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
121925	“十五五”时期算力网建设将新增直接投资4万亿元	算力合作+存储芯片+人形机器人行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年5月27日公告，公司全资子公司签署《算力产业合作协议》，围绕算电协同、AIDC智能算力中心运营等四大维度开展合作，整体合作业务体量折算合计约60亿元；据2026年6月3日互动易，公司正积极推进协议落地交付工作。 2、据2026年6月4日互动易，公司收购的NAO人形机器人在教育、科研领域的全球部署量超2万台，目前正全力推出新一代NAO系列产品，并推出适用于教育、康复、老人陪护等场景的机器人及机器人潮玩系列产品。 3、据2025年1月15日及2024年12月12日互动易，公司参股的苏州亿铸智能科技是一家将新型存储器ReRAM与存算一体架构相结合的大算力AI芯片公司。	1、公司参股的苏州亿铸智能科技有限公司是一家将新型存储器ReRAM及存算一体创新计算架构相结合，面向数据中心、云计算等场景的大算力AI芯片公司； 2、人工智能智慧口岸应用领域领先企业之一，已建立了机器人产品线，包括室内/外巡检机器人、协作机器人、车底查验机器人、测温机器人、协运机器人等	2026-05-07\|64.25\|10.00\|58.39\|64.25\|57.00\|110214;2026-05-08\|62.75\|-2.33\|65.00\|67.49\|61.82\|228362;2026-05-11\|60.02\|-4.35\|62.75\|63.20\|59.79\|166712;2026-05-12\|59.00\|-1.70\|61.00\|62.55\|58.50\|149373;2026-05-13\|63.10\|6.95\|58.80\|64.25\|57.05\|236401;2026-05-14\|69.41\|10.00\|64.23\|69.41\|63.12\|233401;2026-05-15\|69.49\|0.12\|69.88\|70.80\|65.06\|211543;2026-05-18\|63.70\|-8.33\|68.00\|68.66\|63.30\|179144;2026-05-19\|62.52\|-1.85\|64.30\|65.20\|60.88\|136797;2026-05-20\|62.22\|-0.48\|62.54\|63.36\|60.66\|98194;2026-05-21\|61.30\|-1.32\|62.45\|66.56\|61.02\|163398;2026-05-22\|63.53\|3.64\|61.80\|64.45\|60.93\|135561;2026-05-25\|59.39\|-6.52\|62.90\|63.48\|58.01\|160343;2026-05-26\|57.40\|-3.35\|59.40\|59.50\|56.27\|105434;2026-05-27\|52.31\|-8.87\|59.52\|60.08\|51.66\|220800;2026-05-28\|51.70\|-1.17\|50.99\|52.25\|49.16\|158152;2026-05-29\|46.53\|-10.00\|51.70\|52.00\|46.53\|152703;2026-06-01\|48.47\|4.17\|47.00\|49.78\|46.31\|120039;2026-06-02\|47.22\|-2.58\|48.47\|48.75\|46.66\|72081;2026-06-03\|47.89\|1.42\|47.22\|48.34\|46.00\|84155;2026-06-04\|47.26\|-1.32\|47.40\|48.26\|46.60\|58429;2026-06-05\|46.77\|-1.04\|47.12\|47.59\|45.71\|63447;2026-06-08\|45.15\|-3.46\|44.44\|46.55\|44.31\|57252;2026-06-09\|45.06\|-0.20\|46.05\|46.36\|44.50\|42965;2026-06-10\|44.32\|-1.64\|44.44\|44.99\|43.71\|39754;2026-06-11\|43.27\|-2.37\|43.77\|44.05\|42.50\|45572;2026-06-12\|44.96\|3.91\|43.41\|45.84\|43.29\|62114;2026-06-15\|49.46\|10.01\|45.50\|49.46\|45.01\|78703;2026-06-16\|54.41\|10.01\|52.52\|54.41\|52.52\|87290;2026-06-17\|53.84\|-1.05\|55.93\|56.50\|53.53\|179676;2026-06-18\|55.78\|3.60\|55.02\|59.22\|55.02\|175966;2026-06-22\|59.02\|5.81\|58.37\|59.75\|55.90\|203109;2026-06-23\|60.00\|1.66\|58.80\|61.64\|58.31\|137985;2026-06-24\|66.00\|10.00\|58.82\|66.00\|58.31\|168574;2026-06-25\|72.60\|10.00\|70.68\|72.60\|66.15\|86629;2026-06-26\|75.20\|3.58\|72.27\|77.88\|72.27\|274186;2026-06-29\|74.20\|-1.33\|75.13\|76.78\|72.00\|156991;2026-06-30\|79.00\|6.47\|75.11\|81.62\|74.78\|150232;2026-07-01\|78.30\|-0.89\|77.90\|81.03\|76.05\|141431;2026-07-02\|71.89\|-8.19\|75.50\|78.00\|71.34\|140044;2026-07-03\|70.85\|-1.45\|71.89\|75.39\|70.04\|102744;2026-07-06\|71.51\|0.93\|72.15\|74.80\|70.55\|105830;2026-07-07\|66.52\|-6.98\|71.00\|71.51\|65.87\|101162;2026-07-08\|69.79\|4.92\|68.70\|72.00\|65.19\|134658;2026-07-09\|62.81\|-10.00\|66.97\|67.00\|62.81\|98410;2026-07-10\|58.96\|-6.13\|60.53\|64.60\|58.96\|216290;2026-07-13\|59.01\|0.08\|58.98\|63.13\|57.80\|150033;2026-07-14\|58.50\|-0.86\|59.64\|61.49\|56.00\|108564;2026-07-15\|55.20\|-5.64\|59.09\|59.15\|54.70\|77918;2026-07-16\|54.75\|-0.82\|54.63\|57.44\|53.50\|88878;2026-07-17\|49.28\|-9.99\|54.89\|54.89\|49.28\|99116;2026-07-20\|48.34\|-1.91\|50.78\|54.10\|46.92\|115598;2026-07-21\|49.57\|2.54\|48.00\|49.74\|43.51\|125424;2026-07-22\|48.67\|-1.82\|48.73\|50.36\|48.06\|87401;2026-07-23\|49.63\|1.97\|49.00\|51.11\|48.10\|93554;2026-07-24\|46.76\|-5.78\|48.50\|49.54\|46.59\|71179;2026-07-27\|47.48\|1.54\|46.45\|47.50\|44.85\|73108;2026-07-28\|45.07\|-5.08\|47.32\|48.15\|44.73\|63583;2026-07-29\|41.95\|-6.92\|45.06\|45.08\|40.88\|92849;2026-07-30\|37.76\|-9.99\|41.79\|42.48\|37.76\|94833;2026-07-31\|40.64\|7.63\|40.00\|41.54\|38.86\|146187;2026-08-03\|40.74\|0.25\|40.36\|42.00\|39.80\|125217;2026-08-04\|44.81\|9.99\|41.40\|44.81\|41.35\|61635;2026-08-05\|49.29\|10.00\|47.95\|49.29\|46.03\|177689;2026-08-06\|49.22\|-0.14\|48.79\|51.50\|48.03\|225577;2026-08-07\|52.82\|7.31\|49.45\|54.14\|48.77\|227912;2026-08-10\|56.76\|7.46\|52.83\|57.00\|52.12\|213173;2026-08-11\|52.17\|-8.09\|55.00\|55.59\|51.50\|193943;2026-08-12\|53.49\|2.53\|53.02\|56.50\|53.02\|163335;2026-08-13\|53.45\|-0.07\|55.07\|56.75\|53.41\|162353;2026-08-14\|53.05\|-0.75\|53.07\|53.45\|51.76\|157484;2026-08-17\|56.61\|6.71\|52.90\|56.84\|52.90\|140116;2026-08-18\|55.71\|-1.59\|56.65\|56.92\|54.37\|117866;2026-08-19\|50.42\|-9.50\|54.50\|54.50\|50.15\|116095;2026-08-20\|50.50\|0.16\|50.50\|51.90\|49.55\|93186;2026-08-21\|50.05\|-0.89\|50.20\|51.46\|49.10\|77646;2026-08-24\|47.70\|-4.70\|50.20\|50.23\|46.23\|99574;2026-08-25\|47.57\|-0.27\|47.00\|48.18\|45.47\|68302;2026-08-26\|46.59\|-2.06\|47.61\|48.02\|45.58\|64600;2026-08-27\|48.27\|3.61\|46.87\|48.49\|46.84\|75895;2026-08-28\|46.80\|-3.05\|48.28\|49.74\|46.80\|85177;2026-08-31\|49.04\|4.79\|46.50\|49.08\|45.62\|84147;2026-09-01\|47.41\|-3.32\|48.84\|49.29\|47.07\|66904;2026-09-02\|47.38\|-0.06\|46.55\|47.99\|46.35\|51115;2026-09-03\|48.04\|1.39\|48.00\|48.73\|47.22\|63381;2026-09-04\|46.76\|-2.66\|48.28\|49.37\|46.32\|69164;2026-09-07\|48.56\|3.85\|47.15\|49.09\|46.56\|76626;2026-09-08\|48.15\|-0.84\|49.01\|49.69\|47.89\|80991;2026-09-09\|47.40\|-1.56\|48.76\|48.98\|47.00\|57438;2026-09-10\|47.46\|0.13\|47.04\|48.15\|46.22\|57008
121924	“十五五”时期算力网建设将新增直接投资4万亿元	数字能源代工+Robobus自动驾驶方案+年报增长 1、据2026年3月31日年报，公司越南智能工厂已建成投产多条专用产线，成功导入行业知名海外厂商多个型号不间断电源UPS产品并实现批量交付，数字能源产品生产加工业务稳步推进。 2、据2026年4月28日投资者关系活动记录表，公司Robobus自动驾驶产品主要适用于景区、城市道路、机场等固定接驳线路，今年将着力推动国内外标杆项目落地；据2026年4月16日投资者关系活动记录表，公司重点推动Robobus解决方案在日本、中国、新加坡、欧洲等地区的落地应用。 3、据2026年3月31日年报，公司2025年主营业务实现营收24.29亿元，同比增长23.06%；归母净利润3.83亿元，同比增长31.95%；境外营收占比达61.64%，海外市场持续拓展。	1、公司于近期成立了“数智装备产品事业部”，发展新一代算力中心配套产品相关业务； 2、商用车车联网龙头，全球车载视频监控市占率第二；公司已将自动驾驶确立为核心成长方向，AEBS、ADAS等产品已量产，并依托全球营销网络加速Robobus等L2+方案落地 3、公司多模态具身 VLM---SafeGPT认知大模型，与主动安全相比，风险感知能力提升30倍，高风险识别能力提升70%	2026-05-07\|75.57\|7.15\|70.54\|76.69\|70.13\|111482;2026-05-08\|75.83\|0.34\|74.39\|77.00\|73.17\|81458;2026-05-11\|75.45\|-0.50\|76.20\|77.91\|73.50\|92827;2026-05-12\|74.41\|-1.38\|74.98\|76.38\|73.38\|69453;2026-05-13\|79.15\|6.37\|74.06\|80.30\|72.86\|94129;2026-05-14\|75.12\|-5.09\|78.88\|79.99\|75.00\|65359;2026-05-15\|73.52\|-2.13\|75.14\|76.20\|72.62\|62792;2026-05-18\|72.88\|-0.87\|73.02\|73.69\|72.02\|53889;2026-05-19\|72.89\|0.01\|72.61\|73.75\|70.68\|43677;2026-05-20\|73.10\|0.29\|72.90\|73.74\|70.91\|51064;2026-05-21\|71.21\|-2.59\|73.50\|76.76\|70.90\|82831;2026-05-22\|72.45\|1.74\|72.00\|73.47\|70.35\|57672;2026-05-25\|70.72\|-2.39\|73.05\|74.00\|69.60\|73401;2026-05-26\|67.25\|-4.91\|70.50\|70.50\|66.37\|80786;2026-05-27\|66.60\|-0.97\|68.70\|69.44\|66.19\|64424;2026-05-28\|67.43\|1.25\|66.01\|67.58\|64.70\|57242;2026-05-29\|63.30\|-6.12\|67.06\|67.50\|62.32\|57381;2026-06-01\|62.85\|-0.71\|63.50\|64.80\|62.42\|44230;2026-06-02\|63.20\|0.56\|62.85\|65.90\|61.73\|45780;2026-06-03\|62.88\|-0.51\|62.90\|66.00\|61.86\|65211;2026-06-04\|63.73\|1.35\|62.64\|64.98\|62.55\|45475;2026-06-05\|62.52\|-1.90\|63.80\|65.80\|61.92\|48661;2026-06-08\|60.75\|-2.83\|61.00\|62.15\|58.68\|51232;2026-06-09\|66.83\|10.01\|62.00\|66.83\|60.20\|78828;2026-06-10\|65.81\|-1.53\|67.90\|70.00\|65.02\|90968;2026-06-11\|63.92\|-2.87\|65.48\|65.93\|63.13\|47678;2026-06-12\|62.00\|-3.00\|65.50\|66.38\|62.00\|49427;2026-06-15\|66.28\|6.90\|62.88\|66.44\|62.85\|63511;2026-06-16\|67.49\|1.83\|66.28\|69.58\|65.50\|69659;2026-06-17\|68.32\|1.23\|66.99\|68.50\|66.58\|45330;2026-06-18\|66.45\|-2.74\|68.81\|68.88\|65.78\|54064;2026-06-22\|64.20\|-3.39\|67.11\|67.11\|62.46\|60832;2026-06-23\|63.38\|-1.28\|63.37\|65.88\|62.83\|43424;2026-06-24\|62.33\|-1.66\|63.10\|63.85\|60.10\|51886;2026-06-25\|60.06\|-3.64\|62.36\|63.20\|59.70\|43106;2026-06-26\|55.17\|-8.14\|60.12\|60.49\|55.00\|64129;2026-06-29\|53.29\|-3.41\|55.39\|56.70\|53.07\|45469;2026-06-30\|53.43\|0.26\|53.51\|55.64\|53.00\|52771;2026-07-01\|56.54\|5.82\|53.70\|58.04\|53.16\|67758;2026-07-02\|53.71\|-5.01\|56.40\|56.41\|53.30\|47053;2026-07-03\|54.25\|1.01\|53.72\|55.88\|53.72\|31019;2026-07-06\|53.20\|-1.94\|54.00\|54.17\|51.92\|33356;2026-07-07\|53.76\|1.05\|53.20\|54.64\|52.52\|33914;2026-07-08\|51.08\|-4.99\|53.90\|56.56\|51.01\|37260;2026-07-09\|53.51\|4.76\|51.09\|54.15\|50.85\|42585;2026-07-10\|58.86\|10.00\|54.00\|58.86\|53.60\|71324;2026-07-13\|55.49\|-5.73\|61.98\|61.98\|55.20\|82109;2026-07-14\|55.70\|0.38\|55.80\|57.67\|52.73\|51304;2026-07-15\|53.22\|-4.45\|56.25\|56.25\|52.96\|33437;2026-07-16\|51.80\|-2.67\|53.17\|54.37\|51.67\|38196;2026-07-17\|47.72\|-7.88\|51.30\|51.80\|46.62\|56271;2026-07-20\|45.16\|-5.36\|48.12\|49.08\|44.00\|57603;2026-07-21\|49.68\|10.01\|45.60\|49.68\|42.64\|79621;2026-07-22\|48.01\|-3.36\|49.69\|50.00\|47.89\|50772;2026-07-23\|46.81\|-2.50\|48.53\|48.60\|46.60\|31315;2026-07-24\|45.65\|-2.48\|46.19\|47.88\|45.50\|30896;2026-07-27\|47.60\|4.27\|45.68\|48.16\|45.10\|34824;2026-07-28\|46.10\|-3.15\|46.75\|47.28\|45.33\|26218;2026-07-29\|46.20\|0.22\|46.05\|46.44\|44.15\|34805;2026-07-30\|43.68\|-5.45\|46.00\|46.20\|43.33\|35944;2026-07-31\|47.56\|8.88\|46.47\|48.05\|45.67\|71511;2026-08-03\|48.30\|1.56\|47.90\|48.50\|47.23\|50584;2026-08-04\|49.71\|2.92\|49.16\|50.19\|48.00\|36512;2026-08-05\|53.12\|6.86\|50.21\|54.40\|50.20\|47559;2026-08-06\|53.42\|0.56\|52.33\|54.15\|52.10\|38436;2026-08-07\|51.40\|-3.78\|53.20\|53.40\|50.90\|58484;2026-08-10\|53.20\|3.50\|51.35\|53.40\|51.28\|44932;2026-08-11\|54.54\|2.52\|52.70\|55.48\|52.39\|50136;2026-08-12\|54.93\|0.72\|54.35\|55.98\|53.65\|32695;2026-08-13\|52.19\|-4.99\|55.25\|57.28\|52.12\|47742;2026-08-14\|52.37\|0.34\|52.27\|52.60\|51.18\|25802;2026-08-17\|53.73\|2.60\|52.14\|54.19\|52.00\|40875;2026-08-18\|53.41\|-0.60\|54.74\|54.74\|52.70\|27905;2026-08-19\|49.38\|-7.55\|52.54\|52.54\|49.07\|44473;2026-08-20\|49.70\|0.65\|50.10\|50.61\|49.61\|23983;2026-08-21\|50.46\|1.53\|49.49\|50.79\|48.68\|21025;2026-08-24\|49.76\|-1.39\|50.57\|50.94\|48.74\|21970;2026-08-25\|50.53\|1.55\|49.27\|50.78\|47.97\|28266;2026-08-26\|49.20\|-2.63\|50.48\|51.30\|48.76\|40750;2026-08-27\|49.44\|0.49\|48.88\|50.10\|48.30\|35101;2026-08-28\|48.74\|-1.42\|49.80\|50.85\|48.62\|29292;2026-08-31\|48.68\|-0.12\|47.94\|49.11\|47.51\|25292;2026-09-01\|48.16\|-1.07\|48.93\|50.50\|47.03\|40954;2026-09-02\|46.95\|-2.51\|47.32\|47.88\|46.71\|29645;2026-09-03\|46.46\|-1.04\|47.24\|47.70\|46.10\|31768;2026-09-04\|48.50\|4.39\|47.49\|51.11\|47.00\|119758;2026-09-07\|51.45\|6.08\|49.34\|51.59\|48.24\|111401;2026-09-08\|49.30\|-4.18\|51.00\|51.22\|49.00\|66635;2026-09-09\|47.77\|-3.10\|49.25\|49.59\|47.06\|48180;2026-09-10\|46.20\|-3.29\|47.11\|47.21\|46.00\|33727
121923	“十五五”时期算力网建设将新增直接投资4万亿元	中报预增+柴油发电机+安防行业原因： 7月30日晚，宇树科技发布公告称，其科创板IPO将于8月10日启动申购，作为A股人形机器人第一股，其上市进程正式落地。公司原因： 1、据2026年7月13日公告，公司预计2026年半年度归母净利润为1600万元到2300万元，同比增加103.13%到191.99%，主要因产品销售毛利率改善。 2、据2025年年报，公司主营电机定子、转子冲片和铁芯，产品应用领域包括柴油发电机、风力发电机等，已与康明斯、维斯塔斯、ABB等企业建立稳定合作。 3、据2025年半年报，公司业务包括安检仪器设备研发制造、智能安防系统集成以及军工装备制造及配套。	公司主营大中型电机定子、转子冲片和铁芯，终端产品应用领域包括数据中心等	2026-05-07\|15.04\|0.20\|14.90\|15.62\|14.90\|137847;2026-05-08\|15.30\|1.73\|15.05\|15.60\|14.99\|115352;2026-05-11\|15.17\|-0.85\|15.00\|15.30\|14.85\|97828;2026-05-12\|14.91\|-1.71\|15.09\|15.36\|14.88\|78931;2026-05-13\|14.56\|-2.35\|14.85\|15.02\|14.51\|88720;2026-05-14\|14.35\|-1.44\|14.62\|14.62\|14.20\|66268;2026-05-15\|14.60\|1.74\|14.31\|15.10\|14.31\|108256;2026-05-18\|14.14\|-3.15\|14.50\|14.60\|14.02\|88880;2026-05-19\|14.50\|2.55\|14.14\|14.57\|13.90\|82438;2026-05-20\|14.36\|-0.97\|14.40\|14.55\|14.15\|54534;2026-05-21\|13.95\|-2.86\|14.36\|14.70\|13.90\|74199;2026-05-22\|14.70\|5.38\|13.99\|15.16\|13.86\|123623;2026-05-25\|14.32\|-2.58\|14.66\|14.98\|14.28\|91810;2026-05-26\|13.94\|-2.65\|14.30\|14.31\|13.71\|73268;2026-05-27\|13.34\|-4.30\|13.81\|14.04\|13.20\|63397;2026-05-28\|13.32\|-0.15\|13.32\|13.53\|13.00\|52885;2026-05-29\|12.56\|-5.71\|13.35\|13.53\|12.49\|72572;2026-06-01\|13.82\|10.03\|12.58\|13.82\|12.50\|118420;2026-06-02\|13.18\|-4.63\|13.75\|14.18\|13.13\|124863;2026-06-03\|12.46\|-5.46\|13.20\|13.36\|12.33\|98479;2026-06-04\|12.56\|0.80\|12.57\|12.87\|12.12\|84710;2026-06-05\|12.42\|-1.11\|12.50\|12.80\|12.03\|60109;2026-06-08\|12.08\|-2.74\|12.00\|12.40\|11.90\|58266;2026-06-09\|12.06\|-0.17\|12.19\|12.26\|11.78\|49914;2026-06-10\|11.93\|-1.08\|12.09\|12.25\|11.71\|45464;2026-06-11\|11.56\|-3.10\|11.88\|11.88\|11.40\|36118;2026-06-12\|11.62\|0.87\|11.68\|11.86\|11.42\|36745;2026-06-15\|11.56\|-0.52\|11.89\|12.06\|11.39\|64571;2026-06-16\|11.86\|2.60\|11.58\|12.15\|11.30\|71713;2026-06-17\|11.62\|-2.02\|11.71\|11.90\|11.59\|46078;2026-06-18\|11.67\|0.43\|11.63\|11.71\|11.43\|48684;2026-06-22\|12.01\|2.91\|11.60\|12.04\|11.16\|73751;2026-06-23\|12.37\|3.00\|12.00\|12.59\|11.90\|60378;2026-06-24\|11.66\|-5.74\|12.30\|12.37\|11.62\|54217;2026-06-25\|11.73\|0.60\|11.58\|12.40\|11.41\|70523;2026-06-26\|11.22\|-4.35\|11.56\|11.74\|11.16\|56662;2026-06-29\|11.10\|-1.07\|11.22\|11.37\|10.73\|50381;2026-06-30\|11.45\|3.15\|11.12\|11.51\|11.02\|38909;2026-07-01\|11.57\|1.05\|11.52\|12.00\|11.42\|43729;2026-07-02\|11.76\|1.64\|11.56\|12.36\|11.56\|62485;2026-07-03\|12.36\|5.10\|11.66\|12.55\|11.66\|84524;2026-07-06\|13.60\|10.03\|12.43\|13.60\|12.43\|135982;2026-07-07\|13.65\|0.37\|14.12\|14.96\|13.43\|375298;2026-07-08\|13.40\|-1.83\|12.99\|13.84\|12.99\|206147;2026-07-09\|13.41\|0.07\|13.24\|13.80\|12.88\|140503;2026-07-10\|13.58\|1.27\|13.44\|14.02\|13.30\|120738;2026-07-13\|12.89\|-5.08\|13.44\|13.95\|12.80\|130985;2026-07-14\|12.93\|0.31\|12.88\|13.11\|12.45\|83527;2026-07-15\|12.90\|-0.23\|12.79\|13.24\|12.67\|68016;2026-07-16\|12.68\|-1.71\|12.80\|13.23\|12.52\|69399;2026-07-17\|11.73\|-7.49\|12.67\|12.75\|11.53\|93044;2026-07-20\|10.97\|-6.48\|11.78\|11.91\|10.82\|79982;2026-07-21\|11.03\|0.55\|11.16\|11.39\|10.21\|94467;2026-07-22\|11.07\|0.36\|10.95\|11.27\|10.68\|63544;2026-07-23\|11.58\|4.61\|11.23\|11.66\|11.01\|59149;2026-07-24\|11.18\|-3.45\|11.50\|11.69\|11.10\|39765;2026-07-27\|11.40\|1.97\|11.27\|11.51\|11.12\|32665;2026-07-28\|11.49\|0.79\|11.38\|11.69\|11.28\|35188;2026-07-29\|12.25\|6.61\|11.31\|12.40\|11.15\|89870;2026-07-30\|11.92\|-2.69\|12.06\|12.48\|11.85\|64294;2026-07-31\|12.87\|7.97\|12.15\|13.11\|12.06\|116664;2026-08-03\|13.09\|1.71\|12.90\|13.20\|12.80\|64846;2026-08-04\|13.40\|2.37\|13.16\|13.44\|13.00\|69455;2026-08-05\|13.51\|0.82\|13.48\|13.62\|13.35\|65487;2026-08-06\|13.95\|3.26\|13.49\|13.99\|13.39\|67978;2026-08-07\|14.23\|2.01\|14.02\|14.50\|13.91\|67031;2026-08-10\|14.35\|0.84\|14.28\|14.50\|13.89\|62543;2026-08-11\|14.25\|-0.70\|14.23\|14.54\|13.96\|58586;2026-08-12\|14.50\|1.75\|14.38\|14.69\|14.25\|62162;2026-08-13\|14.13\|-2.55\|14.40\|14.58\|14.10\|65021;2026-08-14\|14.20\|0.50\|14.22\|14.35\|13.98\|53026;2026-08-17\|13.95\|-1.76\|14.20\|14.25\|13.57\|67073;2026-08-18\|14.49\|3.87\|13.99\|14.85\|13.96\|113679;2026-08-19\|13.73\|-5.25\|14.08\|14.60\|13.68\|80137;2026-08-20\|13.69\|-0.29\|13.87\|14.05\|13.65\|62320;2026-08-21\|13.62\|-0.51\|13.68\|13.91\|13.57\|45461;2026-08-24\|13.61\|-0.07\|13.77\|13.77\|13.30\|45860;2026-08-25\|13.72\|0.81\|13.45\|13.80\|13.40\|34546;2026-08-26\|13.74\|0.15\|13.73\|14.05\|13.50\|38635;2026-08-27\|14.00\|1.89\|13.70\|14.27\|13.60\|49819;2026-08-28\|14.10\|0.71\|13.88\|14.26\|13.85\|49165;2026-08-31\|15.06\|6.81\|14.05\|15.28\|14.04\|89118;2026-09-01\|15.54\|3.19\|14.90\|15.59\|14.90\|79478;2026-09-02\|16.19\|4.18\|15.62\|16.66\|15.22\|110820;2026-09-03\|16.80\|3.77\|16.20\|16.99\|16.20\|108773;2026-09-04\|17.02\|1.31\|16.80\|17.37\|16.80\|106821;2026-09-07\|17.08\|0.35\|17.11\|17.42\|16.36\|88141;2026-09-08\|16.63\|-2.63\|17.08\|17.25\|16.32\|100176;2026-09-09\|16.77\|0.84\|16.56\|17.11\|16.46\|62131;2026-09-10\|16.51\|-1.55\|16.80\|16.88\|16.45\|47965
121922	“十五五”时期算力网建设将新增直接投资4万亿元	算力租赁+增资+建筑工程 1、据2026年4月29日年报及2026年5月25日业绩说明会，公司控股子公司已开展算力租赁服务业务，为客户提供智算综合解决方案，已开始为一家大型企业提供稳定收入的租赁服务，但业务开展时间较短，收入规模相对较小。 2、据2026年5月19日公告，公司拟向控股子公司上海帕晏算力科技有限公司增资16,876.825万元，以推进算力租赁服务业务发展，相关资金尚需通过外部借款或其他方式筹措。 3、据2026年4月29日年报，公司主营业务为建筑工程业务，同时经营自有资产出租业务。公司正积极把握新兴产业机遇，推进业务转型，以应对市场变化和挑战。	公司主营建筑工程业务，控股子公司已增资开展算力租赁业务	2026-05-07\|26.01\|3.01\|25.35\|26.92\|24.78\|80588;2026-05-08\|28.61\|10.00\|26.00\|28.61\|25.58\|86615;2026-05-11\|31.47\|10.00\|29.50\|31.47\|29.29\|109964;2026-05-12\|29.93\|-4.89\|31.50\|32.02\|28.69\|182721;2026-05-13\|29.59\|-1.14\|29.93\|30.10\|28.72\|94922;2026-05-14\|28.00\|-5.37\|29.59\|30.05\|28.00\|85145;2026-05-15\|26.55\|-5.18\|28.00\|28.28\|25.78\|90540;2026-05-18\|26.21\|-1.28\|26.75\|26.78\|25.80\|54337;2026-05-19\|26.41\|0.76\|26.40\|27.03\|25.45\|55998;2026-05-20\|25.15\|-4.77\|26.38\|26.40\|25.04\|46840;2026-05-21\|23.62\|-6.08\|25.63\|25.63\|23.38\|68871;2026-05-22\|25.98\|9.99\|24.00\|25.98\|23.70\|40372;2026-05-25\|28.58\|10.01\|25.98\|28.58\|25.63\|128920;2026-05-26\|29.46\|3.08\|28.54\|29.91\|27.52\|127544;2026-05-27\|27.13\|-7.91\|29.74\|29.87\|26.88\|90628;2026-05-28\|26.30\|-3.06\|27.12\|27.12\|25.79\|64943;2026-05-29\|26.12\|-0.68\|26.56\|26.58\|25.42\|54970;2026-06-01\|25.66\|-1.76\|25.69\|27.10\|25.55\|31175;2026-06-02\|24.38\|-4.99\|25.70\|25.91\|23.64\|47091;2026-06-03\|24.60\|0.90\|24.62\|25.15\|24.09\|34704;2026-06-04\|24.71\|0.45\|24.59\|25.11\|24.10\|38612;2026-06-05\|23.72\|-4.01\|25.39\|25.39\|23.45\|33512;2026-06-08\|24.81\|4.60\|21.95\|25.08\|21.92\|51079;2026-06-09\|25.04\|0.93\|24.80\|25.26\|24.11\|39198;2026-06-10\|25.46\|1.68\|24.90\|25.92\|24.68\|30147;2026-06-11\|25.54\|0.31\|25.60\|26.20\|24.80\|36657;2026-06-12\|24.39\|-4.50\|25.57\|26.04\|24.30\|33621;2026-06-15\|26.15\|7.22\|24.88\|26.73\|24.21\|50538;2026-06-16\|26.75\|2.29\|26.67\|27.93\|25.91\|41843;2026-06-17\|27.30\|2.06\|26.65\|27.90\|26.22\|44013;2026-06-18\|27.58\|1.03\|27.29\|29.16\|27.11\|39760;2026-06-22\|30.34\|10.01\|27.80\|30.34\|27.70\|53037;2026-06-23\|28.94\|-4.61\|30.04\|30.95\|28.80\|59916;2026-06-24\|28.32\|-2.14\|29.17\|29.65\|28.00\|29503;2026-06-25\|28.35\|0.11\|28.74\|29.13\|27.90\|23599;2026-06-26\|28.00\|-1.23\|28.31\|31.19\|27.27\|77193;2026-06-29\|29.15\|4.11\|28.55\|30.06\|27.20\|84487;2026-06-30\|27.68\|-5.04\|29.20\|29.45\|27.00\|68352;2026-07-01\|26.66\|-3.69\|28.02\|28.07\|26.30\|48477;2026-07-02\|25.40\|-4.73\|26.24\|27.42\|25.31\|54927;2026-07-03\|26.03\|2.48\|25.98\|26.46\|25.02\|31328;2026-07-06\|24.79\|-4.76\|25.99\|26.12\|24.23\|32063;2026-07-07\|24.30\|-1.98\|24.78\|25.13\|24.11\|19370;2026-07-08\|23.84\|-1.89\|24.12\|24.56\|23.12\|25914;2026-07-09\|24.01\|0.71\|23.83\|24.16\|22.92\|19703;2026-07-10\|23.72\|-1.21\|24.01\|24.36\|23.70\|22273;2026-07-13\|21.64\|-8.77\|23.70\|23.89\|21.50\|36798;2026-07-14\|22.30\|3.05\|21.62\|22.39\|21.22\|27496;2026-07-15\|21.78\|-2.33\|22.30\|22.83\|21.64\|23809;2026-07-16\|20.60\|-5.42\|21.74\|21.97\|20.22\|33166;2026-07-17\|18.54\|-10.00\|20.50\|20.50\|18.54\|96431;2026-07-20\|16.69\|-9.98\|18.50\|18.88\|16.69\|60472;2026-07-21\|17.81\|6.71\|16.69\|17.98\|15.02\|83490;2026-07-22\|18.43\|3.48\|17.40\|18.96\|17.25\|68976;2026-07-23\|18.44\|0.05\|18.00\|18.88\|17.30\|46876;2026-07-24\|18.11\|-1.79\|18.39\|18.66\|17.64\|31103;2026-07-27\|18.72\|3.37\|18.28\|19.32\|17.80\|37493;2026-07-28\|18.80\|0.43\|18.56\|19.45\|18.35\|33410;2026-07-29\|18.11\|-3.67\|18.61\|18.96\|17.30\|48265;2026-07-30\|16.57\|-8.50\|17.98\|18.36\|16.52\|37862;2026-07-31\|17.75\|7.12\|17.36\|18.23\|17.04\|52970;2026-08-03\|16.98\|-4.34\|17.57\|17.81\|16.85\|40159;2026-08-04\|18.29\|7.71\|16.96\|18.68\|16.96\|46632;2026-08-05\|19.32\|5.63\|18.93\|19.58\|18.54\|38679;2026-08-06\|19.91\|3.05\|19.32\|20.49\|18.60\|39267;2026-08-07\|20.63\|3.62\|19.80\|20.73\|19.62\|29934;2026-08-10\|21.22\|2.86\|20.60\|21.72\|20.55\|42356;2026-08-11\|21.26\|0.19\|20.97\|21.65\|20.68\|24213;2026-08-12\|23.39\|10.02\|21.22\|23.39\|21.22\|35720;2026-08-13\|22.66\|-3.12\|24.00\|24.78\|22.54\|55749;2026-08-14\|22.42\|-1.06\|22.71\|22.83\|21.91\|34561;2026-08-17\|22.48\|0.27\|22.41\|22.57\|21.92\|26320;2026-08-18\|22.43\|-0.22\|22.47\|22.80\|22.21\|19344;2026-08-19\|21.15\|-5.71\|22.33\|22.42\|20.83\|26461;2026-08-20\|21.53\|1.80\|21.33\|22.23\|21.03\|21458;2026-08-21\|21.45\|-0.37\|21.89\|21.89\|21.01\|11938;2026-08-24\|21.09\|-1.68\|21.59\|21.96\|20.85\|19614;2026-08-25\|20.66\|-2.04\|20.98\|21.00\|20.19\|21118;2026-08-26\|20.89\|1.11\|20.66\|20.98\|20.05\|16324;2026-08-27\|21.33\|2.11\|20.48\|21.48\|20.48\|13111;2026-08-28\|21.47\|0.66\|21.00\|21.76\|21.00\|11172;2026-08-31\|21.58\|0.51\|21.05\|21.87\|21.05\|11581;2026-09-01\|21.21\|-1.71\|21.51\|21.83\|21.20\|13349;2026-09-02\|20.78\|-2.03\|21.21\|21.22\|20.55\|16794;2026-09-03\|22.86\|10.01\|20.76\|22.86\|20.76\|58414;2026-09-04\|22.19\|-2.93\|24.05\|24.05\|22.07\|73662;2026-09-07\|21.49\|-3.15\|22.19\|22.98\|20.40\|67270;2026-09-08\|21.54\|0.23\|21.40\|22.03\|20.78\|44785;2026-09-09\|23.02\|6.87\|21.80\|23.69\|21.73\|100453;2026-09-10\|21.86\|-5.04\|22.57\|23.00\|21.55\|73468
121921	“十五五”时期算力网建设将新增直接投资4万亿元	柴油动力单元+热管理+资产重组 1、据2026年6月24日公告，公司股票交易异常波动，经自查除已披露的重大资产重组事项外，不存在应披露而未披露的重大信息；据2026年4月8日预案，公司拟发行股份购买康豪机电100%股权，标的公司是国内领先的柴油动力单元集成商及热交换系统供应商。 2、据2026年4月8日预案，标的公司柴油动力单元主要服务于中石油、中石化、中国中车等油气田及轨道交通装备企业，热交换系统终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒等。 3、据2025年年报，公司主营柴油、天然气、汽油发动机缸体、缸盖等核心零部件，是比亚迪、赛力斯等整车厂商的重要供应商；2025年成功获得奇瑞、吉利等新能源乘用车客户定点供货资质，新能源混动缸体缸盖业务增长动能强劲。	公司拟收购康豪机电，标的终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒、MTU、广西玉柴、潍柴动力等国内外知名动力系统制造商	2026-05-07\|63.80\|10.00\|58.31\|63.80\|57.02\|125658;2026-05-08\|68.50\|7.37\|66.20\|70.00\|62.05\|180275;2026-05-11\|70.05\|2.26\|68.50\|70.86\|65.11\|164600;2026-05-12\|76.00\|8.49\|70.05\|77.06\|69.27\|152668;2026-05-13\|76.83\|1.09\|75.80\|77.92\|71.77\|111630;2026-05-14\|72.88\|-5.14\|76.43\|76.85\|70.82\|115242;2026-05-15\|69.85\|-4.16\|72.42\|73.92\|68.00\|98027;2026-05-18\|69.40\|-0.64\|69.90\|71.29\|68.20\|89266;2026-05-19\|72.00\|3.75\|69.50\|72.18\|66.50\|82889;2026-05-20\|71.04\|-1.33\|71.31\|73.70\|70.00\|76106;2026-05-21\|66.29\|-6.69\|70.50\|71.80\|66.29\|80749;2026-05-22\|68.85\|3.86\|66.82\|69.95\|66.17\|67206;2026-05-25\|69.24\|0.57\|71.52\|71.80\|68.17\|45235;2026-05-26\|68.43\|-1.17\|68.50\|68.50\|63.63\|72964;2026-05-27\|69.14\|1.04\|67.42\|71.16\|65.65\|66453;2026-05-28\|75.62\|9.37\|69.48\|76.05\|69.15\|111233;2026-05-29\|72.99\|-3.48\|75.16\|77.50\|72.11\|89121;2026-06-01\|69.56\|-4.70\|71.49\|73.00\|68.00\|67396;2026-06-02\|67.06\|-3.59\|68.45\|69.88\|63.88\|117535;2026-06-03\|63.68\|-4.86\|65.59\|69.40\|62.20\|98644;2026-06-04\|70.05\|10.00\|63.48\|70.05\|61.83\|98537;2026-06-05\|64.62\|-7.75\|69.00\|70.04\|64.62\|71049;2026-06-08\|62.09\|-3.92\|61.25\|65.68\|61.24\|60581;2026-06-09\|63.80\|2.75\|62.99\|64.40\|61.83\|44350;2026-06-10\|60.00\|-5.96\|62.54\|62.85\|59.11\|59783;2026-06-11\|59.13\|-1.45\|59.65\|60.90\|58.44\|62060;2026-06-12\|59.54\|0.69\|60.31\|61.80\|58.10\|57528;2026-06-15\|65.49\|9.99\|60.16\|65.49\|60.16\|74835;2026-06-16\|62.49\|-4.58\|65.00\|65.49\|61.60\|96231;2026-06-17\|62.61\|0.19\|62.49\|65.38\|61.31\|62619;2026-06-18\|65.80\|5.09\|62.97\|68.87\|62.97\|151197;2026-06-22\|72.38\|10.00\|66.49\|72.38\|62.20\|197649;2026-06-23\|75.56\|4.39\|72.00\|78.24\|70.01\|149276;2026-06-24\|73.66\|-2.51\|73.49\|75.30\|70.53\|124621;2026-06-25\|74.71\|1.43\|74.02\|77.50\|69.60\|142547;2026-06-26\|69.77\|-6.61\|74.30\|75.80\|68.50\|109612;2026-06-29\|76.75\|10.00\|74.70\|76.75\|71.84\|139540;2026-06-30\|84.43\|10.01\|80.00\|84.43\|79.44\|47476;2026-07-01\|87.30\|3.40\|88.48\|92.87\|85.30\|181632;2026-07-02\|81.16\|-7.03\|82.79\|87.88\|80.93\|98935;2026-07-03\|83.72\|3.15\|81.45\|86.94\|79.47\|112555;2026-07-06\|88.46\|5.66\|86.23\|92.09\|85.62\|163972;2026-07-07\|83.51\|-5.60\|89.21\|90.01\|80.12\|134327;2026-07-08\|85.63\|2.54\|82.28\|86.47\|78.65\|115683;2026-07-09\|77.20\|-9.84\|85.61\|86.88\|77.07\|124703;2026-07-10\|71.50\|-7.38\|78.73\|82.00\|71.10\|128969;2026-07-13\|64.35\|-10.00\|70.21\|72.02\|64.35\|88820;2026-07-14\|65.04\|1.07\|65.64\|66.35\|62.13\|60331;2026-07-15\|63.13\|-2.94\|67.34\|68.50\|62.49\|62982;2026-07-16\|67.52\|6.95\|62.34\|69.44\|61.24\|127116;2026-07-17\|61.90\|-8.32\|68.62\|70.90\|61.80\|145036;2026-07-20\|57.10\|-7.75\|63.75\|66.66\|55.91\|112580;2026-07-21\|62.81\|10.00\|57.56\|62.81\|51.41\|118807;2026-07-22\|60.43\|-3.79\|61.62\|62.50\|59.67\|79278;2026-07-23\|62.45\|3.34\|63.43\|66.20\|61.68\|98352;2026-07-24\|59.80\|-4.24\|61.50\|62.12\|59.10\|56582;2026-07-27\|64.88\|8.49\|60.30\|65.50\|59.00\|80116;2026-07-28\|58.39\|-10.00\|62.80\|64.43\|58.39\|64339;2026-07-29\|52.78\|-9.61\|58.39\|58.39\|52.55\|126155;2026-07-30\|48.12\|-8.83\|53.53\|53.88\|47.60\|94921;2026-07-31\|50.60\|5.15\|52.93\|52.93\|50.50\|128804;2026-08-03\|48.30\|-4.55\|49.67\|50.78\|46.89\|79800;2026-08-04\|52.71\|9.13\|48.75\|53.13\|47.69\|92243;2026-08-05\|57.61\|9.30\|51.51\|57.98\|51.51\|103294;2026-08-06\|57.59\|-0.03\|56.88\|58.50\|55.47\|61050;2026-08-07\|58.60\|1.75\|57.61\|59.50\|56.23\|80673;2026-08-10\|60.96\|4.03\|60.00\|63.36\|59.60\|102392;2026-08-11\|57.27\|-6.05\|60.17\|60.85\|57.01\|85069;2026-08-12\|57.72\|0.79\|56.33\|58.94\|56.10\|50640;2026-08-13\|59.15\|2.48\|58.40\|62.50\|57.90\|90300;2026-08-14\|62.10\|4.99\|59.66\|63.25\|58.26\|79861;2026-08-17\|66.36\|6.86\|61.88\|66.43\|60.62\|122600;2026-08-18\|63.92\|-3.68\|66.06\|66.60\|63.02\|70067;2026-08-19\|57.82\|-9.54\|61.47\|62.94\|57.53\|91614;2026-08-20\|57.04\|-1.35\|58.29\|59.50\|56.56\|69076;2026-08-21\|60.02\|5.22\|57.03\|60.98\|56.24\|66063;2026-08-24\|61.10\|1.80\|60.44\|64.00\|59.00\|82613;2026-08-25\|64.93\|6.27\|60.00\|65.56\|59.01\|94413;2026-08-26\|65.54\|0.94\|65.67\|68.17\|62.00\|106815;2026-08-27\|65.13\|-0.63\|64.60\|68.36\|62.55\|126333;2026-08-28\|59.85\|-8.11\|64.81\|64.99\|59.75\|118934;2026-08-31\|65.84\|10.01\|58.61\|65.84\|57.63\|114341;2026-09-01\|63.89\|-2.96\|68.27\|68.35\|63.61\|88721;2026-09-02\|66.15\|3.54\|63.88\|68.60\|62.80\|104943;2026-09-03\|66.30\|0.23\|66.50\|68.00\|64.52\|66507;2026-09-04\|65.14\|-1.75\|66.95\|69.20\|64.44\|87780;2026-09-07\|64.37\|-1.18\|66.30\|67.78\|62.81\|71550;2026-09-08\|61.95\|-3.76\|64.38\|65.00\|59.89\|130150;2026-09-09\|61.28\|-1.08\|61.34\|64.06\|60.10\|74328;2026-09-10\|56.46\|-7.87\|60.44\|60.66\|56.37\|81991
121920	“十五五”时期算力网建设将新增直接投资4万亿元	算力+家具智造行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年4月25日年报，唯一网络2025年IDC及云计算收入19.66亿元，首次超越传统设备业务，并启动“AI原生基础设施+”战略，部署GPU算力池、搭建融合调度平台，向推理算力服务商升级。 2、据2026年4月25日年报，公司国内首创免挖坑智能开料工作站，AI优化家具生产，已为索菲亚、宜家OEM等300+标杆工厂提供整厂智能产线。 3、据2026年4月25日年报，公司拟10派2元并授权董事会推进2026年中期分红，同时公告使用不超6亿元自有资金购买低风险理财产品。	公司开发了小鹭AIGC智能助手；全资子公司唯一网络是国内领先的数字经济基础设施服务提供商，主要经营范围包括IDC、云计算（含公有云、混合云、私有云及云增值等服务）、云联网、数字化解决方案等服务	2026-05-07\|27.84\|10.00\|25.63\|27.84\|25.31\|500865;2026-05-08\|29.02\|4.24\|28.28\|29.87\|27.59\|757666;2026-05-11\|31.29\|7.82\|29.14\|31.81\|29.06\|518352;2026-05-12\|30.92\|-1.18\|30.99\|31.80\|30.56\|393882;2026-05-13\|32.24\|4.27\|30.45\|32.40\|30.04\|269730;2026-05-14\|32.10\|-0.43\|32.00\|32.80\|31.70\|235611;2026-05-15\|31.95\|-0.47\|31.80\|32.78\|31.52\|190125;2026-05-18\|29.93\|-6.32\|31.87\|32.30\|29.45\|329898;2026-05-19\|29.29\|-2.14\|29.52\|30.38\|28.90\|225243;2026-05-20\|29.10\|-0.65\|29.26\|30.20\|28.55\|179956;2026-05-21\|26.62\|-8.52\|29.00\|30.00\|26.40\|200592;2026-05-22\|28.73\|7.93\|26.64\|29.28\|26.02\|326384;2026-05-25\|27.28\|-5.05\|29.30\|29.35\|27.25\|234007;2026-05-26\|25.96\|-4.14\|26.60\|26.86\|25.53\|163867;2026-05-27\|24.27\|-6.51\|25.82\|26.28\|24.05\|175999;2026-05-28\|24.71\|1.81\|24.40\|25.17\|24.07\|167186;2026-05-29\|23.40\|-5.30\|24.69\|24.99\|23.00\|141777;2026-06-01\|23.78\|1.62\|23.45\|24.29\|23.00\|146724;2026-06-02\|23.69\|-0.38\|23.96\|24.17\|22.68\|141810;2026-06-03\|23.51\|-0.76\|23.61\|24.14\|23.16\|116856;2026-06-04\|22.75\|-3.23\|23.25\|23.42\|22.60\|101170;2026-06-05\|22.37\|-1.67\|22.60\|22.85\|21.95\|105682;2026-06-08\|20.81\|-6.97\|21.64\|22.15\|20.38\|191967;2026-06-09\|21.03\|1.06\|20.88\|21.19\|20.60\|109843;2026-06-10\|23.13\|9.99\|23.13\|23.13\|23.13\|93249;2026-06-11\|20.82\|-9.99\|22.02\|22.44\|20.82\|269660;2026-06-12\|19.72\|-5.28\|20.62\|21.06\|19.72\|453459;2026-06-15\|20.27\|2.79\|19.98\|20.41\|19.70\|262135;2026-06-16\|20.86\|2.91\|20.49\|21.14\|20.31\|191597;2026-06-17\|21.07\|1.01\|20.95\|21.48\|20.62\|154334;2026-06-18\|21.35\|1.33\|20.92\|21.58\|20.81\|145795;2026-06-22\|21.04\|-1.45\|21.40\|21.72\|20.48\|189596;2026-06-23\|20.34\|-3.33\|21.00\|21.13\|20.24\|127293;2026-06-24\|20.42\|0.39\|20.16\|20.46\|19.76\|118982;2026-06-25\|19.37\|-5.14\|20.22\|20.50\|19.34\|153298;2026-06-26\|18.43\|-4.85\|19.12\|19.32\|18.32\|137298;2026-06-29\|17.82\|-3.31\|18.32\|18.45\|17.51\|117337;2026-06-30\|18.05\|1.29\|17.83\|18.38\|17.53\|109606;2026-07-01\|18.32\|1.50\|18.15\|18.71\|17.77\|137856;2026-07-02\|18.36\|0.22\|18.01\|19.20\|18.01\|173774;2026-07-03\|18.60\|1.31\|18.40\|18.98\|18.40\|129772;2026-07-06\|17.74\|-4.62\|18.63\|18.67\|17.63\|124522;2026-07-07\|16.74\|-5.64\|17.40\|17.65\|16.68\|137339;2026-07-08\|18.41\|9.98\|16.75\|18.41\|16.54\|155237;2026-07-09\|17.91\|-2.72\|18.22\|18.33\|17.21\|307830;2026-07-10\|18.00\|0.50\|17.68\|18.78\|17.51\|256871;2026-07-13\|16.88\|-6.22\|17.92\|18.18\|16.81\|162087;2026-07-14\|16.66\|-1.30\|16.91\|17.21\|16.00\|131682;2026-07-15\|16.70\|0.24\|16.67\|17.14\|16.57\|102777;2026-07-16\|16.69\|-0.06\|16.60\|17.11\|16.37\|108385;2026-07-17\|15.36\|-7.97\|16.50\|16.77\|15.15\|156869;2026-07-20\|15.11\|-1.63\|15.65\|16.19\|14.78\|151216;2026-07-21\|15.33\|1.46\|15.11\|15.38\|13.85\|157429;2026-07-22\|15.26\|-0.46\|15.10\|15.65\|15.00\|98258;2026-07-23\|15.71\|2.95\|15.28\|15.93\|15.12\|114994;2026-07-24\|15.08\|-4.01\|15.43\|15.60\|14.97\|81322;2026-07-27\|15.62\|3.58\|14.97\|15.64\|14.87\|74394;2026-07-28\|15.48\|-0.90\|15.40\|15.85\|15.36\|67861;2026-07-29\|15.73\|1.61\|15.49\|15.80\|15.13\|97296;2026-07-30\|15.36\|-2.35\|15.90\|16.77\|15.34\|221282;2026-07-31\|16.32\|6.25\|15.83\|16.90\|15.68\|334875;2026-08-03\|16.66\|2.08\|16.65\|16.77\|16.35\|236918;2026-08-04\|17.42\|4.56\|17.00\|17.58\|16.92\|284013;2026-08-05\|17.51\|0.52\|17.00\|17.70\|16.94\|252400;2026-08-06\|17.26\|-1.43\|17.33\|17.63\|16.95\|189562;2026-08-07\|17.68\|2.43\|17.37\|18.68\|17.23\|345916;2026-08-10\|17.48\|-1.13\|17.59\|17.60\|16.91\|215353;2026-08-11\|17.73\|1.43\|18.00\|18.15\|17.16\|234195;2026-08-12\|17.75\|0.11\|17.88\|17.96\|17.35\|185979;2026-08-13\|17.44\|-1.75\|18.12\|18.34\|17.41\|220501;2026-08-14\|18.01\|3.27\|17.46\|18.19\|17.27\|244750;2026-08-17\|17.95\|-0.33\|17.98\|18.00\|17.42\|205328;2026-08-18\|17.41\|-3.01\|17.78\|17.78\|17.26\|144470;2026-08-19\|16.36\|-6.03\|17.03\|17.06\|16.31\|154958;2026-08-20\|16.25\|-0.67\|16.57\|16.57\|16.15\|77188;2026-08-21\|16.10\|-0.92\|16.05\|16.18\|15.73\|75147;2026-08-24\|15.71\|-2.42\|16.15\|16.19\|15.45\|84193;2026-08-25\|16.02\|1.97\|15.55\|16.12\|15.48\|76719;2026-08-26\|15.75\|-1.69\|16.02\|16.10\|15.67\|74845;2026-08-27\|15.94\|1.21\|15.74\|16.00\|15.70\|68636;2026-08-28\|15.89\|-0.31\|16.06\|16.31\|15.86\|109287;2026-08-31\|17.48\|10.01\|16.30\|17.48\|16.13\|283033;2026-09-01\|17.81\|1.89\|17.74\|17.90\|17.48\|318396;2026-09-02\|17.97\|0.90\|17.55\|18.00\|17.53\|228858;2026-09-03\|18.05\|0.45\|17.99\|18.20\|17.83\|224406;2026-09-04\|18.09\|0.22\|18.50\|19.13\|17.88\|410712;2026-09-07\|17.74\|-1.93\|17.93\|17.95\|17.51\|254506;2026-09-08\|17.65\|0.63\|17.65\|17.99\|17.55\|173410;2026-09-09\|17.31\|-1.93\|17.64\|17.76\|17.12\|155280;2026-09-10\|17.67\|2.08\|17.45\|18.29\|17.23\|268639
121919	“十五五”时期算力网建设将新增直接投资4万亿元	AI数据中心+电接触材料+一季报扭亏+贵金属循环行业原因： 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5日互动易，公司为数据中心应用领域研发的高分断能力一体化焊接触头组件，已成功为微软、Meta、华为等科技巨头数据中心的供应商实现供货，近年来应用于数据中心领域的电接触材料销售规模增速较快。 2、据公司官网及此前公告，公司下属子公司温州伟达主要开展贵金属循环业务，从废旧金属材料中回收白银、黄金等金属并制作成银锭、黄金等产品；据2026年5月7日业绩说明会，公司已建成年回收800吨银锭的专用厂房及高标准环保设施。 3、据2026年4月30日公告，公司2026年第一季度实现营收19.42亿元，同比增长92.67%；归母净利润1.81亿元，同比实现扭亏为盈。	公司低压电接触材料销售额国内第一，高分断能力焊接触头组件已配套施耐德、西门子、ABB等全球头部客户，北美数据中心低压配套业务在关税压力下逆势增长	2026-05-07\|56.49\|10.01\|56.49\|56.49\|56.49\|15763;2026-05-08\|62.14\|10.00\|62.14\|62.14\|62.14\|16675;2026-05-11\|68.35\|9.99\|68.35\|68.35\|68.35\|5439;2026-05-12\|73.61\|7.70\|75.19\|75.19\|69.80\|330308;2026-05-13\|77.11\|4.75\|72.17\|78.45\|72.17\|264109;2026-05-14\|69.40\|-10.00\|74.15\|75.14\|69.40\|224900;2026-05-15\|69.93\|0.76\|69.00\|72.65\|67.79\|161757;2026-05-18\|70.95\|1.46\|67.10\|71.60\|64.00\|141634;2026-05-19\|70.04\|-1.28\|69.52\|72.65\|68.34\|121197;2026-05-20\|66.86\|-4.54\|68.50\|69.87\|64.00\|140729;2026-05-21\|63.83\|-4.53\|66.86\|67.85\|62.69\|107754;2026-05-22\|65.29\|2.29\|64.00\|65.62\|63.37\|80392;2026-05-25\|67.14\|2.83\|65.81\|67.40\|62.20\|110905;2026-05-26\|67.70\|0.83\|65.87\|71.08\|65.20\|165571;2026-05-27\|72.30\|6.79\|66.86\|72.30\|66.23\|180040;2026-05-28\|68.77\|-4.88\|71.04\|74.50\|68.21\|172723;2026-05-29\|62.20\|-9.55\|68.00\|68.60\|61.89\|214385;2026-06-01\|68.42\|10.00\|62.42\|68.42\|62.42\|158193;2026-06-02\|75.26\|10.00\|68.42\|75.26\|68.00\|156052;2026-06-03\|72.39\|-3.81\|75.95\|80.74\|71.75\|231437;2026-06-04\|77.51\|7.07\|73.83\|78.18\|72.56\|180521;2026-06-05\|83.41\|7.61\|75.66\|85.26\|73.20\|228468;2026-06-08\|90.00\|7.90\|78.86\|91.26\|78.86\|211963;2026-06-09\|89.20\|-0.89\|88.38\|90.71\|81.00\|214861;2026-06-10\|80.28\|-10.00\|85.30\|89.00\|80.28\|146372;2026-06-11\|76.01\|-5.14\|77.50\|79.45\|73.50\|160955;2026-06-12\|72.86\|-4.14\|77.30\|79.91\|72.00\|148823;2026-06-15\|80.15\|10.01\|74.99\|80.15\|74.30\|67515;2026-06-16\|88.17\|10.01\|84.00\|88.17\|81.20\|167420;2026-06-17\|84.49\|-4.17\|83.00\|85.40\|82.10\|162511;2026-06-18\|86.00\|1.79\|84.49\|88.10\|83.20\|126326;2026-06-22\|83.64\|-2.74\|85.80\|89.44\|81.33\|143799;2026-06-23\|84.65\|1.21\|82.50\|89.00\|78.20\|153690;2026-06-24\|93.12\|10.01\|83.21\|93.12\|82.88\|164623;2026-06-25\|85.95\|-7.70\|95.01\|95.05\|85.04\|199432;2026-06-26\|80.47\|-6.38\|84.66\|85.80\|79.12\|122597;2026-06-29\|73.76\|-8.34\|80.02\|80.99\|72.42\|144905;2026-06-30\|71.39\|-3.21\|73.84\|74.50\|70.56\|108722;2026-07-01\|73.50\|2.96\|71.40\|74.91\|70.88\|118580;2026-07-02\|70.67\|-3.85\|73.00\|76.28\|70.42\|96981;2026-07-03\|75.90\|7.40\|70.42\|77.74\|68.11\|162673;2026-07-06\|70.57\|-7.02\|75.48\|77.57\|69.96\|120346;2026-07-07\|70.60\|0.04\|70.07\|72.00\|68.07\|73167;2026-07-08\|69.63\|-1.37\|70.07\|71.30\|67.60\|59337;2026-07-09\|69.82\|0.27\|68.95\|70.81\|67.00\|74439;2026-07-10\|71.25\|2.05\|69.79\|75.50\|69.35\|80222;2026-07-13\|67.40\|-5.40\|69.11\|71.58\|66.00\|69386;2026-07-14\|66.80\|-0.89\|67.34\|68.70\|63.88\|72489;2026-07-15\|67.80\|1.50\|67.68\|71.98\|64.59\|102067;2026-07-16\|62.50\|-7.82\|65.52\|67.68\|61.88\|79160;2026-07-17\|56.25\|-10.00\|62.73\|63.50\|56.25\|73519;2026-07-20\|50.63\|-9.99\|56.25\|56.90\|50.63\|81039;2026-07-21\|53.98\|6.62\|50.00\|53.99\|45.57\|137702;2026-07-22\|51.92\|-3.82\|52.00\|54.83\|51.13\|85840;2026-07-23\|53.20\|2.47\|52.27\|53.56\|51.20\|72779;2026-07-24\|51.05\|-4.04\|52.50\|53.35\|50.49\|60188;2026-07-27\|52.40\|2.64\|50.89\|52.52\|50.11\|74087;2026-07-28\|48.79\|-6.89\|51.06\|53.20\|48.36\|68157;2026-07-29\|48.61\|-0.37\|49.45\|49.79\|46.31\|73536;2026-07-30\|45.57\|-6.25\|48.63\|49.58\|44.77\|66604;2026-07-31\|46.83\|2.77\|48.00\|50.13\|46.80\|84739;2026-08-03\|46.52\|-0.66\|46.83\|47.66\|45.43\|70261;2026-08-04\|48.69\|4.66\|47.29\|48.93\|46.52\|51283;2026-08-05\|53.56\|10.00\|48.71\|53.56\|48.31\|64221;2026-08-06\|54.20\|1.19\|54.26\|55.33\|53.05\|120106;2026-08-07\|56.31\|3.89\|54.27\|56.55\|53.40\|104468;2026-08-10\|55.19\|-1.99\|56.50\|57.00\|53.70\|76941;2026-08-11\|54.59\|-1.09\|54.50\|56.30\|54.36\|61893;2026-08-12\|55.11\|0.95\|54.44\|55.53\|53.97\|51680;2026-08-13\|53.99\|-2.03\|55.05\|57.26\|53.85\|64049;2026-08-14\|53.59\|-0.74\|53.88\|54.42\|52.10\|71552;2026-08-17\|56.92\|6.21\|54.24\|56.92\|54.10\|81581;2026-08-18\|57.60\|1.19\|56.90\|58.65\|56.10\|85370;2026-08-19\|52.30\|-9.20\|55.98\|56.83\|51.99\|91471;2026-08-20\|52.04\|-0.50\|53.60\|53.63\|51.36\|58665;2026-08-21\|57.24\|9.99\|51.91\|57.24\|51.36\|85436;2026-08-24\|56.33\|-1.59\|58.50\|59.45\|55.75\|167835;2026-08-25\|54.52\|-3.21\|55.58\|56.05\|53.19\|106852;2026-08-26\|54.04\|-0.88\|54.82\|55.46\|53.20\|72629;2026-08-27\|56.53\|4.61\|53.50\|56.93\|53.21\|102125;2026-08-28\|62.18\|9.99\|56.53\|62.18\|56.51\|62036;2026-08-31\|58.82\|-5.40\|60.00\|61.41\|57.38\|177524;2026-09-01\|56.35\|-4.20\|58.82\|59.36\|56.25\|108929;2026-09-02\|53.58\|-4.92\|55.18\|55.30\|53.01\|98217;2026-09-03\|54.95\|2.56\|54.30\|55.04\|53.53\|103958;2026-09-04\|49.98\|-9.04\|55.33\|55.55\|49.46\|160848;2026-09-07\|50.32\|0.68\|49.00\|50.88\|48.80\|84915;2026-09-08\|49.53\|-1.57\|50.99\|51.37\|49.07\|65947;2026-09-09\|50.08\|1.11\|49.72\|51.92\|49.31\|72512;2026-09-10\|50.04\|-0.08\|49.39\|50.80\|49.30\|46434
121918	“十五五”时期算力网建设将新增直接投资4万亿元	自动化设备收购+AI算力+高分子助剂+电磁线漆 1、据经济参考网2026年6月29日报道，键邦股份拟通过全资子公司以现金方式收购及增资取得鑫浩自动化、浩瀚宇腾各55%股权，切入自动化设备领域，实现从传统化工向高端设备产业延伸；据公司2026年6月19日公告，此举有助于加速电子行业客户认证导入，优化业务结构。 2、据2026年6月1日机构调研，公司赛克产品作为高端电磁线漆关键耐热改性单体，终端应用覆盖AI算力配套等新兴产业，科技发展对高性能电磁线提出更高要求，为行业带来新增长动力；据2025年年报，赛克改性体系可强化漆膜介电性能，保障算力设施高可靠运行。 3、据2025年年报，公司主营赛克、钛酸酯等高分子材料环保助剂，与艾伦塔斯集团等全球知名绝缘漆制造商建立长期战略合作；公司2026年一季报显示营收1.62亿元，同比增长4.35%。	公司赛克产品作为高端电磁线漆关键耐热改性单体，全球市场占有率超75%，终端应用覆盖AI算力配套等新兴产业，目前赛克下游绝缘漆占比已升至 60% 以上，深度配套变压器、新能源汽车电机、AI算力中心等高增量赛道	2026-05-07\|47.85\|7.53\|44.57\|48.88\|44.36\|48951;2026-05-08\|46.18\|-3.49\|48.33\|49.64\|45.61\|60934;2026-05-11\|48.82\|5.72\|46.13\|49.50\|45.81\|51236;2026-05-12\|47.58\|-2.54\|49.10\|51.99\|47.39\|48937;2026-05-13\|52.34\|10.00\|47.77\|52.34\|47.08\|57550;2026-05-14\|49.80\|-4.85\|52.35\|52.86\|49.80\|46446;2026-05-15\|50.00\|0.40\|49.89\|53.89\|49.47\|51771;2026-05-18\|48.62\|-2.76\|50.00\|51.50\|47.57\|54749;2026-05-19\|49.76\|2.34\|48.47\|50.32\|47.75\|38256;2026-05-20\|51.95\|4.40\|49.27\|53.69\|48.41\|41179;2026-05-21\|51.95\|0.00\|51.30\|54.38\|51.30\|41036;2026-05-22\|53.38\|2.75\|52.87\|55.28\|51.33\|52859;2026-05-25\|52.00\|-2.59\|53.45\|55.47\|49.72\|69163;2026-05-26\|49.95\|-3.94\|51.99\|52.47\|48.85\|52740;2026-05-27\|49.23\|-1.44\|49.98\|50.41\|48.21\|41481;2026-05-28\|51.60\|4.81\|49.22\|51.80\|47.52\|36555;2026-05-29\|47.86\|-7.25\|52.20\|52.40\|47.20\|35538;2026-06-01\|46.33\|-3.20\|47.83\|47.83\|45.77\|39409;2026-06-02\|45.34\|-2.14\|44.72\|46.83\|44.58\|35569;2026-06-03\|45.03\|-0.68\|44.93\|46.26\|44.47\|24344;2026-06-04\|43.48\|-3.44\|43.97\|45.00\|42.86\|40320;2026-06-05\|42.80\|-1.56\|43.18\|43.92\|41.66\|32558;2026-06-08\|38.52\|-10.00\|38.96\|41.59\|38.52\|46652;2026-06-09\|41.87\|8.70\|38.83\|42.37\|38.00\|66799;2026-06-10\|43.58\|4.08\|43.47\|43.90\|40.58\|67530;2026-06-11\|45.75\|4.98\|44.00\|45.84\|42.50\|71548;2026-06-12\|45.10\|-1.42\|44.91\|48.28\|44.77\|51004;2026-06-15\|47.27\|4.81\|45.10\|47.30\|44.99\|41709;2026-06-16\|45.98\|-2.73\|47.19\|47.94\|45.38\|45469;2026-06-17\|50.58\|10.00\|46.99\|50.58\|46.99\|38250;2026-06-18\|54.43\|7.61\|52.00\|55.08\|52.00\|115710;2026-06-22\|51.90\|-4.65\|56.47\|56.47\|48.99\|146054;2026-06-23\|50.00\|-3.66\|52.00\|52.33\|48.24\|81427;2026-06-24\|53.18\|6.36\|49.50\|53.69\|48.03\|71904;2026-06-25\|53.80\|1.17\|52.85\|54.60\|51.20\|62671;2026-06-26\|49.31\|-8.35\|53.86\|55.00\|48.88\|51497;2026-06-29\|44.38\|-10.00\|50.40\|50.45\|44.38\|49714;2026-06-30\|44.81\|0.97\|42.84\|46.50\|41.86\|67945;2026-07-01\|44.19\|-1.38\|45.00\|49.29\|43.65\|102139;2026-07-02\|45.53\|3.03\|44.20\|48.61\|42.19\|123664;2026-07-03\|46.52\|2.17\|46.21\|48.20\|44.53\|91718;2026-07-06\|48.80\|4.90\|46.60\|49.23\|45.70\|69799;2026-07-07\|44.02\|-9.80\|48.29\|48.98\|43.92\|54186;2026-07-08\|48.42\|10.00\|46.00\|48.42\|43.74\|89304;2026-07-09\|44.78\|-7.52\|48.89\|49.00\|43.58\|90142;2026-07-10\|41.65\|-6.99\|43.58\|44.50\|40.45\|77294;2026-07-13\|40.26\|-3.34\|39.96\|41.40\|39.04\|48296;2026-07-14\|40.26\|0.00\|40.23\|42.50\|38.70\|47863;2026-07-15\|37.93\|-5.17\|40.33\|40.33\|37.60\|34798;2026-07-16\|34.90\|-7.99\|36.84\|38.13\|34.81\|50305;2026-07-17\|32.29\|-7.48\|34.90\|35.75\|31.91\|49550;2026-07-20\|29.06\|-10.00\|33.09\|33.16\|29.06\|61629;2026-07-21\|30.43\|4.71\|29.03\|31.00\|26.15\|82047;2026-07-22\|30.75\|1.05\|30.01\|32.15\|29.90\|51987;2026-07-23\|32.40\|5.37\|30.93\|32.44\|30.20\|44461;2026-07-24\|32.73\|1.02\|32.32\|32.99\|31.21\|42393;2026-07-27\|33.26\|1.62\|32.99\|33.59\|31.53\|51773;2026-07-28\|31.40\|-5.59\|32.82\|33.49\|31.07\|32702;2026-07-29\|30.29\|-3.54\|31.11\|31.39\|29.63\|32808;2026-07-30\|27.40\|-9.54\|30.28\|30.36\|27.26\|56772;2026-07-31\|28.52\|4.09\|28.00\|30.14\|28.00\|63032;2026-08-03\|30.65\|7.47\|29.41\|31.16\|29.20\|62582;2026-08-04\|31.55\|2.94\|30.75\|31.81\|30.00\|41856;2026-08-05\|32.60\|3.33\|32.18\|33.50\|31.60\|55985;2026-08-06\|35.86\|10.00\|32.52\|35.86\|31.91\|44634;2026-08-07\|35.69\|-0.47\|36.79\|37.00\|33.85\|76398;2026-08-10\|34.28\|-3.95\|35.79\|35.79\|33.75\|57284;2026-08-11\|33.38\|-2.63\|33.75\|34.66\|33.35\|34439;2026-08-12\|32.96\|-1.26\|33.14\|34.34\|32.88\|48949;2026-08-13\|33.35\|1.18\|33.58\|35.32\|33.09\|69927;2026-08-14\|33.70\|1.05\|33.20\|35.40\|32.91\|60907;2026-08-17\|37.07\|10.00\|33.70\|37.07\|33.28\|80062;2026-08-18\|37.89\|2.21\|37.50\|39.15\|37.43\|105390;2026-08-19\|34.10\|-10.00\|37.89\|38.27\|34.10\|82414;2026-08-20\|37.51\|10.00\|34.50\|37.51\|34.30\|47433;2026-08-21\|35.65\|-4.96\|38.41\|38.41\|34.70\|112838;2026-08-24\|34.30\|-3.79\|35.47\|35.95\|33.53\|60089;2026-08-25\|34.60\|0.87\|33.85\|35.30\|33.00\|52527;2026-08-26\|34.34\|-0.75\|34.02\|34.59\|33.10\|49486;2026-08-27\|34.29\|-0.15\|34.19\|34.55\|33.38\|61635;2026-08-28\|33.30\|-2.89\|34.02\|34.18\|32.80\|69255;2026-08-31\|33.93\|1.89\|32.77\|34.05\|32.01\|50095;2026-09-01\|33.10\|-2.45\|34.44\|34.45\|33.04\|46711;2026-09-02\|31.79\|-3.96\|32.81\|32.81\|31.44\|45758;2026-09-03\|33.14\|4.25\|31.79\|34.10\|31.79\|65459;2026-09-04\|31.43\|-5.16\|33.14\|33.59\|31.16\|44476;2026-09-07\|31.66\|0.73\|31.56\|32.06\|30.90\|28322;2026-09-08\|31.37\|-0.92\|32.25\|32.25\|31.14\|30541;2026-09-09\|33.54\|6.92\|31.20\|34.51\|31.20\|119120;2026-09-10\|33.62\|0.24\|34.03\|34.29\|32.40\|83430
121917	“十五五”时期算力网建设将新增直接投资4万亿元	AI智算+装配式建筑+集成吊顶 1、据2026年6月5日投资者关系记录，公司新业务服务于AI智算行业，专注于满足客户算力调度、存算协同等需求，其控股子公司天枢星通负责的全域超链接算力调度平台项目已取得主管部门备案批复及电信业务许可，但目前尚未产生营业收入和利润。 2、据2026年6月11日异常波动公告，公司主营业务为集成吊顶、集成墙面等产品的研发、生产和销售，产品主要应用于建筑室内装修、装饰，主营业务未发生重大变化。 3、据2026年4月28日年报，公司为集成吊顶和装配式内装行业领先企业，参与制定15项行业标准，并聚焦存量房焕新、老旧小区改造等场景，加快模块化、快装化产品的研发，推动公司向装配式建装解决方案服务商转型。	设立全资子公司北宸星穹，服务于AI智算行业，满足客户算力调度、存算协同及推理响应需求	2026-05-07\|96.33\|-2.90\|99.70\|100.87\|94.50\|31814;2026-05-08\|98.73\|2.49\|96.09\|99.70\|95.50\|23311;2026-05-11\|95.16\|-3.62\|98.73\|99.95\|95.04\|26882;2026-05-12\|92.77\|-2.51\|95.33\|95.36\|92.51\|20991;2026-05-13\|92.25\|-0.56\|93.29\|93.40\|91.28\|14599;2026-05-14\|89.79\|-2.67\|92.13\|92.15\|88.90\|24135;2026-05-15\|89.00\|-0.88\|89.76\|91.80\|88.21\|17780;2026-05-18\|97.90\|10.00\|89.00\|97.90\|88.38\|37359;2026-05-19\|104.38\|6.62\|99.80\|107.69\|97.90\|61858;2026-05-20\|102.94\|-1.38\|106.47\|107.38\|101.25\|33483;2026-05-21\|98.65\|-4.17\|102.80\|105.50\|97.90\|24481;2026-05-22\|99.00\|0.35\|99.15\|99.94\|94.81\|25707;2026-05-25\|97.10\|-1.92\|100.50\|101.80\|95.00\|19458;2026-05-26\|95.90\|-1.24\|96.96\|97.08\|93.50\|14208;2026-05-27\|97.74\|1.92\|95.38\|105.49\|95.38\|46749;2026-05-28\|93.58\|-4.26\|98.10\|98.94\|90.81\|33971;2026-05-29\|92.12\|-1.56\|94.53\|96.55\|92.00\|18875;2026-06-01\|92.95\|0.90\|92.12\|95.48\|89.61\|15329;2026-06-02\|92.93\|-0.02\|93.10\|93.22\|90.66\|10744;2026-06-03\|91.97\|-1.03\|92.74\|94.42\|90.62\|12921;2026-06-04\|91.48\|-0.53\|92.21\|93.80\|90.01\|13052;2026-06-05\|98.28\|7.43\|93.04\|99.88\|91.30\|38244;2026-06-08\|96.33\|-1.98\|95.48\|102.00\|93.50\|34725;2026-06-09\|105.96\|10.00\|97.29\|105.96\|92.86\|48189;2026-06-10\|116.56\|10.00\|109.95\|116.56\|109.10\|41823;2026-06-11\|126.99\|8.95\|118.00\|128.22\|118.00\|99367;2026-06-12\|130.01\|2.38\|130.05\|136.60\|124.47\|82739;2026-06-15\|134.20\|3.22\|129.04\|135.99\|122.50\|60877;2026-06-16\|132.26\|-1.45\|133.50\|143.90\|128.96\|63952;2026-06-17\|131.10\|-0.88\|135.30\|140.60\|130.56\|37958;2026-06-18\|132.09\|0.76\|137.65\|137.65\|124.66\|50886;2026-06-22\|128.00\|-3.10\|132.27\|132.67\|126.13\|39063;2026-06-23\|123.00\|-3.91\|128.88\|131.00\|121.39\|36404;2026-06-24\|122.00\|-0.81\|120.81\|125.00\|120.01\|25977;2026-06-25\|134.20\|10.00\|122.08\|134.20\|122.08\|33871;2026-06-26\|128.68\|-4.11\|139.29\|140.95\|128.35\|36656;2026-06-29\|125.40\|-2.55\|128.53\|131.55\|120.12\|41241;2026-06-30\|112.86\|-10.00\|125.50\|126.98\|112.86\|67424;2026-07-01\|109.88\|-2.64\|114.77\|115.00\|109.11\|25069;2026-07-02\|107.30\|-2.35\|107.70\|114.33\|107.08\|28194;2026-07-03\|104.00\|-3.08\|109.91\|109.91\|103.62\|23657;2026-07-06\|97.52\|-6.23\|104.04\|105.15\|96.67\|19721;2026-07-07\|94.73\|-2.86\|98.11\|98.96\|91.27\|21085;2026-07-08\|89.78\|-5.23\|94.41\|95.97\|89.01\|18416;2026-07-09\|91.71\|2.15\|90.10\|92.19\|85.50\|21244;2026-07-10\|90.78\|-1.01\|91.10\|93.30\|89.40\|17094;2026-07-13\|83.91\|-7.57\|90.64\|90.82\|83.04\|28415;2026-07-14\|87.15\|3.86\|84.70\|87.80\|81.87\|18304;2026-07-15\|87.25\|0.11\|88.89\|89.23\|85.93\|14800;2026-07-16\|84.77\|-2.84\|88.09\|89.67\|84.00\|25465;2026-07-17\|76.66\|-9.57\|85.73\|86.12\|76.40\|20706;2026-07-20\|72.00\|-6.08\|77.36\|79.83\|71.38\|28793;2026-07-21\|79.20\|10.00\|73.11\|79.20\|66.33\|30973;2026-07-22\|78.83\|-0.47\|80.00\|82.88\|77.75\|27740;2026-07-23\|79.22\|0.49\|79.61\|81.00\|77.36\|16773;2026-07-24\|78.22\|-1.26\|80.00\|80.01\|77.02\|14959;2026-07-27\|79.22\|1.28\|77.50\|79.55\|76.35\|15108;2026-07-28\|74.98\|-5.35\|78.60\|79.83\|74.34\|12787;2026-07-29\|72.74\|-2.99\|75.12\|75.12\|71.03\|14100;2026-07-30\|66.66\|-8.36\|72.44\|73.00\|66.66\|17627;2026-07-31\|73.33\|10.01\|68.89\|73.33\|68.89\|17691;2026-08-03\|68.15\|-7.06\|73.33\|73.57\|67.46\|22744;2026-08-04\|71.07\|4.28\|68.17\|71.98\|67.61\|18436;2026-08-05\|75.92\|6.82\|71.08\|76.36\|70.62\|22483;2026-08-06\|80.71\|6.31\|75.00\|82.06\|74.52\|29667;2026-08-07\|80.30\|-0.51\|80.29\|81.58\|77.81\|19401;2026-08-10\|78.08\|-2.76\|80.71\|80.91\|76.28\|15659;2026-08-11\|77.50\|-0.74\|77.75\|78.70\|75.00\|9919;2026-08-12\|78.63\|1.46\|77.73\|80.34\|77.00\|13078;2026-08-13\|76.81\|-2.31\|79.60\|81.00\|76.71\|11881;2026-08-14\|78.38\|2.04\|77.35\|78.39\|75.66\|11771;2026-08-17\|80.83\|3.13\|78.40\|80.88\|77.95\|13432;2026-08-18\|84.57\|4.63\|80.50\|85.43\|80.10\|26432;2026-08-19\|76.11\|-10.00\|82.72\|84.00\|76.11\|21183;2026-08-20\|75.05\|-1.39\|75.35\|76.86\|73.72\|13874;2026-08-21\|76.16\|1.48\|74.00\|76.67\|73.55\|8551;2026-08-24\|75.14\|-1.34\|76.40\|76.40\|73.27\|9835;2026-08-25\|73.90\|-1.65\|73.20\|74.84\|72.08\|9861;2026-08-26\|74.54\|0.87\|74.25\|75.79\|73.18\|8231;2026-08-27\|76.07\|2.05\|74.79\|77.42\|74.32\|9221;2026-08-28\|75.47\|-0.79\|76.07\|77.20\|74.84\|8258;2026-08-31\|79.30\|5.07\|74.94\|79.70\|73.88\|13440;2026-09-01\|77.89\|-1.78\|78.85\|78.88\|76.40\|9397;2026-09-02\|78.11\|0.28\|77.12\|78.90\|76.11\|9261;2026-09-03\|79.38\|1.63\|78.85\|80.85\|77.78\|11856;2026-09-04\|77.50\|-2.37\|80.40\|80.40\|77.03\|12189;2026-09-07\|77.46\|-0.05\|77.56\|79.00\|76.30\|9137;2026-09-08\|77.76\|0.39\|77.00\|79.98\|76.60\|8852;2026-09-09\|78.18\|0.54\|77.76\|80.00\|77.46\|7437;2026-09-10\|76.43\|-2.24\|78.20\|78.81\|76.23\|6250
121916	“十五五”时期算力网建设将新增直接投资4万亿元	豪宅项目获奖+家居商贸+广州地产 1、据证券时报网2026年6月17日报道，公司旗下广州高端住宅项目“香江1号”斩获2026 WAD年度豪宅TOP10榜首；据2026年5月22日互动易，该项目目前已正常接受预约看房及预售。 2、据2026年4月11日年报，公司以“家居商贸+城市发展”为双核心业务，是国内领先的商业及家居连锁卖场运营商，连锁卖场布局全国核心区域，与逾6000家品牌建立战略合作。 3、据2026年4月11日年报，公司聚焦粤港澳大湾区高端精品住宅，广州番禺锦江项目、增城项目等住宅项目持续开发，截至2025年末持有土地储备总建筑面积约431万平方米。	公司签5年互联网数据中心业务协议，预计总金额7.96亿元	2026-05-07\|1.89\|-1.56\|1.92\|1.97\|1.88\|583884;2026-05-08\|1.92\|1.59\|1.89\|1.93\|1.88\|487020;2026-05-11\|1.94\|1.04\|1.91\|1.95\|1.90\|442893;2026-05-12\|1.92\|-1.03\|1.93\|1.96\|1.90\|360561;2026-05-13\|1.92\|0.00\|1.91\|1.94\|1.88\|388888;2026-05-14\|1.84\|-4.17\|1.92\|1.94\|1.84\|329449;2026-05-15\|1.83\|-0.54\|1.84\|1.86\|1.80\|344009;2026-05-18\|1.82\|-0.55\|1.81\|1.82\|1.77\|320374;2026-05-19\|1.85\|1.65\|1.82\|1.86\|1.82\|315370;2026-05-20\|1.82\|-1.62\|1.84\|1.85\|1.79\|303208;2026-05-21\|1.74\|-4.40\|1.81\|1.82\|1.73\|496242;2026-05-22\|1.74\|0.00\|1.74\|1.75\|1.70\|462214;2026-05-25\|1.91\|9.77\|1.74\|1.91\|1.74\|919150;2026-05-26\|2.10\|9.95\|2.10\|2.10\|2.10\|293035;2026-05-27\|2.31\|10.00\|2.23\|2.31\|2.21\|1565204;2026-05-28\|2.54\|9.96\|2.47\|2.54\|2.25\|2810297;2026-05-29\|2.79\|9.84\|2.72\|2.79\|2.60\|1148511;2026-06-01\|2.92\|4.66\|2.75\|3.06\|2.51\|5033232;2026-06-02\|3.21\|9.93\|2.91\|3.21\|2.91\|1789152;2026-06-03\|3.35\|4.36\|3.18\|3.43\|2.95\|4786829;2026-06-04\|3.42\|2.09\|3.51\|3.69\|3.30\|4933698;2026-06-05\|3.44\|0.58\|3.38\|3.50\|3.24\|3941839;2026-06-08\|3.70\|7.56\|3.44\|3.70\|3.20\|4326917;2026-06-09\|3.66\|-1.08\|3.70\|3.87\|3.33\|4409221;2026-06-10\|3.29\|-10.11\|3.60\|3.80\|3.29\|3598613;2026-06-11\|3.15\|-4.26\|3.21\|3.45\|2.96\|4391938;2026-06-12\|3.47\|10.16\|2.99\|3.47\|2.91\|5188708;2026-06-15\|3.64\|4.90\|3.30\|3.65\|3.29\|3880100;2026-06-16\|3.49\|-4.12\|3.60\|3.76\|3.43\|2959813;2026-06-17\|3.25\|-6.88\|3.46\|3.48\|3.16\|2842202;2026-06-18\|3.58\|10.15\|3.30\|3.58\|3.10\|2721003;2026-06-22\|3.94\|10.06\|3.70\|3.94\|3.61\|2514509;2026-06-23\|3.88\|-1.52\|3.92\|4.15\|3.87\|3265669;2026-06-24\|3.73\|-3.87\|3.83\|3.95\|3.67\|2238125;2026-06-25\|3.50\|-6.17\|3.69\|4.10\|3.40\|3664770;2026-06-26\|3.16\|-9.71\|3.45\|3.50\|3.16\|2595533;2026-06-29\|2.94\|-6.96\|3.09\|3.20\|2.90\|2166583;2026-06-30\|2.80\|-4.76\|2.87\|2.91\|2.73\|1669565;2026-07-01\|2.70\|-3.57\|2.81\|2.84\|2.66\|1520362;2026-07-02\|2.56\|-5.19\|2.65\|2.76\|2.54\|1558313;2026-07-03\|2.50\|-2.34\|2.61\|2.72\|2.48\|1461916;2026-07-06\|2.43\|-2.80\|2.50\|2.58\|2.40\|1312130;2026-07-07\|2.30\|-5.35\|2.43\|2.43\|2.28\|1024862;2026-07-08\|2.29\|-0.43\|2.35\|2.37\|2.25\|999199;2026-07-09\|2.38\|3.93\|2.29\|2.41\|2.25\|1456643;2026-07-10\|2.41\|1.26\|2.37\|2.51\|2.33\|1332586;2026-07-13\|2.22\|-7.88\|2.39\|2.43\|2.20\|990240;2026-07-14\|2.30\|3.60\|2.22\|2.32\|2.13\|814052;2026-07-15\|2.53\|10.00\|2.30\|2.53\|2.30\|646785;2026-07-16\|2.78\|9.88\|2.71\|2.78\|2.46\|3451903;2026-07-17\|3.06\|10.07\|2.90\|3.06\|2.77\|3792930;2026-07-20\|2.75\|-10.13\|2.76\|3.05\|2.75\|3089486;2026-07-21\|2.61\|-5.09\|2.57\|2.76\|2.48\|2624376;2026-07-22\|2.55\|-2.30\|2.52\|2.76\|2.47\|2156596;2026-07-23\|2.65\|3.92\|2.48\|2.71\|2.44\|2167981;2026-07-24\|2.72\|2.64\|2.58\|2.90\|2.51\|2344987;2026-07-27\|2.80\|2.94\|2.69\|2.82\|2.60\|2045225;2026-07-28\|2.68\|-4.29\|2.74\|2.88\|2.65\|1666735;2026-07-29\|2.63\|-1.87\|2.67\|2.73\|2.55\|1373516;2026-07-30\|2.89\|9.89\|2.65\|2.89\|2.63\|1168945;2026-07-31\|3.18\|10.03\|2.87\|3.18\|2.80\|2751605;2026-08-03\|3.10\|-2.52\|3.20\|3.41\|3.07\|2429974;2026-08-04\|3.24\|4.52\|3.05\|3.28\|3.05\|2172998;2026-08-05\|3.38\|4.32\|3.20\|3.56\|3.07\|2684526;2026-08-06\|3.51\|3.85\|3.34\|3.67\|3.25\|2429807;2026-08-07\|3.72\|5.98\|3.41\|3.78\|3.35\|2338677;2026-08-10\|3.90\|4.84\|3.70\|3.99\|3.70\|1830883;2026-08-11\|4.29\|10.00\|3.86\|4.29\|3.86\|960897;2026-08-12\|4.72\|10.02\|4.70\|4.72\|4.41\|1702014;2026-08-13\|4.57\|-3.18\|5.00\|5.19\|4.56\|3939084;2026-08-14\|4.70\|2.84\|4.57\|4.70\|4.25\|3115654;2026-08-17\|4.40\|-6.38\|4.66\|4.80\|4.28\|2369683;2026-08-18\|4.30\|-2.27\|4.45\|4.62\|4.20\|1953136;2026-08-19\|4.05\|-5.81\|4.22\|4.35\|4.04\|1783502;2026-08-20\|4.19\|3.46\|4.20\|4.40\|3.99\|1844752;2026-08-21\|4.18\|-0.24\|4.29\|4.44\|4.06\|1777884;2026-08-24\|4.06\|-2.87\|4.14\|4.14\|3.96\|1271164;2026-08-25\|4.32\|6.40\|4.02\|4.47\|4.02\|1946600;2026-08-26\|4.43\|2.55\|4.32\|4.53\|4.27\|1807864;2026-08-27\|4.87\|9.93\|4.43\|4.87\|4.40\|1350844;2026-08-28\|5.36\|10.06\|5.10\|5.36\|5.07\|1534413;2026-08-31\|4.97\|-7.28\|5.90\|5.90\|4.95\|4419547;2026-09-01\|4.92\|-1.01\|4.90\|5.19\|4.85\|3258786;2026-09-02\|4.80\|-2.44\|4.96\|5.06\|4.70\|2261491;2026-09-03\|4.76\|-0.83\|4.71\|4.84\|4.65\|1677292;2026-09-04\|4.69\|-1.47\|4.75\|4.97\|4.65\|1635163;2026-09-07\|5.00\|6.61\|4.71\|5.03\|4.66\|1833259;2026-09-08\|5.50\|10.00\|5.10\|5.50\|5.01\|1828307;2026-09-09\|5.22\|-5.09\|5.55\|5.63\|5.18\|2429296;2026-09-10\|4.94\|-5.36\|5.22\|5.22\|4.92\|1217002
121915	“十五五”时期算力网建设将新增直接投资4万亿元	AI算力+定增算力项目+液冷行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年6月4日公告，公司拟以简易程序向特定对象发行股票，募集资金用于智能算力集群建设项目，项目建成后公司AI算力业务将由建设交付延伸至算力运营服务。 2、据2026年4月3日年报及2026年4月28日一季报，公司AI算力板块已成为核心收入来源，2025年该板块收入8.70亿元，占总营收46.16%；2025年12月陆续签订合计约6.04亿元算力设备销售合同；2026年一季度营收同比增长113.46%，增长主要系新增AI算力业务。 3、据2025年9月5日公告，公司旗下武桐高新的液冷超节点采用自主设计的泵驱两相液冷方案，实现100%全液冷，PUE预计降至1.06-1.15。	公司拟收购武桐高新39.23%的股权，标的主要从事AIDC算力服务器与集群综合解决方案服务业务	2026-05-07\|151.00\|2.01\|146.57\|151.98\|146.03\|52367;2026-05-08\|166.10\|10.00\|150.23\|166.10\|150.13\|30361;2026-05-11\|168.18\|1.25\|172.58\|175.00\|163.16\|72012;2026-05-12\|158.61\|-5.69\|169.85\|170.21\|157.00\|51784;2026-05-13\|161.87\|2.06\|157.82\|162.88\|154.00\|46692;2026-05-14\|156.00\|-3.63\|164.00\|165.00\|155.81\|44421;2026-05-15\|154.21\|-1.15\|153.08\|158.00\|149.13\|35896;2026-05-18\|153.40\|-0.53\|154.28\|160.90\|150.70\|35129;2026-05-19\|150.00\|-2.22\|152.64\|153.00\|147.28\|35631;2026-05-20\|149.01\|-0.66\|150.00\|154.49\|147.28\|35398;2026-05-21\|101.47\|-4.51\|108.28\|110.50\|101.47\|48548;2026-05-22\|105.97\|4.43\|101.90\|107.00\|101.64\|52725;2026-05-25\|110.40\|4.18\|107.99\|110.44\|104.03\|50811;2026-05-26\|108.32\|-1.88\|111.00\|111.59\|107.35\|47667;2026-05-27\|119.15\|10.00\|108.32\|119.15\|107.39\|65214;2026-05-28\|120.25\|0.92\|119.15\|122.50\|114.44\|81791;2026-05-29\|118.68\|-1.31\|119.75\|123.90\|117.18\|57488;2026-06-01\|106.81\|-10.00\|118.89\|118.89\|106.81\|67289;2026-06-02\|107.07\|0.24\|108.83\|108.83\|103.00\|43079;2026-06-03\|110.35\|3.06\|105.95\|111.85\|104.20\|38992;2026-06-04\|113.66\|3.00\|108.64\|113.66\|108.30\|36876;2026-06-05\|109.25\|-3.88\|113.00\|114.88\|108.00\|43774;2026-06-08\|104.50\|-4.35\|100.00\|108.36\|100.00\|42214;2026-06-09\|105.76\|1.21\|107.00\|107.50\|104.10\|25011;2026-06-10\|106.27\|0.48\|104.50\|112.56\|104.00\|31989;2026-06-11\|105.87\|-0.38\|106.00\|108.08\|103.58\|26929;2026-06-12\|107.78\|1.80\|107.46\|113.82\|107.00\|44263;2026-06-15\|118.56\|10.00\|108.99\|118.56\|108.00\|60099;2026-06-16\|130.42\|10.00\|119.75\|130.42\|119.75\|79592;2026-06-17\|133.20\|2.13\|133.03\|135.60\|128.00\|77549;2026-06-18\|138.51\|3.99\|133.50\|140.80\|133.50\|46232;2026-06-22\|140.25\|1.26\|135.50\|142.25\|135.50\|42218;2026-06-23\|135.09\|-3.68\|138.00\|141.00\|134.10\|44386;2026-06-24\|135.06\|-0.02\|134.90\|137.88\|131.00\|48306;2026-06-25\|138.64\|2.65\|135.10\|139.64\|133.63\|46172;2026-06-26\|137.77\|-0.63\|136.98\|141.90\|134.55\|51832;2026-06-29\|138.14\|0.27\|136.83\|143.84\|132.00\|55527;2026-06-30\|145.00\|4.97\|138.14\|146.15\|137.00\|51028;2026-07-01\|159.50\|10.00\|145.00\|159.50\|143.01\|34845;2026-07-02\|143.55\|-10.00\|160.00\|160.00\|143.55\|91413;2026-07-03\|135.66\|-5.50\|135.82\|140.83\|134.00\|54901;2026-07-06\|130.72\|-3.64\|136.00\|136.99\|129.00\|48342;2026-07-07\|123.25\|-5.71\|130.74\|132.99\|121.50\|46291;2026-07-08\|123.42\|0.14\|123.50\|128.00\|120.33\|42450;2026-07-09\|129.28\|4.75\|121.31\|129.88\|118.20\|50824;2026-07-10\|125.07\|-3.26\|131.20\|133.34\|125.00\|44370;2026-07-13\|114.08\|-8.79\|123.29\|126.19\|112.66\|53984;2026-07-14\|118.80\|4.14\|116.08\|119.78\|111.50\|42909;2026-07-15\|114.99\|-3.21\|118.92\|124.00\|114.00\|43784;2026-07-16\|106.90\|-7.04\|116.70\|116.74\|106.39\|40935;2026-07-17\|102.68\|-3.95\|106.41\|114.28\|102.16\|63598;2026-07-20\|100.50\|-2.12\|108.20\|110.66\|92.41\|80095;2026-07-21\|106.98\|6.45\|102.00\|107.24\|93.20\|74793;2026-07-22\|103.74\|-3.03\|106.28\|109.69\|102.50\|44666;2026-07-23\|103.54\|-0.19\|103.76\|110.80\|102.01\|54817;2026-07-24\|99.00\|-4.38\|102.00\|103.14\|98.38\|29995;2026-07-27\|100.30\|1.31\|99.00\|100.51\|95.54\|36144;2026-07-28\|90.27\|-10.00\|97.97\|100.18\|90.27\|40322;2026-07-29\|86.60\|-4.07\|89.42\|90.99\|81.24\|81144;2026-07-30\|77.95\|-9.99\|86.60\|87.00\|77.94\|67049;2026-07-31\|85.75\|10.01\|85.00\|85.75\|84.89\|18757;2026-08-03\|81.90\|-4.49\|86.00\|88.02\|80.81\|65277;2026-08-04\|87.90\|7.33\|83.00\|88.13\|81.89\|58118;2026-08-05\|91.80\|4.44\|87.00\|92.58\|86.20\|44152;2026-08-06\|94.99\|3.47\|91.00\|97.80\|89.11\|49504;2026-08-07\|104.49\|10.00\|94.96\|104.49\|94.23\|49311;2026-08-10\|103.10\|-1.33\|105.00\|107.68\|99.70\|53978;2026-08-11\|99.35\|-3.64\|103.11\|103.11\|99.06\|32994;2026-08-12\|109.29\|10.01\|101.00\|109.29\|99.50\|36973;2026-08-13\|106.85\|-2.23\|110.00\|114.98\|106.00\|55242;2026-08-14\|111.09\|3.97\|107.92\|111.33\|106.20\|40495;2026-08-17\|113.49\|2.16\|110.86\|113.61\|110.24\|35625;2026-08-18\|116.74\|2.86\|113.30\|116.74\|110.39\|37439;2026-08-19\|105.07\|-10.00\|114.53\|117.49\|105.07\|46052;2026-08-20\|107.21\|2.04\|107.46\|112.30\|104.05\|42821;2026-08-21\|107.94\|0.68\|106.80\|112.92\|104.51\|37185;2026-08-24\|106.80\|-1.06\|109.06\|109.79\|104.23\|39701;2026-08-25\|106.95\|0.14\|105.03\|108.00\|102.70\|30320;2026-08-26\|104.40\|-2.38\|107.47\|107.69\|103.50\|24863;2026-08-27\|107.50\|2.97\|104.76\|107.99\|103.02\|28506;2026-08-28\|105.26\|-2.08\|108.48\|110.40\|105.11\|25379;2026-08-31\|108.00\|2.60\|103.00\|108.49\|101.50\|25388;2026-09-01\|104.00\|-3.70\|107.99\|107.99\|103.30\|26500;2026-09-02\|104.80\|0.77\|102.77\|107.40\|101.68\|28027;2026-09-03\|106.55\|1.67\|106.90\|107.70\|103.50\|23511;2026-09-04\|102.75\|-3.57\|107.81\|111.88\|101.89\|37965;2026-09-07\|103.51\|0.74\|104.00\|106.35\|103.06\|26542;2026-09-08\|98.64\|-4.70\|102.47\|103.48\|97.79\|40263;2026-09-09\|100.13\|1.51\|99.20\|102.70\|98.79\|28528;2026-09-10\|98.52\|-1.61\|99.80\|100.10\|98.00\|19669
121914	“十五五”时期算力网建设将新增直接投资4万亿元	算电协同+东数西算+扭亏为盈+央企行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年3月4日投资者关系活动记录表，公司位于东数西算八大节点中卫市，E 1、E 3、C1数据中心已交付，IT功率约50MW，B 1、B 3、C3土建完成并储备客户，110电站同步建设。 2、据2026年1月31日公告，预计2025年净利润5100–7600万元，同比扭亏，主因关停亏损造纸业务并推进精益运营。 3、据2025年8月19日半年报，公司聚焦绿色低碳数据中心，提供机架出租、网络接入及运维服务，已合作电信、美团、北龙超算等客户。 4、据2025年半年报及2026年3月13日互动易，公司最终控制人为国务院国资委，属中央国有企业。	公司主营业务为数据中心机柜租赁及机房运行维护服务。客户包括电信、美团、并行科技等	2026-05-07\|22.13\|5.78\|21.40\|23.00\|21.10\|2220246;2026-05-08\|22.96\|3.75\|21.93\|23.45\|21.60\|1686330;2026-05-11\|21.84\|-4.88\|22.98\|22.98\|21.70\|1359189;2026-05-12\|21.34\|-2.29\|21.87\|22.06\|21.07\|875152;2026-05-13\|22.47\|5.30\|21.05\|22.80\|20.82\|1386245;2026-05-14\|21.34\|-5.03\|22.51\|22.77\|21.30\|1004399;2026-05-15\|21.04\|-1.41\|21.36\|22.44\|20.80\|977356;2026-05-18\|20.75\|-1.38\|20.94\|21.77\|20.53\|677365;2026-05-19\|21.12\|1.78\|20.55\|21.13\|20.00\|753624;2026-05-20\|20.11\|-4.78\|20.80\|21.08\|20.00\|684405;2026-05-21\|18.65\|-7.26\|19.99\|20.15\|18.50\|807717;2026-05-22\|19.19\|2.90\|18.80\|19.27\|18.27\|588746;2026-05-25\|19.29\|0.52\|19.64\|19.68\|18.81\|561910;2026-05-26\|17.64\|-8.55\|18.86\|18.96\|17.40\|731051;2026-05-27\|16.52\|-6.35\|17.41\|17.42\|16.41\|665806;2026-05-28\|16.85\|2.00\|16.85\|17.13\|16.44\|493065;2026-05-29\|16.07\|-4.63\|16.86\|17.05\|15.96\|539392;2026-06-01\|16.22\|0.93\|16.01\|16.55\|15.92\|373268;2026-06-02\|16.07\|-0.92\|16.35\|16.48\|15.52\|425869;2026-06-03\|16.12\|0.31\|15.94\|16.49\|15.72\|439451;2026-06-04\|15.88\|-1.49\|15.95\|16.26\|15.71\|339541;2026-06-05\|15.69\|-1.20\|15.85\|16.07\|15.41\|347846;2026-06-08\|15.07\|-3.95\|15.12\|15.59\|14.78\|362271;2026-06-09\|15.34\|1.79\|15.31\|15.43\|15.07\|283258;2026-06-10\|16.87\|9.97\|15.67\|16.87\|15.67\|606819;2026-06-11\|15.66\|-7.17\|15.77\|16.46\|15.54\|766637;2026-06-12\|15.29\|-2.36\|15.89\|15.98\|15.18\|532884;2026-06-15\|16.01\|4.71\|15.48\|16.04\|15.40\|530235;2026-06-16\|16.30\|1.81\|16.06\|16.51\|15.70\|551446;2026-06-17\|17.28\|6.01\|16.49\|17.48\|16.18\|954431;2026-06-18\|17.06\|-1.27\|16.89\|17.44\|16.68\|669501;2026-06-22\|17.75\|4.04\|17.00\|18.27\|16.99\|772901;2026-06-23\|16.55\|-6.76\|17.29\|17.55\|16.45\|625097;2026-06-24\|16.99\|2.66\|16.28\|17.28\|15.55\|639691;2026-06-25\|15.85\|-6.71\|16.67\|16.84\|15.80\|545617;2026-06-26\|14.60\|-7.89\|15.52\|15.80\|14.58\|510236;2026-06-29\|14.10\|-3.42\|14.51\|14.76\|14.02\|389753;2026-06-30\|14.55\|3.19\|14.07\|14.77\|13.84\|445191;2026-07-01\|14.69\|0.96\|14.48\|15.18\|14.18\|510806;2026-07-02\|14.24\|-3.06\|14.49\|14.85\|14.21\|368331;2026-07-03\|13.86\|-2.67\|14.22\|14.44\|13.85\|340225;2026-07-06\|13.50\|-2.60\|13.85\|13.95\|13.42\|279480;2026-07-07\|13.00\|-3.70\|13.51\|13.56\|12.93\|258297;2026-07-08\|13.52\|4.00\|13.01\|13.92\|12.96\|590438;2026-07-09\|13.77\|1.85\|13.36\|13.85\|13.05\|515093;2026-07-10\|14.07\|2.18\|13.72\|14.40\|13.55\|531362;2026-07-13\|13.30\|-5.47\|13.95\|14.37\|13.18\|363827;2026-07-14\|13.16\|-1.05\|13.31\|13.51\|12.50\|361145;2026-07-15\|13.04\|-0.91\|13.08\|13.48\|12.96\|235252;2026-07-16\|12.93\|-0.84\|12.91\|13.36\|12.73\|267595;2026-07-17\|12.12\|-6.26\|12.79\|13.01\|11.97\|319809;2026-07-20\|13.33\|9.98\|13.33\|13.33\|13.33\|157232;2026-07-21\|14.66\|9.98\|14.65\|14.66\|14.60\|303180;2026-07-22\|16.13\|10.03\|16.13\|16.13\|15.51\|901930;2026-07-23\|17.74\|9.98\|16.47\|17.74\|16.13\|1225156;2026-07-24\|16.19\|-8.74\|17.37\|17.37\|16.14\|1640878;2026-07-27\|16.60\|2.53\|16.21\|16.70\|15.60\|1473058;2026-07-28\|15.82\|-4.70\|15.65\|16.40\|15.34\|1029161;2026-07-29\|15.00\|-5.18\|15.72\|15.80\|14.25\|1043558;2026-07-30\|13.80\|-8.00\|14.73\|15.09\|13.70\|843037;2026-07-31\|15.18\|10.00\|14.36\|15.18\|14.27\|641832;2026-08-03\|16.70\|10.01\|15.90\|16.70\|15.78\|926708;2026-08-04\|18.37\|10.00\|18.00\|18.37\|17.69\|369180;2026-08-05\|18.85\|2.61\|19.00\|19.80\|18.52\|2188194;2026-08-06\|18.31\|-2.86\|18.24\|19.13\|17.86\|1680199;2026-08-07\|18.03\|-1.53\|18.04\|18.30\|17.40\|1005686;2026-08-10\|18.22\|1.05\|18.03\|18.89\|18.00\|1092623;2026-08-11\|18.88\|3.62\|18.51\|19.37\|17.85\|1588415;2026-08-12\|18.73\|-0.79\|19.50\|19.80\|18.40\|1395466;2026-08-13\|18.36\|-1.98\|19.22\|19.68\|18.30\|1618649;2026-08-14\|18.97\|3.32\|18.29\|19.60\|17.48\|1774872;2026-08-17\|18.86\|-0.58\|18.50\|19.00\|17.74\|1454303;2026-08-18\|17.87\|-5.25\|18.30\|18.77\|17.78\|988640;2026-08-19\|16.08\|-10.02\|16.64\|16.91\|16.08\|869294;2026-08-20\|16.11\|0.19\|16.12\|16.38\|15.62\|596429;2026-08-21\|16.48\|2.30\|16.06\|16.52\|15.62\|599332;2026-08-24\|16.05\|-2.61\|16.48\|16.77\|15.80\|537722;2026-08-25\|16.70\|4.05\|15.66\|17.29\|15.53\|808846;2026-08-26\|16.27\|-2.57\|16.70\|16.70\|16.01\|594776;2026-08-27\|16.63\|2.21\|16.47\|16.75\|16.12\|607453;2026-08-28\|16.32\|-1.86\|16.63\|16.95\|16.32\|660102;2026-08-31\|16.59\|1.65\|15.90\|16.59\|15.81\|519806;2026-09-01\|16.59\|0.00\|16.66\|17.17\|16.41\|614916;2026-09-02\|16.76\|1.02\|16.32\|16.98\|16.21\|621255;2026-09-03\|16.46\|-1.79\|16.81\|16.85\|16.33\|440175;2026-09-04\|16.18\|-1.70\|16.81\|16.90\|16.05\|633289;2026-09-07\|16.35\|1.05\|16.18\|16.45\|15.91\|405489;2026-09-08\|16.14\|-1.28\|16.33\|16.81\|16.08\|432456;2026-09-09\|16.28\|0.87\|16.31\|17.10\|16.01\|523186;2026-09-10\|15.62\|-4.05\|15.96\|15.96\|15.36\|461657
121913	“十五五”时期算力网建设将新增直接投资4万亿元	生猪养殖+养鸡+人形机器人行业原因： 6月1日，鸡蛋期货主力合约触及涨停，涨幅6%，报4391元/500千克。南华期货指出，周末期间，全国鸡蛋现货价格延续涨势，主产区均价已站上4.85元/斤。公司原因： 1、据2026年1月5日投资者关系活动记录表，公司于2025年12月30日董事会审议批准，拟通过增资扩股、受让老股等方式取得江苏汇博机器人技术股份有限公司控制权，标的公司具备人形机器人技术与产品积淀，已发布第一代轮足双臂机器人及四足机器人产品；据2026年4月30日投资者关系活动记录表，公司拟于该领域开展战略布局，积极培育新的业绩增长点。 2、公司的主营业务是生猪养殖与销售；饲料生产与销售；种鸡、肉鸡养殖与销售；房地产开发等。据2025年年度报告及2026年4月30日投资者关系活动记录表，2025年生猪出栏231.29万头，养殖业务营收37.66亿元；公司采用“楼宇聚落式+6750自繁自养一体化”智能养殖模式，2026年3月养殖完全成本约13.3元/kg，2026年完全成本目标为12元/kg左右。	1、公司全资设立深圳市子夏智算科技有限公司，并合资成立深圳市子夏北方智算算力网络有限公司，实质性推进算力实体落地，业务涵盖人工智能基础与应用软件开发、云计算设备销售等，积极拓展算力业务打造新增长曲线； 2、公司主营业务包括生猪养殖与销售、饲料生产与销售、种鸡与肉鸡养殖与销售等	2026-05-07\|14.94\|1.84\|14.63\|15.11\|14.57\|144783;2026-05-08\|15.04\|0.67\|14.95\|15.25\|14.81\|135478;2026-05-11\|15.16\|0.80\|15.04\|15.34\|14.93\|136809;2026-05-12\|14.87\|-1.91\|15.10\|15.11\|14.77\|89779;2026-05-13\|14.58\|-1.95\|14.80\|14.95\|14.56\|100793;2026-05-14\|14.62\|0.27\|14.71\|14.90\|14.56\|112242;2026-05-15\|14.34\|-1.92\|14.51\|14.56\|14.26\|87811;2026-05-18\|13.96\|-2.65\|14.30\|14.35\|13.90\|79018;2026-05-19\|14.51\|3.94\|14.00\|14.66\|13.85\|127676;2026-05-20\|14.25\|-1.79\|14.40\|14.56\|14.07\|70596;2026-05-21\|13.68\|-4.00\|14.24\|14.31\|13.59\|86034;2026-05-22\|13.61\|-0.51\|13.77\|13.87\|13.51\|64266;2026-05-25\|13.42\|-1.40\|13.67\|13.83\|13.33\|77879;2026-05-26\|13.28\|-1.04\|13.44\|13.45\|13.10\|63216;2026-05-27\|12.85\|-3.24\|13.27\|13.45\|12.71\|83326;2026-05-28\|12.66\|-1.48\|12.90\|12.98\|12.45\|71867;2026-05-29\|12.54\|-0.95\|12.66\|12.80\|12.43\|83879;2026-06-01\|13.79\|9.97\|12.80\|13.79\|12.70\|82743;2026-06-02\|13.96\|1.23\|13.85\|14.56\|13.58\|287574;2026-06-03\|14.39\|3.08\|13.89\|14.41\|13.50\|193061;2026-06-04\|14.57\|1.25\|14.29\|14.79\|14.20\|173493;2026-06-05\|14.10\|-3.23\|14.43\|14.66\|13.87\|174912;2026-06-08\|14.74\|4.54\|14.00\|15.15\|13.88\|216827;2026-06-09\|16.21\|9.97\|15.20\|16.21\|14.89\|292064;2026-06-10\|17.83\|9.99\|17.63\|17.83\|17.02\|296301;2026-06-11\|19.61\|9.98\|18.95\|19.61\|17.76\|291414;2026-06-12\|18.91\|-3.57\|19.39\|21.18\|18.90\|821956;2026-06-15\|17.37\|-8.14\|19.53\|20.45\|17.10\|489856;2026-06-16\|19.11\|10.02\|16.90\|19.11\|16.30\|286015;2026-06-17\|19.13\|0.10\|19.11\|19.78\|18.40\|416360;2026-06-18\|18.86\|-1.41\|19.05\|19.49\|17.84\|315713;2026-06-22\|20.75\|10.02\|19.11\|20.75\|19.08\|467371;2026-06-23\|20.66\|-0.43\|21.12\|21.78\|20.33\|444975;2026-06-24\|20.28\|-1.84\|20.76\|21.50\|20.08\|280884;2026-06-25\|22.31\|10.01\|20.59\|22.31\|20.30\|299833;2026-06-26\|21.73\|-2.60\|22.78\|22.94\|21.11\|315360;2026-06-29\|21.21\|-2.39\|21.81\|22.30\|20.51\|252256;2026-06-30\|22.09\|4.15\|19.09\|22.39\|19.09\|321375;2026-07-01\|22.50\|1.86\|22.09\|22.84\|21.53\|210899;2026-07-02\|22.36\|-0.62\|22.50\|23.33\|22.13\|191477;2026-07-03\|21.24\|-5.01\|22.36\|22.36\|21.23\|190822;2026-07-06\|21.65\|1.93\|21.38\|22.22\|20.33\|320906;2026-07-07\|21.52\|-0.60\|21.37\|23.00\|21.24\|219996;2026-07-08\|21.85\|1.53\|21.43\|22.13\|21.11\|184154;2026-07-09\|21.91\|0.27\|21.53\|22.56\|21.12\|197179;2026-07-10\|24.10\|10.00\|22.48\|24.10\|22.44\|223503;2026-07-13\|22.96\|-4.73\|24.90\|26.38\|22.56\|457592;2026-07-14\|22.10\|-3.75\|22.93\|23.39\|21.76\|292128;2026-07-15\|21.11\|-4.48\|22.01\|22.20\|20.96\|218295;2026-07-16\|20.69\|-1.99\|20.90\|21.32\|20.57\|171489;2026-07-17\|18.62\|-10.00\|20.32\|20.81\|18.62\|220592;2026-07-20\|18.38\|-1.29\|18.80\|20.20\|17.86\|245665;2026-07-21\|20.22\|10.01\|18.38\|20.22\|17.02\|307028;2026-07-22\|19.15\|-5.29\|20.33\|20.71\|18.78\|328397;2026-07-23\|18.88\|-1.41\|18.96\|19.85\|18.46\|170816;2026-07-24\|18.04\|-4.45\|19.06\|19.12\|18.04\|120691;2026-07-27\|18.65\|3.38\|17.83\|18.65\|17.58\|126186;2026-07-28\|18.13\|-2.79\|18.32\|19.09\|17.86\|100488;2026-07-29\|18.11\|-0.11\|18.07\|18.45\|17.31\|166082;2026-07-30\|17.10\|-5.58\|17.88\|18.40\|16.35\|184161;2026-07-31\|18.81\|10.00\|17.65\|18.81\|17.60\|176577;2026-08-03\|18.02\|-4.20\|19.10\|19.69\|18.00\|272714;2026-08-04\|19.82\|9.99\|18.20\|19.82\|18.04\|144632;2026-08-05\|21.17\|6.81\|20.05\|21.40\|19.80\|357443;2026-08-06\|21.60\|2.03\|21.25\|21.96\|21.00\|191569;2026-08-07\|21.40\|-0.93\|21.43\|21.70\|21.14\|136919;2026-08-10\|21.87\|2.20\|21.87\|21.98\|20.90\|143539;2026-08-11\|21.94\|0.32\|21.72\|22.71\|21.20\|147763;2026-08-12\|24.13\|9.98\|21.90\|24.13\|21.76\|252341;2026-08-13\|23.85\|-1.16\|24.13\|24.54\|23.70\|253237;2026-08-14\|23.70\|-0.63\|23.73\|24.10\|22.59\|214854;2026-08-17\|24.19\|2.07\|23.79\|24.56\|23.05\|185522;2026-08-18\|23.61\|-2.40\|24.05\|24.88\|23.58\|217318;2026-08-19\|22.45\|-4.91\|23.13\|23.57\|22.40\|171325;2026-08-20\|22.43\|-0.09\|22.63\|23.00\|22.12\|120720;2026-08-21\|22.33\|-0.45\|22.30\|22.74\|22.13\|107985;2026-08-24\|22.10\|-1.03\|21.71\|22.20\|21.51\|118782;2026-08-25\|21.50\|-2.71\|21.88\|22.19\|21.31\|106975;2026-08-26\|22.30\|3.72\|21.50\|22.36\|21.20\|116106;2026-08-27\|22.45\|0.67\|22.19\|22.62\|22.00\|130194;2026-08-28\|22.17\|-1.25\|22.40\|23.06\|22.10\|97437;2026-08-31\|22.94\|3.47\|22.16\|23.55\|21.87\|150336;2026-09-01\|23.25\|1.35\|22.93\|24.02\|22.70\|179226;2026-09-02\|22.93\|-1.38\|23.04\|23.38\|22.70\|116380;2026-09-03\|23.06\|0.57\|22.90\|23.25\|22.61\|99343;2026-09-04\|22.31\|-3.25\|23.12\|23.35\|22.21\|118570;2026-09-07\|22.14\|-0.76\|22.22\|22.46\|21.70\|133321;2026-09-08\|21.70\|-1.99\|22.14\|22.40\|21.65\|107776;2026-09-09\|21.09\|-2.81\|21.72\|21.91\|19.65\|256628;2026-09-10\|23.20\|10.00\|20.53\|23.20\|20.46\|285032
121912	“十五五”时期算力网建设将新增直接投资4万亿元	算力租赁+智慧城市+预计扭亏行业原因： 1、据中信证券研报，SemiAnalysis数据显示，截至2026年4月份，海外H100租赁价格5个月内上涨40%。国内市场方面，多家云服务商也纷纷上调AI算力报价。 2、东吴证券研报指出，行业商业模式正由“卖算力”升级为“卖Token”，稀缺高端算力议价权有望提升，算力租赁公司的盈利能力有望同步提升。公司原因： 1、据2026年3月30日公告，定增申请已获深交所审核通过，拟募资12.9亿元投向“智能算力集群建设及运营项目”，新增约3,000P算力，截至2025年末在手订单所需算力已超1万P。 2、据2025年4月24日年报，公司深耕智慧城市20余年，在医疗、政务、园区等场景积累大量华南及长三角客户，并以算力服务持续赋能智慧城市升级。 3、据2026年1月30日公告，公司预计2025年净利润1.15–1.60亿元，实现扭亏为盈，主因算力服务板块收入大幅增长。	公司定位为新型数字基础设施与智能算力综合服务商，战略重心全面转向智能算力，致力于成为国内领先算力运营商	2026-05-07\|356.99\|5.27\|342.01\|372.60\|342.01\|102246;2026-05-08\|345.00\|-3.36\|341.00\|366.88\|336.00\|104707;2026-05-11\|325.86\|-5.55\|340.69\|344.99\|307.01\|146722;2026-05-12\|308.96\|-5.19\|320.00\|324.88\|306.50\|113175;2026-05-13\|338.78\|9.65\|306.00\|350.88\|303.03\|154133;2026-05-14\|330.28\|-2.51\|346.93\|352.50\|330.28\|101607;2026-05-15\|318.37\|-3.61\|329.69\|340.69\|316.69\|77202;2026-05-18\|309.96\|-2.64\|319.38\|322.99\|307.01\|66811;2026-05-19\|303.26\|-2.16\|309.00\|311.30\|289.47\|84048;2026-05-20\|321.99\|6.18\|300.00\|333.50\|297.00\|104704;2026-05-21\|297.27\|-7.68\|318.68\|321.80\|295.88\|80362;2026-05-22\|312.60\|5.16\|312.77\|313.00\|301.18\|71436;2026-05-25\|287.06\|-8.17\|312.00\|313.46\|268.18\|166423;2026-05-26\|271.30\|-5.49\|284.34\|284.89\|267.61\|109077;2026-05-27\|257.00\|-5.27\|271.30\|274.77\|254.10\|83798;2026-05-28\|255.63\|-0.53\|260.77\|262.70\|248.00\|72076;2026-05-29\|175.80\|-3.64\|184.00\|189.50\|173.36\|104586;2026-06-01\|169.77\|-3.43\|174.00\|179.58\|168.32\|96286;2026-06-02\|173.43\|2.16\|175.09\|181.38\|167.38\|115994;2026-06-03\|173.40\|-0.02\|170.00\|177.74\|166.92\|142024;2026-06-04\|169.28\|-2.38\|171.00\|178.00\|168.61\|106739;2026-06-05\|164.40\|-2.88\|169.92\|177.30\|162.95\|123469;2026-06-08\|159.03\|-3.27\|159.00\|163.97\|155.47\|88696;2026-06-09\|166.00\|4.38\|164.20\|166.71\|156.50\|108176;2026-06-10\|175.00\|5.42\|165.01\|176.99\|161.80\|252332;2026-06-11\|166.00\|-5.14\|174.89\|176.77\|153.00\|238123;2026-06-12\|172.56\|3.95\|173.35\|186.56\|165.00\|226588;2026-06-15\|198.73\|15.17\|176.50\|202.50\|174.58\|244172;2026-06-16\|196.20\|-1.27\|197.00\|200.13\|189.03\|199898;2026-06-17\|215.61\|9.89\|196.01\|218.00\|192.00\|223681;2026-06-18\|222.97\|3.41\|216.37\|229.00\|215.01\|187685;2026-06-22\|258.01\|15.72\|221.55\|258.66\|220.13\|222209;2026-06-23\|248.00\|-3.88\|254.00\|265.50\|244.00\|170123;2026-06-24\|297.60\|20.00\|247.00\|297.60\|245.00\|190917;2026-06-25\|303.00\|1.81\|307.58\|314.56\|292.06\|167936;2026-06-26\|289.70\|-4.39\|306.00\|307.00\|280.80\|138336;2026-06-29\|294.00\|1.48\|291.90\|312.00\|289.00\|141412;2026-06-30\|331.60\|12.79\|290.90\|338.00\|286.80\|149369;2026-07-01\|327.50\|-1.24\|331.01\|339.38\|323.00\|99089;2026-07-02\|288.00\|-12.06\|301.00\|308.50\|285.82\|137251;2026-07-03\|292.92\|1.71\|291.12\|302.98\|276.02\|109614;2026-07-06\|279.44\|-4.60\|290.89\|299.89\|278.29\|90482;2026-07-07\|264.00\|-5.53\|279.00\|284.38\|261.00\|93250;2026-07-08\|257.00\|-2.65\|269.00\|273.66\|253.15\|95388;2026-07-09\|285.00\|10.89\|279.02\|295.43\|250.10\|169971;2026-07-10\|260.16\|-8.72\|285.30\|302.98\|258.00\|150966;2026-07-13\|234.99\|-9.67\|264.07\|273.00\|229.51\|148928;2026-07-14\|236.60\|0.69\|236.04\|240.00\|215.14\|143403;2026-07-15\|230.96\|-2.38\|240.85\|244.50\|226.00\|129793;2026-07-16\|213.30\|-7.65\|216.78\|229.99\|210.59\|103494;2026-07-17\|192.52\|-9.74\|212.10\|220.00\|191.65\|113933;2026-07-20\|198.44\|3.08\|204.96\|220.88\|188.51\|160104;2026-07-21\|205.25\|3.43\|199.98\|211.00\|165.00\|212634;2026-07-22\|209.01\|1.83\|199.72\|226.95\|198.97\|210440;2026-07-23\|191.00\|-8.62\|215.00\|224.50\|190.00\|200413;2026-07-24\|179.34\|-6.10\|186.53\|188.86\|176.22\|142345;2026-07-27\|182.05\|1.51\|176.68\|182.55\|169.02\|124683;2026-07-28\|160.02\|-12.10\|171.87\|179.16\|158.00\|124042;2026-07-29\|149.00\|-6.89\|159.95\|162.58\|140.81\|165010;2026-07-30\|130.13\|-12.66\|147.67\|149.00\|127.26\|163021;2026-07-31\|156.16\|20.00\|150.01\|156.16\|144.75\|67147;2026-08-03\|147.21\|-5.73\|161.70\|166.47\|145.95\|230588;2026-08-04\|176.65\|20.00\|157.16\|176.65\|157.08\|212051;2026-08-05\|198.90\|12.60\|181.75\|203.89\|181.75\|282972;2026-08-06\|199.60\|0.35\|197.84\|203.80\|193.99\|266944;2026-08-07\|204.15\|2.28\|199.02\|207.96\|195.69\|247052;2026-08-10\|198.20\|-2.91\|204.16\|206.95\|194.52\|194994;2026-08-11\|192.36\|-2.95\|200.00\|202.00\|186.78\|178951;2026-08-12\|194.85\|1.29\|202.50\|206.56\|192.00\|238929;2026-08-13\|204.32\|4.86\|209.67\|225.50\|201.00\|354424;2026-08-14\|221.86\|8.58\|205.00\|223.68\|197.00\|310741;2026-08-17\|227.48\|2.53\|215.00\|232.00\|209.01\|289006;2026-08-18\|213.51\|-6.14\|220.00\|223.23\|211.52\|187850;2026-08-19\|192.02\|-10.07\|196.00\|205.88\|191.01\|168652;2026-08-20\|190.00\|-1.05\|191.32\|195.40\|185.28\|167166;2026-08-21\|186.06\|-2.07\|185.07\|190.24\|180.42\|125255;2026-08-24\|172.86\|-7.09\|186.25\|187.00\|166.87\|176646;2026-08-25\|172.94\|0.05\|170.07\|175.45\|165.19\|111548;2026-08-26\|172.34\|-0.35\|173.00\|174.47\|167.65\|86544;2026-08-27\|181.38\|5.25\|175.00\|183.85\|170.50\|155479;2026-08-28\|176.25\|-2.83\|179.80\|182.90\|175.80\|121221;2026-08-31\|184.12\|4.47\|172.29\|185.49\|170.10\|140597;2026-09-01\|175.28\|-4.80\|184.70\|185.40\|174.80\|100717;2026-09-02\|177.03\|1.00\|172.00\|179.70\|170.00\|111107;2026-09-03\|177.10\|0.04\|177.14\|180.00\|172.22\|89864;2026-09-04\|168.90\|-4.63\|181.02\|182.99\|165.00\|110992;2026-09-07\|175.88\|4.13\|172.29\|177.75\|170.00\|104969;2026-09-08\|175.83\|-0.03\|175.90\|183.50\|174.60\|117982;2026-09-09\|172.65\|-1.81\|179.46\|180.02\|171.01\|90611;2026-09-10\|171.50\|-0.67\|172.04\|174.49\|168.88\|57018
121911	“十五五”时期算力网建设将新增直接投资4万亿元	算力租赁+智慧清洁机器人+一季报增长+承诺不减持行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月23日互动易，公司算力租赁业务经营正常，该业务所属的智云计算板块2025年度营收占总营收1.79%，对公司业绩影响较小。 2、据2026年6月2日互动易，公司智慧清洁机器人集群已形成全场景覆盖能力，产品已于27个省份、超60个城市实现规模化应用；据2026年5月13日机构调研，公司“蜂群”系统销量已突破百台，作业效率提升超50%。 3、据2026年4月28日公告及一季报，公司2026年一季度实现营收39.22亿元，同比增长23.23%；归母净利润2.14亿元，同比增长18.61%。 4、据2026年6月2日公告，公司控股股东宁波盈峰、实际控制人何剑锋及其一致行动人自愿承诺自2026年6月1日起12个月内不减持公司股份。	公司成立智算科技公司；一季度净利润同比增长18.61%	2026-05-07\|16.42\|9.98\|15.23\|16.42\|14.74\|2882775;2026-05-08\|16.30\|-0.73\|16.30\|17.09\|15.89\|3038849;2026-05-11\|14.83\|-9.02\|15.90\|16.24\|14.70\|3359702;2026-05-12\|13.85\|-6.61\|15.45\|15.50\|13.72\|3172639;2026-05-13\|15.07\|8.81\|13.45\|15.24\|12.91\|4006861;2026-05-14\|14.25\|-5.44\|14.91\|15.51\|14.17\|3047800;2026-05-15\|13.23\|-7.16\|14.25\|14.40\|13.19\|2155043;2026-05-18\|13.10\|-0.98\|13.21\|13.50\|12.88\|1760872;2026-05-19\|13.33\|1.76\|12.98\|13.43\|12.67\|1430497;2026-05-20\|13.08\|-1.88\|13.13\|13.63\|12.92\|1245051;2026-05-21\|12.05\|-7.87\|13.15\|13.20\|11.93\|1803055;2026-05-22\|12.98\|7.72\|12.27\|13.08\|12.00\|2163031;2026-05-25\|12.92\|-0.46\|13.30\|13.45\|12.55\|1776763;2026-05-26\|11.78\|-8.82\|12.51\|12.66\|11.63\|2021745;2026-05-27\|10.97\|-6.88\|11.64\|11.80\|10.85\|1994698;2026-05-28\|11.11\|1.28\|11.11\|11.55\|10.91\|1195442;2026-05-29\|10.69\|-3.78\|11.20\|11.49\|10.39\|1119893;2026-06-01\|10.40\|-2.71\|10.64\|10.84\|10.26\|940877;2026-06-02\|10.83\|4.13\|11.00\|11.25\|10.69\|1605582;2026-06-03\|11.09\|2.40\|10.77\|11.64\|10.44\|1734625;2026-06-04\|11.06\|-0.27\|10.99\|11.15\|10.82\|980273;2026-06-05\|10.60\|-4.16\|10.95\|10.95\|10.50\|1030367;2026-06-08\|10.17\|-4.06\|10.08\|10.66\|10.01\|919251;2026-06-09\|10.21\|0.39\|10.37\|10.47\|10.00\|720058;2026-06-10\|10.08\|-1.27\|10.04\|10.30\|9.63\|1052152;2026-06-11\|9.84\|-2.38\|10.05\|10.07\|9.71\|779342;2026-06-12\|9.85\|0.10\|9.90\|10.23\|9.70\|949047;2026-06-15\|10.34\|4.97\|9.95\|10.34\|9.90\|1038896;2026-06-16\|10.35\|0.10\|10.24\|10.50\|10.15\|819175;2026-06-17\|10.25\|-0.97\|10.26\|10.78\|10.03\|1291962;2026-06-18\|10.20\|-0.49\|10.34\|10.65\|10.15\|1352802;2026-06-22\|10.45\|2.45\|10.40\|10.59\|9.89\|1312487;2026-06-23\|10.02\|-4.11\|10.50\|10.50\|9.96\|1094966;2026-06-24\|11.02\|9.98\|9.94\|11.02\|9.91\|1623198;2026-06-25\|11.81\|7.17\|11.26\|12.12\|11.25\|3037170;2026-06-26\|10.63\|-9.99\|11.51\|11.56\|10.63\|1601848;2026-06-29\|9.57\|-9.97\|10.65\|10.89\|9.57\|2395521;2026-06-30\|10.53\|10.03\|9.65\|10.53\|9.53\|1308156;2026-07-01\|10.26\|-2.56\|10.60\|10.68\|9.99\|1700557;2026-07-02\|10.25\|-0.10\|10.05\|10.85\|10.00\|1264151;2026-07-03\|10.48\|2.24\|10.35\|10.77\|10.20\|984508;2026-07-06\|10.12\|-3.44\|10.54\|10.77\|9.95\|914018;2026-07-07\|9.65\|-4.64\|10.11\|10.33\|9.62\|769235;2026-07-08\|9.35\|-3.11\|9.67\|9.79\|9.32\|676721;2026-07-09\|9.20\|-1.60\|9.31\|9.53\|8.77\|957512;2026-07-10\|9.08\|-1.30\|9.18\|9.50\|9.05\|775926;2026-07-13\|8.23\|-8.04\|9.00\|9.06\|8.14\|904466;2026-07-14\|8.26\|0.36\|8.30\|8.48\|7.96\|656916;2026-07-15\|8.08\|-2.18\|8.30\|8.48\|7.97\|648416;2026-07-16\|8.04\|-0.49\|8.00\|8.44\|7.97\|741664;2026-07-17\|7.32\|-8.96\|8.04\|8.04\|7.25\|900300;2026-07-20\|7.04\|-3.83\|7.46\|7.65\|6.88\|1025106;2026-07-21\|7.27\|3.27\|7.13\|7.31\|6.51\|1098954;2026-07-22\|7.10\|-2.34\|7.19\|7.42\|7.05\|653287;2026-07-23\|7.24\|1.97\|7.10\|7.33\|7.08\|603494;2026-07-24\|6.84\|-5.52\|7.11\|7.13\|6.79\|764806;2026-07-27\|7.39\|8.04\|6.81\|7.39\|6.80\|864728;2026-07-28\|7.40\|0.14\|7.31\|7.51\|7.21\|812665;2026-07-29\|7.51\|1.49\|7.40\|7.54\|6.96\|1068243;2026-07-30\|7.14\|-4.93\|7.49\|7.63\|7.10\|957445;2026-07-31\|7.85\|9.94\|7.84\|7.85\|7.80\|439107;2026-08-03\|8.64\|10.06\|8.23\|8.64\|8.12\|854175;2026-08-04\|9.09\|5.21\|8.90\|9.43\|8.68\|3537678;2026-08-05\|9.47\|4.18\|8.75\|9.61\|8.75\|2784532;2026-08-06\|9.37\|-1.06\|9.21\|9.48\|9.08\|1963418;2026-08-07\|9.35\|-0.21\|9.33\|9.37\|8.86\|1709066;2026-08-10\|9.01\|-3.64\|9.50\|9.55\|8.92\|1241755;2026-08-11\|9.33\|3.55\|8.90\|9.50\|8.81\|1671394;2026-08-12\|9.33\|0.00\|9.61\|9.75\|9.12\|1424216;2026-08-13\|9.25\|-0.86\|9.49\|9.78\|9.25\|1269464;2026-08-14\|9.47\|2.38\|9.30\|9.50\|9.05\|1251984;2026-08-17\|9.21\|-2.75\|9.39\|9.45\|9.04\|1315591;2026-08-18\|9.07\|-1.52\|9.21\|9.25\|8.84\|988390;2026-08-19\|8.35\|-7.94\|8.80\|8.89\|8.30\|1107749;2026-08-20\|8.20\|-1.80\|8.44\|8.48\|8.13\|573887;2026-08-21\|8.33\|1.59\|8.12\|8.39\|8.00\|623830;2026-08-24\|8.21\|-1.44\|8.38\|8.53\|8.06\|501570;2026-08-25\|8.17\|-0.49\|8.08\|8.24\|7.95\|432191;2026-08-26\|8.41\|2.94\|8.18\|8.44\|8.12\|625177;2026-08-27\|8.63\|2.62\|8.48\|8.69\|8.41\|773368;2026-08-28\|8.33\|-3.48\|8.56\|8.65\|8.28\|882261;2026-08-31\|8.59\|3.12\|8.17\|8.60\|8.06\|670998;2026-09-01\|8.46\|-1.51\|8.60\|8.77\|8.42\|594410;2026-09-02\|8.41\|-0.59\|8.38\|8.43\|8.23\|434613;2026-09-03\|8.43\|0.24\|8.40\|8.49\|8.20\|501463;2026-09-04\|8.05\|-4.51\|8.44\|8.52\|7.96\|1015845;2026-09-07\|8.07\|0.25\|8.06\|8.23\|8.00\|613717;2026-09-08\|8.06\|-0.12\|8.06\|8.13\|7.98\|460567;2026-09-09\|8.04\|-0.25\|8.09\|8.10\|7.97\|414446;2026-09-10\|7.96\|-0.99\|8.03\|8.03\|7.86\|446292
121910	“十五五”时期算力网建设将新增直接投资4万亿元	算力租赁+精密金属结构件行业原因：东方证券指出，6月12日美国将Anthropic旗下Fable 5等模型列入出口管制，智谱发布GLM-5.2，国产模型的API调用量有望进一步提升，基于国产模型的算力与Token服务需求将维持较好的增速和景气度。公司原因： 1、据2026年4月28日年报，公司直接运营的AI算力云规模已达38,000P，提供全生命周期管理的综合性算力服务，居于业内领先地位。 2、据2026年4月28日年报，公司AI算力业务已完全实现以云交付方式为客户提供AI算力产品，客户可按需租赁服务器或虚拟算力资源。 3、据2026年4月28日年报，公司作为液晶电视金属结构件与元器件制造的专业厂商，拥有年加工钢材近12万吨、金属背板年产超3,000万张的制造能力，产能与产量继续保持业内第一。	公司直接运营的AI算力云规模已达38000P	2026-05-07\|158.28\|-0.36\|160.20\|166.55\|157.01\|400100;2026-05-08\|167.59\|5.88\|153.01\|173.58\|153.01\|374731;2026-05-11\|162.82\|-2.85\|167.55\|167.55\|152.25\|438806;2026-05-12\|157.01\|-3.57\|162.82\|169.33\|154.90\|335517;2026-05-13\|172.71\|10.00\|157.00\|172.71\|156.43\|401762;2026-05-14\|170.40\|-1.34\|175.00\|178.88\|168.00\|381036;2026-05-15\|170.00\|-0.23\|169.86\|181.50\|166.49\|388472;2026-05-18\|174.58\|2.69\|167.62\|174.66\|164.00\|317683;2026-05-19\|174.30\|-0.16\|170.00\|175.93\|166.50\|252935;2026-05-20\|181.43\|4.09\|172.99\|181.50\|172.21\|303204;2026-05-21\|179.61\|-1.00\|178.00\|180.11\|172.64\|274507;2026-05-22\|195.65\|8.93\|185.74\|195.65\|176.80\|329466;2026-05-25\|202.00\|3.25\|200.90\|208.00\|185.80\|354360;2026-05-26\|211.94\|4.92\|197.89\|216.88\|193.00\|318169;2026-05-27\|214.08\|1.01\|208.00\|215.05\|204.99\|241153;2026-05-28\|220.03\|2.78\|212.50\|221.00\|211.01\|283095;2026-05-29\|240.73\|9.41\|230.00\|240.88\|227.89\|289088;2026-06-01\|216.66\|-10.00\|216.66\|216.66\|216.66\|26866;2026-06-02\|195.41\|-9.81\|194.99\|210.00\|194.99\|408981;2026-06-03\|207.88\|6.38\|190.53\|209.77\|189.94\|376717;2026-06-04\|200.42\|-3.59\|204.13\|211.69\|200.00\|264090;2026-06-05\|180.38\|-10.00\|200.43\|202.58\|180.38\|337418;2026-06-08\|162.34\|-10.00\|162.34\|166.98\|162.34\|80674;2026-06-09\|160.71\|-1.00\|159.96\|169.98\|151.00\|346491;2026-06-10\|144.64\|-10.00\|159.12\|160.00\|144.64\|380899;2026-06-11\|139.30\|-3.69\|142.00\|147.28\|138.00\|266824;2026-06-12\|152.15\|9.22\|143.50\|153.23\|141.00\|334730;2026-06-15\|167.37\|10.00\|152.14\|167.37\|150.40\|325008;2026-06-16\|163.10\|-2.55\|169.66\|173.97\|158.55\|373469;2026-06-17\|165.03\|1.18\|163.00\|167.98\|159.19\|330264;2026-06-18\|176.58\|7.00\|168.31\|178.00\|168.31\|329355;2026-06-22\|194.24\|10.00\|175.00\|194.24\|172.58\|356773;2026-06-23\|201.93\|3.96\|195.01\|210.37\|185.00\|403788;2026-06-24\|219.00\|8.45\|196.00\|222.12\|192.29\|382902;2026-06-25\|207.88\|-5.08\|215.31\|225.85\|205.60\|364136;2026-06-26\|187.09\|-10.00\|205.00\|205.00\|187.09\|287871;2026-06-29\|176.86\|-5.47\|185.00\|190.57\|172.20\|300581;2026-06-30\|178.81\|1.10\|174.50\|188.01\|169.90\|286424;2026-07-01\|193.40\|8.16\|183.00\|193.40\|176.08\|306011;2026-07-02\|174.06\|-10.00\|184.00\|185.99\|174.06\|202588;2026-07-03\|166.61\|-4.28\|160.86\|175.28\|160.86\|211142;2026-07-06\|172.90\|3.78\|171.19\|174.78\|165.00\|197246;2026-07-07\|111.07\|-10.00\|123.68\|123.70\|111.07\|284145;2026-07-08\|115.37\|3.87\|112.00\|118.30\|107.00\|334180;2026-07-09\|123.35\|6.92\|118.10\|126.60\|116.01\|340397;2026-07-10\|116.60\|-5.47\|122.11\|127.62\|115.66\|358430;2026-07-13\|108.15\|-7.25\|110.01\|117.70\|106.41\|239165;2026-07-14\|113.00\|4.48\|109.33\|113.00\|102.59\|292203;2026-07-15\|112.09\|-0.81\|118.00\|119.85\|112.01\|343563;2026-07-16\|100.88\|-10.00\|106.73\|112.88\|100.88\|319938;2026-07-17\|90.79\|-10.00\|98.99\|100.50\|90.79\|363967;2026-07-20\|97.80\|7.72\|96.88\|99.87\|93.85\|435245;2026-07-21\|107.58\|10.00\|100.00\|107.58\|98.86\|369521;2026-07-22\|118.34\|10.00\|114.00\|118.34\|112.80\|128258;2026-07-23\|120.68\|1.98\|125.34\|130.17\|119.33\|648373;2026-07-24\|108.61\|-10.00\|114.00\|116.21\|108.61\|435395;2026-07-27\|115.06\|5.94\|105.00\|118.00\|100.19\|438580;2026-07-28\|103.55\|-10.00\|108.74\|111.85\|103.55\|311550;2026-07-29\|96.95\|-6.37\|99.99\|101.04\|93.30\|354625;2026-07-30\|87.28\|-9.97\|96.82\|99.68\|87.26\|367385;2026-07-31\|96.01\|10.00\|96.01\|96.01\|94.16\|189057;2026-08-03\|93.10\|-3.03\|101.65\|104.62\|92.18\|481045;2026-08-04\|102.41\|10.00\|100.41\|102.41\|99.39\|140558;2026-08-05\|112.65\|10.00\|109.55\|112.65\|107.53\|272856;2026-08-06\|122.52\|8.76\|112.31\|123.92\|112.31\|767764;2026-08-07\|127.40\|3.98\|122.30\|129.89\|119.52\|532633;2026-08-10\|125.81\|-1.25\|127.35\|129.00\|120.49\|381338;2026-08-11\|118.22\|-6.03\|125.81\|126.16\|117.98\|409889;2026-08-12\|119.36\|0.96\|126.28\|127.00\|117.33\|468154;2026-08-13\|125.00\|4.73\|126.00\|131.30\|124.78\|570031;2026-08-14\|137.50\|10.00\|127.66\|137.50\|123.01\|679206;2026-08-17\|142.84\|3.88\|137.80\|148.25\|135.55\|759376;2026-08-18\|136.47\|-4.46\|138.85\|143.66\|135.90\|459064;2026-08-19\|134.95\|-1.11\|128.40\|139.14\|128.10\|525348;2026-08-20\|130.57\|-3.25\|132.00\|136.80\|123.00\|432195;2026-08-21\|125.97\|-3.52\|127.96\|130.80\|125.00\|339409;2026-08-24\|121.78\|-3.33\|127.00\|129.20\|117.48\|323162;2026-08-25\|119.30\|-2.04\|117.10\|122.32\|115.66\|280554;2026-08-26\|117.57\|-1.45\|120.29\|121.66\|116.02\|252148;2026-08-27\|125.22\|6.51\|119.99\|125.37\|117.10\|395272;2026-08-28\|119.95\|-4.21\|124.00\|125.19\|119.62\|352567;2026-08-31\|122.16\|1.84\|114.38\|123.00\|114.28\|350133;2026-09-01\|113.58\|-7.02\|121.00\|121.00\|113.18\|291420;2026-09-02\|115.01\|1.26\|109.50\|118.06\|109.50\|286990;2026-09-03\|111.61\|-2.96\|115.00\|115.50\|110.51\|227758;2026-09-04\|108.35\|-2.92\|114.00\|114.60\|107.00\|225875;2026-09-07\|111.38\|2.80\|110.40\|112.90\|107.80\|253810;2026-09-08\|108.99\|-2.15\|112.00\|115.50\|108.04\|276801;2026-09-09\|109.26\|0.25\|112.50\|113.88\|107.82\|227251;2026-09-10\|106.38\|-2.64\|106.00\|107.70\|104.75\|206070
121909	“十五五”时期算力网建设将新增直接投资4万亿元	算力租赁+数据中心REITs+金融科技+中报扭亏 1、公司自研多源异构算力调度平台已实现GPU资源纳管与综合调度，具备对外提供渲染、AI推理等算力出租服务的能力，目前自持算力规模约200P，合作算力规模超100P。 2、公司正推进长沙云谷数据中心REITs申报发行工作，旨在盘活存量资产、优化资本结构，构建“投资建设-运营成熟-REITs退出-再投资”的良性循环。 3、据2026年7月15日公告，公司预计2026年上半年净利润为400万元至600万元，同比扭亏为盈，主要系海外金融科技业务收入较快增长及IDC机柜租赁业务规模稳步增长。	1、公司算力业务依据客户订单进行扩容，现阶段全力推进机柜订单落地； 2、国内最早研发金融电子设备的高新技术企业之一；公司已围绕数字货币加密算法、数字钱包设备及其应用、数字货币支付模组及支付设备、数字货币收单设备等关键领域开展一套完整的数字货币安全支付方案研究工作，可根据客户需求提供数字人民币支付对接到银行系统的应用开发解决方案	2026-05-07\|8.44\|0.84\|8.40\|8.49\|8.33\|213004;2026-05-08\|8.62\|2.13\|8.38\|8.71\|8.34\|252319;2026-05-11\|8.51\|-1.28\|8.76\|8.76\|8.46\|217452;2026-05-12\|8.21\|-3.53\|8.46\|8.51\|8.16\|269943;2026-05-13\|8.31\|1.22\|8.22\|8.40\|8.13\|254373;2026-05-14\|8.08\|-2.77\|8.33\|8.50\|8.06\|233305;2026-05-15\|7.88\|-2.48\|8.12\|8.15\|7.85\|238869;2026-05-18\|7.90\|0.25\|7.93\|8.05\|7.79\|218667;2026-05-19\|8.14\|3.04\|7.90\|8.15\|7.85\|203856;2026-05-20\|7.68\|-5.65\|8.06\|8.12\|7.60\|247460;2026-05-21\|7.26\|-5.47\|7.73\|7.77\|7.20\|274923;2026-05-22\|7.45\|2.62\|7.31\|7.51\|7.08\|229554;2026-05-25\|7.31\|-1.88\|7.45\|7.55\|7.20\|167426;2026-05-26\|7.08\|-3.15\|7.25\|7.35\|6.98\|201127;2026-05-27\|6.85\|-3.25\|7.09\|7.11\|6.82\|167402;2026-05-28\|6.86\|0.15\|6.87\|6.94\|6.79\|147478;2026-05-29\|6.53\|-4.81\|6.90\|6.95\|6.50\|221032;2026-06-01\|6.81\|4.29\|6.53\|6.98\|6.50\|196335;2026-06-02\|6.81\|0.00\|6.85\|6.88\|6.57\|207649;2026-06-03\|6.60\|-3.08\|6.75\|6.81\|6.55\|176220;2026-06-04\|6.47\|-1.97\|6.59\|6.68\|6.41\|154922;2026-06-05\|6.55\|1.24\|6.47\|6.69\|6.40\|172023;2026-06-08\|6.28\|-4.12\|6.42\|6.56\|6.18\|167759;2026-06-09\|6.31\|0.48\|6.33\|6.43\|6.23\|134036;2026-06-10\|6.24\|-1.11\|6.46\|6.46\|6.13\|163466;2026-06-11\|6.04\|-3.21\|6.10\|6.22\|5.97\|171583;2026-06-12\|6.09\|0.83\|6.20\|6.25\|6.06\|161981;2026-06-15\|6.26\|2.79\|6.15\|6.35\|6.15\|177754;2026-06-16\|6.27\|0.16\|6.26\|6.32\|6.16\|144793;2026-06-17\|6.21\|-0.96\|6.29\|6.29\|6.13\|130148;2026-06-18\|6.24\|0.48\|6.21\|6.32\|6.10\|151531;2026-06-22\|6.39\|2.40\|6.39\|6.39\|6.14\|247808;2026-06-23\|6.41\|0.31\|6.31\|6.68\|6.30\|272511;2026-06-24\|6.18\|-3.59\|6.33\|6.42\|6.11\|182308;2026-06-25\|5.99\|-3.07\|6.16\|6.19\|5.94\|174162;2026-06-26\|5.73\|-4.34\|5.93\|5.94\|5.72\|175912;2026-06-29\|5.65\|-1.40\|5.75\|5.79\|5.54\|189373;2026-06-30\|5.74\|1.59\|5.65\|5.82\|5.53\|191223;2026-07-01\|6.06\|5.57\|5.78\|6.29\|5.73\|279673;2026-07-02\|5.84\|-3.63\|6.04\|6.15\|5.82\|260396;2026-07-03\|5.97\|2.23\|5.85\|6.05\|5.83\|188601;2026-07-06\|5.77\|-3.35\|5.99\|6.00\|5.75\|155603;2026-07-07\|5.57\|-3.47\|5.77\|5.79\|5.53\|132611;2026-07-08\|5.67\|1.80\|5.59\|5.74\|5.53\|141126;2026-07-09\|5.64\|-0.53\|5.67\|5.75\|5.48\|173157;2026-07-10\|5.71\|1.24\|5.61\|5.92\|5.54\|217039;2026-07-13\|5.39\|-5.60\|5.74\|5.76\|5.33\|216118;2026-07-14\|5.48\|1.67\|5.38\|5.49\|5.21\|178704;2026-07-15\|5.70\|4.01\|5.69\|5.85\|5.59\|279248;2026-07-16\|5.78\|1.40\|5.76\|5.95\|5.64\|241569;2026-07-17\|5.50\|-4.84\|5.70\|5.81\|5.39\|248252;2026-07-20\|5.76\|4.73\|5.57\|6.05\|5.56\|494416;2026-07-21\|6.34\|10.07\|5.72\|6.34\|5.55\|669159;2026-07-22\|6.97\|9.94\|6.87\|6.97\|6.87\|195234;2026-07-23\|7.67\|10.04\|7.00\|7.67\|7.00\|1087686;2026-07-24\|6.90\|-10.04\|7.16\|7.37\|6.90\|1038125;2026-07-27\|6.86\|-0.58\|6.55\|6.89\|6.50\|1034801;2026-07-28\|6.66\|-2.92\|6.57\|6.85\|6.52\|693219;2026-07-29\|6.62\|-0.60\|6.69\|6.81\|6.36\|658272;2026-07-30\|6.11\|-7.70\|6.59\|6.61\|6.08\|656363;2026-07-31\|6.72\|9.98\|6.32\|6.72\|6.30\|798589;2026-08-03\|6.88\|2.38\|7.01\|7.15\|6.72\|884667;2026-08-04\|7.22\|4.94\|6.91\|7.26\|6.91\|751981;2026-08-05\|7.18\|-0.55\|7.17\|7.27\|7.06\|661483;2026-08-06\|7.24\|0.84\|7.17\|7.35\|7.09\|548797;2026-08-07\|7.19\|-0.69\|7.20\|7.21\|6.97\|453840;2026-08-10\|7.28\|1.25\|7.30\|7.30\|7.06\|333788;2026-08-11\|7.32\|0.55\|7.30\|7.38\|7.11\|340648;2026-08-12\|7.28\|-0.55\|7.37\|7.50\|7.22\|315153;2026-08-13\|7.21\|-0.96\|7.43\|7.57\|7.21\|473306;2026-08-14\|7.19\|-0.28\|7.18\|7.49\|7.02\|376728;2026-08-17\|7.20\|0.14\|7.16\|7.22\|7.01\|230328;2026-08-18\|7.04\|-2.22\|7.21\|7.22\|6.99\|237741;2026-08-19\|6.51\|-7.53\|6.98\|6.98\|6.48\|286422;2026-08-20\|6.57\|0.92\|6.62\|6.64\|6.44\|197704;2026-08-21\|6.58\|0.15\|6.51\|6.59\|6.34\|160440;2026-08-24\|6.43\|-2.28\|6.55\|6.72\|6.33\|175995;2026-08-25\|6.66\|3.58\|6.46\|6.71\|6.34\|212527;2026-08-26\|6.84\|2.70\|6.64\|6.94\|6.56\|227388;2026-08-27\|7.01\|2.49\|6.80\|7.04\|6.79\|230161;2026-08-28\|6.86\|-2.14\|7.03\|7.05\|6.85\|180795;2026-08-31\|6.98\|1.75\|6.79\|6.99\|6.70\|196433;2026-09-01\|7.07\|1.29\|6.98\|7.16\|6.88\|192298;2026-09-02\|7.07\|0.00\|7.00\|7.11\|6.92\|180708;2026-09-03\|7.04\|-0.42\|7.09\|7.17\|7.00\|168097;2026-09-04\|7.07\|0.43\|7.16\|7.34\|7.05\|259782;2026-09-07\|7.02\|-0.71\|7.02\|7.10\|6.95\|182149;2026-09-08\|7.05\|0.43\|7.05\|7.18\|7.01\|172478;2026-09-09\|6.87\|-2.55\|7.03\|7.06\|6.83\|154668;2026-09-10\|6.81\|-0.87\|6.85\|6.87\|6.76\|109811
121908	“十五五”时期算力网建设将新增直接投资4万亿元	算力租赁+人工智能+上海国资行业原因：服务器龙头浪潮信息7月7日晚发布业绩预告，预计2026年上半年归母净利润26-31亿元，同比增长226%-288%，印证国产算力需求。公司原因： 1、据2026年6月23日公告，公司拟参与出资设立“上海仪电智算产业生态基金”，该基金认缴总额10.02亿元，旨在布局人工智能产业链上下游，助力主业发展。 2、据2025年9月19日投资者关系活动记录表，公司参股企业上海智能算力科技有限公司的万卡级智算中心已于2025年整体交付，为上海AI产业提供算力及运维服务；据2026年3月28日年报，公司正打造和提升智算云运维服务能力。 3、据2026年3月28日年报，公司最终控制人为上海市国资委，下属上海科技网是上海市级国资系统唯一一家智算中心服务商。	公司与阶跃星辰共同投资设立上海智能算力公司，其中阶跃星辰持股10%，云赛智联直接持股11%	2026-05-07\|23.24\|2.20\|22.97\|23.27\|22.89\|617771;2026-05-08\|22.98\|-1.12\|23.20\|23.33\|22.66\|464471;2026-05-11\|23.19\|0.91\|23.20\|23.76\|22.87\|693403;2026-05-12\|22.55\|-2.76\|23.02\|23.06\|22.37\|495987;2026-05-13\|23.84\|5.72\|22.43\|24.19\|22.28\|922843;2026-05-14\|22.67\|-4.91\|24.23\|24.24\|22.66\|663546;2026-05-15\|22.30\|-1.63\|22.66\|23.30\|22.06\|504166;2026-05-18\|22.78\|2.15\|22.88\|23.41\|22.60\|486112;2026-05-19\|23.29\|2.24\|22.78\|23.33\|22.30\|540657;2026-05-20\|22.39\|-3.86\|23.00\|23.29\|22.33\|463398;2026-05-21\|21.02\|-6.12\|22.60\|22.65\|21.00\|516772;2026-05-22\|21.26\|1.14\|21.12\|21.36\|20.88\|272548;2026-05-25\|20.91\|-1.65\|21.27\|21.48\|20.51\|378808;2026-05-26\|20.03\|-4.21\|20.61\|20.71\|19.72\|413877;2026-05-27\|19.06\|-4.84\|20.00\|20.00\|19.00\|353013;2026-05-28\|19.38\|1.68\|19.17\|19.50\|19.02\|285256;2026-05-29\|18.48\|-4.64\|19.39\|19.58\|18.40\|315852;2026-06-01\|18.63\|0.81\|18.42\|18.95\|18.40\|218407;2026-06-02\|19.15\|2.79\|18.84\|19.29\|18.06\|338926;2026-06-03\|18.64\|-2.66\|18.81\|19.06\|18.50\|261009;2026-06-04\|18.35\|-1.56\|18.30\|18.54\|18.18\|215758;2026-06-05\|17.97\|-2.07\|18.35\|18.50\|17.81\|259801;2026-06-08\|17.12\|-4.73\|17.30\|17.79\|16.92\|282539;2026-06-09\|17.38\|1.52\|17.30\|17.46\|16.98\|196406;2026-06-10\|17.56\|1.04\|17.58\|18.23\|17.49\|317485;2026-06-11\|16.67\|-5.07\|17.50\|17.50\|16.60\|293183;2026-06-12\|17.10\|2.58\|16.98\|17.46\|16.62\|270587;2026-06-15\|17.67\|3.33\|17.28\|17.70\|17.21\|230871;2026-06-16\|17.86\|1.08\|17.65\|17.94\|17.35\|205160;2026-06-17\|17.77\|-0.50\|17.70\|18.00\|17.61\|197242;2026-06-18\|18.03\|1.46\|17.88\|18.21\|17.53\|262705;2026-06-22\|18.53\|2.77\|18.12\|18.54\|17.81\|339359;2026-06-23\|17.75\|-4.21\|18.50\|18.50\|17.71\|283797;2026-06-24\|17.61\|-0.79\|17.60\|17.82\|17.27\|207209;2026-06-25\|17.02\|-3.35\|17.57\|17.74\|16.86\|285661;2026-06-26\|15.75\|-7.46\|16.80\|16.99\|15.70\|336171;2026-06-29\|15.45\|-1.90\|15.80\|15.95\|15.27\|238818;2026-06-30\|16.08\|4.08\|15.69\|16.38\|15.35\|236785;2026-07-01\|16.30\|1.37\|16.00\|16.83\|15.95\|264658;2026-07-02\|15.91\|-2.39\|16.48\|16.53\|15.86\|232741;2026-07-03\|16.01\|0.63\|15.86\|16.15\|15.81\|155235;2026-07-06\|15.46\|-3.44\|15.91\|15.98\|15.45\|179167;2026-07-07\|14.89\|-3.69\|15.63\|15.63\|14.82\|178272;2026-07-08\|16.38\|10.01\|14.96\|16.38\|14.96\|398367;2026-07-09\|17.08\|4.27\|16.48\|17.09\|15.90\|707636;2026-07-10\|17.17\|0.53\|16.68\|17.66\|16.52\|595787;2026-07-13\|17.35\|1.05\|17.00\|17.74\|17.00\|537277;2026-07-14\|16.45\|-5.19\|17.15\|17.49\|15.68\|492793;2026-07-15\|16.60\|0.91\|16.45\|16.92\|16.20\|327258;2026-07-16\|18.26\|10.00\|16.53\|18.26\|16.40\|342546;2026-07-17\|18.43\|0.93\|18.37\|19.26\|17.94\|1092897;2026-07-20\|19.27\|4.56\|18.25\|19.50\|18.10\|938183;2026-07-21\|19.14\|-0.67\|18.60\|19.71\|17.45\|993730;2026-07-22\|20.27\|5.90\|18.60\|21.00\|18.13\|1233759;2026-07-23\|19.04\|-6.07\|19.64\|20.10\|19.00\|867819;2026-07-24\|17.33\|-8.98\|18.37\|18.74\|17.30\|738807;2026-07-27\|17.73\|2.31\|17.16\|17.74\|16.81\|448268;2026-07-28\|17.29\|-2.26\|17.30\|17.77\|17.10\|319805;2026-07-29\|16.94\|-2.02\|17.29\|17.45\|16.06\|467766;2026-07-30\|16.02\|-5.43\|16.82\|17.19\|16.01\|421180;2026-07-31\|17.62\|9.99\|16.75\|17.62\|16.71\|431281;2026-08-03\|17.65\|0.17\|17.88\|18.15\|17.51\|531650;2026-08-04\|18.55\|5.10\|18.00\|18.63\|17.94\|619262;2026-08-05\|18.55\|0.00\|18.20\|18.74\|18.19\|621660;2026-08-06\|18.14\|-2.21\|18.25\|18.59\|17.90\|457923;2026-08-07\|17.93\|-1.16\|18.29\|18.31\|17.70\|383745;2026-08-10\|18.00\|0.39\|18.08\|18.09\|17.61\|282639;2026-08-11\|18.41\|2.28\|18.28\|18.57\|17.75\|540402;2026-08-12\|20.25\|9.99\|20.25\|20.25\|20.25\|201334;2026-08-13\|19.36\|-4.40\|21.72\|21.72\|19.34\|1396652;2026-08-14\|20.56\|6.20\|19.30\|20.97\|19.22\|1129982;2026-08-17\|20.15\|-1.99\|20.00\|20.30\|19.50\|837409;2026-08-18\|19.27\|-4.37\|19.76\|19.86\|19.08\|590417;2026-08-19\|18.70\|-2.96\|18.56\|19.18\|18.50\|436275;2026-08-20\|18.97\|1.44\|19.00\|19.09\|18.52\|343898;2026-08-21\|18.30\|-3.53\|18.62\|18.70\|18.08\|323746;2026-08-24\|18.68\|2.08\|18.20\|18.68\|17.68\|369985;2026-08-25\|18.41\|-1.45\|18.28\|18.93\|18.16\|334511;2026-08-26\|18.09\|-1.74\|18.45\|18.60\|17.93\|250570;2026-08-27\|18.37\|1.55\|18.20\|18.44\|18.10\|237908;2026-08-28\|18.68\|1.69\|18.50\|19.06\|18.40\|368930;2026-08-31\|18.77\|0.48\|18.19\|18.92\|18.08\|301331;2026-09-01\|19.09\|1.70\|18.56\|19.18\|18.56\|362879;2026-09-02\|18.49\|-3.14\|18.81\|18.98\|18.45\|244538;2026-09-03\|18.27\|-1.19\|18.67\|18.70\|18.20\|192023;2026-09-04\|17.89\|-2.08\|18.44\|18.60\|17.85\|246382;2026-09-07\|17.99\|0.56\|17.77\|18.05\|17.63\|164290;2026-09-08\|17.66\|-1.83\|18.12\|18.31\|17.64\|223267;2026-09-09\|17.30\|-2.04\|17.50\|17.71\|17.18\|270672;2026-09-10\|17.18\|-0.69\|17.13\|17.28\|16.94\|143585
121907	“十五五”时期算力网建设将新增直接投资4万亿元	算力租赁+AI营销+浙江国资行业原因：据每经，7月31日，国家发展改革委政策研究室主任、新闻发言人蒋毅在新闻发布会上指出，有关机构测算，“十五五”时期算力网建设将新增直接投资4万亿元，考虑到算力建设以企业投资为主，这将为民间投资创造巨大空间。公司原因： 1、据2026年3月31日年报，公司算力基础设施业务已转向规模化运营，形成“交付+租赁+调度+运维”一体化服务体系，面向智驾、大模型等客户提供专属算力解决方案。 2、据2026年3月31日年报，公司自研“好奇系列”AIGC工具矩阵进入商业化阶段，大幅降低内容制作成本、提升生产效率与投放精准度，推动“AI+营销”创新；公司数智营销业务为字节跳动核心代理商。 3、据2026年3月31日年报，公司最终控制人为浙江省财政厅，为国有相对控股企业。公司主营业务为数智营销、数字文化、算力基础设施。	公司杭州智算中心聚焦算力调度、算力租赁及算力运维等核心业务，面向全行业提供优质算力资源运营服务	2026-05-07\|11.17\|5.68\|10.72\|11.18\|10.70\|1554786;2026-05-08\|11.01\|-1.43\|11.45\|11.50\|10.95\|1570109;2026-05-11\|10.94\|-0.64\|11.23\|11.38\|10.87\|1276942;2026-05-12\|10.60\|-3.11\|10.82\|10.96\|10.52\|1023331;2026-05-13\|11.17\|5.38\|10.51\|11.26\|10.41\|1520622;2026-05-14\|10.46\|-6.36\|11.30\|11.30\|10.45\|1301490;2026-05-15\|10.51\|0.48\|10.55\|11.48\|10.44\|1805473;2026-05-18\|10.29\|-2.09\|10.28\|10.58\|10.17\|1030096;2026-05-19\|10.23\|-0.58\|10.21\|10.58\|10.09\|952130;2026-05-20\|9.87\|-3.52\|10.12\|10.14\|9.77\|888619;2026-05-21\|9.44\|-4.36\|9.93\|10.06\|9.38\|938780;2026-05-22\|9.43\|-0.11\|9.44\|9.50\|9.21\|655608;2026-05-25\|9.27\|-1.70\|9.51\|9.66\|9.20\|640346;2026-05-26\|9.02\|-2.70\|9.18\|9.19\|8.82\|718832;2026-05-27\|8.70\|-3.55\|9.09\|9.15\|8.68\|673057;2026-05-28\|8.86\|1.84\|8.70\|8.91\|8.48\|752286;2026-05-29\|8.84\|-0.23\|8.93\|9.25\|8.75\|942731;2026-06-01\|9.02\|2.04\|8.75\|9.24\|8.68\|972453;2026-06-02\|8.56\|-5.10\|9.05\|9.06\|8.41\|891553;2026-06-03\|8.38\|-2.10\|8.50\|8.56\|8.31\|641387;2026-06-04\|8.14\|-2.86\|8.30\|8.36\|8.09\|678058;2026-06-05\|8.21\|0.86\|8.28\|8.34\|7.95\|735730;2026-06-08\|7.97\|-2.92\|7.96\|8.27\|7.85\|600462;2026-06-09\|8.11\|1.76\|8.05\|8.13\|7.86\|492081;2026-06-10\|8.04\|-0.86\|8.00\|8.34\|7.94\|646242;2026-06-11\|7.69\|-4.35\|8.00\|8.00\|7.62\|572097;2026-06-12\|7.77\|1.04\|7.81\|7.90\|7.67\|515419;2026-06-15\|7.99\|2.83\|7.80\|8.04\|7.80\|451302;2026-06-16\|8.10\|1.38\|8.01\|8.15\|7.81\|511885;2026-06-17\|7.99\|-1.36\|8.18\|8.19\|7.89\|479987;2026-06-18\|8.02\|0.38\|7.91\|8.16\|7.80\|522967;2026-06-22\|8.14\|1.50\|7.96\|8.17\|7.83\|602855;2026-06-23\|7.73\|-5.04\|8.08\|8.10\|7.68\|645094;2026-06-24\|7.63\|-1.29\|7.65\|7.76\|7.52\|467326;2026-06-25\|7.40\|-3.01\|7.58\|7.63\|7.38\|530870;2026-06-26\|7.07\|-4.46\|7.38\|7.38\|7.02\|622259;2026-06-29\|6.91\|-2.26\|7.07\|7.13\|6.87\|539195;2026-06-30\|6.98\|1.01\|6.91\|7.07\|6.81\|457044;2026-07-01\|7.08\|1.43\|6.95\|7.27\|6.88\|551869;2026-07-02\|7.00\|-1.13\|7.18\|7.48\|6.96\|943888;2026-07-03\|6.84\|-2.29\|6.92\|6.99\|6.78\|611567;2026-07-06\|6.66\|-2.63\|6.84\|6.92\|6.65\|453686;2026-07-07\|6.43\|-3.45\|6.66\|6.77\|6.40\|437254;2026-07-08\|6.41\|-0.31\|6.46\|6.54\|6.36\|487223;2026-07-09\|6.55\|2.18\|6.40\|6.65\|6.34\|633646;2026-07-10\|7.00\|6.87\|6.55\|7.21\|6.42\|1429006;2026-07-13\|6.53\|-6.71\|6.90\|7.08\|6.51\|975716;2026-07-14\|6.43\|-1.53\|6.52\|6.60\|6.24\|681629;2026-07-15\|6.67\|3.73\|6.40\|6.85\|6.36\|849148;2026-07-16\|6.78\|1.65\|6.62\|6.94\|6.56\|837829;2026-07-17\|6.40\|-5.60\|6.82\|7.11\|6.37\|963744;2026-07-20\|6.68\|4.38\|6.55\|6.83\|6.47\|1021981;2026-07-21\|6.72\|0.60\|6.50\|6.78\|6.25\|1002692;2026-07-22\|6.65\|-1.04\|6.59\|6.77\|6.51\|676065;2026-07-23\|6.88\|3.46\|6.60\|6.90\|6.60\|678978;2026-07-24\|6.51\|-5.38\|6.78\|6.78\|6.49\|574292;2026-07-27\|6.85\|5.22\|6.45\|6.86\|6.30\|734571;2026-07-28\|6.94\|1.31\|6.77\|7.14\|6.76\|739778;2026-07-29\|7.08\|2.02\|7.03\|7.23\|6.86\|908208;2026-07-30\|7.11\|0.42\|7.00\|7.52\|7.00\|1101554;2026-07-31\|7.82\|9.99\|7.00\|7.82\|6.98\|1471397;2026-08-03\|7.89\|0.90\|8.02\|8.12\|7.71\|1980283;2026-08-04\|8.08\|2.41\|7.89\|8.24\|7.89\|1726236;2026-08-05\|8.16\|0.99\|7.99\|8.35\|7.93\|1473656;2026-08-06\|8.04\|-1.47\|8.00\|8.30\|7.92\|1276221;2026-08-07\|8.06\|0.25\|8.04\|8.12\|7.70\|1163734;2026-08-10\|8.03\|-0.37\|8.08\|8.16\|7.88\|649774;2026-08-11\|8.14\|1.37\|8.06\|8.25\|7.95\|1081336;2026-08-12\|8.24\|1.23\|8.14\|8.41\|8.03\|1302004;2026-08-13\|8.00\|-2.91\|8.22\|8.62\|8.00\|1585094;2026-08-14\|7.87\|-1.62\|8.00\|8.15\|7.66\|1104491;2026-08-17\|7.82\|-0.64\|8.00\|8.00\|7.63\|684832;2026-08-18\|7.46\|-4.60\|7.80\|7.80\|7.42\|735804;2026-08-19\|7.05\|-5.50\|7.35\|7.35\|7.04\|631526;2026-08-20\|7.06\|0.14\|7.15\|7.17\|7.01\|416085;2026-08-21\|7.06\|0.00\|7.00\|7.08\|6.87\|375994;2026-08-24\|6.89\|-2.41\|7.07\|7.08\|6.81\|353583;2026-08-25\|7.07\|2.61\|6.85\|7.09\|6.84\|386014;2026-08-26\|7.11\|0.57\|7.07\|7.20\|7.02\|376971;2026-08-27\|7.21\|1.41\|7.11\|7.30\|7.07\|400535;2026-08-28\|7.15\|-0.83\|7.29\|7.33\|7.13\|490206;2026-08-31\|7.46\|4.34\|7.04\|7.46\|7.00\|804507;2026-09-01\|7.78\|4.29\|7.46\|7.99\|7.42\|1156996;2026-09-02\|7.53\|-3.21\|7.62\|7.76\|7.52\|664758;2026-09-03\|7.36\|-2.26\|7.54\|7.70\|7.34\|572292;2026-09-04\|7.56\|2.72\|7.44\|7.83\|7.40\|879245;2026-09-07\|7.52\|-0.53\|7.53\|7.65\|7.47\|569285;2026-09-08\|7.62\|1.33\|7.50\|7.73\|7.44\|466152;2026-09-09\|7.37\|-3.28\|7.55\|7.59\|7.27\|546071;2026-09-10\|7.28\|-1.22\|7.35\|7.48\|7.23\|343862
121906	“十五五”时期算力网建设将新增直接投资4万亿元	算力大单+人形机器人+液冷行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年6月2日公告及2026年6月9日21世纪经济报道，公司控股子公司东阳光云智算于5月6日与某企业签署160亿至190亿元算力服务采购框架合同后，又于6月1日与某企业B签署100亿至120亿元算力服务采购合同，一个月内两笔订单合计最高达310亿元。 2、据2026年4月10日年报，公司人形机器人业务已构建全产品矩阵，光谷东智湖北工厂一期建成投产，年产能达300台，成为华中地区率先具备规模化量产能力的工厂，产品已获商业服务等领域小批量订单。 3、据2026年4月10日年报，公司液冷业务浙江东阳工厂一期产线已完成试生产，可广泛应用于智算中心等领域，并与中际旭创成立合资公司推广液冷散热整体解决方案。	公司拟80亿全资控股秦淮数据	2026-05-07\|42.83\|9.99\|42.83\|42.83\|42.83\|185880;2026-05-08\|39.90\|-6.84\|42.83\|42.83\|39.77\|2229196;2026-05-11\|39.02\|-2.21\|40.16\|41.00\|37.85\|1562270;2026-05-12\|37.45\|-4.02\|38.51\|39.05\|36.92\|1128955;2026-05-13\|39.28\|4.89\|37.35\|39.35\|37.35\|1362121;2026-05-14\|38.03\|-3.18\|39.67\|39.68\|37.03\|1221985;2026-05-15\|36.51\|-4.00\|37.64\|38.60\|36.20\|807738;2026-05-18\|36.63\|0.33\|36.10\|37.44\|36.10\|580361;2026-05-19\|37.90\|3.47\|36.80\|37.99\|35.51\|774342;2026-05-20\|38.46\|1.48\|37.68\|38.80\|37.10\|836051;2026-05-21\|36.18\|-5.93\|38.70\|38.87\|35.99\|734546;2026-05-22\|38.78\|7.19\|36.53\|39.02\|35.98\|1101723;2026-05-25\|38.32\|-1.19\|38.77\|39.76\|37.33\|811879;2026-05-26\|36.80\|-3.97\|38.00\|38.50\|35.73\|773810;2026-05-27\|39.33\|6.88\|39.00\|40.40\|38.05\|1444517;2026-05-28\|39.31\|-0.05\|39.68\|40.55\|38.80\|840380;2026-05-29\|35.62\|-9.39\|39.20\|39.60\|35.38\|1267155;2026-06-01\|35.75\|0.36\|34.71\|37.32\|33.96\|923784;2026-06-02\|35.62\|-0.36\|37.60\|37.80\|34.42\|880501;2026-06-03\|34.79\|-2.33\|34.52\|36.00\|34.48\|769763;2026-06-04\|33.33\|-4.20\|34.25\|34.30\|33.02\|738870;2026-06-05\|33.17\|-0.48\|33.12\|34.68\|31.59\|764741;2026-06-08\|31.55\|-4.88\|31.78\|32.27\|31.00\|547764;2026-06-09\|34.71\|10.02\|32.18\|34.71\|31.66\|942649;2026-06-10\|33.30\|-4.06\|33.99\|34.06\|32.78\|645566;2026-06-11\|33.14\|-0.48\|33.30\|33.78\|32.81\|386895;2026-06-12\|31.46\|-5.07\|33.64\|33.79\|31.46\|562856;2026-06-15\|33.10\|5.21\|32.66\|33.26\|31.51\|563499;2026-06-16\|32.63\|-1.42\|33.71\|34.07\|32.30\|713402;2026-06-17\|35.89\|9.99\|32.30\|35.89\|32.30\|1455119;2026-06-18\|36.26\|1.03\|36.00\|37.20\|35.89\|961140;2026-06-22\|35.10\|-3.20\|36.50\|37.03\|34.77\|875280;2026-06-23\|33.80\|-3.70\|35.62\|36.11\|33.60\|680676;2026-06-24\|36.34\|7.51\|33.18\|37.08\|32.67\|913828;2026-06-25\|36.36\|0.06\|36.41\|37.80\|35.61\|814550;2026-06-26\|34.28\|-5.72\|36.37\|36.37\|33.74\|604198;2026-06-29\|32.16\|-6.18\|34.17\|34.25\|31.80\|611546;2026-06-30\|33.58\|4.42\|32.01\|33.93\|31.68\|441318;2026-07-01\|36.94\|10.01\|33.50\|36.94\|32.03\|1205780;2026-07-02\|36.46\|-1.30\|36.00\|38.45\|34.68\|1275571;2026-07-03\|36.25\|-0.58\|36.45\|37.27\|35.25\|747072;2026-07-06\|36.82\|1.57\|36.55\|37.25\|35.46\|759106;2026-07-07\|34.93\|-5.13\|36.55\|37.45\|33.78\|693243;2026-07-08\|36.00\|3.06\|35.00\|37.46\|34.61\|590837;2026-07-09\|38.34\|6.50\|36.00\|38.50\|35.50\|955602;2026-07-10\|37.15\|-3.10\|37.58\|39.76\|37.10\|843021;2026-07-13\|38.25\|2.96\|37.32\|39.90\|37.16\|1001535;2026-07-14\|38.75\|1.31\|37.00\|39.68\|36.28\|924897;2026-07-15\|37.61\|-2.94\|38.53\|38.75\|36.86\|556893;2026-07-16\|35.99\|-4.31\|36.68\|37.18\|35.80\|466432;2026-07-17\|32.77\|-8.95\|35.20\|35.30\|32.63\|539715;2026-07-20\|29.49\|-10.01\|33.07\|33.50\|29.49\|496575;2026-07-21\|30.41\|3.12\|29.41\|31.00\|26.54\|853495;2026-07-22\|29.50\|-2.99\|29.60\|31.35\|29.05\|650619;2026-07-23\|30.16\|2.24\|29.22\|30.56\|29.15\|481040;2026-07-24\|28.31\|-6.13\|29.50\|30.43\|28.22\|438523;2026-07-27\|30.75\|8.62\|28.50\|31.00\|28.23\|537620;2026-07-28\|28.19\|-8.33\|29.92\|30.42\|28.08\|496250;2026-07-29\|28.02\|-0.60\|28.25\|28.50\|26.66\|377759;2026-07-30\|25.78\|-7.99\|28.00\|28.08\|25.61\|433333;2026-07-31\|28.36\|10.01\|27.58\|28.36\|27.50\|495281;2026-08-03\|29.23\|3.07\|28.36\|30.15\|28.01\|525773;2026-08-04\|32.15\|9.99\|29.94\|32.15\|29.87\|628768;2026-08-05\|32.56\|1.28\|31.86\|33.20\|31.66\|584647;2026-08-06\|32.17\|-1.20\|32.00\|33.20\|31.78\|475841;2026-08-07\|32.91\|2.30\|32.17\|33.39\|32.00\|417391;2026-08-10\|33.28\|1.12\|32.84\|33.40\|32.24\|357208;2026-08-11\|32.70\|-1.74\|33.00\|33.46\|32.45\|252966;2026-08-12\|34.11\|4.31\|33.20\|34.56\|33.00\|381587;2026-08-13\|34.48\|1.08\|34.55\|36.30\|34.40\|519080;2026-08-14\|36.45\|5.71\|34.33\|36.50\|34.15\|565310;2026-08-17\|37.57\|3.07\|36.45\|37.60\|35.63\|552509;2026-08-18\|36.70\|-2.32\|36.70\|37.99\|35.60\|598769;2026-08-19\|34.86\|-5.01\|35.45\|37.37\|34.50\|523769;2026-08-20\|33.68\|-3.38\|35.05\|35.24\|33.16\|379011;2026-08-21\|33.74\|0.18\|33.63\|33.90\|32.98\|213994;2026-08-24\|32.57\|-3.47\|33.78\|33.85\|32.08\|252841;2026-08-25\|32.07\|-1.54\|31.95\|32.56\|31.35\|219615;2026-08-26\|31.45\|-1.93\|32.08\|32.38\|31.36\|216031;2026-08-27\|32.43\|3.12\|31.48\|32.73\|31.35\|265933;2026-08-28\|31.88\|-1.70\|32.25\|32.77\|31.88\|204481;2026-08-31\|33.14\|3.95\|31.29\|33.14\|31.11\|312416;2026-09-01\|31.56\|-4.77\|32.92\|33.07\|31.50\|323274;2026-09-02\|31.08\|-1.52\|31.02\|31.46\|30.83\|196775;2026-09-03\|32.13\|3.38\|31.48\|32.46\|31.06\|232211;2026-09-04\|30.53\|-4.98\|32.50\|32.55\|30.30\|333694;2026-09-07\|31.66\|3.70\|30.53\|31.80\|30.50\|223922;2026-09-08\|31.18\|-1.52\|31.65\|31.97\|31.05\|181913;2026-09-09\|31.60\|1.35\|31.55\|31.92\|31.30\|153122;2026-09-10\|31.63\|0.09\|31.11\|31.85\|30.96\|190396
121905	“十五五”时期算力网建设将新增直接投资4万亿元	涨停揭秘：33kW/110kW/800VDC-50VDC Power Shelf产品矩阵适配GB300、Vera Rubin等高端算力场景，直供AI服务器电源系统；涨停缘由：高功率密度机架级供电模块全覆盖+适配NVIDIA新一代GPU平台+腾讯云计费上调带动算力资本开支上修；资金逻辑：资金关注国产替代核心环节，技术壁垒高+客户认证周期长，订单可见度提升驱动估值重估；风险提示：下游客户集中度高，新品放量节奏受AI芯片迭代影响，短期营收占比仍较低	公司业务涵盖 33kW Power Shelf、 110kW Power Shelf（适配 GB300、Vera Rubin 等高端算力场景）、800VDC-50VDC Power Shelf，满足不同输入、输出电压的机架级供电需求，提供高功率密度的配电支撑。	2026-05-07\|123.00\|2.22\|123.00\|123.87\|119.76\|225505;2026-05-08\|122.70\|-0.24\|121.60\|124.10\|119.51\|191003;2026-05-11\|125.00\|1.87\|123.55\|126.88\|122.00\|234522;2026-05-12\|125.33\|0.26\|126.66\|127.00\|122.78\|188560;2026-05-13\|137.86\|10.00\|124.42\|137.86\|123.80\|286103;2026-05-14\|133.15\|-3.42\|144.80\|144.80\|133.00\|334566;2026-05-15\|128.13\|-3.77\|134.88\|134.96\|126.49\|248716;2026-05-18\|124.92\|-2.51\|126.99\|129.68\|124.35\|256337;2026-05-19\|126.50\|1.26\|124.93\|126.80\|121.04\|184255;2026-05-20\|122.60\|-3.08\|124.80\|125.23\|121.01\|228140;2026-05-21\|116.69\|-4.82\|124.52\|125.20\|116.10\|223909;2026-05-22\|120.33\|3.12\|116.72\|120.72\|116.72\|162248;2026-05-25\|132.36\|10.00\|123.80\|132.36\|123.53\|301949;2026-05-26\|137.99\|4.25\|134.00\|139.39\|132.65\|375300;2026-05-27\|135.86\|-1.54\|137.89\|145.38\|135.00\|326476;2026-05-28\|135.49\|-0.27\|135.85\|137.37\|131.83\|205982;2026-05-29\|126.05\|-6.97\|140.00\|140.91\|123.50\|321822;2026-06-01\|134.50\|6.70\|129.85\|138.66\|125.01\|447993;2026-06-02\|147.95\|10.00\|140.00\|147.95\|140.00\|336118;2026-06-03\|157.98\|6.78\|148.00\|162.75\|145.50\|678139;2026-06-04\|154.11\|-2.45\|153.33\|161.11\|152.90\|446481;2026-06-05\|146.50\|-4.94\|155.01\|158.73\|145.51\|417947;2026-06-08\|149.00\|1.71\|142.22\|157.03\|140.88\|441020;2026-06-09\|161.79\|8.58\|159.00\|163.63\|149.13\|432571;2026-06-10\|145.61\|-10.00\|151.55\|153.00\|145.61\|409827;2026-06-11\|139.41\|-4.26\|146.00\|148.52\|137.25\|395592;2026-06-12\|135.24\|-2.99\|144.00\|144.61\|135.20\|292299;2026-06-15\|148.76\|10.00\|140.51\|148.76\|140.38\|199225;2026-06-16\|163.64\|10.00\|158.58\|163.64\|157.00\|298637;2026-06-17\|178.90\|9.33\|169.07\|179.98\|168.00\|620833;2026-06-18\|179.50\|0.34\|176.75\|182.60\|172.88\|321837;2026-06-22\|188.79\|5.18\|181.91\|189.50\|173.69\|372447;2026-06-23\|173.05\|-8.34\|188.97\|189.98\|169.97\|341180;2026-06-24\|170.31\|-1.58\|171.14\|175.38\|168.00\|278696;2026-06-25\|171.98\|0.98\|173.08\|174.50\|166.11\|411545;2026-06-26\|160.76\|-6.52\|172.12\|175.66\|154.83\|535546;2026-06-29\|161.32\|0.35\|160.77\|169.41\|157.01\|404607;2026-06-30\|167.18\|3.63\|162.22\|171.66\|160.20\|410513;2026-07-01\|156.45\|-6.42\|165.00\|168.78\|154.00\|388440;2026-07-02\|146.97\|-6.06\|149.50\|155.83\|146.00\|271854;2026-07-03\|147.62\|0.44\|146.76\|153.68\|145.30\|246498;2026-07-06\|151.59\|2.69\|148.79\|160.80\|146.66\|301756;2026-07-07\|149.55\|-1.35\|156.80\|160.65\|148.00\|308920;2026-07-08\|145.08\|-2.99\|152.14\|154.80\|144.76\|238529;2026-07-09\|159.59\|10.00\|149.98\|159.59\|149.97\|444555;2026-07-10\|161.79\|1.38\|167.56\|173.86\|161.56\|494059;2026-07-13\|158.69\|-1.92\|161.96\|170.55\|157.22\|402127;2026-07-14\|172.16\|8.49\|159.75\|174.56\|157.00\|514516;2026-07-15\|168.63\|-2.05\|167.67\|176.53\|165.03\|454815;2026-07-16\|151.77\|-10.00\|156.55\|159.55\|151.77\|346676;2026-07-17\|136.59\|-10.00\|143.43\|146.43\|136.59\|270983;2026-07-20\|122.93\|-10.00\|133.31\|133.60\|122.93\|349544;2026-07-21\|135.22\|10.00\|125.38\|135.22\|122.00\|366560;2026-07-22\|131.74\|-2.57\|138.77\|144.44\|130.20\|365535;2026-07-23\|127.80\|-2.99\|135.00\|135.35\|126.26\|218448;2026-07-24\|122.27\|-4.30\|124.45\|127.48\|121.30\|176082;2026-07-27\|130.63\|6.84\|122.29\|133.27\|118.10\|277932;2026-07-28\|117.57\|-10.00\|123.00\|124.94\|117.57\|186314;2026-07-29\|107.52\|-8.55\|111.48\|113.20\|105.81\|385700;2026-07-30\|96.77\|-10.00\|106.75\|107.43\|96.77\|372494;2026-07-31\|106.45\|10.00\|106.00\|106.45\|102.18\|293213;2026-08-03\|98.86\|-7.13\|106.50\|106.80\|97.74\|335722;2026-08-04\|106.80\|8.03\|103.30\|107.71\|100.91\|343104;2026-08-05\|116.50\|9.08\|101.00\|117.48\|101.00\|386630;2026-08-06\|121.30\|4.12\|115.85\|123.37\|112.50\|339434;2026-08-07\|124.40\|2.56\|123.48\|126.80\|120.75\|311582;2026-08-10\|120.70\|-2.97\|129.43\|130.80\|117.85\|305333;2026-08-11\|119.00\|-1.41\|119.82\|122.80\|117.48\|213460;2026-08-12\|125.66\|5.60\|120.80\|127.30\|119.15\|252709;2026-08-13\|131.86\|4.93\|129.64\|138.23\|129.00\|439400;2026-08-14\|131.40\|-0.35\|132.10\|134.50\|128.62\|310172;2026-08-17\|135.50\|3.12\|133.50\|135.79\|129.50\|234739;2026-08-18\|131.70\|-2.80\|135.75\|136.55\|128.21\|306198;2026-08-19\|118.53\|-10.00\|126.00\|127.15\|118.53\|312125;2026-08-20\|118.28\|-0.21\|118.53\|121.84\|115.17\|292319;2026-08-21\|128.06\|8.27\|118.83\|129.98\|117.06\|342778;2026-08-24\|119.84\|-6.42\|126.78\|127.93\|116.00\|277754;2026-08-25\|121.32\|1.24\|117.00\|122.79\|115.76\|202341;2026-08-26\|123.11\|1.48\|121.05\|124.44\|119.16\|202298;2026-08-27\|127.66\|3.70\|125.80\|128.00\|123.12\|292031;2026-08-28\|125.95\|-1.34\|130.00\|133.98\|125.68\|339525;2026-08-31\|130.60\|3.69\|121.75\|131.00\|121.75\|281876;2026-09-01\|124.26\|-4.85\|138.60\|139.60\|124.23\|323530;2026-09-02\|118.55\|-4.60\|121.88\|125.00\|118.27\|257861;2026-09-03\|127.14\|7.25\|121.30\|130.41\|117.60\|432124;2026-09-04\|121.17\|-4.70\|128.40\|129.99\|120.08\|334038;2026-09-07\|132.03\|8.96\|123.99\|132.20\|123.00\|377740;2026-09-08\|128.60\|-2.60\|135.00\|135.56\|126.60\|308230;2026-09-09\|127.06\|-1.20\|129.99\|130.88\|125.91\|226196;2026-09-10\|127.80\|0.58\|125.13\|129.10\|124.50\|192957
121904	“十五五”时期算力网建设将新增直接投资4万亿元	涨停揭秘：腾讯云、阿里百炼云等算力产品密集涨价；公司五象云谷智能算力持续布局，曲尺平台升级部署DeepSeek-R1满血版，强化AI训练服务能力；涨停缘由：国产大模型迭代加速催生算力需求；公司与阿里、百度等深度合作构建算力生态；曲尺平台R1版本上线提升商业变现能力；资金逻辑：连续多日涨停且4月30日封单稳固，资金聚焦具备真实AI算力交付能力的稀缺标的；风险提示：算力服务市场竞争激烈，价格战风险上升；曲尺平台商业化进度存在不确定性	投资建设五象云谷AI智算产业园——9.2万m²产业孵化空间，目前已吸引道客、智平方、云知声等30余家AI头部企业入驻	2026-05-07\|71.12\|10.01\|70.00\|71.12\|68.70\|64225;2026-05-08\|78.23\|10.00\|78.23\|78.23\|75.88\|212964;2026-05-11\|77.65\|-0.74\|78.99\|80.27\|74.30\|524258;2026-05-12\|79.80\|2.77\|77.40\|81.50\|75.88\|362258;2026-05-13\|87.78\|10.00\|80.00\|87.78\|78.65\|282181;2026-05-14\|86.90\|-1.00\|96.56\|96.56\|86.08\|556624;2026-05-15\|92.99\|7.01\|88.14\|95.59\|87.00\|575428;2026-05-18\|95.99\|3.23\|98.00\|99.89\|92.23\|482771;2026-05-19\|97.78\|1.86\|92.20\|100.09\|91.33\|410024;2026-05-20\|88.00\|-10.00\|95.78\|98.66\|88.00\|482081;2026-05-21\|80.84\|-8.14\|87.52\|89.21\|80.38\|431855;2026-05-22\|84.33\|4.32\|82.80\|85.20\|80.50\|322165;2026-05-25\|89.20\|5.77\|88.00\|91.69\|81.75\|449723;2026-05-26\|85.09\|-4.61\|89.10\|92.75\|85.00\|371282;2026-05-27\|77.81\|-8.56\|84.54\|84.96\|77.20\|379461;2026-05-28\|76.12\|-2.17\|79.00\|80.50\|74.66\|258720;2026-05-29\|73.20\|-3.84\|78.00\|79.44\|72.00\|252652;2026-06-01\|70.50\|-3.69\|71.81\|74.70\|69.50\|233885;2026-06-02\|69.30\|-1.70\|70.50\|72.22\|68.26\|193100;2026-06-03\|68.38\|-1.33\|68.82\|70.48\|67.00\|248370;2026-06-04\|67.22\|-1.70\|67.50\|68.00\|65.31\|242625;2026-06-05\|66.93\|-0.43\|67.00\|69.00\|64.77\|223419;2026-06-08\|62.33\|-6.87\|64.03\|65.92\|61.38\|204139;2026-06-09\|62.06\|-0.43\|64.00\|64.50\|60.16\|169236;2026-06-10\|60.35\|-2.76\|62.10\|63.30\|59.74\|185204;2026-06-11\|58.27\|-3.45\|59.89\|59.99\|57.75\|166885;2026-06-12\|58.63\|0.62\|59.12\|61.19\|58.13\|179558;2026-06-15\|61.41\|4.74\|60.88\|62.17\|60.28\|169446;2026-06-16\|61.10\|-0.50\|62.63\|62.67\|60.05\|154122;2026-06-17\|61.60\|0.82\|60.62\|62.99\|60.14\|184045;2026-06-18\|62.18\|0.94\|62.57\|64.20\|61.70\|244789;2026-06-22\|63.85\|2.69\|62.22\|64.95\|61.30\|315725;2026-06-23\|61.52\|-3.65\|62.71\|64.97\|61.00\|212095;2026-06-24\|65.10\|5.82\|61.52\|65.73\|59.60\|317820;2026-06-25\|69.40\|6.61\|65.58\|71.00\|63.78\|442335;2026-06-26\|62.90\|-9.37\|67.36\|69.58\|62.46\|311484;2026-06-29\|60.80\|-3.34\|62.23\|65.24\|60.23\|214660;2026-06-30\|66.88\|10.00\|61.45\|66.88\|60.20\|170525;2026-07-01\|73.57\|10.00\|68.74\|73.57\|68.03\|410477;2026-07-02\|69.65\|-5.33\|71.99\|74.23\|69.35\|362437;2026-07-03\|68.99\|-0.95\|69.65\|72.00\|68.78\|226886;2026-07-06\|63.75\|-7.60\|68.99\|69.99\|63.44\|217366;2026-07-07\|59.63\|-6.46\|64.30\|64.37\|58.88\|170822;2026-07-08\|58.14\|-2.50\|59.63\|60.76\|56.49\|165349;2026-07-09\|58.80\|1.14\|59.61\|61.20\|56.67\|173735;2026-07-10\|61.50\|4.59\|58.12\|64.68\|57.66\|243787;2026-07-13\|59.48\|-3.28\|61.33\|64.28\|59.01\|219464;2026-07-14\|56.70\|-4.67\|59.48\|60.72\|53.53\|205615;2026-07-15\|56.84\|0.25\|57.67\|59.50\|56.13\|134080;2026-07-16\|55.73\|-1.95\|55.95\|58.60\|55.32\|132286;2026-07-17\|50.16\|-9.99\|55.34\|55.73\|50.16\|156420;2026-07-20\|50.63\|0.94\|51.67\|55.10\|48.17\|200993;2026-07-21\|52.08\|2.99\|50.80\|52.55\|46.40\|204762;2026-07-22\|51.48\|-1.15\|53.00\|54.59\|50.90\|201946;2026-07-23\|51.79\|0.60\|51.27\|53.69\|50.75\|176721;2026-07-24\|49.90\|-3.65\|50.60\|51.55\|49.61\|116509;2026-07-27\|51.28\|2.77\|49.89\|51.38\|49.10\|102583;2026-07-28\|49.36\|-3.74\|50.00\|51.13\|49.10\|111196;2026-07-29\|47.26\|-4.25\|49.35\|49.85\|45.94\|143255;2026-07-30\|43.61\|-7.72\|46.72\|47.72\|43.14\|137916;2026-07-31\|47.97\|10.00\|46.00\|47.97\|45.01\|157775;2026-08-03\|49.10\|2.36\|49.01\|50.43\|48.50\|164309;2026-08-04\|54.01\|10.00\|50.15\|54.01\|50.11\|155495;2026-08-05\|57.77\|6.96\|55.95\|58.22\|55.10\|267063;2026-08-06\|57.22\|-0.95\|57.00\|58.75\|56.43\|201946;2026-08-07\|57.91\|1.21\|57.00\|58.33\|55.70\|157735;2026-08-10\|56.85\|-1.83\|57.92\|58.30\|55.88\|110981;2026-08-11\|55.20\|-2.90\|56.29\|57.07\|53.99\|138526;2026-08-12\|54.84\|-0.65\|57.00\|57.85\|54.07\|159366;2026-08-13\|55.30\|0.84\|56.36\|60.10\|55.28\|261294;2026-08-14\|57.01\|3.09\|55.35\|57.36\|54.27\|235792;2026-08-17\|58.48\|2.58\|57.04\|58.56\|55.80\|233237;2026-08-18\|57.90\|-0.99\|57.39\|58.33\|55.56\|177927;2026-08-19\|52.98\|-8.50\|56.00\|56.17\|52.60\|169898;2026-08-20\|55.21\|4.21\|54.00\|55.98\|52.65\|139525;2026-08-21\|53.65\|-2.83\|54.19\|55.14\|53.00\|109530;2026-08-24\|52.48\|-2.18\|54.44\|55.13\|51.36\|112149;2026-08-25\|54.22\|3.32\|51.82\|54.80\|51.40\|125684;2026-08-26\|52.35\|-3.45\|53.94\|53.97\|51.20\|137572;2026-08-27\|53.46\|2.12\|52.50\|53.79\|51.78\|108560;2026-08-28\|52.09\|-2.56\|53.47\|54.20\|52.01\|88375;2026-08-31\|53.30\|2.32\|51.00\|53.37\|50.58\|78300;2026-09-01\|52.18\|-2.10\|53.58\|54.20\|51.90\|73158;2026-09-02\|51.79\|-0.75\|51.24\|52.39\|50.63\|63197;2026-09-03\|52.27\|0.93\|52.00\|52.92\|51.57\|64508;2026-09-04\|50.65\|-3.10\|52.81\|53.16\|50.20\|85328;2026-09-07\|51.95\|2.57\|50.88\|52.36\|50.59\|75808;2026-09-08\|50.50\|-2.79\|51.80\|52.36\|50.25\|87277;2026-09-09\|50.31\|-0.38\|50.77\|51.20\|49.74\|78309;2026-09-10\|49.56\|-1.49\|50.00\|50.19\|49.02\|58601
121903	“十五五”时期算力网建设将新增直接投资4万亿元	算力租赁+英伟达合作+AI营销行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2025年8月29日公告，公司出资2.8亿元设立青海三人行绿能智算科技有限公司，主营算力租赁及数据中心业务，重点布局国产GPU算力租赁。 2、据2025年9月30日互动易，公司与英伟达中国区总代理科通技术签署战略合作并投资，保障AI算力芯片供应，并为字节跳动、科大讯飞、电信运营商等客户提供训练、推理芯片。 3、据2026年4月18日年报，公司2025年营收36.65亿元，归母净利润1.90亿元，同比增长54.04%，拟每10股派7.2元含税。	公司与科通技术签署战略合作并投资，科通为NVIDIA中国区总代理，保障公司算力中心GPU硬件需求，并拟2.8亿元在青海设全资子公司青海三人行绿能智算科技有限公司，主营算力租赁及数据中心业务	2026-05-07\|52.27\|10.00\|48.05\|52.27\|47.69\|158974;2026-05-08\|52.00\|-0.52\|52.96\|54.96\|51.90\|197257;2026-05-11\|54.40\|4.62\|52.44\|55.94\|51.57\|156566;2026-05-12\|54.75\|0.64\|54.40\|56.79\|53.60\|138988;2026-05-13\|60.23\|10.01\|54.00\|60.23\|54.00\|125475;2026-05-14\|60.50\|0.45\|62.95\|63.53\|58.73\|176021;2026-05-15\|60.67\|0.28\|60.49\|62.20\|59.00\|130020;2026-05-18\|59.91\|-1.25\|59.00\|61.94\|57.59\|126458;2026-05-19\|61.50\|2.65\|59.32\|62.90\|58.70\|155424;2026-05-20\|61.76\|0.42\|60.80\|65.00\|60.70\|138938;2026-05-21\|61.01\|-1.21\|60.72\|64.44\|60.00\|124418;2026-05-22\|63.59\|4.23\|61.05\|65.00\|60.33\|113160;2026-05-25\|57.23\|-10.00\|63.60\|63.70\|57.23\|129540;2026-05-26\|56.39\|-0.21\|55.12\|57.80\|54.39\|126775;2026-05-27\|55.60\|-1.40\|56.81\|58.20\|54.54\|119586;2026-05-28\|51.90\|-6.65\|55.98\|56.48\|50.37\|158448;2026-05-29\|49.18\|-5.24\|52.93\|53.20\|48.62\|121376;2026-06-01\|50.31\|2.30\|49.20\|52.65\|48.18\|93019;2026-06-02\|48.80\|-3.00\|50.05\|50.05\|47.91\|62371;2026-06-03\|49.45\|1.33\|48.08\|50.51\|48.08\|78145;2026-06-04\|47.88\|-3.17\|49.45\|49.69\|47.21\|59431;2026-06-05\|47.20\|-1.42\|48.35\|49.00\|46.55\|44047;2026-06-08\|47.04\|-0.34\|45.02\|48.07\|45.02\|61439;2026-06-09\|45.99\|-2.23\|47.50\|47.50\|45.64\|47314;2026-06-10\|45.84\|-0.33\|46.21\|46.21\|44.07\|59512;2026-06-11\|46.02\|0.39\|45.00\|47.33\|44.75\|58988;2026-06-12\|45.11\|-1.98\|46.02\|46.59\|45.00\|43351;2026-06-15\|46.25\|2.53\|45.34\|47.00\|45.34\|51351;2026-06-16\|49.49\|7.01\|46.26\|50.88\|45.39\|119269;2026-06-17\|50.33\|1.70\|49.78\|52.51\|49.50\|109804;2026-06-18\|54.16\|7.61\|50.41\|55.36\|50.41\|119076;2026-06-22\|59.58\|10.01\|54.91\|59.58\|54.63\|171399;2026-06-23\|56.44\|-5.27\|61.07\|61.20\|55.82\|118170;2026-06-24\|57.19\|1.33\|56.44\|57.71\|55.48\|81278;2026-06-25\|56.64\|-0.96\|56.67\|60.44\|56.60\|80743;2026-06-26\|52.93\|-6.55\|56.20\|58.22\|52.78\|87928;2026-06-29\|49.72\|-6.06\|52.91\|54.64\|48.33\|104501;2026-06-30\|50.64\|1.85\|49.80\|52.39\|49.06\|68766;2026-07-01\|50.03\|-1.20\|51.20\|52.39\|49.00\|60942;2026-07-02\|52.11\|4.16\|49.43\|55.00\|49.40\|123771;2026-07-03\|51.19\|-1.77\|51.51\|53.13\|48.88\|96747;2026-07-06\|48.40\|-5.45\|50.30\|50.97\|48.40\|67116;2026-07-07\|46.13\|-4.69\|47.98\|49.43\|46.00\|59351;2026-07-08\|45.49\|-1.39\|45.91\|47.35\|44.40\|46596;2026-07-09\|46.22\|1.60\|45.70\|47.41\|44.60\|43421;2026-07-10\|44.82\|-3.03\|46.25\|47.11\|44.80\|54983;2026-07-13\|41.07\|-8.37\|44.38\|44.99\|40.88\|58235;2026-07-14\|40.52\|-1.34\|41.47\|41.50\|39.68\|42889;2026-07-15\|41.33\|2.00\|41.53\|42.28\|40.26\|33744;2026-07-16\|40.36\|-2.35\|40.44\|41.64\|40.04\|30873;2026-07-17\|36.51\|-9.54\|40.38\|40.80\|36.44\|60286;2026-07-20\|33.80\|-7.42\|37.92\|37.92\|32.92\|69506;2026-07-21\|35.69\|5.59\|33.81\|35.83\|30.42\|121746;2026-07-22\|35.45\|-0.67\|35.50\|37.17\|35.03\|73435;2026-07-23\|35.63\|0.51\|35.53\|36.15\|34.86\|39902;2026-07-24\|34.07\|-4.38\|35.55\|35.55\|33.70\|38076;2026-07-27\|35.41\|3.93\|34.06\|35.50\|34.01\|38790;2026-07-28\|33.91\|-4.24\|35.04\|36.11\|33.70\|35761;2026-07-29\|33.68\|-0.68\|33.93\|34.58\|33.03\|43347;2026-07-30\|31.44\|-6.65\|33.50\|34.24\|31.21\|55051;2026-07-31\|34.58\|9.99\|32.24\|34.58\|32.24\|31200;2026-08-03\|35.39\|2.34\|36.16\|36.28\|34.81\|90861;2026-08-04\|37.57\|6.16\|35.99\|37.80\|35.31\|83516;2026-08-05\|39.37\|4.79\|37.20\|39.95\|36.84\|73541;2026-08-06\|39.52\|0.38\|39.00\|40.29\|38.70\|54530;2026-08-07\|40.35\|2.10\|39.40\|40.93\|38.55\|51791;2026-08-10\|42.27\|4.76\|41.02\|42.86\|40.23\|64338;2026-08-11\|43.36\|2.58\|42.27\|45.71\|42.00\|77932;2026-08-12\|44.05\|1.59\|43.64\|45.10\|43.20\|65127;2026-08-13\|43.68\|-0.84\|44.00\|46.16\|43.63\|81783;2026-08-14\|44.51\|1.90\|43.91\|45.00\|43.47\|44632;2026-08-17\|46.66\|4.83\|44.68\|46.66\|43.61\|54728;2026-08-18\|47.29\|1.35\|46.56\|48.34\|45.38\|63137;2026-08-19\|45.57\|-3.64\|46.20\|47.68\|45.30\|77951;2026-08-20\|47.01\|3.16\|45.95\|48.80\|45.95\|75167;2026-08-21\|46.97\|-0.09\|47.03\|47.38\|45.27\|45871;2026-08-24\|47.50\|1.13\|47.67\|47.67\|45.69\|58113;2026-08-25\|46.87\|-1.33\|47.50\|48.31\|46.05\|56340;2026-08-26\|45.62\|-2.67\|46.54\|47.29\|45.45\|51818;2026-08-27\|46.58\|2.10\|45.71\|46.68\|45.15\|49462;2026-08-28\|47.31\|1.57\|47.05\|48.50\|46.80\|61692;2026-08-31\|48.14\|1.75\|46.11\|48.65\|46.00\|64293;2026-09-01\|48.93\|1.64\|49.33\|49.80\|47.50\|61209;2026-09-02\|48.86\|-0.14\|48.65\|49.56\|47.71\|47690;2026-09-03\|49.50\|1.31\|49.40\|50.36\|48.55\|51279;2026-09-04\|47.72\|-3.60\|49.37\|50.00\|47.44\|61305;2026-09-07\|52.49\|10.00\|48.11\|52.49\|47.51\|96580;2026-09-08\|55.15\|5.07\|53.94\|55.31\|52.55\|102929;2026-09-09\|49.64\|-9.99\|55.01\|55.37\|49.64\|74359;2026-09-10\|46.21\|-6.91\|47.39\|47.49\|44.68\|200313
121902	“十五五”时期算力网建设将新增直接投资4万亿元	涨停揭秘：公司数据中心已承载118个上云系统、5.5万核VCPU算力，110KV变电站建设中，芝商所拟推算力期货强化基础设施价值重估；涨停缘由：算力期货上市预期提升IDC电力配套资产稀缺性；本地政务云+企业上云渗透率快速提升带来持续扩容需求；资金逻辑：资金从纯AI应用端向底层算力基建扩散，低估值传统基建转型标的获增量资金配置；风险提示：数据中心业务占营收比重仍较低，盈利模式以租赁为主，资本开支压力较大，回报周期较长	公司数据中心已入驻30家单位、上云系统118个，计算能力超5.5万核VCPU，110KV变电站项目在建，为数字服务扩容提供硬件支撑	2026-05-07\|13.22\|0.08\|13.18\|13.43\|13.06\|63905;2026-05-08\|13.39\|1.29\|13.13\|13.45\|13.13\|58150;2026-05-11\|13.95\|4.18\|13.41\|13.98\|13.35\|146070;2026-05-12\|13.79\|-1.15\|13.95\|13.98\|13.62\|66782;2026-05-13\|13.99\|1.45\|13.84\|14.20\|13.73\|76676;2026-05-14\|15.39\|10.01\|13.98\|15.39\|13.90\|272409;2026-05-15\|14.82\|-3.70\|15.28\|15.38\|14.68\|302770;2026-05-18\|14.63\|-1.28\|14.62\|14.84\|14.43\|140605;2026-05-19\|14.58\|-0.34\|14.75\|14.98\|14.42\|136299;2026-05-20\|14.66\|0.55\|14.45\|14.83\|14.44\|97728;2026-05-21\|13.94\|-4.91\|14.53\|14.63\|13.90\|135318;2026-05-22\|14.86\|6.60\|13.98\|15.28\|13.96\|177955;2026-05-25\|14.96\|0.67\|14.82\|15.12\|14.72\|92407;2026-05-26\|15.02\|0.40\|14.89\|15.07\|14.68\|92987;2026-05-27\|14.73\|-1.93\|15.20\|15.20\|14.67\|85838;2026-05-28\|14.87\|0.95\|14.70\|15.01\|14.51\|81187;2026-05-29\|14.44\|-2.89\|15.01\|15.36\|14.32\|132565;2026-06-01\|14.50\|0.42\|14.46\|14.65\|14.33\|57724;2026-06-02\|13.94\|-3.86\|14.45\|14.48\|13.85\|96126;2026-06-03\|13.76\|-1.29\|13.90\|13.95\|13.53\|96435;2026-06-04\|13.17\|-3.16\|13.60\|13.82\|13.07\|68694;2026-06-05\|12.86\|-2.35\|13.12\|13.26\|12.72\|72225;2026-06-08\|12.95\|0.70\|12.62\|13.02\|12.42\|90250;2026-06-09\|13.04\|0.69\|12.98\|13.08\|12.71\|56970;2026-06-10\|13.21\|1.30\|13.04\|13.54\|12.95\|71893;2026-06-11\|12.48\|-5.53\|13.00\|13.10\|12.32\|76453;2026-06-12\|12.90\|3.37\|12.54\|12.98\|12.50\|63562;2026-06-15\|12.95\|0.39\|12.90\|13.06\|12.80\|54752;2026-06-16\|13.05\|0.77\|12.95\|13.54\|12.87\|69471;2026-06-17\|12.92\|-1.00\|13.08\|13.16\|12.89\|36586;2026-06-18\|13.01\|0.70\|12.81\|13.17\|12.65\|45265;2026-06-22\|12.73\|-2.15\|12.97\|12.98\|12.42\|65235;2026-06-23\|12.50\|-1.81\|12.62\|12.83\|12.47\|35907;2026-06-24\|12.26\|-1.92\|12.60\|12.80\|12.25\|54789;2026-06-25\|12.00\|-2.12\|12.45\|12.86\|11.81\|120464;2026-06-26\|11.38\|-5.17\|11.87\|12.00\|11.37\|76781;2026-06-29\|11.13\|-2.20\|11.33\|11.36\|10.88\|63996;2026-06-30\|11.18\|0.45\|11.07\|11.28\|10.92\|41604;2026-07-01\|11.26\|0.72\|11.20\|11.50\|11.12\|47087;2026-07-02\|12.39\|10.04\|11.22\|12.39\|11.18\|100489;2026-07-03\|13.20\|6.54\|12.30\|13.40\|12.23\|182988;2026-07-06\|14.00\|6.06\|12.89\|14.30\|12.89\|159159;2026-07-07\|13.30\|-5.00\|14.00\|14.04\|13.15\|159764;2026-07-08\|12.90\|-3.01\|13.63\|13.67\|12.88\|78933;2026-07-09\|12.79\|-0.85\|12.94\|13.11\|12.40\|79565;2026-07-10\|12.65\|-1.09\|12.80\|13.48\|12.65\|77258;2026-07-13\|12.28\|-2.92\|12.68\|12.96\|12.22\|65546;2026-07-14\|12.20\|-0.65\|12.30\|12.43\|11.97\|55529;2026-07-15\|12.13\|-0.57\|12.03\|12.30\|12.03\|44142;2026-07-16\|12.29\|1.32\|12.10\|12.52\|12.00\|52579;2026-07-17\|11.91\|-3.09\|12.48\|12.59\|11.80\|65896;2026-07-20\|11.10\|-6.80\|12.09\|12.20\|10.90\|107215;2026-07-21\|11.00\|-0.90\|11.22\|11.23\|10.60\|87118;2026-07-22\|11.17\|1.55\|10.95\|11.18\|10.88\|44267;2026-07-23\|12.29\|10.03\|11.20\|12.29\|11.18\|102858;2026-07-24\|11.70\|-4.80\|12.32\|12.39\|11.68\|109488;2026-07-27\|11.84\|1.20\|11.65\|11.89\|11.64\|47626;2026-07-28\|11.83\|-0.08\|11.84\|11.93\|11.68\|37075;2026-07-29\|11.94\|0.93\|11.82\|12.13\|11.75\|50851;2026-07-30\|11.89\|-0.42\|12.14\|12.54\|11.79\|69607;2026-07-31\|13.08\|10.01\|12.25\|13.08\|11.91\|110258;2026-08-03\|13.20\|0.92\|13.00\|13.49\|12.85\|168972;2026-08-04\|13.59\|2.95\|13.12\|13.67\|12.99\|128293;2026-08-05\|13.78\|1.40\|13.53\|14.03\|13.40\|119478;2026-08-06\|14.09\|2.25\|13.79\|15.16\|13.71\|287278;2026-08-07\|15.50\|10.01\|14.00\|15.50\|13.80\|330077;2026-08-10\|13.95\|-10.00\|13.95\|13.95\|13.95\|34663;2026-08-11\|12.58\|-9.82\|12.56\|13.11\|12.56\|646841;2026-08-12\|12.65\|0.56\|12.45\|12.79\|12.22\|441558;2026-08-13\|12.04\|-4.82\|12.56\|12.66\|12.01\|326214;2026-08-14\|11.75\|-2.41\|11.90\|11.98\|11.50\|212752;2026-08-17\|12.18\|3.66\|11.62\|12.31\|11.62\|278484;2026-08-18\|11.92\|-2.13\|12.16\|12.18\|11.82\|121728;2026-08-19\|11.54\|-3.19\|11.80\|11.92\|11.51\|107379;2026-08-20\|11.96\|3.64\|11.65\|12.22\|11.63\|134955;2026-08-21\|12.30\|2.84\|11.81\|12.40\|11.72\|177340;2026-08-24\|13.21\|7.40\|12.56\|13.45\|12.35\|355704;2026-08-25\|12.54\|-5.07\|12.98\|13.29\|12.52\|210436;2026-08-26\|12.65\|0.88\|12.50\|13.20\|12.50\|173197;2026-08-27\|12.49\|-1.26\|12.50\|12.68\|12.44\|118971;2026-08-28\|12.75\|2.08\|12.44\|13.02\|12.35\|145385;2026-08-31\|12.57\|-1.41\|12.66\|12.83\|12.39\|105348;2026-09-01\|12.43\|-1.11\|12.65\|12.74\|12.21\|105010;2026-09-02\|12.56\|1.05\|12.39\|12.82\|12.31\|104749;2026-09-03\|12.61\|0.40\|12.60\|12.70\|12.50\|80665;2026-09-04\|12.57\|-0.32\|12.62\|12.86\|12.50\|97927;2026-09-07\|12.59\|0.16\|12.53\|12.73\|12.42\|71751;2026-09-08\|12.71\|0.95\|12.58\|12.77\|12.55\|88928;2026-09-09\|12.57\|-1.10\|12.67\|12.68\|12.48\|60242;2026-09-10\|12.49\|-0.64\|12.48\|12.65\|12.45\|42124
121901	中报业绩密集披露	AI服务器测试+MLCC设备+PCB+定增行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月5日公告，公司拟向特定对象发行A股股票，募资用于服务器检测设备及散热模组零部件产能建设项目，巩固高端测试装备及算力领域竞争优势。 2、据2026年5月14日互动易，公司已获英伟达Vendor Code，2025年业务已切入其量产产线；公司为英伟达、亚马逊等提供AI服务器ICT、FCT等测试解决方案。 3、据2026年6月12日互动易，公司控股子公司MLCC高速叠层及测试分选设备面向高端市场，满足车规及AI高端产品生产需求，正推进设备迭代。 4、据2025年4月22日互动易，公司为新能源汽车领域提供PCB板测试设备及整线自动化解决方案，与T客户、比亚迪等头部企业合作。	公司预计上半年净利润同比增长642.86%—816.2%，报告期受益于下游市场需求拉动，公司主要业务板块的营收均实现同比大幅增长，其中，AI服务器相关的ICT、功能测试、老化测试等测试解决方案销售规模同比实现大幅增长；消费电子相关业务结构持续优化，智能穿戴细分领域贡献了显著的结构性增量；MLCC设备业务规模与效益同步提升，八轨高速测试机、叠层机等高附加值产品占比提升，规模化效应逐步显现，推动该业务板块收入规模与盈利质量同步提升；同时结合公司精益化的管理，实现盈利大幅提升	2026-05-07\|124.40\|3.27\|120.02\|124.99\|118.10\|99421;2026-05-08\|124.45\|0.04\|121.40\|127.64\|119.10\|109185;2026-05-11\|105.44\|10.01\|100.29\|105.44\|100.00\|67979;2026-05-12\|111.49\|5.74\|110.79\|114.80\|106.50\|224289;2026-05-13\|111.56\|0.06\|111.50\|113.44\|109.26\|142870;2026-05-14\|114.50\|2.64\|111.80\|118.78\|108.68\|167133;2026-05-15\|114.99\|0.43\|116.22\|123.85\|112.00\|203396;2026-05-18\|120.00\|4.36\|117.14\|124.50\|116.88\|156000;2026-05-19\|119.10\|-0.75\|118.00\|121.00\|112.58\|140417;2026-05-20\|119.08\|-0.02\|119.10\|121.42\|117.00\|101339;2026-05-21\|110.50\|-7.21\|120.00\|121.00\|109.80\|145816;2026-05-22\|121.55\|10.00\|111.90\|121.55\|111.90\|95141;2026-05-25\|133.71\|10.00\|129.20\|133.71\|128.11\|119524;2026-05-26\|126.95\|-5.06\|138.70\|140.68\|125.00\|228131;2026-05-27\|122.07\|-3.84\|126.06\|127.20\|121.30\|147439;2026-05-28\|134.28\|10.00\|121.38\|134.28\|118.00\|155778;2026-05-29\|144.30\|7.46\|140.99\|147.71\|139.50\|242162;2026-06-01\|135.07\|-6.40\|148.96\|151.94\|134.77\|222829;2026-06-02\|148.58\|10.00\|136.38\|148.58\|136.38\|60950;2026-06-03\|148.00\|-0.39\|154.86\|157.97\|145.60\|202454;2026-06-04\|143.60\|-2.97\|144.99\|147.00\|141.86\|153148;2026-06-05\|132.32\|-7.86\|140.01\|143.08\|131.77\|171587;2026-06-08\|119.09\|-10.00\|123.77\|126.58\|119.09\|165115;2026-06-09\|126.94\|6.59\|122.55\|127.99\|120.90\|132316;2026-06-10\|120.66\|-4.95\|124.89\|126.49\|118.79\|96445;2026-06-11\|122.62\|1.62\|119.89\|128.25\|119.45\|117300;2026-06-12\|121.37\|-1.02\|128.90\|129.90\|120.58\|118271;2026-06-15\|133.51\|10.00\|123.99\|133.51\|123.94\|104629;2026-06-16\|136.87\|2.52\|136.00\|140.98\|135.46\|125795;2026-06-17\|142.57\|4.16\|136.63\|147.25\|135.50\|132244;2026-06-18\|136.80\|-4.05\|140.85\|149.60\|130.00\|248223;2026-06-22\|150.48\|10.00\|139.50\|150.48\|139.50\|196809;2026-06-23\|144.60\|-3.91\|149.96\|150.00\|137.19\|165371;2026-06-24\|151.32\|4.65\|143.56\|152.70\|142.50\|167134;2026-06-25\|156.18\|3.21\|150.00\|156.66\|145.60\|194795;2026-06-26\|144.43\|-7.52\|149.77\|155.54\|143.24\|124400;2026-06-29\|138.00\|-4.45\|144.03\|150.77\|132.80\|125423;2026-06-30\|142.00\|2.90\|137.00\|143.98\|133.50\|90045;2026-07-01\|135.40\|-4.65\|140.58\|143.39\|134.60\|88427;2026-07-02\|123.69\|-8.65\|130.01\|131.40\|122.57\|93980;2026-07-03\|122.40\|-1.04\|122.05\|126.50\|119.00\|70342;2026-07-06\|120.44\|-1.60\|121.00\|126.59\|116.60\|75153;2026-07-07\|115.64\|-3.99\|119.71\|121.50\|113.14\|64775;2026-07-08\|110.32\|-4.60\|117.00\|118.18\|109.47\|63474;2026-07-09\|121.35\|10.00\|113.00\|121.35\|111.45\|91607;2026-07-10\|120.80\|-0.45\|123.53\|130.30\|120.80\|126733;2026-07-13\|113.20\|-6.29\|121.99\|125.65\|110.18\|102023;2026-07-14\|124.52\|10.00\|116.00\|124.52\|115.84\|118168;2026-07-15\|112.07\|-10.00\|129.00\|130.00\|112.07\|139851;2026-07-16\|100.86\|-10.00\|106.88\|108.43\|100.86\|111394;2026-07-17\|90.77\|-10.00\|102.67\|103.77\|90.77\|120619;2026-07-20\|81.69\|-10.00\|93.45\|95.55\|81.69\|111396;2026-07-21\|87.50\|7.11\|82.00\|87.89\|73.52\|179934;2026-07-22\|85.40\|-2.40\|85.60\|90.32\|84.70\|131640;2026-07-23\|86.90\|1.76\|86.00\|89.88\|84.66\|95792;2026-07-24\|84.48\|-2.78\|85.34\|87.70\|83.00\|69950;2026-07-27\|88.00\|4.17\|84.00\|88.00\|81.82\|77666;2026-07-28\|79.70\|-9.43\|84.88\|86.24\|79.20\|82890;2026-07-29\|77.04\|-3.34\|80.51\|80.88\|73.73\|106860;2026-07-30\|69.34\|-9.99\|76.84\|78.38\|69.34\|95736;2026-07-31\|73.40\|5.86\|74.89\|76.27\|73.11\|146146;2026-08-03\|69.93\|-4.73\|73.41\|74.26\|69.36\|97749;2026-08-04\|76.92\|10.00\|70.93\|76.92\|69.98\|69021;2026-08-05\|84.61\|10.00\|80.76\|84.61\|79.80\|33465;2026-08-06\|93.07\|10.00\|87.57\|93.07\|87.16\|157364;2026-08-07\|97.94\|5.23\|95.26\|98.87\|92.29\|237403;2026-08-10\|100.99\|3.11\|97.94\|100.99\|96.47\|173841;2026-08-11\|97.72\|-3.24\|99.46\|100.18\|95.00\|151305;2026-08-12\|98.88\|1.19\|98.43\|101.55\|96.62\|125197;2026-08-13\|96.42\|-2.49\|100.55\|101.99\|96.02\|122586;2026-08-14\|99.99\|3.70\|97.52\|99.99\|96.43\|86129;2026-08-17\|106.01\|6.02\|100.70\|106.71\|100.44\|140227;2026-08-18\|104.90\|-1.05\|108.80\|108.80\|102.50\|121438;2026-08-19\|94.41\|-10.00\|101.01\|103.40\|94.41\|123497;2026-08-20\|95.70\|1.37\|96.03\|96.75\|92.30\|88741;2026-08-21\|100.55\|5.07\|96.80\|103.00\|93.60\|119604;2026-08-24\|108.88\|8.28\|110.61\|110.61\|102.66\|244868;2026-08-25\|107.18\|-1.56\|108.00\|114.00\|103.02\|265231;2026-08-26\|100.85\|-5.91\|107.10\|108.00\|97.58\|203569;2026-08-27\|108.06\|7.15\|101.30\|110.94\|98.21\|260143;2026-08-28\|102.88\|-4.79\|107.98\|109.90\|102.80\|184376;2026-08-31\|107.90\|4.88\|99.63\|109.70\|98.77\|171678;2026-09-01\|101.60\|-5.84\|110.06\|110.60\|100.50\|157527;2026-09-02\|97.43\|-4.10\|98.00\|100.00\|95.50\|140625;2026-09-03\|102.28\|4.98\|99.20\|103.00\|97.00\|148710;2026-09-04\|95.03\|-7.09\|102.20\|104.85\|93.86\|147621;2026-09-07\|104.53\|10.00\|97.00\|104.53\|96.15\|164492;2026-09-08\|100.91\|-3.46\|106.01\|107.00\|100.18\|140494;2026-09-09\|101.00\|0.09\|102.88\|105.58\|100.12\|117824;2026-09-10\|99.37\|-1.61\|100.00\|102.29\|98.58\|75350
121900	中报业绩密集披露	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一，上半年净利润预增68%-78%，受益于高速交换机、AI服务器、高性能计算及智能汽车等应用领域的结构性需求，叠加公司产品结构的持续优化，预计2026年上半年公司营业收入和净利润较上年同期均有较快增长	2026-05-07\|107.88\|2.95\|104.82\|108.80\|102.81\|683633;2026-05-08\|108.71\|1.24\|105.83\|111.36\|105.18\|558376;2026-05-11\|108.68\|-0.03\|110.00\|110.80\|105.58\|704326;2026-05-12\|108.68\|0.00\|110.16\|110.50\|105.16\|626652;2026-05-13\|112.58\|3.59\|106.53\|112.88\|106.15\|706102;2026-05-14\|107.02\|-4.94\|114.38\|114.46\|106.30\|736761;2026-05-15\|102.99\|-3.77\|106.90\|108.00\|101.80\|627584;2026-05-18\|104.26\|1.23\|101.55\|106.68\|101.55\|492103;2026-05-19\|102.60\|-1.59\|103.47\|103.50\|98.30\|587736;2026-05-20\|103.58\|0.96\|102.60\|105.30\|101.70\|461189;2026-05-21\|103.70\|0.12\|105.58\|109.68\|103.00\|770834;2026-05-22\|114.07\|10.00\|106.00\|114.07\|106.00\|1016965;2026-05-25\|122.54\|7.43\|121.02\|123.82\|119.20\|997254;2026-05-26\|133.36\|8.83\|122.90\|134.79\|122.55\|1158013;2026-05-27\|128.29\|-3.80\|130.21\|134.50\|127.10\|1010370;2026-05-28\|133.06\|3.72\|126.10\|135.35\|125.36\|918255;2026-05-29\|132.04\|-0.77\|133.17\|138.87\|131.43\|924767;2026-06-01\|122.51\|-7.22\|132.04\|134.99\|122.28\|920139;2026-06-02\|131.00\|6.93\|124.00\|131.99\|119.20\|846816;2026-06-03\|129.80\|-0.92\|131.04\|138.42\|127.00\|1052102;2026-06-04\|140.82\|8.49\|127.08\|142.78\|126.50\|1106358;2026-06-05\|133.22\|-5.40\|137.10\|141.28\|131.81\|955056;2026-06-08\|137.00\|2.84\|125.00\|140.00\|125.00\|1159899;2026-06-09\|141.09\|2.99\|138.00\|142.30\|133.01\|1250056;2026-06-10\|130.60\|-7.43\|136.00\|136.99\|127.22\|1050923;2026-06-11\|126.91\|-2.83\|129.07\|130.82\|124.22\|778925;2026-06-12\|125.20\|-1.35\|131.66\|134.60\|125.00\|739443;2026-06-15\|133.76\|6.84\|128.50\|134.00\|122.22\|994190;2026-06-16\|140.64\|5.14\|134.20\|144.65\|134.04\|1101496;2026-06-17\|146.55\|4.20\|138.00\|149.90\|137.10\|991542;2026-06-18\|147.90\|0.92\|146.00\|149.36\|142.81\|836790;2026-06-22\|145.26\|-1.78\|149.79\|151.90\|141.45\|908645;2026-06-23\|138.50\|-4.65\|145.00\|146.50\|137.20\|826360;2026-06-24\|143.35\|3.50\|138.53\|144.98\|137.64\|705705;2026-06-25\|154.99\|8.12\|144.00\|156.33\|140.00\|1043882;2026-06-26\|147.28\|-4.97\|152.98\|155.25\|143.26\|821234;2026-06-29\|141.06\|-4.22\|147.28\|149.72\|135.63\|807492;2026-06-30\|152.80\|8.32\|141.10\|155.08\|141.10\|889851;2026-07-01\|145.01\|-5.10\|152.80\|158.20\|142.00\|824443;2026-07-02\|130.51\|-10.00\|138.15\|139.13\|130.51\|878486;2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734;2026-07-10\|129.44\|-5.72\|137.60\|141.89\|129.20\|758943;2026-07-13\|124.66\|-3.69\|127.70\|132.00\|123.12\|527167;2026-07-14\|137.13\|10.00\|128.55\|137.13\|128.35\|940197;2026-07-15\|137.23\|0.07\|140.98\|142.89\|137.15\|859631;2026-07-16\|136.72\|-0.37\|133.81\|142.99\|133.16\|783543;2026-07-17\|127.80\|-6.52\|134.09\|136.45\|123.05\|957299;2026-07-20\|115.02\|-10.00\|130.35\|131.48\|115.02\|874260;2026-07-21\|122.60\|6.59\|115.27\|123.33\|104.20\|981007;2026-07-22\|114.23\|-6.83\|121.00\|123.98\|113.65\|775403;2026-07-23\|115.74\|1.32\|116.88\|120.20\|113.52\|561345;2026-07-24\|112.22\|-3.04\|112.00\|116.49\|110.01\|420709;2026-07-27\|117.50\|4.71\|112.22\|117.81\|112.22\|461620;2026-07-28\|105.75\|-10.00\|112.50\|113.63\|105.75\|524994;2026-07-29\|105.25\|-0.47\|103.65\|105.88\|97.40\|779500;2026-07-30\|96.55\|-8.27\|104.21\|104.60\|94.73\|812211;2026-07-31\|103.75\|7.46\|105.30\|106.21\|103.46\|736313;2026-08-03\|101.61\|-2.06\|102.00\|104.06\|99.81\|419513;2026-08-04\|111.77\|10.00\|104.00\|111.77\|103.23\|670502;2026-08-05\|115.60\|3.43\|109.65\|119.00\|109.50\|816615;2026-08-06\|117.20\|1.38\|112.74\|121.87\|112.01\|589491;2026-08-07\|125.87\|7.40\|119.54\|127.77\|119.54\|797451;2026-08-10\|122.70\|-2.52\|126.80\|127.20\|119.50\|591360;2026-08-11\|121.00\|-1.39\|120.07\|124.98\|119.14\|375932;2026-08-12\|123.01\|1.66\|121.00\|123.86\|120.00\|374643;2026-08-13\|120.66\|-1.91\|124.90\|128.99\|120.29\|554657;2026-08-14\|121.27\|0.51\|120.95\|122.50\|119.01\|352649;2026-08-17\|125.09\|3.15\|122.00\|125.35\|120.66\|454611;2026-08-18\|123.59\|-1.20\|125.70\|126.18\|121.10\|366061;2026-08-19\|113.41\|-8.24\|118.07\|120.33\|112.50\|522334;2026-08-20\|114.32\|0.80\|115.13\|117.68\|113.09\|313023;2026-08-21\|121.21\|6.03\|113.67\|122.51\|113.39\|499272;2026-08-24\|115.57\|-4.65\|120.27\|122.41\|112.50\|419500;2026-08-25\|114.29\|-1.11\|113.08\|118.12\|112.22\|411054;2026-08-26\|119.22\|4.31\|116.42\|121.99\|115.63\|595172;2026-08-27\|122.02\|2.35\|122.00\|124.39\|118.91\|630239;2026-08-28\|121.70\|-0.26\|122.00\|127.64\|120.60\|590290;2026-08-31\|124.91\|2.64\|118.19\|125.00\|118.00\|496358;2026-09-01\|120.72\|-3.35\|124.88\|125.32\|119.28\|427763;2026-09-02\|118.39\|-1.93\|119.06\|120.60\|118.10\|316945;2026-09-03\|116.42\|-1.66\|120.40\|120.80\|115.50\|321643;2026-09-04\|111.50\|-4.23\|118.00\|119.20\|110.59\|493417;2026-09-07\|122.65\|10.00\|113.61\|122.65\|113.50\|801001;2026-09-08\|124.90\|1.83\|126.00\|129.25\|124.00\|690849;2026-09-09\|127.55\|2.12\|127.40\|130.86\|125.60\|475847;2026-09-10\|127.92\|0.29\|126.06\|131.25\|126.06\|353845
121899	中报业绩密集披露	AI算力+PCB+定增过会 1、据2026年5月21日公告，公司2025年度向特定对象发行A股股票申请获上海证券交易所审核通过，拟募资25.30亿元用于人工智能计算HDI生产基地建设项目等，聚焦AI服务器与数据中心领域。 2、据2026年4月24日年报，公司紧抓AI算力需求机遇，AI算力相关产品收入同比增长242%，推动2025年整体营收94.94亿元、归母净利润14.73亿元，分别同比增长102.57%和343.76%；据2026年一季报，公司一季度归母净利润4.45亿元，同比增长122.16%。 3、据2026年4月24日年报，公司主营印制电路板研发、生产与销售，产品定位于中高端市场，是中国领先的高品质多层印制电路板制造商，已成功跻身头部客户AI服务器等核心供应链。	1、公司上半年归母净利润预计同比增长104%至114%，业绩变动主要系受益于AI算力及高速通信等下游领域高景气需求，公司聚焦高端市场，优化产品结构，智能算力中心项目高效落地并释放效益； 2、国内印制电路板领先供应商；公司已掌握100G-400G高速光模块印制电路板制作技术，也具备800G光模块PCB的技术能力和实际供货经验	2026-05-07\|107.96\|0.47\|107.77\|108.66\|104.96\|318272;2026-05-08\|106.85\|-1.03\|106.02\|110.58\|104.20\|271289;2026-05-11\|105.54\|-1.23\|109.96\|109.96\|102.45\|281522;2026-05-12\|102.60\|-2.79\|105.52\|106.74\|101.57\|267456;2026-05-13\|107.49\|4.77\|101.10\|108.50\|101.05\|386933;2026-05-14\|101.11\|-5.94\|108.99\|108.99\|101.11\|285962;2026-05-15\|97.61\|-3.46\|101.01\|102.90\|96.95\|231784;2026-05-18\|106.14\|8.74\|97.00\|107.80\|96.12\|393167;2026-05-19\|104.50\|-1.55\|105.88\|105.90\|99.68\|240627;2026-05-20\|104.14\|-0.34\|106.59\|106.95\|103.01\|169722;2026-05-21\|99.25\|-4.70\|106.00\|108.55\|99.00\|293651;2026-05-22\|108.49\|9.31\|101.99\|109.75\|101.55\|407726;2026-05-25\|110.08\|1.47\|111.20\|112.58\|104.38\|476791;2026-05-26\|132.10\|20.00\|114.90\|132.10\|114.90\|771251;2026-05-27\|133.30\|0.91\|131.80\|138.00\|127.00\|654853;2026-05-28\|139.19\|4.42\|127.06\|139.93\|125.28\|535260;2026-05-29\|138.05\|-0.82\|134.92\|144.88\|133.38\|498961;2026-06-01\|123.00\|-10.90\|140.00\|140.10\|122.77\|356560;2026-06-02\|131.55\|6.95\|122.83\|135.77\|117.50\|415484;2026-06-03\|128.39\|-2.40\|131.55\|134.49\|125.50\|345299;2026-06-04\|128.60\|0.16\|125.13\|132.00\|122.49\|250285;2026-06-05\|117.85\|-7.94\|124.38\|125.38\|116.45\|286471;2026-06-08\|112.11\|-4.87\|110.00\|116.52\|106.50\|253831;2026-06-09\|124.90\|11.41\|114.79\|126.95\|113.82\|294711;2026-06-10\|116.40\|-6.81\|121.13\|122.95\|115.03\|275093;2026-06-11\|116.16\|-0.21\|115.88\|119.09\|114.33\|210042;2026-06-12\|123.65\|6.45\|120.88\|131.50\|119.92\|472866;2026-06-15\|133.16\|7.69\|126.00\|133.68\|124.05\|403984;2026-06-16\|138.96\|4.36\|133.00\|144.28\|130.05\|425307;2026-06-17\|141.07\|1.52\|136.00\|153.94\|136.00\|457078;2026-06-18\|138.50\|-1.82\|139.63\|142.48\|135.80\|327345;2026-06-22\|134.40\|-2.96\|139.99\|141.00\|130.38\|341297;2026-06-23\|126.82\|-5.64\|132.80\|133.47\|125.20\|254830;2026-06-24\|136.61\|7.72\|126.82\|139.49\|126.08\|324980;2026-06-25\|138.20\|1.16\|139.00\|140.88\|133.00\|315641;2026-06-26\|131.90\|-4.56\|135.90\|136.58\|128.58\|220499;2026-06-29\|124.22\|-5.82\|131.50\|134.76\|121.38\|225984;2026-06-30\|132.40\|6.59\|125.00\|134.99\|125.00\|239240;2026-07-01\|123.97\|-6.37\|132.57\|133.99\|121.92\|242064;2026-07-02\|115.30\|-6.99\|118.51\|122.44\|114.80\|186934;2026-07-03\|122.89\|6.58\|115.00\|125.15\|113.00\|223507;2026-07-06\|120.68\|-1.80\|121.00\|122.06\|113.11\|189182;2026-07-07\|121.96\|1.06\|118.12\|124.98\|117.81\|142465;2026-07-08\|118.00\|-3.25\|122.00\|123.00\|115.50\|129026;2026-07-09\|126.20\|6.95\|121.00\|127.61\|118.89\|188635;2026-07-10\|123.00\|-2.54\|127.99\|131.33\|122.46\|195593;2026-07-13\|111.01\|-9.75\|119.99\|123.73\|110.89\|165202;2026-07-14\|126.78\|14.21\|114.00\|126.95\|113.00\|309482;2026-07-15\|128.87\|1.65\|126.00\|131.44\|123.35\|246067;2026-07-16\|127.65\|-0.95\|124.00\|134.00\|119.60\|219221;2026-07-17\|113.49\|-11.09\|126.36\|126.60\|112.93\|223533;2026-07-20\|102.02\|-10.11\|116.50\|117.49\|99.00\|243754;2026-07-21\|110.23\|8.05\|104.02\|112.00\|92.10\|248861;2026-07-22\|101.00\|-8.37\|107.80\|112.88\|100.85\|208746;2026-07-23\|100.66\|-0.34\|103.02\|105.50\|98.02\|140938;2026-07-24\|96.78\|-3.85\|99.95\|100.37\|95.90\|119309;2026-07-27\|102.83\|6.25\|96.00\|103.10\|95.68\|122105;2026-07-28\|89.37\|-13.09\|98.90\|99.50\|88.86\|176737;2026-07-29\|92.91\|3.96\|90.25\|93.27\|84.77\|197062;2026-07-30\|82.40\|-11.31\|89.77\|91.48\|81.50\|179726;2026-07-31\|94.50\|14.68\|92.00\|98.88\|92.00\|287657;2026-08-03\|95.29\|0.84\|92.38\|96.18\|89.31\|179439;2026-08-04\|102.79\|7.87\|97.00\|104.33\|95.90\|192211;2026-08-05\|107.53\|4.61\|99.56\|111.10\|99.55\|183718;2026-08-06\|108.20\|0.62\|105.80\|112.29\|105.10\|141575;2026-08-07\|118.78\|9.78\|108.33\|121.00\|108.22\|218030;2026-08-10\|112.32\|-5.44\|120.95\|121.39\|109.57\|207667;2026-08-11\|111.08\|-1.10\|110.03\|113.22\|108.58\|103527;2026-08-12\|111.90\|0.74\|110.81\|114.21\|110.44\|123182;2026-08-13\|109.85\|-1.83\|113.80\|115.23\|109.16\|147901;2026-08-14\|115.99\|5.59\|110.88\|116.20\|108.80\|166609;2026-08-17\|118.28\|1.97\|116.00\|118.38\|113.00\|205386;2026-08-18\|114.76\|-2.98\|118.28\|120.16\|112.77\|136690;2026-08-19\|103.39\|-9.91\|110.00\|111.80\|101.00\|184274;2026-08-20\|104.40\|0.98\|105.99\|107.50\|103.04\|97753;2026-08-21\|107.58\|3.05\|103.89\|109.95\|102.52\|116927;2026-08-24\|102.30\|-4.91\|107.00\|107.50\|99.66\|126374;2026-08-25\|103.00\|0.68\|100.48\|105.90\|99.11\|106151;2026-08-26\|106.45\|3.35\|103.90\|107.99\|100.69\|143737;2026-08-27\|121.69\|14.32\|109.58\|123.49\|109.10\|348703;2026-08-28\|131.20\|7.81\|123.42\|138.47\|121.69\|400503;2026-08-31\|128.88\|-1.77\|126.23\|131.20\|125.51\|270808;2026-09-01\|122.64\|-4.84\|130.00\|130.15\|120.78\|186274;2026-09-02\|124.86\|1.81\|120.00\|127.45\|119.99\|229258;2026-09-03\|123.50\|-1.09\|127.00\|128.00\|121.86\|152266;2026-09-04\|118.43\|-4.11\|124.88\|127.42\|117.01\|145912;2026-09-07\|132.93\|12.24\|122.00\|132.93\|120.79\|260012;2026-09-08\|126.55\|-4.80\|130.28\|133.80\|125.75\|204622;2026-09-09\|128.53\|1.56\|128.50\|131.75\|125.90\|166334;2026-09-10\|125.57\|-2.30\|126.08\|130.60\|125.05\|169228
121898	中报业绩密集披露	覆铜板+AI算力+定增扩产行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月10日公告，公司拟向特定对象发行股票募集资金总额不超过12亿元，用于“年产1200万张高等级覆铜板项目”及补充流动资金，目前该事项正在积极推进中。 2、据2025年年报及2026年定增预案，公司主营覆铜板，明确将AI算力赛道纳入重点战略布局；高速覆铜板产品涵盖Very low-loss至Extreme low-loss等级，已在AI服务器主板、光模块等场景实现批量应用。 3、据2025年年报及2026年定增预案，公司是国内覆铜板行业前列厂商，全球市占率约2.9%，产品覆盖5G通信、AI服务器、汽车电子等领域。	公司已将AI算力赛道纳入五年战略重点，Extreme Low-loss等级覆铜板已批量供货AI服务器、交换机、数据中心等核心场景；上半年净利同比预增263.26%—380.44%，报告期内，覆铜板行业需求持续提升，公司积极开拓市场，适时产能扩张实现量价齐升；积极有效应对供应链供需持续偏紧的格局，并通过实现高速产品销售增长、持续改善产品结构等，提升产品毛利率，提高盈利水平	2026-05-07\|86.70\|5.95\|81.30\|87.63\|80.10\|150204;2026-05-08\|86.11\|-0.68\|85.19\|87.99\|83.60\|116263;2026-05-11\|89.01\|3.37\|87.00\|91.11\|84.00\|166389;2026-05-12\|97.91\|10.00\|90.20\|97.91\|89.40\|214206;2026-05-13\|104.66\|6.89\|96.20\|105.49\|95.01\|190076;2026-05-14\|106.32\|1.59\|105.77\|110.98\|100.88\|179606;2026-05-15\|100.91\|-4.97\|106.00\|109.60\|98.96\|185758;2026-05-18\|100.27\|-0.63\|98.00\|104.33\|97.01\|148869;2026-05-19\|103.63\|3.35\|98.50\|104.80\|94.88\|158749;2026-05-20\|113.99\|10.00\|101.95\|113.99\|100.95\|161363;2026-05-21\|112.58\|-1.24\|120.02\|123.57\|111.11\|205106;2026-05-22\|123.84\|10.00\|115.29\|123.84\|115.29\|154231;2026-05-25\|131.25\|5.98\|124.00\|131.50\|118.01\|240951;2026-05-26\|132.60\|1.03\|125.99\|139.22\|121.20\|221273;2026-05-27\|128.55\|-3.05\|129.50\|138.99\|126.13\|165357;2026-05-28\|132.12\|2.78\|124.01\|133.66\|120.18\|159139;2026-05-29\|132.10\|-0.02\|131.40\|138.95\|129.18\|160603;2026-06-01\|120.32\|-8.92\|130.00\|130.76\|120.00\|169559;2026-06-02\|121.57\|1.04\|121.20\|123.20\|114.17\|151100;2026-06-03\|118.51\|-2.52\|120.09\|123.58\|116.00\|148995;2026-06-04\|123.57\|4.27\|118.51\|125.88\|115.97\|138263;2026-06-05\|123.66\|0.07\|120.60\|129.50\|118.12\|149494;2026-06-08\|136.03\|10.00\|115.24\|136.03\|114.50\|246802;2026-06-09\|149.63\|10.00\|143.00\|149.63\|137.80\|195621;2026-06-10\|163.32\|9.15\|152.50\|164.59\|152.50\|221520;2026-06-11\|170.38\|4.32\|166.01\|174.42\|159.01\|197396;2026-06-12\|170.30\|-0.05\|176.00\|187.42\|170.05\|212147;2026-06-15\|187.33\|10.00\|178.47\|187.33\|178.00\|61517;2026-06-16\|206.06\|10.00\|200.06\|206.06\|198.00\|57878;2026-06-17\|226.67\|10.00\|215.00\|226.67\|214.30\|160407;2026-06-18\|238.11\|5.05\|223.38\|239.99\|221.22\|176786;2026-06-22\|249.19\|4.65\|238.11\|258.00\|229.39\|195105;2026-06-23\|231.60\|-7.06\|248.94\|248.94\|229.50\|133201;2026-06-24\|250.44\|8.13\|236.00\|254.76\|234.03\|159877;2026-06-25\|262.80\|4.94\|250.50\|269.87\|241.92\|146795;2026-06-26\|247.25\|-5.92\|261.12\|267.59\|242.52\|115630;2026-06-29\|227.55\|-7.97\|246.96\|250.00\|222.53\|164495;2026-06-30\|225.30\|-0.99\|224.99\|228.56\|215.10\|163112;2026-07-01\|212.91\|-5.50\|222.00\|227.00\|210.58\|124266;2026-07-02\|196.00\|-7.94\|208.07\|211.00\|192.43\|128594;2026-07-03\|199.99\|2.04\|196.31\|209.71\|190.00\|137313;2026-07-06\|186.53\|-6.73\|203.00\|209.50\|179.99\|142683;2026-07-07\|185.06\|-0.79\|186.00\|193.90\|182.44\|100574;2026-07-08\|177.85\|-3.90\|189.00\|192.06\|176.17\|85015;2026-07-09\|188.66\|6.08\|181.41\|189.90\|177.00\|117667;2026-07-10\|178.80\|-5.23\|189.50\|193.58\|178.00\|122433;2026-07-13\|160.92\|-10.00\|172.00\|179.72\|160.92\|127702;2026-07-14\|177.01\|10.00\|161.72\|177.01\|161.70\|207615;2026-07-15\|173.03\|-2.25\|183.60\|186.50\|170.16\|195885;2026-07-16\|177.00\|2.29\|169.12\|190.33\|166.01\|211575;2026-07-17\|159.30\|-10.00\|178.00\|184.16\|159.30\|200014;2026-07-20\|143.37\|-10.00\|163.00\|163.55\|143.37\|137497;2026-07-21\|148.00\|3.23\|140.51\|149.49\|129.03\|263733;2026-07-22\|138.80\|-6.22\|142.99\|156.45\|136.50\|230843;2026-07-23\|133.55\|-3.78\|141.58\|149.16\|133.13\|160348;2026-07-24\|124.50\|-6.78\|129.78\|135.16\|124.18\|140189;2026-07-27\|135.20\|8.59\|126.24\|136.95\|120.61\|130950;2026-07-28\|121.68\|-10.00\|128.44\|131.66\|121.68\|93877;2026-07-29\|112.42\|-7.61\|118.02\|120.70\|109.51\|182222;2026-07-30\|101.81\|-9.44\|112.65\|113.81\|101.44\|143876;2026-07-31\|107.99\|6.07\|111.99\|111.99\|106.95\|170133;2026-08-03\|98.60\|-8.70\|106.00\|107.45\|97.80\|147901;2026-08-04\|108.46\|10.00\|100.57\|108.46\|98.01\|118418;2026-08-05\|119.31\|10.00\|109.44\|119.31\|107.44\|142831;2026-08-06\|130.00\|8.96\|122.00\|131.24\|122.00\|238822;2026-08-07\|143.00\|10.00\|132.30\|143.00\|132.30\|170183;2026-08-10\|152.00\|6.29\|150.00\|154.80\|141.08\|303429;2026-08-11\|148.00\|-2.63\|147.90\|153.00\|143.26\|206336;2026-08-12\|155.50\|5.07\|147.75\|156.82\|147.75\|188442;2026-08-13\|152.32\|-2.04\|161.99\|167.68\|151.40\|224196;2026-08-14\|167.55\|10.00\|155.10\|167.55\|155.10\|94410;2026-08-17\|184.31\|10.00\|184.31\|184.31\|180.00\|46855;2026-08-18\|184.20\|-0.06\|202.70\|202.70\|182.98\|308374;2026-08-19\|175.00\|-4.99\|174.99\|198.00\|165.78\|404532;2026-08-20\|164.00\|-6.29\|173.47\|173.47\|161.00\|262935;2026-08-21\|172.37\|5.10\|163.38\|180.40\|163.38\|268412;2026-08-24\|165.28\|-4.11\|172.90\|174.99\|160.67\|185460;2026-08-25\|174.65\|5.67\|164.00\|175.00\|163.26\|258071;2026-08-26\|175.35\|0.40\|177.21\|180.79\|165.88\|247398;2026-08-27\|183.39\|4.59\|179.81\|188.88\|172.67\|293636;2026-08-28\|183.60\|0.11\|183.94\|197.77\|182.98\|260782;2026-08-31\|182.50\|-0.60\|178.00\|188.47\|178.00\|230380;2026-09-01\|171.07\|-6.26\|180.91\|181.99\|167.59\|185537;2026-09-02\|181.31\|5.99\|169.46\|184.49\|169.46\|253183;2026-09-03\|180.36\|-0.52\|184.00\|184.98\|173.56\|158636;2026-09-04\|169.17\|-6.20\|183.62\|187.99\|167.50\|173207;2026-09-07\|186.09\|10.00\|174.20\|186.09\|172.64\|205064;2026-09-08\|192.78\|3.60\|191.00\|202.00\|191.00\|266258;2026-09-09\|212.06\|10.00\|196.64\|212.06\|193.50\|225999;2026-09-10\|217.99\|2.80\|212.00\|223.30\|204.28\|251765
121897	中报业绩密集披露	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商；预计上半年净利润同比增长117%-131%，在报告期内，覆铜板板块，面对原材料价格上涨、高端产品市场需求持续高速增长等影响，公司积极调整优化产品销售结构，并推动扩产产能及时释放，从而带动覆铜板销量上升，覆铜板产品营业收入及毛利增加，推动盈利水平提升； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-05-07\|82.00\|1.47\|82.42\|83.00\|80.00\|451021;2026-05-08\|82.00\|0.00\|80.53\|84.15\|80.10\|380322;2026-05-11\|83.66\|2.02\|82.62\|84.28\|81.00\|480487;2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218;2026-07-22\|126.00\|-7.13\|135.67\|140.19\|124.06\|823857;2026-07-23\|125.10\|-0.71\|129.00\|134.21\|123.80\|609987;2026-07-24\|118.71\|-5.11\|123.81\|123.99\|117.99\|604586;2026-07-27\|125.99\|6.13\|120.00\|125.99\|114.66\|575210;2026-07-28\|113.39\|-10.00\|119.42\|121.00\|113.39\|480574;2026-07-29\|108.18\|-4.59\|111.88\|112.70\|102.60\|887963;2026-07-30\|100.08\|-7.49\|105.00\|108.83\|97.51\|810983;2026-07-31\|105.64\|5.56\|110.09\|110.09\|105.44\|808423;2026-08-03\|102.03\|-3.42\|102.01\|105.88\|99.88\|532053;2026-08-04\|112.23\|10.00\|105.00\|112.23\|103.50\|609875;2026-08-05\|122.79\|9.41\|110.00\|123.45\|110.00\|893471;2026-08-06\|127.25\|3.63\|120.00\|130.99\|119.50\|760588;2026-08-07\|139.98\|10.00\|131.00\|139.98\|130.98\|783085;2026-08-10\|138.57\|-1.01\|141.98\|143.48\|134.39\|942162;2026-08-11\|135.30\|-2.36\|135.80\|140.58\|133.66\|587915;2026-08-12\|143.23\|5.86\|136.95\|145.55\|135.64\|764841;2026-08-13\|141.74\|-1.04\|146.08\|151.90\|141.63\|824227;2026-08-14\|143.21\|1.04\|144.00\|146.30\|139.70\|673037;2026-08-17\|144.49\|0.89\|145.90\|147.47\|140.51\|762217;2026-08-18\|139.41\|-3.52\|144.00\|145.47\|137.45\|736201;2026-08-19\|125.47\|-10.00\|132.00\|134.44\|125.47\|782925;2026-08-20\|126.28\|0.65\|128.19\|131.19\|124.16\|596152;2026-08-21\|132.80\|5.16\|126.03\|134.86\|124.88\|664758;2026-08-24\|126.30\|-4.89\|132.83\|134.00\|122.30\|637658;2026-08-25\|129.00\|2.14\|124.00\|132.00\|122.05\|635340;2026-08-26\|130.01\|0.78\|130.70\|131.99\|124.00\|586918;2026-08-27\|140.97\|8.43\|133.98\|143.01\|133.07\|1031748;2026-08-28\|145.65\|3.32\|140.01\|151.79\|138.41\|987078;2026-08-31\|153.40\|5.32\|141.00\|157.28\|141.00\|1038874;2026-09-01\|144.42\|-5.85\|152.00\|152.41\|143.70\|789206;2026-09-02\|144.98\|0.39\|139.00\|149.23\|138.99\|655882;2026-09-03\|143.19\|-1.23\|148.88\|149.38\|139.01\|635897;2026-09-04\|137.50\|-3.97\|145.20\|147.80\|135.47\|670208;2026-09-07\|148.15\|7.75\|140.25\|149.25\|139.80\|839356;2026-09-08\|146.28\|-1.26\|149.00\|151.25\|145.50\|690344;2026-09-09\|148.16\|1.29\|147.90\|151.88\|146.51\|589970;2026-09-10\|146.96\|-0.81\|145.02\|151.30\|145.00\|583540
121896	中报业绩密集披露	覆铜板+定增扩产+全产业链行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月13日投资者关系活动记录表，公司目前覆铜板和电子玻纤布均处于满产满销状态，订单情况良好，行业整体趋势向好；据2026年6月11日公告，公司澄清未与英伟达、华为有过接触，未发现在AI服务器及算力领域的应用，高频高速覆铜板尚在研发及客户送样阶段，尚未形成收入。 2、据2026年4月1日募集说明书及2026年5月13日调研记录，公司拟向特定对象发行股票，用于年产4000万平方米高等级覆铜板项目，重点布局高频高速等高等级覆铜板产品；宁国新增1600万张产能预计2026年下半年投产。 3、据2025年年度报告，公司深耕覆铜板行业，行业排名稳居国内主流阵营，具有产业链优势，业务覆盖电子级玻纤布生产及覆铜板销售，已实现“玻纤布-覆铜板”产业链覆盖。	国内覆铜板龙头，同时生产电子级玻纤布；公司上半年业绩预增超9倍，主要因“2026年上半年覆铜板市场整体景气度向好，公司核心产品覆铜板及半固化片处于供不应求状态，销量同比增长叠加售价持续上行，推动公司毛利率提升，进而带动利润实现大幅增长”	2026-05-07\|49.51\|6.34\|46.99\|50.22\|45.82\|521546;2026-05-08\|47.93\|-3.19\|49.02\|49.82\|47.28\|458775;2026-05-11\|48.50\|1.19\|47.99\|49.35\|46.67\|418904;2026-05-12\|46.53\|-4.06\|47.50\|48.00\|45.29\|377127;2026-05-13\|46.61\|0.17\|45.01\|48.00\|44.79\|364608;2026-05-14\|45.29\|-2.83\|46.70\|47.59\|45.00\|320591;2026-05-15\|42.90\|-5.28\|45.00\|45.68\|42.01\|341615;2026-05-18\|43.77\|2.03\|42.69\|43.91\|42.08\|249734;2026-05-19\|44.08\|0.71\|43.02\|44.50\|41.80\|276265;2026-05-20\|44.75\|1.52\|43.87\|44.80\|42.81\|289499;2026-05-21\|42.68\|-4.63\|45.31\|46.45\|42.59\|399095;2026-05-22\|46.27\|8.41\|43.00\|46.90\|43.00\|492933;2026-05-25\|45.61\|-1.43\|45.90\|47.57\|45.38\|433128;2026-05-26\|47.55\|4.25\|44.69\|47.55\|42.89\|540448;2026-05-27\|48.76\|2.54\|47.08\|50.68\|46.08\|574761;2026-05-28\|53.50\|9.99\|47.40\|53.50\|47.34\|673366;2026-05-29\|53.51\|0.02\|55.00\|56.80\|53.02\|706168;2026-06-01\|49.87\|-6.80\|53.00\|53.51\|48.17\|573757;2026-06-02\|50.63\|1.52\|49.59\|51.31\|46.80\|512995;2026-06-03\|51.73\|2.17\|50.48\|53.28\|50.00\|560085;2026-06-04\|54.00\|4.39\|50.00\|54.37\|49.38\|546875;2026-06-05\|58.16\|7.70\|53.99\|59.40\|52.80\|887279;2026-06-08\|63.98\|10.01\|58.07\|63.98\|57.09\|401265;2026-06-09\|70.38\|10.00\|70.38\|70.38\|68.40\|143509;2026-06-10\|77.42\|10.00\|76.00\|77.42\|74.46\|384210;2026-06-11\|84.80\|9.53\|77.44\|85.16\|77.44\|917360;2026-06-12\|89.88\|5.99\|89.99\|93.28\|86.92\|843772;2026-06-15\|97.34\|8.30\|90.92\|98.00\|90.16\|618705;2026-06-16\|101.49\|4.26\|94.91\|102.90\|94.50\|601335;2026-06-17\|95.71\|-5.70\|100.00\|102.78\|92.05\|515914;2026-06-18\|104.41\|9.09\|94.54\|105.28\|93.31\|406998;2026-06-22\|114.22\|9.40\|108.73\|114.85\|105.00\|295433;2026-06-23\|108.64\|-4.89\|111.21\|111.83\|102.80\|314399;2026-06-24\|115.81\|6.60\|108.65\|118.31\|106.95\|261197;2026-06-25\|112.99\|-2.44\|116.00\|120.00\|112.00\|333482;2026-06-26\|112.13\|-0.76\|111.20\|116.00\|106.00\|272793;2026-06-29\|114.95\|2.51\|113.93\|117.55\|101.03\|333941;2026-06-30\|119.97\|4.37\|113.71\|121.83\|110.10\|288389;2026-07-01\|111.36\|-7.18\|121.90\|124.38\|108.50\|383105;2026-07-02\|111.58\|0.20\|107.10\|117.18\|105.09\|467886;2026-07-03\|106.95\|-4.15\|109.60\|118.60\|106.95\|555295;2026-07-06\|96.79\|-9.50\|110.00\|116.16\|96.26\|667640;2026-07-07\|100.03\|3.35\|97.50\|104.00\|95.13\|523001;2026-07-08\|93.71\|-6.32\|100.07\|101.80\|92.41\|404759;2026-07-09\|99.56\|6.24\|97.92\|101.00\|93.83\|374156;2026-07-10\|96.64\|-2.93\|100.57\|109.51\|96.20\|427562;2026-07-13\|86.98\|-10.00\|95.67\|97.53\|86.98\|282808;2026-07-14\|95.68\|10.00\|85.43\|95.68\|82.60\|527136;2026-07-15\|94.79\|-0.93\|102.20\|104.98\|94.42\|662857;2026-07-16\|89.55\|-5.53\|92.02\|99.00\|86.43\|576488;2026-07-17\|80.60\|-9.99\|87.37\|87.50\|80.60\|285787;2026-07-20\|72.54\|-10.00\|77.82\|78.99\|72.54\|297877;2026-07-21\|72.39\|-0.21\|68.80\|73.88\|65.29\|847681;2026-07-22\|66.45\|-8.21\|70.77\|74.84\|65.64\|718997;2026-07-23\|63.10\|-5.04\|67.78\|70.15\|62.48\|618594;2026-07-24\|57.90\|-8.24\|61.89\|62.61\|57.00\|450068;2026-07-27\|63.69\|10.00\|57.70\|63.69\|56.51\|400187;2026-07-28\|57.32\|-10.00\|61.77\|62.86\|57.32\|310235;2026-07-29\|54.56\|-4.82\|57.00\|58.15\|52.00\|421585;2026-07-30\|49.10\|-10.01\|54.01\|56.30\|49.10\|558116;2026-07-31\|50.83\|3.52\|54.01\|54.01\|50.70\|491274;2026-08-03\|47.32\|-6.91\|50.82\|50.82\|46.90\|402415;2026-08-04\|51.07\|7.92\|48.01\|51.48\|47.00\|479314;2026-08-05\|56.18\|10.01\|50.52\|56.18\|49.60\|530417;2026-08-06\|59.99\|6.78\|55.61\|61.62\|55.61\|819326;2026-08-07\|65.40\|9.02\|60.50\|65.99\|60.50\|866559;2026-08-10\|66.78\|2.11\|65.44\|67.30\|62.44\|844181;2026-08-11\|68.00\|1.83\|64.80\|69.83\|62.92\|785045;2026-08-12\|68.47\|0.69\|68.88\|69.40\|65.80\|636780;2026-08-13\|65.58\|-4.22\|70.00\|70.75\|65.47\|684192;2026-08-14\|67.79\|3.37\|66.02\|68.72\|65.11\|531067;2026-08-17\|71.39\|5.31\|68.21\|71.90\|68.20\|557903;2026-08-18\|68.71\|-3.75\|71.52\|72.39\|67.96\|496099;2026-08-19\|61.84\|-10.00\|65.51\|66.68\|61.84\|400965;2026-08-20\|61.71\|-0.21\|61.05\|63.10\|59.50\|409092;2026-08-21\|63.74\|3.29\|61.50\|64.68\|60.26\|366122;2026-08-24\|60.47\|-5.13\|63.73\|64.00\|58.00\|368146;2026-08-25\|64.06\|5.94\|58.83\|66.52\|57.80\|547738;2026-08-26\|63.10\|-1.50\|64.08\|64.49\|61.05\|442952;2026-08-27\|69.41\|10.00\|64.54\|69.41\|64.02\|518534;2026-08-28\|73.18\|5.43\|72.07\|76.35\|72.00\|952122;2026-08-31\|75.75\|3.51\|72.82\|76.00\|71.72\|882269;2026-09-01\|72.91\|-3.75\|75.01\|75.98\|71.33\|597211;2026-09-02\|70.40\|-3.44\|71.97\|73.26\|70.10\|470709;2026-09-03\|68.57\|-2.60\|71.50\|71.98\|67.67\|429659;2026-09-04\|64.61\|-5.78\|70.50\|71.69\|63.80\|515268;2026-09-07\|68.05\|5.32\|66.00\|68.84\|64.71\|504541;2026-09-08\|68.64\|0.87\|68.27\|71.50\|67.23\|593774;2026-09-09\|69.50\|1.25\|69.93\|71.50\|68.50\|498395;2026-09-10\|76.45\|10.00\|68.49\|76.45\|68.31\|649689
121895	中报业绩密集披露	光模块+AI PCB+业绩高增行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月12日互动易，公司具备硅光CW激光芯片研发能力，已与外部硅光企业开展合作并布局自研硅光模块产品，并依托“光芯片+光模块”IDM垂直整合模式，有效优化成本结构、提升盈利空间。 2、据2025年年度报告，公司是全球唯一具备PCB、光芯片及光模块从研发、设计到量产全流程能力的企业，同时也是全球前三大PCB供应商及全球第一大边缘AI设备PCB供应商，产品覆盖10G至1.6T全速率光模块，并推进6.4T及下一代CPO/NPO方案研发。 3、据2026年一季报，公司一季度实现营业收入131.38亿元，同比增长52.72%；归母净利润11.10亿元，同比增长143.47%，光模块业务抓住行业爆发机会，收入实现翻倍。	全球第三的印刷电路板企业、全球第二的柔性线路板企业；预计上半年净利润同比增长283%-296%，主要因“消费电子、汽车零部件等传统核心业务经营根基稳固，业绩稳步提升，为公司筑牢稳定盈利基本盘；光模块业务整合效应初步显现，新增产能的爬坡及新客户的导入符合预期，收入与盈利实现较大增长；公司前期布局的数据中心相关产业投资逐步形成收益，有效增厚当期整体利润”	2026-05-07\|211.07\|10.00\|188.43\|211.07\|185.80\|866708;2026-05-08\|211.39\|0.15\|210.00\|213.58\|206.01\|895393;2026-05-11\|218.30\|3.27\|212.00\|222.60\|208.47\|894415;2026-05-12\|219.46\|0.53\|223.57\|230.00\|213.51\|914307;2026-05-13\|220.75\|0.59\|213.00\|225.66\|212.90\|787040;2026-05-14\|214.89\|-2.65\|220.74\|226.00\|213.35\|762371;2026-05-15\|203.35\|-5.37\|212.86\|215.63\|196.12\|1019791;2026-05-18\|211.25\|3.88\|203.35\|215.60\|199.94\|783883;2026-05-19\|222.08\|5.13\|206.00\|224.50\|198.00\|1100759;2026-05-20\|223.00\|0.41\|220.10\|225.57\|216.05\|782079;2026-05-21\|206.97\|-7.19\|223.23\|225.00\|204.16\|899478;2026-05-22\|220.55\|6.56\|210.92\|221.73\|210.92\|843617;2026-05-25\|226.24\|2.58\|222.91\|228.28\|218.30\|831651;2026-05-26\|221.20\|-2.23\|221.00\|225.11\|216.36\|677237;2026-05-27\|223.37\|0.98\|216.78\|234.00\|212.60\|869030;2026-05-28\|219.00\|-1.96\|222.00\|223.00\|212.40\|776935;2026-05-29\|213.05\|-2.72\|222.93\|229.95\|210.70\|756485;2026-06-01\|191.75\|-10.00\|209.22\|212.00\|191.75\|1359590;2026-06-02\|210.93\|10.00\|200.00\|210.93\|196.90\|1081481;2026-06-03\|223.99\|6.19\|219.60\|232.02\|219.00\|1175069;2026-06-04\|237.80\|6.17\|222.11\|244.70\|222.11\|835019;2026-06-05\|221.41\|-6.89\|232.08\|241.80\|219.05\|844741;2026-06-08\|213.00\|-3.80\|210.00\|220.50\|209.00\|705983;2026-06-09\|224.40\|5.35\|216.82\|225.60\|213.36\|717055;2026-06-10\|212.27\|-5.41\|216.59\|227.98\|210.83\|685924;2026-06-11\|210.99\|-0.60\|215.00\|221.68\|205.01\|654865;2026-06-12\|217.55\|3.11\|220.50\|226.80\|214.00\|795949;2026-06-15\|239.31\|10.00\|222.47\|239.31\|215.39\|853771;2026-06-16\|249.06\|4.07\|244.00\|253.10\|235.88\|1025167;2026-06-17\|256.92\|3.16\|255.12\|266.03\|251.00\|976383;2026-06-18\|273.00\|6.26\|256.92\|277.60\|255.15\|795976;2026-06-22\|270.55\|-0.90\|273.05\|275.42\|260.00\|904511;2026-06-23\|255.02\|-5.74\|265.01\|266.99\|253.00\|721028;2026-06-24\|257.13\|0.83\|252.14\|260.97\|252.00\|579845;2026-06-25\|275.80\|7.26\|263.00\|275.99\|258.25\|791788;2026-06-26\|260.32\|-5.61\|268.00\|271.88\|256.00\|690775;2026-06-29\|249.59\|-4.12\|255.00\|259.62\|235.11\|756161;2026-06-30\|262.35\|5.11\|247.54\|268.50\|247.54\|625797;2026-07-01\|246.31\|-6.11\|262.35\|263.88\|242.72\|653224;2026-07-02\|221.68\|-10.00\|226.00\|229.89\|221.68\|843916;2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457;2026-07-10\|242.30\|-7.28\|269.37\|274.50\|240.00\|1188960;2026-07-13\|236.70\|-2.31\|237.58\|251.40\|232.00\|938795;2026-07-14\|260.37\|10.00\|241.52\|260.37\|237.01\|954686;2026-07-15\|262.49\|0.81\|261.00\|280.08\|255.88\|1391335;2026-07-16\|268.80\|2.40\|250.01\|276.00\|246.80\|1158991;2026-07-17\|241.92\|-10.00\|258.01\|260.00\|241.92\|1090498;2026-07-20\|217.73\|-10.00\|241.91\|246.00\|217.73\|1088241;2026-07-21\|231.00\|6.09\|217.73\|237.65\|195.96\|1526580;2026-07-22\|217.50\|-5.84\|230.65\|239.77\|215.60\|1274903;2026-07-23\|206.65\|-4.99\|223.00\|224.03\|198.99\|1230956;2026-07-24\|199.18\|-3.61\|199.11\|205.83\|196.98\|728226;2026-07-27\|211.90\|6.39\|199.15\|211.90\|188.88\|827580;2026-07-28\|190.71\|-10.00\|197.00\|200.26\|190.71\|730447;2026-07-29\|179.78\|-5.73\|181.00\|184.00\|171.64\|1279208;2026-07-30\|161.80\|-10.00\|178.05\|178.50\|161.80\|1060298;2026-07-31\|171.48\|5.98\|177.00\|177.98\|170.32\|1223940;2026-08-03\|162.81\|-5.06\|165.00\|171.00\|161.98\|808712;2026-08-04\|179.09\|10.00\|168.76\|179.09\|167.00\|868174;2026-08-05\|188.83\|5.44\|162.00\|193.88\|162.00\|1351069;2026-08-06\|187.68\|-0.61\|180.00\|195.55\|178.99\|859291;2026-08-07\|195.27\|4.04\|190.00\|202.18\|190.00\|1023486;2026-08-10\|185.94\|-4.78\|195.28\|198.66\|178.85\|1026959;2026-08-11\|193.87\|4.26\|188.50\|200.60\|184.11\|911486;2026-08-12\|200.19\|3.26\|194.06\|203.83\|192.80\|786348;2026-08-13\|202.11\|0.96\|204.10\|213.40\|201.88\|831866;2026-08-14\|205.19\|1.52\|203.24\|207.92\|200.00\|559818;2026-08-17\|217.66\|6.08\|213.07\|219.85\|206.88\|728684;2026-08-18\|213.82\|-1.76\|217.66\|218.58\|208.92\|548491;2026-08-19\|197.10\|-7.82\|203.11\|210.98\|194.00\|729447;2026-08-20\|197.67\|0.29\|200.00\|201.81\|194.00\|521763;2026-08-21\|201.08\|1.73\|198.08\|205.00\|196.00\|516294;2026-08-24\|193.60\|-3.72\|205.13\|208.96\|186.00\|778089;2026-08-25\|190.84\|-1.43\|187.08\|196.99\|186.30\|553985;2026-08-26\|194.36\|1.84\|192.11\|199.65\|184.00\|641982;2026-08-27\|200.60\|3.21\|200.08\|203.30\|196.80\|576987;2026-08-28\|195.62\|-2.48\|198.31\|206.96\|195.50\|554544;2026-08-31\|198.00\|1.22\|190.08\|199.63\|189.00\|439940;2026-09-01\|188.69\|-4.70\|197.99\|197.99\|185.18\|629346;2026-09-02\|183.43\|-2.79\|185.06\|186.78\|181.20\|446687;2026-09-03\|179.16\|-2.33\|185.01\|185.96\|178.47\|439576;2026-09-04\|178.67\|-0.27\|182.01\|186.50\|176.75\|466697;2026-09-07\|190.55\|6.65\|185.01\|191.22\|182.13\|731792;2026-09-08\|186.42\|-2.17\|189.50\|194.45\|185.88\|581199;2026-09-09\|196.06\|5.17\|193.99\|198.88\|188.70\|834032;2026-09-10\|193.74\|-1.18\|197.50\|198.66\|191.60\|559678
121894	中报业绩密集披露	半导体洁净室+新加坡布局+一季报倍增行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年3月13日年报，公司主营IC半导体、光电等高科技产业洁净室工程服务，服务中芯国际、台积电等头部客户，具备行业领先的“计算流体力学分析应用技术”等优势。 2、据2026年3月13日年报及2026年5月21日互动易，公司2025年净利润同比增40.30%创历史新高，主要因新加坡半导体投资火热，公司承接VSMC等大额高毛利项目，海外营收占比提升。 3、据2026年5月12日长江证券研报及2026年4月30日一季报，公司2026年一季度营收11.30亿元，同比增35.38%；归母净利润2.48亿元，同比增202.41%，主因新加坡项目持续推进结算。	公司主营洁净室工程，上半年净利润预增183%至226%，因“新加坡工程项目金额较大且毛利率相对较好。依托公司内部有效管理，公司发包策略成功，发包成本得到有效控制。该等项目持续推进，对本期净利润有一定贡献。美元对新加坡元汇率走强，公司持有美元存款形成的汇兑收益较多”	2026-05-07\|206.00\|2.08\|206.80\|209.70\|196.10\|65232;2026-05-08\|200.97\|-2.44\|202.22\|206.66\|198.01\|39610;2026-05-11\|206.20\|2.60\|204.00\|214.75\|203.05\|55459;2026-05-12\|194.90\|-5.48\|204.10\|208.00\|186.00\|89732;2026-05-13\|197.25\|1.21\|190.00\|199.33\|186.01\|49600;2026-05-14\|188.20\|-4.59\|197.00\|198.87\|185.21\|40046;2026-05-15\|190.70\|1.33\|188.00\|202.00\|186.80\|59427;2026-05-18\|183.26\|-3.06\|192.00\|195.68\|182.44\|48803;2026-05-19\|182.85\|-0.22\|181.00\|182.85\|170.03\|68813;2026-05-20\|188.70\|3.20\|182.63\|193.08\|182.63\|56261;2026-05-21\|176.90\|-6.25\|187.35\|192.80\|175.76\|52384;2026-05-22\|176.01\|-0.50\|177.00\|179.00\|170.40\|47081;2026-05-25\|177.69\|0.95\|176.00\|181.68\|173.15\|37733;2026-05-26\|165.11\|-7.08\|178.00\|178.00\|162.28\|65871;2026-05-27\|164.43\|-0.41\|167.30\|170.36\|163.10\|70030;2026-05-28\|160.11\|-2.63\|165.14\|165.99\|158.60\|52228;2026-05-29\|151.20\|-5.56\|160.00\|161.89\|149.90\|65855;2026-06-01\|146.56\|-3.07\|149.96\|152.70\|146.00\|43534;2026-06-02\|149.65\|2.11\|146.74\|152.45\|144.11\|42255;2026-06-03\|150.64\|0.66\|149.63\|155.10\|148.00\|50495;2026-06-04\|156.00\|3.56\|149.00\|157.00\|148.00\|74053;2026-06-05\|170.09\|9.03\|159.00\|171.35\|153.00\|125325;2026-06-08\|187.10\|10.00\|166.25\|187.10\|166.25\|101144;2026-06-09\|205.81\|10.00\|199.94\|205.81\|199.94\|32834;2026-06-10\|222.06\|7.90\|205.00\|226.39\|205.00\|179179;2026-06-11\|230.86\|3.96\|227.62\|237.57\|223.01\|105580;2026-06-12\|218.08\|-5.54\|242.80\|246.98\|215.48\|113689;2026-06-15\|215.39\|-1.23\|220.01\|224.62\|209.99\|99298;2026-06-16\|211.07\|-2.01\|215.39\|219.68\|207.00\|84424;2026-06-17\|232.18\|10.00\|207.00\|232.18\|206.31\|99759;2026-06-18\|215.52\|-7.18\|235.00\|247.65\|213.00\|140749;2026-06-22\|213.72\|-0.84\|214.88\|222.22\|205.00\|93353;2026-06-23\|210.80\|-1.37\|208.99\|214.64\|203.82\|60058;2026-06-24\|231.88\|10.00\|209.00\|231.88\|208.58\|64116;2026-06-25\|255.07\|10.00\|255.07\|255.07\|248.11\|26738;2026-06-26\|260.85\|2.27\|256.00\|270.36\|247.00\|140300;2026-06-29\|276.20\|5.88\|272.03\|283.57\|262.27\|152118;2026-06-30\|272.02\|-1.51\|276.18\|285.00\|263.96\|113180;2026-07-01\|257.81\|-5.22\|269.30\|270.65\|256.61\|89864;2026-07-02\|234.62\|-8.99\|247.00\|250.00\|232.13\|85992;2026-07-03\|235.89\|0.54\|229.52\|248.29\|223.33\|80438;2026-07-06\|227.80\|-3.43\|240.05\|240.05\|218.88\|58662;2026-07-07\|222.19\|-2.46\|224.61\|234.32\|220.50\|53218;2026-07-08\|219.29\|-1.31\|228.88\|233.80\|218.02\|56132;2026-07-09\|209.58\|-4.43\|216.84\|223.00\|200.95\|120808;2026-07-10\|214.58\|2.39\|216.00\|230.54\|214.55\|100597;2026-07-13\|207.90\|-3.11\|201.83\|224.57\|201.83\|100936;2026-07-14\|219.30\|5.48\|212.99\|223.36\|203.00\|96957;2026-07-15\|202.57\|-7.63\|223.44\|225.00\|197.41\|95533;2026-07-16\|188.29\|-7.05\|195.22\|200.50\|185.10\|65271;2026-07-17\|171.30\|-9.02\|184.29\|191.76\|170.92\|64471;2026-07-20\|154.17\|-10.00\|177.00\|177.70\|154.17\|72008;2026-07-21\|169.59\|10.00\|158.84\|169.59\|147.06\|86474;2026-07-22\|168.00\|-0.94\|169.00\|177.98\|166.00\|89501;2026-07-23\|163.35\|-2.77\|170.80\|172.00\|161.66\|53100;2026-07-24\|165.50\|1.32\|160.02\|172.98\|158.69\|61483;2026-07-27\|177.44\|7.21\|164.38\|178.25\|163.00\|86582;2026-07-28\|162.51\|-8.41\|172.05\|178.80\|160.49\|65483;2026-07-29\|161.24\|-0.78\|165.76\|171.71\|152.08\|88400;2026-07-30\|145.12\|-10.00\|158.26\|159.63\|145.12\|76451;2026-07-31\|148.59\|2.39\|156.72\|159.63\|148.04\|94313;2026-08-03\|136.82\|-7.92\|148.00\|148.00\|135.13\|85540;2026-08-04\|146.64\|7.18\|138.29\|148.39\|135.30\|77448;2026-08-05\|159.28\|8.62\|146.54\|161.30\|146.10\|89020;2026-08-06\|162.35\|1.93\|155.01\|166.88\|155.00\|75850;2026-08-07\|164.80\|1.51\|161.72\|168.20\|160.10\|70569;2026-08-10\|162.85\|-1.18\|166.00\|166.60\|158.33\|62953;2026-08-11\|163.37\|0.32\|162.82\|168.48\|161.36\|50311;2026-08-12\|166.38\|1.84\|164.99\|170.00\|161.80\|55478;2026-08-13\|161.52\|-2.92\|169.01\|170.62\|161.49\|64292;2026-08-14\|162.70\|0.73\|163.58\|165.10\|159.26\|49213;2026-08-17\|178.97\|10.00\|166.99\|178.97\|166.96\|38752;2026-08-18\|182.95\|2.22\|188.00\|189.50\|178.71\|118802;2026-08-19\|167.47\|-8.46\|175.18\|179.80\|165.64\|85180;2026-08-20\|168.67\|0.72\|170.65\|170.96\|164.34\|58903;2026-08-21\|166.99\|-1.00\|166.65\|171.29\|164.26\|45018;2026-08-24\|165.82\|-0.70\|166.18\|168.20\|160.59\|43474;2026-08-25\|160.91\|-2.96\|160.39\|164.33\|156.64\|55226;2026-08-26\|161.98\|0.67\|162.00\|163.76\|158.70\|38078;2026-08-27\|168.06\|3.75\|163.00\|168.94\|159.60\|52352;2026-08-28\|164.68\|-2.01\|166.41\|171.97\|164.48\|46631;2026-08-31\|165.31\|0.38\|159.00\|165.75\|158.90\|38170;2026-09-01\|157.43\|-4.77\|165.33\|165.76\|156.07\|42434;2026-09-02\|156.00\|-0.91\|155.32\|157.00\|153.87\|30369;2026-09-03\|155.00\|-0.64\|158.00\|159.02\|153.37\|24068;2026-09-04\|150.26\|-3.06\|156.20\|157.76\|149.00\|31099;2026-09-07\|156.00\|3.82\|152.17\|157.50\|151.17\|38709;2026-09-08\|158.39\|1.53\|155.48\|161.60\|152.68\|46733;2026-09-09\|159.65\|0.80\|158.39\|165.59\|158.20\|48623;2026-09-10\|160.00\|0.22\|158.52\|161.89\|157.20\|24892
121893	中报业绩密集披露	文生视频+豆包合作+数字体验+人形机器人行业原因：字节跳动近日发布Seedance2.0，可根据文本或图像创建电影级视频。机构指出，Seedance2.0有望在AI漫剧、AI短剧等短内容方面率先得到广泛应用，进一步推动漫剧/短剧制作大幅降本提效和产能供给释放。公司原因： 1、据2025年2月7日互动易，公司已接入ChatGPT、文心一言、豆包AI和DeepSeek等通用大模型并完成私有化部署，用于创意、策划、CG渲染和3D内容生成。 2、据2025年4月17日年度报告，公司是中国数字展示行业龙头企业，主营业务依托CGI视效、VR/AR/MR等数字媒体技术打造公共文博、文化艺术及新文旅消费等线下沉浸式体验场景。 3、据证券时报网2025年11月20日消息，近日，风语筑与字节跳动旗下AI创作平台即梦AI达成合作，即梦AI将作为独家AIGC技术支持方，深度参与风语筑非遗数字化与新文旅业务。 4、据2025年8月29日半年度报告，公司设立“具身智能研究院”，与松延机器人签署战略合作，面向文化场馆、文旅街区提供“场景策划—内容生成—算法部署—硬件集成—持续运营”一体化具身智能解决方案。	1、公司预计上半年净利润同比增长430.91%至696.36%，报告期内，公司持续推进业务优化与经营提质，数字展示与数字化体验业务保持稳健发展，主营业务经营质量持续提升； 2、公司是中国数字展示行业龙头，依托具身智能研究院，联合宇树科技、松延动力等伙伴，将人形机器人导入数千座展馆，实现导览、演绎常态化运营，并打造具身智能展示中心	2026-05-07\|10.02\|1.83\|9.88\|10.02\|9.79\|285904;2026-05-08\|10.13\|1.10\|10.02\|10.25\|9.99\|331831;2026-05-11\|10.07\|-0.59\|10.14\|10.22\|10.01\|272682;2026-05-12\|10.46\|3.87\|10.11\|10.57\|9.98\|598363;2026-05-13\|10.37\|-0.86\|10.31\|10.44\|10.20\|360126;2026-05-14\|9.85\|-5.01\|10.33\|10.40\|9.82\|320529;2026-05-15\|9.99\|1.42\|9.85\|10.35\|9.82\|264183;2026-05-18\|10.15\|1.60\|10.00\|10.24\|10.00\|255738;2026-05-19\|11.17\|10.05\|10.25\|11.17\|10.10\|652879;2026-05-20\|10.78\|-3.49\|11.00\|11.13\|10.70\|921260;2026-05-21\|10.98\|1.86\|10.78\|11.06\|10.61\|780250;2026-05-22\|11.18\|1.82\|10.89\|11.20\|10.82\|730636;2026-05-25\|10.87\|-2.77\|11.30\|11.30\|10.66\|513112;2026-05-26\|10.43\|-4.05\|10.70\|10.75\|10.29\|426942;2026-05-27\|10.75\|3.07\|10.40\|10.84\|10.27\|426362;2026-05-28\|11.06\|2.88\|10.53\|11.30\|10.43\|559979;2026-05-29\|10.62\|-3.98\|11.06\|11.28\|10.44\|527369;2026-06-01\|11.42\|7.53\|10.51\|11.50\|10.49\|728351;2026-06-02\|11.15\|-2.36\|11.21\|11.36\|10.95\|544381;2026-06-03\|11.41\|2.33\|10.95\|11.41\|10.62\|622450;2026-06-04\|11.00\|-3.42\|11.18\|11.28\|10.86\|434031;2026-06-05\|11.56\|5.09\|11.01\|11.73\|11.01\|702642;2026-06-08\|12.12\|4.84\|11.23\|12.65\|11.18\|948565;2026-06-09\|12.24\|0.99\|12.34\|12.50\|11.71\|795097;2026-06-10\|12.03\|-1.72\|11.94\|12.47\|11.45\|634987;2026-06-11\|10.83\|-9.98\|11.76\|11.77\|10.83\|208809;2026-06-12\|11.45\|5.72\|9.90\|11.91\|9.76\|1095273;2026-06-15\|11.31\|-1.22\|11.49\|11.71\|10.90\|742127;2026-06-16\|10.46\|-7.52\|11.11\|11.23\|10.19\|764114;2026-06-17\|10.30\|-1.53\|10.10\|11.20\|10.10\|722020;2026-06-18\|9.79\|-4.95\|10.19\|10.20\|9.60\|605259;2026-06-22\|9.72\|-0.71\|9.81\|9.85\|9.41\|408478;2026-06-23\|10.69\|9.98\|9.70\|10.69\|9.70\|458434;2026-06-24\|10.70\|0.09\|10.65\|10.86\|10.22\|561783;2026-06-25\|10.73\|0.28\|10.85\|10.97\|10.41\|385329;2026-06-26\|10.43\|-2.80\|10.69\|10.88\|10.37\|305249;2026-06-29\|10.05\|-3.64\|10.36\|10.70\|9.96\|399695;2026-06-30\|9.79\|-2.59\|10.12\|10.40\|9.71\|404155;2026-07-01\|10.02\|2.35\|9.75\|10.16\|9.60\|329153;2026-07-02\|10.57\|5.49\|9.98\|11.02\|9.98\|753575;2026-07-03\|11.63\|10.03\|10.66\|11.63\|10.66\|896685;2026-07-06\|11.90\|2.32\|12.03\|12.79\|11.88\|1440873;2026-07-07\|11.63\|-2.27\|11.95\|12.20\|11.45\|891034;2026-07-08\|11.11\|-4.47\|11.48\|12.08\|11.05\|557760;2026-07-09\|11.33\|1.98\|11.37\|11.47\|10.71\|653613;2026-07-10\|11.60\|2.38\|11.10\|12.05\|11.10\|686948;2026-07-13\|10.55\|-9.05\|11.38\|11.67\|10.44\|566528;2026-07-14\|11.61\|10.05\|10.61\|11.61\|10.31\|605553;2026-07-15\|11.94\|2.84\|11.80\|12.34\|11.62\|852338;2026-07-16\|12.34\|3.35\|11.88\|12.70\|11.60\|940482;2026-07-17\|11.67\|-5.43\|11.94\|12.19\|11.62\|746788;2026-07-20\|12.02\|3.00\|11.47\|12.24\|11.47\|757706;2026-07-21\|11.82\|-1.66\|11.84\|11.98\|11.01\|752486;2026-07-22\|11.07\|-6.35\|11.59\|11.63\|10.74\|768524;2026-07-23\|10.50\|-5.15\|10.76\|10.79\|10.31\|647114;2026-07-24\|9.50\|-9.52\|10.15\|10.22\|9.48\|638324;2026-07-27\|9.68\|1.89\|9.22\|9.72\|9.22\|374224;2026-07-28\|9.64\|-0.41\|9.50\|9.95\|9.43\|415866;2026-07-29\|9.56\|-0.83\|9.60\|9.65\|9.25\|369798;2026-07-30\|9.28\|-2.93\|9.40\|9.60\|9.25\|344408;2026-07-31\|10.21\|10.02\|9.44\|10.21\|9.44\|830330;2026-08-03\|10.12\|-0.88\|10.41\|10.58\|10.06\|650397;2026-08-04\|11.13\|9.98\|10.28\|11.13\|10.18\|912477;2026-08-05\|11.38\|2.25\|11.00\|11.59\|10.90\|811423;2026-08-06\|11.40\|0.18\|11.23\|11.55\|11.12\|512123;2026-08-07\|11.35\|-0.44\|11.42\|11.47\|10.94\|389227;2026-08-10\|11.28\|-0.62\|11.40\|11.40\|11.04\|309958;2026-08-11\|11.34\|0.53\|11.29\|11.37\|11.09\|423924;2026-08-12\|12.47\|9.96\|11.38\|12.47\|11.33\|535828;2026-08-13\|13.72\|10.02\|12.30\|13.72\|12.10\|1428297;2026-08-14\|12.57\|-8.38\|13.72\|14.20\|12.37\|1493267;2026-08-17\|12.55\|-0.16\|12.82\|13.00\|12.31\|852810;2026-08-18\|12.26\|-2.31\|12.56\|12.73\|12.09\|600901;2026-08-19\|11.52\|-6.04\|12.27\|12.29\|11.48\|528596;2026-08-20\|11.51\|-0.09\|11.75\|11.85\|11.40\|393146;2026-08-21\|11.31\|-1.74\|11.47\|11.49\|11.16\|324044;2026-08-24\|11.02\|-2.56\|11.31\|11.39\|10.82\|349755;2026-08-25\|11.14\|1.09\|11.01\|11.17\|10.85\|361344;2026-08-26\|10.91\|-2.06\|11.07\|11.16\|10.76\|360373;2026-08-27\|11.09\|1.65\|10.91\|11.25\|10.89\|436487;2026-08-28\|11.15\|0.54\|11.36\|11.45\|11.03\|757527;2026-08-31\|11.88\|6.55\|11.14\|11.98\|11.10\|1016032;2026-09-01\|11.94\|0.51\|11.80\|12.30\|11.49\|1088664;2026-09-02\|12.06\|1.00\|11.80\|12.38\|11.70\|922935;2026-09-03\|12.09\|0.25\|11.94\|12.50\|11.85\|828196;2026-09-04\|12.39\|2.48\|11.91\|12.50\|11.81\|952292;2026-09-07\|12.19\|-1.61\|12.16\|12.25\|11.90\|662064;2026-09-08\|12.62\|3.53\|12.33\|13.40\|12.11\|1076872;2026-09-09\|12.91\|2.30\|12.30\|12.97\|11.68\|1051134;2026-09-10\|12.06\|-6.58\|12.63\|12.88\|12.01\|730081
121892	中报业绩密集披露	中报预增+华为鲸鸿+互联网媒体+广告行业原因：据华创证券7月12日研报，大语言模型及多模态模型能力提升将带动广告行业从底层架构到投放模式全面升级，广告营销行业高频决策、目标函数清晰等特点有望助推新一代垂直智能体在广告营销领域优先诞生。公司原因： 1、据2026年7月15日公告，公司预计2026年上半年归属于上市公司股东的净利润为1.35亿元至1.45亿元，同比增长63.69%至75.81%，主要系主营业务稳健发展，其中互联网媒体业务利润同比增长，且转让参股公司股权确认投资收益约0.67亿元。 2、据2025年年报及2026年7月3日互动易，公司自2021年9月起成为华为鲸鸿动能广告代理商，2025年持续保持铂金服务商级别，2026年代理业务正常有序开展，该平台作为整合华为全场景生态流量的数字化营销平台，触达用户规模超7亿。 3、据2025年年报，公司互联网媒体业务在PC端与移动端双线并行，移动端产品矩阵拥有超四百万月活用户，该业务报告期内实现收入同比增长56.96%，毛利同比增长87.92%。	公司预计上半年净利润同比增长63.69%至75.81%，报告期内，公司主营业务稳健发展，为本期净利润提供稳定支撑，其中互联网媒体业务保持了较好的盈利能力，利润同比增长；公司对外转让参股公司上海邑炎信息科技有限公司22.4128%的股权确认投资收益约为0.67亿元，计入非经常性损益，相关事项已于2026年6月完成	2026-05-07\|7.52\|0.67\|7.47\|7.54\|7.38\|227433;2026-05-08\|7.57\|0.66\|7.54\|7.69\|7.53\|237965;2026-05-11\|7.51\|-0.79\|7.60\|7.62\|7.46\|232614;2026-05-12\|7.34\|-2.26\|7.50\|7.52\|7.34\|202549;2026-05-13\|7.43\|1.23\|7.33\|7.47\|7.30\|160411;2026-05-14\|7.10\|-4.44\|7.50\|7.52\|7.10\|276506;2026-05-15\|7.13\|0.42\|7.11\|7.28\|7.07\|205567;2026-05-18\|7.19\|0.84\|7.09\|7.26\|7.06\|177133;2026-05-19\|7.32\|1.81\|7.19\|7.37\|7.16\|201352;2026-05-20\|7.01\|-4.24\|7.29\|7.29\|7.00\|257755;2026-05-21\|6.80\|-3.00\|7.03\|7.17\|6.78\|273358;2026-05-22\|6.81\|0.15\|6.80\|6.88\|6.67\|208299;2026-05-25\|6.13\|-9.99\|6.66\|6.75\|6.13\|532923;2026-05-26\|6.11\|-0.33\|6.03\|6.28\|5.97\|579536;2026-05-27\|5.83\|-4.58\|6.12\|6.19\|5.77\|520285;2026-05-28\|5.83\|0.00\|5.83\|5.87\|5.62\|368315;2026-05-29\|5.76\|-1.20\|5.83\|5.95\|5.71\|296013;2026-06-01\|6.07\|5.38\|5.77\|6.19\|5.76\|412060;2026-06-02\|5.93\|-2.31\|6.06\|6.09\|5.89\|257487;2026-06-03\|5.78\|-2.53\|5.92\|5.92\|5.71\|222097;2026-06-04\|5.69\|-1.56\|5.73\|5.87\|5.64\|275800;2026-06-05\|5.77\|1.41\|5.71\|5.87\|5.61\|239557;2026-06-08\|5.67\|-1.73\|5.61\|5.81\|5.58\|244992;2026-06-09\|5.73\|1.06\|5.68\|5.78\|5.57\|254826;2026-06-10\|5.73\|0.00\|5.71\|5.84\|5.62\|249692;2026-06-11\|5.47\|-4.54\|5.69\|5.69\|5.43\|299144;2026-06-12\|5.57\|1.83\|5.51\|5.62\|5.43\|240800;2026-06-15\|5.58\|0.18\|5.58\|5.68\|5.51\|271873;2026-06-16\|5.64\|1.08\|5.56\|5.67\|5.47\|254473;2026-06-17\|5.50\|-2.48\|5.60\|5.67\|5.46\|247716;2026-06-18\|5.46\|-0.73\|5.45\|5.54\|5.40\|262972;2026-06-22\|5.60\|2.56\|5.43\|5.61\|5.23\|469480;2026-06-23\|5.62\|0.36\|5.70\|5.90\|5.59\|385418;2026-06-24\|5.37\|-4.45\|5.63\|5.64\|5.31\|317383;2026-06-25\|5.24\|-2.42\|5.33\|5.37\|5.20\|258905;2026-06-26\|5.07\|-3.24\|5.19\|5.26\|5.01\|304239;2026-06-29\|5.10\|0.59\|5.08\|5.14\|4.95\|284118;2026-06-30\|5.11\|0.20\|5.10\|5.19\|5.03\|216328;2026-07-01\|5.27\|3.13\|5.11\|5.43\|5.06\|356537;2026-07-02\|5.28\|0.19\|5.25\|5.49\|5.25\|397756;2026-07-03\|5.33\|0.95\|5.30\|5.39\|5.21\|300869;2026-07-06\|5.23\|-1.88\|5.31\|5.38\|5.22\|229054;2026-07-07\|5.10\|-2.49\|5.21\|5.29\|5.08\|217164;2026-07-08\|5.18\|1.57\|5.09\|5.21\|5.06\|260413;2026-07-09\|5.17\|-0.19\|5.17\|5.27\|5.06\|303247;2026-07-10\|5.33\|3.09\|5.13\|5.49\|5.04\|476647;2026-07-13\|5.13\|-3.75\|5.30\|5.38\|5.11\|343867;2026-07-14\|5.14\|0.19\|5.12\|5.16\|5.02\|283453;2026-07-15\|5.65\|9.92\|5.38\|5.65\|5.34\|484950;2026-07-16\|6.22\|10.09\|5.65\|6.22\|5.65\|832372;2026-07-17\|6.84\|9.97\|6.65\|6.84\|6.36\|2571447;2026-07-20\|6.34\|-7.31\|6.55\|6.73\|6.22\|2137278;2026-07-21\|6.92\|9.15\|6.36\|6.97\|6.34\|2830413;2026-07-22\|6.92\|0.00\|6.49\|7.23\|6.24\|2674280;2026-07-23\|6.90\|-0.29\|6.66\|6.94\|6.44\|1600945;2026-07-24\|6.47\|-6.23\|6.67\|7.19\|6.45\|1618197;2026-07-27\|7.12\|10.05\|6.43\|7.12\|6.17\|1248727;2026-07-28\|7.45\|4.63\|7.20\|7.82\|6.96\|2750806;2026-07-29\|7.17\|-3.76\|7.18\|7.37\|6.88\|1794978;2026-07-30\|6.81\|-5.02\|7.00\|7.36\|6.75\|1557878;2026-07-31\|7.49\|9.99\|6.60\|7.49\|6.60\|1404565;2026-08-03\|7.59\|1.34\|7.78\|7.94\|7.45\|2163218;2026-08-04\|7.64\|0.66\|7.58\|7.89\|7.51\|1862928;2026-08-05\|7.85\|2.75\|7.60\|7.88\|7.53\|2022919;2026-08-06\|7.50\|-4.46\|7.65\|7.75\|7.40\|1352490;2026-08-07\|7.66\|2.13\|7.51\|8.25\|7.21\|2595701;2026-08-10\|7.48\|-2.35\|7.62\|7.75\|7.38\|1564872;2026-08-11\|7.37\|-1.47\|7.43\|7.60\|7.35\|956093;2026-08-12\|7.42\|0.68\|7.42\|7.65\|7.25\|1071394;2026-08-13\|7.02\|-5.39\|7.34\|7.56\|7.01\|1479707;2026-08-14\|7.36\|4.84\|7.09\|7.72\|7.01\|2194693;2026-08-17\|7.00\|-4.89\|7.21\|7.30\|6.79\|1755452;2026-08-18\|6.66\|-4.86\|7.07\|7.08\|6.58\|1089178;2026-08-19\|6.38\|-4.20\|6.60\|6.63\|6.38\|622957;2026-08-20\|6.49\|1.72\|6.45\|6.54\|6.35\|510401;2026-08-21\|6.47\|-0.31\|6.41\|6.48\|6.36\|399784;2026-08-24\|6.44\|-0.46\|6.46\|6.51\|6.34\|395994;2026-08-25\|6.73\|4.50\|6.40\|6.75\|6.38\|777244;2026-08-26\|6.69\|-0.59\|6.72\|6.79\|6.60\|503021;2026-08-27\|6.70\|0.15\|6.67\|6.72\|6.62\|407338;2026-08-28\|6.67\|-0.45\|6.75\|6.82\|6.65\|600169;2026-08-31\|6.89\|3.30\|6.56\|6.90\|6.53\|793858;2026-09-01\|7.19\|4.35\|6.87\|7.26\|6.84\|1071691;2026-09-02\|7.07\|-1.67\|7.16\|7.18\|7.01\|620355;2026-09-03\|6.96\|-1.56\|7.10\|7.23\|6.90\|618032;2026-09-04\|7.10\|2.01\|7.07\|7.30\|7.05\|795977;2026-09-07\|7.08\|-0.28\|7.06\|7.12\|6.97\|450980;2026-09-08\|7.15\|0.99\|7.08\|7.19\|7.00\|479506;2026-09-09\|6.92\|-3.22\|7.08\|7.11\|6.83\|545780;2026-09-10\|6.90\|-0.29\|6.86\|7.14\|6.78\|421278
121891	中报业绩密集披露	2026中报预增+短剧/漫剧+卫星通信行业原因：国元证券发布研报称，近期人工智能技术应用持续落地，国产大模型的价值持续显现。建议持续关注人工智能应用层面的最新发展动态，特别是具备相关技术与用户生态优势，能充分受惠于下游企业人工智能部署增效的上市公司。公司原因： 1、据2026年7月10日公告，公司预计2026年上半年归母净利润4000万元至5500万元，同比增长1428.58%至2001.80%，主要系短剧、漫剧等内容商业模式快速迭代，市场推广需求显著提升，公司互联网业务收入实现增长。 2、据2026年5月20日投资者关系活动记录表，公司互联网营销业务实质系在腾讯、头条等媒体平台采购电子币转而销售给广告主或代理商，并已升级为集流量整合、精细化投放、转化变现及漫剧创作等增值服务于一体的综合型数字营销服务商。 3、据2025年年报及2026年5月20日投资者关系活动记录表，公司卫星通信运营业务2025年收入1.92亿元，同比增长11.32%；2026年初投资卫星产业链相关企业，并开发All-in-One一体化移动网络解决方案，开拓陆地卫星通信服务市场。	公司预计上半年净利同比增1429%—2002%，报告期内，公司互联网业务收入实现增长，主要受市场需求波动驱动。2025年第四季度以来，短剧、漫剧等内容商业模式快速迭代，市场推广需求显著提升，行业迎来阶段性红利窗口。公司紧抓市场机遇，积极布局相关业务，有效把握流量与变现机会，推动互联网业务收入实现增长。	2026-05-07\|15.32\|2.61\|15.01\|15.55\|14.63\|1613225;2026-05-08\|14.70\|-4.05\|14.68\|15.29\|14.33\|1472764;2026-05-11\|15.42\|4.90\|14.88\|15.50\|14.74\|1536524;2026-05-12\|15.00\|-2.72\|15.28\|15.98\|14.83\|1583434;2026-05-13\|15.08\|0.53\|14.96\|15.30\|14.82\|1093863;2026-05-14\|14.31\|-5.11\|14.98\|15.12\|14.30\|1069602;2026-05-15\|14.21\|-0.70\|14.54\|14.79\|14.10\|726742;2026-05-18\|14.20\|-0.07\|14.19\|14.47\|14.11\|537574;2026-05-19\|13.98\|-1.55\|14.08\|14.33\|13.73\|620135;2026-05-20\|13.65\|-2.36\|13.85\|14.10\|13.50\|608386;2026-05-21\|12.97\|-4.98\|13.69\|13.88\|12.93\|611796;2026-05-22\|13.53\|4.32\|13.16\|13.54\|12.90\|507755;2026-05-25\|13.68\|1.11\|13.54\|13.74\|13.15\|494769;2026-05-26\|13.09\|-4.31\|13.60\|13.60\|12.85\|502006;2026-05-27\|12.65\|-3.36\|13.09\|13.17\|12.52\|400327;2026-05-28\|12.99\|2.69\|12.60\|13.07\|12.47\|400715;2026-05-29\|12.20\|-6.08\|12.99\|13.13\|12.09\|462428;2026-06-01\|12.25\|0.41\|12.21\|12.56\|12.16\|330352;2026-06-02\|12.08\|-1.39\|12.25\|12.28\|11.72\|311934;2026-06-03\|12.11\|0.25\|12.08\|12.44\|11.97\|381088;2026-06-04\|11.82\|-2.39\|11.99\|12.06\|11.71\|337947;2026-06-05\|12.30\|4.06\|12.04\|12.68\|11.91\|869479;2026-06-08\|11.84\|-3.74\|11.89\|12.47\|11.73\|574752;2026-06-09\|12.03\|1.60\|11.91\|12.04\|11.68\|388717;2026-06-10\|11.59\|-3.66\|11.90\|12.06\|11.47\|358957;2026-06-11\|11.33\|-2.24\|11.46\|11.48\|11.15\|316720;2026-06-12\|11.51\|1.59\|11.54\|11.77\|11.43\|318625;2026-06-15\|11.71\|1.74\|11.60\|11.74\|11.48\|291676;2026-06-16\|11.96\|2.13\|11.72\|12.06\|11.52\|387941;2026-06-17\|11.79\|-1.42\|11.83\|11.95\|11.66\|302825;2026-06-18\|11.69\|-0.85\|11.71\|11.89\|11.48\|306721;2026-06-22\|11.73\|0.34\|11.61\|11.80\|11.12\|445290;2026-06-23\|11.22\|-4.35\|11.68\|11.68\|11.13\|344403;2026-06-24\|11.11\|-0.98\|11.23\|11.27\|10.93\|318513;2026-06-25\|10.67\|-3.96\|11.12\|11.13\|10.59\|424360;2026-06-26\|10.30\|-3.47\|10.54\|10.60\|10.11\|403938;2026-06-29\|10.00\|-2.91\|10.21\|10.25\|9.88\|361884;2026-06-30\|10.30\|3.00\|10.00\|10.40\|9.88\|357786;2026-07-01\|10.49\|1.84\|10.25\|10.58\|10.23\|328399;2026-07-02\|10.40\|-0.86\|10.45\|10.72\|10.36\|382608;2026-07-03\|10.69\|2.79\|10.42\|10.79\|10.41\|438051;2026-07-06\|10.12\|-5.33\|10.75\|10.77\|10.12\|356589;2026-07-07\|9.92\|-1.98\|10.12\|10.40\|9.90\|299614;2026-07-08\|9.77\|-1.51\|9.94\|10.01\|9.69\|256435;2026-07-09\|9.95\|1.84\|9.64\|9.95\|9.50\|315842;2026-07-10\|10.95\|10.05\|10.95\|10.95\|10.95\|96599;2026-07-13\|11.60\|5.94\|11.49\|12.00\|11.18\|1640309;2026-07-14\|10.44\|-10.00\|11.09\|11.17\|10.44\|335334;2026-07-15\|10.43\|-0.10\|10.04\|10.82\|10.04\|944497;2026-07-16\|11.18\|7.19\|10.20\|11.47\|10.13\|1383863;2026-07-17\|11.51\|2.95\|11.19\|11.80\|11.11\|1438376;2026-07-20\|11.18\|-2.87\|11.40\|11.89\|11.03\|1311683;2026-07-21\|11.66\|4.29\|11.17\|11.66\|10.83\|1228510;2026-07-22\|11.40\|-2.23\|11.43\|11.96\|11.01\|1062255;2026-07-23\|11.03\|-3.25\|11.18\|11.37\|10.77\|880757;2026-07-24\|10.33\|-6.35\|10.73\|10.97\|10.33\|673139;2026-07-27\|10.68\|3.39\|10.21\|10.69\|9.97\|581891;2026-07-28\|10.82\|1.31\|10.58\|11.20\|10.52\|651596;2026-07-29\|10.70\|-1.11\|10.70\|10.87\|10.47\|472826;2026-07-30\|10.21\|-4.58\|10.58\|10.98\|10.16\|610942;2026-07-31\|11.23\|9.99\|10.54\|11.23\|10.52\|1186072;2026-08-03\|11.26\|0.27\|11.36\|11.46\|10.97\|934803;2026-08-04\|11.60\|3.02\|11.48\|11.64\|11.31\|817097;2026-08-05\|11.80\|1.72\|11.77\|11.95\|11.62\|836854;2026-08-06\|11.79\|-0.08\|11.75\|12.09\|11.65\|797742;2026-08-07\|11.93\|1.19\|11.88\|12.10\|11.63\|717139;2026-08-10\|11.90\|-0.25\|11.92\|11.96\|11.62\|512019;2026-08-11\|11.67\|-1.93\|11.88\|11.89\|11.64\|397884;2026-08-12\|11.99\|2.74\|11.66\|12.07\|11.59\|550977;2026-08-13\|11.79\|-1.67\|12.10\|12.44\|11.78\|686398;2026-08-14\|12.16\|3.14\|11.89\|12.87\|11.85\|1046931;2026-08-17\|12.08\|-0.66\|12.27\|12.30\|11.90\|630108;2026-08-18\|11.58\|-4.14\|12.10\|12.15\|11.46\|811312;2026-08-19\|10.53\|-9.07\|11.34\|11.44\|10.51\|744111;2026-08-20\|10.43\|-0.95\|10.73\|10.76\|10.34\|440527;2026-08-21\|10.40\|-0.29\|10.43\|10.45\|10.16\|335541;2026-08-24\|10.82\|4.04\|10.46\|11.38\|10.46\|942256;2026-08-25\|10.69\|-1.20\|10.52\|10.75\|10.25\|606771;2026-08-26\|10.62\|-0.65\|10.69\|10.80\|10.47\|449389;2026-08-27\|10.78\|1.51\|10.67\|10.78\|10.59\|453945;2026-08-28\|10.63\|-1.39\|10.83\|10.88\|10.61\|487930;2026-08-31\|11.06\|4.05\|10.44\|11.07\|10.40\|646832;2026-09-01\|11.03\|-0.27\|11.06\|11.24\|10.92\|540456;2026-09-02\|10.81\|-1.99\|10.90\|10.97\|10.77\|330307;2026-09-03\|10.72\|-0.83\|10.86\|10.90\|10.63\|276512;2026-09-04\|10.75\|0.28\|10.80\|11.13\|10.68\|474255;2026-09-07\|10.67\|-0.74\|10.76\|10.81\|10.58\|338402;2026-09-08\|10.78\|1.03\|10.74\|11.03\|10.70\|509518;2026-09-09\|10.55\|-2.13\|10.72\|10.74\|10.45\|450502;2026-09-10\|10.41\|-1.33\|10.46\|10.52\|10.34\|230731
121890	中报业绩密集披露	2026中报预增+人形机器人+灵巧手行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年7月2日公告，公司预计2026年上半年归母净利润1.84亿元至1.96亿元，同比增长55%至65%，主要系下游自动化设备市场回暖、公司订单好转及新兴业务放量带动。 2、据2026年5月14日机构调研，公司无框力矩电机2025年交付超12万台，同比增20倍以上；行星关节模组、谐波关节模组及21自由度灵巧手已获数十家主流人形机器人客户订单并批量供货，正建设年产200万台自动化产线。 3、公司是智能装备运动控制领域的行业领军企业，深耕智能制造主赛道，并以机器人核心部件为第二增长曲线，其机器人产品已进入国内80%主流人形机器人厂商供应体系。	国内智能装备运动控制领域龙头，预计中报净利润同比增长55%-65%，因“报告期内，公司业务订单情况有较大好转，叠加公司持续加大对重点战略性行业以及新兴业务领域的市场开拓力度，相关业务收入贡献逐步提升，对整体业绩形成积极带动。公司在新兴业务与第二增长曲线，也取得较大突破与显著增长。”	2026-05-07\|45.01\|1.40\|44.38\|45.19\|43.81\|85899;2026-05-08\|49.51\|10.00\|46.52\|49.51\|46.52\|324689;2026-05-11\|53.91\|8.89\|50.07\|54.46\|49.18\|513962;2026-05-12\|53.61\|-0.56\|54.00\|55.20\|52.83\|288429;2026-05-13\|52.96\|-1.21\|53.62\|53.90\|52.66\|168725;2026-05-14\|54.36\|2.64\|53.91\|56.50\|53.18\|230054;2026-05-15\|59.80\|10.01\|55.00\|59.80\|54.68\|207368;2026-05-18\|65.09\|8.85\|61.59\|65.78\|61.50\|434100;2026-05-19\|66.39\|2.00\|65.00\|66.94\|64.20\|358784;2026-05-20\|63.15\|-4.88\|65.74\|66.86\|63.07\|320245;2026-05-21\|62.81\|-0.54\|63.02\|66.35\|61.57\|347833;2026-05-22\|61.03\|-2.83\|62.78\|62.97\|59.89\|289189;2026-05-25\|61.10\|0.11\|61.49\|62.11\|59.87\|218890;2026-05-26\|59.24\|-3.04\|61.23\|63.00\|58.20\|340978;2026-05-27\|56.35\|-4.88\|58.55\|60.28\|55.96\|278625;2026-05-28\|56.99\|1.14\|56.79\|57.69\|55.56\|193912;2026-05-29\|54.52\|-4.33\|57.01\|57.83\|53.92\|157899;2026-06-01\|51.79\|-5.01\|53.97\|54.54\|51.60\|133741;2026-06-02\|51.32\|-0.91\|52.38\|52.74\|50.91\|117821;2026-06-03\|52.50\|2.30\|51.34\|54.59\|50.73\|158883;2026-06-04\|53.16\|1.26\|52.40\|54.44\|52.12\|126761;2026-06-05\|55.69\|4.76\|53.00\|57.27\|51.05\|225776;2026-06-08\|54.70\|-1.78\|53.01\|56.56\|53.00\|236493;2026-06-09\|54.86\|0.29\|55.79\|55.99\|53.61\|195423;2026-06-10\|52.52\|-4.27\|54.12\|55.44\|51.80\|167123;2026-06-11\|51.11\|-2.68\|52.02\|52.52\|50.63\|144759;2026-06-12\|50.51\|-1.17\|51.68\|52.94\|49.98\|134282;2026-06-15\|51.39\|1.74\|50.42\|51.85\|49.87\|101461;2026-06-16\|52.95\|3.04\|51.10\|53.78\|50.90\|94612;2026-06-17\|55.96\|5.68\|52.63\|56.25\|52.01\|179305;2026-06-18\|55.33\|-1.13\|55.77\|55.99\|54.00\|131475;2026-06-22\|53.43\|-3.43\|55.00\|55.30\|51.90\|141079;2026-06-23\|53.89\|0.86\|52.90\|55.67\|51.79\|116404;2026-06-24\|53.14\|-1.39\|53.98\|54.66\|51.58\|98152;2026-06-25\|52.33\|-1.52\|53.14\|54.74\|51.80\|92479;2026-06-26\|51.65\|-1.30\|51.90\|54.26\|50.80\|128275;2026-06-29\|52.06\|0.79\|51.65\|52.52\|49.32\|124791;2026-06-30\|55.78\|7.15\|52.30\|56.11\|51.85\|165620;2026-07-01\|57.48\|3.05\|55.82\|58.38\|55.82\|217207;2026-07-02\|63.23\|10.00\|63.23\|63.23\|63.23\|35516;2026-07-03\|69.55\|10.00\|69.55\|69.55\|69.55\|55206;2026-07-06\|73.27\|5.35\|75.00\|76.51\|72.50\|594121;2026-07-07\|69.30\|-5.42\|72.85\|73.49\|68.32\|404104;2026-07-08\|64.12\|-7.47\|67.82\|68.58\|63.33\|251238;2026-07-09\|65.14\|1.59\|64.81\|65.94\|62.32\|174861;2026-07-10\|66.01\|1.34\|64.77\|70.50\|64.64\|247373;2026-07-13\|61.75\|-6.45\|64.65\|66.30\|61.50\|184645;2026-07-14\|61.60\|-0.24\|62.50\|62.99\|60.13\|126928;2026-07-15\|61.84\|0.80\|62.45\|62.90\|59.80\|157894;2026-07-16\|58.51\|-5.38\|60.54\|62.25\|58.16\|167111;2026-07-17\|56.00\|-4.29\|59.10\|59.48\|55.00\|172203;2026-07-20\|52.99\|-5.38\|57.29\|58.16\|51.42\|188968;2026-07-21\|56.56\|6.74\|53.94\|56.58\|51.18\|176864;2026-07-22\|57.70\|2.02\|56.12\|57.95\|54.85\|173171;2026-07-23\|60.06\|4.09\|56.00\|61.58\|55.78\|190483;2026-07-24\|58.28\|-2.96\|59.00\|60.34\|57.50\|110353;2026-07-27\|60.15\|3.21\|58.08\|61.07\|57.88\|113692;2026-07-28\|57.34\|-4.67\|59.59\|59.91\|57.02\|112476;2026-07-29\|57.65\|0.54\|58.00\|58.77\|55.95\|134523;2026-07-30\|52.15\|-9.54\|58.00\|58.00\|52.05\|154351;2026-07-31\|57.37\|10.01\|55.00\|57.37\|54.33\|133363;2026-08-03\|56.32\|-1.83\|57.82\|59.38\|55.82\|156318;2026-08-04\|56.75\|0.76\|56.32\|57.29\|54.66\|132411;2026-08-05\|60.02\|5.76\|56.41\|60.90\|56.09\|190538;2026-08-06\|60.39\|0.62\|59.52\|61.62\|59.18\|163246;2026-08-07\|60.82\|0.71\|60.85\|61.49\|58.87\|170790;2026-08-10\|58.85\|-3.24\|61.09\|61.50\|58.36\|143330;2026-08-11\|60.80\|3.31\|58.50\|61.39\|57.50\|204492;2026-08-12\|59.79\|-1.66\|60.10\|60.67\|59.02\|134524;2026-08-13\|61.31\|2.54\|60.14\|62.64\|59.59\|214030;2026-08-14\|60.42\|-1.45\|61.00\|61.46\|59.10\|153411;2026-08-17\|61.75\|2.20\|60.43\|61.85\|59.35\|135369;2026-08-18\|62.06\|0.50\|61.68\|62.86\|60.80\|195572;2026-08-19\|55.85\|-10.01\|60.08\|60.20\|55.85\|181543;2026-08-20\|54.54\|-2.35\|55.85\|55.85\|52.11\|166011;2026-08-21\|55.42\|1.61\|54.49\|56.20\|53.55\|105480;2026-08-24\|54.15\|-2.29\|55.30\|56.00\|53.00\|89601;2026-08-25\|55.40\|2.31\|53.69\|56.10\|52.72\|82778;2026-08-26\|55.29\|-0.20\|55.40\|56.25\|54.67\|74047;2026-08-27\|56.20\|1.65\|56.02\|56.87\|55.21\|92347;2026-08-28\|56.41\|0.37\|56.40\|59.20\|56.35\|138727;2026-08-31\|57.15\|1.31\|55.50\|57.46\|55.07\|104829;2026-09-01\|55.40\|-3.06\|57.07\|57.38\|55.00\|87268;2026-09-02\|54.28\|-2.02\|54.00\|54.99\|53.90\|57430;2026-09-03\|55.05\|1.42\|54.88\|56.00\|54.13\|61605;2026-09-04\|53.02\|-3.69\|55.22\|56.30\|52.66\|88272;2026-09-07\|54.33\|2.47\|52.95\|54.98\|52.86\|73362;2026-09-08\|53.38\|-1.75\|54.18\|54.83\|53.20\|51152;2026-09-09\|52.96\|-0.79\|53.48\|54.46\|52.73\|45951;2026-09-10\|51.91\|-1.98\|52.66\|52.99\|51.87\|45782
121889	美股光通信板块集体大涨	光纤涨价+铜箔+特高压行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2025年半年报及2025年年报，公司重点布局新能源汽车锂电池超薄铜箔产业，全资子公司江西杭电铜箔年产5万吨项目一期工程已进入试生产阶段，锂电铜箔产品已导入国内主流新能源储能企业供应链体系，电子电路铜箔进入生益科技等头部企业供应链。 2、据2026年4月22日一季报，公司一季度归母净利润8084.19万元，同比增长279.96%，主要系子公司永特信息光纤销量增长且销售价格大幅上涨带来较高效益。 3、据2025年年度报告，公司是国家电网和南方电网高压、超高压电力电缆和特高压导线的主要供应商，导线产品涵盖1100kV及以下特高压高压导线全等级产品。	公司地处杭州，是国网杭州供电公司重要的电缆供应商和技术合作伙伴，具备光通信“光棒—光纤—光缆”一体化产业链，光缆产品通过参与电信运营商招投标实现销售	2026-05-07\|34.20\|10.00\|32.62\|34.20\|32.45\|440107;2026-05-08\|37.62\|10.00\|34.48\|37.62\|34.48\|962389;2026-05-11\|37.30\|-0.85\|39.20\|40.00\|35.50\|1300372;2026-05-12\|40.45\|8.45\|37.50\|41.03\|37.30\|1200177;2026-05-13\|39.43\|-2.52\|38.76\|41.24\|38.76\|1005572;2026-05-14\|37.80\|-4.13\|39.48\|39.83\|37.69\|604826;2026-05-15\|36.40\|-3.70\|37.80\|37.98\|36.00\|505105;2026-05-18\|38.60\|6.04\|36.39\|39.48\|36.30\|921704;2026-05-19\|38.71\|0.28\|37.30\|38.87\|35.89\|765659;2026-05-20\|42.58\|10.00\|38.48\|42.58\|37.98\|646994;2026-05-21\|40.27\|-5.43\|43.88\|44.50\|39.85\|1093574;2026-05-22\|40.53\|0.65\|40.30\|42.20\|39.60\|816082;2026-05-25\|37.95\|-6.37\|40.53\|40.53\|36.81\|862636;2026-05-26\|35.16\|-7.35\|37.95\|37.95\|34.27\|736546;2026-05-27\|35.80\|1.82\|35.27\|38.25\|33.72\|1001320;2026-05-28\|38.83\|8.46\|34.94\|39.37\|34.53\|975494;2026-05-29\|42.71\|9.99\|38.00\|42.71\|36.99\|1391338;2026-06-01\|38.44\|-10.00\|40.00\|40.58\|38.44\|761809;2026-06-02\|42.24\|9.89\|36.50\|42.28\|36.50\|1151069;2026-06-03\|43.75\|3.57\|43.93\|45.20\|41.29\|1079017;2026-06-04\|43.58\|-0.39\|42.52\|44.82\|42.01\|817241;2026-06-05\|41.71\|-4.29\|42.50\|46.44\|41.30\|935276;2026-06-08\|39.30\|-5.78\|38.97\|42.04\|38.50\|726997;2026-06-09\|41.25\|4.96\|40.38\|42.28\|39.10\|734101;2026-06-10\|39.90\|-3.27\|40.13\|40.62\|38.10\|563685;2026-06-11\|41.40\|3.76\|39.87\|41.50\|37.98\|717796;2026-06-12\|38.86\|-6.14\|41.00\|42.22\|38.74\|773698;2026-06-15\|42.75\|10.01\|39.50\|42.75\|39.40\|940144;2026-06-16\|47.03\|10.01\|43.98\|47.03\|43.88\|390269;2026-06-17\|51.73\|9.99\|48.00\|51.73\|48.00\|309981;2026-06-18\|51.77\|0.08\|51.00\|53.28\|49.86\|887730;2026-06-22\|55.11\|6.45\|52.81\|55.51\|50.21\|865406;2026-06-23\|52.81\|-4.17\|53.50\|55.70\|52.00\|597061;2026-06-24\|54.48\|3.16\|51.20\|55.38\|51.20\|715817;2026-06-25\|57.19\|4.97\|55.35\|57.21\|53.01\|777217;2026-06-26\|52.00\|-9.07\|56.97\|57.00\|51.47\|759012;2026-06-29\|49.29\|-5.21\|52.21\|52.98\|48.29\|671118;2026-06-30\|49.88\|1.20\|50.40\|50.90\|48.65\|475985;2026-07-01\|49.84\|-0.08\|49.50\|51.38\|47.75\|636421;2026-07-02\|47.59\|-4.51\|47.00\|50.88\|45.01\|614102;2026-07-03\|49.00\|2.96\|47.59\|50.86\|46.60\|549860;2026-07-06\|44.10\|-10.00\|51.00\|51.99\|44.10\|972618;2026-07-07\|39.69\|-10.00\|40.48\|42.00\|39.69\|575757;2026-07-08\|36.50\|-8.04\|39.00\|39.69\|36.50\|849677;2026-07-09\|36.61\|0.30\|37.60\|37.60\|34.30\|894564;2026-07-10\|35.21\|-3.82\|36.30\|39.07\|35.20\|802251;2026-07-13\|31.69\|-10.00\|34.18\|34.88\|31.69\|555813;2026-07-14\|33.69\|6.31\|31.68\|33.76\|30.91\|600875;2026-07-15\|32.53\|-3.44\|34.68\|34.88\|32.38\|506376;2026-07-16\|29.95\|-7.93\|31.50\|32.39\|29.57\|516847;2026-07-17\|27.90\|-6.84\|30.01\|30.40\|27.40\|515681;2026-07-20\|26.29\|-5.77\|28.78\|29.44\|25.30\|557700;2026-07-21\|27.28\|3.77\|26.33\|27.35\|23.66\|826365;2026-07-22\|25.65\|-5.98\|26.80\|27.60\|25.33\|637332;2026-07-23\|27.32\|6.51\|25.66\|28.22\|25.60\|1089088;2026-07-24\|24.64\|-9.81\|26.38\|26.88\|24.60\|830493;2026-07-27\|25.88\|5.03\|24.76\|26.05\|24.31\|643910;2026-07-28\|23.92\|-7.57\|25.39\|26.14\|23.60\|538398;2026-07-29\|23.10\|-3.43\|24.07\|24.25\|22.06\|555165;2026-07-30\|21.56\|-6.67\|23.07\|23.84\|21.12\|556576;2026-07-31\|22.39\|3.85\|23.00\|23.72\|22.35\|913274;2026-08-03\|22.95\|2.50\|21.80\|23.12\|21.80\|660114;2026-08-04\|23.84\|3.88\|23.50\|24.15\|23.03\|797916;2026-08-05\|26.22\|9.98\|22.80\|26.22\|22.80\|1055755;2026-08-06\|26.51\|1.11\|26.68\|27.26\|25.68\|1034211;2026-08-07\|27.65\|4.30\|26.76\|28.00\|26.30\|1067024;2026-08-10\|27.02\|-2.28\|28.03\|28.14\|26.32\|780049;2026-08-11\|27.10\|0.30\|26.75\|27.80\|26.22\|656264;2026-08-12\|28.31\|4.46\|27.01\|28.66\|26.88\|870776;2026-08-13\|27.15\|-4.10\|28.73\|29.38\|27.11\|936591;2026-08-14\|29.87\|10.02\|27.16\|29.87\|27.15\|1132083;2026-08-17\|30.70\|2.78\|30.95\|31.13\|29.98\|1261228;2026-08-18\|29.50\|-3.91\|30.70\|31.18\|29.23\|925352;2026-08-19\|26.55\|-10.00\|28.00\|28.58\|26.55\|671433;2026-08-20\|27.74\|4.48\|26.96\|28.40\|26.18\|677790;2026-08-21\|28.53\|2.85\|27.45\|29.17\|26.80\|728307;2026-08-24\|27.80\|-2.56\|28.60\|28.77\|26.96\|554188;2026-08-25\|29.02\|4.39\|27.02\|29.98\|26.22\|850692;2026-08-26\|31.92\|9.99\|31.00\|31.92\|31.00\|794684;2026-08-27\|35.11\|9.99\|33.50\|35.11\|33.50\|669805;2026-08-28\|35.92\|2.31\|38.61\|38.62\|35.65\|1909500;2026-08-31\|34.99\|-2.59\|34.63\|36.20\|34.08\|1180197;2026-09-01\|33.84\|-3.29\|35.02\|35.22\|33.70\|816999;2026-09-02\|37.22\|9.99\|33.00\|37.22\|33.00\|1322779;2026-09-03\|39.25\|5.45\|38.40\|40.15\|36.80\|1682267;2026-09-04\|36.46\|-7.11\|39.35\|39.50\|36.06\|1242460;2026-09-07\|36.96\|1.37\|36.77\|37.40\|35.29\|942750;2026-09-08\|40.11\|8.52\|36.95\|40.66\|36.70\|1549444;2026-09-09\|41.58\|3.66\|40.14\|44.00\|38.72\|1691715;2026-09-10\|39.30\|-5.48\|39.50\|40.28\|38.77\|1052285
121888	美股光通信板块集体大涨	涨停揭秘：公司拟定增20亿元加码AIDC光纤预制棒项目，人形机器人专用高柔韧性线缆已用于优必选并送样智元机器人，切入AI算力与具身智能双赛道；涨停缘由：一季报净利润同比增长110.36%；央视报道光纤价格暴涨650%强化材料端逻辑；2026太空算力大会推动算力基建加速；人形机器人量产在即，线缆需求放量可期；资金逻辑：主力资金连续多日净流入，机构调研密集，大宗交易溢价成交频现，显示产业资本高度认可；风险提示：定增尚未获批，项目落地存在不确定性；人形机器人线缆订单尚未落地，收入贡献滞后；原材料价格波动影响毛利	1、公司一季报净利润同比增长110.36%，拟定增募资不超20亿元加码AIDC光纤预制棒项目； 2、公司为环首都太行山能源信息技术产业基地项目、“全国一体化算力网络”和林格尔数据中心集群绿色能源供给示范项目、阿里巴巴张北云计算数据中心工程等提供高效、节能、安全、环保的创新解决方案； 3、公司人形机器人线缆已应用于优必选产品，并送样智元机器人，采用高柔韧性材料，具备抗弯折和扭转性能	2026-05-07\|19.57\|7.29\|18.80\|19.58\|18.51\|1141301;2026-05-08\|18.93\|-3.27\|19.06\|19.39\|18.91\|842125;2026-05-11\|20.82\|9.98\|19.39\|20.82\|19.39\|1235965;2026-05-12\|22.90\|9.99\|21.46\|22.90\|21.31\|671837;2026-05-13\|23.07\|0.74\|23.01\|23.50\|22.44\|1795199;2026-05-14\|21.63\|-6.24\|23.10\|23.45\|21.62\|1145118;2026-05-15\|21.63\|0.00\|21.63\|22.96\|20.70\|1343192;2026-05-18\|21.28\|-1.62\|21.32\|21.68\|20.90\|847740;2026-05-19\|21.50\|1.03\|21.30\|21.80\|20.56\|890449;2026-05-20\|22.15\|3.02\|21.45\|22.40\|20.88\|1059531;2026-05-21\|21.00\|-5.19\|22.59\|23.18\|20.90\|1097302;2026-05-22\|21.18\|0.86\|21.00\|21.72\|20.17\|1107418;2026-05-25\|21.00\|-0.85\|21.14\|21.21\|20.15\|905774;2026-05-26\|20.70\|-1.43\|20.98\|21.21\|19.50\|1065364;2026-05-27\|21.17\|2.27\|20.70\|21.97\|20.70\|973630;2026-05-28\|21.91\|3.50\|20.81\|22.27\|20.72\|1048905;2026-05-29\|24.10\|10.00\|22.37\|24.10\|22.37\|1341107;2026-06-01\|22.98\|-4.65\|24.00\|24.49\|22.98\|1224168;2026-06-02\|25.28\|10.01\|23.19\|25.28\|23.00\|1213752;2026-06-03\|26.90\|6.41\|25.90\|27.81\|25.48\|1907182;2026-06-04\|26.50\|-1.49\|26.50\|27.25\|26.08\|1282680;2026-06-05\|28.51\|7.58\|26.51\|29.15\|26.15\|1752854;2026-06-08\|27.45\|-3.72\|27.25\|29.08\|26.90\|1433405;2026-06-09\|29.62\|7.91\|28.07\|29.97\|27.30\|1343536;2026-06-10\|31.55\|6.52\|28.80\|31.86\|28.22\|1412412;2026-06-11\|29.50\|-6.50\|31.18\|33.55\|28.40\|1940569;2026-06-12\|32.43\|9.93\|29.90\|32.45\|29.00\|2425996;2026-06-15\|32.68\|0.77\|31.06\|33.32\|30.48\|1742590;2026-06-16\|34.00\|4.04\|32.31\|34.86\|32.01\|1598260;2026-06-17\|33.26\|-2.18\|33.30\|33.89\|32.49\|1190760;2026-06-18\|32.86\|-1.20\|33.27\|33.82\|31.59\|1070646;2026-06-22\|36.15\|10.01\|33.95\|36.15\|33.05\|1412153;2026-06-23\|36.08\|-0.19\|37.74\|38.50\|35.58\|1265568;2026-06-24\|37.77\|4.68\|35.73\|38.58\|35.73\|1089208;2026-06-25\|37.31\|-1.22\|38.00\|38.00\|36.22\|1090849;2026-06-26\|34.61\|-7.24\|37.31\|37.59\|33.93\|1176808;2026-06-29\|33.12\|-4.31\|34.26\|34.95\|31.20\|1167695;2026-06-30\|33.47\|1.06\|33.15\|34.10\|32.10\|934254;2026-07-01\|32.22\|-3.73\|34.45\|35.43\|31.60\|1150786;2026-07-02\|29.68\|-7.88\|30.60\|31.65\|29.58\|1047865;2026-07-03\|28.45\|-4.14\|29.60\|30.50\|28.45\|1089715;2026-07-06\|25.61\|-9.98\|28.44\|28.59\|25.61\|1649329;2026-07-07\|24.38\|-4.80\|26.01\|26.15\|23.99\|1054529;2026-07-08\|23.10\|-5.25\|24.80\|25.44\|23.06\|1027278;2026-07-09\|23.09\|-0.04\|23.40\|23.45\|21.40\|1342343;2026-07-10\|22.38\|-3.03\|23.50\|24.73\|22.25\|1220684;2026-07-13\|20.43\|-8.71\|22.05\|22.47\|20.36\|1024507;2026-07-14\|21.45\|4.99\|20.63\|21.55\|20.19\|864923;2026-07-15\|20.43\|-4.76\|21.75\|22.22\|20.25\|902334;2026-07-16\|18.95\|-7.24\|20.19\|20.49\|18.73\|911353;2026-07-17\|17.06\|-9.97\|18.90\|18.98\|17.06\|1013558;2026-07-20\|15.35\|-10.02\|17.04\|17.25\|15.35\|1322384;2026-07-21\|16.12\|5.02\|15.40\|16.20\|13.82\|1690475;2026-07-22\|15.25\|-5.40\|15.88\|16.37\|15.00\|1261086;2026-07-23\|15.61\|2.36\|15.57\|16.32\|15.14\|1167385;2026-07-24\|14.65\|-6.15\|15.38\|15.58\|14.52\|870418;2026-07-27\|15.48\|5.67\|14.72\|15.50\|14.45\|845057;2026-07-28\|14.43\|-6.78\|15.36\|15.71\|14.23\|896696;2026-07-29\|13.92\|-3.53\|14.28\|14.46\|13.50\|1033508;2026-07-30\|12.82\|-7.90\|13.95\|14.07\|12.62\|1005949;2026-07-31\|13.29\|3.67\|13.65\|14.10\|13.25\|1102868;2026-08-03\|13.26\|-0.23\|13.28\|13.50\|13.07\|841611;2026-08-04\|14.16\|6.79\|13.63\|14.28\|13.25\|1159955;2026-08-05\|15.14\|6.92\|13.77\|15.31\|13.75\|1405468;2026-08-06\|15.60\|3.04\|14.98\|15.83\|14.92\|1361342;2026-08-07\|16.16\|3.59\|15.76\|16.41\|15.30\|1486269;2026-08-10\|15.66\|-3.09\|16.43\|16.56\|15.14\|1429745;2026-08-11\|15.78\|0.77\|15.30\|16.13\|15.26\|1023377;2026-08-12\|16.40\|3.93\|15.79\|16.71\|15.72\|1187907;2026-08-13\|15.81\|-3.60\|16.55\|16.87\|15.79\|1294329;2026-08-14\|16.48\|4.24\|16.09\|16.69\|15.82\|1521678;2026-08-17\|17.17\|4.19\|16.49\|17.22\|16.49\|1459870;2026-08-18\|17.10\|-0.41\|17.17\|17.80\|16.66\|1591938;2026-08-19\|15.40\|-9.94\|16.37\|16.48\|15.39\|1381985;2026-08-20\|16.60\|7.79\|15.62\|16.90\|15.23\|1839844;2026-08-21\|16.92\|1.93\|16.56\|17.30\|16.01\|2163411;2026-08-24\|16.16\|-4.49\|16.89\|16.89\|15.30\|2078804;2026-08-25\|16.20\|0.25\|16.15\|16.80\|15.15\|1987135;2026-08-26\|17.32\|6.91\|16.25\|17.74\|16.23\|2703487;2026-08-27\|17.95\|3.64\|17.04\|18.19\|16.91\|2664541;2026-08-28\|18.65\|3.90\|17.80\|19.28\|17.72\|2635052;2026-08-31\|19.08\|2.31\|18.08\|19.95\|18.08\|3015240;2026-09-01\|17.73\|-7.08\|18.89\|18.89\|17.69\|2141111;2026-09-02\|19.50\|9.98\|17.75\|19.50\|17.75\|1802350;2026-09-03\|21.05\|7.95\|19.64\|21.44\|19.35\|3710303;2026-09-04\|21.20\|0.71\|21.05\|21.97\|20.51\|3427359;2026-09-07\|20.88\|-1.51\|20.98\|21.11\|20.01\|2415529;2026-09-08\|22.66\|8.52\|21.01\|22.86\|20.47\|3246203;2026-09-09\|24.93\|10.02\|22.33\|24.93\|22.08\|3126631;2026-09-10\|24.10\|-3.33\|24.20\|26.68\|23.68\|4028694
121887	美股光通信板块集体大涨	CPO+硅光芯片+消费电子行业原因：隔夜美股存储芯片板块大幅反弹，市场对AI与科技股的去杠杆担忧缓解，韩股SK海力士早盘大涨近30%。公司原因： 1、据2025年6月5日互动易，可川光子首条400G/800G高速光模块生产线已正式投产启用，具备从硅光芯片设计到模块检测的全链条量产能力。 2、据2026年4月30日年报，公司在苏州成立可川光子，致力于高速硅光芯片设计和高速光模块的研发、生产，单通道100G硅光芯片已完成首次流片。 3、据2025年9月12日发行保荐书，公司主营业务为功能性器件的设计、研发、生产和销售，产品最终应用于苹果、联想、华为等知名消费电子终端品牌产品。	1、知名牛散屠文斌家族举牌公司。 2、子公司可川光子致力于高速硅光芯片和硅光模块的研发和生产，目前首条400G/800G高速光模块生产线已正式投产启用。	2026-05-07\|85.69\|0.98\|85.35\|88.99\|84.09\|96677;2026-05-08\|89.26\|4.17\|83.44\|89.49\|82.30\|95453;2026-05-11\|86.68\|-2.89\|91.16\|93.49\|85.06\|139383;2026-05-12\|95.35\|10.00\|95.35\|95.35\|95.35\|17476;2026-05-13\|104.89\|10.01\|104.89\|104.89\|104.89\|34297;2026-05-14\|115.38\|10.00\|115.38\|115.38\|111.50\|74914;2026-05-15\|113.47\|-1.66\|114.89\|120.47\|109.08\|183827;2026-05-18\|103.44\|-8.84\|110.00\|115.97\|102.25\|147639;2026-05-19\|104.50\|1.02\|103.00\|106.53\|99.66\|94383;2026-05-20\|102.39\|-2.02\|102.16\|103.44\|100.00\|83557;2026-05-21\|94.18\|-8.02\|104.52\|104.90\|94.18\|101285;2026-05-22\|97.59\|3.62\|96.53\|98.39\|95.26\|63657;2026-05-25\|101.00\|3.49\|99.68\|101.99\|96.88\|92109;2026-05-26\|97.75\|-3.22\|97.01\|99.90\|95.14\|63459;2026-05-27\|91.88\|-6.01\|94.20\|95.30\|90.20\|72623;2026-05-28\|92.85\|1.06\|91.00\|93.36\|89.10\|58599;2026-05-29\|95.14\|2.47\|94.85\|101.11\|90.80\|88610;2026-06-01\|88.01\|-7.49\|94.00\|97.56\|87.59\|76918;2026-06-02\|92.18\|4.74\|90.05\|94.80\|89.77\|64365;2026-06-03\|94.96\|3.02\|95.91\|98.00\|90.91\|109622;2026-06-04\|94.02\|-0.99\|91.33\|97.43\|91.00\|66033;2026-06-05\|88.70\|-5.66\|92.60\|94.57\|88.46\|68128;2026-06-08\|87.56\|-1.29\|85.00\|91.28\|83.88\|54684;2026-06-09\|89.63\|2.36\|89.99\|90.54\|86.71\|49295;2026-06-10\|85.39\|-4.73\|87.85\|88.00\|83.59\|48199;2026-06-11\|85.80\|0.48\|85.18\|87.20\|84.39\|36010;2026-06-12\|82.53\|-3.81\|87.80\|88.00\|82.33\|44372;2026-06-15\|90.78\|10.00\|82.29\|90.78\|82.29\|53726;2026-06-16\|91.53\|0.83\|92.40\|92.80\|89.65\|68765;2026-06-17\|91.84\|0.34\|90.87\|92.55\|90.00\|57350;2026-06-18\|95.68\|4.18\|91.00\|98.40\|90.10\|92308;2026-06-22\|91.10\|-4.79\|95.00\|95.63\|88.61\|84777;2026-06-23\|90.12\|-1.08\|89.79\|92.07\|86.90\|50629;2026-06-24\|89.25\|-0.97\|88.80\|89.88\|86.54\|45540;2026-06-25\|90.00\|0.84\|90.00\|90.85\|86.88\|55709;2026-06-26\|82.89\|-7.90\|88.36\|89.00\|82.82\|56180;2026-06-29\|77.24\|-6.82\|81.02\|83.00\|74.60\|76510;2026-06-30\|80.99\|4.86\|78.00\|81.86\|75.50\|46866;2026-07-01\|76.88\|-5.07\|80.59\|80.80\|76.00\|47287;2026-07-02\|73.33\|-4.62\|74.03\|76.28\|72.86\|38444;2026-07-03\|75.29\|2.67\|72.48\|78.80\|72.48\|46652;2026-07-06\|72.10\|-4.24\|74.72\|75.48\|70.61\|39298;2026-07-07\|68.90\|-4.44\|71.45\|71.78\|67.50\|34841;2026-07-08\|70.63\|2.51\|69.50\|75.13\|69.50\|54523;2026-07-09\|71.80\|1.66\|71.90\|72.39\|66.49\|52725;2026-07-10\|69.48\|-3.23\|71.13\|73.89\|69.24\|37661;2026-07-13\|63.98\|-7.92\|68.70\|69.40\|63.50\|34394;2026-07-14\|66.19\|3.45\|64.02\|66.67\|62.08\|33604;2026-07-15\|63.66\|-3.82\|66.00\|67.39\|63.53\|31693;2026-07-16\|60.88\|-4.37\|63.00\|64.80\|60.30\|36825;2026-07-17\|54.79\|-10.00\|60.78\|61.00\|54.79\|38815;2026-07-20\|49.31\|-10.00\|55.50\|56.49\|49.31\|57815;2026-07-21\|52.60\|6.67\|50.11\|53.00\|44.38\|73550;2026-07-22\|52.05\|-1.05\|51.40\|54.85\|50.60\|53154;2026-07-23\|52.30\|0.48\|52.21\|54.46\|51.52\|35198;2026-07-24\|50.99\|-2.50\|51.99\|52.84\|50.55\|29763;2026-07-27\|53.12\|4.18\|51.35\|53.20\|50.93\|32730;2026-07-28\|50.00\|-5.87\|52.37\|53.44\|49.50\|27840;2026-07-29\|47.92\|-4.16\|49.98\|50.16\|45.50\|41964;2026-07-30\|44.30\|-7.55\|47.92\|48.10\|43.90\|39711;2026-07-31\|46.49\|4.94\|47.37\|48.73\|46.49\|53368;2026-08-03\|46.98\|1.05\|45.92\|47.77\|45.67\|45098;2026-08-04\|50.08\|6.60\|48.00\|50.41\|47.45\|41597;2026-08-05\|51.78\|3.39\|47.13\|52.40\|47.13\|45230;2026-08-06\|53.09\|2.53\|51.19\|53.43\|50.50\|36740;2026-08-07\|54.60\|2.84\|53.71\|54.86\|52.51\|37153;2026-08-10\|53.68\|-1.69\|54.88\|55.82\|52.38\|37366;2026-08-11\|53.15\|-0.99\|53.44\|54.22\|52.00\|28944;2026-08-12\|58.47\|10.01\|53.61\|58.47\|53.30\|38825;2026-08-13\|56.37\|-3.59\|60.70\|61.59\|56.37\|117694;2026-08-14\|57.73\|2.41\|57.33\|59.98\|55.32\|85711;2026-08-17\|59.47\|3.01\|57.80\|59.80\|57.50\|84599;2026-08-18\|60.30\|1.40\|59.00\|60.35\|58.08\|65713;2026-08-19\|54.27\|-10.00\|57.00\|58.40\|54.27\|60080;2026-08-20\|55.87\|2.95\|54.27\|57.28\|53.00\|47119;2026-08-21\|61.46\|10.01\|55.01\|61.46\|55.00\|45259;2026-08-24\|56.82\|-7.55\|61.46\|61.50\|55.31\|105600;2026-08-25\|56.86\|0.07\|54.00\|57.78\|53.72\|65085;2026-08-26\|57.23\|0.65\|57.25\|58.99\|55.28\|52586;2026-08-27\|58.79\|2.73\|57.44\|59.31\|56.50\|68961;2026-08-28\|58.23\|-0.95\|58.88\|61.39\|58.20\|54399;2026-08-31\|60.11\|3.23\|57.10\|60.42\|56.66\|48287;2026-09-01\|58.35\|-2.93\|60.41\|60.55\|57.79\|46300;2026-09-02\|57.51\|-1.44\|56.93\|59.00\|56.93\|33481;2026-09-03\|57.46\|-0.09\|58.66\|59.39\|56.59\|33180;2026-09-04\|55.08\|-4.14\|57.47\|58.86\|54.55\|39947;2026-09-07\|58.30\|5.85\|55.99\|59.15\|55.54\|47388;2026-09-08\|56.72\|-2.71\|58.80\|59.07\|56.50\|33159;2026-09-09\|56.53\|-0.34\|57.85\|60.29\|56.22\|57050;2026-09-10\|55.15\|-2.44\|55.28\|57.06\|54.90\|37926
121886	美股光通信板块集体大涨	光通讯+MT插芯+机器人概念+超跌反弹行业原因：隔夜美股存储芯片板块大幅反弹，市场对AI与科技股的去杠杆担忧缓解，韩股SK海力士早盘大涨近30%。公司原因： 1、据2026年6月30日投资者关系活动记录表，公司MT插芯已向国外客户送样，正在进行GR-1435标准认证，预计近期出验证报告，验证通过后将实现小批量出货。 2、据2026年6月30日投资者关系活动记录表及2025年年报，公司主营模塑一体化领域，产品应用在汽车、电子/机器人等市场，已掌握精密注塑模具核心关键技术，并已收购久腾科技切入光通讯MT插芯领域。 3、据同花顺iFinD数据，唯科科技此前5个交易日累计涨跌幅为-22.48%。	公司在光通讯领域的产品主要有MPO光纤连接头零部件和适配器、通讯基站塑料壳体、入户光纤设备壳体、光缆通讯壳体、光纤接入盒和接入终端等产品	2026-05-07\|119.30\|3.01\|117.00\|120.90\|116.00\|45321;2026-05-08\|125.00\|4.78\|117.60\|127.44\|115.53\|58137;2026-05-11\|127.24\|1.79\|127.36\|130.00\|123.96\|47372;2026-05-12\|152.69\|20.00\|129.80\|152.69\|127.01\|142750;2026-05-13\|169.00\|10.68\|149.51\|170.63\|148.00\|121458;2026-05-14\|164.71\|-2.54\|167.48\|175.84\|161.30\|105921;2026-05-15\|154.98\|-5.91\|164.22\|166.41\|153.50\|76710;2026-05-18\|153.89\|-0.70\|154.00\|156.13\|147.96\|66875;2026-05-19\|153.00\|-0.58\|153.43\|154.30\|147.22\|56483;2026-05-20\|154.08\|0.71\|151.02\|155.15\|149.03\|55140;2026-05-21\|140.68\|-8.70\|153.01\|154.88\|139.06\|56132;2026-05-22\|146.95\|4.46\|142.94\|149.37\|140.50\|47300;2026-05-25\|147.93\|0.67\|150.60\|150.60\|143.00\|36658;2026-05-26\|141.25\|-4.52\|149.19\|149.19\|138.38\|39659;2026-05-27\|135.46\|-4.10\|141.26\|142.50\|133.83\|31576;2026-05-28\|133.50\|-1.45\|134.64\|136.40\|128.55\|34364;2026-05-29\|121.94\|-8.66\|135.00\|135.70\|121.44\|38968;2026-06-01\|118.50\|-2.82\|121.86\|125.97\|117.94\|38506;2026-06-02\|118.99\|0.41\|118.82\|120.40\|115.34\|33673;2026-06-03\|125.13\|5.16\|122.55\|129.01\|121.35\|53142;2026-06-04\|135.97\|8.66\|129.99\|137.95\|123.20\|76205;2026-06-05\|150.00\|10.32\|136.01\|153.00\|132.60\|98623;2026-06-08\|139.58\|-6.95\|142.09\|152.25\|137.00\|73227;2026-06-09\|158.40\|13.48\|153.00\|162.00\|147.61\|94025;2026-06-10\|154.60\|-2.40\|154.16\|157.19\|150.27\|49213;2026-06-11\|158.89\|2.77\|151.67\|166.90\|151.67\|66637;2026-06-12\|159.82\|0.59\|169.54\|172.50\|156.55\|60861;2026-06-15\|191.78\|20.00\|178.88\|191.78\|163.11\|88217;2026-06-16\|201.09\|4.85\|199.00\|206.96\|195.00\|97608;2026-06-17\|194.86\|-3.10\|198.01\|199.98\|186.00\|72537;2026-06-18\|196.40\|0.79\|190.00\|201.98\|188.00\|67844;2026-06-22\|209.28\|6.56\|213.15\|213.50\|200.01\|68326;2026-06-23\|193.00\|-7.78\|204.53\|204.91\|189.25\|51472;2026-06-24\|144.72\|-2.16\|147.98\|150.88\|141.00\|68673;2026-06-25\|141.24\|-2.40\|147.60\|152.97\|138.80\|86828;2026-06-26\|128.43\|-9.07\|141.55\|142.00\|127.18\|88994;2026-06-29\|120.00\|-6.56\|130.00\|131.83\|117.40\|66592;2026-06-30\|125.42\|4.52\|119.48\|129.33\|118.00\|82895;2026-07-01\|122.24\|-2.54\|124.69\|129.80\|121.03\|54074;2026-07-02\|114.51\|-6.32\|119.42\|121.21\|113.78\|53015;2026-07-03\|116.17\|1.45\|115.66\|119.68\|113.57\|49923;2026-07-06\|114.35\|-1.57\|114.00\|121.00\|112.17\|53054;2026-07-07\|110.08\|-3.73\|115.00\|116.60\|108.00\|42462;2026-07-08\|103.26\|-6.20\|110.00\|111.60\|102.02\|50411;2026-07-09\|105.71\|2.37\|104.86\|106.78\|97.88\|45357;2026-07-10\|113.99\|7.83\|105.60\|119.50\|104.92\|95729;2026-07-13\|102.85\|-9.77\|112.79\|114.01\|102.31\|73630;2026-07-14\|106.41\|3.46\|104.77\|109.00\|100.21\|53425;2026-07-15\|103.37\|-2.86\|107.59\|111.43\|102.00\|36037;2026-07-16\|96.69\|-6.46\|101.82\|103.49\|95.88\|46066;2026-07-17\|84.61\|-12.49\|97.00\|97.03\|84.23\|58872;2026-07-20\|75.33\|-10.97\|86.73\|88.28\|72.22\|77161;2026-07-21\|81.39\|8.04\|77.00\|81.89\|67.00\|75405;2026-07-22\|79.24\|-2.64\|80.34\|83.42\|78.56\|54123;2026-07-23\|78.21\|-1.30\|79.32\|81.99\|77.28\|40212;2026-07-24\|75.10\|-3.98\|77.29\|78.56\|74.51\|42036;2026-07-27\|77.30\|2.93\|75.30\|77.41\|72.41\|45765;2026-07-28\|69.51\|-10.08\|76.15\|76.80\|68.00\|51172;2026-07-29\|66.13\|-4.86\|68.82\|71.19\|63.02\|59640;2026-07-30\|60.63\|-8.32\|67.77\|67.96\|59.05\|60335;2026-07-31\|63.36\|4.50\|68.08\|72.76\|63.36\|93067;2026-08-03\|62.05\|-2.07\|63.54\|65.10\|61.35\|63335;2026-08-04\|67.73\|9.15\|62.85\|68.49\|61.93\|51903;2026-08-05\|75.70\|11.77\|66.38\|77.59\|65.56\|81313;2026-08-06\|79.38\|4.86\|75.30\|81.69\|74.10\|93928;2026-08-07\|82.12\|3.45\|79.87\|84.40\|78.65\|78920;2026-08-10\|82.67\|0.67\|83.54\|84.31\|80.60\|66147;2026-08-11\|82.00\|-0.81\|82.33\|84.87\|80.90\|52772;2026-08-12\|86.20\|5.12\|82.33\|88.25\|81.25\|63999;2026-08-13\|85.70\|-0.58\|85.69\|89.55\|85.46\|65885;2026-08-14\|88.01\|2.70\|85.69\|89.98\|85.69\|62617;2026-08-17\|95.35\|8.34\|87.56\|95.80\|87.56\|96021;2026-08-18\|91.50\|-4.04\|93.64\|96.59\|90.01\|84168;2026-08-19\|80.52\|-12.00\|88.00\|90.00\|80.09\|92440;2026-08-20\|90.34\|12.20\|81.97\|91.52\|81.31\|96130;2026-08-21\|87.37\|-3.29\|88.00\|90.90\|86.00\|73238;2026-08-24\|88.98\|1.84\|87.99\|92.99\|86.50\|93387;2026-08-25\|92.80\|4.29\|88.33\|94.20\|85.00\|97679;2026-08-26\|87.60\|-5.60\|93.00\|94.00\|86.28\|87035;2026-08-27\|98.90\|12.90\|88.88\|99.00\|87.46\|106324;2026-08-28\|94.09\|-4.86\|98.23\|102.18\|93.82\|100523;2026-08-31\|95.40\|1.39\|92.73\|97.97\|90.77\|72974;2026-09-01\|90.00\|-5.66\|95.27\|95.44\|89.80\|68452;2026-09-02\|87.01\|-3.32\|88.80\|89.40\|86.00\|47183;2026-09-03\|85.87\|-1.31\|87.94\|89.48\|84.09\|55335;2026-09-04\|78.88\|-8.14\|86.41\|89.30\|78.03\|83356;2026-09-07\|88.68\|12.42\|83.42\|90.45\|80.98\|95391;2026-09-08\|85.06\|-4.08\|88.61\|88.75\|84.50\|61942;2026-09-09\|85.74\|0.80\|88.00\|91.60\|85.38\|69348;2026-09-10\|83.29\|-2.86\|84.84\|85.30\|83.00\|37178
121885	美股光通信板块集体大涨	3.2T硅光NPO+CPO+定增+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年5月14日及5月15日互动易，公司在2026年3月OFC展会上推出全球首款3.2T硅光单模NPO模块，并已在国内头部CSP厂商完成全系列验证。 2、据2026年5月15日投资者关系管理信息，公司积极投入共封装光学CPO相关光器件及连接方案研发，1.6T光模块产品已具备批量交付能力。 3、据2026年6月11日公告，公司向特定对象发行股票募集资金约34.85亿元，新增股份已于2026年6月16日上市，拟用于扩充高速光模块及光芯片产能。 4、据2026年4月17日公告及2025年年度报告，公司实控人为国务院国资委，控股股东拟变更为芯珂技术，实控人不变；公司2026年一季度归母净利润同比增长59.76%。	1、光模块龙头之一，字节跳动是公司重要客户；此前联合思科推出1.6T硅光模块，发布OCS全光交换机； 2、公司是浸没液冷智算产业发展联盟会员单位，是相关标准、工艺研究和实践的重要参与者之一，目前已有相关产品发布，可以提供全套的液冷光模块产品	2026-05-07\|164.29\|8.93\|152.70\|165.90\|147.01\|708803;2026-05-08\|180.72\|10.00\|160.00\|180.72\|158.64\|821824;2026-05-11\|198.79\|10.00\|188.00\|198.79\|183.02\|770319;2026-05-12\|201.50\|1.36\|200.00\|208.80\|194.80\|852771;2026-05-13\|197.97\|-1.75\|196.01\|203.70\|191.18\|792201;2026-05-14\|203.80\|2.94\|198.96\|212.80\|196.01\|830338;2026-05-15\|196.49\|-3.59\|200.00\|203.79\|183.50\|907859;2026-05-18\|209.90\|6.82\|195.00\|214.83\|195.00\|675120;2026-05-19\|230.89\|10.00\|209.50\|230.89\|203.01\|835834;2026-05-20\|236.40\|2.39\|229.01\|246.80\|226.24\|767456;2026-05-21\|217.30\|-8.08\|230.15\|231.64\|212.76\|899149;2026-05-22\|215.87\|-0.66\|213.00\|219.18\|210.00\|680332;2026-05-25\|223.98\|3.76\|213.00\|226.30\|203.10\|739500;2026-05-26\|206.72\|-7.71\|218.18\|218.60\|205.20\|664812;2026-05-27\|202.70\|-1.94\|202.00\|213.72\|200.10\|562914;2026-05-28\|214.90\|6.02\|200.00\|219.12\|197.58\|675598;2026-05-29\|203.95\|-5.10\|213.82\|219.19\|202.45\|578014;2026-06-01\|204.30\|0.17\|208.06\|213.85\|202.00\|520073;2026-06-02\|215.11\|5.29\|201.00\|217.66\|198.00\|722634;2026-06-03\|224.00\|4.13\|220.05\|234.00\|216.80\|906134;2026-06-04\|220.56\|-1.54\|215.83\|227.20\|215.83\|513551;2026-06-05\|227.58\|3.18\|219.96\|238.67\|218.11\|736104;2026-06-08\|206.99\|-9.05\|210.00\|218.97\|206.00\|601099;2026-06-09\|210.22\|1.56\|212.68\|214.98\|199.05\|575898;2026-06-10\|202.60\|-3.62\|203.80\|207.50\|199.21\|414457;2026-06-11\|205.40\|1.38\|201.70\|210.71\|201.70\|418718;2026-06-12\|204.97\|-0.21\|210.15\|211.10\|202.60\|431117;2026-06-15\|225.47\|10.00\|206.88\|225.47\|205.05\|593673;2026-06-16\|230.01\|2.01\|233.50\|237.89\|226.00\|563868;2026-06-17\|242.00\|5.21\|225.01\|246.00\|224.47\|504365;2026-06-18\|266.20\|10.00\|241.99\|266.20\|240.00\|409674;2026-06-22\|276.08\|3.71\|279.00\|279.00\|260.00\|684807;2026-06-23\|266.90\|-3.33\|273.01\|278.00\|262.47\|437195;2026-06-24\|266.36\|-0.20\|262.47\|272.44\|260.00\|422133;2026-06-25\|261.46\|-1.84\|266.50\|271.12\|256.00\|554857;2026-06-26\|240.34\|-8.08\|256.00\|256.27\|237.00\|551818;2026-06-29\|235.94\|-1.83\|240.34\|248.93\|225.00\|530446;2026-06-30\|256.94\|8.90\|237.11\|259.00\|230.30\|574915;2026-07-01\|242.43\|-5.65\|258.00\|264.88\|239.00\|485921;2026-07-02\|218.19\|-10.00\|227.00\|229.87\|218.19\|359960;2026-07-03\|217.33\|-0.39\|210.00\|228.45\|205.11\|402980;2026-07-06\|209.03\|-3.82\|217.33\|218.98\|205.36\|342564;2026-07-07\|221.67\|6.05\|209.11\|226.85\|208.00\|470832;2026-07-08\|216.81\|-2.19\|224.65\|226.02\|213.32\|394814;2026-07-09\|238.49\|10.00\|224.01\|238.49\|217.45\|477111;2026-07-10\|233.45\|-2.11\|250.96\|258.66\|233.45\|586933;2026-07-13\|216.00\|-7.47\|230.00\|238.00\|213.34\|449145;2026-07-14\|232.95\|7.85\|219.89\|235.11\|212.20\|503672;2026-07-15\|214.97\|-7.72\|227.00\|233.62\|213.18\|492843;2026-07-16\|210.50\|-2.08\|210.62\|220.66\|201.52\|430898;2026-07-17\|189.45\|-10.00\|205.32\|209.66\|189.45\|336920;2026-07-20\|170.51\|-10.00\|186.00\|188.00\|170.51\|458180;2026-07-21\|187.00\|9.67\|169.32\|187.56\|153.46\|796127;2026-07-22\|191.90\|2.62\|189.09\|203.97\|187.99\|629002;2026-07-23\|190.47\|-0.75\|196.12\|202.00\|188.00\|405976;2026-07-24\|186.80\|-1.93\|187.11\|195.50\|182.00\|291426;2026-07-27\|192.85\|3.24\|185.02\|197.38\|182.00\|316780;2026-07-28\|173.57\|-10.00\|183.00\|188.82\|173.57\|355072;2026-07-29\|169.26\|-2.48\|173.43\|174.47\|158.30\|435598;2026-07-30\|152.33\|-10.00\|168.01\|168.01\|152.33\|394629;2026-07-31\|161.65\|6.12\|164.32\|167.56\|161.00\|529198;2026-08-03\|156.65\|-3.09\|158.42\|164.56\|154.00\|308555;2026-08-04\|172.32\|10.00\|159.83\|172.32\|159.78\|392743;2026-08-05\|171.55\|-0.45\|162.24\|175.30\|159.84\|659623;2026-08-06\|175.49\|2.30\|165.39\|180.00\|162.00\|507834;2026-08-07\|193.04\|10.00\|182.00\|193.04\|181.11\|699830;2026-08-10\|178.30\|-7.64\|190.93\|194.72\|173.74\|788227;2026-08-11\|184.07\|3.24\|175.84\|186.69\|173.10\|543406;2026-08-12\|185.03\|0.52\|184.01\|191.40\|181.01\|461907;2026-08-13\|184.85\|-0.10\|191.00\|196.00\|184.39\|512475;2026-08-14\|191.52\|3.61\|186.51\|193.00\|184.00\|393359;2026-08-17\|199.75\|4.30\|193.01\|201.95\|190.01\|426424;2026-08-18\|197.64\|-1.06\|200.00\|202.38\|192.07\|352007;2026-08-19\|177.88\|-10.00\|188.02\|190.00\|177.88\|395552;2026-08-20\|173.15\|-2.66\|176.50\|179.55\|170.00\|395488;2026-08-21\|178.58\|3.14\|173.26\|182.93\|173.26\|338513;2026-08-24\|166.39\|-6.83\|177.00\|178.87\|162.03\|409268;2026-08-25\|167.32\|0.56\|164.23\|169.98\|160.31\|268359;2026-08-26\|167.88\|0.33\|168.18\|170.68\|163.00\|209074;2026-08-27\|176.38\|5.06\|171.24\|178.49\|170.00\|313428;2026-08-28\|173.61\|-1.57\|176.14\|181.24\|173.49\|245030;2026-08-31\|179.90\|3.62\|168.03\|179.90\|167.90\|280117;2026-09-01\|180.72\|0.46\|181.01\|183.82\|174.40\|360367;2026-09-02\|173.44\|-4.03\|176.00\|178.00\|170.76\|255682;2026-09-03\|173.48\|0.02\|175.02\|176.80\|170.05\|188782;2026-09-04\|167.70\|-3.33\|174.60\|176.43\|166.19\|221753;2026-09-07\|184.47\|10.00\|173.10\|184.47\|173.10\|428047;2026-09-08\|179.92\|-2.47\|189.29\|190.46\|178.48\|363429;2026-09-09\|182.79\|1.60\|186.00\|191.99\|181.45\|399162;2026-09-10\|179.39\|-1.86\|183.05\|185.31\|178.03\|234924
121884	美股光通信板块集体大涨	TCB热压键合设备+先进封装+精密焊接+光模块行业原因：据财闻6月23日消息，花旗近日大幅上调长电科技、通富微电、华天科技目标价，其核心判断是封测行业已从周期性服务提供商转变为先进封装的关键赋能者，在AI和HPC驱动下进入前所未有的超级景气周期，行业估值基准被重塑。公司原因： 1、据2026年4月24日年报及2026年5月18日互动易，公司先进封装TCB热压键合设备研发完成，可适配HBM堆叠、CoWoS封装、CPO光电共封等前沿场景，目前正为几家客户开展打样验证。 2、据2026年4月24日年报，公司致力于为精密电子组装及半导体封装领域提供智能装备解决方案，深耕精密热压焊接、高精度激光焊接等关键工艺，自主研发的高速高精固晶机已在国内外头部功率半导体企业大批量出货。 3、据2026年2月12日互动易，在光模块领域，公司的AOI设备可检测芯片偏移、金线键合缺陷等关键质量问题，可应用于COC、COB工艺场景，目前设备处于积极推广阶段。 4、据2026年4月24日年报，公司2026年一季度实现营收3.33亿元，同比增长33.09%，归母净利润7707.14万元，同比增长16.15%，受益于AI产业带动相关领域需求增长。	1、公司高速高精固晶机已批量供货成都先进等头部功率半导体企业，芯片封装AOI与光模块AOI设备在800G及以上光模块头部客户小批量应用； 2、在服务器液冷领域，公司可为液冷装置核心零部件提供精密组装自动化产线，已为飞龙股份交付多条散热水泵自动化生产线，该水泵用于英伟达服务器液冷系统	2026-05-07\|48.78\|2.33\|48.60\|49.35\|47.75\|73549;2026-05-08\|48.58\|-0.41\|47.80\|49.45\|46.71\|59068;2026-05-11\|50.85\|4.67\|49.30\|51.47\|48.31\|107348;2026-05-12\|55.94\|10.01\|51.42\|55.94\|49.04\|147773;2026-05-13\|61.53\|9.99\|54.80\|61.53\|53.60\|122753;2026-05-14\|64.63\|5.04\|63.00\|67.68\|61.00\|215040;2026-05-15\|66.00\|2.12\|64.63\|68.96\|60.60\|203197;2026-05-18\|59.40\|-10.00\|61.44\|64.29\|59.40\|145276;2026-05-19\|59.10\|-0.51\|56.55\|61.60\|55.61\|147873;2026-05-20\|62.42\|5.62\|58.00\|64.32\|58.00\|128346;2026-05-21\|59.05\|-5.40\|62.32\|64.99\|58.50\|172560;2026-05-22\|60.50\|2.46\|59.35\|61.00\|57.75\|128352;2026-05-25\|66.55\|10.00\|60.73\|66.55\|60.73\|134435;2026-05-26\|68.88\|3.50\|70.52\|72.43\|64.98\|221199;2026-05-27\|72.08\|4.65\|66.79\|75.76\|65.68\|208819;2026-05-28\|75.00\|4.05\|69.69\|77.90\|68.00\|174244;2026-05-29\|67.50\|-10.00\|74.00\|75.60\|67.50\|148425;2026-06-01\|68.60\|1.63\|65.01\|70.48\|62.89\|157660;2026-06-02\|69.94\|1.95\|67.37\|71.98\|66.02\|135986;2026-06-03\|68.00\|-2.77\|69.00\|73.29\|66.69\|168725;2026-06-04\|68.09\|0.13\|66.00\|68.88\|65.16\|126111;2026-06-05\|66.52\|-2.31\|67.20\|69.77\|64.50\|111861;2026-06-08\|55.86\|10.00\|54.30\|55.86\|51.05\|150473;2026-06-09\|53.97\|-3.38\|57.82\|58.09\|52.00\|253937;2026-06-10\|55.30\|2.46\|51.81\|55.45\|51.05\|206044;2026-06-11\|59.10\|6.87\|56.40\|59.90\|54.03\|264480;2026-06-12\|54.10\|-8.46\|58.51\|64.40\|54.00\|290418;2026-06-15\|56.49\|4.42\|53.00\|56.80\|51.43\|220754;2026-06-16\|58.94\|4.34\|55.61\|59.50\|54.91\|230787;2026-06-17\|62.40\|5.87\|57.53\|64.63\|57.52\|246748;2026-06-18\|60.98\|-2.28\|61.00\|64.28\|60.40\|194344;2026-06-22\|65.80\|7.90\|61.00\|66.42\|59.80\|245692;2026-06-23\|63.76\|-3.10\|66.00\|66.00\|61.15\|178995;2026-06-24\|70.14\|10.01\|62.01\|70.14\|60.58\|225850;2026-06-25\|73.20\|4.36\|71.85\|74.79\|68.92\|225718;2026-06-26\|76.00\|3.83\|71.18\|77.28\|70.10\|210739;2026-06-29\|80.00\|5.26\|75.99\|80.03\|71.10\|223151;2026-06-30\|76.78\|-4.03\|78.05\|82.96\|76.48\|234607;2026-07-01\|69.10\|-10.00\|75.16\|77.77\|69.10\|243160;2026-07-02\|62.21\|-9.97\|64.26\|67.58\|62.19\|205871;2026-07-03\|58.70\|-5.64\|62.20\|62.88\|58.31\|195099;2026-07-06\|61.25\|4.34\|61.00\|64.57\|60.51\|258719;2026-07-07\|64.08\|4.62\|60.44\|65.88\|59.69\|251220;2026-07-08\|61.50\|-4.03\|63.61\|64.84\|59.65\|193047;2026-07-09\|66.07\|7.43\|63.35\|66.34\|61.03\|222782;2026-07-10\|59.49\|-9.96\|65.01\|68.77\|59.46\|273050;2026-07-13\|54.98\|-7.58\|57.88\|60.77\|54.15\|200836;2026-07-14\|56.50\|2.76\|54.98\|56.81\|53.56\|139969;2026-07-15\|51.78\|-8.35\|57.27\|58.23\|51.60\|150370;2026-07-16\|48.27\|-6.78\|49.85\|51.99\|48.00\|130467;2026-07-17\|43.71\|-9.45\|48.21\|48.46\|43.45\|123628;2026-07-20\|39.34\|-10.00\|44.90\|45.39\|39.34\|111179;2026-07-21\|42.50\|8.03\|39.34\|42.65\|35.41\|184818;2026-07-22\|41.37\|-2.66\|41.99\|43.51\|40.72\|119610;2026-07-23\|40.35\|-2.47\|41.70\|42.48\|39.98\|85278;2026-07-24\|40.30\|-0.12\|39.71\|41.30\|39.02\|84716;2026-07-27\|41.79\|3.70\|40.30\|41.88\|39.05\|79176;2026-07-28\|39.81\|-4.74\|41.05\|42.48\|39.48\|77672;2026-07-29\|38.03\|-4.47\|39.39\|40.17\|36.36\|117036;2026-07-30\|34.98\|-8.02\|37.99\|38.28\|34.80\|112770;2026-07-31\|37.08\|6.00\|37.22\|38.48\|36.73\|126076;2026-08-03\|35.50\|-4.26\|36.58\|37.40\|35.36\|119440;2026-08-04\|39.05\|10.00\|35.99\|39.05\|35.61\|98733;2026-08-05\|41.79\|7.02\|38.50\|42.46\|38.50\|156050;2026-08-06\|42.86\|2.56\|41.21\|43.78\|40.95\|133696;2026-08-07\|44.48\|3.78\|42.96\|45.00\|42.42\|117247;2026-08-10\|43.80\|-1.53\|44.70\|45.28\|43.06\|107190;2026-08-11\|43.47\|-0.75\|43.50\|44.76\|42.95\|78083;2026-08-12\|44.28\|1.86\|43.80\|44.57\|43.42\|68481;2026-08-13\|43.41\|-1.96\|44.80\|45.55\|43.40\|80553;2026-08-14\|45.09\|3.87\|44.28\|45.29\|43.58\|76525;2026-08-17\|46.60\|3.35\|45.10\|46.73\|44.94\|89187;2026-08-18\|46.71\|0.24\|46.51\|47.43\|45.68\|90063;2026-08-19\|42.78\|-8.41\|45.02\|46.16\|42.36\|102147;2026-08-20\|42.86\|0.19\|43.50\|43.59\|42.35\|64429;2026-08-21\|43.63\|1.80\|42.60\|44.34\|42.08\|55311;2026-08-24\|42.85\|-1.79\|43.94\|44.00\|41.65\|53226;2026-08-25\|42.66\|-0.44\|42.16\|43.50\|40.80\|58833;2026-08-26\|42.59\|-0.16\|42.70\|43.48\|41.60\|47890;2026-08-27\|43.87\|3.01\|42.85\|44.68\|42.15\|82700;2026-08-28\|44.00\|0.30\|43.87\|47.14\|43.78\|129664;2026-08-31\|45.29\|2.93\|43.00\|45.45\|42.50\|94005;2026-09-01\|43.36\|-4.26\|45.14\|45.15\|43.18\|91170;2026-09-02\|42.73\|-1.45\|42.70\|43.58\|42.40\|54466;2026-09-03\|42.82\|0.21\|43.68\|43.97\|42.05\|59458;2026-09-04\|41.00\|-4.25\|43.13\|44.20\|40.62\|78315;2026-09-07\|43.59\|6.32\|41.98\|44.07\|41.30\|96929;2026-09-08\|43.59\|0.00\|44.46\|45.65\|43.35\|103340;2026-09-09\|43.48\|-0.25\|44.00\|45.62\|43.27\|88007;2026-09-10\|43.53\|0.12\|42.81\|45.10\|42.70\|83797
121883	美股光通信板块集体大涨	涨停揭秘：公司大功率射频电子管在光刻机、可控核聚变领域批量供货，氮化铝超高热导基板已用于激光热沉及车规IGBT，2025年营收16.35亿元、归母净利1.62亿元同比增57.67%；涨停缘由：可控核聚变装置兆瓦级电子管订单有序交付；国产光刻机客户验证通过并批量供货；230W/m·k氮化铝基板实现AI服务器与车规IGBT高端应用；资金逻辑：资金聚焦硬科技国产替代主线，叠加年报高增长与近一年9次涨停的强势股属性，机构调研密集催化短期做多情绪；风险提示：电子管及陶瓷基板业务占比仍待提升，下游设备厂商验证周期长，业绩兑现存在节奏性波动风险	1）参股子公司储翰科技是一家专注于接入网光模块和光组件生产及销售的高新技术企业，拥有从芯片封装到光电器件到光电模块的垂直整合产品线； 2）子公司成都旭瓷具备商用氮化铝全产业链的量产能力，产品涵盖氮化铝粉体(原粉，造粒粉，填料粉)、氮化铝基板、氮化铝结构件、氮化铝高温共烧陶瓷(HTCC)及高端功能器件(陶瓷管壳、加热器、光通信器件、TR组件)，产品被广泛应用于新能源汽车、半导体装备、大功率电力电子模块等高端制造领域，以及低轨卫星、船舶导航等国家战略场景	2026-05-07\|17.89\|0.68\|17.96\|18.05\|17.44\|350499;2026-05-08\|18.17\|1.57\|17.78\|18.25\|17.54\|324979;2026-05-11\|18.70\|2.92\|18.41\|18.88\|17.95\|467754;2026-05-12\|19.58\|4.71\|19.50\|19.92\|18.69\|856104;2026-05-13\|19.58\|0.00\|19.42\|20.43\|19.17\|748143;2026-05-14\|21.10\|7.76\|19.90\|21.54\|19.77\|1168794;2026-05-15\|21.09\|-0.05\|21.52\|21.98\|20.83\|875818;2026-05-18\|21.12\|0.14\|21.20\|22.08\|20.89\|595447;2026-05-19\|23.23\|9.99\|21.11\|23.23\|21.08\|684843;2026-05-20\|23.91\|2.93\|23.69\|24.57\|23.32\|746875;2026-05-21\|21.69\|-9.28\|23.85\|24.38\|21.59\|750560;2026-05-22\|23.53\|8.48\|22.15\|23.70\|21.78\|635702;2026-05-25\|23.69\|0.68\|23.70\|24.21\|23.20\|540813;2026-05-26\|22.51\|-4.98\|23.44\|23.69\|21.99\|573540;2026-05-27\|24.76\|10.00\|22.26\|24.76\|22.19\|782787;2026-05-28\|23.88\|-3.55\|24.00\|24.70\|22.80\|986423;2026-05-29\|22.22\|-6.68\|23.77\|24.38\|22.00\|658732;2026-06-01\|22.39\|0.77\|22.23\|23.95\|21.50\|639390;2026-06-02\|23.22\|3.71\|22.48\|24.03\|22.12\|679224;2026-06-03\|24.04\|3.53\|23.17\|24.23\|22.78\|685890;2026-06-04\|26.44\|9.98\|23.45\|26.44\|23.40\|506556;2026-06-05\|26.30\|-0.53\|25.71\|27.40\|25.50\|888752;2026-06-08\|24.55\|-6.65\|25.00\|26.15\|23.76\|682987;2026-06-09\|26.09\|6.27\|25.00\|26.12\|24.40\|687885;2026-06-10\|27.22\|4.33\|25.28\|27.56\|24.39\|807221;2026-06-11\|29.94\|9.99\|26.94\|29.94\|26.68\|1041328;2026-06-12\|28.69\|-4.17\|31.00\|32.27\|28.50\|1142802;2026-06-15\|31.56\|10.00\|30.00\|31.56\|30.00\|239746;2026-06-16\|34.72\|10.01\|34.72\|34.72\|34.72\|41272;2026-06-17\|38.19\|9.99\|38.19\|38.19\|37.38\|291707;2026-06-18\|42.01\|10.00\|41.50\|42.01\|40.55\|326512;2026-06-22\|46.21\|10.00\|46.21\|46.21\|46.21\|69968;2026-06-23\|48.80\|5.60\|48.74\|50.00\|45.82\|1557989;2026-06-24\|52.90\|8.40\|48.87\|53.68\|48.87\|1004819;2026-06-25\|48.75\|-7.84\|51.60\|51.95\|47.61\|866599;2026-06-26\|47.98\|-1.58\|47.81\|48.66\|45.58\|580719;2026-06-29\|43.18\|-10.00\|48.50\|48.50\|43.18\|429590;2026-06-30\|45.60\|5.60\|42.64\|45.66\|38.87\|729337;2026-07-01\|42.80\|-6.14\|44.00\|45.34\|42.16\|443396;2026-07-02\|42.30\|-1.17\|41.00\|44.73\|38.90\|432356;2026-07-03\|44.53\|5.27\|42.30\|46.44\|42.26\|411625;2026-07-06\|45.20\|1.50\|45.46\|47.90\|43.98\|531111;2026-07-07\|40.68\|-10.00\|45.55\|46.00\|40.68\|456970;2026-07-08\|37.16\|-8.65\|40.01\|41.30\|36.61\|534550;2026-07-09\|40.88\|10.01\|37.43\|40.88\|37.42\|259136;2026-07-10\|42.20\|3.23\|43.96\|44.97\|42.11\|702410;2026-07-13\|38.19\|-9.50\|43.04\|45.23\|37.98\|704958;2026-07-14\|41.28\|8.09\|38.95\|41.30\|37.10\|513372;2026-07-15\|37.15\|-10.00\|42.05\|42.28\|37.15\|475855;2026-07-16\|33.44\|-9.99\|35.14\|36.58\|33.44\|419138;2026-07-17\|30.10\|-9.99\|33.79\|33.84\|30.10\|512026;2026-07-20\|27.09\|-10.00\|31.30\|31.50\|27.09\|397160;2026-07-21\|28.62\|5.65\|27.30\|29.00\|24.38\|742004;2026-07-22\|27.15\|-5.14\|28.00\|30.07\|26.50\|519579;2026-07-23\|26.59\|-2.06\|27.27\|28.37\|26.23\|384891;2026-07-24\|26.48\|-0.41\|26.45\|28.00\|25.62\|360125;2026-07-27\|27.62\|4.31\|26.49\|27.80\|25.34\|413423;2026-07-28\|25.01\|-9.45\|27.09\|27.73\|24.86\|357029;2026-07-29\|23.96\|-4.20\|24.80\|25.27\|22.92\|522669;2026-07-30\|21.56\|-10.02\|24.20\|24.28\|21.56\|391870;2026-07-31\|22.11\|2.55\|23.00\|23.72\|22.06\|574915;2026-08-03\|21.05\|-4.79\|22.05\|22.33\|20.72\|445130;2026-08-04\|23.16\|10.02\|21.40\|23.16\|20.88\|327911;2026-08-05\|25.37\|9.54\|23.22\|25.48\|22.80\|547579;2026-08-06\|26.48\|4.38\|25.02\|27.12\|24.81\|584320;2026-08-07\|28.03\|5.85\|26.75\|28.73\|26.08\|607591;2026-08-10\|27.30\|-2.60\|28.28\|28.35\|26.04\|552608;2026-08-11\|29.40\|7.69\|27.18\|30.03\|26.69\|746117;2026-08-12\|29.09\|-1.05\|29.32\|30.10\|28.40\|890903;2026-08-13\|28.21\|-3.03\|29.46\|30.26\|28.16\|657221;2026-08-14\|31.03\|10.00\|28.90\|31.03\|28.22\|693415;2026-08-17\|34.13\|9.99\|33.00\|34.13\|33.00\|326184;2026-08-18\|37.54\|9.99\|36.00\|37.54\|35.83\|650651;2026-08-19\|33.79\|-9.99\|36.52\|38.10\|33.79\|1064946;2026-08-20\|34.80\|2.99\|33.10\|37.17\|32.52\|1058794;2026-08-21\|38.28\|10.00\|34.80\|38.28\|33.50\|1021860;2026-08-24\|37.02\|-3.29\|39.28\|39.35\|34.45\|1113476;2026-08-25\|35.31\|-4.62\|35.46\|36.95\|34.90\|829528;2026-08-26\|34.55\|-2.15\|35.20\|35.27\|32.65\|756250;2026-08-27\|37.24\|7.79\|35.00\|37.80\|33.52\|890526;2026-08-28\|34.63\|-7.01\|37.13\|37.49\|34.56\|735748;2026-08-31\|36.60\|5.69\|34.41\|36.74\|33.40\|744525;2026-09-01\|33.68\|-7.98\|36.50\|36.78\|33.50\|655122;2026-09-02\|33.08\|-1.78\|32.77\|33.58\|32.20\|457850;2026-09-03\|33.93\|2.57\|34.30\|34.59\|32.34\|563091;2026-09-04\|31.25\|-7.90\|33.97\|34.40\|30.89\|630833;2026-09-07\|33.09\|5.89\|31.90\|33.66\|31.51\|584802;2026-09-08\|31.73\|-4.11\|33.48\|33.50\|31.41\|465265;2026-09-09\|32.37\|2.02\|32.28\|34.21\|32.00\|521648;2026-09-10\|31.80\|-1.76\|32.00\|33.10\|31.65\|368697
121882	美股光通信板块集体大涨	光通信陶瓷外壳+SiC功率器件+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年6月10日互动易，2026年一季度受益AI算力、高端光通信行业高景气，光模块用陶瓷外壳、陶瓷基板订单大幅放量，产能利用率维持高位，电子陶瓷板块实现营收和利润同比大幅增长，是公司当期业绩增长的核心支撑板块之一；据2026年一季报，公司营收10.99亿元，同比增长79.05%，归母净利润1.93亿元，同比增长57.32%。 2、据2026年6月2日及5月27日互动易，公司已成为国内规模最大的高端电子陶瓷外壳制造商，光模块封装用陶瓷外壳和基板市占率处于全球头部地位，目前在手订单充足。 3、据2026年6月10日互动易，子公司国联万众是国内较早开展SiC功率半导体研究生产的单位之一，碳化硅MOSFET已在头部车企量产应用；博威公司重点布局5G-A/6G、卫星通信等射频芯片与器件。 4、据2026年6月11日互动易，收购雄安太芯100%股权资产交割工作正按计划有序进行。 5、据2025年年报，公司控股股东为中国电子科技集团公司第十三研究所，最终控制人为国务院国有资产监督管理委员会。	公司为电子陶瓷龙头，上半年高端光模块外壳和基板逐步实现放量，目前公司已可以设计开发1.6T光通信器件外壳和基板，与国外同类产品技术水平相当。	2026-05-07\|132.70\|3.43\|128.01\|135.07\|123.69\|160909;2026-05-08\|140.07\|5.55\|130.56\|141.89\|130.51\|143884;2026-05-11\|154.08\|10.00\|149.67\|154.08\|145.48\|172488;2026-05-12\|151.63\|-1.59\|156.66\|157.30\|147.85\|171457;2026-05-13\|150.99\|-0.42\|150.00\|154.50\|146.77\|131820;2026-05-14\|166.09\|10.00\|152.87\|166.09\|152.00\|168166;2026-05-15\|160.60\|-3.31\|165.00\|169.00\|153.80\|190149;2026-05-18\|171.33\|6.68\|156.66\|174.60\|156.66\|166705;2026-05-19\|172.42\|0.64\|170.00\|175.97\|160.00\|148787;2026-05-20\|164.84\|-4.40\|171.99\|173.99\|161.56\|137702;2026-05-21\|153.45\|-6.91\|165.25\|168.00\|152.76\|165630;2026-05-22\|158.69\|3.41\|153.45\|160.88\|150.20\|167449;2026-05-25\|156.88\|-1.14\|158.69\|159.80\|150.95\|138858;2026-05-26\|149.66\|-4.60\|154.51\|156.50\|147.36\|137646;2026-05-27\|147.20\|-1.64\|149.60\|153.33\|145.61\|132826;2026-05-28\|152.07\|3.31\|147.31\|153.14\|143.50\|121055;2026-05-29\|141.90\|-6.69\|153.40\|154.00\|140.08\|140883;2026-06-01\|136.71\|-3.66\|141.59\|144.22\|136.00\|119626;2026-06-02\|142.04\|3.90\|137.71\|143.35\|134.00\|108423;2026-06-03\|144.07\|1.43\|145.00\|151.05\|141.14\|136894;2026-06-04\|146.84\|1.92\|141.00\|148.60\|139.61\|112604;2026-06-05\|142.59\|-2.89\|144.00\|150.17\|141.52\|108013;2026-06-08\|134.95\|-5.36\|133.33\|140.50\|132.20\|104004;2026-06-09\|143.79\|6.55\|137.21\|145.58\|133.65\|109605;2026-06-10\|140.00\|-2.34\|142.90\|143.28\|139.00\|74607;2026-06-11\|144.98\|3.56\|140.00\|147.99\|140.00\|120954;2026-06-12\|144.00\|-0.68\|148.13\|153.50\|143.89\|140811;2026-06-15\|150.46\|4.49\|142.80\|150.50\|137.88\|163054;2026-06-16\|161.01\|7.01\|152.00\|162.00\|150.68\|186287;2026-06-17\|160.26\|-0.47\|156.40\|160.60\|154.00\|143228;2026-06-18\|176.29\|10.00\|160.58\|176.29\|160.50\|158478;2026-06-22\|193.92\|10.00\|191.01\|193.92\|191.01\|85219;2026-06-23\|187.44\|-3.34\|204.00\|205.95\|185.80\|262243;2026-06-24\|194.00\|3.50\|186.00\|194.90\|181.08\|175735;2026-06-25\|195.57\|0.81\|193.51\|198.00\|188.01\|161711;2026-06-26\|183.10\|-6.38\|189.05\|191.00\|176.58\|153963;2026-06-29\|170.35\|-6.96\|182.81\|188.89\|165.07\|166317;2026-06-30\|180.30\|5.84\|169.56\|182.80\|164.80\|113825;2026-07-01\|172.78\|-4.17\|180.32\|181.20\|171.38\|100173;2026-07-02\|159.40\|-7.74\|165.00\|167.98\|158.21\|104207;2026-07-03\|156.98\|-1.52\|161.00\|162.99\|154.01\|76824;2026-07-06\|151.29\|-3.62\|159.01\|161.05\|145.98\|77305;2026-07-07\|147.48\|-2.52\|150.46\|153.33\|144.37\|70825;2026-07-08\|141.94\|-3.76\|148.31\|149.90\|138.80\|75939;2026-07-09\|150.50\|6.03\|144.79\|150.61\|138.56\|105449;2026-07-10\|142.04\|-5.62\|152.01\|155.76\|141.50\|103588;2026-07-13\|131.40\|-7.49\|139.45\|143.50\|131.02\|92437;2026-07-14\|138.02\|5.04\|133.08\|138.80\|128.29\|89530;2026-07-15\|129.10\|-6.46\|139.12\|142.44\|128.60\|73036;2026-07-16\|119.20\|-7.67\|125.76\|128.31\|117.94\|106852;2026-07-17\|107.28\|-10.00\|118.70\|119.19\|107.28\|96575;2026-07-20\|100.00\|-6.79\|113.00\|115.00\|97.08\|133341;2026-07-21\|110.00\|10.00\|103.30\|110.00\|90.00\|148353;2026-07-22\|108.56\|-1.31\|109.99\|113.34\|107.38\|132045;2026-07-23\|107.59\|-0.89\|109.86\|112.48\|106.50\|87794;2026-07-24\|106.00\|-1.48\|106.00\|109.23\|103.00\|68386;2026-07-27\|108.51\|2.37\|105.02\|108.56\|102.81\|90408;2026-07-28\|100.28\|-7.58\|106.00\|109.36\|99.45\|102942;2026-07-29\|98.55\|-1.73\|100.45\|102.51\|93.66\|100703;2026-07-30\|91.10\|-7.56\|97.93\|98.42\|89.09\|100037;2026-07-31\|94.70\|3.95\|100.21\|100.21\|94.50\|113275;2026-08-03\|91.18\|-3.72\|93.38\|94.37\|90.07\|83593;2026-08-04\|100.30\|10.00\|93.00\|100.30\|91.86\|119145;2026-08-05\|108.63\|8.31\|98.67\|109.83\|97.78\|141552;2026-08-06\|111.76\|2.88\|106.95\|113.88\|105.58\|111623;2026-08-07\|115.86\|3.67\|113.71\|117.00\|110.52\|105073;2026-08-10\|112.74\|-2.69\|117.00\|117.83\|109.46\|113610;2026-08-11\|117.64\|4.35\|112.32\|124.01\|110.67\|164222;2026-08-12\|119.39\|1.49\|119.00\|121.65\|115.50\|109197;2026-08-13\|118.25\|-0.95\|121.95\|124.80\|118.00\|103764;2026-08-14\|130.08\|10.00\|120.20\|130.08\|118.66\|130754;2026-08-17\|143.09\|10.00\|135.29\|143.09\|133.14\|172019;2026-08-18\|143.61\|0.36\|147.09\|150.00\|141.37\|186817;2026-08-19\|129.25\|-10.00\|139.65\|141.28\|129.25\|165266;2026-08-20\|129.13\|-0.09\|133.00\|134.50\|127.82\|128860;2026-08-21\|142.04\|10.00\|128.19\|142.04\|126.11\|161179;2026-08-24\|134.60\|-5.24\|143.36\|145.00\|131.00\|168449;2026-08-25\|128.00\|-4.90\|128.01\|131.89\|124.95\|115626;2026-08-26\|126.92\|-0.84\|128.61\|131.45\|123.83\|109452;2026-08-27\|131.35\|3.49\|129.19\|133.38\|126.40\|120517;2026-08-28\|126.65\|-3.58\|130.05\|133.20\|126.60\|101704;2026-08-31\|127.49\|0.66\|122.88\|128.00\|122.64\|87606;2026-09-01\|122.18\|-4.17\|127.08\|127.65\|120.60\|95298;2026-09-02\|118.92\|-2.67\|119.50\|121.30\|117.50\|76728;2026-09-03\|120.39\|1.24\|119.52\|120.94\|117.20\|70677;2026-09-04\|113.78\|-5.49\|120.65\|121.49\|112.40\|100518;2026-09-07\|120.72\|6.10\|115.37\|121.85\|115.00\|92667;2026-09-08\|118.75\|-1.63\|120.18\|121.00\|116.88\|72182;2026-09-09\|120.60\|1.56\|122.00\|124.95\|118.01\|124149;2026-09-10\|120.12\|-0.40\|118.00\|125.55\|116.66\|100441
121881	美股光通信板块集体大涨	资产重组+光通信+董事增持行业原因： 1、半导体板块大幅反弹，板块内超80只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%，科创50指数午后大涨逾10%。 2、亚洲股市今日普遍反弹，韩国综合指数、日经225指数涨超3%。公司原因： 1、据2026年7月1日公告，公司收购富创优越事项已于6月29日获上交所同意恢复审核。据2026年6月27日公告，富创优越专注于800G/1.6T高端光模块，具备CPO等技术路线的产业化能力，是多家全球龙头光模块厂商的主要PCBA供应商。 2、据2026年7月21日公告，公司董事兼董事会秘书臧琨于7月20日以64.23元/股的均价增持公司2.26万股，耗资145.16万元。 3、据2026年6月27日公告，公司主营汽车被动安全业务，2025年营收25.03亿元；同时将光通信行业确立为“第二增长曲线”，拟全资收购富创优越布局AI及算力制造产业链。	1、国内光刻胶产业链龙头之一，目前已批量供应国内头部晶圆厂； 2、公司拟以15.04亿元收购富创优越剩余57.84%股权，实现全资控股。标的是全球AI及算力制造产业链企业，致力于高速率光模块、高速铜缆连接器等	2026-05-07\|108.69\|10.00\|99.41\|108.69\|98.00\|228324;2026-05-08\|107.52\|-1.08\|108.78\|109.97\|106.10\|186000;2026-05-11\|107.15\|-0.34\|107.52\|109.52\|105.60\|173943;2026-05-12\|109.31\|2.02\|108.88\|109.99\|106.10\|196759;2026-05-13\|108.70\|-0.56\|107.97\|109.98\|106.86\|135898;2026-05-14\|109.40\|0.64\|109.88\|112.76\|103.00\|237174;2026-05-15\|107.68\|-1.57\|109.45\|112.46\|105.01\|177582;2026-05-18\|111.52\|3.57\|107.00\|112.73\|106.95\|179826;2026-05-19\|111.06\|-0.41\|109.93\|111.99\|106.20\|162850;2026-05-20\|113.20\|1.93\|111.06\|116.97\|111.06\|174687;2026-05-21\|107.48\|-5.05\|113.39\|115.00\|107.01\|162819;2026-05-22\|107.92\|0.41\|108.00\|110.23\|106.18\|121930;2026-05-25\|111.87\|3.66\|109.10\|113.50\|107.50\|136654;2026-05-26\|118.39\|5.83\|111.99\|120.20\|111.00\|209948;2026-05-27\|114.44\|-3.34\|118.00\|118.88\|113.91\|143995;2026-05-28\|116.76\|2.03\|114.88\|118.98\|111.91\|137847;2026-05-29\|109.48\|-6.24\|116.78\|120.03\|107.08\|185011;2026-06-01\|102.39\|-6.48\|109.00\|112.70\|102.20\|171752;2026-06-02\|101.81\|-0.57\|103.84\|104.50\|100.00\|132069;2026-06-03\|106.98\|5.08\|105.00\|111.99\|105.00\|223350;2026-06-04\|103.63\|-3.13\|105.00\|106.35\|102.80\|137496;2026-06-05\|98.95\|-4.52\|101.99\|104.11\|98.20\|140374;2026-06-08\|91.43\|-7.60\|89.86\|95.20\|89.86\|146312;2026-06-09\|98.97\|8.25\|93.58\|99.50\|91.57\|161494;2026-06-10\|99.30\|0.33\|96.00\|102.50\|95.09\|133366;2026-06-11\|102.70\|3.42\|98.75\|103.34\|97.33\|137244;2026-06-12\|100.98\|-1.67\|105.98\|108.09\|99.00\|146188;2026-06-15\|105.04\|4.02\|101.48\|107.97\|99.01\|141034;2026-06-16\|106.30\|1.28\|107.00\|108.28\|103.95\|99145;2026-06-17\|107.96\|1.56\|104.16\|109.27\|104.16\|110543;2026-06-18\|111.50\|3.28\|106.40\|111.86\|106.40\|122726;2026-06-22\|110.20\|-1.17\|112.00\|118.26\|108.00\|174773;2026-06-23\|108.89\|-1.19\|111.00\|115.20\|106.50\|137575;2026-06-24\|116.12\|6.64\|109.52\|117.44\|107.00\|189818;2026-06-25\|114.33\|-1.54\|118.00\|118.18\|113.01\|130340;2026-06-26\|106.80\|-6.59\|112.90\|113.78\|106.68\|126705;2026-06-29\|108.04\|1.16\|109.00\|116.48\|103.40\|212958;2026-06-30\|103.69\|-4.03\|107.01\|111.00\|98.89\|209236;2026-07-01\|102.51\|-1.14\|101.76\|109.88\|100.40\|215204;2026-07-02\|100.20\|-2.25\|99.00\|104.58\|97.00\|137294;2026-07-03\|94.97\|-5.22\|100.20\|100.82\|94.50\|153830;2026-07-06\|92.19\|-2.93\|96.50\|96.97\|91.03\|102168;2026-07-07\|95.78\|3.89\|92.77\|97.30\|92.20\|108694;2026-07-08\|91.75\|-4.21\|95.60\|97.52\|89.50\|99316;2026-07-09\|96.28\|4.94\|93.00\|96.99\|88.80\|108300;2026-07-10\|89.46\|-7.08\|97.66\|100.00\|89.30\|136670;2026-07-13\|83.53\|-6.63\|89.50\|90.32\|83.06\|123225;2026-07-14\|85.50\|2.36\|83.53\|85.58\|80.60\|124085;2026-07-15\|80.25\|-6.14\|84.84\|86.35\|80.00\|111314;2026-07-16\|79.30\|-1.18\|79.49\|80.95\|76.65\|101920;2026-07-17\|71.37\|-10.00\|79.22\|79.22\|71.37\|149401;2026-07-20\|64.23\|-10.00\|72.80\|73.39\|64.23\|174168;2026-07-21\|70.65\|10.00\|63.89\|70.65\|58.59\|233670;2026-07-22\|70.17\|-0.68\|71.00\|73.20\|69.08\|147566;2026-07-23\|67.65\|-3.59\|70.86\|72.66\|67.02\|104896;2026-07-24\|67.26\|-0.58\|66.00\|68.77\|65.88\|99226;2026-07-27\|67.30\|0.06\|67.26\|68.15\|64.61\|105035;2026-07-28\|61.51\|-8.60\|65.51\|66.96\|60.92\|121182;2026-07-29\|61.10\|-0.67\|62.00\|62.33\|58.05\|154263;2026-07-30\|54.99\|-10.00\|61.18\|61.20\|54.99\|162448;2026-07-31\|57.88\|5.26\|58.70\|60.49\|57.80\|175688;2026-08-03\|55.75\|-3.68\|58.18\|58.49\|54.83\|139320;2026-08-04\|61.33\|10.01\|57.00\|61.33\|55.78\|124291;2026-08-05\|67.46\|10.00\|61.38\|67.46\|61.38\|152194;2026-08-06\|67.50\|0.06\|67.20\|68.98\|65.55\|178009;2026-08-07\|73.03\|8.19\|67.67\|74.25\|66.29\|221325;2026-08-10\|78.00\|6.81\|77.95\|79.50\|73.36\|264284;2026-08-11\|70.80\|-9.23\|74.00\|76.00\|70.50\|218127;2026-08-12\|71.55\|1.06\|70.81\|72.95\|70.50\|138715;2026-08-13\|72.00\|0.63\|72.88\|77.14\|72.00\|212904;2026-08-14\|73.00\|1.39\|72.16\|74.00\|70.87\|114539;2026-08-17\|76.60\|4.93\|73.37\|76.86\|72.50\|126009;2026-08-18\|77.20\|0.78\|76.80\|78.61\|75.02\|127964;2026-08-19\|70.11\|-9.18\|74.00\|75.50\|69.57\|145566;2026-08-20\|74.28\|5.95\|71.98\|75.16\|70.66\|157315;2026-08-21\|74.26\|-0.03\|74.20\|75.65\|72.24\|105088;2026-08-24\|72.98\|-1.72\|74.18\|75.14\|70.96\|90408;2026-08-25\|73.08\|0.14\|72.02\|74.39\|70.57\|104140;2026-08-26\|74.18\|1.51\|73.00\|75.50\|70.96\|120590;2026-08-27\|77.47\|4.44\|74.25\|78.45\|74.00\|123823;2026-08-28\|77.06\|-0.53\|77.00\|80.39\|76.56\|131547;2026-08-31\|78.29\|1.60\|75.91\|79.90\|75.63\|122182;2026-09-01\|76.13\|-2.76\|79.80\|79.93\|75.80\|101284;2026-09-02\|75.51\|-0.81\|75.16\|77.00\|74.31\|59020;2026-09-03\|75.00\|-0.68\|76.60\|77.40\|73.00\|72932;2026-09-04\|71.57\|-4.57\|75.50\|76.01\|71.01\|80639;2026-09-07\|75.71\|5.78\|72.55\|76.35\|71.83\|104885;2026-09-08\|75.85\|0.18\|75.80\|77.45\|74.20\|83360;2026-09-09\|76.86\|1.33\|76.97\|79.18\|75.33\|118929;2026-09-10\|78.18\|1.72\|76.74\|79.19\|76.20\|106213
121880	美股光通信板块集体大涨	光通信设备+半导体设备+AI算力行业原因： 1、据上证报5月22日报道，AI数据中心建设推动光纤价格一年涨6倍，G.652.D光纤现货价已破100元/芯公里，供需紧张持续。 2、兴业证券5月17日研报指出，800G/1.6T光模块需求有望再超预期，AI算力扩张驱动光通信产业链高景气。公司原因： 1、据2026年5月20日互动易，公司在光通信半导体领域布局了芯片外观检测、巴条排列与拆分、芯片摆盘、共晶固晶及光模块自动化线等装备，并围绕CPO相关耦合、测试和高精度固晶设备开展技术储备和研发验证。 2、据2026年5月21日互动易，公司在光芯片、光器件、光模块等产业链客户包括源杰科技、华为海思、长光华芯、中际旭创、菲尼萨、永鼎股份、剑桥科技等。	1、公司在光通讯设备领域已形成包括摆盘、AOI检测、固晶等产品系列，并持续面向高速率（含CPO/硅光）技术迭代； 2、公司依托精密机械加工制造能力，持续加大在机器人相关领域的研发与应用投入，在机器人相关领域主要开展零部件加工与制造业务	2026-05-07\|121.50\|4.29\|117.48\|121.88\|114.17\|81188;2026-05-08\|127.26\|4.74\|116.00\|128.74\|113.20\|98570;2026-05-11\|126.81\|-0.35\|127.48\|128.99\|120.88\|83732;2026-05-12\|121.85\|-3.91\|126.20\|129.99\|120.15\|61246;2026-05-13\|129.42\|6.21\|120.43\|129.80\|120.43\|73340;2026-05-14\|121.23\|-6.33\|128.01\|134.49\|121.08\|72043;2026-05-15\|118.00\|-2.66\|120.55\|125.80\|115.74\|51930;2026-05-18\|118.60\|0.51\|116.98\|122.98\|115.83\|39146;2026-05-19\|117.64\|-0.81\|117.02\|119.65\|113.16\|36202;2026-05-20\|124.19\|5.57\|116.60\|124.87\|114.32\|52936;2026-05-21\|113.50\|-8.61\|124.00\|125.00\|112.00\|53928;2026-05-22\|136.20\|20.00\|115.50\|136.20\|114.98\|110271;2026-05-25\|149.00\|9.40\|144.00\|150.99\|138.96\|103827;2026-05-26\|144.50\|-3.02\|148.00\|153.90\|136.18\|92417;2026-05-27\|135.42\|-6.28\|143.06\|146.00\|131.41\|67353;2026-05-28\|135.18\|-0.18\|134.00\|136.66\|132.29\|50926;2026-05-29\|125.58\|-7.10\|135.70\|142.85\|122.20\|76137;2026-06-01\|117.05\|-6.79\|125.69\|128.99\|116.88\|46393;2026-06-02\|133.08\|13.70\|118.60\|135.00\|118.20\|75301;2026-06-03\|91.09\|-3.95\|96.50\|97.92\|89.00\|100565;2026-06-04\|92.84\|1.92\|89.07\|94.88\|88.86\|63673;2026-06-05\|86.52\|-6.81\|88.14\|89.93\|85.88\|71338;2026-06-08\|83.00\|-4.07\|80.00\|83.71\|79.80\|53119;2026-06-09\|87.42\|5.33\|84.00\|88.24\|81.30\|57705;2026-06-10\|85.30\|-2.43\|85.91\|86.22\|83.01\|40032;2026-06-11\|82.21\|-3.62\|84.17\|86.58\|81.23\|31881;2026-06-12\|78.45\|-4.57\|84.50\|85.50\|77.62\|45960;2026-06-15\|91.38\|16.48\|79.68\|93.70\|79.40\|91560;2026-06-16\|106.92\|17.01\|92.61\|109.00\|91.51\|118073;2026-06-17\|111.00\|3.82\|106.00\|113.67\|104.78\|91343;2026-06-18\|113.00\|1.80\|110.31\|113.62\|107.66\|68001;2026-06-22\|110.01\|-2.65\|112.79\|113.00\|105.55\|56743;2026-06-23\|107.00\|-2.74\|110.02\|111.85\|104.81\|45790;2026-06-24\|113.02\|5.63\|108.07\|115.59\|106.11\|56897;2026-06-25\|110.90\|-1.88\|112.10\|118.50\|109.19\|55186;2026-06-26\|104.58\|-5.70\|110.36\|110.89\|103.88\|43184;2026-06-29\|105.01\|0.41\|106.00\|107.00\|96.06\|62045;2026-06-30\|116.01\|10.48\|110.56\|120.55\|110.01\|82121;2026-07-01\|119.54\|3.04\|115.21\|130.99\|114.58\|72974;2026-07-02\|111.58\|-6.66\|114.67\|119.00\|111.01\|48695;2026-07-03\|104.43\|-6.41\|110.90\|112.00\|104.00\|43176;2026-07-06\|100.29\|-3.96\|105.09\|105.85\|97.77\|35593;2026-07-07\|95.61\|-4.67\|99.99\|100.54\|93.20\|35002;2026-07-08\|92.02\|-3.75\|97.52\|98.75\|90.30\|32685;2026-07-09\|95.50\|3.78\|94.75\|95.58\|88.70\|38447;2026-07-10\|92.71\|-2.92\|98.01\|102.74\|92.26\|68377;2026-07-13\|85.56\|-7.71\|91.32\|93.53\|85.26\|53378;2026-07-14\|87.85\|2.68\|87.77\|88.66\|82.99\|34691;2026-07-15\|81.89\|-6.78\|89.62\|89.98\|81.00\|38966;2026-07-16\|76.70\|-6.34\|80.58\|81.29\|76.18\|40723;2026-07-17\|67.17\|-12.43\|76.18\|77.01\|65.90\|58610;2026-07-20\|60.00\|-10.67\|69.23\|69.90\|58.31\|61415;2026-07-21\|65.25\|8.75\|60.58\|65.36\|51.83\|70999;2026-07-22\|63.70\|-2.38\|64.88\|68.26\|63.08\|53404;2026-07-23\|62.21\|-2.34\|64.20\|66.72\|61.63\|34892;2026-07-24\|62.13\|-0.13\|61.89\|66.00\|60.00\|41608;2026-07-27\|65.71\|5.76\|62.94\|65.96\|61.88\|47265;2026-07-28\|61.80\|-5.95\|64.61\|66.36\|61.32\|41849;2026-07-29\|59.01\|-4.51\|61.81\|62.00\|56.12\|49297;2026-07-30\|52.51\|-11.02\|58.55\|58.87\|51.71\|51201;2026-07-31\|55.48\|5.66\|57.99\|63.01\|55.34\|109170;2026-08-03\|53.39\|-3.77\|54.80\|56.42\|52.72\|73744;2026-08-04\|57.31\|7.34\|54.49\|58.20\|53.43\|64066;2026-08-05\|62.53\|9.11\|55.74\|63.84\|55.00\|78420;2026-08-06\|64.99\|3.93\|61.52\|67.10\|60.65\|88521;2026-08-07\|69.07\|6.28\|64.71\|69.35\|63.65\|79371;2026-08-10\|66.21\|-4.14\|69.32\|70.43\|65.60\|88910;2026-08-11\|69.45\|4.89\|65.55\|71.43\|63.60\|100188;2026-08-12\|72.18\|3.93\|68.71\|73.85\|68.53\|85852;2026-08-13\|69.10\|-4.27\|72.56\|74.18\|69.00\|73053;2026-08-14\|71.88\|4.02\|69.12\|73.99\|68.82\|57919;2026-08-17\|74.50\|3.65\|72.16\|74.80\|70.51\|61708;2026-08-18\|75.45\|1.28\|77.00\|77.77\|72.80\|80407;2026-08-19\|67.49\|-10.55\|72.50\|73.54\|67.10\|68540;2026-08-20\|69.63\|3.17\|68.96\|71.00\|66.97\|50268;2026-08-21\|70.03\|0.57\|68.53\|72.05\|67.77\|39869;2026-08-24\|70.80\|1.10\|71.30\|74.28\|68.30\|73266;2026-08-25\|73.50\|3.81\|69.36\|74.61\|67.63\|78337;2026-08-26\|73.75\|0.34\|74.00\|78.20\|70.77\|86832;2026-08-27\|79.51\|7.81\|76.70\|82.55\|73.00\|130192;2026-08-28\|80.00\|0.62\|82.96\|84.94\|79.71\|91770;2026-08-31\|82.11\|2.64\|77.73\|83.50\|77.38\|70807;2026-09-01\|77.45\|-5.68\|81.67\|81.98\|76.50\|58553;2026-09-02\|77.65\|0.26\|76.00\|79.29\|75.30\|44138;2026-09-03\|78.84\|1.53\|78.53\|80.22\|77.06\|42415;2026-09-04\|75.59\|-4.12\|78.05\|81.81\|74.48\|53367;2026-09-07\|86.96\|15.04\|76.83\|87.17\|76.70\|98066;2026-09-08\|84.78\|-2.51\|86.83\|88.36\|84.10\|73301;2026-09-09\|83.58\|-1.42\|86.73\|86.90\|83.04\|61273;2026-09-10\|81.38\|-2.63\|82.72\|83.69\|80.90\|44424
121879	美股光通信板块集体大涨	涨停揭秘：全资子公司意华新能源光伏跟踪器全球市占率超30%，排名第一；光伏装机加速+美国ITC延期催化出口需求；HJT、TOPCon技术迭代带动跟踪支架渗透率提升；涨停缘由：全球光伏跟踪器出货量第一，深度绑定Nextracker等头部客户；2026年Q1海外订单饱满，Q2排产环比提升；受益于美国《通胀削减法案》补贴延续及欧洲能源转型提速；资金逻辑：资金博弈光伏设备出海主线，跟踪器作为高毛利细分赛道，具备业绩确定性与弹性，叠加低位估值吸引配置型资金回流；风险提示：海外贸易政策变动及汇率波动可能影响盈利稳定性，行业扩产或加剧价格竞争	1、国内少数实现高速连接器量产的企业之一；公司聚焦于5G、6G和光通讯模块的研发制造，具有完整自主知识产权的5GSFP、SFP+系列产品已陆续研发成功并通过关键客户各项性能测试； 2、公司在研2X4/2X8 OSFP液冷屏蔽组件及NPC模组类产品，主要用于对连接器和光模块信号传递接触面进行散热处理，在光模块出货放量及液冷技术加速渗透背景下，前瞻布局相关产品	2026-05-07\|63.96\|7.42\|59.46\|64.60\|58.70\|170025;2026-05-08\|63.24\|-1.13\|62.60\|64.36\|62.00\|104011;2026-05-11\|68.11\|7.70\|64.55\|69.50\|64.07\|236489;2026-05-12\|72.40\|6.30\|68.67\|74.92\|66.06\|322414;2026-05-13\|74.95\|3.52\|72.50\|76.39\|72.28\|242319;2026-05-14\|70.01\|-6.59\|74.39\|74.39\|69.90\|179432;2026-05-15\|68.10\|-2.73\|71.28\|71.89\|67.35\|139392;2026-05-18\|67.80\|-0.44\|68.72\|71.27\|67.16\|143844;2026-05-19\|73.49\|8.39\|68.00\|74.48\|65.22\|252355;2026-05-20\|70.84\|-3.61\|72.94\|73.06\|69.90\|161907;2026-05-21\|65.56\|-7.45\|71.13\|72.08\|65.30\|166812;2026-05-22\|72.12\|10.01\|66.56\|72.12\|65.20\|209636;2026-05-25\|79.33\|10.00\|75.00\|79.33\|74.26\|170506;2026-05-26\|81.30\|2.48\|84.08\|87.26\|80.33\|409191;2026-05-27\|79.99\|-1.61\|81.58\|83.00\|78.38\|260587;2026-05-28\|80.55\|0.70\|78.20\|83.82\|78.20\|190139;2026-05-29\|76.90\|-4.53\|81.01\|84.29\|75.57\|149150;2026-06-01\|80.18\|4.95\|77.66\|84.04\|76.96\|258682;2026-06-02\|88.20\|10.00\|82.40\|88.20\|82.28\|74528;2026-06-03\|91.20\|3.40\|95.08\|96.99\|88.22\|315863;2026-06-04\|96.15\|5.43\|88.75\|99.47\|85.88\|311983;2026-06-05\|91.45\|-4.89\|93.01\|98.27\|90.88\|222019;2026-06-08\|82.31\|-9.99\|87.11\|87.70\|82.31\|198064;2026-06-09\|85.26\|3.58\|82.36\|88.98\|80.64\|221360;2026-06-10\|84.80\|-0.54\|86.84\|88.88\|82.86\|144091;2026-06-11\|80.14\|-5.50\|83.40\|83.96\|78.80\|142261;2026-06-12\|78.98\|-1.45\|81.80\|85.56\|78.30\|148902;2026-06-15\|86.88\|10.00\|79.74\|86.88\|79.74\|115234;2026-06-16\|87.96\|1.24\|87.96\|88.48\|84.70\|183252;2026-06-17\|88.00\|0.05\|86.88\|88.34\|85.20\|143600;2026-06-18\|96.80\|10.00\|87.70\|96.80\|87.00\|130101;2026-06-22\|94.10\|-2.79\|101.60\|104.00\|92.00\|232105;2026-06-23\|84.69\|-10.00\|94.50\|95.15\|84.69\|198859;2026-06-24\|93.16\|10.00\|84.69\|93.16\|84.02\|210294;2026-06-25\|91.65\|-1.62\|93.00\|94.48\|89.60\|203160;2026-06-26\|84.50\|-7.80\|90.00\|91.00\|83.40\|158396;2026-06-29\|79.98\|-5.35\|84.52\|88.75\|78.66\|162478;2026-06-30\|87.98\|10.00\|81.50\|87.98\|80.00\|165423;2026-07-01\|82.68\|-6.02\|87.98\|90.50\|82.20\|182027;2026-07-02\|79.40\|-3.97\|80.00\|87.17\|78.95\|194802;2026-07-03\|77.70\|-2.14\|80.71\|82.35\|77.50\|152109;2026-07-06\|82.10\|5.66\|77.74\|85.47\|75.88\|247802;2026-07-07\|82.78\|0.83\|80.72\|86.75\|80.60\|235726;2026-07-08\|83.35\|0.69\|84.14\|88.00\|82.42\|215494;2026-07-09\|88.55\|6.24\|82.50\|89.32\|80.65\|234522;2026-07-10\|82.33\|-7.02\|88.51\|91.00\|82.33\|221879;2026-07-13\|80.73\|-1.94\|82.32\|89.00\|80.00\|226377;2026-07-14\|75.69\|-6.24\|80.11\|82.82\|72.66\|197353;2026-07-15\|71.01\|-6.18\|75.32\|76.41\|69.97\|141127;2026-07-16\|69.66\|-1.90\|70.00\|73.17\|67.18\|112318;2026-07-17\|62.69\|-10.01\|68.76\|69.35\|62.69\|113729;2026-07-20\|57.36\|-8.50\|62.00\|63.07\|56.42\|167289;2026-07-21\|61.57\|7.34\|59.37\|61.63\|51.67\|172180;2026-07-22\|64.71\|5.10\|60.00\|67.73\|59.99\|236853;2026-07-23\|60.97\|-5.78\|64.90\|66.33\|60.20\|152813;2026-07-24\|59.01\|-3.21\|60.00\|61.99\|59.00\|100628;2026-07-27\|61.32\|3.91\|58.95\|61.50\|57.26\|97102;2026-07-28\|56.53\|-7.81\|59.51\|59.79\|56.00\|101702;2026-07-29\|54.97\|-2.76\|56.53\|57.19\|52.58\|110414;2026-07-30\|49.47\|-10.01\|54.23\|54.94\|49.47\|131539;2026-07-31\|51.98\|5.07\|52.13\|54.42\|51.50\|162070;2026-08-03\|49.76\|-4.27\|51.00\|52.97\|49.38\|113223;2026-08-04\|52.44\|5.39\|50.49\|53.01\|49.86\|104924;2026-08-05\|55.60\|6.03\|51.79\|56.70\|51.20\|121148;2026-08-06\|56.75\|2.07\|54.87\|57.46\|54.28\|107340;2026-08-07\|58.19\|2.54\|57.50\|58.66\|55.77\|107598;2026-08-10\|57.44\|-1.29\|58.18\|59.38\|56.56\|86639;2026-08-11\|57.18\|-0.45\|57.35\|58.62\|56.32\|71783;2026-08-12\|58.09\|1.59\|57.27\|58.41\|56.50\|80377;2026-08-13\|58.30\|0.36\|59.04\|60.77\|58.30\|108274;2026-08-14\|59.98\|2.88\|59.34\|60.20\|58.35\|81395;2026-08-17\|61.82\|3.07\|60.17\|61.88\|59.20\|83686;2026-08-18\|61.81\|-0.02\|61.70\|62.12\|60.06\|84325;2026-08-19\|55.63\|-10.00\|60.00\|60.49\|55.63\|96127;2026-08-20\|56.52\|1.60\|56.03\|57.74\|55.00\|79341;2026-08-21\|57.71\|2.11\|56.16\|58.36\|55.15\|60241;2026-08-24\|56.60\|-1.92\|57.70\|59.28\|54.68\|87381;2026-08-25\|57.72\|1.98\|54.62\|58.87\|53.45\|97545;2026-08-26\|56.05\|-2.89\|58.00\|58.30\|54.60\|74451;2026-08-27\|59.05\|5.35\|57.13\|59.28\|56.10\|95425;2026-08-28\|57.00\|-3.47\|58.66\|59.59\|56.90\|67895;2026-08-31\|60.00\|5.26\|55.89\|60.70\|55.50\|100817;2026-09-01\|58.31\|-2.82\|60.02\|60.42\|57.90\|80682;2026-09-02\|57.46\|-1.46\|57.84\|58.08\|56.38\|60578;2026-09-03\|59.08\|2.82\|58.20\|59.40\|56.90\|88376;2026-09-04\|57.35\|-2.93\|59.51\|61.82\|56.80\|149214;2026-09-07\|61.30\|6.89\|57.90\|61.96\|57.90\|186755;2026-09-08\|64.30\|4.89\|61.37\|64.85\|60.39\|185830;2026-09-09\|62.92\|-2.15\|65.50\|65.86\|61.44\|166260;2026-09-10\|63.33\|0.65\|63.00\|66.65\|62.26\|194611
121878	美股光通信板块集体大涨	回购+中报预增+CPO+南孚电池行业原因：隔夜美股存储芯片板块大幅反弹，市场对AI与科技股的去杠杆担忧缓解，韩股SK海力士早盘大涨近30%。公司原因： 1、据2026年7月30日公告，公司于2026年7月29日首次回购股份42.39万股，支付总金额1514.68万元。此前公司披露回购方案，拟回购金额1亿元至1.5亿元。 2、据2026年7月11日公告，公司预计2026年半年度实现归母净利润1.80亿元至2.10亿元，同比增长68.94%至97.10%，主要因南孚电池经营稳健及公司持有其权益比例提升至46.02%。 3、据2026年7月13日互动易，公司参股的苏州易缆微独创硅光异质集成薄膜铌酸锂技术平台，是实现数据中心1.6T/3.2T光模块和光电共封装CPO的核心技术，已向多家主流光模块厂商送样测试并推进量产。 4、据2025年半年度报告，公司旗下南孚电池是国内一次性电池领导者，“南孚牌”碱锰电池连续三十二年在中国市场销量第一。	1、公司联合领投苏州易缆微3000万元，占股4.3%，布局1.6T/3.2T光模块核心芯片及CPO解决方案，加码光芯片赛道； 2、公司战略投资的苏州易缆微硅光异质集成薄膜铌酸锂芯片已为某航天系上市公司提供产品与服务	2026-05-07\|46.63\|10.00\|42.00\|46.63\|40.93\|242254;2026-05-08\|48.98\|5.04\|45.09\|49.36\|45.00\|282757;2026-05-11\|48.92\|-0.12\|50.00\|52.93\|48.72\|348932;2026-05-12\|48.56\|-0.74\|48.73\|49.93\|47.19\|205583;2026-05-13\|51.84\|6.75\|48.00\|53.42\|47.74\|357125;2026-05-14\|51.50\|-0.66\|53.00\|53.80\|51.50\|257929;2026-05-15\|49.90\|-3.11\|51.92\|52.93\|49.47\|207505;2026-05-18\|54.89\|10.00\|49.11\|54.89\|48.90\|195659;2026-05-19\|56.98\|3.81\|54.35\|57.28\|53.28\|312142;2026-05-20\|56.84\|-0.25\|54.50\|56.99\|53.73\|251716;2026-05-21\|51.17\|-9.98\|56.31\|56.99\|51.16\|280644;2026-05-22\|55.91\|9.26\|51.16\|56.29\|51.10\|247950;2026-05-25\|54.98\|-1.66\|56.80\|56.80\|53.50\|162318;2026-05-26\|53.13\|-3.36\|56.45\|57.50\|51.90\|202623;2026-05-27\|52.76\|-0.70\|52.54\|55.30\|50.60\|231142;2026-05-28\|58.04\|10.01\|52.00\|58.04\|51.00\|255326;2026-05-29\|60.10\|3.55\|59.40\|62.50\|58.99\|339821;2026-06-01\|58.00\|-3.49\|61.71\|64.09\|57.76\|358553;2026-06-02\|61.83\|6.60\|58.14\|62.97\|56.87\|294189;2026-06-03\|63.26\|2.31\|62.00\|63.66\|60.50\|300118;2026-06-04\|60.95\|-3.65\|60.50\|64.51\|60.18\|211447;2026-06-05\|57.52\|-5.63\|60.06\|61.36\|57.07\|203483;2026-06-08\|54.34\|-5.53\|53.48\|56.50\|53.02\|215432;2026-06-09\|56.35\|3.70\|55.11\|56.80\|53.61\|172883;2026-06-10\|53.90\|-4.35\|54.88\|55.10\|52.88\|138898;2026-06-11\|51.60\|-4.27\|53.04\|54.30\|51.22\|168060;2026-06-12\|50.83\|-1.49\|52.98\|53.78\|50.65\|139699;2026-06-15\|53.85\|5.94\|51.31\|54.44\|51.00\|147009;2026-06-16\|53.24\|-1.13\|53.85\|55.11\|52.50\|170176;2026-06-17\|52.85\|-0.73\|52.93\|54.25\|52.00\|172764;2026-06-18\|50.01\|-5.37\|52.70\|52.92\|49.55\|265123;2026-06-22\|51.30\|2.58\|50.82\|52.16\|49.29\|216554;2026-06-23\|53.45\|4.19\|50.94\|53.89\|48.32\|254319;2026-06-24\|53.50\|0.09\|52.58\|54.99\|52.10\|244063;2026-06-25\|57.82\|8.07\|54.00\|58.85\|53.41\|389741;2026-06-26\|52.04\|-10.00\|56.97\|57.50\|52.04\|273056;2026-06-29\|51.85\|-0.37\|50.90\|53.30\|47.77\|272647;2026-06-30\|53.25\|2.70\|50.80\|55.30\|50.01\|228741;2026-07-01\|50.55\|-5.07\|52.80\|54.83\|50.25\|219112;2026-07-02\|54.14\|7.10\|49.80\|55.61\|48.55\|344745;2026-07-03\|52.82\|-2.44\|55.00\|55.90\|52.20\|232805;2026-07-06\|48.65\|-7.89\|53.88\|54.02\|48.58\|200665;2026-07-07\|46.44\|-4.54\|48.88\|48.88\|45.61\|136330;2026-07-08\|46.00\|-0.95\|46.84\|47.85\|43.98\|135582;2026-07-09\|47.40\|3.04\|46.10\|47.50\|44.00\|127311;2026-07-10\|47.67\|0.57\|49.15\|50.65\|47.53\|182811;2026-07-13\|50.74\|6.44\|49.60\|52.28\|49.19\|270109;2026-07-14\|50.88\|0.28\|50.56\|51.03\|48.27\|164912;2026-07-15\|51.40\|1.02\|52.88\|54.33\|50.00\|215095;2026-07-16\|49.03\|-4.61\|48.41\|52.55\|48.11\|201235;2026-07-17\|44.13\|-9.99\|48.98\|49.48\|44.13\|157963;2026-07-20\|39.72\|-9.99\|43.77\|44.00\|39.72\|154764;2026-07-21\|40.38\|1.66\|39.00\|40.45\|35.75\|255970;2026-07-22\|38.98\|-3.47\|39.80\|41.10\|38.01\|242782;2026-07-23\|37.19\|-4.59\|39.75\|41.56\|36.50\|233566;2026-07-24\|37.49\|0.81\|36.81\|38.79\|36.00\|216703;2026-07-27\|38.88\|3.71\|37.23\|39.00\|36.81\|119922;2026-07-28\|37.30\|-4.06\|40.49\|41.00\|37.02\|242538;2026-07-29\|36.11\|-3.19\|36.98\|37.27\|35.10\|178539;2026-07-30\|34.06\|-5.68\|35.88\|36.28\|33.37\|199542;2026-07-31\|37.47\|10.01\|36.01\|37.47\|36.01\|189100;2026-08-03\|36.26\|-3.23\|38.38\|38.40\|36.10\|162796;2026-08-04\|37.83\|4.33\|36.20\|38.22\|36.01\|131404;2026-08-05\|39.04\|3.20\|36.61\|39.70\|36.50\|156957;2026-08-06\|39.30\|0.67\|38.48\|39.88\|38.10\|107601;2026-08-07\|39.90\|1.53\|39.30\|40.40\|38.40\|113688;2026-08-10\|40.35\|1.13\|40.50\|41.02\|38.90\|116736;2026-08-11\|40.40\|0.12\|40.00\|40.95\|39.50\|83212;2026-08-12\|41.26\|2.13\|40.25\|41.75\|40.20\|95683;2026-08-13\|40.30\|-2.33\|41.04\|41.96\|40.27\|106570;2026-08-14\|41.71\|3.50\|40.10\|41.99\|40.08\|115073;2026-08-17\|43.75\|4.89\|41.66\|44.52\|40.36\|218954;2026-08-18\|42.50\|-2.86\|43.00\|43.75\|41.30\|171720;2026-08-19\|38.25\|-10.00\|40.69\|41.21\|38.25\|143523;2026-08-20\|39.29\|2.72\|38.25\|39.97\|36.88\|157446;2026-08-21\|39.18\|-0.28\|38.91\|39.80\|38.25\|83055;2026-08-24\|37.99\|-3.04\|38.88\|39.38\|36.68\|81208;2026-08-25\|39.15\|3.05\|37.37\|40.14\|36.30\|123731;2026-08-26\|38.30\|-2.17\|39.59\|39.59\|37.39\|77496;2026-08-27\|40.70\|6.27\|38.30\|40.88\|38.30\|120767;2026-08-28\|40.16\|-1.33\|40.70\|41.19\|40.05\|67754;2026-08-31\|40.70\|1.34\|39.53\|40.97\|39.27\|67920;2026-09-01\|39.45\|-3.07\|40.40\|41.10\|38.90\|88567;2026-09-02\|39.16\|-0.74\|38.90\|39.77\|38.58\|48700;2026-09-03\|39.30\|0.36\|39.36\|39.95\|38.00\|52796;2026-09-04\|39.44\|0.36\|39.66\|42.26\|39.08\|149091;2026-09-07\|42.19\|6.97\|39.44\|42.60\|39.44\|158233;2026-09-08\|43.90\|4.05\|42.79\|44.75\|41.43\|150993;2026-09-09\|43.38\|-1.18\|44.44\|44.74\|42.92\|112088;2026-09-10\|42.34\|-2.40\|42.41\|43.72\|42.08\|88208
121877	美股光通信板块集体大涨	光模块设备+人形机器人+一季报增长 1、据2026年7月16日互动易及2026年5月8日业绩说明会，公司在半导体和光模块设备领域，精准对接头部客户需求，产品覆盖光器件、芯片、光模块、晶圆等核心应用场景，客户包括多家国内行业标杆企业及海外光器件龙头企业，目前在手订单充沛。 2、据2026年7月16日互动易，在人形机器人领域，公司具备提供非标精密零部件及相关模组能力，有直接或间接为国内外品牌客户提供人形机器人髋部、四肢、骨架、关节等部位的精密零部件。 3、据2026年4月24日公告，公司2026年第一季度实现营业收入6.18亿元，同比增长15.42%；归母净利润6942.10万元，同比增长56.87%。	公司为国内外客户提供超高精密部件、光耦合设备、共晶设备等多款半导体封装及测试设备，光耦合、共晶、芯片AOI设备均已量产	2026-05-07\|45.46\|3.11\|44.00\|45.66\|43.30\|378829;2026-05-08\|45.29\|-0.37\|43.80\|45.85\|43.15\|329812;2026-05-11\|44.57\|-1.59\|45.84\|45.99\|43.68\|355916;2026-05-12\|43.36\|-2.71\|45.35\|45.79\|42.51\|325858;2026-05-13\|44.18\|1.89\|42.56\|44.95\|42.20\|252002;2026-05-14\|45.20\|2.31\|44.89\|46.61\|44.00\|413302;2026-05-15\|45.52\|0.71\|46.05\|47.59\|42.80\|454009;2026-05-18\|47.25\|3.80\|45.57\|47.47\|45.00\|433306;2026-05-19\|47.01\|-0.51\|46.78\|47.71\|43.10\|431327;2026-05-20\|46.31\|-1.49\|46.75\|47.36\|45.21\|285969;2026-05-21\|42.08\|-9.13\|46.13\|46.48\|41.93\|376285;2026-05-22\|43.65\|3.73\|42.26\|43.87\|41.68\|320501;2026-05-25\|48.02\|10.01\|44.60\|48.02\|44.34\|272948;2026-05-26\|52.82\|10.00\|48.55\|52.82\|44.77\|779827;2026-05-27\|56.33\|6.65\|52.58\|58.09\|52.00\|595412;2026-05-28\|61.96\|9.99\|56.05\|61.96\|55.91\|406837;2026-05-29\|62.04\|0.13\|67.48\|67.98\|60.66\|529730;2026-06-01\|60.63\|-2.27\|62.85\|63.58\|59.80\|327801;2026-06-02\|66.69\|10.00\|60.38\|66.69\|60.02\|309332;2026-06-03\|66.11\|-0.87\|71.00\|72.40\|64.97\|474402;2026-06-04\|64.65\|-2.21\|65.46\|66.10\|63.83\|312729;2026-06-05\|60.20\|-6.88\|64.62\|65.29\|59.05\|380820;2026-06-08\|54.18\|-10.00\|56.00\|58.39\|54.18\|249796;2026-06-09\|55.78\|2.95\|55.60\|56.02\|53.30\|279232;2026-06-10\|53.51\|-4.07\|54.18\|54.68\|52.49\|193284;2026-06-11\|51.87\|-3.06\|53.00\|53.72\|51.23\|163240;2026-06-12\|50.35\|-2.93\|53.01\|54.20\|50.00\|196941;2026-06-15\|54.90\|9.04\|51.25\|54.98\|50.75\|227617;2026-06-16\|55.55\|1.18\|55.00\|56.35\|53.90\|273164;2026-06-17\|57.36\|3.26\|56.50\|58.44\|56.00\|371931;2026-06-18\|60.15\|5.32\|58.80\|62.82\|56.50\|516839;2026-06-22\|57.45\|-4.49\|61.80\|62.50\|55.07\|466644;2026-06-23\|54.93\|-4.39\|55.75\|57.70\|54.65\|244526;2026-06-24\|56.32\|2.53\|54.43\|56.89\|53.40\|293324;2026-06-25\|60.46\|7.35\|57.18\|61.95\|56.58\|540546;2026-06-26\|57.17\|-5.44\|59.32\|60.30\|55.02\|364659;2026-06-29\|53.45\|-6.51\|57.12\|57.55\|51.86\|257887;2026-06-30\|54.84\|2.60\|53.85\|56.48\|52.50\|193777;2026-07-01\|51.33\|-6.40\|54.96\|55.69\|50.88\|216800;2026-07-02\|48.73\|-5.07\|49.89\|51.29\|47.80\|178346;2026-07-03\|48.10\|-1.29\|48.46\|49.73\|47.32\|152733;2026-07-06\|45.38\|-5.65\|48.15\|48.90\|45.00\|154496;2026-07-07\|44.46\|-2.03\|45.23\|45.93\|43.65\|112277;2026-07-08\|44.25\|-0.47\|44.40\|45.65\|42.95\|143432;2026-07-09\|47.06\|6.35\|45.00\|47.35\|42.00\|233305;2026-07-10\|44.71\|-4.99\|47.50\|48.20\|44.71\|158400;2026-07-13\|41.73\|-6.67\|44.42\|46.58\|41.70\|176256;2026-07-14\|45.16\|8.22\|42.36\|45.23\|41.11\|185347;2026-07-15\|42.22\|-6.51\|45.91\|46.00\|42.12\|126994;2026-07-16\|40.45\|-4.19\|41.97\|43.03\|40.26\|123300;2026-07-17\|36.41\|-9.99\|40.13\|40.97\|36.41\|160096;2026-07-20\|32.77\|-10.00\|37.35\|37.79\|32.77\|159200;2026-07-21\|35.60\|8.64\|32.77\|35.98\|29.49\|261229;2026-07-22\|38.25\|7.44\|35.20\|39.16\|35.20\|338366;2026-07-23\|37.62\|-1.65\|39.25\|39.26\|37.16\|202378;2026-07-24\|36.30\|-3.51\|36.85\|38.16\|36.20\|104901;2026-07-27\|37.92\|4.46\|36.36\|38.06\|36.07\|115755;2026-07-28\|35.18\|-7.23\|37.61\|38.09\|34.99\|164109;2026-07-29\|34.16\|-2.90\|35.12\|35.69\|32.64\|167846;2026-07-30\|30.75\|-9.98\|34.15\|34.31\|30.74\|173441;2026-07-31\|33.83\|10.02\|32.92\|33.83\|32.90\|91224;2026-08-03\|31.79\|-6.03\|33.33\|33.54\|31.56\|210443;2026-08-04\|34.97\|10.00\|32.84\|34.97\|31.91\|217008;2026-08-05\|38.47\|10.01\|34.05\|38.47\|34.05\|88815;2026-08-06\|38.64\|0.44\|38.14\|39.50\|37.84\|314540;2026-08-07\|41.31\|6.91\|38.63\|41.50\|38.00\|315839;2026-08-10\|39.21\|-5.08\|41.00\|41.75\|38.44\|342887;2026-08-11\|38.80\|-1.05\|38.96\|39.90\|38.28\|182981;2026-08-12\|40.75\|5.03\|39.00\|42.13\|38.81\|269762;2026-08-13\|39.68\|-2.63\|42.16\|42.30\|39.65\|245367;2026-08-14\|41.28\|4.03\|40.47\|41.57\|39.95\|201416;2026-08-17\|42.17\|2.16\|41.39\|42.31\|41.00\|233212;2026-08-18\|43.78\|3.82\|43.41\|44.68\|42.90\|360407;2026-08-19\|39.40\|-10.00\|41.65\|42.08\|39.40\|254509;2026-08-20\|40.72\|3.35\|39.80\|41.29\|38.40\|203902;2026-08-21\|42.41\|4.15\|40.80\|43.84\|39.91\|234379;2026-08-24\|40.86\|-3.65\|43.16\|43.30\|39.86\|170616;2026-08-25\|41.01\|0.37\|40.00\|41.87\|39.02\|129360;2026-08-26\|40.45\|-1.37\|41.72\|42.07\|39.33\|123857;2026-08-27\|42.53\|5.14\|40.90\|42.87\|40.62\|176539;2026-08-28\|40.80\|-4.07\|42.29\|43.83\|40.73\|176184;2026-08-31\|41.72\|2.25\|40.11\|41.85\|40.01\|143946;2026-09-01\|39.37\|-5.63\|42.40\|42.42\|39.05\|177357;2026-09-02\|38.92\|-1.14\|38.20\|39.25\|38.20\|97843;2026-09-03\|39.22\|0.77\|39.35\|40.20\|38.61\|109846;2026-09-04\|37.20\|-5.15\|39.69\|40.49\|36.90\|145837;2026-09-07\|40.92\|10.00\|38.07\|40.92\|37.60\|202118;2026-09-08\|41.33\|1.00\|41.50\|42.75\|40.23\|225825;2026-09-09\|41.14\|-0.46\|42.12\|43.00\|40.77\|164465;2026-09-10\|39.95\|-2.89\|40.77\|41.18\|39.83\|126260
121876	美股光通信板块集体大涨	光模块+重组审核+产能扩张+供货高意 1、据2026年6月18日投资者关系活动记录表，公司拟以11.27亿元收购武汉钧恒49%股权，交易完成后将持有其100%股权，深交所已于2026年5月27日同意恢复审核本次交易事项。 2、据2026年6月18日投资者关系活动记录表，武汉钧恒主营光模块、AOC及光引擎，其马来西亚基地已于2026年4月底逐步投产，预计新增年产能100万至150万只；鄂州二期规划年产300万只光通信器件项目预计2027年底投产。 3、据2026年6月18日投资者关系活动记录表及2026年7月9日业绩说明会，公司光模块产品覆盖400G/800G等高速率，正持续优化产品结构提升高速率产品出货占比；根据已披露信息，高意Coherent订单相对稳定。	公司拟不超1.95亿元收购武汉钧恒30%股权，武汉钧恒对高速光模块技术持续投入，当前已经具备单波400G高速链路仿真能力，um级高精度光学微组装能力，及各种高速控制算法能力；基于上述能力积累，当前武汉钧恒1.6T模块相关产品已经开发出来，具备送样能力，3.2T模块单点技术已经验证完成，预计年底启动项目开发	2026-05-07\|56.71\|7.90\|52.35\|57.37\|50.48\|655234;2026-05-08\|62.38\|10.00\|55.55\|62.38\|54.61\|579660;2026-05-11\|63.80\|2.28\|65.70\|66.00\|61.00\|600048;2026-05-12\|64.29\|0.77\|64.16\|65.80\|61.00\|535278;2026-05-13\|63.44\|-1.32\|63.03\|64.73\|62.08\|417439;2026-05-14\|69.78\|9.99\|64.00\|69.78\|61.99\|626006;2026-05-15\|62.75\|-10.00\|69.00\|69.00\|62.75\|653330;2026-05-18\|66.82\|6.49\|65.08\|69.03\|64.51\|702754;2026-05-19\|63.85\|-4.44\|66.01\|66.76\|61.16\|526423;2026-05-20\|61.01\|-4.45\|63.36\|63.48\|58.92\|554225;2026-05-21\|57.40\|-5.92\|61.73\|62.36\|57.10\|440612;2026-05-22\|60.59\|5.56\|58.50\|61.66\|58.00\|369827;2026-05-25\|60.00\|-0.97\|60.65\|61.10\|57.43\|426867;2026-05-26\|58.17\|-3.05\|59.01\|61.50\|58.00\|420824;2026-05-27\|56.77\|-2.41\|57.90\|58.74\|55.30\|367041;2026-05-28\|60.55\|6.66\|58.00\|62.33\|56.03\|523571;2026-05-29\|57.94\|-4.31\|61.50\|61.98\|57.38\|387974;2026-06-01\|53.53\|-7.61\|57.10\|58.59\|53.45\|370884;2026-06-02\|55.50\|3.68\|54.59\|56.40\|53.28\|288750;2026-06-03\|58.53\|5.46\|57.66\|59.97\|56.81\|424605;2026-06-04\|57.13\|-2.39\|56.90\|59.99\|56.55\|318248;2026-06-05\|54.49\|-4.62\|57.00\|58.33\|54.00\|332498;2026-06-08\|49.04\|-10.00\|50.09\|51.89\|49.04\|406649;2026-06-09\|50.78\|3.55\|49.97\|51.18\|48.90\|436015;2026-06-10\|50.60\|-0.35\|49.60\|51.76\|48.20\|334708;2026-06-11\|49.05\|-3.06\|50.15\|51.60\|48.13\|253031;2026-06-12\|49.50\|0.92\|50.25\|50.48\|48.58\|294998;2026-06-15\|52.68\|6.42\|49.51\|52.87\|49.06\|395440;2026-06-16\|53.00\|0.61\|52.50\|54.35\|49.30\|589150;2026-06-17\|54.96\|3.70\|52.00\|56.40\|51.26\|505222;2026-06-18\|58.10\|5.71\|54.63\|59.14\|54.60\|543060;2026-06-22\|56.39\|-2.94\|60.00\|60.58\|54.29\|591375;2026-06-23\|61.36\|8.81\|55.99\|62.03\|55.13\|793801;2026-06-24\|61.43\|0.11\|58.21\|61.61\|57.50\|577379;2026-06-25\|62.23\|1.30\|61.41\|64.80\|59.80\|597632;2026-06-26\|56.01\|-10.00\|61.00\|61.81\|56.01\|533993;2026-06-29\|52.88\|-5.59\|54.06\|56.50\|52.00\|348519;2026-06-30\|53.50\|1.17\|54.00\|54.85\|51.53\|324105;2026-07-01\|50.65\|-5.33\|53.50\|53.85\|50.38\|344031;2026-07-02\|46.85\|-7.50\|48.80\|50.22\|46.64\|296113;2026-07-03\|45.70\|-2.45\|46.97\|47.64\|45.70\|248532;2026-07-06\|44.01\|-3.70\|46.01\|47.00\|43.01\|260772;2026-07-07\|41.61\|-5.45\|43.75\|43.75\|40.60\|325839;2026-07-08\|41.28\|-0.79\|42.00\|43.18\|39.58\|291154;2026-07-09\|43.55\|5.50\|42.03\|43.85\|39.96\|300728;2026-07-10\|43.39\|-0.37\|44.01\|47.07\|43.34\|368990;2026-07-13\|41.28\|-4.86\|43.37\|44.88\|41.11\|261324;2026-07-14\|42.62\|3.25\|41.80\|43.00\|40.11\|247557;2026-07-15\|40.70\|-4.50\|43.45\|43.55\|40.51\|207479;2026-07-16\|38.80\|-4.67\|39.85\|40.89\|38.50\|210792;2026-07-17\|34.92\|-10.00\|38.20\|38.91\|34.92\|257175;2026-07-20\|31.43\|-9.99\|34.00\|35.49\|31.43\|381990;2026-07-21\|33.16\|5.50\|31.81\|33.58\|28.29\|544102;2026-07-22\|32.01\|-3.47\|32.68\|33.86\|31.80\|317328;2026-07-23\|31.68\|-1.03\|32.50\|33.26\|31.20\|240268;2026-07-24\|31.00\|-2.15\|31.25\|32.07\|30.48\|208747;2026-07-27\|34.10\|10.00\|31.00\|34.10\|30.90\|209259;2026-07-28\|31.09\|-8.83\|34.00\|34.60\|31.09\|353609;2026-07-29\|30.12\|-3.12\|31.46\|31.85\|28.71\|332606;2026-07-30\|27.11\|-9.99\|29.57\|30.32\|27.11\|371944;2026-07-31\|29.82\|10.00\|29.00\|29.82\|29.00\|334161;2026-08-03\|29.15\|-2.25\|29.55\|30.07\|29.00\|350583;2026-08-04\|32.07\|10.02\|30.04\|32.07\|29.76\|242348;2026-08-05\|35.28\|10.01\|30.97\|35.28\|30.60\|305678;2026-08-06\|38.81\|10.01\|35.81\|38.81\|35.35\|742916;2026-08-07\|42.69\|10.00\|41.01\|42.69\|39.59\|721009;2026-08-10\|42.97\|0.66\|45.19\|45.29\|41.83\|650781;2026-08-11\|39.54\|-7.98\|42.52\|42.97\|39.30\|535192;2026-08-12\|41.38\|4.65\|39.95\|41.80\|39.15\|514521;2026-08-13\|41.59\|0.51\|43.22\|43.40\|41.22\|670850;2026-08-14\|41.47\|-0.29\|41.55\|41.90\|40.10\|414518;2026-08-17\|41.96\|1.18\|41.46\|42.05\|39.98\|435389;2026-08-18\|40.59\|-3.27\|42.41\|42.48\|39.85\|344516;2026-08-19\|36.63\|-9.76\|38.81\|39.41\|36.53\|338442;2026-08-20\|37.01\|1.04\|37.16\|37.97\|35.92\|274438;2026-08-21\|37.47\|1.24\|36.65\|38.68\|36.32\|242934;2026-08-24\|39.14\|4.46\|37.51\|41.10\|37.51\|534421;2026-08-25\|38.14\|-2.55\|37.91\|38.70\|36.50\|357060;2026-08-26\|37.62\|-1.36\|38.83\|38.90\|36.39\|303411;2026-08-27\|40.13\|6.67\|38.40\|40.90\|37.99\|451934;2026-08-28\|39.00\|-2.82\|39.64\|42.40\|38.90\|407697;2026-08-31\|39.28\|0.72\|37.94\|39.93\|37.76\|254568;2026-09-01\|38.02\|-3.21\|39.68\|39.68\|37.29\|266045;2026-09-02\|36.76\|-3.31\|37.24\|37.82\|36.18\|221553;2026-09-03\|36.60\|-0.44\|37.11\|37.30\|35.82\|205529;2026-09-04\|35.19\|-3.85\|36.55\|37.17\|34.85\|247508;2026-09-07\|38.71\|10.00\|35.70\|38.71\|35.69\|407792;2026-09-08\|37.51\|-3.10\|38.01\|38.94\|37.30\|369038;2026-09-09\|37.03\|-1.28\|38.46\|39.00\|36.85\|318094;2026-09-10\|36.56\|-1.27\|36.92\|37.47\|36.23\|198319

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