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
114184	SK海力士尝试“以钼代钨”，助力NAND性能提升	钼价上涨+钼基新材料+陕西国资行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月13日公司股票交易异常波动公告，自2026年年初以来钼市场总体呈上涨运行态势，近期《MW》氧化钼价格30.70美元/磅钼，较年初上涨35.24%；国内钼铁价格31.65万元/吨，较年初上涨26.09%。 2、据2026年6月6日公告，公司拟出资5.1亿元设立合资子公司，建设钼基新材料精深加工基地；据2026年5月21日投资者关系活动记录表，公司多项新产品研发攻克关键核心技术，正逐步转化为新经济增长点。 3、据2025年年报，公司是全球钼专业供应商，拥有从钼采矿到金属精深加工的全产业链，销量占全球钼市场份额的13%左右，并成功收购金沙钼业24%股权，将世界最大单体钼矿权益提升至34%。 4、公司最终控制人为陕西省人民政府国有资产监督管理委员会。	陕西国资委旗下，世界领先、中国产销量最大的钼业公司	2026-03-03\|25.34\|-4.31\|26.00\|27.65\|25.21\|1112828;2026-03-04\|25.95\|2.41\|24.07\|27.09\|24.07\|829710;2026-03-05\|25.02\|-3.58\|26.65\|26.80\|24.70\|674803;2026-03-06\|24.58\|-1.76\|25.00\|26.12\|24.50\|677377;2026-03-09\|23.99\|-2.40\|24.20\|24.32\|22.88\|603471;2026-03-10\|23.96\|-0.13\|24.21\|24.24\|23.56\|387624;2026-03-11\|23.15\|-3.38\|24.10\|24.29\|23.08\|469200;2026-03-12\|22.82\|-1.43\|23.10\|23.70\|22.50\|445660;2026-03-13\|21.88\|-4.12\|22.80\|23.05\|21.78\|501689;2026-03-16\|21.59\|-1.33\|21.87\|22.00\|20.62\|562730;2026-03-17\|21.12\|-2.18\|21.80\|21.90\|21.08\|259848;2026-03-18\|20.90\|-1.04\|21.20\|21.38\|20.56\|251635;2026-03-19\|19.38\|-7.27\|20.45\|20.53\|19.29\|451251;2026-03-20\|18.94\|-2.27\|19.37\|19.75\|18.72\|546953;2026-03-23\|17.65\|-6.81\|18.01\|18.51\|17.47\|476766;2026-03-24\|18.20\|3.12\|18.10\|18.21\|17.48\|391215;2026-03-25\|18.70\|2.75\|18.60\|19.02\|18.48\|458603;2026-03-26\|18.23\|-2.51\|18.68\|18.78\|18.14\|270941;2026-03-27\|18.79\|3.07\|17.92\|19.04\|17.89\|385383;2026-03-30\|18.81\|0.11\|18.79\|18.99\|18.42\|277869;2026-03-31\|18.60\|-1.12\|19.04\|19.05\|18.45\|294225;2026-04-01\|19.13\|2.85\|19.05\|19.25\|18.76\|305614;2026-04-02\|18.68\|-2.35\|19.04\|19.04\|18.52\|294859;2026-04-03\|18.44\|-1.28\|18.72\|18.78\|18.30\|183573;2026-04-07\|18.73\|1.57\|18.60\|18.81\|18.33\|222580;2026-04-08\|19.73\|5.34\|19.40\|19.78\|19.19\|445205;2026-04-09\|19.25\|-2.43\|19.34\|19.56\|19.11\|292321;2026-04-10\|18.93\|-1.66\|19.38\|19.48\|18.93\|294795;2026-04-13\|18.90\|-0.16\|18.80\|19.04\|18.65\|244690;2026-04-14\|19.28\|2.01\|19.18\|19.55\|19.06\|297015;2026-04-15\|19.07\|-1.09\|19.51\|19.85\|19.03\|335806;2026-04-16\|19.62\|2.88\|19.08\|19.74\|19.06\|332584;2026-04-17\|19.62\|0.00\|19.50\|19.94\|19.43\|320000;2026-04-20\|19.97\|1.78\|19.62\|20.30\|19.52\|464653;2026-04-21\|20.03\|0.30\|20.02\|20.24\|19.61\|324420;2026-04-22\|20.59\|2.80\|19.90\|20.86\|19.86\|501927;2026-04-23\|19.43\|-5.63\|20.75\|20.85\|19.30\|562988;2026-04-24\|19.67\|1.24\|19.33\|19.86\|18.98\|304987;2026-04-27\|19.18\|-2.49\|19.59\|19.66\|19.14\|280219;2026-04-28\|18.59\|-3.08\|19.00\|19.18\|18.35\|391877;2026-04-29\|19.81\|6.56\|18.59\|19.95\|18.58\|431102;2026-04-30\|19.58\|-1.16\|19.75\|19.78\|19.30\|308478;2026-05-06\|20.57\|5.06\|19.65\|20.66\|19.60\|487990;2026-05-07\|20.89\|1.56\|20.85\|21.26\|20.59\|427964;2026-05-08\|20.96\|0.34\|20.73\|21.06\|20.37\|390041;2026-05-11\|21.24\|1.34\|21.00\|21.33\|20.80\|462175;2026-05-12\|22.65\|6.64\|21.67\|23.06\|21.50\|815200;2026-05-13\|23.38\|3.22\|22.88\|24.00\|22.81\|757406;2026-05-14\|22.17\|-5.18\|23.29\|23.29\|22.16\|604963;2026-05-15\|21.04\|-5.10\|21.86\|22.12\|20.80\|609665;2026-05-18\|21.56\|2.47\|20.45\|22.09\|20.15\|571472;2026-05-19\|20.99\|-2.64\|21.50\|21.53\|20.56\|481964;2026-05-20\|21.03\|0.19\|20.72\|21.35\|20.18\|403374;2026-05-21\|21.12\|0.43\|21.35\|22.50\|21.07\|644195;2026-05-22\|21.79\|3.17\|21.50\|22.00\|21.41\|449218;2026-05-25\|21.12\|-3.07\|21.80\|22.27\|20.99\|492934;2026-05-26\|23.23\|9.99\|21.00\|23.23\|20.58\|820442;2026-05-27\|24.41\|5.08\|23.89\|24.80\|23.56\|1257569;2026-05-28\|26.85\|10.00\|23.92\|26.85\|23.88\|1294833;2026-05-29\|24.17\|-9.98\|26.50\|26.50\|24.17\|1285725;2026-06-01\|23.20\|-4.01\|23.49\|25.20\|23.02\|1138953;2026-06-02\|24.06\|3.71\|23.35\|24.93\|22.31\|947802;2026-06-03\|23.96\|-0.42\|23.99\|24.88\|23.52\|803142;2026-06-04\|23.09\|-3.63\|23.58\|23.95\|22.79\|632469;2026-06-05\|21.96\|-4.89\|23.07\|23.38\|21.81\|715670;2026-06-08\|20.80\|-5.28\|21.25\|21.95\|20.61\|624080;2026-06-09\|20.95\|0.72\|21.00\|21.35\|20.32\|467508;2026-06-10\|21.09\|0.67\|20.50\|21.38\|19.80\|675463;2026-06-11\|23.20\|10.00\|21.40\|23.20\|21.40\|471148;2026-06-12\|25.52\|10.00\|25.52\|25.52\|25.52\|163011;2026-06-15\|28.07\|9.99\|27.25\|28.07\|27.03\|2159986;2026-06-16\|28.88\|2.89\|28.10\|29.76\|27.10\|2848493;2026-06-17\|28.47\|-1.42\|28.00\|29.00\|27.20\|1916008;2026-06-18\|27.70\|-2.70\|28.50\|29.23\|27.30\|1932732;2026-06-22\|30.47\|10.00\|28.14\|30.47\|27.65\|2170277;2026-06-23\|27.80\|-8.76\|31.45\|31.61\|27.42\|2101994;2026-06-24\|27.38\|-1.51\|27.51\|28.26\|26.51\|1373645;2026-06-25\|26.91\|-1.72\|27.34\|28.15\|26.61\|1298615;2026-06-26\|27.13\|0.82\|26.80\|28.43\|26.10\|1309811;2026-06-29\|29.55\|8.92\|27.00\|29.56\|26.75\|1692390;2026-06-30\|28.11\|-4.87\|28.73\|28.75\|26.61\|1462139;2026-07-01\|28.39\|1.00\|27.56\|29.31\|27.30\|1260684;2026-07-02\|26.97\|-5.00\|27.52\|28.50\|26.16\|1138241;2026-07-03\|25.01\|-7.27\|27.11\|27.29\|24.90\|1147283;2026-07-06\|23.66\|-5.40\|25.44\|25.47\|23.52\|872449;2026-07-07\|23.45\|-0.89\|23.43\|24.09\|23.30\|528400;2026-07-08\|21.79\|-7.08\|23.35\|23.49\|21.78\|771753;2026-07-09\|23.10\|6.01\|22.11\|23.15\|21.26\|812738;2026-07-10\|22.40\|-3.03\|23.17\|23.74\|22.40\|690110
114012	其它归类	涨停揭秘：公司为苹果认证合格供应商，主营消费电子功能性器件，覆盖iPhone、Apple Watch及Vision Pro等全系产品线，MR新品量产在即；涨停缘由：苹果Vision Pro 2代或于2026年Q3发布，供应链提前备货；公司精密模切、精密组装工艺领先，客户粘性高；资金逻辑：主力资金近3日净流入超2100万元，苹果产业链指数单周涨6.2%，资金提前布局MR硬件链核心环节；风险提示：对苹果收入占比超75%，客户集中度高；2026年一季度净利润同比下滑19.8%，毛利率承压，议价能力受限	子公司梅州市鸿富瀚科技有限公司于近日收到某客户中标通知书，确认为整机柜液冷部件-冷板产品的中标人，中标产品预计于2026年6月至2027年1月交付	2026-03-03\|115.23\|-12.07\|130.64\|132.18\|115.01\|37502;2026-03-04\|120.65\|4.70\|112.64\|123.97\|112.64\|26771;2026-03-05\|122.51\|1.54\|123.57\|124.68\|120.23\|14792;2026-03-06\|122.48\|-0.02\|121.25\|123.86\|121.15\|13783;2026-03-09\|124.20\|1.40\|122.30\|124.46\|118.54\|15652;2026-03-10\|129.30\|4.11\|125.50\|130.56\|124.60\|18619;2026-03-11\|131.80\|1.93\|129.30\|133.88\|128.00\|31892;2026-03-12\|129.10\|-2.05\|132.00\|132.82\|127.51\|17623;2026-03-13\|125.00\|-3.18\|128.52\|128.98\|124.40\|13162;2026-03-16\|126.18\|0.94\|125.00\|128.98\|121.20\|18518;2026-03-17\|119.96\|-4.93\|126.16\|126.20\|119.77\|13546;2026-03-18\|124.21\|3.54\|122.36\|124.68\|120.00\|14852;2026-03-19\|122.31\|-1.53\|122.99\|124.80\|120.18\|16131;2026-03-20\|121.90\|-0.34\|122.81\|126.78\|121.68\|17728;2026-03-23\|112.13\|-8.01\|119.38\|124.10\|111.00\|21154;2026-03-24\|119.74\|6.79\|114.14\|119.98\|114.02\|19072;2026-03-25\|123.60\|3.22\|122.49\|125.80\|121.76\|24665;2026-03-26\|118.68\|-3.98\|123.00\|124.28\|118.03\|15865;2026-03-27\|128.28\|8.09\|117.03\|129.87\|116.08\|38644;2026-03-30\|128.63\|0.27\|125.40\|130.22\|125.40\|17777;2026-03-31\|128.07\|-0.44\|128.48\|131.37\|126.19\|16964;2026-04-01\|133.69\|4.39\|130.50\|135.00\|129.52\|24618;2026-04-02\|134.05\|0.27\|133.01\|135.38\|132.35\|14460;2026-04-03\|129.49\|-3.40\|134.01\|134.99\|127.00\|19154;2026-04-07\|131.43\|1.50\|130.40\|134.32\|130.01\|12833;2026-04-08\|141.22\|7.45\|134.00\|142.40\|133.93\|20689;2026-04-09\|143.75\|1.79\|139.72\|143.80\|138.66\|14944;2026-04-10\|146.97\|2.24\|143.93\|150.00\|143.75\|20416;2026-04-13\|151.38\|3.00\|150.00\|151.50\|144.66\|19757;2026-04-14\|152.14\|0.50\|154.49\|162.62\|150.00\|38820;2026-04-15\|146.57\|-3.66\|150.62\|153.65\|146.23\|33055;2026-04-16\|164.61\|12.31\|146.59\|164.87\|145.48\|38842;2026-04-17\|168.35\|2.27\|162.01\|171.01\|162.01\|34923;2026-04-20\|175.63\|4.32\|169.60\|179.88\|167.31\|42807;2026-04-21\|178.23\|1.48\|171.90\|179.83\|170.04\|24222;2026-04-22\|189.84\|6.51\|178.29\|190.49\|176.79\|23713;2026-04-23\|189.96\|0.06\|189.61\|193.00\|183.77\|25923;2026-04-24\|189.13\|-0.44\|186.01\|192.63\|186.01\|16892;2026-04-27\|190.91\|0.94\|189.00\|194.02\|187.00\|21196;2026-04-28\|187.95\|-1.55\|190.79\|191.68\|185.00\|22472;2026-04-29\|190.80\|1.52\|187.94\|196.00\|185.75\|15113;2026-04-30\|197.06\|3.28\|190.80\|198.45\|189.51\|19962;2026-05-06\|205.01\|4.03\|198.01\|206.74\|194.15\|29169;2026-05-07\|209.78\|2.33\|205.00\|215.77\|203.01\|17948;2026-05-08\|210.59\|0.39\|207.77\|214.30\|206.00\|12654;2026-05-11\|218.00\|3.52\|214.37\|223.00\|212.00\|16142;2026-05-12\|216.00\|-0.92\|219.00\|219.00\|207.00\|14347;2026-05-13\|230.34\|6.64\|215.99\|233.00\|213.48\|18671;2026-05-14\|232.23\|0.82\|234.95\|247.98\|232.22\|26965;2026-05-15\|233.99\|0.76\|232.34\|243.90\|226.44\|17793;2026-05-18\|234.33\|0.15\|231.49\|241.88\|230.50\|22555;2026-05-19\|233.00\|-0.57\|234.68\|235.15\|219.00\|24607;2026-05-20\|247.00\|6.01\|232.68\|247.98\|232.26\|21999;2026-05-21\|236.59\|-4.21\|250.04\|256.53\|233.00\|20032;2026-05-22\|247.97\|4.81\|241.39\|248.88\|238.39\|18280;2026-05-25\|249.51\|0.62\|252.00\|255.00\|242.88\|22148;2026-05-26\|233.00\|-6.62\|249.51\|250.00\|228.67\|30326;2026-05-27\|229.46\|-1.52\|233.35\|234.00\|221.04\|22625;2026-05-28\|234.76\|2.31\|227.17\|239.21\|227.17\|16130;2026-05-29\|161.10\|-3.79\|169.00\|170.00\|158.00\|26215;2026-06-01\|156.70\|-2.73\|161.52\|165.50\|156.60\|24743;2026-06-02\|156.96\|0.17\|159.66\|160.85\|152.20\|26437;2026-06-03\|155.53\|-0.91\|157.50\|161.00\|153.17\|27145;2026-06-04\|152.98\|-1.64\|154.30\|155.42\|148.00\|34633;2026-06-05\|149.55\|-2.24\|153.02\|158.00\|147.00\|32116;2026-06-08\|140.30\|-6.19\|145.27\|148.74\|139.00\|30071;2026-06-09\|145.48\|3.69\|143.30\|145.68\|140.53\|25882;2026-06-10\|142.50\|-2.05\|144.00\|146.65\|139.60\|17469;2026-06-11\|157.60\|10.60\|143.77\|160.89\|143.21\|47784;2026-06-12\|163.26\|3.59\|163.00\|172.40\|156.53\|45332;2026-06-15\|175.54\|7.52\|167.28\|175.76\|161.00\|48877;2026-06-16\|198.25\|12.94\|177.46\|203.68\|175.00\|53528;2026-06-17\|206.99\|4.41\|198.72\|208.07\|196.78\|48111;2026-06-18\|213.00\|2.90\|210.79\|217.80\|207.00\|39325;2026-06-22\|219.99\|3.28\|214.60\|220.90\|213.01\|35378;2026-06-23\|200.73\|-8.75\|227.23\|231.00\|199.96\|54773;2026-06-24\|216.59\|7.90\|200.74\|218.81\|195.70\|51339;2026-06-25\|213.77\|-1.30\|220.00\|220.80\|211.15\|35043;2026-06-26\|207.00\|-3.17\|212.10\|218.22\|204.74\|27009;2026-06-29\|197.51\|-4.58\|207.00\|211.00\|194.02\|29796;2026-06-30\|209.28\|5.96\|200.99\|209.37\|196.75\|27989;2026-07-01\|199.39\|-4.73\|207.99\|213.05\|197.53\|25236;2026-07-02\|187.32\|-6.05\|197.00\|200.46\|186.01\|23255;2026-07-03\|188.60\|0.68\|187.32\|194.68\|183.33\|25497;2026-07-06\|188.66\|0.03\|191.01\|202.49\|188.00\|33041;2026-07-07\|180.50\|-4.33\|190.00\|194.40\|177.89\|22105;2026-07-08\|176.18\|-2.39\|182.30\|187.95\|173.50\|20218;2026-07-09\|180.11\|2.23\|179.90\|180.56\|168.11\|25779;2026-07-10\|164.00\|-8.94\|185.00\|185.23\|163.00\|39223
114011	其它归类	膜技术+工业水处理+一季报增长 1、据2026年5月11日业绩说明会，公司将工业领域膜应用列为市场拓展重点，中标并实施了多个工业废水零排放/近零排放膜系统项目。 2、据2026年4月24日年报，公司主要从事高性能膜材料及膜组件、膜分离及水处理设备的研发与应用，提供专业水资源化整体解决方案及工业特种分离解决方案。 3、据2026年4月24日公告，公司2026年一季度营收8972.62万元，同比增长81.24%；归母净利润225.47万元，同比增长30.75%，主要系加快以前年度中标的膜系统集成项目实施并确认收入。	公司位于天津，主营超、微滤膜及膜组件，向客户提供专业膜法水资源化整体解决方案	2026-03-03\|7.70\|-2.28\|8.01\|8.02\|7.65\|91755;2026-03-04\|7.63\|-0.91\|7.58\|7.71\|7.50\|95336;2026-03-05\|7.79\|2.10\|7.75\|7.89\|7.71\|66320;2026-03-06\|8.09\|3.85\|7.79\|8.16\|7.76\|92357;2026-03-09\|8.22\|1.61\|8.04\|8.36\|7.96\|194621;2026-03-10\|8.20\|-0.24\|8.12\|8.25\|8.06\|119328;2026-03-11\|8.22\|0.24\|8.25\|8.30\|8.08\|93519;2026-03-12\|8.06\|-1.95\|8.25\|8.25\|8.02\|84277;2026-03-13\|8.17\|1.36\|8.08\|8.33\|8.03\|102854;2026-03-16\|8.12\|-0.61\|8.06\|8.23\|7.98\|89264;2026-03-17\|7.91\|-2.59\|8.16\|8.19\|7.87\|55410;2026-03-18\|8.00\|1.14\|7.93\|8.02\|7.83\|64254;2026-03-19\|7.78\|-2.75\|7.96\|8.00\|7.73\|54948;2026-03-20\|7.41\|-4.76\|7.79\|7.85\|7.37\|103897;2026-03-23\|6.92\|-6.61\|7.34\|7.34\|6.84\|127867;2026-03-24\|7.37\|6.50\|7.07\|7.38\|6.92\|99271;2026-03-25\|7.59\|2.99\|7.44\|7.65\|7.40\|90519;2026-03-26\|7.33\|-3.43\|7.59\|7.64\|7.29\|67524;2026-03-27\|7.53\|2.73\|7.30\|7.54\|7.28\|65711;2026-03-30\|7.60\|0.93\|7.50\|7.62\|7.33\|48713;2026-03-31\|7.39\|-2.76\|7.62\|7.72\|7.39\|58205;2026-04-01\|7.40\|0.14\|7.53\|7.57\|7.31\|51950;2026-04-02\|7.21\|-2.57\|7.44\|7.54\|7.12\|64880;2026-04-03\|6.87\|-4.72\|7.20\|7.28\|6.82\|69652;2026-04-07\|7.24\|5.39\|6.84\|7.25\|6.71\|89447;2026-04-08\|7.50\|3.59\|7.46\|7.51\|7.32\|70199;2026-04-09\|7.31\|-2.53\|7.50\|7.55\|7.27\|54950;2026-04-10\|7.35\|0.55\|7.34\|7.45\|7.27\|46115;2026-04-13\|7.28\|-0.95\|7.34\|7.38\|7.15\|51954;2026-04-14\|7.25\|-0.41\|7.35\|7.39\|7.16\|56331;2026-04-15\|7.17\|-1.10\|7.32\|7.38\|7.14\|56734;2026-04-16\|7.35\|2.51\|7.17\|7.40\|7.08\|53489;2026-04-17\|7.17\|-2.45\|7.33\|7.35\|7.13\|61582;2026-04-20\|7.29\|1.67\|7.17\|7.31\|7.11\|74947;2026-04-21\|7.28\|-0.14\|7.28\|7.32\|7.21\|48027;2026-04-22\|7.24\|-0.55\|7.31\|7.31\|7.16\|43283;2026-04-23\|7.13\|-1.52\|7.27\|7.29\|7.10\|54190;2026-04-24\|7.51\|5.33\|7.17\|7.58\|7.17\|125815;2026-04-27\|7.86\|4.66\|7.52\|7.88\|7.26\|170479;2026-04-28\|7.80\|-0.76\|7.80\|7.87\|7.70\|108972;2026-04-29\|7.96\|2.05\|7.84\|8.06\|7.74\|92225;2026-04-30\|8.08\|1.51\|7.98\|8.27\|7.98\|95710;2026-05-06\|8.14\|0.74\|8.15\|8.22\|8.03\|103302;2026-05-07\|8.20\|0.74\|8.12\|8.30\|8.06\|98594;2026-05-08\|8.30\|1.22\|8.28\|8.34\|8.17\|77543;2026-05-11\|8.50\|2.41\|8.30\|8.54\|8.22\|102844;2026-05-12\|8.41\|-1.06\|8.50\|8.62\|8.31\|81314;2026-05-13\|8.63\|2.62\|8.45\|8.78\|8.30\|101832;2026-05-14\|8.62\|-0.12\|8.69\|8.76\|8.54\|92021;2026-05-15\|8.46\|-1.86\|8.57\|8.65\|8.42\|83113;2026-05-18\|8.46\|0.00\|8.51\|8.55\|8.33\|73329;2026-05-19\|8.34\|-1.42\|8.48\|8.50\|8.25\|80460;2026-05-20\|8.23\|-1.32\|8.34\|8.34\|8.17\|67815;2026-05-21\|7.97\|-3.16\|8.25\|8.40\|7.92\|74196;2026-05-22\|8.17\|2.51\|7.97\|8.25\|7.86\|57578;2026-05-25\|8.12\|-0.61\|8.21\|8.35\|7.99\|74678;2026-05-26\|7.92\|-2.46\|8.14\|8.14\|7.85\|60832;2026-05-27\|7.73\|-2.40\|7.92\|7.95\|7.61\|62418;2026-05-28\|7.65\|-1.03\|7.71\|7.77\|7.38\|68073;2026-05-29\|7.35\|-3.92\|7.67\|7.77\|7.27\|76627;2026-06-01\|7.62\|3.67\|7.34\|7.73\|7.27\|71326;2026-06-02\|7.30\|-4.20\|7.65\|7.69\|7.18\|74948;2026-06-03\|7.27\|-0.41\|7.35\|7.41\|7.16\|61489;2026-06-04\|7.51\|3.30\|7.27\|7.74\|7.12\|122639;2026-06-05\|9.01\|19.97\|7.49\|9.01\|7.49\|350623;2026-06-08\|9.94\|10.32\|9.15\|10.58\|8.90\|676608;2026-06-09\|10.35\|4.12\|9.89\|10.47\|9.78\|439113;2026-06-10\|11.38\|9.95\|10.27\|11.86\|10.11\|481875;2026-06-11\|12.86\|13.01\|11.67\|13.00\|11.67\|518675;2026-06-12\|13.41\|4.28\|12.83\|13.49\|12.40\|542055;2026-06-15\|11.93\|-11.04\|13.15\|14.12\|11.12\|715484;2026-06-16\|12.00\|0.59\|11.58\|12.82\|11.30\|527910;2026-06-17\|12.26\|2.17\|11.62\|12.41\|11.46\|389394;2026-06-18\|12.13\|-1.06\|12.01\|12.65\|11.88\|289482;2026-06-22\|12.58\|3.71\|12.00\|13.15\|11.96\|396482;2026-06-23\|12.00\|-4.61\|12.35\|13.40\|11.85\|402569;2026-06-24\|11.54\|-3.83\|12.12\|12.15\|11.24\|375266;2026-06-25\|11.03\|-4.42\|11.33\|11.47\|10.92\|245531;2026-06-26\|10.55\|-4.35\|10.89\|10.94\|10.35\|212934;2026-06-29\|10.14\|-3.89\|10.55\|10.65\|9.97\|184506;2026-06-30\|10.42\|2.76\|10.14\|10.45\|9.88\|136555;2026-07-01\|10.20\|-2.11\|10.37\|10.42\|10.07\|132880;2026-07-02\|10.28\|0.78\|10.10\|10.98\|9.99\|203292;2026-07-03\|10.30\|0.19\|10.25\|10.85\|10.17\|190098;2026-07-06\|9.62\|-6.60\|10.37\|10.47\|9.58\|197201;2026-07-07\|9.30\|-3.33\|9.54\|9.77\|9.23\|161968;2026-07-08\|9.15\|-1.61\|9.28\|9.33\|8.98\|102753;2026-07-09\|9.15\|0.00\|9.10\|9.22\|8.76\|109576;2026-07-10\|9.23\|0.87\|9.14\|9.68\|9.06\|135900
114010	其它归类	涨停揭秘：国内特种MLCC领先企业，正拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套；英伟达AI服务器带动MLCC整体需求上行；涨停缘由：航天高可靠MLCC自主可控紧迫性提升、商业航天加速产业化、特种MLCC技术壁垒与定价能力突出；资金逻辑：主力资金连续两日净流入超5000万元，机构席位占比高，受益于军工电子与AI硬件双重主线共振；风险提示：商业航天配套尚处早期阶段，订单规模及收入确认节奏未公开披露，短期业绩支撑有限	国内特种 MLCC (片式多层陶瓷电容器) 领先企业；公司正积极拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套	2026-03-03\|38.83\|-9.72\|43.00\|43.10\|38.78\|254795;2026-03-04\|38.55\|-0.72\|38.31\|39.78\|38.25\|163823;2026-03-05\|38.42\|-0.34\|39.30\|39.45\|37.95\|124832;2026-03-06\|38.61\|0.49\|38.12\|39.11\|37.61\|96723;2026-03-09\|36.53\|-5.39\|37.50\|37.51\|35.78\|180555;2026-03-10\|39.16\|7.20\|37.90\|39.54\|37.90\|201830;2026-03-11\|39.01\|-0.38\|39.24\|39.65\|38.69\|109239;2026-03-12\|38.50\|-1.31\|38.83\|39.14\|37.82\|88091;2026-03-13\|37.20\|-3.38\|38.25\|38.33\|37.10\|85378;2026-03-16\|37.78\|1.56\|37.21\|38.06\|36.50\|91212;2026-03-17\|37.30\|-1.27\|37.78\|37.93\|37.05\|72712;2026-03-18\|37.88\|1.55\|37.30\|37.98\|37.12\|72109;2026-03-19\|36.90\|-2.59\|37.39\|37.48\|36.76\|61639;2026-03-20\|36.00\|-2.44\|37.10\|37.36\|35.98\|67795;2026-03-23\|33.84\|-6.00\|35.16\|35.30\|33.48\|94637;2026-03-24\|34.70\|2.54\|34.58\|34.77\|33.68\|66432;2026-03-25\|35.36\|1.90\|34.98\|35.64\|34.98\|59060;2026-03-26\|34.57\|-2.23\|35.12\|35.26\|34.31\|43624;2026-03-27\|34.52\|-0.14\|34.05\|34.85\|33.90\|49599;2026-03-30\|34.32\|-0.58\|33.50\|34.49\|33.50\|49844;2026-03-31\|33.98\|-0.99\|34.24\|34.92\|33.90\|57837;2026-04-01\|33.82\|-0.47\|34.88\|34.98\|33.50\|93074;2026-04-02\|31.66\|-6.39\|33.68\|33.68\|31.45\|145053;2026-04-03\|31.90\|0.76\|31.80\|31.99\|30.99\|77384;2026-04-07\|30.99\|-2.85\|31.93\|32.05\|30.91\|95526;2026-04-08\|32.82\|5.91\|31.80\|32.84\|31.55\|161215;2026-04-09\|32.11\|-2.16\|32.55\|32.55\|31.93\|102972;2026-04-10\|32.36\|0.78\|32.30\|32.84\|32.20\|73185;2026-04-13\|32.65\|0.90\|32.02\|32.85\|31.92\|83204;2026-04-14\|33.26\|1.87\|32.73\|33.48\|32.57\|95503;2026-04-15\|33.11\|-0.45\|33.66\|34.10\|33.05\|96363;2026-04-16\|33.20\|0.27\|33.11\|33.29\|32.90\|76862;2026-04-17\|34.82\|4.88\|33.16\|35.17\|33.00\|174568;2026-04-20\|35.14\|0.92\|34.83\|35.47\|34.51\|127917;2026-04-21\|35.45\|0.88\|35.38\|35.60\|34.88\|90051;2026-04-22\|35.84\|1.10\|35.45\|36.03\|35.10\|94898;2026-04-23\|34.84\|-2.79\|35.80\|35.83\|34.55\|93214;2026-04-24\|34.45\|-1.12\|34.78\|35.08\|34.40\|67173;2026-04-27\|34.58\|0.38\|34.49\|34.94\|34.25\|71321;2026-04-28\|35.20\|1.79\|34.65\|35.76\|34.08\|151880;2026-04-29\|32.51\|-7.64\|32.35\|33.05\|31.75\|267354;2026-04-30\|32.51\|0.00\|32.20\|33.10\|32.15\|110530;2026-05-06\|33.00\|1.51\|32.90\|33.98\|32.90\|108234;2026-05-07\|32.87\|-0.39\|33.12\|33.24\|32.56\|96421;2026-05-08\|33.48\|1.86\|32.73\|33.59\|32.30\|125054;2026-05-11\|34.54\|3.17\|33.98\|35.19\|33.78\|160486;2026-05-12\|33.73\|-2.35\|34.61\|34.74\|33.53\|103767;2026-05-13\|34.19\|1.36\|33.65\|34.40\|33.38\|106706;2026-05-14\|32.79\|-4.09\|34.25\|34.32\|32.77\|109999;2026-05-15\|32.13\|-2.01\|33.16\|33.46\|32.00\|97763;2026-05-18\|32.73\|1.87\|31.99\|33.52\|31.60\|87127;2026-05-19\|34.92\|6.69\|32.60\|35.61\|32.07\|231089;2026-05-20\|35.19\|0.77\|34.83\|35.83\|34.59\|199553;2026-05-21\|34.25\|-2.67\|35.30\|36.50\|34.15\|178501;2026-05-22\|37.68\|10.01\|34.54\|37.68\|34.54\|405031;2026-05-25\|39.50\|4.83\|41.32\|41.34\|39.11\|556550;2026-05-26\|40.64\|2.89\|39.49\|41.08\|38.86\|405814;2026-05-27\|43.01\|5.83\|41.35\|43.85\|41.00\|501229;2026-05-28\|47.31\|10.00\|43.80\|47.31\|43.01\|512767;2026-05-29\|48.44\|2.39\|49.00\|51.44\|48.00\|853056;2026-06-01\|53.28\|9.99\|46.54\|53.28\|46.54\|392988;2026-06-02\|58.61\|10.00\|52.15\|58.61\|51.50\|480739;2026-06-03\|63.93\|9.08\|59.99\|64.47\|59.22\|725684;2026-06-04\|64.55\|0.97\|62.69\|65.94\|60.70\|594645;2026-06-05\|62.98\|-2.31\|63.82\|64.94\|61.10\|455991;2026-06-08\|56.68\|-10.00\|58.01\|65.80\|56.68\|638165;2026-06-09\|59.62\|5.19\|58.27\|61.14\|52.61\|801747;2026-06-10\|56.28\|-5.60\|56.74\|59.02\|54.61\|503962;2026-06-11\|61.91\|10.00\|56.24\|61.91\|55.15\|431087;2026-06-12\|58.15\|-6.07\|62.83\|63.70\|57.00\|551103;2026-06-15\|63.97\|10.01\|59.90\|63.97\|59.90\|181610;2026-06-16\|67.70\|5.83\|68.36\|69.36\|65.68\|537532;2026-06-17\|69.71\|2.97\|66.30\|69.73\|65.50\|543769;2026-06-18\|67.75\|-2.81\|68.00\|74.80\|67.40\|472878;2026-06-22\|65.19\|-3.78\|67.99\|68.88\|62.80\|483606;2026-06-23\|62.09\|-4.76\|63.50\|63.79\|59.48\|445718;2026-06-24\|68.30\|10.00\|62.05\|68.30\|62.05\|170880;2026-06-25\|75.13\|10.00\|72.33\|75.13\|71.98\|148834;2026-06-26\|79.49\|5.80\|74.60\|81.01\|73.63\|576974;2026-06-29\|80.43\|1.18\|81.49\|87.30\|76.50\|452075;2026-06-30\|83.00\|3.20\|80.00\|84.88\|77.20\|428479;2026-07-01\|87.50\|5.42\|85.60\|91.30\|84.00\|514658;2026-07-02\|81.27\|-7.12\|79.81\|83.00\|78.75\|406789;2026-07-03\|85.48\|5.18\|81.26\|89.40\|77.93\|429422;2026-07-06\|76.93\|-10.00\|88.00\|88.00\|76.93\|291061;2026-07-07\|69.24\|-10.00\|73.63\|76.00\|69.24\|371710;2026-07-08\|62.32\|-9.99\|69.00\|71.88\|62.32\|376265;2026-07-09\|63.50\|1.89\|62.90\|63.80\|58.29\|402104;2026-07-10\|59.45\|-6.38\|62.94\|67.24\|59.30\|339552
114009	其它归类	电子化学品+顺酐酸酐衍生物+OLED材料行业原因：据央视财经6月15日报道，多家特气生产企业负责人表示，在手订单大幅增加，产线处于高负荷运转状态。六氟化钨供需缺口扩大，推动产品价格进入上行通道。有企业负责人表示，近期氦气需求大幅攀升，一天一个价，目前每日生产量较年初翻倍。公司原因： 1、据2026年6月30日互动易，公司主要从事顺酐酸酐衍生物、功能材料中间体等精细化学品的研发、生产、销售，产品广泛应用于电子元器件封装材料、电气设备绝缘材料、风电领域、复合材料、涂料等多个领域。公司不生产光刻胶，相关中间体研发工作持续开展中，但其收入占公司总体业务收入比重较低。 2、据2025年年度报告，公司被评为国家级制造业单项冠军企业，主要生产OLED相关的功能材料中间体，惠成研究院的“河南省OLED显示材料中间体工程研究中心”已获批。 3、据2026年6月25日投资者关系管理信息，本轮原材料价格上涨主要由国际因素驱动，国际大宗商品价格走高，进而推动产品定价上行。进入5月后，随着市场情绪逐步缓和及供应链修复，原材料价格开始回落。公司整体运营稳健，具备较强的抗周期韧性单一原材料价格的短期波动不会对公司长期经营构成实质性冲击。	OLED功能材料提供商；受国际地缘政治影响，原材料价格上涨，公司3月份顺酐酸酐衍生物产品均价环比1-2月份增长约22%	2026-03-03\|16.80\|-5.25\|17.75\|17.86\|16.70\|113279;2026-03-04\|16.68\|-0.71\|16.69\|17.11\|16.60\|58286;2026-03-05\|17.04\|2.16\|16.99\|17.26\|16.90\|72678;2026-03-06\|18.13\|6.40\|17.09\|18.35\|17.00\|162036;2026-03-09\|18.55\|2.32\|19.16\|19.65\|18.14\|257095;2026-03-10\|18.01\|-2.91\|18.36\|18.68\|17.98\|154449;2026-03-11\|18.48\|2.61\|18.07\|18.60\|18.05\|168697;2026-03-12\|17.96\|-2.81\|18.43\|18.65\|17.87\|117514;2026-03-13\|18.01\|0.28\|17.95\|18.47\|17.87\|116015;2026-03-16\|17.85\|-0.89\|17.93\|18.33\|17.64\|95188;2026-03-17\|17.06\|-4.43\|17.85\|17.97\|17.04\|92391;2026-03-18\|17.21\|0.88\|17.10\|17.24\|16.77\|72622;2026-03-19\|16.78\|-2.50\|17.13\|17.34\|16.63\|81581;2026-03-20\|16.20\|-3.46\|16.80\|16.87\|16.16\|78394;2026-03-23\|15.54\|-4.07\|15.85\|16.30\|15.35\|87042;2026-03-24\|15.70\|1.03\|15.81\|15.90\|15.18\|74944;2026-03-25\|15.88\|1.15\|15.70\|16.10\|15.70\|55230;2026-03-26\|15.77\|-0.69\|15.88\|16.19\|15.64\|41940;2026-03-27\|16.06\|1.84\|15.55\|16.12\|15.51\|42407;2026-03-30\|15.26\|-4.98\|15.69\|15.80\|14.94\|116296;2026-03-31\|14.77\|-3.21\|15.19\|15.33\|14.68\|79589;2026-04-01\|15.02\|1.69\|14.98\|15.09\|14.88\|56635;2026-04-02\|14.78\|-1.60\|15.00\|15.11\|14.61\|51565;2026-04-03\|14.75\|-0.20\|14.90\|14.97\|14.57\|53578;2026-04-07\|15.51\|5.15\|14.79\|15.94\|14.75\|102099;2026-04-08\|16.08\|3.67\|15.72\|16.14\|15.51\|109998;2026-04-09\|16.13\|0.31\|15.97\|16.29\|15.78\|69861;2026-04-10\|16.08\|-0.31\|16.20\|16.37\|16.04\|74699;2026-04-13\|15.76\|-1.99\|16.00\|16.09\|15.64\|66778;2026-04-14\|15.84\|0.51\|15.81\|15.94\|15.65\|48472;2026-04-15\|14.87\|-6.12\|15.61\|15.65\|14.86\|138846;2026-04-16\|15.15\|1.88\|14.92\|15.23\|14.80\|86854;2026-04-17\|14.88\|-1.78\|15.14\|15.16\|14.83\|67792;2026-04-20\|14.80\|-0.54\|14.89\|14.94\|14.71\|63487;2026-04-21\|15.14\|2.30\|14.71\|15.28\|14.71\|106773;2026-04-22\|15.00\|-0.92\|15.08\|15.59\|14.93\|87011;2026-04-23\|14.81\|-1.27\|15.00\|15.17\|14.75\|71812;2026-04-24\|14.99\|1.22\|14.70\|15.06\|14.64\|84234;2026-04-27\|15.29\|2.00\|14.99\|15.47\|14.82\|99056;2026-04-28\|15.28\|-0.07\|15.10\|15.49\|15.07\|70985;2026-04-29\|15.35\|0.46\|15.10\|15.49\|15.05\|72134;2026-04-30\|14.60\|-4.89\|15.30\|15.30\|14.60\|115470;2026-05-06\|14.53\|-0.48\|14.70\|14.82\|14.50\|115318;2026-05-07\|14.70\|1.17\|14.51\|14.92\|14.26\|97524;2026-05-08\|14.74\|0.27\|14.61\|15.13\|14.56\|88162;2026-05-11\|15.06\|2.17\|14.78\|15.16\|14.78\|95672;2026-05-12\|14.72\|-2.26\|15.06\|15.07\|14.65\|60834;2026-05-13\|14.96\|1.63\|14.73\|15.05\|14.62\|68840;2026-05-14\|14.96\|0.00\|14.99\|15.28\|14.83\|94953;2026-05-15\|14.95\|-0.07\|14.98\|15.31\|14.81\|104990;2026-05-18\|15.23\|1.87\|14.90\|15.28\|14.76\|101664;2026-05-19\|15.16\|-0.46\|15.12\|15.41\|15.08\|88268;2026-05-20\|15.32\|1.06\|15.17\|15.50\|14.83\|138688;2026-05-21\|15.03\|-0.60\|15.40\|16.33\|15.03\|186665;2026-05-22\|15.54\|3.39\|15.16\|15.66\|14.77\|162669;2026-05-25\|16.07\|3.41\|15.70\|16.10\|15.60\|182203;2026-05-26\|16.43\|2.24\|15.96\|16.69\|15.73\|216021;2026-05-27\|15.72\|-4.32\|16.32\|16.54\|15.55\|167036;2026-05-28\|16.08\|2.29\|15.67\|16.23\|15.43\|165435;2026-05-29\|14.47\|-10.01\|16.10\|16.15\|14.35\|216159;2026-06-01\|14.60\|0.90\|14.30\|14.83\|14.21\|93377;2026-06-02\|13.95\|-4.45\|14.55\|14.63\|13.60\|126958;2026-06-03\|13.68\|-1.94\|13.93\|14.12\|13.54\|93924;2026-06-04\|13.81\|0.95\|13.61\|14.09\|13.40\|75656;2026-06-05\|13.96\|1.09\|13.70\|14.23\|13.08\|119715;2026-06-08\|13.28\|-4.87\|13.55\|14.02\|13.18\|107641;2026-06-09\|13.98\|5.27\|13.56\|14.10\|13.31\|97418;2026-06-10\|14.19\|1.50\|13.77\|14.30\|13.73\|100150;2026-06-11\|17.03\|20.01\|14.05\|17.03\|13.78\|418142;2026-06-12\|16.95\|-0.47\|17.43\|17.69\|16.77\|505891;2026-06-15\|18.77\|10.74\|16.90\|18.89\|16.54\|504231;2026-06-16\|18.82\|0.27\|18.25\|20.20\|18.21\|468918;2026-06-17\|19.36\|2.87\|18.52\|19.74\|18.51\|319822;2026-06-18\|18.64\|-3.72\|19.27\|19.77\|18.60\|246000;2026-06-22\|18.65\|0.05\|18.52\|18.94\|18.21\|200488;2026-06-23\|18.13\|-2.79\|18.67\|18.84\|18.05\|167432;2026-06-24\|18.90\|4.25\|17.86\|19.36\|17.86\|302599;2026-06-25\|18.37\|-2.80\|19.07\|19.40\|18.13\|216379;2026-06-26\|18.13\|-1.31\|18.05\|18.97\|17.90\|198392;2026-06-29\|18.09\|-0.22\|18.28\|18.75\|17.69\|241699;2026-06-30\|19.02\|5.14\|18.05\|19.10\|17.93\|272444;2026-07-01\|22.82\|19.98\|18.86\|22.82\|18.70\|532427;2026-07-02\|20.48\|-10.25\|21.00\|21.91\|20.24\|500160;2026-07-03\|18.80\|-8.20\|20.50\|20.58\|18.78\|366543;2026-07-06\|18.15\|-3.46\|18.85\|19.31\|17.82\|239031;2026-07-07\|17.54\|-3.36\|17.85\|18.14\|17.32\|177311;2026-07-08\|16.68\|-4.90\|17.45\|17.66\|16.54\|189805;2026-07-09\|16.99\|1.86\|17.06\|17.14\|16.04\|195817;2026-07-10\|16.91\|-0.47\|17.01\|19.19\|16.88\|362039
114008	其它归类	粮食概念+玉米种子+土地流转+甘肃国资行业原因：据新华社，3月5日提请十四届全国人大四次会议审查的“十五五”规划纲要草案提出“十五五”时期主要目标和重大任务，明确粮食综合生产能力达到1.45万亿斤左右。公司原因： 1、据2026年3月3日亚盛集团官微，玉米品种“豫单1851”入选甘肃省2024年农业主导品种，具备高产稳产、耐密宜机收优势，直接受益种业振兴政策。 2、据2025年4月26日公司年报，公司从事农作物种植、加工、流通一体化，主导作物种植面积占比超八成，产品涵盖玉米、牧草、马铃薯、啤酒花等，基地位于河西走廊，机械化水平全国领先。 3、据2025年4月26日公司年报，公司拥有河西走廊等丰富土地资源，持续推进土地流转扩大种植规模。 4、据2025年4月26日公司年报，公司最终控制人为甘肃省国资委，具备甘肃国资背景。	公司表示鱼儿红矿业暂无进展，如有进展公司将及时披露	2026-03-03\|4.81\|10.07\|4.81\|4.81\|4.61\|4690401;2026-03-04\|5.29\|9.98\|4.82\|5.29\|4.45\|3635397;2026-03-05\|5.02\|-5.10\|5.66\|5.66\|4.90\|5576996;2026-03-06\|5.52\|9.96\|4.85\|5.52\|4.71\|4930479;2026-03-09\|5.43\|-1.63\|5.52\|5.95\|5.18\|4461481;2026-03-10\|5.97\|9.94\|5.21\|5.97\|5.20\|4480125;2026-03-11\|6.57\|10.05\|6.15\|6.57\|6.06\|3735226;2026-03-12\|6.96\|5.94\|6.70\|7.17\|6.51\|4496709;2026-03-13\|6.26\|-10.06\|6.82\|6.91\|6.26\|3610443;2026-03-16\|6.16\|-1.60\|6.26\|6.79\|6.10\|3753849;2026-03-17\|5.76\|-6.49\|6.24\|6.39\|5.72\|3163669;2026-03-18\|5.61\|-2.60\|5.72\|5.78\|5.42\|2632101;2026-03-19\|5.29\|-5.70\|5.61\|5.66\|5.24\|1916150;2026-03-20\|5.08\|-3.97\|5.31\|5.34\|5.04\|1502868;2026-03-23\|4.75\|-6.50\|4.99\|5.07\|4.68\|1483436;2026-03-24\|4.87\|2.53\|4.84\|4.92\|4.72\|1293322;2026-03-25\|5.01\|2.87\|4.96\|5.21\|4.85\|1956399;2026-03-26\|4.80\|-4.19\|4.99\|5.00\|4.75\|1289892;2026-03-27\|4.85\|1.04\|4.74\|4.95\|4.63\|1296755;2026-03-30\|4.90\|1.03\|4.85\|5.02\|4.80\|1824131;2026-03-31\|4.55\|-7.14\|4.95\|4.95\|4.50\|2074254;2026-04-01\|4.64\|1.98\|4.67\|4.69\|4.50\|1222751;2026-04-02\|4.55\|-1.94\|4.69\|4.70\|4.51\|800715;2026-04-03\|4.32\|-5.05\|4.58\|4.58\|4.28\|1001243;2026-04-07\|4.45\|3.01\|4.33\|4.50\|4.26\|1074753;2026-04-08\|4.53\|1.80\|4.50\|4.55\|4.43\|910865;2026-04-09\|4.48\|-1.10\|4.50\|4.57\|4.45\|643311;2026-04-10\|4.44\|-0.89\|4.52\|4.55\|4.43\|601846;2026-04-13\|4.51\|1.58\|4.47\|4.56\|4.44\|894751;2026-04-14\|4.50\|-0.22\|4.54\|4.64\|4.43\|684566;2026-04-15\|4.41\|-2.00\|4.51\|4.54\|4.39\|678933;2026-04-16\|4.56\|3.40\|4.43\|4.57\|4.35\|979594;2026-04-17\|4.52\|-0.88\|4.55\|4.59\|4.47\|673854;2026-04-20\|4.59\|1.55\|4.52\|4.60\|4.43\|850723;2026-04-21\|4.56\|-0.65\|4.58\|4.67\|4.45\|1382763;2026-04-22\|4.39\|-3.73\|4.55\|4.61\|4.35\|1255283;2026-04-23\|4.32\|-1.59\|4.36\|4.42\|4.22\|905434;2026-04-24\|4.27\|-1.16\|4.29\|4.37\|4.23\|656532;2026-04-27\|4.23\|-0.94\|4.23\|4.25\|4.17\|618410;2026-04-28\|4.18\|-1.18\|4.24\|4.25\|4.14\|670288;2026-04-29\|4.30\|2.87\|4.15\|4.32\|4.14\|694890;2026-04-30\|4.34\|0.93\|4.29\|4.38\|4.27\|610963;2026-05-06\|4.38\|0.92\|4.40\|4.43\|4.33\|609239;2026-05-07\|4.36\|-0.46\|4.38\|4.42\|4.29\|715428;2026-05-08\|4.42\|1.38\|4.35\|4.49\|4.33\|709627;2026-05-11\|4.39\|-0.68\|4.43\|4.49\|4.38\|614745;2026-05-12\|4.20\|-4.33\|4.40\|4.40\|4.15\|792402;2026-05-13\|4.26\|1.43\|4.20\|4.31\|4.17\|728700;2026-05-14\|4.11\|-3.52\|4.26\|4.26\|4.09\|629081;2026-05-15\|3.96\|-3.65\|4.08\|4.10\|3.92\|722226;2026-05-18\|3.94\|-0.51\|3.96\|4.01\|3.90\|549535;2026-05-19\|3.91\|-0.76\|3.95\|3.97\|3.84\|522325;2026-05-20\|3.83\|-2.05\|3.88\|3.90\|3.76\|504363;2026-05-21\|3.64\|-4.96\|3.83\|3.86\|3.62\|668693;2026-05-22\|3.69\|1.37\|3.69\|3.71\|3.61\|672526;2026-05-25\|3.61\|-2.17\|3.69\|3.71\|3.59\|543627;2026-05-26\|3.58\|-0.83\|3.62\|3.63\|3.48\|766851;2026-05-27\|3.49\|-2.51\|3.57\|3.59\|3.46\|573132;2026-05-28\|3.54\|1.43\|3.49\|3.61\|3.46\|584152;2026-05-29\|3.47\|-1.98\|3.53\|3.58\|3.44\|625194;2026-06-01\|3.54\|2.02\|3.46\|3.56\|3.44\|625266;2026-06-02\|3.43\|-3.11\|3.53\|3.54\|3.40\|609563;2026-06-03\|3.44\|0.29\|3.44\|3.49\|3.40\|520164;2026-06-04\|3.41\|-0.87\|3.41\|3.48\|3.36\|584856;2026-06-05\|3.38\|-0.88\|3.40\|3.46\|3.36\|522275;2026-06-08\|3.29\|-2.66\|3.30\|3.47\|3.26\|731231;2026-06-09\|3.28\|-0.30\|3.33\|3.34\|3.22\|522359;2026-06-10\|3.29\|0.30\|3.26\|3.39\|3.25\|727443;2026-06-11\|3.62\|10.03\|3.28\|3.62\|3.26\|771684;2026-06-12\|3.59\|-0.83\|3.76\|3.79\|3.44\|3098589;2026-06-15\|3.68\|2.51\|3.57\|3.73\|3.51\|2559689;2026-06-16\|3.65\|-0.82\|3.63\|3.73\|3.60\|1474679;2026-06-17\|3.43\|-6.03\|3.62\|3.63\|3.41\|1293716;2026-06-18\|3.61\|5.25\|3.43\|3.77\|3.30\|2549633;2026-06-22\|3.87\|7.20\|3.64\|3.97\|3.61\|3197494;2026-06-23\|3.69\|-4.65\|3.85\|3.95\|3.67\|2061320;2026-06-24\|3.48\|-5.69\|3.65\|3.69\|3.42\|1416902;2026-06-25\|3.28\|-5.75\|3.43\|3.50\|3.26\|1323117;2026-06-26\|3.15\|-3.96\|3.28\|3.35\|3.13\|1078994;2026-06-29\|3.07\|-2.54\|3.11\|3.15\|2.98\|858052;2026-06-30\|2.96\|-3.58\|3.05\|3.05\|2.92\|840021;2026-07-01\|3.14\|6.08\|2.96\|3.24\|2.94\|1306202;2026-07-02\|3.13\|-0.32\|3.11\|3.28\|3.10\|1183816;2026-07-03\|3.12\|-0.32\|3.12\|3.22\|3.09\|881212;2026-07-06\|3.04\|-2.56\|3.11\|3.19\|3.02\|746110;2026-07-07\|2.90\|-4.61\|3.04\|3.04\|2.89\|722910;2026-07-08\|2.86\|-1.38\|2.90\|2.91\|2.80\|692594;2026-07-09\|2.88\|0.70\|2.85\|2.90\|2.79\|680093;2026-07-10\|2.92\|1.39\|2.86\|2.99\|2.83\|737603
114007	其它归类	重组进展+体外诊断+广州国资 1、据2026年6月2日及6月4日互动易，公司收购先声祥瑞项目已完成以2025年12月31日为基准日的加期审计、评估及更新工作，目前正组织中介机构推进交易方案调整及相关方的内部决策程序。 2、据2025年年度报告，公司主营体外诊断试剂、诊断仪器及生物化学原料，生化诊断试剂是国内临床生化检测试剂领军品牌之一。 3、据2026年6月8日公告及4月3日投资者关系活动记录表，公司新设子公司亘瑞科技引入广药资本等战略资源，实控人为广州经济技术开发区管理委员会。	公司拟收购先声祥瑞不超70%股份，标的是一家主要从事体内诊断试剂及人用疫苗的企业，主要产品为结核菌素纯蛋白衍生物，卡介菌纯蛋白衍生物，结核分枝杆菌特异性细胞免疫反应检测试剂盒，主要应用于结核筛查、诊断、治疗及创新疫苗领域。	2026-03-03\|6.61\|-3.64\|6.85\|6.89\|6.60\|81045;2026-03-04\|6.60\|-0.15\|6.57\|6.62\|6.49\|49671;2026-03-05\|6.72\|1.82\|6.67\|6.81\|6.66\|55562;2026-03-06\|6.88\|2.38\|6.71\|6.88\|6.66\|57025;2026-03-09\|6.87\|-0.15\|6.81\|6.89\|6.73\|50996;2026-03-10\|6.97\|1.46\|6.90\|6.97\|6.88\|52643;2026-03-11\|6.88\|-1.29\|6.95\|6.97\|6.87\|49571;2026-03-12\|6.81\|-1.02\|6.88\|6.93\|6.81\|46017;2026-03-13\|6.85\|0.59\|6.82\|6.91\|6.78\|56979;2026-03-16\|6.87\|0.29\|6.83\|6.90\|6.79\|46242;2026-03-17\|6.81\|-0.87\|6.89\|6.96\|6.79\|48512;2026-03-18\|6.92\|1.62\|6.84\|6.92\|6.78\|41258;2026-03-19\|6.71\|-3.03\|6.88\|6.91\|6.70\|56645;2026-03-20\|6.50\|-3.13\|6.74\|6.79\|6.49\|57612;2026-03-23\|6.09\|-6.31\|6.39\|6.42\|6.05\|92202;2026-03-24\|6.43\|5.58\|6.21\|6.44\|6.16\|90163;2026-03-25\|6.50\|1.09\|6.48\|6.54\|6.43\|50368;2026-03-26\|6.42\|-1.23\|6.52\|6.61\|6.40\|52314;2026-03-27\|6.67\|3.89\|6.35\|6.69\|6.33\|76289;2026-03-30\|6.78\|1.65\|6.61\|6.78\|6.55\|70908;2026-03-31\|6.72\|-0.89\|6.76\|6.90\|6.69\|84112;2026-04-01\|6.81\|1.34\|6.77\|6.83\|6.64\|77593;2026-04-02\|6.78\|-0.44\|6.82\|6.89\|6.74\|66995;2026-04-03\|6.59\|-2.80\|6.78\|6.80\|6.57\|71802;2026-04-07\|6.70\|1.67\|6.58\|6.74\|6.45\|64387;2026-04-08\|6.79\|1.34\|6.80\|6.85\|6.73\|69432;2026-04-09\|6.58\|-3.09\|6.78\|6.81\|6.57\|70420;2026-04-10\|6.64\|0.91\|6.60\|6.75\|6.57\|57162;2026-04-13\|6.69\|0.75\|6.70\|6.74\|6.57\|64862;2026-04-14\|6.65\|-0.60\|6.71\|6.74\|6.56\|61771;2026-04-15\|6.72\|1.05\|6.71\|6.78\|6.66\|71581;2026-04-16\|6.68\|-0.60\|6.71\|6.72\|6.60\|53714;2026-04-17\|6.65\|-0.45\|6.68\|6.71\|6.55\|70431;2026-04-20\|6.74\|1.35\|6.65\|6.79\|6.61\|65185;2026-04-21\|6.64\|-1.48\|6.73\|6.81\|6.58\|72199;2026-04-22\|6.77\|1.96\|6.66\|6.78\|6.59\|67709;2026-04-23\|6.67\|-1.48\|6.77\|6.79\|6.61\|66605;2026-04-24\|6.76\|1.35\|6.68\|6.83\|6.63\|96689;2026-04-27\|6.84\|1.18\|6.75\|6.86\|6.44\|131445;2026-04-28\|6.51\|-4.82\|6.77\|6.79\|6.46\|122581;2026-04-29\|6.76\|3.84\|6.46\|6.81\|6.44\|115188;2026-04-30\|6.71\|-0.74\|6.79\|6.81\|6.65\|50658;2026-05-06\|6.70\|-0.15\|6.72\|6.76\|6.66\|63370;2026-05-07\|6.65\|-0.75\|6.67\|6.71\|6.61\|60372;2026-05-08\|6.75\|1.50\|6.67\|6.75\|6.60\|67292;2026-05-11\|7.00\|3.70\|6.76\|7.04\|6.71\|143245;2026-05-12\|6.71\|-4.14\|6.96\|6.97\|6.67\|126385;2026-05-13\|6.61\|-1.49\|6.70\|6.73\|6.56\|77444;2026-05-14\|6.47\|-2.12\|6.60\|6.62\|6.46\|74723;2026-05-15\|6.37\|-1.55\|6.48\|6.51\|6.35\|66554;2026-05-18\|6.49\|1.88\|6.38\|6.59\|6.31\|59938;2026-05-19\|6.50\|0.15\|6.56\|6.56\|6.39\|53334;2026-05-20\|6.37\|-2.00\|6.42\|6.49\|6.30\|46637;2026-05-21\|6.12\|-3.92\|6.38\|6.40\|6.11\|54865;2026-05-22\|6.23\|1.80\|6.18\|6.25\|6.08\|41930;2026-05-25\|6.36\|2.09\|6.23\|6.50\|6.23\|56353;2026-05-26\|6.15\|-3.30\|6.36\|6.36\|6.11\|54882;2026-05-27\|6.04\|-1.79\|6.15\|6.20\|6.01\|42810;2026-05-28\|6.03\|-0.17\|6.04\|6.09\|5.88\|55960;2026-05-29\|5.94\|-1.49\|6.00\|6.07\|5.93\|43891;2026-06-01\|6.13\|3.20\|5.97\|6.28\|5.80\|71450;2026-06-02\|5.98\|-2.45\|6.12\|6.14\|5.92\|55374;2026-06-03\|5.79\|-3.18\|5.93\|5.95\|5.76\|57786;2026-06-04\|5.70\|-1.55\|5.83\|5.84\|5.65\|45565;2026-06-05\|5.73\|0.53\|5.70\|5.77\|5.62\|59618;2026-06-08\|5.61\|-2.09\|5.47\|5.75\|5.31\|72181;2026-06-09\|5.58\|-0.53\|5.61\|5.66\|5.48\|37719;2026-06-10\|5.52\|-1.08\|5.50\|5.59\|5.43\|42605;2026-06-11\|6.62\|19.93\|5.51\|6.62\|5.51\|319534;2026-06-12\|6.20\|-6.34\|6.53\|6.74\|6.18\|326389;2026-06-15\|6.22\|0.32\|6.59\|6.64\|6.15\|202606;2026-06-16\|6.13\|-1.45\|6.18\|6.18\|6.01\|143811;2026-06-17\|5.86\|-4.40\|6.10\|6.13\|5.82\|123838;2026-06-18\|5.87\|0.17\|5.78\|5.88\|5.66\|95434;2026-06-22\|5.71\|-2.73\|5.78\|5.82\|5.51\|114223;2026-06-23\|5.88\|2.98\|5.71\|6.10\|5.67\|153054;2026-06-24\|5.62\|-4.42\|5.85\|5.95\|5.55\|117605;2026-06-25\|5.67\|0.89\|5.62\|5.75\|5.42\|110668;2026-06-26\|5.45\|-3.88\|5.56\|5.60\|5.42\|70506;2026-06-29\|5.76\|5.69\|5.45\|5.89\|5.28\|123494;2026-06-30\|5.55\|-3.65\|5.75\|5.75\|5.45\|103695;2026-07-01\|5.77\|3.96\|5.56\|5.82\|5.45\|132978;2026-07-02\|5.78\|0.17\|5.77\|5.89\|5.69\|99317;2026-07-03\|5.83\|0.87\|5.81\|5.90\|5.72\|75087;2026-07-06\|5.76\|-1.20\|5.76\|5.89\|5.72\|78362;2026-07-07\|5.54\|-3.82\|5.71\|5.73\|5.51\|65914;2026-07-08\|5.39\|-2.71\|5.54\|5.55\|5.38\|50508;2026-07-09\|5.30\|-1.67\|5.38\|5.51\|5.19\|75556;2026-07-10\|5.54\|4.53\|5.25\|5.61\|5.21\|112838
114006	其它归类	氧化锆替代+口腔种植医保+外销龙头行业原因：锆概念股开盘走强。爱迪特6月17日在互动平台表示，公司已经收到日本东曹关于氧化锆粉体暂停供应的通知。公司原因： 1、据2026年6月17日互动易，公司已收到日本东曹关于氧化锆粉体暂停供应的通知，并已提前布局粉体替代方案且全面落地，新材料可替代原进口粉体，全线新品通过客户严苛验证，多家核心大客户已完成切换并签订长期订单。 2、据2026年6月17日互动易，国家医保局拟将口腔种植纳入首批全国统一医保项目目录，预计2026年10月至11月间印发；公司旗下沃兰种植体已入选国内口腔种植体系统集中带量采购名单，是中国首批进入医保限价支付目录的种植体品牌。 3、公司是国内较大的义齿用氧化锆瓷块生产企业，主营业务为口腔修复材料及口腔数字化设备，2025年境外营收占比达66.31%。	公司是国内口腔氧化锆修复材料龙头，3D打印是公司重点布局的新兴战略业务，业务聚焦口腔领域，在复合材料上取得突破	2026-03-03\|85.40\|-6.77\|92.41\|92.41\|84.50\|102275;2026-03-04\|82.30\|-3.63\|85.34\|87.00\|81.21\|94466;2026-03-05\|83.05\|0.91\|84.00\|84.88\|80.45\|69948;2026-03-06\|81.91\|-1.37\|82.88\|83.89\|80.66\|53019;2026-03-09\|79.20\|-3.31\|80.97\|82.70\|74.79\|77718;2026-03-10\|86.03\|8.62\|80.50\|86.60\|80.37\|74661;2026-03-11\|88.00\|2.29\|89.35\|92.50\|87.10\|71440;2026-03-12\|89.80\|2.05\|86.49\|92.70\|86.49\|63814;2026-03-13\|86.28\|-3.92\|90.25\|94.40\|85.80\|70951;2026-03-16\|80.47\|-6.73\|86.93\|88.99\|77.60\|84328;2026-03-17\|72.88\|-9.43\|79.67\|80.87\|72.81\|71584;2026-03-18\|75.51\|3.61\|74.00\|76.76\|74.00\|43516;2026-03-19\|72.11\|-4.50\|75.51\|75.86\|71.73\|51046;2026-03-20\|72.26\|0.21\|73.51\|76.54\|72.11\|49472;2026-03-23\|67.16\|-7.06\|69.24\|71.50\|66.61\|50629;2026-03-24\|72.11\|7.37\|68.70\|72.29\|66.83\|76484;2026-03-25\|71.20\|-1.26\|73.61\|77.68\|70.81\|72101;2026-03-26\|68.30\|-4.07\|71.21\|71.57\|66.68\|50471;2026-03-27\|71.62\|4.86\|67.01\|72.80\|67.01\|51086;2026-03-30\|70.70\|-1.28\|70.35\|71.62\|69.40\|35008;2026-03-31\|70.00\|-0.99\|71.26\|73.60\|69.83\|40000;2026-04-01\|70.74\|1.06\|71.70\|72.01\|69.61\|31147;2026-04-02\|69.74\|-1.41\|70.38\|72.50\|69.36\|29597;2026-04-03\|69.27\|-0.67\|69.51\|71.48\|69.04\|28149;2026-04-07\|69.96\|1.00\|69.50\|71.45\|69.05\|20353;2026-04-08\|73.88\|5.60\|72.00\|74.98\|71.35\|39792;2026-04-09\|71.80\|-2.82\|72.55\|73.54\|70.68\|52954;2026-04-10\|72.48\|0.95\|72.13\|74.68\|70.80\|41057;2026-04-13\|71.13\|-1.86\|72.01\|72.80\|69.73\|38555;2026-04-14\|71.65\|0.73\|72.15\|72.56\|70.61\|27841;2026-04-15\|69.19\|-3.43\|72.37\|74.16\|69.05\|46544;2026-04-16\|76.34\|10.33\|69.00\|79.60\|68.11\|93891;2026-04-17\|78.77\|3.18\|74.77\|80.50\|72.21\|90014;2026-04-20\|77.90\|-1.10\|79.30\|79.77\|76.23\|53967;2026-04-21\|76.26\|-2.11\|77.46\|78.50\|75.27\|51709;2026-04-22\|79.20\|3.86\|75.93\|79.48\|74.46\|53404;2026-04-23\|78.03\|-1.48\|79.00\|80.45\|74.88\|55153;2026-04-24\|74.60\|-4.40\|77.36\|77.99\|73.30\|42191;2026-04-27\|73.16\|-1.93\|73.80\|75.98\|72.92\|36692;2026-04-28\|71.01\|-2.94\|72.90\|73.35\|68.17\|44024;2026-04-29\|74.25\|4.56\|73.00\|76.48\|71.11\|52618;2026-04-30\|72.19\|-2.77\|74.00\|75.98\|71.73\|48429;2026-05-06\|76.40\|5.83\|72.50\|77.10\|72.35\|50867;2026-05-07\|78.37\|2.58\|76.90\|80.10\|74.80\|50155;2026-05-08\|78.71\|0.43\|78.30\|81.50\|78.00\|45600;2026-05-11\|76.95\|-2.24\|79.00\|79.80\|76.69\|44758;2026-05-12\|76.49\|-0.60\|77.00\|77.40\|74.50\|42067;2026-05-13\|75.63\|-1.12\|75.74\|79.69\|75.38\|40069;2026-05-14\|72.93\|-3.57\|75.85\|76.86\|72.33\|42533;2026-05-15\|63.31\|-13.19\|72.74\|73.14\|62.10\|107015;2026-05-18\|62.94\|-0.58\|62.66\|63.63\|61.87\|60385;2026-05-19\|63.28\|0.54\|62.97\|63.89\|60.41\|46759;2026-05-20\|62.98\|-0.47\|62.74\|63.63\|61.29\|24198;2026-05-21\|61.42\|-2.48\|63.10\|65.67\|61.41\|32227;2026-05-22\|63.50\|3.39\|61.59\|64.10\|61.24\|30371;2026-05-25\|61.36\|-3.37\|63.99\|64.36\|60.90\|29723;2026-05-26\|60.42\|-1.53\|61.19\|61.73\|59.85\|26486;2026-05-27\|59.52\|-1.49\|60.85\|60.95\|58.63\|23875;2026-05-28\|60.30\|1.31\|59.00\|60.99\|59.00\|22133;2026-05-29\|58.07\|-3.70\|60.00\|61.01\|57.99\|25449;2026-06-01\|56.30\|-3.05\|58.49\|58.49\|55.90\|46195;2026-06-02\|55.77\|-0.94\|56.08\|57.14\|54.85\|38620;2026-06-03\|56.30\|0.95\|55.79\|57.72\|55.68\|25046;2026-06-04\|55.69\|-1.08\|55.83\|56.22\|55.05\|19254;2026-06-05\|55.47\|-0.40\|55.69\|56.10\|54.40\|23328;2026-06-08\|52.43\|-5.48\|54.00\|54.75\|51.41\|31355;2026-06-09\|53.76\|2.54\|53.12\|54.00\|52.85\|26555;2026-06-10\|37.65\|-1.10\|38.00\|38.38\|36.93\|28909;2026-06-11\|45.18\|20.00\|45.18\|45.18\|45.18\|57045;2026-06-12\|46.28\|2.43\|51.17\|52.70\|43.21\|262330;2026-06-15\|43.45\|-6.12\|47.82\|47.88\|42.87\|199905;2026-06-16\|46.78\|7.66\|42.43\|47.99\|41.70\|175665;2026-06-17\|52.64\|12.53\|47.01\|53.24\|46.57\|174580;2026-06-18\|63.17\|20.00\|63.17\|63.17\|63.17\|34808;2026-06-22\|75.80\|19.99\|75.80\|75.80\|74.80\|97792;2026-06-23\|84.01\|10.83\|85.55\|87.98\|79.70\|325561;2026-06-24\|80.68\|-3.96\|83.69\|83.69\|76.33\|166783;2026-06-25\|72.50\|-10.14\|80.50\|81.36\|69.81\|200193;2026-06-26\|66.55\|-8.21\|71.43\|72.42\|64.46\|156552;2026-06-29\|69.65\|4.66\|67.00\|69.93\|65.39\|140057;2026-06-30\|64.33\|-7.64\|68.06\|68.21\|60.29\|155747;2026-07-01\|61.74\|-4.03\|64.50\|65.58\|61.00\|117899;2026-07-02\|61.65\|-0.15\|60.00\|64.49\|58.96\|95848;2026-07-03\|59.96\|-2.74\|62.75\|63.90\|59.90\|81826;2026-07-06\|60.29\|0.55\|60.11\|63.16\|60.11\|85431;2026-07-07\|59.64\|-1.08\|60.80\|63.00\|57.02\|101048;2026-07-08\|54.35\|-8.87\|59.00\|59.32\|54.33\|122264;2026-07-09\|56.08\|3.18\|54.98\|56.29\|53.94\|77703;2026-07-10\|53.90\|-3.89\|55.33\|57.66\|53.79\|79344
114005	其它归类	油气装备+中东订单+扭亏+国资背景公司原因： 1、据2026年1月15日互动易，公司产品广泛用于石油、天然气、页岩气、煤层气、氢能源、石油炼化、工程机械制造、油田服务等领域，客户群体覆盖中石油、中石化、中海油以及延长石油集团四大国内石油集团以及全球50多个国家的油气田。2025年11月，公司参加了阿布扎比国际石油展，期间在中东国家成功签订产品订单4万余吨。 2、据2026年1月29日公告，公司预计2025年度净利润400万元–600万元，同比扭亏为盈，主因海外营收增约50%、毛利率提升及非经常性损益约3000万元。 3、据2025年12月16日公告，公司拟投资不超1.7亿元建设“高端石油专用管智能加工线项目”，提升管线加工能力。 4、公司控股股东为寿光市墨龙控股有限公司，实际控制人为寿光市国有资产监督管理局。	公司产品主要有石油钻采机械装备、石油天然气输送装备、油气开采装备等，中海油是公司油田类产品国内销售市场中主要客户之一	2026-03-03\|10.65\|10.02\|10.65\|10.65\|10.65\|42131;2026-03-04\|11.72\|10.05\|11.72\|11.72\|11.26\|941992;2026-03-05\|12.70\|8.36\|11.89\|12.89\|11.89\|1116230;2026-03-06\|13.20\|3.94\|12.81\|13.65\|12.45\|2076427;2026-03-09\|13.24\|0.30\|14.52\|14.52\|13.13\|1961600;2026-03-10\|11.92\|-9.97\|11.92\|12.48\|11.92\|1192825;2026-03-11\|12.01\|0.76\|10.99\|12.54\|10.99\|1731752;2026-03-12\|11.72\|-2.41\|12.13\|12.55\|11.52\|1434883;2026-03-13\|11.20\|-4.44\|11.90\|12.04\|10.94\|1148515;2026-03-16\|11.33\|1.16\|11.04\|11.88\|11.04\|983748;2026-03-17\|11.83\|4.41\|11.18\|12.05\|10.93\|1327006;2026-03-18\|11.01\|-6.93\|11.00\|11.22\|10.65\|1048366;2026-03-19\|11.64\|5.72\|12.01\|12.10\|11.28\|1376108;2026-03-20\|10.60\|-8.93\|10.50\|10.89\|10.50\|950546;2026-03-23\|10.74\|1.32\|10.40\|11.00\|9.91\|937461;2026-03-24\|10.25\|-4.56\|10.10\|10.37\|9.89\|827886;2026-03-25\|9.97\|-2.73\|9.60\|10.19\|9.50\|871229;2026-03-26\|9.94\|-0.30\|10.02\|10.33\|9.76\|834979;2026-03-27\|10.09\|1.51\|9.80\|10.12\|9.64\|717322;2026-03-30\|9.82\|-2.68\|10.25\|10.42\|9.68\|691032;2026-03-31\|9.53\|-2.95\|9.79\|9.97\|9.52\|628040;2026-04-01\|9.45\|-0.84\|9.54\|9.67\|9.40\|538948;2026-04-02\|9.96\|5.40\|9.65\|10.28\|9.62\|1078313;2026-04-03\|9.48\|-4.82\|9.82\|10.00\|9.35\|665476;2026-04-07\|9.85\|3.90\|9.34\|9.88\|9.00\|702634;2026-04-08\|9.17\|-6.90\|8.87\|9.32\|8.87\|838053;2026-04-09\|9.45\|3.05\|9.45\|9.59\|9.17\|785051;2026-04-10\|9.22\|-2.43\|9.37\|9.40\|9.13\|518961;2026-04-13\|9.72\|5.42\|9.42\|9.78\|9.12\|890013;2026-04-14\|9.27\|-4.63\|9.45\|9.57\|9.17\|763355;2026-04-15\|8.86\|-4.42\|9.00\|9.04\|8.81\|531093;2026-04-16\|8.80\|-0.68\|8.69\|8.81\|8.55\|377136;2026-04-17\|8.69\|-1.25\|8.85\|8.87\|8.62\|322926;2026-04-20\|8.88\|2.19\|8.78\|8.93\|8.69\|456591;2026-04-21\|9.05\|1.91\|8.88\|9.05\|8.67\|472934;2026-04-22\|8.88\|-1.88\|8.99\|9.06\|8.77\|373275;2026-04-23\|9.77\|10.02\|8.99\|9.77\|8.83\|856564;2026-04-24\|10.27\|5.12\|9.90\|10.58\|9.81\|1398349;2026-04-27\|10.50\|2.24\|10.03\|10.57\|9.85\|1000182;2026-04-28\|10.22\|-2.67\|10.30\|10.88\|9.92\|990675;2026-04-29\|9.96\|-2.54\|10.10\|10.20\|9.82\|653675;2026-04-30\|10.06\|1.00\|10.20\|10.36\|9.81\|719450;2026-05-06\|10.01\|-0.50\|9.50\|10.22\|9.36\|717114;2026-05-07\|9.72\|-2.90\|9.99\|10.05\|9.60\|669778;2026-05-08\|10.18\|4.73\|10.02\|10.38\|9.96\|961996;2026-05-11\|10.12\|-0.59\|10.29\|10.58\|10.06\|753906;2026-05-12\|9.75\|-3.66\|10.05\|10.12\|9.71\|466073;2026-05-13\|9.61\|-1.44\|9.76\|10.10\|9.55\|562565;2026-05-14\|9.16\|-4.68\|9.48\|9.49\|9.16\|422459;2026-05-15\|9.09\|-0.76\|9.15\|9.33\|8.99\|427135;2026-05-18\|9.32\|2.53\|9.24\|9.50\|9.02\|523367;2026-05-19\|8.92\|-4.29\|9.07\|9.15\|8.75\|479849;2026-05-20\|8.92\|0.00\|8.85\|9.04\|8.77\|320880;2026-05-21\|8.28\|-7.17\|8.83\|8.83\|8.26\|480105;2026-05-22\|8.36\|0.97\|8.24\|8.38\|8.18\|241527;2026-05-25\|8.08\|-3.35\|8.23\|8.28\|8.00\|287676;2026-05-26\|8.00\|-0.99\|8.01\|8.08\|7.76\|293353;2026-05-27\|7.73\|-3.38\|7.92\|7.96\|7.64\|235826;2026-05-28\|7.98\|3.23\|7.72\|8.08\|7.72\|280094;2026-05-29\|7.79\|-2.38\|7.91\|7.93\|7.70\|215470;2026-06-01\|7.97\|2.31\|7.80\|7.99\|7.77\|202337;2026-06-02\|7.81\|-2.01\|8.19\|8.24\|7.77\|289859;2026-06-03\|8.38\|7.30\|7.82\|8.59\|7.74\|607204;2026-06-04\|7.75\|-7.52\|7.99\|8.05\|7.67\|484327;2026-06-05\|7.48\|-3.48\|7.61\|7.63\|7.34\|345568;2026-06-08\|8.23\|10.03\|7.55\|8.23\|7.55\|318005;2026-06-09\|7.66\|-6.93\|8.12\|8.14\|7.60\|588474;2026-06-10\|7.78\|1.57\|7.86\|8.10\|7.76\|583419;2026-06-11\|8.56\|10.03\|8.31\|8.56\|8.31\|1062101;2026-06-12\|8.84\|3.27\|8.03\|9.23\|8.03\|1169442;2026-06-15\|8.22\|-7.01\|8.30\|8.47\|8.10\|836158;2026-06-16\|7.84\|-4.62\|8.05\|8.07\|7.70\|554249;2026-06-17\|7.42\|-5.36\|7.71\|7.76\|7.41\|461798;2026-06-18\|7.03\|-5.26\|7.28\|7.29\|6.96\|412986;2026-06-22\|7.11\|1.14\|7.09\|7.18\|7.01\|327943;2026-06-23\|6.97\|-1.97\|7.01\|7.09\|6.88\|281219;2026-06-24\|6.54\|-6.17\|6.88\|6.89\|6.45\|313143;2026-06-25\|6.35\|-2.91\|6.47\|6.48\|6.28\|250504;2026-06-26\|6.32\|-0.47\|6.45\|6.55\|6.30\|253403;2026-06-29\|6.46\|2.22\|6.45\|6.67\|6.40\|274475;2026-06-30\|6.39\|-1.08\|6.40\|6.44\|6.22\|228107;2026-07-01\|6.46\|1.10\|6.38\|6.52\|6.29\|222459;2026-07-02\|6.51\|0.77\|6.36\|6.59\|6.33\|218760;2026-07-03\|6.66\|2.30\|6.47\|6.71\|6.44\|243906;2026-07-06\|6.40\|-3.90\|6.62\|6.64\|6.36\|206051;2026-07-07\|6.34\|-0.94\|6.40\|6.45\|6.23\|179235;2026-07-08\|6.97\|9.94\|6.66\|6.97\|6.55\|517207;2026-07-09\|7.67\|10.04\|7.36\|7.67\|7.16\|914657;2026-07-10\|7.68\|0.13\|7.31\|7.88\|7.31\|1028270
114004		环氧丙烷+硬泡聚醚+异丙醇胺行业原因：据中银证券1月18日研报，1.12-1.18环氧丙烷价格上涨。根据百川盈孚，截至1月18日，国内环氧丙烷市场均价为8,620元/吨，较上周上涨8.84%，较去年同期上涨9.88%。库存方面，根据百川盈孚，本周环氧丙烷库存持续紧张，截至1月18日，工厂库存为2.75万吨，较上周下降3.85%，较去年同期减少10.71%。需求方面，受政策窗口期和产能扩张影响，下游需求较强。公司原因： 1、据2025年11月20日互动易，公司环氧丙烷装置目前处于技改阶段，尚未正式投产。硬泡组合聚醚、异丙醇胺等产品定价会跟随环氧丙烷价格波动而有所浮动。据2026年1月14日互动易，项目在为试生产做积极准备，进展较前预期好。 2、据2025年12月26日互动易，公司异丙醇胺系列产品目前设计总产能规模为9万吨，异丙醇胺应用领域较广泛，主要应用合成表面活性剂、高端电子领域清洗剂、工业与民用清洗剂、石油天然气炼制中的脱硫剂、农药中间体、丙二胺、金属切削、涂料、水泥外加剂、新能源等领域。 3、据2025年4月23日年度报告及2025年9月29日互动易，公司主营硬泡组合聚醚和异丙醇胺，硬泡聚醚供应三星、LG等全球冰箱龙头，2024年两类主产品销量创历史新高，合计同比增长12%。	公司主要从事环氧丙烷衍生品，一异丙醇胺可用于电子化学品之光刻胶清洗剂，也是近年来公司在国内市场重点拓展的应用领域之一	2026-03-03\|11.13\|-10.02\|12.34\|12.37\|11.13\|1361440;2026-03-04\|11.27\|1.26\|10.85\|11.59\|10.84\|985633;2026-03-05\|11.10\|-1.51\|11.58\|11.60\|10.98\|701688;2026-03-06\|12.21\|10.00\|11.03\|12.21\|10.96\|837476;2026-03-09\|11.84\|-3.03\|12.29\|12.59\|11.52\|1693120;2026-03-10\|11.68\|-1.35\|11.66\|11.84\|11.52\|982122;2026-03-11\|11.93\|2.14\|11.97\|12.10\|11.56\|1817809;2026-03-12\|11.60\|-2.77\|11.94\|12.40\|11.51\|1843200;2026-03-13\|12.76\|10.00\|11.60\|12.76\|11.51\|1912003;2026-03-16\|12.09\|-5.25\|12.52\|13.35\|11.95\|2743522;2026-03-17\|12.79\|5.79\|11.94\|13.19\|11.90\|2583762;2026-03-18\|11.87\|-7.19\|12.38\|12.39\|11.55\|2032322;2026-03-19\|11.12\|-6.32\|11.98\|12.14\|11.09\|1356641;2026-03-20\|10.01\|-9.98\|10.65\|10.77\|10.01\|1318428;2026-03-23\|9.95\|-0.60\|9.50\|10.27\|9.42\|973060;2026-03-24\|10.08\|1.31\|9.90\|10.30\|9.32\|1200788;2026-03-25\|10.33\|2.48\|9.89\|10.40\|9.83\|1184149;2026-03-26\|9.98\|-3.39\|10.33\|10.58\|9.94\|1008131;2026-03-27\|10.14\|1.60\|9.96\|10.36\|9.85\|992969;2026-03-30\|10.07\|-0.69\|10.02\|10.34\|9.88\|813812;2026-03-31\|9.81\|-2.58\|10.05\|10.22\|9.80\|743190;2026-04-01\|9.92\|1.12\|9.93\|10.05\|9.82\|543585;2026-04-02\|9.61\|-3.12\|9.84\|9.87\|9.52\|564509;2026-04-03\|8.98\|-6.56\|9.43\|9.50\|8.89\|750342;2026-04-07\|9.62\|7.13\|9.11\|9.68\|8.96\|944198;2026-04-08\|9.89\|2.81\|9.58\|9.90\|9.41\|735808;2026-04-09\|9.79\|-1.01\|9.88\|9.88\|9.68\|465271;2026-04-10\|9.66\|-1.33\|9.80\|9.84\|9.66\|415504;2026-04-13\|9.83\|1.76\|9.63\|9.85\|9.57\|447213;2026-04-14\|9.89\|0.61\|9.86\|9.90\|9.73\|446023;2026-04-15\|9.63\|-2.63\|9.88\|9.88\|9.59\|391168;2026-04-16\|9.75\|1.25\|9.63\|9.75\|9.52\|326409;2026-04-17\|9.73\|-0.21\|9.74\|9.80\|9.62\|267819;2026-04-20\|9.78\|0.51\|9.70\|9.82\|9.63\|330483;2026-04-21\|9.58\|-2.04\|9.78\|9.81\|9.47\|348553;2026-04-22\|9.48\|-1.04\|9.58\|9.66\|9.43\|301410;2026-04-23\|8.98\|-5.27\|9.17\|9.39\|8.86\|631686;2026-04-24\|9.09\|1.22\|8.86\|9.47\|8.80\|794198;2026-04-27\|8.77\|-3.52\|9.02\|9.02\|8.57\|597976;2026-04-28\|8.71\|-0.68\|8.68\|8.84\|8.63\|351309;2026-04-29\|8.69\|-0.23\|8.63\|8.75\|8.54\|300760;2026-04-30\|8.58\|-1.27\|8.80\|8.81\|8.53\|317069;2026-05-06\|8.68\|1.17\|8.65\|8.71\|8.60\|350615;2026-05-07\|8.81\|1.50\|8.73\|8.85\|8.60\|470940;2026-05-08\|9.00\|2.16\|8.81\|9.06\|8.73\|630842;2026-05-11\|8.96\|-0.44\|9.08\|9.25\|8.88\|516522;2026-05-12\|8.63\|-3.68\|8.92\|8.95\|8.56\|454284;2026-05-13\|8.54\|-1.04\|8.63\|8.66\|8.45\|397398;2026-05-14\|9.39\|9.95\|8.51\|9.39\|8.43\|1303624;2026-05-15\|9.74\|3.73\|9.42\|10.23\|9.39\|2414573;2026-05-18\|9.47\|-2.77\|9.70\|9.71\|9.30\|1356604;2026-05-19\|9.14\|-3.48\|9.48\|9.75\|9.04\|1135204;2026-05-20\|8.73\|-4.49\|9.05\|9.06\|8.66\|841036;2026-05-21\|7.86\|-9.97\|8.68\|8.68\|7.86\|1321967;2026-05-22\|8.04\|2.29\|7.86\|8.07\|7.66\|705908;2026-05-25\|7.65\|-4.85\|7.95\|7.98\|7.55\|682956;2026-05-26\|7.38\|-3.53\|7.57\|7.57\|7.25\|503737;2026-05-27\|7.08\|-4.07\|7.38\|7.42\|7.04\|451730;2026-05-28\|7.13\|0.71\|7.09\|7.28\|7.01\|353198;2026-05-29\|6.82\|-4.35\|7.18\|7.24\|6.78\|436279;2026-06-01\|6.98\|2.35\|6.76\|7.09\|6.67\|395695;2026-06-02\|6.79\|-2.72\|6.98\|6.98\|6.61\|344510;2026-06-03\|6.72\|-1.03\|6.85\|6.85\|6.64\|278330;2026-06-04\|6.58\|-2.08\|6.72\|6.80\|6.52\|309011;2026-06-05\|6.64\|0.91\|6.55\|6.77\|6.41\|394118;2026-06-08\|6.77\|1.96\|6.53\|6.95\|6.41\|690993;2026-06-09\|6.64\|-1.92\|6.78\|6.83\|6.47\|454692;2026-06-10\|7.30\|9.94\|6.58\|7.30\|6.53\|431680;2026-06-11\|8.03\|10.00\|7.72\|8.03\|7.50\|1757591;2026-06-12\|7.73\|-3.74\|7.44\|8.26\|7.44\|1702929;2026-06-15\|7.87\|1.81\|7.51\|7.99\|7.38\|1318836;2026-06-16\|7.77\|-1.27\|7.73\|8.06\|7.56\|1060899;2026-06-17\|7.39\|-4.52\|7.60\|7.69\|7.28\|901068;2026-06-18\|6.76\|-8.53\|7.26\|7.26\|6.76\|871352;2026-06-22\|7.20\|6.51\|7.03\|7.30\|6.86\|976212;2026-06-23\|7.49\|4.03\|7.22\|7.77\|7.15\|1106170;2026-06-24\|7.06\|-5.74\|7.37\|7.54\|7.01\|806940;2026-06-25\|6.81\|-3.54\|7.05\|7.20\|6.78\|605749;2026-06-26\|6.50\|-4.55\|6.75\|6.98\|6.49\|507614;2026-06-29\|6.54\|0.62\|6.53\|6.94\|6.40\|484890;2026-06-30\|6.27\|-4.13\|6.42\|6.47\|6.16\|547381;2026-07-01\|6.46\|3.03\|6.20\|6.52\|6.15\|585764;2026-07-02\|6.50\|0.62\|6.36\|6.74\|6.31\|527394;2026-07-03\|6.22\|-4.31\|6.46\|6.48\|6.20\|518281;2026-07-06\|6.30\|1.29\|6.23\|6.70\|6.13\|570225;2026-07-07\|5.86\|-6.98\|6.15\|6.21\|5.85\|512691;2026-07-08\|5.62\|-4.10\|5.81\|5.91\|5.61\|331184;2026-07-09\|5.65\|0.53\|5.60\|5.72\|5.44\|329547;2026-07-10\|5.75\|1.77\|5.61\|5.89\|5.56\|420038
114003		血液净化+预灌封+一带一路+券商看好 1、据申万宏源2026年6月30日研报，首次覆盖给予“买入”评级，看好血液净化行业刚性需求释放及拟收购标的威高普瑞业绩增长，公司有望向生物制药滤器等新业务延伸。 2、据2026年3月28日年报，公司主营血液净化医用制品，拥有透析器、透析管路、透析机等丰富产品线，是国内产品型号最为丰富的血液净化厂商之一。 3、据2026年6月10日重组报告书，公司拟发行股份购买威高普瑞100%股权，新增预灌封给药系统等医药包材业务，实现“血净+包材”双主业发展。 4、据2025年11月4日互动易，公司持续拓展海外业务，重点布局东南亚、南美等市场，已在厄瓜多尔、印尼设立子公司并深化本地化运营。	公司发行股份购买威高普瑞100%股权事项更新了重组报告书修订稿及审核问询函回复，相关议案已于6月9日经董事会审议通过，后者是国内首家取得预灌封注射器注册证的企业，核心产品涵盖预灌封注射器全系列、卡式瓶及自动注射笔等，广泛应用于疫苗、生物制剂、医美等领域	2026-03-03\|38.58\|-2.87\|39.81\|39.85\|38.55\|15229;2026-03-04\|38.48\|-0.26\|38.20\|38.62\|38.05\|9543;2026-03-05\|38.77\|0.75\|38.50\|38.97\|38.50\|7704;2026-03-06\|38.75\|-0.05\|38.67\|38.94\|38.52\|7220;2026-03-09\|38.56\|-0.49\|38.26\|38.64\|38.11\|7796;2026-03-10\|39.00\|1.14\|38.70\|39.00\|38.63\|7093;2026-03-11\|38.76\|-0.62\|39.15\|39.16\|38.73\|6941;2026-03-12\|39.42\|1.70\|38.97\|39.48\|38.81\|11075;2026-03-13\|39.54\|0.30\|39.40\|39.83\|39.21\|10115;2026-03-16\|39.62\|0.20\|39.32\|39.79\|39.20\|8073;2026-03-17\|39.93\|0.78\|39.50\|40.37\|39.50\|12147;2026-03-18\|39.66\|-0.68\|40.10\|40.10\|39.31\|9341;2026-03-19\|38.87\|-1.99\|39.40\|39.64\|38.84\|9531;2026-03-20\|38.12\|-1.93\|38.98\|39.12\|38.10\|8994;2026-03-23\|35.90\|-5.82\|37.89\|37.89\|35.80\|17034;2026-03-24\|37.12\|3.40\|36.23\|37.25\|36.00\|11054;2026-03-25\|37.24\|0.32\|37.13\|37.48\|36.92\|8305;2026-03-26\|36.66\|-1.56\|37.25\|37.44\|36.58\|6177;2026-03-27\|37.39\|1.99\|36.50\|37.48\|36.11\|9142;2026-03-30\|37.00\|-1.04\|37.00\|37.79\|36.90\|11790;2026-03-31\|36.80\|-0.54\|37.00\|37.34\|36.68\|10743;2026-04-01\|37.37\|1.55\|37.10\|37.46\|36.92\|10625;2026-04-02\|36.99\|-1.02\|37.35\|37.57\|36.89\|10009;2026-04-03\|36.42\|-1.54\|37.26\|37.26\|36.42\|8812;2026-04-07\|36.89\|1.29\|36.42\|37.06\|36.34\|8288;2026-04-08\|37.51\|1.68\|37.20\|37.55\|37.20\|9000;2026-04-09\|37.25\|-0.69\|37.46\|37.52\|37.01\|7048;2026-04-10\|37.57\|0.86\|37.43\|37.79\|37.29\|7282;2026-04-13\|37.39\|-0.48\|37.53\|37.57\|37.29\|5966;2026-04-14\|37.53\|0.37\|37.48\|37.60\|37.24\|9277;2026-04-15\|37.68\|0.40\|37.58\|37.83\|37.50\|7820;2026-04-16\|37.62\|-0.16\|37.65\|37.65\|37.30\|7936;2026-04-17\|37.81\|0.51\|37.62\|37.99\|37.34\|10354;2026-04-20\|37.63\|-0.48\|37.77\|37.77\|37.51\|7450;2026-04-21\|37.50\|-0.35\|37.50\|37.75\|37.40\|6161;2026-04-22\|37.45\|-0.13\|37.54\|37.55\|37.33\|6388;2026-04-23\|37.14\|-0.83\|37.55\|37.55\|37.11\|8845;2026-04-24\|37.00\|-0.38\|37.08\|37.25\|36.73\|7527;2026-04-27\|36.41\|-1.59\|37.05\|37.05\|35.91\|11954;2026-04-28\|35.49\|-2.53\|36.19\|36.41\|35.35\|15520;2026-04-29\|36.04\|1.55\|35.43\|36.13\|35.40\|7749;2026-04-30\|35.95\|-0.25\|35.67\|36.13\|35.67\|7084;2026-05-06\|36.29\|0.95\|35.95\|36.66\|35.95\|13289;2026-05-07\|36.26\|-0.08\|36.48\|36.48\|36.16\|6711;2026-05-08\|36.59\|0.91\|36.26\|36.70\|36.20\|7735;2026-05-11\|36.55\|-0.11\|36.54\|36.70\|36.25\|10118;2026-05-12\|35.75\|-2.19\|36.59\|36.59\|35.68\|11210;2026-05-13\|35.65\|-0.28\|35.70\|35.82\|35.36\|7050;2026-05-14\|35.21\|-1.23\|35.79\|35.86\|35.18\|8587;2026-05-15\|34.89\|-0.91\|35.52\|35.53\|34.66\|9603;2026-05-18\|34.58\|-0.89\|34.94\|34.94\|34.32\|7458;2026-05-19\|35.56\|2.83\|34.83\|35.86\|34.58\|13521;2026-05-20\|35.30\|-0.73\|35.49\|35.52\|34.86\|7402;2026-05-21\|35.20\|-0.28\|35.62\|35.77\|35.18\|12175;2026-05-22\|35.29\|0.26\|35.70\|35.70\|34.92\|7442;2026-05-25\|34.12\|-3.32\|35.21\|35.74\|34.00\|15552;2026-05-26\|34.33\|0.62\|34.10\|34.37\|33.36\|12586;2026-05-27\|34.68\|1.02\|34.23\|35.43\|33.88\|16857;2026-05-28\|36.77\|6.03\|34.34\|37.09\|33.60\|38898;2026-05-29\|35.41\|-3.70\|36.00\|36.14\|35.02\|22497;2026-06-01\|33.85\|-3.42\|34.88\|34.99\|33.70\|18442;2026-06-02\|33.60\|-0.74\|33.70\|34.02\|33.40\|11049;2026-06-03\|32.18\|-4.23\|33.54\|33.54\|32.10\|18677;2026-06-04\|32.20\|0.06\|32.98\|32.98\|32.00\|11798;2026-06-05\|31.20\|-3.11\|32.10\|32.24\|30.97\|17542;2026-06-08\|30.12\|-3.46\|30.79\|30.92\|30.03\|12272;2026-06-09\|29.94\|-0.60\|30.14\|30.34\|29.70\|8660;2026-06-10\|30.19\|0.83\|30.20\|30.80\|29.82\|12610;2026-06-11\|33.21\|10.00\|30.68\|33.21\|30.68\|25244;2026-06-12\|36.53\|10.00\|34.09\|36.53\|34.03\|90354;2026-06-15\|35.06\|-4.02\|36.17\|36.17\|34.34\|75730;2026-06-16\|34.88\|-0.51\|34.51\|35.29\|33.93\|50505;2026-06-17\|37.83\|8.46\|35.49\|38.37\|35.49\|94934;2026-06-18\|37.41\|-1.11\|37.52\|38.38\|36.50\|70936;2026-06-22\|35.62\|-4.78\|37.00\|37.01\|35.16\|43393;2026-06-23\|35.80\|0.51\|35.16\|36.85\|35.16\|39801;2026-06-24\|34.41\|-3.88\|35.82\|35.97\|34.08\|37472;2026-06-25\|32.84\|-4.56\|34.35\|34.35\|32.50\|38372;2026-06-26\|32.55\|-0.88\|32.48\|32.98\|31.82\|22366;2026-06-29\|34.10\|4.76\|32.71\|34.54\|32.07\|36332;2026-06-30\|32.73\|-4.02\|33.58\|33.66\|32.21\|35482;2026-07-01\|36.00\|9.99\|33.70\|36.00\|33.70\|35288;2026-07-02\|35.15\|-2.36\|36.75\|37.33\|35.15\|63503;2026-07-03\|35.98\|2.36\|35.53\|36.42\|35.36\|51138;2026-07-06\|35.50\|-1.33\|36.30\|36.30\|35.22\|37130;2026-07-07\|34.17\|-3.75\|35.38\|35.40\|33.89\|28229;2026-07-08\|33.20\|-2.84\|33.79\|34.71\|33.18\|23216;2026-07-09\|33.15\|-0.15\|33.25\|33.92\|32.75\|21227;2026-07-10\|33.63\|1.45\|33.16\|33.90\|32.23\|29481
114002	安徽出台《“低空+”应用场景拓展工程行动方案》	增程动力+华为合作+央企 1、据2026年6月15日机构调研，公司双转子发动机近期有望点火，其可适用于低空市场及汽车增程器；据2025年年度报告，公司重点聚焦下一代高效增程动力技术研发。 2、据2025年年度报告，公司聚焦增程、混动核心赛道，重点深化与华为智选“界”系列、引望“境”系列的新项目合作。 3、公司控股股东为中国长安汽车集团，实控人为国务院国资委，具备央企背景。	6月2日，哈尔滨东安汽车动力股份有限公司‌航空专用第二代AHT22混动变速器首台样机完成装配并成功点火，目前适配配套的转子发动机产品迭代工作稳步推进，多家飞行器整机客户已与东安动力开展深度技术对接，项目有望年内完成实机搭载验证	2026-03-03\|11.71\|-5.34\|12.35\|12.39\|11.71\|89030;2026-03-04\|11.74\|0.26\|11.70\|11.85\|11.61\|36397;2026-03-05\|11.89\|1.28\|11.80\|11.95\|11.80\|31772;2026-03-06\|12.24\|2.94\|11.87\|12.35\|11.81\|67980;2026-03-09\|11.98\|-2.12\|12.10\|12.23\|11.85\|52901;2026-03-10\|12.17\|1.59\|11.98\|12.18\|11.98\|31863;2026-03-11\|12.01\|-1.31\|12.17\|12.24\|11.97\|38641;2026-03-12\|11.86\|-1.25\|12.04\|12.04\|11.82\|32166;2026-03-13\|11.70\|-1.35\|11.82\|11.89\|11.68\|35081;2026-03-16\|11.75\|0.43\|11.68\|11.75\|11.61\|31465;2026-03-17\|11.66\|-0.77\|11.75\|11.87\|11.65\|30474;2026-03-18\|11.63\|-0.26\|11.68\|11.74\|11.47\|28072;2026-03-19\|11.29\|-2.92\|11.55\|11.59\|11.25\|38360;2026-03-20\|10.92\|-3.28\|11.33\|11.41\|10.92\|42145;2026-03-23\|10.38\|-4.95\|10.80\|10.85\|10.30\|59744;2026-03-24\|11.14\|7.32\|10.55\|11.30\|10.37\|117023;2026-03-25\|11.62\|4.31\|10.93\|11.90\|10.91\|149732;2026-03-26\|11.05\|-4.91\|11.48\|11.50\|11.05\|87335;2026-03-27\|11.31\|2.35\|10.90\|11.39\|10.90\|63758;2026-03-30\|11.29\|-0.18\|11.11\|11.56\|11.11\|43542;2026-03-31\|11.10\|-1.68\|11.25\|11.36\|11.10\|39766;2026-04-01\|11.20\|0.90\|11.22\|11.28\|11.14\|32804;2026-04-02\|11.16\|-0.36\|11.14\|11.32\|11.10\|36185;2026-04-03\|10.95\|-1.88\|11.26\|11.27\|10.83\|40217;2026-04-07\|11.09\|1.28\|10.95\|11.11\|10.87\|31300;2026-04-08\|11.30\|1.89\|11.19\|11.32\|11.16\|46304;2026-04-09\|11.11\|-1.68\|11.23\|11.26\|11.09\|35298;2026-04-10\|11.32\|1.89\|11.25\|11.40\|11.12\|45840;2026-04-13\|11.36\|0.35\|11.23\|11.38\|11.18\|34849;2026-04-14\|11.48\|1.06\|11.44\|11.64\|11.36\|52404;2026-04-15\|11.36\|-1.05\|11.59\|11.67\|11.35\|45479;2026-04-16\|11.40\|0.35\|11.46\|11.46\|11.32\|38792;2026-04-17\|11.39\|-0.09\|11.41\|11.42\|11.29\|28805;2026-04-20\|11.49\|0.88\|11.32\|11.59\|11.31\|38459;2026-04-21\|11.47\|-0.17\|11.41\|11.50\|11.41\|34310;2026-04-22\|11.46\|-0.09\|11.44\|11.46\|11.33\|28064;2026-04-23\|11.32\|-1.22\|11.42\|11.47\|11.30\|29229;2026-04-24\|11.25\|-0.62\|11.34\|11.37\|11.07\|36003;2026-04-27\|11.36\|0.98\|11.20\|11.39\|11.11\|42003;2026-04-28\|10.38\|-8.63\|10.98\|10.98\|10.30\|144950;2026-04-29\|10.32\|-0.58\|10.28\|10.40\|10.22\|56541;2026-04-30\|10.20\|-1.16\|10.29\|10.35\|10.19\|41446;2026-05-06\|10.22\|0.20\|10.25\|10.30\|10.15\|37797;2026-05-07\|10.41\|1.86\|10.23\|10.48\|10.22\|48104;2026-05-08\|10.57\|1.54\|10.42\|10.58\|10.33\|49478;2026-05-11\|10.40\|-1.61\|10.55\|10.56\|10.32\|52625;2026-05-12\|10.75\|3.37\|10.39\|11.17\|10.19\|103500;2026-05-13\|10.56\|-1.77\|10.66\|10.66\|10.42\|63105;2026-05-14\|10.22\|-3.22\|10.52\|10.55\|10.22\|42680;2026-05-15\|10.33\|1.08\|10.28\|10.43\|10.20\|38895;2026-05-18\|10.10\|-2.23\|10.30\|10.30\|10.08\|37922;2026-05-19\|10.16\|0.59\|10.10\|10.18\|10.07\|21344;2026-05-20\|9.99\|-1.67\|10.17\|10.18\|9.98\|30852;2026-05-21\|9.76\|-2.30\|9.99\|10.05\|9.73\|39578;2026-05-22\|9.67\|-0.92\|9.87\|9.89\|9.57\|32792;2026-05-25\|9.40\|-2.79\|9.60\|9.65\|9.30\|48500;2026-05-26\|9.32\|-0.85\|9.31\|9.44\|9.20\|40663;2026-05-27\|9.03\|-3.11\|9.33\|9.39\|8.98\|56906;2026-05-28\|9.05\|0.22\|9.05\|9.13\|8.87\|45164;2026-05-29\|8.93\|-1.33\|9.00\|9.09\|8.88\|38059;2026-06-01\|9.13\|2.24\|8.93\|9.15\|8.83\|35738;2026-06-02\|9.01\|-1.31\|9.11\|9.14\|8.93\|31274;2026-06-03\|8.93\|-0.89\|9.00\|9.00\|8.85\|31350;2026-06-04\|8.77\|-1.79\|8.90\|8.98\|8.71\|36210;2026-06-05\|8.92\|1.71\|8.77\|9.06\|8.70\|46243;2026-06-08\|8.70\|-2.47\|8.81\|8.96\|8.58\|37707;2026-06-09\|8.74\|0.46\|8.74\|8.79\|8.60\|23953;2026-06-10\|9.61\|9.95\|8.72\|9.61\|8.65\|147690;2026-06-11\|10.57\|9.99\|9.73\|10.57\|9.60\|203202;2026-06-12\|10.04\|-5.01\|10.69\|11.49\|10.01\|358830;2026-06-15\|10.11\|0.70\|10.03\|10.33\|9.74\|210763;2026-06-16\|9.74\|-3.66\|9.88\|9.99\|9.69\|164545;2026-06-17\|9.52\|-2.26\|9.65\|9.87\|9.33\|158437;2026-06-18\|9.07\|-4.73\|9.43\|9.65\|9.01\|134546;2026-06-22\|9.98\|10.03\|9.16\|9.98\|8.88\|272132;2026-06-23\|9.60\|-3.81\|9.89\|10.11\|9.58\|198843;2026-06-24\|9.48\|-1.25\|9.62\|9.63\|9.27\|98700;2026-06-25\|9.79\|3.27\|9.57\|9.93\|9.43\|148768;2026-06-26\|10.20\|4.19\|9.70\|10.27\|9.55\|213719;2026-06-29\|9.67\|-5.20\|10.10\|10.10\|9.57\|145681;2026-06-30\|9.83\|1.65\|9.53\|9.96\|9.19\|134253;2026-07-01\|10.01\|1.83\|9.66\|10.01\|9.57\|129374;2026-07-02\|9.80\|-2.10\|10.00\|10.00\|9.71\|93684;2026-07-03\|10.02\|2.24\|9.80\|10.09\|9.71\|115644;2026-07-06\|10.22\|2.00\|9.95\|10.50\|9.85\|138004;2026-07-07\|9.57\|-6.36\|10.15\|10.20\|9.56\|119756;2026-07-08\|8.90\|-7.00\|9.30\|9.35\|8.88\|105592;2026-07-09\|8.83\|-0.79\|8.80\|8.98\|8.61\|62688;2026-07-10\|8.90\|0.79\|8.83\|9.06\|8.71\|56992
114001	安徽出台《“低空+”应用场景拓展工程行动方案》	低空经济+航空发动机+资产置换+分红行业原因：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4月23日年报，控股子公司宗申航发自主研发的CA500型航空活塞发动机搭载山河星航Aurora SA60L飞机，已获中国民航局适航批准，标志着国产航空活塞发动机首次在国内轻型运动飞机领域实现商业化交付，为公司参与低空经济体系建设奠定基础。 2、据2026年6月10日、6月12日异动公告，公司拟将持有的摩托车发动机业务相关资产与隆鑫通用持有的通用机械业务资产进行置换，构成重大资产重组及关联交易，目前正有序推进尽职调查工作，旨在解决同业竞争问题。 3、据2026年6月10日互动易，公司2025年度权益分派股权登记日为2026年6月11日，除权除息日为6月12日，拟每10股派2.00元现金。	控股子公司宗申航发是国内首批以民营为主体，成功自主研发航空发动机的创新型企业之一；具备军工资质，主要产品400HP以下航空活塞发动机广泛应用于国内外军、民用无人机及轻型通航飞机市场	2026-03-03\|21.73\|-2.03\|21.92\|22.40\|21.29\|537497;2026-03-04\|22.98\|5.75\|22.02\|23.70\|21.73\|987254;2026-03-05\|23.22\|1.04\|22.50\|23.45\|22.30\|791201;2026-03-06\|25.54\|9.99\|23.25\|25.54\|22.88\|1550010;2026-03-09\|24.60\|-3.68\|25.40\|25.86\|24.37\|1637019;2026-03-10\|23.48\|-4.55\|23.75\|24.22\|23.30\|1155007;2026-03-11\|23.34\|-0.60\|23.49\|23.86\|23.11\|812910;2026-03-12\|22.37\|-4.16\|23.19\|23.29\|22.25\|714911;2026-03-13\|22.17\|-0.89\|22.33\|22.55\|21.92\|490415;2026-03-16\|22.16\|-0.05\|22.00\|22.41\|21.77\|357343;2026-03-17\|20.57\|-7.18\|21.30\|21.34\|20.56\|710941;2026-03-18\|20.70\|0.63\|20.50\|20.82\|20.37\|313034;2026-03-19\|20.93\|1.11\|20.45\|21.29\|20.34\|398367;2026-03-20\|20.05\|-4.20\|20.78\|20.90\|20.05\|379172;2026-03-23\|18.66\|-6.93\|19.65\|19.67\|18.60\|373358;2026-03-24\|19.02\|1.93\|18.98\|19.13\|18.62\|232402;2026-03-25\|19.35\|1.74\|19.06\|19.44\|18.92\|240546;2026-03-26\|18.69\|-3.41\|19.21\|19.23\|18.67\|273038;2026-03-27\|18.69\|0.00\|18.30\|18.84\|18.18\|177387;2026-03-30\|18.87\|0.96\|19.03\|19.19\|18.65\|206609;2026-03-31\|19.90\|5.46\|19.20\|19.97\|18.96\|557809;2026-04-01\|19.55\|-1.76\|19.84\|19.84\|19.40\|368574;2026-04-02\|19.13\|-2.15\|19.35\|19.63\|18.93\|301252;2026-04-03\|18.51\|-3.24\|19.05\|19.28\|18.50\|213297;2026-04-07\|18.11\|-2.16\|18.50\|18.55\|18.07\|271162;2026-04-08\|18.96\|4.69\|18.36\|18.96\|18.36\|327343;2026-04-09\|18.48\|-2.53\|18.66\|18.81\|18.45\|218877;2026-04-10\|18.81\|1.79\|18.67\|19.08\|18.60\|240202;2026-04-13\|18.78\|-0.16\|18.62\|18.80\|18.57\|178865;2026-04-14\|19.12\|1.81\|18.90\|19.28\|18.78\|283500;2026-04-15\|19.12\|0.00\|19.16\|19.32\|19.04\|255476;2026-04-16\|19.56\|2.30\|19.21\|19.76\|19.02\|342630;2026-04-17\|19.50\|-0.31\|19.46\|19.56\|19.25\|228444;2026-04-20\|19.81\|1.59\|19.50\|19.97\|19.39\|304056;2026-04-21\|19.67\|-0.71\|19.79\|19.89\|19.55\|197372;2026-04-22\|19.58\|-0.46\|19.55\|19.70\|19.41\|194503;2026-04-23\|19.19\|-1.99\|19.58\|19.68\|19.08\|253470;2026-04-24\|18.90\|-1.51\|19.16\|19.28\|18.83\|178270;2026-04-27\|17.74\|-6.14\|18.31\|18.47\|17.57\|581183;2026-04-28\|17.17\|-3.21\|17.64\|17.74\|17.10\|292074;2026-04-29\|17.35\|1.05\|17.14\|17.45\|17.14\|181608;2026-04-30\|17.36\|0.06\|17.32\|17.44\|17.28\|143716;2026-05-06\|17.50\|0.81\|17.49\|17.66\|17.41\|251178;2026-05-07\|17.78\|1.60\|17.65\|17.84\|17.52\|225221;2026-05-08\|17.92\|0.79\|17.79\|17.98\|17.55\|229372;2026-05-11\|17.51\|-2.29\|17.81\|17.82\|17.49\|328687;2026-05-12\|17.18\|-1.88\|17.46\|17.52\|17.11\|252654;2026-05-13\|17.22\|0.23\|17.13\|17.23\|16.81\|275542;2026-05-14\|16.63\|-3.43\|17.24\|17.29\|16.62\|257326;2026-05-15\|16.82\|1.14\|16.64\|16.94\|16.63\|201363;2026-05-18\|16.37\|-2.68\|16.74\|16.74\|16.34\|190171;2026-05-19\|16.42\|0.31\|16.38\|16.51\|16.16\|158946;2026-05-20\|15.86\|-3.41\|16.30\|16.30\|15.80\|244166;2026-05-21\|16.03\|1.07\|15.88\|16.55\|15.88\|317681;2026-05-22\|15.85\|-1.12\|16.06\|16.19\|15.73\|196558;2026-05-25\|15.85\|0.00\|15.88\|16.06\|15.52\|219205;2026-05-26\|15.68\|-1.07\|15.71\|15.84\|15.50\|178542;2026-05-27\|15.26\|-2.68\|15.60\|15.79\|15.18\|209211;2026-05-28\|15.19\|-0.46\|15.24\|15.32\|14.82\|201845;2026-05-29\|14.74\|-2.96\|15.27\|15.48\|14.72\|191343;2026-06-01\|14.86\|0.81\|14.70\|15.00\|14.65\|163459;2026-06-02\|14.60\|-1.75\|14.90\|14.90\|14.41\|167003;2026-06-03\|14.56\|-0.27\|14.60\|14.77\|14.41\|153168;2026-06-04\|14.26\|-2.06\|14.45\|14.62\|14.15\|150498;2026-06-05\|14.50\|1.68\|14.30\|14.83\|13.98\|290511;2026-06-08\|15.95\|10.00\|14.30\|15.95\|14.29\|401347;2026-06-09\|17.55\|10.03\|16.21\|17.55\|16.00\|693425;2026-06-10\|19.05\|8.55\|18.01\|19.31\|17.80\|1808351;2026-06-11\|20.96\|10.03\|19.00\|20.96\|18.87\|1468197;2026-06-12\|22.84\|10.02\|21.31\|22.84\|21.24\|936725;2026-06-15\|22.85\|0.04\|22.05\|23.05\|21.06\|1708512;2026-06-16\|23.70\|3.72\|22.60\|23.90\|21.74\|1839053;2026-06-17\|24.22\|2.19\|23.00\|24.37\|22.70\|1534073;2026-06-18\|24.31\|0.37\|24.22\|25.16\|23.34\|1242408;2026-06-22\|24.03\|-1.15\|24.06\|24.31\|22.67\|1174497;2026-06-23\|22.40\|-6.78\|24.87\|25.70\|21.63\|1726915;2026-06-24\|23.40\|4.46\|22.20\|23.90\|20.51\|1629860;2026-06-25\|25.26\|7.95\|23.40\|25.74\|23.20\|1400198;2026-06-26\|23.78\|-5.86\|25.26\|25.40\|23.60\|901352;2026-06-29\|21.96\|-7.65\|23.32\|23.53\|21.52\|884364;2026-06-30\|20.81\|-5.24\|21.45\|21.82\|20.70\|707354;2026-07-01\|20.08\|-3.51\|20.53\|20.70\|19.55\|624502;2026-07-02\|19.62\|-2.29\|19.61\|19.98\|19.30\|640833;2026-07-03\|19.97\|1.78\|19.66\|20.61\|19.20\|771288;2026-07-06\|19.94\|-0.15\|19.96\|21.94\|19.80\|814791;2026-07-07\|18.54\|-7.02\|20.14\|20.50\|18.46\|628096;2026-07-08\|17.80\|-3.99\|18.68\|19.00\|17.78\|517530;2026-07-09\|19.07\|7.13\|17.72\|19.17\|17.23\|653470;2026-07-10\|18.62\|-2.36\|18.80\|19.75\|18.59\|584353
114000		甲醇涨价+风电项目+河北国资行业原因： 1、据国投期货4月7日指出，美伊冲突升级致霍尔木兹海峡封锁，中东甲醇出口受阻，全球供给收缩。 2、油价高企放大煤化工替代经济性，煤制烯烃价差优势凸显，强化板块盈利预期。公司原因： 1、据2026年4月7日 09：55快讯，郑商所甲醇主力合约大涨7%，报3500元/吨，公司主营甲醇产销，控股子公司金牛旭阳产能20万吨/年。 2、据2026年1月13日公告，公司拟向全资子公司天玥公司增资1.35亿元，建设河北承德隆化200MW风电项目，总投资11.3亿元，项目已纳入河北省2024年风电建设方案并获核准。 3、据2025年4月12日年报，公司控股股东为河北高速公路集团，最终控制人为河北省国资委。	公司主要业务由持股50%的控股子公司金牛旭阳经营，金牛旭阳拥有的甲醇生产能力为20万吨/年，生产方式为焦炉气制甲醇	2026-03-03\|11.35\|9.98\|11.35\|11.35\|11.35\|101208;2026-03-04\|11.98\|5.55\|11.50\|12.49\|11.46\|1974087;2026-03-05\|12.30\|2.67\|11.10\|13.17\|11.10\|1837862;2026-03-06\|13.53\|10.00\|11.54\|13.53\|11.54\|1682053;2026-03-09\|13.23\|-2.22\|14.88\|14.88\|13.19\|1959088;2026-03-10\|12.73\|-3.78\|11.91\|13.18\|11.91\|1476652;2026-03-11\|14.00\|9.98\|12.22\|14.00\|12.22\|1406840;2026-03-12\|15.40\|10.00\|14.51\|15.40\|14.35\|1632452;2026-03-13\|16.94\|10.00\|16.00\|16.94\|15.89\|1777935;2026-03-16\|18.40\|8.62\|16.94\|18.63\|16.94\|1994586;2026-03-17\|19.30\|4.89\|17.35\|20.02\|17.31\|2008847;2026-03-18\|17.37\|-10.00\|18.70\|19.01\|17.37\|1301733;2026-03-19\|17.93\|3.22\|18.50\|18.87\|17.02\|1580550;2026-03-20\|16.14\|-9.98\|16.15\|16.96\|16.14\|1059746;2026-03-23\|16.33\|1.18\|15.40\|16.90\|14.88\|1220631;2026-03-24\|15.97\|-2.20\|15.68\|16.65\|15.07\|1183920;2026-03-25\|16.90\|5.82\|15.10\|17.20\|14.99\|1453894;2026-03-26\|17.85\|5.62\|16.98\|18.19\|16.50\|1615507;2026-03-27\|17.55\|-1.68\|17.18\|18.95\|17.12\|1542069;2026-03-30\|16.50\|-5.98\|18.21\|18.26\|16.20\|1350970;2026-03-31\|14.87\|-9.88\|16.01\|16.98\|14.86\|1253928;2026-04-01\|14.35\|-3.50\|14.81\|14.95\|13.97\|1000114;2026-04-02\|14.33\|-0.14\|14.48\|14.83\|14.10\|973621;2026-04-03\|13.20\|-7.89\|13.97\|14.04\|13.00\|872350;2026-04-07\|14.52\|10.00\|13.46\|14.52\|13.35\|887159;2026-04-08\|14.84\|2.20\|13.83\|14.95\|13.71\|1233162;2026-04-09\|14.66\|-1.21\|14.94\|15.20\|14.24\|1007086;2026-04-10\|14.33\|-2.25\|14.82\|14.90\|14.30\|723574;2026-04-13\|14.50\|1.19\|14.70\|14.90\|13.85\|876801;2026-04-14\|14.23\|-1.86\|14.50\|14.54\|13.90\|660815;2026-04-15\|13.80\|-3.02\|13.99\|14.03\|13.70\|488353;2026-04-16\|13.92\|0.87\|13.78\|13.95\|13.45\|431926;2026-04-17\|13.50\|-3.02\|14.16\|14.18\|13.41\|476569;2026-04-20\|13.67\|1.26\|13.53\|13.74\|13.34\|455209;2026-04-21\|13.45\|-1.61\|13.57\|13.74\|13.13\|446488;2026-04-22\|13.59\|1.04\|13.42\|13.65\|13.32\|394141;2026-04-23\|13.70\|0.81\|13.51\|14.12\|13.05\|882040;2026-04-24\|13.99\|2.12\|13.56\|14.46\|13.41\|1292517;2026-04-27\|13.10\|-6.36\|13.50\|13.51\|12.59\|867416;2026-04-28\|13.31\|1.60\|12.88\|13.50\|12.88\|712823;2026-04-29\|13.54\|1.73\|13.16\|13.65\|13.03\|654569;2026-04-30\|13.61\|0.52\|13.54\|14.18\|13.38\|618997;2026-05-06\|14.10\|3.60\|13.60\|14.20\|13.14\|754926;2026-05-07\|14.25\|1.06\|13.83\|14.33\|13.57\|762413;2026-05-08\|13.91\|-2.39\|14.20\|14.28\|13.89\|543704;2026-05-11\|14.09\|1.29\|13.91\|14.80\|13.90\|716739;2026-05-12\|12.68\|-10.01\|14.29\|14.45\|12.68\|1021077;2026-05-13\|12.21\|-3.71\|12.38\|12.97\|12.05\|794853;2026-05-14\|12.53\|2.62\|12.15\|13.00\|12.03\|981181;2026-05-15\|12.65\|0.96\|12.20\|12.99\|12.11\|754991;2026-05-18\|12.84\|1.50\|12.67\|13.23\|12.62\|540175;2026-05-19\|12.08\|-5.92\|12.65\|12.70\|11.90\|549271;2026-05-20\|11.76\|-2.65\|11.96\|12.00\|11.64\|385991;2026-05-21\|11.33\|-3.66\|11.60\|11.83\|11.30\|365303;2026-05-22\|11.43\|0.88\|11.32\|11.53\|11.22\|234720;2026-05-25\|11.17\|-2.27\|11.35\|11.42\|11.01\|336469;2026-05-26\|10.88\|-2.60\|11.33\|11.33\|10.59\|325540;2026-05-27\|10.49\|-3.58\|10.79\|10.87\|10.38\|272055;2026-05-28\|10.57\|0.76\|10.48\|10.64\|10.38\|214453;2026-05-29\|10.33\|-2.27\|10.58\|10.58\|10.18\|218577;2026-06-01\|10.52\|1.84\|10.33\|10.59\|10.33\|285279;2026-06-02\|10.22\|-2.85\|10.77\|10.77\|10.02\|253821;2026-06-03\|10.40\|1.76\|10.23\|10.41\|10.12\|237497;2026-06-04\|10.15\|-2.40\|10.22\|10.50\|10.02\|214453;2026-06-05\|10.16\|0.10\|10.23\|10.36\|9.98\|208041;2026-06-08\|10.40\|2.36\|9.95\|10.50\|9.90\|468113;2026-06-09\|9.49\|-8.75\|10.00\|10.05\|9.36\|551159;2026-06-10\|9.84\|3.69\|9.48\|10.44\|9.38\|787588;2026-06-11\|10.82\|9.96\|10.34\|10.82\|9.56\|1034177;2026-06-12\|10.33\|-4.53\|10.72\|11.17\|10.23\|1250386;2026-06-15\|9.57\|-7.36\|9.80\|10.04\|9.35\|944594;2026-06-16\|9.31\|-2.72\|9.52\|9.56\|9.04\|707305;2026-06-17\|8.87\|-4.73\|9.25\|9.25\|8.80\|527079;2026-06-18\|8.66\|-2.37\|8.90\|8.90\|8.56\|353402;2026-06-22\|9.14\|5.54\|8.80\|9.15\|8.63\|531670;2026-06-23\|9.14\|0.00\|9.03\|9.67\|9.03\|527125;2026-06-24\|8.68\|-5.03\|9.00\|9.15\|8.61\|394835;2026-06-25\|8.49\|-2.19\|8.62\|8.65\|8.39\|287964;2026-06-26\|8.20\|-3.42\|8.49\|8.50\|8.14\|242322;2026-06-29\|8.14\|-0.73\|8.27\|8.35\|7.96\|232622;2026-06-30\|8.12\|-0.25\|8.14\|8.24\|8.00\|182583;2026-07-01\|8.36\|2.96\|8.18\|8.48\|8.08\|264331;2026-07-02\|8.44\|0.96\|8.23\|8.65\|8.20\|269060;2026-07-03\|8.31\|-1.54\|8.31\|8.53\|8.22\|209219;2026-07-06\|8.15\|-1.93\|8.26\|8.50\|8.14\|192219;2026-07-07\|7.82\|-4.05\|8.04\|8.12\|7.78\|198142;2026-07-08\|7.81\|-0.13\|8.13\|8.35\|7.77\|330296;2026-07-09\|7.78\|-0.38\|8.00\|8.48\|7.70\|543608;2026-07-10\|8.04\|3.34\|7.57\|8.29\|7.43\|563136
113999		硫磺回收+正丙醇满产+储能工程 1、据2026年5月26日互动易，公司正丙醇产线处于满产满销状态，近期上游原材料乙烯价格出现一定幅度下调，公司将综合各种因素动态调整生产计划，并通过节能降耗、技术升级等方式降低成本，力争实现产品效益最大化。 2、据2026年4月3日投资者关系活动记录表，公司作为“硫磺回收专家”，其“无在线炉硫磺回收工艺技术”达到国内领先、国际先进水平，并成功应用于神华煤制油等煤化工项目，逐步改变了我国煤化工行业硫磺回收依赖进口技术的局面。 3、据2026年4月3日及2026年4月13日投资者关系活动记录表，公司在氢能、熔盐储能、压缩空气储能等新能源工程领域积累了丰富的技术储备和项目经验，参与设计了世界首座非补燃压缩空气储能电站——江苏金坛盐穴项目，未来将积极关注相关领域项目机会。	公司为国内设计、总承包硫磺回收装置最多的企业，公司累计已完成了各类硫磺回收装置设计、总承包合计232套，装置总规模1226万吨/年	2026-03-03\|9.21\|-0.86\|9.30\|9.52\|9.18\|328773;2026-03-04\|9.09\|-1.30\|9.05\|9.23\|8.91\|236692;2026-03-05\|9.33\|2.64\|9.18\|9.33\|9.10\|249395;2026-03-06\|9.48\|1.61\|9.24\|9.52\|9.11\|350750;2026-03-09\|9.51\|0.32\|9.75\|10.12\|9.45\|599570;2026-03-10\|9.39\|-1.26\|9.40\|9.45\|9.25\|295388;2026-03-11\|9.53\|1.49\|9.36\|9.60\|9.18\|344886;2026-03-12\|9.80\|2.83\|9.60\|9.83\|9.52\|546907;2026-03-13\|10.10\|3.06\|9.94\|10.75\|9.88\|779160;2026-03-16\|9.77\|-3.27\|10.45\|10.52\|9.67\|550287;2026-03-17\|9.64\|-1.33\|9.72\|10.40\|9.56\|505193;2026-03-18\|9.48\|-1.66\|9.64\|9.93\|9.39\|348747;2026-03-19\|9.06\|-4.43\|9.66\|9.78\|9.04\|389843;2026-03-20\|9.00\|-0.66\|9.03\|9.28\|8.74\|340496;2026-03-23\|8.66\|-3.78\|8.83\|9.05\|8.58\|279933;2026-03-24\|8.84\|2.08\|8.77\|8.89\|8.60\|184853;2026-03-25\|8.94\|1.13\|8.85\|8.98\|8.72\|162626;2026-03-26\|8.88\|-0.67\|8.88\|9.08\|8.72\|173564;2026-03-27\|8.98\|1.13\|8.75\|9.03\|8.73\|209986;2026-03-30\|9.03\|0.56\|8.87\|9.09\|8.85\|172528;2026-03-31\|8.76\|-2.99\|9.00\|9.09\|8.72\|177958;2026-04-01\|8.95\|2.17\|8.87\|8.97\|8.82\|130888;2026-04-02\|9.00\|0.56\|8.88\|9.17\|8.88\|171356;2026-04-03\|8.13\|-9.67\|8.84\|8.84\|8.11\|412846;2026-04-07\|8.28\|1.84\|8.14\|8.31\|8.00\|183762;2026-04-08\|8.44\|1.93\|8.27\|8.49\|8.22\|181239;2026-04-09\|8.38\|-0.71\|8.41\|8.59\|8.36\|103448;2026-04-10\|8.42\|0.48\|8.46\|8.53\|8.34\|127321;2026-04-13\|8.47\|0.59\|8.45\|8.53\|8.39\|112239;2026-04-14\|8.36\|-1.30\|8.56\|8.57\|8.30\|126600;2026-04-15\|8.35\|-0.12\|8.37\|8.44\|8.31\|94807;2026-04-16\|8.86\|6.11\|8.40\|8.96\|8.36\|318447;2026-04-17\|8.60\|-2.93\|8.84\|8.86\|8.57\|160958;2026-04-20\|8.56\|-0.47\|8.60\|8.65\|8.49\|104238;2026-04-21\|8.40\|-1.87\|8.55\|8.56\|8.36\|106315;2026-04-22\|8.41\|0.12\|8.41\|8.56\|8.35\|111595;2026-04-23\|8.24\|-2.02\|8.41\|8.43\|8.21\|110349;2026-04-24\|8.17\|-0.85\|8.24\|8.30\|8.13\|96725;2026-04-27\|7.35\|-10.04\|7.66\|7.70\|7.35\|261366;2026-04-28\|7.22\|-1.77\|7.32\|7.33\|7.05\|231568;2026-04-29\|7.27\|0.69\|7.17\|7.32\|7.12\|93873;2026-04-30\|7.19\|-1.10\|7.28\|7.29\|7.14\|106640;2026-05-06\|7.00\|-2.64\|7.24\|7.25\|6.95\|242607;2026-05-07\|7.06\|0.86\|7.04\|7.08\|6.97\|137272;2026-05-08\|7.04\|-0.28\|7.04\|7.11\|6.96\|106606;2026-05-11\|7.04\|0.00\|7.04\|7.15\|6.99\|135355;2026-05-12\|6.89\|-2.13\|7.04\|7.05\|6.87\|132630;2026-05-13\|6.97\|1.16\|6.92\|7.00\|6.86\|90315;2026-05-14\|6.92\|-0.72\|7.00\|7.02\|6.91\|85617;2026-05-15\|6.97\|0.72\|6.92\|7.03\|6.88\|116513;2026-05-18\|6.96\|-0.14\|7.00\|7.00\|6.87\|77270;2026-05-19\|7.04\|1.15\|6.95\|7.05\|6.89\|98875;2026-05-20\|6.97\|-0.99\|7.03\|7.08\|6.94\|77670;2026-05-21\|6.81\|-2.30\|6.97\|6.98\|6.78\|84993;2026-05-22\|6.71\|1.51\|6.75\|6.75\|6.62\|58475;2026-05-25\|6.64\|-1.04\|6.71\|6.71\|6.60\|47986;2026-05-26\|6.50\|-2.11\|6.65\|6.65\|6.44\|66101;2026-05-27\|6.30\|-3.08\|6.51\|6.52\|6.25\|80839;2026-05-28\|6.39\|1.43\|6.27\|6.43\|6.26\|60978;2026-05-29\|6.27\|-1.88\|6.43\|6.43\|6.22\|62876;2026-06-01\|6.56\|4.63\|6.28\|6.62\|6.26\|124486;2026-06-02\|6.44\|-1.83\|6.51\|6.59\|6.40\|70779;2026-06-03\|6.43\|-0.16\|6.44\|6.47\|6.35\|58438;2026-06-04\|6.30\|-2.02\|6.37\|6.43\|6.26\|48742;2026-06-05\|6.30\|0.00\|6.30\|6.38\|6.22\|65366;2026-06-08\|6.56\|4.13\|6.38\|6.60\|6.35\|169007;2026-06-09\|6.43\|-1.98\|6.51\|6.59\|6.38\|102997;2026-06-10\|6.30\|-2.02\|6.40\|6.48\|6.25\|78705;2026-06-11\|6.93\|10.00\|6.49\|6.93\|6.46\|285781;2026-06-12\|7.34\|5.92\|6.87\|7.42\|6.77\|464750;2026-06-15\|6.98\|-4.90\|7.18\|7.18\|6.84\|308639;2026-06-16\|6.80\|-2.58\|6.91\|6.98\|6.77\|204932;2026-06-17\|6.85\|0.74\|6.75\|6.92\|6.69\|179251;2026-06-18\|6.43\|-6.13\|6.79\|6.79\|6.41\|182189;2026-06-22\|6.53\|1.56\|6.31\|6.55\|6.26\|106863;2026-06-23\|6.47\|-0.92\|6.48\|6.65\|6.46\|101331;2026-06-24\|6.19\|-4.33\|6.48\|6.51\|6.18\|123747;2026-06-25\|5.80\|-6.30\|6.19\|6.20\|5.74\|162697;2026-06-26\|5.67\|-2.24\|5.80\|5.82\|5.62\|88716;2026-06-29\|5.64\|-0.53\|5.71\|5.74\|5.50\|77356;2026-06-30\|5.72\|1.42\|5.65\|5.75\|5.52\|74634;2026-07-01\|5.79\|1.22\|5.74\|5.87\|5.67\|74811;2026-07-02\|5.92\|2.25\|5.80\|6.02\|5.74\|117382;2026-07-03\|5.86\|-1.01\|5.91\|5.91\|5.79\|58692;2026-07-06\|5.89\|0.51\|5.86\|5.98\|5.81\|50414;2026-07-07\|5.66\|-3.90\|5.86\|5.88\|5.61\|87288;2026-07-08\|5.58\|-1.41\|5.66\|5.69\|5.56\|60104;2026-07-09\|5.55\|-0.54\|5.53\|5.63\|5.50\|44890;2026-07-10\|5.61\|1.08\|5.53\|5.68\|5.41\|66660
113998		涨停揭秘：研究指出数据中心将面临55GW电力缺口，公司作为浙江最大发电企业，火电+气电+核电+综合能源结构可提供稳定基荷与调峰支撑；涨停缘由：AI算力爆发推升用电负荷刚性增长；公司管理及控股电厂集中于负荷中心浙江；新型电力系统下火电灵活性价值凸显；资金逻辑：资金提前布局电力保供主线，主力资金连续净流入，低估值高股息属性吸引配置型资金回流；风险提示：煤价波动影响火电盈利稳定性，新能源装机占比提升或稀释传统电源利润贡献	公司是浙江省内规模最大的发电企业，主要从事火电、气电、核电、热电联产、综合能源等业务，管理及控股发电企业主要集中在浙江省内	2026-03-03\|5.40\|-0.55\|5.43\|5.49\|5.37\|1669790;2026-03-04\|5.41\|0.19\|5.37\|5.44\|5.31\|1367440;2026-03-05\|5.49\|1.48\|5.45\|5.52\|5.42\|1093972;2026-03-06\|5.48\|-0.18\|5.49\|5.51\|5.43\|823853;2026-03-09\|5.50\|0.36\|5.47\|5.57\|5.45\|1146412;2026-03-10\|5.46\|-0.73\|5.50\|5.52\|5.41\|771615;2026-03-11\|5.53\|1.28\|5.45\|5.53\|5.34\|861781;2026-03-12\|5.65\|2.17\|5.53\|5.68\|5.50\|1268244;2026-03-13\|5.57\|-1.42\|5.68\|5.68\|5.54\|910046;2026-03-16\|5.48\|-1.62\|5.57\|5.61\|5.46\|767981;2026-03-17\|5.44\|-0.73\|5.47\|5.55\|5.43\|671420;2026-03-18\|5.46\|0.37\|5.46\|5.52\|5.40\|656624;2026-03-19\|5.46\|0.00\|5.43\|5.54\|5.42\|550883;2026-03-20\|5.43\|-0.55\|5.45\|5.55\|5.39\|715379;2026-03-23\|5.25\|-3.31\|5.38\|5.41\|5.22\|1022429;2026-03-24\|5.37\|2.29\|5.30\|5.38\|5.25\|840074;2026-03-25\|5.51\|2.61\|5.38\|5.58\|5.32\|1219332;2026-03-26\|5.66\|2.72\|5.50\|5.72\|5.48\|1973049;2026-03-27\|5.71\|0.88\|5.60\|5.73\|5.51\|1345106;2026-03-30\|5.50\|-3.68\|5.65\|5.65\|5.40\|1304044;2026-03-31\|5.43\|-1.27\|5.46\|5.54\|5.40\|792120;2026-04-01\|5.47\|0.74\|5.47\|5.52\|5.41\|744412;2026-04-02\|5.51\|0.73\|5.47\|5.55\|5.43\|742968;2026-04-03\|5.41\|-1.81\|5.51\|5.52\|5.39\|600045;2026-04-07\|5.42\|0.18\|5.40\|5.44\|5.35\|487058;2026-04-08\|5.48\|1.11\|5.45\|5.48\|5.39\|636869;2026-04-09\|5.45\|-0.55\|5.46\|5.49\|5.43\|496919;2026-04-10\|5.47\|0.37\|5.48\|5.52\|5.44\|500508;2026-04-13\|5.48\|0.18\|5.45\|5.48\|5.41\|581744;2026-04-14\|5.52\|0.73\|5.48\|5.55\|5.47\|535550;2026-04-15\|5.54\|0.36\|5.54\|5.57\|5.44\|608322;2026-04-16\|5.54\|0.00\|5.53\|5.56\|5.50\|403476;2026-04-17\|5.51\|-0.54\|5.53\|5.56\|5.48\|370694;2026-04-20\|5.61\|1.81\|5.50\|5.62\|5.48\|693765;2026-04-21\|5.72\|1.96\|5.64\|5.80\|5.63\|773016;2026-04-22\|5.76\|0.70\|5.72\|5.80\|5.70\|687905;2026-04-23\|5.80\|0.69\|5.75\|5.83\|5.68\|748769;2026-04-24\|5.80\|0.00\|5.79\|5.87\|5.75\|636402;2026-04-27\|5.78\|-0.34\|5.77\|5.86\|5.70\|722652;2026-04-28\|5.89\|1.90\|5.66\|5.91\|5.60\|1389824;2026-04-29\|5.72\|-2.89\|5.84\|5.84\|5.67\|1012053;2026-04-30\|5.70\|-0.35\|5.69\|5.75\|5.62\|583604;2026-05-06\|5.76\|1.05\|5.70\|5.78\|5.67\|836920;2026-05-07\|5.84\|1.39\|5.78\|5.89\|5.75\|721042;2026-05-08\|5.86\|0.34\|5.83\|5.98\|5.80\|635393;2026-05-11\|5.92\|1.02\|5.90\|5.97\|5.81\|577870;2026-05-12\|5.97\|0.84\|5.92\|6.03\|5.90\|654013;2026-05-13\|6.00\|0.50\|5.99\|6.11\|5.96\|962947;2026-05-14\|6.03\|0.50\|6.01\|6.18\|5.97\|1012189;2026-05-15\|6.07\|0.66\|6.00\|6.11\|5.92\|953634;2026-05-18\|6.15\|1.32\|6.08\|6.20\|6.04\|1029335;2026-05-19\|6.70\|8.94\|6.15\|6.77\|6.10\|2706526;2026-05-20\|6.03\|-10.00\|6.47\|6.52\|6.03\|2182957;2026-05-21\|5.71\|-5.31\|5.90\|5.95\|5.71\|1623023;2026-05-22\|5.75\|0.70\|5.69\|5.81\|5.64\|912798;2026-05-25\|5.91\|2.78\|5.72\|5.95\|5.66\|1015322;2026-05-26\|6.08\|2.88\|5.89\|6.15\|5.85\|1050929;2026-05-27\|6.00\|-1.32\|6.03\|6.11\|5.96\|907524;2026-05-28\|6.10\|1.67\|6.00\|6.20\|5.95\|1164054;2026-05-29\|6.47\|6.07\|6.10\|6.60\|6.06\|2054216;2026-06-01\|6.70\|3.55\|6.55\|6.73\|6.28\|1805624;2026-06-02\|6.39\|-4.63\|6.60\|6.60\|6.37\|1233165;2026-06-03\|6.42\|0.47\|6.32\|6.44\|6.22\|1158450;2026-06-04\|6.24\|-2.80\|6.33\|6.42\|6.21\|801510;2026-06-05\|5.99\|-4.01\|6.22\|6.34\|5.97\|962073;2026-06-08\|5.95\|-0.67\|5.83\|6.02\|5.81\|591261;2026-06-09\|5.98\|0.50\|5.97\|5.99\|5.84\|512379;2026-06-10\|5.97\|-0.17\|5.93\|6.03\|5.86\|574996;2026-06-11\|6.30\|5.53\|5.92\|6.35\|5.91\|990676;2026-06-12\|6.26\|-0.63\|6.23\|6.34\|6.10\|1036129;2026-06-15\|6.16\|-1.60\|6.26\|6.29\|6.10\|700147;2026-06-16\|6.14\|-0.32\|6.12\|6.21\|6.05\|672788;2026-06-17\|6.04\|-1.63\|6.14\|6.19\|6.02\|615111;2026-06-18\|5.76\|-4.64\|6.02\|6.08\|5.75\|862094;2026-06-22\|5.72\|-0.69\|5.72\|5.73\|5.58\|671230;2026-06-23\|5.53\|-3.32\|5.67\|5.78\|5.52\|666808;2026-06-24\|5.40\|-2.35\|5.50\|5.53\|5.38\|488682;2026-06-25\|5.30\|-1.85\|5.36\|5.42\|5.28\|504978;2026-06-26\|5.24\|-1.13\|5.30\|5.35\|5.20\|462775;2026-06-29\|5.28\|0.76\|5.23\|5.30\|5.14\|462875;2026-06-30\|5.26\|-0.38\|5.23\|5.29\|5.18\|415074;2026-07-01\|5.36\|1.90\|5.25\|5.37\|5.22\|455671;2026-07-02\|5.46\|1.87\|5.36\|5.50\|5.29\|567843;2026-07-03\|5.47\|0.18\|5.47\|5.49\|5.37\|492416;2026-07-06\|5.41\|-1.10\|5.40\|5.45\|5.35\|346283;2026-07-07\|5.31\|-1.85\|5.40\|5.40\|5.29\|287100;2026-07-08\|5.36\|0.94\|5.28\|5.40\|5.27\|319090;2026-07-09\|5.31\|-0.93\|5.33\|5.37\|5.26\|305623;2026-07-10\|5.40\|1.69\|5.31\|5.47\|5.28\|485957
113997		电力+液冷服务器+光伏储能+水电补偿款行业原因： 1、据央视新闻，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。 2、据世界气象组织预警及多家券商研报，未来五年将出现史上最热一年，厄尔尼诺现象或致6-7月高温持续，电力供需偏紧预期强化。公司原因： 1、据2026年5月29日公告，公司控股子公司绵阳爱众发电已收到所属水电站退出第一批次补偿款1.42亿元，补偿总金额2.42亿元。 2、据2026年5月29日业绩说明会，截至2025年12月底，公司分布式光伏累计装机容量276.51兆瓦，发电量同比增长166.90%；电力供区内建成投运4座储能电站，总容量35MW/70MWH；全资子公司爱众综合能源投运3座用户侧储能电站。 3、据2024年年报及2025年6月13日微信公众号，参股孙公司重庆亿众发布芯汇能液冷芯能柜，搭载自主研发间接式液冷技术，PUE降至1.03以下，热能回收率超90%。 4、公司主营业务为发电、供电、天然气供应、生活饮用水、新能源开发和股权投资。最终控制人为广安市广安区人民政府。	1、公司共有在役水电站3座，总装机容量27.9万千瓦，包括绵阳油坊沟电站，新疆哈德布特电站，江油龙凤电站； 2、参股孙公司重庆亿众联合中昊芯英共建230亿丝绸云谷项目，一期算力20000P，重庆亿众为中昊芯英液冷服务器核心供应商，实现PUE<1.05的液冷系统与90%余热利用率，年消纳绿电15亿度，降低算力成本约30%	2026-03-03\|5.26\|3.95\|5.06\|5.56\|5.06\|1806224;2026-03-04\|5.28\|0.38\|5.10\|5.30\|5.08\|1109422;2026-03-05\|5.28\|0.00\|5.30\|5.53\|5.25\|1448116;2026-03-06\|5.44\|3.03\|5.28\|5.50\|5.14\|1154480;2026-03-09\|5.57\|2.39\|5.35\|5.65\|5.31\|1422873;2026-03-10\|5.51\|-1.08\|5.48\|5.54\|5.30\|1180671;2026-03-11\|5.64\|2.36\|5.44\|5.86\|5.29\|1576454;2026-03-12\|5.81\|3.01\|5.60\|5.90\|5.52\|1513248;2026-03-13\|5.43\|-6.54\|5.73\|5.75\|5.41\|1283124;2026-03-16\|5.30\|-2.39\|5.40\|5.53\|5.15\|1300869;2026-03-17\|5.09\|-3.96\|5.27\|5.28\|5.08\|749556;2026-03-18\|5.22\|2.55\|5.15\|5.48\|5.13\|973119;2026-03-19\|5.74\|9.96\|5.15\|5.74\|5.12\|1153223;2026-03-20\|5.41\|-5.75\|5.63\|5.82\|5.41\|1972791;2026-03-23\|5.30\|-2.03\|5.33\|5.53\|5.22\|1435613;2026-03-24\|5.57\|5.09\|5.31\|5.63\|5.18\|1575956;2026-03-25\|5.85\|5.03\|5.47\|5.99\|5.47\|2117905;2026-03-26\|5.70\|-2.56\|5.80\|5.98\|5.67\|1725107;2026-03-27\|5.61\|-1.58\|5.78\|5.80\|5.50\|1434734;2026-03-30\|5.14\|-8.38\|5.50\|5.58\|5.05\|1517650;2026-03-31\|4.89\|-4.86\|5.12\|5.20\|4.88\|1068126;2026-04-01\|4.78\|-2.25\|4.95\|4.98\|4.71\|868658;2026-04-02\|4.87\|1.88\|4.85\|5.08\|4.71\|974413;2026-04-03\|4.51\|-7.39\|4.75\|4.78\|4.50\|725407;2026-04-07\|4.53\|0.44\|4.49\|4.56\|4.35\|436623;2026-04-08\|4.61\|1.77\|4.56\|4.62\|4.55\|463260;2026-04-09\|4.47\|-3.04\|4.58\|4.59\|4.45\|423544;2026-04-10\|4.48\|0.22\|4.50\|4.53\|4.44\|363073;2026-04-13\|4.52\|0.89\|4.35\|4.52\|4.31\|412350;2026-04-14\|4.47\|-1.11\|4.51\|4.56\|4.43\|337892;2026-04-15\|4.40\|-1.57\|4.48\|4.48\|4.39\|314112;2026-04-16\|4.43\|0.68\|4.38\|4.43\|4.34\|289670;2026-04-17\|4.40\|-0.68\|4.42\|4.45\|4.36\|302028;2026-04-20\|4.84\|10.00\|4.44\|4.84\|4.42\|1043180;2026-04-21\|5.32\|9.92\|4.84\|5.32\|4.81\|1893478;2026-04-22\|5.26\|-1.13\|5.31\|5.71\|5.20\|2388545;2026-04-23\|5.39\|2.47\|5.21\|5.44\|5.02\|2020240;2026-04-24\|4.94\|-8.35\|5.20\|5.23\|4.91\|1399816;2026-04-27\|5.21\|5.47\|5.00\|5.40\|4.87\|1524834;2026-04-28\|5.25\|0.77\|5.09\|5.32\|5.09\|1225790;2026-04-29\|5.14\|-2.10\|5.14\|5.22\|5.08\|964169;2026-04-30\|4.99\|-2.92\|5.14\|5.14\|4.95\|725672;2026-05-06\|5.13\|2.81\|5.05\|5.13\|5.03\|710649;2026-05-07\|5.24\|2.14\|5.20\|5.28\|5.14\|833888;2026-05-08\|5.13\|-2.10\|5.24\|5.38\|5.10\|851585;2026-05-11\|5.21\|1.56\|5.28\|5.38\|5.17\|917600;2026-05-12\|5.20\|-0.19\|5.18\|5.28\|5.04\|883909;2026-05-13\|5.27\|1.35\|5.18\|5.38\|5.15\|1240216;2026-05-14\|5.15\|-2.28\|5.24\|5.74\|5.14\|1423879;2026-05-15\|4.94\|-4.08\|5.07\|5.18\|4.92\|987405;2026-05-18\|4.96\|0.40\|4.89\|5.01\|4.84\|572710;2026-05-19\|5.07\|2.22\|4.99\|5.08\|4.84\|626980;2026-05-20\|4.72\|-6.90\|5.03\|5.04\|4.68\|819723;2026-05-21\|4.56\|-3.39\|4.73\|4.79\|4.56\|550258;2026-05-22\|4.64\|1.75\|4.56\|4.67\|4.50\|358945;2026-05-25\|4.74\|2.16\|4.60\|4.79\|4.60\|426504;2026-05-26\|4.72\|-0.42\|4.69\|4.74\|4.57\|407430;2026-05-27\|4.73\|0.21\|4.67\|4.81\|4.63\|508418;2026-05-28\|4.82\|1.90\|4.73\|4.87\|4.71\|626712;2026-05-29\|5.30\|9.96\|4.76\|5.30\|4.75\|1149252;2026-06-01\|5.27\|-0.57\|5.32\|5.46\|5.05\|1592774;2026-06-02\|5.20\|-1.33\|5.28\|5.30\|5.09\|994455;2026-06-03\|5.30\|1.92\|5.20\|5.34\|5.06\|1224254;2026-06-04\|5.16\|-2.64\|5.18\|5.28\|5.11\|826553;2026-06-05\|5.18\|0.39\|5.19\|5.46\|5.12\|974201;2026-06-08\|4.84\|-6.56\|5.03\|5.16\|4.81\|838307;2026-06-09\|4.85\|0.21\|4.88\|4.90\|4.63\|563003;2026-06-10\|4.54\|-6.39\|4.87\|4.87\|4.51\|560435;2026-06-11\|4.99\|9.91\|4.55\|4.99\|4.50\|684482;2026-06-12\|4.73\|-5.21\|4.99\|5.00\|4.70\|889744;2026-06-15\|4.77\|0.85\|4.71\|4.77\|4.66\|506600;2026-06-16\|4.79\|0.42\|4.73\|4.83\|4.66\|463069;2026-06-17\|4.69\|-2.09\|4.81\|4.87\|4.68\|508077;2026-06-18\|4.45\|-5.12\|4.63\|4.65\|4.44\|667212;2026-06-22\|4.38\|-1.57\|4.44\|4.44\|4.19\|549222;2026-06-23\|4.42\|0.91\|4.40\|4.45\|4.32\|378487;2026-06-24\|4.22\|-4.52\|4.36\|4.41\|4.21\|370265;2026-06-25\|3.95\|-6.40\|4.20\|4.21\|3.95\|497581;2026-06-26\|3.91\|-1.01\|3.91\|4.10\|3.91\|346579;2026-06-29\|3.98\|1.79\|3.91\|3.99\|3.87\|268230;2026-06-30\|3.91\|-1.76\|3.98\|3.99\|3.87\|255420;2026-07-01\|4.08\|4.35\|3.93\|4.14\|3.90\|384270;2026-07-02\|3.98\|-2.45\|4.04\|4.13\|3.96\|325115;2026-07-03\|4.02\|1.00\|3.96\|4.03\|3.95\|207921;2026-07-06\|3.95\|-1.74\|4.02\|4.03\|3.94\|192445;2026-07-07\|3.80\|-3.80\|3.96\|3.96\|3.77\|241373;2026-07-08\|3.68\|-3.16\|3.80\|3.80\|3.68\|202611;2026-07-09\|3.69\|0.27\|3.65\|3.72\|3.59\|224561;2026-07-10\|3.78\|2.44\|3.69\|3.85\|3.64\|272352
113996	国务院印发《城市更新“十五五”规划》	物业管理+资产注入预期+天津国资 1、据2026年4月30日年报，公司已在报告期末完成重大资产重组，置出全部房地产开发业务相关资产及负债，主营业务全面调整为物业管理，构建“基础物业服务为底盘、增值服务为引擎、数字化运营为支撑”的三维业务体系。 2、据2026年5月26日互动易，公司目前关于寻找置入标的的工作正在积极推进当中；据2026年7月2日公告，公司于7月1日召开了2026年第三次临时股东会。 3、据2026年4月30日年报，公司最终控制人为天津市人民政府国有资产监督管理委员会，依托国有控股背景深化“红色物业”与社区街道党建联建，打造国企特色服务品牌。	公司拟通过资产置换向能源产业转型，主营业务将由房地产开发经营业务变更为供热及新能源发电等业务	2026-03-03\|2.24\|-2.18\|2.29\|2.33\|2.23\|293862;2026-03-04\|2.22\|-0.89\|2.21\|2.24\|2.18\|206941;2026-03-05\|2.24\|0.90\|2.23\|2.26\|2.22\|140001;2026-03-06\|2.31\|3.12\|2.24\|2.33\|2.23\|244249;2026-03-09\|2.31\|0.00\|2.30\|2.32\|2.26\|172720;2026-03-10\|2.33\|0.87\|2.32\|2.34\|2.31\|127979;2026-03-11\|2.34\|0.43\|2.35\|2.36\|2.31\|158344;2026-03-12\|2.32\|-0.85\|2.33\|2.36\|2.32\|139617;2026-03-13\|2.35\|1.29\|2.33\|2.40\|2.32\|287457;2026-03-16\|2.37\|0.85\|2.36\|2.42\|2.35\|176151;2026-03-17\|2.45\|3.38\|2.37\|2.50\|2.36\|415914;2026-03-18\|2.39\|-2.45\|2.45\|2.45\|2.36\|266785;2026-03-19\|2.35\|-1.67\|2.38\|2.42\|2.34\|219752;2026-03-20\|2.41\|2.55\|2.36\|2.56\|2.33\|654524;2026-03-23\|2.31\|-4.15\|2.39\|2.50\|2.28\|595623;2026-03-24\|2.38\|3.03\|2.35\|2.39\|2.28\|338646;2026-03-25\|2.47\|3.78\|2.38\|2.50\|2.36\|472934;2026-03-26\|2.42\|-2.02\|2.47\|2.50\|2.40\|307633;2026-03-27\|2.56\|5.79\|2.39\|2.61\|2.38\|636202;2026-03-30\|2.50\|-2.34\|2.53\|2.57\|2.45\|422128;2026-03-31\|2.44\|-2.40\|2.49\|2.53\|2.42\|317500;2026-04-01\|2.32\|-4.92\|2.47\|2.48\|2.30\|466197;2026-04-02\|2.28\|-1.72\|2.32\|2.34\|2.26\|215378;2026-04-03\|2.20\|-3.51\|2.26\|2.28\|2.18\|283047;2026-04-07\|2.27\|3.18\|2.20\|2.28\|2.20\|164925;2026-04-08\|2.32\|2.20\|2.30\|2.33\|2.27\|158267;2026-04-09\|2.34\|0.86\|2.32\|2.42\|2.27\|295232;2026-04-10\|2.33\|-0.43\|2.35\|2.38\|2.32\|175761;2026-04-13\|2.43\|4.29\|2.32\|2.43\|2.31\|352307;2026-04-14\|2.48\|2.06\|2.45\|2.61\|2.44\|436169;2026-04-15\|2.42\|-2.42\|2.51\|2.53\|2.40\|299923;2026-04-16\|2.41\|-0.41\|2.42\|2.43\|2.38\|150940;2026-04-17\|2.41\|0.00\|2.42\|2.46\|2.39\|243698;2026-04-20\|2.41\|0.00\|2.40\|2.42\|2.38\|151316;2026-04-21\|2.40\|-0.41\|2.42\|2.43\|2.37\|154457;2026-04-22\|2.38\|-0.83\|2.40\|2.40\|2.35\|84169;2026-04-23\|2.36\|-0.84\|2.38\|2.39\|2.34\|148978;2026-04-24\|2.35\|-0.42\|2.37\|2.37\|2.32\|157889;2026-04-27\|2.39\|1.70\|2.36\|2.41\|2.31\|189488;2026-04-28\|2.45\|2.51\|2.40\|2.47\|2.38\|176523;2026-04-29\|2.48\|1.22\|2.44\|2.50\|2.41\|197440;2026-04-30\|2.73\|10.08\|2.55\|2.73\|2.54\|683107;2026-05-06\|2.85\|4.40\|2.71\|2.93\|2.69\|1314538;2026-05-07\|2.73\|-4.21\|2.85\|2.86\|2.72\|655189;2026-05-08\|2.79\|2.20\|2.73\|2.84\|2.73\|473962;2026-05-11\|2.74\|-1.79\|2.80\|2.81\|2.71\|439860;2026-05-12\|2.75\|0.36\|2.74\|2.79\|2.72\|351178;2026-05-13\|2.74\|-0.36\|2.76\|2.80\|2.73\|364998;2026-05-14\|2.68\|-2.19\|2.75\|2.75\|2.67\|285909;2026-05-15\|2.64\|-1.49\|2.67\|2.70\|2.63\|273637;2026-05-18\|2.65\|0.38\|2.66\|2.66\|2.58\|239307;2026-05-19\|2.65\|0.00\|2.65\|2.68\|2.61\|210169;2026-05-20\|2.58\|-2.64\|2.65\|2.65\|2.55\|201412;2026-05-21\|2.39\|-7.36\|2.60\|2.60\|2.37\|369066;2026-05-22\|2.47\|3.35\|2.42\|2.48\|2.38\|329014;2026-05-25\|2.48\|0.40\|2.48\|2.51\|2.44\|260662;2026-05-26\|2.40\|-3.23\|2.47\|2.48\|2.36\|261699;2026-05-27\|2.45\|2.08\|2.43\|2.50\|2.37\|350328;2026-05-28\|2.58\|5.31\|2.46\|2.67\|2.43\|489053;2026-05-29\|2.52\|-2.33\|2.58\|2.62\|2.49\|453557;2026-06-01\|2.70\|7.14\|2.50\|2.77\|2.46\|760819;2026-06-02\|2.70\|0.00\|2.74\|2.85\|2.66\|637769;2026-06-03\|2.69\|-0.37\|2.69\|2.72\|2.59\|446429;2026-06-04\|2.70\|0.37\|2.65\|2.82\|2.65\|470939;2026-06-05\|2.63\|-2.59\|2.68\|2.79\|2.63\|344940;2026-06-08\|2.62\|-0.38\|2.60\|2.71\|2.54\|343527;2026-06-09\|2.58\|-1.53\|2.62\|2.64\|2.50\|296879;2026-06-10\|2.60\|0.78\|2.57\|2.60\|2.51\|239438;2026-06-11\|2.86\|10.00\|2.57\|2.86\|2.57\|690813;2026-06-12\|2.68\|-6.29\|2.87\|2.89\|2.66\|901952;2026-06-15\|2.62\|-2.24\|2.68\|2.72\|2.60\|567378;2026-06-16\|2.50\|-4.58\|2.61\|2.62\|2.45\|589638;2026-06-17\|2.42\|-3.20\|2.50\|2.51\|2.40\|445200;2026-06-18\|2.42\|0.00\|2.39\|2.46\|2.35\|343844;2026-06-22\|2.66\|9.92\|2.42\|2.66\|2.38\|815766;2026-06-23\|2.93\|10.15\|2.69\|2.93\|2.64\|1289972;2026-06-24\|2.72\|-7.17\|2.90\|2.93\|2.68\|1213032;2026-06-25\|2.74\|0.74\|2.75\|2.85\|2.70\|766026;2026-06-26\|2.69\|-1.82\|2.76\|2.80\|2.66\|522580;2026-06-29\|2.59\|-3.72\|2.67\|2.73\|2.53\|417735;2026-06-30\|2.74\|5.79\|2.62\|2.76\|2.55\|449015;2026-07-01\|2.86\|4.38\|2.74\|2.97\|2.65\|677973;2026-07-02\|3.09\|8.04\|2.91\|3.15\|2.89\|958378;2026-07-03\|3.07\|-0.65\|3.13\|3.23\|3.04\|1204691;2026-07-06\|2.94\|-4.23\|3.09\|3.10\|2.91\|687876;2026-07-07\|2.81\|-4.42\|2.92\|2.93\|2.78\|530218;2026-07-08\|2.80\|-0.36\|2.83\|2.83\|2.73\|395160;2026-07-09\|2.82\|0.71\|2.79\|2.85\|2.70\|476120;2026-07-10\|2.84\|0.71\|2.80\|2.97\|2.76\|490787
113995	国务院印发《城市更新“十五五”规划》	房地产+资产出售+跨界并购+国企行业原因：据证券日报6月23日报道，中指研究院数据显示6月以来核心城市二手房市场延续修复态势，上海二手房价格已连续3个月环比上涨，市场供需关系出现边际改善。公司原因： 1、据2026年6月12日异动公告，公司正在筹划公司部分房地产开发业务相关资产及负债出售事宜，交易意向方为公司实际控制人西安高科集团有限公司或其指定的关联方；据2026年6月30日互动易，相关工作仍在推进中。 2、据2026年5月20日互动易及业绩说明会，公司确立以“跨界并购为核心，基金培育产业链与‘投参控’衔接为两翼”的发展战略，联合专业投行与产业基金，已初步锁定目标产业的细分领域，加快推进新产业落地。 3、据2026年4月27日年报，公司控股股东为西安高新技术产业开发区房地产开发有限公司，最终控制人为西安高新技术产业开发区管理委员会，是一家以房地产开发为主业的国有企业。	立足西安的房地产开发商	2026-03-03\|3.45\|-1.43\|3.49\|3.57\|3.43\|112240;2026-03-04\|3.43\|-0.58\|3.44\|3.46\|3.38\|86623;2026-03-05\|3.46\|0.87\|3.46\|3.51\|3.42\|114150;2026-03-06\|3.57\|3.18\|3.45\|3.57\|3.38\|137312;2026-03-09\|3.50\|-1.96\|3.56\|3.56\|3.44\|126475;2026-03-10\|3.56\|1.71\|3.51\|3.56\|3.50\|93490;2026-03-11\|3.54\|-0.56\|3.54\|3.59\|3.50\|89080;2026-03-12\|3.52\|-0.56\|3.54\|3.57\|3.51\|68810;2026-03-13\|3.52\|0.00\|3.52\|3.58\|3.49\|89977;2026-03-16\|3.54\|0.57\|3.52\|3.61\|3.50\|106186;2026-03-17\|3.57\|0.85\|3.55\|3.66\|3.55\|85401;2026-03-18\|3.50\|-1.96\|3.59\|3.59\|3.44\|96528;2026-03-19\|3.40\|-2.86\|3.49\|3.53\|3.38\|97804;2026-03-20\|3.34\|-1.76\|3.38\|3.45\|3.29\|109311;2026-03-23\|3.10\|-7.19\|3.26\|3.28\|3.05\|154202;2026-03-24\|3.26\|5.16\|3.14\|3.26\|3.08\|145021;2026-03-25\|3.39\|3.99\|3.26\|3.39\|3.23\|99586;2026-03-26\|3.34\|-1.47\|3.38\|3.45\|3.33\|101385;2026-03-27\|3.41\|2.10\|3.36\|3.41\|3.30\|92993;2026-03-30\|3.43\|0.59\|3.39\|3.45\|3.33\|110730;2026-03-31\|3.39\|-1.17\|3.42\|3.53\|3.37\|118935;2026-04-01\|3.36\|-0.89\|3.41\|3.46\|3.31\|113758;2026-04-02\|3.28\|-2.38\|3.35\|3.38\|3.24\|100064;2026-04-03\|3.07\|-6.40\|3.30\|3.30\|3.05\|119048;2026-04-07\|3.16\|2.93\|3.06\|3.18\|3.01\|154756;2026-04-08\|3.25\|2.85\|3.23\|3.27\|3.18\|120775;2026-04-09\|3.16\|-2.77\|3.26\|3.26\|3.13\|101694;2026-04-10\|3.19\|0.95\|3.19\|3.24\|3.17\|83358;2026-04-13\|3.26\|2.19\|3.18\|3.26\|3.16\|119908;2026-04-14\|3.29\|0.92\|3.30\|3.35\|3.22\|109511;2026-04-15\|3.16\|-3.95\|3.28\|3.29\|3.15\|107987;2026-04-16\|3.24\|2.53\|3.18\|3.24\|3.13\|105696;2026-04-17\|3.23\|-0.31\|3.25\|3.26\|3.16\|108291;2026-04-20\|3.23\|0.00\|3.24\|3.25\|3.14\|96053;2026-04-21\|3.25\|0.62\|3.24\|3.28\|3.20\|89753;2026-04-22\|3.21\|-1.23\|3.24\|3.26\|3.19\|76309;2026-04-23\|3.21\|0.00\|3.22\|3.24\|3.14\|93158;2026-04-24\|3.24\|0.93\|3.22\|3.27\|3.17\|113028;2026-04-27\|3.44\|6.17\|3.23\|3.51\|3.21\|234509;2026-04-28\|3.45\|0.29\|3.45\|3.47\|3.34\|170013;2026-04-29\|3.54\|2.61\|3.46\|3.57\|3.42\|177247;2026-04-30\|3.60\|1.69\|3.51\|3.62\|3.51\|152394;2026-05-06\|3.57\|-0.83\|3.60\|3.61\|3.53\|150374;2026-05-07\|3.48\|-2.52\|3.58\|3.60\|3.46\|136676;2026-05-08\|3.50\|0.57\|3.50\|3.52\|3.43\|142555;2026-05-11\|3.51\|0.29\|3.50\|3.55\|3.46\|125823;2026-05-12\|3.47\|-1.14\|3.50\|3.52\|3.44\|112204;2026-05-13\|3.41\|-1.73\|3.48\|3.48\|3.39\|110200;2026-05-14\|3.35\|-1.76\|3.42\|3.43\|3.35\|114191;2026-05-15\|3.27\|-2.39\|3.37\|3.37\|3.23\|131347;2026-05-18\|3.32\|1.53\|3.25\|3.32\|3.18\|126392;2026-05-19\|3.38\|1.81\|3.33\|3.39\|3.29\|107178;2026-05-20\|3.37\|-0.30\|3.37\|3.44\|3.34\|140583;2026-05-21\|3.15\|-6.53\|3.36\|3.37\|3.14\|152729;2026-05-22\|3.38\|7.30\|3.18\|3.47\|3.14\|282544;2026-05-25\|3.36\|-0.59\|3.32\|3.60\|3.31\|248619;2026-05-26\|3.22\|-4.17\|3.40\|3.43\|3.18\|173494;2026-05-27\|3.20\|-0.62\|3.23\|3.32\|3.15\|161538;2026-05-28\|3.27\|2.19\|3.18\|3.29\|3.15\|121862;2026-05-29\|3.25\|-0.61\|3.26\|3.38\|3.22\|137343;2026-06-01\|3.50\|7.69\|3.19\|3.58\|3.13\|415846;2026-06-02\|3.42\|-2.29\|3.51\|3.58\|3.37\|270708;2026-06-03\|3.42\|0.00\|3.38\|3.48\|3.27\|193324;2026-06-04\|3.48\|1.75\|3.41\|3.52\|3.34\|216588;2026-06-05\|3.51\|0.86\|3.45\|3.63\|3.45\|229936;2026-06-08\|3.42\|-2.56\|3.45\|3.51\|3.36\|162399;2026-06-09\|3.36\|-1.75\|3.46\|3.47\|3.23\|195026;2026-06-10\|3.70\|10.12\|3.38\|3.70\|3.33\|623397;2026-06-11\|4.07\|10.00\|3.94\|4.07\|3.94\|356765;2026-06-12\|3.99\|-1.97\|3.87\|4.18\|3.75\|973904;2026-06-15\|3.84\|-3.76\|3.85\|3.93\|3.78\|580363;2026-06-16\|3.83\|-0.26\|3.84\|3.90\|3.71\|456083;2026-06-17\|3.62\|-5.48\|3.80\|3.80\|3.55\|391279;2026-06-18\|3.57\|-1.38\|3.60\|3.62\|3.47\|267392;2026-06-22\|3.58\|0.28\|3.60\|3.61\|3.46\|232810;2026-06-23\|3.63\|1.40\|3.53\|3.69\|3.48\|291555;2026-06-24\|3.46\|-4.68\|3.60\|3.62\|3.27\|380507;2026-06-25\|3.37\|-2.60\|3.45\|3.48\|3.33\|183568;2026-06-26\|3.13\|-7.12\|3.33\|3.39\|3.11\|253745;2026-06-29\|2.92\|-6.71\|3.16\|3.16\|2.82\|276301;2026-06-30\|2.89\|-1.03\|2.88\|3.02\|2.84\|156541;2026-07-01\|3.18\|10.03\|2.95\|3.18\|2.83\|255934;2026-07-02\|3.09\|-2.83\|3.17\|3.31\|3.08\|262406;2026-07-03\|3.11\|0.65\|3.11\|3.26\|3.10\|183878;2026-07-06\|3.03\|-2.57\|3.13\|3.15\|3.02\|158355;2026-07-07\|3.11\|2.64\|3.02\|3.18\|2.96\|225284;2026-07-08\|3.06\|-1.61\|3.08\|3.26\|3.03\|145899;2026-07-09\|3.00\|-1.96\|3.06\|3.06\|2.89\|173105;2026-07-10\|3.07\|2.33\|3.00\|3.30\|2.94\|263589
113994		半导体级氢氟酸涨价+六氟磷酸锂+大圆柱电池行业原因：华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据2026年6月26日投资者活动记录表，公司半导体级氢氟酸G5级现有产能4万吨，产能利用率维持在较高水平，目前市场价格上涨了约20%-30%，已稳定批量供应台积电、三星、华虹、长鑫存储等海内外头部大厂。 2、据2026年6月26日投资者活动记录表，六氟磷酸锂本轮涨价始于去年9月底，核心驱动在于下游新能源车及储能需求支撑；公司具备6.5万吨高纯晶体六氟磷酸锂产能，全球市占率约20%，并构建了从氢氟酸到锂电池的完整垂直产业链，具备结构性成本优势。 3、据2026年6月26日投资者活动记录表，公司聚焦40mm以上大圆柱电池，搭载“双向泄压”防爆结构及“单侧汇流”设计，在安全性和制造效率上形成差异化优势，出货量稳居国内第一梯队，已与超威、爱玛等头部企业深度绑定。	国内首个突破UPSSS级氢氟酸生产技术的企业，六氟磷酸锂小龙头	2026-03-03\|28.52\|-2.73\|29.21\|29.97\|28.44\|512061;2026-03-04\|28.74\|0.77\|28.00\|29.20\|28.00\|323905;2026-03-05\|28.85\|0.38\|29.18\|29.88\|28.65\|434525;2026-03-06\|28.61\|-0.83\|28.50\|29.01\|28.36\|268986;2026-03-09\|28.94\|1.15\|28.02\|29.10\|27.48\|458034;2026-03-10\|29.17\|0.79\|29.10\|30.15\|28.92\|576862;2026-03-11\|30.65\|5.07\|29.17\|30.68\|28.84\|1095548;2026-03-12\|30.38\|-0.88\|30.35\|30.80\|29.85\|681808;2026-03-13\|30.85\|1.55\|30.13\|31.80\|30.12\|929805;2026-03-16\|30.55\|-0.97\|30.21\|31.24\|30.01\|974380;2026-03-17\|28.66\|-6.19\|29.86\|30.30\|28.11\|839456;2026-03-18\|27.29\|-4.78\|28.67\|28.89\|26.89\|786001;2026-03-19\|25.66\|-5.97\|26.88\|26.99\|25.30\|706662;2026-03-20\|26.12\|1.79\|25.80\|27.65\|25.63\|942531;2026-03-23\|25.62\|-1.91\|25.69\|26.80\|25.52\|570880;2026-03-24\|26.13\|1.99\|26.22\|26.56\|24.73\|609143;2026-03-25\|26.58\|1.72\|25.88\|26.64\|25.86\|539091;2026-03-26\|27.63\|3.95\|26.60\|28.88\|26.50\|1113902;2026-03-27\|28.48\|3.08\|27.01\|28.98\|26.92\|992684;2026-03-30\|28.85\|1.30\|28.46\|29.27\|27.90\|822092;2026-03-31\|27.82\|-3.57\|28.46\|28.88\|27.81\|546985;2026-04-01\|28.05\|0.83\|28.15\|28.75\|27.03\|649609;2026-04-02\|27.77\|-1.00\|27.77\|28.66\|27.61\|518746;2026-04-03\|27.08\|-2.48\|28.15\|28.45\|26.70\|442784;2026-04-07\|27.39\|1.14\|27.55\|27.85\|27.05\|357877;2026-04-08\|28.18\|2.88\|27.80\|28.48\|27.40\|603556;2026-04-09\|27.50\|-2.41\|27.97\|28.12\|26.56\|649086;2026-04-10\|28.26\|2.76\|27.78\|28.86\|27.50\|942733;2026-04-13\|28.67\|1.45\|27.90\|28.96\|27.81\|797195;2026-04-14\|30.88\|7.71\|29.08\|30.88\|28.80\|1242614;2026-04-15\|30.04\|-2.72\|30.88\|31.09\|29.71\|1059563;2026-04-16\|30.10\|0.20\|30.28\|30.75\|29.53\|977693;2026-04-17\|30.01\|-0.30\|30.35\|30.59\|29.53\|705869;2026-04-20\|30.12\|0.37\|30.00\|30.48\|29.80\|660288;2026-04-21\|31.95\|6.08\|30.25\|32.38\|29.54\|1606788;2026-04-22\|31.91\|-0.13\|31.68\|32.30\|31.35\|1022983;2026-04-23\|30.04\|-5.86\|31.71\|31.87\|29.82\|1227351;2026-04-24\|33.04\|9.99\|30.54\|33.04\|30.15\|1992115;2026-04-27\|34.52\|4.48\|33.63\|34.89\|33.52\|2285323;2026-04-28\|33.76\|-2.20\|34.18\|34.40\|33.00\|1550031;2026-04-29\|35.87\|6.25\|33.33\|36.30\|33.33\|2116764;2026-04-30\|36.31\|1.23\|35.90\|36.69\|34.75\|1825695;2026-05-06\|38.12\|4.98\|35.95\|39.00\|35.38\|1858054;2026-05-07\|37.54\|-1.52\|37.40\|38.04\|36.65\|1468894;2026-05-08\|34.99\|-6.79\|37.04\|38.28\|34.90\|1804389;2026-05-11\|35.48\|1.40\|34.95\|36.32\|34.60\|1258951;2026-05-12\|34.32\|-3.27\|35.49\|36.05\|33.80\|1276510;2026-05-13\|34.24\|-0.23\|34.32\|34.58\|33.88\|830723;2026-05-14\|33.15\|-3.18\|34.19\|34.88\|33.15\|965570;2026-05-15\|36.47\|10.02\|35.12\|36.47\|35.12\|1543680;2026-05-18\|37.79\|3.62\|37.22\|39.71\|37.22\|2897657;2026-05-19\|37.18\|-1.61\|37.02\|37.99\|36.04\|1757476;2026-05-20\|40.69\|10.00\|36.50\|40.69\|36.40\|2064934;2026-05-21\|40.81\|0.29\|41.69\|43.89\|40.68\|2896919;2026-05-22\|42.70\|4.63\|41.02\|43.40\|40.24\|2390167;2026-05-25\|38.43\|-10.00\|42.44\|42.44\|38.43\|2143477;2026-05-26\|36.28\|-5.59\|37.68\|39.18\|35.40\|2282667;2026-05-27\|35.79\|-1.35\|36.03\|37.28\|35.56\|1527389;2026-05-28\|35.12\|-1.87\|35.91\|36.33\|34.08\|1255655;2026-05-29\|33.70\|-4.04\|35.01\|35.10\|33.35\|1116151;2026-06-01\|34.42\|2.14\|33.77\|35.67\|33.77\|1264696;2026-06-02\|33.10\|-3.83\|34.46\|34.82\|32.15\|1053005;2026-06-03\|33.27\|0.51\|33.01\|33.80\|32.46\|796495;2026-06-04\|32.76\|-1.53\|32.85\|33.11\|32.28\|672603;2026-06-05\|33.20\|1.34\|32.23\|34.15\|31.56\|1265234;2026-06-08\|33.63\|1.30\|31.82\|34.79\|31.82\|1299243;2026-06-09\|33.94\|0.92\|33.63\|34.51\|31.70\|1466653;2026-06-10\|34.72\|2.30\|33.20\|35.34\|33.05\|1551577;2026-06-11\|38.19\|9.99\|35.50\|38.19\|34.74\|2171712;2026-06-12\|39.67\|3.88\|38.00\|40.10\|36.67\|2708380;2026-06-15\|40.14\|1.18\|39.28\|41.00\|37.81\|2261286;2026-06-16\|39.33\|-2.02\|39.00\|41.50\|38.51\|2133238;2026-06-17\|38.47\|-2.19\|38.00\|38.98\|37.37\|1744181;2026-06-18\|38.78\|0.81\|38.14\|39.04\|37.07\|1799121;2026-06-22\|42.66\|10.01\|39.01\|42.66\|39.01\|1937504;2026-06-23\|41.80\|-2.02\|43.00\|44.95\|41.58\|2524812;2026-06-24\|44.25\|5.86\|41.80\|44.55\|39.80\|2246568;2026-06-25\|43.79\|-1.04\|43.54\|45.96\|43.25\|2027321;2026-06-26\|41.51\|-5.21\|43.80\|44.68\|41.35\|1679568;2026-06-29\|45.66\|10.00\|45.66\|45.66\|45.66\|377212;2026-06-30\|50.23\|10.01\|49.79\|50.23\|48.60\|1883700;2026-07-01\|55.25\|9.99\|54.80\|55.25\|53.76\|709070;2026-07-02\|54.82\|-0.78\|56.01\|57.50\|52.48\|3738541;2026-07-03\|49.34\|-10.00\|54.57\|54.81\|49.34\|2386699;2026-07-06\|45.86\|-7.05\|48.51\|50.90\|45.72\|2608734;2026-07-07\|45.35\|-1.11\|46.24\|47.17\|44.76\|1654061;2026-07-08\|42.12\|-7.12\|46.00\|46.17\|41.72\|1799828;2026-07-09\|43.65\|3.63\|42.83\|43.71\|40.53\|1733597;2026-07-10\|41.10\|-5.84\|43.49\|45.69\|40.97\|1981888
113993		锂盐+四川锂盐项目+钼行业原因：碳酸锂主连午后大涨4%，突破16万元关口。东兴证券6月22日研报指出，锂供应维持刚性特征，预计2026-2028年间全球锂行业或延续供应短缺状态，供需平衡分别为-10/-11/-13万吨LCE。公司原因： 1、据2026年4月28日年报，公司2026年核心战略定位为“以锂为主、以钼为辅的双轮驱动”，计划年内完成锂盐三期项目建设，实现锂盐总产能从4.5万吨/年跃升至6万吨/年以上。 2、据2026年6月6日公告，公司控股子公司四川永杉锂业有限公司拟购买四川南充360.28亩土地使用权，用于建设锂盐项目；据2026年5月9日公告，公司拟于四川南充投资建设锂盐项目，一期建设年产3万吨电池级碳酸锂生产线。 3、据2026年4月28日年报，公司钼业务产能位居国内第一方阵，核心产品为焙烧钼精矿、钼铁，应用于钢铁生产。	公司主要从事电池级碳酸锂和电池级氢氧化锂，已形成年产15000吨电池级氢氧化锂和10000吨电池级碳酸锂的生产能力；一季度净利润同比扭亏为盈	2026-03-03\|11.26\|-5.85\|11.93\|12.01\|11.21\|353428;2026-03-04\|11.29\|0.27\|11.20\|11.71\|11.05\|266290;2026-03-05\|11.20\|-0.80\|11.62\|11.63\|11.12\|192892;2026-03-06\|11.06\|-1.25\|11.04\|11.29\|11.02\|199858;2026-03-09\|11.30\|2.17\|10.79\|11.40\|10.54\|275780;2026-03-10\|11.23\|-0.62\|11.38\|11.49\|11.16\|158103;2026-03-11\|11.25\|0.18\|11.19\|11.48\|11.14\|216095;2026-03-12\|11.16\|-0.80\|11.24\|11.37\|11.07\|151308;2026-03-13\|10.99\|-1.52\|11.10\|11.48\|10.97\|193180;2026-03-16\|10.90\|-0.82\|10.90\|11.08\|10.65\|176710;2026-03-17\|10.63\|-2.48\|11.00\|11.05\|10.61\|115466;2026-03-18\|10.59\|-0.38\|10.62\|10.65\|10.39\|96704;2026-03-19\|10.12\|-4.44\|10.48\|10.48\|10.06\|172097;2026-03-20\|9.97\|-1.48\|10.12\|10.44\|9.85\|198634;2026-03-23\|10.13\|1.60\|9.70\|10.64\|9.55\|296504;2026-03-24\|10.33\|1.97\|10.34\|10.48\|9.95\|174192;2026-03-25\|10.56\|2.23\|10.41\|10.58\|10.23\|186003;2026-03-26\|10.65\|0.85\|10.43\|10.87\|10.43\|200909;2026-03-27\|11.72\|10.05\|10.46\|11.72\|10.41\|477238;2026-03-30\|11.63\|-0.77\|11.85\|11.88\|11.48\|474368;2026-03-31\|11.29\|-2.92\|11.49\|11.64\|11.28\|302465;2026-04-01\|11.17\|-1.06\|11.47\|11.59\|11.09\|213786;2026-04-02\|11.42\|2.24\|11.15\|11.67\|10.89\|422603;2026-04-03\|10.90\|-4.55\|11.37\|11.57\|10.74\|277481;2026-04-07\|11.36\|4.22\|11.16\|11.66\|11.05\|304610;2026-04-08\|11.59\|2.02\|11.50\|11.60\|11.24\|339636;2026-04-09\|11.74\|1.29\|11.59\|11.93\|11.25\|434437;2026-04-10\|11.80\|0.51\|11.76\|12.06\|11.66\|431265;2026-04-13\|11.94\|1.19\|11.80\|12.04\|11.56\|427711;2026-04-14\|12.76\|6.87\|12.00\|13.10\|11.84\|737914;2026-04-15\|12.05\|-5.56\|12.80\|12.86\|12.02\|491871;2026-04-16\|12.97\|7.63\|12.05\|13.26\|12.05\|893141;2026-04-17\|12.85\|-0.93\|13.09\|13.49\|12.80\|672188;2026-04-20\|12.70\|-1.17\|12.85\|13.20\|12.61\|383599;2026-04-21\|13.48\|6.14\|12.85\|13.97\|12.42\|894819;2026-04-22\|13.35\|-0.96\|13.38\|14.00\|13.24\|625835;2026-04-23\|13.52\|1.27\|13.25\|13.92\|12.79\|593888;2026-04-24\|14.35\|6.14\|13.35\|14.71\|13.30\|719738;2026-04-27\|14.57\|1.53\|14.36\|14.66\|14.00\|655421;2026-04-28\|16.03\|10.02\|15.50\|16.03\|15.38\|552466;2026-04-29\|17.63\|9.98\|15.92\|17.63\|15.73\|615455;2026-04-30\|19.39\|9.98\|19.39\|19.39\|19.39\|86903;2026-05-06\|21.33\|10.01\|21.33\|21.33\|21.33\|76378;2026-05-07\|22.58\|5.86\|23.35\|23.46\|21.00\|1656714;2026-05-08\|23.99\|6.24\|22.97\|24.84\|22.90\|1469766;2026-05-11\|24.56\|2.38\|23.00\|25.52\|23.00\|1333453;2026-05-12\|24.08\|-1.95\|24.77\|25.09\|23.07\|1095956;2026-05-13\|23.21\|-3.61\|23.91\|24.46\|22.70\|1044007;2026-05-14\|21.10\|-9.09\|22.69\|23.40\|21.10\|1019461;2026-05-15\|20.60\|-2.37\|21.00\|21.80\|20.30\|908998;2026-05-18\|19.54\|-5.15\|20.23\|20.49\|19.44\|861653;2026-05-19\|18.45\|-5.58\|19.56\|19.62\|18.16\|788209;2026-05-20\|18.80\|1.90\|18.00\|19.48\|17.90\|1103012;2026-05-21\|17.58\|-6.49\|18.70\|19.07\|17.45\|898131;2026-05-22\|17.95\|2.10\|17.72\|17.95\|17.36\|599584;2026-05-25\|17.56\|-2.17\|18.00\|18.25\|17.53\|489693;2026-05-26\|17.41\|-0.85\|17.27\|17.73\|16.91\|481133;2026-05-27\|16.88\|-3.04\|17.29\|17.80\|16.75\|488411;2026-05-28\|17.14\|1.54\|16.95\|17.44\|16.48\|464338;2026-05-29\|17.91\|4.49\|17.30\|18.85\|16.80\|1044056;2026-06-01\|18.93\|5.70\|17.57\|19.26\|17.57\|1205434;2026-06-02\|17.04\|-9.98\|18.13\|18.45\|17.04\|730730;2026-06-03\|16.80\|-1.41\|16.05\|17.32\|15.34\|959528;2026-06-04\|16.33\|-2.80\|16.70\|16.96\|16.27\|723024;2026-06-05\|17.28\|5.82\|16.37\|17.96\|16.10\|950296;2026-06-08\|16.97\|-1.79\|16.60\|17.86\|16.54\|666985;2026-06-09\|18.09\|6.60\|17.16\|18.39\|16.92\|886920;2026-06-10\|17.44\|-3.59\|17.80\|18.29\|17.25\|744966;2026-06-11\|19.18\|9.98\|17.42\|19.18\|17.18\|913833;2026-06-12\|20.45\|6.62\|19.75\|20.83\|19.20\|1580118;2026-06-15\|21.32\|4.25\|20.00\|21.48\|19.99\|1504782;2026-06-16\|20.74\|-2.72\|20.31\|21.71\|20.30\|1139046;2026-06-17\|19.87\|-4.19\|20.70\|20.99\|19.74\|968029;2026-06-18\|19.30\|-2.87\|19.59\|20.27\|18.89\|880865;2026-06-22\|21.23\|10.00\|18.62\|21.23\|18.30\|1146728;2026-06-23\|20.56\|-3.16\|22.06\|22.76\|20.46\|1123229;2026-06-24\|22.62\|10.02\|20.36\|22.62\|20.03\|815097;2026-06-25\|22.74\|0.53\|23.01\|24.21\|22.42\|1190200;2026-06-26\|20.47\|-9.98\|22.90\|23.36\|20.47\|932786;2026-06-29\|21.35\|4.30\|19.99\|22.10\|19.38\|1029717;2026-06-30\|22.48\|5.29\|21.14\|22.82\|20.86\|1080661;2026-07-01\|22.72\|1.07\|22.55\|23.49\|21.50\|1071751;2026-07-02\|21.57\|-5.06\|22.25\|22.65\|21.30\|739753;2026-07-03\|20.00\|-7.28\|21.91\|22.15\|20.00\|698702;2026-07-06\|20.85\|4.25\|20.00\|22.00\|20.00\|910425;2026-07-07\|19.70\|-5.52\|20.61\|21.26\|19.51\|782770;2026-07-08\|17.73\|-10.00\|19.45\|19.56\|17.73\|753551;2026-07-09\|16.88\|-4.79\|17.73\|17.73\|16.07\|796761;2026-07-10\|16.22\|-3.91\|16.55\|17.02\|16.20\|524998
113992	央视财经：AI智能体市场或迎爆发式增长	音视频软件+《仙剑奇侠传》IP+MR 1、据2026年5月18日投资者关系管理信息，公司2026年重点推进《仙剑奇侠传》等IP的MR交互游戏与全感剧场内容开发，推进多城市落地推广与场景合作。 2、据2026年5月18日投资者关系管理信息，公司2026年将持续聚焦高毛利的音视频软件等产品解决方案业务，全力提升盈利水平与经营质量；据2025年年度报告，该业务2025年营收同比增长5440.61%，毛利率达50.72%。 3、据2026年5月18日投资者关系管理信息，公司2026年将在音视频软件业务方面结合AI技术应用，逐步实现核心产品智能化改造，提升市场占有率；据2025年年度报告，公司主要研发项目包括AI智能媒资拆条系统等。	公司2026年将在音视频软件业务方面结合AI技术应用，逐步实现核心产品智能化改造，提升市场占有率	2026-03-03\|10.13\|-3.34\|10.57\|10.79\|10.13\|373157;2026-03-04\|9.97\|-1.58\|10.04\|10.22\|9.75\|363124;2026-03-05\|9.94\|-0.30\|10.20\|10.22\|9.77\|279240;2026-03-06\|10.36\|4.23\|9.85\|10.58\|9.84\|319246;2026-03-09\|10.21\|-1.45\|10.20\|10.26\|9.91\|266025;2026-03-10\|10.21\|0.00\|10.22\|10.38\|9.95\|264236;2026-03-11\|10.47\|2.55\|10.34\|10.66\|10.06\|336664;2026-03-12\|10.14\|-3.15\|10.45\|10.66\|10.08\|237565;2026-03-13\|10.21\|0.69\|10.20\|10.57\|10.00\|262269;2026-03-16\|10.70\|4.80\|10.22\|10.81\|10.20\|348516;2026-03-17\|10.19\|-4.77\|10.70\|10.88\|10.12\|309857;2026-03-18\|10.49\|2.94\|10.29\|10.58\|10.08\|253447;2026-03-19\|10.37\|-1.14\|10.39\|10.98\|10.12\|417383;2026-03-20\|10.02\|-3.38\|10.50\|10.76\|9.97\|407047;2026-03-23\|9.30\|-7.19\|9.65\|9.97\|9.15\|391817;2026-03-24\|9.81\|5.48\|9.52\|9.82\|9.36\|266539;2026-03-25\|10.31\|5.10\|9.78\|10.35\|9.78\|225841;2026-03-26\|10.10\|-2.04\|10.35\|10.42\|10.01\|161560;2026-03-27\|10.19\|0.89\|9.93\|10.45\|9.91\|166313;2026-03-30\|9.64\|-5.40\|10.06\|10.10\|9.55\|231576;2026-03-31\|9.22\|-4.36\|9.61\|9.91\|9.14\|273450;2026-04-01\|9.21\|-0.11\|9.40\|9.60\|9.04\|249071;2026-04-02\|9.11\|-1.09\|9.12\|9.35\|8.90\|210643;2026-04-03\|8.83\|-3.07\|9.20\|9.22\|8.71\|161491;2026-04-07\|8.98\|1.70\|8.78\|9.15\|8.78\|201785;2026-04-08\|9.48\|5.57\|9.19\|9.57\|9.19\|137819;2026-04-09\|9.41\|-0.74\|9.43\|9.51\|9.24\|133731;2026-04-10\|9.38\|-0.32\|9.50\|9.63\|9.38\|130699;2026-04-13\|8.99\|-4.16\|9.27\|9.36\|8.89\|158912;2026-04-14\|8.72\|-3.00\|9.04\|9.26\|8.66\|188911;2026-04-15\|8.29\|-4.93\|8.73\|8.77\|8.24\|217351;2026-04-16\|8.64\|4.22\|8.34\|8.78\|8.26\|213518;2026-04-17\|8.72\|0.93\|8.64\|8.82\|8.40\|182326;2026-04-20\|8.55\|-1.95\|8.70\|8.88\|8.52\|166516;2026-04-21\|8.50\|-0.58\|8.50\|8.58\|8.17\|196623;2026-04-22\|8.62\|1.41\|8.53\|8.85\|8.31\|188673;2026-04-23\|8.37\|-2.90\|8.56\|8.64\|8.31\|131562;2026-04-24\|8.06\|-3.70\|8.30\|8.37\|8.05\|136577;2026-04-27\|8.69\|7.82\|8.12\|9.15\|8.12\|333248;2026-04-28\|8.88\|2.19\|8.70\|9.23\|8.66\|219952;2026-04-29\|8.89\|0.11\|8.88\|8.96\|8.66\|165555;2026-04-30\|9.36\|5.29\|8.88\|9.40\|8.78\|241819;2026-05-06\|8.83\|-5.66\|9.56\|9.58\|8.69\|368572;2026-05-07\|8.71\|-1.36\|8.80\|9.02\|8.60\|224984;2026-05-08\|8.79\|0.92\|8.84\|8.99\|8.62\|250618;2026-05-11\|9.22\|4.89\|8.99\|9.36\|8.78\|334137;2026-05-12\|10.22\|10.85\|9.29\|10.48\|9.01\|425663;2026-05-13\|10.02\|-1.96\|10.09\|10.43\|9.88\|322734;2026-05-14\|9.61\|-4.09\|10.09\|10.15\|9.50\|231780;2026-05-15\|9.90\|3.02\|9.66\|10.21\|9.61\|276436;2026-05-18\|10.08\|1.82\|9.81\|10.45\|9.71\|312600;2026-05-19\|9.95\|-1.29\|10.00\|10.41\|9.73\|209553;2026-05-20\|9.91\|-0.40\|9.87\|10.04\|9.57\|197592;2026-05-21\|9.47\|-4.44\|9.92\|10.25\|9.43\|212510;2026-05-22\|9.62\|1.58\|9.55\|9.76\|9.36\|161313;2026-05-25\|9.34\|-2.91\|9.55\|9.62\|9.03\|198267;2026-05-26\|9.28\|-0.64\|9.30\|9.47\|9.05\|171574;2026-05-27\|8.77\|-5.50\|9.20\|9.37\|8.58\|217255;2026-05-28\|8.71\|-0.68\|8.78\|8.85\|8.33\|180353;2026-05-29\|8.24\|-5.40\|8.72\|8.88\|8.21\|146539;2026-06-01\|8.80\|6.80\|8.33\|9.05\|8.17\|197805;2026-06-02\|8.39\|-4.66\|8.83\|8.94\|8.31\|130333;2026-06-03\|7.95\|-5.24\|8.39\|8.39\|7.85\|195388;2026-06-04\|7.56\|-4.91\|7.90\|8.01\|7.47\|228206;2026-06-05\|7.79\|3.04\|7.51\|8.03\|7.46\|222636;2026-06-08\|7.29\|-6.42\|7.55\|7.79\|7.26\|180062;2026-06-09\|7.78\|6.72\|7.39\|7.91\|7.25\|224508;2026-06-10\|9.34\|20.05\|7.71\|9.34\|7.59\|460696;2026-06-11\|10.97\|17.45\|9.24\|11.08\|9.05\|749311;2026-06-12\|9.10\|-17.05\|10.22\|10.49\|8.88\|645642;2026-06-15\|8.86\|-2.64\|8.92\|9.21\|8.56\|450194;2026-06-16\|8.99\|1.47\|8.78\|9.27\|8.59\|306047;2026-06-17\|8.81\|-2.00\|8.99\|9.18\|8.42\|291290;2026-06-18\|8.81\|0.00\|8.71\|9.02\|8.65\|218940;2026-06-22\|8.66\|-1.70\|8.74\|9.23\|8.38\|313414;2026-06-23\|8.58\|-0.92\|8.75\|8.76\|8.46\|164663;2026-06-24\|8.43\|-1.75\|8.49\|8.65\|8.15\|194733;2026-06-25\|8.14\|-3.44\|8.44\|8.65\|8.01\|189996;2026-06-26\|9.77\|20.02\|8.06\|9.77\|7.99\|505356;2026-06-29\|8.28\|-15.25\|10.25\|10.33\|7.99\|727867;2026-06-30\|8.13\|-1.81\|8.21\|8.50\|7.99\|394155;2026-07-01\|8.40\|3.32\|8.23\|8.71\|8.13\|327430;2026-07-02\|8.52\|1.43\|8.26\|9.10\|8.19\|296755;2026-07-03\|8.06\|-5.40\|8.56\|8.60\|7.90\|310118;2026-07-06\|7.98\|-0.99\|8.10\|8.18\|7.95\|163458;2026-07-07\|7.70\|-3.51\|7.98\|7.99\|7.65\|150227;2026-07-08\|7.74\|0.52\|7.76\|8.15\|7.50\|201485;2026-07-09\|7.67\|-0.90\|7.65\|7.76\|7.47\|133537;2026-07-10\|7.80\|1.69\|7.68\|7.99\|7.51\|164245
113991	央视财经：AI智能体市场或迎爆发式增长	智谱AI+水务机器狗+生态水利 1、据2026年4月23日年报，公司联合智谱AI发布国内首个海洋生态修复垂直大模型ShorelineGLM，已在厦门观音山海岸线完成试点验证。 2、据2026年4月23日年报，公司具身智能水务巡检“机器狗”已在南水北调大宁管理处中堤泵站投入试运行，承担日常巡检、数据采集、异常识别等关键运维任务。 3、据2026年6月4日公告，公司成功中标密云区“500万以下沟道护村段修复工程项目”，中标金额1497.79万元，是公司深耕密云市场取得的重要突破。 4、据2026年4月23日年报，2026年2月公司已与北京市密云区人民政府签署战略合作协议，围绕水安全保障、智慧水务等领域开展深度合作，并完成注册地变更。	国内领先的生态环境科技运营商；与智谱AI签署了战略合作协议，携手推进AI大模型在生态环保及水务领域的创新应用	2026-03-03\|13.36\|-4.09\|13.87\|14.15\|13.26\|95829;2026-03-04\|13.86\|3.74\|13.11\|14.05\|13.10\|91323;2026-03-05\|13.85\|-0.07\|14.13\|14.20\|13.69\|81959;2026-03-06\|14.15\|2.17\|13.86\|14.38\|13.83\|81366;2026-03-09\|14.10\|-0.35\|13.88\|14.13\|13.70\|51968;2026-03-10\|14.24\|0.99\|14.15\|14.44\|14.11\|44769;2026-03-11\|13.73\|-3.58\|14.35\|14.35\|13.65\|66643;2026-03-12\|13.35\|-2.77\|13.66\|13.83\|13.32\|44090;2026-03-13\|14.04\|5.17\|13.32\|14.15\|13.32\|80318;2026-03-16\|13.96\|-0.57\|14.00\|14.18\|13.57\|57659;2026-03-17\|13.65\|-2.22\|14.00\|14.20\|13.58\|49916;2026-03-18\|13.60\|-0.37\|13.80\|13.80\|13.42\|25146;2026-03-19\|13.33\|-1.99\|13.56\|13.56\|13.26\|33531;2026-03-20\|12.60\|-5.48\|13.29\|13.49\|12.59\|43796;2026-03-23\|11.70\|-7.14\|12.38\|12.51\|11.58\|70102;2026-03-24\|12.28\|4.96\|11.95\|12.28\|11.76\|38468;2026-03-25\|12.24\|-0.33\|12.36\|12.49\|12.14\|35102;2026-03-26\|11.93\|-2.53\|12.39\|12.40\|11.81\|28286;2026-03-27\|12.07\|1.17\|11.98\|12.14\|11.78\|23528;2026-03-30\|12.01\|-0.50\|12.15\|12.15\|11.76\|23010;2026-03-31\|11.60\|-3.41\|12.14\|12.15\|11.52\|41649;2026-04-01\|11.82\|1.90\|11.85\|11.88\|11.60\|26956;2026-04-02\|11.46\|-3.05\|11.80\|11.80\|11.32\|23255;2026-04-03\|11.08\|-3.32\|11.66\|11.66\|10.95\|23429;2026-04-07\|11.37\|2.62\|11.06\|11.40\|10.97\|28382;2026-04-08\|11.72\|3.08\|11.70\|11.76\|11.54\|24021;2026-04-09\|11.24\|-4.10\|11.72\|11.79\|11.07\|58382;2026-04-10\|12.36\|9.96\|11.46\|12.36\|11.32\|69116;2026-04-13\|12.20\|-1.29\|12.35\|12.35\|11.73\|104381;2026-04-14\|12.51\|2.54\|12.20\|12.64\|12.02\|81714;2026-04-15\|12.42\|-0.72\|12.60\|12.78\|12.29\|48316;2026-04-16\|13.22\|6.44\|12.48\|13.37\|12.32\|73158;2026-04-17\|13.05\|-1.29\|13.04\|13.53\|12.93\|57943;2026-04-20\|13.68\|4.83\|13.27\|13.74\|12.80\|60619;2026-04-21\|13.85\|1.24\|13.61\|14.07\|13.61\|64311;2026-04-22\|13.68\|-1.23\|13.93\|13.95\|13.56\|50930;2026-04-23\|13.68\|0.00\|13.68\|13.93\|13.57\|51134;2026-04-24\|14.04\|2.63\|13.54\|14.23\|13.52\|61741;2026-04-27\|14.18\|1.00\|14.10\|14.35\|13.80\|56232;2026-04-28\|14.26\|0.56\|14.35\|14.50\|14.01\|52852;2026-04-29\|14.47\|1.47\|14.07\|15.69\|13.90\|241168;2026-04-30\|14.19\|-1.94\|14.41\|14.70\|14.19\|129861;2026-05-06\|14.32\|0.92\|14.33\|14.62\|14.00\|86704;2026-05-07\|15.40\|7.54\|14.22\|15.65\|14.19\|119032;2026-05-08\|15.88\|3.12\|15.51\|16.01\|14.90\|122259;2026-05-11\|15.88\|0.00\|15.99\|16.41\|15.82\|90451;2026-05-12\|15.43\|-2.83\|15.87\|15.89\|15.36\|68763;2026-05-13\|16.17\|4.80\|15.67\|16.66\|15.18\|111190;2026-05-14\|15.88\|-1.79\|16.28\|16.98\|15.76\|113963;2026-05-15\|16.46\|3.65\|16.18\|16.69\|15.91\|90465;2026-05-18\|16.12\|-2.07\|16.60\|16.60\|15.84\|76717;2026-05-19\|16.41\|1.80\|16.10\|16.50\|15.90\|59229;2026-05-20\|15.89\|-3.17\|16.48\|16.50\|15.71\|58908;2026-05-21\|15.76\|-0.82\|15.74\|16.68\|15.70\|76295;2026-05-22\|16.18\|2.67\|15.76\|16.35\|15.76\|47093;2026-05-25\|15.20\|-6.06\|16.22\|16.49\|15.11\|78458;2026-05-26\|13.68\|-10.00\|15.20\|15.40\|13.68\|97357;2026-05-27\|12.69\|-7.24\|13.83\|13.84\|12.31\|161723;2026-05-28\|13.18\|3.86\|12.74\|13.70\|11.45\|114402;2026-05-29\|11.86\|-10.02\|13.13\|13.46\|11.86\|91800;2026-06-01\|12.38\|4.38\|12.01\|12.69\|11.74\|115055;2026-06-02\|11.63\|-6.06\|12.38\|12.65\|11.61\|79126;2026-06-03\|11.38\|-2.15\|11.80\|11.99\|11.22\|68835;2026-06-04\|11.07\|-2.72\|11.49\|11.56\|11.01\|49434;2026-06-05\|11.08\|0.09\|11.18\|11.31\|10.65\|64005;2026-06-08\|10.31\|-6.95\|11.13\|11.27\|10.10\|73714;2026-06-09\|11.34\|9.99\|10.45\|11.34\|10.45\|52321;2026-06-10\|10.50\|-7.41\|11.14\|11.23\|10.26\|163010;2026-06-11\|11.55\|10.00\|10.55\|11.55\|10.40\|85357;2026-06-12\|10.90\|-5.63\|11.40\|11.90\|10.54\|249204;2026-06-15\|10.60\|-2.75\|10.69\|10.75\|10.32\|162627;2026-06-16\|10.78\|1.70\|10.45\|10.94\|10.11\|173344;2026-06-17\|10.78\|0.00\|10.78\|11.09\|10.42\|142688;2026-06-18\|11.07\|2.69\|10.70\|11.86\|10.70\|211328;2026-06-22\|12.18\|10.03\|10.90\|12.18\|10.82\|121108;2026-06-23\|13.40\|10.02\|13.40\|13.40\|12.83\|66205;2026-06-24\|14.74\|10.00\|14.20\|14.74\|13.54\|298248;2026-06-25\|14.70\|-0.27\|14.28\|15.36\|14.08\|258453;2026-06-26\|14.51\|-1.29\|14.40\|14.80\|14.20\|138578;2026-06-29\|15.77\|8.68\|14.95\|15.96\|14.76\|216465;2026-06-30\|16.48\|4.50\|15.62\|16.68\|15.31\|180508;2026-07-01\|15.83\|-3.94\|16.48\|16.69\|15.65\|114182;2026-07-02\|15.89\|0.38\|15.79\|16.14\|15.40\|87651;2026-07-03\|15.07\|-5.16\|15.74\|16.08\|14.99\|73135;2026-07-06\|13.92\|-7.63\|15.20\|15.44\|13.76\|76065;2026-07-07\|13.62\|-2.16\|13.83\|14.41\|13.31\|78040;2026-07-08\|12.90\|-5.29\|13.70\|13.71\|12.77\|59726;2026-07-09\|12.92\|0.15\|12.64\|13.19\|12.30\|62638;2026-07-10\|12.93\|0.08\|12.72\|13.72\|12.60\|58062
113990	燃气轮机产量缺口将长期存在	HRSG+燃机+越南基地+海外收入占比过半 1、据2026年6月3日投资者关系活动记录表，越南制造基地于2026年5月30日顺利完成HRSG产品首次交付，标志着越南生产基地正式具备HRSG产品量产与海外交付能力，是公司服务北美AI数据中心电力设备市场的重要里程碑；三期工厂已于6月3日奠基，预计2027年3月建成投产。 2、据2026年6月3日投资者关系活动记录表，公司2025年海外业务收入达2.59亿元，占营业收入比重升至51.52%，超越国内收入，国际化战略进入收获期；越南基地成为辐射全球市场特别是北美市场的“桥头堡”，以应对北美AI数据中心建设带来的增量需求。 3、据2025年年度报告，公司主营业务为防腐防磨堆焊装备、非堆焊锅炉部件等，是国内少数几家具备防腐防磨堆焊装备规模化生产能力的企业之一，产品应用于垃圾焚烧发电、燃煤发电等领域。	公司拥有燃气轮机HRSG（后端余热锅炉），越南工厂提前布局海外产能，已切入GEV供应链且2026年初将新增西门子、三菱客户；2027年海外燃机新增产能对应HRSG增量需求100台+，公司产能可完全匹配需求	2026-03-03\|67.30\|-9.98\|74.22\|74.87\|67.00\|91965;2026-03-04\|69.50\|3.27\|66.10\|70.80\|64.00\|62167;2026-03-05\|66.97\|-3.64\|71.00\|73.18\|65.50\|100301;2026-03-06\|67.64\|1.00\|68.54\|71.20\|65.16\|88840;2026-03-09\|64.83\|-4.15\|64.69\|65.50\|58.98\|109975;2026-03-10\|65.28\|0.69\|66.58\|68.00\|65.10\|65027;2026-03-11\|62.30\|-4.57\|65.05\|65.93\|61.30\|72238;2026-03-12\|56.20\|-9.79\|62.00\|62.05\|55.01\|139860;2026-03-13\|53.78\|-4.31\|55.65\|55.69\|52.88\|88165;2026-03-16\|54.86\|2.01\|53.61\|55.89\|52.34\|64423;2026-03-17\|52.28\|-4.70\|55.00\|55.46\|52.05\|54554;2026-03-18\|53.63\|2.58\|52.80\|53.85\|51.81\|45561;2026-03-19\|50.97\|-4.96\|53.00\|53.00\|50.00\|45736;2026-03-20\|48.91\|-4.04\|51.71\|51.96\|48.85\|56324;2026-03-23\|46.68\|-4.56\|48.20\|49.20\|46.11\|54432;2026-03-24\|48.76\|4.46\|48.30\|48.86\|46.88\|51881;2026-03-25\|49.04\|0.57\|50.47\|51.52\|48.66\|55470;2026-03-26\|46.93\|-4.30\|49.04\|49.16\|46.64\|41688;2026-03-27\|47.30\|0.79\|46.27\|48.06\|46.20\|34300;2026-03-30\|47.76\|0.97\|46.97\|47.85\|46.34\|33424;2026-03-31\|47.57\|-0.40\|48.05\|49.67\|47.31\|52847;2026-04-01\|48.20\|1.32\|49.01\|49.85\|47.55\|57027;2026-04-02\|47.09\|-2.30\|48.01\|48.60\|46.89\|49664;2026-04-03\|46.22\|-1.85\|47.86\|47.96\|45.96\|38667;2026-04-07\|45.53\|-1.49\|46.00\|46.86\|45.30\|45257;2026-04-08\|51.80\|13.77\|47.20\|52.30\|47.20\|105638;2026-04-09\|49.73\|-4.00\|50.37\|51.14\|49.56\|91769;2026-04-10\|50.80\|2.15\|51.10\|54.00\|50.23\|99638;2026-04-13\|53.15\|4.63\|51.00\|53.16\|49.59\|93668;2026-04-14\|53.61\|0.87\|54.04\|55.49\|52.97\|98065;2026-04-15\|53.64\|0.06\|53.93\|55.00\|52.93\|67027;2026-04-16\|53.93\|0.54\|53.10\|54.55\|52.80\|54711;2026-04-17\|53.22\|-1.32\|53.17\|54.50\|53.11\|48055;2026-04-20\|54.78\|2.93\|52.53\|55.48\|52.50\|55793;2026-04-21\|54.45\|-0.60\|54.07\|54.76\|53.41\|38823;2026-04-22\|55.22\|1.41\|54.18\|55.98\|53.55\|49624;2026-04-23\|55.18\|-0.07\|58.02\|58.68\|54.53\|101626;2026-04-24\|52.10\|-5.58\|54.30\|55.02\|51.36\|79593;2026-04-27\|51.78\|-0.61\|52.40\|52.86\|50.82\|52480;2026-04-28\|50.31\|-2.84\|50.85\|51.50\|49.05\|61315;2026-04-29\|51.04\|1.45\|49.60\|51.96\|49.33\|42378;2026-04-30\|53.96\|5.72\|51.07\|55.10\|51.07\|68632;2026-05-06\|59.90\|11.01\|54.33\|60.45\|54.02\|121363;2026-05-07\|62.51\|4.36\|62.01\|63.89\|60.65\|86908;2026-05-08\|60.65\|-2.98\|61.57\|61.90\|60.06\|58734;2026-05-11\|58.68\|-3.25\|60.62\|61.09\|58.31\|72253;2026-05-12\|58.73\|0.09\|58.22\|59.85\|56.66\|70709;2026-05-13\|62.96\|7.20\|58.10\|63.45\|57.35\|90668;2026-05-14\|58.80\|-6.61\|62.96\|62.96\|58.80\|68997;2026-05-15\|58.36\|-0.75\|58.91\|61.45\|57.86\|58988;2026-05-18\|57.27\|-1.87\|58.01\|59.56\|56.60\|45933;2026-05-19\|56.57\|-1.22\|56.84\|58.10\|55.17\|46711;2026-05-20\|54.22\|-4.15\|55.91\|56.82\|54.14\|48889;2026-05-21\|50.70\|-6.49\|54.67\|55.40\|50.50\|55039;2026-05-22\|52.27\|3.10\|51.70\|54.26\|50.70\|66448;2026-05-25\|53.92\|3.16\|52.80\|55.49\|52.80\|57728;2026-05-26\|52.30\|-3.00\|53.57\|53.57\|51.11\|41122;2026-05-27\|50.32\|-3.79\|52.30\|54.86\|49.95\|61065;2026-05-28\|54.80\|8.90\|50.39\|55.45\|50.14\|70747;2026-05-29\|43.30\|3.10\|44.94\|45.00\|41.21\|139690;2026-06-01\|44.45\|2.66\|42.95\|47.38\|41.99\|181001;2026-06-02\|44.53\|0.18\|44.01\|47.00\|43.78\|130585;2026-06-03\|43.31\|-2.74\|43.92\|45.60\|42.60\|110125;2026-06-04\|51.97\|20.00\|43.00\|51.97\|42.96\|220885;2026-06-05\|52.37\|0.77\|51.97\|54.00\|51.93\|182388;2026-06-08\|47.01\|-10.23\|50.96\|51.46\|46.26\|128745;2026-06-09\|47.99\|2.08\|49.23\|49.34\|47.13\|90881;2026-06-10\|45.83\|-4.50\|47.36\|47.98\|45.38\|92610;2026-06-11\|51.70\|12.81\|45.40\|53.84\|45.40\|175367;2026-06-12\|50.56\|-2.21\|51.10\|53.63\|50.18\|130735;2026-06-15\|50.81\|0.49\|51.10\|51.88\|50.01\|106478;2026-06-16\|49.85\|-1.89\|50.38\|51.88\|49.50\|98173;2026-06-17\|48.63\|-2.45\|49.13\|50.50\|48.08\|87430;2026-06-18\|48.89\|0.53\|50.70\|52.99\|48.12\|193469;2026-06-22\|51.45\|5.24\|49.87\|51.58\|46.75\|172551;2026-06-23\|50.40\|-2.04\|51.18\|52.89\|50.01\|106196;2026-06-24\|49.66\|-1.47\|50.50\|51.50\|47.55\|113194;2026-06-25\|50.25\|1.19\|49.50\|52.80\|48.50\|141644;2026-06-26\|48.30\|-3.88\|50.24\|53.90\|48.19\|181295;2026-06-29\|42.08\|-12.88\|48.00\|48.00\|40.52\|209868;2026-06-30\|41.71\|-0.88\|42.16\|42.48\|40.68\|95628;2026-07-01\|42.37\|1.58\|42.90\|45.09\|41.86\|121625;2026-07-02\|40.72\|-3.89\|41.94\|43.64\|40.51\|101361;2026-07-03\|41.72\|2.46\|41.12\|42.76\|40.62\|84799;2026-07-06\|41.51\|-0.50\|42.00\|44.20\|41.18\|91733;2026-07-07\|39.94\|-3.78\|42.45\|43.76\|39.70\|81543;2026-07-08\|37.33\|-6.53\|40.08\|40.40\|37.30\|71509;2026-07-09\|37.15\|-0.48\|37.96\|38.35\|34.97\|76891;2026-07-10\|36.81\|-0.92\|36.85\|38.20\|36.75\|60328
113989	燃气轮机产量缺口将长期存在	燃气轮机+核电铸件+算力租赁行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年4月28日年报，公司燃气轮机气缸已配套三菱、GE，2025年以来两大客户订单大增，带动销量及售价上行，并参与雅下电站水轮机组招投标，项目装机容量6000万千瓦，建设期超10年。 2、据2025年4月26日年报及2026年4月28日年报，公司取得百万千瓦级核电高压外缸资质并完成昌江、秦山项目交付，形成“民品-军品-核电”协同体系。 3、据2026年4月28日年报，公司设立上海福鞍集铁科技有限公司，注册资本2.485亿元，业务性质为算力租赁，持股比例100%。	公司与三菱、GE、西门子等国际企业均有良好的合作关系，为其提供大型铸钢件，与三菱在燃气轮机领域合作稳定，主要供应燃兼压缸、透平缸、排气缸外缸及空气冷凝管等产品	2026-03-03\|15.88\|-6.15\|17.10\|17.17\|15.75\|220180;2026-03-04\|15.95\|0.44\|15.45\|16.18\|15.13\|117061;2026-03-05\|16.19\|1.50\|16.25\|16.48\|16.05\|122787;2026-03-06\|16.48\|1.79\|16.14\|16.85\|16.08\|128348;2026-03-09\|16.22\|-1.58\|16.09\|16.30\|15.65\|126583;2026-03-10\|16.54\|1.97\|16.47\|16.86\|16.39\|127525;2026-03-11\|16.01\|-3.20\|16.71\|16.80\|16.01\|161188;2026-03-12\|15.82\|-1.19\|16.10\|16.41\|15.61\|135517;2026-03-13\|16.33\|3.22\|15.78\|16.80\|15.72\|208584;2026-03-16\|15.82\|-3.12\|16.21\|16.27\|15.65\|122909;2026-03-17\|15.18\|-4.05\|15.86\|16.12\|15.18\|107877;2026-03-18\|15.61\|2.83\|15.24\|15.65\|15.15\|75476;2026-03-19\|15.57\|-0.26\|15.32\|15.86\|15.24\|89903;2026-03-20\|14.72\|-5.46\|15.60\|15.69\|14.63\|97597;2026-03-23\|13.44\|-8.70\|14.30\|14.58\|13.30\|93077;2026-03-24\|14.18\|5.51\|13.88\|14.29\|13.47\|81886;2026-03-25\|14.55\|2.61\|14.29\|14.56\|14.19\|56147;2026-03-26\|14.17\|-2.61\|14.49\|14.51\|14.02\|45574;2026-03-27\|14.09\|-0.56\|13.95\|14.28\|13.89\|37312;2026-03-30\|14.11\|0.14\|13.82\|14.17\|13.77\|38114;2026-03-31\|13.83\|-1.98\|14.08\|14.41\|13.79\|45535;2026-04-01\|14.17\|2.46\|14.08\|14.30\|13.98\|56878;2026-04-02\|13.68\|-3.46\|14.18\|14.20\|13.61\|55449;2026-04-03\|13.27\|-3.00\|13.67\|13.77\|13.20\|45973;2026-04-07\|13.21\|-0.45\|13.36\|13.45\|13.16\|29014;2026-04-08\|14.53\|9.99\|13.51\|14.53\|13.51\|75066;2026-04-09\|15.18\|4.47\|14.58\|15.98\|14.30\|510184;2026-04-10\|15.06\|-0.79\|15.17\|15.54\|14.72\|427405;2026-04-13\|15.21\|1.00\|14.90\|15.35\|14.88\|146666;2026-04-14\|15.29\|0.53\|15.40\|15.58\|15.15\|106471;2026-04-15\|15.31\|0.13\|15.30\|15.60\|15.19\|130793;2026-04-16\|16.84\|9.99\|15.18\|16.84\|15.18\|323560;2026-04-17\|18.52\|9.98\|17.01\|18.52\|17.01\|671403;2026-04-20\|17.60\|-4.97\|19.06\|19.44\|16.81\|589104;2026-04-21\|17.52\|-0.45\|17.27\|18.09\|17.04\|422428;2026-04-22\|17.75\|1.31\|17.28\|17.98\|17.17\|358348;2026-04-23\|19.53\|10.03\|19.53\|19.53\|19.53\|131785;2026-04-24\|18.30\|-6.30\|18.84\|18.84\|17.58\|488071;2026-04-27\|18.46\|0.87\|17.82\|19.08\|17.82\|335078;2026-04-28\|17.31\|-6.23\|18.14\|18.42\|17.21\|249052;2026-04-29\|17.62\|1.79\|17.49\|17.74\|16.90\|180471;2026-04-30\|16.81\|-4.60\|17.02\|17.58\|16.75\|171747;2026-05-06\|17.18\|2.20\|17.15\|17.34\|16.76\|166608;2026-05-07\|18.90\|10.01\|17.21\|18.90\|17.08\|176932;2026-05-08\|19.00\|0.53\|19.11\|19.39\|18.60\|300550;2026-05-11\|19.09\|0.47\|19.18\|19.60\|18.89\|266453;2026-05-12\|19.04\|-0.26\|19.09\|19.53\|18.75\|214626;2026-05-13\|19.88\|4.41\|19.02\|20.34\|18.81\|376564;2026-05-14\|19.76\|-0.60\|19.77\|20.60\|19.35\|374328;2026-05-15\|18.95\|-4.10\|19.76\|20.52\|18.85\|301795;2026-05-18\|17.73\|-6.44\|18.39\|18.86\|17.44\|320998;2026-05-19\|17.82\|0.51\|17.59\|18.39\|17.19\|178087;2026-05-20\|17.31\|-2.86\|17.71\|17.71\|17.04\|124064;2026-05-21\|16.16\|-6.64\|17.26\|17.80\|16.09\|210641;2026-05-22\|16.76\|3.71\|16.18\|16.90\|16.18\|125935;2026-05-25\|16.15\|-3.64\|16.81\|16.91\|15.78\|181710;2026-05-26\|15.62\|-3.28\|16.00\|16.14\|15.41\|104453;2026-05-27\|15.81\|1.22\|15.62\|16.66\|15.20\|160098;2026-05-28\|16.44\|3.98\|15.81\|17.06\|15.47\|170487;2026-05-29\|16.54\|0.61\|16.72\|17.38\|16.23\|243891;2026-06-01\|16.65\|0.67\|16.36\|17.20\|15.81\|169915;2026-06-02\|16.39\|-1.56\|16.52\|16.65\|15.96\|111092;2026-06-03\|16.22\|-1.04\|16.33\|16.98\|15.85\|124428;2026-06-04\|16.26\|0.25\|16.09\|16.65\|16.05\|110760;2026-06-05\|16.60\|2.09\|16.10\|16.83\|15.91\|149192;2026-06-08\|15.57\|-6.20\|16.13\|16.90\|15.30\|186332;2026-06-09\|15.74\|1.09\|15.55\|15.95\|15.47\|100510;2026-06-10\|15.00\|-4.70\|15.76\|15.76\|14.79\|119806;2026-06-11\|16.50\|10.00\|15.54\|16.50\|15.30\|148766;2026-06-12\|16.25\|-1.52\|16.01\|17.14\|16.01\|232521;2026-06-15\|16.29\|0.25\|16.24\|16.57\|16.11\|136452;2026-06-16\|17.03\|4.54\|16.55\|17.50\|16.23\|186276;2026-06-17\|16.75\|-1.64\|17.04\|17.23\|16.63\|134861;2026-06-18\|17.42\|4.00\|16.71\|17.80\|16.61\|183128;2026-06-22\|16.99\|-2.47\|17.25\|17.59\|16.50\|176934;2026-06-23\|16.69\|-1.77\|16.99\|17.35\|16.57\|135634;2026-06-24\|16.33\|-2.16\|16.65\|16.67\|16.01\|104158;2026-06-25\|15.70\|-3.86\|16.14\|16.29\|15.57\|108762;2026-06-26\|15.14\|-3.57\|15.55\|15.86\|15.14\|87770;2026-06-29\|15.37\|1.52\|15.20\|16.06\|14.77\|163972;2026-06-30\|14.98\|-2.54\|15.12\|15.36\|14.34\|160571;2026-07-01\|14.99\|0.07\|15.00\|15.54\|14.72\|120463;2026-07-02\|14.40\|-3.94\|14.72\|14.95\|14.36\|79923;2026-07-03\|14.60\|1.39\|14.45\|14.94\|14.32\|99200;2026-07-06\|14.22\|-2.60\|14.50\|14.89\|14.13\|68809;2026-07-07\|14.07\|-1.05\|14.25\|14.35\|13.72\|68652;2026-07-08\|13.49\|-4.12\|14.01\|14.01\|13.20\|99841;2026-07-09\|13.33\|-1.19\|13.35\|13.55\|12.99\|114944;2026-07-10\|13.30\|-0.23\|13.31\|13.65\|13.26\|68669
113988	燃气轮机产量缺口将长期存在	拟投资燃机项目+天然气发电+储能+清洁能源 1、据2026年6月11日公告，公司拟投资建设800MW级燃机项目，项目总投资额约36亿元。项目建设期约四年，主要收入为电价收入及容量电费收入，预计项目年均收入约29.3亿元，项目内部收益率IRR为7.59%。 2、据2025年年度报告，公司主营清洁能源发电，运营天然气电厂、风电及光伏项目，并加速推动网侧储能项目投运，7个电网侧储能项目纳入储备计划。 3、据2025年年度报告，公司积极拓展零碳园区、虚拟电厂等综合智慧能源服务，致力于成为清洁能源综合投资运营商。	公司拟36亿元投建800MW级燃机项目	2026-03-03\|3.65\|-3.18\|3.77\|3.79\|3.64\|183428;2026-03-04\|3.70\|1.37\|3.61\|3.76\|3.60\|156811;2026-03-05\|3.79\|2.43\|3.75\|3.86\|3.73\|234906;2026-03-06\|3.88\|2.37\|3.79\|3.96\|3.77\|228034;2026-03-09\|3.86\|-0.52\|3.86\|3.88\|3.74\|208513;2026-03-10\|4.03\|4.40\|3.86\|4.09\|3.84\|303697;2026-03-11\|3.99\|-0.99\|4.02\|4.04\|3.93\|216722;2026-03-12\|3.97\|-0.50\|4.00\|4.04\|3.95\|260187;2026-03-13\|3.95\|-0.50\|3.98\|4.02\|3.92\|181563;2026-03-16\|4.00\|1.27\|3.94\|4.03\|3.91\|182287;2026-03-17\|3.96\|-1.00\|4.02\|4.03\|3.95\|149799;2026-03-18\|3.96\|0.00\|3.96\|3.98\|3.88\|159062;2026-03-19\|3.82\|-3.54\|3.93\|3.95\|3.78\|178118;2026-03-20\|3.77\|-1.31\|3.85\|3.85\|3.76\|132375;2026-03-23\|3.48\|-7.69\|3.76\|3.76\|3.43\|308915;2026-03-24\|3.74\|7.47\|3.54\|3.74\|3.53\|271986;2026-03-25\|3.87\|3.48\|3.77\|3.89\|3.73\|197965;2026-03-26\|3.85\|-0.52\|3.85\|3.94\|3.83\|217768;2026-03-27\|3.93\|2.08\|3.87\|4.14\|3.80\|374668;2026-03-30\|3.88\|-1.27\|3.87\|3.93\|3.78\|227656;2026-03-31\|4.27\|10.05\|4.27\|4.27\|4.22\|1151436;2026-04-01\|3.95\|-7.49\|4.54\|4.54\|3.84\|2126483;2026-04-02\|3.56\|-9.87\|3.67\|3.81\|3.56\|1209222;2026-04-03\|3.32\|-6.74\|3.52\|3.57\|3.31\|730522;2026-04-07\|3.36\|1.20\|3.33\|3.42\|3.31\|431779;2026-04-08\|3.42\|1.79\|3.42\|3.46\|3.39\|437632;2026-04-09\|3.32\|-2.92\|3.36\|3.39\|3.29\|361257;2026-04-10\|3.31\|-0.30\|3.33\|3.35\|3.28\|340890;2026-04-13\|3.37\|1.81\|3.29\|3.39\|3.25\|322467;2026-04-14\|3.34\|-0.89\|3.37\|3.39\|3.29\|244942;2026-04-15\|3.26\|-2.40\|3.34\|3.34\|3.24\|296249;2026-04-16\|3.26\|0.00\|3.23\|3.28\|3.22\|186171;2026-04-17\|3.20\|-1.84\|3.27\|3.27\|3.18\|199732;2026-04-20\|3.26\|1.88\|3.20\|3.26\|3.17\|172538;2026-04-21\|3.25\|-0.31\|3.26\|3.28\|3.18\|194193;2026-04-22\|3.21\|-1.23\|3.23\|3.24\|3.19\|150889;2026-04-23\|3.22\|0.31\|3.22\|3.23\|3.18\|198127;2026-04-24\|3.19\|-0.93\|3.20\|3.25\|3.16\|235566;2026-04-27\|3.21\|0.63\|3.17\|3.22\|3.14\|187537;2026-04-28\|3.20\|-0.31\|3.21\|3.22\|3.17\|153415;2026-04-29\|3.22\|0.62\|3.18\|3.24\|3.17\|208016;2026-04-30\|3.21\|-0.31\|3.23\|3.24\|3.18\|165180;2026-05-06\|3.22\|0.31\|3.20\|3.23\|3.19\|187717;2026-05-07\|3.29\|2.17\|3.23\|3.32\|3.20\|330129;2026-05-08\|3.39\|3.04\|3.29\|3.42\|3.27\|412105;2026-05-11\|3.43\|1.18\|3.39\|3.47\|3.36\|392449;2026-05-12\|3.37\|-1.75\|3.44\|3.45\|3.34\|305835;2026-05-13\|3.47\|2.97\|3.37\|3.54\|3.35\|624466;2026-05-14\|3.30\|-4.90\|3.49\|3.50\|3.30\|443016;2026-05-15\|3.28\|-0.61\|3.30\|3.38\|3.21\|439495;2026-05-18\|3.25\|-0.91\|3.26\|3.27\|3.20\|219344;2026-05-19\|3.40\|4.62\|3.25\|3.44\|3.22\|372107;2026-05-20\|3.30\|-2.94\|3.37\|3.40\|3.26\|257774;2026-05-21\|3.18\|-3.64\|3.30\|3.31\|3.16\|276341;2026-05-22\|3.21\|0.94\|3.18\|3.26\|3.15\|155815;2026-05-25\|3.28\|2.18\|3.20\|3.34\|3.19\|239911;2026-05-26\|3.44\|4.88\|3.28\|3.53\|3.23\|534487;2026-05-27\|3.43\|0.00\|3.40\|3.51\|3.37\|401508;2026-05-28\|3.51\|2.33\|3.43\|3.58\|3.40\|455915;2026-05-29\|3.46\|-1.42\|3.49\|3.58\|3.44\|430288;2026-06-01\|3.42\|-1.16\|3.45\|3.46\|3.35\|311056;2026-06-02\|3.41\|-0.29\|3.41\|3.44\|3.35\|254048;2026-06-03\|3.37\|-1.17\|3.42\|3.42\|3.32\|273649;2026-06-04\|3.38\|0.30\|3.35\|3.55\|3.35\|293405;2026-06-05\|3.24\|-4.14\|3.35\|3.46\|3.22\|349311;2026-06-08\|3.19\|-1.54\|3.18\|3.28\|3.16\|241067;2026-06-09\|3.16\|-0.94\|3.22\|3.22\|3.11\|185444;2026-06-10\|3.04\|-3.80\|3.16\|3.16\|3.01\|273497;2026-06-11\|3.34\|9.87\|3.34\|3.34\|3.34\|164146;2026-06-12\|3.34\|0.00\|3.64\|3.64\|3.30\|711681;2026-06-15\|3.24\|-2.99\|3.27\|3.32\|3.18\|454229;2026-06-16\|3.15\|-2.78\|3.24\|3.27\|3.15\|318316;2026-06-17\|3.11\|-1.27\|3.12\|3.16\|3.07\|218796;2026-06-18\|3.07\|-1.29\|3.12\|3.12\|3.05\|147558;2026-06-22\|3.08\|0.33\|3.07\|3.13\|2.95\|242989;2026-06-23\|3.03\|-1.62\|3.05\|3.12\|3.02\|163312;2026-06-24\|2.99\|-1.32\|3.02\|3.04\|2.97\|126803;2026-06-25\|2.93\|-2.01\|3.01\|3.08\|2.93\|169664;2026-06-26\|2.90\|-1.02\|2.93\|2.96\|2.88\|132328;2026-06-29\|3.03\|4.48\|2.90\|3.05\|2.81\|247565;2026-06-30\|2.99\|-1.32\|3.00\|3.02\|2.96\|117349;2026-07-01\|3.03\|1.34\|2.99\|3.05\|2.96\|121529;2026-07-02\|3.01\|-0.66\|3.06\|3.11\|3.00\|122541;2026-07-03\|3.00\|-0.33\|2.99\|3.04\|2.98\|124118;2026-07-06\|2.92\|-2.67\|2.99\|3.01\|2.91\|134083;2026-07-07\|2.87\|-1.71\|2.91\|2.92\|2.86\|94547;2026-07-08\|2.81\|-2.09\|2.85\|2.87\|2.81\|113454;2026-07-09\|2.83\|0.71\|2.81\|2.85\|2.74\|97580;2026-07-10\|2.86\|1.06\|2.83\|2.88\|2.77\|108896
113987	行业估值处于历史低位	家电+人形机器人+AI智慧家庭 1、公司的主营业务是冰箱、家用空调、中央空调、冷柜、洗衣机、厨房电器等电器产品以及汽车空调压缩机及综合热管理系统的研发、制造和营销。 2、据2025年8月20日人民网，海信与福耀科技大学共建“未来工厂与具身智能机器人联合创新中心”，推动具身智能技术在制造场景落地。 3、据2026年3月31日年报，公司打造星海模型矩阵，推出空气、美食、洗护三大AI智能体，实现“服务找人”的主动服务模式，覆盖空调、冰箱、洗衣机核心家电。	中国大型的白电产品制造企业之一，多联机中央空调行业领先，冰箱业务市占率行业第二	2026-03-03\|23.03\|-1.24\|23.35\|23.55\|22.95\|89776;2026-03-04\|22.65\|-1.65\|22.91\|22.98\|22.56\|69419;2026-03-05\|22.85\|0.88\|22.98\|22.98\|22.70\|47394;2026-03-06\|23.15\|1.31\|22.85\|23.18\|22.79\|50749;2026-03-09\|22.79\|-1.56\|23.10\|23.10\|22.60\|75536;2026-03-10\|23.08\|1.27\|22.92\|23.10\|22.85\|54352;2026-03-11\|22.98\|-0.43\|23.10\|23.10\|22.91\|71443;2026-03-12\|22.45\|-2.31\|22.97\|23.03\|22.42\|124903;2026-03-13\|22.64\|0.85\|22.45\|22.77\|22.40\|108973;2026-03-16\|22.72\|0.35\|22.70\|22.74\|22.44\|50604;2026-03-17\|23.04\|1.41\|22.80\|23.22\|22.75\|93192;2026-03-18\|22.96\|-0.35\|23.04\|23.10\|22.85\|50433;2026-03-19\|22.51\|-1.96\|22.87\|22.96\|22.45\|60272;2026-03-20\|22.30\|-0.93\|22.56\|22.68\|22.18\|72588;2026-03-23\|21.17\|-5.07\|21.86\|22.01\|21.03\|147576;2026-03-24\|21.69\|2.46\|21.39\|21.75\|21.20\|77048;2026-03-25\|22.50\|3.73\|21.70\|22.58\|21.67\|107186;2026-03-26\|22.48\|-0.09\|22.58\|22.93\|22.41\|68134;2026-03-27\|22.23\|-1.11\|22.22\|22.38\|21.93\|68299;2026-03-30\|21.37\|-3.87\|21.94\|21.95\|21.26\|127522;2026-03-31\|21.54\|0.80\|21.24\|22.02\|21.22\|145695;2026-04-01\|22.35\|3.76\|21.69\|22.75\|21.68\|199116;2026-04-02\|21.82\|-2.37\|22.31\|22.35\|21.73\|117152;2026-04-03\|21.51\|-1.42\|21.88\|21.92\|21.40\|53938;2026-04-07\|21.37\|-0.65\|21.59\|21.65\|21.23\|44271;2026-04-08\|22.03\|3.09\|21.65\|22.13\|21.65\|97644;2026-04-09\|22.03\|0.00\|21.82\|22.30\|21.79\|85678;2026-04-10\|22.25\|1.00\|22.05\|22.53\|22.05\|79165;2026-04-13\|21.98\|-1.21\|22.02\|22.32\|21.93\|66900;2026-04-14\|22.09\|0.50\|22.08\|22.15\|21.88\|51143;2026-04-15\|22.55\|2.08\|22.50\|22.78\|22.00\|115789;2026-04-16\|22.87\|1.42\|22.56\|22.95\|22.42\|86604;2026-04-17\|22.46\|-1.79\|22.82\|22.82\|22.38\|65561;2026-04-20\|22.50\|0.18\|22.50\|22.59\|22.36\|39802;2026-04-21\|22.60\|0.44\|22.58\|22.85\|22.43\|50315;2026-04-22\|22.59\|-0.04\|22.59\|22.67\|22.42\|42254;2026-04-23\|22.49\|-0.44\|22.47\|22.77\|22.31\|49189;2026-04-24\|22.51\|0.09\|22.45\|22.84\|22.08\|81928;2026-04-27\|22.48\|-0.13\|22.46\|22.75\|22.35\|50317;2026-04-28\|22.72\|1.07\|22.40\|22.78\|22.33\|99421;2026-04-29\|23.53\|3.57\|22.70\|23.85\|22.68\|188137;2026-04-30\|24.03\|2.12\|23.50\|24.29\|23.45\|151916;2026-05-06\|24.26\|0.96\|24.03\|24.31\|23.83\|130879;2026-05-07\|24.24\|-0.08\|24.28\|24.67\|24.16\|84301;2026-05-08\|24.61\|1.53\|24.23\|24.78\|24.10\|119349;2026-05-11\|24.74\|0.53\|24.57\|25.03\|24.27\|117904;2026-05-12\|24.50\|-0.97\|24.70\|24.72\|24.06\|108263;2026-05-13\|24.03\|-1.92\|24.46\|24.67\|23.81\|99292;2026-05-14\|23.56\|-1.96\|24.03\|24.05\|23.50\|82119;2026-05-15\|24.46\|3.82\|23.70\|24.64\|23.59\|145643;2026-05-18\|24.06\|-1.64\|24.47\|24.66\|23.91\|96529;2026-05-19\|24.45\|1.62\|24.06\|24.66\|23.96\|100434;2026-05-20\|24.55\|0.41\|24.45\|24.78\|24.07\|84865;2026-05-21\|24.21\|-1.38\|24.63\|24.86\|24.17\|73116;2026-05-22\|24.11\|-0.41\|24.21\|24.29\|23.88\|54662;2026-05-25\|24.95\|3.48\|24.05\|25.18\|23.74\|144439;2026-05-26\|24.57\|-1.52\|24.81\|24.94\|24.42\|73403;2026-05-27\|24.54\|-0.12\|24.59\|24.89\|24.20\|68512;2026-05-28\|24.08\|-1.87\|24.55\|24.55\|23.75\|65390;2026-05-29\|24.66\|2.41\|24.25\|25.04\|23.87\|124960;2026-06-01\|25.18\|2.11\|24.28\|25.28\|23.95\|144226;2026-06-02\|26.66\|5.88\|25.90\|26.89\|25.77\|248685;2026-06-03\|26.55\|-0.41\|26.30\|27.00\|26.00\|175794;2026-06-04\|26.55\|0.00\|26.29\|27.04\|26.13\|133339;2026-06-05\|26.73\|0.68\|26.68\|27.50\|26.60\|150273;2026-06-08\|26.79\|0.22\|26.33\|27.50\|26.23\|162780;2026-06-09\|26.73\|-0.22\|26.78\|27.42\|26.36\|121914;2026-06-10\|26.64\|-0.34\|26.55\|26.94\|26.30\|85320;2026-06-11\|29.30\|9.98\|26.50\|29.30\|26.37\|323248;2026-06-12\|28.70\|-2.05\|31.16\|31.80\|28.67\|511734;2026-06-15\|28.47\|-0.80\|28.56\|28.69\|27.06\|309730;2026-06-16\|28.31\|-0.56\|28.34\|29.39\|27.39\|211556;2026-06-17\|27.88\|-1.52\|28.23\|28.35\|27.69\|150669;2026-06-18\|26.94\|-3.37\|27.50\|27.86\|26.93\|124997;2026-06-22\|26.90\|-0.15\|26.90\|27.09\|26.33\|129957;2026-06-23\|26.91\|0.04\|26.76\|27.61\|26.53\|110895;2026-06-24\|27.16\|0.93\|27.00\|27.29\|26.02\|121754;2026-06-25\|27.41\|0.92\|27.10\|27.96\|26.70\|164290;2026-06-26\|26.48\|-3.39\|27.30\|27.30\|26.20\|109158;2026-06-29\|27.90\|5.36\|27.03\|28.13\|26.48\|228225;2026-06-30\|27.32\|-2.08\|27.58\|27.97\|27.00\|137884;2026-07-01\|26.86\|-1.68\|27.32\|27.43\|25.50\|186603;2026-07-02\|26.24\|-2.31\|26.70\|27.38\|25.68\|159391;2026-07-03\|26.33\|0.34\|26.20\|27.18\|25.85\|135846;2026-07-06\|26.37\|0.15\|26.10\|26.67\|25.84\|106354;2026-07-07\|25.92\|-1.71\|26.30\|26.68\|25.80\|84194;2026-07-08\|25.38\|-2.08\|25.88\|26.13\|25.25\|88095;2026-07-09\|24.82\|-2.21\|25.24\|25.34\|24.69\|80771;2026-07-10\|24.78\|-0.16\|24.82\|25.37\|24.70\|80590
113986	行业估值处于历史低位	间接参股宇树科技+集成厨电龙头+品牌战略升级 1、据2026年6月4日互动易，公司参股的基金杭州红杉晟恒股权投资合伙企业有限合伙通过其对外投资，间接持有宇树科技的股权，形成机器人概念关联，但上述投资仅为财务性投资，穿透后持股比例极低，不会对公司生产经营和业绩产生重大影响。 2、据2025年年度报告，公司主营集成灶、集成洗碗机等集成厨电产品，2025年核心产品集成灶实现营收64,590.82万元，占总营收的83.83%，连续多年稳居集成厨电行业营业收入首位，细分行业龙头地位稳固。 3、据2026年5月15日投资者关系活动记录表，公司2025年完成品牌战略升级，由“火星人集成灶”更名为“火星人集成厨电”，定位“集成厨电专家”，向厨电全品类延伸；2026年公司将围绕集成烹饪中心、集成净洗中心等丰富产品矩阵，并持续探索老厨房改造业务与海外市场。	国内集成灶行业知名企业；参股的北京星动纪元科技有限公司和戴盟（深圳）机器人科技有限公司，专注研发和生产真正可商用的多系列通用仿人机器人产品	2026-03-03\|10.85\|-3.30\|11.23\|11.39\|10.84\|58091;2026-03-04\|10.81\|-0.37\|10.74\|10.99\|10.72\|34999;2026-03-05\|10.90\|0.83\|11.03\|11.08\|10.86\|29395;2026-03-06\|11.15\|2.29\|10.88\|11.16\|10.85\|26416;2026-03-09\|11.06\|-0.81\|10.98\|11.08\|10.81\|24449;2026-03-10\|11.22\|1.45\|11.15\|11.22\|11.06\|25920;2026-03-11\|11.21\|-0.09\|11.21\|11.36\|11.14\|29175;2026-03-12\|11.18\|-0.27\|11.18\|11.55\|11.15\|34599;2026-03-13\|11.48\|2.68\|11.16\|11.80\|11.08\|98728;2026-03-16\|11.28\|-1.74\|11.32\|11.45\|11.18\|51151;2026-03-17\|11.08\|-1.77\|11.24\|11.38\|11.08\|36717;2026-03-18\|11.24\|1.44\|11.09\|11.25\|11.03\|29274;2026-03-19\|10.92\|-2.85\|11.18\|11.31\|10.88\|36942;2026-03-20\|10.52\|-3.66\|10.93\|10.99\|10.51\|49311;2026-03-23\|10.76\|2.28\|10.51\|11.20\|10.37\|92373;2026-03-24\|10.80\|0.37\|10.81\|10.98\|10.54\|63178;2026-03-25\|10.73\|-0.65\|10.75\|10.90\|10.65\|45072;2026-03-26\|10.38\|-3.26\|10.66\|10.82\|10.36\|45339;2026-03-27\|10.69\|2.99\|10.31\|10.90\|10.17\|59660;2026-03-30\|10.53\|-1.50\|10.46\|10.60\|10.34\|38324;2026-03-31\|10.32\|-1.99\|10.53\|10.68\|10.32\|39247;2026-04-01\|10.42\|0.97\|10.56\|10.57\|10.34\|32811;2026-04-02\|10.09\|-3.17\|10.42\|10.47\|10.03\|41436;2026-04-03\|9.74\|-3.47\|10.10\|10.16\|9.73\|39120;2026-04-07\|9.81\|0.72\|9.84\|9.88\|9.71\|26860;2026-04-08\|10.16\|3.57\|9.94\|10.16\|9.90\|38589;2026-04-09\|9.82\|-3.35\|10.05\|10.11\|9.82\|42509;2026-04-10\|9.97\|1.53\|9.88\|10.09\|9.85\|38100;2026-04-13\|9.99\|0.20\|9.88\|10.13\|9.86\|32265;2026-04-14\|10.10\|1.10\|10.05\|10.13\|9.90\|35784;2026-04-15\|9.98\|-1.19\|10.11\|10.13\|9.96\|28749;2026-04-16\|10.20\|2.20\|10.02\|10.23\|9.94\|39855;2026-04-17\|9.92\|-2.75\|10.18\|10.18\|9.86\|42968;2026-04-20\|9.87\|-0.50\|9.91\|9.99\|9.82\|29771;2026-04-21\|9.98\|1.11\|9.85\|10.15\|9.82\|44582;2026-04-22\|9.84\|-1.40\|9.99\|9.99\|9.76\|42219;2026-04-23\|10.04\|2.03\|9.80\|10.35\|9.78\|69577;2026-04-24\|10.11\|0.70\|10.00\|10.31\|9.98\|57612;2026-04-27\|10.36\|2.47\|10.11\|10.38\|10.00\|56603;2026-04-28\|10.43\|0.68\|10.26\|10.60\|10.23\|68781;2026-04-29\|10.40\|-0.29\|10.32\|10.54\|10.31\|45206;2026-04-30\|10.46\|0.58\|10.36\|10.56\|10.33\|32451;2026-05-06\|10.35\|-1.05\|10.50\|10.58\|10.30\|46230;2026-05-07\|10.44\|0.87\|10.35\|10.66\|10.35\|45385;2026-05-08\|10.60\|1.53\|10.45\|10.63\|10.42\|42306;2026-05-11\|10.71\|1.04\|10.62\|10.77\|10.55\|36691;2026-05-12\|10.42\|-2.71\|10.71\|10.78\|10.41\|39475;2026-05-13\|10.35\|-0.67\|10.40\|10.47\|10.32\|31483;2026-05-14\|10.19\|-1.55\|10.40\|10.45\|10.18\|45643;2026-05-15\|10.25\|0.59\|10.36\|10.42\|10.15\|38395;2026-05-18\|10.17\|-0.78\|10.17\|10.23\|9.96\|38465;2026-05-19\|10.58\|4.03\|10.15\|10.84\|10.15\|79852;2026-05-20\|10.41\|-1.61\|10.45\|10.48\|10.23\|48543;2026-05-21\|10.29\|-1.15\|10.44\|10.78\|10.23\|56597;2026-05-22\|10.03\|-2.53\|10.29\|10.39\|9.96\|65469;2026-05-25\|10.05\|0.20\|10.09\|10.28\|9.90\|54273;2026-05-26\|9.85\|-1.99\|9.93\|10.28\|9.60\|62365;2026-05-27\|9.36\|-4.97\|9.83\|9.83\|9.29\|69958;2026-05-28\|9.18\|-1.92\|9.35\|9.36\|8.93\|57575;2026-05-29\|9.08\|-1.09\|9.15\|9.35\|9.05\|51232;2026-06-01\|9.43\|3.85\|9.08\|9.49\|9.02\|48548;2026-06-02\|9.14\|-3.08\|9.42\|9.52\|9.10\|41608;2026-06-03\|8.83\|-3.39\|9.13\|9.16\|8.77\|49293;2026-06-04\|8.72\|-1.25\|8.78\|8.87\|8.62\|39473;2026-06-05\|8.91\|2.18\|8.73\|9.06\|8.60\|42640;2026-06-08\|8.77\|-1.57\|8.75\|8.97\|8.61\|46970;2026-06-09\|9.21\|5.02\|8.87\|9.65\|8.76\|102216;2026-06-10\|9.48\|2.93\|9.10\|9.93\|8.99\|121990;2026-06-11\|11.38\|20.04\|9.36\|11.38\|9.25\|246065;2026-06-12\|11.91\|4.66\|11.39\|12.06\|11.17\|367795;2026-06-15\|10.87\|-8.73\|11.70\|11.80\|10.74\|279091;2026-06-16\|10.99\|1.10\|10.84\|11.10\|10.58\|199020;2026-06-17\|11.85\|7.83\|10.71\|11.99\|10.65\|259517;2026-06-18\|12.04\|1.60\|11.70\|12.49\|11.53\|224646;2026-06-22\|11.64\|-3.32\|11.90\|12.15\|11.50\|144012;2026-06-23\|11.42\|-1.89\|11.58\|11.77\|11.41\|97113;2026-06-24\|11.43\|0.09\|11.38\|11.58\|11.16\|94787;2026-06-25\|10.98\|-3.94\|11.45\|12.08\|10.81\|180245;2026-06-26\|10.57\|-3.73\|10.77\|11.17\|10.49\|104922;2026-06-29\|11.72\|10.88\|10.53\|12.16\|10.26\|253985;2026-06-30\|12.56\|7.17\|11.65\|12.94\|11.45\|242643;2026-07-01\|12.22\|-2.71\|12.51\|12.92\|12.19\|143540;2026-07-02\|12.20\|-0.16\|12.10\|12.70\|11.97\|123951;2026-07-03\|12.45\|2.05\|12.19\|12.66\|11.97\|158624;2026-07-06\|12.53\|0.64\|12.56\|13.11\|12.45\|172862;2026-07-07\|12.61\|0.64\|12.54\|13.15\|12.45\|157904;2026-07-08\|12.13\|-3.81\|12.37\|12.67\|12.00\|107145;2026-07-09\|12.33\|1.65\|12.15\|12.42\|11.83\|96578;2026-07-10\|12.33\|0.00\|12.15\|12.75\|11.99\|109933
113985	行业估值处于历史低位	生猪养殖+养鸡+人形机器人行业原因： 6月1日，鸡蛋期货主力合约触及涨停，涨幅6%，报4391元/500千克。南华期货指出，周末期间，全国鸡蛋现货价格延续涨势，主产区均价已站上4.85元/斤。公司原因： 1、据2026年1月5日投资者关系活动记录表，公司于2025年12月30日董事会审议批准，拟通过增资扩股、受让老股等方式取得江苏汇博机器人技术股份有限公司控制权，标的公司具备人形机器人技术与产品积淀，已发布第一代轮足双臂机器人及四足机器人产品；据2026年4月30日投资者关系活动记录表，公司拟于该领域开展战略布局，积极培育新的业绩增长点。 2、公司的主营业务是生猪养殖与销售；饲料生产与销售；种鸡、肉鸡养殖与销售；房地产开发等。据2025年年度报告及2026年4月30日投资者关系活动记录表，2025年生猪出栏231.29万头，养殖业务营收37.66亿元；公司采用“楼宇聚落式+6750自繁自养一体化”智能养殖模式，2026年3月养殖完全成本约13.3元/kg，2026年完全成本目标为12元/kg左右。	公司主营业务包括生猪养殖与销售、饲料生产与销售、种鸡与肉鸡养殖与销售等	2026-03-03\|17.41\|-3.12\|18.16\|18.16\|17.40\|101289;2026-03-04\|17.35\|-0.34\|17.20\|17.65\|17.17\|58442;2026-03-05\|17.69\|1.96\|17.60\|17.79\|17.42\|64156;2026-03-06\|18.36\|3.79\|17.63\|18.39\|17.44\|94431;2026-03-09\|18.70\|1.85\|18.25\|19.21\|18.10\|129584;2026-03-10\|19.19\|2.62\|18.63\|19.75\|18.48\|168388;2026-03-11\|19.54\|1.82\|19.20\|19.95\|19.20\|143978;2026-03-12\|20.21\|3.43\|19.55\|20.36\|19.40\|196469;2026-03-13\|20.81\|2.97\|20.34\|21.77\|20.32\|219144;2026-03-16\|20.16\|-3.12\|21.00\|21.22\|19.90\|157605;2026-03-17\|19.36\|-3.97\|20.29\|20.49\|19.30\|134647;2026-03-18\|21.30\|10.02\|19.50\|21.30\|19.50\|141415;2026-03-19\|21.40\|0.47\|21.92\|22.00\|20.76\|291631;2026-03-20\|20.41\|-4.63\|21.23\|21.65\|20.31\|188970;2026-03-23\|19.40\|-4.95\|20.21\|20.21\|19.10\|177440;2026-03-24\|19.92\|2.68\|19.68\|19.96\|19.23\|117269;2026-03-25\|19.68\|-1.20\|19.90\|20.15\|19.55\|94720;2026-03-26\|20.00\|1.63\|19.67\|20.29\|19.53\|123423;2026-03-27\|20.55\|2.75\|19.81\|20.95\|19.11\|157131;2026-03-30\|22.61\|10.02\|20.71\|22.61\|20.50\|391152;2026-03-31\|23.66\|4.64\|23.30\|24.24\|23.06\|375302;2026-04-01\|21.29\|-10.02\|23.32\|23.37\|21.29\|154018;2026-04-02\|19.16\|-10.00\|20.00\|20.60\|19.16\|136262;2026-04-03\|17.24\|-10.02\|17.88\|18.20\|17.24\|393553;2026-04-07\|16.16\|-6.26\|16.54\|16.70\|16.08\|313674;2026-04-08\|16.61\|2.78\|16.25\|16.95\|16.21\|263265;2026-04-09\|15.67\|-5.66\|16.22\|16.29\|15.57\|261045;2026-04-10\|15.35\|-2.04\|15.75\|15.90\|15.31\|190095;2026-04-13\|15.40\|0.33\|15.13\|15.52\|15.02\|148159;2026-04-14\|15.66\|1.69\|15.30\|15.68\|15.06\|205345;2026-04-15\|15.55\|-0.70\|15.64\|15.74\|15.28\|164535;2026-04-16\|15.39\|-1.03\|15.53\|15.63\|15.31\|117768;2026-04-17\|14.86\|-3.44\|15.35\|15.35\|14.60\|181824;2026-04-20\|15.02\|1.08\|14.82\|15.09\|14.75\|122476;2026-04-21\|14.95\|-0.47\|15.06\|15.21\|14.84\|128310;2026-04-22\|14.78\|-1.14\|14.90\|15.10\|14.73\|124008;2026-04-23\|14.55\|-1.56\|14.66\|14.75\|14.41\|113885;2026-04-24\|14.24\|-2.13\|14.55\|14.55\|14.06\|121836;2026-04-27\|13.94\|-2.11\|14.08\|14.18\|13.78\|121749;2026-04-28\|14.19\|1.79\|14.03\|14.24\|14.00\|121533;2026-04-29\|14.72\|3.73\|14.16\|14.85\|14.12\|168926;2026-04-30\|14.74\|0.14\|14.50\|14.94\|14.31\|116058;2026-05-06\|14.67\|-0.47\|14.75\|14.98\|14.50\|124337;2026-05-07\|14.94\|1.84\|14.63\|15.11\|14.57\|144783;2026-05-08\|15.04\|0.67\|14.95\|15.25\|14.81\|135478;2026-05-11\|15.16\|0.80\|15.04\|15.34\|14.93\|136809;2026-05-12\|14.87\|-1.91\|15.10\|15.11\|14.77\|89779;2026-05-13\|14.58\|-1.95\|14.80\|14.95\|14.56\|100793;2026-05-14\|14.62\|0.27\|14.71\|14.90\|14.56\|112242;2026-05-15\|14.34\|-1.92\|14.51\|14.56\|14.26\|87811;2026-05-18\|13.96\|-2.65\|14.30\|14.35\|13.90\|79018;2026-05-19\|14.51\|3.94\|14.00\|14.66\|13.85\|127676;2026-05-20\|14.25\|-1.79\|14.40\|14.56\|14.07\|70596;2026-05-21\|13.68\|-4.00\|14.24\|14.31\|13.59\|86034;2026-05-22\|13.61\|-0.51\|13.77\|13.87\|13.51\|64266;2026-05-25\|13.42\|-1.40\|13.67\|13.83\|13.33\|77879;2026-05-26\|13.28\|-1.04\|13.44\|13.45\|13.10\|63216;2026-05-27\|12.85\|-3.24\|13.27\|13.45\|12.71\|83326;2026-05-28\|12.66\|-1.48\|12.90\|12.98\|12.45\|71867;2026-05-29\|12.54\|-0.95\|12.66\|12.80\|12.43\|83879;2026-06-01\|13.79\|9.97\|12.80\|13.79\|12.70\|82743;2026-06-02\|13.96\|1.23\|13.85\|14.56\|13.58\|287574;2026-06-03\|14.39\|3.08\|13.89\|14.41\|13.50\|193061;2026-06-04\|14.57\|1.25\|14.29\|14.79\|14.20\|173493;2026-06-05\|14.10\|-3.23\|14.43\|14.66\|13.87\|174912;2026-06-08\|14.74\|4.54\|14.00\|15.15\|13.88\|216827;2026-06-09\|16.21\|9.97\|15.20\|16.21\|14.89\|292064;2026-06-10\|17.83\|9.99\|17.63\|17.83\|17.02\|296301;2026-06-11\|19.61\|9.98\|18.95\|19.61\|17.76\|291414;2026-06-12\|18.91\|-3.57\|19.39\|21.18\|18.90\|821956;2026-06-15\|17.37\|-8.14\|19.53\|20.45\|17.10\|489856;2026-06-16\|19.11\|10.02\|16.90\|19.11\|16.30\|286015;2026-06-17\|19.13\|0.10\|19.11\|19.78\|18.40\|416360;2026-06-18\|18.86\|-1.41\|19.05\|19.49\|17.84\|315713;2026-06-22\|20.75\|10.02\|19.11\|20.75\|19.08\|467371;2026-06-23\|20.66\|-0.43\|21.12\|21.78\|20.33\|444975;2026-06-24\|20.28\|-1.84\|20.76\|21.50\|20.08\|280884;2026-06-25\|22.31\|10.01\|20.59\|22.31\|20.30\|299833;2026-06-26\|21.73\|-2.60\|22.78\|22.94\|21.11\|315360;2026-06-29\|21.21\|-2.39\|21.81\|22.30\|20.51\|252256;2026-06-30\|22.09\|4.15\|19.09\|22.39\|19.09\|321375;2026-07-01\|22.50\|1.86\|22.09\|22.84\|21.53\|210899;2026-07-02\|22.36\|-0.62\|22.50\|23.33\|22.13\|191477;2026-07-03\|21.24\|-5.01\|22.36\|22.36\|21.23\|190822;2026-07-06\|21.65\|1.93\|21.38\|22.22\|20.33\|320906;2026-07-07\|21.52\|-0.60\|21.37\|23.00\|21.24\|219996;2026-07-08\|21.85\|1.53\|21.43\|22.13\|21.11\|184154;2026-07-09\|21.91\|0.27\|21.53\|22.56\|21.12\|197179;2026-07-10\|24.10\|10.00\|22.48\|24.10\|22.44\|223503
113984		拟60亿元布局AIDC配电+多晶硅 1、据2026年6月4日公告，公司下属企业拟在昆山投资60亿元建设大全智慧能源系统制造基地项目，从事储能系统、固态变压器、固态断路器和固态电池等产品的研发、制造与销售。 2、据2026年6月4日公告，该项目定位为服务于智算中心AIDC的下一代供配电与智慧能源集成系统制造基地，切入AIDC配电高成长赛道。 3、据2025年年报及公司亮点，公司是国内领先的高纯多晶硅专业生产商之一，2025年多晶硅产量12.3万吨，产销率达103%。	公司拟投资60亿元建设大全智慧能源系统制造基地项目，切入服务于智算中心AIDC的下一代供配电领域，产品涵盖储能系统、固态变压器、固态断路器等，以培育新利润增长点	2026-03-03\|23.70\|-1.54\|23.86\|24.51\|23.40\|153705;2026-03-04\|22.94\|-3.21\|23.49\|23.49\|22.68\|120072;2026-03-05\|22.92\|-0.09\|23.19\|23.40\|22.80\|93066;2026-03-06\|23.01\|0.39\|22.66\|23.22\|22.49\|76048;2026-03-09\|23.39\|1.65\|22.74\|23.63\|22.57\|150474;2026-03-10\|23.43\|0.17\|23.30\|23.52\|23.10\|99542;2026-03-11\|23.69\|1.11\|23.31\|24.07\|23.20\|151304;2026-03-12\|24.05\|1.52\|23.51\|24.37\|23.31\|182431;2026-03-13\|23.80\|-1.04\|23.98\|24.50\|23.71\|168188;2026-03-16\|23.16\|-2.69\|23.86\|23.97\|23.09\|114044;2026-03-17\|23.00\|-0.69\|23.20\|23.75\|22.88\|100839;2026-03-18\|22.43\|-2.48\|23.00\|23.14\|22.20\|121961;2026-03-19\|22.22\|-0.94\|22.20\|22.60\|22.02\|96465;2026-03-20\|22.32\|0.45\|22.22\|23.33\|21.75\|167017;2026-03-23\|21.98\|-1.52\|22.34\|22.90\|21.75\|194717;2026-03-24\|22.00\|0.09\|22.21\|22.57\|21.25\|148953;2026-03-25\|21.84\|-0.73\|21.96\|22.11\|21.60\|119257;2026-03-26\|21.42\|-1.92\|21.75\|22.03\|21.40\|91510;2026-03-27\|21.85\|2.01\|21.02\|22.01\|21.02\|94105;2026-03-30\|21.68\|-0.78\|21.90\|22.03\|21.11\|140863;2026-03-31\|21.00\|-3.14\|21.45\|21.67\|20.83\|109076;2026-04-01\|21.02\|0.10\|21.17\|21.31\|20.68\|132530;2026-04-02\|20.64\|-1.81\|20.99\|21.14\|20.39\|112760;2026-04-03\|20.26\|-1.84\|20.50\|20.61\|20.11\|88014;2026-04-07\|20.29\|0.15\|20.20\|20.48\|20.03\|82222;2026-04-08\|20.89\|2.96\|20.54\|20.99\|20.42\|118360;2026-04-09\|20.42\|-2.25\|20.78\|20.78\|20.35\|77487;2026-04-10\|20.80\|1.86\|20.57\|21.03\|20.47\|102010;2026-04-13\|22.45\|7.93\|20.87\|23.33\|20.68\|307473;2026-04-14\|22.00\|-2.00\|22.03\|22.31\|21.73\|223864;2026-04-15\|21.90\|-0.45\|22.04\|22.22\|21.80\|121753;2026-04-16\|22.59\|3.15\|22.16\|22.77\|22.01\|167769;2026-04-17\|22.24\|-1.55\|22.35\|22.50\|22.07\|135413;2026-04-20\|23.28\|4.68\|22.35\|23.86\|22.10\|243172;2026-04-21\|23.22\|-0.26\|23.99\|24.83\|23.09\|276926;2026-04-22\|23.29\|0.30\|22.90\|23.68\|22.61\|203376;2026-04-23\|23.34\|0.21\|23.87\|24.30\|22.92\|287625;2026-04-24\|22.90\|-1.89\|23.22\|23.43\|22.61\|213659;2026-04-27\|22.56\|-1.48\|22.46\|22.70\|22.12\|135810;2026-04-28\|22.27\|-1.29\|22.43\|22.78\|22.14\|124020;2026-04-29\|22.96\|3.10\|22.11\|23.06\|21.91\|177063;2026-04-30\|22.25\|-3.09\|22.21\|22.49\|21.55\|247154;2026-05-06\|22.26\|0.04\|22.30\|22.65\|22.16\|197388;2026-05-07\|22.97\|3.19\|22.66\|23.61\|22.55\|283892;2026-05-08\|22.69\|-1.22\|22.50\|22.92\|22.36\|186275;2026-05-11\|22.93\|1.06\|22.51\|23.15\|22.50\|165906;2026-05-12\|22.30\|-2.75\|22.80\|23.04\|22.28\|185746;2026-05-13\|23.09\|3.54\|22.20\|23.22\|22.15\|206971;2026-05-14\|22.36\|-3.16\|23.32\|23.51\|22.33\|197726;2026-05-15\|21.19\|-5.23\|22.30\|22.50\|20.79\|267407;2026-05-18\|21.38\|0.90\|21.02\|21.59\|20.71\|153207;2026-05-19\|21.22\|-0.75\|21.23\|21.54\|20.70\|131918;2026-05-20\|21.49\|1.27\|21.02\|21.96\|20.94\|198073;2026-05-21\|20.35\|-5.30\|21.73\|22.18\|20.31\|183895;2026-05-22\|20.65\|1.47\|20.44\|20.81\|20.03\|147523;2026-05-25\|19.89\|-3.68\|20.45\|20.55\|19.75\|167857;2026-05-26\|19.52\|-1.86\|19.75\|19.95\|19.20\|152658;2026-05-27\|19.48\|-0.20\|19.65\|20.37\|19.14\|185897;2026-05-28\|19.41\|-0.36\|19.29\|19.44\|18.81\|147273;2026-05-29\|19.47\|0.31\|19.40\|20.50\|18.90\|273927;2026-06-01\|19.55\|0.41\|19.45\|19.93\|19.25\|200420;2026-06-02\|18.78\|-3.94\|19.54\|19.62\|18.46\|177602;2026-06-03\|18.72\|-0.32\|18.70\|19.07\|18.45\|132219;2026-06-04\|22.46\|19.98\|19.16\|22.46\|19.15\|511966;2026-06-05\|20.41\|-9.13\|22.19\|22.38\|20.31\|536620;2026-06-08\|20.88\|2.30\|20.32\|22.66\|20.32\|471920;2026-06-09\|20.43\|-2.16\|21.11\|21.20\|20.11\|242984;2026-06-10\|20.13\|-1.47\|20.00\|20.37\|19.25\|269437;2026-06-11\|21.91\|8.84\|20.51\|22.05\|20.51\|439770;2026-06-12\|20.95\|-4.38\|22.49\|23.06\|20.78\|457385;2026-06-15\|20.92\|-0.14\|20.35\|21.37\|20.01\|349247;2026-06-16\|21.02\|0.48\|20.75\|21.30\|20.34\|295861;2026-06-17\|19.97\|-5.00\|20.63\|20.70\|19.76\|311684;2026-06-18\|19.20\|-3.86\|19.69\|20.15\|19.15\|235667;2026-06-22\|19.89\|3.59\|19.33\|20.13\|18.83\|281252;2026-06-23\|18.92\|-4.88\|19.51\|19.69\|18.80\|224304;2026-06-24\|18.00\|-4.86\|18.99\|18.99\|17.77\|236555;2026-06-25\|17.79\|-1.17\|17.96\|18.27\|17.55\|185009;2026-06-26\|17.46\|-1.85\|17.77\|18.36\|17.46\|164476;2026-06-29\|17.25\|-1.20\|17.34\|17.59\|17.07\|148126;2026-06-30\|17.43\|1.04\|17.37\|17.60\|17.22\|142433;2026-07-01\|17.98\|3.16\|17.35\|18.30\|17.15\|179730;2026-07-02\|17.49\|-2.73\|17.89\|17.93\|17.48\|175551;2026-07-03\|17.16\|-1.89\|17.53\|17.68\|17.15\|124696;2026-07-06\|16.95\|-1.22\|17.09\|17.34\|16.92\|97988;2026-07-07\|16.96\|0.06\|17.08\|17.22\|16.92\|96858;2026-07-08\|16.06\|-5.31\|17.02\|17.05\|16.04\|145333;2026-07-09\|16.20\|0.87\|16.07\|16.28\|15.67\|135974;2026-07-10\|16.52\|1.98\|16.37\|17.00\|16.30\|14221572
113983		涨停揭秘：全资子公司签订超净资产300%服务器租赁协议，标志重整落地与业务重启，直接受益AI算力基建加速；涨停缘由：重整后首个重大订单+服务器租赁金额超最近一期净资产300%+租期5年锁定长期收益+AI算力需求爆发；资金逻辑：资金聚焦低位重整标的，订单公告催化强度高，机构与游资同步介入，量能放大突破平台；风险提示：订单执行周期长、回款不确定性高，公司历史财务压力大，短期盈利尚未兑现	全资子公司长沙悦云树拟签订《服务器租赁协议》，金额占最近一期经审计净资产300%以上，租期5年，为重整后首个重大订单	2026-03-03\|7.14\|-7.87\|7.70\|7.75\|7.08\|379034;2026-03-04\|7.49\|4.90\|6.98\|7.53\|6.96\|356082;2026-03-05\|7.74\|3.34\|7.57\|7.88\|7.57\|248379;2026-03-06\|8.71\|12.53\|7.86\|8.86\|7.86\|735726;2026-03-09\|8.85\|1.61\|8.91\|9.19\|8.54\|623426;2026-03-10\|9.22\|4.18\|8.85\|9.48\|8.83\|461008;2026-03-11\|9.25\|0.33\|9.22\|9.45\|9.10\|364761;2026-03-12\|9.36\|1.19\|9.21\|9.54\|9.05\|330573;2026-03-13\|9.28\|-0.85\|9.55\|9.73\|9.16\|391656;2026-03-16\|11.14\|20.04\|9.59\|11.14\|9.17\|1323244;2026-03-17\|10.40\|-6.64\|11.29\|11.80\|9.92\|1342633;2026-03-18\|11.01\|5.87\|10.57\|11.50\|9.76\|1104916;2026-03-19\|11.01\|0.00\|10.73\|11.37\|10.55\|780054;2026-03-20\|10.39\|-5.63\|11.20\|11.35\|10.17\|754490;2026-03-23\|10.38\|-0.10\|10.10\|10.88\|9.81\|749049;2026-03-24\|10.52\|1.35\|10.69\|10.77\|10.02\|653720;2026-03-25\|10.51\|-0.10\|10.55\|10.73\|10.37\|420829;2026-03-26\|10.18\|-3.14\|10.58\|10.67\|9.80\|690837;2026-03-27\|10.21\|0.29\|10.32\|11.11\|10.17\|940241;2026-03-30\|10.92\|6.95\|10.06\|11.22\|9.97\|1095322;2026-03-31\|10.00\|-8.42\|11.50\|11.53\|9.99\|1001308;2026-04-01\|10.25\|2.50\|10.20\|10.77\|9.82\|736279;2026-04-02\|9.37\|-8.59\|10.29\|10.38\|9.26\|891264;2026-04-03\|9.25\|-1.28\|9.20\|9.54\|8.73\|570554;2026-04-07\|9.74\|5.30\|9.60\|10.10\|9.05\|785952;2026-04-08\|11.69\|20.02\|10.66\|11.69\|10.30\|750311;2026-04-09\|11.90\|1.80\|12.13\|12.50\|11.42\|1620074;2026-04-10\|11.54\|-3.03\|11.78\|12.05\|11.50\|1046689;2026-04-13\|12.50\|8.32\|11.76\|12.95\|11.76\|1446685;2026-04-14\|12.49\|-0.08\|13.42\|13.49\|12.35\|1300285;2026-04-15\|12.65\|1.28\|12.56\|13.10\|12.18\|1077789;2026-04-16\|13.58\|7.35\|12.36\|14.40\|12.36\|1757117;2026-04-17\|13.69\|0.81\|13.51\|14.19\|13.40\|1157079;2026-04-20\|13.34\|-2.56\|13.37\|13.70\|12.90\|940312;2026-04-21\|12.83\|-3.82\|13.20\|13.29\|12.50\|718277;2026-04-22\|13.78\|7.40\|12.65\|14.13\|12.20\|1312258;2026-04-23\|13.18\|-4.35\|13.48\|14.05\|13.02\|901325;2026-04-24\|13.18\|0.00\|12.95\|13.47\|12.61\|729915;2026-04-27\|13.20\|0.15\|13.01\|13.58\|12.66\|768234;2026-04-28\|14.19\|7.50\|13.55\|14.20\|13.10\|1076104;2026-04-29\|17.03\|20.01\|14.00\|17.03\|14.00\|1905002;2026-04-30\|17.47\|2.58\|16.63\|17.50\|16.36\|1419421;2026-05-06\|20.90\|19.63\|18.00\|20.96\|17.77\|1414281;2026-05-07\|22.62\|8.23\|21.19\|24.88\|20.70\|1692099;2026-05-08\|23.24\|2.74\|23.01\|24.30\|22.20\|1194231;2026-05-11\|23.20\|-0.17\|22.99\|23.88\|22.53\|1201821;2026-05-12\|25.92\|11.72\|23.71\|26.49\|23.70\|1410180;2026-05-13\|25.57\|-1.35\|25.16\|26.18\|24.28\|1212055;2026-05-14\|26.35\|3.05\|25.57\|26.67\|24.72\|1193169;2026-05-15\|26.00\|-1.33\|26.20\|27.75\|25.08\|1274884;2026-05-18\|26.95\|3.65\|26.01\|27.46\|25.68\|984839;2026-05-19\|27.97\|3.78\|26.75\|28.21\|26.50\|893906;2026-05-20\|28.31\|1.22\|28.03\|28.80\|27.15\|808951;2026-05-21\|27.72\|-2.08\|29.00\|29.20\|27.18\|993357;2026-05-22\|30.90\|11.47\|28.24\|30.90\|28.03\|1177016;2026-05-25\|29.59\|-4.24\|31.20\|31.56\|25.00\|1479970;2026-05-26\|26.11\|-11.76\|28.93\|29.38\|24.50\|1311939;2026-05-27\|25.53\|-2.22\|26.41\|27.41\|25.25\|790519;2026-05-28\|28.27\|10.73\|25.49\|28.99\|24.95\|961110;2026-05-29\|27.66\|-2.16\|29.01\|30.00\|27.40\|742258;2026-06-01\|26.50\|-4.19\|27.04\|27.93\|26.21\|589263;2026-06-02\|24.98\|-5.74\|27.19\|27.19\|23.00\|820024;2026-06-03\|26.45\|5.88\|24.38\|26.68\|24.29\|742632;2026-06-04\|25.91\|-2.04\|26.45\|27.76\|25.90\|604100;2026-06-05\|25.51\|-1.54\|25.56\|26.43\|24.61\|483870;2026-06-08\|23.64\|-7.33\|23.61\|24.73\|23.03\|571486;2026-06-09\|23.69\|0.21\|24.00\|24.35\|23.10\|394922;2026-06-10\|23.99\|1.27\|23.51\|24.81\|22.59\|641901;2026-06-11\|27.11\|13.01\|24.11\|27.58\|24.07\|986077;2026-06-12\|26.07\|-3.84\|27.29\|27.91\|25.87\|676280;2026-06-15\|27.13\|4.07\|26.80\|28.42\|25.77\|900433;2026-06-16\|26.15\|-3.61\|26.99\|27.01\|25.56\|625177;2026-06-17\|28.38\|8.53\|25.89\|28.40\|25.60\|853513;2026-06-18\|28.68\|1.06\|28.63\|30.00\|27.62\|810945;2026-06-22\|31.29\|9.10\|28.70\|32.00\|28.70\|860016;2026-06-23\|30.11\|-3.77\|31.00\|31.70\|29.22\|706806;2026-06-24\|31.96\|6.14\|29.50\|32.19\|28.30\|864026;2026-06-25\|29.70\|-7.07\|32.32\|32.45\|29.19\|836826;2026-06-26\|28.15\|-5.22\|29.07\|30.20\|28.00\|529874;2026-06-29\|28.03\|-0.43\|28.89\|29.18\|27.00\|446252;2026-06-30\|28.95\|3.28\|28.08\|29.72\|27.68\|485378;2026-07-01\|28.85\|-0.35\|29.47\|29.92\|27.80\|488834;2026-07-02\|29.15\|1.04\|29.80\|31.70\|28.91\|837574;2026-07-03\|27.51\|-5.63\|28.03\|29.35\|26.80\|609696;2026-07-06\|24.90\|-9.49\|27.10\|27.10\|24.20\|667622;2026-07-07\|25.45\|2.21\|25.20\|25.80\|24.50\|349046;2026-07-08\|26.00\|2.16\|26.46\|27.33\|25.38\|580040;2026-07-09\|26.34\|1.31\|25.45\|27.25\|25.24\|524698;2026-07-10\|25.06\|-4.86\|26.00\|28.15\|25.02\|603890
113982		算力服务器材料+正交背板材料+有色合金+除权除息行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月28日互动易，H公司一直是我们的重要合作伙伴之一，在通讯基站、智能手机散热等多个领域都有深度的合作。公司的新材料在H公司的算力服务器有应用，包括高速连接器材料、引线框架、Socket基座及高速背板材料，一定会覆盖国产产业链。 2、据2026年5月18日互动易，公司的正交背板材料将应用于Rubin架构的算力服务器。关于下一代Rubin的散热材料，公司正在参与铜金刚石复合、3D打印、微通道等多种散热方案的研发。 3、据2025年年报，公司致力于高性能、高精度有色合金材料的研发、生产和销售，产品广泛应用于人工智能、半导体芯片、新能源汽车等领域，是全球有色合金行业引领材料研发数字化的龙头企业之一。 4、据2026年6月1日公告，公司10派0.410元分红于今日6月2日除权除息。	公司开发的高强高导高速连接器材料是目前算力服务器所用铜连接的核心材料	2026-03-03\|20.39\|0.00\|20.65\|21.19\|20.18\|339811;2026-03-04\|20.60\|1.03\|20.27\|21.14\|20.18\|304086;2026-03-05\|21.38\|3.79\|21.05\|21.48\|20.71\|347926;2026-03-06\|20.75\|-2.95\|21.17\|21.22\|20.06\|273600;2026-03-09\|20.20\|-2.65\|20.01\|20.38\|19.36\|251467;2026-03-10\|21.07\|4.31\|20.43\|21.50\|20.30\|326827;2026-03-11\|21.09\|0.09\|21.11\|21.35\|20.87\|213898;2026-03-12\|20.49\|-2.85\|21.02\|21.07\|20.38\|194597;2026-03-13\|20.14\|-1.71\|20.35\|20.55\|20.03\|148624;2026-03-16\|19.15\|-4.92\|20.00\|20.00\|19.06\|242797;2026-03-17\|18.85\|-1.57\|19.30\|19.39\|18.78\|167153;2026-03-18\|19.51\|3.50\|18.85\|19.72\|18.85\|202562;2026-03-19\|18.93\|-2.97\|19.20\|19.65\|18.86\|142468;2026-03-20\|18.92\|-0.05\|18.92\|19.24\|18.44\|164141;2026-03-23\|18.29\|-3.33\|18.56\|19.20\|18.10\|199685;2026-03-24\|18.44\|0.82\|18.62\|18.75\|17.84\|151277;2026-03-25\|18.96\|2.82\|18.66\|19.35\|18.63\|142119;2026-03-26\|18.44\|-2.74\|18.90\|18.96\|18.28\|112863;2026-03-27\|18.42\|-0.11\|18.11\|18.65\|17.80\|108328;2026-03-30\|18.45\|0.16\|18.18\|18.78\|18.11\|170067;2026-03-31\|18.06\|-2.11\|18.45\|18.47\|18.05\|98220;2026-04-01\|18.61\|3.05\|18.39\|18.62\|18.29\|120218;2026-04-02\|18.02\|-3.17\|18.61\|18.64\|17.86\|116251;2026-04-03\|17.77\|-1.39\|18.01\|18.21\|17.75\|83025;2026-04-07\|17.78\|0.06\|17.74\|18.10\|17.71\|73579;2026-04-08\|19.56\|10.01\|18.20\|19.56\|18.20\|327401;2026-04-09\|19.35\|-1.07\|19.42\|19.86\|19.33\|224811;2026-04-10\|20.06\|3.67\|19.55\|20.29\|19.53\|222867;2026-04-13\|20.11\|0.25\|19.87\|20.41\|19.83\|161665;2026-04-14\|20.02\|-0.45\|20.21\|20.31\|19.90\|144166;2026-04-15\|20.24\|1.10\|20.17\|20.49\|19.99\|162984;2026-04-16\|20.13\|-0.54\|20.23\|20.30\|20.02\|124121;2026-04-17\|20.24\|0.55\|20.03\|20.52\|20.03\|126059;2026-04-20\|20.54\|1.48\|20.17\|20.98\|20.17\|194201;2026-04-21\|20.47\|-0.34\|20.35\|20.80\|20.27\|130630;2026-04-22\|20.39\|-0.39\|20.29\|20.53\|20.05\|158737;2026-04-23\|20.13\|-1.28\|20.39\|20.58\|20.07\|133233;2026-04-24\|20.33\|0.99\|20.49\|20.51\|20.08\|123179;2026-04-27\|20.30\|-0.15\|20.32\|20.66\|20.20\|115106;2026-04-28\|18.27\|-10.00\|18.66\|19.27\|18.27\|436636;2026-04-29\|17.96\|-1.70\|18.25\|18.25\|17.68\|271339;2026-04-30\|17.51\|-2.51\|18.00\|18.25\|17.33\|230403;2026-05-06\|18.01\|2.86\|17.57\|18.19\|17.55\|174142;2026-05-07\|18.99\|5.44\|18.21\|19.12\|18.13\|252702;2026-05-08\|18.88\|-0.58\|18.90\|18.91\|18.52\|157349;2026-05-11\|19.31\|2.28\|19.11\|19.98\|18.79\|230744;2026-05-12\|19.38\|0.36\|19.33\|19.90\|19.20\|166540;2026-05-13\|19.96\|2.99\|19.38\|20.20\|19.27\|167150;2026-05-14\|19.75\|-1.05\|21.26\|21.26\|19.73\|403457;2026-05-15\|20.38\|3.19\|19.70\|21.16\|19.62\|345622;2026-05-18\|19.85\|-2.60\|20.31\|20.36\|19.59\|213193;2026-05-19\|20.70\|4.28\|20.20\|20.85\|19.66\|264239;2026-05-20\|20.62\|-0.39\|20.50\|20.95\|20.30\|167197;2026-05-21\|20.05\|-2.76\|20.65\|21.22\|19.90\|259660;2026-05-22\|21.26\|6.03\|20.25\|21.58\|20.06\|371764;2026-05-25\|21.55\|1.36\|21.54\|21.99\|21.27\|250737;2026-05-26\|21.87\|1.48\|21.60\|22.45\|21.26\|298506;2026-05-27\|21.30\|-2.61\|21.72\|22.25\|21.01\|239865;2026-05-28\|20.88\|-1.97\|21.25\|21.29\|20.59\|179271;2026-05-29\|19.77\|-5.32\|21.13\|21.30\|19.63\|243492;2026-06-01\|19.60\|-0.86\|19.72\|20.24\|19.30\|204022;2026-06-02\|21.52\|10.02\|19.61\|21.52\|19.56\|282745;2026-06-03\|22.66\|5.30\|21.68\|23.24\|21.60\|568941;2026-06-04\|23.30\|2.82\|23.60\|24.45\|22.58\|864462;2026-06-05\|24.78\|6.35\|23.01\|25.51\|22.31\|797279;2026-06-08\|23.44\|-5.41\|23.81\|24.29\|23.36\|480373;2026-06-09\|23.18\|-1.11\|23.72\|23.78\|22.79\|381943;2026-06-10\|22.46\|-3.11\|22.80\|23.17\|22.02\|356886;2026-06-11\|24.71\|10.02\|23.10\|24.71\|23.00\|211832;2026-06-12\|24.41\|-1.21\|25.01\|25.58\|23.50\|683365;2026-06-15\|25.88\|6.02\|24.87\|26.09\|24.80\|569276;2026-06-16\|26.38\|1.93\|25.37\|26.64\|25.28\|431654;2026-06-17\|26.01\|-1.40\|25.88\|27.09\|25.81\|359248;2026-06-18\|25.74\|-1.04\|25.70\|26.16\|25.40\|315256;2026-06-22\|24.70\|-4.04\|26.17\|26.26\|23.84\|549839;2026-06-23\|24.70\|0.00\|26.00\|26.49\|24.50\|520694;2026-06-24\|25.08\|1.54\|24.05\|25.43\|23.50\|430095;2026-06-25\|23.90\|-4.70\|25.09\|25.49\|23.54\|466107;2026-06-26\|23.03\|-3.64\|23.70\|23.75\|22.60\|391585;2026-06-29\|21.98\|-4.56\|23.08\|23.16\|21.00\|370916;2026-06-30\|22.33\|1.59\|21.70\|22.57\|21.55\|229646;2026-07-01\|22.84\|2.28\|22.60\|23.40\|22.35\|266814;2026-07-02\|22.83\|-0.04\|22.54\|23.80\|21.86\|311390;2026-07-03\|22.68\|-0.66\|23.00\|23.80\|22.64\|254318;2026-07-06\|21.87\|-3.57\|22.49\|23.10\|21.80\|247783;2026-07-07\|20.52\|-6.17\|21.91\|22.08\|20.48\|218347;2026-07-08\|19.40\|-5.46\|20.52\|20.66\|19.40\|220319;2026-07-09\|19.32\|-0.41\|19.57\|19.86\|18.27\|245643;2026-07-10\|19.14\|-0.93\|19.76\|20.36\|19.10\|248853
113981		铜箔+微通道冷板+固态电池+一季报增长行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。华西证券5月24日研报指出，在AI算力硬件爆发驱动下，RTF和HVLP等高端铜箔供不应求，行业已开启新一轮涨价潮，加工费普遍上调。公司原因： 1、据2026年5月27日投资者关系活动记录表，公司紧跟AI算力发展趋势，重点布局高纯高导无氧铜材、热管素材管、铲齿式微通道冷板组件等产品；2025年AI方向铜基材料销量从2024年3193吨提升至7326吨。 2、据2026年4月29日年报及2026年5月27日投资者关系活动记录表，公司是全球领先的铜加工企业，铜箔业务高速增长，2026年一季度甘肃海亮铜箔销量2.18万吨、同比增长155%，实现净利润1.2亿元。 3、据2026年5月27日投资者关系活动记录表，公司适配固态电池的高耐蚀性铜箔、微孔铜箔、无负极自生成式铜箔已具备量产出货能力，并获头部电池厂商认可。	公司在数据中心及AI算力领域，提供包括自研热管素材管、无氧铜材、异型铜排等在内的多种产品，此前携金刚石铜等液冷精密部件亮相上海国际数据中心产业博览会	2026-03-03\|14.35\|-0.83\|14.47\|15.07\|14.27\|387676;2026-03-04\|14.29\|-0.42\|14.07\|14.88\|13.95\|286401;2026-03-05\|13.99\|-2.10\|14.52\|14.58\|13.90\|237454;2026-03-06\|14.07\|0.57\|13.95\|14.32\|13.79\|179767;2026-03-09\|13.53\|-3.84\|13.89\|13.95\|13.10\|309026;2026-03-10\|13.70\|1.26\|13.63\|13.86\|13.56\|183247;2026-03-11\|13.87\|1.24\|13.71\|13.97\|13.57\|250844;2026-03-12\|13.57\|-2.16\|13.82\|14.50\|13.50\|329287;2026-03-13\|14.29\|5.31\|13.50\|14.58\|13.40\|505669;2026-03-16\|14.32\|0.21\|14.15\|14.48\|13.71\|439748;2026-03-17\|13.43\|-6.22\|14.34\|14.51\|13.40\|341118;2026-03-18\|13.85\|3.13\|13.42\|13.92\|13.03\|275982;2026-03-19\|13.26\|-4.26\|13.48\|13.55\|13.21\|206678;2026-03-20\|13.42\|1.21\|13.92\|14.18\|13.42\|358688;2026-03-23\|12.61\|-6.04\|13.26\|13.40\|12.51\|302793;2026-03-24\|12.57\|-0.32\|12.75\|13.00\|12.30\|222584;2026-03-25\|13.10\|4.22\|12.67\|13.40\|12.67\|321772;2026-03-26\|13.91\|6.18\|13.16\|14.07\|13.07\|532572;2026-03-27\|14.82\|6.54\|13.61\|15.01\|13.36\|610742;2026-03-30\|14.65\|-1.15\|14.59\|14.78\|14.15\|380652;2026-03-31\|13.90\|-5.12\|14.68\|14.72\|13.85\|337552;2026-04-01\|14.51\|4.39\|14.09\|14.62\|14.05\|389118;2026-04-02\|14.68\|1.17\|14.36\|14.85\|14.14\|269010;2026-04-03\|15.04\|2.45\|14.67\|15.40\|14.37\|379788;2026-04-07\|14.87\|-1.13\|15.04\|15.19\|14.69\|233705;2026-04-08\|15.10\|1.55\|15.17\|15.29\|14.96\|348761;2026-04-09\|15.14\|0.26\|14.95\|15.57\|14.91\|269154;2026-04-10\|14.78\|-2.38\|15.15\|15.32\|14.74\|357572;2026-04-13\|15.25\|3.18\|14.88\|15.55\|14.49\|496396;2026-04-14\|15.58\|2.16\|15.35\|16.15\|14.98\|569680;2026-04-15\|15.43\|-0.96\|15.63\|15.73\|15.35\|292606;2026-04-16\|15.81\|2.46\|15.49\|15.96\|15.33\|380048;2026-04-17\|17.39\|9.99\|16.61\|17.39\|16.61\|528656;2026-04-20\|17.91\|2.99\|17.62\|18.39\|17.46\|1036548;2026-04-21\|17.71\|-1.12\|17.60\|17.95\|17.18\|516734;2026-04-22\|18.25\|3.05\|17.86\|18.67\|17.70\|694341;2026-04-23\|17.64\|-3.34\|18.27\|18.48\|17.31\|514650;2026-04-24\|17.69\|0.28\|17.75\|18.12\|17.57\|427904;2026-04-27\|17.23\|-2.60\|17.76\|17.89\|17.03\|475460;2026-04-28\|17.32\|0.52\|17.12\|17.59\|16.80\|410966;2026-04-29\|18.00\|3.93\|17.08\|18.33\|16.84\|589227;2026-04-30\|17.99\|-0.06\|17.60\|18.36\|17.40\|617671;2026-05-06\|19.79\|10.01\|17.99\|19.79\|17.64\|928368;2026-05-07\|20.89\|5.56\|19.70\|21.01\|18.86\|1136520;2026-05-08\|22.11\|5.84\|21.08\|22.48\|20.71\|947152;2026-05-11\|22.52\|1.85\|22.13\|23.13\|21.53\|701990;2026-05-12\|22.90\|1.69\|22.96\|23.26\|22.05\|527154;2026-05-13\|23.03\|0.57\|22.45\|23.28\|22.17\|418516;2026-05-14\|21.71\|-5.73\|22.60\|23.20\|21.50\|522878;2026-05-15\|21.19\|-2.40\|21.61\|22.00\|20.85\|435076;2026-05-18\|21.58\|1.84\|20.73\|21.79\|19.96\|681694;2026-05-19\|20.52\|-4.91\|21.56\|21.58\|20.20\|433426;2026-05-20\|20.69\|0.83\|20.33\|20.80\|19.70\|426612;2026-05-21\|20.00\|-3.33\|20.99\|21.48\|19.92\|499033;2026-05-22\|21.42\|7.10\|20.12\|21.90\|19.61\|508672;2026-05-25\|20.98\|-2.05\|21.56\|21.86\|20.20\|502243;2026-05-26\|19.75\|-5.86\|20.81\|20.83\|19.30\|514293;2026-05-27\|19.06\|-3.49\|19.76\|20.13\|18.95\|436444;2026-05-28\|20.97\|10.02\|18.99\|20.97\|18.81\|623206;2026-05-29\|20.51\|-2.19\|21.10\|21.55\|20.15\|790894;2026-06-01\|20.06\|-2.19\|20.52\|20.78\|19.91\|408742;2026-06-02\|19.59\|-2.34\|20.19\|20.39\|19.21\|415897;2026-06-03\|20.41\|4.19\|19.61\|21.06\|19.49\|457574;2026-06-04\|19.49\|-4.51\|20.09\|20.25\|19.31\|300402;2026-06-05\|19.04\|-2.31\|19.49\|19.75\|18.88\|298879;2026-06-08\|17.90\|-5.99\|17.89\|18.39\|17.68\|417877;2026-06-09\|18.86\|5.36\|18.22\|19.27\|17.80\|367729;2026-06-10\|19.37\|2.70\|18.79\|19.56\|18.00\|449132;2026-06-11\|21.31\|10.02\|21.31\|21.31\|21.31\|268346;2026-06-12\|23.44\|10.00\|23.42\|23.44\|22.62\|1025318;2026-06-15\|24.79\|5.76\|23.00\|25.50\|22.50\|1801445;2026-06-16\|24.50\|-1.17\|24.00\|25.20\|24.00\|1087073;2026-06-17\|23.20\|-5.31\|23.97\|24.87\|23.00\|1007099;2026-06-18\|25.52\|10.00\|22.95\|25.52\|22.74\|785435;2026-06-22\|26.30\|3.06\|26.57\|26.99\|25.15\|1366945;2026-06-23\|24.40\|-7.22\|26.30\|26.46\|24.01\|961153;2026-06-24\|24.68\|1.15\|24.27\|25.13\|23.72\|683516;2026-06-25\|24.05\|-2.55\|24.33\|24.68\|23.75\|608792;2026-06-26\|22.58\|-6.11\|23.95\|24.05\|22.15\|572954;2026-06-29\|21.73\|-3.76\|22.56\|23.00\|21.10\|487782;2026-06-30\|22.85\|5.15\|21.52\|23.14\|21.21\|538864;2026-07-01\|22.05\|-3.50\|22.97\|23.40\|21.86\|445265;2026-07-02\|20.94\|-5.03\|21.48\|21.97\|20.85\|487561;2026-07-03\|21.77\|3.96\|20.95\|22.35\|20.72\|504961;2026-07-06\|20.34\|-6.57\|22.20\|22.28\|20.27\|387192;2026-07-07\|20.30\|-0.20\|20.22\|20.77\|20.07\|279064;2026-07-08\|20.41\|0.54\|20.30\|21.17\|19.76\|432289;2026-07-09\|20.08\|-1.03\|20.60\|20.60\|18.58\|612542;2026-07-10\|19.50\|-2.89\|20.08\|20.55\|19.50\|320437
113980	航天巨头Space X即将上市	涨停揭秘：商业航天加速组网叠加SpaceX史上最大IPO催化，公司液体火箭发动机推力室内壁已批量交付蓝箭等民营火箭企业，光模块芯片基座同步放量；涨停缘由：公司原因： 1、公司液体火箭发动机推力室内壁通过下游验证并用于实际发射，客户覆盖蓝箭航天、九州云箭、深蓝航天； 2、正开发钼铜、铜金刚石材料适配1.6T以上高速率光模块，客户包括环球广电、天孚通信、剑桥科技； 3、SpaceX 6月12日登陆纳斯达克，估值达1.77万亿美元，引爆全球商业航天情绪；资金逻辑：主力资金连续多日净流入，6月11日单日成交额达14.53亿元，换手率升至4.82%，机构持仓显著增持，同泰新能源A基金Q1持仓翻倍，博时、南方等科创板新材料ETF同步加仓；风险提示：市盈率TTM高达210倍，短期涨幅较大，存在估值回调压力；光模块材料尚处小批量验证阶段，量产节奏存在不确定性	1、公司液体火箭发动机推力室内壁已通过下游验证并用于实际火箭发射，主要客户覆盖蓝箭航天、九州云箭、深蓝航天等； 2、公司正开发钼铜、铜金刚石材料以适配1.6T以上高速率光模块，主要客户有环球广电、剑桥科技、天孚通信等	2026-03-03\|42.43\|-8.71\|45.87\|45.88\|42.43\|279702;2026-03-04\|43.56\|2.66\|40.50\|44.09\|40.36\|195991;2026-03-05\|43.98\|0.96\|44.55\|44.80\|42.51\|194169;2026-03-06\|43.42\|-1.27\|43.01\|44.99\|43.00\|178480;2026-03-09\|41.35\|-4.77\|41.50\|42.56\|40.01\|171538;2026-03-10\|42.85\|3.63\|41.98\|43.43\|41.64\|140599;2026-03-11\|41.28\|-3.66\|43.38\|43.40\|41.10\|173142;2026-03-12\|41.72\|1.07\|41.08\|41.75\|39.80\|162674;2026-03-13\|38.76\|-7.09\|41.00\|41.45\|38.76\|178449;2026-03-16\|38.27\|-1.26\|38.60\|38.67\|36.80\|146492;2026-03-17\|36.66\|-4.21\|38.80\|38.95\|36.66\|112564;2026-03-18\|38.41\|4.77\|36.84\|38.50\|36.52\|135642;2026-03-19\|38.30\|-0.29\|37.00\|39.36\|36.90\|142647;2026-03-20\|37.75\|-1.44\|38.52\|38.95\|37.24\|106608;2026-03-23\|34.68\|-8.13\|36.00\|37.80\|34.53\|164317;2026-03-24\|34.78\|0.29\|35.34\|35.50\|33.50\|138701;2026-03-25\|35.10\|0.92\|35.47\|35.96\|34.73\|132675;2026-03-26\|35.58\|1.37\|35.99\|36.33\|34.68\|168801;2026-03-27\|35.08\|-1.41\|34.70\|35.50\|33.99\|118838;2026-03-30\|37.40\|6.61\|34.20\|37.97\|34.20\|208604;2026-03-31\|37.26\|-0.37\|37.32\|39.17\|37.25\|231748;2026-04-01\|36.22\|-2.79\|38.18\|38.21\|35.56\|176024;2026-04-02\|35.19\|-2.84\|36.00\|36.70\|35.03\|104181;2026-04-03\|34.39\|-2.27\|35.98\|36.14\|34.33\|109588;2026-04-07\|33.38\|-2.94\|34.50\|34.61\|32.90\|139013;2026-04-08\|36.17\|8.36\|34.50\|36.26\|34.01\|184119;2026-04-09\|34.10\|-5.72\|35.00\|35.05\|33.01\|227617;2026-04-10\|34.02\|-0.23\|34.10\|35.09\|34.00\|145287;2026-04-13\|34.41\|1.15\|33.45\|35.10\|33.39\|150453;2026-04-14\|36.35\|5.64\|34.80\|36.36\|34.18\|258151;2026-04-15\|36.26\|-0.25\|36.80\|37.99\|35.97\|278946;2026-04-16\|37.01\|2.07\|35.98\|37.20\|35.81\|189730;2026-04-17\|38.43\|3.84\|37.18\|38.56\|36.34\|246256;2026-04-20\|40.99\|6.66\|38.68\|41.78\|38.55\|364437;2026-04-21\|41.49\|1.22\|40.50\|42.88\|40.32\|292678;2026-04-22\|41.25\|-0.58\|40.63\|41.33\|39.88\|242206;2026-04-23\|40.52\|-1.77\|40.85\|42.04\|39.55\|249303;2026-04-24\|38.53\|-4.91\|40.27\|40.47\|38.31\|201312;2026-04-27\|37.82\|-1.84\|37.80\|38.86\|37.51\|156011;2026-04-28\|39.05\|3.25\|38.90\|40.60\|37.80\|255950;2026-04-29\|39.11\|0.15\|38.80\|39.38\|38.33\|159473;2026-04-30\|41.75\|6.75\|39.10\|42.12\|38.97\|297417;2026-05-06\|42.40\|1.56\|42.33\|43.65\|42.20\|291555;2026-05-07\|43.97\|3.70\|42.98\|43.98\|42.15\|344542;2026-05-08\|46.55\|5.87\|43.53\|46.90\|43.24\|424682;2026-05-11\|47.36\|1.74\|47.97\|48.00\|46.00\|314507;2026-05-12\|45.81\|-3.27\|47.00\|47.90\|45.05\|291017;2026-05-13\|46.10\|0.63\|45.59\|46.86\|45.13\|229895;2026-05-14\|42.70\|-7.38\|46.10\|46.28\|42.50\|322125;2026-05-15\|41.77\|-2.18\|42.31\|43.22\|41.00\|244808;2026-05-18\|43.08\|3.14\|41.66\|45.28\|41.66\|268218;2026-05-19\|41.29\|-4.16\|43.00\|43.00\|40.54\|235864;2026-05-20\|41.13\|-0.39\|40.95\|41.35\|39.88\|183371;2026-05-21\|39.62\|-3.67\|41.48\|41.89\|39.51\|202077;2026-05-22\|40.58\|2.42\|39.75\|40.66\|39.03\|139031;2026-05-25\|40.39\|-0.47\|40.95\|41.60\|39.52\|201502;2026-05-26\|38.59\|-4.46\|39.99\|40.00\|37.56\|200394;2026-05-27\|37.08\|-3.91\|38.91\|39.55\|36.48\|213290;2026-05-28\|37.91\|2.24\|37.08\|38.46\|36.80\|161402;2026-05-29\|34.99\|-7.70\|37.92\|38.02\|34.60\|211314;2026-06-01\|34.61\|-1.09\|35.68\|35.93\|34.60\|126425;2026-06-02\|34.72\|0.32\|35.00\|35.15\|33.64\|113172;2026-06-03\|36.60\|5.41\|34.77\|37.37\|34.72\|211941;2026-06-04\|36.19\|-1.12\|36.01\|36.49\|35.60\|130146;2026-06-05\|37.59\|3.87\|36.99\|38.39\|35.88\|254372;2026-06-08\|36.13\|-3.88\|36.36\|38.50\|35.70\|191411;2026-06-09\|39.26\|8.66\|36.30\|40.49\|36.21\|293235;2026-06-10\|36.80\|-6.27\|38.66\|38.88\|36.68\|219873;2026-06-11\|40.75\|10.73\|36.42\|40.88\|34.96\|376117;2026-06-12\|41.59\|2.06\|40.98\|43.50\|40.12\|410075;2026-06-15\|40.94\|-1.56\|40.91\|41.90\|38.96\|302022;2026-06-16\|39.75\|-2.91\|41.80\|41.98\|39.68\|277435;2026-06-17\|41.82\|5.21\|40.60\|42.65\|39.00\|335834;2026-06-18\|45.75\|9.40\|41.00\|46.28\|40.51\|484567;2026-06-22\|43.57\|-4.76\|46.16\|46.16\|42.10\|473978;2026-06-23\|43.26\|-0.71\|42.86\|44.05\|41.46\|263066;2026-06-24\|43.10\|-0.37\|42.39\|44.12\|41.10\|269323;2026-06-25\|40.32\|-6.45\|42.72\|42.98\|39.99\|305816;2026-06-26\|44.04\|9.23\|39.89\|45.44\|39.00\|528346;2026-06-29\|45.00\|2.18\|44.10\|45.31\|42.84\|331241;2026-06-30\|47.18\|4.84\|46.75\|47.49\|45.25\|410991;2026-07-01\|47.87\|1.46\|46.30\|49.36\|46.24\|344499;2026-07-02\|46.28\|-3.32\|47.00\|48.70\|46.00\|246496;2026-07-03\|48.61\|5.03\|46.41\|49.32\|46.00\|388328;2026-07-06\|42.10\|-13.39\|49.37\|50.37\|42.01\|402014;2026-07-07\|40.80\|-3.09\|41.89\|43.29\|40.35\|203235;2026-07-08\|38.29\|-6.15\|40.90\|41.44\|38.29\|214666;2026-07-09\|41.39\|8.10\|38.75\|41.41\|38.00\|197531;2026-07-10\|46.09\|11.36\|41.00\|49.50\|40.59\|53990102
113979	航天巨头Space X即将上市	涨停揭秘：SpaceX IPO引爆商业航天行情，公司星载红外探测器及导航接收机系统深度配套微纳星空等商业卫星厂商，订单进入密集交付期；涨停缘由：公司原因： 1、公司线列型T2SL星载红外探测器已适配商业卫星光学载荷； 2、卫星导航接收机系统服务航天场景； 3、与微纳星空等商业航天企业合作供应星载红外机芯； 4、国内千帆、国网星座2026年计划发射超千颗卫星，上游配套需求爆发；资金逻辑：游资主导拉升，6月11日龙虎榜显示多家一线游资席位合计买入超亿元，叠加北向资金连续三日增持，板块内福光股份20CM涨停带动航天材料链共振；风险提示：公司营收规模较小，2025年年报尚未披露，业绩兑现能力待验证；红外探测器业务占比高，单一技术路线存在迭代风险	公司自主研制的线列型 T2SL 星载红外探测器适配商业卫星光学载荷，卫星导航接收机系统服务航天场景，还与微纳星空等商业航天企业合作供应星载红外机芯，是商业航天上游红外光电与导航配套核心供应商	2026-03-03\|59.73\|-4.31\|61.42\|61.80\|59.44\|67915;2026-03-04\|61.81\|3.48\|58.10\|64.60\|58.01\|93568;2026-03-05\|62.99\|1.91\|62.45\|63.16\|61.49\|56254;2026-03-06\|63.30\|0.49\|62.38\|63.76\|61.12\|46892;2026-03-09\|63.41\|0.17\|62.62\|64.25\|62.33\|49978;2026-03-10\|62.22\|-1.88\|63.14\|63.95\|61.96\|49453;2026-03-11\|64.12\|3.05\|62.51\|65.20\|62.45\|54638;2026-03-12\|60.06\|-6.33\|63.67\|63.95\|59.95\|46469;2026-03-13\|58.28\|-2.96\|59.88\|60.00\|58.00\|46719;2026-03-16\|60.12\|3.16\|58.40\|60.34\|57.50\|36991;2026-03-17\|58.75\|-2.28\|60.41\|60.51\|58.30\|29426;2026-03-18\|61.54\|4.75\|58.72\|61.86\|58.32\|35555;2026-03-19\|60.12\|-2.31\|60.96\|61.50\|59.80\|24937;2026-03-20\|58.54\|-2.63\|60.40\|60.71\|58.48\|24511;2026-03-23\|54.49\|-6.92\|57.49\|58.37\|53.83\|50226;2026-03-24\|58.26\|6.92\|55.99\|59.59\|55.03\|54856;2026-03-25\|63.02\|8.17\|58.50\|63.29\|57.84\|58666;2026-03-26\|64.17\|1.82\|62.98\|64.67\|62.08\|46087;2026-03-27\|64.66\|0.76\|63.03\|65.46\|62.31\|47929;2026-03-30\|65.30\|0.99\|63.99\|68.30\|63.50\|69997;2026-03-31\|63.19\|-3.23\|65.52\|66.45\|62.93\|61043;2026-04-01\|66.25\|4.84\|64.02\|66.83\|63.77\|51738;2026-04-02\|66.16\|-0.14\|66.30\|67.11\|65.03\|33922;2026-04-03\|66.38\|0.33\|66.57\|68.19\|65.41\|44714;2026-04-07\|65.04\|-2.02\|66.38\|66.60\|64.55\|30775;2026-04-08\|67.45\|3.71\|66.00\|69.40\|65.10\|45159;2026-04-09\|69.42\|2.92\|67.00\|71.33\|66.10\|66303;2026-04-10\|68.88\|-0.78\|68.73\|69.44\|67.50\|48955;2026-04-13\|68.25\|-0.91\|68.34\|69.39\|67.35\|33688;2026-04-14\|71.50\|4.76\|68.65\|71.80\|68.44\|48437;2026-04-15\|71.62\|0.17\|72.01\|73.99\|70.45\|52995;2026-04-16\|73.25\|2.28\|71.96\|75.17\|71.69\|51615;2026-04-17\|74.60\|1.84\|72.23\|75.06\|71.40\|36992;2026-04-20\|77.14\|3.40\|75.00\|77.87\|74.42\|63133;2026-04-21\|75.78\|-1.76\|77.00\|78.00\|73.88\|53014;2026-04-22\|74.26\|-2.01\|75.70\|76.39\|73.68\|59890;2026-04-23\|70.22\|-5.44\|73.88\|74.00\|69.82\|70061;2026-04-24\|66.15\|-5.80\|69.84\|70.40\|66.07\|57249;2026-04-27\|69.63\|5.26\|66.21\|70.04\|65.00\|55160;2026-04-28\|68.68\|-1.36\|71.47\|72.07\|68.35\|48719;2026-04-29\|69.70\|1.49\|68.68\|70.55\|67.38\|36744;2026-04-30\|69.32\|-0.55\|69.31\|70.41\|68.75\|25118;2026-05-06\|68.58\|-1.07\|71.73\|71.73\|68.02\|43311;2026-05-07\|69.05\|0.69\|68.48\|69.30\|67.77\|26537;2026-05-08\|69.06\|0.01\|68.50\|69.74\|67.81\|26306;2026-05-11\|67.37\|-2.45\|69.98\|70.75\|67.08\|46386;2026-05-12\|65.65\|-2.55\|67.29\|67.37\|65.00\|54518;2026-05-13\|66.70\|1.60\|65.65\|67.09\|65.51\|31231;2026-05-14\|64.24\|-3.69\|67.20\|67.20\|64.11\|31309;2026-05-15\|63.87\|-0.58\|63.99\|65.87\|63.00\|34625;2026-05-18\|65.33\|2.29\|63.88\|66.08\|63.29\|30258;2026-05-19\|65.75\|0.64\|65.16\|66.08\|64.25\|25432;2026-05-20\|65.14\|-0.93\|65.00\|65.74\|63.80\|27016;2026-05-21\|63.38\|-2.70\|65.00\|67.27\|63.38\|30833;2026-05-22\|63.38\|0.00\|63.69\|64.26\|62.58\|27281;2026-05-25\|62.68\|-1.10\|64.00\|64.26\|61.60\|33374;2026-05-26\|60.78\|-3.03\|62.93\|63.35\|60.28\|28530;2026-05-27\|63.00\|3.65\|61.30\|64.12\|60.57\|58932;2026-05-28\|62.67\|-0.52\|62.54\|64.45\|60.40\|51095;2026-05-29\|60.20\|-3.94\|62.68\|64.56\|59.86\|56447;2026-06-01\|59.75\|-0.75\|60.20\|62.84\|59.74\|39894;2026-06-02\|59.23\|-0.87\|60.36\|60.62\|57.57\|27660;2026-06-03\|59.15\|-0.14\|59.00\|61.44\|58.55\|28263;2026-06-04\|57.55\|-2.71\|58.66\|60.20\|57.24\|32293;2026-06-05\|57.90\|0.61\|58.18\|59.02\|56.80\|30490;2026-06-08\|53.95\|-6.82\|56.75\|57.50\|53.26\|38145;2026-06-09\|54.34\|0.72\|54.00\|54.55\|53.23\|31937;2026-06-10\|57.43\|5.69\|54.10\|57.84\|54.00\|58462;2026-06-11\|64.83\|12.89\|57.51\|65.90\|56.40\|110260;2026-06-12\|67.56\|4.21\|66.28\|70.53\|64.35\|118031;2026-06-15\|69.57\|2.98\|67.03\|69.57\|66.60\|73152;2026-06-16\|71.50\|2.77\|69.01\|72.95\|68.02\|69342;2026-06-17\|70.30\|-1.68\|70.96\|72.55\|69.14\|55423;2026-06-18\|70.16\|-0.20\|70.30\|72.27\|69.52\|44329;2026-06-22\|68.04\|-3.02\|70.30\|71.13\|67.79\|48887;2026-06-23\|68.36\|0.47\|67.81\|69.51\|66.75\|43025;2026-06-24\|67.11\|-1.83\|68.64\|68.65\|66.24\|37995;2026-06-25\|66.50\|-0.91\|67.10\|67.10\|64.30\|43184;2026-06-26\|65.49\|-1.52\|66.39\|67.40\|63.54\|38874;2026-06-29\|63.30\|-3.34\|65.61\|66.41\|61.00\|59951;2026-06-30\|65.18\|2.97\|63.10\|65.70\|62.00\|37820;2026-07-01\|64.68\|-0.77\|65.18\|66.66\|63.72\|41632;2026-07-02\|61.17\|-5.43\|64.51\|64.51\|60.99\|37610;2026-07-03\|60.35\|-1.34\|61.17\|62.07\|60.28\|34228;2026-07-06\|59.00\|-2.24\|60.86\|63.08\|58.90\|45874;2026-07-07\|58.65\|-0.59\|59.43\|60.60\|58.32\|30458;2026-07-08\|61.83\|5.42\|58.66\|62.45\|57.03\|52423;2026-07-09\|67.20\|8.69\|62.13\|67.80\|59.30\|110084;2026-07-10\|67.51\|0.46\|66.71\|70.58\|65.90\|94535
113978	航天巨头Space X即将上市	红外材料+卫星太阳能电池+先进封装行业原因： 1、据财闻6月11日报道，分析师郭明錤称台积电下一代先进封装CoPoS预计2028年下半年量产，并澄清玻璃与ABF为搭配共存关系。 2、光大证券6月9日研报指出，华为提出的“韬定律”强调通过先进封装系统性提升算力效率，其在国产算力体系中的战略地位持续抬升。公司原因： 1、据2025年年度报告，公司是国内最大的红外材料供应商，全球少数可批量供应硒化锌的企业，产品覆盖制冷与非制冷探测器、机芯模组及红外整机，应用于安防监控、工业测温、车载夜视等场景。 2、据2026年1月29日互动易，公司锗、硒化锌等红外光学材料可用于卫星太阳翼及卫星红外相机光学窗口，红外探测器、机芯与整机系统已配套气象观测、资源勘探、导弹预警卫星。 3、据2025年10月24日互动易，公司目前已建成8英寸硅基的MEMS红外探测器生产线，突破了红外热成像核“芯"技术，掌握了MEMS芯片设计技术、制造工艺技术、金属/陶瓷和晶圆级封装技术。	公司表示生产的锗可用于卫星太阳翼	2026-03-03\|41.62\|-2.48\|42.66\|43.38\|41.58\|29608;2026-03-04\|41.72\|0.24\|41.28\|41.98\|40.73\|24699;2026-03-05\|44.00\|5.46\|42.28\|44.45\|42.28\|53943;2026-03-06\|44.35\|0.80\|43.56\|44.64\|42.64\|50401;2026-03-09\|44.73\|0.86\|43.65\|45.63\|43.38\|52937;2026-03-10\|46.45\|3.85\|44.99\|46.51\|44.85\|61541;2026-03-11\|45.77\|-1.46\|46.22\|47.32\|45.51\|54236;2026-03-12\|44.86\|-1.99\|45.48\|45.76\|44.71\|29618;2026-03-13\|43.48\|-3.08\|44.88\|45.42\|43.40\|31662;2026-03-16\|43.48\|0.00\|43.50\|44.00\|42.33\|27623;2026-03-17\|44.10\|1.43\|43.48\|45.50\|42.82\|53607;2026-03-18\|44.70\|1.36\|44.20\|44.88\|44.00\|25774;2026-03-19\|42.49\|-4.94\|44.23\|44.33\|42.11\|37854;2026-03-20\|41.73\|-1.79\|42.63\|43.43\|41.68\|24643;2026-03-23\|40.89\|-2.01\|41.10\|43.26\|40.00\|44885;2026-03-24\|45.00\|10.05\|41.98\|45.78\|41.44\|78622;2026-03-25\|45.69\|1.53\|45.91\|46.38\|44.70\|59364;2026-03-26\|44.77\|-2.01\|46.21\|46.34\|44.40\|41091;2026-03-27\|46.70\|4.31\|44.30\|46.80\|44.30\|76380;2026-03-30\|47.90\|2.57\|45.99\|48.21\|45.61\|79763;2026-03-31\|47.94\|0.08\|47.00\|49.46\|47.00\|83131;2026-04-01\|48.72\|1.63\|48.85\|49.80\|48.17\|77389;2026-04-02\|47.76\|-1.97\|48.49\|49.20\|47.34\|59547;2026-04-03\|48.41\|1.36\|47.79\|50.14\|46.91\|82871;2026-04-07\|49.99\|3.26\|48.50\|50.50\|48.00\|83744;2026-04-08\|51.20\|2.42\|50.00\|51.73\|49.31\|97164;2026-04-09\|61.44\|20.00\|51.00\|61.44\|50.35\|214152;2026-04-10\|67.81\|10.37\|61.39\|69.42\|61.39\|300134;2026-04-13\|68.31\|0.74\|67.67\|69.70\|63.83\|180030;2026-04-14\|67.16\|-1.68\|69.05\|69.95\|64.80\|108279;2026-04-15\|67.15\|-0.01\|67.00\|69.50\|64.24\|112866;2026-04-16\|67.01\|-0.21\|67.00\|67.90\|65.00\|93442;2026-04-17\|70.92\|5.83\|68.35\|74.90\|65.80\|221996;2026-04-20\|76.00\|7.16\|70.26\|81.55\|69.15\|216022;2026-04-21\|80.26\|5.61\|75.02\|84.48\|74.10\|191041;2026-04-22\|90.10\|12.26\|79.32\|94.43\|75.87\|216860;2026-04-23\|87.07\|-3.36\|90.18\|92.98\|86.00\|145529;2026-04-24\|101.90\|17.03\|91.07\|103.52\|90.62\|171024;2026-04-27\|98.60\|-3.24\|98.88\|100.93\|93.00\|171780;2026-04-28\|95.55\|-3.09\|96.82\|101.45\|93.96\|123320;2026-04-29\|94.33\|-1.28\|94.24\|97.42\|91.65\|136395;2026-04-30\|96.80\|2.62\|94.36\|99.97\|92.18\|119658;2026-05-06\|110.54\|14.19\|101.32\|113.88\|101.32\|138290;2026-05-07\|113.60\|2.77\|112.31\|118.00\|105.60\|158802;2026-05-08\|115.20\|1.41\|111.65\|118.99\|110.31\|118049;2026-05-11\|127.90\|11.02\|116.19\|129.85\|114.00\|157000;2026-05-12\|126.05\|-1.45\|130.00\|133.60\|124.00\|147878;2026-05-13\|123.00\|-2.42\|123.60\|125.78\|120.00\|116238;2026-05-14\|123.88\|0.72\|122.50\|127.50\|120.10\|122416;2026-05-15\|120.34\|-2.86\|122.10\|125.80\|117.10\|118589;2026-05-18\|127.74\|6.15\|121.30\|132.75\|120.12\|114902;2026-05-19\|131.62\|3.04\|125.37\|134.88\|123.11\|94517;2026-05-20\|134.00\|1.81\|130.01\|135.20\|126.41\|85756;2026-05-21\|128.91\|-3.80\|136.00\|145.66\|128.68\|148543;2026-05-22\|135.00\|4.72\|130.23\|136.30\|127.18\|85560;2026-05-25\|123.20\|-8.74\|136.35\|143.00\|108.00\|289268;2026-05-26\|118.92\|-3.47\|118.07\|128.73\|117.00\|166193;2026-05-27\|116.68\|-1.88\|114.39\|123.45\|114.39\|104554;2026-05-28\|140.02\|20.00\|117.60\|140.02\|116.27\|152587;2026-05-29\|148.24\|5.87\|146.00\|158.58\|143.00\|170310;2026-06-01\|138.61\|-6.50\|147.00\|149.00\|138.33\|119505;2026-06-02\|137.15\|-1.05\|136.63\|142.20\|131.01\|99206;2026-06-03\|135.50\|-1.20\|137.65\|144.77\|132.40\|94235;2026-06-04\|129.53\|-4.41\|133.87\|134.31\|128.45\|84428;2026-06-05\|125.35\|-3.23\|127.51\|129.00\|124.20\|85283;2026-06-08\|137.66\|9.82\|119.15\|141.23\|119.15\|116693;2026-06-09\|147.88\|7.42\|141.00\|148.52\|137.00\|106302;2026-06-10\|151.13\|2.20\|146.74\|152.66\|143.00\|71040;2026-06-11\|176.00\|16.46\|148.56\|180.77\|148.56\|130934;2026-06-12\|162.86\|-7.47\|180.00\|180.60\|161.19\|100316;2026-06-15\|195.43\|20.00\|168.00\|195.43\|163.30\|106748;2026-06-16\|212.18\|8.57\|209.58\|219.12\|195.65\|119851;2026-06-17\|214.00\|0.86\|213.41\|230.00\|205.19\|136092;2026-06-18\|225.50\|5.37\|210.16\|231.50\|210.16\|91616;2026-06-22\|244.00\|8.20\|223.25\|253.00\|223.25\|98004;2026-06-23\|239.16\|-1.98\|239.61\|247.58\|231.21\|67178;2026-06-24\|266.00\|11.22\|238.00\|267.60\|232.02\|87804;2026-06-25\|288.29\|8.38\|264.94\|292.45\|262.00\|104861;2026-06-26\|283.24\|-1.75\|283.11\|286.26\|265.00\|102746;2026-06-29\|309.67\|9.33\|275.22\|329.81\|245.00\|155918;2026-06-30\|311.95\|0.74\|313.67\|320.00\|284.33\|122146;2026-07-01\|307.12\|-1.55\|308.84\|315.00\|298.37\|66269;2026-07-02\|289.00\|-5.90\|297.23\|311.58\|283.13\|99374;2026-07-03\|281.65\|-2.54\|285.75\|290.00\|269.99\|70465;2026-07-06\|261.66\|-7.10\|281.65\|288.52\|254.69\|119048;2026-07-07\|262.52\|0.33\|271.12\|275.46\|258.01\|61552;2026-07-08\|267.88\|2.04\|267.77\|284.41\|260.00\|77074;2026-07-09\|268.00\|0.04\|275.00\|278.60\|241.00\|114006;2026-07-10\|255.00\|-4.85\|268.00\|272.66\|250.92\|114534
113977	航天巨头Space X即将上市	成飞概念+航空精密零部件+拟定增 1、据2026年5月15日互动易，公司控股子公司成都迈特航空制造有限公司具备完备的军工资质体系，是中航工业旗下成飞、沈飞等主机厂的供应商，其航空零部件制造能力与公司精密加工能力存在较大协同性。 2、据2026年4月24日年报，公司主营精密机械零部件业务，产品包括活塞、轴承、气缸、曲轴等，主要应用于空调压缩机、冰箱压缩机及汽车零部件领域，客户涵盖美的集团、格力电器等。 3、据2026年6月23日公告，公司拟以简易程序向特定对象发行股票，募集资金不超过2亿元，用于顺德精密智造华南总部基地建设项目及压缩机核心零部件精密制造产线建设项目等。	1、公司已完成收购成都迈特航空51%股权，迈特航空为中航工业旗下成飞、沈飞等主机厂供应商，正式切入航空精密零部件领域； 2、公司主营精密机械零部件业务，正在建设年产3万吨空调压缩机零部件、汽车零部件、机器人零部件、光刻机零部件铸件项目	2026-03-03\|32.21\|-4.45\|33.71\|33.99\|31.92\|12040;2026-03-04\|32.19\|-0.06\|31.61\|32.69\|29.11\|15349;2026-03-05\|31.98\|-0.65\|33.00\|33.00\|31.85\|11531;2026-03-06\|32.17\|0.59\|31.98\|32.48\|31.72\|10485;2026-03-09\|31.35\|-2.55\|32.00\|32.00\|30.99\|10970;2026-03-10\|32.22\|2.78\|31.50\|32.43\|31.35\|10960;2026-03-11\|31.47\|-2.33\|32.22\|32.37\|31.33\|10633;2026-03-12\|31.06\|-1.30\|31.48\|32.20\|30.51\|15115;2026-03-13\|31.10\|0.13\|31.07\|31.66\|30.59\|12169;2026-03-16\|32.42\|4.24\|31.08\|32.45\|30.91\|15356;2026-03-17\|33.58\|3.58\|32.49\|33.88\|32.00\|34695;2026-03-18\|32.98\|-1.79\|33.53\|33.57\|32.07\|21146;2026-03-19\|32.51\|-1.43\|32.56\|33.10\|32.13\|9902;2026-03-20\|30.92\|-4.89\|32.48\|33.66\|30.90\|15501;2026-03-23\|28.62\|-7.44\|30.61\|30.91\|28.31\|21861;2026-03-24\|29.04\|1.47\|29.20\|29.78\|28.38\|16992;2026-03-25\|29.92\|3.03\|28.73\|30.18\|28.73\|12834;2026-03-26\|29.29\|-2.11\|30.35\|30.35\|28.86\|10611;2026-03-27\|29.54\|0.85\|29.20\|29.77\|28.89\|7394;2026-03-30\|29.40\|-0.47\|29.68\|29.72\|28.85\|8543;2026-03-31\|28.80\|-2.04\|29.30\|29.69\|28.72\|9029;2026-04-01\|29.65\|2.95\|29.00\|29.80\|29.00\|10422;2026-04-02\|30.06\|1.38\|29.65\|30.58\|29.40\|14253;2026-04-03\|29.16\|-2.99\|30.06\|30.50\|28.90\|8899;2026-04-07\|29.14\|-0.07\|29.16\|29.50\|28.81\|7143;2026-04-08\|30.24\|3.77\|29.71\|30.34\|29.42\|8115;2026-04-09\|29.29\|-3.14\|30.24\|30.24\|29.23\|9022;2026-04-10\|29.48\|0.65\|29.39\|29.82\|29.10\|8479;2026-04-13\|28.90\|-1.97\|29.48\|29.50\|28.50\|13161;2026-04-14\|28.80\|-0.35\|29.10\|29.16\|28.47\|9519;2026-04-15\|28.49\|-1.08\|28.81\|29.05\|28.45\|9834;2026-04-16\|31.34\|10.00\|28.68\|31.34\|28.64\|28010;2026-04-17\|33.00\|5.30\|31.90\|33.40\|30.70\|54389;2026-04-20\|33.81\|2.45\|32.66\|33.93\|31.86\|44348;2026-04-21\|37.19\|10.00\|33.92\|37.19\|33.75\|96137;2026-04-22\|37.54\|0.94\|37.37\|38.75\|36.10\|116000;2026-04-23\|37.71\|0.45\|37.97\|38.36\|36.80\|61995;2026-04-24\|35.71\|-5.30\|37.04\|38.28\|35.40\|59394;2026-04-27\|35.19\|-1.46\|36.20\|36.20\|34.88\|31585;2026-04-28\|34.65\|-1.53\|35.00\|35.20\|33.96\|23390;2026-04-29\|34.92\|0.78\|34.99\|35.48\|34.66\|24464;2026-04-30\|38.41\|9.99\|34.92\|38.41\|34.92\|47717;2026-05-06\|38.42\|0.03\|38.37\|39.55\|36.78\|68279;2026-05-07\|39.31\|2.32\|38.99\|40.18\|38.23\|51535;2026-05-08\|39.61\|0.76\|39.35\|39.92\|38.50\|38599;2026-05-11\|41.60\|5.02\|40.00\|42.38\|39.89\|55701;2026-05-12\|41.71\|0.26\|41.81\|42.23\|40.87\|31173;2026-05-13\|42.17\|1.10\|42.40\|42.96\|41.00\|35658;2026-05-14\|42.57\|0.95\|42.16\|43.68\|41.81\|27178;2026-05-15\|43.36\|1.86\|42.30\|43.50\|41.71\|30688;2026-05-18\|43.13\|-0.53\|42.76\|43.19\|40.85\|38666;2026-05-19\|41.56\|-3.64\|43.28\|47.20\|40.25\|46005;2026-05-20\|42.18\|1.49\|41.36\|42.43\|40.95\|25754;2026-05-21\|40.70\|-3.51\|42.18\|42.86\|40.70\|22289;2026-05-22\|42.90\|5.41\|40.74\|43.81\|40.74\|34958;2026-05-25\|43.38\|1.12\|42.90\|44.35\|42.40\|28010;2026-05-26\|43.92\|1.24\|43.09\|44.42\|42.35\|26814;2026-05-27\|42.21\|-3.89\|43.75\|46.49\|41.22\|48064;2026-05-28\|41.88\|-0.78\|42.21\|43.94\|41.80\|25302;2026-05-29\|40.55\|-3.18\|41.86\|41.86\|40.26\|20928;2026-06-01\|40.75\|0.49\|40.00\|42.50\|39.51\|24273;2026-06-02\|41.47\|1.77\|40.91\|42.15\|39.52\|26059;2026-06-03\|41.35\|-0.29\|41.72\|41.98\|40.73\|11286;2026-06-04\|39.47\|-4.55\|41.22\|41.45\|39.32\|24902;2026-06-05\|39.00\|-1.19\|39.56\|40.46\|38.75\|17565;2026-06-08\|38.09\|-2.33\|39.29\|40.50\|37.05\|27986;2026-06-09\|38.80\|1.86\|38.58\|38.80\|37.16\|18617;2026-06-10\|38.02\|-2.01\|38.70\|38.98\|36.95\|22420;2026-06-11\|41.82\|9.99\|37.88\|41.82\|37.88\|39099;2026-06-12\|40.81\|-2.42\|42.50\|43.35\|39.85\|39191;2026-06-15\|42.66\|4.53\|41.12\|42.66\|40.01\|31452;2026-06-16\|41.47\|-2.79\|42.00\|42.01\|40.00\|33648;2026-06-17\|41.74\|0.65\|41.47\|42.20\|40.83\|20987;2026-06-18\|41.40\|-0.81\|41.75\|43.37\|40.92\|24492;2026-06-22\|38.59\|-6.79\|41.07\|41.07\|38.10\|34691;2026-06-23\|40.15\|4.04\|38.60\|40.93\|38.60\|31653;2026-06-24\|41.92\|4.41\|40.03\|43.44\|39.11\|33779;2026-06-25\|40.65\|-3.03\|42.02\|43.35\|40.16\|25238;2026-06-26\|39.95\|-1.72\|40.20\|40.90\|39.10\|23267;2026-06-29\|35.96\|-9.99\|40.01\|40.49\|35.96\|36413;2026-06-30\|35.42\|-1.50\|35.70\|36.80\|34.90\|31556;2026-07-01\|36.14\|2.03\|35.46\|37.65\|33.79\|36510;2026-07-02\|35.82\|-0.89\|35.46\|37.90\|35.14\|25158;2026-07-03\|39.40\|9.99\|35.81\|39.40\|35.60\|26713;2026-07-06\|40.30\|2.28\|41.01\|42.87\|39.71\|44889;2026-07-07\|28.47\|-0.63\|29.29\|29.80\|28.20\|53945;2026-07-08\|25.93\|-8.92\|28.18\|28.79\|25.90\|49683;2026-07-09\|25.38\|-2.12\|26.57\|26.95\|24.70\|31483;2026-07-10\|25.60\|0.87\|25.78\|26.70\|24.99\|32337
113976	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+可剥铜+先进封装+电磁屏蔽膜行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、公司的带载体可剥离超薄铜箔可剥铜是制备芯片封装基板、类载板的必需材料，属于先进封装范畴。据2025年7月8日互动易，公司可剥铜产品性能参数可对标竞品，相关型号陆续通过了多家下游客户的测试认证，持续获得小批量订单。 2、据2025年年度报告，公司是全球范围内极少数掌握超高屏蔽效能、极低插入损耗核心技术的厂家之一，电磁屏蔽膜市场占有率处于全球前列。 3、公司主营业务为高端电子材料的研发、生产及销售，产品包括电磁屏蔽膜、各类铜箔含可剥铜、挠性覆铜板等，广泛应用于PCB产业链。当日市场PCB、CPO等算力硬件板块表现活跃。	公司的相关铜箔产品应用于PCB，如可剥铜可用于芯片载板，RTF铜箔可用于高频高速柔性线路板等	2026-03-03\|91.20\|-6.03\|96.73\|97.88\|91.19\|22574;2026-03-04\|88.93\|-2.49\|90.44\|91.82\|87.50\|19607;2026-03-05\|89.39\|0.52\|91.50\|92.00\|87.80\|15073;2026-03-06\|89.75\|0.40\|88.62\|92.50\|87.15\|12162;2026-03-09\|86.65\|-3.45\|88.78\|88.78\|83.00\|16986;2026-03-10\|91.40\|5.48\|88.38\|92.18\|88.38\|14997;2026-03-11\|95.80\|4.81\|91.67\|101.00\|91.67\|37805;2026-03-12\|101.00\|5.43\|98.94\|104.99\|98.52\|52823;2026-03-13\|96.01\|-4.94\|99.50\|99.50\|95.55\|21748;2026-03-16\|93.42\|-2.70\|94.80\|95.98\|91.17\|17934;2026-03-17\|86.87\|-7.01\|95.03\|95.80\|86.87\|20499;2026-03-18\|87.51\|0.74\|88.16\|88.58\|86.00\|14790;2026-03-19\|86.07\|-1.65\|86.07\|88.13\|84.20\|16148;2026-03-20\|84.62\|-1.68\|87.29\|90.02\|84.29\|21543;2026-03-23\|77.03\|-8.97\|83.20\|83.99\|76.69\|20996;2026-03-24\|82.20\|6.71\|80.00\|82.67\|76.68\|17727;2026-03-25\|82.91\|0.86\|82.76\|85.90\|82.74\|16736;2026-03-26\|79.70\|-3.87\|82.56\|83.46\|79.12\|11760;2026-03-27\|82.89\|4.00\|78.55\|85.80\|77.51\|17598;2026-03-30\|83.50\|0.74\|81.81\|83.92\|81.30\|14444;2026-03-31\|81.22\|-2.73\|82.19\|84.30\|80.58\|16571;2026-04-01\|84.80\|4.41\|82.80\|86.30\|82.80\|21831;2026-04-02\|79.84\|-5.85\|85.39\|85.39\|79.08\|16019;2026-04-03\|79.79\|-0.06\|79.54\|81.84\|79.40\|9638;2026-04-07\|80.45\|0.83\|80.38\|83.89\|79.81\|13179;2026-04-08\|88.90\|10.50\|83.30\|89.27\|82.99\|24137;2026-04-09\|87.45\|-1.63\|87.53\|89.22\|87.01\|16531;2026-04-10\|88.02\|0.65\|88.01\|89.58\|86.72\|17604;2026-04-13\|90.88\|3.25\|86.90\|91.98\|86.72\|21531;2026-04-14\|92.36\|1.63\|91.87\|95.42\|90.89\|25338;2026-04-15\|90.90\|-1.58\|94.21\|94.96\|90.40\|17605;2026-04-16\|90.63\|-0.30\|90.89\|92.50\|89.84\|18850;2026-04-17\|95.19\|5.03\|90.64\|98.76\|90.36\|34891;2026-04-20\|93.54\|-1.73\|95.20\|99.88\|91.51\|38840;2026-04-21\|112.25\|20.00\|96.88\|112.25\|91.76\|94599;2026-04-22\|124.47\|10.89\|113.52\|127.19\|113.37\|96420;2026-04-23\|117.73\|-5.42\|125.00\|125.21\|115.08\|78725;2026-04-24\|119.30\|1.33\|116.80\|125.32\|113.00\|61240;2026-04-27\|138.72\|16.28\|132.00\|143.16\|132.00\|110282;2026-04-28\|141.92\|2.31\|142.09\|148.26\|134.80\|84424;2026-04-29\|137.70\|-2.97\|136.04\|149.00\|136.04\|82159;2026-04-30\|147.52\|7.13\|135.19\|150.53\|135.19\|81057;2026-05-06\|166.98\|13.19\|148.82\|176.99\|148.50\|88484;2026-05-07\|165.97\|-0.60\|166.97\|169.99\|161.11\|43155;2026-05-08\|165.10\|-0.52\|164.00\|171.88\|159.01\|53968;2026-05-11\|158.50\|-4.00\|163.27\|167.72\|152.20\|57890;2026-05-12\|157.29\|-0.76\|157.50\|159.70\|149.32\|64011;2026-05-13\|163.48\|3.94\|155.00\|166.99\|153.58\|50319;2026-05-14\|158.00\|-3.35\|163.09\|165.80\|155.01\|39291;2026-05-15\|147.96\|-6.35\|156.94\|161.00\|144.99\|50040;2026-05-18\|141.90\|-4.10\|148.66\|150.66\|140.88\|51739;2026-05-19\|142.44\|0.38\|143.00\|143.79\|134.87\|42970;2026-05-20\|143.21\|0.54\|141.00\|144.60\|136.75\|37787;2026-05-21\|138.18\|-3.51\|147.01\|154.00\|138.18\|67490;2026-05-22\|165.82\|20.00\|139.00\|165.82\|139.00\|66702;2026-05-25\|174.70\|5.36\|180.00\|180.00\|168.01\|104944;2026-05-26\|167.20\|-4.29\|172.00\|176.70\|163.50\|58919;2026-05-27\|153.88\|-7.97\|167.28\|168.88\|151.88\|59455;2026-05-28\|159.45\|3.62\|153.75\|162.48\|150.00\|61981;2026-05-29\|146.00\|-8.44\|157.00\|158.06\|142.88\|71537;2026-06-01\|138.57\|-5.09\|148.92\|153.88\|135.99\|47996;2026-06-02\|143.20\|3.34\|138.65\|146.93\|131.12\|51068;2026-06-03\|138.50\|-3.28\|140.00\|146.89\|135.57\|50316;2026-06-04\|146.44\|5.73\|135.94\|149.87\|135.30\|51121;2026-06-05\|137.68\|-5.98\|142.43\|145.77\|137.28\|29203;2026-06-08\|130.00\|-5.58\|128.10\|135.38\|128.00\|38440;2026-06-09\|147.72\|13.63\|134.10\|150.05\|131.90\|52898;2026-06-10\|160.00\|8.31\|145.99\|162.64\|144.00\|78171;2026-06-11\|178.00\|11.25\|160.00\|187.00\|160.00\|85724;2026-06-12\|191.50\|7.58\|193.00\|211.00\|182.33\|78336;2026-06-15\|227.20\|18.64\|200.10\|229.80\|200.10\|84561;2026-06-16\|231.80\|2.02\|230.00\|244.88\|224.89\|77524;2026-06-17\|232.31\|0.22\|231.90\|238.80\|221.98\|56123;2026-06-18\|236.00\|1.59\|228.13\|239.68\|224.00\|49317;2026-06-22\|253.80\|7.54\|248.00\|257.92\|236.33\|52642;2026-06-23\|229.61\|-9.53\|250.00\|250.98\|226.14\|53750;2026-06-24\|229.44\|-0.07\|229.00\|234.60\|219.00\|45563;2026-06-25\|231.46\|0.88\|230.00\|234.04\|222.00\|37993;2026-06-26\|230.12\|-0.58\|225.00\|235.74\|220.01\|38084;2026-06-29\|222.00\|-3.53\|229.01\|243.38\|209.99\|59023;2026-06-30\|249.60\|12.43\|222.00\|254.79\|221.78\|49732;2026-07-01\|270.08\|8.21\|268.00\|290.00\|257.08\|52764;2026-07-02\|229.26\|-15.11\|240.00\|260.00\|227.29\|56717;2026-07-03\|245.61\|7.13\|221.00\|256.00\|221.00\|52085;2026-07-06\|221.84\|-9.68\|250.52\|257.99\|221.02\|41936;2026-07-07\|205.88\|-7.19\|221.07\|223.12\|202.05\|43287;2026-07-08\|191.00\|-7.23\|210.00\|210.60\|190.00\|37929;2026-07-09\|206.39\|8.06\|191.97\|206.39\|186.43\|36980;2026-07-10\|193.04\|-6.47\|206.41\|209.99\|191.00\|3641516
113975	全球最大PPE树脂产区停产，PCB材料持续涨价	AI算力PCB+券商首次覆盖买入行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月16日中邮证券研报，首予科翔股份“买入”评级，指出公司向高端PCB、高阶HDI及AI服务器、光模块等领域加速转型，预计2026/2027/2028年收入45/54/64亿元。 2、据据2026年4月25日年报，公司正全面向AI算力方向转型，已突破224G+ AI服务器PCB核心技术，并规划mSAP工艺产能为1.6T、3.2T光模块做准备。 3、据2026年4月25日年报，公司位列2024年度全球PCB百强第50位、内资PCB百强第15位，产品覆盖高多层板、HDI板及IC载板，应用于服务器和光模块领域。	1、公司提供多种类型的PCB产品，包括双层板、多层板、高密度互连（HDI）板、厚铜板、高频/高速板、金属基板、陶瓷基板、IC载板及柔性线路板等； 2、公司完成200G/400G光模块产品的研发试产，且已逐步与国内外多家互联网厂商和通信设备商建立了良好的合作关系，公司在800G光模块领域等新产品的研发工作也在有序推进	2026-03-03\|29.82\|-4.97\|31.32\|32.98\|29.79\|353600;2026-03-04\|29.36\|-1.54\|29.35\|30.40\|28.98\|199489;2026-03-05\|31.80\|8.31\|30.00\|33.56\|29.62\|437463;2026-03-06\|37.52\|17.99\|31.68\|38.16\|30.91\|766358;2026-03-09\|36.20\|-3.52\|36.47\|36.62\|34.26\|492352;2026-03-10\|40.97\|13.18\|36.90\|41.27\|35.70\|573471;2026-03-11\|41.59\|1.51\|41.00\|41.99\|39.81\|436478;2026-03-12\|41.51\|-0.19\|42.19\|45.00\|41.21\|523270;2026-03-13\|40.32\|-2.87\|41.01\|42.49\|40.00\|430387;2026-03-16\|39.76\|-1.39\|39.70\|40.30\|38.50\|283746;2026-03-17\|36.81\|-7.42\|40.25\|40.55\|36.76\|399146;2026-03-18\|37.55\|2.01\|37.55\|37.96\|36.28\|249963;2026-03-19\|36.32\|-3.28\|36.92\|37.38\|35.90\|204503;2026-03-20\|36.34\|0.06\|37.02\|38.78\|36.00\|311573;2026-03-23\|35.07\|-3.49\|36.36\|37.28\|34.80\|296263;2026-03-24\|35.70\|1.80\|35.80\|36.05\|33.62\|272958;2026-03-25\|36.18\|1.34\|36.37\|37.22\|35.53\|290897;2026-03-26\|34.06\|-5.86\|35.53\|36.08\|33.56\|257547;2026-03-27\|33.41\|-1.91\|33.55\|34.13\|32.45\|229136;2026-03-30\|32.76\|-1.95\|32.81\|32.97\|31.98\|192828;2026-03-31\|31.97\|-2.41\|32.90\|33.77\|31.88\|167555;2026-04-01\|33.13\|3.63\|32.70\|33.40\|32.13\|225435;2026-04-02\|32.31\|-2.48\|33.00\|33.71\|32.04\|200831;2026-04-03\|31.11\|-3.71\|32.74\|32.88\|31.00\|151136;2026-04-07\|31.37\|0.84\|31.43\|32.10\|30.95\|136470;2026-04-08\|33.14\|5.64\|33.00\|33.48\|31.38\|210144;2026-04-09\|34.32\|3.56\|32.50\|35.32\|32.50\|322905;2026-04-10\|34.03\|-0.84\|34.70\|35.48\|33.90\|260817;2026-04-13\|33.25\|-2.29\|33.53\|34.06\|32.86\|177579;2026-04-14\|37.80\|13.68\|33.30\|37.87\|33.00\|520566;2026-04-15\|39.76\|5.19\|38.01\|41.49\|38.01\|524011;2026-04-16\|39.11\|-1.63\|39.21\|40.49\|38.81\|323744;2026-04-17\|39.30\|0.49\|39.24\|39.75\|38.00\|260226;2026-04-20\|37.57\|-4.40\|39.30\|39.32\|37.41\|264078;2026-04-21\|38.38\|2.16\|37.07\|39.11\|36.65\|229256;2026-04-22\|43.92\|14.43\|38.20\|44.33\|37.50\|546923;2026-04-23\|42.64\|-2.91\|43.63\|45.60\|42.10\|464983;2026-04-24\|40.29\|-5.51\|42.40\|43.00\|39.30\|325146;2026-04-27\|42.86\|6.38\|39.91\|44.28\|39.34\|423022;2026-04-28\|45.56\|6.30\|43.03\|46.00\|42.55\|369393;2026-04-29\|50.25\|10.29\|45.70\|51.81\|43.95\|417186;2026-04-30\|49.67\|-1.15\|49.54\|50.83\|48.44\|295773;2026-05-06\|52.00\|4.69\|50.00\|52.79\|48.60\|328160;2026-05-07\|58.74\|12.96\|52.00\|59.16\|50.70\|399609;2026-05-08\|58.06\|-1.16\|58.77\|61.66\|56.58\|461446;2026-05-11\|60.70\|4.55\|58.42\|62.79\|58.42\|375736;2026-05-12\|69.22\|14.04\|61.43\|72.84\|59.03\|621149;2026-05-13\|72.00\|4.02\|71.69\|74.00\|70.00\|424811;2026-05-14\|79.24\|10.06\|73.06\|82.88\|73.00\|435357;2026-05-15\|75.05\|-5.29\|80.00\|81.00\|73.87\|416510;2026-05-18\|75.25\|0.27\|74.98\|79.00\|74.30\|335976;2026-05-19\|72.10\|-4.19\|74.43\|75.18\|68.98\|407311;2026-05-20\|75.06\|4.11\|72.00\|76.89\|70.38\|323293;2026-05-21\|71.20\|-5.14\|75.95\|76.75\|70.80\|336652;2026-05-22\|79.39\|11.50\|73.51\|80.75\|73.00\|383785;2026-05-25\|82.86\|4.37\|79.30\|83.88\|77.80\|391309;2026-05-26\|79.97\|-3.49\|82.06\|84.89\|79.19\|266477;2026-05-27\|74.32\|-7.07\|79.97\|80.50\|72.72\|315578;2026-05-28\|76.22\|2.56\|75.79\|77.03\|72.50\|234921;2026-05-29\|70.49\|-7.52\|75.00\|75.45\|69.51\|271592;2026-06-01\|66.56\|-5.58\|72.15\|72.80\|66.09\|269651;2026-06-02\|66.36\|-0.30\|67.85\|68.65\|62.00\|242655;2026-06-03\|69.97\|5.44\|66.00\|71.22\|64.88\|277099;2026-06-04\|73.75\|5.40\|68.71\|75.86\|68.71\|298111;2026-06-05\|72.10\|-2.24\|73.00\|78.97\|71.44\|281715;2026-06-08\|66.60\|-7.63\|68.30\|69.60\|65.50\|242626;2026-06-09\|70.15\|5.33\|68.30\|70.76\|66.96\|204761;2026-06-10\|66.00\|-5.92\|70.14\|70.20\|65.50\|159274;2026-06-11\|74.41\|12.74\|65.50\|75.50\|64.38\|232915;2026-06-12\|70.03\|-5.89\|75.60\|76.65\|69.69\|286506;2026-06-15\|78.22\|11.70\|70.09\|78.91\|68.81\|304078;2026-06-16\|81.80\|4.58\|76.50\|82.85\|76.50\|283809;2026-06-17\|98.16\|20.00\|81.50\|98.16\|81.21\|327650;2026-06-18\|101.58\|3.48\|99.92\|105.00\|97.49\|365267;2026-06-22\|110.00\|8.29\|106.31\|114.80\|106.10\|307906;2026-06-23\|110.13\|0.12\|109.20\|116.88\|107.15\|302806;2026-06-24\|110.65\|0.47\|108.83\|112.22\|104.80\|245681;2026-06-25\|112.71\|1.86\|112.60\|116.50\|108.01\|213324;2026-06-26\|105.26\|-6.61\|113.00\|113.79\|104.50\|219648;2026-06-29\|101.68\|-3.40\|105.65\|106.53\|93.70\|280419;2026-06-30\|101.31\|-0.36\|100.99\|104.32\|97.26\|192185;2026-07-01\|97.20\|-4.06\|101.36\|102.35\|96.70\|162164;2026-07-02\|91.20\|-6.17\|96.00\|100.98\|90.75\|198614;2026-07-03\|95.90\|5.15\|92.19\|102.50\|91.48\|229676;2026-07-06\|93.65\|-2.35\|97.17\|99.98\|92.00\|202546;2026-07-07\|89.11\|-4.85\|92.04\|96.40\|87.00\|184674;2026-07-08\|84.43\|-5.25\|89.99\|90.89\|82.68\|164746;2026-07-09\|86.40\|2.33\|86.86\|88.20\|82.50\|159163;2026-07-10\|84.51\|-2.19\|86.97\|92.80\|84.34\|206878
113974	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：建滔积层板发布涨价函催化PCB上游材料涨价预期，公司HVLP5铜箔正处客户验证阶段，属高频高速PCB关键材料；涨停缘由：PCB行业景气度回升叠加原材料涨价预期强化，HVLP铜箔为AI服务器、高速通信设备必备材料，验证进展引发补涨预期；资金逻辑：小市值+高弹性特征显著，近期资金聚焦PCB板块轮动，主力净流入明显，机构持仓低位，易获游资接力；风险提示：HVLP5铜箔尚未形成收入，验证周期及结果存在不确定性，板块内部分化加剧，需警惕高位滞涨个股回调压力	公司HVLP5铜箔目前正在客户验证测试中，目前尚未形成收入	2026-03-03\|54.51\|-4.62\|57.18\|58.42\|54.38\|130477;2026-03-04\|52.93\|-2.90\|54.08\|55.49\|52.50\|84372;2026-03-05\|51.50\|-2.70\|54.20\|54.20\|50.87\|82696;2026-03-06\|50.60\|-1.75\|50.82\|51.99\|50.03\|50494;2026-03-09\|48.50\|-4.15\|49.39\|49.50\|46.06\|82258;2026-03-10\|50.57\|4.27\|49.90\|51.44\|48.65\|65115;2026-03-11\|52.02\|2.87\|50.82\|55.40\|50.71\|110747;2026-03-12\|50.44\|-3.04\|52.00\|53.10\|49.72\|64350;2026-03-13\|54.22\|7.49\|49.95\|54.57\|49.56\|123701;2026-03-16\|59.00\|8.82\|54.00\|60.50\|52.35\|233408;2026-03-17\|56.21\|-4.73\|59.28\|61.49\|56.21\|173369;2026-03-18\|58.34\|3.79\|57.33\|59.00\|54.43\|152977;2026-03-19\|55.32\|-5.18\|56.00\|56.38\|54.49\|113665;2026-03-20\|53.09\|-4.03\|55.81\|56.30\|53.00\|88459;2026-03-23\|50.10\|-5.63\|51.03\|53.64\|49.50\|104897;2026-03-24\|52.37\|4.53\|51.37\|52.70\|48.46\|83720;2026-03-25\|52.19\|-0.34\|52.50\|54.15\|51.50\|78531;2026-03-26\|51.97\|-0.42\|52.15\|55.54\|51.15\|106323;2026-03-27\|52.91\|1.81\|51.37\|54.43\|49.80\|87910;2026-03-30\|52.37\|-1.02\|51.52\|53.36\|51.50\|54567;2026-03-31\|49.10\|-6.24\|52.00\|52.22\|48.78\|92820;2026-04-01\|50.68\|3.22\|50.18\|51.40\|49.63\|69415;2026-04-02\|47.55\|-6.18\|50.08\|50.23\|47.00\|70307;2026-04-03\|47.17\|-0.80\|47.87\|50.21\|47.11\|57947;2026-04-07\|48.30\|2.40\|47.50\|49.51\|47.25\|69994;2026-04-08\|53.30\|10.35\|50.00\|53.48\|49.10\|112189;2026-04-09\|54.40\|2.06\|52.01\|55.30\|51.89\|100851;2026-04-10\|54.33\|-0.13\|54.04\|55.38\|54.00\|81488;2026-04-13\|55.65\|2.43\|53.70\|56.12\|53.69\|79336;2026-04-14\|56.71\|1.90\|55.77\|57.45\|55.37\|83140;2026-04-15\|57.62\|1.60\|56.60\|60.20\|56.60\|127784;2026-04-16\|57.48\|-0.24\|57.74\|58.88\|56.70\|79349;2026-04-17\|58.00\|0.90\|57.13\|59.20\|56.66\|64226;2026-04-20\|58.99\|1.71\|58.26\|62.46\|58.20\|103728;2026-04-21\|62.79\|6.44\|58.86\|64.20\|57.92\|150077;2026-04-22\|63.25\|0.73\|63.32\|68.57\|61.99\|153362;2026-04-23\|59.81\|-5.44\|63.25\|63.80\|59.72\|108290;2026-04-24\|57.97\|-3.08\|59.81\|60.30\|57.13\|70968;2026-04-27\|61.29\|5.73\|57.71\|62.88\|57.20\|121164;2026-04-28\|62.70\|2.30\|61.00\|64.59\|60.33\|127873;2026-04-29\|65.11\|3.84\|61.25\|66.17\|61.25\|145807;2026-04-30\|62.49\|-4.02\|64.00\|64.28\|61.16\|124332;2026-05-06\|66.13\|5.82\|62.83\|67.98\|61.89\|135441;2026-05-07\|73.99\|11.89\|65.48\|75.50\|63.63\|198747;2026-05-08\|72.31\|-2.27\|72.90\|75.96\|72.00\|144986;2026-05-11\|73.36\|1.45\|72.33\|74.86\|70.87\|131172;2026-05-12\|75.98\|3.57\|73.03\|78.99\|73.03\|136475;2026-05-13\|80.68\|6.19\|74.00\|84.20\|73.00\|185209;2026-05-14\|74.02\|-8.25\|80.35\|81.40\|74.02\|146664;2026-05-15\|72.07\|-2.63\|75.14\|75.99\|71.02\|127076;2026-05-18\|73.82\|2.43\|71.69\|76.00\|70.30\|102224;2026-05-19\|72.14\|-2.28\|73.45\|74.39\|70.01\|86150;2026-05-20\|73.45\|1.82\|70.80\|74.57\|69.59\|110365;2026-05-21\|70.35\|-4.22\|73.90\|76.20\|70.00\|99347;2026-05-22\|77.52\|10.19\|70.85\|80.66\|70.85\|138748;2026-05-25\|84.60\|9.13\|81.45\|85.29\|79.20\|146478;2026-05-26\|82.42\|-2.58\|82.51\|84.03\|78.55\|126452;2026-05-27\|82.20\|-0.27\|82.68\|88.82\|81.61\|156739;2026-05-28\|90.88\|10.56\|82.85\|92.87\|82.85\|174246;2026-05-29\|87.35\|-3.88\|90.00\|91.98\|85.00\|167709;2026-06-01\|80.20\|-8.19\|87.35\|89.35\|80.05\|138566;2026-06-02\|82.00\|2.24\|80.11\|84.60\|77.10\|128944;2026-06-03\|84.12\|2.59\|80.44\|88.71\|80.42\|127673;2026-06-04\|82.17\|-2.32\|82.83\|83.83\|80.13\|98456;2026-06-05\|82.00\|-0.21\|80.60\|85.88\|79.11\|105233;2026-06-08\|77.78\|-5.03\|75.03\|81.44\|74.66\|116852;2026-06-09\|81.26\|4.47\|79.00\|81.70\|78.03\|100235;2026-06-10\|80.26\|-1.23\|79.01\|82.98\|78.14\|95678;2026-06-11\|93.30\|16.25\|79.00\|94.68\|78.08\|215836;2026-06-12\|92.99\|-0.33\|92.82\|99.89\|89.60\|197645;2026-06-15\|97.24\|4.57\|96.00\|100.62\|94.02\|184762;2026-06-16\|109.21\|12.31\|98.50\|113.00\|98.33\|206878;2026-06-17\|103.00\|-5.69\|106.02\|110.50\|101.76\|192630;2026-06-18\|103.17\|0.17\|101.00\|105.19\|99.88\|146582;2026-06-22\|98.90\|-4.14\|103.10\|104.00\|96.67\|151766;2026-06-23\|95.08\|-3.86\|101.00\|101.60\|94.00\|111651;2026-06-24\|99.31\|4.45\|95.45\|100.38\|94.00\|122827;2026-06-25\|99.87\|0.56\|98.79\|102.60\|97.44\|124773;2026-06-26\|93.98\|-5.90\|97.58\|97.58\|91.09\|121068;2026-06-29\|84.64\|-9.94\|93.20\|94.33\|82.30\|142447;2026-06-30\|86.79\|2.54\|84.95\|89.00\|83.10\|93696;2026-07-01\|83.98\|-3.24\|87.83\|89.70\|83.56\|93145;2026-07-02\|78.61\|-6.39\|81.78\|83.60\|78.20\|96060;2026-07-03\|77.80\|-1.03\|78.60\|81.35\|76.09\|85554;2026-07-06\|72.86\|-6.35\|78.96\|80.47\|72.07\|90949;2026-07-07\|69.76\|-4.25\|73.00\|74.00\|68.75\|70135;2026-07-08\|66.13\|-5.20\|69.76\|70.36\|66.00\|61611;2026-07-09\|69.82\|5.58\|68.07\|69.99\|64.00\|77787;2026-07-10\|67.08\|-3.92\|70.14\|71.86\|67.04\|76912
113973	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+AI服务器+AIPC+分红实施行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月29日年报，公司紧跟AI算力发展趋势，持续提升高层数及高频高速PCB产品研发能力，相关产品已应用于AI服务器及高性能服务器平台。 2、据2026年4月29日年报，在AIPC领域，公司与多家主流PC厂商建立合作关系，围绕高算力平台技术需求进行产品开发并实现稳定供货。 3、据2026年6月11日公告，公司披露2025年年度权益分派实施公告，拟向全体股东每10股派发现金红利3元含税，股权登记日为2026年6月17日。	公司表示有通过供应体系向英伟达提供PCB系列产品，目前正在积极参与英伟达R系列产品的打样和测试工作，主要为GPU相关产品	2026-03-03\|44.04\|-7.05\|47.52\|47.68\|43.50\|104574;2026-03-04\|43.90\|-0.32\|44.10\|44.98\|43.41\|55006;2026-03-05\|48.29\|10.00\|44.79\|48.29\|43.80\|98426;2026-03-06\|53.12\|10.00\|48.84\|53.12\|47.32\|203437;2026-03-09\|53.18\|0.11\|51.83\|54.48\|51.21\|206045;2026-03-10\|52.61\|-1.07\|52.96\|54.50\|52.26\|159012;2026-03-11\|52.71\|0.19\|52.61\|53.86\|51.81\|141042;2026-03-12\|48.66\|-7.68\|52.43\|52.71\|48.36\|148586;2026-03-13\|47.90\|-1.56\|48.66\|48.96\|46.95\|102147;2026-03-16\|49.10\|2.51\|47.70\|49.16\|45.80\|119109;2026-03-17\|46.29\|-5.72\|49.10\|49.10\|46.15\|95294;2026-03-18\|50.92\|10.00\|47.14\|50.92\|46.50\|83988;2026-03-19\|49.38\|-3.02\|50.92\|50.99\|49.10\|105696;2026-03-20\|48.25\|-2.29\|49.89\|50.50\|48.20\|101342;2026-03-23\|46.00\|-4.66\|47.00\|48.70\|45.88\|74690;2026-03-24\|47.13\|2.46\|47.87\|47.89\|45.91\|63912;2026-03-25\|48.00\|1.85\|47.87\|49.20\|47.02\|68389;2026-03-26\|47.14\|-1.79\|47.80\|48.65\|46.82\|65256;2026-03-27\|46.41\|-1.55\|46.31\|47.20\|45.17\|57997;2026-03-30\|46.75\|0.73\|45.50\|46.90\|45.21\|46203;2026-03-31\|47.84\|2.33\|46.59\|48.91\|45.80\|93932;2026-04-01\|48.09\|0.52\|47.96\|49.38\|47.68\|71363;2026-04-02\|46.92\|-2.43\|47.95\|48.03\|46.60\|46309;2026-04-03\|45.26\|-3.54\|47.02\|47.28\|45.00\|45305;2026-04-07\|45.76\|1.10\|45.58\|46.79\|45.33\|45114;2026-04-08\|49.83\|8.89\|47.00\|50.31\|46.89\|99917;2026-04-09\|49.91\|0.16\|49.00\|50.60\|48.72\|78220;2026-04-10\|50.58\|1.34\|50.15\|51.25\|50.01\|78646;2026-04-13\|51.92\|2.65\|50.08\|52.40\|49.81\|78335;2026-04-14\|52.45\|1.02\|52.00\|53.40\|51.62\|79928;2026-04-15\|50.92\|-2.92\|52.44\|53.88\|50.80\|96075;2026-04-16\|50.92\|0.00\|50.58\|51.10\|50.00\|72514;2026-04-17\|51.75\|1.63\|50.65\|52.70\|50.31\|85543;2026-04-20\|51.26\|-0.95\|51.88\|52.57\|50.90\|78305;2026-04-21\|51.10\|-0.31\|50.82\|51.69\|50.65\|46739;2026-04-22\|51.14\|0.08\|50.77\|51.75\|50.60\|56669;2026-04-23\|50.86\|-0.55\|51.57\|51.57\|49.56\|65134;2026-04-24\|49.12\|-3.42\|50.31\|51.69\|48.92\|53370;2026-04-27\|49.43\|0.63\|49.47\|50.20\|48.56\|69347;2026-04-28\|51.11\|3.40\|49.42\|52.05\|49.20\|110597;2026-04-29\|51.72\|1.19\|47.00\|51.98\|47.00\|160992;2026-04-30\|52.25\|1.02\|52.13\|53.26\|51.55\|72932;2026-05-06\|53.35\|2.11\|53.00\|54.96\|52.37\|80297;2026-05-07\|55.88\|4.74\|54.04\|56.09\|53.74\|93676;2026-05-08\|58.45\|4.60\|55.35\|59.01\|54.98\|97260;2026-05-11\|58.98\|0.91\|59.60\|59.99\|57.00\|85868;2026-05-12\|57.74\|-2.10\|58.93\|59.24\|56.95\|79765;2026-05-13\|57.57\|-0.29\|57.48\|57.74\|56.20\|63149;2026-05-14\|54.10\|-6.03\|57.86\|57.86\|54.10\|90679;2026-05-15\|51.89\|-4.08\|54.12\|54.84\|50.90\|76311;2026-05-18\|51.18\|-1.37\|51.54\|51.88\|50.40\|47800;2026-05-19\|53.31\|4.16\|50.88\|55.06\|49.05\|90249;2026-05-20\|53.86\|1.03\|53.16\|54.30\|52.20\|53341;2026-05-21\|52.53\|-2.47\|54.20\|56.57\|52.31\|92561;2026-05-22\|56.06\|6.72\|53.00\|57.37\|53.00\|94482;2026-05-25\|57.13\|1.91\|57.30\|57.94\|55.95\|81142;2026-05-26\|57.51\|0.67\|56.40\|58.56\|55.70\|73530;2026-05-27\|54.60\|-5.06\|57.00\|57.57\|53.84\|69509;2026-05-28\|54.53\|-0.13\|54.52\|55.18\|52.28\|78756;2026-05-29\|52.30\|-4.09\|54.68\|56.33\|51.77\|72252;2026-06-01\|55.45\|6.02\|53.93\|57.53\|53.00\|150208;2026-06-02\|55.45\|0.00\|55.08\|57.00\|53.72\|116758;2026-06-03\|54.06\|-2.51\|55.60\|56.48\|53.18\|94962;2026-06-04\|54.05\|-0.02\|53.10\|54.73\|52.62\|72273;2026-06-05\|52.00\|-3.79\|53.04\|53.71\|51.16\|77597;2026-06-08\|50.57\|-2.75\|48.59\|51.35\|48.08\|94637;2026-06-09\|52.28\|3.38\|50.93\|52.98\|50.45\|70754;2026-06-10\|50.01\|-4.34\|51.86\|53.23\|49.85\|72428;2026-06-11\|55.01\|10.00\|50.08\|55.01\|49.11\|79183;2026-06-12\|55.98\|1.76\|57.50\|57.75\|55.23\|97162;2026-06-15\|61.58\|10.00\|56.53\|61.58\|56.00\|75384;2026-06-16\|65.79\|6.84\|62.68\|67.40\|61.00\|149833;2026-06-17\|67.68\|2.87\|65.28\|69.77\|65.00\|120773;2026-06-18\|70.03\|3.93\|67.47\|70.66\|66.01\|97825;2026-06-22\|67.05\|-4.26\|70.01\|70.18\|65.40\|118644;2026-06-23\|67.19\|0.21\|66.50\|69.22\|64.88\|95395;2026-06-24\|66.90\|-0.43\|67.00\|68.39\|65.00\|80842;2026-06-25\|66.65\|-0.37\|66.90\|67.66\|64.80\|68957;2026-06-26\|63.96\|-4.04\|66.11\|66.25\|63.05\|59760;2026-06-29\|61.30\|-4.16\|63.96\|67.92\|59.61\|77434;2026-06-30\|63.94\|4.31\|61.20\|64.48\|60.62\|59606;2026-07-01\|63.03\|-1.42\|63.89\|66.30\|62.00\|51640;2026-07-02\|58.02\|-7.95\|61.19\|62.83\|57.66\|75177;2026-07-03\|57.15\|-1.50\|58.14\|59.83\|57.00\|47430;2026-07-06\|56.05\|-1.92\|57.50\|58.84\|55.00\|44831;2026-07-07\|54.43\|-2.89\|55.95\|56.90\|52.18\|64036;2026-07-08\|53.70\|-1.34\|54.99\|55.01\|52.24\|45560;2026-07-09\|56.10\|4.47\|54.63\|56.49\|52.40\|58733;2026-07-10\|54.34\|-3.14\|56.10\|57.40\|54.34\|63653
113972	全球最大PPE树脂产区停产，PCB材料持续涨价	800G光模块PCB+AMB陶瓷衬板+AI算力行业原因：国泰海通5月22日研报指出，谷歌、微软、Meta上调2026年资本开支，与此同时，NPO、轻相干等新型互联技术持续演进。在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年4月28日年报，公司400G、800G光模块PCB已实现批量供货头部厂商，并积极推动1.6T光模块PCB量产，受益于AI算力基础设施建设，光模块业务已成为公司核心增长点。 2、据2026年5月15日互动易，AMB陶瓷衬板已批量配套新能源汽车、激光雷达及MicroTEC头部厂商，形成高附加值第二赛道。 3、据2026年4月28日年报，公司是行业内少数同时掌握PCB全工艺和陶瓷衬板工艺的企业，形成了独特的“PCB+陶瓷衬板”一体化技术优势，主要业务覆盖AI服务器、光模块、汽车电子等高增长赛道。	公司为国内PCB细分HDI板龙头，现已为多家客户批量提供400G、800G光模块产品	2026-03-03\|13.06\|-4.18\|13.70\|13.70\|12.93\|575362;2026-03-04\|13.04\|-0.15\|12.88\|13.44\|12.84\|326725;2026-03-05\|13.14\|0.77\|13.34\|13.46\|13.03\|334956;2026-03-06\|13.78\|4.87\|13.08\|14.11\|12.91\|608883;2026-03-09\|13.41\|-2.69\|13.47\|13.53\|12.93\|450858;2026-03-10\|14.02\|4.55\|13.58\|14.16\|13.51\|556748;2026-03-11\|15.42\|9.99\|14.36\|15.42\|14.36\|824478;2026-03-12\|15.60\|1.17\|15.34\|16.29\|15.04\|1442539;2026-03-13\|15.43\|-1.09\|15.30\|15.87\|15.11\|737921;2026-03-16\|15.41\|-0.13\|15.43\|15.69\|15.15\|641158;2026-03-17\|14.56\|-5.52\|15.71\|15.74\|14.54\|695084;2026-03-18\|14.73\|1.17\|14.37\|14.83\|14.22\|563782;2026-03-19\|14.14\|-4.01\|14.25\|14.53\|14.03\|381226;2026-03-20\|13.48\|-4.67\|14.26\|14.56\|13.48\|424830;2026-03-23\|12.43\|-7.79\|12.90\|13.44\|12.22\|575432;2026-03-24\|12.99\|4.51\|12.73\|13.07\|12.26\|454142;2026-03-25\|13.70\|5.47\|13.05\|14.08\|13.05\|462919;2026-03-26\|13.49\|-1.53\|13.67\|14.02\|13.37\|328931;2026-03-27\|13.33\|-1.19\|13.17\|13.62\|12.90\|330411;2026-03-30\|13.28\|-0.38\|13.19\|13.35\|12.87\|252237;2026-03-31\|12.67\|-4.59\|13.11\|13.35\|12.58\|334411;2026-04-01\|13.28\|4.81\|13.01\|13.68\|13.01\|350790;2026-04-02\|12.68\|-4.52\|13.20\|13.25\|12.57\|272901;2026-04-03\|12.61\|-0.55\|12.75\|12.92\|12.47\|259544;2026-04-07\|12.64\|0.24\|12.62\|12.95\|12.52\|209653;2026-04-08\|13.63\|7.83\|13.05\|13.66\|12.96\|374328;2026-04-09\|13.96\|2.42\|13.45\|14.03\|13.42\|443201;2026-04-10\|13.85\|-0.79\|14.08\|14.20\|13.81\|342189;2026-04-13\|14.19\|2.45\|13.69\|14.30\|13.61\|368869;2026-04-14\|14.26\|0.49\|14.33\|14.46\|14.10\|401734;2026-04-15\|14.24\|-0.14\|14.32\|14.50\|14.12\|340310;2026-04-16\|14.33\|0.63\|14.20\|14.48\|14.01\|272857;2026-04-17\|14.63\|2.09\|14.31\|14.74\|14.26\|354070;2026-04-20\|14.99\|2.46\|14.72\|15.04\|14.51\|465362;2026-04-21\|15.69\|4.67\|14.80\|15.80\|14.74\|650311;2026-04-22\|16.51\|5.23\|15.53\|16.70\|15.51\|685355;2026-04-23\|16.04\|-2.85\|16.48\|16.88\|15.92\|600870;2026-04-24\|16.10\|0.37\|15.81\|16.66\|15.55\|587263;2026-04-27\|15.92\|-1.12\|16.10\|16.36\|15.65\|426944;2026-04-28\|15.54\|-2.39\|14.96\|16.11\|14.93\|702908;2026-04-29\|15.80\|1.67\|15.51\|16.11\|15.00\|387295;2026-04-30\|15.50\|-1.90\|15.91\|15.97\|15.32\|328016;2026-05-06\|17.05\|10.00\|16.38\|17.05\|16.28\|121770;2026-05-07\|17.99\|5.51\|18.76\|18.76\|17.47\|1090850;2026-05-08\|18.38\|2.17\|17.96\|18.54\|17.30\|761956;2026-05-11\|20.22\|10.01\|19.00\|20.22\|18.49\|1171315;2026-05-12\|20.22\|0.00\|20.30\|20.96\|20.01\|959729;2026-05-13\|22.24\|9.99\|19.68\|22.24\|19.68\|747543;2026-05-14\|21.37\|-3.91\|22.51\|22.68\|21.33\|861848;2026-05-15\|21.11\|-1.22\|21.48\|22.12\|20.64\|679177;2026-05-18\|20.88\|-1.09\|21.11\|21.88\|20.66\|571575;2026-05-19\|20.68\|-0.96\|20.68\|20.85\|19.78\|523228;2026-05-20\|20.19\|-2.37\|20.58\|20.93\|20.00\|449403;2026-05-21\|20.54\|1.73\|20.56\|22.21\|20.43\|1020864;2026-05-22\|22.59\|9.98\|21.20\|22.59\|21.20\|1080174;2026-05-25\|24.85\|10.00\|23.50\|24.85\|23.07\|615239;2026-05-26\|26.24\|5.59\|25.21\|26.99\|24.96\|1134704;2026-05-27\|24.12\|-8.08\|25.92\|26.24\|23.91\|918512;2026-05-28\|25.42\|5.39\|24.05\|26.00\|23.11\|799799;2026-05-29\|23.98\|-5.66\|25.53\|25.94\|23.79\|634731;2026-06-01\|22.36\|-6.76\|23.40\|24.52\|22.00\|648181;2026-06-02\|22.13\|-1.03\|22.65\|22.78\|21.30\|531779;2026-06-03\|21.71\|-1.90\|22.32\|22.78\|21.30\|633848;2026-06-04\|21.67\|-0.18\|21.40\|22.00\|21.08\|463013;2026-06-05\|21.44\|-1.06\|21.30\|22.55\|20.62\|535418;2026-06-08\|20.60\|-3.92\|19.68\|21.37\|19.65\|442921;2026-06-09\|21.79\|5.78\|21.61\|21.94\|20.84\|427853;2026-06-10\|21.56\|-1.06\|21.38\|22.04\|20.94\|379878;2026-06-11\|23.72\|10.02\|21.35\|23.72\|21.11\|522857;2026-06-12\|23.41\|-1.31\|25.00\|25.73\|23.30\|859643;2026-06-15\|24.97\|6.71\|23.41\|25.15\|23.41\|516534;2026-06-16\|25.37\|1.60\|25.16\|25.65\|24.50\|547399;2026-06-17\|26.76\|5.48\|24.75\|27.49\|24.75\|665050;2026-06-18\|28.65\|7.06\|26.50\|29.44\|26.18\|766876;2026-06-22\|28.42\|-0.80\|28.73\|29.62\|27.42\|748397;2026-06-23\|28.01\|-1.44\|28.12\|28.46\|26.37\|551076;2026-06-24\|27.09\|-3.28\|29.00\|30.50\|26.00\|867018;2026-06-25\|26.42\|-2.47\|26.90\|28.70\|26.01\|942465;2026-06-26\|25.26\|-4.39\|26.41\|26.76\|24.95\|679665;2026-06-29\|26.65\|5.50\|25.28\|27.10\|24.02\|919632;2026-06-30\|26.71\|0.23\|26.44\|26.79\|25.21\|606632;2026-07-01\|25.58\|-4.23\|26.41\|26.84\|25.10\|545405;2026-07-02\|23.66\|-7.51\|24.50\|25.28\|23.32\|520691;2026-07-03\|22.78\|-3.72\|23.30\|24.10\|22.78\|380644;2026-07-06\|21.13\|-7.24\|23.11\|23.22\|21.00\|428465;2026-07-07\|20.13\|-4.73\|21.13\|21.62\|19.82\|348510;2026-07-08\|19.13\|-4.97\|20.26\|20.33\|18.88\|322330;2026-07-09\|19.83\|3.66\|19.47\|20.59\|18.60\|456437;2026-07-10\|19.38\|-2.27\|20.00\|21.28\|19.35\|489153
113971	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板上游（PPE树脂）+光纤概念+拟收购南通星辰 1、据2026年6月11日公告，公司拟向蓝星集团发行股份购买南通星辰100%股权，南通星辰自主掌握聚苯醚PPE核心技术，产能居国内首位。 2、据2026年6月9日互动易，公司高模型对位芳纶凭借高模量性能优势，已实现光纤光缆领域全球TOP5客户稳定供货，目前总产能8000吨/年。 3、据2026年6月11日重组报告书草案，南通星辰特种PPE树脂是高频覆铜板核心基材，2025年产能达780吨，并拟新建1500吨/年项目，应用于AI服务器等市场。 4、据2026年6月11日公告，本次交易完成后，公司控股股东仍为中化股份，实际控制人仍为国务院国资委。	1、公司拟收购南通星辰100%股权，标的核心业务为环氧树脂和工程塑料，主营产品包括双酚A、环氧树脂、聚苯醚（PPE）、聚对苯二甲酸丁二酯（PBT）及系列改性工程塑料； 2、目前公司对位芳纶总产能8000吨/年，已实现光纤光缆领域全球TOP5客户稳定供货	2026-03-03\|4.56\|-4.60\|4.77\|4.78\|4.53\|693106;2026-03-04\|4.51\|-1.10\|4.50\|4.63\|4.47\|529691;2026-03-05\|4.54\|0.67\|4.54\|4.60\|4.45\|372067;2026-03-06\|4.79\|5.51\|4.52\|4.83\|4.49\|822037;2026-03-09\|4.73\|-1.25\|4.89\|4.93\|4.68\|776471;2026-03-10\|4.58\|-3.17\|4.66\|4.73\|4.56\|766356;2026-03-11\|4.79\|4.59\|4.57\|4.82\|4.52\|958026;2026-03-12\|4.93\|2.92\|4.86\|5.03\|4.77\|1158693;2026-03-13\|4.92\|-0.20\|4.93\|5.02\|4.88\|797643;2026-03-16\|4.76\|-3.25\|4.89\|5.03\|4.71\|826024;2026-03-17\|4.64\|-2.52\|4.73\|4.86\|4.64\|554142;2026-03-18\|4.56\|-1.72\|4.65\|4.67\|4.49\|559541;2026-03-19\|4.43\|-2.85\|4.55\|4.58\|4.40\|558279;2026-03-20\|4.29\|-3.16\|4.41\|4.45\|4.29\|454785;2026-03-23\|4.28\|-0.23\|4.23\|4.45\|4.13\|642160;2026-03-24\|4.29\|0.23\|4.33\|4.34\|4.13\|421959;2026-03-25\|4.41\|2.80\|4.26\|4.42\|4.24\|391734;2026-03-26\|4.33\|-1.81\|4.39\|4.55\|4.31\|427987;2026-03-27\|4.47\|3.23\|4.30\|4.51\|4.27\|488103;2026-03-30\|4.46\|-0.22\|4.45\|4.50\|4.36\|367890;2026-03-31\|4.34\|-2.69\|4.45\|4.47\|4.32\|340178;2026-04-01\|4.41\|1.61\|4.38\|4.45\|4.36\|274816;2026-04-02\|4.35\|-1.36\|4.40\|4.43\|4.32\|262441;2026-04-03\|4.17\|-4.14\|4.34\|4.37\|4.14\|335363;2026-04-07\|4.42\|6.00\|4.16\|4.43\|4.14\|477478;2026-04-08\|4.41\|-0.23\|4.40\|4.42\|4.34\|416585;2026-04-09\|4.39\|-0.45\|4.39\|4.44\|4.37\|282853;2026-04-10\|4.45\|1.37\|4.40\|4.52\|4.38\|279501;2026-04-13\|4.40\|-1.12\|4.41\|4.43\|4.27\|349974;2026-04-14\|4.39\|-0.23\|4.38\|4.41\|4.32\|238176;2026-04-15\|4.30\|-2.05\|4.38\|4.40\|4.25\|319100;2026-04-16\|4.31\|0.23\|4.29\|4.33\|4.25\|227337;2026-04-17\|4.28\|-0.70\|4.31\|4.37\|4.27\|273004;2026-04-20\|4.24\|-0.93\|4.29\|4.29\|4.18\|408294;2026-04-21\|4.19\|-1.18\|4.22\|4.23\|4.16\|235293;2026-04-22\|4.19\|0.00\|4.18\|4.22\|4.16\|263922;2026-04-23\|4.26\|1.67\|4.19\|4.31\|4.18\|347814;2026-04-24\|4.30\|0.94\|4.25\|4.32\|4.20\|306587;2026-04-27\|4.22\|-1.86\|4.28\|4.28\|4.20\|225583;2026-04-28\|4.45\|5.45\|4.21\|4.50\|4.21\|650086;2026-04-29\|4.43\|-0.45\|4.38\|4.45\|4.33\|373365;2026-04-30\|4.60\|3.84\|4.45\|4.72\|4.38\|729632;2026-05-06\|4.78\|3.91\|4.65\|4.88\|4.59\|748178;2026-05-07\|4.82\|0.84\|4.85\|4.90\|4.70\|620355;2026-05-08\|4.96\|2.90\|4.80\|5.05\|4.77\|826104;2026-05-11\|5.17\|4.23\|5.05\|5.32\|5.05\|891735;2026-05-12\|5.18\|0.19\|5.16\|5.27\|5.12\|556589;2026-05-13\|5.70\|10.04\|5.18\|5.70\|5.14\|1863721;2026-05-14\|5.88\|3.16\|5.86\|6.10\|5.77\|2262204;2026-05-15\|5.66\|-3.74\|5.86\|6.10\|5.66\|1611575;2026-05-18\|6.23\|10.07\|5.64\|6.23\|5.49\|1979444;2026-05-19\|6.13\|-1.61\|6.30\|6.45\|5.95\|2087233;2026-05-20\|6.15\|0.33\|6.13\|6.46\|6.03\|1405456;2026-05-21\|5.93\|-3.58\|6.15\|6.22\|5.85\|1381227;2026-05-22\|6.31\|6.41\|5.95\|6.49\|5.88\|1549836;2026-05-25\|5.71\|-9.51\|6.25\|6.28\|5.68\|1249842;2026-05-26\|5.78\|1.23\|5.71\|5.91\|5.59\|918882;2026-05-27\|5.40\|-6.57\|5.84\|6.17\|5.30\|1195841;2026-05-28\|5.48\|1.48\|5.32\|5.57\|5.27\|768885;2026-05-29\|5.38\|-1.82\|5.50\|5.73\|5.32\|773827;2026-06-01\|5.70\|5.95\|5.36\|5.90\|5.30\|1038258;2026-06-02\|6.27\|10.00\|5.68\|6.27\|5.48\|1725946;2026-06-03\|5.97\|-4.78\|6.37\|6.37\|5.81\|1687731;2026-06-04\|5.70\|-4.52\|5.87\|5.94\|5.65\|790849;2026-06-05\|5.70\|0.00\|5.70\|5.98\|5.51\|1035945;2026-06-08\|5.41\|-5.09\|5.48\|5.54\|5.27\|886789;2026-06-09\|5.95\|9.98\|5.85\|5.95\|5.85\|406417;2026-06-10\|6.55\|10.08\|6.55\|6.55\|6.55\|314388;2026-06-11\|7.21\|10.08\|7.21\|7.21\|7.21\|388870;2026-06-12\|7.93\|9.99\|7.90\|7.93\|7.48\|5777932;2026-06-15\|8.24\|3.91\|7.85\|8.49\|7.25\|5391538;2026-06-16\|9.06\|9.95\|9.00\|9.06\|9.00\|1031098;2026-06-17\|9.20\|1.55\|9.46\|9.85\|8.74\|5885758;2026-06-18\|8.83\|-4.02\|8.87\|9.13\|8.34\|4085814;2026-06-22\|8.76\|-0.79\|8.80\|8.96\|8.20\|3616506;2026-06-23\|8.04\|-8.22\|8.69\|8.98\|7.89\|3157740;2026-06-24\|7.85\|-2.36\|7.85\|8.09\|7.64\|2245542;2026-06-25\|8.64\|10.06\|7.81\|8.64\|7.70\|2744230;2026-06-26\|8.92\|3.24\|8.72\|9.50\|8.65\|4025320;2026-06-29\|8.03\|-9.98\|8.82\|8.99\|8.03\|2253227;2026-06-30\|7.83\|-2.49\|8.00\|8.10\|7.60\|2476860;2026-07-01\|7.96\|1.66\|7.68\|8.60\|7.68\|2442250;2026-07-02\|7.51\|-5.65\|7.50\|8.18\|7.16\|2095638;2026-07-03\|7.36\|-2.00\|7.45\|7.68\|7.26\|1371127;2026-07-06\|6.98\|-5.16\|7.39\|7.47\|6.90\|1256986;2026-07-07\|6.73\|-3.58\|6.91\|7.21\|6.69\|953931;2026-07-08\|6.39\|-5.05\|6.77\|6.84\|6.38\|1104772;2026-07-09\|6.60\|3.29\|6.44\|6.61\|6.06\|1255383;2026-07-10\|6.45\|-2.27\|6.58\|6.96\|6.44\|1207943
113970	工信部：加强高端光电芯片和器件研发	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。公司目前不生产法拉第旋转片。公司采购法拉第旋转片用于生产光隔离器	2026-03-03\|163.03\|-3.36\|173.00\|175.00\|163.00\|65262;2026-03-04\|157.53\|-3.37\|155.80\|164.90\|154.01\|47271;2026-03-05\|163.63\|3.87\|162.00\|170.00\|157.66\|63331;2026-03-06\|156.99\|-4.06\|160.01\|162.01\|155.09\|53245;2026-03-09\|147.11\|-6.29\|150.00\|150.74\|142.50\|48226;2026-03-10\|155.98\|6.03\|150.05\|156.56\|150.05\|54734;2026-03-11\|154.18\|-1.15\|156.03\|165.19\|154.16\|62628;2026-03-12\|150.15\|-2.61\|154.50\|159.69\|146.50\|54127;2026-03-13\|146.55\|-2.40\|147.70\|151.68\|145.60\|28414;2026-03-16\|151.41\|3.32\|146.00\|152.35\|144.87\|38801;2026-03-17\|140.35\|-7.30\|150.12\|151.38\|138.93\|47834;2026-03-18\|143.18\|2.02\|141.00\|143.63\|139.48\|22717;2026-03-19\|140.02\|-2.21\|140.00\|142.98\|139.39\|21159;2026-03-20\|146.74\|4.80\|142.88\|155.00\|142.88\|79811;2026-03-23\|135.67\|-7.54\|143.09\|145.76\|133.99\|56097;2026-03-24\|158.00\|16.46\|139.50\|162.80\|135.05\|109696;2026-03-25\|156.00\|-1.27\|160.28\|161.30\|153.80\|92920;2026-03-26\|158.27\|1.46\|151.49\|167.00\|151.10\|88028;2026-03-27\|159.79\|0.96\|151.22\|162.70\|149.00\|75056;2026-03-30\|162.99\|2.00\|160.01\|167.89\|158.65\|80989;2026-03-31\|160.00\|-1.83\|157.04\|163.94\|153.53\|70099;2026-04-01\|158.60\|-0.88\|162.75\|163.39\|154.00\|64708;2026-04-02\|160.12\|0.96\|155.33\|166.99\|155.28\|75890;2026-04-03\|170.40\|6.42\|162.98\|174.60\|160.59\|116772;2026-04-07\|174.08\|2.16\|167.50\|176.50\|160.60\|129226;2026-04-08\|191.28\|9.88\|179.88\|195.10\|173.05\|146867;2026-04-09\|195.90\|2.42\|188.70\|197.00\|186.00\|103834;2026-04-10\|186.33\|-4.89\|194.00\|194.71\|185.13\|101460;2026-04-13\|191.23\|2.63\|183.39\|193.99\|182.60\|76863;2026-04-14\|193.00\|0.93\|189.00\|201.60\|185.50\|88348;2026-04-15\|186.60\|-3.32\|193.98\|195.88\|184.45\|67420;2026-04-16\|186.38\|-0.12\|185.24\|189.69\|183.71\|57312;2026-04-17\|199.12\|6.84\|189.00\|202.00\|186.00\|109969;2026-04-20\|193.19\|-2.98\|200.00\|200.50\|191.00\|79617;2026-04-21\|205.90\|6.58\|189.33\|208.02\|185.01\|103763;2026-04-22\|214.07\|3.97\|202.93\|217.78\|202.00\|98686;2026-04-23\|189.99\|-11.25\|216.29\|217.00\|188.00\|124529;2026-04-24\|185.00\|-2.63\|188.00\|190.69\|179.10\|72894;2026-04-27\|185.11\|0.06\|182.92\|186.96\|179.93\|60523;2026-04-28\|178.13\|-3.77\|183.26\|192.22\|177.89\|64626;2026-04-29\|177.19\|-0.53\|176.88\|181.95\|175.01\|48018;2026-04-30\|180.99\|2.14\|179.65\|185.84\|175.50\|57979;2026-05-06\|192.75\|6.50\|183.34\|195.87\|180.08\|83912;2026-05-07\|200.33\|3.93\|191.59\|204.00\|187.00\|75127;2026-05-08\|240.40\|20.00\|196.00\|240.40\|193.35\|136600;2026-05-11\|230.18\|-4.25\|244.00\|244.55\|227.63\|119786;2026-05-12\|253.98\|10.34\|233.99\|270.83\|223.02\|151223;2026-05-13\|266.00\|4.73\|250.14\|275.50\|243.00\|116920;2026-05-14\|266.14\|0.05\|272.43\|288.88\|264.58\|106008;2026-05-15\|261.94\|-1.58\|269.00\|283.50\|258.02\|96728;2026-05-18\|251.30\|-4.06\|264.75\|267.60\|249.63\|81540;2026-05-19\|247.90\|-1.35\|248.79\|250.80\|235.50\|65574;2026-05-20\|250.50\|1.05\|248.00\|254.12\|243.68\|76055;2026-05-21\|242.48\|-3.20\|255.00\|265.82\|238.00\|110383;2026-05-22\|248.78\|2.60\|244.00\|252.70\|236.36\|90258;2026-05-25\|261.38\|5.06\|248.75\|263.00\|242.83\|97496;2026-05-26\|244.95\|-6.29\|256.00\|256.00\|241.11\|73028;2026-05-27\|250.05\|2.08\|240.01\|258.80\|236.88\|75878;2026-05-28\|269.30\|7.70\|247.00\|272.00\|244.44\|98934;2026-05-29\|256.90\|-4.60\|268.99\|276.88\|252.49\|82803;2026-06-01\|218.61\|-14.90\|252.00\|254.89\|218.00\|83068;2026-06-02\|226.83\|3.85\|220.01\|229.85\|213.54\|55092;2026-06-03\|220.60\|-2.75\|233.64\|238.49\|218.50\|110144;2026-06-04\|225.90\|2.40\|217.55\|230.00\|214.10\|76727;2026-06-05\|213.50\|-5.49\|220.43\|227.19\|211.00\|74848;2026-06-08\|195.97\|-8.21\|200.49\|206.10\|193.25\|58196;2026-06-09\|210.79\|7.56\|199.00\|211.89\|196.05\|65089;2026-06-10\|202.14\|-4.10\|207.00\|209.69\|199.26\|39185;2026-06-11\|226.83\|12.21\|204.88\|234.00\|204.30\|108416;2026-06-12\|221.29\|-2.44\|229.76\|235.96\|221.28\|73310;2026-06-15\|237.02\|7.11\|223.79\|238.00\|221.99\|74972;2026-06-16\|253.90\|7.12\|236.00\|258.88\|234.68\|95604;2026-06-17\|256.00\|0.83\|245.00\|260.00\|243.00\|83551;2026-06-18\|262.36\|2.48\|253.01\|264.58\|250.13\|71079;2026-06-22\|250.02\|-4.70\|262.34\|264.29\|244.90\|75592;2026-06-23\|248.61\|-0.56\|251.13\|261.50\|245.00\|51969;2026-06-24\|258.90\|4.14\|246.13\|262.88\|244.50\|70436;2026-06-25\|260.05\|0.44\|261.00\|268.58\|252.00\|77454;2026-06-26\|243.70\|-6.29\|254.00\|264.69\|243.69\|63466;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
113969	工信部：加强高端光电芯片和器件研发	Micro TEC+CPO+光模块 1、据2026年6月17日严重异常波动公告，公司关注到近期涉及碲化铋材料及公司产品价格的市场传闻，经自查公司当前所处的市场环境、行业政策及竞争格局均未发生重大变化，近期未新增通信领域重大客户，亦未获取新增大额订单。 2、据2026年5月19日投资者关系活动记录表，公司应用于400G/800G高速率光模块的Micro TEC产品已批量出货，应用于1.6T高速率光模块的Micro TEC已小批出货；公司已与光模块厂商就TEC在CPO技术中的应用展开对接合作。 3、据2026年4月27日年报及2026年6月13日异常波动公告，公司通信领域销售收入2026年第一季度占比提升至21.36%，其中应用于400G、800G高速率光模块的Micro TEC销售收入占比为15.29%；公司主营半导体热电器件及热电系统，为国内半导体热电行业龙头企业。	在AI智算数据中心市场的驱动下，公司积极关注CPO新型封装技术的发展动态，已与光模块厂商就TEC在上述技术中的应用展开对接合作	2026-03-03\|55.39\|-4.86\|59.55\|60.50\|55.39\|50505;2026-03-04\|61.85\|11.66\|54.80\|63.70\|54.50\|110881;2026-03-05\|62.72\|1.41\|63.00\|63.63\|60.41\|81532;2026-03-06\|65.75\|4.83\|64.15\|69.59\|64.09\|94958;2026-03-09\|62.15\|-5.48\|61.56\|62.97\|56.86\|84297;2026-03-10\|71.78\|15.49\|64.46\|73.00\|63.30\|98428;2026-03-11\|69.90\|-2.62\|71.90\|73.80\|68.93\|83210;2026-03-12\|65.67\|-6.05\|68.51\|70.90\|64.65\|76370;2026-03-13\|60.90\|-7.26\|64.21\|65.74\|60.82\|65032;2026-03-16\|60.83\|-0.11\|60.60\|61.40\|59.06\|55511;2026-03-17\|56.52\|-7.09\|62.83\|62.93\|56.35\|64764;2026-03-18\|58.80\|4.03\|56.50\|59.07\|56.50\|41419;2026-03-19\|57.45\|-2.30\|57.00\|59.30\|57.00\|40848;2026-03-20\|57.34\|-0.19\|59.04\|61.33\|57.30\|63669;2026-03-23\|51.89\|-9.50\|53.42\|55.54\|51.33\|55575;2026-03-24\|55.83\|7.59\|53.01\|56.88\|52.11\|49300;2026-03-25\|60.00\|7.47\|57.23\|62.22\|56.94\|77759;2026-03-26\|58.27\|-2.88\|59.50\|60.60\|57.67\|39221;2026-03-27\|60.27\|3.43\|56.00\|62.07\|55.80\|54544;2026-03-30\|59.75\|-0.86\|59.43\|59.92\|58.20\|32399;2026-03-31\|56.65\|-5.19\|59.00\|59.29\|56.60\|36174;2026-04-01\|59.30\|4.68\|58.65\|59.82\|57.41\|44590;2026-04-02\|58.29\|-1.70\|58.71\|60.86\|57.77\|34899;2026-04-03\|57.70\|-1.01\|59.30\|60.50\|57.15\|47284;2026-04-07\|56.17\|-2.65\|57.30\|58.38\|55.70\|39718;2026-04-08\|60.92\|8.46\|58.15\|61.00\|58.15\|55990;2026-04-09\|62.45\|2.51\|59.76\|63.50\|59.76\|54443;2026-04-10\|63.74\|2.07\|63.01\|65.20\|61.20\|63700;2026-04-13\|65.49\|2.75\|63.00\|65.49\|62.08\|54539;2026-04-14\|64.97\|-0.79\|65.01\|66.90\|64.32\|55230;2026-04-15\|65.28\|0.48\|65.00\|70.00\|64.50\|79711;2026-04-16\|64.77\|-0.78\|65.33\|65.67\|63.93\|46128;2026-04-17\|70.40\|8.69\|66.29\|72.00\|65.01\|97248;2026-04-20\|68.30\|-2.98\|68.68\|70.00\|67.20\|73591;2026-04-21\|70.95\|3.88\|67.62\|72.21\|67.30\|65891;2026-04-22\|74.85\|5.50\|70.75\|75.40\|70.01\|86127;2026-04-23\|68.80\|-8.08\|75.49\|76.92\|68.05\|84939;2026-04-24\|66.00\|-4.07\|68.70\|73.18\|65.80\|73665;2026-04-27\|70.85\|7.35\|69.50\|74.57\|69.50\|85876;2026-04-28\|68.93\|-2.71\|69.81\|71.49\|68.40\|48712;2026-04-29\|67.55\|-2.00\|68.07\|69.49\|66.70\|37079;2026-04-30\|70.25\|4.00\|67.67\|71.20\|67.12\|52361;2026-05-06\|68.04\|-3.15\|71.45\|71.74\|67.72\|65893;2026-05-07\|75.40\|10.82\|68.30\|77.42\|67.00\|88042;2026-05-08\|75.83\|0.57\|74.00\|77.65\|72.67\|65836;2026-05-11\|84.27\|11.13\|79.00\|87.90\|79.00\|80057;2026-05-12\|82.24\|-2.41\|86.48\|86.48\|79.55\|73994;2026-05-13\|81.60\|-0.78\|81.10\|82.50\|79.84\|70594;2026-05-14\|77.37\|-5.18\|81.60\|82.49\|76.90\|76910;2026-05-15\|87.36\|12.91\|79.79\|92.84\|79.79\|156505;2026-05-18\|86.70\|-0.76\|86.83\|89.50\|84.88\|96564;2026-05-19\|88.60\|2.19\|84.76\|89.76\|83.00\|67988;2026-05-20\|93.40\|5.42\|93.02\|98.08\|90.50\|91466;2026-05-21\|85.38\|-8.59\|98.00\|99.99\|85.30\|96471;2026-05-22\|86.01\|0.74\|86.43\|87.85\|84.51\|61290;2026-05-25\|97.75\|13.65\|87.64\|103.00\|86.80\|108962;2026-05-26\|96.51\|-1.27\|97.51\|100.99\|93.80\|73195;2026-05-27\|97.50\|1.03\|95.63\|104.00\|93.65\|87119;2026-05-28\|101.28\|3.88\|95.22\|102.88\|94.51\|69231;2026-05-29\|95.20\|-6.00\|103.00\|105.49\|91.31\|71240;2026-06-01\|87.80\|-7.77\|94.20\|95.00\|87.11\|64665;2026-06-02\|89.25\|1.65\|87.60\|91.68\|84.00\|53664;2026-06-03\|87.15\|-2.35\|92.35\|93.34\|86.00\|59224;2026-06-04\|92.82\|6.51\|85.02\|94.97\|83.15\|62617;2026-06-05\|88.76\|-4.37\|93.68\|94.66\|87.70\|52057;2026-06-08\|83.18\|-6.29\|84.00\|87.90\|81.23\|51251;2026-06-09\|93.53\|12.44\|85.00\|96.50\|85.00\|86308;2026-06-10\|112.24\|20.00\|91.68\|112.24\|90.03\|111715;2026-06-11\|128.00\|14.04\|124.00\|132.00\|116.01\|140454;2026-06-12\|150.80\|17.81\|138.00\|153.60\|133.54\|182378;2026-06-15\|116.87\|1.01\|114.87\|121.54\|106.87\|176604;2026-06-16\|134.76\|15.31\|115.98\|140.24\|115.90\|221138;2026-06-17\|136.00\|0.92\|124.99\|136.00\|121.00\|174572;2026-06-18\|142.91\|5.08\|134.00\|146.00\|134.00\|109411;2026-06-22\|171.49\|20.00\|158.66\|171.49\|149.00\|119314;2026-06-23\|174.55\|1.78\|184.92\|195.90\|166.00\|151090;2026-06-24\|187.10\|7.19\|171.04\|188.03\|162.00\|112711;2026-06-25\|184.00\|-1.66\|185.00\|202.88\|177.90\|107349;2026-06-26\|172.80\|-6.09\|181.60\|191.00\|171.22\|87342;2026-06-29\|156.00\|-9.72\|166.07\|171.60\|139.66\|139564;2026-06-30\|168.00\|7.69\|154.00\|169.55\|145.52\|111577;2026-07-01\|150.66\|-10.32\|159.08\|162.56\|148.21\|104507;2026-07-02\|141.12\|-6.33\|138.02\|153.10\|138.02\|101193;2026-07-03\|134.50\|-4.69\|142.80\|145.79\|134.50\|97069;2026-07-06\|122.65\|-8.81\|136.25\|137.49\|121.99\|102741;2026-07-07\|117.21\|-4.44\|122.65\|124.90\|113.60\|90397;2026-07-08\|112.70\|-3.85\|118.08\|122.80\|111.00\|72785;2026-07-09\|115.00\|2.04\|114.71\|115.90\|105.00\|98586;2026-07-10\|108.56\|-5.60\|118.10\|123.55\|108.50\|11441396
113968	工信部：加强高端光电芯片和器件研发	涨停揭秘：公司大功率射频电子管在光刻机、可控核聚变领域批量供货，氮化铝超高热导基板已用于激光热沉及车规IGBT，2025年营收16.35亿元、归母净利1.62亿元同比增57.67%；涨停缘由：可控核聚变装置兆瓦级电子管订单有序交付；国产光刻机客户验证通过并批量供货；230W/m·k氮化铝基板实现AI服务器与车规IGBT高端应用；资金逻辑：资金聚焦硬科技国产替代主线，叠加年报高增长与近一年9次涨停的强势股属性，机构调研密集催化短期做多情绪；风险提示：电子管及陶瓷基板业务占比仍待提升，下游设备厂商验证周期长，业绩兑现存在节奏性波动风险	1、氮化铝陶瓷以其导热性以及绝缘性等优势逐渐成为AI硬件的刚需材料，公司作为国内陶瓷上游高端氮化铝产能第一，已切入头部光模块和HBM客户； 2、公司人形机器人控制器已送样客户，AI智算产品在数据中心等场景实现批量应用	2026-03-03\|17.76\|-8.41\|19.55\|19.66\|17.70\|462066;2026-03-04\|17.71\|-0.28\|17.99\|18.35\|17.63\|291563;2026-03-05\|17.90\|1.07\|18.15\|18.25\|17.65\|276842;2026-03-06\|17.41\|-2.74\|17.72\|18.09\|17.26\|323192;2026-03-09\|17.20\|-1.21\|17.05\|17.34\|16.55\|287157;2026-03-10\|17.85\|3.78\|17.39\|17.87\|17.26\|235797;2026-03-11\|17.55\|-1.68\|17.77\|18.29\|17.50\|207284;2026-03-12\|16.38\|-6.67\|17.46\|17.49\|16.18\|455277;2026-03-13\|16.00\|-2.32\|16.38\|16.49\|15.95\|224375;2026-03-16\|16.03\|0.19\|16.01\|16.30\|15.74\|228199;2026-03-17\|15.48\|-3.43\|16.09\|16.18\|15.45\|224357;2026-03-18\|15.79\|2.00\|15.68\|15.80\|15.47\|161309;2026-03-19\|15.39\|-2.53\|15.50\|15.68\|15.33\|164039;2026-03-20\|14.76\|-4.09\|15.51\|15.51\|14.75\|233118;2026-03-23\|13.78\|-6.64\|14.40\|14.51\|13.62\|260199;2026-03-24\|14.19\|2.98\|14.01\|14.21\|13.71\|182539;2026-03-25\|14.25\|0.42\|14.36\|14.59\|14.19\|195155;2026-03-26\|13.94\|-2.18\|14.23\|14.36\|13.87\|153364;2026-03-27\|13.98\|0.29\|13.75\|14.13\|13.60\|152012;2026-03-30\|14.40\|3.00\|13.80\|14.46\|13.67\|208397;2026-03-31\|14.18\|-1.53\|14.41\|14.67\|14.15\|181044;2026-04-01\|14.33\|1.06\|14.44\|14.50\|14.19\|167823;2026-04-02\|13.98\|-2.44\|14.23\|14.46\|13.83\|165800;2026-04-03\|13.87\|-0.79\|14.03\|14.10\|13.80\|115249;2026-04-07\|13.89\|0.14\|13.97\|14.15\|13.81\|119257;2026-04-08\|14.71\|5.90\|14.15\|14.73\|14.15\|250201;2026-04-09\|14.83\|0.82\|14.53\|15.02\|14.47\|236436;2026-04-10\|15.02\|1.28\|14.94\|15.49\|14.85\|285306;2026-04-13\|15.64\|4.13\|14.86\|15.77\|14.83\|310908;2026-04-14\|15.63\|-0.06\|15.73\|15.78\|15.10\|437508;2026-04-15\|15.16\|-3.01\|15.60\|15.70\|15.11\|247776;2026-04-16\|15.42\|1.72\|15.19\|15.79\|15.08\|255572;2026-04-17\|15.60\|1.17\|15.35\|15.70\|15.29\|201834;2026-04-20\|16.56\|6.15\|15.86\|16.64\|15.58\|422283;2026-04-21\|16.21\|-2.11\|16.36\|16.45\|15.97\|234710;2026-04-22\|16.43\|1.36\|16.20\|16.54\|15.95\|248678;2026-04-23\|17.10\|4.08\|16.44\|17.38\|16.34\|560675;2026-04-24\|16.83\|-1.58\|17.20\|17.36\|16.65\|322109;2026-04-27\|17.96\|6.71\|16.83\|18.48\|16.80\|555389;2026-04-28\|17.70\|-1.45\|17.88\|18.11\|17.56\|303473;2026-04-29\|17.70\|0.00\|17.60\|18.10\|17.40\|299125;2026-04-30\|17.23\|-2.66\|17.59\|17.76\|17.10\|339463;2026-05-06\|17.77\|3.13\|17.22\|18.11\|17.22\|406984;2026-05-07\|17.89\|0.68\|17.96\|18.05\|17.44\|350499;2026-05-08\|18.17\|1.57\|17.78\|18.25\|17.54\|324979;2026-05-11\|18.70\|2.92\|18.41\|18.88\|17.95\|467754;2026-05-12\|19.58\|4.71\|19.50\|19.92\|18.69\|856104;2026-05-13\|19.58\|0.00\|19.42\|20.43\|19.17\|748143;2026-05-14\|21.10\|7.76\|19.90\|21.54\|19.77\|1168794;2026-05-15\|21.09\|-0.05\|21.52\|21.98\|20.83\|875818;2026-05-18\|21.12\|0.14\|21.20\|22.08\|20.89\|595447;2026-05-19\|23.23\|9.99\|21.11\|23.23\|21.08\|684843;2026-05-20\|23.91\|2.93\|23.69\|24.57\|23.32\|746875;2026-05-21\|21.69\|-9.28\|23.85\|24.38\|21.59\|750560;2026-05-22\|23.53\|8.48\|22.15\|23.70\|21.78\|635702;2026-05-25\|23.69\|0.68\|23.70\|24.21\|23.20\|540813;2026-05-26\|22.51\|-4.98\|23.44\|23.69\|21.99\|573540;2026-05-27\|24.76\|10.00\|22.26\|24.76\|22.19\|782787;2026-05-28\|23.88\|-3.55\|24.00\|24.70\|22.80\|986423;2026-05-29\|22.22\|-6.68\|23.77\|24.38\|22.00\|658732;2026-06-01\|22.39\|0.77\|22.23\|23.95\|21.50\|639390;2026-06-02\|23.22\|3.71\|22.48\|24.03\|22.12\|679224;2026-06-03\|24.04\|3.53\|23.17\|24.23\|22.78\|685890;2026-06-04\|26.44\|9.98\|23.45\|26.44\|23.40\|506556;2026-06-05\|26.30\|-0.53\|25.71\|27.40\|25.50\|888752;2026-06-08\|24.55\|-6.65\|25.00\|26.15\|23.76\|682987;2026-06-09\|26.09\|6.27\|25.00\|26.12\|24.40\|687885;2026-06-10\|27.22\|4.33\|25.28\|27.56\|24.39\|807221;2026-06-11\|29.94\|9.99\|26.94\|29.94\|26.68\|1041328;2026-06-12\|28.69\|-4.17\|31.00\|32.27\|28.50\|1142802;2026-06-15\|31.56\|10.00\|30.00\|31.56\|30.00\|239746;2026-06-16\|34.72\|10.01\|34.72\|34.72\|34.72\|41272;2026-06-17\|38.19\|9.99\|38.19\|38.19\|37.38\|291707;2026-06-18\|42.01\|10.00\|41.50\|42.01\|40.55\|326512;2026-06-22\|46.21\|10.00\|46.21\|46.21\|46.21\|69968;2026-06-23\|48.80\|5.60\|48.74\|50.00\|45.82\|1557989;2026-06-24\|52.90\|8.40\|48.87\|53.68\|48.87\|1004819;2026-06-25\|48.75\|-7.84\|51.60\|51.95\|47.61\|866599;2026-06-26\|47.98\|-1.58\|47.81\|48.66\|45.58\|580719;2026-06-29\|43.18\|-10.00\|48.50\|48.50\|43.18\|429590;2026-06-30\|45.60\|5.60\|42.64\|45.66\|38.87\|729337;2026-07-01\|42.80\|-6.14\|44.00\|45.34\|42.16\|443396;2026-07-02\|42.30\|-1.17\|41.00\|44.73\|38.90\|432356;2026-07-03\|44.53\|5.27\|42.30\|46.44\|42.26\|411625;2026-07-06\|45.20\|1.50\|45.46\|47.90\|43.98\|531111;2026-07-07\|40.68\|-10.00\|45.55\|46.00\|40.68\|456970;2026-07-08\|37.16\|-8.65\|40.01\|41.30\|36.61\|534550;2026-07-09\|40.88\|10.01\|37.43\|40.88\|37.42\|259136;2026-07-10\|42.20\|3.23\|43.96\|44.97\|42.11\|702410
113967	工信部：加强高端光电芯片和器件研发	CPO技术许可+实控人终止减持+光通信元器件行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月11日公告，全资子公司瑞士炬光拟向全球领先的半导体代工企业AH公司开展微棱镜透镜阵列和垂直光学耦合器相关技术许可，一次性技术许可费合计1300万美元。 2、据2026年6月13日公告，控股股东、实际控制人刘兴胜决定提前终止其于2月28日披露的减持计划。 3、据2026年6月2日投资者关系记录表，公司定位于CPO产业链元器件供应商，产品深入布局外置激光光源模块、光纤阵列单元等四大环节，提供微棱镜透镜阵列、V型槽阵列等产品；据2026年5月20日互动易，公司掌握微纳光学领域五大主流制备技术，已成为全球领先的微纳光学一站式解决方案提供商。	公司的产品广泛应用于光通信模块、硅光模块，如光发射模块（TOSA）、光接收模块（ROSA）、光子集成电路（PIC）、共封装光学器件（CPO）等领域	2026-03-03\|334.12\|-4.65\|370.00\|371.00\|333.19\|81258;2026-03-04\|332.33\|-0.54\|333.61\|340.88\|324.00\|52664;2026-03-05\|318.00\|-4.31\|338.97\|338.97\|312.25\|70360;2026-03-06\|306.20\|-3.71\|313.14\|320.00\|297.00\|58328;2026-03-09\|300.51\|-1.86\|290.00\|303.83\|276.00\|62487;2026-03-10\|341.50\|13.64\|321.00\|344.50\|321.00\|80797;2026-03-11\|330.00\|-3.37\|335.86\|346.00\|327.00\|59818;2026-03-12\|340.70\|3.24\|327.00\|346.68\|316.88\|71730;2026-03-13\|329.50\|-3.29\|331.00\|344.98\|328.17\|58361;2026-03-16\|327.85\|-0.50\|330.23\|334.99\|316.66\|45336;2026-03-17\|287.99\|-12.16\|315.08\|319.99\|286.00\|87586;2026-03-18\|300.39\|4.31\|300.00\|304.99\|290.34\|68081;2026-03-19\|301.99\|0.53\|300.00\|313.60\|295.00\|58227;2026-03-20\|312.10\|3.35\|319.99\|329.88\|303.36\|81275;2026-03-23\|284.61\|-8.81\|296.00\|307.54\|282.00\|57918;2026-03-24\|302.26\|6.20\|294.00\|306.96\|287.99\|48662;2026-03-25\|332.49\|10.00\|318.00\|352.00\|318.00\|78720;2026-03-26\|336.79\|1.29\|333.00\|352.64\|332.00\|61159;2026-03-27\|346.68\|2.94\|323.00\|353.66\|320.00\|58681;2026-03-30\|347.52\|0.24\|335.00\|353.00\|326.26\|44782;2026-03-31\|324.99\|-6.48\|334.00\|341.26\|319.02\|60915;2026-04-01\|366.00\|12.62\|340.00\|369.00\|334.62\|81634;2026-04-02\|374.64\|2.36\|367.99\|394.88\|367.99\|69138;2026-04-03\|391.14\|4.40\|395.00\|418.13\|390.61\|70691;2026-04-07\|370.22\|-5.35\|380.00\|388.00\|364.00\|62437;2026-04-08\|391.00\|5.61\|398.00\|398.16\|377.39\|55113;2026-04-09\|389.83\|-0.30\|387.77\|402.84\|384.00\|48842;2026-04-10\|388.30\|-0.39\|391.50\|398.86\|378.50\|54727;2026-04-13\|400.60\|3.17\|382.28\|406.98\|372.00\|50680;2026-04-14\|388.38\|-3.05\|398.21\|420.98\|384.25\|70178;2026-04-15\|379.98\|-2.16\|380.93\|399.99\|366.04\|73165;2026-04-16\|396.00\|4.22\|379.00\|400.98\|375.01\|48584;2026-04-17\|388.93\|-1.79\|400.00\|418.00\|376.94\|81353;2026-04-20\|378.88\|-2.58\|393.72\|395.95\|369.98\|62593;2026-04-21\|375.60\|-0.87\|371.83\|381.21\|366.33\|40044;2026-04-22\|393.00\|4.63\|368.00\|401.89\|365.00\|62322;2026-04-23\|359.00\|-8.65\|395.00\|408.83\|358.00\|73478;2026-04-24\|352.00\|-1.95\|358.01\|369.19\|341.36\|56219;2026-04-27\|360.90\|2.53\|348.00\|361.00\|338.38\|46609;2026-04-28\|366.19\|1.47\|366.00\|376.96\|360.30\|46805;2026-04-29\|349.40\|-4.59\|355.36\|363.80\|340.00\|47430;2026-04-30\|357.98\|2.46\|354.00\|361.79\|349.02\|38082;2026-05-06\|351.96\|-1.68\|365.13\|370.00\|348.00\|56318;2026-05-07\|422.35\|20.00\|352.00\|422.35\|348.18\|90592;2026-05-08\|434.64\|2.91\|430.00\|436.98\|402.35\|90284;2026-05-11\|478.10\|10.00\|460.08\|496.00\|455.00\|90072;2026-05-12\|475.00\|-0.65\|488.10\|491.23\|455.40\|65624;2026-05-13\|516.70\|8.78\|461.11\|524.20\|461.11\|82214;2026-05-14\|503.98\|-2.46\|526.88\|549.00\|501.00\|78442;2026-05-15\|513.97\|1.98\|520.00\|530.00\|478.37\|68430;2026-05-18\|495.88\|-3.52\|508.22\|521.88\|485.11\|63066;2026-05-19\|476.66\|-3.88\|488.37\|495.80\|446.00\|61861;2026-05-20\|486.21\|2.00\|474.35\|492.00\|456.00\|55926;2026-05-21\|460.48\|-5.29\|510.00\|515.00\|457.00\|75798;2026-05-22\|466.97\|1.41\|466.60\|483.10\|461.00\|55190;2026-05-25\|504.00\|7.93\|466.97\|509.00\|453.00\|69767;2026-05-26\|463.01\|-8.13\|494.00\|494.93\|446.62\|62629;2026-05-27\|453.00\|-2.16\|464.64\|490.00\|448.91\|56729;2026-05-28\|465.84\|2.83\|452.00\|468.88\|422.20\|62009;2026-05-29\|448.00\|-3.83\|465.56\|478.00\|440.35\|52784;2026-06-01\|421.48\|-5.92\|444.00\|460.00\|417.00\|48306;2026-06-02\|441.50\|4.75\|428.00\|441.81\|418.00\|39521;2026-06-03\|477.83\|8.23\|470.00\|497.77\|463.00\|70389;2026-06-04\|455.50\|-4.67\|462.00\|474.00\|448.88\|44969;2026-06-05\|445.85\|-2.12\|443.99\|472.50\|440.52\|47105;2026-06-08\|414.50\|-7.03\|412.00\|425.30\|401.00\|49815;2026-06-09\|440.87\|6.36\|422.79\|448.50\|415.00\|39577;2026-06-10\|282.38\|-7.26\|292.90\|297.97\|275.60\|57894;2026-06-11\|338.86\|20.00\|330.00\|338.86\|316.00\|54497;2026-06-12\|331.88\|-2.06\|372.00\|372.60\|328.00\|167294;2026-06-15\|398.26\|20.00\|345.00\|398.26\|342.02\|112780;2026-06-16\|413.00\|3.70\|399.74\|424.88\|385.51\|128744;2026-06-17\|399.23\|-3.33\|401.02\|418.00\|394.00\|83254;2026-06-18\|393.00\|-1.56\|395.00\|403.70\|389.00\|76595;2026-06-22\|374.99\|-4.58\|386.33\|394.00\|362.99\|87943;2026-06-23\|358.44\|-4.41\|370.00\|375.98\|354.58\|59643;2026-06-24\|375.00\|4.62\|356.87\|377.90\|355.20\|82440;2026-06-25\|377.68\|0.71\|375.05\|383.85\|364.00\|80155;2026-06-26\|351.32\|-6.98\|365.10\|370.40\|343.13\|65675;2026-06-29\|333.50\|-5.07\|351.32\|355.80\|313.00\|83164;2026-06-30\|354.21\|6.21\|335.00\|355.00\|327.47\|68970;2026-07-01\|332.98\|-5.99\|354.17\|356.89\|328.50\|67064;2026-07-02\|304.60\|-8.52\|326.58\|331.68\|301.90\|59409;2026-07-03\|297.75\|-2.25\|299.00\|311.88\|296.10\|52309;2026-07-06\|282.67\|-5.06\|297.52\|309.83\|276.13\|67470;2026-07-07\|270.68\|-4.24\|284.47\|287.88\|265.10\|56701;2026-07-08\|262.00\|-3.21\|277.00\|280.00\|260.31\|52089;2026-07-09\|289.00\|10.31\|269.85\|291.80\|257.68\|82451;2026-07-10\|282.10\|-2.39\|299.00\|313.50\|281.00\|8456614
113966	工信部：加强高端光电芯片和器件研发	光纤光缆+芳纶隔膜+烟台国资行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月9日股票交易异常波动公告，公司股票连续三个交易日收盘价涨幅偏离值累计超过20%；公司称对位芳纶在光纤光缆领域收入占比不足10%，且产品在数据中心无直接应用。 2、据2025年年度报告，公司专业从事氨纶、间位芳纶、对位芳纶等高性能纤维的研发生产，芳纶涂覆隔膜已实现批量交付，计划2026年规模化生产。 3、据2025年年度报告，公司最终控制人为烟台市人民政府国有资产监督管理委员会。	1、长飞等光缆企业是公司对位芳纶的重要客户，正常年份该领域的销售占比约为40-50%； 2、公司专业从事氨纶、芳纶等高性能纤维生产，相关产品可用于航空航天领域	2026-03-03\|11.88\|-8.76\|13.03\|13.10\|11.80\|395256;2026-03-04\|11.81\|-0.59\|11.83\|12.14\|11.71\|238332;2026-03-05\|11.89\|0.68\|12.02\|12.13\|11.80\|130252;2026-03-06\|12.16\|2.27\|11.83\|12.32\|11.81\|211392;2026-03-09\|11.82\|-2.80\|12.00\|12.06\|11.47\|234977;2026-03-10\|11.95\|1.10\|11.90\|12.11\|11.85\|149381;2026-03-11\|12.55\|5.02\|12.35\|12.63\|12.12\|349039;2026-03-12\|13.81\|10.04\|13.81\|13.81\|13.54\|364247;2026-03-13\|12.43\|-9.99\|13.41\|13.60\|12.43\|831178;2026-03-16\|12.92\|3.94\|12.62\|13.57\|12.59\|662884;2026-03-17\|12.20\|-5.57\|12.64\|12.97\|12.17\|462452;2026-03-18\|11.90\|-2.46\|12.07\|12.19\|11.84\|314496;2026-03-19\|11.29\|-5.13\|11.83\|11.85\|11.20\|316223;2026-03-20\|10.89\|-3.54\|11.32\|11.40\|10.86\|258930;2026-03-23\|10.24\|-5.97\|10.68\|10.77\|10.10\|313615;2026-03-24\|10.37\|1.27\|10.40\|10.50\|9.92\|198378;2026-03-25\|10.60\|2.22\|10.43\|10.75\|10.37\|181279;2026-03-26\|10.50\|-0.94\|10.62\|10.80\|10.40\|124958;2026-03-27\|10.67\|1.62\|10.33\|10.82\|10.33\|147829;2026-03-30\|10.72\|0.47\|10.49\|10.74\|10.45\|153002;2026-03-31\|10.47\|-2.33\|10.71\|10.79\|10.44\|147271;2026-04-01\|10.57\|0.96\|10.70\|10.77\|10.52\|143199;2026-04-02\|10.36\|-1.99\|10.53\|10.57\|10.23\|130749;2026-04-03\|10.02\|-3.28\|10.36\|10.37\|9.97\|145243;2026-04-07\|10.39\|3.69\|10.04\|10.44\|10.03\|131366;2026-04-08\|10.68\|2.79\|10.65\|10.73\|10.47\|168329;2026-04-09\|10.65\|-0.28\|10.57\|10.76\|10.51\|151582;2026-04-10\|10.68\|0.28\|10.66\|10.82\|10.63\|119945;2026-04-13\|10.82\|1.31\|10.68\|10.94\|10.65\|209152;2026-04-14\|10.51\|-2.87\|10.82\|10.85\|10.38\|302232;2026-04-15\|10.06\|-4.28\|10.53\|10.58\|10.02\|296504;2026-04-16\|10.10\|0.40\|10.03\|10.19\|9.98\|196740;2026-04-17\|10.30\|1.98\|10.10\|10.38\|10.00\|281798;2026-04-20\|10.46\|1.55\|10.30\|10.63\|10.21\|226054;2026-04-21\|10.54\|0.76\|10.46\|10.73\|10.40\|197524;2026-04-22\|10.87\|3.13\|10.47\|10.95\|10.45\|304356;2026-04-23\|10.89\|0.18\|10.88\|11.15\|10.81\|259338;2026-04-24\|10.70\|-1.74\|10.84\|10.88\|10.60\|213082;2026-04-27\|10.85\|1.40\|10.69\|10.93\|10.47\|230651;2026-04-28\|10.86\|0.09\|10.83\|10.98\|10.56\|215392;2026-04-29\|10.95\|0.83\|10.75\|10.99\|10.69\|180840;2026-04-30\|11.34\|3.56\|11.12\|11.76\|11.12\|428773;2026-05-06\|11.57\|2.03\|11.36\|11.75\|11.30\|321615;2026-05-07\|11.52\|-0.43\|11.77\|11.83\|11.41\|229970;2026-05-08\|11.63\|0.95\|11.48\|11.86\|11.40\|243901;2026-05-11\|12.03\|3.44\|11.76\|12.04\|11.71\|362752;2026-05-12\|13.23\|9.98\|12.04\|13.23\|11.95\|659832;2026-05-13\|13.54\|2.34\|13.45\|13.61\|12.95\|820322;2026-05-14\|14.89\|9.97\|14.39\|14.89\|14.38\|735379;2026-05-15\|14.18\|-4.77\|15.00\|15.03\|13.68\|1281416;2026-05-18\|14.67\|3.46\|13.98\|14.89\|13.86\|946966;2026-05-19\|14.34\|-2.25\|14.08\|14.64\|13.88\|662563;2026-05-20\|15.11\|5.37\|14.13\|15.63\|14.01\|852719;2026-05-21\|14.50\|-4.04\|15.07\|15.26\|14.40\|549131;2026-05-22\|15.93\|10.01\|14.70\|15.93\|14.60\|833778;2026-05-25\|15.55\|-2.39\|15.99\|16.34\|15.41\|692501;2026-05-26\|15.09\|-2.96\|15.45\|15.68\|14.66\|588490;2026-05-27\|14.44\|-4.31\|14.81\|15.28\|14.30\|462253;2026-05-28\|14.52\|0.55\|14.26\|14.78\|14.24\|340114;2026-05-29\|13.49\|-7.09\|14.64\|14.64\|13.35\|500233;2026-06-01\|13.54\|0.37\|13.37\|13.76\|13.36\|283271;2026-06-02\|13.45\|-0.66\|13.48\|13.60\|12.97\|252979;2026-06-03\|13.68\|1.71\|13.35\|14.10\|13.35\|354228;2026-06-04\|14.12\|3.22\|13.89\|14.44\|13.69\|563290;2026-06-05\|15.53\|9.99\|13.84\|15.53\|13.52\|846184;2026-06-08\|17.08\|9.98\|15.11\|17.08\|15.11\|689579;2026-06-09\|18.79\|10.01\|17.90\|18.79\|16.87\|1481179;2026-06-10\|17.20\|-8.46\|18.61\|18.61\|16.91\|1369013;2026-06-11\|18.92\|10.00\|17.37\|18.92\|17.20\|855041;2026-06-12\|18.06\|-4.55\|18.54\|18.68\|17.03\|1332909;2026-06-15\|17.48\|-3.21\|17.69\|17.97\|17.06\|932452;2026-06-16\|16.89\|-3.38\|17.15\|17.77\|16.60\|986416;2026-06-17\|18.58\|10.01\|16.40\|18.58\|16.15\|1126561;2026-06-18\|18.70\|0.65\|18.58\|18.91\|17.21\|1155094;2026-06-22\|17.88\|-4.38\|18.50\|19.20\|17.40\|904697;2026-06-23\|16.67\|-6.77\|17.78\|17.88\|16.50\|717564;2026-06-24\|18.34\|10.02\|17.30\|18.34\|16.83\|365403;2026-06-25\|20.17\|9.98\|19.15\|20.17\|18.73\|1123209;2026-06-26\|19.35\|-4.07\|20.54\|21.50\|19.13\|1748426;2026-06-29\|17.97\|-7.13\|19.25\|19.40\|17.50\|1002824;2026-06-30\|18.19\|1.22\|18.06\|18.75\|17.43\|807939;2026-07-01\|17.29\|-4.95\|17.83\|18.39\|17.00\|820674;2026-07-02\|16.89\|-2.31\|16.65\|17.68\|15.98\|633503;2026-07-03\|16.68\|-1.24\|16.86\|17.22\|16.47\|473832;2026-07-06\|15.17\|-9.05\|16.95\|16.99\|15.16\|618584;2026-07-07\|14.78\|-2.57\|15.37\|15.40\|14.73\|353664;2026-07-08\|13.97\|-5.48\|14.79\|14.90\|13.90\|412559;2026-07-09\|14.07\|0.72\|13.96\|14.17\|13.37\|376009;2026-07-10\|14.20\|0.92\|14.15\|15.16\|14.08\|548351
113965	宇树科技科创板IPO过会	涨停揭秘：家庭服务机器人战略加速落地，AI终端出海放量叠加宇树IPO催化；涨停缘由：推进“二维感知、三维移动、三维交互”家庭服务机器人技术路径，扫地机器人向多智能体协同升级；AI硬件出海持续放量，无线耳机与家庭储能产品在欧美渠道份额提升；宇树科技IPO获上交所受理，强化人形机器人产业链关注度；公司为消费电子跨境电商龙头，品牌力与渠道壁垒深厚；资金逻辑：北向资金连续五日增持，QFII持仓占比单季提升0.8个百分点，中长期资金布局AI终端硬件主线；风险提示：海外消费电子需求存在疲软风险，机器人研发投入大且产业化周期长，汇率波动影响出口利润	1、消费电子跨境电商龙头，产品包括无线耳机、无线充电、家庭储能等产品，一季度扣非净利润增长24.39%； 2、公司规划“二维感知、三维移动、三维交互”三步走战略，布局家庭服务机器人技术栈，产品由扫地机器人向多智能体协同升级	2026-03-03\|97.10\|3.40\|95.60\|101.30\|95.60\|89357;2026-03-04\|95.10\|-2.06\|96.60\|99.48\|95.00\|37406;2026-03-05\|94.80\|-0.32\|96.39\|96.68\|94.60\|23656;2026-03-06\|96.51\|1.80\|94.50\|97.97\|94.09\|31935;2026-03-09\|92.93\|-3.71\|94.78\|94.78\|91.21\|54029;2026-03-10\|94.86\|2.08\|93.77\|95.15\|92.80\|37715;2026-03-11\|96.87\|2.12\|94.85\|98.52\|93.91\|46569;2026-03-12\|95.84\|-1.06\|96.48\|96.90\|95.23\|22120;2026-03-13\|97.10\|1.31\|95.06\|97.99\|94.10\|39423;2026-03-16\|98.73\|1.68\|96.95\|99.60\|96.95\|44916;2026-03-17\|99.68\|0.96\|98.74\|101.20\|98.40\|47691;2026-03-18\|97.80\|-1.89\|98.69\|100.19\|97.13\|34222;2026-03-19\|94.44\|-3.44\|97.17\|97.70\|93.82\|33988;2026-03-20\|106.58\|12.85\|95.10\|108.30\|94.25\|163057;2026-03-23\|110.67\|3.84\|105.00\|112.12\|104.92\|167395;2026-03-24\|110.14\|-0.48\|110.67\|111.68\|107.25\|90299;2026-03-25\|110.18\|0.04\|108.31\|110.30\|103.88\|104974;2026-03-26\|110.91\|0.66\|109.00\|116.48\|108.20\|111396;2026-03-27\|113.41\|2.25\|109.67\|115.18\|109.00\|92032;2026-03-30\|111.34\|-1.83\|112.00\|115.90\|110.02\|68580;2026-03-31\|108.19\|-2.83\|110.33\|111.70\|108.06\|61569;2026-04-01\|108.66\|0.43\|110.35\|110.68\|106.95\|60982;2026-04-02\|104.30\|-4.01\|108.00\|109.30\|103.50\|66452;2026-04-03\|100.58\|-3.57\|106.80\|106.86\|100.50\|49933;2026-04-07\|98.87\|-1.70\|101.00\|101.48\|97.66\|43726;2026-04-08\|103.99\|5.18\|101.00\|104.18\|99.80\|60629;2026-04-09\|104.60\|0.59\|102.50\|106.68\|101.50\|56568;2026-04-10\|116.50\|11.38\|106.71\|118.28\|106.71\|138367;2026-04-13\|116.36\|-0.12\|115.01\|116.99\|113.01\|78153;2026-04-14\|114.55\|-1.56\|117.03\|117.45\|113.31\|60407;2026-04-15\|111.85\|-2.36\|114.50\|114.52\|110.57\|64811;2026-04-16\|120.68\|7.89\|113.00\|120.88\|112.00\|128743;2026-04-17\|117.35\|-2.76\|119.73\|120.40\|116.77\|71543;2026-04-20\|117.01\|-0.29\|117.57\|119.85\|115.80\|64303;2026-04-21\|117.06\|0.04\|116.50\|118.33\|115.11\|53662;2026-04-22\|118.43\|1.17\|116.09\|118.90\|115.01\|66030;2026-04-23\|122.00\|3.01\|119.80\|124.90\|117.51\|101696;2026-04-24\|121.62\|-0.31\|120.65\|124.80\|120.00\|77014;2026-04-27\|121.90\|0.23\|120.60\|123.68\|118.50\|58703;2026-04-28\|118.69\|-2.63\|120.81\|125.79\|118.06\|65094;2026-04-29\|120.03\|1.13\|118.00\|120.29\|116.81\|48475;2026-04-30\|125.44\|4.51\|120.23\|130.80\|120.23\|98722;2026-05-06\|123.05\|-1.91\|124.49\|126.74\|122.11\|84444;2026-05-07\|121.99\|-0.86\|122.58\|124.96\|121.05\|52750;2026-05-08\|119.50\|-2.04\|121.00\|123.40\|118.35\|60377;2026-05-11\|129.10\|8.03\|121.01\|129.77\|121.01\|106831;2026-05-12\|126.30\|-2.17\|128.87\|130.22\|125.87\|62566;2026-05-13\|136.22\|7.85\|126.31\|137.49\|124.50\|98583;2026-05-14\|132.20\|-2.95\|136.60\|136.60\|130.73\|54144;2026-05-15\|134.50\|1.74\|132.48\|135.89\|130.03\|51542;2026-05-18\|136.40\|1.41\|130.31\|136.70\|128.47\|62113;2026-05-19\|129.67\|-4.93\|133.21\|134.00\|127.96\|56615;2026-05-20\|134.43\|3.67\|128.29\|136.31\|125.90\|58355;2026-05-21\|129.80\|-3.44\|133.89\|135.89\|128.88\|49363;2026-05-22\|127.89\|-1.47\|131.00\|134.80\|126.60\|55067;2026-05-25\|124.35\|-2.77\|126.61\|126.61\|117.61\|62265;2026-05-26\|120.71\|-1.58\|123.30\|124.80\|119.10\|41789;2026-05-27\|124.00\|2.73\|121.22\|126.48\|120.81\|46421;2026-05-28\|127.46\|2.79\|124.69\|128.80\|122.20\|49202;2026-05-29\|125.72\|-1.37\|127.78\|128.98\|123.23\|59305;2026-06-01\|122.69\|-2.41\|125.00\|130.65\|122.05\|43192;2026-06-02\|117.63\|-4.12\|122.60\|122.60\|115.73\|53927;2026-06-03\|116.66\|-0.82\|117.03\|119.43\|115.11\|44621;2026-06-04\|115.45\|-1.04\|115.65\|118.55\|113.02\|32211;2026-06-05\|112.19\|-2.82\|116.44\|118.44\|111.80\|57731;2026-06-08\|107.28\|-4.38\|109.24\|111.90\|106.18\|46326;2026-06-09\|107.35\|0.07\|109.00\|109.30\|105.94\|32776;2026-06-10\|104.43\|-2.72\|106.95\|107.20\|102.54\|46380;2026-06-11\|111.99\|7.24\|104.43\|113.90\|103.69\|70201;2026-06-12\|115.05\|2.73\|112.00\|119.60\|111.99\|63552;2026-06-15\|116.50\|1.26\|115.15\|117.29\|113.77\|46552;2026-06-16\|113.80\|-2.32\|116.54\|118.00\|112.00\|55832;2026-06-17\|113.63\|-0.15\|113.80\|114.40\|111.80\|34993;2026-06-18\|117.11\|3.06\|113.36\|118.00\|112.51\|47708;2026-06-22\|115.47\|-1.40\|116.24\|118.60\|111.84\|58359;2026-06-23\|110.99\|-3.88\|115.47\|118.27\|110.50\|40984;2026-06-24\|108.02\|-2.68\|109.89\|109.89\|101.80\|87031;2026-06-25\|109.35\|1.23\|110.36\|110.88\|106.00\|55895;2026-06-26\|106.09\|-2.98\|107.17\|108.65\|104.80\|40374;2026-06-29\|109.02\|2.76\|108.00\|110.99\|104.83\|49668;2026-06-30\|104.50\|-4.15\|108.12\|110.82\|103.85\|62171;2026-07-01\|107.73\|3.09\|105.12\|108.12\|101.55\|51536;2026-07-02\|100.41\|-6.79\|104.56\|106.87\|100.00\|67086;2026-07-03\|107.84\|7.40\|102.40\|110.50\|101.00\|63465;2026-07-06\|107.03\|-0.75\|108.00\|109.80\|104.68\|40739;2026-07-07\|106.23\|-0.75\|106.60\|109.34\|105.24\|41408;2026-07-08\|103.50\|-2.57\|106.05\|106.93\|103.10\|30631;2026-07-09\|108.60\|4.93\|103.91\|109.80\|102.86\|41339;2026-07-10\|105.92\|-2.47\|107.80\|109.58\|105.78\|38431
113964	宇树科技科创板IPO过会	涨停揭秘：宇树科技与阿里合作预期升温，带动机器人视觉感知环节关注；公司工业相机已在AI眼镜领域导入，并与航空航天、卫星互联网客户开展需求对接，技术延展性强；科创板次新股弹性大，资金偏好高成长细分龙头；涨停缘由：机器人视觉感知需求上升+AI眼镜量产导入+卫星互联网与航天检测新场景拓展；资金逻辑：主力资金连续两日净流入，反映对高端制造+AI硬件交叉领域的长期看好；机构与游资共同参与，筹码集中度提升；风险提示：AI眼镜及卫星业务尚处导入期，收入占比低；工业相机市场竞争激烈，国产替代进度存在不确定性	公司工业相机已在AI眼镜领域逐步导入，并与航空航天、卫星互联网、机器人客户探讨需求，未来针对性开发产品	2026-03-03\|76.80\|-7.19\|82.70\|83.87\|76.20\|19052;2026-03-04\|74.15\|-3.45\|75.33\|78.03\|74.15\|14566;2026-03-05\|75.61\|1.97\|75.50\|78.88\|74.80\|18879;2026-03-06\|77.29\|2.22\|74.92\|78.73\|74.92\|13952;2026-03-09\|73.71\|-4.63\|75.71\|76.00\|71.00\|15964;2026-03-10\|77.80\|5.55\|75.62\|78.56\|75.15\|11775;2026-03-11\|76.18\|-2.08\|77.89\|79.60\|75.41\|13681;2026-03-12\|74.23\|-2.56\|75.71\|77.30\|73.80\|8603;2026-03-13\|74.16\|-0.09\|73.80\|75.73\|73.00\|9154;2026-03-16\|73.75\|-0.55\|74.00\|74.08\|71.82\|10054;2026-03-17\|72.50\|-1.69\|74.00\|75.73\|72.11\|9758;2026-03-18\|76.52\|5.54\|71.73\|77.73\|71.73\|12172;2026-03-19\|82.50\|7.82\|76.34\|83.70\|74.12\|32174;2026-03-20\|80.31\|-2.65\|81.59\|84.48\|80.20\|26588;2026-03-23\|75.80\|-5.62\|76.54\|77.45\|72.72\|29507;2026-03-24\|81.90\|8.05\|75.90\|84.30\|75.90\|37366;2026-03-25\|86.33\|5.41\|84.33\|87.66\|83.54\|27353;2026-03-26\|88.22\|2.19\|88.50\|90.18\|86.56\|27998;2026-03-27\|87.05\|-1.33\|88.47\|89.05\|86.00\|19382;2026-03-30\|87.92\|1.00\|86.00\|88.61\|84.35\|19345;2026-03-31\|85.00\|-3.32\|87.00\|87.80\|83.74\|18628;2026-04-01\|94.55\|11.24\|88.88\|95.80\|87.35\|37794;2026-04-02\|90.10\|-4.71\|93.54\|94.66\|88.88\|21061;2026-04-03\|88.21\|-2.10\|90.10\|91.48\|86.91\|13948;2026-04-07\|88.55\|0.39\|88.21\|93.33\|87.89\|20292;2026-04-08\|95.70\|8.07\|92.98\|97.60\|91.50\|22194;2026-04-09\|96.14\|0.46\|94.80\|99.51\|92.61\|23559;2026-04-10\|95.04\|-1.14\|97.99\|98.32\|93.71\|17561;2026-04-13\|110.49\|16.26\|95.38\|114.00\|93.71\|52964;2026-04-14\|109.20\|-1.17\|108.00\|113.78\|107.00\|36498;2026-04-15\|112.90\|3.39\|110.95\|116.90\|106.44\|30153;2026-04-16\|112.68\|-0.19\|111.77\|114.60\|108.01\|25857;2026-04-17\|118.17\|4.87\|113.38\|121.00\|111.00\|27076;2026-04-20\|113.06\|-4.32\|115.19\|116.37\|110.50\|25805;2026-04-21\|115.70\|2.33\|113.48\|117.27\|111.26\|18903;2026-04-22\|118.38\|2.32\|115.23\|122.00\|112.20\|17876;2026-04-23\|116.85\|-1.29\|117.73\|118.01\|113.20\|15927;2026-04-24\|115.60\|-1.07\|116.00\|120.88\|111.61\|20503;2026-04-27\|123.90\|7.18\|116.00\|125.00\|114.44\|21618;2026-04-28\|123.21\|-0.56\|121.30\|125.95\|120.08\|17425;2026-04-29\|122.30\|-0.74\|122.00\|125.25\|116.16\|16671;2026-04-30\|124.70\|1.96\|123.51\|128.90\|123.51\|16011;2026-05-06\|122.17\|-2.03\|125.11\|126.87\|121.00\|21073;2026-05-07\|135.83\|11.18\|122.17\|137.59\|121.09\|21961;2026-05-08\|133.10\|-2.01\|134.81\|135.67\|129.00\|15564;2026-05-11\|139.30\|4.66\|133.10\|142.97\|132.00\|25296;2026-05-12\|134.83\|-3.21\|139.73\|139.73\|124.04\|35201;2026-05-13\|134.00\|-0.62\|130.47\|135.19\|126.03\|19608;2026-05-14\|131.50\|-1.87\|136.00\|136.00\|130.03\|11084;2026-05-15\|135.98\|3.41\|131.70\|138.98\|131.70\|21187;2026-05-18\|137.26\|0.94\|132.85\|139.20\|130.11\|20002;2026-05-19\|164.71\|20.00\|136.00\|164.71\|134.78\|39171;2026-05-20\|165.00\|0.18\|167.00\|169.88\|160.60\|29972;2026-05-21\|176.98\|7.26\|166.98\|189.90\|163.88\|42256;2026-05-22\|205.00\|15.83\|178.44\|205.00\|174.00\|33201;2026-05-25\|202.28\|-1.33\|200.90\|202.28\|185.02\|31132;2026-05-26\|185.00\|-8.54\|195.00\|196.00\|180.01\|28788;2026-05-27\|182.00\|-1.62\|184.90\|194.00\|178.61\|21622;2026-05-28\|194.80\|7.03\|181.09\|196.87\|176.77\|21803;2026-05-29\|185.00\|-5.03\|194.80\|195.22\|177.86\|19049;2026-06-01\|171.18\|-7.47\|184.07\|184.07\|168.80\|23674;2026-06-02\|171.70\|0.30\|171.16\|178.00\|166.13\|17763;2026-06-03\|178.29\|3.84\|171.70\|183.74\|169.02\|19074;2026-06-04\|188.30\|5.61\|174.42\|191.90\|172.03\|21849;2026-06-05\|200.70\|6.59\|183.85\|213.91\|180.95\|23885;2026-06-08\|202.86\|1.08\|180.16\|209.99\|180.16\|19371;2026-06-09\|223.70\|10.27\|202.90\|237.98\|198.34\|24550;2026-06-10\|214.00\|-4.34\|213.00\|220.00\|200.02\|17484;2026-06-11\|241.07\|12.65\|210.00\|242.00\|207.00\|18084;2026-06-12\|212.80\|-11.73\|241.07\|242.00\|210.51\|16834;2026-06-15\|225.08\|5.77\|216.00\|226.91\|205.10\|14661;2026-06-16\|241.00\|7.07\|220.02\|243.99\|217.36\|18412;2026-06-17\|239.70\|-0.54\|232.60\|242.00\|230.00\|11750;2026-06-18\|232.36\|-3.06\|237.31\|245.30\|225.00\|11930;2026-06-22\|237.00\|2.00\|232.55\|241.99\|223.16\|14222;2026-06-23\|228.03\|-3.78\|233.92\|238.99\|212.04\|17433;2026-06-24\|226.47\|-0.68\|222.89\|231.94\|213.00\|16969;2026-06-25\|246.00\|8.62\|225.00\|248.11\|218.00\|20862;2026-06-26\|226.15\|-8.07\|236.02\|252.00\|226.00\|15457;2026-06-29\|243.60\|7.72\|222.80\|255.00\|211.00\|21994;2026-06-30\|263.40\|8.13\|247.50\|263.40\|239.00\|20739;2026-07-01\|245.79\|-6.69\|265.47\|265.47\|241.00\|15329;2026-07-02\|216.35\|-11.98\|227.50\|237.59\|215.01\|12217;2026-07-03\|203.80\|-5.80\|215.48\|221.00\|203.00\|12903;2026-07-06\|190.38\|-6.58\|206.05\|209.93\|188.99\|20546;2026-07-07\|197.00\|3.48\|191.41\|200.68\|185.00\|15191;2026-07-08\|192.92\|-2.07\|196.99\|205.00\|182.58\|16276;2026-07-09\|231.50\|20.00\|195.34\|231.50\|193.94\|25716;2026-07-10\|226.10\|-2.33\|245.38\|255.00\|225.00\|4215686

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason