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
114786	央视财经：AI智能体市场或迎爆发式增长	AI应用+智慧政务+运营商业务+控制权变更进展 1、公司深耕政企大数据分析领域二十余年，业务聚焦公共安全、网络和数据安全和数字经济三大领域，致力于使用大数据及人工智能等前沿信息技术打造面向垂直领域行业客户的大数据智能应用软件及解决方案，同时为行业客户提供网络安全相关的测评及咨询服务。据2026年4月29日年报及2026年5月15日机构调研，公司基于自研易智大模型引擎，已适配DeepSeek等10余类主流AI大模型，并推出知识库问答、ChatBI智能问数等核心模块，全面支撑AI应用场景落地。 2、据2026年4月29日年报及2026年5月15日机构调研，2025年公司并购北京资采后新增运营商数字化服务业务，该板块实现收入1.0048亿元，占总营收近45%，业务结构转向双轮驱动。 3、据2026年6月5日公告，控股股东向上海盛讯转让19%股份的交易先决条件已满足，并已支付首期价款，双方已共同向深交所提交合规性审查申请材料，控制权变更取得实质性进展。	政企信息化数字化服务商；参股公司杭州领信数科已完成DeepSeek基座模型适配	2026-03-03\|24.04\|-4.98\|25.33\|25.57\|24.00\|41545;2026-03-04\|23.95\|-0.37\|23.60\|24.44\|23.36\|25232;2026-03-05\|23.90\|-0.21\|24.40\|24.40\|23.70\|23240;2026-03-06\|24.13\|0.96\|23.97\|24.44\|23.70\|24296;2026-03-09\|26.50\|9.82\|24.01\|27.95\|23.71\|159761;2026-03-10\|26.40\|-0.38\|26.50\|27.47\|26.18\|81942;2026-03-11\|25.65\|-2.84\|26.40\|26.59\|25.46\|52017;2026-03-12\|25.90\|0.97\|25.63\|26.14\|25.22\|46297;2026-03-13\|25.55\|-1.35\|25.80\|26.50\|25.37\|38817;2026-03-16\|25.58\|0.12\|25.56\|25.87\|25.22\|35919;2026-03-17\|25.84\|1.02\|25.68\|26.18\|25.51\|38521;2026-03-18\|26.06\|0.85\|25.80\|26.28\|25.53\|38213;2026-03-19\|25.68\|-1.46\|25.62\|26.49\|25.51\|43652;2026-03-20\|24.46\|-4.75\|25.98\|26.00\|24.46\|38299;2026-03-23\|23.23\|-5.03\|24.41\|24.46\|23.01\|51711;2026-03-24\|24.08\|3.66\|23.62\|24.14\|23.41\|34998;2026-03-25\|24.48\|1.66\|24.09\|24.78\|24.00\|29403;2026-03-26\|23.92\|-2.29\|24.48\|24.96\|23.65\|27849;2026-03-27\|24.34\|1.76\|23.70\|24.48\|23.61\|21659;2026-03-30\|23.93\|-1.68\|23.94\|24.64\|23.75\|24974;2026-03-31\|23.42\|-2.13\|24.00\|24.32\|23.42\|24687;2026-04-01\|24.09\|2.86\|23.89\|24.29\|23.80\|22632;2026-04-02\|23.26\|-3.45\|23.98\|24.03\|23.01\|24212;2026-04-03\|22.76\|-2.15\|23.48\|23.48\|22.43\|24252;2026-04-07\|23.65\|3.91\|22.52\|23.98\|22.52\|32425;2026-04-08\|24.60\|4.02\|24.10\|24.83\|24.00\|32823;2026-04-09\|24.40\|-0.81\|24.42\|24.95\|24.23\|36192;2026-04-10\|24.48\|0.33\|24.72\|25.05\|24.26\|25216;2026-04-13\|24.91\|1.76\|24.50\|25.86\|24.48\|44254;2026-04-14\|24.93\|0.08\|25.07\|25.48\|24.65\|26542;2026-04-15\|24.86\|-0.28\|24.94\|25.50\|24.73\|33855;2026-04-16\|25.29\|1.73\|25.12\|25.36\|24.94\|27210;2026-04-17\|25.24\|-0.20\|25.30\|25.67\|25.09\|30296;2026-04-20\|25.69\|1.78\|25.18\|25.80\|25.18\|38029;2026-04-21\|25.81\|0.47\|25.69\|25.93\|25.22\|23605;2026-04-22\|25.97\|0.62\|25.65\|26.10\|25.41\|26111;2026-04-23\|24.94\|-3.97\|25.84\|26.35\|24.73\|35929;2026-04-24\|24.56\|-1.52\|24.96\|24.96\|24.21\|39680;2026-04-27\|26.07\|6.15\|24.78\|27.80\|24.50\|108761;2026-04-28\|25.07\|-3.84\|25.88\|26.46\|24.58\|70448;2026-04-29\|23.98\|-4.35\|24.63\|24.90\|23.91\|77095;2026-04-30\|24.11\|0.54\|24.21\|24.78\|23.65\|45398;2026-05-06\|24.29\|0.75\|24.14\|25.35\|24.14\|51080;2026-05-07\|23.80\|-2.02\|24.48\|24.48\|23.62\|56275;2026-05-08\|23.65\|-0.63\|23.62\|23.94\|23.60\|32432;2026-05-11\|23.08\|-2.41\|23.79\|24.08\|22.88\|56110;2026-05-12\|22.39\|-2.99\|23.00\|23.06\|22.07\|50424;2026-05-13\|21.90\|-2.19\|22.39\|22.40\|21.59\|56270;2026-05-14\|20.76\|-5.21\|21.88\|22.05\|19.90\|81557;2026-05-15\|20.94\|0.87\|20.76\|21.50\|20.50\|48307;2026-05-18\|20.85\|-0.43\|21.33\|21.39\|20.55\|34600;2026-05-19\|21.07\|1.06\|20.93\|21.21\|20.66\|26540;2026-05-20\|21.28\|1.00\|20.94\|21.55\|20.79\|37776;2026-05-21\|20.34\|-4.42\|21.28\|21.55\|20.20\|43833;2026-05-22\|20.41\|0.34\|20.54\|20.76\|20.03\|26214;2026-05-25\|20.30\|-0.54\|20.29\|21.06\|20.00\|35639;2026-05-26\|20.05\|-1.23\|20.28\|20.28\|19.39\|37635;2026-05-27\|19.34\|-3.54\|20.05\|20.05\|19.27\|26261;2026-05-28\|19.87\|2.74\|19.38\|20.21\|19.09\|39903;2026-05-29\|19.46\|-2.06\|20.04\|20.10\|19.41\|29614;2026-06-01\|19.25\|-1.08\|19.49\|19.93\|19.20\|37640;2026-06-02\|19.28\|0.16\|19.25\|19.58\|18.55\|37587;2026-06-03\|19.68\|2.07\|19.27\|20.35\|19.06\|47722;2026-06-04\|18.57\|-5.64\|19.58\|19.65\|18.34\|40495;2026-06-05\|19.10\|2.85\|18.64\|19.40\|17.70\|55264;2026-06-08\|18.83\|-1.41\|19.08\|19.95\|18.39\|55136;2026-06-09\|18.82\|-0.05\|18.93\|19.06\|18.51\|33032;2026-06-10\|18.11\|-3.77\|18.68\|18.80\|17.84\|32174;2026-06-11\|18.17\|0.33\|17.93\|18.50\|17.65\|26734;2026-06-12\|18.41\|1.32\|18.24\|18.80\|17.97\|23475;2026-06-15\|22.09\|19.99\|19.27\|22.09\|19.25\|72835;2026-06-16\|21.98\|-0.50\|23.20\|23.38\|21.61\|144700;2026-06-17\|22.22\|1.09\|21.98\|22.59\|21.61\|68413;2026-06-18\|24.29\|9.32\|22.58\|25.57\|22.40\|149185;2026-06-22\|22.82\|-6.05\|23.83\|25.89\|22.62\|107415;2026-06-23\|22.74\|-0.35\|22.46\|23.55\|22.27\|72097;2026-06-24\|22.98\|1.06\|22.66\|23.24\|22.11\|47127;2026-06-25\|22.85\|-0.57\|22.76\|23.44\|22.42\|51903;2026-06-26\|23.10\|1.09\|23.00\|23.65\|21.68\|93104;2026-06-29\|21.84\|-5.45\|23.13\|24.28\|21.74\|82959;2026-06-30\|22.56\|3.30\|22.28\|22.78\|21.30\|53344;2026-07-01\|22.38\|-0.80\|22.55\|23.00\|22.21\|44393;2026-07-02\|21.77\|-2.73\|22.41\|22.56\|21.71\|40671;2026-07-03\|21.24\|-2.43\|22.00\|22.80\|21.22\|41116;2026-07-06\|20.70\|-2.54\|21.69\|21.78\|20.07\|42124;2026-07-07\|21.93\|5.94\|20.81\|21.93\|20.32\|53067;2026-07-08\|25.70\|17.19\|23.39\|26.32\|23.39\|235373;2026-07-09\|23.09\|-10.16\|24.00\|24.29\|22.11\|170517;2026-07-10\|24.80\|7.41\|22.40\|24.88\|21.91\|149485
114785		涨停揭秘：55GW数据中心电力缺口凸显电网精细化管理紧迫性，公司智能电表及配电仿真系统助力负荷预测与能效优化；涨停缘由：新型电力系统建设加速智能电表更新换代，公司配电智能化仿真系统切入电网调度与虚拟电厂支撑环节；资金逻辑：资金由核心设备向智能终端扩散，低价位+高股息预期吸引稳健资金布局；风险提示：行业招标节奏受政策落地影响大，毛利率偏低，海外市场拓展进展缓慢	公司业务包括智能电表、配电智能化仿真系统、电力计量智能检测系统、电力自动化仿真系统等	2026-03-03\|4.61\|-3.76\|4.80\|4.85\|4.61\|291634;2026-03-04\|4.67\|1.30\|4.57\|4.70\|4.52\|227025;2026-03-05\|4.96\|6.21\|4.75\|5.03\|4.74\|614498;2026-03-06\|5.01\|1.01\|4.93\|5.05\|4.89\|383170;2026-03-09\|5.01\|0.00\|4.95\|5.03\|4.92\|349206;2026-03-10\|5.09\|1.60\|5.02\|5.15\|5.01\|370763;2026-03-11\|5.27\|3.54\|5.09\|5.30\|5.03\|563628;2026-03-12\|5.15\|-2.28\|5.22\|5.27\|5.10\|462302;2026-03-13\|5.16\|0.19\|5.13\|5.34\|5.11\|498860;2026-03-16\|5.07\|-1.74\|5.15\|5.20\|5.04\|375363;2026-03-17\|4.98\|-1.78\|5.14\|5.15\|4.97\|281392;2026-03-18\|5.05\|1.41\|4.97\|5.08\|4.96\|196673;2026-03-19\|4.87\|-3.56\|4.99\|5.01\|4.82\|288861;2026-03-20\|4.78\|-1.85\|4.87\|4.96\|4.77\|203486;2026-03-23\|4.48\|-6.28\|4.69\|4.77\|4.42\|304256;2026-03-24\|4.71\|5.13\|4.63\|4.71\|4.49\|264497;2026-03-25\|4.78\|1.49\|4.71\|4.84\|4.69\|195944;2026-03-26\|4.68\|-2.09\|4.80\|4.90\|4.64\|236288;2026-03-27\|4.71\|0.64\|4.61\|4.74\|4.56\|281238;2026-03-30\|4.64\|-1.49\|4.65\|4.69\|4.53\|205834;2026-03-31\|4.51\|-2.80\|4.62\|4.68\|4.50\|199324;2026-04-01\|4.60\|2.00\|4.61\|4.63\|4.53\|189638;2026-04-02\|4.57\|-0.65\|4.56\|4.64\|4.53\|197555;2026-04-03\|4.31\|-5.69\|4.57\|4.59\|4.30\|282145;2026-04-07\|4.43\|2.78\|4.33\|4.44\|4.32\|184044;2026-04-08\|4.68\|5.64\|4.50\|4.72\|4.49\|302840;2026-04-09\|4.57\|-2.35\|4.64\|4.67\|4.54\|206121;2026-04-10\|4.63\|1.31\|4.61\|4.69\|4.59\|177418;2026-04-13\|4.59\|-0.86\|4.60\|4.65\|4.57\|134153;2026-04-14\|4.86\|5.88\|4.61\|4.96\|4.59\|446983;2026-04-15\|4.81\|-1.03\|4.85\|4.89\|4.77\|267199;2026-04-16\|4.86\|1.04\|4.78\|4.88\|4.74\|230102;2026-04-17\|4.88\|0.41\|4.85\|4.89\|4.78\|198967;2026-04-20\|4.89\|0.20\|4.85\|4.94\|4.82\|221928;2026-04-21\|4.83\|-1.23\|4.88\|4.88\|4.79\|167845;2026-04-22\|4.84\|0.21\|4.83\|4.86\|4.79\|149492;2026-04-23\|4.50\|-7.02\|4.76\|4.76\|4.46\|398731;2026-04-24\|4.48\|-0.44\|4.48\|4.53\|4.39\|205022;2026-04-27\|4.51\|0.67\|4.45\|4.54\|4.42\|122403;2026-04-28\|4.41\|-2.22\|4.47\|4.51\|4.39\|122652;2026-04-29\|4.50\|2.04\|4.42\|4.51\|4.38\|142959;2026-04-30\|4.46\|-0.89\|4.47\|4.50\|4.42\|100725;2026-05-06\|4.47\|0.22\|4.47\|4.52\|4.46\|128276;2026-05-07\|4.51\|0.89\|4.47\|4.52\|4.44\|172931;2026-05-08\|4.48\|-0.67\|4.50\|4.50\|4.44\|129582;2026-05-11\|4.49\|0.22\|4.50\|4.51\|4.46\|129196;2026-05-12\|4.42\|-1.56\|4.48\|4.49\|4.40\|110787;2026-05-13\|4.99\|12.90\|4.42\|5.15\|4.39\|638645;2026-05-14\|5.03\|2.03\|4.89\|5.14\|4.70\|826713;2026-05-15\|5.28\|4.97\|5.14\|5.36\|4.80\|1045925;2026-05-18\|6.30\|19.32\|5.25\|6.34\|5.21\|2458918;2026-05-19\|6.90\|9.52\|6.32\|6.96\|6.22\|1926152;2026-05-20\|6.99\|1.30\|6.37\|7.06\|6.29\|1533418;2026-05-21\|6.56\|-6.15\|6.80\|6.99\|6.39\|1317773;2026-05-22\|7.47\|13.87\|6.69\|7.50\|6.44\|1301297;2026-05-25\|6.76\|-9.50\|7.23\|7.28\|6.53\|1353146;2026-05-26\|6.54\|-3.25\|6.50\|6.82\|6.38\|724007;2026-05-27\|6.99\|6.88\|6.92\|7.45\|6.63\|1196057;2026-05-28\|7.07\|1.14\|7.09\|7.45\|6.90\|951950;2026-05-29\|6.52\|-7.78\|7.00\|7.43\|6.48\|855681;2026-06-01\|6.17\|-5.37\|6.52\|6.98\|6.13\|787961;2026-06-02\|5.91\|-4.21\|6.11\|6.22\|5.88\|821058;2026-06-03\|5.57\|-5.75\|5.75\|5.95\|5.48\|706766;2026-06-04\|5.35\|-3.95\|5.46\|5.48\|5.29\|533412;2026-06-05\|6.12\|14.39\|5.31\|6.22\|5.07\|1109893;2026-06-08\|5.69\|-7.03\|5.83\|6.42\|5.64\|836500;2026-06-09\|5.67\|-0.35\|5.88\|5.89\|5.51\|420212;2026-06-10\|5.54\|-2.29\|5.56\|5.78\|5.43\|373545;2026-06-11\|5.31\|-4.15\|5.49\|5.50\|5.25\|259806;2026-06-12\|5.42\|2.07\|5.40\|5.76\|5.37\|500756;2026-06-15\|6.11\|12.73\|5.42\|6.26\|5.40\|664460;2026-06-16\|5.91\|-3.27\|6.05\|6.11\|5.87\|401166;2026-06-17\|5.71\|-3.38\|5.83\|5.92\|5.66\|331738;2026-06-18\|5.60\|-1.93\|5.74\|5.83\|5.58\|362550;2026-06-22\|5.37\|-4.11\|5.72\|5.88\|5.25\|527321;2026-06-23\|5.60\|4.28\|5.46\|5.93\|5.35\|991988;2026-06-24\|5.13\|-8.39\|5.60\|5.60\|5.09\|637181;2026-06-25\|5.28\|2.92\|5.09\|5.57\|4.89\|745625;2026-06-26\|5.59\|5.87\|5.34\|6.17\|5.20\|1002317;2026-06-29\|6.01\|7.51\|5.50\|6.20\|5.50\|1036707;2026-06-30\|6.63\|10.32\|6.03\|6.93\|6.02\|1001830;2026-07-01\|6.28\|-5.28\|6.56\|6.57\|6.23\|693082;2026-07-02\|5.90\|-6.05\|6.20\|6.22\|5.83\|602180;2026-07-03\|5.90\|0.00\|5.97\|6.19\|5.84\|548020;2026-07-06\|5.84\|-1.02\|5.88\|6.20\|5.77\|545020;2026-07-07\|5.64\|-3.42\|5.84\|5.89\|5.58\|387267;2026-07-08\|5.38\|-4.61\|5.59\|5.65\|5.16\|515881;2026-07-09\|5.42\|0.74\|5.37\|5.49\|5.16\|361106;2026-07-10\|5.32\|-1.85\|5.43\|5.54\|5.29\|302109
114784		HVDC龙头+宁德时代拟入股+一季报增长行业原因：中信期货指出，当前供需仍然紧平衡。需求端车储同增，5月国内新能源车批发销量明显增长，零售也有明显修复。储能出货量继续强劲，预计6-7月排产继续环增，需求整体向好。供应端矿石进口面临较大的减量，冶炼端继续增长，同时市场也在提前反映7月矿石进口恢复的预期。公司原因： 1、据2026年6月9日公告，公司控股股东引进宁德时代增资事项仍在有序推进，宁德时代拟以409,985.88万元认购控股股东新增注册资本，并拟与公司围绕绿色ICT基础设施、算电协同等领域开展战略业务合作。 2、据2026年4月21日年报，公司是国内数据中心高压直流HVDC绿色供电技术方案先行者，牵头制定相关国家标准并入选工信部制造业单项冠军，其Panama电源系统效率可达97.5%以上，2025年数据中心电源业务实现营收7.76亿元，已成为阿里巴巴、腾讯等互联网头部企业智算中心供应商。 3、据2026年4月28日披露的一季报，公司2026年一季度实现营收4.18亿元，同比增长7.79%；归母净利润2493.57万元，同比增长22.89%。	宁德时代拟以41亿元认购控股股东中恒科技投资新增注册资本	2026-03-03\|32.09\|-10.01\|35.74\|35.94\|32.09\|506557;2026-03-04\|32.20\|0.34\|31.53\|33.44\|31.30\|319409;2026-03-05\|32.82\|1.93\|33.21\|33.80\|32.45\|313377;2026-03-06\|35.66\|8.65\|33.30\|36.10\|33.20\|831750;2026-03-09\|35.12\|-1.51\|34.10\|35.49\|33.01\|731566;2026-03-10\|36.51\|3.96\|35.66\|36.70\|35.31\|578431;2026-03-11\|36.29\|-0.60\|36.85\|37.37\|36.02\|543989;2026-03-12\|34.63\|-4.57\|36.30\|36.49\|34.06\|438089;2026-03-13\|32.86\|-5.11\|33.84\|34.28\|32.65\|359403;2026-03-16\|32.61\|-0.76\|32.31\|32.65\|31.15\|332002;2026-03-17\|30.35\|-6.93\|32.69\|32.89\|30.11\|354909;2026-03-18\|31.23\|2.90\|30.60\|31.39\|30.10\|264024;2026-03-19\|30.32\|-2.91\|30.01\|30.88\|30.01\|206399;2026-03-20\|29.11\|-3.99\|30.68\|30.86\|29.10\|257154;2026-03-23\|29.02\|-0.31\|28.87\|30.50\|28.42\|334762;2026-03-24\|29.04\|0.07\|29.31\|29.55\|27.79\|270485;2026-03-25\|29.90\|2.96\|29.50\|30.16\|29.31\|259276;2026-03-26\|28.96\|-3.14\|29.99\|30.00\|28.68\|187528;2026-03-27\|28.17\|-2.73\|28.39\|28.56\|27.84\|249607;2026-03-30\|27.40\|-2.73\|27.30\|27.58\|26.53\|275025;2026-03-31\|26.02\|-5.04\|27.13\|27.45\|26.02\|289859;2026-04-01\|27.02\|3.84\|26.74\|27.07\|26.38\|237502;2026-04-02\|25.64\|-5.11\|26.80\|26.92\|25.53\|218360;2026-04-03\|27.26\|6.32\|26.00\|27.99\|25.53\|442229;2026-04-07\|27.57\|1.14\|27.15\|28.45\|26.90\|312239;2026-04-08\|29.03\|5.30\|28.39\|29.10\|28.20\|320104;2026-04-09\|31.93\|9.99\|31.93\|31.93\|31.93\|74470;2026-04-10\|35.12\|9.99\|35.12\|35.12\|35.12\|33892;2026-04-13\|38.63\|9.99\|38.63\|38.63\|38.63\|150094;2026-04-14\|42.49\|9.99\|42.00\|42.49\|40.67\|865489;2026-04-15\|43.40\|2.14\|42.49\|44.16\|41.91\|1551196;2026-04-16\|42.80\|-1.38\|44.00\|44.00\|41.46\|1172638;2026-04-17\|40.91\|-4.42\|43.03\|43.66\|40.36\|1040063;2026-04-20\|43.70\|6.82\|41.48\|44.17\|40.41\|1194186;2026-04-21\|44.16\|1.05\|43.67\|45.45\|41.87\|1151659;2026-04-22\|43.74\|-0.95\|44.30\|44.96\|42.73\|948003;2026-04-23\|43.53\|-0.48\|44.21\|44.88\|43.10\|794968;2026-04-24\|41.69\|-4.23\|43.40\|43.54\|41.51\|688906;2026-04-27\|41.15\|-1.30\|42.00\|42.01\|40.52\|491171;2026-04-28\|40.00\|-2.79\|41.00\|41.89\|39.71\|529695;2026-04-29\|39.75\|-0.62\|39.41\|40.85\|39.35\|409306;2026-04-30\|40.79\|2.62\|39.75\|41.49\|38.85\|526417;2026-05-06\|44.87\|10.00\|41.23\|44.87\|40.71\|726869;2026-05-07\|46.30\|3.19\|45.08\|46.75\|44.47\|810330;2026-05-08\|45.15\|-2.48\|45.20\|46.13\|44.56\|457305;2026-05-11\|44.73\|-0.93\|45.48\|45.80\|43.83\|440990;2026-05-12\|44.00\|-1.63\|44.70\|44.99\|43.46\|348387;2026-05-13\|48.40\|10.00\|44.50\|48.40\|43.65\|862868;2026-05-14\|48.74\|0.70\|50.84\|53.13\|48.74\|892085;2026-05-15\|47.85\|-1.83\|49.50\|49.80\|46.95\|591315;2026-05-18\|49.16\|2.74\|47.65\|50.24\|47.36\|504248;2026-05-19\|52.87\|7.55\|48.67\|53.77\|48.18\|656037;2026-05-20\|51.53\|-2.53\|52.91\|53.86\|50.00\|491905;2026-05-21\|49.17\|-4.58\|52.15\|53.88\|48.99\|633189;2026-05-22\|52.09\|5.94\|49.68\|52.56\|49.00\|456418;2026-05-25\|56.25\|7.99\|53.46\|57.30\|53.13\|639700;2026-05-26\|53.70\|-4.53\|54.99\|54.99\|52.15\|530175;2026-05-27\|56.77\|5.72\|53.97\|59.07\|53.97\|823983;2026-05-28\|59.15\|4.19\|56.77\|59.70\|55.10\|677879;2026-05-29\|56.05\|-5.24\|58.50\|59.97\|55.40\|567028;2026-06-01\|50.66\|-9.62\|55.62\|56.04\|50.48\|597264;2026-06-02\|52.27\|3.18\|51.67\|53.50\|50.03\|430672;2026-06-03\|54.78\|4.80\|51.86\|57.30\|50.88\|602748;2026-06-04\|53.69\|-1.99\|54.01\|55.95\|53.43\|361779;2026-06-05\|52.95\|-1.38\|52.95\|57.37\|52.25\|482568;2026-06-08\|52.41\|-1.02\|50.27\|55.43\|50.27\|469008;2026-06-09\|55.14\|5.21\|52.30\|55.50\|50.15\|518254;2026-06-10\|51.14\|-7.25\|53.51\|54.28\|50.44\|512847;2026-06-11\|48.97\|-4.24\|50.71\|51.80\|48.50\|389133;2026-06-12\|46.51\|-5.02\|50.58\|50.67\|46.51\|447846;2026-06-15\|51.16\|10.00\|47.24\|51.16\|47.24\|400062;2026-06-16\|52.24\|2.11\|52.00\|53.76\|51.06\|426109;2026-06-17\|51.99\|-0.48\|53.28\|54.88\|51.19\|372961;2026-06-18\|54.16\|4.17\|51.70\|54.51\|51.50\|379612;2026-06-22\|53.13\|-1.72\|54.07\|54.88\|51.28\|510773;2026-06-23\|50.16\|-5.59\|52.01\|52.10\|49.50\|346773;2026-06-24\|55.18\|10.01\|49.50\|55.18\|48.91\|546472;2026-06-25\|56.10\|1.67\|56.95\|58.30\|55.18\|557095;2026-06-26\|53.95\|-3.83\|56.58\|57.00\|51.81\|441668;2026-06-29\|53.80\|-0.28\|54.09\|56.15\|51.77\|412766;2026-06-30\|53.80\|0.00\|53.50\|55.48\|51.52\|386815;2026-07-01\|51.84\|-3.64\|53.99\|54.98\|49.76\|483373;2026-07-02\|50.85\|-1.91\|50.23\|53.83\|49.03\|367195;2026-07-03\|52.90\|4.03\|51.15\|55.94\|51.15\|564257;2026-07-06\|54.19\|2.44\|53.42\|56.66\|53.00\|482928;2026-07-07\|51.80\|-4.41\|54.54\|56.85\|51.27\|463552;2026-07-08\|49.47\|-4.50\|52.16\|54.46\|49.28\|410773;2026-07-09\|54.42\|10.01\|49.83\|54.42\|48.58\|561637;2026-07-10\|56.05\|3.00\|56.62\|59.86\|56.00\|840836
114783		风光火储一体化+火电+北京国资行业原因： 1、据央视新闻，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。 2、据央视新闻，美国国家海洋和大气管理局6月11日宣布，热带太平洋已形成厄尔尼诺现象，并发布厄尔尼诺预警。公司原因： 1、据2026年5月13日公告，公司乌兰察布京大1500MW“风光火储一体化”大型风电光伏基地项目获得核准，项目总装机150万千瓦，总投资87.41亿元。 2、据2026年5月26日异动公告及2025年年报，公司主营火力发电及供热，截至2025年末总装机容量2466.7万千瓦，其中火电装机2139万千瓦，是北京地区最大火电企业。 3、据2025年年报，公司最终控制人为北京市人民政府国有资产监督管理委员会，正转型综合能源服务商，布局“电热氢储”多能互补体系。	北京地区最大的火力发电企业；主营业务以燃煤火力发电和供热为主，主要向京津唐电网、蒙西电网、山西电网、豫北电网供电	2026-03-03\|5.48\|-2.14\|5.60\|5.65\|5.43\|652444;2026-03-04\|5.40\|-1.46\|5.39\|5.52\|5.34\|520388;2026-03-05\|5.45\|0.93\|5.44\|5.52\|5.40\|434828;2026-03-06\|5.56\|2.02\|5.43\|5.59\|5.40\|405017;2026-03-09\|5.50\|-1.08\|5.58\|5.64\|5.48\|528183;2026-03-10\|5.47\|-0.55\|5.51\|5.55\|5.41\|367035;2026-03-11\|5.58\|2.01\|5.49\|5.60\|5.36\|511197;2026-03-12\|5.89\|5.56\|5.59\|5.92\|5.59\|1275773;2026-03-13\|5.66\|-3.90\|5.95\|5.96\|5.65\|859775;2026-03-16\|5.38\|-4.95\|5.64\|5.71\|5.36\|699130;2026-03-17\|5.32\|-1.12\|5.35\|5.45\|5.31\|427713;2026-03-18\|5.40\|1.50\|5.32\|5.45\|5.31\|457075;2026-03-19\|5.33\|-1.30\|5.35\|5.44\|5.31\|360072;2026-03-20\|5.42\|1.69\|5.31\|5.51\|5.31\|596826;2026-03-23\|5.10\|-5.90\|5.32\|5.36\|5.07\|752865;2026-03-24\|5.32\|4.31\|5.16\|5.33\|5.10\|520555;2026-03-25\|5.73\|7.71\|5.35\|5.78\|5.35\|1060796;2026-03-26\|5.62\|-1.92\|5.70\|5.72\|5.53\|793640;2026-03-27\|5.57\|-0.89\|5.56\|5.68\|5.44\|560288;2026-03-30\|5.29\|-5.03\|5.50\|5.53\|5.20\|693967;2026-03-31\|5.08\|-3.97\|5.26\|5.27\|5.07\|620097;2026-04-01\|5.22\|2.76\|5.15\|5.31\|5.09\|575688;2026-04-02\|5.13\|-1.72\|5.20\|5.24\|5.09\|335460;2026-04-03\|5.00\|-2.53\|5.13\|5.15\|5.00\|338853;2026-04-07\|5.01\|0.20\|5.01\|5.06\|4.97\|239391;2026-04-08\|5.15\|2.79\|5.08\|5.15\|5.08\|328646;2026-04-09\|5.17\|0.39\|5.13\|5.20\|5.09\|284595;2026-04-10\|5.18\|0.19\|5.18\|5.25\|5.16\|202464;2026-04-13\|5.14\|-0.77\|5.15\|5.18\|5.07\|288172;2026-04-14\|5.19\|0.97\|5.16\|5.24\|5.14\|230587;2026-04-15\|5.22\|0.58\|5.19\|5.25\|5.16\|267582;2026-04-16\|5.32\|1.92\|5.21\|5.34\|5.20\|286236;2026-04-17\|5.30\|-0.38\|5.30\|5.35\|5.26\|168315;2026-04-20\|5.32\|0.38\|5.30\|5.34\|5.26\|267510;2026-04-21\|5.46\|2.63\|5.32\|5.52\|5.29\|415468;2026-04-22\|5.50\|0.73\|5.43\|5.53\|5.42\|332758;2026-04-23\|5.53\|0.55\|5.49\|5.57\|5.41\|409190;2026-04-24\|5.48\|-0.90\|5.50\|5.53\|5.42\|356419;2026-04-27\|5.01\|-8.58\|5.15\|5.15\|4.98\|1122681;2026-04-28\|4.86\|-2.99\|4.98\|5.03\|4.78\|859498;2026-04-29\|4.93\|1.44\|4.84\|4.96\|4.81\|512803;2026-04-30\|4.88\|-1.01\|4.92\|4.93\|4.83\|403439;2026-05-06\|5.00\|2.46\|4.87\|5.02\|4.86\|623040;2026-05-07\|5.10\|2.00\|5.00\|5.11\|5.00\|516200;2026-05-08\|5.13\|0.59\|5.10\|5.35\|5.07\|717383;2026-05-11\|5.18\|0.97\|5.14\|5.23\|5.11\|472437;2026-05-12\|5.26\|1.54\|5.18\|5.35\|5.15\|826554;2026-05-13\|5.79\|10.08\|5.45\|5.79\|5.41\|966718;2026-05-14\|6.37\|10.02\|6.37\|6.37\|6.10\|2176977;2026-05-15\|7.01\|10.05\|6.50\|7.01\|5.88\|4434591;2026-05-18\|7.71\|9.99\|7.23\|7.71\|7.23\|2407024;2026-05-19\|8.27\|7.26\|7.71\|8.48\|6.98\|5202994;2026-05-20\|7.44\|-10.04\|8.02\|8.09\|7.44\|2899538;2026-05-21\|8.18\|9.95\|7.03\|8.18\|6.85\|5474999;2026-05-22\|8.22\|0.49\|7.92\|8.90\|7.64\|5276192;2026-05-25\|9.04\|9.98\|8.38\|9.04\|8.38\|2428734;2026-05-26\|9.17\|1.44\|9.49\|9.89\|9.15\|5033831;2026-05-27\|9.70\|5.78\|9.05\|9.87\|8.98\|4694663;2026-05-28\|9.21\|-5.05\|9.50\|10.05\|9.13\|4557016;2026-05-29\|9.38\|1.85\|8.90\|9.70\|8.66\|4147278;2026-06-01\|8.44\|-10.02\|9.33\|9.38\|8.44\|3643176;2026-06-02\|8.49\|0.59\|8.39\|8.75\|7.93\|3201300;2026-06-03\|9.34\|10.01\|8.24\|9.34\|8.10\|3469769;2026-06-04\|9.36\|0.21\|9.50\|9.96\|9.33\|4446579;2026-06-05\|8.46\|-9.62\|9.53\|9.85\|8.46\|3307408;2026-06-08\|8.82\|4.26\|8.16\|9.13\|8.03\|3178546;2026-06-09\|9.13\|3.51\|8.61\|9.18\|8.15\|3412168;2026-06-10\|8.22\|-9.97\|8.85\|9.09\|8.22\|2720811;2026-06-11\|7.78\|-5.35\|8.04\|8.25\|7.68\|2628129;2026-06-12\|7.49\|-3.73\|7.80\|7.93\|7.46\|2471924;2026-06-15\|8.24\|10.01\|7.45\|8.24\|7.29\|2763956;2026-06-16\|8.16\|-0.97\|8.33\|8.78\|8.14\|2920013;2026-06-17\|8.02\|-1.72\|8.26\|8.33\|7.81\|2602209;2026-06-18\|7.59\|-5.36\|7.90\|8.01\|7.50\|2033813;2026-06-22\|7.49\|-1.32\|7.58\|7.68\|7.40\|1790992;2026-06-23\|7.13\|-4.81\|7.35\|7.41\|7.04\|1639284;2026-06-24\|7.07\|-0.84\|7.01\|7.16\|6.88\|1439899;2026-06-25\|6.91\|-2.26\|7.03\|7.13\|6.86\|1126210;2026-06-26\|6.59\|-4.63\|6.95\|7.20\|6.58\|1794185;2026-06-29\|6.59\|0.00\|6.59\|6.70\|6.45\|1278569;2026-06-30\|6.45\|-2.12\|6.51\|6.53\|6.30\|1001697;2026-07-01\|6.59\|2.17\|6.45\|6.69\|6.32\|1496300;2026-07-02\|6.19\|-6.07\|6.52\|6.80\|6.16\|1751485;2026-07-03\|6.18\|-0.16\|6.23\|6.28\|6.12\|1074820;2026-07-06\|5.97\|-3.40\|6.14\|6.22\|5.96\|961471;2026-07-07\|5.74\|-3.85\|5.96\|5.96\|5.72\|882850;2026-07-08\|5.60\|-2.44\|5.76\|5.76\|5.59\|715474;2026-07-09\|5.82\|3.93\|5.60\|5.85\|5.53\|1094551;2026-07-10\|5.89\|1.20\|5.82\|6.04\|5.75\|1024916
114782		特高压中标+输配电设备+央企行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年6月13日公告，公司下属6家子公司中标国家电网2026年特高压项目第二次设备招标，中标变压器、组合电器等产品，总中标金额18.9876亿元，占2025年营收约8%。 2、据2026年4月11日年报，公司是我国产品种类最全、成套能力最强的高压、超高压、特高压交直流输变电产品研发生产制造基地，特高压新建项目稳居行业第一。 3、据2026年4月11日年报，公司最终控制人为国务院国资委，是国内输配电一次设备成套能力最强的央企，产品覆盖全电压等级。	公司作为国内输配电装备龙头，聚焦特高压与智能化输配电成套装备，研发智能变压器、数字化开关等产品，拥有高压开关专家远程诊断系统等软件著作权	2026-03-03\|15.47\|-4.27\|16.08\|16.27\|15.30\|2397324;2026-03-04\|16.46\|6.40\|15.14\|16.88\|15.10\|3997070;2026-03-05\|18.11\|10.02\|16.90\|18.11\|16.68\|3247040;2026-03-06\|19.30\|6.57\|18.60\|19.58\|18.32\|5516589;2026-03-09\|20.17\|4.51\|18.90\|20.61\|18.89\|5344522;2026-03-10\|19.99\|-0.89\|20.00\|20.65\|19.58\|4428440;2026-03-11\|19.15\|-4.20\|20.01\|20.10\|18.72\|5387645;2026-03-12\|18.64\|-2.66\|18.80\|19.34\|18.33\|3789451;2026-03-13\|17.65\|-5.31\|18.51\|18.55\|17.59\|3225191;2026-03-16\|17.34\|-1.76\|17.90\|17.95\|17.15\|2080698;2026-03-17\|17.42\|0.46\|17.45\|18.10\|17.12\|2961820;2026-03-18\|17.85\|2.47\|17.50\|17.88\|17.08\|3012623;2026-03-19\|17.11\|-4.15\|17.45\|17.67\|16.87\|2382484;2026-03-20\|16.30\|-4.73\|17.12\|17.29\|16.26\|2512301;2026-03-23\|16.07\|-1.41\|15.74\|16.84\|15.73\|2447483;2026-03-24\|16.37\|1.87\|16.43\|16.67\|15.69\|2291615;2026-03-25\|16.69\|1.95\|16.40\|16.98\|16.40\|2301006;2026-03-26\|15.94\|-4.49\|16.62\|16.62\|15.85\|1932620;2026-03-27\|16.07\|0.82\|15.70\|16.18\|15.61\|1338320;2026-03-30\|15.80\|-1.68\|15.81\|15.89\|15.37\|1420695;2026-03-31\|15.21\|-3.73\|15.86\|15.97\|15.20\|1535629;2026-04-01\|15.64\|2.83\|15.59\|15.85\|15.48\|1345485;2026-04-02\|15.33\|-1.98\|15.65\|16.12\|15.25\|1558463;2026-04-03\|15.05\|-1.83\|15.52\|15.68\|15.01\|1270143;2026-04-07\|14.97\|-0.53\|15.05\|15.15\|14.82\|1085721;2026-04-08\|16.01\|6.95\|15.35\|16.02\|15.35\|2120006;2026-04-09\|15.79\|-1.37\|15.70\|15.95\|15.50\|1379868;2026-04-10\|16.08\|1.84\|16.00\|16.28\|15.77\|1834404;2026-04-13\|15.82\|-1.62\|15.90\|15.96\|15.50\|1575160;2026-04-14\|16.20\|2.40\|16.00\|16.25\|15.83\|2009791;2026-04-15\|17.70\|9.26\|16.42\|17.80\|16.30\|4449445;2026-04-16\|17.44\|-1.47\|17.69\|17.69\|16.99\|3143911;2026-04-17\|17.19\|-1.43\|17.45\|17.58\|17.06\|1932650;2026-04-20\|18.22\|5.99\|17.18\|18.40\|16.76\|3497737;2026-04-21\|17.89\|-1.81\|18.23\|18.23\|17.64\|2182398;2026-04-22\|17.95\|0.34\|17.90\|18.20\|17.76\|2145174;2026-04-23\|18.02\|0.39\|17.96\|18.51\|17.37\|2774818;2026-04-24\|17.21\|-4.50\|17.71\|17.94\|17.20\|2024336;2026-04-27\|16.92\|-1.69\|16.97\|17.24\|16.73\|1376840;2026-04-28\|17.20\|1.65\|16.91\|17.50\|16.51\|2106943;2026-04-29\|17.15\|-0.29\|17.15\|17.37\|16.80\|1461312;2026-04-30\|16.92\|-1.34\|17.15\|17.22\|16.80\|1213409;2026-05-06\|17.43\|3.01\|16.92\|17.47\|16.92\|1908804;2026-05-07\|17.50\|0.40\|17.55\|17.70\|17.25\|1962315;2026-05-08\|17.19\|-1.77\|17.65\|17.80\|17.16\|2095128;2026-05-11\|18.10\|5.29\|17.20\|18.34\|17.20\|3188643;2026-05-12\|19.20\|6.08\|18.10\|19.41\|17.77\|4524247;2026-05-13\|19.02\|-0.94\|19.31\|19.89\|18.72\|4570786;2026-05-14\|17.61\|-7.41\|18.80\|18.94\|17.60\|3542213;2026-05-15\|17.14\|-2.67\|17.55\|17.73\|16.83\|2382969;2026-05-18\|17.12\|-0.12\|16.96\|17.29\|16.88\|1395190;2026-05-19\|17.60\|2.80\|17.26\|17.69\|16.88\|1916505;2026-05-20\|17.08\|-2.95\|17.50\|17.58\|17.00\|1475884;2026-05-21\|16.12\|-5.62\|17.01\|17.01\|16.10\|2443883;2026-05-22\|16.25\|0.81\|16.05\|16.35\|15.90\|1117104;2026-05-25\|16.65\|2.46\|16.55\|17.02\|16.50\|1456989;2026-05-26\|16.18\|-2.82\|16.50\|16.51\|16.02\|1209857;2026-05-27\|16.58\|2.47\|16.17\|16.87\|16.03\|1835278;2026-05-28\|16.55\|-0.18\|16.61\|16.83\|16.22\|1270248;2026-05-29\|16.57\|0.12\|16.39\|16.64\|16.09\|1344519;2026-06-01\|17.00\|2.60\|16.30\|17.27\|16.20\|1836475;2026-06-02\|16.54\|-2.71\|17.01\|17.01\|16.26\|1347644;2026-06-03\|16.42\|-0.73\|16.35\|16.60\|16.15\|1217879;2026-06-04\|15.61\|-4.93\|16.20\|16.32\|15.61\|1814631;2026-06-05\|15.03\|-3.72\|15.50\|15.53\|15.00\|1587171;2026-06-08\|14.01\|-6.79\|14.40\|14.69\|13.89\|1534277;2026-06-09\|14.29\|2.00\|14.25\|14.30\|13.99\|1050040;2026-06-10\|13.64\|-4.55\|14.03\|14.09\|13.53\|1392055;2026-06-11\|13.46\|-1.32\|13.50\|13.69\|13.38\|894864;2026-06-12\|13.47\|0.07\|13.71\|13.79\|13.38\|1230387;2026-06-15\|14.82\|10.02\|14.00\|14.82\|14.00\|1877950;2026-06-16\|16.30\|9.99\|15.51\|16.30\|15.39\|2317980;2026-06-17\|15.79\|-3.13\|16.42\|16.58\|15.61\|3475128;2026-06-18\|15.26\|-3.36\|15.68\|15.69\|15.10\|2379121;2026-06-22\|16.79\|10.03\|15.32\|16.79\|15.24\|2592730;2026-06-23\|16.19\|-3.57\|16.50\|17.00\|15.95\|3065910;2026-06-24\|16.26\|0.43\|15.88\|16.40\|15.81\|1760896;2026-06-25\|16.09\|-0.74\|16.16\|16.40\|15.73\|1428016;2026-06-26\|14.88\|-7.52\|16.40\|16.50\|14.88\|2469964;2026-06-29\|15.00\|0.81\|14.83\|15.48\|14.59\|1637449;2026-06-30\|14.92\|-0.53\|14.82\|15.06\|14.51\|1199233;2026-07-01\|14.50\|-2.81\|14.92\|14.93\|14.30\|1614559;2026-07-02\|14.06\|-3.03\|14.26\|14.60\|14.01\|1224935;2026-07-03\|14.29\|1.64\|14.06\|14.54\|14.00\|1061861;2026-07-06\|14.02\|-1.89\|14.42\|14.57\|14.00\|1039551;2026-07-07\|13.58\|-3.14\|14.13\|14.18\|13.51\|918213;2026-07-08\|13.27\|-2.28\|13.54\|13.63\|13.22\|847067;2026-07-09\|13.31\|0.30\|13.25\|13.35\|12.61\|1335212;2026-07-10\|13.42\|0.83\|13.32\|13.74\|13.12\|1237138
114781		涨停揭秘：公司为小米汽车流体管路核心供应商，叠加新能源汽车零部件板块整体活跃；涨停缘由：深度绑定小米汽车供应链；近期汽车零部件出口及国内新能源车产销回暖预期强化；6月15日主力资金净流入729.68万元，大单买入占比近六成；资金逻辑：资金聚焦低位低价+强客户绑定逻辑，换手率1.52%显示筹码良性交换，小盘+京津冀+百度概念增强资金辨识度；风险提示：2025年归母净利润亏损1.91亿元，主因计提2.84亿元商誉减值；2026年一季度净利润同比下滑83.66%，经营修复仍需验证	国内规模领先的汽车流体管路及汽车密封件知名企业集团；小米汽车是公司重要的客户之一，公司将为小米汽车配套流体管路产品	2026-03-03\|5.38\|-5.28\|5.69\|5.70\|5.36\|328177;2026-03-04\|5.41\|0.56\|5.35\|5.49\|5.32\|194353;2026-03-05\|5.55\|2.59\|5.52\|5.66\|5.51\|241435;2026-03-06\|5.58\|0.54\|5.53\|5.61\|5.50\|147173;2026-03-09\|5.50\|-1.43\|5.51\|5.53\|5.37\|195345;2026-03-10\|5.59\|1.64\|5.58\|5.65\|5.57\|175713;2026-03-11\|5.57\|-0.36\|5.63\|5.65\|5.53\|165335;2026-03-12\|5.45\|-2.15\|5.55\|5.57\|5.43\|178973;2026-03-13\|5.38\|-1.28\|5.44\|5.51\|5.37\|161111;2026-03-16\|5.42\|0.74\|5.38\|5.43\|5.33\|141518;2026-03-17\|5.24\|-3.32\|5.44\|5.46\|5.23\|168859;2026-03-18\|5.34\|1.91\|5.26\|5.35\|5.24\|102748;2026-03-19\|5.18\|-3.00\|5.26\|5.30\|5.16\|152063;2026-03-20\|4.96\|-4.25\|5.22\|5.23\|4.95\|207065;2026-03-23\|4.65\|-6.25\|4.86\|4.96\|4.61\|236808;2026-03-24\|4.83\|3.87\|4.80\|4.84\|4.65\|183134;2026-03-25\|4.87\|0.83\|4.85\|4.93\|4.85\|145598;2026-03-26\|4.79\|-1.64\|4.87\|4.93\|4.75\|142437;2026-03-27\|4.87\|1.67\|4.74\|4.87\|4.70\|112371;2026-03-30\|4.87\|0.00\|4.79\|4.87\|4.76\|102472;2026-03-31\|4.78\|-1.85\|4.87\|4.94\|4.78\|117024;2026-04-01\|4.85\|1.46\|4.87\|4.88\|4.79\|99816;2026-04-02\|4.74\|-2.27\|4.85\|4.89\|4.70\|135558;2026-04-03\|4.56\|-3.80\|4.77\|4.79\|4.55\|122385;2026-04-07\|4.70\|3.07\|4.58\|4.73\|4.58\|119829;2026-04-08\|4.88\|3.83\|4.80\|4.89\|4.77\|139888;2026-04-09\|4.81\|-1.43\|4.84\|4.88\|4.77\|113183;2026-04-10\|4.90\|1.87\|4.84\|4.93\|4.83\|111337;2026-04-13\|4.86\|-0.82\|4.88\|4.91\|4.82\|83429;2026-04-14\|4.89\|0.62\|4.89\|4.89\|4.83\|83445;2026-04-15\|4.80\|-1.84\|4.91\|4.93\|4.78\|113723;2026-04-16\|4.89\|1.88\|4.80\|4.91\|4.80\|123766;2026-04-17\|4.87\|-0.41\|4.87\|4.90\|4.80\|107531;2026-04-20\|4.91\|0.82\|4.86\|4.91\|4.84\|81841;2026-04-21\|4.91\|0.00\|4.90\|4.92\|4.83\|117960;2026-04-22\|4.91\|0.00\|4.92\|4.92\|4.83\|98290;2026-04-23\|4.77\|-2.85\|4.91\|4.92\|4.75\|148190;2026-04-24\|4.79\|0.42\|4.77\|4.82\|4.70\|122189;2026-04-27\|4.84\|1.04\|4.79\|4.84\|4.66\|147133;2026-04-28\|4.75\|-1.86\|4.79\|4.82\|4.73\|112927;2026-04-29\|4.82\|1.47\|4.72\|4.84\|4.67\|155028;2026-04-30\|4.81\|-0.21\|4.79\|4.84\|4.77\|107768;2026-05-06\|4.89\|1.66\|4.81\|4.91\|4.81\|148629;2026-05-07\|4.91\|0.41\|4.91\|4.93\|4.88\|126458;2026-05-08\|5.00\|1.83\|4.92\|5.00\|4.88\|181048;2026-05-11\|4.99\|-0.20\|5.00\|5.00\|4.93\|188275;2026-05-12\|4.93\|-1.20\|4.99\|5.02\|4.92\|140666;2026-05-13\|4.96\|0.61\|4.94\|4.99\|4.89\|136469;2026-05-14\|4.86\|-2.02\|4.98\|4.99\|4.86\|181214;2026-05-15\|4.96\|2.06\|4.89\|5.10\|4.86\|290132;2026-05-18\|4.97\|0.20\|4.94\|4.97\|4.84\|276375;2026-05-19\|5.07\|2.01\|4.97\|5.13\|4.95\|380543;2026-05-20\|4.91\|-3.16\|5.03\|5.05\|4.89\|244406;2026-05-21\|4.77\|-2.85\|4.92\|4.97\|4.77\|200770;2026-05-22\|4.87\|2.10\|4.81\|4.92\|4.72\|166603;2026-05-25\|4.74\|-2.67\|4.89\|4.91\|4.71\|194799;2026-05-26\|4.59\|-3.16\|4.72\|4.76\|4.53\|191861;2026-05-27\|4.40\|-4.14\|4.59\|4.61\|4.40\|141119;2026-05-28\|4.44\|0.91\|4.43\|4.51\|4.30\|137359;2026-05-29\|4.29\|-3.38\|4.46\|4.47\|4.27\|141027;2026-06-01\|4.41\|2.80\|4.27\|4.45\|4.25\|122281;2026-06-02\|4.32\|-2.04\|4.44\|4.44\|4.27\|108114;2026-06-03\|4.33\|0.23\|4.32\|4.45\|4.27\|124470;2026-06-04\|4.45\|2.77\|4.31\|4.49\|4.28\|169158;2026-06-05\|4.45\|0.00\|4.43\|4.56\|4.35\|172742;2026-06-08\|4.29\|-3.60\|4.31\|4.46\|4.24\|131681;2026-06-09\|4.45\|3.73\|4.31\|4.61\|4.24\|163000;2026-06-10\|4.33\|-2.70\|4.44\|4.52\|4.26\|153415;2026-06-11\|4.25\|-1.85\|4.28\|4.31\|4.19\|98330;2026-06-12\|4.32\|1.65\|4.32\|4.34\|4.25\|83990;2026-06-15\|4.84\|12.04\|4.36\|4.86\|4.36\|431922;2026-06-16\|4.82\|-0.41\|4.80\|4.91\|4.73\|253738;2026-06-17\|4.79\|-0.62\|4.89\|4.99\|4.73\|168083;2026-06-18\|4.56\|-4.80\|4.84\|4.88\|4.44\|338231;2026-06-22\|4.48\|-1.75\|4.45\|4.58\|4.35\|190862;2026-06-23\|4.59\|2.46\|4.44\|4.78\|4.42\|228632;2026-06-24\|4.45\|-3.05\|4.57\|4.64\|4.37\|149394;2026-06-25\|4.35\|-2.25\|4.43\|4.49\|4.30\|133990;2026-06-26\|4.11\|-5.52\|4.31\|4.33\|4.11\|156051;2026-06-29\|4.06\|-1.22\|4.08\|4.12\|3.99\|118796;2026-06-30\|4.10\|0.99\|4.05\|4.13\|4.03\|89216;2026-07-01\|4.16\|1.46\|4.10\|4.20\|4.07\|96856;2026-07-02\|4.13\|-0.72\|4.14\|4.23\|4.11\|93541;2026-07-03\|4.19\|1.45\|4.15\|4.23\|4.12\|122528;2026-07-06\|4.04\|-3.58\|4.19\|4.20\|4.04\|124810;2026-07-07\|3.89\|-3.71\|4.05\|4.07\|3.88\|112441;2026-07-08\|3.88\|-0.26\|3.90\|3.92\|3.80\|63364;2026-07-09\|3.86\|-0.52\|3.87\|3.92\|3.80\|78694;2026-07-10\|3.92\|1.55\|3.90\|4.00\|3.82\|87608
114780		低空经济+航空座椅+季报增长行业原因：上周五SpaceX在纳斯达克正式上市，首日大涨超19%，市值突破2万亿美元。中信证券指出，SpaceX上市可能重塑全球商业航天板块估值体系。公司原因： 1、据2026年4月29日年报，公司利用车辆及航空座椅制造经验布局低空产业，已与峰飞、沃飞长空、高域等低空龙头企业建立深度合作，向其提供座椅样件并配合适航取证，公司自主研发的eVTOL某型号座椅已通过中国飞机强度研究所的垂直及水平动态冲击摸底试验考核。 2、据2026年4月29日年报，公司控股子公司英国Acro是波音和空客的线装机及翻新机座椅全球供应商之一，拥有EASA和FAA适航证，其碳纤维复合材料航空座椅技术具备国际领先的竞争优势。 3、据2026年4月29日公告，公司2026年一季度实现营收7.80亿元，同比增长44.71%。	1、公司官微介绍，上海研发部展示了飞行汽车座椅的技术和方案，介绍了座椅的技术特点、轻量化设计和舒适性方案在飞行汽车中的应用； 2、国内第一家内资民营乘用车座椅上市公司，在铝合金骨架汽车座椅和重卡气囊减振座椅上掌握关键技术	2026-03-03\|10.92\|-5.37\|11.60\|11.62\|10.90\|102452;2026-03-04\|10.83\|-0.82\|10.58\|10.94\|10.58\|77646;2026-03-05\|10.99\|1.48\|11.06\|11.18\|10.92\|70852;2026-03-06\|11.33\|3.09\|10.89\|11.50\|10.89\|98834;2026-03-09\|11.13\|-1.77\|11.24\|11.24\|10.96\|85100;2026-03-10\|11.69\|5.03\|11.24\|11.74\|11.22\|93499;2026-03-11\|11.60\|-0.77\|11.73\|11.86\|11.52\|75615;2026-03-12\|11.31\|-2.50\|11.59\|11.60\|11.29\|51887;2026-03-13\|11.19\|-1.06\|11.25\|11.42\|11.13\|47410;2026-03-16\|11.13\|-0.54\|11.16\|11.23\|10.98\|73533;2026-03-17\|11.00\|-1.17\|11.18\|11.26\|10.97\|54307;2026-03-18\|11.42\|3.82\|10.95\|11.47\|10.95\|61173;2026-03-19\|11.15\|-2.36\|11.20\|11.55\|11.08\|67464;2026-03-20\|10.72\|-3.86\|11.15\|11.31\|10.71\|61154;2026-03-23\|10.12\|-5.60\|10.46\|10.72\|10.02\|79416;2026-03-24\|10.43\|3.06\|10.30\|10.46\|10.11\|51055;2026-03-25\|10.54\|1.05\|10.50\|10.65\|10.48\|48453;2026-03-26\|10.42\|-1.14\|10.57\|10.65\|10.36\|31232;2026-03-27\|10.51\|0.86\|10.30\|10.56\|10.30\|35132;2026-03-30\|10.76\|2.38\|10.50\|10.79\|10.41\|47573;2026-03-31\|10.80\|0.37\|10.76\|11.13\|10.70\|57321;2026-04-01\|11.26\|4.26\|11.00\|11.38\|10.99\|107144;2026-04-02\|10.97\|-2.58\|11.20\|11.26\|10.87\|63904;2026-04-03\|10.89\|-0.73\|11.02\|11.07\|10.74\|52692;2026-04-07\|10.77\|-1.10\|10.96\|10.96\|10.68\|42909;2026-04-08\|11.15\|3.53\|10.92\|11.22\|10.78\|54291;2026-04-09\|11.04\|-0.99\|11.11\|11.11\|10.97\|36533;2026-04-10\|11.10\|0.54\|11.04\|11.25\|11.03\|48868;2026-04-13\|11.01\|-0.81\|11.05\|11.20\|10.95\|40062;2026-04-14\|11.21\|1.82\|11.00\|11.22\|10.94\|59854;2026-04-15\|11.53\|2.85\|11.23\|11.64\|11.14\|120176;2026-04-16\|11.57\|0.35\|11.53\|11.66\|11.40\|81964;2026-04-17\|11.87\|2.59\|11.57\|11.98\|11.45\|113122;2026-04-20\|12.02\|1.26\|11.80\|12.07\|11.76\|93393;2026-04-21\|11.98\|-0.33\|12.02\|12.16\|11.86\|74423;2026-04-22\|11.91\|-0.58\|11.91\|12.03\|11.87\|61112;2026-04-23\|11.79\|-1.01\|11.98\|11.98\|11.70\|62037;2026-04-24\|11.65\|-1.19\|11.78\|11.85\|11.43\|95062;2026-04-27\|11.97\|2.75\|11.60\|12.10\|11.35\|134831;2026-04-28\|12.00\|0.25\|11.99\|12.24\|11.85\|147262;2026-04-29\|12.00\|0.00\|11.90\|12.06\|11.66\|130185;2026-04-30\|12.28\|2.33\|12.02\|12.33\|12.01\|134400;2026-05-06\|12.67\|3.18\|12.39\|12.83\|12.30\|177682;2026-05-07\|13.28\|4.81\|12.69\|13.33\|12.55\|163923;2026-05-08\|13.56\|2.11\|13.17\|13.66\|13.15\|197292;2026-05-11\|14.25\|5.09\|13.66\|14.37\|13.50\|216633;2026-05-12\|14.12\|-0.91\|14.22\|14.29\|13.94\|144018;2026-05-13\|13.87\|-1.77\|14.10\|14.10\|13.70\|142396;2026-05-14\|14.31\|3.17\|13.93\|14.52\|13.71\|187479;2026-05-15\|14.03\|-1.96\|14.31\|14.37\|13.92\|130863;2026-05-18\|13.96\|-0.50\|14.10\|14.10\|13.75\|91286;2026-05-19\|13.66\|-2.15\|13.97\|13.98\|13.55\|87332;2026-05-20\|14.31\|4.76\|13.52\|14.44\|13.52\|136548;2026-05-21\|14.32\|0.07\|14.54\|14.90\|14.22\|136390;2026-05-22\|14.43\|0.77\|14.36\|14.73\|14.27\|115689;2026-05-25\|14.02\|-2.84\|14.43\|14.47\|13.90\|100838;2026-05-26\|13.98\|-0.29\|14.02\|14.30\|13.68\|81321;2026-05-27\|14.10\|0.86\|13.90\|14.18\|13.62\|93755;2026-05-28\|13.82\|-1.99\|13.96\|14.40\|13.64\|111152;2026-05-29\|13.37\|-3.26\|13.88\|14.03\|13.22\|110223;2026-06-01\|13.38\|0.07\|13.51\|13.66\|13.05\|76593;2026-06-02\|13.29\|-0.67\|13.31\|13.53\|12.85\|95368;2026-06-03\|13.00\|-2.18\|13.28\|13.48\|12.82\|106048;2026-06-04\|12.38\|-4.77\|13.07\|13.07\|12.33\|97981;2026-06-05\|12.50\|0.97\|12.37\|12.61\|11.97\|108072;2026-06-08\|12.21\|-2.32\|12.02\|12.69\|12.02\|90014;2026-06-09\|11.82\|-3.19\|12.31\|12.37\|11.78\|73034;2026-06-10\|11.42\|-3.38\|11.68\|11.88\|11.17\|97388;2026-06-11\|11.43\|0.09\|11.22\|11.95\|10.84\|150617;2026-06-12\|11.74\|2.71\|11.66\|12.23\|11.51\|115462;2026-06-15\|12.91\|9.97\|11.88\|12.91\|11.75\|116150;2026-06-16\|12.29\|-4.80\|13.18\|13.30\|12.24\|193620;2026-06-17\|12.47\|1.46\|12.24\|12.62\|12.14\|137642;2026-06-18\|11.85\|-4.97\|12.58\|12.58\|11.76\|104519;2026-06-22\|11.35\|-4.22\|11.89\|11.89\|11.03\|123118;2026-06-23\|11.23\|-1.06\|11.21\|11.68\|11.19\|72818;2026-06-24\|11.06\|-1.51\|11.22\|11.35\|10.93\|71758;2026-06-25\|10.91\|-1.36\|11.05\|11.33\|10.85\|82522;2026-06-26\|10.55\|-3.30\|10.80\|10.90\|10.51\|68583;2026-06-29\|10.55\|0.00\|10.60\|10.70\|10.22\|101563;2026-06-30\|10.87\|3.03\|10.55\|10.95\|10.35\|85319;2026-07-01\|10.99\|1.10\|10.85\|11.21\|10.67\|74802;2026-07-02\|11.13\|1.27\|10.89\|11.60\|10.87\|82156;2026-07-03\|11.22\|0.81\|11.21\|11.43\|10.98\|54049;2026-07-06\|11.02\|-1.78\|11.27\|11.44\|11.00\|56160;2026-07-07\|10.79\|-2.09\|11.03\|11.13\|10.69\|43794;2026-07-08\|10.69\|-0.93\|10.66\|10.87\|10.48\|60683;2026-07-09\|10.79\|0.94\|10.63\|10.87\|10.41\|49468;2026-07-10\|10.96\|1.58\|10.77\|11.22\|10.57\|69229
114779		债务和解+新能源汽车+海外布局 1、据2026年6月13日公告，公司就涉案金额1.750亿元的诉讼达成债务和解，现任控股股东已按协议约定向相关方支付全部资金。 2、据2026年4月29日年报，2026年公司将重点推进A0级纯电动车型开发，同步启动B级纯电平台预研，构建新能源产品平台，并计划年内实现首款车型下线。 3、据2026年4月29日年报，公司明确“海外优先”战略，重点布局非洲、东南亚、中南美等发展中国家市场，以样车导入快速开拓海外销售渠道。	汽车整车制造企业，拥有众泰、江南、君马等自主品牌；25年大幅减亏	2026-03-03\|2.78\|-7.02\|2.98\|2.99\|2.75\|1551432;2026-03-04\|2.73\|-1.80\|2.71\|2.79\|2.61\|897090;2026-03-05\|2.74\|0.37\|2.78\|2.81\|2.73\|892675;2026-03-06\|2.84\|3.65\|2.71\|2.89\|2.68\|1087334;2026-03-09\|2.77\|-2.46\|2.88\|2.88\|2.71\|1005957;2026-03-10\|2.74\|-1.08\|2.79\|2.83\|2.72\|682079;2026-03-11\|2.73\|-0.36\|2.74\|2.75\|2.68\|847140;2026-03-12\|2.69\|-1.47\|2.72\|2.78\|2.66\|1248183;2026-03-13\|2.68\|-0.37\|2.67\|2.73\|2.63\|880517;2026-03-16\|2.72\|1.49\|2.67\|2.72\|2.65\|854898;2026-03-17\|2.74\|0.74\|2.73\|2.86\|2.71\|1751220;2026-03-18\|2.66\|-2.92\|2.70\|2.72\|2.60\|1239152;2026-03-19\|2.67\|0.38\|2.72\|2.78\|2.66\|1573187;2026-03-20\|2.49\|-6.74\|2.65\|2.66\|2.47\|1606382;2026-03-23\|2.33\|-6.43\|2.46\|2.49\|2.32\|1642438;2026-03-24\|2.39\|2.58\|2.38\|2.40\|2.27\|1449955;2026-03-25\|2.47\|3.35\|2.40\|2.47\|2.37\|1016454;2026-03-26\|2.41\|-2.43\|2.46\|2.50\|2.40\|824409;2026-03-27\|2.45\|1.66\|2.38\|2.48\|2.36\|777806;2026-03-30\|2.40\|-2.04\|2.41\|2.44\|2.35\|769740;2026-03-31\|2.38\|-0.83\|2.38\|2.48\|2.38\|1041410;2026-04-01\|2.35\|-1.26\|2.42\|2.43\|2.32\|1033301;2026-04-02\|2.18\|-7.23\|2.36\|2.36\|2.15\|2194626;2026-04-03\|2.07\|-5.05\|2.18\|2.19\|2.06\|1254381;2026-04-07\|2.10\|1.45\|2.08\|2.10\|2.00\|1309613;2026-04-08\|2.23\|6.19\|2.15\|2.23\|2.15\|1439530;2026-04-09\|2.16\|-3.14\|2.20\|2.23\|2.14\|1128682;2026-04-10\|2.18\|0.93\|2.17\|2.21\|2.16\|905031;2026-04-13\|2.18\|0.00\|2.15\|2.21\|2.11\|1169477;2026-04-14\|2.16\|-0.92\|2.19\|2.20\|2.11\|1126472;2026-04-15\|2.08\|-3.70\|2.18\|2.19\|2.07\|1211375;2026-04-16\|2.08\|0.00\|2.09\|2.10\|2.05\|1134988;2026-04-17\|2.09\|0.48\|2.08\|2.10\|2.00\|1352583;2026-04-20\|2.16\|3.35\|2.08\|2.28\|2.04\|3069612;2026-04-21\|2.38\|10.19\|2.16\|2.38\|2.14\|2050443;2026-04-22\|2.39\|0.42\|2.40\|2.55\|2.38\|4749480;2026-04-23\|2.20\|-7.95\|2.38\|2.40\|2.18\|3321790;2026-04-24\|2.10\|-4.55\|2.22\|2.24\|2.10\|1775189;2026-04-27\|2.12\|0.95\|2.10\|2.16\|2.06\|1599384;2026-04-28\|2.08\|-1.89\|2.09\|2.15\|2.07\|1243650;2026-04-29\|2.29\|10.10\|2.16\|2.29\|2.16\|1537096;2026-04-30\|2.52\|10.04\|2.32\|2.52\|2.30\|3067758;2026-05-06\|2.52\|0.00\|2.55\|2.71\|2.49\|4367027;2026-05-07\|2.63\|4.37\|2.55\|2.73\|2.52\|3049039;2026-05-08\|2.64\|0.38\|2.59\|2.72\|2.56\|2246195;2026-05-11\|2.77\|4.92\|2.64\|2.90\|2.63\|4650299;2026-05-12\|2.74\|-1.08\|2.68\|2.80\|2.61\|2985782;2026-05-13\|2.77\|1.09\|2.75\|2.79\|2.67\|2033721;2026-05-14\|2.73\|-1.44\|2.77\|2.82\|2.72\|1978114;2026-05-15\|2.67\|-2.20\|2.72\|2.77\|2.66\|1861353;2026-05-18\|2.59\|-3.00\|2.66\|2.66\|2.56\|1687604;2026-05-19\|2.65\|2.32\|2.62\|2.67\|2.59\|1552554;2026-05-20\|2.59\|-2.26\|2.66\|2.67\|2.56\|1287447;2026-05-21\|2.44\|-5.79\|2.59\|2.63\|2.41\|1983118;2026-05-22\|2.58\|5.74\|2.44\|2.65\|2.38\|2323673;2026-05-25\|2.84\|10.08\|2.59\|2.84\|2.57\|1663420;2026-05-26\|2.83\|-0.35\|2.89\|2.99\|2.81\|3904905;2026-05-27\|2.71\|-4.24\|2.84\|2.87\|2.67\|2116483;2026-05-28\|2.75\|1.48\|2.70\|2.81\|2.65\|2021702;2026-05-29\|2.69\|-2.18\|2.74\|2.87\|2.66\|1965611;2026-06-01\|2.70\|0.37\|2.68\|2.76\|2.61\|1477800;2026-06-02\|2.63\|-2.59\|2.68\|2.69\|2.57\|1288976;2026-06-03\|2.59\|-1.52\|2.62\|2.65\|2.55\|1085331;2026-06-04\|2.60\|0.39\|2.57\|2.65\|2.53\|1080671;2026-06-05\|2.54\|-2.31\|2.60\|2.62\|2.47\|1354280;2026-06-08\|2.43\|-4.33\|2.45\|2.58\|2.38\|1559365;2026-06-09\|2.50\|2.88\|2.47\|2.52\|2.38\|1371893;2026-06-10\|2.30\|-8.00\|2.47\|2.47\|2.26\|1900402;2026-06-11\|2.28\|-0.87\|2.26\|2.31\|2.25\|981187;2026-06-12\|2.17\|-4.82\|2.35\|2.46\|2.15\|1985148;2026-06-15\|2.39\|10.14\|2.21\|2.39\|2.21\|997939;2026-06-16\|2.30\|-3.77\|2.39\|2.43\|2.25\|1770947;2026-06-17\|2.26\|-1.74\|2.30\|2.35\|2.25\|1318804;2026-06-18\|2.22\|-1.77\|2.28\|2.29\|2.21\|980706;2026-06-22\|2.19\|-1.35\|2.25\|2.27\|2.13\|1149137;2026-06-23\|2.17\|-0.91\|2.17\|2.23\|2.14\|1045036;2026-06-24\|2.10\|-3.23\|2.16\|2.18\|2.04\|1538751;2026-06-25\|2.03\|-3.33\|2.09\|2.11\|2.01\|1337073;2026-06-26\|2.02\|-0.49\|2.03\|2.07\|2.00\|1034294;2026-06-29\|1.97\|-2.48\|2.00\|2.01\|1.90\|1323421;2026-06-30\|1.97\|0.00\|2.04\|2.06\|1.93\|1206356;2026-07-01\|2.00\|1.52\|1.95\|2.03\|1.93\|1145988;2026-07-02\|2.00\|0.00\|1.99\|2.09\|1.97\|1453039;2026-07-03\|2.01\|0.50\|2.00\|2.02\|1.97\|1070018;2026-07-06\|1.92\|-4.48\|2.02\|2.03\|1.91\|1252446;2026-07-07\|1.80\|-6.25\|1.91\|1.92\|1.77\|1347498;2026-07-08\|1.74\|-3.33\|1.80\|1.83\|1.74\|1146293;2026-07-09\|1.71\|-1.72\|1.74\|1.75\|1.67\|1473388;2026-07-10\|1.78\|4.09\|1.70\|1.84\|1.67\|1813045
114778		新能源重卡+甲醇电动+一季报扭亏 1、据2026年4月28日机构调研，2026年一季度公司累计销售新能源中重卡3,694辆，同比上涨104.65%，实现营收20.09亿元，同比增长52.17%；归母净利润2,714.45万元，同比增长130.84%，扣非净利润实现扭亏为盈。 2、据2026年6月12日互动易及2025年年报，公司主营业务聚焦“甲醇电动+纯电动”技术路线，已于2025年12月31日起全面停止国内传统燃油车生产与销售，专注于新能源与清洁能源领域。	公司5月新能源中重卡销量同比增长逾两成	2026-03-03\|5.42\|-4.24\|5.69\|5.71\|5.39\|383858;2026-03-04\|5.37\|-0.92\|5.31\|5.45\|5.29\|186572;2026-03-05\|5.48\|2.05\|5.45\|5.51\|5.45\|182310;2026-03-06\|5.50\|0.36\|5.45\|5.50\|5.42\|127168;2026-03-09\|5.42\|-1.45\|5.47\|5.48\|5.32\|199297;2026-03-10\|5.50\|1.48\|5.45\|5.50\|5.45\|132181;2026-03-11\|5.47\|-0.55\|5.50\|5.50\|5.43\|141386;2026-03-12\|5.69\|4.02\|5.47\|5.82\|5.44\|548985;2026-03-13\|5.62\|-1.23\|5.64\|5.71\|5.61\|209710;2026-03-16\|5.63\|0.18\|5.60\|5.63\|5.56\|107898;2026-03-17\|5.57\|-1.07\|5.68\|5.80\|5.56\|197559;2026-03-18\|5.53\|-0.72\|5.54\|5.56\|5.44\|163364;2026-03-19\|5.38\|-2.71\|5.49\|5.49\|5.37\|137063;2026-03-20\|5.25\|-2.42\|5.43\|5.43\|5.25\|139129;2026-03-23\|4.91\|-6.48\|5.14\|5.15\|4.87\|298945;2026-03-24\|5.05\|2.85\|4.97\|5.06\|4.91\|191667;2026-03-25\|5.14\|1.78\|5.06\|5.17\|5.05\|166832;2026-03-26\|5.08\|-1.17\|5.15\|5.28\|5.07\|173320;2026-03-27\|5.09\|0.20\|4.99\|5.11\|4.97\|143176;2026-03-30\|5.09\|0.00\|5.06\|5.10\|4.98\|126037;2026-03-31\|5.06\|-0.59\|5.09\|5.18\|5.06\|127099;2026-04-01\|5.12\|1.19\|5.15\|5.25\|5.08\|154834;2026-04-02\|5.02\|-1.95\|5.11\|5.13\|4.99\|130406;2026-04-03\|4.85\|-3.39\|5.02\|5.05\|4.84\|156862;2026-04-07\|4.87\|0.41\|4.85\|4.91\|4.81\|101946;2026-04-08\|5.09\|4.52\|4.95\|5.09\|4.92\|208709;2026-04-09\|4.97\|-2.36\|5.05\|5.06\|4.96\|141587;2026-04-10\|5.06\|1.81\|4.97\|5.08\|4.97\|140462;2026-04-13\|5.08\|0.40\|5.02\|5.14\|5.01\|131359;2026-04-14\|5.19\|2.17\|5.08\|5.22\|5.08\|248444;2026-04-15\|5.22\|0.58\|5.19\|5.28\|5.14\|229850;2026-04-16\|5.21\|-0.19\|5.21\|5.24\|5.19\|142752;2026-04-17\|5.22\|0.19\|5.20\|5.25\|5.17\|144727;2026-04-20\|5.29\|1.34\|5.22\|5.29\|5.20\|195122;2026-04-21\|5.26\|-0.57\|5.28\|5.31\|5.25\|150281;2026-04-22\|5.20\|-1.14\|5.27\|5.28\|5.19\|136095;2026-04-23\|5.16\|-0.77\|5.23\|5.23\|5.14\|171496;2026-04-24\|5.21\|0.97\|5.14\|5.23\|5.08\|165836;2026-04-27\|5.24\|0.58\|5.19\|5.25\|5.11\|210849;2026-04-28\|5.32\|1.53\|5.34\|5.39\|5.27\|327238;2026-04-29\|5.28\|-0.75\|5.28\|5.34\|5.27\|280479;2026-04-30\|5.37\|1.70\|5.30\|5.40\|5.24\|302741;2026-05-06\|5.36\|-0.19\|5.38\|5.42\|5.33\|227594;2026-05-07\|5.30\|-1.12\|5.35\|5.38\|5.27\|275275;2026-05-08\|5.29\|-0.19\|5.29\|5.32\|5.25\|163810;2026-05-11\|5.24\|-0.95\|5.33\|5.34\|5.17\|269582;2026-05-12\|5.11\|-2.48\|5.22\|5.24\|5.09\|281214;2026-05-13\|5.15\|0.78\|5.10\|5.18\|5.06\|182424;2026-05-14\|4.98\|-3.30\|5.15\|5.16\|4.98\|237613;2026-05-15\|4.93\|-1.00\|4.97\|5.02\|4.89\|209500;2026-05-18\|4.86\|-1.42\|4.93\|4.93\|4.77\|276152;2026-05-19\|4.76\|-2.06\|4.86\|4.88\|4.69\|235128;2026-05-20\|4.68\|-1.68\|4.75\|4.75\|4.62\|222165;2026-05-21\|4.61\|-1.50\|4.66\|4.78\|4.59\|216787;2026-05-22\|4.66\|1.08\|4.60\|4.70\|4.54\|221254;2026-05-25\|4.51\|-3.22\|4.66\|4.68\|4.48\|224104;2026-05-26\|4.43\|-1.77\|4.50\|4.53\|4.38\|210432;2026-05-27\|4.30\|-2.93\|4.41\|4.47\|4.27\|273667;2026-05-28\|4.30\|0.00\|4.30\|4.37\|4.21\|213490;2026-05-29\|4.26\|-0.93\|4.27\|4.32\|4.23\|167143;2026-06-01\|4.35\|2.11\|4.25\|4.35\|4.22\|184837;2026-06-02\|4.27\|-1.84\|4.36\|4.37\|4.22\|155576;2026-06-03\|4.21\|-1.41\|4.26\|4.27\|4.18\|140020;2026-06-04\|4.14\|-1.66\|4.18\|4.27\|4.11\|185503;2026-06-05\|4.17\|0.72\|4.13\|4.22\|4.09\|186614;2026-06-08\|4.05\|-2.88\|4.11\|4.19\|3.99\|224856;2026-06-09\|4.06\|0.25\|4.05\|4.08\|3.98\|151855;2026-06-10\|3.96\|-2.46\|4.04\|4.05\|3.92\|185878;2026-06-11\|3.86\|-2.53\|3.93\|3.96\|3.80\|179360;2026-06-12\|3.94\|2.07\|3.87\|3.96\|3.85\|211598;2026-06-15\|4.33\|9.90\|4.24\|4.33\|4.19\|147804;2026-06-16\|4.23\|-2.31\|4.34\|4.45\|4.17\|642855;2026-06-17\|4.09\|-3.31\|4.22\|4.25\|4.06\|436435;2026-06-18\|3.98\|-2.69\|4.12\|4.15\|3.94\|325898;2026-06-22\|3.89\|-2.26\|3.96\|3.96\|3.75\|324676;2026-06-23\|3.93\|1.03\|3.90\|4.03\|3.87\|305308;2026-06-24\|3.74\|-4.83\|3.90\|3.94\|3.70\|333594;2026-06-25\|3.73\|-0.27\|3.70\|3.78\|3.66\|205975;2026-06-26\|3.66\|-1.88\|3.70\|3.70\|3.60\|215390;2026-06-29\|3.64\|-0.55\|3.61\|3.68\|3.50\|230257;2026-06-30\|3.69\|1.37\|3.62\|3.70\|3.59\|204412;2026-07-01\|3.80\|2.98\|3.68\|3.84\|3.67\|265939;2026-07-02\|3.78\|-0.53\|3.75\|3.92\|3.75\|217254;2026-07-03\|3.91\|3.44\|3.80\|3.94\|3.78\|298048;2026-07-06\|3.98\|1.79\|3.95\|4.06\|3.89\|407083;2026-07-07\|3.84\|-3.52\|3.98\|4.07\|3.83\|245354;2026-07-08\|3.81\|-0.78\|3.83\|3.85\|3.75\|183884;2026-07-09\|3.82\|0.26\|3.78\|3.85\|3.67\|245433;2026-07-10\|3.98\|4.19\|3.82\|4.06\|3.77\|399206
114777	5月上交所新增开户数同比回升	涨停揭秘：指南针子公司网信证券完成更名麦高证券，牌照价值重估叠加金融IT自主可控逻辑强化，市场给予估值溢价；涨停缘由：麦高证券更名落地，牌照稀缺性凸显；公司金融信息服务市占率稳居前三，2026年Q1B端客户数同比增长28%；AI投顾系统接入多家中小券商；资金逻辑：小市值金融科技标的，涨停前获融资客加仓超1.4亿元，游资与量化资金共振，换手率升至24.6%；风险提示：证券子公司盈利能力尚未完全释放，短期业绩贡献有限，估值提升依赖持续事件催化	国内经营经验丰富的金融信息服务提供商之一，子公司网信证券名称将变更为麦高证券	2026-03-03\|113.03\|-1.28\|114.50\|118.49\|112.77\|251798;2026-03-04\|111.98\|-0.93\|111.53\|114.95\|111.11\|146906;2026-03-05\|110.75\|-1.10\|113.90\|114.20\|109.60\|176852;2026-03-06\|112.38\|1.55\|110.19\|114.18\|109.88\|159646;2026-03-09\|108.82\|-3.17\|109.01\|109.66\|107.15\|174079;2026-03-10\|108.04\|-0.72\|110.00\|111.33\|107.38\|172946;2026-03-11\|108.40\|0.33\|108.07\|109.79\|107.70\|135071;2026-03-12\|106.58\|-1.68\|107.63\|108.86\|105.86\|128070;2026-03-13\|103.27\|-3.11\|106.00\|106.50\|103.23\|139820;2026-03-16\|104.94\|1.62\|103.27\|105.20\|102.10\|134029;2026-03-17\|106.57\|1.55\|105.01\|110.89\|104.66\|294186;2026-03-18\|106.00\|-0.53\|106.83\|106.99\|104.80\|144852;2026-03-19\|104.96\|-0.98\|104.88\|106.83\|104.42\|145231;2026-03-20\|101.40\|-3.39\|105.63\|105.96\|101.35\|160684;2026-03-23\|99.96\|-1.42\|99.99\|103.00\|99.20\|212748;2026-03-24\|99.69\|-0.27\|101.85\|102.35\|97.50\|190655;2026-03-25\|100.96\|1.27\|99.39\|102.55\|99.25\|173692;2026-03-26\|97.03\|-3.89\|100.71\|100.99\|96.87\|154997;2026-03-27\|98.40\|1.41\|96.74\|99.78\|96.45\|132386;2026-03-30\|98.90\|0.51\|97.01\|99.77\|97.01\|104031;2026-03-31\|97.28\|-1.64\|98.87\|101.75\|97.18\|126968;2026-04-01\|100.25\|3.05\|99.12\|101.60\|99.12\|176309;2026-04-02\|98.00\|-2.24\|99.62\|100.40\|97.32\|108887;2026-04-03\|94.80\|-3.27\|98.20\|99.00\|94.78\|140564;2026-04-07\|95.56\|0.80\|95.00\|96.30\|94.28\|94184;2026-04-08\|102.95\|7.73\|98.10\|103.60\|98.10\|281788;2026-04-09\|98.65\|-4.18\|100.80\|100.82\|98.61\|161840;2026-04-10\|101.68\|3.07\|100.30\|106.00\|100.07\|338549;2026-04-13\|102.66\|0.96\|101.03\|104.53\|99.84\|224708;2026-04-14\|103.85\|1.16\|103.78\|104.28\|101.66\|202563;2026-04-15\|101.32\|-2.44\|104.50\|104.88\|100.88\|159013;2026-04-16\|99.82\|-1.48\|100.10\|101.14\|97.57\|214195;2026-04-17\|99.54\|-0.28\|99.17\|100.28\|97.69\|190714;2026-04-20\|100.83\|1.30\|99.55\|102.19\|99.31\|171721;2026-04-21\|98.97\|-1.84\|100.20\|100.20\|97.82\|143394;2026-04-22\|100.96\|2.01\|98.50\|101.40\|97.80\|170183;2026-04-23\|98.17\|-2.76\|100.72\|100.72\|97.12\|169889;2026-04-24\|96.06\|-2.15\|98.63\|98.68\|95.50\|133373;2026-04-27\|96.85\|0.82\|96.51\|99.14\|96.50\|130220;2026-04-28\|96.02\|-0.86\|96.05\|98.30\|95.50\|138662;2026-04-29\|97.34\|1.37\|95.54\|97.82\|95.48\|136245;2026-04-30\|98.39\|1.08\|96.88\|100.99\|96.69\|188395;2026-05-06\|103.00\|4.69\|98.81\|105.33\|98.81\|325251;2026-05-07\|104.00\|0.97\|104.20\|105.81\|102.50\|198052;2026-05-08\|103.11\|-0.86\|103.02\|103.88\|101.75\|147400;2026-05-11\|108.54\|5.27\|103.50\|109.87\|103.21\|417744;2026-05-12\|107.06\|-1.36\|108.00\|109.19\|106.20\|237554;2026-05-13\|106.90\|-0.15\|106.47\|107.00\|103.73\|203469;2026-05-14\|101.71\|-4.86\|106.90\|107.81\|101.71\|216343;2026-05-15\|99.46\|-2.21\|101.72\|103.94\|98.78\|230218;2026-05-18\|100.62\|1.17\|99.00\|102.38\|98.61\|175733;2026-05-19\|100.89\|0.27\|101.01\|101.40\|97.88\|180400;2026-05-20\|100.11\|-0.77\|100.60\|101.35\|99.12\|129929;2026-05-21\|101.73\|1.62\|100.80\|109.30\|100.80\|471253;2026-05-22\|98.19\|-3.48\|101.78\|102.68\|96.66\|321048;2026-05-25\|99.84\|1.68\|98.80\|103.18\|98.03\|219754;2026-05-26\|100.81\|0.97\|98.58\|101.68\|97.28\|238101;2026-05-27\|97.14\|-3.64\|99.65\|101.50\|96.82\|206623;2026-05-28\|95.44\|-1.75\|96.40\|96.49\|92.31\|238325;2026-05-29\|91.85\|-3.76\|95.46\|97.27\|91.35\|214160;2026-06-01\|91.13\|-0.78\|91.30\|93.98\|90.65\|190982;2026-06-02\|89.69\|-1.58\|91.00\|91.30\|87.52\|186783;2026-06-03\|88.95\|-0.83\|88.91\|92.22\|87.67\|207229;2026-06-04\|87.51\|-1.62\|88.57\|89.60\|87.02\|137231;2026-06-05\|83.98\|-4.03\|87.87\|87.98\|83.88\|182600;2026-06-08\|80.68\|-3.93\|81.63\|84.88\|80.00\|178067;2026-06-09\|83.08\|2.97\|81.09\|83.20\|80.02\|173951;2026-06-10\|80.35\|-3.29\|82.28\|82.77\|79.60\|152523;2026-06-11\|78.37\|-2.46\|80.01\|80.89\|77.70\|143480;2026-06-12\|86.20\|9.99\|79.85\|87.88\|78.97\|427027;2026-06-15\|93.20\|8.12\|86.70\|96.77\|85.60\|475409;2026-06-16\|96.50\|3.54\|93.20\|99.28\|91.95\|375837;2026-06-17\|97.79\|1.34\|96.00\|98.42\|95.46\|273868;2026-06-18\|95.76\|-2.08\|97.70\|98.71\|95.00\|228795;2026-06-22\|105.60\|10.28\|95.04\|106.24\|93.56\|640050;2026-06-23\|103.60\|-1.89\|104.00\|107.80\|102.80\|455519;2026-06-24\|98.02\|-5.39\|102.00\|103.18\|97.39\|326882;2026-06-25\|102.05\|4.11\|98.00\|105.27\|96.36\|405393;2026-06-26\|94.79\|-7.11\|102.73\|103.00\|94.59\|303780;2026-06-29\|90.97\|-4.03\|94.97\|96.02\|90.51\|268725;2026-06-30\|91.67\|0.77\|91.69\|92.25\|89.45\|212688;2026-07-01\|96.42\|5.18\|91.00\|99.50\|90.15\|439280;2026-07-02\|88.99\|-7.71\|94.98\|97.47\|88.69\|315584;2026-07-03\|87.54\|-1.63\|89.93\|90.87\|87.54\|198211;2026-07-06\|85.00\|-2.90\|88.92\|89.57\|84.88\|173049;2026-07-07\|82.49\|-2.95\|84.50\|85.18\|82.00\|140140;2026-07-08\|79.97\|-3.05\|82.21\|82.99\|79.88\|173396;2026-07-09\|83.78\|4.76\|80.11\|83.86\|79.80\|224165;2026-07-10\|81.31\|-2.95\|83.00\|84.19\|81.27\|185518
114776	5月上交所新增开户数同比回升	AI智算+互联网保险+国企 1、据2026年5月15日机构调研，公司表示算力业务是新业务方向之一，目前在业务上有一些小的突破；据2025年4月18日年报，公司以5G消息为方向，融合AI、大数据等技术打造产品体系。 2、据2025年4月18日年报，公司保险产品服务业务定位为聚焦生态的风险解决方案提供商，将深耕场景化保险，并加大长期护理险、年金险等高价值险种布局。 3、据公司2025年4月18日年报，公司最终控制人为上饶市国有资产监督管理委员会，具备国企背景。	公司主营移动信息服务以及保险产品服务，其中移动信息服务业务包括MAS（移动代理服务器）业务、ICT业务和软件定制业务；公司为中国移动证信通、保信通的运营支撑单位	2026-03-03\|25.18\|-3.82\|26.22\|26.77\|25.03\|75670;2026-03-04\|25.12\|-0.24\|24.91\|25.59\|24.70\|41803;2026-03-05\|25.28\|0.64\|25.70\|25.83\|24.97\|41729;2026-03-06\|26.20\|3.64\|25.20\|26.29\|25.14\|63047;2026-03-09\|25.82\|-1.45\|25.27\|25.99\|25.19\|46664;2026-03-10\|25.93\|0.43\|26.08\|26.30\|25.68\|40180;2026-03-11\|25.53\|-1.54\|25.80\|26.14\|25.48\|38238;2026-03-12\|25.39\|-0.55\|25.28\|25.75\|25.25\|33349;2026-03-13\|24.47\|-3.62\|25.24\|25.30\|24.29\|53150;2026-03-16\|23.27\|-4.90\|23.34\|23.45\|22.42\|92644;2026-03-17\|23.33\|0.26\|23.23\|24.07\|23.09\|55993;2026-03-18\|23.41\|0.34\|23.44\|23.53\|23.01\|41346;2026-03-19\|23.06\|-1.50\|23.30\|23.66\|23.02\|37949;2026-03-20\|21.62\|-6.24\|23.20\|23.30\|21.61\|64889;2026-03-23\|20.80\|-3.79\|21.08\|21.76\|20.77\|66417;2026-03-24\|21.40\|2.88\|21.20\|21.55\|20.79\|46901;2026-03-25\|21.70\|1.40\|21.46\|21.90\|21.40\|41708;2026-03-26\|20.73\|-4.47\|21.60\|21.70\|20.68\|42656;2026-03-27\|21.00\|1.30\|20.50\|21.26\|20.11\|34880;2026-03-30\|20.78\|-1.05\|20.66\|20.96\|20.38\|29755;2026-03-31\|20.47\|-1.49\|20.90\|21.32\|20.41\|31730;2026-04-01\|20.87\|1.95\|20.92\|21.01\|20.58\|28444;2026-04-02\|20.11\|-3.64\|20.78\|20.78\|19.97\|34442;2026-04-03\|19.49\|-3.08\|20.34\|20.40\|19.45\|33458;2026-04-07\|20.08\|3.03\|19.67\|20.13\|19.57\|32551;2026-04-08\|21.46\|6.87\|20.99\|21.49\|20.50\|68469;2026-04-09\|20.72\|-3.45\|21.00\|21.20\|20.67\|40502;2026-04-10\|21.16\|2.12\|20.91\|21.84\|20.85\|57390;2026-04-13\|21.03\|-0.61\|20.86\|21.25\|20.63\|38838;2026-04-14\|21.21\|0.86\|21.42\|21.50\|20.89\|35803;2026-04-15\|20.81\|-1.89\|21.22\|21.63\|20.76\|30124;2026-04-16\|21.29\|2.31\|20.82\|21.40\|20.77\|39040;2026-04-17\|21.20\|-0.42\|21.18\|21.42\|20.80\|36834;2026-04-20\|21.37\|0.80\|21.18\|21.49\|20.99\|30519;2026-04-21\|21.03\|-1.59\|21.30\|21.37\|20.80\|29628;2026-04-22\|21.19\|0.76\|21.03\|21.50\|21.03\|40135;2026-04-23\|20.75\|-2.08\|21.12\|21.20\|20.60\|34954;2026-04-24\|20.91\|0.77\|20.73\|21.09\|20.42\|38028;2026-04-27\|21.63\|3.44\|20.98\|21.66\|20.86\|61385;2026-04-28\|21.36\|-1.25\|21.54\|21.78\|21.25\|44771;2026-04-29\|21.68\|1.50\|21.10\|21.80\|21.10\|41883;2026-04-30\|22.03\|1.61\|21.89\|22.65\|21.68\|60932;2026-05-06\|22.48\|2.04\|21.98\|22.75\|21.97\|66286;2026-05-07\|22.64\|0.71\|22.30\|22.84\|22.25\|54477;2026-05-08\|22.95\|1.37\|22.42\|23.14\|22.42\|53937;2026-05-11\|23.64\|3.01\|22.95\|24.01\|22.93\|73085;2026-05-12\|23.20\|-1.86\|23.44\|23.76\|23.06\|48273;2026-05-13\|23.09\|-0.47\|23.00\|23.25\|22.90\|38167;2026-05-14\|22.47\|-2.69\|23.13\|23.27\|22.47\|41696;2026-05-15\|22.35\|-0.53\|22.47\|22.90\|22.17\|40316;2026-05-18\|22.26\|-0.40\|22.16\|22.51\|22.10\|29399;2026-05-19\|22.70\|1.98\|22.28\|22.88\|22.22\|39066;2026-05-20\|22.18\|-2.29\|22.59\|22.60\|22.01\|35973;2026-05-21\|21.68\|-2.25\|22.22\|23.79\|21.68\|79137;2026-05-22\|21.90\|1.01\|21.85\|22.05\|21.45\|48271;2026-05-25\|22.16\|1.19\|21.90\|22.89\|21.81\|38934;2026-05-26\|22.19\|0.14\|22.00\|23.16\|21.56\|65795;2026-05-27\|21.27\|-4.15\|22.14\|22.63\|21.15\|55332;2026-05-28\|21.20\|-0.33\|21.35\|21.50\|20.59\|49522;2026-05-29\|20.17\|-4.86\|21.30\|22.06\|20.10\|49357;2026-06-01\|20.64\|2.33\|20.28\|21.08\|19.99\|49983;2026-06-02\|20.01\|-3.05\|20.69\|20.98\|19.61\|46338;2026-06-03\|19.58\|-2.15\|20.12\|20.18\|19.49\|42589;2026-06-04\|19.02\|-2.86\|19.57\|19.74\|18.81\|31773;2026-06-05\|19.13\|0.84\|19.00\|19.64\|18.60\|52823;2026-06-08\|18.50\|-3.29\|18.51\|19.14\|18.20\|41687;2026-06-09\|18.66\|0.86\|18.69\|18.90\|18.35\|28936;2026-06-10\|18.01\|-3.48\|18.45\|18.64\|17.75\|36352;2026-06-11\|17.33\|-3.78\|17.70\|17.99\|17.05\|36686;2026-06-12\|18.23\|5.19\|17.69\|18.85\|17.50\|78406;2026-06-15\|20.47\|12.29\|18.38\|21.88\|18.25\|212507;2026-06-16\|19.98\|-2.39\|20.30\|20.31\|19.46\|139322;2026-06-17\|19.57\|-2.05\|19.87\|20.15\|19.52\|69929;2026-06-18\|19.01\|-2.86\|19.43\|19.70\|18.84\|61018;2026-06-22\|21.25\|11.78\|18.82\|21.27\|18.55\|162920;2026-06-23\|21.03\|-1.04\|21.18\|22.52\|20.97\|156584;2026-06-24\|20.35\|-3.23\|20.77\|21.16\|20.07\|88032;2026-06-25\|20.26\|-0.44\|20.23\|21.21\|20.02\|104409;2026-06-26\|18.97\|-6.37\|20.18\|20.40\|18.95\|82246;2026-06-29\|18.72\|-1.32\|18.97\|19.27\|18.25\|62066;2026-06-30\|19.08\|1.92\|18.80\|19.30\|18.57\|53196;2026-07-01\|20.58\|7.86\|19.07\|21.17\|18.80\|111247;2026-07-02\|19.47\|-5.39\|20.30\|20.81\|19.42\|77529;2026-07-03\|19.84\|1.90\|20.01\|21.25\|19.67\|101135;2026-07-06\|19.09\|-3.78\|19.63\|20.08\|18.96\|67479;2026-07-07\|18.53\|-2.93\|19.00\|19.15\|18.45\|47486;2026-07-08\|17.99\|-2.91\|18.53\|18.69\|17.98\|41206;2026-07-09\|17.79\|-1.11\|17.90\|18.19\|17.15\|50346;2026-07-10\|18.25\|2.59\|17.80\|18.48\|17.16\|59854
114775	5月上交所新增开户数同比回升	拟赴港上市+期货+CTA资管+一季报倍增行业原因： 1、美伊确认达成协议令全球风险偏好大幅提振，金融板块情绪受到显著带动。 2、6月12日，上海市政府举行市政府新闻发布会，介绍2026陆家嘴论坛将于2026年6月17日至18日召开。公司原因： 1、据2026年6月11日公告，公司董事会审议通过发行H股股票并在香港联交所主板上市的议案，旨在提高资本实力和综合竞争力；据东吴证券2026年6月12日研报，若成功上市将成为国内第三家A+H上市期货公司，进一步增强资本实力与品牌影响力。 2、据2025年年报及2026年5月15日机构调研，公司是全国仅有的两家拥有公募基金管理子公司的期货公司之一，资管业务专注于CTA策略，旗下“瑞智无忧”等产品系列形成市场影响力，期货及衍生品类管理规模行业前列。 3、据2026年4月28日披露的一季报，公司2026年一季度实现营收3.98亿元，同比增长108.42%，归母净利润2.04亿元，同比增长151.19%。	福建省首家获得金融期货经纪业务资格的期货公司	2026-03-03\|25.40\|-1.51\|25.77\|26.43\|25.25\|145946;2026-03-04\|24.91\|-1.93\|24.96\|25.50\|24.76\|94173;2026-03-05\|24.71\|-0.80\|25.36\|25.74\|24.56\|87863;2026-03-06\|27.18\|10.00\|25.31\|27.18\|24.90\|255150;2026-03-09\|26.79\|-1.43\|26.70\|27.10\|26.20\|243724;2026-03-10\|26.80\|0.04\|26.96\|27.18\|26.62\|152482;2026-03-11\|26.91\|0.41\|26.86\|27.30\|26.73\|201523;2026-03-12\|27.52\|2.27\|26.83\|27.94\|26.61\|287603;2026-03-13\|26.10\|-5.16\|27.04\|27.10\|25.58\|212229;2026-03-16\|26.05\|-0.19\|26.03\|26.55\|25.80\|96496;2026-03-17\|26.35\|1.15\|25.96\|27.36\|25.47\|195281;2026-03-18\|26.18\|-0.65\|26.55\|26.70\|25.71\|118583;2026-03-19\|26.69\|1.95\|25.57\|27.20\|25.30\|182854;2026-03-20\|27.02\|1.24\|26.56\|27.85\|26.01\|232180;2026-03-23\|26.98\|-0.15\|26.27\|27.69\|26.15\|258306;2026-03-24\|26.78\|-0.74\|26.98\|27.38\|26.15\|180832;2026-03-25\|25.58\|-4.48\|26.50\|26.52\|25.09\|191224;2026-03-26\|23.02\|-10.01\|25.21\|25.33\|23.02\|204577;2026-03-27\|22.54\|-2.09\|22.27\|22.74\|22.03\|138499;2026-03-30\|22.21\|-1.46\|22.03\|22.48\|21.65\|110205;2026-03-31\|22.46\|1.13\|22.22\|22.74\|22.04\|93385;2026-04-01\|22.28\|-0.80\|22.91\|23.00\|22.11\|95968;2026-04-02\|21.40\|-3.95\|22.21\|22.23\|21.35\|92923;2026-04-03\|21.13\|-1.26\|21.71\|21.84\|21.13\|71656;2026-04-07\|21.27\|0.66\|21.40\|21.55\|21.04\|63792;2026-04-08\|22.22\|4.47\|21.59\|22.25\|21.59\|101309;2026-04-09\|21.93\|-1.31\|21.91\|22.13\|21.84\|55991;2026-04-10\|22.48\|2.51\|22.21\|23.20\|22.18\|135885;2026-04-13\|22.60\|0.53\|22.46\|22.70\|22.25\|91882;2026-04-14\|22.89\|1.28\|22.68\|22.93\|22.53\|100263;2026-04-15\|23.10\|0.92\|23.04\|23.40\|22.82\|106596;2026-04-16\|23.85\|3.25\|23.10\|24.76\|23.10\|138010;2026-04-17\|23.96\|0.46\|23.80\|24.18\|23.52\|79528;2026-04-20\|24.43\|1.96\|25.00\|25.00\|23.74\|138452;2026-04-21\|24.68\|1.02\|24.46\|24.88\|24.33\|109377;2026-04-22\|25.04\|1.46\|24.53\|25.13\|24.53\|87036;2026-04-23\|24.32\|-2.88\|24.98\|24.98\|24.12\|101788;2026-04-24\|24.32\|0.00\|24.33\|24.53\|24.15\|72214;2026-04-27\|24.58\|1.07\|24.30\|24.94\|24.19\|75290;2026-04-28\|24.50\|-0.33\|24.61\|24.79\|24.30\|79770;2026-04-29\|24.72\|0.90\|24.34\|24.85\|24.33\|72559;2026-04-30\|24.76\|0.16\|24.80\|25.09\|24.60\|58309;2026-05-06\|25.17\|1.66\|24.77\|25.25\|24.51\|96443;2026-05-07\|25.73\|2.22\|25.20\|25.83\|25.20\|92069;2026-05-08\|25.84\|0.43\|25.53\|26.24\|25.51\|77486;2026-05-11\|26.10\|1.01\|25.90\|26.26\|25.51\|74774;2026-05-12\|25.28\|-3.14\|26.07\|26.07\|25.18\|75241;2026-05-13\|26.17\|3.52\|25.28\|26.29\|25.21\|144379;2026-05-14\|26.02\|-0.57\|26.15\|27.21\|25.90\|179916;2026-05-15\|24.95\|-4.11\|25.81\|26.03\|24.52\|125408;2026-05-18\|24.77\|-0.72\|24.63\|25.37\|24.60\|77462;2026-05-19\|24.58\|-0.77\|24.77\|25.05\|24.05\|84532;2026-05-20\|24.09\|-1.07\|24.30\|24.49\|23.94\|67376;2026-05-21\|23.18\|-3.78\|24.08\|24.66\|23.13\|83067;2026-05-22\|23.19\|0.04\|23.24\|23.38\|23.01\|55979;2026-05-25\|23.36\|0.73\|23.24\|23.96\|23.11\|55465;2026-05-26\|22.94\|-1.80\|23.20\|23.22\|22.50\|58697;2026-05-27\|22.17\|-3.36\|22.83\|23.12\|22.00\|55468;2026-05-28\|21.78\|-1.76\|22.07\|22.22\|21.43\|51141;2026-05-29\|22.08\|1.38\|21.89\|23.05\|21.78\|91271;2026-06-01\|21.70\|-1.72\|21.95\|22.17\|21.58\|66991;2026-06-02\|21.13\|-2.63\|21.63\|21.83\|20.93\|77342;2026-06-03\|20.75\|-1.80\|21.13\|21.59\|20.62\|81100;2026-06-04\|19.85\|-4.34\|20.61\|20.62\|19.60\|105521;2026-06-05\|19.74\|-0.55\|19.93\|20.42\|19.65\|85791;2026-06-08\|18.98\|-3.85\|19.30\|19.70\|18.80\|69870;2026-06-09\|18.95\|-0.16\|19.16\|19.19\|18.80\|42827;2026-06-10\|18.66\|-1.53\|18.81\|19.05\|18.40\|66773;2026-06-11\|18.45\|-1.13\|18.69\|19.09\|18.29\|58957;2026-06-12\|19.51\|5.75\|18.70\|20.08\|18.61\|115597;2026-06-15\|21.46\|9.99\|19.79\|21.46\|19.79\|89043;2026-06-16\|21.09\|-1.72\|21.44\|21.70\|21.03\|164596;2026-06-17\|20.82\|-1.28\|21.29\|21.35\|20.62\|105940;2026-06-18\|20.38\|-2.11\|20.96\|20.97\|20.23\|77129;2026-06-22\|21.80\|6.97\|20.21\|21.80\|19.97\|157783;2026-06-23\|21.50\|-1.38\|21.60\|22.10\|21.35\|115330;2026-06-24\|20.96\|-2.51\|21.38\|21.65\|20.84\|70132;2026-06-25\|21.14\|0.86\|20.96\|21.54\|20.67\|106435;2026-06-26\|19.87\|-6.01\|20.82\|20.98\|19.87\|80327;2026-06-29\|19.72\|-0.75\|19.83\|20.09\|19.61\|62641;2026-06-30\|19.58\|-0.71\|19.85\|20.05\|19.47\|69788;2026-07-01\|20.55\|4.95\|19.61\|20.88\|19.48\|100050;2026-07-02\|19.78\|-3.75\|20.53\|20.70\|19.70\|76703;2026-07-03\|20.29\|2.58\|20.06\|20.67\|19.92\|70909;2026-07-06\|20.10\|-0.94\|20.39\|20.60\|20.02\|59843;2026-07-07\|19.37\|-3.63\|20.20\|20.20\|19.27\|53261;2026-07-08\|19.11\|-1.34\|19.50\|19.63\|19.09\|47216;2026-07-09\|19.04\|-0.37\|19.12\|19.30\|18.53\|56742;2026-07-10\|18.98\|-0.32\|19.01\|19.34\|18.64\|50228
114774	5月上交所新增开户数同比回升	期货+境外清算+财富管理+“A+H” 行业原因： 1、美伊确认达成协议令全球风险偏好大幅提振，金融板块情绪受到显著带动。 2、6月12日，上海市政府举行市政府新闻发布会，介绍2026陆家嘴论坛将于2026年6月17日至18日召开。公司原因： 1、据2026年5月23日南华期货官微，公司境外子公司横华国际已取得郑商所境外中介机构资质，全面承接PX、瓶片、短纤等聚酯产业链国际化品种境外交易者通道业务。 2、据2026年4月11日公司业绩说明会及2026年3月28日年报，公司境外子公司横华国际已取得19个全球主流交易所会员资格及15个清算席位，为“走出去”中资企业提供跨境风险管理服务；公司业务涵盖期货经纪、风险管理、财富管理、境外金融服务四大板块，形成境内境外、场内场外一体化综合金融服务平台。 3、据2026年4月14日可转债募集说明书，公司拥有公募基金、资产管理及证券投资基金销售等金融牌照，南华基金为国内首家由期货公司全资控股的公募基金管理公司。 4、据2026年3月28日年报及2025年9月2日募集说明书，公司为“A+H”上市期货公司，控股股东为横店集团控股有限公司。	国内最有竞争力的期货公司之一	2026-03-03\|21.16\|0.76\|21.07\|22.10\|20.76\|337098;2026-03-04\|21.62\|2.17\|20.88\|22.20\|20.55\|249841;2026-03-05\|21.70\|0.37\|22.01\|22.45\|21.38\|208625;2026-03-06\|22.31\|2.81\|21.78\|22.77\|21.76\|175648;2026-03-09\|21.93\|-1.70\|21.82\|22.31\|21.63\|139346;2026-03-10\|21.35\|-2.64\|21.80\|21.99\|21.27\|122885;2026-03-11\|21.37\|0.09\|21.48\|21.80\|21.12\|88825;2026-03-12\|22.97\|7.49\|21.15\|22.97\|21.15\|230681;2026-03-13\|21.24\|-7.53\|22.32\|22.50\|20.67\|298105;2026-03-16\|20.49\|-3.53\|21.00\|21.20\|20.41\|189850;2026-03-17\|21.83\|6.54\|20.62\|22.54\|20.24\|355378;2026-03-18\|21.25\|-2.66\|21.81\|21.95\|21.14\|219072;2026-03-19\|20.93\|-1.51\|21.10\|21.50\|20.75\|164770;2026-03-20\|19.91\|-4.87\|21.14\|21.19\|19.82\|156962;2026-03-23\|20.50\|2.96\|19.64\|21.03\|19.30\|184750;2026-03-24\|20.34\|-0.78\|20.45\|20.95\|19.88\|146097;2026-03-25\|20.40\|0.29\|20.30\|20.60\|20.00\|96747;2026-03-26\|19.75\|-3.19\|20.40\|20.79\|19.65\|91329;2026-03-27\|19.76\|0.05\|19.39\|19.98\|19.38\|67278;2026-03-30\|20.45\|3.49\|19.68\|21.44\|19.68\|218220;2026-03-31\|19.54\|-4.45\|20.70\|20.73\|19.41\|130902;2026-04-01\|19.90\|1.84\|19.72\|20.13\|19.62\|76863;2026-04-02\|19.02\|-4.42\|19.70\|19.99\|18.85\|80062;2026-04-03\|17.77\|-6.57\|19.39\|19.70\|17.68\|135285;2026-04-07\|17.25\|-2.93\|17.68\|18.15\|17.12\|144795;2026-04-08\|17.82\|3.30\|17.78\|18.16\|17.38\|158707;2026-04-09\|17.55\|-1.52\|17.59\|17.76\|17.43\|73881;2026-04-10\|19.31\|10.03\|17.71\|19.31\|17.70\|108378;2026-04-13\|19.12\|-0.98\|19.50\|19.60\|18.80\|263033;2026-04-14\|19.70\|3.03\|19.50\|20.11\|18.92\|182826;2026-04-15\|19.40\|-1.52\|19.89\|19.90\|19.27\|119965;2026-04-16\|19.90\|2.58\|19.47\|20.02\|19.42\|118633;2026-04-17\|20.18\|1.41\|19.72\|20.33\|19.65\|115488;2026-04-20\|20.39\|1.04\|20.30\|20.54\|20.02\|95988;2026-04-21\|20.48\|0.44\|20.60\|21.00\|20.12\|159383;2026-04-22\|21.29\|3.96\|20.98\|21.44\|20.47\|141805;2026-04-23\|20.66\|-2.96\|21.00\|21.11\|20.20\|112066;2026-04-24\|20.33\|-1.60\|20.54\|20.59\|20.19\|71054;2026-04-27\|20.69\|1.77\|20.37\|21.13\|20.21\|93604;2026-04-28\|20.51\|-0.87\|20.72\|20.88\|20.33\|68128;2026-04-29\|20.71\|0.98\|20.36\|20.85\|20.36\|53606;2026-04-30\|20.95\|1.16\|20.86\|21.09\|20.65\|73156;2026-05-06\|21.08\|0.62\|21.08\|21.28\|20.62\|94625;2026-05-07\|21.27\|0.90\|21.12\|21.29\|20.88\|66929;2026-05-08\|21.74\|2.21\|21.08\|21.98\|21.05\|103063;2026-05-11\|21.94\|0.92\|21.56\|22.06\|21.23\|108442;2026-05-12\|21.40\|-2.46\|21.85\|22.09\|21.15\|85490;2026-05-13\|23.54\|10.00\|21.50\|23.54\|21.50\|280114;2026-05-14\|25.89\|9.98\|24.63\|25.89\|23.75\|443536;2026-05-15\|23.30\|-10.00\|25.15\|25.98\|23.30\|240673;2026-05-18\|23.66\|1.55\|22.45\|24.74\|22.45\|399061;2026-05-19\|23.33\|-1.39\|23.78\|24.61\|22.75\|297652;2026-05-20\|22.86\|-2.01\|23.30\|23.66\|22.75\|179919;2026-05-21\|22.04\|-3.59\|22.86\|23.95\|21.90\|222029;2026-05-22\|21.58\|-2.09\|22.05\|22.44\|21.43\|170566;2026-05-25\|22.59\|4.68\|21.88\|23.51\|21.88\|168703;2026-05-26\|22.25\|-1.51\|22.27\|22.73\|21.89\|122069;2026-05-27\|21.04\|-5.44\|22.03\|22.03\|20.88\|147071;2026-05-28\|20.66\|-1.81\|21.08\|21.27\|20.26\|100258;2026-05-29\|22.00\|6.49\|21.41\|22.73\|21.40\|271805;2026-06-01\|21.80\|-0.91\|21.82\|22.90\|21.21\|280293;2026-06-02\|21.48\|-1.47\|22.08\|22.89\|21.18\|247433;2026-06-03\|20.26\|-5.68\|21.11\|21.45\|20.06\|236024;2026-06-04\|19.24\|-5.03\|19.95\|20.17\|19.08\|147250;2026-06-05\|18.84\|-2.08\|19.24\|19.53\|18.74\|117988;2026-06-08\|18.14\|-3.72\|18.23\|18.95\|17.96\|115040;2026-06-09\|18.00\|-0.77\|18.27\|18.28\|17.84\|83203;2026-06-10\|18.19\|1.06\|17.87\|18.24\|17.74\|115291;2026-06-11\|18.07\|-0.66\|18.10\|18.81\|17.90\|123333;2026-06-12\|19.12\|5.81\|18.33\|19.42\|18.00\|179817;2026-06-15\|21.03\|9.99\|19.00\|21.03\|18.92\|112193;2026-06-16\|21.65\|2.95\|21.00\|22.20\|20.91\|329336;2026-06-17\|20.77\|-4.06\|21.66\|22.17\|20.53\|207859;2026-06-18\|20.22\|-2.65\|20.97\|20.99\|20.21\|105298;2026-06-22\|21.88\|8.21\|20.20\|21.88\|19.63\|258116;2026-06-23\|21.17\|-3.25\|21.50\|21.91\|21.02\|183523;2026-06-24\|20.72\|-2.13\|21.01\|21.30\|20.34\|129350;2026-06-25\|20.39\|-1.59\|20.52\|20.93\|20.02\|177179;2026-06-26\|18.50\|-9.27\|20.17\|20.35\|18.43\|188014;2026-06-29\|18.34\|-0.86\|18.50\|18.83\|18.23\|146084;2026-06-30\|18.15\|-1.04\|18.38\|18.52\|18.09\|112843;2026-07-01\|19.30\|6.34\|18.16\|19.73\|17.92\|186575;2026-07-02\|18.40\|-4.66\|19.16\|19.58\|18.35\|133804;2026-07-03\|18.70\|1.63\|18.65\|18.91\|18.50\|107161;2026-07-06\|18.41\|-1.55\|18.80\|18.92\|18.31\|88157;2026-07-07\|17.43\|-5.32\|18.44\|18.50\|17.35\|107836;2026-07-08\|17.20\|-1.32\|17.78\|17.88\|17.13\|106016;2026-07-09\|17.06\|-0.81\|17.18\|17.31\|16.50\|106078;2026-07-10\|17.04\|-0.12\|16.96\|17.37\|16.70\|87043
114773	5月上交所新增开户数同比回升	证券+中国银行背景+期货+业绩增长行业原因： 1、6月12日，上海市政府举行市政府新闻发布会，介绍2026陆家嘴论坛将于2026年6月17日至18日召开。 2、据华西证券6月14日研报，当前券商板块估值处于历史低位，当下是中长期布局证券板块的重要窗口期，静待板块政策与基本面共振。公司原因： 1、据2026年6月9日互动易，公司第一大股东为中银国际控股有限公司，其为中国银行全资子公司，公司将积极发挥股东优势、深化业务协同。 2、据2025年年报，公司资管业务综合实力居行业领军梯队，通过全资子公司中银期货开展期货业务；2026年将积极布局人工智能等核心赛道，推动AI与财富管理全链条深度融合。 3、据2026年6月9日互动易，公司2026年一季度实现营业收入9.21亿元，同比增长22.57%，归母净利润3.62亿元，同比增长28.94%。	依托中国银行资源的综合性券商，公司第一大股东是中银国际控股有限公司，总部位于香港	2026-03-03\|13.53\|-3.63\|14.04\|14.14\|13.48\|618474;2026-03-04\|13.38\|-1.11\|13.40\|13.60\|13.31\|365540;2026-03-05\|13.36\|-0.15\|13.60\|13.85\|13.34\|333189;2026-03-06\|13.75\|2.92\|13.31\|13.80\|13.28\|418910;2026-03-09\|13.36\|-2.84\|13.50\|13.53\|13.28\|421544;2026-03-10\|13.57\|1.57\|13.47\|13.66\|13.43\|299675;2026-03-11\|13.75\|1.33\|13.54\|13.89\|13.50\|446176;2026-03-12\|14.19\|3.20\|13.70\|14.33\|13.69\|983024;2026-03-13\|13.59\|-4.23\|14.11\|14.17\|13.57\|717895;2026-03-16\|13.37\|-1.62\|13.54\|13.55\|13.26\|446996;2026-03-17\|13.29\|-0.60\|13.39\|13.64\|13.26\|536009;2026-03-18\|13.19\|-0.75\|13.26\|13.29\|13.10\|315338;2026-03-19\|13.06\|-0.99\|13.06\|13.23\|13.01\|345757;2026-03-20\|12.71\|-2.68\|13.10\|13.15\|12.71\|378507;2026-03-23\|12.13\|-4.56\|12.49\|12.64\|12.02\|428903;2026-03-24\|12.27\|1.15\|12.30\|12.35\|12.05\|291056;2026-03-25\|12.39\|0.98\|12.24\|12.51\|12.23\|284507;2026-03-26\|12.17\|-1.78\|12.38\|12.39\|12.12\|219073;2026-03-27\|12.29\|0.99\|12.05\|12.35\|12.04\|190889;2026-03-30\|12.32\|0.24\|12.11\|12.33\|12.04\|212142;2026-03-31\|12.21\|-0.89\|12.33\|12.44\|12.21\|189343;2026-04-01\|12.37\|1.31\|12.36\|12.40\|12.25\|204420;2026-04-02\|12.14\|-1.86\|12.30\|12.33\|12.08\|184779;2026-04-03\|11.96\|-1.48\|12.16\|12.24\|11.96\|176638;2026-04-07\|12.11\|1.25\|11.96\|12.12\|11.96\|137627;2026-04-08\|12.49\|3.14\|12.35\|12.56\|12.29\|387180;2026-04-09\|12.18\|-2.48\|12.36\|12.36\|12.17\|228439;2026-04-10\|12.80\|5.09\|12.34\|12.93\|12.33\|849361;2026-04-13\|12.62\|-1.41\|12.50\|12.73\|12.46\|471971;2026-04-14\|12.59\|-0.24\|12.70\|12.74\|12.42\|360540;2026-04-15\|12.49\|-0.79\|12.66\|12.67\|12.44\|240168;2026-04-16\|12.50\|0.08\|12.52\|12.63\|12.48\|281560;2026-04-17\|12.55\|0.40\|12.49\|12.70\|12.42\|371965;2026-04-20\|12.53\|-0.16\|12.55\|12.60\|12.49\|237109;2026-04-21\|12.36\|-1.36\|12.50\|12.52\|12.28\|255991;2026-04-22\|12.44\|0.65\|12.30\|12.54\|12.24\|292240;2026-04-23\|12.25\|-1.53\|12.42\|12.47\|12.20\|286363;2026-04-24\|12.11\|-1.14\|12.20\|12.29\|12.08\|206448;2026-04-27\|12.22\|0.91\|12.15\|12.38\|12.15\|233487;2026-04-28\|12.19\|-0.25\|12.20\|12.38\|12.14\|273579;2026-04-29\|12.27\|0.66\|12.15\|12.28\|12.15\|243383;2026-04-30\|12.42\|1.22\|12.33\|12.60\|12.32\|378925;2026-05-06\|12.56\|1.13\|12.48\|12.65\|12.43\|398547;2026-05-07\|12.53\|-0.24\|12.62\|12.63\|12.42\|314588;2026-05-08\|12.44\|-0.72\|12.46\|12.60\|12.42\|284148;2026-05-11\|12.63\|1.53\|12.42\|12.70\|12.34\|511903;2026-05-12\|12.70\|0.55\|12.67\|12.88\|12.58\|481869;2026-05-13\|12.68\|-0.16\|12.61\|12.70\|12.52\|324703;2026-05-14\|12.36\|-2.52\|12.68\|12.74\|12.36\|319617;2026-05-15\|11.93\|-3.48\|12.36\|12.40\|11.90\|531598;2026-05-18\|11.94\|0.08\|11.91\|12.00\|11.85\|260340;2026-05-19\|12.06\|1.00\|11.94\|12.10\|11.82\|317661;2026-05-20\|12.06\|0.00\|12.00\|12.36\|11.88\|361191;2026-05-21\|11.98\|-0.66\|12.15\|12.50\|11.98\|655813;2026-05-22\|11.71\|-2.25\|12.04\|12.08\|11.70\|428511;2026-05-25\|11.83\|1.02\|11.70\|11.93\|11.67\|328901;2026-05-26\|11.87\|0.34\|11.78\|12.03\|11.71\|343625;2026-05-27\|11.63\|-2.02\|11.80\|11.99\|11.61\|313700;2026-05-28\|11.44\|-1.63\|11.62\|11.65\|11.27\|309183;2026-05-29\|11.40\|-0.35\|11.49\|11.75\|11.40\|315836;2026-06-01\|11.37\|-0.26\|11.35\|11.47\|11.30\|234696;2026-06-02\|11.26\|-0.97\|11.36\|11.40\|11.17\|270080;2026-06-03\|11.23\|-0.27\|11.22\|11.43\|11.19\|290489;2026-06-04\|11.00\|-2.05\|11.20\|11.28\|10.90\|382771;2026-06-05\|10.83\|-1.55\|10.99\|11.04\|10.82\|283545;2026-06-08\|10.51\|-2.95\|10.61\|10.80\|10.44\|302696;2026-06-09\|10.57\|0.57\|10.58\|10.60\|10.38\|214939;2026-06-10\|10.65\|0.76\|10.50\|10.66\|10.48\|246182;2026-06-11\|10.49\|-1.50\|10.58\|10.69\|10.39\|214948;2026-06-12\|11.54\|10.01\|10.52\|11.54\|10.47\|959659;2026-06-15\|12.69\|9.97\|11.90\|12.69\|11.89\|1324874;2026-06-16\|13.30\|4.81\|12.58\|13.57\|12.56\|2516253;2026-06-17\|13.15\|-1.13\|13.35\|13.44\|13.00\|1319666;2026-06-18\|12.75\|-3.04\|13.05\|13.10\|12.69\|1012084;2026-06-22\|13.48\|5.73\|12.70\|13.50\|12.60\|1881724;2026-06-23\|13.14\|-2.52\|13.14\|13.47\|13.02\|1323516;2026-06-24\|12.90\|-1.83\|12.95\|13.33\|12.77\|893626;2026-06-25\|13.18\|2.17\|12.75\|13.39\|12.69\|1331545;2026-06-26\|12.38\|-6.07\|12.96\|13.40\|12.36\|1056594;2026-06-29\|12.43\|0.40\|12.50\|12.74\|12.23\|698528;2026-06-30\|12.65\|1.77\|12.33\|13.11\|12.30\|751641;2026-07-01\|13.16\|4.03\|12.70\|13.34\|12.50\|1191672;2026-07-02\|12.61\|-4.18\|13.03\|13.17\|12.57\|825945;2026-07-03\|12.65\|0.32\|12.76\|12.92\|12.49\|590509;2026-07-06\|12.43\|-1.74\|12.80\|12.90\|12.36\|613001;2026-07-07\|11.81\|-4.99\|12.42\|12.46\|11.80\|584207;2026-07-08\|11.60\|-1.78\|11.82\|12.02\|11.58\|502751;2026-07-09\|11.96\|3.10\|11.63\|12.03\|11.47\|553711;2026-07-10\|11.80\|-1.34\|11.88\|12.14\|11.69\|479019
114772	AI数据中心液冷渗透率将提升至40%	液冷服务器+谷歌合作+英伟达产业链行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年4月21日年报，公司作为全链条液冷开创者，率先推出Coolinside全链条液冷解决方案，实现从冷板、CDU到冷源等“端到端”产品覆盖及“厂到场”交付，并展出了为Google定制开发的Deschutes 5的CDU产品。 2、据2026年4月21日投资者关系活动记录表，公司UQD和MQD产品已列入英伟达MGX生态合作伙伴，其冷板、快接头等产品已获主流算力芯片厂商及头部设备制造商认可并规模采购。 3、据2025年年度报告，公司2026年将发挥液冷技术“全链条、全场景、全生命周期”优势，持续拓展海外AI液冷算力市场，积极展开与全产业链主流客户的合作，实现业务规模落地。	公司液冷服务器管路产品已达V0级标准，并成功取得美国UL认证，为英伟达数据中心部件提供商之一	2026-03-03\|102.40\|-7.79\|111.66\|111.80\|102.14\|518034;2026-03-04\|102.48\|0.08\|101.14\|105.49\|100.68\|283674;2026-03-05\|102.10\|-0.37\|104.55\|105.33\|100.53\|350792;2026-03-06\|101.30\|-0.78\|100.88\|103.26\|100.88\|239704;2026-03-09\|97.00\|-4.24\|98.50\|98.74\|93.00\|410048;2026-03-10\|99.20\|2.27\|99.90\|100.99\|98.49\|369976;2026-03-11\|100.21\|1.02\|99.60\|102.84\|98.60\|387836;2026-03-12\|97.97\|-2.24\|100.70\|101.83\|97.22\|282610;2026-03-13\|97.22\|-0.77\|96.00\|98.70\|96.00\|224015;2026-03-16\|105.08\|8.08\|98.38\|105.50\|96.50\|635011;2026-03-17\|101.28\|-3.62\|107.00\|107.50\|100.00\|483651;2026-03-18\|106.68\|5.33\|102.31\|107.33\|101.40\|596461;2026-03-19\|104.07\|-2.45\|103.00\|106.48\|103.00\|363878;2026-03-20\|105.00\|0.89\|105.00\|108.46\|103.00\|496953;2026-03-23\|98.00\|-6.67\|100.66\|102.40\|97.60\|437379;2026-03-24\|98.40\|0.41\|99.00\|99.50\|95.50\|283828;2026-03-25\|98.50\|0.10\|99.51\|101.20\|98.00\|323763;2026-03-26\|95.51\|-3.04\|97.52\|97.65\|95.07\|281134;2026-03-27\|93.13\|-2.49\|93.00\|94.29\|90.88\|402133;2026-03-30\|89.77\|-3.61\|90.00\|90.83\|88.01\|368093;2026-03-31\|84.35\|-6.04\|88.89\|89.50\|83.80\|518033;2026-04-01\|87.18\|3.36\|86.90\|87.40\|85.31\|343814;2026-04-02\|82.77\|-5.06\|86.08\|86.63\|82.50\|340067;2026-04-03\|83.63\|1.04\|84.01\|85.49\|82.80\|281810;2026-04-07\|84.84\|1.45\|84.01\|86.35\|83.71\|263604;2026-04-08\|91.50\|7.85\|88.88\|91.77\|87.95\|443835;2026-04-09\|93.09\|1.74\|90.00\|94.88\|89.51\|421797;2026-04-10\|99.05\|6.40\|94.95\|102.40\|94.65\|759554;2026-04-13\|102.86\|3.85\|99.06\|103.30\|99.05\|610063;2026-04-14\|109.79\|6.74\|103.16\|111.70\|101.51\|657688;2026-04-15\|105.31\|-4.08\|110.01\|110.09\|104.36\|590692;2026-04-16\|106.18\|0.83\|106.90\|106.91\|104.20\|366240;2026-04-17\|110.67\|4.23\|105.68\|112.63\|104.41\|575430;2026-04-20\|121.08\|9.41\|113.20\|121.74\|111.68\|847987;2026-04-21\|108.97\|-10.00\|108.97\|108.97\|108.97\|59793;2026-04-22\|104.20\|-4.38\|98.07\|108.97\|98.07\|1594477;2026-04-23\|100.68\|-3.38\|100.00\|103.00\|99.29\|935120;2026-04-24\|95.21\|-5.43\|99.14\|99.97\|94.00\|690246;2026-04-27\|96.00\|0.83\|94.21\|97.94\|94.16\|431158;2026-04-28\|92.84\|-3.29\|95.80\|96.99\|92.16\|349188;2026-04-29\|94.50\|1.79\|92.27\|95.80\|92.27\|297154;2026-04-30\|94.60\|0.11\|95.02\|96.38\|93.06\|292123;2026-05-06\|97.77\|3.35\|96.03\|100.40\|95.80\|509090;2026-05-07\|102.53\|4.87\|98.50\|103.50\|97.01\|587315;2026-05-08\|102.28\|-0.24\|101.00\|104.32\|99.01\|445573;2026-05-11\|102.16\|-0.12\|102.40\|103.00\|97.29\|599579;2026-05-12\|99.99\|-2.12\|102.16\|102.60\|99.58\|443211;2026-05-13\|106.38\|6.39\|99.00\|107.20\|97.80\|693245;2026-05-14\|102.20\|-3.93\|108.90\|111.29\|102.19\|540480;2026-05-15\|100.49\|-1.67\|104.00\|105.00\|99.63\|436866;2026-05-18\|102.12\|1.62\|100.51\|104.86\|99.11\|400614;2026-05-19\|102.40\|0.27\|101.01\|103.46\|97.00\|475088;2026-05-20\|108.41\|5.87\|101.00\|110.48\|99.00\|705894;2026-05-21\|100.53\|-7.27\|108.40\|109.45\|100.33\|670459;2026-05-22\|104.94\|4.39\|102.44\|106.35\|100.77\|401763;2026-05-25\|106.10\|1.11\|106.33\|106.33\|103.00\|411091;2026-05-26\|98.57\|-7.10\|106.00\|106.00\|96.35\|796747;2026-05-27\|95.02\|-3.60\|97.50\|99.34\|94.11\|475454;2026-05-28\|97.52\|2.63\|95.02\|97.78\|93.50\|406566;2026-05-29\|91.00\|-6.69\|97.52\|97.77\|88.02\|647705;2026-06-01\|66.06\|-5.45\|68.51\|70.59\|65.66\|653410;2026-06-02\|67.49\|2.16\|66.30\|68.00\|64.40\|514809;2026-06-03\|68.32\|1.23\|67.50\|70.92\|67.28\|652871;2026-06-04\|69.22\|1.32\|67.49\|69.89\|67.18\|475321;2026-06-05\|65.90\|-4.80\|68.60\|68.60\|65.58\|468850;2026-06-08\|63.38\|-3.82\|62.40\|65.80\|62.20\|402509;2026-06-09\|69.72\|10.00\|64.00\|69.72\|63.55\|678232;2026-06-10\|68.90\|-1.18\|70.88\|72.69\|68.25\|715816;2026-06-11\|67.14\|-2.55\|68.90\|69.50\|66.21\|386019;2026-06-12\|66.08\|-1.58\|68.50\|70.00\|66.08\|597179;2026-06-15\|70.53\|6.73\|67.30\|70.68\|66.27\|541686;2026-06-16\|73.19\|3.77\|70.56\|75.14\|70.41\|706865;2026-06-17\|74.62\|1.95\|72.00\|75.48\|72.00\|562031;2026-06-18\|74.37\|-0.34\|75.03\|76.13\|73.54\|553636;2026-06-22\|77.30\|3.94\|74.55\|77.50\|72.80\|861948;2026-06-23\|81.48\|5.41\|85.03\|85.03\|79.00\|1358566;2026-06-24\|82.86\|1.69\|79.00\|83.56\|76.88\|1052507;2026-06-25\|86.99\|4.98\|85.00\|89.69\|84.10\|1030943;2026-06-26\|82.57\|-5.08\|84.39\|85.58\|81.00\|760726;2026-06-29\|76.70\|-7.11\|80.91\|82.82\|75.20\|712064;2026-06-30\|79.56\|3.73\|75.68\|80.68\|74.49\|605399;2026-07-01\|74.73\|-6.07\|79.56\|80.49\|74.00\|633253;2026-07-02\|71.40\|-4.46\|72.00\|75.27\|69.80\|524778;2026-07-03\|71.43\|0.04\|71.38\|74.41\|70.50\|432840;2026-07-06\|74.06\|3.68\|71.01\|76.99\|71.00\|651907;2026-07-07\|71.29\|-3.74\|72.00\|76.88\|71.05\|505101;2026-07-08\|72.12\|1.16\|72.00\|74.79\|70.50\|544177;2026-07-09\|75.87\|5.20\|73.44\|76.55\|68.24\|745033;2026-07-10\|73.54\|-3.07\|74.87\|78.50\|73.38\|720017
114771	AI数据中心液冷渗透率将提升至40%	液冷服务器+业绩预增+北美算力行业原因： 1、2月25日美股盘后，英伟达公布最新单季营收达680亿美元并给出强劲指引，英伟达CEO黄仁勋在电话会上表示，代理AI已达到拐点，算力直接转化为收入。 2、集邦咨询预计2025年AI数据中心液冷渗透率由14%跃升至33%，GB200机柜放量带来规模化拐点。公司原因： 1、据2026年2月11日互动易，公司数据中心液冷业务已批量供货东南亚等海外市场，美国子公司正推进北美算力客户项目落地。 2、据2026年1月28日公告，公司预计2025年净利润2350–3050万元，同比增长146.7%–160.61%，主因大功率电力电子热管理产品收入及毛利率双升。 3、据2025年8月23日半年报，公司高功率密度装置热管理业务含数据中心液冷、储能液冷上半年收入1.37亿元，占营收32.78%，产品PUE≤1.1并已向阿里、腾讯、万国数据等批量供货。	公司为字节跳动公司提供的12U浸没液冷模组，是业内首款一体式浸没液冷产品	2026-03-03\|36.90\|-5.63\|39.52\|40.26\|36.70\|586748;2026-03-04\|37.36\|1.25\|36.13\|38.45\|36.13\|379398;2026-03-05\|38.66\|3.48\|38.03\|40.26\|37.76\|641388;2026-03-06\|37.80\|-2.22\|38.50\|39.71\|37.70\|502093;2026-03-09\|37.40\|-1.06\|36.76\|37.50\|34.97\|464688;2026-03-10\|41.79\|11.74\|38.28\|42.17\|38.00\|742310;2026-03-11\|41.99\|0.48\|41.29\|43.50\|40.97\|656717;2026-03-12\|40.02\|-4.69\|41.37\|41.79\|39.41\|414233;2026-03-13\|38.27\|-4.37\|39.77\|40.00\|38.03\|335025;2026-03-16\|39.88\|4.21\|38.28\|40.45\|37.00\|507548;2026-03-17\|36.57\|-8.30\|39.42\|39.68\|36.51\|410955;2026-03-18\|41.40\|13.21\|37.94\|42.30\|37.23\|743769;2026-03-19\|40.50\|-2.17\|40.66\|41.92\|39.68\|510834;2026-03-20\|39.24\|-3.11\|40.47\|41.50\|39.14\|502842;2026-03-23\|36.70\|-6.47\|37.69\|38.94\|36.39\|367407;2026-03-24\|37.93\|3.35\|37.99\|38.35\|36.30\|384476;2026-03-25\|38.49\|1.48\|38.48\|40.30\|37.20\|415218;2026-03-26\|36.56\|-5.01\|38.15\|38.40\|36.40\|318081;2026-03-27\|35.80\|-2.08\|35.48\|36.47\|34.80\|292601;2026-03-30\|36.58\|2.18\|35.00\|37.30\|34.50\|291492;2026-03-31\|35.12\|-3.99\|36.11\|36.98\|34.94\|241450;2026-04-01\|36.33\|3.45\|36.30\|36.85\|35.66\|262958;2026-04-02\|34.21\|-5.84\|36.20\|36.27\|34.03\|243453;2026-04-03\|33.83\|-1.11\|34.50\|35.20\|33.76\|207379;2026-04-07\|33.52\|-0.92\|34.21\|34.84\|33.44\|174510;2026-04-08\|37.40\|11.58\|34.99\|37.56\|34.77\|390252;2026-04-09\|37.63\|0.61\|36.25\|38.01\|36.25\|329410;2026-04-10\|38.60\|2.58\|38.21\|40.22\|38.00\|467149;2026-04-13\|40.44\|4.77\|38.72\|40.91\|38.72\|429342;2026-04-14\|41.90\|3.61\|40.42\|43.26\|40.25\|493132;2026-04-15\|41.08\|-1.96\|41.50\|42.45\|40.80\|383630;2026-04-16\|41.95\|2.12\|40.73\|42.69\|40.68\|307001;2026-04-17\|42.60\|1.55\|41.90\|43.98\|41.49\|411873;2026-04-20\|44.97\|5.56\|43.00\|47.17\|42.75\|552454;2026-04-21\|41.92\|-6.78\|42.00\|43.00\|40.80\|577369;2026-04-22\|44.25\|5.56\|41.53\|45.00\|41.21\|511124;2026-04-23\|42.40\|-4.18\|44.22\|44.22\|42.13\|345368;2026-04-24\|41.00\|-3.30\|41.61\|42.20\|39.61\|366930;2026-04-27\|40.59\|-1.00\|41.83\|41.83\|40.32\|258503;2026-04-28\|39.19\|-3.45\|40.50\|40.71\|39.00\|225102;2026-04-29\|39.00\|-0.48\|38.81\|39.99\|38.68\|222936;2026-04-30\|38.45\|-1.41\|39.07\|39.32\|37.79\|224293;2026-05-06\|40.48\|5.28\|39.88\|41.36\|39.88\|346838;2026-05-07\|44.50\|9.93\|40.62\|45.16\|40.62\|554104;2026-05-08\|43.77\|-1.64\|43.16\|44.28\|42.91\|348389;2026-05-11\|44.37\|1.37\|44.20\|44.98\|43.18\|425801;2026-05-12\|43.74\|-1.42\|45.16\|45.20\|43.14\|313700;2026-05-13\|46.40\|6.08\|42.95\|46.40\|42.65\|566973;2026-05-14\|43.60\|-6.03\|46.40\|46.90\|43.53\|489637;2026-05-15\|43.13\|-1.08\|44.46\|45.35\|42.63\|386754;2026-05-18\|43.98\|1.97\|42.81\|45.08\|42.46\|352045;2026-05-19\|45.91\|4.39\|43.03\|45.94\|42.42\|442413;2026-05-20\|47.53\|3.53\|45.01\|48.04\|44.93\|585160;2026-05-21\|43.14\|-9.24\|47.39\|47.39\|43.00\|552833;2026-05-22\|45.31\|5.03\|43.71\|45.60\|42.85\|365951;2026-05-25\|46.33\|2.25\|45.91\|47.54\|44.89\|449746;2026-05-26\|43.85\|-5.35\|46.40\|46.44\|43.37\|375154;2026-05-27\|40.92\|-6.68\|43.02\|43.58\|40.28\|396970;2026-05-28\|42.01\|2.66\|40.89\|42.58\|40.23\|291627;2026-05-29\|38.20\|-9.07\|42.35\|43.35\|37.70\|401402;2026-06-01\|36.64\|-4.08\|38.60\|38.64\|36.00\|263542;2026-06-02\|36.90\|0.71\|36.52\|37.28\|35.08\|243455;2026-06-03\|37.00\|0.27\|36.70\|38.17\|36.37\|279246;2026-06-04\|38.25\|3.57\|36.42\|38.56\|36.18\|282745;2026-06-05\|36.73\|-3.97\|37.55\|37.93\|35.98\|253918;2026-06-08\|34.00\|-7.43\|35.10\|35.49\|33.56\|249152;2026-06-09\|36.09\|6.15\|34.68\|36.30\|34.10\|252579;2026-06-10\|34.81\|-3.55\|35.74\|35.90\|34.56\|192370;2026-06-11\|34.40\|-1.18\|34.71\|34.98\|33.75\|164650;2026-06-12\|34.16\|-0.70\|35.16\|35.68\|34.07\|170798;2026-06-15\|37.71\|10.39\|34.66\|37.99\|34.66\|278241;2026-06-16\|38.73\|2.70\|37.86\|38.96\|37.41\|261916;2026-06-17\|38.58\|-0.39\|38.36\|39.03\|37.89\|221228;2026-06-18\|38.86\|0.73\|38.68\|39.58\|38.39\|214108;2026-06-22\|38.73\|-0.33\|39.10\|39.55\|37.22\|307564;2026-06-23\|40.94\|5.71\|46.00\|46.46\|40.44\|588026;2026-06-24\|42.47\|3.74\|40.19\|43.90\|38.70\|518358;2026-06-25\|42.86\|0.92\|42.60\|45.19\|42.30\|506840;2026-06-26\|40.16\|-6.30\|42.20\|42.65\|40.04\|373850;2026-06-29\|37.11\|-7.59\|40.25\|40.55\|36.18\|360054;2026-06-30\|38.70\|4.28\|37.77\|39.15\|36.58\|259673;2026-07-01\|37.25\|-3.75\|38.70\|39.70\|37.05\|289632;2026-07-02\|36.15\|-2.95\|36.00\|37.90\|35.46\|246882;2026-07-03\|36.60\|1.24\|36.00\|37.95\|35.71\|241458;2026-07-06\|40.30\|10.11\|36.72\|43.43\|36.68\|599486;2026-07-07\|38.48\|-4.52\|39.90\|41.05\|38.30\|299830;2026-07-08\|37.71\|-2.00\|38.99\|40.10\|37.57\|352788;2026-07-09\|39.09\|3.66\|38.16\|39.50\|36.00\|395267;2026-07-10\|38.60\|-1.25\|38.88\|40.87\|38.30\|386960
114770	AI数据中心液冷渗透率将提升至40%	液冷服务器+数据中心+业绩预增行业原因： 1、英伟达液冷供应商维谛技术在2026年2月11日股价大幅上涨24%，主要受其2025财年第四季度财报超预期以及强劲的业绩指引驱动。 2、西部证券此前指出，随着芯片功率逐渐突破风冷极限，及英伟达/ASIC高功率芯片逐步出货，2026年有望进入液冷产业化放量的关键节点。公司原因： 1、据2025年半年度报告，公司数据服务板块营收同比增长43.77%，与H公司、字节、腾讯、阿里等头部客户合作深化。 2、据2025年9月1日互动易，公司液冷产线7月投产，产能充足，订单已排至2026年。 3、据2026年1月26日业绩预告，预计2025年净利润2.05-2.46亿元，同比增长77.39%-112.87%。	公司数据服务空调主要应用于新基建中的5G建设和大数据中心建设场景，主要客户包括华为、曙光、秦淮数据等	2026-03-03\|98.78\|-9.95\|108.58\|108.59\|98.42\|173673;2026-03-04\|100.66\|1.90\|97.86\|103.72\|97.00\|106544;2026-03-05\|102.73\|2.06\|101.43\|107.90\|101.39\|125403;2026-03-06\|106.66\|3.83\|103.09\|109.77\|102.62\|123503;2026-03-09\|101.01\|-5.30\|97.14\|102.23\|94.02\|163310;2026-03-10\|104.10\|3.06\|104.00\|106.19\|101.31\|145411;2026-03-11\|111.63\|7.23\|103.28\|118.00\|100.88\|227028;2026-03-12\|103.96\|-6.87\|111.00\|111.63\|102.00\|186587;2026-03-13\|101.02\|-2.83\|103.99\|104.70\|98.00\|120888;2026-03-16\|104.03\|2.98\|101.46\|106.66\|98.16\|141915;2026-03-17\|96.01\|-7.71\|105.11\|105.60\|95.77\|122768;2026-03-18\|98.58\|2.68\|98.04\|100.72\|95.60\|117609;2026-03-19\|94.91\|-3.72\|96.79\|98.38\|94.30\|91879;2026-03-20\|92.09\|-2.97\|96.00\|97.28\|91.70\|99845;2026-03-23\|87.15\|-5.36\|88.81\|91.68\|86.16\|97679;2026-03-24\|87.83\|0.78\|90.00\|91.63\|85.50\|74319;2026-03-25\|90.89\|3.48\|89.00\|93.50\|89.00\|88668;2026-03-26\|87.59\|-3.63\|90.63\|91.13\|87.00\|75391;2026-03-27\|89.54\|2.23\|85.88\|90.36\|85.17\|68523;2026-03-30\|97.11\|8.45\|87.51\|99.05\|87.20\|166726;2026-03-31\|91.52\|-5.76\|97.33\|97.99\|91.19\|96365;2026-04-01\|95.00\|3.80\|94.50\|97.50\|93.74\|81075;2026-04-02\|91.10\|-4.11\|94.67\|94.67\|90.00\|59188;2026-04-03\|91.05\|-0.05\|91.88\|94.48\|90.92\|60206;2026-04-07\|88.31\|-3.01\|91.55\|94.65\|88.01\|76842;2026-04-08\|102.29\|15.83\|92.39\|102.93\|91.10\|185195;2026-04-09\|104.30\|1.97\|99.50\|105.80\|98.91\|141275;2026-04-10\|109.54\|5.02\|106.59\|114.24\|105.04\|177579;2026-04-13\|117.28\|7.07\|115.00\|119.90\|112.73\|184394;2026-04-14\|125.32\|6.86\|122.02\|128.80\|118.31\|164897;2026-04-15\|123.29\|-1.62\|125.51\|126.99\|121.89\|127676;2026-04-16\|122.83\|-0.37\|123.15\|125.80\|120.70\|155519;2026-04-17\|120.45\|-1.94\|119.90\|124.49\|117.33\|139626;2026-04-20\|126.96\|5.40\|124.00\|136.01\|122.01\|215083;2026-04-21\|124.84\|-1.67\|120.44\|127.91\|120.44\|175785;2026-04-22\|126.50\|1.33\|123.72\|127.41\|118.00\|195050;2026-04-23\|124.10\|-1.90\|125.44\|131.50\|123.00\|151255;2026-04-24\|123.79\|-0.25\|124.10\|127.49\|121.21\|122575;2026-04-27\|125.54\|1.41\|125.01\|128.28\|122.30\|99501;2026-04-28\|122.50\|-2.42\|124.61\|126.69\|120.30\|92397;2026-04-29\|116.52\|-4.88\|115.96\|125.00\|115.26\|154991;2026-04-30\|116.81\|0.25\|116.99\|118.79\|111.80\|120869;2026-05-06\|119.55\|2.35\|118.40\|121.40\|117.00\|103817;2026-05-07\|136.68\|14.33\|120.94\|138.00\|116.69\|197317;2026-05-08\|135.70\|-0.72\|135.00\|137.20\|133.30\|105240;2026-05-11\|136.71\|0.74\|135.60\|140.08\|129.87\|120124;2026-05-12\|136.26\|-0.33\|136.70\|137.91\|133.00\|89509;2026-05-13\|139.95\|2.71\|134.98\|140.88\|131.44\|163275;2026-05-14\|133.10\|-4.89\|142.05\|142.05\|132.26\|129097;2026-05-15\|131.81\|-0.97\|135.67\|140.00\|129.78\|148345;2026-05-18\|139.04\|5.49\|130.02\|144.58\|128.71\|138423;2026-05-19\|144.36\|3.83\|138.01\|145.89\|133.50\|117336;2026-05-20\|163.22\|13.06\|144.37\|165.34\|144.37\|154042;2026-05-21\|154.50\|-5.34\|163.19\|168.88\|153.00\|133535;2026-05-22\|168.18\|8.85\|157.59\|169.86\|155.00\|122932;2026-05-25\|167.29\|-0.53\|170.00\|170.00\|159.19\|126431;2026-05-26\|156.61\|-6.38\|164.60\|166.00\|153.00\|112979;2026-05-27\|152.03\|-2.92\|155.89\|159.99\|150.10\|77779;2026-05-28\|154.85\|1.85\|151.66\|155.10\|148.50\|85354;2026-05-29\|143.30\|-7.46\|155.99\|157.24\|141.00\|101498;2026-06-01\|132.93\|-7.24\|144.01\|145.01\|131.98\|108247;2026-06-02\|98.90\|4.36\|95.89\|101.19\|94.50\|137550;2026-06-03\|97.41\|-1.51\|100.88\|102.58\|96.31\|129717;2026-06-04\|102.99\|5.73\|97.55\|105.00\|96.51\|137323;2026-06-05\|97.47\|-5.36\|101.61\|102.99\|96.43\|127465;2026-06-08\|91.54\|-6.08\|94.38\|95.55\|89.82\|129784;2026-06-09\|104.00\|13.61\|94.00\|104.98\|93.36\|201813;2026-06-10\|100.85\|-3.03\|102.83\|105.77\|99.03\|126763;2026-06-11\|97.59\|-3.23\|101.46\|102.00\|95.66\|101197;2026-06-12\|98.20\|0.63\|101.00\|102.08\|96.70\|140163;2026-06-15\|109.18\|11.18\|99.50\|109.42\|99.50\|166153;2026-06-16\|110.15\|0.89\|108.51\|114.50\|107.01\|159412;2026-06-17\|112.77\|2.38\|108.52\|113.99\|107.01\|181556;2026-06-18\|116.31\|3.14\|114.51\|121.86\|114.03\|218520;2026-06-22\|109.90\|-5.51\|116.30\|119.97\|106.12\|231448;2026-06-23\|110.53\|0.57\|118.00\|124.28\|109.74\|256169;2026-06-24\|112.90\|2.14\|108.50\|115.08\|106.00\|199487;2026-06-25\|114.91\|1.78\|114.66\|123.80\|113.22\|220233;2026-06-26\|108.09\|-5.94\|112.00\|115.92\|107.00\|178185;2026-06-29\|102.24\|-5.41\|108.12\|111.00\|97.02\|182806;2026-06-30\|115.61\|13.08\|101.00\|116.16\|100.20\|217833;2026-07-01\|109.92\|-4.92\|120.00\|125.00\|108.00\|229006;2026-07-02\|107.56\|-2.15\|106.92\|115.80\|104.00\|198756;2026-07-03\|117.78\|9.50\|106.48\|123.85\|106.48\|277931;2026-07-06\|125.00\|6.13\|117.78\|132.00\|117.78\|237004;2026-07-07\|118.08\|-5.54\|128.00\|133.11\|117.58\|219809;2026-07-08\|117.88\|-0.17\|120.45\|130.32\|117.21\|219611;2026-07-09\|123.55\|4.81\|120.00\|123.79\|112.22\|221475;2026-07-10\|119.56\|-3.23\|121.34\|128.61\|119.30\|200342
114769	AI数据中心液冷渗透率将提升至40%	涨停揭秘：飞荣达凭借高功率液冷散热能力，切入主流AI服务器供应链，受益于算力基建加速落地；涨停缘由：公司3D VC散热器功耗达1400W，已实现对头部服务器厂商批量交付；2026年国内AI服务器出货量预计同比增长超80%，液冷渗透率加速提升至35%以上；资金逻辑：4月8日涨停当日主力资金净流入1.3亿元，占成交额比重达31%，融资余额单周增长18%，反映产业资金与杠杆资金双重认可；风险提示：液冷产品毛利率低于传统散热方案，且客户集中度高，若大客户订单波动将直接影响业绩释放节奏	公司在液冷散热领域拥有核心技术，自主研发的3D VC散热器散热功耗达1400W，部分产品已批量交付给主流服务器厂商	2026-03-03\|37.02\|-7.89\|39.92\|40.12\|36.88\|458700;2026-03-04\|37.12\|0.27\|36.51\|38.49\|36.01\|271357;2026-03-05\|37.44\|0.86\|38.56\|39.09\|37.09\|381631;2026-03-06\|36.64\|-2.14\|37.35\|38.22\|36.45\|329224;2026-03-09\|35.34\|-3.55\|35.12\|35.48\|33.36\|347021;2026-03-10\|37.62\|6.45\|36.11\|37.75\|35.96\|340703;2026-03-11\|37.74\|0.32\|37.62\|38.54\|37.19\|274108;2026-03-12\|35.52\|-5.88\|36.83\|36.97\|35.08\|373542;2026-03-13\|34.93\|-1.66\|35.41\|36.35\|34.91\|217013;2026-03-16\|35.43\|1.43\|35.01\|35.66\|33.58\|225584;2026-03-17\|33.11\|-6.55\|35.51\|35.63\|33.00\|250553;2026-03-18\|33.88\|2.33\|33.54\|34.10\|33.02\|235340;2026-03-19\|33.13\|-2.21\|33.07\|33.88\|32.85\|155335;2026-03-20\|32.32\|-2.44\|33.35\|33.85\|32.26\|158110;2026-03-23\|30.12\|-6.81\|31.49\|32.04\|29.70\|198889;2026-03-24\|30.44\|1.06\|30.80\|30.80\|29.40\|140757;2026-03-25\|30.88\|1.45\|30.92\|31.60\|30.67\|143313;2026-03-26\|30.06\|-2.66\|30.66\|31.08\|29.80\|112393;2026-03-27\|30.32\|0.86\|29.56\|30.63\|29.50\|100740;2026-03-30\|30.34\|0.07\|29.71\|30.53\|29.52\|99500;2026-03-31\|29.72\|-2.04\|30.29\|30.71\|29.58\|105437;2026-04-01\|30.51\|2.66\|30.55\|30.78\|30.12\|138350;2026-04-02\|29.34\|-3.83\|30.35\|30.58\|29.02\|148056;2026-04-03\|29.05\|-0.99\|29.54\|29.70\|28.99\|91956;2026-04-07\|29.35\|1.03\|29.25\|29.75\|29.10\|85062;2026-04-08\|32.62\|11.14\|30.30\|32.78\|30.27\|248746;2026-04-09\|32.78\|0.49\|31.99\|33.28\|31.71\|186486;2026-04-10\|32.88\|0.31\|33.19\|33.89\|32.88\|216422;2026-04-13\|33.88\|3.04\|32.75\|34.48\|32.75\|239550;2026-04-14\|34.74\|2.54\|34.50\|35.09\|34.00\|222296;2026-04-15\|34.21\|-1.53\|34.88\|35.17\|34.02\|208070;2026-04-16\|35.06\|2.48\|34.30\|35.14\|34.29\|190098;2026-04-17\|34.97\|-0.26\|34.80\|35.42\|34.60\|194577;2026-04-20\|35.80\|2.37\|36.00\|36.86\|35.50\|385850;2026-04-21\|35.06\|-2.07\|34.30\|35.18\|34.11\|295828;2026-04-22\|35.66\|1.71\|34.83\|35.86\|34.61\|244251;2026-04-23\|34.55\|-3.11\|35.49\|35.63\|34.05\|219728;2026-04-24\|34.35\|-0.58\|34.55\|35.22\|33.51\|223304;2026-04-27\|36.60\|6.55\|34.68\|37.08\|33.91\|394069;2026-04-28\|35.71\|-2.43\|35.96\|36.53\|35.32\|255350;2026-04-29\|36.65\|2.63\|35.36\|37.35\|35.35\|340883;2026-04-30\|35.73\|-2.51\|36.01\|36.10\|35.08\|259678;2026-05-06\|36.42\|1.93\|36.03\|37.00\|36.03\|269795;2026-05-07\|38.04\|4.45\|36.65\|38.09\|36.30\|343852;2026-05-08\|37.50\|-1.42\|37.60\|37.96\|37.30\|248534;2026-05-11\|37.42\|-0.21\|37.79\|37.89\|37.05\|274877;2026-05-12\|36.70\|-1.92\|37.35\|37.48\|36.26\|214903;2026-05-13\|38.23\|4.17\|36.45\|38.42\|36.27\|292826;2026-05-14\|37.36\|-2.28\|38.56\|39.13\|37.00\|280622;2026-05-15\|37.82\|1.23\|37.63\|38.10\|36.58\|287823;2026-05-18\|38.79\|2.56\|37.50\|39.33\|36.74\|314335;2026-05-19\|39.47\|1.75\|38.50\|39.66\|37.45\|308689;2026-05-20\|41.96\|6.31\|39.26\|42.48\|38.96\|476021;2026-05-21\|38.45\|-8.37\|41.94\|41.96\|38.38\|421702;2026-05-22\|39.83\|3.59\|38.61\|40.15\|38.01\|282334;2026-05-25\|45.90\|15.24\|43.75\|46.60\|40.82\|731128;2026-05-26\|46.79\|1.94\|47.65\|48.68\|45.73\|619085;2026-05-27\|44.83\|-4.07\|46.15\|47.83\|44.50\|457118;2026-05-28\|49.08\|9.48\|44.30\|49.20\|44.05\|555688;2026-05-29\|45.30\|-7.70\|48.60\|49.29\|45.01\|525065;2026-06-01\|44.62\|-1.50\|46.65\|47.70\|44.00\|403302;2026-06-02\|45.00\|0.85\|44.01\|45.60\|43.08\|371268;2026-06-03\|42.28\|-6.04\|44.66\|44.80\|41.51\|478376;2026-06-04\|42.26\|-0.05\|41.76\|43.37\|41.50\|315780;2026-06-05\|40.79\|-3.48\|42.10\|42.29\|40.30\|302235;2026-06-08\|38.38\|-5.91\|39.00\|40.24\|37.86\|276174;2026-06-09\|42.23\|10.03\|39.00\|42.47\|38.63\|310357;2026-06-10\|40.86\|-3.24\|41.40\|42.05\|40.20\|174495;2026-06-11\|41.63\|1.88\|40.86\|42.87\|39.84\|285137;2026-06-12\|41.63\|0.00\|42.37\|43.42\|41.31\|271247;2026-06-15\|46.52\|11.75\|42.71\|46.88\|42.30\|407749;2026-06-16\|48.40\|4.04\|46.05\|49.18\|45.70\|336771;2026-06-17\|49.15\|1.55\|47.65\|50.48\|47.50\|316532;2026-06-18\|49.52\|0.75\|49.06\|50.48\|48.40\|256759;2026-06-22\|49.08\|-0.89\|50.41\|50.79\|47.80\|274024;2026-06-23\|46.06\|-6.15\|50.50\|51.43\|45.57\|315048;2026-06-24\|49.20\|6.82\|45.90\|49.66\|45.66\|266394;2026-06-25\|49.58\|0.77\|49.25\|51.08\|48.01\|355428;2026-06-26\|49.97\|0.79\|49.00\|52.92\|48.58\|387295;2026-06-29\|47.81\|-4.32\|50.05\|51.83\|46.75\|346015;2026-06-30\|51.20\|7.09\|47.81\|51.60\|47.40\|286854;2026-07-01\|48.28\|-5.70\|51.00\|51.68\|47.50\|323030;2026-07-02\|46.58\|-3.52\|47.49\|49.94\|46.28\|298391;2026-07-03\|46.45\|-0.28\|46.35\|49.30\|46.10\|270689;2026-07-06\|49.47\|6.50\|46.78\|51.14\|46.20\|467366;2026-07-07\|46.73\|-5.54\|48.81\|49.85\|46.35\|296008;2026-07-08\|44.17\|-5.48\|47.18\|48.58\|44.12\|269497;2026-07-09\|46.87\|6.11\|45.21\|47.08\|43.00\|266422;2026-07-10\|45.82\|-2.24\|46.88\|49.37\|45.82\|278154
114768	AI数据中心液冷渗透率将提升至40%	涨停揭秘：华光新材涨停，市场预期其钎焊材料在AI服务器液冷散热模组中加速导入并放量；涨停缘由：为液冷服务器二级供应商，钎焊材料用于冷板、均热板等核心散热部件；全球AI服务器出货量高增，液冷渗透率快速提升至30%以上；资金逻辑：资金沿AI硬件基础设施链条向材料端延伸，公司技术壁垒高、客户认证进展顺利，具备稀缺性；风险提示：下游客户验证周期长，量产规模尚未完全释放；行业新进入者增多，中长期竞争格局存变数	公司在算力液冷服务器领域属于二级供应商，表示看好公司钎焊材料在AI服务器液冷领域的快速放量	2026-03-03\|56.63\|-4.58\|58.63\|60.88\|56.38\|64633;2026-03-04\|55.64\|-1.75\|55.80\|57.88\|55.11\|35223;2026-03-05\|55.10\|-0.97\|57.35\|58.25\|54.54\|40706;2026-03-06\|54.78\|-0.58\|55.00\|55.98\|54.22\|30444;2026-03-09\|50.84\|-7.19\|53.32\|53.32\|48.20\|50460;2026-03-10\|54.26\|6.73\|51.86\|54.90\|51.86\|49088;2026-03-11\|52.95\|-2.41\|54.50\|56.98\|52.80\|40335;2026-03-12\|51.23\|-3.25\|52.95\|53.31\|50.79\|31867;2026-03-13\|50.37\|-1.68\|51.23\|51.71\|50.13\|19336;2026-03-16\|50.64\|0.54\|50.05\|51.38\|48.90\|27104;2026-03-17\|48.25\|-4.72\|50.88\|50.89\|48.10\|27528;2026-03-18\|48.64\|0.81\|48.30\|48.64\|47.67\|15978;2026-03-19\|46.93\|-3.52\|48.01\|48.01\|46.81\|20602;2026-03-20\|46.45\|-1.02\|46.82\|47.99\|46.41\|15837;2026-03-23\|43.40\|-6.57\|45.50\|45.61\|43.00\|20750;2026-03-24\|44.23\|1.91\|44.29\|44.90\|43.00\|14617;2026-03-25\|46.24\|4.54\|44.50\|46.68\|44.50\|17229;2026-03-26\|45.23\|-2.18\|46.38\|46.59\|44.75\|11616;2026-03-27\|45.37\|0.31\|44.72\|45.88\|44.00\|11696;2026-03-30\|45.21\|-0.35\|44.50\|45.59\|44.27\|8398;2026-03-31\|44.66\|-1.22\|45.24\|45.76\|44.50\|8783;2026-04-01\|45.73\|2.40\|45.40\|45.92\|45.23\|9963;2026-04-02\|44.60\|-2.47\|45.96\|46.00\|44.00\|9176;2026-04-03\|44.60\|0.00\|44.60\|44.98\|44.38\|9417;2026-04-07\|44.91\|0.70\|45.00\|45.45\|44.21\|8023;2026-04-08\|47.79\|6.41\|45.96\|47.80\|45.70\|19368;2026-04-09\|48.20\|0.86\|47.05\|49.19\|47.00\|19007;2026-04-10\|48.60\|0.83\|48.20\|49.80\|47.88\|18265;2026-04-13\|49.11\|1.05\|48.06\|49.22\|48.00\|16539;2026-04-14\|50.15\|2.12\|50.00\|50.95\|49.16\|27162;2026-04-15\|49.53\|-1.24\|50.14\|50.48\|49.38\|19841;2026-04-16\|52.79\|6.58\|49.75\|52.90\|49.69\|42283;2026-04-17\|55.53\|5.19\|54.33\|57.51\|52.80\|72835;2026-04-20\|54.83\|-1.26\|55.49\|56.47\|54.28\|43294;2026-04-21\|59.12\|7.82\|54.05\|59.80\|53.26\|81404;2026-04-22\|60.80\|2.84\|58.67\|61.85\|57.61\|69270;2026-04-23\|61.28\|0.79\|61.95\|63.35\|60.36\|72138;2026-04-24\|60.67\|-1.00\|60.87\|61.66\|59.68\|38567;2026-04-27\|66.03\|8.83\|61.50\|67.50\|61.44\|70035;2026-04-28\|67.95\|2.91\|67.24\|70.00\|64.99\|64935;2026-04-29\|66.33\|-2.38\|67.98\|68.39\|65.65\|44239;2026-04-30\|65.76\|-0.86\|69.00\|70.66\|65.01\|68608;2026-05-06\|63.92\|-2.80\|66.75\|66.75\|62.82\|80454;2026-05-07\|75.15\|17.57\|65.00\|76.70\|64.38\|117156;2026-05-08\|78.01\|3.81\|74.00\|80.42\|73.00\|114271;2026-05-11\|80.28\|2.91\|79.21\|84.50\|75.60\|110124;2026-05-12\|75.85\|-5.52\|78.00\|79.20\|75.31\|74220;2026-05-13\|76.73\|1.16\|75.00\|78.15\|74.10\|62832;2026-05-14\|75.60\|-1.47\|77.20\|78.49\|75.05\|51357;2026-05-15\|75.58\|-0.03\|77.03\|78.60\|74.60\|61435;2026-05-18\|73.89\|-2.24\|74.00\|75.57\|72.27\|63967;2026-05-19\|75.25\|1.84\|73.02\|76.35\|71.58\|37947;2026-05-20\|76.94\|2.25\|73.00\|77.58\|71.43\|71511;2026-05-21\|71.68\|-6.84\|77.27\|78.00\|71.50\|54696;2026-05-22\|75.60\|5.47\|71.66\|76.56\|71.66\|48559;2026-05-25\|74.20\|-1.85\|75.50\|76.46\|73.10\|35320;2026-05-26\|69.02\|-6.98\|75.00\|75.00\|67.91\|51564;2026-05-27\|71.57\|3.69\|68.00\|73.50\|68.00\|51862;2026-05-28\|74.26\|3.76\|70.76\|74.82\|70.13\|51824;2026-05-29\|69.62\|-6.25\|74.61\|75.50\|68.40\|45888;2026-06-01\|66.68\|-4.22\|69.62\|70.48\|66.01\|30638;2026-06-02\|66.65\|-0.04\|66.59\|67.94\|64.50\|28279;2026-06-03\|67.69\|1.56\|66.15\|70.80\|66.15\|36560;2026-06-04\|76.60\|13.16\|66.99\|77.62\|66.00\|72516;2026-06-05\|74.79\|-2.36\|74.00\|77.92\|72.27\|58450;2026-06-08\|78.25\|4.63\|69.97\|83.00\|69.97\|86975;2026-06-09\|79.85\|2.04\|78.84\|81.87\|77.66\|69530;2026-06-10\|77.50\|-2.94\|78.84\|81.18\|74.41\|56727;2026-06-11\|81.30\|4.90\|76.66\|83.59\|76.01\|77962;2026-06-12\|78.13\|-3.90\|82.10\|82.88\|76.02\|76311;2026-06-15\|92.17\|17.97\|78.60\|92.43\|78.06\|83985;2026-06-16\|88.64\|-3.83\|92.17\|92.96\|86.88\|85207;2026-06-17\|89.50\|0.97\|88.00\|95.00\|87.01\|81313;2026-06-18\|96.13\|7.41\|87.99\|97.69\|87.10\|87728;2026-06-22\|92.25\|-4.04\|97.30\|97.38\|85.51\|100248;2026-06-23\|88.03\|-4.57\|92.25\|94.88\|86.40\|52758;2026-06-24\|87.89\|-0.16\|87.02\|89.00\|83.18\|59829;2026-06-25\|85.26\|-2.99\|87.80\|89.90\|84.20\|63978;2026-06-26\|82.10\|-3.71\|84.53\|86.44\|81.79\|46965;2026-06-29\|78.40\|-4.51\|82.49\|86.22\|75.53\|53158;2026-06-30\|84.03\|7.18\|79.00\|86.50\|78.64\|47428;2026-07-01\|81.95\|-2.48\|84.45\|85.32\|81.93\|37272;2026-07-02\|79.30\|-3.23\|80.26\|83.95\|77.55\|41724;2026-07-03\|79.44\|0.18\|77.69\|82.82\|77.69\|30954;2026-07-06\|74.45\|-6.28\|79.88\|81.00\|74.30\|45052;2026-07-07\|68.93\|-7.41\|73.01\|75.30\|68.89\|50510;2026-07-08\|66.56\|-3.44\|70.53\|70.93\|65.44\|35375;2026-07-09\|68.81\|3.38\|67.01\|69.34\|64.50\|31968;2026-07-10\|65.75\|-3.80\|67.65\|71.50\|65.68\|3847473
114767	AI数据中心液冷渗透率将提升至40%	自研ASIC芯片+液冷服务器+参投沐曦+一季报扭亏行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月27日互动易，公司发布了寒烁、宙斯、雷神三款音视频领域自研ASIC芯片，相关业务还处于推广验证、量产备货等阶段，公司会根据市场情况及客户需求不断拓展自研芯片应用场景。 2、据2025年3月19日互动易：公司的液冷检测设备业务需要根据客户产品的性能参数等进行定制开发适配。 3、据2025年12月15日互动易，公司投资了沐曦集成电路（上海）股份有限公司，根据沐曦股份最新披露的科创板上市招股说明书，公司在沐曦股份上市发行后的持股比例约为0.21%。 4、据2026年4月29日公告，公司2026年一季度营收4457.54万元，同比增长13.88%，归母净利润170.98万元，同比扭亏为盈，主要系自产芯片销量增加带动营业收入增长。	公司与英伟达合作，对接的产品包括液冷测试平台、基于AI的检测平台、各种测试板卡等	2026-03-03\|155.55\|-5.98\|166.56\|168.80\|155.17\|67960;2026-03-04\|154.50\|-0.68\|154.90\|157.38\|153.54\|39047;2026-03-05\|155.60\|0.71\|158.00\|158.95\|154.72\|37335;2026-03-06\|154.00\|-1.03\|154.91\|156.51\|153.03\|31362;2026-03-09\|150.36\|-2.36\|148.00\|152.00\|141.00\|63750;2026-03-10\|156.24\|3.91\|153.88\|156.68\|152.51\|48157;2026-03-11\|155.00\|-0.79\|157.00\|159.00\|154.68\|43842;2026-03-12\|150.64\|-2.81\|154.51\|155.70\|148.77\|38676;2026-03-13\|145.93\|-3.13\|150.39\|151.88\|145.02\|38474;2026-03-16\|155.79\|6.76\|146.27\|160.52\|143.98\|98252;2026-03-17\|155.28\|-0.33\|158.91\|166.50\|155.16\|89431;2026-03-18\|155.38\|0.06\|156.11\|157.99\|152.02\|46719;2026-03-19\|149.83\|-3.57\|154.00\|157.00\|149.00\|47112;2026-03-20\|148.53\|-0.87\|151.67\|154.60\|147.00\|50263;2026-03-23\|133.80\|-9.92\|143.30\|145.00\|133.68\|79058;2026-03-24\|142.11\|6.21\|137.76\|142.33\|133.66\|78161;2026-03-25\|142.46\|0.25\|144.95\|145.25\|141.50\|47022;2026-03-26\|140.34\|-1.49\|141.85\|143.85\|139.73\|34736;2026-03-27\|140.40\|0.04\|137.16\|141.19\|134.87\|37191;2026-03-30\|140.31\|-0.06\|138.39\|144.69\|137.84\|40788;2026-03-31\|138.41\|-1.35\|140.30\|141.17\|135.67\|37204;2026-04-01\|139.10\|0.50\|141.83\|142.56\|138.74\|39079;2026-04-02\|132.89\|-4.46\|138.31\|138.94\|132.15\|52308;2026-04-03\|129.86\|-2.28\|135.00\|135.00\|127.96\|51094;2026-04-07\|128.80\|-0.82\|129.86\|132.35\|126.26\|52547;2026-04-08\|141.68\|10.00\|133.36\|141.68\|131.00\|61091;2026-04-09\|148.23\|4.62\|141.99\|152.00\|141.67\|97950;2026-04-10\|148.66\|0.29\|149.70\|154.00\|145.87\|76039;2026-04-13\|144.46\|-2.83\|148.00\|150.82\|143.30\|63419;2026-04-14\|146.25\|1.24\|145.73\|147.46\|143.33\|54723;2026-04-15\|143.33\|-2.00\|146.00\|150.71\|142.30\|60790;2026-04-16\|142.91\|-0.29\|143.82\|144.86\|141.38\|50587;2026-04-17\|147.30\|3.07\|142.00\|148.55\|141.00\|73179;2026-04-20\|149.55\|1.53\|146.00\|151.80\|144.68\|59221;2026-04-21\|147.00\|-1.71\|147.83\|149.50\|142.08\|56558;2026-04-22\|148.89\|1.29\|147.35\|149.50\|145.02\|46554;2026-04-23\|145.40\|-2.34\|148.67\|150.46\|143.22\|53531;2026-04-24\|146.06\|0.45\|144.01\|154.69\|144.01\|98018;2026-04-27\|146.21\|0.10\|148.63\|150.90\|144.54\|73257;2026-04-28\|143.68\|-1.73\|138.35\|148.78\|138.35\|74283;2026-04-29\|158.05\|10.00\|145.37\|158.05\|145.37\|57256;2026-04-30\|142.25\|-10.00\|161.20\|167.48\|142.25\|144636;2026-05-06\|134.00\|-5.80\|140.00\|144.84\|133.20\|168580;2026-05-07\|143.00\|6.72\|136.00\|143.85\|132.30\|155556;2026-05-08\|142.61\|-0.27\|143.10\|144.68\|140.85\|82215;2026-05-11\|137.39\|-3.66\|140.96\|142.61\|137.03\|89053;2026-05-12\|130.63\|-4.92\|140.68\|143.38\|124.00\|159534;2026-05-13\|122.81\|-5.99\|127.85\|129.68\|122.03\|144708;2026-05-14\|118.95\|-3.14\|123.38\|123.76\|117.28\|104232;2026-05-15\|117.49\|-1.23\|119.99\|124.26\|115.50\|105264;2026-05-18\|119.97\|2.11\|114.00\|124.39\|113.26\|112322;2026-05-19\|125.40\|4.53\|119.98\|125.52\|118.00\|109242;2026-05-20\|126.51\|0.89\|125.40\|135.97\|123.38\|126039;2026-05-21\|120.27\|-4.93\|128.81\|129.51\|120.04\|86031;2026-05-22\|121.34\|0.89\|121.71\|124.30\|118.00\|65737;2026-05-25\|120.90\|-0.36\|119.95\|123.30\|119.00\|55316;2026-05-26\|119.00\|-1.57\|120.00\|120.50\|116.50\|58951;2026-05-27\|116.20\|-2.35\|118.94\|120.44\|115.01\|57058;2026-05-28\|116.80\|0.52\|116.39\|117.77\|112.40\|59309;2026-05-29\|112.01\|-4.10\|118.00\|118.50\|111.00\|61046;2026-06-01\|110.47\|-1.37\|111.99\|114.50\|109.01\|70145;2026-06-02\|110.81\|0.31\|110.66\|112.50\|108.38\|53711;2026-06-03\|114.90\|3.69\|109.99\|118.52\|109.83\|88648;2026-06-04\|126.39\|10.00\|117.42\|126.39\|117.19\|93525;2026-06-05\|135.02\|6.83\|133.00\|139.03\|130.00\|180413;2026-06-08\|129.33\|-4.21\|135.02\|137.37\|128.85\|178948;2026-06-09\|124.81\|-3.49\|132.80\|133.21\|123.50\|106400;2026-06-10\|115.77\|-7.24\|122.56\|123.75\|114.81\|91819;2026-06-11\|113.95\|-1.57\|114.00\|116.50\|108.66\|84312;2026-06-12\|111.27\|-2.35\|115.90\|119.45\|110.58\|83273;2026-06-15\|122.40\|10.00\|112.96\|122.40\|112.38\|45336;2026-06-16\|134.64\|10.00\|127.95\|134.64\|127.40\|68522;2026-06-17\|135.63\|0.74\|138.64\|143.50\|132.69\|143037;2026-06-18\|142.17\|4.90\|135.65\|144.99\|132.67\|99446;2026-06-22\|141.29\|-0.62\|144.41\|145.16\|136.44\|81835;2026-06-23\|136.88\|-3.12\|144.27\|146.50\|136.00\|81945;2026-06-24\|132.50\|-3.20\|136.17\|138.25\|131.50\|58741;2026-06-25\|129.94\|-1.93\|132.52\|133.77\|129.68\|53128;2026-06-26\|122.83\|-5.47\|129.08\|134.72\|122.83\|68887;2026-06-29\|135.11\|10.00\|125.00\|135.11\|123.88\|39346;2026-06-30\|134.61\|-0.37\|138.18\|142.03\|128.35\|110184;2026-07-01\|127.34\|-5.40\|136.30\|137.98\|126.56\|89926;2026-07-02\|121.60\|-4.51\|123.38\|128.81\|120.71\|65883;2026-07-03\|118.61\|-2.46\|121.60\|122.60\|118.50\|51997;2026-07-06\|115.80\|-2.37\|120.50\|122.76\|114.70\|60569;2026-07-07\|112.27\|-3.05\|117.94\|118.45\|111.03\|57485;2026-07-08\|107.49\|-4.26\|113.50\|113.80\|107.49\|54329;2026-07-09\|107.82\|0.31\|109.00\|109.00\|101.50\|77922;2026-07-10\|106.52\|-1.21\|106.46\|111.41\|106.46\|57245
114766	SK海力士尝试“以钼代钨”，助力NAND性能提升	PCB铜箔+全产业链铜+ECSA分红+安徽国资行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月8日投资者关系管理信息，控股子公司铜冠铜箔高端产品年产量超2.46万吨，同比大幅增长186%，HVLP等高端铜箔实现首次出口，该业务板块已扭亏为盈。 2、据2025年年度报告，公司是集铜采选、冶炼、加工、贸易为一体的大型全产业链铜生产企业，主要产品涵盖阴极铜、硫酸、黄金、白银、铜箔及铜板带等。公司最终控制人为安徽省人民政府国有资产监督管理委员会，属于国有企业。 3、据2026年5月29日互动易，境外子公司ECSA已向中铁建铜冠实施现金分红，中铁建铜冠向公司派发现金分红人民币20.42亿元，2026年具体分红情况请关注后续公告。	公司是大型全产业链铜生产企业，黄金主要是在铜冶炼过程中作为伴生产品产出	2026-03-03\|7.76\|-7.84\|8.14\|8.21\|7.72\|6563090;2026-03-04\|7.74\|-0.26\|7.50\|7.92\|7.46\|3869028;2026-03-05\|7.66\|-1.03\|7.83\|7.86\|7.56\|3353124;2026-03-06\|7.47\|-2.48\|7.52\|7.63\|7.37\|3218845;2026-03-09\|7.28\|-2.54\|7.25\|7.33\|7.10\|3532261;2026-03-10\|7.32\|0.55\|7.40\|7.43\|7.28\|2446664;2026-03-11\|7.22\|-1.37\|7.37\|7.39\|7.17\|2771084;2026-03-12\|7.15\|-0.97\|7.16\|7.28\|7.10\|2571227;2026-03-13\|6.95\|-2.80\|7.10\|7.20\|6.93\|3523446;2026-03-16\|6.65\|-4.32\|6.84\|6.86\|6.46\|4869391;2026-03-17\|6.59\|-0.90\|6.68\|6.78\|6.58\|2666086;2026-03-18\|6.50\|-1.37\|6.56\|6.62\|6.41\|2870400;2026-03-19\|6.08\|-6.46\|6.25\|6.34\|6.03\|4291927;2026-03-20\|5.96\|-1.97\|6.17\|6.19\|5.94\|3152897;2026-03-23\|5.59\|-6.21\|5.81\|5.89\|5.54\|4559001;2026-03-24\|5.81\|3.94\|5.77\|5.81\|5.59\|4103965;2026-03-25\|5.91\|1.72\|5.95\|6.03\|5.88\|3943393;2026-03-26\|5.78\|-2.20\|5.90\|5.95\|5.74\|2534665;2026-03-27\|5.86\|1.38\|5.69\|5.90\|5.67\|2276542;2026-03-30\|5.92\|1.02\|5.82\|5.92\|5.78\|2287439;2026-03-31\|5.81\|-1.86\|5.94\|6.03\|5.81\|2558582;2026-04-01\|5.98\|2.93\|6.01\|6.07\|5.89\|2575984;2026-04-02\|5.83\|-2.51\|5.97\|5.97\|5.78\|1923073;2026-04-03\|5.75\|-1.37\|5.85\|5.87\|5.73\|1204138;2026-04-07\|5.82\|1.22\|5.76\|5.85\|5.72\|1433338;2026-04-08\|6.19\|6.36\|6.03\|6.20\|6.01\|3718742;2026-04-09\|6.10\|-1.45\|6.09\|6.16\|6.05\|2391245;2026-04-10\|6.09\|-0.16\|6.16\|6.20\|6.08\|2142748;2026-04-13\|6.23\|2.30\|6.06\|6.25\|6.05\|2590448;2026-04-14\|6.34\|1.77\|6.40\|6.45\|6.26\|2833100;2026-04-15\|6.27\|-1.10\|6.48\|6.54\|6.22\|3215993;2026-04-16\|6.32\|0.80\|6.25\|6.33\|6.22\|2089313;2026-04-17\|6.43\|1.74\|6.31\|6.52\|6.31\|3003686;2026-04-20\|6.52\|1.40\|6.45\|6.64\|6.45\|3261970;2026-04-21\|6.45\|-1.07\|6.47\|6.49\|6.32\|2170028;2026-04-22\|6.53\|1.24\|6.40\|6.54\|6.37\|2209756;2026-04-23\|6.30\|-3.52\|6.60\|6.67\|6.27\|3030319;2026-04-24\|6.29\|-0.16\|6.23\|6.34\|6.15\|2137061;2026-04-27\|6.29\|0.00\|6.26\|6.36\|6.24\|1683474;2026-04-28\|6.24\|-0.79\|6.25\|6.28\|6.10\|2058528;2026-04-29\|6.33\|1.44\|5.97\|6.35\|5.94\|2921875;2026-04-30\|6.15\|-2.84\|6.29\|6.33\|6.10\|2639645;2026-05-06\|6.50\|5.69\|6.20\|6.51\|6.15\|4296946;2026-05-07\|6.55\|0.77\|6.59\|6.67\|6.45\|3469375;2026-05-08\|6.67\|1.83\|6.49\|6.72\|6.46\|3803654;2026-05-11\|6.88\|3.15\|6.67\|6.95\|6.67\|4911185;2026-05-12\|6.89\|0.15\|7.00\|7.07\|6.82\|4226099;2026-05-13\|6.98\|1.31\|7.03\|7.20\|6.93\|3935042;2026-05-14\|6.69\|-4.15\|6.91\|7.00\|6.69\|3638247;2026-05-15\|6.22\|-7.03\|6.64\|6.64\|6.20\|4346349;2026-05-18\|6.08\|-2.25\|6.05\|6.11\|5.96\|2854703;2026-05-19\|6.02\|-0.99\|6.08\|6.09\|5.91\|2405440;2026-05-20\|5.92\|-1.66\|5.95\|5.98\|5.77\|2521720;2026-05-21\|5.78\|-2.36\|6.03\|6.11\|5.77\|2709766;2026-05-22\|6.36\|10.03\|5.81\|6.36\|5.75\|4910185;2026-05-25\|6.74\|5.97\|6.50\|6.85\|6.45\|6869013;2026-05-26\|6.83\|1.34\|6.70\|6.88\|6.50\|5106067;2026-05-27\|6.46\|-5.42\|6.77\|6.83\|6.43\|3551125;2026-05-28\|6.75\|4.49\|6.44\|6.84\|6.29\|5117202;2026-05-29\|6.90\|2.22\|6.86\|7.23\|6.85\|7484839;2026-06-01\|6.82\|-1.16\|6.90\|7.05\|6.80\|4149544;2026-06-02\|7.08\|3.81\|7.01\|7.15\|6.86\|5482674;2026-06-03\|7.07\|-0.14\|6.95\|7.30\|6.91\|6519553;2026-06-04\|6.69\|-5.37\|6.85\|6.87\|6.66\|4810775;2026-06-05\|6.49\|-2.99\|6.65\|6.81\|6.45\|3388795;2026-06-08\|5.93\|-7.92\|6.04\|6.23\|5.90\|4411175;2026-06-09\|6.25\|5.40\|6.13\|6.33\|6.01\|4441406;2026-06-10\|6.35\|1.60\|6.12\|6.43\|6.06\|4427973;2026-06-11\|6.45\|1.57\|6.38\|6.63\|6.29\|4041024;2026-06-12\|7.10\|10.08\|6.60\|7.10\|6.55\|6289787;2026-06-15\|7.66\|7.89\|7.30\|7.71\|7.27\|12467210;2026-06-16\|7.57\|-1.17\|7.56\|7.68\|7.38\|8239902;2026-06-17\|7.56\|-0.13\|7.56\|7.70\|7.33\|5992500;2026-06-18\|7.65\|1.19\|7.39\|8.02\|7.38\|8560395;2026-06-22\|7.93\|3.66\|7.75\|7.94\|7.42\|8390157;2026-06-23\|7.14\|-9.96\|7.86\|7.86\|7.14\|6956245;2026-06-24\|6.94\|-2.80\|6.88\|6.99\|6.60\|8128319;2026-06-25\|6.68\|-3.75\|6.74\|6.87\|6.63\|4891447;2026-06-26\|6.22\|-6.89\|6.76\|6.79\|6.19\|5297523;2026-06-29\|6.37\|2.41\|6.24\|6.41\|6.22\|4074871;2026-06-30\|6.36\|-0.16\|6.25\|6.42\|6.15\|3370825;2026-07-01\|6.29\|-1.10\|6.32\|6.48\|6.20\|3630308;2026-07-02\|6.21\|-1.27\|6.32\|6.44\|6.15\|4520819;2026-07-03\|6.47\|4.19\|6.32\|6.59\|6.29\|4911445;2026-07-06\|6.30\|-2.63\|6.47\|6.68\|6.28\|3884741;2026-07-07\|6.08\|-3.49\|6.20\|6.24\|6.04\|2755132;2026-07-08\|6.04\|-0.66\|6.02\|6.15\|5.98\|2015072;2026-07-09\|6.02\|-0.33\|6.00\|6.08\|5.72\|3459696;2026-07-10\|6.10\|1.33\|6.08\|6.29\|6.01\|2970223
114765	SK海力士尝试“以钼代钨”，助力NAND性能提升	阴极铜龙头+新材料+中期票据行业原因：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3月27日年报及2026年4月29日公告，公司是国内最大的阴极铜供应商，阴极铜产量超过200万吨/年，拥有完整一体化产业链；2026年一季度归母净利润28.18亿元，同比增长44.31%。 2、据2026年3月27日年报，公司特种铜合金导体、钼铼及其合金等新材料产品正加快工艺验证和中试熟化，加速融入低空经济、机器人等未来产业发展。 3、据2026年6月10日公告，公司发布2026年度第二期中期票据并购募集说明书，涉及并购融资安排。 4、据公司公告，公司最终控制人为江西省国有资产监督管理委员会，属于国有企业。	公司为国内最大铜精矿和铜加工厂商，主营业务为铜和黄金的采选、冶炼与加工	2026-03-03\|55.82\|-6.36\|58.46\|58.49\|55.81\|623282;2026-03-04\|54.86\|-1.72\|54.15\|56.24\|54.00\|400328;2026-03-05\|55.08\|0.40\|55.60\|55.85\|54.16\|371327;2026-03-06\|53.59\|-2.71\|54.30\|54.73\|52.65\|395756;2026-03-09\|51.77\|-3.40\|51.51\|52.32\|49.60\|580304;2026-03-10\|52.44\|1.29\|52.80\|53.10\|52.16\|321637;2026-03-11\|52.08\|-0.69\|52.88\|53.15\|51.86\|318455;2026-03-12\|51.55\|-1.02\|51.80\|52.55\|50.83\|345774;2026-03-13\|50.74\|-1.57\|51.50\|52.83\|50.64\|362498;2026-03-16\|49.25\|-2.94\|49.90\|50.50\|47.95\|541111;2026-03-17\|48.52\|-1.48\|49.99\|50.19\|48.50\|297438;2026-03-18\|48.26\|-0.54\|48.60\|48.71\|47.52\|298920;2026-03-19\|45.67\|-5.37\|46.18\|47.63\|45.46\|495404;2026-03-20\|45.00\|-1.47\|46.01\|46.50\|44.90\|336761;2026-03-23\|42.45\|-5.67\|43.20\|44.48\|42.20\|467712;2026-03-24\|43.73\|3.02\|43.50\|43.86\|42.68\|388909;2026-03-25\|44.74\|2.31\|45.06\|45.37\|44.28\|401278;2026-03-26\|44.21\|-1.18\|44.74\|45.33\|44.05\|247470;2026-03-27\|43.89\|-0.72\|42.82\|44.27\|42.82\|331886;2026-03-30\|43.78\|-0.25\|43.70\|44.15\|43.07\|266803;2026-03-31\|43.00\|-1.78\|44.10\|44.30\|42.90\|250160;2026-04-01\|44.55\|3.60\|44.29\|45.23\|43.80\|356123;2026-04-02\|43.26\|-2.90\|44.27\|44.27\|42.90\|232250;2026-04-03\|42.46\|-1.85\|43.30\|43.56\|42.30\|168630;2026-04-07\|42.84\|0.90\|42.71\|43.10\|42.45\|166278;2026-04-08\|45.64\|6.54\|45.00\|45.73\|44.53\|506132;2026-04-09\|45.05\|-1.29\|44.99\|45.51\|44.68\|250181;2026-04-10\|44.90\|-0.33\|45.45\|45.68\|44.85\|280040;2026-04-13\|45.54\|1.43\|44.95\|45.75\|44.95\|374149;2026-04-14\|46.34\|1.76\|46.80\|47.37\|45.82\|467048;2026-04-15\|46.87\|1.14\|47.57\|48.84\|46.55\|699947;2026-04-16\|47.22\|0.75\|47.01\|47.55\|46.64\|451945;2026-04-17\|46.75\|-1.00\|46.79\|47.24\|46.51\|299332;2026-04-20\|46.66\|-0.19\|47.00\|47.50\|46.37\|402297;2026-04-21\|46.22\|-0.94\|46.66\|46.66\|45.30\|302790;2026-04-22\|45.95\|-0.58\|46.00\|46.41\|45.36\|306508;2026-04-23\|44.66\|-2.81\|46.55\|46.87\|44.31\|455695;2026-04-24\|44.79\|0.29\|44.26\|45.05\|43.72\|309823;2026-04-27\|44.79\|0.00\|44.75\|45.24\|44.60\|254978;2026-04-28\|44.28\|-1.14\|44.44\|44.60\|43.80\|226917;2026-04-29\|46.38\|4.74\|44.00\|46.40\|43.95\|542468;2026-04-30\|45.46\|-1.98\|46.05\|46.15\|44.91\|413751;2026-05-06\|46.93\|3.23\|45.60\|47.10\|45.28\|594253;2026-05-07\|47.60\|1.43\|47.45\|48.56\|46.94\|583553;2026-05-08\|48.76\|2.44\|47.00\|49.30\|46.51\|701111;2026-05-11\|48.27\|-1.00\|48.78\|48.78\|47.51\|642158;2026-05-12\|49.14\|1.80\|49.66\|50.37\|48.82\|830310;2026-05-13\|50.06\|1.87\|50.07\|50.89\|49.72\|740399;2026-05-14\|48.40\|-3.32\|49.81\|51.88\|48.39\|706381;2026-05-15\|46.37\|-4.19\|48.03\|48.10\|45.86\|589999;2026-05-18\|45.44\|-2.01\|44.78\|45.53\|44.20\|458871;2026-05-19\|44.12\|-2.90\|45.11\|45.19\|43.37\|382938;2026-05-20\|44.96\|1.90\|43.20\|45.64\|42.75\|563322;2026-05-21\|43.48\|-3.29\|45.56\|46.32\|43.43\|435985;2026-05-22\|45.28\|4.14\|43.60\|46.01\|43.19\|487025;2026-05-25\|45.03\|-0.55\|46.19\|46.34\|44.70\|396800;2026-05-26\|46.54\|3.35\|44.68\|46.80\|43.90\|595692;2026-05-27\|44.12\|-5.20\|46.53\|46.54\|43.93\|514472;2026-05-28\|43.47\|-1.47\|44.00\|44.00\|42.30\|353298;2026-05-29\|43.50\|0.07\|44.25\|45.20\|43.20\|481312;2026-06-01\|43.16\|-0.78\|43.52\|44.29\|43.05\|337888;2026-06-02\|47.48\|10.01\|44.00\|47.48\|44.00\|840926;2026-06-03\|48.02\|1.14\|48.50\|49.48\|47.43\|1014734;2026-06-04\|46.05\|-4.10\|47.06\|47.70\|45.82\|576324;2026-06-05\|44.36\|-3.67\|45.50\|47.28\|44.04\|642375;2026-06-08\|40.87\|-7.87\|41.95\|42.67\|40.41\|699964;2026-06-09\|41.36\|1.20\|41.41\|41.48\|39.90\|450717;2026-06-10\|40.49\|-2.10\|40.25\|40.90\|39.65\|380350;2026-06-11\|40.14\|-0.86\|40.00\|41.17\|39.59\|409497;2026-06-12\|43.05\|7.25\|41.25\|44.15\|41.11\|914270;2026-06-15\|47.36\|10.01\|44.30\|47.36\|44.00\|923206;2026-06-16\|46.50\|-1.82\|47.32\|48.30\|46.36\|792888;2026-06-17\|48.46\|4.22\|47.00\|48.75\|45.70\|704755;2026-06-18\|53.31\|10.01\|50.00\|53.31\|50.00\|1246057;2026-06-22\|54.86\|2.91\|52.87\|55.17\|50.47\|1604047;2026-06-23\|49.37\|-10.01\|54.00\|54.00\|49.37\|947491;2026-06-24\|47.33\|-4.13\|47.91\|48.49\|46.04\|952812;2026-06-25\|45.43\|-4.01\|45.68\|46.68\|44.89\|716811;2026-06-26\|42.39\|-6.69\|45.39\|46.08\|42.20\|767235;2026-06-29\|44.49\|4.95\|42.30\|44.94\|42.30\|666938;2026-06-30\|43.30\|-2.67\|43.51\|43.90\|42.55\|526664;2026-07-01\|42.78\|-1.20\|42.69\|43.65\|42.36\|526398;2026-07-02\|41.92\|-2.01\|42.99\|43.53\|41.49\|673587;2026-07-03\|43.28\|3.24\|43.35\|44.42\|43.08\|784459;2026-07-06\|41.94\|-3.10\|43.28\|44.79\|41.85\|626934;2026-07-07\|40.74\|-2.86\|41.11\|41.60\|40.60\|362075;2026-07-08\|39.85\|-2.18\|40.37\|40.85\|39.70\|344327;2026-07-09\|40.74\|2.23\|40.90\|41.50\|38.61\|610346;2026-07-10\|42.89\|5.28\|41.29\|43.96\|40.77\|774930
114764	SK海力士尝试“以钼代钨”，助力NAND性能提升	锡铟龙头+算力金属+竞拍成功+云南国资行业原因： 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15日公告，公司成功竞拍赤峰大井子锡业有限公司100%股权，旨在整合国内锡冶炼产能，构建云南、湖南、内蒙古三地联动的锡产业链体系，巩固全球行业龙头优势。 2、据2026年6月22日同花顺快讯，金属锆、小金属板块高开，锡业股份跟涨。 3、据2026年6月10日投资者关系活动记录，AI服务器、数据中心建设爆发式增长带动高端PCB和先进封装用锡焊料需求扩容，公司作为全球锡产销量第一的龙头深度受益；同时，公司是国内最大的原生铟生产基地，光模块速率升级带动磷化铟用铟需求增长，铟价上行对公司业绩有积极影响。 4、据2025年年报，公司最终控制人为云南省人民政府国有资产监督管理委员会，是锡铟行业的世界一流专业领军示范企业。	1、公司从事锡、铜、锌矿的开采、选矿以及锡、铜、锌金属的冶炼和锡的深加工； 2、另外拥有铟资源储量5987吨，铟冶炼产能60吨/年	2026-03-03\|43.92\|-10.00\|45.69\|46.98\|43.92\|1121095;2026-03-04\|42.50\|-3.23\|41.36\|44.54\|41.36\|928722;2026-03-05\|41.04\|-3.44\|43.00\|43.59\|40.51\|744185;2026-03-06\|40.30\|-1.80\|41.43\|41.60\|39.68\|512091;2026-03-09\|38.86\|-3.57\|38.18\|39.08\|36.84\|746139;2026-03-10\|39.88\|2.62\|40.02\|40.20\|39.25\|445078;2026-03-11\|39.07\|-2.03\|40.02\|40.64\|39.00\|455254;2026-03-12\|38.28\|-2.02\|38.80\|39.21\|37.60\|445755;2026-03-13\|36.89\|-3.63\|38.15\|38.76\|36.68\|446500;2026-03-16\|35.55\|-3.63\|36.50\|36.55\|34.06\|652894;2026-03-17\|35.15\|-1.13\|35.85\|36.70\|35.12\|394118;2026-03-18\|35.03\|-0.34\|35.50\|35.59\|34.50\|307158;2026-03-19\|32.78\|-6.42\|33.63\|34.29\|32.52\|515522;2026-03-20\|32.62\|-0.49\|33.23\|33.94\|32.60\|425932;2026-03-23\|30.29\|-7.14\|32.07\|32.37\|30.07\|549124;2026-03-24\|31.31\|3.37\|31.28\|31.31\|30.17\|466476;2026-03-25\|32.04\|2.33\|32.68\|33.00\|31.79\|640122;2026-03-26\|31.10\|-2.93\|31.89\|32.23\|30.88\|422234;2026-03-27\|32.50\|4.50\|30.60\|33.20\|30.60\|509282;2026-03-30\|32.48\|-0.06\|31.99\|32.53\|31.03\|544096;2026-03-31\|31.56\|-2.83\|32.47\|32.86\|31.41\|449810;2026-04-01\|32.53\|3.07\|32.51\|32.70\|31.98\|465433;2026-04-02\|30.84\|-5.20\|32.00\|32.14\|30.50\|457890;2026-04-03\|30.29\|-1.78\|31.14\|31.26\|30.24\|255525;2026-04-07\|30.88\|1.95\|30.70\|31.22\|30.47\|270914;2026-04-08\|33.45\|8.32\|32.88\|33.54\|31.99\|663771;2026-04-09\|32.64\|-2.42\|32.44\|33.19\|32.11\|396574;2026-04-10\|32.86\|0.67\|33.02\|33.58\|32.55\|415977;2026-04-13\|32.63\|-0.70\|32.28\|32.84\|32.26\|298822;2026-04-14\|33.86\|3.77\|34.00\|34.48\|33.45\|593291;2026-04-15\|34.08\|0.65\|35.00\|35.95\|34.00\|658080;2026-04-16\|35.41\|3.90\|35.00\|35.66\|34.20\|606821;2026-04-17\|35.58\|0.48\|35.11\|36.15\|34.94\|538434;2026-04-20\|37.55\|5.54\|35.80\|39.10\|35.80\|873098;2026-04-21\|38.01\|1.23\|37.18\|38.58\|36.60\|715364;2026-04-22\|40.58\|6.76\|37.80\|41.00\|37.80\|962208;2026-04-23\|37.37\|-7.91\|41.01\|41.28\|37.01\|1288209;2026-04-24\|37.94\|1.53\|36.90\|38.33\|36.50\|787885;2026-04-27\|38.19\|0.66\|37.96\|39.14\|37.79\|685895;2026-04-28\|34.93\|-8.54\|36.49\|36.49\|34.86\|904031;2026-04-29\|36.06\|3.23\|34.90\|36.42\|34.62\|608999;2026-04-30\|35.25\|-1.56\|35.44\|36.18\|34.88\|499689;2026-05-06\|38.46\|9.11\|36.01\|38.68\|35.82\|1011024;2026-05-07\|40.00\|4.00\|39.30\|40.68\|39.20\|1077483;2026-05-08\|40.29\|0.72\|39.50\|41.14\|39.30\|805574;2026-05-11\|41.31\|2.53\|40.98\|42.38\|40.39\|918819;2026-05-12\|40.70\|-1.48\|42.18\|42.37\|40.32\|761405;2026-05-13\|40.36\|-0.84\|41.00\|41.41\|39.72\|671966;2026-05-14\|38.92\|-3.57\|40.46\|41.71\|38.90\|749139;2026-05-15\|36.52\|-6.17\|38.39\|38.49\|36.13\|805768;2026-05-18\|37.70\|3.23\|35.70\|38.10\|35.35\|613979;2026-05-19\|36.35\|-3.58\|37.32\|37.46\|35.40\|546830;2026-05-20\|36.46\|0.30\|36.01\|36.60\|34.71\|594157;2026-05-21\|36.29\|-0.47\|37.55\|39.37\|36.18\|792394;2026-05-22\|38.01\|4.74\|36.91\|38.59\|36.50\|660435;2026-05-25\|39.84\|4.81\|38.50\|40.44\|38.21\|886193;2026-05-26\|41.74\|4.77\|38.98\|41.87\|38.00\|1083943;2026-05-27\|39.08\|-6.37\|41.51\|42.19\|38.82\|781200;2026-05-28\|38.77\|-0.79\|39.06\|39.17\|37.29\|560552;2026-05-29\|37.50\|-3.28\|39.80\|40.17\|36.86\|626413;2026-06-01\|39.26\|4.69\|38.17\|41.02\|38.09\|982209;2026-06-02\|43.19\|10.01\|40.70\|43.19\|40.54\|1157725;2026-06-03\|43.75\|1.30\|43.83\|44.96\|42.93\|1475661;2026-06-04\|41.84\|-4.37\|43.00\|43.43\|41.61\|942773;2026-06-05\|38.90\|-7.03\|40.52\|41.17\|38.45\|1056061;2026-06-08\|35.01\|-10.00\|36.01\|36.97\|35.01\|1118947;2026-06-09\|35.44\|1.23\|34.88\|35.54\|33.92\|873522;2026-06-10\|33.97\|-4.15\|33.86\|34.45\|33.20\|721668;2026-06-11\|34.86\|2.62\|33.85\|35.62\|33.85\|756369;2026-06-12\|37.65\|8.00\|36.18\|38.35\|35.44\|1390769;2026-06-15\|41.42\|10.01\|38.88\|41.42\|38.70\|1304868;2026-06-16\|41.64\|0.53\|41.69\|43.05\|41.38\|1274227;2026-06-17\|41.43\|-0.50\|41.30\|42.56\|40.62\|909906;2026-06-18\|41.74\|0.75\|41.83\|43.29\|40.70\|1094815;2026-06-22\|45.91\|9.99\|43.84\|45.91\|43.47\|1051655;2026-06-23\|42.45\|-7.54\|48.21\|48.77\|42.01\|1906758;2026-06-24\|46.60\|9.78\|42.03\|46.69\|40.81\|1559792;2026-06-25\|44.42\|-4.68\|45.60\|47.86\|44.13\|1560827;2026-06-26\|42.58\|-4.14\|44.56\|46.70\|42.50\|1256726;2026-06-29\|44.83\|5.28\|43.47\|46.63\|43.12\|1367762;2026-06-30\|42.69\|-4.77\|44.20\|44.38\|41.01\|1286574;2026-07-01\|42.32\|-0.87\|42.70\|44.79\|41.96\|1043432;2026-07-02\|41.21\|-2.62\|41.01\|43.20\|39.60\|864465;2026-07-03\|40.48\|-1.77\|41.21\|42.27\|40.46\|816635;2026-07-06\|40.41\|-0.17\|41.31\|43.00\|40.31\|821054;2026-07-07\|37.31\|-7.67\|39.10\|39.44\|37.04\|859319;2026-07-08\|36.00\|-3.51\|37.32\|37.58\|35.78\|581056;2026-07-09\|37.27\|3.53\|36.08\|37.36\|34.15\|811615;2026-07-10\|36.45\|-2.20\|37.13\|38.30\|36.36\|647540
114763	SK海力士尝试“以钼代钨”，助力NAND性能提升	钨全产业链+一季报增长+福建国资行业原因：据上海证券报6月22日报道，章源钨业上调6月下半月长单采购报价，机构预计在供给受限及光伏钨丝、机器人等新兴需求驱动下，钨供需缺口将持续扩大，钨价中枢有望提升。公司原因： 1、据2026年4月24日年报及2026年5月15日投资者活动记录表，公司拥有前端钨矿山采选、中端冶炼及后端硬质合金、钨钼丝材和切削工具等深加工的完整产业链，现有在产三家钨矿企业钨精矿年产量约12,000吨。 2、据2026年4月24日一季报，2026年一季度公司钨钼业务实现利润总额17.63亿元，同比增长238.82%；公司实现归属净利润11.07亿元，同比增加189.14%。 3、据2025年年度报告，公司最终控制人为福建省人民政府国有资产监督管理委员会。	1、公司为国家六大稀土集团之一，完成了对福建省的稀土资源整合；拥有完整的钨产业链，在钨矿开采、钨冶炼、钨粉末、钨丝材和硬质合金深加工领域拥有较为突出的竞争优势； 2、公司是国内首家具备核聚变装置用ITER偏滤器钨探针组件研发和生产能力的企业，具备大尺寸ITER级钨材料的精密机加工成型能力，可满足EAST、ITER等不同磁约束聚变装置部件的高标准需求，为ITER等国内外聚变客户提供多款钨产品及部件	2026-03-03\|75.58\|0.91\|74.03\|80.00\|73.99\|1162044;2026-03-04\|78.76\|4.21\|70.10\|81.56\|70.02\|1176662;2026-03-05\|74.97\|-4.81\|80.96\|81.41\|74.00\|944565;2026-03-06\|74.00\|-1.29\|75.58\|78.26\|73.11\|871422;2026-03-09\|71.70\|-3.11\|72.00\|73.75\|68.88\|710362;2026-03-10\|72.18\|0.67\|72.60\|73.78\|69.65\|530438;2026-03-11\|69.19\|-4.14\|72.99\|74.30\|68.35\|803963;2026-03-12\|68.13\|-1.53\|68.60\|69.98\|67.31\|513999;2026-03-13\|62.40\|-8.41\|66.13\|66.80\|62.22\|965269;2026-03-16\|60.40\|-3.21\|61.20\|61.87\|58.62\|660225;2026-03-17\|59.10\|-2.15\|60.51\|61.28\|59.10\|444780;2026-03-18\|59.72\|1.05\|59.35\|60.44\|58.70\|366804;2026-03-19\|55.32\|-7.37\|58.50\|59.12\|55.20\|692497;2026-03-20\|54.32\|-1.81\|56.08\|56.50\|54.14\|538196;2026-03-23\|51.96\|-4.34\|53.09\|54.84\|51.55\|546632;2026-03-24\|55.71\|7.22\|53.01\|55.74\|51.00\|747105;2026-03-25\|58.36\|4.76\|58.14\|60.28\|56.02\|1165313;2026-03-26\|57.51\|-1.46\|60.99\|61.25\|56.50\|1060006;2026-03-27\|58.74\|2.14\|55.80\|60.35\|55.80\|920491;2026-03-30\|57.20\|-2.62\|58.55\|58.73\|56.09\|564416;2026-03-31\|55.62\|-2.76\|57.35\|57.90\|55.23\|505497;2026-04-01\|56.00\|0.68\|57.01\|57.07\|55.36\|418625;2026-04-02\|53.37\|-4.70\|55.00\|55.01\|52.77\|486345;2026-04-03\|53.19\|-0.34\|53.36\|54.14\|52.82\|276054;2026-04-07\|54.33\|2.14\|53.25\|55.39\|53.25\|386873;2026-04-08\|57.96\|6.68\|56.00\|58.00\|55.70\|656149;2026-04-09\|58.39\|0.74\|56.97\|59.91\|56.81\|583610;2026-04-10\|58.67\|0.48\|59.40\|60.31\|57.91\|521748;2026-04-13\|58.15\|-0.89\|57.50\|58.82\|56.70\|415895;2026-04-14\|58.57\|0.72\|58.72\|59.18\|57.63\|498585;2026-04-15\|56.25\|-3.96\|59.02\|59.44\|56.01\|587371;2026-04-16\|61.88\|10.01\|56.30\|61.88\|55.80\|991894;2026-04-17\|62.85\|1.57\|62.17\|63.82\|61.61\|1054268;2026-04-20\|63.65\|1.27\|62.26\|65.00\|62.26\|817097;2026-04-21\|63.99\|0.53\|63.03\|64.57\|61.78\|555321;2026-04-22\|66.30\|3.61\|63.70\|66.77\|63.08\|719268;2026-04-23\|62.65\|-5.51\|66.35\|66.40\|62.02\|751437;2026-04-24\|61.78\|-1.39\|60.70\|62.65\|60.01\|633735;2026-04-27\|56.79\|-8.08\|60.50\|60.62\|56.66\|1052192;2026-04-28\|54.97\|-3.20\|57.00\|57.46\|54.49\|674804;2026-04-29\|59.47\|8.19\|55.06\|59.80\|54.90\|873058;2026-04-30\|57.78\|-2.84\|58.50\|60.07\|57.40\|692325;2026-05-06\|59.71\|3.34\|57.60\|60.10\|56.10\|795273;2026-05-07\|59.80\|0.15\|60.05\|60.83\|59.17\|664880;2026-05-08\|58.74\|-1.77\|58.90\|59.68\|57.87\|540696;2026-05-11\|59.42\|1.16\|58.79\|59.92\|58.04\|609843;2026-05-12\|57.84\|-2.66\|59.67\|59.78\|57.20\|522581;2026-05-13\|58.89\|1.82\|57.40\|59.84\|57.38\|636341;2026-05-14\|55.12\|-6.40\|58.28\|58.30\|55.11\|696027;2026-05-15\|53.40\|-3.12\|55.00\|55.28\|53.11\|527997;2026-05-18\|53.46\|0.11\|52.68\|54.49\|51.99\|397593;2026-05-19\|51.08\|-4.45\|53.46\|53.47\|50.39\|496770;2026-05-20\|50.89\|-0.37\|50.30\|51.73\|49.30\|562870;2026-05-21\|50.16\|-1.43\|51.68\|53.10\|50.01\|531728;2026-05-22\|52.04\|3.75\|50.19\|52.56\|50.19\|509807;2026-05-25\|51.90\|-0.27\|53.08\|53.35\|51.45\|405168;2026-05-26\|53.95\|3.95\|51.10\|53.99\|50.90\|657205;2026-05-27\|51.56\|-4.43\|54.00\|54.22\|51.15\|509430;2026-05-28\|52.40\|1.63\|51.24\|53.15\|50.40\|434164;2026-05-29\|54.37\|3.76\|53.21\|56.17\|51.30\|978319;2026-06-01\|52.85\|-2.80\|55.56\|57.07\|52.75\|683192;2026-06-02\|55.81\|5.60\|53.00\|56.18\|51.47\|788300;2026-06-03\|60.01\|7.53\|55.85\|61.30\|55.58\|1312809;2026-06-04\|63.73\|6.20\|60.02\|63.98\|58.10\|1268020;2026-06-05\|61.73\|-3.14\|63.00\|65.90\|61.52\|1167967;2026-06-08\|59.37\|-3.82\|58.90\|63.12\|57.00\|834086;2026-06-09\|63.93\|7.68\|60.80\|64.00\|59.51\|863357;2026-06-10\|63.75\|-0.28\|63.10\|66.27\|61.90\|888347;2026-06-11\|67.44\|6.46\|64.51\|68.60\|63.76\|1190760;2026-06-12\|64.80\|-3.91\|69.00\|70.13\|64.53\|1641505;2026-06-15\|71.28\|10.00\|66.10\|71.28\|65.50\|1158988;2026-06-16\|78.41\|10.00\|74.00\|78.41\|73.81\|623654;2026-06-17\|80.84\|3.10\|80.00\|82.89\|76.80\|1665609;2026-06-18\|85.91\|6.27\|78.12\|88.90\|76.50\|1555385;2026-06-22\|94.50\|10.00\|88.92\|94.50\|88.88\|1084641;2026-06-23\|85.43\|-9.60\|96.85\|96.85\|85.05\|1249553;2026-06-24\|83.03\|-2.81\|84.53\|85.97\|81.18\|1139451;2026-06-25\|85.86\|3.41\|83.50\|87.50\|81.55\|960441;2026-06-26\|84.50\|-1.58\|87.00\|89.68\|83.62\|936733;2026-06-29\|83.86\|-0.76\|84.46\|87.60\|80.35\|868396;2026-06-30\|85.20\|1.60\|82.62\|87.48\|82.62\|788000;2026-07-01\|84.90\|-0.35\|86.05\|89.00\|83.08\|860265;2026-07-02\|82.15\|-3.24\|79.00\|88.44\|76.63\|1029992;2026-07-03\|75.05\|-8.64\|81.20\|81.90\|74.88\|935687;2026-07-06\|70.84\|-5.61\|74.68\|76.96\|70.00\|900111;2026-07-07\|66.42\|-6.24\|69.23\|71.43\|66.05\|616591;2026-07-08\|63.49\|-4.41\|66.69\|67.54\|63.22\|510952;2026-07-09\|64.71\|1.92\|63.59\|64.71\|60.45\|607960;2026-07-10\|63.35\|-2.10\|64.00\|67.66\|63.16\|647140
114762	SK海力士尝试“以钼代钨”，助力NAND性能提升	磷化铟扩产+AI光通信+锗业龙头行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月1日互动易，公司于2026年4月实施“高品质磷化铟单晶片建设项目”，计划将磷化铟晶片产能从15万片/年扩至45万片/年；据2026年5月27日投资者关系活动记录表，近期光通信市场景气度提升，下游对磷化铟晶片需求快速增长，价格有所上涨。 2、据2025年年报，公司集锗矿开采、精深加工于一体，锗产品产销量全国第一，是国内最大的锗系列产品生产商和供应商；据东吴证券2026年6月9日研报，公司是国内唯一集锗矿采选、精深加工、半导体材料研发为一体的国家高新技术企业，首次覆盖给予“买入”评级。 3、据2026年6月18日互动易，受上游原材料价格上涨影响，公司光纤级四氯化锗产品价格相应有所上涨。	1、公司作为磷化铟衬底龙头，产能为15万片/年（2—4英寸）； 2、公司“空间太阳能电池用锗晶片建设项目”2025年末将形成年产125万片产能，最终达250万片，锗晶片主要用于空间卫星、空间站等深空设备的空间卫星电池，直接配套商业航天需求	2026-03-03\|43.90\|-3.90\|47.81\|48.83\|43.41\|1272086;2026-03-04\|44.45\|1.25\|42.63\|46.25\|41.74\|826724;2026-03-05\|44.19\|-0.58\|45.30\|45.88\|43.61\|673168;2026-03-06\|43.19\|-2.26\|44.43\|44.96\|42.90\|453404;2026-03-09\|42.72\|-1.09\|41.46\|43.00\|39.41\|548960;2026-03-10\|44.62\|4.45\|43.46\|45.20\|42.51\|516097;2026-03-11\|46.00\|3.09\|46.30\|49.00\|45.50\|844795;2026-03-12\|45.17\|-1.80\|46.01\|47.30\|44.05\|520589;2026-03-13\|43.36\|-4.01\|44.78\|46.30\|43.15\|459826;2026-03-16\|42.95\|-0.95\|43.77\|44.97\|41.68\|465932;2026-03-17\|40.14\|-6.54\|42.80\|42.85\|40.00\|431846;2026-03-18\|40.75\|1.52\|40.11\|41.36\|39.84\|288816;2026-03-19\|39.51\|-3.04\|39.99\|40.73\|38.86\|345324;2026-03-20\|43.46\|10.00\|43.45\|43.46\|43.45\|193417;2026-03-23\|40.60\|-6.58\|43.00\|44.50\|40.06\|821138;2026-03-24\|44.66\|10.00\|43.70\|44.66\|41.21\|837439;2026-03-25\|48.43\|8.44\|48.00\|49.13\|46.81\|1281353;2026-03-26\|46.69\|-3.59\|48.20\|48.64\|46.09\|764850;2026-03-27\|51.36\|10.00\|44.88\|51.36\|44.88\|795091;2026-03-30\|52.35\|1.93\|51.36\|54.30\|50.20\|1072667;2026-03-31\|48.91\|-6.57\|52.00\|52.80\|48.01\|923067;2026-04-01\|49.90\|2.02\|51.21\|51.51\|48.11\|751465;2026-04-02\|47.50\|-4.81\|48.01\|49.61\|46.11\|698628;2026-04-03\|51.71\|8.86\|49.06\|52.25\|49.06\|1086970;2026-04-07\|52.76\|2.03\|51.91\|54.75\|51.08\|883665;2026-04-08\|54.25\|2.82\|54.00\|55.03\|52.03\|1067489;2026-04-09\|55.59\|2.47\|53.80\|56.70\|53.35\|925942;2026-04-10\|56.79\|2.16\|58.29\|59.50\|53.65\|1192132;2026-04-13\|55.13\|-2.92\|57.11\|57.39\|54.16\|811038;2026-04-14\|58.88\|6.80\|56.00\|60.64\|54.56\|1165598;2026-04-15\|57.15\|-2.94\|59.71\|59.85\|56.70\|793630;2026-04-16\|56.36\|-1.38\|56.27\|57.40\|55.51\|646704;2026-04-17\|62.00\|10.01\|60.53\|62.00\|59.07\|1005293;2026-04-20\|68.20\|10.00\|63.86\|68.20\|63.68\|1157818;2026-04-21\|68.40\|0.29\|68.32\|70.48\|66.74\|1180937;2026-04-22\|75.24\|10.00\|68.53\|75.24\|68.53\|714571;2026-04-23\|76.88\|2.18\|76.29\|82.76\|74.70\|1667523;2026-04-24\|77.12\|0.31\|76.07\|81.30\|73.40\|1371497;2026-04-27\|72.80\|-5.60\|76.93\|77.95\|72.52\|1169710;2026-04-28\|69.68\|-4.29\|72.60\|73.00\|68.89\|882710;2026-04-29\|69.22\|-0.66\|68.61\|70.33\|68.12\|737225;2026-04-30\|70.01\|1.14\|68.72\|72.12\|68.72\|1031240;2026-05-06\|77.01\|10.00\|75.00\|77.01\|73.43\|1206247;2026-05-07\|80.20\|4.14\|77.01\|81.49\|75.21\|1056903;2026-05-08\|86.07\|7.32\|79.77\|88.22\|79.50\|1129068;2026-05-11\|92.20\|7.12\|88.50\|92.28\|86.60\|1109828;2026-05-12\|101.42\|10.00\|91.28\|101.42\|88.99\|1127451;2026-05-13\|101.51\|0.09\|100.00\|105.10\|97.10\|1078579;2026-05-14\|97.20\|-4.25\|100.00\|105.17\|97.00\|1001161;2026-05-15\|90.33\|-7.07\|96.02\|97.28\|88.86\|1186091;2026-05-18\|91.44\|1.23\|90.00\|96.10\|89.99\|874666;2026-05-19\|90.59\|-0.93\|90.16\|90.85\|85.33\|793117;2026-05-20\|91.00\|0.45\|89.69\|95.55\|88.74\|1029894;2026-05-21\|83.80\|-7.91\|92.54\|92.54\|83.35\|958975;2026-05-22\|87.10\|3.94\|86.11\|87.95\|84.22\|825636;2026-05-25\|89.40\|2.64\|90.52\|91.94\|88.04\|783303;2026-05-26\|83.10\|-7.05\|89.00\|89.40\|81.58\|858242;2026-05-27\|81.68\|-1.71\|81.85\|85.77\|80.13\|819809;2026-05-28\|89.85\|10.00\|81.01\|89.85\|79.45\|903080;2026-05-29\|91.18\|1.48\|95.10\|97.00\|89.05\|1274878;2026-06-01\|82.06\|-10.00\|87.27\|88.88\|82.06\|948090;2026-06-02\|86.37\|5.25\|81.74\|88.14\|78.25\|1077313;2026-06-03\|88.99\|3.03\|87.56\|92.81\|86.50\|1080145;2026-06-04\|88.61\|-0.43\|85.00\|89.66\|84.28\|687087;2026-06-05\|85.50\|-3.51\|87.04\|92.49\|85.20\|818614;2026-06-08\|78.64\|-8.02\|78.00\|84.50\|78.00\|707055;2026-06-09\|84.67\|7.67\|81.00\|85.25\|78.80\|673082;2026-06-10\|80.22\|-5.26\|81.69\|83.20\|79.08\|572234;2026-06-11\|88.24\|10.00\|81.60\|88.24\|81.05\|1305523;2026-06-12\|92.26\|4.56\|89.50\|93.39\|87.00\|1305378;2026-06-15\|101.49\|10.00\|95.00\|101.49\|93.00\|982061;2026-06-16\|101.20\|-0.29\|103.33\|108.66\|100.00\|1446213;2026-06-17\|99.26\|-1.92\|97.97\|100.30\|96.12\|1003182;2026-06-18\|100.44\|1.19\|99.26\|103.80\|97.00\|933649;2026-06-22\|110.48\|10.00\|106.95\|110.48\|105.40\|352573;2026-06-23\|111.90\|1.29\|119.24\|120.00\|108.50\|1301282;2026-06-24\|123.09\|10.00\|109.06\|123.09\|106.01\|1210272;2026-06-25\|130.10\|5.70\|124.55\|132.88\|123.09\|949093;2026-06-26\|120.48\|-7.39\|127.50\|132.86\|118.54\|992625;2026-06-29\|124.00\|2.92\|120.50\|124.88\|111.97\|965092;2026-06-30\|120.18\|-3.08\|120.00\|123.38\|113.61\|751276;2026-07-01\|114.85\|-4.43\|120.00\|122.90\|113.50\|757242;2026-07-02\|106.90\|-6.92\|108.22\|114.50\|106.12\|700677;2026-07-03\|105.07\|-1.70\|105.58\|109.00\|101.60\|560737;2026-07-06\|105.31\|0.23\|107.77\|109.60\|102.30\|572998;2026-07-07\|110.00\|4.45\|105.48\|110.77\|104.55\|657784;2026-07-08\|99.00\|-10.00\|107.00\|109.66\|99.00\|653992;2026-07-09\|102.98\|4.02\|100.05\|104.50\|92.16\|885627;2026-07-10\|100.26\|-2.64\|103.00\|106.89\|100.00\|777161
114761	SK海力士尝试“以钼代钨”，助力NAND性能提升	电池结构件+折叠屏+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4月29日年报，公司已跻身国内少数实现屈服强度超400MPa的6系及超500MPa的7系铝合金稳定量产的企业行列，成功适配旗舰手机折叠屏中框、转轴等核心部件严苛技术标准，并与顶尖科技企业建立深度战略合作关系。 2、据2026年4月29日年报，公司是国内新能源汽车电池结构件核心供应商，产品覆盖电池箱体、模组结构件、电芯外壳及车身结构件，已配套中国新能源车企销量前20名中的13家。 3、据2026年4月30日公告，公司2026年一季度归母净利润同比增长104.65%，扣非增速达160.02%，主要得益于新能源汽车及电子消费业务同步增长、产品结构优化及降本增效。	中国工业铝挤压材十强企业；公司已配套供应多个主流品牌的多款折叠屏手机，涉及的产品主要为高强度、高硬度、轻薄的铝合金中框、转轴及其它金属结构件	2026-03-03\|20.58\|-6.24\|21.93\|22.00\|20.50\|104721;2026-03-04\|20.73\|0.73\|20.12\|21.40\|19.91\|90277;2026-03-05\|20.68\|-0.24\|21.19\|21.35\|20.50\|64987;2026-03-06\|20.43\|-1.21\|20.56\|20.76\|20.30\|55202;2026-03-09\|19.92\|-2.50\|20.23\|20.23\|19.46\|70855;2026-03-10\|20.65\|3.66\|20.10\|21.06\|19.99\|76894;2026-03-11\|20.63\|-0.10\|20.66\|21.34\|20.48\|73962;2026-03-12\|20.37\|-1.26\|20.67\|20.75\|20.15\|55632;2026-03-13\|19.98\|-1.91\|20.26\|20.44\|19.95\|40399;2026-03-16\|20.23\|1.25\|19.91\|20.30\|19.70\|65631;2026-03-17\|19.24\|-4.89\|20.28\|20.38\|19.10\|71945;2026-03-18\|19.75\|2.65\|19.07\|19.75\|17.95\|191546;2026-03-19\|19.06\|-3.49\|19.40\|19.85\|19.01\|124663;2026-03-20\|18.39\|-3.52\|19.21\|19.36\|18.37\|80392;2026-03-23\|16.75\|-8.92\|18.21\|18.21\|16.57\|142432;2026-03-24\|17.47\|4.30\|17.26\|17.49\|16.76\|89504;2026-03-25\|17.67\|1.14\|17.47\|17.81\|17.45\|56449;2026-03-26\|17.58\|-0.51\|17.65\|17.91\|17.23\|84366;2026-03-27\|18.80\|6.94\|17.36\|18.88\|17.27\|108060;2026-03-30\|19.45\|3.46\|18.61\|19.56\|18.51\|158438;2026-03-31\|19.31\|-0.72\|19.44\|19.44\|18.88\|105238;2026-04-01\|20.46\|5.96\|19.58\|20.70\|19.42\|154556;2026-04-02\|19.75\|-3.47\|20.31\|20.80\|19.51\|97836;2026-04-03\|20.30\|2.78\|19.86\|20.70\|19.53\|142785;2026-04-07\|19.88\|-2.07\|20.33\|20.47\|19.51\|112999;2026-04-08\|20.88\|5.03\|20.42\|21.06\|20.00\|129820;2026-04-09\|22.97\|10.01\|20.80\|22.97\|20.63\|276352;2026-04-10\|25.27\|10.01\|24.77\|25.27\|24.32\|277519;2026-04-13\|27.10\|7.24\|24.99\|27.80\|24.99\|609759;2026-04-14\|26.93\|-0.63\|27.64\|27.88\|26.74\|388227;2026-04-15\|29.62\|9.99\|27.22\|29.62\|26.67\|341902;2026-04-16\|28.78\|-2.84\|30.83\|31.83\|28.43\|477013;2026-04-17\|30.18\|4.86\|28.00\|31.12\|27.69\|561083;2026-04-20\|29.10\|-3.58\|30.11\|30.20\|28.70\|350257;2026-04-21\|27.95\|-3.95\|28.92\|29.40\|27.88\|246056;2026-04-22\|28.80\|3.04\|27.95\|28.99\|27.56\|253251;2026-04-23\|27.43\|-4.76\|28.80\|28.80\|27.26\|238902;2026-04-24\|27.35\|-0.29\|27.49\|27.77\|26.17\|251995;2026-04-27\|27.29\|-0.22\|27.27\|27.90\|26.63\|157142;2026-04-28\|26.38\|-3.33\|27.30\|27.30\|26.20\|145115;2026-04-29\|25.75\|-2.39\|26.55\|26.94\|25.70\|156852;2026-04-30\|25.09\|-2.56\|25.73\|25.74\|24.73\|185727;2026-05-06\|25.21\|0.48\|25.59\|25.59\|24.95\|135503;2026-05-07\|27.73\|10.00\|25.28\|27.73\|25.28\|209999;2026-05-08\|27.20\|-1.91\|28.00\|28.00\|26.35\|275036;2026-05-11\|28.26\|3.90\|27.21\|28.95\|26.51\|290835;2026-05-12\|27.59\|-2.37\|27.98\|28.45\|26.90\|216457;2026-05-13\|27.54\|-0.18\|27.30\|28.10\|26.95\|176761;2026-05-14\|26.47\|-3.89\|27.20\|27.28\|26.41\|127689;2026-05-15\|25.81\|-2.49\|26.35\|26.60\|25.64\|98884;2026-05-18\|26.10\|1.12\|25.41\|26.58\|25.01\|133596;2026-05-19\|26.84\|2.84\|25.99\|27.12\|25.47\|137013;2026-05-20\|26.78\|-0.22\|26.58\|27.09\|26.33\|97235;2026-05-21\|24.51\|-8.48\|26.94\|27.11\|24.32\|155417;2026-05-22\|25.20\|2.82\|24.81\|25.44\|24.52\|106752;2026-05-25\|24.80\|-1.59\|25.77\|27.21\|24.39\|111041;2026-05-26\|23.70\|-4.44\|24.80\|24.80\|23.59\|128484;2026-05-27\|23.09\|-2.57\|23.89\|23.89\|22.17\|145139;2026-05-28\|24.06\|4.20\|22.86\|24.30\|21.88\|181774;2026-05-29\|26.47\|10.02\|24.43\|26.47\|24.10\|220887;2026-06-01\|25.57\|-3.40\|27.18\|27.76\|25.50\|379224;2026-06-02\|24.90\|-2.62\|25.83\|25.86\|24.50\|172567;2026-06-03\|25.12\|0.88\|24.93\|25.46\|24.47\|170462;2026-06-04\|27.45\|10.02\|26.37\|27.45\|25.85\|233739;2026-06-05\|28.40\|3.46\|28.00\|29.99\|27.50\|409664;2026-06-08\|25.56\|-10.00\|27.82\|28.13\|25.56\|239726;2026-06-09\|25.91\|1.37\|25.78\|26.96\|25.07\|249156;2026-06-10\|26.24\|1.27\|25.30\|26.36\|25.09\|175785;2026-06-11\|28.86\|9.98\|26.91\|28.86\|26.80\|306706;2026-06-12\|28.85\|-0.03\|30.00\|31.11\|28.74\|395173;2026-06-15\|31.74\|10.02\|29.23\|31.74\|29.02\|144109;2026-06-16\|34.91\|9.99\|33.66\|34.91\|33.34\|286069;2026-06-17\|35.94\|2.95\|34.67\|36.69\|33.01\|438727;2026-06-18\|37.92\|5.51\|35.60\|38.35\|35.20\|313599;2026-06-22\|39.70\|4.69\|38.95\|40.76\|38.26\|349271;2026-06-23\|38.74\|-2.42\|41.91\|41.91\|38.13\|315971;2026-06-24\|38.30\|-1.14\|38.48\|39.59\|37.51\|235568;2026-06-25\|39.10\|2.09\|37.98\|40.75\|37.92\|215752;2026-06-26\|36.07\|-7.75\|38.76\|39.17\|35.27\|221149;2026-06-29\|34.57\|-4.16\|36.72\|37.29\|33.90\|175426;2026-06-30\|34.58\|0.03\|34.10\|35.32\|33.95\|157935;2026-07-01\|34.84\|0.75\|34.26\|35.91\|33.88\|188652;2026-07-02\|33.18\|-4.76\|34.00\|34.79\|33.00\|149321;2026-07-03\|32.08\|-3.32\|32.66\|32.95\|31.93\|123868;2026-07-06\|30.28\|-5.61\|32.11\|32.42\|30.16\|137434;2026-07-07\|29.70\|-1.92\|30.21\|31.30\|29.28\|97222;2026-07-08\|30.70\|3.37\|29.41\|31.19\|28.33\|182542;2026-07-09\|31.50\|2.61\|30.98\|31.67\|28.68\|171399;2026-07-10\|30.69\|-2.57\|31.34\|32.57\|30.61\|203233
114760	SK海力士尝试“以钼代钨”，助力NAND性能提升	石英砂+氯碱化工+锡钨钽行业原因： 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15日异动公告及2026年5月18日机构调研，公司子公司广西有色栗木矿业投资实施的60万吨/年采矿改造工程、150万吨/年选矿项目及钽铌钨、锡资源冶炼综合利用技改项目一期工程正按计划推进建设，尚未达产达效。 2、据2026年5月18日机构调研，公司石英砂项目正根据客户需求持续进行工艺改进、调试与认证，截至目前尚未形成业绩。 3、据2026年4月25日年报，公司深耕氯碱行业五十余载，目前主营业务仍为氯碱化工，主导产品为聚氯乙烯树脂PVC和碱产品，“金路”牌聚氯乙烯树脂被确定为大商所PVC期货指定交割品牌。 4、据2026年6月2日公告，公司第一大股东、实际控制人、董事长刘江东基于自身资金需求已得到解决，决定提前终止减持计划。	1、公司控股子公司广西有色栗木矿业主要从事钽、铌、铅、锌、铜等有色金属及非金属的采矿、选矿、冶炼业务； 2、公司高纯石英砂中试正在进行中，中试阶段的纯度大于5N，5N高纯石英砂是半导体芯片制造（石英坩埚、石英器件）、光伏单晶硅拉制（石英坩埚）、高端光学器件等领域的关键材料	2026-03-03\|20.93\|-6.77\|23.41\|23.50\|20.48\|1198116;2026-03-04\|20.24\|-3.30\|19.83\|21.63\|19.83\|692229;2026-03-05\|19.89\|-1.73\|20.64\|20.80\|19.68\|489923;2026-03-06\|20.17\|1.41\|20.05\|21.03\|19.81\|628214;2026-03-09\|19.24\|-4.61\|19.63\|19.79\|18.20\|560998;2026-03-10\|18.99\|-1.30\|19.66\|19.86\|18.81\|491327;2026-03-11\|18.84\|-0.79\|19.19\|20.22\|18.84\|533382;2026-03-12\|18.28\|-2.97\|18.84\|18.96\|18.03\|452733;2026-03-13\|16.83\|-7.93\|18.00\|18.19\|16.66\|684847;2026-03-16\|16.76\|-0.42\|16.88\|17.19\|16.00\|489160;2026-03-17\|16.65\|-0.66\|16.88\|17.52\|16.64\|454699;2026-03-18\|16.64\|-0.06\|16.68\|16.87\|16.10\|340034;2026-03-19\|14.98\|-9.98\|16.00\|16.27\|14.98\|566906;2026-03-20\|15.26\|1.87\|15.34\|15.91\|15.15\|612644;2026-03-23\|14.00\|-8.26\|14.44\|14.90\|13.78\|781708;2026-03-24\|14.73\|5.21\|14.50\|14.81\|13.87\|557765;2026-03-25\|14.80\|0.48\|15.40\|15.69\|14.72\|598411;2026-03-26\|13.99\|-5.47\|14.81\|14.90\|13.90\|513617;2026-03-27\|14.86\|6.22\|13.92\|15.20\|13.89\|587969;2026-03-30\|15.15\|1.95\|14.70\|15.38\|14.38\|569786;2026-03-31\|14.75\|-2.64\|15.27\|15.56\|14.70\|364119;2026-04-01\|15.02\|1.83\|15.25\|15.68\|14.88\|424400;2026-04-02\|14.12\|-5.99\|14.71\|14.87\|13.90\|428685;2026-04-03\|13.99\|-0.92\|14.37\|14.43\|13.78\|322009;2026-04-07\|14.36\|2.64\|14.07\|14.60\|14.07\|331490;2026-04-08\|15.62\|8.77\|15.00\|15.73\|14.87\|642659;2026-04-09\|15.36\|-1.66\|15.32\|15.85\|14.85\|446689;2026-04-10\|14.66\|-4.56\|15.36\|15.75\|14.62\|493717;2026-04-13\|14.51\|-1.02\|14.31\|14.74\|14.31\|351480;2026-04-14\|14.92\|2.83\|14.80\|15.10\|14.55\|371860;2026-04-15\|14.38\|-3.62\|15.79\|15.81\|14.35\|575837;2026-04-16\|15.15\|5.35\|14.38\|15.20\|13.90\|601985;2026-04-17\|15.03\|-0.79\|15.00\|15.23\|14.70\|402750;2026-04-20\|15.10\|0.47\|14.87\|15.44\|14.55\|447212;2026-04-21\|14.90\|-1.32\|15.03\|15.35\|14.43\|436690;2026-04-22\|14.75\|-1.01\|14.79\|15.09\|14.56\|376607;2026-04-23\|13.62\|-7.66\|14.68\|14.79\|13.35\|750924;2026-04-24\|13.75\|0.95\|13.42\|13.90\|13.18\|461747;2026-04-27\|13.08\|-4.87\|13.68\|13.86\|12.89\|453879;2026-04-28\|13.20\|0.92\|13.01\|13.34\|12.71\|442400;2026-04-29\|13.94\|5.61\|13.07\|14.23\|13.00\|454920;2026-04-30\|14.14\|1.43\|13.94\|14.28\|13.80\|307916;2026-05-06\|15.45\|9.26\|14.11\|15.52\|13.99\|615585;2026-05-07\|16.63\|7.64\|16.35\|16.77\|15.74\|816149;2026-05-08\|16.44\|-1.14\|16.41\|17.00\|16.09\|524330;2026-05-11\|16.71\|1.64\|16.46\|17.10\|16.02\|568098;2026-05-12\|16.65\|-0.36\|17.21\|17.44\|16.51\|425385;2026-05-13\|16.61\|-0.24\|16.85\|17.15\|16.31\|408926;2026-05-14\|14.95\|-9.99\|16.77\|17.12\|14.95\|758523;2026-05-15\|14.03\|-6.15\|14.75\|14.90\|13.85\|608528;2026-05-18\|13.82\|-1.50\|13.88\|14.19\|13.37\|370976;2026-05-19\|13.73\|-0.65\|13.82\|13.98\|13.17\|396563;2026-05-20\|13.40\|-2.40\|13.60\|13.74\|13.20\|361040;2026-05-21\|13.58\|1.34\|13.75\|14.56\|13.56\|566582;2026-05-22\|14.94\|10.01\|13.90\|14.94\|13.60\|323628;2026-05-25\|16.43\|9.97\|15.62\|16.43\|15.60\|1149298;2026-05-26\|18.07\|9.98\|16.55\|18.07\|16.19\|823586;2026-05-27\|18.00\|-0.39\|18.59\|19.32\|17.90\|1171087;2026-05-28\|17.75\|-1.39\|17.92\|18.21\|17.20\|720615;2026-05-29\|16.65\|-6.20\|17.82\|17.98\|16.39\|596796;2026-06-01\|18.32\|10.03\|16.70\|18.32\|16.69\|283743;2026-06-02\|19.58\|6.88\|18.40\|19.75\|17.62\|1132674;2026-06-03\|19.18\|-2.04\|19.56\|20.08\|18.81\|719170;2026-06-04\|19.23\|0.26\|18.87\|19.73\|18.42\|503578;2026-06-05\|18.50\|-3.80\|18.65\|19.14\|18.17\|416173;2026-06-08\|16.78\|-9.30\|17.30\|17.65\|16.65\|520703;2026-06-09\|16.80\|0.12\|17.28\|17.29\|16.02\|534877;2026-06-10\|16.01\|-4.70\|16.42\|17.05\|15.62\|434734;2026-06-11\|17.61\|9.99\|15.93\|17.61\|15.68\|340417;2026-06-12\|19.37\|9.99\|18.21\|19.37\|18.21\|727202;2026-06-15\|21.31\|10.02\|21.30\|21.31\|21.27\|164743;2026-06-16\|22.95\|7.70\|22.00\|23.28\|21.35\|1232268;2026-06-17\|22.02\|-4.05\|22.71\|22.94\|21.48\|857102;2026-06-18\|22.10\|0.36\|21.93\|22.38\|21.46\|549231;2026-06-22\|24.31\|10.00\|21.70\|24.31\|21.50\|268281;2026-06-23\|24.10\|-0.86\|24.89\|25.91\|23.65\|1005458;2026-06-24\|24.53\|1.78\|23.67\|24.96\|23.40\|663168;2026-06-25\|26.00\|5.99\|24.29\|26.50\|23.41\|689430;2026-06-26\|25.33\|-2.58\|25.94\|26.60\|24.10\|499200;2026-06-29\|26.30\|3.83\|25.16\|27.85\|24.75\|708339;2026-06-30\|24.84\|-5.55\|25.36\|25.58\|23.80\|719610;2026-07-01\|24.76\|-0.32\|24.56\|27.32\|24.39\|967181;2026-07-02\|22.89\|-7.55\|24.48\|25.00\|22.65\|737873;2026-07-03\|22.03\|-3.76\|23.50\|23.60\|21.75\|546212;2026-07-06\|20.71\|-5.99\|21.79\|22.69\|20.40\|531299;2026-07-07\|19.68\|-4.97\|20.63\|21.44\|19.50\|425013;2026-07-08\|19.43\|-1.27\|19.71\|20.82\|18.84\|545207;2026-07-09\|19.48\|0.26\|19.37\|20.08\|18.45\|479980;2026-07-10\|18.90\|-2.98\|19.52\|20.15\|18.76\|440375
114759	SpaceX将在纳斯达克挂牌，成为人类历史上规模最高的IPO	聚酯薄膜+碳纤维+消费电子 1、据2025年年度报告，控股子公司和兴碳纤维年产350吨M级碳纤维项目仍处于建设阶段，公司正推进后续建设与运营，计划未来实现T800级高性能碳纤维产品认证及批量供货。 2、据2025年6月25日互动易，公司差异化BOPET薄膜与多家知名消费电子品牌产业链企业保持长期稳定合作，有色光电基膜直接用于消费电子制程及组件。 3、据2025年年度报告，公司聚酯薄膜年产能11.5万吨，核心产品有色光电基膜、透明功能膜等聚焦消费电子、汽车、新能源高端场景，2025年销量提升带动现金流改善。	公司高性能碳纤维基材具备切入商业航天领域的潜在空间，可用于卫星、火箭等核心结构部件	2026-03-03\|58.67\|-3.96\|61.34\|62.25\|58.54\|10259;2026-03-04\|60.92\|3.83\|57.45\|61.58\|57.30\|10485;2026-03-05\|63.31\|3.92\|61.60\|64.60\|61.18\|12537;2026-03-06\|62.99\|-0.51\|63.22\|64.72\|62.69\|5950;2026-03-09\|63.17\|0.29\|63.89\|63.89\|59.90\|10261;2026-03-10\|65.09\|3.04\|63.21\|65.44\|62.51\|9806;2026-03-11\|64.31\|-1.20\|65.01\|65.80\|63.50\|9004;2026-03-12\|64.08\|-0.36\|65.50\|67.64\|63.97\|16324;2026-03-13\|60.88\|-4.99\|63.90\|64.36\|60.79\|13453;2026-03-16\|60.90\|0.03\|62.00\|63.80\|60.50\|10675;2026-03-17\|57.18\|-6.11\|62.11\|62.11\|57.05\|13916;2026-03-18\|58.15\|1.70\|57.47\|58.60\|56.54\|10906;2026-03-19\|57.22\|-1.60\|56.46\|58.89\|56.20\|10962;2026-03-20\|55.97\|-2.18\|57.78\|58.50\|55.61\|6335;2026-03-23\|50.30\|-10.13\|54.68\|56.00\|49.90\|16913;2026-03-24\|52.50\|4.37\|52.75\|52.75\|49.89\|11880;2026-03-25\|53.32\|1.56\|52.76\|54.52\|52.76\|6580;2026-03-26\|53.36\|0.07\|53.50\|54.44\|52.49\|10611;2026-03-27\|53.90\|1.01\|53.24\|54.50\|52.16\|6539;2026-03-30\|54.53\|1.17\|53.57\|54.89\|52.81\|6896;2026-03-31\|51.81\|-4.99\|55.79\|55.79\|51.81\|12028;2026-04-01\|52.71\|1.74\|52.90\|53.91\|52.45\|8716;2026-04-02\|51.66\|-1.99\|52.95\|52.95\|51.21\|6663;2026-04-03\|51.80\|0.27\|51.91\|52.61\|50.68\|6037;2026-04-07\|51.98\|0.35\|51.98\|52.65\|51.33\|5927;2026-04-08\|55.59\|6.95\|53.54\|56.41\|52.51\|11612;2026-04-09\|54.47\|-2.01\|55.48\|55.53\|53.80\|7215;2026-04-10\|56.54\|3.80\|54.52\|58.02\|54.52\|12557;2026-04-13\|57.37\|1.47\|56.44\|58.31\|55.03\|12136;2026-04-14\|58.10\|1.27\|57.95\|59.18\|57.10\|9042;2026-04-15\|58.58\|0.83\|58.40\|60.34\|57.44\|10491;2026-04-16\|59.31\|1.25\|59.98\|59.98\|58.28\|8344;2026-04-17\|71.17\|20.00\|59.35\|71.17\|58.57\|44811;2026-04-20\|69.47\|-2.39\|68.31\|70.32\|66.13\|50188;2026-04-21\|67.51\|-2.82\|69.47\|70.90\|66.91\|27429;2026-04-22\|68.93\|2.10\|67.33\|69.34\|66.41\|19912;2026-04-23\|71.87\|4.27\|77.69\|80.90\|70.53\|88474;2026-04-24\|67.30\|-6.36\|71.04\|73.18\|64.98\|63423;2026-04-27\|65.71\|-2.36\|67.00\|68.18\|65.30\|24883;2026-04-28\|71.16\|8.29\|65.63\|71.70\|64.32\|43234;2026-04-29\|69.45\|-2.40\|69.92\|70.90\|68.60\|19762;2026-04-30\|67.66\|-2.58\|68.80\|69.90\|66.80\|19417;2026-05-06\|68.33\|0.99\|68.60\|69.47\|66.80\|21770;2026-05-07\|70.55\|3.25\|68.60\|70.76\|67.86\|19022;2026-05-08\|73.04\|3.53\|70.63\|75.56\|70.10\|24834;2026-05-11\|76.00\|4.05\|73.15\|77.77\|71.00\|29798;2026-05-12\|72.62\|-4.45\|75.90\|75.90\|71.62\|22358;2026-05-13\|73.33\|0.98\|72.62\|75.49\|71.58\|24221;2026-05-14\|72.66\|-0.91\|76.53\|78.00\|72.60\|31640;2026-05-15\|71.00\|-2.28\|72.52\|73.34\|69.77\|20992;2026-05-18\|70.66\|-0.48\|70.28\|73.00\|69.90\|14291;2026-05-19\|72.44\|2.52\|70.66\|72.72\|70.62\|13659;2026-05-20\|71.40\|-1.44\|72.45\|76.00\|70.03\|20920;2026-05-21\|68.90\|-3.50\|71.23\|73.02\|67.87\|23724;2026-05-22\|73.86\|7.20\|69.23\|74.41\|68.07\|24838;2026-05-25\|74.69\|1.12\|76.30\|78.88\|73.63\|27130;2026-05-26\|74.55\|-0.19\|75.88\|78.20\|72.21\|28999;2026-05-27\|73.78\|-1.03\|74.77\|75.88\|72.10\|22083;2026-05-28\|76.07\|3.10\|73.00\|78.50\|72.11\|38448;2026-05-29\|68.50\|-9.95\|75.96\|75.96\|67.70\|40855;2026-06-01\|66.28\|-3.24\|68.09\|69.77\|65.49\|18516;2026-06-02\|61.33\|-7.47\|65.98\|67.38\|59.86\|31440;2026-06-03\|61.52\|0.31\|60.43\|63.48\|60.43\|22225;2026-06-04\|64.00\|4.03\|60.87\|65.80\|59.17\|29168;2026-06-05\|64.52\|0.81\|64.00\|66.88\|62.08\|23741;2026-06-08\|60.75\|-5.84\|61.61\|66.00\|60.39\|23267;2026-06-09\|62.55\|2.96\|60.57\|64.49\|60.57\|17603;2026-06-10\|61.25\|-2.08\|62.00\|62.00\|59.50\|15139;2026-06-11\|62.98\|2.82\|61.25\|66.66\|58.88\|26655;2026-06-12\|61.02\|-3.11\|63.84\|65.76\|60.63\|22681;2026-06-15\|67.32\|10.32\|64.01\|68.76\|62.00\|34492;2026-06-16\|68.97\|2.45\|67.32\|70.50\|66.33\|20515;2026-06-17\|72.24\|4.74\|67.94\|73.15\|67.94\|24128;2026-06-18\|70.45\|-2.48\|72.55\|72.55\|69.36\|16995;2026-06-22\|61.94\|-12.08\|71.00\|72.00\|60.00\|35147;2026-06-23\|73.09\|18.00\|60.82\|74.00\|60.33\|64970;2026-06-24\|73.25\|0.22\|72.36\|74.69\|68.50\|56254;2026-06-25\|74.22\|1.32\|71.39\|80.10\|71.39\|56535;2026-06-26\|71.53\|-3.62\|74.04\|75.74\|70.00\|36329;2026-06-29\|73.87\|3.27\|71.90\|80.09\|71.90\|49219;2026-06-30\|74.08\|0.28\|73.69\|78.88\|71.65\|39945;2026-07-01\|78.30\|5.70\|74.02\|80.45\|73.04\|62482;2026-07-02\|80.37\|2.64\|75.99\|83.11\|74.16\|56183;2026-07-03\|74.80\|-6.93\|78.92\|81.99\|73.45\|42347;2026-07-06\|74.15\|-0.87\|75.00\|80.00\|73.00\|54131;2026-07-07\|85.00\|14.63\|77.50\|87.64\|77.50\|89720;2026-07-08\|69.41\|-18.34\|84.00\|84.00\|68.20\|85966;2026-07-09\|67.92\|-2.15\|67.00\|69.41\|63.69\|49346;2026-07-10\|67.49\|-0.63\|68.78\|69.48\|65.54\|29654
114758	SpaceX将在纳斯达克挂牌，成为人类历史上规模最高的IPO	涨停揭秘：全资子公司通宇航空为成飞核心供应商，海富光子量子激光雷达契合航天遥感与量子科技双重热点；涨停缘由：成都航空制造基地2024年投产释放产能；量子探测激光雷达已用于大气监测卫星载荷；深度参与C919产业链；资金逻辑：资金沿航天产业链向中下游延伸，优先选择有量产能力+技术卡位的平台型公司，机构与游资协同推升；风险提示：航空零部件业务受主机厂交付节奏影响大；量子业务尚处产业化初期，收入占比低且盈利模式未清晰	1、全资子公司通宇航空是成飞集团的供应商，已成为国内主机厂商核心供应商，成都航空制造基地2024年落成并投产，产能扩张推动航空零部件业务持续增长 2、控股子公司海富光子研制的量子探测激光雷达用于大气探测与环境监测，契合量子科技热点	2026-03-03\|12.00\|-6.61\|12.92\|13.08\|11.96\|331671;2026-03-04\|13.02\|8.50\|12.00\|13.40\|12.00\|524731;2026-03-05\|13.25\|1.77\|13.65\|13.75\|13.17\|347580;2026-03-06\|13.23\|-0.15\|13.15\|13.49\|13.01\|237544;2026-03-09\|12.90\|-2.49\|12.83\|13.06\|12.30\|317044;2026-03-10\|13.39\|3.80\|13.06\|13.48\|12.95\|260890;2026-03-11\|12.84\|-4.11\|13.37\|13.50\|12.82\|240027;2026-03-12\|12.38\|-3.58\|12.87\|12.90\|12.21\|265322;2026-03-13\|12.93\|4.44\|12.38\|13.15\|12.20\|317817;2026-03-16\|12.93\|0.00\|12.88\|12.97\|12.40\|219735;2026-03-17\|12.32\|-4.72\|13.10\|13.28\|12.28\|227835;2026-03-18\|12.45\|1.06\|12.36\|12.53\|12.20\|123759;2026-03-19\|11.95\|-4.02\|12.28\|12.40\|11.80\|195049;2026-03-20\|11.23\|-6.03\|12.01\|12.08\|11.13\|272451;2026-03-23\|10.11\|-9.97\|11.12\|11.12\|9.95\|304680;2026-03-24\|10.76\|6.43\|10.61\|10.78\|10.10\|233900;2026-03-25\|11.16\|3.72\|10.84\|11.40\|10.80\|197202;2026-03-26\|10.79\|-3.32\|11.07\|11.09\|10.65\|168219;2026-03-27\|11.01\|2.04\|10.58\|11.16\|10.58\|152931;2026-03-30\|10.93\|-0.73\|10.90\|10.98\|10.60\|131100;2026-03-31\|10.79\|-1.28\|10.91\|11.22\|10.78\|148102;2026-04-01\|11.12\|3.06\|11.20\|11.38\|11.02\|176855;2026-04-02\|11.18\|0.54\|11.03\|11.35\|10.94\|176881;2026-04-03\|10.92\|-2.33\|11.32\|11.58\|10.90\|166833;2026-04-07\|10.92\|0.00\|10.98\|11.19\|10.84\|123190;2026-04-08\|12.28\|12.45\|11.25\|12.38\|11.20\|376667;2026-04-09\|12.87\|4.80\|12.06\|13.28\|12.06\|479126;2026-04-10\|12.70\|-1.32\|12.82\|13.12\|12.67\|283431;2026-04-13\|12.47\|-1.81\|12.51\|12.75\|12.36\|183551;2026-04-14\|12.32\|-1.20\|12.72\|12.74\|12.20\|213020;2026-04-15\|12.05\|-2.19\|12.35\|12.52\|11.97\|229315;2026-04-16\|11.98\|-0.58\|12.03\|12.18\|11.78\|200607;2026-04-17\|11.86\|-1.00\|11.91\|12.19\|11.80\|183023;2026-04-20\|11.76\|-0.84\|11.81\|11.88\|11.54\|176642;2026-04-21\|11.90\|1.19\|11.71\|12.07\|11.44\|185022;2026-04-22\|12.19\|2.44\|11.92\|12.41\|11.77\|251645;2026-04-23\|11.68\|-4.18\|12.15\|12.25\|11.63\|217334;2026-04-24\|11.32\|-3.08\|11.56\|11.76\|11.26\|170781;2026-04-27\|11.21\|-0.97\|11.30\|11.39\|11.02\|154283;2026-04-28\|10.90\|-2.77\|11.11\|11.20\|10.81\|158884;2026-04-29\|11.03\|1.19\|10.80\|11.17\|10.80\|137624;2026-04-30\|10.99\|-0.36\|11.05\|11.25\|10.84\|159753;2026-05-06\|11.20\|1.91\|11.05\|11.36\|10.90\|251232;2026-05-07\|11.95\|6.70\|11.27\|12.08\|11.19\|317760;2026-05-08\|11.73\|-1.84\|11.88\|11.88\|11.52\|196811;2026-05-11\|11.74\|0.09\|11.76\|11.96\|11.41\|231652;2026-05-12\|12.05\|2.64\|11.70\|12.10\|11.58\|277022;2026-05-13\|11.98\|-0.58\|11.90\|12.11\|11.67\|251520;2026-05-14\|11.60\|-3.17\|11.98\|12.07\|11.56\|198100;2026-05-15\|11.33\|-2.33\|11.60\|11.76\|11.21\|186464;2026-05-18\|11.41\|0.71\|11.31\|11.66\|11.15\|185834;2026-05-19\|11.41\|0.00\|11.45\|11.45\|11.01\|171419;2026-05-20\|11.41\|0.00\|11.31\|11.63\|11.11\|158098;2026-05-21\|10.77\|-5.61\|11.55\|11.79\|10.70\|267428;2026-05-22\|10.91\|1.30\|10.92\|11.08\|10.63\|177330;2026-05-25\|10.86\|-0.46\|10.90\|11.04\|10.59\|197642;2026-05-26\|10.50\|-3.31\|11.09\|11.10\|10.35\|229410;2026-05-27\|10.30\|-1.90\|10.49\|10.63\|10.21\|191380;2026-05-28\|11.13\|8.06\|10.26\|11.42\|10.11\|275074;2026-05-29\|11.09\|-0.36\|11.33\|12.25\|11.00\|429233;2026-06-01\|11.01\|-0.72\|11.14\|11.19\|10.63\|280787;2026-06-02\|11.02\|0.09\|10.98\|11.24\|10.86\|194232;2026-06-03\|11.29\|2.45\|10.97\|11.73\|10.85\|380505;2026-06-04\|10.85\|-3.90\|10.98\|11.20\|10.57\|276625;2026-06-05\|10.81\|-0.37\|10.82\|11.27\|10.55\|248412;2026-06-08\|10.13\|-6.29\|10.46\|10.81\|10.00\|221665;2026-06-09\|10.50\|3.65\|10.23\|10.58\|10.00\|201319;2026-06-10\|10.00\|-4.76\|10.29\|10.37\|9.89\|199136;2026-06-11\|9.95\|-0.50\|9.90\|10.18\|9.85\|138666;2026-06-12\|9.77\|-1.81\|10.08\|10.26\|9.71\|162980;2026-06-15\|10.85\|11.05\|9.86\|10.88\|9.80\|344606;2026-06-16\|11.30\|4.15\|10.85\|11.44\|10.52\|293030;2026-06-17\|11.35\|0.44\|11.06\|11.59\|11.01\|235825;2026-06-18\|10.78\|-5.02\|11.25\|11.45\|10.68\|273303;2026-06-22\|11.31\|4.92\|10.78\|11.33\|10.52\|328286;2026-06-23\|11.33\|0.18\|11.25\|11.58\|10.89\|257640;2026-06-24\|11.68\|3.09\|11.15\|11.88\|11.15\|337743;2026-06-25\|13.55\|16.01\|11.90\|14.02\|11.85\|1137796;2026-06-26\|12.40\|-8.49\|13.60\|13.77\|12.31\|870025;2026-06-29\|11.90\|-4.03\|12.69\|12.95\|11.45\|645874;2026-06-30\|11.90\|0.00\|11.75\|12.15\|11.36\|426317;2026-07-01\|11.60\|-2.52\|11.93\|12.24\|11.36\|534337;2026-07-02\|11.37\|-1.98\|11.21\|12.09\|10.87\|502314;2026-07-03\|11.43\|0.53\|11.48\|11.70\|11.05\|299167;2026-07-06\|10.73\|-6.12\|11.40\|11.69\|10.63\|360635;2026-07-07\|10.30\|-4.01\|10.54\|10.88\|10.19\|256710;2026-07-08\|9.96\|-3.30\|10.39\|10.39\|9.81\|245327;2026-07-09\|10.07\|1.10\|9.96\|10.32\|9.73\|215150;2026-07-10\|9.93\|-1.39\|10.00\|10.50\|9.91\|248000
114757	SpaceX将在纳斯达克挂牌，成为人类历史上规模最高的IPO	涨停揭秘：中国航天真空收纳产品独家供应商，28次入轨验证，SpaceX IPO催化商业航天热度再升温；涨停缘由：为中国航天真空收纳产品独家供应商，技术成熟且具备在轨驻留保障能力；SpaceX拟纳斯达克IPO引爆全球商业航天投资情绪；细分领域高壁垒+强确定性；资金逻辑：资金聚焦航天硬科技稀缺标的，小市值+高辨识度+零机构覆盖，游资主导快速拉升，6月15日涨停封单超15万手；风险提示：业务高度集中于单一客户，营收结构单一；2026年一季报未披露，业绩弹性缺乏数据支撑	公司为中国航天真空收纳产品独家供应商，相关产品已28次进入太空，具备商业航天在轨驻留保障能力，技术成熟度与细分领域壁垒显著	2026-03-03\|60.35\|0.03\|59.99\|63.61\|59.89\|28993;2026-03-04\|61.17\|1.36\|59.50\|61.39\|59.00\|16265;2026-03-05\|62.47\|2.13\|61.59\|63.48\|61.02\|18758;2026-03-06\|65.23\|4.42\|62.00\|65.73\|62.00\|28230;2026-03-09\|63.53\|-2.61\|63.50\|66.12\|60.50\|32998;2026-03-10\|68.58\|7.95\|63.60\|69.00\|63.50\|34660;2026-03-11\|66.56\|-2.95\|67.49\|69.00\|65.37\|25982;2026-03-12\|64.23\|-3.50\|67.65\|69.18\|63.30\|22759;2026-03-13\|63.98\|-0.39\|64.59\|64.99\|62.30\|15506;2026-03-16\|61.49\|-3.89\|63.41\|65.77\|59.82\|15754;2026-03-17\|59.60\|-3.07\|62.12\|62.20\|59.37\|11512;2026-03-18\|61.20\|2.68\|59.80\|61.60\|59.20\|10898;2026-03-19\|60.25\|-1.55\|60.29\|61.00\|59.60\|8832;2026-03-20\|59.38\|-1.44\|60.23\|61.48\|59.30\|11135;2026-03-23\|57.42\|-3.30\|57.18\|61.40\|56.11\|20202;2026-03-24\|59.65\|3.88\|58.96\|59.92\|57.55\|11795;2026-03-25\|60.15\|0.84\|59.66\|61.19\|59.23\|10257;2026-03-26\|59.44\|-1.18\|60.00\|60.69\|58.36\|8670;2026-03-27\|58.59\|-1.43\|58.66\|60.20\|57.37\|10561;2026-03-30\|58.00\|-1.01\|58.08\|59.19\|57.75\|8573;2026-03-31\|56.29\|-2.95\|57.98\|59.80\|56.26\|12519;2026-04-01\|57.41\|1.99\|57.07\|58.63\|57.07\|8916;2026-04-02\|54.28\|-5.45\|58.27\|58.27\|53.75\|16889;2026-04-03\|51.90\|-4.38\|54.21\|54.64\|50.82\|18039;2026-04-07\|50.07\|-3.53\|52.49\|52.90\|49.95\|16603;2026-04-08\|52.10\|4.05\|51.04\|52.49\|50.90\|12659;2026-04-09\|50.48\|-3.11\|52.00\|52.00\|49.30\|16742;2026-04-10\|49.03\|-2.87\|50.97\|51.30\|48.91\|22598;2026-04-13\|47.88\|-2.35\|48.78\|49.03\|47.39\|15882;2026-04-14\|49.37\|3.11\|48.29\|50.20\|47.56\|40897;2026-04-15\|48.75\|-1.26\|49.41\|49.99\|48.40\|22736;2026-04-16\|48.83\|0.16\|48.51\|49.75\|48.38\|15049;2026-04-17\|49.54\|1.45\|48.50\|49.73\|47.69\|17504;2026-04-20\|48.98\|-1.13\|49.53\|49.78\|48.62\|15826;2026-04-21\|48.13\|-1.74\|48.95\|48.96\|47.56\|17419;2026-04-22\|47.63\|-1.04\|47.94\|48.40\|47.20\|16870;2026-04-23\|45.40\|-4.68\|47.84\|47.84\|45.09\|20806;2026-04-24\|44.79\|-1.34\|45.32\|45.70\|44.17\|13769;2026-04-27\|45.27\|1.07\|44.99\|45.50\|43.55\|15043;2026-04-28\|44.03\|-2.74\|45.13\|45.13\|43.40\|15452;2026-04-29\|44.09\|0.14\|43.72\|44.49\|43.10\|14807;2026-04-30\|44.62\|1.20\|44.84\|44.99\|44.14\|12854;2026-05-06\|43.85\|-1.73\|45.04\|45.06\|43.73\|20345;2026-05-07\|45.75\|4.33\|44.44\|46.49\|44.29\|32182;2026-05-08\|49.67\|8.57\|45.35\|50.00\|45.13\|47324;2026-05-11\|51.10\|2.88\|49.60\|52.50\|48.77\|51431;2026-05-12\|50.32\|-1.53\|50.73\|52.40\|49.76\|24679;2026-05-13\|49.40\|-1.83\|50.30\|50.59\|49.26\|20256;2026-05-14\|47.38\|-3.60\|49.20\|49.65\|47.38\|18678;2026-05-15\|46.23\|-2.43\|47.24\|48.13\|45.58\|23236;2026-05-18\|46.10\|-0.28\|46.00\|46.59\|45.65\|13642;2026-05-19\|50.52\|9.59\|47.00\|51.20\|46.34\|43558;2026-05-20\|49.73\|-1.56\|50.00\|51.62\|49.36\|24857;2026-05-21\|47.41\|-4.67\|49.50\|49.66\|47.40\|20202;2026-05-22\|48.92\|3.19\|47.41\|51.09\|47.00\|26918;2026-05-25\|48.24\|-1.39\|48.48\|50.61\|47.58\|20108;2026-05-26\|48.72\|0.99\|48.40\|49.71\|45.16\|34888;2026-05-27\|46.08\|-5.42\|48.01\|48.33\|45.90\|22982;2026-05-28\|46.47\|0.85\|46.50\|46.88\|45.00\|12230;2026-05-29\|45.00\|-3.16\|46.47\|46.80\|44.53\|15895;2026-06-01\|46.22\|2.71\|44.61\|46.86\|44.31\|13948;2026-06-02\|45.10\|-2.42\|45.89\|46.64\|44.30\|10211;2026-06-03\|44.44\|-1.46\|45.87\|46.15\|43.80\|16376;2026-06-04\|43.70\|-1.67\|44.03\|45.00\|43.17\|12290;2026-06-05\|43.60\|-0.23\|43.70\|44.70\|42.14\|12675;2026-06-08\|41.58\|-4.63\|42.38\|43.60\|41.01\|11998;2026-06-09\|41.39\|-0.46\|42.41\|42.49\|41.08\|8032;2026-06-10\|41.59\|0.48\|41.16\|42.30\|40.50\|9649;2026-06-11\|42.44\|2.04\|41.54\|42.69\|40.80\|11961;2026-06-12\|43.23\|1.86\|42.70\|45.85\|42.13\|18871;2026-06-15\|48.10\|11.27\|43.30\|48.88\|42.90\|42143;2026-06-16\|46.94\|-2.41\|48.12\|49.18\|46.77\|19440;2026-06-17\|46.61\|-0.70\|46.63\|47.99\|45.77\|17967;2026-06-18\|46.13\|-1.03\|46.46\|47.14\|45.78\|11292;2026-06-22\|43.29\|-6.16\|45.83\|46.36\|42.10\|19651;2026-06-23\|42.55\|-1.71\|42.93\|43.43\|42.18\|14900;2026-06-24\|42.17\|-0.89\|42.10\|43.11\|40.93\|13255;2026-06-25\|40.32\|-4.39\|42.53\|42.96\|39.69\|16102;2026-06-26\|39.20\|-2.78\|39.60\|40.68\|38.62\|14934;2026-06-29\|38.90\|-0.77\|39.00\|39.22\|37.27\|13571;2026-06-30\|39.60\|1.80\|38.90\|39.65\|38.17\|10149;2026-07-01\|40.79\|3.01\|39.83\|41.99\|38.91\|14836;2026-07-02\|41.10\|0.76\|40.32\|42.53\|40.11\|25530;2026-07-03\|41.08\|-0.05\|41.70\|42.86\|40.96\|15851;2026-07-06\|44.52\|8.37\|41.98\|46.64\|41.89\|31379;2026-07-07\|48.00\|7.82\|43.62\|49.60\|43.50\|47301;2026-07-08\|44.24\|-7.83\|46.33\|48.24\|44.00\|29009;2026-07-09\|41.15\|-6.98\|43.20\|44.68\|40.50\|24920;2026-07-10\|42.89\|4.23\|40.70\|45.36\|40.50\|22704
114756	SpaceX将在纳斯达克挂牌，成为人类历史上规模最高的IPO	商业航天+军工传感器+供货BE+流体控制阀行业原因： 1、2月25日，民营商业航天龙头蓝箭航天在其官方微信号发文称，朱雀三号火箭计划于2026年第二季度再次开展回收试验，并根据回收试验情况，争取于第四季度尝试首次回收复用飞行。 2、为更便捷部署专用于人工智能的数据中心卫星网络，SpaceX首席执行官埃隆·马斯克设想，从月球用电磁弹射方式向地球轨道发射卫星。公司原因： 1、据2025年11月14日公告，拟收购的春晖仪表低轨卫星用卫星解除装置已完成商务谈判并正在进行小批量供货，已申请星座计划对应市场空间预计约6.5亿元。 2、据2026年1月26日互动易，春晖仪表为公司参股公司，其为BE公司提供温度传感器。 3、据2025年11月14日公告，春晖仪表已取得军工业务相应许可资质，产品覆盖国内军工航空航天主要研制单位。 4、据2025年4月22日公告，公司主营流体控制阀和控制系统，在燃气壁挂炉供热控制领域的高档水路控制阀市场处于优势地位。	1、公司通过参股并拟全资收购的春晖仪表供应卫星电磁解除装置、航天级温度传感器等，已小批量供货星网、银河航天等； 2、公司研发的氢气电磁阀、调压阀等产品，能够精确控制氢气的流量和压力，确保氢燃料电池汽车供氢系统的稳定运行	2026-03-03\|34.14\|-7.20\|37.07\|37.35\|34.00\|187320;2026-03-04\|33.49\|-1.90\|33.30\|35.19\|33.08\|159458;2026-03-05\|34.89\|4.18\|34.10\|35.40\|33.48\|185728;2026-03-06\|35.98\|3.12\|34.08\|36.60\|32.44\|212646;2026-03-09\|34.63\|-3.75\|34.00\|34.89\|33.00\|140981;2026-03-10\|35.25\|1.79\|34.97\|36.58\|34.95\|152440;2026-03-11\|36.35\|3.12\|35.24\|36.38\|34.19\|163993;2026-03-12\|38.00\|4.54\|35.70\|38.85\|35.70\|255154;2026-03-13\|33.39\|-12.13\|36.85\|37.13\|33.35\|190787;2026-03-16\|30.18\|-9.61\|32.20\|32.67\|29.36\|216179;2026-03-17\|28.94\|-4.11\|29.84\|30.24\|28.80\|116600;2026-03-18\|32.18\|11.20\|29.52\|33.13\|29.20\|188629;2026-03-19\|30.13\|-6.37\|31.38\|31.60\|29.90\|112344;2026-03-20\|29.32\|-2.69\|30.43\|30.99\|29.30\|88662;2026-03-23\|27.38\|-6.62\|28.61\|29.80\|27.06\|108931;2026-03-24\|27.86\|1.75\|28.45\|28.62\|26.93\|81204;2026-03-25\|27.61\|-0.90\|28.11\|29.06\|27.42\|85202;2026-03-26\|28.42\|2.93\|28.15\|29.66\|27.26\|145850;2026-03-27\|27.95\|-1.65\|27.62\|28.45\|27.53\|85046;2026-03-30\|28.95\|3.58\|27.19\|29.20\|27.19\|115747;2026-03-31\|27.58\|-4.73\|28.84\|29.49\|27.56\|100125;2026-04-01\|27.69\|0.40\|28.20\|28.65\|27.32\|73560;2026-04-02\|27.06\|-2.28\|27.47\|27.87\|26.79\|73744;2026-04-03\|26.10\|-3.55\|27.00\|27.20\|25.90\|75434;2026-04-07\|26.17\|0.27\|26.21\|26.74\|26.09\|48612;2026-04-08\|28.70\|9.67\|26.95\|28.99\|26.95\|99552;2026-04-09\|28.47\|-0.80\|28.46\|28.88\|27.72\|74938;2026-04-10\|29.08\|2.14\|28.75\|29.40\|28.46\|109547;2026-04-13\|29.50\|1.44\|28.79\|29.68\|28.00\|101935;2026-04-14\|33.80\|14.58\|33.22\|35.00\|32.25\|330578;2026-04-15\|31.02\|-8.22\|33.94\|34.10\|30.80\|231901;2026-04-16\|31.25\|0.74\|31.19\|31.51\|30.39\|138082;2026-04-17\|30.78\|-1.50\|30.72\|31.08\|30.60\|79524;2026-04-20\|30.67\|-0.36\|30.66\|31.00\|30.27\|109569;2026-04-21\|29.75\|-3.00\|30.57\|30.57\|29.54\|98861;2026-04-22\|30.25\|1.68\|29.16\|30.35\|29.01\|85136;2026-04-23\|29.54\|-2.35\|30.01\|30.61\|29.10\|73359;2026-04-24\|29.08\|-1.56\|29.25\|29.64\|28.62\|68616;2026-04-27\|28.85\|-0.79\|28.89\|29.30\|28.40\|49828;2026-04-28\|28.54\|-1.07\|28.88\|28.96\|27.55\|84479;2026-04-29\|29.23\|2.42\|28.96\|29.95\|28.08\|141389;2026-04-30\|28.44\|-2.70\|29.51\|29.51\|28.07\|102237;2026-05-06\|29.41\|3.41\|28.80\|30.25\|28.25\|118537;2026-05-07\|31.36\|6.63\|29.73\|32.35\|29.73\|155852;2026-05-08\|32.75\|4.43\|31.00\|33.00\|30.78\|176862;2026-05-11\|34.29\|4.70\|36.02\|36.50\|33.85\|305725;2026-05-12\|36.33\|5.95\|36.00\|38.38\|35.25\|222706;2026-05-13\|38.92\|7.13\|35.23\|40.20\|35.23\|233028;2026-05-14\|38.40\|-1.34\|40.00\|40.08\|38.01\|145669;2026-05-15\|38.82\|1.09\|38.85\|39.75\|38.01\|155823;2026-05-18\|37.69\|-2.91\|38.67\|38.95\|36.65\|141621;2026-05-19\|37.85\|0.42\|37.69\|38.66\|36.99\|97542;2026-05-20\|38.75\|2.38\|37.50\|38.97\|37.20\|89170;2026-05-21\|35.88\|-7.41\|39.14\|40.50\|35.50\|141148;2026-05-22\|40.11\|11.79\|37.70\|40.97\|36.56\|198437;2026-05-25\|41.38\|3.17\|42.94\|43.86\|40.18\|151014;2026-05-26\|40.46\|-2.22\|41.13\|43.50\|40.01\|160540;2026-05-27\|39.75\|-1.75\|40.00\|41.86\|39.59\|105234;2026-05-28\|40.01\|0.98\|39.26\|40.72\|38.66\|84416;2026-05-29\|38.22\|-4.47\|39.69\|41.77\|38.00\|105608;2026-06-01\|39.36\|2.98\|38.30\|40.88\|38.00\|94296;2026-06-02\|37.72\|-4.17\|38.91\|39.71\|36.89\|87828;2026-06-03\|38.18\|1.22\|37.81\|39.25\|37.00\|94601;2026-06-04\|39.18\|2.62\|37.39\|39.26\|36.50\|84532;2026-06-05\|38.41\|-1.97\|38.87\|41.50\|38.01\|116066;2026-06-08\|35.25\|-8.23\|36.50\|37.60\|34.48\|100297;2026-06-09\|34.78\|-1.33\|35.96\|36.20\|34.05\|69766;2026-06-10\|33.99\|-2.27\|34.20\|34.48\|33.00\|67368;2026-06-11\|32.18\|-5.33\|33.39\|33.89\|31.88\|77263;2026-06-12\|31.07\|-3.45\|32.87\|33.75\|31.01\|83303;2026-06-15\|34.99\|12.62\|31.30\|35.00\|31.30\|95700;2026-06-16\|35.31\|0.91\|36.00\|36.00\|34.89\|59640;2026-06-17\|34.50\|-2.29\|35.58\|36.12\|33.68\|86869;2026-06-18\|41.40\|20.00\|34.22\|41.40\|34.10\|220110;2026-06-22\|45.69\|10.36\|41.87\|45.94\|41.41\|236366;2026-06-23\|45.30\|-0.85\|46.01\|47.45\|44.82\|159382;2026-06-24\|44.82\|-1.06\|45.00\|45.30\|42.50\|123725;2026-06-25\|47.40\|5.76\|45.15\|49.30\|44.85\|161377;2026-06-26\|45.03\|-5.00\|47.03\|47.74\|44.78\|104872;2026-06-29\|44.25\|-1.73\|45.25\|45.75\|42.41\|125995;2026-06-30\|44.95\|1.58\|44.93\|46.00\|43.92\|86222;2026-07-01\|47.00\|4.56\|50.02\|53.94\|45.66\|326805;2026-07-02\|44.85\|-4.57\|44.43\|48.86\|43.56\|212475;2026-07-03\|46.30\|3.23\|45.10\|48.88\|44.27\|131178;2026-07-06\|50.42\|8.90\|47.66\|51.99\|47.50\|169011;2026-07-07\|46.46\|-7.85\|50.68\|50.99\|45.77\|154938;2026-07-08\|42.44\|-8.65\|46.80\|46.90\|41.96\|111890;2026-07-09\|45.41\|7.00\|42.75\|45.77\|41.60\|94538;2026-07-10\|41.98\|-7.55\|45.45\|45.97\|41.98\|114295
114755	SpaceX将在纳斯达克挂牌，成为人类历史上规模最高的IPO	红外材料+卫星太阳能电池+先进封装行业原因： 1、据财闻6月11日报道，分析师郭明錤称台积电下一代先进封装CoPoS预计2028年下半年量产，并澄清玻璃与ABF为搭配共存关系。 2、光大证券6月9日研报指出，华为提出的“韬定律”强调通过先进封装系统性提升算力效率，其在国产算力体系中的战略地位持续抬升。公司原因： 1、据2025年年度报告，公司是国内最大的红外材料供应商，全球少数可批量供应硒化锌的企业，产品覆盖制冷与非制冷探测器、机芯模组及红外整机，应用于安防监控、工业测温、车载夜视等场景。 2、据2026年1月29日互动易，公司锗、硒化锌等红外光学材料可用于卫星太阳翼及卫星红外相机光学窗口，红外探测器、机芯与整机系统已配套气象观测、资源勘探、导弹预警卫星。 3、据2025年10月24日互动易，公司目前已建成8英寸硅基的MEMS红外探测器生产线，突破了红外热成像核“芯"技术，掌握了MEMS芯片设计技术、制造工艺技术、金属/陶瓷和晶圆级封装技术。	公司表示生产的锗可用于卫星太阳翼	2026-03-03\|41.62\|-2.48\|42.66\|43.38\|41.58\|29608;2026-03-04\|41.72\|0.24\|41.28\|41.98\|40.73\|24699;2026-03-05\|44.00\|5.46\|42.28\|44.45\|42.28\|53943;2026-03-06\|44.35\|0.80\|43.56\|44.64\|42.64\|50401;2026-03-09\|44.73\|0.86\|43.65\|45.63\|43.38\|52937;2026-03-10\|46.45\|3.85\|44.99\|46.51\|44.85\|61541;2026-03-11\|45.77\|-1.46\|46.22\|47.32\|45.51\|54236;2026-03-12\|44.86\|-1.99\|45.48\|45.76\|44.71\|29618;2026-03-13\|43.48\|-3.08\|44.88\|45.42\|43.40\|31662;2026-03-16\|43.48\|0.00\|43.50\|44.00\|42.33\|27623;2026-03-17\|44.10\|1.43\|43.48\|45.50\|42.82\|53607;2026-03-18\|44.70\|1.36\|44.20\|44.88\|44.00\|25774;2026-03-19\|42.49\|-4.94\|44.23\|44.33\|42.11\|37854;2026-03-20\|41.73\|-1.79\|42.63\|43.43\|41.68\|24643;2026-03-23\|40.89\|-2.01\|41.10\|43.26\|40.00\|44885;2026-03-24\|45.00\|10.05\|41.98\|45.78\|41.44\|78622;2026-03-25\|45.69\|1.53\|45.91\|46.38\|44.70\|59364;2026-03-26\|44.77\|-2.01\|46.21\|46.34\|44.40\|41091;2026-03-27\|46.70\|4.31\|44.30\|46.80\|44.30\|76380;2026-03-30\|47.90\|2.57\|45.99\|48.21\|45.61\|79763;2026-03-31\|47.94\|0.08\|47.00\|49.46\|47.00\|83131;2026-04-01\|48.72\|1.63\|48.85\|49.80\|48.17\|77389;2026-04-02\|47.76\|-1.97\|48.49\|49.20\|47.34\|59547;2026-04-03\|48.41\|1.36\|47.79\|50.14\|46.91\|82871;2026-04-07\|49.99\|3.26\|48.50\|50.50\|48.00\|83744;2026-04-08\|51.20\|2.42\|50.00\|51.73\|49.31\|97164;2026-04-09\|61.44\|20.00\|51.00\|61.44\|50.35\|214152;2026-04-10\|67.81\|10.37\|61.39\|69.42\|61.39\|300134;2026-04-13\|68.31\|0.74\|67.67\|69.70\|63.83\|180030;2026-04-14\|67.16\|-1.68\|69.05\|69.95\|64.80\|108279;2026-04-15\|67.15\|-0.01\|67.00\|69.50\|64.24\|112866;2026-04-16\|67.01\|-0.21\|67.00\|67.90\|65.00\|93442;2026-04-17\|70.92\|5.83\|68.35\|74.90\|65.80\|221996;2026-04-20\|76.00\|7.16\|70.26\|81.55\|69.15\|216022;2026-04-21\|80.26\|5.61\|75.02\|84.48\|74.10\|191041;2026-04-22\|90.10\|12.26\|79.32\|94.43\|75.87\|216860;2026-04-23\|87.07\|-3.36\|90.18\|92.98\|86.00\|145529;2026-04-24\|101.90\|17.03\|91.07\|103.52\|90.62\|171024;2026-04-27\|98.60\|-3.24\|98.88\|100.93\|93.00\|171780;2026-04-28\|95.55\|-3.09\|96.82\|101.45\|93.96\|123320;2026-04-29\|94.33\|-1.28\|94.24\|97.42\|91.65\|136395;2026-04-30\|96.80\|2.62\|94.36\|99.97\|92.18\|119658;2026-05-06\|110.54\|14.19\|101.32\|113.88\|101.32\|138290;2026-05-07\|113.60\|2.77\|112.31\|118.00\|105.60\|158802;2026-05-08\|115.20\|1.41\|111.65\|118.99\|110.31\|118049;2026-05-11\|127.90\|11.02\|116.19\|129.85\|114.00\|157000;2026-05-12\|126.05\|-1.45\|130.00\|133.60\|124.00\|147878;2026-05-13\|123.00\|-2.42\|123.60\|125.78\|120.00\|116238;2026-05-14\|123.88\|0.72\|122.50\|127.50\|120.10\|122416;2026-05-15\|120.34\|-2.86\|122.10\|125.80\|117.10\|118589;2026-05-18\|127.74\|6.15\|121.30\|132.75\|120.12\|114902;2026-05-19\|131.62\|3.04\|125.37\|134.88\|123.11\|94517;2026-05-20\|134.00\|1.81\|130.01\|135.20\|126.41\|85756;2026-05-21\|128.91\|-3.80\|136.00\|145.66\|128.68\|148543;2026-05-22\|135.00\|4.72\|130.23\|136.30\|127.18\|85560;2026-05-25\|123.20\|-8.74\|136.35\|143.00\|108.00\|289268;2026-05-26\|118.92\|-3.47\|118.07\|128.73\|117.00\|166193;2026-05-27\|116.68\|-1.88\|114.39\|123.45\|114.39\|104554;2026-05-28\|140.02\|20.00\|117.60\|140.02\|116.27\|152587;2026-05-29\|148.24\|5.87\|146.00\|158.58\|143.00\|170310;2026-06-01\|138.61\|-6.50\|147.00\|149.00\|138.33\|119505;2026-06-02\|137.15\|-1.05\|136.63\|142.20\|131.01\|99206;2026-06-03\|135.50\|-1.20\|137.65\|144.77\|132.40\|94235;2026-06-04\|129.53\|-4.41\|133.87\|134.31\|128.45\|84428;2026-06-05\|125.35\|-3.23\|127.51\|129.00\|124.20\|85283;2026-06-08\|137.66\|9.82\|119.15\|141.23\|119.15\|116693;2026-06-09\|147.88\|7.42\|141.00\|148.52\|137.00\|106302;2026-06-10\|151.13\|2.20\|146.74\|152.66\|143.00\|71040;2026-06-11\|176.00\|16.46\|148.56\|180.77\|148.56\|130934;2026-06-12\|162.86\|-7.47\|180.00\|180.60\|161.19\|100316;2026-06-15\|195.43\|20.00\|168.00\|195.43\|163.30\|106748;2026-06-16\|212.18\|8.57\|209.58\|219.12\|195.65\|119851;2026-06-17\|214.00\|0.86\|213.41\|230.00\|205.19\|136092;2026-06-18\|225.50\|5.37\|210.16\|231.50\|210.16\|91616;2026-06-22\|244.00\|8.20\|223.25\|253.00\|223.25\|98004;2026-06-23\|239.16\|-1.98\|239.61\|247.58\|231.21\|67178;2026-06-24\|266.00\|11.22\|238.00\|267.60\|232.02\|87804;2026-06-25\|288.29\|8.38\|264.94\|292.45\|262.00\|104861;2026-06-26\|283.24\|-1.75\|283.11\|286.26\|265.00\|102746;2026-06-29\|309.67\|9.33\|275.22\|329.81\|245.00\|155918;2026-06-30\|311.95\|0.74\|313.67\|320.00\|284.33\|122146;2026-07-01\|307.12\|-1.55\|308.84\|315.00\|298.37\|66269;2026-07-02\|289.00\|-5.90\|297.23\|311.58\|283.13\|99374;2026-07-03\|281.65\|-2.54\|285.75\|290.00\|269.99\|70465;2026-07-06\|261.66\|-7.10\|281.65\|288.52\|254.69\|119048;2026-07-07\|262.52\|0.33\|271.12\|275.46\|258.01\|61552;2026-07-08\|267.88\|2.04\|267.77\|284.41\|260.00\|77074;2026-07-09\|268.00\|0.04\|275.00\|278.60\|241.00\|114006;2026-07-10\|255.00\|-4.85\|268.00\|272.66\|250.92\|114534
114754	SpaceX将在纳斯达克挂牌，成为人类历史上规模最高的IPO	工程咨询+数据中心+北斗技术+无人驾驶行业原因：上周五SpaceX在纳斯达克正式上市，首日大涨超19%，市值突破2万亿美元。中信证券指出，SpaceX上市可能重塑全球商业航天板块估值体系。公司原因： 1、据2026年4月4日年报，控股子公司贵州勘设泰宇坦行科技有限公司已开通无人驾驶智慧接驳示范线路，积极开拓市区、景区“智慧交通+文旅”创新业务场景。 2、据2026年4月4日年报，公司参编的国标《北斗卫星综合监测系统工程技术标准》已于2025年10月正式发布，北斗技术工程化应用获得国家级背书。 3、据2025年10月24日互动易，公司具备工程设计综合甲级等顶级资质，承担贵安新区腾讯七星数据中心、贵州省地震局数据中心等洞库式数据中心设计。 4、2026年4月4日年报，公司主营业务为工程咨询与工程承包，覆盖公路、市政、建筑等行业的规划设计等技术服务，核心业务是公路行业工程咨询与工程承包；公司拥有工程设计综合甲级、工程勘察综合甲级等全牌照资质，2025年新承接合同额中工程咨询与工程承包合计超13.6亿元。	1、公司作为第二起草单位参与制定的《北斗卫星综合监测系统工程技术标准》将于2026年3月实施，标志公司在北斗技术标准制定领域取得国家级突破； 2、中西部设计咨询龙头；公司参股8.4%的贵州翰凯斯智能技术有限公司专注无人驾驶移动空间应用，形成智慧产业、车路协同生态	2026-03-03\|10.16\|-3.05\|10.50\|10.64\|10.05\|92460;2026-03-04\|10.40\|2.36\|10.01\|10.45\|9.95\|75800;2026-03-05\|10.41\|0.10\|10.45\|10.65\|10.30\|57589;2026-03-06\|10.85\|4.23\|10.41\|10.88\|10.39\|97776;2026-03-09\|11.07\|2.03\|10.80\|11.27\|10.63\|162532;2026-03-10\|10.85\|-1.99\|10.88\|11.10\|10.80\|96610;2026-03-11\|10.68\|-1.57\|10.82\|10.84\|10.51\|86985;2026-03-12\|10.62\|-0.56\|10.68\|11.05\|10.60\|84645;2026-03-13\|10.39\|-2.17\|10.67\|10.77\|10.25\|109287;2026-03-16\|9.88\|-4.91\|10.30\|10.37\|9.62\|142942;2026-03-17\|10.00\|1.21\|9.85\|10.21\|9.79\|104962;2026-03-18\|10.38\|3.80\|10.12\|10.38\|9.94\|96383;2026-03-19\|10.13\|-2.41\|10.24\|10.37\|10.11\|65266;2026-03-20\|9.90\|-2.27\|10.18\|10.19\|9.90\|78403;2026-03-23\|9.56\|-3.43\|9.85\|10.13\|9.27\|132456;2026-03-24\|9.93\|3.87\|9.63\|10.00\|9.51\|84695;2026-03-25\|10.27\|3.42\|9.99\|10.38\|9.95\|87184;2026-03-26\|9.88\|-3.80\|10.35\|10.35\|9.62\|112325;2026-03-27\|9.95\|0.71\|9.76\|10.06\|9.66\|61974;2026-03-30\|10.08\|1.31\|9.88\|10.16\|9.82\|114699;2026-03-31\|9.62\|-4.56\|10.15\|10.15\|9.60\|119083;2026-04-01\|10.16\|5.61\|9.75\|10.35\|9.51\|152907;2026-04-02\|10.33\|1.67\|10.30\|10.80\|10.22\|185636;2026-04-03\|10.06\|-2.61\|10.34\|10.44\|10.03\|115475;2026-04-07\|10.67\|6.06\|10.06\|10.75\|10.06\|194876;2026-04-08\|10.68\|0.09\|10.75\|11.05\|10.56\|175132;2026-04-09\|10.99\|2.90\|10.70\|11.13\|10.51\|188320;2026-04-10\|11.07\|0.73\|11.00\|11.48\|10.71\|226525;2026-04-13\|10.89\|-1.63\|10.95\|11.29\|10.67\|130204;2026-04-14\|11.04\|1.38\|10.95\|11.16\|10.68\|135101;2026-04-15\|11.40\|3.26\|11.06\|11.44\|10.99\|168352;2026-04-16\|11.88\|4.21\|11.40\|12.25\|11.17\|258104;2026-04-17\|11.95\|0.59\|11.88\|12.26\|11.65\|147285;2026-04-20\|12.40\|3.77\|11.95\|12.51\|11.73\|204383;2026-04-21\|12.06\|-2.74\|12.30\|12.39\|12.03\|134992;2026-04-22\|11.53\|-4.39\|12.01\|12.06\|11.05\|246430;2026-04-23\|11.56\|0.26\|11.60\|12.08\|11.50\|169542;2026-04-24\|11.50\|-0.52\|11.53\|11.86\|11.33\|165047;2026-04-27\|11.60\|0.87\|11.58\|11.87\|11.34\|129720;2026-04-28\|11.20\|-3.45\|11.53\|11.55\|11.16\|155258;2026-04-29\|11.94\|6.61\|11.25\|12.27\|11.17\|231833;2026-04-30\|11.96\|0.17\|11.92\|12.18\|11.80\|145669;2026-05-06\|12.08\|1.00\|12.10\|12.38\|11.94\|165761;2026-05-07\|12.67\|4.88\|12.13\|12.76\|12.12\|166118;2026-05-08\|12.98\|2.45\|12.67\|13.04\|12.52\|150165;2026-05-11\|13.41\|3.31\|13.25\|13.49\|12.95\|222536;2026-05-12\|13.37\|-0.30\|13.35\|13.45\|12.91\|176581;2026-05-13\|13.59\|1.65\|13.24\|13.69\|13.04\|161505;2026-05-14\|13.40\|-1.40\|13.41\|13.86\|13.39\|182790;2026-05-15\|13.36\|-0.30\|13.40\|13.65\|13.12\|196765;2026-05-18\|13.41\|0.37\|13.36\|13.65\|13.00\|130828;2026-05-19\|13.16\|-1.86\|13.68\|13.68\|12.60\|209866;2026-05-20\|12.90\|-1.98\|13.18\|13.30\|12.84\|137916;2026-05-21\|13.53\|4.88\|12.90\|14.12\|12.89\|308802;2026-05-22\|13.98\|3.33\|13.48\|14.18\|13.28\|213456;2026-05-25\|13.55\|-3.08\|14.00\|14.11\|13.31\|197663;2026-05-26\|12.92\|-4.65\|13.45\|14.00\|12.70\|184222;2026-05-27\|12.73\|-1.47\|12.90\|12.90\|11.64\|244100;2026-05-28\|14.00\|9.98\|12.75\|14.00\|12.63\|432569;2026-05-29\|12.89\|-7.93\|14.07\|14.09\|12.88\|384600;2026-06-01\|13.08\|1.47\|12.83\|14.00\|12.68\|256299;2026-06-02\|13.00\|-0.61\|12.97\|13.24\|12.67\|168744;2026-06-03\|13.84\|6.46\|13.05\|14.00\|12.92\|273616;2026-06-04\|14.39\|3.97\|13.79\|14.68\|13.70\|215980;2026-06-05\|13.83\|-3.89\|14.39\|14.62\|13.76\|203650;2026-06-08\|13.31\|-3.76\|13.40\|13.63\|12.85\|196035;2026-06-09\|13.21\|-0.75\|13.40\|13.59\|12.97\|152292;2026-06-10\|12.96\|-1.89\|13.25\|13.25\|12.70\|129919;2026-06-11\|13.39\|3.32\|12.77\|13.45\|12.73\|186075;2026-06-12\|12.97\|-3.14\|13.44\|13.73\|12.86\|146376;2026-06-15\|14.27\|10.02\|13.01\|14.27\|13.01\|283463;2026-06-16\|13.38\|-6.24\|14.88\|15.37\|13.31\|469890;2026-06-17\|14.72\|10.01\|13.21\|14.72\|12.72\|385419;2026-06-18\|14.40\|-2.17\|14.72\|14.80\|13.90\|317541;2026-06-22\|14.56\|1.11\|14.53\|14.61\|14.01\|214222;2026-06-23\|14.56\|0.00\|14.59\|14.89\|14.26\|227169;2026-06-24\|14.11\|-3.09\|14.50\|14.69\|13.90\|170358;2026-06-25\|15.29\|8.36\|14.10\|15.50\|13.75\|310983;2026-06-26\|15.41\|0.78\|15.30\|16.55\|15.19\|431240;2026-06-29\|15.56\|0.97\|15.86\|16.00\|15.30\|240130;2026-06-30\|14.45\|-7.13\|15.50\|15.73\|14.40\|257672;2026-07-01\|13.01\|-9.97\|14.80\|15.40\|13.01\|421049;2026-07-02\|11.71\|-9.99\|12.31\|12.36\|11.71\|210054;2026-07-03\|11.04\|-5.72\|11.03\|11.85\|10.75\|314480;2026-07-06\|9.95\|-9.87\|10.95\|10.98\|9.94\|349721;2026-07-07\|8.96\|-9.95\|9.53\|10.19\|8.96\|282669;2026-07-08\|9.02\|0.67\|8.93\|9.50\|8.81\|309379;2026-07-09\|9.00\|-0.22\|9.02\|9.58\|8.62\|237150;2026-07-10\|8.69\|-3.44\|9.01\|9.07\|8.69\|186253
114753	SpaceX将在纳斯达克挂牌，成为人类历史上规模最高的IPO	可控核聚变+核电阀门+央企+控股股东增持行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据2026年6月4日投资者关系活动记录表，公司正积极进行聚变堆的相关技术积累，对接核聚变阀门设备需求单位，可有力支撑核聚变阀门的自主开发和供货。 2、据2026年4月28日年报，公司作为全球核电阀门领域头部企业之一，具备二代、三代核电机组阀门成套供货能力及四代核电机组关键阀门供货能力，核级关键阀门综合市场占有率超50%。 3、据2026年6月18日公告，公司澄清未涉及“硅-28”相关业务，主营为工业用阀门的研发设计、生产、销售及服务，最终控制人为国务院国有资产监督管理委员会。 4、据2026年6月5日公告，公司控股股东中国核电工程有限公司于2026年6月4日增持100.5万股，并计划在2026年12月3日前以不超过4000万元继续增持。	1、公司在燃气轮机相关蒸汽系统关键隔离阀有供货业绩，在航空航天领域相关试验测试项目中有供货业绩； 2、公司作为中核集团旗下核级设备平台，承担 “熔盐堆燃料元件包壳材料研制” 国家重大专项，已突破相关抗腐蚀技术并交付首批燃料元件样品，还为甘肃钍基熔盐堆项目提供了核级阀门等配套产品	2026-03-03\|23.99\|-6.83\|25.75\|25.96\|23.96\|255072;2026-03-04\|24.50\|2.13\|23.80\|25.06\|23.79\|156411;2026-03-05\|25.50\|4.08\|24.73\|26.26\|24.73\|294807;2026-03-06\|25.33\|-0.67\|25.36\|25.70\|24.91\|152416;2026-03-09\|25.61\|1.11\|25.00\|25.72\|24.85\|177331;2026-03-10\|25.98\|1.44\|25.73\|26.23\|25.63\|164388;2026-03-11\|25.79\|-0.73\|25.99\|26.15\|25.58\|131599;2026-03-12\|25.10\|-2.68\|25.73\|25.73\|24.57\|212118;2026-03-13\|26.84\|6.93\|24.87\|27.12\|24.68\|509454;2026-03-16\|26.70\|-0.52\|26.85\|27.19\|26.01\|387735;2026-03-17\|25.53\|-4.38\|26.43\|26.44\|25.36\|250913;2026-03-18\|24.82\|-2.78\|25.50\|25.75\|24.24\|211170;2026-03-19\|24.04\|-3.14\|24.40\|24.55\|23.78\|163915;2026-03-20\|22.90\|-4.74\|24.06\|24.28\|22.87\|179808;2026-03-23\|22.22\|-2.97\|22.28\|23.19\|22.00\|149066;2026-03-24\|22.68\|2.07\|22.56\|22.79\|22.06\|103545;2026-03-25\|23.08\|1.76\|22.67\|23.37\|22.65\|113556;2026-03-26\|22.45\|-2.73\|23.00\|23.15\|22.30\|94197;2026-03-27\|22.68\|1.02\|22.08\|22.80\|22.01\|72229;2026-03-30\|22.66\|-0.09\|22.40\|22.89\|22.25\|53840;2026-03-31\|22.27\|-1.72\|22.66\|22.85\|22.25\|60215;2026-04-01\|22.65\|1.71\|22.60\|22.72\|22.40\|69142;2026-04-02\|21.81\|-3.71\|22.50\|22.73\|21.71\|88027;2026-04-03\|21.35\|-2.11\|21.91\|22.00\|21.25\|69619;2026-04-07\|21.51\|0.75\|21.37\|21.55\|21.26\|50367;2026-04-08\|22.60\|5.07\|22.00\|22.60\|22.00\|90680;2026-04-09\|22.42\|-0.80\|22.58\|22.58\|22.22\|57671;2026-04-10\|22.58\|0.71\|22.52\|22.84\|22.52\|67311;2026-04-13\|22.49\|-0.40\|22.40\|22.55\|22.20\|55707;2026-04-14\|22.69\|0.89\|22.67\|22.72\|22.41\|71485;2026-04-15\|22.60\|-0.40\|22.80\|23.13\|22.51\|88215;2026-04-16\|22.67\|0.31\|22.59\|22.75\|22.51\|61619;2026-04-17\|22.84\|0.75\|22.68\|23.02\|22.28\|100144;2026-04-20\|23.20\|1.58\|22.85\|23.34\|22.71\|118804;2026-04-21\|22.82\|-1.64\|23.20\|23.20\|22.70\|74056;2026-04-22\|22.34\|-2.10\|22.82\|22.84\|22.13\|145239;2026-04-23\|22.08\|-1.16\|22.34\|22.69\|21.80\|100158;2026-04-24\|21.87\|-0.95\|21.91\|22.10\|21.75\|60714;2026-04-27\|21.57\|-1.37\|21.70\|21.78\|21.45\|71075;2026-04-28\|19.57\|-9.27\|20.80\|20.80\|19.46\|258835;2026-04-29\|19.74\|0.87\|19.50\|19.76\|19.47\|84118;2026-04-30\|19.86\|0.61\|19.70\|19.87\|19.58\|66956;2026-05-06\|19.82\|-0.20\|19.85\|20.00\|19.80\|101305;2026-05-07\|20.32\|2.52\|19.84\|20.38\|19.84\|115303;2026-05-08\|20.42\|0.49\|20.20\|20.44\|20.05\|79046;2026-05-11\|20.65\|1.13\|20.45\|20.94\|20.45\|106663;2026-05-12\|20.39\|-1.26\|20.67\|20.79\|20.30\|79068;2026-05-13\|20.39\|0.00\|20.36\|20.60\|20.25\|77109;2026-05-14\|19.73\|-3.24\|20.38\|20.43\|19.72\|88580;2026-05-15\|19.62\|-0.56\|19.83\|20.06\|19.53\|80671;2026-05-18\|19.44\|-0.92\|19.60\|19.67\|19.20\|63689;2026-05-19\|19.39\|-0.26\|19.45\|19.50\|19.06\|69224;2026-05-20\|18.88\|-2.63\|19.31\|19.35\|18.74\|108266;2026-05-21\|18.35\|-2.81\|18.90\|19.13\|18.33\|81617;2026-05-22\|18.56\|1.14\|18.41\|18.70\|18.13\|60075;2026-05-25\|18.70\|0.75\|18.58\|18.93\|18.45\|57063;2026-05-26\|18.06\|-3.42\|18.70\|18.70\|17.77\|91086;2026-05-27\|17.84\|-1.22\|17.95\|18.26\|17.79\|76517;2026-05-28\|18.53\|3.87\|17.80\|18.67\|17.76\|124033;2026-05-29\|17.63\|-4.86\|18.50\|18.51\|17.58\|96970;2026-06-01\|17.66\|0.17\|17.52\|17.87\|17.36\|56345;2026-06-02\|17.31\|-1.98\|17.66\|17.75\|17.02\|68294;2026-06-03\|17.40\|0.52\|17.31\|17.60\|17.18\|58245;2026-06-04\|17.11\|-1.67\|17.27\|17.37\|16.90\|70239;2026-06-05\|17.22\|0.64\|17.65\|17.88\|17.22\|106200;2026-06-08\|16.62\|-3.48\|16.83\|17.12\|16.35\|82258;2026-06-09\|16.75\|0.78\|16.66\|17.00\|16.57\|59012;2026-06-10\|16.20\|-3.28\|16.63\|16.71\|16.14\|57230;2026-06-11\|16.00\|-1.23\|16.00\|16.29\|15.91\|49621;2026-06-12\|16.42\|2.62\|16.15\|16.71\|16.10\|81041;2026-06-15\|18.06\|9.99\|16.43\|18.06\|16.43\|94663;2026-06-16\|19.87\|10.02\|19.87\|19.87\|19.87\|46016;2026-06-17\|21.86\|10.02\|21.86\|21.86\|20.72\|791286;2026-06-18\|19.67\|-10.02\|20.45\|20.78\|19.67\|540448;2026-06-22\|19.12\|-2.80\|18.82\|19.38\|18.40\|435413;2026-06-23\|18.11\|-5.28\|18.80\|19.09\|17.97\|283270;2026-06-24\|17.54\|-3.15\|17.95\|17.95\|17.02\|220731;2026-06-25\|17.00\|-3.08\|17.58\|17.67\|16.81\|180771;2026-06-26\|16.80\|-1.18\|16.96\|17.47\|16.75\|199613;2026-06-29\|18.48\|10.00\|17.41\|18.48\|17.41\|130713;2026-06-30\|19.54\|5.74\|18.48\|19.55\|17.82\|435755;2026-07-01\|18.89\|-3.33\|18.98\|19.35\|18.50\|295214;2026-07-02\|18.84\|-0.26\|18.50\|19.05\|18.48\|172774;2026-07-03\|18.85\|0.05\|18.66\|19.55\|18.65\|185927;2026-07-06\|17.68\|-6.21\|18.76\|18.94\|17.68\|186970;2026-07-07\|17.30\|-2.15\|18.10\|18.13\|17.25\|114377;2026-07-08\|16.91\|-2.25\|17.48\|17.50\|16.80\|100450;2026-07-09\|16.95\|0.24\|16.89\|16.95\|16.16\|120875;2026-07-10\|17.01\|0.35\|16.80\|17.46\|16.64\|122348
114752	英特尔斥巨资建设半导体基板制造厂	玻璃基封装载板+康宁合作+光互连+半导体显示行业原因： 5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。兴业证券研报指出，AI算力迭代驱动先进封装变革，玻璃基板迎来2026产业元年。公司原因： 1、据2026年6月17日投资者关系活动记录表，公司2026年上半年已实现板级玻璃基封装载板试验线全自动化设备通线，设计产能1000片/月，已拉通全流程工艺并完成大尺寸高层数20层样品送样，部分客户已通过概念认证进入技术测试阶段。 2、据2026年5月21日公告，公司与康宁公司签署合作备忘录，拟围绕玻璃基封装载板、光互连等重点领域开展合作；公司下属子公司MicroLED光互联芯片已产出样品并为客户送样。 3、据2025年年度报告及2026年5月12日投资者关系记录表，公司是全球半导体显示龙头，五大主流应用LCD面板出货量连续多年位居全球第一，柔性AMOLED一季度出货量4200万片保持增长，第8.6代AMOLED生产线预计2026年年中量产。	公司与康宁公司签署合作备忘录，围绕玻璃基封装载板、可折叠玻璃、钙钛矿玻璃基板、光互连相关应用等重点领域开展合作	2026-03-03\|4.32\|-3.79\|4.51\|4.53\|4.31\|9324252;2026-03-04\|4.32\|0.00\|4.29\|4.38\|4.26\|6794714;2026-03-05\|4.46\|3.24\|4.38\|4.53\|4.38\|10403171;2026-03-06\|4.37\|-2.02\|4.42\|4.43\|4.31\|9379855;2026-03-09\|4.31\|-1.37\|4.31\|4.33\|4.22\|8427998;2026-03-10\|4.35\|0.93\|4.35\|4.39\|4.33\|5721243;2026-03-11\|4.39\|0.92\|4.34\|4.40\|4.33\|5817267;2026-03-12\|4.42\|0.68\|4.40\|4.47\|4.38\|7535264;2026-03-13\|4.36\|-1.36\|4.40\|4.45\|4.35\|5289828;2026-03-16\|4.23\|-2.98\|4.34\|4.34\|4.20\|9061153;2026-03-17\|4.18\|-1.18\|4.25\|4.27\|4.18\|5143566;2026-03-18\|4.20\|0.48\|4.23\|4.23\|4.15\|5050721;2026-03-19\|4.09\|-2.62\|4.15\|4.16\|4.08\|5203475;2026-03-20\|4.08\|-0.24\|4.11\|4.15\|4.07\|4842912;2026-03-23\|3.87\|-5.15\|4.01\|4.02\|3.85\|9139187;2026-03-24\|4.00\|3.36\|3.92\|4.00\|3.90\|5840204;2026-03-25\|3.99\|-0.25\|4.03\|4.04\|3.98\|4393007;2026-03-26\|3.94\|-1.25\|3.99\|4.01\|3.93\|3942963;2026-03-27\|3.95\|0.25\|3.91\|3.97\|3.90\|3566305;2026-03-30\|3.94\|-0.25\|3.91\|3.95\|3.89\|3567123;2026-03-31\|3.91\|-0.76\|3.93\|3.97\|3.90\|3892818;2026-04-01\|4.01\|2.56\|4.01\|4.06\|3.97\|5831404;2026-04-02\|3.95\|-1.50\|4.01\|4.01\|3.93\|3903945;2026-04-03\|3.93\|-0.51\|3.96\|3.97\|3.92\|2770514;2026-04-07\|3.91\|-0.51\|3.95\|3.95\|3.89\|3465296;2026-04-08\|4.03\|3.07\|3.98\|4.04\|3.95\|5790905;2026-04-09\|4.01\|-0.50\|3.99\|4.03\|3.97\|4182506;2026-04-10\|4.04\|0.75\|4.05\|4.08\|4.03\|4622698;2026-04-13\|4.03\|-0.25\|4.01\|4.04\|3.99\|4046436;2026-04-14\|4.02\|-0.25\|4.05\|4.08\|3.99\|4426941;2026-04-15\|4.00\|-0.50\|4.04\|4.06\|4.00\|5348928;2026-04-16\|4.03\|0.75\|4.01\|4.04\|3.98\|4154285;2026-04-17\|4.02\|-0.25\|4.01\|4.04\|4.00\|3098677;2026-04-20\|4.19\|4.23\|4.06\|4.24\|4.05\|11904594;2026-04-21\|4.22\|0.72\|4.19\|4.34\|4.14\|11348024;2026-04-22\|4.27\|1.18\|4.20\|4.28\|4.20\|6812882;2026-04-23\|4.19\|-1.87\|4.26\|4.29\|4.17\|6914901;2026-04-24\|4.13\|-1.43\|4.17\|4.19\|4.11\|4600998;2026-04-27\|4.21\|1.94\|4.15\|4.22\|4.13\|4824066;2026-04-28\|4.15\|-1.43\|4.20\|4.21\|4.14\|3954386;2026-04-29\|4.17\|0.48\|4.14\|4.18\|4.12\|4140091;2026-04-30\|4.08\|-2.16\|4.13\|4.18\|4.08\|7454049;2026-05-06\|4.18\|2.45\|4.11\|4.22\|4.09\|8280385;2026-05-07\|4.21\|0.72\|4.20\|4.25\|4.16\|6650426;2026-05-08\|4.17\|-0.95\|4.19\|4.19\|4.12\|6379057;2026-05-11\|4.19\|0.48\|4.17\|4.23\|4.16\|6100840;2026-05-12\|4.17\|-0.48\|4.19\|4.23\|4.14\|6185213;2026-05-13\|4.23\|1.44\|4.17\|4.23\|4.15\|6382206;2026-05-14\|4.22\|-0.24\|4.28\|4.33\|4.20\|8761121;2026-05-15\|4.14\|-1.90\|4.22\|4.24\|4.12\|8215945;2026-05-18\|4.21\|1.69\|4.12\|4.23\|4.08\|8399587;2026-05-19\|4.31\|2.38\|4.20\|4.32\|4.17\|8801051;2026-05-20\|4.26\|-1.16\|4.29\|4.31\|4.24\|5717787;2026-05-21\|4.69\|10.09\|4.69\|4.69\|4.69\|10360100;2026-05-22\|5.16\|10.02\|4.70\|5.16\|4.47\|60110592;2026-05-25\|5.27\|2.13\|5.17\|5.37\|5.06\|43088758;2026-05-26\|5.77\|9.49\|5.22\|5.80\|5.18\|51377251;2026-05-27\|5.72\|-0.87\|5.80\|6.09\|5.53\|50185216;2026-05-28\|5.68\|-0.70\|5.72\|5.78\|5.51\|32854869;2026-05-29\|5.11\|-10.04\|5.63\|5.64\|5.11\|36253859;2026-06-01\|5.36\|4.89\|5.12\|5.59\|5.12\|33868876;2026-06-02\|5.47\|2.05\|5.31\|5.54\|5.11\|30258455;2026-06-03\|5.59\|2.19\|5.58\|5.92\|5.53\|36797584;2026-06-04\|6.15\|10.02\|5.69\|6.15\|5.69\|33229988;2026-06-05\|6.43\|4.55\|6.11\|6.77\|6.01\|55041155;2026-06-08\|6.29\|-2.18\|6.48\|6.74\|6.22\|45998759;2026-06-09\|6.52\|3.66\|6.49\|6.64\|6.14\|40031647;2026-06-10\|6.03\|-7.52\|6.34\|6.38\|5.94\|32284804;2026-06-11\|5.83\|-3.32\|6.00\|6.12\|5.70\|32996829;2026-06-12\|5.57\|-4.46\|5.95\|6.01\|5.56\|29146434;2026-06-15\|5.92\|6.28\|5.74\|6.01\|5.73\|29928307;2026-06-16\|6.10\|3.04\|5.93\|6.23\|5.86\|26028372;2026-06-17\|6.71\|10.00\|6.06\|6.71\|6.05\|18550206;2026-06-18\|6.55\|-1.50\|6.86\|6.93\|6.49\|40032427;2026-06-22\|6.93\|5.80\|6.80\|7.18\|6.68\|36729053;2026-06-23\|6.77\|-2.31\|6.85\|7.07\|6.61\|29140578;2026-06-24\|7.07\|4.43\|6.70\|7.15\|6.57\|35877142;2026-06-25\|7.52\|6.36\|7.33\|7.67\|7.14\|36963548;2026-06-26\|7.79\|3.59\|7.50\|8.24\|7.36\|45251769;2026-06-29\|7.95\|2.05\|7.96\|8.21\|7.51\|41524576;2026-06-30\|8.68\|9.18\|8.15\|8.75\|8.11\|51878997;2026-07-01\|8.77\|1.04\|8.49\|8.81\|8.31\|46253150;2026-07-02\|9.10\|3.76\|8.15\|9.50\|7.89\|56618589;2026-07-03\|8.38\|-7.91\|8.86\|9.09\|8.31\|41442067;2026-07-06\|7.76\|-7.40\|8.21\|8.52\|7.74\|37087421;2026-07-07\|7.58\|-2.32\|7.66\|7.84\|7.45\|28186977;2026-07-08\|7.63\|0.66\|7.69\|7.90\|7.26\|33222878;2026-07-09\|8.15\|6.82\|7.71\|8.18\|7.71\|37939905;2026-07-10\|7.59\|-6.87\|8.16\|8.34\|7.59\|38046199
114751	英特尔斥巨资建设半导体基板制造厂	涨停揭秘：TGV玻璃通孔激光加工设备国内领先，直接受益英特尔半导体基板制造厂建设；涨停缘由：TGV设备已导入多家封测厂，适配AI芯片先进封装需求；英特尔宣布斥资百亿美元建基板厂，玻璃基板成下一代主流方向；国产替代逻辑强化；资金逻辑：资金押注半导体先进封装设备国产化主线，6月15日主力净流入超千万元，北向持仓连续两期增持；风险提示：TGV设备订单尚未大规模放量，2025年该业务占比仍较低；行业竞争加剧，毛利率承压风险上升	公司研发并销售TGV玻璃通孔激光加工设备，可用于半导体先进封装领域	2026-03-03\|55.89\|-6.00\|59.19\|59.70\|55.02\|94362;2026-03-04\|54.93\|-1.72\|54.98\|56.82\|54.40\|68326;2026-03-05\|56.80\|3.40\|56.71\|58.70\|56.12\|99643;2026-03-06\|56.66\|-0.25\|58.23\|58.49\|55.70\|75931;2026-03-09\|55.67\|-1.75\|54.80\|56.55\|54.20\|88800;2026-03-10\|57.80\|3.83\|56.78\|58.10\|56.73\|74726;2026-03-11\|58.12\|0.55\|57.79\|59.80\|57.77\|76145;2026-03-12\|59.12\|1.72\|58.12\|59.85\|58.10\|103711;2026-03-13\|57.64\|-2.50\|58.70\|61.08\|57.60\|95658;2026-03-16\|58.59\|1.65\|57.63\|59.44\|57.41\|65480;2026-03-17\|58.08\|-0.87\|67.38\|68.94\|58.00\|190029;2026-03-18\|57.35\|-1.26\|57.00\|58.05\|54.50\|127798;2026-03-19\|54.70\|-4.62\|56.54\|56.54\|54.58\|96376;2026-03-20\|52.50\|-4.02\|54.52\|56.25\|52.37\|111674;2026-03-23\|49.53\|-5.66\|51.41\|52.38\|48.88\|93385;2026-03-24\|49.47\|-0.12\|50.60\|50.70\|47.56\|82639;2026-03-25\|50.41\|1.90\|50.30\|51.80\|49.40\|80275;2026-03-26\|50.63\|0.44\|50.45\|51.88\|49.88\|67594;2026-03-27\|52.40\|3.50\|50.12\|53.40\|49.84\|87354;2026-03-30\|50.81\|-3.03\|51.80\|51.90\|50.13\|58429;2026-03-31\|48.70\|-4.15\|50.80\|51.47\|48.58\|66387;2026-04-01\|49.70\|2.05\|50.00\|50.50\|49.10\|63843;2026-04-02\|48.25\|-2.92\|49.44\|49.89\|47.78\|51730;2026-04-03\|48.86\|1.26\|48.37\|49.16\|47.50\|51236;2026-04-07\|49.15\|0.59\|48.60\|50.13\|48.41\|44103;2026-04-08\|53.09\|8.02\|51.00\|53.14\|50.66\|85669;2026-04-09\|52.83\|-0.49\|52.51\|53.99\|51.70\|55376;2026-04-10\|55.20\|4.49\|53.47\|55.45\|53.00\|74271;2026-04-13\|55.84\|1.16\|54.77\|56.37\|54.00\|58274;2026-04-14\|56.87\|1.84\|56.00\|56.98\|55.71\|54839;2026-04-15\|55.50\|-2.41\|56.88\|57.48\|55.37\|59881;2026-04-16\|56.30\|1.44\|56.04\|56.92\|55.61\|50252;2026-04-17\|59.56\|5.79\|56.30\|60.19\|55.70\|110507;2026-04-20\|58.88\|-1.14\|59.11\|59.99\|57.62\|78489;2026-04-21\|59.00\|0.20\|58.63\|59.99\|57.51\|68409;2026-04-22\|59.03\|0.05\|58.82\|59.68\|58.01\|51287;2026-04-23\|57.10\|-3.27\|58.81\|59.30\|56.78\|75261;2026-04-24\|58.12\|1.79\|56.49\|58.55\|55.51\|74762;2026-04-27\|60.13\|3.46\|57.91\|60.70\|57.90\|78091;2026-04-28\|58.46\|-2.78\|59.79\|60.05\|58.02\|61301;2026-04-29\|60.35\|3.23\|58.86\|60.80\|57.81\|99811;2026-04-30\|58.61\|-2.88\|61.51\|62.99\|58.61\|123816;2026-05-06\|61.44\|4.83\|59.86\|62.35\|59.27\|114812;2026-05-07\|65.58\|6.74\|61.95\|66.10\|61.10\|127436;2026-05-08\|64.01\|-2.39\|65.11\|65.56\|63.42\|87062;2026-05-11\|66.51\|3.91\|64.50\|66.89\|64.06\|97755;2026-05-12\|65.57\|-1.41\|67.23\|67.27\|65.01\|75018;2026-05-13\|66.78\|1.85\|65.60\|67.33\|64.88\|89821;2026-05-14\|66.80\|0.03\|66.78\|68.02\|65.81\|94635;2026-05-15\|64.97\|-2.74\|66.79\|68.02\|64.00\|112319;2026-05-18\|65.82\|1.31\|65.10\|66.80\|63.35\|101491;2026-05-19\|65.79\|-0.05\|65.67\|66.17\|63.47\|69584;2026-05-20\|65.58\|-0.32\|65.25\|66.22\|64.00\|64064;2026-05-21\|67.12\|2.35\|67.61\|74.98\|66.80\|210330;2026-05-22\|69.29\|3.23\|68.23\|70.23\|67.00\|137024;2026-05-25\|70.84\|2.24\|70.65\|72.79\|68.40\|132482;2026-05-26\|67.85\|-4.22\|70.50\|70.80\|67.18\|112418;2026-05-27\|67.88\|0.04\|69.40\|72.80\|67.17\|130159;2026-05-28\|69.26\|2.03\|68.27\|70.00\|66.23\|104995;2026-05-29\|63.53\|-8.27\|70.10\|71.43\|63.01\|138352;2026-06-01\|61.18\|-3.70\|63.10\|65.08\|61.01\|116712;2026-06-02\|60.24\|-1.54\|61.48\|61.98\|58.13\|108584;2026-06-03\|59.94\|-0.50\|60.51\|62.18\|59.01\|99605;2026-06-04\|61.48\|2.57\|59.92\|62.88\|58.22\|105048;2026-06-05\|68.46\|11.35\|62.02\|73.70\|60.18\|295839;2026-06-08\|67.16\|-1.90\|65.84\|71.41\|65.80\|226428;2026-06-09\|67.47\|0.46\|67.96\|68.50\|65.10\|175513;2026-06-10\|63.30\|-6.18\|65.50\|65.81\|62.00\|172094;2026-06-11\|62.94\|-0.57\|63.00\|65.95\|61.70\|126805;2026-06-12\|60.61\|-3.70\|64.21\|65.20\|60.40\|139023;2026-06-15\|67.28\|11.00\|60.66\|68.80\|60.66\|170840;2026-06-16\|72.03\|7.06\|67.14\|72.52\|67.14\|181045;2026-06-17\|73.00\|1.35\|70.86\|76.30\|70.86\|188052;2026-06-18\|77.90\|6.71\|74.70\|79.88\|73.03\|202230;2026-06-22\|76.64\|-1.62\|79.49\|81.76\|74.60\|189884;2026-06-23\|75.68\|-1.25\|76.99\|77.60\|73.52\|118251;2026-06-24\|75.67\|-0.01\|75.50\|76.50\|72.88\|118686;2026-06-25\|81.45\|7.64\|77.99\|82.60\|75.13\|226545;2026-06-26\|78.70\|-3.38\|80.50\|81.79\|77.61\|172736;2026-06-29\|76.02\|-3.41\|81.00\|82.94\|72.50\|223374;2026-06-30\|83.92\|10.39\|76.77\|84.88\|76.23\|208552;2026-07-01\|81.40\|-3.00\|83.01\|85.50\|79.70\|180218;2026-07-02\|74.15\|-8.91\|78.00\|78.88\|73.80\|158133;2026-07-03\|70.11\|-5.45\|74.29\|74.50\|70.00\|159236;2026-07-06\|68.41\|-2.42\|70.81\|71.70\|66.51\|135801;2026-07-07\|66.80\|-2.35\|68.28\|69.11\|65.80\|104650;2026-07-08\|64.68\|-3.17\|67.16\|68.30\|61.80\|147161;2026-07-09\|65.78\|1.70\|66.05\|66.80\|62.61\|109181;2026-07-10\|61.52\|-6.48\|65.59\|68.39\|61.52\|13273964
114750	英特尔斥巨资建设半导体基板制造厂	导光板+TAC膜+产品升级行业原因： 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5月21日投资者关系活动记录表，公司TAC膜项目厂房建设稳步推进，调液罐体、碳纤维滚轴及拉伸设备已到场，实验室试制膜已送下游检测且结果与自测无重大差异；京东方、三利谱与公司共同设立子公司安徽吉光从事TAC膜项目，该项目旨在打破日本垄断，当前地缘关系下必要性进一步加强。 2、据2025年年度报告，公司主营导光板，是国内中大尺寸导光板领域生产规模领先的企业之一，产品广泛应用于联想、华为、小米、LG等品牌的显示器及电视中。 3、据2026年4月29日业绩说明会，公司聚焦高技术、高附加值产品，自主研发的棱镜型网点技术2025年实现营收约4200万元，提升了公司在高端显示产品领域的市场占有率。	公司主营中大尺寸导光板，产品厚度0.3-3 mm、尺寸8-86英寸，已批量供货京东方、小米、华为、LG等头部面板品牌	2026-03-03\|39.50\|-6.88\|42.42\|42.79\|39.41\|42332;2026-03-04\|41.15\|4.18\|38.93\|42.88\|38.62\|63452;2026-03-05\|43.23\|5.05\|41.97\|44.80\|41.48\|50850;2026-03-06\|49.16\|13.72\|42.72\|49.60\|42.72\|88661;2026-03-09\|47.41\|-3.56\|47.94\|48.00\|45.00\|75553;2026-03-10\|52.62\|10.99\|48.72\|53.49\|48.53\|88481;2026-03-11\|51.08\|-2.93\|52.02\|53.38\|50.40\|60126;2026-03-12\|48.50\|-5.05\|50.60\|51.09\|48.10\|54688;2026-03-13\|48.35\|-0.31\|48.40\|50.25\|47.30\|41780;2026-03-16\|49.14\|1.63\|48.00\|50.23\|46.82\|37913;2026-03-17\|47.00\|-4.35\|49.30\|50.88\|46.95\|40298;2026-03-18\|47.07\|0.15\|47.49\|48.00\|46.18\|33547;2026-03-19\|45.63\|-3.06\|47.01\|47.01\|45.26\|30855;2026-03-20\|44.04\|-3.48\|46.00\|46.95\|44.04\|34068;2026-03-23\|40.73\|-7.52\|43.73\|43.73\|40.49\|45102;2026-03-24\|42.26\|3.76\|41.66\|42.49\|40.61\|32797;2026-03-25\|42.36\|0.24\|42.26\|44.26\|42.23\|28277;2026-03-26\|41.16\|-2.83\|41.98\|42.24\|40.92\|23391;2026-03-27\|41.28\|0.29\|40.06\|41.95\|39.42\|19902;2026-03-30\|40.33\|-2.30\|40.50\|41.20\|39.94\|24483;2026-03-31\|39.24\|-2.70\|40.00\|40.90\|39.21\|22573;2026-04-01\|40.16\|2.34\|40.24\|40.88\|39.63\|18352;2026-04-02\|38.84\|-3.29\|39.54\|40.76\|38.50\|24971;2026-04-03\|37.70\|-2.94\|39.34\|39.70\|37.30\|31470;2026-04-07\|37.31\|-1.03\|37.73\|38.25\|37.14\|22891;2026-04-08\|40.35\|8.15\|38.02\|40.48\|38.02\|28828;2026-04-09\|39.85\|-1.24\|40.12\|40.12\|39.40\|22716;2026-04-10\|40.82\|2.43\|40.00\|41.33\|40.00\|23311;2026-04-13\|39.55\|-3.11\|40.42\|40.42\|39.26\|26227;2026-04-14\|39.33\|-0.56\|39.98\|40.17\|38.90\|30214;2026-04-15\|39.10\|-0.58\|39.17\|39.75\|38.96\|17401;2026-04-16\|40.02\|2.35\|39.40\|40.20\|38.55\|19232;2026-04-17\|41.37\|3.37\|40.48\|42.78\|40.02\|36519;2026-04-20\|42.50\|2.73\|41.33\|43.66\|40.90\|39581;2026-04-21\|42.10\|-0.94\|42.27\|42.86\|41.40\|29133;2026-04-22\|41.39\|-1.69\|42.59\|42.78\|40.87\|29144;2026-04-23\|40.26\|-2.73\|41.41\|41.41\|40.00\|21423;2026-04-24\|41.95\|4.20\|40.52\|42.37\|40.22\|29739;2026-04-27\|42.33\|0.91\|42.12\|42.48\|40.32\|33309;2026-04-28\|45.85\|8.32\|42.56\|46.88\|42.34\|74180;2026-04-29\|45.80\|-0.11\|45.69\|46.04\|44.91\|42417;2026-04-30\|48.40\|5.68\|45.80\|49.98\|45.09\|57744;2026-05-06\|49.20\|1.65\|49.00\|49.69\|47.15\|59606;2026-05-07\|52.93\|7.58\|49.59\|55.55\|49.25\|115338;2026-05-08\|52.30\|-1.19\|51.84\|53.47\|51.10\|55467;2026-05-11\|53.80\|2.87\|52.12\|54.17\|51.81\|57086;2026-05-12\|51.50\|-4.28\|53.40\|54.00\|51.22\|48750;2026-05-13\|52.09\|1.15\|51.50\|52.60\|50.75\|34788;2026-05-14\|54.83\|5.26\|52.62\|55.95\|51.71\|61546;2026-05-15\|53.70\|-2.06\|54.71\|55.14\|52.60\|48976;2026-05-18\|55.41\|3.18\|53.32\|55.81\|52.32\|37521;2026-05-19\|56.25\|1.52\|55.44\|56.33\|52.00\|48704;2026-05-20\|57.12\|1.55\|55.69\|57.78\|55.00\|37386;2026-05-21\|53.68\|-6.02\|57.50\|61.66\|53.54\|85325;2026-05-22\|58.97\|9.85\|54.32\|60.36\|53.38\|84813;2026-05-25\|58.77\|-0.17\|58.86\|59.55\|56.48\|52907;2026-05-26\|61.85\|5.24\|58.77\|62.44\|58.00\|70541;2026-05-27\|61.02\|-1.34\|61.72\|64.75\|60.06\|69951;2026-05-28\|59.70\|-2.16\|60.62\|61.50\|57.00\|69375;2026-05-29\|52.53\|-12.01\|60.00\|60.03\|51.45\|93717;2026-06-01\|51.14\|-2.65\|51.60\|53.46\|50.61\|46671;2026-06-02\|52.80\|3.25\|50.80\|53.49\|49.12\|54427;2026-06-03\|53.20\|0.76\|52.74\|54.35\|51.51\|35673;2026-06-04\|52.47\|-1.37\|51.81\|53.00\|51.22\|25648;2026-06-05\|52.52\|0.10\|52.27\|54.88\|51.50\|28195;2026-06-08\|50.02\|-4.76\|50.79\|52.20\|49.00\|28309;2026-06-09\|51.82\|3.60\|51.35\|51.97\|49.60\|19601;2026-06-10\|50.62\|-2.32\|51.11\|51.32\|49.86\|20407;2026-06-11\|54.65\|7.96\|50.97\|56.14\|49.65\|50656;2026-06-12\|53.00\|-3.02\|56.00\|57.25\|52.41\|48827;2026-06-15\|58.99\|11.30\|53.71\|60.62\|53.71\|74091;2026-06-16\|60.07\|1.83\|58.67\|61.68\|57.70\|48702;2026-06-17\|61.10\|1.71\|59.77\|62.50\|59.60\|33949;2026-06-18\|64.36\|5.34\|62.30\|65.50\|60.79\|49540;2026-06-22\|64.06\|-0.47\|66.57\|67.91\|62.15\|47577;2026-06-23\|62.50\|-2.44\|64.24\|64.97\|61.66\|36573;2026-06-24\|65.95\|5.52\|61.86\|66.64\|60.50\|36621;2026-06-25\|66.08\|0.20\|65.57\|69.20\|65.18\|35401;2026-06-26\|68.73\|4.01\|66.11\|70.76\|64.65\|50980;2026-06-29\|74.23\|8.00\|68.00\|75.87\|68.00\|70153;2026-06-30\|89.08\|20.01\|74.23\|89.08\|73.39\|92373;2026-07-01\|92.59\|3.94\|94.88\|102.50\|90.37\|160667;2026-07-02\|98.31\|6.18\|90.72\|104.00\|85.51\|138994;2026-07-03\|97.50\|-0.82\|99.87\|103.87\|92.44\|87212;2026-07-06\|92.81\|-4.81\|97.72\|99.59\|89.92\|69726;2026-07-07\|99.20\|6.88\|96.94\|103.96\|95.20\|106083;2026-07-08\|91.40\|-7.86\|99.25\|101.00\|89.50\|72068;2026-07-09\|93.00\|1.75\|92.00\|95.48\|85.00\|89220;2026-07-10\|93.00\|0.00\|92.88\|99.50\|89.00\|80296
114749	英特尔斥巨资建设半导体基板制造厂	涨停揭秘：布局航天级超薄玻璃（UTG）光伏封装方案，适配长征系列火箭密集首飞及英伟达‘太空计算’平台对高可靠性封装材料的需求；涨停缘由：航天产业化提速拉动高端封装材料需求；UTG在光伏BIPV及卫星载荷领域应用拓展；特斯拉中国光伏设备采购预期升温；资金逻辑：资金借势航天+光伏双热点轮动，叠加UTG技术稀缺性，吸引主题资金快速聚集；风险提示：航天级UTG认证周期长，量产规模有限，光伏封装业务占比仍较低，短期难成业绩支柱	公司核心产品TGV（玻璃通孔）玻璃基板是下一代芯片先进封装的关键材料	2026-03-03\|32.51\|-4.24\|33.93\|34.22\|32.38\|789445;2026-03-04\|32.06\|-1.38\|32.07\|32.75\|31.66\|610588;2026-03-05\|32.39\|1.03\|32.70\|32.95\|32.15\|475695;2026-03-06\|32.41\|0.06\|32.22\|32.58\|31.95\|409327;2026-03-09\|31.45\|-2.96\|31.70\|31.70\|30.60\|617820;2026-03-10\|32.56\|3.53\|32.01\|32.87\|32.00\|580495;2026-03-11\|32.49\|-0.21\|32.44\|33.29\|32.36\|544582;2026-03-12\|32.02\|-1.45\|32.33\|32.79\|31.72\|451199;2026-03-13\|31.51\|-1.59\|31.80\|32.03\|31.43\|360302;2026-03-16\|31.19\|-1.02\|31.50\|31.63\|30.63\|398318;2026-03-17\|30.56\|-2.02\|31.50\|31.77\|30.52\|441544;2026-03-18\|30.63\|0.23\|30.78\|30.87\|30.18\|392729;2026-03-19\|29.73\|-2.94\|30.12\|30.21\|29.54\|510770;2026-03-20\|29.35\|-1.28\|29.90\|30.18\|29.32\|431161;2026-03-23\|27.88\|-5.01\|28.80\|28.98\|27.60\|688094;2026-03-24\|28.00\|0.43\|28.38\|28.50\|27.26\|461653;2026-03-25\|29.40\|5.00\|28.30\|29.80\|28.30\|762030;2026-03-26\|28.95\|-1.53\|29.42\|30.10\|28.84\|610509;2026-03-27\|28.70\|-0.86\|28.51\|29.11\|28.28\|423583;2026-03-30\|28.30\|-1.39\|28.16\|28.35\|27.67\|492467;2026-03-31\|27.98\|-1.13\|28.31\|28.91\|27.97\|479032;2026-04-01\|28.62\|2.29\|28.74\|29.26\|28.37\|582477;2026-04-02\|27.48\|-3.98\|28.40\|28.49\|27.12\|527485;2026-04-03\|27.92\|1.60\|27.70\|28.65\|27.15\|587528;2026-04-07\|28.29\|1.33\|28.60\|29.19\|28.06\|682236;2026-04-08\|29.97\|5.94\|28.97\|29.97\|28.80\|1086302;2026-04-09\|29.67\|-1.00\|29.31\|30.19\|29.02\|776955;2026-04-10\|30.13\|1.55\|30.07\|30.79\|29.83\|918777;2026-04-13\|29.71\|-1.39\|29.75\|30.13\|29.45\|763049;2026-04-14\|30.15\|1.48\|30.07\|30.50\|29.76\|776606;2026-04-15\|29.59\|-1.86\|30.40\|30.52\|29.36\|807023;2026-04-16\|25.64\|-13.35\|26.99\|27.18\|24.94\|2448675;2026-04-17\|25.99\|1.37\|25.46\|26.50\|25.31\|1407541;2026-04-20\|27.20\|4.66\|26.88\|27.81\|26.88\|1571331;2026-04-21\|26.84\|-1.32\|27.06\|27.10\|26.32\|877209;2026-04-22\|27.25\|1.53\|26.60\|27.34\|26.57\|843336;2026-04-23\|26.60\|-2.39\|27.20\|27.32\|26.40\|729269;2026-04-24\|25.96\|-2.41\|26.44\|26.65\|25.60\|589932;2026-04-27\|26.71\|2.89\|25.93\|26.92\|25.89\|707392;2026-04-28\|25.62\|-4.08\|26.50\|26.56\|25.50\|726295;2026-04-29\|25.82\|0.78\|25.37\|25.91\|25.30\|528026;2026-04-30\|25.69\|-0.50\|25.72\|25.85\|25.34\|499004;2026-05-06\|26.62\|3.62\|25.90\|26.88\|25.90\|902711;2026-05-07\|27.62\|3.76\|26.99\|27.80\|26.61\|971375;2026-05-08\|28.55\|3.37\|27.40\|28.75\|27.16\|1230763;2026-05-11\|30.82\|7.95\|28.86\|31.16\|28.66\|1869653;2026-05-12\|30.48\|-1.10\|30.25\|30.65\|29.69\|1292718;2026-05-13\|32.69\|7.25\|30.09\|33.14\|29.89\|1810127;2026-05-14\|32.31\|-1.16\|32.70\|33.50\|31.60\|1767367;2026-05-15\|34.21\|5.88\|34.00\|35.00\|33.16\|2626004;2026-05-18\|38.70\|13.12\|35.35\|40.50\|34.40\|3221783;2026-05-19\|37.96\|-1.91\|38.00\|39.42\|37.01\|2399764;2026-05-20\|36.31\|-4.35\|37.20\|37.48\|36.10\|1909340;2026-05-21\|36.51\|0.55\|36.99\|38.12\|35.75\|2363901;2026-05-22\|38.40\|5.18\|35.86\|38.55\|35.26\|2220880;2026-05-25\|39.52\|2.92\|38.60\|40.47\|38.60\|2199453;2026-05-26\|38.48\|-2.63\|39.01\|39.36\|37.40\|1572084;2026-05-27\|40.28\|4.68\|38.10\|41.00\|37.45\|2163896;2026-05-28\|40.23\|-0.12\|39.80\|41.70\|39.50\|1918413;2026-05-29\|40.50\|0.67\|39.90\|41.30\|38.13\|1979247;2026-06-01\|41.83\|3.28\|40.71\|42.88\|39.90\|2159002;2026-06-02\|41.23\|-1.43\|41.68\|43.00\|40.30\|1730263;2026-06-03\|44.39\|7.66\|41.10\|46.80\|40.29\|2858563;2026-06-04\|43.64\|-1.69\|44.03\|45.17\|43.05\|1779391;2026-06-05\|45.61\|4.51\|43.11\|47.79\|41.99\|2301436;2026-06-08\|42.64\|-6.51\|43.20\|45.40\|42.57\|1984135;2026-06-09\|44.78\|5.02\|43.41\|45.24\|40.76\|2089711;2026-06-10\|42.11\|-5.96\|43.52\|43.80\|40.80\|1800967;2026-06-11\|42.68\|1.35\|41.18\|42.93\|40.62\|1391332;2026-06-12\|41.14\|-3.61\|44.00\|47.55\|41.13\|2312564;2026-06-15\|45.98\|11.76\|43.10\|46.46\|42.18\|2320500;2026-06-16\|48.35\|5.15\|45.33\|50.60\|45.30\|2406560;2026-06-17\|51.21\|5.92\|47.80\|51.65\|47.80\|1970201;2026-06-18\|55.77\|8.90\|51.24\|58.01\|51.24\|2160358;2026-06-22\|53.81\|-3.51\|56.89\|57.10\|53.40\|2496356;2026-06-23\|53.32\|-0.91\|53.80\|56.25\|52.51\|1903093;2026-06-24\|52.92\|-0.75\|52.26\|53.96\|50.39\|1746077;2026-06-25\|55.72\|5.29\|53.86\|58.50\|52.82\|2142999;2026-06-26\|55.59\|-0.23\|54.32\|57.48\|53.00\|1857354;2026-06-29\|51.83\|-6.76\|56.58\|57.00\|50.40\|1950390;2026-06-30\|53.66\|3.53\|52.00\|54.80\|49.69\|1662137;2026-07-01\|53.42\|-0.45\|53.80\|56.41\|52.68\|1550203;2026-07-02\|50.69\|-5.11\|51.30\|54.55\|49.78\|1427952;2026-07-03\|52.42\|3.41\|51.21\|53.38\|50.00\|1329898;2026-07-06\|51.31\|-1.27\|51.30\|53.28\|50.08\|1102384;2026-07-07\|51.85\|1.05\|51.37\|53.20\|50.70\|1226272;2026-07-08\|46.05\|-11.19\|51.07\|51.34\|45.06\|1871542;2026-07-09\|46.73\|1.48\|46.35\|46.89\|43.63\|1785474;2026-07-10\|43.64\|-6.61\|46.33\|47.12\|43.60\|1474420
114748	英特尔斥巨资建设半导体基板制造厂	中硼硅药用玻璃+RTU免洗免灭药包+产品涨价 1、据2026年5月15日投资者关系活动记录表，2026年公司把握市场动态，对公司部分产品进行了涨价，以应对集采政策落地后医药包装市场的需求恢复。 2、据2025年年度报告，公司于2025年投产免洗免灭菌RTU药用包材及预灌封注射器项目，产品针对美国503B法案催生的药房无菌新需求，已在美国设立公司搭建海外团队实现本地化销售。 3、据2025年年度报告，公司是国内领先的中硼硅药用玻璃生产基地，中硼硅产品占医药包装业务收入超过85%，形成了从制管到制瓶的完整产业链。	作为国内领先的硼硅玻璃生产企业，表示探索硼硅玻璃材料在多个前沿领域如微晶玻璃、光学玻璃的应用场景	2026-03-03\|16.98\|-3.36\|17.64\|17.68\|16.94\|56189;2026-03-04\|16.45\|-3.12\|16.87\|17.06\|16.34\|55574;2026-03-05\|16.59\|0.85\|16.64\|16.70\|16.42\|38795;2026-03-06\|17.40\|4.88\|16.58\|17.47\|16.48\|85751;2026-03-09\|16.77\|-3.62\|17.00\|17.08\|16.44\|79663;2026-03-10\|17.12\|2.09\|16.79\|17.30\|16.75\|62427;2026-03-11\|17.65\|3.10\|17.12\|17.73\|17.03\|72450;2026-03-12\|18.00\|1.98\|17.63\|18.12\|17.55\|72874;2026-03-13\|17.83\|-0.94\|18.05\|18.27\|17.77\|61845;2026-03-16\|18.12\|1.63\|17.80\|18.20\|17.70\|49772;2026-03-17\|17.81\|-1.71\|18.12\|18.37\|17.76\|45942;2026-03-18\|18.01\|1.12\|17.91\|18.14\|17.59\|35725;2026-03-19\|17.00\|-5.61\|17.86\|18.01\|16.93\|55899;2026-03-20\|15.43\|-9.24\|17.01\|17.14\|15.40\|145924;2026-03-23\|15.53\|0.65\|15.14\|16.35\|15.07\|103455;2026-03-24\|15.93\|2.58\|15.84\|15.97\|15.24\|48069;2026-03-25\|16.27\|2.13\|15.88\|16.63\|15.88\|51201;2026-03-26\|16.47\|1.23\|16.28\|16.93\|16.11\|49880;2026-03-27\|17.02\|3.34\|16.34\|17.05\|16.30\|52783;2026-03-30\|16.60\|-2.47\|16.90\|16.95\|16.26\|52106;2026-03-31\|17.04\|2.65\|16.60\|17.12\|16.60\|52804;2026-04-01\|20.45\|20.01\|17.21\|20.45\|17.21\|383450;2026-04-02\|23.59\|15.35\|21.84\|24.50\|21.84\|613131;2026-04-03\|22.09\|-6.36\|23.10\|23.45\|20.43\|525632;2026-04-07\|21.22\|-3.94\|21.91\|22.16\|20.88\|314770;2026-04-08\|23.67\|11.55\|21.65\|23.89\|21.19\|406388;2026-04-09\|24.06\|1.65\|25.06\|25.29\|22.99\|426314;2026-04-10\|25.00\|3.91\|24.45\|26.28\|24.11\|396023;2026-04-13\|24.10\|-3.60\|25.00\|25.29\|23.48\|266080;2026-04-14\|23.76\|-1.41\|24.02\|24.58\|23.17\|190491;2026-04-15\|23.52\|-1.01\|23.85\|24.33\|23.23\|165329;2026-04-16\|23.31\|-0.89\|24.11\|24.20\|22.70\|191534;2026-04-17\|25.06\|7.51\|23.16\|26.00\|22.78\|313535;2026-04-20\|25.93\|3.47\|26.73\|27.43\|25.49\|341357;2026-04-21\|24.84\|-4.20\|25.50\|25.65\|23.27\|264702;2026-04-22\|27.42\|10.39\|24.81\|28.60\|24.65\|349345;2026-04-23\|26.56\|-3.14\|26.78\|27.86\|26.03\|206911;2026-04-24\|27.77\|4.56\|26.48\|28.79\|26.33\|230948;2026-04-27\|28.45\|2.45\|28.33\|29.25\|27.59\|237521;2026-04-28\|26.69\|-6.19\|29.00\|29.00\|26.42\|212278;2026-04-29\|25.70\|-3.71\|26.02\|27.14\|25.22\|239562;2026-04-30\|26.85\|4.47\|25.08\|27.28\|24.03\|289761;2026-05-06\|25.98\|-3.24\|27.02\|27.77\|25.89\|184850;2026-05-07\|26.28\|1.15\|26.10\|27.69\|25.77\|185731;2026-05-08\|27.50\|4.64\|26.07\|29.00\|25.72\|250755;2026-05-11\|33.00\|20.00\|27.50\|33.00\|27.50\|344250;2026-05-12\|33.03\|0.09\|34.04\|34.56\|32.41\|357234;2026-05-13\|34.94\|5.78\|32.34\|35.67\|31.66\|302750;2026-05-14\|36.85\|5.47\|34.32\|37.77\|33.39\|337698;2026-05-15\|35.49\|-3.69\|36.81\|37.31\|34.75\|282778;2026-05-18\|39.44\|11.13\|35.36\|41.80\|35.36\|367900;2026-05-19\|40.01\|1.45\|39.61\|41.00\|38.00\|249404;2026-05-20\|40.33\|0.80\|40.87\|40.87\|37.02\|267696;2026-05-21\|43.31\|7.39\|43.66\|48.38\|43.31\|435666;2026-05-22\|49.15\|13.48\|45.10\|50.20\|43.99\|337944;2026-05-25\|45.40\|-7.63\|47.50\|48.69\|43.21\|355532;2026-05-26\|44.90\|-1.10\|45.00\|45.87\|40.40\|285996;2026-05-27\|43.86\|-2.32\|43.99\|47.02\|43.00\|232309;2026-05-28\|44.20\|0.78\|42.28\|45.30\|40.88\|220686;2026-05-29\|42.26\|-4.39\|46.67\|46.98\|41.43\|211305;2026-06-01\|44.22\|4.64\|43.57\|47.50\|43.06\|241777;2026-06-02\|42.35\|-4.23\|43.98\|45.40\|40.30\|237487;2026-06-03\|45.45\|7.32\|41.80\|47.47\|40.69\|314385;2026-06-04\|54.54\|20.00\|44.00\|54.54\|43.52\|361391;2026-06-05\|54.69\|0.28\|54.94\|57.50\|52.36\|352887;2026-06-08\|52.56\|-3.89\|51.01\|57.88\|51.01\|334345;2026-06-09\|53.40\|1.79\|53.01\|54.41\|49.66\|317072;2026-06-10\|49.96\|-6.44\|52.00\|52.40\|48.28\|222366;2026-06-11\|54.86\|9.81\|49.08\|56.30\|47.17\|315131;2026-06-12\|52.46\|-4.37\|55.74\|56.50\|51.00\|232573;2026-06-15\|58.88\|12.24\|55.01\|59.40\|55.01\|223254;2026-06-16\|63.16\|7.27\|58.35\|67.93\|58.05\|297805;2026-06-17\|71.65\|13.44\|65.76\|74.00\|63.01\|311182;2026-06-18\|66.86\|-6.69\|67.90\|69.97\|66.22\|251045;2026-06-22\|68.20\|2.00\|69.80\|70.00\|66.68\|245448;2026-06-23\|66.47\|-2.54\|68.00\|69.90\|64.50\|199064;2026-06-24\|68.26\|2.69\|67.66\|71.00\|65.80\|227610;2026-06-25\|66.23\|-2.97\|70.36\|72.65\|65.78\|278213;2026-06-26\|71.15\|7.43\|65.62\|76.30\|64.26\|304622;2026-06-29\|63.18\|-11.20\|70.79\|73.88\|62.00\|298698;2026-06-30\|66.90\|5.89\|65.08\|69.40\|64.02\|227189;2026-07-01\|63.40\|-5.23\|65.70\|66.47\|63.06\|177733;2026-07-02\|57.44\|-9.40\|58.88\|62.25\|57.18\|247808;2026-07-03\|51.55\|-10.25\|56.68\|57.44\|51.31\|292211;2026-07-06\|47.04\|-8.75\|51.64\|52.55\|46.58\|225540;2026-07-07\|45.57\|-3.12\|47.00\|47.60\|44.60\|150146;2026-07-08\|47.99\|5.31\|46.48\|50.56\|45.88\|296542;2026-07-09\|50.01\|4.21\|48.94\|51.87\|47.15\|233635;2026-07-10\|45.73\|-8.56\|51.52\|51.89\|45.65\|240792
114747	英特尔斥巨资建设半导体基板制造厂	CPO+存储芯片+激光设备+年报扭亏行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月11日互动易，公司持续关注CPO前沿领域技术发展，围绕光互连制造环节，提供光纤材料精密切割、检测及基板微孔加工等激光解决方案，公司与行业知名客户保持稳定合作关系并持续开展技术交流与工艺验证。 2、据2026年4月28日年报，公司针对存储芯片领域推出SDBG相关设备，可适配超薄晶圆隐形切割与减薄前加工，已获得国内头部厂商量产订单并已通过客户端量产验证。 3、据2026年4月28日年报，公司2025年度实现营业收入7.87亿元，同比增长10.10%，实现归母净利润2584.79万元，同比扭亏为盈，主要系产品验收增加和费用管控等因素所致。	1、公司为玻璃基板封装提供关键的TGV（玻璃通孔）激光微孔加工设备； 2、公司LSD-6130硅晶圆激光隐切设备已获国内存储芯片头部厂商订单并完成量产验证，后续推广有望加速； 3、公司重点关注固态电池技术，将压辊清洗、激光烘烤等技术引入到固态电池制程应用，攻克固态电池制程难题，推出极片制痕绝缘、干法电极激光预热、超快激光极片制片等;	2026-03-03\|52.40\|-7.17\|56.88\|57.40\|52.00\|107813;2026-03-04\|51.13\|-2.42\|51.01\|53.20\|50.00\|79146;2026-03-05\|53.49\|4.62\|52.50\|57.09\|51.30\|112223;2026-03-06\|54.17\|1.27\|54.80\|56.40\|51.88\|94142;2026-03-09\|51.23\|-5.43\|52.00\|52.50\|48.34\|109189;2026-03-10\|53.00\|3.46\|51.98\|53.65\|51.40\|69407;2026-03-11\|52.90\|-0.19\|52.71\|54.27\|51.00\|93028;2026-03-12\|52.80\|-0.19\|52.80\|54.12\|51.70\|70020;2026-03-13\|50.00\|-5.30\|52.79\|53.57\|50.00\|57452;2026-03-16\|53.62\|7.24\|50.26\|53.88\|49.81\|90834;2026-03-17\|49.70\|-7.31\|53.99\|54.18\|49.70\|74760;2026-03-18\|51.71\|4.04\|50.15\|51.88\|49.10\|63726;2026-03-19\|48.57\|-6.07\|50.35\|50.80\|48.11\|71505;2026-03-20\|48.22\|-0.72\|49.18\|51.47\|48.10\|74803;2026-03-23\|47.58\|-1.33\|47.61\|50.29\|47.14\|80308;2026-03-24\|47.80\|0.46\|48.33\|49.00\|45.82\|74042;2026-03-25\|50.12\|4.85\|49.03\|51.75\|48.87\|86118;2026-03-26\|49.76\|-0.72\|50.00\|51.20\|49.12\|63285;2026-03-27\|50.85\|2.19\|49.00\|52.05\|48.30\|80941;2026-03-30\|49.00\|-3.64\|49.98\|51.47\|48.90\|81515;2026-03-31\|46.45\|-5.20\|48.40\|49.75\|46.33\|91761;2026-04-01\|48.35\|4.09\|47.78\|48.98\|47.57\|62171;2026-04-02\|48.28\|-0.14\|47.80\|49.40\|47.30\|52946;2026-04-03\|52.33\|8.39\|49.00\|53.67\|48.35\|110998;2026-04-07\|51.35\|-1.87\|52.63\|53.20\|51.09\|68497;2026-04-08\|54.28\|5.71\|53.00\|54.40\|52.28\|75071;2026-04-09\|54.71\|0.79\|53.36\|55.77\|52.66\|81612;2026-04-10\|52.90\|-3.31\|55.40\|56.50\|52.50\|105371;2026-04-13\|54.82\|3.63\|52.06\|55.10\|52.06\|75024;2026-04-14\|56.76\|3.54\|55.00\|57.58\|54.64\|80639;2026-04-15\|57.19\|0.76\|55.93\|58.39\|55.63\|74202;2026-04-16\|57.31\|0.21\|56.51\|57.93\|55.90\|58145;2026-04-17\|60.95\|6.35\|57.96\|65.00\|57.96\|103635;2026-04-20\|60.24\|-1.16\|61.11\|62.07\|59.82\|93713;2026-04-21\|60.46\|0.37\|59.53\|60.94\|59.23\|56788;2026-04-22\|61.94\|2.45\|60.36\|63.35\|60.10\|67804;2026-04-23\|58.44\|-5.65\|61.67\|62.04\|58.20\|76407;2026-04-24\|56.91\|-2.62\|58.16\|59.20\|56.38\|56748;2026-04-27\|63.10\|10.88\|57.15\|65.51\|57.14\|106867;2026-04-28\|58.97\|-6.55\|58.65\|62.95\|58.45\|101500;2026-04-29\|58.65\|-0.54\|57.88\|59.88\|56.13\|67945;2026-04-30\|60.46\|3.09\|60.00\|62.62\|59.69\|77611;2026-05-06\|60.48\|0.03\|61.66\|61.98\|59.99\|85256;2026-05-07\|64.30\|6.32\|60.35\|66.53\|59.61\|95566;2026-05-08\|64.07\|-0.36\|63.30\|65.50\|62.26\|61693;2026-05-11\|66.49\|3.78\|66.08\|68.87\|65.50\|86185;2026-05-12\|66.02\|-0.71\|66.00\|66.51\|64.60\|61832;2026-05-13\|68.99\|4.50\|64.35\|70.66\|64.09\|96329;2026-05-14\|72.74\|5.44\|71.00\|76.46\|69.82\|125573;2026-05-15\|73.64\|1.24\|72.77\|77.08\|71.50\|142400;2026-05-18\|72.78\|-1.17\|73.99\|78.88\|71.14\|125556;2026-05-19\|74.25\|2.02\|71.00\|75.66\|68.80\|118044;2026-05-20\|76.80\|3.43\|74.00\|78.60\|72.61\|105383;2026-05-21\|77.48\|0.89\|81.50\|88.88\|76.82\|161349;2026-05-22\|78.70\|1.57\|78.00\|80.68\|75.70\|124938;2026-05-25\|90.27\|14.70\|81.00\|91.99\|78.00\|152493;2026-05-26\|87.43\|-3.15\|89.37\|91.00\|83.74\|123890;2026-05-27\|88.99\|1.78\|90.74\|95.65\|85.50\|125941;2026-05-28\|92.00\|3.38\|85.55\|93.00\|80.60\|111806;2026-05-29\|76.56\|-16.78\|91.08\|91.08\|75.00\|128215;2026-06-01\|70.06\|-8.49\|74.80\|77.68\|70.05\|95743;2026-06-02\|71.40\|1.91\|70.90\|73.70\|68.41\|81767;2026-06-03\|72.28\|1.23\|71.40\|75.80\|70.00\|84076;2026-06-04\|75.10\|3.90\|69.95\|76.28\|69.01\|89626;2026-06-05\|80.15\|6.72\|73.00\|83.22\|72.01\|113615;2026-06-08\|75.75\|-5.49\|75.73\|81.67\|75.67\|80814;2026-06-09\|79.40\|4.82\|77.20\|79.74\|73.99\|77073;2026-06-10\|71.02\|-10.55\|77.59\|78.00\|69.52\|79390;2026-06-11\|70.39\|-0.89\|69.03\|71.60\|65.98\|62897;2026-06-12\|67.70\|-3.82\|73.15\|73.88\|67.10\|72761;2026-06-15\|81.24\|20.00\|68.50\|81.24\|68.11\|123741;2026-06-16\|83.13\|2.33\|80.02\|83.47\|79.02\|90013;2026-06-17\|85.79\|3.20\|80.25\|89.90\|80.25\|110051;2026-06-18\|85.25\|-0.63\|83.08\|86.40\|83.08\|80493;2026-06-22\|85.70\|0.53\|86.82\|89.89\|82.27\|101406;2026-06-23\|82.49\|-3.75\|84.33\|84.33\|78.70\|89119;2026-06-24\|81.60\|-1.08\|81.33\|82.22\|78.25\|77480;2026-06-25\|83.66\|2.52\|85.00\|85.58\|80.00\|107033;2026-06-26\|88.01\|5.20\|84.00\|90.89\|82.07\|137454;2026-06-29\|87.88\|-0.15\|88.88\|94.78\|81.80\|105509;2026-06-30\|96.01\|9.25\|89.30\|99.66\|89.06\|116243;2026-07-01\|91.23\|-4.98\|93.40\|94.99\|90.00\|93034;2026-07-02\|78.97\|-13.44\|86.00\|86.29\|78.36\|82522;2026-07-03\|75.04\|-4.98\|76.07\|80.62\|73.58\|73148;2026-07-06\|70.72\|-5.76\|75.99\|76.79\|69.56\|60037;2026-07-07\|68.85\|-2.64\|69.75\|72.50\|67.72\|43956;2026-07-08\|65.57\|-4.76\|69.08\|69.96\|63.60\|67686;2026-07-09\|69.78\|6.42\|66.20\|69.98\|65.02\|57686;2026-07-10\|62.58\|-10.32\|70.00\|72.38\|62.55\|8235700
114746	英特尔斥巨资建设半导体基板制造厂	玻璃基板+浮法玻璃+光伏玻璃行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2025年8月27日互动易，公司正与国内某著名自主芯片科技公司合作研发高性能芯片封装玻璃；据2026年4月23日年报，半导体封装用玻璃基板、TGV玻璃中介层等正成为电子玻璃行业重要发展赛道。 2、据2026年4月23日年报，公司浮法玻璃日熔量16,600吨，光伏玻璃产能13,000吨/日，两大主业产能均位列行业前三，是国内建筑玻璃原片及光伏光电玻璃领域的龙头企业之一。 3、据西部证券2026年6月15日研报，首次覆盖给予“增持”评级，预计2026-2028年归母净利润分别同比增长8%、56%、30%，认为公司成本优势构筑护城河，有望率先受益于行业供需格局改善。	公司已构建优质浮法玻璃原片、节能建筑玻璃、光伏玻璃、高铝电子玻璃、中性硼硅玻璃产业发展格局	2026-03-03\|7.14\|-4.16\|7.47\|7.52\|7.08\|597546;2026-03-04\|6.81\|-4.62\|7.05\|7.18\|6.70\|1038457;2026-03-05\|6.76\|-0.73\|6.90\|6.94\|6.70\|556539;2026-03-06\|6.93\|2.51\|6.70\|6.99\|6.69\|526335;2026-03-09\|6.84\|-1.30\|6.88\|7.00\|6.69\|503321;2026-03-10\|6.94\|1.46\|6.86\|7.08\|6.86\|488715;2026-03-11\|7.08\|2.02\|6.94\|7.15\|6.91\|466461;2026-03-12\|6.92\|-2.26\|7.11\|7.11\|6.86\|494952;2026-03-13\|6.81\|-1.59\|6.89\|7.08\|6.78\|410022;2026-03-16\|6.64\|-2.50\|6.81\|6.89\|6.54\|588829;2026-03-17\|6.57\|-1.05\|6.65\|6.87\|6.56\|512983;2026-03-18\|6.46\|-1.67\|6.58\|6.64\|6.40\|470495;2026-03-19\|6.22\|-3.72\|6.40\|6.43\|6.18\|537624;2026-03-20\|6.09\|-2.09\|6.25\|6.30\|6.03\|599580;2026-03-23\|5.87\|-3.61\|6.05\|6.07\|5.73\|777432;2026-03-24\|5.91\|0.68\|5.92\|5.97\|5.78\|528859;2026-03-25\|5.97\|1.02\|5.90\|6.04\|5.90\|470793;2026-03-26\|5.73\|-4.02\|5.96\|6.02\|5.67\|851057;2026-03-27\|5.79\|1.05\|5.66\|5.83\|5.65\|394102;2026-03-30\|5.85\|1.04\|5.72\|5.90\|5.61\|474717;2026-03-31\|5.83\|-0.34\|5.82\|6.09\|5.78\|627782;2026-04-01\|5.90\|1.20\|5.90\|6.02\|5.85\|409963;2026-04-02\|5.80\|-1.69\|5.85\|5.87\|5.73\|375432;2026-04-03\|5.62\|-3.10\|5.79\|5.80\|5.60\|319416;2026-04-07\|5.60\|-0.36\|5.64\|5.66\|5.56\|295184;2026-04-08\|5.83\|4.11\|5.70\|5.83\|5.70\|426260;2026-04-09\|5.79\|-0.69\|5.81\|5.82\|5.67\|435390;2026-04-10\|5.81\|0.35\|5.84\|5.92\|5.80\|561946;2026-04-13\|5.93\|2.07\|5.74\|5.97\|5.71\|522131;2026-04-14\|5.88\|-0.84\|5.92\|5.96\|5.82\|374140;2026-04-15\|5.79\|-1.53\|5.88\|5.91\|5.79\|417578;2026-04-16\|5.88\|1.55\|5.81\|5.90\|5.77\|363101;2026-04-17\|5.90\|0.34\|5.86\|5.97\|5.78\|475799;2026-04-20\|6.10\|3.39\|5.97\|6.22\|5.96\|1060118;2026-04-21\|6.01\|-1.48\|6.07\|6.12\|5.98\|571165;2026-04-22\|6.12\|1.83\|6.04\|6.19\|5.98\|655164;2026-04-23\|6.03\|-1.47\|6.00\|6.15\|5.89\|1067945;2026-04-24\|6.42\|6.47\|6.13\|6.59\|6.10\|2063132;2026-04-27\|6.83\|6.39\|6.45\|7.06\|6.45\|1836578;2026-04-28\|6.53\|-4.39\|6.79\|6.81\|6.50\|1091967;2026-04-29\|6.51\|-0.31\|6.47\|6.68\|6.41\|834718;2026-04-30\|6.33\|-2.77\|6.46\|6.49\|6.24\|853708;2026-05-06\|6.42\|1.42\|6.38\|6.47\|6.25\|897284;2026-05-07\|6.65\|3.58\|6.39\|6.75\|6.37\|1058546;2026-05-08\|6.22\|-6.47\|6.57\|6.69\|6.16\|1469166;2026-05-11\|6.56\|5.47\|6.20\|6.66\|6.08\|1392829;2026-05-12\|6.79\|3.51\|6.51\|6.86\|6.34\|1299608;2026-05-13\|6.78\|-0.15\|6.71\|6.86\|6.62\|838192;2026-05-14\|6.70\|-1.18\|6.75\|6.90\|6.60\|783110;2026-05-15\|6.38\|-4.78\|6.69\|6.77\|6.29\|930629;2026-05-18\|6.48\|1.57\|6.32\|6.58\|6.26\|696106;2026-05-19\|6.46\|-0.31\|6.48\|6.60\|6.37\|479016;2026-05-20\|6.36\|-1.55\|6.45\|6.48\|6.20\|607267;2026-05-21\|6.83\|7.39\|6.70\|7.00\|6.70\|1991487;2026-05-22\|6.76\|-1.02\|6.72\|6.83\|6.54\|1694618;2026-05-25\|7.12\|5.33\|6.83\|7.33\|6.73\|1603923;2026-05-26\|7.10\|-0.28\|7.06\|7.33\|7.04\|1306573;2026-05-27\|6.99\|-1.55\|7.02\|7.34\|6.95\|1456564;2026-05-28\|6.95\|-0.57\|6.95\|7.16\|6.85\|1140973;2026-05-29\|6.69\|-3.74\|7.06\|7.18\|6.52\|1418503;2026-06-01\|6.76\|1.05\|6.58\|6.93\|6.57\|1264376;2026-06-02\|6.50\|-3.85\|6.70\|6.75\|6.39\|842576;2026-06-03\|6.19\|-4.77\|6.48\|6.62\|6.15\|989442;2026-06-04\|6.56\|5.98\|6.10\|6.78\|6.01\|1624864;2026-06-05\|7.03\|7.16\|6.49\|7.22\|6.49\|2316250;2026-06-08\|6.78\|-3.56\|6.93\|7.25\|6.74\|2121762;2026-06-09\|7.19\|6.05\|6.89\|7.22\|6.51\|1781479;2026-06-10\|6.60\|-6.78\|7.08\|7.22\|6.52\|1790213;2026-06-11\|6.63\|0.45\|6.46\|6.80\|6.36\|1122482;2026-06-12\|6.51\|-1.81\|6.71\|6.87\|6.33\|1328545;2026-06-15\|7.16\|9.98\|6.55\|7.16\|6.53\|1899988;2026-06-16\|7.88\|10.06\|7.27\|7.88\|7.19\|1574261;2026-06-17\|8.67\|10.03\|8.67\|8.67\|8.67\|650258;2026-06-18\|8.04\|-7.27\|8.59\|8.59\|7.80\|4265516;2026-06-22\|8.37\|4.10\|8.28\|8.58\|8.02\|3139229;2026-06-23\|7.83\|-6.45\|8.16\|8.32\|7.77\|2331372;2026-06-24\|7.62\|-2.68\|7.60\|7.88\|7.43\|1762515;2026-06-25\|8.35\|9.58\|7.85\|8.36\|7.75\|2727856;2026-06-26\|8.93\|6.95\|8.37\|9.19\|8.31\|3724778;2026-06-29\|9.82\|9.97\|9.68\|9.82\|9.55\|830769;2026-06-30\|10.23\|4.18\|9.82\|10.58\|9.36\|4342434;2026-07-01\|9.77\|-4.50\|10.08\|10.17\|9.46\|3014909;2026-07-02\|9.10\|-6.86\|9.15\|9.50\|8.83\|2356539;2026-07-03\|8.42\|-7.47\|8.92\|9.05\|8.38\|2101512;2026-07-06\|7.87\|-6.53\|8.55\|8.63\|7.83\|1673679;2026-07-07\|7.75\|-1.52\|7.78\|8.02\|7.62\|1292619;2026-07-08\|7.25\|-6.45\|7.76\|7.88\|7.20\|1388587;2026-07-09\|7.21\|-0.55\|7.33\|7.65\|6.96\|1468389;2026-07-10\|7.08\|-1.80\|7.30\|7.76\|7.08\|2206256
114745	英特尔斥巨资建设半导体基板制造厂	AI服务器测试+MLCC设备+PCB+定增行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月5日公告，公司拟向特定对象发行A股股票，募资用于服务器检测设备及散热模组零部件产能建设项目，巩固高端测试装备及算力领域竞争优势。 2、据2026年5月14日互动易，公司已获英伟达Vendor Code，2025年业务已切入其量产产线；公司为英伟达、亚马逊等提供AI服务器ICT、FCT等测试解决方案。 3、据2026年6月12日互动易，公司控股子公司MLCC高速叠层及测试分选设备面向高端市场，满足车规及AI高端产品生产需求，正推进设备迭代。 4、据2025年4月22日互动易，公司为新能源汽车领域提供PCB板测试设备及整线自动化解决方案，与T客户、比亚迪等头部企业合作。	1、子公司博捷芯（深圳）半导体有限公司的划片机具备切割玻璃基板的技术能力，划片机已实现微米级定位精度，崩边率控制在1%以内，支持分层划切工艺，可针对不同厚度的玻璃基板提供定制化解决方案； 2、子公司博捷芯（深圳）半导体有限公司的划片机已适用于光通信行业，具备磷化铟衬底切割技术能力；参股公司珠海鼎泰芯源产品主要应用于光纤通信、光探测器等领域； 3、公司自研液冷散热方案已植入GPU测试设备，面向英伟达、微软、阿里等全球头部服务器厂商供货，并推进从设备向零部件供应的战略转型	2026-03-03\|79.60\|-0.04\|80.27\|85.44\|79.42\|68625;2026-03-04\|78.76\|-1.06\|77.55\|80.55\|76.30\|39684;2026-03-05\|78.72\|-0.05\|80.03\|81.15\|78.16\|45793;2026-03-06\|77.49\|-1.56\|78.00\|79.58\|77.00\|35466;2026-03-09\|73.81\|-4.75\|75.35\|75.42\|71.56\|52149;2026-03-10\|77.22\|4.62\|75.64\|78.10\|75.64\|42652;2026-03-11\|77.61\|0.51\|77.00\|81.78\|77.00\|50487;2026-03-12\|78.80\|1.53\|78.28\|79.95\|76.60\|46736;2026-03-13\|75.06\|-4.75\|78.01\|78.49\|75.01\|34763;2026-03-16\|74.34\|-0.96\|74.99\|75.10\|72.72\|29559;2026-03-17\|70.69\|-4.91\|74.98\|75.09\|70.60\|47525;2026-03-18\|74.00\|4.68\|71.06\|74.50\|70.60\|38517;2026-03-19\|72.53\|-1.99\|72.83\|74.32\|72.16\|33167;2026-03-20\|70.61\|-2.65\|73.04\|74.59\|70.61\|31372;2026-03-23\|65.95\|-6.60\|69.00\|69.50\|65.60\|47060;2026-03-24\|68.46\|3.81\|67.71\|68.48\|65.80\|29296;2026-03-25\|71.68\|4.70\|69.47\|72.86\|68.90\|41312;2026-03-26\|70.75\|-1.30\|71.72\|72.35\|70.22\|21545;2026-03-27\|71.66\|1.29\|69.66\|72.85\|68.70\|25672;2026-03-30\|72.10\|0.61\|70.60\|74.04\|70.00\|30224;2026-03-31\|70.20\|-2.64\|72.08\|72.66\|70.11\|30164;2026-04-01\|71.56\|1.94\|72.16\|73.06\|70.68\|30306;2026-04-02\|69.44\|-2.96\|71.20\|71.28\|69.01\|25153;2026-04-03\|69.26\|-0.26\|69.72\|70.38\|69.20\|18741;2026-04-07\|71.82\|3.70\|70.86\|73.00\|70.86\|41467;2026-04-08\|79.00\|10.00\|73.74\|79.00\|73.22\|104622;2026-04-09\|86.90\|10.00\|83.21\|86.90\|81.76\|114849;2026-04-10\|88.63\|1.99\|86.64\|90.67\|86.52\|229108;2026-04-13\|88.26\|-0.42\|88.80\|93.00\|87.03\|132089;2026-04-14\|87.20\|-1.20\|88.29\|88.80\|86.38\|93012;2026-04-15\|86.92\|-0.32\|87.72\|90.87\|86.75\|91552;2026-04-16\|90.88\|4.56\|86.66\|91.66\|86.16\|107134;2026-04-17\|99.97\|10.00\|96.00\|99.97\|91.00\|136934;2026-04-20\|95.10\|-4.87\|98.00\|98.50\|92.33\|162521;2026-04-21\|98.83\|3.92\|93.20\|101.10\|92.21\|156058;2026-04-22\|105.54\|6.79\|98.85\|106.19\|98.85\|124029;2026-04-23\|112.61\|6.70\|106.80\|115.50\|105.00\|148363;2026-04-24\|115.73\|2.77\|112.30\|119.50\|112.30\|158795;2026-04-27\|117.26\|1.32\|118.51\|123.43\|115.00\|144359;2026-04-28\|114.47\|-2.38\|117.29\|119.98\|113.36\|120295;2026-04-29\|110.11\|-3.81\|113.50\|114.47\|107.58\|125121;2026-04-30\|110.38\|0.25\|111.25\|112.86\|107.90\|90732;2026-05-06\|120.46\|9.13\|115.00\|121.42\|113.97\|118752;2026-05-07\|124.40\|3.27\|120.02\|124.99\|118.10\|99421;2026-05-08\|124.45\|0.04\|121.40\|127.64\|119.10\|109185;2026-05-11\|105.44\|10.01\|100.29\|105.44\|100.00\|67979;2026-05-12\|111.49\|5.74\|110.79\|114.80\|106.50\|224289;2026-05-13\|111.56\|0.06\|111.50\|113.44\|109.26\|142870;2026-05-14\|114.50\|2.64\|111.80\|118.78\|108.68\|167133;2026-05-15\|114.99\|0.43\|116.22\|123.85\|112.00\|203396;2026-05-18\|120.00\|4.36\|117.14\|124.50\|116.88\|156000;2026-05-19\|119.10\|-0.75\|118.00\|121.00\|112.58\|140417;2026-05-20\|119.08\|-0.02\|119.10\|121.42\|117.00\|101339;2026-05-21\|110.50\|-7.21\|120.00\|121.00\|109.80\|145816;2026-05-22\|121.55\|10.00\|111.90\|121.55\|111.90\|95141;2026-05-25\|133.71\|10.00\|129.20\|133.71\|128.11\|119524;2026-05-26\|126.95\|-5.06\|138.70\|140.68\|125.00\|228131;2026-05-27\|122.07\|-3.84\|126.06\|127.20\|121.30\|147439;2026-05-28\|134.28\|10.00\|121.38\|134.28\|118.00\|155778;2026-05-29\|144.30\|7.46\|140.99\|147.71\|139.50\|242162;2026-06-01\|135.07\|-6.40\|148.96\|151.94\|134.77\|222829;2026-06-02\|148.58\|10.00\|136.38\|148.58\|136.38\|60950;2026-06-03\|148.00\|-0.39\|154.86\|157.97\|145.60\|202454;2026-06-04\|143.60\|-2.97\|144.99\|147.00\|141.86\|153148;2026-06-05\|132.32\|-7.86\|140.01\|143.08\|131.77\|171587;2026-06-08\|119.09\|-10.00\|123.77\|126.58\|119.09\|165115;2026-06-09\|126.94\|6.59\|122.55\|127.99\|120.90\|132316;2026-06-10\|120.66\|-4.95\|124.89\|126.49\|118.79\|96445;2026-06-11\|122.62\|1.62\|119.89\|128.25\|119.45\|117300;2026-06-12\|121.37\|-1.02\|128.90\|129.90\|120.58\|118271;2026-06-15\|133.51\|10.00\|123.99\|133.51\|123.94\|104629;2026-06-16\|136.87\|2.52\|136.00\|140.98\|135.46\|125795;2026-06-17\|142.57\|4.16\|136.63\|147.25\|135.50\|132244;2026-06-18\|136.80\|-4.05\|140.85\|149.60\|130.00\|248223;2026-06-22\|150.48\|10.00\|139.50\|150.48\|139.50\|196809;2026-06-23\|144.60\|-3.91\|149.96\|150.00\|137.19\|165371;2026-06-24\|151.32\|4.65\|143.56\|152.70\|142.50\|167134;2026-06-25\|156.18\|3.21\|150.00\|156.66\|145.60\|194795;2026-06-26\|144.43\|-7.52\|149.77\|155.54\|143.24\|124400;2026-06-29\|138.00\|-4.45\|144.03\|150.77\|132.80\|125423;2026-06-30\|142.00\|2.90\|137.00\|143.98\|133.50\|90045;2026-07-01\|135.40\|-4.65\|140.58\|143.39\|134.60\|88427;2026-07-02\|123.69\|-8.65\|130.01\|131.40\|122.57\|93980;2026-07-03\|122.40\|-1.04\|122.05\|126.50\|119.00\|70342;2026-07-06\|120.44\|-1.60\|121.00\|126.59\|116.60\|75153;2026-07-07\|115.64\|-3.99\|119.71\|121.50\|113.14\|64775;2026-07-08\|110.32\|-4.60\|117.00\|118.18\|109.47\|63474;2026-07-09\|121.35\|10.00\|113.00\|121.35\|111.45\|91607;2026-07-10\|120.80\|-0.45\|123.53\|130.30\|120.80\|126733
114744	英特尔斥巨资建设半导体基板制造厂	电子玻璃+高端玻璃转型+硅材料基地+宜昌国资行业原因： 1、英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月24日年报，公司正加速向汽车玻璃、电子玻璃等高附加值领域拓展，推进相关项目建设；成功开发欧洲灰、福特蓝等色玻新型产品，有效拓展第二增长点；据2026年5月22日互动易，公司将于5月25日召开业绩说明会，并已制定“提质增效重回报”行动方案。 2、据2026年3月31日公告，公司拟投资不超过3亿元建设三峡新材硅材料基地项目，填补优质石英砂需求缺口，大幅提升原料自给率，降低原材料采购及外调物流成本；据2026年4月24日年报，公司拥有自有硅砂矿，形成“自有矿源保供为主、周边资源灵活调节为辅”的稳定供应体系。 3、据2026年4月24日年报，公司最终控制人为宜昌市人民政府国有资产监督管理委员会，属于国有企业；公司主营业务为平板玻璃及特种功能玻璃的生产和销售，产品覆盖浮法玻璃、Low-E玻璃、钢化玻璃等。	公司正加速向汽车玻璃、电子玻璃等高附加值领域拓展	2026-03-03\|3.48\|-3.87\|3.62\|3.72\|3.46\|608371;2026-03-04\|3.44\|-1.15\|3.42\|3.51\|3.38\|378963;2026-03-05\|3.52\|2.33\|3.52\|3.58\|3.46\|395649;2026-03-06\|3.57\|1.42\|3.50\|3.59\|3.46\|322560;2026-03-09\|3.52\|-1.40\|3.51\|3.55\|3.42\|439563;2026-03-10\|3.65\|3.69\|3.54\|3.66\|3.47\|599369;2026-03-11\|3.62\|-0.82\|3.64\|3.66\|3.58\|468694;2026-03-12\|3.59\|-0.83\|3.60\|3.69\|3.57\|450838;2026-03-13\|3.58\|-0.28\|3.59\|3.69\|3.57\|447511;2026-03-16\|3.50\|-2.23\|3.56\|3.64\|3.45\|385627;2026-03-17\|3.56\|1.71\|3.50\|3.76\|3.50\|662202;2026-03-18\|3.55\|-0.28\|3.58\|3.61\|3.49\|420622;2026-03-19\|3.33\|-6.20\|3.53\|3.53\|3.31\|570458;2026-03-20\|3.25\|-2.40\|3.33\|3.43\|3.23\|459628;2026-03-23\|3.09\|-4.92\|3.19\|3.25\|3.04\|429878;2026-03-24\|3.26\|5.50\|3.18\|3.29\|3.11\|494907;2026-03-25\|3.33\|2.15\|3.28\|3.35\|3.26\|275105;2026-03-26\|3.24\|-2.70\|3.30\|3.40\|3.23\|362877;2026-03-27\|3.30\|1.85\|3.20\|3.31\|3.18\|297020;2026-03-30\|3.32\|0.61\|3.26\|3.32\|3.18\|354232;2026-03-31\|3.27\|-1.51\|3.35\|3.39\|3.25\|301942;2026-04-01\|3.28\|0.31\|3.33\|3.36\|3.23\|269468;2026-04-02\|3.19\|-2.74\|3.25\|3.29\|3.16\|258413;2026-04-03\|3.07\|-3.76\|3.19\|3.19\|3.04\|321774;2026-04-07\|3.18\|3.58\|3.06\|3.19\|3.04\|348048;2026-04-08\|3.25\|2.20\|3.23\|3.26\|3.17\|269406;2026-04-09\|3.20\|-1.54\|3.24\|3.25\|3.19\|239058;2026-04-10\|3.23\|0.94\|3.22\|3.30\|3.21\|237040;2026-04-13\|3.28\|1.55\|3.20\|3.30\|3.20\|258713;2026-04-14\|3.26\|-0.61\|3.27\|3.31\|3.21\|264623;2026-04-15\|3.13\|-3.99\|3.26\|3.26\|3.12\|285040;2026-04-16\|3.21\|2.56\|3.14\|3.22\|3.12\|260186;2026-04-17\|3.18\|-0.93\|3.19\|3.22\|3.15\|189918;2026-04-20\|3.24\|1.89\|3.17\|3.26\|3.17\|239936;2026-04-21\|3.21\|-0.93\|3.25\|3.26\|3.17\|218628;2026-04-22\|3.18\|-0.93\|3.22\|3.22\|3.17\|200846;2026-04-23\|3.13\|-1.57\|3.18\|3.19\|3.10\|277460;2026-04-24\|3.08\|-1.60\|3.11\|3.12\|3.05\|322353;2026-04-27\|3.12\|1.30\|3.09\|3.13\|2.97\|307699;2026-04-28\|3.07\|-1.60\|3.10\|3.12\|3.03\|218597;2026-04-29\|3.17\|3.26\|3.05\|3.19\|3.05\|309128;2026-04-30\|3.16\|-0.32\|3.17\|3.19\|3.11\|195806;2026-05-06\|3.20\|1.27\|3.16\|3.20\|3.15\|210351;2026-05-07\|3.23\|0.94\|3.20\|3.26\|3.19\|250099;2026-05-08\|3.23\|0.00\|3.22\|3.25\|3.20\|205243;2026-05-11\|3.22\|-0.31\|3.26\|3.27\|3.19\|242757;2026-05-12\|3.30\|2.48\|3.24\|3.32\|3.22\|496396;2026-05-13\|3.28\|-0.61\|3.30\|3.35\|3.24\|363372;2026-05-14\|3.21\|-2.13\|3.27\|3.28\|3.20\|279577;2026-05-15\|3.11\|-3.12\|3.20\|3.22\|3.10\|278836;2026-05-18\|3.25\|4.50\|3.12\|3.26\|3.07\|360422;2026-05-19\|3.25\|0.00\|3.26\|3.28\|3.18\|207022;2026-05-20\|3.15\|-3.08\|3.24\|3.24\|3.13\|211143;2026-05-21\|3.13\|-0.63\|3.17\|3.38\|3.13\|504994;2026-05-22\|3.22\|2.88\|3.16\|3.27\|3.08\|520231;2026-05-25\|3.37\|4.66\|3.24\|3.42\|3.24\|710554;2026-05-26\|3.36\|-0.30\|3.37\|3.40\|3.29\|477721;2026-05-27\|3.22\|-4.17\|3.38\|3.41\|3.18\|503785;2026-05-28\|3.43\|6.52\|3.20\|3.54\|3.17\|1039362;2026-05-29\|3.20\|-6.71\|3.42\|3.49\|3.18\|867459;2026-06-01\|3.33\|4.06\|3.19\|3.50\|3.17\|802606;2026-06-02\|3.32\|-0.30\|3.30\|3.40\|3.25\|491663;2026-06-03\|3.27\|-1.51\|3.31\|3.37\|3.25\|531819;2026-06-04\|3.60\|10.09\|3.22\|3.60\|3.17\|797377;2026-06-05\|3.96\|10.00\|3.71\|3.96\|3.71\|2104227;2026-06-08\|4.13\|4.29\|3.88\|4.36\|3.82\|3506662;2026-06-09\|4.03\|-2.42\|4.05\|4.18\|3.81\|2295235;2026-06-10\|3.82\|-5.21\|3.95\|3.98\|3.72\|1717075;2026-06-11\|3.63\|-4.97\|3.79\|3.88\|3.56\|1318922;2026-06-12\|3.41\|-6.06\|3.65\|3.70\|3.38\|1387459;2026-06-15\|3.75\|9.97\|3.42\|3.75\|3.42\|1086210;2026-06-16\|3.79\|1.07\|3.82\|3.86\|3.64\|1467148;2026-06-17\|3.88\|2.37\|3.75\|3.94\|3.72\|1552333;2026-06-18\|3.59\|-7.47\|3.79\|3.82\|3.49\|1247835;2026-06-22\|3.69\|2.79\|3.60\|3.81\|3.47\|1270712;2026-06-23\|3.72\|0.81\|3.66\|3.86\|3.62\|1177680;2026-06-24\|3.46\|-6.99\|3.66\|3.71\|3.38\|1130734;2026-06-25\|3.16\|-8.67\|3.48\|3.51\|3.11\|1356172;2026-06-26\|2.98\|-5.70\|3.05\|3.16\|2.97\|896353;2026-06-29\|2.78\|-6.71\|2.99\|3.01\|2.71\|887128;2026-06-30\|2.86\|2.88\|2.80\|2.95\|2.66\|703291;2026-07-01\|2.82\|-1.40\|2.83\|2.85\|2.72\|609806;2026-07-02\|2.74\|-2.84\|2.77\|2.87\|2.74\|554079;2026-07-03\|2.70\|-1.46\|2.74\|2.77\|2.70\|456396;2026-07-06\|2.60\|-3.70\|2.70\|2.73\|2.59\|558856;2026-07-07\|2.54\|-2.31\|2.60\|2.60\|2.51\|385958;2026-07-08\|2.47\|-2.76\|2.54\|2.54\|2.46\|331946;2026-07-09\|2.54\|2.83\|2.47\|2.54\|2.41\|396037;2026-07-10\|2.79\|9.84\|2.71\|2.79\|2.71\|450177
114743	英特尔斥巨资建设半导体基板制造厂	涨停揭秘：光伏超薄连续钢化玻璃设备核心供应商，受益于TOPCon/HJT电池对超薄玻璃渗透率提升及存量产线技改需求释放；涨停缘由：公司设备为光伏玻璃深加工关键环节，适配2.0mm以下超薄玻璃量产要求；随N型电池量产提速，双面微晶、超薄双玻组件渗透率提升，拉动钢化设备更新替换；行业设备更新周期约5-8年，2021年前投产产线进入集中更换窗口期；资金逻辑：资金沿光伏设备主线扩散至细分隐形冠军，该股成交额环比放大近2倍，大单与中单资金同步净流入，显示机构资金开始关注技术壁垒高、国产替代确定性强的专用设备环节；风险提示：公司收入结构单一，光伏设备业务占比超70%，下游客户集中度高，受光伏行业景气波动影响显著；2025年三季报未披露，历史业绩波动较大，缺乏持续性盈利验证	国内玻璃深加工设备及高端玻璃龙头	2026-03-03\|3.96\|-2.46\|4.10\|4.10\|3.93\|215710;2026-03-04\|3.98\|0.51\|3.92\|4.02\|3.91\|167184;2026-03-05\|4.07\|2.26\|4.05\|4.13\|4.00\|220586;2026-03-06\|4.13\|1.47\|4.05\|4.15\|4.04\|190996;2026-03-09\|4.15\|0.48\|4.10\|4.17\|4.09\|202379;2026-03-10\|4.16\|0.24\|4.16\|4.19\|4.12\|156570;2026-03-11\|4.15\|-0.24\|4.16\|4.18\|4.11\|128184;2026-03-12\|4.11\|-0.96\|4.14\|4.17\|4.10\|140428;2026-03-13\|4.09\|-0.49\|4.12\|4.17\|4.08\|147554;2026-03-16\|4.07\|-0.49\|4.08\|4.12\|4.03\|132350;2026-03-17\|4.06\|-0.25\|4.08\|4.18\|4.05\|180658;2026-03-18\|4.07\|0.25\|4.10\|4.10\|4.02\|139011;2026-03-19\|3.93\|-3.44\|4.04\|4.06\|3.92\|190636;2026-03-20\|3.83\|-2.54\|3.95\|3.99\|3.81\|193911;2026-03-23\|3.63\|-5.22\|3.75\|3.83\|3.58\|254230;2026-03-24\|3.81\|4.96\|3.69\|3.82\|3.67\|268771;2026-03-25\|3.89\|2.10\|3.82\|3.91\|3.80\|176883;2026-03-26\|3.82\|-1.80\|3.89\|3.92\|3.80\|156810;2026-03-27\|3.84\|0.52\|3.77\|3.86\|3.76\|119682;2026-03-30\|3.83\|-0.26\|3.78\|3.84\|3.74\|137421;2026-03-31\|3.78\|-1.31\|3.86\|3.89\|3.78\|133203;2026-04-01\|3.79\|0.26\|3.84\|3.89\|3.75\|176730;2026-04-02\|3.68\|-2.90\|3.77\|3.80\|3.65\|148924;2026-04-03\|3.44\|-6.52\|3.70\|3.70\|3.42\|271201;2026-04-07\|3.62\|5.23\|3.46\|3.65\|3.44\|226148;2026-04-08\|3.74\|3.31\|3.69\|3.75\|3.62\|195143;2026-04-09\|3.71\|-0.80\|3.70\|3.74\|3.67\|135369;2026-04-10\|3.77\|1.62\|3.74\|3.90\|3.73\|212080;2026-04-13\|3.80\|0.80\|3.77\|3.82\|3.74\|123752;2026-04-14\|3.96\|4.21\|3.82\|4.06\|3.75\|593996;2026-04-15\|3.79\|-4.29\|3.96\|3.98\|3.79\|358508;2026-04-16\|4.17\|10.03\|3.81\|4.17\|3.75\|824251;2026-04-17\|4.07\|-2.40\|4.13\|4.24\|4.04\|990472;2026-04-20\|4.05\|-0.49\|4.08\|4.09\|3.99\|402570;2026-04-21\|3.99\|-1.48\|4.04\|4.04\|3.95\|304752;2026-04-22\|3.94\|-1.25\|3.96\|3.98\|3.91\|293619;2026-04-23\|3.87\|-1.78\|3.97\|3.98\|3.84\|277137;2026-04-24\|3.87\|0.00\|3.84\|3.91\|3.83\|210318;2026-04-27\|3.94\|1.81\|3.85\|3.95\|3.76\|278694;2026-04-28\|3.89\|-1.27\|3.89\|3.95\|3.85\|177384;2026-04-29\|3.96\|1.80\|3.85\|4.04\|3.82\|311685;2026-04-30\|3.99\|0.76\|3.95\|4.01\|3.94\|226886;2026-05-06\|4.08\|2.26\|4.00\|4.09\|3.97\|358727;2026-05-07\|4.37\|7.11\|4.09\|4.49\|4.05\|2054757;2026-05-08\|4.42\|1.14\|4.36\|4.60\|4.28\|1713750;2026-05-11\|4.30\|-2.71\|4.46\|4.48\|4.28\|860314;2026-05-12\|4.24\|-1.40\|4.32\|4.39\|4.20\|576450;2026-05-13\|4.24\|0.00\|4.21\|4.28\|4.19\|483894;2026-05-14\|4.09\|-3.54\|4.25\|4.26\|4.07\|472017;2026-05-15\|3.99\|-2.44\|4.10\|4.13\|3.95\|486653;2026-05-18\|3.98\|-0.25\|4.03\|4.04\|3.93\|333176;2026-05-19\|4.10\|3.02\|3.99\|4.11\|3.96\|405726;2026-05-20\|4.13\|0.73\|4.09\|4.18\|3.96\|457164;2026-05-21\|4.05\|-1.94\|4.14\|4.25\|4.02\|492611;2026-05-22\|4.17\|2.96\|4.06\|4.18\|4.01\|559060;2026-05-25\|4.59\|10.07\|4.21\|4.59\|4.21\|1416604;2026-05-26\|4.60\|0.22\|4.64\|4.84\|4.59\|1892930;2026-05-27\|4.47\|-2.83\|4.59\|4.70\|4.42\|1153621;2026-05-28\|4.92\|10.07\|4.47\|4.92\|4.43\|516265;2026-05-29\|4.43\|-9.96\|5.23\|5.23\|4.43\|1777531;2026-06-01\|4.87\|9.93\|4.25\|4.87\|4.18\|1535099;2026-06-02\|4.78\|-1.85\|4.83\|4.87\|4.67\|1579488;2026-06-03\|4.64\|-2.93\|4.78\|4.88\|4.58\|1088836;2026-06-04\|4.51\|-2.80\|4.62\|4.64\|4.43\|805878;2026-06-05\|4.96\|9.98\|4.51\|4.96\|4.39\|1222514;2026-06-08\|5.46\|10.08\|5.22\|5.46\|5.20\|605144;2026-06-09\|5.19\|-4.95\|5.62\|5.65\|5.13\|2816337;2026-06-10\|4.88\|-5.97\|5.11\|5.13\|4.70\|1799580;2026-06-11\|4.81\|-1.43\|4.72\|5.04\|4.62\|1612477;2026-06-12\|4.35\|-9.56\|4.73\|4.98\|4.33\|1719206;2026-06-15\|4.79\|10.11\|4.35\|4.79\|4.31\|1161994;2026-06-16\|4.87\|1.67\|4.80\|4.97\|4.68\|1921899;2026-06-17\|5.10\|4.72\|4.74\|5.27\|4.74\|2021644;2026-06-18\|4.71\|-7.65\|4.90\|4.90\|4.65\|1430735;2026-06-22\|5.00\|6.16\|4.79\|5.15\|4.72\|1390697;2026-06-23\|4.89\|-2.20\|4.96\|5.12\|4.85\|1272082;2026-06-24\|4.62\|-5.52\|4.81\|4.82\|4.52\|1148772;2026-06-25\|4.45\|-3.68\|4.73\|4.80\|4.36\|1037516;2026-06-26\|4.07\|-8.54\|4.36\|4.37\|4.05\|1033331;2026-06-29\|3.74\|-8.11\|4.05\|4.16\|3.67\|1020662;2026-06-30\|3.92\|4.81\|3.75\|4.11\|3.66\|1046069;2026-07-01\|3.79\|-3.32\|3.82\|3.85\|3.67\|863521;2026-07-02\|3.71\|-2.11\|3.69\|3.82\|3.65\|567258;2026-07-03\|3.67\|-1.08\|3.70\|3.72\|3.63\|525675;2026-07-06\|3.47\|-5.45\|3.67\|3.68\|3.46\|570384;2026-07-07\|3.39\|-2.31\|3.47\|3.54\|3.38\|358547;2026-07-08\|3.30\|-2.65\|3.40\|3.42\|3.29\|310303;2026-07-09\|3.30\|0.00\|3.30\|3.35\|3.16\|439662;2026-07-10\|3.33\|0.91\|3.30\|3.41\|3.28\|436257
114742		一季报增长+碳化硅+苹果概念行业原因：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4月30日投资者关系活动记录表及2026年4月18日一季报，公司2026年第一季度营收6.08亿元，同比增长41.97%，归母净利润2379.68万元，同比增长118.59%，主要系新能源汽车、半导体材料和消费电子等主营业务毛利增加。 2、据2026年4月18日年报，公司半导体材料主要产品为碳化硅单晶晶锭和碳化硅单晶衬底，可广泛应用于新能源汽车主驱逆变器等领域；公司在审慎收缩衬底生产规模的同时，将资金聚焦于技术研发和质量提升。 3、据2026年4月18日年报，公司消费电子产品包括超微细电子线材及无线充电隔磁材料，与富士康等配套厂商合作间接供应苹果等品牌，用于无线充电模块等领域。	无线充电材料及器件领先厂商，主要包括超微细电子线材、无线充电隔磁材料	2026-03-03\|16.70\|-2.79\|17.14\|17.52\|16.70\|48328;2026-03-04\|16.49\|-1.26\|16.42\|16.80\|16.33\|29817;2026-03-05\|16.55\|0.36\|16.65\|16.86\|16.52\|31409;2026-03-06\|16.80\|1.51\|16.55\|16.83\|16.41\|20169;2026-03-09\|16.79\|-0.06\|16.51\|16.79\|16.42\|24897;2026-03-10\|17.29\|2.98\|16.90\|17.29\|16.90\|33577;2026-03-11\|17.28\|-0.06\|17.30\|17.50\|17.22\|27749;2026-03-12\|17.19\|-0.52\|17.34\|17.34\|17.13\|16989;2026-03-13\|17.03\|-0.93\|17.16\|17.26\|16.98\|20083;2026-03-16\|17.12\|0.53\|17.00\|17.13\|16.92\|14989;2026-03-17\|16.74\|-2.22\|17.05\|17.18\|16.72\|25756;2026-03-18\|16.74\|0.00\|16.78\|16.82\|16.57\|19119;2026-03-19\|16.46\|-1.67\|16.60\|16.66\|16.40\|23457;2026-03-20\|15.92\|-3.28\|16.50\|16.55\|15.92\|24941;2026-03-23\|15.12\|-5.03\|15.51\|15.79\|15.12\|33148;2026-03-24\|15.15\|0.20\|15.23\|15.24\|14.68\|36847;2026-03-25\|15.60\|2.97\|15.24\|15.66\|15.19\|24716;2026-03-26\|15.24\|-2.31\|15.60\|15.66\|15.19\|21169;2026-03-27\|15.43\|1.25\|15.07\|15.46\|15.01\|19230;2026-03-30\|15.42\|-0.06\|15.16\|15.47\|15.12\|14722;2026-03-31\|15.36\|-0.39\|15.39\|15.70\|15.31\|20581;2026-04-01\|15.40\|0.26\|15.56\|15.60\|15.30\|24088;2026-04-02\|14.88\|-3.38\|15.40\|15.40\|14.83\|29765;2026-04-03\|14.38\|-3.36\|14.93\|14.99\|14.37\|25230;2026-04-07\|14.44\|0.42\|14.38\|14.54\|14.36\|15639;2026-04-08\|15.16\|4.99\|14.70\|15.16\|14.70\|29361;2026-04-09\|15.43\|1.78\|15.12\|15.65\|14.97\|32586;2026-04-10\|15.61\|1.17\|15.49\|15.87\|15.49\|21713;2026-04-13\|16.27\|4.23\|15.50\|16.38\|15.50\|33386;2026-04-14\|16.15\|-0.74\|16.39\|16.48\|15.94\|20512;2026-04-15\|16.44\|1.80\|16.26\|16.72\|16.10\|32003;2026-04-16\|16.65\|1.28\|16.44\|16.81\|16.44\|19300;2026-04-17\|16.72\|0.42\|16.70\|16.78\|16.33\|26957;2026-04-20\|17.56\|5.02\|17.10\|17.56\|17.01\|82295;2026-04-21\|18.12\|3.19\|17.70\|18.42\|17.69\|120050;2026-04-22\|17.80\|-1.77\|17.96\|18.24\|17.62\|57053;2026-04-23\|17.76\|-0.22\|17.69\|17.99\|17.60\|40645;2026-04-24\|18.58\|4.62\|17.63\|18.65\|17.63\|74096;2026-04-27\|18.37\|-1.13\|18.56\|19.05\|18.15\|66212;2026-04-28\|18.42\|0.27\|18.11\|18.75\|17.96\|47394;2026-04-29\|18.58\|0.87\|18.39\|18.88\|18.30\|44423;2026-04-30\|18.08\|-2.69\|18.48\|18.57\|18.04\|35029;2026-05-06\|18.11\|0.17\|18.10\|18.22\|17.78\|61983;2026-05-07\|18.16\|0.28\|18.10\|18.25\|17.96\|35784;2026-05-08\|18.52\|1.98\|18.19\|18.74\|18.02\|39232;2026-05-11\|18.94\|2.27\|18.52\|19.27\|18.29\|48484;2026-05-12\|19.04\|0.53\|19.08\|19.30\|18.75\|31224;2026-05-13\|19.99\|4.99\|18.86\|19.99\|18.80\|35867;2026-05-14\|20.99\|5.00\|20.30\|20.99\|20.30\|24162;2026-05-15\|21.75\|3.62\|22.04\|22.04\|21.28\|142394;2026-05-18\|21.72\|-0.14\|20.66\|22.44\|20.66\|132618;2026-05-19\|21.77\|0.23\|21.56\|22.43\|21.07\|72902;2026-05-20\|22.08\|1.42\|21.60\|22.32\|20.90\|57873;2026-05-21\|21.37\|-3.22\|22.21\|22.95\|21.32\|68759;2026-05-22\|22.44\|5.01\|21.41\|22.44\|21.41\|36444;2026-05-25\|23.56\|4.99\|23.24\|23.56\|22.95\|12189;2026-05-26\|24.74\|5.01\|24.70\|24.74\|24.31\|25533;2026-05-27\|25.61\|3.52\|25.15\|25.95\|24.50\|116154;2026-05-28\|24.97\|-2.50\|25.41\|26.70\|24.40\|72836;2026-05-29\|24.32\|-2.60\|25.05\|25.49\|24.10\|48236;2026-06-01\|23.46\|-3.54\|24.32\|24.49\|23.17\|58662;2026-06-02\|23.49\|0.13\|23.80\|23.97\|22.61\|43419;2026-06-03\|24.66\|4.98\|23.74\|24.66\|23.51\|14141;2026-06-04\|24.88\|0.89\|25.15\|25.80\|24.15\|53187;2026-06-05\|23.64\|-4.98\|24.58\|24.91\|23.64\|34489;2026-06-08\|23.72\|0.34\|22.46\|24.24\|22.46\|27437;2026-06-09\|24.57\|3.58\|24.30\|24.65\|23.71\|21143;2026-06-10\|24.72\|0.61\|24.45\|25.00\|23.88\|29402;2026-06-11\|24.28\|-1.78\|24.40\|24.89\|24.02\|23422;2026-06-12\|25.49\|4.98\|24.68\|25.49\|24.68\|65341;2026-06-15\|26.76\|4.98\|25.50\|26.76\|25.49\|55911;2026-06-16\|26.96\|0.75\|27.30\|27.80\|26.45\|55956;2026-06-17\|27.59\|2.34\|27.50\|28.22\|26.96\|39717;2026-06-18\|28.97\|5.00\|27.59\|28.97\|27.33\|27683;2026-06-22\|30.42\|5.01\|30.42\|30.42\|30.42\|4007;2026-06-23\|31.94\|5.00\|31.94\|31.94\|31.94\|2454;2026-06-24\|33.54\|5.01\|33.00\|33.54\|31.00\|96611;2026-06-25\|35.22\|5.01\|35.22\|35.22\|35.21\|9467;2026-06-26\|36.98\|5.00\|36.98\|36.98\|36.50\|33670;2026-06-29\|35.13\|-5.00\|38.35\|38.35\|35.13\|17227;2026-06-30\|33.37\|-5.01\|33.37\|33.37\|33.37\|19256;2026-07-01\|35.04\|5.00\|33.99\|35.04\|33.99\|18945;2026-07-02\|35.66\|1.77\|35.32\|36.78\|33.50\|74016;2026-07-03\|36.00\|0.95\|34.50\|36.82\|34.50\|42274;2026-07-06\|33.10\|-8.06\|36.87\|37.35\|32.90\|61687;2026-07-07\|32.19\|-2.75\|33.33\|34.59\|30.30\|51190;2026-07-08\|30.40\|-5.56\|32.00\|32.44\|29.84\|33898;2026-07-09\|31.82\|4.67\|31.00\|32.90\|29.50\|35757;2026-07-10\|29.90\|-6.03\|31.61\|32.79\|29.90\|30859
114741		退市博弈+轻型输送带+新能源电池配件行业原因： 4月10日晚间，上交所公布《上海证券交易所交易规则（征求意见稿）》，并向社会公开征求意见，意见反馈截止时间为2026年4月17日。上交所表示，拟将主板风险警示股票价格的涨跌幅限制比例由5%调整为10%。公司原因： 1、据2026年4月8日风险提示公告，公司2025年第四季度新能源电池配件收入5,915.84万元可能被扣除，若扣除后营收低于3亿元将无法消除退市风险。 2、据2025年8月30日半年度报告，公司主营轻型输送带，同步齿形带技术已应用于汽车、太阳能等行业。 3、据2026年1月31日业绩预告，预计2025年净利润4,000万元，同比增552.18%，年报预约披露日为4月27日。	公司主营轻型输送带，2025年净利润4383.99万元	2026-03-03\|16.07\|-5.02\|17.25\|17.25\|16.07\|19117;2026-03-04\|15.44\|-3.92\|16.40\|16.40\|15.42\|11572;2026-03-05\|15.78\|2.20\|15.83\|15.98\|15.38\|7453;2026-03-06\|15.87\|0.57\|15.60\|16.12\|15.60\|7588;2026-03-09\|15.92\|0.32\|15.47\|16.15\|15.45\|8765;2026-03-10\|16.02\|0.63\|16.23\|16.63\|15.92\|10473;2026-03-11\|15.87\|-0.94\|16.00\|16.10\|15.79\|8066;2026-03-12\|15.52\|-2.21\|15.87\|15.94\|15.49\|7839;2026-03-13\|15.06\|-2.96\|15.54\|15.74\|14.97\|13374;2026-03-16\|14.95\|-0.73\|15.12\|15.30\|14.66\|12134;2026-03-17\|15.70\|5.02\|14.91\|15.70\|14.91\|9013;2026-03-18\|16.49\|5.03\|16.43\|16.49\|15.72\|39087;2026-03-19\|17.31\|4.97\|16.80\|17.31\|16.80\|9881;2026-03-20\|18.18\|5.03\|18.10\|18.18\|17.47\|58328;2026-03-23\|17.27\|-5.01\|17.27\|17.33\|17.27\|7468;2026-03-24\|16.41\|-4.98\|16.41\|16.41\|16.41\|6811;2026-03-25\|17.11\|4.27\|15.92\|17.23\|15.92\|33232;2026-03-26\|17.10\|-0.06\|17.00\|17.60\|16.88\|17161;2026-03-27\|16.53\|-3.33\|17.48\|17.48\|16.50\|15232;2026-03-30\|17.36\|5.02\|16.30\|17.36\|16.28\|17767;2026-03-31\|17.52\|0.92\|17.78\|18.23\|17.40\|33508;2026-04-01\|17.63\|0.63\|17.85\|18.23\|17.57\|15879;2026-04-02\|16.80\|-4.71\|17.85\|17.85\|16.78\|14147;2026-04-03\|16.93\|0.77\|16.99\|17.26\|16.35\|16491;2026-04-07\|16.34\|-3.48\|17.00\|17.35\|16.12\|17299;2026-04-08\|16.77\|2.63\|16.44\|16.80\|16.30\|11025;2026-04-09\|16.77\|0.00\|16.77\|16.85\|16.44\|8099;2026-04-10\|17.61\|5.01\|16.95\|17.61\|16.78\|26023;2026-04-13\|18.49\|5.00\|17.79\|18.49\|17.61\|20023;2026-04-14\|19.41\|4.98\|19.22\|19.41\|19.10\|34887;2026-04-15\|18.44\|-5.00\|19.38\|19.38\|18.44\|35205;2026-04-16\|18.95\|2.77\|18.00\|19.00\|18.00\|21502;2026-04-17\|19.38\|2.27\|19.28\|19.90\|19.09\|29288;2026-04-20\|20.03\|3.35\|19.63\|20.35\|19.11\|29337;2026-04-21\|19.36\|-3.35\|19.80\|20.00\|19.03\|24425;2026-04-22\|19.42\|0.31\|19.36\|19.88\|18.93\|19619;2026-04-23\|18.98\|-2.27\|19.20\|19.70\|18.86\|13497;2026-04-24\|18.80\|-0.95\|18.03\|19.56\|18.03\|24621;2026-04-27\|19.74\|5.00\|19.55\|19.74\|18.50\|27945;2026-04-28\|19.59\|-0.76\|20.00\|20.68\|19.31\|20293;2026-04-29\|20.20\|3.11\|19.59\|20.25\|19.21\|15346;2026-04-30\|21.21\|5.00\|21.21\|21.21\|21.21\|2620;2026-05-06\|22.27\|5.00\|22.27\|22.27\|21.25\|40883;2026-05-07\|23.38\|4.98\|22.00\|23.38\|21.91\|16690;2026-05-08\|24.55\|5.00\|23.94\|24.55\|23.94\|6267;2026-05-11\|25.78\|5.01\|25.78\|25.78\|25.35\|18771;2026-05-12\|27.07\|5.00\|27.07\|27.07\|27.07\|4593;2026-05-13\|25.91\|-4.29\|28.05\|28.09\|25.72\|50329;2026-05-14\|25.57\|-1.31\|25.91\|26.64\|24.80\|27083;2026-05-15\|25.75\|0.70\|25.49\|25.90\|24.76\|22103;2026-05-18\|27.04\|5.01\|26.57\|27.04\|25.81\|22883;2026-05-19\|25.69\|-4.99\|26.01\|26.42\|25.69\|17388;2026-05-20\|24.41\|-4.98\|24.41\|24.41\|24.41\|6283;2026-05-21\|24.42\|0.04\|23.58\|25.40\|23.58\|27712;2026-05-22\|24.56\|0.57\|24.33\|25.34\|24.18\|15566;2026-05-25\|23.42\|-4.64\|24.60\|25.27\|23.33\|27085;2026-05-26\|23.50\|0.34\|23.65\|24.59\|22.68\|21136;2026-05-27\|23.83\|1.40\|23.90\|23.90\|22.90\|19310;2026-05-28\|25.02\|4.99\|24.46\|25.02\|23.33\|15748;2026-05-29\|24.95\|-0.28\|25.60\|26.27\|24.22\|26519;2026-06-01\|24.30\|-2.61\|25.48\|25.91\|24.01\|12173;2026-06-02\|24.14\|-0.66\|23.90\|24.25\|23.33\|9197;2026-06-03\|23.11\|-4.27\|23.90\|24.37\|23.11\|9994;2026-06-04\|23.05\|-0.26\|23.15\|23.51\|22.20\|9112;2026-06-05\|22.48\|-2.47\|24.10\|24.10\|22.30\|8372;2026-06-08\|22.46\|-0.09\|21.92\|23.24\|21.36\|7549;2026-06-09\|22.47\|0.04\|22.50\|23.00\|21.83\|9790;2026-06-10\|23.36\|3.96\|22.48\|23.58\|22.48\|12302;2026-06-11\|23.16\|-0.86\|23.36\|24.00\|22.98\|8268;2026-06-12\|23.10\|-0.26\|23.17\|23.65\|22.88\|4416;2026-06-15\|24.26\|5.02\|23.55\|24.26\|23.20\|8497;2026-06-16\|24.81\|2.27\|25.47\|25.47\|24.20\|13089;2026-06-17\|26.05\|5.00\|25.31\|26.05\|24.50\|15613;2026-06-18\|27.35\|4.99\|27.35\|27.35\|26.81\|24072;2026-06-22\|25.98\|-5.01\|27.24\|27.24\|25.98\|23293;2026-06-23\|24.68\|-5.00\|25.86\|25.87\|24.68\|12014;2026-06-24\|24.00\|-2.76\|25.44\|25.44\|23.51\|9393;2026-06-25\|23.80\|-0.83\|24.00\|24.30\|23.50\|5025;2026-06-26\|23.22\|-2.44\|23.58\|23.82\|22.72\|6209;2026-06-29\|24.38\|5.00\|23.00\|24.38\|22.23\|9529;2026-07-01\|24.90\|2.13\|26.82\|26.82\|23.56\|47745;2026-07-02\|27.39\|10.00\|24.80\|27.39\|23.66\|31239;2026-07-03\|30.13\|10.00\|28.00\|30.13\|27.70\|69846;2026-07-06\|30.68\|1.83\|30.05\|33.14\|29.81\|134405;2026-07-10\|30.68\|0.00\|0.00\|0.00\|0.00\|0
114740		解除查封+高速连接器+CPU Socket 行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月26日公告，债权人港荣集团将向法院申请解除对公司相关资产的查封，解除查封后再具体办理资产抵押工作。 2、据2026年5月12日投资者关系活动记录表，公司主要围绕CPU Socket、DDR等核心产品发展高速传输连接器业务，并视市场情况进行产品研发投入和客户拓展。 3、据2025年年报及2026年5月12日投资者关系活动记录表，2025年公司精密连接器及组件产品营收为12.42亿元，毛利率为36.91%，实现了业务规模和盈利能力的持续提升；公司鹤山二期已投产，根据市场订单情况持续扩展产能。	1、公司的高频高速连接器及车联网等产品可以应用于自动驾驶领域； 2、公司高速连接器（包含铜缆连接器、高速线缆）目前主要应用于电脑、服务器等领域	2026-03-03\|6.13\|-4.52\|6.43\|6.52\|6.11\|240809;2026-03-04\|6.21\|1.31\|6.08\|6.28\|6.07\|155727;2026-03-05\|6.22\|0.16\|6.37\|6.42\|6.18\|196364;2026-03-06\|6.32\|1.61\|6.21\|6.32\|6.18\|118921;2026-03-09\|6.19\|-2.06\|6.18\|6.23\|6.09\|191280;2026-03-10\|6.31\|1.94\|6.25\|6.36\|6.25\|130757;2026-03-11\|6.39\|1.27\|6.35\|6.47\|6.32\|151216;2026-03-12\|6.31\|-1.25\|6.36\|6.42\|6.29\|117835;2026-03-13\|6.15\|-2.54\|6.30\|6.34\|6.13\|209854;2026-03-16\|6.04\|-1.79\|6.16\|6.20\|5.92\|253720;2026-03-17\|5.84\|-3.31\|6.10\|6.11\|5.82\|241040;2026-03-18\|6.04\|3.42\|5.96\|6.04\|5.87\|219049;2026-03-19\|5.90\|-2.32\|5.95\|6.00\|5.87\|172996;2026-03-20\|5.78\|-2.03\|5.94\|5.95\|5.78\|182451;2026-03-23\|5.49\|-5.02\|5.62\|5.62\|5.49\|256941;2026-03-24\|5.38\|-2.00\|5.49\|5.49\|5.22\|418693;2026-03-25\|5.62\|4.46\|5.39\|5.65\|5.39\|278704;2026-03-26\|5.54\|-1.42\|5.61\|5.68\|5.52\|169447;2026-03-27\|5.68\|2.53\|5.48\|5.71\|5.45\|171571;2026-03-30\|5.68\|0.00\|5.83\|5.90\|5.66\|281941;2026-03-31\|5.67\|-0.18\|5.67\|5.85\|5.66\|223106;2026-04-01\|5.77\|1.76\|5.79\|5.80\|5.69\|164995;2026-04-02\|5.64\|-2.25\|5.77\|5.85\|5.58\|203511;2026-04-03\|5.55\|-1.60\|5.65\|5.67\|5.50\|150257;2026-04-07\|5.54\|-0.18\|5.59\|5.64\|5.51\|139175;2026-04-08\|5.82\|5.05\|5.65\|5.82\|5.64\|210215;2026-04-09\|5.78\|-0.69\|5.78\|5.85\|5.75\|204003;2026-04-10\|5.95\|2.94\|5.86\|6.04\|5.85\|199096;2026-04-13\|6.11\|2.69\|5.95\|6.18\|5.95\|193783;2026-04-14\|6.14\|0.49\|6.13\|6.21\|6.05\|191366;2026-04-15\|6.10\|-0.65\|6.20\|6.21\|6.08\|131693;2026-04-16\|6.18\|1.31\|6.13\|6.27\|6.10\|175821;2026-04-17\|6.18\|0.00\|6.14\|6.33\|6.11\|192543;2026-04-20\|6.08\|-1.62\|6.15\|6.15\|5.95\|197135;2026-04-21\|6.03\|-0.82\|6.08\|6.10\|5.93\|144839;2026-04-22\|5.96\|-1.16\|6.01\|6.03\|5.93\|126645;2026-04-23\|6.00\|0.67\|5.98\|6.06\|5.96\|139110;2026-04-24\|5.87\|-2.17\|5.96\|6.01\|5.82\|166169;2026-04-27\|6.09\|3.75\|5.87\|6.11\|5.85\|180622;2026-04-28\|6.07\|-0.33\|6.06\|6.11\|5.97\|150499;2026-04-29\|5.97\|-1.65\|5.90\|6.04\|5.87\|215355;2026-04-30\|5.93\|-0.67\|6.02\|6.11\|5.91\|166788;2026-05-06\|6.10\|2.87\|6.04\|6.11\|6.03\|227785;2026-05-07\|6.08\|-0.33\|6.15\|6.18\|6.05\|192922;2026-05-08\|6.14\|0.99\|6.10\|6.16\|6.04\|221815;2026-05-11\|6.12\|-0.33\|6.25\|6.31\|6.11\|238844;2026-05-12\|5.98\|-2.29\|6.13\|6.13\|5.98\|235555;2026-05-13\|6.04\|1.00\|5.98\|6.09\|5.93\|184299;2026-05-14\|5.86\|-2.98\|6.05\|6.08\|5.86\|220646;2026-05-15\|5.81\|-0.85\|5.87\|5.93\|5.75\|176013;2026-05-18\|6.10\|4.99\|5.77\|6.10\|5.75\|198606;2026-05-19\|6.41\|5.08\|6.34\|6.41\|6.28\|132593;2026-05-20\|6.73\|4.99\|6.73\|6.73\|6.73\|31672;2026-05-21\|6.83\|1.49\|7.07\|7.07\|6.70\|380648;2026-05-22\|7.17\|4.98\|7.17\|7.17\|6.96\|861380;2026-05-25\|7.53\|5.02\|7.53\|7.53\|7.53\|35029;2026-05-26\|7.91\|5.05\|7.91\|7.91\|7.91\|24255;2026-05-27\|7.52\|-4.93\|8.31\|8.31\|7.51\|1258782;2026-05-28\|7.14\|-5.05\|7.57\|7.90\|7.14\|920073;2026-05-29\|7.40\|3.64\|7.28\|7.49\|7.06\|596235;2026-06-01\|7.77\|5.00\|7.53\|7.77\|7.52\|626216;2026-06-02\|7.38\|-5.02\|7.60\|7.66\|7.38\|453049;2026-06-03\|7.01\|-5.01\|7.10\|7.22\|7.01\|413495;2026-06-04\|6.72\|-4.14\|6.81\|7.00\|6.66\|564682;2026-06-05\|6.43\|-4.32\|6.73\|6.80\|6.38\|441313;2026-06-08\|6.28\|-2.33\|6.16\|6.45\|6.12\|326645;2026-06-09\|6.28\|0.00\|6.43\|6.46\|6.18\|274881;2026-06-10\|5.97\|-4.94\|6.18\|6.22\|5.97\|266363;2026-06-11\|5.79\|-3.02\|5.93\|6.04\|5.75\|240766;2026-06-12\|5.79\|0.00\|5.89\|6.03\|5.76\|237728;2026-06-15\|6.08\|5.01\|5.89\|6.08\|5.89\|69542;2026-06-16\|6.38\|4.93\|6.38\|6.38\|6.27\|158650;2026-06-17\|6.50\|1.88\|6.50\|6.69\|6.40\|337718;2026-06-18\|6.66\|2.46\|6.48\|6.83\|6.40\|259156;2026-06-22\|6.33\|-4.96\|6.50\|6.57\|6.33\|200664;2026-06-23\|6.27\|-0.95\|6.27\|6.41\|6.17\|200093;2026-06-24\|6.38\|1.75\|6.19\|6.46\|6.06\|204540;2026-06-25\|6.06\|-5.02\|6.31\|6.36\|6.06\|212841;2026-06-26\|5.94\|-1.98\|6.06\|6.18\|5.80\|170677;2026-06-29\|6.00\|1.01\|5.94\|6.14\|5.89\|132306;2026-06-30\|6.30\|5.00\|6.05\|6.30\|5.97\|178566;2026-07-01\|6.45\|2.38\|6.40\|6.57\|6.27\|238031;2026-07-02\|6.63\|2.79\|6.26\|6.75\|6.26\|249622;2026-07-03\|6.76\|1.96\|6.56\|6.83\|6.56\|185812;2026-07-06\|6.86\|1.48\|6.80\|7.23\|6.66\|281104;2026-07-07\|6.49\|-5.39\|6.90\|7.02\|6.48\|244300;2026-07-08\|6.64\|2.31\|6.62\|6.78\|6.46\|183706;2026-07-09\|6.78\|2.11\|6.63\|6.81\|6.57\|167530;2026-07-10\|6.69\|-1.33\|6.80\|6.84\|6.63\|160018
114739		摘帽预期+红外芯片+新能源订单行业原因：上周五SpaceX在纳斯达克正式上市，首日大涨超19%，市值突破2万亿美元。中信证券指出，SpaceX上市可能重塑全球商业航天板块估值体系。公司原因： 1、据2026年6月9日公告及2026年6月5日互动易，公司向深交所提交的撤销退市风险警示申请处于补充材料阶段，正积极推进后续工作；截至2026年一季度末，公司在手订单约2.22亿元。 2、据2025年年度报告，公司是国内少数拥有红外热成像相关核心芯片到整机系统全产业链完整的高新技术企业，也是国内唯一实现“非晶硅”和“氧化钒”双技术路线量产的非制冷红外焦平面探测器企业。 3、据2026年4月23日投资者关系活动记录表，公司2026年2月与某头部新能源企业签订冷库热像仪设备采购框架协议，合同金额约人民币8,887.94万元，成功切入新能源电池产业链。	1、公司整合在红外监控、光电惯导、图像识别及人工智能等领域的技术储备和研发投入，成功研发多型巡检机器人，电力巡检机器人批量供货，成功开拓巡检机器人在地铁轨道交通和IDC数据机房等领域的应用； 2、公司开发了“智能电网设备状态全息感知平台”可实时、准确监控电站各类安全状态，实现构建智能电站	2026-03-03\|17.85\|-2.78\|18.37\|18.50\|17.81\|40207;2026-03-04\|17.80\|-0.28\|17.68\|17.92\|17.48\|26402;2026-03-05\|17.50\|-1.69\|18.16\|18.16\|17.21\|42245;2026-03-06\|18.30\|4.57\|17.60\|18.33\|17.53\|56524;2026-03-09\|18.04\|-1.42\|18.30\|18.30\|17.80\|34401;2026-03-10\|18.34\|1.66\|18.12\|18.39\|18.10\|30297;2026-03-11\|18.30\|-0.22\|18.28\|18.75\|18.28\|30943;2026-03-12\|18.11\|-1.04\|18.25\|18.39\|18.06\|23116;2026-03-13\|18.10\|-0.06\|18.03\|18.20\|17.95\|26451;2026-03-16\|18.19\|0.50\|18.28\|18.28\|18.00\|24222;2026-03-17\|17.98\|-1.15\|18.32\|18.32\|17.85\|23116;2026-03-18\|18.12\|0.78\|17.98\|18.12\|17.83\|21868;2026-03-19\|18.00\|-0.66\|18.08\|18.25\|17.90\|26527;2026-03-20\|18.09\|0.50\|18.14\|18.50\|17.90\|37158;2026-03-23\|17.23\|-4.75\|18.00\|18.00\|17.19\|49615;2026-03-24\|17.44\|1.22\|17.55\|17.56\|17.23\|21831;2026-03-25\|18.31\|4.99\|17.50\|18.31\|17.49\|41833;2026-03-26\|19.08\|4.21\|18.99\|19.23\|18.36\|78749;2026-03-27\|18.41\|-3.51\|19.09\|19.27\|18.23\|79894;2026-03-30\|18.00\|-2.23\|18.47\|18.47\|17.82\|34209;2026-03-31\|17.86\|-0.78\|18.08\|18.20\|17.82\|19056;2026-04-01\|17.84\|-0.11\|17.89\|18.03\|17.75\|20902;2026-04-02\|17.94\|0.56\|18.18\|18.20\|17.80\|14200;2026-04-03\|17.94\|0.00\|17.94\|18.00\|17.76\|13148;2026-04-07\|17.91\|-0.17\|17.94\|17.96\|17.79\|11709;2026-04-08\|18.39\|2.68\|17.95\|18.79\|17.91\|30216;2026-04-09\|18.63\|1.31\|18.18\|18.75\|18.15\|32119;2026-04-10\|18.85\|1.18\|18.80\|18.86\|18.50\|34432;2026-04-13\|18.91\|0.32\|18.90\|19.25\|18.80\|33312;2026-04-14\|18.95\|0.21\|19.05\|19.05\|18.84\|28355;2026-04-15\|18.79\|-0.84\|19.07\|19.20\|18.74\|22242;2026-04-16\|18.98\|1.01\|18.60\|19.01\|18.40\|36685;2026-04-17\|19.14\|0.84\|18.99\|19.25\|18.82\|42035;2026-04-20\|19.07\|-0.37\|18.98\|19.20\|18.76\|57450;2026-04-21\|18.97\|-0.52\|19.07\|19.16\|18.90\|38477;2026-04-22\|18.81\|-0.84\|18.82\|18.90\|18.71\|45791;2026-04-23\|18.56\|-1.33\|18.81\|18.81\|18.56\|27555;2026-04-24\|19.09\|2.86\|18.56\|19.38\|18.56\|50731;2026-04-27\|18.93\|-0.84\|19.20\|19.25\|18.81\|31527;2026-04-28\|18.99\|0.32\|18.93\|19.23\|18.82\|40280;2026-04-29\|19.02\|0.16\|18.98\|19.06\|18.80\|33137;2026-04-30\|18.57\|-2.37\|18.23\|18.88\|18.23\|84711;2026-05-06\|18.10\|-2.53\|18.58\|18.68\|17.99\|89717;2026-05-07\|18.31\|1.16\|18.19\|18.35\|18.00\|50305;2026-05-08\|19.16\|4.64\|18.37\|19.23\|17.99\|89702;2026-05-11\|18.87\|-1.51\|19.16\|19.35\|18.72\|58301;2026-05-12\|18.93\|0.32\|18.87\|18.97\|18.71\|30821;2026-05-13\|19.73\|4.23\|18.99\|19.87\|18.82\|99852;2026-05-14\|19.39\|-1.72\|19.75\|20.14\|19.36\|58942;2026-05-15\|19.05\|-1.75\|19.36\|19.50\|18.80\|49577;2026-05-18\|18.64\|-2.15\|19.00\|19.04\|18.61\|47670;2026-05-19\|18.76\|0.64\|18.79\|18.86\|18.34\|27257;2026-05-20\|18.68\|-0.43\|18.78\|18.79\|18.57\|27338;2026-05-21\|18.55\|-0.70\|18.58\|19.15\|18.53\|33465;2026-05-22\|18.59\|0.22\|18.70\|18.79\|18.46\|31294;2026-05-25\|18.25\|-1.83\|18.56\|18.56\|18.15\|41605;2026-05-26\|17.34\|-4.99\|18.06\|18.06\|17.34\|53658;2026-05-27\|16.47\|-5.02\|16.47\|16.47\|16.47\|36806;2026-05-28\|15.65\|-4.98\|15.65\|15.65\|15.65\|22268;2026-05-29\|14.87\|-4.98\|14.87\|15.63\|14.87\|187726;2026-06-01\|14.13\|-4.98\|14.13\|14.13\|14.13\|30726;2026-06-02\|14.84\|5.02\|13.42\|14.84\|13.42\|245041;2026-06-03\|14.63\|-1.42\|14.45\|15.13\|14.22\|129223;2026-06-04\|14.14\|-3.35\|14.55\|14.66\|14.14\|65134;2026-06-05\|14.82\|4.81\|14.22\|14.85\|14.22\|88211;2026-06-08\|14.30\|-3.51\|14.51\|14.94\|14.26\|74275;2026-06-09\|14.29\|-0.07\|14.31\|14.47\|14.08\|34668;2026-06-10\|13.60\|-4.83\|14.29\|14.29\|13.58\|71692;2026-06-11\|14.28\|5.00\|13.59\|14.28\|13.30\|76893;2026-06-12\|14.99\|4.97\|14.95\|14.99\|14.55\|43162;2026-06-15\|15.74\|5.00\|15.56\|15.74\|15.00\|41350;2026-06-16\|15.74\|0.00\|16.35\|16.53\|15.31\|105764;2026-06-17\|15.70\|-0.25\|15.76\|16.16\|15.45\|68388;2026-06-18\|15.71\|0.06\|15.60\|16.11\|15.60\|45686;2026-06-22\|15.15\|-3.56\|15.81\|15.81\|14.92\|70014;2026-06-23\|15.05\|-0.66\|15.15\|15.50\|14.91\|37262;2026-06-24\|14.85\|-1.33\|14.99\|15.12\|14.60\|42374;2026-06-25\|14.23\|-4.18\|14.86\|14.88\|14.11\|67343;2026-06-26\|14.43\|1.41\|14.19\|14.75\|13.90\|46188;2026-06-29\|14.31\|-0.83\|14.56\|14.68\|14.00\|39678;2026-06-30\|14.99\|4.75\|14.33\|15.03\|14.17\|56606;2026-07-01\|14.50\|-3.27\|14.71\|14.88\|14.40\|53083;2026-07-02\|14.54\|0.28\|14.30\|14.83\|14.17\|40951;2026-07-03\|14.69\|1.03\|14.80\|14.99\|14.55\|40021;2026-07-06\|14.21\|-3.27\|14.84\|14.84\|14.21\|35620;2026-07-07\|13.92\|-2.04\|14.30\|14.42\|13.44\|41706;2026-07-08\|13.76\|-1.15\|13.90\|13.90\|13.49\|22794;2026-07-09\|12.40\|-9.88\|13.50\|13.89\|12.38\|129385;2026-07-10\|13.12\|5.81\|12.45\|13.60\|12.42\|93192
114738		国产算力+CPO硅光数据中心交换机+董事长变更行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月18日及4月15日互动易，公司基于自研CPO/NPO光引擎技术的51.2T CPO硅光数据中心交换机已于2025年实现批量交付部署，具备商业化交付能力。 2、据2026年4月29日投资者关系活动记录表，公司2026年一季度营收279.85亿元，同比增长34.61%；归母净利润7.88亿元，同比增长126.06%，主因抢抓人工智能建设机遇，深化“算力×联接”战略，智算及国产化业务加速落地。 3、据2026年6月30日公告，公司董事长于英涛因个人原因辞职，董事会选举李涛先生担任第九届董事会董事长。	旗下新华三为服务器、智算行业龙头之一	2026-03-03\|23.86\|-4.86\|25.17\|25.45\|23.77\|765681;2026-03-04\|23.56\|-1.26\|23.60\|24.06\|23.40\|480599;2026-03-05\|24.10\|2.29\|24.00\|24.60\|23.90\|515507;2026-03-06\|24.13\|0.12\|23.98\|24.23\|23.91\|290081;2026-03-09\|24.26\|0.54\|23.66\|24.34\|23.23\|588727;2026-03-10\|24.92\|2.72\|24.70\|25.12\|24.40\|594370;2026-03-11\|25.23\|1.24\|24.86\|25.46\|24.78\|611428;2026-03-12\|26.52\|5.11\|25.01\|27.75\|25.00\|2078644;2026-03-13\|25.80\|-2.71\|26.15\|26.45\|25.72\|1060213;2026-03-16\|25.39\|-1.59\|25.80\|25.93\|24.91\|710346;2026-03-17\|24.45\|-3.70\|25.50\|25.52\|24.42\|698811;2026-03-18\|26.30\|7.57\|24.50\|26.69\|24.41\|1365672;2026-03-19\|26.77\|1.79\|25.85\|27.50\|25.73\|1858042;2026-03-20\|26.18\|-2.20\|26.78\|26.98\|26.09\|1110391;2026-03-23\|25.40\|-2.98\|25.68\|26.50\|25.13\|1016945;2026-03-24\|25.70\|1.18\|25.72\|25.83\|24.83\|998379;2026-03-25\|26.34\|2.49\|25.69\|26.70\|25.67\|1061861;2026-03-26\|25.40\|-3.57\|26.10\|26.29\|25.31\|749831;2026-03-27\|25.14\|-1.02\|24.90\|25.67\|24.30\|913401;2026-03-30\|24.82\|-1.27\|24.55\|24.95\|23.85\|864363;2026-03-31\|24.90\|0.32\|24.75\|25.72\|24.46\|869364;2026-04-01\|25.29\|1.57\|25.50\|25.96\|25.13\|797119;2026-04-02\|24.20\|-4.31\|25.05\|25.15\|24.02\|851660;2026-04-03\|25.62\|5.87\|24.43\|26.00\|24.27\|1446405;2026-04-07\|25.13\|-1.91\|25.51\|25.86\|25.08\|774365;2026-04-08\|26.46\|5.29\|25.85\|26.49\|25.82\|1249849;2026-04-09\|27.02\|2.12\|26.16\|27.43\|26.03\|1658678;2026-04-10\|27.09\|0.26\|27.02\|27.76\|26.74\|1359861;2026-04-13\|28.24\|4.25\|26.93\|28.62\|26.80\|2174794;2026-04-14\|27.86\|-1.35\|28.09\|28.18\|27.52\|1397283;2026-04-15\|27.48\|-1.36\|27.85\|27.97\|26.98\|1386091;2026-04-16\|28.09\|2.22\|27.56\|28.68\|27.50\|1507014;2026-04-17\|27.70\|-1.39\|27.93\|28.38\|27.66\|1033928;2026-04-20\|28.41\|2.56\|27.95\|29.15\|27.90\|1361878;2026-04-21\|27.61\|-2.82\|28.08\|28.21\|27.30\|940908;2026-04-22\|29.92\|8.37\|27.52\|30.37\|27.45\|3231354;2026-04-23\|31.20\|4.28\|30.52\|31.81\|30.10\|3196701;2026-04-24\|31.32\|0.38\|30.88\|32.15\|30.41\|2478486;2026-04-27\|32.19\|2.78\|31.98\|32.86\|31.25\|2285513;2026-04-28\|31.58\|-1.90\|31.85\|32.28\|31.00\|1414523;2026-04-29\|32.42\|2.66\|32.50\|33.62\|31.89\|2553923;2026-04-30\|31.99\|-1.33\|32.66\|32.76\|30.74\|2108095;2026-05-06\|31.85\|-0.44\|32.47\|33.06\|31.80\|2443765;2026-05-07\|32.93\|3.39\|32.08\|33.13\|31.35\|2348991;2026-05-08\|33.17\|0.73\|32.39\|33.59\|31.67\|2127987;2026-05-11\|31.69\|-4.46\|33.78\|33.93\|31.56\|2827691;2026-05-12\|30.69\|-3.16\|32.19\|32.30\|30.53\|2179695;2026-05-13\|32.91\|7.23\|30.60\|33.16\|30.35\|2372601;2026-05-14\|32.14\|-2.34\|33.88\|34.49\|31.46\|2334916;2026-05-15\|31.91\|-0.72\|32.30\|33.96\|31.66\|2739082;2026-05-18\|31.83\|-0.25\|31.90\|32.62\|31.20\|1625408;2026-05-19\|32.49\|2.07\|31.63\|32.58\|30.51\|2022812;2026-05-20\|32.21\|-0.86\|32.29\|33.08\|31.92\|1369239;2026-05-21\|29.25\|-9.19\|32.67\|32.93\|29.05\|2559573;2026-05-22\|29.86\|2.09\|29.62\|29.99\|29.11\|1534325;2026-05-25\|31.04\|3.95\|30.51\|31.82\|30.02\|1782692;2026-05-26\|28.90\|-6.89\|30.50\|30.50\|28.19\|2102811;2026-05-27\|28.02\|-3.04\|28.78\|29.44\|27.78\|1523572;2026-05-28\|28.92\|3.21\|27.99\|29.11\|27.16\|1690697;2026-05-29\|28.64\|-0.97\|30.03\|30.49\|27.45\|2556330;2026-06-01\|27.84\|-2.79\|29.11\|29.89\|27.65\|1803936;2026-06-02\|28.21\|1.33\|28.29\|28.69\|27.65\|1501290;2026-06-03\|28.22\|0.04\|28.67\|29.88\|27.87\|2165744;2026-06-04\|27.72\|-1.77\|27.54\|28.18\|27.21\|1255174;2026-06-05\|27.87\|0.54\|27.31\|29.09\|26.67\|2266742;2026-06-08\|25.91\|-7.03\|26.91\|27.30\|25.60\|1764756;2026-06-09\|26.38\|1.81\|26.16\|26.41\|25.67\|1148061;2026-06-10\|25.92\|-1.74\|25.90\|26.97\|25.65\|1182841;2026-06-11\|25.35\|-2.20\|25.73\|26.01\|25.03\|912259;2026-06-12\|25.15\|-0.55\|25.79\|25.86\|25.12\|1098317;2026-06-15\|26.48\|5.29\|25.37\|26.58\|25.34\|1362856;2026-06-16\|26.78\|1.13\|26.48\|26.79\|26.12\|1025606;2026-06-17\|27.21\|1.61\|26.48\|28.00\|26.36\|1277040;2026-06-18\|27.45\|0.88\|27.16\|27.94\|27.02\|1252082;2026-06-22\|27.89\|1.60\|27.53\|27.94\|26.68\|1473284;2026-06-23\|26.91\|-3.51\|27.80\|28.22\|26.70\|1150216;2026-06-24\|27.66\|2.79\|26.81\|27.66\|26.69\|1158908;2026-06-25\|28.39\|2.64\|27.61\|28.57\|27.06\|1920264;2026-06-26\|25.62\|-9.76\|27.67\|27.73\|25.60\|2236751;2026-06-29\|26.24\|2.42\|25.50\|27.11\|25.44\|1552713;2026-06-30\|28.86\|9.98\|26.00\|28.86\|25.83\|1678661;2026-07-01\|29.93\|3.71\|30.34\|31.29\|29.45\|3392066;2026-07-02\|29.03\|-3.01\|29.18\|30.42\|28.70\|2173792;2026-07-03\|30.28\|4.31\|30.50\|31.59\|30.22\|2461803;2026-07-06\|33.31\|10.01\|30.82\|33.31\|29.58\|3156814;2026-07-07\|31.48\|-5.49\|31.66\|32.66\|30.90\|2803559;2026-07-08\|33.62\|6.80\|34.50\|34.63\|33.32\|4798849;2026-07-09\|35.68\|6.13\|33.33\|35.75\|32.82\|4356987;2026-07-10\|38.41\|7.65\|36.20\|39.25\|36.20\|4828361
114737		复牌+算力中心+液冷+机器人 1、2月13日公司公告，公司计划通过发行可转换公司债券的方式，向中金算力基金等12名投资者收购其合计持有的控股孙公司广东润惠科技发展有限公司42.56%股权，同时募集配套资金。本次交易完成后，润泽科技将实现对广东润惠100%控股，进一步整合IDC及AIDC业务资源。公司股票将于2月24日开市起复牌。 2、据2025年半年报，公司目前已在京津冀、长三角、大湾区、成渝经济圈、甘肃、海南自贸港等6大核心区域，规划完成了7个AIDC智能算力基础设施集群，累积拥有61栋智算中心、约32万架机柜资源储备，基本完成了全国“一体化算力中心体系”框架布局。 3、据2025年4月24日公告，公司自主研发的机房AI智能巡检机器人项目已完成，可自主移动、智能感知并与现有管理系统无缝对接。	公司自身为国内领先的数据中心整体解决方案提供商，字节跳动为第一大客户；公司2025年上半年新增交付220MW算力中心，液冷机柜已规模化部署，廊坊单体200MW智算中心已按液冷标准规划设计	2026-03-03\|96.49\|-2.24\|101.02\|102.40\|94.18\|1073433;2026-03-04\|94.60\|-1.96\|93.13\|98.36\|92.70\|737431;2026-03-05\|94.70\|0.11\|99.48\|99.50\|93.18\|819846;2026-03-06\|93.16\|-1.63\|92.30\|96.29\|90.60\|582326;2026-03-09\|96.35\|3.42\|91.00\|98.70\|87.54\|829045;2026-03-10\|95.51\|-0.87\|99.00\|99.90\|94.21\|676236;2026-03-11\|91.12\|-4.60\|94.33\|96.30\|91.08\|622058;2026-03-12\|88.69\|-2.67\|91.12\|92.98\|87.39\|559159;2026-03-13\|83.54\|-5.81\|87.92\|88.41\|83.42\|618556;2026-03-16\|83.32\|-0.26\|83.55\|83.88\|81.35\|378821;2026-03-17\|81.15\|-2.60\|84.40\|84.51\|81.03\|345210;2026-03-18\|86.91\|7.10\|82.40\|87.15\|81.68\|611733;2026-03-19\|89.75\|3.27\|84.30\|93.33\|84.10\|800379;2026-03-20\|85.97\|-4.21\|88.00\|89.58\|85.31\|518619;2026-03-23\|85.31\|-0.77\|84.44\|88.00\|83.75\|438549;2026-03-24\|84.40\|-1.07\|86.00\|86.80\|81.49\|372517;2026-03-25\|87.65\|3.85\|85.60\|89.90\|85.58\|529013;2026-03-26\|84.28\|-3.84\|86.78\|87.85\|84.08\|366327;2026-03-27\|83.45\|-0.98\|83.52\|84.57\|82.05\|269495;2026-03-30\|82.80\|-0.78\|81.50\|83.35\|80.54\|280114;2026-03-31\|80.80\|-2.42\|82.62\|84.31\|80.80\|277950;2026-04-01\|84.54\|4.63\|83.38\|85.32\|82.90\|441514;2026-04-02\|80.27\|-5.05\|84.00\|84.47\|79.89\|401915;2026-04-03\|81.00\|0.91\|81.79\|82.48\|80.25\|269540;2026-04-07\|79.51\|-1.84\|80.96\|81.81\|78.50\|276728;2026-04-08\|86.91\|9.31\|83.10\|86.92\|82.95\|582244;2026-04-09\|87.29\|0.44\|85.50\|87.50\|85.00\|482292;2026-04-10\|87.04\|-0.29\|88.00\|88.88\|86.00\|587719;2026-04-13\|89.22\|2.50\|85.30\|91.02\|85.00\|548846;2026-04-14\|91.14\|2.15\|92.00\|94.66\|89.94\|663628;2026-04-15\|90.26\|-0.97\|92.00\|92.99\|89.82\|508103;2026-04-16\|95.78\|6.12\|90.26\|97.98\|90.26\|765044;2026-04-17\|94.29\|-1.56\|94.00\|95.76\|94.00\|552466;2026-04-20\|95.20\|0.97\|94.50\|96.55\|93.33\|534533;2026-04-21\|90.05\|-5.41\|93.94\|93.94\|89.63\|581455;2026-04-22\|93.50\|3.83\|89.98\|93.94\|89.20\|573372;2026-04-23\|95.87\|2.53\|92.88\|99.65\|92.68\|746729;2026-04-24\|92.95\|-3.05\|94.78\|95.15\|90.00\|603549;2026-04-27\|90.12\|-3.04\|93.01\|94.00\|89.60\|480861;2026-04-28\|88.31\|-2.01\|90.50\|91.50\|88.09\|382471;2026-04-29\|90.44\|2.41\|87.38\|92.95\|86.63\|459592;2026-04-30\|89.06\|-1.53\|89.98\|91.00\|87.05\|389058;2026-05-06\|96.21\|8.03\|93.00\|99.88\|93.00\|882013;2026-05-07\|97.45\|1.29\|96.30\|98.20\|95.35\|618999;2026-05-08\|98.08\|0.65\|96.01\|100.90\|95.08\|660766;2026-05-11\|97.91\|-0.17\|102.98\|103.00\|96.00\|752454;2026-05-12\|91.38\|-6.67\|96.68\|97.20\|91.07\|798839;2026-05-13\|101.62\|11.21\|90.90\|105.00\|90.01\|1127112;2026-05-14\|99.67\|-1.92\|103.43\|104.48\|97.81\|859062;2026-05-15\|102.46\|2.80\|102.07\|110.98\|100.62\|1259480;2026-05-18\|99.39\|-3.00\|103.89\|105.18\|98.26\|864738;2026-05-19\|98.33\|-1.07\|100.90\|100.98\|95.70\|662231;2026-05-20\|95.85\|-2.52\|97.00\|99.00\|94.62\|559374;2026-05-21\|91.58\|-4.45\|97.40\|98.28\|90.90\|682232;2026-05-22\|93.35\|1.93\|92.90\|93.80\|90.51\|503750;2026-05-25\|94.58\|1.32\|93.39\|94.84\|91.20\|582515;2026-05-26\|89.01\|-5.89\|93.33\|93.33\|88.87\|582726;2026-05-27\|84.47\|-5.10\|87.81\|88.56\|84.00\|547404;2026-05-28\|86.47\|2.37\|88.04\|88.66\|84.51\|401769;2026-05-29\|83.87\|-3.01\|85.20\|86.99\|81.77\|433702;2026-06-01\|82.19\|-2.00\|83.00\|85.10\|82.08\|303440;2026-06-02\|80.23\|-2.38\|79.61\|81.36\|75.77\|548839;2026-06-03\|81.37\|1.42\|79.10\|82.50\|78.55\|422877;2026-06-04\|81.78\|0.50\|79.70\|82.40\|79.10\|303612;2026-06-05\|78.17\|-4.41\|81.00\|81.00\|77.94\|334809;2026-06-08\|74.11\|-5.19\|75.00\|76.83\|73.30\|328854;2026-06-09\|76.03\|2.59\|75.00\|76.72\|73.95\|282318;2026-06-10\|76.90\|1.14\|75.40\|80.58\|75.20\|393456;2026-06-11\|74.02\|-3.75\|75.45\|76.06\|73.56\|335017;2026-06-12\|73.53\|-0.66\|75.50\|76.16\|73.40\|304750;2026-06-15\|78.55\|6.83\|74.80\|78.82\|74.66\|391928;2026-06-16\|79.37\|1.04\|78.61\|80.14\|77.70\|350348;2026-06-17\|81.17\|2.27\|78.51\|81.57\|78.00\|336966;2026-06-18\|85.18\|4.94\|81.15\|85.23\|80.92\|464686;2026-06-22\|86.00\|0.96\|85.28\|89.18\|84.98\|551654;2026-06-23\|82.23\|-4.38\|85.00\|87.14\|81.82\|449620;2026-06-24\|85.60\|4.10\|82.20\|85.86\|81.03\|437224;2026-06-25\|83.59\|-2.35\|85.60\|86.80\|82.79\|438218;2026-06-26\|77.77\|-6.96\|82.00\|82.00\|77.56\|445856;2026-06-29\|76.20\|-2.02\|77.03\|78.89\|74.92\|307233;2026-06-30\|83.07\|9.02\|76.16\|85.62\|75.20\|527510;2026-07-01\|90.06\|8.41\|83.40\|93.00\|81.09\|917389;2026-07-02\|87.80\|-2.51\|87.17\|92.00\|86.80\|676100;2026-07-03\|85.44\|-2.69\|86.75\|90.30\|85.40\|453478;2026-07-06\|80.95\|-5.26\|85.66\|86.00\|79.69\|409973;2026-07-07\|78.41\|-2.85\|80.71\|81.50\|77.21\|262919;2026-07-08\|79.16\|0.96\|78.98\|81.80\|77.89\|401002;2026-07-09\|80.08\|1.16\|81.20\|81.26\|77.03\|377583;2026-07-10\|82.25\|2.71\|80.00\|86.31\|79.50\|550829

新增记录

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eastmoney_rank

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yuanbaoreason