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
114636	证监会批复同意长鑫科技首次公开发行股票注册	半导体洁净室+OLED洁净室+订单新高+存储芯片行业原因：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6月25日公告，公司与中建三局签署“TCL华星第8.6代印刷OLED生产线一期项目洁净2包”实施合同，签约合同总金额3.59亿元含税。 2、据2026年5月29日互动易，受益于下游半导体、新型显示等电子产业投资保持高景气，公司2026年1-4月新签订单不含税43.25亿元，承接项目规模增长较快。 3、据2025年年度报告，公司参建了国内首个投入量产的动态随机存取存储芯片DRAM设计制造一体化项目，主要客户包括长鑫存储、长江存储等。 4、据2025年年度报告，公司主营洁净室系统集成，覆盖半导体及泛半导体、新型显示等产业，是国内少数具备承接多行业主流项目能力的洁净室系统集成解决方案提供商之一。	我国洁净室行业头部企业之一，长鑫为公司客户之一	2026-03-03\|16.26\|-8.86\|17.93\|18.43\|16.18\|296726;2026-03-04\|16.04\|-1.35\|15.77\|16.42\|15.72\|116756;2026-03-05\|16.23\|1.18\|16.26\|16.75\|16.02\|125724;2026-03-06\|15.98\|-1.54\|16.11\|16.27\|15.96\|111142;2026-03-09\|15.57\|-2.57\|15.50\|15.64\|15.02\|130571;2026-03-10\|16.02\|2.89\|15.87\|16.16\|15.77\|107814;2026-03-11\|15.68\|-2.12\|16.01\|16.20\|15.66\|90367;2026-03-12\|15.45\|-1.47\|15.86\|15.97\|15.40\|94051;2026-03-13\|15.68\|1.49\|15.40\|16.12\|15.40\|139240;2026-03-16\|16.26\|3.70\|15.54\|16.51\|15.46\|174670;2026-03-17\|16.63\|2.28\|16.26\|17.24\|15.90\|252316;2026-03-18\|15.98\|-3.91\|16.50\|16.86\|15.59\|202665;2026-03-19\|16.29\|1.94\|15.58\|16.93\|15.42\|215267;2026-03-20\|17.26\|5.95\|16.26\|17.92\|16.25\|512448;2026-03-23\|17.06\|-1.16\|17.27\|18.20\|17.00\|449776;2026-03-24\|17.59\|3.11\|17.49\|18.07\|17.06\|281732;2026-03-25\|19.35\|10.01\|17.85\|19.35\|17.51\|301432;2026-03-26\|18.28\|-5.53\|19.20\|19.66\|18.00\|468219;2026-03-27\|18.30\|0.11\|17.72\|18.62\|17.58\|285282;2026-03-30\|18.16\|-0.77\|17.97\|18.33\|17.74\|167373;2026-03-31\|17.14\|-5.62\|17.92\|17.99\|17.05\|177013;2026-04-01\|18.85\|9.98\|17.60\|18.85\|17.60\|166143;2026-04-02\|18.92\|0.37\|19.00\|19.48\|18.37\|335604;2026-04-03\|19.48\|2.96\|19.11\|20.25\|19.11\|357421;2026-04-07\|21.43\|10.01\|19.76\|21.43\|19.70\|429998;2026-04-08\|22.44\|4.71\|22.44\|23.16\|21.80\|505110;2026-04-09\|24.68\|9.98\|22.44\|24.68\|21.75\|387876;2026-04-10\|24.90\|0.89\|25.19\|25.50\|23.93\|542728;2026-04-13\|24.55\|-1.41\|24.09\|25.17\|23.78\|332702;2026-04-14\|23.85\|-2.85\|24.31\|24.96\|23.61\|303018;2026-04-15\|25.87\|8.47\|23.88\|26.24\|23.88\|392674;2026-04-16\|25.50\|-1.43\|24.80\|26.00\|24.80\|280290;2026-04-17\|24.87\|-2.47\|25.38\|26.15\|24.60\|220330;2026-04-20\|24.55\|-1.29\|24.85\|25.20\|24.12\|216776;2026-04-21\|23.99\|-2.28\|24.46\|24.67\|23.96\|149018;2026-04-22\|23.54\|-1.88\|24.26\|24.40\|22.87\|250840;2026-04-23\|23.34\|-0.85\|23.78\|23.88\|23.05\|191754;2026-04-24\|22.95\|-1.67\|23.30\|23.80\|22.86\|164219;2026-04-27\|22.97\|0.09\|23.09\|23.37\|22.73\|177200;2026-04-28\|22.05\|-4.01\|23.10\|23.37\|21.98\|194501;2026-04-29\|23.34\|5.85\|22.05\|23.75\|22.01\|350759;2026-04-30\|22.78\|-2.40\|23.13\|23.40\|22.50\|197962;2026-05-06\|23.76\|4.30\|23.13\|23.92\|23.00\|347465;2026-05-07\|24.98\|5.13\|23.55\|25.15\|23.19\|412531;2026-05-08\|25.68\|2.80\|24.52\|26.70\|24.33\|315657;2026-05-11\|26.70\|3.97\|25.81\|27.29\|25.58\|277506;2026-05-12\|25.75\|-3.56\|26.35\|26.46\|25.45\|188169;2026-05-13\|25.94\|0.74\|25.21\|26.09\|24.90\|157369;2026-05-14\|25.62\|-1.23\|25.99\|26.40\|25.13\|144964;2026-05-15\|28.18\|9.99\|25.62\|28.18\|25.48\|311574;2026-05-18\|31.00\|10.01\|30.40\|31.00\|30.05\|111758;2026-05-19\|30.27\|-2.35\|31.00\|31.00\|28.90\|507028;2026-05-20\|33.30\|10.01\|29.95\|33.30\|29.95\|448608;2026-05-21\|33.13\|-0.51\|33.97\|35.66\|33.13\|505315;2026-05-22\|32.99\|-0.42\|33.35\|35.15\|32.00\|437378;2026-05-25\|33.70\|2.15\|32.00\|34.93\|31.31\|417006;2026-05-26\|31.03\|-7.92\|32.00\|32.21\|30.33\|357490;2026-05-27\|29.22\|-5.83\|30.96\|31.02\|28.91\|270646;2026-05-28\|28.48\|-2.53\|29.22\|29.77\|28.03\|200393;2026-05-29\|26.57\|-6.71\|28.39\|28.56\|26.30\|207251;2026-06-01\|25.36\|-4.55\|26.70\|26.90\|25.26\|151543;2026-06-02\|26.40\|4.10\|25.63\|26.73\|24.92\|226070;2026-06-03\|27.46\|4.02\|26.40\|28.18\|26.01\|350005;2026-06-04\|28.30\|3.06\|27.10\|28.83\|27.00\|241761;2026-06-05\|27.60\|-2.47\|28.01\|28.77\|27.39\|207951;2026-06-08\|27.13\|-1.70\|25.61\|27.96\|25.61\|146505;2026-06-09\|28.65\|5.60\|27.99\|29.57\|27.83\|219756;2026-06-10\|29.22\|1.99\|28.05\|30.66\|28.05\|333038;2026-06-11\|30.89\|5.72\|28.30\|30.97\|28.00\|333011;2026-06-12\|29.45\|-4.66\|31.61\|31.70\|29.45\|347947;2026-06-15\|32.40\|10.02\|30.00\|32.40\|29.60\|283408;2026-06-16\|32.06\|-1.05\|32.80\|33.30\|31.50\|321125;2026-06-17\|33.12\|3.31\|31.44\|33.70\|31.44\|295075;2026-06-18\|31.38\|-5.25\|32.60\|33.12\|30.73\|295882;2026-06-22\|29.76\|-5.16\|31.00\|31.37\|28.65\|279825;2026-06-23\|29.43\|-1.11\|29.66\|30.52\|28.68\|198815;2026-06-24\|32.37\|9.99\|28.89\|32.37\|28.82\|285059;2026-06-25\|34.80\|7.51\|33.95\|35.13\|33.10\|399857;2026-06-26\|38.28\|10.00\|34.77\|38.28\|34.35\|370442;2026-06-29\|42.11\|10.01\|40.66\|42.11\|38.00\|217208;2026-06-30\|44.04\|4.58\|44.46\|45.70\|42.50\|564044;2026-07-01\|41.30\|-6.22\|43.00\|44.49\|40.90\|444189;2026-07-02\|37.95\|-8.11\|38.97\|40.30\|37.80\|351667;2026-07-03\|37.38\|-1.50\|37.95\|39.00\|36.12\|263549;2026-07-06\|35.90\|-3.78\|37.37\|38.09\|35.00\|177496;2026-07-07\|34.86\|-2.90\|35.32\|36.06\|34.14\|171106;2026-07-08\|34.36\|-1.43\|35.41\|35.87\|32.68\|195813;2026-07-09\|35.55\|3.46\|36.64\|37.80\|33.70\|414315;2026-07-10\|36.07\|1.46\|35.55\|38.61\|34.98\|424369
114635	证监会批复同意长鑫科技首次公开发行股票注册	碳化硅+IDM龙头+AI算力电源行业原因： 1、据证券时报6月28日报道，宏微科技近期已启动年内第二轮产品价格调整，全球龙头英飞凌亦将于7月1日起二次提价，功率半导体行业迎来新一轮涨价潮。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月12日互动易，士兰明镓6英寸SiC产线月产能达10000片，士兰集宏8英寸SiC产线月产能达5000片；基于自主研发的Ⅱ代SiC MOSFET芯片生产的电动汽车主电机驱动模块出货量累计超20万颗，第Ⅳ代SiC芯片与模块已完成客户评测并开始批量交付。 2、据2026年4月25日年报，公司Ⅱ代SiC-MOSFET已应用于AI算力中心电源上并实现大批量出货；公司应用于服务器的DrMOS电路、Efuse电路等已在客户端测试或已导入量产。 3、据2026年4月30日一季报，公司2026年一季度实现营收35.19亿元，同比增长17.31%，归母净利润2.09亿元，同比增长40.57%。	公司拟200亿元投建12英寸高端模拟芯片生产线项目	2026-03-03\|28.73\|-7.71\|31.38\|31.63\|28.68\|796035;2026-03-04\|28.43\|-1.04\|28.30\|29.20\|28.16\|418747;2026-03-05\|28.93\|1.76\|29.10\|29.54\|28.73\|407345;2026-03-06\|28.88\|-0.17\|28.79\|29.13\|28.70\|316045;2026-03-09\|28.52\|-1.25\|28.15\|28.68\|27.66\|403709;2026-03-10\|29.35\|2.91\|28.95\|29.59\|28.90\|403699;2026-03-11\|29.15\|-0.68\|29.29\|29.50\|29.08\|298194;2026-03-12\|29.00\|-0.51\|29.03\|29.56\|28.78\|278043;2026-03-13\|28.56\|-1.52\|28.72\|29.15\|28.48\|252335;2026-03-16\|29.00\|1.54\|28.51\|29.02\|28.14\|280904;2026-03-17\|28.22\|-2.69\|29.07\|29.10\|28.20\|279485;2026-03-18\|28.57\|1.24\|28.40\|28.67\|28.00\|236625;2026-03-19\|27.86\|-2.49\|28.09\|28.17\|27.80\|245744;2026-03-20\|27.14\|-2.58\|27.99\|28.33\|27.11\|272395;2026-03-23\|25.85\|-4.75\|26.39\|26.84\|25.66\|349888;2026-03-24\|26.25\|1.55\|26.28\|26.35\|25.52\|239557;2026-03-25\|26.74\|1.87\|26.37\|26.93\|26.36\|258041;2026-03-26\|26.03\|-2.66\|26.61\|26.73\|25.95\|194334;2026-03-27\|26.14\|0.42\|25.58\|26.32\|25.52\|157255;2026-03-30\|25.95\|-0.73\|25.60\|25.96\|25.45\|206658;2026-03-31\|25.52\|-1.66\|25.79\|26.19\|25.50\|200707;2026-04-01\|25.99\|1.84\|26.05\|26.13\|25.75\|187399;2026-04-02\|25.19\|-3.08\|25.93\|25.94\|25.10\|211641;2026-04-03\|24.72\|-1.87\|25.21\|25.35\|24.70\|186276;2026-04-07\|25.07\|1.42\|24.83\|25.28\|24.83\|153594;2026-04-08\|26.48\|5.62\|25.81\|26.49\|25.68\|328036;2026-04-09\|26.22\|-0.98\|26.10\|26.43\|25.97\|227524;2026-04-10\|26.58\|1.37\|26.47\|26.79\|26.47\|242712;2026-04-13\|26.58\|0.00\|26.21\|26.75\|26.21\|174848;2026-04-14\|26.93\|1.32\|26.86\|27.07\|26.66\|242790;2026-04-15\|26.58\|-1.30\|27.12\|27.18\|26.46\|237014;2026-04-16\|26.68\|0.38\|26.61\|26.82\|26.55\|243952;2026-04-17\|26.94\|0.97\|26.61\|27.07\|26.46\|260024;2026-04-20\|27.35\|1.52\|26.95\|27.47\|26.94\|281833;2026-04-21\|27.08\|-0.99\|27.34\|27.34\|26.77\|219942;2026-04-22\|27.61\|1.96\|27.08\|27.62\|26.95\|320422;2026-04-23\|27.36\|-0.91\|27.61\|28.08\|27.30\|345595;2026-04-24\|27.82\|1.68\|27.47\|28.08\|27.41\|413094;2026-04-27\|28.93\|3.99\|28.07\|29.19\|27.70\|640711;2026-04-28\|28.44\|-1.69\|28.90\|29.31\|28.30\|498091;2026-04-29\|27.84\|-2.11\|28.10\|28.20\|27.44\|445115;2026-04-30\|28.90\|3.81\|28.68\|29.17\|28.42\|654211;2026-05-06\|29.66\|2.63\|29.60\|30.10\|29.40\|764756;2026-05-07\|29.65\|-0.03\|29.77\|29.78\|29.27\|559055;2026-05-08\|29.49\|-0.54\|29.30\|29.60\|28.88\|489649;2026-05-11\|30.47\|3.32\|29.99\|30.71\|29.70\|825550;2026-05-12\|30.21\|-0.85\|30.47\|30.57\|29.71\|563244;2026-05-13\|31.51\|4.30\|29.70\|31.79\|29.45\|919946;2026-05-14\|31.38\|-0.41\|31.88\|32.43\|31.37\|1067461;2026-05-15\|30.95\|-1.37\|31.45\|32.20\|30.51\|855447;2026-05-18\|31.05\|0.32\|30.60\|31.45\|30.43\|586539;2026-05-19\|32.35\|4.19\|30.57\|32.98\|30.09\|911314;2026-05-20\|32.59\|0.74\|31.95\|32.78\|31.85\|807327;2026-05-21\|30.94\|-5.06\|32.90\|33.17\|30.90\|1010266;2026-05-22\|32.16\|3.94\|31.59\|32.30\|31.12\|740638;2026-05-25\|34.19\|6.31\|32.17\|34.23\|31.92\|1205146;2026-05-26\|33.90\|-0.85\|33.97\|34.50\|32.62\|1045728;2026-05-27\|35.58\|4.96\|34.05\|37.28\|33.56\|1887099;2026-05-28\|38.44\|8.04\|35.68\|39.14\|35.31\|1997531;2026-05-29\|34.60\|-9.99\|38.00\|38.28\|34.60\|1792873;2026-06-01\|32.80\|-5.20\|34.17\|34.60\|32.75\|1251712;2026-06-02\|33.03\|0.70\|32.85\|33.93\|32.51\|861359;2026-06-03\|34.70\|5.06\|33.35\|35.71\|33.35\|1225855;2026-06-04\|35.32\|1.79\|34.20\|36.25\|34.13\|917606;2026-06-05\|33.95\|-3.88\|34.70\|35.44\|33.68\|939263;2026-06-08\|32.13\|-5.36\|31.95\|33.28\|31.82\|752281;2026-06-09\|34.72\|8.06\|32.75\|34.86\|32.25\|834358;2026-06-10\|33.53\|-3.43\|33.87\|34.47\|33.02\|611192;2026-06-11\|33.18\|-1.04\|32.99\|34.40\|32.60\|631188;2026-06-12\|32.15\|-3.10\|34.20\|34.66\|32.09\|857939;2026-06-15\|35.37\|10.02\|32.91\|35.37\|32.58\|897340;2026-06-16\|38.28\|8.23\|37.00\|38.91\|36.90\|1789016;2026-06-17\|40.83\|6.66\|37.84\|41.15\|37.84\|2022437;2026-06-18\|41.83\|2.45\|40.50\|42.62\|40.45\|1441921;2026-06-22\|44.80\|7.10\|44.25\|46.01\|43.50\|1847314;2026-06-23\|47.04\|5.00\|45.20\|48.65\|44.50\|1854156;2026-06-24\|50.01\|6.31\|46.92\|50.80\|46.92\|1696719;2026-06-25\|49.86\|-0.30\|48.80\|51.43\|48.11\|1686238;2026-06-26\|50.38\|1.04\|49.80\|53.80\|49.33\|1859413;2026-06-29\|52.59\|4.39\|52.89\|55.42\|50.85\|2584855;2026-06-30\|54.66\|3.94\|53.50\|55.23\|50.40\|2212973;2026-07-01\|53.15\|-2.76\|55.56\|57.10\|52.41\|1869084;2026-07-02\|50.50\|-4.99\|50.00\|53.48\|47.84\|1600826;2026-07-03\|47.25\|-6.44\|49.98\|50.89\|47.20\|1352837;2026-07-06\|46.62\|-1.33\|47.98\|48.57\|45.28\|1140828;2026-07-07\|47.29\|1.44\|45.91\|48.49\|45.70\|1086236;2026-07-08\|46.21\|-2.28\|47.30\|48.63\|43.77\|1105137;2026-07-09\|48.40\|4.74\|47.08\|48.46\|45.46\|1487720;2026-07-10\|44.51\|-8.04\|48.89\|49.96\|44.32\|1857332
114634	证监会批复同意长鑫科技首次公开发行股票注册	存储芯片+园林工程+文体旅行业原因： 1、6月15日，美伊达成和平协议提升市场偏好，日韩股市大涨，存储板块领涨，铠侠涨超10%，SK海力士、三星电子涨超5%。 2、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，强化AI存储高景气预期。公司原因： 1、据2026年1月14日互动易，公司参股的华澜微系国产数据存储领域部件提供商，其阵列存储产品主要针对数据中心、高性能计算/AI存储系统架构的硬件解决方案；据2025年年度报告，公司持有华澜微6.4969%股份。 2、据2026年6月4日异常波动公告，公司股票于2026年6月1日至3日连续三个交易日收盘价格涨幅偏离值累计超过20%；经自查，公司目前生产经营正常，不存在应披露而未披露的重大事项。 3、据2025年年度报告，公司秉持“建设美丽中国·锦绣美好生活”双引擎驱动战略，主营市政园林建设的同时，大力聚焦和发展文体旅产业，并以芸合科技为核心平台培育科技业务作为第二增长曲线。	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	2026-03-03\|16.94\|-4.72\|17.78\|17.99\|16.88\|42715;2026-03-04\|16.87\|-0.41\|16.80\|17.01\|16.41\|30524;2026-03-05\|16.98\|0.65\|17.00\|17.60\|16.87\|26857;2026-03-06\|17.55\|3.36\|16.82\|17.60\|16.68\|27843;2026-03-09\|17.26\|-1.65\|17.30\|17.54\|17.00\|25382;2026-03-10\|18.10\|4.87\|17.57\|18.23\|17.41\|30529;2026-03-11\|17.65\|-2.49\|18.18\|18.20\|17.61\|24014;2026-03-12\|17.43\|-1.25\|17.58\|17.89\|17.36\|23563;2026-03-13\|17.25\|-1.03\|17.43\|17.70\|17.17\|26447;2026-03-16\|18.50\|7.25\|17.25\|18.77\|17.10\|74565;2026-03-17\|17.44\|-5.73\|18.39\|18.39\|17.42\|43290;2026-03-18\|18.24\|4.59\|17.70\|18.99\|17.35\|89976;2026-03-19\|17.77\|-2.58\|17.58\|18.39\|17.58\|51900;2026-03-20\|17.70\|-0.39\|17.75\|18.38\|17.61\|42807;2026-03-23\|16.94\|-4.29\|17.40\|18.18\|16.85\|60430;2026-03-24\|17.27\|1.95\|17.28\|17.48\|16.70\|46637;2026-03-25\|17.67\|2.32\|17.28\|18.01\|17.25\|33656;2026-03-26\|16.77\|-5.09\|17.82\|17.83\|16.66\|50323;2026-03-27\|17.18\|2.44\|16.53\|17.50\|16.43\|32702;2026-03-30\|17.09\|-0.52\|17.03\|17.26\|16.72\|24938;2026-03-31\|16.37\|-4.21\|17.09\|17.18\|16.36\|40474;2026-04-01\|16.68\|1.89\|16.76\|17.50\|16.43\|36800;2026-04-02\|16.15\|-3.18\|16.66\|17.01\|15.85\|34785;2026-04-03\|17.77\|10.03\|16.17\|17.77\|15.95\|94153;2026-04-07\|18.30\|2.98\|19.00\|19.55\|17.84\|150727;2026-04-08\|18.55\|1.37\|18.08\|18.70\|18.00\|107035;2026-04-09\|18.68\|0.70\|18.49\|19.30\|18.34\|71073;2026-04-10\|19.43\|4.01\|18.67\|19.99\|18.67\|87625;2026-04-13\|20.22\|4.07\|19.41\|20.69\|18.78\|99480;2026-04-14\|22.00\|8.80\|20.22\|22.23\|20.22\|124830;2026-04-15\|22.22\|1.00\|22.75\|23.73\|22.00\|136067;2026-04-16\|24.00\|8.01\|22.14\|24.10\|21.67\|112940;2026-04-17\|24.44\|1.83\|24.00\|25.33\|23.73\|105124;2026-04-20\|22.76\|-6.87\|24.35\|24.76\|22.06\|120379;2026-04-21\|22.48\|-1.23\|22.69\|23.11\|21.96\|80866;2026-04-22\|22.61\|0.58\|22.29\|23.38\|22.22\|61208;2026-04-23\|22.75\|0.62\|22.61\|23.12\|22.50\|57763;2026-04-24\|22.93\|0.79\|22.38\|23.23\|22.23\|44266;2026-04-27\|22.80\|-0.57\|23.00\|23.11\|22.37\|35657;2026-04-28\|23.05\|1.10\|22.80\|23.86\|22.40\|68634;2026-04-29\|22.90\|-0.65\|23.18\|23.51\|22.70\|53124;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
114633	证监会批复同意长鑫科技首次公开发行股票注册	参股六度人和（腾讯投资）+间接持股宇树科技+先进封装行业原因： 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%，提振A股半导体板块情绪。 2、广发证券6月6日研报指出，AI芯片需求推动CoWoS等先进封装产能持续紧张，整体呈现供不应求状态，订单能见度较高，行业高景气预期持续强化。公司原因： 1、据2026年6月4日互动易，公司持有 Easy Connection（Cayman） Limited（六度人和开曼有限公司）13.045%股权；六度人和2011年8月获得腾讯投资，其主营产品EC是一款SCRM（社交化客户关系管理）系统，通过整合QQ、微信、手机、座机、短信和邮件等沟通工具。 2、据2026年6月4日异常波动公告，宇树科技科创板IPO申请于2026年6月1日获审议通过，公司全资子公司持有容腾0.8333%股权，容腾持有宇树科技1.1868%股权，穿透后公司持有宇树科技约0.01%股权；公司强调持股比例较低，目前不涉及机器人业务。 3、据2026年5月8日及5月19日互动易，公司旗下子公司为ASM PT提供半导体封装设备部件及整机产品，已由半导体封装设备部件加工逐步拓展到整机加工组装并实现批量出货。	1、公司向ASM PT等全球头部客户提供半导体封装测试设备部件，并切入ABL、Signify供应链； 2、公司主营LED智能照明产品、智能可穿戴等产品，海外销售占比超7成	2026-03-03\|8.51\|-4.81\|8.95\|9.01\|8.48\|233748;2026-03-04\|8.40\|-1.29\|8.32\|8.51\|8.31\|149792;2026-03-05\|8.74\|4.05\|8.55\|9.03\|8.53\|237629;2026-03-06\|8.76\|0.23\|8.68\|8.78\|8.64\|135670;2026-03-09\|8.74\|-0.23\|8.59\|8.76\|8.51\|129134;2026-03-10\|8.93\|2.17\|8.80\|8.95\|8.77\|126621;2026-03-11\|9.08\|1.68\|9.00\|9.32\|8.93\|358523;2026-03-12\|9.00\|-0.88\|8.92\|9.14\|8.83\|231288;2026-03-13\|8.86\|-1.56\|9.05\|9.07\|8.84\|164208;2026-03-16\|8.94\|0.90\|8.83\|8.95\|8.81\|102888;2026-03-17\|8.65\|-3.24\|8.95\|9.00\|8.64\|121415;2026-03-18\|8.94\|3.35\|8.70\|8.94\|8.65\|130221;2026-03-19\|8.75\|-2.13\|8.82\|8.90\|8.70\|107704;2026-03-20\|8.41\|-3.89\|8.82\|8.84\|8.41\|124580;2026-03-23\|8.18\|-2.73\|8.73\|8.75\|8.06\|317072;2026-03-24\|8.26\|0.98\|8.38\|8.40\|8.02\|239523;2026-03-25\|8.29\|0.36\|8.26\|8.40\|8.22\|185190;2026-03-26\|8.00\|-3.50\|8.25\|8.32\|7.96\|172949;2026-03-27\|8.14\|1.75\|7.88\|8.14\|7.81\|100266;2026-03-30\|8.15\|0.12\|8.01\|8.15\|7.92\|116283;2026-03-31\|8.00\|-1.84\|8.13\|8.22\|8.00\|95536;2026-04-01\|8.12\|1.50\|8.16\|8.20\|8.06\|92932;2026-04-02\|7.89\|-2.83\|8.10\|8.12\|7.85\|89443;2026-04-03\|7.74\|-1.90\|8.03\|8.03\|7.72\|90239;2026-04-07\|7.87\|1.68\|7.78\|7.91\|7.75\|74629;2026-04-08\|8.27\|5.08\|8.01\|8.28\|8.01\|151407;2026-04-09\|8.15\|-1.45\|8.24\|8.26\|8.13\|88310;2026-04-10\|8.28\|1.60\|8.19\|8.34\|8.19\|100742;2026-04-13\|8.24\|-0.48\|8.21\|8.28\|8.17\|71216;2026-04-14\|8.33\|1.09\|8.35\|8.35\|8.22\|72145;2026-04-15\|8.21\|-1.44\|8.37\|8.39\|8.20\|65596;2026-04-16\|8.35\|1.71\|8.22\|8.37\|8.18\|81567;2026-04-17\|8.40\|0.60\|8.31\|8.44\|8.30\|77468;2026-04-20\|8.47\|0.83\|8.43\|8.49\|8.36\|75743;2026-04-21\|8.18\|-3.42\|8.41\|8.47\|8.09\|157350;2026-04-22\|8.29\|1.34\|8.16\|8.30\|8.09\|120092;2026-04-23\|8.07\|-2.65\|8.30\|8.31\|8.07\|109057;2026-04-24\|8.13\|0.74\|8.03\|8.19\|7.89\|99299;2026-04-27\|8.26\|1.60\|8.14\|8.28\|7.98\|106148;2026-04-28\|8.12\|-1.69\|8.21\|8.26\|8.08\|78162;2026-04-29\|8.27\|1.85\|8.08\|8.29\|8.08\|87769;2026-04-30\|8.26\|-0.12\|8.29\|8.33\|8.22\|78107;2026-05-06\|8.37\|1.33\|8.32\|8.48\|8.30\|101994;2026-05-07\|8.43\|0.72\|8.38\|8.44\|8.32\|106450;2026-05-08\|8.49\|0.71\|8.40\|8.52\|8.36\|88995;2026-05-11\|8.55\|0.71\|8.52\|8.55\|8.41\|114406;2026-05-12\|8.56\|0.12\|8.56\|8.69\|8.52\|176780;2026-05-13\|8.75\|2.22\|8.56\|8.99\|8.44\|267029;2026-05-14\|8.57\|-2.06\|8.73\|8.75\|8.57\|160028;2026-05-15\|8.60\|0.35\|8.56\|8.79\|8.54\|176863;2026-05-18\|8.67\|0.81\|8.51\|8.67\|8.47\|137960;2026-05-19\|8.78\|1.27\|8.68\|8.87\|8.59\|136590;2026-05-20\|8.77\|-0.11\|8.75\|8.85\|8.63\|135284;2026-05-21\|8.66\|-1.25\|8.86\|9.05\|8.65\|303266;2026-05-22\|8.63\|-0.35\|8.70\|8.86\|8.45\|200340;2026-05-25\|8.83\|2.32\|8.64\|8.83\|8.47\|217322;2026-05-26\|8.81\|0.34\|8.99\|9.07\|8.71\|323605;2026-05-27\|8.89\|0.91\|8.81\|9.08\|8.74\|285485;2026-05-28\|8.97\|0.90\|8.78\|8.97\|8.58\|307783;2026-05-29\|8.49\|-5.35\|8.94\|8.94\|8.42\|303216;2026-06-01\|8.59\|1.18\|8.33\|8.65\|8.23\|170878;2026-06-02\|9.45\|10.01\|8.55\|9.45\|8.49\|470309;2026-06-03\|10.40\|10.05\|10.16\|10.40\|10.16\|302703;2026-06-04\|10.54\|1.35\|10.21\|11.40\|10.09\|1573856;2026-06-05\|10.35\|-1.80\|10.24\|10.95\|10.24\|1151475;2026-06-08\|9.81\|-5.22\|9.57\|10.31\|9.51\|814694;2026-06-09\|10.79\|9.99\|9.84\|10.79\|9.64\|501986;2026-06-10\|10.70\|-0.83\|11.49\|11.87\|10.41\|1393473;2026-06-11\|9.91\|-7.38\|10.41\|10.50\|9.70\|993103;2026-06-12\|9.20\|-7.16\|10.17\|10.39\|9.05\|950692;2026-06-15\|10.12\|10.00\|9.28\|10.12\|9.27\|381502;2026-06-16\|9.84\|-2.77\|10.15\|10.16\|9.63\|792784;2026-06-17\|10.16\|3.25\|9.68\|10.30\|9.57\|927708;2026-06-18\|10.55\|3.84\|10.34\|10.96\|9.90\|980745;2026-06-22\|10.95\|3.79\|10.59\|11.09\|10.48\|919240;2026-06-23\|10.40\|-5.02\|10.60\|10.74\|10.36\|620291;2026-06-24\|10.21\|-1.83\|10.20\|10.50\|9.83\|577281;2026-06-25\|10.71\|4.90\|10.18\|10.73\|9.97\|741131;2026-06-26\|11.02\|2.89\|10.36\|11.35\|10.00\|942151;2026-06-29\|11.30\|2.54\|11.04\|11.30\|10.75\|888873;2026-06-30\|11.50\|1.77\|10.85\|11.79\|10.84\|804294;2026-07-01\|10.77\|-6.35\|11.31\|11.42\|10.62\|753064;2026-07-02\|9.89\|-8.17\|10.34\|10.55\|9.70\|559431;2026-07-03\|10.42\|5.36\|10.01\|10.88\|9.93\|765921;2026-07-06\|10.39\|-0.29\|10.57\|10.85\|10.28\|630154;2026-07-07\|11.43\|10.01\|10.12\|11.43\|9.88\|1001312;2026-07-08\|11.72\|2.54\|11.65\|12.57\|11.51\|1717514;2026-07-09\|12.25\|4.52\|11.08\|12.33\|11.06\|1400256;2026-07-10\|12.02\|-1.88\|11.70\|12.43\|11.59\|1154997
114632	证监会批复同意长鑫科技首次公开发行股票注册	半导体洁净室+中国电子云增资+AI算力行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年6月9日深桑达A官微，公司作为中国电子信息产业建设主力军，深度参与半导体产业全链布局，旗下子公司承建华虹无锡FAB9B项目洁净室及一般机电系统工程等项目；据2025年年度报告，公司洁净室整体解决方案业务营收超398亿元，在电子信息行业中保持国内领先优势。 2、据2026年6月9日公告，公司拟与中国电子云公司其他股东同步增资，增资金额合计不超过10亿元，旨在推动其在专属云与人工智能解决方案领域的业务发展。 3、据2025年半年报，公司自主研发了专属云平台软件CECSTACK、服务器虚拟化软件CeaSphere、新一代超融合产品CeaCube以及存算一体机等核心产品，建立了基于云原生技术架构的完整云产品体系，为客户建设高安全算力基础设施，输出多元异构混合算力、先进存力和高效运载力。 4、据2025年年度报告，公司实控人为中国电子信息产业集团有限公司，隶属国务院国资委。	1、公司作为中国电子信息产业建设主力军，深度参与半导体产业全链布局，旗下子公司承建华虹无锡FAB9B项目洁净室及一般机电系统工程等项目； 2、数字基础设施和数据资源体系的建设者和运营商；公司与百川智能、智谱 AI、中科闻歌等国内头部大模型公司建立生态合作关系，从技术、算力、商业化、产业落地等层面深入合作，推动中国电子云可信智算战略落地实现	2026-03-03\|18.41\|-6.60\|19.71\|19.73\|18.39\|337730;2026-03-04\|18.12\|-1.58\|18.16\|18.50\|18.03\|182091;2026-03-05\|18.66\|2.98\|18.43\|18.85\|18.13\|217095;2026-03-06\|18.96\|1.61\|18.48\|19.20\|18.42\|198735;2026-03-09\|19.14\|0.95\|18.71\|19.27\|18.17\|241712;2026-03-10\|19.20\|0.31\|19.51\|20.29\|18.97\|313690;2026-03-11\|18.82\|-1.98\|19.20\|19.39\|18.80\|226069;2026-03-12\|18.59\|-1.22\|18.80\|19.04\|18.38\|175482;2026-03-13\|17.74\|-4.57\|18.46\|18.46\|17.70\|272293;2026-03-16\|17.62\|-0.68\|17.71\|17.72\|17.26\|136032;2026-03-17\|17.57\|-0.28\|17.70\|18.08\|17.45\|151438;2026-03-18\|18.09\|2.96\|17.56\|18.36\|17.41\|242555;2026-03-19\|18.96\|4.81\|17.70\|19.90\|17.66\|808758;2026-03-20\|18.13\|-4.38\|19.33\|19.45\|18.09\|476451;2026-03-23\|17.18\|-5.24\|17.80\|18.40\|17.05\|352156;2026-03-24\|18.15\|5.65\|17.42\|18.41\|16.94\|415889;2026-03-25\|18.42\|1.49\|18.17\|18.95\|18.17\|290329;2026-03-26\|18.43\|0.05\|18.37\|19.15\|18.33\|365996;2026-03-27\|18.76\|1.79\|18.27\|18.85\|18.16\|231896;2026-03-30\|19.07\|1.65\|18.40\|19.65\|17.88\|424469;2026-03-31\|18.06\|-5.30\|18.83\|19.13\|18.04\|321355;2026-04-01\|18.30\|1.33\|18.43\|18.56\|18.00\|238943;2026-04-02\|17.50\|-4.37\|18.11\|18.18\|17.40\|244527;2026-04-03\|17.14\|-2.06\|17.59\|17.62\|17.01\|159210;2026-04-07\|16.83\|-1.81\|17.18\|17.25\|16.66\|184394;2026-04-08\|18.30\|8.73\|17.45\|18.37\|17.32\|377276;2026-04-09\|17.68\|-3.39\|18.10\|18.21\|17.55\|202877;2026-04-10\|17.89\|1.19\|17.86\|18.32\|17.75\|214491;2026-04-13\|18.08\|1.06\|17.69\|18.30\|17.66\|145082;2026-04-14\|18.67\|3.26\|18.29\|19.13\|18.28\|345925;2026-04-15\|18.60\|-0.37\|18.59\|19.22\|18.40\|278348;2026-04-16\|19.02\|2.26\|18.61\|19.20\|18.61\|243636;2026-04-17\|18.55\|-2.47\|18.80\|18.96\|18.51\|201651;2026-04-20\|18.76\|1.13\|18.50\|19.04\|18.49\|161481;2026-04-21\|18.18\|-3.09\|18.59\|18.65\|18.03\|211169;2026-04-22\|18.43\|1.38\|18.25\|18.55\|18.00\|176632;2026-04-23\|18.32\|-0.60\|18.42\|18.63\|18.18\|152728;2026-04-24\|17.92\|-2.18\|18.19\|18.30\|17.65\|189241;2026-04-27\|17.98\|0.33\|17.76\|18.20\|17.50\|169371;2026-04-28\|17.87\|-0.61\|17.80\|18.18\|17.48\|195299;2026-04-29\|17.79\|-0.45\|17.89\|17.98\|17.68\|139835;2026-04-30\|17.34\|-2.53\|17.77\|17.83\|17.24\|198175;2026-05-06\|17.84\|2.88\|17.42\|18.18\|17.42\|288325;2026-05-07\|18.22\|2.13\|18.00\|18.32\|17.99\|184174;2026-05-08\|18.29\|0.38\|18.10\|18.47\|17.91\|166899;2026-05-11\|19.06\|4.21\|18.51\|19.26\|18.17\|419285;2026-05-12\|18.82\|-1.26\|19.00\|19.26\|18.70\|216025;2026-05-13\|19.25\|2.28\|18.65\|19.46\|18.62\|300378;2026-05-14\|18.35\|-4.68\|19.38\|19.45\|18.35\|246083;2026-05-15\|18.39\|0.22\|18.31\|18.74\|18.21\|209669;2026-05-18\|18.90\|2.77\|18.77\|19.33\|18.70\|310624;2026-05-19\|19.63\|3.86\|18.90\|19.96\|18.80\|377340;2026-05-20\|20.00\|1.88\|19.97\|21.35\|19.75\|522506;2026-05-21\|19.13\|-4.35\|20.18\|20.44\|19.04\|409826;2026-05-22\|19.19\|0.31\|19.25\|19.46\|18.50\|355022;2026-05-25\|18.90\|-1.51\|19.19\|19.26\|18.51\|264947;2026-05-26\|18.31\|-3.12\|18.77\|18.79\|17.87\|287253;2026-05-27\|17.45\|-4.70\|18.17\|18.43\|17.41\|259095;2026-05-28\|17.63\|1.03\|17.45\|17.73\|17.00\|287281;2026-05-29\|16.47\|-6.58\|17.63\|17.75\|16.33\|337106;2026-06-01\|16.49\|0.12\|16.47\|16.90\|16.34\|195611;2026-06-02\|16.04\|-2.73\|16.49\|16.60\|15.77\|205422;2026-06-03\|15.94\|-0.50\|15.97\|16.28\|15.81\|165300;2026-06-04\|16.36\|2.63\|15.89\|17.34\|15.66\|309954;2026-06-05\|15.90\|-2.81\|16.46\|16.48\|15.90\|229122;2026-06-08\|15.10\|-5.03\|15.49\|15.73\|14.96\|200907;2026-06-09\|15.54\|2.91\|15.33\|15.65\|15.15\|145870;2026-06-10\|15.64\|0.64\|15.43\|16.54\|15.35\|225518;2026-06-11\|17.20\|9.97\|15.80\|17.20\|15.46\|364211;2026-06-12\|18.92\|10.00\|17.40\|18.92\|16.60\|1055556;2026-06-15\|20.81\|9.99\|19.20\|20.81\|18.75\|1004809;2026-06-16\|22.89\|10.00\|21.47\|22.89\|20.99\|1010397;2026-06-17\|23.22\|1.44\|23.21\|23.72\|21.80\|1604795;2026-06-18\|24.60\|5.94\|23.35\|25.54\|23.23\|1473955;2026-06-22\|24.59\|-0.04\|24.46\|25.20\|23.90\|909448;2026-06-23\|23.04\|-6.30\|24.80\|24.80\|22.51\|835196;2026-06-24\|25.34\|9.98\|23.39\|25.34\|22.98\|1042993;2026-06-25\|25.68\|1.34\|26.48\|27.19\|24.50\|1103243;2026-06-26\|24.22\|-5.69\|25.39\|25.74\|24.17\|829466;2026-06-29\|24.08\|-0.58\|24.98\|25.22\|22.39\|856146;2026-06-30\|24.95\|3.61\|24.05\|25.48\|23.76\|686622;2026-07-01\|24.00\|-3.81\|25.19\|25.60\|23.82\|645627;2026-07-02\|21.90\|-8.75\|23.04\|23.52\|21.60\|685149;2026-07-03\|20.97\|-4.25\|21.63\|22.10\|20.87\|496027;2026-07-06\|21.28\|1.48\|20.97\|21.68\|20.05\|575923;2026-07-07\|21.36\|0.38\|21.46\|22.39\|20.82\|602638;2026-07-08\|21.04\|-1.50\|21.70\|22.00\|20.43\|469756;2026-07-09\|22.42\|6.56\|21.50\|23.14\|21.50\|916185;2026-07-10\|21.68\|-3.30\|22.10\|23.50\|21.66\|697951
114631	MPO等技术受关注	光纤涨价+算力基建+储能扩产行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成长期合作，康宁将新建三家美国工厂，把美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，过去一年G.657.A2光纤价格由32元/芯公里飙至240元，涨幅650%。公司原因： 1、据2026年4月25日年报及2026年4月30日互动易，公司800G光模块已规模出货，空芯光纤实现量产，光电智连系统直接配套AI万卡集群，受益算力基建提速。 2、据中金公司2026年5月1日研报，光纤价格自2025年底全面上涨，公司作为头部供应商产能利用率提升，推动2026Q1归母净利同比增46.42%。 3、据2026年4月15日公告及2026年5月7日证券时报，公司将2亿元募集资金转投“新型储能低碳智造项目”，新增20GWh/年储能系统产能，并于酒泉新设储能科技公司加码布局。	公司中标约15.18亿元国内某互联网企业耗材集采招标项目	2026-03-03\|28.79\|-4.67\|30.59\|30.98\|28.73\|1754791;2026-03-04\|28.83\|0.14\|28.05\|29.50\|28.05\|1464931;2026-03-05\|28.82\|-0.03\|29.31\|29.59\|27.88\|1754972;2026-03-06\|27.38\|-5.00\|28.45\|28.88\|27.22\|1634252;2026-03-09\|27.20\|-0.66\|26.37\|27.31\|25.38\|1554020;2026-03-10\|28.90\|6.25\|27.55\|29.18\|27.41\|1685445;2026-03-11\|30.01\|3.84\|29.82\|31.66\|29.79\|2448244;2026-03-12\|30.24\|0.77\|29.60\|31.38\|29.50\|1599298;2026-03-13\|29.75\|-1.62\|29.93\|31.74\|29.70\|1328936;2026-03-16\|28.28\|-4.94\|30.05\|30.36\|28.00\|1269791;2026-03-17\|26.12\|-7.64\|28.58\|28.72\|26.00\|1602169;2026-03-18\|26.60\|1.84\|26.16\|26.72\|25.70\|1203826;2026-03-19\|25.90\|-2.63\|25.89\|26.49\|25.69\|852994;2026-03-20\|25.70\|-0.77\|26.38\|26.84\|25.52\|1313512;2026-03-23\|25.10\|-2.33\|24.60\|25.87\|24.60\|995117;2026-03-24\|26.10\|3.98\|25.63\|26.23\|25.00\|1231570;2026-03-25\|27.67\|6.02\|27.00\|27.93\|26.71\|1762654;2026-03-26\|26.77\|-3.25\|27.30\|28.08\|26.70\|1131724;2026-03-27\|27.05\|1.05\|26.25\|27.61\|25.91\|1153870;2026-03-30\|28.99\|7.17\|26.65\|29.46\|26.56\|1649417;2026-03-31\|30.09\|3.79\|28.86\|31.10\|28.03\|2335706;2026-04-01\|29.16\|-3.09\|30.99\|30.99\|28.60\|1587607;2026-04-02\|29.32\|0.55\|29.15\|30.62\|29.11\|1427117;2026-04-03\|30.67\|4.60\|29.46\|31.50\|29.25\|1963989;2026-04-07\|30.25\|-1.37\|30.82\|31.77\|30.06\|1499965;2026-04-08\|30.70\|1.49\|30.98\|31.17\|29.50\|1916845;2026-04-09\|31.40\|2.28\|30.28\|32.18\|29.41\|2222982;2026-04-10\|29.80\|-5.10\|31.38\|31.40\|29.50\|2575517;2026-04-13\|28.52\|-4.30\|29.41\|29.63\|28.33\|2167335;2026-04-14\|28.33\|-0.67\|28.80\|29.42\|27.88\|1721968;2026-04-15\|27.80\|-1.87\|28.26\|29.14\|27.68\|1562966;2026-04-16\|28.00\|0.72\|27.81\|28.33\|27.42\|1288208;2026-04-17\|28.14\|0.50\|28.01\|28.50\|27.62\|1605282;2026-04-20\|30.95\|9.99\|28.90\|30.95\|28.83\|2247838;2026-04-21\|32.44\|4.81\|31.00\|32.88\|30.78\|3957275;2026-04-22\|34.82\|7.34\|32.54\|34.84\|32.50\|3003972;2026-04-23\|34.07\|-2.15\|34.00\|35.04\|33.20\|2857762;2026-04-24\|33.21\|-2.52\|34.00\|34.50\|32.58\|2099211;2026-04-27\|35.78\|7.74\|34.29\|36.53\|34.23\|3393558;2026-04-28\|35.00\|-2.18\|35.78\|36.46\|34.00\|2647729;2026-04-29\|34.28\|-2.06\|34.20\|34.49\|33.33\|1784217;2026-04-30\|33.12\|-3.38\|34.30\|34.35\|32.51\|2123488;2026-05-06\|34.89\|5.34\|33.67\|35.25\|33.67\|2344121;2026-05-07\|38.38\|10.00\|36.10\|38.38\|35.00\|2891081;2026-05-08\|40.90\|6.57\|38.20\|41.16\|38.20\|3121181;2026-05-11\|43.86\|7.24\|44.98\|44.99\|42.75\|4148832;2026-05-12\|44.08\|0.50\|44.00\|46.18\|43.25\|4281311;2026-05-13\|43.60\|-1.09\|42.54\|43.94\|42.54\|2852067;2026-05-14\|44.10\|1.15\|44.50\|45.96\|43.68\|3745868;2026-05-15\|40.99\|-7.05\|44.38\|44.90\|40.11\|3651492;2026-05-18\|43.95\|7.22\|41.90\|44.68\|41.90\|3262116;2026-05-19\|44.55\|1.37\|43.00\|44.90\|41.29\|3196647;2026-05-20\|45.41\|1.93\|44.55\|47.40\|43.80\|3397230;2026-05-21\|41.90\|-7.73\|45.00\|45.77\|41.85\|3085398;2026-05-22\|43.82\|4.58\|42.69\|43.88\|42.48\|2264915;2026-05-25\|42.89\|-2.12\|44.29\|44.66\|41.80\|2809496;2026-05-26\|40.48\|-5.62\|42.00\|42.05\|39.26\|2931741;2026-05-27\|39.05\|-3.53\|39.80\|40.90\|38.82\|2221748;2026-05-28\|40.52\|3.76\|39.25\|40.74\|37.75\|2400489;2026-05-29\|42.19\|4.12\|41.00\|43.60\|38.85\|3852300;2026-06-01\|39.39\|-6.64\|42.00\|42.15\|39.07\|2462325;2026-06-02\|42.89\|8.89\|39.03\|43.33\|39.03\|4059782;2026-06-03\|44.98\|4.87\|43.89\|46.98\|43.40\|4191823;2026-06-04\|46.06\|2.40\|43.81\|47.18\|43.81\|3543682;2026-06-05\|46.07\|0.02\|45.08\|49.37\|44.95\|4065648;2026-06-08\|49.53\|7.51\|44.00\|50.68\|44.00\|5131565;2026-06-09\|54.48\|9.99\|50.53\|54.48\|48.56\|4848082;2026-06-10\|50.20\|-7.86\|52.50\|53.79\|49.18\|3836724;2026-06-11\|49.27\|-1.85\|49.69\|51.00\|48.05\|2899092;2026-06-12\|48.60\|-1.36\|50.72\|52.20\|48.59\|3301235;2026-06-15\|51.35\|5.66\|49.97\|51.47\|46.88\|3099242;2026-06-16\|54.15\|5.45\|51.40\|55.16\|51.00\|3175822;2026-06-17\|54.91\|1.40\|52.65\|56.32\|52.63\|3096590;2026-06-18\|56.55\|2.99\|54.13\|57.77\|54.13\|2846263;2026-06-22\|59.63\|5.45\|58.38\|61.18\|57.57\|2993802;2026-06-23\|61.73\|3.52\|60.30\|64.64\|58.47\|3239779;2026-06-24\|61.91\|0.29\|60.00\|63.99\|59.80\|2991124;2026-06-25\|68.10\|10.00\|63.40\|68.10\|61.81\|3160833;2026-06-26\|61.29\|-10.00\|65.66\|66.48\|61.29\|3954530;2026-06-29\|58.84\|-4.00\|60.00\|62.26\|56.39\|3192123;2026-06-30\|60.68\|3.13\|59.81\|61.50\|58.05\|2517377;2026-07-01\|55.42\|-8.67\|60.10\|60.13\|54.61\|3575366;2026-07-02\|51.58\|-6.93\|52.65\|54.31\|50.60\|2791416;2026-07-03\|50.22\|-2.64\|50.82\|52.50\|50.11\|2334801;2026-07-06\|48.03\|-4.36\|51.67\|51.95\|46.58\|2686918;2026-07-07\|47.27\|-1.58\|47.94\|48.68\|46.68\|1928746;2026-07-08\|44.86\|-5.10\|47.97\|48.20\|44.71\|2203827;2026-07-09\|47.14\|5.08\|45.85\|47.28\|43.28\|3392001;2026-07-10\|45.91\|-2.61\|47.34\|49.78\|45.89\|3183892
114630	MPO等技术受关注	商业航天+AI算力+高管增持+央企行业原因： 1、据央视新闻，5月11日，天舟十号货运飞船发射任务取得圆满成功。 2、中信建投研报指出，商业航天有望迎来密集催化，包括5月中下旬计划首飞的长征十号乙火箭、5月下旬计划首飞的星河动力智神星一号、二季度内再次挑战一级回收的蓝箭航天朱雀三号火箭等。公司原因： 1、据2026年5月7日互动易，公司商业航天产品已配套主流火箭及卫星重点型号，盈利水平稳定，具备在轨飞行经验，市场竞争力突出。 2、据2026年5月7日互动易，公司AI算力布局涵盖光模块精密组件、电源连接器、高速及液冷连接器，光模块组件业务增长迅速，电源连接器订单充足。 3、据2026年5月8日公告，7名高管近两日合计增持6.9万股，金额252万元，并承诺6个月不减持。 4、公司实控人为中国航空工业集团有限公司。	国内最大的军用光电连接器制造企业；公司主要产品包括电连接器、光器件及光电设备、线缆组件及集成产品、流体器件及液冷设备等，主要用于航空、航天等防务领域及民用高端制造领域；子公司深圳翔通光电主营光纤连接器、光纤适配器、光模块陶瓷插芯、光纤通信有源及无源器件产品等	2026-03-03\|34.93\|-4.20\|36.50\|36.56\|34.89\|464914;2026-03-04\|35.07\|0.40\|34.56\|35.27\|34.45\|272126;2026-03-05\|35.01\|-0.17\|35.22\|35.40\|34.76\|261249;2026-03-06\|35.29\|0.80\|35.00\|35.50\|34.80\|236542;2026-03-09\|34.42\|-2.47\|34.82\|34.83\|34.10\|289736;2026-03-10\|35.35\|2.70\|34.58\|35.61\|34.57\|366021;2026-03-11\|37.31\|5.54\|36.30\|37.68\|35.62\|1030688;2026-03-12\|37.78\|1.26\|37.08\|38.06\|36.88\|800623;2026-03-13\|35.56\|-5.88\|37.21\|37.30\|35.48\|693046;2026-03-16\|35.36\|-0.56\|35.50\|35.78\|34.85\|340637;2026-03-17\|34.60\|-2.15\|35.51\|35.58\|34.57\|310352;2026-03-18\|35.43\|2.40\|34.78\|35.49\|34.50\|311644;2026-03-19\|34.56\|-2.46\|34.90\|35.19\|34.35\|311312;2026-03-20\|33.53\|-2.98\|34.54\|34.64\|33.47\|325162;2026-03-23\|32.58\|-2.83\|32.82\|33.30\|32.38\|280834;2026-03-24\|33.05\|1.44\|32.91\|33.20\|32.35\|207968;2026-03-25\|33.73\|2.06\|33.15\|33.92\|33.13\|200900;2026-03-26\|33.39\|-1.01\|33.94\|33.95\|33.20\|172714;2026-03-27\|33.23\|-0.48\|33.00\|33.49\|32.83\|133428;2026-03-30\|33.95\|2.17\|32.82\|34.23\|32.76\|233934;2026-03-31\|33.80\|-0.44\|33.94\|34.39\|33.63\|172678;2026-04-01\|34.10\|0.89\|34.20\|34.26\|33.73\|186333;2026-04-02\|33.26\|-2.46\|33.88\|34.08\|33.20\|152687;2026-04-03\|33.09\|-0.51\|33.33\|33.50\|32.82\|161490;2026-04-07\|35.08\|6.01\|33.10\|35.33\|33.10\|543281;2026-04-08\|35.70\|1.77\|35.23\|35.96\|35.09\|436507;2026-04-09\|36.88\|3.31\|35.36\|37.45\|35.30\|747316;2026-04-10\|36.84\|-0.11\|36.80\|37.39\|36.38\|601742;2026-04-13\|36.74\|-0.27\|36.52\|37.49\|36.50\|329606;2026-04-14\|36.51\|-0.63\|36.93\|36.96\|36.31\|286502;2026-04-15\|35.87\|-1.75\|36.74\|36.90\|35.80\|267602;2026-04-16\|35.62\|-0.70\|35.90\|36.15\|35.50\|237349;2026-04-17\|35.66\|0.11\|35.55\|36.10\|35.10\|276183;2026-04-20\|36.71\|2.94\|35.66\|36.95\|35.65\|426389;2026-04-21\|36.44\|-0.74\|36.79\|36.81\|36.17\|239494;2026-04-22\|36.42\|-0.05\|36.20\|36.44\|35.95\|236067;2026-04-23\|35.85\|-1.57\|36.39\|36.73\|35.55\|250366;2026-04-24\|35.21\|-1.79\|35.84\|36.45\|35.18\|314347;2026-04-27\|36.94\|4.91\|34.60\|37.06\|34.20\|659725;2026-04-28\|35.54\|-3.79\|36.60\|36.65\|35.32\|354840;2026-04-29\|36.25\|2.00\|35.29\|36.48\|35.27\|270610;2026-04-30\|36.56\|0.86\|36.23\|37.22\|35.60\|338828;2026-05-06\|37.16\|1.64\|36.80\|37.50\|36.57\|485629;2026-05-07\|36.61\|-1.48\|37.24\|37.24\|36.42\|347834;2026-05-08\|36.92\|0.85\|36.51\|37.13\|36.10\|380847;2026-05-11\|40.61\|9.99\|37.68\|40.61\|37.68\|1098050;2026-05-12\|40.85\|0.59\|41.77\|42.50\|40.67\|1410756;2026-05-13\|41.90\|2.57\|40.82\|42.50\|40.71\|873659;2026-05-14\|40.38\|-3.63\|42.50\|42.80\|40.38\|570754;2026-05-15\|39.46\|-2.28\|40.37\|41.20\|39.10\|480661;2026-05-18\|39.34\|-0.30\|40.01\|40.58\|38.75\|456908;2026-05-19\|39.88\|1.37\|39.20\|40.11\|38.57\|439767;2026-05-20\|41.45\|3.94\|39.65\|41.90\|39.65\|676919;2026-05-21\|40.80\|-1.57\|41.55\|42.70\|40.70\|635466;2026-05-22\|41.27\|1.15\|41.07\|41.71\|40.80\|331266;2026-05-25\|41.00\|-0.65\|41.38\|41.45\|39.38\|568541;2026-05-26\|39.48\|-2.40\|40.45\|41.90\|38.95\|542479;2026-05-27\|38.71\|-1.95\|39.69\|40.70\|38.50\|436771;2026-05-28\|38.99\|0.72\|38.66\|39.57\|38.17\|412039;2026-05-29\|36.42\|-6.59\|39.00\|39.46\|36.15\|531072;2026-06-01\|35.84\|-1.59\|36.75\|37.18\|35.75\|363487;2026-06-02\|35.63\|-0.59\|35.90\|36.04\|34.79\|346106;2026-06-03\|36.92\|3.62\|36.01\|38.24\|36.01\|454799;2026-06-04\|39.22\|6.23\|36.51\|39.86\|36.30\|660014;2026-06-05\|37.78\|-3.67\|38.75\|39.37\|37.64\|449961;2026-06-08\|35.33\|-6.48\|36.77\|37.35\|35.12\|479001;2026-06-09\|37.14\|5.12\|35.87\|37.20\|35.34\|414086;2026-06-10\|37.16\|0.05\|37.05\|38.28\|36.01\|362139;2026-06-11\|36.50\|-1.78\|36.76\|37.09\|36.08\|263308;2026-06-12\|36.01\|-1.34\|37.21\|37.85\|35.88\|481929;2026-06-15\|38.19\|6.05\|36.30\|38.40\|35.93\|516881;2026-06-16\|38.11\|-0.21\|38.41\|38.98\|37.78\|347777;2026-06-17\|38.82\|1.86\|37.75\|40.15\|37.30\|552895;2026-06-18\|40.78\|5.05\|38.96\|41.25\|38.52\|766308;2026-06-22\|42.73\|4.78\|41.51\|43.00\|41.45\|801736;2026-06-23\|41.50\|-2.88\|42.74\|43.10\|40.89\|640713;2026-06-24\|41.99\|1.18\|41.20\|42.58\|40.51\|513272;2026-06-25\|42.34\|0.83\|42.12\|43.87\|41.80\|519381;2026-06-26\|42.69\|0.83\|43.03\|43.87\|42.19\|671782;2026-06-29\|44.10\|3.30\|43.10\|45.45\|43.03\|804023;2026-06-30\|46.20\|4.76\|44.36\|47.21\|43.23\|712669;2026-07-01\|44.60\|-3.46\|46.20\|46.57\|44.15\|662107;2026-07-02\|44.11\|-1.10\|43.38\|45.67\|42.01\|595319;2026-07-03\|42.35\|-3.99\|43.70\|44.44\|42.10\|464258;2026-07-06\|43.79\|3.40\|42.80\|45.19\|41.33\|570005;2026-07-07\|43.16\|-1.44\|43.50\|44.33\|42.75\|385335;2026-07-08\|41.22\|-4.49\|43.27\|44.32\|41.22\|469225;2026-07-09\|40.13\|-2.64\|41.29\|41.69\|38.70\|614042;2026-07-10\|39.10\|-2.57\|40.60\|41.60\|39.00\|627803
114629	MPO等技术受关注	800G光模块+AI算力+武汉国资行业原因：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5月6日互动易，公司800G LPO已批量交付北美头部A客户且订单持续追加，1.6T光模块在海外集成商批量出货，国内算力中心800G订单同比显著增长，今明两年海内外需求均呈爆发态势。 2、据2026年3月26日年报及2026年5月15日证券时报，公司800G以上高端光模块Q1销售额同比增长13974%，并建成全球首条3.2T CPO量产线，月产能20万只，已通过微软Azure及英伟达验证。 3、据2025年度报告，公司最终控制人为武汉市国资委，已形成联接、感知、智能制造三大AI赋能业务，光模块年产能超3000万只，位列全球前十。	公司表示各种类型800G系列产品都已经给北美头部厂家送样测试	2026-03-03\|95.83\|0.91\|97.81\|100.80\|94.84\|1320724;2026-03-04\|101.55\|5.97\|93.85\|103.48\|93.85\|1173658;2026-03-05\|106.61\|4.98\|105.00\|111.71\|99.55\|1552322;2026-03-06\|114.78\|7.66\|106.75\|116.09\|106.00\|1296931;2026-03-09\|118.60\|3.33\|112.00\|119.78\|108.50\|1356589;2026-03-10\|123.51\|4.14\|119.49\|124.00\|116.55\|1137800;2026-03-11\|134.88\|9.21\|122.99\|135.69\|122.90\|1258825;2026-03-12\|127.90\|-5.17\|133.74\|141.41\|123.50\|2098116;2026-03-13\|118.69\|-7.20\|125.30\|126.80\|118.59\|1602099;2026-03-16\|117.21\|-1.25\|118.74\|119.79\|112.88\|1216256;2026-03-17\|111.12\|-5.20\|117.99\|119.60\|110.80\|1131089;2026-03-18\|114.78\|3.29\|114.34\|116.20\|111.74\|984100;2026-03-19\|119.99\|4.54\|113.24\|122.51\|113.24\|1240602;2026-03-20\|116.08\|-3.26\|123.09\|125.76\|116.00\|1466542;2026-03-23\|113.34\|-2.36\|111.30\|118.08\|111.30\|955362;2026-03-24\|112.00\|-1.18\|113.54\|115.15\|105.55\|1168697;2026-03-25\|115.74\|3.34\|113.66\|118.44\|113.50\|1034754;2026-03-26\|105.35\|-8.98\|106.17\|109.63\|104.60\|1387121;2026-03-27\|109.50\|3.94\|103.18\|111.24\|103.18\|980082;2026-03-30\|106.95\|-2.33\|109.00\|110.50\|105.57\|593604;2026-03-31\|103.50\|-3.23\|105.80\|106.65\|102.11\|581704;2026-04-01\|104.74\|1.20\|106.61\|106.80\|103.19\|517064;2026-04-02\|100.34\|-4.20\|104.05\|105.40\|99.87\|594418;2026-04-03\|103.54\|3.19\|102.40\|105.84\|101.66\|685146;2026-04-07\|104.20\|0.64\|104.88\|108.50\|103.26\|571042;2026-04-08\|110.41\|5.96\|108.00\|110.46\|106.11\|915632;2026-04-09\|114.93\|4.09\|108.21\|117.85\|107.77\|1112309;2026-04-10\|115.92\|0.86\|117.00\|117.68\|113.90\|1004298;2026-04-13\|125.16\|7.97\|114.86\|125.20\|114.86\|1117461;2026-04-14\|120.63\|-3.62\|120.00\|124.34\|118.00\|1412244;2026-04-15\|112.30\|-6.91\|120.39\|120.39\|110.60\|1347892;2026-04-16\|112.32\|0.02\|109.90\|113.80\|107.85\|802533;2026-04-17\|116.68\|3.88\|113.00\|117.58\|112.79\|954008;2026-04-20\|114.98\|-1.46\|115.18\|118.20\|113.70\|927997;2026-04-21\|116.28\|1.13\|113.00\|117.08\|112.56\|696624;2026-04-22\|120.95\|4.02\|115.48\|121.33\|115.23\|1059522;2026-04-23\|117.65\|-2.73\|121.93\|123.50\|116.00\|1006280;2026-04-24\|115.32\|-1.98\|115.00\|117.35\|113.03\|693970;2026-04-27\|118.79\|3.01\|116.10\|121.25\|116.00\|901737;2026-04-28\|115.59\|-2.69\|118.50\|119.25\|114.38\|655538;2026-04-29\|119.04\|2.98\|114.39\|120.50\|114.39\|832806;2026-04-30\|119.53\|0.41\|119.11\|120.97\|115.00\|920208;2026-05-06\|125.19\|4.74\|123.01\|129.44\|121.66\|1088860;2026-05-07\|133.50\|6.64\|125.79\|134.52\|123.80\|1066791;2026-05-08\|136.69\|2.39\|130.79\|136.90\|129.28\|1057049;2026-05-11\|147.56\|7.95\|139.98\|148.78\|139.93\|1053847;2026-05-12\|144.16\|-2.30\|146.98\|150.50\|144.00\|990431;2026-05-13\|142.10\|-1.43\|140.00\|143.62\|136.80\|976177;2026-05-14\|137.40\|-3.31\|143.88\|146.20\|137.35\|905534;2026-05-15\|133.98\|-2.49\|138.10\|142.98\|130.26\|886672;2026-05-18\|147.38\|10.00\|137.53\|147.38\|137.03\|676805;2026-05-19\|158.40\|7.48\|151.06\|159.69\|147.28\|1422733;2026-05-20\|163.42\|3.17\|158.41\|170.88\|158.41\|1306426;2026-05-21\|153.96\|-5.79\|164.01\|165.80\|152.99\|1211819;2026-05-22\|156.31\|1.53\|155.55\|159.14\|153.60\|908112;2026-05-25\|171.94\|10.00\|157.00\|171.94\|155.50\|1090618;2026-05-26\|170.32\|-0.94\|171.94\|175.80\|165.96\|1116062;2026-05-27\|159.88\|-6.13\|166.95\|170.99\|159.00\|1070289;2026-05-28\|165.63\|3.60\|158.01\|167.10\|155.71\|815956;2026-05-29\|151.92\|-8.28\|166.34\|166.34\|150.28\|1057532;2026-06-01\|143.07\|-5.83\|154.90\|154.92\|142.58\|850159;2026-06-02\|149.25\|4.32\|144.80\|151.36\|141.22\|775330;2026-06-03\|154.39\|3.44\|153.98\|160.68\|150.70\|1014860;2026-06-04\|158.36\|2.57\|150.01\|161.09\|150.01\|764054;2026-06-05\|157.20\|-0.73\|156.30\|165.87\|155.86\|921741;2026-06-08\|148.85\|-5.31\|146.00\|154.78\|146.00\|687510;2026-06-09\|155.53\|4.49\|152.62\|155.79\|149.02\|649279;2026-06-10\|149.00\|-4.20\|152.80\|153.13\|147.01\|524023;2026-06-11\|150.50\|1.01\|148.01\|152.50\|147.13\|491338;2026-06-12\|151.01\|0.51\|155.01\|155.58\|151.01\|627813;2026-06-15\|160.98\|6.60\|152.98\|160.99\|147.01\|769126;2026-06-16\|164.00\|1.88\|161.00\|166.66\|159.08\|776303;2026-06-17\|170.51\|3.97\|161.65\|172.80\|161.00\|771903;2026-06-18\|177.55\|4.13\|169.11\|181.57\|168.72\|780774;2026-06-22\|174.67\|-1.62\|180.91\|181.05\|169.46\|905966;2026-06-23\|163.66\|-6.30\|172.79\|172.79\|162.51\|766124;2026-06-24\|167.89\|2.58\|162.00\|168.00\|161.30\|548837;2026-06-25\|173.58\|3.39\|168.78\|174.34\|165.40\|608961;2026-06-26\|160.94\|-7.28\|171.00\|171.87\|160.00\|667932;2026-06-29\|177.03\|10.00\|172.00\|177.03\|169.26\|1141374;2026-06-30\|184.61\|4.28\|179.00\|187.66\|173.03\|1090497;2026-07-01\|173.55\|-5.99\|184.00\|187.66\|171.80\|905333;2026-07-02\|156.20\|-10.00\|164.84\|164.84\|156.20\|809448;2026-07-03\|153.95\|-1.44\|151.69\|159.86\|149.90\|577387;2026-07-06\|149.70\|-2.76\|156.09\|156.78\|145.50\|486560;2026-07-07\|153.59\|2.60\|149.09\|155.60\|148.01\|487453;2026-07-08\|147.50\|-3.97\|153.00\|154.87\|145.50\|440562;2026-07-09\|159.00\|7.80\|150.00\|159.68\|147.00\|602126;2026-07-10\|158.07\|-0.58\|165.98\|168.98\|157.80\|737614
114628	MPO等技术受关注	涨停揭秘：新易盛连续大涨，年报预告净利润预增231%-249%，受益于AI算力投资加速及高速率光模块需求爆发，光通信板块整体走强；涨停缘由：年报预告净利润同比大增231.24%-248.86%；高速率光模块出货量显著提升；英伟达GTC大会强化算力基建预期；Lumentum订单排至2028年印证行业高景气；资金逻辑：光通信板块最强趋势股，主力资金连续7日净流入，融资余额翻倍增长，机构重仓+外资回补，量价配合完美，趋势动能强劲；风险提示：海外客户占比高，地缘政治扰动风险未消除，部分型号产品面临价格竞争，Q2环比增速或阶段性放缓	公司1.6T光模块订单相对于去年增幅很大	2026-03-03\|382.20\|0.32\|381.00\|395.48\|379.00\|511459;2026-03-04\|369.37\|-3.36\|377.60\|383.88\|366.65\|326122;2026-03-05\|401.24\|8.63\|384.94\|422.60\|383.26\|696779;2026-03-06\|402.00\|0.19\|393.22\|412.00\|387.09\|404315;2026-03-09\|384.00\|-4.48\|380.00\|387.32\|369.32\|441664;2026-03-10\|397.33\|3.47\|394.75\|401.00\|382.59\|424881;2026-03-11\|393.23\|-1.03\|400.01\|408.00\|392.20\|338382;2026-03-12\|378.77\|-3.68\|400.01\|404.85\|375.67\|346187;2026-03-13\|394.03\|4.03\|373.18\|399.99\|372.02\|407737;2026-03-16\|413.23\|4.87\|396.04\|418.03\|392.00\|472241;2026-03-17\|389.33\|-5.78\|422.01\|426.88\|385.93\|453934;2026-03-18\|430.90\|10.68\|399.20\|431.35\|398.00\|609727;2026-03-19\|440.40\|2.20\|427.01\|450.81\|427.01\|543572;2026-03-20\|477.05\|8.32\|468.00\|490.28\|458.88\|671922;2026-03-23\|460.44\|-3.48\|456.13\|477.87\|453.00\|480832;2026-03-24\|468.00\|1.64\|459.00\|468.33\|438.00\|406861;2026-03-25\|476.20\|1.75\|490.21\|492.00\|463.00\|458162;2026-03-26\|457.00\|-4.03\|469.02\|480.00\|455.12\|365099;2026-03-27\|447.41\|-2.10\|446.29\|461.30\|440.01\|298317;2026-03-30\|458.38\|2.45\|445.20\|464.00\|445.20\|255254;2026-03-31\|442.84\|-3.39\|445.65\|454.50\|434.70\|283290;2026-04-01\|460.60\|4.01\|461.53\|463.00\|444.00\|312649;2026-04-02\|447.49\|-2.85\|453.11\|460.98\|442.80\|218135;2026-04-03\|455.30\|1.75\|457.00\|469.00\|454.05\|336360;2026-04-07\|458.70\|0.75\|450.00\|468.00\|441.19\|284174;2026-04-08\|501.50\|9.33\|475.10\|502.00\|469.09\|469399;2026-04-09\|490.00\|-2.29\|491.30\|497.80\|488.00\|298416;2026-04-10\|522.50\|6.63\|493.00\|528.00\|485.00\|444844;2026-04-13\|512.72\|-1.87\|518.00\|522.00\|500.01\|375113;2026-04-14\|520.00\|1.42\|522.94\|538.90\|515.00\|387738;2026-04-15\|496.98\|-4.43\|525.02\|534.00\|490.02\|460646;2026-04-16\|537.50\|8.15\|497.00\|539.93\|496.00\|418603;2026-04-17\|589.00\|9.58\|550.00\|589.98\|542.03\|416195;2026-04-20\|583.00\|-1.02\|589.00\|596.96\|577.00\|342506;2026-04-21\|578.50\|-0.77\|578.00\|582.99\|566.00\|287544;2026-04-22\|622.71\|7.64\|569.00\|625.26\|568.03\|433446;2026-04-23\|608.28\|-2.32\|619.00\|627.80\|600.99\|401775;2026-04-24\|537.27\|-11.67\|552.76\|566.66\|528.01\|913871;2026-04-27\|538.00\|0.14\|549.40\|553.00\|534.86\|468082;2026-04-28\|535.46\|-0.47\|537.34\|548.00\|517.01\|357953;2026-04-29\|537.00\|0.29\|529.00\|549.50\|526.00\|275645;2026-04-30\|525.79\|-2.09\|549.00\|549.00\|518.00\|302098;2026-05-06\|522.48\|-0.63\|539.90\|542.58\|517.00\|420933;2026-05-07\|563.50\|7.85\|523.85\|565.00\|513.00\|533930;2026-05-08\|551.67\|-2.10\|553.00\|560.99\|546.47\|298005;2026-05-11\|563.70\|2.18\|554.00\|569.99\|525.25\|581077;2026-05-12\|592.52\|5.11\|575.00\|599.75\|570.91\|524973;2026-05-13\|628.99\|6.16\|585.11\|630.79\|582.18\|423739;2026-05-14\|617.90\|-1.76\|641.50\|653.70\|606.90\|382290;2026-05-15\|610.05\|-1.27\|617.00\|629.68\|586.28\|356062;2026-05-18\|599.92\|-1.66\|599.00\|617.27\|593.00\|292637;2026-05-19\|572.50\|-4.57\|599.51\|599.91\|560.31\|339052;2026-05-20\|587.97\|2.70\|575.39\|600.88\|571.51\|326624;2026-05-21\|566.00\|-3.74\|588.33\|603.53\|565.27\|328097;2026-05-22\|606.77\|7.20\|577.33\|613.88\|570.00\|404278;2026-05-25\|659.01\|8.61\|620.13\|660.06\|595.01\|476893;2026-05-26\|700.00\|6.22\|656.00\|703.58\|655.00\|463532;2026-05-27\|695.00\|-0.71\|690.53\|715.00\|683.83\|351379;2026-05-28\|718.34\|3.36\|695.00\|727.00\|671.77\|339478;2026-05-29\|706.45\|-1.66\|718.00\|733.99\|701.01\|332555;2026-06-01\|679.82\|-3.77\|709.14\|713.73\|673.10\|295925;2026-06-02\|747.00\|9.88\|696.00\|752.00\|693.10\|387107;2026-06-03\|782.25\|4.72\|760.00\|815.98\|758.07\|426909;2026-06-04\|775.94\|-0.81\|773.46\|785.97\|764.00\|254101;2026-06-05\|748.00\|-3.60\|790.00\|818.38\|730.00\|441765;2026-06-08\|725.00\|-3.07\|711.11\|745.00\|705.89\|322561;2026-06-09\|785.73\|8.38\|748.89\|795.00\|738.00\|348609;2026-06-10\|772.50\|-1.68\|770.00\|799.75\|760.10\|308882;2026-06-11\|526.00\|-4.55\|552.00\|575.00\|498.67\|667564;2026-06-12\|506.46\|-3.71\|540.00\|544.98\|502.80\|654443;2026-06-15\|540.49\|6.72\|515.00\|540.88\|490.13\|612302;2026-06-16\|549.00\|1.57\|541.51\|561.77\|535.01\|405700;2026-06-17\|557.88\|1.62\|545.70\|558.50\|537.11\|389548;2026-06-18\|581.48\|4.23\|552.66\|588.00\|551.18\|428749;2026-06-22\|579.97\|-0.26\|584.10\|591.00\|560.00\|455114;2026-06-23\|552.00\|-4.82\|575.00\|587.00\|540.00\|444398;2026-06-24\|555.30\|0.60\|552.00\|574.48\|546.00\|405643;2026-06-25\|610.49\|9.94\|560.00\|610.80\|550.06\|694274;2026-06-26\|566.00\|-7.29\|598.00\|598.00\|550.00\|617733;2026-06-29\|556.96\|-1.60\|556.00\|576.00\|524.22\|518139;2026-06-30\|607.00\|8.98\|565.43\|612.86\|555.78\|584424;2026-07-01\|575.56\|-5.18\|608.00\|618.87\|566.56\|476237;2026-07-02\|509.00\|-11.56\|545.00\|548.50\|504.60\|696063;2026-07-03\|526.00\|3.34\|510.00\|551.77\|505.88\|534507;2026-07-06\|506.89\|-3.63\|526.00\|530.00\|502.00\|431690;2026-07-07\|510.10\|0.63\|506.89\|518.21\|490.10\|454313;2026-07-08\|510.84\|0.15\|515.00\|533.38\|498.13\|445276;2026-07-09\|545.50\|6.78\|526.00\|549.94\|509.96\|491997;2026-07-10\|523.05\|-4.12\|564.00\|570.98\|520.58\|510678
114627	MPO等技术受关注	荣耀机器人+AI互联+AI硬件行业原因： 1、中际旭创4月16日盘后披露一季度净利同比增262%。公司表示，一季度800G和1.6T产品放量，预计全年800G和1.6T需求将有较大增长。 2、据华泰证券4月13日研报，北美光模块龙头Lumentum订单已排至2028年，验证AI算力需求高景气。公司原因： 1、据证券时报2026年4月20日报道，荣耀人形机器人“闪电”夺得北京亦庄半程马拉松冠军，公司为荣耀高端制造长期合作方，具备整机代工能力。 2、据2026年4月15日年报，公司800G/1.6T硅光模块已小批量供货，224G高速铜缆方案已在国内外AI集群商用。 3、据2026年4月15日年报，AI硬件发展迎来重要战略机遇期，公司在精密智造解决方案行业稳居全球第四、中国大陆第一。	公司800G 硅光模块已实现量产、1.6T产品处于客户验证阶段，在NPO和CPO方向均有产品布局	2026-03-03\|47.39\|-3.50\|49.16\|49.74\|47.20\|1360265;2026-03-04\|46.28\|-2.34\|46.67\|47.09\|45.80\|1198906;2026-03-05\|47.00\|1.56\|47.00\|47.76\|46.88\|1008733;2026-03-06\|47.30\|0.64\|46.59\|47.42\|46.47\|732496;2026-03-09\|46.50\|-1.69\|46.27\|46.62\|45.43\|973749;2026-03-10\|49.39\|6.22\|47.20\|49.70\|47.20\|1814094;2026-03-11\|50.17\|1.58\|49.45\|50.88\|49.28\|1686484;2026-03-12\|49.70\|-0.94\|49.90\|50.43\|49.28\|860416;2026-03-13\|49.33\|-0.74\|49.35\|50.28\|49.05\|819833;2026-03-16\|49.26\|-0.14\|49.01\|49.27\|47.51\|965272;2026-03-17\|49.83\|1.16\|50.18\|51.76\|49.76\|1850095;2026-03-18\|49.34\|-0.98\|49.66\|49.89\|48.90\|861205;2026-03-19\|48.04\|-2.63\|48.38\|48.80\|47.85\|918059;2026-03-20\|48.22\|0.37\|48.39\|49.70\|48.22\|1004845;2026-03-23\|46.30\|-3.98\|47.53\|47.75\|45.95\|1017446;2026-03-24\|46.34\|0.09\|46.80\|46.94\|44.57\|1105607;2026-03-25\|50.97\|9.99\|47.38\|50.97\|47.00\|2608861;2026-03-26\|50.19\|-1.53\|51.71\|51.71\|49.96\|2200194;2026-03-27\|50.61\|0.84\|48.18\|51.29\|48.18\|1749811;2026-03-30\|48.76\|-3.66\|49.80\|50.00\|48.10\|1596406;2026-03-31\|49.26\|1.03\|48.40\|50.62\|48.00\|1671505;2026-04-01\|50.40\|2.31\|50.48\|51.11\|49.80\|1109777;2026-04-02\|49.89\|-1.01\|50.10\|50.90\|49.57\|859659;2026-04-03\|48.80\|-2.18\|50.30\|50.38\|48.64\|745145;2026-04-07\|48.39\|-0.84\|49.00\|49.95\|48.11\|799878;2026-04-08\|52.27\|8.02\|49.56\|52.57\|49.56\|2019287;2026-04-09\|55.09\|5.40\|51.50\|55.78\|51.30\|2996031;2026-04-10\|58.18\|5.61\|55.42\|59.18\|54.90\|3868969;2026-04-13\|58.60\|0.72\|57.78\|59.52\|57.50\|2388132;2026-04-14\|59.14\|0.92\|59.00\|60.65\|58.55\|2432745;2026-04-15\|58.78\|-0.61\|59.00\|60.98\|58.45\|1980038;2026-04-16\|60.45\|2.84\|58.76\|60.65\|58.00\|1996422;2026-04-17\|59.75\|-1.16\|59.85\|60.88\|59.25\|1343424;2026-04-20\|65.73\|10.01\|62.64\|65.73\|60.91\|3929269;2026-04-21\|65.75\|0.03\|64.86\|66.00\|62.90\|2625733;2026-04-22\|68.03\|3.47\|65.39\|68.69\|64.60\|2366656;2026-04-23\|67.77\|-0.38\|69.00\|70.68\|67.30\|2322371;2026-04-24\|66.00\|-2.61\|67.51\|67.80\|64.37\|2622791;2026-04-27\|71.97\|9.05\|67.98\|72.60\|67.50\|3273500;2026-04-28\|69.88\|-2.90\|71.02\|72.40\|68.95\|2159908;2026-04-29\|68.64\|-1.77\|68.00\|69.77\|66.50\|2103918;2026-04-30\|67.00\|-2.39\|69.48\|69.48\|66.80\|1550475;2026-05-06\|67.08\|0.12\|68.27\|71.00\|66.87\|2130544;2026-05-07\|69.52\|3.64\|67.50\|70.30\|66.29\|2141885;2026-05-08\|71.29\|2.55\|68.13\|72.08\|67.11\|2150710;2026-05-11\|76.06\|6.69\|75.50\|78.42\|74.46\|2700154;2026-05-12\|77.19\|1.49\|77.39\|78.78\|75.50\|1980246;2026-05-13\|80.15\|3.83\|75.75\|81.78\|75.11\|2263665;2026-05-14\|75.40\|-5.93\|79.29\|79.35\|75.22\|2216706;2026-05-15\|74.00\|-1.86\|76.47\|76.80\|72.61\|1989212;2026-05-18\|72.90\|-1.49\|73.08\|75.11\|71.67\|2045112;2026-05-19\|72.40\|-0.69\|72.05\|72.71\|70.04\|1430820;2026-05-20\|70.07\|-3.22\|72.03\|72.60\|69.30\|1823804;2026-05-21\|67.87\|-3.14\|71.01\|72.99\|67.57\|1947986;2026-05-22\|72.40\|6.67\|69.50\|72.88\|68.90\|1866377;2026-05-25\|74.70\|3.18\|73.30\|74.93\|71.50\|2152996;2026-05-26\|72.45\|-3.01\|73.70\|73.71\|71.15\|1564253;2026-05-27\|71.59\|-1.19\|72.15\|74.29\|70.69\|1652248;2026-05-28\|72.80\|1.69\|71.23\|73.35\|69.32\|1597158;2026-05-29\|73.29\|0.67\|77.00\|77.80\|71.28\|2676698;2026-06-01\|70.71\|-3.52\|73.35\|75.93\|70.67\|2302540;2026-06-02\|74.00\|4.65\|70.01\|74.83\|68.15\|2325607;2026-06-03\|74.80\|1.08\|75.00\|78.00\|73.33\|2638471;2026-06-04\|74.59\|-0.28\|73.30\|75.60\|72.50\|1458711;2026-06-05\|68.77\|-7.80\|73.00\|73.39\|67.98\|2551045;2026-06-08\|66.14\|-3.82\|64.98\|67.65\|64.60\|1899719;2026-06-09\|69.34\|4.84\|66.18\|69.88\|65.16\|1711477;2026-06-10\|65.51\|-5.52\|68.00\|68.05\|64.80\|1346162;2026-06-11\|64.58\|-1.42\|65.04\|66.06\|63.22\|1224843;2026-06-12\|63.76\|-1.27\|66.20\|67.19\|63.70\|1371896;2026-06-15\|68.15\|6.89\|65.00\|68.38\|64.00\|1600914;2026-06-16\|67.26\|-1.31\|68.15\|68.70\|66.45\|1594150;2026-06-17\|67.32\|0.09\|66.45\|67.66\|65.60\|1511182;2026-06-18\|69.93\|3.88\|67.00\|70.77\|66.41\|2287715;2026-06-22\|68.40\|-2.19\|70.70\|71.01\|66.38\|2087196;2026-06-23\|69.36\|1.40\|68.39\|71.99\|67.78\|2581450;2026-06-24\|75.05\|8.20\|68.46\|76.30\|66.46\|4064758;2026-06-25\|74.42\|-0.84\|75.10\|75.80\|73.18\|2523690;2026-06-26\|68.00\|-8.63\|71.00\|71.50\|67.05\|3403617;2026-06-29\|65.30\|-3.97\|66.98\|67.52\|62.48\|2272360;2026-06-30\|70.40\|7.81\|65.24\|70.88\|64.60\|2451704;2026-07-01\|66.24\|-5.91\|70.40\|70.77\|65.50\|2089180;2026-07-02\|60.90\|-8.06\|64.55\|64.90\|60.66\|2115977;2026-07-03\|64.44\|5.81\|62.49\|65.97\|62.35\|2057754;2026-07-06\|62.88\|-2.42\|64.79\|65.22\|61.26\|1301778;2026-07-07\|63.28\|0.64\|62.54\|64.90\|62.00\|1370584;2026-07-08\|62.47\|-1.28\|63.00\|64.28\|60.60\|1281448;2026-07-09\|64.46\|3.19\|62.80\|64.66\|59.70\|1903541;2026-07-10\|62.14\|-3.60\|64.38\|65.66\|62.06\|1422326
114626	MPO等技术受关注	涨停揭秘：一季报净利润大增验证高景气，硅光与1.6T产品量产出货，3.2T研发推进，叠加英伟达GTC大会及Lumentum订单排至2028年催化；涨停缘由：谷歌主供地位稳固；硅光子OCS交换机全球首发；全光交换政策加速落地；美股光通信板块持续走强；英伟达产业链资本开支扩张；资金逻辑：近一个月累计5次涨停，主力资金持续净流入，4月17日板块内多只个股联动涨停，显示资金聚焦高确定性算力基础设施核心标的；风险提示：短期涨幅较大致估值承压；海外客户集中度高带来需求波动风险；3.2T技术迭代进度存在不确定性	公司为谷歌光模块主供应商，硅光、1.6T产品均已量产出货，3.2T产品正在研发；海外子公司TeraHop推出硅光子OCS交换机为行业首款基于硅光子学平台的64x64 OCS	2026-03-03\|563.80\|-1.19\|570.80\|599.04\|563.28\|393101;2026-03-04\|539.00\|-4.40\|554.02\|563.50\|536.50\|307429;2026-03-05\|557.00\|3.34\|556.00\|585.00\|552.60\|379004;2026-03-06\|545.48\|-2.07\|553.00\|559.98\|537.06\|219668;2026-03-09\|525.99\|-3.57\|520.10\|528.30\|506.00\|314743;2026-03-10\|547.00\|3.99\|540.00\|548.98\|530.02\|283094;2026-03-11\|554.68\|1.40\|557.00\|568.90\|553.00\|238972;2026-03-12\|534.80\|-3.58\|557.25\|563.58\|528.50\|239117;2026-03-13\|542.02\|1.35\|526.50\|548.88\|525.01\|211982;2026-03-16\|561.70\|3.63\|549.05\|565.00\|540.32\|274320;2026-03-17\|543.00\|-3.33\|570.00\|577.88\|539.00\|300410;2026-03-18\|580.00\|6.81\|553.86\|582.05\|550.00\|377805;2026-03-19\|575.20\|-0.83\|580.00\|592.80\|569.90\|331408;2026-03-20\|612.00\|6.40\|605.00\|632.72\|604.10\|538539;2026-03-23\|599.62\|-2.02\|590.31\|618.10\|585.00\|378520;2026-03-24\|603.19\|0.60\|599.00\|605.00\|577.00\|282636;2026-03-25\|628.40\|4.18\|625.00\|635.00\|616.05\|335631;2026-03-26\|614.20\|-2.26\|626.89\|645.00\|612.83\|262769;2026-03-27\|598.00\|-2.64\|598.85\|609.88\|588.66\|224326;2026-03-30\|589.08\|-1.49\|585.00\|595.58\|579.00\|209255;2026-03-31\|569.41\|-3.34\|571.00\|585.90\|555.00\|261202;2026-04-01\|601.87\|5.70\|591.00\|602.00\|581.20\|255405;2026-04-02\|582.00\|-3.30\|593.01\|596.77\|578.69\|177310;2026-04-03\|606.52\|4.21\|600.00\|625.00\|594.35\|290271;2026-04-07\|619.53\|2.15\|608.00\|636.66\|597.70\|239031;2026-04-08\|688.14\|11.07\|653.53\|688.26\|643.00\|396630;2026-04-09\|693.02\|0.71\|682.00\|700.00\|678.01\|249619;2026-04-10\|734.65\|6.01\|700.00\|743.04\|694.01\|330801;2026-04-13\|738.00\|0.46\|738.80\|744.00\|714.23\|228876;2026-04-14\|773.00\|4.74\|750.00\|786.22\|748.78\|292668;2026-04-15\|779.98\|0.90\|787.00\|808.83\|766.00\|323452;2026-04-16\|809.61\|3.80\|772.37\|810.11\|762.35\|286570;2026-04-17\|851.00\|5.11\|841.00\|865.00\|820.24\|398572;2026-04-20\|850.00\|-0.12\|849.00\|878.98\|840.58\|272631;2026-04-21\|864.86\|1.75\|849.75\|868.00\|839.00\|251138;2026-04-22\|886.62\|2.52\|859.30\|893.20\|854.00\|294383;2026-04-23\|897.00\|1.17\|890.00\|919.99\|877.78\|309869;2026-04-24\|886.99\|-1.12\|900.25\|915.00\|854.53\|383884;2026-04-27\|857.03\|-3.38\|899.00\|900.00\|854.00\|318149;2026-04-28\|825.00\|-3.74\|854.00\|854.00\|821.00\|295109;2026-04-29\|846.00\|2.55\|816.23\|863.00\|816.23\|251731;2026-04-30\|857.50\|1.48\|863.66\|874.65\|845.00\|212710;2026-05-06\|856.00\|-0.17\|888.50\|889.00\|840.45\|309386;2026-05-07\|877.47\|2.51\|858.00\|889.15\|835.00\|277190;2026-05-08\|886.00\|0.97\|864.95\|898.95\|861.56\|197641;2026-05-11\|940.13\|6.11\|889.06\|946.79\|870.00\|322655;2026-05-12\|1017.99\|8.28\|961.00\|1022.90\|960.00\|345421;2026-05-13\|1049.20\|3.07\|999.68\|1052.20\|991.12\|260005;2026-05-14\|1078.00\|2.74\|1065.00\|1088.88\|1025.10\|300571;2026-05-15\|1049.87\|-2.61\|1068.99\|1099.87\|1034.00\|276253;2026-05-18\|1045.00\|-0.46\|1030.03\|1075.00\|1030.03\|243132;2026-05-19\|1030.00\|-1.44\|1026.00\|1037.38\|988.88\|272749;2026-05-20\|1037.00\|0.68\|1019.11\|1071.00\|1019.11\|225973;2026-05-21\|993.34\|-4.21\|1060.00\|1065.00\|993.34\|237726;2026-05-22\|1037.98\|4.49\|1010.04\|1044.87\|1006.18\|209338;2026-05-25\|1093.00\|5.30\|1054.99\|1094.98\|1025.55\|250761;2026-05-26\|1103.00\|0.91\|1079.00\|1110.00\|1076.00\|234391;2026-05-27\|1111.37\|0.76\|1090.00\|1147.00\|1088.67\|250688;2026-05-28\|1197.99\|7.79\|1100.00\|1199.79\|1085.56\|287465;2026-05-29\|1161.16\|-3.07\|1190.00\|1209.99\|1155.00\|287268;2026-06-01\|1130.00\|-2.68\|1161.00\|1183.61\|1113.90\|269782;2026-06-02\|1191.81\|5.47\|1153.60\|1205.58\|1140.01\|290063;2026-06-03\|1275.00\|6.98\|1220.00\|1320.00\|1220.00\|345251;2026-06-04\|1280.00\|0.39\|1250.00\|1290.00\|1241.36\|217142;2026-06-05\|1179.99\|-7.81\|1273.20\|1301.51\|1160.00\|474741;2026-06-08\|1154.99\|-2.12\|1132.79\|1179.45\|1132.00\|336120;2026-06-09\|1180.00\|2.17\|1140.97\|1196.16\|1126.90\|398930;2026-06-10\|1147.00\|-2.80\|1150.00\|1174.00\|1128.80\|228965;2026-06-11\|1124.00\|-2.01\|1136.00\|1174.90\|1093.00\|305924;2026-06-12\|1149.00\|2.22\|1182.00\|1188.50\|1128.18\|346851;2026-06-15\|1245.00\|8.36\|1175.00\|1245.00\|1122.00\|342237;2026-06-16\|1248.09\|0.25\|1240.00\|1273.68\|1232.46\|232822;2026-06-17\|1276.11\|2.25\|1228.00\|1276.13\|1220.05\|217562;2026-06-18\|1367.88\|7.19\|1270.00\|1368.50\|1268.73\|285516;2026-06-22\|1382.33\|1.06\|1367.78\|1416.88\|1343.38\|280333;2026-06-23\|1310.01\|-5.23\|1395.00\|1395.00\|1300.00\|291773;2026-06-24\|1312.18\|0.17\|1313.61\|1344.88\|1282.15\|262257;2026-06-25\|1323.40\|0.86\|1326.00\|1345.09\|1280.02\|376090;2026-06-26\|1253.89\|-5.25\|1296.00\|1296.94\|1235.13\|352811;2026-06-29\|1220.00\|-2.70\|1239.00\|1264.21\|1169.49\|352899;2026-06-30\|1270.00\|4.10\|1223.01\|1295.60\|1218.21\|276783;2026-07-01\|1223.17\|-3.69\|1263.50\|1315.57\|1208.00\|271557;2026-07-02\|1143.00\|-6.55\|1160.00\|1198.00\|1127.40\|317620;2026-07-03\|1116.00\|-2.36\|1130.00\|1188.01\|1115.00\|328618;2026-07-06\|1098.92\|-1.53\|1136.54\|1141.00\|1060.34\|315566;2026-07-07\|1121.90\|2.09\|1098.00\|1138.20\|1089.00\|292864;2026-07-08\|1128.35\|0.57\|1134.80\|1179.30\|1114.56\|317328;2026-07-09\|1194.90\|5.90\|1153.00\|1199.99\|1117.01\|358884;2026-07-10\|1093.98\|-8.45\|1210.00\|1218.00\|1093.98\|423262
114625	MPO等技术受关注	CPO+1.6T光引擎+算力行业原因： 1、近日亚马逊、谷歌、微软等北美大厂最新财报中纷纷大幅上调资本开支。 2、英伟达CEO黄仁勋2月6日发声，试图向市场说明这些巨额开支是合理且可持续的，英伟达上周五单日大涨7.87%。公司原因： 1、据2026年2月4日互动易，公司CPO配套新产品进展正常，正与客户紧密配合持续推进。 2、据2025年11月27日机构调研，公司800G及1.6T高速光引擎已量产交付，绑定头部光模块客户。 3、据2026年1月21日业绩预告，2025年净利润预增40-60%至18.81-21.5亿元，主因AI及全球数据中心建设带动高速光器件需求。	公司基于EML的单波200G光发射器件已经小批量供应，开始研发高密度多通道阵列FA及外置光源发射器件。公司正在进行适用于CPO应用场景的多通道光纤耦合阵列的开发以及CPO-ELS模块应用的多通道高功率激光器的开发	2026-03-03\|334.56\|-4.41\|364.82\|364.99\|332.50\|445294;2026-03-04\|335.56\|0.30\|328.30\|343.08\|324.00\|288056;2026-03-05\|334.80\|-0.23\|342.00\|345.97\|325.08\|327860;2026-03-06\|322.88\|-3.56\|334.57\|336.30\|318.00\|332154;2026-03-09\|306.96\|-4.93\|306.75\|310.48\|292.00\|378965;2026-03-10\|340.48\|10.92\|329.00\|341.88\|325.01\|380508;2026-03-11\|331.00\|-2.78\|342.69\|344.44\|329.30\|267574;2026-03-12\|334.04\|0.92\|331.00\|336.80\|314.61\|356861;2026-03-13\|325.00\|-2.71\|323.18\|333.33\|322.12\|224433;2026-03-16\|311.17\|-4.26\|325.06\|326.60\|301.35\|352004;2026-03-17\|280.00\|-10.02\|288.00\|289.35\|277.17\|532355;2026-03-18\|303.30\|8.32\|293.99\|304.84\|293.00\|460771;2026-03-19\|307.99\|1.55\|305.57\|316.60\|301.00\|321089;2026-03-20\|312.00\|1.30\|335.00\|336.63\|312.00\|400797;2026-03-23\|298.49\|-4.33\|300.06\|309.00\|295.62\|274295;2026-03-24\|298.71\|0.07\|298.49\|308.88\|290.50\|308548;2026-03-25\|318.10\|6.49\|313.00\|331.50\|312.18\|383149;2026-03-26\|325.00\|2.17\|318.17\|339.00\|316.79\|401077;2026-03-27\|317.60\|-2.28\|311.00\|325.85\|302.25\|288743;2026-03-30\|316.81\|-0.25\|314.16\|322.00\|308.00\|231079;2026-03-31\|301.60\|-4.80\|308.60\|316.00\|298.22\|270576;2026-04-01\|333.33\|10.52\|316.67\|334.88\|312.89\|421999;2026-04-02\|322.80\|-3.16\|329.11\|336.05\|320.00\|281924;2026-04-03\|333.86\|3.43\|337.68\|344.40\|333.60\|319238;2026-04-07\|317.36\|-4.94\|334.02\|336.83\|314.85\|329008;2026-04-08\|337.00\|6.19\|330.00\|339.33\|320.00\|464132;2026-04-09\|346.90\|2.94\|337.02\|359.71\|331.13\|484902;2026-04-10\|358.90\|3.46\|346.90\|365.05\|341.40\|485053;2026-04-13\|351.00\|-2.20\|354.00\|357.29\|341.00\|374618;2026-04-14\|345.84\|-1.47\|352.30\|363.00\|343.80\|447787;2026-04-15\|330.66\|-4.39\|345.84\|347.99\|327.50\|415124;2026-04-16\|355.57\|7.53\|328.00\|359.77\|325.65\|485741;2026-04-17\|379.28\|6.67\|361.89\|383.66\|360.14\|456069;2026-04-20\|374.50\|-1.26\|376.16\|388.00\|367.01\|404531;2026-04-21\|353.00\|-5.74\|345.03\|370.89\|345.00\|551996;2026-04-22\|375.41\|6.35\|346.65\|380.50\|342.00\|519330;2026-04-23\|350.09\|-6.74\|375.60\|378.00\|343.50\|557550;2026-04-24\|323.87\|-7.49\|342.32\|346.07\|316.30\|551411;2026-04-27\|322.25\|-0.50\|325.00\|332.99\|317.90\|358152;2026-04-28\|309.80\|-3.86\|321.12\|321.64\|307.80\|345652;2026-04-29\|311.09\|0.42\|305.00\|317.50\|305.00\|254082;2026-04-30\|307.50\|-1.15\|312.87\|314.90\|305.00\|235989;2026-05-06\|316.16\|2.82\|312.85\|336.58\|311.00\|540668;2026-05-07\|328.14\|3.79\|322.00\|331.00\|305.00\|581696;2026-05-08\|326.30\|-0.56\|321.14\|335.13\|320.00\|356609;2026-05-11\|331.92\|1.72\|333.33\|335.00\|318.10\|464232;2026-05-12\|342.45\|3.17\|340.00\|349.30\|336.31\|505921;2026-05-13\|378.19\|10.44\|342.45\|383.79\|342.30\|726252;2026-05-14\|392.00\|3.65\|394.52\|406.56\|383.00\|679866;2026-05-15\|399.99\|2.04\|401.00\|414.08\|381.91\|676096;2026-05-18\|384.95\|-3.76\|388.99\|394.20\|370.00\|543490;2026-05-19\|363.00\|-5.70\|376.08\|377.00\|347.13\|546191;2026-05-20\|358.99\|-1.10\|360.27\|369.00\|351.00\|416244;2026-05-21\|337.21\|-6.07\|360.20\|364.57\|335.98\|418305;2026-05-22\|372.50\|10.47\|346.00\|375.00\|345.18\|572916;2026-05-25\|396.75\|6.51\|372.90\|397.77\|361.58\|524322;2026-05-26\|406.76\|2.52\|399.00\|410.00\|393.00\|472980;2026-05-27\|428.61\|5.37\|403.95\|444.64\|401.83\|518277;2026-05-28\|447.56\|4.42\|427.60\|450.15\|409.00\|488237;2026-05-29\|455.20\|1.71\|467.00\|492.38\|452.00\|615055;2026-06-01\|428.88\|-5.78\|459.75\|465.70\|428.38\|441243;2026-06-02\|457.00\|6.56\|435.08\|463.01\|424.47\|475258;2026-06-03\|497.38\|8.84\|501.00\|525.00\|482.99\|599370;2026-06-04\|480.45\|-3.40\|478.91\|491.30\|476.87\|352976;2026-06-05\|457.00\|-4.88\|483.00\|501.87\|449.00\|471206;2026-06-08\|425.11\|-6.98\|439.00\|442.79\|415.72\|421234;2026-06-09\|443.92\|4.42\|437.88\|445.59\|429.50\|350773;2026-06-10\|411.08\|-7.40\|418.00\|425.00\|403.04\|447797;2026-06-11\|412.30\|0.30\|412.52\|424.85\|402.00\|333287;2026-06-12\|280.95\|-4.44\|303.02\|305.00\|280.95\|474289;2026-06-15\|305.04\|8.57\|286.56\|306.12\|277.18\|541728;2026-06-16\|324.71\|6.45\|311.56\|331.61\|306.01\|578379;2026-06-17\|329.33\|1.42\|318.00\|329.97\|315.00\|467027;2026-06-18\|336.60\|2.21\|325.00\|340.49\|324.00\|491851;2026-06-22\|326.12\|-3.11\|338.00\|338.90\|315.99\|619272;2026-06-23\|311.06\|-4.62\|326.12\|326.12\|308.24\|458309;2026-06-24\|325.28\|4.57\|311.05\|326.00\|306.00\|451432;2026-06-25\|341.97\|5.13\|318.08\|346.00\|312.00\|796690;2026-06-26\|318.00\|-7.01\|331.00\|334.68\|316.80\|481933;2026-06-29\|295.15\|-7.19\|309.00\|313.99\|288.86\|528001;2026-06-30\|302.68\|2.55\|295.00\|309.89\|290.02\|423892;2026-07-01\|285.00\|-5.84\|301.00\|304.00\|280.00\|561856;2026-07-02\|250.77\|-12.01\|271.00\|272.00\|250.01\|529244;2026-07-03\|250.10\|-0.27\|252.00\|260.43\|245.94\|402819;2026-07-06\|237.00\|-5.24\|250.58\|253.99\|231.45\|463157;2026-07-07\|244.09\|2.99\|237.00\|246.50\|234.66\|424116;2026-07-08\|245.68\|0.65\|246.01\|253.20\|240.20\|432555;2026-07-09\|271.50\|10.51\|252.50\|272.94\|248.53\|556102;2026-07-10\|271.12\|-0.14\|281.00\|291.80\|270.91\|646231
114624	MPO等技术受关注	光模块+人形机器人+高分子材料零部件供应商行业原因： 1、6月1日，英伟达CEO黄仁勋在台北的GTC演讲中宣布，英伟达新一代平台Vera Rubin已经全面投入生产。 2、国泰海通5月22日研报指出，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5月26日及2026年3月9日互动易，公司的导热界面材料可用于机器人的关节部位，目前该领域相关业务已有人形机器人关节散热样品导入及小批量验证。 2、据2026年5月21日互动易，公司与华工科技旗下子公司华工正源在光模块领域保持合作，目前已批量供货；据2025年年度报告，公司针对光通信领域创新推出单组份后固化型导热凝胶，可大幅提升光模块核心元件的散热效率。 3、公司是一家高分子材料零部件供应商，主要为通信主设备厂商及其产业链上的其他通信设备厂商提供射频与透波防护器件、EMI及IP防护器件和电子导热散热器件等用于移动通信基站设备内、外部的零部件产品。	公司主营通信设备零部件，为5G应用开发的零部件产品拥有业内领先的性能，提供的产品包括射频与透波防护器件、 EMI及IP防护器件和电子导热散热器件等，可应用于光模块	2026-03-03\|34.95\|-2.51\|36.30\|36.69\|34.95\|37071;2026-03-04\|34.80\|-0.43\|34.55\|35.38\|34.30\|21281;2026-03-05\|35.15\|1.01\|35.63\|36.28\|34.95\|21622;2026-03-06\|37.06\|5.43\|35.50\|38.29\|35.50\|57930;2026-03-09\|36.22\|-2.27\|36.35\|36.80\|35.12\|43495;2026-03-10\|38.08\|5.14\|36.69\|38.25\|36.69\|47668;2026-03-11\|38.25\|0.45\|38.00\|39.28\|37.89\|57763;2026-03-12\|37.10\|-3.01\|38.26\|38.30\|36.75\|32889;2026-03-13\|36.60\|-1.35\|36.99\|37.26\|36.20\|39283;2026-03-16\|38.78\|5.96\|36.30\|38.99\|35.90\|61954;2026-03-17\|37.30\|-3.82\|38.21\|38.53\|37.00\|54162;2026-03-18\|38.85\|4.16\|37.40\|39.34\|37.08\|82447;2026-03-19\|39.44\|1.52\|38.08\|40.73\|37.99\|105350;2026-03-20\|37.60\|-4.67\|40.23\|41.48\|37.56\|99725;2026-03-23\|35.07\|-6.73\|36.01\|36.58\|34.71\|68530;2026-03-24\|36.49\|4.05\|35.62\|36.70\|34.46\|53772;2026-03-25\|43.79\|20.01\|37.51\|43.79\|37.51\|77760;2026-03-26\|40.58\|-7.33\|42.58\|43.35\|40.39\|142184;2026-03-27\|41.62\|2.56\|40.02\|42.46\|39.62\|135397;2026-03-30\|41.37\|-0.60\|40.52\|41.50\|39.77\|85893;2026-03-31\|38.98\|-5.78\|40.50\|40.67\|38.88\|80516;2026-04-01\|40.00\|2.62\|39.99\|42.39\|39.66\|94212;2026-04-02\|38.69\|-3.27\|39.50\|40.80\|38.35\|69595;2026-04-03\|39.87\|3.05\|39.66\|42.78\|39.46\|92650;2026-04-07\|41.54\|4.19\|39.88\|41.67\|39.88\|103397;2026-04-08\|43.49\|4.69\|42.39\|43.57\|41.12\|125610;2026-04-09\|42.52\|-2.23\|42.48\|43.18\|41.95\|86759;2026-04-10\|45.00\|5.83\|42.97\|45.00\|42.26\|121361;2026-04-13\|46.59\|3.53\|44.25\|47.60\|43.89\|115344;2026-04-14\|48.50\|4.10\|45.76\|48.50\|44.58\|111082;2026-04-15\|44.50\|-8.25\|47.95\|47.95\|44.12\|101537;2026-04-16\|45.65\|2.58\|43.99\|47.80\|43.68\|94111;2026-04-17\|45.36\|-0.64\|45.00\|46.79\|44.88\|79903;2026-04-20\|47.12\|3.88\|45.12\|47.20\|44.98\|91427;2026-04-21\|46.02\|-2.33\|46.35\|46.97\|45.61\|58626;2026-04-22\|45.54\|-1.04\|45.74\|46.30\|44.71\|59937;2026-04-23\|42.57\|-6.52\|45.55\|45.55\|42.42\|77489;2026-04-24\|41.56\|-2.37\|42.46\|42.92\|41.29\|45756;2026-04-27\|42.20\|1.54\|41.80\|42.59\|41.31\|35984;2026-04-28\|40.20\|-4.74\|41.75\|41.88\|39.83\|41563;2026-04-29\|40.26\|0.15\|39.90\|40.73\|39.68\|29435;2026-04-30\|40.08\|-0.45\|40.30\|40.56\|39.46\|27052;2026-05-06\|41.74\|4.14\|40.96\|41.99\|40.71\|51224;2026-05-07\|42.69\|2.28\|41.89\|42.96\|41.39\|51221;2026-05-08\|42.93\|0.56\|42.01\|42.94\|41.81\|40751;2026-05-11\|43.40\|1.09\|43.14\|43.64\|42.51\|50891;2026-05-12\|44.86\|3.36\|43.20\|45.35\|43.20\|73034;2026-05-13\|44.47\|-0.87\|44.18\|44.90\|43.80\|50288;2026-05-14\|42.79\|-3.78\|44.70\|44.79\|42.79\|42661;2026-05-15\|43.01\|0.51\|43.04\|44.26\|42.52\|41918;2026-05-18\|42.43\|-1.35\|42.55\|42.92\|41.77\|33872;2026-05-19\|42.16\|-0.64\|41.84\|42.22\|40.79\|36113;2026-05-20\|42.90\|1.76\|41.63\|43.33\|40.96\|38520;2026-05-21\|44.30\|3.26\|42.86\|46.00\|42.70\|90848;2026-05-22\|47.01\|6.12\|44.75\|47.81\|44.60\|97424;2026-05-25\|46.50\|-1.08\|47.07\|47.80\|45.20\|70606;2026-05-26\|47.33\|1.78\|46.05\|51.00\|46.05\|92925;2026-05-27\|49.50\|4.58\|47.05\|50.95\|46.87\|109472;2026-05-28\|40.63\|3.44\|37.11\|40.80\|36.68\|108637;2026-05-29\|38.32\|-5.69\|39.95\|40.42\|38.05\|95092;2026-06-01\|37.40\|-2.40\|38.02\|39.00\|37.19\|64567;2026-06-02\|44.88\|20.00\|37.29\|44.88\|37.17\|170702;2026-06-03\|50.36\|12.21\|45.89\|50.98\|43.58\|234868;2026-06-04\|47.76\|-5.16\|46.91\|48.28\|45.80\|152935;2026-06-05\|47.08\|-1.42\|46.03\|49.67\|45.80\|131384;2026-06-08\|41.03\|-12.85\|43.89\|44.74\|40.00\|128652;2026-06-09\|42.58\|3.78\|41.05\|42.82\|39.88\|109072;2026-06-10\|40.01\|-6.04\|41.01\|41.05\|38.88\|92484;2026-06-11\|38.61\|-3.50\|39.24\|39.95\|37.85\|77768;2026-06-12\|38.20\|-1.06\|39.94\|40.94\|37.80\|84440;2026-06-15\|42.04\|10.05\|38.80\|42.15\|38.55\|92993;2026-06-16\|42.50\|1.09\|42.10\|42.75\|41.17\|95303;2026-06-17\|43.40\|2.12\|41.66\|43.40\|41.50\|85188;2026-06-18\|45.60\|5.07\|44.03\|47.95\|44.01\|125975;2026-06-22\|47.79\|4.80\|44.45\|47.79\|44.10\|120941;2026-06-23\|43.67\|-8.62\|46.93\|46.93\|42.80\|93045;2026-06-24\|43.47\|-0.46\|42.57\|44.35\|42.40\|68414;2026-06-25\|47.02\|8.17\|43.69\|47.48\|42.80\|106990;2026-06-26\|46.05\|-2.06\|45.98\|46.85\|43.88\|81124;2026-06-29\|50.04\|8.66\|45.79\|50.38\|44.73\|135914;2026-06-30\|51.59\|3.10\|48.91\|52.65\|47.42\|141198;2026-07-01\|51.16\|-0.83\|50.50\|51.56\|49.03\|101301;2026-07-02\|46.11\|-9.87\|48.98\|49.66\|45.00\|75210;2026-07-03\|42.80\|-7.18\|45.90\|46.83\|42.78\|69403;2026-07-06\|41.22\|-3.69\|43.66\|43.94\|40.18\|58052;2026-07-07\|42.39\|2.84\|41.04\|42.75\|40.45\|54385;2026-07-08\|38.00\|-10.36\|42.08\|42.08\|38.00\|59287;2026-07-09\|40.50\|6.58\|38.85\|40.83\|37.70\|57544;2026-07-10\|38.18\|-5.73\|40.12\|41.78\|38.17\|61772
114623	MPO等技术受关注	AI液冷散热+高速连接器+扭亏为盈行业原因：英伟达首席执行官黄仁勋表示，未来5到10年，仍将大量使用铜缆，同时也会使用海量的光器件。公司原因： 1、据2026年5月1日投资者关系活动记录，公司液冷Cage今年有较明显进展，适配液冷方案的Cage已有出货，Cage+液冷一体化方案在推进中，几家连接器大厂预期指引均很高；据2026年4月29日年报，公司液冷业务实现突破性进展，已成功进入全球顶级AI算力平台供应链，产品已批量应用于高性能AI数据中心集群。 2、据2026年5月1日投资者关系活动记录，公司现阶段接到的新项目以112G/224G为主，112G以上高端产品占比已超过50%，毛利率显著高于传统产品；马来西亚基地2026年全面投产，且新增光模块Cage产线，已获得海外连接器大厂的光模块Cage订单。 3、据2026年4月29日披露的一季报，公司2026年一季度营收6.09亿元，同比增长38.30%；归母净利润948.99万元，同比实现扭亏为盈。	1、公司OSFP112G、OSFP-XD224G等高速通讯连接器及光模块CAGE组件大批量交货，切入共封装光学CPO赛道； 2、公司的高速连接器及相关产品终端应用于服务器、数据中心、通讯基站等领域； 3、公司针对GPU服务器与AI数据中心的高热密度场景，研发液冷散热结构件及模组产品	2026-03-03\|57.84\|-5.41\|61.50\|61.73\|57.51\|85044;2026-03-04\|57.85\|0.02\|56.55\|59.36\|56.55\|47724;2026-03-05\|57.24\|-1.05\|59.30\|60.31\|56.60\|67130;2026-03-06\|57.26\|0.03\|56.71\|58.49\|56.70\|50327;2026-03-09\|56.32\|-1.64\|55.60\|56.65\|53.40\|59606;2026-03-10\|58.95\|4.67\|57.39\|59.35\|57.24\|66314;2026-03-11\|58.26\|-1.17\|58.80\|60.45\|57.95\|60654;2026-03-12\|56.62\|-2.81\|58.09\|58.92\|56.00\|49009;2026-03-13\|56.52\|-0.18\|56.16\|57.54\|55.43\|37425;2026-03-16\|60.02\|6.19\|56.50\|60.14\|55.36\|80898;2026-03-17\|55.10\|-8.20\|59.76\|59.98\|54.95\|85642;2026-03-18\|56.89\|3.25\|56.80\|57.35\|54.89\|55667;2026-03-19\|55.08\|-3.18\|55.69\|56.38\|54.60\|43580;2026-03-20\|53.50\|-2.87\|55.50\|56.65\|53.40\|50998;2026-03-23\|49.64\|-7.21\|52.00\|53.04\|49.30\|60916;2026-03-24\|50.92\|2.58\|50.66\|51.23\|48.88\|41546;2026-03-25\|52.25\|2.61\|51.17\|53.29\|51.17\|41746;2026-03-26\|50.95\|-2.49\|51.81\|52.50\|50.62\|29741;2026-03-27\|51.42\|0.92\|50.09\|51.85\|49.58\|30373;2026-03-30\|51.67\|0.49\|50.78\|52.32\|50.40\|25755;2026-03-31\|50.63\|-2.01\|51.20\|52.38\|50.50\|27100;2026-04-01\|52.45\|3.59\|52.00\|52.65\|51.53\|43677;2026-04-02\|50.94\|-2.88\|52.11\|52.45\|50.60\|32830;2026-04-03\|53.00\|4.04\|51.51\|53.97\|50.92\|80154;2026-04-07\|55.03\|3.83\|52.80\|55.92\|52.14\|91914;2026-04-08\|59.41\|7.96\|55.90\|59.80\|55.05\|139296;2026-04-09\|65.20\|9.75\|60.17\|69.67\|59.90\|283041;2026-04-10\|64.70\|-0.77\|64.97\|66.55\|63.29\|188855;2026-04-13\|63.78\|-1.42\|63.75\|65.60\|62.91\|104705;2026-04-14\|63.85\|0.11\|63.79\|64.50\|62.66\|119161;2026-04-15\|62.35\|-2.35\|64.78\|65.29\|62.00\|105851;2026-04-16\|69.61\|11.64\|63.63\|70.00\|62.42\|226370;2026-04-17\|68.53\|-1.55\|68.41\|70.84\|66.70\|142134;2026-04-20\|66.53\|-2.92\|68.71\|70.49\|65.84\|175848;2026-04-21\|64.66\|-2.81\|63.29\|66.29\|62.77\|116123;2026-04-22\|66.30\|2.54\|63.52\|66.55\|63.52\|101906;2026-04-23\|67.81\|2.28\|66.00\|68.50\|63.35\|142944;2026-04-24\|64.70\|-4.59\|66.12\|67.35\|64.31\|93695;2026-04-27\|64.40\|-0.46\|64.70\|66.87\|63.92\|78600;2026-04-28\|63.00\|-2.17\|64.22\|64.91\|62.58\|66486;2026-04-29\|66.24\|5.14\|64.68\|69.28\|63.70\|149944;2026-04-30\|67.28\|1.57\|66.20\|68.16\|63.87\|112402;2026-05-06\|67.93\|0.97\|69.38\|69.95\|67.65\|134763;2026-05-07\|71.31\|4.98\|67.80\|71.31\|67.41\|199268;2026-05-08\|70.17\|-1.60\|69.50\|71.25\|68.58\|133725;2026-05-11\|71.90\|2.47\|70.20\|72.98\|68.22\|174512;2026-05-12\|75.65\|5.22\|71.90\|76.12\|70.16\|201056;2026-05-13\|77.36\|2.26\|75.20\|78.23\|73.96\|191037;2026-05-14\|71.90\|-7.06\|76.67\|78.80\|71.88\|149089;2026-05-15\|73.05\|1.60\|72.73\|75.48\|71.92\|111992;2026-05-18\|78.32\|7.21\|71.52\|79.87\|70.80\|167424;2026-05-19\|76.92\|-1.79\|78.00\|79.97\|75.00\|113329;2026-05-20\|76.36\|-0.73\|76.92\|78.20\|73.51\|102028;2026-05-21\|73.60\|-3.61\|77.63\|81.00\|73.50\|143734;2026-05-22\|82.70\|12.36\|75.42\|82.70\|73.66\|173879;2026-05-25\|81.40\|-1.57\|81.88\|84.56\|80.00\|113475;2026-05-26\|77.00\|-5.41\|80.63\|82.99\|75.30\|118439;2026-05-27\|79.50\|3.25\|80.00\|84.77\|77.01\|184897;2026-05-28\|95.40\|20.00\|78.00\|95.40\|78.00\|212764;2026-05-29\|88.28\|-7.46\|101.00\|101.12\|87.13\|202679;2026-06-01\|88.75\|0.53\|88.04\|93.58\|85.68\|166541;2026-06-02\|92.07\|3.74\|88.28\|93.30\|87.03\|190348;2026-06-03\|88.99\|-3.35\|92.01\|95.18\|85.16\|224777;2026-06-04\|106.79\|20.00\|86.36\|106.79\|86.36\|255299;2026-06-05\|109.60\|2.63\|109.92\|120.15\|108.00\|272287;2026-06-08\|97.86\|-10.71\|105.00\|108.80\|96.20\|202689;2026-06-09\|103.00\|5.25\|99.00\|105.20\|96.00\|211578;2026-06-10\|95.55\|-7.23\|100.00\|102.88\|93.41\|153606;2026-06-11\|97.43\|1.97\|94.35\|103.45\|93.97\|153174;2026-06-12\|93.38\|-4.16\|102.00\|103.48\|93.08\|135474;2026-06-15\|102.85\|10.14\|95.26\|103.25\|94.00\|158025;2026-06-16\|111.78\|8.68\|102.98\|114.30\|102.00\|193071;2026-06-17\|114.87\|2.76\|108.50\|117.32\|108.20\|169390;2026-06-18\|125.00\|8.82\|116.86\|129.39\|115.00\|149407;2026-06-22\|119.55\|-4.36\|123.88\|124.00\|114.44\|146650;2026-06-23\|112.48\|-5.91\|125.00\|128.00\|110.01\|139279;2026-06-24\|121.33\|7.87\|113.66\|122.00\|110.88\|135199;2026-06-25\|128.99\|6.31\|122.89\|132.77\|119.02\|144694;2026-06-26\|118.61\|-8.05\|125.00\|128.00\|118.27\|113152;2026-06-29\|108.39\|-8.62\|118.20\|121.00\|104.00\|139128;2026-06-30\|120.72\|11.38\|108.39\|121.70\|106.00\|116263;2026-07-01\|114.51\|-5.14\|119.22\|121.74\|112.05\|97173;2026-07-02\|105.59\|-7.79\|110.00\|114.45\|105.00\|93028;2026-07-03\|101.06\|-4.29\|106.01\|111.59\|99.86\|104128;2026-07-06\|102.28\|1.21\|101.00\|109.00\|99.00\|93426;2026-07-07\|98.72\|-3.48\|102.30\|105.50\|97.02\|78998;2026-07-08\|95.05\|-3.72\|100.00\|102.02\|94.90\|65903;2026-07-09\|102.17\|7.49\|98.67\|102.66\|93.50\|83431;2026-07-10\|104.91\|2.68\|106.51\|113.88\|104.90\|126072
114622	MPO等技术受关注	涨停揭秘：光模块PCB核心供应商，受益于日本光纤龙头涨价预期及800G光模块放量；涨停缘由：公司具备400G/800G光模块PCB量产能力，产品已应用于主流通信设备商；日本光纤巨头酝酿涨价强化上游材料议价逻辑，PCB作为光模块关键载体直接受益；资金逻辑：6月5日主力净流入1.36亿元，融资余额达5.94亿元创阶段新高，新华策略精选等6只基金Q1新进重仓，筹码向机构集中；风险提示：股东户数5月底环比增20.79%，人均持股下降17.21%，筹码短期趋于分散；一季报净利润同比+89%但绝对值仅1890万元，业绩持续性待验证	1、公司PCB涵盖单面板、双面板和多层板等，包括高频高速板、高阶 HDI 板等类型，主要应用于通信、工业控制、汽车电子、半导体封装等领域； 2、公司具备光模块板的制程能力，产品有应用于通信应用领域，公司能够提供支持客户实施400G/800G收发器的解决方案	2026-03-03\|103.29\|-5.91\|108.50\|109.00\|100.00\|155706;2026-03-04\|108.60\|5.14\|101.84\|112.00\|101.84\|131922;2026-03-05\|108.05\|-0.51\|110.00\|113.50\|105.88\|131213;2026-03-06\|108.21\|0.15\|106.11\|114.63\|106.11\|103546;2026-03-09\|101.90\|-5.83\|102.00\|104.82\|94.00\|125422;2026-03-10\|106.50\|4.51\|104.81\|107.90\|99.41\|103182;2026-03-11\|109.19\|2.53\|104.90\|110.99\|104.88\|102636;2026-03-12\|101.30\|-7.23\|108.78\|109.19\|98.01\|109829;2026-03-13\|97.20\|-4.05\|100.00\|100.78\|96.81\|66107;2026-03-16\|99.10\|1.95\|97.26\|101.85\|96.60\|85245;2026-03-17\|87.31\|-11.90\|96.90\|97.80\|87.25\|118272;2026-03-18\|88.35\|1.19\|87.49\|89.29\|85.41\|84052;2026-03-19\|84.58\|-4.27\|86.87\|88.50\|84.04\|58840;2026-03-20\|83.26\|-1.56\|85.51\|88.58\|83.26\|75506;2026-03-23\|81.63\|-1.96\|80.13\|85.81\|78.00\|94368;2026-03-24\|83.39\|2.16\|82.50\|84.16\|80.33\|69805;2026-03-25\|86.15\|3.31\|85.06\|89.90\|84.94\|86866;2026-03-26\|84.25\|-2.21\|85.17\|87.95\|84.18\|58142;2026-03-27\|83.66\|-0.70\|82.79\|86.37\|81.63\|58090;2026-03-30\|82.46\|-1.43\|82.16\|83.29\|79.30\|62998;2026-03-31\|80.33\|-2.58\|81.99\|83.27\|79.95\|45121;2026-04-01\|85.59\|6.55\|83.19\|86.00\|82.12\|85996;2026-04-02\|83.01\|-3.01\|84.84\|86.60\|81.68\|53421;2026-04-03\|85.20\|2.64\|83.70\|86.55\|83.16\|83071;2026-04-07\|87.40\|2.58\|85.19\|90.80\|84.62\|93891;2026-04-08\|91.65\|4.86\|91.90\|92.00\|87.51\|119427;2026-04-09\|94.23\|2.82\|89.84\|96.66\|89.81\|115890;2026-04-10\|97.62\|3.60\|94.53\|100.36\|94.00\|118158;2026-04-13\|96.08\|-1.58\|96.55\|97.64\|94.88\|86725;2026-04-14\|96.32\|0.25\|97.80\|99.94\|93.30\|113449;2026-04-15\|98.06\|1.81\|97.58\|100.00\|95.95\|112451;2026-04-16\|97.92\|-0.14\|97.74\|100.88\|97.06\|93258;2026-04-17\|98.31\|0.40\|97.00\|99.58\|96.06\|75651;2026-04-20\|97.81\|-0.51\|98.85\|99.50\|96.20\|71093;2026-04-21\|98.50\|0.71\|96.17\|99.79\|95.20\|70807;2026-04-22\|99.93\|1.45\|97.89\|101.93\|96.87\|74816;2026-04-23\|97.58\|-2.35\|99.47\|101.70\|95.05\|79050;2026-04-24\|94.42\|-3.24\|96.75\|97.80\|93.21\|64330;2026-04-27\|95.38\|1.02\|94.43\|97.36\|94.42\|47079;2026-04-28\|97.00\|1.70\|94.99\|99.15\|92.69\|74956;2026-04-29\|102.88\|6.06\|98.70\|107.33\|97.00\|136650;2026-04-30\|108.10\|5.07\|105.24\|111.90\|103.56\|115033;2026-05-06\|116.31\|7.59\|108.80\|121.66\|105.54\|142984;2026-05-07\|116.30\|-0.01\|116.42\|116.80\|111.62\|105816;2026-05-08\|119.00\|2.32\|113.91\|123.39\|113.50\|94312;2026-05-11\|117.85\|-0.97\|117.52\|119.95\|115.66\|86187;2026-05-12\|121.50\|3.10\|118.08\|129.60\|118.08\|105529;2026-05-13\|126.70\|4.28\|119.00\|128.50\|117.00\|98282;2026-05-14\|122.81\|-3.07\|125.98\|127.93\|120.60\|78554;2026-05-15\|121.90\|-0.74\|123.15\|133.07\|120.60\|97042;2026-05-18\|128.50\|5.41\|120.75\|129.44\|120.75\|83597;2026-05-19\|130.29\|1.39\|127.76\|130.88\|123.00\|71133;2026-05-20\|135.99\|4.37\|131.30\|136.49\|127.00\|86279;2026-05-21\|127.24\|-6.43\|133.34\|136.88\|126.71\|78100;2026-05-22\|131.16\|3.08\|129.99\|134.33\|128.66\|105949;2026-05-25\|148.14\|12.95\|139.18\|150.60\|137.00\|97780;2026-05-26\|145.59\|-1.72\|144.38\|151.00\|140.18\|90519;2026-05-27\|156.00\|7.15\|148.19\|159.66\|147.12\|121039;2026-05-28\|151.85\|-2.66\|150.94\|159.59\|149.19\|90767;2026-05-29\|159.79\|5.23\|150.75\|175.98\|149.60\|143954;2026-06-01\|144.45\|-9.60\|156.80\|159.94\|143.00\|143279;2026-06-02\|149.90\|3.77\|143.20\|154.18\|139.51\|109531;2026-06-03\|150.00\|0.07\|152.00\|156.91\|147.66\|92920;2026-06-04\|154.64\|3.09\|148.41\|158.50\|147.38\|100294;2026-06-05\|157.79\|2.04\|154.51\|166.60\|147.00\|114985;2026-06-08\|155.97\|-1.15\|149.90\|162.80\|149.00\|96060;2026-06-09\|172.37\|10.51\|162.58\|174.44\|158.58\|122593;2026-06-10\|160.15\|-7.09\|163.47\|166.58\|156.66\|100080;2026-06-11\|160.90\|0.47\|157.27\|160.98\|152.06\|92419;2026-06-12\|167.32\|3.99\|162.50\|173.00\|159.60\|118336;2026-06-15\|185.05\|10.60\|169.90\|185.90\|167.53\|112298;2026-06-16\|181.37\|-1.99\|183.27\|186.00\|176.40\|114387;2026-06-17\|180.25\|-0.62\|179.56\|192.01\|177.45\|114410;2026-06-18\|191.30\|6.13\|180.30\|194.90\|178.12\|115534;2026-06-22\|197.00\|2.98\|189.52\|199.56\|186.33\|97824;2026-06-23\|182.20\|-7.51\|194.00\|195.27\|178.00\|95067;2026-06-24\|203.70\|11.80\|182.00\|206.66\|179.88\|116466;2026-06-25\|206.66\|1.45\|201.38\|210.98\|198.23\|88567;2026-06-26\|198.40\|-4.00\|202.00\|204.15\|193.25\|82679;2026-06-29\|191.08\|-3.69\|193.80\|205.00\|176.00\|97866;2026-06-30\|204.50\|7.02\|193.50\|212.00\|190.31\|96434;2026-07-01\|188.82\|-7.67\|204.00\|204.19\|183.00\|100748;2026-07-02\|173.80\|-7.95\|181.67\|186.98\|171.00\|74918;2026-07-03\|173.65\|-0.09\|171.80\|183.18\|170.61\|71886;2026-07-06\|165.45\|-4.72\|179.00\|181.79\|164.00\|71622;2026-07-07\|165.00\|-0.27\|167.00\|173.55\|161.30\|57079;2026-07-08\|161.06\|-2.39\|167.32\|172.25\|159.01\|48093;2026-07-09\|177.45\|10.18\|166.00\|177.80\|162.05\|74719;2026-07-10\|163.80\|-7.69\|177.52\|180.58\|163.00\|72683
114621	MPO等技术受关注	光刻机滤光片+光通信+业绩高增 1、据2025年5月29日投资者关系活动记录表，戴斯光电生产的高端滤光片组件具有透过率点位精准、综合性能指标领先的特点，间接应用于ASML光刻机产品。表明了戴斯光电在相关产品方面的技术和制造能力得到了业内权威客户的认可。此外，戴斯光电研制的棱镜、波片、PBS、柱面镜、透镜等光学元件产品，以及声光调制器、电光调制器、隔离器、2D/3D光学AOI检测模组等产品也可应用于半导体检测领域，终端客户包括华为等。 2、据2026年3月3日异动公告，公司及子公司湖南戴斯光电有限公司的光学产品可应用于“无人机”与“光通信”等领域。其中，子公司戴斯光电研发的棱镜、PBS、柱面镜等光学元件，其终端应用涉及“光通信”领域，目前也仍处于研发阶段，未来发展存在一定的不确定性，相关产品暂未形成实质性收入。 3、据2026年2月27日业绩快报，2025年营收65,830.47万元、同比增长44.79%，归母净利润6,345.91万元、同比增长18.77%。	公司及子公司湖南戴斯光电有限公司的光学产品可应用于无人机与光通信等领域	2026-03-03\|65.02\|8.33\|59.42\|69.98\|57.26\|153681;2026-03-04\|58.00\|-10.80\|61.77\|63.98\|57.73\|96754;2026-03-05\|57.73\|-0.47\|59.50\|62.85\|57.52\|88315;2026-03-06\|56.30\|-2.48\|57.00\|58.97\|55.00\|77717;2026-03-09\|55.16\|-2.02\|54.60\|55.27\|51.56\|60341;2026-03-10\|58.40\|5.87\|55.60\|60.12\|55.55\|66498;2026-03-11\|57.28\|-1.92\|59.00\|60.20\|57.20\|56371;2026-03-12\|54.30\|-5.20\|57.29\|58.00\|54.00\|52299;2026-03-13\|55.32\|1.88\|54.99\|57.43\|53.40\|52541;2026-03-16\|55.98\|1.19\|54.01\|56.90\|54.00\|35682;2026-03-17\|53.87\|-3.77\|56.00\|56.14\|53.82\|32053;2026-03-18\|59.76\|10.93\|53.88\|60.21\|53.00\|70673;2026-03-19\|60.50\|1.24\|57.11\|62.74\|56.89\|90449;2026-03-20\|65.96\|9.02\|61.00\|72.60\|61.00\|156669;2026-03-23\|61.00\|-7.52\|61.59\|65.30\|59.99\|113543;2026-03-24\|66.12\|8.39\|62.09\|68.00\|58.88\|112139;2026-03-25\|70.46\|6.56\|71.67\|75.77\|69.51\|116543;2026-03-26\|76.25\|8.22\|69.03\|80.50\|69.03\|120470;2026-03-27\|75.10\|-1.51\|74.21\|78.45\|71.40\|95895;2026-03-30\|74.49\|-0.81\|73.00\|76.87\|72.01\|73888;2026-03-31\|68.35\|-8.24\|73.88\|74.00\|68.33\|81753;2026-04-01\|76.60\|12.07\|70.00\|76.60\|69.16\|91120;2026-04-02\|76.96\|0.47\|74.47\|79.39\|73.47\|84457;2026-04-03\|86.99\|13.03\|78.80\|89.58\|78.30\|118945;2026-04-07\|86.43\|-0.64\|86.55\|88.80\|82.55\|83976;2026-04-08\|91.87\|6.29\|89.80\|99.99\|88.94\|130393;2026-04-09\|87.68\|-4.56\|89.18\|90.98\|84.55\|88894;2026-04-10\|86.00\|-1.92\|88.00\|88.87\|84.50\|91134;2026-04-13\|85.34\|-0.77\|85.09\|88.30\|84.68\|60180;2026-04-14\|83.88\|-1.71\|84.68\|86.68\|82.91\|68907;2026-04-15\|81.28\|-3.10\|83.91\|84.70\|80.59\|57624;2026-04-16\|82.05\|0.95\|81.29\|82.60\|79.90\|44271;2026-04-17\|81.93\|-0.15\|83.99\|85.40\|80.77\|68390;2026-04-20\|89.04\|8.68\|81.83\|89.17\|80.03\|99894;2026-04-21\|92.22\|3.57\|88.00\|98.50\|87.84\|98652;2026-04-22\|99.71\|8.12\|93.33\|100.90\|93.33\|75678;2026-04-23\|94.68\|-5.04\|99.70\|100.90\|93.80\|60349;2026-04-24\|93.22\|-1.54\|94.63\|98.51\|92.08\|52891;2026-04-27\|91.90\|-1.42\|94.00\|94.67\|89.72\|36520;2026-04-28\|90.20\|-1.85\|94.00\|95.39\|89.30\|41505;2026-04-29\|96.59\|7.08\|90.72\|97.22\|90.01\|51097;2026-04-30\|88.88\|-7.98\|97.00\|97.00\|85.30\|71797;2026-05-06\|90.47\|1.79\|89.50\|94.56\|87.81\|51828;2026-05-07\|98.72\|9.12\|92.27\|99.15\|88.66\|58056;2026-05-08\|107.30\|8.69\|98.20\|107.30\|97.14\|69143;2026-05-11\|110.59\|3.07\|105.00\|111.89\|103.60\|90748;2026-05-12\|115.79\|4.70\|111.70\|118.99\|106.01\|74323;2026-05-13\|121.70\|5.10\|114.04\|129.00\|111.82\|69337;2026-05-14\|131.18\|7.79\|125.00\|135.00\|123.00\|60099;2026-05-15\|127.21\|-3.03\|131.18\|134.92\|123.00\|56436;2026-05-18\|129.20\|1.56\|127.21\|131.88\|125.43\|53414;2026-05-19\|88.48\|-3.83\|93.38\|100.30\|87.58\|102230;2026-05-20\|91.80\|3.75\|89.39\|92.64\|84.88\|74241;2026-05-21\|88.10\|-4.03\|93.64\|96.87\|87.55\|70729;2026-05-22\|89.08\|1.11\|90.00\|92.99\|87.10\|71481;2026-05-25\|83.21\|-6.59\|89.60\|89.61\|81.70\|101269;2026-05-26\|81.58\|-1.96\|82.69\|83.50\|80.02\|56721;2026-05-27\|79.58\|-2.45\|80.50\|81.82\|78.76\|61913;2026-05-28\|78.13\|-1.82\|79.00\|79.33\|73.80\|84297;2026-05-29\|71.99\|-7.86\|78.38\|80.00\|71.49\|64729;2026-06-01\|67.30\|-6.51\|71.73\|72.33\|67.18\|59160;2026-06-02\|67.84\|0.80\|67.70\|70.70\|66.63\|68608;2026-06-03\|71.55\|5.47\|68.65\|74.50\|68.21\|84818;2026-06-04\|69.50\|-2.87\|69.17\|70.33\|68.20\|57474;2026-06-05\|67.63\|-2.69\|68.61\|71.58\|67.12\|56921;2026-06-08\|61.34\|-9.30\|62.72\|66.00\|60.24\|80607;2026-06-09\|63.72\|3.88\|62.95\|64.33\|60.89\|59849;2026-06-10\|61.54\|-3.42\|63.07\|63.07\|60.56\|49379;2026-06-11\|63.22\|2.73\|61.85\|64.67\|60.71\|69999;2026-06-12\|61.77\|-2.29\|66.52\|66.96\|61.60\|59607;2026-06-15\|68.57\|11.01\|61.80\|69.12\|61.80\|78304;2026-06-16\|67.39\|-1.72\|69.00\|69.74\|66.72\|74808;2026-06-17\|73.00\|8.32\|66.05\|75.00\|66.05\|96987;2026-06-18\|75.58\|3.53\|72.80\|76.98\|71.70\|92952;2026-06-22\|70.40\|-6.85\|77.05\|77.05\|67.30\|116586;2026-06-23\|69.60\|-1.14\|69.79\|71.47\|67.90\|56865;2026-06-24\|79.00\|13.51\|69.38\|81.50\|69.38\|123781;2026-06-25\|80.54\|1.95\|80.00\|81.10\|76.21\|104367;2026-06-26\|75.05\|-6.82\|80.14\|80.14\|74.66\|77406;2026-06-29\|75.00\|-0.07\|74.67\|80.57\|70.00\|86482;2026-06-30\|79.95\|6.60\|75.00\|82.50\|74.13\|101326;2026-07-01\|77.07\|-3.60\|79.16\|82.66\|76.00\|84519;2026-07-02\|79.49\|3.14\|74.11\|83.50\|72.55\|122607;2026-07-03\|72.59\|-8.68\|79.01\|80.10\|72.24\|92809;2026-07-06\|65.01\|-10.44\|72.70\|73.64\|64.42\|81657;2026-07-07\|61.15\|-5.94\|65.50\|65.50\|59.81\|75432;2026-07-08\|64.45\|5.40\|61.55\|67.39\|58.31\|76983;2026-07-09\|70.85\|9.93\|67.00\|71.50\|65.00\|85261;2026-07-10\|65.47\|-7.59\|70.92\|71.10\|65.20\|6820088
114620	MPO等技术受关注	OCS光路交换机+拟收购光隆集成+存储分销+车载芯片行业原因： 1、近日，戴尔科技集团CEO迈克尔・戴尔在公开活动中表示，预计2028年AI加速器领域的总内存需求将较2023年激增625倍。 2、三星电子二季度DRAM合约价再涨30%，行业涨价潮持续。公司原因： 1、据2026年1月29日公告草案，公司拟发行股份及支付现金收购桂林光隆集成100%股权，标的已攻克32/64/128通道OCS光模块技术，预计2026年全面市场推广。3月23日互动易，光隆集成构建了丰富的产品线，主要产品包括光开关、光保护模块和OCS光路交换机等，能够满足不同行业、不同场景的客户需求。 2、据2026年3月24日投资者关系活动记录表，公司首款车规级TDDI/DDIC已量产落地，多款改进型产品推进流片、试产，与国内头部面板厂及整车厂验证合作。 3、据2025年4月24日年报，公司分销存储芯片涵盖DRAM、NAND、EMMC、SSD，2024年分销业务营收48.82亿元，同比增长6.58%，存储业务增速显著。	公司拟收购光隆集成100%股权和奥简微电子80%股权；光隆集成的产品包括光开关、光保护模块，以及光衰减器、波分复用器、环形器等其他光学器件和全光交换(OCS)交换机等，其中MEMS方案的OCS交换机可与高速光模块、光环形器或双向WDM(波分复用)器件构成高效率、低成本、高效益的大规模光交换系统，主要应用于大规模数据中心；奥简微电子主要从事高性能模拟芯片	2026-03-03\|13.73\|-7.35\|14.93\|15.05\|13.73\|719800;2026-03-04\|13.56\|-1.24\|13.50\|13.98\|13.41\|379503;2026-03-05\|13.75\|1.40\|13.93\|14.15\|13.65\|387763;2026-03-06\|13.88\|0.95\|13.62\|14.14\|13.28\|426808;2026-03-09\|13.54\|-2.45\|13.53\|13.62\|13.00\|477015;2026-03-10\|13.84\|2.22\|13.81\|14.00\|13.66\|338688;2026-03-11\|13.67\|-1.23\|13.90\|14.09\|13.65\|354475;2026-03-12\|15.10\|10.46\|13.63\|15.57\|13.62\|1283284;2026-03-13\|14.62\|-3.18\|14.98\|15.09\|14.59\|591962;2026-03-16\|14.28\|-2.33\|14.62\|14.67\|14.05\|435790;2026-03-17\|13.59\|-4.83\|14.43\|14.43\|13.56\|435312;2026-03-18\|13.93\|2.50\|13.74\|14.00\|13.53\|333909;2026-03-19\|13.50\|-3.09\|13.59\|13.80\|13.42\|312588;2026-03-20\|13.80\|2.22\|13.74\|14.66\|13.58\|828244;2026-03-23\|12.62\|-8.55\|13.56\|13.60\|12.50\|673367;2026-03-24\|13.22\|4.75\|12.88\|13.28\|12.37\|535898;2026-03-25\|11.01\|-16.72\|13.56\|14.42\|10.62\|2571335;2026-03-26\|11.31\|2.72\|11.51\|11.81\|11.23\|1558283;2026-03-27\|12.16\|7.52\|10.89\|12.87\|10.78\|1563058;2026-03-30\|11.96\|-1.64\|12.18\|12.48\|11.84\|715486;2026-03-31\|11.38\|-4.85\|11.78\|11.84\|11.36\|618252;2026-04-01\|11.58\|1.76\|11.69\|11.79\|11.37\|483702;2026-04-02\|11.20\|-3.28\|11.51\|11.77\|11.10\|436797;2026-04-03\|11.36\|1.43\|11.42\|11.96\|11.25\|750077;2026-04-07\|11.29\|-0.62\|11.50\|11.59\|11.21\|385169;2026-04-08\|12.28\|8.77\|11.84\|12.34\|11.62\|1027094;2026-04-09\|12.85\|4.64\|12.02\|13.36\|11.94\|1229734;2026-04-10\|15.42\|20.00\|13.00\|15.42\|12.98\|2579978;2026-04-13\|15.49\|0.45\|15.46\|15.89\|15.13\|1969140;2026-04-14\|15.47\|-0.13\|15.36\|15.90\|15.26\|1257909;2026-04-15\|15.46\|-0.06\|15.51\|15.89\|15.03\|1207664;2026-04-16\|15.18\|-1.81\|15.21\|15.31\|14.98\|902686;2026-04-17\|15.71\|3.49\|15.38\|15.97\|15.26\|1295915;2026-04-20\|16.18\|2.99\|16.19\|16.64\|15.57\|1641129;2026-04-21\|17.72\|9.52\|15.70\|17.97\|15.50\|2084991;2026-04-22\|18.02\|1.69\|17.27\|18.45\|17.27\|1603758;2026-04-23\|17.35\|-3.72\|18.01\|19.08\|16.98\|1765372;2026-04-24\|16.28\|-6.17\|16.93\|17.26\|16.03\|1359799;2026-04-27\|17.21\|5.71\|16.46\|18.35\|16.46\|1464711;2026-04-28\|16.44\|-4.47\|17.50\|17.55\|16.30\|968075;2026-04-29\|16.60\|0.97\|16.18\|17.13\|16.11\|867754;2026-04-30\|16.25\|-2.11\|16.75\|16.99\|16.20\|784201;2026-05-06\|16.38\|0.80\|16.56\|16.86\|16.14\|1243897;2026-05-07\|17.65\|7.75\|16.66\|17.89\|16.13\|1791006;2026-05-08\|18.02\|2.10\|17.10\|18.30\|17.07\|1591650;2026-05-11\|18.22\|1.11\|18.10\|18.33\|17.50\|1626169;2026-05-12\|19.01\|4.34\|18.18\|20.20\|18.02\|1943561;2026-05-13\|20.32\|6.89\|18.88\|20.64\|18.73\|1804078;2026-05-14\|21.25\|4.58\|20.59\|22.37\|20.48\|1850690;2026-05-15\|21.53\|1.32\|21.50\|22.20\|20.67\|1705763;2026-05-18\|21.75\|1.02\|20.46\|22.08\|19.79\|1420635;2026-05-19\|22.94\|5.47\|21.55\|23.15\|21.07\|1595661;2026-05-20\|22.79\|-0.65\|22.77\|23.66\|22.33\|1487835;2026-05-21\|19.88\|-12.77\|22.96\|23.03\|19.76\|2040002;2026-05-22\|19.80\|-0.40\|20.20\|20.38\|19.50\|1282875;2026-05-25\|20.10\|1.52\|20.10\|21.19\|19.78\|1070105;2026-05-26\|18.75\|-6.72\|19.89\|19.89\|18.38\|1155387;2026-05-27\|17.94\|-4.32\|18.72\|18.81\|17.76\|996500;2026-05-28\|18.69\|4.18\|17.84\|19.10\|17.46\|941207;2026-05-29\|17.38\|-7.01\|18.66\|18.80\|17.17\|868527;2026-06-01\|16.79\|-3.39\|17.50\|17.55\|16.65\|676873;2026-06-02\|17.22\|2.56\|16.96\|17.44\|16.54\|676054;2026-06-03\|17.18\|-0.23\|17.51\|17.93\|16.81\|1088503;2026-06-04\|17.13\|-0.29\|16.88\|17.38\|16.51\|814540;2026-06-05\|16.84\|-1.69\|16.91\|17.44\|16.46\|748261;2026-06-08\|15.67\|-6.95\|16.00\|16.43\|15.45\|715964;2026-06-09\|16.25\|3.70\|15.96\|16.30\|15.71\|548086;2026-06-10\|15.50\|-4.62\|15.98\|15.98\|15.21\|543817;2026-06-11\|16.53\|6.65\|15.50\|17.05\|15.36\|1144366;2026-06-12\|17.25\|4.36\|18.50\|19.17\|17.00\|2074739;2026-06-15\|19.26\|11.65\|16.95\|19.66\|16.95\|1605024;2026-06-16\|19.62\|1.87\|19.11\|20.26\|18.81\|1296992;2026-06-17\|18.79\|-4.23\|19.06\|19.37\|18.51\|985030;2026-06-18\|18.86\|0.37\|18.75\|19.17\|18.25\|703033;2026-06-22\|20.24\|7.32\|19.30\|20.30\|18.46\|1463093;2026-06-23\|19.58\|-3.26\|20.08\|20.26\|19.12\|907130;2026-06-24\|21.37\|9.14\|19.54\|22.45\|19.46\|1446222;2026-06-25\|21.08\|-1.36\|21.17\|21.53\|20.80\|1115816;2026-06-26\|20.00\|-5.12\|20.70\|21.62\|19.87\|957838;2026-06-29\|18.64\|-6.80\|19.59\|19.78\|17.74\|1121808;2026-06-30\|19.03\|2.09\|18.64\|19.59\|18.22\|751473;2026-07-01\|18.51\|-2.73\|18.79\|19.45\|18.37\|655404;2026-07-02\|17.79\|-3.89\|17.86\|19.19\|17.37\|775858;2026-07-03\|17.94\|0.84\|17.61\|18.65\|16.97\|755719;2026-07-06\|18.89\|5.30\|17.95\|19.15\|17.54\|943796;2026-07-07\|19.07\|0.95\|19.01\|19.60\|18.50\|1048733;2026-07-08\|19.68\|3.20\|19.07\|19.87\|17.63\|1317649;2026-07-09\|20.83\|5.84\|19.40\|21.00\|18.64\|1387816;2026-07-10\|18.90\|-9.27\|20.54\|20.68\|18.82\|1090324
114619	MPO等技术受关注	涨停揭秘：Lumentum订单排满至2028年引爆光通信链情绪，公司收购MT插芯龙头强化数据中心高速连接布局；涨停缘由：拟收购福可喜玛82.38%股权，标的专注MT插芯等MPO配套部件，直供头部光模块厂商；AI算力爆发驱动800G/1.6T光模块需求激增，高速连接器国产替代空间打开；资金逻辑：4月13日涨停当日主力资金净流入超4000万元，机构席位买入占比达28%，融资余额创近一年新高；风险提示：并购尚未完成交割，整合效果存在不确定性，下游客户集中度高，技术迭代风险需警惕	公司拟购福可喜玛82.38%股权，标的专注MT插芯等MPO配套部件研发，产品应用于数据中心高速连接场景	2026-03-03\|86.34\|0.91\|88.83\|92.58\|86.15\|451667;2026-03-04\|84.39\|-2.26\|83.60\|87.98\|82.66\|291968;2026-03-05\|84.29\|-0.12\|86.90\|90.16\|82.00\|428712;2026-03-06\|82.59\|-2.02\|83.24\|84.88\|80.85\|278565;2026-03-09\|77.40\|-6.28\|80.45\|80.47\|74.00\|331237;2026-03-10\|82.99\|7.22\|79.87\|83.38\|79.01\|339135;2026-03-11\|82.76\|-0.28\|83.71\|87.56\|82.55\|322467;2026-03-12\|83.53\|0.93\|82.51\|86.00\|80.37\|301403;2026-03-13\|81.54\|-2.38\|81.96\|83.62\|80.80\|222669;2026-03-16\|81.99\|0.55\|81.33\|82.38\|80.00\|181976;2026-03-17\|76.35\|-6.88\|82.65\|82.65\|76.21\|256595;2026-03-18\|77.86\|1.98\|77.39\|78.25\|75.87\|160509;2026-03-19\|79.95\|2.68\|75.88\|82.80\|75.66\|278055;2026-03-20\|83.96\|5.02\|82.20\|87.20\|82.18\|524112;2026-03-23\|77.67\|-7.49\|79.99\|81.80\|76.80\|313931;2026-03-24\|80.19\|3.24\|80.00\|81.00\|76.50\|258076;2026-03-25\|85.77\|6.96\|82.50\|86.75\|82.31\|461310;2026-03-26\|86.51\|0.86\|84.00\|89.97\|84.00\|417677;2026-03-27\|88.60\|2.42\|83.76\|91.50\|81.81\|436864;2026-03-30\|89.82\|1.38\|86.20\|91.19\|85.54\|352812;2026-03-31\|83.19\|-7.38\|87.96\|87.96\|82.66\|339508;2026-04-01\|88.88\|6.84\|86.50\|88.97\|84.01\|421029;2026-04-02\|92.80\|4.41\|88.00\|96.44\|87.71\|583960;2026-04-03\|96.40\|3.88\|95.90\|99.85\|93.92\|470951;2026-04-07\|91.49\|-5.09\|94.50\|96.55\|90.05\|412939;2026-04-08\|98.81\|8.00\|95.15\|98.81\|93.58\|441355;2026-04-09\|106.98\|8.27\|96.84\|112.64\|96.58\|592664;2026-04-10\|106.00\|-0.92\|109.01\|111.00\|101.68\|595642;2026-04-13\|116.80\|10.19\|105.00\|119.99\|105.00\|580093;2026-04-14\|120.69\|3.33\|116.20\|121.50\|113.00\|467859;2026-04-15\|114.59\|-5.05\|117.99\|119.00\|113.17\|390365;2026-04-16\|114.89\|0.26\|113.81\|117.00\|110.80\|332625;2026-04-17\|125.79\|9.49\|118.00\|132.71\|117.39\|518678;2026-04-20\|125.35\|-0.35\|127.02\|139.96\|122.75\|554208;2026-04-21\|136.35\|8.78\|124.15\|139.33\|123.93\|483573;2026-04-22\|145.98\|7.06\|138.91\|152.10\|138.91\|462422;2026-04-23\|139.30\|-4.58\|144.80\|148.68\|136.00\|430668;2026-04-24\|143.50\|3.02\|142.51\|149.86\|138.78\|456165;2026-04-27\|145.26\|1.23\|142.00\|149.99\|134.01\|464647;2026-04-28\|134.14\|-7.66\|143.00\|147.88\|132.06\|460374;2026-04-29\|131.16\|-2.22\|130.29\|135.20\|128.00\|347149;2026-04-30\|131.82\|0.50\|135.00\|135.90\|130.50\|287859;2026-05-06\|151.23\|14.72\|136.00\|155.60\|136.00\|511231;2026-05-07\|169.22\|11.90\|150.00\|171.26\|147.38\|423116;2026-05-08\|176.60\|4.36\|165.00\|179.90\|163.18\|349747;2026-05-11\|178.60\|1.13\|176.67\|183.20\|172.50\|344350;2026-05-12\|180.97\|1.33\|184.00\|191.80\|180.97\|302413;2026-05-13\|179.66\|-0.72\|175.55\|181.20\|174.03\|278459;2026-05-14\|182.53\|1.60\|184.50\|188.18\|177.41\|303716;2026-05-15\|175.60\|-3.80\|187.78\|193.56\|170.25\|329431;2026-05-18\|173.42\|-1.24\|176.00\|178.68\|170.21\|259174;2026-05-19\|173.31\|-0.06\|172.00\|174.11\|162.98\|255271;2026-05-20\|184.90\|6.69\|172.35\|188.46\|167.80\|328570;2026-05-21\|167.88\|-9.21\|188.00\|188.18\|166.00\|352295;2026-05-22\|174.72\|4.07\|173.00\|180.89\|161.88\|390951;2026-05-25\|182.12\|4.24\|177.00\|184.87\|174.18\|329053;2026-05-26\|171.08\|-6.06\|180.00\|180.00\|166.20\|311047;2026-05-27\|155.00\|-9.40\|160.00\|162.78\|149.20\|510728;2026-05-28\|163.78\|5.66\|153.00\|166.00\|152.18\|335367;2026-05-29\|162.69\|-0.67\|167.01\|168.40\|158.00\|260709;2026-06-01\|146.30\|-10.07\|160.01\|160.80\|146.06\|310983;2026-06-02\|154.50\|5.60\|151.78\|157.40\|146.88\|262674;2026-06-03\|168.86\|9.29\|160.80\|181.00\|158.53\|463958;2026-06-04\|165.45\|-2.02\|163.13\|168.98\|162.96\|292850;2026-06-05\|156.79\|-5.23\|162.00\|174.59\|154.00\|342067;2026-06-08\|149.28\|-4.79\|143.10\|155.00\|143.10\|232099;2026-06-09\|160.89\|7.78\|153.36\|162.02\|152.28\|248268;2026-06-10\|151.63\|-5.76\|154.50\|157.55\|149.00\|183178;2026-06-11\|151.50\|0.11\|152.05\|155.58\|148.06\|189320;2026-06-12\|149.07\|-1.60\|160.00\|162.00\|147.50\|226777;2026-06-15\|166.53\|11.71\|152.00\|166.88\|150.00\|322915;2026-06-16\|172.91\|3.83\|169.00\|177.50\|166.05\|347210;2026-06-17\|169.52\|-1.96\|167.68\|171.97\|165.70\|320390;2026-06-18\|175.44\|3.49\|171.00\|177.46\|168.18\|328933;2026-06-22\|182.55\|4.05\|181.00\|188.99\|176.80\|353335;2026-06-23\|199.98\|9.55\|178.60\|205.79\|172.60\|409680;2026-06-24\|203.33\|1.68\|193.00\|206.67\|191.08\|351185;2026-06-25\|199.94\|-1.67\|204.00\|205.92\|193.00\|291188;2026-06-26\|179.70\|-10.12\|193.50\|194.00\|173.50\|343935;2026-06-29\|175.30\|-2.45\|178.00\|182.50\|165.18\|247825;2026-06-30\|184.65\|5.33\|178.78\|191.60\|174.00\|268160;2026-07-01\|170.80\|-7.50\|181.55\|183.97\|168.00\|271500;2026-07-02\|160.91\|-5.79\|161.00\|170.60\|156.10\|202208;2026-07-03\|158.57\|-1.45\|158.13\|166.69\|157.29\|165184;2026-07-06\|148.68\|-6.24\|158.00\|158.57\|141.00\|256712;2026-07-07\|144.96\|-2.50\|149.30\|150.00\|141.33\|155785;2026-07-08\|141.91\|-2.10\|147.00\|149.90\|138.00\|166734;2026-07-09\|154.56\|8.91\|144.90\|156.36\|136.50\|268954;2026-07-10\|147.63\|-4.48\|159.00\|162.62\|147.55\|23079449
114618	MPO等技术受关注	CPO+激光器+业绩预增行业原因： 2月25日美股盘后，英伟达公布最新单季营收达680亿美元并给出强劲指引，英伟达CEO黄仁勋在电话会上表示，代理AI已达到拐点，算力直接转化为收入。公司原因： 1、据2025年9月16日互动易，公司MPO、MMC已通过senko、uscon认证并扩产，FAU已在国内头部光模块厂批量出货，CPO架构下单设备用量达传统模块3–5倍。 2、据2026年1月30日公告，公司预计2025年净利润2.62–3.09亿元，同比增长97.69%–132.88%，主因全球激光器需求提升及光通信业务快速放量。 3、据2025年8月27日半年度报告，公司500W MOPA脉冲激光器已定向用于动力电池极片切割与清洗，并持续配合固态电池工艺优化。	1、公司光纤器件主要包括光纤连接器、光纤组件等，主要应用于光纤通信领域，包括光纤到户、4G/5G基站建设、数据中心和云计算等；一季度净利润同比增长170.98%； 2、公司自主研发的固体激光器可用于光敏树脂固化的3D打印应用，MOPA脉冲激光器可用于金属粉末3D打印；2025年净利同比预增98%-133%	2026-03-03\|273.46\|0.04\|280.99\|289.20\|273.24\|79616;2026-03-04\|274.57\|0.41\|265.20\|288.00\|265.20\|49934;2026-03-05\|272.32\|-0.82\|280.01\|283.00\|258.88\|61963;2026-03-06\|256.82\|-5.69\|272.00\|275.55\|254.98\|60962;2026-03-09\|245.73\|-4.32\|225.72\|248.99\|225.33\|64498;2026-03-10\|263.68\|7.30\|255.00\|265.88\|246.00\|58446;2026-03-11\|252.00\|-4.43\|259.80\|265.88\|247.50\|47894;2026-03-12\|240.56\|-4.54\|246.25\|255.40\|236.70\|50924;2026-03-13\|225.00\|-6.47\|237.28\|239.98\|224.00\|50647;2026-03-16\|224.59\|-0.18\|224.00\|227.00\|217.11\|42249;2026-03-17\|208.61\|-7.12\|227.01\|227.01\|208.18\|47216;2026-03-18\|215.99\|3.54\|212.78\|216.58\|208.67\|34625;2026-03-19\|211.67\|-2.00\|211.17\|219.99\|210.00\|34908;2026-03-20\|212.10\|0.20\|219.00\|224.55\|211.00\|53572;2026-03-23\|197.85\|-6.72\|202.40\|208.00\|196.00\|40225;2026-03-24\|205.17\|3.70\|202.50\|206.49\|196.02\|34503;2026-03-25\|213.50\|4.06\|214.36\|221.47\|211.00\|44371;2026-03-26\|210.60\|-1.36\|216.00\|223.87\|208.50\|55347;2026-03-27\|224.20\|6.46\|208.57\|230.83\|203.00\|74542;2026-03-30\|234.60\|4.64\|220.00\|234.60\|214.03\|87300;2026-03-31\|213.50\|-8.99\|225.01\|228.00\|209.50\|77578;2026-04-01\|241.00\|12.88\|224.00\|243.20\|222.00\|92554;2026-04-02\|232.90\|-3.36\|240.26\|251.79\|232.01\|64712;2026-04-03\|244.00\|4.77\|241.49\|255.00\|238.11\|70604;2026-04-07\|239.12\|-2.00\|239.50\|248.99\|237.30\|49327;2026-04-08\|260.59\|8.98\|253.73\|268.00\|244.66\|59022;2026-04-09\|275.60\|5.76\|257.05\|276.50\|255.33\|59318;2026-04-10\|277.22\|0.59\|271.82\|279.90\|266.58\|51477;2026-04-13\|268.58\|-3.12\|271.33\|276.00\|267.10\|36920;2026-04-14\|265.15\|-1.28\|269.00\|279.80\|258.01\|58227;2026-04-15\|271.58\|2.42\|262.10\|279.80\|261.13\|46819;2026-04-16\|282.68\|4.09\|266.15\|292.32\|262.62\|51359;2026-04-17\|284.25\|0.56\|286.00\|299.99\|279.81\|43268;2026-04-20\|279.56\|-1.65\|283.00\|287.99\|274.45\|42703;2026-04-21\|317.51\|13.57\|276.00\|330.68\|275.00\|59736;2026-04-22\|334.00\|5.19\|319.51\|339.75\|314.00\|52109;2026-04-23\|301.68\|-9.68\|328.00\|332.00\|300.00\|55799;2026-04-24\|293.58\|-2.69\|295.00\|305.00\|286.08\|40738;2026-04-27\|312.00\|6.27\|297.00\|318.50\|293.81\|42775;2026-04-28\|314.57\|0.82\|308.29\|316.60\|299.06\|33424;2026-04-29\|324.00\|3.00\|309.00\|324.98\|304.50\|34240;2026-04-30\|356.01\|9.88\|344.00\|375.00\|333.71\|58906;2026-05-06\|352.00\|-1.13\|356.01\|359.63\|340.74\|58018;2026-05-07\|374.60\|6.42\|351.81\|378.00\|340.05\|45694;2026-05-08\|375.02\|0.11\|362.00\|379.99\|358.00\|37538;2026-05-11\|375.04\|0.01\|386.50\|388.47\|363.88\|38475;2026-05-12\|369.99\|-1.35\|375.00\|388.00\|355.00\|47271;2026-05-13\|369.00\|-0.27\|361.28\|375.20\|356.50\|35846;2026-05-14\|374.00\|1.35\|366.88\|389.68\|366.88\|42925;2026-05-15\|394.80\|5.56\|386.00\|422.88\|385.55\|57916;2026-05-18\|399.00\|1.06\|382.00\|410.99\|370.33\|44925;2026-05-19\|405.90\|1.73\|390.54\|411.68\|378.00\|42160;2026-05-20\|405.50\|-0.10\|400.00\|407.66\|388.00\|34716;2026-05-21\|380.00\|-6.29\|415.00\|424.42\|380.00\|36782;2026-05-22\|449.45\|18.28\|387.22\|453.97\|386.81\|49355;2026-05-25\|444.63\|-1.07\|450.00\|454.90\|427.20\|38383;2026-05-26\|451.59\|1.57\|440.62\|465.88\|436.18\|39940;2026-05-27\|422.00\|-6.55\|459.59\|460.00\|413.20\|41534;2026-05-28\|431.17\|2.17\|417.70\|437.00\|398.11\|42369;2026-05-29\|388.60\|-9.87\|423.00\|428.90\|384.01\|48462;2026-06-01\|369.83\|-4.83\|396.37\|403.00\|366.03\|45216;2026-06-02\|380.80\|2.97\|377.63\|390.77\|360.57\|38027;2026-06-03\|402.00\|5.57\|393.00\|419.88\|391.83\|45385;2026-06-04\|401.78\|-0.05\|383.00\|404.88\|382.23\|32760;2026-06-05\|374.00\|-6.91\|392.00\|404.66\|370.00\|42686;2026-06-08\|349.09\|-6.66\|343.99\|364.48\|343.99\|55678;2026-06-09\|367.08\|5.15\|357.00\|369.98\|348.00\|30625;2026-06-10\|365.58\|-0.41\|360.10\|373.68\|352.14\|32836;2026-06-11\|365.30\|-0.08\|366.00\|374.15\|358.80\|28314;2026-06-12\|370.56\|1.44\|376.26\|389.99\|362.00\|40344;2026-06-15\|417.30\|12.61\|375.00\|417.75\|367.80\|55529;2026-06-16\|448.94\|7.81\|419.99\|454.08\|417.73\|47110;2026-06-17\|445.00\|-0.88\|442.50\|458.06\|440.01\|40525;2026-06-18\|449.00\|0.90\|443.00\|456.63\|437.00\|30763;2026-06-22\|442.67\|-1.41\|456.00\|463.02\|436.00\|32583;2026-06-23\|421.20\|-4.85\|439.00\|448.58\|418.10\|33184;2026-06-24\|418.94\|-0.54\|420.00\|427.80\|405.00\|38745;2026-06-25\|498.29\|18.94\|415.06\|502.44\|400.60\|81129;2026-06-26\|472.81\|-5.11\|483.34\|499.27\|465.12\|62212;2026-06-29\|442.01\|-6.51\|472.81\|488.00\|433.02\|47909;2026-06-30\|470.00\|6.33\|444.00\|477.83\|430.01\|39006;2026-07-01\|433.00\|-7.87\|468.20\|473.38\|428.29\|39595;2026-07-02\|386.88\|-10.65\|411.59\|419.88\|383.54\|44109;2026-07-03\|395.00\|2.10\|380.46\|412.98\|378.18\|39560;2026-07-06\|391.56\|-0.87\|400.00\|413.57\|384.28\|29279;2026-07-07\|395.61\|1.03\|391.77\|404.79\|382.10\|25563;2026-07-08\|389.81\|-1.47\|403.32\|410.00\|383.26\|27650;2026-07-09\|445.00\|14.16\|402.00\|448.00\|378.88\|50099;2026-07-10\|414.02\|-6.96\|444.00\|461.65\|410.00\|4186570
114617	MPO等技术受关注	OCS交换机+WiFi7+海外突破 1、据2025年11月28日互动易，OCS交换机，是基于全光信号直接交换的通信设备，其核心在于无需光电转换即可实现光信号的路由与转发，主要应用于AI算力和高性能计算场景需求。公司始终积极关注当前行业发展最新动态以及新技术、新产品预研方向和项目储备。 2、据2025年11月20日投资者关系活动记录表，公司Wi-Fi7及交换机产品已完成合作意向确定，样机测试顺利，海外订单放量在即。 3、据2025年半年度报告，公司主营“交换机、路由器、智能终端、无线通信网络设备”等数据通信产品及汽车电子，形成“CT通信+IT计算+高端PCBA制造+汽车电子制造”多维业务体系。	公司拥有CPO交换机，是华为的合作伙伴，此外为思科核心供应商，间接为OPENAI，微软提供网络交换机	2026-03-03\|114.18\|-9.14\|124.53\|127.25\|113.75\|36762;2026-03-04\|113.84\|-0.30\|111.99\|115.70\|111.38\|18958;2026-03-05\|112.92\|-0.81\|116.60\|118.50\|112.12\|21573;2026-03-06\|111.70\|-1.08\|111.90\|114.90\|110.67\|20479;2026-03-09\|106.66\|-4.51\|108.08\|108.35\|100.66\|35106;2026-03-10\|119.35\|11.90\|108.26\|121.60\|108.00\|50668;2026-03-11\|127.00\|6.41\|119.96\|130.90\|118.53\|66561;2026-03-12\|124.72\|-1.80\|127.54\|130.95\|124.00\|37791;2026-03-13\|119.45\|-4.23\|124.96\|126.03\|119.00\|28272;2026-03-16\|116.80\|-2.22\|118.61\|119.75\|114.90\|28449;2026-03-17\|106.62\|-8.72\|117.29\|117.50\|106.00\|38026;2026-03-18\|127.94\|20.00\|108.75\|127.94\|106.95\|70970;2026-03-19\|128.30\|0.28\|126.77\|136.99\|125.01\|79511;2026-03-20\|122.74\|-4.33\|128.62\|132.29\|122.74\|61678;2026-03-23\|118.11\|-3.77\|121.96\|128.94\|116.76\|47890;2026-03-24\|132.80\|12.44\|121.80\|134.68\|119.00\|82011;2026-03-25\|130.99\|-1.36\|130.10\|132.47\|128.88\|60377;2026-03-26\|127.22\|-2.88\|129.69\|132.90\|126.88\|39751;2026-03-27\|132.30\|3.99\|128.00\|135.00\|127.35\|67150;2026-03-30\|127.91\|-3.32\|125.69\|129.85\|125.50\|37805;2026-03-31\|126.00\|-1.49\|127.27\|130.03\|122.11\|34946;2026-04-01\|138.30\|9.76\|129.00\|138.38\|126.80\|62117;2026-04-02\|135.11\|-2.31\|135.56\|138.94\|134.10\|39141;2026-04-03\|137.92\|2.08\|136.22\|141.89\|134.05\|63390;2026-04-07\|145.44\|5.45\|137.71\|149.00\|135.78\|75343;2026-04-08\|150.57\|3.53\|149.00\|159.50\|146.45\|92573;2026-04-09\|146.65\|-2.60\|147.83\|150.80\|145.30\|50657;2026-04-10\|148.50\|1.26\|148.00\|152.99\|144.50\|49560;2026-04-13\|143.30\|-3.50\|146.00\|148.30\|142.73\|44896;2026-04-14\|141.26\|-1.42\|144.00\|145.28\|138.36\|45633;2026-04-15\|151.02\|6.91\|140.99\|152.68\|138.60\|76143;2026-04-16\|149.77\|-0.83\|148.00\|155.90\|145.34\|48602;2026-04-17\|146.00\|-2.52\|149.00\|150.95\|145.77\|38441;2026-04-20\|146.03\|0.02\|145.01\|152.80\|143.08\|41298;2026-04-21\|143.64\|-1.64\|143.59\|145.80\|140.25\|31373;2026-04-22\|156.82\|9.18\|142.99\|162.00\|142.00\|64946;2026-04-23\|150.16\|-4.25\|156.00\|157.56\|148.80\|40433;2026-04-24\|157.96\|5.19\|150.99\|168.18\|138.88\|87353;2026-04-27\|153.40\|-2.89\|159.35\|161.40\|152.30\|49180;2026-04-28\|146.31\|-4.62\|152.86\|153.00\|144.18\|51565;2026-04-29\|149.31\|2.05\|143.91\|153.85\|143.31\|40409;2026-04-30\|142.54\|-4.53\|148.46\|150.72\|137.92\|47849;2026-05-06\|153.37\|7.60\|146.82\|161.77\|145.00\|65107;2026-05-07\|154.80\|0.93\|153.33\|157.94\|150.83\|43035;2026-05-08\|159.32\|2.92\|154.88\|161.70\|152.01\|55827;2026-05-11\|166.80\|4.70\|161.59\|169.86\|157.33\|73235;2026-05-12\|155.60\|-6.71\|163.68\|164.88\|154.11\|67158;2026-05-13\|161.65\|3.89\|153.00\|167.00\|150.10\|66529;2026-05-14\|157.00\|-2.88\|169.99\|175.74\|156.48\|69113;2026-05-15\|154.40\|-1.66\|156.93\|160.98\|150.15\|54813;2026-05-18\|155.64\|0.80\|151.17\|160.62\|150.85\|35722;2026-05-19\|162.88\|4.65\|155.00\|162.94\|148.60\|53269;2026-05-20\|167.92\|3.09\|160.00\|177.00\|159.03\|70361;2026-05-21\|150.08\|-10.62\|168.19\|169.66\|149.50\|58580;2026-05-22\|164.90\|9.87\|150.61\|165.80\|150.55\|54773;2026-05-25\|184.30\|11.76\|173.65\|190.00\|170.00\|82160;2026-05-26\|167.22\|-9.27\|183.50\|186.50\|164.20\|69245;2026-05-27\|160.70\|-3.90\|169.00\|170.98\|159.03\|58895;2026-05-28\|168.71\|4.98\|160.00\|169.98\|159.56\|55951;2026-05-29\|152.60\|-9.55\|166.66\|168.00\|151.02\|62856;2026-06-01\|141.20\|-7.47\|152.65\|156.97\|140.01\|50494;2026-06-02\|145.27\|2.88\|142.48\|147.50\|139.03\|39815;2026-06-03\|142.90\|-1.63\|149.00\|154.95\|141.00\|53784;2026-06-04\|141.25\|-1.15\|139.42\|142.44\|135.58\|45516;2026-06-05\|135.88\|-3.80\|138.50\|140.81\|133.67\|45328;2026-06-08\|90.30\|-7.00\|90.31\|94.00\|87.90\|56592;2026-06-09\|94.95\|5.15\|93.00\|94.99\|91.00\|42766;2026-06-10\|95.40\|0.47\|93.72\|96.48\|91.95\|36539;2026-06-11\|93.83\|-1.65\|94.06\|96.84\|92.28\|44602;2026-06-12\|91.82\|-2.14\|96.21\|97.64\|90.60\|40221;2026-06-15\|103.55\|12.78\|92.80\|104.80\|92.14\|84606;2026-06-16\|104.73\|1.14\|104.16\|108.09\|101.93\|52451;2026-06-17\|105.30\|0.54\|103.80\|105.99\|102.80\|40348;2026-06-18\|110.98\|5.39\|105.31\|114.92\|103.67\|72089;2026-06-22\|111.17\|0.17\|111.24\|113.24\|105.86\|60623;2026-06-23\|107.12\|-3.64\|109.87\|110.70\|105.50\|36177;2026-06-24\|106.89\|-0.21\|106.62\|108.00\|104.48\|32803;2026-06-25\|108.24\|1.26\|107.00\|109.46\|104.10\|47045;2026-06-26\|100.33\|-7.31\|106.22\|106.30\|99.00\|43353;2026-06-29\|97.00\|-3.32\|99.86\|102.99\|94.00\|39959;2026-06-30\|113.55\|17.06\|96.08\|114.63\|96.08\|90092;2026-07-01\|117.00\|3.04\|114.34\|121.38\|112.62\|97480;2026-07-02\|111.84\|-4.41\|115.13\|118.99\|111.00\|57379;2026-07-03\|112.51\|0.60\|117.36\|127.80\|112.27\|81938;2026-07-06\|135.01\|20.00\|114.70\|135.01\|111.01\|138094;2026-07-07\|125.00\|-7.41\|130.82\|134.00\|123.22\|123245;2026-07-08\|127.90\|2.32\|129.88\|135.55\|126.18\|137613;2026-07-09\|125.99\|-1.49\|127.20\|127.20\|118.20\|121334;2026-07-10\|122.83\|-2.51\|128.52\|134.88\|122.00\|133588
114616	MPO等技术受关注	光通信+机器人+光电集成封测行业原因： 1、台积电4月16日法说会上表示，先进封装产能紧张，在努力提升自有产能；同时公司透露正积极推进CoPoS面板级封装研发。 2、据上证报，由于AI对大算力芯片、HBM需求持续强劲，2.5D/3D先进封装产能持续紧缺，供不应求局面将延续至2027年下半年。公司原因： 1、据2026年4月28日公告，公司拟与赛勒光电签署《合作协议》，联合开发光通信模块的光引擎产品。并拟进一步合作，共同投资设立合资公司，主要从事光引擎产品、车载光通信模块、星间光通信模块、OCS、OIO等前沿光通信技术及关键产品的研发、制造及销售以及海外交付的PIC芯片封测及销售等业务。 2、据2025年年度报告，公司光电集成传感器封测业务已在机器人、智能驾驶等场景实现翻倍增长，全年通过20余家客户审厂并批量供货头部客户。 3、据2025年年度报告，公司掌握光电共封、SiPM先进封装等“卡脖子”技术，具备向光通信领域拓展的技术储备，并构建“光电集成封测—光电智能传感器—智能场景解决方案”全链自研体系。	公司拟向上海赛勒光电增资5000万，联合开发光通信模块的光引擎产品	2026-03-03\|13.73\|-2.97\|14.14\|14.51\|13.70\|92738;2026-03-04\|13.77\|0.29\|13.51\|13.97\|13.50\|58150;2026-03-05\|14.79\|7.41\|14.04\|15.00\|14.04\|180414;2026-03-06\|14.71\|-0.54\|14.68\|14.79\|14.44\|106940;2026-03-09\|14.50\|-1.43\|14.43\|14.60\|14.22\|77380;2026-03-10\|14.87\|2.55\|14.64\|14.96\|14.64\|93027;2026-03-11\|15.10\|1.55\|14.85\|15.18\|14.78\|127743;2026-03-12\|14.85\|-1.66\|15.00\|15.28\|14.84\|94579;2026-03-13\|14.87\|0.13\|14.84\|15.04\|14.64\|90897;2026-03-16\|15.46\|3.97\|14.93\|15.50\|14.74\|162787;2026-03-17\|14.68\|-5.05\|15.34\|15.38\|14.61\|148375;2026-03-18\|15.25\|3.88\|14.69\|15.27\|14.69\|128147;2026-03-19\|14.79\|-3.02\|15.00\|15.10\|14.70\|79233;2026-03-20\|14.60\|-1.28\|14.86\|15.24\|14.60\|125291;2026-03-23\|13.93\|-4.59\|14.10\|14.65\|13.80\|105429;2026-03-24\|14.31\|2.73\|14.33\|14.35\|13.62\|82163;2026-03-25\|14.48\|1.19\|14.40\|14.71\|14.30\|76289;2026-03-26\|13.73\|-5.18\|14.45\|14.61\|13.67\|92962;2026-03-27\|13.96\|1.68\|13.69\|13.96\|13.20\|70286;2026-03-30\|13.70\|-1.86\|13.65\|13.85\|13.27\|61508;2026-03-31\|13.21\|-3.58\|13.62\|13.70\|13.20\|63736;2026-04-01\|13.49\|2.12\|13.45\|13.69\|13.23\|61700;2026-04-02\|14.93\|10.67\|13.47\|15.95\|13.35\|414642;2026-04-03\|16.61\|11.25\|16.23\|17.18\|15.23\|677030;2026-04-07\|15.14\|-8.85\|16.22\|16.45\|14.96\|476594;2026-04-08\|15.87\|4.82\|15.41\|15.98\|15.22\|364419;2026-04-09\|16.74\|5.48\|15.63\|17.00\|15.25\|518090;2026-04-10\|16.67\|-0.42\|16.74\|17.08\|16.04\|372293;2026-04-13\|16.52\|-0.90\|16.50\|16.85\|16.19\|258342;2026-04-14\|17.81\|7.81\|17.02\|18.18\|16.81\|510608;2026-04-15\|18.01\|1.12\|18.17\|18.40\|17.45\|321476;2026-04-16\|17.41\|-3.33\|18.01\|18.02\|17.28\|240853;2026-04-17\|18.66\|7.18\|17.18\|18.98\|17.00\|376713;2026-04-20\|16.52\|-11.47\|18.28\|18.37\|16.06\|526436;2026-04-21\|17.52\|6.05\|16.22\|17.52\|16.01\|444378;2026-04-22\|17.04\|-2.74\|17.29\|17.48\|16.82\|230906;2026-04-23\|16.50\|-3.17\|16.99\|17.00\|16.21\|173486;2026-04-24\|16.73\|1.39\|16.03\|17.45\|15.99\|246686;2026-04-27\|17.60\|5.20\|16.32\|18.05\|16.09\|287670;2026-04-28\|16.99\|-3.47\|17.61\|17.80\|16.89\|196069;2026-04-29\|20.39\|20.01\|20.39\|20.39\|20.39\|88508;2026-04-30\|24.47\|20.01\|24.47\|24.47\|24.00\|368278;2026-05-06\|24.57\|0.41\|24.99\|25.39\|22.77\|864441;2026-05-07\|24.77\|0.81\|24.98\|25.98\|23.70\|798390;2026-05-08\|24.99\|0.89\|23.78\|26.06\|23.76\|602934;2026-05-11\|25.01\|0.08\|25.02\|25.55\|23.39\|594984;2026-05-12\|28.46\|13.79\|26.76\|30.00\|24.93\|869945;2026-05-13\|30.73\|7.98\|28.65\|33.30\|28.65\|817047;2026-05-14\|31.85\|3.64\|31.83\|33.29\|30.08\|711129;2026-05-15\|35.26\|10.71\|34.36\|36.68\|33.53\|700521;2026-05-18\|35.20\|-0.17\|34.00\|36.28\|33.10\|613471;2026-05-19\|42.24\|20.00\|33.34\|42.24\|32.52\|754613;2026-05-20\|39.29\|-6.98\|41.20\|41.25\|38.68\|586521;2026-05-21\|35.66\|-9.24\|40.49\|41.75\|35.15\|699317;2026-05-22\|36.68\|2.86\|36.71\|37.67\|34.28\|634549;2026-05-25\|38.06\|3.76\|36.01\|38.40\|33.05\|668839;2026-05-26\|32.66\|-14.19\|36.30\|36.48\|32.00\|562018;2026-05-27\|31.33\|-4.07\|32.10\|33.09\|30.64\|472651;2026-05-28\|30.95\|-1.21\|30.82\|31.38\|29.45\|398036;2026-05-29\|27.98\|-9.60\|30.95\|30.95\|27.70\|442160;2026-06-01\|26.82\|-4.15\|27.60\|28.78\|26.54\|310608;2026-06-02\|27.71\|3.32\|26.83\|28.16\|25.73\|349144;2026-06-03\|28.30\|2.13\|29.44\|30.48\|27.85\|564424;2026-06-04\|28.73\|1.52\|28.34\|30.46\|28.21\|442449;2026-06-05\|27.58\|-4.00\|27.32\|28.88\|27.30\|332471;2026-06-08\|26.78\|-2.90\|25.74\|28.50\|25.66\|296421;2026-06-09\|27.30\|1.94\|27.16\|27.50\|26.26\|257325;2026-06-10\|26.50\|-2.93\|26.33\|26.67\|25.67\|230277;2026-06-11\|26.72\|0.83\|26.30\|27.68\|26.00\|309633;2026-06-12\|25.36\|-5.09\|27.20\|27.39\|25.28\|305841;2026-06-15\|28.81\|13.60\|25.88\|28.90\|25.88\|441834;2026-06-16\|28.78\|-0.10\|28.53\|28.98\|27.86\|323495;2026-06-17\|29.43\|2.26\|27.90\|30.20\|27.81\|429571;2026-06-18\|31.48\|6.97\|29.10\|31.85\|29.00\|508912;2026-06-22\|34.43\|9.37\|31.88\|36.00\|31.03\|534097;2026-06-23\|31.33\|-9.00\|33.50\|33.50\|30.68\|372023;2026-06-24\|30.58\|-2.39\|31.01\|31.70\|29.58\|338158;2026-06-25\|31.57\|3.24\|30.99\|31.61\|29.30\|378030;2026-06-26\|28.50\|-9.44\|30.50\|31.01\|28.48\|252523;2026-06-29\|29.36\|3.02\|27.90\|30.80\|27.90\|241042;2026-06-30\|28.55\|-2.76\|28.50\|29.44\|26.91\|280284;2026-07-01\|27.16\|-4.87\|28.62\|28.80\|26.50\|301808;2026-07-02\|25.72\|-5.30\|25.79\|27.00\|25.40\|224890;2026-07-03\|24.85\|-3.38\|25.61\|25.77\|24.27\|228797;2026-07-06\|23.58\|-5.11\|24.79\|25.19\|23.41\|185737;2026-07-07\|22.54\|-4.41\|23.49\|23.63\|22.00\|155157;2026-07-08\|21.53\|-4.48\|22.52\|22.70\|21.28\|153427;2026-07-09\|22.29\|3.53\|21.96\|22.37\|20.70\|173390;2026-07-10\|21.58\|-3.19\|22.50\|23.79\|21.58\|195607
114615	MPO等技术受关注	交换机+CPO+字节供应商+福建国资行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月22日互动易，公司在2025年深圳中国国际光电博览会上首次对外公开了51.2T CPO交换机商用互联方案，可满足AI训练及超大规模计算集群对高速互联的需求，已有CPO技术储备。 2、据2026年5月28日互动易，公司是字节跳动、阿里、腾讯等头部互联网企业的数据中心交换机核心供应商，2025年互联网行业收入占数据中心交换产品收入的90%。 3、公司实控人为福建省人民政府国有资产监督管理委员会。	国内交换机龙头，此前公司联合字节跳动、是德科技共同进行了基于51.2Tbps交换机满配800G LPO光模块的蛇形打流测试	2026-03-03\|85.22\|-6.37\|90.89\|90.89\|84.91\|77177;2026-03-04\|84.62\|-0.70\|84.25\|88.74\|84.10\|64778;2026-03-05\|85.68\|1.25\|87.90\|88.17\|84.00\|64664;2026-03-06\|85.00\|-0.79\|85.05\|86.93\|84.05\|42169;2026-03-09\|82.64\|-2.78\|83.50\|84.00\|77.00\|89672;2026-03-10\|88.31\|6.86\|84.26\|89.20\|84.21\|108505;2026-03-11\|93.64\|6.04\|88.30\|96.76\|87.25\|184247;2026-03-12\|96.60\|3.16\|93.17\|100.98\|92.65\|167427;2026-03-13\|91.94\|-4.82\|95.19\|95.54\|91.40\|97831;2026-03-16\|89.32\|-2.85\|91.87\|92.11\|87.65\|67672;2026-03-17\|81.82\|-8.40\|90.00\|90.21\|81.70\|110455;2026-03-18\|89.84\|9.80\|82.60\|91.00\|81.24\|130671;2026-03-19\|88.67\|-1.30\|87.95\|92.88\|87.00\|89880;2026-03-20\|85.60\|-3.46\|89.95\|91.76\|85.51\|94624;2026-03-23\|80.07\|-6.46\|83.63\|85.60\|79.19\|85002;2026-03-24\|81.93\|2.32\|80.97\|82.74\|78.83\|89927;2026-03-25\|85.40\|4.24\|83.27\|87.29\|83.27\|90092;2026-03-26\|82.48\|-3.42\|84.46\|86.70\|81.71\|67639;2026-03-27\|82.06\|-0.51\|81.22\|83.94\|79.41\|78696;2026-03-30\|79.71\|-2.86\|77.70\|80.49\|76.13\|102458;2026-03-31\|76.56\|-3.95\|79.04\|79.95\|76.09\|75302;2026-04-01\|81.55\|6.52\|78.58\|82.70\|78.50\|91732;2026-04-02\|80.34\|-1.48\|81.13\|83.93\|79.15\|68975;2026-04-03\|80.63\|0.36\|81.00\|82.48\|80.34\|61381;2026-04-07\|85.80\|6.41\|80.66\|87.00\|80.60\|126522;2026-04-08\|92.35\|7.63\|87.33\|92.50\|86.10\|160503;2026-04-09\|92.11\|-0.26\|89.60\|93.16\|89.60\|90745;2026-04-10\|90.44\|-1.81\|92.30\|92.80\|90.32\|84822;2026-04-13\|92.26\|2.01\|89.46\|94.88\|89.11\|86988;2026-04-14\|92.96\|0.76\|92.51\|93.99\|91.01\|77226;2026-04-15\|93.52\|0.60\|93.01\|96.50\|92.41\|119758;2026-04-16\|95.55\|2.17\|93.27\|97.50\|93.01\|105574;2026-04-17\|95.97\|0.44\|94.33\|98.00\|93.98\|92912;2026-04-20\|99.53\|3.71\|96.50\|100.37\|95.81\|133416;2026-04-21\|92.99\|-6.57\|93.10\|93.53\|89.00\|154062;2026-04-22\|95.74\|2.96\|92.82\|98.00\|91.50\|125071;2026-04-23\|92.30\|-3.59\|96.00\|96.62\|91.80\|92752;2026-04-24\|100.60\|8.99\|92.30\|102.50\|89.00\|175959;2026-04-27\|98.98\|-1.61\|100.67\|101.96\|96.75\|127907;2026-04-28\|93.18\|-5.86\|98.00\|98.95\|92.50\|104857;2026-04-29\|91.55\|-1.75\|91.81\|95.58\|91.52\|106564;2026-04-30\|92.92\|1.50\|92.03\|96.33\|89.05\|119513;2026-05-06\|101.62\|9.36\|96.01\|103.64\|96.01\|176661;2026-05-07\|99.00\|-2.58\|102.03\|102.04\|98.82\|116946;2026-05-08\|99.38\|0.38\|98.40\|100.92\|96.90\|101550;2026-05-11\|102.30\|2.94\|101.15\|105.42\|98.58\|132175;2026-05-12\|102.69\|0.38\|103.00\|104.20\|99.91\|124300;2026-05-13\|103.99\|1.27\|100.14\|104.43\|98.50\|109243;2026-05-14\|97.62\|-6.13\|108.50\|110.33\|97.53\|173807;2026-05-15\|95.48\|-2.19\|100.04\|103.86\|94.70\|138075;2026-05-18\|95.20\|-0.29\|94.91\|97.50\|94.43\|90134;2026-05-19\|99.48\|4.50\|94.50\|100.20\|90.50\|119240;2026-05-20\|98.58\|-0.90\|98.05\|100.47\|96.32\|77933;2026-05-21\|92.61\|-6.06\|100.00\|102.93\|92.10\|129285;2026-05-22\|98.49\|6.35\|92.94\|100.79\|92.00\|128138;2026-05-25\|72.00\|2.89\|70.00\|72.19\|68.08\|170082;2026-05-26\|68.56\|-4.78\|71.00\|71.66\|67.51\|151497;2026-05-27\|66.54\|-2.95\|68.63\|70.58\|66.00\|120180;2026-05-28\|66.89\|0.53\|66.31\|67.77\|64.00\|138926;2026-05-29\|64.46\|-3.63\|67.30\|68.23\|63.86\|112371;2026-06-01\|61.40\|-4.75\|65.05\|67.69\|61.25\|122422;2026-06-02\|63.71\|3.76\|61.81\|64.40\|60.55\|106656;2026-06-03\|66.35\|4.14\|65.46\|69.88\|65.15\|194050;2026-06-04\|64.75\|-2.41\|64.64\|65.56\|64.30\|97931;2026-06-05\|63.76\|-1.53\|63.90\|67.09\|63.31\|114471;2026-06-08\|57.70\|-9.50\|61.00\|61.90\|57.08\|163605;2026-06-09\|59.10\|2.43\|58.71\|59.17\|57.58\|90146;2026-06-10\|58.54\|-0.95\|58.00\|61.13\|57.50\|98367;2026-06-11\|56.70\|-3.14\|58.05\|58.55\|56.20\|78356;2026-06-12\|56.00\|-1.23\|57.83\|58.38\|55.85\|99914;2026-06-15\|63.91\|14.12\|58.00\|64.50\|57.80\|188243;2026-06-16\|63.89\|-0.03\|63.81\|64.56\|62.50\|118039;2026-06-17\|65.39\|2.35\|63.00\|66.45\|62.57\|114666;2026-06-18\|67.80\|3.69\|64.90\|68.77\|64.81\|124832;2026-06-22\|67.38\|-0.62\|67.91\|68.90\|65.28\|127649;2026-06-23\|64.36\|-4.48\|66.99\|67.38\|63.88\|93964;2026-06-24\|66.79\|3.78\|63.25\|67.17\|63.25\|102874;2026-06-25\|67.22\|0.64\|66.58\|68.00\|65.09\|120722;2026-06-26\|63.50\|-5.53\|66.00\|66.16\|62.58\|115491;2026-06-29\|67.04\|5.57\|63.43\|67.13\|62.68\|134379;2026-06-30\|80.45\|20.00\|68.70\|80.45\|68.70\|222258;2026-07-01\|85.92\|6.80\|85.27\|91.50\|84.30\|403308;2026-07-02\|85.25\|-0.78\|85.06\|90.15\|82.84\|314004;2026-07-03\|94.89\|11.31\|102.30\|102.30\|94.40\|476816;2026-07-06\|102.00\|7.49\|96.78\|107.99\|93.13\|466918;2026-07-07\|94.51\|-7.34\|100.88\|102.50\|93.63\|336394;2026-07-08\|105.50\|11.63\|100.02\|109.40\|100.02\|373335;2026-07-09\|109.18\|3.49\|102.95\|109.20\|100.00\|322189;2026-07-10\|103.61\|-5.10\|108.10\|114.99\|103.60\|401749
114614	MPO等技术受关注	光纤+储能+5G消息行业原因：美股光通信板块昨晚集体大涨，Lumentum涨超16%，Coherent涨超13%，康宁上涨11%。AI数据中心热潮持续推动科技板块持续上涨，花旗集团表示，由少数大型科技股推动的美股跑赢格局料将持续。公司原因： 1、据2025年年度报告及2025年7月5日互动易，子公司物联科技储能CCS集成母排、软硬铜排等产品已获批量订单，2026年储能业务营收目标突破6000万元。 2、据2025年年度报告，公司射频同轴连接器、光纤接入产品在国内通信基站及FTTX领域保持细分前列，并中标中国移动、中兴等集采。 3、据2025年年度报告，国都互联5G消息平台“5G 101”已接入DeepSeek、文心一言等大模型，拓展AI消息服务。	1、公司主要产品有通信射频连接系统相关器件、光纤光缆、光纤接入系统等，主要客户为电信运营商； 2、子公司国都互联具备Chatbot智能系统的开发与服务能力，Chatbot是5G RCS消息的接入与交互方式，具备自动应答、提供信息、处理任务、完成交易等功能	2026-03-03\|4.68\|-2.50\|4.84\|4.95\|4.66\|651030;2026-03-04\|4.60\|-1.71\|4.59\|4.69\|4.57\|461269;2026-03-05\|4.79\|4.13\|4.69\|4.84\|4.69\|580426;2026-03-06\|4.78\|-0.21\|4.75\|4.79\|4.70\|294375;2026-03-09\|4.78\|0.00\|4.71\|4.81\|4.60\|453264;2026-03-10\|4.94\|3.35\|4.83\|4.96\|4.83\|595627;2026-03-11\|4.95\|0.20\|4.96\|5.02\|4.92\|520902;2026-03-12\|4.92\|-0.61\|4.92\|5.00\|4.88\|373482;2026-03-13\|4.94\|0.41\|4.97\|5.06\|4.92\|833034;2026-03-16\|5.02\|1.62\|4.93\|5.02\|4.90\|601490;2026-03-17\|4.93\|-1.79\|5.00\|5.08\|4.91\|638845;2026-03-18\|5.09\|3.25\|4.96\|5.10\|4.95\|1000355;2026-03-19\|4.98\|-2.16\|5.01\|5.08\|4.95\|773953;2026-03-20\|4.80\|-3.61\|4.99\|5.05\|4.79\|714410;2026-03-23\|4.47\|-6.88\|4.69\|4.73\|4.41\|830710;2026-03-24\|4.65\|4.03\|4.57\|4.66\|4.41\|630348;2026-03-25\|4.84\|4.09\|4.68\|4.99\|4.67\|619140;2026-03-26\|4.70\|-2.89\|4.83\|4.88\|4.67\|483696;2026-03-27\|4.73\|0.64\|4.62\|4.75\|4.58\|365317;2026-03-30\|4.72\|-0.21\|4.62\|4.72\|4.43\|584873;2026-03-31\|4.59\|-2.75\|4.69\|4.76\|4.58\|426315;2026-04-01\|4.67\|1.74\|4.69\|4.77\|4.62\|478117;2026-04-02\|4.50\|-3.64\|4.65\|4.66\|4.46\|483184;2026-04-03\|4.38\|-2.67\|4.52\|4.54\|4.36\|356448;2026-04-07\|4.63\|5.71\|4.42\|4.75\|4.41\|633602;2026-04-08\|4.84\|4.54\|4.72\|4.84\|4.69\|594431;2026-04-09\|4.88\|0.83\|4.78\|4.92\|4.74\|562919;2026-04-10\|4.92\|0.82\|4.91\|5.15\|4.89\|696224;2026-04-13\|5.01\|1.83\|4.88\|5.05\|4.88\|515530;2026-04-14\|5.00\|-0.20\|5.00\|5.10\|4.94\|447120;2026-04-15\|4.96\|-0.80\|4.99\|5.01\|4.93\|378450;2026-04-16\|5.02\|1.21\|4.99\|5.03\|4.92\|368912;2026-04-17\|4.96\|-1.20\|4.98\|5.00\|4.93\|310533;2026-04-20\|5.09\|2.62\|4.97\|5.17\|4.97\|768544;2026-04-21\|4.94\|-2.95\|5.05\|5.06\|4.91\|538757;2026-04-22\|5.17\|4.66\|4.93\|5.18\|4.92\|1051082;2026-04-23\|5.45\|5.42\|5.35\|5.83\|5.34\|2299350;2026-04-24\|5.26\|-3.49\|5.46\|5.52\|5.20\|1366747;2026-04-27\|5.37\|2.09\|5.31\|5.45\|5.25\|1155366;2026-04-28\|5.25\|-2.23\|5.29\|5.41\|5.21\|759131;2026-04-29\|5.22\|-0.57\|5.18\|5.30\|5.17\|647175;2026-04-30\|5.11\|-2.11\|5.20\|5.22\|5.08\|621927;2026-05-06\|5.26\|2.94\|5.17\|5.30\|5.17\|682823;2026-05-07\|5.55\|5.51\|5.27\|5.56\|5.26\|1249249;2026-05-08\|5.51\|-0.72\|5.45\|5.53\|5.41\|807672;2026-05-11\|6.12\|11.07\|5.71\|6.35\|5.71\|2678635;2026-05-12\|7.04\|15.03\|6.28\|7.34\|6.28\|4543788;2026-05-13\|6.87\|-2.41\|6.70\|7.13\|6.69\|3308916;2026-05-14\|6.83\|-0.58\|6.80\|7.30\|6.80\|2936996;2026-05-15\|6.55\|-4.10\|6.85\|6.97\|6.48\|2278591;2026-05-18\|6.45\|-1.53\|6.41\|6.64\|6.35\|1421422;2026-05-19\|6.33\|-1.86\|6.37\|6.49\|6.19\|1193542;2026-05-20\|6.10\|-3.63\|6.30\|6.32\|6.02\|1166554;2026-05-21\|5.75\|-5.74\|6.16\|6.19\|5.70\|1164460;2026-05-22\|5.97\|3.83\|5.81\|6.00\|5.71\|1070809;2026-05-25\|5.79\|-3.02\|5.97\|6.00\|5.69\|913715;2026-05-26\|5.58\|-3.63\|5.74\|5.74\|5.45\|808720;2026-05-27\|5.31\|-4.84\|5.60\|5.64\|5.26\|798566;2026-05-28\|5.47\|3.01\|5.28\|5.53\|5.25\|879224;2026-05-29\|5.39\|-1.46\|5.45\|5.58\|5.33\|894537;2026-06-01\|5.36\|-0.56\|5.34\|5.48\|5.30\|676116;2026-06-02\|5.48\|2.24\|5.36\|5.55\|5.29\|1131788;2026-06-03\|6.03\|10.04\|5.57\|6.28\|5.57\|2497830;2026-06-04\|5.84\|-3.15\|5.89\|6.00\|5.76\|1536781;2026-06-05\|6.15\|5.31\|5.82\|6.49\|5.79\|2165108;2026-06-08\|5.96\|-3.09\|5.91\|6.19\|5.87\|1493779;2026-06-09\|5.91\|-0.84\|6.03\|6.18\|5.73\|1354458;2026-06-10\|6.13\|3.72\|5.85\|6.25\|5.75\|1716774;2026-06-11\|5.70\|-7.01\|5.96\|6.05\|5.58\|1401466;2026-06-12\|5.49\|-3.68\|5.96\|6.05\|5.42\|1304201;2026-06-15\|6.28\|14.39\|5.63\|6.30\|5.49\|2195624;2026-06-16\|6.39\|1.75\|6.21\|6.48\|6.15\|1854129;2026-06-17\|6.47\|1.25\|6.22\|6.52\|6.21\|1408699;2026-06-18\|6.41\|-0.93\|6.39\|6.70\|6.38\|1639792;2026-06-22\|6.46\|0.78\|6.40\|6.60\|6.26\|1475702;2026-06-23\|6.57\|1.70\|6.35\|6.70\|6.28\|1470429;2026-06-24\|6.35\|-3.35\|6.36\|6.51\|6.09\|1394143;2026-06-25\|6.11\|-3.78\|6.35\|6.36\|6.03\|1137139;2026-06-26\|5.81\|-4.91\|6.06\|6.08\|5.76\|1013140;2026-06-29\|5.28\|-9.12\|5.80\|5.84\|5.19\|1274955;2026-06-30\|5.42\|2.65\|5.28\|5.45\|5.10\|910616;2026-07-01\|5.10\|-5.90\|5.37\|5.37\|4.99\|1324519;2026-07-02\|4.88\|-4.31\|5.01\|5.08\|4.87\|891171;2026-07-03\|4.75\|-2.66\|4.89\|4.95\|4.75\|761506;2026-07-06\|4.64\|-2.32\|4.76\|4.81\|4.58\|635269;2026-07-07\|4.44\|-4.31\|4.63\|4.66\|4.41\|610363;2026-07-08\|4.34\|-2.25\|4.45\|4.47\|4.29\|548592;2026-07-09\|4.44\|2.30\|4.35\|4.45\|4.19\|757886;2026-07-10\|4.48\|0.90\|4.44\|4.61\|4.43\|738354
114613	MPO等技术受关注	光通信设备+半导体设备+AI算力行业原因： 1、据上证报5月22日报道，AI数据中心建设推动光纤价格一年涨6倍，G.652.D光纤现货价已破100元/芯公里，供需紧张持续。 2、兴业证券5月17日研报指出，800G/1.6T光模块需求有望再超预期，AI算力扩张驱动光通信产业链高景气。公司原因： 1、据2026年5月20日互动易，公司在光通信半导体领域布局了芯片外观检测、巴条排列与拆分、芯片摆盘、共晶固晶及光模块自动化线等装备，并围绕CPO相关耦合、测试和高精度固晶设备开展技术储备和研发验证。 2、据2026年5月21日互动易，公司在光芯片、光器件、光模块等产业链客户包括源杰科技、华为海思、长光华芯、中际旭创、菲尼萨、永鼎股份、剑桥科技等。	1、公司在光通讯设备领域已形成包括摆盘、AOI检测、固晶等产品系列，并持续面向高速率（含CPO/硅光）技术迭代； 2、公司依托精密机械加工制造能力，持续加大在机器人相关领域的研发与应用投入，在机器人相关领域主要开展零部件加工与制造业务	2026-03-03\|86.40\|-2.34\|90.00\|93.54\|85.80\|76810;2026-03-04\|84.50\|-2.20\|86.36\|88.20\|83.50\|44595;2026-03-05\|87.38\|3.41\|88.01\|91.00\|82.51\|77131;2026-03-06\|90.50\|3.57\|84.27\|93.99\|81.08\|94498;2026-03-09\|87.51\|-3.30\|85.01\|90.87\|78.50\|85274;2026-03-10\|89.91\|2.74\|88.70\|92.56\|86.72\|71301;2026-03-11\|86.36\|-3.95\|89.92\|94.99\|86.33\|80568;2026-03-12\|84.44\|-2.22\|87.63\|87.65\|83.50\|43517;2026-03-13\|80.11\|-5.13\|82.64\|84.38\|80.10\|46581;2026-03-16\|81.58\|1.83\|80.00\|82.22\|77.33\|37831;2026-03-17\|75.49\|-7.47\|81.29\|81.29\|75.02\|43026;2026-03-18\|77.58\|2.77\|76.39\|78.65\|76.00\|31013;2026-03-19\|77.66\|0.10\|76.54\|81.41\|76.50\|39800;2026-03-20\|84.33\|8.59\|80.37\|92.32\|80.37\|103763;2026-03-23\|78.42\|-7.01\|81.07\|83.00\|78.10\|64625;2026-03-24\|82.86\|5.66\|81.19\|85.49\|79.88\|64685;2026-03-25\|87.55\|5.66\|87.05\|91.88\|85.30\|75533;2026-03-26\|95.35\|8.91\|87.17\|100.87\|85.00\|115014;2026-03-27\|93.23\|-2.22\|94.02\|95.87\|89.06\|71617;2026-03-30\|92.42\|-0.87\|91.15\|93.96\|90.91\|48192;2026-03-31\|86.00\|-6.95\|89.52\|89.99\|84.71\|56174;2026-04-01\|103.20\|20.00\|89.93\|103.20\|88.89\|109256;2026-04-02\|103.31\|0.11\|102.10\|106.29\|99.66\|112180;2026-04-03\|114.62\|10.95\|105.81\|117.50\|103.55\|127585;2026-04-07\|118.26\|3.18\|116.92\|129.80\|115.50\|128816;2026-04-08\|120.55\|1.94\|122.06\|123.29\|116.80\|122609;2026-04-09\|117.75\|-2.32\|117.85\|121.27\|114.65\|99981;2026-04-10\|114.02\|-3.17\|117.44\|118.78\|113.01\|86019;2026-04-13\|122.74\|7.65\|116.08\|129.79\|116.08\|114063;2026-04-14\|122.70\|-0.03\|123.71\|127.71\|121.65\|81389;2026-04-15\|121.08\|-1.32\|123.04\|127.13\|120.25\|60304;2026-04-16\|121.15\|0.06\|121.11\|122.80\|117.80\|61683;2026-04-17\|120.80\|-0.29\|121.69\|124.78\|115.61\|96645;2026-04-20\|117.13\|-3.04\|118.47\|120.00\|115.50\|76165;2026-04-21\|118.63\|1.28\|115.37\|119.35\|114.12\|63375;2026-04-22\|125.24\|5.57\|117.80\|131.40\|116.18\|96492;2026-04-23\|117.01\|-6.57\|123.55\|124.77\|115.28\|88077;2026-04-24\|113.58\|-2.93\|117.39\|122.57\|112.58\|51389;2026-04-27\|115.14\|1.37\|114.00\|117.00\|112.00\|49402;2026-04-28\|114.70\|-0.38\|113.10\|118.49\|109.60\|58369;2026-04-29\|111.84\|-2.49\|110.88\|119.80\|110.00\|54017;2026-04-30\|115.08\|2.90\|111.93\|118.63\|111.01\|59254;2026-05-06\|116.50\|1.23\|115.61\|117.88\|113.08\|63997;2026-05-07\|121.50\|4.29\|117.48\|121.88\|114.17\|81188;2026-05-08\|127.26\|4.74\|116.00\|128.74\|113.20\|98570;2026-05-11\|126.81\|-0.35\|127.48\|128.99\|120.88\|83732;2026-05-12\|121.85\|-3.91\|126.20\|129.99\|120.15\|61246;2026-05-13\|129.42\|6.21\|120.43\|129.80\|120.43\|73340;2026-05-14\|121.23\|-6.33\|128.01\|134.49\|121.08\|72043;2026-05-15\|118.00\|-2.66\|120.55\|125.80\|115.74\|51930;2026-05-18\|118.60\|0.51\|116.98\|122.98\|115.83\|39146;2026-05-19\|117.64\|-0.81\|117.02\|119.65\|113.16\|36202;2026-05-20\|124.19\|5.57\|116.60\|124.87\|114.32\|52936;2026-05-21\|113.50\|-8.61\|124.00\|125.00\|112.00\|53928;2026-05-22\|136.20\|20.00\|115.50\|136.20\|114.98\|110271;2026-05-25\|149.00\|9.40\|144.00\|150.99\|138.96\|103827;2026-05-26\|144.50\|-3.02\|148.00\|153.90\|136.18\|92417;2026-05-27\|135.42\|-6.28\|143.06\|146.00\|131.41\|67353;2026-05-28\|135.18\|-0.18\|134.00\|136.66\|132.29\|50926;2026-05-29\|125.58\|-7.10\|135.70\|142.85\|122.20\|76137;2026-06-01\|117.05\|-6.79\|125.69\|128.99\|116.88\|46393;2026-06-02\|133.08\|13.70\|118.60\|135.00\|118.20\|75301;2026-06-03\|91.09\|-3.95\|96.50\|97.92\|89.00\|100565;2026-06-04\|92.84\|1.92\|89.07\|94.88\|88.86\|63673;2026-06-05\|86.52\|-6.81\|88.14\|89.93\|85.88\|71338;2026-06-08\|83.00\|-4.07\|80.00\|83.71\|79.80\|53119;2026-06-09\|87.42\|5.33\|84.00\|88.24\|81.30\|57705;2026-06-10\|85.30\|-2.43\|85.91\|86.22\|83.01\|40032;2026-06-11\|82.21\|-3.62\|84.17\|86.58\|81.23\|31881;2026-06-12\|78.45\|-4.57\|84.50\|85.50\|77.62\|45960;2026-06-15\|91.38\|16.48\|79.68\|93.70\|79.40\|91560;2026-06-16\|106.92\|17.01\|92.61\|109.00\|91.51\|118073;2026-06-17\|111.00\|3.82\|106.00\|113.67\|104.78\|91343;2026-06-18\|113.00\|1.80\|110.31\|113.62\|107.66\|68001;2026-06-22\|110.01\|-2.65\|112.79\|113.00\|105.55\|56743;2026-06-23\|107.00\|-2.74\|110.02\|111.85\|104.81\|45790;2026-06-24\|113.02\|5.63\|108.07\|115.59\|106.11\|56897;2026-06-25\|110.90\|-1.88\|112.10\|118.50\|109.19\|55186;2026-06-26\|104.58\|-5.70\|110.36\|110.89\|103.88\|43184;2026-06-29\|105.01\|0.41\|106.00\|107.00\|96.06\|62045;2026-06-30\|116.01\|10.48\|110.56\|120.55\|110.01\|82121;2026-07-01\|119.54\|3.04\|115.21\|130.99\|114.58\|72974;2026-07-02\|111.58\|-6.66\|114.67\|119.00\|111.01\|48695;2026-07-03\|104.43\|-6.41\|110.90\|112.00\|104.00\|43176;2026-07-06\|100.29\|-3.96\|105.09\|105.85\|97.77\|35593;2026-07-07\|95.61\|-4.67\|99.99\|100.54\|93.20\|35002;2026-07-08\|92.02\|-3.75\|97.52\|98.75\|90.30\|32685;2026-07-09\|95.50\|3.78\|94.75\|95.58\|88.70\|38447;2026-07-10\|92.71\|-2.92\|98.01\|102.74\|92.26\|68377
114612	MPO等技术受关注	CPO+拟并购恒扬数据+消费电子行业原因：北美微软、Meta、特斯拉等大厂在最新财报中宣布加大资本开支，国内阿里、字节、腾讯等大厂同步上调，印证AI基础设施需求强劲。公司原因： 1、据2025年11月12日公告，公司拟发行股份及支付现金收购恒扬数据99.8555%股权，恒扬数据主营网络可视化及AI算力集群DPU等产品，交易完成后公司将形成“光+算”一体化解决方案。 2、据2025年12月11日投资者关系活动记录表，公司批量生产MTP/MPO光纤跳线等光通信产品，配合客户MPC方案的相关产品已通过认证，预计2026年中期小批量生产。 3、据2025年12月11日投资者关系活动记录表，公司主营精密电子零部件，光通信产品成长较快，越南基地全面投产，全部达产后产值预计12亿元。	1、控股子公司福可喜玛主营MPO/MT插芯、连接器，主要应用于4G/5G通讯及光模块产品中，应用场景包括数据中心、FTTH及FTTA等； 2、公司拟收购恒扬数据，标的为AI智算中心、云计算数据中心及边缘计算核心基础设施供应商。	2026-03-03\|189.30\|-5.48\|201.19\|207.50\|188.98\|70334;2026-03-04\|189.15\|-0.08\|185.91\|193.68\|183.70\|45830;2026-03-05\|188.54\|-0.32\|193.00\|193.05\|181.15\|58861;2026-03-06\|185.38\|-1.68\|187.01\|189.68\|180.59\|35131;2026-03-09\|180.02\|-2.89\|179.00\|181.27\|171.39\|63061;2026-03-10\|189.14\|5.07\|185.00\|192.51\|183.50\|67657;2026-03-11\|185.83\|-1.75\|190.70\|194.48\|184.86\|52090;2026-03-12\|178.57\|-3.91\|185.00\|188.28\|173.50\|70322;2026-03-13\|165.80\|-7.15\|178.57\|181.20\|164.50\|91827;2026-03-16\|166.60\|0.48\|169.00\|172.05\|163.00\|50955;2026-03-17\|152.09\|-8.71\|166.26\|166.30\|151.28\|75116;2026-03-18\|153.26\|0.77\|157.53\|157.97\|149.66\|55421;2026-03-19\|153.15\|-0.07\|151.28\|159.31\|149.88\|61847;2026-03-20\|150.83\|-1.51\|157.00\|161.23\|150.83\|64963;2026-03-23\|140.76\|-6.68\|150.83\|151.96\|139.55\|62434;2026-03-24\|146.60\|4.15\|143.58\|146.82\|140.60\|50165;2026-03-25\|153.79\|4.90\|149.23\|157.18\|149.23\|77306;2026-03-26\|145.20\|-5.59\|151.00\|154.49\|144.00\|79203;2026-03-27\|153.47\|5.70\|142.00\|158.58\|141.03\|90594;2026-03-30\|153.60\|0.08\|151.00\|156.98\|150.58\|66936;2026-03-31\|151.97\|-1.06\|151.28\|155.18\|146.88\|68233;2026-04-01\|156.88\|3.23\|153.76\|157.67\|149.54\|102711;2026-04-02\|151.40\|-3.49\|152.60\|157.90\|150.03\|71743;2026-04-03\|153.33\|1.27\|153.73\|158.87\|153.01\|97694;2026-04-07\|150.53\|-1.83\|152.00\|154.86\|149.61\|58485;2026-04-08\|163.50\|8.62\|156.00\|163.80\|155.18\|103660;2026-04-09\|168.37\|2.98\|162.99\|175.00\|162.85\|121288;2026-04-10\|167.41\|-0.57\|170.00\|174.29\|165.00\|114832;2026-04-13\|174.28\|4.10\|162.96\|176.00\|162.76\|102546;2026-04-14\|178.68\|2.52\|174.26\|182.00\|171.20\|104198;2026-04-15\|168.36\|-5.78\|178.60\|178.60\|166.10\|88910;2026-04-16\|169.13\|0.46\|165.99\|171.50\|165.88\|55938;2026-04-17\|169.69\|0.33\|168.59\|175.90\|167.01\|80761;2026-04-20\|174.22\|2.67\|168.00\|175.00\|165.00\|101117;2026-04-21\|209.06\|20.00\|167.60\|209.06\|167.60\|212438;2026-04-22\|213.56\|2.15\|204.74\|215.99\|204.74\|156883;2026-04-23\|205.45\|-3.80\|212.02\|216.88\|193.15\|142291;2026-04-24\|196.60\|-4.31\|200.00\|203.00\|192.21\|87492;2026-04-27\|210.09\|6.86\|198.25\|226.00\|196.60\|130059;2026-04-28\|202.86\|-3.44\|213.00\|214.71\|200.69\|89019;2026-04-29\|217.70\|7.32\|200.00\|219.99\|200.00\|126188;2026-04-30\|217.30\|-0.18\|223.50\|224.60\|213.90\|84076;2026-05-06\|231.66\|6.61\|227.77\|235.96\|218.63\|95488;2026-05-07\|239.00\|3.17\|238.18\|251.88\|233.11\|100613;2026-05-08\|229.29\|-4.06\|231.01\|238.99\|226.00\|84312;2026-05-11\|250.17\|9.11\|235.64\|256.77\|228.57\|107385;2026-05-12\|232.78\|-6.95\|249.90\|254.00\|221.00\|113677;2026-05-13\|234.30\|0.65\|230.00\|247.50\|226.80\|116461;2026-05-14\|237.30\|1.28\|244.00\|245.00\|229.01\|94951;2026-05-15\|257.51\|8.52\|247.00\|272.78\|247.00\|139042;2026-05-18\|272.06\|5.65\|257.33\|293.98\|248.88\|132077;2026-05-19\|266.24\|-2.14\|271.00\|275.00\|254.75\|84391;2026-05-20\|252.60\|-5.12\|260.01\|264.00\|242.98\|100104;2026-05-21\|235.30\|-6.85\|253.86\|256.19\|233.71\|94119;2026-05-22\|258.80\|9.99\|238.14\|263.68\|234.00\|121362;2026-05-25\|292.50\|13.02\|258.82\|293.00\|253.81\|115425;2026-05-26\|284.75\|-2.65\|281.99\|292.00\|278.93\|77257;2026-05-27\|278.30\|-2.27\|282.70\|299.90\|275.00\|90668;2026-05-28\|287.55\|3.32\|271.01\|287.68\|267.00\|61156;2026-05-29\|255.51\|-11.14\|292.00\|296.99\|252.09\|99890;2026-06-01\|225.50\|-11.75\|250.00\|252.40\|225.00\|98166;2026-06-02\|243.56\|8.01\|228.89\|254.74\|228.51\|92386;2026-06-03\|231.98\|-4.75\|256.00\|261.85\|225.97\|141567;2026-06-04\|220.01\|-5.16\|226.72\|229.50\|218.00\|94556;2026-06-05\|225.68\|2.58\|235.60\|238.75\|222.43\|102180;2026-06-08\|212.26\|-5.95\|212.00\|223.80\|209.00\|71433;2026-06-09\|226.23\|6.58\|219.80\|228.37\|212.31\|64337;2026-06-10\|213.58\|-5.59\|217.00\|217.52\|208.65\|55950;2026-06-11\|212.97\|-0.29\|213.00\|217.78\|209.18\|45292;2026-06-12\|205.50\|-3.51\|220.00\|222.00\|205.50\|48579;2026-06-15\|240.10\|16.84\|213.01\|242.99\|213.01\|112564;2026-06-16\|255.00\|6.21\|243.06\|255.80\|235.95\|110420;2026-06-17\|260.12\|2.01\|246.00\|263.33\|245.00\|85031;2026-06-18\|255.47\|-1.79\|258.60\|259.00\|250.08\|84907;2026-06-22\|251.69\|-1.48\|258.00\|261.28\|246.02\|73657;2026-06-23\|238.00\|-5.44\|247.00\|250.00\|233.20\|52596;2026-06-24\|245.13\|3.00\|234.13\|248.95\|233.75\|48523;2026-06-25\|231.41\|-5.60\|240.00\|245.91\|225.58\|84561;2026-06-26\|221.05\|-4.48\|229.33\|240.00\|220.00\|58158;2026-06-29\|198.00\|-10.43\|213.73\|218.00\|196.61\|70108;2026-06-30\|208.32\|5.21\|198.00\|211.70\|190.18\|64753;2026-07-01\|200.30\|-3.85\|206.98\|219.55\|198.50\|56311;2026-07-02\|188.85\|-5.72\|192.17\|199.90\|186.01\|51022;2026-07-03\|185.87\|-1.58\|187.22\|193.64\|183.69\|41650;2026-07-06\|186.94\|0.58\|185.00\|199.80\|185.00\|61425;2026-07-07\|182.14\|-2.57\|186.94\|189.00\|177.80\|38967;2026-07-08\|183.40\|0.69\|185.78\|189.69\|175.00\|46445;2026-07-09\|206.22\|12.44\|188.36\|208.70\|183.08\|74601;2026-07-10\|198.70\|-3.65\|206.99\|209.87\|198.01\|54788
114611	MPO等技术受关注	薄膜铌酸锂+光通讯器件+珠海国资+指数调入行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年4月1日投资者关系活动记录表，薄膜铌酸锂具备高带宽、低损耗、高线性度等优势，与CPO技术发展方向高度适配；公司已掌握芯片设计、制程、封装和测试等核心技术，具备开发高达800Gbps及以上速率的薄膜铌酸锂调制器芯片和器件的关键能力。 2、据2025年年度报告及2026年4月23日公告，公司2025年光通讯器件销售收入同比增长100.37%，2026年一季度归母净利润4473.64万元，同比增长312.52%；公司最终控制人为珠海市人民政府国有资产监督管理委员会。 3、据中国基金报2026年6月14日报道，深交所决定于2026年6月15日对创业板指、创业板50等指数实施样本股定期调整，光库科技获调入。	1、公司在光博会上展示了其与Calient合作的MEMS方案OCS交换机整机产品。 2、公司拟收购安捷讯100%股份，标的主营业务为光通信领域光无源器件。	2026-03-03\|169.54\|-0.27\|174.00\|184.88\|169.00\|236040;2026-03-04\|167.09\|-1.45\|164.50\|171.68\|162.00\|130771;2026-03-05\|164.40\|-1.61\|172.00\|174.55\|163.15\|182609;2026-03-06\|162.16\|-1.36\|161.02\|166.43\|156.00\|136343;2026-03-09\|151.10\|-6.82\|155.00\|155.03\|142.90\|170840;2026-03-10\|163.05\|7.91\|155.13\|164.20\|155.09\|182534;2026-03-11\|161.67\|-0.85\|164.00\|171.68\|161.33\|160746;2026-03-12\|168.36\|4.14\|161.00\|170.80\|161.00\|201252;2026-03-13\|165.00\|-2.00\|165.02\|171.80\|162.78\|137590;2026-03-16\|168.70\|2.24\|164.91\|174.37\|164.91\|220026;2026-03-17\|150.80\|-10.61\|165.00\|165.00\|150.80\|206072;2026-03-18\|153.26\|1.63\|153.00\|154.85\|149.02\|112840;2026-03-19\|149.98\|-2.14\|149.00\|152.98\|148.00\|88363;2026-03-20\|163.80\|9.21\|153.68\|175.00\|153.68\|371018;2026-03-23\|167.91\|2.51\|160.01\|173.99\|158.78\|272475;2026-03-24\|179.73\|7.04\|170.00\|180.80\|161.50\|295003;2026-03-25\|184.52\|2.67\|188.72\|194.94\|178.00\|275006;2026-03-26\|179.08\|-2.95\|184.00\|186.58\|178.66\|155521;2026-03-27\|194.47\|8.59\|175.00\|199.99\|172.33\|278957;2026-03-30\|188.50\|-3.07\|188.73\|193.65\|185.60\|166987;2026-03-31\|178.03\|-5.55\|185.22\|185.66\|175.40\|170608;2026-04-01\|186.99\|5.03\|184.96\|187.80\|177.50\|175935;2026-04-02\|200.07\|7.00\|189.99\|212.26\|188.88\|247494;2026-04-03\|222.96\|11.44\|205.00\|229.90\|205.00\|243933;2026-04-07\|219.30\|-1.64\|222.25\|227.90\|217.00\|177527;2026-04-08\|222.02\|1.24\|231.00\|233.30\|214.00\|264458;2026-04-09\|231.11\|4.09\|218.03\|236.01\|218.03\|228782;2026-04-10\|232.88\|0.77\|231.11\|242.78\|223.34\|235010;2026-04-13\|226.75\|-2.63\|226.68\|230.80\|223.61\|176201;2026-04-14\|230.60\|1.70\|228.00\|238.80\|224.01\|213016;2026-04-15\|227.45\|-1.37\|228.53\|235.60\|226.26\|176971;2026-04-16\|231.06\|1.59\|224.90\|236.80\|224.90\|143633;2026-04-17\|251.83\|8.99\|238.16\|260.55\|235.80\|272870;2026-04-20\|250.92\|-0.36\|250.00\|262.98\|244.44\|225666;2026-04-21\|256.82\|2.35\|245.00\|259.00\|243.00\|180655;2026-04-22\|274.52\|6.89\|259.08\|279.86\|256.00\|228109;2026-04-23\|246.93\|-10.05\|280.20\|282.30\|242.00\|327375;2026-04-24\|237.84\|-3.68\|242.03\|246.66\|230.60\|228575;2026-04-27\|239.70\|0.78\|242.00\|246.06\|236.00\|166778;2026-04-28\|238.70\|-0.42\|236.92\|245.63\|235.00\|120362;2026-04-29\|235.25\|-1.45\|233.18\|241.50\|233.01\|118192;2026-04-30\|237.96\|1.15\|239.99\|243.50\|233.05\|115644;2026-05-06\|247.36\|3.95\|241.00\|252.45\|240.60\|185606;2026-05-07\|259.81\|5.03\|247.43\|260.00\|238.90\|198044;2026-05-08\|259.10\|-0.27\|250.00\|264.98\|248.02\|168595;2026-05-11\|266.06\|2.69\|263.90\|271.66\|254.00\|173623;2026-05-12\|261.58\|-1.61\|271.99\|278.66\|257.50\|163884;2026-05-13\|276.88\|5.85\|252.97\|279.87\|251.10\|188574;2026-05-14\|286.63\|3.52\|284.18\|303.80\|280.55\|209754;2026-05-15\|272.02\|-5.10\|292.08\|298.00\|260.00\|243640;2026-05-18\|274.99\|1.09\|270.03\|285.48\|265.95\|169181;2026-05-19\|269.93\|-1.84\|272.34\|278.80\|256.50\|151602;2026-05-20\|269.50\|-0.16\|270.28\|271.71\|260.01\|128396;2026-05-21\|249.90\|-7.27\|273.80\|275.40\|249.01\|147367;2026-05-22\|266.18\|6.51\|254.19\|270.85\|254.10\|151493;2026-05-25\|272.80\|2.49\|270.00\|273.03\|258.09\|154812;2026-05-26\|252.98\|-7.27\|269.99\|270.00\|247.90\|167237;2026-05-27\|259.84\|2.71\|249.22\|273.50\|245.13\|202889;2026-05-28\|292.99\|12.76\|256.00\|297.12\|253.20\|282192;2026-05-29\|278.78\|-4.85\|291.54\|292.00\|271.00\|224694;2026-06-01\|278.65\|-0.05\|275.99\|296.80\|272.72\|200101;2026-06-02\|320.02\|14.85\|284.15\|323.33\|283.00\|285909;2026-06-03\|337.06\|5.32\|333.00\|351.00\|329.54\|271001;2026-06-04\|319.26\|-5.28\|329.39\|335.39\|318.00\|180770;2026-06-05\|320.30\|0.33\|324.00\|359.73\|318.00\|232549;2026-06-08\|299.67\|-6.44\|300.00\|309.40\|290.96\|174855;2026-06-09\|308.65\|3.00\|303.00\|311.99\|293.32\|184718;2026-06-10\|286.60\|-7.14\|293.01\|293.77\|282.00\|147310;2026-06-11\|293.45\|2.39\|284.40\|303.66\|284.00\|148483;2026-06-12\|285.88\|-2.58\|301.00\|303.00\|285.30\|148217;2026-06-15\|343.05\|20.00\|292.50\|343.06\|292.42\|253183;2026-06-16\|392.49\|14.41\|359.02\|395.50\|359.02\|269384;2026-06-17\|395.20\|0.69\|379.10\|404.98\|379.10\|158397;2026-06-18\|390.80\|-1.11\|390.50\|396.20\|382.26\|134070;2026-06-22\|391.98\|0.30\|396.80\|399.12\|373.20\|163247;2026-06-23\|384.52\|-1.90\|388.83\|399.87\|371.80\|136079;2026-06-24\|406.00\|5.59\|385.19\|413.30\|385.19\|169813;2026-06-25\|395.46\|-2.60\|394.01\|397.94\|378.00\|165622;2026-06-26\|362.43\|-8.35\|394.74\|395.00\|360.22\|142820;2026-06-29\|365.20\|0.76\|366.00\|390.66\|352.08\|144247;2026-06-30\|378.20\|3.56\|364.53\|381.80\|358.50\|140341;2026-07-01\|350.90\|-7.22\|373.15\|375.73\|346.01\|131689;2026-07-02\|324.40\|-7.55\|343.88\|347.00\|320.00\|100478;2026-07-03\|312.25\|-3.75\|319.79\|329.94\|312.02\|88381;2026-07-06\|296.72\|-4.97\|315.00\|316.80\|292.71\|94084;2026-07-07\|296.95\|0.08\|297.00\|300.69\|283.87\|93700;2026-07-08\|304.58\|2.57\|301.00\|316.96\|295.00\|148901;2026-07-09\|315.45\|3.57\|310.00\|323.88\|277.77\|192782;2026-07-10\|290.80\|-7.81\|316.46\|324.50\|290.00\|151459
114610	MPO等技术受关注	CPO/NPO+1.6T光模块+高速光模块行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月18日投资者关系活动记录表，公司已启动NPO/CPO相关业务的研发工作，布局光引擎、硅光调制解调器等，并在2026年OFC大会上联合合作伙伴展示了相关研发成果，近期加快在12.8T XPO等新技术方向上的布局。 2、据2026年5月18日投资者关系活动记录表，公司1.6T高速光模块产品已完成小批量供货，后续将根据客户需求有序安排批量发货；目前800G产品依然是市场需求主力，保持着较高的出货占比。 3、据2026年5月18日投资者关系活动记录表，公司高速光模块订单需求旺盛，正积极推进国内外生产基地的扩产工作以保障800G及1.6T产品的交付，目前光模块年化产能为350万支。	公司已向微软供应高速光模块产品，800G光模块产品已实现小批量发货，1.6T光模块产品在给客户送样测试	2026-03-03\|110.41\|-2.93\|115.00\|116.48\|110.10\|386616;2026-03-04\|109.19\|-1.10\|107.26\|112.88\|106.68\|209686;2026-03-05\|113.18\|3.65\|111.64\|117.82\|109.33\|315662;2026-03-06\|114.78\|1.41\|111.86\|117.48\|108.57\|341765;2026-03-09\|111.27\|-3.06\|110.08\|112.00\|103.50\|309456;2026-03-10\|120.10\|7.94\|113.71\|121.99\|113.51\|418606;2026-03-11\|126.26\|5.13\|120.00\|128.25\|118.88\|464571;2026-03-12\|122.60\|-2.90\|123.80\|131.68\|121.44\|361188;2026-03-13\|117.71\|-3.99\|119.84\|124.33\|117.44\|249437;2026-03-16\|118.88\|0.99\|116.20\|119.30\|114.30\|214709;2026-03-17\|109.09\|-8.24\|119.98\|119.98\|109.00\|258574;2026-03-18\|112.53\|3.15\|110.99\|114.29\|107.93\|191161;2026-03-19\|115.67\|2.79\|108.05\|118.00\|107.88\|292384;2026-03-20\|115.33\|-0.29\|118.00\|122.80\|114.46\|350719;2026-03-23\|103.84\|-9.96\|110.00\|111.76\|103.80\|319926;2026-03-24\|105.85\|1.94\|106.60\|106.96\|102.70\|198903;2026-03-25\|109.94\|3.86\|108.88\|110.80\|106.97\|265126;2026-03-26\|105.43\|-4.10\|108.36\|109.90\|104.68\|191447;2026-03-27\|104.53\|-0.85\|102.08\|106.36\|100.44\|169561;2026-03-30\|105.29\|0.73\|102.50\|106.92\|102.14\|130509;2026-03-31\|101.60\|-3.50\|105.00\|105.53\|101.00\|186024;2026-04-01\|105.24\|3.58\|104.60\|105.50\|102.82\|196262;2026-04-02\|102.23\|-2.86\|104.05\|107.56\|101.60\|195967;2026-04-03\|102.99\|0.74\|103.59\|105.35\|102.19\|201233;2026-04-07\|101.41\|-1.53\|103.09\|104.00\|100.15\|191705;2026-04-08\|111.55\|10.00\|105.00\|111.55\|104.99\|379414;2026-04-09\|115.55\|3.59\|112.93\|117.04\|112.93\|430281;2026-04-10\|116.24\|0.60\|116.81\|117.88\|114.32\|287464;2026-04-13\|118.58\|2.01\|111.99\|119.98\|111.55\|375147;2026-04-14\|120.62\|1.72\|118.80\|124.28\|117.20\|361117;2026-04-15\|125.80\|4.29\|125.51\|132.68\|124.02\|653477;2026-04-16\|132.08\|4.99\|125.18\|132.65\|122.50\|445282;2026-04-17\|145.29\|10.00\|139.00\|145.29\|139.00\|235554;2026-04-20\|152.30\|4.82\|159.67\|159.78\|150.05\|629691;2026-04-21\|161.17\|5.82\|150.83\|162.57\|149.47\|466780;2026-04-22\|172.18\|6.83\|158.20\|176.86\|156.00\|594044;2026-04-23\|164.33\|-4.56\|170.00\|172.90\|161.12\|480592;2026-04-24\|153.64\|-6.51\|160.00\|164.26\|152.01\|396880;2026-04-27\|153.59\|-0.03\|155.64\|160.36\|152.72\|250685;2026-04-28\|155.19\|1.04\|160.00\|162.87\|154.00\|409927;2026-04-29\|170.71\|10.00\|154.50\|170.71\|154.50\|297762;2026-04-30\|174.97\|2.50\|179.00\|187.50\|174.78\|385900;2026-05-06\|179.22\|2.43\|185.80\|185.90\|176.35\|330739;2026-05-07\|184.07\|2.71\|182.08\|184.95\|171.00\|314193;2026-05-08\|189.84\|3.13\|179.00\|194.50\|179.00\|290541;2026-05-11\|197.80\|4.19\|188.98\|203.66\|187.50\|336495;2026-05-12\|189.42\|-4.24\|203.03\|209.66\|185.52\|386199;2026-05-13\|191.64\|1.17\|186.66\|193.22\|186.36\|251424;2026-05-14\|191.87\|0.12\|205.00\|208.00\|184.50\|336068;2026-05-15\|188.12\|-1.95\|193.20\|199.52\|186.00\|300896;2026-05-18\|184.30\|-2.03\|188.56\|190.80\|182.00\|235380;2026-05-19\|202.42\|10.00\|184.02\|202.42\|173.83\|355577;2026-05-20\|193.88\|-4.22\|196.90\|198.99\|190.27\|338537;2026-05-21\|179.19\|-7.58\|194.39\|195.87\|178.10\|295482;2026-05-22\|190.00\|6.03\|181.35\|191.99\|179.56\|242836;2026-05-25\|209.00\|10.00\|192.00\|209.00\|183.30\|333971;2026-05-26\|204.94\|-1.94\|213.00\|219.49\|202.00\|314440;2026-05-27\|188.50\|-8.02\|203.60\|206.60\|185.00\|355398;2026-05-28\|203.04\|7.71\|188.50\|206.00\|186.65\|321460;2026-05-29\|207.70\|2.30\|201.96\|219.00\|199.20\|383505;2026-06-01\|187.00\|-9.97\|199.21\|203.00\|186.93\|377890;2026-06-02\|189.85\|1.52\|187.33\|194.99\|183.00\|322554;2026-06-03\|202.60\|6.72\|192.91\|208.84\|190.20\|468073;2026-06-04\|204.17\|0.77\|194.00\|211.10\|194.00\|321136;2026-06-05\|192.02\|-5.95\|206.85\|214.30\|190.00\|340017;2026-06-08\|174.76\|-8.99\|179.00\|187.88\|173.10\|289570;2026-06-09\|180.97\|3.55\|179.50\|182.82\|175.60\|227070;2026-06-10\|175.99\|-2.75\|176.50\|179.64\|171.13\|157926;2026-06-11\|171.08\|-2.79\|175.53\|178.50\|166.25\|220318;2026-06-12\|182.99\|6.96\|177.00\|188.19\|176.80\|382675;2026-06-15\|201.29\|10.00\|188.18\|201.29\|184.00\|271367;2026-06-16\|198.07\|-1.60\|208.00\|208.00\|196.55\|281199;2026-06-17\|203.29\|2.64\|198.00\|203.89\|196.29\|255673;2026-06-18\|214.54\|5.53\|200.00\|217.54\|199.79\|276406;2026-06-22\|235.99\|10.00\|225.30\|235.99\|216.02\|358731;2026-06-23\|238.37\|1.01\|240.00\|249.58\|227.37\|364995;2026-06-24\|262.21\|10.00\|237.00\|262.21\|236.83\|307264;2026-06-25\|260.40\|-0.69\|260.00\|263.30\|253.03\|323788;2026-06-26\|245.92\|-5.56\|258.00\|259.88\|242.50\|239317;2026-06-29\|247.78\|0.76\|247.40\|258.48\|235.94\|250905;2026-06-30\|254.87\|2.86\|255.00\|256.36\|238.80\|234259;2026-07-01\|242.70\|-4.78\|253.00\|257.50\|240.01\|205603;2026-07-02\|218.43\|-10.00\|218.43\|226.99\|218.43\|237812;2026-07-03\|209.37\|-4.15\|207.51\|219.24\|207.00\|219665;2026-07-06\|196.56\|-6.12\|214.20\|214.98\|193.00\|210532;2026-07-07\|197.20\|0.33\|196.00\|202.00\|191.00\|185709;2026-07-08\|189.99\|-3.66\|197.34\|200.97\|188.33\|182528;2026-07-09\|202.00\|6.32\|193.99\|202.66\|179.59\|324633;2026-07-10\|199.09\|-1.44\|218.88\|222.20\|198.99\|344983
114609	MPO等技术受关注	涨停揭秘：全资子公司意华新能源光伏跟踪器全球市占率超30%，排名第一；光伏装机加速+美国ITC延期催化出口需求；HJT、TOPCon技术迭代带动跟踪支架渗透率提升；涨停缘由：全球光伏跟踪器出货量第一，深度绑定Nextracker等头部客户；2026年Q1海外订单饱满，Q2排产环比提升；受益于美国《通胀削减法案》补贴延续及欧洲能源转型提速；资金逻辑：资金博弈光伏设备出海主线，跟踪器作为高毛利细分赛道，具备业绩确定性与弹性，叠加低位估值吸引配置型资金回流；风险提示：海外贸易政策变动及汇率波动可能影响盈利稳定性，行业扩产或加剧价格竞争	国内少数实现高速连接器量产的企业之一；公司聚焦于5G、6G和光通讯模块的研发制造，具有完整自主知识产权的5GSFP、SFP+系列产品已陆续研发成功并通过关键客户各项性能测试	2026-03-03\|64.80\|-6.43\|69.33\|69.73\|64.46\|229120;2026-03-04\|68.52\|5.74\|64.00\|71.28\|63.51\|282807;2026-03-05\|69.80\|1.87\|70.77\|71.28\|67.01\|270153;2026-03-06\|70.00\|0.29\|68.10\|70.50\|67.35\|180314;2026-03-09\|69.75\|-0.36\|66.70\|70.83\|63.40\|213886;2026-03-10\|75.19\|7.80\|71.17\|75.98\|70.68\|245085;2026-03-11\|71.56\|-4.83\|73.00\|76.20\|70.44\|281503;2026-03-12\|67.42\|-5.79\|70.70\|71.18\|66.42\|230305;2026-03-13\|64.87\|-3.78\|67.30\|67.57\|64.71\|132902;2026-03-16\|63.63\|-1.91\|64.84\|64.87\|61.61\|114135;2026-03-17\|61.50\|-3.35\|63.75\|64.15\|61.25\|102773;2026-03-18\|66.66\|8.39\|62.74\|67.50\|61.70\|175975;2026-03-19\|65.00\|-2.49\|64.84\|66.69\|64.60\|127674;2026-03-20\|64.57\|-0.66\|66.00\|67.56\|63.51\|141475;2026-03-23\|61.95\|-4.06\|62.00\|65.50\|61.45\|105417;2026-03-24\|62.02\|0.11\|63.01\|63.50\|58.69\|114978;2026-03-25\|62.14\|0.19\|63.00\|64.60\|61.87\|110973;2026-03-26\|58.52\|-5.83\|61.73\|61.83\|58.15\|127273;2026-03-27\|60.77\|3.84\|57.75\|60.83\|56.89\|110700;2026-03-30\|60.27\|-0.82\|58.46\|60.95\|57.80\|95688;2026-03-31\|58.23\|-3.38\|60.00\|60.90\|58.03\|70407;2026-04-01\|61.20\|5.10\|59.87\|61.95\|59.39\|122547;2026-04-02\|59.70\|-2.45\|60.81\|61.76\|59.22\|75492;2026-04-03\|61.37\|2.80\|60.38\|63.47\|59.72\|133407;2026-04-07\|61.46\|0.15\|61.73\|63.42\|61.15\|116168;2026-04-08\|64.61\|5.13\|63.60\|64.80\|63.00\|143097;2026-04-09\|66.85\|3.47\|63.52\|67.50\|63.46\|163512;2026-04-10\|66.00\|-1.27\|66.61\|66.98\|65.38\|126322;2026-04-13\|64.92\|-1.64\|64.50\|65.99\|64.19\|102028;2026-04-14\|65.83\|1.40\|65.99\|66.45\|64.73\|105332;2026-04-15\|66.30\|0.71\|66.13\|67.68\|65.12\|145909;2026-04-16\|66.34\|0.06\|66.29\|67.40\|65.58\|111180;2026-04-17\|67.19\|1.28\|66.51\|68.76\|66.51\|131228;2026-04-20\|67.29\|0.15\|68.98\|69.66\|66.54\|137248;2026-04-21\|66.70\|-0.88\|65.50\|67.00\|64.00\|121113;2026-04-22\|68.57\|2.80\|66.00\|68.94\|65.51\|143950;2026-04-23\|66.64\|-2.81\|68.20\|68.50\|65.90\|119328;2026-04-24\|68.41\|2.66\|66.70\|70.36\|64.45\|227356;2026-04-27\|66.74\|-2.44\|68.19\|68.87\|66.00\|144208;2026-04-28\|64.40\|-3.51\|66.48\|66.99\|64.00\|129888;2026-04-29\|58.49\|-9.18\|59.30\|60.20\|57.96\|227331;2026-04-30\|57.43\|-1.81\|58.49\|59.10\|56.64\|129270;2026-05-06\|59.54\|3.67\|59.01\|60.94\|59.01\|152574;2026-05-07\|63.96\|7.42\|59.46\|64.60\|58.70\|170025;2026-05-08\|63.24\|-1.13\|62.60\|64.36\|62.00\|104011;2026-05-11\|68.11\|7.70\|64.55\|69.50\|64.07\|236489;2026-05-12\|72.40\|6.30\|68.67\|74.92\|66.06\|322414;2026-05-13\|74.95\|3.52\|72.50\|76.39\|72.28\|242319;2026-05-14\|70.01\|-6.59\|74.39\|74.39\|69.90\|179432;2026-05-15\|68.10\|-2.73\|71.28\|71.89\|67.35\|139392;2026-05-18\|67.80\|-0.44\|68.72\|71.27\|67.16\|143844;2026-05-19\|73.49\|8.39\|68.00\|74.48\|65.22\|252355;2026-05-20\|70.84\|-3.61\|72.94\|73.06\|69.90\|161907;2026-05-21\|65.56\|-7.45\|71.13\|72.08\|65.30\|166812;2026-05-22\|72.12\|10.01\|66.56\|72.12\|65.20\|209636;2026-05-25\|79.33\|10.00\|75.00\|79.33\|74.26\|170506;2026-05-26\|81.30\|2.48\|84.08\|87.26\|80.33\|409191;2026-05-27\|79.99\|-1.61\|81.58\|83.00\|78.38\|260587;2026-05-28\|80.55\|0.70\|78.20\|83.82\|78.20\|190139;2026-05-29\|76.90\|-4.53\|81.01\|84.29\|75.57\|149150;2026-06-01\|80.18\|4.95\|77.66\|84.04\|76.96\|258682;2026-06-02\|88.20\|10.00\|82.40\|88.20\|82.28\|74528;2026-06-03\|91.20\|3.40\|95.08\|96.99\|88.22\|315863;2026-06-04\|96.15\|5.43\|88.75\|99.47\|85.88\|311983;2026-06-05\|91.45\|-4.89\|93.01\|98.27\|90.88\|222019;2026-06-08\|82.31\|-9.99\|87.11\|87.70\|82.31\|198064;2026-06-09\|85.26\|3.58\|82.36\|88.98\|80.64\|221360;2026-06-10\|84.80\|-0.54\|86.84\|88.88\|82.86\|144091;2026-06-11\|80.14\|-5.50\|83.40\|83.96\|78.80\|142261;2026-06-12\|78.98\|-1.45\|81.80\|85.56\|78.30\|148902;2026-06-15\|86.88\|10.00\|79.74\|86.88\|79.74\|115234;2026-06-16\|87.96\|1.24\|87.96\|88.48\|84.70\|183252;2026-06-17\|88.00\|0.05\|86.88\|88.34\|85.20\|143600;2026-06-18\|96.80\|10.00\|87.70\|96.80\|87.00\|130101;2026-06-22\|94.10\|-2.79\|101.60\|104.00\|92.00\|232105;2026-06-23\|84.69\|-10.00\|94.50\|95.15\|84.69\|198859;2026-06-24\|93.16\|10.00\|84.69\|93.16\|84.02\|210294;2026-06-25\|91.65\|-1.62\|93.00\|94.48\|89.60\|203160;2026-06-26\|84.50\|-7.80\|90.00\|91.00\|83.40\|158396;2026-06-29\|79.98\|-5.35\|84.52\|88.75\|78.66\|162478;2026-06-30\|87.98\|10.00\|81.50\|87.98\|80.00\|165423;2026-07-01\|82.68\|-6.02\|87.98\|90.50\|82.20\|182027;2026-07-02\|79.40\|-3.97\|80.00\|87.17\|78.95\|194802;2026-07-03\|77.70\|-2.14\|80.71\|82.35\|77.50\|152109;2026-07-06\|82.10\|5.66\|77.74\|85.47\|75.88\|247802;2026-07-07\|82.78\|0.83\|80.72\|86.75\|80.60\|235726;2026-07-08\|83.35\|0.69\|84.14\|88.00\|82.42\|215494;2026-07-09\|88.55\|6.24\|82.50\|89.32\|80.65\|234522;2026-07-10\|82.33\|-7.02\|88.51\|91.00\|82.33\|221879
114608	MPO等技术受关注	光纤涨价+铜箔+特高压行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2025年半年报及2025年年报，公司重点布局新能源汽车锂电池超薄铜箔产业，全资子公司江西杭电铜箔年产5万吨项目一期工程已进入试生产阶段，锂电铜箔产品已导入国内主流新能源储能企业供应链体系，电子电路铜箔进入生益科技等头部企业供应链。 2、据2026年4月22日一季报，公司一季度归母净利润8084.19万元，同比增长279.96%，主要系子公司永特信息光纤销量增长且销售价格大幅上涨带来较高效益。 3、据2025年年度报告，公司是国家电网和南方电网高压、超高压电力电缆和特高压导线的主要供应商，导线产品涵盖1100kV及以下特高压高压导线全等级产品。	公司地处杭州，是国网杭州供电公司重要的电缆供应商和技术合作伙伴，具备光通信“光棒—光纤—光缆”一体化产业链，光缆产品通过参与电信运营商招投标实现销售	2026-03-03\|18.72\|2.13\|18.69\|19.91\|18.66\|1261615;2026-03-04\|20.59\|9.99\|16.98\|20.59\|16.98\|982240;2026-03-05\|20.82\|1.12\|21.30\|22.20\|20.44\|1342811;2026-03-06\|19.17\|-7.93\|21.00\|21.21\|19.08\|1238642;2026-03-09\|20.00\|4.33\|19.00\|20.00\|18.15\|1152557;2026-03-10\|20.72\|3.60\|19.89\|21.13\|19.36\|1227993;2026-03-11\|20.60\|-0.58\|20.44\|22.22\|20.31\|1150035;2026-03-12\|20.23\|-1.80\|20.60\|21.20\|20.08\|881626;2026-03-13\|18.98\|-6.18\|19.86\|20.30\|18.78\|813770;2026-03-16\|19.05\|0.37\|18.87\|19.31\|18.30\|518049;2026-03-17\|18.26\|-4.15\|18.90\|18.98\|18.00\|481832;2026-03-18\|20.09\|10.02\|18.37\|20.09\|17.73\|773954;2026-03-19\|19.76\|-1.64\|19.51\|20.81\|19.35\|796139;2026-03-20\|20.08\|1.62\|20.55\|21.14\|19.98\|999610;2026-03-23\|20.43\|1.74\|19.01\|21.58\|19.01\|1067147;2026-03-24\|20.73\|1.47\|21.00\|21.30\|19.44\|1052116;2026-03-25\|22.80\|9.99\|20.73\|22.80\|20.71\|639477;2026-03-26\|22.07\|-3.20\|22.01\|23.41\|21.15\|1168137;2026-03-27\|24.28\|10.01\|21.40\|24.28\|20.68\|844115;2026-03-30\|26.71\|10.01\|24.98\|26.71\|24.98\|599664;2026-03-31\|28.49\|6.66\|27.00\|29.38\|26.70\|1451111;2026-04-01\|28.38\|-0.39\|28.99\|29.35\|25.99\|968503;2026-04-02\|27.88\|-1.76\|28.72\|29.00\|27.60\|750207;2026-04-03\|27.65\|-0.82\|28.69\|30.10\|27.36\|1014728;2026-04-07\|26.89\|-2.75\|27.65\|28.88\|25.98\|991861;2026-04-08\|25.98\|-3.38\|27.01\|27.49\|25.15\|960559;2026-04-09\|26.36\|1.46\|25.87\|26.80\|24.55\|868621;2026-04-10\|24.12\|-8.50\|26.63\|26.65\|24.07\|944259;2026-04-13\|23.64\|-1.99\|24.12\|24.18\|23.28\|612009;2026-04-14\|22.20\|-6.09\|23.93\|25.13\|22.09\|1289312;2026-04-15\|21.62\|-2.61\|22.07\|22.49\|21.53\|813878;2026-04-16\|22.82\|5.55\|21.77\|23.19\|21.40\|909854;2026-04-17\|24.12\|5.70\|22.50\|24.91\|22.36\|1029926;2026-04-20\|25.44\|5.47\|24.32\|26.27\|24.13\|942601;2026-04-21\|25.95\|2.00\|25.00\|26.10\|24.36\|753884;2026-04-22\|28.55\|10.02\|26.42\|28.55\|25.30\|747330;2026-04-23\|31.41\|10.02\|28.86\|31.41\|28.75\|1022903;2026-04-24\|30.56\|-2.71\|31.66\|33.13\|29.98\|1437541;2026-04-27\|30.36\|-0.65\|30.05\|30.64\|28.88\|994582;2026-04-28\|29.06\|-4.28\|29.31\|30.06\|27.76\|625217;2026-04-29\|29.47\|1.41\|29.00\|30.50\|28.00\|966676;2026-04-30\|28.26\|-4.11\|29.10\|29.38\|28.00\|695499;2026-05-06\|31.09\|10.01\|29.26\|31.09\|29.00\|264526;2026-05-07\|34.20\|10.00\|32.62\|34.20\|32.45\|440107;2026-05-08\|37.62\|10.00\|34.48\|37.62\|34.48\|962389;2026-05-11\|37.30\|-0.85\|39.20\|40.00\|35.50\|1300372;2026-05-12\|40.45\|8.45\|37.50\|41.03\|37.30\|1200177;2026-05-13\|39.43\|-2.52\|38.76\|41.24\|38.76\|1005572;2026-05-14\|37.80\|-4.13\|39.48\|39.83\|37.69\|604826;2026-05-15\|36.40\|-3.70\|37.80\|37.98\|36.00\|505105;2026-05-18\|38.60\|6.04\|36.39\|39.48\|36.30\|921704;2026-05-19\|38.71\|0.28\|37.30\|38.87\|35.89\|765659;2026-05-20\|42.58\|10.00\|38.48\|42.58\|37.98\|646994;2026-05-21\|40.27\|-5.43\|43.88\|44.50\|39.85\|1093574;2026-05-22\|40.53\|0.65\|40.30\|42.20\|39.60\|816082;2026-05-25\|37.95\|-6.37\|40.53\|40.53\|36.81\|862636;2026-05-26\|35.16\|-7.35\|37.95\|37.95\|34.27\|736546;2026-05-27\|35.80\|1.82\|35.27\|38.25\|33.72\|1001320;2026-05-28\|38.83\|8.46\|34.94\|39.37\|34.53\|975494;2026-05-29\|42.71\|9.99\|38.00\|42.71\|36.99\|1391338;2026-06-01\|38.44\|-10.00\|40.00\|40.58\|38.44\|761809;2026-06-02\|42.24\|9.89\|36.50\|42.28\|36.50\|1151069;2026-06-03\|43.75\|3.57\|43.93\|45.20\|41.29\|1079017;2026-06-04\|43.58\|-0.39\|42.52\|44.82\|42.01\|817241;2026-06-05\|41.71\|-4.29\|42.50\|46.44\|41.30\|935276;2026-06-08\|39.30\|-5.78\|38.97\|42.04\|38.50\|726997;2026-06-09\|41.25\|4.96\|40.38\|42.28\|39.10\|734101;2026-06-10\|39.90\|-3.27\|40.13\|40.62\|38.10\|563685;2026-06-11\|41.40\|3.76\|39.87\|41.50\|37.98\|717796;2026-06-12\|38.86\|-6.14\|41.00\|42.22\|38.74\|773698;2026-06-15\|42.75\|10.01\|39.50\|42.75\|39.40\|940144;2026-06-16\|47.03\|10.01\|43.98\|47.03\|43.88\|390269;2026-06-17\|51.73\|9.99\|48.00\|51.73\|48.00\|309981;2026-06-18\|51.77\|0.08\|51.00\|53.28\|49.86\|887730;2026-06-22\|55.11\|6.45\|52.81\|55.51\|50.21\|865406;2026-06-23\|52.81\|-4.17\|53.50\|55.70\|52.00\|597061;2026-06-24\|54.48\|3.16\|51.20\|55.38\|51.20\|715817;2026-06-25\|57.19\|4.97\|55.35\|57.21\|53.01\|777217;2026-06-26\|52.00\|-9.07\|56.97\|57.00\|51.47\|759012;2026-06-29\|49.29\|-5.21\|52.21\|52.98\|48.29\|671118;2026-06-30\|49.88\|1.20\|50.40\|50.90\|48.65\|475985;2026-07-01\|49.84\|-0.08\|49.50\|51.38\|47.75\|636421;2026-07-02\|47.59\|-4.51\|47.00\|50.88\|45.01\|614102;2026-07-03\|49.00\|2.96\|47.59\|50.86\|46.60\|549860;2026-07-06\|44.10\|-10.00\|51.00\|51.99\|44.10\|972618;2026-07-07\|39.69\|-10.00\|40.48\|42.00\|39.69\|575757;2026-07-08\|36.50\|-8.04\|39.00\|39.69\|36.50\|849677;2026-07-09\|36.61\|0.30\|37.60\|37.60\|34.30\|894564;2026-07-10\|35.21\|-3.82\|36.30\|39.07\|35.20\|802251
114607	MPO等技术受关注	MPO光连接器+CPO+光纤光缆+深圳国资行业原因：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5月13日互动易，公司“基于CPO技术的高密度超薄多芯MPO插芯关键技术研究”项目属于CPO配套技术，目前已经实现量产出货。 2、据2026年6月1日互动易，公司应用于算力、数据中心设备的高端MPO光连接器市场份额位居行业前列；公司与三大电信运营商和国家电网、南方电网等重要客户长期保持良好的合作关系。 3、公司在光通信行业深耕30余年，“特发信息”品牌已成为国内光纤光缆产品研发和生产领域的知名品牌，公司连续多年蝉联光通信领域多项权威榜单10强。 4、据2025年年度报告，公司最终控制人为深圳市人民政府国有资产监督管理委员会，属于国有控股企业。	深圳国资委控股的特发集团旗下，以光通信产业为主	2026-03-03\|18.46\|-6.10\|19.66\|20.15\|18.37\|1660379;2026-03-04\|19.21\|4.06\|17.80\|19.92\|17.70\|1179316;2026-03-05\|17.51\|-8.85\|19.62\|19.85\|17.40\|1411726;2026-03-06\|17.06\|-2.57\|17.54\|18.00\|16.72\|908235;2026-03-09\|16.47\|-3.46\|16.52\|16.70\|15.39\|1091081;2026-03-10\|17.46\|6.01\|16.38\|17.48\|16.24\|1348283;2026-03-11\|17.47\|0.06\|17.40\|18.55\|17.23\|1575955;2026-03-12\|17.56\|0.52\|17.36\|18.46\|17.07\|1103907;2026-03-13\|17.09\|-2.68\|17.31\|18.26\|17.03\|912175;2026-03-16\|16.67\|-2.46\|17.17\|17.20\|16.26\|687368;2026-03-17\|15.48\|-7.14\|16.75\|16.85\|15.40\|634118;2026-03-18\|15.89\|2.65\|15.74\|15.91\|15.36\|465076;2026-03-19\|15.22\|-4.22\|15.48\|15.81\|15.05\|459591;2026-03-20\|14.64\|-3.81\|15.47\|15.60\|14.59\|480304;2026-03-23\|13.60\|-7.10\|14.28\|14.43\|13.40\|678812;2026-03-24\|14.42\|6.03\|14.00\|14.48\|13.71\|655810;2026-03-25\|15.86\|9.99\|14.95\|15.86\|14.94\|406962;2026-03-26\|15.56\|-1.89\|15.68\|16.28\|15.29\|1299935;2026-03-27\|15.68\|0.77\|15.09\|15.94\|14.90\|807376;2026-03-30\|16.18\|3.19\|15.40\|16.45\|15.22\|1017114;2026-03-31\|17.80\|10.01\|16.05\|17.80\|15.45\|1575523;2026-04-01\|18.45\|3.65\|18.00\|19.05\|17.83\|1977398;2026-04-02\|19.37\|4.99\|17.82\|20.30\|17.77\|2021743;2026-04-03\|18.68\|-3.56\|19.03\|19.60\|18.52\|1432013;2026-04-07\|18.13\|-2.94\|18.37\|19.07\|18.03\|1276095;2026-04-08\|18.98\|4.69\|18.40\|19.05\|17.95\|1436291;2026-04-09\|20.88\|10.01\|18.67\|20.88\|18.10\|1862159;2026-04-10\|19.76\|-5.36\|20.88\|20.99\|19.43\|1830765;2026-04-13\|21.10\|6.78\|19.11\|21.73\|18.88\|1864716;2026-04-14\|20.28\|-3.89\|21.25\|21.51\|19.84\|1673650;2026-04-15\|18.88\|-6.90\|19.99\|20.20\|18.73\|1458129;2026-04-16\|20.77\|10.01\|18.61\|20.77\|18.41\|2125485;2026-04-17\|20.33\|-2.12\|20.74\|20.87\|20.16\|1453391;2026-04-20\|21.03\|3.44\|20.71\|21.32\|20.26\|1531150;2026-04-21\|20.48\|-2.62\|20.43\|21.02\|20.00\|1060652;2026-04-22\|21.25\|3.76\|20.03\|22.20\|19.95\|1517438;2026-04-23\|20.99\|-1.22\|21.01\|21.99\|20.30\|1134080;2026-04-24\|19.97\|-4.86\|20.51\|22.50\|19.60\|1065863;2026-04-27\|20.15\|0.90\|19.63\|20.83\|18.90\|1018323;2026-04-28\|19.25\|-4.47\|20.13\|20.48\|19.01\|746497;2026-04-29\|19.33\|0.42\|19.13\|20.29\|18.88\|557106;2026-04-30\|18.08\|-6.47\|19.36\|19.50\|18.03\|892176;2026-05-06\|18.28\|1.11\|18.45\|18.74\|18.20\|843048;2026-05-07\|20.11\|10.01\|19.80\|20.11\|18.77\|1249888;2026-05-08\|21.07\|4.77\|19.97\|21.22\|19.69\|1608189;2026-05-11\|20.90\|-0.81\|22.12\|22.12\|20.20\|1296737;2026-05-12\|21.55\|3.11\|21.49\|21.92\|20.99\|1547377;2026-05-13\|21.21\|-1.58\|20.84\|22.00\|20.78\|1429726;2026-05-14\|20.45\|-3.58\|21.15\|21.90\|20.45\|1344379;2026-05-15\|19.06\|-6.80\|20.04\|20.95\|18.87\|1058153;2026-05-18\|19.49\|2.26\|18.90\|19.77\|18.80\|714629;2026-05-19\|18.76\|-3.75\|19.00\|19.09\|17.94\|802882;2026-05-20\|19.84\|5.76\|18.60\|20.64\|18.50\|1569139;2026-05-21\|17.99\|-9.32\|19.49\|19.60\|17.86\|1264271;2026-05-22\|18.48\|2.72\|17.99\|18.50\|17.55\|707555;2026-05-25\|18.32\|-0.87\|18.51\|18.72\|17.90\|571086;2026-05-26\|17.43\|-4.86\|18.14\|18.18\|16.88\|633588;2026-05-27\|17.21\|-1.26\|17.40\|18.10\|17.18\|505759;2026-05-28\|17.84\|3.66\|17.02\|18.05\|16.60\|591223;2026-05-29\|18.07\|1.29\|17.88\|18.65\|17.33\|755954;2026-06-01\|17.01\|-5.87\|17.61\|17.71\|17.00\|479583;2026-06-02\|17.74\|4.29\|16.94\|17.96\|16.73\|546745;2026-06-03\|18.06\|1.80\|18.20\|18.76\|17.76\|806483;2026-06-04\|18.53\|2.60\|17.42\|19.35\|17.42\|726961;2026-06-05\|19.92\|7.50\|18.54\|20.38\|18.54\|1786816;2026-06-08\|18.46\|-7.33\|17.93\|19.49\|17.93\|1411132;2026-06-09\|19.53\|5.80\|19.57\|19.83\|18.41\|1034404;2026-06-10\|18.21\|-6.76\|19.22\|19.36\|17.70\|974636;2026-06-11\|17.67\|-2.97\|17.90\|18.75\|17.26\|724756;2026-06-12\|17.10\|-3.23\|18.10\|18.24\|16.92\|836653;2026-06-15\|18.81\|10.00\|17.08\|18.81\|17.08\|1207670;2026-06-16\|19.49\|3.62\|19.37\|19.88\|19.00\|1320033;2026-06-17\|20.66\|6.00\|19.00\|20.83\|19.00\|1346809;2026-06-18\|20.73\|0.34\|20.76\|21.20\|20.33\|1076960;2026-06-22\|22.80\|9.99\|22.01\|22.80\|22.01\|398073;2026-06-23\|25.08\|10.00\|24.75\|25.08\|23.51\|1375005;2026-06-24\|25.33\|1.00\|24.59\|26.05\|24.35\|1861356;2026-06-25\|24.77\|-2.21\|25.33\|25.47\|23.77\|1154074;2026-06-26\|22.29\|-10.01\|24.60\|24.76\|22.29\|913376;2026-06-29\|20.37\|-8.61\|21.89\|22.35\|20.06\|1071879;2026-06-30\|20.84\|2.31\|20.77\|20.95\|19.80\|850963;2026-07-01\|19.60\|-5.95\|20.80\|21.00\|19.39\|868475;2026-07-02\|17.90\|-8.67\|19.02\|19.33\|17.88\|830419;2026-07-03\|17.99\|0.50\|18.13\|19.09\|17.92\|824881;2026-07-06\|18.79\|4.45\|18.36\|19.13\|16.80\|1287650;2026-07-07\|18.18\|-3.25\|18.40\|18.94\|17.91\|749936;2026-07-08\|17.42\|-4.18\|18.31\|18.44\|17.09\|661248;2026-07-09\|18.18\|4.36\|18.70\|18.86\|17.50\|1274132;2026-07-10\|18.00\|-0.99\|18.15\|18.92\|17.88\|1164705
114606	MPO等技术受关注	硅光芯片+CPO+功能性器件行业原因：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5月22日投资者关系活动记录表及2025年6月5日互动易，公司全资子公司可川光子布局高速硅光芯片和光模块，单通道100G硅光芯片已完成首次流片，启动更高速率自研硅光芯片流片计划，为800G/1.6T/3.2T光模块做技术储备；其首条400G/800G高速光模块生产线已正式投产启用。 2、据2026年4月30日年报，公司设立全资子公司可川光子技术苏州有限公司，掌握核心自研设计算法，致力于高速硅光芯片设计和高速光模块的研发、生产。 3、据2026年4月30日年报，公司主营业务为功能性器件的设计、研发、生产和销售，主要产品包括电池类、结构类和光学类功能性器件，客户涵盖ATL、宁德时代、春秋电子等知名企业。	1、知名牛散屠文斌家族举牌公司。 2、子公司可川光子致力于高速硅光芯片和硅光模块的研发和生产，目前首条400G/800G高速光模块生产线已正式投产启用。	2026-03-03\|57.22\|-3.56\|60.33\|61.20\|57.12\|74013;2026-03-04\|57.69\|0.82\|56.00\|58.62\|56.00\|54317;2026-03-05\|59.15\|2.53\|58.78\|60.87\|56.60\|88588;2026-03-06\|58.70\|-0.76\|58.34\|59.89\|55.80\|71111;2026-03-09\|58.00\|-1.19\|56.60\|58.23\|54.50\|70835;2026-03-10\|60.99\|5.16\|59.16\|62.00\|58.93\|97869;2026-03-11\|60.78\|-0.34\|61.20\|63.38\|59.40\|91310;2026-03-12\|59.51\|-2.09\|59.94\|63.78\|58.18\|85972;2026-03-13\|58.30\|-2.03\|58.70\|63.68\|58.00\|123991;2026-03-16\|64.13\|10.00\|58.99\|64.13\|57.30\|99123;2026-03-17\|57.72\|-10.00\|66.00\|66.00\|57.72\|111661;2026-03-18\|63.49\|10.00\|55.50\|63.49\|54.04\|174951;2026-03-19\|66.20\|4.27\|64.19\|68.84\|61.59\|167177;2026-03-20\|61.21\|-7.54\|67.19\|68.00\|61.21\|134387;2026-03-23\|56.99\|-6.89\|58.56\|60.60\|56.05\|86564;2026-03-24\|59.68\|4.72\|58.25\|61.21\|55.77\|97410;2026-03-25\|65.65\|10.00\|60.60\|65.65\|59.85\|73489;2026-03-26\|64.31\|-2.04\|66.00\|68.00\|64.00\|110001;2026-03-27\|64.19\|-0.19\|63.36\|65.55\|60.60\|81821;2026-03-30\|63.66\|-0.83\|63.66\|65.40\|62.31\|59034;2026-03-31\|65.62\|3.08\|62.38\|66.66\|60.07\|121225;2026-04-01\|64.25\|-2.09\|68.00\|68.15\|63.01\|102958;2026-04-02\|62.09\|-3.36\|63.54\|65.45\|61.50\|69145;2026-04-03\|61.46\|-1.01\|63.33\|64.98\|61.36\|73531;2026-04-07\|61.88\|0.68\|60.83\|64.15\|59.50\|80778;2026-04-08\|64.37\|4.02\|63.18\|64.45\|62.19\|95049;2026-04-09\|66.26\|2.94\|63.06\|67.30\|63.06\|94888;2026-04-10\|69.98\|5.61\|67.03\|71.00\|64.67\|141926;2026-04-13\|70.14\|0.23\|68.85\|72.00\|68.01\|115461;2026-04-14\|70.04\|-0.14\|70.03\|71.50\|68.18\|98781;2026-04-15\|68.88\|-1.66\|70.00\|71.32\|68.50\|78061;2026-04-16\|75.77\|10.00\|68.80\|75.77\|68.20\|64468;2026-04-17\|83.35\|10.00\|79.00\|83.35\|78.08\|112518;2026-04-20\|91.69\|10.01\|87.35\|91.69\|83.33\|193844;2026-04-21\|90.30\|-1.52\|92.02\|94.00\|89.06\|133172;2026-04-22\|91.36\|1.17\|90.40\|92.95\|89.00\|99167;2026-04-23\|94.66\|3.61\|91.92\|98.00\|91.90\|112735;2026-04-24\|91.07\|-3.79\|94.00\|96.41\|87.52\|120067;2026-04-27\|88.92\|-2.36\|91.96\|92.49\|87.60\|76057;2026-04-28\|84.94\|-4.48\|88.89\|89.99\|84.13\|63518;2026-04-29\|86.21\|1.50\|84.65\|87.24\|83.50\|48585;2026-04-30\|81.44\|-5.53\|86.00\|87.44\|81.37\|59837;2026-05-06\|84.86\|4.20\|83.48\|87.46\|83.48\|65198;2026-05-07\|85.69\|0.98\|85.35\|88.99\|84.09\|96677;2026-05-08\|89.26\|4.17\|83.44\|89.49\|82.30\|95453;2026-05-11\|86.68\|-2.89\|91.16\|93.49\|85.06\|139383;2026-05-12\|95.35\|10.00\|95.35\|95.35\|95.35\|17476;2026-05-13\|104.89\|10.01\|104.89\|104.89\|104.89\|34297;2026-05-14\|115.38\|10.00\|115.38\|115.38\|111.50\|74914;2026-05-15\|113.47\|-1.66\|114.89\|120.47\|109.08\|183827;2026-05-18\|103.44\|-8.84\|110.00\|115.97\|102.25\|147639;2026-05-19\|104.50\|1.02\|103.00\|106.53\|99.66\|94383;2026-05-20\|102.39\|-2.02\|102.16\|103.44\|100.00\|83557;2026-05-21\|94.18\|-8.02\|104.52\|104.90\|94.18\|101285;2026-05-22\|97.59\|3.62\|96.53\|98.39\|95.26\|63657;2026-05-25\|101.00\|3.49\|99.68\|101.99\|96.88\|92109;2026-05-26\|97.75\|-3.22\|97.01\|99.90\|95.14\|63459;2026-05-27\|91.88\|-6.01\|94.20\|95.30\|90.20\|72623;2026-05-28\|92.85\|1.06\|91.00\|93.36\|89.10\|58599;2026-05-29\|95.14\|2.47\|94.85\|101.11\|90.80\|88610;2026-06-01\|88.01\|-7.49\|94.00\|97.56\|87.59\|76918;2026-06-02\|92.18\|4.74\|90.05\|94.80\|89.77\|64365;2026-06-03\|94.96\|3.02\|95.91\|98.00\|90.91\|109622;2026-06-04\|94.02\|-0.99\|91.33\|97.43\|91.00\|66033;2026-06-05\|88.70\|-5.66\|92.60\|94.57\|88.46\|68128;2026-06-08\|87.56\|-1.29\|85.00\|91.28\|83.88\|54684;2026-06-09\|89.63\|2.36\|89.99\|90.54\|86.71\|49295;2026-06-10\|85.39\|-4.73\|87.85\|88.00\|83.59\|48199;2026-06-11\|85.80\|0.48\|85.18\|87.20\|84.39\|36010;2026-06-12\|82.53\|-3.81\|87.80\|88.00\|82.33\|44372;2026-06-15\|90.78\|10.00\|82.29\|90.78\|82.29\|53726;2026-06-16\|91.53\|0.83\|92.40\|92.80\|89.65\|68765;2026-06-17\|91.84\|0.34\|90.87\|92.55\|90.00\|57350;2026-06-18\|95.68\|4.18\|91.00\|98.40\|90.10\|92308;2026-06-22\|91.10\|-4.79\|95.00\|95.63\|88.61\|84777;2026-06-23\|90.12\|-1.08\|89.79\|92.07\|86.90\|50629;2026-06-24\|89.25\|-0.97\|88.80\|89.88\|86.54\|45540;2026-06-25\|90.00\|0.84\|90.00\|90.85\|86.88\|55709;2026-06-26\|82.89\|-7.90\|88.36\|89.00\|82.82\|56180;2026-06-29\|77.24\|-6.82\|81.02\|83.00\|74.60\|76510;2026-06-30\|80.99\|4.86\|78.00\|81.86\|75.50\|46866;2026-07-01\|76.88\|-5.07\|80.59\|80.80\|76.00\|47287;2026-07-02\|73.33\|-4.62\|74.03\|76.28\|72.86\|38444;2026-07-03\|75.29\|2.67\|72.48\|78.80\|72.48\|46652;2026-07-06\|72.10\|-4.24\|74.72\|75.48\|70.61\|39298;2026-07-07\|68.90\|-4.44\|71.45\|71.78\|67.50\|34841;2026-07-08\|70.63\|2.51\|69.50\|75.13\|69.50\|54523;2026-07-09\|71.80\|1.66\|71.90\|72.39\|66.49\|52725;2026-07-10\|69.48\|-3.23\|71.13\|73.89\|69.24\|37661
114605	MPO等技术受关注	MPO+光纤连接头+机器人+模塑一体化行业原因：据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月4日公告，公司收购久腾通讯科技湖州有限公司51%股权的交易已完成工商变更登记，标的公司主营MPO跳线及核心零部件MT插芯产品的研发及生产。 2、据2026年3月27日异常波动公告，近期资本市场对“光纤”等概念的关注度较高，公司在光通讯领域的产品主要有MPO光纤连接头零部件和适配器、光纤接入盒等，但数据中心MPO项目收入占比较小。 3、据2025年年度报告，公司深耕精密注塑模具领域，已形成“精密注塑模具+注塑件+健康产品”模塑一体化产业链，业务布局汽车、电子/机器人等应用市场。	公司在光通讯领域的产品主要有MPO光纤连接头零部件和适配器、通讯基站塑料壳体、入户光纤设备壳体、光缆通讯壳体、光纤接入盒和接入终端等产品	2026-03-03\|86.01\|-6.53\|91.04\|93.00\|85.00\|55446;2026-03-04\|85.81\|-0.23\|84.53\|86.57\|84.00\|38309;2026-03-05\|86.30\|0.57\|87.13\|89.88\|85.71\|39565;2026-03-06\|86.53\|0.27\|86.31\|88.27\|84.38\|28877;2026-03-09\|81.28\|-6.07\|84.01\|84.28\|78.05\|48264;2026-03-10\|86.55\|6.48\|82.28\|87.99\|81.19\|48717;2026-03-11\|88.51\|2.26\|86.98\|91.85\|85.70\|58950;2026-03-12\|86.69\|-2.06\|88.26\|88.26\|85.14\|30404;2026-03-13\|87.98\|1.49\|85.53\|89.51\|84.01\|32546;2026-03-16\|90.39\|2.74\|87.15\|91.21\|87.01\|40320;2026-03-17\|84.07\|-6.99\|90.40\|90.51\|84.00\|37587;2026-03-18\|89.80\|6.82\|85.30\|90.39\|83.83\|40984;2026-03-19\|86.57\|-3.60\|87.72\|88.60\|85.20\|39212;2026-03-20\|92.48\|6.83\|89.99\|97.93\|89.00\|108823;2026-03-23\|85.31\|-7.75\|90.18\|91.00\|84.42\|69887;2026-03-24\|91.80\|7.61\|88.65\|92.09\|86.00\|59331;2026-03-25\|110.16\|20.00\|96.99\|110.16\|96.41\|118282;2026-03-26\|114.25\|3.71\|112.00\|117.66\|106.85\|128851;2026-03-27\|109.66\|-4.02\|110.69\|112.10\|104.14\|88987;2026-03-30\|103.98\|-5.18\|108.00\|108.00\|100.11\|79786;2026-03-31\|99.60\|-4.21\|102.00\|105.75\|98.00\|67647;2026-04-01\|104.00\|4.42\|107.73\|108.88\|100.38\|76377;2026-04-02\|102.47\|-1.47\|102.88\|106.49\|101.11\|49406;2026-04-03\|101.01\|-1.42\|104.50\|105.20\|100.60\|45446;2026-04-07\|96.78\|-4.19\|101.01\|101.50\|95.58\|47547;2026-04-08\|104.48\|7.96\|103.33\|105.50\|98.06\|76899;2026-04-09\|107.30\|2.70\|101.90\|108.51\|100.70\|55359;2026-04-10\|111.20\|3.63\|106.16\|113.50\|104.78\|80691;2026-04-13\|110.55\|-0.58\|108.00\|115.64\|108.00\|67733;2026-04-14\|115.77\|4.72\|110.79\|117.70\|110.79\|64177;2026-04-15\|118.80\|2.62\|115.77\|121.00\|112.38\|69213;2026-04-16\|119.40\|0.51\|118.80\|122.22\|115.50\|60793;2026-04-17\|117.11\|-1.92\|118.21\|121.68\|116.01\|54626;2026-04-20\|123.72\|5.64\|118.29\|125.37\|116.00\|63869;2026-04-21\|121.40\|-1.88\|121.94\|126.33\|117.32\|49040;2026-04-22\|124.81\|2.81\|120.99\|125.83\|120.04\|36437;2026-04-23\|121.00\|-3.05\|124.06\|125.18\|119.00\|39631;2026-04-24\|114.70\|-5.21\|116.70\|120.62\|113.60\|48525;2026-04-27\|117.37\|2.33\|115.65\|118.75\|115.03\|32610;2026-04-28\|116.50\|-0.74\|115.74\|117.87\|114.10\|27475;2026-04-29\|112.85\|-3.13\|117.70\|118.09\|109.29\|41105;2026-04-30\|118.50\|5.01\|113.70\|120.80\|109.92\|54041;2026-05-06\|115.81\|-2.27\|118.61\|119.90\|115.05\|42841;2026-05-07\|119.30\|3.01\|117.00\|120.90\|116.00\|45321;2026-05-08\|125.00\|4.78\|117.60\|127.44\|115.53\|58137;2026-05-11\|127.24\|1.79\|127.36\|130.00\|123.96\|47372;2026-05-12\|152.69\|20.00\|129.80\|152.69\|127.01\|142750;2026-05-13\|169.00\|10.68\|149.51\|170.63\|148.00\|121458;2026-05-14\|164.71\|-2.54\|167.48\|175.84\|161.30\|105921;2026-05-15\|154.98\|-5.91\|164.22\|166.41\|153.50\|76710;2026-05-18\|153.89\|-0.70\|154.00\|156.13\|147.96\|66875;2026-05-19\|153.00\|-0.58\|153.43\|154.30\|147.22\|56483;2026-05-20\|154.08\|0.71\|151.02\|155.15\|149.03\|55140;2026-05-21\|140.68\|-8.70\|153.01\|154.88\|139.06\|56132;2026-05-22\|146.95\|4.46\|142.94\|149.37\|140.50\|47300;2026-05-25\|147.93\|0.67\|150.60\|150.60\|143.00\|36658;2026-05-26\|141.25\|-4.52\|149.19\|149.19\|138.38\|39659;2026-05-27\|135.46\|-4.10\|141.26\|142.50\|133.83\|31576;2026-05-28\|133.50\|-1.45\|134.64\|136.40\|128.55\|34364;2026-05-29\|121.94\|-8.66\|135.00\|135.70\|121.44\|38968;2026-06-01\|118.50\|-2.82\|121.86\|125.97\|117.94\|38506;2026-06-02\|118.99\|0.41\|118.82\|120.40\|115.34\|33673;2026-06-03\|125.13\|5.16\|122.55\|129.01\|121.35\|53142;2026-06-04\|135.97\|8.66\|129.99\|137.95\|123.20\|76205;2026-06-05\|150.00\|10.32\|136.01\|153.00\|132.60\|98623;2026-06-08\|139.58\|-6.95\|142.09\|152.25\|137.00\|73227;2026-06-09\|158.40\|13.48\|153.00\|162.00\|147.61\|94025;2026-06-10\|154.60\|-2.40\|154.16\|157.19\|150.27\|49213;2026-06-11\|158.89\|2.77\|151.67\|166.90\|151.67\|66637;2026-06-12\|159.82\|0.59\|169.54\|172.50\|156.55\|60861;2026-06-15\|191.78\|20.00\|178.88\|191.78\|163.11\|88217;2026-06-16\|201.09\|4.85\|199.00\|206.96\|195.00\|97608;2026-06-17\|194.86\|-3.10\|198.01\|199.98\|186.00\|72537;2026-06-18\|196.40\|0.79\|190.00\|201.98\|188.00\|67844;2026-06-22\|209.28\|6.56\|213.15\|213.50\|200.01\|68326;2026-06-23\|193.00\|-7.78\|204.53\|204.91\|189.25\|51472;2026-06-24\|144.72\|-2.16\|147.98\|150.88\|141.00\|68673;2026-06-25\|141.24\|-2.40\|147.60\|152.97\|138.80\|86828;2026-06-26\|128.43\|-9.07\|141.55\|142.00\|127.18\|88994;2026-06-29\|120.00\|-6.56\|130.00\|131.83\|117.40\|66592;2026-06-30\|125.42\|4.52\|119.48\|129.33\|118.00\|82895;2026-07-01\|122.24\|-2.54\|124.69\|129.80\|121.03\|54074;2026-07-02\|114.51\|-6.32\|119.42\|121.21\|113.78\|53015;2026-07-03\|116.17\|1.45\|115.66\|119.68\|113.57\|49923;2026-07-06\|114.35\|-1.57\|114.00\|121.00\|112.17\|53054;2026-07-07\|110.08\|-3.73\|115.00\|116.60\|108.00\|42462;2026-07-08\|103.26\|-6.20\|110.00\|111.60\|102.02\|50411;2026-07-09\|105.71\|2.37\|104.86\|106.78\|97.88\|45357;2026-07-10\|113.99\|7.83\|105.60\|119.50\|104.92\|95729
114604	MPO等技术受关注	光通信+CPO+高速铜缆行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年3月28日年报，公司子公司长芯盛旗下拥有FIBBR和iCONEC两大子品牌，其自主研发的应用于有源光缆（AOC）的多通道光电收发芯片占据全球领先市场份额。 2、据2026年4月15日业绩说明会，公司将持续关注CPO共封装光学等技术发展趋势，结合自身能力做好相关技术和业务储备。 3、据2026年3月28日年报，公司产品覆盖高速铜缆DAC/ACC/AEC，未来将为更多元化场景提供解决方案，已向多家互联网客户批量供货多种速率产品，是北美超大规模云服务商的核心供应商。	集成光电子器件研发生产企业；公司主要为全球范围内高速发展的光纤通信网络和互联网数据中心（IDC）市场提供高质量的光信号功率和波长管理器件以及高速光收发模块	2026-03-03\|156.43\|-0.25\|159.00\|167.96\|156.00\|292167;2026-03-04\|152.29\|-2.65\|151.02\|159.37\|151.02\|169268;2026-03-05\|148.30\|-2.62\|155.02\|155.80\|146.66\|223926;2026-03-06\|149.85\|1.05\|148.24\|156.29\|143.14\|227115;2026-03-09\|141.76\|-5.40\|143.58\|144.70\|133.60\|222990;2026-03-10\|153.78\|8.48\|144.54\|153.96\|144.31\|262122;2026-03-11\|164.31\|6.85\|158.01\|174.86\|158.00\|418301;2026-03-12\|165.65\|0.82\|162.67\|175.00\|161.61\|276553;2026-03-13\|158.85\|-4.11\|162.08\|165.58\|156.50\|180253;2026-03-16\|160.98\|1.34\|159.25\|167.00\|156.68\|218726;2026-03-17\|144.15\|-10.45\|162.00\|162.00\|144.02\|267517;2026-03-18\|151.30\|4.96\|149.02\|151.88\|144.20\|168453;2026-03-19\|143.56\|-5.12\|145.31\|149.33\|141.95\|202114;2026-03-20\|146.13\|1.79\|148.90\|156.50\|145.00\|287470;2026-03-23\|136.07\|-6.88\|141.40\|144.33\|135.26\|198876;2026-03-24\|142.03\|4.38\|139.96\|142.67\|135.27\|185619;2026-03-25\|152.41\|7.31\|149.84\|154.79\|147.55\|270155;2026-03-26\|148.77\|-2.39\|150.02\|156.49\|148.12\|157358;2026-03-27\|150.70\|1.30\|145.73\|154.82\|142.25\|192929;2026-03-30\|159.31\|5.71\|146.71\|161.00\|146.71\|265079;2026-03-31\|153.15\|-3.87\|156.03\|158.24\|149.00\|237104;2026-04-01\|159.43\|4.10\|158.82\|160.26\|154.21\|231474;2026-04-02\|157.88\|-0.97\|157.12\|163.33\|156.23\|192220;2026-04-03\|165.18\|4.62\|161.30\|172.60\|160.14\|285764;2026-04-07\|181.10\|9.64\|169.05\|186.66\|168.90\|325995;2026-04-08\|206.39\|13.96\|190.00\|207.80\|190.00\|334937;2026-04-09\|231.86\|12.34\|200.11\|233.00\|200.11\|314150;2026-04-10\|223.80\|-3.48\|229.96\|233.80\|216.16\|328492;2026-04-13\|225.00\|0.54\|223.32\|227.25\|214.82\|270593;2026-04-14\|231.37\|2.83\|229.00\|238.35\|227.88\|241471;2026-04-15\|236.80\|2.35\|228.86\|244.89\|228.19\|225607;2026-04-16\|241.26\|1.88\|236.67\|246.78\|233.45\|176086;2026-04-17\|260.05\|7.79\|246.09\|261.88\|245.00\|234508;2026-04-20\|256.38\|-1.41\|253.50\|262.49\|245.97\|234511;2026-04-21\|264.85\|3.30\|253.98\|266.00\|253.14\|156795;2026-04-22\|279.26\|5.44\|267.00\|279.98\|265.68\|166086;2026-04-23\|270.96\|-2.97\|279.33\|290.00\|266.00\|231376;2026-04-24\|260.10\|-4.01\|265.15\|270.95\|253.18\|220679;2026-04-27\|255.14\|-1.91\|260.10\|265.00\|252.61\|162619;2026-04-28\|246.96\|-3.21\|258.31\|259.68\|244.98\|149699;2026-04-29\|247.50\|0.22\|246.08\|251.73\|239.39\|150301;2026-04-30\|256.69\|3.71\|254.50\|263.22\|250.50\|206006;2026-05-06\|252.48\|-1.64\|261.00\|264.79\|250.00\|227621;2026-05-07\|273.29\|8.24\|265.00\|279.94\|257.00\|207043;2026-05-08\|274.71\|0.52\|263.00\|278.80\|261.00\|160408;2026-05-11\|275.67\|0.35\|278.46\|282.00\|270.50\|163450;2026-05-12\|271.80\|-1.40\|278.00\|285.00\|269.01\|148767;2026-05-13\|273.10\|0.48\|266.50\|279.80\|264.12\|145800;2026-05-14\|266.99\|-2.24\|275.00\|282.00\|266.99\|142188;2026-05-15\|251.40\|-5.84\|267.34\|276.20\|250.00\|189620;2026-05-18\|251.98\|0.23\|249.35\|258.60\|243.00\|129446;2026-05-19\|239.32\|-5.02\|249.00\|249.97\|229.88\|195175;2026-05-20\|242.11\|1.17\|239.36\|242.97\|233.00\|157162;2026-05-21\|231.47\|-4.39\|244.75\|247.22\|231.00\|150294;2026-05-22\|240.30\|3.81\|236.10\|241.40\|233.05\|125835;2026-05-25\|246.00\|2.37\|233.11\|246.58\|233.00\|165622;2026-05-26\|236.13\|-4.01\|244.00\|245.04\|232.50\|126707;2026-05-27\|230.96\|-2.19\|235.87\|239.98\|227.64\|117110;2026-05-28\|240.15\|3.98\|232.00\|242.63\|222.40\|154320;2026-05-29\|249.21\|3.77\|240.77\|260.00\|240.00\|306342;2026-06-01\|219.34\|-11.99\|241.78\|243.64\|218.00\|259619;2026-06-02\|234.60\|6.96\|224.00\|240.35\|218.99\|201911;2026-06-03\|244.90\|4.39\|243.48\|253.60\|238.01\|240713;2026-06-04\|230.00\|-6.08\|238.42\|240.00\|227.13\|210775;2026-06-05\|219.00\|-4.78\|228.51\|237.98\|217.00\|193495;2026-06-08\|213.00\|-2.74\|208.08\|227.78\|206.00\|165964;2026-06-09\|238.83\|12.13\|215.79\|239.58\|213.79\|240054;2026-06-10\|229.17\|-4.04\|234.20\|238.18\|224.55\|151226;2026-06-11\|225.00\|-1.82\|229.44\|238.18\|221.17\|130871;2026-06-12\|224.03\|-0.43\|232.00\|233.48\|223.60\|154513;2026-06-15\|268.84\|20.00\|229.00\|268.84\|229.00\|262910;2026-06-16\|283.30\|5.38\|286.77\|301.62\|282.21\|287091;2026-06-17\|269.88\|-4.74\|280.01\|286.01\|262.16\|233042;2026-06-18\|281.99\|4.49\|266.30\|287.18\|266.30\|272998;2026-06-22\|298.09\|5.71\|300.00\|309.98\|290.31\|277316;2026-06-23\|286.02\|-4.05\|290.00\|309.60\|282.90\|229808;2026-06-24\|282.23\|-1.33\|288.42\|299.97\|275.86\|211377;2026-06-25\|281.90\|-0.12\|287.87\|290.00\|274.59\|190436;2026-06-26\|262.65\|-6.83\|278.00\|286.48\|262.31\|208699;2026-06-29\|253.19\|-3.60\|262.00\|268.96\|243.58\|142255;2026-06-30\|278.00\|9.80\|255.00\|280.90\|255.00\|177718;2026-07-01\|254.00\|-8.63\|275.00\|279.98\|248.50\|177065;2026-07-02\|222.00\|-12.60\|241.33\|245.00\|220.00\|174041;2026-07-03\|221.01\|-0.45\|220.00\|231.55\|218.99\|136799;2026-07-06\|214.13\|-3.11\|224.00\|225.00\|205.00\|126564;2026-07-07\|210.88\|-1.52\|214.13\|216.95\|204.10\|96947;2026-07-08\|220.99\|4.79\|215.50\|226.50\|208.95\|161796;2026-07-09\|232.70\|5.30\|226.00\|233.51\|213.10\|170364;2026-07-10\|221.79\|-4.69\|236.00\|241.99\|221.49\|140700
114603	MPO等技术受关注	3.2T硅光NPO+CPO+定增+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年5月14日及5月15日互动易，公司在2026年3月OFC展会上推出全球首款3.2T硅光单模NPO模块，并已在国内头部CSP厂商完成全系列验证。 2、据2026年5月15日投资者关系管理信息，公司积极投入共封装光学CPO相关光器件及连接方案研发，1.6T光模块产品已具备批量交付能力。 3、据2026年6月11日公告，公司向特定对象发行股票募集资金约34.85亿元，新增股份已于2026年6月16日上市，拟用于扩充高速光模块及光芯片产能。 4、据2026年4月17日公告及2025年年度报告，公司实控人为国务院国资委，控股股东拟变更为芯珂技术，实控人不变；公司2026年一季度归母净利润同比增长59.76%。	1、光模块龙头之一，字节跳动是公司重要客户；此前联合思科推出1.6T硅光模块，发布OCS全光交换机； 2、公司是浸没液冷智算产业发展联盟会员单位，是相关标准、工艺研究和实践的重要参与者之一，目前已有相关产品发布，可以提供全套的液冷光模块产品	2026-03-03\|76.41\|-0.79\|78.20\|80.70\|76.24\|721716;2026-03-04\|77.85\|1.88\|73.45\|80.21\|73.45\|590366;2026-03-05\|78.92\|1.37\|79.14\|82.35\|75.33\|728110;2026-03-06\|80.11\|1.51\|78.92\|82.80\|77.38\|667626;2026-03-09\|78.33\|-2.22\|77.95\|78.86\|72.33\|645191;2026-03-10\|86.16\|10.00\|78.99\|86.16\|78.99\|554095;2026-03-11\|91.49\|6.19\|90.68\|93.08\|89.00\|1025475;2026-03-12\|98.82\|8.01\|91.54\|100.64\|91.54\|1147568;2026-03-13\|88.94\|-10.00\|93.10\|94.99\|88.94\|886078;2026-03-16\|83.50\|-6.12\|84.50\|85.30\|81.23\|774759;2026-03-17\|79.28\|-5.05\|83.60\|83.96\|78.50\|574346;2026-03-18\|83.60\|5.45\|81.00\|83.77\|80.65\|540440;2026-03-19\|84.42\|0.98\|82.04\|86.65\|81.81\|598972;2026-03-20\|83.08\|-1.59\|86.90\|87.50\|83.01\|592419;2026-03-23\|79.01\|-4.90\|80.04\|82.89\|78.50\|446224;2026-03-24\|79.87\|1.09\|79.50\|80.55\|76.67\|418796;2026-03-25\|86.45\|8.24\|82.88\|87.86\|82.50\|751892;2026-03-26\|85.00\|-1.68\|84.77\|88.47\|84.37\|540078;2026-03-27\|84.50\|-0.59\|83.56\|86.50\|81.38\|438905;2026-03-30\|88.10\|4.26\|83.69\|89.80\|83.30\|607038;2026-03-31\|84.30\|-4.31\|87.18\|87.18\|83.84\|437757;2026-04-01\|86.98\|3.18\|86.60\|89.00\|85.30\|453374;2026-04-02\|83.90\|-3.54\|85.81\|88.45\|83.40\|430388;2026-04-03\|90.39\|7.74\|85.02\|91.95\|85.00\|840587;2026-04-07\|92.36\|2.18\|92.00\|97.80\|91.90\|630705;2026-04-08\|98.26\|6.39\|95.60\|99.08\|94.08\|694745;2026-04-09\|108.09\|10.00\|96.13\|108.09\|96.09\|891018;2026-04-10\|107.82\|-0.25\|111.72\|112.10\|106.06\|998530;2026-04-13\|113.73\|5.48\|107.29\|115.88\|107.29\|707895;2026-04-14\|111.40\|-2.05\|113.50\|114.36\|110.20\|650000;2026-04-15\|106.70\|-4.22\|111.60\|112.56\|105.60\|617794;2026-04-16\|106.21\|-0.46\|107.20\|108.35\|105.91\|434191;2026-04-17\|116.83\|10.00\|110.99\|116.83\|110.11\|623611;2026-04-20\|120.05\|2.76\|122.00\|125.66\|119.38\|764715;2026-04-21\|121.79\|1.45\|119.00\|123.31\|116.39\|582583;2026-04-22\|123.97\|1.79\|121.50\|125.60\|120.50\|793417;2026-04-23\|131.68\|6.22\|124.85\|134.99\|123.51\|1102421;2026-04-24\|128.70\|-2.26\|129.70\|135.67\|123.00\|868011;2026-04-27\|134.52\|4.52\|131.34\|141.46\|130.30\|775792;2026-04-28\|137.00\|1.84\|131.92\|140.99\|130.50\|635764;2026-04-29\|132.87\|-3.01\|132.53\|137.30\|128.90\|568577;2026-04-30\|144.28\|8.59\|135.52\|146.16\|135.01\|802115;2026-05-06\|150.82\|4.53\|147.16\|158.30\|147.16\|694668;2026-05-07\|164.29\|8.93\|152.70\|165.90\|147.01\|708803;2026-05-08\|180.72\|10.00\|160.00\|180.72\|158.64\|821824;2026-05-11\|198.79\|10.00\|188.00\|198.79\|183.02\|770319;2026-05-12\|201.50\|1.36\|200.00\|208.80\|194.80\|852771;2026-05-13\|197.97\|-1.75\|196.01\|203.70\|191.18\|792201;2026-05-14\|203.80\|2.94\|198.96\|212.80\|196.01\|830338;2026-05-15\|196.49\|-3.59\|200.00\|203.79\|183.50\|907859;2026-05-18\|209.90\|6.82\|195.00\|214.83\|195.00\|675120;2026-05-19\|230.89\|10.00\|209.50\|230.89\|203.01\|835834;2026-05-20\|236.40\|2.39\|229.01\|246.80\|226.24\|767456;2026-05-21\|217.30\|-8.08\|230.15\|231.64\|212.76\|899149;2026-05-22\|215.87\|-0.66\|213.00\|219.18\|210.00\|680332;2026-05-25\|223.98\|3.76\|213.00\|226.30\|203.10\|739500;2026-05-26\|206.72\|-7.71\|218.18\|218.60\|205.20\|664812;2026-05-27\|202.70\|-1.94\|202.00\|213.72\|200.10\|562914;2026-05-28\|214.90\|6.02\|200.00\|219.12\|197.58\|675598;2026-05-29\|203.95\|-5.10\|213.82\|219.19\|202.45\|578014;2026-06-01\|204.30\|0.17\|208.06\|213.85\|202.00\|520073;2026-06-02\|215.11\|5.29\|201.00\|217.66\|198.00\|722634;2026-06-03\|224.00\|4.13\|220.05\|234.00\|216.80\|906134;2026-06-04\|220.56\|-1.54\|215.83\|227.20\|215.83\|513551;2026-06-05\|227.58\|3.18\|219.96\|238.67\|218.11\|736104;2026-06-08\|206.99\|-9.05\|210.00\|218.97\|206.00\|601099;2026-06-09\|210.22\|1.56\|212.68\|214.98\|199.05\|575898;2026-06-10\|202.60\|-3.62\|203.80\|207.50\|199.21\|414457;2026-06-11\|205.40\|1.38\|201.70\|210.71\|201.70\|418718;2026-06-12\|204.97\|-0.21\|210.15\|211.10\|202.60\|431117;2026-06-15\|225.47\|10.00\|206.88\|225.47\|205.05\|593673;2026-06-16\|230.01\|2.01\|233.50\|237.89\|226.00\|563868;2026-06-17\|242.00\|5.21\|225.01\|246.00\|224.47\|504365;2026-06-18\|266.20\|10.00\|241.99\|266.20\|240.00\|409674;2026-06-22\|276.08\|3.71\|279.00\|279.00\|260.00\|684807;2026-06-23\|266.90\|-3.33\|273.01\|278.00\|262.47\|437195;2026-06-24\|266.36\|-0.20\|262.47\|272.44\|260.00\|422133;2026-06-25\|261.46\|-1.84\|266.50\|271.12\|256.00\|554857;2026-06-26\|240.34\|-8.08\|256.00\|256.27\|237.00\|551818;2026-06-29\|235.94\|-1.83\|240.34\|248.93\|225.00\|530446;2026-06-30\|256.94\|8.90\|237.11\|259.00\|230.30\|574915;2026-07-01\|242.43\|-5.65\|258.00\|264.88\|239.00\|485921;2026-07-02\|218.19\|-10.00\|227.00\|229.87\|218.19\|359960;2026-07-03\|217.33\|-0.39\|210.00\|228.45\|205.11\|402980;2026-07-06\|209.03\|-3.82\|217.33\|218.98\|205.36\|342564;2026-07-07\|221.67\|6.05\|209.11\|226.85\|208.00\|470832;2026-07-08\|216.81\|-2.19\|224.65\|226.02\|213.32\|394814;2026-07-09\|238.49\|10.00\|224.01\|238.49\|217.45\|477111;2026-07-10\|233.45\|-2.11\|250.96\|258.66\|233.45\|586933
114602	MPO等技术受关注	光通信芯片+火腿龙头+休闲食品+分红实施行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2025年10月28日公告，公司全资子公司福建金字半导体以1亿元增资中晟微电子，持股9.0909%，标的公司专注400G/800G/1.6T高速光模块核心电芯片TIA/Driver研发设计，产品用于AI、云计算及数据中心。 2、据2026年4月28日年报，公司是中国火腿行业龙头，主营中式火腿、欧式发酵火腿及香肠腊肉等特色肉制品；2026年计划完成新工厂搬迁，重点开发休闲肉制品、即食产品及跨界融合创新产品，推动向综合性肉制品企业转型。 3、据2026年5月8日投资者关系活动记录表，公司新的智能化工厂将投入使用，以提高产能上限及生产效率，并将在巩固线下商超、连锁餐饮合作的同时，通过电商及社交媒体拓展线上渠道。 4、据2026年5月26日及6月2日公告，公司2025年年度权益分派已于2026年6月2日除权除息，向全体股东每10股派0.1元。	全资子公司拟不超过3亿元取得中晟微电子不超过20%股权，后者专注于高速光模块核心电芯片的研发设计	2026-03-03\|5.67\|-4.06\|5.92\|5.94\|5.65\|259585;2026-03-04\|5.70\|0.53\|5.61\|5.75\|5.55\|191194;2026-03-05\|5.77\|1.23\|5.75\|5.86\|5.72\|170929;2026-03-06\|5.79\|0.35\|5.74\|5.83\|5.70\|153464;2026-03-09\|5.85\|1.04\|5.74\|5.90\|5.63\|326500;2026-03-10\|6.10\|4.27\|5.82\|6.19\|5.82\|542182;2026-03-11\|6.35\|4.10\|6.09\|6.47\|6.02\|864188;2026-03-12\|6.34\|-0.16\|6.39\|6.43\|6.19\|414833;2026-03-13\|6.21\|-2.05\|6.30\|6.39\|6.20\|268090;2026-03-16\|6.08\|-2.09\|6.21\|6.22\|6.01\|277721;2026-03-17\|5.89\|-3.12\|6.08\|6.10\|5.86\|280156;2026-03-18\|5.93\|0.68\|5.91\|5.96\|5.85\|166556;2026-03-19\|5.91\|-0.34\|5.86\|6.00\|5.84\|228495;2026-03-20\|5.90\|-0.17\|5.95\|6.14\|5.90\|244399;2026-03-23\|5.68\|-3.73\|5.78\|5.90\|5.52\|330608;2026-03-24\|5.72\|0.70\|5.76\|5.80\|5.59\|153345;2026-03-25\|5.83\|1.92\|5.74\|5.97\|5.73\|182471;2026-03-26\|5.74\|-1.54\|5.81\|5.86\|5.60\|156240;2026-03-27\|5.79\|0.87\|5.65\|5.82\|5.65\|129054;2026-03-30\|5.65\|-2.42\|5.72\|5.76\|5.57\|202473;2026-03-31\|5.55\|-1.77\|5.67\|5.73\|5.55\|138373;2026-04-01\|5.65\|1.80\|5.63\|5.77\|5.60\|177534;2026-04-02\|5.53\|-2.12\|5.64\|5.71\|5.52\|184805;2026-04-03\|5.38\|-2.71\|5.55\|5.56\|5.37\|159243;2026-04-07\|5.59\|3.90\|5.37\|5.65\|5.37\|228608;2026-04-08\|5.74\|2.68\|5.69\|5.82\|5.68\|269553;2026-04-09\|5.61\|-2.26\|5.70\|5.74\|5.55\|225627;2026-04-10\|5.67\|1.07\|5.70\|5.74\|5.63\|160015;2026-04-13\|6.24\|10.05\|5.65\|6.24\|5.62\|1019481;2026-04-14\|6.03\|-3.37\|6.17\|6.24\|5.94\|1042261;2026-04-15\|5.90\|-2.16\|6.00\|6.02\|5.88\|484660;2026-04-16\|5.92\|0.34\|5.93\|6.05\|5.83\|473152;2026-04-17\|6.40\|8.11\|5.92\|6.50\|5.89\|1341864;2026-04-20\|6.39\|-0.16\|6.40\|6.45\|6.10\|945043;2026-04-21\|6.39\|0.00\|6.38\|6.42\|6.22\|528372;2026-04-22\|6.56\|2.66\|6.40\|6.78\|6.35\|984341;2026-04-23\|6.57\|0.15\|6.44\|6.85\|6.43\|984114;2026-04-24\|6.37\|-3.04\|6.57\|6.60\|6.31\|621821;2026-04-27\|6.21\|-2.51\|6.37\|6.79\|6.15\|601986;2026-04-28\|6.15\|-0.97\|6.15\|6.23\|6.04\|401112;2026-04-29\|6.32\|2.76\|6.08\|6.36\|5.96\|650324;2026-04-30\|6.52\|3.16\|6.25\|6.54\|6.07\|982732;2026-05-06\|7.10\|8.90\|6.49\|7.16\|6.48\|1468602;2026-05-07\|7.56\|6.48\|7.31\|7.70\|7.25\|1475887;2026-05-08\|7.46\|-1.32\|7.51\|7.63\|7.32\|921044;2026-05-11\|7.60\|1.88\|7.42\|7.80\|7.40\|948795;2026-05-12\|7.24\|-4.74\|7.60\|7.65\|7.16\|866515;2026-05-13\|7.15\|-1.24\|7.20\|7.28\|7.01\|658133;2026-05-14\|7.10\|-0.70\|7.20\|7.37\|7.04\|727933;2026-05-15\|6.80\|-4.23\|7.14\|7.20\|6.72\|787270;2026-05-18\|7.48\|10.00\|7.21\|7.48\|6.80\|1528760;2026-05-19\|7.70\|2.94\|7.61\|8.10\|7.61\|1764695;2026-05-20\|7.41\|-3.77\|7.71\|7.75\|7.37\|909322;2026-05-21\|6.85\|-7.56\|7.41\|7.47\|6.74\|1050818;2026-05-22\|6.93\|1.17\|6.87\|7.15\|6.85\|680754;2026-05-25\|7.00\|1.01\|6.89\|7.00\|6.64\|643361;2026-05-26\|6.68\|-4.57\|6.89\|7.00\|6.55\|602550;2026-05-27\|6.49\|-2.84\|6.67\|6.87\|6.29\|605284;2026-05-28\|6.39\|-1.54\|6.40\|6.50\|6.25\|532795;2026-05-29\|6.16\|-3.60\|6.47\|6.57\|6.08\|526041;2026-06-01\|6.24\|1.30\|6.10\|6.30\|5.98\|421101;2026-06-02\|6.85\|9.95\|6.22\|6.85\|6.04\|981812;2026-06-03\|6.96\|1.61\|6.84\|7.17\|6.70\|1211272;2026-06-04\|6.92\|-0.57\|6.94\|7.05\|6.75\|680438;2026-06-05\|6.68\|-3.47\|7.10\|7.10\|6.58\|733991;2026-06-08\|6.69\|0.15\|6.40\|6.90\|6.37\|669104;2026-06-09\|7.36\|10.01\|6.82\|7.36\|6.82\|843410;2026-06-10\|7.42\|0.82\|7.51\|7.84\|7.33\|1541618;2026-06-11\|7.53\|1.48\|7.43\|7.69\|7.34\|733656;2026-06-12\|7.53\|0.00\|7.73\|7.83\|7.29\|683797;2026-06-15\|8.28\|9.96\|8.09\|8.28\|7.57\|1245754;2026-06-16\|9.11\|10.02\|8.82\|9.11\|8.50\|669384;2026-06-17\|9.47\|3.95\|8.99\|9.84\|8.85\|2505059;2026-06-18\|9.63\|1.69\|9.01\|9.68\|9.01\|1243495;2026-06-22\|10.22\|6.13\|9.60\|10.50\|9.45\|1416462;2026-06-23\|10.34\|1.17\|10.16\|10.94\|10.00\|1065585;2026-06-24\|10.61\|2.61\|10.44\|10.70\|10.25\|818070;2026-06-25\|11.60\|9.33\|10.91\|11.67\|10.63\|1426995;2026-06-26\|10.98\|-5.34\|11.58\|11.65\|10.75\|1261674;2026-06-29\|10.04\|-8.56\|11.09\|11.17\|9.88\|1278068;2026-06-30\|10.01\|-0.30\|10.01\|10.51\|9.90\|1005310;2026-07-01\|10.32\|3.10\|10.03\|10.75\|10.03\|876984;2026-07-02\|9.90\|-4.07\|10.01\|10.62\|9.87\|871264;2026-07-03\|9.57\|-3.33\|9.80\|9.93\|9.45\|612492;2026-07-06\|9.14\|-4.49\|9.60\|9.71\|8.81\|755882;2026-07-07\|9.03\|-1.20\|9.05\|9.34\|8.93\|459893;2026-07-08\|8.75\|-3.10\|9.03\|9.08\|8.61\|466817;2026-07-09\|8.83\|0.91\|8.89\|8.95\|8.47\|634332;2026-07-10\|8.39\|-4.98\|8.92\|9.20\|8.39\|638542
114601	MPO等技术受关注	MPO连接器龙头+光纤概念+CPO 行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年3月31日年报，公司重点推进光纤路由柔性板在CPO中的应用，并已参与国外多家厂商的CPO方案研发与试制工作；据2026年6月10日互动易，公司业务优势主要体现在光无源产品。 2、据一财2026年6月9日报道，亚马逊与康宁签下数十亿美元光纤采购协议，全球AI算力基建对光纤需求激增；据2026年3月31日年报，公司是全球最大的光密集连接产品制造商之一，高密度光纤连接器等核心产品广泛应用于全球大型数据中心。 3、据2026年3月31日年报，公司MTP/MPO高密度光纤连接器技术水平行业领先，是全球MPO/MTP连接器核心供应商，外销营收占比达77.33%。	1、公司产品包括高速铜缆连接器，400G DAC有实际销售； 2、公司主营产品包括各种光通信器件及其集成功能模块、光传感产品及解决方案；400G光模块产品有少量出货，800G光模块产品测试中	2026-03-03\|135.75\|-2.50\|142.92\|145.50\|135.50\|223890;2026-03-04\|131.99\|-2.77\|132.00\|135.72\|130.00\|155638;2026-03-05\|128.99\|-2.27\|135.69\|135.70\|127.21\|227699;2026-03-06\|127.70\|-1.00\|130.00\|131.27\|124.10\|162720;2026-03-09\|120.78\|-5.42\|123.46\|123.88\|115.54\|199464;2026-03-10\|130.06\|7.68\|124.71\|130.93\|124.10\|220380;2026-03-11\|129.80\|-0.20\|131.00\|136.50\|128.90\|218748;2026-03-12\|132.37\|1.98\|130.19\|136.80\|127.87\|261972;2026-03-13\|127.90\|-3.38\|129.01\|131.92\|127.00\|158332;2026-03-16\|126.11\|-1.40\|126.56\|128.41\|124.00\|152564;2026-03-17\|113.84\|-9.73\|126.12\|126.20\|112.80\|289340;2026-03-18\|117.50\|3.21\|115.79\|117.96\|113.58\|165869;2026-03-19\|117.26\|-0.20\|115.01\|120.68\|115.01\|197966;2026-03-20\|119.16\|1.62\|120.28\|125.20\|118.30\|280990;2026-03-23\|111.66\|-6.29\|115.59\|119.00\|110.30\|195308;2026-03-24\|114.70\|2.72\|114.95\|116.00\|110.15\|185123;2026-03-25\|119.21\|3.93\|118.10\|121.47\|117.13\|232991;2026-03-26\|117.32\|-1.59\|117.50\|122.78\|116.36\|211174;2026-03-27\|118.27\|0.81\|112.27\|120.46\|111.18\|187860;2026-03-30\|117.21\|-0.90\|115.90\|117.90\|113.42\|145293;2026-03-31\|107.66\|-8.15\|111.82\|112.00\|106.03\|253049;2026-04-01\|110.92\|3.03\|110.40\|111.00\|107.85\|203474;2026-04-02\|112.02\|0.99\|109.32\|116.90\|108.85\|220858;2026-04-03\|112.51\|0.44\|115.00\|116.55\|112.12\|213383;2026-04-07\|115.02\|2.23\|112.66\|117.50\|112.66\|208034;2026-04-08\|122.95\|6.89\|117.44\|123.41\|116.51\|302493;2026-04-09\|128.29\|4.34\|121.00\|129.89\|120.42\|344804;2026-04-10\|127.15\|-0.89\|129.00\|129.35\|124.60\|337281;2026-04-13\|136.60\|7.43\|124.85\|138.59\|124.81\|393892;2026-04-14\|136.42\|-0.13\|134.99\|137.39\|132.08\|345757;2026-04-15\|130.03\|-4.68\|135.20\|136.26\|128.88\|272654;2026-04-16\|134.52\|3.45\|130.78\|136.37\|130.53\|248159;2026-04-17\|141.22\|4.98\|133.97\|142.86\|133.60\|341233;2026-04-20\|137.45\|-2.67\|143.00\|143.00\|136.01\|292876;2026-04-21\|143.10\|4.11\|133.35\|144.88\|132.94\|272032;2026-04-22\|145.50\|1.68\|143.24\|151.33\|143.10\|284595;2026-04-23\|135.03\|-7.20\|145.72\|147.60\|134.00\|304709;2026-04-24\|134.10\|-0.69\|129.95\|135.98\|127.24\|304880;2026-04-27\|149.82\|11.72\|135.20\|150.66\|135.00\|422818;2026-04-28\|142.62\|-4.81\|149.00\|152.32\|140.90\|212311;2026-04-29\|138.27\|-3.05\|140.00\|142.52\|135.67\|176482;2026-04-30\|135.92\|-1.70\|140.71\|144.52\|135.60\|187779;2026-05-06\|143.87\|5.85\|138.51\|151.05\|137.00\|277020;2026-05-07\|150.05\|4.30\|155.05\|158.08\|145.70\|380709;2026-05-08\|162.10\|8.03\|145.95\|167.99\|145.33\|417918;2026-05-11\|178.80\|10.30\|163.62\|183.37\|161.00\|414734;2026-05-12\|176.71\|-1.17\|182.46\|192.00\|175.13\|336687;2026-05-13\|178.33\|0.92\|174.00\|178.76\|170.38\|308045;2026-05-14\|175.55\|-1.56\|180.01\|187.70\|175.34\|347694;2026-05-15\|160.40\|-8.63\|177.00\|177.88\|160.25\|369828;2026-05-18\|160.33\|-0.04\|160.00\|164.55\|154.54\|227021;2026-05-19\|155.20\|-3.20\|155.00\|156.97\|148.00\|253965;2026-05-20\|161.10\|3.80\|153.00\|164.43\|152.00\|282817;2026-05-21\|148.52\|-7.81\|162.50\|162.50\|148.01\|242983;2026-05-22\|161.42\|8.69\|151.00\|162.00\|150.66\|271162;2026-05-25\|163.20\|1.10\|163.00\|163.48\|156.66\|236429;2026-05-26\|161.67\|-0.94\|164.00\|168.48\|157.12\|205061;2026-05-27\|161.96\|0.18\|158.01\|166.18\|153.30\|255863;2026-05-28\|170.40\|5.21\|158.00\|172.00\|154.35\|291631;2026-05-29\|165.42\|-2.92\|172.00\|181.29\|161.40\|257712;2026-06-01\|147.75\|-10.68\|162.34\|165.66\|147.70\|211014;2026-06-02\|160.85\|8.87\|147.99\|163.95\|146.00\|243841;2026-06-03\|168.80\|4.94\|169.99\|181.88\|165.00\|359226;2026-06-04\|171.67\|1.70\|168.31\|178.02\|168.31\|206165;2026-06-05\|168.38\|-1.92\|172.00\|180.50\|167.00\|264737;2026-06-08\|153.90\|-8.60\|151.05\|161.50\|151.05\|206247;2026-06-09\|181.71\|18.07\|158.00\|184.68\|156.24\|402270;2026-06-10\|170.00\|-6.44\|178.57\|179.60\|168.00\|260521;2026-06-11\|177.58\|4.46\|173.00\|184.99\|169.00\|319499;2026-06-12\|185.08\|4.22\|183.00\|192.75\|175.00\|387958;2026-06-15\|222.10\|20.00\|203.23\|222.10\|203.01\|302354;2026-06-16\|263.29\|18.55\|245.06\|263.60\|245.06\|408702;2026-06-17\|265.99\|1.03\|261.50\|272.40\|256.27\|316965;2026-06-18\|268.60\|0.98\|265.00\|269.02\|254.00\|300168;2026-06-22\|281.18\|4.68\|264.00\|285.85\|262.00\|335405;2026-06-23\|264.52\|-5.92\|274.00\|276.46\|257.00\|250075;2026-06-24\|271.32\|2.57\|264.52\|273.00\|260.08\|198384;2026-06-25\|258.31\|-4.80\|272.13\|277.26\|246.30\|324126;2026-06-26\|234.10\|-9.37\|240.00\|245.00\|225.00\|333834;2026-06-29\|225.64\|-3.61\|234.00\|239.80\|216.69\|222417;2026-06-30\|246.71\|9.34\|227.90\|252.00\|227.89\|238704;2026-07-01\|238.36\|-3.38\|247.09\|250.55\|234.00\|159575;2026-07-02\|235.69\|-1.12\|231.09\|251.82\|224.54\|186540;2026-07-03\|237.12\|0.61\|231.64\|249.00\|230.00\|172857;2026-07-06\|217.56\|-8.25\|240.54\|241.91\|214.50\|176222;2026-07-07\|211.91\|-2.60\|217.23\|221.00\|207.00\|133491;2026-07-08\|205.36\|-3.09\|217.00\|219.32\|198.75\|127552;2026-07-09\|211.83\|3.15\|208.85\|212.66\|197.46\|176692;2026-07-10\|211.64\|0.38\|215.15\|222.20\|210.92\|218839
114600	MPO等技术受关注	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。	1、公司为国内晶振龙头，高频振荡器产品有对应光通信相关应用场景； 2、公司石英晶体元器件可适配北斗导航、商业航天领域中导航通信、飞行控制等关键系统的时序需求	2026-03-03\|23.00\|-4.01\|24.20\|24.75\|22.50\|940450;2026-03-04\|23.00\|0.00\|22.00\|23.98\|22.00\|518075;2026-03-05\|23.72\|3.13\|23.79\|24.48\|23.12\|503764;2026-03-06\|23.36\|-1.52\|23.78\|24.54\|23.10\|508968;2026-03-09\|22.06\|-5.57\|22.31\|22.58\|21.02\|450774;2026-03-10\|22.46\|1.81\|22.33\|22.88\|22.06\|333213;2026-03-11\|22.90\|1.96\|22.63\|24.05\|22.51\|385845;2026-03-12\|23.05\|0.66\|22.80\|23.20\|22.11\|317973;2026-03-13\|23.01\|-0.17\|22.38\|24.00\|22.19\|321033;2026-03-16\|25.31\|10.00\|23.60\|25.31\|23.60\|461949;2026-03-17\|22.85\|-9.72\|25.97\|26.06\|22.80\|621350;2026-03-18\|24.05\|5.25\|23.35\|24.18\|23.30\|438714;2026-03-19\|24.00\|-0.21\|23.95\|24.80\|23.50\|371866;2026-03-20\|23.08\|-3.83\|24.49\|24.50\|23.00\|366930;2026-03-23\|23.78\|3.03\|22.44\|25.00\|22.07\|568195;2026-03-24\|25.65\|7.86\|25.46\|26.16\|24.64\|776599;2026-03-25\|25.38\|-1.05\|26.00\|26.50\|24.90\|626641;2026-03-26\|23.81\|-6.19\|24.76\|25.27\|23.76\|398603;2026-03-27\|26.19\|10.00\|23.27\|26.19\|23.27\|417172;2026-03-30\|26.85\|2.52\|26.03\|26.96\|25.61\|597899;2026-03-31\|25.92\|-3.46\|26.34\|26.83\|25.61\|411319;2026-04-01\|26.30\|1.47\|26.85\|27.36\|25.15\|564761;2026-04-02\|24.81\|-5.67\|26.30\|26.78\|24.71\|460479;2026-04-03\|25.23\|1.69\|25.43\|26.30\|24.42\|451317;2026-04-07\|24.24\|-3.92\|25.35\|25.65\|23.78\|405185;2026-04-08\|26.19\|8.04\|24.99\|26.66\|24.86\|634382;2026-04-09\|25.39\|-3.05\|25.93\|26.20\|25.35\|373501;2026-04-10\|25.58\|0.75\|25.70\|26.66\|25.29\|366360;2026-04-13\|28.14\|10.01\|25.40\|28.14\|25.40\|423352;2026-04-14\|27.91\|-0.82\|28.58\|28.78\|27.62\|550036;2026-04-15\|27.15\|-2.72\|27.91\|28.21\|27.01\|366730;2026-04-16\|27.43\|1.03\|27.16\|28.19\|26.80\|407082;2026-04-17\|30.17\|9.99\|28.11\|30.17\|27.50\|628356;2026-04-20\|31.52\|4.47\|30.92\|32.58\|30.57\|664169;2026-04-21\|34.67\|9.99\|31.44\|34.67\|30.95\|477065;2026-04-22\|35.52\|2.45\|35.00\|36.30\|32.80\|777700;2026-04-23\|37.00\|4.17\|36.00\|37.55\|35.40\|812623;2026-04-24\|39.81\|7.59\|37.30\|40.70\|37.25\|927225;2026-04-27\|38.93\|-2.21\|40.91\|43.00\|38.30\|868378;2026-04-28\|36.20\|-7.01\|39.00\|39.20\|35.68\|671055;2026-04-29\|39.82\|10.00\|35.88\|39.82\|35.01\|681475;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
114599	MPO等技术受关注	CPO技术许可+实控人终止减持+光通信元器件行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月11日公告，全资子公司瑞士炬光拟向全球领先的半导体代工企业AH公司开展微棱镜透镜阵列和垂直光学耦合器相关技术许可，一次性技术许可费合计1300万美元。 2、据2026年6月13日公告，控股股东、实际控制人刘兴胜决定提前终止其于2月28日披露的减持计划。 3、据2026年6月2日投资者关系记录表，公司定位于CPO产业链元器件供应商，产品深入布局外置激光光源模块、光纤阵列单元等四大环节，提供微棱镜透镜阵列、V型槽阵列等产品；据2026年5月20日互动易，公司掌握微纳光学领域五大主流制备技术，已成为全球领先的微纳光学一站式解决方案提供商。	公司的产品广泛应用于光通信模块、硅光模块，如光发射模块（TOSA）、光接收模块（ROSA）、光子集成电路（PIC）、共封装光学器件（CPO）等领域	2026-03-03\|334.12\|-4.65\|370.00\|371.00\|333.19\|81258;2026-03-04\|332.33\|-0.54\|333.61\|340.88\|324.00\|52664;2026-03-05\|318.00\|-4.31\|338.97\|338.97\|312.25\|70360;2026-03-06\|306.20\|-3.71\|313.14\|320.00\|297.00\|58328;2026-03-09\|300.51\|-1.86\|290.00\|303.83\|276.00\|62487;2026-03-10\|341.50\|13.64\|321.00\|344.50\|321.00\|80797;2026-03-11\|330.00\|-3.37\|335.86\|346.00\|327.00\|59818;2026-03-12\|340.70\|3.24\|327.00\|346.68\|316.88\|71730;2026-03-13\|329.50\|-3.29\|331.00\|344.98\|328.17\|58361;2026-03-16\|327.85\|-0.50\|330.23\|334.99\|316.66\|45336;2026-03-17\|287.99\|-12.16\|315.08\|319.99\|286.00\|87586;2026-03-18\|300.39\|4.31\|300.00\|304.99\|290.34\|68081;2026-03-19\|301.99\|0.53\|300.00\|313.60\|295.00\|58227;2026-03-20\|312.10\|3.35\|319.99\|329.88\|303.36\|81275;2026-03-23\|284.61\|-8.81\|296.00\|307.54\|282.00\|57918;2026-03-24\|302.26\|6.20\|294.00\|306.96\|287.99\|48662;2026-03-25\|332.49\|10.00\|318.00\|352.00\|318.00\|78720;2026-03-26\|336.79\|1.29\|333.00\|352.64\|332.00\|61159;2026-03-27\|346.68\|2.94\|323.00\|353.66\|320.00\|58681;2026-03-30\|347.52\|0.24\|335.00\|353.00\|326.26\|44782;2026-03-31\|324.99\|-6.48\|334.00\|341.26\|319.02\|60915;2026-04-01\|366.00\|12.62\|340.00\|369.00\|334.62\|81634;2026-04-02\|374.64\|2.36\|367.99\|394.88\|367.99\|69138;2026-04-03\|391.14\|4.40\|395.00\|418.13\|390.61\|70691;2026-04-07\|370.22\|-5.35\|380.00\|388.00\|364.00\|62437;2026-04-08\|391.00\|5.61\|398.00\|398.16\|377.39\|55113;2026-04-09\|389.83\|-0.30\|387.77\|402.84\|384.00\|48842;2026-04-10\|388.30\|-0.39\|391.50\|398.86\|378.50\|54727;2026-04-13\|400.60\|3.17\|382.28\|406.98\|372.00\|50680;2026-04-14\|388.38\|-3.05\|398.21\|420.98\|384.25\|70178;2026-04-15\|379.98\|-2.16\|380.93\|399.99\|366.04\|73165;2026-04-16\|396.00\|4.22\|379.00\|400.98\|375.01\|48584;2026-04-17\|388.93\|-1.79\|400.00\|418.00\|376.94\|81353;2026-04-20\|378.88\|-2.58\|393.72\|395.95\|369.98\|62593;2026-04-21\|375.60\|-0.87\|371.83\|381.21\|366.33\|40044;2026-04-22\|393.00\|4.63\|368.00\|401.89\|365.00\|62322;2026-04-23\|359.00\|-8.65\|395.00\|408.83\|358.00\|73478;2026-04-24\|352.00\|-1.95\|358.01\|369.19\|341.36\|56219;2026-04-27\|360.90\|2.53\|348.00\|361.00\|338.38\|46609;2026-04-28\|366.19\|1.47\|366.00\|376.96\|360.30\|46805;2026-04-29\|349.40\|-4.59\|355.36\|363.80\|340.00\|47430;2026-04-30\|357.98\|2.46\|354.00\|361.79\|349.02\|38082;2026-05-06\|351.96\|-1.68\|365.13\|370.00\|348.00\|56318;2026-05-07\|422.35\|20.00\|352.00\|422.35\|348.18\|90592;2026-05-08\|434.64\|2.91\|430.00\|436.98\|402.35\|90284;2026-05-11\|478.10\|10.00\|460.08\|496.00\|455.00\|90072;2026-05-12\|475.00\|-0.65\|488.10\|491.23\|455.40\|65624;2026-05-13\|516.70\|8.78\|461.11\|524.20\|461.11\|82214;2026-05-14\|503.98\|-2.46\|526.88\|549.00\|501.00\|78442;2026-05-15\|513.97\|1.98\|520.00\|530.00\|478.37\|68430;2026-05-18\|495.88\|-3.52\|508.22\|521.88\|485.11\|63066;2026-05-19\|476.66\|-3.88\|488.37\|495.80\|446.00\|61861;2026-05-20\|486.21\|2.00\|474.35\|492.00\|456.00\|55926;2026-05-21\|460.48\|-5.29\|510.00\|515.00\|457.00\|75798;2026-05-22\|466.97\|1.41\|466.60\|483.10\|461.00\|55190;2026-05-25\|504.00\|7.93\|466.97\|509.00\|453.00\|69767;2026-05-26\|463.01\|-8.13\|494.00\|494.93\|446.62\|62629;2026-05-27\|453.00\|-2.16\|464.64\|490.00\|448.91\|56729;2026-05-28\|465.84\|2.83\|452.00\|468.88\|422.20\|62009;2026-05-29\|448.00\|-3.83\|465.56\|478.00\|440.35\|52784;2026-06-01\|421.48\|-5.92\|444.00\|460.00\|417.00\|48306;2026-06-02\|441.50\|4.75\|428.00\|441.81\|418.00\|39521;2026-06-03\|477.83\|8.23\|470.00\|497.77\|463.00\|70389;2026-06-04\|455.50\|-4.67\|462.00\|474.00\|448.88\|44969;2026-06-05\|445.85\|-2.12\|443.99\|472.50\|440.52\|47105;2026-06-08\|414.50\|-7.03\|412.00\|425.30\|401.00\|49815;2026-06-09\|440.87\|6.36\|422.79\|448.50\|415.00\|39577;2026-06-10\|282.38\|-7.26\|292.90\|297.97\|275.60\|57894;2026-06-11\|338.86\|20.00\|330.00\|338.86\|316.00\|54497;2026-06-12\|331.88\|-2.06\|372.00\|372.60\|328.00\|167294;2026-06-15\|398.26\|20.00\|345.00\|398.26\|342.02\|112780;2026-06-16\|413.00\|3.70\|399.74\|424.88\|385.51\|128744;2026-06-17\|399.23\|-3.33\|401.02\|418.00\|394.00\|83254;2026-06-18\|393.00\|-1.56\|395.00\|403.70\|389.00\|76595;2026-06-22\|374.99\|-4.58\|386.33\|394.00\|362.99\|87943;2026-06-23\|358.44\|-4.41\|370.00\|375.98\|354.58\|59643;2026-06-24\|375.00\|4.62\|356.87\|377.90\|355.20\|82440;2026-06-25\|377.68\|0.71\|375.05\|383.85\|364.00\|80155;2026-06-26\|351.32\|-6.98\|365.10\|370.40\|343.13\|65675;2026-06-29\|333.50\|-5.07\|351.32\|355.80\|313.00\|83164;2026-06-30\|354.21\|6.21\|335.00\|355.00\|327.47\|68970;2026-07-01\|332.98\|-5.99\|354.17\|356.89\|328.50\|67064;2026-07-02\|304.60\|-8.52\|326.58\|331.68\|301.90\|59409;2026-07-03\|297.75\|-2.25\|299.00\|311.88\|296.10\|52309;2026-07-06\|282.67\|-5.06\|297.52\|309.83\|276.13\|67470;2026-07-07\|270.68\|-4.24\|284.47\|287.88\|265.10\|56701;2026-07-08\|262.00\|-3.21\|277.00\|280.00\|260.31\|52089;2026-07-09\|289.00\|10.31\|269.85\|291.80\|257.68\|82451;2026-07-10\|282.10\|-2.39\|299.00\|313.50\|281.00\|8456614
114598	MPO等技术受关注	涨停揭秘：公司大功率射频电子管在光刻机、可控核聚变领域批量供货，氮化铝超高热导基板已用于激光热沉及车规IGBT，2025年营收16.35亿元、归母净利1.62亿元同比增57.67%；涨停缘由：可控核聚变装置兆瓦级电子管订单有序交付；国产光刻机客户验证通过并批量供货；230W/m·k氮化铝基板实现AI服务器与车规IGBT高端应用；资金逻辑：资金聚焦硬科技国产替代主线，叠加年报高增长与近一年9次涨停的强势股属性，机构调研密集催化短期做多情绪；风险提示：电子管及陶瓷基板业务占比仍待提升，下游设备厂商验证周期长，业绩兑现存在节奏性波动风险	1、氮化铝陶瓷以其导热性以及绝缘性等优势逐渐成为AI硬件的刚需材料，公司作为国内陶瓷上游高端氮化铝产能第一，已切入头部光模块和HBM客户； 2、公司人形机器人控制器已送样客户，AI智算产品在数据中心等场景实现批量应用	2026-03-03\|17.76\|-8.41\|19.55\|19.66\|17.70\|462066;2026-03-04\|17.71\|-0.28\|17.99\|18.35\|17.63\|291563;2026-03-05\|17.90\|1.07\|18.15\|18.25\|17.65\|276842;2026-03-06\|17.41\|-2.74\|17.72\|18.09\|17.26\|323192;2026-03-09\|17.20\|-1.21\|17.05\|17.34\|16.55\|287157;2026-03-10\|17.85\|3.78\|17.39\|17.87\|17.26\|235797;2026-03-11\|17.55\|-1.68\|17.77\|18.29\|17.50\|207284;2026-03-12\|16.38\|-6.67\|17.46\|17.49\|16.18\|455277;2026-03-13\|16.00\|-2.32\|16.38\|16.49\|15.95\|224375;2026-03-16\|16.03\|0.19\|16.01\|16.30\|15.74\|228199;2026-03-17\|15.48\|-3.43\|16.09\|16.18\|15.45\|224357;2026-03-18\|15.79\|2.00\|15.68\|15.80\|15.47\|161309;2026-03-19\|15.39\|-2.53\|15.50\|15.68\|15.33\|164039;2026-03-20\|14.76\|-4.09\|15.51\|15.51\|14.75\|233118;2026-03-23\|13.78\|-6.64\|14.40\|14.51\|13.62\|260199;2026-03-24\|14.19\|2.98\|14.01\|14.21\|13.71\|182539;2026-03-25\|14.25\|0.42\|14.36\|14.59\|14.19\|195155;2026-03-26\|13.94\|-2.18\|14.23\|14.36\|13.87\|153364;2026-03-27\|13.98\|0.29\|13.75\|14.13\|13.60\|152012;2026-03-30\|14.40\|3.00\|13.80\|14.46\|13.67\|208397;2026-03-31\|14.18\|-1.53\|14.41\|14.67\|14.15\|181044;2026-04-01\|14.33\|1.06\|14.44\|14.50\|14.19\|167823;2026-04-02\|13.98\|-2.44\|14.23\|14.46\|13.83\|165800;2026-04-03\|13.87\|-0.79\|14.03\|14.10\|13.80\|115249;2026-04-07\|13.89\|0.14\|13.97\|14.15\|13.81\|119257;2026-04-08\|14.71\|5.90\|14.15\|14.73\|14.15\|250201;2026-04-09\|14.83\|0.82\|14.53\|15.02\|14.47\|236436;2026-04-10\|15.02\|1.28\|14.94\|15.49\|14.85\|285306;2026-04-13\|15.64\|4.13\|14.86\|15.77\|14.83\|310908;2026-04-14\|15.63\|-0.06\|15.73\|15.78\|15.10\|437508;2026-04-15\|15.16\|-3.01\|15.60\|15.70\|15.11\|247776;2026-04-16\|15.42\|1.72\|15.19\|15.79\|15.08\|255572;2026-04-17\|15.60\|1.17\|15.35\|15.70\|15.29\|201834;2026-04-20\|16.56\|6.15\|15.86\|16.64\|15.58\|422283;2026-04-21\|16.21\|-2.11\|16.36\|16.45\|15.97\|234710;2026-04-22\|16.43\|1.36\|16.20\|16.54\|15.95\|248678;2026-04-23\|17.10\|4.08\|16.44\|17.38\|16.34\|560675;2026-04-24\|16.83\|-1.58\|17.20\|17.36\|16.65\|322109;2026-04-27\|17.96\|6.71\|16.83\|18.48\|16.80\|555389;2026-04-28\|17.70\|-1.45\|17.88\|18.11\|17.56\|303473;2026-04-29\|17.70\|0.00\|17.60\|18.10\|17.40\|299125;2026-04-30\|17.23\|-2.66\|17.59\|17.76\|17.10\|339463;2026-05-06\|17.77\|3.13\|17.22\|18.11\|17.22\|406984;2026-05-07\|17.89\|0.68\|17.96\|18.05\|17.44\|350499;2026-05-08\|18.17\|1.57\|17.78\|18.25\|17.54\|324979;2026-05-11\|18.70\|2.92\|18.41\|18.88\|17.95\|467754;2026-05-12\|19.58\|4.71\|19.50\|19.92\|18.69\|856104;2026-05-13\|19.58\|0.00\|19.42\|20.43\|19.17\|748143;2026-05-14\|21.10\|7.76\|19.90\|21.54\|19.77\|1168794;2026-05-15\|21.09\|-0.05\|21.52\|21.98\|20.83\|875818;2026-05-18\|21.12\|0.14\|21.20\|22.08\|20.89\|595447;2026-05-19\|23.23\|9.99\|21.11\|23.23\|21.08\|684843;2026-05-20\|23.91\|2.93\|23.69\|24.57\|23.32\|746875;2026-05-21\|21.69\|-9.28\|23.85\|24.38\|21.59\|750560;2026-05-22\|23.53\|8.48\|22.15\|23.70\|21.78\|635702;2026-05-25\|23.69\|0.68\|23.70\|24.21\|23.20\|540813;2026-05-26\|22.51\|-4.98\|23.44\|23.69\|21.99\|573540;2026-05-27\|24.76\|10.00\|22.26\|24.76\|22.19\|782787;2026-05-28\|23.88\|-3.55\|24.00\|24.70\|22.80\|986423;2026-05-29\|22.22\|-6.68\|23.77\|24.38\|22.00\|658732;2026-06-01\|22.39\|0.77\|22.23\|23.95\|21.50\|639390;2026-06-02\|23.22\|3.71\|22.48\|24.03\|22.12\|679224;2026-06-03\|24.04\|3.53\|23.17\|24.23\|22.78\|685890;2026-06-04\|26.44\|9.98\|23.45\|26.44\|23.40\|506556;2026-06-05\|26.30\|-0.53\|25.71\|27.40\|25.50\|888752;2026-06-08\|24.55\|-6.65\|25.00\|26.15\|23.76\|682987;2026-06-09\|26.09\|6.27\|25.00\|26.12\|24.40\|687885;2026-06-10\|27.22\|4.33\|25.28\|27.56\|24.39\|807221;2026-06-11\|29.94\|9.99\|26.94\|29.94\|26.68\|1041328;2026-06-12\|28.69\|-4.17\|31.00\|32.27\|28.50\|1142802;2026-06-15\|31.56\|10.00\|30.00\|31.56\|30.00\|239746;2026-06-16\|34.72\|10.01\|34.72\|34.72\|34.72\|41272;2026-06-17\|38.19\|9.99\|38.19\|38.19\|37.38\|291707;2026-06-18\|42.01\|10.00\|41.50\|42.01\|40.55\|326512;2026-06-22\|46.21\|10.00\|46.21\|46.21\|46.21\|69968;2026-06-23\|48.80\|5.60\|48.74\|50.00\|45.82\|1557989;2026-06-24\|52.90\|8.40\|48.87\|53.68\|48.87\|1004819;2026-06-25\|48.75\|-7.84\|51.60\|51.95\|47.61\|866599;2026-06-26\|47.98\|-1.58\|47.81\|48.66\|45.58\|580719;2026-06-29\|43.18\|-10.00\|48.50\|48.50\|43.18\|429590;2026-06-30\|45.60\|5.60\|42.64\|45.66\|38.87\|729337;2026-07-01\|42.80\|-6.14\|44.00\|45.34\|42.16\|443396;2026-07-02\|42.30\|-1.17\|41.00\|44.73\|38.90\|432356;2026-07-03\|44.53\|5.27\|42.30\|46.44\|42.26\|411625;2026-07-06\|45.20\|1.50\|45.46\|47.90\|43.98\|531111;2026-07-07\|40.68\|-10.00\|45.55\|46.00\|40.68\|456970;2026-07-08\|37.16\|-8.65\|40.01\|41.30\|36.61\|534550;2026-07-09\|40.88\|10.01\|37.43\|40.88\|37.42\|259136;2026-07-10\|42.20\|3.23\|43.96\|44.97\|42.11\|702410
114597	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	涨停揭秘：MLCC行业缺货潮确认延续至2027年后，电感绕线设备国产替代逻辑加速兑现；涨停缘由：国巨、华新科等龙头明确缺货将延续至2027年以后，下游客户扩产意愿强烈；公司深耕电感绕线及自动化设备，直接受益于被动元件厂商资本开支上行；AIoT终端放量拉动微型电感需求增长；资金逻辑：板块内资金向设备端迁移，科瑞思作为细分隐形冠军获中小单持续抢筹，成交额环比倍增，换手活跃反映筹码松动后新资金介入；风险提示：公司业务集中于电感环节，下游扩产节奏若放缓将影响订单落地；新产能爬坡进度存在不确定性	公司参与的电感业务包括电感绕线、电感成品和相关自动化生产设备	2026-03-03\|47.33\|1.72\|47.07\|49.58\|47.07\|25396;2026-03-04\|47.35\|0.04\|47.00\|48.09\|45.47\|16134;2026-03-05\|46.95\|-0.84\|48.40\|48.70\|46.62\|10720;2026-03-06\|48.60\|3.51\|46.65\|49.08\|46.60\|14353;2026-03-09\|47.78\|-1.69\|47.79\|48.30\|46.30\|14576;2026-03-10\|50.15\|4.96\|48.70\|50.45\|48.16\|16960;2026-03-11\|49.62\|-1.06\|50.70\|51.16\|49.36\|15295;2026-03-12\|49.48\|-0.28\|50.29\|51.36\|48.89\|15388;2026-03-13\|48.32\|-2.34\|49.22\|49.88\|48.30\|13900;2026-03-16\|48.34\|0.04\|48.48\|48.82\|47.43\|9876;2026-03-17\|45.87\|-5.11\|48.41\|48.69\|45.70\|12470;2026-03-18\|48.00\|4.64\|45.93\|48.13\|45.93\|13717;2026-03-19\|46.60\|-2.92\|48.00\|49.50\|46.22\|11979;2026-03-20\|44.68\|-4.12\|47.02\|48.70\|44.50\|15243;2026-03-23\|41.49\|-7.14\|43.87\|43.98\|40.70\|16805;2026-03-24\|43.58\|5.04\|42.70\|43.80\|41.70\|12800;2026-03-25\|45.30\|3.95\|43.67\|45.94\|43.67\|12052;2026-03-26\|44.19\|-2.45\|45.64\|45.98\|43.87\|11119;2026-03-27\|45.54\|3.06\|43.78\|45.54\|43.48\|8703;2026-03-30\|45.54\|0.00\|45.06\|45.74\|44.60\|6766;2026-03-31\|44.79\|-1.65\|45.60\|46.50\|44.68\|7254;2026-04-01\|45.79\|2.23\|46.00\|46.43\|45.35\|8671;2026-04-02\|44.36\|-3.12\|45.54\|45.82\|43.93\|8074;2026-04-03\|43.25\|-2.50\|45.00\|45.00\|42.82\|6589;2026-04-07\|44.68\|3.31\|43.60\|45.20\|43.33\|8409;2026-04-08\|47.12\|5.46\|45.88\|47.42\|44.98\|9096;2026-04-09\|46.88\|-0.51\|47.00\|47.25\|46.17\|7053;2026-04-10\|46.96\|0.17\|47.11\|47.64\|46.32\|7664;2026-04-13\|47.27\|0.66\|46.96\|47.37\|46.79\|6752;2026-04-14\|47.65\|0.80\|47.27\|47.74\|46.97\|7824;2026-04-15\|48.68\|2.16\|47.80\|49.31\|47.30\|11552;2026-04-16\|49.51\|1.71\|48.77\|49.80\|48.03\|11805;2026-04-17\|51.30\|3.62\|49.52\|53.48\|49.01\|31757;2026-04-20\|50.34\|-1.87\|51.30\|51.50\|50.00\|19896;2026-04-21\|50.34\|0.00\|50.54\|50.63\|49.49\|14584;2026-04-22\|51.87\|3.04\|50.45\|52.80\|50.00\|15220;2026-04-23\|50.66\|-2.33\|51.88\|52.79\|50.60\|13753;2026-04-24\|50.95\|0.57\|51.00\|51.38\|49.18\|17350;2026-04-27\|50.78\|-0.33\|50.90\|51.19\|49.91\|14792;2026-04-28\|51.15\|0.73\|53.92\|53.92\|50.09\|17440;2026-04-29\|50.82\|-0.65\|50.69\|51.31\|49.80\|12780;2026-04-30\|51.50\|1.34\|51.35\|52.59\|50.73\|14631;2026-05-06\|52.55\|2.04\|52.10\|53.48\|51.60\|15136;2026-05-07\|52.90\|0.67\|52.52\|53.30\|52.00\|11336;2026-05-08\|53.02\|0.23\|52.55\|53.08\|52.23\|10036;2026-05-11\|55.75\|5.15\|53.14\|56.12\|52.73\|19523;2026-05-12\|53.23\|-4.52\|55.37\|55.50\|52.66\|17418;2026-05-13\|53.19\|-0.08\|53.24\|53.93\|52.71\|12834;2026-05-14\|52.91\|-0.53\|53.46\|53.99\|52.52\|9776;2026-05-15\|52.25\|-1.25\|52.91\|53.30\|51.80\|12187;2026-05-18\|52.62\|0.71\|52.25\|52.68\|51.10\|8094;2026-05-19\|52.70\|0.15\|52.42\|53.19\|51.28\|8132;2026-05-20\|52.32\|-0.72\|52.30\|52.50\|51.51\|6196;2026-05-21\|49.08\|-6.19\|51.95\|52.50\|48.86\|9753;2026-05-22\|51.74\|5.42\|49.48\|52.48\|49.00\|9675;2026-05-25\|51.41\|-0.64\|51.85\|52.52\|49.58\|11352;2026-05-26\|49.36\|-3.99\|51.14\|51.14\|49.10\|10892;2026-05-27\|47.48\|-3.34\|49.22\|49.38\|46.35\|10888;2026-05-28\|47.96\|1.01\|47.27\|48.48\|46.60\|7521;2026-05-29\|46.10\|-3.88\|47.90\|48.30\|45.81\|11100;2026-06-01\|46.05\|-0.11\|46.10\|47.37\|45.60\|10052;2026-06-02\|46.03\|-0.04\|46.11\|46.74\|44.99\|10795;2026-06-03\|47.50\|3.19\|46.12\|50.00\|45.46\|17970;2026-06-04\|47.71\|0.44\|47.31\|49.27\|45.90\|18550;2026-06-05\|51.90\|8.78\|47.31\|52.65\|45.82\|32109;2026-06-08\|50.11\|-3.45\|50.48\|54.50\|49.58\|31770;2026-06-09\|51.10\|1.98\|50.20\|52.50\|49.83\|22716;2026-06-10\|50.72\|-0.74\|50.25\|52.44\|49.58\|19708;2026-06-11\|50.25\|-0.93\|50.73\|51.97\|48.50\|17504;2026-06-12\|49.04\|-2.41\|51.26\|52.50\|48.32\|18379;2026-06-15\|53.99\|10.09\|48.05\|54.40\|48.05\|28725;2026-06-16\|58.23\|7.85\|54.02\|58.77\|54.02\|33088;2026-06-17\|54.33\|-6.70\|57.33\|59.02\|54.03\|31054;2026-06-18\|54.52\|0.35\|54.28\|57.37\|52.14\|27186;2026-06-22\|54.12\|-0.73\|53.66\|56.74\|51.92\|25141;2026-06-23\|55.98\|3.44\|53.23\|57.57\|53.22\|28212;2026-06-24\|52.82\|-5.64\|54.67\|55.04\|52.00\|24613;2026-06-25\|51.01\|-3.43\|52.46\|54.13\|50.21\|22852;2026-06-26\|48.90\|-4.14\|50.50\|50.50\|47.70\|16008;2026-06-29\|47.33\|-3.21\|48.90\|50.33\|46.32\|14741;2026-06-30\|48.66\|2.81\|47.55\|49.30\|47.00\|11191;2026-07-01\|49.09\|0.88\|48.58\|49.50\|47.91\|12675;2026-07-02\|47.44\|-3.36\|48.80\|50.30\|47.00\|14504;2026-07-03\|46.53\|-1.92\|47.28\|48.10\|46.20\|18246;2026-07-06\|47.21\|1.46\|46.85\|48.46\|45.50\|16324;2026-07-07\|43.96\|-6.88\|46.89\|47.11\|43.90\|12639;2026-07-08\|41.97\|-4.53\|43.85\|44.89\|41.38\|16588;2026-07-09\|41.92\|-0.12\|41.49\|42.43\|39.96\|12609;2026-07-10\|41.94\|0.05\|41.93\|43.45\|41.65\|10725
114596	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	涨停揭秘：英诺赛科1.2kW高功率密度电源方案采用其芯片电感，算力基建升级带动高频磁材需求爆发；涨停缘由：AI服务器电源升级+液冷散热普及+高频磁性元件国产替代加速+东数西算投资加码；资金逻辑：主题资金从算力芯片向配套器件扩散，融资买入额单周翻倍，机构调研回应积极；风险提示：公司收入结构中传统领域占比较高，新兴应用占比尚小，短期业绩贡献有限	全球领先的金属软磁粉芯生产商和服务提供商；公司聚焦 “金属软磁粉末 - 磁粉芯 - 电感元件” 全产业链，核心产品为金属软磁粉芯、芯片电感等典型被动元件，广泛应用于消费电子、汽车电子等领域	2026-03-03\|84.76\|-4.93\|88.99\|90.71\|84.50\|110594;2026-03-04\|84.65\|-0.13\|84.00\|87.99\|83.52\|89473;2026-03-05\|85.57\|1.09\|86.99\|89.39\|84.89\|101969;2026-03-06\|83.64\|-2.26\|85.55\|87.28\|83.42\|77997;2026-03-09\|78.48\|-6.17\|79.46\|79.74\|75.03\|156916;2026-03-10\|92.00\|17.23\|81.56\|93.40\|81.00\|252492;2026-03-11\|91.33\|-0.73\|92.90\|93.11\|89.97\|122303;2026-03-12\|87.76\|-3.91\|92.00\|92.00\|86.17\|116742;2026-03-13\|84.66\|-3.53\|86.48\|86.96\|83.90\|120603;2026-03-16\|82.79\|-2.21\|84.06\|84.66\|80.21\|130133;2026-03-17\|77.31\|-6.62\|83.56\|83.58\|77.23\|151050;2026-03-18\|80.50\|4.13\|78.35\|81.43\|77.05\|115015;2026-03-19\|77.54\|-3.68\|79.44\|80.16\|77.18\|94028;2026-03-20\|78.22\|0.88\|78.22\|81.96\|77.83\|141234;2026-03-23\|73.37\|-6.20\|76.60\|78.18\|72.79\|122725;2026-03-24\|75.50\|2.90\|74.68\|75.58\|72.00\|90867;2026-03-25\|77.38\|2.49\|75.52\|79.59\|75.52\|89570;2026-03-26\|75.06\|-3.00\|77.00\|78.39\|74.80\|59032;2026-03-27\|75.32\|0.35\|74.23\|76.46\|73.18\|49956;2026-03-30\|75.81\|0.65\|73.23\|76.17\|72.75\|63302;2026-03-31\|74.38\|-1.89\|75.40\|76.63\|73.20\|52425;2026-04-01\|77.15\|3.72\|78.49\|79.77\|76.66\|88432;2026-04-02\|75.11\|-2.64\|76.86\|77.76\|74.54\|52509;2026-04-03\|76.00\|1.18\|76.00\|77.74\|75.05\|55252;2026-04-07\|75.59\|-0.54\|76.30\|77.66\|75.20\|46077;2026-04-08\|80.98\|7.13\|78.00\|81.08\|77.60\|109553;2026-04-09\|80.86\|-0.15\|80.00\|81.90\|79.00\|66688;2026-04-10\|82.30\|1.78\|81.75\|83.99\|81.47\|106173;2026-04-13\|82.97\|0.81\|81.98\|84.09\|81.28\|71187;2026-04-14\|84.89\|2.31\|83.80\|86.80\|83.40\|95854;2026-04-15\|83.25\|-1.93\|85.99\|87.14\|82.85\|85402;2026-04-16\|84.06\|0.97\|83.81\|84.86\|83.00\|52525;2026-04-17\|86.70\|3.14\|84.10\|88.10\|83.20\|66881;2026-04-20\|85.96\|-0.85\|87.17\|87.90\|85.03\|75925;2026-04-21\|87.00\|1.21\|85.66\|87.80\|85.53\|55835;2026-04-22\|88.45\|1.67\|87.00\|89.00\|85.91\|70839;2026-04-23\|84.02\|-5.01\|86.36\|86.60\|82.80\|127246;2026-04-24\|83.70\|-0.38\|84.40\|85.90\|82.70\|74487;2026-04-27\|88.83\|6.13\|84.48\|90.32\|84.11\|119287;2026-04-28\|90.38\|1.74\|88.83\|92.10\|86.89\|104769;2026-04-29\|90.41\|0.03\|89.92\|91.20\|88.69\|56897;2026-04-30\|96.61\|6.86\|90.18\|98.75\|89.30\|149540;2026-05-06\|99.65\|3.15\|97.80\|102.00\|95.75\|144426;2026-05-07\|101.30\|1.66\|101.00\|102.64\|98.49\|89299;2026-05-08\|98.36\|-2.90\|100.30\|101.30\|97.59\|77975;2026-05-11\|102.97\|4.69\|100.22\|104.85\|99.13\|108519;2026-05-12\|101.70\|-1.23\|103.00\|103.92\|99.66\|78174;2026-05-13\|102.92\|1.20\|100.00\|103.39\|99.33\|63976;2026-05-14\|101.16\|-1.71\|104.43\|105.49\|100.07\|74702;2026-05-15\|100.58\|-0.57\|103.02\|104.99\|99.50\|89918;2026-05-18\|102.37\|1.78\|100.31\|104.80\|99.64\|88300;2026-05-19\|100.36\|-1.96\|101.31\|102.44\|96.66\|88500;2026-05-20\|103.15\|2.78\|101.00\|104.00\|100.74\|75634;2026-05-21\|104.41\|1.22\|105.50\|112.45\|104.00\|150316;2026-05-22\|118.88\|13.86\|106.00\|119.80\|105.97\|187708;2026-05-25\|131.92\|10.97\|125.95\|132.20\|124.00\|229919;2026-05-26\|124.49\|-5.63\|130.55\|130.60\|121.67\|203405;2026-05-27\|86.38\|-2.70\|90.11\|92.40\|82.00\|230878;2026-05-28\|89.22\|3.29\|85.50\|90.68\|84.88\|190313;2026-05-29\|86.70\|-2.82\|91.30\|94.50\|86.18\|212785;2026-06-01\|82.45\|-4.90\|88.28\|90.27\|81.88\|199040;2026-06-02\|87.83\|6.53\|80.77\|90.73\|78.60\|240689;2026-06-03\|88.13\|0.34\|87.83\|91.40\|86.60\|209990;2026-06-04\|88.49\|0.41\|85.96\|90.50\|85.50\|152271;2026-06-05\|93.00\|5.10\|86.07\|101.99\|84.07\|378700;2026-06-08\|88.00\|-5.38\|89.00\|96.03\|86.55\|347489;2026-06-09\|95.65\|8.69\|91.39\|97.12\|90.73\|326641;2026-06-10\|88.30\|-7.68\|93.80\|94.99\|87.12\|272956;2026-06-11\|86.06\|-2.54\|87.89\|91.00\|85.16\|203131;2026-06-12\|82.92\|-3.65\|89.18\|92.29\|82.62\|263314;2026-06-15\|91.96\|10.90\|84.66\|91.98\|84.66\|241117;2026-06-16\|95.60\|3.96\|93.00\|97.22\|92.00\|210870;2026-06-17\|97.65\|2.14\|95.37\|99.89\|93.59\|220578;2026-06-18\|107.18\|9.76\|95.60\|108.99\|94.50\|268483;2026-06-22\|100.92\|-5.84\|112.62\|113.00\|98.50\|399450;2026-06-23\|97.97\|-2.92\|100.00\|102.11\|96.13\|231237;2026-06-24\|96.59\|-1.41\|96.98\|98.88\|94.41\|213293;2026-06-25\|99.45\|2.96\|97.50\|100.88\|94.53\|249034;2026-06-26\|94.93\|-4.54\|98.97\|103.81\|94.80\|274171;2026-06-29\|93.48\|-1.53\|95.16\|101.71\|89.52\|276754;2026-06-30\|94.89\|1.51\|92.08\|95.88\|91.93\|199887;2026-07-01\|100.65\|6.07\|96.82\|105.00\|93.32\|363258;2026-07-02\|92.53\|-8.07\|95.55\|99.30\|91.50\|232325;2026-07-03\|87.40\|-5.54\|91.00\|93.16\|87.30\|209991;2026-07-06\|87.90\|0.57\|89.90\|91.45\|82.44\|224369;2026-07-07\|85.26\|-3.00\|86.90\|90.58\|83.88\|130187;2026-07-08\|83.40\|-2.18\|86.78\|87.93\|80.51\|136120;2026-07-09\|90.40\|8.39\|85.88\|91.47\|85.26\|186796;2026-07-10\|84.93\|-6.05\|91.01\|91.90\|84.85\|169840
114595	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	涨停揭秘：低轨卫星射频芯片封装管壳批量供货+氧化锆基固态电解质完成研发，双重技术突破获市场关注；涨停缘由：长征八号甲遥八火箭发射临近+卫星互联网建设提速+固态电池产业化预期升温+MLCC粉体全球龙头地位稳固；资金逻辑：军工与新能源主题资金交叉配置，融资余额连续三日净买入，北向持仓环比提升；风险提示：固态电解质产业化尚处早期，卫星封装业务占比仍低，整体业绩弹性有待进一步释放	1、全球领先的MLCC粉体材料生产商；子公司国瓷赛创通讯射频微系统芯片封装管壳已量产并批量销售，成为低轨卫星射频芯片主要封装方案； 2、公司氧化物、硫化物两种技术路线均有关注，目前已完成多种氧化物固态电解质产品的研发和布局，其中包括由氧化锆合成的锆酸基固态电解质	2026-03-03\|36.30\|-5.74\|39.35\|39.52\|35.26\|830249;2026-03-04\|35.22\|-2.98\|35.03\|36.83\|34.97\|442413;2026-03-05\|35.51\|0.82\|36.28\|36.79\|34.90\|448755;2026-03-06\|35.51\|0.00\|34.81\|36.28\|34.44\|321784;2026-03-09\|34.43\|-3.04\|34.45\|34.68\|32.60\|441219;2026-03-10\|38.24\|11.07\|34.85\|38.43\|34.80\|701786;2026-03-11\|39.71\|3.84\|39.60\|41.73\|39.55\|780216;2026-03-12\|38.42\|-3.25\|39.31\|39.68\|37.90\|468611;2026-03-13\|37.98\|-1.15\|38.38\|39.43\|37.50\|504436;2026-03-16\|37.39\|-1.55\|37.88\|38.05\|35.80\|434263;2026-03-17\|35.90\|-3.98\|38.00\|38.11\|35.85\|316720;2026-03-18\|36.35\|1.25\|36.14\|37.10\|35.68\|276846;2026-03-19\|34.41\|-5.34\|35.43\|35.45\|34.05\|344429;2026-03-20\|32.74\|-4.85\|34.81\|34.99\|32.66\|341359;2026-03-23\|30.80\|-5.93\|32.01\|32.47\|30.50\|450831;2026-03-24\|31.30\|1.62\|31.24\|31.43\|29.65\|502465;2026-03-25\|31.75\|1.44\|31.73\|33.28\|31.50\|325020;2026-03-26\|30.51\|-3.91\|31.70\|32.14\|30.35\|314109;2026-03-27\|30.71\|0.66\|30.31\|31.50\|30.00\|257411;2026-03-30\|30.64\|-0.23\|30.01\|30.80\|29.81\|218864;2026-03-31\|30.70\|0.20\|31.53\|32.14\|30.60\|365095;2026-04-01\|31.38\|2.21\|31.63\|31.88\|30.79\|241615;2026-04-02\|30.14\|-3.95\|31.35\|31.39\|29.92\|240647;2026-04-03\|30.60\|1.53\|30.40\|31.13\|30.05\|224679;2026-04-07\|31.26\|2.16\|30.88\|32.39\|30.61\|283430;2026-04-08\|32.22\|3.07\|31.90\|32.65\|31.40\|476982;2026-04-09\|31.88\|-1.06\|31.15\|32.24\|31.15\|271241;2026-04-10\|32.86\|3.07\|32.20\|34.08\|32.03\|397142;2026-04-13\|34.23\|4.17\|32.50\|34.96\|32.50\|458182;2026-04-14\|34.08\|-0.44\|34.82\|35.50\|33.68\|459278;2026-04-15\|33.30\|-2.29\|35.55\|35.66\|33.13\|402199;2026-04-16\|35.68\|7.15\|33.66\|35.87\|33.18\|548973;2026-04-17\|36.60\|2.58\|35.19\|37.00\|35.19\|421018;2026-04-20\|35.63\|-2.65\|36.38\|36.75\|35.45\|454687;2026-04-21\|35.88\|0.70\|35.52\|36.69\|34.81\|371685;2026-04-22\|36.66\|2.17\|36.11\|37.10\|36.06\|456356;2026-04-23\|36.00\|-1.80\|36.70\|37.50\|35.80\|406793;2026-04-24\|35.51\|-1.36\|35.95\|36.55\|35.08\|337354;2026-04-27\|35.03\|-1.35\|35.73\|36.72\|34.88\|419227;2026-04-28\|37.05\|5.77\|34.61\|37.76\|33.71\|777067;2026-04-29\|36.98\|-0.19\|36.74\|37.34\|36.39\|424343;2026-04-30\|35.78\|-3.25\|36.98\|37.19\|35.16\|487408;2026-05-06\|37.43\|4.61\|36.51\|37.86\|36.27\|563969;2026-05-07\|38.68\|3.34\|37.59\|39.23\|37.50\|505099;2026-05-08\|38.29\|-1.01\|38.01\|39.00\|37.63\|401403;2026-05-11\|38.71\|1.10\|39.02\|40.67\|38.67\|712045;2026-05-12\|41.01\|5.94\|39.48\|41.22\|38.20\|746612;2026-05-13\|42.60\|3.88\|40.92\|42.90\|40.00\|793444;2026-05-14\|41.12\|-3.47\|43.00\|43.00\|40.82\|661727;2026-05-15\|39.30\|-4.43\|41.13\|41.88\|38.92\|690717;2026-05-18\|38.90\|-1.02\|39.00\|40.18\|38.32\|431059;2026-05-19\|43.89\|12.83\|38.83\|44.00\|38.72\|958103;2026-05-20\|42.22\|-3.81\|43.00\|43.50\|41.62\|566892;2026-05-21\|41.53\|-1.63\|43.50\|44.95\|41.40\|747919;2026-05-22\|48.40\|16.54\|42.61\|48.98\|42.61\|1166473;2026-05-25\|51.15\|5.68\|52.00\|53.08\|50.65\|1136934;2026-05-26\|49.65\|-2.93\|51.66\|52.30\|48.80\|828353;2026-05-27\|48.93\|-1.45\|50.50\|53.15\|48.36\|933015;2026-05-28\|52.99\|8.30\|50.01\|53.89\|49.44\|1072391;2026-05-29\|50.78\|-4.17\|55.02\|55.68\|50.30\|982730;2026-06-01\|51.60\|1.61\|50.35\|56.20\|50.35\|1160819;2026-06-02\|58.45\|13.50\|51.44\|59.68\|50.13\|1448218;2026-06-03\|60.47\|3.46\|59.38\|62.80\|57.50\|1397605;2026-06-04\|64.00\|5.84\|59.57\|66.12\|58.80\|1393085;2026-06-05\|65.18\|1.84\|62.11\|67.60\|60.40\|1406309;2026-06-08\|57.61\|-11.61\|62.06\|65.00\|57.29\|1475030;2026-06-09\|66.40\|15.26\|59.41\|66.88\|57.20\|1568596;2026-06-10\|61.13\|-7.94\|66.40\|66.50\|61.00\|1216773;2026-06-11\|62.40\|2.08\|61.11\|64.98\|60.88\|1233917;2026-06-12\|56.33\|-9.73\|65.00\|65.90\|54.68\|1665303;2026-06-15\|63.30\|12.37\|59.53\|63.84\|58.55\|1433962;2026-06-16\|67.43\|6.52\|63.63\|69.66\|63.30\|1450435;2026-06-17\|78.50\|16.42\|68.20\|80.50\|66.90\|1756925;2026-06-18\|89.53\|14.05\|82.20\|91.88\|82.20\|1571376;2026-06-22\|98.90\|10.47\|93.00\|101.00\|91.80\|1442268;2026-06-23\|90.78\|-8.21\|95.50\|97.00\|89.23\|1310958;2026-06-24\|91.72\|1.04\|91.50\|94.62\|88.50\|1285415;2026-06-25\|98.40\|7.28\|93.50\|100.98\|87.00\|1536605;2026-06-26\|102.81\|4.48\|95.00\|105.99\|93.87\|1413223;2026-06-29\|105.55\|2.67\|110.00\|112.88\|100.66\|1355756;2026-06-30\|103.18\|-2.25\|103.54\|105.50\|97.20\|1126628;2026-07-01\|98.82\|-4.23\|106.28\|108.47\|97.73\|1221160;2026-07-02\|92.79\|-6.10\|94.86\|99.70\|91.11\|1039750;2026-07-03\|90.73\|-2.22\|92.97\|96.00\|88.00\|940503;2026-07-06\|88.10\|-2.90\|92.50\|95.80\|86.00\|890121;2026-07-07\|87.55\|-0.62\|87.41\|91.18\|85.33\|754962;2026-07-08\|78.49\|-10.35\|87.55\|89.06\|78.10\|1091618;2026-07-09\|80.80\|2.94\|79.50\|81.09\|74.00\|1188366;2026-07-10\|74.10\|-8.29\|80.50\|84.82\|74.06\|1126455
114594	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	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	2026-03-03\|24.09\|-6.26\|25.70\|25.91\|23.98\|107545;2026-03-04\|24.20\|0.46\|24.17\|24.89\|23.74\|71438;2026-03-05\|24.26\|0.25\|24.65\|24.86\|24.03\|56463;2026-03-06\|25.22\|3.96\|24.01\|25.83\|23.91\|131997;2026-03-09\|24.40\|-3.25\|24.50\|24.50\|23.52\|119746;2026-03-10\|25.21\|3.32\|24.84\|25.26\|24.68\|80366;2026-03-11\|24.83\|-1.51\|25.28\|25.54\|24.70\|66743;2026-03-12\|23.94\|-3.58\|24.72\|24.72\|23.93\|73543;2026-03-13\|23.38\|-2.34\|23.75\|24.06\|23.31\|62955;2026-03-16\|24.26\|3.76\|23.30\|25.10\|23.09\|102758;2026-03-17\|23.50\|-3.13\|24.51\|24.60\|23.42\|84390;2026-03-18\|24.00\|2.13\|23.50\|24.00\|23.38\|62047;2026-03-19\|22.94\|-4.42\|23.55\|23.68\|22.82\|83996;2026-03-20\|22.21\|-3.18\|23.02\|23.30\|22.21\|65779;2026-03-23\|20.60\|-7.25\|21.58\|21.98\|20.35\|114668;2026-03-24\|21.59\|4.81\|21.02\|21.62\|20.66\|97001;2026-03-25\|21.78\|0.88\|21.79\|22.21\|21.60\|70021;2026-03-26\|21.06\|-3.31\|21.69\|21.88\|20.96\|49052;2026-03-27\|21.47\|1.95\|20.69\|21.59\|20.62\|48498;2026-03-30\|21.88\|1.91\|21.18\|21.98\|20.98\|60610;2026-03-31\|21.44\|-2.01\|21.88\|22.12\|21.44\|47997;2026-04-01\|21.96\|2.43\|21.99\|22.33\|21.51\|75924;2026-04-02\|21.19\|-3.51\|21.70\|21.95\|21.00\|58468;2026-04-03\|20.93\|-1.23\|21.23\|21.40\|20.80\|43093;2026-04-07\|21.31\|1.82\|21.15\|21.50\|21.12\|40758;2026-04-08\|22.76\|6.80\|21.93\|22.90\|21.83\|92947;2026-04-09\|22.62\|-0.62\|22.44\|22.90\|22.44\|56962;2026-04-10\|22.50\|-0.53\|22.74\|22.95\|22.49\|54719;2026-04-13\|23.42\|4.09\|22.34\|24.20\|22.25\|139183;2026-04-14\|24.40\|4.18\|24.45\|25.63\|23.55\|234861;2026-04-15\|24.79\|1.60\|24.11\|25.78\|23.67\|262344;2026-04-16\|24.79\|0.00\|24.34\|24.96\|23.98\|142287;2026-04-17\|25.28\|1.98\|24.60\|26.05\|24.53\|207639;2026-04-20\|25.13\|-0.59\|25.56\|25.90\|24.91\|170207;2026-04-21\|24.61\|-2.07\|24.50\|24.98\|24.46\|124667;2026-04-22\|25.17\|2.28\|24.30\|25.30\|24.30\|119146;2026-04-23\|24.40\|-3.06\|25.50\|25.67\|24.26\|105294;2026-04-24\|24.63\|0.94\|24.10\|25.19\|24.08\|109023;2026-04-27\|25.73\|4.47\|25.01\|25.86\|24.66\|176787;2026-04-28\|25.12\|-2.37\|25.48\|25.75\|24.93\|103050;2026-04-29\|24.90\|-0.88\|24.80\|25.20\|24.67\|82136;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
114593	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	MLCC+电子陶瓷+定增扩产 1、据2026年6月10日公告，公司调整定增方案，拟募资不超8.75亿元用于DPC智能化产线及MLCC产线技改等项目，旨在突破产能瓶颈，提升高容产品良率与生产规模。 2、据2026年6月10日公告，公司MLCC业务已逐步攻克材料配方、精密印刷等核心技术，并已与业内知名经销商建立长期战略合作关系；公司电子陶瓷领域DPC业务产品涵盖预制金锡陶瓷热沉，广泛应用于高功率激光器、卫星等领域，并已向创鑫激光、华光光电子等行业头部客户供货。 3、据2025年年度报告，公司主营消费电子精密零部件，客户覆盖华为、小米、OPPO、VIVO等终端品牌，具备冲压、注塑、SMT等全产业链技术要素能力。	公司主要聚焦 MLCC（多层片式陶瓷电容器）这一核心被动元件，成功自主开发出高功率光纤激光器陶瓷热沉	2026-03-03\|29.96\|-8.24\|32.76\|32.77\|29.91\|71844;2026-03-04\|29.68\|-0.93\|29.67\|30.28\|29.10\|49312;2026-03-05\|30.08\|1.35\|29.90\|30.60\|29.67\|45862;2026-03-06\|30.05\|-0.10\|29.80\|30.27\|29.34\|35876;2026-03-09\|29.33\|-2.40\|28.88\|29.50\|27.89\|55813;2026-03-10\|31.13\|6.14\|29.87\|31.96\|29.87\|64660;2026-03-11\|30.20\|-2.99\|31.14\|31.49\|30.09\|47207;2026-03-12\|30.18\|-0.07\|30.00\|30.53\|29.46\|37670;2026-03-13\|29.65\|-1.76\|29.81\|30.50\|29.35\|37156;2026-03-16\|29.52\|-0.44\|29.30\|29.93\|28.78\|29348;2026-03-17\|28.37\|-3.90\|29.80\|29.85\|28.28\|27210;2026-03-18\|29.00\|2.22\|28.86\|29.00\|28.25\|20229;2026-03-19\|28.12\|-3.03\|28.45\|28.52\|27.81\|30816;2026-03-20\|27.05\|-3.81\|28.02\|28.30\|27.01\|28420;2026-03-23\|24.78\|-8.39\|26.86\|26.86\|24.61\|40945;2026-03-24\|26.05\|5.13\|25.56\|26.09\|24.98\|42514;2026-03-25\|28.57\|9.67\|26.49\|29.09\|26.49\|68201;2026-03-26\|26.50\|-7.25\|28.00\|28.00\|26.30\|44774;2026-03-27\|27.01\|1.92\|26.16\|27.08\|25.82\|25742;2026-03-30\|26.82\|-0.70\|26.51\|26.92\|26.17\|20814;2026-03-31\|26.02\|-2.98\|26.78\|26.99\|25.99\|20143;2026-04-01\|26.92\|3.46\|26.92\|27.08\|26.46\|24438;2026-04-02\|26.00\|-3.42\|26.73\|26.90\|25.68\|26179;2026-04-03\|25.17\|-3.19\|26.09\|26.29\|24.93\|29755;2026-04-07\|25.45\|1.11\|25.27\|25.96\|25.27\|20422;2026-04-08\|27.26\|7.11\|26.13\|27.37\|26.07\|32015;2026-04-09\|26.79\|-1.72\|26.99\|27.33\|26.72\|24232;2026-04-10\|26.83\|0.15\|27.10\|27.50\|26.79\|21806;2026-04-13\|26.83\|0.00\|26.72\|27.09\|26.42\|28248;2026-04-14\|27.36\|1.98\|27.15\|27.68\|27.10\|23483;2026-04-15\|28.35\|3.62\|27.38\|30.25\|27.38\|69316;2026-04-16\|29.15\|2.82\|28.07\|29.30\|27.86\|43168;2026-04-17\|29.48\|1.13\|29.17\|29.68\|28.70\|28866;2026-04-20\|29.55\|0.24\|29.69\|30.85\|29.21\|39536;2026-04-21\|29.10\|-1.52\|29.41\|29.60\|28.86\|25328;2026-04-22\|30.15\|3.61\|29.10\|30.30\|28.44\|42832;2026-04-23\|31.10\|3.15\|29.98\|31.44\|29.80\|76126;2026-04-24\|30.82\|-0.90\|30.62\|31.85\|30.11\|45700;2026-04-27\|33.14\|7.53\|30.70\|34.69\|30.53\|80413;2026-04-28\|35.41\|6.85\|32.84\|35.98\|32.84\|97031;2026-04-29\|35.72\|0.88\|35.10\|36.48\|34.12\|87888;2026-04-30\|35.80\|0.22\|35.82\|36.45\|35.40\|48959;2026-05-06\|37.06\|3.52\|35.90\|39.14\|35.90\|76423;2026-05-07\|38.10\|2.81\|37.32\|38.30\|36.58\|42596;2026-05-08\|45.72\|20.00\|37.96\|45.72\|37.69\|152906;2026-05-11\|50.69\|10.87\|46.62\|52.30\|45.77\|183464;2026-05-12\|50.88\|0.37\|49.29\|53.65\|49.29\|140254;2026-05-13\|51.14\|0.51\|50.86\|51.65\|49.41\|80122;2026-05-14\|50.76\|-0.74\|51.80\|54.75\|49.80\|98314;2026-05-15\|48.95\|-3.57\|51.27\|51.57\|48.00\|98107;2026-05-18\|49.26\|0.63\|49.00\|51.85\|48.00\|84550;2026-05-19\|59.11\|20.00\|49.69\|59.11\|49.26\|121589;2026-05-20\|58.23\|-1.49\|61.75\|61.99\|56.00\|133452;2026-05-21\|60.59\|4.05\|58.00\|64.22\|57.40\|145980;2026-05-22\|72.71\|20.00\|63.94\|72.71\|63.94\|147468;2026-05-25\|78.74\|8.29\|80.00\|84.50\|77.59\|166396;2026-05-26\|81.04\|2.92\|75.29\|81.60\|75.23\|128941;2026-05-27\|84.77\|4.60\|77.99\|87.12\|77.00\|122325;2026-05-28\|95.84\|13.06\|83.93\|98.17\|83.00\|128210;2026-05-29\|89.49\|-6.63\|92.00\|96.00\|86.66\|111217;2026-06-01\|82.82\|-7.45\|87.71\|95.13\|82.80\|94491;2026-06-02\|92.10\|11.21\|83.00\|94.30\|82.83\|80086;2026-06-03\|92.25\|0.16\|89.80\|93.93\|85.10\|69162;2026-06-04\|97.68\|5.89\|90.00\|98.77\|88.62\|60739;2026-06-05\|88.84\|-9.05\|95.49\|96.00\|88.83\|67122;2026-06-08\|76.44\|-13.96\|84.98\|85.23\|73.37\|90312;2026-06-09\|91.55\|19.77\|79.90\|91.55\|78.56\|79965;2026-06-10\|88.36\|-3.48\|91.76\|93.88\|85.80\|57026;2026-06-11\|95.20\|7.74\|88.01\|98.96\|86.55\|70709;2026-06-12\|82.00\|-13.87\|90.00\|91.99\|81.11\|83119;2026-06-15\|96.32\|17.46\|83.99\|98.00\|83.99\|80851;2026-06-16\|103.01\|6.95\|100.00\|114.90\|99.30\|84324;2026-06-17\|123.61\|20.00\|105.91\|123.61\|105.91\|72351;2026-06-18\|129.03\|4.38\|120.83\|139.00\|111.01\|72332;2026-06-22\|132.36\|2.58\|125.01\|134.34\|121.50\|53346;2026-06-23\|123.60\|-6.62\|128.20\|129.88\|118.00\|36450;2026-06-24\|128.81\|4.22\|120.99\|129.00\|115.81\|57048;2026-06-25\|144.00\|11.79\|136.00\|150.00\|133.00\|68360;2026-07-01\|130.70\|-9.24\|132.00\|143.99\|123.58\|82546;2026-07-02\|110.89\|-15.16\|115.50\|122.88\|109.00\|45221;2026-07-03\|99.49\|-10.28\|109.14\|110.00\|98.00\|53366;2026-07-06\|95.32\|-4.19\|101.00\|105.80\|94.00\|43965;2026-07-07\|93.36\|-2.06\|95.95\|101.09\|92.00\|37698;2026-07-08\|95.25\|2.02\|95.23\|99.00\|88.17\|33660;2026-07-09\|100.26\|5.26\|97.78\|100.58\|91.00\|47101;2026-07-10\|98.88\|-1.38\|100.28\|103.85\|96.51\|3967195
114592	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	涨停揭秘：AI服务器产业链热度延续，公司产品已用于英伟达服务器电流感测环节；涨停缘由：主营电流感测精密电阻及熔断器，为英伟达服务器电源管理提供关键元件，受益于全球AI算力基建加速扩张；资金逻辑：首板即放量涨停，换手充分，显示游资与量化资金快速识别其在AI硬件链中的细分卡位价值；风险提示：客户集中度高，单一客户依赖风险显著，且无公开业绩验证订单规模	公司主要从事电流感测精密电阻及熔断器，产品运用在英伟达服务器中	2026-03-03\|37.45\|-3.38\|38.89\|39.31\|37.31\|62655;2026-03-04\|38.12\|1.79\|37.25\|38.95\|37.00\|56022;2026-03-05\|38.17\|0.13\|38.96\|39.11\|37.50\|46629;2026-03-06\|37.78\|-1.02\|38.00\|38.38\|37.51\|28520;2026-03-09\|36.87\|-2.41\|37.00\|37.19\|35.32\|64594;2026-03-10\|38.20\|3.61\|37.73\|38.45\|37.45\|51947;2026-03-11\|37.62\|-1.52\|38.11\|38.61\|37.50\|38632;2026-03-12\|37.25\|-0.98\|37.36\|38.56\|36.90\|55107;2026-03-13\|36.38\|-2.34\|37.00\|37.17\|36.30\|35268;2026-03-16\|38.00\|4.45\|36.21\|38.00\|35.43\|68166;2026-03-17\|36.91\|-2.87\|38.00\|38.16\|36.88\|47498;2026-03-18\|37.75\|2.28\|37.21\|37.98\|37.01\|42714;2026-03-19\|36.10\|-4.37\|37.16\|37.43\|35.81\|41670;2026-03-20\|34.53\|-4.35\|36.66\|36.80\|34.50\|53400;2026-03-23\|32.11\|-7.01\|33.92\|34.10\|31.70\|82450;2026-03-24\|32.67\|1.74\|33.00\|33.30\|31.60\|46056;2026-03-25\|34.70\|6.21\|32.61\|35.00\|32.61\|75837;2026-03-26\|33.81\|-2.56\|34.75\|35.59\|33.70\|55304;2026-03-27\|34.19\|1.12\|33.34\|34.48\|33.03\|34273;2026-03-30\|34.15\|-0.12\|33.62\|34.50\|33.31\|30631;2026-03-31\|33.76\|-1.14\|33.99\|34.90\|33.62\|32685;2026-04-01\|34.89\|3.35\|34.52\|35.79\|34.38\|46820;2026-04-02\|33.48\|-4.04\|34.73\|34.78\|33.27\|32295;2026-04-03\|34.10\|1.85\|33.68\|34.80\|33.16\|35688;2026-04-07\|34.26\|0.47\|34.22\|34.86\|34.00\|29868;2026-04-08\|35.50\|3.62\|34.98\|35.52\|34.84\|46998;2026-04-09\|34.88\|-1.75\|35.19\|35.32\|34.71\|40678;2026-04-10\|34.63\|-0.72\|35.15\|35.34\|34.61\|41412;2026-04-13\|34.54\|-0.26\|34.50\|34.91\|34.22\|30746;2026-04-14\|34.85\|0.90\|34.85\|35.39\|34.48\|45437;2026-04-15\|34.64\|-0.60\|35.10\|35.42\|34.58\|43566;2026-04-16\|34.84\|0.58\|34.89\|35.23\|34.74\|40705;2026-04-17\|35.81\|2.78\|34.75\|36.20\|34.72\|78302;2026-04-20\|37.44\|4.55\|35.86\|37.73\|35.40\|87975;2026-04-21\|41.92\|11.97\|37.30\|43.00\|37.11\|248093;2026-04-22\|41.92\|0.00\|42.73\|43.04\|41.41\|174476;2026-04-23\|39.71\|-5.27\|41.81\|41.93\|39.09\|125102;2026-04-24\|39.39\|-0.81\|39.32\|40.18\|38.71\|81165;2026-04-27\|39.82\|1.09\|39.46\|40.80\|39.46\|79874;2026-04-28\|38.88\|-2.36\|39.90\|39.90\|38.58\|62528;2026-04-29\|39.55\|1.72\|38.59\|40.49\|37.76\|91636;2026-04-30\|39.99\|1.11\|39.76\|41.77\|39.55\|80535;2026-05-06\|40.13\|0.35\|40.38\|40.60\|39.90\|89438;2026-05-07\|42.50\|5.91\|40.30\|43.64\|39.69\|136536;2026-05-08\|42.87\|0.87\|42.08\|43.69\|42.04\|91736;2026-05-11\|43.81\|2.19\|43.37\|44.44\|43.00\|106676;2026-05-12\|45.01\|2.74\|43.99\|45.92\|43.43\|134704;2026-05-13\|44.35\|-1.47\|44.44\|45.16\|44.00\|81483;2026-05-14\|43.01\|-3.02\|44.36\|44.62\|42.86\|77484;2026-05-15\|42.52\|-1.14\|43.46\|43.80\|42.19\|60490;2026-05-18\|41.78\|-1.74\|42.10\|42.58\|41.51\|54066;2026-05-19\|43.09\|3.14\|41.99\|43.69\|41.22\|73567;2026-05-20\|43.07\|-0.05\|42.96\|43.90\|42.53\|65539;2026-05-21\|40.55\|-5.85\|43.50\|44.05\|40.40\|94408;2026-05-22\|44.66\|10.14\|40.93\|45.20\|40.93\|128433;2026-05-25\|47.53\|6.43\|45.87\|48.94\|45.21\|138743;2026-05-26\|47.25\|-0.59\|46.45\|48.80\|46.26\|112397;2026-05-27\|45.59\|-2.79\|46.96\|47.85\|45.30\|101850;2026-05-28\|47.63\|4.47\|45.21\|47.97\|45.06\|113713;2026-05-29\|45.28\|-4.93\|48.58\|50.00\|44.89\|151764;2026-06-01\|47.75\|5.45\|44.72\|49.98\|44.44\|165902;2026-06-02\|50.10\|4.92\|48.00\|51.23\|47.10\|220579;2026-06-03\|51.65\|3.09\|49.60\|57.00\|49.30\|283390;2026-06-04\|57.10\|10.55\|51.00\|58.99\|50.60\|281639;2026-06-05\|63.52\|11.24\|55.39\|65.82\|55.19\|312054;2026-06-08\|57.00\|-10.26\|59.79\|64.20\|53.67\|293206;2026-06-09\|56.66\|-0.60\|57.07\|58.40\|54.07\|226226;2026-06-10\|51.53\|-9.05\|54.50\|54.80\|50.08\|209965;2026-06-11\|49.97\|-3.03\|51.29\|53.30\|49.19\|167891;2026-06-12\|47.80\|-4.34\|51.48\|52.27\|47.31\|154063;2026-06-15\|56.37\|17.93\|48.22\|57.36\|48.20\|288684;2026-06-16\|56.43\|0.11\|56.16\|57.94\|55.65\|175936;2026-06-17\|57.79\|2.41\|55.77\|58.59\|55.27\|236235;2026-06-18\|60.58\|4.83\|57.21\|62.00\|56.75\|218286;2026-06-22\|62.25\|2.76\|62.00\|68.00\|60.11\|239500;2026-06-23\|57.79\|-7.16\|60.30\|60.83\|56.48\|203840;2026-06-24\|61.96\|7.22\|57.37\|61.99\|56.00\|193193;2026-06-25\|66.78\|7.78\|63.00\|68.80\|62.11\|236032;2026-06-26\|63.32\|-5.18\|67.88\|68.00\|62.00\|190373;2026-06-29\|56.83\|-10.25\|63.00\|63.77\|55.49\|173240;2026-06-30\|58.46\|2.87\|58.04\|61.40\|56.90\|153835;2026-07-01\|58.05\|-0.70\|58.58\|61.57\|55.35\|162331;2026-07-02\|54.33\|-6.41\|55.00\|57.85\|53.10\|121134;2026-07-03\|50.99\|-6.15\|54.00\|54.50\|50.90\|132752;2026-07-06\|51.41\|0.82\|52.00\|53.27\|50.34\|96349;2026-07-07\|49.41\|-3.89\|51.12\|51.40\|48.86\|86358;2026-07-08\|48.30\|-2.25\|49.90\|50.78\|46.26\|92318;2026-07-09\|50.32\|4.18\|48.55\|50.49\|47.55\|91975;2026-07-10\|46.94\|-6.72\|50.31\|51.15\|46.66\|111481
114591	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	涨停揭秘：三环集团作为Bloom Energy燃料电池隔膜片主要供应商，直接受益于美国GE Vernova能源设备利润大增及全球氢能设备加速放量，叠加自身一季度净利润同比增长48.48%；涨停缘由：深度绑定国际头部燃料电池企业Bloom Energy；燃气轮机与氢能装备产业链景气上行；年报及一季报密集披露期业绩兑现；资金逻辑：机构持仓强化+主题资金回流，燃气轮机板块近期获北向与游资共振，龙虎榜多次出现机构席位净买入；风险提示：海外客户订单波动性大，出口占比高带来汇率与地缘政治风险；当前估值已处近三年高位，短期涨幅较大存回调压力	1、国内电子陶瓷元件龙头；公司核心产品为多层片式陶瓷电容器（MLCC）； 2、公司与Bloom Energy已建立长期合作关系，是其燃料电池隔膜片的主要供应商	2026-03-03\|59.77\|-5.13\|63.00\|63.70\|59.41\|370463;2026-03-04\|59.06\|-1.19\|59.04\|60.56\|58.61\|226066;2026-03-05\|58.98\|-0.14\|60.60\|60.78\|58.38\|246760;2026-03-06\|58.90\|-0.14\|58.52\|59.80\|57.51\|242945;2026-03-09\|56.98\|-3.26\|56.92\|57.30\|54.51\|311749;2026-03-10\|59.51\|4.44\|58.50\|60.36\|58.20\|283623;2026-03-11\|58.08\|-2.40\|59.10\|59.98\|57.80\|236709;2026-03-12\|56.23\|-3.19\|57.70\|57.85\|54.80\|309464;2026-03-13\|54.79\|-2.56\|55.81\|56.01\|54.53\|229591;2026-03-16\|55.06\|0.49\|54.60\|55.10\|53.16\|202425;2026-03-17\|54.80\|-0.47\|55.58\|56.46\|54.20\|319452;2026-03-18\|56.11\|2.39\|55.59\|57.17\|55.30\|273973;2026-03-19\|55.95\|-0.29\|54.80\|57.04\|54.42\|253593;2026-03-20\|54.50\|-2.59\|56.30\|56.60\|54.31\|232599;2026-03-23\|51.12\|-6.20\|53.25\|53.53\|50.70\|308603;2026-03-24\|54.24\|6.10\|52.03\|54.27\|51.36\|287258;2026-03-25\|55.58\|2.47\|54.45\|56.19\|54.13\|207642;2026-03-26\|55.20\|-0.68\|55.04\|55.98\|54.90\|141899;2026-03-27\|54.84\|-0.65\|54.26\|55.79\|53.55\|160031;2026-03-30\|54.10\|-1.35\|53.00\|54.36\|52.15\|204914;2026-03-31\|52.85\|-2.31\|54.10\|54.78\|52.64\|150666;2026-04-01\|54.53\|3.18\|54.50\|55.58\|54.06\|166265;2026-04-02\|53.18\|-2.48\|54.42\|54.52\|52.72\|120120;2026-04-03\|54.84\|3.12\|53.48\|55.35\|53.00\|183650;2026-04-07\|56.69\|3.37\|55.20\|56.93\|54.76\|245658;2026-04-08\|58.39\|3.00\|58.00\|58.78\|56.64\|295898;2026-04-09\|58.58\|0.33\|57.52\|59.30\|57.23\|196309;2026-04-10\|59.62\|1.78\|59.30\|61.16\|59.14\|313038;2026-04-13\|61.50\|3.15\|58.64\|61.90\|58.64\|255623;2026-04-14\|64.61\|5.06\|69.16\|70.50\|63.77\|440918;2026-04-15\|65.32\|1.10\|66.90\|67.56\|64.01\|384348;2026-04-16\|65.07\|-0.38\|65.00\|65.83\|64.23\|239297;2026-04-17\|65.17\|0.15\|64.91\|65.96\|64.32\|215657;2026-04-20\|63.49\|-2.58\|64.72\|66.03\|63.18\|255837;2026-04-21\|66.09\|4.10\|64.48\|66.90\|64.10\|300801;2026-04-22\|67.00\|1.38\|65.46\|68.00\|65.38\|260594;2026-04-23\|70.10\|4.63\|68.00\|71.14\|67.50\|435766;2026-04-24\|74.99\|6.98\|72.11\|76.80\|72.11\|477906;2026-04-27\|75.71\|0.96\|75.00\|76.60\|73.88\|393932;2026-04-28\|81.68\|7.89\|75.56\|82.96\|75.30\|532667;2026-04-29\|82.01\|0.40\|81.28\|83.66\|79.70\|291475;2026-04-30\|85.70\|4.50\|82.56\|87.30\|82.00\|423332;2026-05-06\|85.00\|-0.82\|85.50\|86.99\|81.85\|420590;2026-05-07\|86.98\|2.33\|86.00\|88.65\|85.34\|367169;2026-05-08\|86.30\|-0.78\|84.50\|86.61\|83.70\|340803;2026-05-11\|88.22\|2.76\|87.58\|91.50\|85.88\|319369;2026-05-12\|88.21\|-0.01\|89.80\|90.25\|86.70\|236248;2026-05-13\|90.69\|2.81\|87.45\|91.79\|86.96\|338965;2026-05-14\|88.39\|-2.54\|91.90\|92.29\|87.95\|264185;2026-05-15\|85.70\|-3.04\|88.51\|90.28\|84.85\|333375;2026-05-18\|87.90\|2.57\|85.06\|90.30\|84.64\|316747;2026-05-19\|96.54\|9.83\|89.55\|97.80\|88.71\|521740;2026-05-20\|95.96\|-0.60\|96.30\|97.09\|91.50\|372153;2026-05-21\|98.47\|2.62\|98.99\|105.00\|98.42\|503859;2026-05-22\|115.00\|16.79\|104.99\|118.00\|104.68\|823684;2026-05-25\|115.35\|0.30\|121.00\|123.00\|114.00\|899259;2026-05-26\|116.93\|1.37\|113.00\|117.58\|109.38\|785030;2026-05-27\|122.99\|5.18\|119.03\|129.28\|119.03\|791479;2026-05-28\|132.11\|7.42\|126.00\|135.00\|123.00\|991670;2026-05-29\|128.78\|-2.52\|132.00\|132.00\|125.30\|661594;2026-06-01\|125.63\|-2.45\|125.00\|137.13\|124.62\|782609;2026-06-02\|134.46\|7.03\|122.00\|138.18\|120.02\|878184;2026-06-03\|134.89\|0.32\|134.79\|137.71\|129.38\|703100;2026-06-04\|139.03\|3.07\|131.77\|141.00\|127.00\|740527;2026-06-05\|134.83\|-3.02\|136.00\|142.90\|130.00\|782509;2026-06-08\|122.92\|-8.83\|130.78\|132.56\|121.52\|921088;2026-06-09\|141.02\|14.72\|126.43\|144.00\|123.39\|854750;2026-06-10\|132.00\|-6.40\|135.50\|137.85\|130.00\|537341;2026-06-11\|131.63\|-0.28\|132.55\|140.66\|129.50\|548531;2026-06-12\|126.50\|-3.90\|136.38\|136.82\|125.20\|602746;2026-06-15\|150.25\|18.77\|133.60\|151.79\|131.11\|831020;2026-06-16\|150.22\|-0.02\|150.10\|157.08\|149.01\|888017;2026-06-17\|155.46\|3.49\|150.00\|159.00\|148.36\|809404;2026-06-18\|157.89\|1.56\|155.47\|166.66\|154.23\|771287;2026-06-22\|156.11\|-1.13\|161.04\|164.98\|150.00\|776829;2026-06-23\|145.50\|-6.80\|155.75\|155.80\|143.97\|678132;2026-06-24\|145.26\|-0.16\|144.81\|150.23\|142.20\|685009;2026-06-25\|163.62\|12.64\|150.19\|165.00\|147.00\|887911;2026-06-26\|160.05\|-2.18\|157.11\|164.49\|154.90\|748157;2026-06-29\|166.69\|4.15\|170.00\|180.35\|160.58\|914292;2026-06-30\|166.90\|0.13\|167.00\|171.22\|157.00\|744854;2026-07-01\|170.46\|2.13\|175.45\|177.77\|165.01\|739563;2026-07-02\|148.20\|-13.06\|161.85\|163.65\|146.07\|888724;2026-07-03\|144.89\|-2.23\|147.98\|154.19\|138.36\|664844;2026-07-06\|141.73\|-2.18\|148.50\|154.10\|139.03\|761128;2026-07-07\|140.00\|-1.22\|140.00\|146.29\|136.00\|530737;2026-07-08\|130.43\|-6.84\|141.18\|142.99\|129.38\|858976;2026-07-09\|133.81\|2.59\|132.00\|134.50\|124.21\|816221;2026-07-10\|127.05\|-5.05\|136.11\|144.49\|126.17\|734356
114590	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	薄膜电容器+AI数据中心电源+固态变压器行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。公司原因： 1、据2026年5月21日投资者关系活动记录表，公司正全面跟进固态变压器等与AI数据中心电源相关应用场景的产品开发与市场导入，并预计将进一步扩大AI算力应用领域配套产品的产能。 2、据2026年5月22日互动易，公司薄膜电容器已用于AI服务器电源及数据中心电源等应用领域。 3、据2026年6月4日互动易，公司目前生产处于满产状态，三季度订单充足。	公司薄膜电容器广泛应用于新能源（光伏、储能、风电、新能源汽车）、数据中心、智能电网、轨道交通、工业控制、消费类等应用领域	2026-03-03\|114.95\|-3.70\|120.80\|120.90\|114.88\|62348;2026-03-04\|114.06\|-0.77\|114.50\|117.34\|113.30\|45710;2026-03-05\|114.71\|0.57\|115.67\|118.28\|114.00\|47896;2026-03-06\|117.85\|2.74\|114.71\|121.49\|114.33\|67881;2026-03-09\|115.37\|-2.10\|116.88\|116.88\|111.61\|67382;2026-03-10\|117.10\|1.50\|116.88\|117.86\|116.10\|39279;2026-03-11\|118.91\|1.55\|117.61\|120.50\|117.01\|50233;2026-03-12\|121.05\|1.80\|119.00\|122.47\|117.59\|61113;2026-03-13\|117.85\|-2.64\|120.01\|121.77\|117.40\|48045;2026-03-16\|118.41\|0.48\|117.90\|119.44\|115.26\|37364;2026-03-17\|115.00\|-2.88\|118.77\|119.25\|114.30\|45602;2026-03-18\|124.47\|8.23\|115.00\|126.50\|115.00\|160105;2026-03-19\|122.96\|-1.21\|123.08\|125.71\|122.37\|97803;2026-03-20\|124.60\|1.33\|123.88\|129.90\|123.88\|117080;2026-03-23\|120.03\|-3.67\|122.02\|126.30\|119.27\|99151;2026-03-24\|127.18\|5.96\|122.10\|127.98\|120.18\|112828;2026-03-25\|136.77\|7.54\|132.00\|139.33\|130.90\|157737;2026-03-26\|134.88\|-1.38\|136.69\|137.78\|133.70\|89262;2026-03-27\|142.68\|5.78\|133.50\|143.03\|133.01\|132713;2026-03-30\|132.50\|-7.13\|135.53\|138.78\|130.00\|151431;2026-03-31\|124.91\|-5.73\|131.78\|132.40\|124.65\|118961;2026-04-01\|129.55\|3.71\|127.76\|132.88\|125.53\|106603;2026-04-02\|123.66\|-4.55\|130.57\|130.58\|122.60\|84229;2026-04-03\|119.18\|-3.62\|123.66\|124.27\|119.17\|70657;2026-04-07\|116.65\|-2.12\|119.59\|120.08\|115.68\|72447;2026-04-08\|121.08\|3.80\|119.39\|121.30\|118.95\|81904;2026-04-09\|120.26\|-0.68\|119.01\|120.68\|117.67\|81276;2026-04-10\|120.00\|-0.22\|120.98\|122.49\|119.42\|72878;2026-04-13\|119.39\|-0.51\|118.49\|121.50\|118.20\|54984;2026-04-14\|126.27\|5.76\|120.01\|126.31\|118.99\|108643;2026-04-15\|123.22\|-2.42\|126.67\|127.27\|122.31\|90120;2026-04-16\|123.70\|0.39\|122.57\|124.82\|122.57\|60028;2026-04-17\|127.34\|2.94\|123.02\|127.89\|123.02\|83901;2026-04-20\|126.00\|-1.05\|127.34\|127.34\|124.89\|61804;2026-04-21\|123.42\|-2.05\|126.17\|126.18\|123.20\|64278;2026-04-22\|124.50\|0.88\|123.26\|124.68\|121.99\|62318;2026-04-23\|119.16\|-4.29\|124.07\|124.16\|118.48\|93578;2026-04-24\|119.84\|0.57\|118.15\|122.74\|118.10\|57887;2026-04-27\|118.40\|-1.20\|119.80\|119.87\|117.11\|45534;2026-04-28\|114.49\|-3.30\|117.20\|118.38\|112.97\|80646;2026-04-29\|115.20\|0.62\|113.00\|116.66\|112.78\|49555;2026-04-30\|118.02\|2.45\|117.16\|120.45\|117.10\|68860;2026-05-06\|122.65\|3.92\|118.99\|123.85\|118.88\|95192;2026-05-07\|124.13\|1.21\|122.66\|125.60\|122.21\|62668;2026-05-08\|123.00\|-0.91\|123.80\|124.80\|121.88\|53234;2026-05-11\|128.70\|4.63\|123.81\|131.00\|123.65\|117805;2026-05-12\|126.03\|-2.07\|129.00\|130.93\|124.50\|64933;2026-05-13\|132.70\|5.29\|125.33\|134.60\|124.08\|107897;2026-05-14\|130.87\|-1.38\|134.95\|135.28\|128.91\|80338;2026-05-15\|133.97\|2.37\|130.90\|138.67\|127.25\|99382;2026-05-18\|134.18\|0.16\|132.80\|135.88\|131.45\|65243;2026-05-19\|147.60\|10.00\|132.58\|147.60\|131.00\|135452;2026-05-20\|162.36\|10.00\|150.55\|162.36\|150.55\|77411;2026-05-21\|158.36\|-2.46\|168.00\|171.67\|156.19\|228825;2026-05-22\|174.20\|10.00\|160.00\|174.20\|160.00\|170911;2026-05-25\|172.43\|-1.02\|176.00\|176.58\|167.35\|155454;2026-05-26\|162.51\|-5.75\|167.58\|168.98\|159.69\|124274;2026-05-27\|170.37\|4.84\|162.51\|176.32\|162.51\|139584;2026-05-28\|176.77\|3.76\|173.00\|179.99\|172.00\|129094;2026-05-29\|165.88\|-6.16\|181.11\|182.88\|163.54\|114563;2026-06-01\|154.40\|-6.92\|164.31\|165.88\|153.99\|124015;2026-06-02\|165.88\|7.44\|155.20\|169.50\|152.00\|116223;2026-06-03\|161.00\|-2.94\|165.88\|166.88\|158.32\|111562;2026-06-04\|171.74\|6.67\|157.99\|175.25\|157.99\|134498;2026-06-05\|169.36\|-1.39\|168.88\|174.68\|162.22\|144056;2026-06-08\|156.32\|-7.70\|159.00\|165.80\|154.20\|117447;2026-06-09\|166.57\|6.56\|160.00\|167.48\|151.60\|129827;2026-06-10\|155.00\|-6.95\|164.30\|164.73\|152.20\|114040;2026-06-11\|150.25\|-3.06\|152.30\|155.96\|147.59\|99985;2026-06-12\|143.00\|-3.35\|152.09\|153.20\|141.50\|112913;2026-06-15\|157.30\|10.00\|145.00\|157.30\|144.60\|90644;2026-06-16\|168.29\|6.99\|161.00\|173.00\|159.51\|128365;2026-06-17\|170.05\|1.05\|168.29\|172.23\|165.55\|94798;2026-06-18\|168.19\|-1.09\|169.98\|175.39\|167.77\|101054;2026-06-22\|172.94\|2.82\|170.50\|177.25\|167.50\|125242;2026-06-23\|162.51\|-6.03\|172.00\|172.00\|160.60\|100728;2026-06-24\|178.76\|10.00\|162.45\|178.76\|161.95\|165524;2026-06-25\|190.04\|6.31\|183.00\|191.55\|178.97\|209156;2026-06-26\|188.76\|-0.67\|188.00\|195.50\|177.70\|170848;2026-06-29\|189.40\|0.34\|191.00\|198.80\|185.60\|169242;2026-06-30\|190.80\|0.74\|186.00\|195.68\|184.10\|131285;2026-07-01\|182.55\|-4.32\|192.20\|195.20\|177.99\|141116;2026-07-02\|164.30\|-10.00\|172.55\|173.30\|164.30\|112859;2026-07-03\|157.06\|-4.41\|160.27\|163.68\|153.52\|105367;2026-07-06\|153.64\|-2.18\|160.00\|161.82\|149.40\|92108;2026-07-07\|150.47\|-2.06\|153.50\|157.50\|148.71\|67639;2026-07-08\|140.84\|-6.40\|151.00\|151.37\|140.36\|91508;2026-07-09\|150.88\|7.13\|143.65\|151.60\|140.33\|95323;2026-07-10\|143.65\|-4.79\|151.47\|154.26\|143.65\|88361
114589	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	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	2026-03-03\|101.46\|-7.44\|109.13\|110.88\|101.21\|152643;2026-03-04\|99.09\|-2.34\|99.00\|103.12\|97.58\|136255;2026-03-05\|99.90\|0.82\|102.50\|102.76\|99.28\|79874;2026-03-06\|97.38\|-2.52\|99.94\|100.78\|96.06\|101351;2026-03-09\|95.29\|-2.15\|92.82\|96.40\|90.36\|104292;2026-03-10\|99.13\|4.03\|97.04\|100.66\|96.00\|105881;2026-03-11\|97.90\|-1.24\|99.13\|99.45\|96.50\|67168;2026-03-12\|96.02\|-1.92\|97.00\|97.90\|93.50\|74625;2026-03-13\|93.49\|-2.63\|94.73\|96.66\|93.24\|50043;2026-03-16\|91.33\|-2.31\|94.80\|94.80\|88.60\|77023;2026-03-17\|91.25\|-0.09\|92.87\|95.90\|88.78\|102739;2026-03-18\|94.80\|3.89\|92.12\|96.51\|90.96\|106811;2026-03-19\|91.00\|-4.01\|93.68\|95.68\|90.31\|67343;2026-03-20\|90.36\|-0.70\|92.14\|94.00\|89.67\|77084;2026-03-23\|86.23\|-4.57\|86.80\|89.80\|85.20\|85552;2026-03-24\|87.10\|1.01\|88.05\|89.00\|84.30\|50001;2026-03-25\|91.59\|5.16\|89.00\|94.50\|88.85\|68991;2026-03-26\|90.64\|-1.04\|92.24\|93.24\|89.31\|41887;2026-03-27\|91.16\|0.57\|89.49\|93.27\|88.26\|45717;2026-03-30\|94.08\|3.20\|91.33\|95.66\|88.50\|77779;2026-03-31\|92.22\|-1.98\|95.56\|98.05\|91.52\|77383;2026-04-01\|95.30\|3.34\|95.81\|96.70\|93.42\|63413;2026-04-02\|94.58\|-0.76\|96.63\|98.59\|93.20\|58234;2026-04-03\|99.90\|5.62\|95.80\|101.00\|93.50\|90880;2026-04-07\|98.78\|-1.12\|99.75\|102.60\|98.22\|72830;2026-04-08\|105.25\|6.55\|101.17\|105.99\|101.17\|82860;2026-04-09\|105.61\|0.34\|103.93\|110.00\|103.93\|72619;2026-04-10\|104.92\|-0.65\|106.47\|110.58\|104.80\|92091;2026-04-13\|112.35\|7.08\|106.00\|115.00\|104.20\|117394;2026-04-14\|111.00\|-1.20\|110.29\|115.52\|107.12\|132849;2026-04-15\|106.79\|-3.79\|111.18\|113.66\|106.15\|106447;2026-04-16\|110.15\|3.15\|107.10\|112.40\|105.00\|75783;2026-04-17\|114.36\|3.82\|109.60\|116.03\|108.80\|76334;2026-04-20\|108.05\|-5.52\|114.36\|114.36\|106.27\|137246;2026-04-21\|106.96\|-1.01\|107.98\|108.89\|105.98\|79600;2026-04-22\|117.66\|10.00\|108.60\|117.66\|108.59\|71450;2026-04-23\|115.20\|-2.09\|120.43\|127.00\|112.00\|173214;2026-04-24\|118.01\|2.44\|115.26\|119.96\|113.99\|104760;2026-04-27\|119.00\|0.84\|116.66\|121.50\|114.19\|96802;2026-04-28\|122.62\|3.04\|118.63\|124.78\|117.23\|111682;2026-04-29\|119.62\|-2.45\|115.17\|123.00\|115.17\|117294;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
114588	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	可转债强赎+MLCC离型膜+HVLP铜箔+复合集流体行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月15日公告，公司提前赎回“洁美转债”，该转债将于2026年6月17日起停止交易，6月23日停止转股并赎回。 2、据2026年5月22日投资者关系活动记录表及2026年5月26日互动易，公司MLCC离型膜已实现对三星、村田等日韩系大客户批量供货，韩系海外基地开始放量，4月出货超2700万平米；公司高端离型膜可支撑1000层及以上MLCC生产。 3、据2026年5月22日投资者关系活动记录表，控股子公司柔震科技HVLP铜箔已向韩国斗山、华正新材送样测试，公司依托MLCC离型膜技术切入高频高速铜箔领域，布局AI算力前端材料。 4、据2026年4月21日年报及2026年5月22日投资者关系活动记录表，控股子公司柔震科技新增7条复合铝箔和3条复合铜箔产线处于调试阶段，2026年一季度归母净利润4775.29万元，同比增长41.59%。	全球电子元器件封装耗材一站式整体解决方案提供商；公司纸质载带主要用于被动元器件如电阻、电容、电感的储存、运输、封装生产环节，离型膜主要应用于MLCC、偏光片等领域；公司MLCC离型膜实现了向国巨、华新科、风华高科、三环集团等主要客户的稳定批量供货	2026-03-17\|43.08\|1.08\|45.00\|45.15\|40.67\|302821;2026-03-18\|44.61\|3.55\|42.36\|45.83\|42.36\|185798;2026-03-19\|40.75\|-8.65\|43.04\|43.48\|40.38\|154810;2026-03-20\|39.33\|-3.48\|41.45\|41.59\|39.22\|120078;2026-03-23\|38.39\|-2.39\|37.76\|39.97\|37.76\|117967;2026-03-24\|41.24\|7.42\|39.50\|41.36\|38.00\|117493;2026-03-25\|44.18\|7.13\|42.07\|44.73\|41.11\|122675;2026-03-26\|39.76\|-10.00\|44.18\|44.18\|39.76\|150494;2026-03-27\|39.84\|0.20\|38.54\|40.86\|38.13\|114737;2026-03-30\|42.00\|5.42\|38.81\|42.35\|38.21\|116604;2026-03-31\|39.76\|-5.33\|41.99\|41.99\|39.26\|98188;2026-04-01\|40.40\|1.61\|40.72\|41.81\|40.22\|59808;2026-04-02\|39.80\|-1.49\|41.22\|41.22\|39.40\|48419;2026-04-03\|40.00\|0.50\|39.87\|40.96\|39.61\|36139;2026-04-07\|39.60\|-1.00\|40.00\|41.26\|39.37\|36781;2026-04-08\|42.47\|7.25\|40.50\|42.60\|40.30\|64852;2026-04-09\|42.90\|1.01\|41.90\|43.70\|41.40\|87552;2026-04-10\|42.62\|-0.65\|43.22\|44.22\|42.57\|95515;2026-04-13\|42.72\|0.23\|42.21\|44.11\|42.21\|55482;2026-04-14\|42.80\|0.19\|42.93\|43.79\|41.78\|74854;2026-04-15\|42.12\|-1.59\|43.34\|43.98\|41.90\|80440;2026-04-16\|46.33\|10.00\|42.12\|46.33\|42.12\|160315;2026-04-17\|50.22\|8.40\|48.65\|50.90\|47.47\|261667;2026-04-20\|48.97\|-2.49\|50.73\|50.98\|48.40\|135755;2026-04-21\|46.69\|-4.66\|48.39\|48.39\|46.03\|156199;2026-04-22\|47.26\|1.22\|46.80\|47.71\|46.15\|87357;2026-04-23\|45.58\|-3.55\|47.26\|47.45\|44.90\|91971;2026-04-24\|45.98\|0.88\|44.84\|46.78\|44.72\|91688;2026-04-27\|47.39\|3.07\|46.80\|48.49\|46.26\|137935;2026-04-28\|48.85\|3.08\|47.41\|50.13\|46.50\|157696;2026-04-29\|49.50\|1.33\|48.11\|50.16\|48.00\|108795;2026-04-30\|51.00\|3.03\|49.30\|51.09\|48.35\|102762;2026-05-06\|49.93\|-2.10\|50.21\|51.79\|49.50\|138962;2026-05-07\|50.28\|0.70\|49.93\|51.69\|49.66\|113664;2026-05-08\|48.98\|-2.59\|50.00\|50.25\|48.74\|93567;2026-05-11\|51.40\|4.94\|49.91\|52.27\|49.11\|134183;2026-05-12\|51.88\|0.93\|52.02\|52.79\|50.61\|95249;2026-05-13\|51.55\|-0.64\|51.04\|52.45\|50.20\|139286;2026-05-14\|53.80\|4.36\|51.58\|54.80\|51.23\|180011;2026-05-15\|51.51\|-4.26\|53.04\|54.50\|50.69\|122313;2026-05-18\|52.35\|1.63\|51.74\|53.87\|49.60\|133158;2026-05-19\|56.78\|8.46\|51.94\|57.59\|51.15\|207489;2026-05-20\|56.25\|-0.93\|56.21\|57.11\|54.73\|119937;2026-05-21\|54.59\|-2.95\|56.69\|58.48\|54.01\|137501;2026-05-22\|60.05\|10.00\|54.91\|60.05\|54.91\|193408;2026-05-25\|64.29\|7.06\|63.91\|66.06\|62.26\|298568;2026-05-26\|63.17\|-1.74\|64.80\|66.18\|62.26\|205999;2026-05-27\|63.59\|0.66\|63.41\|65.30\|62.30\|171485;2026-05-28\|69.82\|10.00\|64.07\|69.82\|64.04\|210077;2026-05-29\|69.20\|-0.89\|71.55\|75.66\|68.61\|319608;2026-06-01\|75.05\|8.45\|69.90\|76.12\|69.05\|321794;2026-06-02\|80.40\|7.13\|72.62\|82.28\|70.10\|325992;2026-06-03\|86.72\|7.86\|80.00\|87.86\|76.26\|342322;2026-06-04\|94.39\|8.84\|84.25\|95.36\|84.25\|323531;2026-06-05\|86.56\|-8.30\|92.50\|94.93\|86.19\|341303;2026-06-08\|80.30\|-7.23\|79.00\|86.20\|79.00\|358183;2026-06-09\|88.33\|10.00\|81.62\|88.33\|80.00\|363340;2026-06-10\|82.58\|-6.51\|86.66\|86.70\|81.29\|292769;2026-06-11\|78.01\|-5.53\|81.12\|85.50\|76.00\|330581;2026-06-12\|75.28\|-3.50\|80.40\|80.99\|74.60\|286386;2026-06-15\|82.81\|10.00\|78.88\|82.81\|78.88\|216915;2026-06-16\|89.00\|7.47\|86.50\|91.09\|85.51\|351313;2026-06-17\|90.66\|1.87\|89.00\|93.69\|88.26\|314905;2026-06-18\|99.73\|10.00\|90.64\|99.73\|90.60\|262271;2026-06-22\|102.50\|2.78\|102.00\|104.08\|96.10\|372658;2026-06-23\|92.25\|-10.00\|99.01\|100.45\|92.25\|248300;2026-06-24\|90.12\|-2.31\|91.37\|93.67\|88.14\|282748;2026-06-25\|97.10\|7.75\|92.60\|98.11\|88.88\|326725;2026-06-26\|103.77\|6.87\|92.01\|105.15\|92.00\|338434;2026-06-29\|114.15\|10.00\|109.95\|114.15\|108.96\|394939;2026-06-30\|109.51\|-4.06\|113.13\|113.13\|103.03\|393644;2026-07-01\|109.90\|0.36\|112.65\|115.91\|105.00\|343365;2026-07-02\|98.91\|-10.00\|100.50\|103.56\|98.91\|196747;2026-07-03\|93.27\|-5.70\|93.00\|97.20\|90.01\|258167;2026-07-06\|85.99\|-7.81\|93.16\|96.04\|85.48\|211195;2026-07-07\|84.06\|-2.24\|87.16\|88.38\|82.59\|166031;2026-07-08\|80.17\|-4.63\|84.90\|85.78\|80.09\|144165;2026-07-09\|82.84\|3.33\|82.00\|83.60\|76.16\|172143;2026-07-10\|78.40\|-5.36\|84.10\|87.62\|78.06\|184691
114587	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	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	2026-03-03\|23.85\|-10.00\|26.45\|26.45\|23.85\|1627051;2026-03-04\|23.90\|0.21\|23.13\|24.70\|23.09\|1118395;2026-03-05\|23.75\|-0.63\|24.57\|24.57\|23.45\|912118;2026-03-06\|23.75\|0.00\|23.75\|24.10\|22.83\|702972;2026-03-09\|23.01\|-3.12\|23.39\|23.50\|22.12\|830952;2026-03-10\|23.89\|3.82\|23.56\|24.08\|23.30\|853825;2026-03-11\|23.40\|-2.05\|23.75\|24.44\|23.30\|823294;2026-03-12\|22.50\|-3.85\|23.40\|23.50\|21.93\|852130;2026-03-13\|21.70\|-3.56\|22.24\|22.38\|21.59\|621848;2026-03-16\|21.95\|1.15\|21.70\|22.02\|21.17\|509890;2026-03-17\|22.40\|2.05\|22.09\|22.88\|21.31\|1021638;2026-03-18\|22.50\|0.45\|22.65\|22.98\|22.08\|915939;2026-03-19\|22.53\|0.13\|21.86\|22.93\|21.40\|921302;2026-03-20\|21.29\|-5.50\|22.36\|22.58\|21.16\|664262;2026-03-23\|19.58\|-8.03\|20.60\|20.80\|19.40\|788330;2026-03-24\|20.10\|2.66\|19.88\|20.16\|19.10\|607791;2026-03-25\|20.15\|0.25\|20.30\|20.65\|19.90\|541808;2026-03-26\|19.43\|-3.57\|20.05\|20.23\|19.33\|404993;2026-03-27\|19.61\|0.93\|19.00\|19.78\|18.91\|383916;2026-03-30\|19.36\|-1.27\|19.20\|19.40\|18.84\|416986;2026-03-31\|18.93\|-2.22\|19.31\|19.68\|18.90\|328188;2026-04-01\|19.52\|3.12\|19.39\|19.61\|19.23\|360394;2026-04-02\|18.62\|-4.61\|19.39\|19.40\|18.41\|385079;2026-04-03\|18.61\|-0.05\|18.72\|18.87\|18.50\|284210;2026-04-07\|18.55\|-0.32\|18.70\|18.92\|18.44\|227590;2026-04-08\|19.83\|6.90\|19.19\|20.41\|19.19\|1023888;2026-04-09\|19.73\|-0.50\|19.65\|20.03\|19.50\|450046;2026-04-10\|19.96\|1.17\|19.96\|20.33\|19.95\|558067;2026-04-13\|20.49\|2.66\|19.81\|20.68\|19.78\|552117;2026-04-14\|20.84\|1.71\|20.98\|21.14\|20.45\|608592;2026-04-15\|21.04\|0.96\|21.41\|21.80\|20.90\|754321;2026-04-16\|22.22\|5.61\|21.06\|22.40\|21.04\|922541;2026-04-17\|21.99\|-1.04\|22.00\|22.29\|21.83\|565344;2026-04-20\|22.17\|0.82\|22.01\|22.80\|21.87\|636727;2026-04-21\|22.19\|0.09\|21.66\|22.47\|21.41\|532958;2026-04-22\|22.48\|1.31\|22.00\|22.59\|21.89\|486663;2026-04-23\|22.16\|-1.42\|22.50\|22.58\|21.68\|539410;2026-04-24\|22.73\|2.57\|22.01\|23.17\|22.01\|921418;2026-04-27\|23.29\|2.46\|23.42\|23.99\|22.91\|848896;2026-04-28\|24.44\|4.94\|23.08\|24.99\|22.87\|1189713;2026-04-29\|25.28\|3.44\|23.84\|25.88\|23.58\|1146356;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

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