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
122022	高端PCB需求爆发价格涨超300%，头部厂商订单排到2027年	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一，上半年净利润预增68%-78%，受益于高速交换机、AI服务器、高性能计算及智能汽车等应用领域的结构性需求，叠加公司产品结构的持续优化，预计2026年上半年公司营业收入和净利润较上年同期均有较快增长	2026-04-30\|102.57\|0.58\|103.62\|105.66\|102.20\|473253;2026-05-06\|104.79\|2.16\|104.90\|107.50\|103.90\|661115;2026-05-07\|107.88\|2.95\|104.82\|108.80\|102.81\|683633;2026-05-08\|108.71\|1.24\|105.83\|111.36\|105.18\|558376;2026-05-11\|108.68\|-0.03\|110.00\|110.80\|105.58\|704326;2026-05-12\|108.68\|0.00\|110.16\|110.50\|105.16\|626652;2026-05-13\|112.58\|3.59\|106.53\|112.88\|106.15\|706102;2026-05-14\|107.02\|-4.94\|114.38\|114.46\|106.30\|736761;2026-05-15\|102.99\|-3.77\|106.90\|108.00\|101.80\|627584;2026-05-18\|104.26\|1.23\|101.55\|106.68\|101.55\|492103;2026-05-19\|102.60\|-1.59\|103.47\|103.50\|98.30\|587736;2026-05-20\|103.58\|0.96\|102.60\|105.30\|101.70\|461189;2026-05-21\|103.70\|0.12\|105.58\|109.68\|103.00\|770834;2026-05-22\|114.07\|10.00\|106.00\|114.07\|106.00\|1016965;2026-05-25\|122.54\|7.43\|121.02\|123.82\|119.20\|997254;2026-05-26\|133.36\|8.83\|122.90\|134.79\|122.55\|1158013;2026-05-27\|128.29\|-3.80\|130.21\|134.50\|127.10\|1010370;2026-05-28\|133.06\|3.72\|126.10\|135.35\|125.36\|918255;2026-05-29\|132.04\|-0.77\|133.17\|138.87\|131.43\|924767;2026-06-01\|122.51\|-7.22\|132.04\|134.99\|122.28\|920139;2026-06-02\|131.00\|6.93\|124.00\|131.99\|119.20\|846816;2026-06-03\|129.80\|-0.92\|131.04\|138.42\|127.00\|1052102;2026-06-04\|140.82\|8.49\|127.08\|142.78\|126.50\|1106358;2026-06-05\|133.22\|-5.40\|137.10\|141.28\|131.81\|955056;2026-06-08\|137.00\|2.84\|125.00\|140.00\|125.00\|1159899;2026-06-09\|141.09\|2.99\|138.00\|142.30\|133.01\|1250056;2026-06-10\|130.60\|-7.43\|136.00\|136.99\|127.22\|1050923;2026-06-11\|126.91\|-2.83\|129.07\|130.82\|124.22\|778925;2026-06-12\|125.20\|-1.35\|131.66\|134.60\|125.00\|739443;2026-06-15\|133.76\|6.84\|128.50\|134.00\|122.22\|994190;2026-06-16\|140.64\|5.14\|134.20\|144.65\|134.04\|1101496;2026-06-17\|146.55\|4.20\|138.00\|149.90\|137.10\|991542;2026-06-18\|147.90\|0.92\|146.00\|149.36\|142.81\|836790;2026-06-22\|145.26\|-1.78\|149.79\|151.90\|141.45\|908645;2026-06-23\|138.50\|-4.65\|145.00\|146.50\|137.20\|826360;2026-06-24\|143.35\|3.50\|138.53\|144.98\|137.64\|705705;2026-06-25\|154.99\|8.12\|144.00\|156.33\|140.00\|1043882;2026-06-26\|147.28\|-4.97\|152.98\|155.25\|143.26\|821234;2026-06-29\|141.06\|-4.22\|147.28\|149.72\|135.63\|807492;2026-06-30\|152.80\|8.32\|141.10\|155.08\|141.10\|889851;2026-07-01\|145.01\|-5.10\|152.80\|158.20\|142.00\|824443;2026-07-02\|130.51\|-10.00\|138.15\|139.13\|130.51\|878486;2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734;2026-07-10\|129.44\|-5.72\|137.60\|141.89\|129.20\|758943;2026-07-13\|124.66\|-3.69\|127.70\|132.00\|123.12\|527167;2026-07-14\|137.13\|10.00\|128.55\|137.13\|128.35\|940197;2026-07-15\|137.23\|0.07\|140.98\|142.89\|137.15\|859631;2026-07-16\|136.72\|-0.37\|133.81\|142.99\|133.16\|783543;2026-07-17\|127.80\|-6.52\|134.09\|136.45\|123.05\|957299;2026-07-20\|115.02\|-10.00\|130.35\|131.48\|115.02\|874260;2026-07-21\|122.60\|6.59\|115.27\|123.33\|104.20\|981007;2026-07-22\|114.23\|-6.83\|121.00\|123.98\|113.65\|775403;2026-07-23\|115.74\|1.32\|116.88\|120.20\|113.52\|561345;2026-07-24\|112.22\|-3.04\|112.00\|116.49\|110.01\|420709;2026-07-27\|117.50\|4.71\|112.22\|117.81\|112.22\|461620;2026-07-28\|105.75\|-10.00\|112.50\|113.63\|105.75\|524994;2026-07-29\|105.25\|-0.47\|103.65\|105.88\|97.40\|779500;2026-07-30\|96.55\|-8.27\|104.21\|104.60\|94.73\|812211;2026-07-31\|103.75\|7.46\|105.30\|106.21\|103.46\|736313;2026-08-03\|101.61\|-2.06\|102.00\|104.06\|99.81\|419513;2026-08-04\|111.77\|10.00\|104.00\|111.77\|103.23\|670502;2026-08-05\|115.60\|3.43\|109.65\|119.00\|109.50\|816615;2026-08-06\|117.20\|1.38\|112.74\|121.87\|112.01\|589491;2026-08-07\|125.87\|7.40\|119.54\|127.77\|119.54\|797451;2026-08-10\|122.70\|-2.52\|126.80\|127.20\|119.50\|591360;2026-08-11\|121.00\|-1.39\|120.07\|124.98\|119.14\|375932;2026-08-12\|123.01\|1.66\|121.00\|123.86\|120.00\|374643;2026-08-13\|120.66\|-1.91\|124.90\|128.99\|120.29\|554657;2026-08-14\|121.27\|0.51\|120.95\|122.50\|119.01\|352649;2026-08-17\|125.09\|3.15\|122.00\|125.35\|120.66\|454611;2026-08-18\|123.59\|-1.20\|125.70\|126.18\|121.10\|366061;2026-08-19\|113.41\|-8.24\|118.07\|120.33\|112.50\|522334;2026-08-20\|114.32\|0.80\|115.13\|117.68\|113.09\|313023;2026-08-21\|121.21\|6.03\|113.67\|122.51\|113.39\|499272;2026-08-24\|115.57\|-4.65\|120.27\|122.41\|112.50\|419500;2026-08-25\|114.29\|-1.11\|113.08\|118.12\|112.22\|411054;2026-08-26\|119.22\|4.31\|116.42\|121.99\|115.63\|595172;2026-08-27\|122.02\|2.35\|122.00\|124.39\|118.91\|630239;2026-08-28\|121.70\|-0.26\|122.00\|127.64\|120.60\|590290;2026-08-31\|124.91\|2.64\|118.19\|125.00\|118.00\|496358;2026-09-01\|120.72\|-3.35\|124.88\|125.32\|119.28\|427763;2026-09-02\|118.39\|-1.93\|119.06\|120.60\|118.10\|316945;2026-09-03\|116.42\|-1.66\|120.40\|120.80\|115.50\|321643;2026-09-04\|111.50\|-4.23\|118.00\|119.20\|110.59\|493417;2026-09-07\|122.65\|10.00\|113.61\|122.65\|113.50\|801001;2026-09-08\|124.90\|1.83\|126.00\|129.25\|124.00\|690849;2026-09-09\|127.55\|2.12\|127.40\|130.86\|125.60\|462011
122021	高端PCB需求爆发价格涨超300%，头部厂商订单排到2027年	高速覆铜板+先进封装+电子环氧树脂行业原因： 1、英特尔CEO陈立武近日表示，他对英特尔的回报目标是"5至10年内实现10倍"，并正在围绕先进封装、新型半导体材料与下一代基板技术，系统性地重构英特尔的技术路线图。 2、兴业证券6月11日研报指出，玻璃基板凭借低热膨胀系数、高布线密度等优势成为下一代核心基板，台积电、英特尔等龙头布局加速，行业迎来景气上行窗口。公司原因： 1、据2026年6月18日互动易，公司GA-686系列高速覆铜板产品已通过客户认证，取得小量订单生产，产品通过服务下游印刷电路板企业供应至各终端，广泛应用于通讯、服务器等领域。 2、据2026年4月23日年报，公司与晶化科技合作开发应用于FCBGA及FCCSP先进封装载板的GBF增层膜新材料；子公司珠海宏昌已取得“半导体级功能性树脂膜材研发及产业化项目”备案，年产ABF载板用增层膜材172.8万平方米。 3、据2026年4月23日年报，公司主营电子级环氧树脂与覆铜板，直接客户包括瀚宇博德、健鼎科技、胜宏科技等大型PCB厂商，业务聚焦于AI算力需求相关的材料升级。	公司开发了高频高速5G电路板用树脂，已完成下游CCL覆铜板客户实验室认证	2026-04-30\|13.82\|-3.63\|14.53\|14.66\|13.80\|852139;2026-05-06\|13.93\|0.80\|14.00\|14.44\|13.83\|758488;2026-05-07\|15.32\|9.98\|13.94\|15.32\|13.68\|698409;2026-05-08\|15.32\|0.00\|15.50\|15.74\|14.84\|782087;2026-05-11\|15.31\|-0.07\|15.60\|15.68\|15.08\|645160;2026-05-12\|15.10\|-1.37\|15.21\|15.38\|14.72\|562763;2026-05-13\|16.19\|7.22\|14.80\|16.61\|14.61\|1062572;2026-05-14\|16.35\|0.99\|16.33\|17.02\|15.44\|977812;2026-05-15\|15.14\|-7.40\|17.50\|17.53\|14.88\|1149246;2026-05-18\|14.98\|-1.06\|14.85\|15.65\|14.73\|716488;2026-05-19\|15.83\|5.67\|14.73\|16.00\|14.47\|792054;2026-05-20\|15.66\|-1.07\|15.83\|16.10\|15.47\|495712;2026-05-21\|15.12\|-3.45\|15.80\|16.86\|15.02\|833810;2026-05-22\|16.29\|7.74\|15.13\|16.42\|15.13\|838969;2026-05-25\|16.52\|1.41\|16.48\|17.03\|16.21\|694356;2026-05-26\|16.98\|2.78\|16.53\|17.38\|16.03\|958790;2026-05-27\|16.56\|-2.47\|17.00\|17.47\|15.94\|864393;2026-05-28\|17.42\|5.19\|16.16\|17.42\|16.16\|942777;2026-05-29\|16.58\|-4.82\|17.30\|18.56\|16.20\|1161609;2026-06-01\|17.04\|2.77\|16.29\|17.74\|16.20\|982148;2026-06-02\|18.38\|7.86\|16.70\|18.74\|16.67\|1230454;2026-06-03\|17.31\|-5.82\|18.29\|18.56\|17.04\|1223805;2026-06-04\|17.57\|1.50\|16.85\|17.68\|16.12\|928864;2026-06-05\|16.75\|-4.67\|17.25\|17.60\|16.68\|601084;2026-06-08\|15.08\|-9.97\|15.16\|15.84\|15.08\|475272;2026-06-09\|16.59\|10.01\|15.65\|16.59\|15.64\|757124;2026-06-10\|18.25\|10.01\|17.00\|18.25\|17.00\|1995909;2026-06-11\|17.90\|-1.92\|18.35\|18.49\|17.22\|1343148;2026-06-12\|17.43\|-2.57\|17.96\|18.50\|17.31\|1001368;2026-06-15\|19.17\|9.98\|17.76\|19.17\|17.60\|537848;2026-06-16\|21.09\|10.02\|19.89\|21.09\|19.88\|912132;2026-06-17\|23.20\|10.00\|21.50\|23.20\|21.50\|785334;2026-06-18\|23.58\|1.64\|23.64\|24.65\|22.67\|1418359;2026-06-22\|25.94\|10.01\|23.66\|25.94\|23.11\|1504556;2026-06-23\|23.35\|-9.98\|26.00\|26.45\|23.35\|1163300;2026-06-24\|23.49\|0.60\|22.57\|23.97\|22.50\|1123341;2026-06-25\|24.95\|6.22\|23.07\|25.15\|22.78\|1267078;2026-06-26\|26.23\|5.13\|24.18\|27.45\|23.68\|1342862;2026-06-29\|24.32\|-7.28\|27.00\|27.01\|23.61\|1260138;2026-06-30\|24.17\|-0.62\|24.03\|24.52\|23.23\|941661;2026-07-01\|23.78\|-1.61\|23.69\|25.60\|23.41\|887305;2026-07-02\|22.79\|-4.16\|22.61\|24.70\|22.11\|862420;2026-07-03\|22.38\|-1.80\|22.00\|23.50\|21.87\|783724;2026-07-06\|21.47\|-4.07\|22.78\|23.80\|21.15\|707605;2026-07-07\|20.79\|-3.17\|21.89\|22.10\|20.43\|559648;2026-07-08\|19.80\|-4.76\|21.03\|21.20\|19.40\|612341;2026-07-09\|20.06\|1.31\|20.14\|20.36\|18.94\|647280;2026-07-10\|19.00\|-5.28\|20.05\|21.10\|18.99\|654493;2026-07-13\|17.10\|-10.00\|18.67\|19.03\|17.10\|518448;2026-07-14\|18.20\|6.43\|16.63\|18.42\|16.40\|709091;2026-07-15\|18.17\|-0.16\|19.30\|19.38\|18.13\|666359;2026-07-16\|17.23\|-5.17\|17.66\|18.76\|16.99\|612647;2026-07-17\|15.95\|-7.43\|17.57\|17.68\|15.88\|556976;2026-07-20\|14.36\|-9.97\|16.20\|16.26\|14.36\|439579;2026-07-21\|14.46\|0.70\|13.69\|14.48\|12.92\|1035539;2026-07-22\|13.80\|-4.56\|13.80\|14.89\|13.60\|839668;2026-07-23\|13.94\|1.01\|14.08\|14.78\|13.60\|668872;2026-07-24\|13.49\|-3.23\|13.57\|14.35\|13.34\|448385;2026-07-27\|14.31\|6.08\|13.65\|14.34\|13.15\|575325;2026-07-28\|13.27\|-7.27\|13.97\|14.45\|13.07\|520683;2026-07-29\|12.53\|-5.58\|13.10\|13.33\|11.97\|696844;2026-07-30\|11.54\|-7.90\|12.50\|12.59\|11.36\|596441;2026-07-31\|12.31\|6.67\|12.38\|12.69\|12.10\|780877;2026-08-03\|11.75\|-4.55\|12.10\|12.40\|11.65\|496988;2026-08-04\|12.51\|6.47\|11.90\|12.61\|11.73\|485255;2026-08-05\|13.52\|8.07\|12.40\|13.66\|12.31\|559071;2026-08-06\|14.04\|3.85\|13.30\|14.32\|13.20\|675476;2026-08-07\|15.05\|7.19\|14.08\|15.44\|13.77\|1042681;2026-08-10\|15.18\|0.86\|15.48\|15.75\|14.63\|867499;2026-08-11\|14.93\|-1.65\|15.06\|15.38\|14.77\|557503;2026-08-12\|15.31\|2.55\|15.12\|15.46\|14.81\|485555;2026-08-13\|15.13\|-1.18\|15.60\|16.12\|15.12\|550367;2026-08-14\|15.99\|5.68\|15.21\|16.64\|15.21\|986716;2026-08-17\|17.59\|10.01\|16.25\|17.59\|16.20\|602960;2026-08-18\|17.84\|1.42\|18.54\|19.00\|17.50\|1418619;2026-08-19\|16.47\|-7.68\|17.07\|18.00\|16.30\|902610;2026-08-20\|16.32\|-0.91\|16.88\|16.89\|16.00\|671233;2026-08-21\|16.52\|1.23\|16.28\|16.85\|15.89\|578872;2026-08-24\|15.66\|-5.21\|16.61\|16.72\|15.15\|631730;2026-08-25\|15.52\|-0.89\|15.00\|15.78\|14.98\|442632;2026-08-26\|15.37\|-0.97\|15.75\|15.85\|14.89\|454764;2026-08-27\|16.91\|10.02\|15.64\|16.91\|15.64\|586609;2026-08-28\|17.67\|4.49\|17.40\|18.46\|17.10\|1290721;2026-08-31\|17.54\|-0.74\|17.40\|17.90\|17.10\|820087;2026-09-01\|16.75\|-4.50\|17.55\|17.60\|16.72\|665444;2026-09-02\|16.52\|-1.37\|16.45\|16.98\|16.30\|547349;2026-09-03\|15.89\|-3.81\|16.78\|16.79\|15.58\|679606;2026-09-04\|15.11\|-4.91\|15.97\|16.30\|14.96\|649667;2026-09-07\|16.32\|8.01\|15.20\|16.62\|15.12\|991769;2026-09-08\|16.42\|0.61\|16.16\|16.96\|16.16\|849585;2026-09-09\|16.38\|-0.24\|16.39\|16.96\|16.25\|511239
122020	高端PCB需求爆发价格涨超300%，头部厂商订单排到2027年	PCB+封装基板+拟定增+央企行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月13日公告，公司拟募集资金不超过48.82亿元，用于无锡AI算力电子电路产品项目及补充流动资金，该项目主要生产高速高密高多层PCB产品，用于AI服务器、交换机等领域。 2、据2026年6月16日投资者关系活动记录表，公司PCB业务受益于AI算力基础设施硬件需求增长，工厂产能利用率维持高位；封装基板业务因存储类、处理器芯片类基板需求拉动，产能利用率延续较高水平。 3、据2026年6月16日投资者关系活动记录表，公司广州封装基板项目FC-BGA类封装基板已实现22层及以下产品量产，24层及以上产品技术研发及打样工作按期推进。 4、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	国内IC载板龙头，已成为全球领先的无线基站射频功放PCB供应商、亚太地区主要的航空航天用PCB供应商、国内领先的处理器芯片封装基板供应商	2026-04-30\|312.50\|-0.64\|318.68\|322.75\|308.21\|102497;2026-05-06\|318.75\|2.00\|325.41\|337.77\|318.49\|119537;2026-05-07\|323.50\|1.49\|322.75\|329.00\|318.16\|85179;2026-05-08\|320.37\|-0.97\|316.66\|329.33\|315.10\|95192;2026-05-11\|333.52\|4.10\|325.40\|336.19\|313.59\|123785;2026-05-12\|329.79\|-1.12\|334.00\|339.60\|324.65\|89181;2026-05-13\|348.50\|5.67\|327.18\|350.70\|325.01\|119027;2026-05-14\|331.36\|-4.92\|349.09\|350.00\|329.33\|96631;2026-05-15\|323.25\|-2.45\|331.36\|339.39\|318.30\|98240;2026-05-18\|335.92\|3.92\|320.96\|341.55\|316.30\|102704;2026-05-19\|332.30\|-1.08\|334.00\|335.00\|315.33\|90609;2026-05-20\|333.88\|0.48\|330.99\|342.87\|327.27\|91254;2026-05-21\|343.88\|3.00\|342.00\|366.00\|342.00\|142900;2026-05-22\|378.27\|10.00\|357.63\|378.27\|357.29\|149655;2026-05-25\|400.00\|5.74\|404.02\|409.74\|387.87\|161963;2026-05-26\|419.50\|4.88\|406.00\|432.99\|394.53\|219316;2026-05-27\|396.05\|-5.59\|410.15\|418.00\|390.01\|190716;2026-05-28\|398.28\|0.56\|390.81\|403.00\|384.55\|143521;2026-05-29\|411.41\|3.92\|405.00\|425.00\|401.31\|153616;2026-06-01\|380.00\|-7.63\|412.00\|425.88\|379.86\|162448;2026-06-02\|398.80\|4.95\|386.08\|404.00\|369.00\|144410;2026-06-03\|382.00\|-4.21\|400.00\|406.70\|374.48\|211122;2026-06-04\|393.38\|2.98\|370.00\|398.00\|369.53\|154196;2026-06-05\|373.00\|-5.18\|382.01\|392.86\|370.49\|131901;2026-06-08\|369.64\|-0.90\|350.08\|393.80\|350.00\|169281;2026-06-09\|395.96\|7.12\|375.00\|399.00\|363.00\|162474;2026-06-10\|383.06\|-3.26\|392.00\|394.30\|374.50\|113558;2026-06-11\|376.16\|-1.80\|382.99\|390.88\|370.00\|97437;2026-06-12\|379.50\|0.89\|390.91\|401.59\|377.56\|108361;2026-06-15\|399.80\|5.35\|386.96\|401.33\|383.03\|134493;2026-06-16\|403.88\|1.02\|399.00\|413.63\|396.66\|158116;2026-06-17\|444.27\|10.00\|405.00\|444.27\|405.00\|120345;2026-06-18\|453.80\|2.15\|456.00\|459.00\|419.00\|195279;2026-06-22\|457.34\|0.78\|462.42\|469.52\|433.76\|175947;2026-06-23\|426.00\|-6.85\|447.81\|455.00\|419.00\|153966;2026-06-24\|431.90\|1.39\|424.87\|436.00\|412.00\|130643;2026-06-25\|455.00\|5.35\|431.99\|459.90\|425.19\|135773;2026-06-26\|433.50\|-4.73\|448.00\|448.80\|420.47\|111999;2026-06-29\|434.16\|0.15\|428.40\|453.00\|403.83\|129011;2026-06-30\|457.90\|5.47\|430.46\|469.99\|425.87\|135452;2026-07-01\|448.02\|-2.16\|459.00\|484.57\|440.50\|112640;2026-07-02\|423.10\|-5.56\|427.20\|468.29\|406.00\|161068;2026-07-03\|454.48\|7.42\|426.28\|465.41\|415.00\|176442;2026-07-06\|440.20\|-3.14\|450.00\|455.98\|426.88\|152099;2026-07-07\|412.10\|-6.38\|438.69\|443.95\|396.18\|183387;2026-07-08\|402.33\|-2.37\|413.79\|422.98\|397.00\|93145;2026-07-09\|442.56\|10.00\|420.00\|442.56\|407.19\|154991;2026-07-10\|426.00\|-3.74\|443.00\|459.80\|425.00\|130742;2026-07-13\|393.59\|-7.61\|419.99\|445.00\|389.73\|191242;2026-07-14\|408.99\|3.91\|400.00\|416.30\|378.00\|219351;2026-07-15\|377.23\|-7.77\|412.00\|414.80\|374.94\|161586;2026-07-16\|364.00\|-3.51\|370.02\|388.55\|357.00\|122471;2026-07-17\|334.00\|-8.24\|358.00\|359.99\|327.60\|141990;2026-07-20\|324.36\|-2.89\|344.02\|354.99\|314.37\|151637;2026-07-21\|350.00\|7.90\|329.54\|352.98\|295.28\|172571;2026-07-22\|337.98\|-3.43\|345.00\|366.98\|334.00\|125452;2026-07-23\|337.47\|-0.15\|344.06\|351.50\|334.00\|91236;2026-07-24\|332.81\|-1.38\|330.00\|339.21\|323.00\|70064;2026-07-27\|353.44\|6.20\|332.48\|354.88\|331.06\|100102;2026-07-28\|318.10\|-10.00\|340.10\|343.99\|318.10\|94231;2026-07-29\|316.01\|-0.66\|304.73\|319.45\|288.00\|155138;2026-07-30\|284.50\|-9.97\|312.70\|317.00\|284.41\|139251;2026-07-31\|308.00\|8.26\|312.00\|312.95\|304.40\|150173;2026-08-03\|302.31\|-1.85\|303.13\|310.48\|293.88\|93624;2026-08-04\|332.54\|10.00\|308.00\|332.54\|308.00\|105098;2026-08-05\|349.18\|5.00\|330.78\|356.47\|328.00\|144656;2026-08-06\|353.99\|1.38\|340.00\|367.29\|338.08\|107346;2026-08-07\|382.63\|8.09\|359.00\|388.18\|356.00\|139279;2026-08-10\|372.40\|-2.67\|382.62\|383.56\|359.36\|111252;2026-08-11\|380.70\|2.23\|365.71\|395.98\|363.01\|118289;2026-08-12\|385.80\|1.34\|380.70\|394.18\|377.00\|93832;2026-08-13\|377.98\|-2.03\|394.98\|402.88\|377.15\|88684;2026-08-14\|378.00\|0.01\|380.00\|382.57\|371.00\|66701;2026-08-17\|392.90\|3.94\|379.78\|393.99\|377.13\|89762;2026-08-18\|381.85\|-2.81\|393.00\|393.00\|375.80\|80860;2026-08-19\|343.93\|-9.93\|370.00\|372.57\|343.67\|140038;2026-08-20\|345.00\|0.31\|349.06\|353.53\|340.51\|81344;2026-08-21\|358.25\|3.84\|342.98\|362.00\|342.98\|80199;2026-08-24\|343.63\|-4.08\|357.41\|360.98\|334.00\|76183;2026-08-25\|341.00\|-0.77\|339.99\|346.50\|332.00\|76448;2026-08-26\|348.03\|2.06\|343.70\|353.70\|337.05\|73982;2026-08-27\|365.10\|4.90\|359.00\|368.80\|351.44\|96483;2026-08-28\|362.40\|-0.74\|365.10\|380.00\|362.21\|90309;2026-08-31\|369.08\|1.84\|353.20\|370.37\|348.69\|82105;2026-09-01\|354.34\|-3.99\|368.00\|368.01\|350.38\|58852;2026-09-02\|348.39\|-1.68\|348.00\|353.81\|345.01\|39283;2026-09-03\|341.54\|-1.97\|353.58\|354.88\|340.01\|48352;2026-09-04\|331.80\|-2.85\|345.00\|352.50\|328.21\|64977;2026-09-07\|364.98\|10.00\|338.00\|364.98\|336.00\|92409;2026-09-08\|382.50\|4.80\|375.37\|393.77\|370.01\|132996;2026-09-09\|383.37\|0.23\|386.30\|391.66\|380.00\|74618
122019	高端PCB需求爆发价格涨超300%，头部厂商订单排到2027年	AI算力+PCB+定增过会 1、据2026年5月21日公告，公司2025年度向特定对象发行A股股票申请获上海证券交易所审核通过，拟募资25.30亿元用于人工智能计算HDI生产基地建设项目等，聚焦AI服务器与数据中心领域。 2、据2026年4月24日年报，公司紧抓AI算力需求机遇，AI算力相关产品收入同比增长242%，推动2025年整体营收94.94亿元、归母净利润14.73亿元，分别同比增长102.57%和343.76%；据2026年一季报，公司一季度归母净利润4.45亿元，同比增长122.16%。 3、据2026年4月24日年报，公司主营印制电路板研发、生产与销售，产品定位于中高端市场，是中国领先的高品质多层印制电路板制造商，已成功跻身头部客户AI服务器等核心供应链。	1、公司上半年归母净利润预计同比增长104%至114%，业绩变动主要系受益于AI算力及高速通信等下游领域高景气需求，公司聚焦高端市场，优化产品结构，智能算力中心项目高效落地并释放效益； 2、国内印制电路板领先供应商；公司已掌握100G-400G高速光模块印制电路板制作技术，也具备800G光模块PCB的技术能力和实际供货经验	2026-04-30\|109.60\|-4.00\|116.00\|116.00\|108.04\|258102;2026-05-06\|107.45\|-1.96\|111.98\|112.00\|106.49\|309799;2026-05-07\|107.96\|0.47\|107.77\|108.66\|104.96\|318272;2026-05-08\|106.85\|-1.03\|106.02\|110.58\|104.20\|271289;2026-05-11\|105.54\|-1.23\|109.96\|109.96\|102.45\|281522;2026-05-12\|102.60\|-2.79\|105.52\|106.74\|101.57\|267456;2026-05-13\|107.49\|4.77\|101.10\|108.50\|101.05\|386933;2026-05-14\|101.11\|-5.94\|108.99\|108.99\|101.11\|285962;2026-05-15\|97.61\|-3.46\|101.01\|102.90\|96.95\|231784;2026-05-18\|106.14\|8.74\|97.00\|107.80\|96.12\|393167;2026-05-19\|104.50\|-1.55\|105.88\|105.90\|99.68\|240627;2026-05-20\|104.14\|-0.34\|106.59\|106.95\|103.01\|169722;2026-05-21\|99.25\|-4.70\|106.00\|108.55\|99.00\|293651;2026-05-22\|108.49\|9.31\|101.99\|109.75\|101.55\|407726;2026-05-25\|110.08\|1.47\|111.20\|112.58\|104.38\|476791;2026-05-26\|132.10\|20.00\|114.90\|132.10\|114.90\|771251;2026-05-27\|133.30\|0.91\|131.80\|138.00\|127.00\|654853;2026-05-28\|139.19\|4.42\|127.06\|139.93\|125.28\|535260;2026-05-29\|138.05\|-0.82\|134.92\|144.88\|133.38\|498961;2026-06-01\|123.00\|-10.90\|140.00\|140.10\|122.77\|356560;2026-06-02\|131.55\|6.95\|122.83\|135.77\|117.50\|415484;2026-06-03\|128.39\|-2.40\|131.55\|134.49\|125.50\|345299;2026-06-04\|128.60\|0.16\|125.13\|132.00\|122.49\|250285;2026-06-05\|117.85\|-7.94\|124.38\|125.38\|116.45\|286471;2026-06-08\|112.11\|-4.87\|110.00\|116.52\|106.50\|253831;2026-06-09\|124.90\|11.41\|114.79\|126.95\|113.82\|294711;2026-06-10\|116.40\|-6.81\|121.13\|122.95\|115.03\|275093;2026-06-11\|116.16\|-0.21\|115.88\|119.09\|114.33\|210042;2026-06-12\|123.65\|6.45\|120.88\|131.50\|119.92\|472866;2026-06-15\|133.16\|7.69\|126.00\|133.68\|124.05\|403984;2026-06-16\|138.96\|4.36\|133.00\|144.28\|130.05\|425307;2026-06-17\|141.07\|1.52\|136.00\|153.94\|136.00\|457078;2026-06-18\|138.50\|-1.82\|139.63\|142.48\|135.80\|327345;2026-06-22\|134.40\|-2.96\|139.99\|141.00\|130.38\|341297;2026-06-23\|126.82\|-5.64\|132.80\|133.47\|125.20\|254830;2026-06-24\|136.61\|7.72\|126.82\|139.49\|126.08\|324980;2026-06-25\|138.20\|1.16\|139.00\|140.88\|133.00\|315641;2026-06-26\|131.90\|-4.56\|135.90\|136.58\|128.58\|220499;2026-06-29\|124.22\|-5.82\|131.50\|134.76\|121.38\|225984;2026-06-30\|132.40\|6.59\|125.00\|134.99\|125.00\|239240;2026-07-01\|123.97\|-6.37\|132.57\|133.99\|121.92\|242064;2026-07-02\|115.30\|-6.99\|118.51\|122.44\|114.80\|186934;2026-07-03\|122.89\|6.58\|115.00\|125.15\|113.00\|223507;2026-07-06\|120.68\|-1.80\|121.00\|122.06\|113.11\|189182;2026-07-07\|121.96\|1.06\|118.12\|124.98\|117.81\|142465;2026-07-08\|118.00\|-3.25\|122.00\|123.00\|115.50\|129026;2026-07-09\|126.20\|6.95\|121.00\|127.61\|118.89\|188635;2026-07-10\|123.00\|-2.54\|127.99\|131.33\|122.46\|195593;2026-07-13\|111.01\|-9.75\|119.99\|123.73\|110.89\|165202;2026-07-14\|126.78\|14.21\|114.00\|126.95\|113.00\|309482;2026-07-15\|128.87\|1.65\|126.00\|131.44\|123.35\|246067;2026-07-16\|127.65\|-0.95\|124.00\|134.00\|119.60\|219221;2026-07-17\|113.49\|-11.09\|126.36\|126.60\|112.93\|223533;2026-07-20\|102.02\|-10.11\|116.50\|117.49\|99.00\|243754;2026-07-21\|110.23\|8.05\|104.02\|112.00\|92.10\|248861;2026-07-22\|101.00\|-8.37\|107.80\|112.88\|100.85\|208746;2026-07-23\|100.66\|-0.34\|103.02\|105.50\|98.02\|140938;2026-07-24\|96.78\|-3.85\|99.95\|100.37\|95.90\|119309;2026-07-27\|102.83\|6.25\|96.00\|103.10\|95.68\|122105;2026-07-28\|89.37\|-13.09\|98.90\|99.50\|88.86\|176737;2026-07-29\|92.91\|3.96\|90.25\|93.27\|84.77\|197062;2026-07-30\|82.40\|-11.31\|89.77\|91.48\|81.50\|179726;2026-07-31\|94.50\|14.68\|92.00\|98.88\|92.00\|287657;2026-08-03\|95.29\|0.84\|92.38\|96.18\|89.31\|179439;2026-08-04\|102.79\|7.87\|97.00\|104.33\|95.90\|192211;2026-08-05\|107.53\|4.61\|99.56\|111.10\|99.55\|183718;2026-08-06\|108.20\|0.62\|105.80\|112.29\|105.10\|141575;2026-08-07\|118.78\|9.78\|108.33\|121.00\|108.22\|218030;2026-08-10\|112.32\|-5.44\|120.95\|121.39\|109.57\|207667;2026-08-11\|111.08\|-1.10\|110.03\|113.22\|108.58\|103527;2026-08-12\|111.90\|0.74\|110.81\|114.21\|110.44\|123182;2026-08-13\|109.85\|-1.83\|113.80\|115.23\|109.16\|147901;2026-08-14\|115.99\|5.59\|110.88\|116.20\|108.80\|166609;2026-08-17\|118.28\|1.97\|116.00\|118.38\|113.00\|205386;2026-08-18\|114.76\|-2.98\|118.28\|120.16\|112.77\|136690;2026-08-19\|103.39\|-9.91\|110.00\|111.80\|101.00\|184274;2026-08-20\|104.40\|0.98\|105.99\|107.50\|103.04\|97753;2026-08-21\|107.58\|3.05\|103.89\|109.95\|102.52\|116927;2026-08-24\|102.30\|-4.91\|107.00\|107.50\|99.66\|126374;2026-08-25\|103.00\|0.68\|100.48\|105.90\|99.11\|106151;2026-08-26\|106.45\|3.35\|103.90\|107.99\|100.69\|143737;2026-08-27\|121.69\|14.32\|109.58\|123.49\|109.10\|348703;2026-08-28\|131.20\|7.81\|123.42\|138.47\|121.69\|400503;2026-08-31\|128.88\|-1.77\|126.23\|131.20\|125.51\|270808;2026-09-01\|122.64\|-4.84\|130.00\|130.15\|120.78\|186274;2026-09-02\|124.86\|1.81\|120.00\|127.45\|119.99\|229258;2026-09-03\|123.50\|-1.09\|127.00\|128.00\|121.86\|152266;2026-09-04\|118.43\|-4.11\|124.88\|127.42\|117.01\|145912;2026-09-07\|132.93\|12.24\|122.00\|132.93\|120.79\|260012;2026-09-08\|126.55\|-4.80\|130.28\|133.80\|125.75\|20462188;2026-09-09\|128.33\|1.41\|128.50\|131.75\|125.90\|16232676
122018	高端PCB需求爆发价格涨超300%，头部厂商订单排到2027年	PCB+可剥铜+先进封装+电磁屏蔽膜行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、公司的带载体可剥离超薄铜箔可剥铜是制备芯片封装基板、类载板的必需材料，属于先进封装范畴。据2025年7月8日互动易，公司可剥铜产品性能参数可对标竞品，相关型号陆续通过了多家下游客户的测试认证，持续获得小批量订单。 2、据2025年年度报告，公司是全球范围内极少数掌握超高屏蔽效能、极低插入损耗核心技术的厂家之一，电磁屏蔽膜市场占有率处于全球前列。 3、公司主营业务为高端电子材料的研发、生产及销售，产品包括电磁屏蔽膜、各类铜箔含可剥铜、挠性覆铜板等，广泛应用于PCB产业链。当日市场PCB、CPO等算力硬件板块表现活跃。	公司的相关铜箔产品应用于PCB，如可剥铜可用于芯片载板，RTF铜箔可用于高频高速柔性线路板等	2026-04-30\|147.52\|7.13\|135.19\|150.53\|135.19\|81057;2026-05-06\|166.98\|13.19\|148.82\|176.99\|148.50\|88484;2026-05-07\|165.97\|-0.60\|166.97\|169.99\|161.11\|43155;2026-05-08\|165.10\|-0.52\|164.00\|171.88\|159.01\|53968;2026-05-11\|158.50\|-4.00\|163.27\|167.72\|152.20\|57890;2026-05-12\|157.29\|-0.76\|157.50\|159.70\|149.32\|64011;2026-05-13\|163.48\|3.94\|155.00\|166.99\|153.58\|50319;2026-05-14\|158.00\|-3.35\|163.09\|165.80\|155.01\|39291;2026-05-15\|147.96\|-6.35\|156.94\|161.00\|144.99\|50040;2026-05-18\|141.90\|-4.10\|148.66\|150.66\|140.88\|51739;2026-05-19\|142.44\|0.38\|143.00\|143.79\|134.87\|42970;2026-05-20\|143.21\|0.54\|141.00\|144.60\|136.75\|37787;2026-05-21\|138.18\|-3.51\|147.01\|154.00\|138.18\|67490;2026-05-22\|165.82\|20.00\|139.00\|165.82\|139.00\|66702;2026-05-25\|174.70\|5.36\|180.00\|180.00\|168.01\|104944;2026-05-26\|167.20\|-4.29\|172.00\|176.70\|163.50\|58919;2026-05-27\|153.88\|-7.97\|167.28\|168.88\|151.88\|59455;2026-05-28\|159.45\|3.62\|153.75\|162.48\|150.00\|61981;2026-05-29\|146.00\|-8.44\|157.00\|158.06\|142.88\|71537;2026-06-01\|138.57\|-5.09\|148.92\|153.88\|135.99\|47996;2026-06-02\|143.20\|3.34\|138.65\|146.93\|131.12\|51068;2026-06-03\|138.50\|-3.28\|140.00\|146.89\|135.57\|50316;2026-06-04\|146.44\|5.73\|135.94\|149.87\|135.30\|51121;2026-06-05\|137.68\|-5.98\|142.43\|145.77\|137.28\|29203;2026-06-08\|130.00\|-5.58\|128.10\|135.38\|128.00\|38440;2026-06-09\|147.72\|13.63\|134.10\|150.05\|131.90\|52898;2026-06-10\|160.00\|8.31\|145.99\|162.64\|144.00\|78171;2026-06-11\|178.00\|11.25\|160.00\|187.00\|160.00\|85724;2026-06-12\|191.50\|7.58\|193.00\|211.00\|182.33\|78336;2026-06-15\|227.20\|18.64\|200.10\|229.80\|200.10\|84561;2026-06-16\|231.80\|2.02\|230.00\|244.88\|224.89\|77524;2026-06-17\|232.31\|0.22\|231.90\|238.80\|221.98\|56123;2026-06-18\|236.00\|1.59\|228.13\|239.68\|224.00\|49317;2026-06-22\|253.80\|7.54\|248.00\|257.92\|236.33\|52642;2026-06-23\|229.61\|-9.53\|250.00\|250.98\|226.14\|53750;2026-06-24\|229.44\|-0.07\|229.00\|234.60\|219.00\|45563;2026-06-25\|231.46\|0.88\|230.00\|234.04\|222.00\|37993;2026-06-26\|230.12\|-0.58\|225.00\|235.74\|220.01\|38084;2026-06-29\|222.00\|-3.53\|229.01\|243.38\|209.99\|59023;2026-06-30\|249.60\|12.43\|222.00\|254.79\|221.78\|49732;2026-07-01\|270.08\|8.21\|268.00\|290.00\|257.08\|52764;2026-07-02\|229.26\|-15.11\|240.00\|260.00\|227.29\|56717;2026-07-03\|245.61\|7.13\|221.00\|256.00\|221.00\|52085;2026-07-06\|221.84\|-9.68\|250.52\|257.99\|221.02\|41936;2026-07-07\|205.88\|-7.19\|221.07\|223.12\|202.05\|43287;2026-07-08\|191.00\|-7.23\|210.00\|210.60\|190.00\|37929;2026-07-09\|206.39\|8.06\|191.97\|206.39\|186.43\|36980;2026-07-10\|193.04\|-6.47\|206.41\|209.99\|191.00\|36415;2026-07-13\|167.96\|-12.99\|193.81\|198.00\|166.17\|44608;2026-07-14\|181.07\|7.81\|171.00\|183.00\|165.02\|34055;2026-07-15\|178.34\|-1.51\|185.36\|190.97\|177.02\|37446;2026-07-16\|164.82\|-7.58\|178.34\|182.10\|161.41\|31719;2026-07-17\|142.00\|-13.85\|166.44\|166.86\|140.18\|35985;2026-07-20\|113.60\|-20.00\|145.55\|146.88\|113.60\|64409;2026-07-21\|120.88\|6.41\|109.94\|121.65\|94.72\|77484;2026-07-22\|117.25\|-3.00\|120.58\|128.00\|115.33\|48159;2026-07-23\|114.33\|-2.49\|120.13\|124.58\|112.00\|32808;2026-07-24\|107.49\|-5.98\|114.30\|115.88\|107.18\|34636;2026-07-27\|119.00\|10.71\|109.62\|122.86\|106.70\|42808;2026-07-28\|106.16\|-10.79\|112.75\|117.69\|105.07\|39353;2026-07-29\|105.38\|-0.73\|104.04\|109.97\|98.20\|47876;2026-07-30\|93.40\|-11.37\|106.22\|106.80\|93.00\|51730;2026-07-31\|103.27\|10.57\|104.90\|112.08\|100.03\|66281;2026-08-03\|98.28\|-4.83\|100.48\|105.94\|95.53\|45606;2026-08-04\|110.38\|12.31\|98.72\|111.79\|96.11\|47716;2026-08-05\|118.80\|7.63\|107.00\|122.00\|107.00\|49012;2026-08-06\|121.80\|2.53\|116.00\|125.01\|115.00\|46512;2026-08-07\|146.16\|20.00\|126.01\|146.16\|125.04\|63315;2026-08-10\|142.30\|-2.64\|150.00\|151.20\|137.00\|80310;2026-08-11\|136.70\|-3.94\|139.09\|143.00\|134.33\|51055;2026-08-12\|142.42\|4.18\|137.82\|143.13\|135.00\|51762;2026-08-13\|138.88\|-2.49\|146.70\|158.00\|138.52\|59547;2026-08-14\|144.98\|4.39\|141.09\|145.00\|137.60\|41841;2026-08-17\|152.68\|5.31\|144.98\|157.51\|143.01\|52447;2026-08-18\|149.64\|-1.99\|153.00\|156.00\|143.28\|47870;2026-08-19\|128.73\|-13.97\|142.00\|143.24\|127.00\|49986;2026-08-20\|127.70\|-0.80\|133.11\|135.88\|125.51\|52790;2026-08-21\|129.88\|1.71\|126.48\|131.50\|123.12\|35196;2026-08-24\|118.55\|-8.72\|130.09\|130.96\|113.11\|51499;2026-08-25\|122.25\|3.12\|116.00\|123.30\|111.97\|39250;2026-08-26\|121.06\|-0.97\|121.99\|123.90\|116.11\|27676;2026-08-27\|129.99\|7.38\|123.40\|131.88\|118.33\|42693;2026-08-28\|130.30\|0.24\|127.00\|137.17\|127.00\|40238;2026-08-31\|134.13\|2.94\|119.31\|138.13\|119.31\|56973;2026-09-01\|119.29\|-11.06\|133.00\|133.44\|117.77\|53624;2026-09-02\|117.24\|-1.72\|116.21\|119.18\|113.50\|45121;2026-09-03\|127.05\|8.37\|120.24\|129.40\|119.18\|62280;2026-09-04\|132.19\|4.05\|130.00\|137.99\|128.00\|74760;2026-09-07\|143.00\|8.18\|136.99\|147.80\|132.30\|85480;2026-09-08\|141.36\|-1.15\|141.05\|150.00\|138.50\|5789177;2026-09-09\|142.00\|0.45\|147.78\|148.00\|139.72\|4730732
122017	高端PCB需求爆发价格涨超300%，头部厂商订单排到2027年	覆铜板+AI算力+定增扩产行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月10日公告，公司拟向特定对象发行股票募集资金总额不超过12亿元，用于“年产1200万张高等级覆铜板项目”及补充流动资金，目前该事项正在积极推进中。 2、据2025年年报及2026年定增预案，公司主营覆铜板，明确将AI算力赛道纳入重点战略布局；高速覆铜板产品涵盖Very low-loss至Extreme low-loss等级，已在AI服务器主板、光模块等场景实现批量应用。 3、据2025年年报及2026年定增预案，公司是国内覆铜板行业前列厂商，全球市占率约2.9%，产品覆盖5G通信、AI服务器、汽车电子等领域。	公司已将AI算力赛道纳入五年战略重点，Extreme Low-loss等级覆铜板已批量供货AI服务器、交换机、数据中心等核心场景；上半年净利同比预增263.26%—380.44%，报告期内，覆铜板行业需求持续提升，公司积极开拓市场，适时产能扩张实现量价齐升；积极有效应对供应链供需持续偏紧的格局，并通过实现高速产品销售增长、持续改善产品结构等，提升产品毛利率，提高盈利水平	2026-04-30\|79.18\|-1.92\|80.20\|80.99\|77.01\|188367;2026-05-06\|81.83\|3.35\|81.00\|83.99\|81.00\|177580;2026-05-07\|86.70\|5.95\|81.30\|87.63\|80.10\|150204;2026-05-08\|86.11\|-0.68\|85.19\|87.99\|83.60\|116263;2026-05-11\|89.01\|3.37\|87.00\|91.11\|84.00\|166389;2026-05-12\|97.91\|10.00\|90.20\|97.91\|89.40\|214206;2026-05-13\|104.66\|6.89\|96.20\|105.49\|95.01\|190076;2026-05-14\|106.32\|1.59\|105.77\|110.98\|100.88\|179606;2026-05-15\|100.91\|-4.97\|106.00\|109.60\|98.96\|185758;2026-05-18\|100.27\|-0.63\|98.00\|104.33\|97.01\|148869;2026-05-19\|103.63\|3.35\|98.50\|104.80\|94.88\|158749;2026-05-20\|113.99\|10.00\|101.95\|113.99\|100.95\|161363;2026-05-21\|112.58\|-1.24\|120.02\|123.57\|111.11\|205106;2026-05-22\|123.84\|10.00\|115.29\|123.84\|115.29\|154231;2026-05-25\|131.25\|5.98\|124.00\|131.50\|118.01\|240951;2026-05-26\|132.60\|1.03\|125.99\|139.22\|121.20\|221273;2026-05-27\|128.55\|-3.05\|129.50\|138.99\|126.13\|165357;2026-05-28\|132.12\|2.78\|124.01\|133.66\|120.18\|159139;2026-05-29\|132.10\|-0.02\|131.40\|138.95\|129.18\|160603;2026-06-01\|120.32\|-8.92\|130.00\|130.76\|120.00\|169559;2026-06-02\|121.57\|1.04\|121.20\|123.20\|114.17\|151100;2026-06-03\|118.51\|-2.52\|120.09\|123.58\|116.00\|148995;2026-06-04\|123.57\|4.27\|118.51\|125.88\|115.97\|138263;2026-06-05\|123.66\|0.07\|120.60\|129.50\|118.12\|149494;2026-06-08\|136.03\|10.00\|115.24\|136.03\|114.50\|246802;2026-06-09\|149.63\|10.00\|143.00\|149.63\|137.80\|195621;2026-06-10\|163.32\|9.15\|152.50\|164.59\|152.50\|221520;2026-06-11\|170.38\|4.32\|166.01\|174.42\|159.01\|197396;2026-06-12\|170.30\|-0.05\|176.00\|187.42\|170.05\|212147;2026-06-15\|187.33\|10.00\|178.47\|187.33\|178.00\|61517;2026-06-16\|206.06\|10.00\|200.06\|206.06\|198.00\|57878;2026-06-17\|226.67\|10.00\|215.00\|226.67\|214.30\|160407;2026-06-18\|238.11\|5.05\|223.38\|239.99\|221.22\|176786;2026-06-22\|249.19\|4.65\|238.11\|258.00\|229.39\|195105;2026-06-23\|231.60\|-7.06\|248.94\|248.94\|229.50\|133201;2026-06-24\|250.44\|8.13\|236.00\|254.76\|234.03\|159877;2026-06-25\|262.80\|4.94\|250.50\|269.87\|241.92\|146795;2026-06-26\|247.25\|-5.92\|261.12\|267.59\|242.52\|115630;2026-06-29\|227.55\|-7.97\|246.96\|250.00\|222.53\|164495;2026-06-30\|225.30\|-0.99\|224.99\|228.56\|215.10\|163112;2026-07-01\|212.91\|-5.50\|222.00\|227.00\|210.58\|124266;2026-07-02\|196.00\|-7.94\|208.07\|211.00\|192.43\|128594;2026-07-03\|199.99\|2.04\|196.31\|209.71\|190.00\|137313;2026-07-06\|186.53\|-6.73\|203.00\|209.50\|179.99\|142683;2026-07-07\|185.06\|-0.79\|186.00\|193.90\|182.44\|100574;2026-07-08\|177.85\|-3.90\|189.00\|192.06\|176.17\|85015;2026-07-09\|188.66\|6.08\|181.41\|189.90\|177.00\|117667;2026-07-10\|178.80\|-5.23\|189.50\|193.58\|178.00\|122433;2026-07-13\|160.92\|-10.00\|172.00\|179.72\|160.92\|127702;2026-07-14\|177.01\|10.00\|161.72\|177.01\|161.70\|207615;2026-07-15\|173.03\|-2.25\|183.60\|186.50\|170.16\|195885;2026-07-16\|177.00\|2.29\|169.12\|190.33\|166.01\|211575;2026-07-17\|159.30\|-10.00\|178.00\|184.16\|159.30\|200014;2026-07-20\|143.37\|-10.00\|163.00\|163.55\|143.37\|137497;2026-07-21\|148.00\|3.23\|140.51\|149.49\|129.03\|263733;2026-07-22\|138.80\|-6.22\|142.99\|156.45\|136.50\|230843;2026-07-23\|133.55\|-3.78\|141.58\|149.16\|133.13\|160348;2026-07-24\|124.50\|-6.78\|129.78\|135.16\|124.18\|140189;2026-07-27\|135.20\|8.59\|126.24\|136.95\|120.61\|130950;2026-07-28\|121.68\|-10.00\|128.44\|131.66\|121.68\|93877;2026-07-29\|112.42\|-7.61\|118.02\|120.70\|109.51\|182222;2026-07-30\|101.81\|-9.44\|112.65\|113.81\|101.44\|143876;2026-07-31\|107.99\|6.07\|111.99\|111.99\|106.95\|170133;2026-08-03\|98.60\|-8.70\|106.00\|107.45\|97.80\|147901;2026-08-04\|108.46\|10.00\|100.57\|108.46\|98.01\|118418;2026-08-05\|119.31\|10.00\|109.44\|119.31\|107.44\|142831;2026-08-06\|130.00\|8.96\|122.00\|131.24\|122.00\|238822;2026-08-07\|143.00\|10.00\|132.30\|143.00\|132.30\|170183;2026-08-10\|152.00\|6.29\|150.00\|154.80\|141.08\|303429;2026-08-11\|148.00\|-2.63\|147.90\|153.00\|143.26\|206336;2026-08-12\|155.50\|5.07\|147.75\|156.82\|147.75\|188442;2026-08-13\|152.32\|-2.04\|161.99\|167.68\|151.40\|224196;2026-08-14\|167.55\|10.00\|155.10\|167.55\|155.10\|94410;2026-08-17\|184.31\|10.00\|184.31\|184.31\|180.00\|46855;2026-08-18\|184.20\|-0.06\|202.70\|202.70\|182.98\|308374;2026-08-19\|175.00\|-4.99\|174.99\|198.00\|165.78\|404532;2026-08-20\|164.00\|-6.29\|173.47\|173.47\|161.00\|262935;2026-08-21\|172.37\|5.10\|163.38\|180.40\|163.38\|268412;2026-08-24\|165.28\|-4.11\|172.90\|174.99\|160.67\|185460;2026-08-25\|174.65\|5.67\|164.00\|175.00\|163.26\|258071;2026-08-26\|175.35\|0.40\|177.21\|180.79\|165.88\|247398;2026-08-27\|183.39\|4.59\|179.81\|188.88\|172.67\|293636;2026-08-28\|183.60\|0.11\|183.94\|197.77\|182.98\|260782;2026-08-31\|182.50\|-0.60\|178.00\|188.47\|178.00\|230380;2026-09-01\|171.07\|-6.26\|180.91\|181.99\|167.59\|185537;2026-09-02\|181.31\|5.99\|169.46\|184.49\|169.46\|253183;2026-09-03\|180.36\|-0.52\|184.00\|184.98\|173.56\|158636;2026-09-04\|169.17\|-6.20\|183.62\|187.99\|167.50\|173207;2026-09-07\|186.09\|10.00\|174.20\|186.09\|172.64\|205064;2026-09-08\|192.78\|3.60\|191.00\|202.00\|191.00\|266258;2026-09-09\|212.06\|10.00\|196.64\|212.06\|193.50\|225537
122016	高端PCB需求爆发价格涨超300%，头部厂商订单排到2027年	电子布涨价+特种电子布+AI算力行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据证券时报2026年6月15日报道，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%，核心驱动力来自AI算力需求带来的结构性增长。 2、据2026年4月10日年报，AI算力硬件迭代催生PCB行业结构性增长，预计低介电、低热膨胀系数等高功能性特种电子布需求将大幅增长，公司2025年特种电子布收入1.78亿元，同比大增1327%。 3、据2026年6月13日公告，公司全资子公司黄石宏和投资约80亿元建设“高性能电子材料产业园项目”，近日已取得相关地块不动产权证，项目取得实质进展。	公司是全球高端电子级玻璃纤维布龙头，极薄布、低介电、低CTE特种电子布技术国际领先，为AI服务器PCB核心上游材料	2026-04-30\|119.10\|-1.26\|125.00\|125.50\|111.16\|375010;2026-05-06\|131.01\|10.00\|122.50\|131.01\|122.26\|131119;2026-05-07\|144.11\|10.00\|135.00\|144.11\|135.00\|221060;2026-05-08\|148.87\|3.30\|144.98\|151.08\|138.68\|237760;2026-05-11\|149.98\|0.75\|147.93\|153.20\|140.79\|281994;2026-05-12\|148.31\|-1.11\|147.00\|151.00\|143.55\|209959;2026-05-13\|146.22\|-1.41\|143.50\|147.64\|140.20\|208616;2026-05-14\|141.83\|-3.00\|146.00\|147.80\|140.12\|176225;2026-05-15\|134.10\|-5.45\|141.62\|142.60\|132.00\|221019;2026-05-18\|131.48\|-1.95\|134.10\|134.90\|130.00\|182559;2026-05-19\|137.21\|4.36\|131.48\|137.98\|127.89\|223859;2026-05-20\|145.00\|5.68\|135.84\|147.01\|134.00\|249481;2026-05-21\|144.88\|-0.08\|148.00\|155.99\|141.50\|287969;2026-05-22\|159.37\|10.00\|148.00\|159.37\|147.99\|194299;2026-05-25\|175.31\|10.00\|167.49\|175.31\|164.50\|204415;2026-05-26\|183.90\|4.90\|175.31\|190.87\|171.50\|237878;2026-05-27\|179.92\|-2.16\|183.50\|189.02\|178.60\|212829;2026-05-28\|197.91\|10.00\|181.00\|197.91\|181.00\|162620;2026-05-29\|202.15\|2.14\|208.00\|208.00\|194.92\|219822;2026-06-01\|181.94\|-10.00\|181.94\|191.10\|181.94\|60384;2026-06-02\|198.80\|9.27\|163.75\|200.13\|163.75\|292713;2026-06-03\|197.37\|-0.72\|195.00\|207.67\|190.05\|241477;2026-06-04\|195.01\|-1.20\|194.00\|198.61\|192.59\|144992;2026-06-05\|196.06\|0.54\|192.00\|210.49\|190.10\|173625;2026-06-08\|188.56\|-3.83\|186.60\|195.00\|182.30\|175007;2026-06-09\|207.34\|10.00\|197.02\|207.34\|192.00\|156555;2026-06-10\|197.85\|-4.58\|201.21\|203.33\|188.00\|217331;2026-06-11\|211.00\|6.65\|196.80\|215.00\|193.77\|192094;2026-06-12\|207.89\|-1.47\|216.00\|225.01\|207.89\|182911;2026-06-15\|228.68\|10.00\|212.05\|228.68\|203.55\|166999;2026-06-16\|251.55\|10.00\|237.02\|251.55\|234.66\|132057;2026-06-17\|258.90\|2.92\|256.00\|276.00\|253.00\|226130;2026-06-18\|257.80\|-0.42\|244.70\|264.30\|244.70\|187693;2026-06-22\|263.01\|2.02\|257.75\|274.07\|251.18\|179393;2026-06-23\|247.90\|-5.75\|260.36\|260.36\|242.42\|134577;2026-06-24\|267.98\|8.10\|243.01\|272.00\|243.01\|151449;2026-06-25\|276.76\|3.28\|267.99\|287.59\|262.00\|149074;2026-06-26\|297.00\|7.31\|275.39\|304.00\|275.39\|171651;2026-06-29\|267.30\|-10.00\|287.00\|287.00\|267.30\|141737;2026-06-30\|265.33\|-0.74\|256.02\|280.00\|256.02\|159550;2026-07-01\|255.97\|-3.53\|268.55\|269.90\|249.40\|139817;2026-07-02\|233.23\|-8.88\|244.90\|253.20\|233.00\|160706;2026-07-03\|238.00\|2.05\|233.24\|251.90\|228.70\|170933;2026-07-06\|219.33\|-7.84\|238.23\|241.74\|214.20\|185478;2026-07-07\|218.35\|-0.45\|219.34\|224.78\|213.01\|125276;2026-07-08\|205.00\|-6.11\|222.72\|223.99\|204.68\|148503;2026-07-09\|213.65\|4.22\|209.04\|215.00\|201.18\|154554;2026-07-10\|206.03\|-3.57\|215.00\|224.14\|206.00\|144108;2026-07-13\|189.00\|-8.27\|202.00\|206.29\|185.45\|156227;2026-07-14\|206.05\|9.02\|189.02\|207.90\|186.56\|163230;2026-07-15\|190.20\|-7.69\|206.00\|209.83\|190.02\|142118;2026-07-16\|177.00\|-6.94\|178.04\|187.88\|173.79\|154728;2026-07-17\|160.28\|-9.45\|176.80\|179.79\|159.30\|145944;2026-07-20\|144.25\|-10.00\|165.60\|167.48\|144.25\|154632;2026-07-21\|158.68\|10.00\|152.13\|158.68\|134.01\|144641;2026-07-22\|155.06\|-2.28\|159.12\|169.50\|154.00\|173917;2026-07-23\|153.83\|-0.79\|158.16\|167.90\|152.35\|142799;2026-07-24\|145.77\|-5.24\|150.81\|152.00\|144.21\|117743;2026-07-27\|160.35\|10.00\|147.67\|160.35\|144.39\|223604;2026-07-28\|148.64\|-7.30\|157.31\|164.60\|146.50\|204637;2026-07-29\|139.07\|-6.44\|148.63\|154.99\|133.97\|256380;2026-07-30\|125.16\|-10.00\|134.11\|138.99\|125.16\|223602;2026-07-31\|128.13\|2.37\|137.50\|137.68\|127.52\|254006;2026-08-03\|115.32\|-10.00\|124.84\|127.00\|115.32\|248186;2026-08-04\|125.55\|8.87\|118.00\|126.85\|112.60\|279474;2026-08-05\|138.11\|10.00\|123.18\|138.11\|122.36\|216274;2026-08-06\|148.74\|7.70\|138.00\|150.98\|137.02\|316551;2026-08-07\|158.80\|6.76\|149.36\|163.61\|146.20\|387872;2026-08-10\|157.54\|-0.79\|161.50\|165.58\|149.70\|323480;2026-08-11\|152.82\|-3.00\|151.01\|158.97\|149.03\|213864;2026-08-12\|154.49\|1.09\|152.79\|156.55\|149.79\|192038;2026-08-13\|151.68\|-1.82\|156.88\|160.90\|151.30\|217284;2026-08-14\|154.18\|1.65\|151.00\|156.50\|145.50\|233956;2026-08-17\|160.93\|4.38\|156.50\|162.23\|154.19\|232989;2026-08-18\|157.22\|-2.31\|162.50\|164.51\|153.77\|195901;2026-08-19\|141.50\|-10.00\|150.00\|152.50\|141.50\|184247;2026-08-20\|137.40\|-2.90\|141.50\|142.00\|135.01\|183895;2026-08-21\|140.41\|2.19\|137.42\|143.03\|134.31\|145910;2026-08-24\|133.90\|-4.64\|140.00\|140.15\|129.86\|129593;2026-08-25\|133.16\|-0.55\|130.53\|135.90\|127.46\|109448;2026-08-26\|133.92\|0.57\|134.23\|135.57\|129.97\|102669;2026-08-27\|140.76\|5.11\|135.89\|141.80\|133.70\|135429;2026-08-28\|139.17\|-1.13\|138.50\|144.18\|138.01\|138586;2026-08-31\|147.55\|6.02\|133.74\|149.74\|133.34\|192952;2026-09-01\|138.60\|-6.07\|150.21\|151.99\|134.87\|229139;2026-09-02\|136.30\|-1.66\|134.64\|141.32\|134.64\|134701;2026-09-03\|134.10\|-1.61\|137.12\|138.00\|132.34\|111188;2026-09-04\|120.69\|-10.00\|134.90\|135.50\|120.69\|266534;2026-09-07\|123.82\|2.59\|120.00\|126.65\|118.73\|256526;2026-09-08\|126.78\|2.39\|123.08\|132.87\|123.00\|200568;2026-09-09\|128.30\|1.20\|128.79\|131.54\|126.76\|135101
122015	高端PCB需求爆发价格涨超300%，头部厂商订单排到2027年	算力服务器PCB+业绩预增+产能扩张行业原因： 1、在英伟达GTC大会上，CEO黄仁勋宣布推出Nvidia Groq 3 LPU芯片，将其正式纳入Vera Rubin平台体系，作为下一代AI数据中心的核心推理加速组件。 2、天风国际分析师郭明錤报告指出，在英伟达入股Groq之后，LPU出货量预测已大幅上调，较历史年产量实现约10倍以上的数量级增长。LPU/LPX机架的规模化量产将对PCB供应链产生重大影响。公司原因： 1、据2026年1月16日公告，公司预计2025年净利润9.80-10.20亿元，同比增长44.95%-50.87%，主因算力基础设施需求旺盛。 2、据2025年12月23日机构调研，广州工厂技改、黄石工厂技改及泰国一期爬产预计2026年合计新增产能20亿元以上。 3、据2025年10月9日互动易，公司PCB产品已用于AI服务器、交换机、光模块等核心设备。	公司拥有CPU PCB产品，上半年度净利同比预增85.12%—95.29%，主要受益于算力硬件需求激增、产品结构优化及泰国广合一期产能利用率提升带动盈利能力增强	2026-04-30\|163.25\|-0.46\|165.02\|169.18\|161.60\|94561;2026-05-06\|179.58\|10.00\|169.51\|179.58\|169.51\|110066;2026-05-07\|180.32\|0.41\|183.17\|183.99\|175.20\|131937;2026-05-08\|173.00\|-4.06\|177.08\|178.87\|172.13\|82814;2026-05-11\|190.30\|10.00\|177.77\|190.30\|177.77\|135817;2026-05-12\|190.68\|0.20\|194.30\|194.95\|185.88\|92123;2026-05-13\|194.78\|2.15\|187.88\|197.32\|186.35\|94527;2026-05-14\|186.00\|-4.51\|196.58\|197.87\|185.82\|72021;2026-05-15\|180.68\|-2.86\|186.81\|188.80\|176.90\|74349;2026-05-18\|178.80\|-1.04\|178.51\|182.40\|175.68\|68469;2026-05-19\|176.32\|-1.39\|176.36\|177.90\|168.50\|72983;2026-05-20\|179.33\|1.71\|176.50\|181.00\|175.78\|72841;2026-05-21\|178.90\|-0.24\|183.60\|192.50\|176.88\|93356;2026-05-22\|195.01\|9.01\|181.20\|196.79\|180.20\|133358;2026-05-25\|191.00\|-2.06\|196.01\|197.50\|184.00\|115882;2026-05-26\|193.41\|1.26\|193.30\|199.00\|187.33\|103466;2026-05-27\|182.09\|-5.85\|191.95\|194.80\|179.50\|103409;2026-05-28\|185.30\|1.76\|181.05\|186.88\|176.88\|83300;2026-05-29\|196.48\|6.03\|197.00\|199.74\|189.77\|135225;2026-06-01\|182.30\|-7.22\|195.50\|196.68\|176.83\|168770;2026-06-02\|181.06\|-0.68\|182.09\|186.25\|173.00\|100550;2026-06-03\|177.55\|-1.94\|180.00\|189.20\|173.68\|117713;2026-06-04\|182.61\|2.85\|173.98\|183.83\|173.20\|98281;2026-06-05\|174.02\|-4.70\|179.06\|180.46\|172.55\|72563;2026-06-08\|175.60\|0.91\|167.12\|179.66\|164.00\|80112;2026-06-09\|189.25\|7.77\|179.98\|190.68\|177.91\|99426;2026-06-10\|181.40\|-4.15\|189.39\|189.39\|178.85\|80399;2026-06-11\|176.72\|-2.58\|181.44\|184.50\|174.00\|46213;2026-06-12\|178.40\|0.95\|182.00\|188.50\|177.67\|76991;2026-06-15\|192.46\|7.88\|182.02\|192.50\|179.54\|94608;2026-06-16\|194.95\|1.29\|193.02\|197.18\|187.92\|83111;2026-06-17\|205.80\|5.57\|190.60\|206.66\|190.60\|112220;2026-06-18\|201.46\|-2.11\|205.80\|206.00\|200.01\|90376;2026-06-22\|192.10\|-4.65\|205.00\|205.01\|188.36\|111000;2026-06-23\|182.90\|-4.79\|190.18\|190.58\|180.67\|84005;2026-06-24\|184.00\|0.60\|182.00\|185.30\|178.89\|81609;2026-06-25\|200.80\|9.13\|186.00\|201.65\|180.56\|132174;2026-06-26\|220.88\|10.00\|210.29\|220.88\|207.11\|195892;2026-06-29\|220.49\|-0.18\|225.00\|228.98\|214.00\|186014;2026-06-30\|237.25\|7.60\|222.40\|238.26\|214.08\|139939;2026-07-01\|216.50\|-8.75\|235.20\|236.59\|213.53\|164572;2026-07-02\|196.80\|-9.10\|211.05\|212.83\|194.89\|115331;2026-07-03\|203.00\|3.15\|193.29\|211.11\|193.04\|94886;2026-07-06\|191.74\|-5.55\|203.99\|207.00\|185.55\|87019;2026-07-07\|184.37\|-3.84\|191.00\|193.00\|178.57\|68185;2026-07-08\|181.50\|-1.56\|190.38\|199.89\|179.84\|146278;2026-07-09\|183.32\|1.00\|185.00\|186.00\|168.10\|161702;2026-07-10\|175.26\|-4.06\|183.88\|190.18\|174.38\|117883;2026-07-13\|169.10\|-3.51\|175.66\|179.90\|168.02\|77418;2026-07-14\|186.01\|10.00\|170.53\|186.01\|168.38\|136420;2026-07-15\|196.50\|5.64\|197.00\|204.61\|193.27\|193788;2026-07-16\|195.63\|-0.44\|192.57\|206.19\|186.78\|130326;2026-07-17\|176.07\|-10.00\|193.67\|196.60\|176.07\|117961;2026-07-20\|158.46\|-10.00\|170.07\|172.91\|158.46\|118197;2026-07-21\|174.31\|10.00\|159.00\|174.31\|148.00\|129820;2026-07-22\|166.80\|-4.31\|174.32\|178.88\|166.20\|99540;2026-07-23\|160.50\|-3.78\|169.00\|172.72\|158.81\|94653;2026-07-24\|160.50\|0.00\|158.00\|165.98\|155.10\|69740;2026-07-27\|167.51\|4.37\|160.25\|168.35\|158.21\|69291;2026-07-28\|150.76\|-10.00\|163.00\|165.67\|150.76\|75518;2026-07-29\|146.00\|-3.16\|146.01\|148.88\|138.00\|119517;2026-07-30\|131.40\|-10.00\|145.50\|147.56\|131.40\|88878;2026-07-31\|141.82\|7.93\|140.00\|144.54\|139.00\|132190;2026-08-03\|140.58\|-0.87\|139.27\|143.78\|136.01\|87957;2026-08-04\|152.68\|8.61\|143.00\|153.25\|141.32\|97024;2026-08-05\|160.32\|5.00\|149.75\|161.50\|147.79\|99639;2026-08-06\|160.77\|0.28\|156.35\|164.50\|154.20\|84828;2026-08-07\|169.80\|5.62\|162.30\|172.56\|161.00\|107580;2026-08-10\|168.24\|-0.92\|174.00\|174.98\|163.21\|89213;2026-08-11\|164.60\|-2.16\|167.80\|170.58\|161.71\|70491;2026-08-12\|166.70\|1.28\|166.19\|170.60\|164.84\|66124;2026-08-13\|164.73\|-1.18\|169.14\|174.62\|164.61\|71942;2026-08-14\|169.46\|2.87\|167.00\|170.20\|163.84\|53221;2026-08-17\|172.08\|1.55\|170.06\|172.48\|166.42\|78493;2026-08-18\|166.85\|-3.04\|172.20\|174.00\|165.01\|93516;2026-08-19\|152.02\|-8.89\|159.80\|164.65\|150.80\|92467;2026-08-20\|152.87\|0.56\|154.30\|157.33\|150.50\|59917;2026-08-21\|155.95\|2.01\|152.80\|157.34\|148.80\|56685;2026-08-24\|149.60\|-4.07\|155.92\|155.93\|145.05\|69919;2026-08-25\|151.08\|0.99\|149.29\|154.68\|145.31\|53443;2026-08-26\|151.71\|0.42\|151.21\|155.68\|148.28\|50634;2026-08-27\|157.95\|4.11\|154.00\|159.71\|151.60\|61877;2026-08-28\|155.90\|-1.30\|157.22\|163.49\|155.81\|51101;2026-08-31\|162.73\|4.38\|152.00\|162.84\|150.17\|59738;2026-09-01\|156.51\|-3.82\|162.69\|162.84\|155.20\|58706;2026-09-02\|155.32\|-0.76\|154.86\|156.66\|153.00\|36265;2026-09-03\|158.15\|1.82\|159.33\|159.86\|153.46\|47945;2026-09-04\|152.62\|-3.50\|160.15\|163.38\|151.38\|54834;2026-09-07\|167.88\|10.00\|155.67\|167.88\|154.32\|87167;2026-09-08\|169.19\|0.78\|168.00\|172.50\|166.62\|83586;2026-09-09\|174.08\|2.89\|172.10\|175.98\|170.03\|59393
122014	高端PCB需求爆发价格涨超300%，头部厂商订单排到2027年	800G光模块PCB+AMB陶瓷衬板+AI算力行业原因：国泰海通5月22日研报指出，谷歌、微软、Meta上调2026年资本开支，与此同时，NPO、轻相干等新型互联技术持续演进。在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年4月28日年报，公司400G、800G光模块PCB已实现批量供货头部厂商，并积极推动1.6T光模块PCB量产，受益于AI算力基础设施建设，光模块业务已成为公司核心增长点。 2、据2026年5月15日互动易，AMB陶瓷衬板已批量配套新能源汽车、激光雷达及MicroTEC头部厂商，形成高附加值第二赛道。 3、据2026年4月28日年报，公司是行业内少数同时掌握PCB全工艺和陶瓷衬板工艺的企业，形成了独特的“PCB+陶瓷衬板”一体化技术优势，主要业务覆盖AI服务器、光模块、汽车电子等高增长赛道。	公司为国内PCB细分HDI板龙头，现已为多家客户批量提供400G、800G光模块产品	2026-04-30\|15.50\|-1.90\|15.91\|15.97\|15.32\|328016;2026-05-06\|17.05\|10.00\|16.38\|17.05\|16.28\|121770;2026-05-07\|17.99\|5.51\|18.76\|18.76\|17.47\|1090850;2026-05-08\|18.38\|2.17\|17.96\|18.54\|17.30\|761956;2026-05-11\|20.22\|10.01\|19.00\|20.22\|18.49\|1171315;2026-05-12\|20.22\|0.00\|20.30\|20.96\|20.01\|959729;2026-05-13\|22.24\|9.99\|19.68\|22.24\|19.68\|747543;2026-05-14\|21.37\|-3.91\|22.51\|22.68\|21.33\|861848;2026-05-15\|21.11\|-1.22\|21.48\|22.12\|20.64\|679177;2026-05-18\|20.88\|-1.09\|21.11\|21.88\|20.66\|571575;2026-05-19\|20.68\|-0.96\|20.68\|20.85\|19.78\|523228;2026-05-20\|20.19\|-2.37\|20.58\|20.93\|20.00\|449403;2026-05-21\|20.54\|1.73\|20.56\|22.21\|20.43\|1020864;2026-05-22\|22.59\|9.98\|21.20\|22.59\|21.20\|1080174;2026-05-25\|24.85\|10.00\|23.50\|24.85\|23.07\|615239;2026-05-26\|26.24\|5.59\|25.21\|26.99\|24.96\|1134704;2026-05-27\|24.12\|-8.08\|25.92\|26.24\|23.91\|918512;2026-05-28\|25.42\|5.39\|24.05\|26.00\|23.11\|799799;2026-05-29\|23.98\|-5.66\|25.53\|25.94\|23.79\|634731;2026-06-01\|22.36\|-6.76\|23.40\|24.52\|22.00\|648181;2026-06-02\|22.13\|-1.03\|22.65\|22.78\|21.30\|531779;2026-06-03\|21.71\|-1.90\|22.32\|22.78\|21.30\|633848;2026-06-04\|21.67\|-0.18\|21.40\|22.00\|21.08\|463013;2026-06-05\|21.44\|-1.06\|21.30\|22.55\|20.62\|535418;2026-06-08\|20.60\|-3.92\|19.68\|21.37\|19.65\|442921;2026-06-09\|21.79\|5.78\|21.61\|21.94\|20.84\|427853;2026-06-10\|21.56\|-1.06\|21.38\|22.04\|20.94\|379878;2026-06-11\|23.72\|10.02\|21.35\|23.72\|21.11\|522857;2026-06-12\|23.41\|-1.31\|25.00\|25.73\|23.30\|859643;2026-06-15\|24.97\|6.71\|23.41\|25.15\|23.41\|516534;2026-06-16\|25.37\|1.60\|25.16\|25.65\|24.50\|547399;2026-06-17\|26.76\|5.48\|24.75\|27.49\|24.75\|665050;2026-06-18\|28.65\|7.06\|26.50\|29.44\|26.18\|766876;2026-06-22\|28.42\|-0.80\|28.73\|29.62\|27.42\|748397;2026-06-23\|28.01\|-1.44\|28.12\|28.46\|26.37\|551076;2026-06-24\|27.09\|-3.28\|29.00\|30.50\|26.00\|867018;2026-06-25\|26.42\|-2.47\|26.90\|28.70\|26.01\|942465;2026-06-26\|25.26\|-4.39\|26.41\|26.76\|24.95\|679665;2026-06-29\|26.65\|5.50\|25.28\|27.10\|24.02\|919632;2026-06-30\|26.71\|0.23\|26.44\|26.79\|25.21\|606632;2026-07-01\|25.58\|-4.23\|26.41\|26.84\|25.10\|545405;2026-07-02\|23.66\|-7.51\|24.50\|25.28\|23.32\|520691;2026-07-03\|22.78\|-3.72\|23.30\|24.10\|22.78\|380644;2026-07-06\|21.13\|-7.24\|23.11\|23.22\|21.00\|428465;2026-07-07\|20.13\|-4.73\|21.13\|21.62\|19.82\|348510;2026-07-08\|19.13\|-4.97\|20.26\|20.33\|18.88\|322330;2026-07-09\|19.83\|3.66\|19.47\|20.59\|18.60\|456437;2026-07-10\|19.38\|-2.27\|20.00\|21.28\|19.35\|489153;2026-07-13\|17.44\|-10.01\|18.23\|19.30\|17.44\|405117;2026-07-14\|17.72\|1.61\|16.76\|17.78\|16.38\|488731;2026-07-15\|16.62\|-6.21\|18.07\|18.38\|16.58\|331640;2026-07-16\|15.76\|-5.17\|16.76\|16.76\|15.66\|317917;2026-07-17\|14.18\|-10.03\|15.77\|15.81\|14.18\|348958;2026-07-20\|12.76\|-10.01\|14.75\|14.77\|12.76\|404506;2026-07-21\|14.04\|10.03\|12.83\|14.04\|11.48\|741332;2026-07-22\|13.71\|-2.35\|14.00\|14.49\|13.53\|548687;2026-07-23\|13.81\|0.73\|13.93\|14.46\|13.60\|363436;2026-07-24\|13.74\|-0.51\|13.81\|14.33\|13.53\|367817;2026-07-27\|14.25\|3.71\|13.74\|14.26\|13.21\|332828;2026-07-28\|13.17\|-7.58\|13.77\|14.22\|13.05\|317218;2026-07-29\|12.90\|-2.05\|13.12\|13.26\|12.27\|370247;2026-07-30\|11.94\|-7.44\|12.95\|12.95\|11.74\|472786;2026-07-31\|12.35\|3.43\|12.65\|13.13\|12.35\|463802;2026-08-03\|12.22\|-1.05\|12.33\|12.58\|12.14\|318555;2026-08-04\|13.44\|9.98\|12.36\|13.44\|12.31\|443756;2026-08-05\|13.90\|3.42\|13.39\|14.25\|13.22\|550426;2026-08-06\|14.48\|4.17\|13.70\|14.75\|13.65\|514850;2026-08-07\|15.93\|10.01\|14.49\|15.93\|14.49\|434370;2026-08-10\|15.36\|-3.58\|16.48\|16.57\|15.01\|804845;2026-08-11\|15.20\|-1.04\|15.29\|15.58\|14.93\|471709;2026-08-12\|15.62\|2.76\|15.26\|15.72\|15.14\|407368;2026-08-13\|15.31\|-1.98\|15.87\|16.11\|15.31\|420676;2026-08-14\|15.80\|3.20\|15.53\|15.82\|15.35\|339895;2026-08-17\|17.38\|10.00\|16.29\|17.38\|16.01\|595776;2026-08-18\|19.12\|10.01\|18.59\|19.12\|18.14\|982897;2026-08-19\|17.91\|-6.33\|18.57\|19.50\|17.25\|1455073;2026-08-20\|17.54\|-2.07\|17.91\|18.30\|17.21\|810387;2026-08-21\|17.60\|0.34\|17.50\|17.99\|16.80\|592056;2026-08-24\|17.21\|-2.22\|17.20\|17.50\|16.56\|539026;2026-08-25\|17.21\|0.00\|16.57\|17.44\|16.56\|438317;2026-08-26\|16.95\|-1.51\|17.35\|17.35\|16.15\|452692;2026-08-27\|18.42\|8.67\|17.12\|18.49\|16.87\|615160;2026-08-28\|18.13\|-1.57\|18.42\|19.26\|18.05\|575695;2026-08-31\|18.34\|1.16\|17.57\|18.55\|17.50\|398250;2026-09-01\|17.57\|-4.20\|18.26\|18.28\|17.30\|330742;2026-09-02\|16.97\|-3.41\|17.27\|17.47\|16.95\|301717;2026-09-03\|16.84\|-0.77\|17.13\|17.23\|16.45\|311264;2026-09-04\|15.98\|-5.11\|16.84\|17.45\|15.83\|398159;2026-09-07\|17.58\|10.01\|16.20\|17.58\|16.14\|511461;2026-09-08\|17.55\|-0.17\|18.00\|18.13\|17.42\|545455;2026-09-09\|18.14\|3.36\|17.59\|18.52\|17.55\|592146
122013	高端PCB需求爆发价格涨超300%，头部厂商订单排到2027年	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商；预计上半年净利润同比增长117%-131%，在报告期内，覆铜板板块，面对原材料价格上涨、高端产品市场需求持续高速增长等影响，公司积极调整优化产品销售结构，并推动扩产产能及时释放，从而带动覆铜板销量上升，覆铜板产品营业收入及毛利增加，推动盈利水平提升； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-04-30\|76.51\|-1.91\|79.00\|80.45\|76.32\|468913;2026-05-06\|80.81\|5.62\|78.80\|82.77\|78.80\|603167;2026-05-07\|82.00\|1.47\|82.42\|83.00\|80.00\|451021;2026-05-08\|82.00\|0.00\|80.53\|84.15\|80.10\|380322;2026-05-11\|83.66\|2.02\|82.62\|84.28\|81.00\|480487;2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218;2026-07-22\|126.00\|-7.13\|135.67\|140.19\|124.06\|823857;2026-07-23\|125.10\|-0.71\|129.00\|134.21\|123.80\|609987;2026-07-24\|118.71\|-5.11\|123.81\|123.99\|117.99\|604586;2026-07-27\|125.99\|6.13\|120.00\|125.99\|114.66\|575210;2026-07-28\|113.39\|-10.00\|119.42\|121.00\|113.39\|480574;2026-07-29\|108.18\|-4.59\|111.88\|112.70\|102.60\|887963;2026-07-30\|100.08\|-7.49\|105.00\|108.83\|97.51\|810983;2026-07-31\|105.64\|5.56\|110.09\|110.09\|105.44\|808423;2026-08-03\|102.03\|-3.42\|102.01\|105.88\|99.88\|532053;2026-08-04\|112.23\|10.00\|105.00\|112.23\|103.50\|609875;2026-08-05\|122.79\|9.41\|110.00\|123.45\|110.00\|893471;2026-08-06\|127.25\|3.63\|120.00\|130.99\|119.50\|760588;2026-08-07\|139.98\|10.00\|131.00\|139.98\|130.98\|783085;2026-08-10\|138.57\|-1.01\|141.98\|143.48\|134.39\|942162;2026-08-11\|135.30\|-2.36\|135.80\|140.58\|133.66\|587915;2026-08-12\|143.23\|5.86\|136.95\|145.55\|135.64\|764841;2026-08-13\|141.74\|-1.04\|146.08\|151.90\|141.63\|824227;2026-08-14\|143.21\|1.04\|144.00\|146.30\|139.70\|673037;2026-08-17\|144.49\|0.89\|145.90\|147.47\|140.51\|762217;2026-08-18\|139.41\|-3.52\|144.00\|145.47\|137.45\|736201;2026-08-19\|125.47\|-10.00\|132.00\|134.44\|125.47\|782925;2026-08-20\|126.28\|0.65\|128.19\|131.19\|124.16\|596152;2026-08-21\|132.80\|5.16\|126.03\|134.86\|124.88\|664758;2026-08-24\|126.30\|-4.89\|132.83\|134.00\|122.30\|637658;2026-08-25\|129.00\|2.14\|124.00\|132.00\|122.05\|635340;2026-08-26\|130.01\|0.78\|130.70\|131.99\|124.00\|586918;2026-08-27\|140.97\|8.43\|133.98\|143.01\|133.07\|1031748;2026-08-28\|145.65\|3.32\|140.01\|151.79\|138.41\|987078;2026-08-31\|153.40\|5.32\|141.00\|157.28\|141.00\|1038874;2026-09-01\|144.42\|-5.85\|152.00\|152.41\|143.70\|789206;2026-09-02\|144.98\|0.39\|139.00\|149.23\|138.99\|655882;2026-09-03\|143.19\|-1.23\|148.88\|149.38\|139.01\|635897;2026-09-04\|137.50\|-3.97\|145.20\|147.80\|135.47\|670208;2026-09-07\|148.15\|7.75\|140.25\|149.25\|139.80\|839356;2026-09-08\|146.28\|-1.26\|149.00\|151.25\|145.50\|690344;2026-09-09\|148.15\|1.28\|147.90\|151.88\|146.51\|576783
122012	高端PCB需求爆发价格涨超300%，头部厂商订单排到2027年	高速电子树脂+AI算力+超跌反弹行业原因：隔夜美股存储芯片板块大幅反弹，市场对AI与科技股的去杠杆担忧缓解，韩股SK海力士早盘大涨近30%。公司原因： 1、据2026年7月16日互动易，公司子公司眉山东材“年产20000吨高速通信基板用电子材料项目”已处于试车阶段，预计于8月上旬完成所有产品的试生产，产品主要应用于AI服务器、高端算力等领域。 2、据2026年7月9日公告，公司预计2026年半年度实现归母净利润3.12亿元左右，同比增长约63.93%，主因是聚焦高速电子树脂核心主业，在增量高端市场实现突破性拓展。 3、据2026年7月24日互动易，公司M10级碳氢树脂目前正有序推进下游客户送样、验证工作；据2026年7月24日互动易，当前公司碳氢树脂订单需求旺盛，产能供给较为紧缺。	1、公司业务聚焦于电子级树脂材料，如双马树脂、活性酯等，是制造高频高速PCB的核心原材料；2025年净利同比预增65.73%； 2、电子级树脂材料专家；公司与Chemax、种亿化学成立成都东凯芯半导体材料公司，重点开展高端光刻胶项目	2026-04-30\|39.14\|1.24\|39.00\|39.99\|37.72\|992017;2026-05-06\|41.05\|4.88\|40.00\|41.97\|39.15\|872304;2026-05-07\|45.16\|10.01\|41.46\|45.16\|41.46\|879132;2026-05-08\|46.10\|2.08\|46.25\|47.73\|45.01\|1166896;2026-05-11\|45.80\|-0.65\|45.90\|46.90\|44.63\|923605;2026-05-12\|47.25\|3.17\|46.50\|47.80\|44.29\|980235;2026-05-13\|49.60\|4.97\|46.64\|49.99\|46.14\|1036949;2026-05-14\|46.27\|-6.71\|49.11\|49.11\|46.00\|909811;2026-05-15\|45.58\|-1.49\|47.00\|47.26\|43.80\|703102;2026-05-18\|45.50\|-0.18\|45.40\|46.40\|44.80\|524255;2026-05-19\|47.82\|5.10\|45.62\|48.10\|44.65\|758707;2026-05-20\|51.49\|7.67\|47.60\|51.74\|47.25\|903225;2026-05-21\|47.68\|-7.40\|51.60\|52.67\|47.00\|837584;2026-05-22\|52.45\|10.00\|48.58\|52.45\|48.45\|842267;2026-05-25\|53.74\|2.46\|54.00\|55.25\|52.80\|859852;2026-05-26\|53.30\|-0.82\|52.25\|54.98\|52.01\|717181;2026-05-27\|52.25\|-1.97\|53.50\|55.75\|51.76\|809207;2026-05-28\|54.43\|4.17\|51.83\|55.00\|50.52\|814796;2026-05-29\|50.00\|-8.14\|55.50\|55.68\|48.99\|1028040;2026-06-01\|47.79\|-4.42\|49.80\|50.95\|47.18\|830464;2026-06-02\|51.35\|7.45\|48.23\|52.40\|45.99\|863894;2026-06-03\|56.49\|10.01\|52.00\|56.49\|52.00\|1419459;2026-06-04\|59.60\|5.51\|55.45\|60.50\|54.72\|1106340;2026-06-05\|56.76\|-4.77\|59.16\|60.00\|56.07\|813662;2026-06-08\|54.20\|-4.51\|52.32\|56.47\|52.32\|770513;2026-06-09\|59.62\|10.00\|58.71\|59.62\|57.76\|946282;2026-06-10\|62.35\|4.58\|62.57\|64.34\|61.10\|1483503;2026-06-11\|61.72\|-1.01\|61.55\|63.50\|58.75\|1114909;2026-06-12\|61.06\|-1.07\|62.23\|65.33\|61.00\|1228030;2026-06-15\|65.22\|6.81\|61.00\|66.44\|61.00\|955605;2026-06-16\|71.74\|10.00\|65.50\|71.74\|65.50\|654593;2026-06-17\|73.20\|2.04\|72.50\|76.68\|72.01\|1105571;2026-06-18\|74.83\|2.23\|71.00\|77.77\|71.00\|864885;2026-06-22\|79.83\|6.68\|77.00\|80.46\|75.61\|857648;2026-06-23\|71.85\|-10.00\|78.00\|78.30\|71.85\|897303;2026-06-24\|74.55\|3.76\|71.74\|74.55\|68.96\|836476;2026-06-25\|77.58\|4.06\|75.00\|80.00\|72.25\|898905;2026-06-26\|73.65\|-5.07\|75.30\|76.00\|70.40\|772684;2026-06-29\|67.33\|-8.58\|72.00\|73.15\|66.29\|909612;2026-06-30\|70.79\|5.14\|68.00\|71.83\|67.53\|631929;2026-07-01\|67.28\|-4.96\|70.79\|70.79\|66.45\|634963;2026-07-02\|63.70\|-5.32\|64.00\|67.60\|62.70\|611761;2026-07-03\|63.70\|0.00\|63.00\|66.85\|61.49\|547307;2026-07-06\|62.57\|-1.77\|65.00\|66.66\|59.97\|559671;2026-07-07\|60.16\|-3.85\|62.53\|63.79\|59.50\|441077;2026-07-08\|56.87\|-5.47\|60.16\|61.50\|56.80\|490998;2026-07-09\|58.38\|2.66\|56.74\|58.76\|53.25\|911797;2026-07-10\|54.61\|-6.46\|58.90\|60.66\|54.61\|666158;2026-07-13\|49.49\|-9.38\|54.99\|55.43\|49.19\|650896;2026-07-14\|53.95\|9.01\|49.48\|54.44\|49.04\|805372;2026-07-15\|51.49\|-4.56\|56.00\|56.77\|51.34\|597720;2026-07-16\|48.78\|-5.26\|49.88\|52.24\|48.19\|536197;2026-07-17\|43.90\|-10.00\|48.81\|49.05\|43.90\|638563;2026-07-20\|39.51\|-10.00\|45.10\|45.45\|39.51\|719296;2026-07-21\|43.00\|8.83\|38.75\|43.07\|35.56\|1015723;2026-07-22\|41.39\|-3.74\|42.99\|43.90\|40.85\|629377;2026-07-23\|41.48\|0.22\|41.93\|43.96\|41.03\|564110;2026-07-24\|41.72\|0.58\|41.48\|43.17\|40.30\|546870;2026-07-27\|43.32\|3.84\|41.39\|43.61\|40.64\|600724;2026-07-28\|38.94\|-10.01\|42.00\|42.56\|38.94\|532887;2026-07-29\|36.60\|-6.01\|38.53\|39.04\|35.58\|830926;2026-07-30\|33.26\|-9.13\|36.50\|36.83\|32.94\|772258;2026-07-31\|34.33\|3.22\|35.90\|36.59\|34.20\|742829;2026-08-03\|32.50\|-5.33\|34.33\|34.41\|32.25\|538703;2026-08-04\|35.75\|10.00\|33.00\|35.75\|32.28\|569776;2026-08-05\|39.33\|10.01\|35.70\|39.33\|35.70\|613958;2026-08-06\|41.76\|6.18\|39.33\|43.10\|39.33\|965356;2026-08-07\|45.94\|10.01\|42.39\|45.94\|41.50\|1121555;2026-08-10\|45.38\|-1.22\|47.21\|47.48\|43.60\|1182206;2026-08-11\|47.67\|5.05\|45.16\|49.25\|44.31\|1074819;2026-08-12\|48.40\|1.53\|47.11\|49.10\|47.11\|755088;2026-08-13\|46.92\|-3.06\|49.05\|50.00\|46.66\|764662;2026-08-14\|47.71\|1.68\|46.91\|48.65\|46.69\|622877;2026-08-17\|49.60\|3.96\|48.25\|50.50\|47.80\|812293;2026-08-18\|49.48\|-0.24\|49.58\|50.76\|48.52\|651050;2026-08-19\|45.06\|-8.93\|47.50\|49.38\|44.63\|889791;2026-08-20\|45.72\|1.46\|46.00\|46.88\|45.04\|577478;2026-08-21\|45.73\|0.02\|45.40\|47.17\|45.23\|465655;2026-08-24\|43.72\|-4.40\|45.73\|46.53\|42.26\|531576;2026-08-25\|44.30\|1.33\|42.60\|45.00\|41.30\|488695;2026-08-26\|44.64\|0.77\|44.76\|45.40\|42.98\|435944;2026-08-27\|49.10\|9.99\|45.88\|49.10\|45.15\|791544;2026-08-28\|51.28\|4.44\|50.00\|52.36\|49.73\|927746;2026-08-31\|52.19\|1.77\|50.10\|52.89\|50.09\|779508;2026-09-01\|48.28\|-7.49\|52.20\|52.21\|48.14\|694946;2026-09-02\|47.74\|-1.12\|47.10\|49.16\|47.00\|532114;2026-09-03\|46.36\|-2.89\|48.20\|48.30\|45.77\|482936;2026-09-04\|46.13\|-0.50\|46.82\|49.14\|45.76\|548883;2026-09-07\|49.18\|6.61\|47.26\|49.74\|46.80\|650277;2026-09-08\|47.41\|-3.60\|50.00\|50.00\|47.26\|521583;2026-09-09\|47.17\|-0.51\|47.90\|48.31\|46.71\|338353
122011	高端PCB需求爆发价格涨超300%，头部厂商订单排到2027年	覆铜板+定增扩产+全产业链行业原因： 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13日投资者关系活动记录表，公司目前覆铜板和电子玻纤布均处于满产满销状态，订单情况良好，行业整体趋势向好；据2026年6月11日公告，公司澄清未与英伟达、华为有过接触，未发现在AI服务器及算力领域的应用，高频高速覆铜板尚在研发及客户送样阶段，尚未形成收入。 2、据2026年4月1日募集说明书及2026年5月13日调研记录，公司拟向特定对象发行股票，用于年产4000万平方米高等级覆铜板项目，重点布局高频高速等高等级覆铜板产品；宁国新增1600万张产能预计2026年下半年投产。 3、据2025年年度报告，公司深耕覆铜板行业，行业排名稳居国内主流阵营，具有产业链优势，业务覆盖电子级玻纤布生产及覆铜板销售，已实现“玻纤布-覆铜板”产业链覆盖。	国内覆铜板龙头，同时生产电子级玻纤布；公司上半年业绩预增超9倍，主要因“2026年上半年覆铜板市场整体景气度向好，公司核心产品覆铜板及半固化片处于供不应求状态，销量同比增长叠加售价持续上行，推动公司毛利率提升，进而带动利润实现大幅增长”	2026-04-30\|44.90\|-0.97\|45.82\|47.40\|44.01\|462613;2026-05-06\|46.56\|3.70\|45.58\|47.75\|43.50\|628663;2026-05-07\|49.51\|6.34\|46.99\|50.22\|45.82\|521546;2026-05-08\|47.93\|-3.19\|49.02\|49.82\|47.28\|458775;2026-05-11\|48.50\|1.19\|47.99\|49.35\|46.67\|418904;2026-05-12\|46.53\|-4.06\|47.50\|48.00\|45.29\|377127;2026-05-13\|46.61\|0.17\|45.01\|48.00\|44.79\|364608;2026-05-14\|45.29\|-2.83\|46.70\|47.59\|45.00\|320591;2026-05-15\|42.90\|-5.28\|45.00\|45.68\|42.01\|341615;2026-05-18\|43.77\|2.03\|42.69\|43.91\|42.08\|249734;2026-05-19\|44.08\|0.71\|43.02\|44.50\|41.80\|276265;2026-05-20\|44.75\|1.52\|43.87\|44.80\|42.81\|289499;2026-05-21\|42.68\|-4.63\|45.31\|46.45\|42.59\|399095;2026-05-22\|46.27\|8.41\|43.00\|46.90\|43.00\|492933;2026-05-25\|45.61\|-1.43\|45.90\|47.57\|45.38\|433128;2026-05-26\|47.55\|4.25\|44.69\|47.55\|42.89\|540448;2026-05-27\|48.76\|2.54\|47.08\|50.68\|46.08\|574761;2026-05-28\|53.50\|9.99\|47.40\|53.50\|47.34\|673366;2026-05-29\|53.51\|0.02\|55.00\|56.80\|53.02\|706168;2026-06-01\|49.87\|-6.80\|53.00\|53.51\|48.17\|573757;2026-06-02\|50.63\|1.52\|49.59\|51.31\|46.80\|512995;2026-06-03\|51.73\|2.17\|50.48\|53.28\|50.00\|560085;2026-06-04\|54.00\|4.39\|50.00\|54.37\|49.38\|546875;2026-06-05\|58.16\|7.70\|53.99\|59.40\|52.80\|887279;2026-06-08\|63.98\|10.01\|58.07\|63.98\|57.09\|401265;2026-06-09\|70.38\|10.00\|70.38\|70.38\|68.40\|143509;2026-06-10\|77.42\|10.00\|76.00\|77.42\|74.46\|384210;2026-06-11\|84.80\|9.53\|77.44\|85.16\|77.44\|917360;2026-06-12\|89.88\|5.99\|89.99\|93.28\|86.92\|843772;2026-06-15\|97.34\|8.30\|90.92\|98.00\|90.16\|618705;2026-06-16\|101.49\|4.26\|94.91\|102.90\|94.50\|601335;2026-06-17\|95.71\|-5.70\|100.00\|102.78\|92.05\|515914;2026-06-18\|104.41\|9.09\|94.54\|105.28\|93.31\|406998;2026-06-22\|114.22\|9.40\|108.73\|114.85\|105.00\|295433;2026-06-23\|108.64\|-4.89\|111.21\|111.83\|102.80\|314399;2026-06-24\|115.81\|6.60\|108.65\|118.31\|106.95\|261197;2026-06-25\|112.99\|-2.44\|116.00\|120.00\|112.00\|333482;2026-06-26\|112.13\|-0.76\|111.20\|116.00\|106.00\|272793;2026-06-29\|114.95\|2.51\|113.93\|117.55\|101.03\|333941;2026-06-30\|119.97\|4.37\|113.71\|121.83\|110.10\|288389;2026-07-01\|111.36\|-7.18\|121.90\|124.38\|108.50\|383105;2026-07-02\|111.58\|0.20\|107.10\|117.18\|105.09\|467886;2026-07-03\|106.95\|-4.15\|109.60\|118.60\|106.95\|555295;2026-07-06\|96.79\|-9.50\|110.00\|116.16\|96.26\|667640;2026-07-07\|100.03\|3.35\|97.50\|104.00\|95.13\|523001;2026-07-08\|93.71\|-6.32\|100.07\|101.80\|92.41\|404759;2026-07-09\|99.56\|6.24\|97.92\|101.00\|93.83\|374156;2026-07-10\|96.64\|-2.93\|100.57\|109.51\|96.20\|427562;2026-07-13\|86.98\|-10.00\|95.67\|97.53\|86.98\|282808;2026-07-14\|95.68\|10.00\|85.43\|95.68\|82.60\|527136;2026-07-15\|94.79\|-0.93\|102.20\|104.98\|94.42\|662857;2026-07-16\|89.55\|-5.53\|92.02\|99.00\|86.43\|576488;2026-07-17\|80.60\|-9.99\|87.37\|87.50\|80.60\|285787;2026-07-20\|72.54\|-10.00\|77.82\|78.99\|72.54\|297877;2026-07-21\|72.39\|-0.21\|68.80\|73.88\|65.29\|847681;2026-07-22\|66.45\|-8.21\|70.77\|74.84\|65.64\|718997;2026-07-23\|63.10\|-5.04\|67.78\|70.15\|62.48\|618594;2026-07-24\|57.90\|-8.24\|61.89\|62.61\|57.00\|450068;2026-07-27\|63.69\|10.00\|57.70\|63.69\|56.51\|400187;2026-07-28\|57.32\|-10.00\|61.77\|62.86\|57.32\|310235;2026-07-29\|54.56\|-4.82\|57.00\|58.15\|52.00\|421585;2026-07-30\|49.10\|-10.01\|54.01\|56.30\|49.10\|558116;2026-07-31\|50.83\|3.52\|54.01\|54.01\|50.70\|491274;2026-08-03\|47.32\|-6.91\|50.82\|50.82\|46.90\|402415;2026-08-04\|51.07\|7.92\|48.01\|51.48\|47.00\|479314;2026-08-05\|56.18\|10.01\|50.52\|56.18\|49.60\|530417;2026-08-06\|59.99\|6.78\|55.61\|61.62\|55.61\|819326;2026-08-07\|65.40\|9.02\|60.50\|65.99\|60.50\|866559;2026-08-10\|66.78\|2.11\|65.44\|67.30\|62.44\|844181;2026-08-11\|68.00\|1.83\|64.80\|69.83\|62.92\|785045;2026-08-12\|68.47\|0.69\|68.88\|69.40\|65.80\|636780;2026-08-13\|65.58\|-4.22\|70.00\|70.75\|65.47\|684192;2026-08-14\|67.79\|3.37\|66.02\|68.72\|65.11\|531067;2026-08-17\|71.39\|5.31\|68.21\|71.90\|68.20\|557903;2026-08-18\|68.71\|-3.75\|71.52\|72.39\|67.96\|496099;2026-08-19\|61.84\|-10.00\|65.51\|66.68\|61.84\|400965;2026-08-20\|61.71\|-0.21\|61.05\|63.10\|59.50\|409092;2026-08-21\|63.74\|3.29\|61.50\|64.68\|60.26\|366122;2026-08-24\|60.47\|-5.13\|63.73\|64.00\|58.00\|368146;2026-08-25\|64.06\|5.94\|58.83\|66.52\|57.80\|547738;2026-08-26\|63.10\|-1.50\|64.08\|64.49\|61.05\|442952;2026-08-27\|69.41\|10.00\|64.54\|69.41\|64.02\|518534;2026-08-28\|73.18\|5.43\|72.07\|76.35\|72.00\|952122;2026-08-31\|75.75\|3.51\|72.82\|76.00\|71.72\|882269;2026-09-01\|72.91\|-3.75\|75.01\|75.98\|71.33\|597211;2026-09-02\|70.40\|-3.44\|71.97\|73.26\|70.10\|470709;2026-09-03\|68.57\|-2.60\|71.50\|71.98\|67.67\|429659;2026-09-04\|64.61\|-5.78\|70.50\|71.69\|63.80\|515268;2026-09-07\|68.05\|5.32\|66.00\|68.84\|64.71\|504541;2026-09-08\|68.64\|0.87\|68.27\|71.50\|67.23\|593774;2026-09-09\|69.52\|1.28\|69.93\|71.50\|68.50\|486792
122010	高端PCB需求爆发价格涨超300%，头部厂商订单排到2027年	光模块+AI PCB+业绩高增行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月12日互动易，公司具备硅光CW激光芯片研发能力，已与外部硅光企业开展合作并布局自研硅光模块产品，并依托“光芯片+光模块”IDM垂直整合模式，有效优化成本结构、提升盈利空间。 2、据2025年年度报告，公司是全球唯一具备PCB、光芯片及光模块从研发、设计到量产全流程能力的企业，同时也是全球前三大PCB供应商及全球第一大边缘AI设备PCB供应商，产品覆盖10G至1.6T全速率光模块，并推进6.4T及下一代CPO/NPO方案研发。 3、据2026年一季报，公司一季度实现营业收入131.38亿元，同比增长52.72%；归母净利润11.10亿元，同比增长143.47%，光模块业务抓住行业爆发机会，收入实现翻倍。	全球第三的印刷电路板企业、全球第二的柔性线路板企业；预计上半年净利润同比增长283%-296%，主要因“消费电子、汽车零部件等传统核心业务经营根基稳固，业绩稳步提升，为公司筑牢稳定盈利基本盘；光模块业务整合效应初步显现，新增产能的爬坡及新客户的导入符合预期，收入与盈利实现较大增长；公司前期布局的数据中心相关产业投资逐步形成收益，有效增厚当期整体利润”	2026-04-30\|186.73\|1.35\|189.78\|191.95\|181.83\|820417;2026-05-06\|191.88\|2.76\|191.80\|199.07\|187.00\|1019926;2026-05-07\|211.07\|10.00\|188.43\|211.07\|185.80\|866708;2026-05-08\|211.39\|0.15\|210.00\|213.58\|206.01\|895393;2026-05-11\|218.30\|3.27\|212.00\|222.60\|208.47\|894415;2026-05-12\|219.46\|0.53\|223.57\|230.00\|213.51\|914307;2026-05-13\|220.75\|0.59\|213.00\|225.66\|212.90\|787040;2026-05-14\|214.89\|-2.65\|220.74\|226.00\|213.35\|762371;2026-05-15\|203.35\|-5.37\|212.86\|215.63\|196.12\|1019791;2026-05-18\|211.25\|3.88\|203.35\|215.60\|199.94\|783883;2026-05-19\|222.08\|5.13\|206.00\|224.50\|198.00\|1100759;2026-05-20\|223.00\|0.41\|220.10\|225.57\|216.05\|782079;2026-05-21\|206.97\|-7.19\|223.23\|225.00\|204.16\|899478;2026-05-22\|220.55\|6.56\|210.92\|221.73\|210.92\|843617;2026-05-25\|226.24\|2.58\|222.91\|228.28\|218.30\|831651;2026-05-26\|221.20\|-2.23\|221.00\|225.11\|216.36\|677237;2026-05-27\|223.37\|0.98\|216.78\|234.00\|212.60\|869030;2026-05-28\|219.00\|-1.96\|222.00\|223.00\|212.40\|776935;2026-05-29\|213.05\|-2.72\|222.93\|229.95\|210.70\|756485;2026-06-01\|191.75\|-10.00\|209.22\|212.00\|191.75\|1359590;2026-06-02\|210.93\|10.00\|200.00\|210.93\|196.90\|1081481;2026-06-03\|223.99\|6.19\|219.60\|232.02\|219.00\|1175069;2026-06-04\|237.80\|6.17\|222.11\|244.70\|222.11\|835019;2026-06-05\|221.41\|-6.89\|232.08\|241.80\|219.05\|844741;2026-06-08\|213.00\|-3.80\|210.00\|220.50\|209.00\|705983;2026-06-09\|224.40\|5.35\|216.82\|225.60\|213.36\|717055;2026-06-10\|212.27\|-5.41\|216.59\|227.98\|210.83\|685924;2026-06-11\|210.99\|-0.60\|215.00\|221.68\|205.01\|654865;2026-06-12\|217.55\|3.11\|220.50\|226.80\|214.00\|795949;2026-06-15\|239.31\|10.00\|222.47\|239.31\|215.39\|853771;2026-06-16\|249.06\|4.07\|244.00\|253.10\|235.88\|1025167;2026-06-17\|256.92\|3.16\|255.12\|266.03\|251.00\|976383;2026-06-18\|273.00\|6.26\|256.92\|277.60\|255.15\|795976;2026-06-22\|270.55\|-0.90\|273.05\|275.42\|260.00\|904511;2026-06-23\|255.02\|-5.74\|265.01\|266.99\|253.00\|721028;2026-06-24\|257.13\|0.83\|252.14\|260.97\|252.00\|579845;2026-06-25\|275.80\|7.26\|263.00\|275.99\|258.25\|791788;2026-06-26\|260.32\|-5.61\|268.00\|271.88\|256.00\|690775;2026-06-29\|249.59\|-4.12\|255.00\|259.62\|235.11\|756161;2026-06-30\|262.35\|5.11\|247.54\|268.50\|247.54\|625797;2026-07-01\|246.31\|-6.11\|262.35\|263.88\|242.72\|653224;2026-07-02\|221.68\|-10.00\|226.00\|229.89\|221.68\|843916;2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457;2026-07-10\|242.30\|-7.28\|269.37\|274.50\|240.00\|1188960;2026-07-13\|236.70\|-2.31\|237.58\|251.40\|232.00\|938795;2026-07-14\|260.37\|10.00\|241.52\|260.37\|237.01\|954686;2026-07-15\|262.49\|0.81\|261.00\|280.08\|255.88\|1391335;2026-07-16\|268.80\|2.40\|250.01\|276.00\|246.80\|1158991;2026-07-17\|241.92\|-10.00\|258.01\|260.00\|241.92\|1090498;2026-07-20\|217.73\|-10.00\|241.91\|246.00\|217.73\|1088241;2026-07-21\|231.00\|6.09\|217.73\|237.65\|195.96\|1526580;2026-07-22\|217.50\|-5.84\|230.65\|239.77\|215.60\|1274903;2026-07-23\|206.65\|-4.99\|223.00\|224.03\|198.99\|1230956;2026-07-24\|199.18\|-3.61\|199.11\|205.83\|196.98\|728226;2026-07-27\|211.90\|6.39\|199.15\|211.90\|188.88\|827580;2026-07-28\|190.71\|-10.00\|197.00\|200.26\|190.71\|730447;2026-07-29\|179.78\|-5.73\|181.00\|184.00\|171.64\|1279208;2026-07-30\|161.80\|-10.00\|178.05\|178.50\|161.80\|1060298;2026-07-31\|171.48\|5.98\|177.00\|177.98\|170.32\|1223940;2026-08-03\|162.81\|-5.06\|165.00\|171.00\|161.98\|808712;2026-08-04\|179.09\|10.00\|168.76\|179.09\|167.00\|868174;2026-08-05\|188.83\|5.44\|162.00\|193.88\|162.00\|1351069;2026-08-06\|187.68\|-0.61\|180.00\|195.55\|178.99\|859291;2026-08-07\|195.27\|4.04\|190.00\|202.18\|190.00\|1023486;2026-08-10\|185.94\|-4.78\|195.28\|198.66\|178.85\|1026959;2026-08-11\|193.87\|4.26\|188.50\|200.60\|184.11\|911486;2026-08-12\|200.19\|3.26\|194.06\|203.83\|192.80\|786348;2026-08-13\|202.11\|0.96\|204.10\|213.40\|201.88\|831866;2026-08-14\|205.19\|1.52\|203.24\|207.92\|200.00\|559818;2026-08-17\|217.66\|6.08\|213.07\|219.85\|206.88\|728684;2026-08-18\|213.82\|-1.76\|217.66\|218.58\|208.92\|548491;2026-08-19\|197.10\|-7.82\|203.11\|210.98\|194.00\|729447;2026-08-20\|197.67\|0.29\|200.00\|201.81\|194.00\|521763;2026-08-21\|201.08\|1.73\|198.08\|205.00\|196.00\|516294;2026-08-24\|193.60\|-3.72\|205.13\|208.96\|186.00\|778089;2026-08-25\|190.84\|-1.43\|187.08\|196.99\|186.30\|553985;2026-08-26\|194.36\|1.84\|192.11\|199.65\|184.00\|641982;2026-08-27\|200.60\|3.21\|200.08\|203.30\|196.80\|576987;2026-08-28\|195.62\|-2.48\|198.31\|206.96\|195.50\|554544;2026-08-31\|198.00\|1.22\|190.08\|199.63\|189.00\|439940;2026-09-01\|188.69\|-4.70\|197.99\|197.99\|185.18\|629346;2026-09-02\|183.43\|-2.79\|185.06\|186.78\|181.20\|446687;2026-09-03\|179.16\|-2.33\|185.01\|185.96\|178.47\|439576;2026-09-04\|178.67\|-0.27\|182.01\|186.50\|176.75\|466697;2026-09-07\|190.55\|6.65\|185.01\|191.22\|182.13\|731792;2026-09-08\|186.42\|-2.17\|189.50\|194.45\|185.88\|581199;2026-09-09\|196.00\|5.14\|193.99\|198.88\|188.70\|811885
122009	高端PCB需求爆发价格涨超300%，头部厂商订单排到2027年	玻纤涨价+电子布+股东增持行业原因： AI芯片需求的爆发导致T型玻璃纤维布供应趋紧。其主要供应商日东纺计划自今年年底起稳步提升产能，目标在2028年前将产能提升至2025年的三倍。日东纺表示，即便新生产线投产，仍难以弥合供给与快速增长需求之间的差距，计划于今年上调价格。花旗分析师预计，涨价幅度可能达到25%甚至更高。公司原因： 1、据2025年11月17日互动易，公司10月30日已发布玻纤复价通知并启动首次回购，风电纱销售保持高景气，库存持续下降。 2、据2025年9月29日互动易，公司是全球最大电子布供应商。 3、据2026年2月11日公告，持股5%以上股东振石集团已增持3146万股并计划继续增持不超11亿元。	AI服务器升级推动PCB单机价值量暴涨，电子布等上游材料价格持续上涨；公司为世界玻纤龙头，产能规模全球第一，宣布扩产电子布	2026-04-30\|34.50\|-3.36\|35.65\|35.67\|32.70\|1867694;2026-05-06\|37.00\|7.25\|35.20\|37.78\|35.20\|1652310;2026-05-07\|37.93\|2.51\|37.01\|38.43\|36.40\|1334336;2026-05-08\|38.00\|0.18\|37.45\|38.70\|36.83\|1156005;2026-05-11\|38.01\|0.03\|38.49\|39.88\|36.98\|1562436;2026-05-12\|37.82\|-0.50\|37.90\|38.01\|36.02\|1361856;2026-05-13\|38.10\|0.74\|37.00\|38.38\|36.50\|1329007;2026-05-14\|37.62\|-1.26\|39.30\|39.30\|36.90\|1555877;2026-05-15\|33.86\|-9.99\|37.60\|38.00\|33.86\|2086697;2026-05-18\|34.14\|0.83\|33.80\|34.82\|32.88\|1380053;2026-05-19\|34.90\|2.23\|33.93\|35.06\|32.71\|1305090;2026-05-20\|35.11\|0.60\|34.77\|35.98\|34.50\|1066972;2026-05-21\|35.52\|1.17\|35.50\|37.80\|35.12\|1800636;2026-05-22\|38.35\|7.97\|35.80\|38.35\|35.80\|1715411;2026-05-25\|39.42\|2.79\|38.97\|39.50\|37.80\|1580696;2026-05-26\|41.28\|4.72\|38.99\|42.95\|38.98\|1950592;2026-05-27\|39.53\|-3.80\|41.29\|41.42\|39.00\|1262841;2026-05-28\|43.48\|9.99\|39.27\|43.48\|38.69\|1762793;2026-05-29\|42.10\|-3.17\|43.48\|43.98\|42.01\|1675785;2026-06-01\|38.32\|-8.98\|41.29\|41.66\|37.90\|2146854;2026-06-02\|38.90\|1.51\|37.56\|39.64\|37.30\|1778027;2026-06-03\|37.91\|-2.54\|38.80\|40.15\|37.20\|1858187;2026-06-04\|38.39\|1.27\|37.32\|39.17\|36.50\|1562319;2026-06-05\|36.96\|-3.72\|38.00\|39.39\|36.83\|1448798;2026-06-08\|35.56\|-3.79\|34.13\|36.66\|34.13\|1146994;2026-06-09\|39.12\|10.01\|37.07\|39.12\|37.00\|1801910;2026-06-10\|39.37\|0.64\|40.00\|40.72\|38.90\|2090866;2026-06-11\|41.07\|4.32\|39.11\|41.70\|38.00\|1907052;2026-06-12\|41.61\|1.31\|42.50\|44.16\|41.31\|2092437;2026-06-15\|45.77\|10.00\|43.00\|45.77\|41.47\|1576593;2026-06-16\|49.64\|8.46\|46.94\|50.20\|46.00\|2417129;2026-06-17\|54.60\|9.99\|49.00\|54.60\|49.00\|1309598;2026-06-18\|53.50\|-2.01\|53.00\|54.99\|51.30\|2633731;2026-06-22\|58.38\|9.12\|54.00\|58.65\|54.00\|2095587;2026-06-23\|58.93\|0.94\|59.50\|62.60\|57.16\|2359120;2026-06-24\|64.82\|9.99\|58.00\|64.82\|57.75\|1709557;2026-06-25\|70.80\|9.23\|66.10\|71.30\|65.66\|2148511;2026-06-26\|74.12\|4.69\|71.00\|77.20\|70.12\|2270676;2026-06-29\|70.98\|-4.24\|75.53\|75.53\|66.80\|2496641;2026-06-30\|72.88\|2.68\|68.50\|76.99\|68.01\|2218754;2026-07-01\|70.27\|-3.58\|73.96\|75.03\|69.51\|1858164;2026-07-02\|67.82\|-3.49\|67.80\|71.95\|63.25\|1854938;2026-07-03\|70.90\|4.54\|68.18\|74.60\|65.51\|2321014;2026-07-06\|63.81\|-10.00\|71.88\|72.80\|63.81\|2377318;2026-07-07\|60.00\|-5.97\|63.37\|64.21\|58.73\|2149632;2026-07-08\|56.06\|-6.57\|60.96\|61.54\|55.27\|1988326;2026-07-09\|58.70\|4.71\|57.00\|58.86\|54.03\|2491450;2026-07-10\|55.70\|-5.11\|58.38\|63.00\|55.67\|2451166;2026-07-13\|50.13\|-10.00\|54.50\|55.70\|50.13\|2228459;2026-07-14\|54.52\|8.76\|49.90\|55.14\|49.90\|2349361;2026-07-15\|53.00\|-2.79\|55.00\|56.00\|52.60\|1874713;2026-07-16\|47.71\|-9.98\|50.36\|51.75\|47.70\|1853904;2026-07-17\|43.80\|-8.20\|47.72\|48.20\|42.97\|1828494;2026-07-20\|39.44\|-9.95\|45.50\|45.80\|39.42\|2114550;2026-07-21\|43.00\|9.03\|40.24\|43.25\|35.95\|2709766;2026-07-22\|38.70\|-10.00\|42.85\|44.13\|38.70\|2768635;2026-07-23\|38.36\|-0.88\|38.70\|40.75\|37.92\|1946992;2026-07-24\|37.34\|-2.66\|37.50\|38.79\|36.73\|1480891;2026-07-27\|41.07\|9.99\|37.20\|41.07\|37.13\|2306546;2026-07-28\|37.59\|-8.47\|39.34\|40.40\|37.14\|2224145;2026-07-29\|38.39\|2.13\|37.99\|38.87\|35.88\|2631895;2026-07-30\|36.63\|-4.58\|37.60\|39.00\|35.55\|2918621;2026-07-31\|37.84\|3.30\|40.23\|40.29\|37.64\|4029339;2026-08-03\|34.06\|-9.99\|36.89\|37.48\|34.06\|3072084;2026-08-04\|36.19\|6.25\|34.60\|36.73\|33.72\|2892579;2026-08-05\|39.28\|8.54\|35.80\|39.81\|35.79\|3130417;2026-08-06\|40.78\|3.82\|38.50\|41.97\|38.17\|3328705;2026-08-07\|44.38\|8.83\|40.66\|44.86\|40.50\|3579682;2026-08-10\|43.28\|-2.48\|44.86\|44.95\|41.88\|3047221;2026-08-11\|42.69\|-1.36\|42.50\|44.13\|41.55\|2507564;2026-08-12\|43.31\|1.45\|42.60\|44.06\|42.01\|2110940;2026-08-13\|41.90\|-3.26\|43.99\|44.55\|41.88\|2398878;2026-08-14\|44.39\|5.94\|42.40\|44.62\|41.90\|2784870;2026-08-17\|46.32\|4.35\|44.56\|47.08\|44.55\|2745951;2026-08-18\|44.91\|-3.04\|46.33\|47.11\|44.20\|2396105;2026-08-19\|40.56\|-9.69\|42.67\|43.54\|40.42\|2737041;2026-08-20\|41.42\|2.12\|41.27\|42.19\|40.39\|1874055;2026-08-21\|42.04\|1.50\|40.80\|42.33\|39.15\|2094714;2026-08-24\|39.87\|-5.16\|42.95\|43.48\|38.53\|2327248;2026-08-25\|39.79\|-0.20\|38.61\|40.64\|37.83\|1679290;2026-08-26\|39.50\|-0.73\|40.40\|40.40\|38.67\|1283278;2026-08-27\|42.64\|7.95\|39.98\|42.74\|39.80\|2363524;2026-08-28\|43.20\|1.31\|42.67\|44.18\|42.58\|2294062;2026-08-31\|43.93\|1.69\|41.96\|43.98\|41.93\|1845745;2026-09-01\|43.02\|-2.07\|45.68\|46.00\|43.00\|2909768;2026-09-02\|44.13\|2.58\|41.97\|44.81\|41.70\|2647045;2026-09-03\|42.63\|-3.40\|44.30\|44.47\|42.20\|2066085;2026-09-04\|40.18\|-5.75\|43.04\|43.30\|39.78\|2166822;2026-09-07\|41.70\|3.78\|40.45\|42.05\|40.30\|1742893;2026-09-08\|41.39\|-0.74\|41.51\|42.89\|41.11\|1750137;2026-09-09\|42.67\|3.09\|42.40\|43.45\|41.73\|1929054
122008	高端PCB需求爆发价格涨超300%，头部厂商订单排到2027年	PCB概念+覆铜板+黄金采选行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年6月17日公告，公司澄清网上传播的关于公司产品纳入英伟达供应链体系认证等信息均为不实信息，截至目前公司未与英伟达有过接触或业务合作；HVLP铜箔目前尚处于客户认证及市场拓展阶段，未形成批量生产，2026年第一季度HVLP铜箔营收约10.00万元。 2、据2026年6月1日及5月13日公告，公司覆铜板产品主要为FR-4等常规产品，未有高速覆铜板M7和M9产品销售；铜箔产品主要为普通铜箔，不能应用于AI服务器及算力领域。 3、据2026年4月3日投资者关系活动记录表及2025年年报，公司主营电子铜箔、覆铜板及黄金采选两大业务，2026年将继续深耕主业，推动高端产品市场拓展，黄金板块持续推进探矿增储。	1、公司预计2026年半年度净利润同比增长468.71%-559.71%，因“子公司金宝电子覆铜板及电子铜箔业务扭亏为盈，产品销量及销售价格持续上升”； 2、公司控股子公司金宝电子专业从事电子铜箔、覆铜板设计、研发、生产及销售，是国内能提供设计至生产一体化全流程服务的少数企业之一；产品广泛应用于 5G 通讯、汽车电子等领域，其中电子铜箔有 HTE 箔、LP 箔等多种类型，覆铜板涵盖玻纤布基、复合基、铝基等，是 PCB 产业链中的重要供应商	2026-04-30\|22.07\|-1.56\|22.40\|22.54\|21.83\|101658;2026-05-06\|22.85\|3.53\|22.42\|23.13\|22.30\|145520;2026-05-07\|25.14\|10.02\|23.45\|25.14\|23.38\|126044;2026-05-08\|27.65\|9.98\|26.19\|27.65\|25.68\|113905;2026-05-11\|30.42\|10.02\|30.33\|30.42\|27.81\|415362;2026-05-12\|33.46\|9.99\|31.62\|33.46\|30.30\|540779;2026-05-13\|34.81\|4.03\|33.30\|36.69\|33.28\|547056;2026-05-14\|33.85\|-2.76\|34.16\|35.44\|33.50\|425882;2026-05-15\|32.13\|-5.08\|33.68\|34.00\|31.84\|392054;2026-05-18\|35.34\|9.99\|32.45\|35.34\|32.45\|190853;2026-05-19\|38.87\|9.99\|38.39\|38.87\|37.89\|170311;2026-05-20\|37.40\|-3.78\|38.53\|40.09\|36.03\|493520;2026-05-21\|36.20\|-3.21\|36.72\|39.31\|35.68\|349968;2026-05-22\|39.82\|10.00\|36.92\|39.82\|36.45\|200956;2026-05-25\|43.80\|9.99\|43.50\|43.80\|41.02\|368798;2026-05-26\|48.18\|10.00\|44.61\|48.18\|42.50\|361253;2026-05-27\|50.53\|4.88\|48.00\|53.00\|46.00\|490110;2026-05-28\|55.58\|9.99\|48.79\|55.58\|48.79\|341833;2026-05-29\|57.70\|3.81\|54.80\|59.67\|54.00\|433759;2026-06-01\|57.93\|0.40\|51.93\|62.09\|51.93\|452856;2026-06-02\|60.78\|4.92\|57.78\|62.98\|57.00\|351932;2026-06-03\|59.47\|-2.16\|58.87\|61.00\|56.93\|295135;2026-06-04\|59.00\|-0.79\|59.74\|59.96\|58.38\|203024;2026-06-05\|58.32\|-1.15\|58.00\|61.58\|57.35\|208345;2026-06-08\|60.66\|4.01\|54.70\|62.98\|54.60\|289258;2026-06-09\|64.96\|7.09\|62.00\|66.68\|60.10\|334704;2026-06-10\|59.30\|-8.71\|58.58\|65.00\|58.57\|252248;2026-06-11\|53.37\|-10.00\|58.99\|59.30\|53.37\|198840;2026-06-12\|58.62\|9.84\|55.80\|58.71\|55.05\|144045;2026-06-15\|64.48\|10.00\|62.70\|64.48\|60.21\|66797;2026-06-16\|70.93\|10.00\|66.40\|70.93\|65.98\|41232;2026-06-17\|72.16\|1.73\|71.00\|76.99\|66.88\|224461;2026-06-18\|72.39\|0.32\|69.50\|74.48\|67.56\|174534;2026-06-22\|76.68\|5.93\|75.11\|78.98\|72.30\|186679;2026-06-23\|69.08\|-9.91\|76.67\|76.68\|69.01\|186932;2026-06-24\|75.99\|10.00\|68.82\|75.99\|66.68\|206596;2026-06-25\|72.72\|-4.30\|74.34\|78.00\|70.00\|216085;2026-06-26\|66.80\|-8.14\|70.55\|71.00\|66.00\|144536;2026-06-29\|60.12\|-10.00\|67.09\|68.15\|60.12\|129517;2026-06-30\|61.00\|1.46\|58.00\|62.79\|54.11\|178570;2026-07-01\|60.20\|-1.31\|59.00\|63.70\|58.89\|122861;2026-07-02\|61.26\|1.76\|57.01\|64.68\|55.66\|135177;2026-07-03\|65.38\|6.73\|62.29\|66.46\|62.29\|151311;2026-07-06\|58.84\|-10.00\|66.00\|68.88\|58.84\|140478;2026-07-07\|56.61\|-3.79\|58.13\|59.95\|54.09\|138195;2026-07-08\|58.67\|3.64\|58.00\|60.66\|54.41\|132682;2026-07-09\|64.54\|10.01\|60.57\|64.54\|60.57\|123387;2026-07-10\|60.34\|-6.51\|68.00\|70.99\|60.05\|345213;2026-07-13\|54.31\|-9.99\|59.14\|61.88\|54.31\|246763;2026-07-14\|58.20\|7.16\|53.64\|59.74\|50.91\|294834;2026-07-15\|55.66\|-4.36\|59.94\|60.50\|54.28\|192735;2026-07-16\|54.25\|-2.53\|53.71\|57.19\|52.50\|163006;2026-07-17\|48.83\|-9.99\|53.34\|53.88\|48.83\|153703;2026-07-20\|43.95\|-9.99\|49.93\|50.10\|43.95\|115188;2026-07-21\|44.20\|0.57\|42.40\|45.26\|39.56\|251753;2026-07-22\|41.05\|-7.13\|43.68\|44.53\|40.30\|245242;2026-07-23\|39.90\|-2.80\|41.78\|42.90\|39.27\|197470;2026-07-24\|37.54\|-5.91\|38.84\|40.09\|37.24\|155056;2026-07-27\|39.66\|5.65\|37.85\|39.80\|36.71\|210601;2026-07-28\|36.55\|-7.84\|38.88\|39.44\|36.00\|142428;2026-07-29\|35.21\|-3.67\|36.50\|36.95\|33.58\|146939;2026-07-30\|31.86\|-9.51\|35.23\|36.03\|31.69\|199279;2026-07-31\|35.05\|10.01\|35.05\|35.05\|33.33\|99118;2026-08-03\|32.51\|-7.25\|34.99\|35.03\|32.17\|246765;2026-08-04\|35.76\|10.00\|33.85\|35.76\|32.18\|142353;2026-08-05\|39.34\|10.01\|37.54\|39.34\|36.09\|187920;2026-08-06\|43.27\|9.99\|40.81\|43.27\|40.81\|177286;2026-08-07\|47.60\|10.01\|47.00\|47.60\|47.00\|44482;2026-08-10\|52.36\|10.00\|52.36\|52.36\|50.53\|237859;2026-08-11\|54.61\|4.30\|53.01\|57.60\|53.01\|553829;2026-08-12\|60.07\|10.00\|54.63\|60.07\|53.49\|364254;2026-08-13\|58.66\|-2.35\|62.00\|62.77\|57.60\|501672;2026-08-14\|60.65\|3.39\|59.59\|60.80\|57.30\|423843;2026-08-17\|62.00\|2.23\|59.79\|62.00\|58.01\|394214;2026-08-18\|57.60\|-7.10\|61.45\|62.35\|56.55\|387243;2026-08-19\|51.85\|-9.98\|55.73\|60.19\|51.84\|425243;2026-08-20\|57.04\|10.01\|53.28\|57.04\|50.02\|385100;2026-08-21\|55.14\|-3.33\|57.00\|57.04\|52.50\|384805;2026-08-24\|57.85\|4.91\|57.83\|58.50\|52.50\|422517;2026-08-25\|55.60\|-3.89\|55.99\|58.45\|53.36\|385390;2026-08-26\|51.90\|-6.65\|54.42\|55.00\|50.92\|349618;2026-08-27\|56.00\|7.90\|52.31\|57.09\|50.23\|518809;2026-08-28\|53.19\|-5.02\|55.76\|56.60\|53.10\|389712;2026-08-31\|52.83\|-0.68\|51.80\|54.42\|51.26\|278678;2026-09-01\|50.05\|-5.26\|53.00\|53.00\|49.10\|263243;2026-09-02\|47.92\|-4.26\|48.96\|49.16\|47.08\|221305;2026-09-03\|47.95\|0.06\|48.65\|48.84\|46.61\|166398;2026-09-04\|45.96\|-4.15\|48.40\|49.77\|45.48\|190619;2026-09-07\|48.01\|4.46\|47.00\|48.87\|46.00\|219288;2026-09-08\|47.47\|-1.12\|47.92\|48.85\|46.30\|190682;2026-09-09\|47.52\|0.11\|48.02\|49.52\|47.08\|226249
122007	高端PCB需求爆发价格涨超300%，头部厂商订单排到2027年	PCB概念+PI膜+锂电池隔膜设备行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月29日年报及2026年5月15日互动易，公司通过控股深圳飞仕达切入PCB设备领域，产品包括蚀刻机、显影机等，并联动控股子公司有泽新材的PI膜与FCCL业务，打造“设备+材料”一体化解决方案。 2、据2026年4月29日年报，公司通过控股子公司江西有泽新材布局高性能PI薄膜业务，该产品广泛应用于柔性线路板、半导体、5G通信等领域。 3、据2025年11月28日互动易，目前已成功开拓了湿法锂电池隔膜设备、干法锂电池隔膜设备、隔膜涂覆设备、正负极片涂布设备等一系列新能源设备，公司拥有数十年高端智能装备制造经验，后续将通过产业基金积极拓宽设备新品类，适配产业链技术发展需求。	1、公司控股深圳飞仕达切入PCB设备领域，产品包括蚀刻机、显影机等，并与有泽新材PI膜及FCCL业务联动，打造“设备+材料”一体化解决方案； 2、公司机器人目前主要产品为码垛机器人、协作机器人； 3、控股子公司江西有泽新材料生产的PI薄膜可用于固态电池，其高电绝缘、耐高温特性可提升电池安全性，有研究表明相关固态电池能量密度可达300Wh/kg，CPI薄膜可用于电池封装环节	2026-04-30\|55.72\|1.31\|54.97\|56.93\|54.09\|15825;2026-05-06\|55.00\|-1.29\|56.34\|56.90\|54.44\|13476;2026-05-07\|58.18\|5.78\|55.00\|58.21\|54.67\|17082;2026-05-08\|59.00\|1.41\|58.00\|59.49\|57.50\|11753;2026-05-11\|60.08\|1.83\|59.54\|61.64\|59.51\|18730;2026-05-12\|58.49\|-2.65\|60.20\|60.48\|57.91\|11040;2026-05-13\|64.34\|10.00\|58.45\|64.34\|57.09\|29579;2026-05-14\|70.77\|9.99\|65.05\|70.77\|64.04\|52570;2026-05-15\|69.80\|-1.37\|70.45\|73.49\|68.21\|53107;2026-05-18\|67.00\|-4.01\|68.35\|70.38\|66.33\|38965;2026-05-19\|64.19\|-4.19\|66.99\|67.35\|62.10\|41319;2026-05-20\|65.79\|2.49\|63.55\|66.45\|62.82\|31953;2026-05-21\|62.14\|-5.55\|64.55\|65.32\|61.80\|25332;2026-05-22\|66.12\|6.40\|62.19\|66.90\|62.19\|27260;2026-05-25\|64.21\|-2.89\|65.12\|66.00\|62.31\|22798;2026-05-26\|61.95\|-3.52\|64.50\|64.88\|61.23\|15982;2026-05-27\|60.57\|-2.23\|62.36\|63.88\|60.00\|14738;2026-05-28\|61.51\|1.55\|60.11\|61.80\|59.29\|12804;2026-05-29\|56.95\|-7.41\|61.59\|61.96\|56.31\|19486;2026-06-01\|54.96\|-3.49\|56.50\|57.44\|54.61\|10477;2026-06-02\|42.00\|7.42\|39.20\|42.30\|35.85\|40561;2026-06-03\|46.20\|10.00\|42.00\|46.20\|41.50\|31966;2026-06-04\|47.00\|1.73\|45.33\|47.95\|43.50\|72527;2026-06-05\|46.46\|-1.15\|46.89\|49.26\|44.89\|73141;2026-06-08\|45.16\|-2.80\|44.00\|46.77\|43.58\|41798;2026-06-09\|48.28\|6.91\|45.17\|49.22\|44.23\|48359;2026-06-10\|45.76\|-5.22\|47.61\|49.10\|44.53\|45286;2026-06-11\|44.63\|-2.47\|45.52\|45.52\|43.68\|28110;2026-06-12\|43.03\|-3.58\|45.16\|46.24\|42.85\|26093;2026-06-15\|45.15\|4.93\|43.54\|45.49\|43.53\|34729;2026-06-16\|45.30\|0.33\|44.94\|46.52\|43.51\|35745;2026-06-17\|49.83\|10.00\|45.00\|49.83\|44.55\|51199;2026-06-18\|49.05\|-1.57\|50.67\|51.98\|48.18\|54729;2026-06-22\|47.77\|-2.61\|49.54\|49.64\|47.00\|35368;2026-06-23\|49.50\|3.62\|47.44\|51.26\|46.63\|62512;2026-06-24\|52.49\|6.04\|48.20\|52.53\|45.68\|79405;2026-06-25\|50.47\|-3.85\|51.02\|51.20\|48.02\|57039;2026-06-26\|50.08\|-0.77\|51.16\|51.50\|48.63\|33836;2026-06-29\|53.60\|7.03\|49.52\|54.99\|49.10\|67010;2026-06-30\|53.13\|-0.88\|53.13\|54.45\|50.95\|47935;2026-07-01\|47.84\|-9.96\|52.72\|52.86\|47.82\|55565;2026-07-02\|43.06\|-9.99\|44.57\|45.86\|43.06\|36855;2026-07-03\|42.75\|-0.72\|42.50\|44.08\|41.15\|30663;2026-07-06\|40.25\|-5.85\|42.71\|43.59\|39.69\|27490;2026-07-07\|39.10\|-2.86\|39.80\|40.25\|39.00\|15364;2026-07-08\|38.84\|-0.67\|38.71\|39.65\|37.92\|16045;2026-07-09\|37.90\|-2.42\|38.50\|39.10\|36.97\|20933;2026-07-10\|37.31\|-1.56\|37.50\|38.54\|37.27\|16256;2026-07-13\|34.31\|-8.04\|37.14\|37.29\|34.16\|19676;2026-07-14\|34.51\|0.58\|34.00\|34.65\|33.31\|17765;2026-07-15\|33.38\|-3.27\|34.01\|34.67\|32.80\|16206;2026-07-16\|33.33\|-0.15\|33.94\|34.54\|32.80\|17751;2026-07-17\|30.32\|-9.03\|33.20\|33.33\|30.18\|21421;2026-07-20\|28.06\|-7.45\|30.86\|31.98\|27.35\|20971;2026-07-21\|28.52\|1.64\|28.58\|28.90\|25.60\|25414;2026-07-22\|27.93\|-2.07\|28.60\|28.80\|27.70\|16998;2026-07-23\|28.46\|1.90\|28.63\|28.65\|27.68\|13371;2026-07-24\|27.82\|-2.25\|28.31\|28.35\|27.53\|10856;2026-07-27\|30.60\|9.99\|27.88\|30.60\|27.51\|22544;2026-07-28\|30.90\|0.98\|30.60\|32.30\|30.29\|31123;2026-07-29\|31.50\|1.94\|31.11\|31.86\|29.85\|22055;2026-07-30\|29.89\|-5.11\|31.80\|31.80\|29.88\|20473;2026-07-31\|32.88\|10.00\|30.45\|32.88\|30.45\|16150;2026-08-03\|36.17\|10.01\|34.00\|36.17\|33.08\|34146;2026-08-04\|39.46\|9.10\|37.00\|39.79\|35.27\|58753;2026-08-05\|38.45\|-2.56\|37.99\|39.27\|36.90\|52875;2026-08-06\|37.43\|-2.65\|37.69\|37.90\|36.62\|36971;2026-08-07\|41.17\|9.99\|38.22\|41.17\|38.00\|32878;2026-08-10\|38.95\|-5.39\|41.07\|41.27\|37.57\|58776;2026-08-11\|39.51\|1.44\|38.95\|40.57\|38.21\|39862;2026-08-12\|41.48\|4.99\|39.26\|41.75\|39.20\|39253;2026-08-13\|40.56\|-2.22\|41.86\|42.50\|40.56\|30631;2026-08-14\|41.68\|2.76\|40.79\|41.95\|40.00\|26996;2026-08-17\|42.23\|1.32\|41.71\|42.40\|40.80\|24400;2026-08-18\|41.94\|-0.69\|42.24\|42.48\|41.13\|16490;2026-08-19\|39.55\|-5.70\|41.52\|42.00\|39.45\|18504;2026-08-20\|40.79\|3.14\|40.14\|42.70\|40.10\|25291;2026-08-21\|40.68\|-0.27\|40.80\|41.79\|39.71\|17167;2026-08-24\|40.20\|-1.18\|41.40\|41.40\|39.64\|15975;2026-08-25\|39.95\|-0.62\|40.20\|40.47\|39.10\|12476;2026-08-26\|40.00\|0.13\|40.00\|40.37\|39.12\|10153;2026-08-27\|40.74\|1.85\|40.08\|41.20\|39.68\|13907;2026-08-28\|39.41\|-3.26\|40.75\|41.30\|39.38\|17480;2026-08-31\|41.08\|4.24\|38.50\|41.30\|38.00\|19059;2026-09-01\|39.34\|-4.24\|40.67\|42.13\|39.30\|17124;2026-09-02\|39.09\|-0.64\|39.03\|39.30\|38.40\|10915;2026-09-03\|39.22\|0.33\|39.40\|39.72\|38.82\|11116;2026-09-04\|38.63\|-1.50\|39.54\|41.55\|38.30\|20612;2026-09-07\|41.36\|7.07\|38.67\|41.78\|38.33\|30680;2026-09-08\|40.11\|-3.02\|41.46\|41.46\|39.85\|18746;2026-09-09\|42.14\|5.06\|40.17\|43.10\|39.90\|29071
122006	高端PCB需求爆发价格涨超300%，头部厂商订单排到2027年	玻纤布+云母绝缘+三季报增长公司原因： 1、据2025年半年报，公司玻璃纤维布及制品产品主要分为工业级玻纤布、电子级玻纤布和石英纱、石英布，目前工艺迭代完善和客户送样正同步积极推进，产能扩充亦在武汉基地高效推进中，且后续有望进一步向上延伸完善全产业链布局。 2、据2025年半年报，公司主营耐高温云母绝缘材料、新能源安全防护复合材料及玻纤布，产品已批量用于新能源汽车电池包热失控防护，并布局储能、AI算力、深海科技等新兴领域。 3、据2025年10月27日三季报，公司2025年前三季度营收8.88亿元、同比增长14.25%，归母净利润2.01亿元、同比增长22.71%。	公司电子级玻纤布、石英布为PCB基材CCL主材	2026-04-30\|87.75\|5.09\|83.35\|87.80\|82.77\|32010;2026-05-06\|90.54\|3.18\|87.77\|90.88\|85.24\|27030;2026-05-07\|95.00\|4.93\|90.37\|96.88\|88.53\|29540;2026-05-08\|93.72\|-1.35\|93.65\|94.30\|91.20\|23781;2026-05-11\|98.65\|5.26\|96.87\|101.50\|96.13\|36714;2026-05-12\|108.52\|10.01\|98.14\|108.52\|97.88\|40762;2026-05-13\|114.40\|5.42\|106.10\|114.90\|104.00\|45943;2026-05-14\|103.30\|-9.70\|112.00\|113.50\|103.27\|41290;2026-05-15\|99.83\|-3.36\|103.29\|104.98\|98.70\|34310;2026-05-18\|101.47\|1.64\|97.46\|103.99\|97.46\|25051;2026-05-19\|100.05\|-1.40\|100.47\|102.98\|96.63\|27934;2026-05-20\|100.54\|0.49\|100.00\|101.60\|98.70\|15372;2026-05-21\|99.09\|-1.44\|101.10\|105.88\|99.00\|22337;2026-05-22\|104.57\|5.53\|100.00\|104.94\|99.22\|26952;2026-05-25\|109.08\|4.31\|105.02\|109.18\|103.60\|28574;2026-05-26\|105.90\|-2.92\|106.50\|108.40\|103.11\|24165;2026-05-27\|99.33\|-6.20\|104.86\|108.90\|98.60\|33416;2026-05-28\|100.02\|0.69\|99.40\|101.80\|97.00\|27208;2026-05-29\|97.80\|-2.22\|99.80\|104.50\|96.86\|23628;2026-06-01\|91.21\|-6.74\|96.43\|98.33\|90.91\|28466;2026-06-02\|91.64\|0.47\|91.22\|92.95\|88.36\|20347;2026-06-03\|91.68\|0.04\|91.64\|93.89\|89.60\|17287;2026-06-04\|92.27\|0.64\|91.50\|92.96\|90.03\|15288;2026-06-05\|92.64\|0.40\|92.25\|95.90\|89.80\|20803;2026-06-08\|93.22\|0.63\|89.00\|95.49\|88.52\|21312;2026-06-09\|100.10\|7.38\|95.11\|100.30\|94.39\|30545;2026-06-10\|95.90\|-4.20\|98.00\|99.35\|94.76\|29403;2026-06-11\|97.40\|1.56\|94.86\|98.10\|93.60\|21350;2026-06-12\|107.14\|10.00\|99.01\|107.14\|98.11\|57421;2026-06-15\|117.85\|10.00\|109.31\|117.85\|107.17\|57532;2026-06-16\|121.40\|3.01\|122.18\|122.99\|116.53\|50281;2026-06-17\|129.15\|6.38\|119.33\|130.51\|117.93\|53739;2026-06-18\|132.20\|2.36\|128.06\|133.75\|124.32\|39298;2026-06-22\|145.42\|10.00\|134.90\|145.42\|132.20\|38642;2026-06-23\|117.30\|5.15\|113.69\|122.72\|112.10\|71647;2026-06-24\|129.03\|10.00\|117.40\|129.03\|116.50\|42165;2026-06-25\|127.57\|-1.13\|131.00\|134.04\|125.30\|92017;2026-06-26\|129.93\|1.85\|125.48\|133.90\|123.70\|61230;2026-06-29\|117.50\|-9.57\|128.00\|129.05\|116.94\|68309;2026-06-30\|125.25\|6.60\|117.52\|125.79\|115.33\|49705;2026-07-01\|123.96\|-1.03\|125.90\|128.25\|121.00\|37516;2026-07-02\|116.70\|-5.86\|120.69\|123.98\|116.00\|33062;2026-07-03\|117.08\|0.33\|119.03\|122.50\|114.00\|36426;2026-07-06\|110.39\|-5.71\|119.04\|120.50\|109.00\|40946;2026-07-07\|107.68\|-2.45\|110.39\|111.50\|105.59\|27712;2026-07-08\|106.81\|-0.81\|106.97\|113.71\|106.00\|35856;2026-07-09\|113.10\|5.89\|109.00\|117.49\|105.33\|51241;2026-07-10\|117.77\|4.13\|113.10\|124.41\|113.10\|64180;2026-07-13\|112.88\|-4.15\|116.38\|124.19\|112.27\|73223;2026-07-14\|120.27\|6.55\|113.00\|121.80\|113.00\|60944;2026-07-15\|109.61\|-8.86\|120.31\|121.38\|108.49\|60515;2026-07-16\|106.88\|-2.49\|108.34\|112.17\|104.18\|47414;2026-07-17\|96.19\|-10.00\|105.81\|106.86\|96.19\|43515;2026-07-20\|86.57\|-10.00\|94.36\|95.23\|86.57\|42788;2026-07-21\|89.35\|3.21\|80.67\|90.60\|77.91\|82359;2026-07-22\|85.58\|-4.22\|85.10\|91.26\|84.27\|52626;2026-07-23\|86.70\|1.31\|85.58\|90.51\|85.58\|36354;2026-07-24\|82.87\|-4.42\|85.33\|87.50\|82.87\|28643;2026-07-27\|89.27\|7.72\|84.48\|89.62\|81.83\|39833;2026-07-28\|82.00\|-8.14\|88.10\|88.61\|81.50\|33367;2026-07-29\|77.44\|-5.56\|82.44\|84.35\|73.80\|55280;2026-07-30\|69.70\|-9.99\|76.08\|78.06\|69.70\|59650;2026-07-31\|76.67\|10.00\|76.60\|76.67\|74.97\|52271;2026-08-03\|72.46\|-5.49\|76.62\|79.00\|71.85\|73103;2026-08-04\|78.34\|8.11\|72.54\|78.60\|70.03\|54198;2026-08-05\|86.17\|9.99\|77.63\|86.17\|77.00\|45813;2026-08-06\|86.06\|-0.13\|87.20\|89.33\|83.33\|74912;2026-08-07\|89.00\|3.42\|86.05\|91.77\|84.92\|76615;2026-08-10\|87.69\|-1.47\|89.78\|91.00\|85.69\|55849;2026-08-11\|86.86\|-0.95\|86.80\|89.88\|85.60\|38956;2026-08-12\|88.68\|2.10\|87.32\|90.48\|86.19\|40425;2026-08-13\|86.46\|-2.50\|90.18\|92.29\|86.21\|45783;2026-08-14\|89.92\|4.00\|89.20\|92.30\|87.43\|41856;2026-08-17\|92.10\|2.42\|90.78\|92.20\|89.76\|33916;2026-08-18\|96.20\|4.45\|92.90\|98.26\|92.30\|60807;2026-08-19\|88.90\|-7.59\|93.95\|97.83\|88.50\|66115;2026-08-20\|93.63\|5.32\|90.00\|94.88\|89.00\|54940;2026-08-21\|92.00\|-1.74\|92.70\|93.30\|89.01\|46280;2026-08-24\|88.68\|-3.61\|93.00\|93.00\|86.00\|41472;2026-08-25\|86.81\|-2.11\|87.65\|87.71\|83.60\|36717;2026-08-26\|85.05\|-2.03\|86.81\|88.80\|83.60\|27675;2026-08-27\|90.75\|6.70\|85.55\|91.00\|84.94\|41614;2026-08-28\|88.33\|-2.67\|90.72\|94.50\|88.13\|37202;2026-08-31\|90.13\|2.04\|87.00\|90.47\|86.33\|25785;2026-09-01\|86.07\|-4.50\|90.98\|91.12\|85.31\|33988;2026-09-02\|84.95\|-1.30\|84.00\|86.00\|83.08\|22505;2026-09-03\|84.11\|-0.99\|84.95\|86.29\|82.00\|24761;2026-09-04\|79.77\|-5.16\|84.39\|85.50\|79.15\|34986;2026-09-07\|83.51\|4.69\|79.90\|84.85\|79.27\|42566;2026-09-08\|82.28\|-1.47\|83.12\|85.50\|81.55\|26515;2026-09-09\|82.80\|0.63\|82.28\|84.99\|82.04\|20229
122005	新华社：房地产市场筑底回稳态势增强	商业运营+数字科技+摘帽 1、据2026年6月11日及6月8日异常波动公告，公司主营业务仍为商业运营和物业租赁业务，未发生重大变化；2026年第一季度营收6220.65万元，归母净利润亏损2347.37万元。 2、据2026年6月8日异常波动公告，公司于2026年6月3日新设全资子公司深圳阳光数字技术有限公司，经营范围涉及云计算装备技术服务等，但截至目前注册资本未实缴，未有实际运营及人员储备，对上市公司整体资产、营收及利润无重大影响。 3、据2026年5月20日公告，公司股票自2026年5月21日开市起撤销退市风险警示，证券简称由“*ST阳光”变更为“阳光股份”，日涨跌幅限制由5%变更为10%。	公司撤销退市风险警示，正在积极推进上海项目相关工作	2026-04-30\|3.78\|2.72\|3.65\|3.84\|3.63\|183420;2026-05-06\|3.69\|-2.38\|3.73\|3.74\|3.59\|176078;2026-05-07\|3.81\|3.25\|3.67\|3.85\|3.65\|146067;2026-05-08\|3.88\|1.84\|3.75\|3.90\|3.74\|116560;2026-05-11\|3.84\|-1.03\|3.88\|3.92\|3.79\|150605;2026-05-12\|3.93\|2.34\|3.86\|3.98\|3.80\|163672;2026-05-13\|3.92\|-0.25\|3.97\|3.99\|3.88\|107858;2026-05-14\|3.97\|1.28\|3.91\|4.03\|3.91\|139650;2026-05-15\|4.17\|5.04\|3.95\|4.17\|3.95\|313891;2026-05-18\|4.01\|-3.84\|4.19\|4.21\|3.97\|273415;2026-05-19\|4.03\|0.50\|4.02\|4.05\|3.86\|174032;2026-05-21\|3.96\|-1.74\|4.20\|4.28\|3.88\|557106;2026-05-22\|3.88\|-2.02\|3.92\|4.03\|3.72\|295422;2026-05-25\|3.74\|-3.61\|3.83\|3.86\|3.65\|317140;2026-05-26\|3.80\|1.60\|3.73\|3.96\|3.62\|257486;2026-05-27\|4.18\|10.00\|3.83\|4.18\|3.83\|277967;2026-05-28\|4.16\|-0.48\|4.15\|4.37\|4.14\|580533;2026-05-29\|4.58\|10.10\|4.36\|4.58\|4.36\|235518;2026-06-01\|4.93\|7.64\|4.54\|5.04\|4.37\|902131;2026-06-02\|4.82\|-2.23\|4.93\|4.93\|4.65\|525190;2026-06-03\|4.64\|-3.73\|4.75\|4.77\|4.56\|428548;2026-06-04\|5.02\|8.19\|4.75\|5.10\|4.71\|647516;2026-06-05\|5.52\|9.96\|5.20\|5.52\|5.09\|765570;2026-06-08\|5.82\|5.43\|5.44\|6.00\|5.30\|962549;2026-06-09\|6.40\|9.97\|5.80\|6.40\|5.67\|942032;2026-06-10\|6.94\|8.44\|6.12\|7.04\|6.05\|1196539;2026-06-11\|6.25\|-9.94\|6.90\|7.05\|6.25\|667277;2026-06-12\|6.44\|3.04\|5.98\|6.60\|5.91\|813046;2026-06-15\|6.52\|1.24\|6.41\|6.69\|6.18\|584601;2026-06-16\|7.16\|9.82\|6.67\|7.17\|6.60\|756329;2026-06-17\|6.90\|-3.63\|7.15\|7.35\|6.79\|589088;2026-06-18\|7.59\|10.00\|7.00\|7.59\|6.83\|409855;2026-06-22\|7.64\|0.66\|7.96\|8.14\|7.30\|710682;2026-06-23\|7.82\|2.36\|7.55\|8.12\|7.16\|533056;2026-06-24\|7.39\|-5.50\|7.54\|8.08\|7.24\|630596;2026-06-25\|6.83\|-7.58\|7.20\|7.38\|6.76\|665630;2026-06-26\|6.73\|-1.46\|6.84\|7.12\|6.65\|489398;2026-06-29\|6.31\|-6.24\|6.84\|6.84\|6.08\|492403;2026-06-30\|6.48\|2.69\|6.35\|6.65\|6.22\|277174;2026-07-01\|6.21\|-4.17\|6.44\|6.50\|6.15\|293305;2026-07-02\|6.06\|-2.42\|6.23\|6.61\|6.03\|383792;2026-07-03\|5.96\|-1.65\|6.06\|6.19\|5.92\|235056;2026-07-06\|6.02\|1.01\|6.04\|6.40\|5.99\|362447;2026-07-07\|5.85\|-2.82\|5.93\|6.08\|5.76\|267011;2026-07-08\|5.98\|2.22\|5.85\|6.05\|5.70\|234838;2026-07-09\|6.04\|1.00\|5.98\|6.13\|5.84\|272953;2026-07-10\|6.04\|0.00\|6.09\|6.13\|5.92\|275907;2026-07-13\|6.06\|0.33\|6.03\|6.37\|5.92\|421863;2026-07-14\|6.49\|7.10\|6.04\|6.56\|5.76\|584609;2026-07-15\|6.69\|3.08\|6.43\|6.75\|6.04\|497155;2026-07-16\|6.74\|0.75\|6.61\|7.13\|6.52\|536934;2026-07-17\|6.50\|-3.56\|6.71\|6.84\|6.21\|433096;2026-07-20\|5.95\|-8.46\|6.33\|6.54\|5.89\|351157;2026-07-21\|5.76\|-3.19\|6.06\|6.06\|5.36\|481729;2026-07-22\|5.84\|1.39\|5.76\|6.10\|5.60\|384180;2026-07-23\|6.42\|9.93\|5.73\|6.42\|5.71\|395447;2026-07-24\|6.52\|1.56\|6.67\|6.83\|6.42\|569469;2026-07-27\|6.64\|1.84\|6.44\|6.64\|6.33\|286947;2026-07-28\|6.21\|-6.48\|6.68\|6.79\|6.18\|288085;2026-07-29\|6.03\|-2.90\|6.23\|6.29\|5.86\|288560;2026-07-30\|5.64\|-6.47\|6.04\|6.14\|5.58\|262502;2026-07-31\|6.10\|8.16\|5.80\|6.20\|5.73\|343998;2026-08-03\|6.71\|10.00\|6.35\|6.71\|6.22\|338651;2026-08-04\|6.59\|-1.79\|6.92\|7.25\|6.55\|554971;2026-08-05\|6.92\|5.01\|6.56\|6.95\|6.20\|487838;2026-08-06\|7.15\|3.32\|6.86\|7.30\|6.81\|439558;2026-08-07\|7.18\|0.42\|7.15\|7.23\|6.94\|321008;2026-08-10\|7.68\|6.96\|7.23\|7.73\|7.12\|340287;2026-08-11\|7.68\|0.00\|7.65\|7.81\|7.52\|272688;2026-08-12\|7.80\|1.56\|7.68\|7.82\|7.37\|277977;2026-08-13\|7.64\|-2.05\|7.81\|8.27\|7.64\|389790;2026-08-14\|7.76\|1.57\|7.60\|8.26\|7.50\|563730;2026-08-17\|7.58\|-2.32\|7.69\|7.85\|7.50\|320274;2026-08-18\|7.85\|3.56\|7.65\|8.13\|7.60\|421572;2026-08-19\|7.39\|-5.86\|7.72\|7.80\|7.31\|345923;2026-08-20\|7.38\|-0.14\|7.44\|7.59\|7.29\|190059;2026-08-21\|7.53\|2.03\|7.38\|7.54\|7.20\|240748;2026-08-24\|7.24\|-3.85\|7.51\|7.66\|7.12\|228361;2026-08-25\|7.25\|0.14\|7.11\|7.35\|7.00\|154928;2026-08-26\|7.28\|0.41\|7.25\|7.56\|7.20\|250993;2026-08-27\|7.40\|1.65\|7.21\|7.60\|7.21\|234347;2026-08-28\|7.39\|-0.14\|7.41\|7.63\|7.34\|278063;2026-08-31\|7.28\|-1.49\|7.41\|7.45\|7.11\|264788;2026-09-01\|7.25\|-0.41\|7.37\|7.55\|7.18\|244856;2026-09-02\|7.59\|4.69\|7.46\|7.66\|7.30\|452923;2026-09-03\|7.30\|-3.82\|7.52\|7.52\|7.10\|325892;2026-09-04\|7.36\|0.82\|7.23\|7.40\|7.17\|179022;2026-09-07\|7.83\|6.39\|7.28\|7.92\|7.25\|468948;2026-09-08\|7.64\|-2.43\|7.76\|7.98\|7.45\|424429;2026-09-09\|7.84\|2.62\|7.64\|7.97\|7.50\|357067
122004	新华社：房地产市场筑底回稳态势增强	AI应用+AI漫剧+火山引擎合作行业原因： 1、当地时间7月30日，OpenAI下调GPT-5.6部分模型价格，其中，GPT-5.6 Luna模型价格下调80%，GPT-5.6 Terra模型价格下调20%。 2、据国元国际7月22日研报，国内AI商业化进程加速，月之暗面发布2.8万亿参数开源模型Kimi K3，7月15日网信办发布7款手机端侧生成式AI服务备案信息，应用端价值有望重估。公司原因： 1、据2026年7月28日投资者关系活动记录表，公司控股子公司奇想无限与火山引擎生态深度合作，近期会上线火山专属版Agent，且奇想无限为火山引擎Seedance2.5的第一批合作方，将在模型发布后第一时间联调上线。 2、据2026年7月22日经营数据公告及2026年7月28日投资者关系活动记录表，公司新业务2026年上半年新签合同合计约9.74亿元，二季度环比增长约85%。新业务主要由子公司德芯智算与奇想无限经营。 3、据2025年年报，公司控股孙公司奇想无限聚焦AIGC驱动的精品漫剧及仿真人漫剧内容生产制作，自研AI智能体平台，已与红果、阅文等头部平台深度合作，其制作的漫剧在红果APP的6月AI剧新剧榜排名第二。	1、公司主营业务涵盖内装装饰工程、建筑幕墙工程、智能化工程、古建筑工程等； 2、控股孙公司奇想无限作为漫剧制作以及提出AIGC领域智能体一站式解决方案的团队，受邀参与火山引擎大模型游戏+漫剧 AI 工坊”广州企业沙龙。	2026-04-30\|55.32\|-0.56\|55.43\|57.29\|53.75\|93664;2026-05-06\|57.47\|3.89\|56.68\|58.60\|55.61\|88791;2026-05-07\|61.40\|6.84\|57.38\|62.11\|56.31\|86374;2026-05-08\|63.20\|2.93\|63.01\|66.17\|62.00\|99446;2026-05-11\|62.26\|-1.49\|63.77\|66.21\|60.35\|119153;2026-05-12\|56.03\|-10.01\|61.14\|62.30\|56.03\|78947;2026-05-13\|51.31\|-8.42\|53.51\|54.04\|50.45\|146665;2026-05-14\|48.25\|-5.96\|51.30\|52.20\|48.25\|111321;2026-05-15\|48.16\|-0.19\|48.79\|49.63\|46.50\|99187;2026-05-18\|49.16\|2.08\|48.10\|49.80\|46.90\|70167;2026-05-19\|48.90\|-0.53\|49.17\|49.88\|47.70\|47880;2026-05-20\|48.90\|0.00\|48.01\|50.28\|47.41\|54989;2026-05-21\|48.34\|-1.15\|49.01\|51.35\|47.99\|61327;2026-05-22\|50.24\|3.93\|48.26\|50.26\|48.01\|51701;2026-05-25\|54.00\|7.48\|51.24\|55.26\|48.62\|111635;2026-05-26\|48.60\|-10.00\|52.52\|52.52\|48.60\|59320;2026-05-27\|46.77\|-3.77\|48.60\|50.13\|46.50\|94235;2026-05-28\|45.22\|-3.31\|45.49\|47.00\|44.40\|80254;2026-05-29\|42.01\|-7.10\|46.12\|46.25\|41.39\|92566;2026-06-01\|43.33\|3.14\|42.44\|44.42\|42.01\|60386;2026-06-02\|41.90\|-3.30\|43.00\|43.46\|40.84\|36758;2026-06-03\|42.86\|2.29\|41.89\|43.97\|40.53\|53026;2026-06-04\|43.95\|2.54\|42.57\|44.00\|41.76\|42995;2026-06-05\|44.10\|0.34\|44.96\|44.96\|42.40\|41835;2026-06-08\|43.93\|-0.39\|41.45\|44.17\|41.45\|44803;2026-06-09\|41.94\|-4.53\|44.81\|45.10\|41.32\|51302;2026-06-10\|38.20\|-8.92\|42.00\|42.00\|38.19\|77112;2026-06-11\|39.38\|3.09\|39.00\|40.91\|38.20\|60929;2026-06-12\|39.44\|0.15\|38.60\|40.80\|38.60\|40528;2026-06-15\|41.24\|4.56\|39.44\|41.32\|39.37\|35019;2026-06-16\|43.03\|4.34\|41.24\|43.88\|40.80\|43954;2026-06-17\|42.18\|-1.98\|43.20\|44.45\|42.02\|40296;2026-06-18\|43.68\|3.56\|41.72\|45.27\|41.67\|54440;2026-06-22\|43.14\|-1.24\|44.95\|44.95\|42.00\|45614;2026-06-23\|42.93\|-0.49\|42.75\|44.39\|42.51\|31424;2026-06-24\|44.53\|3.73\|42.58\|46.13\|41.80\|60073;2026-06-25\|42.17\|-5.30\|44.53\|45.40\|42.02\|51417;2026-06-26\|41.95\|-0.52\|41.37\|42.79\|41.20\|28924;2026-06-29\|40.96\|-2.36\|41.95\|42.56\|39.27\|41209;2026-06-30\|41.49\|1.29\|41.30\|42.20\|40.37\|31510;2026-07-01\|43.20\|4.12\|41.77\|43.80\|40.85\|44097;2026-07-02\|43.45\|0.58\|42.61\|46.35\|42.29\|58699;2026-07-03\|44.19\|1.70\|43.78\|45.36\|43.46\|45447;2026-07-06\|44.39\|0.45\|44.19\|46.00\|43.83\|39275;2026-07-07\|43.80\|-1.33\|44.42\|44.42\|41.79\|41055;2026-07-08\|41.93\|-4.27\|43.64\|44.23\|41.70\|28612;2026-07-09\|42.14\|0.50\|41.93\|42.46\|39.93\|29445;2026-07-10\|43.50\|3.23\|42.60\|44.64\|41.90\|42160;2026-07-13\|39.11\|-9.99\|43.48\|43.48\|39.11\|42383;2026-07-14\|36.39\|-6.95\|38.15\|38.40\|35.20\|68949;2026-07-15\|37.37\|2.69\|36.40\|38.48\|35.57\|37365;2026-07-16\|36.21\|-3.10\|37.05\|38.17\|36.00\|28070;2026-07-17\|32.59\|-10.00\|36.21\|36.75\|32.59\|39360;2026-07-20\|30.50\|-6.41\|32.71\|33.44\|29.53\|54264;2026-07-21\|31.81\|4.30\|30.15\|31.85\|27.47\|53746;2026-07-22\|30.58\|-3.87\|32.07\|32.67\|30.10\|32268;2026-07-23\|30.64\|0.20\|30.86\|31.24\|30.00\|23160;2026-07-24\|30.13\|-1.66\|30.10\|31.34\|29.90\|20427;2026-07-27\|32.38\|7.47\|29.73\|32.48\|29.73\|35532;2026-07-28\|32.72\|1.05\|31.99\|33.94\|31.62\|34577;2026-07-29\|33.36\|1.96\|33.70\|35.20\|31.81\|50307;2026-07-30\|31.56\|-5.40\|33.54\|34.63\|30.50\|56843;2026-07-31\|34.72\|10.01\|31.94\|34.72\|31.94\|36109;2026-08-03\|34.36\|-1.04\|35.90\|37.48\|34.05\|92287;2026-08-04\|37.80\|10.01\|34.19\|37.80\|34.03\|79652;2026-08-05\|36.90\|-2.38\|37.80\|38.50\|36.45\|86598;2026-08-06\|37.21\|0.84\|36.90\|37.58\|35.92\|55649;2026-08-07\|40.93\|10.00\|37.18\|40.93\|35.22\|96598;2026-08-10\|39.08\|-4.52\|39.95\|39.95\|37.79\|93297;2026-08-11\|38.90\|-0.46\|38.74\|39.44\|37.80\|49674;2026-08-12\|39.13\|0.59\|38.89\|39.78\|38.50\|52204;2026-08-13\|38.31\|-2.10\|39.13\|39.83\|38.10\|38867;2026-08-14\|39.07\|1.98\|38.25\|39.60\|38.06\|33825;2026-08-17\|39.36\|0.74\|39.23\|39.49\|38.46\|37286;2026-08-18\|39.89\|1.35\|39.46\|40.20\|38.69\|33370;2026-08-19\|38.36\|-3.84\|38.75\|39.20\|37.30\|37931;2026-08-20\|39.27\|2.37\|38.57\|39.85\|38.50\|28401;2026-08-21\|39.27\|0.00\|39.27\|39.48\|37.58\|27045;2026-08-24\|38.67\|-1.53\|39.49\|39.49\|38.07\|23050;2026-08-25\|38.78\|0.28\|38.50\|39.20\|38.10\|26539;2026-08-26\|37.13\|-4.25\|38.75\|39.05\|36.86\|30348;2026-08-27\|37.06\|-0.19\|37.30\|37.70\|36.59\|23994;2026-08-28\|37.80\|2.00\|37.00\|39.22\|36.81\|40839;2026-08-31\|41.58\|10.00\|38.85\|41.58\|38.50\|92187;2026-09-01\|40.10\|-3.56\|43.00\|43.00\|40.09\|109023;2026-09-02\|39.07\|-2.57\|39.10\|40.24\|38.92\|60264;2026-09-03\|38.63\|-1.13\|39.14\|40.14\|37.56\|54991;2026-09-04\|38.36\|-0.70\|38.77\|40.14\|37.88\|49163;2026-09-07\|38.44\|0.21\|37.88\|38.75\|37.70\|30030;2026-09-08\|37.42\|-2.65\|38.63\|38.70\|37.12\|40224;2026-09-09\|38.05\|1.68\|37.14\|38.27\|36.88\|28687
122003	新华社：房地产市场筑底回稳态势增强	城市更新+轻资产运营+商业物业经营行业原因：据证券日报6月23日报道，中指研究院数据显示6月以来核心城市二手房市场延续修复态势，上海二手房价格已连续3个月环比上涨，市场供需关系出现边际改善。公司原因： 1、据2026年2月28日年报，公司深耕城市更新领域，致力于老旧物业的重新定位、设计改造、招商运营，是国内首家上市的轻资产存量资产运营商，截至2025年末在管项目67个，在管面积约132万平方米。 2、据2026年6月11日互动易，公司坚定看好城市更新赛道，在营项目多处于上海、北京、杭州、南京核心地段，通过深化以价换量、提升运营服务、组建专业化招商团队、推出HUB精装拎包入住办公产品等举措修复在管项目出租率。 3、据2026年2月28日年报，公司主营商办运营及物业管理，通过承租具有商业价值提升空间的城市老旧物业进行改造并招商运营，获取租金及物业管理等收入。	商用物业全价值链集成服务商；公司主营业务为城市老旧物业、低效存量商用物业的定位设计、改造、招商、运营和服务	2026-04-30\|8.65\|2.13\|8.59\|8.82\|8.47\|189389;2026-05-06\|8.64\|-0.12\|8.65\|8.89\|8.24\|198063;2026-05-07\|8.41\|-2.66\|8.61\|8.64\|8.37\|211444;2026-05-08\|8.26\|-1.78\|8.44\|8.51\|8.16\|181429;2026-05-11\|8.69\|5.21\|8.30\|8.89\|7.99\|217085;2026-05-12\|9.56\|10.01\|8.69\|9.56\|8.69\|272021;2026-05-13\|9.28\|-2.93\|9.52\|9.73\|9.20\|430095;2026-05-14\|9.06\|-2.37\|9.27\|9.44\|9.03\|201698;2026-05-15\|9.03\|-0.33\|8.96\|9.23\|8.82\|192139;2026-05-18\|8.93\|-1.11\|9.00\|9.07\|8.43\|134251;2026-05-19\|8.76\|-1.90\|9.00\|9.22\|8.64\|134672;2026-05-20\|9.02\|2.97\|8.80\|9.13\|8.67\|134906;2026-05-21\|8.76\|-2.88\|8.96\|9.35\|8.60\|161225;2026-05-22\|8.80\|0.46\|8.80\|9.20\|8.70\|113225;2026-05-25\|8.50\|-3.41\|8.82\|9.00\|8.27\|141841;2026-05-26\|8.23\|-3.18\|8.42\|8.49\|8.10\|135698;2026-05-27\|8.28\|0.61\|8.22\|8.39\|7.80\|174067;2026-05-28\|9.11\|10.02\|8.28\|9.11\|8.14\|130373;2026-05-29\|8.92\|-2.09\|9.11\|9.20\|8.70\|324119;2026-06-01\|9.23\|3.48\|8.65\|9.55\|8.60\|255975;2026-06-02\|9.19\|-0.43\|9.03\|9.28\|8.96\|159073;2026-06-03\|8.97\|-2.39\|9.13\|9.26\|8.85\|141427;2026-06-04\|8.56\|-4.57\|8.96\|9.09\|8.49\|118124;2026-06-05\|8.61\|0.58\|8.56\|8.75\|8.38\|96204;2026-06-08\|8.40\|-2.44\|8.40\|8.73\|8.33\|105524;2026-06-09\|8.30\|-1.19\|8.40\|8.54\|8.08\|101232;2026-06-10\|8.35\|0.60\|8.48\|8.50\|8.02\|85131;2026-06-11\|8.29\|-0.72\|8.27\|8.55\|8.12\|86981;2026-06-12\|8.39\|1.21\|8.46\|8.59\|8.23\|86521;2026-06-15\|8.30\|-1.07\|8.39\|8.59\|8.25\|119643;2026-06-16\|8.09\|-2.53\|8.29\|8.32\|7.95\|117687;2026-06-17\|8.04\|-0.62\|8.18\|8.18\|7.85\|85335;2026-06-18\|7.86\|-2.24\|7.97\|8.00\|7.80\|74476;2026-06-22\|7.26\|-7.63\|7.81\|7.82\|7.07\|202801;2026-06-23\|7.56\|4.13\|7.19\|7.58\|7.18\|120719;2026-06-24\|7.84\|3.70\|7.54\|8.30\|7.42\|192193;2026-06-25\|7.36\|-6.12\|7.93\|7.99\|7.33\|129168;2026-06-26\|7.36\|0.00\|7.29\|7.79\|7.26\|104002;2026-06-29\|7.70\|4.62\|7.48\|7.75\|7.27\|173668;2026-06-30\|7.40\|-3.90\|7.70\|7.95\|7.27\|128806;2026-07-01\|8.14\|10.00\|7.60\|8.14\|7.46\|180843;2026-07-02\|8.71\|7.00\|8.12\|8.85\|7.97\|276526;2026-07-03\|8.97\|2.99\|8.51\|9.02\|8.51\|185193;2026-07-06\|8.07\|-10.03\|8.48\|8.64\|8.07\|198740;2026-07-07\|8.14\|0.87\|7.85\|8.59\|7.85\|180527;2026-07-08\|8.00\|-1.72\|8.13\|8.30\|7.92\|101066;2026-07-09\|7.95\|-0.62\|8.01\|8.14\|7.82\|88018;2026-07-10\|8.68\|9.18\|7.93\|8.75\|7.89\|290047;2026-07-13\|8.78\|1.15\|8.65\|9.30\|8.60\|265401;2026-07-14\|8.93\|1.71\|8.95\|9.16\|8.52\|173422;2026-07-15\|9.07\|1.57\|8.90\|9.20\|8.78\|178259;2026-07-16\|8.68\|-4.30\|9.00\|9.15\|8.60\|133248;2026-07-17\|8.07\|-7.03\|8.63\|8.72\|7.81\|172288;2026-07-20\|7.51\|-6.94\|8.13\|8.18\|7.27\|182889;2026-07-21\|7.73\|2.93\|7.53\|7.76\|6.76\|210811;2026-07-22\|7.48\|-3.23\|7.68\|7.68\|7.27\|109021;2026-07-23\|7.92\|5.88\|7.48\|8.14\|7.38\|154044;2026-07-24\|7.71\|-2.65\|7.80\|7.93\|7.66\|82798;2026-07-27\|8.24\|6.87\|7.74\|8.25\|7.73\|98921;2026-07-28\|8.60\|4.37\|8.14\|8.65\|8.08\|146101;2026-07-29\|8.54\|-0.70\|8.57\|8.83\|8.46\|128789;2026-07-30\|8.73\|2.22\|8.54\|8.88\|8.52\|129896;2026-07-31\|9.60\|9.97\|8.70\|9.60\|8.70\|264060;2026-08-03\|10.56\|10.00\|9.99\|10.56\|9.89\|360413;2026-08-04\|10.18\|-3.60\|10.30\|10.44\|9.75\|594809;2026-08-05\|11.01\|8.15\|10.10\|11.10\|9.81\|447440;2026-08-06\|11.40\|3.54\|10.70\|11.42\|10.51\|340837;2026-08-07\|11.28\|-1.05\|11.37\|11.84\|11.11\|268978;2026-08-10\|11.58\|2.66\|11.02\|11.59\|10.69\|271781;2026-08-11\|11.80\|1.90\|11.58\|12.19\|11.40\|223897;2026-08-12\|12.31\|4.32\|11.80\|12.54\|11.66\|223600;2026-08-13\|13.16\|6.91\|12.36\|13.43\|12.36\|287938;2026-08-14\|11.84\|-10.03\|13.00\|13.60\|11.84\|401777;2026-08-17\|12.01\|1.44\|11.84\|12.15\|10.75\|423071;2026-08-18\|12.01\|0.00\|12.00\|12.19\|11.80\|244834;2026-08-19\|11.71\|-2.50\|11.85\|12.09\|11.59\|207243;2026-08-20\|11.46\|-2.13\|11.94\|12.35\|11.35\|190597;2026-08-21\|11.42\|-0.35\|11.48\|11.67\|11.15\|131031;2026-08-24\|11.27\|-1.31\|11.58\|11.69\|11.11\|177489;2026-08-25\|11.69\|3.73\|11.16\|11.72\|11.02\|153597;2026-08-26\|11.31\|-3.25\|11.75\|11.77\|11.23\|151116;2026-08-27\|11.36\|0.44\|11.22\|11.64\|11.22\|118260;2026-08-28\|11.76\|3.52\|11.35\|12.15\|11.33\|207859;2026-08-31\|11.21\|-4.68\|11.80\|11.80\|11.12\|153280;2026-09-01\|11.03\|-1.61\|11.01\|11.33\|10.94\|130151;2026-09-02\|11.10\|0.63\|11.01\|11.26\|10.71\|103446;2026-09-03\|10.90\|-1.80\|11.07\|11.34\|10.87\|107361;2026-09-04\|10.63\|-2.48\|10.96\|11.09\|10.57\|97514;2026-09-07\|10.80\|1.60\|10.62\|10.95\|10.51\|111711;2026-09-08\|10.53\|-2.50\|10.94\|10.95\|10.45\|98540;2026-09-09\|10.39\|-1.33\|10.60\|10.63\|10.29\|78240
122002	新华社：房地产市场筑底回稳态势增强	地产+北京国资+京津冀行业原因： 1、国家统计局3月16日发布2月70城房价数据，一线城市新房价格环比由降转平，北京、上海均上涨0.2%，环比上涨或持平城市数较上月增加9个，市场企稳信号增强。 2、据央行上海总部3月16日消息，上海将商业用房购房贷款最低首付比例降至30%，为十余年来首次调整，释放一线城市继续松绑信号。公司原因： 1、据2025年半年报，公司以房地产开发业务为主，主要从事北京、天津的房地产开发业务，经营模式为房地产开发。公司开发的房地产项目主要包括京能·龙湖·熙上、京能·西山印、北京城建京能·樾园、京能丨电建·洺悦湾、京能·丽墅、京能·天下川、金泰丽富嘉园、京能·雍清丽苑、京能·海语城、京能·西贤府等。 2、公司控股股东为北京能源集团有限责任公司，实际控制人为北京市国资委，具备国企背景。	实控人为北京国资委，主营房地产，公司大量的土地储备资产位于规划中的奥运村附近，自身介入的天元港国际中心项目地处北京涉外气氛最浓的区域	2026-04-30\|13.45\|0.82\|13.37\|13.96\|13.35\|195670;2026-05-06\|13.30\|-1.12\|13.69\|13.93\|13.25\|182586;2026-05-07\|13.81\|3.83\|13.37\|13.95\|13.01\|206643;2026-05-08\|14.33\|3.77\|13.74\|14.68\|13.68\|167715;2026-05-11\|14.50\|1.19\|14.48\|15.45\|14.34\|270810;2026-05-12\|14.90\|2.76\|14.47\|15.09\|14.31\|206716;2026-05-13\|14.96\|0.40\|14.76\|15.29\|13.90\|270284;2026-05-14\|15.74\|5.21\|14.95\|16.11\|14.78\|263553;2026-05-15\|16.05\|1.97\|15.50\|16.66\|15.47\|268477;2026-05-18\|15.23\|-5.11\|15.59\|16.01\|14.80\|226761;2026-05-19\|15.34\|0.72\|15.11\|15.42\|14.72\|146584;2026-05-20\|14.23\|-7.24\|15.30\|15.30\|14.20\|193717;2026-05-21\|14.65\|2.95\|14.51\|15.06\|14.35\|167371;2026-05-22\|15.78\|7.71\|14.76\|15.85\|14.76\|205847;2026-05-25\|16.45\|4.25\|15.79\|16.74\|15.78\|208805;2026-05-26\|16.21\|-1.46\|16.54\|17.88\|15.92\|230511;2026-05-27\|15.96\|-1.54\|16.01\|16.48\|15.76\|135662;2026-05-28\|15.66\|-1.88\|15.96\|15.99\|15.24\|118801;2026-05-29\|15.38\|-1.79\|15.85\|16.13\|15.19\|127706;2026-06-01\|14.30\|-7.02\|15.50\|15.72\|13.86\|231197;2026-06-02\|14.45\|1.05\|14.20\|14.58\|13.85\|161928;2026-06-03\|15.90\|10.03\|14.38\|15.90\|14.23\|186123;2026-06-04\|15.45\|-2.83\|16.43\|16.96\|15.16\|277065;2026-06-05\|14.74\|-4.60\|15.40\|15.40\|14.51\|145511;2026-06-08\|13.27\|-9.97\|14.20\|14.30\|13.27\|196795;2026-06-09\|12.39\|-6.63\|13.28\|13.70\|12.04\|343636;2026-06-10\|12.67\|2.26\|12.70\|12.82\|12.07\|191540;2026-06-11\|13.49\|6.47\|12.83\|13.60\|12.82\|221138;2026-06-12\|12.14\|-10.01\|12.14\|12.49\|12.14\|95596;2026-06-15\|10.93\|-9.97\|10.93\|10.93\|10.93\|14180;2026-06-16\|9.84\|-9.97\|9.84\|9.84\|9.84\|29300;2026-06-17\|10.35\|5.18\|9.55\|10.76\|9.55\|466769;2026-06-18\|9.80\|-5.31\|10.48\|11.39\|9.71\|525260;2026-06-22\|10.78\|10.00\|10.08\|10.78\|9.99\|277258;2026-06-23\|10.71\|-0.65\|10.90\|11.38\|10.70\|407175;2026-06-24\|10.55\|-1.49\|10.81\|11.09\|10.10\|264674;2026-06-25\|10.74\|1.80\|10.70\|10.83\|10.19\|173463;2026-06-26\|10.69\|-0.47\|10.71\|11.07\|10.50\|137728;2026-06-29\|9.71\|-9.17\|10.82\|11.03\|9.63\|201580;2026-06-30\|8.74\|-9.99\|9.98\|9.98\|8.74\|267447;2026-07-01\|8.35\|-4.46\|8.87\|9.29\|7.99\|479913;2026-07-02\|8.15\|-2.40\|8.13\|8.52\|7.94\|274688;2026-07-03\|8.11\|-0.49\|8.33\|8.50\|7.88\|266502;2026-07-06\|8.92\|9.99\|8.28\|8.92\|8.14\|248968;2026-07-07\|8.03\|-9.98\|9.00\|9.45\|8.03\|445261;2026-07-08\|7.47\|-6.97\|8.18\|8.18\|7.47\|320914;2026-07-09\|7.99\|6.96\|7.65\|8.09\|7.60\|307029;2026-07-10\|8.25\|3.25\|8.19\|8.38\|7.81\|240481;2026-07-13\|7.43\|-9.94\|8.30\|8.55\|7.43\|205829;2026-07-14\|7.75\|4.31\|7.55\|7.75\|7.20\|237108;2026-07-15\|7.60\|-1.94\|7.99\|7.99\|7.43\|156867;2026-07-16\|7.25\|-4.61\|7.46\|7.76\|7.25\|138369;2026-07-17\|6.65\|-8.28\|7.27\|7.30\|6.57\|215276;2026-07-20\|6.24\|-6.17\|6.81\|7.00\|6.12\|231530;2026-07-21\|6.36\|1.92\|6.10\|6.40\|5.62\|250661;2026-07-22\|6.29\|-1.10\|6.25\|6.64\|6.20\|192104;2026-07-23\|6.56\|4.29\|6.20\|6.59\|6.20\|140756;2026-07-24\|6.27\|-4.42\|6.62\|6.74\|6.25\|144788;2026-07-27\|6.62\|5.58\|6.23\|6.65\|6.15\|155515;2026-07-28\|6.41\|-3.17\|6.65\|6.77\|6.37\|134283;2026-07-29\|6.25\|-2.50\|6.31\|6.47\|6.12\|152805;2026-07-30\|5.94\|-4.96\|6.22\|6.39\|5.92\|116584;2026-07-31\|6.53\|9.93\|5.94\|6.53\|5.94\|91022;2026-08-03\|6.70\|2.60\|6.69\|6.81\|6.41\|249352;2026-08-04\|6.70\|0.00\|6.84\|6.86\|6.61\|151340;2026-08-05\|7.08\|5.67\|6.71\|7.12\|6.71\|168406;2026-08-06\|7.24\|2.26\|7.08\|7.30\|6.99\|142796;2026-08-07\|7.26\|0.28\|7.31\|7.35\|6.96\|119624;2026-08-10\|7.49\|3.17\|7.70\|7.78\|7.15\|188936;2026-08-11\|7.75\|3.47\|7.49\|7.89\|7.32\|199026;2026-08-12\|7.98\|2.97\|7.69\|8.43\|7.64\|344303;2026-08-13\|7.51\|-5.89\|7.89\|7.95\|7.48\|276166;2026-08-14\|7.31\|-2.66\|7.50\|7.51\|7.18\|175950;2026-08-17\|7.88\|7.80\|7.22\|8.00\|7.22\|228795;2026-08-18\|7.77\|-1.40\|7.96\|8.01\|7.67\|155136;2026-08-19\|7.28\|-6.31\|7.65\|7.74\|7.24\|137053;2026-08-20\|7.40\|1.65\|7.38\|7.56\|7.26\|115284;2026-08-21\|7.48\|1.08\|7.35\|7.59\|7.13\|106076;2026-08-24\|7.32\|-2.14\|7.38\|7.59\|7.13\|96339;2026-08-25\|7.73\|5.60\|7.23\|7.85\|7.16\|139225;2026-08-26\|7.42\|-4.01\|7.75\|7.77\|7.40\|146991;2026-08-27\|7.53\|1.48\|7.33\|7.59\|7.30\|115142;2026-08-28\|7.79\|3.45\|7.58\|7.98\|7.49\|137454;2026-08-31\|7.38\|-5.26\|7.88\|8.16\|7.28\|379432;2026-09-01\|7.33\|-0.68\|7.12\|7.45\|7.12\|203664;2026-09-02\|7.30\|-0.41\|7.28\|7.50\|7.00\|228794;2026-09-03\|7.10\|-2.74\|7.30\|7.32\|7.10\|124188;2026-09-04\|7.28\|2.54\|7.10\|7.71\|7.10\|249296;2026-09-07\|8.01\|10.03\|7.21\|8.01\|7.21\|235463;2026-09-08\|7.99\|-0.25\|7.98\|8.30\|7.91\|463186;2026-09-09\|7.60\|-4.88\|7.96\|8.05\|7.55\|320627
122001	新华社：房地产市场筑底回稳态势增强	旧梯更新+电梯+出口 1、据2026年5月7日及5月8日互动易，公司AI技术已实际应用于无接触呼梯、智能派梯、AI故障诊断知识库，并实现100%出厂电梯配置物联网功能，可进行运行状态实时监测与远程升级。 2、据2026年5月7日互动易及2025年年度报告，国家设备更新政策明确支持老旧小区旧梯更新，公司已将旧梯更新作为重要战略方向，积极争取政策红利，并视其为新的业务增长点。 3、据2025年8月28日及2026年4月22日公告，公司产品行销全球100多个国家和地区，境外设有6家子公司，高速电梯出口量连续13年居全国前列。	公司拥有乘客电梯、载货电梯、自动扶梯等全系列产品，产品行销全球60多个国家和地区	2026-04-30\|12.16\|1.33\|12.09\|12.45\|11.95\|115480;2026-05-06\|12.43\|2.22\|12.01\|12.63\|11.76\|121963;2026-05-07\|12.62\|1.53\|12.42\|12.90\|12.21\|101893;2026-05-08\|12.62\|0.00\|12.54\|12.68\|12.32\|84213;2026-05-11\|12.81\|1.51\|12.74\|13.16\|12.65\|104698;2026-05-12\|13.05\|1.87\|12.75\|13.37\|12.72\|127018;2026-05-13\|13.20\|1.15\|13.28\|13.40\|13.02\|82944;2026-05-14\|13.24\|0.30\|13.22\|13.56\|13.01\|101474;2026-05-15\|12.76\|-3.63\|13.29\|13.69\|12.67\|106764;2026-05-18\|12.93\|1.33\|12.70\|12.99\|12.53\|111602;2026-05-19\|12.56\|-2.86\|12.81\|13.16\|12.38\|75284;2026-05-20\|12.74\|1.43\|12.53\|13.20\|12.38\|95937;2026-05-21\|12.35\|-3.06\|12.75\|12.90\|12.20\|77306;2026-05-22\|12.78\|6.06\|12.09\|13.02\|12.09\|137930;2026-05-25\|12.32\|-3.60\|12.76\|12.90\|12.26\|77022;2026-05-26\|12.80\|3.90\|12.33\|13.00\|12.32\|129280;2026-05-27\|12.03\|-6.02\|12.74\|12.85\|11.95\|94941;2026-05-28\|11.81\|-1.83\|11.96\|12.03\|11.47\|85365;2026-05-29\|11.51\|-2.54\|11.84\|12.02\|11.45\|62878;2026-06-01\|12.08\|4.95\|11.43\|12.28\|11.40\|71527;2026-06-02\|11.84\|-1.99\|12.11\|12.18\|11.53\|41531;2026-06-03\|11.70\|-1.18\|11.90\|11.91\|11.60\|36429;2026-06-04\|11.48\|-1.88\|11.70\|11.82\|11.38\|29013;2026-06-05\|11.92\|3.83\|11.52\|12.37\|11.15\|77384;2026-06-08\|11.90\|-0.17\|11.81\|12.33\|11.53\|82536;2026-06-09\|11.66\|-2.02\|11.88\|12.13\|11.54\|67289;2026-06-10\|11.02\|-5.49\|11.50\|11.55\|10.92\|55774;2026-06-11\|10.78\|-2.18\|10.97\|11.39\|10.61\|44532;2026-06-12\|10.88\|0.93\|11.00\|11.17\|10.78\|48386;2026-06-15\|10.93\|0.46\|10.90\|11.16\|10.73\|51303;2026-06-16\|12.02\|9.97\|10.84\|12.02\|10.78\|89623;2026-06-17\|12.34\|2.66\|12.05\|13.21\|11.91\|197087;2026-06-18\|12.29\|-0.41\|12.28\|12.96\|12.15\|123591;2026-06-22\|13.00\|5.78\|12.25\|13.10\|12.13\|119506;2026-06-23\|13.68\|5.23\|12.91\|13.97\|12.81\|125596;2026-06-24\|13.72\|0.29\|13.52\|14.25\|13.46\|96421;2026-06-25\|14.15\|3.13\|13.81\|15.09\|13.71\|209335;2026-06-26\|14.04\|-0.78\|14.50\|14.68\|14.02\|107388;2026-06-29\|13.85\|-1.35\|14.01\|14.21\|13.45\|107158;2026-06-30\|14.21\|2.60\|13.91\|14.24\|13.68\|65966;2026-07-01\|14.51\|2.11\|14.20\|15.07\|14.08\|99374;2026-07-02\|14.19\|-2.21\|14.28\|14.65\|14.19\|71198;2026-07-03\|14.39\|1.41\|14.05\|14.66\|13.90\|70445;2026-07-06\|15.83\|10.01\|14.40\|15.83\|14.39\|52830;2026-07-07\|14.25\|-9.98\|16.90\|17.00\|14.25\|193347;2026-07-08\|13.50\|-5.26\|14.13\|14.55\|13.50\|123738;2026-07-09\|14.45\|7.04\|13.64\|14.52\|13.54\|99664;2026-07-10\|15.90\|10.03\|14.59\|15.90\|14.23\|85464;2026-07-13\|15.26\|-4.03\|15.98\|16.03\|15.03\|173258;2026-07-14\|16.19\|6.09\|15.44\|16.35\|14.68\|158271;2026-07-15\|16.37\|1.11\|16.29\|16.57\|15.84\|163896;2026-07-16\|16.20\|-1.04\|15.98\|16.70\|15.50\|143782;2026-07-17\|14.95\|-7.72\|16.45\|16.99\|14.84\|160813;2026-07-20\|14.59\|-2.41\|15.48\|16.38\|14.26\|156065;2026-07-21\|15.24\|4.46\|14.59\|15.36\|13.13\|171587;2026-07-22\|15.35\|0.72\|15.00\|15.78\|14.86\|119523;2026-07-23\|16.89\|10.03\|15.54\|16.89\|15.20\|89990;2026-07-24\|17.64\|4.44\|16.78\|17.65\|16.28\|236715;2026-07-27\|15.88\|-9.98\|16.10\|16.28\|15.88\|134683;2026-07-28\|15.41\|-2.96\|15.07\|16.56\|14.82\|173225;2026-07-29\|14.97\|-2.86\|15.04\|15.59\|14.61\|125582;2026-07-30\|13.47\|-10.02\|14.85\|15.72\|13.47\|151228;2026-07-31\|14.82\|10.02\|13.88\|14.82\|13.77\|210570;2026-08-03\|14.06\|-5.13\|15.45\|15.49\|13.70\|190189;2026-08-04\|14.76\|4.98\|14.34\|14.90\|13.79\|120458;2026-08-05\|15.50\|5.01\|14.78\|15.62\|14.62\|102092;2026-08-06\|16.13\|4.06\|15.50\|16.20\|15.24\|98286;2026-08-07\|16.79\|4.09\|16.13\|16.95\|15.60\|119189;2026-08-10\|17.00\|1.25\|16.50\|17.22\|15.83\|117192;2026-08-11\|16.18\|-4.82\|16.83\|16.95\|16.01\|99555;2026-08-12\|16.27\|0.56\|16.16\|16.99\|15.86\|95692;2026-08-13\|15.95\|-1.97\|16.46\|17.49\|15.70\|228364;2026-08-14\|17.55\|10.03\|15.86\|17.55\|15.70\|112574;2026-08-17\|17.10\|-2.56\|17.22\|17.27\|15.80\|338184;2026-08-18\|16.98\|-0.70\|17.10\|18.16\|16.52\|233373;2026-08-19\|16.52\|-2.71\|16.59\|17.38\|16.30\|155625;2026-08-20\|16.15\|-2.24\|16.59\|17.37\|16.11\|139180;2026-08-21\|16.31\|0.99\|16.11\|16.85\|15.72\|126750;2026-08-24\|16.35\|0.25\|16.15\|16.59\|15.65\|141377;2026-08-25\|16.50\|0.92\|16.20\|16.74\|15.88\|123798;2026-08-26\|15.85\|-3.94\|16.50\|16.62\|15.70\|127516;2026-08-27\|16.68\|5.24\|15.80\|16.79\|15.37\|162768;2026-08-28\|16.38\|-1.80\|16.62\|17.25\|16.30\|131888;2026-08-31\|16.10\|-1.71\|16.21\|16.32\|15.93\|67775;2026-09-01\|15.80\|-1.86\|16.02\|16.15\|15.76\|67906;2026-09-02\|15.35\|-2.85\|15.80\|15.80\|15.29\|55128;2026-09-03\|16.13\|5.08\|15.35\|16.57\|15.35\|100126;2026-09-04\|15.49\|-3.97\|16.29\|17.20\|15.40\|197198;2026-09-07\|15.62\|0.84\|15.50\|15.81\|15.28\|70424;2026-09-08\|15.70\|0.51\|15.60\|16.19\|15.40\|83892;2026-09-09\|16.12\|2.68\|15.68\|16.26\|15.58\|114060
122000		储能+再生铜+冶金工程行业原因： 6月12日，国际金价及金属价格反弹。据央视新闻报道，美国总统特朗普11日在社交媒体发文称，鉴于与伊朗的磋商已提交至伊朗最高领导层并获得批准，因此他已取消原定于当晚针对伊朗实施的打击与轰炸行动。公司原因： 1、据2026年4月29日年报，控股子公司联合立本成功切入储能电站开发建设赛道，实现向新型电力系统建设的转型升级。 2、据2026年4月29日年报，公司业务覆盖再生铜制造领域，旗下通山神雾正推进再生铜资源回收利用项目。 3、据2026年4月29日年报，公司旗下江苏院具备冶金行业甲级设计资质，主营冶金工程、节能环保等业务。	公司撤销退市风险警示	2026-04-30\|3.75\|-3.10\|4.06\|4.06\|3.68\|300075;2026-05-06\|3.74\|-0.27\|3.75\|3.89\|3.65\|190429;2026-05-07\|3.80\|1.60\|3.71\|3.83\|3.70\|119525;2026-05-08\|3.82\|0.53\|3.82\|3.96\|3.81\|150706;2026-05-11\|3.84\|0.52\|3.82\|3.87\|3.73\|141216;2026-05-12\|3.87\|0.78\|3.88\|3.92\|3.82\|100312;2026-05-13\|3.88\|0.26\|3.88\|3.97\|3.86\|137789;2026-05-14\|3.80\|-2.06\|3.89\|3.93\|3.78\|83052;2026-05-15\|3.75\|-1.32\|3.80\|3.84\|3.74\|80607;2026-05-18\|3.74\|-0.27\|3.81\|3.81\|3.70\|66313;2026-05-19\|3.73\|-0.27\|3.72\|3.76\|3.71\|54645;2026-05-20\|3.72\|-0.27\|3.74\|3.76\|3.68\|42326;2026-05-21\|3.70\|-0.54\|3.72\|3.75\|3.65\|55226;2026-05-22\|3.82\|3.24\|3.72\|3.82\|3.68\|62943;2026-05-25\|3.80\|-0.52\|3.84\|3.88\|3.77\|83680;2026-05-26\|3.78\|-0.53\|3.80\|3.83\|3.72\|58761;2026-05-27\|3.72\|-1.59\|3.79\|3.82\|3.71\|39528;2026-05-28\|3.74\|0.54\|3.72\|3.75\|3.69\|40884;2026-05-29\|3.71\|-0.80\|3.73\|3.78\|3.69\|36094;2026-06-01\|3.72\|0.27\|3.65\|3.74\|3.61\|37233;2026-06-02\|3.71\|-0.27\|3.75\|3.76\|3.68\|35483;2026-06-03\|3.52\|-5.12\|3.52\|3.52\|3.52\|9151;2026-06-04\|3.34\|-5.11\|3.34\|3.34\|3.34\|9743;2026-06-05\|3.44\|2.99\|3.17\|3.47\|3.17\|341251;2026-06-08\|3.27\|-4.94\|3.27\|3.38\|3.27\|156022;2026-06-09\|3.21\|-1.83\|3.29\|3.34\|3.16\|63216;2026-06-10\|3.05\|-4.98\|3.20\|3.27\|3.05\|87701;2026-06-11\|3.02\|-0.98\|3.05\|3.09\|2.97\|72037;2026-06-12\|3.17\|4.97\|3.09\|3.17\|3.07\|52055;2026-06-15\|3.07\|-3.15\|3.23\|3.23\|3.07\|85688;2026-06-16\|3.08\|0.33\|3.12\|3.12\|3.02\|48593;2026-06-17\|3.05\|-0.97\|3.09\|3.10\|3.05\|32603;2026-06-18\|3.01\|-1.31\|3.07\|3.07\|2.99\|42904;2026-06-22\|2.99\|-0.66\|3.06\|3.11\|2.96\|44615;2026-06-23\|2.94\|-1.67\|3.00\|3.05\|2.88\|43442;2026-06-24\|2.87\|-2.38\|2.93\|2.93\|2.83\|51658;2026-06-25\|2.74\|-4.53\|2.92\|2.92\|2.73\|69532;2026-06-26\|2.71\|-1.09\|2.70\|2.74\|2.63\|60549;2026-06-29\|2.59\|-4.43\|2.72\|2.77\|2.58\|47784;2026-06-30\|2.72\|5.02\|2.72\|2.72\|2.63\|78579;2026-07-01\|2.86\|5.15\|2.85\|2.86\|2.85\|20030;2026-07-02\|3.00\|4.90\|2.93\|3.00\|2.90\|71422;2026-07-03\|3.12\|4.00\|3.12\|3.14\|2.95\|88935;2026-07-06\|2.96\|-5.13\|3.16\|3.20\|2.95\|63966;2026-07-07\|2.87\|-3.04\|2.96\|2.98\|2.84\|49433;2026-07-08\|2.89\|0.70\|2.85\|2.97\|2.82\|43497;2026-07-09\|2.86\|-1.04\|2.89\|2.90\|2.84\|25982;2026-07-10\|2.89\|1.05\|2.86\|2.92\|2.78\|42983;2026-07-13\|2.99\|3.46\|2.88\|3.02\|2.83\|49916;2026-07-14\|2.89\|-3.34\|3.00\|3.02\|2.86\|37633;2026-07-15\|2.83\|-2.08\|2.84\|2.89\|2.82\|22943;2026-07-16\|2.80\|-1.06\|2.84\|2.94\|2.79\|31191;2026-07-17\|2.76\|-1.43\|2.83\|2.84\|2.73\|32730;2026-07-20\|2.67\|-3.26\|2.79\|2.79\|2.63\|33894;2026-07-21\|2.70\|1.12\|2.67\|2.72\|2.59\|23438;2026-07-22\|2.70\|0.00\|2.72\|2.73\|2.61\|9561;2026-07-23\|2.94\|8.89\|2.70\|2.96\|2.70\|50400;2026-07-24\|2.87\|-2.38\|3.10\|3.10\|2.83\|51472;2026-07-27\|2.93\|2.09\|2.93\|2.94\|2.87\|20765;2026-07-28\|2.91\|-0.68\|2.92\|3.00\|2.90\|11532;2026-07-30\|3.20\|9.97\|3.20\|3.20\|3.20\|6728;2026-07-31\|3.52\|10.00\|3.52\|3.52\|3.52\|78372;2026-08-03\|3.87\|9.94\|3.87\|3.87\|3.62\|674578;2026-08-04\|4.26\|10.08\|3.80\|4.26\|3.58\|959346;2026-08-05\|4.12\|-3.29\|4.13\|4.50\|3.95\|938621;2026-08-06\|3.76\|-8.74\|3.93\|4.02\|3.72\|769875;2026-08-07\|3.76\|0.00\|3.71\|3.87\|3.65\|526027;2026-08-10\|3.86\|2.66\|3.68\|3.87\|3.60\|529818;2026-08-11\|4.13\|6.99\|3.77\|4.25\|3.70\|872676;2026-08-12\|4.01\|-2.91\|3.95\|4.05\|3.85\|564674;2026-08-13\|3.74\|-6.73\|3.96\|4.00\|3.74\|472682;2026-08-14\|3.48\|-6.95\|3.72\|3.79\|3.41\|460156;2026-08-17\|3.48\|0.00\|3.45\|3.56\|3.37\|321931;2026-08-18\|3.37\|-3.16\|3.45\|3.47\|3.36\|250475;2026-08-19\|3.30\|-2.08\|3.35\|3.41\|3.28\|227005;2026-08-20\|3.40\|3.03\|3.36\|3.42\|3.30\|175018;2026-08-21\|3.51\|3.24\|3.39\|3.52\|3.33\|232795;2026-08-24\|3.45\|-1.71\|3.50\|3.54\|3.37\|196107;2026-08-25\|3.59\|4.06\|3.44\|3.72\|3.42\|265314;2026-08-26\|3.69\|2.79\|3.59\|3.73\|3.55\|282459;2026-08-27\|3.62\|-1.90\|3.65\|3.69\|3.60\|189381;2026-08-28\|3.63\|0.28\|3.63\|3.66\|3.60\|149413;2026-08-31\|3.64\|0.28\|3.60\|3.68\|3.57\|158498;2026-09-01\|3.69\|1.37\|3.64\|3.73\|3.64\|142523;2026-09-02\|3.70\|0.27\|3.70\|3.75\|3.65\|180712;2026-09-03\|3.61\|-2.43\|3.71\|3.74\|3.60\|135136;2026-09-04\|3.65\|1.11\|3.65\|3.72\|3.60\|147360;2026-09-07\|3.61\|-1.10\|3.69\|3.71\|3.61\|114625;2026-09-08\|3.66\|1.39\|3.60\|3.68\|3.60\|110406;2026-09-09\|3.64\|-0.55\|3.63\|3.68\|3.63\|69617
121999	两大MLCC龙头发出涨价函	被动电子元器件+TLVR电感+光模块上游行业原因： 1、半导体板块大幅反弹，板块内超80只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%，科创50指数午后大涨逾10%。 2、亚洲股市今日普遍反弹，韩国综合指数、日经225指数涨超3%。公司原因： 1、据2026年7月1日投资者关系活动记录表，公司TLVR拓扑结构产品主要用于AI服务器的xPU芯片，目前已实现批量化供应，在AI服务器功率持续提升的趋势下，其应用将进一步打开。 2、据2026年7月9日互动易，公司高频通信磁珠、功率电感等产品可用于光模块，其中磁性器件主要应用于供电和信号隔离。 3、据2025年年报，公司主要开发生产片式类电感，年交付电感远超千亿只，已成为在全球被动电子元器件领域具有技术领先和核心竞争优势的国际化企业。	国内被动电子元器件行业电感细分龙头企业；公司专注于片式电感、片式敏感器件（包括热敏电阻、压敏电阻和钽电容）、LTCC器件、传感器等新型片式被动电子元器件的研产销，是华为、小米手机电感的重要供应商	2026-04-30\|33.95\|-3.47\|34.20\|35.60\|33.34\|556159;2026-05-06\|34.61\|1.94\|34.37\|34.80\|33.90\|376337;2026-05-07\|36.64\|5.87\|34.88\|36.96\|34.34\|439294;2026-05-08\|37.09\|1.23\|36.35\|37.54\|36.08\|354266;2026-05-11\|37.31\|0.59\|37.54\|37.98\|37.12\|338473;2026-05-12\|37.20\|-0.29\|37.50\|37.68\|36.60\|294005;2026-05-13\|38.18\|2.63\|36.92\|38.52\|36.72\|387449;2026-05-14\|36.77\|-3.69\|38.39\|38.39\|36.77\|306332;2026-05-15\|35.63\|-3.10\|36.84\|37.44\|35.02\|293115;2026-05-18\|36.69\|2.98\|35.10\|37.66\|34.62\|430041;2026-05-19\|39.77\|8.39\|36.50\|39.96\|36.22\|636396;2026-05-20\|39.83\|0.15\|41.25\|41.25\|38.72\|512403;2026-05-21\|39.90\|0.18\|40.28\|42.15\|39.81\|561876;2026-05-22\|43.30\|8.52\|40.80\|43.52\|40.80\|572691;2026-05-25\|46.13\|6.54\|45.85\|46.86\|44.68\|695779;2026-05-26\|45.15\|-2.12\|45.32\|46.00\|44.09\|446150;2026-05-27\|48.60\|7.64\|45.55\|49.49\|45.52\|667086;2026-05-28\|49.00\|0.82\|48.63\|50.29\|47.52\|529482;2026-05-29\|50.35\|2.76\|52.41\|52.88\|48.88\|624180;2026-06-01\|46.50\|-7.65\|48.85\|50.33\|46.00\|730369;2026-06-02\|48.85\|5.05\|46.00\|49.82\|45.91\|551814;2026-06-03\|47.80\|-2.15\|48.65\|48.87\|47.03\|435052;2026-06-04\|50.55\|5.75\|47.00\|51.11\|46.84\|574963;2026-06-05\|55.61\|10.01\|51.20\|55.61\|48.80\|811177;2026-06-08\|55.66\|0.09\|54.00\|59.50\|53.96\|1270878;2026-06-09\|61.23\|10.01\|58.00\|61.23\|56.70\|971315;2026-06-10\|58.30\|-4.79\|58.50\|61.69\|57.16\|737005;2026-06-11\|55.63\|-4.58\|57.80\|58.91\|54.33\|646750;2026-06-12\|56.16\|0.95\|57.30\|59.09\|55.44\|613371;2026-06-15\|61.30\|9.15\|57.86\|61.78\|57.20\|625502;2026-06-16\|61.29\|-0.02\|62.00\|62.80\|58.80\|652075;2026-06-17\|66.52\|8.53\|59.99\|67.42\|59.99\|718036;2026-06-18\|71.16\|6.98\|65.85\|72.24\|65.00\|522840;2026-06-22\|73.44\|3.20\|74.97\|75.50\|70.88\|579694;2026-06-23\|66.10\|-9.99\|72.20\|72.50\|66.10\|563728;2026-06-24\|67.78\|2.54\|65.10\|68.94\|64.21\|553747;2026-06-25\|71.19\|5.03\|67.90\|71.48\|66.78\|518970;2026-06-26\|68.82\|-3.33\|68.80\|71.18\|67.67\|397059;2026-06-29\|74.74\|8.60\|70.72\|75.70\|70.70\|742039;2026-06-30\|73.10\|-2.19\|75.07\|75.40\|70.40\|610367;2026-07-01\|74.60\|2.05\|75.85\|79.72\|73.04\|577861;2026-07-02\|67.52\|-9.49\|70.00\|72.88\|67.14\|535842;2026-07-03\|64.87\|-3.92\|66.69\|68.37\|64.55\|521582;2026-07-06\|61.03\|-5.92\|66.05\|66.40\|59.95\|551678;2026-07-07\|61.14\|0.18\|60.70\|62.94\|59.02\|366100;2026-07-08\|56.05\|-8.33\|61.50\|62.49\|55.60\|623704;2026-07-09\|58.48\|4.34\|57.50\|58.74\|55.15\|404600;2026-07-10\|54.11\|-7.47\|59.00\|60.08\|54.00\|451049;2026-07-13\|48.93\|-9.57\|53.65\|53.88\|48.70\|652154;2026-07-14\|50.55\|3.31\|49.10\|51.58\|47.50\|490340;2026-07-15\|47.75\|-5.54\|51.23\|52.23\|46.96\|412495;2026-07-16\|44.87\|-6.03\|47.44\|47.74\|44.20\|382520;2026-07-17\|42.31\|-5.71\|44.88\|45.22\|40.90\|511950;2026-07-20\|38.08\|-10.00\|43.25\|44.35\|38.08\|516190;2026-07-21\|41.89\|10.01\|38.95\|41.89\|36.71\|428423;2026-07-22\|43.84\|4.66\|43.97\|45.71\|42.86\|708495;2026-07-23\|43.44\|-0.91\|43.78\|45.97\|43.02\|476779;2026-07-24\|42.11\|-3.06\|42.36\|43.19\|41.40\|297175;2026-07-27\|45.19\|7.31\|42.11\|45.69\|41.44\|407177;2026-07-28\|41.68\|-7.77\|43.52\|44.09\|41.10\|371489;2026-07-29\|43.15\|3.53\|41.06\|43.50\|40.50\|496071;2026-07-30\|40.10\|-7.07\|42.79\|44.13\|39.04\|523110;2026-07-31\|42.80\|6.73\|43.00\|44.11\|42.71\|662838;2026-08-03\|43.51\|1.66\|43.20\|44.41\|42.50\|490182;2026-08-04\|47.23\|8.55\|44.32\|47.25\|42.93\|526807;2026-08-05\|49.60\|5.02\|46.00\|51.31\|45.50\|532654;2026-08-06\|48.48\|-2.26\|48.52\|49.83\|47.11\|377518;2026-08-07\|49.79\|2.70\|47.71\|50.07\|46.83\|398985;2026-08-10\|48.10\|-3.39\|49.78\|49.78\|46.53\|369497;2026-08-11\|49.78\|3.49\|47.12\|52.46\|47.10\|467786;2026-08-12\|50.00\|0.44\|50.08\|50.24\|48.89\|260174;2026-08-13\|48.90\|-2.20\|50.51\|51.99\|48.74\|337445;2026-08-14\|52.21\|6.77\|49.59\|52.39\|48.74\|409745;2026-08-17\|52.79\|1.11\|52.28\|53.64\|50.60\|440473;2026-08-18\|51.93\|-1.63\|52.68\|54.10\|50.71\|352657;2026-08-19\|47.41\|-8.70\|50.00\|51.38\|47.04\|453715;2026-08-20\|48.41\|2.11\|48.25\|49.60\|47.37\|268684;2026-08-21\|49.94\|3.16\|48.54\|50.38\|47.95\|257246;2026-08-24\|47.66\|-4.57\|50.00\|50.00\|46.07\|276105;2026-08-25\|47.49\|-0.36\|47.00\|48.23\|45.76\|206725;2026-08-26\|46.89\|-1.26\|47.00\|47.84\|46.00\|213840;2026-08-27\|48.26\|2.92\|47.25\|48.84\|46.85\|256879;2026-08-28\|49.15\|1.84\|48.55\|50.82\|47.91\|320769;2026-08-31\|50.05\|1.83\|47.35\|50.21\|47.35\|313883;2026-09-01\|46.50\|-7.09\|49.94\|50.05\|46.39\|347624;2026-09-02\|45.68\|-1.76\|45.80\|46.40\|45.10\|187246;2026-09-03\|45.79\|0.24\|46.02\|46.80\|44.87\|209929;2026-09-04\|44.49\|-2.84\|45.95\|46.65\|44.06\|195188;2026-09-07\|48.94\|10.00\|44.89\|48.94\|44.80\|420272;2026-09-08\|48.10\|-1.72\|49.55\|49.89\|47.66\|264028;2026-09-09\|47.74\|-0.75\|48.20\|48.99\|47.21\|205134
121998	两大MLCC龙头发出涨价函	MLCC镍粉+AI算力+扩产行业原因：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6月8日投资者关系活动记录表，AI技术发展带动MLCC行业转向AI基础设施与汽车电子驱动，AI服务器对超高容、高可靠性MLCC需求激增，进而对上游原材料镍粉提出更高性能要求，公司镍粉主要应用于MLCC并广泛用于AI硬件等领域。 2、据2026年4月29日公告，公司拟以子公司广豫储能投资建设“年产640吨超细金属粉体材料项目”，计划投资约1.2亿元，紧抓人工智能、汽车电子及光伏低银化/无银化发展机遇。 3、据2026年4月20日年报及2026年6月8日投资者关系活动记录表，公司主营电子专用高端金属粉体材料，产品包括镍粉、铜粉、银包覆粉体等，是国产MLCC镍粉龙头，2025年营收11.5亿元同比增长21.8%。	公司是全球领先、国内唯一的小粒径纳米镍粉生产商、国内MLCC镍粉市场领军企业，银包铜粉已批量用于光伏HJT电池低温浆料	2026-04-30\|131.58\|10.00\|119.70\|131.58\|119.70\|164131;2026-05-06\|130.00\|-1.20\|138.00\|139.00\|127.20\|162507;2026-05-07\|130.04\|0.03\|130.10\|132.00\|126.78\|101528;2026-05-08\|134.30\|3.28\|129.00\|137.60\|127.80\|97289;2026-05-11\|137.96\|2.73\|135.40\|142.50\|134.30\|127522;2026-05-12\|134.67\|-2.38\|138.94\|139.80\|132.23\|72222;2026-05-13\|129.50\|-3.84\|133.48\|133.89\|126.16\|147330;2026-05-14\|121.25\|-6.37\|128.82\|129.97\|120.60\|129855;2026-05-15\|123.00\|1.44\|121.49\|126.00\|119.98\|93587;2026-05-18\|117.99\|-4.07\|120.49\|122.60\|116.61\|114748;2026-05-19\|129.79\|10.00\|117.41\|129.79\|113.75\|216770;2026-05-20\|137.45\|5.90\|132.39\|138.59\|128.50\|177606;2026-05-21\|139.36\|1.39\|140.00\|148.90\|138.50\|183576;2026-05-22\|153.30\|10.00\|150.96\|153.30\|148.00\|98850;2026-05-25\|166.87\|8.85\|168.63\|168.63\|163.67\|274676;2026-05-26\|159.50\|-4.42\|162.20\|168.19\|155.68\|200320;2026-05-27\|165.86\|3.99\|162.69\|172.80\|158.01\|210014;2026-05-28\|182.45\|10.00\|175.00\|182.45\|171.40\|191321;2026-05-29\|178.33\|-2.26\|185.62\|189.01\|176.00\|188893;2026-06-01\|178.78\|0.25\|180.93\|193.58\|178.18\|215348;2026-06-02\|190.64\|6.63\|180.00\|194.58\|170.08\|214223;2026-06-03\|190.05\|-0.31\|193.69\|195.60\|185.70\|171593;2026-06-04\|188.00\|-1.08\|186.63\|198.67\|184.08\|160208;2026-06-05\|178.41\|-5.10\|183.55\|187.55\|175.08\|160278;2026-06-08\|173.00\|-3.03\|166.80\|181.00\|165.96\|161298;2026-06-09\|190.30\|10.00\|178.00\|190.30\|174.00\|131068;2026-06-10\|194.00\|1.94\|192.70\|196.60\|185.10\|167443;2026-06-11\|181.00\|-6.70\|192.00\|200.80\|178.00\|167727;2026-06-12\|177.01\|-2.20\|187.30\|192.58\|176.30\|151035;2026-06-15\|194.71\|10.00\|184.00\|194.71\|182.88\|109085;2026-06-16\|213.00\|9.39\|200.00\|214.18\|196.60\|154352;2026-06-17\|210.28\|-1.28\|210.00\|215.99\|199.98\|194113;2026-06-18\|231.31\|10.00\|210.19\|231.31\|205.90\|98832;2026-06-22\|245.89\|6.30\|241.05\|247.49\|231.35\|176449;2026-06-23\|224.00\|-8.90\|238.00\|238.00\|221.30\|161405;2026-06-24\|224.50\|0.22\|223.16\|232.76\|220.01\|121343;2026-06-25\|246.84\|10.00\|225.40\|246.84\|222.50\|76329;2026-06-26\|264.00\|6.95\|255.00\|271.52\|254.00\|199845;2026-06-29\|279.50\|5.87\|273.84\|290.30\|266.00\|180684;2026-06-30\|271.30\|-2.93\|288.88\|296.30\|264.10\|149586;2026-07-01\|273.46\|0.80\|270.00\|285.73\|268.97\|120933;2026-07-02\|246.11\|-10.00\|254.00\|264.00\|246.11\|124296;2026-07-03\|238.10\|-3.25\|234.59\|251.40\|224.66\|129184;2026-07-06\|218.74\|-8.13\|239.59\|244.40\|217.86\|126049;2026-07-07\|212.53\|-2.84\|219.84\|222.50\|207.80\|111864;2026-07-08\|202.80\|-4.58\|215.00\|223.10\|202.03\|97722;2026-07-09\|206.95\|2.05\|208.00\|212.00\|189.01\|176880;2026-07-10\|199.75\|-3.48\|213.00\|225.00\|199.00\|147860;2026-07-13\|183.99\|-7.89\|190.00\|200.65\|180.50\|154418;2026-07-14\|196.30\|6.69\|185.50\|197.18\|181.24\|125086;2026-07-15\|184.47\|-6.03\|202.99\|206.58\|182.25\|101542;2026-07-16\|166.02\|-10.00\|179.92\|183.44\|166.02\|140075;2026-07-17\|149.42\|-10.00\|166.02\|167.17\|149.42\|142739;2026-07-20\|134.48\|-10.00\|152.00\|153.00\|134.48\|109511;2026-07-21\|147.93\|10.00\|133.04\|147.93\|121.03\|200075;2026-07-22\|145.02\|-1.97\|148.76\|158.86\|143.10\|162855;2026-07-23\|146.41\|0.96\|149.83\|159.52\|144.00\|168899;2026-07-24\|137.87\|-5.83\|142.88\|146.87\|137.62\|134124;2026-07-27\|151.66\|10.00\|140.64\|151.66\|138.09\|135744;2026-07-28\|136.49\|-10.00\|150.66\|151.68\|136.49\|124199;2026-07-29\|144.58\|5.93\|136.50\|146.66\|135.71\|217930;2026-07-30\|133.12\|-7.93\|144.65\|150.60\|130.26\|212340;2026-07-31\|136.27\|2.37\|146.43\|146.43\|135.12\|218268;2026-08-03\|131.10\|-3.79\|134.91\|138.92\|128.80\|139046;2026-08-04\|143.32\|9.32\|133.31\|144.21\|126.55\|193897;2026-08-05\|157.65\|10.00\|141.25\|157.65\|141.00\|145177;2026-08-06\|163.82\|3.91\|160.00\|165.00\|155.98\|216082;2026-08-07\|163.97\|0.09\|163.81\|169.30\|156.53\|224128;2026-08-10\|173.99\|6.11\|165.99\|176.07\|159.72\|195901;2026-08-11\|172.16\|-1.05\|170.00\|191.16\|170.00\|216643;2026-08-12\|168.80\|-1.95\|172.00\|173.88\|164.77\|172653;2026-08-13\|167.48\|-0.78\|172.30\|178.16\|165.89\|166791;2026-08-14\|168.55\|0.64\|168.25\|171.78\|164.00\|137768;2026-08-17\|175.66\|4.22\|168.55\|177.00\|166.60\|146687;2026-08-18\|169.15\|-3.71\|175.68\|179.00\|166.59\|165203;2026-08-19\|152.24\|-10.00\|159.37\|162.56\|152.24\|127428;2026-08-20\|148.02\|-2.77\|150.72\|153.29\|146.19\|158727;2026-08-21\|153.80\|3.90\|148.01\|154.80\|145.88\|115818;2026-08-24\|147.54\|-4.07\|153.50\|156.49\|142.82\|104234;2026-08-25\|147.55\|0.01\|144.92\|150.30\|138.88\|92717;2026-08-26\|146.56\|-0.67\|148.50\|150.50\|144.36\|61419;2026-08-27\|153.64\|4.83\|149.21\|153.80\|145.69\|97607;2026-08-28\|152.24\|-0.91\|153.77\|159.13\|152.00\|100131;2026-08-31\|149.34\|-1.90\|145.00\|150.02\|141.80\|138713;2026-09-01\|141.08\|-5.53\|149.18\|149.22\|139.00\|109242;2026-09-02\|139.01\|-1.47\|139.33\|141.13\|137.26\|77561;2026-09-03\|139.80\|0.57\|141.16\|142.88\|137.90\|73148;2026-09-04\|133.24\|-4.69\|142.00\|142.80\|131.94\|88794;2026-09-07\|137.20\|2.97\|133.90\|138.38\|133.05\|120809;2026-09-08\|134.88\|-1.69\|137.32\|139.25\|133.86\|78475;2026-09-09\|133.56\|-0.98\|136.02\|138.39\|132.44\|74069
121997	两大MLCC龙头发出涨价函	AI服务器电源+超级电容+浙江国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月26日投资者关系管理信息，公司产品在服务器电源上的应用已全面铺开，较大规模应用并取得良好评价，2026年将是公司在该领域规模发展的元年，已取得批量订单；据2026年4月29日投资者关系管理信息，超级电容已深度受益于服务器UPS、数据中心供电升级趋势，2026年已取得千万级营收。 2、公司是国内少数同时布局铝电解电容、薄膜电容、超级电容三大产品线并实现上游材料一体化的平台型企业，2025年超级电容营业收入3.52亿元，同比增长52.51%。 3、据2025年年度报告，公司最终控制人为浙江省人民政府国有资产监督管理委员会，属于国有企业。 4、据国泰海通证券2026年6月21日研报，首次覆盖给予“增持”评级，认为公司受益于AI电源升级，电容进入量价齐升爆发周期，预计2026-2028年归母净利润分别为11.00/19.06/29.13亿元。	国内唯一、全球少数几家在铝电解电容器、薄膜电容器、超级电容器三大类电容器同时研产销的公司，而且是品种最齐全、产业链最完整的企业	2026-04-30\|38.35\|0.45\|38.46\|38.99\|37.70\|501909;2026-05-06\|40.43\|5.42\|39.67\|41.67\|38.64\|583209;2026-05-07\|44.00\|8.83\|40.70\|44.47\|40.50\|504277;2026-05-08\|43.14\|-1.95\|43.80\|43.95\|42.38\|323451;2026-05-11\|46.13\|6.93\|43.95\|47.02\|43.50\|465389;2026-05-12\|44.35\|-3.86\|46.54\|46.54\|42.51\|620075;2026-05-13\|47.29\|6.63\|44.05\|48.52\|43.45\|459117;2026-05-14\|45.90\|-2.94\|48.10\|48.31\|44.98\|407965;2026-05-15\|48.66\|6.01\|46.50\|49.55\|45.40\|651058;2026-05-18\|53.35\|9.64\|51.31\|53.53\|48.83\|747482;2026-05-19\|58.69\|10.01\|52.39\|58.69\|51.60\|606968;2026-05-20\|58.60\|-0.15\|59.87\|59.99\|57.06\|580919;2026-05-21\|55.51\|-5.27\|58.46\|58.90\|55.00\|480568;2026-05-22\|60.50\|8.99\|58.00\|61.06\|56.33\|582264;2026-05-25\|61.91\|2.33\|63.00\|63.73\|58.96\|595515;2026-05-26\|61.45\|-0.74\|61.91\|63.00\|59.32\|395371;2026-05-27\|67.60\|10.01\|67.60\|67.60\|67.60\|140062;2026-05-28\|74.07\|9.99\|72.01\|74.07\|71.36\|222347;2026-05-29\|77.85\|5.10\|81.48\|81.48\|76.05\|1069307;2026-06-01\|79.15\|1.67\|77.85\|82.50\|75.10\|844612;2026-06-02\|83.46\|5.45\|77.28\|86.10\|76.30\|685074;2026-06-03\|87.59\|4.95\|84.42\|90.90\|81.00\|611987;2026-06-04\|96.35\|10.00\|89.00\|96.35\|89.00\|366399;2026-06-05\|90.00\|-6.59\|92.01\|95.00\|88.48\|830858;2026-06-08\|83.62\|-7.09\|88.39\|89.00\|83.22\|801229;2026-06-09\|91.98\|10.00\|84.73\|91.98\|80.00\|642122;2026-06-10\|87.60\|-4.76\|90.93\|92.80\|85.50\|549961;2026-06-11\|82.80\|-5.48\|87.41\|90.00\|81.30\|526312;2026-06-12\|81.25\|-1.87\|87.50\|87.79\|80.00\|546742;2026-06-15\|86.73\|6.74\|83.66\|88.11\|82.50\|465693;2026-06-16\|95.40\|10.00\|88.29\|95.40\|87.33\|495743;2026-06-17\|104.93\|9.99\|97.12\|104.94\|97.01\|613007;2026-06-18\|108.06\|2.98\|104.01\|111.11\|104.01\|509023;2026-06-22\|105.00\|-2.83\|108.44\|112.00\|100.18\|654251;2026-06-23\|94.50\|-10.00\|103.00\|103.00\|94.50\|566574;2026-06-24\|100.93\|6.80\|94.78\|102.85\|94.53\|565500;2026-06-25\|111.02\|10.00\|104.86\|111.02\|104.02\|213364;2026-06-26\|109.00\|-1.82\|113.01\|115.44\|107.66\|583437;2026-06-29\|106.00\|-2.75\|110.35\|114.50\|103.10\|533187;2026-06-30\|105.00\|-0.94\|104.59\|108.68\|101.00\|371366;2026-07-01\|106.66\|1.58\|106.50\|113.18\|104.00\|374813;2026-07-02\|98.66\|-7.50\|99.00\|102.97\|96.15\|443297;2026-07-03\|97.96\|-0.71\|98.51\|104.37\|95.88\|378618;2026-07-06\|96.41\|-1.58\|97.96\|105.00\|96.26\|422463;2026-07-07\|88.53\|-8.17\|95.75\|95.97\|87.52\|580266;2026-07-08\|83.68\|-5.48\|90.51\|91.60\|83.22\|403873;2026-07-09\|90.54\|8.20\|86.94\|90.63\|82.35\|447999;2026-07-10\|86.70\|-4.24\|93.00\|96.30\|85.80\|392791;2026-07-13\|78.35\|-9.63\|85.66\|86.40\|78.03\|470069;2026-07-14\|86.19\|10.01\|79.76\|86.19\|78.66\|391846;2026-07-15\|87.86\|1.94\|91.02\|93.68\|86.93\|593531;2026-07-16\|81.42\|-7.33\|84.18\|86.16\|79.21\|483317;2026-07-17\|73.28\|-10.00\|79.37\|80.00\|73.28\|414365;2026-07-20\|65.95\|-10.00\|73.90\|76.00\|65.95\|435483;2026-07-21\|72.55\|10.01\|66.00\|72.55\|60.83\|572738;2026-07-22\|71.01\|-2.12\|72.55\|76.43\|69.45\|516348;2026-07-23\|66.42\|-6.46\|72.28\|74.80\|66.04\|432517;2026-07-24\|63.59\|-4.26\|63.10\|68.15\|62.77\|383475;2026-07-27\|69.95\|10.00\|63.48\|69.95\|62.86\|406263;2026-07-28\|62.96\|-9.99\|68.70\|68.70\|62.96\|314122;2026-07-29\|61.40\|-2.48\|60.45\|64.70\|58.20\|560028;2026-07-30\|55.50\|-9.61\|60.77\|62.84\|55.26\|604846;2026-07-31\|58.71\|5.78\|59.82\|61.05\|58.40\|562367;2026-08-03\|53.92\|-8.16\|56.86\|58.99\|53.35\|470863;2026-08-04\|59.31\|10.00\|54.28\|59.31\|53.85\|427829;2026-08-05\|64.24\|8.31\|58.46\|65.24\|57.62\|577845;2026-08-06\|65.09\|1.32\|62.00\|66.07\|61.04\|426091;2026-08-07\|67.58\|3.83\|64.77\|69.34\|64.04\|573738;2026-08-10\|66.11\|-2.18\|69.00\|70.43\|63.57\|464339;2026-08-11\|65.60\|-0.77\|64.20\|69.89\|62.88\|533728;2026-08-12\|65.23\|-0.56\|65.50\|67.16\|63.68\|380555;2026-08-13\|66.61\|2.12\|68.49\|71.75\|66.50\|546591;2026-08-14\|69.79\|4.77\|69.01\|71.70\|66.94\|643481;2026-08-17\|69.95\|0.23\|69.50\|69.96\|66.60\|579696;2026-08-18\|67.41\|-3.63\|72.05\|72.45\|66.00\|647046;2026-08-19\|60.67\|-10.00\|64.05\|64.85\|60.67\|494299;2026-08-20\|59.97\|-1.15\|61.28\|61.97\|58.60\|493374;2026-08-21\|64.33\|7.27\|59.70\|64.53\|59.11\|532480;2026-08-24\|59.50\|-7.51\|64.23\|65.46\|57.91\|512915;2026-08-25\|60.03\|0.89\|59.48\|61.00\|56.87\|337505;2026-08-26\|59.59\|-0.73\|60.05\|60.50\|58.00\|257573;2026-08-27\|62.10\|4.21\|61.00\|62.89\|59.52\|352423;2026-08-28\|60.80\|-2.09\|62.10\|64.55\|60.70\|373098;2026-08-31\|63.40\|4.28\|58.82\|63.67\|58.02\|439223;2026-09-01\|59.46\|-6.21\|68.23\|69.74\|59.31\|692046;2026-09-02\|55.87\|-6.04\|58.11\|58.90\|55.00\|550645;2026-09-03\|57.95\|3.72\|56.68\|59.16\|56.20\|423067;2026-09-04\|56.32\|-2.81\|59.45\|60.52\|55.67\|369515;2026-09-07\|61.95\|10.00\|59.20\|61.95\|57.95\|606436;2026-09-08\|59.60\|-3.79\|64.12\|64.50\|59.38\|588770;2026-09-09\|58.95\|-1.09\|60.01\|61.61\|58.50\|340220
121996	两大MLCC龙头发出涨价函	MLCC涨价+投资建厂+存储芯片测试行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年6月4日及6月2日互动易，鉴于市场环境变化，公司MLCC产品已实施价格调整；公司电子元器件业务产线整体产能利用率处于较高水平，伴随下游客户逐步认证放量及行业产品价格回暖，产品毛利率有望局部改善。 2、据2026年6月5日公告，公司拟联合竞买深圳市龙华区一地块，投资建设高端半导体及自动化设备研发生产基地项目，投资总额预计不超过3亿元。 3、据2026年5月15日互动易，公司2025年度在研项目包括CP及FT自动分选测试技术，拟研发面向存储芯片晶圆Die及颗粒的自动化测试分选设备，实现芯片好坏等级精准分选并定位物理损坏位置，适配DDR4/DDR5迭代需求，满足AI算力增长带动的市场测试需求。	1、公司生产的电子元器件产品主要为片式多层陶瓷电容器（MLCC），此外业务涉及PCBA插损检测设备等自动化设备； 2、公司正研发面向DDR4/DDR5存储芯片的FT/CP自动分选测试设备，满足AI算力带动的测试需求；新凯来与上海宇量昇都为公司客户	2026-04-30\|25.25\|1.41\|24.92\|25.40\|24.92\|82001;2026-05-06\|26.33\|4.28\|25.60\|26.58\|25.39\|143269;2026-05-07\|27.75\|5.39\|26.33\|28.65\|26.25\|266858;2026-05-08\|28.25\|1.80\|27.50\|28.50\|27.09\|235458;2026-05-11\|28.35\|0.35\|28.50\|28.80\|27.89\|193814;2026-05-12\|28.58\|0.81\|28.60\|29.39\|27.66\|233188;2026-05-13\|28.15\|-1.50\|27.92\|28.37\|27.71\|157086;2026-05-14\|27.71\|-1.56\|28.52\|28.66\|27.56\|149675;2026-05-15\|28.51\|2.89\|27.56\|29.36\|27.38\|220234;2026-05-18\|28.35\|-0.56\|28.00\|28.76\|27.51\|131219;2026-05-19\|30.30\|6.88\|28.07\|30.38\|27.76\|307663;2026-05-20\|36.36\|20.00\|33.04\|36.36\|32.52\|629801;2026-05-21\|35.70\|-1.82\|34.19\|37.20\|33.90\|778731;2026-05-22\|42.84\|20.00\|36.00\|42.84\|36.00\|829880;2026-05-25\|43.03\|0.44\|46.02\|46.77\|41.82\|835404;2026-05-26\|45.99\|6.88\|42.10\|46.44\|40.06\|766800;2026-05-27\|43.91\|-4.52\|45.04\|48.50\|43.73\|615087;2026-05-28\|45.51\|3.64\|45.39\|48.22\|44.52\|577067;2026-05-29\|44.34\|-2.57\|46.32\|47.99\|42.29\|625899;2026-06-01\|46.30\|4.42\|43.31\|51.31\|43.31\|684476;2026-06-02\|53.50\|15.55\|45.47\|53.76\|44.44\|712600;2026-06-03\|54.08\|1.08\|52.94\|55.04\|51.35\|621956;2026-06-04\|59.36\|9.76\|55.80\|62.88\|54.26\|610551;2026-06-05\|56.23\|-5.27\|57.00\|59.36\|54.70\|572834;2026-06-08\|50.81\|-9.64\|53.94\|55.15\|50.00\|509029;2026-06-09\|60.97\|20.00\|51.95\|60.97\|50.30\|522024;2026-06-10\|61.90\|1.53\|63.29\|64.80\|60.52\|516052;2026-06-11\|58.26\|-5.88\|60.90\|62.83\|56.91\|479295;2026-06-12\|50.87\|-12.68\|58.74\|59.34\|50.40\|572636;2026-06-15\|58.30\|14.61\|53.90\|58.40\|53.50\|541111;2026-06-16\|60.21\|3.28\|57.70\|61.86\|56.16\|567688;2026-06-17\|65.32\|8.49\|58.00\|65.38\|57.14\|572824;2026-06-18\|68.62\|5.05\|63.00\|75.18\|63.00\|542570;2026-06-22\|67.88\|-1.08\|68.00\|68.63\|64.52\|457028;2026-06-23\|70.32\|3.59\|67.72\|72.28\|66.60\|592240;2026-06-24\|74.95\|6.58\|68.93\|76.95\|68.50\|520647;2026-06-25\|84.91\|13.29\|74.63\|86.79\|69.00\|553770;2026-06-26\|73.07\|-13.94\|78.00\|79.70\|72.73\|433244;2026-06-29\|76.07\|4.11\|74.99\|78.00\|69.89\|334279;2026-06-30\|72.25\|-5.02\|73.45\|73.45\|67.00\|301816;2026-07-01\|71.02\|-1.70\|72.70\|76.18\|70.50\|269619;2026-07-02\|61.99\|-12.71\|65.75\|68.00\|60.00\|290949;2026-07-03\|58.09\|-6.29\|61.08\|62.38\|57.03\|262163;2026-07-06\|57.33\|-1.31\|60.21\|61.97\|56.00\|228100;2026-07-07\|59.77\|4.26\|57.66\|60.15\|55.66\|236734;2026-07-08\|62.80\|5.07\|60.01\|64.00\|60.01\|306265;2026-07-09\|60.20\|-4.14\|62.15\|63.00\|51.00\|408866;2026-07-10\|55.70\|-7.48\|59.81\|60.93\|55.60\|325580;2026-07-13\|51.62\|-7.33\|55.00\|57.19\|51.03\|261256;2026-07-14\|55.08\|6.70\|52.38\|55.25\|49.89\|230326;2026-07-15\|51.00\|-7.41\|56.03\|56.65\|50.78\|176507;2026-07-16\|48.40\|-5.10\|49.77\|51.66\|47.00\|177336;2026-07-17\|42.09\|-13.04\|48.02\|48.34\|42.09\|210372;2026-07-20\|35.32\|-16.08\|43.50\|43.96\|34.12\|293460;2026-07-21\|39.72\|12.46\|35.83\|39.87\|31.03\|329675;2026-07-22\|37.57\|-5.41\|39.33\|40.40\|36.82\|235567;2026-07-23\|38.90\|3.54\|37.83\|42.50\|37.83\|331355;2026-07-24\|37.46\|-3.70\|37.83\|39.31\|37.11\|225269;2026-07-27\|40.02\|6.83\|36.99\|40.13\|36.58\|236819;2026-07-28\|36.59\|-8.57\|41.10\|42.30\|36.16\|387714;2026-07-29\|37.39\|2.19\|36.53\|38.46\|35.65\|375650;2026-07-30\|35.32\|-5.54\|36.70\|39.39\|34.51\|381125;2026-07-31\|39.50\|11.83\|39.48\|42.38\|38.23\|596681;2026-08-03\|41.37\|4.73\|39.00\|41.81\|37.70\|531146;2026-08-04\|43.21\|4.45\|40.86\|43.58\|38.09\|531106;2026-08-05\|45.70\|5.76\|39.91\|47.88\|39.91\|573199;2026-08-06\|45.27\|-0.94\|44.17\|46.53\|42.81\|435909;2026-08-07\|45.45\|0.40\|44.46\|47.15\|43.01\|478397;2026-08-10\|47.04\|3.50\|45.00\|47.57\|43.20\|428823;2026-08-11\|46.42\|-1.32\|45.34\|51.00\|45.33\|496146;2026-08-12\|45.59\|-1.79\|46.65\|47.30\|45.00\|341774;2026-08-13\|43.58\|-4.41\|45.68\|46.98\|43.52\|378841;2026-08-14\|46.65\|7.04\|44.45\|46.65\|44.45\|412115;2026-08-17\|46.91\|0.56\|46.20\|46.91\|45.04\|355997;2026-08-18\|48.68\|3.77\|46.79\|49.15\|46.25\|382618;2026-08-19\|42.01\|-13.70\|45.52\|46.99\|42.00\|299409;2026-08-20\|41.00\|-2.40\|42.10\|42.99\|40.23\|205723;2026-08-21\|41.96\|2.34\|40.84\|42.85\|40.55\|187748;2026-08-24\|40.26\|-4.05\|41.58\|41.73\|38.97\|187803;2026-08-25\|39.43\|-2.06\|39.01\|40.20\|36.61\|209454;2026-08-26\|38.37\|-2.69\|39.91\|39.98\|37.68\|159706;2026-08-27\|40.30\|5.03\|38.39\|40.43\|38.15\|190024;2026-08-28\|39.05\|-3.10\|40.31\|41.39\|39.00\|191933;2026-08-31\|40.14\|2.79\|38.29\|40.25\|38.13\|154843;2026-09-01\|38.16\|-4.93\|40.70\|40.70\|37.90\|156436;2026-09-02\|37.55\|-1.60\|37.80\|38.12\|37.28\|102234;2026-09-03\|37.81\|0.69\|37.85\|38.43\|37.02\|112960;2026-09-04\|36.06\|-4.63\|38.04\|38.43\|35.73\|144576;2026-09-07\|37.75\|4.69\|36.48\|38.10\|36.04\|142308;2026-09-08\|36.81\|-2.49\|36.89\|37.76\|36.36\|147899;2026-09-09\|36.58\|-0.62\|36.85\|37.96\|36.28\|128990
121995	两大MLCC龙头发出涨价函	半年报预增+MLCC离型膜+复合铜箔 1、据2026年7月15日公告，公司预计2026年上半年归母净利润为4000万元至5000万元，同比增长126.76%至133.45%，主要系行业供需格局改善、产品销售价格上涨及公司优化产品结构所致。 2、据2026年6月18日异常波动公告，公司MLCC离型膜项目仍在培植建设阶段，2025年营收占比约0.3%，未涉及AI算力应用领域；据2026年5月14日业绩说明会，2026年MLCC项目5亿平米将全面建成投产。 3、据2026年5月14日业绩说明会，公司复合铜箔项目已实现量产并获得多个订单，载体铜箔也已获得多个订单。	公司MLCC离型膜已切入国内头部客户并实现稳定供货，复合铜箔项目正常推进，受益国产替代	2026-04-30\|7.75\|-0.39\|7.74\|8.04\|7.62\|487402;2026-05-06\|8.16\|5.29\|7.80\|8.23\|7.79\|586716;2026-05-07\|7.97\|-2.33\|8.15\|8.33\|7.90\|610491;2026-05-08\|7.89\|-1.00\|7.92\|8.06\|7.82\|367664;2026-05-11\|8.68\|10.01\|7.95\|8.68\|7.93\|612260;2026-05-12\|8.78\|1.15\|9.00\|9.29\|8.45\|1848779;2026-05-13\|8.65\|-1.48\|8.72\|8.77\|8.41\|924895;2026-05-14\|8.36\|-3.35\|8.64\|8.82\|8.36\|896995;2026-05-15\|8.39\|0.36\|8.45\|9.05\|8.36\|769429;2026-05-18\|8.69\|3.58\|8.46\|8.70\|8.24\|706948;2026-05-19\|8.95\|2.99\|8.55\|9.17\|8.37\|1016536;2026-05-20\|8.37\|-6.48\|8.94\|8.94\|8.36\|935971;2026-05-21\|8.16\|-2.51\|8.40\|9.16\|8.00\|870571;2026-05-22\|8.98\|10.05\|8.18\|8.98\|7.88\|898718;2026-05-25\|9.88\|10.02\|9.78\|9.88\|9.62\|435718;2026-05-26\|10.87\|10.02\|10.07\|10.87\|9.80\|2138613;2026-05-27\|10.75\|-1.10\|10.43\|11.23\|10.25\|2527872;2026-05-28\|11.39\|5.95\|10.44\|11.80\|10.44\|2287489;2026-05-29\|10.23\|-10.03\|11.05\|11.47\|10.23\|1789782;2026-06-01\|10.57\|3.32\|10.17\|11.05\|10.00\|1436014;2026-06-02\|11.22\|6.15\|10.40\|11.35\|10.20\|1844540;2026-06-03\|10.73\|-4.37\|11.01\|11.58\|10.48\|1842530;2026-06-04\|11.80\|9.97\|10.74\|11.80\|10.70\|736617;2026-06-05\|11.82\|0.17\|12.98\|12.98\|11.71\|2961005;2026-06-08\|11.09\|-6.18\|10.93\|12.30\|10.93\|2237965;2026-06-09\|12.20\|10.01\|11.27\|12.20\|11.10\|1286480;2026-06-10\|13.42\|10.00\|12.91\|13.42\|12.91\|1672630;2026-06-11\|12.42\|-7.45\|13.16\|13.48\|12.08\|2832339;2026-06-12\|11.58\|-6.76\|12.42\|12.79\|11.24\|2026361;2026-06-15\|12.74\|10.02\|11.76\|12.74\|11.76\|954632;2026-06-16\|14.01\|9.97\|13.77\|14.01\|13.74\|616477;2026-06-17\|14.86\|6.07\|13.56\|15.18\|13.52\|2890015;2026-06-18\|14.85\|-0.07\|14.79\|15.15\|14.40\|1897697;2026-06-22\|14.60\|-1.68\|15.22\|15.35\|14.17\|1654040;2026-06-23\|13.65\|-6.51\|14.34\|14.40\|13.15\|1300460;2026-06-24\|14.00\|2.56\|13.31\|14.17\|13.30\|1441967;2026-06-25\|14.70\|5.00\|14.29\|14.85\|13.33\|1721961;2026-06-26\|13.46\|-8.44\|14.13\|14.29\|13.35\|1195372;2026-06-29\|12.38\|-8.02\|13.70\|14.14\|12.11\|1211431;2026-06-30\|12.40\|0.16\|12.01\|12.76\|11.50\|1044698;2026-07-01\|12.02\|-3.06\|12.66\|12.85\|11.91\|1059120;2026-07-02\|11.43\|-4.91\|11.60\|12.16\|11.30\|891270;2026-07-03\|11.04\|-3.41\|11.44\|11.48\|10.88\|818073;2026-07-06\|10.34\|-6.34\|11.12\|11.31\|10.30\|720752;2026-07-07\|11.37\|9.96\|10.40\|11.37\|10.25\|436256;2026-07-08\|10.35\|-8.97\|11.38\|11.39\|10.30\|988514;2026-07-09\|10.57\|2.13\|10.77\|10.89\|9.83\|909929;2026-07-10\|9.99\|-5.49\|10.60\|10.81\|9.98\|730002;2026-07-13\|9.17\|-8.21\|9.80\|9.93\|9.11\|662406;2026-07-14\|9.48\|3.38\|9.16\|9.59\|8.95\|582659;2026-07-15\|9.24\|-2.53\|9.66\|9.98\|9.22\|534205;2026-07-16\|8.80\|-4.76\|9.10\|9.26\|8.72\|525915;2026-07-17\|8.30\|-5.68\|8.81\|9.06\|8.24\|624779;2026-07-20\|7.53\|-9.28\|8.47\|8.50\|7.47\|673135;2026-07-21\|8.09\|7.44\|7.52\|8.09\|6.79\|832001;2026-07-22\|7.68\|-5.07\|7.94\|8.15\|7.59\|546150;2026-07-23\|7.86\|2.34\|7.74\|8.29\|7.73\|559083;2026-07-24\|7.55\|-3.94\|7.70\|7.83\|7.50\|379527;2026-07-27\|7.98\|5.70\|7.53\|7.99\|7.43\|486756;2026-07-28\|7.78\|-2.51\|8.01\|8.06\|7.74\|417621;2026-07-29\|7.87\|1.16\|7.70\|8.09\|7.59\|590899;2026-07-30\|8.66\|10.04\|7.90\|8.66\|7.90\|1282134;2026-07-31\|9.10\|5.08\|9.53\|9.53\|8.77\|1352290;2026-08-03\|8.70\|-4.40\|9.05\|9.20\|8.45\|1646818;2026-08-04\|8.95\|2.87\|8.66\|8.95\|8.34\|1369797;2026-08-05\|9.41\|5.14\|8.76\|9.50\|8.69\|1458503;2026-08-06\|9.21\|-2.13\|9.12\|9.42\|9.02\|1040042;2026-08-07\|9.37\|1.74\|9.15\|9.47\|8.93\|1049776;2026-08-10\|9.56\|2.03\|9.48\|9.80\|9.01\|1142380;2026-08-11\|10.52\|10.04\|9.41\|10.52\|9.41\|603677;2026-08-12\|11.10\|5.51\|11.00\|11.43\|10.52\|2156015;2026-08-13\|11.30\|1.80\|11.17\|11.75\|10.80\|1957883;2026-08-14\|10.87\|-3.81\|11.01\|11.15\|10.65\|1243207;2026-08-17\|11.18\|2.85\|10.73\|11.50\|10.65\|1243240;2026-08-18\|10.58\|-5.37\|11.05\|11.10\|10.56\|914000;2026-08-19\|9.77\|-7.66\|10.04\|10.50\|9.67\|838259;2026-08-20\|9.76\|-0.10\|10.07\|10.10\|9.67\|539710;2026-08-21\|10.03\|2.77\|9.78\|10.07\|9.51\|622220;2026-08-24\|9.82\|-2.09\|10.06\|10.08\|9.58\|507384;2026-08-25\|9.85\|0.31\|9.61\|9.90\|9.31\|517777;2026-08-26\|9.67\|-1.83\|9.80\|9.85\|9.59\|404171;2026-08-27\|9.97\|3.10\|9.70\|9.98\|9.64\|633783;2026-08-28\|9.87\|-1.00\|9.99\|10.25\|9.85\|694070;2026-08-31\|9.92\|0.51\|9.51\|9.95\|9.50\|417742;2026-09-01\|9.57\|-3.53\|9.92\|9.95\|9.51\|476251;2026-09-02\|9.30\|-2.82\|9.38\|9.48\|9.22\|390662;2026-09-03\|9.29\|-0.11\|9.47\|9.49\|9.17\|339765;2026-09-04\|8.87\|-4.52\|9.31\|9.39\|8.80\|492305;2026-09-07\|9.13\|2.93\|8.92\|9.13\|8.83\|350736;2026-09-08\|9.01\|-1.31\|9.06\|9.16\|8.96\|293187;2026-09-09\|8.98\|-0.33\|9.06\|9.17\|8.93\|285331
121994	两大MLCC龙头发出涨价函	可控核聚变+钽铌制品+半导体靶材行业原因：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、据证券时报网2026年6月29日报道，我国聚变堆关键超导磁体研发获新突破，环向场超导磁体等完成研制验收；据公告，公司参股的西北稀有金属材料研究院参与了“国际热核聚变实验反应堆ITER计划”，研制的热压ITER铍材已通过认证。 2、据2026年6月23日投资者关系管理信息，公司主要从事稀有金属钽铌及其合金的研发、生产和销售，拥有从湿法冶炼到制品加工的全产业链，主营产品为钽粉、钽丝、钽制品及铌制品四大类，应用于电子信息、高端装备等领域。 3、据2026年5月19日业绩说明会，公司持续加大半导体靶材等核心赛道的技术研发力度，产品应用于半导体芯片等领域；据2025年年度报告，公司将加大半导体等领域的市场开发力度。	1、国内最大的钽、铌产品生产基地；AI服务器对钽电容需求的爆发式增长，25H2至今全球钽电容龙头Kemet已经宣布了三次涨价，公司电容器级钽粉全球市占率25%，电容器用钽丝全球市占率50%+，4月以来公司已针对下游钽电容客户涨价50%+，涨价已经逐渐传递至公司端； 2、公司涂层材料已配套商业航天火箭喷管，超导铌材及铌超导腔用于可控核聚变等国家大科学装置	2026-04-30\|43.87\|-1.17\|44.20\|44.50\|43.22\|116749;2026-05-06\|46.33\|5.61\|44.50\|46.93\|44.05\|195855;2026-05-07\|49.11\|6.00\|46.48\|49.17\|46.37\|279160;2026-05-08\|48.39\|-1.47\|48.33\|49.20\|47.71\|179151;2026-05-11\|48.65\|0.54\|49.08\|49.10\|47.20\|202476;2026-05-12\|48.51\|-0.29\|48.90\|48.97\|46.99\|159195;2026-05-13\|50.48\|4.06\|48.28\|50.93\|48.08\|251397;2026-05-14\|50.46\|-0.04\|51.00\|53.97\|50.46\|268563;2026-05-15\|51.24\|1.55\|50.10\|52.83\|49.60\|285454;2026-05-18\|56.36\|9.99\|50.51\|56.36\|50.25\|292593;2026-05-19\|55.50\|-1.53\|57.59\|58.48\|54.11\|350050;2026-05-20\|55.04\|-0.83\|54.93\|56.18\|53.30\|220989;2026-05-21\|56.59\|2.82\|56.30\|60.54\|55.88\|309413;2026-05-22\|62.25\|10.00\|57.50\|62.25\|57.03\|294052;2026-05-25\|64.77\|4.05\|67.17\|68.38\|63.27\|405912;2026-05-26\|66.46\|2.61\|63.68\|66.88\|61.50\|341725;2026-05-27\|64.12\|-3.52\|66.47\|68.90\|63.78\|259907;2026-05-28\|66.29\|3.38\|64.00\|67.07\|62.31\|262284;2026-05-29\|59.66\|-10.00\|66.64\|67.00\|59.66\|282810;2026-06-01\|55.31\|-7.29\|57.31\|59.19\|54.59\|396055;2026-06-02\|56.49\|2.13\|55.32\|56.88\|51.75\|266403;2026-06-03\|57.20\|1.26\|56.00\|58.74\|55.50\|261413;2026-06-04\|59.13\|3.37\|57.00\|60.85\|55.45\|255546;2026-06-05\|55.85\|-5.55\|58.01\|58.22\|54.55\|225045;2026-06-08\|50.76\|-9.11\|53.14\|54.18\|50.40\|243079;2026-06-09\|55.11\|8.57\|52.74\|55.34\|50.99\|221229;2026-06-10\|53.01\|-3.81\|54.88\|54.98\|51.64\|155172;2026-06-11\|57.92\|9.26\|53.60\|58.31\|53.60\|400398;2026-06-12\|57.26\|-1.14\|57.92\|59.44\|56.03\|419828;2026-06-15\|61.10\|6.71\|59.70\|61.50\|58.08\|373197;2026-06-16\|64.36\|5.34\|61.84\|66.67\|60.50\|382053;2026-06-17\|62.36\|-3.11\|62.64\|64.89\|61.62\|316804;2026-06-18\|63.01\|1.04\|62.37\|63.95\|61.25\|287690;2026-06-22\|69.31\|10.00\|65.20\|69.31\|64.70\|319585;2026-06-23\|72.80\|5.20\|75.04\|76.12\|71.60\|736613;2026-06-24\|76.38\|4.92\|70.00\|76.68\|69.68\|495085;2026-06-25\|84.02\|10.00\|74.58\|84.02\|74.58\|384021;2026-06-26\|87.03\|3.58\|85.00\|90.15\|81.00\|428307;2026-06-29\|93.88\|7.87\|88.99\|95.73\|88.99\|500238;2026-06-30\|90.60\|-3.49\|91.00\|96.24\|89.00\|446872;2026-07-01\|86.31\|-4.74\|91.50\|95.50\|83.45\|479824;2026-07-02\|82.88\|-3.97\|82.60\|91.49\|79.90\|401172;2026-07-03\|75.56\|-8.83\|82.00\|82.84\|75.30\|398388;2026-07-06\|68.00\|-10.01\|76.69\|78.18\|68.00\|334009;2026-07-07\|63.66\|-6.38\|66.11\|67.79\|63.16\|328587;2026-07-08\|63.04\|-0.97\|64.02\|66.70\|61.79\|295263;2026-07-09\|65.30\|3.58\|64.00\|65.50\|59.03\|363057;2026-07-10\|65.02\|-0.43\|65.30\|68.88\|64.44\|377220;2026-07-13\|58.76\|-9.63\|64.92\|65.01\|58.58\|306095;2026-07-14\|64.00\|8.92\|59.93\|64.14\|58.25\|310289;2026-07-15\|59.68\|-6.75\|65.14\|65.45\|59.21\|233515;2026-07-16\|55.77\|-6.55\|58.49\|60.13\|55.23\|192620;2026-07-17\|51.63\|-7.42\|55.77\|56.26\|51.45\|230279;2026-07-20\|47.80\|-7.42\|52.67\|55.00\|46.47\|293930;2026-07-21\|50.98\|6.65\|48.77\|51.60\|43.31\|324143;2026-07-22\|50.10\|-1.73\|50.50\|52.80\|49.60\|271397;2026-07-23\|51.25\|2.30\|51.00\|53.47\|49.85\|235729;2026-07-24\|48.38\|-5.60\|50.33\|50.60\|48.00\|157676;2026-07-27\|51.08\|5.58\|48.36\|51.18\|46.92\|184811;2026-07-28\|46.02\|-9.91\|49.80\|51.06\|45.97\|208534;2026-07-29\|45.31\|-1.54\|45.46\|46.70\|43.72\|237750;2026-07-30\|41.05\|-9.40\|44.91\|45.85\|40.78\|254032;2026-07-31\|43.88\|6.89\|44.00\|45.16\|43.38\|315814;2026-08-03\|42.67\|-2.76\|43.94\|44.50\|42.20\|253135;2026-08-04\|46.94\|10.01\|42.99\|46.94\|42.38\|203545;2026-08-05\|51.63\|9.99\|47.10\|51.63\|47.00\|247977;2026-08-06\|53.86\|4.32\|53.40\|55.70\|51.85\|511397;2026-08-07\|55.18\|2.45\|53.84\|55.40\|51.79\|475442;2026-08-10\|57.45\|4.11\|56.69\|58.48\|54.55\|503373;2026-08-11\|54.79\|-4.63\|56.00\|57.59\|54.05\|420976;2026-08-12\|55.00\|0.38\|55.00\|55.80\|53.63\|305402;2026-08-13\|52.96\|-3.71\|55.48\|55.90\|52.90\|283612;2026-08-14\|55.37\|4.55\|54.68\|56.39\|53.76\|356010;2026-08-17\|57.56\|3.96\|57.00\|57.80\|55.00\|356990;2026-08-18\|56.36\|-2.08\|58.36\|59.27\|55.68\|319725;2026-08-19\|50.95\|-9.60\|54.34\|54.71\|50.79\|311646;2026-08-20\|51.80\|1.67\|52.85\|53.45\|51.06\|232438;2026-08-21\|53.01\|2.34\|51.84\|53.19\|50.96\|194054;2026-08-24\|51.40\|-3.04\|53.86\|53.98\|49.90\|198309;2026-08-25\|51.99\|1.15\|50.01\|54.04\|50.01\|256824;2026-08-26\|52.32\|0.63\|52.00\|53.45\|51.44\|208438;2026-08-27\|57.55\|10.00\|52.32\|57.55\|52.15\|348510;2026-08-28\|57.72\|0.30\|59.80\|59.80\|57.20\|395124;2026-08-31\|56.79\|-1.61\|56.25\|57.19\|54.84\|250527;2026-09-01\|54.55\|-3.94\|57.18\|57.18\|54.30\|184875;2026-09-02\|53.52\|-1.89\|53.49\|54.50\|52.63\|127174;2026-09-03\|55.04\|2.84\|54.15\|55.50\|52.76\|218409;2026-09-04\|51.42\|-6.58\|55.30\|55.80\|51.00\|273628;2026-09-07\|53.70\|4.43\|51.70\|54.67\|50.88\|216623;2026-09-08\|53.24\|-0.86\|53.71\|54.98\|53.03\|134658;2026-09-09\|52.78\|-0.86\|53.63\|54.58\|52.13\|133181
121993	两大MLCC龙头发出涨价函	MLPC+AI服务器+铝电解电容+薄膜电容行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月22日投资者关系活动记录表，AI和数据中心是公司当前重点布局的战略方向，公司的焊针式、引线式铝电解电容器及叠层片式固态铝电解电容器MLPC均可应用于AI服务器领域，目前持续推动客户认证和导入工作，牛角电容已批量应用于数据中心。 2、据2026年4月30日年报及6月19日风险提示公告，公司核心主营业务为研发、生产和销售铝电解电容器、薄膜电容器等，是国内铝电解电容器龙头企业之一，具备从电极箔、电解液到成品的全产业链垂直整合能力。 3、据2026年4月30日年报及6月11日业绩说明会，公司已完成对艾华新动力电容苏州有限公司100%股权的收购，子公司金属化膜产线已投产，正将薄膜电容器打造为第二业务曲线，形成铝电解与薄膜电容双赛道协同。	国内铝电解电容器行业龙头；公司的产品是AI算力硬件供电与电能管理链条中的关键基础元件，可应用在AI基础设施的各个关键部位，如服务器电源及供电保障与能源系统等	2026-04-30\|19.86\|0.81\|19.65\|20.43\|19.50\|81776;2026-05-06\|20.28\|2.11\|20.08\|20.58\|20.05\|107967;2026-05-07\|21.23\|4.68\|20.31\|21.55\|20.31\|164935;2026-05-08\|21.05\|-0.85\|21.08\|21.40\|20.71\|104237;2026-05-11\|21.32\|1.28\|21.26\|21.39\|21.04\|102501;2026-05-12\|21.05\|-1.27\|21.40\|21.69\|20.98\|112057;2026-05-13\|20.94\|-0.52\|20.70\|21.25\|20.68\|109262;2026-05-14\|20.50\|-2.10\|21.01\|21.05\|20.50\|79984;2026-05-15\|20.00\|-2.44\|20.48\|20.78\|19.85\|83071;2026-05-18\|22.00\|10.00\|19.97\|22.00\|19.85\|187688;2026-05-19\|24.20\|10.00\|22.50\|24.20\|22.01\|270869;2026-05-20\|25.71\|6.24\|24.76\|26.32\|24.36\|444457;2026-05-21\|25.84\|0.51\|25.60\|27.25\|24.62\|401253;2026-05-22\|28.42\|9.98\|26.36\|28.42\|26.31\|159994;2026-05-25\|30.70\|8.02\|31.26\|31.26\|29.00\|469758;2026-05-26\|31.75\|3.42\|29.82\|33.10\|29.01\|467472;2026-05-27\|34.93\|10.02\|31.80\|34.93\|31.80\|399352;2026-05-28\|38.42\|9.99\|35.13\|38.42\|35.13\|433565;2026-05-29\|35.81\|-6.79\|37.10\|38.29\|35.01\|414301;2026-06-01\|32.23\|-10.00\|34.47\|35.59\|32.23\|276949;2026-06-02\|31.74\|-1.52\|30.49\|33.36\|30.31\|401677;2026-06-03\|31.14\|-1.89\|31.10\|32.12\|30.45\|336864;2026-06-04\|34.25\|9.99\|30.69\|34.25\|30.50\|306082;2026-06-05\|35.50\|3.65\|34.20\|37.29\|34.02\|412821;2026-06-08\|31.95\|-10.00\|33.23\|35.90\|31.95\|256268;2026-06-09\|33.08\|3.54\|32.38\|34.10\|31.28\|281068;2026-06-10\|31.22\|-5.62\|32.80\|33.80\|30.69\|229876;2026-06-11\|30.59\|-2.02\|30.50\|31.88\|29.50\|217896;2026-06-12\|28.76\|-5.98\|31.18\|31.37\|28.48\|224107;2026-06-15\|31.18\|8.41\|29.41\|31.64\|29.17\|226413;2026-06-16\|34.30\|10.01\|31.00\|34.30\|30.99\|200624;2026-06-17\|37.73\|10.00\|34.30\|37.73\|34.30\|148209;2026-06-18\|41.50\|9.99\|40.06\|41.50\|39.62\|53717;2026-06-22\|45.65\|10.00\|44.88\|45.65\|40.81\|328161;2026-06-23\|44.42\|-2.69\|47.69\|49.29\|43.72\|426206;2026-06-24\|48.86\|10.00\|43.00\|48.86\|43.00\|182085;2026-06-25\|53.75\|10.01\|53.01\|53.75\|51.96\|99320;2026-06-26\|56.00\|4.19\|53.84\|58.00\|53.84\|376125;2026-06-29\|54.00\|-3.57\|56.00\|56.68\|51.60\|279451;2026-06-30\|52.50\|-2.78\|53.38\|53.65\|49.86\|232096;2026-07-01\|50.85\|-3.14\|54.53\|55.98\|50.58\|202755;2026-07-02\|47.63\|-5.96\|45.59\|50.84\|45.59\|194089;2026-07-03\|48.03\|0.84\|46.44\|51.31\|46.18\|177477;2026-07-06\|44.17\|-8.04\|47.07\|48.82\|43.97\|173231;2026-07-07\|42.52\|-3.74\|44.83\|44.87\|41.94\|117308;2026-07-08\|39.88\|-6.21\|43.05\|43.26\|39.78\|108834;2026-07-09\|41.50\|4.06\|41.79\|43.87\|39.02\|245970;2026-07-10\|38.30\|-7.71\|42.10\|42.51\|38.19\|243728;2026-07-13\|34.47\|-10.00\|37.03\|38.35\|34.47\|159609;2026-07-14\|37.92\|10.01\|35.09\|37.92\|33.96\|156100;2026-07-15\|34.96\|-7.81\|39.28\|40.00\|34.96\|170372;2026-07-16\|35.20\|0.69\|34.26\|38.46\|33.80\|255360;2026-07-17\|31.68\|-10.00\|34.92\|35.91\|31.68\|181194;2026-07-20\|28.51\|-10.01\|31.71\|31.88\|28.51\|150331;2026-07-21\|29.47\|3.37\|27.42\|29.70\|25.66\|298411;2026-07-22\|27.80\|-5.67\|28.50\|29.74\|27.43\|253603;2026-07-23\|28.11\|1.12\|28.69\|30.11\|27.61\|230857;2026-07-24\|26.24\|-6.65\|27.37\|27.93\|25.93\|207269;2026-07-27\|28.86\|9.98\|26.35\|28.86\|25.85\|252922;2026-07-28\|26.34\|-8.73\|27.39\|28.30\|25.97\|220383;2026-07-29\|26.01\|-1.25\|26.30\|28.50\|24.81\|237270;2026-07-30\|24.14\|-7.19\|25.70\|26.51\|23.47\|231215;2026-07-31\|24.36\|0.91\|26.00\|26.55\|24.31\|327114;2026-08-03\|23.57\|-3.24\|24.00\|24.45\|22.88\|257715;2026-08-04\|25.52\|8.27\|23.80\|25.91\|23.41\|250208;2026-08-05\|27.24\|6.74\|25.27\|28.07\|25.05\|278324;2026-08-06\|27.92\|2.50\|27.27\|28.33\|26.72\|298057;2026-08-07\|29.22\|4.66\|27.92\|29.56\|27.15\|354836;2026-08-10\|28.81\|-1.40\|29.30\|29.58\|27.68\|265774;2026-08-11\|29.12\|1.08\|28.55\|30.55\|28.20\|345094;2026-08-12\|29.52\|1.37\|29.10\|29.66\|28.00\|282309;2026-08-13\|29.99\|1.59\|30.00\|32.47\|29.75\|511592;2026-08-14\|32.99\|10.00\|30.65\|32.99\|30.44\|425878;2026-08-17\|32.12\|-2.64\|33.07\|33.81\|31.50\|635519;2026-08-18\|30.98\|-3.55\|31.66\|32.55\|30.41\|353207;2026-08-19\|27.88\|-10.01\|29.44\|30.48\|27.88\|273712;2026-08-20\|28.21\|1.18\|28.44\|28.99\|27.63\|257918;2026-08-21\|28.69\|1.70\|27.99\|28.88\|27.17\|202834;2026-08-24\|27.33\|-4.74\|28.49\|28.50\|26.50\|183712;2026-08-25\|27.41\|0.29\|26.82\|27.84\|25.98\|131824;2026-08-26\|27.14\|-0.98\|27.50\|27.62\|26.50\|111738;2026-08-27\|28.38\|4.57\|27.20\|28.65\|26.95\|160197;2026-08-28\|28.60\|0.78\|28.38\|30.17\|28.29\|220948;2026-08-31\|31.46\|10.00\|28.01\|31.46\|27.88\|408416;2026-09-01\|29.85\|-5.12\|32.31\|32.98\|29.85\|425234;2026-09-02\|29.12\|-2.45\|29.26\|29.98\|28.80\|239768;2026-09-03\|32.03\|9.99\|29.45\|32.03\|29.30\|466089;2026-09-04\|31.52\|-1.59\|32.18\|34.14\|31.13\|490274;2026-09-07\|32.80\|4.06\|32.08\|32.83\|31.00\|454895;2026-09-08\|34.29\|4.54\|32.80\|34.30\|31.70\|520151;2026-09-09\|33.67\|-1.81\|34.30\|34.38\|32.90\|380193
121992	两大MLCC龙头发出涨价函	MLCC+AI算力+广东国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年6月1日公告，公司澄清近期媒体提及的“针对代理商0402、0603芯片电阻、MLCC全线暂停接单”信息不属实，为做好部分数字系统升级及产品结构调整，公司执行部分产品暂缓接单，截至公告日已恢复接单。 2、据2026年4月21日年报，公司是国内被动电子元件行业龙头，核心产品MLCC、片式电阻器均为“国家级制造业单项冠军产品”，致力于与AI算力、智能机器人等领域客户开展技术合作，提供电子元件整体配套解决方案。 3、据2026年5月29日互动易及4月21日公告，公司“祥和工业园高端电容基地项目”已于2025年底全面建设完成，2026年4月完成结项，后续将根据规划及市场需求合理规划产能。 4、据公司公告，公司最终控制人为广东省人民政府国有资产监督管理委员会，属于国有企业。	国内被动电子元件行业龙头；公司MLCC、合金电阻、大电流电感已批量导入国内头部AI服务器及机器人客户，AI算力订单充足	2026-04-30\|25.09\|-0.75\|25.51\|25.58\|24.54\|928123;2026-05-06\|24.81\|-1.12\|25.50\|25.58\|24.71\|863291;2026-05-07\|25.15\|1.37\|24.90\|25.50\|24.76\|653214;2026-05-08\|25.87\|2.86\|24.80\|26.18\|24.52\|905668;2026-05-11\|28.46\|10.01\|26.38\|28.46\|26.20\|724314;2026-05-12\|29.45\|3.48\|28.97\|29.85\|28.03\|1385176;2026-05-13\|29.57\|0.41\|28.88\|29.77\|28.60\|877356;2026-05-14\|28.21\|-4.60\|29.96\|30.20\|28.19\|747808;2026-05-15\|27.00\|-4.29\|28.30\|28.70\|26.70\|708015;2026-05-18\|29.43\|9.00\|26.77\|29.70\|26.77\|1202018;2026-05-19\|32.37\|9.99\|29.60\|32.37\|29.03\|719350;2026-05-20\|34.00\|5.04\|33.50\|34.95\|33.00\|1735898;2026-05-21\|34.20\|0.59\|34.87\|36.19\|34.01\|1336047;2026-05-22\|37.62\|10.00\|36.89\|37.62\|36.21\|313717;2026-05-25\|41.38\|9.99\|41.38\|41.38\|41.38\|87204;2026-05-26\|41.70\|0.77\|42.12\|43.50\|40.18\|2645573;2026-05-27\|44.22\|6.04\|42.00\|44.99\|41.72\|2091079;2026-05-28\|48.64\|10.00\|44.60\|48.64\|44.50\|1530833;2026-05-29\|53.03\|9.03\|51.82\|53.50\|49.55\|2295434;2026-06-01\|55.05\|3.81\|48.98\|58.26\|48.98\|2583336;2026-06-02\|59.91\|8.83\|53.48\|60.56\|52.50\|1899666;2026-06-03\|60.54\|1.05\|59.09\|61.67\|56.80\|2024524;2026-06-04\|63.50\|4.89\|58.80\|64.59\|58.80\|1678703;2026-06-05\|59.65\|-6.06\|60.00\|62.17\|57.96\|1692663;2026-06-08\|55.53\|-6.91\|58.76\|60.00\|54.55\|1699828;2026-06-09\|61.08\|9.99\|55.80\|61.08\|53.86\|1589081;2026-06-10\|59.81\|-2.08\|62.91\|63.99\|58.61\|1726186;2026-06-11\|64.30\|7.51\|60.01\|65.79\|59.50\|1831329;2026-06-12\|59.12\|-8.06\|66.50\|66.50\|57.87\|2169142;2026-06-15\|65.03\|10.00\|61.50\|65.03\|60.70\|1438221;2026-06-16\|70.61\|8.58\|68.24\|71.53\|68.00\|1795432;2026-06-17\|74.06\|4.89\|69.98\|74.09\|68.88\|1645583;2026-06-18\|74.60\|0.73\|71.50\|76.10\|71.22\|1363387;2026-06-22\|72.98\|-2.17\|74.61\|75.75\|70.33\|1566962;2026-06-23\|70.21\|-3.80\|71.41\|71.88\|66.66\|1272864;2026-06-24\|72.38\|3.09\|69.51\|73.50\|69.00\|1306556;2026-06-25\|79.62\|10.00\|73.10\|79.62\|71.00\|1450513;2026-06-26\|78.50\|-1.41\|77.50\|80.53\|77.34\|1419857;2026-06-29\|80.27\|2.25\|78.53\|84.00\|77.08\|1465205;2026-06-30\|72.24\|-10.00\|72.24\|72.24\|72.24\|447226;2026-07-01\|74.40\|2.99\|74.98\|76.80\|69.50\|1152951;2026-07-02\|66.96\|-10.00\|69.82\|71.17\|66.96\|862331;2026-07-03\|63.23\|-5.57\|65.50\|68.68\|61.27\|906756;2026-07-06\|58.50\|-7.48\|64.99\|65.78\|58.30\|815528;2026-07-07\|61.26\|4.72\|57.79\|63.00\|56.01\|819714;2026-07-08\|60.70\|-0.91\|61.87\|63.08\|57.50\|745417;2026-07-09\|64.55\|6.34\|61.89\|65.00\|59.16\|938222;2026-07-10\|60.01\|-6.89\|64.70\|66.28\|60.00\|1044727;2026-07-13\|54.01\|-10.00\|56.00\|57.50\|54.01\|222910;2026-07-14\|59.41\|10.00\|52.12\|59.41\|50.23\|1330266;2026-07-15\|54.50\|-8.26\|59.41\|59.50\|53.47\|1091114;2026-07-16\|51.70\|-5.14\|52.91\|56.05\|50.67\|931637;2026-07-17\|46.53\|-10.00\|51.00\|52.30\|46.53\|894493;2026-07-20\|41.88\|-9.99\|46.53\|47.30\|41.88\|821560;2026-07-21\|44.32\|5.83\|41.00\|44.89\|37.69\|1752682;2026-07-22\|41.30\|-6.81\|43.55\|45.60\|40.88\|1347376;2026-07-23\|43.21\|4.62\|44.00\|45.43\|42.48\|1417766;2026-07-24\|40.22\|-6.92\|42.52\|43.34\|40.16\|1013166;2026-07-27\|44.24\|9.99\|40.94\|44.24\|40.01\|1282927;2026-07-28\|43.19\|-2.37\|43.11\|45.50\|42.40\|1617481;2026-07-29\|47.51\|10.00\|43.76\|47.51\|43.67\|1726328;2026-07-30\|50.50\|6.29\|48.67\|52.26\|46.38\|2673622;2026-07-31\|49.35\|-2.28\|55.55\|55.55\|48.39\|2557416;2026-08-03\|51.96\|5.29\|48.00\|53.18\|47.01\|1810211;2026-08-04\|54.33\|4.56\|50.02\|55.69\|48.08\|2003215;2026-08-05\|57.80\|6.39\|52.50\|59.76\|52.50\|2211488;2026-08-06\|58.28\|0.83\|56.01\|59.13\|54.80\|2145862;2026-08-07\|58.29\|0.02\|57.18\|61.79\|55.52\|2042832;2026-08-10\|61.70\|5.85\|57.77\|63.96\|54.33\|2152326;2026-08-11\|65.85\|6.73\|60.88\|67.87\|60.88\|2631304;2026-08-12\|66.51\|1.00\|63.86\|66.64\|62.60\|1810965;2026-08-13\|62.02\|-6.75\|67.52\|67.52\|61.55\|2045199;2026-08-14\|62.73\|1.14\|62.49\|63.70\|60.65\|1468425;2026-08-17\|63.44\|1.13\|62.03\|63.50\|60.92\|1504766;2026-08-18\|62.34\|-1.73\|63.00\|65.65\|62.00\|1486217;2026-08-19\|56.11\|-9.99\|59.50\|61.40\|56.11\|1474437;2026-08-20\|53.09\|-5.38\|56.50\|56.95\|52.32\|1866195;2026-08-21\|54.67\|2.98\|53.12\|55.12\|51.88\|1256613;2026-08-24\|51.91\|-5.05\|54.71\|55.00\|50.55\|1065957;2026-08-25\|51.33\|-1.12\|50.79\|52.59\|49.46\|838385;2026-08-26\|51.01\|-0.62\|51.55\|51.89\|50.00\|662807;2026-08-27\|54.11\|6.08\|52.02\|54.29\|51.20\|1272112;2026-08-28\|55.45\|2.48\|55.00\|57.36\|54.50\|1624626;2026-08-31\|55.88\|0.78\|53.50\|55.88\|52.22\|1279165;2026-09-01\|51.87\|-7.18\|55.59\|56.09\|51.87\|1085287;2026-09-02\|49.78\|-4.03\|50.04\|51.30\|48.87\|1136697;2026-09-03\|50.62\|1.69\|50.35\|51.70\|49.39\|944941;2026-09-04\|48.41\|-4.37\|51.01\|51.63\|47.97\|865651;2026-09-07\|50.45\|4.21\|48.90\|50.90\|48.20\|855939;2026-09-08\|49.83\|-1.23\|50.46\|51.09\|49.63\|730604;2026-09-09\|49.68\|-0.30\|50.50\|51.50\|49.36\|695131
121991	两大MLCC龙头发出涨价函	涨停揭秘：国内特种MLCC领先企业，正拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套；英伟达AI服务器带动MLCC整体需求上行；涨停缘由：航天高可靠MLCC自主可控紧迫性提升、商业航天加速产业化、特种MLCC技术壁垒与定价能力突出；资金逻辑：主力资金连续两日净流入超5000万元，机构席位占比高，受益于军工电子与AI硬件双重主线共振；风险提示：商业航天配套尚处早期阶段，订单规模及收入确认节奏未公开披露，短期业绩支撑有限	国内特种 MLCC (片式多层陶瓷电容器) 领先企业；公司正积极拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套	2026-04-30\|32.51\|0.00\|32.20\|33.10\|32.15\|110530;2026-05-06\|33.00\|1.51\|32.90\|33.98\|32.90\|108234;2026-05-07\|32.87\|-0.39\|33.12\|33.24\|32.56\|96421;2026-05-08\|33.48\|1.86\|32.73\|33.59\|32.30\|125054;2026-05-11\|34.54\|3.17\|33.98\|35.19\|33.78\|160486;2026-05-12\|33.73\|-2.35\|34.61\|34.74\|33.53\|103767;2026-05-13\|34.19\|1.36\|33.65\|34.40\|33.38\|106706;2026-05-14\|32.79\|-4.09\|34.25\|34.32\|32.77\|109999;2026-05-15\|32.13\|-2.01\|33.16\|33.46\|32.00\|97763;2026-05-18\|32.73\|1.87\|31.99\|33.52\|31.60\|87127;2026-05-19\|34.92\|6.69\|32.60\|35.61\|32.07\|231089;2026-05-20\|35.19\|0.77\|34.83\|35.83\|34.59\|199553;2026-05-21\|34.25\|-2.67\|35.30\|36.50\|34.15\|178501;2026-05-22\|37.68\|10.01\|34.54\|37.68\|34.54\|405031;2026-05-25\|39.50\|4.83\|41.32\|41.34\|39.11\|556550;2026-05-26\|40.64\|2.89\|39.49\|41.08\|38.86\|405814;2026-05-27\|43.01\|5.83\|41.35\|43.85\|41.00\|501229;2026-05-28\|47.31\|10.00\|43.80\|47.31\|43.01\|512767;2026-05-29\|48.44\|2.39\|49.00\|51.44\|48.00\|853056;2026-06-01\|53.28\|9.99\|46.54\|53.28\|46.54\|392988;2026-06-02\|58.61\|10.00\|52.15\|58.61\|51.50\|480739;2026-06-03\|63.93\|9.08\|59.99\|64.47\|59.22\|725684;2026-06-04\|64.55\|0.97\|62.69\|65.94\|60.70\|594645;2026-06-05\|62.98\|-2.31\|63.82\|64.94\|61.10\|455991;2026-06-08\|56.68\|-10.00\|58.01\|65.80\|56.68\|638165;2026-06-09\|59.62\|5.19\|58.27\|61.14\|52.61\|801747;2026-06-10\|56.28\|-5.60\|56.74\|59.02\|54.61\|503962;2026-06-11\|61.91\|10.00\|56.24\|61.91\|55.15\|431087;2026-06-12\|58.15\|-6.07\|62.83\|63.70\|57.00\|551103;2026-06-15\|63.97\|10.01\|59.90\|63.97\|59.90\|181610;2026-06-16\|67.70\|5.83\|68.36\|69.36\|65.68\|537532;2026-06-17\|69.71\|2.97\|66.30\|69.73\|65.50\|543769;2026-06-18\|67.75\|-2.81\|68.00\|74.80\|67.40\|472878;2026-06-22\|65.19\|-3.78\|67.99\|68.88\|62.80\|483606;2026-06-23\|62.09\|-4.76\|63.50\|63.79\|59.48\|445718;2026-06-24\|68.30\|10.00\|62.05\|68.30\|62.05\|170880;2026-06-25\|75.13\|10.00\|72.33\|75.13\|71.98\|148834;2026-06-26\|79.49\|5.80\|74.60\|81.01\|73.63\|576974;2026-06-29\|80.43\|1.18\|81.49\|87.30\|76.50\|452075;2026-06-30\|83.00\|3.20\|80.00\|84.88\|77.20\|428479;2026-07-01\|87.50\|5.42\|85.60\|91.30\|84.00\|514658;2026-07-02\|81.27\|-7.12\|79.81\|83.00\|78.75\|406789;2026-07-03\|85.48\|5.18\|81.26\|89.40\|77.93\|429422;2026-07-06\|76.93\|-10.00\|88.00\|88.00\|76.93\|291061;2026-07-07\|69.24\|-10.00\|73.63\|76.00\|69.24\|371710;2026-07-08\|62.32\|-9.99\|69.00\|71.88\|62.32\|376265;2026-07-09\|63.50\|1.89\|62.90\|63.80\|58.29\|402104;2026-07-10\|59.45\|-6.38\|62.94\|67.24\|59.30\|339552;2026-07-13\|53.51\|-9.99\|57.97\|60.38\|53.51\|285843;2026-07-14\|56.01\|4.67\|52.88\|56.35\|50.70\|415520;2026-07-15\|55.28\|-1.30\|57.79\|58.64\|54.23\|251647;2026-07-16\|50.96\|-7.81\|55.04\|55.04\|50.00\|228231;2026-07-17\|47.23\|-7.32\|51.64\|51.80\|46.25\|248249;2026-07-20\|42.51\|-9.99\|48.59\|48.84\|42.51\|205032;2026-07-21\|46.76\|10.00\|43.36\|46.76\|38.30\|335819;2026-07-22\|43.99\|-5.92\|46.60\|48.38\|43.88\|272972;2026-07-23\|44.83\|1.91\|44.70\|48.39\|43.90\|326158;2026-07-24\|42.02\|-6.27\|44.27\|44.35\|41.60\|246677;2026-07-27\|45.10\|7.33\|42.86\|45.45\|41.35\|274286;2026-07-28\|40.67\|-9.82\|43.62\|43.95\|40.59\|227807;2026-07-29\|42.20\|3.76\|40.67\|43.19\|40.57\|311601;2026-07-30\|40.12\|-4.93\|42.98\|44.20\|39.13\|457846;2026-07-31\|40.62\|1.25\|44.13\|44.13\|40.50\|566112;2026-08-03\|41.84\|3.00\|40.00\|43.29\|40.00\|402125;2026-08-04\|44.64\|6.69\|41.92\|45.34\|40.20\|330480;2026-08-05\|48.25\|8.09\|43.40\|49.10\|43.40\|430756;2026-08-06\|48.78\|1.10\|47.23\|50.04\|46.16\|394852;2026-08-07\|50.25\|3.01\|48.78\|50.80\|46.88\|344669;2026-08-10\|51.54\|2.57\|50.50\|52.42\|47.61\|332154;2026-08-11\|50.50\|-2.02\|49.51\|54.80\|49.51\|384864;2026-08-12\|49.42\|-2.14\|50.46\|51.00\|48.30\|294954;2026-08-13\|50.65\|2.49\|50.00\|54.36\|50.00\|450815;2026-08-14\|51.69\|2.05\|51.00\|52.48\|49.88\|318419;2026-08-17\|52.37\|1.32\|51.22\|52.41\|50.31\|292678;2026-08-18\|53.03\|1.26\|52.00\|53.31\|51.51\|275298;2026-08-19\|47.73\|-9.99\|50.23\|50.75\|47.73\|253490;2026-08-20\|46.00\|-3.62\|47.72\|48.63\|45.66\|234762;2026-08-21\|48.88\|6.26\|46.00\|48.96\|45.69\|232058;2026-08-24\|46.73\|-4.40\|48.01\|49.10\|45.34\|199098;2026-08-25\|45.55\|-2.53\|46.57\|46.63\|44.01\|155114;2026-08-26\|45.41\|-0.31\|45.78\|46.09\|44.51\|107054;2026-08-27\|47.96\|5.62\|46.03\|48.30\|45.30\|162759;2026-08-28\|47.12\|-1.75\|48.39\|49.30\|47.06\|173111;2026-08-31\|47.00\|-0.25\|45.61\|47.10\|45.41\|171439;2026-09-01\|46.11\|-1.89\|47.31\|47.86\|45.58\|149869;2026-09-02\|45.19\|-2.00\|45.77\|46.55\|44.96\|123220;2026-09-03\|45.78\|1.31\|45.56\|47.18\|45.39\|146435;2026-09-04\|43.59\|-4.78\|46.00\|46.79\|43.24\|148947;2026-09-07\|45.44\|4.24\|43.91\|45.94\|43.80\|180446;2026-09-08\|45.77\|0.73\|45.44\|47.74\|44.95\|178374;2026-09-09\|45.91\|0.31\|45.88\|47.10\|45.54\|151291
121990	两大MLCC龙头发出涨价函	涨价+光模块晶振+CPO+人形机器人行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、6月30日蓝鲸科技记者从知情人士处获悉，国内晶振龙头企业泰晶科技已向合作伙伴发布价格调整通知函，宣布即日起对全系列晶振产品实施价格上调，各品类涨幅区间为10%—30%。 2、据泰晶科技官微2026年6月30日报道，公司在2026 MWC上海世界移动通信大会上，展示了312.5MHz超低抖动差分振荡器等高频差分产品，精准匹配1.6T/3.2T光模块、AI加速卡等高速互连需求。 3、据2025年9月2日互动易，公司针对光通信200G、400G、800G、1.6T市场推出了高基频、高精度、低相噪CMOS、LVDS差分输出时钟解决方案；据2026年3月23日投资者关系活动记录表，公司是全球少数推出能够适配1.6T以上光模块产品并具备量产能力的晶振厂商。 4、据2026年6月10日互动易，公司晶振产品在机器人的主控芯片、运动控制驱动、传感器等模块发挥重要作用。	公司为国内晶振龙头，消息称公司对全系列晶振产品实施价格调整，各品类产品调涨区间为10%-30%	2026-04-30\|38.32\|-3.77\|40.30\|40.80\|37.31\|602393;2026-05-06\|38.85\|1.38\|38.38\|40.15\|37.89\|511354;2026-05-07\|42.74\|10.01\|41.99\|42.74\|41.99\|116989;2026-05-08\|47.01\|9.99\|47.01\|47.01\|45.65\|198921;2026-05-11\|51.71\|10.00\|50.67\|51.71\|50.05\|261289;2026-05-12\|54.28\|4.97\|51.00\|54.99\|49.25\|777181;2026-05-13\|54.00\|-0.52\|53.32\|55.32\|52.40\|571388;2026-05-14\|52.98\|-1.89\|54.50\|57.30\|51.68\|595637;2026-05-15\|55.58\|4.91\|53.53\|58.28\|53.53\|722876;2026-05-18\|54.00\|-2.84\|55.45\|57.68\|53.15\|647374;2026-05-19\|52.50\|-2.78\|53.83\|54.78\|50.34\|530648;2026-05-20\|50.85\|-3.14\|52.00\|52.69\|48.78\|562675;2026-05-21\|47.13\|-7.32\|50.50\|51.68\|46.71\|516979;2026-05-22\|50.24\|6.60\|48.00\|51.84\|47.99\|523740;2026-05-25\|49.19\|-2.09\|51.74\|52.94\|48.53\|499252;2026-05-26\|46.87\|-4.72\|49.20\|49.50\|46.20\|439813;2026-05-27\|45.97\|-1.92\|46.09\|48.46\|45.30\|398170;2026-05-28\|47.40\|3.11\|45.00\|47.50\|44.95\|398209;2026-05-29\|43.42\|-8.40\|49.70\|50.57\|43.00\|566528;2026-06-01\|42.40\|-2.35\|43.33\|44.76\|42.25\|407362;2026-06-02\|43.64\|2.92\|42.90\|44.30\|41.28\|357439;2026-06-03\|45.80\|4.95\|44.21\|48.00\|43.72\|597088;2026-06-04\|45.35\|-0.98\|44.55\|46.85\|44.55\|412945;2026-06-05\|44.49\|-1.90\|44.60\|46.15\|43.98\|351381;2026-06-08\|43.02\|-3.30\|41.75\|43.76\|41.75\|318058;2026-06-09\|45.19\|5.04\|43.88\|45.96\|42.83\|368382;2026-06-10\|43.76\|-3.16\|44.08\|45.63\|43.02\|306861;2026-06-11\|47.04\|7.50\|43.11\|48.14\|43.11\|643005;2026-06-12\|51.74\|9.99\|50.00\|51.74\|49.04\|173431;2026-06-15\|56.91\|9.99\|56.91\|56.91\|51.74\|867506;2026-06-16\|55.51\|-2.46\|57.00\|58.60\|53.31\|775317;2026-06-17\|59.00\|6.29\|54.77\|60.99\|54.77\|636772;2026-06-18\|58.99\|-0.02\|59.00\|61.88\|57.28\|581182;2026-06-22\|61.70\|4.67\|60.60\|64.66\|59.08\|544282;2026-06-23\|63.25\|2.51\|61.71\|66.00\|60.50\|534812;2026-06-24\|61.41\|-2.91\|61.77\|63.52\|59.00\|489045;2026-06-25\|64.76\|5.46\|60.74\|65.38\|58.10\|692144;2026-06-26\|64.30\|-0.71\|64.67\|69.35\|64.00\|526588;2026-06-29\|59.04\|-8.18\|63.75\|64.98\|57.90\|531582;2026-06-30\|60.05\|1.71\|58.55\|61.78\|58.20\|366901;2026-07-01\|66.06\|10.01\|66.06\|66.06\|66.06\|52027;2026-07-02\|59.45\|-10.01\|68.50\|68.67\|59.45\|676217;2026-07-03\|53.51\|-9.99\|56.00\|57.94\|53.51\|534615;2026-07-06\|51.74\|-3.31\|54.00\|55.54\|50.99\|371862;2026-07-07\|49.63\|-4.08\|51.32\|52.43\|48.90\|261480;2026-07-08\|45.96\|-7.39\|50.15\|50.99\|45.80\|323722;2026-07-09\|48.10\|4.66\|46.88\|48.20\|43.75\|425228;2026-07-10\|46.57\|-3.18\|49.50\|51.48\|46.50\|393329;2026-07-13\|41.91\|-10.01\|46.57\|46.93\|41.91\|326619;2026-07-14\|43.04\|2.70\|41.00\|43.40\|39.67\|418853;2026-07-15\|40.35\|-6.25\|43.79\|44.29\|40.10\|281613;2026-07-16\|37.80\|-6.32\|39.52\|40.68\|37.00\|304805;2026-07-17\|34.02\|-10.00\|37.80\|38.38\|34.02\|370355;2026-07-20\|30.62\|-9.99\|35.26\|35.50\|30.62\|362114;2026-07-21\|33.21\|8.46\|31.08\|33.27\|27.56\|481747;2026-07-22\|32.10\|-3.34\|32.96\|34.04\|31.61\|374835;2026-07-23\|32.36\|0.81\|32.53\|34.67\|31.91\|323569;2026-07-24\|31.30\|-3.28\|31.58\|32.87\|30.89\|242412;2026-07-27\|32.80\|4.79\|31.83\|32.80\|30.28\|261837;2026-07-28\|30.66\|-6.52\|31.60\|33.46\|30.20\|291166;2026-07-29\|29.49\|-3.82\|30.66\|30.90\|28.19\|345281;2026-07-30\|27.20\|-7.77\|29.33\|29.81\|26.63\|329796;2026-07-31\|29.92\|10.00\|29.91\|29.92\|29.39\|298176;2026-08-03\|28.92\|-3.34\|30.13\|30.98\|28.65\|415307;2026-08-04\|31.81\|9.99\|29.50\|31.81\|29.21\|284122;2026-08-05\|33.15\|4.21\|31.02\|33.56\|30.94\|487280;2026-08-06\|36.47\|10.02\|33.80\|36.47\|33.80\|611285;2026-08-07\|36.63\|0.44\|36.47\|38.00\|34.94\|857890;2026-08-10\|36.24\|-1.06\|36.50\|37.48\|34.90\|528455;2026-08-11\|36.74\|1.38\|35.70\|37.74\|35.00\|492899;2026-08-12\|37.44\|1.91\|36.90\|37.98\|36.14\|416233;2026-08-13\|36.13\|-3.50\|37.90\|38.30\|36.13\|451328;2026-08-14\|38.30\|6.01\|36.83\|38.30\|36.18\|402046;2026-08-17\|40.69\|6.24\|38.00\|41.66\|37.02\|751302;2026-08-18\|39.89\|-1.97\|40.36\|41.87\|39.03\|555166;2026-08-19\|35.90\|-10.00\|37.49\|38.47\|35.90\|403050;2026-08-20\|36.33\|1.20\|35.51\|36.39\|34.05\|428751;2026-08-21\|37.57\|3.41\|35.90\|38.28\|35.90\|386449;2026-08-24\|35.93\|-4.37\|38.09\|38.13\|34.77\|316158;2026-08-25\|37.70\|4.93\|34.78\|38.21\|34.54\|388516;2026-08-26\|38.81\|2.94\|38.51\|39.44\|37.21\|453867;2026-08-27\|42.09\|8.45\|39.44\|42.69\|38.70\|668264;2026-08-28\|40.22\|-4.44\|41.97\|42.52\|40.16\|498174;2026-08-31\|39.39\|-2.06\|39.35\|39.98\|38.57\|349953;2026-09-01\|37.43\|-4.98\|39.39\|39.66\|37.19\|272004;2026-09-02\|36.13\|-3.47\|36.23\|37.10\|36.06\|187701;2026-09-03\|36.24\|0.30\|36.70\|36.94\|35.70\|239733;2026-09-04\|34.30\|-5.35\|36.68\|37.00\|33.88\|287599;2026-09-07\|36.20\|5.54\|34.86\|36.28\|34.66\|239047;2026-09-08\|35.46\|-2.04\|36.17\|36.91\|35.20\|215805;2026-09-09\|35.78\|0.90\|36.00\|37.14\|35.56\|287910
121989	两大MLCC龙头发出涨价函	AI服务器电极箔+储能电极箔+业绩高增+高分红行业原因：世纪证券表示，氦气受中东局势影响，全球供应担忧情绪难以短期内缓解，目前上游出现惜售现象，下游寻货积极，预计短线中国氦气市场价格仍将持续上涨。公司原因： 1、据2026年4月18日披露的一季报，公司2026Q1营收6.33亿元、同比增长24.98%，归母净利润3965.43万元、同比增长74.74%，主因高端产品放量及新基地产能释放。 2、据2025年年度报告，公司车载电子、AI服务器用电极箔已通过客户认证，2025年底新产能将重点面向AI服务器、新能源汽车等新兴需求。 3、据2026年4月18日公告，公司拟每10股派息6元，分红总额1.45亿元，占2025年度归属于公司股东净利润的比例为70.37%，延续高比例现金分红。	公司已切入AI服务器/数据中心用铝电解电容器市场，800V DC高压架构带动AI电极箔需求增长，公司主营产品电极箔是铝电解电容器的核心原材料	2026-04-30\|56.89\|-1.40\|58.45\|59.45\|56.83\|51268;2026-05-06\|62.58\|10.00\|56.67\|62.58\|56.46\|110304;2026-05-07\|63.73\|1.84\|63.85\|65.44\|61.56\|97338;2026-05-08\|62.37\|-2.13\|62.53\|65.80\|61.00\|79385;2026-05-11\|62.45\|0.13\|61.85\|64.60\|60.27\|79846;2026-05-12\|63.50\|1.68\|61.51\|65.00\|60.20\|73740;2026-05-13\|68.75\|8.27\|62.69\|69.79\|61.85\|94710;2026-05-14\|70.45\|2.47\|68.75\|73.50\|66.27\|95839;2026-05-15\|75.70\|7.45\|70.41\|76.55\|69.00\|106753;2026-05-18\|83.27\|10.00\|74.00\|83.27\|74.00\|64026;2026-05-19\|91.60\|10.00\|86.24\|91.60\|81.66\|87576;2026-05-20\|97.55\|6.50\|90.99\|99.00\|90.97\|115911;2026-05-21\|105.74\|8.40\|96.49\|107.31\|92.18\|118116;2026-05-22\|116.31\|10.00\|106.80\|116.31\|103.00\|96418;2026-05-25\|114.22\|-1.80\|121.11\|122.00\|104.68\|173317;2026-05-26\|102.80\|-10.00\|108.80\|109.98\|102.80\|103506;2026-05-27\|113.08\|10.00\|102.94\|113.08\|102.94\|130812;2026-05-28\|110.40\|-2.37\|114.21\|118.31\|107.12\|155628;2026-05-29\|106.84\|-3.22\|110.00\|116.00\|105.06\|125450;2026-06-01\|103.70\|-2.94\|100.00\|108.02\|100.00\|136880;2026-06-02\|106.25\|2.46\|103.20\|109.19\|101.46\|112009;2026-06-03\|102.00\|-4.00\|103.00\|111.40\|98.08\|149077;2026-06-04\|107.55\|5.44\|102.86\|109.95\|97.10\|127788;2026-06-05\|103.69\|-3.59\|108.37\|108.40\|101.12\|93978;2026-06-08\|95.50\|-7.90\|96.71\|101.70\|95.02\|75528;2026-06-09\|101.00\|5.76\|96.05\|102.00\|94.62\|83378;2026-06-10\|95.69\|-5.26\|98.15\|98.98\|92.43\|78135;2026-06-11\|91.99\|-3.87\|93.60\|97.49\|90.36\|80860;2026-06-12\|90.12\|-2.03\|95.58\|96.33\|90.11\|78785;2026-06-15\|99.13\|10.00\|90.98\|99.13\|90.86\|48579;2026-06-16\|109.04\|10.00\|103.50\|109.04\|103.48\|37802;2026-06-17\|119.94\|10.00\|116.20\|119.94\|112.50\|45333;2026-06-18\|114.70\|-4.37\|126.00\|128.40\|114.00\|147709;2026-06-22\|114.48\|-0.19\|114.88\|122.83\|110.27\|111309;2026-06-23\|110.17\|-3.76\|113.73\|118.59\|108.51\|89818;2026-06-24\|119.39\|8.37\|109.45\|121.00\|106.30\|101727;2026-06-25\|131.33\|10.00\|122.50\|131.33\|122.50\|49806;2026-06-26\|118.20\|-10.00\|130.34\|132.50\|118.20\|116544;2026-06-29\|118.00\|-0.17\|121.00\|122.50\|114.61\|93716;2026-06-30\|122.47\|3.79\|117.25\|129.80\|115.50\|85614;2026-07-01\|118.19\|-3.02\|122.50\|125.92\|117.60\|68061;2026-07-02\|107.97\|-8.65\|111.94\|115.85\|107.00\|65905;2026-07-03\|107.00\|-0.90\|109.00\|115.50\|107.00\|54229;2026-07-06\|102.63\|-4.08\|109.00\|109.98\|101.77\|55123;2026-07-07\|99.26\|-3.28\|102.98\|104.35\|98.00\|43726;2026-07-08\|96.25\|-3.03\|102.00\|104.00\|94.57\|41661;2026-07-09\|100.65\|4.57\|100.10\|105.88\|95.01\|92061;2026-07-10\|94.83\|-5.78\|100.38\|105.88\|94.73\|78463;2026-07-13\|85.35\|-10.00\|93.45\|95.04\|85.35\|77803;2026-07-14\|90.66\|6.22\|85.56\|91.91\|83.68\|84577;2026-07-15\|90.07\|-0.65\|92.47\|97.89\|89.00\|67302;2026-07-16\|81.06\|-10.00\|81.95\|89.97\|81.06\|72993;2026-07-17\|72.95\|-10.00\|78.51\|80.40\|72.95\|79423;2026-07-20\|65.66\|-9.99\|71.86\|73.44\|65.66\|92220;2026-07-21\|69.90\|6.46\|66.97\|69.99\|59.09\|134173;2026-07-22\|65.01\|-7.00\|67.67\|70.88\|64.19\|90497;2026-07-23\|68.16\|4.85\|68.30\|71.51\|65.50\|130554;2026-07-24\|67.17\|-1.45\|68.55\|69.78\|65.50\|92100;2026-07-27\|73.89\|10.00\|67.33\|73.89\|67.12\|105156;2026-07-28\|67.81\|-8.23\|72.58\|75.00\|67.00\|117923;2026-07-29\|69.91\|3.10\|68.00\|72.56\|65.54\|126134;2026-07-30\|62.95\|-9.96\|68.85\|70.88\|62.92\|115410;2026-07-31\|69.25\|10.01\|68.62\|69.25\|66.96\|33871;2026-08-03\|64.12\|-7.41\|67.87\|68.89\|63.50\|90239;2026-08-04\|70.53\|10.00\|65.00\|70.53\|63.29\|69978;2026-08-05\|77.58\|10.00\|72.00\|77.58\|71.20\|76699;2026-08-06\|79.93\|3.03\|77.58\|81.18\|76.17\|128452;2026-08-07\|79.82\|-0.14\|79.93\|82.35\|77.00\|99803;2026-08-10\|78.20\|-2.03\|80.49\|80.99\|74.20\|83447;2026-08-11\|75.11\|-3.95\|76.01\|79.80\|74.99\|81335;2026-08-12\|74.80\|-0.41\|75.49\|77.00\|73.50\|86021;2026-08-13\|77.68\|3.85\|75.98\|82.28\|75.36\|131632;2026-08-14\|85.45\|10.00\|78.88\|85.45\|78.46\|166733;2026-08-17\|85.26\|-0.22\|81.00\|85.48\|81.00\|156866;2026-08-18\|85.44\|0.21\|85.01\|87.10\|82.38\|109137;2026-08-19\|76.90\|-10.00\|81.97\|83.60\|76.90\|99991;2026-08-20\|77.36\|0.60\|79.10\|81.00\|74.80\|96033;2026-08-21\|78.37\|1.31\|76.58\|79.80\|74.86\|65629;2026-08-24\|75.13\|-4.13\|77.77\|77.93\|72.53\|69407;2026-08-25\|76.20\|1.42\|72.42\|77.06\|71.31\|58235;2026-08-26\|74.18\|-2.65\|76.43\|76.54\|73.50\|43720;2026-08-27\|77.77\|4.84\|74.99\|78.58\|74.21\|63440;2026-08-28\|75.29\|-3.19\|77.07\|79.50\|75.22\|48461;2026-08-31\|75.95\|0.88\|74.79\|76.80\|72.20\|66037;2026-09-01\|78.40\|3.23\|83.55\|83.55\|78.00\|153204;2026-09-02\|77.47\|-1.19\|77.00\|80.00\|71.77\|136247;2026-09-03\|80.00\|3.27\|78.33\|85.14\|77.95\|149194;2026-09-04\|77.68\|-2.90\|80.00\|85.66\|76.80\|113716;2026-09-07\|81.94\|5.48\|77.69\|84.48\|77.30\|106858;2026-09-08\|78.05\|-4.75\|81.98\|84.48\|77.50\|106772;2026-09-09\|83.50\|6.98\|77.23\|85.86\|77.01\|170894
121988	美股存储板块大涨；长鑫科技总市值突破4万亿	存储芯片+市政园林+文体旅行业原因：隔夜美股存储芯片板块大幅反弹，市场对AI与科技股的去杠杆担忧缓解，韩股SK海力士早盘大涨近30%。公司原因： 1、据2025年年度报告，公司参股杭州华澜微电子股份有限公司6.4969%股份，华澜微系存储芯片设计公司，产品覆盖固态存储主控芯片及存储模组。 2、据2025年年度报告，公司主营市政园林建设，并大力聚焦和发展文体旅产业，推动传统业务模式向设计施工运营一体化升级。 3、据2026年7月18日公告，公司控股股东及员工持股平台协议转让股份已于近日完成过户，受让方承诺12至18个月内不减持。	1、公司拟以约1.12亿元收购杭州华澜微电子6.4969%股权，切入固态存储主控芯片及模组赛道； 2、公司参股云针科技15%股权，公司实际控制人吴光洪持有云针科技40%股权，云针科技业务包括自主操作系统、服务器、云计算服务平台等	2026-04-30\|23.14\|1.05\|23.00\|23.50\|22.80\|52369;2026-05-06\|25.45\|9.98\|23.59\|25.45\|23.05\|41799;2026-05-07\|25.32\|-0.51\|25.75\|26.02\|24.78\|129359;2026-05-08\|25.42\|0.39\|25.20\|25.99\|25.20\|84327;2026-05-11\|25.62\|0.79\|25.99\|27.10\|25.50\|81345;2026-05-12\|24.97\|-2.54\|25.62\|26.05\|24.88\|53948;2026-05-13\|25.83\|3.44\|25.21\|26.08\|24.84\|59976;2026-05-14\|25.46\|-1.43\|25.74\|26.44\|25.00\|62013;2026-05-15\|25.95\|1.92\|25.38\|26.83\|25.27\|65934;2026-05-18\|28.55\|10.02\|25.94\|28.55\|25.94\|48048;2026-05-19\|27.28\|-4.45\|28.55\|28.80\|26.69\|116982;2026-05-20\|27.51\|0.84\|26.68\|29.20\|25.90\|95751;2026-05-21\|29.60\|7.60\|27.24\|30.26\|27.24\|155199;2026-05-22\|31.90\|7.77\|28.61\|32.29\|28.61\|150499;2026-05-25\|34.42\|7.90\|31.90\|35.09\|31.38\|225112;2026-05-26\|30.98\|-9.99\|33.82\|33.82\|30.98\|68352;2026-05-27\|27.88\|-10.01\|27.88\|28.87\|27.88\|33433;2026-05-28\|25.09\|-10.01\|25.09\|25.28\|25.09\|33266;2026-05-29\|24.51\|-2.31\|23.38\|25.50\|23.02\|148945;2026-06-01\|26.02\|6.16\|24.99\|26.68\|24.75\|118658;2026-06-02\|26.91\|3.42\|25.76\|27.89\|25.75\|107146;2026-06-03\|29.60\|10.00\|26.88\|29.60\|26.88\|97173;2026-06-04\|29.02\|-1.96\|29.31\|30.42\|28.60\|120571;2026-06-05\|28.65\|-1.27\|29.02\|29.38\|28.16\|75543;2026-06-08\|27.32\|-4.64\|27.13\|28.49\|26.82\|62708;2026-06-09\|27.12\|-0.73\|27.50\|28.30\|26.53\|58472;2026-06-10\|26.77\|-1.29\|26.85\|27.30\|25.98\|59400;2026-06-11\|27.85\|4.03\|26.51\|27.99\|26.48\|58915;2026-06-12\|27.30\|-1.97\|28.44\|28.67\|27.06\|60738;2026-06-15\|30.03\|10.00\|27.92\|30.03\|27.79\|46237;2026-06-16\|31.47\|4.80\|30.93\|32.05\|29.54\|101507;2026-06-17\|31.49\|0.06\|31.33\|31.81\|30.48\|67043;2026-06-18\|31.73\|0.76\|31.63\|32.04\|31.00\|53021;2026-06-22\|31.24\|-1.54\|31.53\|32.53\|30.55\|48235;2026-06-23\|28.12\|-9.99\|28.12\|28.50\|28.12\|14320;2026-06-24\|25.31\|-9.99\|25.31\|25.31\|25.31\|10087;2026-06-25\|25.87\|2.21\|24.68\|27.75\|24.68\|128477;2026-06-26\|25.15\|-2.78\|25.70\|26.45\|25.00\|74448;2026-06-29\|24.10\|-4.17\|26.14\|26.14\|23.79\|81690;2026-06-30\|22.85\|-5.19\|25.00\|25.00\|22.57\|84276;2026-07-01\|22.85\|0.00\|22.85\|23.96\|21.90\|82992;2026-07-02\|21.74\|-4.86\|22.55\|23.58\|21.66\|58694;2026-07-03\|21.88\|0.64\|21.98\|22.37\|21.56\|41380;2026-07-06\|22.12\|1.10\|22.07\|22.56\|21.01\|57405;2026-07-07\|21.55\|-2.58\|21.90\|22.20\|21.12\|36894;2026-07-08\|21.33\|-1.02\|21.90\|23.18\|21.05\|53087;2026-07-09\|21.27\|-0.28\|21.22\|22.00\|20.56\|47348;2026-07-10\|22.59\|6.21\|21.20\|22.97\|21.14\|67331;2026-07-13\|22.82\|1.02\|22.21\|24.79\|22.21\|106905;2026-07-14\|22.15\|-2.94\|21.84\|23.51\|20.80\|78606;2026-07-15\|21.32\|-3.75\|22.12\|22.20\|21.22\|38884;2026-07-16\|20.55\|-3.61\|21.00\|21.41\|20.46\|35815;2026-07-17\|18.80\|-8.52\|20.90\|20.90\|18.58\|50944;2026-07-20\|17.51\|-6.86\|19.27\|20.18\|17.26\|60706;2026-07-21\|18.85\|7.65\|17.50\|18.85\|15.78\|73481;2026-07-22\|18.51\|-1.80\|19.11\|19.46\|18.32\|36549;2026-07-23\|18.77\|1.40\|18.50\|19.08\|18.28\|26899;2026-07-24\|18.90\|0.69\|18.56\|19.47\|18.37\|36707;2026-07-27\|19.74\|4.44\|18.70\|19.93\|18.56\|35385;2026-07-28\|19.63\|-0.56\|19.50\|20.44\|19.35\|37458;2026-07-29\|18.58\|-5.35\|19.29\|19.62\|17.92\|46547;2026-07-30\|17.30\|-6.89\|18.41\|18.75\|17.29\|32782;2026-07-31\|18.67\|7.92\|18.44\|19.03\|18.00\|55339;2026-08-03\|19.16\|2.62\|18.49\|19.89\|18.48\|45318;2026-08-04\|21.08\|10.02\|19.24\|21.08\|18.88\|37673;2026-08-05\|21.21\|0.62\|21.68\|21.89\|20.81\|56651;2026-08-06\|21.15\|-0.28\|21.10\|21.35\|20.72\|28459;2026-08-07\|21.66\|2.41\|20.93\|21.80\|20.49\|36811;2026-08-10\|21.34\|-1.48\|21.74\|22.06\|21.08\|32829;2026-08-11\|21.42\|0.37\|21.23\|21.67\|20.68\|31392;2026-08-12\|21.57\|0.70\|21.61\|21.90\|21.30\|29329;2026-08-13\|21.75\|0.83\|21.90\|23.46\|21.66\|55529;2026-08-14\|21.42\|-1.52\|22.00\|22.07\|21.00\|30682;2026-08-17\|22.12\|3.27\|21.43\|22.28\|21.08\|28157;2026-08-18\|22.23\|0.50\|22.12\|22.48\|21.80\|23235;2026-08-19\|20.47\|-7.92\|21.80\|22.00\|20.34\|31861;2026-08-20\|20.70\|1.12\|20.67\|20.90\|20.39\|17703;2026-08-21\|20.59\|-0.53\|20.90\|20.98\|20.12\|19201;2026-08-24\|20.77\|0.87\|20.58\|20.91\|20.08\|28544;2026-08-25\|22.85\|10.01\|21.28\|22.85\|20.80\|36822;2026-08-26\|22.51\|-1.49\|25.14\|25.14\|22.39\|125850;2026-08-27\|23.31\|3.55\|22.44\|23.36\|22.08\|89810;2026-08-28\|23.43\|0.51\|23.28\|24.00\|23.00\|61099;2026-08-31\|24.55\|4.78\|22.90\|24.78\|22.90\|56240;2026-09-01\|24.62\|0.29\|24.78\|25.50\|24.43\|40707;2026-09-02\|25.01\|1.58\|24.38\|25.55\|24.15\|44242;2026-09-03\|24.83\|-0.72\|24.97\|25.45\|24.72\|28901;2026-09-04\|24.76\|-0.28\|24.78\|25.65\|24.49\|38606;2026-09-07\|25.43\|2.71\|24.95\|25.49\|24.95\|24723;2026-09-08\|25.20\|-0.90\|25.44\|25.64\|25.03\|22642;2026-09-09\|24.71\|-1.94\|25.40\|25.58\|24.35\|24452
121987	美股存储板块大涨；长鑫科技总市值突破4万亿	第三方支付+AI算力芯片+半年报扣非增长 1、据2026年2月28日年报，公司主营业务为第三方支付，子公司合利宝拥有中国人民银行核发的《支付业务许可证》及跨境人民币支付业务备案许可，并已获得香港MSO牌照。据2026年7月23日互动易，公司主营业务为第三方支付，公司第三方支付业务近年稳健发展，实现持续盈利。目前公司正积极推动支付牌照换证续展工作，具体进展情况请以公司在指定信息披露媒体发布的公告为准。 2、据2025年9月24日公告，公司拟出资1亿元增资深圳江原科技，持股4.1427%，后者主营12英寸晶圆国产AI算力芯片，已完成D1芯片流片并实现D10算力卡批量应用。 3、据2026年7月15日公告，公司2026年上半年扣除非经常性损益后的净利润预计为2500万元至3700万元，同比增长14.81%至69.92%，主要因重整剥离低效资产及降本增效。	公司1亿元增资深圳江原科技，持股4.1427%，后者12英寸国产AI算力芯片D1已流片、D10算力卡实现批量应用，并同步研发T800，公司借此布局第二增长曲线	2026-04-30\|12.41\|-0.96\|12.50\|12.74\|12.31\|444812;2026-05-06\|12.50\|0.73\|12.56\|12.89\|12.11\|529559;2026-05-07\|13.75\|10.00\|12.55\|13.75\|12.44\|900834;2026-05-08\|13.80\|0.36\|13.92\|14.00\|13.45\|759311;2026-05-11\|13.45\|-2.54\|13.79\|13.87\|12.79\|746402;2026-05-12\|13.21\|-1.78\|13.44\|13.80\|13.10\|483315;2026-05-13\|12.72\|-3.71\|13.15\|13.20\|12.60\|541874;2026-05-14\|12.42\|-2.36\|12.78\|13.40\|12.41\|617805;2026-05-15\|12.33\|-0.72\|12.36\|12.55\|11.70\|459197;2026-05-18\|12.22\|-0.89\|12.48\|12.70\|12.18\|345216;2026-05-19\|11.92\|-2.46\|12.23\|12.25\|11.42\|457769;2026-05-20\|12.23\|2.60\|11.90\|12.28\|11.72\|283508;2026-05-21\|11.63\|-4.91\|12.34\|12.45\|11.58\|368604;2026-05-22\|11.94\|2.67\|11.79\|12.05\|11.55\|232920;2026-05-25\|11.58\|-3.02\|11.94\|12.18\|11.45\|275634;2026-05-26\|11.30\|-2.42\|11.55\|11.60\|11.12\|239092;2026-05-27\|11.51\|1.86\|11.35\|11.77\|11.21\|291358;2026-05-28\|11.88\|3.21\|11.57\|12.07\|11.23\|398646;2026-05-29\|11.64\|-2.02\|11.89\|11.99\|11.55\|266035;2026-06-01\|12.80\|9.97\|11.78\|12.80\|11.70\|529543;2026-06-02\|12.91\|0.86\|13.00\|13.19\|12.37\|536008;2026-06-03\|12.95\|0.31\|13.00\|13.20\|12.72\|313473;2026-06-04\|12.70\|-1.93\|12.96\|13.19\|11.80\|546970;2026-06-05\|12.11\|-4.65\|12.70\|12.80\|12.00\|359627;2026-06-08\|11.64\|-3.88\|11.49\|12.21\|11.40\|291624;2026-06-09\|12.39\|6.44\|11.80\|12.63\|11.62\|299602;2026-06-10\|12.32\|-0.56\|12.39\|12.58\|12.19\|198035;2026-06-11\|11.71\|-4.95\|12.13\|12.30\|11.61\|296052;2026-06-12\|11.66\|-0.43\|11.72\|12.04\|11.66\|195274;2026-06-15\|11.67\|0.09\|11.78\|11.88\|11.50\|189736;2026-06-16\|11.53\|-1.20\|11.67\|11.70\|11.31\|185899;2026-06-17\|11.46\|-0.61\|11.63\|11.81\|11.15\|211841;2026-06-18\|11.24\|-1.92\|11.30\|11.70\|10.81\|364041;2026-06-22\|10.95\|-2.58\|11.10\|11.12\|10.34\|402151;2026-06-23\|11.36\|3.74\|10.94\|11.74\|10.71\|379516;2026-06-24\|10.85\|-4.49\|11.25\|11.35\|10.68\|256299;2026-06-25\|11.12\|2.49\|10.96\|11.25\|10.52\|260112;2026-06-26\|10.35\|-6.92\|10.97\|10.98\|10.20\|272902;2026-06-29\|11.30\|9.18\|10.82\|11.39\|10.67\|612694;2026-06-30\|10.44\|-7.61\|11.28\|11.50\|10.44\|434443;2026-07-01\|10.35\|-0.86\|10.50\|10.73\|10.20\|291602;2026-07-02\|10.57\|2.13\|10.29\|11.23\|10.15\|340582;2026-07-03\|10.93\|3.41\|10.67\|11.13\|10.57\|257171;2026-07-06\|11.12\|1.74\|10.88\|11.65\|10.77\|292290;2026-07-07\|11.27\|1.35\|11.15\|11.30\|10.82\|208338;2026-07-08\|11.45\|1.60\|11.24\|11.55\|10.93\|302113;2026-07-09\|12.12\|5.85\|11.46\|12.20\|11.29\|454290;2026-07-10\|11.65\|-3.88\|12.07\|12.34\|11.58\|436641;2026-07-13\|10.76\|-7.64\|11.63\|11.68\|10.70\|312462;2026-07-14\|11.03\|2.51\|10.70\|11.08\|10.60\|185470;2026-07-15\|10.72\|-2.81\|11.06\|11.28\|10.60\|218194;2026-07-16\|9.96\|-7.09\|10.60\|10.60\|9.84\|307965;2026-07-17\|9.08\|-8.84\|9.87\|10.03\|9.01\|375259;2026-07-20\|8.41\|-7.38\|9.31\|9.31\|8.26\|345682;2026-07-21\|8.52\|1.31\|8.46\|8.73\|7.87\|330334;2026-07-22\|8.19\|-3.87\|8.39\|8.55\|8.13\|207665;2026-07-23\|8.17\|-0.24\|8.18\|8.52\|7.99\|263091;2026-07-24\|8.11\|-0.73\|8.01\|8.23\|7.91\|193269;2026-07-27\|8.92\|9.99\|8.04\|8.92\|7.95\|311749;2026-07-28\|9.57\|7.29\|8.96\|9.81\|8.88\|629756;2026-07-29\|9.20\|-3.87\|9.46\|9.54\|8.90\|367986;2026-07-30\|9.03\|-1.85\|9.12\|9.33\|9.01\|201689;2026-07-31\|9.71\|7.53\|9.36\|9.93\|9.26\|412607;2026-08-03\|9.52\|-1.96\|9.87\|9.91\|9.44\|247826;2026-08-04\|9.81\|3.05\|9.50\|9.85\|9.48\|175070;2026-08-05\|9.87\|0.61\|9.70\|9.98\|9.69\|183534;2026-08-06\|9.68\|-1.93\|9.80\|10.01\|9.60\|226274;2026-08-07\|9.54\|-1.45\|9.70\|9.71\|9.23\|271803;2026-08-10\|10.49\|9.96\|9.55\|10.49\|9.46\|491678;2026-08-11\|10.75\|2.48\|11.00\|11.10\|10.41\|508241;2026-08-12\|11.35\|5.58\|10.70\|11.43\|10.70\|373926;2026-08-13\|11.29\|-0.53\|11.42\|11.51\|11.28\|278416;2026-08-14\|11.47\|1.59\|11.39\|11.49\|11.09\|231855;2026-08-17\|11.69\|1.92\|11.55\|11.71\|11.36\|311214;2026-08-18\|11.97\|2.40\|11.60\|11.98\|11.55\|285481;2026-08-19\|11.99\|0.17\|11.81\|12.18\|11.71\|373955;2026-08-20\|12.52\|4.42\|11.99\|12.60\|11.83\|454105;2026-08-21\|12.58\|0.48\|12.40\|12.73\|12.10\|343947;2026-08-24\|11.75\|-6.60\|12.42\|12.45\|11.60\|576160;2026-08-25\|11.28\|-4.00\|11.62\|11.85\|11.18\|470273;2026-08-26\|12.08\|7.09\|11.27\|12.39\|11.11\|527990;2026-08-27\|11.98\|-0.83\|12.08\|12.20\|11.85\|299153;2026-08-28\|11.87\|-0.92\|11.98\|12.16\|11.83\|208988;2026-08-31\|11.88\|0.08\|11.66\|11.93\|11.36\|260188;2026-09-01\|11.79\|-0.76\|11.88\|12.04\|11.78\|164802;2026-09-02\|11.86\|0.59\|11.70\|12.00\|11.49\|164080;2026-09-03\|11.66\|-1.69\|11.86\|12.04\|11.59\|176107;2026-09-04\|11.45\|-1.80\|11.77\|12.08\|11.33\|215445;2026-09-07\|11.47\|0.17\|11.35\|11.59\|11.25\|158588;2026-09-08\|11.58\|0.96\|11.47\|11.60\|11.39\|104979;2026-09-09\|11.31\|-2.33\|11.58\|11.58\|11.22\|157528
121986	美股存储板块大涨；长鑫科技总市值突破4万亿	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。	1、公司化合物半导体材料锑化镓（GaSb）、锑化铟（InSb）、碲锌镉（CdZnTe）初步产能建设完成并投入使用； 2、公司表示生产的锗可用于卫星太阳翼	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;2026-07-13\|230.00\|-9.80\|249.90\|260.81\|225.55\|104591;2026-07-14\|263.00\|14.35\|246.47\|263.30\|229.00\|129828;2026-07-15\|249.71\|-5.05\|276.15\|278.00\|245.96\|101600;2026-07-16\|233.45\|-6.51\|248.00\|259.97\|227.77\|80304;2026-07-17\|191.03\|-18.17\|227.18\|228.00\|186.76\|128796;2026-07-20\|173.00\|-9.44\|194.46\|204.84\|155.00\|157511;2026-07-21\|190.01\|9.83\|176.11\|192.00\|155.32\|150198;2026-07-22\|179.86\|-5.34\|187.44\|200.81\|176.00\|105353;2026-07-23\|176.00\|-2.15\|182.00\|187.95\|169.19\|75646;2026-07-24\|179.00\|1.70\|170.70\|189.78\|168.84\|82380;2026-07-27\|171.37\|-4.26\|176.80\|177.47\|160.10\|94023;2026-07-28\|147.48\|-13.94\|161.20\|166.30\|145.50\|93128;2026-07-29\|149.67\|1.48\|145.79\|150.00\|130.33\|124144;2026-07-30\|125.61\|-16.08\|145.00\|148.85\|124.27\|112931;2026-07-31\|140.50\|11.85\|150.73\|150.73\|138.30\|136982;2026-08-03\|141.00\|0.36\|140.55\|152.09\|137.51\|131843;2026-08-04\|169.20\|20.00\|155.36\|169.20\|149.95\|143778;2026-08-05\|182.45\|7.83\|162.08\|186.99\|160.20\|191118;2026-08-06\|202.00\|10.72\|182.00\|206.79\|181.00\|189843;2026-08-07\|240.00\|18.81\|206.01\|242.40\|206.01\|192879;2026-08-10\|237.00\|-1.25\|229.00\|242.96\|227.99\|140965;2026-08-11\|222.00\|-6.33\|233.05\|237.00\|217.20\|146144;2026-08-12\|248.00\|11.71\|225.19\|256.18\|220.14\|175028;2026-08-13\|242.63\|-2.17\|250.00\|252.66\|239.03\|123164;2026-08-14\|252.00\|3.86\|244.99\|254.80\|236.00\|102753;2026-08-17\|258.45\|2.56\|252.05\|261.59\|246.01\|122354;2026-08-18\|249.34\|-3.52\|263.00\|277.00\|244.80\|156806;2026-08-19\|222.53\|-10.75\|241.41\|251.50\|220.00\|212020;2026-08-20\|228.63\|2.74\|226.91\|238.00\|215.55\|140324;2026-08-21\|216.55\|-5.28\|230.00\|233.50\|211.81\|124357;2026-08-24\|202.15\|-6.65\|215.00\|216.54\|195.85\|124602;2026-08-25\|217.33\|7.51\|198.90\|219.72\|192.00\|137720;2026-08-26\|208.30\|-4.16\|217.33\|218.00\|194.15\|168938;2026-08-27\|242.04\|16.20\|216.00\|246.00\|210.02\|192012;2026-08-28\|234.09\|-3.28\|242.11\|246.00\|229.69\|123534;2026-08-31\|239.75\|2.42\|230.01\|258.60\|226.00\|158808;2026-09-01\|233.40\|-2.65\|240.00\|242.90\|232.37\|85626;2026-09-02\|229.35\|-1.74\|228.40\|237.09\|218.18\|117418;2026-09-03\|230.80\|0.63\|236.50\|238.99\|225.59\|109151;2026-09-04\|214.33\|-7.14\|229.97\|233.88\|212.00\|122423;2026-09-07\|229.61\|7.13\|223.32\|233.00\|219.33\|111040;2026-09-08\|220.00\|-4.19\|228.93\|233.48\|215.90\|87866;2026-09-09\|220.80\|0.36\|228.99\|237.49\|220.70\|105384
121985	美股存储板块大涨；长鑫科技总市值突破4万亿	AI存储+拟收购诺亚长天+一季报增长行业原因：投研机构Aletheia指出，存储器件在AI硬件系统中的综合价值占比，预计将从2025年的40%中段水平跃升至2027年的70%以上，存储正在成为AI硬件系统中最关键的核心组件。公司原因： 1、据2026年6月3日互动易，公司认为AI驱动的存储超级周期带来全新增量市场，正在加大大容量NOR Flash研发及市场拓展，通过收购SHM完善2D NAND产业布局，产品适配AI耳机、眼镜等边缘设备需求。 2、据2026年6月11日公告，公司签署补充协议推进收购珠海诺亚长天49%股权，标的公司主营2D NAND及SLC NAND等产品，交易完成后公司将间接控制SHM，完善存储产品矩阵。 3、据2026年4月29日一季报及2026年5月27日机构调研，公司2026年第一季度实现营收14.47亿元，同比增长256.08%，归母净利润2.51亿元，同比增长1259.87%；公司已对通用MCU产品进行价格上调。	NOR Flash 市场中重要的供应商之一；公司主要产品包括NOR Flash和EEPROM两大类非易失性存储器芯片，其Flash产品具有超低功耗和高可靠性优势，已进入三星、惠普等知名品牌供应链，广泛应用于物联网、智能手机、汽车电子等领域	2026-04-30\|271.09\|1.27\|272.00\|283.03\|260.02\|92670;2026-05-06\|318.52\|17.50\|289.97\|323.55\|289.00\|108130;2026-05-07\|319.00\|0.15\|318.00\|321.59\|308.88\|68341;2026-05-08\|317.50\|-0.47\|315.00\|325.66\|312.30\|56211;2026-05-11\|381.00\|20.00\|348.77\|381.00\|342.90\|104385;2026-05-12\|398.85\|4.68\|388.23\|408.18\|377.00\|120374;2026-05-13\|441.00\|10.57\|392.24\|444.23\|391.64\|118125;2026-05-14\|421.77\|-4.36\|430.47\|435.87\|417.30\|92899;2026-05-15\|404.50\|-4.09\|421.77\|423.88\|393.12\|91903;2026-05-18\|413.00\|2.10\|400.45\|429.40\|400.45\|75692;2026-05-19\|423.77\|2.61\|405.74\|424.42\|392.35\|70303;2026-05-20\|425.00\|0.29\|423.77\|432.00\|415.54\|59386;2026-05-21\|387.32\|-8.87\|429.42\|432.88\|384.86\|85536;2026-05-22\|407.32\|5.16\|398.00\|412.00\|391.32\|73183;2026-05-25\|419.99\|3.11\|409.35\|432.92\|395.90\|75052;2026-05-26\|402.04\|-4.25\|415.68\|419.33\|392.16\|66511;2026-05-27\|415.50\|3.35\|431.00\|444.00\|412.00\|100100;2026-05-28\|398.10\|-4.19\|416.75\|423.45\|396.00\|65541;2026-05-29\|386.10\|-3.01\|406.20\|419.78\|379.79\|64572;2026-06-01\|373.04\|-3.38\|389.00\|396.25\|369.07\|57707;2026-06-02\|372.03\|-0.27\|378.00\|381.84\|355.70\|63835;2026-06-03\|374.00\|0.53\|372.03\|389.49\|366.36\|64310;2026-06-04\|427.35\|14.26\|363.99\|435.99\|363.99\|95315;2026-06-05\|396.00\|-7.34\|404.00\|421.00\|393.00\|63410;2026-06-08\|373.00\|-5.81\|370.38\|389.96\|360.08\|60112;2026-06-09\|409.02\|9.66\|385.00\|416.17\|378.78\|67983;2026-06-10\|383.34\|-6.28\|410.26\|413.51\|376.27\|64882;2026-06-11\|387.58\|1.11\|386.38\|402.52\|375.01\|59519;2026-06-12\|390.59\|0.78\|408.30\|422.00\|390.59\|106353;2026-06-15\|457.00\|17.00\|406.50\|464.68\|388.01\|101084;2026-06-16\|483.50\|5.80\|466.01\|493.00\|460.00\|88528;2026-06-17\|580.20\|20.00\|470.11\|580.20\|467.00\|107659;2026-06-18\|590.00\|1.69\|570.20\|615.68\|565.88\|100899;2026-06-22\|670.31\|13.61\|600.00\|680.00\|592.04\|88359;2026-06-23\|703.00\|4.88\|650.00\|718.77\|636.26\|95909;2026-06-24\|740.00\|5.26\|675.00\|753.30\|649.00\|87705;2026-06-25\|754.15\|1.91\|764.44\|815.56\|733.33\|95767;2026-06-26\|727.01\|-3.60\|727.00\|794.15\|719.71\|88672;2026-06-29\|737.20\|1.40\|740.00\|776.00\|700.00\|83832;2026-06-30\|766.60\|3.99\|721.50\|788.98\|702.10\|75258;2026-07-01\|870.00\|13.49\|770.53\|909.80\|758.01\|97204;2026-07-02\|784.57\|-9.82\|768.00\|844.00\|731.00\|84806;2026-07-03\|815.88\|3.99\|768.00\|866.01\|735.50\|100669;2026-07-06\|759.99\|-6.85\|848.00\|851.88\|723.16\|97002;2026-07-07\|710.00\|-6.58\|702.00\|757.01\|680.00\|93558;2026-07-08\|694.00\|-2.25\|722.01\|761.00\|693.41\|82196;2026-07-09\|762.07\|9.81\|742.56\|805.55\|707.88\|113949;2026-07-10\|703.00\|-7.75\|762.00\|784.48\|701.00\|81111;2026-07-13\|603.00\|-14.22\|677.77\|719.34\|586.20\|138487;2026-07-14\|645.00\|6.97\|626.52\|650.32\|585.00\|97793;2026-07-15\|578.00\|-10.39\|666.00\|671.00\|576.22\|93008;2026-07-16\|526.00\|-9.00\|557.44\|583.00\|510.00\|90103;2026-07-17\|428.00\|-18.63\|515.53\|524.98\|422.00\|114717;2026-07-20\|400.00\|-6.54\|460.53\|466.68\|376.66\|120569;2026-07-21\|470.02\|17.50\|413.00\|479.90\|373.66\|155780;2026-07-22\|435.00\|-7.45\|472.00\|499.22\|432.11\|156688;2026-07-23\|407.40\|-6.34\|450.00\|458.88\|403.15\|109491;2026-07-24\|389.64\|-4.36\|413.81\|422.37\|383.80\|104929;2026-07-27\|371.78\|-4.58\|384.02\|398.46\|348.00\|133118;2026-07-28\|309.99\|-16.62\|335.29\|349.01\|304.22\|146516;2026-07-29\|338.50\|9.20\|308.00\|338.68\|285.00\|208006;2026-07-30\|353.12\|4.32\|328.01\|368.98\|312.02\|250094;2026-07-31\|354.90\|0.50\|423.74\|423.74\|353.18\|283956;2026-08-03\|312.90\|-11.83\|342.54\|345.50\|312.00\|190807;2026-08-04\|335.76\|7.31\|316.21\|337.69\|305.60\|164486;2026-08-05\|373.88\|11.35\|340.00\|385.82\|339.76\|188413;2026-08-06\|374.80\|0.25\|350.01\|381.00\|347.77\|157962;2026-08-07\|393.63\|5.02\|378.92\|408.00\|377.39\|182984;2026-08-10\|374.50\|-4.86\|392.93\|397.58\|353.38\|173721;2026-08-11\|384.50\|2.67\|365.00\|388.89\|360.07\|149891;2026-08-12\|394.60\|2.63\|395.88\|415.00\|385.23\|146284;2026-08-13\|383.40\|-2.84\|410.00\|423.50\|383.40\|161081;2026-08-14\|411.00\|7.20\|400.00\|412.01\|396.65\|148039;2026-08-17\|466.00\|13.38\|420.00\|469.88\|418.00\|168739;2026-08-18\|466.81\|0.17\|470.18\|489.28\|460.97\|167444;2026-08-19\|447.20\|-4.20\|448.15\|455.00\|419.00\|173704;2026-08-20\|480.36\|7.42\|450.00\|480.36\|431.19\|177791;2026-08-21\|463.65\|-3.48\|470.00\|481.86\|454.71\|125662;2026-08-24\|411.00\|-11.36\|451.00\|451.00\|403.66\|134370;2026-08-25\|410.00\|-0.24\|385.05\|418.80\|385.05\|107070;2026-08-26\|397.18\|-3.13\|407.58\|407.58\|381.24\|106129;2026-08-27\|429.89\|8.24\|405.00\|433.00\|399.00\|118961;2026-08-28\|401.18\|-6.68\|415.44\|422.30\|400.88\|117031;2026-08-31\|415.00\|3.44\|385.10\|415.00\|384.03\|88545;2026-09-01\|398.50\|-3.98\|412.00\|416.97\|397.00\|61435;2026-09-02\|388.50\|-2.51\|391.12\|399.28\|387.60\|52672;2026-09-03\|385.90\|-0.67\|394.00\|394.00\|377.00\|69929;2026-09-04\|367.26\|-4.83\|390.00\|391.93\|363.63\|92936;2026-09-07\|397.29\|8.18\|389.00\|398.06\|385.00\|105874;2026-09-08\|401.30\|1.01\|397.87\|419.93\|392.52\|10460353;2026-09-09\|393.00\|-2.07\|407.03\|411.85\|391.00\|7123877
121984	美股存储板块大涨；长鑫科技总市值突破4万亿	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	2026-04-30\|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;2026-07-13\|90.23\|-10.00\|97.24\|98.20\|90.23\|545837;2026-07-14\|94.77\|5.03\|90.18\|95.25\|86.87\|616538;2026-07-15\|87.83\|-7.32\|96.27\|97.00\|87.30\|453871;2026-07-16\|83.39\|-5.06\|86.26\|88.36\|82.00\|436282;2026-07-17\|75.05\|-10.00\|82.24\|84.00\|75.05\|460939;2026-07-20\|67.55\|-9.99\|76.95\|77.60\|67.55\|499526;2026-07-21\|73.98\|9.52\|68.76\|73.98\|60.80\|786645;2026-07-22\|75.20\|1.65\|73.86\|78.98\|72.36\|714000;2026-07-23\|76.58\|1.84\|76.02\|79.39\|75.30\|557093;2026-07-24\|78.08\|1.96\|80.00\|81.70\|77.35\|789964;2026-07-27\|79.04\|1.23\|75.36\|79.61\|70.89\|679684;2026-07-28\|71.14\|-9.99\|75.20\|77.98\|71.14\|484923;2026-07-29\|66.98\|-5.85\|72.02\|72.30\|65.14\|670259;2026-07-30\|61.80\|-7.73\|66.36\|68.75\|60.83\|624786;2026-07-31\|66.95\|8.33\|67.98\|67.98\|66.26\|570335;2026-08-03\|68.35\|2.09\|68.05\|71.85\|67.69\|757428;2026-08-04\|75.19\|10.01\|71.00\|75.19\|70.80\|392836;2026-08-05\|82.71\|10.00\|82.70\|82.71\|81.91\|311205;2026-08-06\|90.98\|10.00\|89.00\|90.98\|88.00\|781574;2026-08-07\|100.08\|10.00\|97.00\|100.08\|95.50\|1193077;2026-08-10\|102.58\|2.50\|104.60\|105.80\|98.68\|1352689;2026-08-11\|100.28\|-2.24\|97.92\|104.58\|96.80\|940254;2026-08-12\|105.98\|5.68\|100.31\|108.20\|99.00\|1068265;2026-08-13\|100.21\|-5.44\|105.00\|106.70\|100.00\|1012453;2026-08-14\|101.59\|1.38\|100.83\|105.50\|99.00\|781174;2026-08-17\|109.65\|7.93\|104.70\|109.66\|102.77\|1094821;2026-08-18\|108.30\|-1.23\|110.01\|113.00\|107.10\|956359;2026-08-19\|104.70\|-3.32\|103.06\|110.50\|103.06\|1035685;2026-08-20\|103.56\|-1.09\|102.91\|105.50\|97.00\|798414;2026-08-21\|100.88\|-2.59\|103.00\|105.00\|99.69\|612387;2026-08-24\|95.37\|-5.46\|103.60\|103.78\|92.18\|853451;2026-08-25\|94.23\|-1.20\|90.61\|95.37\|90.61\|590606;2026-08-26\|93.47\|-0.81\|94.23\|95.11\|91.00\|409245;2026-08-27\|101.36\|8.44\|94.51\|102.82\|93.60\|856497;2026-08-28\|99.66\|-1.68\|102.98\|105.55\|99.36\|752392;2026-08-31\|100.70\|1.04\|95.60\|101.75\|95.03\|507887;2026-09-01\|94.90\|-5.76\|100.71\|100.99\|94.00\|542261;2026-09-02\|92.23\|-2.81\|94.09\|95.36\|92.05\|361024;2026-09-03\|91.60\|-0.68\|93.56\|93.99\|90.30\|348469;2026-09-04\|87.09\|-4.92\|92.05\|93.18\|86.38\|522794;2026-09-07\|92.00\|5.64\|88.78\|92.55\|88.20\|525302;2026-09-08\|90.05\|-2.12\|92.82\|93.20\|89.50\|436232;2026-09-09\|91.39\|1.49\|94.00\|94.75\|90.65\|536907
121983	美股存储板块大涨；长鑫科技总市值突破4万亿	PCB高端化+先进封装+业绩高增行业原因： AI算力需求驱动PCB行业高增。据胜宏科技4月3日机构调研，未来AI PCB是整个PCB行业最具确定性的增长细分方向。从中期来看，高端产品的供给仍将处于相对紧张的状态，下游有充足的需求消化新增产能。公司原因： 1、据2026年3月14日公告的2025年年报，公司2025年实现营业收入14.08亿元，归属于上市公司股东的净利润2.90亿元，分别同比增长47.61%和80.42%。 2、据2026年3月14日公告的2025年年度报告，公司WLP系列直写光刻设备在先进封装市场领域已在多个头部客户验收量产中，在先进封装领域实现了“弯道超车”。同时，根据华创证券研报，公司WLP系列产品已成功进入多家头部厂商实现量产。 3、据2026年3月14日公告的2025年年度报告，公司作为全球PCB直接成像设备龙头企业，已实现全球PCB百强企业全覆盖，并深度绑定胜宏科技、鹏鼎控股、东山精密、深南电路、生益电子等海内外头部PCB厂商。另据公司2025年年度报告，2024年公司超越日资产商，成为全球最大的PCB直接成像设备制造商，全球市占率达15%。	公司WLP系列产品已助力多家先进封装头部厂商实现类CoWoS-L产品的量产	2026-04-30\|257.75\|-2.72\|266.74\|268.80\|251.99\|56065;2026-05-06\|267.00\|3.59\|263.00\|274.96\|259.78\|58722;2026-05-07\|272.95\|2.23\|268.00\|274.10\|263.18\|41660;2026-05-08\|259.16\|-5.05\|268.10\|270.00\|256.00\|58687;2026-05-11\|266.43\|2.81\|264.34\|272.88\|252.02\|81661;2026-05-12\|277.30\|4.08\|266.32\|282.90\|262.00\|80718;2026-05-13\|284.56\|2.62\|270.00\|286.80\|267.00\|64938;2026-05-14\|267.13\|-6.13\|283.00\|288.78\|267.00\|62165;2026-05-15\|258.71\|-3.15\|266.46\|270.99\|246.65\|82412;2026-05-18\|263.61\|1.89\|257.28\|272.88\|257.00\|55422;2026-05-19\|279.30\|5.95\|267.88\|279.38\|255.50\|61403;2026-05-20\|291.39\|4.33\|277.00\|295.00\|274.23\|71180;2026-05-21\|268.25\|-7.94\|295.10\|299.97\|266.00\|70050;2026-05-22\|298.30\|11.20\|273.86\|305.80\|270.00\|81096;2026-05-25\|306.80\|2.85\|309.93\|316.98\|289.00\|96986;2026-05-26\|294.07\|-4.15\|310.31\|310.90\|288.51\|78133;2026-05-27\|283.00\|-3.76\|297.01\|308.88\|279.00\|77664;2026-05-28\|326.00\|15.19\|281.00\|330.88\|278.00\|105749;2026-05-29\|335.00\|2.76\|335.00\|366.00\|333.13\|116507;2026-06-01\|339.89\|1.46\|341.99\|359.80\|330.20\|100644;2026-06-02\|353.30\|3.95\|342.52\|374.99\|341.00\|89023;2026-06-03\|366.50\|3.74\|363.10\|381.50\|355.00\|82408;2026-06-04\|408.00\|11.32\|358.90\|413.86\|354.00\|95248;2026-06-05\|379.00\|-7.11\|395.00\|408.50\|373.01\|82315;2026-06-08\|390.50\|3.03\|350.06\|406.00\|348.41\|88041;2026-06-09\|403.08\|3.22\|398.00\|408.98\|375.00\|68631;2026-06-10\|383.00\|-4.98\|392.00\|398.33\|371.00\|62593;2026-06-11\|393.70\|2.79\|379.00\|393.87\|374.00\|57275;2026-06-12\|394.00\|0.08\|413.50\|438.88\|391.40\|72561;2026-06-15\|438.19\|11.22\|400.00\|443.00\|386.09\|72259;2026-06-16\|463.80\|5.84\|445.00\|472.00\|435.00\|55765;2026-06-17\|475.77\|2.58\|459.08\|493.79\|458.87\|60237;2026-06-18\|502.00\|5.51\|473.00\|512.82\|471.00\|47348;2026-06-22\|488.00\|-2.79\|510.00\|512.00\|461.53\|69159;2026-06-23\|462.89\|-5.15\|485.55\|487.99\|458.16\|49751;2026-06-24\|513.88\|11.02\|459.00\|515.85\|455.55\|59583;2026-06-25\|555.50\|8.10\|520.00\|563.89\|515.00\|53812;2026-06-26\|527.97\|-4.96\|541.31\|554.95\|512.50\|53828;2026-06-29\|548.07\|3.81\|538.00\|558.00\|503.66\|64033;2026-06-30\|549.39\|0.24\|539.00\|555.00\|518.88\|45375;2026-07-01\|497.27\|-9.49\|550.00\|577.66\|490.11\|76365;2026-07-02\|468.00\|-5.89\|474.63\|499.95\|464.80\|58418;2026-07-03\|480.32\|2.63\|467.98\|502.00\|444.55\|54587;2026-07-06\|470.00\|-2.15\|488.33\|499.00\|448.00\|53767;2026-07-07\|462.23\|-1.65\|467.98\|478.20\|455.88\|43300;2026-07-08\|473.26\|2.39\|470.00\|494.81\|451.06\|50611;2026-07-09\|517.80\|9.41\|489.00\|523.35\|468.88\|59589;2026-07-10\|465.02\|-10.19\|517.12\|525.00\|464.00\|61445;2026-07-13\|446.58\|-3.97\|450.02\|481.97\|444.00\|44393;2026-07-14\|455.60\|2.02\|453.00\|464.00\|420.66\|54382;2026-07-15\|430.77\|-5.45\|467.00\|467.51\|425.00\|50675;2026-07-16\|384.00\|-10.86\|421.97\|428.93\|377.81\|86213;2026-07-17\|359.78\|-6.31\|378.74\|394.01\|359.50\|82684;2026-07-20\|344.00\|-4.39\|375.00\|391.00\|330.00\|85142;2026-07-21\|403.45\|17.28\|357.50\|403.58\|320.01\|94753;2026-07-22\|401.00\|-0.61\|399.99\|428.00\|390.00\|84133;2026-07-23\|384.00\|-4.24\|408.51\|414.81\|380.03\|56585;2026-07-24\|408.80\|6.46\|377.63\|426.24\|377.63\|74998;2026-07-27\|420.90\|2.96\|404.80\|424.99\|390.00\|65162;2026-07-28\|378.00\|-10.19\|408.00\|429.00\|373.00\|69818;2026-07-29\|349.92\|-7.43\|378.40\|385.93\|330.00\|82829;2026-07-30\|299.90\|-14.29\|348.23\|349.89\|297.57\|86643;2026-07-31\|325.23\|8.45\|346.80\|359.88\|325.00\|87900;2026-08-03\|303.53\|-6.67\|322.00\|332.99\|300.03\|57183;2026-08-04\|340.00\|12.02\|310.00\|345.00\|305.99\|62001;2026-08-05\|361.00\|6.18\|338.14\|369.63\|333.00\|80386;2026-08-06\|392.62\|8.76\|353.78\|397.99\|350.02\|74233;2026-08-07\|426.99\|8.75\|394.33\|439.00\|394.33\|79813;2026-08-10\|430.30\|0.78\|431.03\|437.00\|418.00\|58464;2026-08-11\|415.00\|-3.56\|421.02\|434.66\|414.00\|40635;2026-08-12\|425.50\|2.53\|418.32\|427.25\|409.13\|40800;2026-08-13\|419.00\|-1.53\|430.00\|444.88\|415.00\|52465;2026-08-14\|419.00\|0.00\|420.65\|429.87\|412.00\|35764;2026-08-17\|448.79\|7.11\|419.98\|448.95\|415.02\|48577;2026-08-18\|471.20\|4.99\|450.00\|475.60\|444.30\|60381;2026-08-19\|434.00\|-7.89\|448.00\|466.99\|429.00\|66667;2026-08-20\|433.00\|-0.23\|445.00\|466.66\|421.98\|65947;2026-08-21\|429.58\|-0.79\|428.43\|455.60\|419.04\|47080;2026-08-24\|426.15\|-0.80\|432.00\|439.82\|406.00\|54535;2026-08-25\|415.00\|-2.62\|416.11\|420.00\|396.80\|51520;2026-08-26\|430.60\|3.76\|427.82\|433.00\|406.58\|50344;2026-08-27\|438.60\|1.86\|423.00\|444.44\|412.32\|81809;2026-08-28\|418.80\|-4.51\|434.86\|442.50\|417.15\|44040;2026-08-31\|418.80\|0.00\|402.39\|419.87\|401.18\|37274;2026-09-01\|404.00\|-3.53\|419.00\|421.79\|400.00\|31459;2026-09-02\|389.41\|-3.61\|398.00\|401.88\|389.00\|36734;2026-09-03\|390.00\|0.15\|397.19\|401.58\|379.24\|36109;2026-09-04\|370.80\|-4.92\|396.01\|401.90\|366.58\|46300;2026-09-07\|410.05\|10.59\|377.46\|412.87\|377.00\|52516;2026-09-08\|405.00\|-1.23\|410.00\|419.59\|401.00\|3578539;2026-09-09\|411.90\|1.70\|416.00\|424.68\|405.95\|3166399
121982	美股存储板块大涨；长鑫科技总市值突破4万亿	电源管理芯片+车规芯片+收购兼并行业原因：据央视财经，有数据显示，近三个月，车规级存储芯片整体价格涨幅约在180%。公司原因： 1、据2025年11月10日机构调研，公司2025年前三季度营收19.42亿元同比增长63.01%，研发费用6.79亿元，持续投入车规及AI算力电源管理芯片，应用于通讯、汽车、计算、新能源等领域。 2、据2025年年报，公司已量产满足AEC-Q100的5~100V车规DC-DC产品矩阵及多相控制器、DrMOS，并导入了知名车厂或一级供应商的供应链体系；同时推出了多款面向智能驾驶的ASIL-D PMIC。 3、据2026年5月30日公告，公司拟向参股企业高易信杰增资3000万元，深化产业协同。	公司专注于模拟集成电路的设计研发，具备包括芯片和系统设计技术、晶圆制造工艺在内的完整核心技术架构	2026-04-30\|92.88\|16.79\|79.53\|94.98\|78.80\|307769;2026-05-06\|95.99\|3.35\|94.93\|98.91\|92.02\|313397;2026-05-07\|96.45\|0.48\|95.98\|101.01\|94.56\|219372;2026-05-08\|93.77\|-2.78\|95.00\|96.00\|93.00\|140811;2026-05-11\|104.59\|11.54\|96.80\|108.97\|96.80\|263458;2026-05-12\|110.12\|5.29\|102.44\|111.88\|102.22\|213890;2026-05-13\|109.10\|-0.93\|107.10\|110.76\|104.01\|197794;2026-05-14\|103.50\|-5.13\|110.18\|111.80\|103.50\|178479;2026-05-15\|96.36\|-6.90\|105.13\|105.48\|94.72\|347019;2026-05-18\|94.83\|-1.59\|95.52\|97.77\|92.58\|197575;2026-05-19\|101.78\|7.33\|95.29\|102.42\|92.30\|245578;2026-05-20\|101.86\|0.08\|101.00\|103.14\|98.50\|166372;2026-05-21\|95.05\|-6.69\|102.00\|103.85\|94.00\|168008;2026-05-22\|96.50\|1.53\|95.99\|98.36\|93.21\|157795;2026-05-25\|103.20\|6.94\|102.00\|106.98\|98.22\|209731;2026-05-26\|99.34\|-3.74\|103.30\|104.87\|96.06\|177138;2026-05-27\|97.74\|-1.61\|102.00\|105.00\|97.27\|166895;2026-05-28\|103.50\|5.89\|96.94\|105.44\|95.16\|180231;2026-05-29\|95.66\|-7.57\|103.41\|103.47\|94.20\|246751;2026-06-01\|88.92\|-7.05\|94.96\|97.00\|88.46\|197829;2026-06-02\|98.78\|11.09\|90.50\|101.80\|90.00\|216698;2026-06-03\|98.00\|-0.79\|99.70\|103.50\|96.18\|159274;2026-06-04\|97.60\|-0.41\|99.50\|101.12\|95.56\|137262;2026-06-05\|92.39\|-5.34\|96.16\|98.00\|91.62\|138912;2026-06-08\|86.42\|-6.46\|86.10\|91.28\|84.50\|180194;2026-06-09\|103.70\|20.00\|91.98\|103.70\|91.07\|188478;2026-06-10\|109.28\|5.38\|105.00\|113.70\|105.00\|326088;2026-06-11\|124.66\|14.07\|111.72\|129.86\|111.72\|318706;2026-06-12\|117.31\|-5.90\|126.57\|127.28\|117.00\|191479;2026-06-15\|129.90\|10.73\|122.50\|132.00\|118.60\|185877;2026-06-16\|136.52\|5.10\|133.23\|139.00\|128.37\|190554;2026-06-17\|135.40\|-0.82\|133.99\|138.99\|132.16\|133877;2026-06-18\|142.93\|5.56\|138.00\|148.24\|137.83\|151653;2026-06-22\|141.12\|-1.27\|142.96\|147.00\|137.01\|151187;2026-06-23\|137.00\|-2.92\|137.51\|141.98\|134.50\|118882;2026-06-24\|143.47\|4.72\|137.50\|147.18\|135.89\|128208;2026-06-25\|146.88\|2.38\|146.00\|148.59\|141.47\|127791;2026-06-26\|146.80\|-0.05\|145.00\|153.99\|143.13\|142970;2026-06-29\|142.56\|-2.89\|145.21\|149.89\|134.12\|138128;2026-06-30\|153.50\|7.67\|141.11\|155.60\|138.14\|133990;2026-07-01\|148.54\|-3.23\|155.99\|163.50\|147.00\|118848;2026-07-02\|144.21\|-2.92\|143.00\|157.11\|140.97\|154482;2026-07-03\|156.00\|8.18\|144.21\|163.31\|139.07\|194285;2026-07-06\|168.26\|7.86\|159.11\|171.10\|154.95\|186972;2026-07-07\|162.92\|-3.17\|163.01\|168.89\|159.00\|131552;2026-07-08\|177.00\|8.64\|168.00\|185.00\|162.92\|194370;2026-07-09\|174.23\|-1.56\|177.10\|181.25\|165.93\|172310;2026-07-10\|152.65\|-12.39\|174.00\|179.47\|152.65\|175718;2026-07-13\|138.35\|-9.37\|151.43\|158.50\|137.00\|270575;2026-07-14\|147.10\|6.32\|138.00\|147.90\|134.70\|180609;2026-07-15\|133.00\|-9.59\|148.20\|150.65\|132.18\|152521;2026-07-16\|121.85\|-8.38\|133.84\|136.10\|120.05\|197609;2026-07-17\|116.83\|-4.12\|121.01\|128.99\|116.29\|222383;2026-07-20\|114.47\|-2.02\|125.50\|129.82\|110.00\|222071;2026-07-21\|137.36\|20.00\|120.00\|137.36\|113.32\|200537;2026-07-22\|143.75\|4.65\|138.00\|155.00\|138.00\|270760;2026-07-23\|135.33\|-5.86\|144.97\|147.77\|133.80\|148689;2026-07-24\|134.03\|-0.96\|134.51\|139.68\|132.10\|139213;2026-07-27\|132.70\|-0.99\|133.47\|137.25\|124.64\|180845;2026-07-28\|115.08\|-13.28\|128.63\|131.90\|113.18\|192593;2026-07-29\|113.63\|-1.26\|116.00\|118.53\|106.00\|208838;2026-07-30\|98.47\|-13.34\|113.01\|116.00\|97.04\|228712;2026-07-31\|114.11\|15.88\|113.21\|118.16\|108.32\|263595;2026-08-03\|105.86\|-7.23\|112.20\|116.20\|104.00\|168761;2026-08-04\|115.01\|8.64\|109.08\|117.44\|105.01\|163989;2026-08-05\|128.01\|11.30\|115.19\|130.60\|115.19\|221945;2026-08-06\|130.70\|2.10\|124.00\|134.77\|123.46\|162495;2026-08-07\|137.51\|5.21\|130.12\|139.50\|128.05\|149708;2026-08-10\|141.31\|2.76\|140.26\|144.65\|131.28\|167999;2026-08-11\|140.00\|-0.93\|140.00\|147.50\|137.18\|128354;2026-08-12\|136.90\|-2.21\|139.88\|140.00\|134.80\|114552;2026-08-13\|135.77\|-0.83\|140.00\|143.20\|135.60\|128086;2026-08-14\|143.00\|5.33\|140.00\|143.43\|136.00\|117274;2026-08-17\|139.81\|-2.23\|143.79\|145.80\|126.00\|283021;2026-08-18\|143.58\|2.70\|139.00\|144.98\|135.66\|188577;2026-08-19\|120.00\|-16.42\|135.80\|139.80\|118.70\|249350;2026-08-20\|121.81\|1.51\|125.00\|125.65\|119.39\|150158;2026-08-21\|124.35\|2.09\|121.97\|126.42\|119.57\|99206;2026-08-24\|115.07\|-7.46\|124.00\|124.00\|111.00\|158153;2026-08-25\|117.32\|1.96\|113.20\|118.33\|108.75\|126567;2026-08-26\|120.40\|2.63\|118.41\|124.99\|115.59\|114170;2026-08-27\|129.55\|7.60\|122.16\|131.48\|119.01\|190892;2026-08-28\|119.58\|-7.70\|128.13\|129.55\|119.33\|135936;2026-08-31\|125.23\|4.72\|116.94\|126.77\|115.50\|160978;2026-09-01\|122.00\|-2.58\|124.90\|127.50\|121.20\|114276;2026-09-02\|117.38\|-3.79\|120.57\|120.57\|117.00\|82497;2026-09-03\|118.76\|1.18\|119.99\|121.00\|116.35\|71067;2026-09-04\|114.00\|-4.01\|120.00\|122.76\|112.77\|82284;2026-09-07\|120.52\|5.72\|116.20\|121.87\|115.00\|98622;2026-09-08\|114.85\|-4.70\|120.08\|121.99\|114.20\|7283140;2026-09-09\|118.70\|3.35\|115.29\|120.36\|114.74\|8877838
121981	美股存储板块大涨；长鑫科技总市值突破4万亿	半导体附属装备+光刻胶剥离液+产品测试进展行业原因：华泰证券指出，存储行业正快速增长，伴随当前晶圆厂、存储企业等扩产，以及芯片向新型存储技术、先进制程、先进封装等发展，全球半导体材料市场有望迎来快速增长。公司原因： 1、据2026年6月1日机构调研，公司围绕半导体生产主设备打造附属装备和核心零部件平台，研制涵盖L/S、LOC-VOC、真空设备、温控设备等多品类核心产品，已在重要技术路线掌握、核心工艺段覆盖等方面取得成绩。 2、据2026年4月23日年报，公司“国产半导体制程附属设备及关键零部件项目一期”正式投产；L/S设备新机型在国际知名半导体客户ETCH制程测试，多级罗茨真空设备部分产品已发送至国际知名半导体客户验证测试。 3、据2026年4月23日年报及2025年7月24日公告，公司电子化学品材料包括光刻胶剥离液、蚀刻液等，2025年该业务收入4,949.44万元，同比增长72.28%。	公司为华为武汉研发生产项目-海思光工厂洁净室提供工艺废气治理系统	2026-04-30\|26.02\|2.44\|24.88\|26.37\|24.88\|36836;2026-05-06\|25.90\|-0.46\|26.06\|26.50\|25.66\|27805;2026-05-07\|26.35\|1.74\|25.88\|26.58\|25.88\|26890;2026-05-08\|26.05\|-1.14\|26.19\|26.35\|25.60\|22550;2026-05-11\|26.30\|0.96\|26.07\|26.41\|25.86\|23292;2026-05-12\|25.83\|-1.79\|26.30\|26.30\|25.66\|18626;2026-05-13\|26.69\|3.33\|25.80\|26.98\|25.29\|37710;2026-05-14\|27.34\|2.44\|26.69\|27.98\|26.00\|61661;2026-05-15\|27.81\|1.72\|27.17\|28.28\|27.17\|58045;2026-05-18\|27.75\|-0.22\|27.77\|27.93\|27.36\|34453;2026-05-19\|27.85\|0.36\|27.50\|28.27\|27.50\|26189;2026-05-20\|30.64\|10.02\|27.85\|30.64\|27.73\|91249;2026-05-21\|32.90\|7.38\|32.26\|33.70\|31.90\|153716;2026-05-22\|30.49\|-7.33\|33.59\|33.70\|30.07\|200735;2026-05-25\|30.45\|-0.13\|30.00\|31.29\|29.30\|147149;2026-05-26\|29.80\|-2.13\|29.88\|30.30\|28.51\|119122;2026-05-27\|28.34\|-4.90\|29.65\|30.90\|27.76\|87017;2026-05-28\|31.17\|9.99\|27.77\|31.17\|27.32\|123539;2026-05-29\|34.29\|10.01\|32.36\|34.29\|32.28\|149731;2026-06-01\|32.87\|-4.14\|33.00\|34.98\|32.33\|193610;2026-06-02\|33.95\|3.29\|33.03\|34.96\|32.82\|164628;2026-06-03\|32.48\|-4.33\|32.75\|33.77\|31.90\|127052;2026-06-04\|31.39\|-3.36\|31.86\|32.57\|31.30\|76507;2026-06-05\|30.18\|-3.85\|31.45\|31.48\|29.71\|82255;2026-06-08\|28.86\|-4.37\|29.00\|30.46\|28.20\|81225;2026-06-09\|29.92\|3.67\|28.86\|30.49\|28.86\|63474;2026-06-10\|30.75\|2.77\|29.54\|31.45\|29.51\|77112;2026-06-11\|33.83\|10.02\|30.33\|33.83\|30.33\|53790;2026-06-12\|33.76\|-0.21\|35.12\|37.21\|33.76\|178626;2026-06-15\|34.26\|1.48\|33.40\|34.75\|32.50\|128622;2026-06-16\|35.62\|3.97\|34.06\|35.88\|33.50\|133892;2026-06-17\|39.18\|9.99\|34.70\|39.18\|34.43\|144277;2026-06-18\|43.10\|10.01\|39.20\|43.10\|38.16\|183728;2026-06-22\|41.80\|-3.02\|43.96\|44.98\|39.72\|199339;2026-06-23\|41.18\|-1.48\|40.93\|42.10\|39.88\|102119;2026-06-24\|45.30\|10.00\|39.77\|45.30\|38.98\|164078;2026-06-25\|47.76\|5.43\|47.22\|49.83\|47.01\|203695;2026-06-26\|51.02\|6.83\|48.18\|52.15\|48.00\|148592;2026-06-29\|53.65\|5.15\|50.93\|55.10\|50.03\|150397;2026-06-30\|51.26\|-4.45\|53.12\|55.79\|49.69\|165735;2026-07-01\|55.30\|7.88\|50.75\|56.39\|50.20\|197876;2026-07-02\|49.77\|-10.00\|54.55\|54.80\|49.77\|161199;2026-07-03\|48.21\|-3.13\|47.67\|50.59\|47.30\|124058;2026-07-06\|45.91\|-4.77\|47.66\|49.60\|45.54\|77596;2026-07-07\|44.17\|-3.79\|45.47\|46.37\|43.90\|67716;2026-07-08\|42.27\|-4.30\|44.26\|44.88\|41.40\|52771;2026-07-09\|42.99\|1.70\|43.12\|43.35\|40.95\|48068;2026-07-10\|40.75\|-5.21\|43.18\|44.55\|40.71\|66642;2026-07-13\|37.09\|-8.98\|40.24\|40.98\|36.93\|57476;2026-07-14\|36.92\|-0.46\|37.00\|37.89\|35.28\|52577;2026-07-15\|34.93\|-5.39\|36.95\|37.38\|34.66\|49900;2026-07-16\|32.48\|-7.01\|34.80\|34.93\|32.00\|49022;2026-07-17\|29.41\|-9.45\|33.04\|33.04\|29.24\|68798;2026-07-20\|26.47\|-10.00\|29.78\|29.82\|26.47\|73710;2026-07-21\|28.18\|6.46\|27.44\|28.33\|23.82\|115747;2026-07-22\|27.12\|-3.76\|27.23\|29.17\|26.80\|82074;2026-07-23\|26.70\|-1.55\|27.44\|28.00\|26.30\|48410;2026-07-24\|27.10\|1.50\|26.85\|28.45\|26.50\|67215;2026-07-27\|27.81\|2.62\|26.73\|27.94\|26.26\|55850;2026-07-28\|26.22\|-5.72\|27.55\|28.83\|26.00\|58197;2026-07-29\|25.32\|-3.43\|25.49\|26.55\|24.05\|78346;2026-07-30\|23.18\|-8.45\|25.18\|25.63\|22.90\|77347;2026-07-31\|23.97\|3.41\|24.15\|25.50\|23.96\|97156;2026-08-03\|23.27\|-2.92\|24.30\|24.30\|23.08\|82679;2026-08-04\|24.78\|6.49\|23.37\|24.87\|23.19\|62944;2026-08-05\|26.24\|5.89\|24.74\|26.49\|24.60\|82926;2026-08-06\|26.93\|2.63\|25.65\|27.05\|25.65\|59996;2026-08-07\|28.12\|4.42\|26.83\|28.54\|26.40\|63695;2026-08-10\|27.80\|-1.14\|28.35\|28.52\|27.09\|54842;2026-08-11\|27.87\|0.25\|27.79\|28.58\|26.93\|44414;2026-08-12\|28.45\|2.08\|28.16\|28.79\|27.88\|37510;2026-08-13\|27.77\|-2.39\|28.64\|29.05\|27.70\|30944;2026-08-14\|28.55\|2.81\|27.82\|28.64\|27.82\|36241;2026-08-17\|29.93\|4.83\|28.85\|30.32\|28.67\|51151;2026-08-18\|29.45\|-1.60\|30.50\|30.59\|28.87\|42395;2026-08-19\|27.25\|-7.47\|28.70\|29.05\|27.10\|50868;2026-08-20\|27.46\|0.77\|27.78\|28.15\|27.05\|40655;2026-08-21\|27.45\|-0.04\|27.21\|27.86\|26.60\|40276;2026-08-24\|27.17\|-1.02\|27.62\|27.89\|26.66\|40537;2026-08-25\|27.13\|-0.15\|26.98\|27.42\|25.95\|29763;2026-08-26\|27.01\|-0.44\|27.26\|27.50\|26.60\|32689;2026-08-27\|27.64\|2.33\|27.01\|27.91\|26.76\|36902;2026-08-28\|26.59\|-3.80\|27.49\|28.20\|26.55\|40689;2026-08-31\|27.30\|2.67\|26.12\|27.35\|26.00\|37997;2026-09-01\|26.26\|-3.81\|27.25\|27.80\|26.02\|33250;2026-09-02\|25.86\|-1.52\|26.00\|26.23\|25.56\|28796;2026-09-03\|25.93\|0.27\|26.25\|26.52\|25.58\|26884;2026-09-04\|25.50\|-1.66\|25.93\|26.69\|25.30\|27096;2026-09-07\|26.18\|2.67\|25.75\|27.50\|25.73\|40023;2026-09-08\|25.87\|-1.18\|26.00\|26.68\|25.83\|30819;2026-09-09\|25.76\|-0.43\|25.87\|26.86\|25.60\|27879
121980	美股存储板块大涨；长鑫科技总市值突破4万亿	存储芯片+企业级SSD+一季报增长行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年5月26日互动易，公司表示AI大模型训练与推理正驱动存储需求快速增长，存储从算力配套升级为AI核心基础设施，当前公司在手订单充足，预期能够保持良好的业绩水平。 2、据2026年5月13日机构调研，2026年公司发布SATA/PCIe双模企业级SSD主控H3361，企业级业务加速扩张，产品已进入多家国内互联网及服务器厂商供应链并实现规模销售，收入规模及占比持续提升；5月12日公司光明智能制造基地启动，定位高端制造与测试验证中心。 3、据2026年4月30日公告，公司2026年一季度实现营收75.38亿元，同比增长502.08%；归母净利润33.46亿元，同比扭亏为盈，主要得益于AI服务器、数据中心需求爆发，存储行业景气度持续提升。	公司目前已建立了完善的存储产品矩阵，包括移动存储、固态硬盘、嵌入式存储、内存条等	2026-04-30\|524.81\|0.36\|517.71\|535.00\|509.01\|193544;2026-05-06\|577.29\|10.00\|570.00\|577.29\|560.38\|78830;2026-05-07\|616.51\|6.79\|603.00\|633.00\|597.00\|252913;2026-05-08\|597.71\|-3.05\|599.23\|609.98\|592.90\|150563;2026-05-11\|639.21\|6.94\|631.11\|644.96\|616.13\|180515;2026-05-12\|618.00\|-3.32\|630.56\|633.50\|610.00\|150166;2026-05-13\|679.80\|10.00\|595.24\|679.80\|595.24\|168739;2026-05-14\|721.65\|6.16\|699.00\|739.48\|689.00\|190782;2026-05-15\|712.06\|-1.33\|722.01\|759.99\|697.62\|213475;2026-05-18\|735.04\|3.23\|707.00\|743.56\|702.58\|167160;2026-05-19\|699.16\|-4.88\|712.00\|716.00\|672.94\|150562;2026-05-20\|695.96\|-0.46\|705.00\|717.45\|685.00\|128465;2026-05-21\|656.10\|-5.73\|707.00\|709.80\|652.88\|142761;2026-05-22\|674.00\|2.73\|671.00\|680.39\|651.02\|132272;2026-05-25\|695.00\|3.12\|669.99\|698.50\|657.01\|133567;2026-05-26\|659.10\|-5.17\|688.05\|688.05\|643.00\|136401;2026-05-27\|665.00\|0.90\|680.00\|703.00\|660.80\|158845;2026-05-28\|657.35\|-1.15\|655.02\|669.50\|633.89\|109700;2026-05-29\|640.00\|-2.64\|669.00\|679.58\|630.00\|125845;2026-06-01\|597.41\|-6.65\|641.40\|646.00\|597.00\|121728;2026-06-02\|605.90\|1.42\|600.00\|611.66\|583.00\|110274;2026-06-03\|618.95\|2.15\|600.00\|639.99\|598.00\|125917;2026-06-04\|680.85\|10.00\|612.58\|680.85\|612.58\|191661;2026-06-05\|630.50\|-7.40\|655.55\|665.38\|623.82\|165281;2026-06-08\|588.10\|-6.72\|568.18\|609.00\|568.18\|112052;2026-06-09\|625.74\|6.40\|605.55\|629.25\|598.50\|106237;2026-06-10\|627.95\|0.35\|619.75\|640.63\|612.63\|96313;2026-06-11\|632.35\|0.70\|630.00\|638.05\|617.00\|86064;2026-06-12\|617.43\|-2.36\|662.10\|664.00\|617.43\|152458;2026-06-15\|641.86\|3.96\|632.00\|643.68\|608.14\|112303;2026-06-16\|655.66\|2.15\|649.66\|664.99\|633.20\|120558;2026-06-17\|709.62\|8.23\|642.00\|720.00\|633.50\|171739;2026-06-18\|712.00\|0.34\|702.00\|736.00\|698.08\|160789;2026-06-22\|737.07\|3.52\|726.00\|740.00\|706.00\|151962;2026-06-23\|755.01\|2.43\|730.00\|796.00\|706.00\|171855;2026-06-24\|810.00\|7.28\|759.00\|816.88\|743.51\|182022;2026-06-25\|891.00\|10.00\|830.00\|891.00\|829.19\|202889;2026-06-26\|951.00\|6.73\|881.10\|980.00\|872.31\|218735;2026-06-29\|970.00\|2.00\|939.95\|978.00\|886.66\|171300;2026-06-30\|942.90\|-2.79\|935.00\|957.99\|898.00\|131073;2026-07-01\|893.22\|-5.27\|945.00\|976.00\|880.00\|163543;2026-07-02\|811.00\|-9.20\|829.54\|872.83\|806.00\|160378;2026-07-03\|881.91\|8.74\|804.75\|892.10\|795.00\|198003;2026-07-06\|935.00\|6.02\|877.10\|954.19\|860.00\|216857;2026-07-07\|851.00\|-8.98\|870.00\|900.00\|845.28\|143597;2026-07-08\|825.00\|-3.06\|866.31\|870.24\|790.00\|139865;2026-07-09\|860.48\|4.30\|840.01\|867.88\|798.88\|163888;2026-07-10\|799.98\|-7.03\|859.99\|878.99\|799.90\|150891;2026-07-13\|719.98\|-10.00\|755.28\|774.23\|719.98\|113759;2026-07-14\|736.00\|2.23\|716.63\|740.00\|663.26\|170348;2026-07-15\|662.40\|-10.00\|662.40\|662.40\|662.40\|26504;2026-07-16\|596.16\|-10.00\|596.16\|596.16\|596.16\|8321;2026-07-17\|536.54\|-10.00\|536.54\|536.54\|536.54\|21076;2026-07-20\|482.89\|-10.00\|482.89\|500.00\|482.89\|177602;2026-07-21\|508.00\|5.20\|450.01\|530.00\|434.60\|406326;2026-07-22\|457.20\|-10.00\|480.00\|485.96\|457.20\|256480;2026-07-23\|435.00\|-4.86\|444.00\|468.68\|431.47\|261887;2026-07-24\|399.89\|-8.07\|431.28\|432.00\|398.05\|252081;2026-07-27\|401.60\|0.43\|399.89\|405.58\|378.00\|215021;2026-07-28\|361.44\|-10.00\|381.53\|401.50\|361.44\|192939;2026-07-29\|354.58\|-1.90\|361.00\|363.00\|334.00\|247036;2026-07-30\|390.04\|10.00\|359.33\|390.04\|352.00\|306387;2026-07-31\|385.90\|-1.06\|429.04\|429.04\|385.04\|422580;2026-08-03\|349.00\|-9.56\|373.94\|376.61\|348.96\|272145;2026-08-04\|364.18\|4.35\|352.03\|369.31\|347.00\|247688;2026-08-05\|386.24\|6.06\|363.00\|393.39\|360.00\|274501;2026-08-06\|388.25\|0.52\|371.34\|397.51\|367.00\|227112;2026-08-07\|404.16\|4.10\|388.32\|412.25\|388.00\|249973;2026-08-10\|400.80\|-0.83\|408.00\|415.00\|390.00\|195807;2026-08-11\|400.99\|0.05\|397.50\|414.00\|395.02\|180555;2026-08-12\|407.58\|1.64\|404.01\|413.72\|395.11\|166227;2026-08-13\|396.53\|-2.71\|416.88\|424.66\|396.00\|192819;2026-08-14\|406.19\|2.44\|410.02\|415.09\|399.00\|140694;2026-08-17\|435.40\|7.19\|410.02\|443.60\|406.60\|210540;2026-08-18\|437.33\|0.44\|440.00\|450.65\|428.96\|201430;2026-08-19\|393.80\|-9.95\|415.40\|419.85\|393.60\|193453;2026-08-20\|398.10\|1.09\|400.01\|403.92\|390.01\|101615;2026-08-21\|415.12\|4.28\|398.10\|423.00\|393.00\|152184;2026-08-24\|400.36\|-3.56\|413.33\|415.00\|386.16\|137310;2026-08-25\|397.03\|-0.83\|390.00\|406.85\|386.15\|105314;2026-08-26\|390.69\|-1.60\|398.19\|401.98\|389.24\|86405;2026-08-27\|429.76\|10.00\|395.19\|429.76\|392.33\|209854;2026-08-28\|429.03\|-0.17\|437.50\|448.25\|429.01\|191818;2026-08-31\|436.50\|1.74\|422.31\|442.32\|420.50\|133741;2026-09-01\|418.04\|-4.23\|436.65\|439.18\|416.88\|104139;2026-09-02\|412.93\|-1.22\|408.51\|420.80\|408.50\|77505;2026-09-03\|405.06\|-1.91\|417.00\|417.70\|401.68\|88098;2026-09-04\|391.30\|-3.40\|409.03\|413.00\|388.00\|102111;2026-09-07\|403.98\|3.24\|401.12\|407.80\|398.50\|106160;2026-09-08\|416.82\|3.18\|404.06\|431.00\|401.03\|156467;2026-09-09\|409.60\|-1.73\|421.04\|425.00\|407.22\|92539
121979	美股存储板块大涨；长鑫科技总市值突破4万亿	HBM检测+半导体设备+一季报增长行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年4月28日年报，公司在HBM制造检测等领域形成差异化优势，核心产品包括无图/有图/边缘/背面/复合一体晶圆缺陷检测设备，为Samsung、SUMCO、奕斯伟等境内外头部厂商核心供应商。 2、据2026年6月3日互动易，公司2025年出货至国内头部FAB厂的晶圆边缘全维度检测设备现已获客户验收通过，得到客户高度认可，同步正积极推进晶圆背面缺陷检测设备。 3、据2026年4月28日公告，公司2026年一季度实现营收7.75亿元，同比增长6.11%；归母净利润9106.40万元，同比增长33.21%。	公司通过收购日本 Optima 掌握晶圆缺陷检测等核心技术，是国内唯一能量产 HBM 量测设备的企业，且半导体设备产品线丰富，涵盖晶圆字符检测机、激光开槽机等，为国产芯片生产提供关键设备支持	2026-04-30\|53.83\|0.06\|53.98\|55.25\|53.41\|167286;2026-05-06\|54.85\|1.89\|56.48\|57.30\|54.76\|215889;2026-05-07\|55.95\|2.01\|55.49\|55.98\|54.70\|148343;2026-05-08\|54.70\|-2.23\|54.83\|55.77\|54.20\|127198;2026-05-11\|57.73\|5.54\|56.30\|58.62\|56.09\|204254;2026-05-12\|57.75\|0.03\|57.72\|58.78\|56.38\|149312;2026-05-13\|59.28\|2.65\|56.50\|59.95\|56.50\|168482;2026-05-14\|61.50\|3.74\|59.29\|63.86\|59.29\|243377;2026-05-15\|61.20\|-0.49\|61.05\|63.31\|59.29\|246375;2026-05-18\|64.03\|4.62\|62.33\|66.05\|61.09\|243073;2026-05-19\|69.76\|8.95\|64.00\|69.99\|62.43\|299176;2026-05-20\|71.00\|1.78\|68.50\|72.00\|68.16\|327288;2026-05-21\|67.00\|-5.63\|71.01\|72.72\|66.51\|306007;2026-05-22\|67.19\|0.28\|67.91\|68.40\|66.65\|214517;2026-05-25\|69.69\|3.72\|67.19\|70.65\|65.98\|237775;2026-05-26\|67.10\|-3.72\|69.00\|70.14\|65.56\|207945;2026-05-27\|66.01\|-1.62\|68.74\|70.05\|65.70\|184155;2026-05-28\|67.68\|2.53\|65.00\|68.88\|64.18\|175355;2026-05-29\|63.18\|-6.65\|68.35\|68.99\|62.28\|237036;2026-06-01\|48.20\|0.04\|47.95\|50.69\|47.17\|213776;2026-06-02\|48.21\|0.02\|49.00\|49.98\|47.80\|161048;2026-06-03\|48.87\|1.37\|48.88\|50.60\|48.08\|216863;2026-06-04\|49.30\|0.88\|48.00\|49.85\|47.61\|190268;2026-06-05\|49.05\|-0.51\|48.06\|49.99\|46.58\|216425;2026-06-08\|46.22\|-5.77\|46.56\|48.38\|45.48\|194113;2026-06-09\|47.67\|3.14\|47.21\|48.35\|45.98\|178552;2026-06-10\|49.56\|3.96\|46.70\|50.20\|46.35\|263804;2026-06-11\|50.93\|2.76\|48.88\|51.78\|48.88\|277009;2026-06-12\|50.90\|-0.06\|53.60\|56.02\|50.83\|480579;2026-06-15\|55.25\|8.55\|53.00\|55.40\|51.10\|420319;2026-06-16\|57.33\|3.76\|55.42\|58.20\|54.28\|342694;2026-06-17\|63.06\|9.99\|56.00\|63.06\|55.69\|330567;2026-06-18\|62.60\|-0.73\|65.06\|65.49\|61.31\|388036;2026-06-22\|65.00\|3.83\|63.89\|65.65\|62.28\|342942;2026-06-23\|65.29\|0.45\|64.35\|67.22\|62.40\|278672;2026-06-24\|69.86\|7.00\|64.00\|70.49\|63.74\|313493;2026-06-25\|72.09\|3.19\|71.64\|72.82\|69.10\|252150;2026-06-26\|71.58\|-0.71\|70.87\|77.14\|70.85\|313390;2026-06-29\|78.74\|10.00\|72.78\|78.74\|71.17\|357846;2026-06-30\|80.98\|2.84\|83.30\|84.38\|79.47\|420608;2026-07-01\|80.96\|-0.02\|86.00\|88.88\|79.56\|533677;2026-07-02\|72.86\|-10.00\|72.86\|75.20\|72.86\|342405;2026-07-03\|68.05\|-6.60\|68.14\|70.50\|66.62\|388441;2026-07-06\|67.99\|-0.09\|68.88\|69.88\|64.80\|291049;2026-07-07\|68.25\|0.38\|67.77\|69.80\|66.10\|202019;2026-07-08\|67.80\|-0.66\|67.70\|69.78\|63.00\|289901;2026-07-09\|72.09\|6.33\|69.20\|72.30\|67.00\|314344;2026-07-10\|65.95\|-8.52\|72.99\|74.30\|65.90\|405231;2026-07-13\|62.17\|-5.73\|64.31\|67.30\|61.93\|278533;2026-07-14\|61.27\|-1.45\|62.27\|63.20\|58.50\|245546;2026-07-15\|57.45\|-6.23\|62.50\|63.28\|56.89\|216986;2026-07-16\|52.06\|-9.38\|56.00\|57.50\|51.71\|287571;2026-07-17\|46.85\|-10.01\|52.02\|52.15\|46.85\|265089;2026-07-20\|42.17\|-9.99\|47.56\|47.85\|42.17\|256698;2026-07-21\|45.86\|8.75\|42.48\|46.05\|38.00\|403079;2026-07-22\|44.40\|-3.18\|44.99\|46.88\|43.93\|291914;2026-07-23\|43.24\|-2.61\|45.29\|45.40\|42.80\|184556;2026-07-24\|43.71\|1.09\|42.80\|45.27\|41.66\|244319;2026-07-27\|44.75\|2.38\|43.74\|45.30\|42.67\|216813;2026-07-28\|41.87\|-6.44\|43.60\|45.16\|41.60\|194295;2026-07-29\|40.50\|-3.27\|41.78\|42.34\|38.48\|254076;2026-07-30\|37.29\|-7.93\|40.00\|40.90\|36.60\|275401;2026-07-31\|38.50\|3.24\|40.40\|41.02\|38.50\|270698;2026-08-03\|36.61\|-4.91\|38.00\|38.70\|36.44\|193619;2026-08-04\|39.24\|7.18\|36.99\|39.81\|36.61\|211600;2026-08-05\|41.96\|6.93\|39.51\|42.53\|39.20\|242827;2026-08-06\|42.98\|2.43\|40.88\|43.76\|40.77\|227007;2026-08-07\|44.41\|3.33\|42.98\|44.88\|42.70\|222857;2026-08-10\|44.43\|0.04\|45.37\|45.39\|43.30\|199474;2026-08-11\|43.86\|-1.28\|44.10\|44.98\|43.30\|148274;2026-08-12\|46.44\|5.88\|44.50\|46.61\|44.06\|241581;2026-08-13\|46.27\|-0.37\|47.20\|49.86\|46.11\|363119;2026-08-14\|48.25\|4.28\|47.00\|48.80\|46.24\|271583;2026-08-17\|49.48\|2.55\|48.09\|49.50\|47.39\|285475;2026-08-18\|51.52\|4.12\|49.81\|52.87\|49.61\|334194;2026-08-19\|46.37\|-10.00\|49.00\|50.59\|46.37\|311574;2026-08-20\|46.82\|0.97\|47.41\|47.96\|46.21\|205891;2026-08-21\|46.75\|-0.15\|46.56\|47.82\|45.77\|162694;2026-08-24\|47.60\|1.82\|47.06\|48.49\|45.50\|224182;2026-08-25\|47.10\|-1.05\|47.08\|48.38\|44.80\|240201;2026-08-26\|46.18\|-1.95\|47.10\|47.36\|44.80\|215883;2026-08-27\|48.48\|4.98\|46.22\|49.20\|45.68\|276300;2026-08-28\|47.45\|-2.12\|48.48\|49.51\|47.38\|171574;2026-08-31\|49.18\|3.65\|46.18\|49.39\|46.00\|205281;2026-09-01\|47.15\|-4.13\|49.77\|49.94\|47.05\|178459;2026-09-02\|46.57\|-1.23\|46.44\|47.29\|46.20\|113243;2026-09-03\|46.32\|-0.54\|47.22\|47.71\|45.76\|131982;2026-09-04\|43.70\|-5.66\|46.84\|47.10\|43.18\|220209;2026-09-07\|45.55\|4.23\|44.50\|45.88\|44.15\|172048;2026-09-08\|45.57\|0.04\|45.84\|47.08\|44.82\|161289;2026-09-09\|45.11\|-1.01\|45.94\|46.75\|44.96\|101862
121978	美股存储板块大涨；长鑫科技总市值突破4万亿	参股宇树科技+半导体设备+温控设备行业原因：据证券时报6月3日报道，隔夜美股费城半导体指数暴涨近6%再创历史新高，迈威尔科技涨超30%，提振A股半导体板块情绪。公司原因： 1、据21世纪经济报道2026年6月1日报道，宇树科技科创板IPO过会；据2026年5月22日投资者关系管理信息，公司确认直接及间接参投项目覆盖人工智能等领域，已成功投出宇树科技等上市及拟上市企业。 2、据2026年5月22日投资者关系管理信息，公司将半导体领域作为战略核心方向，控股无锡暖芯半导体51%股权，其半导体温控设备产品已成功导入华润微电子、拓荆科技、中微公司等知名客户供应链。 3、据2026年5月22日投资者关系管理信息，公司自主设立苏州致源真空科技聚焦半导体分子泵研发生产，并控股上海寰鼎集成电路，布局RTP快速热处理设备及封测设备市场，打造第二增长曲线。	公司2025年12月完成对暖芯科技51%股权收购，切入半导体温控设备及配套零配件赛道，并合资设立苏州致源真空科技布局分子泵，形成“核心温控设备+配套零配件”一体化体系，产品已导入华润微电子、拓荆科技、广州芯粤能等头部客户	2026-04-30\|19.40\|0.99\|19.69\|19.98\|18.90\|337380;2026-05-06\|21.34\|10.00\|20.01\|21.34\|20.00\|205975;2026-05-07\|23.03\|7.92\|22.00\|23.47\|21.36\|409218;2026-05-08\|22.89\|-0.61\|23.04\|23.50\|22.51\|286153;2026-05-11\|23.23\|1.49\|23.36\|23.60\|22.51\|225504;2026-05-12\|25.55\|9.99\|23.78\|25.55\|23.59\|312074;2026-05-13\|27.37\|7.12\|26.21\|27.85\|25.60\|343832;2026-05-14\|26.71\|-2.41\|27.73\|28.24\|26.16\|318482;2026-05-15\|26.78\|0.26\|27.25\|27.77\|26.10\|234726;2026-05-18\|25.93\|-3.17\|27.24\|27.85\|25.61\|247674;2026-05-19\|25.62\|-1.20\|25.41\|26.10\|24.82\|192568;2026-05-20\|28.18\|9.99\|25.37\|28.18\|25.37\|187102;2026-05-21\|26.02\|-7.67\|28.40\|28.57\|25.85\|286823;2026-05-22\|26.48\|1.77\|26.67\|26.83\|25.71\|195324;2026-05-25\|26.41\|-0.26\|26.47\|26.75\|25.43\|197770;2026-05-26\|25.27\|-4.32\|26.29\|27.69\|24.40\|269383;2026-05-27\|24.12\|-4.55\|25.30\|25.48\|24.06\|207742;2026-05-28\|25.33\|5.02\|24.10\|25.40\|23.66\|183027;2026-05-29\|24.85\|-1.90\|25.47\|26.20\|24.57\|166808;2026-06-01\|24.77\|-0.32\|24.49\|26.11\|24.49\|141250;2026-06-02\|25.14\|1.49\|24.67\|25.25\|23.75\|167070;2026-06-03\|27.65\|9.98\|25.36\|27.65\|25.27\|122851;2026-06-04\|30.42\|10.02\|27.37\|30.42\|26.00\|536739;2026-06-05\|27.82\|-8.55\|29.74\|29.99\|27.57\|410478;2026-06-08\|26.58\|-4.46\|26.10\|27.34\|25.08\|257668;2026-06-09\|27.40\|3.08\|27.35\|27.85\|26.50\|181033;2026-06-10\|27.15\|-0.91\|27.00\|27.60\|25.98\|197067;2026-06-11\|26.10\|-3.87\|27.03\|27.75\|25.90\|132861;2026-06-12\|25.14\|-3.68\|26.79\|27.50\|25.11\|194552;2026-06-15\|26.11\|3.86\|25.50\|26.43\|25.00\|191172;2026-06-16\|27.34\|4.71\|26.20\|27.50\|25.86\|145363;2026-06-17\|29.50\|7.90\|27.00\|29.50\|26.57\|222020;2026-06-18\|28.85\|-2.20\|29.49\|29.80\|28.35\|183233;2026-06-22\|28.30\|-1.91\|28.67\|30.17\|27.43\|154209;2026-06-23\|27.46\|-2.97\|28.10\|28.58\|27.09\|141008;2026-06-24\|27.58\|0.44\|27.13\|27.92\|26.20\|140505;2026-06-25\|30.34\|10.01\|27.86\|30.34\|27.85\|233072;2026-06-26\|32.47\|7.02\|31.66\|33.37\|31.27\|423695;2026-06-29\|31.40\|-3.30\|32.25\|32.47\|29.61\|316763;2026-06-30\|32.20\|2.55\|31.46\|32.95\|30.68\|255521;2026-07-01\|33.80\|4.97\|32.54\|34.99\|32.00\|265692;2026-07-02\|30.96\|-8.40\|32.00\|34.49\|30.88\|293769;2026-07-03\|29.60\|-4.39\|30.92\|31.30\|29.51\|226931;2026-07-06\|29.75\|0.51\|29.62\|32.20\|28.80\|236437;2026-07-07\|28.79\|-3.23\|29.78\|30.49\|28.20\|157657;2026-07-08\|27.18\|-5.59\|28.98\|30.00\|26.67\|174912;2026-07-09\|26.51\|-2.46\|27.85\|27.98\|25.40\|211696;2026-07-10\|27.17\|2.49\|26.96\|29.00\|26.08\|200215;2026-07-13\|24.45\|-10.01\|26.89\|27.41\|24.45\|147639;2026-07-14\|25.69\|5.07\|24.00\|26.13\|24.00\|180835;2026-07-15\|26.45\|2.96\|26.50\|27.26\|25.69\|143091;2026-07-16\|25.00\|-5.48\|26.47\|26.50\|24.75\|114428;2026-07-17\|23.00\|-8.00\|24.80\|24.86\|22.50\|172600;2026-07-20\|20.77\|-9.70\|23.55\|23.98\|20.70\|175862;2026-07-21\|21.56\|3.80\|20.60\|21.58\|18.69\|269433;2026-07-22\|20.65\|-4.22\|21.20\|21.80\|20.30\|160544;2026-07-23\|20.57\|-0.39\|20.79\|21.30\|20.00\|145205;2026-07-24\|21.24\|3.26\|20.23\|21.75\|19.86\|158258;2026-07-27\|21.77\|2.50\|20.94\|21.87\|20.88\|151193;2026-07-28\|20.26\|-6.94\|21.63\|21.93\|20.00\|151143;2026-07-29\|19.25\|-4.99\|20.11\|20.36\|18.25\|220693;2026-07-30\|17.94\|-6.81\|19.01\|19.38\|17.33\|212696;2026-07-31\|19.47\|8.53\|19.38\|19.73\|19.30\|288709;2026-08-03\|18.15\|-6.78\|19.91\|20.35\|18.01\|275722;2026-08-04\|19.68\|8.43\|18.46\|19.97\|18.01\|232647;2026-08-05\|20.83\|5.84\|19.56\|21.26\|19.40\|206804;2026-08-06\|21.24\|1.97\|20.68\|21.33\|20.16\|175516;2026-08-07\|21.69\|2.12\|21.78\|21.99\|21.04\|165813;2026-08-10\|21.34\|-1.61\|21.71\|22.16\|21.07\|122557;2026-08-11\|21.36\|0.09\|21.17\|21.69\|20.50\|126473;2026-08-12\|22.25\|4.17\|21.36\|22.35\|21.00\|117214;2026-08-13\|21.39\|-3.87\|22.25\|22.68\|21.35\|127516;2026-08-14\|21.45\|0.28\|21.50\|21.76\|20.96\|100364;2026-08-17\|23.60\|10.02\|21.70\|23.60\|21.40\|157533;2026-08-18\|22.93\|-2.84\|23.60\|23.90\|22.59\|183525;2026-08-19\|20.89\|-8.90\|22.43\|22.45\|20.79\|157060;2026-08-20\|21.40\|2.44\|21.30\|22.14\|20.88\|136733;2026-08-21\|21.95\|2.57\|21.27\|23.11\|21.00\|176069;2026-08-24\|20.86\|-4.97\|21.90\|22.07\|20.31\|137332;2026-08-25\|21.31\|2.16\|20.50\|21.65\|20.07\|109239;2026-08-26\|21.15\|-0.75\|21.26\|21.55\|20.62\|91458;2026-08-27\|21.84\|3.26\|21.15\|22.12\|21.06\|94021;2026-08-28\|21.47\|-1.69\|21.93\|22.25\|21.44\|85053;2026-08-31\|22.70\|5.73\|21.20\|22.98\|21.01\|122507;2026-09-01\|22.32\|-1.67\|22.54\|22.65\|21.66\|149664;2026-09-02\|22.18\|-0.63\|22.07\|22.56\|21.73\|91780;2026-09-03\|24.40\|10.01\|22.44\|24.40\|22.43\|238932;2026-09-04\|23.43\|-3.98\|25.00\|25.38\|23.19\|334161;2026-09-07\|23.68\|1.07\|23.33\|23.88\|22.86\|248249;2026-09-08\|24.23\|2.32\|23.56\|24.60\|22.67\|272261;2026-09-09\|24.72\|2.02\|24.52\|25.18\|24.07\|277675
121977	美股存储板块大涨；长鑫科技总市值突破4万亿	G5级湿电子化学品+存储芯片+上海国资拟入主行业原因：据央视财经6月15日报道，多家特气生产企业负责人表示，在手订单大幅增加，产线处于高负荷运转状态。六氟化钨供需缺口扩大，推动产品价格进入上行通道。有企业负责人表示，近期氦气需求大幅攀升，一天一个价，目前每日生产量较年初翻倍。公司原因： 1、据2024年10月22日投资者关系活动记录表，公司G5等级产品主要用于12英寸晶圆制造先进制程的存储芯片、逻辑芯片以及成熟制程的功率器件芯片等；据2026年4月25日年报，公司镇江基地G5等级产品已全面导入成熟制程与先进制程领域，并大量应用于部分12英寸半导体标杆客户。 2、据2026年4月25日年报，公司是国内为数不多的具备为半导体、平板显示及新能源三大领域全系列湿电子化学品供应企业之一，产品线等级已从G2-G4延展至最高G5等级，实现SEMI等级全覆盖。 3、据2026年6月2日公告，控股股东淄博星恒途松与上海福迅科技签署《附条件生效的股份转让协议之补充协议》，拟转让其所持公司23.96%股份，转让完成后公司实控人将变更为上海市国资委。	公司是国内湿电子化学品行业的领先企业之一；公司生产的光刻胶配套试剂主要用于下游半导体和平板显示领域	2026-04-30\|24.81\|2.82\|24.30\|24.93\|24.27\|224604;2026-05-06\|26.25\|5.80\|25.75\|26.54\|25.38\|353366;2026-05-07\|27.34\|4.15\|26.30\|27.50\|25.77\|390399;2026-05-08\|26.37\|-3.55\|26.88\|26.93\|26.26\|283391;2026-05-11\|28.61\|8.49\|26.75\|29.00\|26.25\|471290;2026-05-12\|28.22\|-1.36\|28.33\|28.60\|27.39\|331426;2026-05-13\|27.93\|-1.03\|27.60\|28.33\|27.05\|238713;2026-05-14\|27.50\|-1.54\|28.00\|28.77\|27.50\|276156;2026-05-15\|30.25\|10.00\|28.00\|30.25\|28.00\|492811;2026-05-18\|32.30\|6.78\|30.00\|32.77\|29.33\|663153;2026-05-19\|35.08\|8.61\|31.43\|35.36\|31.03\|538317;2026-05-20\|35.24\|0.46\|34.33\|35.45\|33.80\|473915;2026-05-21\|34.94\|-0.85\|36.08\|38.50\|34.76\|613974;2026-05-22\|34.25\|-1.97\|34.81\|35.74\|33.81\|465674;2026-05-25\|34.65\|1.17\|34.20\|35.57\|33.51\|469545;2026-05-26\|33.14\|-4.36\|33.80\|34.43\|32.61\|345937;2026-05-27\|32.16\|-2.96\|33.11\|33.80\|31.90\|302624;2026-05-28\|33.60\|4.48\|32.67\|33.74\|32.00\|284230;2026-05-29\|34.70\|3.27\|34.00\|36.96\|34.00\|558334;2026-06-01\|34.00\|-2.02\|34.80\|36.00\|33.79\|385931;2026-06-02\|36.12\|6.24\|34.50\|37.40\|34.50\|520236;2026-06-03\|35.71\|-1.14\|35.01\|36.20\|34.50\|463709;2026-06-04\|37.78\|5.80\|35.10\|38.60\|34.90\|480866;2026-06-05\|41.56\|10.01\|37.00\|41.56\|36.00\|586327;2026-06-08\|42.84\|3.08\|38.99\|45.01\|38.99\|720407;2026-06-09\|45.44\|6.07\|43.50\|46.02\|41.52\|579751;2026-06-10\|45.70\|0.57\|44.20\|46.69\|44.10\|410952;2026-06-11\|46.36\|1.44\|44.90\|48.22\|42.44\|563968;2026-06-12\|41.72\|-10.01\|47.00\|47.00\|41.72\|522148;2026-06-15\|42.76\|2.49\|42.00\|43.29\|39.88\|495801;2026-06-16\|47.04\|10.01\|43.00\|47.04\|42.58\|452977;2026-06-17\|47.28\|0.64\|46.53\|49.40\|46.53\|433339;2026-06-18\|46.24\|-2.20\|47.05\|47.50\|45.39\|363424;2026-06-22\|45.87\|-0.80\|46.16\|46.67\|44.86\|336121;2026-06-23\|44.30\|-3.42\|46.01\|47.43\|43.68\|360893;2026-06-24\|46.15\|4.18\|43.55\|47.18\|41.40\|412549;2026-06-25\|45.89\|-0.56\|47.00\|47.10\|43.46\|419387;2026-06-26\|47.95\|4.49\|45.00\|48.05\|44.71\|475903;2026-06-29\|44.93\|-6.30\|50.41\|50.98\|43.16\|688477;2026-06-30\|49.42\|9.99\|43.61\|49.42\|43.50\|446616;2026-07-01\|52.66\|6.56\|51.50\|54.36\|50.00\|679700;2026-07-02\|56.90\|8.05\|50.21\|57.93\|47.39\|718705;2026-07-03\|56.26\|-1.12\|54.44\|59.50\|51.21\|754969;2026-07-06\|57.70\|2.56\|57.00\|59.49\|50.98\|643138;2026-07-07\|52.97\|-8.20\|55.10\|56.26\|52.18\|436857;2026-07-08\|47.95\|-9.48\|53.00\|55.12\|47.89\|434400;2026-07-09\|51.01\|6.38\|48.48\|52.75\|46.55\|522676;2026-07-10\|46.58\|-8.68\|51.45\|53.50\|46.58\|485972;2026-07-13\|41.92\|-10.00\|44.47\|46.26\|41.92\|335489;2026-07-14\|41.76\|-0.38\|41.50\|42.30\|39.03\|308493;2026-07-15\|40.15\|-3.86\|42.59\|42.66\|39.80\|207527;2026-07-16\|37.04\|-7.75\|39.13\|40.27\|36.79\|213937;2026-07-17\|35.19\|-4.99\|37.00\|37.34\|34.63\|236222;2026-07-20\|31.67\|-10.00\|36.00\|36.20\|31.67\|203269;2026-07-21\|34.12\|7.74\|31.40\|34.23\|28.50\|448805;2026-07-22\|33.80\|-0.94\|33.17\|35.35\|33.11\|298679;2026-07-23\|31.93\|-5.53\|34.35\|34.80\|31.38\|284182;2026-07-24\|32.24\|0.97\|31.35\|33.16\|31.00\|232409;2026-07-27\|33.45\|3.75\|32.50\|33.45\|31.08\|191027;2026-07-28\|32.10\|-4.04\|33.00\|35.10\|31.64\|282480;2026-07-29\|30.58\|-4.74\|31.86\|32.00\|29.12\|273125;2026-07-30\|27.69\|-9.45\|30.11\|30.47\|27.59\|227718;2026-07-31\|28.00\|1.12\|29.65\|30.46\|27.88\|334388;2026-08-03\|26.64\|-4.86\|28.00\|28.08\|26.53\|225704;2026-08-04\|28.25\|6.04\|27.00\|28.58\|26.80\|189019;2026-08-05\|31.08\|10.02\|28.61\|31.08\|28.36\|107463;2026-08-06\|34.19\|10.01\|31.48\|34.19\|31.40\|327064;2026-08-07\|36.37\|6.38\|36.00\|37.38\|33.90\|544608;2026-08-10\|36.26\|-0.30\|36.25\|36.96\|35.04\|401719;2026-08-11\|35.68\|-1.60\|36.00\|36.96\|35.40\|256006;2026-08-12\|36.09\|1.15\|36.09\|36.40\|35.39\|221665;2026-08-13\|36.44\|0.97\|36.65\|37.30\|36.18\|353631;2026-08-14\|36.18\|-0.71\|36.50\|37.50\|35.30\|288324;2026-08-17\|38.20\|5.58\|36.89\|38.20\|36.20\|364812;2026-08-18\|38.12\|-0.21\|37.82\|39.17\|37.50\|399631;2026-08-19\|36.52\|-4.20\|36.55\|39.29\|36.22\|384861;2026-08-20\|35.28\|-3.40\|36.95\|37.29\|34.91\|309176;2026-08-21\|36.08\|2.27\|35.60\|36.36\|34.38\|231933;2026-08-24\|34.80\|-3.55\|35.00\|35.55\|33.99\|238800;2026-08-25\|34.68\|-0.34\|34.01\|34.91\|32.70\|243637;2026-08-26\|33.03\|-4.76\|34.53\|35.07\|32.60\|224891;2026-08-27\|35.09\|6.24\|33.16\|35.46\|32.93\|274097;2026-08-28\|36.60\|4.30\|35.19\|37.38\|35.00\|345429;2026-08-31\|36.15\|-1.23\|35.58\|36.47\|34.93\|227338;2026-09-01\|34.13\|-5.59\|36.15\|36.15\|33.92\|234692;2026-09-02\|33.50\|-1.85\|33.60\|34.02\|33.27\|157918;2026-09-03\|32.64\|-2.57\|33.80\|33.87\|32.23\|185210;2026-09-04\|31.53\|-3.40\|32.78\|33.28\|31.20\|171279;2026-09-07\|32.69\|3.68\|31.94\|33.11\|31.57\|160596;2026-09-08\|32.26\|-1.32\|32.81\|33.15\|32.00\|137370;2026-09-09\|31.87\|-1.21\|32.40\|33.38\|31.79\|140277
121976	美股存储板块大涨；长鑫科技总市值突破4万亿	半导体设备+精密金属结构件+转债强赎行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据开源证券2026年6月26日首次覆盖报告，公司精密金属结构件经超科林集成后，最终配套应用材料刻蚀、沉积设备，有望充分受益AI产业趋势，预期2026年将成为公司半导体领域收入爆发期，给予“买入”评级。 2、据公司2026年6月16日公告，可转债募投项目“半导体设备等领域精密金属部件智能化生产新建项目”已结项，节余募集资金用于永久补充流动资金，夯实半导体设备结构件成长基础。 3、据公司2026年6月26日及此前多次公告，公司股票已触发“华亚转债”有条件赎回条款，公司决定行使提前赎回权，赎回登记日为2026年7月9日。	1、公司主营精密金属制造，主要为国内外知名半导体设备制造商、品牌商等客户提供各类定制化精密金属结构件； 2、公司有少量精密金属结构件应用于储能逆变器上	2026-04-30\|57.84\|4.59\|55.55\|58.88\|55.06\|44896;2026-05-06\|57.64\|-0.35\|58.32\|58.80\|56.75\|45007;2026-05-07\|56.99\|-1.13\|57.98\|58.27\|56.70\|30485;2026-05-08\|57.44\|0.79\|56.70\|58.45\|56.08\|33030;2026-05-11\|59.03\|2.77\|58.46\|59.99\|57.36\|63144;2026-05-12\|59.84\|1.37\|58.66\|60.98\|57.40\|66197;2026-05-13\|60.58\|1.24\|58.46\|61.07\|58.46\|59716;2026-05-14\|58.48\|-3.47\|60.59\|62.68\|58.30\|60301;2026-05-15\|59.79\|2.24\|60.01\|60.88\|57.29\|56230;2026-05-18\|60.72\|1.56\|58.34\|61.20\|58.07\|58642;2026-05-19\|63.19\|4.07\|59.70\|63.40\|59.16\|64226;2026-05-20\|65.80\|4.13\|64.88\|69.51\|63.98\|106138;2026-05-21\|62.00\|-5.78\|66.54\|66.66\|61.91\|71888;2026-05-22\|64.76\|4.45\|62.00\|65.20\|61.50\|52106;2026-05-25\|64.11\|-1.00\|64.70\|67.47\|63.02\|68973;2026-05-26\|61.87\|-3.49\|63.00\|63.00\|60.55\|51670;2026-05-27\|59.12\|-4.44\|61.80\|61.80\|58.66\|48866;2026-05-28\|61.84\|4.60\|58.55\|63.00\|58.50\|48612;2026-05-29\|60.40\|-2.33\|62.40\|63.50\|60.40\|39342;2026-06-01\|61.70\|2.15\|60.03\|62.87\|60.03\|41123;2026-06-02\|59.89\|-2.93\|61.68\|62.20\|59.00\|45201;2026-06-03\|61.43\|2.57\|59.99\|63.98\|59.63\|52940;2026-06-04\|67.57\|10.00\|61.00\|67.57\|60.12\|91801;2026-06-05\|68.94\|2.03\|67.41\|71.46\|66.22\|99917;2026-06-08\|66.88\|-2.99\|67.93\|69.50\|66.00\|62670;2026-06-09\|73.29\|10.00\|68.37\|73.29\|67.20\|58575;2026-06-10\|80.62\|10.00\|74.81\|80.62\|73.50\|139352;2026-06-11\|82.01\|1.72\|80.99\|82.70\|78.45\|104354;2026-06-12\|81.59\|-0.51\|83.50\|85.10\|78.93\|81638;2026-06-15\|85.10\|4.30\|80.23\|85.10\|79.00\|74387;2026-06-16\|83.28\|-2.14\|82.64\|85.92\|81.50\|66543;2026-06-17\|80.99\|-2.75\|82.17\|83.27\|78.68\|76191;2026-06-18\|82.21\|1.51\|79.83\|83.41\|79.30\|64200;2026-06-22\|82.90\|0.84\|81.93\|83.00\|79.00\|60656;2026-06-23\|79.36\|-4.27\|82.26\|84.83\|79.02\|59266;2026-06-24\|87.30\|10.01\|79.88\|87.30\|79.88\|129521;2026-06-25\|87.00\|-0.34\|89.50\|90.21\|84.00\|110351;2026-06-26\|82.14\|-5.59\|84.00\|86.75\|80.51\|79441;2026-06-29\|90.35\|10.00\|84.30\|90.35\|84.00\|43615;2026-06-30\|99.39\|10.01\|95.09\|99.39\|92.50\|72368;2026-07-01\|106.00\|6.65\|100.22\|108.07\|96.50\|154833;2026-07-02\|101.20\|-4.53\|97.08\|106.38\|97.08\|119456;2026-07-03\|100.07\|-1.12\|102.00\|103.88\|94.00\|99248;2026-07-06\|93.86\|-6.21\|99.45\|100.87\|91.50\|80401;2026-07-07\|96.73\|3.06\|93.95\|100.58\|93.50\|77990;2026-07-08\|98.45\|1.78\|95.67\|103.00\|90.62\|94769;2026-07-09\|104.50\|6.15\|100.40\|104.66\|95.51\|110388;2026-07-10\|94.05\|-10.00\|103.00\|104.34\|94.05\|113984;2026-07-13\|87.10\|-7.39\|91.65\|95.55\|87.00\|86119;2026-07-14\|84.30\|-3.21\|88.66\|89.00\|80.27\|82568;2026-07-15\|83.03\|-1.51\|84.84\|87.49\|80.09\|58738;2026-07-16\|75.01\|-9.66\|82.10\|82.60\|74.73\|67349;2026-07-17\|67.51\|-10.00\|75.04\|76.33\|67.51\|66857;2026-07-20\|60.76\|-10.00\|66.05\|69.43\|60.76\|83456;2026-07-21\|64.09\|5.48\|60.76\|64.80\|54.68\|108630;2026-07-22\|66.23\|3.34\|62.79\|70.50\|62.52\|111819;2026-07-23\|65.09\|-1.72\|66.24\|67.50\|63.02\|64843;2026-07-24\|68.56\|5.33\|64.12\|71.60\|63.19\|100887;2026-07-27\|70.59\|2.96\|67.05\|70.88\|65.30\|77927;2026-07-28\|65.94\|-6.59\|69.19\|71.60\|64.64\|58972;2026-07-29\|61.96\|-6.04\|65.93\|66.50\|59.46\|75276;2026-07-30\|55.76\|-10.01\|62.59\|62.80\|55.76\|69854;2026-07-31\|57.87\|3.78\|60.00\|61.34\|57.79\|76151;2026-08-03\|58.10\|0.40\|57.86\|58.72\|55.20\|59334;2026-08-04\|62.00\|6.71\|58.25\|62.36\|57.76\|60189;2026-08-05\|66.60\|7.42\|60.92\|67.20\|60.81\|61543;2026-08-06\|66.71\|0.17\|65.64\|69.00\|64.97\|63463;2026-08-07\|67.50\|1.18\|66.71\|67.90\|64.93\|63341;2026-08-10\|74.25\|10.00\|67.50\|74.25\|67.39\|93645;2026-08-11\|71.71\|-3.42\|73.00\|74.25\|70.00\|69755;2026-08-12\|72.23\|0.73\|71.75\|73.13\|71.40\|50672;2026-08-13\|69.99\|-3.10\|72.38\|73.18\|69.76\|55655;2026-08-14\|70.35\|0.51\|70.35\|72.00\|69.30\|40500;2026-08-17\|72.30\|2.77\|70.39\|72.30\|69.50\|43188;2026-08-18\|79.53\|10.00\|72.14\|79.53\|71.64\|85186;2026-08-19\|71.58\|-10.00\|78.02\|78.49\|71.58\|73395;2026-08-20\|73.77\|3.06\|73.22\|74.80\|69.50\|59844;2026-08-21\|71.63\|-2.90\|72.86\|75.20\|70.00\|51364;2026-08-24\|72.66\|1.44\|71.00\|74.04\|69.70\|54066;2026-08-25\|76.41\|5.16\|70.81\|77.07\|69.00\|71621;2026-08-26\|75.48\|-1.22\|77.00\|77.16\|74.31\|43674;2026-08-27\|80.13\|6.16\|76.26\|82.15\|76.26\|87273;2026-08-28\|82.75\|3.27\|79.64\|86.82\|79.64\|75801;2026-08-31\|83.25\|0.60\|80.50\|83.28\|78.88\|48922;2026-09-01\|78.75\|-5.41\|87.10\|87.25\|77.83\|69545;2026-09-02\|72.60\|-7.81\|77.01\|77.66\|72.20\|66236;2026-09-03\|73.30\|0.96\|73.29\|74.10\|70.61\|59628;2026-09-04\|68.33\|-6.78\|73.90\|74.00\|67.57\|66917;2026-09-07\|68.84\|0.75\|69.73\|70.60\|68.50\|42694;2026-09-08\|64.38\|-6.48\|68.76\|69.46\|63.80\|88773;2026-09-09\|63.97\|-0.64\|64.71\|65.20\|62.67\|73025
121975	美股存储板块大涨；长鑫科技总市值突破4万亿	硅片订单饱满+VCSEL芯片+12英寸硅片+光通信行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，30只成份股全线上涨，英特尔、美光科技等大幅走高，提振A股半导体板块情绪。 2、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年6月1日投资者关系活动记录表，公司当前硅片业务订单饱满，重掺杂硅外延片满产满销，8-12英寸低电阻率硅外延片因产能有限已出现交期延长；嘉兴金瑞泓12英寸轻掺抛光片月产能15万片已投产，整体行业供需偏紧张。 2、据2026年5月18日及2025年年报，公司VCSEL芯片技术居全球第一梯队，是全球唯二、中国大陆独家稳定量产二维可寻址VCSEL芯片的厂商，已赋能车载激光雷达并规模出货，预计2026年出货量进一步快速增长；据2024年11月7日互动易，该芯片可用于光通信。 3、据2026年一季报及业绩说明会，公司2026年一季度归母净利润722.46万元，同比扭亏为盈；12英寸硅片收入同比增长88.12%，其中12英寸硅外延片收入同比增长160.42%。	从硅片到芯片的一站式制造平台；公司主营业务主要分三大板块，分别是半导体硅片、半导体功率器件芯片、化合物半导体射频芯片；主要产品包括6-12英寸半导体硅抛光片和硅外延片等	2026-04-30\|41.06\|5.23\|39.04\|41.47\|39.04\|349997;2026-05-06\|43.32\|5.50\|42.29\|44.69\|41.52\|478987;2026-05-07\|45.44\|4.89\|43.30\|46.32\|42.24\|460044;2026-05-08\|49.98\|9.99\|45.48\|49.98\|45.35\|613436;2026-05-11\|50.14\|0.32\|51.48\|51.52\|48.58\|775572;2026-05-12\|51.03\|1.77\|50.15\|52.60\|48.80\|586284;2026-05-13\|52.66\|3.19\|50.00\|54.66\|50.00\|572417;2026-05-14\|51.55\|-2.11\|52.67\|53.75\|51.11\|462559;2026-05-15\|51.61\|0.12\|52.66\|54.48\|50.00\|559212;2026-05-18\|50.15\|-2.83\|51.21\|52.29\|49.61\|415288;2026-05-19\|55.17\|10.01\|50.48\|55.17\|49.58\|645025;2026-05-20\|55.78\|1.11\|55.89\|57.77\|55.00\|746857;2026-05-21\|51.26\|-8.10\|55.77\|56.92\|51.18\|731692;2026-05-22\|52.23\|1.89\|51.26\|52.58\|50.68\|486905;2026-05-25\|54.16\|3.70\|52.00\|54.44\|50.51\|544111;2026-05-26\|52.80\|-2.51\|53.80\|54.45\|51.61\|427535;2026-05-27\|56.50\|7.01\|53.26\|57.36\|52.64\|791588;2026-05-28\|59.09\|4.58\|55.50\|59.98\|54.71\|934973;2026-05-29\|55.38\|-6.28\|59.10\|61.10\|54.00\|805172;2026-06-01\|56.10\|1.30\|55.32\|59.00\|52.35\|724644;2026-06-02\|53.84\|-4.03\|55.69\|56.18\|53.58\|517504;2026-06-03\|58.09\|7.89\|54.91\|59.22\|54.91\|802814;2026-06-04\|63.90\|10.00\|57.96\|63.90\|56.56\|970866;2026-06-05\|66.77\|4.49\|64.89\|68.37\|63.13\|1023489;2026-06-08\|64.70\|-3.10\|62.99\|69.14\|62.99\|819524;2026-06-09\|71.17\|10.00\|66.50\|71.17\|64.15\|668106;2026-06-10\|73.50\|3.27\|74.00\|75.69\|70.20\|1064859;2026-06-11\|71.17\|-3.17\|72.50\|74.76\|68.80\|973033;2026-06-12\|66.10\|-7.12\|73.91\|77.58\|65.83\|1056852;2026-06-15\|68.05\|2.95\|67.35\|69.75\|63.03\|911188;2026-06-16\|68.15\|0.15\|69.50\|71.51\|67.79\|875639;2026-06-17\|70.95\|4.11\|67.76\|71.59\|65.58\|972400;2026-06-18\|70.20\|-1.06\|69.69\|73.94\|69.69\|838852;2026-06-22\|68.71\|-2.12\|71.60\|72.00\|64.94\|975959;2026-06-23\|66.50\|-3.22\|68.00\|69.88\|65.33\|700843;2026-06-24\|67.20\|1.05\|65.99\|68.00\|63.84\|729651;2026-06-25\|70.50\|4.91\|68.10\|70.50\|65.50\|1029033;2026-06-26\|75.37\|6.91\|71.05\|76.50\|68.83\|1329965;2026-06-29\|78.89\|4.67\|77.00\|79.89\|70.00\|1317851;2026-06-30\|77.60\|-1.64\|77.00\|78.98\|73.86\|901997;2026-07-01\|79.84\|2.89\|77.61\|83.29\|76.45\|1020422;2026-07-02\|71.86\|-9.99\|75.00\|75.89\|71.86\|704616;2026-07-03\|64.67\|-10.01\|68.00\|69.60\|64.67\|860239;2026-07-06\|59.49\|-8.01\|63.40\|65.19\|58.41\|789581;2026-07-07\|60.53\|1.75\|59.38\|62.26\|58.44\|566684;2026-07-08\|57.97\|-4.23\|61.00\|61.84\|55.76\|573468;2026-07-09\|63.77\|10.01\|58.80\|63.77\|58.38\|635396;2026-07-10\|61.06\|-4.25\|64.01\|68.18\|61.02\|847967;2026-07-13\|57.40\|-5.99\|60.00\|62.56\|57.11\|526582;2026-07-14\|58.88\|2.58\|57.50\|59.88\|55.35\|553017;2026-07-15\|52.99\|-10.00\|60.00\|60.44\|52.99\|589925;2026-07-16\|48.88\|-7.49\|51.48\|52.96\|48.36\|586862;2026-07-17\|45.50\|-6.91\|49.75\|49.75\|45.30\|569850;2026-07-20\|40.95\|-10.00\|46.61\|46.68\|40.95\|494065;2026-07-21\|43.83\|7.03\|40.98\|44.04\|36.86\|758462;2026-07-22\|43.28\|-1.25\|42.83\|45.58\|42.50\|593159;2026-07-23\|42.89\|-0.90\|44.00\|44.17\|41.80\|414834;2026-07-24\|41.75\|-2.66\|42.76\|43.41\|41.21\|360910;2026-07-27\|43.31\|3.74\|41.81\|43.38\|40.00\|376634;2026-07-28\|40.15\|-7.30\|42.78\|43.77\|39.77\|372793;2026-07-29\|39.41\|-1.84\|40.08\|40.51\|37.38\|438087;2026-07-30\|35.68\|-9.46\|39.56\|39.78\|35.60\|492940;2026-07-31\|37.10\|3.98\|38.32\|39.25\|37.08\|553679;2026-08-03\|35.86\|-3.34\|37.00\|37.40\|35.74\|404438;2026-08-04\|38.30\|6.80\|36.50\|38.63\|35.83\|412190;2026-08-05\|41.64\|8.72\|38.28\|42.13\|38.18\|557016;2026-08-06\|43.48\|4.42\|40.83\|43.90\|40.83\|530774;2026-08-07\|44.88\|3.22\|43.38\|45.00\|42.68\|436070;2026-08-10\|44.24\|-1.43\|45.00\|45.40\|43.10\|378732;2026-08-11\|43.81\|-0.97\|43.85\|44.93\|43.34\|332162;2026-08-12\|45.51\|3.88\|44.24\|45.90\|43.60\|394104;2026-08-13\|44.05\|-3.21\|46.42\|46.46\|43.95\|380471;2026-08-14\|44.85\|1.82\|44.88\|45.30\|43.85\|289711;2026-08-17\|46.59\|3.88\|44.88\|46.59\|44.65\|374012;2026-08-18\|49.62\|6.50\|47.00\|51.25\|47.00\|975703;2026-08-19\|45.01\|-9.29\|48.14\|49.35\|44.70\|838602;2026-08-20\|43.85\|-2.58\|46.00\|46.55\|43.50\|482308;2026-08-21\|44.10\|0.57\|43.44\|45.09\|43.40\|376932;2026-08-24\|44.47\|0.84\|44.53\|45.20\|42.69\|434596;2026-08-25\|43.22\|-2.81\|43.01\|43.89\|41.52\|414724;2026-08-26\|42.44\|-1.80\|43.20\|43.50\|41.90\|281592;2026-08-27\|44.58\|5.04\|43.50\|44.75\|42.30\|464777;2026-08-28\|43.23\|-3.03\|44.20\|45.05\|43.17\|345580;2026-08-31\|43.73\|1.16\|41.95\|43.93\|41.72\|329390;2026-09-01\|42.11\|-3.70\|43.99\|44.18\|42.10\|274656;2026-09-02\|41.75\|-0.85\|41.56\|42.09\|40.93\|208841;2026-09-03\|41.41\|-0.81\|42.19\|42.35\|40.92\|187273;2026-09-04\|40.15\|-3.04\|41.64\|42.26\|39.70\|237915;2026-09-07\|42.79\|6.58\|40.95\|43.30\|40.31\|375206;2026-09-08\|41.91\|-2.06\|42.79\|42.91\|41.60\|236426;2026-09-09\|42.15\|0.57\|42.10\|42.79\|41.90\|191537
121974	美股存储板块大涨；长鑫科技总市值突破4万亿	半导体测试设备+可转债募资+通富微电合作行业原因： 1、韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。 2、封测龙头甬矽电子、长电科技、通富微电近日集中披露大规模扩产计划，总投资规模超220亿元。公司原因： 1、据2026年5月6日公告，公司拟向不特定对象发行可转换公司债券，募资总额不超过8.5亿元，用于高端智能芯片测试分选设备研发及上海澜博制造中心建设，以应对AI算力、存储芯片等新兴领域的测试分选需求。 2、据2026年6月23日公告，公司拟增加2026年度日常关联交易预计额度，与通富微电子等关联方的关联交易预计总额度增至3.00亿元，其中与通富微电子的额度由1.6亿元增加至3亿元。 3、据2026年5月8日投资者关系活动记录表，公司主营集成电路测试分选机，2026年第一季度实现营业收入2.84亿元，同比增长120.77%，归母净利润0.83亿元，同比增长221.54%，主要受半导体封装测试设备领域需求增长驱动。	公司主营半导体芯片测试设备，深耕集成电路测试分选机领域	2026-04-30\|254.85\|0.89\|250.65\|263.20\|249.00\|29673;2026-05-06\|258.02\|1.24\|259.44\|265.50\|249.88\|36616;2026-05-07\|266.29\|3.21\|258.00\|270.00\|254.08\|30357;2026-05-08\|259.09\|-2.70\|262.01\|266.00\|254.50\|26180;2026-05-11\|284.99\|10.00\|262.47\|285.00\|261.68\|46188;2026-05-12\|313.49\|10.00\|281.19\|313.49\|277.23\|49797;2026-05-13\|323.00\|3.03\|313.22\|330.30\|306.01\|43687;2026-05-14\|306.00\|-5.26\|322.21\|326.36\|304.90\|28138;2026-05-15\|309.79\|1.24\|310.00\|320.00\|283.04\|39618;2026-05-18\|301.62\|-2.64\|301.81\|313.00\|297.00\|37376;2026-05-19\|316.90\|5.07\|305.00\|319.69\|292.50\|37404;2026-05-20\|348.59\|10.00\|314.49\|348.59\|314.49\|33904;2026-05-21\|316.00\|-9.35\|350.00\|366.00\|315.00\|54730;2026-05-22\|315.50\|-0.16\|318.77\|325.00\|311.00\|43087;2026-05-25\|324.91\|2.98\|317.90\|333.98\|311.00\|32499;2026-05-26\|308.69\|-4.99\|320.00\|320.00\|299.00\|34195;2026-05-27\|295.00\|-4.43\|311.59\|316.97\|291.01\|38101;2026-05-28\|300.21\|1.77\|296.82\|304.89\|289.20\|26624;2026-05-29\|295.00\|-1.74\|302.02\|306.66\|291.00\|26192;2026-06-01\|288.14\|-2.33\|288.42\|301.18\|280.78\|24024;2026-06-02\|291.97\|1.33\|288.07\|298.66\|286.21\|20300;2026-06-03\|298.00\|2.07\|295.09\|309.92\|292.06\|30289;2026-06-04\|317.60\|6.58\|293.00\|317.98\|290.12\|34537;2026-06-05\|296.13\|-6.76\|310.02\|313.95\|295.06\|28074;2026-06-08\|286.60\|-3.22\|268.63\|299.01\|268.63\|23997;2026-06-09\|306.16\|6.82\|298.00\|307.70\|291.77\|21487;2026-06-10\|319.00\|4.19\|303.00\|331.88\|301.08\|39502;2026-06-11\|322.06\|0.96\|317.40\|328.88\|312.23\|23996;2026-06-12\|314.18\|-2.45\|333.33\|336.66\|310.49\|26434;2026-06-15\|337.45\|7.41\|318.00\|344.20\|310.51\|29871;2026-06-16\|336.70\|-0.22\|339.50\|344.16\|327.00\|21139;2026-06-17\|340.24\|1.05\|331.00\|348.00\|328.69\|29851;2026-06-18\|350.80\|3.10\|337.06\|363.00\|336.70\|23327;2026-06-22\|339.80\|-3.14\|358.95\|364.80\|328.08\|35651;2026-06-23\|351.90\|3.56\|341.02\|365.98\|335.51\|34261;2026-06-24\|387.09\|10.00\|350.00\|387.09\|350.00\|30901;2026-06-25\|400.05\|3.35\|405.00\|415.00\|391.96\|31584;2026-06-26\|415.05\|3.75\|398.04\|435.28\|392.04\|31778;2026-06-29\|456.56\|10.00\|413.16\|456.56\|410.00\|38900;2026-06-30\|502.22\|10.00\|470.00\|502.22\|456.60\|39255;2026-07-01\|523.00\|4.14\|505.00\|550.00\|488.04\|43137;2026-07-02\|470.70\|-10.00\|485.00\|498.80\|470.70\|28580;2026-07-03\|472.73\|0.43\|452.18\|489.10\|440.00\|41689;2026-07-06\|462.00\|-2.27\|472.73\|491.71\|451.02\|30469;2026-07-07\|448.49\|-2.92\|451.16\|461.50\|428.00\|40496;2026-07-08\|443.22\|-1.18\|448.00\|473.01\|431.29\|31250;2026-07-09\|487.54\|10.00\|449.24\|487.54\|444.44\|34165;2026-07-10\|448.75\|-7.96\|500.00\|509.01\|448.75\|38526;2026-07-13\|410.21\|-8.59\|436.29\|455.00\|407.17\|32887;2026-07-14\|401.95\|-2.01\|408.00\|420.88\|386.00\|43859;2026-07-15\|373.84\|-6.99\|411.99\|418.95\|367.03\|50710;2026-07-16\|338.00\|-9.59\|368.09\|375.88\|337.02\|43817;2026-07-17\|305.25\|-9.69\|343.00\|346.00\|305.00\|46078;2026-07-20\|283.08\|-7.26\|320.51\|327.98\|275.47\|47535;2026-07-21\|311.39\|10.00\|287.58\|311.39\|258.35\|41422;2026-07-22\|314.37\|0.96\|322.00\|335.50\|307.70\|76222;2026-07-23\|298.56\|-5.03\|319.66\|319.66\|293.03\|40603;2026-07-24\|294.60\|-1.33\|292.10\|308.50\|286.03\|36262;2026-07-27\|308.19\|4.61\|300.00\|311.24\|279.02\|42013;2026-07-28\|277.37\|-10.00\|303.70\|311.97\|277.37\|36708;2026-07-29\|270.09\|-2.62\|275.11\|283.00\|252.70\|42365;2026-07-30\|243.98\|-9.67\|265.84\|272.95\|243.08\|43836;2026-07-31\|263.39\|7.96\|264.04\|268.38\|250.00\|55510;2026-08-03\|242.04\|-8.11\|255.10\|261.98\|241.09\|47935;2026-08-04\|266.24\|10.00\|245.68\|266.24\|241.50\|29362;2026-08-05\|292.86\|10.00\|279.55\|292.86\|273.89\|14765;2026-08-06\|307.73\|5.08\|290.00\|314.98\|288.88\|53621;2026-08-07\|316.70\|2.91\|307.58\|321.52\|300.66\|43167;2026-08-10\|319.99\|1.04\|316.70\|328.98\|313.16\|46650;2026-08-11\|319.48\|-0.16\|315.00\|336.36\|314.00\|38190;2026-08-12\|327.76\|2.59\|325.87\|332.66\|317.50\|27415;2026-08-13\|337.98\|3.12\|336.00\|360.00\|336.00\|38289;2026-08-14\|333.22\|-1.41\|342.00\|343.45\|322.07\|36754;2026-08-17\|357.23\|7.21\|333.22\|357.90\|333.22\|48665;2026-08-18\|366.85\|2.69\|358.00\|369.99\|352.00\|40989;2026-08-19\|330.17\|-10.00\|348.55\|356.89\|330.17\|35407;2026-08-20\|353.76\|7.14\|331.00\|356.99\|319.00\|48566;2026-08-21\|365.99\|3.46\|348.03\|371.98\|338.90\|56858;2026-08-24\|347.30\|-5.11\|368.00\|368.68\|333.00\|55592;2026-08-25\|339.57\|-2.23\|335.00\|347.00\|328.01\|38435;2026-08-26\|347.29\|2.27\|339.57\|361.89\|333.00\|43555;2026-08-27\|356.90\|2.77\|344.84\|359.28\|337.66\|40587;2026-08-28\|337.46\|-5.45\|356.89\|362.00\|337.00\|36435;2026-08-31\|342.18\|1.40\|325.00\|343.48\|322.00\|32399;2026-09-01\|332.04\|-2.96\|344.28\|344.88\|323.62\|32592;2026-09-02\|325.00\|-2.12\|323.61\|333.00\|318.65\|28321;2026-09-03\|330.26\|1.62\|330.00\|337.96\|319.10\|30205;2026-09-04\|308.31\|-6.65\|336.87\|336.88\|304.00\|39985;2026-09-07\|322.51\|4.61\|315.00\|324.94\|309.00\|34370;2026-09-08\|318.04\|-1.39\|323.00\|333.37\|316.30\|29914;2026-09-09\|316.03\|-0.63\|319.99\|329.00\|313.55\|20696
121973	美股存储板块大涨；长鑫科技总市值突破4万亿	半导体洁净室+新加坡布局+一季报倍增行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年3月13日年报，公司主营IC半导体、光电等高科技产业洁净室工程服务，服务中芯国际、台积电等头部客户，具备行业领先的“计算流体力学分析应用技术”等优势。 2、据2026年3月13日年报及2026年5月21日互动易，公司2025年净利润同比增40.30%创历史新高，主要因新加坡半导体投资火热，公司承接VSMC等大额高毛利项目，海外营收占比提升。 3、据2026年5月12日长江证券研报及2026年4月30日一季报，公司2026年一季度营收11.30亿元，同比增35.38%；归母净利润2.48亿元，同比增202.41%，主因新加坡项目持续推进结算。	公司主营洁净室工程，上半年净利润预增183%至226%，因“新加坡工程项目金额较大且毛利率相对较好。依托公司内部有效管理，公司发包策略成功，发包成本得到有效控制。该等项目持续推进，对本期净利润有一定贡献。美元对新加坡元汇率走强，公司持有美元存款形成的汇兑收益较多”	2026-04-30\|188.30\|-2.12\|195.26\|195.88\|181.00\|47252;2026-05-06\|201.81\|7.17\|191.88\|207.13\|188.97\|78561;2026-05-07\|206.00\|2.08\|206.80\|209.70\|196.10\|65232;2026-05-08\|200.97\|-2.44\|202.22\|206.66\|198.01\|39610;2026-05-11\|206.20\|2.60\|204.00\|214.75\|203.05\|55459;2026-05-12\|194.90\|-5.48\|204.10\|208.00\|186.00\|89732;2026-05-13\|197.25\|1.21\|190.00\|199.33\|186.01\|49600;2026-05-14\|188.20\|-4.59\|197.00\|198.87\|185.21\|40046;2026-05-15\|190.70\|1.33\|188.00\|202.00\|186.80\|59427;2026-05-18\|183.26\|-3.06\|192.00\|195.68\|182.44\|48803;2026-05-19\|182.85\|-0.22\|181.00\|182.85\|170.03\|68813;2026-05-20\|188.70\|3.20\|182.63\|193.08\|182.63\|56261;2026-05-21\|176.90\|-6.25\|187.35\|192.80\|175.76\|52384;2026-05-22\|176.01\|-0.50\|177.00\|179.00\|170.40\|47081;2026-05-25\|177.69\|0.95\|176.00\|181.68\|173.15\|37733;2026-05-26\|165.11\|-7.08\|178.00\|178.00\|162.28\|65871;2026-05-27\|164.43\|-0.41\|167.30\|170.36\|163.10\|70030;2026-05-28\|160.11\|-2.63\|165.14\|165.99\|158.60\|52228;2026-05-29\|151.20\|-5.56\|160.00\|161.89\|149.90\|65855;2026-06-01\|146.56\|-3.07\|149.96\|152.70\|146.00\|43534;2026-06-02\|149.65\|2.11\|146.74\|152.45\|144.11\|42255;2026-06-03\|150.64\|0.66\|149.63\|155.10\|148.00\|50495;2026-06-04\|156.00\|3.56\|149.00\|157.00\|148.00\|74053;2026-06-05\|170.09\|9.03\|159.00\|171.35\|153.00\|125325;2026-06-08\|187.10\|10.00\|166.25\|187.10\|166.25\|101144;2026-06-09\|205.81\|10.00\|199.94\|205.81\|199.94\|32834;2026-06-10\|222.06\|7.90\|205.00\|226.39\|205.00\|179179;2026-06-11\|230.86\|3.96\|227.62\|237.57\|223.01\|105580;2026-06-12\|218.08\|-5.54\|242.80\|246.98\|215.48\|113689;2026-06-15\|215.39\|-1.23\|220.01\|224.62\|209.99\|99298;2026-06-16\|211.07\|-2.01\|215.39\|219.68\|207.00\|84424;2026-06-17\|232.18\|10.00\|207.00\|232.18\|206.31\|99759;2026-06-18\|215.52\|-7.18\|235.00\|247.65\|213.00\|140749;2026-06-22\|213.72\|-0.84\|214.88\|222.22\|205.00\|93353;2026-06-23\|210.80\|-1.37\|208.99\|214.64\|203.82\|60058;2026-06-24\|231.88\|10.00\|209.00\|231.88\|208.58\|64116;2026-06-25\|255.07\|10.00\|255.07\|255.07\|248.11\|26738;2026-06-26\|260.85\|2.27\|256.00\|270.36\|247.00\|140300;2026-06-29\|276.20\|5.88\|272.03\|283.57\|262.27\|152118;2026-06-30\|272.02\|-1.51\|276.18\|285.00\|263.96\|113180;2026-07-01\|257.81\|-5.22\|269.30\|270.65\|256.61\|89864;2026-07-02\|234.62\|-8.99\|247.00\|250.00\|232.13\|85992;2026-07-03\|235.89\|0.54\|229.52\|248.29\|223.33\|80438;2026-07-06\|227.80\|-3.43\|240.05\|240.05\|218.88\|58662;2026-07-07\|222.19\|-2.46\|224.61\|234.32\|220.50\|53218;2026-07-08\|219.29\|-1.31\|228.88\|233.80\|218.02\|56132;2026-07-09\|209.58\|-4.43\|216.84\|223.00\|200.95\|120808;2026-07-10\|214.58\|2.39\|216.00\|230.54\|214.55\|100597;2026-07-13\|207.90\|-3.11\|201.83\|224.57\|201.83\|100936;2026-07-14\|219.30\|5.48\|212.99\|223.36\|203.00\|96957;2026-07-15\|202.57\|-7.63\|223.44\|225.00\|197.41\|95533;2026-07-16\|188.29\|-7.05\|195.22\|200.50\|185.10\|65271;2026-07-17\|171.30\|-9.02\|184.29\|191.76\|170.92\|64471;2026-07-20\|154.17\|-10.00\|177.00\|177.70\|154.17\|72008;2026-07-21\|169.59\|10.00\|158.84\|169.59\|147.06\|86474;2026-07-22\|168.00\|-0.94\|169.00\|177.98\|166.00\|89501;2026-07-23\|163.35\|-2.77\|170.80\|172.00\|161.66\|53100;2026-07-24\|165.50\|1.32\|160.02\|172.98\|158.69\|61483;2026-07-27\|177.44\|7.21\|164.38\|178.25\|163.00\|86582;2026-07-28\|162.51\|-8.41\|172.05\|178.80\|160.49\|65483;2026-07-29\|161.24\|-0.78\|165.76\|171.71\|152.08\|88400;2026-07-30\|145.12\|-10.00\|158.26\|159.63\|145.12\|76451;2026-07-31\|148.59\|2.39\|156.72\|159.63\|148.04\|94313;2026-08-03\|136.82\|-7.92\|148.00\|148.00\|135.13\|85540;2026-08-04\|146.64\|7.18\|138.29\|148.39\|135.30\|77448;2026-08-05\|159.28\|8.62\|146.54\|161.30\|146.10\|89020;2026-08-06\|162.35\|1.93\|155.01\|166.88\|155.00\|75850;2026-08-07\|164.80\|1.51\|161.72\|168.20\|160.10\|70569;2026-08-10\|162.85\|-1.18\|166.00\|166.60\|158.33\|62953;2026-08-11\|163.37\|0.32\|162.82\|168.48\|161.36\|50311;2026-08-12\|166.38\|1.84\|164.99\|170.00\|161.80\|55478;2026-08-13\|161.52\|-2.92\|169.01\|170.62\|161.49\|64292;2026-08-14\|162.70\|0.73\|163.58\|165.10\|159.26\|49213;2026-08-17\|178.97\|10.00\|166.99\|178.97\|166.96\|38752;2026-08-18\|182.95\|2.22\|188.00\|189.50\|178.71\|118802;2026-08-19\|167.47\|-8.46\|175.18\|179.80\|165.64\|85180;2026-08-20\|168.67\|0.72\|170.65\|170.96\|164.34\|58903;2026-08-21\|166.99\|-1.00\|166.65\|171.29\|164.26\|45018;2026-08-24\|165.82\|-0.70\|166.18\|168.20\|160.59\|43474;2026-08-25\|160.91\|-2.96\|160.39\|164.33\|156.64\|55226;2026-08-26\|161.98\|0.67\|162.00\|163.76\|158.70\|38078;2026-08-27\|168.06\|3.75\|163.00\|168.94\|159.60\|52352;2026-08-28\|164.68\|-2.01\|166.41\|171.97\|164.48\|46631;2026-08-31\|165.31\|0.38\|159.00\|165.75\|158.90\|38170;2026-09-01\|157.43\|-4.77\|165.33\|165.76\|156.07\|42434;2026-09-02\|156.00\|-0.91\|155.32\|157.00\|153.87\|30369;2026-09-03\|155.00\|-0.64\|158.00\|159.02\|153.37\|24068;2026-09-04\|150.26\|-3.06\|156.20\|157.76\|149.00\|31099;2026-09-07\|156.00\|3.82\|152.17\|157.50\|151.17\|38709;2026-09-08\|158.39\|1.53\|155.48\|161.60\|152.68\|46733;2026-09-09\|159.73\|0.85\|158.39\|165.59\|158.20\|48053

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason