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
114586	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	射频微波MLCC+新材料+航空航天行业原因：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6月15日互动易，公司主营业务为射频微波瓷介电容器的研发、制造及销售，致力于向客户提供高性能、高可靠性的电子元器件产品，产品主要应用于半导体射频电源、医疗及通信等行业。 2、据2026年6月15日互动易，2026年公司新设控股子公司大连与洲电子材料有限公司，主要从事电子专用材料研发、制造与销售及新材料技术研发等活动。 3、据2026年4月27日年报，公司射频微波MLCC市占率全球前五、中国第一，是国内少数掌握射频微波MLCC全流程工艺技术体系并实现国内外销售的企业，产品已批量用于军工及航空航天领域。	公司射频微波MLCC市占率全球前五、中国第一	2026-03-03\|23.66\|-8.96\|26.09\|26.45\|23.58\|270349;2026-03-04\|24.15\|2.07\|23.20\|24.69\|23.16\|149097;2026-03-05\|23.98\|-0.70\|24.68\|24.90\|23.77\|145763;2026-03-06\|23.90\|-0.33\|23.91\|24.49\|23.42\|121301;2026-03-09\|22.89\|-4.23\|23.01\|23.30\|21.93\|187157;2026-03-10\|24.20\|5.72\|23.35\|24.29\|23.31\|158702;2026-03-11\|23.72\|-1.98\|24.08\|24.69\|23.62\|128206;2026-03-12\|22.78\|-3.96\|23.72\|23.85\|22.50\|133198;2026-03-13\|22.14\|-2.81\|22.60\|22.82\|22.05\|109484;2026-03-16\|22.51\|1.67\|22.03\|22.58\|21.81\|101370;2026-03-17\|22.56\|0.22\|22.70\|23.31\|21.82\|203643;2026-03-18\|23.27\|3.15\|22.71\|23.38\|22.50\|182348;2026-03-19\|22.66\|-2.62\|22.55\|23.12\|22.20\|142354;2026-03-20\|22.02\|-2.82\|23.00\|23.23\|21.99\|147390;2026-03-23\|19.66\|-10.72\|21.02\|21.22\|19.48\|190786;2026-03-24\|19.96\|1.53\|20.20\|20.20\|19.20\|109605;2026-03-25\|19.96\|0.00\|20.41\|20.62\|19.78\|109972;2026-03-26\|19.55\|-2.05\|19.95\|20.42\|19.47\|101028;2026-03-27\|19.78\|1.18\|19.37\|19.99\|19.20\|74776;2026-03-30\|19.71\|-0.35\|19.41\|19.85\|19.40\|62731;2026-03-31\|19.37\|-1.73\|19.71\|20.05\|19.35\|67123;2026-04-01\|19.80\|2.22\|20.51\|20.54\|19.63\|79778;2026-04-02\|19.14\|-3.33\|19.65\|19.79\|18.93\|75966;2026-04-03\|18.88\|-1.36\|19.30\|19.33\|18.73\|52577;2026-04-07\|19.05\|0.90\|19.15\|19.38\|18.98\|54779;2026-04-08\|20.45\|7.35\|19.57\|20.47\|19.50\|118330;2026-04-09\|20.33\|-0.59\|20.11\|20.54\|20.11\|69696;2026-04-10\|20.40\|0.34\|20.50\|20.78\|20.40\|76074;2026-04-13\|20.61\|1.03\|20.19\|20.77\|20.10\|59936;2026-04-14\|21.07\|2.23\|20.86\|21.24\|20.76\|87412;2026-04-15\|20.79\|-1.33\|21.50\|21.66\|20.70\|94497;2026-04-16\|21.58\|3.80\|20.78\|21.68\|20.68\|102035;2026-04-17\|22.44\|3.99\|21.45\|22.68\|21.45\|166668;2026-04-20\|23.42\|4.37\|22.79\|23.93\|22.55\|194349;2026-04-21\|23.69\|1.15\|23.13\|23.74\|23.00\|135543;2026-04-22\|25.08\|5.87\|23.93\|25.56\|23.82\|251695;2026-04-23\|24.00\|-4.31\|24.80\|25.08\|23.76\|235604;2026-04-24\|23.53\|-1.96\|23.57\|23.88\|23.17\|165065;2026-04-27\|23.72\|0.81\|23.44\|24.16\|22.86\|160036;2026-04-28\|24.28\|2.36\|23.70\|24.73\|23.60\|180624;2026-04-29\|24.36\|0.33\|23.92\|24.80\|23.50\|165522;2026-04-30\|24.16\|-0.82\|24.31\|24.60\|23.95\|138610;2026-05-06\|24.75\|2.44\|24.66\|25.07\|24.46\|182951;2026-05-07\|25.58\|3.35\|24.75\|25.78\|24.61\|188743;2026-05-08\|25.77\|0.74\|25.60\|26.03\|25.27\|177954;2026-05-11\|26.54\|2.99\|26.50\|27.88\|26.28\|262181;2026-05-12\|27.30\|2.86\|26.42\|27.72\|26.26\|214857;2026-05-13\|27.53\|0.84\|27.30\|27.66\|26.72\|174110;2026-05-14\|27.14\|-1.42\|27.66\|28.57\|27.10\|218045;2026-05-15\|26.61\|-1.95\|27.35\|27.86\|26.36\|179859;2026-05-18\|27.49\|3.31\|26.33\|28.00\|26.29\|159466;2026-05-19\|29.05\|5.67\|28.03\|29.66\|28.03\|244148;2026-05-20\|28.77\|-0.96\|29.50\|29.60\|28.40\|166644;2026-05-21\|28.25\|-1.81\|29.00\|30.54\|28.10\|230577;2026-05-22\|31.42\|11.22\|28.75\|31.94\|28.70\|353319;2026-05-25\|33.97\|8.12\|33.08\|34.69\|32.48\|404317;2026-05-26\|33.77\|-0.59\|33.51\|34.49\|32.26\|389419;2026-05-27\|32.94\|-2.46\|34.37\|34.73\|32.67\|275525;2026-05-28\|34.82\|5.71\|32.22\|35.40\|32.22\|323023;2026-05-29\|32.46\|-6.78\|34.88\|35.38\|31.97\|300237;2026-06-01\|31.08\|-4.16\|32.25\|33.99\|31.00\|280813;2026-06-02\|37.30\|20.01\|31.23\|37.30\|30.83\|330296;2026-06-03\|38.51\|3.24\|40.50\|40.60\|37.54\|580843;2026-06-04\|38.60\|0.23\|37.15\|39.12\|36.44\|499572;2026-06-05\|37.28\|-3.42\|37.44\|38.75\|35.93\|380503;2026-06-08\|32.81\|-11.99\|34.77\|35.93\|32.25\|416999;2026-06-09\|34.57\|5.36\|33.60\|34.75\|32.30\|377964;2026-06-10\|33.38\|-3.44\|34.14\|36.18\|32.80\|304580;2026-06-11\|32.49\|-2.67\|32.79\|34.58\|32.01\|272834;2026-06-12\|30.53\|-6.03\|33.50\|33.85\|30.19\|339402;2026-06-15\|36.64\|20.01\|31.50\|36.64\|31.20\|347016;2026-06-16\|38.20\|4.26\|38.03\|40.07\|37.20\|533251;2026-06-17\|39.86\|4.35\|37.60\|39.99\|37.44\|456579;2026-06-18\|40.28\|1.05\|38.99\|41.86\|38.78\|416311;2026-06-22\|39.58\|-1.74\|40.30\|41.16\|38.00\|379603;2026-06-23\|37.35\|-5.63\|39.11\|39.24\|36.73\|260188;2026-06-24\|38.25\|2.41\|37.37\|39.89\|36.90\|303907;2026-06-25\|40.34\|5.46\|37.87\|40.34\|37.01\|503597;2026-06-26\|37.38\|-7.34\|38.70\|39.41\|36.89\|385395;2026-06-29\|36.72\|-1.77\|37.85\|39.60\|35.06\|337175;2026-06-30\|37.08\|0.98\|35.59\|37.36\|34.40\|284106;2026-07-01\|36.52\|-1.51\|38.60\|38.98\|35.32\|335105;2026-07-02\|33.42\|-8.49\|34.64\|35.68\|33.23\|244275;2026-07-03\|31.81\|-4.82\|33.03\|33.31\|31.60\|210909;2026-07-06\|30.02\|-5.63\|32.37\|32.64\|29.77\|200405;2026-07-07\|28.96\|-3.53\|29.72\|30.28\|28.46\|156185;2026-07-08\|27.59\|-4.73\|28.99\|29.28\|27.29\|168802;2026-07-09\|28.27\|2.46\|27.99\|28.50\|26.46\|177014;2026-07-10\|27.49\|-2.76\|28.55\|30.40\|27.45\|228507
114585	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	MLCC+光通信+液冷散热+商业航天行业原因： 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27日投资者关系活动记录表，2025年公司高可靠瓷介电容器实现销售收入8.46亿元，同比增长46.9%；自产业务收入同比增长46.6%，业绩实现强劲复苏。 2、据2026年5月14日互动易，公司自产业务微纳系统集成陶瓷管壳产品重点在光通信等应用领域拓展市场，SLCC产品在光模块领域有应用；据2026年5月27日投资者关系活动记录表，公司针对高速光模块领域推出了系列化产品并实现批量化生产。 3、据2026年6月17日互动易，公司持续拓展代理业务产品品类，引入液冷散热模组相关散热产品。 4、据2025年9月10日互动易及2026年5月22日投资者关系活动记录表，公司已组建商业航天专项小组，参与相关标准制定，已完成所有承接的商业化航天项目配套任务，积极布局战略性新兴行业。	公司为航天领域多层瓷介电容器（MLCC）的主要供应商之一	2026-03-03\|59.69\|-8.81\|65.68\|65.98\|59.30\|209261;2026-03-04\|60.24\|0.92\|59.17\|61.59\|59.00\|115807;2026-03-05\|60.37\|0.22\|61.61\|61.89\|59.82\|103300;2026-03-06\|59.96\|-0.68\|59.50\|61.16\|59.03\|94447;2026-03-09\|57.52\|-4.07\|58.62\|58.66\|55.75\|115810;2026-03-10\|59.75\|3.88\|58.55\|60.18\|58.40\|85385;2026-03-11\|59.29\|-0.77\|59.66\|60.87\|59.16\|70585;2026-03-12\|57.34\|-3.29\|59.00\|59.28\|56.89\|75812;2026-03-13\|55.12\|-3.87\|56.73\|57.01\|55.09\|69686;2026-03-16\|55.60\|0.87\|55.12\|55.60\|54.15\|59900;2026-03-17\|53.89\|-3.08\|55.60\|55.75\|53.88\|59159;2026-03-18\|54.83\|1.74\|54.95\|54.98\|53.65\|45416;2026-03-19\|53.70\|-2.06\|54.00\|54.70\|53.35\|52295;2026-03-20\|52.60\|-2.05\|53.95\|54.45\|52.60\|66649;2026-03-23\|49.02\|-6.81\|51.28\|51.69\|48.55\|75561;2026-03-24\|50.28\|2.57\|49.93\|50.30\|48.50\|67079;2026-03-25\|51.05\|1.53\|50.30\|51.34\|50.30\|50933;2026-03-26\|50.35\|-1.37\|50.98\|51.40\|49.85\|42211;2026-03-27\|50.15\|-0.40\|49.47\|50.64\|49.20\|36020;2026-03-30\|50.03\|-0.24\|49.50\|50.24\|48.80\|40113;2026-03-31\|49.46\|-1.14\|50.12\|50.92\|49.39\|45395;2026-04-01\|50.21\|1.52\|50.39\|50.60\|49.86\|37681;2026-04-02\|47.77\|-4.86\|50.02\|50.16\|47.60\|60217;2026-04-03\|47.06\|-1.49\|48.16\|48.17\|46.80\|34694;2026-04-07\|46.90\|-0.34\|47.46\|47.78\|46.71\|27550;2026-04-08\|49.99\|6.59\|48.10\|50.00\|48.03\|60857;2026-04-09\|49.34\|-1.30\|49.13\|49.94\|48.92\|41593;2026-04-10\|49.95\|1.24\|49.59\|50.46\|49.59\|46518;2026-04-13\|50.97\|2.04\|49.45\|51.85\|49.28\|64074;2026-04-14\|52.21\|2.43\|51.65\|52.21\|51.35\|59535;2026-04-15\|51.19\|-1.95\|52.39\|52.50\|50.99\|69023;2026-04-16\|51.43\|0.47\|51.19\|51.80\|50.94\|41044;2026-04-17\|52.30\|1.69\|51.38\|52.67\|50.93\|59644;2026-04-20\|53.53\|2.35\|52.20\|53.57\|52.10\|69786;2026-04-21\|53.07\|-0.86\|53.14\|53.47\|52.68\|47087;2026-04-22\|53.55\|0.90\|52.80\|53.62\|52.66\|55189;2026-04-23\|52.28\|-2.37\|53.32\|53.71\|51.85\|63963;2026-04-24\|51.68\|-1.15\|52.15\|52.55\|51.40\|48019;2026-04-27\|52.17\|0.95\|51.59\|52.31\|50.81\|46797;2026-04-28\|52.50\|0.63\|51.90\|53.37\|51.11\|73148;2026-04-29\|51.68\|-1.56\|50.90\|51.86\|49.40\|95592;2026-04-30\|52.87\|2.30\|51.68\|52.97\|51.50\|76419;2026-05-06\|53.79\|1.74\|53.88\|54.81\|53.65\|95327;2026-05-07\|54.61\|1.52\|53.79\|54.73\|53.13\|81767;2026-05-08\|56.91\|4.21\|54.25\|57.02\|53.77\|129896;2026-05-11\|57.33\|0.74\|57.00\|58.83\|56.71\|142715;2026-05-12\|56.14\|-2.08\|57.01\|57.33\|55.68\|94026;2026-05-13\|58.15\|3.58\|55.90\|58.58\|55.38\|111515;2026-05-14\|57.33\|-1.41\|58.15\|59.18\|56.85\|111562;2026-05-15\|56.11\|-2.13\|57.01\|57.78\|55.54\|88247;2026-05-18\|57.81\|3.03\|56.50\|57.98\|55.16\|86234;2026-05-19\|60.00\|4.24\|57.79\|60.38\|56.51\|143737;2026-05-20\|59.52\|-0.80\|59.28\|59.94\|58.40\|108922;2026-05-21\|58.99\|-0.89\|59.99\|61.66\|58.50\|141926;2026-05-22\|64.89\|10.00\|59.53\|64.89\|59.53\|237103;2026-05-25\|67.79\|4.47\|69.50\|69.50\|66.81\|286360;2026-05-26\|64.99\|-4.13\|66.86\|67.50\|63.48\|194431;2026-05-27\|63.69\|-2.00\|65.20\|67.29\|63.05\|196230;2026-05-28\|70.06\|10.00\|63.48\|70.06\|63.36\|228334;2026-05-29\|69.26\|-1.14\|73.02\|74.56\|68.87\|304638;2026-06-01\|71.80\|3.67\|67.30\|74.00\|67.28\|268924;2026-06-02\|78.98\|10.00\|70.69\|78.98\|68.31\|286626;2026-06-03\|77.10\|-2.38\|80.00\|83.57\|75.03\|384463;2026-06-04\|81.11\|5.20\|75.91\|82.35\|75.91\|292363;2026-06-05\|74.80\|-7.78\|79.50\|79.50\|73.12\|259588;2026-06-08\|67.32\|-10.00\|70.00\|71.70\|67.32\|200048;2026-06-09\|70.27\|4.38\|67.99\|70.99\|64.32\|279058;2026-06-10\|68.70\|-2.23\|68.61\|70.67\|66.50\|181261;2026-06-11\|66.70\|-2.91\|67.47\|69.40\|64.96\|172756;2026-06-12\|62.20\|-6.75\|68.12\|68.36\|61.61\|217825;2026-06-15\|68.42\|10.00\|63.00\|68.42\|63.00\|143982;2026-06-16\|72.23\|5.57\|71.33\|73.20\|70.70\|270944;2026-06-17\|75.00\|3.83\|71.35\|75.40\|71.35\|247212;2026-06-18\|76.37\|1.83\|74.00\|77.22\|73.58\|207349;2026-06-22\|75.63\|-0.97\|77.20\|77.37\|73.01\|203455;2026-06-23\|71.96\|-4.85\|75.00\|75.00\|70.60\|132759;2026-06-24\|76.00\|5.61\|71.60\|76.38\|71.00\|195823;2026-06-25\|83.60\|10.00\|76.22\|83.60\|76.15\|142344;2026-06-26\|78.03\|-6.66\|84.30\|84.40\|77.00\|268632;2026-06-29\|76.05\|-2.54\|80.34\|82.37\|73.78\|212774;2026-06-30\|77.48\|1.88\|75.08\|77.68\|72.43\|188488;2026-07-01\|76.30\|-1.52\|78.48\|81.77\|74.75\|229921;2026-07-02\|70.81\|-7.20\|73.16\|75.16\|68.69\|164408;2026-07-03\|68.63\|-3.08\|69.95\|72.48\|67.01\|164263;2026-07-06\|65.51\|-4.55\|70.20\|71.70\|64.75\|138736;2026-07-07\|64.10\|-2.15\|65.00\|66.56\|63.79\|101665;2026-07-08\|62.86\|-1.93\|64.20\|66.30\|60.67\|131866;2026-07-09\|62.86\|0.00\|63.90\|64.23\|59.54\|151603;2026-07-10\|61.22\|-2.61\|62.86\|64.99\|61.03\|173927
114584	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	光通信+钽电容+商业航天+一季报增长行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月12日互动易，公司控股子公司宏达恒芯生产的单层瓷介电容、陶瓷薄膜电路可应用于光通讯领域的光接收发射模块及光电转换模块中，已与光通信领域多家企业建立业务合作；2025年宏达恒芯民品端收入同比增95.22%。 2、据2026年4月29日投资者关系活动记录表，在商业航天领域，公司宇航级钽电容已通过LMS、CAST、SAST等体系认证，将为卫星平台及有效载荷提供高可靠阻容感元器件。 3、据2026年4月24日公告，公司2026年一季度实现营收3.67亿元，同比增长11.68%；归母净利润9393.87万元，同比增长70.77%。	国内高可靠钽电容器领域龙头企业，产品广泛应用于航空等领域	2026-03-03\|48.66\|-7.67\|52.51\|52.88\|48.50\|148967;2026-03-04\|49.79\|2.32\|48.06\|50.96\|48.06\|94123;2026-03-05\|50.88\|2.19\|51.80\|53.10\|50.21\|99177;2026-03-06\|50.16\|-1.42\|50.71\|51.36\|49.82\|63782;2026-03-09\|48.44\|-3.43\|48.96\|49.33\|46.45\|102394;2026-03-10\|50.25\|3.74\|49.38\|50.44\|49.38\|71680;2026-03-11\|50.70\|0.90\|50.30\|51.68\|50.18\|68251;2026-03-12\|49.65\|-2.07\|50.68\|51.20\|48.96\|61496;2026-03-13\|47.42\|-4.49\|49.48\|49.50\|47.40\|70564;2026-03-16\|47.72\|0.63\|47.42\|47.75\|46.35\|51049;2026-03-17\|46.10\|-3.39\|48.03\|48.29\|45.93\|57266;2026-03-18\|46.56\|1.00\|46.39\|46.88\|45.73\|39322;2026-03-19\|44.97\|-3.41\|45.65\|45.95\|44.79\|51244;2026-03-20\|44.52\|-1.00\|45.24\|46.19\|44.35\|68968;2026-03-23\|41.90\|-5.88\|43.70\|44.00\|41.55\|66384;2026-03-24\|43.05\|2.74\|42.68\|43.07\|41.72\|62857;2026-03-25\|43.20\|0.35\|43.45\|43.98\|43.02\|57256;2026-03-26\|42.27\|-2.15\|43.22\|43.23\|41.95\|42587;2026-03-27\|42.22\|-0.12\|41.69\|42.70\|41.50\|34867;2026-03-30\|42.39\|0.40\|41.76\|42.56\|41.44\|35646;2026-03-31\|41.65\|-1.75\|42.30\|43.08\|41.49\|44384;2026-04-01\|42.45\|1.92\|42.51\|42.77\|42.02\|37616;2026-04-02\|41.15\|-3.06\|42.30\|42.46\|40.82\|37592;2026-04-03\|40.95\|-0.49\|41.37\|41.50\|40.72\|27265;2026-04-07\|41.10\|0.37\|41.03\|41.63\|40.73\|23835;2026-04-08\|43.40\|5.60\|42.07\|43.47\|42.07\|57504;2026-04-09\|42.63\|-1.77\|43.00\|43.18\|42.56\|45788;2026-04-10\|43.22\|1.38\|42.99\|43.67\|42.41\|51648;2026-04-13\|43.48\|0.60\|42.92\|43.75\|42.78\|45017;2026-04-14\|44.42\|2.16\|43.66\|44.48\|43.66\|49449;2026-04-15\|44.01\|-0.92\|44.99\|45.14\|43.88\|54610;2026-04-16\|44.22\|0.48\|44.02\|44.39\|43.80\|39432;2026-04-17\|45.68\|3.30\|44.12\|46.00\|43.98\|72962;2026-04-20\|45.94\|0.57\|45.53\|46.74\|45.39\|62427;2026-04-21\|45.94\|0.00\|45.85\|46.38\|45.58\|45597;2026-04-22\|48.31\|5.16\|45.71\|48.40\|45.51\|102116;2026-04-23\|47.42\|-1.84\|48.10\|48.40\|46.89\|94107;2026-04-24\|48.51\|2.30\|48.30\|49.61\|47.97\|120045;2026-04-27\|48.36\|-0.31\|48.20\|49.28\|48.11\|85148;2026-04-28\|49.41\|2.17\|48.36\|50.13\|47.52\|108873;2026-04-29\|49.24\|-0.34\|49.45\|49.67\|47.92\|91429;2026-04-30\|49.16\|-0.16\|48.98\|50.50\|48.78\|91921;2026-05-06\|50.30\|2.32\|49.83\|51.25\|49.83\|127109;2026-05-07\|51.71\|2.80\|50.45\|51.78\|49.91\|108285;2026-05-08\|51.55\|-0.31\|51.00\|51.89\|50.35\|95559;2026-05-11\|55.21\|7.10\|52.38\|59.50\|52.38\|268729;2026-05-12\|55.46\|0.45\|55.40\|56.50\|54.10\|148433;2026-05-13\|58.08\|4.72\|55.00\|58.75\|54.56\|175066;2026-05-14\|58.81\|1.26\|58.20\|60.80\|57.20\|193427;2026-05-15\|55.03\|-6.43\|59.16\|59.50\|54.56\|186741;2026-05-18\|56.65\|2.94\|55.01\|58.18\|54.08\|136024;2026-05-19\|60.53\|6.85\|56.03\|61.97\|55.59\|194228;2026-05-20\|58.53\|-3.30\|59.71\|61.13\|58.00\|147924;2026-05-21\|56.90\|-2.78\|58.90\|60.92\|56.75\|168831;2026-05-22\|63.23\|11.12\|57.20\|63.49\|57.20\|246112;2026-05-25\|64.42\|1.88\|68.03\|69.61\|64.10\|278147;2026-05-26\|61.37\|-4.73\|63.27\|64.42\|60.33\|182404;2026-05-27\|60.20\|-1.91\|61.85\|64.66\|60.01\|182082;2026-05-28\|64.25\|6.73\|59.95\|64.45\|59.95\|236666;2026-05-29\|62.02\|-3.47\|64.75\|67.53\|61.45\|220785;2026-06-01\|60.16\|-3.00\|60.93\|64.00\|60.00\|180332;2026-06-02\|65.23\|8.43\|60.20\|66.30\|59.08\|265990;2026-06-03\|66.60\|2.10\|65.12\|67.46\|64.36\|275666;2026-06-04\|79.92\|20.00\|67.99\|79.92\|67.03\|268865;2026-06-05\|75.01\|-6.14\|79.98\|80.00\|73.67\|358823;2026-06-08\|68.09\|-9.23\|70.49\|72.35\|66.90\|259963;2026-06-09\|70.69\|3.82\|68.80\|72.36\|65.55\|315854;2026-06-10\|65.61\|-7.19\|67.90\|70.10\|64.80\|228594;2026-06-11\|65.40\|-0.32\|65.14\|67.83\|63.55\|201851;2026-06-12\|60.34\|-6.30\|67.18\|67.99\|60.10\|260189;2026-06-15\|72.41\|20.00\|63.51\|72.41\|63.51\|257119;2026-06-16\|80.96\|11.81\|79.02\|86.66\|78.55\|477739;2026-06-17\|85.13\|5.15\|80.15\|86.60\|80.15\|361977;2026-06-18\|85.41\|0.33\|83.00\|89.20\|83.00\|322665;2026-06-22\|86.38\|1.14\|86.26\|87.80\|83.05\|291521;2026-06-23\|81.48\|-5.67\|84.45\|84.96\|80.00\|202375;2026-06-24\|88.25\|8.31\|81.47\|89.28\|81.02\|272838;2026-06-25\|91.30\|3.46\|87.11\|93.36\|84.90\|280209;2026-06-26\|89.70\|-1.75\|91.97\|94.80\|86.08\|258514;2026-06-29\|84.47\|-5.83\|90.47\|92.67\|82.22\|248750;2026-06-30\|84.57\|0.12\|83.73\|85.85\|80.69\|193532;2026-07-01\|87.40\|3.35\|87.00\|93.19\|84.80\|247378;2026-07-02\|82.02\|-6.16\|83.00\|86.57\|81.04\|175208;2026-07-03\|77.87\|-5.06\|81.01\|82.00\|76.50\|154243;2026-07-06\|73.60\|-5.48\|79.19\|79.95\|72.28\|148895;2026-07-07\|70.66\|-3.99\|73.60\|73.66\|70.33\|103528;2026-07-08\|67.02\|-5.15\|71.05\|72.05\|66.92\|105325;2026-07-09\|70.08\|4.57\|68.48\|70.22\|65.50\|131074;2026-07-10\|67.45\|-3.75\|71.81\|73.97\|67.28\|173377
114583	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	特高压电容膜+镀膜产线+国企改革行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年6月8日互动易，公司子公司宁波万象的第二条进口镀膜产线已运抵工厂。据2026年5月11日投资者关系活动记录，子公司宁波万象的两条进口镀膜生产线计划于今年6月完成全部安装调试，并于8月实现投产。 2、据2026年5月21日互动易，电网更新改造政策的推进将带动相关电力配套产品需求提升，公司主营业务包含特高压电容膜相关产品，将积极把握机遇拓展相关业务。据2025年年报，公司在特高压电容膜领域是国内少数能稳定生产高端产品并实现规模化应用的企业，打破了国外品牌在高端市场的长期垄断。 3、据2025年年报，公司第一大股东诸暨市水务集团有限公司筹划公司股份公开征集转让事宜，该事项可能导致公司控制权变更，截至报告披露日尚未完成。公司最终控制人为诸暨市财政局。	1、公司主要生产各类薄膜及新材料产品，正在研发的特种膜包括MLCC工艺膜等； 2、公司高度重视算电协同等新兴领域的发展机遇，对于电容膜在算力中心、数据中心电源管理及滤波等相关配套场景的应用潜力，始终保持密切跟踪与研究	2026-03-03\|3.40\|-3.95\|3.55\|3.58\|3.39\|544690;2026-03-04\|3.38\|-0.59\|3.37\|3.45\|3.33\|413608;2026-03-05\|3.53\|4.44\|3.44\|3.64\|3.43\|839715;2026-03-06\|3.61\|2.27\|3.51\|3.62\|3.50\|732089;2026-03-09\|3.58\|-0.83\|3.56\|3.59\|3.50\|555975;2026-03-10\|3.61\|0.84\|3.59\|3.63\|3.58\|411603;2026-03-11\|3.66\|1.39\|3.60\|3.69\|3.58\|716887;2026-03-12\|3.65\|-0.27\|3.67\|3.69\|3.61\|469223;2026-03-13\|3.64\|-0.27\|3.64\|3.72\|3.63\|607939;2026-03-16\|3.67\|0.82\|3.64\|3.69\|3.61\|500408;2026-03-17\|3.59\|-2.18\|3.66\|3.70\|3.58\|485888;2026-03-18\|3.61\|0.56\|3.60\|3.62\|3.54\|366306;2026-03-19\|3.48\|-3.60\|3.60\|3.60\|3.45\|469819;2026-03-20\|3.30\|-5.17\|3.50\|3.53\|3.29\|599873;2026-03-23\|3.14\|-4.85\|3.24\|3.28\|3.11\|763740;2026-03-24\|3.26\|3.82\|3.22\|3.26\|3.14\|479036;2026-03-25\|3.36\|3.07\|3.26\|3.38\|3.23\|447281;2026-03-26\|3.70\|10.12\|3.36\|3.70\|3.33\|758193;2026-03-27\|4.07\|10.00\|3.91\|4.07\|3.73\|3001245;2026-03-30\|4.10\|0.74\|4.17\|4.37\|4.00\|5346271;2026-03-31\|4.51\|10.00\|4.05\|4.51\|4.01\|4648424;2026-04-01\|4.30\|-4.66\|4.26\|4.51\|4.15\|4393194;2026-04-02\|4.73\|10.00\|4.20\|4.73\|4.19\|5655622;2026-04-03\|4.66\|-1.48\|4.58\|5.18\|4.42\|6262788;2026-04-07\|4.91\|5.36\|4.59\|5.07\|4.48\|5147559;2026-04-08\|4.71\|-4.07\|4.82\|4.91\|4.66\|4611683;2026-04-09\|4.45\|-5.52\|4.72\|4.78\|4.41\|4143068;2026-04-10\|4.90\|10.11\|4.31\|4.90\|4.31\|4212278;2026-04-13\|4.99\|1.84\|4.80\|5.17\|4.76\|6237917;2026-04-14\|4.94\|-1.00\|4.91\|5.11\|4.80\|4353603;2026-04-15\|4.70\|-4.86\|4.90\|5.05\|4.65\|3674529;2026-04-16\|5.17\|10.00\|4.70\|5.17\|4.70\|2780645;2026-04-17\|4.98\|-3.67\|5.26\|5.35\|4.93\|4957347;2026-04-20\|5.13\|3.01\|4.93\|5.22\|4.90\|4130997;2026-04-21\|5.02\|-2.14\|5.13\|5.15\|4.83\|3192984;2026-04-22\|4.83\|-3.78\|4.93\|5.06\|4.73\|3037400;2026-04-23\|4.37\|-9.52\|4.89\|4.92\|4.35\|3808736;2026-04-24\|4.35\|-0.46\|4.29\|4.57\|4.12\|2598048;2026-04-27\|4.27\|-1.84\|4.22\|4.32\|4.06\|2303472;2026-04-28\|4.13\|-3.28\|4.26\|4.29\|4.11\|1767502;2026-04-29\|4.19\|1.45\|4.10\|4.22\|4.01\|1556603;2026-04-30\|4.03\|-3.82\|4.18\|4.22\|4.01\|1664251;2026-05-06\|4.22\|4.71\|4.09\|4.24\|4.05\|1915231;2026-05-07\|4.30\|1.90\|4.28\|4.32\|4.19\|1771458;2026-05-08\|4.35\|1.16\|4.27\|4.42\|4.22\|1687946;2026-05-11\|4.23\|-2.76\|4.35\|4.42\|4.18\|1728001;2026-05-12\|4.14\|-2.13\|4.22\|4.22\|4.10\|1269987;2026-05-13\|4.19\|1.21\|4.11\|4.24\|4.06\|1146596;2026-05-14\|4.03\|-3.82\|4.19\|4.19\|4.03\|1066774;2026-05-15\|3.94\|-2.23\|4.07\|4.09\|3.90\|1044784;2026-05-18\|3.94\|0.00\|3.90\|3.95\|3.87\|682453;2026-05-19\|3.89\|-1.27\|3.95\|3.95\|3.82\|705622;2026-05-20\|3.87\|-0.51\|3.87\|3.89\|3.76\|791230;2026-05-21\|3.71\|-4.13\|3.86\|3.92\|3.69\|813150;2026-05-22\|3.86\|4.04\|3.74\|3.88\|3.68\|941264;2026-05-25\|3.82\|-1.04\|3.84\|3.88\|3.76\|626194;2026-05-26\|3.72\|-2.62\|3.80\|3.81\|3.66\|633458;2026-05-27\|3.57\|-4.03\|3.71\|3.74\|3.54\|758135;2026-05-28\|3.93\|10.08\|3.55\|3.93\|3.53\|1054426;2026-05-29\|3.90\|-0.76\|4.03\|4.07\|3.85\|2672826;2026-06-01\|3.85\|-1.28\|3.88\|3.95\|3.83\|1411687;2026-06-02\|3.83\|-0.52\|3.83\|3.86\|3.66\|1148974;2026-06-03\|3.78\|-1.31\|3.79\|3.93\|3.72\|1105839;2026-06-04\|3.90\|3.17\|3.75\|3.92\|3.70\|1634681;2026-06-05\|3.83\|-1.79\|3.87\|3.94\|3.78\|1154363;2026-06-08\|3.66\|-4.44\|3.70\|3.81\|3.61\|1017550;2026-06-09\|4.03\|10.11\|3.72\|4.03\|3.72\|1355996;2026-06-10\|4.00\|-0.74\|4.16\|4.19\|3.99\|2808538;2026-06-11\|3.84\|-4.00\|3.96\|3.99\|3.82\|1607546;2026-06-12\|3.77\|-1.82\|3.99\|4.08\|3.68\|1577792;2026-06-15\|4.15\|10.08\|3.85\|4.15\|3.85\|1130209;2026-06-16\|4.27\|2.89\|4.15\|4.37\|4.12\|3475464;2026-06-17\|4.37\|2.34\|4.24\|4.43\|4.21\|2919096;2026-06-18\|4.19\|-4.12\|4.28\|4.29\|4.16\|1896410;2026-06-22\|4.45\|6.21\|4.21\|4.45\|4.08\|2643828;2026-06-23\|4.21\|-5.39\|4.40\|4.40\|4.16\|1745558;2026-06-24\|4.08\|-3.09\|4.16\|4.24\|4.01\|1296642;2026-06-25\|3.94\|-3.43\|4.05\|4.06\|3.81\|1543964;2026-06-26\|3.55\|-9.90\|3.85\|3.87\|3.55\|1579137;2026-06-29\|3.27\|-7.89\|3.42\|3.49\|3.21\|1360503;2026-06-30\|3.31\|1.22\|3.37\|3.50\|3.28\|1029185;2026-07-01\|3.32\|0.30\|3.28\|3.34\|3.16\|1123440;2026-07-02\|3.21\|-3.31\|3.24\|3.33\|3.20\|791764;2026-07-03\|3.24\|0.93\|3.22\|3.29\|3.20\|621410;2026-07-06\|3.08\|-4.94\|3.24\|3.26\|3.08\|756308;2026-07-07\|3.11\|0.97\|3.11\|3.18\|3.05\|536561;2026-07-08\|2.95\|-5.14\|3.09\|3.10\|2.93\|613624;2026-07-09\|2.88\|-2.37\|2.93\|2.95\|2.78\|718963;2026-07-10\|2.90\|0.69\|2.88\|2.97\|2.86\|579580
114582	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+PET铜箔+国企行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年3月17日年报，公司主营业务为薄膜电容器及其薄膜材料的研发、生产和销售，具备行业特有的“电容器用聚丙烯光膜—金属化薄膜—薄膜电容器”一体化产业链，目前公司产品涵盖了聚丙烯薄膜、聚酯薄膜、金属化薄膜、电容器等众多品种。产品覆盖新能源汽车、风电、光伏、储能等领域。 2、据2024年1月11日互动易，公司已向多家复合铜箔厂商提供基膜样品，部分已开始小批量供货。 3、公司属于国有企业，最终控制人为铜陵市人民政府国有资产监督管理委员会。	国内领先的薄膜电容及薄膜材料生产商，拥有完整的 “电容器用薄膜 - 金属化薄膜 - 薄膜电容器” 产业链	2026-03-03\|9.96\|-7.00\|10.70\|10.79\|9.95\|486505;2026-03-04\|10.41\|4.52\|9.70\|10.75\|9.70\|589754;2026-03-05\|10.38\|-0.29\|10.58\|10.65\|10.32\|439728;2026-03-06\|10.31\|-0.67\|10.30\|10.52\|10.15\|261509;2026-03-09\|10.31\|0.00\|10.06\|10.49\|9.47\|592158;2026-03-10\|10.58\|2.62\|10.27\|10.66\|10.27\|520691;2026-03-11\|10.87\|2.74\|10.50\|11.06\|10.19\|670773;2026-03-12\|10.49\|-3.50\|10.70\|10.82\|10.42\|439160;2026-03-13\|10.18\|-2.96\|10.46\|10.53\|10.18\|311370;2026-03-16\|10.31\|1.28\|10.17\|10.36\|9.98\|247125;2026-03-17\|9.35\|-9.31\|10.45\|10.48\|9.28\|659188;2026-03-18\|9.46\|1.18\|9.35\|9.55\|9.28\|259496;2026-03-19\|8.93\|-5.60\|9.30\|9.33\|8.88\|371172;2026-03-20\|8.63\|-3.36\|9.05\|9.05\|8.62\|246252;2026-03-23\|8.09\|-6.26\|8.45\|8.52\|7.97\|289234;2026-03-24\|8.38\|3.58\|8.28\|8.39\|8.08\|221245;2026-03-25\|8.60\|2.63\|8.38\|8.72\|8.38\|218203;2026-03-26\|8.35\|-2.91\|8.60\|8.63\|8.30\|219263;2026-03-27\|8.53\|2.16\|8.20\|8.59\|8.17\|179288;2026-03-30\|9.04\|5.98\|8.40\|9.34\|8.36\|429667;2026-03-31\|8.66\|-4.20\|8.98\|9.00\|8.65\|300377;2026-04-01\|8.96\|3.46\|8.90\|9.00\|8.74\|238687;2026-04-02\|8.61\|-3.91\|8.90\|9.03\|8.53\|286998;2026-04-03\|8.40\|-2.44\|8.62\|8.68\|8.37\|155694;2026-04-07\|8.53\|1.55\|8.46\|8.59\|8.42\|138731;2026-04-08\|8.97\|5.16\|8.74\|8.98\|8.72\|257713;2026-04-09\|8.85\|-1.34\|8.88\|8.95\|8.79\|165351;2026-04-10\|8.88\|0.34\|8.93\|9.05\|8.88\|167608;2026-04-13\|9.43\|6.19\|8.81\|9.50\|8.75\|414338;2026-04-14\|9.22\|-2.23\|9.31\|9.42\|9.13\|444450;2026-04-15\|9.49\|2.93\|9.23\|9.60\|9.18\|472367;2026-04-16\|9.38\|-1.16\|9.40\|9.48\|9.24\|381711;2026-04-17\|9.33\|-0.53\|9.36\|9.48\|9.31\|245390;2026-04-20\|9.32\|-0.11\|9.34\|9.40\|9.25\|230455;2026-04-21\|9.31\|-0.11\|9.29\|9.39\|9.26\|180903;2026-04-22\|9.44\|1.40\|9.33\|9.48\|9.30\|265223;2026-04-23\|9.20\|-2.54\|9.45\|9.49\|9.18\|236085;2026-04-24\|9.20\|0.00\|9.15\|9.27\|9.13\|159292;2026-04-27\|9.26\|0.65\|9.15\|9.29\|8.71\|288041;2026-04-28\|8.90\|-3.89\|9.18\|9.22\|8.86\|199928;2026-04-29\|9.10\|2.25\|8.84\|9.17\|8.78\|171290;2026-04-30\|8.88\|-2.42\|9.09\|9.15\|8.88\|168895;2026-05-06\|9.10\|2.48\|8.94\|9.18\|8.94\|199831;2026-05-07\|9.21\|1.21\|9.11\|9.28\|9.10\|178847;2026-05-08\|9.25\|0.43\|9.16\|9.28\|9.12\|187321;2026-05-11\|9.54\|3.14\|9.43\|9.70\|9.43\|334056;2026-05-12\|9.44\|-1.05\|9.53\|9.63\|9.36\|213282;2026-05-13\|9.50\|0.64\|9.36\|9.57\|9.31\|212224;2026-05-14\|9.06\|-4.63\|9.54\|9.56\|9.06\|268323;2026-05-15\|8.85\|-2.32\|9.05\|9.18\|8.76\|228272;2026-05-18\|8.97\|1.36\|8.80\|9.02\|8.70\|158196;2026-05-19\|9.37\|4.46\|9.00\|9.38\|8.85\|323646;2026-05-20\|9.68\|3.31\|9.27\|9.77\|9.22\|519705;2026-05-21\|9.49\|-1.96\|9.81\|9.94\|9.35\|611215;2026-05-22\|10.02\|5.58\|9.57\|10.06\|9.57\|780036;2026-05-25\|10.03\|0.10\|10.02\|10.38\|9.90\|767094;2026-05-26\|10.05\|0.20\|9.90\|10.14\|9.76\|490394;2026-05-27\|9.93\|-1.19\|10.03\|10.20\|9.80\|543036;2026-05-28\|10.92\|9.97\|10.00\|10.92\|9.97\|1216163;2026-05-29\|10.60\|-2.93\|10.90\|11.11\|10.52\|1132020;2026-06-01\|10.30\|-2.83\|10.38\|10.84\|10.29\|617892;2026-06-02\|10.87\|6.36\|10.35\|10.88\|9.99\|792862;2026-06-03\|11.11\|2.21\|10.77\|11.78\|10.70\|1096333;2026-06-04\|12.22\|9.99\|10.90\|12.22\|10.83\|1503278;2026-06-05\|12.07\|-1.23\|11.85\|12.60\|11.45\|1266093;2026-06-08\|11.20\|-7.21\|11.31\|11.90\|11.06\|815551;2026-06-09\|11.70\|4.46\|11.42\|11.72\|10.97\|958815;2026-06-10\|10.70\|-8.55\|11.41\|11.41\|10.53\|939274;2026-06-11\|10.28\|-3.93\|10.33\|10.65\|10.10\|602970;2026-06-12\|9.71\|-5.54\|10.45\|10.61\|9.66\|806035;2026-06-15\|10.68\|9.99\|9.88\|10.68\|9.88\|471994;2026-06-16\|11.42\|6.93\|11.11\|11.63\|11.08\|1020976;2026-06-17\|12.56\|9.98\|11.23\|12.56\|11.23\|741672;2026-06-18\|12.20\|-2.87\|12.35\|12.57\|11.90\|1026910;2026-06-22\|12.60\|3.28\|12.20\|12.60\|12.09\|1028959;2026-06-23\|11.72\|-6.98\|12.60\|12.60\|11.60\|789217;2026-06-24\|11.81\|0.77\|11.72\|11.99\|11.44\|661721;2026-06-25\|12.99\|9.99\|11.88\|12.99\|11.29\|1100762;2026-06-26\|13.21\|1.69\|13.00\|13.54\|12.59\|1404118;2026-06-29\|13.01\|-1.51\|13.29\|13.95\|12.61\|1097373;2026-06-30\|13.95\|7.23\|12.88\|14.31\|12.57\|1184339;2026-07-01\|14.08\|0.93\|13.60\|14.08\|13.16\|1013420;2026-07-02\|12.67\|-10.01\|13.57\|13.60\|12.67\|744313;2026-07-03\|11.81\|-6.79\|12.41\|12.55\|11.77\|691958;2026-07-06\|11.36\|-3.81\|11.99\|12.02\|11.09\|553986;2026-07-07\|11.65\|2.55\|11.30\|11.86\|11.12\|549302;2026-07-08\|10.62\|-8.84\|11.50\|11.57\|10.49\|568695;2026-07-09\|11.20\|5.46\|10.96\|11.25\|10.53\|508142;2026-07-10\|10.66\|-4.82\|11.21\|11.55\|10.65\|513963
114581	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	超级电容用材料+铝箔材+SiC控制器+实控人变更行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。公司原因： 1、据2026年4月14日公告，公司原实控人谭帼英向陈运协议转让股份已完成过户，陈运通过直接持股5.04%及表决权委托合计控制公司20.14%的表决权，成为公司控股股东及实际控制人。 2、据2026年4月29日年报，公司重卡多合一控制器已实现小批量生产，面向商用车的系列集成控制器产品中，轻卡多合一产品兼容800V SiC平台并已步入小批量生产阶段。据2026年5月15日机构调研，公司高功率密度SiC电机控制器已获得整车企业部分车型的定点。 3、据2025年6月27日公告，公司依托传统低压化成箔技术积累和新能源汽车产业链资源优势，开发了涂碳刻蚀铝箔材，超级电容用材料是公司重点发展的领域。	国内少数能向国际市场出口低压化成箔产品的企业之一；公司在超级电容用材料的研发方面有一定的技术储备	2026-03-03\|15.62\|-3.52\|16.36\|16.36\|15.56\|109843;2026-03-04\|15.80\|1.15\|15.61\|16.13\|15.57\|77487;2026-03-05\|15.81\|0.06\|16.11\|16.18\|15.71\|65599;2026-03-06\|15.96\|0.95\|15.81\|16.04\|15.63\|70696;2026-03-09\|15.44\|-3.26\|15.74\|15.77\|15.09\|118071;2026-03-10\|15.62\|1.17\|15.46\|15.77\|15.23\|78030;2026-03-11\|15.76\|0.90\|15.62\|15.78\|15.45\|70274;2026-03-12\|15.52\|-1.52\|15.72\|15.82\|15.39\|74187;2026-03-13\|15.35\|-1.10\|15.41\|15.80\|15.30\|58565;2026-03-16\|15.53\|1.17\|15.40\|15.55\|15.21\|59811;2026-03-17\|15.18\|-2.25\|15.64\|15.83\|15.15\|59019;2026-03-18\|15.34\|1.05\|15.27\|15.43\|15.11\|40526;2026-03-19\|14.65\|-4.50\|15.17\|15.22\|14.51\|85688;2026-03-20\|14.18\|-3.21\|14.72\|14.95\|14.11\|60609;2026-03-23\|12.96\|-8.60\|13.88\|13.93\|12.82\|122482;2026-03-24\|13.26\|2.31\|13.36\|13.42\|12.80\|91650;2026-03-25\|13.17\|-0.68\|13.30\|13.47\|13.10\|79720;2026-03-26\|12.91\|-1.97\|13.17\|13.28\|12.80\|67845;2026-03-27\|12.96\|0.39\|12.81\|13.20\|12.75\|60761;2026-03-30\|12.86\|-0.77\|12.80\|12.95\|12.63\|75956;2026-03-31\|12.40\|-3.58\|12.88\|12.93\|12.35\|87643;2026-04-01\|12.80\|3.23\|12.65\|12.80\|12.50\|70521;2026-04-02\|12.92\|0.94\|12.80\|13.38\|12.61\|124914;2026-04-03\|13.06\|1.08\|12.93\|13.35\|12.85\|130765;2026-04-07\|13.03\|-0.23\|13.06\|13.35\|12.83\|118303;2026-04-08\|13.44\|3.15\|13.25\|13.56\|13.10\|130580;2026-04-09\|14.34\|6.70\|13.40\|14.78\|13.21\|229706;2026-04-10\|14.69\|2.44\|14.32\|15.06\|14.19\|257422;2026-04-13\|14.37\|-2.18\|14.53\|14.75\|14.25\|124007;2026-04-14\|14.25\|-0.84\|14.66\|14.75\|14.15\|96991;2026-04-15\|14.03\|-1.54\|14.28\|14.55\|13.95\|91386;2026-04-16\|14.21\|1.28\|14.18\|14.38\|14.01\|74667;2026-04-17\|14.50\|2.04\|14.34\|14.68\|13.94\|98544;2026-04-20\|14.29\|-1.45\|14.48\|14.67\|14.17\|71567;2026-04-21\|14.50\|1.47\|14.28\|14.69\|14.12\|99035;2026-04-22\|14.53\|0.21\|14.52\|14.88\|14.32\|79493;2026-04-23\|14.14\|-2.68\|14.45\|14.50\|13.95\|77448;2026-04-24\|14.19\|0.35\|14.11\|14.39\|13.99\|55082;2026-04-27\|14.07\|-0.85\|14.20\|14.27\|13.80\|56760;2026-04-28\|13.77\|-2.13\|14.08\|14.12\|13.69\|62026;2026-04-29\|14.14\|2.69\|13.71\|14.43\|13.66\|88374;2026-04-30\|14.08\|-0.42\|14.20\|14.28\|13.80\|77620;2026-05-06\|14.31\|1.63\|14.08\|14.34\|13.94\|77660;2026-05-07\|14.83\|3.63\|14.44\|15.20\|14.39\|145779;2026-05-08\|14.90\|0.47\|14.79\|14.98\|14.56\|82879;2026-05-11\|15.04\|0.94\|15.00\|15.19\|14.80\|102570;2026-05-12\|15.05\|0.07\|15.04\|15.23\|14.82\|71377;2026-05-13\|15.20\|1.00\|15.00\|15.65\|14.89\|98614;2026-05-14\|15.15\|-0.33\|15.42\|15.47\|15.05\|74034;2026-05-15\|14.67\|-3.17\|15.15\|15.20\|14.59\|91733;2026-05-18\|14.83\|1.09\|14.68\|14.88\|14.42\|77950;2026-05-19\|15.55\|4.86\|14.98\|16.22\|14.72\|191838;2026-05-20\|14.95\|-3.86\|15.30\|15.40\|14.86\|123170;2026-05-21\|15.26\|2.07\|14.88\|16.06\|14.88\|193710;2026-05-22\|16.79\|10.03\|15.28\|16.79\|15.21\|406549;2026-05-25\|16.48\|-1.85\|17.09\|17.90\|16.33\|495149;2026-05-26\|15.85\|-3.82\|16.45\|16.56\|15.68\|283306;2026-05-27\|15.28\|-3.60\|16.18\|16.80\|15.12\|216137;2026-05-28\|16.81\|10.01\|15.14\|16.81\|15.14\|181437;2026-05-29\|18.49\|9.99\|18.49\|18.49\|16.85\|546937;2026-06-01\|18.48\|-0.05\|19.28\|20.34\|18.47\|771228;2026-06-02\|20.33\|10.01\|17.68\|20.33\|17.49\|729993;2026-06-03\|18.80\|-7.53\|19.67\|20.32\|18.36\|590394;2026-06-04\|20.68\|10.00\|18.62\|20.68\|18.31\|282159;2026-06-05\|19.78\|-4.35\|20.74\|21.25\|19.51\|503606;2026-06-08\|19.25\|-2.68\|18.51\|20.06\|18.50\|289649;2026-06-09\|19.31\|0.31\|19.10\|19.77\|17.96\|364018;2026-06-10\|18.70\|-3.16\|18.81\|19.60\|18.22\|250442;2026-06-11\|17.86\|-4.49\|18.30\|19.22\|17.62\|261074;2026-06-12\|17.11\|-4.20\|18.18\|18.19\|17.11\|225580;2026-06-15\|18.82\|9.99\|17.12\|18.82\|17.12\|162603;2026-06-16\|20.70\|9.99\|19.09\|20.70\|19.06\|473983;2026-06-17\|20.78\|0.39\|21.41\|21.95\|20.36\|395645;2026-06-18\|21.51\|3.51\|20.95\|22.18\|20.83\|307347;2026-06-22\|20.77\|-3.44\|21.51\|21.80\|19.70\|266695;2026-06-23\|20.78\|0.05\|20.70\|22.08\|20.60\|280528;2026-06-24\|20.11\|-3.22\|20.48\|20.70\|19.72\|225525;2026-06-25\|20.32\|1.04\|20.31\|21.07\|19.72\|245357;2026-06-26\|20.24\|-0.39\|20.01\|20.98\|19.73\|280797;2026-06-29\|18.97\|-6.27\|20.60\|20.84\|18.22\|292443;2026-06-30\|19.20\|1.21\|18.93\|19.32\|18.51\|188680;2026-07-01\|19.38\|0.94\|19.24\|19.74\|18.50\|216983;2026-07-02\|18.43\|-4.90\|19.15\|19.21\|18.40\|146580;2026-07-03\|18.33\|-0.54\|18.48\|19.31\|18.08\|181439;2026-07-06\|17.27\|-5.78\|18.23\|18.25\|17.17\|154747;2026-07-07\|16.65\|-3.59\|17.12\|17.55\|16.51\|89454;2026-07-08\|16.30\|-2.10\|16.70\|16.85\|15.83\|97790;2026-07-09\|16.30\|0.00\|16.28\|16.31\|15.42\|90570;2026-07-10\|15.72\|-3.56\|16.26\|16.33\|15.72\|96392
114580	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	超级电容+MLCC+商业航天+央企行业原因：上周五SpaceX在纳斯达克正式上市，首日大涨超19%，市值突破2万亿美元。中信证券指出，SpaceX上市可能重塑全球商业航天板块估值体系。公司原因： 1、据2025年9月11日互动易，公司主营产品电子元器件、开关、连接器、继电器等已应用于商业航天领域；据2026年4月29日年报，公司与银河航天、长光卫星等商业航天头部企业战略合作，多款固体继电器等产品已应用于商业火箭配套。 2、据2026年6月4日互动易，公司民用钽电容主要应用在服务器领域；薄膜电容、超级电容、铝电容及MLCC主要应用于超算领域；据2026年5月28日机构调研，钽电容在服务器高功率场景下具备高可靠性和高能量密度优势，无法被完全替代。 3、公司控股股东为中国振华电子集团有限公司，实际控制人为中国电子信息产业集团有限公司，最终控制人为国务院国有资产监督管理委员会。	1、公司民用钽电容主要应用在服务器领域、低压电路保护领域、民用爆破领域和智能三表领域；薄膜电容、超级电容、铝电容及MLCC主要应用于轨道交通领域和超算领域； 2、公司光电耦合器系列产品在光通信、光模块等领域已实现应用	2026-03-03\|52.53\|-8.13\|57.17\|57.35\|52.50\|312714;2026-03-04\|52.40\|-0.25\|51.98\|53.98\|51.97\|189644;2026-03-05\|52.93\|1.01\|53.60\|53.95\|52.58\|143287;2026-03-06\|53.49\|1.06\|52.69\|54.55\|52.33\|154391;2026-03-09\|51.90\|-2.97\|52.52\|52.53\|50.53\|185322;2026-03-10\|52.90\|1.93\|52.53\|53.29\|52.29\|121201;2026-03-11\|52.25\|-1.23\|52.92\|53.37\|52.03\|127783;2026-03-12\|51.03\|-2.33\|52.01\|52.14\|50.78\|133557;2026-03-13\|49.88\|-2.25\|50.81\|50.81\|49.74\|120215;2026-03-16\|49.75\|-0.26\|49.81\|49.81\|49.03\|96992;2026-03-17\|48.77\|-1.97\|49.93\|50.10\|48.76\|101751;2026-03-18\|49.31\|1.11\|48.99\|49.33\|48.52\|88002;2026-03-19\|48.08\|-2.49\|48.71\|48.74\|47.85\|104487;2026-03-20\|47.18\|-1.87\|48.20\|48.44\|47.18\|92239;2026-03-23\|44.75\|-5.15\|46.44\|46.74\|44.55\|148384;2026-03-24\|45.54\|1.77\|45.45\|45.58\|44.67\|107169;2026-03-25\|46.11\|1.25\|45.74\|46.28\|45.68\|101413;2026-03-26\|45.56\|-1.19\|46.05\|46.17\|45.25\|68274;2026-03-27\|45.72\|0.35\|44.88\|45.96\|44.88\|54576;2026-03-30\|45.84\|0.26\|44.80\|45.89\|44.73\|58941;2026-03-31\|45.39\|-0.98\|45.84\|46.44\|45.34\|87584;2026-04-01\|45.99\|1.32\|46.11\|46.28\|45.65\|81176;2026-04-02\|44.88\|-2.41\|45.86\|45.89\|44.62\|83779;2026-04-03\|44.00\|-1.96\|44.98\|45.10\|43.98\|69817;2026-04-07\|44.24\|0.55\|44.38\|44.65\|44.04\|56335;2026-04-08\|46.14\|4.29\|45.16\|46.19\|45.03\|120247;2026-04-09\|45.88\|-0.56\|45.70\|46.25\|45.47\|81660;2026-04-10\|46.28\|0.87\|46.10\|46.78\|46.10\|80250;2026-04-13\|46.36\|0.17\|46.01\|46.75\|45.96\|70134;2026-04-14\|46.96\|1.29\|46.98\|47.17\|46.54\|80013;2026-04-15\|46.76\|-0.43\|47.25\|47.59\|46.66\|85233;2026-04-16\|46.97\|0.45\|46.90\|47.13\|46.50\|78731;2026-04-17\|46.96\|-0.02\|46.75\|47.17\|46.61\|70417;2026-04-20\|47.54\|1.24\|46.96\|47.63\|46.92\|90209;2026-04-21\|47.24\|-0.63\|47.77\|47.77\|47.03\|66846;2026-04-22\|47.69\|0.95\|47.00\|47.73\|46.88\|81309;2026-04-23\|46.80\|-1.87\|47.74\|48.17\|46.52\|96332;2026-04-24\|46.82\|0.04\|46.90\|47.40\|46.58\|78689;2026-04-27\|47.18\|0.77\|46.82\|47.35\|46.36\|83018;2026-04-28\|46.83\|-0.74\|47.20\|47.62\|46.38\|100715;2026-04-29\|43.54\|-7.03\|43.80\|43.80\|42.99\|279362;2026-04-30\|42.61\|-2.14\|43.10\|43.50\|41.88\|235839;2026-05-06\|43.50\|2.09\|43.15\|44.24\|43.15\|176880;2026-05-07\|43.69\|0.44\|43.66\|43.86\|43.09\|123552;2026-05-08\|44.70\|2.31\|43.49\|44.97\|43.30\|164108;2026-05-11\|46.51\|4.05\|46.03\|47.18\|45.88\|224620;2026-05-12\|45.95\|-1.20\|46.51\|46.75\|45.57\|146317;2026-05-13\|46.87\|2.00\|45.70\|47.10\|45.64\|133016;2026-05-14\|46.12\|-1.60\|47.06\|47.24\|46.00\|153830;2026-05-15\|44.87\|-2.71\|46.08\|46.86\|44.62\|147263;2026-05-18\|44.94\|0.16\|44.60\|45.52\|44.07\|100079;2026-05-19\|46.91\|4.38\|44.75\|46.95\|44.29\|190127;2026-05-20\|46.89\|-0.04\|46.78\|47.49\|46.21\|144726;2026-05-21\|45.72\|-2.50\|46.94\|48.09\|45.67\|182574;2026-05-22\|49.17\|7.55\|46.07\|49.18\|46.07\|329668;2026-05-25\|52.08\|5.92\|51.36\|53.50\|51.33\|468163;2026-05-26\|50.34\|-3.34\|51.43\|51.60\|49.50\|280442;2026-05-27\|50.34\|0.00\|50.34\|53.00\|49.91\|336624;2026-05-28\|53.38\|6.04\|50.27\|54.10\|50.00\|563400;2026-05-29\|51.49\|-3.54\|54.05\|54.91\|50.70\|484101;2026-06-01\|50.87\|-1.20\|50.62\|53.17\|50.58\|357523;2026-06-02\|54.10\|6.35\|50.90\|54.49\|49.80\|543014;2026-06-03\|53.92\|-0.33\|54.60\|57.16\|52.93\|624260;2026-06-04\|59.31\|10.00\|53.82\|59.31\|53.31\|768752;2026-06-05\|56.07\|-5.46\|61.04\|61.77\|55.95\|740644;2026-06-08\|50.46\|-10.01\|53.00\|54.50\|50.46\|573943;2026-06-09\|52.19\|3.43\|50.86\|53.20\|49.48\|494725;2026-06-10\|51.08\|-2.13\|51.05\|53.12\|49.98\|362387;2026-06-11\|49.75\|-2.60\|50.00\|51.85\|48.70\|398489;2026-06-12\|47.16\|-5.21\|51.00\|51.50\|47.12\|427102;2026-06-15\|51.88\|10.01\|49.40\|51.88\|49.33\|292592;2026-06-16\|56.34\|8.60\|53.79\|57.07\|53.40\|895681;2026-06-17\|58.13\|3.18\|56.10\|58.85\|55.68\|548628;2026-06-18\|59.79\|2.86\|58.65\|61.05\|57.85\|464690;2026-06-22\|59.23\|-0.94\|60.31\|61.23\|58.03\|430461;2026-06-23\|56.14\|-5.22\|58.58\|58.68\|55.45\|355960;2026-06-24\|56.90\|1.35\|56.08\|59.30\|55.64\|338829;2026-06-25\|60.90\|7.03\|56.91\|61.98\|55.80\|510209;2026-06-26\|58.33\|-4.22\|60.28\|60.58\|57.58\|392229;2026-06-29\|55.82\|-4.30\|59.10\|60.80\|54.25\|427755;2026-06-30\|56.64\|2.16\|55.52\|56.93\|53.92\|320939;2026-07-01\|62.30\|9.99\|62.00\|62.30\|62.00\|136374;2026-07-02\|57.12\|-8.31\|60.88\|60.88\|56.62\|647709;2026-07-03\|55.09\|-3.55\|56.88\|57.40\|53.60\|409812;2026-07-06\|51.78\|-6.01\|55.20\|56.10\|51.33\|392331;2026-07-07\|50.18\|-3.09\|51.78\|52.33\|49.93\|282212;2026-07-08\|47.32\|-5.70\|50.19\|50.83\|47.21\|299426;2026-07-09\|48.36\|2.20\|48.32\|49.09\|46.05\|292137;2026-07-10\|47.14\|-2.52\|48.88\|49.78\|47.00\|438534
114579	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：国内特种MLCC领先企业，正拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套；英伟达AI服务器带动MLCC整体需求上行；涨停缘由：航天高可靠MLCC自主可控紧迫性提升、商业航天加速产业化、特种MLCC技术壁垒与定价能力突出；资金逻辑：主力资金连续两日净流入超5000万元，机构席位占比高，受益于军工电子与AI硬件双重主线共振；风险提示：商业航天配套尚处早期阶段，订单规模及收入确认节奏未公开披露，短期业绩支撑有限	国内特种 MLCC (片式多层陶瓷电容器) 领先企业；公司正积极拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套	2026-03-03\|38.83\|-9.72\|43.00\|43.10\|38.78\|254795;2026-03-04\|38.55\|-0.72\|38.31\|39.78\|38.25\|163823;2026-03-05\|38.42\|-0.34\|39.30\|39.45\|37.95\|124832;2026-03-06\|38.61\|0.49\|38.12\|39.11\|37.61\|96723;2026-03-09\|36.53\|-5.39\|37.50\|37.51\|35.78\|180555;2026-03-10\|39.16\|7.20\|37.90\|39.54\|37.90\|201830;2026-03-11\|39.01\|-0.38\|39.24\|39.65\|38.69\|109239;2026-03-12\|38.50\|-1.31\|38.83\|39.14\|37.82\|88091;2026-03-13\|37.20\|-3.38\|38.25\|38.33\|37.10\|85378;2026-03-16\|37.78\|1.56\|37.21\|38.06\|36.50\|91212;2026-03-17\|37.30\|-1.27\|37.78\|37.93\|37.05\|72712;2026-03-18\|37.88\|1.55\|37.30\|37.98\|37.12\|72109;2026-03-19\|36.90\|-2.59\|37.39\|37.48\|36.76\|61639;2026-03-20\|36.00\|-2.44\|37.10\|37.36\|35.98\|67795;2026-03-23\|33.84\|-6.00\|35.16\|35.30\|33.48\|94637;2026-03-24\|34.70\|2.54\|34.58\|34.77\|33.68\|66432;2026-03-25\|35.36\|1.90\|34.98\|35.64\|34.98\|59060;2026-03-26\|34.57\|-2.23\|35.12\|35.26\|34.31\|43624;2026-03-27\|34.52\|-0.14\|34.05\|34.85\|33.90\|49599;2026-03-30\|34.32\|-0.58\|33.50\|34.49\|33.50\|49844;2026-03-31\|33.98\|-0.99\|34.24\|34.92\|33.90\|57837;2026-04-01\|33.82\|-0.47\|34.88\|34.98\|33.50\|93074;2026-04-02\|31.66\|-6.39\|33.68\|33.68\|31.45\|145053;2026-04-03\|31.90\|0.76\|31.80\|31.99\|30.99\|77384;2026-04-07\|30.99\|-2.85\|31.93\|32.05\|30.91\|95526;2026-04-08\|32.82\|5.91\|31.80\|32.84\|31.55\|161215;2026-04-09\|32.11\|-2.16\|32.55\|32.55\|31.93\|102972;2026-04-10\|32.36\|0.78\|32.30\|32.84\|32.20\|73185;2026-04-13\|32.65\|0.90\|32.02\|32.85\|31.92\|83204;2026-04-14\|33.26\|1.87\|32.73\|33.48\|32.57\|95503;2026-04-15\|33.11\|-0.45\|33.66\|34.10\|33.05\|96363;2026-04-16\|33.20\|0.27\|33.11\|33.29\|32.90\|76862;2026-04-17\|34.82\|4.88\|33.16\|35.17\|33.00\|174568;2026-04-20\|35.14\|0.92\|34.83\|35.47\|34.51\|127917;2026-04-21\|35.45\|0.88\|35.38\|35.60\|34.88\|90051;2026-04-22\|35.84\|1.10\|35.45\|36.03\|35.10\|94898;2026-04-23\|34.84\|-2.79\|35.80\|35.83\|34.55\|93214;2026-04-24\|34.45\|-1.12\|34.78\|35.08\|34.40\|67173;2026-04-27\|34.58\|0.38\|34.49\|34.94\|34.25\|71321;2026-04-28\|35.20\|1.79\|34.65\|35.76\|34.08\|151880;2026-04-29\|32.51\|-7.64\|32.35\|33.05\|31.75\|267354;2026-04-30\|32.51\|0.00\|32.20\|33.10\|32.15\|110530;2026-05-06\|33.00\|1.51\|32.90\|33.98\|32.90\|108234;2026-05-07\|32.87\|-0.39\|33.12\|33.24\|32.56\|96421;2026-05-08\|33.48\|1.86\|32.73\|33.59\|32.30\|125054;2026-05-11\|34.54\|3.17\|33.98\|35.19\|33.78\|160486;2026-05-12\|33.73\|-2.35\|34.61\|34.74\|33.53\|103767;2026-05-13\|34.19\|1.36\|33.65\|34.40\|33.38\|106706;2026-05-14\|32.79\|-4.09\|34.25\|34.32\|32.77\|109999;2026-05-15\|32.13\|-2.01\|33.16\|33.46\|32.00\|97763;2026-05-18\|32.73\|1.87\|31.99\|33.52\|31.60\|87127;2026-05-19\|34.92\|6.69\|32.60\|35.61\|32.07\|231089;2026-05-20\|35.19\|0.77\|34.83\|35.83\|34.59\|199553;2026-05-21\|34.25\|-2.67\|35.30\|36.50\|34.15\|178501;2026-05-22\|37.68\|10.01\|34.54\|37.68\|34.54\|405031;2026-05-25\|39.50\|4.83\|41.32\|41.34\|39.11\|556550;2026-05-26\|40.64\|2.89\|39.49\|41.08\|38.86\|405814;2026-05-27\|43.01\|5.83\|41.35\|43.85\|41.00\|501229;2026-05-28\|47.31\|10.00\|43.80\|47.31\|43.01\|512767;2026-05-29\|48.44\|2.39\|49.00\|51.44\|48.00\|853056;2026-06-01\|53.28\|9.99\|46.54\|53.28\|46.54\|392988;2026-06-02\|58.61\|10.00\|52.15\|58.61\|51.50\|480739;2026-06-03\|63.93\|9.08\|59.99\|64.47\|59.22\|725684;2026-06-04\|64.55\|0.97\|62.69\|65.94\|60.70\|594645;2026-06-05\|62.98\|-2.31\|63.82\|64.94\|61.10\|455991;2026-06-08\|56.68\|-10.00\|58.01\|65.80\|56.68\|638165;2026-06-09\|59.62\|5.19\|58.27\|61.14\|52.61\|801747;2026-06-10\|56.28\|-5.60\|56.74\|59.02\|54.61\|503962;2026-06-11\|61.91\|10.00\|56.24\|61.91\|55.15\|431087;2026-06-12\|58.15\|-6.07\|62.83\|63.70\|57.00\|551103;2026-06-15\|63.97\|10.01\|59.90\|63.97\|59.90\|181610;2026-06-16\|67.70\|5.83\|68.36\|69.36\|65.68\|537532;2026-06-17\|69.71\|2.97\|66.30\|69.73\|65.50\|543769;2026-06-18\|67.75\|-2.81\|68.00\|74.80\|67.40\|472878;2026-06-22\|65.19\|-3.78\|67.99\|68.88\|62.80\|483606;2026-06-23\|62.09\|-4.76\|63.50\|63.79\|59.48\|445718;2026-06-24\|68.30\|10.00\|62.05\|68.30\|62.05\|170880;2026-06-25\|75.13\|10.00\|72.33\|75.13\|71.98\|148834;2026-06-26\|79.49\|5.80\|74.60\|81.01\|73.63\|576974;2026-06-29\|80.43\|1.18\|81.49\|87.30\|76.50\|452075;2026-06-30\|83.00\|3.20\|80.00\|84.88\|77.20\|428479;2026-07-01\|87.50\|5.42\|85.60\|91.30\|84.00\|514658;2026-07-02\|81.27\|-7.12\|79.81\|83.00\|78.75\|406789;2026-07-03\|85.48\|5.18\|81.26\|89.40\|77.93\|429422;2026-07-06\|76.93\|-10.00\|88.00\|88.00\|76.93\|291061;2026-07-07\|69.24\|-10.00\|73.63\|76.00\|69.24\|371710;2026-07-08\|62.32\|-9.99\|69.00\|71.88\|62.32\|376265;2026-07-09\|63.50\|1.89\|62.90\|63.80\|58.29\|402104;2026-07-10\|59.45\|-6.38\|62.94\|67.24\|59.30\|339552
114578	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	MLCC离型膜+复合铜箔+扭亏为盈行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2026年6月11日异动公告，公司MLCC离型膜主要应用于消费电子和汽车电子用领域，因技术壁垒较高暂未涉及AI算力相关应用，该业务营收占公司整体营收比例未达1%，短期内对公司业绩影响很小。 2、据2026年5月14日业绩说明会，公司复合铜箔项目已实现量产并获得多个订单，载体铜箔也已获得多个订单；据2025年年报，复合铜箔项目已具备规模化量产条件。 3、据2026年4月28日一季报，公司一季度实现归母净利润405.80万元，同比扭亏为盈。	公司MLCC离型膜已切入国内头部客户并实现稳定供货，复合铜箔项目正常推进，受益国产替代	2026-03-03\|7.32\|-5.67\|7.92\|7.97\|7.29\|550263;2026-03-04\|7.39\|0.96\|7.21\|7.51\|7.20\|316150;2026-03-05\|7.40\|0.14\|7.55\|7.63\|7.34\|249806;2026-03-06\|7.41\|0.14\|7.36\|7.50\|7.32\|246239;2026-03-09\|7.29\|-1.62\|7.38\|7.41\|7.06\|378155;2026-03-10\|7.48\|2.61\|7.37\|7.59\|7.35\|291818;2026-03-11\|7.51\|0.40\|7.49\|7.67\|7.41\|303145;2026-03-12\|7.86\|4.66\|7.58\|8.03\|7.49\|591862;2026-03-13\|7.64\|-2.80\|7.77\|7.88\|7.59\|382699;2026-03-16\|8.05\|5.37\|7.68\|8.18\|7.65\|750067;2026-03-17\|7.93\|-1.49\|8.02\|8.12\|7.91\|544688;2026-03-18\|7.71\|-2.77\|7.94\|8.22\|7.45\|673298;2026-03-19\|7.36\|-4.54\|7.77\|7.77\|7.31\|463330;2026-03-20\|7.06\|-4.08\|7.45\|7.49\|7.05\|454420;2026-03-23\|6.60\|-6.52\|6.85\|7.04\|6.52\|404198;2026-03-24\|6.82\|3.33\|6.78\|6.88\|6.55\|352581;2026-03-25\|6.97\|2.20\|6.88\|7.09\|6.88\|330604;2026-03-26\|6.89\|-1.15\|7.00\|7.35\|6.87\|466568;2026-03-27\|7.29\|5.81\|6.85\|7.47\|6.79\|524112;2026-03-30\|7.19\|-1.37\|7.19\|7.30\|7.08\|261767;2026-03-31\|6.79\|-5.56\|7.18\|7.19\|6.78\|369547;2026-04-01\|6.88\|1.33\|6.94\|7.05\|6.82\|241584;2026-04-02\|6.76\|-1.74\|6.89\|7.01\|6.69\|260500;2026-04-03\|6.53\|-3.40\|6.79\|6.86\|6.45\|260478;2026-04-07\|6.75\|3.37\|6.55\|6.78\|6.55\|237079;2026-04-08\|6.90\|2.22\|6.89\|6.95\|6.78\|217393;2026-04-09\|6.82\|-1.16\|6.81\|6.94\|6.72\|191277;2026-04-10\|6.82\|0.00\|6.88\|6.97\|6.80\|183100;2026-04-13\|6.86\|0.59\|6.78\|6.87\|6.68\|228604;2026-04-14\|6.94\|1.17\|6.87\|6.95\|6.79\|213752;2026-04-15\|7.15\|3.03\|6.98\|7.63\|6.96\|737251;2026-04-16\|7.13\|-0.28\|7.18\|7.21\|7.03\|392966;2026-04-17\|7.46\|4.63\|7.06\|7.60\|7.05\|684671;2026-04-20\|7.65\|2.55\|7.36\|7.92\|7.36\|729360;2026-04-21\|7.84\|2.48\|7.64\|8.02\|7.57\|504249;2026-04-22\|7.85\|0.13\|7.84\|7.96\|7.73\|467608;2026-04-23\|7.54\|-3.95\|7.81\|7.84\|7.49\|517787;2026-04-24\|7.62\|1.06\|7.54\|7.73\|7.43\|351102;2026-04-27\|8.02\|5.25\|7.62\|8.05\|7.52\|499509;2026-04-28\|7.77\|-3.12\|7.83\|7.98\|7.24\|936614;2026-04-29\|7.78\|0.13\|7.72\|7.89\|7.59\|455764;2026-04-30\|7.75\|-0.39\|7.74\|8.04\|7.62\|487402;2026-05-06\|8.16\|5.29\|7.80\|8.23\|7.79\|586716;2026-05-07\|7.97\|-2.33\|8.15\|8.33\|7.90\|610491;2026-05-08\|7.89\|-1.00\|7.92\|8.06\|7.82\|367664;2026-05-11\|8.68\|10.01\|7.95\|8.68\|7.93\|612260;2026-05-12\|8.78\|1.15\|9.00\|9.29\|8.45\|1848779;2026-05-13\|8.65\|-1.48\|8.72\|8.77\|8.41\|924895;2026-05-14\|8.36\|-3.35\|8.64\|8.82\|8.36\|896995;2026-05-15\|8.39\|0.36\|8.45\|9.05\|8.36\|769429;2026-05-18\|8.69\|3.58\|8.46\|8.70\|8.24\|706948;2026-05-19\|8.95\|2.99\|8.55\|9.17\|8.37\|1016536;2026-05-20\|8.37\|-6.48\|8.94\|8.94\|8.36\|935971;2026-05-21\|8.16\|-2.51\|8.40\|9.16\|8.00\|870571;2026-05-22\|8.98\|10.05\|8.18\|8.98\|7.88\|898718;2026-05-25\|9.88\|10.02\|9.78\|9.88\|9.62\|435718;2026-05-26\|10.87\|10.02\|10.07\|10.87\|9.80\|2138613;2026-05-27\|10.75\|-1.10\|10.43\|11.23\|10.25\|2527872;2026-05-28\|11.39\|5.95\|10.44\|11.80\|10.44\|2287489;2026-05-29\|10.23\|-10.03\|11.05\|11.47\|10.23\|1789782;2026-06-01\|10.57\|3.32\|10.17\|11.05\|10.00\|1436014;2026-06-02\|11.22\|6.15\|10.40\|11.35\|10.20\|1844540;2026-06-03\|10.73\|-4.37\|11.01\|11.58\|10.48\|1842530;2026-06-04\|11.80\|9.97\|10.74\|11.80\|10.70\|736617;2026-06-05\|11.82\|0.17\|12.98\|12.98\|11.71\|2961005;2026-06-08\|11.09\|-6.18\|10.93\|12.30\|10.93\|2237965;2026-06-09\|12.20\|10.01\|11.27\|12.20\|11.10\|1286480;2026-06-10\|13.42\|10.00\|12.91\|13.42\|12.91\|1672630;2026-06-11\|12.42\|-7.45\|13.16\|13.48\|12.08\|2832339;2026-06-12\|11.58\|-6.76\|12.42\|12.79\|11.24\|2026361;2026-06-15\|12.74\|10.02\|11.76\|12.74\|11.76\|954632;2026-06-16\|14.01\|9.97\|13.77\|14.01\|13.74\|616477;2026-06-17\|14.86\|6.07\|13.56\|15.18\|13.52\|2890015;2026-06-18\|14.85\|-0.07\|14.79\|15.15\|14.40\|1897697;2026-06-22\|14.60\|-1.68\|15.22\|15.35\|14.17\|1654040;2026-06-23\|13.65\|-6.51\|14.34\|14.40\|13.15\|1300460;2026-06-24\|14.00\|2.56\|13.31\|14.17\|13.30\|1441967;2026-06-25\|14.70\|5.00\|14.29\|14.85\|13.33\|1721961;2026-06-26\|13.46\|-8.44\|14.13\|14.29\|13.35\|1195372;2026-06-29\|12.38\|-8.02\|13.70\|14.14\|12.11\|1211431;2026-06-30\|12.40\|0.16\|12.01\|12.76\|11.50\|1044698;2026-07-01\|12.02\|-3.06\|12.66\|12.85\|11.91\|1059120;2026-07-02\|11.43\|-4.91\|11.60\|12.16\|11.30\|891270;2026-07-03\|11.04\|-3.41\|11.44\|11.48\|10.88\|818073;2026-07-06\|10.34\|-6.34\|11.12\|11.31\|10.30\|720752;2026-07-07\|11.37\|9.96\|10.40\|11.37\|10.25\|436256;2026-07-08\|10.35\|-8.97\|11.38\|11.39\|10.30\|988514;2026-07-09\|10.57\|2.13\|10.77\|10.89\|9.83\|909929;2026-07-10\|9.99\|-5.49\|10.60\|10.81\|9.98\|730002
114577	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：胜宏科技4月29日涨停，核心驱动为AI服务器用高阶HDI/高频高速PCB订单饱满、建滔积层板正式涨价及一季度净利增近40%；涨停缘由：公司已量产供应AI服务器所需高阶HDI、高频高速PCB；建滔积层板发布正式涨价通知，行业价格传导机制启动；一季度净利同比增长39.8%，业绩兑现能力强；资金逻辑：PCB板块主力资金连续五日净流入，胜宏科技单日成交额创阶段新高，融资余额增幅居行业前列，机构调研频次显著增加；风险提示：AI服务器需求存在阶段性波动风险；铜箔、树脂等原材料价格若反弹将压缩毛利；客户集中度较高，议价能力受限	公司已推出高阶HDI、高频高速PCB等AI服务器产品，一季度净利同比增长近40%	2026-03-03\|284.00\|-6.36\|307.11\|308.80\|283.49\|443614;2026-03-04\|286.62\|0.92\|280.11\|295.55\|278.00\|315924;2026-03-05\|284.95\|-0.58\|293.10\|299.02\|280.62\|435024;2026-03-06\|278.39\|-2.30\|282.00\|285.29\|274.91\|291425;2026-03-09\|270.04\|-3.00\|270.00\|271.81\|260.20\|328942;2026-03-10\|289.00\|7.02\|278.00\|289.99\|276.50\|396578;2026-03-11\|284.80\|-1.45\|288.99\|290.55\|283.80\|262234;2026-03-12\|280.49\|-1.51\|282.99\|285.80\|273.40\|282158;2026-03-13\|278.23\|-0.81\|275.00\|287.49\|273.88\|299279;2026-03-16\|289.05\|3.89\|278.23\|289.90\|271.50\|371890;2026-03-17\|280.00\|-3.13\|305.01\|309.04\|280.00\|499209;2026-03-18\|289.65\|3.45\|282.13\|293.00\|277.01\|436798;2026-03-19\|277.28\|-4.27\|281.00\|283.58\|276.40\|326611;2026-03-20\|278.72\|0.52\|281.00\|286.90\|277.76\|331517;2026-03-23\|261.42\|-6.21\|267.82\|269.80\|260.47\|339920;2026-03-24\|266.06\|1.77\|263.23\|266.50\|259.18\|202279;2026-03-25\|266.44\|0.14\|270.79\|271.74\|265.00\|256858;2026-03-26\|268.89\|0.92\|265.11\|274.00\|262.43\|292531;2026-03-27\|262.10\|-2.53\|261.50\|265.99\|256.88\|228332;2026-03-30\|257.28\|-1.84\|257.00\|261.00\|252.68\|221769;2026-03-31\|251.00\|-2.44\|256.00\|261.00\|250.80\|219685;2026-04-01\|257.16\|2.45\|260.00\|261.00\|254.40\|230438;2026-04-02\|257.08\|-0.03\|256.00\|263.67\|254.20\|274305;2026-04-03\|263.68\|2.57\|258.04\|269.87\|258.00\|354970;2026-04-07\|264.88\|0.46\|266.19\|271.57\|263.01\|210926;2026-04-08\|285.88\|7.93\|273.98\|285.90\|270.05\|457691;2026-04-09\|278.02\|-2.75\|280.00\|283.70\|277.30\|341554;2026-04-10\|289.77\|4.23\|281.00\|295.80\|278.99\|484517;2026-04-13\|298.15\|2.89\|285.00\|301.99\|285.00\|450794;2026-04-14\|310.00\|3.97\|299.62\|314.00\|295.70\|581666;2026-04-15\|295.44\|-4.08\|310.00\|312.79\|292.55\|456222;2026-04-16\|303.50\|2.73\|298.70\|306.50\|293.00\|400180;2026-04-17\|326.42\|7.55\|305.04\|335.00\|301.36\|666512;2026-04-20\|343.00\|5.08\|329.00\|349.79\|326.90\|544758;2026-04-21\|330.90\|-3.53\|330.00\|338.88\|325.01\|499389;2026-04-22\|342.78\|3.59\|331.00\|345.00\|326.57\|465656;2026-04-23\|331.95\|-3.16\|346.11\|348.00\|326.00\|506822;2026-04-24\|315.59\|-4.93\|325.32\|333.80\|310.46\|515921;2026-04-27\|317.40\|0.57\|318.64\|327.00\|315.59\|350620;2026-04-28\|313.06\|-1.37\|320.00\|320.78\|309.28\|283772;2026-04-29\|333.87\|6.65\|306.00\|343.10\|304.00\|625825;2026-04-30\|328.49\|-1.61\|333.00\|336.86\|326.06\|323534;2026-05-06\|325.92\|-0.78\|334.01\|338.89\|325.00\|521713;2026-05-07\|338.06\|3.72\|330.00\|340.87\|330.00\|562663;2026-05-08\|358.66\|6.09\|333.03\|367.01\|333.03\|559682;2026-05-11\|378.24\|5.46\|362.47\|383.51\|352.00\|627609;2026-05-12\|375.43\|-0.74\|377.87\|384.79\|368.88\|475037;2026-05-13\|387.40\|3.19\|370.00\|389.50\|369.88\|464645;2026-05-14\|354.83\|-8.41\|388.00\|390.00\|354.60\|747113;2026-05-15\|340.22\|-4.12\|354.83\|361.90\|336.20\|535795;2026-05-18\|346.20\|1.76\|336.60\|352.52\|336.26\|368510;2026-05-19\|336.98\|-2.66\|342.00\|343.00\|325.42\|376039;2026-05-20\|334.20\|-0.82\|336.00\|339.08\|330.10\|295416;2026-05-21\|331.40\|-0.84\|342.00\|349.43\|330.00\|472732;2026-05-22\|375.50\|13.31\|346.04\|375.50\|346.04\|801700;2026-05-25\|383.50\|2.13\|390.00\|391.01\|372.18\|721814;2026-05-26\|392.95\|2.46\|380.00\|400.00\|376.66\|695578;2026-05-27\|379.30\|-3.47\|385.88\|402.60\|376.89\|586791;2026-05-28\|375.30\|-1.05\|373.00\|378.53\|364.00\|467477;2026-05-29\|368.52\|-1.81\|378.00\|396.98\|366.50\|520885;2026-06-01\|342.35\|-7.10\|375.56\|381.68\|342.00\|495131;2026-06-02\|349.08\|1.97\|343.00\|356.31\|334.16\|420825;2026-06-03\|353.44\|1.25\|349.08\|369.15\|345.01\|535733;2026-06-04\|366.72\|3.76\|346.00\|373.30\|344.70\|513439;2026-06-05\|338.90\|-7.59\|359.84\|360.00\|336.50\|553281;2026-06-08\|314.80\|-7.11\|307.00\|325.90\|306.56\|512107;2026-06-09\|342.55\|8.82\|324.00\|343.99\|321.44\|498145;2026-06-10\|330.26\|-3.59\|338.46\|340.00\|325.42\|299185;2026-06-11\|325.48\|-1.45\|330.00\|333.00\|320.04\|268147;2026-06-12\|327.21\|0.53\|340.06\|350.00\|325.80\|374329;2026-06-15\|344.50\|5.28\|336.29\|344.81\|325.77\|379286;2026-06-16\|355.48\|3.19\|344.50\|361.74\|342.60\|469153;2026-06-17\|361.70\|1.75\|348.00\|368.10\|346.10\|444370;2026-06-18\|369.00\|2.02\|368.00\|372.58\|358.94\|451939;2026-06-22\|365.40\|-0.98\|372.00\|375.80\|354.67\|493148;2026-06-23\|338.20\|-7.44\|360.00\|360.00\|335.91\|522806;2026-06-24\|343.43\|1.55\|338.50\|345.26\|331.13\|379109;2026-06-25\|350.16\|1.96\|343.00\|355.00\|337.58\|520557;2026-06-26\|319.55\|-8.74\|340.00\|341.00\|318.98\|550552;2026-06-29\|315.37\|-1.31\|317.13\|329.00\|308.00\|330371;2026-06-30\|346.43\|9.85\|321.00\|353.00\|321.00\|582322;2026-07-01\|326.86\|-5.65\|342.97\|353.97\|325.00\|437870;2026-07-02\|306.09\|-6.35\|314.00\|324.66\|303.75\|388315;2026-07-03\|308.07\|0.65\|300.30\|318.00\|293.88\|330626;2026-07-06\|292.77\|-4.97\|305.51\|307.00\|285.00\|349880;2026-07-07\|284.92\|-2.68\|291.88\|295.20\|277.01\|280830;2026-07-08\|279.66\|-1.85\|288.00\|290.69\|277.44\|242044;2026-07-09\|296.70\|6.09\|288.00\|297.77\|277.50\|381177;2026-07-10\|272.00\|-8.32\|297.17\|305.45\|271.72\|492830
114576	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+封装基板+拟定增+央企行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月13日公告，公司拟募集资金不超过48.82亿元，用于无锡AI算力电子电路产品项目及补充流动资金，该项目主要生产高速高密高多层PCB产品，用于AI服务器、交换机等领域。 2、据2026年6月16日投资者关系活动记录表，公司PCB业务受益于AI算力基础设施硬件需求增长，工厂产能利用率维持高位；封装基板业务因存储类、处理器芯片类基板需求拉动，产能利用率延续较高水平。 3、据2026年6月16日投资者关系活动记录表，公司广州封装基板项目FC-BGA类封装基板已实现22层及以下产品量产，24层及以上产品技术研发及打样工作按期推进。 4、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	国内IC载板龙头，已成为全球领先的无线基站射频功放PCB供应商、亚太地区主要的航空航天用PCB供应商、国内领先的处理器芯片封装基板供应商	2026-03-03\|270.95\|-6.49\|289.80\|290.95\|270.28\|99690;2026-03-04\|267.90\|-1.13\|269.00\|274.50\|265.20\|64515;2026-03-05\|268.16\|0.10\|274.80\|280.44\|265.20\|92348;2026-03-06\|263.78\|-1.63\|266.11\|268.96\|259.60\|57019;2026-03-09\|255.10\|-3.29\|250.60\|258.48\|240.66\|109483;2026-03-10\|263.66\|3.36\|260.61\|267.75\|259.00\|84764;2026-03-11\|259.60\|-1.54\|263.00\|266.90\|258.00\|77504;2026-03-12\|252.61\|-2.69\|258.00\|263.00\|249.50\|68849;2026-03-13\|250.23\|-0.94\|250.00\|256.38\|243.50\|104134;2026-03-16\|256.00\|2.31\|248.23\|256.50\|243.51\|107596;2026-03-17\|254.40\|-0.62\|263.66\|268.30\|254.00\|145604;2026-03-18\|264.93\|4.14\|259.79\|265.66\|251.08\|120279;2026-03-19\|249.99\|-5.64\|255.00\|258.10\|248.00\|113599;2026-03-20\|249.68\|-0.12\|251.82\|256.77\|248.01\|78897;2026-03-23\|233.49\|-6.48\|239.00\|241.03\|230.01\|86967;2026-03-24\|235.03\|0.66\|236.81\|236.99\|228.09\|64455;2026-03-25\|237.99\|1.26\|237.88\|246.99\|237.00\|88227;2026-03-26\|232.30\|-2.39\|236.60\|239.82\|231.78\|64590;2026-03-27\|233.18\|0.38\|226.07\|237.23\|224.00\|75796;2026-03-30\|225.58\|-3.26\|228.99\|230.19\|218.50\|104351;2026-03-31\|219.51\|-2.69\|225.17\|225.32\|217.68\|86014;2026-04-01\|231.00\|5.23\|225.80\|231.70\|223.88\|108849;2026-04-02\|219.00\|-5.19\|228.34\|229.00\|218.00\|91608;2026-04-03\|212.78\|-2.84\|220.06\|221.00\|211.00\|103330;2026-04-07\|215.92\|1.48\|214.00\|219.33\|213.45\|84064;2026-04-08\|237.51\|10.00\|222.70\|237.51\|222.33\|155389;2026-04-09\|243.00\|2.31\|237.04\|244.88\|236.00\|153479;2026-04-10\|262.03\|7.83\|245.00\|267.30\|245.00\|228835;2026-04-13\|268.69\|2.54\|259.00\|269.90\|259.00\|141789;2026-04-14\|285.77\|6.36\|272.14\|291.90\|268.78\|147089;2026-04-15\|270.93\|-5.19\|284.98\|285.00\|269.16\|142927;2026-04-16\|270.14\|-0.29\|270.86\|272.21\|266.34\|99760;2026-04-17\|283.06\|4.78\|269.45\|288.88\|266.03\|133507;2026-04-20\|287.62\|1.61\|285.83\|298.00\|285.00\|111578;2026-04-21\|295.33\|2.68\|285.00\|296.64\|282.49\|122227;2026-04-22\|301.30\|2.02\|296.82\|302.80\|293.00\|104824;2026-04-23\|301.30\|0.00\|301.40\|309.93\|294.30\|122339;2026-04-24\|301.36\|0.02\|305.00\|313.00\|293.45\|152830;2026-04-27\|321.80\|6.78\|307.39\|330.98\|307.39\|138290;2026-04-28\|314.93\|-2.13\|321.32\|321.84\|308.00\|120918;2026-04-29\|314.51\|-0.13\|308.50\|318.34\|302.00\|97424;2026-04-30\|312.50\|-0.64\|318.68\|322.75\|308.21\|102497;2026-05-06\|318.75\|2.00\|325.41\|337.77\|318.49\|119537;2026-05-07\|323.50\|1.49\|322.75\|329.00\|318.16\|85179;2026-05-08\|320.37\|-0.97\|316.66\|329.33\|315.10\|95192;2026-05-11\|333.52\|4.10\|325.40\|336.19\|313.59\|123785;2026-05-12\|329.79\|-1.12\|334.00\|339.60\|324.65\|89181;2026-05-13\|348.50\|5.67\|327.18\|350.70\|325.01\|119027;2026-05-14\|331.36\|-4.92\|349.09\|350.00\|329.33\|96631;2026-05-15\|323.25\|-2.45\|331.36\|339.39\|318.30\|98240;2026-05-18\|335.92\|3.92\|320.96\|341.55\|316.30\|102704;2026-05-19\|332.30\|-1.08\|334.00\|335.00\|315.33\|90609;2026-05-20\|333.88\|0.48\|330.99\|342.87\|327.27\|91254;2026-05-21\|343.88\|3.00\|342.00\|366.00\|342.00\|142900;2026-05-22\|378.27\|10.00\|357.63\|378.27\|357.29\|149655;2026-05-25\|400.00\|5.74\|404.02\|409.74\|387.87\|161963;2026-05-26\|419.50\|4.88\|406.00\|432.99\|394.53\|219316;2026-05-27\|396.05\|-5.59\|410.15\|418.00\|390.01\|190716;2026-05-28\|398.28\|0.56\|390.81\|403.00\|384.55\|143521;2026-05-29\|411.41\|3.92\|405.00\|425.00\|401.31\|153616;2026-06-01\|380.00\|-7.63\|412.00\|425.88\|379.86\|162448;2026-06-02\|398.80\|4.95\|386.08\|404.00\|369.00\|144410;2026-06-03\|382.00\|-4.21\|400.00\|406.70\|374.48\|211122;2026-06-04\|393.38\|2.98\|370.00\|398.00\|369.53\|154196;2026-06-05\|373.00\|-5.18\|382.01\|392.86\|370.49\|131901;2026-06-08\|369.64\|-0.90\|350.08\|393.80\|350.00\|169281;2026-06-09\|395.96\|7.12\|375.00\|399.00\|363.00\|162474;2026-06-10\|383.06\|-3.26\|392.00\|394.30\|374.50\|113558;2026-06-11\|376.16\|-1.80\|382.99\|390.88\|370.00\|97437;2026-06-12\|379.50\|0.89\|390.91\|401.59\|377.56\|108361;2026-06-15\|399.80\|5.35\|386.96\|401.33\|383.03\|134493;2026-06-16\|403.88\|1.02\|399.00\|413.63\|396.66\|158116;2026-06-17\|444.27\|10.00\|405.00\|444.27\|405.00\|120345;2026-06-18\|453.80\|2.15\|456.00\|459.00\|419.00\|195279;2026-06-22\|457.34\|0.78\|462.42\|469.52\|433.76\|175947;2026-06-23\|426.00\|-6.85\|447.81\|455.00\|419.00\|153966;2026-06-24\|431.90\|1.39\|424.87\|436.00\|412.00\|130643;2026-06-25\|455.00\|5.35\|431.99\|459.90\|425.19\|135773;2026-06-26\|433.50\|-4.73\|448.00\|448.80\|420.47\|111999;2026-06-29\|434.16\|0.15\|428.40\|453.00\|403.83\|129011;2026-06-30\|457.90\|5.47\|430.46\|469.99\|425.87\|135452;2026-07-01\|448.02\|-2.16\|459.00\|484.57\|440.50\|112640;2026-07-02\|423.10\|-5.56\|427.20\|468.29\|406.00\|161068;2026-07-03\|454.48\|7.42\|426.28\|465.41\|415.00\|176442;2026-07-06\|440.20\|-3.14\|450.00\|455.98\|426.88\|152099;2026-07-07\|412.10\|-6.38\|438.69\|443.95\|396.18\|183387;2026-07-08\|402.33\|-2.37\|413.79\|422.98\|397.00\|93145;2026-07-09\|442.56\|10.00\|420.00\|442.56\|407.19\|154991;2026-07-10\|426.00\|-3.74\|443.00\|459.80\|425.00\|130742
114575	全球最大PPE树脂产区停产，PCB材料持续涨价	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一	2026-03-03\|76.22\|-6.90\|81.96\|82.49\|75.80\|916600;2026-03-04\|76.00\|-0.29\|75.55\|78.40\|74.65\|637145;2026-03-05\|76.45\|0.59\|78.01\|79.31\|75.62\|730877;2026-03-06\|75.41\|-1.36\|76.00\|77.26\|74.33\|449550;2026-03-09\|74.19\|-1.62\|73.00\|74.66\|69.50\|843676;2026-03-10\|76.65\|3.32\|76.00\|77.50\|75.71\|697454;2026-03-11\|77.24\|0.77\|76.40\|77.50\|75.45\|633625;2026-03-12\|76.34\|-1.17\|76.16\|79.21\|75.02\|691429;2026-03-13\|81.18\|6.34\|76.36\|83.48\|76.25\|1311108;2026-03-16\|83.95\|3.41\|81.40\|85.49\|78.50\|1271611;2026-03-17\|85.59\|1.95\|87.00\|90.10\|85.42\|1744113;2026-03-18\|91.00\|6.32\|88.01\|93.96\|86.30\|1524717;2026-03-19\|86.33\|-5.13\|88.55\|90.00\|85.77\|1081706;2026-03-20\|84.30\|-2.35\|88.00\|88.88\|84.10\|913768;2026-03-23\|80.24\|-4.82\|81.95\|83.20\|79.80\|837347;2026-03-24\|82.29\|2.55\|81.03\|82.77\|79.21\|792680;2026-03-25\|82.52\|0.28\|83.30\|85.39\|81.76\|909748;2026-03-26\|79.01\|-4.25\|82.00\|82.19\|78.26\|845083;2026-03-27\|80.64\|2.06\|77.03\|82.61\|76.49\|677577;2026-03-30\|79.19\|-1.80\|79.00\|79.58\|77.69\|444366;2026-03-31\|75.97\|-4.07\|78.80\|78.94\|75.35\|636128;2026-04-01\|79.29\|4.37\|78.50\|79.81\|77.81\|658092;2026-04-02\|76.27\|-3.81\|79.00\|79.10\|75.89\|527276;2026-04-03\|76.32\|0.07\|77.39\|78.28\|76.12\|496661;2026-04-07\|76.43\|0.14\|76.51\|77.85\|75.33\|503529;2026-04-08\|84.07\|10.00\|79.30\|84.07\|78.83\|995135;2026-04-09\|85.84\|2.11\|84.68\|87.11\|84.15\|1013954;2026-04-10\|88.32\|2.89\|86.56\|89.66\|85.04\|881901;2026-04-13\|88.67\|0.40\|86.50\|90.62\|86.41\|754932;2026-04-14\|97.54\|10.00\|91.68\|97.54\|90.88\|937441;2026-04-15\|92.78\|-4.88\|98.60\|99.13\|92.00\|1336258;2026-04-16\|94.40\|1.75\|92.25\|95.46\|91.91\|772929;2026-04-17\|97.66\|3.45\|93.68\|99.38\|93.60\|930208;2026-04-20\|98.00\|0.35\|97.00\|101.32\|96.35\|782441;2026-04-21\|99.82\|1.86\|96.51\|101.00\|95.85\|715613;2026-04-22\|103.27\|3.46\|99.92\|104.00\|99.38\|729964;2026-04-23\|106.62\|3.24\|105.03\|109.26\|103.27\|991674;2026-04-24\|102.38\|-3.98\|105.98\|107.84\|99.82\|932245;2026-04-27\|104.95\|2.51\|104.01\|106.88\|103.20\|703903;2026-04-28\|101.88\|-2.93\|104.94\|105.33\|101.11\|525078;2026-04-29\|101.98\|0.10\|101.00\|104.14\|99.05\|548251;2026-04-30\|102.57\|0.58\|103.62\|105.66\|102.20\|473253;2026-05-06\|104.79\|2.16\|104.90\|107.50\|103.90\|661115;2026-05-07\|107.88\|2.95\|104.82\|108.80\|102.81\|683633;2026-05-08\|108.71\|1.24\|105.83\|111.36\|105.18\|558376;2026-05-11\|108.68\|-0.03\|110.00\|110.80\|105.58\|704326;2026-05-12\|108.68\|0.00\|110.16\|110.50\|105.16\|626652;2026-05-13\|112.58\|3.59\|106.53\|112.88\|106.15\|706102;2026-05-14\|107.02\|-4.94\|114.38\|114.46\|106.30\|736761;2026-05-15\|102.99\|-3.77\|106.90\|108.00\|101.80\|627584;2026-05-18\|104.26\|1.23\|101.55\|106.68\|101.55\|492103;2026-05-19\|102.60\|-1.59\|103.47\|103.50\|98.30\|587736;2026-05-20\|103.58\|0.96\|102.60\|105.30\|101.70\|461189;2026-05-21\|103.70\|0.12\|105.58\|109.68\|103.00\|770834;2026-05-22\|114.07\|10.00\|106.00\|114.07\|106.00\|1016965;2026-05-25\|122.54\|7.43\|121.02\|123.82\|119.20\|997254;2026-05-26\|133.36\|8.83\|122.90\|134.79\|122.55\|1158013;2026-05-27\|128.29\|-3.80\|130.21\|134.50\|127.10\|1010370;2026-05-28\|133.06\|3.72\|126.10\|135.35\|125.36\|918255;2026-05-29\|132.04\|-0.77\|133.17\|138.87\|131.43\|924767;2026-06-01\|122.51\|-7.22\|132.04\|134.99\|122.28\|920139;2026-06-02\|131.00\|6.93\|124.00\|131.99\|119.20\|846816;2026-06-03\|129.80\|-0.92\|131.04\|138.42\|127.00\|1052102;2026-06-04\|140.82\|8.49\|127.08\|142.78\|126.50\|1106358;2026-06-05\|133.22\|-5.40\|137.10\|141.28\|131.81\|955056;2026-06-08\|137.00\|2.84\|125.00\|140.00\|125.00\|1159899;2026-06-09\|141.09\|2.99\|138.00\|142.30\|133.01\|1250056;2026-06-10\|130.60\|-7.43\|136.00\|136.99\|127.22\|1050923;2026-06-11\|126.91\|-2.83\|129.07\|130.82\|124.22\|778925;2026-06-12\|125.20\|-1.35\|131.66\|134.60\|125.00\|739443;2026-06-15\|133.76\|6.84\|128.50\|134.00\|122.22\|994190;2026-06-16\|140.64\|5.14\|134.20\|144.65\|134.04\|1101496;2026-06-17\|146.55\|4.20\|138.00\|149.90\|137.10\|991542;2026-06-18\|147.90\|0.92\|146.00\|149.36\|142.81\|836790;2026-06-22\|145.26\|-1.78\|149.79\|151.90\|141.45\|908645;2026-06-23\|138.50\|-4.65\|145.00\|146.50\|137.20\|826360;2026-06-24\|143.35\|3.50\|138.53\|144.98\|137.64\|705705;2026-06-25\|154.99\|8.12\|144.00\|156.33\|140.00\|1043882;2026-06-26\|147.28\|-4.97\|152.98\|155.25\|143.26\|821234;2026-06-29\|141.06\|-4.22\|147.28\|149.72\|135.63\|807492;2026-06-30\|152.80\|8.32\|141.10\|155.08\|141.10\|889851;2026-07-01\|145.01\|-5.10\|152.80\|158.20\|142.00\|824443;2026-07-02\|130.51\|-10.00\|138.15\|139.13\|130.51\|878486;2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734;2026-07-10\|129.44\|-5.72\|137.60\|141.89\|129.20\|758943
114574	全球最大PPE树脂产区停产，PCB材料持续涨价	AI算力+PCB+定增过会 1、据2026年5月21日公告，公司2025年度向特定对象发行A股股票申请获上海证券交易所审核通过，拟募资25.30亿元用于人工智能计算HDI生产基地建设项目等，聚焦AI服务器与数据中心领域。 2、据2026年4月24日年报，公司紧抓AI算力需求机遇，AI算力相关产品收入同比增长242%，推动2025年整体营收94.94亿元、归母净利润14.73亿元，分别同比增长102.57%和343.76%；据2026年一季报，公司一季度归母净利润4.45亿元，同比增长122.16%。 3、据2026年4月24日年报，公司主营印制电路板研发、生产与销售，产品定位于中高端市场，是中国领先的高品质多层印制电路板制造商，已成功跻身头部客户AI服务器等核心供应链。	国内印制电路板领先供应商；公司已掌握100G-400G高速光模块印制电路板制作技术，也具备800G光模块PCB的技术能力和实际供货经验	2026-03-03\|80.86\|-4.83\|85.88\|86.75\|80.85\|165213;2026-03-04\|80.34\|-0.64\|79.00\|82.27\|79.00\|100434;2026-03-05\|81.00\|0.82\|82.05\|83.50\|80.21\|105336;2026-03-06\|79.62\|-1.70\|80.30\|81.10\|78.69\|83624;2026-03-09\|77.19\|-3.05\|77.27\|77.69\|73.99\|122355;2026-03-10\|81.05\|5.00\|79.48\|81.38\|79.48\|111898;2026-03-11\|80.30\|-0.93\|81.01\|82.30\|79.88\|87507;2026-03-12\|78.84\|-1.82\|79.73\|81.98\|77.70\|98488;2026-03-13\|80.74\|2.41\|77.80\|82.88\|77.72\|142258;2026-03-16\|81.41\|0.83\|81.00\|81.75\|78.80\|106859;2026-03-17\|77.55\|-4.74\|82.33\|82.99\|77.55\|110193;2026-03-18\|79.93\|3.07\|78.56\|80.47\|77.60\|97435;2026-03-19\|80.99\|1.33\|78.10\|83.23\|77.94\|152174;2026-03-20\|82.60\|1.99\|81.50\|84.97\|81.41\|199730;2026-03-23\|81.10\|-1.82\|79.30\|83.95\|78.11\|161199;2026-03-24\|87.10\|7.40\|82.80\|87.87\|81.30\|254546;2026-03-25\|86.80\|-0.34\|86.00\|88.01\|85.00\|211142;2026-03-26\|82.56\|-4.88\|85.95\|85.95\|82.20\|152470;2026-03-27\|80.68\|-2.28\|80.00\|82.42\|79.21\|107280;2026-03-30\|84.61\|4.87\|79.42\|85.73\|79.20\|168218;2026-03-31\|83.66\|-1.12\|84.35\|87.80\|83.50\|126155;2026-04-01\|84.51\|1.02\|86.18\|87.11\|83.65\|125238;2026-04-02\|81.26\|-3.85\|83.65\|83.97\|80.73\|124825;2026-04-03\|82.59\|1.64\|82.37\|84.36\|81.31\|114106;2026-04-07\|80.94\|-2.00\|82.41\|83.50\|80.60\|104621;2026-04-08\|90.58\|11.91\|84.28\|91.00\|83.78\|301048;2026-04-09\|88.99\|-1.76\|89.00\|90.80\|88.56\|175317;2026-04-10\|95.30\|7.09\|92.99\|98.48\|92.99\|330154;2026-04-13\|106.03\|11.26\|93.99\|107.58\|93.99\|384880;2026-04-14\|110.15\|3.89\|106.66\|111.42\|102.31\|343518;2026-04-15\|104.44\|-5.18\|109.45\|109.95\|103.02\|249804;2026-04-16\|105.30\|0.82\|104.43\|107.76\|102.81\|189800;2026-04-17\|110.38\|4.82\|104.73\|111.97\|104.69\|233437;2026-04-20\|108.49\|-1.71\|110.38\|111.01\|106.80\|199524;2026-04-21\|112.95\|4.11\|107.19\|113.50\|106.56\|220543;2026-04-22\|116.20\|2.88\|113.00\|117.67\|111.92\|206636;2026-04-23\|113.60\|-2.24\|116.10\|117.98\|111.59\|175687;2026-04-24\|110.22\|-2.98\|113.45\|118.49\|108.58\|198360;2026-04-27\|120.70\|9.51\|112.50\|122.59\|112.50\|255954;2026-04-28\|115.90\|-3.98\|120.00\|120.10\|114.00\|165999;2026-04-29\|114.17\|-1.49\|115.90\|119.38\|113.52\|204653;2026-04-30\|109.60\|-4.00\|116.00\|116.00\|108.04\|258102;2026-05-06\|107.45\|-1.96\|111.98\|112.00\|106.49\|309799;2026-05-07\|107.96\|0.47\|107.77\|108.66\|104.96\|318272;2026-05-08\|106.85\|-1.03\|106.02\|110.58\|104.20\|271289;2026-05-11\|105.54\|-1.23\|109.96\|109.96\|102.45\|281522;2026-05-12\|102.60\|-2.79\|105.52\|106.74\|101.57\|267456;2026-05-13\|107.49\|4.77\|101.10\|108.50\|101.05\|386933;2026-05-14\|101.11\|-5.94\|108.99\|108.99\|101.11\|285962;2026-05-15\|97.61\|-3.46\|101.01\|102.90\|96.95\|231784;2026-05-18\|106.14\|8.74\|97.00\|107.80\|96.12\|393167;2026-05-19\|104.50\|-1.55\|105.88\|105.90\|99.68\|240627;2026-05-20\|104.14\|-0.34\|106.59\|106.95\|103.01\|169722;2026-05-21\|99.25\|-4.70\|106.00\|108.55\|99.00\|293651;2026-05-22\|108.49\|9.31\|101.99\|109.75\|101.55\|407726;2026-05-25\|110.08\|1.47\|111.20\|112.58\|104.38\|476791;2026-05-26\|132.10\|20.00\|114.90\|132.10\|114.90\|771251;2026-05-27\|133.30\|0.91\|131.80\|138.00\|127.00\|654853;2026-05-28\|139.19\|4.42\|127.06\|139.93\|125.28\|535260;2026-05-29\|138.05\|-0.82\|134.92\|144.88\|133.38\|498961;2026-06-01\|123.00\|-10.90\|140.00\|140.10\|122.77\|356560;2026-06-02\|131.55\|6.95\|122.83\|135.77\|117.50\|415484;2026-06-03\|128.39\|-2.40\|131.55\|134.49\|125.50\|345299;2026-06-04\|128.60\|0.16\|125.13\|132.00\|122.49\|250285;2026-06-05\|117.85\|-7.94\|124.38\|125.38\|116.45\|286471;2026-06-08\|112.11\|-4.87\|110.00\|116.52\|106.50\|253831;2026-06-09\|124.90\|11.41\|114.79\|126.95\|113.82\|294711;2026-06-10\|116.40\|-6.81\|121.13\|122.95\|115.03\|275093;2026-06-11\|116.16\|-0.21\|115.88\|119.09\|114.33\|210042;2026-06-12\|123.65\|6.45\|120.88\|131.50\|119.92\|472866;2026-06-15\|133.16\|7.69\|126.00\|133.68\|124.05\|403984;2026-06-16\|138.96\|4.36\|133.00\|144.28\|130.05\|425307;2026-06-17\|141.07\|1.52\|136.00\|153.94\|136.00\|457078;2026-06-18\|138.50\|-1.82\|139.63\|142.48\|135.80\|327345;2026-06-22\|134.40\|-2.96\|139.99\|141.00\|130.38\|341297;2026-06-23\|126.82\|-5.64\|132.80\|133.47\|125.20\|254830;2026-06-24\|136.61\|7.72\|126.82\|139.49\|126.08\|324980;2026-06-25\|138.20\|1.16\|139.00\|140.88\|133.00\|315641;2026-06-26\|131.90\|-4.56\|135.90\|136.58\|128.58\|220499;2026-06-29\|124.22\|-5.82\|131.50\|134.76\|121.38\|225984;2026-06-30\|132.40\|6.59\|125.00\|134.99\|125.00\|239240;2026-07-01\|123.97\|-6.37\|132.57\|133.99\|121.92\|242064;2026-07-02\|115.30\|-6.99\|118.51\|122.44\|114.80\|186934;2026-07-03\|122.89\|6.58\|115.00\|125.15\|113.00\|223507;2026-07-06\|120.68\|-1.80\|121.00\|122.06\|113.11\|189182;2026-07-07\|121.96\|1.06\|118.12\|124.98\|117.81\|142465;2026-07-08\|118.00\|-3.25\|122.00\|123.00\|115.50\|129026;2026-07-09\|126.20\|6.95\|121.00\|127.61\|118.89\|188635;2026-07-10\|123.00\|-2.54\|127.99\|131.33\|122.46\|19559290
114573	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：PPE树脂停产致PCB上游材料持续涨价，检测设备需求同步释放；涨停缘由：全球最大PPE树脂产区停产，覆铜板、半固化片等关键材料价格持续上涨，PCB厂商提价转嫁成本并加速良率管控；公司PCB检测业务2025年营收同比+50.03%，绑定鹏鼎控股、深南电路等头部客户，设备渗透率提升；资金逻辑：资金聚焦PCB产业链中游设备环节，正业科技获主力与游资共同推升，早盘快速封板，成交额达10.41亿元，量价配合良好；风险提示：检测设备订单周期较长，业绩兑现存在滞后性；PCB行业整体产能利用率尚未全面回升，设备采购或偏谨慎	公司主营工业检测智能装备，深耕锂电、PCB、平板显示三大行业，PCB检测自动化业务2025年营收同比增长50.03%，与鹏鼎控股、深南电路等头部客户长期合作	2026-03-03\|8.76\|-3.52\|9.10\|9.27\|8.71\|245169;2026-03-04\|8.65\|-1.26\|8.67\|8.87\|8.54\|145325;2026-03-05\|9.03\|4.39\|8.85\|9.16\|8.85\|217667;2026-03-06\|9.07\|0.44\|9.02\|9.09\|8.85\|128522;2026-03-09\|8.94\|-1.43\|8.90\|9.00\|8.64\|181673;2026-03-10\|9.22\|3.13\|9.05\|9.24\|9.04\|191480;2026-03-11\|9.18\|-0.43\|9.20\|9.34\|9.15\|154592;2026-03-12\|8.97\|-2.29\|9.22\|9.23\|8.87\|174940;2026-03-13\|9.00\|0.33\|8.94\|9.15\|8.88\|133839;2026-03-16\|9.21\|2.33\|8.95\|9.21\|8.90\|146064;2026-03-17\|8.84\|-4.02\|9.22\|9.28\|8.83\|144467;2026-03-18\|9.00\|1.81\|8.94\|9.02\|8.80\|123936;2026-03-19\|8.60\|-4.44\|8.91\|8.91\|8.55\|163885;2026-03-20\|8.34\|-3.02\|8.61\|8.74\|8.32\|143902;2026-03-23\|7.77\|-6.83\|8.20\|8.31\|7.65\|172019;2026-03-24\|8.07\|3.86\|7.93\|8.07\|7.66\|150522;2026-03-25\|8.16\|1.12\|8.10\|8.24\|8.07\|121326;2026-03-26\|8.06\|-1.23\|8.15\|8.29\|8.01\|123575;2026-03-27\|8.21\|1.86\|7.98\|8.29\|7.91\|94268;2026-03-30\|8.19\|-0.24\|8.10\|8.21\|7.99\|100847;2026-03-31\|7.93\|-3.17\|8.18\|8.27\|7.91\|101969;2026-04-01\|8.07\|1.77\|8.12\|8.16\|8.00\|77770;2026-04-02\|7.81\|-3.22\|8.04\|8.09\|7.75\|78844;2026-04-03\|7.61\|-2.56\|7.84\|7.90\|7.59\|82768;2026-04-07\|7.90\|3.81\|7.63\|7.97\|7.63\|120290;2026-04-08\|8.34\|5.57\|8.13\|8.36\|8.06\|113185;2026-04-09\|8.51\|2.04\|8.28\|8.78\|8.21\|211771;2026-04-10\|8.64\|1.53\|8.54\|8.84\|8.51\|188478;2026-04-13\|8.66\|0.23\|8.60\|8.79\|8.54\|140125;2026-04-14\|8.83\|1.96\|8.68\|8.84\|8.60\|138489;2026-04-15\|8.98\|1.70\|8.91\|9.15\|8.74\|258084;2026-04-16\|9.63\|7.24\|8.97\|9.82\|8.97\|612484;2026-04-17\|9.81\|1.87\|9.60\|10.35\|9.54\|605800;2026-04-20\|9.87\|0.61\|9.79\|10.02\|9.60\|404226;2026-04-21\|10.11\|2.43\|9.78\|10.15\|9.65\|396166;2026-04-22\|9.96\|-1.48\|9.97\|10.15\|9.90\|313313;2026-04-23\|9.57\|-3.92\|9.90\|9.97\|9.48\|341265;2026-04-24\|9.64\|0.73\|9.53\|9.70\|9.37\|192394;2026-04-27\|9.95\|3.22\|9.58\|9.98\|9.49\|216329;2026-04-28\|9.87\|-0.80\|9.86\|9.99\|9.79\|146805;2026-04-29\|10.01\|1.42\|9.80\|10.12\|9.55\|221000;2026-04-30\|9.92\|-0.90\|9.96\|10.06\|9.83\|157301;2026-05-06\|10.17\|2.52\|10.06\|10.33\|10.01\|214710;2026-05-07\|10.36\|1.87\|10.12\|10.46\|10.08\|222732;2026-05-08\|10.06\|-2.90\|10.26\|10.28\|10.00\|203187;2026-05-11\|10.21\|1.49\|10.06\|10.32\|10.01\|163706;2026-05-12\|10.19\|-0.20\|10.20\|10.22\|9.91\|154989;2026-05-13\|10.50\|3.04\|10.14\|10.52\|10.02\|238118;2026-05-14\|10.48\|-0.19\|10.53\|11.25\|10.46\|355454;2026-05-15\|10.13\|-3.34\|10.39\|10.52\|9.99\|271776;2026-05-18\|10.16\|0.30\|10.02\|10.33\|10.00\|167715;2026-05-19\|10.26\|0.98\|10.04\|10.28\|9.95\|162705;2026-05-20\|10.14\|-1.17\|10.22\|10.22\|9.95\|117377;2026-05-21\|9.69\|-4.44\|10.12\|10.50\|9.68\|218952;2026-05-22\|10.94\|12.90\|9.79\|11.37\|9.79\|619670;2026-05-25\|11.35\|3.75\|11.67\|12.29\|11.03\|807303;2026-05-26\|11.58\|2.03\|11.50\|12.00\|11.30\|764888;2026-05-27\|11.19\|-3.37\|11.82\|12.09\|11.06\|535462;2026-05-28\|12.32\|10.10\|10.91\|12.60\|10.87\|776350;2026-05-29\|12.03\|-2.35\|12.14\|12.39\|11.44\|775675;2026-06-01\|11.75\|-2.33\|11.60\|12.63\|11.60\|707273;2026-06-02\|12.80\|8.94\|11.42\|12.97\|11.10\|985930;2026-06-03\|12.13\|-5.23\|12.40\|12.72\|11.94\|737387;2026-06-04\|12.15\|0.16\|11.93\|12.80\|11.65\|657778;2026-06-05\|12.01\|-1.15\|11.80\|12.40\|11.27\|653091;2026-06-08\|11.33\|-5.66\|11.40\|12.00\|11.18\|465850;2026-06-09\|11.59\|2.29\|11.52\|12.11\|11.39\|542292;2026-06-10\|11.18\|-3.54\|11.41\|11.69\|11.00\|379983;2026-06-11\|10.84\|-3.04\|10.99\|11.24\|10.67\|354321;2026-06-12\|10.70\|-1.29\|11.06\|12.10\|10.62\|589158;2026-06-15\|11.80\|10.28\|10.89\|11.93\|10.86\|537461;2026-06-16\|12.99\|10.08\|12.15\|13.50\|11.65\|771052;2026-06-17\|13.26\|2.08\|12.82\|13.62\|12.72\|606356;2026-06-18\|12.89\|-2.79\|13.13\|13.18\|12.78\|470627;2026-06-22\|12.85\|-0.31\|13.00\|13.22\|12.52\|422975;2026-06-23\|12.40\|-3.50\|12.61\|12.68\|12.16\|303312;2026-06-24\|12.17\|-1.85\|12.31\|12.51\|11.87\|306574;2026-06-25\|11.85\|-2.63\|12.31\|12.35\|11.53\|344984;2026-06-26\|11.86\|0.08\|12.03\|12.48\|11.43\|522256;2026-06-29\|10.59\|-10.71\|11.88\|12.17\|10.25\|588687;2026-06-30\|11.07\|4.53\|10.62\|11.13\|10.52\|406922;2026-07-01\|10.64\|-3.88\|11.08\|11.10\|10.56\|336923;2026-07-02\|10.26\|-3.57\|10.48\|10.80\|10.16\|256200;2026-07-03\|9.79\|-4.58\|10.29\|10.35\|9.79\|255453;2026-07-06\|9.13\|-6.74\|9.81\|9.84\|8.99\|279838;2026-07-07\|8.86\|-2.96\|9.11\|9.43\|8.80\|234833;2026-07-08\|8.56\|-3.39\|8.88\|8.95\|8.34\|206386;2026-07-09\|8.65\|1.05\|8.59\|8.72\|8.13\|211276;2026-07-10\|8.47\|-2.08\|8.77\|9.01\|8.46\|270067
114572	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板材料+成核剂+国产替代+业绩高增 1、据2026年4月30日年报，公司PPO树脂、高频高速阻燃剂已批量供应头部覆铜板厂商，并正扩产以满足AI算力、5G通信等下游需求。 2、据2026年4月30日年报，公司成核剂、合成水滑石技术国际先进，国内市占率持续提升，为中国石化、中国石油、中海壳牌等全球石化巨头稳定供货，国产替代加速。 3、据2026年4月30日一季报，公司一季度营收2.49亿元、同比增长13.9%，归母净利润9019万元、同比增长26.2%，业绩延续高增。	公司PPO树脂、高频高速阻燃剂已批量供应头部覆铜板厂商，并正扩产以满足AI算力、5G通信等下游需求	2026-03-03\|68.94\|-7.21\|74.59\|75.66\|67.00\|47175;2026-03-04\|67.71\|-1.78\|68.26\|70.48\|66.61\|23569;2026-03-05\|67.11\|-0.89\|69.03\|69.88\|66.20\|20983;2026-03-06\|65.85\|-1.88\|67.65\|68.20\|65.55\|15593;2026-03-09\|61.08\|-7.24\|65.58\|65.58\|59.66\|44481;2026-03-10\|62.78\|2.78\|63.00\|64.39\|61.72\|29983;2026-03-11\|61.15\|-2.60\|62.97\|64.50\|60.70\|26029;2026-03-12\|60.60\|-0.90\|61.09\|61.69\|59.50\|17657;2026-03-13\|60.68\|0.13\|60.66\|61.74\|59.80\|16269;2026-03-16\|58.44\|-3.69\|60.82\|61.10\|57.35\|30684;2026-03-17\|58.93\|0.84\|60.00\|61.28\|58.28\|31297;2026-03-18\|62.00\|5.21\|59.20\|63.20\|58.52\|26113;2026-03-19\|58.56\|-5.55\|62.47\|62.87\|58.10\|24852;2026-03-20\|56.00\|-4.37\|58.99\|59.42\|55.51\|33765;2026-03-23\|51.23\|-8.52\|55.63\|55.63\|50.47\|32337;2026-03-24\|53.00\|3.46\|52.28\|53.00\|50.66\|27164;2026-03-25\|56.06\|5.77\|54.00\|56.15\|52.39\|38108;2026-03-26\|53.64\|-4.32\|56.20\|56.22\|53.01\|18632;2026-03-27\|55.50\|3.47\|52.90\|56.48\|52.56\|15912;2026-03-30\|54.71\|-1.42\|54.25\|55.48\|53.39\|15404;2026-03-31\|53.18\|-2.80\|54.50\|55.18\|52.70\|23032;2026-04-01\|54.50\|2.48\|55.50\|55.50\|53.22\|14941;2026-04-02\|52.58\|-3.52\|54.19\|54.19\|51.56\|14623;2026-04-03\|52.64\|0.11\|52.00\|53.50\|52.00\|16090;2026-04-07\|56.89\|8.07\|53.80\|57.84\|53.37\|42586;2026-04-08\|58.48\|2.79\|58.07\|59.00\|56.51\|46515;2026-04-09\|59.20\|1.23\|58.25\|60.64\|56.56\|50496;2026-04-10\|64.40\|8.78\|60.00\|65.48\|59.21\|62741;2026-04-13\|65.76\|2.11\|64.50\|68.09\|63.80\|42782;2026-04-14\|69.17\|5.19\|65.64\|70.88\|65.64\|61364;2026-04-15\|68.23\|-1.36\|69.54\|71.00\|66.00\|43391;2026-04-16\|71.54\|4.85\|70.66\|72.50\|67.10\|52583;2026-04-17\|70.27\|-1.78\|70.83\|71.40\|67.31\|39144;2026-04-20\|68.84\|-2.04\|70.14\|70.98\|68.40\|29495;2026-04-21\|69.30\|0.67\|68.78\|70.30\|68.01\|23840;2026-04-22\|71.70\|3.46\|68.05\|72.05\|68.05\|30922;2026-04-23\|70.80\|-1.26\|71.94\|72.79\|69.00\|27416;2026-04-24\|70.36\|-0.62\|70.51\|71.50\|69.35\|19592;2026-04-27\|70.86\|0.71\|71.54\|72.48\|69.30\|29370;2026-04-28\|70.88\|0.03\|71.89\|72.38\|69.00\|28327;2026-04-29\|72.20\|1.86\|70.80\|72.98\|69.17\|44634;2026-04-30\|73.00\|1.11\|71.39\|76.66\|71.01\|41318;2026-05-06\|78.00\|6.85\|75.00\|79.37\|72.25\|63459;2026-05-07\|84.16\|7.90\|78.00\|85.78\|76.49\|62193;2026-05-08\|82.54\|-1.92\|82.82\|85.32\|82.01\|33876;2026-05-11\|82.03\|-0.62\|82.82\|84.49\|80.20\|32904;2026-05-12\|80.21\|-2.22\|82.00\|82.00\|77.00\|56360;2026-05-13\|96.25\|20.00\|78.67\|96.25\|78.67\|102059;2026-05-14\|94.19\|-2.14\|96.20\|97.18\|86.58\|104544;2026-05-15\|90.20\|-4.24\|93.00\|95.09\|88.88\|53856;2026-05-18\|91.04\|0.93\|90.20\|95.90\|87.70\|42638;2026-05-19\|93.00\|2.15\|91.15\|93.00\|87.01\|37797;2026-05-20\|99.70\|7.20\|91.80\|99.86\|90.50\|67285;2026-05-21\|91.37\|-8.36\|99.29\|99.29\|90.05\|60789;2026-05-22\|100.48\|9.97\|91.37\|104.38\|91.37\|89153;2026-05-25\|101.55\|1.06\|101.65\|103.58\|96.17\|72209;2026-05-26\|114.22\|12.48\|99.83\|114.99\|95.92\|91331;2026-05-27\|108.05\|-5.40\|112.00\|114.00\|106.00\|45804;2026-05-28\|111.29\|3.00\|108.09\|115.58\|101.51\|55074;2026-05-29\|105.86\|-4.88\|110.07\|111.67\|103.79\|42127;2026-06-01\|98.00\|-7.42\|105.80\|105.80\|93.67\|58564;2026-06-02\|100.43\|2.48\|97.30\|102.55\|95.95\|38310;2026-06-03\|109.88\|9.41\|107.21\|109.98\|100.58\|56914;2026-06-04\|77.88\|-1.19\|76.00\|80.32\|75.02\|43432;2026-06-05\|75.10\|-3.57\|75.00\|77.00\|72.18\|53951;2026-06-08\|73.00\|-2.80\|72.66\|74.75\|71.12\|37629;2026-06-09\|82.82\|13.45\|79.58\|84.99\|75.00\|91015;2026-06-10\|82.85\|0.04\|81.96\|86.00\|79.07\|67110;2026-06-11\|80.40\|-2.96\|85.57\|86.00\|78.00\|68587;2026-06-12\|79.00\|-1.74\|83.00\|83.50\|75.86\|73615;2026-06-15\|87.13\|10.29\|80.00\|88.47\|79.00\|116492;2026-06-16\|91.78\|5.34\|87.00\|94.08\|85.90\|113726;2026-06-17\|93.65\|2.04\|91.54\|99.94\|91.10\|113162;2026-06-18\|94.50\|0.91\|92.11\|95.58\|90.20\|65642;2026-06-22\|95.30\|0.85\|92.99\|95.30\|89.00\|79309;2026-06-23\|90.67\|-4.86\|97.30\|99.79\|88.25\|101906;2026-06-24\|91.60\|1.03\|89.13\|92.00\|88.00\|64593;2026-06-25\|94.70\|3.38\|91.80\|95.88\|89.55\|78599;2026-06-26\|92.00\|-2.85\|92.80\|94.80\|89.02\|65156;2026-06-29\|81.70\|-11.20\|90.36\|91.68\|79.20\|79309;2026-06-30\|84.41\|3.32\|81.59\|85.58\|80.05\|59360;2026-07-01\|82.00\|-2.86\|85.40\|86.81\|80.50\|46639;2026-07-02\|77.61\|-5.35\|80.05\|82.96\|76.05\|55645;2026-07-03\|76.25\|-1.75\|77.17\|78.60\|75.67\|44164;2026-07-06\|75.44\|-1.06\|76.70\|78.88\|71.52\|61921;2026-07-07\|75.28\|-0.21\|75.22\|76.40\|73.50\|46668;2026-07-08\|72.90\|-3.16\|75.75\|76.45\|71.50\|50374;2026-07-09\|73.50\|0.82\|73.08\|73.90\|69.10\|58696;2026-07-10\|70.50\|-4.08\|74.97\|75.75\|70.10\|4531901
114571	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：PCB材料涨价带动设备投资回暖，公司为PCB产线提供关键标准件，受益于定制化设备放量；涨停缘由：PPE树脂停产致PCB上游成本上升，厂商加速设备更新以提升良率与效率；公司铝型材、同步轮、轴承等标准件广泛应用于PCB定制化设备及产线，客户覆盖主流设备商，自动化渗透率提升驱动需求增长；资金逻辑：资金沿PCB涨价—设备投资—零部件链条传导，怡合达获中小单持续买入，成交额环比增长超50%，量价配合积极；风险提示：零部件业务毛利率偏低，价格竞争激烈；设备厂商资本开支受终端需求影响存在滞后性	公司向PCB领域厂商提供铝型材、同步轮、标准型轴承等零部件，应用于定制化设备和产线	2026-03-03\|27.40\|-5.29\|28.92\|29.10\|27.27\|156564;2026-03-04\|27.12\|-1.02\|27.04\|27.79\|26.99\|96822;2026-03-05\|27.98\|3.17\|27.70\|28.78\|27.50\|133874;2026-03-06\|28.18\|0.71\|27.85\|28.52\|27.75\|77855;2026-03-09\|27.37\|-2.87\|27.61\|27.67\|26.55\|131752;2026-03-10\|28.45\|3.95\|27.90\|28.54\|27.80\|103802;2026-03-11\|28.79\|1.20\|28.57\|29.45\|28.57\|154747;2026-03-12\|28.49\|-1.04\|28.66\|28.75\|28.10\|85453;2026-03-13\|28.07\|-1.47\|28.28\|28.77\|27.86\|75892;2026-03-16\|28.12\|0.18\|28.02\|28.15\|27.32\|79290;2026-03-17\|26.18\|-6.90\|26.90\|27.50\|26.18\|225626;2026-03-18\|25.97\|-0.80\|26.41\|26.50\|25.65\|92038;2026-03-19\|25.17\|-3.08\|25.65\|25.90\|25.07\|86624;2026-03-20\|24.49\|-2.70\|25.40\|25.53\|24.49\|80482;2026-03-23\|23.12\|-5.59\|24.05\|24.20\|22.85\|117658;2026-03-24\|23.48\|1.56\|23.74\|23.82\|22.52\|111353;2026-03-25\|23.66\|0.77\|23.70\|24.02\|23.49\|81218;2026-03-26\|22.98\|-2.87\|23.59\|23.72\|22.87\|78016;2026-03-27\|23.07\|0.39\|22.71\|23.22\|22.62\|78799;2026-03-30\|22.82\|-1.08\|22.71\|22.88\|22.35\|59587;2026-03-31\|22.83\|0.04\|22.88\|23.32\|22.70\|66132;2026-04-01\|23.37\|2.37\|23.40\|23.50\|23.00\|71420;2026-04-02\|23.61\|1.03\|23.29\|23.84\|23.08\|96654;2026-04-03\|23.63\|0.08\|23.60\|24.23\|23.56\|84334;2026-04-07\|23.98\|1.48\|23.63\|24.04\|23.48\|69240;2026-04-08\|24.93\|3.96\|24.48\|24.99\|24.34\|100705;2026-04-09\|24.63\|-1.20\|24.68\|24.85\|24.39\|69800;2026-04-10\|25.46\|3.37\|24.94\|26.03\|24.91\|114276;2026-04-13\|26.12\|2.59\|25.28\|26.50\|25.28\|106331;2026-04-14\|26.32\|0.77\|26.26\|26.68\|26.00\|80751;2026-04-15\|26.59\|1.03\|26.43\|27.10\|26.16\|93035;2026-04-16\|27.27\|2.56\|26.66\|27.55\|26.58\|110741;2026-04-17\|27.85\|2.13\|27.25\|28.06\|27.03\|100479;2026-04-20\|28.36\|1.83\|27.85\|28.98\|27.66\|120608;2026-04-21\|28.09\|-0.95\|28.25\|28.45\|27.89\|85965;2026-04-22\|28.07\|-0.07\|27.96\|28.25\|27.77\|73566;2026-04-23\|27.46\|-2.17\|28.07\|28.16\|27.36\|95305;2026-04-24\|26.52\|-3.42\|27.38\|27.45\|26.31\|183298;2026-04-27\|27.90\|5.20\|26.79\|28.22\|26.62\|146987;2026-04-28\|26.91\|-3.55\|27.56\|27.97\|26.71\|117744;2026-04-29\|28.58\|6.21\|26.97\|28.87\|26.75\|163588;2026-04-30\|28.34\|-0.84\|28.30\|28.59\|28.10\|108687;2026-05-06\|28.22\|-0.42\|28.50\|28.97\|28.02\|138367;2026-05-07\|29.85\|5.78\|28.21\|30.65\|28.04\|243866;2026-05-08\|29.83\|-0.07\|29.87\|30.40\|29.64\|149101;2026-05-11\|30.00\|0.57\|29.83\|30.40\|29.40\|133066;2026-05-12\|29.29\|-2.37\|30.16\|30.20\|29.15\|106761;2026-05-13\|29.26\|-0.10\|29.24\|29.38\|28.85\|88023;2026-05-14\|28.49\|-2.63\|29.50\|29.57\|28.43\|108789;2026-05-15\|30.47\|6.95\|28.65\|31.46\|28.55\|286700;2026-05-18\|30.71\|0.79\|30.59\|31.26\|30.27\|201257;2026-05-19\|30.70\|-0.03\|30.58\|30.89\|29.86\|165647;2026-05-20\|30.18\|-1.69\|30.55\|30.63\|29.62\|124691;2026-05-21\|29.86\|-1.06\|30.43\|31.41\|29.80\|207938;2026-05-22\|31.18\|4.42\|30.06\|31.57\|29.55\|236634;2026-05-25\|30.83\|-1.12\|31.33\|31.35\|30.40\|177591;2026-05-26\|30.07\|-2.47\|30.76\|30.93\|29.44\|170592;2026-05-27\|29.21\|-2.86\|30.07\|30.42\|29.03\|143186;2026-05-28\|29.60\|1.34\|29.20\|29.82\|28.66\|127394;2026-05-29\|28.57\|-1.82\|29.56\|30.60\|28.12\|190194;2026-06-01\|27.42\|-4.03\|28.22\|28.50\|27.35\|158588;2026-06-02\|28.06\|2.33\|27.68\|28.48\|27.49\|151562;2026-06-03\|29.00\|3.35\|28.15\|30.49\|27.91\|259866;2026-06-04\|28.62\|-1.31\|28.70\|29.68\|28.28\|150430;2026-06-05\|29.00\|1.33\|28.55\|29.71\|26.40\|277332;2026-06-08\|29.39\|1.34\|28.15\|30.45\|28.05\|304271;2026-06-09\|30.03\|2.18\|29.60\|30.12\|29.10\|239802;2026-06-10\|30.21\|0.60\|29.71\|31.47\|29.59\|278874;2026-06-11\|29.85\|-1.19\|30.05\|30.43\|29.05\|199788;2026-06-12\|28.90\|-3.18\|30.21\|31.29\|28.90\|289491;2026-06-15\|32.19\|11.38\|29.17\|32.54\|29.07\|454438;2026-06-16\|32.09\|-0.31\|32.40\|32.50\|31.71\|274597;2026-06-17\|32.43\|1.06\|32.27\|33.06\|31.80\|268477;2026-06-18\|32.81\|1.17\|32.47\|33.18\|31.75\|263269;2026-06-22\|30.73\|-6.34\|33.25\|33.99\|29.72\|436278;2026-06-23\|29.94\|-2.57\|30.60\|30.68\|28.50\|268100;2026-06-24\|29.25\|-2.30\|29.66\|29.90\|28.69\|184229;2026-06-25\|28.07\|-4.03\|29.18\|29.30\|27.11\|304328;2026-06-26\|26.33\|-6.20\|27.77\|28.09\|26.30\|172291;2026-06-29\|26.34\|0.04\|26.50\|26.67\|25.13\|201552;2026-06-30\|27.01\|2.54\|26.21\|27.20\|25.93\|174884;2026-07-01\|30.58\|13.22\|27.09\|31.50\|27.01\|444596;2026-07-02\|30.44\|-0.46\|30.48\|31.50\|29.89\|255084;2026-07-03\|31.53\|3.58\|30.60\|32.09\|30.26\|277314;2026-07-06\|30.70\|-2.63\|31.77\|31.78\|30.01\|240060;2026-07-07\|31.17\|1.53\|30.63\|31.49\|29.80\|312270;2026-07-08\|29.12\|-6.58\|30.70\|30.85\|28.60\|255526;2026-07-09\|29.90\|2.68\|29.15\|30.12\|27.98\|198177;2026-07-10\|28.98\|-3.08\|29.90\|31.25\|28.98\|176707
114570	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：英伟达GTC大会将于2026年3月16日召开，公司PCB产品应用于服务器电源、光模块及AI交换机，受益于AI算力基建加速带来的高频高速PCB增量需求；涨停缘由：AI服务器渗透率快速提升；高频高速PCB技术门槛高；公司已通过多家头部服务器厂商认证；800G光模块PCB订单持续放量；资金逻辑：PCB板块资金向AI硬件链集中；公司2025年通讯类PCB营收同比增长超50%；融资余额连续三周上升，游资与机构共同参与；风险提示：GTC大会成果存在预期差风险，服务器厂商库存去化进度影响订单节奏，铜箔等原材料价格波动剧烈，行业扩产加剧价格竞争	公司主营印制电路板，通讯设备产品主要应用于路由器、交换机、通信电源、服务器电源、数据中心光模块等	2026-03-03\|64.70\|-7.57\|70.01\|70.66\|64.47\|86279;2026-03-04\|64.61\|-0.14\|64.50\|66.90\|63.01\|66441;2026-03-05\|64.69\|0.12\|66.42\|67.00\|63.60\|56269;2026-03-06\|65.36\|1.04\|64.56\|67.80\|62.25\|66135;2026-03-09\|62.02\|-5.11\|63.01\|63.51\|58.29\|72150;2026-03-10\|67.05\|8.11\|63.54\|67.73\|63.07\|86616;2026-03-11\|75.00\|11.86\|66.87\|75.76\|66.18\|151856;2026-03-12\|72.13\|-3.83\|74.09\|76.18\|70.88\|98429;2026-03-13\|69.60\|-3.51\|71.00\|72.42\|69.00\|70440;2026-03-16\|68.88\|-1.03\|69.02\|69.56\|66.61\|65314;2026-03-17\|63.29\|-8.12\|68.53\|69.48\|63.10\|84732;2026-03-18\|65.57\|3.60\|64.01\|65.88\|62.80\|58651;2026-03-19\|62.00\|-5.44\|63.80\|64.75\|61.52\|54550;2026-03-20\|59.45\|-4.11\|63.00\|63.84\|59.32\|53691;2026-03-23\|55.25\|-7.06\|57.59\|58.69\|54.66\|63413;2026-03-24\|57.20\|3.53\|56.68\|57.27\|54.52\|43982;2026-03-25\|57.72\|0.91\|58.18\|59.06\|57.00\|39576;2026-03-26\|56.50\|-2.11\|57.43\|58.35\|56.02\|36340;2026-03-27\|56.39\|-0.19\|55.46\|57.80\|54.88\|29436;2026-03-30\|56.49\|0.18\|55.29\|57.13\|54.84\|31908;2026-03-31\|55.32\|-2.07\|56.31\|57.75\|54.75\|35102;2026-04-01\|57.17\|3.34\|57.51\|57.97\|56.28\|37401;2026-04-02\|54.88\|-4.01\|56.98\|57.00\|54.30\|30129;2026-04-03\|57.66\|5.07\|55.14\|58.98\|54.71\|55692;2026-04-07\|60.22\|4.44\|63.56\|64.80\|59.95\|93819;2026-04-08\|63.08\|4.75\|62.00\|63.16\|60.49\|68527;2026-04-09\|64.79\|2.71\|61.97\|64.92\|61.81\|68990;2026-04-10\|66.21\|2.19\|64.38\|68.05\|64.00\|78996;2026-04-13\|67.62\|2.13\|65.61\|68.00\|65.61\|60357;2026-04-14\|68.20\|0.86\|70.07\|72.06\|67.63\|66354;2026-04-15\|67.53\|-0.98\|68.20\|69.69\|67.47\|57660;2026-04-16\|68.46\|1.38\|67.53\|71.50\|67.53\|65324;2026-04-17\|68.41\|-0.07\|68.51\|69.25\|67.50\|42702;2026-04-20\|67.28\|-1.65\|68.26\|68.80\|67.01\|39377;2026-04-21\|67.26\|-0.03\|67.10\|67.88\|66.15\|33043;2026-04-22\|67.99\|1.09\|66.78\|68.97\|66.50\|38764;2026-04-23\|64.30\|-5.43\|67.99\|68.17\|63.11\|53008;2026-04-24\|63.95\|-0.54\|64.50\|65.29\|61.65\|49344;2026-04-27\|64.57\|0.97\|63.99\|65.77\|63.90\|41341;2026-04-28\|62.84\|-2.68\|60.00\|68.88\|59.51\|98393;2026-04-29\|63.56\|1.15\|62.50\|64.49\|61.50\|53963;2026-04-30\|62.93\|-0.99\|64.58\|66.63\|62.44\|36545;2026-05-06\|64.57\|2.61\|64.07\|66.26\|63.20\|60555;2026-05-07\|66.79\|3.44\|65.21\|67.76\|65.01\|52817;2026-05-08\|67.95\|1.74\|66.00\|68.50\|64.80\|52077;2026-05-11\|67.51\|-0.65\|69.00\|69.50\|67.20\|51298;2026-05-12\|68.37\|1.27\|67.55\|69.80\|67.20\|55964;2026-05-13\|70.95\|3.77\|67.38\|72.18\|67.02\|75521;2026-05-14\|68.37\|-3.64\|71.30\|71.51\|67.69\|55605;2026-05-15\|67.96\|-0.60\|68.81\|69.97\|67.05\|40751;2026-05-18\|68.40\|0.65\|68.30\|69.69\|66.18\|36179;2026-05-19\|71.05\|3.87\|68.10\|71.31\|67.10\|53244;2026-05-20\|70.69\|-0.51\|71.00\|72.49\|69.50\|40320;2026-05-21\|68.15\|-3.59\|71.50\|73.96\|67.81\|62761;2026-05-22\|72.80\|6.82\|69.05\|74.34\|68.63\|75754;2026-05-25\|75.50\|3.71\|74.13\|75.84\|72.13\|84185;2026-05-26\|73.84\|-2.20\|74.44\|77.77\|72.32\|85379;2026-05-27\|72.45\|-1.88\|73.21\|75.35\|71.21\|67858;2026-05-28\|73.81\|1.88\|71.54\|74.47\|71.17\|53439;2026-05-29\|52.00\|-1.31\|52.88\|55.88\|51.35\|111389;2026-06-01\|50.16\|-3.54\|52.00\|52.90\|49.55\|81476;2026-06-02\|52.72\|5.10\|50.50\|53.94\|49.70\|88754;2026-06-03\|49.37\|-6.35\|52.67\|53.20\|48.53\|108353;2026-06-04\|48.10\|-2.57\|48.59\|49.50\|47.56\|80296;2026-06-05\|47.64\|-0.96\|47.50\|49.76\|45.91\|73372;2026-06-08\|45.37\|-4.76\|46.69\|46.86\|44.40\|74810;2026-06-09\|48.50\|6.90\|46.31\|49.40\|45.67\|74934;2026-06-10\|45.83\|-5.51\|47.80\|48.50\|45.28\|54669;2026-06-11\|47.42\|3.47\|45.01\|48.39\|44.50\|54813;2026-06-12\|46.30\|-2.36\|47.93\|49.33\|46.30\|54797;2026-06-15\|51.61\|11.47\|47.00\|52.20\|46.94\|79397;2026-06-16\|52.64\|2.00\|51.99\|52.88\|50.60\|67798;2026-06-17\|54.36\|3.27\|52.12\|54.98\|52.12\|67741;2026-06-18\|54.26\|-0.18\|53.97\|54.87\|53.21\|53853;2026-06-22\|53.17\|-2.01\|54.45\|54.50\|51.19\|64172;2026-06-23\|51.08\|-3.93\|52.49\|53.18\|50.58\|48684;2026-06-24\|55.90\|9.44\|50.81\|57.57\|50.81\|128059;2026-06-25\|55.26\|-1.14\|55.90\|57.07\|54.06\|93765;2026-06-26\|52.90\|-4.27\|54.49\|55.10\|51.38\|69451;2026-06-29\|50.68\|-4.20\|52.89\|55.15\|48.98\|83435;2026-06-30\|53.28\|5.13\|51.08\|53.41\|50.00\|60467;2026-07-01\|51.75\|-2.87\|53.29\|54.95\|51.03\|60456;2026-07-02\|47.79\|-7.65\|50.59\|51.78\|47.41\|69123;2026-07-03\|46.15\|-3.43\|47.65\|48.46\|46.11\|48242;2026-07-06\|42.31\|-8.32\|46.16\|46.39\|41.87\|67834;2026-07-07\|50.77\|20.00\|50.77\|50.77\|50.77\|42328;2026-07-08\|60.92\|19.99\|59.23\|60.92\|58.83\|223803;2026-07-09\|58.01\|-4.78\|57.00\|60.92\|54.51\|262858;2026-07-10\|51.95\|-10.45\|57.79\|57.79\|51.95\|176320
114569	全球最大PPE树脂产区停产，PCB材料持续涨价	AI算力PCB+券商首次覆盖买入行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月16日中邮证券研报，首予科翔股份“买入”评级，指出公司向高端PCB、高阶HDI及AI服务器、光模块等领域加速转型，预计2026/2027/2028年收入45/54/64亿元。 2、据据2026年4月25日年报，公司正全面向AI算力方向转型，已突破224G+ AI服务器PCB核心技术，并规划mSAP工艺产能为1.6T、3.2T光模块做准备。 3、据2026年4月25日年报，公司位列2024年度全球PCB百强第50位、内资PCB百强第15位，产品覆盖高多层板、HDI板及IC载板，应用于服务器和光模块领域。	1、公司提供多种类型的PCB产品，包括双层板、多层板、高密度互连（HDI）板、厚铜板、高频/高速板、金属基板、陶瓷基板、IC载板及柔性线路板等； 2、公司完成200G/400G光模块产品的研发试产，且已逐步与国内外多家互联网厂商和通信设备商建立了良好的合作关系，公司在800G光模块领域等新产品的研发工作也在有序推进	2026-03-03\|29.82\|-4.97\|31.32\|32.98\|29.79\|353600;2026-03-04\|29.36\|-1.54\|29.35\|30.40\|28.98\|199489;2026-03-05\|31.80\|8.31\|30.00\|33.56\|29.62\|437463;2026-03-06\|37.52\|17.99\|31.68\|38.16\|30.91\|766358;2026-03-09\|36.20\|-3.52\|36.47\|36.62\|34.26\|492352;2026-03-10\|40.97\|13.18\|36.90\|41.27\|35.70\|573471;2026-03-11\|41.59\|1.51\|41.00\|41.99\|39.81\|436478;2026-03-12\|41.51\|-0.19\|42.19\|45.00\|41.21\|523270;2026-03-13\|40.32\|-2.87\|41.01\|42.49\|40.00\|430387;2026-03-16\|39.76\|-1.39\|39.70\|40.30\|38.50\|283746;2026-03-17\|36.81\|-7.42\|40.25\|40.55\|36.76\|399146;2026-03-18\|37.55\|2.01\|37.55\|37.96\|36.28\|249963;2026-03-19\|36.32\|-3.28\|36.92\|37.38\|35.90\|204503;2026-03-20\|36.34\|0.06\|37.02\|38.78\|36.00\|311573;2026-03-23\|35.07\|-3.49\|36.36\|37.28\|34.80\|296263;2026-03-24\|35.70\|1.80\|35.80\|36.05\|33.62\|272958;2026-03-25\|36.18\|1.34\|36.37\|37.22\|35.53\|290897;2026-03-26\|34.06\|-5.86\|35.53\|36.08\|33.56\|257547;2026-03-27\|33.41\|-1.91\|33.55\|34.13\|32.45\|229136;2026-03-30\|32.76\|-1.95\|32.81\|32.97\|31.98\|192828;2026-03-31\|31.97\|-2.41\|32.90\|33.77\|31.88\|167555;2026-04-01\|33.13\|3.63\|32.70\|33.40\|32.13\|225435;2026-04-02\|32.31\|-2.48\|33.00\|33.71\|32.04\|200831;2026-04-03\|31.11\|-3.71\|32.74\|32.88\|31.00\|151136;2026-04-07\|31.37\|0.84\|31.43\|32.10\|30.95\|136470;2026-04-08\|33.14\|5.64\|33.00\|33.48\|31.38\|210144;2026-04-09\|34.32\|3.56\|32.50\|35.32\|32.50\|322905;2026-04-10\|34.03\|-0.84\|34.70\|35.48\|33.90\|260817;2026-04-13\|33.25\|-2.29\|33.53\|34.06\|32.86\|177579;2026-04-14\|37.80\|13.68\|33.30\|37.87\|33.00\|520566;2026-04-15\|39.76\|5.19\|38.01\|41.49\|38.01\|524011;2026-04-16\|39.11\|-1.63\|39.21\|40.49\|38.81\|323744;2026-04-17\|39.30\|0.49\|39.24\|39.75\|38.00\|260226;2026-04-20\|37.57\|-4.40\|39.30\|39.32\|37.41\|264078;2026-04-21\|38.38\|2.16\|37.07\|39.11\|36.65\|229256;2026-04-22\|43.92\|14.43\|38.20\|44.33\|37.50\|546923;2026-04-23\|42.64\|-2.91\|43.63\|45.60\|42.10\|464983;2026-04-24\|40.29\|-5.51\|42.40\|43.00\|39.30\|325146;2026-04-27\|42.86\|6.38\|39.91\|44.28\|39.34\|423022;2026-04-28\|45.56\|6.30\|43.03\|46.00\|42.55\|369393;2026-04-29\|50.25\|10.29\|45.70\|51.81\|43.95\|417186;2026-04-30\|49.67\|-1.15\|49.54\|50.83\|48.44\|295773;2026-05-06\|52.00\|4.69\|50.00\|52.79\|48.60\|328160;2026-05-07\|58.74\|12.96\|52.00\|59.16\|50.70\|399609;2026-05-08\|58.06\|-1.16\|58.77\|61.66\|56.58\|461446;2026-05-11\|60.70\|4.55\|58.42\|62.79\|58.42\|375736;2026-05-12\|69.22\|14.04\|61.43\|72.84\|59.03\|621149;2026-05-13\|72.00\|4.02\|71.69\|74.00\|70.00\|424811;2026-05-14\|79.24\|10.06\|73.06\|82.88\|73.00\|435357;2026-05-15\|75.05\|-5.29\|80.00\|81.00\|73.87\|416510;2026-05-18\|75.25\|0.27\|74.98\|79.00\|74.30\|335976;2026-05-19\|72.10\|-4.19\|74.43\|75.18\|68.98\|407311;2026-05-20\|75.06\|4.11\|72.00\|76.89\|70.38\|323293;2026-05-21\|71.20\|-5.14\|75.95\|76.75\|70.80\|336652;2026-05-22\|79.39\|11.50\|73.51\|80.75\|73.00\|383785;2026-05-25\|82.86\|4.37\|79.30\|83.88\|77.80\|391309;2026-05-26\|79.97\|-3.49\|82.06\|84.89\|79.19\|266477;2026-05-27\|74.32\|-7.07\|79.97\|80.50\|72.72\|315578;2026-05-28\|76.22\|2.56\|75.79\|77.03\|72.50\|234921;2026-05-29\|70.49\|-7.52\|75.00\|75.45\|69.51\|271592;2026-06-01\|66.56\|-5.58\|72.15\|72.80\|66.09\|269651;2026-06-02\|66.36\|-0.30\|67.85\|68.65\|62.00\|242655;2026-06-03\|69.97\|5.44\|66.00\|71.22\|64.88\|277099;2026-06-04\|73.75\|5.40\|68.71\|75.86\|68.71\|298111;2026-06-05\|72.10\|-2.24\|73.00\|78.97\|71.44\|281715;2026-06-08\|66.60\|-7.63\|68.30\|69.60\|65.50\|242626;2026-06-09\|70.15\|5.33\|68.30\|70.76\|66.96\|204761;2026-06-10\|66.00\|-5.92\|70.14\|70.20\|65.50\|159274;2026-06-11\|74.41\|12.74\|65.50\|75.50\|64.38\|232915;2026-06-12\|70.03\|-5.89\|75.60\|76.65\|69.69\|286506;2026-06-15\|78.22\|11.70\|70.09\|78.91\|68.81\|304078;2026-06-16\|81.80\|4.58\|76.50\|82.85\|76.50\|283809;2026-06-17\|98.16\|20.00\|81.50\|98.16\|81.21\|327650;2026-06-18\|101.58\|3.48\|99.92\|105.00\|97.49\|365267;2026-06-22\|110.00\|8.29\|106.31\|114.80\|106.10\|307906;2026-06-23\|110.13\|0.12\|109.20\|116.88\|107.15\|302806;2026-06-24\|110.65\|0.47\|108.83\|112.22\|104.80\|245681;2026-06-25\|112.71\|1.86\|112.60\|116.50\|108.01\|213324;2026-06-26\|105.26\|-6.61\|113.00\|113.79\|104.50\|219648;2026-06-29\|101.68\|-3.40\|105.65\|106.53\|93.70\|280419;2026-06-30\|101.31\|-0.36\|100.99\|104.32\|97.26\|192185;2026-07-01\|97.20\|-4.06\|101.36\|102.35\|96.70\|162164;2026-07-02\|91.20\|-6.17\|96.00\|100.98\|90.75\|198614;2026-07-03\|95.90\|5.15\|92.19\|102.50\|91.48\|229676;2026-07-06\|93.65\|-2.35\|97.17\|99.98\|92.00\|202546;2026-07-07\|89.11\|-4.85\|92.04\|96.40\|87.00\|184674;2026-07-08\|84.43\|-5.25\|89.99\|90.89\|82.68\|164746;2026-07-09\|86.40\|2.33\|86.86\|88.20\|82.50\|159163;2026-07-10\|84.51\|-2.19\|86.97\|92.80\|84.34\|206878
114568	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：建滔集团发布覆铜板涨价通知，带动上游材料情绪；公司一步式全湿法复合铜箔电镀设备已量产销售，切入宁德时代供应链；涨停缘由：复合铜箔作为4680电池关键材料，2026年装车渗透率有望突破15%；公司设备已获头部电池厂验证，单台年产能达150万平方米，技术壁垒高且先发优势明显；资金逻辑：3月16日涨停当日主力资金净流入占比达12.3%，融资余额单周增长超40%，显示资金抢筹锂电新材料设备稀缺标的；风险提示：复合铜箔量产进度不及预期，设备订单执行周期长，2025年营收仍以传统PCB化学品为主，新业务贡献尚小	1、表面工程专用化学品提供商；公司自研的一步式全湿法复合铜箔电镀设备已经具备了产业化条件并实现销售； 2、公司的PCB水平沉铜专用化学品和PCB化学镍金专用化学品与国外先进水平相当，已经在胜宏科技、健鼎科技、东山精密、建滔集团、中京电子、奥士康和依利安达等公司中实现了量产应用	2026-03-03\|82.80\|-7.86\|88.98\|90.99\|82.18\|40011;2026-03-04\|86.92\|4.98\|82.80\|87.99\|81.90\|35933;2026-03-05\|91.65\|5.44\|88.50\|93.25\|87.00\|49214;2026-03-06\|88.54\|-3.39\|90.91\|91.63\|87.98\|27336;2026-03-09\|85.43\|-3.51\|86.85\|87.05\|82.66\|31389;2026-03-10\|88.88\|4.04\|87.14\|89.88\|86.27\|28825;2026-03-11\|86.03\|-3.21\|88.88\|89.00\|85.20\|25595;2026-03-12\|88.61\|3.00\|86.49\|88.85\|84.79\|35110;2026-03-13\|85.01\|-4.06\|89.00\|89.00\|84.99\|23745;2026-03-16\|93.50\|9.99\|83.21\|94.88\|83.21\|79443;2026-03-17\|87.40\|-6.52\|93.00\|93.00\|87.19\|47436;2026-03-18\|89.17\|2.03\|87.40\|89.19\|84.60\|36011;2026-03-19\|78.50\|-11.97\|87.35\|87.63\|78.01\|56987;2026-03-20\|79.00\|0.64\|78.30\|83.00\|77.20\|41518;2026-03-23\|72.71\|-7.96\|76.62\|79.14\|72.00\|36526;2026-03-24\|76.99\|5.89\|74.29\|77.50\|72.50\|28891;2026-03-25\|78.73\|2.26\|78.52\|79.80\|77.69\|21001;2026-03-26\|76.28\|-3.11\|78.80\|79.20\|75.82\|13270;2026-03-27\|78.20\|2.52\|74.18\|79.87\|74.18\|24118;2026-03-30\|78.72\|0.67\|76.90\|79.03\|76.02\|18963;2026-03-31\|76.77\|-2.48\|78.00\|79.50\|76.60\|11569;2026-04-01\|77.23\|0.60\|78.47\|79.30\|76.00\|20751;2026-04-02\|74.80\|-3.15\|77.24\|79.00\|73.86\|21843;2026-04-03\|74.50\|-0.40\|74.80\|76.89\|74.00\|13129;2026-04-07\|76.65\|2.89\|75.50\|78.71\|74.83\|21871;2026-04-08\|79.13\|3.24\|79.00\|79.60\|78.08\|24877;2026-04-09\|80.37\|1.57\|79.00\|81.08\|77.80\|24775;2026-04-10\|83.50\|3.89\|80.25\|85.49\|80.25\|36104;2026-04-13\|88.95\|6.53\|82.58\|90.50\|82.58\|55406;2026-04-14\|90.33\|1.55\|91.00\|91.14\|88.00\|42549;2026-04-15\|91.80\|1.63\|90.36\|93.52\|90.28\|44170;2026-04-16\|96.49\|5.11\|92.97\|97.50\|90.30\|55711;2026-04-17\|100.50\|4.16\|96.50\|103.79\|93.60\|82782;2026-04-20\|96.84\|-3.64\|100.00\|100.46\|89.61\|76437;2026-04-21\|95.61\|-1.27\|97.99\|98.19\|94.60\|47216;2026-04-22\|97.60\|2.08\|95.90\|100.77\|94.61\|54269;2026-04-23\|95.19\|-2.47\|97.50\|97.50\|91.80\|42099;2026-04-24\|94.17\|-1.07\|94.25\|95.88\|90.40\|39892;2026-04-27\|96.60\|2.58\|94.64\|98.93\|93.62\|41768;2026-04-28\|95.53\|-1.11\|97.10\|99.49\|93.71\|37585;2026-04-29\|97.08\|1.62\|94.58\|98.48\|94.00\|32816;2026-04-30\|99.49\|2.48\|97.85\|99.88\|95.13\|38856;2026-05-06\|103.60\|4.13\|100.60\|104.48\|99.05\|51324;2026-05-07\|107.58\|3.84\|103.99\|109.00\|103.00\|44516;2026-05-08\|110.12\|2.36\|107.61\|112.29\|107.61\|36281;2026-05-11\|114.70\|4.16\|112.00\|118.46\|110.12\|55213;2026-05-12\|115.54\|0.73\|114.00\|117.00\|112.80\|35865;2026-05-13\|118.29\|2.38\|113.80\|119.80\|113.80\|49340;2026-05-14\|124.30\|5.08\|117.16\|129.53\|117.16\|72369;2026-05-15\|122.36\|-1.56\|123.45\|128.00\|120.08\|43670;2026-05-18\|131.87\|7.77\|122.53\|132.00\|120.53\|46227;2026-05-19\|136.00\|3.13\|132.52\|138.93\|131.20\|69294;2026-05-20\|134.69\|-0.96\|137.80\|137.82\|129.50\|46689;2026-05-21\|123.48\|-8.32\|140.00\|143.00\|122.90\|62758;2026-05-22\|136.65\|10.67\|123.48\|138.50\|123.48\|55774;2026-05-25\|144.88\|6.02\|140.00\|146.00\|134.69\|48283;2026-05-26\|141.88\|-2.07\|144.60\|144.60\|138.48\|34761;2026-05-27\|138.25\|-2.56\|143.41\|143.50\|137.01\|32616;2026-05-28\|134.10\|-3.00\|137.64\|138.92\|131.87\|35473;2026-05-29\|133.93\|-0.13\|136.78\|141.78\|132.18\|39831;2026-06-01\|133.99\|0.04\|135.79\|139.48\|131.50\|39569;2026-06-02\|129.12\|-3.63\|133.83\|135.43\|123.03\|51685;2026-06-03\|120.96\|-6.32\|129.12\|131.80\|118.98\|67223;2026-06-04\|138.05\|14.13\|120.96\|139.20\|120.96\|56838;2026-06-05\|135.10\|-2.14\|136.22\|141.32\|133.80\|44187;2026-06-08\|133.62\|-1.10\|128.00\|140.00\|127.06\|55096;2026-06-09\|142.18\|6.41\|138.50\|142.50\|134.06\|44796;2026-06-10\|144.38\|1.55\|140.85\|146.30\|139.15\|39775;2026-06-11\|145.36\|0.68\|142.77\|149.28\|139.18\|40502;2026-06-12\|139.44\|-4.07\|150.00\|154.55\|135.00\|61367;2026-06-15\|155.88\|11.79\|142.46\|155.89\|141.00\|61783;2026-06-16\|173.11\|11.05\|159.87\|182.00\|154.00\|73643;2026-06-17\|176.00\|1.67\|171.00\|178.47\|168.00\|52975;2026-06-18\|175.44\|-0.32\|171.00\|177.80\|165.00\|42801;2026-06-22\|170.08\|-3.06\|179.87\|180.34\|164.83\|46438;2026-06-23\|161.00\|-5.34\|168.03\|168.03\|159.00\|36414;2026-06-24\|161.97\|0.60\|159.31\|162.87\|155.00\|32365;2026-06-25\|172.38\|6.43\|166.82\|175.00\|164.21\|37063;2026-06-26\|188.61\|9.42\|177.00\|195.88\|173.80\|67681;2026-06-29\|192.04\|1.82\|189.93\|201.69\|177.77\|76354;2026-06-30\|198.44\|3.33\|193.55\|198.88\|184.00\|56083;2026-07-01\|213.50\|7.59\|205.98\|218.00\|200.00\|72367;2026-07-02\|201.80\|-5.48\|196.00\|215.02\|186.00\|54166;2026-07-03\|197.46\|-2.15\|200.01\|210.00\|193.13\|40977;2026-07-06\|188.89\|-4.34\|201.40\|215.00\|187.61\|63299;2026-07-07\|179.44\|-5.00\|188.67\|191.12\|175.00\|53796;2026-07-08\|185.90\|3.60\|181.20\|195.00\|174.48\|61207;2026-07-09\|193.87\|4.29\|192.37\|195.00\|182.00\|37880;2026-07-10\|190.10\|-1.94\|200.06\|213.68\|190.00\|5764547
114567	全球最大PPE树脂产区停产，PCB材料持续涨价	高频覆铜板+PCB概念+半导体封装材料+筹划收购英中电气行业原因： 1、据央视新闻，当地时间3月9日，美国总统特朗普表示，美国对伊朗的战争“已基本结束了”。 2、据证券时报网3月10日报道，中信证券指出AI PCB增量逻辑强化，龙头业绩兑现且估值仍具上修空间。公司原因： 1、据2025年半年报，公司主营高频覆铜板及VC散热片两大类产品。高频覆铜板作为PCB制造的关键基础材料，为移动通信设备提供可靠的电气连接平台，公司产品已获得国内外多家知名PCB制造商的认可与采用；VC散热片则是VC均热板的重要原材料，为智能手机等移动终端提供高效的散热解决方案。 2、据2025年半年报，在半导体封装材料业务方面，全资子公司赛肯徐州专业从事引线框架的研发生产，该产品作为半导体封装的核心材料，广泛应用于通信设备、汽车电子、智能家居等高科技领域，为下游客户提供优质的封装解决方案。 3、据2025年7月24日互动易，公司30万平方米PTFE高频覆铜板项目已经投产。 4、据2026年2月27日公告，公司签署《意向协议》拟现金收购常州市英中电气不低于51%股权，交易完成后将取得标的公司控制权，提升资产质量与盈利水平。	1、公司拟收购英中电气不低于51%股份，预计构成重大资产重组； 2、公司产品高频覆铜板是制作印制电路板的核心材料，ZYF-6000系列高频覆铜板可以应用于汽车毫米波雷达领域	2026-03-03\|47.46\|-5.08\|50.43\|50.75\|46.72\|91469;2026-03-04\|48.25\|1.66\|47.23\|49.70\|46.88\|60791;2026-03-05\|46.80\|-3.01\|48.57\|50.46\|46.32\|54470;2026-03-06\|50.03\|6.90\|45.97\|50.60\|45.63\|59175;2026-03-09\|48.78\|-2.50\|48.27\|48.98\|46.48\|44362;2026-03-10\|58.54\|20.01\|49.24\|58.54\|49.00\|86118;2026-03-11\|56.32\|-3.79\|59.14\|60.40\|56.11\|127749;2026-03-12\|53.79\|-4.49\|55.33\|55.66\|53.24\|73462;2026-03-13\|59.97\|11.49\|53.64\|61.77\|53.18\|125141;2026-03-16\|65.62\|9.42\|59.28\|69.98\|58.60\|119884;2026-03-17\|67.39\|2.70\|66.00\|71.24\|64.11\|112906;2026-03-18\|64.00\|-5.03\|63.67\|67.77\|63.67\|93575;2026-03-19\|59.93\|-6.36\|62.00\|62.98\|59.53\|72487;2026-03-20\|61.86\|3.22\|60.07\|67.69\|59.88\|100408;2026-03-23\|57.31\|-7.36\|59.26\|60.66\|56.52\|76432;2026-03-24\|60.37\|5.34\|58.49\|61.01\|56.90\|63867;2026-03-25\|57.95\|-4.01\|61.00\|61.00\|56.90\|67476;2026-03-26\|55.95\|-3.45\|56.28\|59.46\|55.55\|50180;2026-03-27\|56.50\|0.98\|54.48\|57.39\|53.00\|46089;2026-03-30\|60.28\|6.69\|55.36\|62.00\|55.36\|61863;2026-03-31\|57.68\|-4.31\|59.61\|60.78\|57.65\|38362;2026-04-01\|63.19\|9.55\|59.44\|63.99\|59.41\|73010;2026-04-02\|62.30\|-1.41\|62.02\|63.95\|60.87\|50274;2026-04-03\|60.06\|-3.60\|62.30\|63.55\|59.83\|35304;2026-04-07\|68.65\|14.30\|60.40\|69.76\|59.60\|94019;2026-04-08\|68.84\|0.28\|69.01\|71.20\|66.00\|87107;2026-04-09\|66.31\|-3.68\|67.58\|68.57\|65.46\|55476;2026-04-10\|65.19\|-1.69\|67.00\|67.60\|65.00\|44873;2026-04-13\|64.22\|-1.49\|64.73\|66.38\|63.86\|41118;2026-04-14\|70.00\|9.00\|64.64\|74.40\|64.64\|104004;2026-04-15\|66.20\|-5.43\|68.98\|69.90\|65.68\|73820;2026-04-16\|74.10\|11.93\|66.40\|75.47\|65.20\|89867;2026-04-17\|74.25\|0.20\|73.32\|76.96\|70.88\|70431;2026-04-20\|72.91\|-1.80\|75.04\|75.11\|72.28\|47536;2026-04-21\|73.42\|0.70\|73.15\|77.59\|72.57\|56875;2026-04-22\|75.98\|3.49\|73.49\|76.66\|72.01\|56621;2026-04-23\|76.22\|0.32\|76.51\|78.04\|73.50\|49707;2026-04-24\|76.00\|-0.29\|75.88\|77.77\|73.92\|33401;2026-04-27\|74.04\|-2.58\|76.00\|76.00\|73.01\|26664;2026-04-28\|71.10\|-3.97\|73.23\|73.50\|70.30\|33549;2026-04-29\|70.32\|-1.10\|70.42\|71.80\|69.50\|24909;2026-04-30\|72.93\|3.71\|70.00\|75.44\|69.50\|35142;2026-05-06\|79.00\|8.32\|73.39\|79.80\|72.01\|42289;2026-05-07\|79.99\|1.25\|79.02\|83.36\|78.05\|33047;2026-05-08\|80.69\|0.88\|79.62\|83.20\|78.39\|23554;2026-05-11\|87.77\|8.77\|82.32\|90.34\|81.11\|40592;2026-05-12\|85.55\|-2.53\|87.70\|87.99\|84.55\|29031;2026-05-13\|86.18\|0.74\|85.06\|90.00\|83.50\|39308;2026-05-14\|87.55\|1.59\|85.45\|90.79\|84.05\|46570;2026-05-15\|87.50\|-0.06\|85.97\|90.20\|85.97\|37022;2026-05-18\|86.31\|-1.36\|86.55\|87.84\|84.10\|30771;2026-05-19\|88.54\|2.58\|86.58\|89.13\|84.40\|26273;2026-05-20\|86.93\|-1.82\|88.38\|89.99\|85.80\|20988;2026-05-21\|87.10\|0.20\|87.43\|94.80\|86.62\|38521;2026-05-22\|94.27\|8.23\|86.10\|95.81\|86.10\|48630;2026-05-25\|91.75\|-2.67\|94.30\|94.79\|91.19\|29525;2026-05-26\|92.15\|0.44\|91.00\|95.23\|83.83\|40262;2026-05-27\|93.50\|1.47\|91.23\|94.48\|89.05\|34560;2026-05-28\|103.28\|10.46\|90.50\|103.98\|88.19\|52031;2026-05-29\|110.00\|6.51\|101.43\|113.99\|98.26\|62231;2026-06-01\|101.88\|-7.38\|109.00\|109.00\|98.01\|50181;2026-06-02\|99.15\|-2.68\|101.85\|104.50\|93.70\|48528;2026-06-03\|102.01\|2.88\|97.68\|109.88\|97.60\|47541;2026-06-04\|112.90\|10.68\|98.50\|113.20\|97.85\|59196;2026-06-05\|107.10\|-5.14\|110.00\|111.01\|106.50\|32973;2026-06-08\|100.09\|-6.55\|100.01\|105.68\|98.00\|30955;2026-06-09\|106.56\|6.46\|102.51\|106.56\|99.90\|37831;2026-06-10\|109.30\|2.57\|102.83\|113.55\|99.00\|43907;2026-06-11\|114.99\|5.21\|106.14\|118.00\|105.01\|53367;2026-06-12\|109.41\|-4.85\|115.00\|118.44\|108.10\|50612;2026-06-15\|122.40\|11.87\|109.68\|125.85\|109.68\|63724;2026-06-16\|126.50\|3.35\|122.38\|132.80\|120.70\|70219;2026-06-17\|124.10\|-1.90\|124.85\|128.98\|121.89\|55009;2026-06-18\|124.10\|0.00\|121.21\|126.00\|121.11\|37337;2026-06-22\|122.58\|-1.22\|123.16\|127.89\|116.81\|48110;2026-06-23\|120.55\|-1.66\|120.00\|122.58\|115.88\|30659;2026-06-24\|125.22\|3.87\|118.66\|126.50\|118.56\|42275;2026-06-25\|119.12\|-4.87\|123.97\|124.80\|118.98\|38974;2026-06-26\|98.00\|-17.73\|116.88\|117.00\|97.00\|75189;2026-06-29\|101.16\|3.22\|97.02\|102.50\|90.10\|60119;2026-06-30\|110.30\|9.04\|100.00\|110.57\|98.22\|44651;2026-07-01\|108.00\|-2.09\|109.27\|110.30\|104.82\|33140;2026-07-02\|98.53\|-8.77\|103.00\|107.88\|97.70\|32808;2026-07-03\|101.93\|3.45\|99.51\|104.20\|95.75\|30205;2026-07-06\|102.27\|0.33\|102.60\|107.03\|98.38\|31809;2026-07-07\|98.83\|-3.36\|103.35\|106.00\|97.16\|21580;2026-07-08\|98.58\|-0.25\|99.77\|100.66\|94.13\|19326;2026-07-09\|105.70\|7.22\|98.59\|106.80\|95.66\|32955;2026-07-10\|98.10\|-7.19\|105.68\|107.52\|97.91\|28245
114566	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：子公司已批量出货HDI电路板，适配英伟达GB200服务器主板；受益于GTC大会后AI算力基建加速，HDI板需求爆发；涨停缘由：GB200服务器采用高密度互连架构，单台HDI用量较上代提升3倍；公司已通过英伟达二级供应商认证并实现稳定交付；资金逻辑：主力资金近5日净流入3439万元，PCB板块受AI硬件链带动领涨，HDI细分方向获资金高度聚焦；风险提示：HDI业务占比尚低，2025年营收中HDI相关收入不足8%；客户集中度高，前五大客户占比达67.3%	子公司目前已批量出货HDI电路板产品	2026-03-03\|29.00\|-5.01\|30.70\|30.99\|28.88\|74460;2026-03-04\|28.90\|-0.34\|28.55\|29.70\|28.55\|58701;2026-03-05\|29.51\|2.11\|29.71\|30.31\|29.20\|60836;2026-03-06\|31.05\|5.22\|29.60\|31.45\|29.03\|80105;2026-03-09\|30.71\|-1.09\|30.35\|30.82\|29.73\|60961;2026-03-10\|34.20\|11.36\|31.01\|35.38\|31.01\|212633;2026-03-11\|34.27\|0.20\|33.85\|35.32\|33.85\|173320;2026-03-12\|32.90\|-4.00\|34.03\|34.56\|32.60\|98788;2026-03-13\|32.52\|-1.16\|32.88\|33.17\|32.23\|79012;2026-03-16\|34.38\|5.72\|32.36\|34.72\|31.70\|167807;2026-03-17\|33.00\|-4.01\|34.00\|34.26\|32.94\|113537;2026-03-18\|36.54\|10.73\|33.08\|38.98\|33.08\|255575;2026-03-19\|34.80\|-4.76\|35.80\|36.07\|34.26\|182356;2026-03-20\|32.93\|-5.37\|35.49\|35.76\|32.83\|156878;2026-03-23\|30.79\|-6.50\|31.01\|32.36\|30.59\|115048;2026-03-24\|33.05\|7.34\|31.69\|33.15\|31.18\|128580;2026-03-25\|33.79\|2.24\|32.97\|34.49\|32.97\|103424;2026-03-26\|33.41\|-1.12\|33.50\|34.62\|33.16\|88293;2026-03-27\|33.01\|-1.20\|32.78\|33.53\|32.30\|72577;2026-03-30\|33.07\|0.18\|32.33\|33.19\|32.06\|58097;2026-03-31\|34.50\|4.32\|33.44\|35.32\|33.06\|178145;2026-04-01\|35.42\|2.67\|35.20\|36.38\|34.26\|180024;2026-04-02\|35.49\|0.20\|34.81\|36.26\|34.77\|138567;2026-04-03\|34.61\|-2.48\|35.50\|36.23\|34.61\|121015;2026-04-07\|34.30\|-0.90\|34.17\|35.40\|34.05\|113156;2026-04-08\|36.78\|7.23\|35.06\|36.84\|34.86\|186048;2026-04-09\|38.49\|4.65\|36.00\|38.69\|35.66\|212415;2026-04-10\|37.84\|-1.69\|37.50\|38.22\|36.96\|146693;2026-04-13\|38.28\|1.16\|37.10\|38.50\|37.02\|112991;2026-04-14\|41.34\|7.99\|38.60\|41.76\|37.50\|207122;2026-04-15\|39.50\|-4.45\|41.27\|44.45\|39.20\|249999;2026-04-16\|45.45\|15.06\|39.45\|45.70\|38.80\|285796;2026-04-17\|46.40\|2.09\|44.97\|47.34\|42.77\|266171;2026-04-20\|45.04\|-2.93\|46.01\|46.65\|44.70\|154719;2026-04-21\|45.87\|1.84\|44.70\|46.72\|43.51\|166555;2026-04-22\|47.50\|3.55\|45.34\|50.95\|45.08\|220506;2026-04-23\|44.43\|-6.46\|46.61\|47.38\|44.09\|189559;2026-04-24\|42.81\|-3.65\|43.80\|44.58\|42.50\|121120;2026-04-27\|44.90\|4.88\|41.90\|46.28\|41.50\|170767;2026-04-28\|44.19\|-1.58\|44.71\|46.60\|43.77\|103561;2026-04-29\|42.25\|-4.39\|43.60\|45.15\|42.24\|120877;2026-04-30\|39.57\|-6.34\|41.30\|41.80\|39.51\|143120;2026-05-06\|40.63\|2.68\|40.14\|41.44\|39.66\|102656;2026-05-07\|42.16\|3.77\|40.51\|42.43\|39.85\|141686;2026-05-08\|31.37\|4.22\|29.80\|31.77\|29.53\|190916;2026-05-11\|30.75\|-1.98\|31.32\|31.76\|30.25\|152877;2026-05-12\|29.60\|-3.74\|30.58\|30.65\|29.11\|118668;2026-05-13\|30.09\|1.66\|29.36\|30.40\|29.21\|107388;2026-05-14\|28.12\|-6.55\|30.11\|30.28\|28.10\|132229;2026-05-15\|27.53\|-2.10\|28.17\|28.99\|27.30\|139872;2026-05-18\|27.45\|-0.29\|27.48\|27.75\|27.00\|82646;2026-05-19\|27.39\|-0.22\|27.35\|27.50\|26.14\|96069;2026-05-20\|27.18\|-0.77\|27.10\|27.55\|26.77\|68567;2026-05-21\|26.22\|-3.53\|27.50\|28.35\|26.21\|119205;2026-05-22\|28.90\|10.22\|26.76\|29.28\|26.76\|170690;2026-05-25\|29.40\|1.73\|29.00\|30.55\|29.00\|176596;2026-05-26\|28.95\|-1.53\|29.26\|30.00\|28.33\|123769;2026-05-27\|27.51\|-4.97\|28.84\|28.99\|27.09\|123516;2026-05-28\|28.28\|2.80\|27.34\|28.62\|27.02\|115590;2026-05-29\|27.38\|-3.18\|28.38\|29.63\|27.13\|145610;2026-06-01\|27.82\|1.61\|27.47\|29.00\|27.00\|133145;2026-06-02\|29.80\|7.12\|27.70\|30.18\|27.56\|205792;2026-06-03\|29.56\|-0.81\|29.73\|31.29\|29.28\|297621;2026-06-04\|31.22\|5.62\|28.92\|31.22\|28.68\|234321;2026-06-05\|31.30\|0.26\|30.67\|32.01\|30.00\|245412;2026-06-08\|32.47\|3.74\|29.57\|32.78\|29.30\|248607;2026-06-09\|32.20\|-0.83\|32.48\|33.02\|31.00\|243451;2026-06-10\|26.87\|-16.55\|31.35\|31.35\|26.81\|236300;2026-06-11\|25.45\|-5.28\|26.09\|26.46\|25.01\|167409;2026-06-12\|25.30\|-0.59\|26.18\|27.20\|25.08\|151737;2026-06-15\|28.41\|12.29\|25.55\|28.82\|25.50\|205943;2026-06-16\|28.63\|0.77\|28.35\|29.00\|28.04\|138306;2026-06-17\|29.41\|2.72\|28.30\|30.12\|28.10\|149546;2026-06-18\|29.98\|1.94\|29.12\|30.09\|28.89\|139805;2026-06-22\|29.04\|-3.14\|30.01\|30.28\|28.08\|147352;2026-06-23\|27.45\|-5.48\|28.82\|28.82\|27.00\|112911;2026-06-24\|28.41\|3.50\|27.38\|28.70\|27.35\|143335;2026-06-25\|30.31\|6.69\|28.81\|31.17\|27.41\|220079;2026-06-26\|28.85\|-4.82\|30.31\|30.50\|27.63\|172156;2026-06-29\|27.48\|-4.75\|28.90\|29.75\|26.80\|142250;2026-06-30\|29.49\|7.31\|27.48\|29.69\|26.78\|142476;2026-07-01\|30.15\|2.24\|30.08\|30.68\|29.41\|153317;2026-07-02\|28.37\|-5.90\|29.50\|30.46\|28.29\|132750;2026-07-03\|30.07\|5.99\|28.45\|31.09\|27.91\|191284;2026-07-06\|30.78\|2.36\|30.12\|31.29\|28.66\|213594;2026-07-07\|31.68\|2.92\|30.23\|31.71\|30.00\|256395;2026-07-08\|26.73\|-15.62\|31.00\|31.16\|26.60\|226539;2026-07-09\|25.70\|-3.85\|26.98\|27.50\|24.00\|171207;2026-07-10\|25.48\|-0.86\|25.45\|26.30\|25.08\|115173
114565	全球最大PPE树脂产区停产，PCB材料持续涨价	固态电池+电子电路铜箔+锂电铜箔+扭亏 1、据2026年2月24日互动易，公司关于固态电池产业发展方向已战略布局锂-铜金属一体化复合负极材料等相关技术，部分技术、工艺已经申请了发明专利，目前正在进行中试线设计建设等相关工作。 2、据2025年半年报，公司主要产品按应用领域分类包括锂电铜箔和电子电路铜箔。公司生产的电子电路铜箔主要产品规格为8μm至210μm，覆盖规格广泛，9μmHDI用极薄铜箔、HVLP、RTF铜箔等已批量出货。 3、据2025年11月13日互动易，公司新建10000吨高端电子电路箔产能正在建设中，预计12月开始逐步试生产。公司高频高速铜箔产品已实现生产和销售，公司将持续进行相关技术和产品的创新、迭代升级及市场开拓。 4、据2026年1月27日业绩预告，公司预计2025年净利润6000–8000万元，同比扭亏，主因铜箔加工费回升、高附加值产品占比提升及工艺优化降本。	1、公司高频高速铜箔已向头部PCB客户批量供货； 2、公司已具备固态电池用锂-铜一体化复合负极材料技术	2026-03-03\|43.47\|-5.54\|46.01\|47.97\|43.43\|90292;2026-03-04\|43.24\|-0.53\|43.00\|44.67\|42.66\|53816;2026-03-05\|43.27\|0.07\|44.20\|44.60\|42.69\|69054;2026-03-06\|49.63\|14.70\|43.00\|50.35\|43.00\|226506;2026-03-09\|48.25\|-2.78\|47.90\|48.60\|45.97\|132084;2026-03-10\|48.00\|-0.52\|48.40\|49.21\|47.60\|116856;2026-03-11\|54.88\|14.33\|48.96\|57.60\|48.96\|351024;2026-03-12\|52.53\|-4.28\|54.72\|54.96\|51.89\|232912;2026-03-13\|51.05\|-2.82\|52.00\|53.28\|50.93\|180136;2026-03-16\|53.50\|4.80\|51.40\|55.50\|51.40\|211247;2026-03-17\|49.23\|-7.98\|53.02\|53.49\|49.13\|163851;2026-03-18\|49.58\|0.71\|49.98\|50.38\|48.39\|96484;2026-03-19\|47.35\|-4.50\|48.65\|49.54\|47.15\|93048;2026-03-20\|47.45\|0.21\|47.84\|50.13\|47.40\|120830;2026-03-23\|45.20\|-4.74\|46.47\|47.93\|44.58\|113267;2026-03-24\|46.68\|3.27\|46.51\|46.88\|43.17\|109003;2026-03-25\|48.99\|4.95\|46.39\|49.45\|45.28\|141832;2026-03-26\|52.71\|7.59\|48.27\|55.48\|48.20\|214157;2026-03-27\|56.93\|8.01\|52.18\|57.88\|50.91\|225353;2026-03-30\|57.87\|1.65\|56.30\|58.65\|55.00\|176228;2026-03-31\|55.93\|-3.35\|57.59\|57.98\|55.03\|109900;2026-04-01\|56.40\|0.84\|56.71\|57.20\|55.00\|98277;2026-04-02\|54.66\|-3.09\|56.20\|57.00\|54.31\|70865;2026-04-03\|54.41\|-0.46\|55.15\|57.98\|54.00\|76934;2026-04-07\|55.82\|2.59\|54.99\|59.00\|54.68\|120416;2026-04-08\|56.94\|2.01\|56.47\|57.57\|54.00\|141701;2026-04-09\|57.32\|0.67\|55.82\|57.98\|55.36\|121829;2026-04-10\|57.73\|0.72\|57.08\|59.86\|56.41\|156013;2026-04-13\|58.36\|1.09\|55.45\|59.50\|55.00\|157826;2026-04-14\|58.87\|0.87\|58.29\|59.65\|56.00\|147667;2026-04-15\|61.82\|5.01\|58.80\|63.00\|58.00\|194904;2026-04-16\|60.91\|-1.47\|60.48\|63.78\|58.83\|165511;2026-04-17\|61.15\|0.39\|59.69\|63.16\|59.22\|151521;2026-04-20\|63.46\|3.78\|60.89\|63.46\|60.16\|137605;2026-04-21\|67.89\|6.98\|62.88\|71.50\|60.77\|198833;2026-04-22\|65.04\|-4.20\|67.59\|70.95\|64.43\|204032;2026-04-23\|56.33\|-13.39\|64.00\|64.11\|55.53\|228238;2026-04-24\|60.61\|7.60\|55.11\|61.16\|54.38\|196405;2026-04-27\|62.11\|2.47\|59.79\|63.94\|58.66\|138368;2026-04-28\|63.66\|2.50\|63.00\|66.16\|59.15\|187632;2026-04-29\|65.97\|3.63\|62.73\|67.20\|61.83\|201530;2026-04-30\|68.52\|3.87\|65.00\|70.27\|64.28\|187435;2026-05-06\|75.20\|9.75\|71.60\|78.15\|68.38\|204369;2026-05-07\|71.64\|-4.73\|74.00\|74.00\|71.00\|176788;2026-05-08\|70.00\|-2.29\|70.10\|73.50\|69.80\|124123;2026-05-11\|72.70\|3.86\|70.10\|73.05\|68.19\|148584;2026-05-12\|77.35\|6.40\|71.84\|79.97\|71.03\|186965;2026-05-13\|81.68\|5.60\|75.05\|83.94\|74.61\|155927;2026-05-14\|76.09\|-6.84\|81.00\|81.68\|75.60\|151349;2026-05-15\|73.29\|-3.68\|77.00\|77.59\|72.50\|108703;2026-05-18\|71.55\|-2.37\|73.31\|75.10\|70.59\|109603;2026-05-19\|71.75\|0.28\|71.10\|72.60\|69.26\|86803;2026-05-20\|71.85\|0.14\|71.00\|72.40\|68.30\|97515;2026-05-21\|66.38\|-7.61\|72.33\|73.49\|65.50\|130722;2026-05-22\|70.68\|6.48\|66.81\|71.45\|66.66\|119399;2026-05-25\|68.14\|-3.59\|70.69\|72.48\|66.77\|126458;2026-05-26\|68.40\|0.38\|67.50\|68.98\|64.62\|107036;2026-05-27\|63.46\|-7.22\|68.00\|68.00\|62.39\|136578;2026-05-28\|65.33\|2.95\|64.01\|66.90\|62.01\|152843;2026-05-29\|65.80\|0.72\|65.33\|69.06\|64.66\|140715;2026-06-01\|63.31\|-3.78\|64.80\|66.80\|63.03\|87774;2026-06-02\|62.44\|-1.37\|63.30\|64.27\|60.60\|79657;2026-06-03\|61.81\|-1.01\|62.60\|63.70\|60.85\|87774;2026-06-04\|58.81\|-4.85\|60.65\|61.29\|58.35\|131667;2026-06-05\|57.65\|-1.97\|58.69\|59.66\|56.71\|89289;2026-06-08\|54.38\|-5.67\|55.80\|56.51\|53.33\|97554;2026-06-09\|59.25\|8.96\|55.86\|59.36\|55.00\|115875;2026-06-10\|59.68\|0.73\|58.50\|60.40\|58.05\|98529;2026-06-11\|59.31\|-0.62\|59.08\|60.70\|57.95\|100565;2026-06-12\|64.30\|8.41\|60.32\|66.00\|59.59\|179315;2026-06-15\|51.82\|12.41\|48.00\|52.52\|47.20\|309856;2026-06-16\|54.51\|5.19\|52.30\|55.89\|51.10\|404918;2026-06-17\|61.01\|11.92\|53.00\|65.41\|53.00\|478137;2026-06-18\|63.98\|4.87\|59.28\|65.70\|59.21\|374595;2026-06-22\|62.00\|-3.09\|63.99\|65.20\|58.80\|343699;2026-06-23\|57.78\|-6.81\|60.50\|60.88\|57.00\|235944;2026-06-24\|67.89\|17.50\|57.67\|69.00\|57.00\|364632;2026-06-25\|69.88\|2.93\|66.67\|72.24\|66.33\|317071;2026-06-26\|66.43\|-4.94\|69.90\|69.90\|65.62\|206314;2026-06-29\|62.65\|-5.69\|67.15\|68.40\|60.02\|234353;2026-06-30\|63.11\|0.73\|61.90\|63.87\|61.56\|179229;2026-07-01\|61.08\|-3.22\|63.11\|64.10\|60.64\|182874;2026-07-02\|57.91\|-5.19\|58.64\|61.33\|57.55\|141823;2026-07-03\|56.80\|-1.92\|58.38\|60.74\|55.98\|168971;2026-07-06\|54.75\|-3.61\|56.53\|60.50\|54.22\|136599;2026-07-07\|52.69\|-3.76\|54.71\|56.14\|51.00\|177159;2026-07-08\|49.57\|-5.92\|52.68\|53.47\|49.49\|153595;2026-07-09\|50.25\|1.37\|50.57\|50.98\|47.10\|145068;2026-07-10\|49.35\|-1.79\|50.25\|54.36\|49.27\|170364
114564	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+1.6T光模块+定增加码AI 1、据2026年6月12日定增募集说明书，公司拟募资9.5亿元用于年产60万平方米高多层、HDI电路板项目，重点拓展AI服务器、光模块等高附加值领域，目标成为AI领域核心供应商。 2、据2026年6月12日定增募集说明书及2026年4月9日可行性分析报告，公司已掌握Tenting工艺1.6T光模块板制造技术及RCC工艺800G光模块板制造技术，相关产品正处于各目标客户专项认证阶段。 3、据2026年3月31日年报及4月23日一季报，公司系内资PCB百强企业，主营高品质PCB，外销营收占比53.50%，2026年一季度实现营收5.74亿元，同比增长41.23%。	公司专注于印制电路板小、中、大批量板的制造，5G领域产品主要应用于路由器、交换机等；应用于新能源汽车的激光雷达产品已接入小批量量产订单	2026-03-03\|48.60\|-9.80\|53.35\|53.88\|48.01\|127166;2026-03-04\|49.08\|0.99\|48.20\|50.28\|48.00\|66104;2026-03-05\|48.55\|-1.08\|50.32\|50.98\|48.17\|79604;2026-03-06\|48.36\|-0.39\|48.00\|49.74\|46.81\|70979;2026-03-09\|47.00\|-2.81\|46.50\|47.19\|44.63\|77858;2026-03-10\|50.34\|7.11\|47.89\|50.50\|47.89\|87244;2026-03-11\|50.41\|0.14\|50.21\|51.24\|49.53\|71356;2026-03-12\|49.19\|-2.42\|49.73\|50.50\|48.23\|58758;2026-03-13\|49.61\|0.85\|48.49\|50.10\|48.25\|58749;2026-03-16\|50.70\|2.20\|48.72\|50.70\|46.91\|93014;2026-03-17\|46.40\|-8.48\|50.68\|50.68\|46.36\|88952;2026-03-18\|48.87\|5.32\|47.19\|49.10\|46.62\|69517;2026-03-19\|47.43\|-2.95\|48.35\|48.85\|47.10\|45461;2026-03-20\|45.54\|-3.98\|47.98\|48.60\|45.54\|54917;2026-03-23\|42.30\|-7.11\|44.46\|44.93\|41.92\|70387;2026-03-24\|44.01\|4.04\|43.60\|44.20\|42.20\|52514;2026-03-25\|45.25\|2.82\|44.68\|45.85\|44.50\|42105;2026-03-26\|44.43\|-1.81\|44.99\|45.95\|44.15\|31731;2026-03-27\|44.35\|-0.18\|43.92\|45.13\|43.41\|30364;2026-03-30\|44.30\|-0.11\|43.90\|44.38\|42.93\|29076;2026-03-31\|39.80\|-10.16\|41.60\|41.68\|39.71\|91646;2026-04-01\|40.33\|1.33\|40.83\|41.08\|40.10\|62572;2026-04-02\|38.42\|-4.74\|39.90\|40.02\|38.05\|59425;2026-04-03\|37.86\|-1.46\|38.71\|38.93\|37.81\|28238;2026-04-07\|37.97\|0.29\|38.20\|38.78\|37.70\|32064;2026-04-08\|41.14\|8.35\|39.21\|41.27\|39.10\|52079;2026-04-09\|40.71\|-1.05\|40.49\|41.06\|40.12\|36860;2026-04-10\|41.01\|0.74\|40.96\|41.88\|40.72\|37387;2026-04-13\|42.09\|2.63\|40.53\|42.28\|40.49\|41464;2026-04-14\|43.71\|3.85\|42.44\|44.59\|42.44\|58579;2026-04-15\|42.33\|-3.16\|43.81\|44.07\|41.98\|47616;2026-04-16\|43.13\|1.89\|42.41\|43.56\|42.01\|43996;2026-04-17\|44.07\|2.18\|42.70\|44.39\|42.57\|45611;2026-04-20\|43.63\|-1.00\|44.16\|44.43\|43.31\|44985;2026-04-21\|44.10\|1.08\|43.62\|44.40\|43.20\|41489;2026-04-22\|45.33\|2.79\|43.89\|45.36\|43.75\|56755;2026-04-23\|47.53\|4.85\|44.72\|47.80\|44.72\|134190;2026-04-24\|46.75\|-1.64\|46.99\|47.60\|45.49\|84729;2026-04-27\|47.65\|1.93\|46.67\|50.29\|46.23\|90673;2026-04-28\|45.36\|-4.81\|47.30\|47.50\|45.03\|64522;2026-04-29\|45.80\|0.97\|44.80\|46.29\|44.60\|46327;2026-04-30\|45.57\|-0.20\|45.71\|46.38\|44.15\|54364;2026-05-06\|46.46\|1.95\|45.94\|47.74\|45.54\|75667;2026-05-07\|47.41\|2.04\|46.48\|47.66\|45.80\|69419;2026-05-08\|50.64\|6.81\|46.55\|51.10\|46.03\|149312;2026-05-11\|54.98\|8.57\|50.64\|57.80\|50.26\|216441;2026-05-12\|51.45\|-6.42\|54.01\|54.90\|50.56\|169149;2026-05-13\|52.06\|1.19\|52.75\|56.80\|51.53\|208793;2026-05-14\|52.97\|1.75\|52.21\|54.47\|51.00\|184244;2026-05-15\|51.70\|-2.40\|52.89\|54.65\|51.01\|144040;2026-05-18\|52.50\|1.55\|51.70\|52.88\|50.60\|109091;2026-05-19\|52.19\|-0.59\|52.01\|52.58\|50.38\|95519;2026-05-20\|50.68\|-2.89\|50.89\|51.56\|50.20\|88882;2026-05-21\|47.91\|-5.47\|50.81\|51.96\|47.50\|100275;2026-05-22\|52.01\|8.56\|49.01\|52.30\|49.01\|131310;2026-05-25\|54.28\|4.36\|51.89\|54.68\|51.89\|129867;2026-05-26\|55.14\|1.58\|54.90\|55.80\|53.77\|127848;2026-05-27\|52.99\|-3.90\|55.00\|55.50\|52.41\|93441;2026-05-28\|55.74\|5.19\|52.27\|55.98\|51.91\|131111;2026-05-29\|53.29\|-4.40\|56.05\|56.88\|52.80\|153727;2026-06-01\|51.07\|-4.17\|53.35\|54.50\|50.40\|94386;2026-06-02\|51.07\|0.00\|50.70\|52.16\|49.37\|72209;2026-06-03\|49.79\|-2.51\|51.00\|51.72\|48.70\|96566;2026-06-04\|51.49\|3.41\|48.84\|51.64\|48.55\|81585;2026-06-05\|50.75\|-1.44\|50.06\|52.72\|48.08\|108767;2026-06-08\|50.06\|-1.36\|48.09\|51.42\|47.01\|90950;2026-06-09\|51.72\|3.32\|50.56\|52.22\|49.91\|86042;2026-06-10\|49.32\|-4.64\|50.74\|51.43\|48.35\|63884;2026-06-11\|52.76\|6.97\|49.01\|52.98\|48.21\|103607;2026-06-12\|52.25\|-0.97\|52.83\|55.19\|51.88\|119323;2026-06-15\|58.97\|12.86\|53.60\|60.75\|53.54\|167929;2026-06-16\|59.58\|1.03\|58.98\|59.88\|58.00\|121475;2026-06-17\|60.02\|0.74\|58.90\|61.67\|58.49\|133527;2026-06-18\|62.28\|3.77\|59.50\|62.82\|59.08\|133086;2026-06-22\|59.72\|-4.11\|62.95\|63.30\|58.45\|131144;2026-06-23\|57.37\|-3.94\|59.65\|59.65\|56.51\|89756;2026-06-24\|60.96\|6.26\|57.30\|63.36\|56.88\|113510;2026-06-25\|59.55\|-2.31\|60.97\|61.33\|59.33\|79765;2026-06-26\|56.35\|-5.37\|58.74\|60.05\|56.25\|81424;2026-06-29\|62.03\|10.08\|57.00\|65.27\|56.11\|177809;2026-06-30\|69.24\|11.62\|61.45\|72.25\|60.56\|173198;2026-07-01\|83.09\|20.00\|68.50\|83.09\|67.68\|215301;2026-07-02\|72.59\|-12.64\|78.01\|79.09\|72.09\|190200;2026-07-03\|68.26\|-5.96\|74.44\|74.44\|68.01\|149522;2026-07-06\|65.35\|-4.26\|69.63\|69.92\|62.83\|119573;2026-07-07\|60.90\|-6.81\|64.81\|65.11\|59.90\|88077;2026-07-08\|57.71\|-5.24\|61.60\|61.89\|57.60\|78458;2026-07-09\|59.24\|2.65\|59.52\|59.58\|55.77\|82631;2026-07-10\|55.52\|-6.28\|59.49\|60.98\|55.31\|107526
114563	全球最大PPE树脂产区停产，PCB材料持续涨价	高速电连接器+PCB+AI服务器+回购行业原因： AI算力需求驱动PCB行业高增。据胜宏科技4月3日机构调研，未来AI PCB是整个PCB行业最具确定性的增长细分方向。从中期来看，高端产品的供给仍将处于相对紧张的状态，下游有充足的需求消化新增产能。公司原因： 1、据2025年4月23日年报，公司微型射频连接器、PCB软板、车载高速连接器已规模量产，国内众多头部汽车客户导入顺利并已实现大规模出货。 2、据2026年3月31日互动易，公司高速线缆主要为高速电连接器类线缆，已应用于AI服务器及数据中心服务器，并将持续跟踪高速互联、AIDC连接等领域技术演进。 3、据2026年4月1日公告，截至3月31日公司已累计回购172.71万股，占总股本0.41%，回购价32.29-38.36元/股，用于员工持股或股权激励，后续仍将择机继续实施。	公司微型射频连接器、PCB软板、车载高速连接器已规模量产，国内众多头部汽车客户导入顺利并已实现大规模出货	2026-03-03\|38.81\|-7.44\|42.13\|42.23\|38.60\|160794;2026-03-04\|38.17\|-1.65\|38.57\|39.38\|38.08\|94471;2026-03-05\|38.05\|-0.31\|39.05\|39.14\|37.80\|75715;2026-03-06\|38.32\|0.71\|37.40\|38.67\|37.20\|65915;2026-03-09\|37.26\|-2.77\|38.16\|38.16\|36.45\|85099;2026-03-10\|37.92\|1.77\|37.83\|38.64\|37.69\|78669;2026-03-11\|38.62\|1.85\|37.88\|38.85\|37.80\|90071;2026-03-12\|38.80\|0.47\|38.40\|40.04\|38.38\|106477;2026-03-13\|37.44\|-3.51\|38.70\|38.88\|37.21\|87849;2026-03-16\|37.53\|0.24\|37.34\|37.88\|36.91\|63872;2026-03-17\|37.22\|-0.83\|37.70\|38.20\|37.15\|57979;2026-03-18\|36.53\|-1.85\|37.50\|37.56\|36.21\|110576;2026-03-19\|35.29\|-3.39\|36.03\|36.03\|35.04\|98122;2026-03-20\|34.21\|-3.06\|35.59\|35.84\|34.15\|86918;2026-03-23\|32.67\|-4.50\|33.53\|33.92\|32.24\|137440;2026-03-24\|33.70\|3.15\|33.10\|33.70\|32.47\|77669;2026-03-25\|34.50\|2.37\|33.70\|34.97\|33.70\|82300;2026-03-26\|34.15\|-1.01\|34.62\|35.12\|34.05\|63977;2026-03-27\|34.10\|-0.15\|33.68\|34.50\|33.68\|50474;2026-03-30\|33.95\|-0.44\|33.76\|34.08\|33.32\|58533;2026-03-31\|33.77\|-0.53\|34.05\|34.75\|33.74\|68263;2026-04-01\|34.13\|1.07\|34.43\|34.43\|33.94\|54796;2026-04-02\|33.96\|-0.50\|34.13\|34.62\|33.78\|70916;2026-04-03\|33.77\|-0.56\|34.12\|34.14\|33.70\|41027;2026-04-07\|33.47\|-0.89\|33.76\|34.23\|33.33\|64705;2026-04-08\|40.16\|19.99\|34.13\|40.16\|33.86\|468548;2026-04-09\|44.07\|9.74\|41.00\|45.00\|40.97\|657627;2026-04-10\|42.82\|-2.84\|43.98\|44.35\|42.15\|431241;2026-04-13\|42.26\|-1.31\|42.48\|42.80\|41.30\|238335;2026-04-14\|42.02\|-0.57\|42.27\|43.96\|41.63\|266260;2026-04-15\|40.97\|-2.50\|42.10\|42.51\|40.83\|186769;2026-04-16\|43.23\|5.52\|41.37\|43.89\|40.41\|278886;2026-04-17\|43.14\|-0.21\|43.88\|44.25\|42.72\|211626;2026-04-20\|43.16\|0.05\|42.78\|44.66\|42.55\|189906;2026-04-21\|43.52\|0.83\|43.00\|43.98\|42.02\|205019;2026-04-22\|44.00\|1.10\|43.00\|44.80\|42.72\|224695;2026-04-23\|42.39\|-3.66\|44.03\|44.19\|42.10\|213118;2026-04-24\|44.26\|4.41\|42.18\|46.06\|42.17\|313705;2026-04-27\|44.15\|-0.25\|44.28\|45.19\|43.00\|227267;2026-04-28\|45.92\|4.01\|44.00\|46.90\|43.46\|370036;2026-04-29\|45.23\|-1.50\|45.92\|46.81\|44.73\|274061;2026-04-30\|45.00\|-0.51\|45.00\|45.97\|44.12\|211092;2026-05-06\|45.18\|0.40\|45.05\|46.59\|44.35\|267975;2026-05-07\|50.51\|11.80\|46.00\|51.30\|46.00\|428707;2026-05-08\|50.50\|-0.02\|50.00\|51.47\|49.15\|247250;2026-05-11\|51.90\|2.77\|50.93\|53.95\|50.88\|303425;2026-05-12\|54.18\|4.39\|51.21\|55.00\|50.42\|277901;2026-05-13\|53.12\|-1.96\|52.55\|56.79\|52.00\|337710;2026-05-14\|53.75\|1.19\|52.68\|55.81\|51.70\|301766;2026-05-15\|54.67\|1.71\|54.00\|55.87\|52.52\|282117;2026-05-18\|55.38\|1.30\|53.92\|56.00\|52.40\|278882;2026-05-19\|56.38\|1.81\|55.00\|57.24\|52.60\|278776;2026-05-20\|54.60\|-3.16\|55.80\|56.10\|53.08\|286964;2026-05-21\|50.95\|-6.68\|54.60\|55.23\|50.80\|304967;2026-05-22\|53.80\|5.59\|52.25\|54.29\|51.11\|243110;2026-05-25\|53.12\|-1.26\|54.00\|55.96\|52.10\|227710;2026-05-26\|55.01\|3.56\|53.10\|55.30\|51.87\|230917;2026-05-27\|52.85\|-3.93\|55.38\|57.75\|52.58\|210953;2026-05-28\|58.20\|10.12\|52.82\|59.16\|52.12\|357333;2026-05-29\|56.21\|-3.42\|59.11\|59.92\|55.68\|240059;2026-06-01\|53.81\|-3.86\|55.97\|56.88\|52.58\|234103;2026-06-02\|58.21\|8.18\|53.69\|59.20\|51.92\|324538;2026-06-03\|60.00\|3.08\|59.21\|61.90\|58.31\|360518;2026-06-04\|58.01\|-3.32\|58.90\|59.77\|57.16\|215528;2026-06-05\|59.13\|1.93\|57.00\|62.50\|56.48\|286866;2026-06-08\|57.35\|-3.01\|56.68\|60.37\|55.83\|261275;2026-06-09\|59.59\|3.91\|58.66\|60.10\|56.26\|240965;2026-06-10\|57.07\|-4.23\|58.06\|59.20\|56.00\|180002;2026-06-11\|54.34\|-4.78\|56.00\|57.81\|53.51\|217012;2026-06-12\|54.00\|-0.63\|55.51\|57.25\|53.65\|219314;2026-06-15\|61.22\|13.37\|54.50\|61.38\|53.36\|323030;2026-06-16\|63.89\|4.36\|62.46\|66.28\|61.92\|296172;2026-06-17\|66.31\|3.79\|62.74\|69.13\|62.50\|351246;2026-06-18\|72.19\|8.87\|66.25\|74.20\|66.00\|410623;2026-06-22\|68.56\|-5.03\|72.51\|73.50\|66.90\|341015;2026-06-23\|68.68\|0.17\|67.39\|70.89\|66.00\|249390;2026-06-24\|67.69\|-1.44\|68.00\|68.50\|64.03\|288710;2026-06-25\|66.86\|-1.23\|68.44\|68.70\|65.00\|223527;2026-06-26\|63.59\|-4.89\|66.00\|66.84\|63.00\|200657;2026-06-29\|56.05\|-11.86\|64.16\|64.50\|54.80\|365162;2026-06-30\|59.99\|7.03\|56.10\|60.50\|54.93\|256927;2026-07-01\|60.65\|1.10\|59.99\|62.98\|58.00\|236920;2026-07-02\|60.62\|-0.05\|58.17\|65.98\|57.51\|344469;2026-07-03\|64.50\|6.40\|62.00\|65.09\|59.81\|326104;2026-07-06\|62.85\|-2.56\|65.20\|65.65\|61.10\|359877;2026-07-07\|57.06\|-9.21\|62.00\|62.50\|56.73\|255384;2026-07-08\|54.59\|-4.33\|58.20\|58.46\|53.65\|179938;2026-07-09\|59.25\|8.54\|56.20\|59.42\|52.00\|248308;2026-07-10\|56.87\|-4.02\|59.50\|61.66\|56.70\|191167
114562	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+光模块+AI服务器+英伟达概念行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年6月23日互动易，公司已实现3300W、4200W及5500W等规格电源PCB产品的量产与稳定交付，主要面向台达电子等头部客户；针对英伟达Rubin平台，配合客户开发的800V高功率电源PCB产品目前处于样品测试阶段。 2、据2026年6月23日互动易，公司400G传统光模块PCB产品已获量产订单并持续排产，已具备非CPO型产品800G及1.6T光模块的量产能力，CPO型800G、1.6T及3.2T产品正积极推进技术验证与储备。 3、据2026年6月23日互动易，公司应用于存储产品已有技术储备，并已通过供应商准入，正在打样；据2026年6月23日互动易，公司主要产品为单/双面、多层高精密印制电路板，广泛应用于汽车电子、消费电子、数据中心/服务器等领域。	公司PCB产品主要应用于BMS控制模块、新能源电池控制单元(BCU)主控模块等	2026-03-03\|38.88\|-0.87\|39.78\|41.00\|38.79\|114277;2026-03-04\|38.18\|-1.80\|38.02\|39.50\|37.86\|74983;2026-03-05\|38.29\|0.29\|39.10\|39.68\|37.95\|56973;2026-03-06\|40.21\|5.01\|38.01\|41.00\|37.41\|90471;2026-03-09\|39.50\|-1.77\|39.14\|39.93\|38.16\|71842;2026-03-10\|42.58\|7.80\|40.10\|42.77\|39.56\|150241;2026-03-11\|41.60\|-2.30\|41.88\|42.63\|41.32\|108280;2026-03-12\|40.12\|-3.56\|41.31\|41.60\|39.51\|80066;2026-03-13\|39.66\|-1.15\|39.68\|40.24\|39.21\|51962;2026-03-16\|41.30\|4.14\|39.40\|41.31\|38.33\|80830;2026-03-17\|38.13\|-7.68\|40.72\|40.89\|38.05\|70377;2026-03-18\|40.51\|6.24\|38.54\|40.89\|38.19\|77685;2026-03-19\|39.82\|-1.70\|39.68\|40.67\|39.35\|48054;2026-03-20\|39.50\|-0.80\|39.80\|41.34\|39.40\|83837;2026-03-23\|37.01\|-6.30\|37.81\|39.31\|36.41\|69648;2026-03-24\|38.51\|4.05\|37.98\|38.82\|36.37\|70639;2026-03-25\|39.17\|1.71\|39.20\|39.87\|38.91\|49617;2026-03-26\|38.66\|-1.30\|39.00\|40.27\|38.40\|44474;2026-03-27\|38.45\|-0.54\|37.85\|38.98\|36.93\|43639;2026-03-30\|38.85\|1.04\|37.81\|38.89\|37.48\|32307;2026-03-31\|38.00\|-2.19\|38.56\|40.18\|37.42\|58004;2026-04-01\|40.40\|6.32\|39.01\|40.50\|38.83\|88802;2026-04-02\|38.48\|-4.75\|39.78\|40.15\|37.93\|57914;2026-04-03\|38.04\|-1.14\|38.53\|39.71\|38.00\|45775;2026-04-07\|39.08\|2.73\|38.01\|39.88\|38.01\|48561;2026-04-08\|41.48\|6.14\|40.63\|41.49\|40.22\|87092;2026-04-09\|41.09\|-0.94\|41.21\|41.45\|40.75\|49352;2026-04-10\|41.02\|-0.17\|41.48\|41.86\|40.91\|65341;2026-04-13\|41.25\|0.56\|40.51\|41.39\|40.51\|46247;2026-04-14\|41.91\|1.60\|41.51\|42.15\|41.18\|68046;2026-04-15\|41.71\|-0.48\|42.25\|43.63\|41.60\|89692;2026-04-16\|42.76\|2.52\|41.84\|43.19\|41.39\|79488;2026-04-17\|42.45\|-0.72\|42.61\|43.05\|41.89\|59846;2026-04-20\|41.77\|-1.60\|42.03\|42.40\|41.47\|50888;2026-04-21\|42.62\|2.04\|41.40\|43.18\|40.91\|69619;2026-04-22\|42.88\|0.61\|42.29\|42.99\|42.00\|69395;2026-04-23\|40.72\|-5.04\|42.87\|42.87\|40.20\|74277;2026-04-24\|38.86\|-4.57\|40.32\|41.01\|38.59\|57023;2026-04-27\|40.90\|5.25\|38.77\|41.40\|38.65\|63943;2026-04-28\|39.83\|-2.62\|40.59\|40.95\|38.92\|57219;2026-04-29\|37.75\|-5.22\|38.54\|39.64\|37.43\|86814;2026-04-30\|36.68\|-2.83\|37.75\|38.43\|36.61\|55890;2026-05-06\|38.36\|4.58\|37.43\|39.41\|36.88\|84009;2026-05-07\|39.91\|4.04\|38.30\|40.38\|37.51\|68161;2026-05-08\|40.11\|0.50\|39.61\|40.35\|38.95\|36640;2026-05-11\|39.66\|-1.12\|40.21\|40.39\|39.03\|38896;2026-05-12\|38.73\|-2.34\|39.70\|39.75\|38.21\|36646;2026-05-13\|39.31\|1.50\|38.57\|39.86\|38.22\|38154;2026-05-14\|37.11\|-5.60\|39.30\|39.35\|37.03\|55557;2026-05-15\|35.87\|-3.34\|37.19\|37.56\|35.20\|50165;2026-05-18\|36.57\|1.95\|36.00\|37.00\|35.33\|46477;2026-05-19\|36.56\|-0.03\|36.30\|36.66\|35.36\|40024;2026-05-20\|36.02\|-1.48\|36.40\|36.69\|35.54\|30440;2026-05-21\|34.59\|-3.97\|36.39\|37.29\|34.50\|55018;2026-05-22\|36.66\|5.98\|35.01\|36.97\|35.01\|57071;2026-05-25\|40.84\|11.40\|38.48\|41.97\|37.97\|133845;2026-05-26\|40.09\|-1.84\|40.77\|41.14\|39.32\|97174;2026-05-27\|39.21\|-2.20\|39.73\|41.60\|38.83\|68762;2026-05-28\|42.21\|7.65\|39.17\|42.60\|38.94\|111567;2026-05-29\|40.26\|-4.62\|42.21\|42.85\|39.90\|102673;2026-06-01\|39.45\|-2.01\|39.76\|41.22\|39.12\|66714;2026-06-02\|41.08\|4.13\|39.30\|42.00\|39.30\|104276;2026-06-03\|39.50\|-3.85\|41.02\|41.20\|38.77\|91713;2026-06-04\|39.86\|0.91\|38.79\|41.27\|38.76\|83925;2026-06-05\|39.81\|-0.13\|38.80\|41.08\|37.51\|77127;2026-06-08\|38.00\|-4.55\|38.18\|39.26\|37.18\|76747;2026-06-09\|38.64\|1.68\|38.79\|39.12\|37.30\|59331;2026-06-10\|37.04\|-4.14\|38.00\|39.20\|36.30\|64763;2026-06-11\|36.65\|-1.05\|36.68\|37.29\|35.50\|54277;2026-06-12\|35.71\|-2.56\|37.36\|38.88\|35.58\|80309;2026-06-15\|40.54\|13.53\|36.01\|41.34\|36.00\|108778;2026-06-16\|44.05\|8.66\|40.97\|44.80\|40.02\|153970;2026-06-17\|44.48\|0.98\|44.08\|45.68\|43.62\|98369;2026-06-18\|46.97\|5.60\|44.58\|47.93\|44.10\|111758;2026-06-22\|48.49\|3.24\|47.21\|51.01\|46.57\|120847;2026-06-23\|45.62\|-5.92\|48.00\|48.14\|45.10\|81443;2026-06-24\|54.74\|19.99\|46.77\|54.74\|46.77\|68844;2026-06-25\|56.53\|3.27\|56.96\|58.70\|54.65\|230430;2026-06-26\|55.20\|-2.35\|56.50\|56.50\|51.67\|158888;2026-06-29\|50.99\|-7.63\|53.01\|54.05\|48.76\|116715;2026-06-30\|52.52\|3.00\|50.41\|52.98\|50.00\|104823;2026-07-01\|49.94\|-4.91\|51.88\|52.78\|49.21\|104107;2026-07-02\|48.56\|-2.76\|48.23\|50.70\|47.59\|73245;2026-07-03\|48.60\|0.08\|48.86\|50.63\|47.27\|83111;2026-07-06\|45.06\|-7.28\|48.49\|49.00\|44.23\|71325;2026-07-07\|43.80\|-2.80\|45.55\|46.51\|43.22\|42411;2026-07-08\|41.74\|-4.70\|44.14\|44.35\|41.22\|38167;2026-07-09\|44.13\|6.80\|43.00\|45.87\|42.35\|93316;2026-07-10\|41.02\|-7.05\|44.02\|44.50\|41.02\|83847
114561	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：公司2025年净利润同比大增378.65%，扣非净利增长679.35%，叠加M8级高速覆铜板在AI服务器批量应用、英伟达GTC大会催化及电子板块资金回流，驱动股价涨停；涨停缘由：2025年业绩爆发式增长；M8等级材料在AI服务器小批量量产；英伟达GTC大会召开强化算力基建预期；PCB行业景气度回升，江西N6厂产能释放；资金逻辑：主力资金借电子板块整体回暖与AI硬件产业链热度积极布局，超大单净买入显著，MACD金叉与BOLL通道突破形成技术共振；风险提示：短期涨幅较大，存在获利回吐压力；高端材料客户验证周期长，量产进度存在不确定性。	1、公司积极开展光模块产品项目开发，研究适用于200G、400G光电通信网络芯片的光模块材料开发；公司满足800G的光模块产品，主要应用到Ultra low loss级别至Extreme low loss级别的高速材料； 2、公司主营覆铜板及粘结片业务，获得健鼎科技、奥士康、景旺电子等PCB客户的认证	2026-03-03\|110.57\|-2.06\|116.68\|118.32\|110.00\|63124;2026-03-04\|107.10\|-3.14\|106.39\|110.60\|105.01\|52726;2026-03-05\|110.75\|3.41\|108.86\|115.20\|107.99\|71145;2026-03-06\|109.95\|-0.72\|110.00\|113.80\|108.00\|40528;2026-03-09\|109.25\|-0.64\|105.30\|110.46\|101.47\|47564;2026-03-10\|115.35\|5.58\|112.25\|119.28\|111.50\|49548;2026-03-11\|114.53\|-0.71\|115.00\|120.59\|113.13\|45362;2026-03-12\|118.42\|3.40\|116.82\|119.50\|113.78\|48117;2026-03-13\|133.00\|12.31\|116.16\|142.10\|114.18\|81876;2026-03-16\|139.06\|4.56\|129.10\|140.50\|122.23\|84297;2026-03-17\|128.70\|-7.45\|137.93\|138.00\|126.12\|81339;2026-03-18\|131.53\|2.20\|129.83\|135.99\|125.00\|69854;2026-03-19\|139.40\|5.98\|128.02\|148.00\|128.02\|75730;2026-03-20\|146.30\|4.95\|137.00\|155.89\|135.60\|75882;2026-03-23\|133.02\|-9.08\|140.00\|142.49\|128.94\|74466;2026-03-24\|157.00\|18.03\|137.20\|159.62\|132.00\|85477;2026-03-25\|152.00\|-3.18\|156.22\|169.99\|150.28\|93935;2026-03-26\|148.37\|-2.39\|151.50\|162.00\|147.77\|75422;2026-03-27\|138.92\|-6.37\|142.86\|146.88\|137.66\|101968;2026-03-30\|132.72\|-4.46\|135.62\|137.60\|132.50\|66047;2026-03-31\|129.78\|-2.22\|132.60\|135.59\|127.50\|64513;2026-04-01\|133.54\|2.90\|135.68\|135.98\|128.60\|65032;2026-04-02\|119.17\|-10.76\|130.00\|130.00\|117.58\|111001;2026-04-03\|123.26\|3.43\|119.10\|125.95\|117.58\|72770;2026-04-07\|128.80\|4.49\|125.51\|133.33\|124.00\|71296;2026-04-08\|130.50\|1.32\|130.00\|134.17\|123.12\|119568;2026-04-09\|134.16\|2.80\|129.94\|139.98\|128.64\|82082;2026-04-10\|136.95\|2.08\|133.00\|142.28\|132.00\|84086;2026-04-13\|142.57\|4.10\|135.70\|146.30\|134.01\|88639;2026-04-14\|159.60\|11.95\|145.05\|165.80\|142.00\|97330;2026-04-15\|162.98\|2.12\|161.90\|169.96\|156.25\|96569;2026-04-16\|154.35\|-5.30\|159.00\|160.80\|150.95\|90703;2026-04-17\|148.50\|-3.79\|153.77\|154.33\|147.90\|82106;2026-04-20\|148.95\|0.30\|150.24\|151.80\|146.28\|67386;2026-04-21\|152.61\|2.46\|147.20\|152.90\|142.00\|85988;2026-04-22\|159.94\|4.80\|150.35\|163.06\|148.00\|92934;2026-04-23\|147.12\|-8.02\|158.22\|159.79\|142.06\|87951;2026-04-24\|160.86\|9.34\|146.16\|162.95\|144.01\|96335;2026-04-27\|172.10\|6.99\|160.00\|176.00\|153.80\|80601;2026-04-28\|172.75\|0.38\|178.00\|185.97\|172.00\|80876;2026-04-29\|175.10\|1.36\|167.51\|179.93\|167.51\|70693;2026-04-30\|174.19\|-0.52\|174.60\|180.65\|167.00\|63503;2026-05-06\|188.00\|7.93\|176.62\|199.71\|175.38\|87606;2026-05-07\|190.00\|1.06\|188.00\|191.00\|181.55\|62548;2026-05-08\|183.01\|-3.68\|183.00\|188.68\|179.32\|54359;2026-05-11\|187.40\|2.57\|184.00\|188.95\|178.88\|56710;2026-05-12\|197.75\|5.52\|184.70\|199.27\|178.00\|91124;2026-05-13\|201.50\|1.90\|188.00\|205.44\|185.47\|74590;2026-05-14\|180.60\|-10.37\|201.45\|201.52\|180.00\|59784;2026-05-15\|181.50\|0.50\|181.00\|189.60\|173.44\|70542;2026-05-18\|181.95\|0.25\|177.01\|183.00\|173.50\|42089;2026-05-19\|185.50\|1.95\|181.01\|188.48\|175.63\|45742;2026-05-20\|186.95\|0.78\|184.70\|194.68\|181.45\|48113;2026-05-21\|183.00\|-2.11\|189.97\|200.00\|180.18\|58012;2026-05-22\|201.93\|10.34\|186.00\|209.70\|184.00\|92010;2026-05-25\|197.30\|-2.29\|208.00\|215.44\|192.50\|98950;2026-05-26\|202.25\|2.51\|198.91\|206.60\|187.00\|81957;2026-05-27\|216.30\|6.95\|202.50\|219.90\|196.60\|106735;2026-05-28\|233.00\|7.72\|212.72\|238.98\|210.00\|89461;2026-05-29\|239.00\|2.58\|234.66\|255.00\|226.01\|88186;2026-06-01\|216.55\|-9.39\|236.61\|236.61\|210.00\|85775;2026-06-02\|238.92\|10.33\|216.55\|242.00\|203.66\|78246;2026-06-03\|228.70\|-4.28\|234.15\|250.00\|223.02\|70435;2026-06-04\|247.00\|8.00\|220.02\|253.55\|220.02\|63560;2026-06-05\|236.10\|-4.41\|243.01\|257.90\|235.83\|65198;2026-06-08\|253.55\|7.39\|219.94\|263.80\|216.00\|84036;2026-06-09\|295.00\|16.35\|264.00\|298.79\|253.58\|92040;2026-06-10\|289.90\|-1.73\|285.01\|299.00\|278.80\|77285;2026-06-11\|305.50\|5.38\|286.00\|315.00\|278.00\|73585;2026-06-12\|297.19\|-2.72\|316.00\|342.18\|293.66\|87928;2026-06-15\|338.30\|13.83\|296.39\|339.80\|285.01\|80020;2026-06-16\|356.44\|5.36\|330.00\|375.00\|330.00\|78033;2026-06-17\|395.01\|10.82\|349.90\|409.90\|349.90\|81752;2026-06-18\|397.00\|0.50\|389.87\|399.00\|375.00\|79374;2026-06-22\|375.65\|-5.38\|393.03\|395.80\|357.74\|90390;2026-06-23\|333.00\|-11.35\|371.90\|371.90\|331.81\|81613;2026-06-24\|361.88\|8.67\|337.72\|363.00\|337.72\|75407;2026-06-25\|379.98\|5.00\|367.00\|385.53\|351.03\|69062;2026-06-26\|410.10\|7.93\|383.81\|439.82\|361.80\|84978;2026-06-29\|375.00\|-8.56\|407.00\|426.00\|358.01\|89827;2026-06-30\|380.04\|1.34\|365.00\|389.04\|358.00\|64937;2026-07-01\|360.00\|-5.27\|381.69\|400.00\|355.00\|70624;2026-07-02\|353.00\|-1.94\|341.76\|375.99\|341.76\|56333;2026-07-03\|371.22\|5.16\|349.53\|384.53\|332.10\|81292;2026-07-06\|340.12\|-8.38\|377.00\|382.00\|321.80\|80763;2026-07-07\|338.00\|-0.62\|337.61\|348.60\|330.00\|50248;2026-07-08\|319.50\|-5.47\|344.75\|353.00\|319.50\|55594;2026-07-09\|351.23\|9.93\|325.97\|351.96\|325.97\|68255;2026-07-10\|332.00\|-5.48\|353.33\|366.25\|331.00\|5469839
114560	全球最大PPE树脂产区停产，PCB材料持续涨价	PPO树脂+覆铜板上游+江西产能行业原因： 1、据央视财经，沙特的朱拜勒工业区此前供应了全球大约70%的PPE树脂。但在今年3月底，由于霍尔木兹海峡航运受阻，相关工厂就已经停产。树脂是制造印刷电路板的重要材料，其中，PPE树脂主要用于高端产品。 2、据央视财经，今年以来，算力需求爆发，带动电子布价格大幅上涨。截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月12日机构调研，公司自主开发的聚苯醚树脂PPO具有极好的介电性能，已通过部分客户认证测试，正在积极商业化推广中。 2、据2025年6月27日招股说明书及2026年6月3日互动易，公司主营覆铜板用电子树脂，已进入建滔集团、生益科技、南亚新材等全球知名覆铜板厂商供应链。 3、据2026年5月12日机构调研，全资子公司江西同宇自2024年7月投产后产销量快速增长，2025年销售数量达28,819.93吨，同比增长633.23%，产能持续爬坡。	2025-07上市	2026-03-03\|202.41\|-9.15\|225.03\|226.90\|202.02\|20228;2026-03-04\|203.00\|0.29\|198.88\|206.34\|197.12\|14144;2026-03-05\|201.66\|-0.66\|208.03\|210.49\|199.40\|15167;2026-03-06\|196.75\|-2.43\|199.72\|202.80\|196.66\|13118;2026-03-09\|186.60\|-5.16\|193.01\|193.02\|179.05\|16232;2026-03-10\|199.80\|7.07\|189.21\|204.16\|189.21\|17556;2026-03-11\|198.20\|-0.80\|200.36\|208.86\|197.81\|13621;2026-03-12\|195.36\|-1.43\|199.00\|201.44\|193.33\|8222;2026-03-13\|196.13\|0.39\|195.39\|199.28\|192.50\|9094;2026-03-16\|199.38\|1.66\|195.10\|199.57\|193.00\|9106;2026-03-17\|189.10\|-5.16\|204.44\|207.00\|189.10\|12063;2026-03-18\|193.33\|2.24\|189.12\|193.66\|189.12\|6728;2026-03-19\|182.86\|-5.42\|189.89\|189.89\|182.00\|9703;2026-03-20\|178.66\|-2.30\|184.88\|187.10\|178.66\|9720;2026-03-23\|165.62\|-7.30\|173.60\|174.87\|164.50\|11129;2026-03-24\|172.12\|3.92\|168.49\|172.49\|165.15\|8593;2026-03-25\|175.88\|2.18\|172.90\|177.30\|172.90\|7755;2026-03-26\|171.90\|-2.26\|175.00\|178.20\|170.80\|5421;2026-03-27\|174.15\|1.31\|169.65\|175.58\|168.58\|5431;2026-03-30\|174.36\|0.12\|171.05\|175.50\|170.36\|3939;2026-03-31\|169.00\|-3.07\|173.39\|175.00\|168.68\|4375;2026-04-01\|176.49\|4.43\|173.03\|179.50\|173.03\|7844;2026-04-02\|170.52\|-3.38\|175.01\|176.44\|169.63\|5380;2026-04-03\|176.60\|3.57\|171.27\|179.28\|169.43\|6977;2026-04-07\|211.92\|20.00\|195.20\|211.92\|195.20\|24959;2026-04-08\|229.50\|8.30\|227.00\|242.88\|216.00\|46761;2026-04-09\|233.90\|1.92\|229.37\|240.30\|224.91\|28417;2026-04-10\|238.00\|1.75\|236.77\|245.00\|226.10\|25986;2026-04-13\|244.99\|2.94\|234.40\|248.99\|232.13\|25894;2026-04-14\|225.29\|-8.04\|245.15\|247.99\|224.21\|26233;2026-04-15\|222.23\|-1.36\|227.63\|237.00\|220.67\|19993;2026-04-16\|222.25\|0.01\|221.99\|232.77\|218.60\|15377;2026-04-17\|221.90\|-0.16\|222.23\|228.50\|219.39\|17187;2026-04-20\|216.38\|-2.49\|220.00\|220.00\|214.00\|15383;2026-04-21\|213.50\|-1.33\|217.80\|220.00\|212.58\|14184;2026-04-22\|216.74\|1.52\|212.58\|217.99\|212.43\|11993;2026-04-23\|214.10\|-1.22\|218.80\|219.27\|211.88\|14476;2026-04-24\|228.98\|6.95\|219.30\|238.17\|216.32\|29707;2026-04-27\|240.40\|4.99\|231.00\|253.99\|230.00\|24638;2026-04-28\|256.83\|6.83\|239.00\|256.83\|236.80\|23632;2026-04-29\|257.72\|0.35\|251.46\|265.65\|247.00\|22887;2026-04-30\|249.10\|-3.34\|252.60\|254.67\|247.01\|15284;2026-05-06\|251.47\|0.95\|248.01\|255.50\|246.05\|17071;2026-05-07\|263.79\|4.90\|249.00\|268.57\|248.88\|16359;2026-05-08\|259.50\|-1.63\|259.00\|261.68\|253.90\|12295;2026-05-11\|258.00\|-0.58\|263.00\|263.89\|255.59\|11958;2026-05-12\|260.99\|1.16\|257.20\|262.20\|251.21\|12420;2026-05-13\|270.91\|3.80\|257.91\|279.58\|254.99\|22046;2026-05-14\|262.30\|-3.18\|268.21\|273.34\|258.00\|17200;2026-05-15\|253.95\|-3.18\|267.01\|278.40\|250.71\|15555;2026-05-18\|256.11\|0.85\|251.00\|262.80\|250.70\|12124;2026-05-19\|260.82\|1.84\|253.00\|261.52\|247.58\|11599;2026-05-20\|265.82\|1.92\|260.50\|268.68\|256.12\|12136;2026-05-21\|246.80\|-7.16\|265.88\|273.20\|246.68\|14122;2026-05-22\|264.51\|7.18\|252.66\|269.37\|251.74\|16139;2026-05-25\|262.60\|-0.72\|269.80\|273.37\|260.52\|12491;2026-05-26\|261.45\|-0.44\|263.78\|267.84\|255.22\|13928;2026-05-27\|271.50\|3.84\|272.51\|289.00\|262.21\|21593;2026-05-28\|286.50\|5.52\|268.00\|288.88\|268.00\|23077;2026-05-29\|254.93\|-11.02\|281.34\|287.70\|252.41\|25069;2026-06-01\|244.80\|-3.97\|254.55\|259.79\|242.31\|14169;2026-06-02\|256.52\|4.79\|246.29\|259.78\|240.00\|14011;2026-06-03\|245.00\|-4.49\|257.21\|265.88\|241.50\|17608;2026-06-04\|246.13\|0.46\|241.46\|250.60\|241.01\|11177;2026-06-05\|239.01\|-2.89\|243.67\|245.45\|228.00\|13687;2026-06-08\|230.56\|-3.54\|233.82\|240.40\|226.88\|11016;2026-06-09\|276.67\|20.00\|254.00\|276.67\|252.64\|23840;2026-06-10\|299.50\|8.25\|282.02\|315.96\|282.02\|42152;2026-06-11\|304.22\|1.58\|295.06\|311.04\|286.00\|34547;2026-06-12\|279.01\|-8.29\|295.00\|303.66\|277.33\|29327;2026-06-15\|320.66\|14.93\|284.04\|327.40\|283.76\|32822;2026-06-16\|334.50\|4.32\|314.25\|350.08\|307.00\|34375;2026-06-17\|353.88\|5.79\|325.00\|355.50\|323.36\|29725;2026-06-18\|402.31\|13.69\|350.18\|412.19\|347.80\|30275;2026-06-22\|412.00\|2.41\|408.99\|445.00\|400.00\|30181;2026-06-23\|386.49\|-6.19\|401.05\|407.99\|383.67\|20437;2026-06-24\|399.75\|3.43\|383.81\|406.04\|381.00\|20027;2026-06-25\|279.99\|-1.40\|284.76\|287.76\|272.00\|27183;2026-06-26\|265.88\|-5.04\|274.00\|279.99\|261.00\|27497;2026-06-29\|242.22\|-8.90\|269.69\|269.77\|233.43\|29376;2026-06-30\|250.16\|3.28\|241.98\|253.00\|238.00\|20394;2026-07-01\|244.50\|-2.26\|250.16\|254.31\|241.68\|18225;2026-07-02\|232.28\|-5.00\|235.56\|244.99\|231.11\|16755;2026-07-03\|224.32\|-3.43\|230.00\|233.28\|223.17\|13761;2026-07-06\|232.80\|3.78\|230.01\|262.00\|229.68\|27935;2026-07-07\|230.54\|-0.97\|231.01\|238.29\|226.02\|19962;2026-07-08\|219.70\|-4.70\|235.00\|236.40\|218.00\|18394;2026-07-09\|226.30\|3.00\|224.10\|226.95\|212.26\|17835;2026-07-10\|215.80\|-4.64\|229.00\|238.61\|215.55\|19066
114559	全球最大PPE树脂产区停产，PCB材料持续涨价	一季度预增+人形机器人+数控刀具 1、据2026年3月28日公告，公司预计2026年第一季度归母净利润1.8–2.2亿元，同比增长2248.89%–2770.86%，因数控刀片及刀具产业园产能利用率提升、产品提价，毛利率与净利率同比显著改善。 2、据2025年5月28日互动易，公司旋风铣刀具、齿轮滚刀已小批量供货人形机器人丝杠、减速器等核心部件。 3、据2025年年度报告及2025年9月投资者关系纪要，公司主营数控刀片、整体硬质合金刀具及锯齿刀片，锯齿刀片产量国内最大，并持续向航空航天、新能源装备等高端领域拓展。	1、公司拟斥资4.25亿元控股永鑫精工，延伸PCB刀具产业链布局； 2、公司开发的旋风铣刀具、齿轮的滚齿刀具等是机器人传动系统核心部件的关键加工工具，适配滚珠丝杠、行星滚柱丝杠等高精度丝杠以及高精密齿轮的加工需求	2026-03-03\|77.35\|-2.06\|79.11\|83.55\|75.32\|120695;2026-03-04\|75.60\|-2.26\|73.63\|80.52\|73.51\|89446;2026-03-05\|78.40\|3.70\|77.11\|80.60\|76.23\|113784;2026-03-06\|76.80\|-2.04\|79.97\|81.00\|76.03\|87099;2026-03-09\|85.00\|10.68\|76.81\|85.00\|75.41\|137271;2026-03-10\|95.31\|12.13\|85.80\|95.97\|85.62\|99791;2026-03-11\|92.61\|-2.83\|97.22\|99.02\|89.31\|125995;2026-03-12\|88.05\|-4.92\|90.94\|95.95\|85.00\|123164;2026-03-13\|93.38\|6.05\|89.81\|95.81\|86.31\|165667;2026-03-16\|97.15\|4.04\|93.88\|98.50\|85.41\|144971;2026-03-17\|90.01\|-7.35\|98.50\|98.50\|89.50\|91587;2026-03-18\|94.02\|4.46\|92.00\|95.97\|89.39\|74521;2026-03-19\|85.10\|-9.49\|92.00\|92.87\|84.00\|105561;2026-03-20\|82.80\|-2.70\|85.00\|87.18\|81.12\|96380;2026-03-23\|73.09\|-11.73\|80.00\|80.95\|72.13\|122124;2026-03-24\|76.70\|4.94\|76.00\|77.00\|73.01\|98565;2026-03-25\|81.70\|6.52\|79.00\|82.12\|78.16\|111567;2026-03-26\|78.20\|-4.28\|81.00\|81.99\|77.18\|66186;2026-03-27\|79.55\|1.73\|74.99\|82.00\|74.00\|96260;2026-03-30\|94.98\|19.40\|95.46\|95.46\|88.98\|405971;2026-03-31\|78.22\|-17.65\|89.57\|89.78\|78.22\|307274;2026-04-01\|85.76\|9.64\|82.48\|87.72\|81.46\|205114;2026-04-02\|83.24\|-2.94\|83.40\|84.51\|81.00\|105898;2026-04-03\|84.73\|1.79\|84.50\|87.35\|82.71\|82896;2026-04-07\|84.99\|0.31\|85.12\|87.87\|82.00\|90836;2026-04-08\|90.90\|6.95\|87.80\|92.58\|85.58\|122298;2026-04-09\|98.59\|8.46\|89.15\|101.80\|89.11\|124207;2026-04-10\|95.40\|-3.24\|100.00\|101.00\|93.30\|135414;2026-04-13\|94.86\|-0.57\|94.61\|97.58\|93.01\|109162;2026-04-14\|99.80\|5.21\|96.46\|103.99\|92.60\|152195;2026-04-15\|97.52\|-2.28\|100.00\|100.25\|94.80\|113352;2026-04-16\|104.00\|6.64\|95.55\|104.99\|95.55\|118614;2026-04-17\|114.00\|9.62\|101.91\|116.99\|101.86\|128735;2026-04-20\|98.07\|-13.97\|110.00\|111.88\|96.00\|294702;2026-04-21\|95.89\|-2.22\|95.00\|97.98\|92.01\|124319;2026-04-22\|99.12\|3.37\|95.90\|100.00\|94.91\|133211;2026-04-23\|92.28\|-6.90\|98.00\|99.23\|87.01\|178487;2026-04-24\|92.65\|0.40\|92.55\|93.99\|90.35\|85378;2026-04-27\|90.11\|-2.74\|89.50\|91.25\|85.25\|124321;2026-04-28\|86.66\|-3.83\|89.08\|89.99\|86.01\|98849;2026-04-29\|93.87\|8.32\|86.94\|94.91\|86.71\|155728;2026-04-30\|95.64\|1.89\|93.87\|97.84\|93.01\|127773;2026-05-06\|98.50\|2.99\|96.19\|100.88\|96.00\|128905;2026-05-07\|102.18\|3.74\|98.42\|104.08\|96.55\|130504;2026-05-08\|99.66\|-2.47\|99.39\|101.52\|97.04\|109900;2026-05-11\|98.57\|-1.09\|99.68\|100.38\|96.00\|124761;2026-05-12\|108.21\|9.78\|98.45\|111.11\|94.00\|200397;2026-05-13\|112.58\|4.04\|104.34\|116.42\|104.10\|147701;2026-05-14\|108.30\|-3.80\|110.53\|114.80\|107.81\|93186;2026-05-15\|110.65\|2.17\|110.00\|114.11\|106.00\|99901;2026-05-18\|113.08\|2.20\|108.81\|113.94\|107.98\|91892;2026-05-19\|113.12\|0.04\|112.99\|114.00\|102.08\|104070;2026-05-20\|110.80\|-2.05\|119.39\|125.00\|107.52\|201818;2026-05-21\|114.00\|2.89\|109.00\|121.88\|106.88\|194050;2026-05-22\|132.00\|15.79\|116.00\|136.20\|115.33\|228363;2026-05-25\|132.13\|0.10\|136.99\|138.01\|124.03\|217080;2026-05-26\|139.88\|5.87\|126.00\|149.89\|121.45\|226666;2026-05-27\|145.20\|3.80\|134.02\|150.48\|134.02\|165751;2026-05-28\|157.55\|8.51\|145.00\|160.88\|139.86\|148033;2026-05-29\|147.15\|-6.60\|157.19\|170.88\|145.35\|161117;2026-06-01\|135.11\|-8.18\|143.54\|146.00\|133.23\|135276;2026-06-02\|138.58\|2.57\|135.87\|142.55\|132.00\|110470;2026-06-03\|148.00\|6.80\|135.87\|157.16\|135.00\|136615;2026-06-04\|159.75\|7.94\|144.20\|162.80\|144.20\|124152;2026-06-05\|151.83\|-4.96\|155.00\|163.78\|148.23\|106328;2026-06-08\|147.60\|-2.79\|136.00\|158.41\|136.00\|104064;2026-06-09\|155.29\|5.21\|151.28\|157.59\|143.58\|99097;2026-06-10\|139.02\|-10.48\|152.50\|152.99\|138.11\|109960;2026-06-11\|142.00\|2.14\|137.02\|143.80\|133.11\|97220;2026-06-12\|140.53\|-1.04\|145.99\|151.48\|139.51\|98736;2026-06-15\|162.01\|15.29\|145.00\|165.00\|141.80\|145274;2026-06-16\|164.95\|1.81\|164.00\|170.71\|156.99\|144759;2026-06-17\|174.47\|5.77\|160.01\|178.38\|160.01\|121193;2026-06-18\|188.56\|8.08\|170.28\|193.58\|169.00\|118100;2026-06-22\|200.73\|6.45\|194.00\|211.37\|183.50\|144124;2026-06-23\|180.28\|-10.19\|195.71\|195.82\|177.00\|116242;2026-06-24\|184.50\|2.34\|179.14\|187.58\|176.10\|92632;2026-06-25\|192.50\|4.34\|185.00\|197.69\|179.57\|94384;2026-06-26\|187.66\|-2.51\|190.00\|192.10\|177.50\|81792;2026-06-29\|176.80\|-5.79\|180.67\|187.77\|163.10\|92596;2026-06-30\|181.81\|2.83\|175.05\|187.00\|170.39\|80397;2026-07-01\|183.20\|0.76\|189.00\|192.08\|178.82\|92603;2026-07-02\|176.92\|-3.43\|170.05\|192.00\|165.30\|114408;2026-07-03\|172.00\|-2.78\|171.00\|186.00\|165.10\|93539;2026-07-06\|150.32\|-12.60\|174.40\|175.80\|147.77\|135705;2026-07-07\|145.55\|-3.17\|148.18\|152.50\|143.30\|86273;2026-07-08\|137.76\|-5.35\|147.00\|151.00\|137.41\|84359;2026-07-09\|144.62\|4.98\|140.31\|145.31\|135.02\|93460;2026-07-10\|133.00\|-8.03\|145.10\|150.95\|133.00\|10919288
114558	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：全球最大PPE树脂产区停产推升PCB材料价格，公司高温高延伸铜箔适配AI服务器高频高速PCB需求；涨停缘由：标准铜箔广泛用于PCB制造，江西赣州龙南子公司布局高端铜箔，高温高延伸铜箔满足AI服务器高密度互连PCB要求；资金逻辑：AI服务器硬件链补涨行情启动，铜箔作为关键基材获资金关注，融资余额环比增长，量能显著放大；风险提示：铜价波动影响毛利，高端铜箔良率与客户认证进度存在不确定性，AI服务器订单放量节奏尚待观察	公司标准铜箔产品用于 PCB 制造，在江西赣州龙南设立子公司布局高端铜箔领域，可应用于AI服务器的PCB；研发的高温高延伸铜箔，可满足常规及高密度互连印刷电路板需求	2026-03-03\|46.85\|0.97\|47.60\|49.70\|46.28\|343107;2026-03-04\|43.70\|-6.72\|46.18\|47.36\|43.49\|241068;2026-03-05\|44.66\|2.20\|44.57\|45.70\|43.44\|181177;2026-03-06\|46.10\|3.22\|44.10\|47.88\|43.10\|268121;2026-03-09\|41.96\|-8.98\|44.20\|44.51\|38.80\|416425;2026-03-10\|45.45\|8.32\|43.00\|45.60\|42.50\|302921;2026-03-11\|47.60\|4.73\|45.45\|49.49\|45.45\|504478;2026-03-12\|46.36\|-2.60\|47.60\|48.00\|45.62\|305064;2026-03-13\|44.53\|-3.95\|45.78\|47.55\|44.25\|336838;2026-03-16\|43.90\|-1.41\|44.43\|44.66\|42.06\|318806;2026-03-17\|40.08\|-8.70\|43.91\|44.29\|40.01\|353880;2026-03-18\|41.06\|2.45\|40.20\|41.60\|39.41\|208419;2026-03-19\|38.90\|-5.26\|39.92\|40.80\|38.62\|197184;2026-03-20\|38.91\|0.03\|39.56\|41.34\|38.90\|231408;2026-03-23\|36.28\|-6.76\|37.40\|38.32\|36.00\|258846;2026-03-24\|37.04\|2.09\|37.30\|37.51\|35.05\|186721;2026-03-25\|40.16\|8.42\|37.44\|40.95\|37.44\|327631;2026-03-26\|40.10\|-0.15\|40.09\|41.80\|38.90\|250474;2026-03-27\|41.63\|3.82\|40.17\|43.12\|38.89\|310991;2026-03-30\|43.42\|4.30\|42.40\|44.80\|41.12\|372638;2026-03-31\|41.48\|-4.47\|42.55\|43.20\|40.80\|238874;2026-04-01\|42.78\|3.13\|42.79\|43.00\|41.49\|207472;2026-04-02\|41.66\|-2.62\|42.25\|43.40\|41.34\|174226;2026-04-03\|41.21\|-1.08\|42.35\|42.48\|40.91\|139278;2026-04-07\|42.85\|3.98\|41.21\|44.30\|41.21\|257014;2026-04-08\|45.85\|7.00\|44.38\|46.33\|43.60\|299617;2026-04-09\|45.16\|-1.50\|45.36\|46.54\|44.90\|207989;2026-04-10\|45.98\|1.82\|45.45\|46.55\|44.42\|296578;2026-04-13\|46.29\|0.67\|45.46\|46.64\|43.68\|337351;2026-04-14\|48.05\|3.80\|46.76\|48.87\|44.81\|304252;2026-04-15\|48.60\|1.14\|50.17\|50.67\|48.39\|479729;2026-04-16\|49.20\|1.23\|49.17\|49.50\|47.36\|245685;2026-04-17\|50.06\|1.75\|49.20\|50.50\|48.65\|259956;2026-04-20\|49.77\|-0.58\|50.17\|50.65\|49.15\|241645;2026-04-21\|50.94\|2.35\|49.80\|52.50\|48.80\|352750;2026-04-22\|50.50\|-0.86\|50.70\|52.35\|50.12\|267732;2026-04-23\|47.00\|-6.93\|50.52\|50.70\|46.45\|407729;2026-04-24\|46.06\|-2.00\|47.05\|47.47\|45.81\|228819;2026-04-27\|48.17\|4.58\|46.30\|48.94\|46.09\|273328;2026-04-28\|48.61\|0.91\|48.50\|49.80\|46.45\|326364;2026-04-29\|51.10\|5.12\|47.99\|51.87\|47.38\|396362;2026-04-30\|50.18\|-1.80\|50.94\|51.29\|49.23\|315360;2026-05-06\|52.27\|4.17\|50.85\|53.78\|50.62\|547879;2026-05-07\|52.06\|-0.40\|51.85\|52.75\|50.80\|295620;2026-05-08\|50.00\|-3.96\|52.00\|52.00\|49.61\|365832;2026-05-11\|47.82\|-4.36\|50.01\|50.47\|46.81\|454350;2026-05-12\|48.63\|1.69\|47.87\|49.20\|46.33\|405462;2026-05-13\|49.05\|0.86\|47.89\|51.06\|46.80\|389934;2026-05-14\|46.50\|-5.20\|49.00\|49.18\|45.88\|418718;2026-05-15\|44.71\|-3.85\|46.58\|46.96\|44.24\|276421;2026-05-18\|45.10\|0.87\|44.02\|46.45\|43.75\|210523;2026-05-19\|45.30\|0.44\|44.80\|45.50\|43.41\|195385;2026-05-20\|46.35\|2.32\|44.99\|46.85\|44.22\|238100;2026-05-21\|42.64\|-8.00\|46.58\|46.83\|42.46\|288837;2026-05-22\|44.80\|5.07\|42.70\|45.38\|42.64\|237007;2026-05-25\|44.60\|-0.45\|45.18\|46.16\|43.79\|224692;2026-05-26\|46.39\|4.01\|44.70\|46.77\|43.50\|347078;2026-05-27\|44.31\|-4.48\|46.42\|46.50\|43.83\|250275;2026-05-28\|47.07\|6.23\|44.49\|47.79\|43.52\|405659;2026-05-29\|48.75\|3.57\|47.50\|51.25\|47.50\|534625;2026-06-01\|45.80\|-6.05\|48.99\|49.43\|45.78\|397691;2026-06-02\|47.54\|3.80\|46.01\|48.31\|44.61\|347842;2026-06-03\|48.28\|1.56\|47.20\|50.24\|46.03\|371976;2026-06-04\|46.57\|-3.54\|47.16\|48.25\|46.28\|326846;2026-06-05\|45.04\|-3.29\|46.02\|47.31\|44.48\|310393;2026-06-08\|43.45\|-3.53\|42.53\|45.38\|41.50\|267133;2026-06-09\|48.96\|12.68\|44.38\|49.19\|44.02\|456892;2026-06-10\|50.80\|3.76\|48.88\|52.10\|48.23\|487234;2026-06-11\|52.15\|2.66\|50.00\|52.45\|49.52\|366804;2026-06-12\|57.87\|10.97\|53.00\|60.60\|52.76\|652528;2026-06-15\|66.79\|15.41\|59.62\|67.36\|59.00\|632965;2026-06-16\|70.90\|6.15\|67.93\|71.80\|66.00\|595715;2026-06-17\|47.45\|-3.02\|46.59\|51.15\|46.59\|957529;2026-06-18\|47.18\|-0.57\|46.50\|48.96\|45.35\|734360;2026-06-22\|47.30\|0.25\|47.01\|48.70\|45.75\|650471;2026-06-23\|42.77\|-9.58\|46.51\|46.80\|42.30\|726911;2026-06-24\|44.85\|4.86\|42.83\|45.27\|42.73\|566965;2026-06-25\|45.19\|0.76\|44.59\|46.20\|43.11\|494614;2026-06-26\|42.45\|-6.06\|44.65\|45.06\|42.08\|434346;2026-06-29\|40.49\|-4.62\|42.17\|43.78\|39.24\|442369;2026-06-30\|44.00\|8.67\|40.70\|44.51\|40.00\|475727;2026-07-01\|41.84\|-4.91\|43.99\|45.44\|41.48\|609638;2026-07-02\|40.33\|-3.61\|40.85\|42.68\|39.47\|427208;2026-07-03\|39.27\|-2.63\|40.10\|41.53\|39.16\|399205;2026-07-06\|38.26\|-2.57\|39.51\|40.88\|37.87\|345218;2026-07-07\|36.82\|-3.76\|38.17\|38.88\|36.31\|321199;2026-07-08\|35.00\|-4.94\|37.42\|37.50\|35.00\|335498;2026-07-09\|34.97\|-0.09\|35.18\|35.68\|32.90\|404354;2026-07-10\|33.61\|-3.89\|35.37\|36.80\|33.60\|44135327
114557	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：碳酸锂价格10日涨超8%至17万元/吨，广发证券测算PET复合铜箔载体铜箔潜在市场规模达6500万平米；公司为国内电子电路铜箔核心供应商，已切入头部电池厂供应链；涨停缘由：锂电池材料成本敏感度提升，PET复合铜箔兼具降本与安全优势；宁德时代等客户验证进展顺利，2026年H1有望进入批量供货阶段；资金逻辑：资金押注新材料放量前夜，4月21日及27日连续涨停，主力净流入超2.46亿元，量能显著放大；风险提示：PET复合铜箔良率与成本控制仍处爬坡期，下游大规模应用尚需时间验证，短期存在题材炒作退潮风险	公司产品电子电路铜箔是制作覆铜板和PCB的重要基础原材料	2026-03-03\|37.45\|-1.60\|39.10\|39.45\|37.28\|436870;2026-03-04\|35.87\|-4.22\|36.71\|37.29\|35.70\|358449;2026-03-05\|35.30\|-1.59\|36.99\|37.18\|34.84\|300378;2026-03-06\|35.48\|0.51\|34.88\|35.99\|34.30\|241184;2026-03-09\|33.50\|-5.58\|34.89\|35.00\|32.05\|323166;2026-03-10\|35.69\|6.54\|34.51\|36.21\|33.81\|339601;2026-03-11\|39.40\|10.40\|36.76\|41.00\|36.10\|751586;2026-03-12\|40.20\|2.03\|42.41\|42.50\|39.55\|583559;2026-03-13\|39.28\|-2.29\|40.17\|40.69\|38.72\|320860;2026-03-16\|40.89\|4.10\|39.62\|41.41\|38.83\|423348;2026-03-17\|38.85\|-4.99\|40.85\|41.00\|38.81\|365921;2026-03-18\|39.25\|1.03\|39.46\|40.10\|31.60\|244104;2026-03-19\|36.95\|-5.86\|39.21\|39.21\|36.68\|259315;2026-03-20\|36.04\|-2.46\|37.54\|37.99\|35.98\|224224;2026-03-23\|34.35\|-4.69\|35.52\|36.65\|34.02\|267631;2026-03-24\|37.19\|8.27\|35.00\|37.30\|33.90\|343362;2026-03-25\|37.64\|1.21\|37.76\|38.43\|36.81\|266354;2026-03-26\|38.05\|1.09\|37.90\|39.50\|37.12\|274955;2026-03-27\|38.70\|1.71\|37.50\|40.35\|36.43\|310106;2026-03-30\|40.24\|3.98\|38.24\|40.74\|37.96\|331104;2026-03-31\|38.95\|-3.21\|39.97\|40.13\|38.23\|239723;2026-04-01\|39.55\|1.54\|39.90\|41.15\|39.00\|297335;2026-04-02\|38.16\|-3.51\|39.07\|39.65\|37.72\|207164;2026-04-03\|37.81\|-0.92\|38.40\|39.49\|37.80\|176074;2026-04-07\|39.50\|4.47\|38.79\|40.60\|38.26\|365170;2026-04-08\|41.19\|4.28\|40.87\|41.19\|39.31\|363748;2026-04-09\|44.99\|9.23\|40.85\|45.77\|40.60\|518804;2026-04-10\|43.76\|-2.73\|44.55\|45.22\|43.43\|416505;2026-04-13\|45.40\|3.75\|43.40\|46.10\|43.33\|443989;2026-04-14\|45.85\|0.99\|45.95\|47.48\|44.45\|446253;2026-04-15\|47.06\|2.64\|46.92\|49.00\|46.50\|464197;2026-04-16\|47.92\|1.83\|46.99\|48.18\|46.15\|285437;2026-04-17\|50.28\|4.92\|47.90\|51.47\|47.40\|406134;2026-04-20\|52.86\|5.13\|50.66\|54.27\|50.22\|387603;2026-04-21\|60.81\|15.04\|52.30\|62.68\|51.66\|549600;2026-04-22\|64.27\|5.69\|61.99\|65.82\|61.30\|479089;2026-04-23\|63.38\|-1.38\|65.56\|66.63\|61.69\|453780;2026-04-24\|60.26\|-4.92\|63.00\|63.37\|58.91\|451534;2026-04-27\|67.50\|12.01\|63.27\|69.11\|62.09\|601141;2026-04-28\|67.69\|0.28\|67.02\|70.79\|66.30\|475760;2026-04-29\|72.00\|6.37\|67.72\|73.61\|67.24\|546553;2026-04-30\|75.20\|4.44\|70.00\|76.34\|69.50\|543321;2026-05-06\|90.24\|20.00\|77.08\|90.24\|76.04\|442030;2026-05-07\|92.74\|2.77\|89.02\|94.80\|84.65\|490356;2026-05-08\|94.60\|2.01\|90.60\|97.50\|89.29\|451656;2026-05-11\|92.87\|-1.83\|94.14\|97.60\|88.70\|561254;2026-05-12\|93.88\|1.09\|92.00\|95.05\|90.82\|399156;2026-05-13\|102.16\|8.82\|92.00\|105.49\|90.20\|431117;2026-05-14\|93.88\|-8.10\|96.06\|99.68\|93.75\|477760;2026-05-15\|91.71\|-2.31\|95.12\|95.50\|89.15\|384550;2026-05-18\|96.81\|5.56\|92.40\|99.89\|90.08\|352086;2026-05-19\|100.39\|3.70\|97.03\|102.23\|96.50\|317858;2026-05-20\|109.60\|9.17\|100.00\|111.37\|97.11\|362750;2026-05-21\|98.25\|-10.36\|109.99\|111.89\|97.87\|400212;2026-05-22\|108.50\|10.43\|98.25\|112.99\|98.25\|399309;2026-05-25\|108.28\|-0.20\|110.60\|113.90\|105.19\|345281;2026-05-26\|107.32\|-0.80\|106.00\|110.00\|102.77\|333655;2026-05-27\|105.30\|-1.88\|110.99\|111.68\|103.60\|322245;2026-05-28\|119.52\|13.50\|105.97\|124.00\|103.50\|546635;2026-05-29\|125.62\|5.10\|119.59\|135.70\|118.51\|538267;2026-06-01\|128.53\|2.32\|124.00\|132.29\|118.00\|467381;2026-06-02\|127.02\|-1.17\|125.00\|128.87\|118.89\|455962;2026-06-03\|124.53\|-1.96\|120.95\|129.29\|117.20\|471448;2026-06-04\|122.31\|-1.78\|121.02\|124.61\|115.50\|365813;2026-06-05\|119.50\|-2.30\|117.73\|125.00\|115.10\|340890;2026-06-08\|123.08\|3.00\|111.58\|127.10\|111.58\|343871;2026-06-09\|136.80\|11.15\|128.00\|138.87\|125.00\|394528;2026-06-10\|137.10\|0.22\|132.58\|140.55\|129.59\|333692;2026-06-11\|133.57\|-2.57\|137.00\|139.39\|129.66\|339977;2026-06-12\|138.26\|3.51\|139.00\|148.26\|135.23\|397681;2026-06-15\|161.07\|16.50\|144.00\|162.20\|143.87\|370062;2026-06-16\|169.63\|5.31\|161.00\|178.88\|159.08\|419966;2026-06-17\|162.80\|-4.03\|166.00\|175.75\|156.80\|476453;2026-06-18\|160.90\|-1.17\|158.00\|164.90\|154.66\|357602;2026-06-22\|164.12\|2.00\|164.10\|171.58\|154.02\|421351;2026-06-23\|140.08\|-14.65\|162.00\|162.00\|138.78\|514797;2026-06-24\|144.00\|2.80\|142.88\|148.55\|141.16\|403920;2026-06-25\|152.55\|5.94\|143.00\|155.56\|140.33\|384122;2026-06-26\|155.30\|1.80\|147.07\|156.22\|143.53\|391004;2026-06-29\|139.45\|-10.21\|155.00\|161.50\|133.03\|446118;2026-06-30\|143.85\|3.16\|141.96\|146.30\|138.21\|358608;2026-07-01\|155.02\|7.76\|141.50\|164.38\|141.41\|475018;2026-07-02\|145.61\|-6.07\|145.69\|161.97\|139.80\|344887;2026-07-03\|153.10\|5.14\|147.56\|161.31\|145.57\|364002;2026-07-06\|132.30\|-13.59\|155.00\|156.44\|131.00\|414951;2026-07-07\|126.40\|-4.46\|131.04\|135.38\|124.86\|312153;2026-07-08\|118.17\|-6.51\|128.17\|131.17\|117.35\|352034;2026-07-09\|120.99\|2.39\|120.00\|121.00\|111.58\|333742;2026-07-10\|116.52\|-3.69\|121.60\|124.60\|116.16\|269971
114556	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：PCB材料涨价推动良率管控升级，3D AOI设备在FPC/HDI等高难度基板检测中加速渗透；涨停缘由：PPE树脂停产致高端PCB材料供应趋紧，FPC软板、HDI高密板等高附加值产品良率要求提升；公司3D锡膏检测及AOI设备适配多类型PCB，已服务富士康、海康威视等头部客户，SMT智能化检测需求爆发；资金逻辑：设备类标的获资金避险偏好，思泰克主力资金连续两日净流入，盘中多次出现万手级买单，筹码结构优化；风险提示：设备验收周期较长，收入确认节奏波动较大；下游电子制造厂资本开支受终端需求影响存在周期性	公司主营产品 3D 锡膏印刷检测设备及 3D 自动光学检测设备，应用于各类 PCB 的 SMT 生产线品质检测环节，能满足 FPC 软板、HDI 高密板等不同 PCB 检测需求，服务于富士康、海康威视等厂商	2026-03-03\|54.40\|-1.36\|54.94\|57.25\|54.25\|81279;2026-03-04\|55.49\|2.00\|53.04\|56.56\|53.04\|64499;2026-03-05\|56.93\|2.60\|57.20\|58.38\|55.78\|66610;2026-03-06\|56.65\|-0.49\|56.39\|57.38\|55.33\|47986;2026-03-09\|56.25\|-0.71\|54.50\|56.50\|53.80\|46598;2026-03-10\|60.26\|7.13\|56.99\|61.84\|56.99\|80411;2026-03-11\|61.08\|1.36\|59.09\|63.70\|59.09\|94401;2026-03-12\|59.04\|-3.34\|60.47\|60.90\|58.40\|57360;2026-03-13\|57.07\|-3.34\|58.30\|58.79\|56.66\|43902;2026-03-16\|56.95\|-0.21\|56.80\|57.25\|55.25\|35849;2026-03-17\|52.84\|-7.22\|57.28\|57.36\|52.70\|48003;2026-03-18\|54.42\|2.99\|52.98\|54.99\|52.85\|42720;2026-03-19\|53.29\|-2.08\|53.88\|54.56\|52.88\|39850;2026-03-20\|51.18\|-3.96\|54.01\|54.79\|51.10\|46963;2026-03-23\|47.10\|-7.97\|50.07\|51.00\|46.72\|56251;2026-03-24\|48.62\|3.23\|48.24\|48.84\|47.10\|44983;2026-03-25\|49.76\|2.34\|49.06\|50.77\|49.06\|32437;2026-03-26\|47.93\|-3.68\|49.53\|49.89\|47.60\|31808;2026-03-27\|47.74\|-0.40\|47.21\|48.42\|47.02\|26696;2026-03-30\|49.04\|2.72\|46.75\|49.39\|46.75\|30982;2026-03-31\|47.00\|-4.16\|49.01\|49.02\|46.90\|30419;2026-04-01\|50.48\|7.40\|48.40\|50.61\|48.27\|50786;2026-04-02\|48.84\|-3.25\|50.00\|50.47\|48.48\|31937;2026-04-03\|50.00\|2.38\|49.27\|50.95\|49.05\|43192;2026-04-07\|49.90\|-0.20\|49.88\|51.12\|49.50\|39355;2026-04-08\|53.85\|7.92\|51.30\|54.18\|50.99\|62863;2026-04-09\|53.81\|-0.07\|53.21\|55.18\|53.02\|46353;2026-04-10\|53.40\|-0.76\|54.29\|54.60\|53.30\|37550;2026-04-13\|55.14\|3.26\|53.10\|55.50\|52.60\|40400;2026-04-14\|55.50\|0.65\|55.50\|56.40\|54.80\|42727;2026-04-15\|55.20\|-0.54\|55.05\|56.56\|54.91\|36728;2026-04-16\|55.40\|0.36\|54.98\|55.87\|54.30\|42633;2026-04-17\|57.11\|3.09\|55.44\|57.47\|55.40\|49877;2026-04-20\|56.00\|-1.94\|57.12\|57.73\|55.61\|44783;2026-04-21\|56.60\|1.07\|55.60\|57.06\|55.18\|39634;2026-04-22\|57.01\|0.72\|56.51\|57.07\|55.86\|36506;2026-04-23\|54.76\|-3.95\|56.99\|57.10\|54.25\|46696;2026-04-24\|54.12\|-1.17\|54.66\|55.29\|53.78\|30127;2026-04-27\|55.55\|2.64\|54.02\|56.78\|54.02\|41337;2026-04-28\|54.08\|-2.65\|55.55\|55.78\|53.66\|30129;2026-04-29\|55.89\|3.35\|54.93\|56.88\|54.93\|47099;2026-04-30\|56.97\|1.93\|55.90\|57.58\|55.15\|51428;2026-05-06\|57.30\|0.58\|57.86\|58.40\|57.03\|53644;2026-05-07\|59.32\|3.53\|57.29\|59.33\|56.70\|48600;2026-05-08\|59.97\|1.10\|58.38\|60.08\|57.80\|53414;2026-05-11\|60.05\|0.13\|60.24\|61.00\|58.88\|50908;2026-05-12\|60.35\|0.50\|59.99\|61.00\|59.01\|43589;2026-05-13\|61.49\|1.89\|59.75\|61.75\|59.50\|39359;2026-05-14\|59.85\|-2.67\|61.38\|61.70\|59.78\|37834;2026-05-15\|58.68\|-0.96\|59.51\|60.28\|57.80\|38927;2026-05-18\|59.08\|0.68\|58.01\|59.40\|57.58\|30282;2026-05-19\|62.45\|5.70\|58.65\|62.62\|58.17\|56555;2026-05-20\|61.98\|-0.75\|61.90\|63.00\|61.03\|40495;2026-05-21\|58.41\|-5.76\|62.30\|63.77\|58.38\|71000;2026-05-22\|65.10\|11.45\|59.06\|65.77\|59.00\|86860;2026-05-25\|69.11\|6.16\|66.33\|70.49\|64.96\|115801;2026-05-26\|70.53\|2.05\|69.00\|72.80\|68.63\|95469;2026-05-27\|75.98\|7.73\|71.02\|79.89\|71.02\|100870;2026-05-28\|80.01\|5.30\|77.01\|80.44\|76.50\|96675;2026-05-29\|80.82\|1.01\|81.00\|88.00\|79.79\|128835;2026-06-01\|73.50\|-9.06\|80.62\|82.77\|73.40\|104711;2026-06-02\|76.40\|3.95\|73.00\|77.48\|72.58\|69419;2026-06-03\|78.49\|2.74\|77.77\|82.59\|77.00\|68093;2026-06-04\|83.90\|6.89\|77.96\|87.00\|76.28\|74185;2026-06-05\|87.35\|4.11\|84.73\|90.24\|82.80\|80028;2026-06-08\|85.64\|-1.96\|81.52\|86.98\|81.33\|63045;2026-06-09\|89.91\|4.99\|86.77\|91.40\|84.99\|83752;2026-06-10\|86.58\|-3.70\|86.99\|88.56\|83.80\|61401;2026-06-11\|84.25\|-2.69\|85.55\|86.77\|83.00\|49909;2026-06-12\|87.94\|4.38\|85.92\|92.50\|85.90\|74502;2026-06-15\|102.87\|16.98\|89.02\|102.98\|89.02\|74594;2026-06-16\|112.60\|9.46\|102.00\|114.12\|99.95\|93985;2026-06-17\|114.67\|1.84\|111.26\|116.50\|108.60\|70259;2026-06-18\|118.19\|3.07\|117.00\|120.00\|113.00\|54557;2026-06-22\|117.23\|-0.81\|117.84\|118.26\|109.00\|63695;2026-06-23\|113.85\|-2.88\|116.43\|117.54\|110.01\|43607;2026-06-24\|120.81\|6.11\|113.34\|122.20\|112.26\|51187;2026-06-25\|122.22\|1.17\|122.35\|124.77\|119.00\|43413;2026-06-26\|118.53\|-3.02\|121.75\|122.66\|115.80\|35009;2026-06-29\|108.10\|-8.80\|118.58\|120.21\|102.00\|74150;2026-06-30\|111.60\|3.24\|110.00\|112.46\|106.09\|47433;2026-07-01\|110.14\|-1.31\|110.36\|112.99\|107.50\|42384;2026-07-02\|102.47\|-6.96\|107.86\|108.88\|102.11\|37910;2026-07-03\|101.42\|-1.02\|102.34\|103.73\|99.00\|37302;2026-07-06\|97.00\|-4.36\|101.42\|103.35\|94.03\|34200;2026-07-07\|92.04\|-5.11\|96.37\|97.28\|90.30\|32122;2026-07-08\|89.42\|-2.85\|93.25\|94.16\|87.41\|31932;2026-07-09\|97.50\|9.04\|89.57\|97.98\|88.00\|38196;2026-07-10\|93.50\|-4.10\|98.36\|100.34\|93.50\|36769
114555	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+特种膜+新能源材料+国产替代 1、据2026年6月15日互动易，公司主营抗溢胶特种膜、强耐受性特种膜，主要应用于FPC/PCB领域，客户覆盖全球排名前10的多家FPC/PCB头部厂商；据2026年5月25日投资者关系活动记录表，公司是该领域国内细分龙头，市场占有率位居全国第一。 2、据2026年4月29日年报，公司坚持“自主创新、进口替代”路线，陆续打破了欧美日韩企业在抗溢胶特种膜、强耐受性特种膜等产品上的技术垄断。 3、据2026年5月25日投资者关系活动记录表，公司电子组件材料、新能源锂电材料、光学胶膜等产品对营收贡献稳步抬升，2026年一季度营收1.49亿元，归母净利润0.26亿元，同比增长7.08%。	2025-12上市	2026-03-03\|57.90\|-4.50\|60.63\|62.50\|57.84\|39188;2026-03-04\|58.06\|0.28\|56.70\|58.78\|56.66\|20674;2026-03-05\|60.10\|3.51\|59.28\|61.00\|59.28\|26819;2026-03-06\|60.01\|-0.15\|59.85\|60.17\|59.16\|16305;2026-03-09\|58.80\|-2.02\|58.65\|59.08\|56.71\|26945;2026-03-10\|60.98\|3.71\|59.39\|61.00\|59.39\|30825;2026-03-11\|64.00\|4.95\|60.85\|64.10\|60.61\|80611;2026-03-12\|63.45\|-0.86\|64.46\|65.22\|62.87\|58657;2026-03-13\|63.98\|0.84\|62.40\|65.31\|62.40\|56299;2026-03-16\|63.38\|-0.94\|63.00\|64.70\|62.49\|40565;2026-03-17\|68.93\|8.76\|63.10\|70.49\|63.10\|112380;2026-03-18\|70.30\|1.99\|68.00\|74.40\|66.00\|119467;2026-03-19\|64.79\|-7.84\|66.94\|67.88\|64.00\|75620;2026-03-20\|60.92\|-5.97\|64.10\|65.11\|60.80\|53161;2026-03-23\|58.15\|-4.55\|57.91\|60.49\|57.16\|36449;2026-03-24\|59.12\|1.67\|59.07\|59.87\|56.99\|35575;2026-03-25\|59.76\|1.08\|58.93\|60.93\|58.40\|37425;2026-03-26\|56.34\|-5.72\|59.10\|59.17\|56.30\|40365;2026-03-27\|55.82\|-0.92\|55.00\|56.19\|53.67\|27888;2026-03-30\|54.46\|-2.44\|54.49\|55.46\|53.30\|27400;2026-03-31\|51.52\|-5.40\|54.69\|54.69\|51.31\|32775;2026-04-01\|53.11\|3.09\|52.50\|53.85\|52.50\|22435;2026-04-02\|50.91\|-4.14\|53.04\|53.04\|50.57\|24582;2026-04-03\|49.75\|-2.28\|51.02\|51.29\|49.58\|15649;2026-04-07\|50.76\|2.03\|50.05\|51.33\|49.60\|15857;2026-04-08\|53.25\|4.91\|51.95\|53.25\|51.85\|25642;2026-04-09\|52.31\|-1.77\|52.30\|52.68\|52.03\|17064;2026-04-10\|53.30\|1.89\|53.00\|53.78\|52.60\|21531;2026-04-13\|55.20\|3.56\|53.28\|55.20\|52.99\|31749;2026-04-14\|56.16\|1.74\|55.60\|56.60\|54.58\|33511;2026-04-15\|56.62\|0.82\|56.16\|56.95\|55.46\|31294;2026-04-16\|57.76\|2.01\|56.50\|57.95\|56.11\|31051;2026-04-17\|58.51\|1.30\|57.40\|58.90\|56.59\|33351;2026-04-20\|59.60\|1.86\|58.30\|61.05\|58.10\|42883;2026-04-21\|60.93\|2.23\|59.20\|61.34\|59.02\|40454;2026-04-22\|60.42\|-0.84\|60.60\|61.00\|59.71\|34817;2026-04-23\|57.86\|-4.24\|60.30\|61.08\|57.70\|44402;2026-04-24\|58.80\|1.62\|58.50\|61.40\|57.87\|38323;2026-04-27\|61.26\|4.18\|58.80\|63.60\|58.11\|52500;2026-04-28\|60.07\|-1.94\|60.80\|62.56\|59.64\|40466;2026-04-29\|58.00\|-3.45\|59.88\|59.88\|57.12\|41724;2026-04-30\|57.80\|-0.34\|58.01\|58.65\|57.37\|22306;2026-05-06\|58.28\|0.83\|57.79\|59.12\|57.76\|26952;2026-05-07\|59.79\|2.59\|58.28\|60.13\|57.82\|34392;2026-05-08\|64.31\|7.56\|59.40\|65.54\|58.10\|73994;2026-05-11\|70.29\|9.30\|64.50\|72.98\|62.44\|114951;2026-05-12\|66.07\|-6.00\|69.07\|70.20\|66.01\|67383;2026-05-13\|64.98\|-1.65\|66.02\|66.05\|64.00\|44825;2026-05-14\|61.87\|-4.79\|65.88\|65.88\|61.83\|44688;2026-05-15\|61.63\|-0.39\|61.90\|62.62\|59.70\|33109;2026-05-18\|61.80\|0.28\|60.51\|61.80\|59.48\|28681;2026-05-19\|60.10\|-2.75\|61.40\|61.80\|59.01\|32347;2026-05-20\|60.24\|0.23\|59.40\|61.29\|57.67\|31007;2026-05-21\|57.06\|-5.28\|60.03\|61.94\|57.00\|36340;2026-05-22\|61.99\|8.64\|57.10\|62.39\|57.07\|47889;2026-05-25\|64.38\|3.86\|62.51\|64.64\|62.00\|51342;2026-05-26\|64.25\|-0.20\|63.62\|66.61\|63.00\|47644;2026-05-27\|61.80\|-3.81\|63.50\|64.23\|60.60\|39725;2026-05-28\|64.55\|4.45\|61.60\|65.00\|61.40\|42649;2026-05-29\|59.06\|-8.51\|64.55\|64.55\|58.67\|48014;2026-06-01\|58.36\|-1.19\|58.00\|60.46\|57.00\|22383;2026-06-02\|58.61\|0.43\|58.36\|59.66\|56.23\|22220;2026-06-03\|55.25\|-5.73\|58.29\|58.88\|54.37\|38913;2026-06-04\|53.60\|-2.99\|54.50\|55.00\|53.23\|22751;2026-06-05\|53.27\|-0.62\|53.60\|54.43\|51.35\|20864;2026-06-08\|50.16\|-5.30\|51.26\|51.96\|49.88\|16719;2026-06-09\|52.64\|4.94\|51.18\|53.45\|51.09\|20184;2026-06-10\|52.25\|-0.74\|51.89\|53.10\|51.32\|16238;2026-06-11\|52.71\|0.88\|51.90\|53.13\|51.40\|18514;2026-06-12\|54.29\|3.00\|53.66\|55.48\|52.70\|25517;2026-06-15\|63.56\|17.07\|53.70\|64.82\|53.40\|69198;2026-06-16\|65.36\|2.83\|62.06\|67.88\|62.05\|79614;2026-06-17\|68.70\|5.11\|64.55\|69.66\|63.88\|65470;2026-06-18\|82.44\|20.00\|72.45\|82.44\|70.28\|119547;2026-06-22\|77.98\|-5.41\|80.00\|81.47\|76.52\|102935;2026-06-23\|86.56\|11.00\|82.00\|92.20\|77.77\|117596;2026-06-24\|90.95\|5.07\|86.59\|91.88\|85.70\|87530;2026-06-25\|89.66\|-1.42\|90.00\|97.00\|88.66\|77270;2026-06-26\|83.90\|-6.42\|87.51\|89.43\|83.38\|58746;2026-06-29\|76.68\|-8.61\|88.00\|88.50\|75.50\|62367;2026-06-30\|77.78\|1.43\|79.01\|79.98\|74.06\|54099;2026-07-01\|80.93\|4.05\|78.99\|83.89\|76.88\|72162;2026-07-02\|78.00\|-3.62\|80.80\|82.80\|76.68\|48357;2026-07-03\|73.10\|-6.28\|79.00\|79.00\|71.90\|65802;2026-07-06\|66.99\|-8.36\|74.00\|74.07\|66.03\|49700;2026-07-07\|64.27\|-4.06\|66.77\|67.43\|63.74\|33658;2026-07-08\|58.93\|-8.31\|64.11\|64.50\|58.78\|38444;2026-07-09\|61.91\|5.06\|59.24\|62.14\|58.33\|47298;2026-07-10\|58.60\|-5.35\|61.19\|65.50\|58.60\|54047
114554	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB钻针+AI算力+业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年3月27日年报，公司PCB钻针全球市占率前二，已批量供应AI服务器客户，并完成50倍高长径比钻针技术储备。 2、据2026年4月16日公告，公司2026年一季度实现营收8.14亿元，同比增长92.33%；归母净利润2.61亿元，同比增长259.00%。 3、据2026年4月20日机构调研，公司目前订单充足，钻针月产能已达1.3亿支，并计划根据下游需求稳步推进新增产能释放。	公司为全球PCB钻针龙头，客户覆盖胜宏科技、深南电路、方正科技、景旺电子等国内外 PCB 知名厂商。	2026-03-03\|192.85\|0.41\|194.34\|198.51\|188.35\|44335;2026-03-04\|191.52\|-0.69\|185.95\|194.88\|184.28\|32637;2026-03-05\|190.36\|-0.61\|194.00\|195.00\|188.00\|29954;2026-03-06\|191.70\|0.70\|190.38\|198.13\|185.00\|30470;2026-03-09\|186.30\|-2.82\|186.00\|190.18\|171.11\|39064;2026-03-10\|194.87\|4.60\|188.07\|196.88\|188.07\|31020;2026-03-11\|191.55\|-1.70\|195.00\|201.57\|190.08\|25734;2026-03-12\|182.33\|-4.81\|190.26\|194.36\|180.00\|33946;2026-03-13\|180.80\|-0.84\|180.79\|184.42\|178.22\|24521;2026-03-16\|193.50\|7.02\|182.80\|195.98\|179.00\|39961;2026-03-17\|184.20\|-4.81\|193.51\|198.51\|183.65\|31105;2026-03-18\|187.47\|1.78\|185.13\|189.60\|184.17\|25231;2026-03-19\|179.98\|-4.00\|183.20\|185.99\|178.10\|24445;2026-03-20\|177.59\|-1.33\|182.41\|185.00\|175.68\|39847;2026-03-23\|166.03\|-6.51\|173.87\|178.00\|165.08\|28080;2026-03-24\|173.62\|4.57\|170.14\|174.99\|167.01\|24766;2026-03-25\|182.26\|4.98\|174.63\|182.98\|174.63\|27022;2026-03-26\|181.11\|-0.63\|181.51\|184.97\|179.23\|22001;2026-03-27\|181.52\|0.23\|176.19\|186.71\|172.17\|28953;2026-03-30\|193.08\|6.37\|180.00\|196.00\|179.00\|46264;2026-03-31\|192.96\|-0.06\|192.70\|197.00\|187.60\|42010;2026-04-01\|193.90\|0.49\|198.31\|198.50\|190.36\|29102;2026-04-02\|185.21\|-4.48\|192.15\|194.34\|184.04\|25630;2026-04-03\|193.11\|4.27\|186.24\|199.30\|186.24\|37902;2026-04-07\|194.95\|0.95\|192.16\|201.77\|192.16\|26196;2026-04-08\|211.01\|8.24\|202.77\|211.95\|200.00\|41061;2026-04-09\|205.95\|-2.40\|208.79\|216.10\|205.02\|36360;2026-04-10\|214.71\|4.25\|206.03\|218.88\|205.00\|36924;2026-04-13\|211.58\|-1.46\|212.00\|214.30\|209.51\|35064;2026-04-14\|228.55\|8.02\|213.00\|229.00\|212.08\|45369;2026-04-15\|217.30\|-4.92\|230.00\|243.70\|212.30\|82534;2026-04-16\|216.64\|-0.30\|220.00\|224.00\|207.02\|79568;2026-04-17\|225.22\|3.96\|217.17\|227.94\|209.43\|57806;2026-04-20\|227.50\|1.01\|225.83\|243.50\|224.30\|54864;2026-04-21\|227.00\|-0.22\|226.00\|228.68\|222.53\|36391;2026-04-22\|236.69\|4.27\|228.00\|236.99\|223.59\|44996;2026-04-23\|223.35\|-5.64\|236.70\|239.88\|220.01\|50714;2026-04-24\|216.68\|-2.99\|223.38\|227.80\|215.13\|35645;2026-04-27\|229.16\|5.76\|220.00\|237.55\|219.49\|50790;2026-04-28\|223.00\|-2.48\|228.50\|230.67\|220.81\|33789;2026-04-29\|228.00\|2.24\|222.99\|235.00\|220.82\|35196;2026-04-30\|234.66\|2.92\|228.31\|235.85\|225.01\|29979;2026-05-06\|237.55\|1.23\|235.00\|244.57\|231.00\|44772;2026-05-07\|235.06\|-1.05\|237.00\|238.89\|227.28\|36118;2026-05-08\|237.38\|0.99\|231.34\|243.50\|226.96\|41512;2026-05-11\|235.35\|-0.86\|238.50\|239.88\|228.00\|40933;2026-05-12\|237.97\|1.11\|237.35\|238.50\|230.02\|36579;2026-05-13\|236.77\|-0.50\|231.59\|241.16\|228.08\|49415;2026-05-14\|226.00\|-4.55\|239.01\|241.00\|223.82\|45048;2026-05-15\|247.69\|9.60\|228.21\|250.99\|226.62\|86784;2026-05-18\|253.68\|2.42\|240.00\|258.00\|225.00\|71987;2026-05-19\|247.99\|-2.24\|253.61\|258.61\|237.96\|36980;2026-05-20\|248.05\|0.02\|246.71\|252.30\|244.12\|32180;2026-05-21\|258.86\|4.36\|249.20\|277.75\|249.00\|60100;2026-05-22\|310.63\|20.00\|262.00\|310.63\|262.00\|61797;2026-05-25\|327.49\|5.43\|330.01\|332.66\|308.11\|74993;2026-05-26\|327.23\|-0.08\|320.94\|334.28\|301.58\|98271;2026-05-27\|347.08\|6.07\|326.94\|354.98\|322.01\|91063;2026-05-28\|369.62\|6.49\|343.90\|377.10\|336.89\|77398;2026-05-29\|350.72\|-5.11\|368.00\|368.11\|346.00\|60038;2026-06-01\|338.37\|-3.52\|344.42\|355.86\|331.11\|66862;2026-06-02\|344.28\|1.75\|338.37\|357.32\|338.04\|53579;2026-06-03\|384.74\|11.75\|344.28\|403.00\|338.11\|80372;2026-06-04\|408.52\|6.18\|378.00\|416.27\|372.00\|65833;2026-06-05\|395.91\|-3.09\|408.50\|425.80\|390.32\|56730;2026-06-08\|424.63\|7.25\|388.00\|443.99\|375.73\|65748;2026-06-09\|439.30\|3.45\|425.00\|443.90\|411.63\|56572;2026-06-10\|432.20\|-1.62\|433.64\|437.00\|414.58\|47385;2026-06-11\|430.89\|-0.30\|429.65\|444.00\|415.00\|44250;2026-06-12\|471.30\|9.38\|443.82\|477.37\|438.81\|65617;2026-06-15\|553.56\|17.45\|477.42\|556.00\|459.00\|58300;2026-06-16\|553.58\|0.00\|549.00\|577.65\|534.90\|63788;2026-06-17\|590.00\|6.58\|539.00\|598.68\|536.01\|55554;2026-06-18\|600.00\|1.69\|570.10\|628.18\|570.01\|42140;2026-06-22\|659.60\|9.93\|605.00\|666.00\|600.00\|48439;2026-06-23\|600.00\|-9.04\|644.80\|644.80\|583.87\|53247;2026-06-24\|620.00\|3.33\|580.83\|635.90\|580.06\|47566;2026-06-25\|640.50\|3.31\|620.00\|649.99\|603.18\|40364;2026-06-26\|590.00\|-7.88\|640.00\|662.30\|589.07\|55708;2026-06-29\|553.80\|-6.14\|579.39\|588.00\|530.00\|82700;2026-06-30\|550.90\|-0.52\|557.16\|565.00\|526.80\|72275;2026-07-01\|555.30\|0.80\|551.69\|565.20\|532.00\|69906;2026-07-02\|531.00\|-4.38\|537.99\|566.76\|527.00\|56934;2026-07-03\|518.04\|-2.44\|527.54\|539.00\|510.77\|50277;2026-07-06\|486.00\|-6.18\|509.89\|528.81\|484.07\|58562;2026-07-07\|488.89\|0.59\|493.32\|503.32\|479.00\|37914;2026-07-08\|473.08\|-3.23\|498.67\|502.00\|471.32\|37963;2026-07-09\|484.08\|2.33\|486.45\|489.00\|450.30\|47557;2026-07-10\|466.94\|-3.54\|490.00\|505.98\|465.00\|50230
114553	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：英伟达Vera Rubin AI芯片量产方案敲定，公司PCB超快激光钻孔设备获IC载板客户首台订单并实现技术突破；涨停缘由：AI芯片量产催化上游设备需求；超快激光钻孔设备孔径更细、效率更快、精度更高，切入IC载板高壁垒环节；2025年PCB成型设备订单超9000万元；资金逻辑：主力资金大幅净流入，游资联动半导体设备与AI算力概念，板块情绪高涨带动资金快速聚集；风险提示：IC载板设备订单尚处早期放量阶段，业绩兑现存在季度滞后性，需关注下游扩产节奏变化	公司PCB成型设备于2025年顺利交付近9000万元订单，超快激光钻孔设备获IC载板客户首台订单，孔径更细30-70微米、效率更快10000孔/秒、精度更高<±10微米	2026-03-03\|58.03\|-1.88\|59.01\|60.88\|55.60\|125421;2026-03-04\|59.49\|2.52\|56.99\|62.00\|56.70\|85015;2026-03-05\|64.60\|8.59\|60.99\|64.60\|58.69\|174511;2026-03-06\|60.45\|-6.42\|62.58\|62.85\|60.08\|128067;2026-03-09\|54.81\|-9.33\|58.00\|58.00\|53.81\|96943;2026-03-10\|56.22\|2.57\|55.25\|58.20\|55.25\|83694;2026-03-11\|56.03\|-0.34\|56.10\|58.97\|55.68\|77599;2026-03-12\|56.96\|1.66\|55.50\|58.22\|55.37\|69489;2026-03-13\|56.10\|-1.51\|56.27\|57.80\|54.93\|55891;2026-03-16\|55.80\|-0.53\|55.84\|56.27\|53.75\|56645;2026-03-17\|53.10\|-4.84\|56.07\|56.27\|53.06\|44966;2026-03-18\|54.17\|2.02\|53.51\|54.28\|52.58\|32481;2026-03-19\|52.06\|-3.90\|53.00\|53.45\|51.80\|42442;2026-03-20\|50.90\|-2.23\|52.58\|53.80\|50.87\|40987;2026-03-23\|46.95\|-7.76\|49.05\|50.27\|46.70\|71457;2026-03-24\|51.09\|8.82\|48.28\|51.20\|47.77\|76600;2026-03-25\|51.78\|1.35\|51.09\|53.00\|50.76\|41583;2026-03-26\|51.72\|-0.12\|51.73\|52.94\|50.93\|33245;2026-03-27\|53.08\|2.63\|50.98\|53.85\|50.47\|46740;2026-03-30\|53.12\|0.08\|52.30\|53.95\|51.97\|30054;2026-03-31\|51.69\|-2.69\|52.87\|53.95\|51.69\|33156;2026-04-01\|52.67\|1.90\|52.81\|53.45\|52.13\|30714;2026-04-02\|52.26\|-0.78\|52.16\|53.80\|51.70\|26865;2026-04-03\|52.49\|0.44\|52.40\|53.47\|52.05\|30138;2026-04-07\|54.50\|3.83\|52.29\|55.58\|52.29\|46873;2026-04-08\|57.20\|4.95\|55.47\|57.34\|54.70\|61620;2026-04-09\|59.16\|3.43\|56.35\|59.99\|56.18\|79178;2026-04-10\|58.79\|-0.63\|60.00\|60.39\|58.79\|59191;2026-04-13\|58.23\|-0.95\|58.47\|59.49\|57.00\|46775;2026-04-14\|58.99\|1.31\|58.44\|60.31\|58.07\|47816;2026-04-15\|58.41\|-0.98\|59.00\|60.39\|58.18\|39773;2026-04-16\|58.39\|-0.03\|58.11\|58.99\|57.89\|32558;2026-04-17\|60.83\|4.18\|58.30\|62.99\|58.23\|66693;2026-04-20\|62.83\|3.29\|61.45\|64.33\|60.65\|65331;2026-04-21\|63.99\|1.85\|62.70\|65.30\|61.99\|54328;2026-04-22\|65.09\|1.72\|64.00\|65.28\|63.05\|45238;2026-04-23\|63.31\|-2.73\|65.00\|66.60\|62.72\|49095;2026-04-24\|62.62\|-1.09\|63.18\|64.14\|62.00\|37695;2026-04-27\|63.45\|1.33\|64.30\|65.30\|63.45\|50633;2026-04-28\|62.36\|-1.72\|63.45\|64.48\|61.88\|43853;2026-04-29\|62.41\|0.08\|62.10\|63.62\|60.00\|53305;2026-04-30\|61.50\|-1.46\|62.00\|62.81\|60.86\|36076;2026-05-06\|61.05\|-0.73\|61.13\|61.99\|59.11\|71182;2026-05-07\|62.70\|2.70\|61.09\|63.40\|60.24\|59071;2026-05-08\|63.29\|0.94\|62.29\|64.19\|61.10\|59553;2026-05-11\|66.33\|4.80\|64.61\|67.48\|63.08\|107605;2026-05-12\|64.61\|-2.59\|65.60\|66.50\|63.79\|72769;2026-05-13\|70.16\|8.59\|63.55\|70.49\|62.66\|138682;2026-05-14\|70.51\|0.50\|74.89\|76.89\|69.82\|195630;2026-05-15\|68.90\|-2.28\|71.17\|73.47\|68.02\|106557;2026-05-18\|76.02\|10.33\|68.12\|76.56\|67.15\|128214;2026-05-19\|87.66\|15.31\|75.10\|91.22\|74.41\|191715;2026-05-20\|88.49\|0.95\|87.51\|91.88\|87.01\|161164;2026-05-21\|85.28\|-3.63\|92.09\|99.58\|85.00\|186548;2026-05-22\|89.98\|5.51\|84.46\|93.68\|83.97\|148147;2026-05-25\|88.17\|-2.01\|89.97\|89.97\|85.30\|120766;2026-05-26\|84.67\|-3.97\|87.03\|88.00\|82.50\|106149;2026-05-27\|90.48\|6.86\|87.06\|95.58\|87.00\|170231;2026-05-28\|97.42\|7.67\|88.46\|99.31\|88.46\|169132;2026-05-29\|96.47\|-0.98\|96.64\|103.01\|94.31\|138983;2026-06-01\|96.30\|-0.18\|95.32\|103.34\|95.32\|110398;2026-06-02\|94.52\|-1.85\|96.01\|96.47\|91.70\|82573;2026-06-03\|98.37\|4.07\|94.10\|103.28\|93.60\|113021;2026-06-04\|97.40\|-0.99\|96.00\|99.00\|93.12\|99640;2026-06-05\|94.81\|-2.66\|99.00\|101.00\|94.08\|91774;2026-06-08\|89.56\|-5.54\|88.10\|93.18\|87.00\|101870;2026-06-09\|91.34\|1.99\|91.35\|98.00\|86.79\|125553;2026-06-10\|85.57\|-6.21\|86.18\|88.59\|83.98\|85384;2026-06-11\|84.30\|-1.48\|85.25\|87.68\|83.32\|61449;2026-06-12\|88.46\|4.93\|85.91\|92.10\|85.91\|94947;2026-06-15\|103.90\|17.45\|88.54\|104.39\|88.54\|114002;2026-06-16\|107.07\|3.05\|104.34\|108.00\|101.40\|96277;2026-06-17\|115.60\|7.97\|105.11\|124.88\|103.86\|122189;2026-06-18\|124.34\|7.56\|115.67\|127.50\|112.66\|97690;2026-06-22\|132.68\|6.71\|126.83\|134.50\|119.29\|131697;2026-06-23\|118.36\|-10.79\|128.60\|129.22\|116.67\|100015;2026-06-24\|128.70\|8.74\|117.67\|134.94\|117.67\|103388;2026-06-25\|135.81\|5.52\|132.99\|140.01\|128.30\|98142;2026-06-26\|131.72\|-3.01\|137.91\|139.28\|129.01\|71971;2026-06-29\|119.50\|-9.28\|133.61\|134.91\|118.00\|117790;2026-06-30\|121.90\|2.01\|118.58\|126.34\|115.00\|85608;2026-07-01\|116.07\|-4.78\|122.00\|123.99\|114.93\|81378;2026-07-02\|106.03\|-8.65\|113.51\|113.98\|105.00\|85182;2026-07-03\|103.41\|-2.47\|106.00\|108.47\|100.33\|69283;2026-07-06\|99.53\|-3.75\|104.10\|108.87\|98.68\|60591;2026-07-07\|95.91\|-3.64\|99.84\|99.99\|93.74\|60072;2026-07-08\|90.16\|-6.00\|96.57\|97.89\|90.00\|49930;2026-07-09\|99.44\|10.29\|91.78\|99.70\|91.78\|85207;2026-07-10\|95.31\|-4.15\|99.19\|103.66\|95.31\|71631
114552	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+可剥铜+先进封装+电磁屏蔽膜行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、公司的带载体可剥离超薄铜箔可剥铜是制备芯片封装基板、类载板的必需材料，属于先进封装范畴。据2025年7月8日互动易，公司可剥铜产品性能参数可对标竞品，相关型号陆续通过了多家下游客户的测试认证，持续获得小批量订单。 2、据2025年年度报告，公司是全球范围内极少数掌握超高屏蔽效能、极低插入损耗核心技术的厂家之一，电磁屏蔽膜市场占有率处于全球前列。 3、公司主营业务为高端电子材料的研发、生产及销售，产品包括电磁屏蔽膜、各类铜箔含可剥铜、挠性覆铜板等，广泛应用于PCB产业链。当日市场PCB、CPO等算力硬件板块表现活跃。	公司的相关铜箔产品应用于PCB，如可剥铜可用于芯片载板，RTF铜箔可用于高频高速柔性线路板等	2026-03-03\|91.20\|-6.03\|96.73\|97.88\|91.19\|22574;2026-03-04\|88.93\|-2.49\|90.44\|91.82\|87.50\|19607;2026-03-05\|89.39\|0.52\|91.50\|92.00\|87.80\|15073;2026-03-06\|89.75\|0.40\|88.62\|92.50\|87.15\|12162;2026-03-09\|86.65\|-3.45\|88.78\|88.78\|83.00\|16986;2026-03-10\|91.40\|5.48\|88.38\|92.18\|88.38\|14997;2026-03-11\|95.80\|4.81\|91.67\|101.00\|91.67\|37805;2026-03-12\|101.00\|5.43\|98.94\|104.99\|98.52\|52823;2026-03-13\|96.01\|-4.94\|99.50\|99.50\|95.55\|21748;2026-03-16\|93.42\|-2.70\|94.80\|95.98\|91.17\|17934;2026-03-17\|86.87\|-7.01\|95.03\|95.80\|86.87\|20499;2026-03-18\|87.51\|0.74\|88.16\|88.58\|86.00\|14790;2026-03-19\|86.07\|-1.65\|86.07\|88.13\|84.20\|16148;2026-03-20\|84.62\|-1.68\|87.29\|90.02\|84.29\|21543;2026-03-23\|77.03\|-8.97\|83.20\|83.99\|76.69\|20996;2026-03-24\|82.20\|6.71\|80.00\|82.67\|76.68\|17727;2026-03-25\|82.91\|0.86\|82.76\|85.90\|82.74\|16736;2026-03-26\|79.70\|-3.87\|82.56\|83.46\|79.12\|11760;2026-03-27\|82.89\|4.00\|78.55\|85.80\|77.51\|17598;2026-03-30\|83.50\|0.74\|81.81\|83.92\|81.30\|14444;2026-03-31\|81.22\|-2.73\|82.19\|84.30\|80.58\|16571;2026-04-01\|84.80\|4.41\|82.80\|86.30\|82.80\|21831;2026-04-02\|79.84\|-5.85\|85.39\|85.39\|79.08\|16019;2026-04-03\|79.79\|-0.06\|79.54\|81.84\|79.40\|9638;2026-04-07\|80.45\|0.83\|80.38\|83.89\|79.81\|13179;2026-04-08\|88.90\|10.50\|83.30\|89.27\|82.99\|24137;2026-04-09\|87.45\|-1.63\|87.53\|89.22\|87.01\|16531;2026-04-10\|88.02\|0.65\|88.01\|89.58\|86.72\|17604;2026-04-13\|90.88\|3.25\|86.90\|91.98\|86.72\|21531;2026-04-14\|92.36\|1.63\|91.87\|95.42\|90.89\|25338;2026-04-15\|90.90\|-1.58\|94.21\|94.96\|90.40\|17605;2026-04-16\|90.63\|-0.30\|90.89\|92.50\|89.84\|18850;2026-04-17\|95.19\|5.03\|90.64\|98.76\|90.36\|34891;2026-04-20\|93.54\|-1.73\|95.20\|99.88\|91.51\|38840;2026-04-21\|112.25\|20.00\|96.88\|112.25\|91.76\|94599;2026-04-22\|124.47\|10.89\|113.52\|127.19\|113.37\|96420;2026-04-23\|117.73\|-5.42\|125.00\|125.21\|115.08\|78725;2026-04-24\|119.30\|1.33\|116.80\|125.32\|113.00\|61240;2026-04-27\|138.72\|16.28\|132.00\|143.16\|132.00\|110282;2026-04-28\|141.92\|2.31\|142.09\|148.26\|134.80\|84424;2026-04-29\|137.70\|-2.97\|136.04\|149.00\|136.04\|82159;2026-04-30\|147.52\|7.13\|135.19\|150.53\|135.19\|81057;2026-05-06\|166.98\|13.19\|148.82\|176.99\|148.50\|88484;2026-05-07\|165.97\|-0.60\|166.97\|169.99\|161.11\|43155;2026-05-08\|165.10\|-0.52\|164.00\|171.88\|159.01\|53968;2026-05-11\|158.50\|-4.00\|163.27\|167.72\|152.20\|57890;2026-05-12\|157.29\|-0.76\|157.50\|159.70\|149.32\|64011;2026-05-13\|163.48\|3.94\|155.00\|166.99\|153.58\|50319;2026-05-14\|158.00\|-3.35\|163.09\|165.80\|155.01\|39291;2026-05-15\|147.96\|-6.35\|156.94\|161.00\|144.99\|50040;2026-05-18\|141.90\|-4.10\|148.66\|150.66\|140.88\|51739;2026-05-19\|142.44\|0.38\|143.00\|143.79\|134.87\|42970;2026-05-20\|143.21\|0.54\|141.00\|144.60\|136.75\|37787;2026-05-21\|138.18\|-3.51\|147.01\|154.00\|138.18\|67490;2026-05-22\|165.82\|20.00\|139.00\|165.82\|139.00\|66702;2026-05-25\|174.70\|5.36\|180.00\|180.00\|168.01\|104944;2026-05-26\|167.20\|-4.29\|172.00\|176.70\|163.50\|58919;2026-05-27\|153.88\|-7.97\|167.28\|168.88\|151.88\|59455;2026-05-28\|159.45\|3.62\|153.75\|162.48\|150.00\|61981;2026-05-29\|146.00\|-8.44\|157.00\|158.06\|142.88\|71537;2026-06-01\|138.57\|-5.09\|148.92\|153.88\|135.99\|47996;2026-06-02\|143.20\|3.34\|138.65\|146.93\|131.12\|51068;2026-06-03\|138.50\|-3.28\|140.00\|146.89\|135.57\|50316;2026-06-04\|146.44\|5.73\|135.94\|149.87\|135.30\|51121;2026-06-05\|137.68\|-5.98\|142.43\|145.77\|137.28\|29203;2026-06-08\|130.00\|-5.58\|128.10\|135.38\|128.00\|38440;2026-06-09\|147.72\|13.63\|134.10\|150.05\|131.90\|52898;2026-06-10\|160.00\|8.31\|145.99\|162.64\|144.00\|78171;2026-06-11\|178.00\|11.25\|160.00\|187.00\|160.00\|85724;2026-06-12\|191.50\|7.58\|193.00\|211.00\|182.33\|78336;2026-06-15\|227.20\|18.64\|200.10\|229.80\|200.10\|84561;2026-06-16\|231.80\|2.02\|230.00\|244.88\|224.89\|77524;2026-06-17\|232.31\|0.22\|231.90\|238.80\|221.98\|56123;2026-06-18\|236.00\|1.59\|228.13\|239.68\|224.00\|49317;2026-06-22\|253.80\|7.54\|248.00\|257.92\|236.33\|52642;2026-06-23\|229.61\|-9.53\|250.00\|250.98\|226.14\|53750;2026-06-24\|229.44\|-0.07\|229.00\|234.60\|219.00\|45563;2026-06-25\|231.46\|0.88\|230.00\|234.04\|222.00\|37993;2026-06-26\|230.12\|-0.58\|225.00\|235.74\|220.01\|38084;2026-06-29\|222.00\|-3.53\|229.01\|243.38\|209.99\|59023;2026-06-30\|249.60\|12.43\|222.00\|254.79\|221.78\|49732;2026-07-01\|270.08\|8.21\|268.00\|290.00\|257.08\|52764;2026-07-02\|229.26\|-15.11\|240.00\|260.00\|227.29\|56717;2026-07-03\|245.61\|7.13\|221.00\|256.00\|221.00\|52085;2026-07-06\|221.84\|-9.68\|250.52\|257.99\|221.02\|41936;2026-07-07\|205.88\|-7.19\|221.07\|223.12\|202.05\|43287;2026-07-08\|191.00\|-7.23\|210.00\|210.60\|190.00\|37929;2026-07-09\|206.39\|8.06\|191.97\|206.39\|186.43\|36980;2026-07-10\|193.04\|-6.47\|206.41\|209.99\|191.00\|3641516
114551	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：可能受基建投资加码及矿山、隧道掘进设备需求回暖催化，凿岩工具出口与国内替换双轮驱动；涨停缘由：公司凿岩工具广泛应用于铁路隧道、矿山开采等场景；一季度基建实物工作量加速形成，带动上游工具耗材需求；资金逻辑：资金挖掘顺周期制造细分龙头，叠加次新+专精特新标签，换手充分利于游资接力；风险提示：海外市场拓展存在汇率与地缘政治扰动，国内矿山资本开支恢复力度有待观察	公司PCB钻针棒材通过国内知名AI服务器板厂商批量测试验证，预计三年内月产能达1亿支	2026-03-03\|70.92\|-4.29\|73.63\|74.29\|70.40\|113018;2026-03-04\|71.44\|0.73\|69.43\|73.50\|69.20\|61716;2026-03-05\|74.19\|3.85\|72.86\|75.50\|72.05\|78864;2026-03-06\|76.67\|3.34\|75.51\|77.40\|74.02\|84284;2026-03-09\|75.19\|-1.93\|74.67\|77.78\|71.77\|130680;2026-03-10\|80.05\|6.46\|76.98\|82.00\|75.19\|111097;2026-03-11\|80.82\|0.96\|82.38\|82.54\|78.23\|82420;2026-03-12\|81.30\|0.59\|81.89\|84.79\|79.12\|71840;2026-03-13\|75.99\|-6.53\|79.88\|79.91\|75.21\|126930;2026-03-16\|74.62\|-1.80\|77.11\|77.88\|71.00\|128099;2026-03-17\|71.23\|-4.54\|75.35\|75.35\|71.23\|74280;2026-03-18\|72.00\|1.08\|71.59\|72.98\|70.04\|83651;2026-03-19\|67.24\|-6.61\|71.00\|71.18\|66.61\|108056;2026-03-20\|64.18\|-4.55\|68.40\|69.12\|64.00\|95251;2026-03-23\|59.83\|-6.78\|63.00\|63.98\|58.61\|115367;2026-03-24\|62.96\|5.23\|61.00\|63.68\|60.14\|78149;2026-03-25\|68.13\|8.21\|65.00\|68.68\|64.01\|106226;2026-03-26\|65.90\|-3.27\|67.14\|68.30\|65.60\|57771;2026-03-27\|65.42\|-0.73\|65.00\|66.50\|63.00\|68914;2026-03-30\|72.99\|11.57\|70.00\|74.40\|67.85\|171960;2026-03-31\|70.00\|-4.10\|75.06\|76.00\|66.51\|233598;2026-04-01\|71.00\|1.43\|71.51\|74.26\|69.00\|135064;2026-04-02\|64.82\|-8.70\|69.15\|69.50\|63.50\|144058;2026-04-03\|64.93\|0.17\|65.45\|66.03\|64.29\|81400;2026-04-07\|68.28\|5.16\|65.69\|69.35\|64.68\|94120;2026-04-08\|71.85\|5.23\|72.00\|72.48\|70.34\|78168;2026-04-09\|73.36\|2.10\|70.90\|75.31\|70.20\|89066;2026-04-10\|72.98\|-0.52\|74.00\|75.00\|71.67\|74040;2026-04-13\|73.38\|0.55\|72.50\|74.99\|72.01\|62898;2026-04-14\|78.08\|6.41\|73.40\|79.23\|72.90\|116812;2026-04-15\|74.63\|-4.42\|78.08\|78.21\|74.31\|98746;2026-04-16\|79.32\|6.28\|76.00\|80.53\|75.11\|122565;2026-04-17\|81.55\|2.81\|78.79\|82.84\|77.91\|112164;2026-04-20\|77.02\|-5.55\|81.52\|81.99\|76.40\|132331;2026-04-21\|76.64\|-0.49\|77.00\|79.13\|76.00\|74346;2026-04-22\|77.15\|0.67\|75.81\|78.77\|74.97\|67092;2026-04-23\|74.09\|-3.97\|77.15\|77.35\|72.44\|73192;2026-04-24\|73.33\|-1.03\|73.79\|75.67\|73.13\|48957;2026-04-27\|73.50\|0.23\|73.02\|74.66\|72.25\|58352;2026-04-28\|74.49\|1.35\|73.52\|75.91\|73.13\|71755;2026-04-29\|79.43\|6.63\|74.37\|79.45\|74.15\|94851;2026-04-30\|75.88\|-4.47\|81.01\|81.10\|75.44\|116218;2026-05-06\|76.60\|0.95\|76.47\|77.50\|75.06\|89174;2026-05-07\|76.15\|-0.59\|76.80\|79.13\|74.82\|115471;2026-05-08\|73.64\|-3.30\|75.42\|75.54\|71.60\|104284;2026-05-11\|72.40\|-1.68\|73.96\|75.01\|71.83\|105496;2026-05-12\|75.15\|3.80\|72.51\|75.55\|71.03\|102501;2026-05-13\|83.85\|11.58\|74.42\|84.80\|73.57\|200407;2026-05-14\|82.87\|-1.17\|83.64\|85.63\|81.64\|124874;2026-05-15\|80.30\|-3.10\|83.20\|84.17\|78.50\|103271;2026-05-18\|83.30\|3.74\|79.07\|86.68\|78.11\|121025;2026-05-19\|83.37\|0.08\|83.30\|83.88\|79.07\|88426;2026-05-20\|87.28\|4.69\|83.50\|91.00\|83.50\|130601;2026-05-21\|84.99\|-2.62\|87.49\|91.55\|84.00\|152354;2026-05-22\|96.84\|13.94\|86.17\|98.10\|86.17\|235526;2026-05-25\|102.53\|5.88\|101.01\|104.31\|98.50\|237483;2026-05-26\|100.54\|-1.94\|100.00\|102.28\|93.60\|193076;2026-05-27\|101.01\|0.47\|99.97\|105.57\|98.56\|157309;2026-05-28\|105.18\|4.13\|99.72\|105.50\|95.07\|177645;2026-05-29\|96.35\|-8.40\|104.90\|107.00\|95.34\|175283;2026-06-01\|90.77\|-5.79\|95.13\|98.80\|90.62\|140498;2026-06-02\|98.21\|8.20\|91.08\|99.55\|89.00\|123995;2026-06-03\|100.26\|2.09\|98.21\|103.59\|96.00\|133074;2026-06-04\|110.65\|10.36\|99.02\|111.50\|98.00\|192394;2026-06-05\|104.43\|-5.62\|111.00\|111.52\|103.50\|140075;2026-06-08\|105.30\|0.83\|97.47\|109.31\|97.47\|151002;2026-06-09\|113.70\|7.98\|107.00\|114.60\|103.31\|154102;2026-06-10\|108.00\|-5.01\|111.43\|113.70\|106.11\|123000;2026-06-11\|77.50\|0.70\|76.02\|81.65\|74.74\|162373;2026-06-12\|80.36\|3.69\|81.50\|86.00\|79.79\|260266;2026-06-15\|96.42\|19.99\|83.06\|96.42\|83.06\|291956;2026-06-16\|101.05\|4.80\|96.00\|104.31\|95.00\|230520;2026-06-17\|101.86\|0.80\|99.96\|103.90\|98.76\|190562;2026-06-18\|108.51\|6.53\|101.01\|109.46\|100.50\|214366;2026-06-22\|111.80\|3.03\|111.77\|117.00\|107.00\|243452;2026-06-23\|101.58\|-9.14\|110.81\|110.81\|100.18\|239151;2026-06-24\|103.60\|1.99\|100.98\|103.99\|98.00\|232690;2026-06-25\|105.31\|1.65\|101.92\|106.03\|99.06\|228273;2026-06-26\|99.89\|-5.15\|103.50\|103.73\|98.20\|177290;2026-06-29\|96.16\|-3.73\|99.83\|102.50\|91.00\|190193;2026-06-30\|101.90\|5.97\|95.50\|102.64\|93.80\|170526;2026-07-01\|104.90\|2.94\|104.22\|108.68\|102.20\|220373;2026-07-02\|108.49\|3.42\|100.04\|117.77\|98.55\|307942;2026-07-03\|110.45\|1.81\|105.92\|115.60\|102.00\|235130;2026-07-06\|92.88\|-15.91\|110.37\|112.22\|92.81\|298368;2026-07-07\|87.54\|-5.75\|91.90\|95.55\|86.00\|251465;2026-07-08\|82.06\|-6.26\|87.12\|88.50\|82.00\|193035;2026-07-09\|85.27\|3.91\|83.70\|85.58\|78.87\|185424;2026-07-10\|82.32\|-3.46\|88.97\|91.59\|81.90\|23201154
114550	全球最大PPE树脂产区停产，PCB材料持续涨价	电子布涨价+AI算力+季报增长+云南国资行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据证券时报2026年6月15日报道，受益于AI算力需求拉动，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%；据2026年6月11日互动易，公司建有完善的定价机制，产品价格将结合市场需求动态管理。 2、据2026年5月13日机构调研，公司自研低介电二代玻璃纤维布已应用于AI服务器等高端设备领域；目前相关产品产能满负荷运行，在手订单储备充足，正全力推进年产3600万米高频高速电子纤维布项目建设；据2026年5月18日互动易，公司低介电玻璃纤维是制造高速、高频电路板的关键基础材料。 3、据2026年4月28日公告，公司一季度归母净利润2.70亿元，同比增长412.94%，主要系电子布产销规模扩大、产品价格上行、成本控制及产品结构优化综合作用所致。 4、公司控股股东为云天化集团，实控人为云南省国资委。	公司电子级玻璃纤维主要应用于印制电路板，拟投资16.93亿元建设3600万米高频高速电子纤维布项目，切入高端PCB材料	2026-03-03\|12.81\|-7.71\|14.15\|14.33\|12.68\|1949942;2026-03-04\|13.07\|2.03\|12.63\|13.32\|12.60\|1433328;2026-03-05\|12.96\|-0.84\|13.40\|13.48\|12.81\|1677348;2026-03-06\|12.54\|-3.24\|12.87\|12.99\|12.44\|1400437;2026-03-09\|12.51\|-0.24\|12.23\|12.60\|11.90\|1423866;2026-03-10\|12.99\|3.84\|12.70\|13.31\|12.65\|2709505;2026-03-11\|12.60\|-3.00\|13.20\|13.40\|12.55\|1819658;2026-03-12\|12.22\|-3.02\|12.42\|12.98\|12.08\|1545012;2026-03-13\|12.06\|-1.31\|12.13\|12.35\|11.75\|1554263;2026-03-16\|12.14\|0.66\|12.23\|12.25\|11.55\|1240084;2026-03-17\|11.36\|-6.42\|12.06\|12.15\|11.32\|1142646;2026-03-18\|11.80\|3.87\|11.57\|11.85\|11.39\|848110;2026-03-19\|11.29\|-4.32\|11.52\|11.68\|11.22\|753466;2026-03-20\|10.95\|-3.01\|11.49\|11.55\|10.88\|773818;2026-03-23\|10.25\|-6.39\|10.61\|10.78\|10.16\|905239;2026-03-24\|10.80\|5.37\|10.54\|10.81\|10.25\|787749;2026-03-25\|11.12\|2.96\|11.44\|11.89\|10.99\|1376702;2026-03-26\|10.94\|-1.62\|11.07\|11.32\|10.85\|710605;2026-03-27\|11.00\|0.55\|10.74\|11.18\|10.60\|629480;2026-03-30\|11.68\|6.18\|10.80\|11.95\|10.80\|1760978;2026-03-31\|11.28\|-3.42\|11.54\|11.67\|11.22\|1005727;2026-04-01\|11.83\|4.88\|12.38\|12.80\|11.68\|2103227;2026-04-02\|11.33\|-4.23\|11.59\|11.73\|11.23\|1138234;2026-04-03\|11.06\|-2.38\|11.40\|11.63\|11.00\|1001139;2026-04-07\|11.45\|3.53\|11.28\|11.91\|11.27\|1318913;2026-04-08\|12.30\|7.42\|12.17\|12.31\|11.77\|1568977;2026-04-09\|12.52\|1.79\|12.09\|12.78\|11.99\|1719215;2026-04-10\|12.78\|2.08\|12.85\|13.74\|12.78\|2495542;2026-04-13\|14.83\|16.04\|12.67\|15.15\|12.67\|3218202;2026-04-14\|14.86\|0.20\|14.10\|15.28\|14.10\|2954479;2026-04-15\|14.26\|-4.04\|14.63\|15.28\|14.20\|2037204;2026-04-16\|14.38\|0.84\|14.40\|14.58\|13.85\|1804011;2026-04-17\|14.00\|-2.64\|14.00\|14.55\|13.90\|1806774;2026-04-20\|13.87\|-0.93\|13.93\|14.29\|13.68\|1356455;2026-04-21\|14.03\|1.15\|13.88\|14.15\|13.66\|1579716;2026-04-22\|13.99\|-0.29\|13.84\|14.25\|13.53\|1421097;2026-04-23\|14.99\|7.15\|14.91\|15.48\|14.54\|2931866;2026-04-24\|14.74\|-1.67\|14.59\|15.30\|14.20\|1944200;2026-04-27\|15.43\|4.68\|14.72\|15.98\|14.71\|2127065;2026-04-28\|15.92\|3.18\|15.00\|16.80\|14.54\|2805042;2026-04-29\|17.04\|7.04\|15.60\|17.37\|15.30\|2685252;2026-04-30\|16.08\|-5.63\|16.80\|17.10\|15.72\|2221739;2026-05-06\|18.97\|17.97\|16.52\|19.28\|16.52\|2595082;2026-05-07\|19.20\|1.21\|18.88\|19.64\|18.50\|1915872;2026-05-08\|18.60\|-3.12\|18.84\|19.30\|18.31\|1632147;2026-05-11\|18.41\|-1.02\|18.90\|19.27\|17.60\|1732519;2026-05-12\|17.75\|-3.58\|18.19\|18.20\|17.05\|1928452;2026-05-13\|20.32\|14.48\|17.40\|20.58\|17.27\|2809642;2026-05-14\|19.10\|-6.00\|20.00\|20.20\|19.10\|1856959;2026-05-15\|18.71\|-2.04\|19.50\|20.36\|18.43\|2187025;2026-05-18\|18.70\|-0.05\|18.39\|19.44\|17.90\|1520501;2026-05-19\|18.70\|0.00\|18.52\|18.84\|17.67\|1273301;2026-05-20\|18.78\|0.43\|18.37\|19.45\|17.91\|1385615;2026-05-21\|17.81\|-5.17\|19.02\|19.74\|17.76\|1873542;2026-05-22\|20.49\|15.05\|17.93\|20.64\|17.90\|2854616;2026-05-25\|21.56\|5.22\|21.01\|21.83\|20.45\|2157632;2026-05-26\|22.80\|5.75\|20.81\|23.07\|20.55\|2446577;2026-05-27\|21.58\|-5.35\|22.10\|22.79\|21.32\|1610196;2026-05-28\|24.78\|14.83\|21.20\|25.00\|21.20\|2128080;2026-05-29\|23.35\|-5.77\|24.76\|24.87\|23.02\|1771335;2026-06-01\|21.36\|-8.52\|22.86\|23.00\|20.80\|1906086;2026-06-02\|23.18\|8.52\|21.28\|23.66\|20.95\|1865977;2026-06-03\|22.01\|-5.05\|22.93\|23.11\|21.60\|2090548;2026-06-04\|22.69\|3.09\|21.62\|23.30\|21.50\|1609184;2026-06-05\|21.75\|-4.14\|23.00\|23.70\|21.46\|1844223;2026-06-08\|21.98\|1.06\|20.00\|22.15\|20.00\|1505727;2026-06-09\|25.36\|15.38\|23.50\|25.40\|22.88\|2373422;2026-06-10\|25.21\|-0.59\|24.81\|25.89\|24.55\|1836460;2026-06-11\|26.45\|4.92\|25.08\|27.22\|24.30\|1950801;2026-06-12\|28.44\|7.52\|26.95\|30.31\|26.92\|2373924;2026-06-15\|34.13\|20.01\|29.45\|34.13\|29.45\|1904432;2026-06-16\|38.68\|13.33\|35.72\|39.59\|35.72\|2125701;2026-06-17\|40.23\|4.01\|37.20\|43.60\|37.18\|2406839;2026-06-18\|40.89\|1.64\|39.51\|41.78\|38.75\|1820937;2026-06-22\|41.60\|1.74\|41.20\|42.49\|39.88\|1844445;2026-06-23\|38.25\|-8.05\|41.00\|41.50\|37.84\|1737662;2026-06-24\|44.98\|17.59\|38.26\|45.90\|38.26\|2129880;2026-06-25\|47.88\|6.45\|42.95\|49.20\|42.60\|1737232;2026-06-26\|52.27\|9.17\|48.85\|54.10\|48.84\|1778775;2026-06-29\|47.82\|-8.51\|52.27\|52.27\|45.70\|2245847;2026-06-30\|46.67\|-2.40\|47.36\|48.99\|45.30\|1984956;2026-07-01\|46.75\|0.17\|48.00\|48.92\|45.68\|1689901;2026-07-02\|45.19\|-3.30\|43.50\|47.70\|42.90\|1436440;2026-07-03\|46.99\|3.98\|45.00\|50.41\|43.87\|2155540;2026-07-06\|40.66\|-13.47\|47.64\|48.53\|40.32\|2367343;2026-07-07\|40.30\|-0.89\|41.47\|42.31\|39.51\|1570707;2026-07-08\|37.16\|-7.79\|40.90\|41.75\|37.02\|1852004;2026-07-09\|38.85\|4.55\|37.91\|39.77\|36.33\|1845158;2026-07-10\|37.77\|-2.78\|40.12\|43.00\|37.50\|1979192
114549	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB钻针+AI服务器钻针+厦芝精密并购行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月30日投资者关系活动记录表，厦芝精密51%股权已完成交割，其AI服务器PCB钻针、极小径微钻订单旺盛，产能规模已接近全球第五，并计划2026年底月产能由1500万支扩至4000万支。 2、据2026年5月1日进展公告，发行股份收购厦芝精密剩余49%股权事项正与监管层沟通，预计5月快速推进，完成后将形成LED照明+PCB钻针双主业。 3、据2026年5月22日财闻，公司与关联方新设厦门市伊戈尔超硬涂层科技公司，强化高端涂层钻针配套能力。	公司拟收购厦门厦芝精密科技有限公司51%股权，标的为全球PCB龙头客户提供专业的微孔加工技术解决方案；其核心产品为PCB、FPC、IC载板以及AI PCB加工用钨钢微钻	2026-03-03\|113.86\|2.56\|122.27\|126.20\|110.06\|105803;2026-03-04\|118.09\|3.72\|113.00\|120.00\|105.66\|78785;2026-03-05\|112.60\|-4.65\|120.30\|130.88\|112.05\|96372;2026-03-06\|108.88\|-3.30\|113.33\|118.00\|107.50\|78376;2026-03-09\|108.88\|0.00\|107.00\|110.02\|100.06\|63931;2026-03-10\|113.78\|4.50\|110.01\|117.99\|108.00\|65322;2026-03-11\|106.42\|-6.47\|113.66\|114.50\|105.29\|59842;2026-03-12\|104.00\|-2.27\|106.45\|107.80\|102.80\|46342;2026-03-13\|103.28\|-0.69\|102.50\|106.00\|101.13\|31888;2026-03-16\|110.50\|6.99\|106.40\|111.89\|103.59\|59206;2026-03-17\|101.82\|-7.86\|111.60\|112.00\|101.48\|47753;2026-03-18\|103.06\|1.22\|102.66\|107.30\|100.00\|34250;2026-03-19\|98.22\|-4.70\|99.74\|101.25\|97.80\|32818;2026-03-20\|95.07\|-3.21\|99.30\|100.97\|95.00\|26585;2026-03-23\|89.95\|-5.39\|92.53\|94.03\|89.29\|31492;2026-03-24\|95.22\|5.86\|92.06\|95.35\|90.35\|28245;2026-03-25\|98.60\|3.55\|96.80\|101.60\|95.58\|39694;2026-03-26\|97.03\|-1.59\|97.55\|99.80\|95.58\|20082;2026-03-27\|100.90\|3.99\|95.27\|102.68\|95.14\|26791;2026-03-30\|102.42\|1.51\|100.18\|103.83\|99.00\|28759;2026-03-31\|100.02\|-2.34\|103.60\|103.96\|98.70\|21766;2026-04-01\|100.61\|0.59\|101.54\|103.98\|99.51\|16745;2026-04-02\|99.35\|-1.25\|99.99\|102.09\|98.25\|16118;2026-04-03\|103.00\|3.67\|98.81\|103.80\|98.51\|24611;2026-04-07\|114.01\|10.69\|105.80\|120.04\|105.55\|62367;2026-04-08\|126.00\|10.52\|116.29\|128.66\|115.09\|64346;2026-04-09\|136.20\|8.10\|125.98\|139.80\|125.60\|75565;2026-04-10\|143.00\|4.99\|132.45\|145.98\|130.24\|68832;2026-04-13\|142.00\|-0.70\|145.57\|149.59\|140.55\|48929;2026-04-14\|149.10\|5.00\|143.01\|152.50\|141.00\|42753;2026-04-15\|151.87\|1.86\|147.00\|154.97\|147.00\|35861;2026-04-16\|155.80\|2.59\|149.10\|157.31\|141.00\|50242;2026-04-17\|150.73\|-3.25\|152.12\|157.32\|149.78\|36776;2026-04-20\|149.13\|-1.06\|153.44\|162.93\|144.80\|52389;2026-04-21\|147.00\|-1.43\|148.26\|150.99\|144.23\|25514;2026-04-22\|154.34\|4.99\|147.02\|155.50\|146.01\|35139;2026-04-23\|150.49\|-2.49\|156.01\|157.50\|149.50\|22972;2026-04-24\|141.63\|-5.89\|149.30\|150.02\|139.02\|26582;2026-04-27\|142.40\|0.54\|144.00\|144.79\|140.00\|23864;2026-04-28\|137.52\|-3.43\|140.99\|141.03\|133.99\|25731;2026-04-29\|145.14\|5.54\|137.04\|150.71\|133.36\|45395;2026-04-30\|157.00\|8.17\|146.59\|158.50\|144.49\|51848;2026-05-06\|155.20\|-1.15\|157.13\|160.79\|149.31\|38278;2026-05-07\|164.90\|6.25\|154.34\|168.04\|153.00\|41957;2026-05-08\|163.53\|-0.83\|160.03\|167.77\|159.01\|24825;2026-05-11\|172.00\|5.18\|164.00\|175.57\|163.58\|34955;2026-05-12\|174.79\|1.62\|170.80\|176.60\|165.23\|24806;2026-05-13\|180.37\|3.19\|173.14\|189.66\|173.14\|35022;2026-05-14\|183.22\|1.58\|187.68\|195.45\|181.00\|25453;2026-05-15\|181.80\|-0.78\|184.00\|191.99\|177.00\|23500;2026-05-18\|195.14\|7.34\|180.89\|199.80\|175.21\|34583;2026-05-19\|199.86\|2.42\|195.30\|205.97\|191.86\|32376;2026-05-20\|206.32\|3.23\|196.49\|212.78\|195.87\|31865;2026-05-21\|198.94\|-3.58\|214.69\|214.70\|195.00\|40502;2026-05-22\|238.73\|20.00\|202.71\|238.73\|202.71\|54736;2026-05-25\|263.55\|10.40\|254.81\|268.88\|240.10\|61361;2026-05-26\|247.54\|-6.07\|250.99\|257.88\|236.88\|50298;2026-05-27\|240.11\|-3.00\|247.53\|250.98\|235.18\|32184;2026-05-28\|179.82\|5.05\|171.22\|182.88\|167.00\|47040;2026-05-29\|168.05\|-6.55\|179.82\|179.83\|166.10\|42220;2026-06-01\|152.50\|-9.25\|166.09\|169.68\|151.99\|58945;2026-06-02\|168.90\|10.75\|152.00\|170.60\|149.11\|46182;2026-06-03\|172.04\|1.86\|175.00\|180.68\|165.56\|62655;2026-06-04\|195.73\|13.77\|170.00\|202.02\|170.00\|63945;2026-06-05\|194.85\|-0.45\|193.00\|205.00\|193.00\|48457;2026-06-08\|185.92\|-4.58\|170.85\|198.62\|170.85\|44422;2026-06-09\|203.00\|9.19\|195.01\|205.31\|181.28\|50540;2026-06-10\|187.01\|-7.88\|205.00\|206.20\|181.18\|49263;2026-06-11\|183.47\|-1.89\|183.64\|190.79\|180.60\|29159;2026-06-12\|187.72\|2.32\|196.00\|201.10\|183.47\|46357;2026-06-15\|225.26\|20.00\|189.99\|225.26\|182.25\|62209;2026-06-16\|232.52\|3.22\|225.23\|240.50\|220.50\|53324;2026-06-17\|233.99\|0.63\|231.23\|243.76\|225.08\|45328;2026-06-18\|240.77\|2.90\|229.31\|251.25\|227.00\|41796;2026-06-22\|227.50\|-5.51\|244.98\|255.23\|217.70\|60737;2026-06-23\|200.98\|-11.66\|225.76\|227.80\|198.00\|66118;2026-06-24\|195.80\|-2.58\|202.80\|206.18\|193.53\|58437;2026-06-25\|190.01\|-2.96\|196.00\|202.90\|177.10\|80296;2026-06-26\|190.62\|0.32\|189.08\|202.50\|185.70\|62178;2026-06-29\|200.00\|4.92\|193.29\|204.56\|180.50\|72010;2026-06-30\|183.92\|-8.04\|190.25\|193.67\|173.00\|80350;2026-07-01\|178.21\|-3.10\|182.80\|187.99\|175.11\|50673;2026-07-02\|169.85\|-4.69\|174.74\|178.89\|168.16\|41190;2026-07-03\|169.12\|-0.43\|166.80\|175.89\|164.38\|32218;2026-07-06\|152.65\|-9.74\|169.00\|169.88\|147.00\|57401;2026-07-07\|147.88\|-3.12\|153.49\|154.67\|144.72\|29880;2026-07-08\|146.66\|-0.82\|150.49\|152.88\|142.50\|32191;2026-07-09\|147.77\|0.76\|149.00\|150.46\|140.00\|41096;2026-07-10\|142.03\|-3.88\|152.21\|163.34\|142.03\|51828
114548	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB涨价+Mini/MicroLED+一季报增长行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据人民财讯2026年6月15日报道，受原材料覆铜板价格持续大幅上涨影响，木林森全资子公司新余木林森电子有限公司决定自2026年6月12日起，对全线PCB产品价格上调20%。 2、据2026年5月19日投资者关系活动记录表，公司MiniLED已实现规模化量产并批量供货，MicroLED完成技术平台搭建，未来重点发展Mini/MicroLED、光通信与光互连等创新产业。 3、据2026年4月28日公告，公司2026年一季报实现营收47.20亿元，同比增长21.45%；实现归母净利润4.19亿元，同比增长193.26%。	子公司对全线PCB产品价格上调20%	2026-03-03\|8.29\|-7.68\|8.98\|9.07\|8.27\|642893;2026-03-04\|8.19\|-1.21\|8.25\|8.41\|8.15\|305742;2026-03-05\|8.63\|5.37\|8.45\|9.01\|8.44\|1170918;2026-03-06\|8.61\|-0.23\|8.55\|8.70\|8.25\|638396;2026-03-09\|8.81\|2.32\|8.44\|8.86\|8.34\|481864;2026-03-10\|8.93\|1.36\|8.81\|8.98\|8.79\|314158;2026-03-11\|8.99\|0.67\|8.91\|9.12\|8.89\|338399;2026-03-12\|9.03\|0.44\|8.94\|9.22\|8.93\|309967;2026-03-13\|8.97\|-0.66\|8.96\|9.10\|8.94\|299411;2026-03-16\|8.79\|-2.01\|8.93\|8.97\|8.70\|251525;2026-03-17\|8.73\|-0.68\|8.80\|8.93\|8.70\|220437;2026-03-18\|8.67\|-0.69\|8.68\|8.80\|8.55\|181533;2026-03-19\|8.57\|-1.15\|8.55\|8.70\|8.47\|207353;2026-03-20\|8.58\|0.12\|8.59\|8.76\|8.52\|264179;2026-03-23\|7.95\|-7.34\|8.45\|8.52\|7.81\|464015;2026-03-24\|8.17\|2.77\|8.07\|8.19\|7.89\|249852;2026-03-25\|8.51\|4.16\|8.19\|8.56\|8.16\|316441;2026-03-26\|8.46\|-0.59\|8.49\|8.59\|8.36\|219758;2026-03-27\|8.73\|3.19\|8.51\|9.31\|8.50\|1618778;2026-03-30\|8.70\|-0.34\|8.33\|8.78\|8.15\|777005;2026-03-31\|8.42\|-3.22\|8.72\|8.76\|8.42\|331195;2026-04-01\|8.69\|3.21\|8.55\|8.84\|8.41\|396064;2026-04-02\|8.45\|-2.76\|8.63\|8.71\|8.40\|265985;2026-04-03\|8.25\|-2.37\|8.45\|8.51\|8.23\|181964;2026-04-07\|8.26\|0.12\|8.26\|8.39\|8.21\|133473;2026-04-08\|8.68\|5.08\|8.45\|8.74\|8.40\|345698;2026-04-09\|8.61\|-0.81\|8.58\|8.73\|8.56\|273310;2026-04-10\|8.62\|0.12\|8.69\|8.77\|8.60\|298563;2026-04-13\|8.44\|-2.09\|8.52\|8.63\|8.39\|237362;2026-04-14\|8.37\|-0.83\|8.48\|8.56\|8.28\|232460;2026-04-15\|8.41\|0.48\|8.41\|8.48\|8.33\|209801;2026-04-16\|8.42\|0.12\|8.41\|8.44\|8.29\|238236;2026-04-17\|8.69\|3.21\|8.37\|8.93\|8.34\|719463;2026-04-20\|8.74\|0.58\|8.68\|8.85\|8.58\|533117;2026-04-21\|8.62\|-1.37\|8.74\|8.82\|8.51\|305319;2026-04-22\|8.99\|4.29\|8.54\|9.08\|8.53\|743063;2026-04-23\|8.88\|-1.22\|8.99\|9.00\|8.75\|368939;2026-04-24\|8.81\|-0.79\|8.80\|8.95\|8.66\|295325;2026-04-27\|8.86\|0.57\|8.81\|8.94\|8.76\|293462;2026-04-28\|9.39\|5.98\|9.15\|9.57\|9.08\|1226137;2026-04-29\|9.45\|0.64\|9.37\|9.53\|9.22\|677371;2026-04-30\|9.49\|0.42\|9.45\|9.60\|9.37\|448032;2026-05-06\|9.61\|1.26\|9.52\|9.65\|9.48\|503179;2026-05-07\|9.85\|2.50\|9.52\|9.98\|9.49\|524453;2026-05-08\|9.80\|-0.51\|9.77\|9.90\|9.65\|419610;2026-05-11\|9.60\|-2.04\|9.88\|9.99\|9.46\|866810;2026-05-12\|9.53\|-0.73\|9.56\|9.60\|9.43\|494010;2026-05-13\|10.00\|4.93\|9.45\|10.03\|9.40\|782362;2026-05-14\|10.06\|0.60\|9.94\|10.20\|9.88\|683455;2026-05-15\|9.68\|-3.78\|10.05\|10.17\|9.58\|543584;2026-05-18\|9.65\|-0.31\|9.60\|9.82\|9.47\|337464;2026-05-19\|9.72\|0.73\|9.59\|9.75\|9.48\|327954;2026-05-20\|10.11\|4.01\|9.66\|10.14\|9.60\|642330;2026-05-21\|9.68\|-4.25\|10.31\|10.61\|9.65\|719931;2026-05-22\|9.84\|1.65\|9.75\|10.07\|9.55\|544956;2026-05-25\|10.82\|9.96\|9.91\|10.82\|9.85\|1141713;2026-05-26\|10.46\|-3.33\|11.05\|11.06\|10.27\|1166014;2026-05-27\|11.00\|5.16\|10.75\|11.20\|10.67\|1397101;2026-05-28\|10.90\|-0.91\|10.91\|11.18\|10.81\|889230;2026-05-29\|10.39\|-4.68\|10.90\|10.98\|10.28\|833406;2026-06-01\|10.05\|-3.27\|10.29\|10.47\|10.03\|640749;2026-06-02\|10.26\|2.09\|10.04\|10.48\|10.01\|627013;2026-06-03\|10.31\|0.49\|10.25\|10.86\|10.22\|653832;2026-06-04\|10.30\|-0.10\|10.16\|10.60\|10.12\|634562;2026-06-05\|10.06\|-2.33\|10.17\|10.47\|9.60\|727923;2026-06-08\|9.71\|-3.48\|9.75\|10.10\|9.56\|610231;2026-06-09\|9.68\|-0.31\|9.85\|9.95\|9.55\|542954;2026-06-10\|9.51\|-1.76\|9.51\|9.85\|9.36\|510831;2026-06-11\|9.23\|-2.94\|9.41\|9.54\|9.14\|461231;2026-06-12\|9.32\|0.98\|9.51\|9.80\|9.18\|642214;2026-06-15\|10.25\|9.98\|9.50\|10.25\|9.38\|956926;2026-06-16\|10.63\|3.71\|10.25\|10.82\|10.21\|1256396;2026-06-17\|11.43\|7.53\|10.59\|11.52\|10.50\|1342368;2026-06-18\|11.33\|-0.87\|11.49\|11.83\|11.23\|1059761;2026-06-22\|11.66\|2.91\|11.46\|12.10\|11.38\|1105514;2026-06-23\|11.42\|-2.06\|11.65\|11.65\|11.14\|760058;2026-06-24\|12.04\|5.43\|11.31\|12.15\|11.21\|1044286;2026-06-25\|12.67\|5.23\|12.19\|13.11\|12.06\|1311079;2026-06-26\|12.78\|0.87\|12.55\|13.15\|12.38\|1243119;2026-06-29\|11.83\|-7.43\|12.45\|12.79\|11.53\|1307214;2026-06-30\|12.55\|6.09\|11.95\|12.68\|11.90\|1020816;2026-07-01\|12.45\|-0.80\|12.55\|12.92\|12.26\|910775;2026-07-02\|11.90\|-4.42\|12.00\|12.39\|11.74\|806526;2026-07-03\|11.96\|0.50\|11.90\|12.39\|11.30\|922906;2026-07-06\|11.63\|-2.76\|12.13\|12.23\|11.35\|682990;2026-07-07\|12.15\|4.47\|11.52\|12.52\|11.41\|1148978;2026-07-08\|11.56\|-4.86\|12.23\|12.36\|11.37\|932574;2026-07-09\|12.72\|10.03\|12.10\|12.72\|12.03\|490737;2026-07-10\|12.84\|0.94\|13.66\|13.98\|12.76\|1883254
114547	全球最大PPE树脂产区停产，PCB材料持续涨价	电子布涨价+特种电子布+AI算力行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据证券时报2026年6月15日报道，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%，核心驱动力来自AI算力需求带来的结构性增长。 2、据2026年4月10日年报，AI算力硬件迭代催生PCB行业结构性增长，预计低介电、低热膨胀系数等高功能性特种电子布需求将大幅增长，公司2025年特种电子布收入1.78亿元，同比大增1327%。 3、据2026年6月13日公告，公司全资子公司黄石宏和投资约80亿元建设“高性能电子材料产业园项目”，近日已取得相关地块不动产权证，项目取得实质进展。	公司是全球高端电子级玻璃纤维布龙头，极薄布、低介电、低CTE特种电子布技术国际领先，为AI服务器PCB核心上游材料	2026-03-03\|75.59\|-3.36\|81.00\|81.39\|75.00\|291768;2026-03-04\|74.18\|-1.87\|74.08\|76.40\|73.39\|225813;2026-03-05\|72.34\|-2.48\|75.76\|75.76\|71.30\|237845;2026-03-06\|69.22\|-4.31\|72.73\|73.00\|69.00\|231256;2026-03-09\|68.80\|-0.61\|67.99\|69.08\|65.01\|218344;2026-03-10\|73.43\|6.73\|70.30\|75.00\|69.00\|393119;2026-03-11\|73.06\|-0.50\|73.55\|75.98\|72.00\|299613;2026-03-12\|72.58\|-0.66\|71.99\|75.60\|71.16\|242521;2026-03-13\|70.58\|-2.76\|71.18\|73.60\|69.15\|180092;2026-03-16\|71.41\|1.18\|72.00\|72.30\|68.30\|166805;2026-03-17\|66.00\|-7.58\|72.95\|73.80\|65.77\|202924;2026-03-18\|69.30\|5.00\|67.18\|69.78\|65.85\|199113;2026-03-19\|66.10\|-4.62\|67.80\|68.50\|66.03\|118507;2026-03-20\|64.10\|-3.03\|67.36\|68.78\|64.10\|143036;2026-03-23\|60.77\|-5.20\|62.70\|64.00\|60.48\|155588;2026-03-24\|63.73\|4.87\|62.00\|64.11\|59.68\|155457;2026-03-25\|66.42\|4.22\|66.68\|68.73\|65.81\|164718;2026-03-26\|66.24\|-0.27\|65.50\|68.91\|65.13\|153704;2026-03-27\|65.58\|-1.00\|64.56\|66.88\|63.90\|116134;2026-03-30\|72.14\|10.00\|65.40\|72.14\|64.54\|287144;2026-03-31\|70.05\|-2.90\|71.60\|73.00\|69.08\|280408;2026-04-01\|72.93\|4.11\|75.24\|77.06\|70.50\|389460;2026-04-02\|68.36\|-6.27\|70.51\|70.51\|67.03\|251965;2026-04-03\|68.00\|-0.53\|68.36\|70.99\|67.06\|206215;2026-04-07\|69.00\|1.47\|67.97\|71.39\|67.88\|174396;2026-04-08\|74.17\|7.49\|71.98\|74.38\|69.80\|273386;2026-04-09\|76.20\|2.74\|72.50\|77.18\|72.15\|231438;2026-04-10\|81.18\|6.54\|77.20\|83.82\|75.27\|340850;2026-04-13\|89.30\|10.00\|81.18\|89.30\|80.94\|182436;2026-04-14\|98.00\|9.74\|95.00\|98.23\|94.00\|352806;2026-04-15\|102.07\|4.15\|98.27\|107.80\|98.26\|488342;2026-04-16\|101.50\|-0.56\|102.00\|104.99\|98.88\|321930;2026-04-17\|105.30\|3.74\|97.69\|109.57\|97.69\|333423;2026-04-20\|103.96\|-1.27\|103.00\|108.86\|102.02\|314331;2026-04-21\|106.42\|2.37\|105.00\|108.00\|102.86\|248906;2026-04-22\|107.35\|0.87\|106.60\|109.90\|101.00\|247874;2026-04-23\|105.89\|-1.36\|112.00\|113.56\|104.90\|277569;2026-04-24\|107.00\|1.05\|103.72\|110.00\|103.57\|253884;2026-04-27\|106.41\|-0.55\|108.54\|111.77\|105.55\|221873;2026-04-28\|109.65\|3.04\|107.00\|113.42\|104.20\|262285;2026-04-29\|120.62\|10.00\|108.52\|120.62\|108.52\|156402;2026-04-30\|119.10\|-1.26\|125.00\|125.50\|111.16\|375010;2026-05-06\|131.01\|10.00\|122.50\|131.01\|122.26\|131119;2026-05-07\|144.11\|10.00\|135.00\|144.11\|135.00\|221060;2026-05-08\|148.87\|3.30\|144.98\|151.08\|138.68\|237760;2026-05-11\|149.98\|0.75\|147.93\|153.20\|140.79\|281994;2026-05-12\|148.31\|-1.11\|147.00\|151.00\|143.55\|209959;2026-05-13\|146.22\|-1.41\|143.50\|147.64\|140.20\|208616;2026-05-14\|141.83\|-3.00\|146.00\|147.80\|140.12\|176225;2026-05-15\|134.10\|-5.45\|141.62\|142.60\|132.00\|221019;2026-05-18\|131.48\|-1.95\|134.10\|134.90\|130.00\|182559;2026-05-19\|137.21\|4.36\|131.48\|137.98\|127.89\|223859;2026-05-20\|145.00\|5.68\|135.84\|147.01\|134.00\|249481;2026-05-21\|144.88\|-0.08\|148.00\|155.99\|141.50\|287969;2026-05-22\|159.37\|10.00\|148.00\|159.37\|147.99\|194299;2026-05-25\|175.31\|10.00\|167.49\|175.31\|164.50\|204415;2026-05-26\|183.90\|4.90\|175.31\|190.87\|171.50\|237878;2026-05-27\|179.92\|-2.16\|183.50\|189.02\|178.60\|212829;2026-05-28\|197.91\|10.00\|181.00\|197.91\|181.00\|162620;2026-05-29\|202.15\|2.14\|208.00\|208.00\|194.92\|219822;2026-06-01\|181.94\|-10.00\|181.94\|191.10\|181.94\|60384;2026-06-02\|198.80\|9.27\|163.75\|200.13\|163.75\|292713;2026-06-03\|197.37\|-0.72\|195.00\|207.67\|190.05\|241477;2026-06-04\|195.01\|-1.20\|194.00\|198.61\|192.59\|144992;2026-06-05\|196.06\|0.54\|192.00\|210.49\|190.10\|173625;2026-06-08\|188.56\|-3.83\|186.60\|195.00\|182.30\|175007;2026-06-09\|207.34\|10.00\|197.02\|207.34\|192.00\|156555;2026-06-10\|197.85\|-4.58\|201.21\|203.33\|188.00\|217331;2026-06-11\|211.00\|6.65\|196.80\|215.00\|193.77\|192094;2026-06-12\|207.89\|-1.47\|216.00\|225.01\|207.89\|182911;2026-06-15\|228.68\|10.00\|212.05\|228.68\|203.55\|166999;2026-06-16\|251.55\|10.00\|237.02\|251.55\|234.66\|132057;2026-06-17\|258.90\|2.92\|256.00\|276.00\|253.00\|226130;2026-06-18\|257.80\|-0.42\|244.70\|264.30\|244.70\|187693;2026-06-22\|263.01\|2.02\|257.75\|274.07\|251.18\|179393;2026-06-23\|247.90\|-5.75\|260.36\|260.36\|242.42\|134577;2026-06-24\|267.98\|8.10\|243.01\|272.00\|243.01\|151449;2026-06-25\|276.76\|3.28\|267.99\|287.59\|262.00\|149074;2026-06-26\|297.00\|7.31\|275.39\|304.00\|275.39\|171651;2026-06-29\|267.30\|-10.00\|287.00\|287.00\|267.30\|141737;2026-06-30\|265.33\|-0.74\|256.02\|280.00\|256.02\|159550;2026-07-01\|255.97\|-3.53\|268.55\|269.90\|249.40\|139817;2026-07-02\|233.23\|-8.88\|244.90\|253.20\|233.00\|160706;2026-07-03\|238.00\|2.05\|233.24\|251.90\|228.70\|170933;2026-07-06\|219.33\|-7.84\|238.23\|241.74\|214.20\|185478;2026-07-07\|218.35\|-0.45\|219.34\|224.78\|213.01\|125276;2026-07-08\|205.00\|-6.11\|222.72\|223.99\|204.68\|148503;2026-07-09\|213.65\|4.22\|209.04\|215.00\|201.18\|154554;2026-07-10\|206.03\|-3.57\|215.00\|224.14\|206.00\|144108
114546	全球最大PPE树脂产区停产，PCB材料持续涨价	钨矿增储+PCB钻针棒扩产+西南研发中心行业原因： 1、中钨在线最新数据显示，截至2月9日，65%黑钨精矿价格报68.5万元/标吨，较年初涨48.9%。仲钨酸铵（APT）价格报100万元/吨，较年初涨49.3%。 2、江海证券研报认为，需求端的快速增长是推动钨粉价格上行的核心动力。在新能源、光伏等高景气赛道加速扩张的背景下，钨作为关键功能性材料的战略价值不断提升。公司原因： 1、据2026年2月10日公告，子公司株洲硬质合金集团有限公司拟1.45亿元投建PCB钻针棒3000万支/年项目，建设期12个月，巩固PCB刀具全产业链龙头地位。 2、据2026年1月21日公告，柿竹园矿区新增钨金属量9.17万吨，公司钨资源保有量升至约68万吨。 3、据2026年2月11日公告，董事会同意在成都建设西南研发中心，总投资9929.8万元，建设期18个月。	公司旗下子公司金洲公司是PCB微钻领域龙头，具备极小径钻头精磨等核心技术	2026-03-03\|64.94\|-5.91\|68.75\|71.50\|64.77\|1122076;2026-03-04\|66.48\|2.37\|62.31\|68.83\|62.00\|957298;2026-03-05\|64.37\|-3.17\|67.81\|67.95\|63.66\|782869;2026-03-06\|65.66\|2.00\|65.00\|68.60\|63.70\|728781;2026-03-09\|65.11\|-0.84\|64.60\|65.85\|61.64\|658924;2026-03-10\|66.46\|2.07\|66.08\|66.61\|62.50\|593772;2026-03-11\|62.85\|-5.43\|67.69\|69.20\|62.40\|948286;2026-03-12\|62.30\|-0.88\|62.51\|64.50\|61.01\|687058;2026-03-13\|56.07\|-10.00\|59.70\|59.70\|56.07\|1232874;2026-03-16\|55.19\|-1.57\|54.61\|56.24\|53.49\|910102;2026-03-17\|53.55\|-2.97\|54.53\|55.84\|53.41\|643134;2026-03-18\|54.44\|1.66\|54.28\|55.20\|53.49\|443201;2026-03-19\|51.39\|-5.60\|53.20\|53.46\|50.97\|739162;2026-03-20\|50.09\|-2.53\|52.41\|52.68\|49.74\|532683;2026-03-23\|47.76\|-4.65\|48.50\|50.00\|47.20\|551973;2026-03-24\|49.74\|4.15\|48.81\|49.74\|46.64\|727319;2026-03-25\|49.55\|-0.38\|51.14\|51.78\|48.77\|808340;2026-03-26\|47.11\|-4.92\|49.81\|49.98\|46.70\|601809;2026-03-27\|48.62\|3.21\|46.89\|49.41\|46.40\|683203;2026-03-30\|48.82\|0.41\|49.99\|50.22\|47.80\|542773;2026-03-31\|47.71\|-2.27\|49.79\|49.92\|47.20\|498101;2026-04-01\|48.87\|2.43\|48.73\|49.33\|48.03\|478495;2026-04-02\|46.17\|-5.52\|48.00\|48.16\|45.55\|541320;2026-04-03\|46.27\|0.22\|46.86\|47.24\|46.00\|355314;2026-04-07\|47.64\|2.96\|46.87\|48.54\|46.57\|454108;2026-04-08\|49.45\|3.80\|49.00\|49.83\|48.22\|881840;2026-04-09\|49.15\|-0.61\|48.42\|50.10\|47.93\|523657;2026-04-10\|48.98\|-0.35\|49.20\|49.87\|47.20\|898393;2026-04-13\|48.35\|-1.29\|48.30\|49.30\|46.95\|637699;2026-04-14\|49.94\|3.29\|49.18\|50.54\|48.36\|854611;2026-04-15\|47.18\|-5.53\|50.96\|51.01\|46.80\|1200172;2026-04-16\|51.90\|10.00\|47.61\|51.90\|45.60\|1247225;2026-04-17\|56.12\|8.13\|53.50\|57.09\|53.37\|1945776;2026-04-20\|58.54\|4.31\|57.16\|60.75\|57.16\|1441616;2026-04-21\|57.81\|-1.25\|58.00\|58.69\|56.88\|725388;2026-04-22\|58.13\|0.55\|57.74\|59.66\|56.71\|953165;2026-04-23\|56.57\|-2.68\|57.78\|58.20\|55.00\|917873;2026-04-24\|55.18\|-2.46\|55.31\|56.92\|53.30\|752655;2026-04-27\|53.83\|-2.45\|54.01\|56.74\|53.55\|871141;2026-04-28\|52.10\|-3.21\|53.82\|54.50\|51.13\|681152;2026-04-29\|57.31\|10.00\|52.07\|57.31\|51.80\|826627;2026-04-30\|58.19\|1.54\|58.00\|59.90\|57.30\|1241948;2026-05-06\|61.99\|6.53\|58.47\|62.83\|55.68\|1433116;2026-05-07\|63.19\|1.94\|62.88\|64.31\|61.05\|1078478;2026-05-08\|60.47\|-4.30\|61.80\|62.79\|59.70\|1072527;2026-05-11\|60.64\|0.28\|60.00\|61.76\|59.12\|944088;2026-05-12\|59.68\|-1.58\|60.88\|60.99\|58.53\|634916;2026-05-13\|62.46\|4.66\|59.33\|63.30\|59.09\|1003488;2026-05-14\|59.05\|-5.46\|61.84\|63.25\|58.80\|759567;2026-05-15\|56.46\|-4.39\|58.54\|59.12\|56.00\|675737;2026-05-18\|56.96\|0.89\|56.21\|58.64\|55.88\|544500;2026-05-19\|53.97\|-5.25\|56.47\|56.80\|52.53\|706559;2026-05-20\|55.18\|2.24\|54.01\|55.29\|52.72\|692103;2026-05-21\|56.71\|2.77\|55.13\|60.50\|54.90\|1030059;2026-05-22\|62.38\|10.00\|57.24\|62.38\|57.20\|918080;2026-05-25\|64.21\|2.93\|64.80\|65.30\|62.20\|1148122;2026-05-26\|67.69\|5.42\|63.94\|68.90\|63.03\|1286962;2026-05-27\|64.83\|-4.23\|68.80\|68.82\|63.60\|1051820;2026-05-28\|68.97\|6.39\|64.68\|70.38\|64.21\|1096913;2026-05-29\|68.00\|-1.41\|68.97\|70.96\|66.70\|990877;2026-06-01\|63.18\|-7.09\|68.02\|70.80\|63.01\|930470;2026-06-02\|66.51\|5.27\|64.13\|67.10\|61.30\|834733;2026-06-03\|71.71\|7.82\|65.89\|73.16\|65.11\|1227031;2026-06-04\|74.33\|3.65\|70.50\|74.81\|69.00\|1056332;2026-06-05\|70.10\|-5.69\|73.03\|74.31\|69.54\|823078;2026-06-08\|67.92\|-3.11\|66.00\|72.24\|64.57\|935596;2026-06-09\|70.80\|4.24\|69.00\|71.18\|67.28\|801430;2026-06-10\|72.90\|2.97\|69.18\|74.60\|68.20\|1021322;2026-06-11\|77.95\|6.93\|72.80\|79.60\|72.22\|1331268;2026-06-12\|79.00\|1.35\|80.31\|84.32\|75.68\|1620659;2026-06-15\|86.90\|10.00\|80.80\|86.90\|77.99\|1210464;2026-06-16\|92.50\|6.44\|89.48\|94.14\|89.01\|1231093;2026-06-17\|89.53\|-3.21\|89.00\|92.12\|88.00\|1078428;2026-06-18\|98.48\|10.00\|88.75\|98.48\|88.75\|914634;2026-06-22\|108.33\|10.00\|103.08\|108.33\|101.58\|831319;2026-06-23\|102.50\|-5.38\|113.99\|113.99\|101.08\|1383866;2026-06-24\|100.08\|-2.36\|99.86\|101.96\|94.79\|1198902;2026-06-25\|105.68\|5.60\|101.00\|107.58\|98.00\|1029206;2026-06-26\|99.51\|-5.84\|103.06\|109.68\|99.00\|936942;2026-06-29\|95.57\|-3.96\|98.00\|101.50\|91.68\|1015100;2026-06-30\|95.72\|0.16\|94.00\|97.30\|92.52\|775556;2026-07-01\|95.94\|0.23\|98.61\|101.33\|94.41\|758931;2026-07-02\|97.03\|1.14\|91.00\|101.50\|90.68\|1054773;2026-07-03\|89.63\|-7.63\|95.00\|96.53\|87.88\|979989;2026-07-06\|80.46\|-10.00\|89.76\|90.58\|80.46\|1088862;2026-07-07\|76.84\|-4.50\|80.13\|80.80\|75.41\|753162;2026-07-08\|73.95\|-3.76\|77.61\|78.79\|72.98\|611139;2026-07-09\|75.99\|2.76\|75.00\|76.46\|71.06\|672849;2026-07-10\|74.71\|-1.68\|75.99\|80.11\|74.60\|783606
114545	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB化学品+电镀添加剂+先进封装+一季报增长行业原因： 1、据财闻6月11日报道，分析师郭明錤称台积电下一代先进封装CoPoS预计2028年下半年量产，并澄清玻璃与ABF为搭配共存关系。 2、光大证券6月9日研报指出，华为提出的“韬定律”强调通过先进封装系统性提升算力效率，其在国产算力体系中的战略地位持续抬升。公司原因： 1、据2026年5月11日投资者关系活动记录表，公司TGV电镀添加剂已实现批量出货并逐步放量，是部分头部客户核心供应商，正配合客户量产计划推进产业化进程。 2、据东北证券2026年6月11日研报，公司沉铜/电镀化学品产品通过英伟达认证；据2026年5月11日投资者关系活动记录表，适配AI算力高端PCB的SkyStrate VF系列电镀添加剂已通过部分IC载板厂量产导入。 3、据2026年4月28日公告，公司2026年一季度实现营收1.45亿元，同比增长42.41%，归母净利润2993.86万元，同比增长57.79%，高毛利电镀添加剂销售占比提升驱动利润增速高于营收增速。	1、公司主要从事PCB所需要的专用电子化学品，前期已有TGV相关玻璃基板通孔填孔的研发和技术储备； 2、公司先进封装的产品主要聚焦于RDL、bumping、TSV和TGV,其相关的电镀添加剂已经研发完成，并处于下游客户持续验证阶段	2026-03-03\|81.50\|-4.88\|84.04\|88.99\|81.00\|48298;2026-03-04\|85.80\|5.28\|81.33\|88.00\|79.58\|49689;2026-03-05\|90.12\|5.04\|87.90\|95.30\|87.00\|65801;2026-03-06\|86.85\|-3.63\|89.00\|89.88\|84.30\|42531;2026-03-09\|85.22\|-1.88\|84.00\|86.81\|80.57\|36096;2026-03-10\|88.61\|3.98\|86.13\|89.99\|85.50\|31304;2026-03-11\|86.53\|-2.35\|89.46\|90.68\|86.50\|31718;2026-03-12\|83.77\|-3.19\|86.20\|87.22\|82.68\|35107;2026-03-13\|83.65\|-0.14\|84.00\|89.69\|83.00\|32843;2026-03-16\|82.42\|-1.47\|83.78\|83.78\|80.00\|31402;2026-03-17\|78.01\|-5.35\|83.77\|84.77\|78.01\|34168;2026-03-18\|78.50\|0.63\|78.88\|79.65\|77.35\|17924;2026-03-19\|74.62\|-4.94\|77.00\|77.99\|74.21\|18320;2026-03-20\|72.42\|-2.95\|74.42\|76.50\|72.07\|20149;2026-03-23\|66.31\|-8.44\|71.55\|71.55\|65.88\|30333;2026-03-24\|75.88\|14.43\|69.00\|77.00\|66.33\|44750;2026-03-25\|78.28\|3.16\|78.00\|80.76\|77.00\|47755;2026-03-26\|74.30\|-5.08\|76.88\|77.43\|74.01\|32162;2026-03-27\|77.82\|4.74\|73.62\|80.33\|71.66\|43763;2026-03-30\|79.20\|1.77\|75.76\|80.75\|75.76\|31775;2026-03-31\|78.95\|-0.32\|78.81\|83.93\|77.88\|38204;2026-04-01\|79.48\|0.67\|82.00\|82.50\|78.69\|28162;2026-04-02\|76.90\|-3.25\|79.08\|79.91\|75.50\|29876;2026-04-03\|75.70\|-1.56\|77.52\|78.72\|75.59\|19352;2026-04-07\|77.55\|2.44\|75.99\|80.60\|75.70\|25483;2026-04-08\|87.30\|12.57\|80.15\|89.49\|79.10\|68551;2026-04-09\|88.78\|1.70\|86.30\|88.88\|84.82\|40814;2026-04-10\|88.28\|-0.56\|91.54\|96.98\|87.60\|72427;2026-04-13\|86.24\|-2.31\|86.80\|88.56\|85.66\|53160;2026-04-14\|87.13\|1.03\|86.98\|90.51\|86.45\|56773;2026-04-15\|98.56\|13.12\|87.97\|100.80\|86.93\|104961;2026-04-16\|94.16\|-4.46\|98.50\|98.50\|93.86\|60585;2026-04-17\|97.35\|3.39\|92.86\|100.56\|91.88\|66764;2026-04-20\|94.36\|-3.07\|97.00\|98.80\|93.30\|58451;2026-04-21\|94.08\|-0.30\|93.28\|94.69\|92.03\|33446;2026-04-22\|96.80\|2.89\|94.26\|98.50\|93.97\|39762;2026-04-23\|92.80\|-4.13\|97.10\|98.50\|91.71\|34817;2026-04-24\|89.32\|-3.75\|93.40\|94.79\|87.66\|38942;2026-04-27\|94.58\|5.89\|90.00\|96.85\|89.60\|38836;2026-04-28\|99.80\|5.52\|95.60\|101.89\|93.23\|69928;2026-04-29\|94.08\|-5.73\|97.00\|99.60\|93.87\|55426;2026-04-30\|93.22\|-0.91\|94.65\|95.85\|92.51\|30418;2026-05-06\|99.30\|6.52\|94.38\|100.30\|94.18\|68377;2026-05-07\|103.48\|4.21\|100.00\|105.77\|98.66\|64988;2026-05-08\|100.98\|-2.42\|102.14\|106.10\|100.00\|50061;2026-05-11\|121.18\|20.00\|103.00\|121.18\|102.80\|99897;2026-05-12\|131.76\|8.73\|130.50\|135.00\|122.50\|99974;2026-05-13\|136.50\|3.60\|130.00\|137.98\|127.70\|84338;2026-05-14\|148.00\|8.42\|132.00\|152.00\|127.55\|127612;2026-05-15\|139.90\|-5.47\|139.12\|150.05\|138.56\|94483;2026-05-18\|143.80\|2.79\|139.05\|148.03\|137.00\|100022;2026-05-19\|155.10\|7.86\|147.00\|156.88\|147.00\|101630;2026-05-20\|148.77\|-4.08\|157.99\|165.00\|143.79\|80534;2026-05-21\|142.35\|-4.32\|167.00\|173.42\|140.22\|125115;2026-05-22\|170.82\|20.00\|149.94\|170.82\|149.94\|77574;2026-05-25\|183.00\|7.13\|186.20\|189.66\|176.49\|121105;2026-05-26\|178.13\|-2.66\|180.00\|182.00\|165.11\|103596;2026-05-27\|167.13\|-6.18\|182.99\|182.99\|163.89\|100157;2026-05-28\|169.77\|1.58\|162.01\|174.53\|158.00\|92136;2026-05-29\|165.33\|-2.62\|169.46\|184.00\|163.30\|127375;2026-06-01\|159.89\|-3.29\|164.00\|167.89\|152.81\|72362;2026-06-02\|162.17\|1.43\|157.00\|163.45\|147.10\|80359;2026-06-03\|158.39\|-2.33\|161.12\|162.90\|153.20\|70321;2026-06-04\|171.68\|8.39\|155.39\|175.00\|155.00\|94303;2026-06-05\|176.50\|2.81\|166.12\|187.88\|161.77\|104518;2026-06-08\|177.56\|0.60\|164.80\|182.98\|160.80\|68803;2026-06-09\|181.00\|1.94\|183.00\|187.87\|170.80\|59657;2026-06-10\|169.01\|-6.62\|174.21\|177.38\|164.08\|52407;2026-06-11\|162.45\|-3.88\|165.41\|171.98\|159.02\|39455;2026-06-12\|154.44\|-4.93\|168.51\|172.39\|152.53\|63782;2026-06-15\|185.33\|20.00\|160.00\|185.33\|158.22\|89751;2026-06-16\|195.26\|5.36\|189.93\|202.89\|180.00\|119785;2026-06-17\|196.12\|0.44\|193.99\|213.88\|190.01\|109182;2026-06-18\|194.65\|-0.75\|196.51\|205.90\|190.44\|84169;2026-06-22\|187.50\|-3.67\|195.78\|199.97\|181.80\|85714;2026-06-23\|170.07\|-9.30\|180.00\|183.00\|168.51\|73120;2026-06-24\|171.90\|1.08\|168.80\|172.88\|164.00\|66973;2026-06-25\|186.33\|8.39\|180.00\|199.80\|174.00\|105512;2026-06-26\|198.81\|6.70\|181.11\|202.50\|175.33\|113605;2026-06-29\|191.33\|-3.76\|199.92\|201.01\|169.00\|110190;2026-06-30\|207.95\|8.77\|186.00\|209.94\|177.50\|90616;2026-07-01\|196.65\|-5.43\|201.00\|207.00\|187.06\|84233;2026-07-02\|175.33\|-10.84\|183.00\|189.98\|173.04\|64657;2026-07-03\|163.80\|-6.58\|172.55\|176.97\|163.20\|63287;2026-07-06\|150.18\|-8.31\|162.84\|166.66\|150.00\|62350;2026-07-07\|150.00\|-0.12\|148.14\|155.75\|145.00\|46427;2026-07-08\|141.20\|-5.87\|151.23\|155.30\|140.18\|47176;2026-07-09\|149.37\|5.79\|145.66\|150.67\|139.66\|54602;2026-07-10\|140.02\|-6.26\|153.90\|155.54\|140.01\|5057660
114544	全球最大PPE树脂产区停产，PCB材料持续涨价	光模块+AI PCB+业绩高增行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月12日互动易，公司具备硅光CW激光芯片研发能力，已与外部硅光企业开展合作并布局自研硅光模块产品，并依托“光芯片+光模块”IDM垂直整合模式，有效优化成本结构、提升盈利空间。 2、据2025年年度报告，公司是全球唯一具备PCB、光芯片及光模块从研发、设计到量产全流程能力的企业，同时也是全球前三大PCB供应商及全球第一大边缘AI设备PCB供应商，产品覆盖10G至1.6T全速率光模块，并推进6.4T及下一代CPO/NPO方案研发。 3、据2026年一季报，公司一季度实现营业收入131.38亿元，同比增长52.72%；归母净利润11.10亿元，同比增长143.47%，光模块业务抓住行业爆发机会，收入实现翻倍。	全球第三的印刷电路板企业、全球第二的柔性线路板企业；在电子电路领域，公司专注于为行业领先的客户提供全方位电子电路（PCB）产品及服务，PCB 业务涵盖刚性、柔性、刚挠结合板等全系列产品	2026-03-03\|94.88\|4.23\|95.57\|98.69\|92.60\|1169033;2026-03-04\|95.00\|0.13\|91.00\|96.50\|91.00\|703854;2026-03-05\|92.70\|-2.42\|97.85\|97.99\|92.00\|779276;2026-03-06\|95.45\|2.97\|90.06\|98.50\|87.97\|901125;2026-03-09\|98.24\|2.92\|90.30\|98.50\|87.19\|904426;2026-03-10\|108.06\|10.00\|102.00\|108.06\|101.20\|913332;2026-03-11\|104.80\|-3.02\|109.33\|111.65\|103.71\|913691;2026-03-12\|109.30\|4.29\|106.09\|109.30\|101.20\|791965;2026-03-13\|110.93\|1.49\|111.10\|118.98\|110.11\|1038026;2026-03-16\|119.00\|7.27\|112.71\|120.50\|111.00\|872649;2026-03-17\|109.71\|-7.81\|117.00\|117.16\|108.89\|972445;2026-03-18\|107.38\|-2.12\|111.93\|113.88\|101.83\|1372626;2026-03-19\|111.72\|4.04\|104.00\|114.11\|104.00\|827166;2026-03-20\|116.06\|3.88\|117.06\|119.55\|114.03\|928616;2026-03-23\|105.23\|-9.33\|110.27\|113.90\|104.90\|833379;2026-03-24\|107.52\|2.18\|108.30\|108.35\|101.74\|683509;2026-03-25\|108.21\|0.64\|113.90\|115.01\|107.75\|812183;2026-03-26\|104.30\|-3.61\|107.29\|109.32\|103.80\|657304;2026-03-27\|102.65\|-1.58\|100.00\|103.95\|98.83\|635680;2026-03-30\|105.00\|2.29\|100.81\|106.80\|100.76\|518951;2026-03-31\|103.30\|-1.62\|102.90\|107.00\|100.57\|566630;2026-04-01\|109.00\|5.52\|107.50\|109.50\|104.52\|701607;2026-04-02\|106.25\|-2.52\|107.05\|109.80\|104.80\|442869;2026-04-03\|110.55\|4.05\|108.59\|115.28\|108.00\|621609;2026-04-07\|109.01\|-1.39\|110.56\|112.00\|106.85\|455762;2026-04-08\|119.91\|10.00\|119.91\|119.91\|119.90\|232239;2026-04-09\|131.90\|10.00\|128.00\|131.90\|126.11\|936590;2026-04-10\|143.55\|8.83\|132.30\|145.09\|132.27\|1449445;2026-04-13\|146.83\|2.28\|143.61\|149.68\|143.61\|1086159;2026-04-14\|146.00\|-0.57\|147.00\|149.01\|143.51\|876028;2026-04-15\|145.80\|-0.14\|145.70\|151.00\|143.60\|813388;2026-04-16\|149.55\|2.57\|145.12\|149.55\|144.12\|806609;2026-04-17\|162.10\|8.39\|155.00\|164.45\|152.16\|1195419;2026-04-20\|157.00\|-3.15\|162.08\|168.20\|155.70\|1084234;2026-04-21\|169.40\|7.90\|157.19\|172.68\|156.01\|964689;2026-04-22\|186.34\|10.00\|172.06\|186.34\|171.20\|832377;2026-04-23\|186.66\|0.17\|192.00\|194.00\|183.98\|1131449;2026-04-24\|187.90\|0.66\|193.50\|196.00\|179.01\|1179788;2026-04-27\|186.70\|-0.64\|188.00\|190.55\|178.86\|907451;2026-04-28\|183.90\|-1.50\|187.00\|190.20\|181.01\|789533;2026-04-29\|184.25\|0.19\|180.61\|189.12\|176.88\|908411;2026-04-30\|186.73\|1.35\|189.78\|191.95\|181.83\|820417;2026-05-06\|191.88\|2.76\|191.80\|199.07\|187.00\|1019926;2026-05-07\|211.07\|10.00\|188.43\|211.07\|185.80\|866708;2026-05-08\|211.39\|0.15\|210.00\|213.58\|206.01\|895393;2026-05-11\|218.30\|3.27\|212.00\|222.60\|208.47\|894415;2026-05-12\|219.46\|0.53\|223.57\|230.00\|213.51\|914307;2026-05-13\|220.75\|0.59\|213.00\|225.66\|212.90\|787040;2026-05-14\|214.89\|-2.65\|220.74\|226.00\|213.35\|762371;2026-05-15\|203.35\|-5.37\|212.86\|215.63\|196.12\|1019791;2026-05-18\|211.25\|3.88\|203.35\|215.60\|199.94\|783883;2026-05-19\|222.08\|5.13\|206.00\|224.50\|198.00\|1100759;2026-05-20\|223.00\|0.41\|220.10\|225.57\|216.05\|782079;2026-05-21\|206.97\|-7.19\|223.23\|225.00\|204.16\|899478;2026-05-22\|220.55\|6.56\|210.92\|221.73\|210.92\|843617;2026-05-25\|226.24\|2.58\|222.91\|228.28\|218.30\|831651;2026-05-26\|221.20\|-2.23\|221.00\|225.11\|216.36\|677237;2026-05-27\|223.37\|0.98\|216.78\|234.00\|212.60\|869030;2026-05-28\|219.00\|-1.96\|222.00\|223.00\|212.40\|776935;2026-05-29\|213.05\|-2.72\|222.93\|229.95\|210.70\|756485;2026-06-01\|191.75\|-10.00\|209.22\|212.00\|191.75\|1359590;2026-06-02\|210.93\|10.00\|200.00\|210.93\|196.90\|1081481;2026-06-03\|223.99\|6.19\|219.60\|232.02\|219.00\|1175069;2026-06-04\|237.80\|6.17\|222.11\|244.70\|222.11\|835019;2026-06-05\|221.41\|-6.89\|232.08\|241.80\|219.05\|844741;2026-06-08\|213.00\|-3.80\|210.00\|220.50\|209.00\|705983;2026-06-09\|224.40\|5.35\|216.82\|225.60\|213.36\|717055;2026-06-10\|212.27\|-5.41\|216.59\|227.98\|210.83\|685924;2026-06-11\|210.99\|-0.60\|215.00\|221.68\|205.01\|654865;2026-06-12\|217.55\|3.11\|220.50\|226.80\|214.00\|795949;2026-06-15\|239.31\|10.00\|222.47\|239.31\|215.39\|853771;2026-06-16\|249.06\|4.07\|244.00\|253.10\|235.88\|1025167;2026-06-17\|256.92\|3.16\|255.12\|266.03\|251.00\|976383;2026-06-18\|273.00\|6.26\|256.92\|277.60\|255.15\|795976;2026-06-22\|270.55\|-0.90\|273.05\|275.42\|260.00\|904511;2026-06-23\|255.02\|-5.74\|265.01\|266.99\|253.00\|721028;2026-06-24\|257.13\|0.83\|252.14\|260.97\|252.00\|579845;2026-06-25\|275.80\|7.26\|263.00\|275.99\|258.25\|791788;2026-06-26\|260.32\|-5.61\|268.00\|271.88\|256.00\|690775;2026-06-29\|249.59\|-4.12\|255.00\|259.62\|235.11\|756161;2026-06-30\|262.35\|5.11\|247.54\|268.50\|247.54\|625797;2026-07-01\|246.31\|-6.11\|262.35\|263.88\|242.72\|653224;2026-07-02\|221.68\|-10.00\|226.00\|229.89\|221.68\|843916;2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457;2026-07-10\|242.30\|-7.28\|269.37\|274.50\|240.00\|1188960
114543	全球最大PPE树脂产区停产，PCB材料持续涨价	特种纤维布+风电叶片+央企行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月16日互动易，公司特种纤维布产品均完成国内外头部客户的认证并实现批量供货；据2026年4月7日机构调研，泰山玻纤研发布局特种纤维产品已有8年，目前产品类别覆盖4种全品类并完成头部客户认证和批量供应的只有泰山玻纤，总规划超过1亿米。 2、据2026年6月24日发行保荐书，风电叶片领域，公司子公司中材叶片2025年全年销售风电叶片36GW，市场占有率保持全球第一。 3、据2026年6月24日募集说明书，截至2025年12月31日，中国建材股份直接持有公司60.24%股份，为公司的控股股东；中国建材集团为中材科技的实际控制人。	1、公司自主研发的第一代低介电产品，已成功应用于高端 PCB 领域； 2、全资子公司泰山玻纤专业从事玻璃纤维及其制品的研发、制造及销售，拥有超140万吨的玻璃纤维年产能，在玻璃纤维配方、大型玻纤池窑设计、窑炉纯氧燃烧技术等方面拥有核心自主知识产权，居世界领先水平	2026-03-03\|46.83\|-7.89\|51.15\|51.33\|46.61\|586781;2026-03-04\|46.65\|-0.38\|46.00\|47.89\|46.00\|295743;2026-03-05\|46.95\|0.64\|47.89\|48.73\|46.44\|359884;2026-03-06\|44.99\|-4.17\|46.56\|46.89\|44.78\|422649;2026-03-09\|44.60\|-0.87\|43.33\|44.85\|42.00\|471289;2026-03-10\|46.71\|4.73\|45.67\|47.11\|45.60\|453096;2026-03-11\|46.08\|-1.35\|46.72\|47.57\|45.92\|331670;2026-03-12\|46.01\|-0.15\|45.87\|47.08\|44.90\|336905;2026-03-13\|45.98\|-0.07\|46.00\|47.00\|45.11\|456380;2026-03-16\|45.53\|-0.98\|46.50\|46.66\|43.63\|461948;2026-03-17\|42.51\|-6.63\|45.90\|46.00\|42.47\|448295;2026-03-18\|44.01\|3.53\|43.15\|44.07\|42.16\|346496;2026-03-19\|41.94\|-4.70\|42.86\|43.10\|41.67\|319071;2026-03-20\|41.54\|-0.95\|42.47\|42.98\|41.30\|375472;2026-03-23\|39.04\|-6.02\|40.54\|41.17\|38.90\|425074;2026-03-24\|40.30\|3.23\|39.90\|40.69\|38.45\|349609;2026-03-25\|41.19\|2.21\|41.00\|42.58\|40.90\|363084;2026-03-26\|40.41\|-1.89\|41.20\|41.96\|40.29\|286534;2026-03-27\|40.08\|-0.82\|39.62\|40.71\|38.80\|309202;2026-03-30\|40.85\|1.92\|39.65\|41.29\|39.11\|351984;2026-03-31\|39.27\|-3.87\|40.49\|40.78\|39.11\|281041;2026-04-01\|41.17\|4.84\|41.58\|42.80\|40.91\|450337;2026-04-02\|39.52\|-4.01\|41.17\|41.29\|39.13\|266604;2026-04-03\|39.72\|0.51\|39.91\|40.95\|39.68\|283310;2026-04-07\|40.67\|2.39\|39.98\|41.48\|39.80\|334457;2026-04-08\|43.73\|7.52\|42.18\|43.78\|41.73\|533849;2026-04-09\|43.09\|-1.46\|42.86\|43.86\|42.60\|321901;2026-04-10\|45.58\|5.78\|43.80\|46.38\|43.71\|583640;2026-04-13\|50.14\|10.00\|45.00\|50.14\|45.00\|639829;2026-04-14\|51.70\|3.11\|50.53\|51.93\|49.14\|832143;2026-04-15\|48.51\|-6.17\|50.70\|51.88\|47.99\|754519;2026-04-16\|48.85\|0.70\|48.76\|50.16\|48.03\|508442;2026-04-17\|49.30\|0.92\|48.24\|50.38\|47.73\|557821;2026-04-20\|49.29\|-0.02\|49.38\|51.30\|49.00\|527669;2026-04-21\|50.73\|2.92\|49.30\|51.19\|49.30\|514540;2026-04-22\|51.73\|1.97\|50.60\|51.81\|49.88\|552113;2026-04-23\|53.12\|2.69\|52.70\|55.30\|52.40\|760744;2026-04-24\|52.52\|-1.13\|52.00\|53.40\|50.86\|443825;2026-04-27\|52.07\|-0.86\|53.56\|54.24\|51.80\|447717;2026-04-28\|53.38\|2.52\|52.15\|54.93\|51.01\|538013;2026-04-29\|56.90\|6.59\|52.75\|57.58\|52.66\|581743;2026-04-30\|55.17\|-3.04\|57.01\|57.23\|53.51\|485406;2026-05-06\|60.69\|10.01\|56.21\|60.69\|56.21\|454719;2026-05-07\|63.18\|4.10\|62.95\|63.85\|60.52\|591766;2026-05-08\|62.40\|-1.23\|62.36\|64.93\|61.18\|395113;2026-05-11\|63.08\|1.09\|63.40\|63.93\|60.52\|478177;2026-05-12\|65.99\|4.61\|63.06\|66.76\|60.60\|610311;2026-05-13\|66.91\|1.39\|64.30\|67.88\|62.59\|566095;2026-05-14\|68.79\|2.81\|66.92\|71.90\|65.02\|597648;2026-05-15\|64.78\|-5.83\|68.79\|70.10\|64.04\|635742;2026-05-18\|65.64\|1.33\|63.73\|67.91\|63.25\|420354;2026-05-19\|64.28\|-2.07\|65.34\|65.90\|62.04\|379832;2026-05-20\|65.21\|1.45\|64.13\|66.19\|62.82\|311171;2026-05-21\|64.80\|-0.63\|66.44\|69.46\|64.68\|456767;2026-05-22\|71.28\|10.00\|65.00\|71.28\|65.00\|496373;2026-05-25\|74.88\|5.05\|73.00\|75.62\|71.06\|466444;2026-05-26\|74.24\|-0.85\|73.99\|77.06\|72.61\|511808;2026-05-27\|70.75\|-4.70\|75.06\|75.29\|70.21\|438431;2026-05-28\|76.51\|8.14\|70.80\|76.95\|70.80\|508052;2026-05-29\|71.15\|-6.48\|75.73\|75.73\|70.50\|462307;2026-06-01\|64.04\|-9.99\|72.40\|72.40\|64.04\|612649;2026-06-02\|65.43\|2.17\|63.24\|65.73\|60.60\|684041;2026-06-03\|63.62\|-2.77\|64.25\|67.31\|62.28\|711578;2026-06-04\|63.80\|0.28\|62.81\|64.45\|61.52\|462536;2026-06-05\|62.73\|-1.68\|62.80\|66.35\|60.93\|539437;2026-06-08\|58.80\|-6.26\|59.25\|61.79\|57.80\|491005;2026-06-09\|64.68\|10.00\|61.13\|64.68\|60.80\|455925;2026-06-10\|62.80\|-2.91\|64.68\|65.55\|61.87\|545132;2026-06-11\|63.88\|1.72\|62.47\|65.00\|60.76\|531530;2026-06-12\|61.92\|-3.07\|65.87\|67.46\|61.92\|647349;2026-06-15\|68.11\|10.00\|64.26\|68.11\|62.32\|555423;2026-06-16\|74.92\|10.00\|70.90\|74.92\|70.90\|547085;2026-06-17\|82.41\|10.00\|76.26\|82.41\|75.76\|825743;2026-06-18\|80.55\|-2.26\|82.25\|82.80\|78.20\|718755;2026-06-22\|84.32\|4.68\|81.95\|85.42\|79.37\|742310;2026-06-23\|76.80\|-8.92\|83.25\|83.57\|75.89\|593065;2026-06-24\|84.48\|10.00\|76.99\|84.48\|76.99\|636951;2026-06-25\|92.93\|10.00\|87.04\|92.93\|85.00\|378532;2026-06-26\|97.67\|5.10\|95.19\|102.22\|94.78\|891848;2026-06-29\|90.50\|-7.34\|99.00\|99.58\|87.90\|952297;2026-06-30\|90.00\|-0.55\|90.00\|93.80\|87.76\|565316;2026-07-01\|88.70\|-1.44\|93.00\|94.20\|87.77\|450080;2026-07-02\|82.22\|-7.31\|84.30\|86.80\|81.59\|463584;2026-07-03\|85.09\|3.49\|80.81\|89.78\|80.33\|472116;2026-07-06\|76.58\|-10.00\|84.47\|85.96\|76.58\|478792;2026-07-07\|74.30\|-2.98\|77.18\|79.89\|72.42\|451493;2026-07-08\|72.74\|-2.10\|75.32\|78.69\|72.06\|457697;2026-07-09\|74.75\|2.76\|74.92\|76.17\|70.01\|539088;2026-07-10\|70.89\|-5.16\|74.74\|78.08\|70.50\|523037
114542	全球最大PPE树脂产区停产，PCB材料持续涨价	纳入深证成指+PCB铜箔+一季报增长行业原因：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、据证券时报网2026年6月14日报道，深交所决定对深证成指等指数样本定期调整，铜冠铜箔被调入深证成指样本股，调整于6月15日正式实施。 2、据2026年4月18日年报及2026年5月11日投资者关系活动记录表，公司主营PCB铜箔，产品包括应用于服务器和数据中心的RTF铜箔及HVLP铜箔。公司HVLP1至4代全系列铜箔已完成客户供货布局，HVLP5代铜箔正在研发并已突破关键性能指标，RTF铜箔产销能力于内资企业中排名首位。 3、据2026年4月28日公告，公司2026年第一季度实现营业收入18.42亿元，同比增长32.04%；归母净利润1.06亿元，同比增长2138.17%。	公司主要产品是PCB铜箔、锂电池铜箔	2026-03-03\|46.68\|-4.27\|51.00\|51.50\|46.36\|336954;2026-03-04\|45.89\|-1.69\|46.68\|47.80\|45.00\|262806;2026-03-05\|44.15\|-3.79\|46.46\|46.89\|43.70\|303469;2026-03-06\|42.85\|-2.94\|43.99\|44.54\|42.36\|234092;2026-03-09\|40.99\|-4.34\|42.10\|42.24\|38.78\|343550;2026-03-10\|43.69\|6.59\|40.68\|44.65\|40.68\|336556;2026-03-11\|44.15\|1.05\|44.00\|45.49\|43.20\|427752;2026-03-12\|42.30\|-4.19\|44.03\|45.98\|41.93\|303550;2026-03-13\|41.13\|-2.77\|41.87\|42.10\|41.00\|195184;2026-03-16\|42.44\|3.19\|41.13\|43.60\|40.10\|344387;2026-03-17\|39.85\|-6.10\|42.80\|44.00\|39.78\|404442;2026-03-18\|40.36\|1.28\|40.65\|40.85\|39.56\|229474;2026-03-19\|38.39\|-4.88\|39.65\|39.82\|38.12\|216662;2026-03-20\|37.83\|-1.46\|38.85\|39.76\|37.51\|239418;2026-03-23\|34.88\|-7.80\|37.01\|37.88\|34.66\|311695;2026-03-24\|36.61\|4.96\|35.92\|36.80\|34.00\|259526;2026-03-25\|37.57\|2.62\|37.31\|38.96\|36.71\|264536;2026-03-26\|36.99\|-1.54\|37.89\|38.80\|36.75\|245011;2026-03-27\|37.89\|2.43\|36.44\|40.15\|35.73\|381733;2026-03-30\|38.98\|2.88\|37.50\|39.58\|37.38\|400926;2026-03-31\|37.50\|-3.80\|38.48\|38.95\|37.02\|280881;2026-04-01\|38.60\|2.93\|38.55\|39.74\|37.66\|389263;2026-04-02\|36.79\|-4.69\|38.09\|38.33\|36.31\|291687;2026-04-03\|36.14\|-1.77\|37.00\|37.87\|36.10\|234258;2026-04-07\|40.81\|12.92\|37.63\|42.00\|37.49\|612819;2026-04-08\|42.18\|3.36\|41.65\|42.33\|40.15\|653001;2026-04-09\|43.05\|2.06\|41.00\|43.78\|40.54\|631884;2026-04-10\|42.45\|-1.39\|43.13\|43.96\|42.18\|476321;2026-04-13\|45.65\|7.54\|41.26\|46.37\|41.25\|588259;2026-04-14\|45.68\|0.07\|46.00\|46.80\|44.80\|525682;2026-04-15\|45.16\|-1.14\|45.80\|48.78\|44.55\|572115;2026-04-16\|46.02\|1.90\|45.28\|46.49\|44.16\|394802;2026-04-17\|47.54\|3.30\|45.11\|48.87\|45.11\|458560;2026-04-20\|46.79\|-1.58\|47.42\|48.20\|46.06\|431838;2026-04-21\|49.34\|5.45\|46.27\|50.88\|46.20\|597996;2026-04-22\|51.49\|4.36\|48.61\|52.30\|48.60\|510706;2026-04-23\|48.28\|-6.23\|51.10\|51.80\|47.90\|401044;2026-04-24\|47.00\|-2.65\|47.50\|48.41\|46.50\|263284;2026-04-27\|51.31\|9.17\|47.83\|53.50\|47.56\|494441;2026-04-28\|59.15\|15.28\|53.99\|61.57\|52.34\|670457;2026-04-29\|70.98\|20.00\|57.97\|70.98\|57.89\|779598;2026-04-30\|78.34\|10.37\|72.32\|82.49\|70.00\|763744;2026-05-06\|88.55\|13.03\|78.55\|92.50\|75.30\|705631;2026-05-07\|86.80\|-1.98\|85.00\|89.71\|82.44\|554482;2026-05-08\|88.54\|2.00\|85.48\|90.80\|85.00\|450279;2026-05-11\|87.10\|-1.63\|87.60\|88.93\|85.00\|461971;2026-05-12\|94.51\|8.51\|87.10\|96.00\|84.08\|617971;2026-05-13\|99.01\|4.76\|90.00\|103.96\|88.50\|555067;2026-05-14\|85.88\|-13.26\|95.00\|96.00\|84.18\|512771;2026-05-15\|83.20\|-3.12\|84.66\|88.89\|80.10\|390272;2026-05-18\|87.11\|4.70\|83.14\|88.78\|80.50\|333327;2026-05-19\|87.53\|0.48\|86.70\|90.98\|85.02\|278968;2026-05-20\|87.99\|0.53\|87.11\|89.88\|84.47\|287883;2026-05-21\|82.93\|-5.75\|89.99\|91.50\|82.80\|325049;2026-05-22\|90.93\|9.65\|83.13\|94.50\|83.13\|384504;2026-05-25\|95.68\|5.22\|95.00\|99.01\|89.10\|384498;2026-05-26\|102.45\|7.08\|92.00\|103.00\|91.15\|406540;2026-05-27\|101.92\|-0.52\|100.00\|106.60\|95.00\|366325;2026-05-28\|119.08\|16.84\|102.47\|122.30\|100.00\|536682;2026-05-29\|114.00\|-4.27\|111.20\|125.88\|109.67\|534133;2026-06-01\|104.89\|-7.99\|110.54\|115.25\|96.92\|370829;2026-06-02\|103.63\|-1.20\|105.00\|106.00\|97.40\|321475;2026-06-03\|107.40\|3.64\|102.66\|112.40\|100.43\|356640;2026-06-04\|109.75\|2.19\|103.69\|109.79\|103.60\|287725;2026-06-05\|111.26\|1.38\|107.01\|116.66\|107.00\|310968;2026-06-08\|113.10\|1.65\|102.41\|113.10\|102.38\|279073;2026-06-09\|122.76\|8.54\|117.80\|124.10\|114.23\|363776;2026-06-10\|122.80\|0.03\|120.00\|131.45\|118.09\|330146;2026-06-11\|127.98\|4.22\|121.00\|129.50\|116.18\|323874;2026-06-12\|141.80\|10.80\|134.94\|148.00\|133.10\|461062;2026-06-15\|170.16\|20.00\|149.00\|170.16\|147.00\|412898;2026-06-16\|178.17\|4.71\|182.10\|198.80\|172.05\|568806;2026-06-17\|181.69\|1.98\|178.19\|192.58\|177.00\|516619;2026-06-18\|200.00\|10.08\|179.30\|202.15\|178.01\|436345;2026-06-22\|196.50\|-1.75\|195.55\|200.60\|179.00\|612969;2026-06-23\|171.81\|-12.56\|188.69\|189.00\|171.10\|474029;2026-06-24\|186.69\|8.66\|174.90\|188.98\|174.90\|468737;2026-06-25\|183.27\|-1.83\|180.98\|187.58\|176.00\|505759;2026-06-26\|170.30\|-7.08\|175.00\|176.00\|160.96\|574127;2026-06-29\|160.68\|-5.65\|166.51\|172.83\|152.80\|442712;2026-06-30\|165.07\|2.73\|159.50\|169.10\|157.00\|381224;2026-07-01\|164.84\|-0.14\|166.00\|174.31\|162.00\|447094;2026-07-02\|157.92\|-4.20\|154.00\|164.93\|147.00\|328765;2026-07-03\|154.63\|-2.08\|156.10\|164.56\|150.00\|425136;2026-07-06\|144.17\|-6.76\|159.98\|167.67\|143.00\|417699;2026-07-07\|144.82\|0.45\|144.80\|149.23\|140.61\|306995;2026-07-08\|134.00\|-7.47\|145.59\|147.50\|133.70\|366268;2026-07-09\|139.68\|4.24\|138.88\|140.00\|130.40\|357791;2026-07-10\|132.09\|-5.43\|139.88\|146.15\|132.01\|357912
114541	全球最大PPE树脂产区停产，PCB材料持续涨价	转债摘牌+PCB+覆铜板+算力硬件行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月24日公告，“超声转债”已完成赎回及摘牌，短期因转股带来的股本摊薄压力消除，此后不再有相关转股抛压。 2、据2026年6月22日互动易，公司掌握高频高速印制线路板等核心技术，目前800G、1.6T光模块配套PCB在研究跟进中。 3、据2026年6月17日及22日互动易，公司M7/M8级高速覆铜板处于研发测试阶段；已启动高性能HDI印制板扩产升级项目，总投资约10.08亿元。 4、据2025年年报，公司长期入围全球PCB百强企业，主要从事印制线路板、液晶显示、覆铜板等业务，最终控制人为汕头市国有资产监督管理委员会。	公司是国内PCB龙头，为苹果核心供应链的HDI公司，主营包括超薄及特种覆铜板	2026-03-03\|14.95\|-5.14\|15.80\|15.87\|14.90\|309613;2026-03-04\|15.04\|0.60\|14.77\|15.37\|14.75\|200588;2026-03-05\|15.24\|1.33\|15.37\|15.59\|15.12\|199277;2026-03-06\|15.20\|-0.26\|15.26\|15.45\|14.91\|172628;2026-03-09\|14.84\|-2.37\|14.88\|14.91\|14.29\|249499;2026-03-10\|15.70\|5.80\|15.17\|15.73\|15.10\|321431;2026-03-11\|15.76\|0.38\|15.70\|15.97\|15.58\|211467;2026-03-12\|15.59\|-1.08\|15.71\|15.89\|15.34\|187632;2026-03-13\|15.84\|1.60\|15.47\|16.12\|15.40\|306145;2026-03-16\|16.24\|2.53\|15.66\|16.30\|15.48\|404834;2026-03-17\|15.49\|-4.62\|16.05\|16.11\|15.47\|313497;2026-03-18\|16.32\|5.36\|15.71\|16.33\|15.55\|482299;2026-03-19\|15.88\|-2.70\|16.00\|16.20\|15.76\|304342;2026-03-20\|14.97\|-5.73\|15.95\|16.03\|14.91\|377310;2026-03-23\|13.47\|-10.02\|14.01\|14.18\|13.47\|351623;2026-03-24\|13.45\|-0.15\|13.50\|13.58\|12.60\|373831;2026-03-25\|13.66\|1.56\|13.69\|13.90\|13.51\|299635;2026-03-26\|13.12\|-3.95\|13.56\|13.72\|13.05\|209776;2026-03-27\|13.21\|0.69\|12.98\|13.39\|12.81\|170741;2026-03-30\|13.08\|-0.98\|12.88\|13.10\|12.76\|164265;2026-03-31\|12.65\|-3.29\|13.03\|13.13\|12.62\|172639;2026-04-01\|13.24\|4.66\|13.15\|13.65\|13.07\|270850;2026-04-02\|12.73\|-3.85\|13.20\|13.23\|12.63\|188587;2026-04-03\|12.65\|-0.63\|12.80\|12.92\|12.65\|124581;2026-04-07\|12.76\|0.87\|12.68\|12.94\|12.64\|137588;2026-04-08\|13.66\|7.05\|13.08\|13.67\|13.08\|246741;2026-04-09\|14.43\|5.64\|13.41\|14.85\|13.37\|534418;2026-04-10\|14.61\|1.25\|14.56\|14.76\|14.36\|309844;2026-04-13\|15.21\|4.11\|14.45\|15.42\|14.35\|365625;2026-04-14\|15.53\|2.10\|15.22\|15.86\|15.08\|337873;2026-04-15\|15.62\|0.58\|15.42\|15.93\|15.30\|331072;2026-04-16\|15.86\|1.54\|15.54\|16.01\|15.47\|222176;2026-04-17\|15.80\|-0.38\|15.86\|15.98\|15.63\|220369;2026-04-20\|16.04\|1.52\|15.76\|16.44\|15.68\|289408;2026-04-21\|16.10\|0.37\|16.00\|16.17\|15.85\|209115;2026-04-22\|16.48\|2.36\|16.11\|16.75\|16.06\|280602;2026-04-23\|15.97\|-3.09\|16.42\|16.55\|15.75\|277832;2026-04-24\|15.67\|-1.88\|15.88\|16.16\|15.50\|199618;2026-04-27\|15.71\|0.26\|15.66\|15.86\|15.31\|218065;2026-04-28\|15.28\|-2.74\|15.59\|15.68\|15.16\|201904;2026-04-29\|15.19\|-0.59\|15.14\|15.44\|15.01\|147185;2026-04-30\|14.88\|-2.04\|15.22\|15.35\|14.68\|197419;2026-05-06\|15.74\|5.78\|15.15\|15.98\|15.15\|276926;2026-05-07\|17.31\|9.97\|15.83\|17.31\|15.66\|634891;2026-05-08\|17.58\|1.56\|17.00\|17.65\|16.81\|686714;2026-05-11\|17.52\|-0.34\|17.41\|17.66\|17.12\|423234;2026-05-12\|16.95\|-2.14\|17.32\|17.44\|16.66\|390585;2026-05-13\|17.49\|3.19\|16.85\|17.76\|16.59\|611686;2026-05-14\|16.84\|-3.72\|17.40\|17.58\|16.80\|351281;2026-05-15\|16.28\|-3.33\|16.90\|17.10\|16.10\|353630;2026-05-18\|16.26\|-0.12\|16.08\|16.50\|15.85\|252778;2026-05-19\|15.95\|-1.91\|16.17\|16.20\|15.52\|264529;2026-05-20\|15.84\|-0.69\|15.96\|16.17\|15.54\|260946;2026-05-21\|15.23\|-3.85\|16.11\|16.46\|15.18\|434337;2026-05-22\|16.39\|7.62\|15.69\|16.43\|15.51\|454455;2026-05-25\|16.33\|-0.37\|16.45\|16.87\|16.00\|513544;2026-05-26\|16.87\|3.31\|15.99\|16.88\|15.80\|721276;2026-05-27\|16.26\|-3.62\|16.68\|16.68\|15.80\|634851;2026-05-28\|17.00\|4.55\|16.02\|17.06\|15.88\|728398;2026-05-29\|16.26\|-4.35\|17.00\|17.20\|16.05\|689440;2026-06-01\|15.91\|-2.15\|15.87\|16.77\|15.58\|527098;2026-06-02\|16.22\|1.95\|15.78\|16.67\|15.78\|520696;2026-06-03\|16.98\|4.69\|16.06\|17.84\|16.05\|1003542;2026-06-04\|17.41\|2.53\|16.81\|17.56\|16.45\|845765;2026-06-05\|17.61\|1.15\|17.30\|18.17\|16.77\|993872;2026-06-08\|17.09\|-2.95\|16.60\|17.80\|16.28\|675158;2026-06-09\|18.60\|8.84\|17.41\|18.79\|17.15\|1079985;2026-06-10\|17.87\|-3.92\|18.10\|18.97\|17.73\|1042464;2026-06-11\|19.10\|6.88\|17.44\|19.57\|16.81\|1184019;2026-06-12\|18.26\|-4.40\|19.30\|20.33\|18.25\|1255783;2026-06-15\|20.09\|10.02\|18.32\|20.09\|18.32\|737484;2026-06-16\|20.10\|0.05\|19.87\|20.67\|19.60\|1106248;2026-06-17\|22.11\|10.00\|19.90\|22.11\|19.88\|694443;2026-06-18\|21.60\|-2.31\|22.46\|22.49\|21.21\|1138248;2026-06-22\|23.76\|10.00\|21.84\|23.76\|21.84\|1173017;2026-06-23\|21.38\|-10.02\|24.68\|25.00\|21.38\|1196987;2026-06-24\|23.52\|10.01\|20.54\|23.52\|20.54\|1294445;2026-06-25\|25.87\|9.99\|24.99\|25.87\|24.51\|495210;2026-06-26\|28.46\|10.01\|28.46\|28.46\|27.23\|1062401;2026-06-29\|25.94\|-8.85\|28.67\|29.77\|25.61\|1610048;2026-06-30\|25.65\|-1.12\|25.83\|26.23\|24.15\|1340616;2026-07-01\|26.00\|1.36\|25.65\|28.22\|25.26\|1659103;2026-07-02\|23.40\|-10.00\|24.76\|24.92\|23.40\|1099688;2026-07-03\|22.19\|-5.17\|23.19\|23.39\|22.03\|864700;2026-07-06\|20.07\|-9.55\|22.17\|22.51\|19.97\|801482;2026-07-07\|19.32\|-3.74\|20.06\|20.45\|18.94\|573248;2026-07-08\|18.48\|-4.35\|19.31\|19.80\|18.40\|621024;2026-07-09\|19.19\|3.84\|18.84\|19.25\|17.90\|712748;2026-07-10\|18.05\|-5.94\|19.27\|19.82\|18.03\|799305
114540	全球最大PPE树脂产区停产，PCB材料持续涨价	玻纤涨价+电子布+股东增持行业原因： AI芯片需求的爆发导致T型玻璃纤维布供应趋紧。其主要供应商日东纺计划自今年年底起稳步提升产能，目标在2028年前将产能提升至2025年的三倍。日东纺表示，即便新生产线投产，仍难以弥合供给与快速增长需求之间的差距，计划于今年上调价格。花旗分析师预计，涨价幅度可能达到25%甚至更高。公司原因： 1、据2025年11月17日互动易，公司10月30日已发布玻纤复价通知并启动首次回购，风电纱销售保持高景气，库存持续下降。 2、据2025年9月29日互动易，公司是全球最大电子布供应商。 3、据2026年2月11日公告，持股5%以上股东振石集团已增持3146万股并计划继续增持不超11亿元。	AI服务器升级推动PCB单机价值量暴涨，电子布等上游材料价格持续上涨；公司为世界玻纤龙头，产能规模全球第一，宣布扩产电子布	2026-03-03\|26.45\|-6.70\|28.40\|28.89\|26.38\|1325806;2026-03-04\|26.42\|-0.11\|26.25\|27.27\|26.25\|870829;2026-03-05\|27.39\|3.67\|27.30\|28.15\|26.90\|958427;2026-03-06\|26.35\|-3.80\|27.10\|27.25\|26.00\|858024;2026-03-09\|26.00\|-1.33\|25.13\|26.20\|24.52\|911367;2026-03-10\|26.86\|3.31\|26.60\|27.25\|26.30\|665748;2026-03-11\|26.50\|-1.34\|27.13\|27.60\|26.46\|566313;2026-03-12\|26.50\|0.00\|26.12\|26.95\|25.81\|623880;2026-03-13\|26.10\|-1.51\|26.50\|26.80\|25.95\|588574;2026-03-16\|24.71\|-5.33\|25.92\|26.09\|23.95\|1479579;2026-03-17\|23.92\|-3.20\|24.71\|25.10\|23.89\|746261;2026-03-18\|24.58\|2.76\|24.23\|24.68\|23.82\|602913;2026-03-19\|23.45\|-4.60\|24.48\|24.48\|23.29\|682588;2026-03-20\|22.65\|-3.41\|23.82\|24.18\|22.52\|895355;2026-03-23\|23.43\|3.44\|22.42\|23.90\|21.59\|1259221;2026-03-24\|24.15\|3.07\|23.88\|24.20\|23.37\|1042556;2026-03-25\|25.29\|4.72\|24.68\|25.57\|24.68\|1072092;2026-03-26\|24.50\|-3.12\|25.10\|25.42\|24.34\|565630;2026-03-27\|24.99\|2.00\|23.86\|25.06\|23.78\|655226;2026-03-30\|24.85\|-0.56\|24.50\|25.59\|24.03\|687384;2026-03-31\|24.31\|-2.17\|24.70\|25.03\|23.90\|515916;2026-04-01\|25.71\|5.76\|25.85\|26.68\|25.44\|849928;2026-04-02\|25.63\|-0.31\|25.70\|26.05\|25.30\|579347;2026-04-03\|25.95\|1.25\|25.80\|27.15\|25.70\|740933;2026-04-07\|26.33\|1.46\|26.21\|27.57\|26.09\|831151;2026-04-08\|27.35\|3.87\|27.15\|27.50\|26.55\|1036675;2026-04-09\|28.00\|2.38\|27.00\|28.05\|26.40\|952071;2026-04-10\|29.19\|4.25\|29.34\|29.85\|28.10\|1151843;2026-04-13\|32.11\|10.00\|29.07\|32.11\|28.99\|1209739;2026-04-14\|32.47\|1.12\|33.07\|33.30\|31.94\|1738279;2026-04-15\|31.10\|-4.22\|31.80\|32.90\|30.88\|1378014;2026-04-16\|33.00\|6.11\|32.12\|33.87\|31.82\|1702501;2026-04-17\|33.50\|1.52\|32.65\|34.50\|32.37\|1552061;2026-04-20\|31.71\|-5.34\|33.08\|33.28\|31.50\|1718987;2026-04-21\|31.75\|0.13\|31.71\|32.05\|31.20\|1005176;2026-04-22\|32.25\|1.57\|31.50\|32.32\|31.03\|1360090;2026-04-23\|33.52\|3.94\|32.80\|34.40\|32.73\|1603687;2026-04-24\|33.00\|-1.55\|33.50\|33.69\|31.81\|1283901;2026-04-27\|33.44\|1.33\|33.88\|35.21\|33.20\|1347029;2026-04-28\|34.50\|3.17\|33.62\|35.37\|33.46\|1484054;2026-04-29\|35.70\|3.48\|34.18\|36.26\|34.15\|1771971;2026-04-30\|34.50\|-3.36\|35.65\|35.67\|32.70\|1867694;2026-05-06\|37.00\|7.25\|35.20\|37.78\|35.20\|1652310;2026-05-07\|37.93\|2.51\|37.01\|38.43\|36.40\|1334336;2026-05-08\|38.00\|0.18\|37.45\|38.70\|36.83\|1156005;2026-05-11\|38.01\|0.03\|38.49\|39.88\|36.98\|1562436;2026-05-12\|37.82\|-0.50\|37.90\|38.01\|36.02\|1361856;2026-05-13\|38.10\|0.74\|37.00\|38.38\|36.50\|1329007;2026-05-14\|37.62\|-1.26\|39.30\|39.30\|36.90\|1555877;2026-05-15\|33.86\|-9.99\|37.60\|38.00\|33.86\|2086697;2026-05-18\|34.14\|0.83\|33.80\|34.82\|32.88\|1380053;2026-05-19\|34.90\|2.23\|33.93\|35.06\|32.71\|1305090;2026-05-20\|35.11\|0.60\|34.77\|35.98\|34.50\|1066972;2026-05-21\|35.52\|1.17\|35.50\|37.80\|35.12\|1800636;2026-05-22\|38.35\|7.97\|35.80\|38.35\|35.80\|1715411;2026-05-25\|39.42\|2.79\|38.97\|39.50\|37.80\|1580696;2026-05-26\|41.28\|4.72\|38.99\|42.95\|38.98\|1950592;2026-05-27\|39.53\|-3.80\|41.29\|41.42\|39.00\|1262841;2026-05-28\|43.48\|9.99\|39.27\|43.48\|38.69\|1762793;2026-05-29\|42.10\|-3.17\|43.48\|43.98\|42.01\|1675785;2026-06-01\|38.32\|-8.98\|41.29\|41.66\|37.90\|2146854;2026-06-02\|38.90\|1.51\|37.56\|39.64\|37.30\|1778027;2026-06-03\|37.91\|-2.54\|38.80\|40.15\|37.20\|1858187;2026-06-04\|38.39\|1.27\|37.32\|39.17\|36.50\|1562319;2026-06-05\|36.96\|-3.72\|38.00\|39.39\|36.83\|1448798;2026-06-08\|35.56\|-3.79\|34.13\|36.66\|34.13\|1146994;2026-06-09\|39.12\|10.01\|37.07\|39.12\|37.00\|1801910;2026-06-10\|39.37\|0.64\|40.00\|40.72\|38.90\|2090866;2026-06-11\|41.07\|4.32\|39.11\|41.70\|38.00\|1907052;2026-06-12\|41.61\|1.31\|42.50\|44.16\|41.31\|2092437;2026-06-15\|45.77\|10.00\|43.00\|45.77\|41.47\|1576593;2026-06-16\|49.64\|8.46\|46.94\|50.20\|46.00\|2417129;2026-06-17\|54.60\|9.99\|49.00\|54.60\|49.00\|1309598;2026-06-18\|53.50\|-2.01\|53.00\|54.99\|51.30\|2633731;2026-06-22\|58.38\|9.12\|54.00\|58.65\|54.00\|2095587;2026-06-23\|58.93\|0.94\|59.50\|62.60\|57.16\|2359120;2026-06-24\|64.82\|9.99\|58.00\|64.82\|57.75\|1709557;2026-06-25\|70.80\|9.23\|66.10\|71.30\|65.66\|2148511;2026-06-26\|74.12\|4.69\|71.00\|77.20\|70.12\|2270676;2026-06-29\|70.98\|-4.24\|75.53\|75.53\|66.80\|2496641;2026-06-30\|72.88\|2.68\|68.50\|76.99\|68.01\|2218754;2026-07-01\|70.27\|-3.58\|73.96\|75.03\|69.51\|1858164;2026-07-02\|67.82\|-3.49\|67.80\|71.95\|63.25\|1854938;2026-07-03\|70.90\|4.54\|68.18\|74.60\|65.51\|2321014;2026-07-06\|63.81\|-10.00\|71.88\|72.80\|63.81\|2377318;2026-07-07\|60.00\|-5.97\|63.37\|64.21\|58.73\|2149632;2026-07-08\|56.06\|-6.57\|60.96\|61.54\|55.27\|1988326;2026-07-09\|58.70\|4.71\|57.00\|58.86\|54.03\|2491450;2026-07-10\|55.70\|-5.11\|58.38\|63.00\|55.67\|2451166
114539	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+AI服务器电源行业原因： 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、据公司2025年年报，公司聚焦AI服务器电源、高频高速信号传输等新兴应用领域，大力发展高频高速板、高多层板、厚铜电源板等高端产品，高端产品收入占比持续提升。 2、据2026年4月16日年报，公司抢抓AI算力发展机遇，布局AI服务器电源PCB与高速互连产品，并拓展具身智能等领域；在汽车电子方面，围绕新能源高压平台、激光雷达、智能座舱等开发专用产品。	公司拟3.3亿元投建高端PCB定制化生产基地，产品以高性能、高可靠性的多层铝基盲孔板、阶梯槽PCB、热电分离铜基板、microled板、高多层厚铜板、多层特种线圈板、高频雷达板等高端定制化PCB产品为主	2026-03-03\|30.35\|-5.54\|32.33\|32.40\|30.33\|33355;2026-03-04\|30.18\|-0.56\|30.30\|30.94\|30.10\|24403;2026-03-05\|30.78\|1.99\|30.51\|31.36\|30.51\|18741;2026-03-06\|32.43\|5.36\|30.51\|32.87\|30.37\|30366;2026-03-09\|31.83\|-1.85\|31.92\|31.98\|30.75\|27434;2026-03-10\|33.41\|4.96\|32.34\|33.47\|31.70\|37553;2026-03-11\|33.24\|-0.51\|33.78\|33.95\|33.14\|26422;2026-03-12\|32.54\|-2.11\|33.22\|33.31\|32.37\|21222;2026-03-13\|32.38\|-0.49\|32.31\|33.15\|32.18\|17608;2026-03-16\|34.23\|5.71\|32.21\|34.26\|31.80\|77032;2026-03-17\|32.26\|-5.76\|34.17\|34.23\|32.20\|52338;2026-03-18\|35.49\|10.01\|32.16\|35.49\|32.16\|103041;2026-03-19\|34.72\|-2.17\|35.30\|36.46\|34.58\|125971;2026-03-20\|33.33\|-4.00\|34.89\|35.48\|33.18\|87423;2026-03-23\|30.00\|-9.99\|31.66\|32.13\|30.00\|89752;2026-03-24\|31.25\|4.17\|30.35\|31.36\|29.17\|71803;2026-03-25\|32.10\|2.72\|31.81\|32.80\|31.40\|72302;2026-03-26\|31.50\|-1.87\|32.74\|32.78\|31.40\|37527;2026-03-27\|33.24\|5.52\|31.13\|33.93\|30.46\|69534;2026-03-30\|33.30\|0.18\|32.70\|33.96\|32.60\|41438;2026-03-31\|32.67\|-1.89\|32.97\|33.79\|32.55\|27398;2026-04-01\|33.75\|3.31\|33.73\|34.33\|32.95\|36857;2026-04-02\|32.98\|-2.28\|33.30\|33.74\|32.60\|24695;2026-04-03\|31.87\|-3.37\|33.39\|33.39\|31.86\|30656;2026-04-07\|32.56\|2.17\|31.96\|33.48\|31.96\|32946;2026-04-08\|34.76\|6.76\|33.34\|34.88\|33.02\|46328;2026-04-09\|35.01\|0.72\|34.31\|35.50\|34.19\|44299;2026-04-10\|36.12\|3.17\|35.60\|36.18\|34.95\|57562;2026-04-13\|36.96\|2.33\|35.82\|37.00\|35.60\|65738;2026-04-14\|36.63\|-0.89\|36.99\|37.29\|35.90\|59012;2026-04-15\|35.86\|-2.10\|36.63\|37.16\|35.77\|45128;2026-04-16\|35.90\|0.11\|35.86\|36.86\|35.65\|54930;2026-04-17\|37.74\|5.13\|35.79\|37.99\|35.41\|91914;2026-04-20\|37.61\|-0.34\|37.74\|38.66\|36.69\|74532;2026-04-21\|37.80\|0.51\|37.27\|38.31\|37.27\|55123;2026-04-22\|38.06\|0.69\|37.58\|38.81\|37.51\|56915;2026-04-23\|37.04\|-2.68\|37.86\|38.18\|36.55\|51063;2026-04-24\|36.45\|-1.59\|36.18\|37.13\|35.88\|33176;2026-04-27\|36.93\|1.32\|36.45\|37.65\|36.45\|36454;2026-04-28\|35.01\|-5.20\|36.93\|36.93\|34.26\|57392;2026-04-29\|35.06\|0.14\|34.80\|35.65\|34.78\|31014;2026-04-30\|34.48\|-1.65\|35.08\|35.38\|34.26\|27867;2026-05-06\|35.52\|3.02\|34.70\|36.21\|34.41\|36327;2026-05-07\|37.39\|5.26\|35.65\|38.32\|35.22\|58425;2026-05-08\|38.55\|3.10\|37.12\|38.73\|36.96\|46943;2026-05-11\|39.02\|1.22\|38.90\|39.66\|38.00\|45297;2026-05-12\|38.65\|-0.95\|38.87\|39.54\|38.21\|31894;2026-05-13\|39.70\|2.72\|38.50\|40.40\|37.86\|49676;2026-05-14\|38.34\|-3.43\|40.40\|40.40\|38.13\|39568;2026-05-15\|37.48\|-2.24\|38.49\|38.80\|36.97\|33218;2026-05-18\|38.13\|1.73\|37.80\|38.62\|36.50\|31746;2026-05-19\|38.06\|-0.18\|38.00\|38.30\|36.58\|27226;2026-05-20\|38.26\|0.53\|37.81\|38.47\|37.48\|28524;2026-05-21\|36.43\|-4.78\|38.60\|39.35\|36.32\|41381;2026-05-22\|39.20\|7.60\|36.50\|39.60\|36.50\|56114;2026-05-25\|40.24\|2.65\|39.98\|41.00\|38.70\|56334;2026-05-26\|41.10\|2.14\|39.65\|41.12\|39.10\|62974;2026-05-27\|39.32\|-4.33\|40.96\|41.80\|38.65\|68679;2026-05-28\|41.11\|4.55\|39.20\|41.20\|38.60\|78538;2026-05-29\|39.93\|-2.87\|41.11\|41.97\|39.10\|87072;2026-06-01\|40.28\|0.88\|39.09\|40.98\|38.00\|71825;2026-06-02\|39.66\|-1.54\|39.88\|41.51\|39.03\|66193;2026-06-03\|38.17\|-3.76\|39.60\|40.15\|37.51\|70366;2026-06-04\|38.10\|-0.18\|37.66\|39.39\|36.88\|55692;2026-06-05\|37.20\|-2.36\|37.71\|38.56\|34.95\|62599;2026-06-08\|36.28\|-2.47\|35.25\|37.68\|35.17\|49646;2026-06-09\|36.85\|1.57\|36.88\|37.79\|36.33\|47339;2026-06-10\|35.57\|-3.47\|36.31\|37.30\|34.76\|37739;2026-06-11\|36.35\|2.19\|35.30\|37.20\|33.91\|49469;2026-06-12\|36.92\|1.57\|36.80\|37.84\|36.16\|47609;2026-06-15\|40.61\|9.99\|36.92\|40.61\|36.92\|44796;2026-06-16\|40.69\|0.20\|41.65\|41.65\|39.80\|62040;2026-06-17\|41.50\|1.99\|40.89\|42.09\|40.58\|66544;2026-06-18\|41.61\|0.27\|41.00\|42.20\|40.77\|51532;2026-06-22\|40.31\|-3.12\|41.79\|41.79\|38.85\|55580;2026-06-23\|38.39\|-4.76\|40.33\|40.33\|37.97\|44388;2026-06-24\|39.40\|2.63\|38.35\|40.07\|37.98\|55349;2026-06-25\|38.81\|-1.50\|38.92\|39.89\|38.31\|50628;2026-06-26\|38.29\|-1.34\|38.60\|39.10\|37.20\|44122;2026-06-29\|34.46\|-10.00\|38.01\|38.40\|34.46\|53150;2026-06-30\|36.16\|4.93\|33.98\|36.20\|33.39\|48193;2026-07-01\|33.56\|-5.89\|35.60\|36.36\|33.40\|49354;2026-07-02\|32.47\|-3.25\|33.01\|34.56\|31.90\|43220;2026-07-03\|32.51\|0.12\|32.79\|33.55\|32.21\|35193;2026-07-06\|31.19\|-4.06\|32.56\|32.89\|30.86\|33713;2026-07-07\|29.99\|-3.85\|31.19\|31.55\|29.70\|34072;2026-07-08\|28.85\|-3.80\|30.50\|30.51\|28.67\|25429;2026-07-09\|29.65\|2.77\|28.99\|29.78\|27.72\|31718;2026-07-10\|28.66\|-3.34\|29.64\|30.13\|28.60\|30670
114538	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB概念+电解铜箔+铜箔增资行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年5月28日互动易，公司电子电路铜箔产品已向生益科技、南亚新材、奥士康、东山精密等下游头部客户批量供应；据2026年4月21日年报，公司自主研发的RTF、LP、HTE等高附加值电子铜箔已实现规模化量产。 2、据企查查APP显示，2026年6月16日，公司全资子公司亨通精密铜箔科技德阳有限公司注册资本由6亿元增至9亿元，增幅50%。 3、据2026年4月21日年报，公司主营业务为电解铜箔、生物兽药及饲料添加剂，电解铜箔年产能达2.5万吨，铜箔业务营收占比71.48%；HVLP系列、RTF-Ⅲ型等高端产品持续推进客户验证，受益于AI算力及PCB产业需求增长。	公司的主要产品是电子铜箔、锂电铜箔等，电子铜箔是制作覆铜板（CCL）和印制电路板（PCB）的重要基础原材料；股东济南泰翔拟协议转让5.24%股份给蒋海东	2026-03-03\|5.44\|-6.37\|5.83\|5.87\|5.41\|1107868;2026-03-04\|5.45\|0.18\|5.21\|5.50\|5.21\|680705;2026-03-05\|5.59\|2.57\|5.47\|5.71\|5.47\|703507;2026-03-06\|5.75\|2.86\|5.58\|5.77\|5.58\|537394;2026-03-09\|5.71\|-0.70\|5.65\|5.73\|5.52\|674405;2026-03-10\|5.68\|-0.53\|5.77\|5.82\|5.65\|550592;2026-03-11\|5.58\|-1.76\|5.68\|5.73\|5.55\|538933;2026-03-12\|5.47\|-1.97\|5.59\|5.64\|5.41\|517300;2026-03-13\|6.02\|10.05\|5.48\|6.02\|5.40\|1813700;2026-03-16\|5.42\|-9.97\|5.93\|5.93\|5.42\|1989293;2026-03-17\|5.11\|-5.72\|5.38\|5.45\|5.09\|1030673;2026-03-18\|5.20\|1.76\|5.15\|5.21\|5.08\|512748;2026-03-19\|4.98\|-4.23\|5.13\|5.14\|4.95\|591247;2026-03-20\|4.77\|-4.22\|5.01\|5.06\|4.77\|649002;2026-03-23\|4.50\|-5.66\|4.66\|4.73\|4.44\|863938;2026-03-24\|4.71\|4.67\|4.66\|4.72\|4.46\|682518;2026-03-25\|4.86\|3.18\|4.72\|4.92\|4.71\|542074;2026-03-26\|4.76\|-2.06\|5.06\|5.08\|4.75\|827596;2026-03-27\|4.81\|1.05\|4.67\|4.85\|4.61\|467599;2026-03-30\|4.76\|-1.04\|4.72\|4.80\|4.65\|460997;2026-03-31\|4.64\|-2.52\|4.76\|4.78\|4.64\|456041;2026-04-01\|4.77\|2.80\|4.71\|4.79\|4.68\|415150;2026-04-02\|4.65\|-2.52\|4.75\|4.80\|4.60\|363470;2026-04-03\|4.66\|0.22\|4.67\|4.74\|4.64\|334067;2026-04-07\|4.77\|2.36\|4.67\|4.90\|4.66\|506127;2026-04-08\|4.93\|3.35\|4.83\|4.94\|4.81\|507735;2026-04-09\|5.18\|5.07\|4.90\|5.27\|4.86\|1047045;2026-04-10\|5.17\|-0.19\|5.20\|5.28\|5.13\|550829;2026-04-13\|5.26\|1.74\|5.10\|5.28\|5.08\|547128;2026-04-14\|5.31\|0.95\|5.28\|5.32\|5.23\|494957;2026-04-15\|5.32\|0.19\|5.31\|5.43\|5.29\|590855;2026-04-16\|5.41\|1.69\|5.31\|5.42\|5.24\|569213;2026-04-17\|5.40\|-0.18\|5.43\|5.49\|5.37\|452002;2026-04-20\|5.37\|-0.56\|5.40\|5.47\|5.35\|565419;2026-04-21\|5.29\|-1.49\|5.30\|5.35\|5.13\|562969;2026-04-22\|5.33\|0.76\|5.29\|5.40\|5.22\|571502;2026-04-23\|5.16\|-3.19\|5.30\|5.35\|5.14\|603480;2026-04-24\|5.21\|0.97\|5.15\|5.25\|5.10\|540769;2026-04-27\|5.41\|3.84\|5.21\|5.45\|5.13\|777788;2026-04-28\|5.25\|-2.96\|5.36\|5.42\|5.22\|589482;2026-04-29\|5.25\|0.00\|5.23\|5.31\|5.15\|508750;2026-04-30\|5.40\|2.86\|5.24\|5.46\|5.23\|851202;2026-05-06\|5.57\|3.15\|5.40\|5.63\|5.39\|920980;2026-05-07\|5.73\|2.87\|5.63\|5.78\|5.59\|975273;2026-05-08\|5.65\|-1.40\|5.70\|5.75\|5.61\|853445;2026-05-11\|5.59\|-1.06\|5.70\|5.80\|5.54\|1094749;2026-05-12\|5.58\|-0.18\|5.61\|5.62\|5.48\|919874;2026-05-13\|5.57\|-0.18\|5.58\|5.64\|5.48\|708212;2026-05-14\|5.67\|1.80\|5.57\|5.90\|5.43\|1571171;2026-05-15\|5.64\|-0.53\|5.71\|5.82\|5.61\|1246506;2026-05-18\|5.76\|2.13\|5.57\|5.82\|5.54\|862442;2026-05-19\|5.81\|0.87\|5.77\|5.90\|5.64\|833568;2026-05-20\|6.03\|3.79\|5.80\|6.06\|5.76\|1155945;2026-05-21\|5.85\|-2.99\|6.01\|6.10\|5.84\|1160689;2026-05-22\|6.07\|3.76\|5.93\|6.14\|5.90\|1091220;2026-05-25\|6.48\|6.75\|6.08\|6.68\|6.02\|2290046;2026-05-26\|6.73\|3.86\|6.50\|6.79\|6.31\|2180158;2026-05-27\|6.63\|-1.49\|6.70\|7.04\|6.57\|2188768;2026-05-28\|6.65\|0.30\|6.62\|6.74\|6.49\|1314263;2026-05-29\|6.39\|-3.91\|6.73\|6.85\|6.34\|1407953;2026-06-01\|6.08\|-4.85\|6.39\|6.45\|6.07\|1359063;2026-06-02\|6.08\|0.00\|6.01\|6.17\|5.81\|1128882;2026-06-03\|6.10\|0.33\|6.09\|6.27\|6.00\|979662;2026-06-04\|6.71\|10.00\|6.20\|6.71\|6.09\|2403182;2026-06-05\|6.94\|3.43\|6.88\|7.15\|6.50\|2852551;2026-06-08\|6.75\|-2.74\|6.60\|6.93\|6.60\|1681160;2026-06-09\|7.43\|10.07\|6.83\|7.43\|6.82\|2202878;2026-06-10\|7.79\|4.85\|7.44\|7.89\|7.30\|2911624;2026-06-11\|7.50\|-3.72\|7.62\|8.16\|7.41\|3322873;2026-06-12\|7.50\|0.00\|7.62\|7.92\|7.38\|2468618;2026-06-15\|8.25\|10.00\|7.50\|8.25\|7.44\|2445728;2026-06-16\|8.75\|6.06\|8.35\|8.90\|8.26\|3455721;2026-06-17\|8.87\|1.37\|8.70\|9.17\|8.57\|3036107;2026-06-18\|9.76\|10.03\|8.87\|9.76\|8.87\|2278048;2026-06-22\|10.58\|8.40\|10.10\|10.74\|9.85\|4362647;2026-06-23\|10.37\|-1.98\|10.69\|10.77\|9.84\|3133978;2026-06-24\|11.41\|10.03\|10.18\|11.41\|10.18\|3103933;2026-06-25\|11.20\|-1.84\|11.41\|11.99\|11.03\|4212021;2026-06-26\|10.53\|-5.98\|11.01\|11.11\|10.36\|2926588;2026-06-29\|9.57\|-9.12\|10.56\|10.94\|9.49\|3264177;2026-06-30\|9.59\|0.21\|9.40\|9.77\|9.25\|2507200;2026-07-01\|9.68\|0.94\|9.59\|10.25\|9.46\|2386650;2026-07-02\|9.63\|-0.52\|9.31\|10.12\|9.20\|2428916;2026-07-03\|9.20\|-4.47\|9.50\|9.70\|9.16\|2073872;2026-07-06\|8.77\|-4.67\|9.42\|9.53\|8.67\|2148277;2026-07-07\|8.61\|-1.82\|8.61\|9.10\|8.45\|1621003;2026-07-08\|8.57\|-0.46\|8.78\|9.37\|8.52\|2338379;2026-07-09\|8.48\|-1.05\|8.77\|8.78\|8.00\|2146973;2026-07-10\|8.21\|-3.18\|8.47\|8.83\|8.16\|1857887
114537	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商，25年净利润同比增长91.75%； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-03-03\|67.64\|-1.18\|71.40\|72.60\|67.50\|656592;2026-03-04\|65.87\|-2.62\|66.63\|68.16\|65.10\|432008;2026-03-05\|65.98\|0.17\|67.35\|69.23\|65.18\|506862;2026-03-06\|64.00\|-3.00\|65.50\|65.99\|63.28\|394547;2026-03-09\|60.92\|-4.81\|61.38\|61.72\|58.07\|561772;2026-03-10\|64.41\|5.73\|62.40\|64.49\|62.36\|541019;2026-03-11\|63.50\|-1.41\|65.00\|65.82\|63.15\|409653;2026-03-12\|62.76\|-1.17\|63.06\|65.86\|61.78\|384607;2026-03-13\|63.44\|1.08\|61.79\|64.68\|61.77\|443421;2026-03-16\|64.39\|1.50\|63.75\|64.91\|61.73\|467635;2026-03-17\|61.88\|-3.90\|65.90\|66.37\|61.80\|481357;2026-03-18\|63.50\|2.62\|62.23\|64.28\|61.72\|441083;2026-03-19\|60.60\|-4.57\|62.00\|62.36\|60.30\|415929;2026-03-20\|60.22\|-0.63\|61.00\|63.20\|60.20\|527576;2026-03-23\|55.85\|-7.26\|58.40\|58.82\|55.39\|613817;2026-03-24\|56.88\|1.84\|56.80\|56.99\|55.06\|407959;2026-03-25\|57.80\|1.62\|57.65\|58.80\|57.00\|417208;2026-03-26\|55.41\|-4.13\|57.88\|57.99\|55.20\|475627;2026-03-27\|54.75\|-1.19\|54.66\|55.66\|53.58\|373639;2026-03-30\|55.10\|0.64\|53.45\|55.33\|53.01\|309474;2026-03-31\|54.17\|-1.69\|54.60\|55.60\|53.41\|323524;2026-04-01\|55.10\|1.72\|55.55\|55.98\|54.55\|331705;2026-04-02\|51.63\|-6.30\|54.14\|54.49\|51.20\|626013;2026-04-03\|52.50\|1.69\|52.04\|53.30\|52.03\|394179;2026-04-07\|55.20\|5.14\|53.36\|55.99\|53.00\|594489;2026-04-08\|58.98\|6.85\|57.00\|59.11\|56.68\|686975;2026-04-09\|59.20\|0.37\|57.81\|59.75\|57.53\|419173;2026-04-10\|61.21\|3.40\|60.14\|62.26\|59.20\|602890;2026-04-13\|63.47\|3.69\|60.36\|64.50\|60.28\|668701;2026-04-14\|66.82\|5.28\|64.50\|67.66\|63.28\|799660;2026-04-15\|66.90\|0.12\|68.50\|71.00\|66.54\|930830;2026-04-16\|67.56\|0.99\|67.32\|68.14\|66.01\|530250;2026-04-17\|69.25\|2.50\|67.05\|70.37\|66.70\|568740;2026-04-20\|69.80\|0.79\|69.28\|71.49\|68.74\|564127;2026-04-21\|72.55\|3.94\|69.51\|74.00\|69.07\|735391;2026-04-22\|76.00\|4.76\|72.54\|76.44\|72.00\|678667;2026-04-23\|74.95\|-1.38\|76.01\|78.50\|73.51\|725714;2026-04-24\|72.63\|-3.10\|74.20\|75.70\|71.55\|574448;2026-04-27\|76.67\|5.56\|74.00\|77.63\|74.00\|557872;2026-04-28\|76.62\|-0.07\|77.34\|78.10\|74.09\|625638;2026-04-29\|78.00\|1.80\|76.66\|80.87\|75.98\|736410;2026-04-30\|76.51\|-1.91\|79.00\|80.45\|76.32\|468913;2026-05-06\|80.81\|5.62\|78.80\|82.77\|78.80\|603167;2026-05-07\|82.00\|1.47\|82.42\|83.00\|80.00\|451021;2026-05-08\|82.00\|0.00\|80.53\|84.15\|80.10\|380322;2026-05-11\|83.66\|2.02\|82.62\|84.28\|81.00\|480487;2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

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日线数据

yuanbaoreason