\|20.13\|20.38\|19.02\|395263;2026-05-22\|22.92\|20.00\|19.67\|22.92\|19.51\|614519;2026-05-25\|22.45\|-2.05\|25.08\|25.87\|22.00\|625321;2026-05-26\|21.66\|-3.52\|22.37\|22.48\|20.32\|484730;2026-05-27\|23.60\|8.96\|21.67\|24.03\|21.67\|570403;2026-05-28\|26.38\|11.78\|24.39\|27.68\|24.24\|664583;2026-05-29\|27.05\|2.54\|27.40\|28.92\|25.41\|849306;2026-06-01\|27.39\|1.26\|27.09\|29.50\|27.09\|684201;2026-06-02\|26.92\|-1.72\|26.50\|28.40\|25.68\|633652;2026-06-03\|26.48\|-1.63\|26.10\|27.79\|25.13\|612200;2026-06-04\|28.26\|6.72\|26.49\|28.49\|25.90\|742046;2026-06-05\|25.93\|-8.24\|26.84\|27.49\|25.51\|637510;2026-06-08\|23.37\|-9.87\|24.08\|24.96\|23.07\|533685;2026-06-09\|24.51\|4.88\|23.90\|25.28\|22.85\|438265;2026-06-10\|25.25\|3.02\|24.52\|27.58\|24.52\|529192;2026-06-11\|24.90\|-1.39\|24.82\|26.15\|24.14\|399671;2026-06-12\|23.28\|-6.51\|25.36\|25.76\|23.00\|493327;2026-06-15\|25.88\|11.17\|23.71\|26.08\|23.60\|464981;2026-06-16\|26.27\|1.51\|25.63\|26.73\|25.50\|447902;2026-06-17\|27.97\|6.47\|25.81\|28.75\|25.68\|594542;2026-06-18\|28.66\|2.47\|27.88\|30.20\|27.50\|563814;2026-06-22\|29.05\|1.36\|29.10\|30.16\|27.93\|513792;2026-06-23\|29.08\|0.10\|28.30\|30.24\|28.00\|424437;2026-06-24\|31.85\|9.53\|28.66\|32.13\|27.70\|512124;2026-06-25\|33.28\|4.49\|33.51\|35.72\|33.03\|559503;2026-06-26\|30.71\|-7.72\|32.99\|33.10\|30.71\|380639;2026-06-29\|28.99\|-5.60\|31.95\|32.77\|28.01\|494175;2026-06-30\|29.22\|0.79\|29.21\|29.28\|27.85\|410123;2026-07-01\|31.51\|7.84\|29.47\|32.10\|27.93\|578798;2026-07-02\|32.10\|1.87\|29.39\|33.90\|28.75\|556531;2026-07-03\|29.86\|-6.98\|31.60\|32.18\|29.26\|378269;2026-07-06\|28.27\|-5.32\|30.11\|30.50\|27.80\|294515;2026-07-07\|26.26\|-7.11\|28.11\|28.50\|26.00\|309083;2026-07-08\|24.59\|-6.36\|26.45\|26.45\|24.50\|280853;2026-07-09\|24.88\|1.59\|24.90\|26.19\|23.24\|322749;2026-07-10\|23.24\|-6.59\|25.02\|25.77\|23.24\|304857
114815	机构测算GB300 NVL72对应超级电容需求约1500-1800万个	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
114814		涨停揭秘：主基地位于上海浦东/虹桥双机场，受益长三角出行回暖及国际航班时刻资源倾斜；涨停缘由：上海口岸出入境客流恢复领先全国；免税牌照协同效应明确；控股股东东航集团推进专业化整合预期升温；资金逻辑：沪股通持股比例连续两季度提升，游资借势板块热度参与短线博弈，换手率阶段性放大；风险提示：2025年扣非净利润同比仅增1.75%，主业盈利质量改善尚需时间验证，汇兑损失存在不确定性	三大国有骨干航空运输集团之一，主基地位于上海浦东、虹桥	2026-03-03\|5.42\|-2.34\|5.48\|5.55\|5.28\|2229453;2026-03-04\|5.23\|-3.51\|5.34\|5.47\|5.20\|1583742;2026-03-05\|5.09\|-2.68\|5.28\|5.31\|5.03\|1759382;2026-03-06\|5.12\|0.59\|5.06\|5.15\|4.92\|1957718;2026-03-09\|4.83\|-5.66\|4.87\|4.88\|4.62\|4898211;2026-03-10\|4.86\|0.62\|5.03\|5.09\|4.84\|2972594;2026-03-11\|4.76\|-2.06\|4.93\|4.93\|4.70\|2343145;2026-03-12\|4.69\|-1.47\|4.68\|4.76\|4.62\|2151443;2026-03-13\|4.70\|0.21\|4.66\|4.75\|4.60\|2209884;2026-03-16\|4.68\|-0.43\|4.70\|4.74\|4.55\|2780992;2026-03-17\|4.74\|1.28\|4.67\|4.88\|4.66\|3760162;2026-03-18\|4.68\|-1.27\|4.79\|4.81\|4.64\|1997027;2026-03-19\|4.41\|-5.77\|4.60\|4.60\|4.39\|2720284;2026-03-20\|4.33\|-1.81\|4.48\|4.54\|4.31\|1882072;2026-03-23\|4.03\|-6.93\|4.24\|4.26\|4.02\|3190341;2026-03-24\|4.18\|3.72\|4.16\|4.24\|4.11\|2755932;2026-03-25\|4.38\|4.78\|4.33\|4.45\|4.31\|3304001;2026-03-26\|4.31\|-1.60\|4.34\|4.49\|4.27\|2357179;2026-03-27\|4.35\|0.93\|4.27\|4.43\|4.26\|1672322;2026-03-30\|4.35\|0.00\|4.23\|4.39\|4.19\|1761071;2026-03-31\|4.25\|-2.30\|4.35\|4.43\|4.25\|1558214;2026-04-01\|4.54\|6.82\|4.45\|4.60\|4.37\|3088514;2026-04-02\|4.37\|-3.74\|4.46\|4.49\|4.28\|2401009;2026-04-03\|4.29\|-1.83\|4.34\|4.36\|4.23\|1566755;2026-04-07\|4.24\|-1.17\|4.25\|4.28\|4.19\|1128821;2026-04-08\|4.66\|9.91\|4.58\|4.66\|4.57\|2341324;2026-04-09\|4.61\|-1.07\|4.53\|4.71\|4.53\|2836451;2026-04-10\|4.45\|-3.47\|4.64\|4.73\|4.44\|2573744;2026-04-13\|4.42\|-0.67\|4.34\|4.43\|4.33\|1603796;2026-04-14\|4.42\|0.00\|4.49\|4.53\|4.33\|2065043;2026-04-15\|4.42\|0.00\|4.54\|4.62\|4.39\|3083431;2026-04-16\|4.42\|0.00\|4.44\|4.50\|4.40\|2135054;2026-04-17\|4.41\|-0.23\|4.40\|4.43\|4.36\|1827157;2026-04-20\|4.59\|4.08\|4.41\|4.62\|4.39\|3432203;2026-04-21\|4.63\|0.87\|4.52\|4.67\|4.51\|2217707;2026-04-22\|4.59\|-0.86\|4.58\|4.64\|4.53\|1497930;2026-04-23\|4.46\|-2.83\|4.55\|4.56\|4.41\|1787097;2026-04-24\|4.42\|-0.90\|4.41\|4.47\|4.39\|1238335;2026-04-27\|4.36\|-1.36\|4.38\|4.40\|4.29\|1418087;2026-04-28\|4.32\|-0.92\|4.33\|4.35\|4.28\|1318960;2026-04-29\|4.36\|0.93\|4.30\|4.37\|4.27\|1177820;2026-04-30\|4.32\|-0.92\|4.35\|4.40\|4.26\|2547312;2026-05-06\|4.42\|2.31\|4.37\|4.48\|4.32\|2600062;2026-05-07\|4.53\|2.49\|4.60\|4.70\|4.46\|3057124;2026-05-08\|4.61\|1.77\|4.47\|4.69\|4.45\|3234241;2026-05-11\|4.52\|-1.95\|4.52\|4.56\|4.48\|1924973;2026-05-12\|4.44\|-1.77\|4.51\|4.57\|4.41\|2036994;2026-05-13\|4.51\|1.58\|4.42\|4.51\|4.37\|1872420;2026-05-14\|4.34\|-3.77\|4.49\|4.51\|4.34\|1680373;2026-05-15\|4.13\|-4.84\|4.33\|4.34\|4.10\|3101599;2026-05-18\|4.06\|-1.69\|4.06\|4.07\|3.99\|2178110;2026-05-19\|4.15\|2.22\|4.07\|4.16\|4.06\|1728376;2026-05-20\|4.12\|-0.72\|4.11\|4.12\|4.04\|1401589;2026-05-21\|4.21\|2.18\|4.22\|4.37\|4.17\|2996361;2026-05-22\|4.14\|-1.66\|4.23\|4.23\|4.11\|1876026;2026-05-25\|4.40\|6.28\|4.30\|4.53\|4.29\|3852733;2026-05-26\|4.44\|0.91\|4.36\|4.51\|4.36\|2682683;2026-05-27\|4.31\|-2.93\|4.40\|4.42\|4.28\|2400140;2026-05-28\|4.28\|-0.70\|4.34\|4.43\|4.24\|1974677;2026-05-29\|4.39\|2.57\|4.36\|4.54\|4.35\|3038911;2026-06-01\|4.28\|-2.51\|4.31\|4.36\|4.20\|2214900;2026-06-02\|4.17\|-2.57\|4.21\|4.24\|4.13\|2688137;2026-06-03\|4.01\|-3.84\|4.10\|4.14\|4.00\|2870701;2026-06-04\|3.97\|-1.00\|4.01\|4.04\|3.95\|2466067;2026-06-05\|3.96\|-0.25\|4.01\|4.07\|3.92\|2389433;2026-06-08\|3.75\|-5.30\|3.84\|3.84\|3.71\|3011559;2026-06-09\|3.81\|1.60\|3.78\|3.85\|3.75\|2219208;2026-06-10\|3.83\|0.52\|3.76\|3.84\|3.75\|1793866;2026-06-11\|3.70\|-3.39\|3.75\|3.75\|3.66\|1938831;2026-06-12\|3.90\|5.41\|3.83\|3.93\|3.82\|3193687;2026-06-15\|4.12\|5.64\|4.14\|4.27\|4.08\|4171371;2026-06-16\|4.03\|-2.18\|4.11\|4.12\|4.01\|2480461;2026-06-17\|4.08\|1.24\|4.12\|4.13\|4.02\|2410998;2026-06-18\|3.92\|-3.92\|4.05\|4.10\|3.90\|2541586;2026-06-22\|3.92\|0.00\|3.84\|3.94\|3.75\|2881018;2026-06-23\|3.83\|-2.30\|3.91\|3.96\|3.81\|1875819;2026-06-24\|3.88\|1.31\|3.84\|3.98\|3.78\|2228646;2026-06-25\|4.15\|6.96\|3.99\|4.24\|3.98\|4668164;2026-06-26\|4.05\|-2.41\|4.09\|4.14\|4.05\|2483815;2026-06-29\|3.95\|-2.47\|4.01\|4.05\|3.88\|2124590;2026-06-30\|3.81\|-3.54\|3.92\|3.93\|3.76\|3168746;2026-07-01\|3.93\|3.15\|3.79\|3.96\|3.74\|2580209;2026-07-02\|3.86\|-1.78\|3.98\|4.00\|3.84\|2270768;2026-07-03\|3.80\|-1.55\|3.86\|3.90\|3.78\|2166833;2026-07-06\|3.85\|1.32\|3.80\|3.89\|3.77\|2347772;2026-07-07\|3.74\|-2.86\|3.81\|3.83\|3.72\|2478601;2026-07-08\|3.67\|-1.87\|3.67\|3.71\|3.62\|2237215;2026-07-09\|3.61\|-1.63\|3.61\|3.63\|3.54\|2425681;2026-07-10\|3.66\|1.39\|3.61\|3.70\|3.58\|1698344
114813		涨停揭秘：国际原油期货暴跌叠加2月国际运力环比增30.75%、客座率达93.53%，免税牌照协同催化；涨停缘由：燃油成本下降直接增厚利润；国际航线快速恢复带动收入弹性；参股春秋中免免税业务提供第二增长曲线；资金逻辑：主力资金短期博弈航司盈利拐点，叠加股东户数单季翻倍至3.44万户，筹码交换活跃；风险提示：Q1扣非净利润同比高增但全年成长性承压，2025年扣非净利同比仅增1.75%，国际地缘风险扰动持续	国内低成本航空绝对龙头；上海春秋中免免税品有限公司是公司参股49%的子公司，春秋中免可以在公司经上海航空口岸进出境的国际航班上设立运输工具免税商店，开展免税品销售业务	2026-03-03\|51.34\|-2.54\|52.87\|53.32\|51.00\|99642;2026-03-04\|50.32\|-1.99\|51.05\|51.58\|50.05\|76056;2026-03-05\|49.72\|-1.19\|51.00\|51.00\|49.27\|89242;2026-03-06\|50.36\|1.29\|49.81\|50.51\|49.55\|65447;2026-03-09\|47.60\|-5.48\|48.63\|48.63\|46.57\|265489;2026-03-10\|48.96\|2.86\|49.90\|50.20\|48.70\|121767;2026-03-11\|48.73\|-0.47\|49.25\|50.00\|48.68\|91107;2026-03-12\|48.39\|-0.70\|48.12\|48.81\|47.80\|75754;2026-03-13\|48.20\|-0.39\|48.01\|48.65\|47.72\|74242;2026-03-16\|48.26\|0.12\|48.16\|48.64\|47.75\|77970;2026-03-17\|48.14\|-0.25\|48.60\|49.59\|48.07\|97648;2026-03-18\|48.60\|0.96\|48.50\|48.76\|48.11\|54343;2026-03-19\|47.21\|-2.86\|47.78\|47.82\|46.84\|87367;2026-03-20\|46.65\|-1.19\|47.50\|47.71\|46.60\|59641;2026-03-23\|43.66\|-6.41\|45.99\|46.00\|43.08\|143242;2026-03-24\|44.00\|0.78\|44.46\|45.29\|43.18\|144168;2026-03-25\|45.90\|4.32\|45.10\|46.14\|44.43\|153253;2026-03-26\|46.18\|0.61\|45.40\|47.19\|45.12\|128229;2026-03-27\|46.38\|0.43\|45.85\|47.01\|45.68\|84398;2026-03-30\|46.23\|-0.32\|45.50\|46.64\|45.05\|75500;2026-03-31\|46.20\|-0.06\|46.24\|47.68\|46.19\|85527;2026-04-01\|47.73\|3.31\|47.70\|47.94\|47.05\|81452;2026-04-02\|47.28\|-0.94\|47.11\|47.95\|46.58\|58120;2026-04-03\|46.34\|-1.99\|47.28\|47.35\|46.20\|39730;2026-04-07\|45.81\|-1.14\|46.40\|46.40\|45.50\|41721;2026-04-08\|48.65\|6.20\|48.38\|49.50\|48.25\|147399;2026-04-09\|47.58\|-2.20\|47.74\|47.88\|46.89\|81403;2026-04-10\|47.14\|-0.92\|47.73\|47.79\|46.99\|58440;2026-04-13\|46.53\|-1.29\|46.51\|47.13\|46.31\|61554;2026-04-14\|47.40\|1.87\|46.98\|47.51\|46.03\|75773;2026-04-15\|47.75\|0.74\|48.30\|48.48\|47.66\|69549;2026-04-16\|47.72\|-0.06\|47.99\|48.49\|47.65\|56834;2026-04-17\|47.43\|-0.61\|47.51\|47.68\|47.18\|31659;2026-04-20\|48.62\|2.51\|47.65\|48.79\|47.60\|69104;2026-04-21\|48.70\|0.16\|48.50\|49.05\|48.12\|42303;2026-04-22\|48.26\|-0.90\|48.35\|48.89\|48.18\|46241;2026-04-23\|48.20\|-0.12\|48.01\|48.39\|47.72\|51863;2026-04-24\|48.22\|0.04\|48.19\|48.30\|47.68\|32820;2026-04-27\|47.83\|-0.81\|47.88\|48.16\|47.70\|38633;2026-04-28\|46.75\|-2.26\|47.88\|47.88\|46.52\|59340;2026-04-29\|47.20\|0.96\|46.45\|47.35\|46.45\|51340;2026-04-30\|47.18\|-0.04\|47.92\|48.20\|46.82\|85220;2026-05-06\|47.17\|-0.02\|47.68\|47.93\|46.92\|75508;2026-05-07\|47.91\|1.57\|48.00\|48.59\|47.60\|89546;2026-05-08\|47.93\|0.04\|47.60\|48.88\|47.44\|93177;2026-05-11\|46.90\|-2.15\|47.51\|47.52\|46.80\|93369;2026-05-12\|46.48\|-0.90\|46.80\|47.05\|46.40\|55967;2026-05-13\|46.41\|-0.15\|46.28\|46.62\|46.02\|53271;2026-05-14\|45.95\|-0.99\|46.45\|46.68\|45.89\|51222;2026-05-15\|45.26\|-1.50\|46.00\|46.08\|45.13\|46737;2026-05-18\|44.26\|-2.21\|45.00\|45.00\|43.81\|65280;2026-05-19\|45.58\|2.98\|44.26\|45.68\|44.26\|61623;2026-05-20\|45.59\|0.02\|45.50\|45.63\|44.75\|40786;2026-05-21\|47.82\|4.89\|46.45\|48.30\|46.08\|155105;2026-05-22\|46.43\|-2.91\|47.32\|47.65\|46.30\|94899;2026-05-25\|48.36\|4.16\|48.00\|49.35\|47.60\|159895;2026-05-26\|48.14\|-0.45\|48.10\|48.92\|47.76\|84009;2026-05-27\|48.26\|0.25\|47.99\|48.62\|47.28\|83003;2026-05-28\|47.90\|-0.75\|48.61\|49.36\|47.64\|102296;2026-05-29\|49.00\|2.30\|48.46\|49.91\|48.46\|136432;2026-06-01\|48.38\|-1.27\|48.50\|49.25\|47.75\|80087;2026-06-02\|47.35\|-2.13\|47.77\|47.79\|46.80\|106873;2026-06-03\|45.82\|-3.23\|46.86\|46.87\|45.67\|87253;2026-06-04\|45.65\|-0.37\|46.00\|46.38\|45.35\|78124;2026-06-05\|45.90\|0.55\|46.00\|46.53\|45.70\|57264;2026-06-08\|43.80\|-4.58\|44.89\|45.28\|43.63\|102703;2026-06-09\|44.80\|2.28\|44.33\|44.96\|44.18\|57298;2026-06-10\|45.15\|0.78\|44.67\|45.40\|44.40\|53895;2026-06-11\|44.00\|-2.55\|44.19\|44.49\|43.69\|78534;2026-06-12\|45.55\|3.52\|44.88\|45.68\|44.70\|117623;2026-06-15\|48.41\|6.28\|47.50\|49.65\|47.35\|238411;2026-06-16\|47.05\|-2.81\|48.39\|48.60\|46.75\|116683;2026-06-17\|47.06\|0.02\|47.80\|48.01\|46.88\|106798;2026-06-18\|45.76\|-2.76\|46.78\|46.81\|44.92\|133349;2026-06-22\|46.04\|0.61\|45.74\|46.06\|44.12\|115558;2026-06-23\|45.89\|-0.33\|46.05\|46.98\|45.78\|109647;2026-06-24\|45.78\|-0.24\|46.29\|47.60\|45.56\|108689;2026-06-25\|47.50\|3.76\|46.78\|48.36\|46.69\|172798;2026-06-26\|47.28\|-0.46\|46.88\|47.98\|46.40\|100725;2026-06-29\|47.36\|0.17\|46.96\|47.86\|45.95\|122817;2026-06-30\|45.58\|-3.76\|47.77\|48.09\|45.08\|131641;2026-07-01\|47.22\|3.60\|45.41\|47.40\|44.95\|111020;2026-07-02\|46.77\|-0.95\|47.49\|48.28\|46.56\|64434;2026-07-03\|46.72\|-0.11\|46.99\|47.40\|46.48\|65034;2026-07-06\|47.89\|2.50\|47.11\|48.66\|46.70\|105743;2026-07-07\|47.20\|-1.44\|47.80\|48.41\|47.08\|75664;2026-07-08\|46.85\|-0.74\|46.26\|47.68\|46.05\|76900;2026-07-09\|45.86\|-2.11\|46.30\|46.47\|45.24\|88924;2026-07-10\|46.03\|0.37\|46.00\|46.50\|45.38\|76835
114812		涨停揭秘：华盛锂电VC产能全球领先，2026年扩产2-3万吨计划落地在即，叠加固态电池对高性能添加剂需求提升，资金抢筹；涨停缘由：公司VC现有产能1.5万吨，位居全球前列；2026年扩产规划明确，有望成为下一代电解液核心供应商；固态电池产业化提速强化VC不可替代性；资金逻辑：当日主力资金净流入3.6亿元，机构席位买入占比达4.1%，融资余额周增幅达19%，显示产业资本与杠杆资金同步加码；风险提示：VC价格处于历史低位，扩产或加剧短期供需失衡；固态电池量产时间表仍存不确定性	公司拥有VC产能1.5万吨，明年扩产2-3万吨	2026-03-03\|104.33\|-3.56\|107.90\|109.46\|104.00\|50753;2026-03-04\|103.96\|-0.35\|102.00\|106.49\|102.00\|27878;2026-03-05\|104.82\|0.83\|105.93\|108.59\|103.61\|37936;2026-03-06\|104.48\|-0.32\|104.00\|106.32\|103.51\|29051;2026-03-09\|108.05\|3.42\|102.00\|109.45\|101.22\|55192;2026-03-10\|107.98\|-0.06\|108.70\|111.46\|107.15\|41948;2026-03-11\|114.22\|5.78\|106.50\|115.96\|106.37\|98647;2026-03-12\|111.45\|-2.43\|112.65\|116.08\|110.51\|63198;2026-03-13\|113.01\|1.40\|111.73\|118.32\|110.58\|82716;2026-03-16\|117.80\|4.24\|113.06\|119.88\|113.05\|81113;2026-03-17\|110.48\|-6.21\|115.80\|118.50\|110.08\|70328;2026-03-18\|108.31\|-1.96\|110.00\|111.11\|104.50\|57139;2026-03-19\|100.83\|-6.91\|112.00\|112.00\|100.39\|71736;2026-03-20\|103.53\|2.68\|101.36\|107.00\|101.01\|70198;2026-03-23\|98.81\|-4.56\|100.02\|105.48\|97.00\|56883;2026-03-24\|109.71\|11.03\|102.98\|112.00\|102.00\|110387;2026-03-25\|111.28\|1.43\|107.01\|112.45\|106.06\|85121;2026-03-26\|119.89\|7.74\|109.89\|128.17\|109.89\|158873;2026-03-27\|131.69\|9.84\|120.00\|137.89\|119.80\|179655;2026-03-30\|130.78\|-0.69\|131.00\|134.00\|125.20\|124349;2026-03-31\|120.50\|-7.86\|127.47\|129.48\|120.46\|106973;2026-04-01\|121.60\|0.91\|122.78\|123.96\|116.00\|95301;2026-04-02\|119.80\|-1.48\|119.98\|124.37\|118.21\|74221;2026-04-03\|112.06\|-6.46\|116.37\|118.50\|109.20\|94234;2026-04-07\|112.70\|0.57\|112.50\|114.25\|111.00\|45828;2026-04-08\|115.50\|2.48\|113.90\|115.79\|112.00\|69758;2026-04-09\|117.45\|1.69\|115.95\|120.00\|112.02\|65949;2026-04-10\|121.30\|3.28\|117.00\|123.67\|116.98\|73181;2026-04-13\|125.30\|3.30\|119.40\|126.88\|118.30\|83847;2026-04-14\|135.00\|7.74\|127.00\|140.00\|122.57\|113876;2026-04-15\|123.00\|-8.89\|131.13\|131.14\|122.30\|104967;2026-04-16\|124.62\|1.32\|123.00\|128.21\|122.30\|67008;2026-04-17\|124.83\|0.17\|123.50\|127.99\|123.10\|68715;2026-04-20\|124.99\|0.13\|123.90\|125.80\|122.27\|51106;2026-04-21\|128.30\|2.65\|125.36\|129.99\|123.25\|74634;2026-04-22\|127.26\|-0.81\|126.50\|129.88\|124.88\|66100;2026-04-23\|115.77\|-9.03\|122.00\|123.42\|115.39\|86305;2026-04-24\|119.92\|3.58\|115.77\|120.88\|114.10\|56063;2026-04-27\|121.01\|0.91\|117.00\|122.48\|117.00\|52713;2026-04-28\|116.47\|-3.75\|122.77\|122.80\|116.10\|58204;2026-04-29\|125.88\|8.08\|115.99\|127.25\|114.78\|106653;2026-04-30\|109.95\|-12.65\|110.77\|117.00\|108.80\|139226;2026-05-06\|113.30\|3.05\|109.95\|114.35\|108.00\|89408;2026-05-07\|109.90\|-3.00\|113.30\|114.49\|109.00\|89850;2026-05-08\|105.50\|-4.00\|110.13\|113.20\|104.40\|90138;2026-05-11\|107.31\|1.72\|106.01\|107.64\|104.74\|56685;2026-05-12\|104.60\|-2.53\|107.24\|107.24\|103.03\|59286;2026-05-13\|104.81\|0.20\|104.00\|105.16\|102.77\|52370;2026-05-14\|100.66\|-3.96\|104.80\|104.88\|100.66\|53736;2026-05-15\|101.96\|1.29\|101.32\|104.51\|100.80\|52896;2026-05-18\|100.94\|-1.00\|102.08\|102.30\|98.00\|37179;2026-05-19\|98.29\|-2.63\|101.01\|101.48\|96.80\|46632;2026-05-20\|100.18\|1.92\|98.29\|101.93\|96.31\|44888;2026-05-21\|94.80\|-5.37\|100.50\|102.45\|94.44\|53690;2026-05-22\|95.51\|0.75\|95.00\|95.73\|92.30\|34221;2026-05-25\|92.24\|-3.42\|95.45\|95.60\|91.35\|48068;2026-05-26\|90.86\|-1.50\|91.80\|93.05\|89.64\|44290;2026-05-27\|89.20\|-1.83\|91.58\|91.97\|88.13\|37116;2026-05-28\|88.44\|-0.85\|88.88\|90.00\|85.38\|45796;2026-05-29\|85.04\|-3.84\|88.40\|90.60\|84.74\|41401;2026-06-01\|86.20\|1.36\|86.79\|88.28\|85.80\|34308;2026-06-02\|84.22\|-2.30\|88.00\|88.03\|81.60\|33141;2026-06-03\|83.43\|-0.94\|84.00\|85.84\|82.63\|33504;2026-06-04\|81.62\|-2.17\|82.93\|83.36\|81.18\|34815;2026-06-05\|82.73\|1.36\|81.90\|84.80\|79.56\|46490;2026-06-08\|79.75\|-3.60\|80.52\|83.88\|78.52\|36079;2026-06-09\|82.71\|3.71\|80.98\|83.75\|79.45\|37316;2026-06-10\|80.21\|-3.02\|81.00\|83.00\|79.73\|34364;2026-06-11\|81.24\|1.28\|80.13\|83.56\|79.01\|43622;2026-06-12\|94.07\|15.79\|81.79\|94.68\|81.24\|116382;2026-06-15\|107.80\|14.60\|96.88\|108.87\|94.88\|158018;2026-06-16\|109.41\|1.49\|107.00\|111.51\|103.50\|115271;2026-06-17\|116.80\|6.75\|108.40\|119.60\|108.01\|121403;2026-06-18\|119.27\|2.11\|116.42\|122.00\|114.08\|155269;2026-06-22\|122.12\|2.39\|120.00\|123.00\|114.30\|150878;2026-06-23\|120.20\|-1.57\|118.50\|126.00\|118.50\|120480;2026-06-24\|119.88\|-0.27\|126.00\|128.00\|112.20\|126209;2026-06-25\|118.50\|-1.15\|117.49\|122.00\|116.60\|94465;2026-06-26\|109.99\|-7.18\|118.49\|119.50\|109.81\|90290;2026-06-29\|114.24\|3.86\|109.01\|116.89\|106.98\|86096;2026-06-30\|116.07\|1.60\|112.00\|118.78\|111.11\|71356;2026-07-01\|117.84\|1.52\|115.87\|122.87\|114.00\|93337;2026-07-02\|118.15\|0.26\|118.96\|121.50\|113.51\|79781;2026-07-03\|113.02\|-4.34\|117.90\|120.66\|112.88\|73838;2026-07-06\|108.72\|-3.80\|113.00\|116.58\|108.00\|61482;2026-07-07\|106.50\|-2.04\|111.66\|116.55\|104.85\|63026;2026-07-08\|98.00\|-7.98\|106.09\|107.41\|98.00\|73244;2026-07-09\|98.38\|0.39\|97.05\|99.17\|93.03\|65571;2026-07-10\|93.72\|-4.74\|97.92\|99.95\|93.60\|5669189
114811		碳化硅+有机硅+硅基新材料行业原因： 1、据科创板日报6月15日报道，韩国政府正式启动“超级创新经济项目”，计划投入5000亿韩元集中攻关碳化硅、氮化镓等下一代功率半导体技术，目标2030年实现产能自给率翻倍。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月4日互动易，公司碳化硅产品在关键技术指标方面已追赶上国际龙头企业水平。6/8英寸碳化硅衬底已全面量产，良率和质量均处于行业前列，12英寸碳化硅衬底研发顺利，已推进送样，光学用8/12英寸衬底研发也取得突破；公司在高端碳化硅粉料领域持续深耕，高纯导电型和高纯半绝缘型粉料成为市场标杆产品，高纯陶瓷粉料和热喷涂粉料成功研发。 2、据2026年4月17日年报，公司是我国硅基新材料行业中业务链最完整、生产规模最大的企业之一，截至2025年末工业硅产能122万吨/年，有机硅单体产能173万吨/年；2026年公司将适度收缩光伏业务投入，更加聚焦硅基主业，加速氨基硅油及有机硅乳液等高端产品市场推广。 3、据2026年6月10日互动易，在光纤制造领域，自2022年起公司已向国内核心光纤企业实现稳定供货，其D4产品作为光纤制造原料广泛应用。	1、公司6/8英寸碳化硅衬底已全面量产，良率和质量均处于行业前列，12英寸碳化硅衬底研发顺利并已推进送样，关键技术指标追赶上国际龙头企业水平； 2、我国硅基新材料行业中业务链最完整、生产规模最大的企业之一，工业硅产能国内排名第一，有机硅产能排名第三；公司拥有工业硅产能73万吨（市占率约为25%）	2026-03-03\|48.97\|-3.39\|50.69\|51.10\|48.81\|111999;2026-03-04\|48.20\|-1.57\|48.01\|49.26\|47.91\|86558;2026-03-05\|48.03\|-0.35\|49.00\|49.20\|47.87\|79064;2026-03-06\|48.76\|1.52\|47.78\|48.77\|47.24\|72245;2026-03-09\|47.82\|-1.93\|48.10\|48.23\|47.16\|90304;2026-03-10\|47.99\|0.36\|48.32\|48.50\|47.57\|74805;2026-03-11\|48.80\|1.69\|47.91\|49.17\|47.51\|88578;2026-03-12\|48.85\|0.10\|48.66\|49.28\|48.08\|70528;2026-03-13\|49.03\|0.37\|48.98\|50.37\|48.86\|101425;2026-03-16\|49.48\|0.92\|49.05\|49.96\|48.99\|83011;2026-03-17\|48.14\|-2.71\|49.26\|49.86\|48.13\|73153;2026-03-18\|47.87\|-0.56\|48.14\|48.32\|47.19\|51623;2026-03-19\|45.74\|-4.45\|47.39\|47.47\|45.50\|100863;2026-03-20\|44.60\|-2.49\|45.75\|46.20\|44.60\|85230;2026-03-23\|42.25\|-5.27\|43.99\|44.12\|42.03\|106841;2026-03-24\|42.33\|0.19\|42.83\|43.01\|40.84\|78976;2026-03-25\|42.38\|0.12\|42.41\|43.16\|41.99\|83581;2026-03-26\|40.99\|-3.28\|42.01\|42.22\|40.91\|90382;2026-03-27\|42.14\|2.81\|40.34\|42.26\|40.17\|65798;2026-03-30\|41.53\|-1.45\|41.60\|42.20\|40.97\|45910;2026-03-31\|40.46\|-2.58\|41.54\|41.86\|40.25\|55057;2026-04-01\|40.99\|1.31\|41.09\|41.16\|40.46\|42676;2026-04-02\|39.74\|-3.05\|40.71\|40.90\|39.40\|61689;2026-04-03\|39.11\|-1.59\|39.74\|39.90\|38.41\|74080;2026-04-07\|43.02\|10.00\|40.00\|43.02\|40.00\|124584;2026-04-08\|43.42\|0.93\|44.00\|44.00\|42.83\|166343;2026-04-09\|42.12\|-2.99\|42.80\|43.00\|42.01\|98134;2026-04-10\|42.56\|1.04\|42.31\|43.18\|42.20\|82243;2026-04-13\|44.48\|4.51\|42.00\|45.77\|41.94\|190187;2026-04-14\|44.70\|0.49\|43.52\|44.78\|43.33\|127912;2026-04-15\|43.74\|-2.15\|44.73\|45.09\|43.55\|94715;2026-04-16\|43.92\|0.41\|43.79\|44.08\|43.38\|58823;2026-04-17\|43.81\|-0.25\|43.11\|44.69\|43.03\|94967;2026-04-20\|45.09\|2.92\|43.70\|45.88\|43.50\|125062;2026-04-21\|45.13\|0.09\|45.59\|46.04\|44.85\|97560;2026-04-22\|45.19\|0.13\|44.71\|45.65\|44.71\|79806;2026-04-23\|45.08\|-0.24\|45.30\|45.83\|44.51\|85797;2026-04-24\|44.79\|-0.64\|44.60\|45.43\|44.38\|71899;2026-04-27\|44.26\|-1.18\|44.82\|44.82\|44.10\|64807;2026-04-28\|43.51\|-1.69\|44.02\|44.59\|43.22\|69237;2026-04-29\|45.45\|4.46\|43.70\|45.65\|43.28\|118195;2026-04-30\|44.60\|-1.87\|44.75\|45.75\|44.32\|119469;2026-05-06\|45.70\|2.47\|44.57\|45.75\|44.20\|103803;2026-05-07\|45.41\|-0.63\|46.00\|46.77\|45.17\|101649;2026-05-08\|45.03\|-0.84\|45.00\|45.65\|44.56\|85846;2026-05-11\|45.37\|0.76\|44.80\|45.75\|44.63\|88112;2026-05-12\|44.50\|-1.92\|45.25\|45.50\|44.22\|75337;2026-05-13\|43.21\|-2.90\|42.10\|43.40\|41.88\|143004;2026-05-14\|43.86\|1.50\|43.24\|44.58\|43.15\|132233;2026-05-15\|42.49\|-3.12\|43.86\|44.20\|42.10\|104619;2026-05-18\|41.46\|-2.42\|41.90\|42.21\|41.07\|69737;2026-05-19\|41.41\|-0.12\|41.53\|41.79\|40.42\|76815;2026-05-20\|42.20\|1.91\|41.41\|42.88\|41.00\|90216;2026-05-21\|39.81\|-5.66\|42.20\|42.63\|39.69\|103535;2026-05-22\|40.65\|2.11\|39.99\|40.88\|39.48\|85193;2026-05-25\|39.81\|-2.07\|40.65\|40.80\|39.48\|72623;2026-05-26\|40.63\|2.06\|39.50\|41.80\|38.90\|112243;2026-05-27\|40.10\|-1.30\|40.21\|41.43\|39.74\|81920;2026-05-28\|40.02\|-0.20\|40.05\|40.55\|38.81\|90508;2026-05-29\|38.07\|-4.87\|39.78\|39.88\|37.87\|122192;2026-06-01\|37.75\|-0.84\|37.70\|38.22\|37.30\|74002;2026-06-02\|36.20\|-4.11\|37.51\|37.64\|35.85\|94048;2026-06-03\|36.45\|0.69\|36.15\|37.63\|35.52\|108177;2026-06-04\|38.47\|5.54\|36.03\|39.87\|35.62\|180922;2026-06-05\|37.34\|-2.94\|38.31\|38.75\|37.28\|106423;2026-06-08\|35.75\|-4.26\|36.29\|37.76\|35.39\|82358;2026-06-09\|39.33\|10.01\|36.45\|39.33\|35.51\|151481;2026-06-10\|39.85\|1.32\|38.98\|40.65\|38.80\|177195;2026-06-11\|41.40\|3.89\|40.24\|42.67\|39.93\|269666;2026-06-12\|43.36\|4.73\|41.00\|44.87\|40.99\|289874;2026-06-15\|46.39\|6.99\|43.50\|47.70\|41.80\|402440;2026-06-16\|51.03\|10.00\|46.00\|51.03\|44.23\|515309;2026-06-17\|50.03\|-1.96\|50.16\|51.93\|48.70\|473258;2026-06-18\|48.40\|-3.26\|48.73\|50.34\|48.19\|297167;2026-06-22\|50.62\|4.59\|47.84\|51.16\|46.80\|382689;2026-06-23\|48.28\|-4.62\|49.85\|49.86\|45.88\|331070;2026-06-24\|48.56\|0.58\|47.50\|49.50\|47.17\|257712;2026-06-25\|49.66\|2.27\|48.00\|50.92\|47.37\|307054;2026-06-26\|47.60\|-4.15\|50.20\|50.38\|46.05\|326909;2026-06-29\|45.45\|-4.52\|47.70\|48.91\|44.85\|300249;2026-06-30\|48.26\|6.18\|45.79\|48.97\|45.51\|269271;2026-07-01\|47.19\|-2.22\|48.26\|49.50\|46.89\|255302;2026-07-02\|48.97\|3.77\|47.00\|50.88\|45.30\|349575;2026-07-03\|45.57\|-6.94\|48.97\|49.37\|45.10\|325683;2026-07-06\|43.44\|-4.67\|45.20\|46.77\|43.42\|221728;2026-07-07\|43.63\|0.44\|43.34\|46.73\|42.60\|270780;2026-07-08\|41.60\|-4.65\|43.56\|44.80\|41.60\|198804;2026-07-09\|43.43\|4.40\|41.40\|44.54\|40.95\|240528;2026-07-10\|40.78\|-6.10\|42.78\|44.75\|40.74\|250948
114810		涨停揭秘：MPCVD法XJL200A设备良率达92%，为黄河旋风等头部企业供货，同时马斯克团队调研印证其在光伏及先进制造设备领域的战略地位；涨停缘由：培育钻石终端消费回暖带动上游设备扩产；光伏N型技术迭代催生设备更新需求；马斯克调研事件强化产业认可度；资金逻辑：资金聚焦高端装备+硬科技主线，设备类标的获产业资本与主题资金双重加持；风险提示：培育钻石价格波动影响客户资本开支意愿，光伏设备行业招标节奏存在季度性波动	公司凭借独特的“装备+材料”双轮驱动模式，实现8英寸碳化硅衬底的规模化量产与海外布局（马来西亚工厂），并在全球范围内率先建成12英寸碳化硅衬底加工中试线，确立了在第三代半导体大尺寸领域的技术领跑地位	2026-03-03\|50.87\|-9.29\|55.80\|56.57\|49.90\|603825;2026-03-04\|49.42\|-2.85\|49.47\|51.30\|49.00\|339910;2026-03-05\|48.01\|-2.85\|50.55\|50.70\|47.68\|358523;2026-03-06\|47.40\|-1.27\|47.69\|48.28\|47.09\|228851;2026-03-09\|46.64\|-1.60\|46.68\|47.13\|44.80\|323317;2026-03-10\|48.43\|3.84\|47.30\|48.80\|46.49\|356826;2026-03-11\|47.91\|-1.07\|48.40\|50.00\|47.78\|379882;2026-03-12\|47.10\|-1.69\|47.71\|48.27\|46.10\|299054;2026-03-13\|47.21\|0.23\|46.95\|48.81\|46.32\|280161;2026-03-16\|46.59\|-1.31\|47.36\|47.68\|45.30\|191734;2026-03-17\|45.35\|-2.66\|46.97\|47.70\|45.31\|196985;2026-03-18\|45.20\|-0.33\|45.75\|46.26\|44.72\|166693;2026-03-19\|43.75\|-3.21\|44.55\|44.87\|43.40\|213965;2026-03-20\|45.74\|4.55\|44.36\|47.43\|43.30\|492672;2026-03-23\|45.78\|0.09\|45.15\|47.14\|45.15\|429777;2026-03-24\|44.80\|-2.14\|46.21\|46.80\|42.80\|332870;2026-03-25\|44.34\|-1.03\|44.68\|46.35\|44.14\|280482;2026-03-26\|43.07\|-2.86\|44.39\|44.56\|42.71\|226633;2026-03-27\|43.45\|0.88\|42.77\|44.17\|42.42\|178341;2026-03-30\|42.02\|-3.29\|42.80\|43.44\|40.90\|265951;2026-03-31\|41.11\|-2.17\|42.02\|43.28\|41.11\|192713;2026-04-01\|42.35\|3.02\|42.09\|43.88\|41.36\|251804;2026-04-02\|41.43\|-2.17\|42.18\|42.68\|41.12\|127096;2026-04-03\|40.79\|-1.54\|41.44\|42.15\|40.77\|138814;2026-04-07\|40.97\|0.44\|41.21\|42.02\|40.80\|120640;2026-04-08\|43.36\|5.83\|41.99\|43.69\|41.77\|240047;2026-04-09\|41.39\|-4.54\|42.80\|42.90\|39.82\|447330;2026-04-10\|42.18\|1.91\|41.84\|43.10\|41.20\|277666;2026-04-13\|42.35\|0.40\|41.99\|42.98\|41.79\|226659;2026-04-14\|42.61\|0.61\|42.40\|43.28\|41.65\|292761;2026-04-15\|43.43\|1.92\|43.22\|44.18\|42.77\|432576;2026-04-16\|45.60\|5.00\|43.15\|46.50\|41.95\|549735;2026-04-17\|46.18\|1.27\|44.66\|46.47\|44.37\|430154;2026-04-20\|45.24\|-2.04\|45.97\|46.55\|45.19\|361350;2026-04-21\|44.78\|-1.02\|45.34\|45.68\|44.11\|259451;2026-04-22\|44.99\|0.47\|44.44\|45.58\|44.06\|274657;2026-04-23\|43.59\|-3.11\|45.06\|45.45\|43.20\|306659;2026-04-24\|43.54\|-0.11\|43.37\|44.24\|43.16\|201732;2026-04-27\|43.15\|-0.90\|43.52\|44.44\|42.61\|272314;2026-04-28\|40.28\|-6.65\|41.19\|43.04\|39.94\|495816;2026-04-29\|41.81\|3.80\|40.00\|42.47\|39.85\|293096;2026-04-30\|42.62\|1.94\|41.82\|42.85\|41.33\|224837;2026-05-06\|44.61\|4.67\|43.24\|44.97\|43.08\|311862;2026-05-07\|46.11\|3.36\|45.22\|47.42\|45.09\|453792;2026-05-08\|45.98\|-0.28\|45.99\|46.42\|45.12\|286795;2026-05-11\|47.69\|3.72\|46.21\|48.38\|46.11\|405475;2026-05-12\|47.89\|0.42\|48.80\|49.05\|47.28\|382142;2026-05-13\|53.99\|12.74\|47.70\|54.94\|47.50\|813115;2026-05-14\|54.90\|1.69\|54.54\|57.05\|54.22\|812127;2026-05-15\|52.80\|-3.83\|54.57\|55.29\|51.28\|637078;2026-05-18\|51.24\|-2.95\|51.85\|54.18\|50.83\|432523;2026-05-19\|52.11\|1.70\|50.80\|52.40\|49.58\|355498;2026-05-20\|56.85\|9.10\|51.89\|57.58\|51.51\|654656;2026-05-21\|52.41\|-7.57\|57.00\|57.26\|52.13\|486506;2026-05-22\|55.09\|5.11\|54.91\|56.80\|54.17\|495968;2026-05-25\|56.40\|2.38\|55.50\|56.65\|53.00\|466038;2026-05-26\|53.80\|-4.61\|54.55\|57.68\|52.80\|549700;2026-05-27\|54.00\|0.37\|53.80\|56.92\|53.70\|432862;2026-05-28\|54.89\|1.65\|53.00\|55.55\|51.05\|424724;2026-05-29\|50.82\|-7.41\|55.22\|56.00\|50.37\|388145;2026-06-01\|47.65\|-6.24\|51.39\|52.42\|47.59\|402932;2026-06-02\|47.00\|-1.36\|47.98\|48.38\|45.79\|291673;2026-06-03\|48.41\|3.00\|48.01\|50.45\|47.68\|339341;2026-06-04\|49.01\|1.24\|47.80\|49.46\|46.88\|254668;2026-06-05\|48.89\|-0.24\|48.48\|50.22\|46.23\|379022;2026-06-08\|45.76\|-6.40\|47.00\|48.72\|45.71\|306467;2026-06-09\|53.15\|16.15\|46.46\|53.26\|46.14\|501643;2026-06-10\|49.26\|-7.32\|51.13\|51.25\|48.11\|417911;2026-06-11\|48.23\|-2.09\|48.91\|49.34\|47.11\|231112;2026-06-12\|47.08\|-2.38\|50.10\|51.95\|46.21\|425367;2026-06-15\|52.15\|10.77\|47.15\|52.75\|46.40\|509324;2026-06-16\|51.69\|-0.88\|52.24\|52.88\|51.10\|326284;2026-06-17\|51.87\|0.35\|50.91\|52.15\|50.11\|351533;2026-06-18\|53.89\|3.89\|51.52\|55.65\|51.30\|481091;2026-06-22\|57.30\|6.33\|56.00\|58.66\|54.90\|562881;2026-06-23\|55.80\|-2.62\|56.40\|57.08\|53.83\|378328;2026-06-24\|57.06\|2.26\|54.81\|57.51\|53.23\|401412;2026-06-25\|56.48\|-1.02\|57.40\|57.85\|55.50\|384909;2026-06-26\|58.37\|3.35\|55.91\|59.27\|55.47\|522737;2026-06-29\|56.20\|-3.72\|59.20\|61.24\|53.37\|556655;2026-06-30\|60.40\|7.47\|57.21\|60.97\|56.92\|542618;2026-07-01\|60.51\|0.18\|60.79\|63.88\|59.99\|511986;2026-07-02\|53.80\|-11.09\|58.26\|58.30\|53.70\|501288;2026-07-03\|51.08\|-5.06\|54.27\|54.47\|50.41\|428661;2026-07-06\|48.20\|-5.64\|51.99\|52.29\|47.53\|371687;2026-07-07\|50.05\|3.84\|48.12\|51.10\|47.28\|329429;2026-07-08\|47.20\|-5.69\|49.90\|50.90\|45.72\|291758;2026-07-09\|49.50\|4.87\|48.09\|49.79\|46.66\|232720;2026-07-10\|47.28\|-4.48\|49.88\|51.10\|47.02\|297150
114809		电子布+定增转型+固态电池+车规胶膜行业原因：中信期货指出，当前供需仍然紧平衡。需求端车储同增，5月国内新能源车批发销量明显增长，零售也有明显修复。储能出货量继续强劲，预计6-7月排产继续环增，需求整体向好。供应端矿石进口面临较大的减量，冶炼端继续增长，同时市场也在提前反映7月矿石进口恢复的预期。公司原因： 1、据2026年6月4日公告，公司拟向特定对象发行股票募资不超9.27亿元，用于年产2000吨电子级玻璃纤维布建设项目等，切入电子级玻璃纤维布领域，向产业链价值更高领域进军。 2、据2025年年度报告，公司产品包括固态电池包裹保护膜，可为方形、圆形、刀片电池提供绝缘和包裹用高性能保护膜。 3、据2025年年度报告，公司车规级胶膜新材料直接和间接与比亚迪、吉利、长城等主流新能源品牌批量化供货，产品终端配套极氪、王朝、海洋、腾势等多款热门车型。	公司拟定增募资不超9.27亿元投向电子级玻纤布等项目	2026-03-03\|21.47\|-0.14\|21.39\|21.70\|20.77\|70985;2026-03-04\|21.01\|-2.14\|21.17\|21.76\|20.61\|74024;2026-03-05\|20.75\|-1.24\|21.45\|21.46\|20.60\|47051;2026-03-06\|22.15\|6.75\|20.73\|22.83\|20.62\|152420;2026-03-09\|21.88\|-1.22\|22.28\|22.28\|21.20\|91905;2026-03-10\|21.80\|-0.37\|21.88\|22.28\|21.68\|64064;2026-03-11\|21.52\|-1.28\|21.81\|21.81\|21.34\|91509;2026-03-12\|21.58\|0.28\|21.00\|21.60\|20.81\|125606;2026-03-13\|19.42\|-10.01\|20.90\|21.09\|19.42\|176510;2026-03-16\|18.35\|-5.51\|18.39\|18.77\|18.13\|133719;2026-03-17\|17.90\|-2.45\|18.15\|18.61\|17.87\|78617;2026-03-18\|17.97\|0.39\|17.94\|18.00\|17.68\|43562;2026-03-19\|17.26\|-3.95\|17.76\|17.88\|17.20\|65541;2026-03-20\|17.17\|-0.52\|17.30\|17.50\|17.08\|48067;2026-03-23\|16.49\|-3.96\|16.91\|17.13\|16.46\|53541;2026-03-24\|16.82\|2.00\|16.92\|16.99\|16.42\|79741;2026-03-25\|17.14\|1.90\|16.82\|17.20\|16.81\|71077;2026-03-26\|16.66\|-2.80\|17.21\|17.28\|16.57\|67567;2026-03-27\|17.20\|3.24\|16.51\|17.25\|16.51\|99467;2026-03-30\|17.69\|2.85\|17.02\|17.73\|16.92\|88905;2026-03-31\|17.46\|-1.30\|17.63\|17.78\|17.30\|66960;2026-04-01\|17.61\|0.86\|17.62\|17.78\|17.32\|73436;2026-04-02\|16.97\|-3.63\|17.46\|17.62\|16.94\|57987;2026-04-03\|16.82\|-0.88\|17.00\|17.14\|16.68\|47966;2026-04-07\|17.04\|1.31\|16.75\|17.29\|16.75\|65414;2026-04-08\|17.52\|2.82\|17.25\|17.72\|17.24\|84472;2026-04-09\|17.41\|-0.63\|17.50\|17.53\|17.24\|52006;2026-04-10\|17.59\|1.03\|17.50\|17.66\|17.42\|71468;2026-04-13\|17.99\|2.27\|17.55\|18.09\|17.45\|92870;2026-04-14\|18.13\|0.78\|18.02\|18.43\|17.93\|67754;2026-04-15\|18.14\|0.06\|18.31\|18.42\|18.08\|68515;2026-04-16\|18.12\|-0.11\|18.14\|18.26\|17.96\|67007;2026-04-17\|18.05\|-0.39\|18.12\|18.42\|17.98\|52831;2026-04-20\|18.24\|1.05\|18.00\|18.34\|17.91\|57141;2026-04-21\|17.88\|-1.97\|18.24\|18.26\|17.79\|51271;2026-04-22\|17.90\|0.11\|17.81\|17.94\|17.72\|37048;2026-04-23\|17.43\|-2.63\|17.84\|17.90\|17.31\|43912;2026-04-24\|17.39\|-0.23\|17.40\|17.55\|17.11\|42296;2026-04-27\|17.40\|0.06\|17.25\|17.49\|17.04\|37024;2026-04-28\|18.09\|3.97\|17.44\|18.49\|17.27\|151048;2026-04-29\|18.14\|0.28\|18.09\|18.41\|17.61\|99446;2026-04-30\|18.15\|0.06\|18.10\|18.34\|18.03\|61473;2026-05-06\|18.39\|1.32\|18.21\|18.48\|18.15\|82961;2026-05-07\|18.60\|1.14\|18.39\|18.75\|18.08\|93691;2026-05-08\|19.59\|5.32\|18.52\|19.93\|18.40\|147882;2026-05-11\|20.50\|4.65\|19.72\|20.91\|19.59\|160051;2026-05-12\|20.65\|0.73\|20.30\|20.78\|20.30\|93884;2026-05-13\|20.89\|1.16\|20.66\|20.99\|20.44\|84757;2026-05-14\|21.07\|0.86\|20.89\|21.66\|20.71\|118741;2026-05-15\|20.68\|-1.85\|20.91\|21.30\|20.58\|116257;2026-05-18\|20.42\|-1.26\|20.58\|20.77\|20.09\|108002;2026-05-19\|20.87\|2.20\|20.39\|20.97\|20.22\|73015;2026-05-20\|21.60\|3.50\|20.87\|22.05\|20.87\|113161;2026-05-21\|21.69\|0.42\|21.57\|22.10\|21.42\|111713;2026-05-22\|22.11\|1.94\|22.00\|22.80\|21.72\|125607;2026-05-25\|22.10\|-0.05\|21.97\|22.79\|21.76\|95815;2026-05-26\|22.47\|1.67\|21.89\|22.56\|21.65\|96717;2026-05-27\|22.90\|1.91\|22.60\|23.45\|22.30\|154324;2026-05-28\|24.00\|4.80\|23.00\|25.19\|22.65\|300927;2026-05-29\|25.50\|6.25\|24.00\|25.53\|23.41\|275531;2026-06-01\|24.44\|-4.16\|25.25\|25.98\|24.00\|252619;2026-06-02\|24.93\|2.00\|24.93\|25.15\|23.88\|141633;2026-06-03\|26.11\|4.73\|24.76\|26.48\|23.88\|217430;2026-06-04\|26.60\|1.88\|28.72\|28.72\|25.79\|547474;2026-06-05\|23.94\|-10.00\|25.08\|25.48\|23.94\|142556;2026-06-08\|22.20\|-7.27\|21.55\|23.04\|21.55\|304520;2026-06-09\|22.85\|2.93\|22.70\|23.88\|22.48\|247616;2026-06-10\|22.22\|-2.76\|22.89\|22.89\|21.78\|147932;2026-06-11\|23.40\|5.31\|21.80\|23.68\|21.80\|179451;2026-06-12\|24.90\|6.41\|23.70\|25.74\|23.69\|236639;2026-06-15\|27.39\|10.00\|25.10\|27.39\|24.51\|308279;2026-06-16\|26.93\|-1.68\|27.12\|28.73\|26.35\|430702;2026-06-17\|26.20\|-2.71\|25.77\|26.94\|25.18\|331070;2026-06-18\|24.84\|-5.19\|25.94\|25.98\|23.58\|322816;2026-06-22\|24.10\|-2.98\|25.24\|25.25\|23.56\|171326;2026-06-23\|24.06\|-0.17\|24.02\|24.68\|23.43\|140649;2026-06-24\|24.83\|3.20\|23.70\|25.15\|23.53\|189293;2026-06-25\|23.60\|-4.95\|24.85\|25.36\|23.50\|204629;2026-06-26\|22.89\|-3.01\|23.51\|23.53\|22.25\|183170;2026-06-29\|22.32\|-2.49\|22.88\|23.10\|21.68\|125858;2026-06-30\|22.85\|2.37\|22.26\|22.89\|21.60\|118273;2026-07-01\|22.34\|-2.23\|22.88\|23.78\|22.27\|113339;2026-07-02\|22.42\|0.36\|21.83\|23.36\|21.78\|119492;2026-07-03\|21.62\|-3.57\|22.40\|22.42\|21.56\|102535;2026-07-06\|20.64\|-4.53\|21.58\|21.93\|20.58\|114608;2026-07-07\|21.16\|2.52\|20.54\|22.08\|20.24\|118595;2026-07-08\|19.42\|-8.22\|21.05\|21.15\|19.38\|99407;2026-07-09\|19.38\|-0.21\|19.30\|19.76\|18.40\|100593;2026-07-10\|19.28\|0.00\|19.30\|20.30\|19.25\|81786
114808		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；一季度业绩同比减亏	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
114807		磷酸铁锂+钛白粉+国企改革行业原因：据华鑫证券6月16日研报，本周钛白粉龙头企业发布涨价函，国内售价上调1000元/吨，多家企业跟涨，观望情绪修复。上游硫磺因供应短缺价格暴涨，成本端强支撑推动钛白粉价格中枢上移，行业开工率走低限制降价空间。公司原因： 1、据2026年3月25日年报，公司控股子公司铜陵纳源从事磷酸铁产品的生产和销售，现有产能总计15万吨，磷酸铁是制造磷酸铁锂电池正极材料的主要原料之一，终端产品应用于汽车、储能等新能源行业。 2、据2026年3月25日年报，公司主要从事钛白粉系列产品的生产和销售，为国内较早的钛白粉生产企业之一，拥有“安徽省著名商标”等品牌优势，现有产能接近10万吨/年。 3、据2026年3月25日年报及2026年4月16日投资者关系活动记录表，公司控股股东为万华化学集团电池科技有限公司，实际控制人为烟台市人民政府国有资产监督管理委员会；万华化学在涂料等领域有良好客户关系，与公司钛白粉业务具有互补及协同效应。	1、公司主营钛白粉，现有产能8万吨，“安纳达”牌钛白粉为安徽名牌；一季度净利润同比扭亏为盈； 2、控股子公司铜陵纳源磷酸铁现有产能总计15万吨，硫酸亚铁原料自给，产品用于新能源电池正极材料	2026-03-03\|13.98\|-4.44\|14.62\|15.07\|13.94\|354487;2026-03-04\|13.95\|-0.21\|13.44\|14.31\|13.44\|211183;2026-03-05\|13.71\|-1.72\|14.30\|14.30\|13.60\|171137;2026-03-06\|14.38\|4.89\|13.73\|14.54\|13.57\|212782;2026-03-09\|14.20\|-1.25\|14.61\|14.70\|14.02\|150692;2026-03-10\|14.12\|-0.56\|14.20\|14.28\|13.94\|106112;2026-03-11\|14.57\|3.19\|14.10\|14.74\|13.98\|245079;2026-03-12\|14.18\|-2.68\|14.53\|14.68\|14.09\|183333;2026-03-13\|14.55\|2.61\|14.18\|14.85\|14.14\|267656;2026-03-16\|14.45\|-0.69\|14.51\|15.30\|14.38\|241351;2026-03-17\|13.95\|-3.46\|14.22\|14.89\|13.95\|183902;2026-03-18\|13.78\|-1.22\|14.16\|14.20\|13.64\|137523;2026-03-19\|12.97\|-5.88\|13.67\|13.79\|12.87\|145516;2026-03-20\|12.42\|-4.24\|13.16\|13.20\|12.39\|135069;2026-03-23\|12.03\|-3.14\|12.00\|12.76\|11.85\|144566;2026-03-24\|12.42\|3.24\|12.30\|12.43\|11.75\|114225;2026-03-25\|12.46\|0.32\|12.44\|12.55\|12.33\|75228;2026-03-26\|12.24\|-1.77\|12.50\|12.68\|12.19\|77705;2026-03-27\|12.71\|3.84\|12.12\|12.78\|12.01\|105121;2026-03-30\|12.80\|0.71\|12.58\|12.86\|12.42\|83118;2026-03-31\|12.63\|-1.33\|12.80\|13.09\|12.60\|72205;2026-04-01\|12.70\|0.55\|12.90\|12.90\|12.58\|53816;2026-04-02\|12.33\|-2.91\|12.72\|12.88\|12.20\|66865;2026-04-03\|11.78\|-4.46\|12.33\|12.40\|11.74\|79185;2026-04-07\|12.52\|6.28\|11.79\|12.60\|11.76\|102437;2026-04-08\|12.69\|1.36\|12.63\|12.72\|12.37\|72694;2026-04-09\|12.54\|-1.18\|12.60\|12.67\|12.45\|49231;2026-04-10\|12.73\|1.52\|12.58\|12.87\|12.55\|43897;2026-04-13\|12.74\|0.08\|12.73\|12.80\|12.40\|64836;2026-04-14\|12.69\|-0.39\|12.89\|12.90\|12.49\|58966;2026-04-15\|12.45\|-1.89\|12.72\|12.79\|12.43\|43020;2026-04-16\|12.87\|3.37\|12.48\|12.94\|12.40\|70621;2026-04-17\|13.03\|1.24\|12.87\|13.35\|12.80\|63667;2026-04-20\|13.57\|4.14\|13.00\|13.73\|12.90\|97506;2026-04-21\|13.82\|1.84\|13.80\|13.97\|13.60\|131427;2026-04-22\|14.27\|3.26\|13.80\|14.49\|13.69\|156787;2026-04-23\|14.02\|-1.75\|14.30\|14.39\|13.99\|96976;2026-04-24\|13.99\|-0.21\|13.99\|14.10\|13.75\|75276;2026-04-27\|14.12\|0.93\|13.93\|14.20\|13.61\|82477;2026-04-28\|13.92\|-1.42\|13.99\|14.12\|13.80\|59246;2026-04-29\|15.31\|9.99\|13.80\|15.31\|13.70\|255933;2026-04-30\|15.09\|-1.44\|15.33\|15.41\|14.90\|248674;2026-05-06\|15.56\|3.11\|15.23\|15.66\|15.01\|165189;2026-05-07\|15.78\|1.41\|15.44\|15.78\|15.25\|162773;2026-05-08\|15.47\|-1.96\|15.50\|15.86\|15.42\|111262;2026-05-11\|15.19\|-1.81\|15.47\|15.63\|15.03\|134118;2026-05-12\|15.27\|0.53\|15.26\|15.57\|14.98\|112947;2026-05-13\|15.34\|0.46\|15.27\|15.58\|15.17\|75140;2026-05-14\|15.33\|-0.07\|15.33\|15.57\|15.26\|93762;2026-05-15\|14.86\|-3.07\|15.48\|15.49\|14.83\|104800;2026-05-18\|14.21\|-4.37\|14.92\|15.00\|14.01\|123018;2026-05-19\|14.53\|2.25\|14.28\|14.53\|14.08\|81906;2026-05-20\|14.61\|0.55\|14.48\|14.77\|14.09\|68271;2026-05-21\|14.31\|-2.05\|14.72\|15.77\|14.23\|114392;2026-05-22\|14.90\|4.12\|14.46\|15.03\|14.18\|85087;2026-05-25\|14.44\|-3.09\|14.89\|15.10\|14.23\|65217;2026-05-26\|14.04\|-2.77\|14.35\|14.49\|13.80\|68980;2026-05-27\|13.67\|-2.64\|14.13\|14.13\|13.52\|54470;2026-05-28\|13.83\|1.17\|13.67\|14.00\|13.58\|39852;2026-05-29\|13.36\|-3.40\|13.92\|13.92\|13.23\|63103;2026-06-01\|13.41\|0.37\|13.36\|13.70\|13.22\|48222;2026-06-02\|13.31\|-0.75\|13.47\|13.57\|12.95\|53194;2026-06-03\|13.07\|-1.80\|13.31\|13.35\|12.95\|41325;2026-06-04\|12.33\|-5.66\|13.07\|13.07\|12.25\|90921;2026-06-05\|12.45\|0.97\|12.41\|12.70\|11.99\|63609;2026-06-08\|11.97\|-3.86\|12.12\|12.34\|11.66\|89618;2026-06-09\|12.05\|0.67\|11.98\|12.13\|11.73\|61502;2026-06-10\|11.88\|-1.41\|11.96\|12.13\|11.66\|45772;2026-06-11\|12.12\|2.02\|11.88\|12.23\|11.62\|70219;2026-06-12\|12.58\|3.80\|12.18\|12.76\|11.78\|100906;2026-06-15\|13.84\|10.02\|12.59\|13.84\|12.52\|104433;2026-06-16\|13.70\|-1.01\|13.86\|13.89\|13.23\|152854;2026-06-17\|13.48\|-1.61\|13.59\|14.00\|13.24\|123336;2026-06-18\|13.04\|-3.26\|13.60\|13.88\|12.82\|117351;2026-06-22\|14.11\|8.21\|13.09\|14.34\|12.90\|239740;2026-06-23\|13.91\|-1.42\|14.13\|14.42\|13.85\|169819;2026-06-24\|13.56\|-2.52\|13.94\|14.30\|13.33\|97306;2026-06-25\|13.50\|-0.44\|13.65\|14.10\|13.40\|126100;2026-06-26\|13.43\|-0.52\|13.53\|13.84\|13.12\|109426;2026-06-29\|12.93\|-3.72\|13.44\|13.64\|12.56\|101432;2026-06-30\|13.08\|1.16\|12.81\|13.15\|12.54\|89762;2026-07-01\|13.55\|3.59\|13.06\|13.98\|12.92\|131299;2026-07-02\|13.29\|-1.92\|13.44\|13.79\|13.20\|82950;2026-07-03\|12.99\|-2.26\|13.46\|13.63\|12.96\|75038;2026-07-06\|12.83\|-1.23\|13.09\|13.56\|12.78\|87807;2026-07-07\|12.66\|-1.32\|12.71\|12.97\|12.58\|66762;2026-07-08\|12.27\|-3.08\|12.68\|12.70\|12.06\|79007;2026-07-09\|12.20\|-0.57\|12.28\|12.49\|11.73\|69033;2026-07-10\|11.98\|-1.80\|12.25\|12.26\|11.97\|67684
114806		钛白粉+租赁合作+减产行业原因：华福证券3月8日研报指出，钛白粉行业开启今年第一次集体涨价。截至3月4日已有27家国内外钛白粉企业同步宣涨，全球巨头科慕、特诺4月1日起亚太再提价150美元/吨，强化全球价格共振预期。公司原因： 1、据2026年3月11日公告，全资子公司徐州钛白与江苏中研创星签订三年期租赁经营合作协议，合作期内亏损由对方承担，公司有望盘活闲置资产、改善现金流。 2、据2026年1月17日公告，公司已将徐州钛白8万吨产能占总产能50%停产，以降低成本、减少亏损。 3、据2025年4月29日年报及2025年8月26日半年报，公司是国内大型硫酸法钛白粉生产企业，南京、徐州两大基地兼顾金红石型与锐钛型，锐钛型在白度、纯度等关键指标居国内领先。	国内较大的硫酸法钛白粉生产企业之一；公司利用硫酸法钛白粉副产的硫酸亚铁，在安徽（淮北）新型煤化工合成材料基地积极推进电池级磷酸铁等新能源电池材料一体化项目建设	2026-03-03\|3.47\|-0.29\|3.63\|3.70\|3.40\|1958585;2026-03-04\|3.40\|-2.02\|3.27\|3.52\|3.27\|1263636;2026-03-05\|3.41\|0.29\|3.49\|3.53\|3.31\|1002727;2026-03-06\|3.75\|9.97\|3.41\|3.75\|3.40\|2105688;2026-03-09\|3.62\|-3.47\|3.76\|3.78\|3.56\|2422697;2026-03-10\|3.48\|-3.87\|3.58\|3.59\|3.45\|1348524;2026-03-11\|3.83\|10.06\|3.45\|3.83\|3.39\|1400011;2026-03-12\|3.94\|2.87\|4.16\|4.16\|3.91\|3299826;2026-03-13\|3.94\|0.00\|3.92\|4.14\|3.87\|2442700;2026-03-16\|4.08\|3.55\|3.86\|4.33\|3.86\|2601511;2026-03-17\|3.95\|-3.19\|4.00\|4.14\|3.85\|1872225;2026-03-18\|3.79\|-4.05\|3.91\|3.94\|3.64\|1403578;2026-03-19\|3.55\|-6.33\|3.81\|3.89\|3.46\|1524785;2026-03-20\|3.29\|-7.32\|3.41\|3.52\|3.28\|1105218;2026-03-23\|3.19\|-3.04\|3.21\|3.45\|3.13\|1165302;2026-03-24\|3.38\|5.96\|3.30\|3.38\|3.14\|986587;2026-03-25\|3.44\|1.78\|3.40\|3.53\|3.37\|932855;2026-03-26\|3.31\|-3.78\|3.42\|3.49\|3.28\|767505;2026-03-27\|3.47\|4.83\|3.26\|3.54\|3.23\|1030119;2026-03-30\|3.43\|-1.15\|3.44\|3.52\|3.33\|631354;2026-03-31\|3.16\|-7.87\|3.40\|3.40\|3.15\|886113;2026-04-01\|3.20\|1.27\|3.25\|3.30\|3.17\|541781;2026-04-02\|3.04\|-5.00\|3.20\|3.20\|3.01\|610020;2026-04-03\|2.89\|-4.93\|3.06\|3.07\|2.83\|593357;2026-04-07\|3.03\|4.84\|2.92\|3.05\|2.83\|677870;2026-04-08\|3.13\|3.30\|3.06\|3.13\|2.98\|608168;2026-04-09\|3.06\|-2.24\|3.10\|3.12\|3.02\|414276;2026-04-10\|3.02\|-1.31\|3.06\|3.11\|3.02\|421162;2026-04-13\|3.05\|0.99\|3.00\|3.06\|2.97\|408584;2026-04-14\|3.05\|0.00\|3.07\|3.08\|2.99\|402832;2026-04-15\|2.98\|-2.30\|3.05\|3.10\|2.98\|426052;2026-04-16\|3.04\|2.01\|3.00\|3.07\|2.95\|518819;2026-04-17\|3.04\|0.00\|3.04\|3.09\|3.00\|422165;2026-04-20\|3.08\|1.32\|3.03\|3.09\|3.01\|443182;2026-04-21\|3.01\|-2.27\|3.05\|3.06\|2.99\|478837;2026-04-22\|3.01\|0.00\|2.99\|3.03\|2.97\|314853;2026-04-23\|2.91\|-3.32\|2.98\|2.98\|2.87\|566835;2026-04-24\|2.91\|0.00\|2.88\|2.93\|2.83\|382087;2026-04-27\|2.90\|-0.34\|2.83\|2.91\|2.76\|507915;2026-04-28\|2.92\|0.69\|2.88\|2.96\|2.86\|459142;2026-04-29\|3.03\|3.77\|2.92\|3.05\|2.88\|600425;2026-04-30\|3.02\|-0.33\|3.04\|3.07\|2.99\|409453;2026-05-06\|3.04\|0.66\|3.02\|3.05\|3.00\|369865;2026-05-07\|2.96\|-2.63\|3.02\|3.05\|2.93\|545038;2026-05-08\|3.11\|5.07\|2.94\|3.15\|2.94\|997743;2026-05-11\|3.08\|-0.96\|3.11\|3.12\|3.04\|598914;2026-05-12\|3.00\|-2.60\|3.08\|3.09\|2.97\|454539;2026-05-13\|3.02\|0.67\|3.00\|3.05\|2.97\|412173;2026-05-14\|2.93\|-2.98\|3.02\|3.02\|2.93\|368383;2026-05-15\|2.92\|-0.34\|2.94\|3.00\|2.90\|373782;2026-05-18\|2.83\|-3.08\|2.91\|2.91\|2.81\|523985;2026-05-19\|2.85\|0.71\|2.84\|2.87\|2.76\|418109;2026-05-20\|2.71\|-4.91\|2.83\|2.83\|2.69\|425759;2026-05-21\|2.60\|-4.06\|2.70\|2.80\|2.58\|509730;2026-05-22\|2.68\|3.08\|2.63\|2.69\|2.55\|370924;2026-05-25\|2.67\|-0.37\|2.71\|2.71\|2.62\|305213;2026-05-26\|2.62\|-1.87\|2.66\|2.66\|2.58\|313815;2026-05-27\|2.49\|-4.96\|2.62\|2.62\|2.46\|406605;2026-05-28\|2.56\|2.81\|2.49\|2.58\|2.45\|338870;2026-05-29\|2.46\|-3.91\|2.57\|2.58\|2.44\|301204;2026-06-01\|2.55\|3.66\|2.44\|2.60\|2.41\|380561;2026-06-02\|2.53\|-0.78\|2.56\|2.56\|2.45\|305397;2026-06-03\|2.49\|-1.58\|2.52\|2.53\|2.46\|287811;2026-06-04\|2.41\|-3.21\|2.47\|2.49\|2.39\|301234;2026-06-05\|2.45\|1.66\|2.42\|2.49\|2.37\|350135;2026-06-08\|2.35\|-4.08\|2.40\|2.48\|2.32\|371347;2026-06-09\|2.40\|2.13\|2.38\|2.40\|2.30\|292063;2026-06-10\|2.33\|-2.92\|2.37\|2.42\|2.29\|285188;2026-06-11\|2.32\|-0.43\|2.31\|2.36\|2.27\|291026;2026-06-12\|2.37\|2.16\|2.33\|2.44\|2.28\|478688;2026-06-15\|2.61\|10.13\|2.39\|2.61\|2.39\|291844;2026-06-16\|2.62\|0.38\|2.67\|2.74\|2.53\|1068959;2026-06-17\|2.49\|-4.96\|2.61\|2.62\|2.46\|661240;2026-06-18\|2.41\|-3.21\|2.51\|2.51\|2.38\|459973;2026-06-22\|2.65\|9.96\|2.45\|2.65\|2.39\|699691;2026-06-23\|2.83\|6.79\|2.71\|2.91\|2.66\|1817815;2026-06-24\|2.66\|-6.01\|2.69\|2.79\|2.55\|1334639;2026-06-25\|2.62\|-1.50\|2.62\|2.70\|2.53\|928676;2026-06-26\|2.52\|-3.82\|2.60\|2.67\|2.48\|726154;2026-06-29\|2.40\|-4.76\|2.48\|2.57\|2.31\|630538;2026-06-30\|2.38\|-0.83\|2.41\|2.48\|2.33\|546848;2026-07-01\|2.62\|10.08\|2.35\|2.62\|2.33\|909901;2026-07-02\|2.55\|-2.67\|2.56\|2.69\|2.55\|1059201;2026-07-03\|2.46\|-3.53\|2.60\|2.60\|2.43\|651329;2026-07-06\|2.71\|10.16\|2.50\|2.71\|2.48\|577193;2026-07-07\|2.65\|-2.21\|2.71\|2.71\|2.58\|1080680;2026-07-08\|2.66\|0.38\|2.67\|2.67\|2.56\|761061;2026-07-09\|2.65\|-0.38\|2.65\|2.67\|2.55\|610444;2026-07-10\|2.68\|1.13\|2.62\|2.75\|2.56\|788315
114805		股份转让+湖泊生态医院+扭亏为盈 1、据2026年5月1日公告，控股股东胡明明、股东顾伟及陈虹拟以25元/股向祝铭明协议转让14.97%股份，总价4.23亿元，引入认同公司长期价值的财务投资者。 2、据2026年4月18日年报，公司2025年营收5.74亿元、净利9870万元，同比扭亏214.57%，核心“深潜式高压控藻成套装备”交付13套，毛利率升至51%。 3、据2026年4月18日年报，“湖泊生态医院”模式提供“监测-诊断-治理-运维”全周期服务，契合国家美丽河湖战略，在手订单3.33亿元支撑后续增长。	控股股东及股东拟协议转让14.97%公司股份	2026-03-03\|25.07\|-1.49\|25.68\|25.78\|25.01\|17297;2026-03-04\|24.99\|-0.32\|25.07\|25.19\|24.36\|15366;2026-03-05\|27.25\|9.04\|25.59\|27.72\|25.59\|34106;2026-03-06\|28.25\|3.67\|27.23\|28.77\|27.01\|32328;2026-03-09\|26.93\|-4.67\|27.70\|27.95\|26.90\|26676;2026-03-10\|26.90\|-0.11\|27.04\|27.27\|26.09\|20926;2026-03-11\|26.34\|-2.08\|27.14\|27.23\|26.21\|24776;2026-03-12\|26.19\|-0.57\|26.21\|26.52\|25.80\|14466;2026-03-13\|25.87\|-1.22\|26.29\|26.42\|25.70\|11075;2026-03-16\|25.94\|0.27\|25.82\|26.40\|25.66\|14219;2026-03-17\|25.18\|-2.93\|26.14\|26.14\|25.01\|10677;2026-03-18\|26.05\|3.46\|25.05\|26.18\|25.05\|10240;2026-03-19\|25.35\|-2.69\|25.75\|26.10\|25.35\|9644;2026-03-20\|25.10\|-0.99\|25.39\|25.82\|24.98\|10810;2026-03-23\|24.12\|-3.90\|24.71\|25.00\|23.91\|26841;2026-03-24\|25.46\|5.56\|24.50\|25.55\|24.30\|13860;2026-03-25\|26.99\|6.01\|25.61\|27.18\|25.27\|22118;2026-03-26\|27.62\|2.33\|27.15\|27.87\|26.71\|17049;2026-03-27\|28.62\|3.62\|27.18\|28.85\|27.10\|26127;2026-03-30\|31.04\|8.46\|28.35\|31.27\|28.18\|49057;2026-03-31\|30.73\|-1.00\|31.18\|32.56\|30.60\|35414;2026-04-01\|29.06\|-5.43\|30.30\|30.98\|28.92\|34538;2026-04-02\|29.06\|0.00\|28.70\|29.25\|28.23\|24303;2026-04-03\|30.85\|6.16\|28.48\|31.19\|28.48\|33034;2026-04-07\|30.79\|-0.19\|30.85\|30.85\|29.73\|23643;2026-04-08\|31.87\|3.51\|31.34\|32.95\|31.05\|27853;2026-04-09\|32.39\|1.63\|31.80\|32.90\|31.26\|21140;2026-04-10\|33.90\|4.66\|32.47\|34.38\|32.47\|25586;2026-04-13\|35.40\|4.42\|34.00\|35.59\|33.33\|29495;2026-04-14\|34.78\|-1.75\|35.97\|35.97\|34.30\|22911;2026-04-15\|34.71\|-0.20\|35.13\|35.70\|34.50\|16010;2026-04-16\|35.05\|0.98\|34.80\|35.37\|34.59\|15863;2026-04-17\|35.10\|0.14\|35.75\|35.75\|34.50\|19162;2026-04-20\|36.39\|3.68\|35.00\|36.50\|34.84\|23738;2026-04-21\|35.09\|-3.57\|36.08\|36.86\|34.96\|18524;2026-04-22\|39.14\|11.54\|35.00\|40.90\|35.00\|61889;2026-04-23\|36.30\|-7.26\|39.20\|39.74\|36.07\|46791;2026-04-24\|35.96\|-0.94\|36.29\|38.80\|35.70\|28550;2026-04-27\|37.95\|5.53\|35.70\|38.69\|35.70\|25413;2026-04-28\|36.77\|-3.11\|37.63\|37.84\|36.52\|17300;2026-04-29\|36.25\|-1.41\|35.46\|37.07\|35.06\|26081;2026-04-30\|39.00\|7.59\|35.00\|39.40\|35.00\|36381;2026-05-06\|46.80\|20.00\|46.80\|46.80\|46.80\|14566;2026-05-07\|56.16\|20.00\|56.16\|56.16\|49.60\|172956;2026-05-08\|54.69\|-2.62\|53.10\|57.00\|52.00\|112217;2026-05-11\|54.95\|0.48\|54.10\|56.05\|50.88\|85989;2026-05-12\|55.53\|1.06\|54.67\|58.08\|53.19\|92740;2026-05-13\|55.48\|-0.09\|54.90\|57.24\|53.01\|70470;2026-05-14\|57.62\|3.86\|55.80\|59.59\|53.36\|76308;2026-05-15\|57.24\|-0.66\|57.27\|57.50\|53.50\|84481;2026-05-18\|63.50\|10.94\|56.61\|64.50\|56.09\|87950;2026-05-19\|64.80\|2.05\|62.20\|64.81\|59.10\|72172;2026-05-20\|67.79\|4.61\|64.80\|68.99\|63.88\|55957;2026-05-21\|63.50\|-6.33\|69.77\|69.77\|62.00\|76430;2026-05-22\|61.52\|-3.12\|63.50\|66.79\|59.86\|74475;2026-05-25\|59.85\|-2.71\|60.42\|61.88\|56.20\|69385;2026-05-26\|59.50\|-0.58\|59.00\|61.56\|58.01\|36479;2026-05-27\|59.39\|-0.18\|60.00\|60.88\|58.06\|35261;2026-05-28\|60.42\|1.73\|59.39\|61.30\|56.33\|37588;2026-05-29\|59.02\|-2.32\|61.63\|62.80\|58.60\|39324;2026-06-01\|60.37\|2.29\|58.84\|63.35\|57.80\|40825;2026-06-02\|54.45\|-9.81\|60.26\|60.70\|53.00\|74074;2026-06-03\|52.10\|-4.32\|53.20\|56.02\|51.82\|57076;2026-06-04\|50.96\|-2.19\|52.34\|52.62\|49.84\|38634;2026-06-05\|50.58\|-0.75\|50.00\|52.77\|49.00\|38769;2026-06-08\|52.56\|3.91\|48.63\|53.87\|48.01\|41248;2026-06-09\|52.27\|-0.55\|55.19\|55.19\|51.00\|26277;2026-06-10\|52.74\|0.90\|51.40\|53.30\|51.39\|21840;2026-06-11\|51.98\|-1.44\|52.28\|52.97\|51.00\|17684;2026-06-12\|51.17\|-1.56\|53.02\|53.10\|51.00\|17237;2026-06-15\|56.70\|10.81\|52.00\|57.32\|52.00\|45472;2026-06-16\|41.00\|1.08\|42.61\|42.61\|39.66\|40873;2026-06-17\|40.65\|-0.85\|40.17\|43.95\|39.00\|77778;2026-06-18\|41.32\|1.65\|40.24\|43.09\|40.01\|55012;2026-06-22\|40.90\|-1.02\|41.32\|42.09\|39.45\|59932;2026-06-23\|41.15\|0.61\|40.93\|41.98\|40.20\|30211;2026-06-24\|41.59\|1.07\|41.08\|42.11\|40.12\|39204;2026-06-25\|38.06\|-8.49\|41.59\|42.00\|36.85\|74039;2026-06-26\|36.75\|-3.44\|37.73\|38.32\|36.27\|38071;2026-06-29\|36.01\|-2.01\|37.51\|37.97\|35.20\|44284;2026-06-30\|37.36\|3.75\|35.30\|37.50\|35.30\|31672;2026-07-01\|36.68\|-1.82\|37.36\|37.37\|36.10\|31944;2026-07-02\|37.19\|1.39\|36.86\|39.00\|36.48\|30424;2026-07-03\|38.85\|4.46\|37.19\|39.68\|36.51\|32442;2026-07-06\|36.30\|-6.56\|39.10\|39.79\|34.80\|50797;2026-07-07\|36.91\|1.68\|36.30\|36.98\|35.21\|34964;2026-07-08\|35.91\|-2.71\|36.81\|36.99\|35.50\|26992;2026-07-09\|35.85\|-0.17\|36.61\|36.61\|34.00\|25166;2026-07-10\|35.20\|-1.81\|35.50\|36.97\|35.10\|4492459
114804		控制权变更+苹果授权+抖音电商 1、据2026年4月29日公告，控股股东达安世纪、悦华众城已与南京德乐科技签署补充协议，德乐科技拟受让20.33%股份，完成后控股股东将变更为德乐科技，实际控制人变更为陈铸。 2、据2026年4月25日年报，公司为苹果授权售后服务商已逾16年，全国运营57家苹果授权门店，并与苹果公司续签服务协议至2029年。 3、据2026年4月25日年报，旗下闪电蜂品牌已入驻抖音本地生活及“二手机小时达”，线上联盟店超3,300家，覆盖全国329个地级城市。	公司控股股东拟变更为德乐科技	2026-03-03\|20.99\|-1.64\|21.26\|21.93\|20.66\|71199;2026-03-04\|19.20\|-8.53\|20.67\|21.14\|18.60\|112197;2026-03-05\|19.16\|-0.21\|19.91\|19.94\|19.00\|100464;2026-03-06\|19.14\|-0.10\|19.49\|21.03\|19.13\|91446;2026-03-09\|19.88\|3.87\|18.80\|19.93\|18.45\|73845;2026-03-10\|22.11\|11.22\|20.16\|22.18\|19.72\|116637;2026-03-11\|21.52\|-2.67\|22.16\|22.30\|21.00\|76929;2026-03-12\|21.38\|-0.65\|21.52\|21.91\|21.13\|61496;2026-03-13\|21.46\|0.37\|21.38\|21.98\|21.12\|46990;2026-03-16\|22.19\|3.40\|21.34\|22.89\|21.32\|66670;2026-03-17\|20.93\|-5.68\|22.40\|22.53\|20.88\|62972;2026-03-18\|20.74\|-0.91\|21.11\|21.20\|20.48\|48714;2026-03-19\|20.28\|-2.22\|20.60\|21.05\|19.92\|42906;2026-03-20\|19.82\|-2.27\|20.55\|21.12\|19.75\|44855;2026-03-23\|19.76\|-0.30\|19.48\|20.93\|19.11\|87952;2026-03-24\|19.78\|0.10\|20.00\|20.19\|18.92\|75432;2026-03-25\|20.00\|1.11\|19.83\|20.30\|19.81\|44423;2026-03-26\|22.61\|13.05\|19.99\|23.41\|19.89\|171726;2026-03-27\|23.38\|3.41\|22.45\|23.38\|22.24\|119394;2026-04-01\|20.54\|-12.15\|22.23\|22.58\|19.80\|267170;2026-04-02\|21.80\|6.13\|20.00\|23.44\|19.88\|281746;2026-04-03\|20.83\|-4.45\|21.65\|22.19\|20.03\|209465;2026-04-07\|19.68\|-5.52\|20.42\|20.81\|19.51\|151631;2026-04-08\|20.38\|3.56\|19.95\|20.84\|19.83\|158996;2026-04-09\|20.25\|-0.64\|20.01\|20.37\|19.70\|98522;2026-04-10\|19.69\|-2.77\|20.23\|20.23\|19.54\|93361;2026-04-13\|19.10\|-3.00\|19.43\|19.60\|18.44\|87044;2026-04-14\|19.01\|-0.47\|19.10\|19.30\|18.66\|75891;2026-04-15\|19.82\|4.26\|19.08\|20.75\|19.08\|129657;2026-04-16\|23.78\|19.98\|19.70\|23.78\|19.24\|233869;2026-04-17\|24.61\|3.49\|24.74\|25.66\|23.66\|315679;2026-04-20\|27.35\|11.13\|24.65\|27.47\|24.62\|231893;2026-04-21\|27.38\|0.11\|26.86\|28.86\|26.08\|192909;2026-04-22\|27.27\|-0.40\|27.81\|28.15\|26.66\|133113;2026-04-23\|28.07\|2.93\|27.51\|28.80\|26.58\|162717;2026-04-24\|27.72\|-1.25\|28.40\|28.90\|26.30\|142620;2026-04-27\|26.43\|-4.65\|27.65\|27.75\|26.29\|120588;2026-04-28\|26.23\|-0.76\|26.58\|27.50\|26.10\|95091;2026-04-29\|27.87\|6.25\|26.27\|28.55\|26.24\|125400;2026-04-30\|27.60\|-0.97\|27.78\|28.25\|26.63\|76382;2026-05-06\|27.98\|1.38\|28.23\|28.63\|27.55\|86223;2026-05-07\|28.85\|3.11\|27.88\|29.26\|27.36\|95794;2026-05-08\|33.47\|16.01\|29.88\|34.62\|29.38\|265114;2026-05-11\|40.16\|19.99\|36.06\|40.16\|36.06\|187955;2026-05-12\|45.27\|12.72\|48.08\|48.19\|44.80\|408318;2026-05-13\|45.99\|1.59\|44.01\|46.15\|42.06\|300924;2026-05-14\|41.80\|-9.11\|48.01\|48.48\|41.80\|260119;2026-05-15\|37.41\|-10.50\|42.00\|42.95\|37.12\|220857;2026-05-18\|36.99\|-1.12\|37.00\|37.78\|36.00\|124746;2026-05-19\|40.41\|9.25\|36.64\|40.88\|36.64\|173494;2026-05-20\|39.22\|-2.94\|39.43\|39.56\|38.50\|98984;2026-05-21\|37.79\|-3.65\|39.77\|40.40\|37.52\|74180;2026-05-22\|38.56\|2.04\|38.34\|38.85\|37.72\|54852;2026-05-25\|38.28\|-0.73\|38.98\|39.02\|37.00\|78635;2026-05-26\|37.18\|-2.87\|38.44\|38.63\|36.56\|73098;2026-05-27\|35.37\|-4.87\|37.55\|37.58\|35.18\|66755;2026-05-28\|35.63\|0.74\|35.28\|35.93\|33.77\|75731;2026-05-29\|34.09\|-4.32\|35.93\|36.11\|33.66\|56566;2026-06-01\|33.28\|-2.38\|34.06\|34.50\|33.19\|47198;2026-06-02\|31.92\|-4.09\|33.23\|33.59\|30.97\|84038;2026-06-03\|30.68\|-3.88\|31.89\|32.01\|30.25\|79890;2026-06-04\|30.10\|-1.89\|30.75\|30.95\|29.65\|80094;2026-06-05\|30.32\|0.73\|29.90\|31.00\|29.55\|49795;2026-06-08\|28.68\|-5.41\|29.00\|30.49\|28.44\|61647;2026-06-09\|29.00\|1.12\|29.41\|29.95\|28.28\|77861;2026-06-10\|28.15\|-2.93\|27.74\|28.59\|27.72\|56523;2026-06-11\|27.54\|-2.17\|28.02\|28.14\|27.12\|41488;2026-06-12\|28.56\|3.70\|27.76\|28.80\|27.40\|62455;2026-06-15\|31.84\|11.48\|28.87\|31.98\|28.58\|122043;2026-06-16\|33.00\|3.64\|32.50\|33.80\|31.64\|98951;2026-06-17\|34.58\|4.79\|32.68\|34.93\|32.56\|77825;2026-06-18\|35.58\|2.89\|34.88\|36.08\|34.03\|79232;2026-06-22\|36.94\|3.82\|36.19\|38.66\|35.60\|94182;2026-06-23\|36.41\|-1.43\|36.68\|37.93\|35.60\|63251;2026-06-24\|34.55\|-5.11\|36.58\|36.58\|34.17\|71192;2026-06-25\|35.15\|1.74\|34.68\|36.32\|34.65\|73548;2026-06-26\|33.09\|-5.86\|34.88\|35.10\|32.94\|51477;2026-06-29\|29.97\|-9.43\|33.50\|33.50\|29.00\|82215;2026-06-30\|31.00\|3.44\|29.73\|32.25\|29.73\|66974;2026-07-01\|30.18\|-2.65\|31.00\|31.26\|30.08\|43032;2026-07-02\|29.38\|-2.65\|30.00\|30.95\|29.25\|44438;2026-07-03\|29.45\|0.24\|29.34\|30.99\|29.05\|46859;2026-07-06\|29.16\|-0.98\|29.42\|31.17\|28.64\|54096;2026-07-07\|28.31\|-2.92\|29.20\|29.20\|27.83\|44718;2026-07-08\|28.55\|0.85\|28.88\|29.83\|27.52\|51827;2026-07-09\|31.28\|9.56\|28.85\|31.77\|28.50\|80797;2026-07-10\|30.27\|-3.23\|32.00\|32.00\|30.20\|64091
114803		内窥镜+海外产能+养老金重仓 1、据公司2025年年报，公司2025年医用内窥镜器械收入1.58亿元，同比增长71%，并计划2026年继续推进泰国、美国二期产线建设，以规避关税并扩大对美出货。 2、据公司2025年年报，在光学产品领域，研发与市场化进程稳步推进：面向口腔应用的光学影像产品已完成样机试制，2026年将正式推出；基于AI的自动显微扫描系统已经成熟，正在进行试生产，2026年将正式推向市场。工业检测光学影像方案顺利推进，多款机器视觉镜头将于2026年陆续上市；聚焦光学在AI算力中的应用，开展算力光器件和光模块的相关产品研发。 3、据证券时报2026年4月27日报道，养老金最新出现在16只科创板股前十大流通股东名单中，合计持股量7229.87万股，期末持股市值合计39.47亿元。养老金最新重仓股名单中，持有比例最多的是海泰新光，持股量占流通股比例为4.20%。 4、据2025年4月25日年报，公司具备从核心部件到整机的垂直整合能力，与美国史赛克等深度合作，产品覆盖腹腔、泌尿、宫腔等多科室。	公司专业从事医用内窥镜器械和光学产品的研产销，出口产品占比超7成，其中高清荧光腹腔镜的出口金额占比排名国内第一	2026-03-03\|42.10\|-5.77\|44.68\|44.91\|41.95\|23619;2026-03-04\|40.97\|-2.68\|41.45\|42.29\|40.88\|16712;2026-03-05\|40.71\|-0.63\|41.49\|41.78\|40.66\|13678;2026-03-06\|40.89\|0.44\|40.80\|41.45\|40.56\|15787;2026-03-09\|39.75\|-2.79\|40.55\|40.58\|38.80\|21585;2026-03-10\|40.56\|2.04\|40.29\|40.81\|39.76\|15292;2026-03-11\|40.33\|-0.57\|40.81\|40.81\|40.05\|10371;2026-03-12\|40.13\|-0.50\|40.40\|40.56\|39.60\|11482;2026-03-13\|39.60\|-1.32\|40.13\|40.30\|39.50\|9464;2026-03-16\|39.85\|0.63\|39.35\|40.19\|39.35\|12016;2026-03-17\|39.91\|0.15\|40.01\|40.85\|39.84\|12624;2026-03-18\|40.12\|0.53\|39.90\|40.29\|39.56\|9544;2026-03-19\|38.97\|-2.87\|39.78\|39.88\|38.69\|13419;2026-03-20\|38.78\|-0.49\|38.83\|39.46\|38.00\|9309;2026-03-23\|36.31\|-6.37\|38.23\|38.60\|36.01\|19481;2026-03-24\|37.45\|3.14\|36.80\|37.48\|36.36\|12366;2026-03-25\|38.05\|1.60\|37.49\|38.40\|37.45\|9928;2026-03-26\|37.51\|-1.42\|38.31\|38.52\|37.32\|8295;2026-03-27\|39.86\|6.26\|37.49\|40.86\|37.33\|27282;2026-03-30\|47.83\|20.00\|39.75\|47.83\|39.26\|75277;2026-03-31\|54.69\|14.34\|49.80\|57.40\|49.50\|149100;2026-04-01\|62.79\|14.81\|57.00\|64.60\|54.70\|146112;2026-04-02\|61.92\|-1.39\|59.20\|63.23\|57.50\|96819;2026-04-03\|69.86\|12.82\|63.74\|72.40\|62.35\|140234;2026-04-07\|65.85\|-5.74\|66.08\|71.00\|64.02\|112581;2026-04-08\|70.64\|7.27\|68.08\|73.69\|68.08\|104958;2026-04-09\|73.16\|3.57\|72.41\|74.90\|68.70\|107154;2026-04-10\|73.10\|-0.08\|74.48\|74.70\|70.81\|89063;2026-04-13\|71.50\|-2.19\|69.50\|72.28\|62.60\|125090;2026-04-14\|70.99\|-0.71\|72.31\|76.60\|70.00\|87821;2026-04-15\|69.60\|-1.96\|70.46\|71.50\|66.00\|92218;2026-04-16\|75.70\|8.76\|69.26\|76.20\|69.26\|93672;2026-04-17\|82.23\|8.63\|77.06\|85.48\|76.00\|112762;2026-04-20\|86.73\|5.47\|82.85\|89.71\|82.00\|97735;2026-04-21\|92.12\|6.21\|87.22\|94.00\|83.72\|98002;2026-04-22\|96.50\|4.75\|92.09\|97.16\|88.22\|83875;2026-04-23\|100.52\|4.17\|98.00\|106.99\|96.51\|103028;2026-04-24\|98.97\|-1.54\|96.66\|101.00\|96.47\|104197;2026-04-27\|118.76\|20.00\|101.11\|118.76\|101.11\|65086;2026-04-28\|122.66\|3.28\|122.20\|125.21\|118.76\|76496;2026-04-29\|111.00\|-9.51\|122.66\|123.00\|108.10\|73371;2026-04-30\|110.00\|-0.90\|110.05\|115.58\|108.70\|44661;2026-05-06\|112.89\|2.63\|111.44\|113.83\|107.00\|58653;2026-05-07\|119.67\|6.01\|114.03\|120.97\|110.00\|56909;2026-05-08\|122.50\|2.36\|118.00\|124.00\|115.13\|35784;2026-05-11\|138.90\|13.39\|126.00\|140.79\|126.00\|47919;2026-05-12\|142.50\|2.59\|142.10\|152.84\|133.30\|53925;2026-05-13\|138.30\|-2.95\|142.30\|147.94\|134.00\|49184;2026-05-14\|142.00\|2.68\|139.00\|149.90\|138.30\|52151;2026-05-15\|123.10\|-13.31\|132.00\|139.84\|121.00\|62356;2026-05-18\|123.36\|0.21\|121.29\|128.58\|121.00\|43161;2026-05-19\|127.67\|3.49\|121.73\|127.68\|119.08\|36858;2026-05-20\|126.10\|-1.23\|127.27\|130.00\|124.14\|26992;2026-05-21\|125.88\|-0.17\|126.85\|134.57\|125.50\|39323;2026-05-22\|136.99\|8.83\|128.00\|137.20\|125.00\|33531;2026-05-25\|135.75\|-0.91\|137.17\|138.36\|130.98\|27803;2026-05-26\|139.57\|2.81\|137.92\|145.00\|131.50\|52561;2026-05-27\|142.73\|2.26\|140.96\|145.00\|138.33\|35818;2026-05-28\|148.52\|4.06\|144.00\|152.79\|139.27\|44750;2026-05-29\|154.98\|4.35\|155.84\|171.00\|153.00\|64378;2026-06-01\|143.52\|-7.39\|153.92\|158.00\|142.50\|54660;2026-06-02\|148.78\|3.67\|142.53\|152.50\|139.00\|43109;2026-06-03\|146.40\|-1.60\|150.00\|157.98\|144.34\|47884;2026-06-04\|145.00\|-0.96\|143.63\|152.00\|143.01\|44977;2026-06-05\|132.58\|-8.57\|143.00\|143.00\|128.49\|58401;2026-06-08\|117.75\|-11.19\|121.80\|128.47\|112.00\|75813;2026-06-09\|124.72\|5.92\|123.65\|125.25\|116.00\|63943;2026-06-10\|116.83\|-5.88\|122.00\|122.88\|113.18\|52871;2026-06-11\|111.99\|-4.14\|116.17\|118.06\|111.00\|34544;2026-06-12\|110.11\|-1.68\|114.63\|117.77\|108.50\|48835;2026-06-15\|122.00\|10.80\|109.99\|122.00\|109.08\|68872;2026-06-16\|119.01\|-2.45\|122.01\|122.77\|117.56\|42385;2026-06-17\|118.15\|-0.72\|116.00\|119.37\|115.20\|41194;2026-06-18\|118.68\|0.45\|119.41\|120.78\|115.40\|51985;2026-06-22\|121.90\|2.71\|119.88\|131.12\|119.51\|87944;2026-06-23\|118.36\|-2.90\|123.06\|123.06\|114.50\|57192;2026-06-24\|112.76\|-4.73\|118.39\|119.98\|112.61\|57664;2026-06-25\|113.88\|0.99\|114.00\|115.97\|110.00\|45751;2026-06-26\|103.06\|-9.50\|111.54\|113.79\|102.90\|74379;2026-06-29\|95.65\|-7.19\|102.90\|105.67\|93.50\|89287;2026-06-30\|101.13\|5.73\|96.88\|101.60\|93.51\|65464;2026-07-01\|100.18\|-0.94\|102.90\|102.90\|98.00\|39898;2026-07-02\|99.03\|-1.15\|98.98\|105.00\|96.41\|59561;2026-07-03\|99.00\|-0.03\|102.44\|102.44\|97.76\|41138;2026-07-06\|91.95\|-7.12\|100.40\|101.00\|89.49\|64963;2026-07-07\|86.99\|-5.39\|92.00\|92.00\|86.13\|52294;2026-07-08\|85.61\|-1.59\|88.44\|89.08\|84.50\|31778;2026-07-09\|88.37\|3.22\|86.01\|89.60\|81.88\|45863;2026-07-10\|87.58\|-0.89\|89.38\|92.09\|87.58\|3599063
114802		医药流通+创新药+浙江国资 1、据2026年4月23日年报，公司是浙江省属国有控股上市公司，最终控制人为浙江省国资委，主营药品、医疗器械批发零售，为浙江省内医药流通龙头企业之一。 2、据2026年5月13日及14日互动易，公司拓展核药流通、跨境电商等新业务模式，并引进孵育创新重磅品种，强化在核药、创新特药等领域的供应链服务能力。 3、据2026年5月29日公告，公司董事会审议通过了《“十五五”战略规划纲要》，旨在确立未来五年发展路径，明确战略定位与目标。	浙江省医药流通行业区域龙头，专业医药物流能力全省一流，拥有杭州、宁波、金华、温州、嘉兴五个现代医药物流中心	2026-03-03\|11.44\|-3.05\|11.76\|11.87\|11.44\|82846;2026-03-04\|11.45\|0.09\|11.31\|11.51\|11.27\|46012;2026-03-05\|11.46\|0.09\|11.54\|11.63\|11.33\|58327;2026-03-06\|11.70\|2.09\|11.39\|11.72\|11.39\|45417;2026-03-09\|11.58\|-1.03\|11.50\|11.64\|11.49\|41836;2026-03-10\|11.67\|0.78\|11.68\|11.73\|11.64\|40815;2026-03-11\|11.56\|-0.94\|11.68\|11.69\|11.51\|41389;2026-03-12\|11.52\|-0.35\|11.51\|11.59\|11.44\|31950;2026-03-13\|11.51\|-0.09\|11.52\|11.61\|11.47\|37477;2026-03-16\|11.47\|-0.35\|11.47\|11.68\|11.42\|31669;2026-03-17\|11.35\|-1.05\|11.50\|11.55\|11.34\|35485;2026-03-18\|11.40\|0.44\|11.34\|11.41\|11.18\|45390;2026-03-19\|11.11\|-2.54\|11.29\|11.35\|11.10\|45116;2026-03-20\|10.97\|-1.26\|11.12\|11.21\|10.92\|38939;2026-03-23\|10.29\|-6.20\|10.72\|10.85\|10.22\|71499;2026-03-24\|10.68\|3.79\|10.43\|10.69\|10.32\|49861;2026-03-25\|10.72\|0.37\|10.68\|10.75\|10.60\|34181;2026-03-26\|10.56\|-1.49\|10.70\|10.84\|10.55\|31126;2026-03-27\|10.83\|2.56\|10.50\|10.84\|10.45\|34933;2026-03-30\|10.94\|1.02\|10.73\|10.95\|10.71\|37115;2026-03-31\|10.85\|-0.82\|10.95\|11.06\|10.85\|30721;2026-04-01\|11.14\|2.67\|10.95\|11.16\|10.84\|45927;2026-04-02\|11.25\|0.99\|11.19\|11.39\|11.13\|45581;2026-04-03\|10.95\|-2.67\|11.19\|11.20\|10.95\|41851;2026-04-07\|11.07\|1.10\|10.95\|11.15\|10.78\|33821;2026-04-08\|11.18\|0.99\|11.16\|11.23\|11.04\|57304;2026-04-09\|10.97\|-1.88\|11.10\|11.26\|10.94\|47218;2026-04-10\|11.07\|0.91\|10.97\|11.14\|10.92\|35478;2026-04-13\|10.85\|-1.99\|11.06\|11.06\|10.75\|39988;2026-04-14\|10.85\|0.00\|10.90\|10.93\|10.74\|29015;2026-04-15\|11.28\|3.96\|10.90\|11.41\|10.89\|104154;2026-04-16\|11.12\|-1.42\|11.22\|11.24\|10.99\|75518;2026-04-17\|10.96\|-1.44\|11.08\|11.08\|10.90\|43641;2026-04-20\|10.91\|-0.46\|10.96\|10.97\|10.81\|33359;2026-04-21\|10.96\|0.46\|10.91\|11.03\|10.87\|32650;2026-04-22\|10.82\|-1.28\|10.90\|10.94\|10.78\|38913;2026-04-23\|11.16\|3.14\|10.98\|11.30\|10.92\|105486;2026-04-24\|11.00\|-1.43\|11.09\|11.16\|10.91\|62466;2026-04-27\|10.95\|-0.45\|11.00\|11.00\|10.84\|38057;2026-04-28\|10.52\|-3.93\|10.53\|10.61\|10.41\|82318;2026-04-29\|10.62\|0.95\|10.42\|10.85\|10.42\|47307;2026-04-30\|10.60\|-0.19\|10.56\|10.66\|10.56\|24596;2026-05-06\|10.73\|1.23\|10.59\|10.82\|10.59\|36094;2026-05-07\|10.77\|0.37\|10.78\|10.86\|10.67\|34055;2026-05-08\|10.78\|0.09\|10.76\|10.82\|10.69\|31710;2026-05-11\|11.42\|5.94\|10.74\|11.53\|10.69\|139274;2026-05-12\|11.52\|0.88\|11.42\|11.58\|11.23\|108378;2026-05-13\|11.55\|0.26\|11.50\|11.56\|11.41\|65259;2026-05-14\|11.78\|1.99\|11.50\|11.98\|11.48\|181157;2026-05-15\|11.79\|0.08\|11.72\|11.86\|11.61\|97434;2026-05-18\|11.92\|1.10\|11.79\|12.00\|11.56\|149020;2026-05-19\|11.94\|0.17\|11.86\|12.15\|11.80\|157838;2026-05-20\|11.99\|0.42\|11.91\|12.10\|11.73\|158909;2026-05-21\|11.91\|-0.67\|11.91\|12.25\|11.83\|200364;2026-05-22\|12.12\|1.76\|11.90\|12.12\|11.70\|195613;2026-05-25\|12.11\|-0.08\|12.03\|12.27\|11.99\|190346;2026-05-26\|12.17\|0.50\|12.11\|12.19\|11.98\|147978;2026-05-27\|12.07\|-0.82\|12.20\|12.25\|11.99\|128990;2026-05-28\|11.54\|-4.39\|12.02\|12.06\|11.00\|281630;2026-05-29\|11.68\|1.21\|11.55\|11.79\|11.34\|217977;2026-06-01\|12.15\|4.02\|11.65\|12.18\|11.42\|219762;2026-06-02\|12.07\|-0.66\|12.21\|12.29\|11.98\|169261;2026-06-03\|11.81\|-2.15\|12.07\|12.08\|11.70\|147618;2026-06-04\|11.68\|-1.10\|11.72\|11.93\|11.64\|139549;2026-06-05\|11.39\|-2.48\|11.69\|11.86\|11.36\|135786;2026-06-08\|10.88\|-4.48\|11.10\|11.15\|10.58\|153055;2026-06-09\|9.81\|-9.83\|10.96\|10.96\|9.79\|227336;2026-06-10\|9.40\|-4.18\|9.71\|9.77\|9.25\|122666;2026-06-11\|9.22\|-1.91\|9.35\|9.37\|9.03\|86535;2026-06-12\|9.49\|2.93\|9.25\|9.63\|9.05\|98190;2026-06-15\|10.44\|10.01\|9.50\|10.44\|9.49\|109844;2026-06-16\|10.10\|-3.26\|10.23\|10.45\|9.99\|124334;2026-06-17\|9.86\|-2.38\|10.08\|10.09\|9.76\|75720;2026-06-18\|9.59\|-2.74\|9.95\|9.95\|9.58\|53278;2026-06-22\|9.60\|0.10\|9.61\|9.63\|9.28\|63295;2026-06-23\|9.62\|0.21\|9.52\|9.88\|9.50\|63207;2026-06-24\|9.39\|-2.39\|9.55\|9.68\|9.34\|44048;2026-06-25\|9.44\|0.53\|9.36\|9.51\|9.10\|55209;2026-06-26\|9.00\|-4.66\|9.35\|9.50\|9.00\|50788;2026-06-29\|9.23\|2.56\|8.95\|9.33\|8.62\|72464;2026-06-30\|9.03\|-2.17\|9.13\|9.13\|8.96\|34394;2026-07-01\|9.30\|2.99\|8.97\|9.33\|8.95\|46384;2026-07-02\|9.37\|0.75\|9.21\|9.50\|9.21\|37647;2026-07-03\|9.54\|1.81\|9.45\|9.57\|9.38\|36149;2026-07-06\|9.61\|0.73\|9.54\|9.70\|9.43\|35690;2026-07-07\|9.38\|-2.39\|9.61\|9.63\|9.32\|27230;2026-07-08\|9.60\|2.35\|9.42\|9.65\|9.27\|41481;2026-07-09\|9.45\|-1.56\|9.60\|9.65\|9.35\|36521;2026-07-10\|9.31\|2.31\|9.13\|9.37\|9.01\|49788
114801		参股月之暗面+拟投资阶跃星辰+AI医疗 1、据2026年6月15日21世纪经济报道，公司董事长刘毅表示投资月之暗面是基于“投科学家”逻辑；据2026年4月29日年报，公司参与投资的核心项目包括月之暗面。 2、据2026年6月1日公告，公司参与的海棠同慧基金已签署协议拟投资阶跃星辰；据2026年4月29日投资者关系管理信息，公司已实现对AI领域算法、算力、应用、数据等产业链全覆盖。 3、据2026年4月29日年报及投资者关系管理信息，公司“AIoT糖尿病家庭医助”项目持续推进，已组建30余人AI团队，基于约47.98万用户私域数据训练垂直大模型，赋能糖尿病诊疗照护业务。	公司确立了医疗健康+大类资产配置投资双主业发展，投资的砺思资本连投了三轮月之暗面，后者估值达180亿美元	2026-03-03\|50.50\|3.42\|49.23\|52.25\|48.29\|622751;2026-03-04\|50.99\|0.97\|50.25\|51.98\|49.77\|400914;2026-03-05\|50.27\|-1.41\|51.63\|52.00\|48.92\|325059;2026-03-06\|49.04\|-2.45\|50.17\|50.29\|48.20\|265963;2026-03-09\|50.31\|2.59\|49.38\|50.87\|47.52\|383206;2026-03-10\|53.20\|5.74\|50.50\|53.70\|50.31\|410498;2026-03-11\|58.52\|10.00\|53.11\|58.52\|52.50\|440235;2026-03-12\|58.88\|0.62\|60.19\|61.30\|58.33\|496473;2026-03-13\|55.31\|-6.06\|58.63\|58.98\|54.26\|410185;2026-03-16\|54.36\|-1.72\|56.23\|56.48\|53.60\|251526;2026-03-17\|54.50\|0.26\|54.40\|56.77\|54.36\|253235;2026-03-18\|59.95\|10.00\|54.33\|59.95\|54.02\|385248;2026-03-19\|65.95\|10.01\|62.27\|65.95\|61.57\|702247;2026-03-20\|62.36\|-5.44\|66.33\|67.49\|61.74\|725388;2026-03-23\|60.52\|-2.95\|62.01\|65.05\|60.00\|490821;2026-03-24\|60.85\|0.55\|61.08\|61.49\|59.00\|373925;2026-03-25\|63.70\|4.68\|61.02\|65.56\|60.59\|438356;2026-03-26\|62.40\|-2.04\|63.35\|63.50\|61.03\|286476;2026-03-27\|68.64\|10.00\|61.72\|68.64\|61.10\|492470;2026-03-30\|75.50\|9.99\|67.95\|75.50\|65.70\|581258;2026-03-31\|73.58\|-2.54\|75.50\|81.91\|73.50\|615603;2026-04-01\|80.94\|10.00\|76.88\|80.94\|73.88\|139161;2026-04-02\|81.15\|0.26\|82.50\|84.94\|80.70\|523830;2026-04-03\|81.13\|-0.02\|80.00\|82.80\|79.06\|335350;2026-04-07\|82.86\|2.13\|82.10\|86.48\|80.56\|295774;2026-04-08\|87.59\|5.71\|84.43\|88.80\|83.50\|372505;2026-04-09\|88.01\|0.48\|86.74\|89.99\|81.00\|303996;2026-04-10\|92.75\|5.39\|89.18\|94.80\|88.25\|272445;2026-04-13\|85.93\|-7.35\|91.00\|91.40\|85.53\|388103;2026-04-14\|77.80\|-9.46\|84.57\|85.90\|77.34\|591332;2026-04-15\|75.58\|-2.85\|77.91\|78.28\|75.20\|344092;2026-04-16\|75.28\|-0.40\|75.01\|75.91\|71.75\|346026;2026-04-17\|75.35\|0.09\|74.20\|77.67\|72.70\|334074;2026-04-20\|80.28\|6.54\|75.35\|82.89\|74.99\|421597;2026-04-21\|80.08\|-0.25\|80.36\|81.00\|77.68\|215870;2026-04-22\|88.09\|10.00\|79.51\|88.09\|78.61\|369375;2026-04-23\|86.15\|-2.20\|88.65\|94.94\|85.70\|416115;2026-04-24\|81.54\|-5.35\|85.31\|88.02\|80.84\|304898;2026-04-27\|77.35\|-5.14\|81.14\|81.50\|75.89\|277154;2026-04-28\|74.91\|-3.15\|76.88\|77.60\|74.53\|223941;2026-04-29\|75.16\|0.33\|76.60\|81.28\|75.03\|365585;2026-04-30\|73.50\|-2.21\|75.16\|76.70\|72.75\|248231;2026-05-06\|72.50\|-1.36\|71.91\|73.78\|68.62\|350630;2026-05-07\|78.30\|8.00\|73.69\|79.75\|72.07\|446200;2026-05-08\|76.13\|-2.77\|76.61\|78.50\|74.45\|304302;2026-05-11\|73.12\|-3.95\|76.87\|78.21\|72.55\|399727;2026-05-12\|74.60\|2.02\|72.69\|75.68\|72.51\|238358;2026-05-13\|77.92\|4.45\|74.23\|79.80\|71.86\|373428;2026-05-14\|78.82\|1.16\|80.04\|84.50\|78.29\|402524;2026-05-15\|74.38\|-5.63\|78.84\|78.84\|74.20\|267487;2026-05-18\|73.44\|-1.26\|74.38\|76.65\|72.92\|269698;2026-05-19\|73.93\|0.67\|73.77\|75.27\|72.18\|200201;2026-05-20\|70.68\|-4.40\|73.14\|75.14\|69.33\|269211;2026-05-21\|72.61\|2.73\|71.68\|77.75\|70.12\|471277;2026-05-22\|79.87\|10.00\|73.78\|79.87\|73.00\|359914;2026-05-25\|87.86\|10.00\|80.80\|87.86\|80.70\|310206;2026-05-26\|91.58\|4.23\|92.28\|92.99\|87.13\|476836;2026-05-27\|84.54\|-7.69\|91.00\|92.00\|83.69\|326715;2026-05-28\|76.50\|-9.51\|84.00\|85.48\|76.09\|371312;2026-05-29\|76.29\|-0.27\|76.90\|79.33\|75.29\|285548;2026-06-01\|77.79\|1.97\|76.33\|80.68\|76.32\|298473;2026-06-02\|77.79\|0.00\|78.38\|80.00\|75.29\|263003;2026-06-03\|77.20\|1.18\|75.80\|78.89\|74.66\|244035;2026-06-04\|73.92\|-4.25\|76.49\|77.47\|73.50\|167152;2026-06-05\|70.68\|-4.38\|73.42\|74.00\|69.61\|231336;2026-06-08\|67.97\|-3.83\|69.02\|69.99\|67.07\|199165;2026-06-09\|67.70\|-0.40\|68.73\|68.95\|65.21\|253955;2026-06-10\|64.98\|-4.02\|67.69\|67.80\|63.38\|182076;2026-06-11\|61.74\|-4.99\|64.51\|64.88\|61.24\|187071;2026-06-12\|60.90\|-1.36\|62.97\|63.48\|60.51\|167115;2026-06-15\|66.99\|10.00\|63.88\|66.99\|63.10\|72254;2026-06-16\|70.90\|5.84\|70.41\|71.86\|69.10\|391476;2026-06-17\|66.83\|-5.74\|71.96\|71.96\|65.79\|306461;2026-06-18\|73.51\|10.00\|66.77\|73.51\|66.56\|222515;2026-06-22\|72.88\|-0.86\|73.51\|74.00\|71.03\|309428;2026-06-23\|68.99\|-5.34\|72.00\|72.80\|68.82\|236845;2026-06-24\|68.05\|-1.36\|68.82\|71.21\|67.38\|176255;2026-06-25\|71.83\|5.55\|69.00\|74.50\|68.09\|324974;2026-06-26\|66.50\|-7.42\|71.17\|71.82\|65.81\|267918;2026-06-29\|66.83\|0.50\|66.51\|70.38\|66.01\|244627;2026-06-30\|70.68\|5.76\|66.01\|71.78\|64.25\|249832;2026-07-01\|69.52\|-1.64\|70.20\|71.79\|68.80\|150860;2026-07-02\|67.16\|-3.39\|68.01\|69.00\|66.26\|164226;2026-07-03\|66.44\|-1.07\|66.49\|67.76\|65.50\|122379;2026-07-06\|63.30\|-4.73\|66.00\|67.30\|63.15\|173071;2026-07-07\|59.75\|-5.61\|63.00\|63.10\|59.20\|171250;2026-07-08\|59.61\|-0.23\|60.18\|61.60\|57.64\|190795;2026-07-09\|58.36\|-2.10\|59.46\|60.29\|56.70\|154512;2026-07-10\|58.80\|0.75\|58.92\|60.58\|58.27\|161951
114800		涨停揭秘：美伊停火提振金价叠加280亿元海外黄金资产收购推进，公司黄金储量与产量双升逻辑强化；涨停缘由：美伊两周停火推动黄金突破4850美元/盎司；央行购金+地缘风险未完全解除支撑金价中枢上移；公司拟280亿元收购海外优质金矿，资源储备再跃升；资金逻辑：外资与内资共同加仓黄金核心资产，紫金矿业作为A+H黄金龙头具备全球定价权与成长确定性，量能持续放大显示主力介入；风险提示：海外并购存在监管审批与整合风险，金价高位回调将压制估值弹性	公司拟280亿元收购海外黄金资产	2026-03-03\|38.86\|-4.68\|40.35\|40.35\|38.66\|4140938;2026-03-04\|37.96\|-2.32\|37.70\|38.89\|37.48\|3125702;2026-03-05\|37.67\|-0.76\|38.46\|38.48\|37.20\|2606599;2026-03-06\|37.10\|-1.51\|37.01\|37.48\|36.24\|2539470;2026-03-09\|36.40\|-1.89\|35.93\|36.67\|34.86\|3906290;2026-03-10\|37.13\|2.01\|36.98\|37.54\|36.80\|2013124;2026-03-11\|37.24\|0.30\|37.50\|37.64\|37.04\|1481313;2026-03-12\|36.75\|-1.32\|36.79\|37.16\|36.35\|1891130;2026-03-13\|35.77\|-2.67\|36.20\|36.94\|35.60\|2471205;2026-03-16\|34.75\|-2.85\|35.04\|35.17\|33.60\|4207313;2026-03-17\|34.90\|0.43\|34.73\|35.55\|34.67\|2253776;2026-03-18\|34.92\|0.06\|34.74\|35.00\|34.35\|1990248;2026-03-19\|32.32\|-7.45\|33.25\|33.90\|32.12\|5279354;2026-03-20\|31.65\|-2.07\|32.20\|32.85\|31.43\|3850343;2026-03-23\|30.58\|-3.38\|30.21\|31.34\|29.80\|4933043;2026-03-24\|32.20\|5.30\|31.25\|32.38\|30.91\|4572645;2026-03-25\|33.24\|3.23\|33.50\|33.98\|33.09\|4106152;2026-03-26\|32.09\|-3.46\|33.10\|33.24\|31.83\|3050473;2026-03-27\|32.47\|1.18\|31.50\|32.72\|31.50\|2282467;2026-03-30\|32.78\|0.95\|32.20\|32.80\|31.88\|2369010;2026-03-31\|32.72\|-0.18\|32.98\|33.50\|32.60\|2531059;2026-04-01\|34.15\|4.37\|33.86\|34.58\|33.62\|3237031;2026-04-02\|33.12\|-3.02\|33.99\|33.99\|32.70\|2589426;2026-04-03\|32.91\|-0.63\|33.25\|33.33\|32.82\|1419991;2026-04-07\|32.41\|-1.52\|32.80\|33.10\|32.33\|1506498;2026-04-08\|34.62\|6.82\|34.00\|34.76\|34.00\|4079541;2026-04-09\|33.90\|-2.08\|33.99\|34.19\|33.74\|2206590;2026-04-10\|33.75\|-0.44\|34.23\|34.58\|33.70\|2375710;2026-04-13\|33.66\|-0.27\|33.38\|33.80\|33.31\|1765321;2026-04-14\|34.80\|3.39\|34.49\|34.95\|34.35\|2988457;2026-04-15\|34.91\|0.32\|35.75\|36.00\|34.81\|2991792;2026-04-16\|35.30\|1.12\|35.00\|35.39\|35.00\|2009412;2026-04-17\|34.73\|-1.61\|35.00\|35.10\|34.50\|2155828;2026-04-20\|34.82\|0.26\|34.86\|35.29\|34.70\|2256403;2026-04-21\|35.66\|2.41\|34.98\|35.68\|34.50\|3119791;2026-04-22\|35.53\|-0.36\|35.67\|35.86\|35.24\|3723920;2026-04-23\|34.40\|-3.18\|35.56\|35.56\|34.14\|3566449;2026-04-24\|34.31\|-0.26\|34.02\|34.42\|33.53\|2577934;2026-04-27\|33.56\|-2.19\|34.00\|34.25\|33.48\|2310885;2026-04-28\|32.95\|-1.82\|33.33\|33.46\|32.88\|2070092;2026-04-29\|34.14\|3.61\|32.55\|34.20\|32.51\|3034995;2026-04-30\|33.30\|-2.46\|33.70\|34.02\|33.08\|2403899;2026-05-06\|34.21\|2.73\|33.50\|34.38\|33.21\|3990720;2026-05-07\|34.46\|0.73\|34.84\|35.17\|34.12\|3360414;2026-05-08\|34.80\|0.99\|34.02\|35.00\|33.84\|3012482;2026-05-11\|34.27\|-1.52\|34.55\|34.72\|33.85\|3037097;2026-05-12\|34.58\|0.90\|34.96\|35.33\|34.50\|4169460;2026-05-13\|34.66\|0.23\|35.10\|35.25\|34.45\|3224803;2026-05-14\|33.52\|-3.29\|34.49\|34.76\|33.50\|2769481;2026-05-15\|31.84\|-5.01\|32.99\|33.00\|31.50\|4482822;2026-05-18\|31.30\|-1.70\|30.90\|31.37\|30.71\|2887987;2026-05-19\|31.16\|-0.45\|31.30\|31.39\|30.64\|1808601;2026-05-20\|30.39\|-2.47\|30.53\|30.64\|29.92\|3144897;2026-05-21\|29.99\|-1.32\|30.91\|31.25\|29.93\|2956155;2026-05-22\|30.96\|3.23\|30.16\|31.14\|29.88\|2681039;2026-05-25\|31.35\|1.26\|31.64\|32.00\|31.09\|2840462;2026-05-26\|32.90\|4.94\|31.16\|32.98\|31.02\|4437216;2026-05-27\|31.62\|-3.89\|32.58\|32.89\|31.53\|2616966;2026-05-28\|30.71\|-2.88\|31.00\|31.20\|30.08\|3109909;2026-05-29\|30.44\|-0.88\|31.32\|31.38\|30.18\|2610250;2026-06-01\|30.19\|-0.82\|30.22\|30.70\|30.12\|1751622;2026-06-02\|31.58\|4.60\|30.36\|31.74\|30.12\|3333214;2026-06-03\|31.27\|-0.98\|31.01\|31.82\|30.95\|2529803;2026-06-04\|30.34\|-2.97\|30.90\|30.95\|30.22\|2062166;2026-06-05\|29.63\|-2.34\|30.30\|30.85\|29.53\|2716213;2026-06-08\|28.05\|-5.33\|28.28\|28.73\|27.58\|3775320;2026-06-09\|28.47\|1.50\|28.14\|28.53\|27.60\|2513161;2026-06-10\|27.70\|-2.70\|27.60\|28.00\|27.20\|3044088;2026-06-11\|27.33\|-1.34\|27.20\|27.69\|26.80\|3231431;2026-06-12\|29.09\|6.44\|28.09\|29.76\|27.81\|5098539;2026-06-15\|31.31\|7.63\|30.54\|31.35\|30.40\|5714756;2026-06-16\|30.29\|-3.26\|31.00\|31.10\|30.20\|2922715;2026-06-17\|30.43\|0.46\|30.50\|30.95\|30.12\|2229817;2026-06-18\|29.69\|-2.43\|29.96\|30.98\|29.28\|3620675;2026-06-22\|30.44\|2.53\|29.25\|30.50\|28.55\|3918476;2026-06-23\|27.75\|-8.84\|29.95\|30.00\|27.64\|4947402;2026-06-24\|27.65\|-0.36\|27.41\|27.97\|27.33\|2846096;2026-06-25\|25.92\|-6.26\|26.51\|26.76\|25.73\|5760700;2026-06-26\|25.10\|-1.72\|25.90\|25.90\|24.86\|3528208;2026-06-29\|25.79\|2.75\|25.35\|25.96\|24.98\|3232927;2026-06-30\|25.14\|-2.52\|25.05\|25.26\|24.70\|3107057;2026-07-01\|25.11\|-0.12\|24.85\|25.55\|24.42\|3389084;2026-07-02\|26.30\|4.74\|25.61\|26.96\|25.52\|5067417;2026-07-03\|27.82\|5.78\|27.50\|28.30\|27.41\|5386520;2026-07-06\|28.28\|1.65\|27.64\|29.19\|27.62\|3700913;2026-07-07\|27.62\|-2.33\|27.80\|28.11\|27.43\|2235422;2026-07-08\|27.36\|-0.94\|27.12\|28.03\|26.80\|1969818;2026-07-09\|27.62\|0.95\|26.82\|27.70\|26.55\|2514997;2026-07-10\|27.72\|0.36\|28.00\|28.45\|27.08\|2657100
114799		铜矿开发+矿山服务+业绩增长行业原因：美伊达成和平协议，市场风险偏好回暖，贵金属及有色金属大涨。东风证券指出，工业金属方面，铜铝锡等品种淡季需求韧性强于市场预期，电网、半导体等领域的刚性需求将放大价格修复弹性。公司原因： 1、据2026年5月18日公告，公司位于哥伦比亚的Alacran铜金银矿环境影响评估正式获批，该项目投资概算4.204亿美元；据2026年5月23日公告，公司拟增加该项目投资，项目推进确定性增强。 2、据2026年4月28日披露的2026年一季报，公司实现营收34.14亿元，同比增长21.45%；归母净利润6.01亿元，同比增长42.55%，业绩增长显著。 3、据申万宏源2026年5月27日研报，公司在地下矿山开发服务领域处领先地位，同时推进多个铜矿在建工程，矿铜产量成长性强，给予“增持”评级。	公司收购刚果（金）Dikulushi铜银矿并认购了艾芬豪旗下加拿大上市公司Cordoba公司股权，参与其在哥伦比亚的San Matias铜金银矿项目	2026-03-03\|74.29\|-5.58\|77.80\|78.58\|74.00\|100873;2026-03-04\|73.47\|-1.10\|73.00\|76.00\|72.88\|68683;2026-03-05\|71.61\|-2.53\|74.93\|74.98\|70.52\|79189;2026-03-06\|68.93\|-3.74\|70.90\|71.00\|68.78\|101124;2026-03-09\|65.45\|-5.05\|67.50\|67.50\|63.01\|168677;2026-03-10\|66.18\|1.12\|66.80\|67.20\|65.78\|96073;2026-03-11\|65.80\|-0.57\|66.39\|66.75\|65.62\|96440;2026-03-12\|63.94\|-2.83\|65.46\|65.77\|63.48\|112726;2026-03-13\|62.36\|-2.47\|63.55\|64.40\|62.31\|100676;2026-03-16\|59.69\|-4.28\|61.88\|61.89\|58.51\|136208;2026-03-17\|58.72\|-1.63\|60.24\|60.77\|58.50\|86013;2026-03-18\|57.80\|-1.57\|58.72\|59.00\|56.70\|120471;2026-03-19\|54.69\|-5.38\|55.35\|56.57\|54.43\|140170;2026-03-20\|55.56\|1.59\|55.03\|57.50\|55.03\|136233;2026-03-23\|52.93\|-4.73\|54.06\|55.07\|52.20\|162530;2026-03-24\|56.67\|7.07\|54.11\|56.77\|52.81\|177130;2026-03-25\|58.91\|3.95\|59.00\|61.19\|58.71\|198315;2026-03-26\|57.30\|-2.73\|58.52\|59.61\|56.86\|126040;2026-03-27\|57.15\|-0.26\|56.22\|58.66\|56.22\|94282;2026-03-30\|56.80\|-0.61\|56.63\|57.06\|55.22\|81253;2026-03-31\|56.83\|0.05\|56.90\|58.15\|56.56\|114681;2026-04-01\|60.29\|6.09\|58.68\|61.43\|58.67\|133288;2026-04-02\|58.22\|-3.43\|60.00\|60.00\|57.56\|103579;2026-04-03\|57.81\|-0.70\|58.56\|58.83\|57.56\|53332;2026-04-07\|57.38\|-0.74\|58.01\|58.43\|57.09\|77941;2026-04-08\|62.32\|8.61\|60.11\|62.60\|60.11\|148795;2026-04-09\|61.60\|-1.16\|61.25\|62.49\|60.71\|71801;2026-04-10\|60.75\|-1.38\|61.96\|62.10\|60.68\|68203;2026-04-13\|59.97\|-1.28\|60.67\|61.08\|59.80\|54672;2026-04-14\|62.90\|4.89\|61.80\|64.02\|61.38\|115215;2026-04-15\|62.75\|-0.24\|64.78\|66.05\|62.59\|93679;2026-04-16\|63.71\|1.53\|63.37\|64.10\|62.87\|72767;2026-04-17\|62.88\|-1.30\|63.23\|64.12\|62.22\|75849;2026-04-20\|63.71\|1.32\|63.72\|65.00\|62.96\|86119;2026-04-21\|63.73\|0.03\|63.20\|63.78\|61.78\|75781;2026-04-22\|64.50\|1.21\|63.08\|65.00\|62.70\|90516;2026-04-23\|62.90\|-2.48\|64.15\|65.33\|62.19\|83143;2026-04-24\|62.50\|-0.64\|62.20\|62.88\|60.86\|65699;2026-04-27\|61.81\|-1.10\|62.20\|62.88\|61.75\|62839;2026-04-28\|60.30\|-2.44\|60.90\|61.48\|59.76\|76213;2026-04-29\|62.83\|4.20\|59.80\|63.25\|59.77\|95328;2026-04-30\|62.30\|-0.84\|62.56\|63.15\|61.60\|78053;2026-05-06\|64.12\|2.92\|62.88\|64.49\|61.06\|108514;2026-05-07\|67.51\|5.29\|65.90\|68.98\|64.73\|129442;2026-05-08\|66.67\|-1.24\|66.51\|67.60\|64.23\|120154;2026-05-11\|65.00\|-2.50\|66.01\|66.75\|64.40\|106950;2026-05-12\|67.60\|4.00\|67.20\|69.33\|66.10\|153514;2026-05-13\|69.52\|2.84\|68.34\|70.00\|66.66\|160880;2026-05-14\|66.50\|-4.34\|68.73\|69.00\|66.50\|82928;2026-05-15\|62.95\|-5.34\|65.60\|66.44\|62.18\|116589;2026-05-18\|63.20\|0.40\|62.00\|63.63\|60.53\|96367;2026-05-19\|65.71\|3.97\|62.82\|65.80\|62.54\|115544;2026-05-20\|63.05\|-4.05\|65.05\|65.05\|61.21\|133610;2026-05-21\|63.50\|0.71\|63.76\|67.20\|63.31\|134655;2026-05-22\|66.33\|4.46\|63.50\|66.93\|63.16\|105923;2026-05-25\|69.85\|5.31\|67.74\|71.20\|67.51\|138798;2026-05-26\|75.15\|7.59\|69.87\|75.18\|69.00\|165512;2026-05-27\|72.93\|-2.95\|73.65\|74.60\|72.00\|85731;2026-05-28\|72.00\|-1.28\|72.80\|73.38\|69.99\|74118;2026-05-29\|74.18\|3.03\|73.33\|74.86\|72.24\|94741;2026-06-01\|73.31\|-1.17\|74.00\|75.97\|72.69\|73810;2026-06-02\|76.35\|4.15\|73.95\|77.72\|73.31\|94410;2026-06-03\|74.50\|-2.42\|75.50\|77.86\|74.01\|85225;2026-06-04\|72.00\|-3.36\|73.55\|73.90\|70.88\|66706;2026-06-05\|71.55\|-0.62\|72.00\|74.82\|70.05\|54589;2026-06-08\|66.14\|-7.56\|67.79\|68.58\|65.21\|93080;2026-06-09\|69.16\|4.57\|66.87\|69.50\|65.26\|66615;2026-06-10\|66.18\|-4.31\|67.82\|67.84\|65.21\|73385;2026-06-11\|68.11\|2.92\|65.32\|68.76\|65.00\|67429;2026-06-12\|70.76\|3.89\|69.88\|73.20\|68.16\|102935;2026-06-15\|77.84\|10.01\|73.62\|77.84\|73.62\|160544;2026-06-16\|72.73\|-6.56\|77.45\|77.45\|71.86\|158727;2026-06-17\|77.30\|6.28\|72.00\|77.38\|72.00\|124661;2026-06-18\|73.45\|-4.98\|75.37\|77.95\|72.66\|122915;2026-06-22\|75.88\|3.31\|72.80\|76.27\|71.80\|141070;2026-06-23\|69.71\|-8.13\|74.98\|74.98\|69.29\|122596;2026-06-24\|69.88\|0.24\|69.33\|69.98\|68.33\|75814;2026-06-25\|63.26\|-9.47\|68.00\|68.78\|62.90\|212003;2026-06-26\|59.92\|-5.28\|63.30\|63.55\|59.60\|124229;2026-06-29\|62.47\|4.26\|60.00\|62.99\|59.43\|116337;2026-06-30\|59.03\|-5.51\|62.48\|62.48\|58.40\|145529;2026-07-01\|58.64\|-0.66\|58.74\|59.00\|57.15\|136412;2026-07-02\|61.70\|5.22\|58.85\|62.53\|58.66\|209858;2026-07-03\|64.42\|4.41\|64.79\|66.11\|62.85\|158391;2026-07-06\|65.14\|1.12\|64.33\|66.74\|64.33\|89934;2026-07-07\|64.30\|-1.29\|64.30\|64.92\|62.60\|80207;2026-07-08\|64.82\|0.81\|64.00\|66.33\|62.61\|81253;2026-07-09\|65.84\|2.62\|63.24\|66.30\|58.89\|142106;2026-07-10\|65.25\|-0.90\|65.35\|66.99\|62.09\|106825
114798		黄金+一季报扭亏+国企行业原因：据财闻，北京时间7月1日晚间，美国6月ADP就业仅录得9.8万人，创3月以来最低，大幅低于预期的11.8万人。本次疲弱数据打破前期就业强、货币持续收紧的一致预期，动摇市场对美联储年内加息的定价逻辑，金价短期修复。公司原因： 1、据2026年4月16日公告，公司2026年一季度实现营业收入1.79亿元，同比增长82.79%；归母净利润1.87亿元，同比扭亏为盈。 2、据2026年4月10日年报，公司主营黄金勘探、采选及销售，旗下核心资产为斐济瓦图科拉金矿；2025年公司营收5.27亿元，同比增长58.13%，归母净利润1.59亿元，同比扭亏为盈，主要系黄金销量与价格同增及成本下降。 3、据2026年5月13日投资者关系活动记录表，公司控股股东为山东招金瑞宁矿业有限公司，实际控制人为招远市人民政府。	公司主要业务包括以黄金为主要品种的矿业开采	2026-03-03\|21.60\|-3.27\|21.84\|23.83\|21.00\|1053683;2026-03-04\|20.41\|-5.51\|19.44\|21.00\|19.44\|558188;2026-03-05\|20.02\|-1.91\|20.75\|20.80\|19.82\|414398;2026-03-06\|19.99\|-0.15\|19.64\|20.37\|19.37\|328151;2026-03-09\|20.27\|1.40\|19.63\|20.63\|19.18\|467589;2026-03-10\|20.12\|-0.74\|20.59\|20.59\|20.04\|285395;2026-03-11\|19.92\|-0.99\|20.30\|20.52\|19.80\|324494;2026-03-12\|19.23\|-3.46\|19.67\|19.84\|18.88\|380732;2026-03-13\|18.14\|-5.67\|19.00\|19.18\|18.08\|424779;2026-03-16\|17.20\|-5.18\|17.74\|18.00\|16.65\|658078;2026-03-17\|18.05\|4.94\|17.21\|18.18\|17.05\|525582;2026-03-18\|17.73\|-1.77\|17.93\|18.00\|17.26\|358818;2026-03-19\|16.59\|-6.43\|17.13\|17.30\|16.48\|386736;2026-03-20\|16.40\|-1.15\|16.61\|16.94\|16.38\|308496;2026-03-23\|15.29\|-6.77\|15.85\|15.95\|15.14\|443745;2026-03-24\|16.15\|5.62\|15.61\|16.17\|15.25\|362880;2026-03-25\|16.49\|2.11\|17.04\|17.05\|16.33\|501962;2026-03-26\|16.07\|-2.55\|16.49\|16.65\|15.91\|273752;2026-03-27\|16.43\|2.24\|15.79\|16.56\|15.75\|265792;2026-03-30\|17.18\|4.56\|16.39\|17.26\|16.32\|430716;2026-03-31\|16.96\|-1.28\|17.19\|17.85\|16.93\|401862;2026-04-01\|17.64\|4.01\|17.47\|17.80\|17.06\|410860;2026-04-02\|16.79\|-4.82\|17.49\|17.49\|16.57\|332797;2026-04-03\|16.52\|-1.61\|16.96\|16.99\|16.38\|200059;2026-04-07\|17.01\|2.97\|16.42\|17.14\|16.35\|232323;2026-04-08\|18.71\|9.99\|17.93\|18.71\|17.70\|480398;2026-04-09\|19.69\|5.24\|18.24\|19.72\|18.04\|707900;2026-04-10\|17.93\|-8.94\|19.00\|19.17\|17.75\|900030;2026-04-13\|17.39\|-3.01\|17.74\|17.75\|17.21\|431133;2026-04-14\|17.22\|-0.98\|17.58\|17.66\|16.98\|360833;2026-04-15\|17.49\|1.57\|17.66\|17.74\|17.19\|378694;2026-04-16\|17.38\|-0.63\|16.98\|17.58\|16.73\|411012;2026-04-17\|17.03\|-2.01\|17.10\|17.19\|16.93\|280626;2026-04-20\|17.40\|2.17\|16.90\|17.66\|16.83\|358635;2026-04-21\|17.54\|0.80\|17.38\|17.69\|17.01\|261039;2026-04-22\|17.48\|-0.34\|17.33\|17.61\|17.10\|250604;2026-04-23\|16.48\|-5.72\|17.43\|17.71\|16.30\|403548;2026-04-24\|16.12\|-2.18\|16.30\|16.41\|15.88\|237482;2026-04-27\|15.93\|-1.18\|16.03\|16.12\|15.77\|193121;2026-04-28\|15.40\|-3.33\|15.75\|15.83\|15.29\|212249;2026-04-29\|15.82\|2.73\|15.41\|15.93\|15.20\|210912;2026-04-30\|16.00\|1.14\|15.70\|16.29\|15.61\|269390;2026-05-06\|16.55\|3.44\|15.99\|16.72\|15.98\|439368;2026-05-07\|16.72\|1.03\|17.00\|17.09\|16.40\|336166;2026-05-08\|17.12\|2.39\|16.60\|17.28\|16.54\|429954;2026-05-11\|16.86\|-1.52\|16.90\|17.28\|16.59\|347392;2026-05-12\|16.32\|-3.20\|17.21\|17.28\|16.25\|335721;2026-05-13\|15.92\|-2.45\|16.50\|16.57\|15.76\|313381;2026-05-14\|15.25\|-4.21\|15.86\|16.00\|15.25\|295592;2026-05-15\|14.44\|-5.31\|14.99\|14.99\|14.26\|361823;2026-05-18\|14.17\|-1.87\|14.00\|14.34\|13.90\|284248;2026-05-19\|14.21\|0.28\|14.30\|14.31\|13.85\|223602;2026-05-20\|14.07\|-0.99\|13.96\|14.19\|13.54\|298050;2026-05-21\|13.95\|-0.85\|14.34\|14.70\|13.94\|329812;2026-05-22\|14.20\|1.79\|14.00\|14.49\|13.73\|309906;2026-05-25\|14.00\|-1.41\|14.50\|14.70\|14.00\|284037;2026-05-26\|15.40\|10.00\|13.96\|15.40\|13.68\|492332;2026-05-27\|14.88\|-3.38\|15.45\|15.79\|14.76\|665464;2026-05-28\|14.37\|-3.43\|14.75\|14.83\|14.12\|351262;2026-05-29\|14.19\|-1.25\|14.81\|15.13\|14.10\|419487;2026-06-01\|14.10\|-0.63\|14.01\|14.74\|14.01\|418070;2026-06-02\|14.46\|2.55\|14.03\|14.60\|13.41\|460806;2026-06-03\|14.18\|-1.94\|14.03\|14.37\|13.78\|262430;2026-06-04\|14.00\|-1.27\|14.21\|14.26\|13.75\|259399;2026-06-05\|14.20\|1.43\|13.95\|14.40\|13.87\|312388;2026-06-08\|13.31\|-6.27\|13.49\|13.80\|13.08\|334041;2026-06-09\|13.46\|1.13\|13.48\|13.60\|13.15\|262473;2026-06-10\|12.75\|-5.27\|13.00\|13.23\|12.48\|428673;2026-06-11\|12.48\|-2.12\|12.41\|13.04\|12.36\|356932;2026-06-12\|13.73\|10.02\|12.80\|13.73\|12.66\|381854;2026-06-15\|15.10\|9.98\|14.29\|15.10\|14.18\|615945;2026-06-16\|15.20\|0.66\|15.11\|15.70\|14.72\|898486;2026-06-17\|15.46\|1.71\|15.27\|15.63\|14.81\|657353;2026-06-18\|14.72\|-4.79\|14.91\|15.25\|14.60\|480237;2026-06-22\|15.04\|2.17\|14.59\|15.06\|14.08\|456260;2026-06-23\|13.54\|-9.97\|14.95\|14.95\|13.54\|413848;2026-06-24\|13.12\|-3.10\|13.20\|13.42\|12.79\|376316;2026-06-25\|12.50\|-4.73\|12.86\|12.90\|12.34\|380546;2026-06-26\|12.17\|-2.64\|12.65\|12.77\|11.81\|364106;2026-06-29\|11.91\|-2.14\|12.17\|12.41\|11.81\|386674;2026-06-30\|11.72\|-1.60\|11.68\|11.75\|11.46\|346372;2026-07-01\|11.46\|-2.22\|11.58\|11.81\|11.35\|353984;2026-07-02\|12.61\|10.03\|11.81\|12.61\|11.60\|525705;2026-07-03\|13.87\|9.99\|13.25\|13.87\|13.20\|270907;2026-07-06\|13.11\|-5.48\|13.50\|14.80\|13.02\|1208886;2026-07-07\|12.20\|-6.94\|11.80\|12.80\|11.80\|739256;2026-07-08\|13.42\|10.00\|12.21\|13.42\|11.95\|504282;2026-07-09\|13.41\|-0.07\|12.60\|13.52\|12.51\|854638;2026-07-10\|13.74\|2.46\|13.43\|14.10\|13.00\|774670
114797	SK海力士尝试“以钼代钨”，助力NAND性能提升	钼代钨+钼钨金属+一季报增长行业原因：据证券日报，今年以来，钨、钼等多种小金属价格攀升。下游市场，人工智能服务器、光模块、先进封装、光伏等新型应用领域，对小金属产品的需求旺盛。公司原因： 1、据财闻2026年6月11日报道，SK海力士已完成375层NAND闪存生产验证，首次使用钼材料替代传统钨材料制作字线以降低电阻、提升读写速度；据2026年4月2日年报，公司是全球前七大钼生产商和全球最大的白钨生产商之一。 2、据2026年4月2日年报，公司是全球领先的铜、钴、钼、钨、铌生产商，主要从事有色金属的采、选、冶等矿山采掘及加工业务和金属贸易业务。 3、据2026年4月25日公告，公司2026年第一季度实现营业收入664.03亿元，同比增长44.34%；归母净利润77.60亿元，同比增长96.65%。 4、据港交所2026年6月9日披露，贝莱德对公司H股的多头持仓比例于6月3日由8.14%增至9.21%。	全球前十大铜生产商、第一大钴生产商；公司收购 Lumina Gold 拥有的厄瓜多尔凯歌豪斯金矿100%股权，该矿保有资源量13.76亿吨，内蕴黄金金属638吨，储量6.59亿吨，内蕴黄金金属359吨	2026-03-03\|23.48\|-5.32\|24.30\|24.56\|23.36\|3436930;2026-03-04\|22.99\|-2.09\|22.54\|23.65\|22.45\|2182368;2026-03-05\|22.63\|-1.57\|23.37\|23.42\|22.31\|2275878;2026-03-06\|22.02\|-2.70\|22.25\|22.45\|21.68\|2212504;2026-03-09\|21.24\|-3.54\|21.10\|21.50\|20.28\|3403791;2026-03-10\|21.74\|2.35\|21.62\|21.95\|21.45\|1808884;2026-03-11\|21.48\|-1.20\|21.85\|21.96\|21.43\|1741223;2026-03-12\|20.66\|-3.82\|21.19\|21.37\|20.32\|3493862;2026-03-13\|19.76\|-4.36\|20.30\|20.70\|19.69\|3530942;2026-03-16\|19.36\|-2.02\|19.20\|19.58\|18.80\|3891131;2026-03-17\|19.42\|0.31\|19.45\|19.97\|19.36\|2345010;2026-03-18\|19.41\|-0.05\|19.38\|19.54\|19.03\|1869144;2026-03-19\|17.85\|-8.04\|18.70\|18.90\|17.69\|4936436;2026-03-20\|17.55\|-1.68\|17.80\|18.27\|17.50\|3046370;2026-03-23\|16.49\|-6.04\|16.99\|17.37\|16.32\|4182916;2026-03-24\|17.37\|5.34\|16.91\|17.38\|16.70\|3632464;2026-03-25\|17.89\|2.99\|18.02\|18.45\|17.75\|3621072;2026-03-26\|17.49\|-2.24\|17.90\|18.08\|17.40\|2106786;2026-03-27\|17.58\|0.51\|17.22\|17.78\|17.21\|2202517;2026-03-30\|17.43\|-0.85\|17.25\|17.45\|16.97\|2270102;2026-03-31\|17.15\|-1.61\|17.66\|17.79\|17.09\|2030145;2026-04-01\|18.24\|6.36\|17.90\|18.37\|17.83\|3854035;2026-04-02\|17.71\|-2.91\|18.12\|18.20\|17.51\|2594573;2026-04-03\|17.52\|-1.07\|17.71\|17.80\|17.44\|1330522;2026-04-07\|17.60\|0.46\|17.56\|17.69\|17.35\|1424985;2026-04-08\|19.14\|8.75\|18.49\|19.29\|18.48\|4416136;2026-04-09\|19.12\|-0.10\|18.70\|19.28\|18.65\|2509330;2026-04-10\|18.96\|-0.84\|19.39\|19.43\|18.91\|2329313;2026-04-13\|18.86\|-0.53\|18.68\|19.03\|18.65\|1680806;2026-04-14\|19.56\|3.71\|19.45\|19.78\|19.32\|2943798;2026-04-15\|19.97\|2.10\|20.00\|20.60\|19.88\|3604310;2026-04-16\|20.29\|1.60\|19.98\|20.34\|19.98\|2162132;2026-04-17\|20.23\|-0.30\|20.02\|20.32\|19.98\|1638832;2026-04-20\|20.24\|0.05\|20.18\|20.65\|20.11\|2141238;2026-04-21\|20.08\|-0.79\|20.15\|20.22\|19.75\|1583945;2026-04-22\|20.09\|0.05\|19.94\|20.25\|19.80\|1781570;2026-04-23\|19.36\|-3.63\|20.25\|20.31\|19.13\|2619362;2026-04-24\|19.37\|0.05\|19.08\|19.49\|18.87\|1819807;2026-04-27\|19.00\|-1.91\|19.30\|19.41\|18.90\|2150127;2026-04-28\|18.48\|-2.74\|18.76\|18.84\|18.33\|2015012;2026-04-29\|19.19\|3.84\|18.21\|19.35\|18.17\|2116511;2026-04-30\|18.62\|-2.97\|19.00\|19.00\|18.46\|2287585;2026-05-06\|19.48\|4.62\|18.90\|19.54\|18.60\|3123711;2026-05-07\|19.86\|1.95\|19.90\|20.35\|19.53\|3238594;2026-05-08\|20.20\|1.71\|19.60\|20.25\|19.42\|2959863;2026-05-11\|20.01\|-0.94\|20.09\|20.15\|19.74\|2534701;2026-05-12\|20.58\|2.85\|20.65\|20.96\|20.32\|3657878;2026-05-13\|20.99\|1.99\|20.99\|21.45\|20.72\|3333955;2026-05-14\|20.05\|-4.48\|20.72\|21.03\|20.03\|2314477;2026-05-15\|18.88\|-5.84\|19.82\|19.84\|18.58\|3553484;2026-05-18\|18.31\|-3.02\|18.15\|18.38\|17.81\|2309847;2026-05-19\|18.18\|-0.71\|18.36\|18.45\|17.87\|1820965;2026-05-20\|17.96\|-1.21\|17.80\|18.07\|17.57\|2219474;2026-05-21\|17.64\|-1.78\|18.38\|18.62\|17.60\|2008529;2026-05-22\|18.53\|5.05\|17.80\|18.64\|17.57\|2258116;2026-05-25\|19.34\|4.37\|18.95\|19.54\|18.90\|2633020;2026-05-26\|20.39\|5.43\|19.17\|20.46\|18.81\|3787983;2026-05-27\|19.32\|-3.88\|20.00\|20.16\|19.28\|2366340;2026-05-28\|18.80\|-2.69\|19.10\|19.10\|18.20\|2368654;2026-05-29\|18.51\|-1.54\|19.27\|19.32\|18.50\|2256553;2026-06-01\|18.42\|-0.49\|18.55\|18.93\|18.31\|1611743;2026-06-02\|19.74\|7.17\|18.71\|19.78\|18.52\|3523745;2026-06-03\|19.89\|0.76\|19.53\|20.15\|19.38\|2919929;2026-06-04\|18.74\|-5.78\|19.48\|19.48\|18.62\|2502340;2026-06-05\|18.19\|-2.93\|18.60\|19.13\|18.07\|2197914;2026-06-08\|16.89\|-7.15\|17.10\|17.45\|16.66\|2744704;2026-06-09\|17.05\|0.95\|17.00\|17.10\|16.32\|2685339;2026-06-10\|16.79\|-1.52\|16.45\|16.97\|16.18\|2297224;2026-06-11\|17.37\|3.45\|16.60\|17.60\|16.41\|2665637;2026-06-12\|19.11\|10.02\|18.36\|19.11\|18.00\|4553240;2026-06-15\|20.92\|9.47\|19.49\|21.00\|19.49\|7313187;2026-06-16\|20.03\|-4.25\|20.40\|20.72\|19.93\|5086036;2026-06-17\|20.17\|0.70\|19.83\|20.50\|19.58\|3505215;2026-06-18\|20.04\|-0.64\|19.77\|21.14\|19.71\|4535583;2026-06-22\|21.65\|8.03\|20.22\|21.74\|19.64\|6947284;2026-06-23\|19.49\|-9.98\|21.60\|21.61\|19.49\|5526689;2026-06-24\|18.98\|-2.62\|18.90\|19.29\|18.38\|3969625;2026-06-25\|18.07\|-4.79\|18.38\|18.48\|17.93\|3871195;2026-06-26\|17.24\|-4.59\|18.35\|18.42\|17.16\|3367975;2026-06-29\|18.00\|4.41\|17.25\|18.20\|17.18\|3122241;2026-06-30\|17.55\|-2.50\|17.60\|17.61\|17.11\|2434101;2026-07-01\|17.73\|1.03\|17.38\|17.98\|17.20\|2561093;2026-07-02\|18.29\|3.16\|17.92\|18.65\|17.40\|4374210;2026-07-03\|18.52\|1.26\|18.80\|19.30\|18.50\|3696062;2026-07-06\|18.31\|-1.13\|18.53\|19.21\|18.28\|2996032;2026-07-07\|17.69\|-3.39\|18.10\|18.20\|17.60\|1851166;2026-07-08\|17.53\|-0.90\|17.50\|17.96\|17.43\|1550012;2026-07-09\|17.19\|-1.94\|17.33\|17.58\|16.41\|2982736;2026-07-10\|17.50\|1.80\|17.54\|18.10\|17.26\|2603164
114796	SK海力士尝试“以钼代钨”，助力NAND性能提升	钼价上涨+钼基新材料+陕西国资行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月13日公司股票交易异常波动公告，自2026年年初以来钼市场总体呈上涨运行态势，近期《MW》氧化钼价格30.70美元/磅钼，较年初上涨35.24%；国内钼铁价格31.65万元/吨，较年初上涨26.09%。 2、据2026年6月6日公告，公司拟出资5.1亿元设立合资子公司，建设钼基新材料精深加工基地；据2026年5月21日投资者关系活动记录表，公司多项新产品研发攻克关键核心技术，正逐步转化为新经济增长点。 3、据2025年年报，公司是全球钼专业供应商，拥有从钼采矿到金属精深加工的全产业链，销量占全球钼市场份额的13%左右，并成功收购金沙钼业24%股权，将世界最大单体钼矿权益提升至34%。 4、公司最终控制人为陕西省人民政府国有资产监督管理委员会。	陕西国资委旗下，世界领先、中国产销量最大的钼业公司	2026-03-03\|25.34\|-4.31\|26.00\|27.65\|25.21\|1112828;2026-03-04\|25.95\|2.41\|24.07\|27.09\|24.07\|829710;2026-03-05\|25.02\|-3.58\|26.65\|26.80\|24.70\|674803;2026-03-06\|24.58\|-1.76\|25.00\|26.12\|24.50\|677377;2026-03-09\|23.99\|-2.40\|24.20\|24.32\|22.88\|603471;2026-03-10\|23.96\|-0.13\|24.21\|24.24\|23.56\|387624;2026-03-11\|23.15\|-3.38\|24.10\|24.29\|23.08\|469200;2026-03-12\|22.82\|-1.43\|23.10\|23.70\|22.50\|445660;2026-03-13\|21.88\|-4.12\|22.80\|23.05\|21.78\|501689;2026-03-16\|21.59\|-1.33\|21.87\|22.00\|20.62\|562730;2026-03-17\|21.12\|-2.18\|21.80\|21.90\|21.08\|259848;2026-03-18\|20.90\|-1.04\|21.20\|21.38\|20.56\|251635;2026-03-19\|19.38\|-7.27\|20.45\|20.53\|19.29\|451251;2026-03-20\|18.94\|-2.27\|19.37\|19.75\|18.72\|546953;2026-03-23\|17.65\|-6.81\|18.01\|18.51\|17.47\|476766;2026-03-24\|18.20\|3.12\|18.10\|18.21\|17.48\|391215;2026-03-25\|18.70\|2.75\|18.60\|19.02\|18.48\|458603;2026-03-26\|18.23\|-2.51\|18.68\|18.78\|18.14\|270941;2026-03-27\|18.79\|3.07\|17.92\|19.04\|17.89\|385383;2026-03-30\|18.81\|0.11\|18.79\|18.99\|18.42\|277869;2026-03-31\|18.60\|-1.12\|19.04\|19.05\|18.45\|294225;2026-04-01\|19.13\|2.85\|19.05\|19.25\|18.76\|305614;2026-04-02\|18.68\|-2.35\|19.04\|19.04\|18.52\|294859;2026-04-03\|18.44\|-1.28\|18.72\|18.78\|18.30\|183573;2026-04-07\|18.73\|1.57\|18.60\|18.81\|18.33\|222580;2026-04-08\|19.73\|5.34\|19.40\|19.78\|19.19\|445205;2026-04-09\|19.25\|-2.43\|19.34\|19.56\|19.11\|292321;2026-04-10\|18.93\|-1.66\|19.38\|19.48\|18.93\|294795;2026-04-13\|18.90\|-0.16\|18.80\|19.04\|18.65\|244690;2026-04-14\|19.28\|2.01\|19.18\|19.55\|19.06\|297015;2026-04-15\|19.07\|-1.09\|19.51\|19.85\|19.03\|335806;2026-04-16\|19.62\|2.88\|19.08\|19.74\|19.06\|332584;2026-04-17\|19.62\|0.00\|19.50\|19.94\|19.43\|320000;2026-04-20\|19.97\|1.78\|19.62\|20.30\|19.52\|464653;2026-04-21\|20.03\|0.30\|20.02\|20.24\|19.61\|324420;2026-04-22\|20.59\|2.80\|19.90\|20.86\|19.86\|501927;2026-04-23\|19.43\|-5.63\|20.75\|20.85\|19.30\|562988;2026-04-24\|19.67\|1.24\|19.33\|19.86\|18.98\|304987;2026-04-27\|19.18\|-2.49\|19.59\|19.66\|19.14\|280219;2026-04-28\|18.59\|-3.08\|19.00\|19.18\|18.35\|391877;2026-04-29\|19.81\|6.56\|18.59\|19.95\|18.58\|431102;2026-04-30\|19.58\|-1.16\|19.75\|19.78\|19.30\|308478;2026-05-06\|20.57\|5.06\|19.65\|20.66\|19.60\|487990;2026-05-07\|20.89\|1.56\|20.85\|21.26\|20.59\|427964;2026-05-08\|20.96\|0.34\|20.73\|21.06\|20.37\|390041;2026-05-11\|21.24\|1.34\|21.00\|21.33\|20.80\|462175;2026-05-12\|22.65\|6.64\|21.67\|23.06\|21.50\|815200;2026-05-13\|23.38\|3.22\|22.88\|24.00\|22.81\|757406;2026-05-14\|22.17\|-5.18\|23.29\|23.29\|22.16\|604963;2026-05-15\|21.04\|-5.10\|21.86\|22.12\|20.80\|609665;2026-05-18\|21.56\|2.47\|20.45\|22.09\|20.15\|571472;2026-05-19\|20.99\|-2.64\|21.50\|21.53\|20.56\|481964;2026-05-20\|21.03\|0.19\|20.72\|21.35\|20.18\|403374;2026-05-21\|21.12\|0.43\|21.35\|22.50\|21.07\|644195;2026-05-22\|21.79\|3.17\|21.50\|22.00\|21.41\|449218;2026-05-25\|21.12\|-3.07\|21.80\|22.27\|20.99\|492934;2026-05-26\|23.23\|9.99\|21.00\|23.23\|20.58\|820442;2026-05-27\|24.41\|5.08\|23.89\|24.80\|23.56\|1257569;2026-05-28\|26.85\|10.00\|23.92\|26.85\|23.88\|1294833;2026-05-29\|24.17\|-9.98\|26.50\|26.50\|24.17\|1285725;2026-06-01\|23.20\|-4.01\|23.49\|25.20\|23.02\|1138953;2026-06-02\|24.06\|3.71\|23.35\|24.93\|22.31\|947802;2026-06-03\|23.96\|-0.42\|23.99\|24.88\|23.52\|803142;2026-06-04\|23.09\|-3.63\|23.58\|23.95\|22.79\|632469;2026-06-05\|21.96\|-4.89\|23.07\|23.38\|21.81\|715670;2026-06-08\|20.80\|-5.28\|21.25\|21.95\|20.61\|624080;2026-06-09\|20.95\|0.72\|21.00\|21.35\|20.32\|467508;2026-06-10\|21.09\|0.67\|20.50\|21.38\|19.80\|675463;2026-06-11\|23.20\|10.00\|21.40\|23.20\|21.40\|471148;2026-06-12\|25.52\|10.00\|25.52\|25.52\|25.52\|163011;2026-06-15\|28.07\|9.99\|27.25\|28.07\|27.03\|2159986;2026-06-16\|28.88\|2.89\|28.10\|29.76\|27.10\|2848493;2026-06-17\|28.47\|-1.42\|28.00\|29.00\|27.20\|1916008;2026-06-18\|27.70\|-2.70\|28.50\|29.23\|27.30\|1932732;2026-06-22\|30.47\|10.00\|28.14\|30.47\|27.65\|2170277;2026-06-23\|27.80\|-8.76\|31.45\|31.61\|27.42\|2101994;2026-06-24\|27.38\|-1.51\|27.51\|28.26\|26.51\|1373645;2026-06-25\|26.91\|-1.72\|27.34\|28.15\|26.61\|1298615;2026-06-26\|27.13\|0.82\|26.80\|28.43\|26.10\|1309811;2026-06-29\|29.55\|8.92\|27.00\|29.56\|26.75\|1692390;2026-06-30\|28.11\|-4.87\|28.73\|28.75\|26.61\|1462139;2026-07-01\|28.39\|1.00\|27.56\|29.31\|27.30\|1260684;2026-07-02\|26.97\|-5.00\|27.52\|28.50\|26.16\|1138241;2026-07-03\|25.01\|-7.27\|27.11\|27.29\|24.90\|1147283;2026-07-06\|23.66\|-5.40\|25.44\|25.47\|23.52\|872449;2026-07-07\|23.45\|-0.89\|23.43\|24.09\|23.30\|528400;2026-07-08\|21.79\|-7.08\|23.35\|23.49\|21.78\|771753;2026-07-09\|23.10\|6.01\|22.11\|23.15\|21.26\|812738;2026-07-10\|22.40\|-3.03\|23.17\|23.74\|22.40\|690110
114795	全国规模最大的光氢储一体化海上光伏示范项目建成	石油化工+光伏材料行业原因：美以空袭伊朗后，伊朗宣布关闭霍尔木兹海峡，全球约20%海运原油运输受阻公司原因： 1、据2025年半年报，公司目前拥有1600万吨/年炼化一体化装置、240万吨/年的甲醇制烯烃（MTO）及70万吨/年的丙烷脱氢（PDH）装置，实现了“油头”“煤头”与“气头”三种烯烃制取工艺路线的全覆盖。 2、据2025年半年报，公司主要石油炼化产品包括110万吨/年乙烯，280万吨/年对二甲苯，190万吨/年乙二醇，30万吨/年醋酸乙烯，40万吨/年苯酚，25万吨/年丙酮，45万吨/年苯乙烯，20万吨/年环氧丙烷，11.5万吨/年聚醚多元醇等。 3、据2026年1月30日机构调研纪要，公司10万吨/年POE装置已于2025年三季度建成投产，配套α-烯烃原料，部分牌号产品已供下游光伏及改性塑料客户小批量试用。	全球最大的光伏EVA胶膜原料供应商，控股股东及其一致行动人拟9.8亿元—19.6亿元增持公司股份	2026-03-03\|14.58\|10.04\|13.27\|14.58\|13.16\|873319;2026-03-04\|13.71\|-5.97\|14.58\|14.70\|13.47\|867206;2026-03-05\|13.43\|-2.04\|13.70\|13.76\|12.91\|642350;2026-03-06\|12.93\|-3.72\|13.21\|13.28\|12.76\|398456;2026-03-09\|12.07\|-6.65\|13.43\|13.56\|11.90\|631721;2026-03-10\|11.76\|-2.57\|11.87\|12.11\|11.62\|546227;2026-03-11\|11.83\|0.60\|11.70\|11.88\|11.47\|510638;2026-03-12\|11.78\|-0.42\|12.04\|12.24\|11.73\|525315;2026-03-13\|11.56\|-1.87\|11.70\|11.83\|11.50\|349835;2026-03-16\|11.40\|-1.38\|11.50\|11.59\|11.01\|467559;2026-03-17\|11.33\|-0.61\|11.31\|11.47\|11.23\|271944;2026-03-18\|11.48\|1.32\|11.26\|11.51\|11.16\|248341;2026-03-19\|10.81\|-5.84\|11.45\|11.47\|10.72\|378939;2026-03-20\|10.65\|-1.48\|10.78\|10.92\|10.63\|237692;2026-03-23\|10.22\|-4.04\|10.30\|10.64\|10.16\|339332;2026-03-24\|10.26\|0.39\|10.35\|10.39\|10.07\|212097;2026-03-25\|10.80\|5.26\|10.30\|10.88\|10.29\|348316;2026-03-26\|10.61\|-1.76\|10.88\|11.05\|10.50\|247798;2026-03-27\|10.76\|1.41\|10.50\|10.84\|10.47\|187088;2026-03-30\|10.81\|0.46\|10.69\|10.90\|10.65\|172943;2026-03-31\|10.65\|-1.48\|10.81\|10.99\|10.61\|147222;2026-04-01\|10.89\|2.25\|10.80\|10.95\|10.66\|225163;2026-04-02\|11.04\|1.38\|10.88\|11.11\|10.81\|236599;2026-04-03\|11.14\|0.91\|11.09\|11.38\|10.93\|293379;2026-04-07\|11.51\|3.32\|11.10\|11.57\|11.06\|258830;2026-04-08\|11.45\|-0.52\|11.40\|11.48\|11.14\|340482;2026-04-09\|11.20\|-2.18\|11.39\|11.40\|11.19\|185060;2026-04-10\|11.52\|2.86\|11.20\|11.60\|11.12\|271407;2026-04-13\|11.16\|-3.12\|11.55\|11.63\|11.05\|228511;2026-04-14\|11.40\|2.15\|11.20\|11.42\|11.02\|220050;2026-04-15\|11.46\|0.53\|11.45\|11.63\|11.30\|181596;2026-04-16\|11.54\|0.70\|11.43\|11.60\|11.37\|160929;2026-04-17\|12.17\|5.46\|11.81\|12.60\|11.73\|527785;2026-04-20\|12.37\|1.64\|12.18\|12.45\|12.06\|267219;2026-04-21\|12.67\|2.43\|12.50\|12.72\|12.37\|281337;2026-04-22\|12.92\|1.97\|12.70\|13.05\|12.64\|337600;2026-04-23\|12.47\|-3.48\|12.93\|12.95\|12.39\|294884;2026-04-24\|12.45\|-0.16\|12.43\|12.61\|12.21\|200099;2026-04-27\|12.76\|2.49\|12.45\|12.83\|12.27\|235452;2026-04-28\|13.06\|2.35\|12.76\|13.10\|12.76\|320275;2026-04-29\|13.26\|1.53\|12.73\|13.28\|12.52\|490126;2026-04-30\|13.27\|0.08\|13.15\|13.48\|13.00\|380749;2026-05-06\|13.35\|0.60\|13.29\|13.43\|13.13\|334637;2026-05-07\|12.84\|-3.82\|13.28\|13.28\|12.70\|379844;2026-05-08\|12.85\|0.08\|12.82\|13.03\|12.72\|235618;2026-05-11\|12.94\|0.70\|12.85\|13.08\|12.76\|241400;2026-05-12\|12.95\|0.08\|12.88\|13.12\|12.87\|180417;2026-05-13\|12.83\|-0.93\|12.89\|13.05\|12.66\|236539;2026-05-14\|13.06\|1.79\|12.81\|13.47\|12.72\|358289;2026-05-15\|13.02\|-0.31\|13.12\|13.28\|12.96\|309970;2026-05-18\|12.56\|-3.53\|12.90\|12.94\|12.40\|321411;2026-05-19\|12.62\|0.48\|12.55\|12.72\|12.46\|164479;2026-05-20\|12.72\|0.79\|12.58\|12.90\|12.54\|172605;2026-05-21\|12.52\|-1.57\|12.68\|12.87\|12.42\|275278;2026-05-22\|12.39\|-1.04\|12.45\|12.62\|12.33\|260454;2026-05-25\|12.39\|0.00\|12.39\|12.69\|12.28\|254032;2026-05-26\|12.44\|0.40\|12.37\|12.58\|12.25\|148681;2026-05-27\|12.24\|-1.61\|12.30\|12.39\|12.03\|177727;2026-05-28\|12.20\|-0.33\|12.17\|12.39\|11.87\|180440;2026-05-29\|12.05\|-1.23\|12.13\|12.29\|12.05\|174920;2026-06-01\|12.20\|1.24\|12.04\|12.46\|11.95\|194725;2026-06-02\|12.16\|-0.33\|12.35\|12.35\|11.96\|170168;2026-06-03\|11.88\|-2.30\|12.13\|12.18\|11.64\|212583;2026-06-04\|11.62\|-2.19\|11.86\|11.87\|11.48\|190910;2026-06-05\|11.85\|1.98\|11.70\|12.19\|11.58\|156009;2026-06-08\|11.43\|-3.54\|12.00\|12.06\|11.36\|181245;2026-06-09\|11.68\|2.19\|11.43\|11.85\|11.21\|196372;2026-06-10\|11.72\|0.34\|11.54\|11.80\|11.50\|137993;2026-06-11\|11.61\|-0.94\|11.86\|11.94\|11.38\|146411;2026-06-12\|11.88\|2.33\|11.52\|12.10\|11.43\|226561;2026-06-15\|12.76\|7.41\|11.90\|12.91\|11.90\|389922;2026-06-16\|12.45\|-2.43\|12.65\|12.78\|12.41\|232146;2026-06-17\|12.27\|-1.45\|12.37\|12.63\|12.22\|175111;2026-06-18\|11.59\|-5.54\|12.10\|12.13\|11.46\|277762;2026-06-22\|12.14\|4.75\|11.54\|12.15\|11.42\|269133;2026-06-23\|11.89\|-2.06\|12.22\|12.54\|11.88\|222578;2026-06-24\|12.03\|1.18\|11.92\|12.33\|11.78\|263350;2026-06-25\|11.54\|-4.07\|11.91\|11.94\|11.44\|241329;2026-06-26\|11.39\|-1.30\|11.57\|11.88\|11.17\|232887;2026-06-29\|11.30\|-0.79\|11.24\|11.52\|11.00\|244597;2026-06-30\|11.45\|1.33\|11.20\|11.49\|10.80\|294774;2026-07-01\|12.02\|4.98\|11.53\|12.03\|11.45\|241488;2026-07-02\|12.12\|0.83\|11.98\|12.24\|11.73\|217798;2026-07-03\|12.55\|3.55\|12.21\|12.76\|11.92\|378315;2026-07-06\|13.81\|10.04\|13.15\|13.81\|13.10\|1178378;2026-07-07\|12.43\|-9.99\|13.89\|13.89\|12.43\|884220;2026-07-08\|12.82\|3.14\|12.44\|13.15\|12.12\|656925;2026-07-09\|12.48\|-2.65\|12.70\|12.70\|11.82\|595907;2026-07-10\|12.55\|0.56\|12.04\|12.56\|11.64\|453958
114794	全国规模最大的光氢储一体化海上光伏示范项目建成	PCB感光干膜+光伏胶膜龙头+太空光伏行业原因： 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，公司感光干膜PCB光刻胶是PCB图形蚀刻关键耗材，客户包括深南电路、鹏鼎控股等头部厂商，未来电子材料业务将随服务器PCB需求增长进入高速增长阶段；据2026年6月11日互动易，公司广东江门感光干膜扩产项目预计今年下半年投产。 2、据2025年年度报告，公司是全球光伏胶膜领域龙头，全球市占率长期稳定在50%左右，2025年海外产能扩张进一步提升市场份额。 3、据2025年年度报告，公司正利用有机硅和PI技术，与砷化镓等企业合作开发柔性太阳翼封装材料，将光伏材料业务从地面拓展至太空光伏领域；据中金公司2026年5月31日研报，公司出资2500万元投资柔性薄膜砷化镓电池片企业，进行前瞻性布局。	公司目前正在探索太空光伏对组件封装材料的全新要求，公司在HJT组件中积累的紫外截止和紫外转化等技术及PI材料技术，未来可能会在太空光伏中发挥作用	2026-03-03\|17.64\|-3.18\|18.23\|18.71\|17.45\|522897;2026-03-04\|17.58\|-0.34\|17.10\|17.83\|17.10\|344657;2026-03-05\|17.19\|-2.22\|17.83\|17.89\|17.04\|359033;2026-03-06\|17.11\|-0.47\|17.03\|17.31\|16.72\|260129;2026-03-09\|17.42\|1.81\|17.01\|17.55\|16.70\|354377;2026-03-10\|17.72\|1.72\|17.59\|17.82\|17.08\|395885;2026-03-11\|17.88\|0.90\|17.77\|18.28\|17.57\|414496;2026-03-12\|17.81\|-0.39\|17.91\|18.10\|17.47\|322494;2026-03-13\|17.47\|-1.91\|17.78\|18.13\|17.42\|298487;2026-03-16\|17.13\|-1.95\|17.47\|17.58\|17.07\|285967;2026-03-17\|17.92\|4.61\|17.13\|18.58\|17.13\|843626;2026-03-18\|18.14\|1.23\|18.03\|18.80\|17.93\|643520;2026-03-19\|18.25\|0.61\|18.00\|18.88\|17.92\|690430;2026-03-20\|19.28\|5.64\|18.11\|19.99\|17.52\|1141210;2026-03-23\|19.12\|-0.83\|19.28\|19.92\|18.88\|872280;2026-03-24\|19.50\|1.99\|19.20\|19.57\|18.34\|792603;2026-03-25\|18.79\|-3.64\|19.13\|19.56\|18.60\|633343;2026-03-26\|18.21\|-3.09\|18.68\|19.07\|18.07\|473792;2026-03-27\|19.54\|7.30\|17.96\|19.88\|17.86\|807438;2026-03-30\|18.90\|-3.28\|19.17\|19.49\|18.20\|594928;2026-03-31\|17.55\|-7.14\|18.86\|19.50\|17.55\|608495;2026-04-01\|17.89\|1.94\|17.95\|18.31\|17.18\|494804;2026-04-02\|17.67\|-1.23\|17.77\|17.96\|17.49\|267081;2026-04-03\|16.85\|-4.64\|17.52\|17.61\|16.75\|373747;2026-04-07\|16.88\|0.18\|16.60\|17.26\|16.42\|303055;2026-04-08\|18.52\|9.72\|17.50\|18.56\|17.45\|647084;2026-04-09\|17.73\|-4.27\|18.23\|18.25\|17.68\|424634;2026-04-10\|17.62\|-0.62\|17.81\|18.20\|17.35\|572921;2026-04-13\|17.30\|-1.82\|17.57\|17.83\|17.10\|505216;2026-04-14\|17.72\|2.43\|17.48\|18.14\|17.10\|502150;2026-04-15\|17.75\|0.17\|17.87\|18.43\|17.62\|420236;2026-04-16\|17.55\|-1.13\|17.73\|17.91\|17.43\|422417;2026-04-17\|17.19\|-2.05\|17.48\|17.57\|16.91\|550129;2026-04-20\|17.23\|0.23\|17.20\|17.59\|17.04\|406123;2026-04-21\|17.25\|0.12\|17.28\|17.53\|17.03\|334039;2026-04-22\|17.87\|3.59\|17.11\|17.97\|17.01\|554663;2026-04-23\|18.15\|1.57\|18.05\|18.48\|17.64\|452097;2026-04-24\|17.75\|-2.20\|18.00\|18.10\|17.62\|285360;2026-04-27\|18.90\|6.48\|17.92\|19.34\|17.92\|972046;2026-04-28\|18.59\|-1.64\|19.00\|19.09\|18.40\|589837;2026-04-29\|18.69\|0.54\|18.64\|18.96\|18.13\|472370;2026-04-30\|18.74\|0.27\|18.70\|19.09\|18.60\|441908;2026-05-06\|19.05\|1.65\|19.03\|19.32\|18.60\|588324;2026-05-07\|18.93\|-0.63\|19.08\|19.34\|18.81\|499215;2026-05-08\|19.10\|0.90\|18.81\|19.30\|18.33\|613991;2026-05-11\|19.21\|0.58\|19.13\|19.45\|18.99\|586437;2026-05-12\|18.88\|-1.72\|19.32\|19.70\|18.76\|538245;2026-05-13\|18.99\|0.58\|18.92\|19.21\|18.67\|415617;2026-05-14\|18.81\|-0.95\|19.02\|19.45\|18.65\|678253;2026-05-15\|17.06\|-9.30\|18.85\|18.88\|16.94\|1057180;2026-05-18\|16.26\|-4.69\|16.99\|16.99\|16.11\|729701;2026-05-19\|16.66\|2.46\|16.30\|16.72\|15.70\|627286;2026-05-20\|16.62\|-0.24\|16.50\|16.80\|16.30\|397359;2026-05-21\|15.93\|-4.15\|16.73\|16.87\|15.91\|459000;2026-05-22\|17.52\|9.98\|16.18\|17.52\|15.94\|829839;2026-05-25\|18.51\|5.65\|17.98\|18.79\|17.88\|1036710;2026-05-26\|18.98\|2.54\|18.44\|19.48\|18.35\|895043;2026-05-27\|18.35\|-2.55\|18.83\|19.55\|18.28\|595018;2026-05-28\|18.60\|1.36\|18.27\|18.77\|17.91\|529149;2026-05-29\|17.90\|-3.76\|18.60\|18.90\|17.39\|582490;2026-06-01\|17.44\|-2.57\|17.58\|18.38\|17.39\|511646;2026-06-02\|17.23\|-1.20\|17.38\|17.67\|16.61\|518283;2026-06-03\|17.55\|1.86\|17.23\|18.15\|17.04\|498084;2026-06-04\|17.79\|1.37\|17.38\|18.24\|17.15\|470779;2026-06-05\|17.24\|-3.09\|17.75\|17.89\|16.85\|491595;2026-06-08\|16.01\|-7.13\|16.52\|17.01\|15.95\|551971;2026-06-09\|16.35\|2.12\|16.17\|16.46\|15.38\|508154;2026-06-10\|15.85\|-3.06\|16.10\|16.37\|15.40\|473716;2026-06-11\|15.23\|-3.91\|15.68\|15.76\|14.93\|432612;2026-06-12\|14.82\|-2.69\|15.50\|15.77\|14.71\|449185;2026-06-15\|16.30\|9.99\|15.01\|16.30\|14.88\|521472;2026-06-16\|17.39\|6.69\|16.39\|17.46\|16.32\|742112;2026-06-17\|17.34\|-0.29\|17.30\|17.58\|17.08\|398302;2026-06-18\|17.52\|1.04\|17.57\|18.08\|17.35\|446491;2026-06-22\|17.50\|-0.11\|17.54\|17.85\|17.04\|478128;2026-06-23\|16.33\|-6.69\|17.40\|17.40\|16.26\|422455;2026-06-24\|16.29\|-0.24\|16.28\|16.49\|15.95\|379052;2026-06-25\|15.95\|-2.09\|16.29\|16.65\|15.82\|388046;2026-06-26\|16.42\|2.95\|15.95\|17.35\|15.63\|680751;2026-06-29\|16.77\|2.13\|16.45\|17.45\|15.83\|780925;2026-06-30\|16.79\|0.12\|16.68\|17.15\|16.62\|378760;2026-07-01\|16.43\|-2.14\|16.75\|16.80\|16.04\|429342;2026-07-02\|15.68\|-4.56\|16.20\|16.37\|15.62\|450300;2026-07-03\|15.76\|0.51\|15.65\|16.25\|15.16\|457106;2026-07-06\|15.03\|-4.63\|15.68\|15.94\|15.01\|395939;2026-07-07\|14.91\|-0.80\|15.07\|15.37\|14.70\|313337;2026-07-08\|14.15\|-5.10\|14.80\|14.91\|13.95\|433185;2026-07-09\|14.69\|3.82\|14.11\|14.70\|13.90\|344515;2026-07-10\|14.24\|-3.06\|14.61\|14.79\|14.22\|352572
114793		复合铜箔+固态电池+LED背光源行业原因：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4月29日披露的2025年年度报告，公司开发出的新一代微孔复合铜箔在硅碳负极及固态电池的应用上具有良好的性能优势；据2025年8月29日披露的2025年半年度报告，该产品具有低面阻、免辊焊的特点，并已在固态电池应用上获市场高度认可。 2、据2026年5月28日互动易，公司复合铜箔产品的综合成本与传统铜箔相比具有一定的竞争优势；公司2025年年报显示，该产品在AI服务器通讯信号屏蔽和消费电子EMI领域也具有应用前景。 3、据2026年4月29日披露的2025年年度报告，公司主营业务为LED背光源和复合铜箔的研发、生产和销售，LED背光源产品广泛应用于车载、平板、笔电和智能手机等领域。	控股子公司深圳新材料从事新能源锂电池材料的研产销，主要产品为锂电复合铜箔	2026-03-03\|53.38\|-4.30\|55.78\|56.48\|53.27\|28822;2026-03-04\|53.01\|-0.69\|53.13\|54.19\|52.85\|17729;2026-03-05\|53.81\|1.51\|54.05\|55.03\|53.56\|16322;2026-03-06\|53.20\|-1.13\|53.29\|54.25\|53.18\|12821;2026-03-09\|52.50\|-1.32\|52.67\|52.99\|50.95\|22032;2026-03-10\|54.22\|3.28\|53.49\|54.51\|52.66\|23550;2026-03-11\|55.11\|1.64\|54.17\|57.36\|54.17\|33087;2026-03-12\|53.52\|-2.89\|55.12\|55.53\|53.33\|19916;2026-03-13\|52.98\|-1.01\|53.28\|54.50\|52.51\|16786;2026-03-16\|55.87\|5.45\|53.50\|56.35\|52.38\|40537;2026-03-17\|54.04\|-3.28\|55.87\|56.80\|53.90\|23699;2026-03-18\|55.47\|2.65\|55.00\|56.00\|54.55\|22689;2026-03-19\|53.60\|-3.37\|54.90\|55.11\|53.40\|20329;2026-03-20\|52.12\|-2.76\|53.80\|54.36\|52.12\|17010;2026-03-23\|48.30\|-7.33\|51.95\|52.38\|47.15\|41165;2026-03-24\|50.16\|3.85\|50.10\|50.50\|48.31\|13436;2026-03-25\|50.49\|0.66\|50.19\|51.33\|50.10\|11607;2026-03-26\|49.96\|-1.05\|50.53\|51.20\|49.69\|12063;2026-03-27\|49.70\|-0.52\|49.20\|50.60\|49.13\|11590;2026-03-30\|49.58\|-0.24\|49.00\|49.65\|47.91\|13630;2026-03-31\|48.64\|-1.90\|49.62\|49.90\|48.00\|13260;2026-04-01\|49.40\|1.56\|49.50\|49.60\|48.50\|13409;2026-04-02\|49.30\|-0.20\|49.20\|50.60\|48.82\|22183;2026-04-03\|49.31\|0.02\|49.70\|50.50\|48.20\|23873;2026-04-07\|49.00\|-0.63\|49.55\|49.75\|48.74\|10764;2026-04-08\|50.92\|3.92\|49.81\|50.96\|49.50\|20072;2026-04-09\|50.02\|-1.77\|50.00\|50.80\|49.96\|11531;2026-04-10\|51.85\|3.66\|50.70\|51.99\|50.18\|24281;2026-04-13\|51.91\|0.12\|51.50\|52.48\|51.20\|16862;2026-04-14\|51.52\|-0.75\|52.20\|52.37\|51.26\|12130;2026-04-15\|50.48\|-2.02\|51.66\|52.09\|50.32\|12591;2026-04-16\|50.35\|-0.26\|50.57\|50.59\|49.64\|12804;2026-04-17\|51.68\|2.64\|50.35\|52.40\|50.04\|26191;2026-04-20\|52.75\|2.07\|51.68\|53.18\|51.43\|24322;2026-04-21\|56.80\|7.68\|52.89\|56.87\|52.30\|59528;2026-04-22\|55.87\|-1.64\|56.98\|56.98\|54.00\|53858;2026-04-23\|53.75\|-3.79\|55.79\|55.85\|53.15\|33560;2026-04-24\|53.66\|-0.17\|53.40\|55.25\|53.40\|28588;2026-04-27\|54.05\|0.73\|53.35\|54.25\|52.88\|19698;2026-04-28\|53.46\|-1.09\|54.07\|54.33\|53.24\|20064;2026-04-29\|50.85\|-4.88\|51.61\|53.30\|50.50\|34342;2026-04-30\|52.44\|3.13\|50.49\|53.49\|50.10\|34182;2026-05-06\|52.50\|0.11\|52.45\|54.27\|52.05\|30802;2026-05-07\|53.26\|1.45\|52.65\|53.83\|51.74\|30132;2026-05-08\|52.40\|-1.61\|52.96\|53.22\|52.37\|15892;2026-05-11\|50.13\|-4.33\|52.40\|52.43\|49.85\|46070;2026-05-12\|49.50\|-1.26\|50.16\|50.29\|48.51\|28515;2026-05-13\|49.29\|-0.42\|49.48\|49.93\|48.34\|32201;2026-05-14\|48.62\|-1.36\|49.59\|49.80\|48.06\|23568;2026-05-15\|48.07\|-1.13\|48.63\|48.93\|47.76\|19586;2026-05-18\|47.60\|-0.98\|47.74\|48.18\|47.05\|13646;2026-05-19\|48.46\|1.81\|47.62\|48.91\|47.51\|13794;2026-05-20\|49.15\|1.42\|48.45\|50.42\|48.45\|22450;2026-05-21\|47.00\|-4.37\|49.58\|50.49\|46.96\|25483;2026-05-22\|47.19\|0.40\|47.55\|47.55\|46.51\|15099;2026-05-25\|46.13\|-2.25\|47.01\|47.75\|45.90\|18739;2026-05-26\|44.50\|-3.53\|45.90\|45.90\|43.30\|24530;2026-05-27\|45.28\|1.75\|45.30\|46.99\|44.50\|23138;2026-05-28\|44.08\|-2.65\|45.00\|45.00\|43.51\|14503;2026-05-29\|42.00\|-4.72\|44.00\|44.57\|41.60\|24304;2026-06-01\|42.03\|0.07\|42.00\|42.79\|41.56\|11877;2026-06-02\|42.30\|0.64\|41.61\|42.88\|40.01\|17528;2026-06-03\|42.05\|-0.59\|42.20\|42.73\|41.78\|10125;2026-06-04\|41.45\|-1.43\|42.04\|42.04\|41.23\|12394;2026-06-05\|41.95\|1.21\|41.44\|42.58\|40.46\|17661;2026-06-08\|40.95\|-2.38\|40.80\|42.01\|40.08\|19558;2026-06-09\|43.98\|7.40\|41.71\|44.14\|40.80\|24700;2026-06-10\|42.08\|-4.32\|43.50\|43.88\|41.80\|14496;2026-06-11\|40.61\|-3.49\|41.95\|41.95\|40.10\|11549;2026-06-12\|42.12\|3.72\|41.09\|43.44\|41.09\|19792;2026-06-15\|46.33\|10.00\|43.07\|46.33\|42.81\|42390;2026-06-16\|48.70\|5.12\|46.80\|50.96\|45.55\|84467;2026-06-17\|46.75\|-4.00\|46.66\|49.23\|46.01\|53547;2026-06-18\|45.92\|-1.78\|46.50\|47.58\|45.60\|39236;2026-06-22\|45.39\|-1.15\|46.30\|47.88\|43.62\|39457;2026-06-23\|45.24\|-0.33\|45.00\|45.98\|44.40\|23316;2026-06-24\|43.81\|-3.16\|44.85\|44.98\|43.30\|21732;2026-06-25\|44.08\|0.62\|43.80\|46.33\|43.68\|35270;2026-06-26\|42.56\|-3.45\|43.61\|44.50\|42.32\|25721;2026-06-29\|40.48\|-4.89\|42.18\|42.88\|40.08\|26955;2026-06-30\|41.90\|3.51\|40.48\|42.48\|40.40\|22784;2026-07-01\|42.76\|2.05\|42.26\|44.30\|41.07\|25907;2026-07-02\|41.97\|-1.85\|42.70\|44.08\|41.79\|21753;2026-07-03\|41.19\|-1.86\|41.97\|42.29\|40.87\|21319;2026-07-06\|40.22\|-2.35\|41.20\|41.60\|39.18\|25799;2026-07-07\|40.00\|-0.55\|40.22\|41.80\|39.80\|23554;2026-07-08\|39.32\|-1.70\|40.00\|40.46\|38.46\|18627;2026-07-09\|41.13\|4.60\|39.03\|41.15\|38.61\|20150;2026-07-10\|40.20\|-2.26\|41.27\|42.11\|39.90\|16350
114792		复合铜箔+AI PC+精密结构件行业原因：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5日互动易，公司复合铜箔项目处于工艺优化、样品测试和量产准备阶段，前期已实现小批量供货，目前正持续推进客户验证和产品导入，并同步进行生产线设备的性能优化及调试。 2、据2026年6月5日互动易，公司为3C消费电子行业客户提供精密结构件及模组，相关结构件产品可应用于AIPC机型，目前公司已为行业龙头客户提供部分AIPC产品的结构件。 3、据2025年年度报告，公司主营业务为消费电子和汽车零部件领域的精密结构件及模组，重点开拓车载中控屏和轻量化镁合金结构件市场。	1、公司复合铜箔项目处于工艺优化、样品测试和量产准备阶段，前期已实现小批量供货，目前正持续推进客户验证和产品导入，并同步进行生产线设备的性能优化及调试； 2、国内产销规模最大、研发能力最强的专业精密结构模组制造服务商之一，联想笔记本金属机壳供应商之一	2026-03-03\|3.91\|-7.13\|4.21\|4.24\|3.91\|2707033;2026-03-04\|3.97\|1.53\|3.87\|4.12\|3.83\|1762729;2026-03-05\|4.18\|5.29\|4.10\|4.25\|4.07\|2823714;2026-03-06\|4.20\|0.48\|4.19\|4.27\|4.08\|1825604;2026-03-09\|4.10\|-2.38\|4.15\|4.17\|3.91\|2652013;2026-03-10\|4.32\|5.37\|4.13\|4.43\|4.13\|3783824;2026-03-11\|4.22\|-2.31\|4.32\|4.33\|4.20\|2123174;2026-03-12\|4.08\|-3.32\|4.20\|4.21\|4.05\|1938968;2026-03-13\|4.06\|-0.49\|4.05\|4.10\|4.01\|1653388;2026-03-16\|4.47\|10.10\|4.17\|4.47\|4.17\|5047038;2026-03-17\|4.50\|0.67\|4.52\|4.69\|4.44\|6251406;2026-03-18\|4.41\|-2.00\|4.57\|4.58\|4.31\|3494039;2026-03-19\|4.13\|-6.35\|4.35\|4.36\|4.10\|3088213;2026-03-20\|3.96\|-4.12\|4.18\|4.31\|3.94\|3243306;2026-03-23\|3.57\|-9.85\|3.84\|3.85\|3.56\|3061191;2026-03-24\|3.72\|4.20\|3.65\|3.75\|3.51\|1816217;2026-03-25\|3.81\|2.42\|3.80\|3.94\|3.78\|2147829;2026-03-26\|3.67\|-3.67\|3.79\|3.80\|3.63\|1428967;2026-03-27\|3.69\|0.55\|3.58\|3.74\|3.56\|1073260;2026-03-30\|3.64\|-1.35\|3.60\|3.65\|3.56\|990503;2026-03-31\|3.53\|-3.02\|3.63\|3.67\|3.52\|1148942;2026-04-01\|3.60\|1.98\|3.60\|3.63\|3.54\|861828;2026-04-02\|3.43\|-4.72\|3.60\|3.60\|3.40\|1284159;2026-04-03\|3.34\|-2.62\|3.45\|3.46\|3.30\|868737;2026-04-07\|3.36\|0.60\|3.35\|3.42\|3.34\|744268;2026-04-08\|3.60\|7.14\|3.44\|3.61\|3.44\|1584382;2026-04-09\|3.53\|-1.94\|3.56\|3.58\|3.50\|865424;2026-04-10\|3.56\|0.85\|3.56\|3.62\|3.54\|1080876;2026-04-13\|3.66\|2.81\|3.51\|3.67\|3.49\|1210707;2026-04-14\|3.67\|0.27\|3.72\|3.74\|3.63\|1185545;2026-04-15\|3.70\|0.82\|3.69\|3.78\|3.66\|1402376;2026-04-16\|3.76\|1.62\|3.70\|3.76\|3.64\|1183370;2026-04-17\|3.76\|0.00\|3.73\|3.81\|3.69\|1287070;2026-04-20\|3.78\|0.53\|3.75\|3.81\|3.74\|1352932;2026-04-21\|3.93\|3.97\|3.75\|3.93\|3.66\|1663441;2026-04-22\|3.98\|1.27\|3.89\|4.10\|3.79\|2871934;2026-04-23\|3.83\|-3.77\|3.97\|4.07\|3.81\|1563196;2026-04-24\|3.82\|-0.26\|3.80\|3.86\|3.74\|1128973;2026-04-27\|3.87\|1.31\|3.74\|3.94\|3.70\|1809597;2026-04-28\|3.69\|-4.65\|3.81\|3.82\|3.67\|1427993;2026-04-29\|3.72\|0.81\|3.67\|3.76\|3.64\|881538;2026-04-30\|3.72\|0.00\|3.72\|3.77\|3.69\|942813;2026-05-06\|3.82\|2.69\|3.76\|3.88\|3.75\|1511352;2026-05-07\|4.00\|4.71\|3.84\|4.02\|3.79\|1987898;2026-05-08\|4.03\|0.75\|3.98\|4.10\|3.95\|1707073;2026-05-11\|3.95\|-1.99\|4.04\|4.06\|3.94\|1491303;2026-05-12\|3.89\|-1.52\|3.95\|3.98\|3.85\|1146312;2026-05-13\|3.92\|0.77\|3.87\|3.93\|3.83\|1305766;2026-05-14\|3.67\|-6.38\|4.11\|4.16\|3.63\|3216367;2026-05-15\|3.80\|3.54\|3.64\|3.90\|3.52\|2810091;2026-05-18\|3.73\|-1.84\|3.75\|3.77\|3.62\|1300947;2026-05-19\|3.77\|1.07\|3.70\|3.82\|3.66\|1215251;2026-05-20\|3.67\|-2.65\|3.75\|3.78\|3.65\|1204505;2026-05-21\|3.54\|-3.54\|3.69\|3.78\|3.53\|1689212;2026-05-22\|3.66\|3.39\|3.57\|3.70\|3.47\|1418238;2026-05-25\|3.69\|0.82\|3.66\|3.72\|3.61\|1135942;2026-05-26\|3.60\|-2.44\|3.66\|3.68\|3.53\|1169029;2026-05-27\|3.45\|-4.17\|3.59\|3.64\|3.43\|1235555;2026-05-28\|3.55\|2.90\|3.43\|3.58\|3.42\|1002146;2026-05-29\|3.33\|-6.20\|3.56\|3.58\|3.30\|1573036;2026-06-01\|3.66\|9.91\|3.66\|3.66\|3.66\|764389;2026-06-02\|3.71\|1.37\|3.88\|3.88\|3.64\|3998323;2026-06-03\|3.58\|-3.50\|3.56\|3.67\|3.46\|2929213;2026-06-04\|3.63\|1.40\|3.50\|3.68\|3.40\|2473623;2026-06-05\|3.82\|5.23\|3.55\|3.99\|3.52\|5410589;2026-06-08\|3.75\|-1.83\|3.72\|3.88\|3.71\|2977183;2026-06-09\|3.74\|-0.27\|3.81\|3.83\|3.62\|1859499;2026-06-10\|3.54\|-5.35\|3.69\|3.72\|3.47\|2157311;2026-06-11\|3.41\|-3.67\|3.55\|3.57\|3.38\|1572299;2026-06-12\|3.51\|2.93\|3.48\|3.73\|3.44\|2225878;2026-06-15\|3.86\|9.97\|3.49\|3.86\|3.49\|4521075;2026-06-16\|4.10\|6.22\|3.94\|4.18\|3.87\|4868383;2026-06-17\|4.09\|-0.24\|4.06\|4.16\|4.00\|2815249;2026-06-18\|4.13\|0.98\|4.09\|4.15\|3.94\|2185511;2026-06-22\|4.06\|-1.69\|4.15\|4.19\|3.93\|2053362;2026-06-23\|4.13\|1.72\|4.02\|4.31\|4.00\|2335244;2026-06-24\|4.32\|4.60\|4.11\|4.34\|4.05\|3046482;2026-06-25\|4.18\|-3.24\|4.26\|4.27\|4.10\|2288031;2026-06-26\|3.96\|-5.26\|4.14\|4.16\|3.96\|1699370;2026-06-29\|3.84\|-3.03\|4.05\|4.27\|3.66\|2598029;2026-06-30\|3.98\|3.65\|3.85\|4.05\|3.79\|1705036;2026-07-01\|3.99\|0.25\|3.98\|4.07\|3.90\|1458831;2026-07-02\|3.79\|-5.01\|3.99\|4.01\|3.77\|1781314;2026-07-03\|3.66\|-3.43\|3.81\|3.82\|3.66\|1444923;2026-07-06\|3.54\|-3.28\|3.66\|3.73\|3.51\|1513507;2026-07-07\|3.51\|-0.85\|3.52\|3.58\|3.43\|1188125;2026-07-08\|3.37\|-3.99\|3.52\|3.52\|3.33\|1438575;2026-07-09\|3.42\|1.48\|3.39\|3.43\|3.27\|1167356;2026-07-10\|3.36\|-1.75\|3.39\|3.47\|3.34\|1274470
114791		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
114790		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
114789	央视财经：AI智能体市场或迎爆发式增长	AI大模型+AI智能体+短剧出海行业原因： 1、港股MiniMax上市首日大涨109%，今日续涨30%。智谱午后涨超60%，上市三天累计涨幅超110%。 2、据报道，DeepSeek将于2月发布新一代旗舰AI模型DeepSeek V4，该模型具备强大的编程能力，预计将对当前的AI竞争格局产生重大影响。公司原因： 1、据2025年11月10日机构调研，在模型方面，公司先后开源 Skywork-Reward-V2 奖励模型、多模态推理模型 Skywork-R1V 3. 0、多模态模型 UniPic与 UniPic 2. 0、 Matrix-3D 与 Matrix-Game 2.0 等多款行业领先模型。 2、据2025年8月13日互动易及2025年半年度报告，公司已完成“算力基础设施—大模型算法—AI应用”全链条布局，稳居国内人工智能企业第一梯队，全球月活用户近4亿。 3、据2025年10月30日三季报及2025年11月10日机构调研，短剧平台DramaWave收入跃居海外短剧平台前列，前三季度海外收入54.1亿元，同比增长58%，AI驱动的多语种配音与投放素材显著提升ROI。	公司旗下天工大模型开放 API 并按词元调用量计费	2026-03-03\|52.30\|-9.97\|57.11\|57.62\|52.08\|1067842;2026-03-04\|52.21\|-0.17\|51.10\|53.57\|51.01\|527379;2026-03-05\|52.68\|0.90\|54.08\|54.55\|52.10\|498953;2026-03-06\|53.21\|1.01\|52.01\|53.25\|51.97\|420095;2026-03-09\|55.02\|3.40\|52.39\|55.75\|52.04\|775404;2026-03-10\|56.14\|2.04\|55.97\|57.77\|54.00\|910706;2026-03-11\|53.84\|-4.10\|55.40\|55.80\|53.81\|661319;2026-03-12\|53.05\|-1.47\|53.50\|54.47\|52.66\|442071;2026-03-13\|50.51\|-4.79\|53.00\|53.33\|50.00\|572396;2026-03-16\|50.56\|0.10\|50.00\|50.84\|49.28\|367377;2026-03-17\|48.60\|-3.88\|50.67\|51.16\|48.55\|402929;2026-03-18\|50.14\|3.17\|49.45\|50.35\|48.66\|401397;2026-03-19\|54.88\|9.45\|48.71\|56.66\|48.37\|1411104;2026-03-20\|53.62\|-2.30\|53.55\|56.13\|53.20\|1061405;2026-03-23\|49.93\|-6.88\|52.16\|53.60\|49.61\|784968;2026-03-24\|48.35\|-3.16\|50.76\|50.85\|46.89\|718400;2026-03-25\|50.88\|5.23\|48.92\|52.98\|48.92\|715439;2026-03-26\|50.70\|-0.35\|50.50\|52.83\|50.20\|588239;2026-03-27\|51.19\|0.97\|49.85\|52.00\|49.50\|484333;2026-03-30\|49.90\|-2.52\|49.00\|50.13\|47.50\|607755;2026-03-31\|49.00\|-1.80\|50.03\|51.25\|48.99\|421101;2026-04-01\|51.20\|4.49\|50.85\|52.22\|50.08\|604040;2026-04-02\|47.79\|-6.66\|50.51\|50.66\|47.47\|651848;2026-04-03\|46.42\|-2.87\|47.98\|48.09\|46.13\|378322;2026-04-07\|47.22\|1.72\|46.50\|48.24\|46.20\|381740;2026-04-08\|52.40\|10.97\|49.00\|52.41\|48.92\|900741;2026-04-09\|50.46\|-3.70\|50.85\|51.50\|50.32\|512919;2026-04-10\|50.05\|-0.81\|50.92\|51.26\|50.05\|468890;2026-04-13\|49.75\|-0.60\|49.40\|50.55\|49.25\|330270;2026-04-14\|50.85\|2.21\|50.58\|51.15\|50.10\|485113;2026-04-15\|49.79\|-2.08\|51.34\|51.35\|49.53\|439267;2026-04-16\|52.02\|4.48\|50.30\|53.31\|50.25\|778694;2026-04-17\|52.62\|1.15\|51.45\|53.15\|51.33\|488342;2026-04-20\|54.56\|3.69\|52.51\|55.25\|52.36\|692230;2026-04-21\|54.28\|-0.51\|56.02\|57.58\|54.08\|889741;2026-04-22\|53.63\|-1.20\|53.86\|54.25\|52.64\|674042;2026-04-23\|52.36\|-2.37\|53.55\|54.40\|51.50\|526327;2026-04-24\|50.90\|-2.79\|52.19\|52.19\|49.93\|493945;2026-04-27\|51.17\|0.53\|50.90\|52.12\|49.65\|466749;2026-04-28\|49.60\|-3.07\|50.99\|51.11\|49.33\|378686;2026-04-29\|50.18\|1.17\|49.57\|50.69\|49.57\|377599;2026-04-30\|48.86\|-2.63\|50.21\|50.49\|48.70\|407449;2026-05-06\|52.07\|6.57\|49.85\|53.40\|49.85\|734577;2026-05-07\|54.87\|5.38\|52.34\|55.18\|51.80\|822398;2026-05-08\|53.83\|-1.90\|55.63\|55.67\|53.65\|706635;2026-05-11\|54.13\|0.56\|54.00\|54.93\|53.04\|560116;2026-05-12\|52.63\|-2.77\|54.00\|54.15\|52.15\|475470;2026-05-13\|53.43\|1.52\|52.12\|53.60\|50.95\|559452;2026-05-14\|49.03\|-8.24\|54.27\|54.66\|48.94\|833236;2026-05-15\|49.21\|0.37\|49.11\|51.15\|48.90\|646072;2026-05-18\|48.95\|-0.53\|48.85\|49.86\|48.38\|433031;2026-05-19\|49.92\|1.98\|48.96\|50.30\|48.32\|482926;2026-05-20\|47.75\|-4.35\|49.02\|49.44\|47.30\|544856;2026-05-21\|46.35\|-2.93\|48.20\|49.18\|46.25\|489200;2026-05-22\|46.19\|-0.35\|46.60\|46.95\|45.50\|374941;2026-05-25\|48.15\|4.24\|46.89\|48.46\|46.83\|524825;2026-05-26\|46.45\|-3.53\|47.67\|47.88\|45.55\|608634;2026-05-27\|45.80\|-1.40\|48.00\|48.90\|45.50\|761623;2026-05-28\|44.29\|-3.30\|43.86\|45.00\|42.40\|784051;2026-05-29\|43.92\|-0.84\|44.57\|46.22\|43.79\|655209;2026-06-01\|44.99\|2.44\|44.20\|46.30\|43.90\|593843;2026-06-02\|42.30\|-5.98\|45.00\|45.00\|41.66\|655353;2026-06-03\|41.80\|-1.18\|41.53\|42.88\|41.30\|466465;2026-06-04\|40.48\|-3.16\|40.96\|40.99\|40.10\|437743;2026-06-05\|40.50\|0.05\|40.51\|41.57\|39.62\|480562;2026-06-08\|38.66\|-4.54\|39.18\|40.08\|37.96\|436652;2026-06-09\|39.59\|2.41\|39.01\|39.80\|38.25\|369504;2026-06-10\|38.19\|-3.54\|39.00\|39.90\|38.00\|360894;2026-06-11\|36.94\|-3.27\|37.81\|37.96\|36.65\|426850;2026-06-12\|37.22\|0.76\|37.83\|38.20\|37.12\|356009;2026-06-15\|39.22\|5.37\|39.00\|39.83\|38.31\|496630;2026-06-16\|38.61\|-1.56\|39.05\|39.18\|38.41\|362161;2026-06-17\|38.75\|0.36\|38.31\|39.26\|37.57\|480334;2026-06-18\|43.00\|10.97\|38.75\|45.71\|38.58\|1313605;2026-06-22\|44.42\|3.30\|42.87\|45.35\|42.20\|1013543;2026-06-23\|41.85\|-5.79\|43.57\|43.89\|41.61\|652510;2026-06-24\|41.80\|-0.12\|41.70\|42.78\|41.05\|453994;2026-06-25\|40.80\|-2.39\|41.80\|42.42\|40.32\|521320;2026-06-26\|38.75\|-5.02\|40.00\|40.50\|38.72\|507774;2026-06-29\|39.78\|2.66\|39.38\|42.25\|39.28\|664222;2026-06-30\|40.36\|1.46\|39.90\|41.00\|38.78\|496011;2026-07-01\|40.60\|0.59\|40.00\|41.50\|39.62\|583924;2026-07-02\|45.55\|12.19\|41.81\|46.89\|39.36\|1582865;2026-07-03\|42.66\|-6.34\|44.30\|46.69\|42.42\|1232127;2026-07-06\|43.05\|0.91\|42.90\|45.98\|42.39\|981563;2026-07-07\|44.61\|3.62\|42.94\|46.07\|42.89\|1114296;2026-07-08\|47.96\|7.51\|44.41\|48.50\|42.60\|1404541;2026-07-09\|50.42\|5.13\|47.50\|51.88\|46.84\|1681417;2026-07-10\|49.42\|-1.98\|48.47\|53.53\|47.80\|1621460
114788	央视财经：AI智能体市场或迎爆发式增长	涨停揭秘：央视财经指出AI智能体市场将迎爆发式增长，公司深度绑定智谱华章落地政企场景；涨停缘由：与智谱华章合作推进生成式AI大模型在数字政务、企业服务等领域应用；央视财经报道催化市场对AI智能体商业化落地预期升温；资金逻辑：AI应用端资金回流，小市值AI标的获游资重点炒作，换手率显著放大；风险提示：AI业务收入占比仍较低，商业化进展需持续验证	公司与智谱华章科技在生成式人工智能大模型在数字政务、企业服务等领域的应用与服务项目上进行深度合作	2026-03-03\|27.61\|-3.39\|28.58\|28.68\|27.60\|69411;2026-03-04\|27.80\|0.69\|27.25\|28.09\|27.01\|49311;2026-03-05\|28.00\|0.72\|28.38\|28.55\|27.89\|34507;2026-03-06\|28.30\|1.07\|27.71\|28.35\|27.71\|25679;2026-03-09\|29.80\|5.30\|28.00\|30.20\|27.81\|123094;2026-03-10\|29.89\|0.30\|29.60\|30.29\|29.46\|70350;2026-03-11\|29.00\|-2.98\|29.89\|30.00\|29.00\|54189;2026-03-12\|30.43\|4.93\|29.25\|30.55\|29.12\|144783;2026-03-13\|30.53\|0.33\|30.70\|31.58\|29.80\|127229;2026-03-16\|31.18\|2.13\|30.50\|31.21\|30.11\|75069;2026-03-17\|29.20\|-6.35\|31.18\|31.18\|29.20\|91808;2026-03-18\|29.80\|2.05\|29.34\|30.33\|29.34\|44855;2026-03-19\|29.00\|-2.68\|29.40\|29.69\|28.80\|51141;2026-03-20\|27.10\|-6.55\|29.39\|30.32\|26.89\|107792;2026-03-23\|24.58\|-9.30\|26.80\|26.80\|24.24\|110910;2026-03-24\|25.66\|4.39\|25.57\|25.68\|24.31\|92537;2026-03-25\|25.77\|0.43\|25.69\|26.38\|25.60\|56764;2026-03-26\|24.85\|-3.57\|25.73\|25.87\|24.60\|78732;2026-03-27\|25.21\|1.45\|24.50\|25.31\|24.35\|36619;2026-03-30\|25.01\|-0.79\|24.75\|25.10\|24.53\|31382;2026-03-31\|24.41\|-2.40\|25.01\|25.22\|24.38\|38081;2026-04-01\|24.97\|2.29\|25.10\|25.14\|24.68\|36330;2026-04-02\|23.88\|-4.37\|24.80\|25.14\|23.60\|61730;2026-04-03\|23.11\|-3.22\|24.08\|24.08\|23.11\|40124;2026-04-07\|23.53\|1.82\|23.21\|23.70\|23.06\|40010;2026-04-08\|25.06\|6.50\|24.02\|25.12\|24.02\|64450;2026-04-09\|24.21\|-3.39\|24.82\|24.97\|24.06\|47843;2026-04-10\|24.94\|3.02\|24.30\|25.30\|24.30\|57652;2026-04-13\|25.14\|0.80\|24.74\|25.48\|24.65\|49881;2026-04-14\|25.56\|1.67\|25.45\|25.90\|25.13\|52017;2026-04-15\|24.74\|-3.21\|25.70\|25.85\|24.65\|46482;2026-04-16\|25.27\|2.14\|24.86\|25.34\|24.75\|35210;2026-04-17\|24.89\|-1.50\|25.16\|25.20\|24.60\|48144;2026-04-20\|24.89\|0.00\|24.80\|25.16\|24.63\|38065;2026-04-21\|24.47\|-1.69\|24.78\|24.85\|24.16\|35024;2026-04-22\|24.74\|1.10\|24.38\|24.87\|24.14\|41990;2026-04-23\|24.59\|-0.61\|24.68\|24.95\|24.34\|38007;2026-04-24\|23.88\|-2.89\|24.20\|24.43\|23.20\|63601;2026-04-27\|24.66\|3.27\|23.83\|24.75\|23.30\|57306;2026-04-28\|24.05\|-2.47\|24.66\|24.79\|23.76\|43702;2026-04-29\|25.84\|7.44\|24.04\|26.27\|23.98\|134323;2026-04-30\|25.99\|0.58\|25.85\|26.47\|25.37\|78610;2026-05-06\|26.40\|1.58\|26.05\|26.80\|26.01\|56601;2026-05-07\|27.97\|5.95\|26.40\|28.15\|26.27\|99270;2026-05-08\|28.04\|0.25\|27.97\|28.04\|27.14\|87204;2026-05-11\|28.12\|0.29\|28.56\|30.20\|28.06\|104786;2026-05-12\|27.23\|-3.17\|28.12\|28.16\|27.13\|52381;2026-05-13\|27.40\|0.62\|27.23\|27.47\|26.87\|43213;2026-05-14\|26.54\|-3.14\|27.55\|27.55\|26.50\|46632;2026-05-15\|26.35\|-0.72\|26.80\|27.27\|26.13\|47500;2026-05-18\|26.30\|-0.19\|26.59\|26.69\|26.13\|37855;2026-05-19\|27.41\|4.22\|26.32\|27.57\|26.16\|70920;2026-05-20\|26.14\|-4.63\|27.26\|27.26\|26.09\|53865;2026-05-21\|24.84\|-4.97\|26.29\|26.64\|24.80\|60785;2026-05-22\|25.93\|4.39\|24.99\|26.42\|24.65\|69671;2026-05-25\|27.05\|4.32\|25.80\|27.37\|25.11\|105232;2026-05-26\|25.99\|-3.92\|26.88\|27.59\|25.58\|81176;2026-05-27\|25.65\|-1.31\|26.25\|26.50\|25.48\|48777;2026-05-28\|25.63\|-0.08\|25.55\|26.10\|24.68\|49045;2026-05-29\|24.89\|-2.89\|25.69\|26.39\|24.72\|45576;2026-06-01\|25.66\|3.09\|24.71\|26.16\|24.61\|60531;2026-06-02\|24.87\|-3.08\|25.73\|25.73\|24.58\|44960;2026-06-03\|24.24\|-2.53\|24.86\|24.96\|24.05\|36818;2026-06-04\|23.88\|-1.49\|24.23\|24.23\|23.51\|34464;2026-06-05\|26.08\|9.21\|23.89\|26.85\|23.88\|129585;2026-06-08\|25.83\|-0.96\|25.31\|26.74\|25.18\|65353;2026-06-09\|26.88\|4.07\|26.05\|26.95\|25.81\|57205;2026-06-10\|26.20\|-2.53\|26.51\|27.16\|26.00\|41908;2026-06-11\|25.46\|-2.82\|25.80\|26.24\|24.60\|60453;2026-06-12\|25.44\|-0.08\|25.91\|27.09\|25.28\|50662;2026-06-15\|28.75\|13.01\|25.52\|28.81\|25.52\|153564;2026-06-16\|30.13\|4.80\|28.85\|30.61\|28.32\|141238;2026-06-17\|30.08\|-0.17\|30.05\|30.88\|29.32\|101958;2026-06-18\|29.93\|-0.50\|29.80\|30.58\|29.60\|56885;2026-06-22\|29.00\|-3.11\|29.93\|29.97\|28.71\|66656;2026-06-23\|28.30\|-2.41\|28.79\|28.83\|27.76\|53162;2026-06-24\|28.62\|1.13\|28.30\|29.00\|27.60\|59824;2026-06-25\|27.06\|-5.45\|28.83\|29.94\|27.02\|64508;2026-06-26\|27.35\|1.07\|26.80\|27.96\|26.13\|62562;2026-06-29\|27.49\|0.51\|27.22\|27.90\|26.16\|66254;2026-06-30\|27.10\|-1.42\|27.79\|28.35\|26.58\|69510;2026-07-01\|27.43\|1.22\|28.28\|28.40\|27.10\|92293;2026-07-02\|26.31\|-4.08\|27.11\|27.69\|26.24\|68006;2026-07-03\|26.59\|1.06\|26.30\|26.88\|26.18\|50376;2026-07-06\|25.24\|-5.08\|26.60\|27.11\|25.18\|59786;2026-07-07\|25.23\|-0.04\|24.98\|26.47\|24.95\|59480;2026-07-08\|25.05\|-0.71\|25.35\|25.69\|24.95\|41573;2026-07-09\|26.24\|4.75\|25.25\|26.52\|24.61\|67124;2026-07-10\|26.26\|0.08\|26.05\|27.50\|25.36\|65331
114787	央视财经：AI智能体市场或迎爆发式增长	AI应用+B2B集采+控股股东增持 1、据2026年6月12日投资者关系活动记录表，公司全面推进数智化建设，AI大模型覆盖商品寻源与上架、客户点单、订单分配、供应链结算、履约配送等数字化采购全链路环节，AI商品分析工具助力业务前端获得更优质订单。 2、据2026年4月25日年度报告，公司作为国内B2B办公物资领域领跑者，累计服务超8万家政企客户，聚焦办公行政物资、MRO工业品等核心场景，在能源、金融、政府等行业具备大客户资源优势。 3、据2026年6月3日公告，控股股东深圳市齐心控股有限公司于2026年5月11日至6月2日通过集中竞价方式合计增持公司股份1,438万股，占公司总股本1.99%，成交总金额超1.1亿元，增持计划已实施完毕。	1、公司推出齐心智磐 AI 大模型，覆盖商品寻源与上架、客户点单、订单分配、供应链结算、履约配送等数字化采购环节，大幅提升工作效率； 2、公司主营B2B办公物资+云视频双主业，旗下齐心文创先后与吾皇猫、山海经等多个优质文化 IP 携手打造“国潮文创”	2026-03-03\|7.12\|-2.86\|7.33\|7.43\|7.11\|149564;2026-03-04\|7.05\|-0.98\|7.02\|7.15\|7.00\|120759;2026-03-05\|7.17\|1.70\|7.14\|7.27\|7.13\|96723;2026-03-06\|7.31\|1.95\|7.12\|7.34\|7.10\|96489;2026-03-09\|7.24\|-0.96\|7.18\|7.28\|7.12\|102476;2026-03-10\|7.42\|2.49\|7.30\|7.49\|7.30\|102208;2026-03-11\|7.37\|-0.67\|7.45\|7.49\|7.33\|87342;2026-03-12\|7.25\|-1.63\|7.38\|7.39\|7.24\|92880;2026-03-13\|7.24\|-0.14\|7.20\|7.31\|7.12\|67827;2026-03-16\|7.43\|2.62\|7.20\|7.45\|7.18\|114246;2026-03-17\|7.27\|-2.15\|7.45\|7.52\|7.24\|88521;2026-03-18\|7.60\|4.54\|7.29\|7.60\|7.27\|163144;2026-03-19\|7.23\|-4.87\|7.55\|7.66\|7.20\|164646;2026-03-20\|7.05\|-2.49\|7.30\|7.30\|7.05\|116172;2026-03-23\|6.55\|-7.09\|6.90\|6.98\|6.49\|220946;2026-03-24\|6.82\|4.12\|6.70\|6.83\|6.59\|154895;2026-03-25\|7.01\|2.79\|6.86\|7.06\|6.82\|130553;2026-03-26\|6.79\|-3.14\|7.00\|7.05\|6.73\|129422;2026-03-27\|6.92\|1.91\|6.70\|6.96\|6.69\|80229;2026-03-30\|6.90\|-0.29\|6.80\|6.93\|6.76\|84717;2026-03-31\|6.87\|-0.43\|6.93\|7.07\|6.86\|97302;2026-04-01\|7.07\|2.91\|7.01\|7.07\|6.90\|113008;2026-04-02\|6.92\|-2.12\|7.06\|7.08\|6.86\|91344;2026-04-03\|6.73\|-2.75\|6.94\|6.96\|6.72\|82853;2026-04-07\|6.87\|2.08\|6.75\|6.92\|6.74\|61483;2026-04-08\|7.10\|3.35\|7.03\|7.13\|6.94\|100188;2026-04-09\|6.91\|-2.68\|7.08\|7.10\|6.89\|79632;2026-04-10\|6.92\|0.14\|7.01\|7.06\|6.92\|74763;2026-04-13\|6.83\|-1.30\|6.88\|6.96\|6.80\|91302;2026-04-14\|6.85\|0.29\|6.91\|6.97\|6.73\|90018;2026-04-15\|6.77\|-1.17\|6.86\|6.88\|6.75\|71623;2026-04-16\|6.91\|2.07\|6.80\|6.92\|6.76\|80994;2026-04-17\|6.78\|-1.88\|6.92\|6.96\|6.76\|93923;2026-04-20\|6.71\|-1.03\|6.69\|6.79\|6.60\|98305;2026-04-21\|6.68\|-0.45\|6.70\|6.74\|6.57\|97265;2026-04-22\|6.77\|1.35\|6.66\|6.82\|6.60\|95495;2026-04-23\|7.45\|10.04\|6.94\|7.45\|6.89\|252947;2026-04-24\|7.17\|-3.76\|7.52\|7.54\|7.10\|551590;2026-04-27\|7.17\|0.00\|7.14\|7.21\|7.02\|365250;2026-04-28\|6.83\|-4.74\|7.11\|7.12\|6.80\|326885;2026-04-29\|6.85\|0.29\|6.73\|6.90\|6.68\|182223;2026-04-30\|6.90\|0.73\|6.91\|7.03\|6.85\|204444;2026-05-06\|7.12\|3.19\|7.12\|7.24\|7.07\|279164;2026-05-07\|7.19\|0.98\|7.13\|7.24\|7.06\|188530;2026-05-08\|7.27\|1.11\|7.16\|7.32\|7.13\|169920;2026-05-11\|7.38\|1.51\|7.27\|7.39\|7.11\|178901;2026-05-12\|7.53\|2.03\|7.41\|7.57\|7.27\|256365;2026-05-13\|7.73\|2.66\|7.49\|7.77\|7.36\|280728;2026-05-14\|7.86\|1.68\|7.80\|8.07\|7.60\|295846;2026-05-15\|8.18\|4.07\|7.91\|8.64\|7.91\|581746;2026-05-18\|8.12\|-0.73\|7.97\|8.38\|7.88\|329800;2026-05-19\|8.52\|4.93\|8.07\|8.60\|8.04\|430037;2026-05-20\|8.53\|0.12\|8.58\|8.65\|8.25\|304906;2026-05-21\|8.33\|-2.34\|8.50\|8.74\|8.25\|308237;2026-05-22\|8.33\|0.00\|8.37\|8.56\|8.19\|248350;2026-05-25\|8.40\|0.84\|8.29\|8.45\|8.25\|226755;2026-05-26\|8.19\|-2.50\|8.32\|8.34\|8.07\|177208;2026-05-27\|7.94\|-3.05\|8.14\|8.24\|7.89\|174946;2026-05-28\|8.05\|1.39\|7.95\|8.22\|7.86\|135558;2026-05-29\|7.93\|-1.49\|8.04\|8.10\|7.84\|129046;2026-06-01\|7.82\|-1.39\|7.94\|8.07\|7.72\|177253;2026-06-02\|7.87\|0.64\|7.83\|7.98\|7.63\|175648;2026-06-03\|7.91\|0.51\|7.88\|8.00\|7.78\|153576;2026-06-04\|7.53\|-4.80\|7.89\|7.89\|7.40\|191086;2026-06-05\|7.48\|-0.66\|7.53\|7.59\|7.22\|147621;2026-06-08\|7.27\|-2.81\|7.39\|7.57\|7.19\|152702;2026-06-09\|7.40\|1.79\|7.28\|7.59\|7.21\|142854;2026-06-10\|7.45\|0.68\|7.32\|7.55\|7.30\|129228;2026-06-11\|7.40\|-0.67\|7.41\|7.51\|7.02\|208821;2026-06-12\|7.36\|-0.54\|7.40\|7.52\|7.24\|115748;2026-06-15\|8.10\|10.05\|7.32\|8.10\|7.31\|335686;2026-06-16\|8.05\|-0.62\|8.10\|8.36\|7.94\|425815;2026-06-17\|7.90\|-1.86\|8.12\|8.15\|7.66\|272240;2026-06-18\|7.69\|-2.66\|7.80\|8.01\|7.66\|203422;2026-06-22\|7.72\|0.39\|7.60\|7.74\|7.34\|221984;2026-06-23\|7.79\|0.91\|7.72\|8.09\|7.68\|231091;2026-06-24\|7.49\|-3.85\|7.77\|7.78\|7.47\|186824;2026-06-25\|7.48\|-0.13\|7.50\|7.56\|7.16\|265664;2026-06-26\|6.90\|-7.26\|7.39\|7.40\|6.90\|204584;2026-06-29\|7.08\|2.61\|6.89\|7.14\|6.61\|237532;2026-06-30\|7.23\|2.12\|7.06\|7.32\|6.90\|177228;2026-07-01\|7.73\|6.92\|7.22\|7.82\|7.21\|267333;2026-07-02\|7.81\|1.03\|7.72\|8.13\|7.69\|241210;2026-07-03\|8.09\|3.59\|7.83\|8.15\|7.77\|211118;2026-07-06\|8.36\|3.34\|8.00\|8.64\|7.99\|271240;2026-07-07\|8.33\|-0.36\|8.30\|8.47\|8.23\|194846;2026-07-08\|8.18\|-1.80\|8.33\|8.40\|8.08\|153742;2026-07-09\|8.32\|1.71\|8.19\|8.38\|8.13\|164003;2026-07-10\|8.25\|-0.84\|8.30\|8.45\|8.18\|155114

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason