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
130190			国内领先的飞行参数记录系统及首家装机鉴定的健康管理与监测系统（HUMS）供应商	2026-06-29\|15.06\|-5.88\|15.79\|15.86\|14.78\|140912;2026-06-30\|15.74\|4.52\|15.02\|16.31\|14.93\|159853;2026-07-01\|15.85\|0.70\|15.77\|16.05\|15.60\|110292;2026-07-02\|15.69\|-1.01\|15.94\|16.62\|15.62\|126875;2026-07-03\|16.42\|4.65\|15.56\|16.68\|15.56\|173896;2026-07-06\|15.78\|-3.90\|16.40\|16.84\|15.61\|129371;2026-07-07\|15.29\|-3.11\|15.70\|16.12\|15.19\|99742;2026-07-08\|14.97\|-2.09\|15.30\|15.38\|14.91\|83143;2026-07-09\|15.05\|0.53\|14.88\|15.17\|14.47\|77686;2026-07-10\|15.02\|-0.20\|14.90\|15.69\|14.85\|132794;2026-07-13\|13.60\|-9.45\|15.02\|15.02\|13.55\|155609;2026-07-14\|13.77\|1.25\|13.52\|13.78\|13.05\|116431;2026-07-15\|13.84\|0.51\|13.62\|14.02\|13.52\|83525;2026-07-16\|13.68\|-1.16\|13.70\|13.98\|13.41\|78017;2026-07-17\|12.83\|-6.21\|13.51\|13.69\|12.69\|106705;2026-07-20\|12.32\|-3.98\|13.00\|13.09\|12.12\|117149;2026-07-21\|12.56\|1.95\|12.32\|12.65\|11.48\|126326;2026-07-22\|12.26\|-2.39\|12.69\|12.69\|12.20\|81048;2026-07-23\|12.70\|3.59\|12.26\|12.73\|12.21\|84789;2026-07-24\|12.72\|0.16\|12.45\|13.05\|12.45\|102178;2026-07-27\|14.01\|10.14\|12.62\|14.20\|12.56\|151828;2026-07-28\|13.71\|-2.14\|13.80\|14.26\|13.68\|116297;2026-07-29\|13.73\|0.15\|13.77\|13.91\|13.33\|101698;2026-07-30\|13.48\|-1.82\|13.65\|13.96\|13.45\|93392;2026-07-31\|13.66\|1.34\|13.74\|13.86\|13.58\|82155;2026-08-03\|13.95\|2.12\|13.66\|13.98\|13.65\|73903;2026-08-04\|14.01\|0.43\|13.99\|14.19\|13.87\|81485;2026-08-05\|14.16\|1.07\|14.05\|14.26\|14.01\|81983;2026-08-06\|14.28\|0.85\|14.13\|14.44\|13.95\|85642;2026-08-07\|14.22\|-0.42\|14.22\|14.28\|13.85\|68096;2026-08-10\|14.61\|2.74\|14.19\|14.64\|14.01\|90716;2026-08-11\|14.41\|-1.37\|14.48\|14.56\|14.07\|80258;2026-08-12\|14.45\|0.28\|14.37\|14.55\|14.32\|48924;2026-08-13\|14.22\|-1.59\|14.45\|14.54\|14.22\|60215;2026-08-14\|14.42\|1.41\|14.34\|14.52\|14.17\|58915;2026-08-17\|15.22\|5.55\|14.50\|15.35\|14.47\|128005;2026-08-18\|15.00\|-1.45\|15.28\|15.40\|14.84\|84203;2026-08-19\|13.87\|-7.53\|15.01\|15.15\|13.86\|119129;2026-08-20\|14.05\|1.30\|14.09\|14.25\|13.88\|63900;2026-08-21\|14.02\|-0.21\|13.91\|14.08\|13.77\|49812;2026-08-24\|14.14\|0.86\|14.15\|14.38\|13.75\|69098;2026-08-25\|14.30\|1.13\|14.03\|14.43\|13.88\|78110;2026-08-26\|14.11\|-1.33\|14.20\|14.36\|13.96\|59691;2026-08-27\|14.01\|-0.71\|14.06\|14.23\|13.95\|91983;2026-08-28\|13.18\|-5.92\|13.46\|13.65\|12.99\|188895;2026-08-31\|13.67\|3.72\|13.00\|13.71\|13.00\|168230;2026-09-01\|13.64\|-0.22\|13.64\|13.82\|13.39\|104682;2026-09-02\|13.75\|0.81\|13.56\|13.90\|13.44\|100911;2026-09-03\|13.82\|0.51\|13.75\|14.03\|13.52\|93448;2026-09-04\|13.86\|0.29\|13.86\|14.10\|13.76\|71527;2026-09-07\|14.04\|1.30\|13.86\|14.15\|13.60\|64412;2026-09-08\|14.40\|2.56\|14.04\|14.46\|13.95\|81456;2026-09-09\|14.32\|-0.56\|14.34\|14.65\|14.24\|60050;2026-09-10\|14.28\|-0.28\|14.21\|14.52\|13.93\|72406;2026-09-11\|13.86\|-2.94\|14.07\|14.39\|13.56\|73599;2026-09-14\|13.39\|-3.39\|13.95\|13.95\|13.29\|64534;2026-09-15\|13.07\|-2.39\|13.36\|13.39\|13.05\|46422;2026-09-16\|14.82\|13.39\|13.10\|14.92\|13.10\|274921;2026-09-17\|15.49\|4.52\|14.82\|15.60\|14.62\|234342;2026-09-18\|16.09\|3.87\|15.50\|16.27\|15.50\|196896;2026-09-21\|14.55\|-9.57\|15.00\|15.25\|14.17\|460716;2026-09-22\|14.05\|-3.44\|14.41\|14.50\|13.98\|288802;2026-09-23\|13.74\|-2.21\|14.05\|14.05\|13.68\|153904;2026-09-24\|13.52\|-1.60\|13.75\|13.85\|13.52\|108201;2026-09-28\|13.05\|-3.48\|13.49\|13.50\|12.97\|117903;2026-09-29\|13.09\|0.31\|13.01\|13.20\|12.97\|74617;2026-09-30\|12.78\|-2.37\|13.20\|13.23\|12.74\|96643;2026-10-08\|12.59\|-1.49\|12.68\|12.99\|12.47\|77724;2026-10-09\|12.60\|0.08\|12.59\|12.63\|12.09\|102111;2026-10-12\|12.27\|-2.62\|12.54\|12.57\|12.26\|64158;2026-10-13\|12.40\|1.06\|12.10\|12.51\|11.93\|88107;2026-10-14\|12.19\|-1.69\|12.30\|12.45\|12.15\|55054;2026-10-15\|11.63\|-4.59\|11.92\|12.04\|11.61\|73006;2026-10-16\|12.07\|3.78\|11.82\|12.48\|11.82\|125301;2026-10-19\|12.10\|0.25\|11.98\|12.19\|11.74\|73443;2026-10-20\|12.11\|0.08\|12.03\|12.24\|11.94\|64691;2026-10-21\|12.10\|-0.08\|12.12\|12.33\|12.03\|59221;2026-10-22\|11.79\|-2.56\|12.06\|12.12\|11.76\|63345;2026-10-23\|11.93\|1.19\|11.62\|11.99\|11.08\|99099;2026-10-26\|11.90\|-0.25\|11.88\|12.10\|11.72\|59133;2026-10-27\|11.38\|-4.37\|11.88\|12.02\|11.38\|52570;2026-10-28\|11.59\|1.85\|11.50\|11.71\|11.30\|48371;2026-10-29\|11.75\|1.38\|11.70\|12.08\|11.60\|106679;2026-10-30\|11.27\|-4.09\|11.60\|11.98\|11.23\|87207;2026-11-02\|11.44\|1.51\|11.35\|11.52\|11.05\|60720;2026-11-03\|11.51\|0.61\|11.38\|12.05\|11.31\|72858;2026-11-04\|11.74\|2.00\|11.56\|11.84\|11.24\|81777;2026-11-05\|12.02\|2.38\|11.65\|12.08\|11.61\|82579;2026-11-06\|11.86\|-1.33\|11.73\|12.11\|11.68\|70127
130189	国内炭黑市场刷新历年新高	硅橡胶+二氧化硅+多元应用 1、据2026年8月29日半年报，公司主营沉淀法二氧化硅研发、生产和销售，产品主要应用于高温硫化硅橡胶领域。 2、据2026年6月26日互动易，公司产品作为硅橡胶补强剂，应用于电子、电线电缆、汽车、医疗等领域，并拓展牙膏、蓄电池隔板、涂料等应用。 3、据2026年4月29日年报，公司将提升硅橡胶用二氧化硅产能与质量，持续拓展牙膏、蓄电池隔板、涂料、消泡剂及绝热材料等领域。	公司是HTV用二氧化硅细分领域龙头，联合委托开展的“碳硅微球材料应用工艺与产品研发”项目已于2025年3月完成结项验收，并取得了“一种纳米碳化硅微球及其制备方法和应用”的发明专利	2026-06-29\|31.46\|-1.69\|32.00\|32.18\|30.44\|9964;2026-06-30\|31.37\|-0.29\|31.65\|31.86\|30.79\|10790;2026-07-01\|32.01\|2.04\|31.37\|32.31\|30.90\|9894;2026-07-02\|31.91\|-0.31\|32.00\|32.94\|31.68\|9300;2026-07-03\|32.23\|1.00\|32.18\|32.55\|31.70\|9047;2026-07-06\|31.96\|-0.84\|32.26\|32.88\|31.85\|8233;2026-07-07\|30.44\|-4.76\|32.16\|32.16\|30.44\|7193;2026-07-08\|29.89\|-1.81\|30.44\|30.51\|29.80\|6761;2026-07-09\|29.59\|-1.00\|29.75\|30.22\|28.73\|6179;2026-07-10\|29.82\|0.78\|28.99\|30.48\|28.99\|10538;2026-07-13\|28.97\|-2.85\|29.95\|30.05\|28.72\|8090;2026-07-14\|29.82\|2.93\|28.97\|29.88\|28.40\|7186;2026-07-15\|29.95\|0.44\|29.79\|30.22\|29.39\|7825;2026-07-16\|30.07\|0.40\|29.94\|30.56\|29.41\|6482;2026-07-17\|28.73\|-4.46\|30.40\|30.40\|28.31\|11048;2026-07-20\|28.25\|-1.67\|29.22\|30.73\|27.63\|15799;2026-07-21\|27.51\|-2.62\|28.11\|28.20\|26.02\|13402;2026-07-22\|26.76\|-2.73\|27.26\|27.77\|26.65\|10308;2026-07-23\|27.69\|3.48\|26.92\|27.74\|26.65\|5883;2026-07-24\|26.63\|-3.83\|27.93\|27.93\|26.50\|6226;2026-07-27\|27.51\|3.30\|26.98\|27.70\|26.41\|9267;2026-07-28\|27.57\|0.22\|27.59\|28.20\|27.15\|7755;2026-07-29\|28.11\|1.96\|27.67\|28.28\|27.60\|6095;2026-07-30\|27.78\|-1.17\|28.11\|28.65\|27.40\|7384;2026-07-31\|28.27\|1.76\|27.76\|28.84\|27.00\|7065;2026-08-03\|29.40\|4.00\|28.27\|29.55\|28.14\|9690;2026-08-04\|29.99\|2.01\|29.58\|30.33\|29.40\|9580;2026-08-05\|30.28\|0.97\|30.17\|30.72\|29.51\|8996;2026-08-06\|30.58\|0.99\|30.40\|30.78\|30.00\|6429;2026-08-07\|30.62\|0.13\|30.58\|30.65\|29.89\|5984;2026-08-10\|31.39\|2.51\|30.74\|31.54\|29.59\|10050;2026-08-11\|31.36\|-0.10\|31.51\|31.69\|30.73\|6691;2026-08-12\|31.61\|0.80\|30.83\|31.90\|30.06\|4976;2026-08-13\|31.06\|-1.74\|31.65\|31.88\|31.00\|5765;2026-08-14\|31.19\|0.42\|31.07\|31.39\|30.81\|4910;2026-08-17\|32.42\|3.94\|31.12\|32.65\|31.03\|12334;2026-08-18\|32.95\|1.63\|32.16\|32.95\|32.09\|11403;2026-08-19\|31.62\|-4.04\|32.28\|32.54\|31.38\|8932;2026-08-20\|32.23\|1.93\|31.63\|32.47\|31.63\|6145;2026-08-21\|32.23\|0.00\|32.20\|32.36\|31.45\|4459;2026-08-24\|31.83\|-1.24\|32.54\|32.54\|31.30\|6694;2026-08-25\|32.56\|2.29\|31.84\|32.78\|31.50\|6045;2026-08-26\|32.67\|0.34\|32.65\|32.76\|32.08\|5399;2026-08-27\|32.72\|0.15\|32.97\|33.05\|32.23\|6087;2026-08-28\|33.82\|3.36\|32.74\|34.26\|32.74\|12018;2026-08-31\|33.19\|-1.86\|33.44\|33.44\|32.23\|10013;2026-09-01\|34.53\|4.04\|33.19\|35.05\|33.02\|15246;2026-09-02\|34.12\|-1.19\|34.35\|34.35\|33.72\|7169;2026-09-03\|33.80\|-0.94\|34.18\|34.46\|33.78\|5463;2026-09-04\|33.23\|-1.69\|33.83\|34.17\|33.01\|7821;2026-09-07\|33.42\|0.57\|33.21\|33.72\|33.01\|4567;2026-09-08\|33.55\|0.39\|33.52\|33.67\|33.20\|4187;2026-09-09\|33.43\|-0.36\|33.66\|34.00\|33.02\|7037;2026-09-10\|33.03\|-0.33\|33.14\|33.35\|32.62\|5415;2026-09-11\|32.06\|-2.94\|33.03\|33.23\|31.50\|5541;2026-09-14\|33.23\|3.65\|32.10\|33.47\|31.50\|6941;2026-09-15\|31.97\|-3.79\|33.40\|33.40\|31.90\|5127;2026-09-16\|36.36\|13.73\|32.75\|38.36\|32.65\|33603;2026-09-17\|35.25\|-3.05\|34.36\|35.27\|33.42\|39376;2026-09-18\|34.21\|-2.95\|34.58\|35.25\|33.85\|36298;2026-09-21\|33.70\|-1.49\|33.80\|34.00\|33.11\|30666;2026-09-22\|35.22\|4.51\|33.74\|35.49\|33.44\|46099;2026-09-23\|34.00\|-3.46\|34.57\|34.59\|33.66\|28514;2026-09-24\|32.73\|-3.74\|33.70\|34.05\|32.53\|18849;2026-09-28\|32.12\|-1.86\|32.74\|32.83\|31.96\|12047;2026-09-29\|32.73\|1.90\|32.12\|33.00\|32.01\|10667;2026-09-30\|32.94\|0.64\|32.73\|33.31\|32.73\|8210;2026-10-08\|33.42\|1.46\|33.09\|33.76\|32.56\|10525;2026-10-09\|33.26\|-0.48\|33.39\|33.62\|32.18\|11728;2026-10-12\|32.30\|-2.89\|33.20\|33.20\|32.15\|8920;2026-10-13\|32.89\|1.83\|32.47\|33.19\|31.26\|9573;2026-10-14\|31.51\|-4.20\|32.89\|33.22\|31.51\|7917;2026-10-15\|30.26\|-3.97\|31.11\|31.39\|30.24\|10041;2026-10-16\|30.99\|2.41\|31.00\|31.64\|30.53\|10577;2026-10-19\|30.15\|-2.71\|31.08\|31.18\|29.28\|9579;2026-10-20\|30.88\|2.42\|30.24\|31.09\|29.92\|7374;2026-10-21\|30.14\|-2.40\|31.03\|31.44\|30.08\|5760;2026-10-22\|29.76\|-1.26\|30.17\|30.54\|29.72\|6368;2026-10-23\|30.21\|1.51\|29.75\|30.30\|28.08\|9328;2026-10-26\|29.79\|-1.39\|30.21\|30.45\|29.40\|7011;2026-10-27\|28.61\|-3.96\|30.24\|30.30\|28.60\|6570;2026-10-28\|29.49\|3.08\|28.58\|29.74\|28.58\|6365;2026-10-29\|28.80\|-2.34\|29.43\|29.57\|28.67\|4660;2026-10-30\|27.66\|-3.96\|28.13\|29.20\|27.61\|7190;2026-11-02\|27.82\|0.58\|27.66\|28.33\|26.98\|10321;2026-11-03\|27.73\|-0.32\|27.60\|28.35\|27.20\|6888;2026-11-04\|28.12\|1.41\|27.63\|28.33\|27.13\|9820;2026-11-05\|28.90\|2.77\|28.12\|28.95\|27.96\|7416;2026-11-06\|28.42\|-1.66\|28.39\|28.80\|27.86\|6314
130188			公司基于AI模型主要聚焦两个方向的研究：1）利用公司已经积累的DEL筛选项目的大量数据集，构建靶点-万亿化合物的亲和力预测模型，赋能高质量苗头化合物发现环节；2）聚焦AI分子生成和评估、高精度结合自由能计算以及AI成药性评估，结合公司搭建的高效化学合成和高通量化合物检测平台，干湿结合加速化合物优化环节，赋能新药优化环节	2026-06-29\|32.83\|7.64\|30.69\|33.45\|30.40\|309092;2026-06-30\|32.11\|-2.19\|32.50\|32.60\|31.43\|220452;2026-07-01\|33.32\|3.77\|31.81\|33.89\|30.42\|281336;2026-07-02\|31.05\|-6.81\|33.00\|34.50\|31.00\|258419;2026-07-03\|32.41\|4.38\|31.21\|33.35\|31.20\|221235;2026-07-06\|33.65\|3.83\|32.43\|34.84\|31.82\|287078;2026-07-07\|32.10\|-4.61\|33.00\|34.38\|31.90\|205748;2026-07-08\|30.66\|-4.49\|32.25\|33.00\|30.66\|191151;2026-07-09\|33.45\|9.10\|30.73\|34.34\|30.12\|272296;2026-07-10\|35.87\|7.23\|32.90\|36.90\|32.60\|338181;2026-07-13\|35.53\|-0.95\|35.87\|37.65\|34.40\|321152;2026-07-14\|35.52\|-0.03\|34.80\|36.20\|33.00\|266906;2026-07-15\|36.58\|2.98\|35.17\|38.67\|35.01\|424200;2026-07-16\|32.98\|-9.84\|35.50\|36.45\|32.64\|326406;2026-07-17\|29.70\|-9.95\|32.50\|32.59\|27.99\|362081;2026-07-20\|28.43\|-4.28\|30.18\|30.20\|27.77\|234357;2026-07-21\|28.92\|1.72\|28.23\|29.18\|25.85\|230901;2026-07-22\|28.20\|-2.49\|28.40\|30.45\|28.11\|184534;2026-07-23\|28.30\|0.35\|28.10\|30.22\|27.95\|184911;2026-07-24\|27.63\|-2.37\|28.60\|29.56\|27.40\|190504;2026-07-27\|29.66\|7.35\|27.34\|29.78\|27.22\|213606;2026-07-28\|28.26\|-4.72\|29.50\|29.78\|28.00\|138436;2026-07-29\|28.74\|1.70\|28.32\|29.15\|27.81\|119755;2026-07-30\|26.30\|-8.49\|28.34\|28.34\|26.27\|155806;2026-07-31\|27.61\|4.98\|26.90\|28.40\|26.85\|146778;2026-08-03\|26.44\|-4.24\|27.56\|28.05\|26.18\|131559;2026-08-04\|30.32\|14.67\|27.38\|30.46\|26.90\|243980;2026-08-05\|30.85\|1.75\|29.75\|31.21\|29.72\|170834;2026-08-06\|30.88\|0.10\|30.93\|31.55\|30.15\|136704;2026-08-07\|33.91\|9.81\|30.50\|34.05\|30.36\|284046;2026-08-10\|36.38\|7.28\|35.00\|38.94\|34.80\|455073;2026-08-11\|37.58\|3.30\|36.13\|38.92\|35.73\|366308;2026-08-12\|37.90\|0.85\|37.35\|39.20\|36.95\|269945;2026-08-13\|39.86\|5.17\|37.95\|41.78\|37.05\|346423;2026-08-14\|38.64\|-3.06\|39.50\|40.10\|37.49\|309656;2026-08-17\|38.39\|-0.65\|38.58\|38.80\|37.42\|217339;2026-08-18\|37.66\|-1.90\|38.20\|38.58\|37.47\|163725;2026-08-19\|35.15\|-6.66\|37.70\|37.99\|34.96\|207239;2026-08-20\|38.70\|10.10\|38.00\|40.57\|36.68\|325933;2026-08-21\|36.16\|-6.56\|37.16\|38.00\|35.66\|244741;2026-08-24\|34.68\|-4.09\|36.63\|37.25\|34.24\|162071;2026-08-25\|34.93\|0.72\|34.34\|35.53\|33.63\|190599;2026-08-26\|33.81\|-3.21\|34.88\|35.48\|33.44\|176803;2026-08-27\|33.72\|-0.27\|34.79\|35.34\|32.93\|188933;2026-08-28\|32.86\|-2.55\|33.65\|34.55\|32.81\|163504;2026-08-31\|32.24\|-1.89\|31.01\|32.34\|30.90\|169374;2026-09-01\|32.43\|0.59\|32.06\|32.91\|31.50\|139792;2026-09-02\|32.37\|-0.18\|32.47\|32.98\|31.70\|168717;2026-09-03\|32.41\|0.12\|32.40\|33.00\|31.58\|135757;2026-09-04\|31.44\|-2.99\|32.70\|32.89\|31.13\|153518;2026-09-07\|31.59\|0.48\|31.97\|32.29\|31.35\|107214;2026-09-08\|32.45\|2.72\|31.66\|32.65\|31.13\|197972;2026-09-09\|32.40\|-0.15\|31.89\|33.30\|31.72\|194684;2026-09-10\|31.27\|-3.49\|32.11\|32.13\|30.88\|121137;2026-09-11\|30.49\|-2.49\|30.69\|31.12\|29.60\|111859;2026-09-14\|32.49\|6.56\|30.34\|32.70\|30.21\|144005;2026-09-15\|32.11\|-1.17\|32.40\|32.80\|31.96\|98636;2026-09-16\|36.62\|14.05\|32.18\|37.19\|31.75\|306846;2026-09-17\|37.68\|2.89\|36.46\|37.90\|35.83\|270407;2026-09-18\|39.97\|6.08\|39.00\|41.64\|38.30\|375622;2026-09-21\|45.48\|13.79\|41.65\|46.56\|40.78\|443909;2026-09-22\|44.40\|-2.37\|45.58\|45.83\|43.80\|366521;2026-09-23\|46.02\|3.65\|44.48\|47.58\|43.51\|340395;2026-09-24\|44.19\|-3.98\|45.55\|46.30\|44.19\|230898;2026-09-28\|43.68\|-1.15\|44.50\|44.70\|42.61\|218468;2026-09-29\|43.68\|0.00\|43.00\|45.18\|42.15\|196475;2026-09-30\|44.69\|2.31\|43.50\|46.22\|42.81\|278173;2026-10-08\|41.92\|-6.20\|43.83\|44.02\|41.72\|244049;2026-10-09\|41.45\|-1.12\|41.74\|42.44\|39.22\|218035;2026-10-12\|38.98\|-5.96\|41.89\|42.50\|38.98\|163929;2026-10-13\|38.36\|-1.59\|38.00\|38.96\|36.57\|160691;2026-10-14\|37.01\|-3.52\|38.36\|38.93\|37.01\|123192;2026-10-15\|36.15\|-2.32\|35.81\|38.12\|35.61\|164404;2026-10-16\|35.63\|-1.44\|37.43\|40.32\|35.24\|260639;2026-10-19\|35.98\|0.98\|36.21\|37.68\|33.58\|240161;2026-10-20\|37.68\|4.72\|35.73\|38.77\|34.81\|285024;2026-10-21\|37.14\|-1.43\|38.00\|38.80\|36.76\|235146;2026-10-22\|35.20\|-5.22\|37.05\|37.99\|35.00\|235724;2026-10-23\|37.08\|5.34\|34.50\|37.60\|33.35\|247066;2026-10-26\|35.28\|-4.85\|36.68\|37.48\|35.15\|197938;2026-10-27\|33.49\|-5.07\|35.85\|36.18\|33.45\|172342;2026-10-28\|36.45\|8.84\|34.03\|36.97\|33.61\|254296;2026-10-29\|36.43\|-0.05\|36.48\|37.96\|35.75\|296639;2026-10-30\|36.75\|0.88\|35.53\|39.90\|33.38\|355847;2026-11-02\|37.51\|2.07\|36.30\|37.81\|34.78\|296000;2026-11-03\|33.56\|-10.53\|36.86\|36.92\|33.50\|289427;2026-11-04\|35.61\|6.11\|33.25\|36.10\|31.22\|322225;2026-11-05\|38.32\|7.61\|35.00\|39.50\|34.80\|358451;2026-11-06\|35.17\|-8.22\|36.50\|38.00\|35.09\|289105
130187	中金称行业2027年高景气度确定性抬升	光隔离器+光通信+业绩高增 1、据2026年4月27日年报，公司2025年营收8.77亿元、净利1.01亿元，分别同比增46.9%、80.2%，2026Q1净利再增39.6%，毛利率环比提升6.37pct，产能利用率与盈利同步跃升。 2、据2026年4月27日年报及2026年1月28日机构调研，公司光隔离器、WDM滤光片、Z-block组件已实现批量出货，南昌基地扩产推进，存货增24.52%显示订单充足，深度受益AI算力建设需求。 3、据2023年4月13日互动易，公司光通信元件已供货中际旭创子公司苏州旭创、中国电子十三所下属麦特达等，产品应用于数据中心等光通信终端领域。	法拉第旋转片是一种具有磁光效应的晶体材料，是生产光隔离器的关键原材料，公司采购法拉第旋转片用于生产光隔离器	2026-06-29\|237.67\|-2.47\|243.79\|247.17\|220.00\|65877;2026-06-30\|264.87\|11.44\|237.67\|268.90\|232.14\|90323;2026-07-01\|250.99\|-5.24\|262.00\|266.23\|248.00\|58404;2026-07-02\|227.55\|-9.34\|247.45\|248.49\|227.32\|54613;2026-07-03\|226.24\|-0.58\|227.48\|235.00\|225.11\|39695;2026-07-06\|210.95\|-6.76\|226.69\|226.88\|207.20\|41856;2026-07-07\|204.96\|-2.84\|209.90\|212.71\|200.00\|27253;2026-07-08\|221.39\|8.02\|208.30\|237.86\|208.30\|69327;2026-07-09\|224.98\|1.62\|225.80\|228.80\|208.98\|55619;2026-07-10\|222.30\|-1.19\|228.00\|241.90\|221.04\|55509;2026-07-13\|202.29\|-9.00\|217.69\|223.00\|201.01\|44506;2026-07-14\|212.30\|4.95\|204.95\|214.68\|198.00\|43472;2026-07-15\|202.50\|-4.62\|212.32\|221.00\|201.12\|36239;2026-07-16\|199.00\|-1.73\|198.68\|205.50\|187.55\|44210;2026-07-17\|165.07\|-17.05\|194.16\|198.48\|165.00\|55572;2026-07-20\|166.10\|0.62\|181.00\|184.89\|160.88\|59923;2026-07-21\|182.33\|9.77\|172.82\|184.98\|142.00\|76219;2026-07-22\|183.00\|0.37\|181.00\|194.90\|179.23\|64844;2026-07-23\|181.22\|-0.97\|184.61\|191.90\|179.58\|43239;2026-07-24\|180.50\|-0.40\|175.80\|187.30\|173.24\|31991;2026-07-27\|182.18\|0.93\|178.11\|184.36\|175.01\|34497;2026-07-28\|162.30\|-10.91\|174.70\|178.94\|161.01\|41749;2026-07-29\|155.55\|-4.16\|162.00\|164.00\|146.80\|49890;2026-07-30\|135.00\|-13.21\|152.62\|154.95\|133.00\|59845;2026-07-31\|143.66\|6.41\|147.00\|152.01\|143.66\|50973;2026-08-03\|142.33\|-0.93\|143.12\|147.73\|139.78\|38176;2026-08-04\|160.59\|12.83\|146.00\|162.70\|143.70\|64005;2026-08-05\|161.45\|0.54\|148.90\|163.78\|148.00\|66858;2026-08-06\|164.30\|1.77\|158.00\|168.88\|157.01\|47854;2026-08-07\|170.16\|3.57\|166.80\|171.43\|163.05\|50730;2026-08-10\|179.91\|5.73\|188.88\|190.86\|175.01\|80845;2026-08-11\|191.30\|6.33\|178.31\|197.00\|172.81\|82553;2026-08-12\|200.69\|4.91\|189.17\|206.00\|188.62\|86136;2026-08-13\|196.93\|-1.87\|205.00\|208.51\|196.91\|79849;2026-08-14\|205.40\|4.30\|198.51\|206.80\|195.88\|64901;2026-08-17\|215.69\|5.01\|204.26\|217.11\|204.21\|57841;2026-08-18\|217.53\|0.85\|216.83\|218.46\|211.67\|47669;2026-08-19\|205.38\|-5.59\|214.68\|218.37\|204.69\|55750;2026-08-20\|225.38\|9.74\|209.48\|229.80\|202.02\|82322;2026-08-21\|242.41\|7.56\|227.23\|268.88\|226.55\|115816;2026-08-24\|235.19\|-2.98\|243.37\|254.00\|231.31\|85117;2026-08-25\|233.35\|-0.78\|235.21\|239.88\|226.00\|49411;2026-08-26\|225.71\|-3.27\|234.87\|236.00\|222.78\|43996;2026-08-27\|236.00\|4.56\|232.52\|238.68\|223.82\|57020;2026-08-28\|230.90\|-2.16\|234.80\|240.00\|230.50\|38874;2026-08-31\|229.68\|-0.53\|230.01\|235.00\|226.51\|31158;2026-09-01\|224.50\|-2.26\|228.00\|230.68\|219.99\|30774;2026-09-02\|220.88\|-1.61\|220.41\|227.00\|217.70\|26200;2026-09-03\|218.56\|-1.05\|225.01\|228.36\|216.00\|24076;2026-09-04\|212.14\|-2.94\|222.21\|227.77\|209.89\|32148;2026-09-07\|242.75\|14.43\|215.88\|246.98\|214.24\|66143;2026-09-08\|235.69\|-2.91\|242.87\|244.99\|234.80\|36573;2026-09-09\|234.00\|-0.72\|238.69\|241.85\|232.58\|35072;2026-09-10\|235.39\|0.59\|229.95\|238.60\|229.85\|30197;2026-09-11\|246.99\|4.93\|232.01\|248.88\|230.00\|68740;2026-09-14\|257.36\|4.20\|246.99\|263.69\|243.99\|62075;2026-09-15\|264.68\|2.84\|257.85\|268.61\|252.25\|45679;2026-09-16\|302.41\|14.25\|262.99\|308.00\|262.03\|78087;2026-09-17\|297.10\|-1.76\|300.98\|306.00\|291.20\|63458;2026-09-18\|303.13\|2.03\|298.00\|306.73\|289.00\|58735;2026-09-21\|303.53\|0.13\|300.90\|307.10\|294.00\|44607;2026-09-22\|306.23\|0.89\|310.00\|313.40\|299.01\|45765;2026-09-23\|313.77\|2.46\|311.47\|319.99\|306.46\|36619;2026-09-24\|306.60\|-2.29\|313.61\|316.99\|306.20\|33743;2026-09-28\|282.00\|-8.02\|308.60\|308.88\|276.00\|53610;2026-09-29\|292.12\|3.59\|286.24\|296.28\|279.00\|36481;2026-09-30\|276.62\|-5.31\|294.00\|295.74\|276.02\|32948;2026-10-08\|255.33\|-7.70\|281.03\|281.99\|252.11\|41360;2026-10-09\|248.12\|-2.82\|253.79\|255.00\|233.92\|40485;2026-10-12\|235.60\|-5.05\|245.65\|246.60\|235.60\|30528;2026-10-13\|252.11\|7.01\|227.43\|256.90\|223.35\|50513;2026-10-14\|243.80\|-3.30\|249.99\|255.85\|242.00\|32988;2026-10-15\|241.00\|-1.15\|232.00\|253.65\|229.94\|44260;2026-10-16\|230.99\|-4.15\|245.00\|246.79\|228.00\|40322;2026-10-19\|218.98\|-5.20\|228.68\|230.98\|212.00\|35261;2026-10-20\|227.86\|4.06\|214.89\|232.98\|214.22\|30342;2026-10-21\|244.32\|7.22\|230.11\|246.00\|229.50\|50776;2026-10-22\|228.00\|-6.68\|241.06\|243.80\|227.62\|43313;2026-10-23\|225.81\|-0.96\|222.56\|228.29\|204.00\|50814;2026-10-26\|214.18\|-5.15\|222.50\|222.50\|210.00\|34579;2026-10-27\|206.19\|-3.73\|218.95\|219.98\|206.19\|29173;2026-10-28\|196.90\|-4.51\|210.11\|213.95\|189.17\|73480;2026-10-29\|172.01\|-12.64\|191.78\|193.25\|171.13\|53254;2026-10-30\|152.60\|-11.28\|166.65\|166.65\|152.28\|56206;2026-11-02\|152.19\|-0.27\|155.03\|157.12\|148.00\|53276;2026-11-03\|136.36\|-10.40\|149.00\|149.22\|134.00\|45356;2026-11-04\|150.95\|10.70\|138.08\|152.86\|131.62\|62612;2026-11-05\|151.00\|0.03\|142.81\|154.98\|141.11\|59059;2026-11-06\|139.13\|-7.86\|139.34\|143.50\|130.16\|45785
130186	朱雀二号改进型遥七运载火箭在东风商业航天创新试验区发射升空	商业航天+特种光学镜头+增持行业原因：马斯克旗下太空探索技术公司SpaceX确认，IPO发售5.556亿股股票，定价为135美元/股，筹集资金达到750亿美元，创下史上最大规模IPO集资规模。SpaceX IPO股份预计将于本周五(12日)在纳斯特市场开始交易。公司原因： 1、据2026年1月7日及2026年5月29日投资者关系活动记录表，公司箭载镜头已批量生产并持续升级，低轨卫星星敏感器可见光样机已交付，激光通讯产品实现小批量交付，持续开拓商业航天等战略新兴领域业务。 2、据2026年4月28日年报，公司是国内最重要的特种光学镜头、光电系统提供商之一，产品广泛应用于“神舟系列”、“嫦娥探月”等国家重大航天任务及高端装备，2025年定制产品营收同比增长34.93%创历史新高。 3、据2026年5月20日公告及2026年5月29日投资者关系活动记录表，控股股东中融投资基于对公司未来发展信心，于2025年11月20日至2026年5月19日累计增持公司股份，增持金额达9402万元。	1、公司是国内航天级特种光学镜头龙头，为神舟、嫦娥、天问一号等重大航天工程提供核心光学组件，批量供应长征火箭箭载镜头与低轨卫星星敏感器，绑定蓝箭航天等商业航天客户； 2、公司超精密光学加工技术为高端装备如光刻机等领域提供高精密的光学镜头和光学系统	2026-06-29\|43.00\|-3.09\|43.71\|45.53\|41.41\|88503;2026-06-30\|48.63\|13.09\|42.84\|48.88\|42.00\|125413;2026-07-01\|46.66\|-4.05\|49.50\|50.19\|46.57\|95086;2026-07-02\|45.87\|-1.69\|46.70\|48.49\|44.00\|78152;2026-07-03\|43.02\|-6.21\|44.60\|45.87\|43.00\|70715;2026-07-06\|40.85\|-5.04\|42.98\|43.39\|39.60\|70369;2026-07-07\|39.32\|-3.75\|40.56\|41.12\|38.26\|47201;2026-07-08\|38.28\|-2.65\|40.11\|40.11\|36.91\|50529;2026-07-09\|40.69\|6.30\|38.53\|40.87\|37.50\|72979;2026-07-10\|40.52\|-0.42\|40.50\|42.90\|40.00\|71493;2026-07-13\|35.52\|-12.34\|39.21\|39.78\|35.31\|65657;2026-07-14\|34.62\|-2.53\|35.83\|36.93\|32.80\|63815;2026-07-15\|33.27\|-3.90\|34.85\|35.35\|32.73\|46161;2026-07-16\|31.41\|-5.59\|32.70\|33.33\|30.90\|49932;2026-07-17\|27.70\|-11.81\|31.15\|31.30\|27.52\|65141;2026-07-20\|25.09\|-9.42\|29.18\|29.28\|24.24\|75248;2026-07-21\|27.00\|7.61\|25.78\|27.00\|22.00\|83858;2026-07-22\|26.30\|-2.59\|27.06\|27.46\|26.05\|62705;2026-07-23\|25.66\|-2.43\|26.44\|26.82\|25.30\|41650;2026-07-24\|24.95\|-2.77\|25.30\|25.96\|24.80\|37942;2026-07-27\|26.64\|6.77\|25.17\|26.65\|24.50\|48108;2026-07-28\|26.55\|-0.34\|28.69\|31.00\|25.67\|100174;2026-07-29\|24.84\|-6.44\|25.90\|25.90\|24.01\|76773;2026-07-30\|23.12\|-6.92\|24.56\|25.08\|23.12\|57571;2026-07-31\|24.40\|5.54\|24.29\|25.28\|24.20\|58562;2026-08-03\|23.71\|-2.83\|24.16\|24.46\|23.53\|38912;2026-08-04\|25.26\|6.54\|23.98\|25.46\|23.90\|48806;2026-08-05\|26.50\|4.91\|25.35\|26.86\|25.09\|50348;2026-08-06\|27.00\|1.89\|26.07\|27.09\|25.86\|49989;2026-08-07\|27.61\|2.26\|27.00\|27.66\|26.16\|45550;2026-08-10\|27.14\|-1.70\|27.89\|27.89\|26.64\|36221;2026-08-11\|26.75\|-1.44\|26.82\|27.11\|26.27\|32559;2026-08-12\|27.35\|2.24\|26.85\|27.48\|26.60\|40599;2026-08-13\|26.71\|-2.34\|27.59\|28.36\|26.69\|42163;2026-08-14\|27.15\|1.65\|26.66\|27.27\|26.62\|31784;2026-08-17\|28.30\|4.24\|27.15\|28.36\|26.82\|43137;2026-08-18\|28.32\|0.07\|28.20\|28.47\|27.42\|35970;2026-08-19\|25.60\|-9.60\|28.14\|28.14\|25.51\|49796;2026-08-20\|26.18\|2.27\|25.98\|26.63\|25.54\|33701;2026-08-21\|26.38\|0.76\|25.95\|26.71\|25.71\|29336;2026-08-24\|26.02\|-1.36\|26.97\|27.09\|25.00\|38336;2026-08-25\|26.32\|1.15\|25.57\|26.45\|24.89\|27125;2026-08-26\|26.16\|-0.61\|26.51\|26.54\|25.45\|21318;2026-08-27\|27.04\|3.36\|26.05\|27.30\|25.98\|30592;2026-08-28\|26.57\|-1.74\|27.04\|27.59\|26.57\|29913;2026-08-31\|28.23\|6.25\|26.41\|28.57\|26.10\|45113;2026-09-01\|27.02\|-4.29\|28.08\|28.08\|26.68\|42155;2026-09-02\|26.69\|-1.22\|26.41\|27.00\|26.39\|27193;2026-09-03\|26.45\|-0.90\|26.69\|27.26\|26.13\|25826;2026-09-04\|25.10\|-5.10\|26.14\|26.96\|24.92\|54403;2026-09-07\|27.25\|8.57\|25.08\|27.86\|25.08\|70789;2026-09-08\|26.73\|-1.91\|27.75\|27.85\|26.51\|49552;2026-09-09\|26.22\|-1.91\|26.88\|27.68\|26.14\|31987;2026-09-10\|25.78\|-1.68\|26.17\|26.29\|25.42\|22095;2026-09-11\|25.37\|-1.59\|25.72\|25.72\|24.31\|33957;2026-09-14\|25.40\|0.12\|25.36\|25.73\|24.55\|21182;2026-09-15\|25.44\|0.16\|25.45\|25.94\|25.08\|25254;2026-09-16\|29.09\|14.35\|25.57\|29.56\|25.15\|97208;2026-09-17\|27.56\|-5.26\|28.91\|29.36\|27.56\|76985;2026-09-18\|27.80\|0.87\|27.68\|28.27\|27.64\|45680;2026-09-21\|28.32\|1.87\|28.00\|28.54\|27.81\|42450;2026-09-22\|28.07\|-0.88\|28.55\|28.70\|27.87\|41093;2026-09-23\|28.71\|2.28\|28.08\|29.25\|27.91\|48614;2026-09-24\|29.27\|1.95\|28.60\|30.45\|28.57\|77095;2026-09-28\|27.46\|-6.18\|28.40\|28.94\|26.92\|51671;2026-09-29\|27.77\|1.13\|27.48\|28.70\|27.00\|43245;2026-09-30\|27.16\|-2.20\|28.26\|28.48\|27.09\|32418;2026-10-08\|25.63\|-5.63\|27.22\|27.90\|25.29\|48793;2026-10-09\|24.73\|-3.51\|25.58\|25.58\|23.40\|49763;2026-10-12\|24.38\|-1.42\|24.80\|25.25\|24.10\|26466;2026-10-13\|24.53\|0.62\|24.02\|24.93\|22.86\|34330;2026-10-14\|24.68\|0.61\|24.20\|26.23\|23.66\|41308;2026-10-15\|24.93\|1.01\|24.15\|25.73\|23.76\|46125;2026-10-16\|25.60\|2.69\|25.25\|26.30\|24.46\|59306;2026-10-19\|24.21\|-5.43\|25.18\|25.60\|23.50\|54651;2026-10-20\|24.90\|2.85\|24.00\|25.42\|23.88\|32807;2026-10-21\|24.20\|-2.81\|25.00\|25.34\|24.11\|31201;2026-10-22\|23.14\|-4.38\|24.65\|24.65\|23.14\|35431;2026-10-23\|25.40\|9.77\|22.70\|25.74\|21.40\|75505;2026-10-26\|25.30\|-0.39\|24.92\|25.71\|24.14\|53830;2026-10-27\|23.92\|-5.45\|25.78\|25.78\|23.91\|36641;2026-10-28\|24.83\|3.80\|24.17\|25.18\|23.80\|33766;2026-10-29\|23.47\|-5.48\|24.51\|24.83\|23.47\|32666;2026-10-30\|21.20\|-9.67\|22.40\|23.00\|21.20\|58717;2026-11-02\|22.21\|4.76\|21.57\|22.34\|20.91\|32373;2026-11-03\|21.09\|-5.04\|21.97\|22.15\|20.92\|26387;2026-11-04\|22.20\|5.26\|21.20\|22.41\|20.80\|37021;2026-11-05\|22.69\|2.21\|21.60\|23.21\|21.45\|36629;2026-11-06\|21.80\|-3.92\|21.90\|22.20\|21.32\|30934
130185	ASML正在研究在2028年生产超过110 台EUV光刻机	中报预增+存储芯片+LED涨价行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月26日公告，公司预计2026年上半年归母净利润为9000万元至1.1亿元，同比增长351.63%至407.54%，业绩增长主要得益于技术创新、产品迭代、管理提升和营销策略的有效实施。 2、据2026年5月8日机构调研，公司拥有非易失性存储器芯片技术及产品，部分产品已量产。 3、据2026年5月8日机构调研，由于原材料涨价，公司相关产品相应涨价，确认了LED驱动产品价格上调。	国内电源芯片龙头，micro LED驱动芯片公司已量产	2026-06-29\|71.80\|1.04\|75.00\|76.06\|65.11\|335567;2026-06-30\|86.16\|20.00\|70.20\|86.16\|70.00\|414462;2026-07-01\|91.74\|6.48\|88.38\|97.59\|88.28\|402357;2026-07-02\|92.24\|0.55\|90.37\|97.97\|85.40\|370854;2026-07-03\|94.35\|2.29\|94.08\|102.32\|93.97\|344309;2026-07-06\|102.32\|8.45\|94.39\|105.58\|90.66\|342766;2026-07-07\|97.15\|-5.05\|97.68\|102.97\|94.18\|252683;2026-07-08\|93.01\|-4.26\|98.79\|101.35\|87.44\|236742;2026-07-09\|96.80\|4.07\|94.74\|97.08\|90.00\|226568;2026-07-10\|88.00\|-9.09\|95.11\|97.23\|88.00\|252822;2026-07-13\|81.88\|-6.95\|87.21\|88.74\|81.16\|187845;2026-07-14\|86.01\|5.04\|83.40\|87.20\|81.00\|167776;2026-07-15\|80.20\|-6.75\|87.10\|88.79\|79.86\|160575;2026-07-16\|74.14\|-7.56\|79.48\|80.66\|73.40\|151822;2026-07-17\|66.74\|-9.98\|74.30\|74.68\|66.00\|178236;2026-07-20\|61.14\|-8.39\|69.65\|71.09\|58.50\|221037;2026-07-21\|68.73\|12.41\|63.94\|68.99\|54.20\|276036;2026-07-22\|72.13\|4.95\|69.82\|77.45\|68.63\|271173;2026-07-23\|68.70\|-4.76\|72.15\|74.00\|68.00\|174383;2026-07-24\|67.64\|-1.54\|66.69\|71.14\|66.20\|149124;2026-07-27\|68.98\|1.98\|66.95\|69.42\|64.00\|153714;2026-07-28\|63.57\|-7.84\|67.14\|68.98\|63.00\|127063;2026-07-29\|61.60\|-3.10\|63.40\|64.63\|58.18\|171070;2026-07-30\|53.86\|-12.56\|59.97\|60.80\|53.03\|175592;2026-07-31\|54.32\|0.85\|60.18\|61.90\|54.08\|210786;2026-08-03\|50.06\|-7.84\|53.34\|54.87\|49.62\|183902;2026-08-04\|54.79\|9.45\|50.34\|56.17\|49.65\|186815;2026-08-05\|58.97\|7.63\|54.80\|60.05\|54.46\|194624;2026-08-06\|61.16\|3.71\|57.98\|61.97\|57.10\|176794;2026-08-07\|63.92\|4.51\|60.75\|64.80\|60.00\|162371;2026-08-10\|62.82\|-1.72\|63.84\|65.00\|61.26\|119385;2026-08-11\|62.22\|-0.96\|62.74\|63.88\|61.16\|111789;2026-08-12\|63.92\|2.73\|62.63\|65.53\|62.30\|135540;2026-08-13\|62.50\|-2.22\|65.56\|66.10\|62.35\|141790;2026-08-14\|64.19\|2.70\|64.37\|64.40\|61.82\|107514;2026-08-17\|65.79\|2.49\|64.52\|66.11\|63.99\|139212;2026-08-18\|64.38\|-2.14\|65.88\|66.60\|62.94\|123656;2026-08-19\|57.86\|-10.13\|61.76\|62.74\|57.29\|152350;2026-08-20\|60.08\|3.84\|58.36\|63.56\|57.62\|165995;2026-08-21\|59.47\|-1.02\|59.74\|61.70\|57.80\|123952;2026-08-24\|56.11\|-5.65\|59.19\|59.47\|54.52\|123002;2026-08-25\|55.00\|-1.98\|55.46\|55.95\|53.08\|109659;2026-08-26\|53.93\|-1.95\|55.38\|55.60\|53.10\|111066;2026-08-27\|57.02\|5.73\|54.83\|57.60\|54.00\|142313;2026-08-28\|55.71\|-2.30\|57.03\|58.36\|55.65\|117754;2026-08-31\|57.10\|2.50\|54.75\|57.22\|54.36\|94909;2026-09-01\|54.80\|-4.03\|57.32\|57.38\|54.50\|96651;2026-09-02\|53.47\|-2.43\|53.53\|54.23\|52.90\|80171;2026-09-03\|53.78\|0.58\|54.20\|54.70\|52.85\|68938;2026-09-04\|51.52\|-4.20\|54.06\|55.01\|51.10\|102227;2026-09-07\|52.70\|2.29\|52.02\|53.34\|51.80\|88716;2026-09-08\|52.25\|-0.85\|52.73\|53.79\|51.61\|78647;2026-09-09\|51.85\|-0.77\|52.52\|53.65\|51.57\|76530;2026-09-10\|51.33\|-1.00\|51.42\|52.19\|51.09\|53294;2026-09-11\|50.20\|-2.20\|50.36\|50.70\|48.46\|83934;2026-09-14\|50.45\|0.50\|49.63\|50.90\|48.73\|61756;2026-09-15\|50.60\|0.30\|50.01\|51.78\|49.94\|70081;2026-09-16\|58.06\|14.74\|50.73\|58.65\|50.23\|252664;2026-09-17\|58.94\|1.52\|57.84\|60.79\|57.10\|272584;2026-09-18\|60.54\|2.71\|59.74\|61.70\|59.10\|226469;2026-09-21\|60.12\|-0.69\|60.98\|60.99\|59.21\|170285;2026-09-22\|60.16\|0.07\|60.80\|61.91\|59.66\|166810;2026-09-23\|62.26\|3.49\|59.96\|62.88\|59.90\|195089;2026-09-24\|60.15\|-3.39\|61.88\|62.18\|60.00\|122094;2026-09-28\|56.90\|-5.40\|59.90\|59.90\|56.28\|111659;2026-09-29\|58.85\|3.43\|56.54\|60.30\|56.20\|140645;2026-09-30\|54.64\|-7.15\|59.73\|59.86\|54.20\|134109;2026-10-08\|50.72\|-7.17\|54.40\|54.72\|50.06\|126198;2026-10-09\|48.70\|-3.98\|50.70\|50.97\|46.00\|167515;2026-10-12\|46.60\|-4.31\|48.60\|48.69\|45.70\|134493;2026-10-13\|46.64\|0.09\|44.88\|47.23\|43.27\|129429;2026-10-14\|45.76\|-1.89\|46.57\|47.18\|45.45\|87566;2026-10-15\|43.56\|-4.81\|43.55\|44.55\|42.98\|112060;2026-10-16\|42.60\|-2.20\|45.15\|45.30\|42.21\|106433;2026-10-19\|42.09\|-1.20\|42.30\|42.66\|40.40\|96185;2026-10-20\|43.22\|2.68\|42.00\|44.19\|41.51\|96905;2026-10-21\|43.64\|0.97\|43.74\|44.80\|43.30\|83292;2026-10-22\|41.34\|-5.27\|43.48\|43.84\|41.18\|97604;2026-10-23\|43.04\|4.11\|40.62\|43.45\|38.20\|143001;2026-10-26\|40.52\|-5.86\|42.74\|42.88\|40.40\|108600;2026-10-27\|38.85\|-4.12\|41.34\|42.00\|38.78\|95478;2026-10-28\|44.03\|13.33\|39.81\|44.35\|39.81\|195797;2026-10-29\|37.41\|-15.04\|39.18\|39.97\|37.31\|324303;2026-10-30\|35.35\|-5.51\|35.69\|37.98\|35.33\|197590;2026-11-02\|36.23\|2.49\|36.36\|36.72\|35.03\|172150;2026-11-03\|33.80\|-6.71\|35.70\|36.08\|33.70\|173291;2026-11-04\|36.78\|8.82\|34.10\|37.10\|33.36\|227430;2026-11-05\|37.89\|3.02\|36.41\|38.74\|35.73\|216379;2026-11-06\|36.09\|-4.75\|34.93\|36.89\|34.93\|135265
130184	ASML正在研究在2028年生产超过110 台EUV光刻机		1、公司专注于物联网智能硬件核心 SoC 芯片的研发、设计、终测和销售，产品包括物联网摄像机芯片和物联网应用处理器芯片； 2、基于公司SoC的首款对接大模型的端侧AI应用产品上市，该方案对接了豆包、通义千问、文心一言、DeepSeek、Kimi等多家大语言模型，并通过调优，能够对不同大模型的特性进行分析与整合，实现对多源语言理解优势的有效融合	2026-06-29\|14.04\|-0.43\|14.20\|14.45\|13.30\|157038;2026-06-30\|16.20\|15.38\|14.05\|16.47\|14.05\|313860;2026-07-01\|17.03\|5.12\|16.04\|17.45\|15.87\|359742;2026-07-02\|16.05\|-5.75\|16.90\|17.44\|16.03\|262369;2026-07-03\|16.62\|3.55\|16.00\|16.85\|15.40\|272429;2026-07-06\|17.05\|2.59\|17.17\|18.20\|16.75\|443176;2026-07-07\|17.48\|2.52\|16.95\|17.63\|16.40\|282278;2026-07-08\|16.73\|-4.29\|18.47\|18.50\|15.30\|456314;2026-07-09\|16.92\|1.14\|16.99\|17.03\|16.00\|325093;2026-07-10\|16.70\|-1.30\|16.80\|17.70\|16.68\|327362;2026-07-13\|16.27\|-2.57\|16.31\|17.42\|16.25\|246993;2026-07-14\|16.44\|1.04\|16.35\|17.18\|15.80\|236783;2026-07-15\|15.71\|-4.44\|16.43\|16.57\|15.40\|212444;2026-07-16\|15.29\|-2.67\|15.30\|16.47\|15.20\|202555;2026-07-17\|13.89\|-9.16\|15.06\|15.56\|13.85\|233083;2026-07-20\|13.32\|-4.10\|14.34\|14.71\|13.02\|253102;2026-07-21\|13.81\|3.68\|13.64\|14.08\|12.00\|255606;2026-07-22\|15.40\|11.51\|13.60\|16.23\|13.58\|361313;2026-07-23\|15.11\|-1.88\|15.15\|15.52\|14.35\|221679;2026-07-24\|15.10\|-0.07\|14.76\|15.75\|14.76\|199176;2026-07-27\|14.96\|-0.93\|14.88\|15.15\|14.30\|175192;2026-07-28\|14.22\|-4.95\|14.68\|15.17\|14.05\|160288;2026-07-29\|13.87\|-2.46\|13.98\|14.92\|13.43\|199613;2026-07-30\|12.20\|-12.04\|13.53\|13.65\|12.00\|249690;2026-07-31\|13.02\|6.72\|12.96\|13.68\|12.80\|256032;2026-08-03\|12.49\|-4.07\|12.90\|13.48\|12.37\|220851;2026-08-04\|13.45\|7.69\|12.56\|13.62\|12.45\|227713;2026-08-05\|14.35\|6.69\|13.36\|14.65\|13.31\|245686;2026-08-06\|15.13\|5.44\|14.09\|15.47\|14.06\|205266;2026-08-07\|15.52\|2.58\|14.92\|15.70\|14.85\|166222;2026-08-10\|15.95\|2.77\|15.56\|16.06\|14.91\|198027;2026-08-11\|15.95\|0.00\|15.80\|16.28\|15.47\|153250;2026-08-12\|16.35\|2.51\|16.16\|16.73\|15.81\|159297;2026-08-13\|15.87\|-2.94\|16.38\|16.84\|15.80\|133558;2026-08-14\|16.12\|1.58\|16.05\|16.31\|15.57\|114725;2026-08-17\|16.51\|2.42\|16.15\|16.52\|16.04\|115751;2026-08-18\|16.52\|0.06\|16.54\|16.93\|16.14\|104132;2026-08-19\|15.02\|-9.08\|16.28\|16.75\|14.93\|159218;2026-08-20\|15.42\|2.66\|15.28\|15.80\|14.93\|132281;2026-08-21\|15.27\|-0.97\|15.50\|15.59\|15.05\|102623;2026-08-24\|15.60\|2.16\|15.30\|15.67\|15.02\|150515;2026-08-25\|15.09\|-3.27\|15.34\|15.43\|14.61\|154267;2026-08-26\|14.97\|-0.80\|15.10\|15.18\|14.71\|101675;2026-08-27\|15.97\|6.68\|15.10\|16.22\|15.05\|153183;2026-08-28\|15.66\|-1.94\|16.13\|16.50\|15.58\|184233;2026-08-31\|16.83\|7.47\|15.45\|16.84\|15.38\|198198;2026-09-01\|16.64\|-1.13\|16.87\|17.05\|16.34\|166309;2026-09-02\|16.16\|-2.88\|16.42\|16.86\|16.12\|135978;2026-09-03\|15.93\|-1.42\|16.28\|16.47\|15.61\|111306;2026-09-04\|15.37\|-3.52\|16.10\|16.34\|15.18\|125968;2026-09-07\|15.37\|0.00\|15.29\|15.63\|15.20\|113348;2026-09-08\|15.10\|-1.76\|15.48\|15.48\|14.91\|107495;2026-09-09\|15.35\|1.66\|15.00\|15.73\|15.00\|108120;2026-09-10\|14.80\|-3.58\|15.12\|15.28\|14.78\|88217;2026-09-11\|14.66\|-0.95\|14.60\|14.77\|14.00\|107123;2026-09-14\|14.82\|1.09\|14.63\|14.98\|14.27\|74930;2026-09-15\|14.90\|0.54\|14.70\|15.10\|14.60\|66467;2026-09-16\|17.15\|15.10\|14.92\|17.39\|14.78\|340619;2026-09-17\|17.49\|1.98\|17.15\|17.64\|17.06\|294977;2026-09-18\|17.99\|2.86\|17.64\|18.30\|17.50\|257761;2026-09-21\|17.90\|-0.50\|18.10\|18.31\|17.68\|228653;2026-09-22\|18.15\|1.40\|18.07\|18.75\|17.99\|248212;2026-09-23\|18.36\|1.16\|18.08\|18.54\|17.85\|182863;2026-09-24\|18.01\|-1.91\|18.29\|18.56\|17.90\|145762;2026-09-28\|16.82\|-6.61\|17.85\|17.98\|16.55\|188436;2026-09-29\|16.78\|-0.24\|16.80\|17.00\|16.30\|129948;2026-09-30\|16.15\|-3.75\|16.86\|16.86\|15.99\|150667;2026-10-08\|14.62\|-9.47\|16.27\|16.47\|14.50\|212324;2026-10-09\|14.61\|-0.07\|14.48\|15.35\|13.84\|303875;2026-10-12\|14.03\|-3.97\|14.40\|14.52\|13.79\|205746;2026-10-13\|13.87\|-1.14\|13.64\|14.03\|13.11\|193343;2026-10-14\|14.10\|1.66\|13.86\|14.64\|13.86\|187494;2026-10-15\|13.05\|-7.45\|12.99\|13.52\|12.91\|253523;2026-10-16\|12.63\|-3.22\|13.23\|13.46\|12.50\|205078;2026-10-19\|12.44\|-1.50\|12.53\|12.75\|11.96\|163402;2026-10-20\|13.16\|5.79\|12.29\|13.38\|12.25\|184290;2026-10-21\|13.27\|0.84\|13.36\|13.58\|13.12\|126550;2026-10-22\|12.77\|-3.77\|13.30\|13.48\|12.75\|131568;2026-10-23\|13.36\|4.62\|12.42\|13.50\|11.88\|211364;2026-10-26\|12.84\|-3.89\|13.21\|13.25\|12.70\|151858;2026-10-27\|12.22\|-4.83\|13.09\|13.14\|12.21\|144995;2026-10-28\|12.77\|4.50\|12.68\|13.01\|12.41\|149197;2026-10-29\|12.05\|-5.64\|12.66\|12.70\|12.02\|151121;2026-10-30\|11.34\|-5.89\|11.57\|12.16\|11.30\|172311;2026-11-02\|11.62\|2.47\|11.51\|11.77\|11.13\|164322;2026-11-03\|11.22\|-3.44\|11.38\|11.68\|11.10\|138800;2026-11-04\|12.03\|7.22\|11.23\|12.10\|11.10\|208698;2026-11-05\|12.55\|4.32\|12.02\|12.80\|11.85\|179591;2026-11-06\|12.00\|-4.38\|11.70\|12.35\|11.70\|135475
130183	ASML正在研究在2028年生产超过110 台EUV光刻机	除权除息+高性能计算电源芯片+收购易冲科技行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，30只成份股全线上涨，英特尔、美光科技等大幅走高，提振A股半导体板块情绪。 2、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年6月8日权益分派实施公告，公司实施10转4股派10元的高送转分红方案，股权登记日为2026年6月8日，除权除息日为2026年6月9日。 2、据2026年4月18日年报及2026年4月27日机构调研，公司高性能计算电源芯片业务2025年度实现销售收入0.96亿元，同比增长122.26%，全系列产品已实现量产并在新一代显卡应用中批量出货。 3、据2026年4月29日公告及2026年4月27日机构调研，公司已完成收购四川易冲科技100%股权，自2026年3月起将其纳入合并报表，带动公司2026年一季度整体营收同比增长86.35%至6.09亿元。	公司是国内 LED 照明驱动芯片龙头企业，推出新一代单级高PF恒压控制器BP83323，该产品以第三代碳化硅（SiC）器件集成为核心，采用单级APFC + 反激恒压输出的创新拓扑架构，支持全电压（90-264Vac）输入，可实现高达150W的输出功率，为高性能AC/DC电源设计提供了具备竞争力的解决方案	2026-06-29\|208.90\|-4.95\|220.00\|227.68\|198.00\|50369;2026-06-30\|216.52\|3.65\|206.00\|217.70\|203.00\|41638;2026-07-01\|201.99\|-6.71\|221.03\|225.42\|200.78\|37047;2026-07-02\|190.94\|-5.47\|195.02\|205.95\|188.88\|35400;2026-07-03\|187.99\|-1.54\|191.89\|194.75\|181.70\|31169;2026-07-06\|181.92\|-3.23\|190.00\|192.90\|173.33\|30482;2026-07-07\|179.69\|-1.23\|180.80\|185.50\|176.00\|25109;2026-07-08\|198.57\|10.51\|180.90\|207.90\|180.00\|54156;2026-07-09\|198.99\|0.21\|200.74\|203.21\|190.02\|34578;2026-07-10\|181.02\|-9.03\|197.69\|202.49\|180.90\|34749;2026-07-13\|169.77\|-6.21\|178.51\|184.63\|169.46\|34098;2026-07-14\|171.16\|0.82\|169.68\|173.00\|162.08\|28163;2026-07-15\|155.98\|-8.87\|170.86\|173.33\|155.01\|34000;2026-07-16\|140.80\|-9.73\|153.74\|156.46\|138.59\|39496;2026-07-17\|128.00\|-9.09\|142.63\|145.20\|126.00\|44684;2026-07-20\|120.01\|-6.24\|133.00\|138.58\|116.31\|47790;2026-07-21\|129.33\|7.77\|122.00\|129.84\|107.77\|71730;2026-07-22\|127.50\|-1.42\|128.00\|136.92\|126.11\|65007;2026-07-23\|122.80\|-3.69\|128.00\|129.90\|119.98\|39601;2026-07-24\|119.50\|-2.69\|120.34\|124.97\|118.00\|34159;2026-07-27\|128.87\|7.84\|120.65\|129.32\|119.11\|39529;2026-07-28\|115.36\|-10.48\|127.50\|128.24\|114.61\|36975;2026-07-29\|112.28\|-2.67\|114.88\|117.84\|105.09\|43739;2026-07-30\|103.23\|-8.06\|111.60\|112.53\|100.00\|36070;2026-07-31\|107.49\|4.13\|111.44\|117.33\|107.00\|41435;2026-08-03\|96.59\|-10.14\|105.04\|108.00\|96.09\|57343;2026-08-04\|107.30\|11.09\|96.66\|107.33\|95.95\|53717;2026-08-05\|113.83\|6.09\|105.16\|116.50\|105.08\|43402;2026-08-06\|117.70\|3.40\|113.00\|119.99\|111.25\|37362;2026-08-07\|125.87\|6.94\|119.61\|128.00\|116.07\|49842;2026-08-10\|125.13\|-0.59\|128.20\|131.87\|121.42\|40572;2026-08-11\|124.30\|-0.66\|123.23\|126.58\|121.00\|29611;2026-08-12\|126.30\|1.61\|124.83\|129.28\|122.03\|30483;2026-08-13\|123.74\|-2.03\|129.89\|132.00\|123.00\|26563;2026-08-14\|130.02\|5.08\|124.38\|130.49\|124.38\|31223;2026-08-17\|134.34\|3.32\|131.32\|135.17\|127.08\|37181;2026-08-18\|137.54\|2.38\|134.41\|141.85\|133.00\|42795;2026-08-19\|124.65\|-9.37\|133.00\|136.28\|123.34\|48121;2026-08-20\|129.41\|3.82\|126.25\|131.45\|124.00\|36043;2026-08-21\|126.84\|-1.99\|128.00\|135.00\|126.18\|38576;2026-08-24\|122.00\|-3.82\|126.68\|126.99\|117.35\|45940;2026-08-25\|118.24\|-3.08\|116.00\|120.17\|111.16\|44151;2026-08-26\|116.90\|-1.13\|117.97\|120.88\|113.00\|34904;2026-08-27\|140.28\|20.00\|118.48\|140.28\|115.77\|61460;2026-08-28\|141.50\|0.87\|144.53\|150.62\|137.99\|101245;2026-08-31\|150.75\|6.54\|140.14\|153.30\|137.01\|75132;2026-09-01\|152.55\|1.19\|147.24\|156.70\|147.24\|61822;2026-09-02\|151.99\|-0.37\|147.24\|155.88\|147.24\|49105;2026-09-03\|154.52\|1.66\|155.22\|157.30\|149.50\|44184;2026-09-04\|146.61\|-5.12\|157.55\|158.20\|144.99\|42472;2026-09-07\|150.70\|2.79\|150.60\|151.99\|144.44\|33953;2026-09-08\|145.91\|-3.18\|150.00\|151.49\|145.00\|30157;2026-09-09\|144.00\|-1.31\|148.80\|154.98\|143.20\|29871;2026-09-10\|140.98\|-2.10\|144.00\|146.26\|140.00\|26364;2026-09-11\|129.67\|-8.02\|140.47\|140.47\|125.30\|39066;2026-09-14\|127.25\|-1.87\|130.01\|130.29\|124.83\|34912;2026-09-15\|126.97\|-0.22\|125.80\|132.20\|125.80\|27338;2026-09-16\|146.28\|15.21\|125.71\|152.10\|125.71\|74890;2026-09-17\|140.52\|-3.94\|143.00\|146.96\|140.30\|45178;2026-09-18\|149.00\|6.03\|143.39\|151.00\|140.37\|54719;2026-09-21\|146.85\|-1.44\|149.59\|150.95\|145.23\|37424;2026-09-22\|145.93\|-0.63\|148.00\|156.65\|144.87\|56875;2026-09-23\|146.97\|0.71\|146.98\|150.00\|144.28\|41736;2026-09-24\|140.21\|-4.60\|146.72\|146.82\|140.20\|44583;2026-09-28\|129.59\|-7.57\|139.00\|139.00\|124.56\|49310;2026-09-29\|127.02\|-1.98\|126.08\|131.88\|126.08\|32253;2026-09-30\|120.73\|-4.95\|127.47\|128.16\|120.12\|34758;2026-10-08\|111.98\|-7.25\|120.72\|122.80\|109.62\|33679;2026-10-09\|105.39\|-5.88\|110.87\|111.54\|102.50\|44610;2026-10-12\|101.99\|-3.23\|105.00\|108.46\|101.41\|42762;2026-10-13\|100.45\|-1.51\|98.50\|101.76\|94.35\|37428;2026-10-14\|97.79\|-2.65\|100.18\|102.18\|97.40\|28794;2026-10-15\|91.75\|-6.18\|92.00\|94.68\|89.00\|40167;2026-10-16\|90.52\|-1.34\|93.58\|95.00\|89.62\|29381;2026-10-19\|89.12\|-1.55\|90.00\|91.50\|85.35\|25943;2026-10-20\|91.80\|3.01\|90.10\|93.80\|87.05\|36620;2026-10-21\|91.82\|0.02\|93.50\|95.32\|91.32\|24652;2026-10-22\|88.30\|-3.83\|92.98\|93.62\|87.95\|29043;2026-10-23\|105.96\|20.00\|90.00\|105.96\|88.62\|108631;2026-10-26\|91.16\|-13.97\|100.99\|101.82\|90.00\|144053;2026-10-27\|85.28\|-6.45\|92.37\|92.99\|85.28\|86733;2026-10-28\|96.58\|13.25\|87.22\|99.99\|87.22\|108234;2026-10-29\|94.40\|-2.26\|96.58\|99.60\|94.00\|77198;2026-10-30\|86.80\|-8.05\|90.54\|93.69\|86.80\|77300;2026-11-02\|90.33\|4.07\|87.67\|93.91\|85.36\|76271;2026-11-03\|81.97\|-9.26\|88.90\|89.49\|80.04\|80506;2026-11-04\|92.30\|12.60\|82.40\|92.55\|80.06\|85759;2026-11-05\|93.53\|1.33\|88.00\|95.63\|87.72\|76015;2026-11-06\|87.93\|-5.99\|85.39\|89.84\|85.39\|55110
130182	ASML正在研究在2028年生产超过110 台EUV光刻机	球形硅微粉+纳米二氧化硅+一季报增长 1、据2026年6月4日投资者关系活动记录表，公司控股子公司江苏辉迈生产的球形硅微粉，已实现规模化连续生产与批量稳定交付，具备产业化能力；据2026年5月21日互动易，江苏辉迈具备化学合成法球形硅微粉的产业化能力。 2、公司主营纳米二氧化硅新材料，是国内消光用二氧化硅领域龙头企业，产品涵盖消光剂、吸附剂、开口剂及防锈颜料等，并已研发生产太阳能电池涂覆背板膜用二氧化硅。 3、据2026年4月24日公告，公司2026年一季度实现营收1.48亿元，同比增长35.51%，主要系产品销量增长及江苏辉迈并表所致；归母净利润3828.09万元，同比增长21.80%。	1、公司的抛光液产品专用于半导体芯片的化学机械抛光（CMP）工艺，可提升晶圆表面平整度与质量，是芯片制造的关键材料； 2、国内消光用二氧化硅领域龙头企业；公司主要产品有太阳能电池涂覆背板膜用二氧化硅	2026-06-29\|155.71\|-5.92\|167.01\|172.80\|149.56\|73767;2026-06-30\|155.50\|-0.13\|156.10\|158.70\|150.00\|54696;2026-07-01\|165.38\|6.35\|156.78\|167.68\|153.00\|86004;2026-07-02\|146.62\|-11.34\|152.85\|156.88\|144.00\|55142;2026-07-03\|138.90\|-5.27\|146.74\|148.00\|138.80\|52330;2026-07-06\|134.37\|-3.26\|142.88\|144.44\|132.04\|46025;2026-07-07\|123.84\|-7.84\|134.79\|134.79\|121.50\|60046;2026-07-08\|116.02\|-6.31\|124.89\|127.30\|115.77\|52203;2026-07-09\|124.41\|7.23\|123.88\|128.84\|117.11\|77232;2026-07-10\|119.38\|-4.04\|124.95\|129.39\|119.20\|59103;2026-07-13\|109.60\|-8.19\|116.51\|120.15\|109.00\|47837;2026-07-14\|118.37\|8.00\|111.66\|121.40\|110.78\|57340;2026-07-15\|111.03\|-6.20\|119.97\|122.16\|110.51\|42094;2026-07-16\|105.81\|-4.70\|109.36\|112.15\|104.88\|35842;2026-07-17\|95.71\|-9.55\|106.02\|107.20\|94.08\|51146;2026-07-20\|82.90\|-13.38\|98.59\|101.00\|79.00\|71817;2026-07-21\|91.99\|10.96\|84.39\|92.18\|71.99\|75828;2026-07-22\|88.26\|-4.05\|91.33\|94.41\|86.92\|52224;2026-07-23\|88.26\|0.00\|89.99\|92.80\|87.34\|34966;2026-07-24\|85.01\|-3.68\|86.91\|88.80\|83.65\|28309;2026-07-27\|90.31\|6.23\|86.54\|90.45\|83.95\|38478;2026-07-28\|81.69\|-9.54\|87.68\|90.74\|81.13\|38838;2026-07-29\|79.02\|-3.27\|81.91\|83.49\|74.48\|47292;2026-07-30\|70.64\|-10.60\|79.85\|80.02\|69.31\|54172;2026-07-31\|73.55\|4.12\|79.51\|80.87\|72.72\|57082;2026-08-03\|71.07\|-3.37\|73.45\|75.61\|69.67\|49440;2026-08-04\|78.20\|10.03\|72.11\|78.59\|70.43\|52466;2026-08-05\|85.97\|9.94\|77.00\|87.68\|77.00\|61641;2026-08-06\|89.50\|4.11\|83.88\|90.62\|82.60\|60984;2026-08-07\|95.22\|6.39\|88.81\|96.80\|86.98\|91166;2026-08-10\|91.25\|-4.17\|100.07\|103.00\|89.20\|81423;2026-08-11\|89.12\|-2.33\|89.88\|91.96\|87.79\|60557;2026-08-12\|97.80\|9.74\|89.02\|97.95\|89.02\|81210;2026-08-13\|102.35\|4.65\|104.16\|111.88\|102.00\|128691;2026-08-14\|106.10\|3.66\|104.04\|110.53\|101.33\|83244;2026-08-17\|109.50\|3.20\|108.27\|109.50\|103.38\|78875;2026-08-18\|108.00\|-1.37\|109.51\|111.40\|105.33\|65952;2026-08-19\|95.10\|-11.94\|101.59\|105.91\|94.48\|74007;2026-08-20\|95.49\|0.41\|98.01\|98.60\|93.01\|45718;2026-08-21\|98.36\|3.01\|97.40\|102.00\|92.84\|57258;2026-08-24\|93.02\|-5.43\|98.94\|100.00\|89.90\|47417;2026-08-25\|94.99\|2.12\|91.78\|96.50\|89.08\|47849;2026-08-26\|99.16\|4.39\|95.00\|99.50\|90.14\|70569;2026-08-27\|116.80\|17.79\|103.32\|117.50\|99.00\|134587;2026-08-28\|111.64\|-4.42\|117.98\|118.90\|111.30\|103984;2026-08-31\|110.51\|-1.01\|108.00\|115.68\|105.80\|74460;2026-09-01\|106.13\|-3.96\|110.51\|111.00\|103.00\|71836;2026-09-02\|104.20\|-1.82\|105.00\|110.06\|101.00\|65156;2026-09-03\|99.21\|-4.79\|105.81\|107.48\|97.28\|62638;2026-09-04\|95.73\|-3.51\|99.22\|104.32\|94.41\|56683;2026-09-07\|102.81\|7.40\|96.66\|104.84\|96.60\|64926;2026-09-08\|97.15\|-5.51\|101.40\|103.58\|96.66\|51890;2026-09-09\|100.18\|3.12\|97.21\|103.58\|97.21\|61622;2026-09-10\|99.10\|-1.08\|98.01\|104.27\|98.01\|65521;2026-09-11\|97.52\|-1.59\|97.15\|98.60\|91.88\|61244;2026-09-14\|98.28\|0.78\|95.11\|100.27\|92.55\|40611;2026-09-15\|109.60\|11.52\|102.62\|117.94\|101.50\|142903;2026-09-16\|128.00\|16.79\|112.88\|131.44\|108.90\|152458;2026-09-17\|119.85\|-6.37\|128.00\|128.60\|119.55\|109339;2026-09-18\|118.44\|-1.18\|121.00\|122.19\|115.87\|82483;2026-09-21\|123.58\|4.34\|118.00\|126.12\|117.20\|113419;2026-09-22\|119.76\|-3.09\|125.56\|127.89\|119.01\|87396;2026-09-23\|135.35\|13.21\|122.55\|137.00\|121.00\|119663;2026-09-24\|136.68\|0.98\|134.15\|139.84\|127.08\|111651;2026-09-28\|122.52\|-10.36\|135.50\|135.99\|121.30\|81658;2026-09-29\|132.27\|7.96\|120.22\|137.60\|119.21\|82660;2026-09-30\|119.15\|-9.92\|132.87\|132.87\|118.50\|75492;2026-10-08\|114.60\|-3.82\|116.90\|123.99\|113.00\|57520;2026-10-09\|106.70\|-6.89\|113.46\|113.46\|101.50\|78400;2026-10-12\|98.40\|-7.78\|106.16\|106.70\|98.02\|58829;2026-10-13\|100.80\|2.44\|93.34\|102.13\|89.70\|66443;2026-10-14\|107.00\|6.15\|101.09\|112.23\|100.82\|89409;2026-10-15\|107.67\|0.63\|101.66\|110.51\|100.01\|72258;2026-10-16\|100.30\|-6.84\|110.80\|112.90\|99.06\|75785;2026-10-19\|100.54\|0.24\|100.01\|106.88\|93.42\|66149;2026-10-20\|102.63\|2.08\|98.50\|104.99\|95.99\|59898;2026-10-21\|100.11\|-2.46\|104.35\|104.60\|98.30\|58991;2026-10-22\|92.58\|-7.52\|100.24\|100.40\|92.12\|66224;2026-10-23\|92.00\|-0.63\|88.10\|92.88\|81.31\|73813;2026-10-26\|85.84\|-6.70\|90.28\|90.77\|83.86\|62612;2026-10-27\|81.40\|-5.17\|87.00\|88.39\|81.40\|42851;2026-10-28\|90.11\|10.70\|82.88\|92.87\|82.00\|73093;2026-10-29\|81.50\|-9.55\|88.55\|90.00\|81.50\|49106;2026-10-30\|75.44\|-7.44\|77.08\|81.88\|73.77\|53837;2026-11-02\|76.56\|1.48\|76.57\|79.63\|74.20\|46960;2026-11-03\|68.49\|-10.54\|74.65\|76.00\|67.86\|59725;2026-11-04\|76.83\|12.18\|67.88\|77.27\|66.19\|70708;2026-11-05\|76.22\|-0.79\|74.35\|79.25\|73.66\|67614;2026-11-06\|73.01\|-4.21\|69.05\|74.58\|68.60\|50019
130181	山东、广东等地液冷产线满产运行，核心设备CDU订单已排至2026年底	液冷散热+服务器滑轨+精密五金行业原因： 1、据证券日报9月16日报道，《电子信息制造业发展“十五五”规划》提出到2030年规上企业营收突破30万亿元，并部署加快消费电子创新发展。 2、据每日经济新闻9月15日报道，苹果推出首款折叠屏机型并升级端侧AI，折叠结构件、铰链、散热及光学等供应链环节获增量预期。公司原因： 1、据2026年9月15日投资者关系活动记录表，公司服务器滑轨基地已投产，具备高载重、高耐久性工业级服务器滑轨批量生产能力；液冷业务已设立合资公司，液冷板现阶段主要应用于工业储能，并向数据中心、服务器拓展。 2、据2025年9月19日互动易，公司围绕精密五金业务持续扩大市场份额，推进自动化与智能化生产，产品涵盖滑轨、铰链等。 3、据2026年8月27日半年报，公司上半年实现营业收入7.39亿元，同比增长1.78%；归母净利润583.41万元，同比扭亏为盈。	1、公司服务器滑轨基地已投产，具备高载重、高耐久性工业级服务器滑轨批量生产能力；液冷业务已设立合资公司，液冷板现阶段主要应用于工业储能，并向数据中心、服务器拓展； 2、子公司泽宝技术主营消费电子产品，线上通过亚马逊、自营平台、沃尔玛、Ebay、微信小店等第三方平台销售	2026-06-29\|7.20\|-6.61\|7.71\|7.82\|7.17\|160507;2026-06-30\|7.13\|-0.97\|7.18\|7.38\|7.04\|122076;2026-07-01\|7.14\|0.14\|7.12\|7.28\|7.00\|117288;2026-07-02\|7.04\|-1.40\|7.15\|7.45\|6.99\|124306;2026-07-03\|7.00\|-0.57\|7.06\|7.26\|6.97\|101391;2026-07-06\|6.87\|-1.86\|6.96\|7.16\|6.78\|94064;2026-07-07\|6.68\|-2.77\|6.87\|6.98\|6.61\|78607;2026-07-08\|6.51\|-2.54\|6.61\|6.68\|6.42\|74190;2026-07-09\|6.28\|-3.53\|6.46\|6.63\|6.14\|108478;2026-07-10\|6.27\|-0.16\|6.29\|6.49\|6.24\|109943;2026-07-13\|5.75\|-8.29\|6.24\|6.27\|5.74\|96893;2026-07-14\|6.15\|6.96\|5.86\|6.15\|5.75\|172050;2026-07-15\|6.08\|-1.14\|6.16\|6.33\|5.96\|138979;2026-07-16\|6.05\|-0.49\|6.10\|6.23\|5.99\|103653;2026-07-17\|5.92\|-2.15\|6.06\|6.43\|5.88\|226751;2026-07-20\|5.39\|-8.95\|6.00\|6.06\|5.31\|191458;2026-07-21\|5.73\|6.31\|5.37\|5.77\|4.76\|253644;2026-07-22\|5.48\|-4.36\|5.60\|5.96\|5.42\|175952;2026-07-23\|5.98\|9.12\|5.51\|6.00\|5.43\|167065;2026-07-24\|5.68\|-5.02\|5.94\|5.94\|5.62\|126670;2026-07-27\|5.88\|3.52\|5.70\|5.88\|5.58\|92122;2026-07-28\|5.94\|1.02\|5.79\|5.96\|5.73\|93047;2026-07-29\|6.05\|1.85\|5.90\|6.18\|5.77\|185942;2026-07-30\|5.86\|-3.14\|6.04\|6.30\|5.76\|177148;2026-07-31\|6.08\|3.75\|6.05\|6.15\|5.98\|125472;2026-08-03\|6.14\|0.99\|6.08\|6.15\|6.03\|61653;2026-08-04\|6.32\|2.93\|6.21\|6.38\|6.15\|83930;2026-08-05\|6.41\|1.42\|6.25\|6.42\|6.25\|68703;2026-08-06\|6.40\|-0.16\|6.42\|6.48\|6.27\|64759;2026-08-07\|6.39\|-0.16\|6.49\|6.49\|6.24\|55936;2026-08-10\|6.60\|3.29\|6.44\|6.71\|6.32\|99314;2026-08-11\|6.57\|-0.45\|6.60\|6.75\|6.42\|85852;2026-08-12\|6.99\|6.39\|6.55\|7.03\|6.52\|115982;2026-08-13\|7.34\|5.01\|7.12\|7.54\|7.11\|262210;2026-08-14\|6.94\|-5.45\|7.25\|7.49\|6.88\|198276;2026-08-17\|7.10\|2.31\|6.99\|7.13\|6.89\|119089;2026-08-18\|7.12\|0.28\|7.15\|7.24\|7.00\|91342;2026-08-19\|6.60\|-7.30\|7.04\|7.11\|6.50\|107009;2026-08-20\|6.67\|1.06\|6.69\|6.75\|6.61\|56303;2026-08-21\|6.75\|1.20\|6.61\|6.80\|6.50\|63860;2026-08-24\|7.06\|4.59\|6.78\|7.13\|6.71\|143602;2026-08-25\|7.53\|6.66\|7.00\|7.68\|6.85\|176321;2026-08-26\|7.94\|5.44\|7.48\|8.18\|7.48\|198116;2026-08-27\|8.01\|0.88\|7.80\|8.07\|7.70\|176958;2026-08-28\|7.83\|-2.25\|8.00\|8.07\|7.82\|95731;2026-08-31\|8.03\|2.55\|7.82\|8.05\|7.70\|143638;2026-09-01\|7.86\|-2.12\|8.03\|8.12\|7.76\|181248;2026-09-02\|8.09\|2.93\|7.78\|8.13\|7.45\|221219;2026-09-03\|7.89\|-2.47\|8.08\|8.27\|7.82\|141425;2026-09-04\|7.77\|-1.52\|8.02\|8.08\|7.70\|121963;2026-09-07\|7.97\|2.57\|7.81\|8.10\|7.63\|111008;2026-09-08\|8.03\|0.75\|8.01\|8.23\|7.90\|85829;2026-09-09\|7.98\|-0.62\|8.00\|8.10\|7.91\|80972;2026-09-10\|8.06\|1.00\|7.97\|8.24\|7.93\|108993;2026-09-11\|8.10\|0.50\|7.99\|8.22\|7.72\|133524;2026-09-14\|8.25\|1.85\|8.09\|8.41\|7.83\|176390;2026-09-15\|8.35\|1.21\|8.38\|8.50\|7.88\|227656;2026-09-16\|10.02\|20.00\|8.34\|10.02\|8.28\|665470;2026-09-17\|9.89\|-1.30\|9.95\|10.17\|9.36\|631810;2026-09-18\|11.61\|17.39\|10.03\|11.87\|9.91\|640334;2026-09-21\|11.88\|2.33\|11.56\|11.96\|11.27\|485269;2026-09-22\|12.22\|2.86\|12.00\|12.61\|11.83\|373415;2026-09-23\|12.00\|-1.80\|12.36\|12.49\|11.52\|369408;2026-09-24\|11.44\|-4.67\|12.03\|12.03\|11.10\|357506;2026-09-28\|10.41\|-9.00\|11.50\|11.61\|10.23\|307308;2026-09-29\|10.63\|2.11\|10.60\|11.19\|10.42\|332670;2026-09-30\|10.10\|-4.99\|10.65\|10.77\|10.03\|225283;2026-10-08\|9.53\|-5.64\|10.28\|10.43\|9.38\|237215;2026-10-09\|9.35\|-1.89\|9.48\|9.59\|8.70\|229965;2026-10-12\|8.34\|-10.80\|9.36\|9.42\|8.34\|234014;2026-10-13\|8.60\|3.12\|8.18\|8.87\|7.96\|313692;2026-10-14\|8.24\|-4.19\|8.48\|8.55\|8.19\|198753;2026-10-15\|8.08\|-1.94\|8.15\|8.65\|8.04\|250782;2026-10-16\|7.81\|-3.34\|8.28\|8.31\|7.73\|176356;2026-10-19\|7.83\|0.26\|7.85\|7.91\|7.35\|166928;2026-10-20\|7.94\|1.40\|7.78\|8.07\|7.67\|106535;2026-10-21\|7.90\|-0.50\|7.93\|8.05\|7.81\|99615;2026-10-22\|7.54\|-4.56\|7.89\|7.98\|7.51\|108396;2026-10-23\|7.41\|-1.72\|7.49\|7.50\|6.73\|236060;2026-10-26\|7.27\|-1.89\|7.33\|7.43\|7.08\|117351;2026-10-27\|6.98\|-3.99\|7.27\|7.32\|6.97\|86509;2026-10-28\|7.19\|3.01\|6.92\|7.25\|6.92\|83451;2026-10-29\|6.88\|-4.31\|7.19\|7.19\|6.87\|89294;2026-10-30\|6.71\|-2.47\|6.64\|7.25\|6.47\|141609;2026-11-02\|6.82\|1.64\|6.83\|6.86\|6.47\|106918;2026-11-03\|6.67\|-2.20\|6.78\|6.93\|6.61\|81228;2026-11-04\|6.81\|2.10\|6.67\|6.86\|6.37\|138878;2026-11-05\|7.13\|4.70\|6.78\|7.22\|6.74\|137228;2026-11-06\|7.04\|-1.26\|6.75\|7.32\|6.67\|175960
130180	电子布、铜箔及CCL价格持续上行	黑磷+PCB概念+CSR增韧剂+一季报增长行业原因：据央视财经6月21日报道，磷酸铁锂价格翻倍但需求依然旺盛，一包约400公斤的磷酸铁锂价格超25000元，一年前仅10000元。有企业负责人告诉记者，新能源汽车以及储能产品的出口旺盛，成为本轮产品涨价的重要动因。公司原因： 1、据2026年5月21日投资者关系管理信息，公司控股子公司瑞丰玥能黑磷吨级中试装置调试工作已完成，并已小批量投料试验。黑磷是一种二维半导体材料，在新能源电池负极材料、半导体等领域有潜在应用价值。 2、据2026年5月21日及2026年2月24日投资者关系管理信息，公司CSR增韧剂等工程塑料助剂产品可用于覆铜板、PCB板等领域，正与国内部分客户进行技术对接及产品验证，已实现小批量出货。 3、据2026年4月15日公告，公司2026年一季度实现归母净利润2023.54万元，同比增长282.99%。	公司CSR增韧剂产于2025年取得突破，并实现小批量出货，主要用于汽车、覆铜板、风电、封装等领域环氧树脂等树脂材料或复合材料的增韧改性	2026-06-29\|22.24\|-2.28\|23.18\|24.18\|21.34\|533114;2026-06-30\|21.74\|-2.25\|21.70\|22.00\|21.02\|409365;2026-07-01\|22.56\|3.77\|21.62\|23.02\|20.93\|497937;2026-07-02\|20.69\|-8.29\|21.46\|21.95\|20.31\|338999;2026-07-03\|18.55\|-10.34\|20.40\|20.69\|18.50\|357161;2026-07-06\|18.71\|0.86\|18.37\|19.23\|17.56\|268423;2026-07-07\|17.13\|-8.44\|18.49\|18.88\|16.94\|239065;2026-07-08\|16.12\|-5.90\|17.35\|17.37\|16.06\|206822;2026-07-09\|16.11\|-0.06\|16.18\|16.45\|15.36\|198160;2026-07-10\|15.41\|-4.35\|16.11\|16.50\|15.40\|201806;2026-07-13\|14.43\|-6.36\|15.37\|15.79\|14.25\|187925;2026-07-14\|15.05\|4.30\|14.69\|15.22\|14.28\|162407;2026-07-15\|14.63\|-2.79\|15.10\|15.23\|14.50\|120491;2026-07-16\|13.92\|-4.85\|14.50\|14.70\|13.80\|128071;2026-07-17\|13.53\|-2.80\|14.14\|14.31\|13.38\|143301;2026-07-20\|12.45\|-7.98\|13.83\|13.95\|12.10\|176515;2026-07-21\|13.36\|7.31\|12.60\|13.36\|11.32\|194988;2026-07-22\|12.83\|-3.97\|13.26\|13.40\|12.76\|135618;2026-07-23\|13.28\|3.51\|12.88\|13.32\|12.79\|127848;2026-07-24\|13.18\|-0.75\|13.00\|13.42\|12.82\|113247;2026-07-27\|14.37\|9.03\|13.26\|14.45\|13.18\|237605;2026-07-28\|12.84\|-10.65\|13.95\|14.18\|12.75\|296571;2026-07-29\|13.24\|3.12\|13.06\|13.32\|12.57\|189081;2026-07-30\|12.30\|-7.10\|13.10\|13.11\|12.23\|168072;2026-07-31\|12.79\|3.98\|13.03\|13.48\|12.78\|189194;2026-08-03\|12.97\|1.41\|12.86\|13.00\|12.68\|106440;2026-08-04\|13.44\|3.62\|13.12\|13.55\|12.94\|136675;2026-08-05\|14.00\|4.17\|13.65\|14.10\|13.48\|150281;2026-08-06\|14.31\|2.21\|13.84\|14.40\|13.84\|165728;2026-08-07\|14.95\|4.47\|14.40\|15.22\|13.96\|229846;2026-08-10\|14.81\|-0.94\|14.93\|14.98\|14.52\|141009;2026-08-11\|14.64\|-1.15\|14.70\|14.89\|14.55\|117684;2026-08-12\|14.75\|0.75\|14.57\|14.82\|14.57\|89700;2026-08-13\|14.54\|-1.42\|14.76\|15.11\|14.53\|118077;2026-08-14\|16.88\|16.09\|14.95\|17.02\|14.77\|390712;2026-08-17\|16.80\|-0.47\|16.53\|16.87\|16.08\|262048;2026-08-18\|19.38\|15.36\|20.00\|20.16\|18.20\|826593;2026-08-19\|18.81\|-2.94\|19.31\|21.10\|18.56\|764956;2026-08-20\|17.00\|-9.62\|18.66\|19.08\|16.92\|502960;2026-08-21\|16.76\|-1.41\|16.80\|17.18\|16.43\|294955;2026-08-24\|15.98\|-4.65\|16.89\|16.97\|15.67\|245177;2026-08-25\|16.00\|0.13\|15.95\|16.20\|15.28\|211449;2026-08-26\|16.08\|0.50\|16.09\|16.28\|15.53\|200392;2026-08-27\|17.11\|6.41\|16.11\|17.89\|16.11\|339807;2026-08-28\|17.16\|0.29\|17.20\|17.98\|17.08\|257057;2026-08-31\|17.16\|0.00\|16.74\|17.52\|16.60\|271804;2026-09-01\|16.70\|-2.68\|17.23\|17.26\|16.66\|180935;2026-09-02\|16.33\|-2.22\|16.20\|16.70\|16.09\|144724;2026-09-03\|16.13\|-1.22\|16.45\|16.60\|16.04\|116094;2026-09-04\|15.36\|-4.77\|16.21\|16.42\|15.24\|162629;2026-09-07\|15.85\|3.19\|15.58\|15.99\|15.36\|143187;2026-09-08\|16.06\|1.32\|15.84\|16.35\|15.66\|132162;2026-09-09\|16.20\|0.87\|15.98\|16.52\|15.97\|129848;2026-09-10\|16.04\|-0.99\|16.03\|16.39\|15.83\|101993;2026-09-11\|15.72\|-2.00\|15.71\|15.94\|15.10\|129252;2026-09-14\|16.27\|3.50\|15.49\|16.45\|15.31\|132902;2026-09-15\|16.54\|1.66\|16.16\|17.13\|16.03\|183037;2026-09-16\|19.85\|20.01\|16.54\|19.85\|16.37\|555795;2026-09-17\|21.22\|6.90\|19.50\|22.43\|19.41\|762551;2026-09-18\|21.95\|3.44\|22.80\|22.83\|21.01\|544055;2026-09-21\|22.46\|2.32\|22.33\|22.62\|21.73\|375010;2026-09-22\|22.27\|-0.85\|22.70\|22.90\|22.19\|264432;2026-09-23\|24.57\|10.33\|22.59\|24.96\|22.33\|470008;2026-09-24\|23.14\|-5.82\|24.71\|24.80\|23.10\|297067;2026-09-28\|21.47\|-7.22\|23.27\|23.56\|21.36\|281150;2026-09-29\|21.93\|2.14\|21.47\|22.66\|21.02\|334661;2026-09-30\|20.38\|-7.07\|22.01\|22.11\|20.27\|279507;2026-10-08\|20.34\|-0.20\|20.78\|22.49\|20.24\|294961;2026-10-09\|18.85\|-7.33\|19.83\|20.00\|18.06\|294465;2026-10-12\|17.55\|-6.90\|18.48\|18.58\|17.54\|230647;2026-10-13\|18.27\|4.10\|16.82\|18.57\|16.71\|256230;2026-10-14\|18.61\|1.86\|18.13\|19.12\|18.10\|253632;2026-10-15\|17.78\|-4.46\|17.76\|19.20\|17.70\|262230;2026-10-16\|17.10\|-3.82\|18.19\|18.30\|16.95\|223414;2026-10-19\|17.51\|2.40\|17.10\|18.11\|16.21\|229679;2026-10-20\|17.77\|1.48\|17.38\|18.29\|17.06\|194023;2026-10-21\|19.19\|7.99\|17.91\|20.15\|17.62\|402175;2026-10-22\|18.22\|-5.05\|19.48\|20.70\|18.09\|418111;2026-10-23\|17.71\|-2.80\|17.76\|18.24\|16.10\|380602;2026-10-26\|16.45\|-7.11\|17.54\|17.60\|16.30\|244390;2026-10-27\|15.45\|-6.08\|16.68\|16.97\|15.45\|187951;2026-10-28\|16.06\|3.95\|15.67\|16.23\|15.28\|201368;2026-10-29\|14.84\|-7.60\|15.75\|15.89\|14.81\|179018;2026-10-30\|13.52\|-8.89\|13.99\|14.95\|13.27\|271264;2026-11-02\|14.00\|3.55\|13.53\|14.20\|13.32\|205878;2026-11-03\|13.19\|-5.79\|13.74\|14.05\|13.08\|177247;2026-11-04\|14.26\|8.11\|13.13\|14.31\|12.61\|284969;2026-11-05\|14.78\|3.65\|14.03\|14.80\|13.86\|281138;2026-11-06\|14.21\|-3.86\|13.60\|14.53\|13.60\|191568
130179	山东、广东等地液冷产线满产运行，核心设备CDU订单已排至2026年底	液冷泵+民用水泵+控制权变更行业原因： 1、英伟达首席财务官预计，Vera Rubin将在第三财季贡献约20%的数据中心业务营收。 2、浙商证券8月23日研报指出，Q3是液冷行业从试点走向批量交付、业绩集中兑现的关键拐点，英伟达VR200机柜规模化出货为核心驱动。公司原因： 1、据2025年年报，公司主营民用水泵，产品覆盖陆上泵、小型潜水泵、井用潜水泵、循环泵及节能泵，境外营收占比70.94%。 2、据2025年8月8日互动易，公司液冷屏蔽泵MLS系列应用于液冷服务器领域，但目前收入占比较小。 3、据2026年8月12日互动易及2026年8月28日半年报，控制权变更尚需深交所合规确认、股份过户及工商变更登记，诤远行拟合计持有公司24.11%股份。	公司液冷屏蔽泵（MLS系列）已应用于液冷服务器领域	2026-06-29\|24.87\|-2.51\|25.30\|25.73\|24.70\|15781;2026-06-30\|24.93\|0.24\|24.80\|25.32\|24.16\|12980;2026-07-01\|24.78\|-0.60\|24.90\|25.50\|24.60\|15168;2026-07-02\|24.42\|-1.45\|24.80\|25.27\|24.41\|25659;2026-07-03\|26.00\|6.47\|24.39\|26.66\|24.39\|29375;2026-07-06\|26.72\|2.77\|26.15\|27.08\|25.83\|21246;2026-07-07\|27.00\|1.05\|26.73\|28.49\|25.91\|47495;2026-07-08\|25.76\|-4.59\|28.16\|28.36\|25.69\|46598;2026-07-09\|24.76\|-3.88\|25.43\|26.09\|24.25\|36096;2026-07-10\|25.57\|3.56\|24.80\|26.10\|24.32\|33123;2026-07-13\|23.23\|-9.15\|23.22\|24.50\|22.90\|40585;2026-07-14\|23.70\|2.02\|22.95\|24.00\|22.18\|24367;2026-07-15\|24.18\|2.03\|23.55\|24.55\|23.31\|19276;2026-07-16\|23.85\|-1.36\|23.89\|24.42\|23.32\|14586;2026-07-17\|22.45\|-5.87\|23.65\|24.56\|22.40\|20979;2026-07-20\|20.46\|-8.86\|22.46\|23.07\|20.12\|28611;2026-07-21\|20.44\|-0.10\|20.47\|20.87\|18.67\|28818;2026-07-22\|20.01\|-2.10\|20.27\|20.65\|19.84\|16950;2026-07-23\|20.48\|2.35\|20.50\|20.68\|19.93\|15312;2026-07-24\|19.89\|-2.88\|20.54\|20.70\|19.88\|9732;2026-07-27\|20.53\|3.22\|20.01\|20.64\|19.36\|12802;2026-07-28\|20.40\|-0.63\|20.34\|21.34\|20.29\|13700;2026-07-29\|21.81\|6.91\|20.80\|22.13\|20.28\|24671;2026-07-30\|20.27\|-7.06\|21.65\|22.10\|20.27\|18013;2026-07-31\|21.27\|4.93\|20.89\|21.60\|20.82\|12522;2026-08-03\|21.93\|3.10\|21.40\|22.03\|21.10\|10561;2026-08-04\|22.03\|0.46\|22.01\|22.43\|21.49\|17488;2026-08-05\|22.40\|1.68\|22.03\|22.62\|22.01\|18077;2026-08-06\|23.23\|3.71\|22.54\|23.43\|22.26\|17586;2026-08-07\|23.93\|3.01\|23.09\|23.97\|22.64\|16251;2026-08-10\|25.53\|6.69\|23.98\|25.94\|23.81\|33035;2026-08-11\|24.61\|-3.60\|25.29\|25.67\|24.02\|22271;2026-08-12\|25.48\|3.54\|24.18\|25.58\|24.11\|17604;2026-08-13\|24.69\|-3.10\|25.48\|25.79\|24.66\|16395;2026-08-14\|24.75\|0.24\|24.74\|24.99\|24.39\|16419;2026-08-17\|25.42\|2.71\|24.70\|25.45\|24.69\|12061;2026-08-18\|25.02\|-1.57\|25.52\|25.52\|24.81\|10181;2026-08-19\|23.73\|-5.16\|24.85\|24.92\|23.50\|14089;2026-08-20\|24.04\|1.31\|23.87\|24.20\|23.61\|7095;2026-08-21\|24.17\|0.54\|23.70\|24.34\|23.40\|8159;2026-08-24\|23.98\|-0.79\|24.17\|24.74\|23.50\|14965;2026-08-25\|24.64\|2.75\|24.07\|24.77\|23.54\|13189;2026-08-26\|24.33\|-1.26\|24.76\|24.86\|24.21\|9474;2026-08-27\|24.76\|1.77\|24.25\|25.12\|24.00\|14081;2026-08-28\|25.15\|1.58\|24.90\|25.68\|24.84\|19352;2026-08-31\|25.94\|3.14\|25.40\|25.97\|24.70\|18301;2026-09-01\|26.73\|3.05\|26.00\|27.00\|25.68\|26424;2026-09-02\|26.74\|0.04\|26.74\|26.93\|25.80\|21311;2026-09-03\|26.86\|0.45\|26.81\|27.25\|26.30\|22860;2026-09-04\|25.94\|-3.43\|26.89\|27.08\|25.79\|24484;2026-09-07\|25.97\|0.12\|25.81\|26.40\|25.68\|22039;2026-09-08\|26.48\|1.96\|26.42\|26.67\|25.70\|24677;2026-09-09\|26.13\|-1.32\|26.27\|26.81\|25.96\|11763;2026-09-10\|25.19\|-3.60\|26.10\|26.19\|25.10\|20836;2026-09-11\|24.29\|-3.57\|24.98\|25.08\|24.03\|18004;2026-09-14\|24.56\|1.11\|24.29\|24.95\|23.89\|20094;2026-09-15\|23.70\|-3.50\|24.52\|24.73\|23.67\|13548;2026-09-16\|28.44\|20.00\|24.70\|28.44\|23.45\|61734;2026-09-17\|30.11\|5.87\|27.30\|31.47\|27.29\|130203;2026-09-18\|30.85\|2.46\|30.56\|31.44\|29.77\|79928;2026-09-21\|29.24\|-5.22\|30.82\|31.69\|29.24\|102990;2026-09-22\|28.58\|-2.26\|29.58\|29.58\|28.44\|53818;2026-09-23\|29.07\|1.71\|28.44\|29.85\|28.44\|47723;2026-09-24\|28.44\|-2.17\|28.81\|29.50\|28.30\|30214;2026-09-28\|27.69\|-2.64\|28.13\|28.44\|27.32\|26641;2026-09-29\|27.69\|0.00\|27.64\|28.15\|27.30\|19087;2026-09-30\|26.86\|-3.00\|27.70\|27.85\|26.82\|22942;2026-10-08\|26.20\|-2.46\|26.98\|27.34\|26.12\|24570;2026-10-09\|26.33\|0.50\|26.20\|27.24\|24.16\|47864;2026-10-12\|25.49\|-3.19\|26.21\|26.34\|25.39\|31462;2026-10-13\|26.27\|3.06\|25.39\|26.72\|24.10\|38120;2026-10-14\|25.56\|-2.70\|26.27\|26.37\|25.55\|19329;2026-10-15\|24.67\|-3.48\|24.78\|25.95\|24.50\|34589;2026-10-16\|25.32\|2.63\|24.74\|25.68\|24.60\|34255;2026-10-19\|23.49\|-7.23\|25.00\|25.07\|23.39\|35581;2026-10-20\|23.77\|1.19\|23.40\|24.34\|23.27\|34589;2026-10-21\|24.10\|1.39\|23.77\|24.56\|23.75\|20087;2026-10-22\|22.99\|-4.61\|23.96\|24.30\|22.95\|19234;2026-10-23\|22.90\|-0.39\|22.62\|23.18\|21.12\|35651;2026-10-26\|22.81\|-0.39\|23.20\|23.48\|22.60\|27416;2026-10-27\|21.82\|-4.34\|22.93\|23.11\|21.76\|18627;2026-10-28\|23.65\|8.39\|21.97\|24.10\|21.81\|41031;2026-10-29\|22.26\|-5.88\|23.72\|23.98\|22.18\|26596;2026-10-30\|20.74\|-6.83\|21.72\|22.48\|20.41\|33601;2026-11-02\|21.91\|5.64\|20.45\|22.57\|20.13\|36680;2026-11-03\|20.60\|-5.98\|21.70\|21.83\|20.45\|31696;2026-11-04\|21.67\|5.19\|20.60\|21.88\|20.05\|37739;2026-11-05\|21.94\|1.25\|21.60\|22.26\|21.43\|22704;2026-11-06\|21.74\|-0.91\|20.88\|22.05\|20.63\|21080
130178	ASML正在研究在2028年生产超过110 台EUV光刻机	功率半导体+晶圆代工+定增扩产行业原因：工信部、发改委联合印发《电子信息制造业发展“十五五”规划》。规划提出，推动集成电路全链条攻关。发展高性能处理器、高密度存储器、高可靠性模拟和数模混合芯片等高端芯片产品。推动宽禁带半导体产业提质升级，推动氧化镓、金刚石等超宽禁带半导体产业化发展。公司原因： 1、据2026年9月1日投资者关系活动记录表，公司特高压VDMOS已量产，IGBT和700V高压BCD产品核心工艺完成验证，现有设备具备量产能力。 2、据2026年9月1日投资者关系活动记录表，公司拟扩充6英寸功率半导体晶圆代工产能，预计新增6万片月产能，部分设备已进场。 3、据2026年8月12日互动易，公司已布局晶圆原材料、晶圆代工、特种工艺代工及芯片设计等功率半导体产业链核心环节。	公司控股晶圆代工厂广芯微电子自2026年6月起上调代工价格10%-20%，产能及订单饱满；参股硅片企业晶睿电子7月起涨价约15%，处于满产满销状态	2026-06-29\|36.64\|-7.24\|39.48\|40.88\|35.49\|123237;2026-06-30\|38.09\|3.96\|36.73\|38.20\|35.50\|100184;2026-07-01\|36.97\|-2.94\|39.00\|39.98\|36.36\|124566;2026-07-02\|34.93\|-5.52\|35.90\|37.69\|34.80\|103317;2026-07-03\|34.00\|-2.66\|34.94\|35.68\|33.71\|69867;2026-07-06\|35.29\|3.79\|35.10\|38.18\|34.20\|106919;2026-07-07\|34.02\|-3.60\|34.69\|36.24\|33.86\|78320;2026-07-08\|32.36\|-4.88\|34.25\|34.50\|31.60\|65070;2026-07-09\|35.70\|10.32\|32.52\|36.59\|31.81\|91510;2026-07-10\|33.38\|-6.50\|36.01\|41.50\|33.38\|175478;2026-07-13\|30.49\|-8.66\|33.18\|34.33\|30.00\|97425;2026-07-14\|30.31\|-0.59\|30.50\|30.76\|28.60\|78723;2026-07-15\|28.21\|-6.93\|30.20\|30.44\|28.02\|63132;2026-07-16\|27.32\|-3.15\|28.00\|29.20\|26.85\|62811;2026-07-17\|24.19\|-11.46\|27.14\|27.35\|23.91\|69828;2026-07-20\|21.77\|-10.00\|24.34\|24.70\|21.19\|77058;2026-07-21\|23.49\|7.90\|21.98\|23.60\|19.32\|104306;2026-07-22\|23.05\|-1.87\|23.00\|23.99\|22.70\|56468;2026-07-23\|23.35\|1.30\|22.81\|23.65\|22.60\|41582;2026-07-24\|23.08\|-1.16\|22.99\|23.84\|22.58\|42290;2026-07-27\|24.50\|6.15\|23.19\|24.57\|22.45\|51666;2026-07-28\|23.17\|-5.43\|23.98\|24.36\|22.91\|41994;2026-07-29\|24.80\|7.04\|23.16\|24.90\|22.32\|80045;2026-07-30\|22.39\|-9.72\|24.49\|25.11\|21.63\|95641;2026-07-31\|24.19\|8.04\|23.60\|24.79\|23.50\|81649;2026-08-03\|23.00\|-4.92\|24.43\|24.43\|22.70\|50106;2026-08-04\|23.90\|3.91\|23.38\|24.21\|23.29\|49446;2026-08-05\|24.73\|3.47\|24.00\|25.28\|23.90\|51138;2026-08-06\|25.17\|1.78\|24.41\|25.34\|24.22\|63872;2026-08-07\|25.99\|3.26\|25.10\|26.62\|24.50\|63256;2026-08-10\|27.38\|5.35\|26.70\|27.58\|25.99\|79812;2026-08-11\|26.40\|-3.58\|27.24\|27.32\|25.96\|60874;2026-08-12\|27.38\|3.71\|26.43\|27.80\|26.36\|49695;2026-08-13\|26.90\|-1.75\|27.87\|28.13\|26.87\|45846;2026-08-14\|27.61\|2.64\|27.38\|27.63\|26.83\|37032;2026-08-17\|29.21\|5.79\|27.33\|29.24\|26.26\|108416;2026-08-18\|29.59\|1.30\|29.52\|30.18\|27.68\|97339;2026-08-19\|26.87\|-9.19\|28.99\|29.00\|26.58\|68912;2026-08-20\|27.13\|0.97\|27.00\|27.94\|26.31\|61259;2026-08-21\|26.95\|-0.66\|27.09\|28.38\|26.44\|54615;2026-08-24\|25.57\|-5.12\|26.81\|27.08\|24.93\|58691;2026-08-25\|25.86\|1.13\|25.28\|26.13\|24.41\|52630;2026-08-26\|25.67\|-0.73\|25.86\|26.27\|24.85\|34602;2026-08-27\|26.12\|1.75\|25.67\|26.38\|25.50\|31295;2026-08-28\|25.43\|-2.64\|26.01\|26.35\|25.36\|36659;2026-08-31\|25.64\|0.83\|25.01\|25.74\|24.75\|36866;2026-09-01\|24.78\|-3.35\|25.56\|25.61\|24.48\|34770;2026-09-02\|24.61\|-0.69\|24.50\|25.05\|24.14\|36980;2026-09-03\|25.16\|2.23\|24.80\|25.78\|24.63\|37317;2026-09-04\|24.87\|-1.15\|25.29\|25.71\|24.51\|37042;2026-09-07\|25.13\|1.05\|25.12\|25.60\|24.89\|35180;2026-09-08\|24.60\|-2.11\|25.20\|25.39\|24.43\|29193;2026-09-09\|25.92\|5.37\|24.59\|26.66\|24.56\|79871;2026-09-10\|24.91\|-3.90\|25.79\|25.84\|24.63\|62109;2026-09-11\|24.21\|-2.81\|24.52\|24.64\|23.72\|45795;2026-09-14\|24.42\|0.87\|24.05\|24.74\|23.62\|32540;2026-09-15\|24.64\|0.90\|24.30\|25.60\|24.30\|35815;2026-09-16\|29.57\|20.01\|24.66\|29.57\|24.36\|129201;2026-09-17\|28.58\|-3.35\|28.48\|29.90\|28.48\|143703;2026-09-18\|31.72\|10.99\|29.00\|32.16\|29.00\|174046;2026-09-21\|30.19\|-4.82\|31.58\|31.64\|30.07\|104786;2026-09-22\|29.76\|-1.42\|30.61\|30.88\|29.61\|75392;2026-09-23\|30.06\|1.01\|29.90\|30.40\|29.40\|78816;2026-09-24\|29.58\|-1.60\|29.98\|30.30\|29.48\|45177;2026-09-28\|28.30\|-4.33\|29.58\|29.67\|27.80\|62631;2026-09-29\|29.73\|5.05\|28.26\|30.60\|28.08\|85471;2026-09-30\|29.92\|0.64\|29.73\|31.80\|29.69\|100571;2026-10-08\|28.50\|-4.75\|30.13\|30.23\|28.31\|61929;2026-10-09\|27.59\|-3.19\|28.35\|28.42\|26.28\|66667;2026-10-12\|25.71\|-6.81\|27.40\|27.76\|25.68\|59226;2026-10-13\|26.04\|1.28\|24.79\|26.37\|24.33\|51038;2026-10-14\|25.25\|-3.03\|25.78\|26.14\|25.18\|33009;2026-10-15\|24.20\|-4.16\|24.50\|24.96\|24.00\|41750;2026-10-16\|23.58\|-2.56\|24.80\|24.89\|23.35\|40518;2026-10-19\|23.19\|-1.65\|23.19\|23.55\|22.33\|37253;2026-10-20\|24.13\|4.05\|23.16\|24.25\|22.94\|32448;2026-10-21\|24.71\|2.40\|24.35\|25.65\|24.19\|51403;2026-10-22\|23.45\|-5.10\|24.55\|24.92\|23.40\|44777;2026-10-23\|23.98\|2.26\|22.99\|24.13\|21.90\|72025;2026-10-26\|23.60\|-1.58\|23.86\|24.19\|23.28\|32772;2026-10-27\|22.69\|-3.86\|23.80\|25.00\|22.66\|47660;2026-10-28\|23.37\|3.00\|22.92\|23.71\|22.72\|46575;2026-10-29\|21.45\|-8.22\|22.89\|23.02\|21.33\|56526;2026-10-30\|19.92\|-7.13\|20.72\|21.45\|19.91\|52662;2026-11-02\|20.32\|2.01\|20.26\|20.67\|19.31\|67618;2026-11-03\|19.75\|-2.81\|20.29\|20.60\|19.70\|39349;2026-11-04\|20.96\|6.13\|19.57\|21.11\|19.40\|53556;2026-11-05\|22.69\|8.25\|20.50\|23.30\|20.44\|81237;2026-11-06\|21.90\|-3.48\|21.50\|22.72\|21.16\|55508
130177		协议转让+媒体内容安全监测+AI应用行业原因： Anthropic首席执行官呼吁放缓新模型开发，为模型对齐与安全防护留出时间，OpenAI与马斯克附和，AI安全议题升温，带动网络安全概念受关注。公司原因： 1、据2026年9月12日提示性公告，控股股东、实际控制人及其他股东拟协议转让公司14.60%股份，受让方明心泓智拟持股14.60%，公司控制权不变。 2、据2026年8月24日半年度评估报告，公司围绕AI+视听安全打造慧X七大系列，布局多模态识别、AIGC内容甄别及智能审核等产品。 3、据2026年8月24日半年度报告，公司主要提供媒体内容安全监测监管、智慧教育及大屏显示控制等视听信息技术产品与服务，监测监管产品覆盖各级监管机构和播出机构。	1、公司实控人等拟协议转让14.6%股份； 2、公司聚焦传媒安全、智慧教育、智能显控三大业务，已掌握视听大数据采集、 3、公司分析、可视化核心技术，并推出“学道”教育大模型及AIGC数字人方案	2026-06-29\|18.18\|-0.60\|18.05\|19.28\|17.75\|20567;2026-06-30\|18.20\|0.11\|18.13\|18.46\|17.93\|15371;2026-07-01\|18.44\|1.32\|18.19\|18.98\|18.02\|19740;2026-07-02\|18.67\|1.25\|18.84\|19.60\|18.47\|24360;2026-07-03\|18.77\|0.54\|18.67\|19.24\|18.25\|20611;2026-07-06\|18.28\|-2.61\|18.95\|18.95\|17.97\|16392;2026-07-07\|17.51\|-4.21\|18.28\|18.40\|17.38\|16439;2026-07-08\|17.51\|0.00\|17.68\|17.68\|16.97\|10505;2026-07-09\|17.54\|0.17\|17.33\|17.66\|16.85\|14635;2026-07-10\|17.81\|1.54\|17.78\|18.33\|17.19\|12761;2026-07-13\|16.98\|-4.66\|17.81\|17.97\|16.87\|15555;2026-07-14\|17.17\|1.12\|17.29\|17.29\|16.39\|15137;2026-07-15\|17.46\|1.69\|17.13\|17.68\|17.12\|15114;2026-07-16\|17.56\|0.57\|17.36\|17.98\|17.27\|11996;2026-07-17\|17.13\|-2.45\|17.70\|17.80\|16.68\|20076;2026-07-20\|17.85\|4.20\|17.01\|18.54\|17.01\|30522;2026-07-21\|18.12\|1.51\|17.51\|18.32\|16.78\|30536;2026-07-22\|17.86\|-1.43\|18.12\|18.25\|17.64\|19803;2026-07-23\|19.13\|7.11\|17.90\|19.35\|17.32\|34103;2026-07-24\|19.73\|3.14\|18.75\|19.84\|18.75\|37536;2026-07-27\|20.93\|6.08\|19.74\|21.42\|19.35\|37968;2026-07-28\|21.89\|4.59\|20.93\|22.20\|20.40\|34658;2026-07-29\|21.06\|-3.79\|21.92\|22.93\|20.85\|32468;2026-07-30\|21.28\|1.04\|21.34\|22.46\|21.03\|32658;2026-07-31\|22.98\|7.99\|21.07\|23.25\|21.07\|38316;2026-08-03\|22.16\|-3.57\|23.07\|23.13\|21.36\|33500;2026-08-04\|22.79\|2.84\|22.47\|23.05\|22.16\|21286;2026-08-05\|23.06\|1.18\|22.78\|23.40\|22.55\|29781;2026-08-06\|22.80\|-1.13\|22.94\|24.30\|22.19\|41398;2026-08-07\|23.62\|3.60\|22.79\|23.84\|22.30\|37025;2026-08-10\|24.20\|2.46\|23.68\|24.20\|23.00\|26680;2026-08-11\|23.58\|-2.56\|24.08\|24.08\|23.00\|25266;2026-08-12\|23.92\|1.44\|23.50\|24.00\|23.27\|19784;2026-08-13\|23.83\|-0.38\|23.86\|24.42\|23.65\|23545;2026-08-14\|24.90\|4.49\|23.81\|24.99\|23.67\|37337;2026-08-17\|24.20\|-2.81\|24.85\|24.85\|23.26\|29293;2026-08-18\|23.20\|-4.13\|24.00\|24.26\|22.42\|42946;2026-08-19\|21.66\|-6.64\|22.78\|23.39\|21.40\|23147;2026-08-20\|21.70\|0.18\|21.79\|22.18\|21.46\|20771;2026-08-21\|21.91\|0.97\|21.31\|21.98\|21.00\|17660;2026-08-24\|21.20\|-3.24\|21.90\|22.06\|20.97\|29428;2026-08-25\|21.55\|1.65\|21.35\|21.73\|20.95\|15288;2026-08-26\|21.60\|0.23\|21.31\|21.73\|21.20\|15560;2026-08-27\|21.86\|1.20\|21.66\|22.15\|21.43\|21046;2026-08-28\|21.76\|-0.46\|21.62\|22.40\|21.50\|15036;2026-08-31\|22.50\|3.40\|21.44\|22.59\|21.42\|21651;2026-09-01\|23.40\|4.00\|22.40\|23.55\|22.01\|22792;2026-09-02\|22.30\|-4.70\|23.17\|23.28\|22.26\|16878;2026-09-03\|22.10\|-0.90\|22.66\|23.00\|21.95\|13477;2026-09-04\|21.80\|-1.36\|21.88\|22.48\|21.67\|21657;2026-09-07\|21.58\|-1.01\|21.83\|22.26\|21.47\|18550;2026-09-08\|21.52\|-0.28\|21.42\|21.64\|21.25\|16201;2026-09-09\|20.72\|-3.72\|21.49\|21.49\|20.69\|19043;2026-09-10\|20.03\|-3.33\|20.59\|20.78\|19.88\|20997;2026-09-11\|19.02\|-5.04\|19.75\|20.02\|18.60\|34073;2026-09-14\|22.82\|19.98\|22.82\|22.82\|22.82\|14090;2026-09-15\|27.38\|19.98\|27.38\|27.38\|26.38\|125764;2026-09-16\|32.86\|20.01\|28.97\|32.86\|28.60\|226607;2026-09-17\|37.10\|12.90\|34.29\|37.49\|33.40\|190912;2026-09-18\|35.27\|-4.93\|38.35\|38.70\|34.70\|144139;2026-09-21\|33.93\|-3.80\|35.00\|35.20\|31.50\|150764;2026-09-22\|34.74\|2.39\|33.60\|36.46\|32.34\|163449;2026-09-23\|33.50\|-3.57\|34.70\|34.95\|33.01\|122719;2026-09-24\|33.14\|-1.07\|33.13\|34.08\|31.84\|101345;2026-09-28\|30.66\|-7.48\|32.50\|32.64\|28.68\|109351;2026-09-29\|31.04\|1.24\|30.64\|31.80\|29.52\|79754;2026-09-30\|29.95\|-3.51\|31.61\|31.67\|29.20\|83975;2026-10-08\|29.30\|-2.17\|30.00\|30.67\|28.91\|80745;2026-10-09\|31.04\|5.94\|28.95\|31.58\|27.41\|88442;2026-10-12\|37.25\|20.01\|31.35\|37.25\|30.52\|119621;2026-10-13\|42.73\|14.71\|36.62\|44.70\|36.13\|226015;2026-10-14\|37.29\|-12.73\|41.35\|42.35\|37.29\|151383;2026-10-15\|33.75\|-9.49\|38.03\|38.03\|33.61\|119160;2026-10-16\|33.03\|-2.13\|34.40\|34.48\|32.57\|86994;2026-10-19\|30.99\|-6.18\|32.21\|33.74\|30.99\|86335;2026-10-20\|37.19\|20.01\|31.00\|37.19\|30.48\|102788;2026-10-21\|38.81\|4.36\|36.87\|41.57\|36.67\|123496;2026-10-22\|36.95\|-4.79\|40.48\|42.45\|36.50\|124283;2026-10-23\|37.00\|0.14\|36.22\|39.34\|33.56\|109653;2026-10-26\|36.36\|-1.73\|38.10\|40.07\|35.73\|87001;2026-10-27\|36.00\|-0.99\|36.48\|38.41\|34.63\|68043;2026-10-28\|38.84\|7.89\|36.51\|39.87\|35.33\|78952;2026-10-29\|39.55\|1.83\|38.16\|40.03\|37.44\|67289;2026-10-30\|37.00\|-6.45\|36.71\|41.36\|36.37\|80028;2026-11-02\|40.90\|10.54\|36.26\|44.40\|34.61\|175531;2026-11-03\|41.00\|0.24\|39.53\|43.34\|39.03\|124731;2026-11-04\|44.60\|8.78\|40.70\|45.80\|40.51\|117663;2026-11-05\|42.26\|-5.25\|43.82\|50.50\|41.00\|200880;2026-11-06\|37.91\|-10.29\|39.00\|40.80\|36.19\|132708
130176	ASML正在研究在2028年生产超过110 台EUV光刻机	碳化硅设备+12英寸+氮化铝设备行业原因： 1、《电子信息制造业发展“十五五”规划》提出实施电子专用设备攻坚计划，推进电子专用设备、测量仪器整机及配套系统攻关。推进攻关产品的应用推广，多渠道扩大国产电子专用设备和测量仪器使用。 2、高盛研报预计，中国半导体行业资本开支2026至2030年增长10%至15%，AI需求与本土化率提升利好设备环节。公司原因： 1、据2026年8月28日半年报，公司碳化硅单晶炉支持6英寸、8英寸及12英寸碳化硅单晶生长，12英寸设备可用于人工智能算力等高端应用。 2、据2026年8月28日年度报告，公司为国内碳化硅单晶炉主要厂商之一，产品已大批量交付国内碳化硅材料主流厂商，并实现新能源汽车、光伏、工业等领域认证及量产。 3、据2026年8月28日互动易，公司氮化铝长晶设备已交付数家客户，并通过下游客户验证。	公司主要从事晶体生长设备的研产销，向半导体材料厂商及其他材料客户提供半导体级单晶硅炉、碳化硅单晶炉和其他设备等定制化产品	2026-06-29\|83.85\|2.34\|81.97\|85.78\|74.00\|95240;2026-06-30\|88.55\|5.61\|82.28\|89.89\|80.03\|107413;2026-07-01\|82.98\|-6.29\|85.80\|94.30\|81.00\|105152;2026-07-02\|78.24\|-5.71\|77.00\|82.80\|75.08\|69183;2026-07-03\|72.00\|-7.98\|77.35\|79.48\|71.99\|75596;2026-07-06\|68.65\|-4.65\|72.86\|73.24\|67.25\|58536;2026-07-07\|68.59\|-0.09\|68.00\|70.32\|66.80\|56192;2026-07-08\|67.70\|-1.30\|68.59\|71.88\|63.00\|56154;2026-07-09\|72.69\|7.37\|69.90\|73.24\|68.08\|60608;2026-07-10\|66.60\|-8.38\|72.80\|75.00\|66.33\|61617;2026-07-13\|61.66\|-7.42\|64.75\|68.43\|61.28\|56296;2026-07-14\|61.55\|-0.18\|61.65\|63.80\|57.38\|46232;2026-07-15\|58.22\|-5.41\|63.80\|64.25\|57.55\|39092;2026-07-16\|54.37\|-6.61\|57.97\|58.97\|52.84\|43011;2026-07-17\|46.72\|-14.07\|53.87\|55.30\|46.35\|52245;2026-07-20\|42.82\|-8.35\|48.10\|50.65\|41.18\|67866;2026-07-21\|47.28\|10.42\|43.68\|47.88\|36.38\|100958;2026-07-22\|45.50\|-3.76\|46.74\|48.44\|44.68\|76248;2026-07-23\|44.19\|-2.88\|44.59\|47.10\|43.60\|47116;2026-07-24\|43.70\|-1.11\|43.42\|45.51\|42.80\|46934;2026-07-27\|45.30\|3.66\|43.90\|45.39\|41.08\|44239;2026-07-28\|41.84\|-7.64\|45.20\|45.83\|41.45\|40926;2026-07-29\|43.25\|3.37\|42.08\|43.28\|38.17\|64149;2026-07-30\|38.95\|-9.94\|42.69\|43.14\|37.76\|56721;2026-07-31\|40.69\|4.47\|42.00\|43.86\|40.60\|54654;2026-08-03\|38.46\|-5.48\|40.11\|41.19\|38.06\|51747;2026-08-04\|41.30\|7.38\|39.14\|41.65\|37.88\|39723;2026-08-05\|44.82\|8.52\|41.05\|47.30\|41.05\|68847;2026-08-06\|46.52\|3.79\|43.53\|46.90\|43.53\|58555;2026-08-07\|48.94\|5.20\|47.70\|49.86\|45.79\|81298;2026-08-10\|48.80\|-0.29\|50.00\|52.89\|47.11\|67516;2026-08-11\|47.27\|-3.14\|47.00\|49.33\|46.69\|57047;2026-08-12\|49.60\|4.93\|47.01\|50.60\|47.01\|60168;2026-08-13\|51.07\|2.96\|50.12\|55.78\|49.64\|92198;2026-08-14\|50.12\|-1.86\|51.82\|52.50\|49.41\|71351;2026-08-17\|53.73\|7.20\|49.98\|53.94\|49.98\|73772;2026-08-18\|55.54\|3.37\|53.73\|57.20\|53.29\|81914;2026-08-19\|49.74\|-10.44\|54.01\|54.86\|49.10\|81181;2026-08-20\|49.70\|-0.08\|51.25\|51.78\|48.67\|55671;2026-08-21\|49.96\|0.52\|49.36\|52.88\|49.02\|57415;2026-08-24\|48.05\|-3.82\|49.41\|49.89\|46.60\|49025;2026-08-25\|47.80\|-0.52\|46.59\|48.60\|45.04\|48478;2026-08-26\|46.92\|-1.84\|48.00\|48.00\|45.90\|43175;2026-08-27\|50.41\|7.44\|47.29\|50.60\|46.89\|50837;2026-08-28\|47.70\|-5.38\|49.41\|51.20\|47.65\|47665;2026-08-31\|47.31\|-0.82\|46.35\|47.90\|45.42\|53266;2026-09-01\|45.49\|-3.85\|47.63\|47.65\|44.40\|50625;2026-09-02\|44.00\|-3.28\|44.59\|44.81\|43.32\|43117;2026-09-03\|43.16\|-1.91\|44.30\|44.68\|42.40\|52399;2026-09-04\|41.55\|-3.73\|43.47\|44.59\|41.10\|38404;2026-09-07\|43.00\|3.49\|42.31\|43.47\|41.81\|37543;2026-09-08\|41.89\|-2.58\|42.99\|43.50\|41.70\|32312;2026-09-09\|41.68\|-0.50\|42.33\|43.12\|41.20\|23656;2026-09-10\|40.93\|-1.80\|41.60\|41.70\|40.75\|24003;2026-09-11\|39.75\|-2.88\|40.71\|40.87\|38.18\|40099;2026-09-14\|39.86\|0.28\|39.44\|40.24\|38.39\|30518;2026-09-15\|39.82\|-0.10\|39.32\|41.06\|39.32\|28841;2026-09-16\|47.78\|19.99\|39.64\|47.78\|39.39\|85301;2026-09-17\|47.18\|-1.26\|48.90\|50.00\|47.18\|129753;2026-09-18\|48.11\|1.97\|48.83\|49.46\|47.85\|79724;2026-09-21\|48.99\|1.83\|49.13\|49.60\|47.91\|68575;2026-09-22\|48.37\|-1.27\|50.80\|51.50\|48.05\|68103;2026-09-23\|53.18\|9.94\|48.40\|55.70\|48.08\|119265;2026-09-24\|50.64\|-4.78\|52.25\|54.50\|50.50\|77166;2026-09-28\|48.68\|-3.87\|51.04\|53.50\|48.00\|72103;2026-09-29\|48.68\|0.00\|49.20\|49.95\|47.68\|55155;2026-09-30\|46.05\|-5.40\|49.00\|49.45\|45.81\|56129;2026-10-08\|46.27\|0.48\|48.00\|49.95\|45.63\|77758;2026-10-09\|44.06\|-4.78\|44.68\|46.79\|41.22\|73375;2026-10-12\|42.57\|-3.38\|43.72\|43.77\|41.42\|49536;2026-10-13\|42.70\|0.31\|40.68\|43.78\|39.00\|49080;2026-10-14\|40.45\|-5.27\|42.40\|42.78\|40.42\|34220;2026-10-15\|38.62\|-4.52\|38.44\|39.57\|37.63\|48245;2026-10-16\|37.60\|-2.64\|39.91\|39.91\|37.18\|40875;2026-10-19\|37.06\|-1.44\|37.83\|38.48\|35.00\|46912;2026-10-20\|38.15\|2.94\|36.78\|39.29\|36.49\|43289;2026-10-21\|37.58\|-1.49\|38.50\|38.93\|37.28\|36563;2026-10-22\|35.41\|-5.77\|37.50\|37.97\|35.20\|50438;2026-10-23\|35.96\|1.55\|34.03\|36.30\|31.92\|55987;2026-10-26\|34.47\|-4.14\|35.92\|35.97\|34.30\|35142;2026-10-27\|31.22\|-9.43\|34.37\|35.50\|30.90\|51437;2026-10-28\|33.10\|6.02\|31.36\|33.59\|31.14\|44021;2026-10-29\|30.87\|-6.74\|32.80\|32.97\|30.50\|35968;2026-10-30\|28.21\|-8.62\|30.00\|30.84\|28.01\|56378;2026-11-02\|28.94\|2.59\|28.77\|29.45\|27.21\|80588;2026-11-03\|27.04\|-6.57\|28.64\|28.80\|26.68\|55967;2026-11-04\|30.11\|11.35\|27.10\|30.56\|26.26\|76264;2026-11-05\|31.63\|5.05\|28.97\|32.50\|28.97\|92510;2026-11-06\|30.62\|-3.19\|30.03\|31.67\|29.60\|62913
130175	中金称行业2027年高景气度确定性抬升	CPO+拟并购恒扬数据+消费电子行业原因：北美微软、Meta、特斯拉等大厂在最新财报中宣布加大资本开支，国内阿里、字节、腾讯等大厂同步上调，印证AI基础设施需求强劲。公司原因： 1、据2025年11月12日公告，公司拟发行股份及支付现金收购恒扬数据99.8555%股权，恒扬数据主营网络可视化及AI算力集群DPU等产品，交易完成后公司将形成“光+算”一体化解决方案。 2、据2025年12月11日投资者关系活动记录表，公司批量生产MTP/MPO光纤跳线等光通信产品，配合客户MPC方案的相关产品已通过认证，预计2026年中期小批量生产。 3、据2025年12月11日投资者关系活动记录表，公司主营精密电子零部件，光通信产品成长较快，越南基地全面投产，全部达产后产值预计12亿元。	1、控股子公司福可喜玛主营MPO/MT插芯、连接器，主要应用于4G/5G通讯及光模块产品中，应用场景包括数据中心、FTTH及FTTA等； 2、公司拟收购恒扬数据，标的为AI智算中心、云计算数据中心及边缘计算核心基础设施供应商。	2026-06-29\|198.00\|-10.43\|213.73\|218.00\|196.61\|70108;2026-06-30\|208.32\|5.21\|198.00\|211.70\|190.18\|64753;2026-07-01\|200.30\|-3.85\|206.98\|219.55\|198.50\|56311;2026-07-02\|188.85\|-5.72\|192.17\|199.90\|186.01\|51022;2026-07-03\|185.87\|-1.58\|187.22\|193.64\|183.69\|41650;2026-07-06\|186.94\|0.58\|185.00\|199.80\|185.00\|61425;2026-07-07\|182.14\|-2.57\|186.94\|189.00\|177.80\|38967;2026-07-08\|183.40\|0.69\|185.78\|189.69\|175.00\|46445;2026-07-09\|206.22\|12.44\|188.36\|208.70\|183.08\|74601;2026-07-10\|198.70\|-3.65\|206.99\|209.87\|198.01\|54788;2026-07-13\|182.00\|-8.40\|197.71\|201.50\|180.00\|44882;2026-07-14\|188.60\|3.63\|182.01\|190.27\|173.73\|45779;2026-07-15\|178.99\|-5.10\|192.38\|197.68\|177.40\|38798;2026-07-16\|187.54\|4.78\|178.00\|192.20\|167.03\|70273;2026-07-17\|162.08\|-13.58\|184.11\|186.01\|161.25\|60436;2026-07-20\|151.58\|-6.48\|170.25\|171.76\|145.81\|55134;2026-07-21\|157.59\|3.96\|155.00\|158.71\|122.04\|87666;2026-07-22\|150.10\|-4.75\|151.00\|159.99\|148.50\|60016;2026-07-23\|145.70\|-2.93\|151.98\|156.66\|144.00\|48428;2026-07-24\|140.50\|-3.57\|143.39\|147.82\|140.08\|35614;2026-07-27\|149.13\|6.14\|140.50\|149.60\|136.99\|43004;2026-07-28\|136.01\|-8.80\|146.14\|149.59\|134.96\|44975;2026-07-29\|132.23\|-2.78\|136.01\|137.37\|124.88\|54945;2026-07-30\|117.75\|-10.95\|130.99\|132.80\|115.50\|59567;2026-07-31\|124.63\|5.84\|130.58\|135.00\|124.43\|61571;2026-08-03\|126.00\|1.10\|122.00\|129.49\|120.27\|57027;2026-08-04\|136.81\|8.58\|126.56\|139.00\|126.56\|69568;2026-08-05\|141.70\|3.57\|131.78\|143.55\|130.00\|74026;2026-08-06\|145.80\|2.89\|139.99\|147.11\|138.50\|58787;2026-08-07\|152.11\|4.33\|148.63\|153.51\|144.23\|52540;2026-08-10\|158.19\|4.00\|155.00\|168.08\|152.50\|77399;2026-08-11\|153.11\|-3.21\|155.13\|160.30\|151.55\|52450;2026-08-12\|170.04\|11.06\|153.66\|183.73\|151.10\|137712;2026-08-13\|168.04\|-1.18\|173.60\|179.90\|167.90\|101685;2026-08-14\|175.50\|4.44\|171.40\|178.40\|167.21\|61265;2026-08-17\|182.48\|3.98\|179.00\|184.98\|175.39\|80889;2026-08-18\|183.00\|0.28\|181.01\|185.00\|175.47\|59352;2026-08-19\|163.50\|-10.66\|175.91\|177.99\|161.74\|71551;2026-08-20\|175.00\|7.03\|166.13\|176.00\|161.11\|58388;2026-08-21\|173.10\|-1.09\|171.00\|183.60\|168.01\|59078;2026-08-24\|168.00\|-2.95\|174.53\|174.99\|163.50\|42165;2026-08-25\|171.61\|2.15\|165.00\|172.88\|162.66\|36125;2026-08-26\|167.00\|-2.69\|176.01\|177.62\|160.22\|53718;2026-08-27\|178.28\|6.75\|170.35\|183.43\|166.16\|75837;2026-08-28\|174.25\|-2.26\|177.10\|183.53\|174.01\|55403;2026-08-31\|178.90\|2.67\|170.02\|180.28\|170.00\|42587;2026-09-01\|170.40\|-4.75\|178.92\|179.10\|168.80\|44430;2026-09-02\|170.95\|0.32\|167.00\|174.77\|166.00\|38896;2026-09-03\|181.88\|6.39\|172.00\|184.00\|165.68\|91310;2026-09-04\|171.68\|-5.61\|181.91\|189.30\|170.02\|78137;2026-09-07\|197.00\|14.75\|178.00\|197.50\|176.20\|119960;2026-09-08\|188.88\|-4.12\|196.68\|196.99\|187.20\|77721;2026-09-09\|195.55\|3.53\|196.95\|201.90\|190.80\|96587;2026-09-10\|193.29\|-1.16\|195.33\|197.76\|190.33\|51625;2026-09-11\|182.30\|-5.69\|188.67\|199.67\|176.58\|87483;2026-09-14\|180.40\|-1.04\|174.90\|186.88\|172.02\|47710;2026-09-15\|178.62\|-0.99\|179.74\|184.99\|177.70\|35939;2026-09-16\|214.34\|20.00\|181.10\|214.34\|180.38\|124766;2026-09-17\|216.15\|0.84\|218.41\|221.99\|214.51\|115542;2026-09-18\|214.11\|-0.94\|217.14\|218.31\|210.01\|76700;2026-09-21\|219.28\|2.41\|218.40\|223.69\|212.60\|78189;2026-09-22\|218.87\|-0.19\|220.67\|222.00\|217.21\|61260;2026-09-23\|218.30\|-0.26\|221.80\|224.18\|217.17\|50139;2026-09-24\|206.00\|-5.63\|220.48\|221.58\|206.00\|58900;2026-09-28\|182.00\|-11.65\|204.00\|204.82\|180.50\|67856;2026-09-29\|189.90\|4.34\|182.08\|192.50\|178.07\|53688;2026-09-30\|190.73\|0.44\|193.70\|196.38\|188.42\|37939;2026-10-08\|209.86\|10.03\|218.00\|222.88\|202.22\|117055;2026-10-09\|222.00\|5.78\|213.01\|228.00\|206.00\|119585;2026-10-12\|211.09\|-4.91\|211.14\|222.53\|204.04\|74149;2026-10-13\|221.00\|4.69\|202.40\|226.88\|198.81\|103733;2026-10-14\|211.02\|-4.52\|218.02\|223.00\|210.00\|62573;2026-10-15\|194.37\|-7.89\|202.98\|213.00\|191.55\|75912;2026-10-16\|188.00\|-3.28\|197.00\|199.80\|185.60\|61204;2026-10-19\|182.10\|-3.14\|186.51\|189.00\|170.10\|59810;2026-10-20\|179.06\|-1.67\|182.15\|186.66\|173.00\|44251;2026-10-21\|209.72\|17.12\|182.03\|214.87\|182.03\|113765;2026-10-22\|194.99\|-7.02\|207.38\|209.40\|191.68\|84870;2026-10-23\|187.90\|-3.64\|195.01\|197.10\|170.00\|90413;2026-10-26\|171.06\|-8.96\|179.00\|180.00\|162.84\|75250;2026-10-27\|175.55\|2.62\|176.38\|191.70\|175.00\|73775;2026-10-28\|179.90\|2.48\|184.00\|184.90\|174.20\|71164;2026-10-29\|155.16\|-13.75\|175.09\|176.00\|155.10\|75278;2026-10-30\|145.00\|-6.55\|146.45\|158.00\|141.00\|60893;2026-11-02\|142.55\|-1.69\|146.51\|147.00\|139.00\|46855;2026-11-03\|124.47\|-12.68\|137.56\|138.76\|123.46\|61466;2026-11-04\|137.78\|10.69\|123.81\|138.24\|120.00\|70984;2026-11-05\|135.82\|-1.42\|130.05\|143.00\|130.05\|61163;2026-11-06\|126.00\|-7.23\|123.91\|130.68\|118.00\|56819
130174	电子布、铜箔及CCL价格持续上行	涨停揭秘：英伟达GTC大会将于2026年3月16日召开，公司PCB产品应用于服务器电源、光模块及AI交换机，受益于AI算力基建加速带来的高频高速PCB增量需求；涨停缘由：AI服务器渗透率快速提升；高频高速PCB技术门槛高；公司已通过多家头部服务器厂商认证；800G光模块PCB订单持续放量；资金逻辑：PCB板块资金向AI硬件链集中；公司2025年通讯类PCB营收同比增长超50%；融资余额连续三周上升，游资与机构共同参与；风险提示：GTC大会成果存在预期差风险，服务器厂商库存去化进度影响订单节奏，铜箔等原材料价格波动剧烈，行业扩产加剧价格竞争	公司主营印制电路板，以“AI数据中心电源、新一代通讯、新能源、汽车电子”为产品导向，将DC/DC高端电源PCB作为优先发展的核心方向，已获头部电源厂商批量级订单	2026-06-29\|50.68\|-4.20\|52.89\|55.15\|48.98\|83435;2026-06-30\|53.28\|5.13\|51.08\|53.41\|50.00\|60467;2026-07-01\|51.75\|-2.87\|53.29\|54.95\|51.03\|60456;2026-07-02\|47.79\|-7.65\|50.59\|51.78\|47.41\|69123;2026-07-03\|46.15\|-3.43\|47.65\|48.46\|46.11\|48242;2026-07-06\|42.31\|-8.32\|46.16\|46.39\|41.87\|67834;2026-07-07\|50.77\|20.00\|50.77\|50.77\|50.77\|42328;2026-07-08\|60.92\|19.99\|59.23\|60.92\|58.83\|223803;2026-07-09\|58.01\|-4.78\|57.00\|60.92\|54.51\|262858;2026-07-10\|51.95\|-10.45\|57.79\|57.79\|51.95\|176320;2026-07-13\|46.41\|-10.66\|49.88\|51.38\|45.53\|130264;2026-07-14\|48.32\|4.12\|46.08\|48.88\|44.87\|94312;2026-07-15\|44.32\|-8.28\|48.60\|49.30\|44.00\|79242;2026-07-16\|40.82\|-7.90\|43.51\|44.98\|40.32\|70799;2026-07-17\|35.11\|-13.99\|40.08\|40.55\|34.59\|93762;2026-07-20\|31.80\|-9.43\|36.29\|36.75\|31.09\|101954;2026-07-21\|34.19\|7.52\|31.99\|34.41\|28.16\|90835;2026-07-22\|33.04\|-3.36\|33.27\|34.59\|32.86\|67232;2026-07-23\|32.17\|-2.63\|33.17\|34.08\|31.80\|57724;2026-07-24\|30.80\|-4.26\|31.51\|32.31\|30.72\|43636;2026-07-27\|32.30\|4.87\|30.80\|32.39\|30.54\|56178;2026-07-28\|29.79\|-7.77\|31.85\|32.22\|29.63\|50014;2026-07-29\|29.26\|-1.78\|29.70\|30.14\|27.53\|72078;2026-07-30\|26.63\|-8.99\|28.89\|29.15\|26.57\|68349;2026-07-31\|28.16\|5.75\|30.00\|30.05\|28.11\|86533;2026-08-03\|28.15\|-0.04\|28.40\|29.25\|27.75\|57182;2026-08-04\|30.90\|9.77\|28.79\|31.14\|28.15\|73674;2026-08-05\|33.19\|7.41\|30.63\|33.20\|30.05\|74291;2026-08-06\|39.83\|20.01\|32.53\|39.83\|32.15\|134254;2026-08-07\|46.58\|16.95\|41.51\|47.14\|40.00\|239342;2026-08-10\|42.89\|-7.92\|46.05\|47.36\|41.90\|194551;2026-08-11\|42.60\|-0.68\|41.23\|44.28\|40.88\|122670;2026-08-12\|43.67\|2.51\|42.44\|43.99\|42.00\|108674;2026-08-13\|43.58\|-0.21\|44.20\|44.87\|43.25\|96354;2026-08-14\|46.32\|6.29\|43.60\|46.87\|43.60\|112264;2026-08-17\|47.41\|2.35\|45.86\|47.69\|45.80\|100538;2026-08-18\|48.60\|2.51\|47.40\|48.66\|46.50\|100192;2026-08-19\|49.29\|1.42\|46.88\|51.96\|46.80\|153864;2026-08-20\|48.42\|-1.77\|49.27\|50.17\|47.53\|113940;2026-08-21\|47.75\|-1.38\|48.99\|49.18\|46.00\|71328;2026-08-24\|47.91\|0.34\|48.74\|49.50\|46.54\|81369;2026-08-25\|46.96\|-1.98\|47.27\|47.64\|45.72\|63104;2026-08-26\|47.10\|0.30\|47.10\|47.53\|45.00\|55978;2026-08-27\|49.06\|4.16\|47.58\|49.55\|46.54\|70408;2026-08-28\|49.59\|1.08\|49.50\|51.20\|48.45\|83482;2026-08-31\|55.60\|12.12\|49.00\|56.12\|48.40\|117801;2026-09-01\|54.06\|-2.77\|55.00\|56.50\|53.10\|86815;2026-09-02\|55.23\|2.16\|52.99\|56.20\|52.60\|76730;2026-09-03\|55.45\|0.40\|55.87\|56.50\|54.01\|73699;2026-09-04\|53.68\|-3.19\|55.65\|56.65\|53.15\|66441;2026-09-07\|55.64\|3.65\|54.18\|56.15\|53.00\|66442;2026-09-08\|56.10\|0.83\|55.78\|57.25\|54.95\|59569;2026-09-09\|56.98\|1.57\|56.40\|58.95\|56.01\|57567;2026-09-10\|59.75\|4.86\|56.56\|61.20\|55.61\|88654;2026-09-11\|59.00\|-1.26\|58.78\|59.98\|55.83\|85729;2026-09-14\|65.66\|11.29\|58.00\|66.98\|56.80\|144545;2026-09-15\|68.15\|3.79\|65.88\|69.15\|64.53\|123391;2026-09-16\|81.78\|20.00\|69.51\|81.78\|69.00\|152714;2026-09-17\|75.32\|-7.90\|83.21\|84.50\|74.56\|229036;2026-09-18\|77.08\|2.34\|75.04\|78.00\|75.04\|142770;2026-09-21\|80.78\|4.80\|77.74\|81.77\|77.03\|130914;2026-09-22\|86.00\|6.46\|82.00\|88.88\|81.18\|138987;2026-09-23\|90.80\|5.58\|87.30\|92.80\|85.57\|122719;2026-09-24\|88.78\|-2.22\|93.04\|95.96\|88.70\|148399;2026-09-28\|82.68\|-6.87\|90.00\|91.00\|82.27\|125188;2026-09-29\|87.37\|5.67\|83.11\|88.58\|82.00\|153421;2026-09-30\|81.10\|-7.18\|87.38\|87.80\|80.84\|117783;2026-10-08\|78.75\|-2.90\|80.01\|82.85\|78.12\|96189;2026-10-09\|74.90\|-4.89\|79.55\|79.94\|71.00\|106996;2026-10-12\|73.75\|-1.54\|74.24\|78.20\|73.57\|97588;2026-10-13\|75.32\|2.13\|70.03\|77.40\|69.20\|116842;2026-10-14\|80.15\|6.41\|74.71\|85.90\|74.06\|163364;2026-10-15\|82.72\|3.21\|77.25\|84.92\|75.21\|190018;2026-10-16\|75.51\|-8.72\|81.90\|82.65\|73.78\|194542;2026-10-19\|75.19\|-0.42\|72.00\|77.33\|70.00\|147076;2026-10-20\|75.11\|-0.11\|74.88\|77.65\|72.77\|118811;2026-10-21\|72.22\|-3.85\|75.99\|76.89\|71.00\|108252;2026-10-22\|64.88\|-10.16\|71.83\|72.40\|64.33\|160518;2026-10-23\|64.00\|-1.36\|62.86\|64.40\|58.00\|131214;2026-10-26\|58.12\|-9.19\|62.25\|62.40\|57.50\|105913;2026-10-27\|53.46\|-8.02\|59.07\|59.49\|53.24\|90398;2026-10-28\|55.63\|4.06\|55.14\|57.66\|54.44\|113014;2026-10-29\|51.01\|-8.30\|55.60\|56.27\|50.88\|91891;2026-10-30\|49.63\|-2.71\|48.99\|54.80\|46.63\|124646;2026-11-02\|53.86\|8.52\|51.01\|54.45\|49.26\|144512;2026-11-03\|49.61\|-7.89\|51.83\|53.69\|49.53\|105181;2026-11-04\|53.26\|7.36\|50.30\|54.02\|47.24\|142010;2026-11-05\|52.36\|-1.69\|50.26\|53.79\|49.52\|124380;2026-11-06\|49.12\|-6.19\|48.00\|50.97\|45.92\|114904
130173	ASML正在研究在2028年生产超过110 台EUV光刻机	半导体硅片+硅片涨价预期+拟收购晶隆半导体行业原因：据证券时报6月26日报道，全球半导体硅片巨头信越化学、SUMCO、环球晶圆年内已启动两轮涨价，其中AI/HPC用高端硅片涨幅达18%-22%。国内已有硅片厂商跟随调价，个别厂商全品类外延片产品上调幅度达15%。公司原因： 1、据2026年6月10日公告，公司拟通过公开摘牌方式参与收购安徽晶隆半导体科技有限公司60%股权，标的公司已完成8英寸硅外延片试生产并获客户验证，收购后可形成衬底到外延的一站式解决方案；据2026年6月26日公告，该收购议案已获股东大会通过。 2、据2026年6月1日机构调研，公司目前订单饱满，产能稼动率持续保持高位，当前市场对半导体硅片价格上涨的预期较强，公司将在订单商洽中积极争取更有利的价格空间。 3、据2026年3月27日年报及2026年6月1日机构调研，公司深耕8英寸抛光及外延硅片，下游功率半导体订单饱满，8英寸硅片产销量创历史新高；预计2026年第二季度末8英寸硅片产能将达到30万片/月。	国内半导体材料龙头企业；公司通过公开摘牌方式收购安徽晶隆半导体60%股权，标的公司已完成8英寸硅外延片试生产并获客户验证，收购后可形成衬底到外延的一站式解决方案	2026-06-29\|37.08\|20.00\|32.50\|37.08\|31.53\|944736;2026-06-30\|39.97\|7.79\|38.50\|41.21\|37.00\|961205;2026-07-01\|45.80\|14.59\|39.00\|46.30\|38.52\|845185;2026-07-02\|45.91\|0.24\|41.33\|48.79\|37.50\|857264;2026-07-03\|42.19\|-8.10\|44.50\|45.77\|39.01\|828298;2026-07-06\|38.45\|-8.86\|42.70\|43.42\|37.57\|651333;2026-07-07\|46.14\|20.00\|38.98\|46.14\|38.13\|765660;2026-07-08\|44.81\|-2.88\|47.86\|50.10\|44.30\|894276;2026-07-09\|53.77\|20.00\|45.93\|53.77\|44.82\|844235;2026-07-10\|56.60\|5.26\|52.31\|60.78\|50.02\|835425;2026-07-13\|49.10\|-13.25\|51.50\|55.41\|46.71\|656869;2026-07-14\|48.38\|-1.47\|49.00\|49.00\|41.11\|594041;2026-07-15\|41.46\|-14.30\|47.18\|47.37\|41.46\|455586;2026-07-16\|36.96\|-10.85\|39.65\|41.37\|36.60\|470869;2026-07-17\|38.88\|5.19\|36.50\|40.99\|34.10\|620113;2026-07-20\|42.27\|8.72\|40.00\|44.44\|38.91\|636224;2026-07-21\|46.51\|10.03\|40.30\|47.16\|33.82\|766787;2026-07-22\|43.31\|-6.88\|43.33\|46.32\|43.00\|599964;2026-07-23\|40.85\|-5.68\|43.33\|44.35\|39.30\|457884;2026-07-24\|36.82\|-9.87\|40.00\|40.98\|36.80\|543961;2026-07-27\|39.99\|8.61\|35.00\|40.93\|35.00\|589780;2026-07-28\|39.99\|0.00\|38.59\|42.42\|38.50\|619672;2026-07-29\|36.07\|-9.80\|39.02\|39.66\|34.30\|645512;2026-07-30\|28.88\|-19.93\|35.66\|36.30\|28.86\|709429;2026-07-31\|29.18\|1.04\|32.00\|32.80\|29.01\|660506;2026-08-03\|26.68\|-8.57\|28.59\|29.04\|26.05\|567736;2026-08-04\|28.03\|5.06\|26.91\|28.51\|26.16\|499446;2026-08-05\|32.97\|17.62\|27.95\|33.64\|27.73\|839486;2026-08-06\|37.85\|14.80\|31.35\|38.70\|31.35\|943549;2026-08-07\|38.93\|2.85\|37.86\|39.50\|37.11\|861449;2026-08-10\|41.74\|7.22\|39.18\|42.95\|38.75\|792712;2026-08-11\|40.20\|-3.69\|40.32\|43.23\|39.50\|773282;2026-08-12\|40.70\|1.24\|40.54\|41.27\|39.50\|564921;2026-08-13\|39.37\|-3.27\|41.79\|43.00\|39.03\|671411;2026-08-14\|41.00\|4.14\|40.50\|41.87\|39.68\|635777;2026-08-17\|43.62\|6.39\|41.06\|45.00\|40.23\|759753;2026-08-18\|49.48\|13.43\|43.62\|49.90\|43.62\|893592;2026-08-19\|48.03\|-2.93\|46.00\|50.91\|45.55\|919185;2026-08-20\|44.98\|-6.35\|49.10\|49.18\|43.00\|713697;2026-08-21\|44.20\|-1.73\|44.98\|45.75\|43.37\|485077;2026-08-24\|48.29\|9.25\|44.00\|48.50\|42.35\|682216;2026-08-25\|45.22\|-6.36\|46.07\|46.93\|43.92\|552525;2026-08-26\|41.91\|-7.32\|45.00\|45.40\|41.81\|536679;2026-08-27\|45.99\|9.74\|41.99\|47.98\|41.93\|669748;2026-08-28\|45.22\|-1.67\|45.33\|46.68\|43.88\|645596;2026-09-14\|46.15\|2.06\|43.00\|52.87\|37.66\|790622;2026-09-15\|45.05\|-2.38\|45.19\|47.60\|42.83\|578797;2026-09-16\|54.06\|20.00\|44.55\|54.06\|44.55\|768442;2026-09-17\|55.00\|1.74\|57.00\|60.59\|53.69\|1019304;2026-09-18\|56.82\|3.31\|56.88\|57.95\|53.40\|824460;2026-09-21\|54.59\|-3.92\|56.97\|57.96\|53.61\|667199;2026-09-22\|52.56\|-3.72\|54.99\|55.73\|52.08\|576783;2026-09-23\|55.00\|4.64\|52.71\|55.84\|52.12\|649624;2026-09-24\|55.13\|0.24\|54.00\|58.93\|53.55\|704750;2026-09-28\|53.15\|-3.59\|54.00\|57.50\|52.50\|583610;2026-09-29\|49.16\|-7.51\|51.91\|52.60\|48.15\|560911;2026-09-30\|47.09\|-4.21\|49.90\|49.98\|47.02\|417840;2026-10-08\|44.93\|-4.59\|47.35\|48.00\|44.62\|354635;2026-10-09\|45.63\|1.56\|44.53\|46.88\|42.16\|575337;2026-10-12\|40.91\|-10.34\|44.17\|44.51\|40.30\|483379;2026-10-13\|40.71\|-0.49\|39.17\|41.73\|38.23\|386661;2026-10-14\|38.60\|-5.18\|40.56\|41.50\|38.50\|301918;2026-10-15\|36.98\|-4.20\|37.15\|37.99\|36.31\|340225;2026-10-16\|35.67\|-3.54\|37.97\|38.29\|35.16\|305387;2026-10-19\|36.70\|2.89\|36.30\|37.78\|35.05\|377374;2026-10-20\|38.20\|4.09\|36.63\|40.30\|36.08\|478693;2026-10-21\|37.14\|-2.77\|38.38\|38.99\|36.88\|341140;2026-10-22\|35.04\|-5.65\|37.50\|38.45\|35.04\|385744;2026-10-23\|36.09\|3.00\|34.20\|36.53\|32.85\|439734;2026-10-26\|33.58\|-6.95\|35.20\|35.40\|33.50\|301345;2026-10-27\|31.63\|-5.81\|34.59\|34.99\|31.51\|302646;2026-10-28\|33.21\|5.00\|32.78\|33.63\|31.97\|320672;2026-10-29\|30.93\|-6.87\|33.70\|34.48\|30.82\|336013;2026-10-30\|28.84\|-6.76\|29.70\|31.14\|28.81\|298437;2026-11-02\|30.73\|6.55\|29.50\|31.77\|28.98\|404933;2026-11-03\|28.60\|-6.93\|30.26\|30.73\|28.49\|288941;2026-11-04\|32.45\|13.46\|29.00\|32.50\|28.16\|519448;2026-11-05\|34.25\|5.55\|30.90\|35.20\|30.70\|652497;2026-11-06\|33.90\|-1.02\|32.32\|35.55\|32.09\|470917
130040	电子布、铜箔及CCL价格持续上行	钨矿增储+PCB钻针棒扩产+西南研发中心行业原因： 1、中钨在线最新数据显示，截至2月9日，65%黑钨精矿价格报68.5万元/标吨，较年初涨48.9%。仲钨酸铵（APT）价格报100万元/吨，较年初涨49.3%。 2、江海证券研报认为，需求端的快速增长是推动钨粉价格上行的核心动力。在新能源、光伏等高景气赛道加速扩张的背景下，钨作为关键功能性材料的战略价值不断提升。公司原因： 1、据2026年2月10日公告，子公司株洲硬质合金集团有限公司拟1.45亿元投建PCB钻针棒3000万支/年项目，建设期12个月，巩固PCB刀具全产业链龙头地位。 2、据2026年1月21日公告，柿竹园矿区新增钨金属量9.17万吨，公司钨资源保有量升至约68万吨。 3、据2026年2月11日公告，董事会同意在成都建设西南研发中心，总投资9929.8万元，建设期18个月。	公司旗下子公司金洲公司是PCB微钻领域龙头，具备极小径钻头精磨等核心技术	2026-06-29\|95.57\|-3.96\|98.00\|101.50\|91.68\|1015100;2026-06-30\|95.72\|0.16\|94.00\|97.30\|92.52\|775556;2026-07-01\|95.94\|0.23\|98.61\|101.33\|94.41\|758931;2026-07-02\|97.03\|1.14\|91.00\|101.50\|90.68\|1054773;2026-07-03\|89.63\|-7.63\|95.00\|96.53\|87.88\|979989;2026-07-06\|80.46\|-10.00\|89.76\|90.58\|80.46\|1088862;2026-07-07\|76.84\|-4.50\|80.13\|80.80\|75.41\|753162;2026-07-08\|73.95\|-3.76\|77.61\|78.79\|72.98\|611139;2026-07-09\|75.99\|2.76\|75.00\|76.46\|71.06\|672849;2026-07-10\|74.71\|-1.68\|75.99\|80.11\|74.60\|783606;2026-07-13\|69.36\|-7.16\|74.23\|76.00\|68.70\|678675;2026-07-14\|74.79\|7.83\|69.50\|75.25\|69.01\|735656;2026-07-15\|69.80\|-6.67\|76.00\|76.50\|69.55\|665468;2026-07-16\|67.25\|-3.65\|68.55\|70.63\|66.37\|511126;2026-07-17\|60.76\|-9.65\|67.51\|67.93\|60.53\|670218;2026-07-20\|56.04\|-7.77\|63.79\|64.00\|54.68\|752864;2026-07-21\|60.44\|7.85\|57.49\|60.69\|50.82\|930477;2026-07-22\|58.11\|-3.86\|59.79\|62.60\|57.19\|738402;2026-07-23\|57.75\|-0.62\|58.80\|59.40\|56.90\|486557;2026-07-24\|55.51\|-3.88\|56.49\|58.50\|55.30\|435458;2026-07-27\|58.99\|6.27\|56.34\|58.99\|54.43\|541219;2026-07-28\|53.98\|-8.49\|57.78\|58.78\|53.48\|610038;2026-07-29\|52.54\|-2.67\|53.68\|54.55\|50.61\|614815;2026-07-30\|48.40\|-7.88\|52.57\|53.58\|47.47\|677262;2026-07-31\|49.51\|2.29\|51.88\|52.98\|49.51\|650854;2026-08-03\|47.99\|-3.07\|49.59\|50.24\|47.66\|486367;2026-08-04\|52.21\|8.79\|48.61\|52.79\|48.12\|809797;2026-08-05\|57.43\|10.00\|52.01\|57.43\|52.01\|828989;2026-08-06\|62.50\|8.83\|61.45\|63.17\|59.47\|1715016;2026-08-07\|67.01\|7.22\|62.47\|67.99\|62.30\|1529225;2026-08-10\|72.80\|8.64\|69.00\|73.68\|66.38\|1595134;2026-08-11\|68.15\|-6.39\|69.02\|70.70\|67.72\|1272998;2026-08-12\|70.43\|3.35\|68.00\|71.88\|66.70\|1095416;2026-08-13\|66.70\|-5.30\|71.59\|72.00\|66.68\|1197480;2026-08-14\|68.29\|2.38\|66.89\|68.98\|66.25\|793836;2026-08-17\|70.49\|3.22\|68.60\|70.55\|68.20\|802215;2026-08-18\|72.94\|3.48\|72.01\|75.50\|71.11\|1184806;2026-08-19\|66.16\|-9.30\|68.80\|70.60\|65.68\|1048449;2026-08-20\|64.45\|-2.58\|68.00\|68.24\|63.58\|843824;2026-08-21\|68.14\|5.73\|64.51\|68.60\|63.91\|835712;2026-08-24\|66.76\|-2.03\|69.00\|69.58\|64.80\|896396;2026-08-25\|63.81\|-4.42\|65.70\|65.86\|62.00\|788191;2026-08-26\|63.01\|-1.25\|63.83\|64.78\|62.61\|599756;2026-08-27\|67.54\|7.19\|62.64\|67.96\|62.64\|882610;2026-08-28\|66.76\|-1.15\|67.90\|69.40\|66.35\|840195;2026-08-31\|65.80\|-1.44\|64.80\|65.98\|63.37\|666156;2026-09-01\|62.33\|-5.27\|65.78\|65.79\|62.28\|614949;2026-09-02\|59.77\|-4.11\|60.47\|61.00\|59.30\|555464;2026-09-03\|60.02\|0.42\|60.63\|60.89\|59.24\|401937;2026-09-04\|57.64\|-3.97\|60.61\|61.22\|57.08\|567253;2026-09-07\|60.00\|4.09\|58.00\|60.28\|57.46\|554320;2026-09-08\|59.86\|-0.23\|60.01\|61.60\|59.50\|454546;2026-09-09\|60.50\|1.07\|61.02\|61.63\|59.62\|491358;2026-09-10\|59.42\|-1.79\|59.22\|60.25\|58.65\|285276;2026-09-11\|58.52\|-1.51\|57.83\|59.00\|56.30\|488451;2026-09-14\|59.17\|1.11\|57.99\|59.59\|56.93\|373537;2026-09-15\|62.23\|5.17\|60.58\|63.56\|60.57\|987478;2026-09-16\|62.04\|-0.31\|60.78\|62.75\|59.70\|791821;2026-09-17\|60.90\|-1.84\|61.99\|63.37\|60.27\|662067;2026-09-18\|61.76\|1.41\|61.86\|62.48\|60.31\|611256;2026-09-21\|60.49\|-2.06\|61.29\|61.71\|59.62\|758634;2026-09-22\|60.26\|-0.38\|61.00\|62.46\|59.91\|737883;2026-09-23\|59.16\|-1.83\|60.26\|60.26\|58.71\|447906;2026-09-24\|57.18\|-3.35\|58.62\|59.06\|57.00\|361602;2026-09-28\|53.25\|-6.87\|57.00\|57.00\|53.00\|469254;2026-09-29\|53.69\|0.83\|53.57\|54.48\|52.60\|332605;2026-09-30\|52.74\|-1.77\|53.90\|54.09\|52.61\|246798;2026-10-08\|51.85\|-1.69\|52.75\|53.74\|51.15\|288317;2026-10-09\|51.13\|-1.39\|51.74\|51.80\|48.81\|411343;2026-10-12\|48.34\|-5.46\|50.90\|50.90\|48.24\|319826;2026-10-13\|48.17\|-0.35\|46.80\|49.06\|45.75\|452033;2026-10-14\|46.67\|-3.11\|48.81\|49.19\|46.60\|450827;2026-10-15\|44.19\|-5.31\|44.89\|45.45\|43.82\|514764;2026-10-16\|43.66\|-1.20\|45.03\|45.45\|43.20\|416882;2026-10-19\|42.79\|-1.99\|43.34\|43.44\|41.28\|414600;2026-10-20\|43.81\|2.38\|43.23\|44.80\|42.25\|417436;2026-10-21\|44.00\|0.43\|43.88\|44.76\|43.60\|329336;2026-10-22\|41.64\|-5.36\|44.00\|44.10\|41.53\|379305;2026-10-23\|42.28\|1.54\|40.18\|42.65\|38.58\|533902;2026-10-26\|40.07\|-5.23\|42.10\|42.28\|39.65\|412528;2026-10-27\|38.89\|-2.94\|40.81\|41.10\|38.88\|320071;2026-10-28\|39.69\|2.06\|39.59\|40.20\|38.75\|345457;2026-10-29\|38.01\|-4.23\|39.70\|40.58\|37.99\|378765;2026-10-30\|35.81\|-5.79\|36.64\|38.08\|35.70\|469976;2026-11-02\|36.78\|2.71\|36.36\|37.10\|35.31\|483800;2026-11-03\|35.66\|-3.05\|36.52\|37.66\|35.30\|490444;2026-11-04\|39.23\|10.01\|36.21\|39.23\|35.41\|786973;2026-11-05\|40.69\|3.72\|39.80\|41.96\|39.80\|970811;2026-11-06\|38.65\|-5.01\|38.45\|39.60\|38.19\|551319
130039	比亚迪计划在2027年推出搭载固态电池的车型		1、公司作为全球少数具备锂电整线交付能力的装备企业，已率先打通全固态电池量产的全线工艺设备环节，实现了全固态电极制备、全固态电解质膜制备及复合设备、裸电芯组装到致密化设备、高压化成分容等全固态电池制造关键设备的覆盖； 2、子公司光导科技以高精度数控系统为核心，面向PCB、半导体等领域提供精密微加工设备整体解决方案； 2、公司钙钛矿电池整线设备已交付上海头部客户，具备准GW级量产能力，并与行业龙头共同开发新工艺;	2026-06-29\|40.02\|-1.98\|40.50\|40.70\|38.89\|551613;2026-06-30\|40.72\|2.47\|39.70\|41.25\|39.30\|472774;2026-07-01\|39.96\|-1.87\|41.04\|41.49\|39.03\|529302;2026-07-02\|38.52\|-3.60\|39.47\|40.12\|38.46\|514916;2026-07-03\|39.29\|2.00\|38.51\|40.23\|38.38\|492555;2026-07-06\|37.88\|-3.59\|39.24\|39.75\|37.86\|441221;2026-07-07\|37.25\|-1.66\|37.99\|38.88\|37.10\|368744;2026-07-08\|36.95\|-0.81\|37.56\|40.49\|35.81\|844885;2026-07-09\|37.05\|0.27\|37.40\|37.60\|35.46\|521460;2026-07-10\|36.25\|-2.16\|37.30\|37.60\|36.14\|458522;2026-07-13\|33.98\|-6.26\|36.00\|36.20\|33.87\|468471;2026-07-14\|34.47\|1.44\|34.00\|34.48\|32.91\|339238;2026-07-15\|33.73\|-2.15\|34.46\|34.96\|33.50\|306861;2026-07-16\|32.74\|-2.94\|33.50\|33.77\|32.51\|330587;2026-07-17\|31.06\|-5.13\|32.74\|33.13\|30.85\|478704;2026-07-20\|31.27\|0.68\|31.61\|32.77\|30.50\|612233;2026-07-21\|32.76\|4.76\|31.40\|32.78\|31.11\|597837;2026-07-22\|31.89\|-2.66\|32.92\|33.06\|31.77\|428825;2026-07-23\|33.09\|3.76\|32.05\|33.14\|31.90\|455222;2026-07-24\|32.02\|-3.23\|32.75\|32.94\|32.01\|354792;2026-07-27\|33.51\|4.65\|32.60\|34.26\|32.37\|526819;2026-07-28\|33.03\|-1.43\|33.25\|34.20\|32.90\|387253;2026-07-29\|33.41\|1.15\|32.98\|33.80\|31.81\|427103;2026-07-30\|33.38\|-0.09\|33.00\|33.88\|32.87\|414887;2026-07-31\|33.85\|1.41\|33.98\|34.51\|33.53\|465909;2026-08-03\|33.92\|0.21\|33.60\|34.19\|33.13\|324238;2026-08-04\|34.33\|1.21\|33.94\|34.58\|33.65\|355779;2026-08-05\|35.18\|2.48\|34.34\|35.27\|34.00\|473107;2026-08-06\|34.50\|-1.93\|35.06\|35.32\|34.10\|396226;2026-08-07\|34.90\|1.16\|34.48\|35.05\|33.90\|397023;2026-08-10\|35.05\|0.43\|35.07\|35.50\|34.52\|312003;2026-08-11\|34.90\|-0.43\|34.89\|35.66\|34.76\|317430;2026-08-12\|35.39\|1.40\|34.64\|35.88\|34.60\|339954;2026-08-13\|34.63\|-2.15\|35.45\|35.62\|34.60\|295671;2026-08-14\|34.78\|0.43\|34.63\|35.39\|34.37\|260108;2026-08-17\|35.38\|1.73\|34.91\|35.40\|34.27\|282073;2026-08-18\|35.24\|-0.40\|35.38\|35.80\|34.84\|264201;2026-08-19\|33.52\|-4.88\|34.82\|34.83\|33.44\|324900;2026-08-20\|33.33\|-0.57\|33.85\|34.15\|33.12\|230605;2026-08-21\|33.91\|1.74\|33.12\|34.47\|33.01\|260892;2026-08-24\|33.84\|-0.21\|34.20\|35.15\|33.41\|324163;2026-08-25\|33.40\|-1.30\|33.75\|33.75\|32.80\|234147;2026-08-26\|33.60\|0.60\|33.29\|34.20\|33.21\|234148;2026-08-27\|33.77\|0.51\|33.60\|33.93\|32.82\|267043;2026-08-28\|33.44\|-0.98\|33.62\|34.12\|33.41\|216788;2026-08-31\|33.62\|0.54\|35.02\|35.23\|33.13\|465894;2026-09-01\|32.81\|-2.41\|34.00\|34.00\|32.78\|319755;2026-09-02\|31.93\|-2.68\|32.44\|32.45\|31.71\|264771;2026-09-03\|32.09\|0.50\|32.23\|32.39\|31.73\|170714;2026-09-04\|31.57\|-1.62\|32.22\|32.56\|31.42\|243163;2026-09-07\|31.49\|-0.25\|31.24\|31.67\|31.18\|195130;2026-09-08\|30.88\|-1.94\|31.45\|31.55\|30.86\|217635;2026-09-09\|30.83\|-0.16\|30.74\|31.08\|30.56\|172729;2026-09-10\|30.07\|-2.47\|30.63\|30.63\|30.05\|207334;2026-09-11\|29.67\|-1.33\|29.70\|29.77\|29.02\|268722;2026-09-14\|29.88\|0.71\|29.50\|30.23\|29.40\|188269;2026-09-15\|31.54\|5.56\|29.80\|32.28\|29.70\|673563;2026-09-16\|31.70\|0.51\|31.84\|32.48\|30.55\|530606;2026-09-17\|31.87\|0.54\|31.50\|32.19\|31.30\|354815;2026-09-18\|32.53\|2.07\|32.10\|32.60\|32.02\|352378;2026-09-21\|32.43\|-0.31\|32.39\|32.90\|32.28\|296193;2026-09-22\|32.30\|-0.40\|32.50\|32.87\|32.22\|262727;2026-09-23\|32.41\|0.34\|32.27\|32.63\|32.12\|204277;2026-09-24\|32.11\|-0.93\|32.35\|33.07\|32.06\|256560;2026-09-28\|31.20\|-2.83\|31.93\|32.02\|30.94\|243348;2026-09-29\|33.76\|8.21\|31.77\|33.88\|31.77\|954962;2026-09-30\|34.94\|3.50\|33.16\|35.37\|32.70\|1191254;2026-10-08\|37.59\|7.58\|34.93\|37.77\|34.60\|1436960;2026-10-09\|36.73\|-2.29\|36.90\|38.99\|36.39\|1540355;2026-10-12\|37.88\|3.13\|36.98\|38.50\|36.13\|1266868;2026-10-13\|34.25\|-9.58\|36.21\|36.40\|33.33\|1252788;2026-10-14\|32.28\|-5.75\|34.42\|34.89\|32.02\|982241;2026-10-15\|32.35\|0.22\|30.46\|33.06\|30.01\|1034857;2026-10-16\|31.04\|-4.05\|32.03\|32.16\|30.78\|733111;2026-10-19\|30.34\|-2.26\|30.81\|31.55\|30.02\|538575;2026-10-20\|30.56\|0.73\|30.03\|30.98\|30.03\|481520;2026-10-21\|27.81\|-9.00\|30.40\|30.69\|27.63\|972667;2026-10-22\|27.41\|-1.44\|27.88\|28.56\|27.41\|541328;2026-10-23\|30.40\|10.91\|27.41\|30.48\|27.08\|875665;2026-10-26\|30.84\|1.45\|30.39\|31.30\|29.85\|689128;2026-10-27\|29.60\|-4.02\|30.54\|30.92\|29.60\|458853;2026-10-28\|29.96\|1.22\|29.90\|30.20\|29.23\|393364;2026-10-29\|29.15\|-2.70\|29.61\|30.01\|29.00\|360187;2026-10-30\|30.45\|4.46\|29.16\|31.45\|29.16\|727759;2026-11-02\|30.45\|0.00\|30.44\|30.98\|29.51\|600946;2026-11-03\|31.61\|3.81\|30.08\|32.30\|30.00\|814119;2026-11-04\|32.67\|3.35\|31.03\|32.85\|30.78\|740966;2026-11-05\|33.90\|3.76\|32.30\|35.08\|32.18\|888110;2026-11-06\|32.53\|-4.04\|32.60\|33.90\|32.47\|591952
130038	ASML正在研究在2028年生产超过110 台EUV光刻机	涨停揭秘：大基金三期成立后首度出手半导体设备领域，公司定增募资加码产业化，叠加长鑫科技IPO注册获批共振；涨停缘由：拓荆键科引入国投集新基金（实控人为大基金三期），标志国家资本对薄膜沉积设备战略重视升级；资金逻辑：资金聚焦大基金三期首批覆盖标的，拓荆科技在PECVD、SACVD等设备领域已实现国产替代突破；风险提示：定增项目达产周期较长，短期业绩弹性受限，设备验收周期存在不确定性	公司拟定增募资46亿投入高端半导体设备产业化基地建设等项目。在披露定增预案的同时，还宣布向控股子公司拓荆键科增资，后者还将引入多家外部投资者，其中包括实控人为大基金三期的国投集新基金，这也是大基金三期成立至今首度出手半导体产业项目	2026-07-13\|845.00\|1.56\|890.99\|910.00\|680.05\|224661;2026-07-14\|850.01\|0.59\|805.00\|945.00\|805.00\|170267;2026-07-15\|774.00\|-8.94\|860.00\|877.70\|765.01\|129709;2026-07-16\|722.00\|-6.72\|735.02\|765.00\|710.00\|82546;2026-07-17\|699.08\|-3.17\|718.42\|752.00\|683.34\|103627;2026-07-20\|637.05\|-8.87\|718.79\|725.00\|621.00\|106407;2026-07-21\|764.46\|20.00\|657.00\|764.46\|613.81\|117239;2026-07-22\|791.08\|3.48\|762.00\|819.90\|761.36\|114839;2026-07-23\|743.00\|-6.08\|791.08\|798.00\|732.00\|79043;2026-07-24\|791.00\|6.46\|728.00\|809.00\|720.00\|90569;2026-07-27\|791.90\|0.11\|770.05\|818.88\|735.89\|91317;2026-07-28\|710.00\|-10.34\|753.51\|788.00\|703.38\|86546;2026-07-29\|700.87\|-1.29\|707.00\|729.78\|651.58\|94277;2026-07-30\|642.00\|-8.40\|682.00\|709.00\|642.00\|82243;2026-07-31\|664.97\|3.58\|709.00\|727.27\|662.00\|86265;2026-08-03\|591.86\|-10.99\|655.24\|659.33\|579.79\|101060;2026-08-04\|604.50\|2.14\|596.01\|618.86\|570.00\|89408;2026-08-05\|677.88\|12.14\|605.03\|692.99\|601.00\|112113;2026-08-06\|682.03\|0.61\|646.00\|709.00\|646.00\|82251;2026-08-07\|690.65\|1.26\|680.00\|702.91\|670.00\|72183;2026-08-10\|728.00\|5.41\|693.46\|729.00\|685.00\|72753;2026-08-11\|700.00\|-3.85\|710.00\|728.42\|693.13\|59237;2026-08-12\|703.03\|0.43\|708.00\|718.95\|695.00\|67648;2026-08-13\|685.11\|-2.55\|717.00\|718.58\|683.13\|66416;2026-08-14\|688.20\|0.45\|695.00\|706.80\|676.06\|48674;2026-08-17\|719.01\|4.48\|688.00\|721.30\|681.82\|63330;2026-08-18\|755.46\|5.07\|719.93\|755.69\|719.93\|69972;2026-08-19\|690.00\|-8.66\|725.00\|743.00\|683.34\|73870;2026-08-20\|671.26\|-2.72\|699.99\|709.43\|661.60\|63586;2026-08-21\|673.50\|0.33\|677.00\|699.66\|670.30\|50471;2026-08-24\|684.13\|1.58\|680.00\|706.56\|666.00\|58701;2026-08-25\|654.99\|-4.26\|677.57\|677.97\|633.35\|58194;2026-08-26\|675.06\|3.06\|651.00\|686.50\|645.01\|44170;2026-08-27\|693.00\|2.66\|674.90\|698.00\|664.11\|49597;2026-08-28\|669.29\|-3.42\|690.00\|695.00\|668.11\|34555;2026-08-31\|677.86\|1.28\|654.00\|682.18\|645.66\|38935;2026-09-01\|650.51\|-4.03\|684.42\|684.42\|648.56\|38829;2026-09-02\|644.31\|-0.95\|645.15\|656.56\|636.01\|32278;2026-09-03\|641.04\|-0.51\|654.00\|658.00\|636.62\|27786;2026-09-04\|621.93\|-2.98\|645.00\|654.39\|620.00\|41347;2026-09-07\|651.92\|4.82\|638.00\|658.88\|623.00\|41369;2026-09-08\|632.00\|-3.06\|648.95\|650.00\|616.30\|41539;2026-09-09\|631.18\|-0.13\|645.84\|646.00\|627.01\|27156;2026-09-10\|630.95\|-0.04\|627.37\|638.66\|620.05\|21574;2026-09-11\|620.88\|-1.60\|618.00\|625.88\|602.25\|42640;2026-09-14\|601.00\|-3.20\|607.77\|614.08\|598.53\|36746;2026-09-15\|649.00\|7.99\|590.00\|655.55\|588.09\|70886;2026-09-16\|679.54\|4.71\|653.94\|685.77\|650.03\|70432;2026-09-17\|694.00\|2.13\|674.99\|704.90\|672.00\|53459;2026-09-18\|720.06\|3.75\|706.00\|729.88\|692.01\|64691;2026-09-21\|725.81\|0.80\|725.00\|737.00\|710.00\|41462;2026-09-22\|722.46\|-0.46\|735.80\|743.00\|717.00\|39231;2026-09-23\|730.30\|1.09\|726.66\|745.00\|715.80\|38387;2026-09-24\|700.90\|-4.03\|722.68\|732.00\|698.00\|40436;2026-09-28\|653.80\|-6.72\|703.00\|704.05\|651.87\|55094;2026-09-29\|656.68\|0.44\|664.59\|677.77\|645.05\|35385;2026-09-30\|640.00\|-2.54\|663.00\|675.00\|635.73\|33878;2026-10-08\|616.07\|-3.74\|640.45\|648.88\|608.00\|44937;2026-10-09\|616.25\|0.03\|607.00\|624.93\|580.01\|52733;2026-10-12\|633.00\|2.78\|610.00\|656.93\|596.00\|49888;2026-10-13\|654.23\|3.35\|606.97\|673.68\|606.97\|73886;2026-10-14\|628.87\|-3.88\|650.76\|660.99\|626.34\|45697;2026-10-15\|645.00\|2.56\|600.00\|654.74\|600.00\|61634;2026-10-16\|663.00\|2.79\|650.00\|675.50\|639.33\|66260;2026-10-19\|571.00\|-13.88\|651.73\|657.00\|570.00\|87063;2026-10-20\|546.00\|-4.38\|564.94\|578.32\|535.35\|81322;2026-10-21\|533.00\|-2.38\|550.00\|558.20\|528.00\|55706;2026-10-22\|509.93\|-4.33\|536.33\|538.95\|508.02\|57722;2026-10-23\|513.80\|0.76\|497.86\|516.72\|485.00\|67734;2026-10-26\|490.41\|-4.55\|507.00\|507.88\|486.87\|48594;2026-10-27\|454.10\|-7.40\|500.00\|504.90\|450.90\|64346;2026-10-28\|462.35\|1.82\|461.27\|475.00\|446.00\|67237;2026-10-29\|440.19\|-4.79\|468.00\|472.99\|438.00\|57895;2026-10-30\|407.73\|-7.37\|424.77\|434.80\|405.39\|60048;2026-11-02\|425.01\|4.24\|420.00\|434.80\|401.20\|79295;2026-11-03\|406.49\|-4.36\|420.00\|429.99\|396.11\|71937;2026-11-04\|487.79\|20.00\|410.21\|487.79\|396.04\|107620;2026-11-05\|502.84\|3.09\|485.00\|528.35\|484.08\|132955;2026-11-06\|497.00\|-1.16\|480.00\|513.50\|466.66\|91628
130037	欧洲海风需求有望提升		1、风电专用减速器生产商；公司主营业务为风电专用减速器研发、生产和销售，主要产品包括风电偏航减速器、风电变桨减速器； 2、公司具备两种输出形式的机器人用RV减速器实用新型专利	2026-06-29\|40.55\|-0.98\|40.93\|41.90\|39.23\|13630;2026-06-30\|40.59\|0.10\|40.55\|41.21\|39.70\|10666;2026-07-01\|41.46\|2.14\|41.71\|42.28\|40.50\|11489;2026-07-02\|40.90\|-1.35\|41.58\|42.65\|40.48\|9655;2026-07-03\|42.80\|4.65\|40.88\|43.63\|40.80\|13108;2026-07-06\|41.66\|-2.66\|43.20\|43.20\|41.58\|9337;2026-07-07\|39.90\|-4.22\|41.70\|41.74\|39.88\|7565;2026-07-08\|38.92\|-2.46\|39.90\|40.19\|38.71\|8196;2026-07-09\|38.37\|-1.41\|38.70\|39.21\|37.16\|9309;2026-07-10\|39.01\|1.67\|38.75\|40.46\|37.96\|11673;2026-07-13\|37.35\|-4.26\|39.15\|39.48\|37.35\|8406;2026-07-14\|37.40\|0.13\|32.90\|37.45\|32.90\|11579;2026-07-15\|37.95\|1.47\|36.89\|38.41\|36.80\|9611;2026-07-16\|37.99\|0.11\|38.00\|39.05\|37.02\|9870;2026-07-17\|36.39\|-4.21\|38.03\|38.60\|36.00\|10239;2026-07-20\|35.58\|-2.23\|36.22\|38.20\|35.00\|13706;2026-07-21\|35.52\|-0.17\|35.51\|36.09\|34.02\|11222;2026-07-22\|34.77\|-2.11\|35.11\|36.21\|34.50\|8759;2026-07-23\|36.45\|4.83\|34.60\|36.47\|34.60\|9431;2026-07-24\|35.50\|-2.61\|36.45\|36.59\|35.03\|8115;2026-07-27\|36.30\|2.25\|35.08\|36.94\|35.07\|11324;2026-07-28\|37.31\|2.78\|36.30\|38.00\|35.98\|11369;2026-07-29\|39.10\|4.80\|37.31\|39.48\|36.47\|17478;2026-07-30\|38.50\|-1.53\|38.95\|40.20\|38.30\|15025;2026-07-31\|39.00\|1.30\|38.50\|39.55\|37.93\|12652;2026-08-03\|41.27\|5.82\|38.92\|41.38\|38.60\|15655;2026-08-04\|41.14\|-0.32\|41.18\|42.20\|40.76\|13747;2026-08-05\|41.26\|0.29\|41.15\|41.96\|40.42\|10110;2026-08-06\|41.14\|-0.29\|41.20\|42.80\|40.33\|8524;2026-08-07\|41.00\|-0.34\|40.71\|41.20\|40.00\|7551;2026-08-10\|42.79\|4.37\|41.21\|43.00\|40.40\|13330;2026-08-11\|41.88\|-2.13\|42.77\|42.77\|41.40\|7108;2026-08-12\|42.73\|2.03\|41.99\|43.16\|41.20\|7642;2026-08-13\|41.78\|-2.22\|42.61\|42.98\|41.78\|6440;2026-08-14\|41.68\|-0.24\|42.00\|42.64\|40.48\|7103;2026-08-17\|42.46\|1.87\|41.69\|42.68\|40.98\|8033;2026-08-18\|42.08\|-0.90\|42.52\|42.85\|41.60\|5418;2026-08-19\|40.20\|-4.47\|42.00\|42.00\|40.01\|7269;2026-08-20\|40.95\|1.87\|41.50\|41.50\|40.08\|4704;2026-08-21\|41.17\|0.54\|40.52\|41.35\|40.04\|5329;2026-08-24\|38.70\|-6.00\|40.14\|40.90\|33.02\|12596;2026-08-25\|40.22\|3.93\|38.91\|40.58\|37.96\|12075;2026-08-26\|41.23\|2.51\|40.65\|41.89\|39.65\|9557;2026-08-27\|41.18\|-0.12\|41.18\|41.72\|40.60\|8256;2026-08-28\|42.25\|2.60\|41.18\|42.90\|40.89\|8018;2026-08-31\|42.60\|0.83\|42.39\|42.83\|41.62\|5999;2026-09-01\|42.34\|-0.61\|42.84\|42.86\|41.99\|5302;2026-09-02\|41.66\|-1.61\|42.47\|42.51\|41.21\|5152;2026-09-03\|40.78\|-2.11\|41.68\|42.23\|40.42\|6054;2026-09-04\|41.09\|0.76\|40.97\|42.16\|40.61\|7891;2026-09-07\|42.00\|2.21\|41.88\|42.49\|41.27\|4981;2026-09-08\|41.97\|-0.07\|42.31\|42.31\|41.51\|4565;2026-09-09\|40.95\|-2.43\|41.46\|42.18\|40.76\|5178;2026-09-10\|40.07\|-2.15\|40.83\|40.95\|39.71\|5972;2026-09-11\|39.13\|-2.35\|39.63\|40.24\|38.50\|7144;2026-09-14\|39.12\|-0.03\|39.14\|39.50\|38.24\|8267;2026-09-15\|43.00\|9.92\|39.16\|45.36\|38.35\|37915;2026-09-16\|43.59\|1.37\|42.84\|43.68\|40.68\|39170;2026-09-17\|43.16\|-0.99\|43.37\|43.59\|41.41\|28046;2026-09-18\|43.80\|1.48\|43.16\|45.32\|42.50\|26316;2026-09-21\|44.27\|1.07\|43.06\|45.48\|43.06\|24781;2026-09-22\|43.26\|-2.28\|44.38\|44.56\|43.01\|21054;2026-09-23\|42.74\|-1.20\|43.26\|43.50\|42.45\|10815;2026-09-24\|47.00\|9.97\|42.72\|48.99\|42.23\|52555;2026-09-28\|47.92\|1.96\|46.96\|48.46\|45.09\|43591;2026-09-29\|46.94\|-2.05\|46.80\|48.82\|44.80\|38092;2026-09-30\|50.84\|8.31\|47.91\|53.99\|47.30\|46284;2026-10-08\|52.08\|2.44\|47.07\|52.22\|47.07\|42502;2026-10-09\|47.80\|-8.22\|49.83\|51.19\|46.50\|41898;2026-10-12\|52.78\|10.42\|47.60\|55.91\|46.99\|58020;2026-10-13\|50.99\|-3.39\|52.00\|52.05\|48.50\|42733;2026-10-14\|44.86\|-12.02\|49.94\|50.18\|44.20\|36574;2026-10-15\|41.65\|-7.16\|41.99\|45.31\|41.10\|24492;2026-10-16\|40.65\|-2.40\|41.98\|43.59\|40.05\|27700;2026-10-19\|41.86\|2.98\|40.00\|42.23\|39.50\|22336;2026-10-20\|41.87\|0.02\|41.67\|43.00\|41.08\|18139;2026-10-21\|40.12\|-4.18\|42.02\|42.39\|40.01\|15621;2026-10-22\|38.93\|-2.97\|40.22\|41.49\|38.93\|15685;2026-10-23\|40.13\|3.08\|38.00\|40.29\|36.38\|20236;2026-10-26\|38.71\|-3.54\|39.86\|39.86\|38.18\|12476;2026-10-27\|37.90\|-2.09\|40.19\|40.19\|37.66\|12393;2026-10-28\|38.86\|2.53\|37.87\|39.17\|37.54\|11055;2026-10-29\|38.95\|0.23\|38.86\|40.30\|38.23\|16084;2026-10-30\|36.98\|-5.06\|37.52\|39.16\|36.91\|16335;2026-11-02\|37.10\|0.32\|37.10\|37.40\|35.21\|11994;2026-11-03\|36.60\|-1.35\|37.10\|38.11\|36.31\|11376;2026-11-04\|37.71\|3.03\|36.43\|37.98\|35.85\|15412;2026-11-05\|39.22\|4.00\|37.60\|39.90\|37.36\|17961;2026-11-06\|37.97\|-3.19\|37.76\|39.49\|37.47\|12748
130036	欧洲海风需求有望提升	清洁能源+海上风电+福建国资 1、据2026年9月1日互动易，公司主营水电、风电、光伏，同时布局售电、虚拟电厂等业务，运营正常且无应披露未披露事项。 2、据2026年8月21日半年度报告，公司推进霞浦海上风电场B区建设，宁德深水B-1区项目已获省发改委核准，并持续拓展售电、储能、虚拟电厂等新业态。 3、据2026年3月31日年度报告，公司控股股东为宁德市国有资产投资经营集团有限公司，实际控制人为宁德市国资委，已形成水风光多能互补电源结构。	1、福建省最大的电力股份制企业；公司主营业务为电力生产与开发，主要以水电、风电、光伏为主； 2、公司持股海交所7.4%，海交所提供不良资产处置服务	2026-06-29\|9.86\|-0.10\|9.78\|9.95\|9.61\|100240;2026-06-30\|9.92\|0.61\|9.81\|9.93\|9.63\|79523;2026-07-01\|10.24\|3.23\|9.93\|10.34\|9.87\|125918;2026-07-02\|10.07\|-1.66\|10.19\|10.50\|10.06\|122242;2026-07-03\|10.16\|0.89\|10.02\|10.26\|10.00\|81326;2026-07-06\|9.97\|-1.87\|10.19\|10.21\|9.95\|79563;2026-07-07\|9.67\|-3.01\|9.97\|9.98\|9.64\|73433;2026-07-08\|9.51\|-1.65\|9.70\|9.74\|9.47\|64840;2026-07-09\|9.44\|-0.74\|9.49\|9.55\|9.19\|78628;2026-07-10\|9.80\|3.81\|9.49\|9.99\|9.39\|114398;2026-07-13\|9.41\|-3.98\|9.89\|9.90\|9.37\|73669;2026-07-14\|9.56\|1.59\|9.37\|9.56\|9.28\|58838;2026-07-15\|9.71\|1.57\|9.48\|9.82\|9.40\|77803;2026-07-16\|9.68\|-0.31\|9.74\|9.83\|9.58\|62122;2026-07-17\|10.01\|3.41\|9.63\|10.15\|9.63\|209135;2026-07-20\|10.76\|7.49\|9.90\|10.81\|9.76\|302562;2026-07-21\|10.31\|-4.18\|10.48\|10.49\|10.01\|248840;2026-07-22\|10.48\|1.65\|10.22\|10.60\|10.10\|202284;2026-07-23\|10.48\|0.00\|10.31\|10.72\|10.08\|201762;2026-07-24\|9.84\|-6.11\|10.32\|10.45\|9.82\|160082;2026-07-27\|10.12\|2.85\|9.78\|10.13\|9.70\|103451;2026-07-28\|10.03\|-0.89\|10.10\|10.19\|9.98\|73434;2026-07-29\|10.20\|1.69\|9.98\|10.28\|9.90\|99567;2026-07-30\|10.01\|-0.10\|10.08\|10.23\|9.92\|115664;2026-07-31\|10.08\|0.70\|9.93\|10.13\|9.93\|87854;2026-08-03\|10.29\|2.08\|10.06\|10.30\|10.05\|103298;2026-08-04\|10.29\|0.00\|10.30\|10.42\|10.23\|95790;2026-08-05\|10.28\|-0.10\|10.31\|10.31\|10.15\|101842;2026-08-06\|10.15\|-1.26\|10.25\|10.25\|10.01\|105929;2026-08-07\|10.23\|0.79\|10.18\|10.24\|10.01\|99503;2026-08-10\|10.47\|2.35\|10.23\|10.52\|10.15\|140453;2026-08-11\|10.34\|-1.24\|10.41\|10.50\|10.29\|80770;2026-08-12\|10.38\|0.39\|10.35\|10.40\|10.24\|63408;2026-08-13\|10.32\|-0.58\|10.38\|10.47\|10.30\|109324;2026-08-14\|10.03\|-2.81\|10.35\|10.36\|9.91\|127006;2026-08-17\|10.04\|0.10\|10.00\|10.05\|9.95\|61456;2026-08-18\|9.94\|-1.00\|10.00\|10.03\|9.88\|61698;2026-08-19\|9.63\|-3.12\|9.91\|9.95\|9.61\|72190;2026-08-20\|9.76\|1.35\|9.67\|9.80\|9.66\|42737;2026-08-21\|9.71\|-0.51\|9.75\|9.75\|9.61\|45687;2026-08-24\|9.75\|0.41\|9.83\|9.83\|9.63\|49866;2026-08-25\|9.81\|0.62\|9.62\|9.85\|9.62\|39740;2026-08-26\|9.88\|0.71\|9.79\|9.93\|9.75\|49004;2026-08-27\|9.91\|0.30\|9.89\|9.94\|9.78\|47556;2026-08-28\|9.92\|0.10\|9.92\|9.94\|9.85\|36500;2026-08-31\|9.91\|-0.10\|9.90\|9.92\|9.80\|35934;2026-09-01\|10.07\|1.61\|9.90\|10.10\|9.87\|62094;2026-09-02\|10.26\|1.89\|10.07\|10.26\|9.98\|95436;2026-09-03\|10.49\|2.24\|10.30\|11.05\|10.25\|262345;2026-09-04\|10.73\|2.29\|10.49\|10.97\|10.35\|281820;2026-09-07\|10.46\|-2.52\|10.59\|10.68\|10.35\|160114;2026-09-08\|10.43\|-0.29\|10.46\|10.53\|10.32\|117989;2026-09-09\|11.47\|9.97\|10.41\|11.47\|10.35\|291028;2026-09-10\|12.62\|10.03\|11.77\|12.62\|11.75\|554983;2026-09-11\|13.88\|9.98\|13.88\|13.88\|13.40\|479411;2026-09-14\|15.27\|10.01\|14.51\|15.27\|14.51\|561062;2026-09-15\|16.80\|10.02\|16.03\|16.80\|15.53\|1339138;2026-09-16\|18.48\|10.00\|17.22\|18.48\|17.14\|996488;2026-09-17\|17.97\|-2.76\|16.64\|18.47\|16.63\|1177197;2026-09-18\|19.60\|9.07\|18.30\|19.77\|18.30\|1076559;2026-09-21\|20.43\|4.23\|19.99\|20.58\|19.30\|845335;2026-09-22\|20.91\|2.35\|20.80\|20.91\|19.56\|848785;2026-09-23\|18.82\|-10.00\|18.82\|18.92\|18.82\|405999;2026-09-24\|19.32\|2.66\|18.00\|19.80\|17.59\|1045896;2026-09-28\|17.39\|-9.99\|18.35\|18.95\|17.39\|677356;2026-09-29\|16.28\|-6.38\|16.65\|17.55\|15.91\|810567;2026-09-30\|17.09\|4.98\|16.81\|17.27\|16.56\|659972;2026-10-08\|17.74\|3.80\|17.43\|17.88\|16.92\|648087;2026-10-09\|17.89\|0.85\|17.62\|18.23\|16.23\|723778;2026-10-12\|18.21\|1.79\|17.88\|18.79\|17.50\|766926;2026-10-13\|17.55\|-3.62\|17.30\|17.76\|16.39\|725612;2026-10-14\|18.75\|6.84\|17.30\|18.78\|17.11\|887323;2026-10-15\|17.46\|-6.88\|18.22\|19.96\|17.46\|1025946;2026-10-16\|18.20\|4.24\|17.74\|19.21\|17.74\|1098005;2026-10-19\|16.38\|-10.00\|16.43\|16.80\|16.38\|600083;2026-10-20\|14.74\|-10.01\|15.40\|15.56\|14.74\|184663;2026-10-21\|15.31\|3.87\|14.36\|15.46\|13.88\|1291217;2026-10-22\|13.78\|-9.99\|14.80\|14.97\|13.78\|667828;2026-10-23\|12.71\|-7.76\|12.44\|13.09\|12.40\|855453;2026-10-26\|11.74\|-7.63\|12.62\|12.65\|11.73\|789078;2026-10-27\|11.74\|0.00\|11.97\|12.27\|11.74\|639709;2026-10-28\|11.70\|-0.34\|11.79\|11.88\|11.42\|485959;2026-10-29\|11.21\|-4.19\|11.63\|11.65\|11.17\|400476;2026-10-30\|11.00\|-1.87\|11.04\|11.50\|10.82\|411873;2026-11-02\|11.39\|3.55\|11.00\|11.44\|10.77\|385059;2026-11-03\|11.42\|0.26\|11.34\|11.75\|11.26\|384695;2026-11-04\|11.82\|3.50\|11.42\|11.87\|11.31\|459279;2026-11-05\|12.23\|3.47\|11.66\|12.35\|11.66\|488069;2026-11-06\|12.31\|0.65\|11.80\|13.13\|11.80\|1020291
130035	欧洲海风需求有望提升	风电齿轮箱+大兆瓦装备+高端部件行业原因： 1、据华西证券9月13日研报，陆风风机价格企稳、低价订单陆续交付完毕，主机厂后续有望迎来盈利拐点。 2、据华西证券9月13日研报，海风需求增长叠加陆风招标量充足，国内海风交付提升及海外市场拓展支撑风电装机和零部件需求。公司原因： 1、据2025年年报，公司主营大型高端装备专用部件，风电齿轮箱专用部件为核心产品，主要客户为风电装备领域全球知名企业。 2、据2025年招股意向书，公司覆盖1至22兆瓦风电机组功率范围，风电齿轮箱专用部件铸件细分领域全球市占率约20%。 3、据2026年半年报，公司上半年风电齿轮箱专用部件收入4.83亿元，占主营业务收入约84%，为主要收入来源。	公司主要从事大型高端装备专用部件的研发、制造与销售，产品结构以风电齿轮箱专用部件为主、注塑机厚大专用部件为辅，是全球行业领先、质量可靠、技术卓越的大型高端装备专用部件制造商	2026-06-29\|20.82\|-1.70\|21.00\|21.20\|20.44\|44349;2026-06-30\|21.09\|1.30\|20.71\|21.28\|20.65\|42944;2026-07-01\|21.14\|0.24\|21.00\|21.36\|20.62\|46649;2026-07-02\|20.79\|-1.66\|20.95\|21.72\|20.74\|51197;2026-07-03\|21.54\|3.61\|20.77\|21.84\|20.77\|54710;2026-07-06\|21.07\|-2.18\|21.50\|22.30\|21.01\|52149;2026-07-07\|19.85\|-5.79\|21.20\|21.29\|19.83\|52068;2026-07-08\|19.24\|-3.07\|20.20\|20.20\|19.23\|33633;2026-07-09\|19.19\|-0.26\|19.16\|19.30\|18.60\|35029;2026-07-10\|19.54\|2.68\|19.59\|19.93\|19.02\|39718;2026-07-13\|18.52\|-5.22\|19.54\|19.54\|18.46\|42113;2026-07-14\|18.46\|-0.32\|18.73\|18.73\|18.00\|31628;2026-07-15\|18.58\|0.65\|18.44\|18.89\|18.33\|29702;2026-07-16\|18.29\|-1.56\|18.57\|18.78\|18.21\|33503;2026-07-17\|17.50\|-4.32\|18.39\|18.50\|17.37\|42833;2026-07-20\|17.24\|-1.49\|17.50\|18.00\|17.02\|46376;2026-07-21\|17.15\|-0.52\|17.24\|17.39\|16.43\|48675;2026-07-22\|16.99\|-0.93\|17.04\|17.24\|16.70\|34472;2026-07-23\|17.70\|4.18\|16.95\|17.73\|16.95\|42393;2026-07-24\|17.34\|-2.03\|17.50\|17.90\|17.26\|29184;2026-07-27\|17.83\|2.83\|17.07\|17.87\|17.07\|30389;2026-07-28\|17.90\|0.39\|17.90\|18.19\|17.76\|40861;2026-07-29\|18.40\|2.79\|17.90\|18.50\|17.80\|43817;2026-07-30\|18.50\|0.54\|18.22\|18.90\|18.22\|47137;2026-07-31\|18.64\|0.76\|18.71\|19.04\|18.58\|43149;2026-08-03\|19.40\|4.08\|18.63\|19.40\|18.58\|46064;2026-08-04\|19.34\|-0.31\|19.49\|19.53\|19.12\|38042;2026-08-05\|19.19\|-0.78\|19.53\|19.53\|19.04\|41977;2026-08-06\|18.98\|-1.09\|19.19\|19.39\|18.85\|37506;2026-08-07\|19.06\|0.42\|19.01\|19.08\|18.67\|29479;2026-08-10\|19.26\|1.05\|19.09\|19.30\|18.86\|28712;2026-08-11\|19.10\|-0.83\|19.26\|19.26\|18.91\|20746;2026-08-12\|19.27\|0.89\|19.15\|19.38\|19.01\|25384;2026-08-13\|18.91\|-1.87\|19.32\|19.38\|18.90\|26656;2026-08-14\|18.86\|-0.26\|19.10\|19.13\|18.67\|25136;2026-08-17\|18.96\|0.53\|18.86\|19.02\|18.61\|23239;2026-08-18\|19.61\|3.43\|18.96\|19.88\|18.81\|76930;2026-08-19\|18.51\|-5.61\|19.49\|19.89\|18.46\|65582;2026-08-20\|18.31\|-1.08\|18.48\|18.85\|18.29\|33895;2026-08-21\|18.11\|-1.09\|18.40\|18.40\|17.98\|19539;2026-08-24\|18.06\|-0.28\|18.11\|18.39\|17.81\|21513;2026-08-25\|18.35\|1.61\|18.07\|18.47\|18.00\|17829;2026-08-26\|17.98\|-2.02\|18.36\|18.46\|17.89\|20662;2026-08-27\|18.00\|0.11\|17.95\|18.03\|17.79\|27047;2026-08-28\|18.18\|1.00\|18.08\|18.35\|17.95\|23650;2026-08-31\|18.02\|-0.88\|18.28\|18.28\|17.92\|19729;2026-09-01\|18.32\|1.66\|18.02\|18.44\|18.01\|27759;2026-09-02\|18.18\|-0.76\|18.18\|18.25\|17.92\|19454;2026-09-03\|17.86\|-1.76\|18.08\|18.45\|17.85\|25010;2026-09-04\|17.74\|-0.67\|18.01\|18.25\|17.66\|23359;2026-09-07\|17.68\|-0.34\|17.74\|17.90\|17.60\|18805;2026-09-08\|17.64\|-0.23\|17.79\|17.79\|17.50\|18862;2026-09-09\|17.36\|-1.59\|17.72\|17.74\|17.35\|17567;2026-09-10\|17.06\|-1.73\|17.25\|17.31\|16.95\|16570;2026-09-11\|16.78\|-1.64\|17.16\|17.16\|16.60\|20371;2026-09-14\|16.78\|0.00\|16.81\|16.91\|16.61\|18952;2026-09-15\|18.46\|10.01\|16.81\|18.46\|16.72\|79878;2026-09-16\|20.31\|10.02\|20.00\|20.31\|20.00\|78995;2026-09-17\|22.34\|10.00\|19.56\|22.34\|19.16\|242297;2026-09-18\|24.57\|9.98\|22.55\|24.57\|22.55\|237500;2026-09-21\|24.25\|-1.30\|25.68\|26.49\|23.60\|400019;2026-09-22\|23.88\|-1.53\|23.05\|24.44\|22.89\|306257;2026-09-23\|21.49\|-10.01\|22.62\|22.63\|21.49\|231137;2026-09-24\|22.54\|4.89\|20.80\|23.49\|20.61\|263625;2026-09-28\|23.20\|2.93\|22.32\|24.60\|20.53\|272593;2026-09-29\|21.31\|-8.15\|22.10\|22.57\|20.90\|217578;2026-09-30\|20.43\|-4.13\|21.15\|21.86\|20.10\|176022;2026-10-08\|21.44\|4.94\|20.20\|22.38\|20.10\|212301;2026-10-09\|20.64\|-3.73\|21.40\|21.40\|19.39\|180300;2026-10-12\|21.13\|2.37\|20.65\|22.16\|20.51\|166465;2026-10-13\|20.32\|-3.83\|20.60\|20.81\|19.24\|148293;2026-10-14\|18.67\|-8.12\|20.15\|20.15\|18.61\|132378;2026-10-15\|17.93\|-3.96\|18.26\|18.60\|17.75\|90209;2026-10-16\|18.17\|1.34\|18.27\|18.93\|17.61\|102732;2026-10-19\|18.68\|2.81\|18.00\|18.96\|17.72\|91916;2026-10-20\|18.88\|1.07\|18.50\|18.90\|18.50\|65827;2026-10-21\|18.24\|-3.39\|18.83\|18.89\|18.20\|62466;2026-10-22\|17.49\|-4.11\|18.21\|18.40\|17.47\|61328;2026-10-23\|17.94\|2.57\|17.36\|18.03\|16.45\|72039;2026-10-26\|17.48\|-2.56\|17.74\|17.81\|17.35\|38460;2026-10-27\|17.12\|-2.06\|17.68\|17.85\|17.11\|39524;2026-10-28\|17.40\|1.64\|17.36\|17.53\|17.02\|34844;2026-10-29\|17.22\|-1.03\|16.91\|17.74\|16.68\|63820;2026-10-30\|16.18\|-6.04\|16.88\|17.11\|16.18\|60004;2026-11-02\|16.48\|1.85\|16.13\|16.60\|15.90\|41127;2026-11-03\|16.36\|-0.73\|16.31\|16.85\|16.10\|42105;2026-11-04\|18.00\|10.02\|16.40\|18.00\|16.26\|67623;2026-11-05\|18.25\|1.39\|18.78\|18.96\|18.05\|183083;2026-11-06\|17.64\|-3.34\|17.42\|18.15\|17.37\|96984
130034		合资投建+光纤涨价+数据中心+通信电缆行业原因：美股光通信板块昨晚集体大涨，Lumentum涨超16%，Coherent涨超13%，康宁上涨11%。AI数据中心热潮持续推动科技板块持续上涨，花旗集团表示，由少数大型科技股推动的美股跑赢格局料将持续。公司原因： 1、据2026年5月8日公告，公司拟与韶关曲江国资共设8亿元合资公司，投建年产600吨光棒及2000万芯公里光纤项目，并保留5年内收购国资所持80%股权的权利。 2、据2026年4月30日一季报，受市场行情影响光纤量价齐升，公司一季度营收10.64亿元，同比增长61.13%。 3、据2026年4月9日公告，公司提示近期市场对光纤光缆产品价格波动及数据中心光纤产品需求关注度较高，但公司用于数据中心的光纤产品比重较小，短期价格波动可持续性存在不确定性。 4、公司已建成“光纤预制棒—光纤—光缆—通信电缆、通信设备”完整产业链，光电线缆规模供货能力位居行业前列，直接服务国内三大电信运营商、铁路、国家电网等核心客户。	通信线缆全产业链企业；公司聚焦光通信产业的发展，建成了涵盖光纤预制棒、光纤、光缆、通信电缆、通信设备等多个业务类别较为完整的产业链，可为客户提供一揽子的产品和解决方案	2026-06-29\|33.20\|-8.16\|36.00\|36.38\|32.54\|1801076;2026-06-30\|32.40\|-2.41\|34.20\|34.57\|31.42\|1506094;2026-07-01\|29.59\|-8.67\|31.82\|32.59\|29.19\|1785346;2026-07-02\|26.63\|-10.00\|27.96\|28.81\|26.63\|1346750;2026-07-03\|25.47\|-4.36\|26.32\|27.04\|25.36\|1418150;2026-07-06\|24.13\|-5.26\|26.23\|26.37\|23.55\|1314162;2026-07-07\|23.16\|-4.02\|24.00\|24.35\|22.70\|1046544;2026-07-08\|22.61\|-2.37\|23.89\|23.90\|22.32\|1040519;2026-07-09\|23.30\|3.05\|22.95\|23.45\|21.70\|1453138;2026-07-10\|22.08\|-5.24\|23.34\|24.30\|22.00\|1467448;2026-07-13\|19.87\|-10.01\|21.67\|21.85\|19.87\|1335913;2026-07-14\|20.86\|4.98\|19.88\|20.86\|19.12\|1201504;2026-07-15\|20.37\|-2.35\|21.76\|21.93\|20.33\|1178872;2026-07-16\|19.00\|-6.73\|19.89\|20.41\|18.70\|1186013;2026-07-17\|17.16\|-9.68\|19.04\|19.41\|17.10\|1135387;2026-07-20\|16.87\|-1.69\|17.86\|18.88\|16.03\|1830101;2026-07-21\|17.23\|2.13\|17.05\|17.35\|15.18\|2201138;2026-07-22\|16.46\|-4.47\|16.66\|17.66\|16.25\|1728912;2026-07-23\|16.57\|0.67\|16.65\|17.62\|16.22\|1647278;2026-07-24\|15.71\|-5.19\|16.12\|16.57\|15.63\|955608;2026-07-27\|16.57\|5.47\|15.81\|17.28\|15.60\|1904930;2026-07-28\|15.50\|-6.46\|15.88\|16.62\|15.25\|1466806;2026-07-29\|14.83\|-4.32\|15.45\|15.50\|14.18\|1295970;2026-07-30\|13.80\|-6.95\|14.65\|15.18\|13.44\|1209662;2026-07-31\|13.96\|1.16\|14.60\|15.18\|13.90\|2022735;2026-08-03\|13.86\|-0.72\|13.66\|14.01\|13.50\|1024711;2026-08-04\|14.60\|5.34\|14.17\|14.79\|13.98\|1347516;2026-08-05\|16.06\|10.00\|14.30\|16.06\|14.28\|1315263;2026-08-06\|16.52\|2.86\|15.90\|16.75\|15.73\|2048438;2026-08-07\|17.26\|4.48\|16.80\|17.42\|16.33\|1767537;2026-08-10\|17.37\|0.64\|17.52\|17.88\|16.67\|1524126;2026-08-11\|17.13\|-1.38\|17.25\|17.63\|16.72\|1144810;2026-08-12\|18.84\|9.98\|17.30\|18.84\|17.00\|815055;2026-08-13\|18.94\|0.53\|20.68\|20.72\|18.68\|3303777;2026-08-14\|19.65\|3.75\|18.82\|19.95\|18.06\|2928491;2026-08-17\|20.30\|3.31\|19.58\|20.48\|19.03\|2665143;2026-08-18\|19.47\|-4.09\|20.01\|20.37\|19.21\|1796619;2026-08-19\|17.52\|-10.02\|18.32\|19.03\|17.52\|1496614;2026-08-20\|19.27\|9.99\|17.91\|19.27\|17.18\|2247407;2026-08-21\|21.20\|10.02\|20.06\|21.20\|19.47\|3583261;2026-08-24\|20.81\|-1.84\|22.00\|22.24\|20.25\|2986076;2026-08-25\|21.40\|2.84\|20.66\|22.04\|19.60\|2856683;2026-08-26\|22.48\|5.05\|21.72\|23.45\|20.28\|3392435;2026-08-27\|23.64\|5.16\|22.44\|24.20\|22.15\|3021195;2026-08-28\|22.23\|-5.96\|23.08\|23.55\|22.16\|2477541;2026-08-31\|22.22\|-0.04\|21.12\|22.44\|21.12\|1589347;2026-09-01\|21.15\|-4.82\|22.00\|22.09\|21.13\|1359608;2026-09-02\|21.46\|1.47\|20.74\|21.99\|20.71\|1499832;2026-09-03\|21.06\|-1.86\|21.51\|21.71\|20.65\|1282850;2026-09-04\|20.38\|-3.23\|21.20\|21.60\|20.20\|1459620;2026-09-07\|21.10\|3.53\|20.67\|21.29\|20.40\|1211556;2026-09-08\|21.45\|1.66\|21.12\|21.99\|20.90\|1789018;2026-09-09\|22.22\|3.59\|21.94\|22.57\|21.50\|1956987;2026-09-10\|21.02\|-5.40\|21.61\|22.00\|21.00\|1233708;2026-09-11\|21.19\|0.81\|20.10\|21.48\|20.10\|1246619;2026-09-14\|20.21\|-4.62\|20.61\|20.64\|19.74\|1096198;2026-09-15\|22.23\|10.00\|19.78\|22.23\|19.70\|2670494;2026-09-16\|24.45\|9.99\|22.44\|24.45\|22.43\|2882574;2026-09-17\|23.67\|-3.19\|24.48\|24.85\|23.54\|2660392;2026-09-18\|23.78\|0.46\|24.05\|24.30\|23.31\|1904187;2026-09-21\|24.59\|3.41\|24.23\|24.59\|23.60\|2102409;2026-09-22\|24.03\|-2.28\|24.86\|25.40\|23.90\|2237378;2026-09-23\|24.28\|1.04\|24.45\|24.52\|23.10\|1673050;2026-09-24\|23.80\|-1.98\|24.02\|24.93\|23.75\|1703554;2026-09-28\|21.42\|-10.00\|23.60\|23.80\|21.42\|1127302;2026-09-29\|20.62\|-3.73\|20.01\|20.90\|20.01\|1232805;2026-09-30\|20.04\|-2.81\|20.88\|20.99\|19.86\|973021;2026-10-08\|19.78\|-1.30\|20.15\|21.19\|19.50\|1080419;2026-10-09\|18.86\|-4.65\|19.42\|19.50\|17.81\|1374632;2026-10-12\|17.63\|-6.52\|18.60\|18.76\|17.56\|859816;2026-10-13\|18.35\|4.08\|17.12\|18.69\|16.70\|1153813;2026-10-14\|17.66\|-3.76\|18.31\|18.63\|17.62\|695758;2026-10-15\|17.04\|-3.51\|17.01\|17.59\|16.86\|723108;2026-10-16\|17.28\|1.41\|17.51\|18.21\|16.91\|1061333;2026-10-19\|17.65\|2.14\|17.51\|17.83\|16.33\|1189028;2026-10-20\|17.86\|1.19\|17.60\|18.28\|17.38\|1218789;2026-10-21\|17.89\|0.17\|17.97\|18.45\|17.76\|1013169;2026-10-22\|16.50\|-7.77\|17.92\|17.99\|16.50\|1034547;2026-10-23\|16.41\|-0.55\|16.04\|16.57\|15.16\|1075134;2026-10-26\|15.54\|-5.30\|16.12\|16.20\|15.40\|688410;2026-10-27\|14.72\|-5.28\|15.88\|15.99\|14.72\|681251;2026-10-28\|15.28\|3.80\|15.02\|15.34\|14.69\|834535;2026-10-29\|14.30\|-6.41\|15.28\|15.52\|14.28\|887542;2026-10-30\|13.49\|-5.66\|13.78\|14.49\|13.30\|865370;2026-11-02\|13.90\|3.04\|13.77\|14.09\|13.30\|842268;2026-11-03\|12.94\|-6.91\|13.85\|14.03\|12.83\|879341;2026-11-04\|13.77\|6.41\|13.10\|13.88\|12.36\|1209426;2026-11-05\|14.01\|1.74\|13.34\|14.43\|13.34\|1132667;2026-11-06\|13.36\|-4.64\|13.20\|13.74\|12.85\|806038
130033	电子布、铜箔及CCL价格持续上行	股权激励+HDI板+AI服务器电源行业原因： 1、8月底以来，建滔、松下、南亚相继上调覆铜板报价，涨幅最高达30%。 2、国金证券9月6日研报指出，AI高端新品已于7月底至8月中旬陆续出货量产，下半年新品拉货及价格传导改善，有望推动PCB盈利修复。公司原因： 1、据2026年9月11日公告，公司限制性股票激励计划首次授予对象为董事、高管及核心岗位人员，不含独立董事、5%以上股东及实际控制人。 2、据2026年8月28日公告，公司1.35亿元HDI技改项目已竣工投产，产品面向汽车电子、智能终端、工业控制及AI服务器电源等领域。 3、据2026年8月28日公告，公司聚焦服务器电源、具身智能等赛道，上半年实现营业收入7.73亿元，同比增长14.74%，在手订单饱满。	公司拟3.3亿元投建高端PCB定制化生产基地，产品以高性能、高可靠性的多层铝基盲孔板、阶梯槽PCB、热电分离铜基板、microled板、高多层厚铜板、多层特种线圈板、高频雷达板等高端定制化PCB产品为主	2026-06-29\|34.46\|-10.00\|38.01\|38.40\|34.46\|53150;2026-06-30\|36.16\|4.93\|33.98\|36.20\|33.39\|48193;2026-07-01\|33.56\|-5.89\|35.60\|36.36\|33.40\|49354;2026-07-02\|32.47\|-3.25\|33.01\|34.56\|31.90\|43220;2026-07-03\|32.51\|0.12\|32.79\|33.55\|32.21\|35193;2026-07-06\|31.19\|-4.06\|32.56\|32.89\|30.86\|33713;2026-07-07\|29.99\|-3.85\|31.19\|31.55\|29.70\|34072;2026-07-08\|28.85\|-3.80\|30.50\|30.51\|28.67\|25429;2026-07-09\|29.65\|2.77\|28.99\|29.78\|27.72\|31718;2026-07-10\|28.66\|-3.34\|29.64\|30.13\|28.60\|30670;2026-07-13\|26.11\|-8.90\|28.42\|28.61\|26.08\|30180;2026-07-14\|27.66\|5.94\|26.28\|27.76\|25.85\|37148;2026-07-15\|26.22\|-5.21\|27.87\|27.87\|26.12\|26973;2026-07-16\|25.56\|-2.52\|25.90\|26.75\|25.46\|27368;2026-07-17\|24.29\|-4.97\|25.40\|25.60\|23.82\|34455;2026-07-20\|22.65\|-6.75\|24.21\|24.58\|22.11\|32170;2026-07-21\|24.04\|6.14\|22.80\|24.19\|21.31\|43206;2026-07-22\|23.33\|-2.95\|23.82\|24.25\|23.20\|28894;2026-07-23\|23.72\|1.67\|23.40\|24.07\|23.26\|18356;2026-07-24\|23.33\|-1.64\|23.40\|23.95\|23.05\|15951;2026-07-27\|24.00\|2.87\|23.11\|24.00\|23.04\|21339;2026-07-28\|23.36\|-2.67\|23.84\|24.10\|23.30\|19059;2026-07-29\|23.66\|1.28\|23.47\|23.72\|22.95\|23087;2026-07-30\|22.78\|-3.72\|23.37\|23.77\|22.56\|23355;2026-07-31\|23.40\|2.72\|23.55\|23.97\|23.40\|27251;2026-08-03\|23.87\|2.01\|23.11\|23.97\|23.11\|24221;2026-08-04\|24.72\|3.56\|23.99\|24.80\|23.99\|24704;2026-08-05\|25.41\|2.79\|24.52\|25.61\|24.50\|30382;2026-08-06\|25.90\|1.93\|25.29\|26.10\|25.07\|22845;2026-08-07\|27.09\|4.59\|25.88\|27.24\|25.88\|36089;2026-08-10\|26.81\|-1.03\|27.08\|27.10\|26.08\|23431;2026-08-11\|26.64\|-0.63\|26.90\|26.96\|26.37\|15489;2026-08-12\|27.25\|2.29\|26.62\|27.39\|26.62\|18669;2026-08-13\|26.66\|-2.17\|27.53\|27.83\|26.66\|18890;2026-08-14\|27.18\|1.95\|26.80\|27.24\|26.73\|17721;2026-08-17\|28.03\|3.13\|27.18\|28.13\|27.03\|22014;2026-08-18\|27.93\|-0.36\|28.09\|28.50\|27.52\|19029;2026-08-19\|26.24\|-6.05\|27.45\|27.65\|26.06\|23743;2026-08-20\|26.64\|1.52\|26.68\|27.16\|26.41\|16198;2026-08-21\|26.89\|0.94\|26.68\|27.00\|26.11\|16439;2026-08-24\|26.50\|-1.45\|26.89\|26.89\|25.89\|16418;2026-08-25\|26.88\|1.43\|26.59\|27.05\|25.55\|22681;2026-08-26\|26.95\|0.26\|26.97\|27.27\|26.35\|15200;2026-08-27\|27.60\|2.41\|26.84\|27.97\|26.84\|21561;2026-08-28\|27.32\|-1.01\|27.53\|27.97\|27.00\|27216;2026-08-31\|28.41\|3.99\|27.23\|28.44\|27.03\|22765;2026-09-01\|27.69\|-2.53\|28.25\|28.39\|27.53\|22502;2026-09-02\|27.61\|-0.29\|27.41\|27.78\|27.19\|15338;2026-09-03\|27.93\|1.16\|27.88\|28.16\|27.37\|15796;2026-09-04\|27.47\|-1.65\|28.01\|28.50\|27.30\|15900;2026-09-07\|28.54\|3.90\|27.53\|28.65\|27.53\|23494;2026-09-08\|28.73\|0.67\|28.39\|29.20\|28.39\|23635;2026-09-09\|29.64\|3.17\|28.85\|30.10\|28.77\|35198;2026-09-10\|30.28\|2.16\|29.50\|30.39\|29.03\|49935;2026-09-11\|33.31\|10.01\|30.00\|33.31\|29.80\|97322;2026-09-14\|36.64\|10.00\|32.68\|36.64\|31.82\|160174;2026-09-15\|40.30\|9.99\|36.30\|40.30\|36.30\|186978;2026-09-16\|44.33\|10.00\|40.50\|44.33\|40.16\|108626;2026-09-17\|48.76\|9.99\|47.00\|48.76\|45.00\|225974;2026-09-18\|47.40\|-2.79\|49.00\|50.62\|46.68\|261563;2026-09-21\|48.43\|2.17\|48.00\|49.99\|45.00\|255031;2026-09-22\|53.27\|9.99\|48.50\|53.27\|47.70\|255940;2026-09-23\|58.60\|10.01\|52.63\|58.60\|52.47\|218978;2026-09-24\|60.20\|2.73\|58.00\|60.45\|56.70\|222884;2026-09-28\|54.18\|-10.00\|60.25\|60.25\|54.18\|54386;2026-09-29\|59.60\|10.00\|51.01\|59.60\|51.01\|220065;2026-09-30\|53.64\|-10.00\|59.60\|60.00\|53.64\|132766;2026-10-08\|48.50\|-9.58\|52.57\|52.89\|48.28\|185422;2026-10-09\|53.35\|10.00\|48.01\|53.35\|47.12\|211891;2026-10-12\|54.90\|2.91\|49.98\|58.00\|48.61\|207225;2026-10-13\|60.39\|10.00\|55.28\|60.39\|54.01\|185063;2026-10-14\|64.08\|6.11\|62.62\|66.43\|61.50\|237652;2026-10-15\|70.49\|10.00\|62.01\|70.49\|62.01\|219092;2026-10-16\|65.83\|-6.61\|71.70\|71.80\|63.46\|223008;2026-10-19\|72.41\|10.00\|67.64\|72.41\|64.50\|237501;2026-10-20\|70.74\|-2.31\|69.88\|76.18\|69.00\|257216;2026-10-21\|67.19\|-5.02\|71.94\|72.00\|66.38\|193411;2026-10-22\|65.30\|-2.81\|68.13\|70.27\|63.85\|198179;2026-10-23\|59.96\|-8.18\|60.12\|66.90\|58.87\|213118;2026-10-26\|53.96\|-10.01\|58.78\|58.90\|53.96\|69406;2026-10-27\|49.28\|-8.67\|54.30\|55.63\|49.28\|209599;2026-10-28\|50.77\|3.02\|51.26\|53.08\|50.02\|167501;2026-10-29\|45.69\|-10.01\|49.36\|49.70\|45.69\|144745;2026-10-30\|50.26\|10.00\|44.51\|50.26\|43.19\|152692;2026-11-02\|53.05\|5.55\|50.30\|53.83\|47.51\|236802;2026-11-03\|56.42\|6.35\|51.51\|58.36\|49.03\|248814;2026-11-04\|60.40\|7.05\|54.90\|62.00\|52.21\|268020;2026-11-05\|55.80\|-7.62\|56.05\|60.55\|55.80\|213672;2026-11-06\|50.22\|-10.00\|50.22\|53.04\|50.22\|137328
130032		光纤油膏+POF热收缩膜+子公司完成增资 1、据2026年5月13日业绩说明会，众立光纤油膏SEP订单保持连续稳定增长，预计增长20%至30%，长飞下属子公司为其客户并保持稳定供应。 2、据2026年8月24日半年报，公司为全球POF热收缩膜产能规模最大的企业，产品市场占有率位居全球第二位。 3、据中国证券报2026年9月14日报道，控股子公司众立合成完成增资，注册资本增至12.42亿元，公司持股68.31%，增资款已足额缴纳。	1、控股子公司众立合成材料的SEP光纤油膏、SEPS成人用品弹性体已批量供货，技术国内领先； 2、控股子公司众立合成材料所开发的氢化苯乙烯/异戊二烯嵌段共聚物（SEPS）系列产品可用于实体娃娃等成人用品领域，已经具备成熟的规模化生产能力	2026-06-29\|8.31\|5.32\|7.95\|8.44\|7.95\|1220921;2026-06-30\|7.97\|-4.09\|8.05\|8.24\|7.48\|1034605;2026-07-01\|7.17\|-10.04\|7.94\|7.99\|7.17\|1285583;2026-07-02\|6.45\|-10.04\|6.65\|6.81\|6.45\|1099151;2026-07-03\|5.99\|-7.13\|6.36\|6.45\|5.97\|914190;2026-07-06\|5.84\|-2.50\|6.02\|6.03\|5.75\|548885;2026-07-07\|5.71\|-2.23\|5.82\|5.96\|5.65\|381553;2026-07-08\|5.33\|-6.66\|5.65\|5.70\|5.32\|502425;2026-07-09\|5.36\|0.56\|5.31\|5.41\|5.06\|564162;2026-07-10\|5.20\|-2.99\|5.31\|5.43\|5.20\|457509;2026-07-13\|4.76\|-8.46\|5.15\|5.18\|4.76\|489057;2026-07-14\|4.97\|4.41\|4.73\|4.97\|4.70\|394718;2026-07-15\|4.87\|-2.01\|4.98\|5.03\|4.84\|302842;2026-07-16\|4.84\|-0.62\|4.85\|4.96\|4.81\|270045;2026-07-17\|4.68\|-3.31\|4.82\|4.88\|4.63\|313527;2026-07-20\|4.47\|-4.49\|4.71\|4.82\|4.40\|362254;2026-07-21\|4.57\|2.24\|4.49\|4.58\|4.19\|408490;2026-07-22\|4.32\|-5.47\|4.52\|4.58\|4.32\|319444;2026-07-23\|4.47\|3.47\|4.35\|4.48\|4.32\|272676;2026-07-24\|4.34\|-2.91\|4.41\|4.46\|4.33\|215135;2026-07-27\|4.77\|9.91\|4.35\|4.77\|4.32\|368861;2026-07-28\|4.77\|0.00\|4.76\|4.85\|4.69\|431593;2026-07-29\|4.84\|1.47\|4.75\|4.85\|4.68\|350877;2026-07-30\|4.83\|-0.21\|4.78\|4.87\|4.72\|326429;2026-07-31\|4.92\|1.86\|4.93\|4.97\|4.87\|338719;2026-08-03\|5.01\|1.83\|4.89\|5.01\|4.86\|277444;2026-08-04\|5.00\|-0.20\|5.02\|5.04\|4.95\|268610;2026-08-05\|5.04\|0.80\|4.96\|5.06\|4.96\|283784;2026-08-06\|5.02\|-0.40\|5.04\|5.09\|4.94\|281597;2026-08-07\|4.99\|-0.60\|5.02\|5.06\|4.89\|238411;2026-08-10\|5.07\|1.60\|5.03\|5.07\|4.89\|301340;2026-08-11\|5.04\|-0.59\|5.07\|5.11\|4.98\|219555;2026-08-12\|5.10\|1.19\|5.04\|5.11\|5.01\|215190;2026-08-13\|4.98\|-2.35\|5.12\|5.16\|4.95\|244202;2026-08-14\|5.05\|1.41\|4.98\|5.07\|4.94\|248248;2026-08-17\|5.13\|1.58\|5.06\|5.14\|4.98\|248412;2026-08-18\|5.04\|-1.75\|5.12\|5.13\|4.99\|241207;2026-08-19\|4.81\|-4.56\|4.99\|5.01\|4.81\|266639;2026-08-20\|5.14\|6.86\|4.89\|5.24\|4.85\|505241;2026-08-21\|5.11\|-0.58\|5.09\|5.15\|5.02\|284873;2026-08-24\|5.24\|2.54\|5.19\|5.33\|5.15\|568654;2026-08-25\|5.39\|2.86\|5.18\|5.42\|5.12\|485793;2026-08-26\|5.30\|-1.67\|5.38\|5.41\|5.29\|337527;2026-08-27\|5.32\|0.38\|5.34\|5.35\|5.25\|270630;2026-08-28\|5.28\|-0.75\|5.29\|5.32\|5.24\|262780;2026-08-31\|5.29\|0.19\|5.23\|5.30\|5.20\|186846;2026-09-01\|5.31\|0.38\|5.28\|5.38\|5.27\|192263;2026-09-02\|5.34\|0.56\|5.28\|5.38\|5.25\|251944;2026-09-03\|5.25\|-1.69\|5.33\|5.39\|5.22\|260995;2026-09-04\|5.19\|-1.14\|5.25\|5.29\|5.13\|233510;2026-09-07\|5.22\|0.58\|5.18\|5.25\|5.16\|125594;2026-09-08\|5.25\|0.57\|5.23\|5.26\|5.21\|151034;2026-09-09\|5.24\|-0.19\|5.25\|5.30\|5.22\|161892;2026-09-10\|5.13\|-2.10\|5.21\|5.23\|5.10\|191664;2026-09-11\|5.16\|0.58\|5.09\|5.28\|5.02\|277398;2026-09-14\|5.28\|2.33\|5.17\|5.40\|5.16\|313878;2026-09-15\|5.81\|10.04\|5.30\|5.81\|5.23\|1155563;2026-09-16\|5.95\|2.41\|5.86\|6.15\|5.82\|1476096;2026-09-17\|5.93\|-0.34\|5.81\|5.98\|5.76\|1000885;2026-09-18\|6.09\|2.70\|5.86\|6.21\|5.85\|1115404;2026-09-21\|6.25\|2.63\|6.02\|6.35\|5.91\|979388;2026-09-22\|5.95\|-4.80\|6.18\|6.19\|5.91\|868218;2026-09-23\|5.76\|-3.19\|5.94\|5.95\|5.74\|593065;2026-09-24\|5.59\|-2.95\|5.72\|5.73\|5.57\|413521;2026-09-28\|5.25\|-6.08\|5.57\|5.57\|5.21\|517449;2026-09-29\|5.34\|1.71\|5.21\|5.38\|5.20\|298698;2026-09-30\|5.26\|-1.50\|5.36\|5.39\|5.22\|214387;2026-10-08\|5.27\|0.19\|5.31\|5.43\|5.22\|271682;2026-10-09\|5.27\|0.00\|5.33\|5.34\|5.05\|309413;2026-10-12\|5.17\|-1.90\|5.25\|5.36\|5.17\|223626;2026-10-13\|5.27\|1.93\|5.08\|5.28\|5.00\|288837;2026-10-14\|5.13\|-2.66\|5.25\|5.27\|5.13\|170111;2026-10-15\|4.97\|-3.12\|5.00\|5.12\|4.96\|237665;2026-10-16\|4.94\|-0.60\|5.08\|5.08\|4.88\|223870;2026-10-19\|4.89\|-1.01\|4.89\|4.94\|4.74\|245855;2026-10-20\|5.00\|2.25\|4.86\|5.07\|4.84\|213609;2026-10-21\|4.97\|-0.60\|5.00\|5.05\|4.95\|150858;2026-10-22\|4.84\|-2.62\|5.00\|5.07\|4.84\|199966;2026-10-23\|4.87\|0.62\|4.76\|4.88\|4.51\|342393;2026-10-26\|4.78\|-1.85\|4.82\|4.89\|4.76\|166598;2026-10-27\|4.58\|-4.18\|4.81\|4.83\|4.58\|179847;2026-10-28\|4.82\|5.24\|4.78\|4.82\|4.65\|272996;2026-10-29\|4.70\|-2.49\|4.75\|4.84\|4.68\|224314;2026-10-30\|4.52\|-3.83\|4.68\|4.74\|4.52\|235888;2026-11-02\|4.60\|1.77\|4.53\|4.63\|4.48\|192074;2026-11-03\|5.06\|10.00\|4.65\|5.06\|4.62\|724521;2026-11-04\|4.92\|-2.77\|4.94\|4.98\|4.75\|760662;2026-11-05\|4.99\|1.42\|4.88\|5.00\|4.84\|470464;2026-11-06\|4.84\|-3.01\|4.73\|4.94\|4.73\|324684
130031	欧洲海风需求有望提升	抽水蓄能+海上风电+新能源发电 1、据2026年6-7月投资者关系活动记录表，公司已完成收购永泰抽水蓄能51%股权，项目装机容量120万千瓦，已并表并带来利润贡献。 2、据2026年半年度报告，公司主营风电、光伏、生物质发电及抽水蓄能，控股并网装机容量219.93万千瓦，其中抽水蓄能120万千瓦、风电94.93万千瓦。 3、据2026年6-7月投资者关系活动记录表，公司“十五五”期间将推进海上风电规模化发展，推动长乐B区海上风电等项目建设。	福建省最早介入风电项目前期工作和开发建设的风电企业之一	2026-06-29\|5.06\|1.40\|4.90\|5.07\|4.87\|238510;2026-06-30\|5.15\|1.78\|5.30\|5.30\|5.08\|288187;2026-07-01\|5.16\|0.19\|5.10\|5.22\|5.06\|294130;2026-07-02\|5.13\|-0.58\|5.13\|5.29\|5.10\|227006;2026-07-03\|5.13\|0.00\|5.12\|5.18\|5.09\|187199;2026-07-06\|5.06\|-1.36\|5.14\|5.15\|5.04\|175786;2026-07-07\|4.89\|-3.36\|5.05\|5.06\|4.89\|192872;2026-07-08\|4.77\|-1.85\|4.87\|4.88\|4.75\|163409;2026-07-09\|4.72\|-1.05\|4.78\|4.82\|4.64\|224080;2026-07-10\|4.81\|1.91\|4.76\|4.90\|4.69\|219519;2026-07-13\|4.73\|-1.66\|4.82\|4.85\|4.69\|187025;2026-07-14\|4.83\|2.11\|4.72\|4.85\|4.70\|170274;2026-07-15\|4.90\|1.45\|4.81\|4.91\|4.78\|180828;2026-07-16\|4.86\|-0.82\|4.94\|4.94\|4.83\|186527;2026-07-17\|4.90\|0.82\|4.83\|5.03\|4.81\|360544;2026-07-20\|5.19\|5.92\|4.88\|5.22\|4.88\|480235;2026-07-21\|5.15\|-0.77\|5.10\|5.20\|5.03\|380189;2026-07-22\|5.28\|2.52\|5.08\|5.28\|5.06\|443651;2026-07-23\|5.39\|2.08\|5.19\|5.45\|5.13\|468295;2026-07-24\|5.09\|-5.57\|5.31\|5.36\|5.07\|376889;2026-07-27\|5.30\|4.13\|5.02\|5.32\|5.01\|309446;2026-07-28\|5.26\|-0.75\|5.23\|5.30\|5.18\|194558;2026-07-29\|5.34\|1.52\|5.26\|5.37\|5.19\|243886;2026-07-30\|5.33\|-0.19\|5.30\|5.42\|5.27\|205281;2026-07-31\|5.33\|0.00\|5.32\|5.40\|5.29\|196085;2026-08-03\|5.41\|1.50\|5.36\|5.43\|5.33\|181939;2026-08-04\|5.37\|-0.74\|5.42\|5.46\|5.36\|163113;2026-08-05\|5.31\|-1.12\|5.36\|5.36\|5.27\|226095;2026-08-06\|5.26\|-0.94\|5.28\|5.30\|5.18\|225199;2026-08-07\|5.25\|-0.19\|5.26\|5.29\|5.16\|191802;2026-08-10\|5.32\|1.33\|5.26\|5.33\|5.23\|191869;2026-08-11\|5.25\|-1.32\|5.32\|5.34\|5.21\|172847;2026-08-12\|5.24\|-0.19\|5.26\|5.28\|5.19\|155436;2026-08-13\|5.22\|-0.38\|5.24\|5.28\|5.20\|176314;2026-08-14\|5.06\|-3.07\|5.23\|5.24\|5.03\|225374;2026-08-17\|5.11\|0.99\|5.08\|5.13\|5.03\|148084;2026-08-18\|5.05\|-1.17\|5.09\|5.12\|5.04\|129392;2026-08-19\|4.93\|-2.38\|5.05\|5.09\|4.90\|177070;2026-08-20\|4.94\|0.20\|4.94\|4.98\|4.91\|97070;2026-08-21\|4.90\|-0.81\|4.94\|4.94\|4.87\|99270;2026-08-24\|4.91\|0.20\|4.91\|4.94\|4.87\|105474;2026-08-25\|4.98\|1.43\|4.89\|4.99\|4.89\|101178;2026-08-26\|5.02\|0.80\|4.94\|5.04\|4.94\|98443;2026-08-27\|5.07\|1.00\|4.99\|5.07\|4.94\|138254;2026-08-28\|5.25\|3.55\|5.08\|5.29\|5.07\|279573;2026-08-31\|5.05\|-3.81\|5.20\|5.20\|5.03\|242350;2026-09-01\|5.16\|2.18\|5.05\|5.18\|5.02\|195435;2026-09-02\|5.14\|-0.39\|5.15\|5.19\|5.10\|153642;2026-09-03\|5.18\|0.78\|5.12\|5.25\|5.10\|154501;2026-09-04\|5.26\|1.54\|5.19\|5.31\|5.18\|192641;2026-09-07\|5.18\|-1.52\|5.26\|5.30\|5.17\|134255;2026-09-08\|5.26\|1.54\|5.19\|5.27\|5.17\|129048;2026-09-09\|5.40\|2.66\|5.25\|5.41\|5.21\|277569;2026-09-10\|5.45\|0.93\|5.38\|5.64\|5.33\|539834;2026-09-11\|5.54\|1.65\|5.59\|5.67\|5.33\|729804;2026-09-14\|5.72\|3.25\|5.53\|5.80\|5.50\|775699;2026-09-15\|6.29\|9.96\|5.60\|6.29\|5.51\|1949411;2026-09-16\|6.28\|-0.16\|6.10\|6.48\|5.96\|1616892;2026-09-17\|5.93\|-5.57\|5.97\|6.20\|5.65\|1101432;2026-09-18\|6.18\|4.22\|6.04\|6.52\|5.86\|1650834;2026-09-21\|5.91\|-4.37\|6.00\|6.14\|5.89\|1182928;2026-09-22\|5.70\|-3.55\|5.86\|5.89\|5.58\|1122691;2026-09-23\|5.37\|-5.79\|5.59\|5.60\|5.35\|716058;2026-09-24\|5.53\|2.98\|5.34\|5.59\|5.28\|726365;2026-09-28\|5.38\|-2.71\|5.40\|5.48\|5.30\|469442;2026-09-29\|5.55\|3.16\|5.42\|5.75\|5.40\|773634;2026-09-30\|5.60\|0.90\|5.55\|5.64\|5.50\|556228;2026-10-08\|5.67\|1.25\|5.55\|5.71\|5.53\|546642;2026-10-09\|5.60\|-1.23\|5.63\|5.66\|5.52\|460218;2026-10-12\|5.51\|-1.61\|5.58\|5.64\|5.46\|401291;2026-10-13\|5.53\|0.36\|5.47\|5.58\|5.38\|257052;2026-10-14\|5.62\|1.63\|5.51\|5.68\|5.50\|351465;2026-10-15\|5.45\|-3.02\|5.53\|5.61\|5.33\|281551;2026-10-16\|5.52\|1.28\|5.44\|5.61\|5.44\|282797;2026-10-19\|5.45\|-1.27\|5.48\|5.52\|5.38\|189141;2026-10-20\|5.30\|-2.75\|5.45\|5.47\|5.24\|266277;2026-10-21\|5.42\|2.26\|5.30\|5.49\|5.28\|254443;2026-10-22\|5.21\|-3.87\|5.39\|5.50\|5.20\|212220;2026-10-23\|5.22\|0.19\|5.21\|5.23\|5.00\|211332;2026-10-26\|5.12\|-1.92\|5.21\|5.22\|5.08\|149524;2026-10-27\|5.03\|-1.76\|5.13\|5.17\|5.03\|130755;2026-10-28\|5.04\|0.20\|5.03\|5.07\|5.00\|125757;2026-10-29\|4.96\|-1.59\|5.03\|5.05\|4.94\|160118;2026-10-30\|4.88\|-1.61\|4.89\|5.00\|4.86\|140778;2026-11-02\|4.92\|0.82\|4.88\|4.98\|4.88\|209999;2026-11-03\|5.00\|1.63\|4.89\|5.02\|4.88\|165333;2026-11-04\|5.12\|2.40\|5.01\|5.13\|5.00\|228996;2026-11-05\|5.21\|1.76\|5.07\|5.22\|5.07\|213632;2026-11-06\|5.22\|0.19\|5.12\|5.42\|5.07\|386984
130030		热电联产+弗迪电池供热+储能 1、据2026年6月17日互动易，公司已于2026年5月开始向绍兴弗迪电池有限公司供汽，供热量增加明显，后续随着弗迪电池产能逐步爬坡，供汽量有望持续提升，将进一步增厚公司热力业务收益。 2、据2025年年度报告，公司是浙江省嵊州市唯一公用热电联产企业，主营蒸汽、电力及压缩空气供应，2025年综合热效率达85.85%。 3、据2026年5月20日业绩说明会，容量电价政策落地使储能业务盈利模式更加完善，公司100MW/220MWh电网侧储能可参与调频、调峰等多种辅助服务，多元收益渠道全面打通，项目经济性大幅改善。	公司专业从事热电联产业务	2026-06-29\|7.63\|-1.17\|7.58\|7.75\|7.41\|97451;2026-06-30\|7.71\|1.05\|7.63\|7.74\|7.47\|82951;2026-07-01\|7.81\|1.30\|7.67\|7.85\|7.66\|105243;2026-07-02\|7.83\|0.26\|7.81\|8.05\|7.77\|117878;2026-07-03\|8.00\|2.17\|7.83\|8.09\|7.66\|105229;2026-07-06\|7.76\|-3.00\|8.08\|8.16\|7.75\|94816;2026-07-07\|7.49\|-3.48\|7.73\|7.80\|7.45\|74691;2026-07-08\|7.29\|-2.67\|7.54\|7.54\|7.25\|75236;2026-07-09\|7.38\|1.23\|7.33\|7.48\|7.18\|85898;2026-07-10\|7.55\|2.30\|7.47\|7.74\|7.26\|106222;2026-07-13\|7.16\|-5.17\|7.54\|7.58\|7.13\|97374;2026-07-14\|7.30\|1.96\|7.13\|7.31\|7.05\|78199;2026-07-15\|7.35\|0.68\|7.30\|7.53\|7.26\|70326;2026-07-16\|7.27\|-1.09\|7.35\|7.40\|7.21\|61412;2026-07-17\|7.15\|-1.65\|7.23\|7.44\|7.07\|149927;2026-07-20\|7.27\|1.68\|7.10\|7.47\|7.08\|184910;2026-07-21\|6.98\|-3.99\|7.20\|7.20\|6.66\|194300;2026-07-22\|7.68\|10.03\|6.87\|7.68\|6.82\|102641;2026-07-23\|8.45\|10.03\|8.34\|8.45\|8.17\|136471;2026-07-24\|8.64\|2.25\|8.65\|9.00\|8.05\|644509;2026-07-27\|8.39\|-2.89\|7.78\|8.75\|7.78\|453030;2026-07-28\|9.23\|10.01\|8.13\|9.23\|8.13\|522124;2026-07-29\|8.74\|-5.31\|9.15\|9.17\|8.33\|520815;2026-07-30\|8.19\|-6.29\|8.58\|8.70\|8.10\|378296;2026-07-31\|8.32\|1.59\|7.93\|8.42\|7.88\|269389;2026-08-03\|8.44\|1.44\|8.31\|8.52\|8.28\|208837;2026-08-04\|8.55\|1.30\|8.45\|8.69\|8.42\|217922;2026-08-05\|8.57\|0.23\|8.60\|8.77\|8.43\|203391;2026-08-06\|8.52\|-0.58\|8.53\|8.57\|8.39\|153847;2026-08-07\|8.48\|-0.47\|8.52\|8.52\|8.30\|113160;2026-08-10\|9.33\|10.02\|8.51\|9.33\|8.47\|217329;2026-08-11\|9.10\|-2.47\|9.43\|9.55\|9.02\|383915;2026-08-12\|9.09\|-0.11\|9.07\|9.29\|9.02\|199705;2026-08-13\|9.05\|-0.44\|9.11\|9.18\|8.97\|223610;2026-08-14\|8.66\|-4.31\|9.10\|9.10\|8.56\|196257;2026-08-17\|9.53\|10.05\|8.55\|9.53\|8.40\|310123;2026-08-18\|9.72\|1.99\|9.54\|9.96\|9.47\|381794;2026-08-19\|9.14\|-5.97\|9.70\|10.00\|9.06\|253032;2026-08-20\|9.01\|-1.42\|9.18\|9.50\|9.00\|208205;2026-08-21\|9.21\|2.22\|8.99\|9.90\|8.94\|396636;2026-08-24\|8.92\|-3.15\|8.63\|9.10\|8.45\|339853;2026-08-25\|9.00\|0.90\|8.71\|9.39\|8.71\|275878;2026-08-26\|9.90\|10.00\|8.91\|9.90\|8.65\|271691;2026-08-27\|9.79\|-1.11\|10.01\|10.23\|9.65\|544969;2026-08-28\|10.16\|3.78\|9.83\|10.44\|9.68\|532622;2026-08-31\|10.59\|4.23\|10.43\|10.81\|10.05\|548560;2026-09-01\|10.92\|3.12\|10.23\|11.07\|10.10\|462702;2026-09-02\|10.20\|-6.59\|10.52\|10.60\|10.00\|319282;2026-09-03\|10.34\|1.37\|10.11\|10.98\|10.00\|320892;2026-09-04\|10.68\|3.29\|10.35\|10.87\|10.18\|361196;2026-09-07\|10.26\|-3.93\|10.50\|10.59\|10.10\|251791;2026-09-08\|10.21\|-0.49\|10.15\|10.48\|9.77\|278179;2026-09-09\|11.23\|9.99\|10.09\|11.23\|9.84\|647426;2026-09-10\|10.65\|-5.16\|11.13\|11.23\|10.60\|503393;2026-09-11\|10.85\|1.88\|10.61\|11.13\|10.30\|436769;2026-09-14\|10.50\|-3.23\|10.89\|11.55\|10.43\|432781;2026-09-15\|11.55\|10.00\|10.30\|11.55\|10.16\|615996;2026-09-16\|11.09\|-3.98\|11.55\|12.31\|10.89\|605648;2026-09-17\|12.20\|10.01\|11.09\|12.20\|10.74\|554768;2026-09-18\|12.35\|1.23\|12.15\|12.80\|11.91\|611042;2026-09-21\|12.16\|-1.54\|12.09\|12.47\|12.00\|356976;2026-09-22\|11.82\|-2.80\|12.10\|12.14\|11.78\|311464;2026-09-23\|12.41\|4.99\|11.80\|12.61\|11.56\|500912;2026-09-24\|12.05\|-2.90\|12.00\|12.40\|11.72\|316858;2026-09-28\|12.06\|0.08\|11.85\|12.69\|11.75\|331381;2026-09-29\|11.77\|-2.40\|11.68\|12.44\|11.38\|299629;2026-09-30\|10.59\|-10.03\|11.77\|11.97\|10.59\|325504;2026-10-08\|10.35\|-2.27\|10.11\|10.66\|10.03\|297730;2026-10-09\|10.45\|0.97\|10.15\|10.56\|9.71\|265686;2026-10-12\|9.80\|-6.22\|10.35\|10.48\|9.79\|175752;2026-10-13\|9.78\|-0.20\|9.66\|9.86\|9.26\|196403;2026-10-14\|9.49\|-2.97\|9.76\|9.80\|9.46\|114228;2026-10-15\|9.04\|-4.74\|9.21\|9.34\|9.00\|126615;2026-10-16\|8.95\|-1.00\|9.22\|9.29\|8.89\|105648;2026-10-19\|8.90\|-0.56\|8.90\|9.00\|8.60\|98298;2026-10-20\|8.89\|-0.11\|8.86\|9.05\|8.79\|93990;2026-10-21\|8.87\|-0.23\|8.90\|9.03\|8.83\|77783;2026-10-22\|8.50\|-4.17\|8.85\|8.87\|8.48\|92883;2026-10-23\|8.57\|0.82\|8.41\|8.61\|8.01\|125014;2026-10-26\|8.35\|-2.57\|8.47\|8.56\|8.30\|69766;2026-10-27\|8.15\|-2.40\|8.38\|8.48\|8.15\|62908;2026-10-28\|8.17\|0.25\|8.17\|8.28\|8.09\|61272;2026-10-29\|7.99\|-2.20\|8.23\|8.35\|7.96\|69804;2026-10-30\|7.75\|-3.00\|7.91\|8.10\|7.74\|81616;2026-11-02\|7.99\|3.10\|7.82\|8.00\|7.69\|105178;2026-11-03\|7.91\|-1.00\|7.99\|8.12\|7.85\|86954;2026-11-04\|8.00\|1.14\|7.91\|8.03\|7.60\|120198;2026-11-05\|8.23\|2.88\|7.96\|8.28\|7.93\|113596;2026-11-06\|8.37\|1.70\|8.01\|8.63\|7.98\|317165
130029	大模型巨头称需放缓新模型开发	AI应用+算力+深圳国资行业原因： 1、据诚通证券8月1日研报，海外科技巨头微软、亚马逊最新财报显示AI云业务收入强劲增长，全球AI产业从投入期步入回报期的逻辑得到确认。 2、国产大模型取得重要进展，OpenAI迫于中国模型价格压力开始大幅降价，入门版本luna降价80%。本轮大模型Token单价持续下行，有望压降各类AI应用、智能Agent的云端推理端成本。公司原因： 1、据2026年6月12日互动易，公司基于AI技术基座打造的小赛安全智脑，可协调多个智能体执行复杂的安全运维任务，已在政府、央国企、金融等领域陆续落地。 2、据2025年年报，公司推出面向政企信息中心、智算中心的网络洞察矩阵系列产品，用于数据中心旁路流量镜像网建设及互联网出口流量编排。 3、据2026年6月25日投资者关系活动记录表，公司拟以自有资金5000万元向深圳市深创投人工智能和具身机器人产业私募股权投资基金增资。 4、公司最终控制人为深圳市人民政府国有资产监督管理委员会。	1、深圳国资委旗下，领先的网络可视化基础架构产品提供商，已有相关的算力数据网络监测和调度技术研发储备；公司海睿思产品已成功通过上海数据交易所的数商认证； 2、公司构建了涵盖网络内容安全、宽带网与移动网产品、数据运营及电磁空间安全的全栈式防护体系，深度融合AI大模型与GenAI技术，推出了数据安全分类分级系统及全链路安全可信解决方案，为政府、运营商及关键基础设施提供全生命周期的网络空间数据智能治理与安全防护服务	2026-06-29\|18.13\|0.50\|17.92\|19.21\|17.52\|30100;2026-06-30\|18.44\|1.71\|18.13\|18.59\|17.83\|27828;2026-07-01\|18.88\|2.39\|18.54\|19.18\|18.40\|29913;2026-07-02\|18.58\|-1.59\|18.60\|19.26\|18.50\|28893;2026-07-03\|18.90\|1.72\|18.58\|19.10\|18.48\|21942;2026-07-06\|18.56\|-1.80\|18.88\|19.08\|18.40\|18931;2026-07-07\|17.96\|-3.23\|18.45\|18.63\|17.88\|20467;2026-07-08\|18.37\|2.28\|18.05\|18.50\|17.89\|19510;2026-07-09\|18.26\|-0.60\|18.37\|18.58\|17.85\|21925;2026-07-10\|18.47\|1.15\|18.28\|18.96\|17.96\|29475;2026-07-13\|17.67\|-4.33\|18.37\|18.53\|17.62\|31883;2026-07-14\|17.62\|-0.28\|17.61\|17.99\|17.08\|31712;2026-07-15\|17.78\|0.91\|17.57\|18.18\|17.44\|29456;2026-07-16\|18.00\|1.24\|17.40\|18.49\|17.37\|29378;2026-07-17\|17.18\|-4.56\|18.10\|18.42\|17.15\|36558;2026-07-20\|17.24\|0.35\|17.26\|17.97\|16.95\|40609;2026-07-21\|17.30\|0.35\|17.23\|17.52\|16.50\|43028;2026-07-22\|17.11\|-1.10\|16.97\|17.44\|16.82\|28882;2026-07-23\|17.60\|2.86\|17.10\|17.68\|17.03\|24808;2026-07-24\|17.59\|-0.06\|17.33\|17.87\|17.26\|29557;2026-07-27\|18.24\|3.70\|17.50\|18.56\|17.40\|39689;2026-07-28\|18.47\|1.26\|18.01\|18.88\|17.97\|27862;2026-07-29\|18.48\|0.05\|18.61\|18.86\|18.25\|23300;2026-07-30\|18.20\|-1.52\|18.23\|18.84\|18.12\|27135;2026-07-31\|19.00\|4.40\|18.30\|19.06\|18.30\|32625;2026-08-03\|19.12\|0.63\|19.01\|19.19\|18.77\|20984;2026-08-04\|21.03\|9.99\|19.29\|21.03\|19.18\|81026;2026-08-05\|22.20\|5.56\|21.80\|22.40\|20.87\|169200;2026-08-06\|20.93\|-5.72\|21.10\|21.61\|20.56\|121563;2026-08-07\|20.36\|-2.72\|20.76\|20.92\|19.87\|87697;2026-08-10\|20.62\|1.28\|20.45\|20.69\|20.00\|62323;2026-08-11\|20.28\|-1.65\|20.62\|20.62\|20.14\|46011;2026-08-12\|20.25\|-0.15\|20.20\|20.40\|20.07\|36629;2026-08-13\|19.69\|-2.77\|20.26\|20.46\|19.68\|43613;2026-08-14\|19.81\|0.61\|19.70\|20.00\|19.55\|31671;2026-08-17\|19.66\|-0.76\|19.83\|19.92\|19.42\|26203;2026-08-18\|19.63\|-0.15\|19.68\|19.81\|19.07\|42204;2026-08-19\|18.67\|-4.89\|19.50\|19.50\|18.55\|36997;2026-08-20\|19.02\|1.87\|18.88\|19.17\|18.72\|31230;2026-08-21\|18.81\|-1.10\|18.85\|19.01\|18.61\|21506;2026-08-24\|18.74\|-0.37\|19.05\|19.05\|18.51\|20116;2026-08-25\|19.24\|2.67\|18.80\|19.35\|18.55\|23442;2026-08-26\|19.13\|-0.57\|19.00\|19.37\|18.72\|27849;2026-08-27\|19.11\|-0.10\|18.97\|19.21\|18.91\|21324;2026-08-28\|19.31\|1.05\|19.49\|19.77\|19.23\|33030;2026-08-31\|19.90\|3.06\|18.96\|19.95\|18.90\|32927;2026-09-01\|20.13\|1.16\|19.89\|20.20\|19.83\|24539;2026-09-02\|20.19\|0.30\|19.95\|20.33\|19.71\|27287;2026-09-03\|19.93\|-1.29\|20.13\|20.42\|19.84\|23709;2026-09-04\|20.00\|0.35\|20.12\|20.50\|19.90\|29256;2026-09-07\|19.84\|-0.80\|19.99\|20.13\|19.74\|21114;2026-09-08\|19.61\|-1.16\|19.90\|19.96\|19.56\|20702;2026-09-09\|19.43\|-0.92\|19.65\|19.65\|19.21\|19668;2026-09-10\|21.37\|9.98\|19.51\|21.37\|19.29\|115258;2026-09-11\|23.51\|10.01\|23.51\|23.51\|23.51\|34353;2026-09-14\|25.86\|10.00\|25.86\|25.86\|25.86\|17196;2026-09-15\|28.45\|10.02\|28.45\|28.45\|26.66\|377456;2026-09-16\|25.61\|-9.98\|25.61\|26.32\|25.61\|194324;2026-09-17\|23.40\|-8.63\|23.38\|24.28\|23.05\|306021;2026-09-18\|24.55\|4.91\|23.76\|25.67\|23.76\|283468;2026-09-21\|23.98\|-2.32\|24.23\|24.40\|23.38\|221592;2026-09-22\|26.38\|10.01\|23.93\|26.38\|23.93\|309930;2026-09-23\|25.41\|-3.68\|26.25\|26.45\|25.08\|240173;2026-09-24\|24.06\|-5.31\|25.60\|25.92\|23.92\|175156;2026-09-28\|26.47\|10.02\|25.97\|26.47\|25.97\|79657;2026-09-29\|29.12\|10.01\|27.55\|29.12\|25.97\|277476;2026-09-30\|26.60\|-8.65\|28.57\|28.67\|26.29\|349144;2026-10-08\|25.95\|-2.44\|25.98\|27.58\|25.60\|239980;2026-10-09\|28.55\|10.02\|25.65\|28.55\|24.52\|253903;2026-10-12\|29.83\|4.48\|29.56\|31.04\|27.77\|361803;2026-10-13\|29.16\|-2.25\|27.83\|30.00\|27.83\|259874;2026-10-14\|28.83\|-1.13\|28.46\|30.90\|28.26\|254790;2026-10-15\|27.19\|-5.69\|27.69\|28.84\|27.00\|206845;2026-10-16\|27.84\|2.39\|27.61\|28.50\|26.66\|202707;2026-10-19\|26.06\|-6.39\|26.65\|27.16\|25.07\|194300;2026-10-20\|26.50\|1.69\|25.70\|27.25\|25.14\|155654;2026-10-21\|26.14\|-1.36\|26.53\|27.17\|26.00\|116441;2026-10-22\|24.35\|-6.85\|27.97\|28.73\|24.30\|238268;2026-10-23\|25.05\|2.87\|23.01\|25.70\|22.02\|234214;2026-10-26\|25.20\|0.60\|24.46\|26.99\|24.10\|169085;2026-10-27\|24.22\|-3.89\|25.56\|26.98\|24.22\|183666;2026-10-28\|25.37\|4.75\|24.28\|25.85\|23.21\|152697;2026-10-29\|23.57\|-7.09\|25.20\|25.22\|23.57\|109617;2026-10-30\|22.31\|-5.35\|22.98\|24.37\|22.28\|123853;2026-11-02\|23.88\|7.04\|22.41\|24.19\|21.78\|142194;2026-11-03\|23.06\|-3.43\|23.56\|23.90\|22.86\|79020;2026-11-04\|23.61\|2.39\|22.80\|23.68\|22.24\|106512;2026-11-05\|24.94\|5.63\|23.35\|25.33\|23.35\|132303;2026-11-06\|23.70\|-4.97\|24.36\|25.10\|23.61\|103380
130028	ASML正在研究在2028年生产超过110 台EUV光刻机	半导体IP+LPDDR5X+成品油行业原因： 1、油价午后走高，原油主连午后大涨逾4%，布油涨超1%上破98美元/桶，美油涨超2%。 2、消息面上，据CCTV国际时讯，沙特能源部今天(9月8日)发布消息，该国多处能源设施及公用设施遭到也门胡塞武装袭击，多处地点起火，部分设施的运营暂时中断。公司原因： 1、据2026年9月3日业绩说明会，奎芯科技自主研发的LPDDR5X PHY IP已在8nm工艺完成流片验证，实测稳定达到9600Mbps，超频可达10.8Gbps。 2、据2026年5月15日互动易，奎芯科技已服务超60家客户，覆盖AI、数据中心等行业，ONFI产品已出口至海外客户。 3、据2026年8月29日半年度报告，公司主营成品油零售、批发，上半年主营业务收入13.42亿元，零售销量6.84万吨、批发销量11.15万吨。	中南地区知名的加油站连锁经营品牌；子公司奎芯科技在UCIe领域已开展相关IP研发与技术储备，聚焦高速互连与Chiplet生态，助力客户实现高带宽、低延迟及可扩展的系统设计	2026-06-29\|37.71\|1.97\|37.46\|38.84\|35.88\|57568;2026-06-30\|38.42\|1.88\|37.40\|39.00\|37.02\|45944;2026-07-01\|42.26\|9.99\|37.98\|42.26\|37.98\|68301;2026-07-02\|38.55\|-8.78\|40.78\|41.88\|38.03\|94514;2026-07-03\|36.10\|-6.36\|38.60\|38.60\|36.10\|51752;2026-07-06\|36.43\|0.91\|36.30\|37.36\|34.92\|51681;2026-07-07\|35.00\|-3.93\|36.01\|36.23\|34.70\|37981;2026-07-08\|33.89\|-3.17\|35.48\|35.80\|33.39\|38404;2026-07-09\|34.70\|2.39\|34.20\|35.58\|33.60\|53351;2026-07-10\|33.95\|-2.16\|34.09\|34.97\|33.66\|43970;2026-07-13\|31.90\|-6.04\|34.00\|34.57\|31.68\|40064;2026-07-14\|33.46\|4.89\|32.40\|33.54\|31.35\|49509;2026-07-15\|31.60\|-5.56\|34.20\|34.20\|31.40\|46470;2026-07-16\|30.42\|-3.73\|31.48\|31.53\|30.19\|33693;2026-07-17\|28.43\|-6.54\|30.21\|30.47\|27.88\|43123;2026-07-20\|28.08\|-1.23\|29.13\|30.58\|27.20\|76394;2026-07-21\|27.98\|-0.36\|27.41\|28.19\|25.27\|65543;2026-07-22\|29.35\|4.90\|27.70\|30.38\|27.01\|68194;2026-07-23\|30.86\|5.14\|30.34\|31.66\|29.80\|88854;2026-07-24\|28.80\|-6.68\|31.56\|32.00\|28.80\|80621;2026-07-27\|29.01\|0.73\|27.16\|29.14\|27.16\|66847;2026-07-28\|28.19\|-2.83\|28.30\|29.56\|28.00\|37824;2026-07-29\|28.10\|-0.32\|28.73\|28.73\|27.52\|39527;2026-07-30\|27.12\|-3.49\|28.36\|28.95\|26.70\|49025;2026-07-31\|28.12\|3.69\|27.39\|29.32\|27.39\|57193;2026-08-03\|27.75\|-1.32\|27.80\|28.22\|27.20\|35942;2026-08-04\|28.70\|3.42\|27.84\|28.86\|27.56\|35664;2026-08-05\|29.54\|2.93\|28.42\|29.60\|28.41\|32591;2026-08-06\|29.72\|0.61\|29.21\|29.96\|29.17\|31251;2026-08-07\|30.04\|1.08\|29.74\|30.14\|28.97\|38584;2026-08-10\|29.93\|-0.37\|29.98\|30.04\|29.30\|27082;2026-08-11\|29.96\|0.10\|30.80\|30.98\|29.18\|31496;2026-08-12\|30.18\|0.73\|29.96\|30.53\|29.43\|27554;2026-08-13\|31.31\|3.74\|30.40\|32.68\|30.22\|80117;2026-08-14\|31.61\|0.96\|31.36\|32.50\|30.66\|66457;2026-08-17\|32.23\|1.96\|31.61\|33.35\|31.40\|56626;2026-08-18\|33.11\|2.73\|32.25\|33.38\|31.78\|44152;2026-08-19\|30.55\|-7.73\|32.39\|32.69\|30.16\|45799;2026-08-20\|30.20\|-1.15\|30.56\|30.96\|29.90\|32737;2026-08-21\|30.66\|1.52\|30.53\|31.42\|30.13\|30765;2026-08-24\|30.18\|-1.57\|30.50\|30.57\|29.56\|29707;2026-08-25\|30.93\|2.49\|29.93\|31.48\|29.45\|35499;2026-08-26\|30.85\|-0.26\|30.60\|31.06\|30.33\|27550;2026-08-27\|32.20\|4.38\|30.55\|32.47\|30.43\|35721;2026-08-28\|32.68\|1.49\|32.10\|33.27\|32.03\|31024;2026-08-31\|33.86\|3.61\|33.62\|34.47\|32.50\|46614;2026-09-01\|32.77\|-3.22\|34.00\|34.40\|32.58\|36596;2026-09-02\|34.60\|5.58\|33.87\|34.80\|31.80\|102400;2026-09-03\|37.68\|8.90\|35.29\|37.90\|35.01\|117251;2026-09-04\|33.93\|-9.95\|37.05\|37.86\|33.91\|127060;2026-09-07\|34.51\|1.71\|33.50\|35.40\|32.67\|103949;2026-09-08\|37.96\|10.00\|34.65\|37.96\|34.33\|135631;2026-09-09\|38.57\|1.61\|37.93\|39.26\|35.79\|138527;2026-09-10\|38.05\|-1.35\|39.50\|39.88\|37.98\|106403;2026-09-11\|39.25\|3.15\|39.00\|39.88\|36.66\|124399;2026-09-14\|37.67\|-4.03\|39.21\|39.98\|36.70\|89816;2026-09-15\|41.44\|10.01\|38.00\|41.44\|37.03\|110096;2026-09-16\|42.98\|3.72\|41.79\|44.35\|41.45\|150116;2026-09-17\|44.14\|2.70\|42.56\|45.00\|41.91\|117641;2026-09-18\|48.55\|9.99\|43.50\|48.55\|43.50\|122719;2026-09-21\|46.39\|-4.45\|49.28\|51.66\|46.00\|163299;2026-09-22\|49.49\|6.68\|47.23\|51.03\|47.22\|148930;2026-09-23\|46.23\|-6.59\|49.00\|50.60\|46.00\|101470;2026-09-24\|44.17\|-4.46\|45.40\|45.67\|43.00\|103688;2026-09-28\|41.63\|-5.75\|43.76\|44.00\|41.19\|85263;2026-09-29\|40.55\|-2.59\|40.72\|41.58\|40.17\|53276;2026-09-30\|38.34\|-5.45\|40.55\|40.78\|37.98\|67862;2026-10-08\|37.13\|-3.16\|38.59\|38.99\|36.70\|54895;2026-10-09\|35.50\|-4.39\|36.99\|36.99\|34.20\|59191;2026-10-12\|34.45\|-2.96\|35.01\|35.66\|33.90\|65472;2026-10-13\|37.90\|10.01\|33.26\|37.90\|32.85\|96085;2026-10-14\|35.66\|-5.91\|37.83\|37.90\|35.54\|95982;2026-10-15\|33.43\|-6.25\|34.51\|34.96\|33.29\|65277;2026-10-16\|32.99\|-1.32\|33.99\|34.15\|32.70\|58261;2026-10-19\|32.04\|-2.88\|32.90\|33.10\|30.83\|57691;2026-10-20\|32.37\|1.03\|31.90\|33.28\|31.70\|41525;2026-10-21\|32.55\|0.56\|32.85\|33.67\|32.31\|40054;2026-10-22\|30.97\|-4.85\|32.89\|32.95\|30.78\|39518;2026-10-23\|31.18\|0.68\|30.50\|31.54\|28.36\|58529;2026-10-26\|30.36\|-2.63\|30.78\|31.88\|30.12\|44593;2026-10-27\|29.50\|-2.83\|30.52\|31.60\|29.50\|37427;2026-10-28\|29.86\|1.22\|30.00\|30.06\|28.91\|39856;2026-10-29\|28.43\|-4.79\|29.84\|29.99\|28.42\|31326;2026-10-30\|27.26\|-4.12\|27.79\|28.76\|26.91\|38332;2026-11-02\|26.97\|-1.06\|26.99\|27.20\|25.61\|57068;2026-11-03\|25.67\|-4.82\|26.78\|26.78\|25.43\|46600;2026-11-04\|26.98\|5.10\|25.51\|27.06\|24.70\|70091;2026-11-05\|27.92\|3.48\|25.98\|28.62\|25.88\|62046;2026-11-06\|26.78\|-4.08\|27.00\|27.27\|25.96\|51690
130027	电子布、铜箔及CCL价格持续上行	铜箔+HVLP+固态电池+满产满销行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2026年5月26日投资者关系活动记录表，公司HVLP等新产品已逐步通过部分下游客户的认证，系英伟达AI电子铜箔产品的终端客户；RTF-3及HVLP-1/2产品已进入国内和台系多家头部厂商供应链体系，HVLP-3/4同步推进送样测试。 2、据2026年5月26日投资者关系活动记录表，公司3μm和3.5μm极薄铜箔已规模化量产；研发的多孔铜箔适用于固态电池；耐高温双面镀镍合金箔解决了硫化物固态电解质腐蚀难题，并获2025年高工金球奖。 3、据2026年5月26日投资者关系活动记录表，截至2026年5月，公司在产产能满产满销，五月订单排产已突破10000吨，铜箔产品加工费比去年同期提升了约15%。 4、据2026年5月30日异常波动公告，公司主营业务为锂离子电池用电解铜箔的研发、生产和销售，产品主要应用于锂电池生产制造。	公司主营电解铜箔，新一代HVLP铜箔通过认证	2026-06-29\|14.73\|-3.66\|15.00\|16.08\|14.40\|1947590;2026-06-30\|15.09\|2.44\|14.66\|15.20\|14.42\|1634862;2026-07-01\|15.33\|1.59\|15.25\|15.96\|14.99\|2085138;2026-07-02\|14.53\|-5.22\|14.51\|15.50\|14.02\|1853946;2026-07-03\|15.75\|8.40\|14.57\|15.98\|14.51\|2455536;2026-07-06\|14.39\|-8.63\|15.60\|16.49\|14.20\|2426033;2026-07-07\|15.23\|5.84\|14.36\|15.83\|14.26\|2808075;2026-07-08\|13.71\|-9.98\|15.07\|15.68\|13.71\|2435353;2026-07-09\|13.44\|-1.97\|13.70\|13.96\|12.56\|2523722;2026-07-10\|12.82\|-4.61\|13.44\|14.07\|12.79\|1507558;2026-07-13\|11.54\|-9.98\|12.42\|12.80\|11.54\|1257692;2026-07-14\|12.14\|5.20\|11.24\|12.19\|11.14\|1370263;2026-07-15\|11.66\|-3.95\|12.38\|12.43\|11.57\|986300;2026-07-16\|10.94\|-6.17\|11.40\|11.71\|10.80\|995375;2026-07-17\|9.95\|-9.05\|10.94\|10.98\|9.85\|1106032;2026-07-20\|8.96\|-9.95\|10.20\|10.28\|8.96\|1070484;2026-07-21\|9.34\|4.24\|8.99\|9.37\|8.06\|1633575;2026-07-22\|8.85\|-5.25\|9.29\|9.46\|8.76\|1154377;2026-07-23\|9.14\|3.28\|9.00\|9.54\|8.91\|1273992;2026-07-24\|8.70\|-4.81\|9.00\|9.16\|8.69\|773134;2026-07-27\|9.37\|7.70\|8.84\|9.43\|8.66\|1176878;2026-07-28\|8.89\|-5.12\|9.36\|9.46\|8.82\|1053404;2026-07-29\|8.66\|-2.59\|8.85\|8.88\|8.43\|1135463;2026-07-30\|8.02\|-7.39\|8.56\|8.62\|7.89\|1215756;2026-07-31\|8.16\|1.75\|8.46\|8.66\|8.13\|1241923;2026-08-03\|8.31\|1.84\|8.18\|8.37\|7.95\|933746;2026-08-04\|8.81\|6.02\|8.38\|8.88\|8.38\|1204027;2026-08-05\|9.36\|6.24\|8.86\|9.48\|8.86\|1712257;2026-08-06\|9.51\|1.60\|9.21\|9.69\|9.15\|1428545;2026-08-07\|10.46\|9.99\|9.51\|10.46\|9.35\|1215130;2026-08-10\|10.41\|-0.48\|10.80\|10.89\|10.12\|2449543;2026-08-11\|10.22\|-1.83\|10.15\|10.46\|10.10\|1239647;2026-08-12\|10.34\|1.17\|10.22\|10.45\|10.13\|1145902;2026-08-13\|10.16\|-1.74\|10.42\|10.80\|10.15\|1457735;2026-08-14\|10.36\|1.97\|10.17\|10.37\|10.10\|1088618;2026-08-17\|10.83\|4.54\|10.46\|10.83\|10.35\|1542860;2026-08-18\|10.58\|-2.31\|10.87\|11.11\|10.47\|1547776;2026-08-19\|9.87\|-6.71\|10.18\|10.72\|9.81\|1444222;2026-08-20\|9.76\|-1.11\|10.05\|10.14\|9.63\|938326;2026-08-21\|10.74\|10.04\|9.70\|10.74\|9.47\|2202832;2026-08-24\|11.07\|3.07\|10.80\|11.36\|10.61\|2960771;2026-08-25\|11.25\|1.63\|10.78\|11.38\|10.43\|2327204;2026-08-26\|11.66\|3.64\|11.26\|11.88\|10.87\|2626347;2026-08-27\|11.60\|-0.51\|11.38\|11.97\|11.20\|2362044;2026-08-28\|10.94\|-5.69\|11.38\|11.41\|10.90\|2149290;2026-08-31\|12.03\|9.96\|10.82\|12.03\|10.81\|1435922;2026-09-01\|11.91\|-1.00\|12.00\|12.60\|11.66\|3203443;2026-09-02\|11.65\|-2.18\|11.69\|12.22\|11.62\|2023830;2026-09-03\|11.41\|-2.06\|11.88\|12.05\|11.25\|1501663;2026-09-04\|11.03\|-3.33\|11.43\|11.55\|10.91\|1393820;2026-09-07\|11.37\|3.08\|11.00\|11.52\|10.94\|1418340;2026-09-08\|11.48\|0.97\|11.17\|11.67\|11.06\|1527261;2026-09-09\|11.26\|-1.92\|11.50\|11.62\|11.22\|1127620;2026-09-10\|11.25\|-0.09\|11.09\|11.55\|10.83\|1172244;2026-09-11\|10.83\|-3.73\|10.85\|11.09\|10.21\|1232801;2026-09-14\|11.03\|1.85\|10.50\|11.27\|10.34\|1091104;2026-09-15\|12.13\|9.97\|10.91\|12.13\|10.90\|1941725;2026-09-16\|12.19\|0.49\|12.11\|12.24\|11.76\|2834779;2026-09-17\|11.87\|-2.63\|12.07\|12.34\|11.84\|1590072;2026-09-18\|12.28\|3.45\|12.20\|12.30\|11.85\|1742265;2026-09-21\|12.53\|2.04\|12.31\|12.69\|12.15\|2247913;2026-09-22\|12.16\|-2.95\|12.55\|12.85\|12.15\|1939684;2026-09-23\|12.46\|2.47\|12.16\|12.68\|11.98\|1792565;2026-09-24\|11.89\|-4.57\|12.30\|12.47\|11.88\|1211424;2026-09-28\|10.88\|-8.49\|11.84\|11.88\|10.71\|1218879;2026-09-29\|11.18\|2.76\|10.81\|11.38\|10.81\|883156;2026-09-30\|10.87\|-2.77\|11.26\|11.28\|10.82\|709427;2026-10-08\|11.09\|2.02\|10.89\|11.53\|10.89\|944764;2026-10-09\|10.73\|-3.25\|10.91\|10.97\|10.22\|957462;2026-10-12\|9.88\|-7.92\|10.58\|10.80\|9.72\|891847;2026-10-13\|10.05\|1.72\|9.45\|10.22\|9.32\|852491;2026-10-14\|9.91\|-1.39\|10.07\|10.35\|9.90\|673423;2026-10-15\|10.17\|2.62\|9.52\|10.38\|9.48\|862230;2026-10-16\|10.10\|-0.69\|10.33\|10.47\|9.97\|716263;2026-10-19\|9.70\|-3.96\|9.95\|10.00\|9.53\|637292;2026-10-20\|9.81\|1.13\|9.67\|9.95\|9.58\|460591;2026-10-21\|10.14\|3.36\|9.82\|10.15\|9.80\|673364;2026-10-22\|9.95\|-1.87\|10.44\|10.50\|9.92\|1015120;2026-10-23\|10.05\|1.00\|9.45\|10.09\|9.27\|863300;2026-10-26\|9.57\|-4.78\|9.87\|9.88\|9.57\|553870;2026-10-27\|8.80\|-8.05\|9.69\|9.78\|8.77\|731612;2026-10-28\|8.84\|0.45\|8.95\|9.03\|8.60\|676805;2026-10-29\|8.35\|-5.54\|8.75\|8.81\|8.34\|688017;2026-10-30\|8.19\|-1.92\|8.06\|8.64\|7.92\|747249;2026-11-02\|8.29\|1.22\|8.27\|8.38\|8.02\|550475;2026-11-03\|8.14\|-1.81\|8.20\|8.57\|8.07\|765568;2026-11-04\|8.55\|5.04\|8.14\|8.60\|8.01\|929520;2026-11-05\|8.75\|2.34\|8.45\|8.98\|8.41\|958879;2026-11-06\|8.43\|-3.66\|8.40\|8.59\|8.31\|558136
130026	ASML正在研究在2028年生产超过110 台EUV光刻机	PCB用化学试剂+氢氟酸+磷化工行业原因：申万宏源9月6日研报指出，半导体材料重点公司26Q2收入增速维持高位，反映AI周期下半导体材料的升级。公司原因： 1、据2026年5月11日互动易，公司PCB用化学试剂包括各类规格的过硫酸钠、硫酸铜、硝酸银、氢氧化钠、盐酸、硫酸、硝酸、环氧氯丙烷、氢氟酸、丙酮、氨水、甲醛等。 2、据2026年2月4日互动易，公司有部分磷化工产品的生产和销售，如试剂级别磷酸、磷酸盐等。 3、据2026年5月29日互动易，公司有不同规格氢氟酸产品销售。因公司产品种类和规格多，目前氢氟酸销量及收入占营业收入比例较小，对公司财务状况和经营成果的影响较小， 4、公司主要从事化学试剂的研发、生产、销售，原料药及食品添加剂生产及销售，并从事部分化工原料贸易等业务，产品应用覆盖半导体、新能源、生物医药等行业。	公司拥有光刻胶配套试剂产品，和英特尔产品（成都）有限公司，美维控股，兴森电子，信利半导体，超声电子、韩国东进世美肯公司等建立业务合作关系	2026-06-29\|9.35\|-2.81\|9.75\|10.30\|8.94\|1298172;2026-06-30\|9.48\|1.39\|9.15\|9.59\|8.95\|929595;2026-07-01\|10.00\|5.49\|9.41\|10.09\|9.35\|1210803;2026-07-02\|11.00\|10.00\|9.70\|11.00\|9.61\|1099635;2026-07-03\|9.95\|-9.55\|10.56\|10.76\|9.92\|1217954;2026-07-06\|9.36\|-5.93\|10.11\|10.15\|9.33\|766836;2026-07-07\|9.92\|5.98\|9.26\|10.30\|9.20\|1025194;2026-07-08\|9.58\|-3.43\|10.02\|10.23\|9.35\|889118;2026-07-09\|9.12\|-4.80\|9.39\|9.61\|8.76\|922732;2026-07-10\|8.76\|-3.95\|8.95\|9.41\|8.76\|812948;2026-07-13\|8.03\|-8.33\|8.47\|9.03\|7.94\|694560;2026-07-14\|8.15\|1.49\|8.00\|8.25\|7.89\|448170;2026-07-15\|8.23\|0.98\|8.40\|8.70\|8.14\|594565;2026-07-16\|8.04\|-2.31\|7.97\|8.26\|7.91\|394953;2026-07-17\|7.62\|-5.22\|8.11\|8.35\|7.60\|543836;2026-07-20\|6.91\|-9.32\|7.72\|7.74\|6.86\|627294;2026-07-21\|7.06\|2.17\|6.91\|7.07\|6.23\|662589;2026-07-22\|6.98\|-1.13\|6.83\|7.17\|6.83\|448789;2026-07-23\|7.14\|2.29\|7.00\|7.15\|6.91\|359180;2026-07-24\|6.96\|-2.52\|7.03\|7.31\|6.95\|362612;2026-07-27\|7.26\|4.31\|6.92\|7.26\|6.86\|391822;2026-07-28\|7.30\|0.55\|7.25\|7.62\|7.19\|436203;2026-07-29\|7.28\|-0.27\|7.32\|7.33\|7.02\|360089;2026-07-30\|6.98\|-4.12\|7.20\|7.27\|6.94\|363612;2026-07-31\|7.22\|3.44\|7.24\|7.39\|7.15\|413578;2026-08-03\|7.35\|1.80\|7.22\|7.37\|7.16\|311886;2026-08-04\|7.55\|2.72\|7.40\|7.58\|7.38\|284800;2026-08-05\|7.79\|3.18\|7.58\|7.81\|7.53\|369682;2026-08-06\|7.98\|2.44\|7.70\|8.00\|7.70\|389695;2026-08-07\|8.12\|1.75\|7.98\|8.15\|7.78\|408996;2026-08-10\|8.34\|2.71\|8.14\|8.34\|8.08\|345497;2026-08-11\|8.18\|-1.92\|8.22\|8.36\|8.14\|252508;2026-08-12\|8.24\|0.73\|8.22\|8.28\|8.17\|177932;2026-08-13\|8.13\|-1.33\|8.28\|8.37\|8.13\|229767;2026-08-14\|8.24\|1.35\|8.19\|8.29\|8.10\|180810;2026-08-17\|8.37\|1.58\|8.21\|8.37\|8.11\|201883;2026-08-18\|8.25\|-1.43\|8.36\|8.45\|8.16\|200220;2026-08-19\|7.96\|-3.52\|8.08\|8.23\|7.94\|231422;2026-08-20\|8.06\|1.26\|8.01\|8.16\|7.98\|185723;2026-08-21\|8.05\|-0.12\|8.00\|8.08\|7.85\|141693;2026-08-24\|8.09\|0.50\|8.05\|8.15\|7.92\|190304;2026-08-25\|8.14\|0.62\|7.98\|8.18\|7.88\|204370;2026-08-26\|8.16\|0.25\|8.11\|8.23\|8.03\|175151;2026-08-27\|8.30\|1.72\|8.11\|8.32\|8.11\|224103;2026-08-28\|8.39\|1.08\|8.30\|8.40\|8.24\|300724;2026-08-31\|8.38\|-0.12\|8.33\|8.42\|8.21\|270874;2026-09-01\|8.38\|0.00\|8.39\|8.40\|8.25\|219767;2026-09-02\|8.39\|0.12\|8.29\|8.46\|8.26\|196751;2026-09-03\|8.18\|-2.50\|8.45\|8.45\|8.15\|225322;2026-09-04\|8.00\|-2.20\|8.22\|8.28\|7.95\|249781;2026-09-07\|8.06\|0.75\|8.00\|8.10\|7.97\|142243;2026-09-08\|8.13\|0.87\|8.07\|8.14\|7.99\|156130;2026-09-09\|8.06\|-0.86\|8.11\|8.20\|8.01\|143876;2026-09-10\|7.95\|-1.36\|8.01\|8.04\|7.91\|129373;2026-09-11\|7.78\|-2.14\|7.84\|7.87\|7.57\|166868;2026-09-14\|7.89\|1.41\|7.78\|7.94\|7.62\|117790;2026-09-15\|8.68\|10.01\|7.85\|8.68\|7.81\|646325;2026-09-16\|9.55\|10.02\|9.21\|9.55\|9.04\|565037;2026-09-17\|9.52\|-0.31\|10.25\|10.51\|9.42\|2594424;2026-09-18\|9.75\|2.42\|9.72\|10.07\|9.52\|2176978;2026-09-21\|9.76\|0.10\|9.58\|9.94\|9.45\|1828250;2026-09-22\|9.36\|-4.10\|9.64\|9.93\|9.28\|1372392;2026-09-23\|9.02\|-3.63\|9.23\|9.28\|8.92\|982205;2026-09-24\|8.79\|-2.55\|8.95\|9.80\|8.79\|1106923;2026-09-28\|8.57\|-2.50\|8.91\|8.95\|8.54\|708438;2026-09-29\|8.68\|1.28\|8.51\|8.85\|8.43\|662557;2026-09-30\|8.79\|1.27\|8.70\|8.99\|8.63\|647560;2026-10-08\|8.96\|1.93\|8.80\|9.13\|8.80\|785662;2026-10-09\|8.75\|-2.34\|8.80\|8.87\|8.43\|665063;2026-10-12\|8.63\|-1.37\|8.69\|8.77\|8.38\|485078;2026-10-13\|8.76\|1.51\|8.45\|8.80\|8.31\|475787;2026-10-14\|8.33\|-4.91\|8.71\|8.73\|8.29\|456441;2026-10-15\|8.18\|-1.80\|7.95\|8.34\|7.95\|337658;2026-10-16\|8.01\|-2.08\|8.34\|8.39\|7.93\|328923;2026-10-19\|7.84\|-2.12\|7.90\|7.99\|7.60\|295488;2026-10-20\|7.92\|1.02\|7.87\|8.04\|7.81\|268594;2026-10-21\|7.79\|-1.64\|7.98\|8.02\|7.75\|260013;2026-10-22\|7.38\|-5.26\|7.83\|7.84\|7.35\|324683;2026-10-23\|7.47\|1.22\|7.27\|7.50\|6.95\|338859;2026-10-26\|7.40\|-0.94\|7.41\|7.54\|7.35\|232066;2026-10-27\|7.11\|-3.92\|7.47\|7.49\|7.11\|208362;2026-10-28\|7.29\|2.53\|7.18\|7.30\|7.15\|217738;2026-10-29\|7.20\|-1.23\|7.29\|7.43\|7.20\|270315;2026-10-30\|7.01\|-2.64\|7.08\|7.34\|7.00\|282558;2026-11-02\|7.11\|1.43\|7.01\|7.16\|6.90\|240612;2026-11-03\|7.02\|-1.27\|7.03\|7.24\|6.97\|261154;2026-11-04\|7.29\|3.85\|7.03\|7.29\|6.98\|345738;2026-11-05\|7.37\|1.10\|7.23\|7.41\|7.20\|362415;2026-11-06\|7.20\|-2.31\|7.06\|7.31\|7.02\|234967
130025	ASML正在研究在2028年生产超过110 台EUV光刻机	硅片+订单+股权激励行业原因：申万宏源9月6日研报指出，半导体材料重点公司26Q2收入增速维持高位，反映AI周期下半导体材料的升级。公司原因： 1、据2026年8月29日半年报，公司主营半导体单晶硅材料及其制品，产品涵盖单晶硅棒、研磨片、抛光片及功率芯片器件，具备从晶棒到器件芯片的一体化制造能力。 2、据2026年7月15日特定对象调研，公司6至8英寸抛光硅片处于批量交付阶段，在手订单充足，当前生产交付紧张并积极拓展产能。 3、据2026年9月15日互动易，公司2026年限制性股票激励计划授予登记事项已办理完成。	半导体硅材料制造商，主要产品为半导体硅片及半导体硅棒，8英寸抛光片项目正按照整体规划在加速推进中	2026-06-29\|43.00\|7.80\|40.50\|43.88\|38.87\|308290;2026-06-30\|45.61\|6.07\|42.00\|46.80\|40.97\|270196;2026-07-01\|44.00\|-3.53\|45.00\|49.80\|43.28\|321350;2026-07-02\|39.60\|-10.00\|41.53\|42.17\|39.60\|214079;2026-07-03\|36.27\|-8.41\|38.50\|39.00\|36.02\|216504;2026-07-06\|35.21\|-2.92\|36.99\|37.19\|34.50\|138532;2026-07-07\|36.73\|4.32\|35.00\|37.50\|34.80\|175173;2026-07-08\|38.84\|5.74\|36.01\|38.98\|34.18\|236655;2026-07-09\|41.97\|8.06\|38.25\|42.50\|38.23\|274830;2026-07-10\|38.87\|-7.39\|41.22\|42.72\|38.86\|248933;2026-07-13\|36.10\|-7.13\|38.00\|39.38\|35.60\|171057;2026-07-14\|35.27\|-2.30\|36.46\|36.63\|32.88\|199869;2026-07-15\|34.70\|-1.62\|36.74\|36.78\|33.66\|136477;2026-07-16\|32.02\|-7.72\|33.50\|34.57\|31.66\|149104;2026-07-17\|29.43\|-8.09\|32.02\|32.40\|29.38\|146618;2026-07-20\|26.59\|-9.65\|29.98\|30.39\|26.49\|137192;2026-07-21\|28.65\|7.75\|27.07\|28.68\|24.26\|163530;2026-07-22\|27.98\|-2.34\|28.03\|29.14\|27.70\|141203;2026-07-23\|27.55\|-1.54\|28.48\|28.52\|26.75\|100608;2026-07-24\|27.23\|-1.16\|27.06\|27.94\|26.85\|78935;2026-07-27\|27.90\|2.46\|27.23\|28.00\|26.22\|89770;2026-07-28\|26.58\|-4.73\|27.48\|28.15\|26.29\|85773;2026-07-29\|26.28\|-1.13\|26.50\|26.55\|24.98\|95052;2026-07-30\|24.47\|-6.89\|26.29\|26.29\|24.32\|95182;2026-07-31\|25.29\|3.35\|25.93\|26.40\|25.22\|93917;2026-08-03\|25.42\|0.51\|25.31\|25.57\|24.80\|64096;2026-08-04\|26.55\|4.45\|25.61\|26.85\|25.45\|89747;2026-08-05\|28.00\|5.46\|26.56\|28.33\|26.42\|121245;2026-08-06\|28.69\|2.46\|27.65\|28.80\|27.50\|120549;2026-08-07\|29.40\|2.47\|28.69\|29.50\|28.28\|108473;2026-08-10\|29.64\|0.82\|29.41\|29.75\|28.82\|80297;2026-08-11\|29.25\|-1.32\|29.28\|29.85\|28.95\|66190;2026-08-12\|29.73\|1.64\|29.29\|29.92\|29.18\|62956;2026-08-13\|28.95\|-2.62\|30.03\|30.64\|28.95\|66023;2026-08-14\|29.55\|2.07\|29.21\|29.57\|28.92\|58089;2026-08-17\|30.72\|3.96\|29.72\|30.78\|29.46\|69117;2026-08-18\|31.25\|1.73\|30.91\|31.88\|30.62\|105184;2026-08-19\|29.91\|-4.29\|30.46\|31.50\|29.72\|104838;2026-08-20\|29.35\|-1.87\|30.24\|30.25\|29.05\|72116;2026-08-21\|29.40\|0.17\|29.22\|29.74\|28.83\|48480;2026-08-24\|29.24\|-0.54\|29.50\|29.67\|28.42\|54834;2026-08-25\|29.00\|-0.82\|28.57\|29.18\|27.90\|50721;2026-08-26\|28.64\|-1.24\|29.11\|29.20\|28.38\|38667;2026-08-27\|29.75\|3.88\|28.51\|29.96\|28.51\|60405;2026-08-28\|29.24\|-1.71\|29.65\|30.05\|29.21\|47211;2026-08-31\|29.29\|0.17\|28.51\|29.37\|28.38\|53241;2026-09-01\|28.78\|-1.74\|29.51\|29.61\|28.56\|46498;2026-09-02\|28.32\|-1.60\|28.30\|28.56\|27.92\|44075;2026-09-03\|28.39\|0.25\|28.89\|29.23\|28.17\|44994;2026-09-04\|27.56\|-2.92\|28.65\|28.99\|27.29\|57832;2026-09-07\|28.01\|1.63\|27.70\|28.18\|27.58\|40910;2026-09-08\|27.49\|-1.86\|28.00\|28.25\|27.41\|44232;2026-09-09\|27.65\|0.58\|27.59\|28.35\|27.52\|49117;2026-09-10\|27.62\|-0.11\|27.50\|28.01\|27.30\|34159;2026-09-11\|27.21\|-1.48\|27.31\|27.41\|26.36\|44496;2026-09-14\|27.80\|2.17\|26.90\|28.11\|26.60\|46439;2026-09-15\|30.58\|10.00\|27.60\|30.58\|27.60\|208974;2026-09-16\|33.64\|10.01\|31.77\|33.64\|31.51\|154771;2026-09-17\|37.00\|9.99\|37.00\|37.00\|36.00\|151904;2026-09-18\|37.20\|0.54\|40.70\|40.70\|36.75\|571660;2026-09-21\|37.89\|1.85\|37.21\|37.95\|35.82\|469260;2026-09-22\|35.66\|-5.89\|37.52\|37.52\|35.25\|402338;2026-09-23\|36.00\|0.95\|35.82\|36.48\|34.24\|339220;2026-09-24\|35.55\|-1.25\|35.30\|37.44\|35.28\|316862;2026-09-28\|33.83\|-4.84\|35.46\|35.77\|32.91\|247998;2026-09-29\|33.32\|-1.51\|33.79\|34.58\|33.15\|167627;2026-09-30\|32.40\|-2.76\|33.71\|33.80\|32.02\|126095;2026-10-08\|30.85\|-4.78\|32.12\|32.69\|30.56\|119604;2026-10-09\|30.15\|-2.27\|30.55\|31.30\|28.87\|139004;2026-10-12\|29.60\|-1.82\|30.00\|30.65\|29.04\|110324;2026-10-13\|29.85\|0.84\|28.60\|30.20\|28.01\|120148;2026-10-14\|28.85\|-3.35\|29.57\|30.00\|28.81\|91365;2026-10-15\|28.07\|-2.70\|27.60\|28.70\|27.28\|81835;2026-10-16\|27.52\|-1.96\|28.64\|28.80\|27.19\|99265;2026-10-19\|27.74\|0.80\|27.20\|28.00\|26.14\|110912;2026-10-20\|28.32\|2.09\|27.50\|28.40\|27.28\|101329;2026-10-21\|27.81\|-1.80\|28.31\|28.56\|27.71\|83774;2026-10-22\|26.78\|-3.70\|27.84\|28.05\|26.67\|87783;2026-10-23\|27.06\|1.05\|26.00\|27.29\|24.86\|107926;2026-10-26\|26.51\|-2.03\|26.66\|27.17\|26.30\|67279;2026-10-27\|27.83\|4.98\|28.00\|29.16\|27.52\|189923;2026-10-28\|28.76\|3.34\|30.61\|30.61\|28.01\|298101;2026-10-29\|26.18\|-8.97\|26.62\|27.95\|26.11\|231656;2026-10-30\|25.01\|-4.47\|25.25\|26.49\|25.00\|149481;2026-11-02\|25.32\|1.24\|25.37\|25.82\|24.65\|121512;2026-11-03\|23.99\|-5.25\|24.75\|25.07\|23.76\|119641;2026-11-04\|25.59\|6.67\|24.23\|25.65\|23.60\|165340;2026-11-05\|26.63\|4.06\|24.80\|26.86\|24.76\|162862;2026-11-06\|26.10\|-1.99\|25.08\|26.80\|25.01\|112462
130024		羟乙基哌嗪+医药原料药+股份回购 1、据2026年8月1日半年报，精细化学品硼酸三甲酯销量创历史新高，依托现有哌嗪产业基础向电子化学品领域延伸，羟乙基哌嗪已成功中试。 2、据2026年8月1日半年报，公司专注于医药、动保、植保、功能营养、康复康养等生命健康领域，坚持以医药化工技术为核心，深耕地域主功能区发展，把自身打造成全球医药制造产业链中多品种头部企业。公司在浙江上虞、山东潍坊两个国家级工业园区建有现代化生产基地，产品取得了包括美国FDA，欧盟EUGMP，日本PMDA等在内的国际药品规范市场认证。 3、据2026年3月28日年报，公司是全球大环内酯类和喹诺酮类原料药主要制造商之一，阿奇霉素、克拉霉素等产品市场占有率领先。 4、据2026年9月2日公告，截至8月31日公司累计回购股份1137万股，占总股本1.45%，已支付金额1.75亿元。	全球规模最大的大环内酯类和喹诺酮类原料药供应商之一	2026-06-29\|15.57\|5.92\|14.57\|15.77\|14.34\|83611;2026-06-30\|14.80\|-4.95\|15.53\|15.70\|14.75\|57117;2026-07-01\|15.39\|3.99\|14.82\|15.44\|14.60\|54587;2026-07-02\|15.68\|1.88\|15.47\|15.82\|15.40\|52742;2026-07-03\|15.76\|0.51\|15.60\|15.95\|15.53\|30196;2026-07-06\|15.93\|1.08\|15.75\|16.12\|15.50\|54760;2026-07-07\|15.33\|-3.77\|15.88\|15.88\|15.26\|42182;2026-07-08\|15.15\|-1.17\|15.40\|15.58\|15.05\|32324;2026-07-09\|14.75\|-2.64\|15.11\|15.45\|14.75\|51341;2026-07-10\|15.08\|2.24\|14.70\|15.29\|14.56\|51620;2026-07-13\|15.07\|-0.07\|14.95\|15.33\|14.90\|55227;2026-07-14\|15.40\|2.19\|15.00\|15.55\|14.88\|56972;2026-07-15\|15.69\|1.88\|15.40\|15.92\|15.33\|69651;2026-07-16\|16.41\|4.59\|15.78\|16.53\|15.56\|126329;2026-07-17\|16.00\|-2.50\|16.41\|16.48\|15.87\|120560;2026-07-20\|16.75\|4.69\|16.00\|16.78\|15.85\|126565;2026-07-21\|16.18\|-3.40\|16.68\|16.89\|16.12\|98684;2026-07-22\|16.27\|0.56\|16.07\|16.27\|15.63\|126392;2026-07-23\|16.12\|-0.92\|16.10\|16.25\|15.68\|91200;2026-07-24\|15.53\|-3.66\|15.99\|16.15\|15.51\|48466;2026-07-27\|15.78\|1.61\|15.53\|15.92\|15.48\|53837;2026-07-28\|15.52\|-1.65\|15.77\|15.78\|15.29\|64758;2026-07-29\|16.29\|4.96\|15.48\|16.40\|15.48\|92808;2026-07-30\|16.30\|0.06\|16.18\|16.48\|16.03\|47208;2026-07-31\|16.24\|-0.37\|16.20\|16.36\|16.01\|58535;2026-08-03\|16.02\|-1.35\|16.00\|16.39\|15.43\|61523;2026-08-04\|16.15\|0.81\|16.16\|16.27\|16.00\|46484;2026-08-05\|15.90\|-1.55\|16.15\|16.17\|15.62\|99432;2026-08-06\|15.37\|-3.33\|15.93\|15.93\|15.34\|78870;2026-08-07\|16.20\|5.40\|15.40\|16.29\|15.35\|158385;2026-08-10\|15.92\|-1.73\|16.18\|16.69\|15.87\|86276;2026-08-11\|15.81\|-0.69\|15.92\|16.24\|15.79\|49972;2026-08-12\|15.64\|-1.08\|15.81\|15.95\|15.58\|57430;2026-08-13\|15.70\|0.38\|15.61\|15.93\|15.31\|94972;2026-08-14\|15.53\|-1.08\|15.66\|15.71\|15.38\|40598;2026-08-17\|15.58\|0.32\|15.48\|15.85\|15.08\|74032;2026-08-18\|15.74\|1.03\|15.45\|15.90\|15.45\|58642;2026-08-19\|15.71\|-0.19\|15.72\|15.93\|15.64\|46147;2026-08-20\|16.00\|1.85\|15.79\|16.25\|15.79\|66773;2026-08-21\|15.58\|-2.62\|15.91\|15.94\|15.23\|72224;2026-08-24\|15.38\|-1.28\|15.58\|15.58\|15.16\|61323;2026-08-25\|15.39\|0.07\|15.36\|15.54\|15.29\|29285;2026-08-26\|15.38\|-0.07\|15.36\|15.73\|15.30\|46054;2026-08-27\|15.38\|0.00\|15.39\|15.49\|15.20\|41038;2026-08-28\|15.32\|-0.39\|15.36\|15.38\|15.25\|24815;2026-08-31\|15.02\|-1.96\|15.28\|15.28\|14.91\|63981;2026-09-01\|15.44\|2.80\|14.99\|15.52\|14.95\|59680;2026-09-02\|15.50\|0.39\|15.40\|15.56\|15.23\|27088;2026-09-03\|15.39\|-0.71\|15.51\|15.57\|15.35\|17259;2026-09-04\|15.58\|1.23\|15.45\|15.71\|15.32\|47761;2026-09-07\|15.41\|-1.09\|15.59\|15.66\|15.28\|34115;2026-09-08\|15.51\|0.65\|15.42\|15.61\|15.39\|25636;2026-09-09\|15.69\|1.16\|15.51\|15.76\|15.46\|30373;2026-09-10\|16.04\|2.23\|15.72\|16.06\|15.51\|50385;2026-09-11\|15.69\|-2.18\|16.11\|16.17\|15.68\|38471;2026-09-14\|16.12\|2.74\|15.82\|16.24\|15.70\|49241;2026-09-15\|17.73\|9.99\|16.25\|17.73\|16.25\|274253;2026-09-16\|17.76\|0.17\|17.91\|18.35\|17.46\|346903;2026-09-17\|17.30\|-2.59\|17.66\|17.88\|16.92\|186871;2026-09-18\|18.17\|5.03\|17.40\|18.40\|17.38\|180489;2026-09-21\|18.05\|-0.66\|18.30\|18.35\|17.65\|142127;2026-09-22\|18.26\|1.16\|18.00\|18.29\|17.66\|130332;2026-09-23\|18.83\|3.12\|18.29\|18.88\|18.21\|162316;2026-09-24\|18.10\|-3.88\|18.80\|18.95\|18.03\|81179;2026-09-28\|18.32\|1.22\|18.18\|18.54\|18.13\|83838;2026-09-29\|17.87\|-2.46\|18.25\|18.48\|17.80\|69511;2026-09-30\|18.09\|1.23\|17.90\|18.31\|17.87\|56118;2026-10-08\|17.50\|-3.26\|18.69\|18.80\|17.41\|105936;2026-10-09\|17.31\|-1.09\|17.50\|17.89\|17.31\|90391;2026-10-12\|16.85\|-2.66\|17.31\|17.50\|16.75\|81136;2026-10-13\|16.51\|-2.02\|16.90\|16.99\|16.45\|53031;2026-10-14\|16.25\|-1.57\|16.53\|16.62\|16.18\|43514;2026-10-15\|16.20\|-0.31\|16.17\|16.24\|15.90\|51367;2026-10-16\|15.84\|-2.22\|16.29\|16.54\|15.71\|64959;2026-10-19\|15.48\|-2.27\|15.83\|15.99\|15.28\|80488;2026-10-20\|15.53\|0.32\|15.51\|15.64\|15.39\|35597;2026-10-21\|15.47\|-0.39\|15.58\|15.69\|15.41\|36756;2026-10-22\|15.28\|-1.23\|15.49\|15.59\|15.25\|37468;2026-10-23\|15.35\|0.46\|15.30\|15.39\|14.99\|46909;2026-10-26\|15.18\|-1.11\|15.03\|15.37\|14.87\|67086;2026-10-27\|14.80\|-2.50\|15.19\|15.57\|14.80\|48628;2026-10-28\|14.81\|0.07\|14.80\|15.03\|14.80\|31805;2026-10-29\|14.50\|-2.09\|14.83\|14.89\|14.45\|46064;2026-10-30\|15.04\|3.72\|14.50\|15.33\|14.41\|73404;2026-11-02\|15.21\|1.13\|15.02\|15.42\|14.90\|53593;2026-11-03\|15.49\|1.84\|15.10\|15.56\|15.08\|33755;2026-11-04\|15.56\|0.45\|15.50\|15.68\|15.32\|48543;2026-11-05\|15.81\|1.61\|15.56\|15.85\|15.44\|42406;2026-11-06\|15.71\|-0.63\|15.62\|15.97\|15.60\|44642
130023		汽车零部件+4D毫米波雷达+泰国基地+参股半导体 1、据2026年8月29日半年度报告，公司新增4D毫米波雷达等智能感知业务，持续推进八发八收、十六发十六收4D成像雷达研发，布局智能驾驶、低空飞行等场景。 2、据2026年8月29日主要经营数据公告，公司上半年汽车类精密塑料零部件实现营业收入4.96亿元，主营业务保持规模。 3、据2026年9月11日投资者关系活动记录表，泰国基地插座总成项目预计下半年量产，一期产能规划约1600万只，投产后服务美国客户。 4、据2026年8月19日互动易，公司通过认购嘉兴隽满股权投资合伙企业（有限合伙）的5,000万元份额，间接获得了广州粤芯半导体技术股份有限公司的股权，但持股比例极低。	1、公司供应给汽车无人驾驶领域的复杂嵌件注塑精密组件，主要配套于雷达、传感器及电控系统等； 2、公司已在汽车刹车系统试制中应用PEEK材料，并认为轻量化是人形机器人重要方向，正积极寻求与Tier1客户合作机会	2026-06-29\|15.89\|-1.97\|16.22\|16.28\|15.81\|29305;2026-06-30\|16.83\|5.92\|15.90\|16.89\|15.65\|37987;2026-07-01\|16.96\|0.77\|16.53\|17.81\|16.53\|35422;2026-07-02\|17.49\|3.12\|16.56\|18.06\|16.56\|49144;2026-07-03\|18.06\|3.26\|17.32\|18.43\|17.32\|51236;2026-07-06\|17.34\|-3.99\|17.98\|18.10\|17.32\|33697;2026-07-07\|16.77\|-3.29\|17.30\|17.64\|16.71\|28575;2026-07-08\|16.35\|-2.50\|16.81\|16.81\|16.22\|23625;2026-07-09\|16.55\|1.22\|16.13\|16.76\|15.80\|31154;2026-07-10\|16.65\|0.60\|16.47\|17.01\|16.25\|29016;2026-07-13\|16.07\|-3.48\|16.60\|16.81\|16.03\|28531;2026-07-14\|16.06\|-0.06\|16.04\|16.38\|15.86\|28424;2026-07-15\|16.43\|2.30\|16.04\|16.58\|15.90\|32769;2026-07-16\|16.31\|-0.73\|16.28\|16.58\|16.14\|17836;2026-07-17\|15.52\|-4.84\|16.27\|16.47\|15.41\|30053;2026-07-20\|14.81\|-4.57\|15.55\|15.68\|14.62\|34325;2026-07-21\|14.91\|0.68\|14.98\|15.00\|14.23\|32279;2026-07-22\|14.55\|-2.41\|14.87\|14.95\|14.45\|19130;2026-07-23\|14.85\|2.06\|14.49\|14.92\|14.46\|17733;2026-07-24\|14.55\|-2.02\|14.69\|14.85\|14.40\|15246;2026-07-27\|14.75\|1.37\|14.55\|14.84\|14.26\|14181;2026-07-28\|14.78\|0.20\|14.49\|14.96\|14.49\|13893;2026-07-29\|15.09\|2.10\|14.71\|15.10\|14.65\|17796;2026-07-30\|14.79\|-1.99\|14.99\|15.22\|14.74\|19824;2026-07-31\|15.16\|2.50\|14.85\|15.53\|14.85\|19952;2026-08-03\|15.48\|2.11\|15.08\|15.56\|15.08\|20001;2026-08-04\|15.51\|0.19\|15.69\|15.69\|15.42\|15757;2026-08-05\|15.85\|2.19\|15.52\|15.90\|15.52\|19206;2026-08-06\|15.79\|-0.38\|15.70\|16.00\|15.51\|17113;2026-08-07\|15.85\|0.38\|15.75\|16.25\|15.58\|21040;2026-08-10\|16.07\|1.39\|16.19\|16.19\|15.55\|19618;2026-08-11\|15.97\|-0.62\|15.99\|16.10\|15.77\|14974;2026-08-12\|16.12\|0.94\|16.00\|16.37\|15.86\|18210;2026-08-13\|15.86\|-1.61\|16.10\|16.22\|15.82\|12220;2026-08-14\|15.86\|0.00\|16.02\|16.02\|15.75\|15375;2026-08-17\|16.11\|1.58\|15.86\|16.16\|15.76\|13625;2026-08-18\|16.06\|-0.31\|16.20\|16.20\|15.89\|13954;2026-08-19\|15.28\|-4.86\|15.99\|16.00\|15.23\|21105;2026-08-20\|15.60\|2.09\|15.28\|15.68\|15.28\|15043;2026-08-21\|15.61\|0.06\|15.39\|15.78\|15.33\|17324;2026-08-24\|15.50\|-0.70\|15.74\|15.74\|15.36\|13814;2026-08-25\|15.85\|2.26\|15.50\|15.90\|15.31\|16340;2026-08-26\|15.92\|0.44\|15.85\|16.11\|15.73\|12227;2026-08-27\|16.00\|0.50\|15.92\|16.21\|15.77\|17704;2026-08-28\|15.94\|-0.38\|15.99\|16.24\|15.91\|16624;2026-08-31\|16.58\|4.02\|15.55\|16.85\|15.44\|49015;2026-09-01\|16.54\|-0.24\|16.53\|16.91\|16.28\|43138;2026-09-02\|16.54\|0.00\|16.38\|16.65\|16.24\|26505;2026-09-03\|16.94\|2.42\|16.57\|17.04\|16.47\|32938;2026-09-04\|16.61\|-1.95\|17.00\|17.09\|16.56\|35515;2026-09-07\|16.40\|-1.26\|16.60\|16.71\|16.37\|24178;2026-09-08\|16.42\|0.12\|16.41\|16.66\|16.36\|22741;2026-09-09\|16.10\|-1.95\|16.38\|16.53\|16.07\|24824;2026-09-10\|15.62\|-2.98\|16.01\|16.01\|15.53\|17339;2026-09-11\|15.23\|-2.50\|15.61\|15.61\|14.99\|18764;2026-09-14\|15.21\|-0.13\|15.08\|15.49\|15.08\|17265;2026-09-15\|16.73\|9.99\|15.23\|16.73\|15.13\|94136;2026-09-16\|16.67\|-0.36\|17.50\|17.50\|16.50\|140047;2026-09-17\|17.88\|7.26\|16.67\|18.34\|16.52\|169802;2026-09-18\|17.13\|-4.19\|17.39\|17.55\|16.98\|120280;2026-09-21\|17.19\|0.35\|16.86\|17.37\|16.85\|76418;2026-09-22\|18.22\|5.99\|17.15\|18.50\|17.03\|134754;2026-09-23\|18.16\|-0.33\|18.31\|18.31\|17.89\|65706;2026-09-24\|18.06\|-0.55\|18.00\|18.79\|18.00\|67162;2026-09-28\|18.38\|1.77\|18.06\|18.80\|17.82\|72821;2026-09-29\|19.29\|4.95\|18.36\|19.46\|18.22\|80939;2026-09-30\|19.57\|1.45\|18.98\|19.95\|18.78\|94243;2026-10-08\|21.31\|8.89\|19.50\|21.40\|19.30\|158240;2026-10-09\|22.21\|4.22\|21.26\|22.37\|21.08\|172895;2026-10-12\|21.00\|-5.45\|22.21\|22.35\|20.45\|132579;2026-10-13\|20.90\|-0.48\|20.32\|21.34\|20.32\|96408;2026-10-14\|19.71\|-5.69\|20.90\|21.09\|19.65\|107851;2026-10-15\|19.65\|-0.30\|18.90\|20.20\|18.90\|67771;2026-10-16\|19.09\|-2.85\|19.69\|20.00\|18.86\|51045;2026-10-19\|18.30\|-4.14\|19.29\|19.29\|17.82\|50994;2026-10-20\|18.13\|-0.93\|18.23\|18.60\|17.77\|55049;2026-10-21\|17.74\|-2.15\|18.22\|18.29\|17.60\|40657;2026-10-22\|16.79\|-5.36\|17.73\|18.15\|16.72\|53857;2026-10-23\|16.84\|0.30\|16.49\|16.87\|15.35\|82668;2026-10-26\|16.49\|-2.08\|16.25\|16.76\|16.15\|37410;2026-10-27\|15.91\|-3.52\|16.58\|16.82\|15.90\|44215;2026-10-28\|16.80\|5.59\|16.23\|17.20\|15.72\|63654;2026-10-29\|15.91\|-5.30\|16.72\|16.97\|15.91\|51570;2026-10-30\|15.00\|-5.72\|15.64\|16.05\|15.00\|54285;2026-11-02\|15.15\|1.00\|15.10\|15.37\|14.24\|63195;2026-11-03\|14.73\|-2.77\|14.97\|15.20\|14.63\|36753;2026-11-04\|14.78\|0.34\|14.82\|14.86\|14.08\|60436;2026-11-05\|15.49\|4.80\|14.75\|15.49\|14.63\|58818;2026-11-06\|15.06\|-2.78\|15.18\|15.28\|14.78\|42847
130022		涨停揭秘：作为全国人形机器人标准工作组成员单位，深度参与国标行标制定，直接受益于Optimus量产进程与国内产业化政策加速；涨停缘由：标准话语权带来技术外溢与客户导入优势；工业机器人本体及系统集成业务已进入头部车企与3C产线；资金逻辑：资金押注标准制定权带来的长期产业卡位价值，叠加机器人板块整体高换手与机构调仓窗口期；风险提示：标准制定收益难以量化，短期业绩无直接体现，需警惕主题退潮后估值回调压力	公司是全国机器人标准化技术委员会人形机器人标准工作组（SAC/TC591/WG2）成员单位，参与制订人形机器人及其应用领域相关的国家标准及行业标准	2026-06-29\|42.41\|-1.14\|43.54\|44.67\|41.00\|92936;2026-06-30\|42.04\|-0.87\|42.41\|43.50\|41.08\|60988;2026-07-01\|42.04\|0.00\|42.50\|43.09\|41.55\|64235;2026-07-02\|41.10\|-2.24\|41.00\|43.19\|41.00\|55595;2026-07-03\|39.80\|-3.16\|41.41\|41.98\|39.74\|58016;2026-07-06\|39.00\|-2.01\|39.89\|40.98\|37.54\|62326;2026-07-07\|38.00\|-2.56\|39.00\|39.90\|37.63\|39317;2026-07-08\|36.48\|-4.00\|37.91\|37.99\|35.37\|47324;2026-07-09\|37.82\|3.67\|37.80\|37.99\|35.70\|43305;2026-07-10\|37.45\|-0.98\|37.82\|38.75\|37.00\|43720;2026-07-13\|35.11\|-6.25\|36.80\|37.26\|34.87\|34038;2026-07-14\|34.90\|-0.60\|35.28\|35.52\|33.90\|26999;2026-07-15\|34.93\|0.09\|34.81\|35.68\|34.52\|25613;2026-07-16\|34.79\|-0.40\|34.93\|35.56\|34.10\|26143;2026-07-17\|33.50\|-3.71\|34.76\|35.45\|33.00\|46570;2026-07-20\|30.49\|-8.99\|34.16\|34.25\|30.15\|58510;2026-07-21\|31.11\|2.03\|30.51\|31.11\|28.07\|50904;2026-07-22\|30.44\|-2.15\|30.33\|31.27\|30.00\|28554;2026-07-23\|33.48\|9.99\|30.44\|33.48\|30.21\|46516;2026-07-24\|33.90\|1.25\|33.49\|35.68\|33.00\|74964;2026-07-27\|37.29\|10.00\|33.28\|37.29\|33.28\|43490;2026-07-28\|38.49\|3.22\|37.73\|39.73\|36.92\|100909;2026-07-29\|36.79\|-4.42\|37.76\|37.76\|35.59\|71219;2026-07-30\|37.27\|1.30\|36.50\|38.50\|36.11\|66762;2026-07-31\|36.52\|-2.01\|37.63\|38.00\|35.86\|60462;2026-08-03\|35.73\|-2.16\|36.52\|36.88\|35.38\|42774;2026-08-04\|36.10\|1.04\|35.90\|36.50\|35.55\|50300;2026-08-05\|36.80\|1.94\|35.90\|36.80\|35.66\|47989;2026-08-06\|37.25\|1.22\|36.52\|37.36\|36.26\|55502;2026-08-07\|38.95\|4.56\|37.02\|39.74\|36.72\|80486;2026-08-10\|40.03\|2.77\|38.95\|41.41\|38.90\|92197;2026-08-11\|41.43\|3.50\|39.10\|43.00\|38.52\|82879;2026-08-12\|41.28\|-0.36\|41.41\|42.40\|40.60\|50547;2026-08-13\|40.59\|-1.67\|41.10\|41.87\|40.58\|34808;2026-08-14\|40.15\|-1.08\|40.78\|41.10\|39.52\|30609;2026-08-17\|44.17\|10.01\|40.85\|44.17\|40.66\|49401;2026-08-18\|43.61\|-1.27\|45.00\|45.11\|43.11\|57596;2026-08-19\|39.70\|-8.97\|43.00\|43.00\|39.40\|54145;2026-08-20\|39.44\|-0.65\|40.50\|40.70\|39.16\|26522;2026-08-21\|40.90\|3.70\|39.22\|41.36\|38.51\|40895;2026-08-24\|41.87\|2.37\|40.36\|43.37\|40.26\|52725;2026-08-25\|43.40\|3.65\|40.87\|44.50\|40.01\|75457;2026-08-26\|41.78\|-3.73\|43.40\|43.80\|41.26\|48588;2026-08-27\|40.55\|-2.94\|41.59\|41.99\|40.03\|53841;2026-08-28\|44.61\|10.01\|40.31\|44.61\|40.16\|69567;2026-08-31\|44.60\|-0.02\|43.77\|44.82\|42.57\|85365;2026-09-01\|45.60\|2.24\|44.43\|46.00\|43.33\|77858;2026-09-02\|44.82\|-1.71\|44.79\|47.18\|44.60\|81446;2026-09-03\|45.48\|1.47\|44.99\|46.84\|44.00\|60067;2026-09-04\|43.85\|-3.58\|45.04\|45.79\|43.43\|44115;2026-09-07\|46.91\|6.98\|43.85\|47.13\|43.80\|71808;2026-09-08\|48.31\|2.98\|46.58\|49.26\|45.53\|71541;2026-09-09\|47.52\|-1.64\|48.10\|49.25\|47.12\|45637;2026-09-10\|46.08\|-3.03\|47.21\|47.50\|45.61\|42898;2026-09-11\|44.95\|-2.45\|45.53\|45.87\|43.19\|44972;2026-09-14\|43.78\|-2.60\|46.58\|49.45\|43.00\|126677;2026-09-15\|48.16\|10.00\|42.94\|48.16\|41.00\|151429;2026-09-16\|52.98\|10.01\|51.00\|52.98\|51.00\|135721;2026-09-17\|51.17\|-3.42\|55.00\|55.00\|51.00\|203837;2026-09-18\|51.40\|0.45\|51.67\|52.97\|49.94\|131250;2026-09-21\|49.33\|-4.03\|51.40\|51.80\|49.09\|99870;2026-09-22\|51.60\|4.60\|49.03\|54.26\|48.56\|144514;2026-09-23\|48.99\|-5.06\|51.84\|51.90\|48.70\|94245;2026-09-24\|46.74\|-4.59\|48.98\|49.19\|46.63\|69336;2026-09-28\|42.73\|-8.58\|46.75\|46.75\|42.68\|65821;2026-09-29\|42.00\|-1.71\|42.44\|43.86\|41.95\|55289;2026-09-30\|41.25\|-1.79\|42.60\|42.60\|41.18\|45094;2026-10-08\|39.40\|-4.48\|41.26\|41.46\|39.10\|42806;2026-10-09\|38.79\|-1.55\|39.48\|39.61\|37.24\|40657;2026-10-12\|39.05\|0.67\|38.81\|40.10\|38.11\|53034;2026-10-13\|39.60\|1.41\|38.16\|40.21\|37.11\|52228;2026-10-14\|38.26\|-3.38\|39.70\|41.15\|38.18\|52219;2026-10-15\|38.53\|0.71\|37.10\|39.13\|37.05\|43218;2026-10-16\|38.85\|0.83\|39.00\|39.95\|38.28\|46941;2026-10-19\|39.11\|0.67\|38.75\|39.42\|38.10\|37202;2026-10-20\|39.67\|1.43\|39.30\|40.33\|38.75\|55137;2026-10-21\|38.32\|-3.40\|39.70\|40.07\|38.17\|54828;2026-10-22\|37.65\|-1.75\|38.11\|38.93\|37.59\|41138;2026-10-23\|39.05\|3.72\|37.05\|39.47\|35.60\|67516;2026-10-26\|39.16\|0.28\|39.42\|39.94\|38.50\|40584;2026-10-27\|38.16\|-2.55\|39.75\|39.94\|38.16\|31948;2026-10-28\|39.47\|3.43\|38.16\|39.78\|37.89\|51563;2026-10-29\|38.46\|-2.56\|39.06\|39.75\|38.31\|33615;2026-10-30\|37.55\|-2.37\|37.03\|39.09\|37.03\|33378;2026-11-02\|38.00\|1.20\|37.18\|38.29\|36.00\|33639;2026-11-03\|35.75\|-5.92\|37.86\|37.97\|35.30\|40866;2026-11-04\|37.49\|4.87\|35.98\|37.60\|35.36\|41409;2026-11-05\|37.97\|1.28\|37.20\|38.35\|36.99\|31904;2026-11-06\|37.04\|-2.45\|36.96\|37.64\|36.56\|23518
130021	ASML正在研究在2028年生产超过110 台EUV光刻机	石墨烯+柔性屏+家居行业原因：据中证金牛座，记者4月6日从产业链人士处获悉，富士康已在试产苹果折叠屏iPhone手机，或将于下半年推出。公司原因： 1、据2025年4月19日年度报告，公司控股子公司厦门烯成石墨烯为国内首家专业生产石墨烯生长系统的高新技术企业，已布局石墨烯相关技术和专利，可应用于柔性触控领域。 2、据2025年8月30日半年度报告，公司“德尔地板”“Der·1863”等线下有效门店已超三千家，销售网络覆盖全国31省市，持续推进家居产业数智化、绿色化、个性化升级。 3、据2025年4月19日年度报告，公司形成“大家居+新材料”双主业，石墨烯导热材料、恒温水杯等应用产品已实现销售，并积极探索与传统家居业务的联动发展。	1、公司全资成立德晶耀半导体苏州有限公司，经营范围涵盖电子专用材料研发、半导体器件专用设备制造等； 2、控股子公司烯成石墨烯有用于柔性屏的石墨烯透明导电薄膜产品布局	2026-06-29\|10.26\|3.74\|9.82\|10.28\|9.50\|660873;2026-06-30\|11.29\|10.04\|10.32\|11.29\|10.17\|439385;2026-07-01\|11.48\|1.68\|11.70\|12.09\|11.21\|855898;2026-07-02\|11.44\|-0.35\|11.32\|11.88\|11.02\|525795;2026-07-03\|10.91\|-4.63\|11.30\|11.58\|10.69\|485709;2026-07-06\|10.74\|-1.56\|10.83\|11.25\|10.50\|337674;2026-07-07\|9.96\|-7.26\|10.75\|10.75\|9.79\|376002;2026-07-08\|10.05\|0.90\|10.28\|10.35\|9.80\|330270;2026-07-09\|9.62\|-4.28\|10.04\|10.14\|9.20\|393629;2026-07-10\|9.68\|0.62\|9.64\|9.90\|9.52\|284869;2026-07-13\|8.89\|-8.16\|9.61\|9.70\|8.85\|304562;2026-07-14\|8.69\|-2.25\|8.95\|9.18\|8.41\|291755;2026-07-15\|8.46\|-2.65\|8.68\|8.88\|8.40\|204859;2026-07-16\|7.90\|-6.62\|8.51\|8.54\|7.83\|269270;2026-07-17\|7.35\|-6.96\|7.92\|7.96\|7.20\|305203;2026-07-20\|6.62\|-9.93\|7.35\|7.59\|6.62\|326004;2026-07-21\|6.43\|-2.87\|6.56\|6.61\|5.96\|497268;2026-07-22\|6.42\|-0.16\|6.38\|6.93\|6.32\|431721;2026-07-23\|6.42\|0.00\|6.40\|6.58\|6.27\|276889;2026-07-24\|6.04\|-5.92\|6.36\|6.41\|6.02\|246670;2026-07-27\|6.48\|7.28\|6.03\|6.49\|5.91\|271775;2026-07-28\|6.32\|-2.47\|6.50\|6.96\|6.30\|361359;2026-07-29\|6.45\|2.06\|6.46\|6.52\|6.20\|305058;2026-07-30\|6.16\|-4.50\|6.49\|6.56\|6.08\|271533;2026-07-31\|6.35\|3.08\|6.30\|6.48\|6.26\|254110;2026-08-03\|6.54\|2.99\|6.44\|6.61\|6.39\|176096;2026-08-04\|7.10\|8.56\|6.68\|7.15\|6.41\|376108;2026-08-05\|7.43\|4.65\|7.08\|7.60\|7.00\|359512;2026-08-06\|7.89\|6.19\|7.39\|7.92\|7.35\|317421;2026-08-07\|8.68\|10.01\|7.93\|8.68\|7.89\|317301;2026-08-10\|9.16\|5.53\|8.70\|9.20\|8.60\|559374;2026-08-11\|8.38\|-8.52\|8.90\|9.19\|8.33\|457761;2026-08-12\|8.88\|5.97\|8.44\|9.02\|8.40\|408024;2026-08-13\|8.78\|-1.13\|8.99\|9.07\|8.74\|314923;2026-08-14\|9.15\|4.21\|8.80\|9.24\|8.60\|276539;2026-08-17\|9.16\|0.11\|9.40\|9.49\|8.95\|365008;2026-08-18\|9.06\|-1.09\|9.18\|9.29\|8.98\|207352;2026-08-19\|8.43\|-6.95\|8.93\|8.96\|8.30\|352037;2026-08-20\|8.67\|2.85\|8.50\|8.88\|8.47\|251210;2026-08-21\|9.54\|10.03\|8.67\|9.54\|8.45\|410792;2026-08-24\|8.73\|-8.49\|9.54\|9.60\|8.59\|607147;2026-08-25\|8.81\|0.92\|8.50\|8.90\|8.34\|289406;2026-08-26\|8.84\|0.34\|8.81\|9.25\|8.58\|400617;2026-08-27\|9.18\|3.85\|8.80\|9.28\|8.62\|347088;2026-08-28\|10.10\|10.02\|10.09\|10.10\|9.57\|961703;2026-08-31\|10.76\|6.53\|10.27\|10.96\|10.10\|751125;2026-09-01\|10.35\|-3.81\|10.67\|10.77\|10.30\|438582;2026-09-02\|10.13\|-2.13\|10.29\|10.50\|9.86\|348387;2026-09-03\|11.14\|9.97\|10.32\|11.14\|10.11\|415517;2026-09-04\|11.01\|-1.17\|11.10\|11.50\|10.89\|484980;2026-09-07\|11.20\|1.73\|11.05\|11.39\|10.89\|282148;2026-09-08\|10.99\|-1.88\|11.28\|11.29\|10.86\|242738;2026-09-09\|10.87\|-1.09\|11.00\|11.41\|10.81\|255770;2026-09-10\|10.35\|-4.78\|10.87\|10.87\|10.29\|353953;2026-09-11\|9.46\|-8.60\|10.19\|10.27\|9.44\|513095;2026-09-14\|9.28\|-1.90\|9.30\|9.48\|8.91\|345998;2026-09-15\|10.21\|10.02\|9.31\|10.21\|9.28\|321874;2026-09-16\|11.23\|9.99\|10.20\|11.23\|10.12\|448840;2026-09-17\|12.03\|7.12\|11.09\|12.30\|11.09\|828246;2026-09-18\|13.23\|9.98\|12.15\|13.23\|12.00\|980795;2026-09-21\|14.14\|6.88\|13.29\|14.40\|13.29\|791029;2026-09-22\|14.13\|-0.07\|14.42\|14.75\|14.00\|697225;2026-09-23\|13.60\|-3.75\|14.20\|14.30\|13.58\|545974;2026-09-24\|13.93\|2.43\|13.55\|14.09\|13.18\|742147;2026-09-28\|12.99\|-6.75\|13.89\|14.02\|12.95\|611470;2026-09-29\|13.44\|3.46\|13.30\|13.69\|12.88\|454706;2026-09-30\|13.48\|0.30\|13.93\|13.97\|13.40\|427779;2026-10-08\|12.53\|-7.05\|13.67\|13.87\|12.30\|439169;2026-10-09\|12.36\|-1.36\|12.75\|12.75\|11.28\|570988;2026-10-12\|11.59\|-6.23\|12.60\|12.70\|11.59\|311860;2026-10-13\|12.33\|6.38\|11.08\|12.49\|10.83\|434772;2026-10-14\|11.94\|-3.16\|12.16\|12.44\|11.80\|250352;2026-10-15\|11.79\|-1.26\|11.51\|12.11\|11.30\|242919;2026-10-16\|11.52\|-2.29\|12.24\|12.39\|11.38\|281335;2026-10-19\|11.56\|0.35\|11.46\|11.66\|10.78\|240180;2026-10-20\|11.46\|-0.87\|11.60\|11.68\|11.30\|164343;2026-10-21\|11.58\|1.05\|11.54\|11.78\|11.42\|144794;2026-10-22\|10.74\|-7.25\|11.55\|11.68\|10.69\|222343;2026-10-23\|10.36\|-3.54\|10.32\|10.53\|9.67\|386936;2026-10-26\|9.64\|-6.95\|10.23\|10.23\|9.52\|282937;2026-10-27\|9.25\|-4.05\|9.78\|10.08\|9.22\|241411;2026-10-28\|9.89\|6.92\|9.23\|10.08\|9.12\|325154;2026-10-29\|8.90\|-10.01\|9.82\|9.83\|8.90\|275738;2026-10-30\|8.01\|-10.00\|8.70\|8.87\|8.01\|442568;2026-11-02\|8.24\|2.87\|8.05\|8.34\|7.77\|309098;2026-11-03\|7.85\|-4.73\|8.12\|8.30\|7.74\|228165;2026-11-04\|8.17\|4.08\|7.90\|8.24\|7.31\|352842;2026-11-05\|8.88\|8.69\|8.08\|8.98\|8.01\|347263;2026-11-06\|8.67\|-2.36\|8.28\|8.82\|8.16\|311670
130020	欧洲海风需求有望提升	风电+海工装备+油气船舶+定增扩产 1、公司的主营业务是风塔及零部件、风电叶片及模具、风电海工及相关产品的研发、生产和销售，风电场项目的开发投资、建设和运营业务。 2、据2026年9月2日发行人和保荐机构回复意见，公司海工产品在手订单金额合计约89.26亿元，订单持续增长，预计海工业务持续增长。 3、据2026年8月31日半年报，公司已签订FPSO船体建造合同，并获得多艘原油轮及成品油轮订单，油气船舶业务成长空间进一步打开。 4、据2026年9月2日半年度网上业绩说明会投关记录表，公司拟募资不超过19.5亿元，主要投向海工基地建设、特种运输船舶购置及补充流动资金。	1、全球最具规模的风力发电塔架制造商之一； 2、公司复材事业部中标中国船舶科学研究中心目标无人地效翼船结构建造及总装联调项目	2026-06-29\|8.41\|-0.59\|8.37\|8.63\|8.10\|378441;2026-06-30\|8.43\|0.24\|8.40\|8.79\|8.33\|327218;2026-07-01\|8.31\|-1.42\|8.36\|8.50\|8.08\|380769;2026-07-02\|8.20\|-1.32\|8.16\|8.41\|8.16\|372479;2026-07-03\|8.52\|3.90\|8.24\|8.61\|8.20\|437204;2026-07-06\|7.95\|-6.69\|8.43\|8.72\|7.85\|596500;2026-07-07\|7.78\|-2.14\|8.12\|8.26\|7.77\|290952;2026-07-08\|7.55\|-2.96\|7.78\|8.12\|7.43\|428179;2026-07-09\|7.52\|-0.40\|7.55\|7.59\|7.28\|368725;2026-07-10\|7.56\|0.53\|7.48\|7.73\|7.38\|385357;2026-07-13\|7.36\|-2.65\|7.60\|7.75\|7.17\|520209;2026-07-14\|7.62\|3.53\|7.28\|7.70\|7.22\|549323;2026-07-15\|6.86\|-9.97\|7.27\|7.40\|6.86\|814455;2026-07-16\|6.30\|-8.16\|6.71\|6.87\|6.20\|1047080;2026-07-17\|6.14\|-2.54\|6.26\|6.38\|6.08\|794472;2026-07-20\|6.04\|-1.63\|6.14\|6.29\|5.93\|663694;2026-07-21\|6.07\|0.50\|6.00\|6.08\|5.80\|636105;2026-07-22\|6.06\|-0.16\|6.05\|6.22\|5.99\|503385;2026-07-23\|6.33\|4.46\|6.03\|6.35\|6.00\|575183;2026-07-24\|6.08\|-3.95\|6.28\|6.51\|6.06\|420384;2026-07-27\|6.32\|3.95\|6.08\|6.33\|6.04\|356393;2026-07-28\|6.41\|1.42\|6.40\|6.60\|6.33\|614835;2026-07-29\|6.45\|0.62\|6.30\|6.51\|6.20\|658360;2026-07-30\|6.30\|-2.33\|6.36\|6.51\|6.23\|410828;2026-07-31\|6.38\|1.27\|6.32\|6.47\|6.32\|423057;2026-08-03\|6.79\|6.43\|6.47\|6.87\|6.45\|678399;2026-08-04\|6.92\|1.91\|6.77\|6.98\|6.70\|503149;2026-08-05\|6.90\|-0.29\|6.90\|6.98\|6.82\|471051;2026-08-06\|6.65\|-3.62\|6.88\|6.94\|6.58\|546320;2026-08-07\|6.67\|0.30\|6.61\|6.69\|6.48\|432890;2026-08-10\|6.71\|0.60\|6.63\|6.74\|6.54\|348945;2026-08-11\|6.61\|-1.49\|6.68\|6.69\|6.51\|271369;2026-08-12\|6.72\|1.66\|6.61\|6.75\|6.59\|288270;2026-08-13\|6.64\|-1.19\|6.75\|6.79\|6.61\|301242;2026-08-14\|6.54\|-1.51\|6.65\|6.65\|6.49\|286828;2026-08-17\|6.55\|0.15\|6.58\|6.58\|6.43\|313752;2026-08-18\|6.37\|-2.75\|6.53\|6.53\|6.33\|361196;2026-08-19\|6.08\|-4.55\|6.38\|6.39\|6.06\|408445;2026-08-20\|6.11\|0.49\|6.12\|6.18\|6.06\|284741;2026-08-21\|6.15\|0.65\|6.07\|6.18\|6.04\|242027;2026-08-24\|6.04\|-1.79\|6.13\|6.20\|5.97\|277631;2026-08-25\|6.12\|1.32\|6.03\|6.16\|5.99\|232350;2026-08-26\|6.20\|1.31\|6.12\|6.23\|6.12\|201252;2026-08-27\|6.20\|0.00\|6.16\|6.21\|6.08\|211292;2026-08-28\|6.16\|-0.65\|6.18\|6.22\|6.14\|231906;2026-08-31\|6.30\|2.27\|6.25\|6.32\|6.17\|366729;2026-09-01\|6.29\|-0.16\|6.30\|6.40\|6.27\|288771;2026-09-02\|6.17\|-1.91\|6.28\|6.28\|6.15\|230618;2026-09-03\|6.17\|0.00\|6.21\|6.26\|6.14\|201967;2026-09-04\|6.20\|0.49\|6.20\|6.29\|6.16\|270353;2026-09-07\|6.30\|1.61\|6.18\|6.33\|6.14\|330249;2026-09-08\|6.34\|0.63\|6.28\|6.39\|6.26\|252302;2026-09-09\|6.28\|-0.95\|6.32\|6.35\|6.23\|244260;2026-09-10\|6.91\|10.03\|6.23\|6.91\|6.19\|735047;2026-09-11\|7.22\|4.49\|7.12\|7.60\|7.03\|2257366;2026-09-14\|7.10\|-1.66\|7.06\|7.35\|6.92\|1574183;2026-09-15\|7.81\|10.00\|7.15\|7.81\|6.78\|1741987;2026-09-16\|7.82\|0.13\|8.35\|8.59\|7.81\|2717156;2026-09-17\|8.17\|4.48\|7.70\|8.52\|7.29\|2681229;2026-09-18\|7.71\|-5.63\|7.70\|7.98\|7.60\|1974154;2026-09-21\|7.72\|0.13\|7.53\|7.80\|7.53\|1204122;2026-09-22\|7.34\|-4.92\|7.62\|7.68\|7.31\|1222369;2026-09-23\|7.16\|-2.45\|7.26\|7.27\|7.02\|990868;2026-09-24\|7.44\|3.91\|7.11\|7.47\|7.11\|1371944;2026-09-28\|7.78\|4.57\|7.37\|7.80\|7.12\|1538216;2026-09-29\|7.64\|-1.80\|7.59\|8.35\|7.40\|1794139;2026-09-30\|7.98\|4.45\|7.56\|8.20\|7.37\|1738178;2026-10-08\|8.35\|4.64\|7.90\|8.40\|7.80\|1797442;2026-10-09\|7.52\|-9.94\|8.10\|8.50\|7.52\|1764236;2026-10-12\|8.27\|9.97\|7.62\|8.27\|7.50\|1044885;2026-10-13\|8.02\|-3.02\|8.19\|8.98\|7.95\|2323479;2026-10-14\|7.39\|-7.86\|7.86\|7.98\|7.29\|1559197;2026-10-15\|6.74\|-8.80\|7.00\|7.32\|6.68\|1213362;2026-10-16\|7.41\|9.94\|6.83\|7.41\|6.73\|1791312;2026-10-19\|7.20\|-2.83\|7.26\|7.30\|7.01\|1106654;2026-10-20\|7.09\|-1.53\|7.22\|7.24\|7.00\|646161;2026-10-21\|6.96\|-1.83\|7.08\|7.19\|6.93\|628860;2026-10-22\|6.52\|-6.32\|6.93\|6.96\|6.51\|812317;2026-10-23\|6.72\|3.07\|6.41\|6.72\|6.24\|755819;2026-10-26\|6.49\|-3.42\|6.62\|6.67\|6.40\|496325;2026-10-27\|6.40\|-1.39\|6.46\|6.60\|6.40\|436497;2026-10-28\|6.42\|0.31\|6.43\|6.48\|6.29\|401827;2026-10-29\|7.06\|9.97\|6.51\|7.06\|6.42\|1405124;2026-10-30\|7.04\|-0.28\|7.11\|7.22\|6.87\|1307603;2026-11-02\|7.11\|0.99\|7.04\|7.16\|6.90\|815814;2026-11-03\|7.46\|4.92\|7.07\|7.54\|7.00\|1399723;2026-11-04\|7.54\|1.07\|7.30\|7.80\|7.28\|1431732;2026-11-05\|7.65\|1.46\|7.40\|7.93\|7.40\|1282020;2026-11-06\|7.63\|-0.26\|7.41\|7.96\|7.40\|886139
130019	欧洲海风需求有望提升	海上风电+海外拓展+特种运输行业原因： 1、据华西证券9月13日研报，陆风风机价格企稳、低价订单陆续交付完毕，主机厂后续有望迎来盈利拐点。 2、据华西证券9月13日研报，海风需求增长叠加陆风招标量充足，国内海风交付提升及海外市场拓展支撑风电装机和零部件需求。公司原因： 1、据2026年6月23日互动易，公司主营海上风电装备研发制造，提供建造、运输、交付一站式解决方案，覆盖远洋特种运输、船舶设计建造及风电母港运营等业务。 2、据2026年9月14日互动易，公司除深耕欧洲外，正积极开拓日韩、澳洲、东南亚等市场，参与多个当地海上风电项目投标。 3、据2026年9月14日互动易，公司风电装备板块在手订单充沛，远洋特种运输、船舶设计建造业务已逐步成长为新的增长曲线。	公司与挪威Ramstad Energy AS签署欧洲海上风电运输及安装战略合作备忘录，并拟改造3500吨风电安装船，打通“生产—海运—母港—安装”全链路，实现从“产品出海”向“全产业链服务出海”	2026-06-29\|57.17\|2.92\|55.55\|58.30\|54.57\|204089;2026-06-30\|57.97\|1.40\|57.00\|59.69\|56.50\|185948;2026-07-01\|55.04\|-5.05\|57.51\|57.51\|53.20\|271920;2026-07-02\|54.67\|-0.67\|54.95\|55.88\|54.09\|181035;2026-07-03\|56.05\|2.52\|55.63\|56.67\|54.83\|147754;2026-07-06\|52.14\|-6.98\|55.24\|56.10\|51.92\|203807;2026-07-07\|49.70\|-4.68\|52.07\|52.52\|49.50\|219190;2026-07-08\|46.70\|-6.04\|49.70\|49.98\|46.48\|255993;2026-07-09\|47.00\|0.64\|47.00\|47.40\|44.72\|296221;2026-07-10\|46.21\|-1.68\|46.96\|47.85\|45.81\|174475;2026-07-13\|42.45\|-8.14\|46.07\|46.21\|42.30\|253685;2026-07-14\|43.70\|2.94\|42.45\|43.72\|41.95\|229765;2026-07-15\|42.99\|-1.62\|43.62\|44.57\|42.71\|162903;2026-07-16\|40.95\|-4.75\|42.56\|42.56\|40.44\|167791;2026-07-17\|37.37\|-8.74\|40.80\|40.99\|36.86\|386745;2026-07-20\|36.61\|-2.03\|38.04\|38.46\|35.60\|278871;2026-07-21\|38.36\|4.78\|37.72\|38.38\|35.90\|250404;2026-07-22\|37.12\|-3.23\|38.02\|38.20\|36.70\|198786;2026-07-23\|39.55\|6.55\|37.12\|40.10\|36.88\|307191;2026-07-24\|38.19\|-3.44\|39.98\|41.14\|38.15\|441034;2026-07-27\|40.54\|6.15\|37.10\|40.68\|36.69\|341804;2026-07-28\|40.06\|-1.18\|40.46\|41.90\|39.65\|410747;2026-07-29\|40.40\|0.85\|39.93\|41.10\|38.18\|351721;2026-07-30\|39.80\|-1.49\|40.30\|41.42\|39.50\|283267;2026-07-31\|39.41\|-0.98\|39.00\|40.40\|39.00\|263879;2026-08-03\|40.80\|3.53\|39.19\|41.37\|38.50\|325363;2026-08-04\|41.57\|1.89\|40.81\|41.89\|40.44\|264661;2026-08-05\|42.56\|2.38\|42.27\|42.77\|41.68\|290043;2026-08-06\|41.76\|-1.88\|42.02\|42.35\|41.31\|247740;2026-08-07\|42.12\|0.86\|41.53\|42.42\|41.12\|222529;2026-08-10\|42.10\|-0.05\|42.11\|42.54\|41.00\|235504;2026-08-11\|41.65\|-1.07\|42.09\|42.38\|41.26\|167737;2026-08-12\|43.63\|4.75\|41.53\|43.94\|41.45\|284359;2026-08-13\|42.55\|-2.48\|44.12\|44.14\|42.50\|217501;2026-08-14\|41.85\|-1.65\|42.80\|42.93\|41.45\|151852;2026-08-17\|41.92\|0.17\|42.04\|42.17\|40.86\|169499;2026-08-18\|41.34\|-1.38\|41.67\|42.04\|40.77\|178412;2026-08-19\|38.82\|-6.10\|40.87\|40.87\|38.80\|217773;2026-08-20\|39.19\|0.95\|39.20\|39.36\|38.56\|158841;2026-08-21\|39.18\|-0.03\|38.75\|39.72\|38.10\|129678;2026-08-24\|35.26\|-10.01\|37.78\|38.15\|35.26\|366559;2026-08-25\|35.16\|-0.28\|34.71\|35.66\|33.77\|321536;2026-08-26\|35.26\|0.28\|34.92\|35.95\|34.85\|179890;2026-08-27\|35.41\|0.43\|35.00\|35.48\|34.36\|163909;2026-08-28\|35.76\|0.99\|35.41\|36.00\|35.12\|162347;2026-08-31\|35.25\|-1.43\|35.25\|35.75\|34.66\|228955;2026-09-01\|34.20\|-2.98\|35.11\|35.20\|34.12\|189535;2026-09-02\|33.25\|-2.78\|33.99\|34.14\|33.22\|192319;2026-09-03\|33.35\|0.30\|33.69\|33.88\|33.11\|151136;2026-09-04\|33.22\|-0.39\|33.62\|34.19\|33.08\|164151;2026-09-07\|33.24\|0.06\|33.40\|33.65\|33.09\|116659;2026-09-08\|33.11\|-0.39\|33.24\|33.46\|32.91\|126939;2026-09-09\|32.57\|-1.63\|33.11\|33.29\|32.32\|165952;2026-09-10\|33.54\|2.98\|32.40\|33.84\|32.04\|274447;2026-09-11\|35.30\|5.25\|33.21\|35.46\|32.84\|722534;2026-09-14\|35.85\|1.56\|35.53\|36.51\|34.52\|782324;2026-09-15\|39.44\|10.01\|36.80\|39.44\|35.33\|807914;2026-09-16\|39.16\|-0.71\|41.10\|41.96\|38.80\|1290648;2026-09-17\|41.21\|5.23\|38.52\|42.90\|37.37\|1266881;2026-09-18\|39.60\|-3.91\|40.80\|40.88\|39.39\|853728;2026-09-21\|39.70\|0.25\|39.01\|40.20\|38.63\|628803;2026-09-22\|38.08\|-3.86\|39.69\|39.70\|37.80\|639746;2026-09-23\|37.89\|-0.50\|37.90\|38.45\|36.67\|580341;2026-09-24\|39.77\|4.96\|38.06\|40.50\|37.60\|848028;2026-09-28\|41.38\|4.05\|40.33\|41.70\|38.00\|809595;2026-09-29\|42.93\|3.75\|40.60\|45.45\|39.61\|953121;2026-09-30\|46.29\|7.83\|42.79\|47.00\|42.23\|944070;2026-10-08\|48.61\|5.01\|45.83\|49.40\|44.91\|918373;2026-10-09\|43.75\|-10.00\|47.23\|51.00\|43.75\|1051507;2026-10-12\|47.10\|7.66\|42.88\|48.13\|42.06\|999690;2026-10-13\|42.39\|-10.00\|44.88\|46.49\|42.39\|873521;2026-10-14\|38.15\|-10.00\|41.48\|41.85\|38.15\|768466;2026-10-15\|35.32\|-7.42\|35.90\|39.06\|34.96\|681774;2026-10-16\|35.79\|1.33\|35.76\|37.55\|34.34\|740683;2026-10-19\|34.78\|-2.82\|34.80\|35.35\|33.57\|568306;2026-10-20\|34.66\|-0.34\|34.76\|35.27\|34.09\|417851;2026-10-21\|33.81\|-2.45\|34.63\|35.28\|33.75\|418198;2026-10-22\|31.40\|-7.13\|33.39\|33.44\|31.40\|500971;2026-10-23\|32.93\|4.87\|30.50\|33.17\|29.52\|612686;2026-10-26\|31.35\|-4.80\|32.30\|32.50\|31.05\|371770;2026-10-27\|31.53\|0.57\|30.37\|32.80\|30.21\|502944;2026-10-28\|31.02\|-1.62\|31.50\|31.62\|30.74\|307898;2026-10-29\|32.54\|4.90\|31.02\|33.59\|30.40\|664043;2026-10-30\|30.68\|-5.72\|31.87\|32.30\|30.42\|484441;2026-11-02\|30.48\|-0.65\|30.08\|30.79\|29.02\|372367;2026-11-03\|29.96\|-1.71\|30.32\|31.49\|29.86\|348112;2026-11-04\|32.42\|8.21\|29.96\|32.65\|29.65\|605313;2026-11-05\|34.82\|7.40\|32.47\|35.66\|32.45\|736967;2026-11-06\|33.40\|-4.08\|33.71\|35.21\|33.26\|498950
130018	ASML正在研究在2028年生产超过110 台EUV光刻机	半导体存储+锂矿资源+业绩扭亏行业原因： 9月15日，据界面新闻从产业链获悉，苹果已接受三星电子2027年一季度存储芯片报价：DRAM接近2.0美元/GB，NAND闪存接近0.33美元/GB，较今年三季度报价上涨30%-40%。公司原因： 1、据2026年9月4日互动易，公司半导体存储产品涵盖DDR3、DDR4、DDR5、LPDDR4X、eMMC、BGA NAND Flash及UFS等，应用于消费电子、网络通讯、车载、工业控制等领域。 2、据2026年9月4日互动易，公司桂阳大冲里矿采矿权证正在办理过程中，待取得采矿许可证后及时履行信息披露义务。 3、据2026年半年度报告，公司上半年实现营业收入6.66亿元，同比增长1.09%；归母净利润2370.63万元，同比扭亏为盈。	公司半导体存储业务主要产品有NAND、DRAM存储两大系列，子公司大为创芯有产品可以应用在数据中心	2026-06-29\|34.46\|-6.56\|36.88\|36.88\|33.23\|182599;2026-06-30\|36.74\|6.62\|34.81\|37.11\|34.34\|161152;2026-07-01\|36.75\|0.03\|36.75\|38.38\|36.21\|179348;2026-07-02\|34.90\|-5.03\|34.74\|36.46\|33.30\|139778;2026-07-03\|34.99\|0.26\|34.54\|35.77\|33.75\|114066;2026-07-06\|35.19\|0.57\|35.80\|36.34\|34.48\|122298;2026-07-07\|33.35\|-5.23\|35.00\|35.12\|33.35\|102363;2026-07-08\|31.43\|-5.76\|33.02\|33.69\|31.32\|121177;2026-07-09\|33.59\|6.87\|32.00\|33.88\|30.50\|164909;2026-07-10\|32.98\|-1.82\|33.66\|34.19\|32.98\|133408;2026-07-13\|29.92\|-9.28\|32.20\|33.10\|29.75\|125928;2026-07-14\|31.39\|4.91\|29.93\|31.48\|29.60\|135568;2026-07-15\|29.09\|-7.33\|31.69\|31.79\|29.07\|115602;2026-07-16\|27.88\|-4.16\|28.61\|29.21\|27.73\|101903;2026-07-17\|25.09\|-10.01\|27.59\|27.94\|25.09\|131708;2026-07-20\|22.72\|-9.45\|25.50\|26.16\|22.58\|166587;2026-07-21\|24.99\|9.99\|23.48\|24.99\|20.71\|167622;2026-07-22\|27.49\|10.00\|25.98\|27.49\|25.75\|88780;2026-07-23\|27.89\|1.46\|27.95\|28.62\|26.92\|315307;2026-07-24\|26.93\|-3.44\|27.16\|27.98\|26.82\|179702;2026-07-27\|27.57\|2.38\|26.80\|27.80\|26.32\|160246;2026-07-28\|26.89\|-2.47\|27.00\|28.13\|26.71\|137253;2026-07-29\|26.75\|-0.52\|27.36\|27.36\|25.70\|129395;2026-07-30\|25.57\|-4.41\|26.29\|27.90\|25.05\|161551;2026-07-31\|25.80\|0.90\|27.20\|27.50\|25.80\|173190;2026-08-03\|24.96\|-3.26\|25.31\|25.72\|24.80\|107743;2026-08-04\|26.24\|5.13\|25.46\|26.40\|25.16\|133276;2026-08-05\|28.86\|9.98\|26.24\|28.86\|26.17\|206074;2026-08-06\|29.32\|1.59\|28.74\|29.88\|28.30\|263598;2026-08-07\|30.17\|2.90\|29.32\|30.26\|28.79\|196491;2026-08-10\|30.04\|-0.43\|30.17\|30.34\|29.39\|115176;2026-08-11\|29.67\|-1.23\|30.02\|30.28\|29.60\|94155;2026-08-12\|30.25\|1.95\|29.93\|30.44\|29.42\|92604;2026-08-13\|29.50\|-2.48\|30.88\|31.00\|29.50\|114963;2026-08-14\|30.07\|1.93\|30.12\|30.30\|29.28\|96157;2026-08-17\|30.93\|2.86\|30.35\|30.93\|30.00\|104869;2026-08-18\|31.03\|0.32\|30.96\|31.66\|30.51\|126845;2026-08-19\|28.80\|-7.19\|29.80\|30.48\|28.61\|117080;2026-08-20\|29.40\|2.08\|29.08\|31.33\|28.80\|134471;2026-08-21\|29.89\|1.67\|29.21\|29.96\|28.90\|117101;2026-08-24\|31.51\|5.42\|30.15\|31.83\|29.41\|233503;2026-08-25\|32.63\|3.55\|30.40\|33.28\|29.65\|233683;2026-08-26\|31.18\|-4.44\|32.63\|32.63\|30.80\|183303;2026-08-27\|31.09\|-0.29\|31.10\|31.62\|30.65\|164145;2026-08-28\|30.33\|-2.44\|30.82\|31.88\|30.25\|151230;2026-08-31\|30.55\|0.73\|29.60\|30.98\|29.51\|103952;2026-09-01\|29.39\|-3.80\|30.39\|30.52\|29.39\|85928;2026-09-02\|29.08\|-1.05\|28.95\|29.35\|28.65\|58828;2026-09-03\|28.70\|-1.31\|29.37\|29.46\|28.48\|67797;2026-09-04\|27.87\|-2.89\|28.91\|29.27\|27.58\|92958;2026-09-07\|28.15\|1.00\|28.33\|28.54\|28.02\|80917;2026-09-08\|27.97\|-0.64\|28.16\|28.50\|27.66\|75255;2026-09-09\|27.66\|-1.11\|28.09\|28.39\|27.45\|65487;2026-09-10\|27.50\|-0.58\|27.50\|28.00\|27.31\|55761;2026-09-11\|26.69\|-2.95\|26.97\|27.09\|26.04\|89274;2026-09-14\|26.81\|0.45\|26.48\|26.97\|26.01\|51146;2026-09-15\|29.49\|10.00\|26.76\|29.49\|26.53\|174715;2026-09-16\|29.58\|0.31\|29.72\|29.95\|28.68\|261750;2026-09-17\|28.47\|-3.75\|29.30\|29.47\|28.40\|166021;2026-09-18\|29.38\|3.20\|29.00\|29.60\|28.65\|188452;2026-09-21\|29.58\|0.68\|29.50\|29.70\|29.33\|141363;2026-09-22\|29.09\|-1.66\|29.90\|29.98\|28.96\|134055;2026-09-23\|29.34\|0.86\|29.17\|29.42\|28.85\|93342;2026-09-24\|29.20\|-0.48\|28.90\|29.67\|28.82\|130145;2026-09-28\|27.75\|-4.97\|29.00\|29.47\|27.45\|108390;2026-09-29\|27.83\|0.29\|27.75\|28.96\|27.47\|83415;2026-09-30\|26.70\|-4.06\|27.95\|28.10\|26.63\|83310;2026-10-08\|26.07\|-2.36\|26.98\|27.18\|25.88\|72149;2026-10-09\|25.88\|-0.73\|25.80\|26.02\|24.40\|100302;2026-10-12\|25.56\|-1.24\|25.82\|25.99\|24.88\|65092;2026-10-13\|25.60\|0.16\|24.56\|25.98\|24.56\|77210;2026-10-14\|24.71\|-3.48\|25.40\|25.68\|24.70\|56770;2026-10-15\|23.40\|-5.30\|23.61\|24.29\|23.30\|71695;2026-10-16\|23.81\|1.75\|23.98\|24.60\|23.59\|79932;2026-10-19\|23.75\|-0.25\|23.59\|23.95\|22.45\|84251;2026-10-20\|23.65\|-0.42\|23.59\|24.19\|23.46\|78972;2026-10-21\|23.60\|-0.21\|23.70\|23.98\|23.53\|64931;2026-10-22\|22.87\|-3.09\|23.55\|23.68\|22.73\|78686;2026-10-23\|23.59\|3.15\|22.08\|23.67\|21.50\|100903;2026-10-26\|22.24\|-5.72\|23.35\|23.37\|22.17\|89150;2026-10-27\|21.59\|-2.92\|22.69\|22.89\|21.59\|69247;2026-10-28\|22.48\|4.12\|22.00\|22.81\|21.80\|85454;2026-10-29\|21.50\|-4.36\|22.44\|22.48\|21.50\|65341;2026-10-30\|20.32\|-5.49\|20.70\|21.58\|20.30\|74985;2026-11-02\|20.72\|1.97\|20.53\|20.96\|20.20\|73415;2026-11-03\|20.09\|-3.04\|20.52\|20.97\|19.91\|71457;2026-11-04\|21.31\|6.07\|20.10\|21.47\|19.88\|111332;2026-11-05\|21.71\|1.88\|20.88\|22.14\|20.88\|98773;2026-11-06\|21.05\|-3.04\|20.60\|21.44\|20.50\|59978
130017	欧洲海风需求有望提升	风电铸件+风电轴承+半年报增长行业原因： 1、据华西证券9月13日研报，陆风风机价格企稳、低价订单陆续交付完毕，主机厂后续有望迎来盈利拐点。 2、据华西证券9月13日研报，海风需求增长叠加陆风招标量充足，国内海风交付提升及海外市场拓展支撑风电装机和零部件需求。公司原因： 1、据2026年8月25日半年度报告，公司专注大型风机零部件研发生产，产品涵盖750KW至15MW机组轮毂、底座、轴及轴承座，并具备铸造、机加工、表面处理及装配的一站式能力。 2、据2026年8月25日半年度报告，公司2026年1月完成新能轴承收购，新增偏航、变桨及主轴轴承业务，完善风电零部件产品矩阵。 3、据2026年8月25日半年度报告，公司上半年实现营收9.96亿元，同比增长39.33%；归母净利润1.19亿元，同比增长46.14%。	国内起步最早的生产大型风电铸件的企业，表示更大兆瓦级的海上风机也正在开发中	2026-06-29\|4.29\|-0.92\|4.30\|4.35\|4.18\|267397;2026-06-30\|4.30\|0.23\|4.29\|4.36\|4.23\|193061;2026-07-01\|4.35\|1.16\|4.28\|4.41\|4.23\|272379;2026-07-02\|4.30\|-1.15\|4.34\|4.44\|4.27\|233417;2026-07-03\|4.42\|2.79\|4.29\|4.45\|4.27\|256677;2026-07-06\|4.28\|-3.17\|4.43\|4.45\|4.27\|251750;2026-07-07\|4.16\|-2.80\|4.28\|4.29\|4.15\|164954;2026-07-08\|4.05\|-2.64\|4.17\|4.17\|4.03\|195126;2026-07-09\|4.08\|0.74\|4.06\|4.10\|3.94\|227621;2026-07-10\|4.19\|2.70\|4.07\|4.29\|4.02\|264918;2026-07-13\|4.00\|-4.53\|4.17\|4.21\|3.99\|225511;2026-07-14\|4.07\|1.75\|3.98\|4.09\|3.95\|191657;2026-07-15\|4.10\|0.74\|4.07\|4.15\|4.03\|198230;2026-07-16\|4.07\|-0.73\|4.13\|4.14\|4.03\|183204;2026-07-17\|3.99\|-1.97\|4.07\|4.12\|3.95\|255204;2026-07-20\|4.02\|0.75\|3.99\|4.13\|3.98\|298413;2026-07-21\|4.00\|-0.50\|4.03\|4.05\|3.86\|311449;2026-07-22\|3.97\|-0.75\|3.98\|4.03\|3.95\|194403;2026-07-23\|4.26\|7.30\|3.97\|4.26\|3.96\|489869;2026-07-24\|4.06\|-4.69\|4.22\|4.27\|4.06\|321311;2026-07-27\|4.47\|10.10\|4.06\|4.47\|4.06\|204790;2026-07-28\|4.65\|4.03\|4.87\|4.87\|4.56\|1193767;2026-07-29\|4.57\|-1.72\|4.51\|4.60\|4.47\|666916;2026-07-30\|4.64\|1.53\|4.50\|4.75\|4.49\|762931;2026-07-31\|4.56\|-1.72\|4.50\|4.62\|4.50\|536164;2026-08-03\|4.68\|2.63\|4.57\|4.68\|4.53\|493173;2026-08-04\|4.65\|-0.64\|4.64\|4.69\|4.60\|427868;2026-08-05\|4.62\|-0.65\|4.63\|4.65\|4.58\|423660;2026-08-06\|4.57\|-1.08\|4.60\|4.69\|4.51\|407418;2026-08-07\|4.60\|0.66\|4.57\|4.61\|4.49\|318370;2026-08-10\|4.68\|1.74\|4.58\|4.70\|4.52\|392095;2026-08-11\|4.65\|-0.64\|4.68\|4.75\|4.58\|338368;2026-08-12\|4.75\|2.15\|4.68\|4.75\|4.62\|413026;2026-08-13\|4.65\|-2.11\|4.76\|4.78\|4.64\|366781;2026-08-14\|4.58\|-1.51\|4.66\|4.68\|4.51\|273034;2026-08-17\|4.62\|0.87\|4.58\|4.62\|4.53\|220124;2026-08-18\|4.56\|-1.30\|4.60\|4.62\|4.53\|193066;2026-08-19\|4.36\|-4.39\|4.53\|4.56\|4.34\|282375;2026-08-20\|4.39\|0.69\|4.38\|4.42\|4.36\|157820;2026-08-21\|4.38\|-0.23\|4.38\|4.40\|4.31\|152766;2026-08-24\|4.25\|-2.97\|4.39\|4.40\|4.22\|181849;2026-08-25\|4.48\|5.41\|4.29\|4.50\|4.27\|351024;2026-08-26\|4.52\|0.89\|4.48\|4.57\|4.43\|224680;2026-08-27\|4.52\|0.00\|4.54\|4.54\|4.43\|171403;2026-08-28\|4.53\|0.22\|4.50\|4.54\|4.47\|163539;2026-08-31\|4.55\|0.44\|4.51\|4.55\|4.47\|172823;2026-09-01\|4.56\|0.22\|4.55\|4.60\|4.53\|167875;2026-09-02\|4.53\|-0.66\|4.54\|4.55\|4.49\|126887;2026-09-03\|4.50\|-0.66\|4.54\|4.57\|4.48\|152438;2026-09-04\|4.50\|0.00\|4.53\|4.59\|4.46\|182675;2026-09-07\|4.49\|-0.22\|4.51\|4.54\|4.48\|109534;2026-09-08\|4.55\|1.34\|4.48\|4.57\|4.46\|152902;2026-09-09\|4.56\|0.22\|4.56\|4.57\|4.51\|138302;2026-09-10\|4.63\|1.54\|4.56\|4.68\|4.50\|303573;2026-09-11\|4.80\|3.67\|4.63\|4.85\|4.52\|816108;2026-09-14\|4.71\|-1.88\|4.78\|4.93\|4.65\|561669;2026-09-15\|5.18\|9.98\|4.68\|5.18\|4.57\|782582;2026-09-16\|5.22\|0.77\|5.70\|5.70\|5.21\|2368728;2026-09-17\|5.74\|9.96\|5.09\|5.74\|4.83\|2704514;2026-09-18\|5.55\|-3.31\|5.40\|5.89\|5.35\|2383506;2026-09-21\|5.44\|-1.98\|5.43\|5.66\|5.40\|1421418;2026-09-22\|5.26\|-3.31\|5.40\|5.43\|5.21\|1170832;2026-09-23\|5.00\|-4.94\|5.22\|5.22\|4.97\|1052135;2026-09-24\|5.50\|10.00\|4.93\|5.50\|4.93\|1476511;2026-09-28\|6.05\|10.00\|5.50\|6.05\|5.40\|2647975;2026-09-29\|6.13\|1.32\|6.30\|6.60\|5.75\|2847798;2026-09-30\|6.08\|-0.82\|5.99\|6.35\|5.89\|2339608;2026-10-08\|5.95\|-2.14\|5.97\|6.30\|5.92\|1881085;2026-10-09\|5.80\|-2.52\|5.92\|5.94\|5.45\|1745282;2026-10-12\|5.84\|0.69\|5.79\|6.23\|5.72\|1669106;2026-10-13\|5.56\|-4.79\|5.68\|5.75\|5.36\|1486507;2026-10-14\|5.24\|-5.76\|5.56\|5.59\|5.22\|1062290;2026-10-15\|5.04\|-3.82\|5.05\|5.28\|5.00\|644607;2026-10-16\|5.17\|2.58\|5.08\|5.32\|4.98\|858650;2026-10-19\|5.10\|-1.35\|5.08\|5.12\|4.86\|693581;2026-10-20\|5.07\|-0.59\|5.05\|5.16\|5.01\|481920;2026-10-21\|4.96\|-2.17\|5.10\|5.13\|4.91\|589997;2026-10-22\|4.67\|-5.85\|4.96\|4.97\|4.65\|587206;2026-10-23\|4.71\|0.86\|4.60\|4.74\|4.39\|631765;2026-10-26\|4.58\|-2.76\|4.65\|4.69\|4.52\|418980;2026-10-27\|4.53\|-1.09\|4.61\|4.66\|4.52\|335363;2026-10-28\|4.51\|-0.44\|4.53\|4.57\|4.45\|384972;2026-10-29\|4.63\|2.66\|4.49\|4.75\|4.43\|854567;2026-10-30\|4.35\|-6.05\|4.51\|4.62\|4.34\|711543;2026-11-02\|4.40\|1.15\|4.34\|4.43\|4.25\|445484;2026-11-03\|4.36\|-0.91\|4.37\|4.49\|4.31\|400545;2026-11-04\|4.51\|3.44\|4.34\|4.54\|4.28\|624493;2026-11-05\|4.62\|2.44\|4.47\|4.72\|4.46\|691802;2026-11-06\|4.53\|-1.95\|4.51\|4.67\|4.48\|465415
130016		黄酒+大消费+年报增长 1、据2026年4月1日披露的2025年年报，公司坚持“高端化、年轻化”战略，主推兰亭、1743、爽酒三大核心系列，其中爽酒系列首创气泡黄酒新品类，截至2025年底仅用两年时间成为“亿级大单品”。 2、据2025年年报，公司2025年实现营业收入18.22亿元，同比增长11.68%；归母净利润2.45亿元，同比增长24.70%。	国内龙头黄酒供应商；公司在生产黄酒的同时，也利用黄酒生产过程产生的醪糟作为原料，通过蒸馏生产糟烧白酒，并一直有销售糟烧白酒等副产品的传统	2026-06-29\|15.10\|6.56\|14.17\|15.25\|13.77\|109496;2026-06-30\|14.69\|-2.72\|14.90\|15.11\|14.58\|54687;2026-07-01\|15.20\|3.47\|14.84\|15.67\|14.70\|68583;2026-07-02\|14.98\|-1.45\|15.20\|15.45\|14.98\|47694;2026-07-03\|14.80\|-1.20\|15.00\|15.13\|14.73\|53529;2026-07-06\|14.77\|-0.20\|14.80\|14.96\|14.44\|52595;2026-07-07\|14.91\|0.95\|14.74\|14.91\|14.17\|60803;2026-07-08\|14.62\|-1.95\|14.86\|14.86\|14.44\|46593;2026-07-09\|14.42\|-1.37\|14.50\|14.62\|14.25\|46614;2026-07-10\|14.74\|2.22\|14.51\|15.05\|14.26\|51578;2026-07-13\|14.22\|-3.53\|14.66\|14.75\|14.20\|44693;2026-07-14\|14.36\|0.98\|14.38\|14.41\|14.04\|31576;2026-07-15\|15.06\|4.87\|14.20\|15.08\|14.00\|73791;2026-07-16\|15.06\|0.00\|14.99\|15.59\|14.81\|60195;2026-07-17\|14.43\|-4.18\|15.05\|15.19\|14.30\|51377;2026-07-20\|14.53\|0.69\|14.44\|14.97\|14.25\|63530;2026-07-21\|14.14\|-2.68\|14.42\|14.50\|14.04\|81745;2026-07-22\|14.25\|0.78\|14.18\|14.26\|13.85\|68825;2026-07-23\|14.39\|0.98\|14.22\|14.43\|14.01\|39433;2026-07-24\|13.96\|-2.99\|14.39\|14.39\|13.95\|35437;2026-07-27\|14.15\|1.36\|13.85\|14.31\|13.83\|39929;2026-07-28\|14.37\|1.55\|14.22\|14.51\|14.12\|49482;2026-07-29\|15.04\|4.66\|14.46\|15.32\|14.37\|124247;2026-07-30\|15.27\|1.53\|14.86\|16.00\|14.86\|142980;2026-07-31\|15.09\|-1.18\|14.65\|15.32\|14.60\|126213;2026-08-03\|15.28\|1.26\|14.95\|15.40\|14.95\|92534;2026-08-04\|15.25\|-0.20\|15.49\|15.49\|15.01\|62499;2026-08-05\|15.57\|2.10\|15.15\|15.60\|15.10\|88588;2026-08-06\|15.36\|-1.35\|15.50\|15.85\|15.18\|73616;2026-08-07\|15.05\|-2.02\|15.30\|15.36\|14.80\|75611;2026-08-10\|15.67\|4.12\|15.03\|15.95\|14.95\|115434;2026-08-11\|15.43\|-1.53\|15.55\|15.84\|15.42\|58251;2026-08-12\|15.86\|2.79\|15.40\|16.15\|15.11\|152710;2026-08-13\|17.45\|10.03\|15.86\|17.45\|15.76\|192333;2026-08-14\|18.68\|7.05\|18.00\|19.20\|17.96\|574649;2026-08-17\|18.56\|-0.64\|18.49\|18.70\|17.88\|394447;2026-08-18\|18.76\|1.08\|18.69\|19.26\|17.94\|299989;2026-08-19\|18.47\|-1.55\|18.74\|20.10\|18.46\|247928;2026-08-20\|18.65\|0.97\|18.91\|19.04\|18.04\|200363;2026-08-21\|18.66\|0.05\|18.36\|19.08\|18.27\|161713;2026-08-24\|20.21\|8.31\|18.88\|20.44\|18.53\|354059;2026-08-25\|19.70\|-2.52\|20.22\|20.64\|19.61\|223212;2026-08-26\|20.44\|3.76\|19.73\|21.28\|19.73\|216722;2026-08-27\|20.09\|-1.71\|20.31\|20.89\|19.97\|188348;2026-08-28\|19.33\|-3.78\|20.09\|20.19\|19.32\|177235;2026-08-31\|19.35\|0.10\|19.50\|19.90\|19.20\|181935;2026-09-01\|20.70\|6.98\|19.35\|20.99\|19.30\|223988;2026-09-02\|20.90\|0.97\|20.90\|22.26\|20.80\|248265;2026-09-03\|21.88\|4.69\|20.92\|22.60\|20.69\|250431;2026-09-04\|24.07\|10.01\|22.50\|24.07\|22.50\|168616;2026-09-07\|23.70\|-1.54\|24.49\|25.68\|23.20\|423046;2026-09-08\|23.00\|-2.95\|23.99\|24.66\|22.60\|379484;2026-09-09\|25.30\|10.00\|23.47\|25.30\|23.01\|332171;2026-09-10\|24.24\|-4.19\|26.26\|26.98\|24.08\|319116;2026-09-11\|23.60\|-2.64\|24.20\|24.51\|23.40\|213230;2026-09-14\|23.41\|-0.81\|23.81\|23.97\|23.00\|164746;2026-09-15\|25.75\|10.00\|23.88\|25.75\|23.68\|202469;2026-09-16\|28.33\|10.02\|25.91\|28.33\|25.17\|251342;2026-09-17\|29.85\|5.37\|28.36\|30.74\|27.67\|414056;2026-09-18\|32.84\|10.02\|30.11\|32.84\|30.11\|228273;2026-09-21\|36.12\|9.99\|33.50\|36.12\|32.26\|344749;2026-09-22\|37.46\|3.71\|36.51\|39.33\|36.10\|484441;2026-09-23\|36.75\|-1.90\|37.83\|41.21\|35.56\|693005;2026-09-24\|38.04\|3.51\|37.64\|39.50\|37.30\|556759;2026-09-28\|41.84\|9.99\|40.46\|41.84\|40.19\|539157;2026-09-29\|37.66\|-9.99\|41.43\|41.43\|37.66\|70056;2026-09-30\|37.30\|-0.96\|37.66\|40.20\|37.30\|528967;2026-10-08\|39.60\|6.17\|36.00\|41.03\|36.00\|589745;2026-10-09\|40.28\|1.72\|40.35\|40.80\|37.35\|437289;2026-10-12\|36.25\|-10.01\|40.32\|41.00\|36.25\|241152;2026-10-13\|34.35\|-5.24\|34.44\|35.46\|33.30\|356093;2026-10-14\|31.63\|-7.92\|34.35\|34.60\|31.17\|389318;2026-10-15\|29.87\|-5.56\|30.89\|31.80\|29.58\|363705;2026-10-16\|28.13\|-5.83\|29.90\|30.22\|27.83\|389087;2026-10-19\|26.75\|-4.91\|27.99\|27.99\|26.22\|284303;2026-10-20\|26.97\|0.82\|26.34\|27.36\|25.98\|290857;2026-10-21\|26.63\|-1.26\|26.90\|27.02\|26.23\|204515;2026-10-22\|25.12\|-5.67\|26.57\|26.59\|25.04\|221064;2026-10-23\|25.15\|0.12\|24.96\|26.39\|24.14\|275207;2026-10-26\|24.04\|-4.41\|25.30\|25.39\|24.00\|250064;2026-10-27\|23.13\|-3.79\|24.04\|24.33\|23.11\|192063;2026-10-28\|23.37\|1.04\|23.00\|23.60\|22.61\|185623;2026-10-29\|21.70\|-7.15\|23.21\|23.28\|21.61\|210890;2026-10-30\|21.84\|0.65\|21.20\|22.99\|20.90\|329047;2026-11-02\|22.58\|3.39\|21.84\|22.87\|21.57\|328262;2026-11-03\|21.41\|-5.18\|22.82\|22.98\|21.33\|278293;2026-11-04\|21.74\|1.54\|21.42\|21.85\|20.45\|264505;2026-11-05\|22.69\|4.37\|21.81\|23.11\|21.54\|255187;2026-11-06\|21.77\|-4.05\|22.02\|22.98\|21.41\|241760
130015		液冷服务器+氢能源+铝制板翅式换热器+海外扩张行业原因： 1、英伟达首席财务官预计，Vera Rubin将在第三财季贡献约20%的数据中心业务营收。 2、浙商证券8月23日研报指出，Q3是液冷行业从试点走向批量交付、业绩集中兑现的关键拐点，英伟达VR200机柜规模化出货为核心驱动。公司原因： 1、据2026年4月1日年报，公司开发的冷却分配单元CDU和列间空调应用于数据中心液冷系统，能精准控温并解决局部过热问题，并将数据中心液冷列为全力开拓的战略新兴赛道。 2、据2026年4月1日年报，公司在燃料电池领域研发了液空中冷、ATS冷却系统等产品，作为氢能源客车市场的关键零部件供应商，与国内多家企业合作，提供30kw至200kw以上的全系列冷却系统方案。 3、公司核心业务为铝制板翅式换热器及其相关产品的研发、设计、生产和销售。据2026年4月1日年报，公司外销营收占比达58.93%；据2026年6月3日互动易，加拿大子公司目前正在进行工厂选址准备阶段，北美本地化布局推进。	公司开发的冷却分配单元CDU及列间空调已批量应用于数据中心液冷系统	2026-06-29\|50.16\|-3.30\|51.91\|52.70\|49.40\|36325;2026-06-30\|51.06\|1.79\|50.15\|53.13\|49.67\|30535;2026-07-01\|51.10\|0.08\|50.49\|53.35\|50.30\|34115;2026-07-02\|49.38\|-3.37\|50.70\|51.77\|49.14\|27383;2026-07-03\|49.82\|0.89\|49.25\|51.00\|49.00\|23284;2026-07-06\|54.80\|10.00\|49.18\|54.80\|49.18\|69447;2026-07-07\|52.78\|-3.69\|54.26\|57.10\|52.51\|90525;2026-07-08\|50.29\|-4.72\|52.82\|54.05\|50.19\|42884;2026-07-09\|50.05\|-0.48\|50.78\|50.78\|48.00\|36032;2026-07-10\|48.50\|-3.10\|49.40\|50.98\|48.50\|30340;2026-07-13\|46.54\|-4.04\|48.00\|49.76\|46.30\|38210;2026-07-14\|47.20\|1.42\|46.40\|48.01\|44.04\|33526;2026-07-15\|45.87\|-2.82\|47.26\|47.77\|45.51\|20272;2026-07-16\|44.19\|-3.66\|45.04\|45.95\|43.90\|23462;2026-07-17\|40.00\|-9.48\|44.13\|44.13\|39.78\|31162;2026-07-20\|36.00\|-10.00\|40.44\|41.40\|36.00\|56026;2026-07-21\|37.92\|5.33\|36.18\|37.92\|32.45\|77544;2026-07-22\|36.97\|-2.51\|37.75\|38.83\|36.84\|56889;2026-07-23\|38.55\|4.27\|37.00\|39.48\|36.83\|47212;2026-07-24\|37.68\|-2.26\|38.55\|39.13\|37.30\|30390;2026-07-27\|40.26\|6.85\|39.28\|40.28\|37.60\|43769;2026-07-28\|38.33\|-4.79\|40.00\|40.51\|38.00\|30002;2026-07-29\|37.30\|-2.69\|38.33\|38.58\|36.29\|36653;2026-07-30\|34.80\|-6.70\|37.20\|37.34\|34.45\|30092;2026-07-31\|35.60\|2.30\|36.60\|37.31\|35.55\|32017;2026-08-03\|36.01\|1.15\|36.12\|36.66\|35.50\|26588;2026-08-04\|37.60\|4.42\|36.16\|37.61\|35.51\|29682;2026-08-05\|39.20\|4.26\|37.62\|39.35\|37.37\|29102;2026-08-06\|39.35\|0.38\|39.00\|39.79\|37.88\|34311;2026-08-07\|40.03\|1.73\|39.31\|40.18\|38.41\|28826;2026-08-10\|39.89\|-0.35\|40.43\|40.47\|39.02\|25609;2026-08-11\|39.40\|-1.23\|39.80\|39.98\|39.06\|19550;2026-08-12\|40.11\|1.80\|39.59\|40.41\|39.37\|19377;2026-08-13\|39.43\|-1.70\|40.35\|40.88\|39.40\|19402;2026-08-14\|39.80\|0.94\|39.61\|40.00\|39.33\|16902;2026-08-17\|40.75\|2.39\|39.53\|40.94\|39.53\|22648;2026-08-18\|39.82\|-2.28\|40.99\|41.02\|39.58\|22604;2026-08-19\|36.62\|-8.04\|39.57\|39.79\|36.50\|26978;2026-08-20\|36.98\|0.98\|37.25\|37.65\|36.40\|17412;2026-08-21\|37.70\|1.95\|36.71\|38.33\|36.13\|22067;2026-08-24\|37.28\|-1.11\|38.04\|38.16\|36.32\|18770;2026-08-25\|38.56\|3.43\|36.54\|39.11\|36.04\|27475;2026-08-26\|38.00\|-1.45\|39.36\|39.38\|37.17\|21988;2026-08-27\|38.71\|1.87\|37.06\|39.22\|37.06\|28344;2026-08-28\|38.30\|-1.06\|38.71\|40.15\|38.19\|22955;2026-08-31\|42.13\|10.00\|37.85\|42.13\|37.75\|48089;2026-09-01\|39.69\|-5.79\|42.20\|42.26\|39.40\|80947;2026-09-02\|40.32\|1.59\|39.41\|41.04\|38.70\|111087;2026-09-03\|44.35\|9.99\|40.69\|44.35\|40.50\|150006;2026-09-04\|42.45\|-4.28\|45.14\|45.99\|42.18\|156525;2026-09-07\|42.83\|0.90\|42.53\|43.40\|41.26\|106328;2026-09-08\|41.84\|-2.31\|42.63\|43.19\|40.91\|101784;2026-09-09\|40.98\|-2.06\|41.42\|42.14\|40.72\|78442;2026-09-10\|36.88\|-10.00\|40.50\|40.50\|36.88\|87694;2026-09-11\|33.23\|-9.90\|34.80\|35.78\|33.19\|85940;2026-09-14\|36.55\|9.99\|32.05\|36.55\|32.05\|67074;2026-09-15\|40.21\|10.01\|37.40\|40.21\|36.90\|91587;2026-09-16\|39.70\|-1.27\|42.00\|42.00\|38.52\|133820;2026-09-17\|38.89\|-2.04\|38.99\|39.96\|38.60\|81900;2026-09-18\|39.55\|1.70\|39.00\|39.69\|38.62\|62891;2026-09-21\|40.08\|1.34\|39.50\|40.85\|39.01\|59169;2026-09-22\|39.68\|-1.00\|40.08\|40.90\|39.20\|49621;2026-09-23\|39.08\|-1.51\|39.97\|40.10\|38.95\|31839;2026-09-24\|37.87\|-3.10\|38.82\|38.93\|37.80\|29191;2026-09-28\|36.32\|-4.09\|37.86\|38.20\|36.21\|38621;2026-09-29\|36.68\|0.99\|36.15\|36.93\|35.70\|35577;2026-09-30\|36.85\|0.46\|36.99\|38.43\|36.56\|39539;2026-10-08\|34.90\|-5.29\|37.02\|37.02\|34.55\|32889;2026-10-09\|34.70\|-0.57\|34.90\|34.98\|32.50\|42408;2026-10-12\|35.20\|1.44\|34.42\|36.85\|34.19\|53436;2026-10-13\|34.71\|-1.39\|34.29\|35.00\|32.56\|37900;2026-10-14\|32.98\|-4.98\|34.36\|34.68\|32.92\|32531;2026-10-15\|31.33\|-5.00\|31.05\|32.09\|31.05\|25633;2026-10-16\|32.30\|3.10\|31.80\|33.05\|31.60\|36100;2026-10-19\|32.01\|-0.90\|32.25\|32.25\|30.70\|24702;2026-10-20\|32.68\|2.09\|31.85\|32.92\|31.69\|23151;2026-10-21\|32.36\|-0.98\|33.15\|33.20\|32.12\|24581;2026-10-22\|31.11\|-3.86\|32.37\|32.98\|31.00\|19651;2026-10-23\|31.84\|2.35\|30.43\|31.93\|28.91\|33989;2026-10-26\|31.40\|-1.38\|32.00\|32.02\|30.88\|23502;2026-10-27\|30.14\|-4.01\|31.62\|31.87\|30.14\|18842;2026-10-28\|32.27\|7.07\|30.25\|33.13\|30.15\|45312;2026-10-29\|30.60\|-5.18\|31.91\|32.37\|30.36\|26731;2026-10-30\|28.55\|-6.70\|29.75\|30.57\|28.55\|29221;2026-11-02\|29.63\|3.78\|28.60\|30.12\|28.06\|34563;2026-11-03\|28.56\|-3.61\|29.50\|29.94\|28.25\|20850;2026-11-04\|29.53\|3.40\|28.56\|30.00\|27.49\|39583;2026-11-05\|30.61\|3.66\|29.09\|30.71\|29.00\|33358;2026-11-06\|30.28\|-1.08\|29.35\|31.28\|28.90\|31759
130014	电子布、铜箔及CCL价格持续上行	PCB概念+PI膜+锂电池隔膜设备行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月29日年报及2026年5月15日互动易，公司通过控股深圳飞仕达切入PCB设备领域，产品包括蚀刻机、显影机等，并联动控股子公司有泽新材的PI膜与FCCL业务，打造“设备+材料”一体化解决方案。 2、据2026年4月29日年报，公司通过控股子公司江西有泽新材布局高性能PI薄膜业务，该产品广泛应用于柔性线路板、半导体、5G通信等领域。 3、据2025年11月28日互动易，目前已成功开拓了湿法锂电池隔膜设备、干法锂电池隔膜设备、隔膜涂覆设备、正负极片涂布设备等一系列新能源设备，公司拥有数十年高端智能装备制造经验，后续将通过产业基金积极拓宽设备新品类，适配产业链技术发展需求。	1、公司控股深圳飞仕达切入PCB设备领域，产品包括蚀刻机、显影机等，并与有泽新材PI膜及FCCL业务联动，打造“设备+材料”一体化解决方案； 2、公司机器人目前主要产品为码垛机器人、协作机器人； 3、控股子公司江西有泽新材料生产的PI薄膜可用于固态电池，其高电绝缘、耐高温特性可提升电池安全性，有研究表明相关固态电池能量密度可达300Wh/kg，CPI薄膜可用于电池封装环节	2026-06-29\|53.60\|7.03\|49.52\|54.99\|49.10\|67010;2026-06-30\|53.13\|-0.88\|53.13\|54.45\|50.95\|47935;2026-07-01\|47.84\|-9.96\|52.72\|52.86\|47.82\|55565;2026-07-02\|43.06\|-9.99\|44.57\|45.86\|43.06\|36855;2026-07-03\|42.75\|-0.72\|42.50\|44.08\|41.15\|30663;2026-07-06\|40.25\|-5.85\|42.71\|43.59\|39.69\|27490;2026-07-07\|39.10\|-2.86\|39.80\|40.25\|39.00\|15364;2026-07-08\|38.84\|-0.67\|38.71\|39.65\|37.92\|16045;2026-07-09\|37.90\|-2.42\|38.50\|39.10\|36.97\|20933;2026-07-10\|37.31\|-1.56\|37.50\|38.54\|37.27\|16256;2026-07-13\|34.31\|-8.04\|37.14\|37.29\|34.16\|19676;2026-07-14\|34.51\|0.58\|34.00\|34.65\|33.31\|17765;2026-07-15\|33.38\|-3.27\|34.01\|34.67\|32.80\|16206;2026-07-16\|33.33\|-0.15\|33.94\|34.54\|32.80\|17751;2026-07-17\|30.32\|-9.03\|33.20\|33.33\|30.18\|21421;2026-07-20\|28.06\|-7.45\|30.86\|31.98\|27.35\|20971;2026-07-21\|28.52\|1.64\|28.58\|28.90\|25.60\|25414;2026-07-22\|27.93\|-2.07\|28.60\|28.80\|27.70\|16998;2026-07-23\|28.46\|1.90\|28.63\|28.65\|27.68\|13371;2026-07-24\|27.82\|-2.25\|28.31\|28.35\|27.53\|10856;2026-07-27\|30.60\|9.99\|27.88\|30.60\|27.51\|22544;2026-07-28\|30.90\|0.98\|30.60\|32.30\|30.29\|31123;2026-07-29\|31.50\|1.94\|31.11\|31.86\|29.85\|22055;2026-07-30\|29.89\|-5.11\|31.80\|31.80\|29.88\|20473;2026-07-31\|32.88\|10.00\|30.45\|32.88\|30.45\|16150;2026-08-03\|36.17\|10.01\|34.00\|36.17\|33.08\|34146;2026-08-04\|39.46\|9.10\|37.00\|39.79\|35.27\|58753;2026-08-05\|38.45\|-2.56\|37.99\|39.27\|36.90\|52875;2026-08-06\|37.43\|-2.65\|37.69\|37.90\|36.62\|36971;2026-08-07\|41.17\|9.99\|38.22\|41.17\|38.00\|32878;2026-08-10\|38.95\|-5.39\|41.07\|41.27\|37.57\|58776;2026-08-11\|39.51\|1.44\|38.95\|40.57\|38.21\|39862;2026-08-12\|41.48\|4.99\|39.26\|41.75\|39.20\|39253;2026-08-13\|40.56\|-2.22\|41.86\|42.50\|40.56\|30631;2026-08-14\|41.68\|2.76\|40.79\|41.95\|40.00\|26996;2026-08-17\|42.23\|1.32\|41.71\|42.40\|40.80\|24400;2026-08-18\|41.94\|-0.69\|42.24\|42.48\|41.13\|16490;2026-08-19\|39.55\|-5.70\|41.52\|42.00\|39.45\|18504;2026-08-20\|40.79\|3.14\|40.14\|42.70\|40.10\|25291;2026-08-21\|40.68\|-0.27\|40.80\|41.79\|39.71\|17167;2026-08-24\|40.20\|-1.18\|41.40\|41.40\|39.64\|15975;2026-08-25\|39.95\|-0.62\|40.20\|40.47\|39.10\|12476;2026-08-26\|40.00\|0.13\|40.00\|40.37\|39.12\|10153;2026-08-27\|40.74\|1.85\|40.08\|41.20\|39.68\|13907;2026-08-28\|39.41\|-3.26\|40.75\|41.30\|39.38\|17480;2026-08-31\|41.08\|4.24\|38.50\|41.30\|38.00\|19059;2026-09-01\|39.34\|-4.24\|40.67\|42.13\|39.30\|17124;2026-09-02\|39.09\|-0.64\|39.03\|39.30\|38.40\|10915;2026-09-03\|39.22\|0.33\|39.40\|39.72\|38.82\|11116;2026-09-04\|38.63\|-1.50\|39.54\|41.55\|38.30\|20612;2026-09-07\|41.36\|7.07\|38.67\|41.78\|38.33\|30680;2026-09-08\|40.11\|-3.02\|41.46\|41.46\|39.85\|18746;2026-09-09\|42.06\|4.86\|40.17\|43.10\|39.90\|29950;2026-09-10\|41.31\|-1.78\|41.84\|42.37\|40.60\|26432;2026-09-11\|39.20\|-5.11\|41.00\|41.00\|38.34\|22602;2026-09-14\|41.92\|6.94\|38.88\|42.00\|38.09\|26427;2026-09-15\|46.11\|10.00\|41.21\|46.11\|41.21\|39267;2026-09-16\|45.64\|-1.02\|46.11\|49.27\|45.02\|77611;2026-09-17\|43.78\|-4.08\|43.87\|44.99\|43.01\|44462;2026-09-18\|45.41\|3.72\|44.03\|46.88\|44.03\|40958;2026-09-21\|44.75\|-1.45\|45.00\|45.62\|44.35\|28054;2026-09-22\|44.54\|-0.47\|45.00\|45.93\|44.21\|35183;2026-09-23\|44.56\|0.04\|44.93\|45.70\|44.50\|19484;2026-09-24\|43.05\|-3.39\|44.26\|44.37\|42.89\|15963;2026-09-28\|42.32\|-1.70\|43.50\|43.50\|40.99\|17686;2026-09-29\|41.93\|-0.92\|42.00\|43.73\|41.68\|11636;2026-09-30\|40.94\|-2.36\|42.54\|42.94\|40.78\|12639;2026-10-08\|40.12\|-2.00\|41.00\|42.35\|39.61\|13661;2026-10-09\|38.50\|-4.04\|40.09\|40.09\|36.23\|21686;2026-10-12\|37.99\|-1.32\|38.40\|39.20\|37.40\|11971;2026-10-13\|37.73\|-0.68\|36.93\|38.16\|35.60\|15039;2026-10-14\|36.75\|-2.60\|37.76\|37.93\|36.72\|9059;2026-10-15\|35.17\|-4.30\|35.75\|36.04\|35.00\|13695;2026-10-16\|35.25\|0.23\|36.06\|36.50\|34.94\|9649;2026-10-19\|34.58\|-1.90\|35.17\|36.00\|33.26\|9616;2026-10-20\|36.44\|5.38\|34.58\|37.46\|33.62\|17598;2026-10-21\|35.95\|-1.34\|36.56\|36.89\|35.82\|9727;2026-10-22\|35.00\|-2.64\|36.34\|37.75\|35.00\|15051;2026-10-23\|35.77\|2.20\|34.38\|36.07\|32.20\|21261;2026-10-26\|36.45\|1.90\|35.33\|37.50\|34.95\|27287;2026-10-27\|34.39\|-5.65\|36.33\|36.93\|34.39\|14280;2026-10-28\|36.07\|4.89\|34.80\|36.25\|34.42\|13484;2026-10-29\|34.19\|-5.21\|35.71\|36.00\|34.00\|8858;2026-10-30\|33.00\|-3.48\|33.85\|36.00\|33.00\|14335;2026-11-02\|33.22\|0.67\|32.88\|33.60\|31.70\|12438;2026-11-03\|31.44\|-5.36\|32.90\|33.08\|31.10\|9376;2026-11-04\|32.42\|3.12\|31.44\|32.79\|30.43\|14725;2026-11-05\|32.85\|1.33\|32.50\|33.10\|31.89\|12958;2026-11-06\|32.11\|-2.25\|31.43\|32.78\|30.68\|11706
130013	比亚迪计划在2027年推出搭载固态电池的车型	固态电池+复合集流体+易开盖行业原因： 1、据证券时报9月14日报道，电子布、铜箔及覆铜板价格持续上行，PCB厂商陆续重新报价。 2、据华西证券9月6日研报，AI算力需求推动PCB铜箔加速向HVLP等高端产品迭代，短期供给不足，价格及加工费上行预期升温。公司原因： 1、据2026年8月18日半年报，公司复合集流体产品已进入动力电池、消费电池及储能电池客户测试，并与部分头部客户深化合作；项目规划年产能为1亿平方米复合铝箔、5亿平方米复合铜箔。 2、据2026年8月18日半年报，公司依托蒸镀工艺开发锂金属负极、无负极材料及硫化物固态电池专用复合铜箔，正与汽车公司、头部电池公司测试优化。 3、据2026年8月18日半年报，公司上半年实现营业收入13.13亿元，同比增长21.47%；归母净利润3235.30万元，同比增长28.50%，易开盖业务保持发展。	公司投资30.89亿元建设新能源汽车动力锂电池复合铜箔、复合铝箔项目，项目分为2期，计划建设100条复合铜箔和10条复合铝箔生产线，达产后产能可达复合铜箔5亿㎡、复合铝箔1亿㎡	2026-06-29\|10.55\|-2.94\|10.78\|10.86\|10.40\|71003;2026-06-30\|10.59\|0.38\|10.46\|10.68\|10.43\|58005;2026-07-01\|10.79\|1.89\|10.60\|10.96\|10.38\|66111;2026-07-02\|10.63\|-1.48\|10.75\|10.92\|10.57\|54089;2026-07-03\|10.77\|1.32\|10.77\|10.88\|10.58\|49864;2026-07-06\|10.54\|-2.14\|10.68\|10.95\|10.50\|53812;2026-07-07\|10.38\|-1.52\|10.63\|10.72\|10.33\|46428;2026-07-08\|10.05\|-3.18\|10.35\|10.43\|10.03\|44038;2026-07-09\|9.94\|-1.09\|10.00\|10.12\|9.67\|53055;2026-07-10\|9.88\|-0.60\|9.92\|10.10\|9.78\|52650;2026-07-13\|9.49\|-3.95\|9.88\|9.88\|9.43\|62824;2026-07-14\|9.67\|1.90\|9.47\|9.69\|9.32\|63531;2026-07-15\|9.96\|3.00\|9.86\|10.30\|9.79\|92520;2026-07-16\|9.87\|-0.90\|10.00\|10.23\|9.84\|61697;2026-07-17\|9.53\|-3.44\|9.87\|10.09\|9.45\|70479;2026-07-20\|9.09\|-4.62\|9.53\|9.68\|9.00\|82405;2026-07-21\|9.18\|0.99\|9.09\|9.23\|8.76\|83755;2026-07-22\|9.00\|-1.96\|9.08\|9.21\|8.93\|55372;2026-07-23\|9.34\|3.78\|9.00\|9.35\|8.98\|59661;2026-07-24\|9.10\|-2.57\|9.26\|9.35\|9.06\|33755;2026-07-27\|9.56\|5.05\|9.15\|9.58\|9.10\|54307;2026-07-28\|9.57\|0.10\|9.43\|9.73\|9.37\|41445;2026-07-29\|9.76\|1.99\|9.66\|9.86\|9.50\|57667;2026-07-30\|10.74\|10.04\|9.80\|10.74\|9.75\|118981;2026-07-31\|10.96\|2.05\|10.53\|11.10\|10.22\|308144;2026-08-03\|10.22\|-6.75\|10.56\|10.56\|10.16\|208623;2026-08-04\|10.48\|2.54\|10.27\|10.55\|10.15\|190148;2026-08-05\|10.69\|2.00\|10.39\|10.85\|10.30\|174288;2026-08-06\|10.61\|-0.75\|10.63\|10.85\|10.47\|114549;2026-08-07\|10.65\|0.38\|10.62\|10.73\|10.40\|96841;2026-08-10\|10.90\|2.35\|10.65\|10.96\|10.58\|99473;2026-08-11\|10.87\|-0.28\|10.77\|10.98\|10.75\|63107;2026-08-12\|10.94\|0.64\|10.93\|11.00\|10.80\|66500;2026-08-13\|10.72\|-2.01\|10.98\|10.98\|10.72\|68769;2026-08-14\|10.70\|-0.19\|10.70\|10.81\|10.54\|68990;2026-08-17\|10.82\|1.12\|10.70\|10.82\|10.52\|65834;2026-08-18\|10.67\|-1.39\|10.82\|10.85\|10.59\|51333;2026-08-19\|10.19\|-4.50\|10.66\|10.66\|10.17\|51945;2026-08-20\|10.24\|0.49\|10.23\|10.34\|10.15\|50077;2026-08-21\|10.32\|0.78\|10.17\|10.37\|10.02\|44855;2026-08-24\|10.49\|1.65\|10.32\|10.58\|10.21\|55939;2026-08-25\|10.67\|1.72\|10.45\|10.67\|10.40\|50931;2026-08-26\|10.75\|0.75\|10.65\|10.88\|10.63\|48777;2026-08-27\|10.72\|-0.28\|10.76\|10.79\|10.58\|41184;2026-08-28\|10.76\|0.37\|10.67\|10.84\|10.67\|48900;2026-08-31\|11.03\|2.51\|10.74\|11.06\|10.61\|79848;2026-09-01\|11.06\|0.27\|11.00\|11.15\|10.93\|61336;2026-09-02\|10.96\|-0.90\|11.05\|11.05\|10.79\|37863;2026-09-03\|11.31\|3.19\|10.99\|11.68\|10.90\|160870;2026-09-04\|11.03\|-2.48\|11.26\|11.33\|10.96\|94402;2026-09-07\|11.02\|-0.09\|11.04\|11.10\|10.93\|53622;2026-09-08\|10.91\|-1.00\|11.02\|11.05\|10.86\|43502;2026-09-09\|10.84\|-0.64\|10.89\|10.96\|10.80\|38316;2026-09-10\|10.63\|-1.94\|10.80\|10.81\|10.61\|32571;2026-09-11\|10.43\|-1.88\|10.49\|10.59\|10.28\|34794;2026-09-14\|10.54\|1.05\|10.41\|10.63\|10.32\|26672;2026-09-15\|11.59\|9.96\|10.54\|11.59\|10.47\|129909;2026-09-16\|12.75\|10.01\|12.73\|12.75\|12.37\|241157;2026-09-17\|11.97\|-6.12\|12.39\|12.46\|11.76\|456513;2026-09-18\|11.85\|-1.00\|12.01\|12.19\|11.78\|295789;2026-09-21\|11.76\|-0.76\|11.78\|11.78\|11.51\|201561;2026-09-22\|11.59\|-1.45\|11.75\|11.98\|11.51\|211959;2026-09-23\|11.40\|-1.64\|11.58\|11.75\|11.35\|185134;2026-09-24\|11.28\|-1.05\|11.38\|12.04\|11.17\|217798;2026-09-28\|10.80\|-4.26\|11.18\|11.19\|10.64\|161822;2026-09-29\|11.88\|10.00\|10.98\|11.88\|10.98\|228501;2026-09-30\|11.50\|-3.20\|11.67\|11.76\|11.41\|289434;2026-10-08\|11.93\|3.74\|11.44\|12.08\|11.37\|352247;2026-10-09\|12.39\|3.86\|11.89\|12.40\|11.81\|401179;2026-10-12\|12.04\|-2.82\|12.08\|12.48\|11.97\|253700;2026-10-13\|12.05\|0.08\|11.97\|12.24\|11.63\|197159;2026-10-14\|11.30\|-6.22\|11.93\|12.24\|11.27\|195419;2026-10-15\|11.04\|-2.30\|10.98\|11.58\|10.79\|161484;2026-10-16\|10.99\|-0.45\|11.30\|11.36\|10.79\|127371;2026-10-19\|10.72\|-2.46\|10.89\|11.00\|10.33\|116895;2026-10-20\|10.59\|-1.21\|10.67\|10.90\|10.50\|86209;2026-10-21\|10.15\|-4.15\|10.65\|10.74\|10.03\|136076;2026-10-22\|9.80\|-3.45\|10.09\|10.30\|9.80\|99557;2026-10-23\|10.02\|2.24\|9.64\|10.05\|9.30\|107611;2026-10-26\|9.91\|-1.10\|9.97\|9.99\|9.71\|54720;2026-10-27\|9.38\|-5.35\|9.88\|9.98\|9.38\|75011;2026-10-28\|9.48\|1.07\|9.45\|9.56\|9.38\|46634;2026-10-29\|9.16\|-3.38\|9.48\|9.49\|9.15\|52972;2026-10-30\|9.04\|-1.31\|9.01\|9.42\|9.00\|55148;2026-11-02\|9.21\|1.88\|9.13\|9.30\|8.86\|64006;2026-11-03\|9.41\|2.17\|9.16\|9.78\|9.12\|100794;2026-11-04\|9.50\|0.96\|9.41\|9.57\|9.22\|84791;2026-11-05\|9.90\|4.21\|9.48\|9.97\|9.42\|107020;2026-11-06\|9.67\|-2.32\|9.51\|9.91\|9.51\|62583
130012	龙头将停产部分MLCC产品	半年报预增+MLCC离型膜+复合铜箔 1、据2026年7月15日公告，公司预计2026年上半年归母净利润为4000万元至5000万元，同比增长126.76%至133.45%，主要系行业供需格局改善、产品销售价格上涨及公司优化产品结构所致。 2、据2026年6月18日异常波动公告，公司MLCC离型膜项目仍在培植建设阶段，2025年营收占比约0.3%，未涉及AI算力应用领域；据2026年5月14日业绩说明会，2026年MLCC项目5亿平米将全面建成投产。 3、据2026年5月14日业绩说明会，公司复合铜箔项目已实现量产并获得多个订单，载体铜箔也已获得多个订单。	公司MLCC离型膜已切入国内头部客户并实现稳定供货，复合铜箔项目正常推进，受益国产替代	2026-06-29\|12.38\|-8.02\|13.70\|14.14\|12.11\|1211431;2026-06-30\|12.40\|0.16\|12.01\|12.76\|11.50\|1044698;2026-07-01\|12.02\|-3.06\|12.66\|12.85\|11.91\|1059120;2026-07-02\|11.43\|-4.91\|11.60\|12.16\|11.30\|891270;2026-07-03\|11.04\|-3.41\|11.44\|11.48\|10.88\|818073;2026-07-06\|10.34\|-6.34\|11.12\|11.31\|10.30\|720752;2026-07-07\|11.37\|9.96\|10.40\|11.37\|10.25\|436256;2026-07-08\|10.35\|-8.97\|11.38\|11.39\|10.30\|988514;2026-07-09\|10.57\|2.13\|10.77\|10.89\|9.83\|909929;2026-07-10\|9.99\|-5.49\|10.60\|10.81\|9.98\|730002;2026-07-13\|9.17\|-8.21\|9.80\|9.93\|9.11\|662406;2026-07-14\|9.48\|3.38\|9.16\|9.59\|8.95\|582659;2026-07-15\|9.24\|-2.53\|9.66\|9.98\|9.22\|534205;2026-07-16\|8.80\|-4.76\|9.10\|9.26\|8.72\|525915;2026-07-17\|8.30\|-5.68\|8.81\|9.06\|8.24\|624779;2026-07-20\|7.53\|-9.28\|8.47\|8.50\|7.47\|673135;2026-07-21\|8.09\|7.44\|7.52\|8.09\|6.79\|832001;2026-07-22\|7.68\|-5.07\|7.94\|8.15\|7.59\|546150;2026-07-23\|7.86\|2.34\|7.74\|8.29\|7.73\|559083;2026-07-24\|7.55\|-3.94\|7.70\|7.83\|7.50\|379527;2026-07-27\|7.98\|5.70\|7.53\|7.99\|7.43\|486756;2026-07-28\|7.78\|-2.51\|8.01\|8.06\|7.74\|417621;2026-07-29\|7.87\|1.16\|7.70\|8.09\|7.59\|590899;2026-07-30\|8.66\|10.04\|7.90\|8.66\|7.90\|1282134;2026-07-31\|9.10\|5.08\|9.53\|9.53\|8.77\|1352290;2026-08-03\|8.70\|-4.40\|9.05\|9.20\|8.45\|1646818;2026-08-04\|8.95\|2.87\|8.66\|8.95\|8.34\|1369797;2026-08-05\|9.41\|5.14\|8.76\|9.50\|8.69\|1458503;2026-08-06\|9.21\|-2.13\|9.12\|9.42\|9.02\|1040042;2026-08-07\|9.37\|1.74\|9.15\|9.47\|8.93\|1049776;2026-08-10\|9.56\|2.03\|9.48\|9.80\|9.01\|1142380;2026-08-11\|10.52\|10.04\|9.41\|10.52\|9.41\|603677;2026-08-12\|11.10\|5.51\|11.00\|11.43\|10.52\|2156015;2026-08-13\|11.30\|1.80\|11.17\|11.75\|10.80\|1957883;2026-08-14\|10.87\|-3.81\|11.01\|11.15\|10.65\|1243207;2026-08-17\|11.18\|2.85\|10.73\|11.50\|10.65\|1243240;2026-08-18\|10.58\|-5.37\|11.05\|11.10\|10.56\|914000;2026-08-19\|9.77\|-7.66\|10.04\|10.50\|9.67\|838259;2026-08-20\|9.76\|-0.10\|10.07\|10.10\|9.67\|539710;2026-08-21\|10.03\|2.77\|9.78\|10.07\|9.51\|622220;2026-08-24\|9.82\|-2.09\|10.06\|10.08\|9.58\|507384;2026-08-25\|9.85\|0.31\|9.61\|9.90\|9.31\|517777;2026-08-26\|9.67\|-1.83\|9.80\|9.85\|9.59\|404171;2026-08-27\|9.97\|3.10\|9.70\|9.98\|9.64\|633783;2026-08-28\|9.87\|-1.00\|9.99\|10.25\|9.85\|694070;2026-08-31\|9.92\|0.51\|9.51\|9.95\|9.50\|417742;2026-09-01\|9.57\|-3.53\|9.92\|9.95\|9.51\|476251;2026-09-02\|9.30\|-2.82\|9.38\|9.48\|9.22\|390662;2026-09-03\|9.29\|-0.11\|9.47\|9.49\|9.17\|339765;2026-09-04\|8.87\|-4.52\|9.31\|9.39\|8.80\|492305;2026-09-07\|9.13\|2.93\|8.92\|9.13\|8.83\|350736;2026-09-08\|9.01\|-1.31\|9.06\|9.16\|8.96\|293187;2026-09-09\|8.98\|-0.33\|9.06\|9.17\|8.93\|291423;2026-09-10\|9.05\|0.78\|8.90\|9.19\|8.82\|348759;2026-09-11\|9.96\|10.06\|8.93\|9.96\|8.92\|1052735;2026-09-14\|10.96\|10.04\|10.72\|10.96\|10.66\|1014909;2026-09-15\|12.06\|10.04\|11.32\|12.06\|11.14\|1972857;2026-09-16\|12.17\|0.91\|12.06\|12.65\|12.01\|3047690;2026-09-17\|11.69\|-3.94\|11.74\|12.04\|11.64\|1756176;2026-09-18\|11.55\|-1.20\|11.58\|12.00\|11.45\|1341486;2026-09-21\|12.71\|10.04\|11.86\|12.71\|11.85\|1270722;2026-09-22\|11.90\|-6.37\|12.49\|12.49\|11.81\|2263182;2026-09-23\|11.72\|-1.51\|11.90\|12.19\|11.52\|1314300;2026-09-24\|11.20\|-4.44\|11.49\|11.83\|11.18\|1029412;2026-09-28\|10.46\|-6.61\|11.08\|11.11\|10.36\|898578;2026-09-29\|10.67\|2.01\|10.37\|10.75\|10.17\|781250;2026-09-30\|10.35\|-3.00\|10.69\|10.73\|10.30\|600896;2026-10-08\|10.49\|1.35\|10.81\|11.05\|10.38\|911961;2026-10-09\|10.10\|-3.72\|10.49\|10.49\|9.72\|824902;2026-10-12\|9.58\|-5.15\|10.00\|10.01\|9.55\|511416;2026-10-13\|9.75\|1.77\|9.27\|9.90\|9.07\|668795;2026-10-14\|10.29\|5.54\|9.76\|10.73\|9.72\|1694457;2026-10-15\|10.52\|2.24\|9.80\|10.80\|9.71\|1709527;2026-10-16\|10.03\|-4.66\|10.54\|10.65\|9.93\|1160804;2026-10-19\|10.48\|4.49\|9.75\|10.75\|9.50\|1285204;2026-10-20\|10.32\|-1.53\|10.34\|10.59\|10.15\|862928;2026-10-21\|10.20\|-1.16\|10.33\|10.53\|10.07\|764539;2026-10-22\|10.34\|1.37\|10.55\|11.18\|10.26\|1632281;2026-10-23\|10.01\|-3.19\|9.95\|10.66\|9.32\|1433517;2026-10-26\|9.11\|-8.99\|9.85\|9.93\|9.07\|1020262;2026-10-27\|8.78\|-3.62\|9.26\|9.44\|8.78\|689292;2026-10-28\|8.82\|0.46\|8.72\|8.95\|8.45\|771336;2026-10-29\|8.19\|-7.14\|8.70\|8.88\|8.19\|681365;2026-10-30\|7.97\|-2.69\|7.94\|8.44\|7.72\|644074;2026-11-02\|8.27\|3.76\|7.99\|8.39\|7.84\|663644;2026-11-03\|7.93\|-4.11\|8.15\|8.34\|7.88\|491030;2026-11-04\|8.36\|5.42\|7.94\|8.38\|7.72\|765246;2026-11-05\|8.49\|1.55\|8.21\|8.57\|8.18\|679555;2026-11-06\|8.16\|-3.89\|8.06\|8.30\|7.96\|442253
130011	电子布、铜箔及CCL价格持续上行	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	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;2026-09-11\|227.74\|4.47\|216.50\|236.88\|207.80\|264874;2026-09-14\|228.70\|0.42\|221.74\|237.99\|217.42\|214713;2026-09-15\|251.57\|10.00\|239.70\|251.57\|239.70\|99532;2026-09-16\|253.99\|0.96\|260.00\|264.00\|241.00\|274774;2026-09-17\|230.00\|-9.45\|250.00\|253.00\|230.00\|247121;2026-09-18\|226.78\|-1.40\|237.94\|242.80\|220.10\|229093;2026-09-21\|231.70\|2.17\|228.18\|235.89\|226.78\|155663;2026-09-22\|226.50\|-2.24\|237.99\|239.01\|225.52\|162055;2026-09-23\|227.70\|0.53\|229.78\|232.90\|224.50\|135719;2026-09-24\|213.30\|-6.32\|228.60\|231.00\|212.18\|144412;2026-09-28\|204.60\|-4.08\|213.38\|219.20\|202.50\|138173;2026-09-29\|212.00\|3.62\|203.00\|215.20\|201.10\|145376;2026-09-30\|212.66\|0.31\|211.99\|219.77\|205.06\|156580;2026-10-08\|224.25\|5.45\|218.46\|233.00\|212.97\|251387;2026-10-09\|206.46\|-7.93\|215.50\|217.00\|201.83\|225964;2026-10-12\|185.81\|-10.00\|199.46\|201.00\|185.81\|188295;2026-10-13\|193.99\|4.40\|169.75\|195.78\|169.75\|231736;2026-10-14\|202.01\|4.13\|196.99\|209.00\|195.87\|200303;2026-10-15\|190.00\|-5.95\|195.00\|201.79\|190.00\|169723;2026-10-16\|189.99\|-0.01\|196.99\|198.98\|187.37\|138673;2026-10-19\|186.74\|-1.71\|188.90\|190.90\|173.58\|129608;2026-10-20\|192.42\|3.04\|185.50\|197.44\|179.80\|122092;2026-10-21\|202.68\|5.33\|199.00\|206.32\|195.01\|147071;2026-10-22\|189.90\|-6.31\|205.00\|205.50\|187.81\|145949;2026-10-23\|201.65\|6.19\|195.00\|208.89\|176.00\|339217;2026-10-26\|181.49\|-10.00\|185.63\|188.88\|181.49\|88773;2026-10-27\|163.34\|-10.00\|175.20\|177.60\|163.34\|238749;2026-10-28\|163.74\|0.24\|165.00\|170.20\|156.52\|231021;2026-10-29\|147.37\|-10.00\|155.00\|162.00\|147.37\|193252;2026-10-30\|147.29\|-0.05\|138.08\|158.97\|134.33\|245318;2026-11-02\|146.69\|-0.41\|150.08\|152.80\|143.02\|173159;2026-11-03\|132.02\|-10.00\|142.19\|148.54\|132.02\|210553;2026-11-04\|145.22\|10.00\|133.90\|145.22\|130.16\|234648;2026-11-05\|148.13\|2.00\|140.40\|151.60\|139.61\|234783;2026-11-06\|141.60\|-4.41\|134.00\|148.00\|133.42\|187241
130010		协议转让+媒体内容安全监测+AI应用行业原因： Anthropic首席执行官呼吁放缓新模型开发，为模型对齐与安全防护留出时间，OpenAI与马斯克附和，AI安全议题升温，带动网络安全概念受关注。公司原因： 1、据2026年9月12日提示性公告，控股股东、实际控制人及其他股东拟协议转让公司14.60%股份，受让方明心泓智拟持股14.60%，公司控制权不变。 2、据2026年8月24日半年度评估报告，公司围绕AI+视听安全打造慧X七大系列，布局多模态识别、AIGC内容甄别及智能审核等产品。 3、据2026年8月24日半年度报告，公司主要提供媒体内容安全监测监管、智慧教育及大屏显示控制等视听信息技术产品与服务，监测监管产品覆盖各级监管机构和播出机构。	1、公司实控人等拟协议转让14.6%股份； 2、公司聚焦传媒安全、智慧教育、智能显控三大业务，已掌握视听大数据采集、 3、公司分析、可视化核心技术，并推出“学道”教育大模型及AIGC数字人方案	2026-06-29\|18.18\|-0.60\|18.05\|19.28\|17.75\|20567;2026-06-30\|18.20\|0.11\|18.13\|18.46\|17.93\|15371;2026-07-01\|18.44\|1.32\|18.19\|18.98\|18.02\|19740;2026-07-02\|18.67\|1.25\|18.84\|19.60\|18.47\|24360;2026-07-03\|18.77\|0.54\|18.67\|19.24\|18.25\|20611;2026-07-06\|18.28\|-2.61\|18.95\|18.95\|17.97\|16392;2026-07-07\|17.51\|-4.21\|18.28\|18.40\|17.38\|16439;2026-07-08\|17.51\|0.00\|17.68\|17.68\|16.97\|10505;2026-07-09\|17.54\|0.17\|17.33\|17.66\|16.85\|14635;2026-07-10\|17.81\|1.54\|17.78\|18.33\|17.19\|12761;2026-07-13\|16.98\|-4.66\|17.81\|17.97\|16.87\|15555;2026-07-14\|17.17\|1.12\|17.29\|17.29\|16.39\|15137;2026-07-15\|17.46\|1.69\|17.13\|17.68\|17.12\|15114;2026-07-16\|17.56\|0.57\|17.36\|17.98\|17.27\|11996;2026-07-17\|17.13\|-2.45\|17.70\|17.80\|16.68\|20076;2026-07-20\|17.85\|4.20\|17.01\|18.54\|17.01\|30522;2026-07-21\|18.12\|1.51\|17.51\|18.32\|16.78\|30536;2026-07-22\|17.86\|-1.43\|18.12\|18.25\|17.64\|19803;2026-07-23\|19.13\|7.11\|17.90\|19.35\|17.32\|34103;2026-07-24\|19.73\|3.14\|18.75\|19.84\|18.75\|37536;2026-07-27\|20.93\|6.08\|19.74\|21.42\|19.35\|37968;2026-07-28\|21.89\|4.59\|20.93\|22.20\|20.40\|34658;2026-07-29\|21.06\|-3.79\|21.92\|22.93\|20.85\|32468;2026-07-30\|21.28\|1.04\|21.34\|22.46\|21.03\|32658;2026-07-31\|22.98\|7.99\|21.07\|23.25\|21.07\|38316;2026-08-03\|22.16\|-3.57\|23.07\|23.13\|21.36\|33500;2026-08-04\|22.79\|2.84\|22.47\|23.05\|22.16\|21286;2026-08-05\|23.06\|1.18\|22.78\|23.40\|22.55\|29781;2026-08-06\|22.80\|-1.13\|22.94\|24.30\|22.19\|41398;2026-08-07\|23.62\|3.60\|22.79\|23.84\|22.30\|37025;2026-08-10\|24.20\|2.46\|23.68\|24.20\|23.00\|26680;2026-08-11\|23.58\|-2.56\|24.08\|24.08\|23.00\|25266;2026-08-12\|23.92\|1.44\|23.50\|24.00\|23.27\|19784;2026-08-13\|23.83\|-0.38\|23.86\|24.42\|23.65\|23545;2026-08-14\|24.90\|4.49\|23.81\|24.99\|23.67\|37337;2026-08-17\|24.20\|-2.81\|24.85\|24.85\|23.26\|29293;2026-08-18\|23.20\|-4.13\|24.00\|24.26\|22.42\|42946;2026-08-19\|21.66\|-6.64\|22.78\|23.39\|21.40\|23147;2026-08-20\|21.70\|0.18\|21.79\|22.18\|21.46\|20771;2026-08-21\|21.91\|0.97\|21.31\|21.98\|21.00\|17660;2026-08-24\|21.20\|-3.24\|21.90\|22.06\|20.97\|29428;2026-08-25\|21.55\|1.65\|21.35\|21.73\|20.95\|15288;2026-08-26\|21.60\|0.23\|21.31\|21.73\|21.20\|15560;2026-08-27\|21.86\|1.20\|21.66\|22.15\|21.43\|21046;2026-08-28\|21.76\|-0.46\|21.62\|22.40\|21.50\|15036;2026-08-31\|22.50\|3.40\|21.44\|22.59\|21.42\|21651;2026-09-01\|23.40\|4.00\|22.40\|23.55\|22.01\|22792;2026-09-02\|22.30\|-4.70\|23.17\|23.28\|22.26\|16878;2026-09-03\|22.10\|-0.90\|22.66\|23.00\|21.95\|13477;2026-09-04\|21.80\|-1.36\|21.88\|22.48\|21.67\|21657;2026-09-07\|21.58\|-1.01\|21.83\|22.26\|21.47\|18550;2026-09-08\|21.52\|-0.28\|21.42\|21.64\|21.25\|16201;2026-09-09\|20.72\|-3.72\|21.49\|21.49\|20.69\|19043;2026-09-10\|20.03\|-3.33\|20.59\|20.78\|19.88\|20997;2026-09-11\|19.02\|-5.04\|19.75\|20.02\|18.60\|34073;2026-09-14\|22.82\|19.98\|22.82\|22.82\|22.82\|14090;2026-09-15\|27.38\|19.98\|27.38\|27.38\|26.38\|125764;2026-09-16\|32.86\|20.01\|28.97\|32.86\|28.60\|226607;2026-09-17\|37.10\|12.90\|34.29\|37.49\|33.40\|190912;2026-09-18\|35.27\|-4.93\|38.35\|38.70\|34.70\|144139;2026-09-21\|33.93\|-3.80\|35.00\|35.20\|31.50\|150764;2026-09-22\|34.74\|2.39\|33.60\|36.46\|32.34\|163449;2026-09-23\|33.50\|-3.57\|34.70\|34.95\|33.01\|122719;2026-09-24\|33.14\|-1.07\|33.13\|34.08\|31.84\|101345;2026-09-28\|30.66\|-7.48\|32.50\|32.64\|28.68\|109351;2026-09-29\|31.04\|1.24\|30.64\|31.80\|29.52\|79754;2026-09-30\|29.95\|-3.51\|31.61\|31.67\|29.20\|83975;2026-10-08\|29.30\|-2.17\|30.00\|30.67\|28.91\|80745;2026-10-09\|31.04\|5.94\|28.95\|31.58\|27.41\|88442;2026-10-12\|37.25\|20.01\|31.35\|37.25\|30.52\|119621;2026-10-13\|42.73\|14.71\|36.62\|44.70\|36.13\|226015;2026-10-14\|37.29\|-12.73\|41.35\|42.35\|37.29\|151383;2026-10-15\|33.75\|-9.49\|38.03\|38.03\|33.61\|119160;2026-10-16\|33.03\|-2.13\|34.40\|34.48\|32.57\|86994;2026-10-19\|30.99\|-6.18\|32.21\|33.74\|30.99\|86335;2026-10-20\|37.19\|20.01\|31.00\|37.19\|30.48\|102788;2026-10-21\|38.81\|4.36\|36.87\|41.57\|36.67\|123496;2026-10-22\|36.95\|-4.79\|40.48\|42.45\|36.50\|124283;2026-10-23\|37.00\|0.14\|36.22\|39.34\|33.56\|109653;2026-10-26\|36.36\|-1.73\|38.10\|40.07\|35.73\|87001;2026-10-27\|36.00\|-0.99\|36.48\|38.41\|34.63\|68043;2026-10-28\|38.84\|7.89\|36.51\|39.87\|35.33\|78952;2026-10-29\|39.55\|1.83\|38.16\|40.03\|37.44\|67289;2026-10-30\|37.00\|-6.45\|36.71\|41.36\|36.37\|80028;2026-11-02\|40.90\|10.54\|36.26\|44.40\|34.61\|175531;2026-11-03\|41.00\|0.24\|39.53\|43.34\|39.03\|124731;2026-11-04\|44.60\|8.78\|40.70\|45.80\|40.51\|117663;2026-11-05\|42.26\|-5.25\|43.82\|50.50\|41.00\|200880;2026-11-06\|37.91\|-10.29\|39.00\|40.80\|36.19\|132708
130009		AI应用+具身智能+AI终端 1、据2026年8月26日半年度报告，公司持续推动垂类多模态模型在数字人文、智慧档案、金融、泛安防等领域落地，行业应用场景持续拓展。 2、据2026年6月18日互动易，公司已实现仿生扑翼飞行机器人商业化量产，正推进消费娱乐及行业场景应用和仿生智能体商用化。 3、据2026年6月18日互动易，公司将提升AI智能读写本市场占有率，并推进AI柯氏音电子血压计线下市场及海外销售。	1、公司专注于人工智能图像识别技术、智能交互技术及其应用，表示在现有NLP技术基础上进一步加大Transformers技术架构投入； 2、公司在文字、图片、视频、语音等多模态识别与应用方面有多年经验，正在深度分析如何更好的转化“紫东太初”多模态大模型的应用成果	2026-06-29\|15.11\|0.67\|15.02\|15.45\|14.80\|60047;2026-06-30\|15.55\|2.91\|15.07\|15.58\|14.88\|64390;2026-07-01\|15.57\|0.13\|15.56\|15.87\|15.34\|53622;2026-07-02\|15.26\|-1.99\|15.65\|15.88\|15.23\|60362;2026-07-03\|15.55\|1.90\|15.26\|15.68\|15.10\|58617;2026-07-06\|15.07\|-3.09\|15.50\|15.55\|15.01\|49339;2026-07-07\|14.76\|-2.06\|15.04\|15.19\|14.69\|36615;2026-07-08\|14.79\|0.20\|14.67\|14.95\|14.51\|31462;2026-07-09\|15.16\|2.50\|14.72\|15.16\|14.52\|46682;2026-07-10\|15.49\|2.18\|15.13\|15.68\|14.96\|61219;2026-07-13\|14.50\|-6.39\|15.30\|15.45\|14.46\|59960;2026-07-14\|14.50\|0.00\|14.50\|14.60\|14.17\|36435;2026-07-15\|14.58\|0.55\|14.25\|14.79\|14.17\|32054;2026-07-16\|14.72\|0.96\|14.49\|14.90\|14.42\|30453;2026-07-17\|14.25\|-3.19\|14.80\|14.86\|14.12\|39936;2026-07-20\|14.11\|-0.98\|14.25\|14.64\|13.95\|34922;2026-07-21\|14.32\|1.49\|14.35\|14.39\|13.72\|41815;2026-07-22\|14.17\|-1.05\|14.43\|14.44\|14.09\|26034;2026-07-23\|14.31\|0.99\|14.17\|14.32\|13.98\|28278;2026-07-24\|14.01\|-2.10\|14.33\|14.35\|13.99\|22701;2026-07-27\|14.36\|2.50\|13.97\|14.36\|13.85\|26777;2026-07-28\|14.67\|2.16\|14.30\|14.79\|14.23\|39179;2026-07-29\|14.93\|1.77\|14.67\|15.06\|14.56\|36865;2026-07-30\|14.69\|-1.61\|14.81\|15.20\|14.67\|42075;2026-07-31\|15.39\|4.77\|15.12\|15.50\|14.93\|63407;2026-08-03\|15.59\|1.30\|15.50\|15.69\|15.32\|41807;2026-08-04\|16.13\|3.46\|15.62\|16.42\|15.59\|78616;2026-08-05\|16.23\|0.62\|16.02\|16.55\|15.98\|65922;2026-08-06\|16.08\|-0.92\|16.18\|16.47\|15.91\|57986;2026-08-07\|15.93\|-0.93\|16.10\|16.26\|15.59\|54764;2026-08-10\|16.04\|0.69\|15.88\|16.06\|15.58\|30983;2026-08-11\|15.90\|-0.87\|15.90\|16.05\|15.72\|25641;2026-08-12\|16.24\|2.14\|16.04\|16.43\|15.85\|43146;2026-08-13\|16.09\|-0.92\|16.31\|16.48\|16.08\|35937;2026-08-14\|16.11\|0.12\|16.09\|16.26\|15.90\|27856;2026-08-17\|16.17\|0.37\|16.11\|16.19\|15.89\|20826;2026-08-18\|16.13\|-0.25\|16.29\|16.29\|15.82\|27928;2026-08-19\|15.44\|-4.28\|16.00\|16.06\|15.40\|29720;2026-08-20\|15.74\|1.94\|15.64\|15.89\|15.46\|23610;2026-08-21\|15.79\|0.32\|15.60\|15.84\|15.38\|25210;2026-08-24\|15.66\|-0.82\|15.99\|15.99\|15.48\|18262;2026-08-25\|16.00\|2.17\|15.63\|16.03\|15.50\|30027;2026-08-26\|15.77\|-1.44\|15.92\|16.03\|15.63\|24036;2026-08-27\|15.82\|0.32\|15.79\|15.95\|15.68\|24159;2026-08-28\|15.87\|0.32\|15.75\|16.13\|15.75\|29085;2026-08-31\|16.53\|4.16\|15.68\|17.17\|15.62\|102937;2026-09-01\|16.82\|1.75\|16.40\|16.94\|16.36\|100842;2026-09-02\|16.61\|-1.25\|16.65\|16.86\|16.46\|50838;2026-09-03\|16.31\|-1.81\|16.80\|16.80\|16.28\|35882;2026-09-04\|16.17\|-0.86\|16.47\|16.70\|16.11\|36315;2026-09-07\|16.22\|0.31\|16.05\|16.27\|16.05\|32489;2026-09-08\|16.21\|-0.06\|16.09\|16.42\|16.09\|24393;2026-09-09\|15.78\|-2.65\|16.19\|16.19\|15.71\|37005;2026-09-10\|15.52\|-1.65\|15.73\|15.73\|15.47\|20904;2026-09-11\|15.27\|-1.61\|15.37\|15.49\|15.07\|26283;2026-09-14\|15.91\|4.19\|15.29\|16.80\|15.21\|134723;2026-09-15\|17.50\|9.99\|15.90\|17.50\|15.84\|130295;2026-09-16\|16.92\|-3.31\|17.61\|17.61\|16.90\|244653;2026-09-17\|16.60\|-1.89\|16.74\|16.94\|16.45\|128405;2026-09-18\|16.55\|-0.30\|16.52\|16.73\|16.41\|110801;2026-09-21\|16.70\|0.91\|16.55\|16.73\|16.45\|94177;2026-09-22\|16.53\|-1.02\|16.66\|16.79\|16.43\|82003;2026-09-23\|15.93\|-3.63\|16.46\|16.51\|15.82\|80769;2026-09-24\|15.75\|-1.13\|16.13\|16.13\|15.73\|51751;2026-09-28\|15.85\|0.63\|15.81\|16.47\|15.55\|69605;2026-09-29\|15.82\|-0.19\|15.60\|16.04\|15.41\|48459;2026-09-30\|15.77\|-0.32\|15.87\|16.18\|15.73\|45006;2026-10-08\|15.45\|-2.03\|15.73\|15.88\|15.30\|46308;2026-10-09\|15.82\|2.39\|15.30\|15.86\|14.85\|66849;2026-10-12\|15.89\|0.44\|15.76\|16.04\|15.50\|45621;2026-10-13\|15.99\|0.63\|15.73\|16.09\|15.40\|47919;2026-10-14\|15.70\|-1.81\|16.07\|16.08\|15.64\|32828;2026-10-15\|15.39\|-1.97\|15.23\|15.78\|15.23\|34421;2026-10-16\|15.79\|2.60\|16.22\|16.93\|15.68\|186977;2026-10-19\|15.99\|1.27\|15.26\|16.08\|15.04\|139066;2026-10-20\|16.27\|1.75\|15.80\|16.35\|15.76\|93762;2026-10-21\|16.70\|2.64\|16.26\|16.80\|16.10\|113165;2026-10-22\|16.43\|-1.62\|16.70\|17.18\|16.40\|119521;2026-10-23\|17.03\|3.65\|16.28\|17.10\|15.93\|161525;2026-10-26\|17.37\|2.00\|16.88\|18.22\|16.80\|206671;2026-10-27\|16.65\|-4.15\|17.09\|17.53\|16.64\|137020;2026-10-28\|16.89\|1.44\|16.73\|17.53\|16.40\|101931;2026-10-29\|16.42\|-2.78\|16.72\|16.95\|16.32\|74650;2026-10-30\|15.43\|-6.03\|15.95\|16.78\|15.38\|100006;2026-11-02\|16.97\|9.98\|15.47\|16.97\|14.67\|128295;2026-11-03\|16.41\|-3.30\|16.66\|16.99\|16.33\|114662;2026-11-04\|16.47\|0.37\|16.37\|16.58\|16.00\|98863;2026-11-05\|16.80\|2.00\|16.41\|16.87\|16.38\|106442;2026-11-06\|16.35\|-2.68\|16.28\|16.75\|16.23\|80494

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