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
113963	宇树科技科创板IPO过会	小家电+净水概念+电机+机器人 1、据财闻2026年6月11日报道，受厄尔尼诺现象带来的异常高温及618促销带动，家电板块逆势活跃，空调等品类销量表现突出。公司主营吸尘器、空气净化器、智能净水机等高端健康生活小家电产品。 2、据2026年4月16日年报，公司旗下高端净水标杆品牌碧云泉，创新采用“1主机+4模块”组合模式，实现制冰、冷饮、气泡等多项饮水功能；旗舰产品天狼星S10Pro吸尘器搭载自研500W超大功率电机，在功率、续航等方面实现多项突破。 3、据2025年8月29日半年报及2026年4月16日年报，公司以高速电机为核心技术，核心零部件产品已涵盖高速数码电机、铝合金精密零部件等，电机业务已拓展至协作机器人、叉车等工业场景。	据网络资料，公司机器人无框力矩电机近期将交样，主要为协作机器人领域无框力矩电机（人形机器人通用），预计3-6个月批产，客户为北方头部大客户	2026-03-03\|31.80\|-3.69\|32.86\|33.04\|31.65\|30918;2026-03-04\|32.02\|0.69\|31.56\|32.20\|31.31\|21923;2026-03-05\|32.86\|2.62\|32.31\|33.50\|32.13\|46625;2026-03-06\|33.53\|2.04\|32.57\|33.60\|32.52\|35902;2026-03-09\|31.97\|-4.65\|33.53\|33.55\|31.63\|44985;2026-03-10\|31.45\|-1.63\|32.15\|32.64\|31.00\|31693;2026-03-11\|31.58\|0.41\|31.35\|31.66\|31.01\|19964;2026-03-12\|31.66\|0.25\|31.55\|32.48\|31.05\|21939;2026-03-13\|31.56\|-0.32\|31.58\|32.36\|31.50\|21250;2026-03-16\|30.83\|-2.31\|31.61\|31.64\|30.56\|17166;2026-03-17\|30.55\|-0.91\|30.90\|31.27\|30.54\|13670;2026-03-18\|30.65\|0.33\|30.70\|31.38\|30.43\|18078;2026-03-19\|29.71\|-3.07\|30.30\|30.50\|29.48\|18898;2026-03-20\|29.76\|0.17\|29.75\|30.47\|29.75\|19682;2026-03-23\|27.92\|-6.18\|29.79\|30.05\|27.07\|30176;2026-03-24\|28.41\|1.75\|28.48\|28.68\|27.92\|19830;2026-03-25\|28.35\|-0.21\|28.49\|28.80\|28.10\|16432;2026-03-26\|28.23\|-0.42\|28.34\|28.82\|28.10\|14017;2026-03-27\|28.07\|-0.57\|28.12\|28.40\|27.90\|14300;2026-03-30\|27.85\|-0.78\|27.94\|28.20\|27.65\|15149;2026-03-31\|27.36\|-1.76\|27.94\|28.08\|27.36\|19656;2026-04-01\|28.64\|4.68\|27.86\|28.85\|27.51\|29623;2026-04-02\|28.40\|-0.84\|29.04\|29.10\|28.06\|18901;2026-04-03\|27.85\|-1.94\|28.57\|28.68\|27.83\|12659;2026-04-07\|27.30\|-1.97\|27.83\|28.03\|27.23\|13887;2026-04-08\|28.35\|3.85\|27.80\|28.35\|27.73\|20808;2026-04-09\|27.14\|-4.27\|28.05\|28.05\|27.01\|28310;2026-04-10\|27.29\|0.55\|27.16\|27.60\|27.13\|19297;2026-04-13\|27.00\|-1.06\|27.14\|27.27\|26.60\|22421;2026-04-14\|27.16\|0.59\|27.08\|27.28\|26.73\|17142;2026-04-15\|28.88\|6.33\|27.16\|29.30\|27.00\|52840;2026-04-16\|27.65\|-4.26\|28.75\|28.75\|27.04\|63493;2026-04-17\|26.99\|-2.39\|27.50\|27.50\|26.67\|31249;2026-04-20\|27.08\|0.33\|26.85\|27.41\|26.85\|20185;2026-04-21\|28.19\|4.10\|27.09\|28.69\|26.98\|44432;2026-04-22\|28.55\|1.28\|28.30\|28.60\|27.87\|27303;2026-04-23\|30.48\|6.76\|28.04\|30.88\|28.04\|63074;2026-04-24\|30.63\|0.49\|30.67\|30.99\|29.90\|40023;2026-04-27\|30.80\|0.56\|30.64\|31.16\|30.53\|26475;2026-04-28\|29.69\|-3.60\|30.75\|30.80\|29.50\|28649;2026-04-29\|31.23\|5.19\|29.03\|31.40\|27.75\|57238;2026-04-30\|32.04\|2.59\|30.81\|32.19\|30.81\|35925;2026-05-06\|31.45\|-1.84\|29.98\|32.88\|29.98\|38357;2026-05-07\|32.74\|4.10\|32.20\|33.45\|31.29\|44220;2026-05-08\|34.25\|4.61\|32.57\|34.28\|32.33\|42493;2026-05-11\|33.95\|-0.88\|34.14\|34.99\|33.52\|37419;2026-05-12\|34.34\|1.15\|33.56\|35.66\|33.30\|38522;2026-05-13\|32.97\|-3.99\|34.25\|34.42\|32.50\|51938;2026-05-14\|32.47\|-1.52\|33.01\|33.53\|32.43\|26844;2026-05-15\|32.46\|-0.03\|32.28\|33.17\|31.91\|26180;2026-05-18\|31.65\|-2.50\|32.33\|32.39\|31.36\|24911;2026-05-19\|31.15\|-1.58\|31.58\|31.85\|31.06\|19934;2026-05-20\|31.15\|0.00\|30.99\|31.73\|30.12\|34516;2026-05-21\|30.20\|-3.05\|31.12\|31.68\|30.10\|24583;2026-05-22\|29.94\|-0.86\|31.19\|31.19\|29.56\|28495;2026-05-25\|29.31\|-2.10\|29.94\|30.39\|29.21\|26326;2026-05-26\|28.28\|-3.51\|29.31\|29.32\|28.10\|26780;2026-05-27\|27.07\|-4.28\|28.36\|28.36\|26.85\|28338;2026-05-28\|28.32\|4.62\|27.07\|29.00\|26.65\|48356;2026-05-29\|27.40\|-3.25\|28.30\|28.34\|26.88\|29543;2026-06-01\|27.17\|-0.84\|27.33\|28.15\|27.00\|22912;2026-06-02\|26.21\|-3.53\|27.29\|27.45\|26.10\|25635;2026-06-03\|25.83\|-1.45\|26.20\|26.32\|25.60\|17007;2026-06-04\|25.33\|-1.94\|25.83\|26.04\|25.16\|15889;2026-06-05\|25.58\|0.99\|25.33\|26.40\|24.70\|26767;2026-06-08\|25.00\|-2.27\|25.18\|25.96\|24.73\|17318;2026-06-09\|24.06\|-3.76\|25.00\|25.34\|23.90\|27555;2026-06-10\|24.59\|2.20\|24.03\|24.72\|23.30\|29158;2026-06-11\|27.05\|10.00\|24.60\|27.05\|24.60\|36115;2026-06-12\|27.40\|1.29\|27.00\|27.60\|25.96\|44953;2026-06-15\|28.18\|2.85\|27.27\|28.27\|26.97\|39252;2026-06-16\|28.17\|-0.04\|28.20\|28.88\|26.90\|41074;2026-06-17\|28.81\|2.27\|28.03\|29.00\|27.30\|40438;2026-06-18\|30.40\|5.52\|29.67\|30.80\|28.60\|43533;2026-06-22\|31.62\|4.01\|30.40\|31.67\|29.23\|43793;2026-06-23\|30.23\|-4.40\|30.94\|32.10\|30.11\|38921;2026-06-24\|29.89\|-1.12\|30.67\|30.67\|28.70\|36667;2026-06-25\|29.04\|-2.84\|30.08\|30.33\|28.53\|26922;2026-06-26\|27.60\|-4.96\|29.05\|29.05\|27.01\|34658;2026-06-29\|28.39\|2.86\|27.50\|28.88\|26.30\|37357;2026-06-30\|26.38\|-7.08\|28.17\|28.47\|26.20\|36622;2026-07-01\|27.82\|5.46\|26.91\|28.50\|26.26\|33646;2026-07-02\|28.45\|2.26\|27.25\|29.20\|27.14\|34026;2026-07-03\|28.60\|0.53\|28.64\|28.94\|28.02\|22605;2026-07-06\|26.25\|-8.22\|28.36\|28.80\|26.07\|27636;2026-07-07\|24.99\|-4.80\|26.80\|27.05\|24.75\|37705;2026-07-08\|24.44\|-2.20\|24.99\|25.36\|24.15\|30673;2026-07-09\|25.81\|5.61\|24.50\|25.99\|24.05\|36379;2026-07-10\|28.36\|9.88\|25.50\|28.39\|25.30\|55070
113962	宇树科技科创板IPO过会	机器人概念+一季报增长+高分红行业原因： 1、宇树科技于6月1日通过科创板IPO上会，国产人形机器人企业的资本化进程加速。 2、英伟达近日发布NVIDIA Cosmos 3——面向物理AI的开放世界基础模型。黄仁勋表示，得益于多模态推理语言、视觉和世界模型领域的多项突破，物理AI爆发的时代已近在眼前。公司原因： 1、据2026年3月31日年报，2025年为公司机器人业务元年，推出医养护理及后勤服务机器人等产品，2026年将聚焦获取标杆客户“灯塔订单”；据2025年3月17日达闼官微，子公司松霖机器人与达闼签署战略合作框架协议，共同探索人形机器人垂直场景应用及出海。 2、据2026年4月24日公告，公司2026年一季度归母净利润9540.54万元，同比增长109.89%；据2026年4月30日业绩说明会，新增订单接单趋势持续向好，越南基地持续获取海外头部客户供应链转移的新增订单。 3、据2026年4月30日业绩说明会，公司2025年分红比例达80.34%，并拟以不低于2026年中期归母净利润的80%进行现金分红。	公司以松霖机器人科技有限公司为平台，构建护理服务机器人、后勤服务机器人、AI陪伴机器人、人形机器人等产品体系，并与达闼公司联合研发设计人形机器人，拓展机器人业务	2026-03-03\|32.11\|-9.75\|35.14\|35.21\|32.03\|93505;2026-03-04\|30.95\|-3.61\|32.30\|32.42\|30.65\|52166;2026-03-05\|31.17\|0.71\|31.80\|32.26\|30.90\|32329;2026-03-06\|30.49\|-2.18\|31.01\|31.74\|30.48\|37853;2026-03-09\|30.07\|-1.38\|30.00\|30.14\|28.33\|76845;2026-03-10\|29.48\|-1.96\|30.10\|30.35\|28.90\|61615;2026-03-11\|29.25\|-0.78\|29.48\|29.92\|29.00\|49837;2026-03-12\|32.18\|10.02\|29.30\|32.18\|29.01\|109903;2026-03-13\|32.01\|-0.53\|32.44\|33.17\|31.55\|133984;2026-03-16\|30.27\|-5.44\|31.81\|31.84\|30.00\|94306;2026-03-17\|33.30\|10.01\|30.56\|33.30\|30.40\|105536;2026-03-18\|32.99\|-0.93\|32.40\|33.29\|31.72\|139849;2026-03-19\|31.82\|-3.55\|32.47\|33.09\|31.30\|77426;2026-03-20\|33.23\|4.43\|32.13\|34.25\|31.70\|112541;2026-03-23\|33.67\|1.32\|32.00\|34.21\|31.76\|79290;2026-03-24\|36.19\|7.48\|33.68\|36.95\|33.09\|94376;2026-03-25\|36.79\|1.66\|35.80\|38.00\|35.67\|94537;2026-03-26\|38.59\|4.89\|36.73\|39.22\|36.10\|87259;2026-03-27\|36.88\|-4.43\|38.00\|38.18\|34.80\|90930;2026-03-30\|34.53\|-6.37\|35.22\|36.20\|34.33\|79147;2026-03-31\|31.55\|-8.63\|34.52\|34.74\|31.50\|105000;2026-04-01\|33.45\|6.02\|31.74\|33.70\|31.55\|63715;2026-04-02\|35.07\|4.84\|33.44\|35.30\|32.84\|76920;2026-04-03\|35.10\|0.09\|35.57\|37.68\|34.08\|102728;2026-04-07\|32.80\|-6.55\|34.40\|34.40\|32.78\|64083;2026-04-08\|34.05\|3.81\|33.61\|34.11\|32.50\|84164;2026-04-09\|32.60\|-4.26\|33.66\|33.66\|32.25\|58386;2026-04-10\|32.49\|-0.34\|32.93\|33.19\|32.14\|45354;2026-04-13\|31.72\|-2.37\|32.16\|32.51\|31.67\|47837;2026-04-14\|32.69\|3.06\|31.77\|32.80\|31.77\|44325;2026-04-15\|33.40\|2.17\|32.69\|33.63\|32.15\|62439;2026-04-16\|34.51\|3.32\|33.40\|34.75\|32.90\|58722;2026-04-17\|34.14\|-1.07\|34.55\|35.44\|34.00\|51075;2026-04-20\|33.75\|-1.14\|34.14\|35.06\|33.62\|60521;2026-04-21\|33.77\|0.06\|33.75\|34.13\|33.46\|34130;2026-04-22\|34.61\|2.49\|33.80\|34.97\|33.57\|49310;2026-04-23\|34.30\|-0.90\|34.65\|35.23\|33.60\|47139;2026-04-24\|33.42\|-2.57\|34.19\|34.49\|33.06\|45901;2026-04-27\|33.36\|-0.18\|33.39\|34.00\|33.03\|31139;2026-04-28\|32.49\|-2.61\|33.43\|33.43\|32.30\|35521;2026-04-29\|33.16\|2.06\|32.49\|33.44\|32.36\|36265;2026-04-30\|31.90\|-3.80\|33.33\|33.40\|31.70\|43868;2026-05-06\|32.50\|1.88\|31.90\|32.89\|31.59\|44806;2026-05-07\|33.28\|2.40\|32.38\|33.50\|32.33\|41113;2026-05-08\|33.62\|1.02\|33.28\|33.75\|32.93\|36835;2026-05-11\|33.44\|-0.54\|33.62\|34.20\|32.75\|43846;2026-05-12\|32.92\|-1.55\|33.40\|33.72\|32.78\|33187;2026-05-13\|32.66\|-0.79\|32.88\|33.06\|32.19\|35972;2026-05-14\|32.08\|-1.78\|32.80\|33.01\|31.65\|31827;2026-05-15\|32.70\|1.93\|31.85\|33.58\|31.85\|39620;2026-05-18\|31.89\|-2.48\|32.83\|33.19\|31.50\|58726;2026-05-19\|32.33\|1.38\|31.60\|32.79\|31.60\|34269;2026-05-20\|32.20\|-0.40\|32.60\|32.60\|31.80\|21329;2026-05-21\|31.42\|-2.42\|31.60\|32.77\|31.09\|37224;2026-05-22\|29.72\|-5.41\|31.42\|31.87\|28.80\|82323;2026-05-25\|31.30\|5.32\|29.72\|32.00\|29.67\|66090;2026-05-26\|30.05\|-3.99\|31.32\|31.32\|29.55\|48377;2026-05-27\|29.56\|-1.63\|29.40\|30.27\|29.40\|35500;2026-05-28\|28.88\|-2.30\|29.46\|29.75\|28.74\|26577;2026-05-29\|28.06\|-1.96\|28.73\|28.91\|27.76\|34531;2026-06-01\|29.50\|5.13\|28.20\|29.58\|28.01\|49331;2026-06-02\|28.83\|-2.27\|29.55\|29.80\|28.35\|26779;2026-06-03\|29.54\|2.46\|28.82\|29.96\|28.30\|33374;2026-06-04\|29.80\|0.88\|29.09\|30.24\|29.09\|32749;2026-06-05\|32.78\|10.00\|30.27\|32.78\|29.70\|69511;2026-06-08\|31.39\|-4.24\|32.33\|32.73\|30.72\|94309;2026-06-09\|30.63\|-2.42\|31.39\|31.64\|29.19\|74481;2026-06-10\|29.01\|-5.29\|30.85\|30.98\|29.01\|42706;2026-06-11\|31.91\|10.00\|29.09\|31.91\|28.68\|73345;2026-06-12\|33.19\|4.01\|31.90\|33.51\|31.56\|100999;2026-06-15\|33.70\|1.54\|32.87\|34.20\|32.55\|77075;2026-06-16\|32.45\|-3.71\|33.73\|33.99\|32.45\|66179;2026-06-17\|32.22\|-0.71\|32.30\|33.03\|31.99\|49087;2026-06-18\|33.49\|3.94\|32.00\|34.31\|31.81\|86127;2026-06-22\|32.66\|-2.48\|33.53\|33.92\|32.19\|64170;2026-06-23\|32.80\|0.43\|32.34\|33.50\|32.13\|43096;2026-06-24\|31.33\|-4.48\|32.58\|32.85\|31.24\|49041;2026-06-25\|31.02\|-0.99\|31.75\|31.75\|30.31\|41092;2026-06-26\|31.03\|0.03\|30.50\|31.61\|30.01\|41965;2026-06-29\|31.15\|0.39\|31.01\|31.57\|30.29\|35369;2026-06-30\|32.40\|4.01\|31.00\|32.66\|30.65\|49412;2026-07-01\|32.55\|0.46\|32.32\|32.93\|31.85\|37821;2026-07-02\|32.19\|-1.11\|32.23\|33.26\|32.01\|36742;2026-07-03\|32.77\|1.80\|32.10\|33.00\|32.00\|41391;2026-07-06\|31.21\|-4.76\|32.60\|32.70\|31.06\|38647;2026-07-07\|28.37\|-9.10\|31.79\|31.88\|28.21\|64197;2026-07-08\|26.88\|-5.25\|29.73\|29.79\|26.40\|52674;2026-07-09\|26.45\|-1.60\|26.30\|27.42\|26.17\|46272;2026-07-10\|25.82\|-2.38\|26.21\|26.45\|25.82\|41179
113961	宇树科技科创板IPO过会	家庭具身机器人+小米概念+定增受理行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月11日募集说明书，公司已实现家庭具身机器人的生产和销售，并与苏州乐享智能科技有限公司签署战略合作协议及OEM/ODM产品采购合同，合同周期至2026年12月31日。 2、据2026年6月11日募集说明书，公司产品广泛应用于小米、美的、追觅等知名清洁电器品牌，主要终端合作品牌包括小米，并为其提供整机ODM/OEM业务。 3、据2026年6月11日公告，公司向特定对象发行股票申请已获上交所受理，拟募资7.763亿元用于年产清洁电器制品800万台新建项目一期等，项目规划布局家庭具身机器人等新品类产能。	公司主营吸尘器、洗地机、扫地机器人、布衣清洗机等	2026-03-03\|27.37\|-1.44\|27.77\|28.42\|27.30\|18546;2026-03-04\|26.61\|-2.78\|27.10\|27.45\|26.29\|22303;2026-03-05\|27.67\|3.98\|27.16\|28.15\|27.00\|21619;2026-03-06\|28.43\|2.75\|27.66\|28.51\|27.58\|17677;2026-03-09\|28.22\|-0.74\|28.34\|28.45\|27.70\|15783;2026-03-10\|28.98\|2.69\|28.30\|29.02\|28.29\|15941;2026-03-11\|28.51\|-1.62\|28.98\|29.58\|28.50\|19808;2026-03-12\|27.78\|-2.56\|28.51\|28.67\|27.71\|13063;2026-03-13\|28.21\|1.55\|27.79\|28.74\|27.51\|15439;2026-03-16\|28.14\|-0.25\|28.37\|28.65\|27.99\|13542;2026-03-17\|27.46\|-2.42\|28.30\|28.38\|27.40\|10316;2026-03-18\|27.73\|0.98\|27.47\|27.77\|27.31\|8717;2026-03-19\|26.62\|-4.00\|27.37\|27.79\|26.50\|14266;2026-03-20\|25.58\|-3.91\|26.63\|26.82\|25.50\|15867;2026-03-23\|24.07\|-5.90\|24.33\|25.55\|23.81\|23871;2026-03-24\|25.33\|5.23\|24.90\|25.33\|24.40\|18882;2026-03-25\|25.24\|-0.36\|25.44\|25.58\|25.08\|10888;2026-03-26\|25.04\|-0.79\|25.35\|25.63\|24.85\|11062;2026-03-27\|25.38\|1.36\|25.03\|25.47\|24.80\|9585;2026-03-30\|25.40\|0.08\|25.10\|25.40\|24.87\|10556;2026-03-31\|27.94\|10.00\|25.87\|27.94\|25.50\|52463;2026-04-01\|28.93\|3.54\|27.86\|30.00\|27.55\|76634;2026-04-02\|28.59\|-1.18\|29.36\|29.47\|28.34\|35876;2026-04-03\|27.20\|-4.86\|28.87\|28.98\|27.10\|32094;2026-04-07\|26.63\|-2.10\|27.20\|27.36\|26.60\|22290;2026-04-08\|27.47\|3.15\|27.56\|27.58\|27.07\|23652;2026-04-09\|26.95\|-1.89\|27.55\|27.55\|26.82\|14948;2026-04-10\|26.28\|-2.49\|26.78\|26.82\|25.50\|30335;2026-04-13\|26.33\|0.19\|26.26\|26.56\|25.70\|16255;2026-04-14\|25.93\|-1.52\|26.50\|26.55\|25.80\|26043;2026-04-15\|25.66\|-1.04\|25.73\|26.05\|25.51\|15745;2026-04-16\|26.08\|1.64\|25.65\|26.16\|25.41\|17988;2026-04-17\|25.95\|-0.50\|25.98\|26.06\|25.61\|13688;2026-04-20\|26.40\|1.73\|25.90\|26.55\|25.84\|16234;2026-04-21\|26.21\|-0.72\|26.25\|26.36\|25.78\|14328;2026-04-22\|26.32\|0.42\|25.99\|26.79\|25.89\|13326;2026-04-23\|26.02\|-1.14\|26.14\|26.50\|25.84\|15782;2026-04-24\|25.77\|-0.96\|26.00\|26.03\|25.60\|11356;2026-04-27\|28.35\|10.01\|25.85\|28.35\|25.85\|26836;2026-04-28\|27.00\|-4.76\|28.41\|28.41\|26.53\|60352;2026-04-29\|27.20\|0.74\|27.00\|28.20\|26.09\|48621;2026-04-30\|29.33\|7.83\|27.20\|29.50\|26.90\|79601;2026-05-06\|30.22\|3.03\|28.78\|30.58\|28.26\|62308;2026-05-07\|31.17\|3.14\|29.92\|31.25\|29.60\|48809;2026-05-08\|33.00\|5.87\|31.18\|33.33\|31.18\|57758;2026-05-11\|35.41\|7.30\|33.15\|36.29\|33.15\|64155;2026-05-12\|33.25\|-6.10\|35.45\|36.58\|32.97\|75726;2026-05-13\|30.27\|-8.96\|32.92\|32.92\|30.00\|84482;2026-05-14\|29.84\|-1.42\|30.48\|31.25\|29.84\|45341;2026-05-15\|29.94\|0.34\|29.97\|30.66\|29.53\|34075;2026-05-18\|32.93\|9.99\|29.97\|32.93\|29.97\|61115;2026-05-19\|32.59\|-1.03\|34.60\|36.22\|31.47\|140200;2026-05-20\|32.10\|-1.50\|32.67\|32.87\|31.53\|59719;2026-05-21\|30.78\|-4.11\|32.08\|33.20\|30.78\|59029;2026-05-22\|30.85\|0.23\|30.80\|33.30\|30.74\|65178;2026-05-25\|29.54\|-4.25\|30.81\|30.85\|29.40\|46697;2026-05-26\|30.67\|3.83\|29.08\|31.81\|28.63\|65758;2026-05-27\|29.43\|-4.04\|29.96\|31.03\|29.40\|48395;2026-05-28\|27.95\|-5.03\|28.81\|29.58\|27.85\|36345;2026-05-29\|26.68\|-4.54\|28.50\|28.63\|26.61\|29831;2026-06-01\|27.03\|1.31\|26.71\|27.70\|26.10\|28362;2026-06-02\|26.62\|-1.52\|26.91\|27.43\|25.85\|21168;2026-06-03\|26.13\|-1.84\|26.88\|26.92\|25.90\|22002;2026-06-04\|25.83\|-1.15\|25.72\|26.26\|25.52\|13113;2026-06-05\|25.68\|-0.58\|25.83\|26.39\|24.87\|21678;2026-06-08\|24.52\|-4.52\|24.52\|25.59\|24.02\|19709;2026-06-09\|24.25\|-1.10\|24.52\|24.88\|23.94\|18943;2026-06-10\|23.16\|-4.49\|24.27\|24.27\|22.65\|24348;2026-06-11\|25.48\|10.02\|22.95\|25.48\|22.80\|26044;2026-06-12\|22.93\|-10.01\|25.73\|25.76\|22.93\|73898;2026-06-15\|22.93\|0.00\|22.93\|23.83\|22.65\|59329;2026-06-16\|24.56\|7.11\|22.67\|25.22\|22.32\|83511;2026-06-17\|24.50\|-0.24\|24.31\|25.05\|23.80\|51853;2026-06-18\|23.30\|-4.90\|24.17\|24.75\|23.01\|40073;2026-06-22\|23.47\|0.73\|23.53\|23.64\|22.38\|31975;2026-06-23\|23.21\|-1.11\|23.30\|23.50\|22.84\|23570;2026-06-24\|22.85\|-1.55\|23.00\|23.20\|22.33\|23484;2026-06-25\|22.38\|-2.06\|22.85\|24.25\|22.31\|43025;2026-06-26\|23.20\|3.66\|22.88\|24.62\|22.22\|93006;2026-06-29\|24.75\|6.68\|22.61\|24.85\|21.40\|105912;2026-06-30\|27.23\|10.02\|24.58\|27.23\|24.58\|55835;2026-07-01\|27.65\|1.54\|27.99\|28.08\|26.61\|72319;2026-07-02\|27.61\|-0.14\|27.62\|28.40\|27.30\|41450;2026-07-03\|26.70\|-3.30\|27.88\|28.05\|26.65\|32231;2026-07-06\|26.35\|-1.31\|26.51\|27.66\|26.08\|30209;2026-07-07\|24.28\|-7.86\|26.10\|26.60\|24.20\|32175;2026-07-08\|22.64\|-6.75\|24.28\|24.58\|22.60\|40834;2026-07-09\|23.16\|2.30\|22.65\|23.60\|21.70\|39680;2026-07-10\|22.98\|-0.78\|23.30\|23.60\|22.73\|24851
113960	宇树科技科创板IPO过会	液冷服务器+人形机器人+汽车零部件+分红计划行业原因：据证券时报，6月2日晚间，上交所官网显示，宇树科技科创板IPO于6月1日过会，并于6月2日“闪电”提交注册，刷新2026年以来科创板IPO的审核纪录。此外，6月2日，英伟达CEO黄仁勋宣布，英伟达将与宇树科技联手推出新一代人形机器人参考设计“H2Plus”，该产品将于今年下半年正式上市。公司原因： 1、据2026年4月23日年报及2025年8月27日投资者关系活动记录表，公司通信设备结构件业务营收3.65亿元，同比增长145.99%；公司已为超聚变、华鲲振宇等供应服务器液冷相关产品，并正与算力服务器头部企业接洽，拓展液冷模组、快接头、CDU等关键零部件。 2、据2025年9月19日投资者关系活动记录表及2026年4月23日年报，公司积极布局具身智能赛道，已与广东省科学院共建“人形机器人关键零部件联合技术创新中心”，并成立祥鑫东莞智能机器人有限公司。 3、公司主营汽车精密冲压模具、动力电池箱体及车身结构件等，深度绑定头部车企；据2026年5月15日互动易，公司间接为T客户的汽车及新兴业务提供结构件产品。 4、据2026年6月2日公告，公司2025年度权益分派拟每10股派发现金股利2.00元，股权登记日为2026年6月9日。	公司与广东省科学院智能制造研究所共建人形机器人关键零部件联合技术创新中心	2026-03-03\|33.13\|-5.23\|34.80\|34.96\|33.10\|68134;2026-03-04\|32.90\|-0.69\|32.70\|33.68\|32.52\|39783;2026-03-05\|33.18\|0.85\|33.41\|33.78\|32.92\|31953;2026-03-06\|33.72\|1.63\|33.05\|33.79\|33.00\|31094;2026-03-09\|33.10\|-1.84\|33.39\|33.39\|32.23\|50126;2026-03-10\|33.78\|2.05\|33.52\|33.85\|33.40\|36461;2026-03-11\|33.74\|-0.12\|33.89\|34.02\|33.61\|36182;2026-03-12\|32.99\|-2.22\|33.57\|33.74\|32.88\|39240;2026-03-13\|33.05\|0.18\|32.79\|33.35\|32.62\|33686;2026-03-16\|32.40\|-1.97\|32.98\|32.98\|32.28\|33402;2026-03-17\|31.81\|-1.82\|32.53\|32.75\|31.75\|32664;2026-03-18\|31.68\|-0.41\|31.74\|31.99\|31.19\|35350;2026-03-19\|30.73\|-3.00\|31.41\|31.41\|30.46\|59192;2026-03-20\|30.20\|-1.72\|30.73\|31.10\|30.20\|42508;2026-03-23\|28.43\|-5.86\|29.71\|30.00\|28.06\|61300;2026-03-24\|28.76\|1.16\|29.00\|29.13\|28.13\|45681;2026-03-25\|29.44\|2.36\|28.85\|29.59\|28.80\|39356;2026-03-26\|28.97\|-1.60\|29.44\|29.73\|28.84\|33047;2026-03-27\|29.04\|0.24\|28.53\|29.25\|28.30\|27710;2026-03-30\|28.63\|-1.41\|28.70\|29.00\|28.25\|38531;2026-03-31\|28.53\|-0.35\|28.64\|29.14\|28.51\|33225;2026-04-01\|29.41\|3.08\|28.99\|29.45\|28.90\|48687;2026-04-02\|28.56\|-2.89\|29.36\|29.36\|28.35\|39682;2026-04-03\|27.71\|-2.98\|28.68\|28.69\|27.71\|33383;2026-04-07\|28.00\|1.05\|27.65\|28.34\|27.65\|25674;2026-04-08\|29.37\|4.89\|28.62\|29.40\|28.62\|51323;2026-04-09\|29.42\|0.17\|29.12\|29.75\|28.76\|54112;2026-04-10\|30.48\|3.60\|29.80\|30.88\|29.70\|75465;2026-04-13\|30.55\|0.23\|30.35\|31.19\|30.23\|58292;2026-04-14\|30.97\|1.37\|30.86\|31.07\|30.30\|50115;2026-04-15\|30.50\|-1.52\|31.01\|31.13\|30.42\|35906;2026-04-16\|31.07\|1.87\|30.75\|31.23\|30.54\|51356;2026-04-17\|31.02\|-0.16\|31.07\|31.17\|30.75\|32480;2026-04-20\|30.95\|-0.23\|31.00\|31.24\|30.80\|40320;2026-04-21\|31.02\|0.23\|30.95\|31.22\|30.67\|41646;2026-04-22\|31.23\|0.68\|31.02\|31.35\|30.76\|39722;2026-04-23\|30.00\|-3.94\|31.01\|31.09\|29.90\|70984;2026-04-24\|29.81\|-0.63\|29.90\|30.12\|29.75\|45161;2026-04-27\|30.46\|2.18\|29.80\|31.26\|29.59\|72845;2026-04-28\|30.76\|0.98\|30.47\|31.40\|30.16\|67875;2026-04-29\|29.64\|-3.64\|29.14\|29.88\|28.86\|101927;2026-04-30\|29.43\|-0.71\|29.58\|29.68\|29.28\|42673;2026-05-06\|30.82\|4.72\|29.72\|31.60\|29.55\|91140;2026-05-07\|31.75\|3.02\|30.91\|31.90\|30.67\|68670;2026-05-08\|34.93\|10.02\|31.76\|34.93\|31.44\|177360;2026-05-11\|35.17\|0.69\|34.44\|35.46\|33.60\|200244;2026-05-12\|35.29\|0.34\|35.11\|36.09\|34.66\|137423;2026-05-13\|35.55\|0.74\|35.14\|35.72\|34.88\|109069;2026-05-14\|34.69\|-2.42\|35.60\|35.94\|34.29\|109312;2026-05-15\|35.82\|3.26\|34.69\|36.50\|34.69\|164463;2026-05-18\|35.07\|-2.09\|35.37\|35.47\|34.75\|99382;2026-05-19\|36.78\|4.88\|35.13\|37.37\|34.60\|150957;2026-05-20\|36.29\|-1.33\|36.18\|36.95\|35.78\|81551;2026-05-21\|38.07\|4.90\|36.33\|38.59\|36.33\|206577;2026-05-22\|37.48\|-1.55\|38.02\|38.18\|37.01\|137504;2026-05-25\|36.79\|-1.84\|37.80\|37.85\|36.40\|92862;2026-05-26\|35.37\|-3.86\|36.30\|36.30\|35.00\|120002;2026-05-27\|34.08\|-3.65\|35.37\|35.65\|33.88\|86818;2026-05-28\|34.49\|1.20\|34.00\|35.28\|33.88\|70676;2026-05-29\|32.60\|-5.48\|34.73\|34.81\|32.10\|94475;2026-06-01\|32.20\|-1.23\|32.42\|33.33\|32.10\|56756;2026-06-02\|32.27\|0.22\|32.33\|32.60\|31.35\|54307;2026-06-03\|35.50\|10.01\|32.28\|35.50\|32.23\|77865;2026-06-04\|36.67\|3.30\|36.00\|37.25\|35.56\|178488;2026-06-05\|37.82\|3.14\|36.67\|38.46\|36.07\|179733;2026-06-08\|37.12\|-1.85\|37.00\|38.09\|36.70\|117536;2026-06-09\|37.03\|-0.24\|37.30\|37.59\|36.38\|85246;2026-06-10\|35.04\|-4.86\|36.51\|36.70\|34.90\|108934;2026-06-11\|38.54\|9.99\|35.04\|38.54\|34.93\|154169;2026-06-12\|39.58\|2.70\|40.47\|41.99\|38.92\|344916;2026-06-15\|40.47\|2.25\|39.71\|40.70\|39.01\|188337;2026-06-16\|42.92\|6.05\|40.44\|43.49\|40.20\|230640;2026-06-17\|42.50\|-0.98\|42.47\|43.63\|42.03\|137057;2026-06-18\|43.92\|3.34\|42.20\|44.27\|41.79\|176280;2026-06-22\|43.47\|-1.02\|45.00\|45.58\|42.32\|152018;2026-06-23\|42.86\|-1.40\|43.59\|44.60\|42.64\|130670;2026-06-24\|42.87\|0.02\|42.45\|43.30\|41.50\|121833;2026-06-25\|47.16\|10.01\|46.66\|47.16\|42.12\|269103;2026-06-26\|51.88\|10.01\|48.52\|51.88\|48.52\|230811;2026-06-29\|49.51\|-4.57\|50.00\|53.38\|49.29\|391212;2026-06-30\|50.95\|2.91\|49.52\|52.18\|47.95\|254844;2026-07-01\|50.92\|-0.06\|53.50\|54.51\|50.66\|216680;2026-07-02\|51.18\|0.51\|50.01\|52.57\|49.30\|195856;2026-07-03\|52.60\|2.77\|50.77\|53.50\|49.13\|226104;2026-07-06\|54.31\|3.25\|52.90\|57.86\|52.26\|331607;2026-07-07\|53.01\|-2.39\|53.51\|56.00\|52.48\|194068;2026-07-08\|51.46\|-2.92\|53.57\|56.16\|51.00\|167337;2026-07-09\|51.25\|-0.41\|52.00\|52.10\|49.12\|171987;2026-07-10\|51.41\|0.31\|51.00\|55.48\|50.86\|157291
113959	宇树科技科创板IPO过会	机器人概念+电磁线+一季报增长行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年6月1日投资者关系活动记录表，公司已向下游个别电机企业送样测试机器人相关电磁线但未实现销售，未来进展取决于下游合作情况，存在不确定性。 2、据2026年5月15日互动易，2026年一季度电磁线实现主营业务收入20.03亿元，同比增长25.11%，产销量稳步增长；据2025年年报，公司电磁线业务年内实现净利润2.20亿元，同比增长20.88%。 3、据2025年年报及2026年6月1日机构调研，公司坚持电磁线主业发展战略，正在逐步清理地产业务，加速房地产尾盘清盘及无项目公司注销，推进战略转型。	公司位于福建福州，已向下游个别电机企业送样测试机器人相关电磁线	2026-03-03\|4.04\|-3.58\|4.18\|4.22\|4.03\|330437;2026-03-04\|4.06\|0.49\|4.01\|4.12\|3.99\|235442;2026-03-05\|4.16\|2.46\|4.10\|4.20\|4.10\|256961;2026-03-06\|4.26\|2.40\|4.15\|4.28\|4.12\|282309;2026-03-09\|4.18\|-1.88\|4.21\|4.24\|4.11\|290899;2026-03-10\|4.19\|0.24\|4.22\|4.27\|4.17\|268602;2026-03-11\|4.17\|-0.48\|4.20\|4.20\|4.11\|220224;2026-03-12\|4.13\|-0.96\|4.16\|4.20\|4.12\|216992;2026-03-13\|4.20\|1.69\|4.15\|4.30\|4.12\|431320;2026-03-16\|4.13\|-1.67\|4.20\|4.24\|4.09\|290302;2026-03-17\|4.13\|0.00\|4.13\|4.29\|4.12\|450271;2026-03-18\|4.12\|-0.24\|4.13\|4.14\|4.03\|322236;2026-03-19\|3.97\|-3.64\|4.08\|4.08\|3.96\|278555;2026-03-20\|3.94\|-0.76\|4.02\|4.06\|3.93\|260742;2026-03-23\|3.71\|-5.84\|3.88\|3.91\|3.67\|384709;2026-03-24\|3.94\|6.20\|3.79\|3.94\|3.75\|397497;2026-03-25\|4.03\|2.28\|3.94\|4.03\|3.91\|270503;2026-03-26\|3.99\|-0.99\|4.05\|4.09\|3.98\|213729;2026-03-27\|4.10\|2.76\|3.94\|4.11\|3.93\|312222;2026-03-30\|4.10\|0.00\|4.04\|4.11\|4.00\|284449;2026-03-31\|4.00\|-2.44\|4.07\|4.15\|3.99\|272314;2026-04-01\|4.00\|0.00\|4.04\|4.07\|3.97\|230401;2026-04-02\|3.89\|-2.75\|4.01\|4.01\|3.86\|213390;2026-04-03\|3.74\|-3.86\|3.87\|3.90\|3.72\|265366;2026-04-07\|3.83\|2.41\|3.72\|3.84\|3.71\|214506;2026-04-08\|3.95\|3.13\|3.90\|3.95\|3.88\|188657;2026-04-09\|3.90\|-1.27\|3.92\|3.96\|3.87\|230804;2026-04-10\|4.01\|2.82\|3.93\|4.08\|3.92\|300005;2026-04-13\|4.00\|-0.25\|3.98\|4.03\|3.96\|199537;2026-04-14\|4.14\|3.50\|4.04\|4.15\|4.02\|279201;2026-04-15\|4.07\|-1.69\|4.15\|4.16\|4.06\|214670;2026-04-16\|4.11\|0.98\|4.07\|4.12\|4.04\|181364;2026-04-17\|4.13\|0.49\|4.11\|4.15\|4.09\|192584;2026-04-20\|4.16\|0.73\|4.14\|4.17\|4.11\|191655;2026-04-21\|4.16\|0.00\|4.14\|4.17\|4.13\|151104;2026-04-22\|4.18\|0.48\|4.14\|4.20\|4.13\|190272;2026-04-23\|3.95\|-5.50\|4.12\|4.15\|3.93\|408542;2026-04-24\|3.96\|0.25\|3.97\|3.99\|3.91\|183062;2026-04-27\|3.98\|0.51\|3.95\|4.00\|3.81\|272901;2026-04-28\|3.91\|-1.76\|3.96\|4.00\|3.89\|177548;2026-04-29\|4.03\|3.07\|3.88\|4.05\|3.88\|228325;2026-04-30\|3.64\|-9.68\|3.90\|3.90\|3.63\|760036;2026-05-06\|3.54\|-2.75\|3.62\|3.65\|3.52\|474233;2026-05-07\|3.55\|0.28\|3.55\|3.57\|3.52\|279517;2026-05-08\|3.58\|0.85\|3.55\|3.58\|3.51\|329870;2026-05-11\|3.45\|-3.63\|3.59\|3.60\|3.41\|459012;2026-05-12\|3.39\|-1.74\|3.44\|3.45\|3.38\|290516;2026-05-13\|3.58\|5.60\|3.41\|3.59\|3.39\|480240;2026-05-14\|3.37\|-5.87\|3.58\|3.61\|3.37\|403647;2026-05-15\|3.29\|-2.37\|3.37\|3.40\|3.27\|303201;2026-05-18\|3.31\|0.61\|3.30\|3.32\|3.23\|223199;2026-05-19\|3.35\|1.21\|3.30\|3.36\|3.27\|210505;2026-05-20\|3.29\|-1.79\|3.33\|3.33\|3.25\|188313;2026-05-21\|3.15\|-4.26\|3.31\|3.32\|3.13\|245827;2026-05-22\|3.20\|1.59\|3.16\|3.24\|3.12\|203197;2026-05-25\|3.17\|-0.94\|3.20\|3.23\|3.14\|172101;2026-05-26\|3.13\|-1.26\|3.18\|3.18\|3.08\|216270;2026-05-27\|3.05\|-2.56\|3.13\|3.14\|3.03\|193103;2026-05-28\|3.11\|1.97\|3.04\|3.14\|3.04\|248304;2026-05-29\|3.04\|-2.25\|3.11\|3.15\|3.00\|257920;2026-06-01\|3.14\|3.29\|3.04\|3.17\|3.01\|293256;2026-06-02\|3.08\|-1.91\|3.14\|3.15\|3.03\|242726;2026-06-03\|3.05\|-0.97\|3.09\|3.10\|3.02\|190096;2026-06-04\|3.02\|-0.98\|3.04\|3.07\|2.99\|201479;2026-06-05\|3.01\|0.67\|3.02\|3.06\|2.96\|234556;2026-06-08\|2.90\|-3.65\|2.96\|3.03\|2.85\|276493;2026-06-09\|2.89\|-0.34\|2.92\|2.93\|2.85\|193454;2026-06-10\|2.87\|-0.69\|2.89\|2.90\|2.82\|183230;2026-06-11\|3.16\|10.10\|2.89\|3.16\|2.86\|396369;2026-06-12\|3.48\|10.13\|3.27\|3.48\|3.17\|1133220;2026-06-15\|3.58\|2.87\|3.45\|3.72\|3.35\|1584141;2026-06-16\|3.63\|1.40\|3.50\|3.67\|3.46\|1135989;2026-06-17\|3.38\|-6.89\|3.59\|3.60\|3.36\|780861;2026-06-18\|3.39\|0.30\|3.39\|3.43\|3.28\|460309;2026-06-22\|3.44\|1.47\|3.38\|3.55\|3.35\|634302;2026-06-23\|3.35\|-2.62\|3.40\|3.49\|3.32\|471116;2026-06-24\|3.16\|-5.67\|3.34\|3.36\|3.13\|495475;2026-06-25\|3.09\|-2.22\|3.18\|3.18\|3.03\|410227;2026-06-26\|2.96\|-4.21\|3.07\|3.08\|2.96\|337518;2026-06-29\|2.88\|-2.70\|2.96\|2.97\|2.81\|389036;2026-06-30\|2.90\|0.69\|2.86\|2.91\|2.76\|286246;2026-07-01\|2.94\|1.38\|2.89\|3.03\|2.81\|353844;2026-07-02\|2.96\|0.68\|2.94\|3.13\|2.91\|495195;2026-07-03\|2.92\|-1.35\|2.93\|2.98\|2.88\|313027;2026-07-06\|2.89\|-1.03\|2.91\|2.98\|2.87\|266790;2026-07-07\|2.78\|-3.81\|2.89\|2.89\|2.75\|246199;2026-07-08\|2.74\|-1.44\|2.77\|2.78\|2.70\|194653;2026-07-09\|2.73\|-0.36\|2.74\|2.77\|2.63\|246762;2026-07-10\|2.75\|0.73\|2.73\|2.83\|2.68\|231874
113958		中标8.82亿元+水利建设+国企改革 1、据2026年6月24日公告，公司签署了“中联金地贺州数字智慧农业产业园项目EPC总承包二标段”重大合同；另据2026年6月26日公告，公司参与的联合体中标“乐平市农产品智慧仓储和物流设施建设项目”，中标金额为8.82亿元。 2、据2025年年度报告，公司是国内最早专业从事海堤工程建设的公司之一，主营业务覆盖水利、市政、房建等建设领域，在堤防工程建设细分市场处于领先地位，拥有国家级工法3项、省部级工法52项及发明专利55项。 3、据2025年年度报告，公司控股股东为宁波舜农集团有限公司，实际控制人为余姚市国有资产管理中心。	公司签署6.54亿元重大合同	2026-03-03\|4.88\|-3.56\|5.05\|5.13\|4.81\|168219;2026-03-04\|4.87\|-0.20\|4.84\|4.96\|4.79\|129555;2026-03-05\|4.82\|-1.03\|4.95\|4.95\|4.81\|122937;2026-03-06\|4.87\|1.04\|4.82\|4.95\|4.78\|101278;2026-03-09\|4.99\|2.46\|4.91\|5.05\|4.79\|110556;2026-03-10\|5.00\|0.20\|4.99\|5.08\|4.96\|72024;2026-03-11\|5.01\|0.20\|5.06\|5.06\|4.94\|89836;2026-03-12\|5.13\|2.40\|5.03\|5.20\|5.00\|127834;2026-03-13\|5.06\|-1.36\|5.12\|5.20\|5.04\|120909;2026-03-16\|5.01\|-0.99\|5.09\|5.09\|4.97\|101414;2026-03-17\|5.07\|1.20\|5.01\|5.18\|5.00\|109991;2026-03-18\|5.18\|2.17\|5.07\|5.19\|5.07\|97678;2026-03-19\|5.03\|-2.90\|5.18\|5.20\|5.01\|123678;2026-03-20\|4.97\|-1.19\|5.05\|5.09\|4.97\|91570;2026-03-23\|4.72\|-5.03\|4.90\|4.90\|4.72\|128955;2026-03-24\|4.70\|-0.42\|4.72\|4.75\|4.50\|135033;2026-03-25\|4.79\|1.91\|4.74\|4.79\|4.69\|64886;2026-03-26\|4.67\|-2.51\|4.79\|4.83\|4.67\|60153;2026-03-27\|4.75\|1.71\|4.58\|4.77\|4.58\|56273;2026-03-30\|4.77\|0.42\|4.73\|4.79\|4.70\|56513;2026-03-31\|4.68\|-1.89\|4.73\|4.80\|4.67\|53420;2026-04-01\|4.66\|-0.43\|4.73\|4.75\|4.61\|67518;2026-04-02\|4.60\|-1.29\|4.74\|4.74\|4.54\|84189;2026-04-03\|4.52\|-1.74\|4.60\|4.64\|4.47\|75889;2026-04-07\|4.58\|1.33\|4.55\|4.60\|4.49\|65804;2026-04-08\|4.70\|2.62\|4.61\|4.72\|4.61\|89361;2026-04-09\|4.78\|1.70\|4.68\|4.83\|4.63\|77166;2026-04-10\|4.74\|-0.84\|4.81\|4.87\|4.72\|91811;2026-04-13\|4.77\|0.63\|4.72\|4.82\|4.72\|58810;2026-04-14\|4.82\|1.05\|4.77\|4.83\|4.74\|59610;2026-04-15\|4.87\|1.04\|4.84\|4.89\|4.80\|62764;2026-04-16\|4.87\|0.00\|4.88\|4.91\|4.83\|56609;2026-04-17\|5.07\|4.11\|4.90\|5.08\|4.89\|131433;2026-04-20\|5.08\|0.20\|5.16\|5.20\|5.03\|98103;2026-04-21\|4.83\|-4.92\|5.03\|5.03\|4.83\|169226;2026-04-22\|4.83\|0.00\|4.79\|4.88\|4.75\|84620;2026-04-23\|4.68\|-3.11\|4.83\|4.84\|4.67\|93434;2026-04-24\|4.75\|1.50\|4.69\|4.79\|4.63\|73943;2026-04-27\|4.72\|-0.63\|4.78\|4.78\|4.66\|66090;2026-04-28\|4.69\|-0.64\|4.70\|4.75\|4.67\|52470;2026-04-29\|4.76\|1.49\|4.63\|4.78\|4.56\|80194;2026-04-30\|4.71\|-1.05\|4.79\|4.79\|4.67\|67914;2026-05-06\|4.72\|0.21\|4.70\|4.75\|4.68\|67022;2026-05-07\|4.69\|-0.64\|4.71\|4.73\|4.65\|55602;2026-05-08\|4.71\|0.43\|4.70\|4.71\|4.64\|71805;2026-05-11\|4.69\|-0.42\|4.71\|4.73\|4.65\|76648;2026-05-12\|4.65\|-0.85\|4.68\|4.72\|4.64\|63543;2026-05-13\|4.57\|-1.72\|4.66\|4.67\|4.54\|93087;2026-05-14\|4.47\|-2.19\|4.57\|4.66\|4.47\|77753;2026-05-15\|4.52\|1.12\|4.47\|4.60\|4.43\|63092;2026-05-18\|4.43\|-1.99\|4.53\|4.53\|4.40\|53946;2026-05-19\|4.44\|0.23\|4.46\|4.47\|4.24\|89294;2026-05-20\|4.34\|-2.25\|4.42\|4.42\|4.31\|51015;2026-05-21\|4.24\|-2.30\|4.35\|4.47\|4.24\|88046;2026-05-22\|4.22\|-0.47\|4.28\|4.28\|4.18\|79664;2026-05-25\|4.27\|1.18\|4.23\|4.37\|4.15\|93922;2026-05-26\|4.39\|2.81\|4.28\|4.48\|4.16\|138068;2026-05-27\|4.40\|0.23\|4.40\|4.50\|4.33\|76935;2026-05-28\|4.45\|1.14\|4.37\|4.49\|4.37\|38211;2026-05-29\|4.42\|-0.67\|4.46\|4.47\|4.38\|38705;2026-06-01\|4.34\|-1.81\|4.44\|4.44\|4.33\|31286;2026-06-02\|4.28\|-1.38\|4.33\|4.33\|4.26\|36223;2026-06-03\|4.07\|-4.91\|4.28\|4.28\|4.07\|121572;2026-06-04\|4.06\|-0.25\|4.06\|4.12\|3.87\|140964;2026-06-05\|3.98\|-1.97\|4.06\|4.13\|3.98\|47123;2026-06-08\|3.84\|-3.52\|3.90\|3.96\|3.79\|74364;2026-06-09\|3.78\|-1.56\|3.86\|3.90\|3.77\|41650;2026-06-10\|3.75\|-0.79\|3.80\|3.80\|3.70\|32738;2026-06-11\|3.94\|5.07\|3.77\|3.94\|3.70\|91894;2026-06-12\|3.90\|-1.02\|3.96\|4.10\|3.87\|69291;2026-06-15\|3.92\|0.51\|3.92\|3.98\|3.86\|45642;2026-06-16\|3.82\|-2.55\|3.92\|3.92\|3.77\|55972;2026-06-17\|3.66\|-4.19\|3.82\|3.82\|3.63\|67982;2026-06-18\|3.55\|-3.01\|3.69\|3.69\|3.51\|89453;2026-06-22\|3.43\|-3.38\|3.49\|3.55\|3.37\|110846;2026-06-23\|3.49\|1.75\|3.46\|3.60\|3.40\|93473;2026-06-24\|3.56\|2.01\|3.44\|3.62\|3.42\|59685;2026-06-25\|3.40\|-4.49\|3.57\|3.57\|3.38\|71403;2026-06-26\|3.50\|2.94\|3.56\|3.56\|3.41\|85953;2026-06-29\|3.50\|0.00\|3.47\|3.61\|3.37\|61917;2026-06-30\|3.68\|5.14\|3.49\|3.68\|3.45\|63226;2026-07-01\|3.86\|4.89\|3.77\|3.86\|3.72\|103472;2026-07-02\|4.05\|4.92\|3.80\|4.05\|3.80\|88805;2026-07-03\|4.04\|-0.25\|4.10\|4.16\|3.92\|100015;2026-07-06\|3.82\|-5.45\|4.09\|4.16\|3.82\|64890;2026-07-07\|3.73\|-2.36\|3.83\|3.88\|3.70\|44215;2026-07-08\|3.67\|-1.61\|3.72\|3.78\|3.61\|47795;2026-07-09\|3.69\|0.55\|3.62\|3.75\|3.60\|39866;2026-07-10\|3.95\|7.05\|3.70\|3.97\|3.64\|77428
113957		摘帽预期+红外芯片+新能源订单行业原因：上周五SpaceX在纳斯达克正式上市，首日大涨超19%，市值突破2万亿美元。中信证券指出，SpaceX上市可能重塑全球商业航天板块估值体系。公司原因： 1、据2026年6月9日公告及2026年6月5日互动易，公司向深交所提交的撤销退市风险警示申请处于补充材料阶段，正积极推进后续工作；截至2026年一季度末，公司在手订单约2.22亿元。 2、据2025年年度报告，公司是国内少数拥有红外热成像相关核心芯片到整机系统全产业链完整的高新技术企业，也是国内唯一实现“非晶硅”和“氧化钒”双技术路线量产的非制冷红外焦平面探测器企业。 3、据2026年4月23日投资者关系活动记录表，公司2026年2月与某头部新能源企业签订冷库热像仪设备采购框架协议，合同金额约人民币8,887.94万元，成功切入新能源电池产业链。	1、公司整合在红外监控、光电惯导、图像识别及人工智能等领域的技术储备和研发投入，成功研发多型巡检机器人，电力巡检机器人批量供货，成功开拓巡检机器人在地铁轨道交通和IDC数据机房等领域的应用； 2、公司开发了“智能电网设备状态全息感知平台”可实时、准确监控电站各类安全状态，实现构建智能电站	2026-03-03\|17.85\|-2.78\|18.37\|18.50\|17.81\|40207;2026-03-04\|17.80\|-0.28\|17.68\|17.92\|17.48\|26402;2026-03-05\|17.50\|-1.69\|18.16\|18.16\|17.21\|42245;2026-03-06\|18.30\|4.57\|17.60\|18.33\|17.53\|56524;2026-03-09\|18.04\|-1.42\|18.30\|18.30\|17.80\|34401;2026-03-10\|18.34\|1.66\|18.12\|18.39\|18.10\|30297;2026-03-11\|18.30\|-0.22\|18.28\|18.75\|18.28\|30943;2026-03-12\|18.11\|-1.04\|18.25\|18.39\|18.06\|23116;2026-03-13\|18.10\|-0.06\|18.03\|18.20\|17.95\|26451;2026-03-16\|18.19\|0.50\|18.28\|18.28\|18.00\|24222;2026-03-17\|17.98\|-1.15\|18.32\|18.32\|17.85\|23116;2026-03-18\|18.12\|0.78\|17.98\|18.12\|17.83\|21868;2026-03-19\|18.00\|-0.66\|18.08\|18.25\|17.90\|26527;2026-03-20\|18.09\|0.50\|18.14\|18.50\|17.90\|37158;2026-03-23\|17.23\|-4.75\|18.00\|18.00\|17.19\|49615;2026-03-24\|17.44\|1.22\|17.55\|17.56\|17.23\|21831;2026-03-25\|18.31\|4.99\|17.50\|18.31\|17.49\|41833;2026-03-26\|19.08\|4.21\|18.99\|19.23\|18.36\|78749;2026-03-27\|18.41\|-3.51\|19.09\|19.27\|18.23\|79894;2026-03-30\|18.00\|-2.23\|18.47\|18.47\|17.82\|34209;2026-03-31\|17.86\|-0.78\|18.08\|18.20\|17.82\|19056;2026-04-01\|17.84\|-0.11\|17.89\|18.03\|17.75\|20902;2026-04-02\|17.94\|0.56\|18.18\|18.20\|17.80\|14200;2026-04-03\|17.94\|0.00\|17.94\|18.00\|17.76\|13148;2026-04-07\|17.91\|-0.17\|17.94\|17.96\|17.79\|11709;2026-04-08\|18.39\|2.68\|17.95\|18.79\|17.91\|30216;2026-04-09\|18.63\|1.31\|18.18\|18.75\|18.15\|32119;2026-04-10\|18.85\|1.18\|18.80\|18.86\|18.50\|34432;2026-04-13\|18.91\|0.32\|18.90\|19.25\|18.80\|33312;2026-04-14\|18.95\|0.21\|19.05\|19.05\|18.84\|28355;2026-04-15\|18.79\|-0.84\|19.07\|19.20\|18.74\|22242;2026-04-16\|18.98\|1.01\|18.60\|19.01\|18.40\|36685;2026-04-17\|19.14\|0.84\|18.99\|19.25\|18.82\|42035;2026-04-20\|19.07\|-0.37\|18.98\|19.20\|18.76\|57450;2026-04-21\|18.97\|-0.52\|19.07\|19.16\|18.90\|38477;2026-04-22\|18.81\|-0.84\|18.82\|18.90\|18.71\|45791;2026-04-23\|18.56\|-1.33\|18.81\|18.81\|18.56\|27555;2026-04-24\|19.09\|2.86\|18.56\|19.38\|18.56\|50731;2026-04-27\|18.93\|-0.84\|19.20\|19.25\|18.81\|31527;2026-04-28\|18.99\|0.32\|18.93\|19.23\|18.82\|40280;2026-04-29\|19.02\|0.16\|18.98\|19.06\|18.80\|33137;2026-04-30\|18.57\|-2.37\|18.23\|18.88\|18.23\|84711;2026-05-06\|18.10\|-2.53\|18.58\|18.68\|17.99\|89717;2026-05-07\|18.31\|1.16\|18.19\|18.35\|18.00\|50305;2026-05-08\|19.16\|4.64\|18.37\|19.23\|17.99\|89702;2026-05-11\|18.87\|-1.51\|19.16\|19.35\|18.72\|58301;2026-05-12\|18.93\|0.32\|18.87\|18.97\|18.71\|30821;2026-05-13\|19.73\|4.23\|18.99\|19.87\|18.82\|99852;2026-05-14\|19.39\|-1.72\|19.75\|20.14\|19.36\|58942;2026-05-15\|19.05\|-1.75\|19.36\|19.50\|18.80\|49577;2026-05-18\|18.64\|-2.15\|19.00\|19.04\|18.61\|47670;2026-05-19\|18.76\|0.64\|18.79\|18.86\|18.34\|27257;2026-05-20\|18.68\|-0.43\|18.78\|18.79\|18.57\|27338;2026-05-21\|18.55\|-0.70\|18.58\|19.15\|18.53\|33465;2026-05-22\|18.59\|0.22\|18.70\|18.79\|18.46\|31294;2026-05-25\|18.25\|-1.83\|18.56\|18.56\|18.15\|41605;2026-05-26\|17.34\|-4.99\|18.06\|18.06\|17.34\|53658;2026-05-27\|16.47\|-5.02\|16.47\|16.47\|16.47\|36806;2026-05-28\|15.65\|-4.98\|15.65\|15.65\|15.65\|22268;2026-05-29\|14.87\|-4.98\|14.87\|15.63\|14.87\|187726;2026-06-01\|14.13\|-4.98\|14.13\|14.13\|14.13\|30726;2026-06-02\|14.84\|5.02\|13.42\|14.84\|13.42\|245041;2026-06-03\|14.63\|-1.42\|14.45\|15.13\|14.22\|129223;2026-06-04\|14.14\|-3.35\|14.55\|14.66\|14.14\|65134;2026-06-05\|14.82\|4.81\|14.22\|14.85\|14.22\|88211;2026-06-08\|14.30\|-3.51\|14.51\|14.94\|14.26\|74275;2026-06-09\|14.29\|-0.07\|14.31\|14.47\|14.08\|34668;2026-06-10\|13.60\|-4.83\|14.29\|14.29\|13.58\|71692;2026-06-11\|14.28\|5.00\|13.59\|14.28\|13.30\|76893;2026-06-12\|14.99\|4.97\|14.95\|14.99\|14.55\|43162;2026-06-15\|15.74\|5.00\|15.56\|15.74\|15.00\|41350;2026-06-16\|15.74\|0.00\|16.35\|16.53\|15.31\|105764;2026-06-17\|15.70\|-0.25\|15.76\|16.16\|15.45\|68388;2026-06-18\|15.71\|0.06\|15.60\|16.11\|15.60\|45686;2026-06-22\|15.15\|-3.56\|15.81\|15.81\|14.92\|70014;2026-06-23\|15.05\|-0.66\|15.15\|15.50\|14.91\|37262;2026-06-24\|14.85\|-1.33\|14.99\|15.12\|14.60\|42374;2026-06-25\|14.23\|-4.18\|14.86\|14.88\|14.11\|67343;2026-06-26\|14.43\|1.41\|14.19\|14.75\|13.90\|46188;2026-06-29\|14.31\|-0.83\|14.56\|14.68\|14.00\|39678;2026-06-30\|14.99\|4.75\|14.33\|15.03\|14.17\|56606;2026-07-01\|14.50\|-3.27\|14.71\|14.88\|14.40\|53083;2026-07-02\|14.54\|0.28\|14.30\|14.83\|14.17\|40951;2026-07-03\|14.69\|1.03\|14.80\|14.99\|14.55\|40021;2026-07-06\|14.21\|-3.27\|14.84\|14.84\|14.21\|35620;2026-07-07\|13.92\|-2.04\|14.30\|14.42\|13.44\|41706;2026-07-08\|13.76\|-1.15\|13.90\|13.90\|13.49\|22794;2026-07-09\|12.40\|-9.88\|13.50\|13.89\|12.38\|129385;2026-07-10\|13.12\|5.81\|12.45\|13.60\|12.42\|93192
113956	长鑫存储过会	半导体设备+高温SPM+订单增长+H股上市行业原因： 1、据中证报，国际半导体产业协会（SEMI）最新报告显示，2026年第一季度全球半导体设备出货金额达到365.5亿美元，同比增长14%，创下历史最高单季纪录。 2、国信证券指出，全球半导体扩产未见放缓，台积电、美光等头部厂商持续上修资本开支，厂务设备作为晶圆厂建设后置环节，有望在2026-2027年迎来需求集中释放。公司原因： 1、据2025年年度报告及2025年11月13日投资者关系活动记录表，公司主营半导体专用设备，产品包括清洗设备、电镀设备、先进封装湿法设备等，清洗设备全球市占率前四、电镀设备全球市占率前三。 2、据盛美上海官微2026年5月25日披露，在全球半导体表面制备与清洗领域行业盛会SPCC2026上，盛美半导体资深专家Deepak Kumar介绍了公司的独特的高温SPM工艺，是单片高温硫酸清洗自进入市场十几年来所出现的一个重大技术突破。 3、据2026年5月19日及5月28日投资者关系活动记录表，公司2026年第一季度新签订单同比增长65%，在手订单保持稳定增长。 4、据2026年5月27日公告，公司董事会审议通过关于公司发行H股股票并在香港联交所主板上市的方案，相关议案已获2026年6月16日召开的年度股东大会审议通过。	公司主要产品包括半导体清洗设备、半导体电镀设备和先进封装湿法设备，推出Ultra ECDP电化学去镀设备	2026-03-03\|161.23\|-3.90\|169.00\|170.80\|161.16\|36023;2026-03-04\|158.28\|-1.83\|159.99\|162.66\|158.28\|25285;2026-03-05\|161.31\|1.91\|162.20\|164.46\|159.52\|31097;2026-03-06\|160.80\|-0.32\|160.00\|162.40\|160.00\|15863;2026-03-09\|155.33\|-3.40\|156.90\|156.90\|151.03\|29468;2026-03-10\|159.34\|2.58\|158.98\|160.38\|157.20\|21826;2026-03-11\|158.81\|-0.33\|159.49\|160.39\|158.58\|17193;2026-03-12\|155.30\|-2.21\|158.01\|159.38\|154.28\|20876;2026-03-13\|153.48\|-1.17\|153.83\|156.50\|152.34\|21667;2026-03-16\|156.87\|2.21\|152.44\|157.41\|150.51\|27203;2026-03-17\|153.43\|-2.19\|156.73\|157.95\|153.30\|18397;2026-03-18\|155.86\|1.58\|154.23\|156.37\|152.68\|19575;2026-03-19\|150.47\|-3.46\|153.10\|153.80\|150.00\|21919;2026-03-20\|150.01\|-0.31\|151.97\|155.80\|150.01\|23260;2026-03-23\|144.76\|-3.50\|146.06\|148.98\|143.50\|26788;2026-03-24\|148.50\|2.58\|147.10\|148.98\|145.28\|24075;2026-03-25\|149.84\|0.90\|149.00\|151.62\|149.00\|23518;2026-03-26\|142.03\|-5.21\|148.00\|148.88\|140.85\|47638;2026-03-27\|142.99\|0.68\|139.40\|144.00\|138.56\|31914;2026-03-30\|144.50\|1.06\|140.06\|146.90\|139.30\|40505;2026-03-31\|141.61\|-2.00\|147.39\|147.80\|141.20\|25932;2026-04-01\|145.19\|2.53\|146.00\|146.00\|143.33\|27708;2026-04-02\|140.10\|-3.51\|145.19\|145.20\|139.00\|23572;2026-04-03\|139.74\|-0.26\|140.86\|141.78\|139.08\|15100;2026-04-07\|140.83\|0.78\|140.69\|142.48\|140.06\|18274;2026-04-08\|150.99\|7.21\|147.00\|150.99\|145.60\|42717;2026-04-09\|151.33\|0.23\|148.58\|154.87\|148.06\|40579;2026-04-10\|153.90\|1.70\|153.66\|156.60\|152.67\|35715;2026-04-13\|153.15\|-0.49\|151.99\|154.98\|151.00\|28287;2026-04-14\|159.21\|3.96\|155.00\|161.48\|154.80\|54042;2026-04-15\|156.00\|-2.02\|160.55\|161.00\|155.22\|40794;2026-04-16\|155.86\|-0.09\|155.06\|156.50\|154.02\|34953;2026-04-17\|157.40\|0.99\|154.53\|158.50\|152.80\|36086;2026-04-20\|156.76\|-0.41\|157.25\|159.40\|154.53\|38052;2026-04-21\|155.80\|-0.61\|156.99\|157.00\|153.23\|27845;2026-04-22\|161.00\|3.34\|155.80\|161.00\|154.92\|51041;2026-04-23\|156.44\|-2.83\|161.78\|162.18\|155.00\|39800;2026-04-24\|157.98\|0.98\|156.14\|160.90\|154.58\|43875;2026-04-27\|166.10\|5.14\|160.99\|167.35\|155.64\|78037;2026-04-28\|146.60\|-11.74\|151.30\|152.32\|144.60\|110629;2026-04-29\|149.01\|1.64\|145.00\|149.97\|142.58\|52804;2026-04-30\|154.11\|3.42\|149.05\|157.00\|148.00\|59557;2026-05-06\|157.20\|2.01\|157.22\|163.50\|155.88\|64288;2026-05-07\|160.35\|2.00\|158.70\|160.37\|156.31\|57437;2026-05-08\|160.21\|-0.09\|158.73\|164.00\|155.68\|70593;2026-05-11\|166.23\|3.76\|162.21\|167.94\|161.09\|85116;2026-05-12\|174.42\|4.93\|167.00\|175.30\|162.80\|120995;2026-05-13\|180.88\|3.70\|169.28\|184.60\|167.60\|109144;2026-05-14\|175.10\|-3.20\|180.12\|181.72\|174.80\|81264;2026-05-15\|175.20\|0.06\|175.80\|184.20\|166.58\|120805;2026-05-18\|185.18\|5.70\|182.25\|190.00\|177.30\|139606;2026-05-19\|196.80\|6.28\|182.98\|199.97\|179.30\|153652;2026-05-20\|210.68\|7.05\|194.00\|214.73\|193.05\|169840;2026-05-21\|212.72\|0.97\|217.00\|225.04\|211.01\|217806;2026-05-22\|213.17\|0.21\|212.50\|217.68\|204.58\|127204;2026-05-25\|251.00\|17.75\|214.44\|255.80\|214.29\|191237;2026-05-26\|256.98\|2.38\|251.00\|269.00\|248.00\|179803;2026-05-27\|241.00\|-6.22\|256.98\|265.00\|237.39\|139799;2026-05-28\|243.88\|1.20\|240.00\|247.00\|227.86\|114686;2026-05-29\|229.04\|-6.08\|250.00\|251.20\|225.47\|108754;2026-06-01\|215.15\|-6.06\|226.50\|227.00\|212.88\|87950;2026-06-02\|225.05\|4.60\|217.00\|233.17\|210.33\|108297;2026-06-03\|252.94\|12.39\|229.00\|265.50\|225.61\|149442;2026-06-04\|270.50\|6.94\|250.00\|278.35\|241.14\|118476;2026-06-05\|251.00\|-7.21\|259.68\|266.00\|248.60\|78613;2026-06-08\|245.60\|-2.15\|236.59\|257.99\|235.00\|92908;2026-06-09\|263.86\|7.43\|253.11\|267.80\|240.27\|109037;2026-06-10\|264.99\|0.43\|259.00\|271.46\|253.88\|86974;2026-06-11\|284.00\|7.17\|264.00\|298.00\|264.00\|99643;2026-06-12\|304.66\|7.27\|303.38\|330.00\|295.24\|153239;2026-06-15\|315.00\|3.39\|319.97\|319.97\|283.50\|99489;2026-06-16\|301.00\|-4.44\|309.00\|311.93\|290.04\|114010;2026-06-17\|361.20\|20.00\|298.99\|361.20\|295.10\|119849;2026-06-18\|378.75\|4.86\|362.30\|383.00\|361.65\|103774;2026-06-22\|376.14\|-0.69\|362.87\|387.47\|360.01\|82999;2026-06-23\|399.81\|6.29\|368.61\|407.00\|367.12\|93160;2026-06-24\|402.18\|0.59\|380.00\|432.98\|380.00\|83801;2026-06-25\|412.97\|2.68\|399.00\|428.57\|393.10\|80617;2026-06-26\|414.00\|0.25\|404.71\|427.99\|392.05\|88395;2026-06-29\|447.95\|8.20\|420.00\|450.00\|414.00\|106096;2026-06-30\|432.00\|-3.56\|450.00\|459.99\|425.80\|99576;2026-07-01\|405.00\|-6.25\|435.00\|450.50\|394.51\|106677;2026-07-02\|370.00\|-8.64\|390.00\|405.00\|369.00\|113834;2026-07-03\|363.43\|-1.78\|370.00\|378.00\|352.00\|101072;2026-07-06\|373.00\|2.63\|369.69\|379.92\|350.00\|93507;2026-07-07\|396.50\|6.30\|365.00\|400.00\|361.00\|82039;2026-07-08\|415.00\|4.67\|396.50\|430.00\|385.02\|95716;2026-07-09\|432.60\|4.24\|427.98\|434.50\|397.50\|94433;2026-07-10\|392.89\|-9.18\|432.50\|445.65\|385.00\|9495597
113955	长鑫存储过会	硅零部件+存储芯片+定增扩产行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年5月29日机构调研，公司的大直径硅材料产品及其制成品硅零部件，是高端存储芯片制造所需等离子刻蚀环节中的核心耗材。据2025年年度报告，中国本土存储芯片厂商正迎来全球消费级存储需求转向的机遇，有望加速成长，公司力争抓住未来几年中国存储芯片产能大规模建设、国产化率提升的机遇。 2、据2026年5月14日公告，公司拟向特定对象发行股票募资不超过10亿元，其中5亿元用于12英寸高端刻蚀用硅零部件扩产项目，3亿元用于碳化硅陶瓷零部件研发及产业化建设项目，以强化“第二、第三增长曲线”，快速响应下游晶圆厂扩张需求。 3、据2026年1月26日机构调研，公司已取得中国本土硅零部件市场领先地位，产品已进入长江存储、长鑫存储等主流存储芯片制造厂及北方华创、中微公司等刻蚀设备制造厂供应链。据2026年5月29日机构调研，2026年中国大陆硅零部件市场规模有望达到约70亿元。	公司为刻蚀硅材料龙头，硅零部件产品由大直径硅材料加工而成，其终端主要应用于存储芯片制造厂的等离子刻蚀工艺中，是需要定期更换的核心耗材	2026-03-03\|79.50\|-9.35\|87.47\|89.77\|78.85\|82499;2026-03-04\|81.87\|2.98\|79.53\|83.96\|79.50\|54442;2026-03-05\|81.73\|-0.17\|84.70\|85.21\|80.76\|50178;2026-03-06\|82.50\|0.94\|80.51\|83.48\|80.51\|33505;2026-03-09\|79.40\|-3.76\|77.00\|80.00\|75.36\|55414;2026-03-10\|82.65\|4.09\|81.50\|83.00\|80.10\|42332;2026-03-11\|79.00\|-4.42\|83.00\|83.15\|78.90\|57716;2026-03-12\|78.00\|-1.27\|78.45\|79.98\|76.69\|39558;2026-03-13\|76.17\|-2.35\|77.00\|78.98\|76.08\|39940;2026-03-16\|79.20\|3.98\|76.87\|80.45\|75.36\|52477;2026-03-17\|75.72\|-4.39\|80.30\|80.30\|75.70\|33646;2026-03-18\|79.42\|4.89\|76.50\|79.90\|76.50\|48103;2026-03-19\|75.60\|-4.81\|77.03\|78.30\|75.15\|48586;2026-03-20\|74.89\|-0.94\|75.00\|78.80\|74.89\|47725;2026-03-23\|70.20\|-6.26\|72.90\|74.37\|69.62\|46948;2026-03-24\|71.60\|1.99\|71.53\|71.88\|68.01\|57633;2026-03-25\|72.27\|0.94\|72.03\|74.30\|70.70\|52385;2026-03-26\|70.50\|-2.45\|71.50\|72.10\|70.15\|34527;2026-03-27\|70.85\|0.50\|70.65\|71.38\|68.33\|46582;2026-03-30\|69.86\|-1.40\|68.95\|70.66\|68.52\|37462;2026-03-31\|67.35\|-3.59\|69.28\|69.97\|67.30\|37566;2026-04-01\|70.43\|4.57\|69.64\|70.72\|68.58\|48378;2026-04-02\|67.00\|-4.87\|70.01\|70.93\|66.80\|52600;2026-04-03\|67.68\|1.01\|68.30\|68.50\|66.70\|37230;2026-04-07\|69.41\|2.56\|67.90\|71.38\|67.90\|41327;2026-04-08\|75.16\|8.28\|73.00\|75.24\|72.01\|66032;2026-04-09\|74.38\|-1.04\|73.75\|75.50\|73.01\|46137;2026-04-10\|74.05\|-0.44\|75.49\|76.49\|73.91\|50791;2026-04-13\|72.69\|-1.84\|73.07\|75.49\|72.50\|53398;2026-04-14\|75.32\|3.62\|74.00\|76.00\|73.88\|63563;2026-04-15\|72.87\|-3.25\|76.00\|77.15\|72.38\|56807;2026-04-16\|74.37\|2.06\|72.80\|75.10\|71.88\|50497;2026-04-17\|75.48\|1.49\|74.37\|76.10\|73.50\|47047;2026-04-20\|76.50\|1.35\|76.49\|77.43\|74.71\|59961;2026-04-21\|79.33\|3.70\|77.30\|79.80\|74.82\|83291;2026-04-22\|83.72\|5.53\|78.97\|84.29\|77.00\|92204;2026-04-23\|81.97\|-2.09\|83.80\|85.08\|81.30\|78552;2026-04-24\|82.71\|0.90\|80.65\|83.27\|78.89\|63305;2026-04-27\|70.39\|-14.90\|78.93\|78.93\|70.38\|167763;2026-04-28\|68.53\|-2.64\|70.90\|71.97\|67.90\|96236;2026-04-29\|70.01\|2.16\|68.16\|70.99\|66.71\|80508;2026-04-30\|71.28\|1.81\|70.50\|71.82\|69.28\|65502;2026-05-06\|81.41\|14.21\|73.88\|83.88\|73.88\|159152;2026-05-07\|83.69\|2.80\|81.20\|85.49\|79.88\|106484;2026-05-08\|83.56\|-0.16\|82.48\|84.87\|80.86\|76439;2026-05-11\|94.70\|13.33\|87.00\|97.36\|83.38\|158403;2026-05-12\|92.36\|-2.47\|94.00\|94.12\|89.62\|90316;2026-05-13\|95.50\|3.40\|89.95\|97.10\|89.95\|98140;2026-05-14\|96.13\|0.66\|95.00\|99.13\|92.60\|129691;2026-05-15\|96.31\|0.19\|95.43\|100.10\|90.61\|127536;2026-05-18\|96.10\|-0.22\|97.00\|102.80\|95.10\|119262;2026-05-19\|99.85\|3.90\|95.00\|100.00\|93.01\|107641;2026-05-20\|107.38\|7.54\|101.10\|110.00\|101.10\|128628;2026-05-21\|93.98\|-12.48\|110.00\|111.00\|93.00\|168212;2026-05-22\|94.65\|0.71\|96.00\|96.30\|91.51\|101717;2026-05-25\|96.42\|1.87\|93.93\|98.58\|92.00\|95186;2026-05-26\|93.09\|-3.45\|95.45\|96.49\|89.12\|92857;2026-05-27\|89.74\|-3.60\|95.07\|95.88\|89.20\|70803;2026-05-28\|91.15\|1.57\|89.08\|92.00\|87.13\|64896;2026-05-29\|85.47\|-6.23\|91.05\|91.87\|83.50\|98617;2026-06-01\|80.85\|-5.41\|84.66\|85.72\|80.61\|56128;2026-06-02\|79.43\|-1.76\|82.30\|82.30\|78.09\|59724;2026-06-03\|86.10\|8.40\|79.33\|89.68\|79.33\|108153;2026-06-04\|89.00\|3.37\|84.01\|90.36\|84.01\|80267;2026-06-05\|87.30\|-1.91\|86.73\|92.25\|84.70\|78150;2026-06-08\|81.96\|-6.12\|83.00\|85.17\|80.16\|53088;2026-06-09\|93.06\|13.79\|83.90\|93.98\|81.26\|113477;2026-06-10\|90.41\|-2.85\|91.08\|95.63\|88.60\|108457;2026-06-11\|99.55\|10.11\|90.07\|103.00\|90.07\|138874;2026-06-12\|104.10\|4.57\|107.53\|119.46\|103.00\|245432;2026-06-15\|111.80\|7.40\|106.85\|115.20\|98.00\|190418;2026-06-16\|110.94\|-0.77\|111.60\|113.43\|109.00\|109224;2026-06-17\|121.71\|9.71\|108.70\|121.99\|107.60\|161732;2026-06-18\|124.37\|2.19\|121.03\|130.30\|119.00\|163276;2026-06-22\|128.54\|3.35\|129.20\|130.88\|122.98\|141004;2026-06-23\|124.93\|-2.81\|128.93\|134.70\|122.00\|110003;2026-06-24\|141.90\|13.58\|124.44\|141.90\|123.04\|117142;2026-06-25\|153.66\|8.29\|142.92\|156.99\|142.92\|147120;2026-06-26\|161.94\|5.39\|152.50\|165.98\|148.10\|124957;2026-06-29\|194.33\|20.00\|184.14\|194.33\|179.17\|223185;2026-06-30\|214.42\|10.34\|190.00\|220.01\|182.00\|200688;2026-07-01\|238.56\|11.26\|213.00\|247.00\|210.46\|179728;2026-07-02\|203.97\|-14.50\|224.26\|233.26\|196.12\|241733;2026-07-03\|188.29\|-7.69\|199.51\|203.50\|185.36\|166257;2026-07-06\|180.55\|-4.11\|190.50\|194.90\|173.33\|133938;2026-07-07\|182.00\|0.80\|184.00\|186.62\|174.45\|116601;2026-07-08\|174.80\|-3.96\|185.50\|188.89\|173.00\|125203;2026-07-09\|196.90\|12.64\|183.50\|198.00\|180.50\|148473;2026-07-10\|173.01\|-12.13\|199.83\|204.69\|173.00\|16482847
113954	长鑫存储过会	涨停揭秘：航空工业集团存储芯片核心供应商，长鑫存储过会强化国产替代逻辑；涨停缘由：公司军用存储控制芯片已批量列装航空工业集团装备体系，长鑫存储过会标志国产存储产业化加速，军工领域对自主可控要求更高，公司有望优先受益于军用存储芯片国产替代进程；资金逻辑：军工电子与国产芯片双主线资金共振，6月9日游资席位合计买入超1.2亿元，龙虎榜显示三家一线游资联手介入；风险提示：公司2025年军品业务占比超85%，民用市场拓展缓慢；野战光通信装备订单受国防预算执行节奏影响较大	1、公司有军用存储控制芯片，已成为航空工业集团存储控制芯片供应商，具备本土化研发、快速响应及定制化服务优势； 2、公司主要军事训练装备品类和特种军事装备，主要产品包括野战光缆、光端机等野战光通信装备，以及信标机、手持终端等搜索器系列装备	2026-03-03\|122.80\|-0.47\|121.11\|124.98\|119.28\|16198;2026-03-04\|127.16\|3.55\|119.99\|128.80\|119.00\|27750;2026-03-05\|124.28\|-2.26\|124.00\|126.50\|124.00\|16152;2026-03-06\|124.49\|0.17\|124.28\|125.68\|124.20\|10750;2026-03-09\|121.78\|-2.18\|125.20\|125.59\|121.78\|12540;2026-03-10\|121.33\|-0.37\|120.00\|121.60\|119.51\|10285;2026-03-11\|119.63\|-1.40\|121.10\|121.50\|119.14\|8212;2026-03-12\|116.93\|-2.26\|120.04\|120.12\|116.50\|9574;2026-03-13\|115.47\|-1.25\|116.80\|117.58\|115.17\|6037;2026-03-16\|117.49\|1.75\|115.50\|118.17\|115.02\|5228;2026-03-17\|115.06\|-2.07\|117.62\|117.87\|115.00\|5915;2026-03-18\|114.80\|-0.23\|115.07\|115.94\|113.61\|4357;2026-03-19\|113.50\|-1.13\|114.00\|114.95\|113.00\|5405;2026-03-20\|112.50\|-0.88\|114.00\|114.06\|112.48\|3836;2026-03-23\|106.00\|-5.78\|114.00\|114.00\|105.00\|8483;2026-03-24\|109.60\|3.40\|112.54\|112.60\|107.02\|6062;2026-03-25\|115.34\|5.24\|109.60\|117.60\|109.00\|11062;2026-03-26\|113.84\|-1.30\|115.10\|115.90\|113.35\|6281;2026-03-27\|113.35\|-0.43\|112.83\|115.89\|111.86\|5874;2026-03-30\|114.73\|1.22\|113.35\|114.99\|112.30\|7854;2026-03-31\|113.43\|-1.13\|114.85\|115.51\|112.74\|7644;2026-04-01\|115.49\|1.82\|114.98\|115.62\|113.02\|7150;2026-04-02\|113.91\|-1.37\|114.99\|115.49\|113.12\|5995;2026-04-03\|111.18\|-2.40\|113.91\|114.47\|111.11\|4124;2026-04-07\|114.10\|2.63\|113.09\|115.87\|110.50\|8608;2026-04-08\|115.08\|0.86\|115.60\|115.90\|114.15\|8196;2026-04-09\|112.55\|-2.20\|115.08\|115.08\|111.70\|7107;2026-04-10\|115.92\|2.99\|114.00\|118.68\|112.54\|13102;2026-04-13\|115.49\|-0.37\|115.51\|116.51\|112.90\|7714;2026-04-14\|127.00\|9.97\|116.29\|127.00\|114.52\|28327;2026-04-15\|127.18\|0.14\|124.00\|130.00\|120.20\|35752;2026-04-16\|124.95\|-1.75\|127.21\|128.00\|122.81\|18061;2026-04-17\|126.52\|1.26\|124.01\|127.40\|123.50\|16775;2026-04-20\|128.26\|1.38\|127.34\|132.63\|124.36\|20924;2026-04-21\|126.97\|-1.01\|128.81\|129.58\|125.66\|11400;2026-04-22\|127.14\|0.13\|125.67\|128.48\|125.67\|8981;2026-04-23\|126.80\|-0.27\|126.56\|128.89\|125.42\|9260;2026-04-24\|133.50\|5.28\|126.11\|136.53\|126.11\|30517;2026-04-27\|127.79\|-4.28\|131.00\|132.00\|125.85\|22317;2026-04-28\|124.21\|-2.80\|127.79\|128.79\|123.68\|12886;2026-04-29\|128.40\|3.37\|124.00\|131.41\|123.88\|14617;2026-04-30\|130.81\|1.88\|128.33\|132.60\|128.33\|10222;2026-05-06\|132.46\|1.26\|131.18\|134.80\|130.85\|11119;2026-05-07\|133.87\|1.06\|132.44\|133.87\|126.70\|22636;2026-05-08\|136.29\|1.81\|132.54\|140.00\|131.15\|24114;2026-05-11\|133.88\|-1.77\|137.88\|140.73\|133.44\|21702;2026-05-12\|131.95\|-1.44\|133.18\|134.79\|129.79\|14223;2026-05-13\|130.05\|-1.44\|131.96\|132.56\|128.01\|13806;2026-05-14\|130.00\|-0.04\|130.33\|133.00\|126.28\|16162;2026-05-15\|130.48\|0.37\|128.97\|132.99\|127.12\|14295;2026-05-18\|126.50\|-3.05\|130.04\|130.90\|125.00\|16643;2026-05-19\|127.63\|0.89\|125.99\|127.89\|125.02\|10586;2026-05-20\|128.78\|0.90\|126.65\|131.18\|126.63\|12285;2026-05-21\|122.30\|-5.03\|128.60\|130.00\|122.00\|17028;2026-05-22\|124.05\|1.43\|122.31\|124.92\|120.63\|8051;2026-05-25\|124.39\|0.27\|125.00\|126.18\|122.10\|9844;2026-05-26\|118.42\|-4.80\|124.00\|124.29\|116.70\|13358;2026-05-27\|115.50\|-2.47\|118.42\|120.63\|114.20\|10731;2026-05-28\|114.21\|-1.12\|115.00\|116.48\|112.51\|7133;2026-05-29\|108.36\|-5.06\|114.74\|116.34\|107.93\|10911;2026-06-01\|108.00\|-0.33\|108.00\|109.99\|105.45\|7549;2026-06-02\|104.24\|-3.48\|108.01\|108.97\|104.17\|7842;2026-06-03\|107.44\|3.07\|104.24\|108.85\|104.24\|10081;2026-06-04\|103.20\|-3.95\|107.00\|107.00\|103.00\|9022;2026-06-05\|101.72\|-1.43\|102.62\|103.80\|100.37\|6192;2026-06-08\|97.10\|-4.54\|97.50\|100.80\|95.80\|7801;2026-06-09\|107.81\|11.03\|100.66\|109.90\|98.40\|15985;2026-06-10\|108.28\|0.44\|107.00\|111.08\|105.00\|12539;2026-06-11\|123.10\|13.69\|115.00\|129.39\|113.40\|31609;2026-06-12\|113.83\|-7.53\|119.10\|122.00\|111.00\|24345;2026-06-15\|111.62\|-1.94\|109.96\|113.00\|108.08\|13717;2026-06-16\|109.18\|-2.19\|111.46\|111.61\|107.42\|12808;2026-06-17\|105.50\|-3.37\|108.43\|108.53\|105.15\|11475;2026-06-18\|104.24\|-1.19\|104.61\|106.50\|102.80\|8389;2026-06-22\|104.10\|-0.13\|104.12\|105.81\|102.00\|8880;2026-06-23\|108.10\|3.84\|104.20\|110.88\|103.68\|13813;2026-06-24\|125.50\|16.10\|107.00\|128.09\|106.68\|38783;2026-06-25\|126.00\|0.40\|122.76\|130.82\|121.02\|34659;2026-06-26\|120.35\|-4.48\|125.29\|128.00\|116.00\|27363;2026-06-29\|120.70\|0.29\|122.65\|123.71\|116.81\|19966;2026-06-30\|132.35\|9.65\|120.81\|138.74\|120.70\|40550;2026-07-01\|145.56\|9.98\|132.03\|147.80\|129.60\|42305;2026-07-02\|137.90\|-5.26\|140.02\|146.29\|137.90\|25117;2026-07-03\|130.68\|-5.24\|137.75\|140.30\|130.00\|24286;2026-07-06\|129.60\|-0.83\|132.49\|138.08\|128.87\|21244;2026-07-07\|126.72\|-2.22\|129.61\|130.34\|122.18\|19298;2026-07-08\|128.95\|1.76\|125.09\|133.53\|125.09\|18486;2026-07-09\|130.19\|0.96\|128.58\|131.30\|127.50\|16657;2026-07-10\|124.80\|-4.14\|130.00\|132.87\|124.65\|22149
113953	长鑫存储过会	电源管理芯片+车规芯片+收购兼并行业原因：据央视财经，有数据显示，近三个月，车规级存储芯片整体价格涨幅约在180%。公司原因： 1、据2025年11月10日机构调研，公司2025年前三季度营收19.42亿元同比增长63.01%，研发费用6.79亿元，持续投入车规及AI算力电源管理芯片，应用于通讯、汽车、计算、新能源等领域。 2、据2025年年报，公司已量产满足AEC-Q100的5~100V车规DC-DC产品矩阵及多相控制器、DrMOS，并导入了知名车厂或一级供应商的供应链体系；同时推出了多款面向智能驾驶的ASIL-D PMIC。 3、据2026年5月30日公告，公司拟向参股企业高易信杰增资3000万元，深化产业协同。	公司专注于模拟集成电路的设计研发，具备包括芯片和系统设计技术、晶圆制造工艺在内的完整核心技术架构	2026-03-03\|54.21\|-7.49\|58.37\|60.20\|53.91\|139852;2026-03-04\|52.00\|-4.08\|53.80\|54.57\|51.21\|118015;2026-03-05\|54.00\|3.85\|53.01\|54.70\|52.69\|107905;2026-03-06\|53.89\|-0.20\|53.51\|54.98\|52.84\|69365;2026-03-09\|51.21\|-4.97\|50.51\|51.70\|48.88\|139798;2026-03-10\|54.94\|7.28\|52.92\|55.58\|52.10\|119881;2026-03-11\|54.82\|-0.22\|55.00\|57.15\|54.22\|109311;2026-03-12\|53.60\|-2.23\|54.01\|56.48\|52.71\|107503;2026-03-13\|50.89\|-5.06\|53.00\|53.00\|49.26\|179148;2026-03-16\|50.96\|0.14\|50.39\|51.64\|49.00\|98164;2026-03-17\|47.66\|-6.48\|51.08\|51.59\|47.36\|113226;2026-03-18\|48.73\|2.25\|48.00\|49.19\|47.36\|66956;2026-03-19\|46.21\|-5.17\|48.00\|48.50\|45.88\|89545;2026-03-20\|45.01\|-2.60\|47.00\|47.24\|44.77\|83513;2026-03-23\|43.65\|-3.02\|44.30\|45.87\|43.00\|107729;2026-03-24\|44.35\|1.60\|44.32\|44.95\|42.51\|90874;2026-03-25\|49.85\|12.40\|45.67\|51.14\|45.67\|195501;2026-03-26\|48.33\|-3.05\|49.47\|50.40\|47.92\|99605;2026-03-27\|52.46\|8.55\|47.90\|54.40\|46.80\|207227;2026-03-30\|52.90\|0.84\|52.36\|53.46\|50.48\|136245;2026-03-31\|51.30\|-3.02\|52.90\|53.75\|51.15\|111869;2026-04-01\|53.32\|3.94\|53.50\|54.38\|51.32\|129474;2026-04-02\|51.68\|-3.08\|53.03\|53.50\|50.61\|91337;2026-04-03\|51.97\|0.56\|52.04\|52.50\|50.58\|87240;2026-04-07\|55.30\|6.41\|52.06\|56.51\|52.06\|147745;2026-04-08\|61.34\|10.92\|57.01\|61.76\|56.82\|186061;2026-04-09\|63.22\|3.06\|61.70\|64.88\|60.56\|165519;2026-04-10\|64.39\|1.85\|64.90\|67.77\|63.96\|165712;2026-04-13\|63.08\|-2.03\|64.67\|67.80\|62.88\|197375;2026-04-14\|63.63\|0.87\|63.59\|65.58\|62.70\|132704;2026-04-15\|67.55\|6.16\|64.00\|70.38\|64.00\|184014;2026-04-16\|67.73\|0.27\|67.64\|68.49\|65.64\|104949;2026-04-17\|66.70\|-1.52\|67.44\|68.30\|65.70\|114817;2026-04-20\|66.32\|-0.57\|68.40\|68.40\|65.11\|112608;2026-04-21\|65.33\|-1.49\|65.90\|66.38\|64.41\|88654;2026-04-22\|69.54\|6.44\|65.30\|71.17\|64.48\|157058;2026-04-23\|71.63\|3.01\|70.24\|73.50\|68.51\|180856;2026-04-24\|83.10\|16.01\|75.00\|84.70\|70.48\|369641;2026-04-27\|84.38\|1.54\|82.41\|85.99\|79.80\|267990;2026-04-28\|80.60\|-4.48\|83.57\|85.60\|79.68\|192629;2026-04-29\|79.53\|-1.33\|80.58\|80.59\|77.10\|161947;2026-04-30\|92.88\|16.79\|79.53\|94.98\|78.80\|307769;2026-05-06\|95.99\|3.35\|94.93\|98.91\|92.02\|313397;2026-05-07\|96.45\|0.48\|95.98\|101.01\|94.56\|219372;2026-05-08\|93.77\|-2.78\|95.00\|96.00\|93.00\|140811;2026-05-11\|104.59\|11.54\|96.80\|108.97\|96.80\|263458;2026-05-12\|110.12\|5.29\|102.44\|111.88\|102.22\|213890;2026-05-13\|109.10\|-0.93\|107.10\|110.76\|104.01\|197794;2026-05-14\|103.50\|-5.13\|110.18\|111.80\|103.50\|178479;2026-05-15\|96.36\|-6.90\|105.13\|105.48\|94.72\|347019;2026-05-18\|94.83\|-1.59\|95.52\|97.77\|92.58\|197575;2026-05-19\|101.78\|7.33\|95.29\|102.42\|92.30\|245578;2026-05-20\|101.86\|0.08\|101.00\|103.14\|98.50\|166372;2026-05-21\|95.05\|-6.69\|102.00\|103.85\|94.00\|168008;2026-05-22\|96.50\|1.53\|95.99\|98.36\|93.21\|157795;2026-05-25\|103.20\|6.94\|102.00\|106.98\|98.22\|209731;2026-05-26\|99.34\|-3.74\|103.30\|104.87\|96.06\|177138;2026-05-27\|97.74\|-1.61\|102.00\|105.00\|97.27\|166895;2026-05-28\|103.50\|5.89\|96.94\|105.44\|95.16\|180231;2026-05-29\|95.66\|-7.57\|103.41\|103.47\|94.20\|246751;2026-06-01\|88.92\|-7.05\|94.96\|97.00\|88.46\|197829;2026-06-02\|98.78\|11.09\|90.50\|101.80\|90.00\|216698;2026-06-03\|98.00\|-0.79\|99.70\|103.50\|96.18\|159274;2026-06-04\|97.60\|-0.41\|99.50\|101.12\|95.56\|137262;2026-06-05\|92.39\|-5.34\|96.16\|98.00\|91.62\|138912;2026-06-08\|86.42\|-6.46\|86.10\|91.28\|84.50\|180194;2026-06-09\|103.70\|20.00\|91.98\|103.70\|91.07\|188478;2026-06-10\|109.28\|5.38\|105.00\|113.70\|105.00\|326088;2026-06-11\|124.66\|14.07\|111.72\|129.86\|111.72\|318706;2026-06-12\|117.31\|-5.90\|126.57\|127.28\|117.00\|191479;2026-06-15\|129.90\|10.73\|122.50\|132.00\|118.60\|185877;2026-06-16\|136.52\|5.10\|133.23\|139.00\|128.37\|190554;2026-06-17\|135.40\|-0.82\|133.99\|138.99\|132.16\|133877;2026-06-18\|142.93\|5.56\|138.00\|148.24\|137.83\|151653;2026-06-22\|141.12\|-1.27\|142.96\|147.00\|137.01\|151187;2026-06-23\|137.00\|-2.92\|137.51\|141.98\|134.50\|118882;2026-06-24\|143.47\|4.72\|137.50\|147.18\|135.89\|128208;2026-06-25\|146.88\|2.38\|146.00\|148.59\|141.47\|127791;2026-06-26\|146.80\|-0.05\|145.00\|153.99\|143.13\|142970;2026-06-29\|142.56\|-2.89\|145.21\|149.89\|134.12\|138128;2026-06-30\|153.50\|7.67\|141.11\|155.60\|138.14\|133990;2026-07-01\|148.54\|-3.23\|155.99\|163.50\|147.00\|118848;2026-07-02\|144.21\|-2.92\|143.00\|157.11\|140.97\|154482;2026-07-03\|156.00\|8.18\|144.21\|163.31\|139.07\|194285;2026-07-06\|168.26\|7.86\|159.11\|171.10\|154.95\|186972;2026-07-07\|162.92\|-3.17\|163.01\|168.89\|159.00\|131552;2026-07-08\|177.00\|8.64\|168.00\|185.00\|162.92\|194370;2026-07-09\|174.23\|-1.56\|177.10\|181.25\|165.93\|172310;2026-07-10\|152.65\|-12.39\|174.00\|179.47\|152.65\|17571809
113952	长鑫存储过会	半导体硅材料+太空光伏+HJT硅片行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月25日投资者关系管理信息，公司已明确全力转型半导体硅材料的核心发展战略，半导体专用硅棒产品已获客户认可，订单规模稳定增长，并已实现相关营收与利润落地，后续将快速扩产。 2、据2026年6月25日投资者关系管理信息，公司已通过送样/订单等形式，向迈为股份、东方日升、通威太阳能等知名光伏企业及部分海外客户供应太空光伏专用硅片，产品品质与实际表现得到客户高度认可。 3、据2026年4月28日年报，公司光伏主业深耕高效N型单晶硅片和异质结HJT专用硅片，已形成从拉晶、切片到HJT专业硅片的完整技术闭环，具备差异化竞争优势。	控股子公司鸿新新能源成功实现超大尺寸半导体专用硅棒产品的研发、拉制与供应，最大直径可达450mm，在半导体设备用硅部件领域取得新突破	2026-03-03\|7.55\|0.53\|7.64\|8.13\|7.51\|590405;2026-03-04\|7.40\|-1.99\|7.26\|7.60\|7.18\|407515;2026-03-05\|7.14\|-3.51\|7.60\|7.64\|7.05\|462279;2026-03-06\|7.48\|4.76\|7.08\|7.55\|7.02\|451915;2026-03-09\|7.53\|0.67\|7.50\|7.56\|7.33\|338468;2026-03-10\|7.70\|2.26\|7.48\|7.74\|7.45\|297345;2026-03-11\|7.57\|-1.69\|7.79\|7.79\|7.54\|278472;2026-03-12\|7.41\|-2.11\|7.60\|7.93\|7.40\|411585;2026-03-13\|7.72\|4.18\|7.70\|8.10\|7.46\|813780;2026-03-16\|7.49\|-2.98\|7.55\|7.76\|7.43\|452321;2026-03-17\|8.25\|10.15\|7.55\|8.89\|7.55\|1224891;2026-03-18\|7.98\|-3.27\|8.18\|8.23\|7.74\|900271;2026-03-19\|7.39\|-7.39\|7.90\|7.94\|7.39\|721635;2026-03-20\|7.49\|1.35\|7.33\|8.11\|7.29\|728301;2026-03-23\|8.99\|20.03\|7.25\|8.99\|7.25\|1850512;2026-03-24\|9.06\|0.78\|9.53\|9.95\|8.60\|1772917;2026-03-25\|8.63\|-4.75\|8.97\|9.07\|8.59\|1204710;2026-03-26\|8.16\|-5.45\|8.62\|8.93\|8.15\|1135433;2026-03-27\|8.12\|-0.49\|7.93\|8.24\|7.86\|804556;2026-03-30\|7.89\|-2.83\|7.91\|8.00\|7.47\|746148;2026-03-31\|7.50\|-4.94\|7.77\|7.98\|7.45\|623534;2026-04-01\|7.74\|3.20\|7.63\|7.81\|7.50\|581652;2026-04-02\|7.24\|-6.46\|7.60\|7.73\|7.17\|561984;2026-04-03\|6.68\|-7.73\|7.24\|7.28\|6.64\|496628;2026-04-07\|6.66\|-0.30\|6.61\|6.79\|6.55\|272689;2026-04-08\|6.96\|4.50\|6.81\|7.00\|6.75\|394995;2026-04-09\|6.67\|-4.17\|6.88\|6.88\|6.67\|312734;2026-04-10\|6.77\|1.50\|6.75\|6.84\|6.68\|263342;2026-04-13\|6.97\|2.95\|6.92\|7.09\|6.75\|463958;2026-04-14\|6.84\|-1.87\|6.92\|6.92\|6.75\|306611;2026-04-15\|6.69\|-2.19\|6.82\|6.85\|6.67\|218694;2026-04-16\|6.73\|0.60\|6.67\|6.76\|6.63\|217774;2026-04-17\|6.70\|-0.45\|6.68\|6.74\|6.56\|254023;2026-04-20\|6.84\|2.09\|6.69\|6.88\|6.65\|264969;2026-04-21\|6.78\|-0.88\|6.80\|6.95\|6.73\|196624;2026-04-22\|6.64\|-2.06\|6.73\|6.73\|6.62\|204123;2026-04-23\|6.36\|-4.22\|6.63\|6.70\|6.26\|295484;2026-04-24\|6.43\|1.10\|6.33\|6.49\|6.31\|163489;2026-04-27\|6.48\|0.78\|6.40\|6.48\|6.22\|169179;2026-04-28\|6.21\|-4.17\|6.36\|6.38\|6.12\|225362;2026-04-29\|6.40\|3.06\|6.19\|6.49\|6.14\|194858;2026-04-30\|6.44\|0.62\|6.35\|6.45\|6.33\|134127;2026-05-06\|6.56\|1.86\|6.45\|6.57\|6.41\|167417;2026-05-07\|6.89\|5.03\|6.53\|6.98\|6.52\|427387;2026-05-08\|7.32\|6.24\|6.75\|7.40\|6.68\|668008;2026-05-11\|7.34\|0.27\|7.32\|7.40\|7.23\|397044;2026-05-12\|7.12\|-3.00\|7.33\|7.44\|7.05\|294985;2026-05-13\|7.25\|1.83\|7.06\|7.32\|7.04\|275907;2026-05-14\|7.12\|-1.79\|7.28\|7.40\|7.12\|252286;2026-05-15\|6.98\|-1.97\|7.09\|7.21\|6.88\|268509;2026-05-18\|6.87\|-1.58\|6.94\|6.94\|6.77\|163844;2026-05-19\|6.86\|-0.15\|6.87\|7.01\|6.78\|168268;2026-05-20\|6.68\|-2.62\|6.81\|6.84\|6.63\|198488;2026-05-21\|6.30\|-5.69\|6.74\|6.79\|6.28\|217432;2026-05-22\|6.42\|1.90\|6.33\|6.47\|6.25\|155707;2026-05-25\|6.22\|-3.12\|6.44\|6.50\|6.18\|151360;2026-05-26\|6.14\|-1.29\|6.22\|6.40\|5.99\|252809;2026-05-27\|6.20\|0.98\|6.15\|6.48\|6.10\|294777;2026-05-28\|6.51\|5.00\|6.14\|6.55\|6.00\|315535;2026-05-29\|6.07\|-6.76\|6.48\|6.50\|6.03\|282271;2026-06-01\|6.08\|0.16\|6.10\|6.25\|6.03\|154879;2026-06-02\|5.88\|-3.29\|6.08\|6.09\|5.81\|191349;2026-06-03\|5.90\|0.34\|5.88\|5.98\|5.80\|132606;2026-06-04\|5.87\|-0.51\|5.85\|5.96\|5.74\|121296;2026-06-05\|6.15\|4.77\|5.90\|6.27\|5.85\|260447;2026-06-08\|5.72\|-6.99\|6.02\|6.05\|5.70\|209616;2026-06-09\|5.76\|0.70\|5.73\|5.89\|5.62\|149374;2026-06-10\|5.62\|-2.43\|5.70\|5.70\|5.45\|182949;2026-06-11\|6.42\|14.23\|5.72\|6.73\|5.69\|599842;2026-06-12\|6.08\|-5.30\|6.54\|6.62\|5.94\|508197;2026-06-15\|6.07\|-0.16\|5.97\|6.14\|5.88\|276107;2026-06-16\|6.14\|1.15\|6.05\|6.22\|5.81\|287987;2026-06-17\|6.01\|-2.12\|6.06\|6.15\|5.94\|211736;2026-06-18\|5.75\|-4.33\|6.00\|6.00\|5.71\|192329;2026-06-22\|5.68\|-1.22\|5.70\|5.79\|5.51\|155150;2026-06-23\|5.58\|-1.76\|5.66\|5.73\|5.56\|128824;2026-06-24\|5.60\|0.36\|5.51\|5.68\|5.40\|142458;2026-06-25\|5.66\|1.07\|5.91\|6.00\|5.58\|150042;2026-06-26\|5.87\|3.71\|5.60\|6.20\|5.53\|297333;2026-06-29\|6.08\|3.58\|5.73\|6.23\|5.65\|298686;2026-06-30\|5.84\|-3.95\|6.00\|6.06\|5.79\|228607;2026-07-01\|7.01\|20.03\|5.88\|7.01\|5.61\|988216;2026-07-02\|7.45\|6.28\|7.10\|8.14\|6.85\|1189729;2026-07-03\|7.79\|4.56\|7.44\|8.38\|7.19\|968558;2026-07-06\|7.69\|-1.28\|7.99\|8.47\|7.68\|724124;2026-07-07\|7.36\|-4.29\|7.48\|7.86\|7.21\|484527;2026-07-08\|7.05\|-4.21\|7.48\|7.53\|7.01\|325149;2026-07-09\|6.88\|-2.41\|7.16\|7.26\|6.70\|341657;2026-07-10\|6.84\|-0.58\|6.83\|7.28\|6.78\|346399
113951	长鑫存储过会	半导体掩模版+65nm工艺+定增扩产行业原因： AI算力需求扩张，受益于细分材料（如硅片、电子特气、光刻胶、高纯二氧化碳等）的涨价预期，材料板块业绩有望改善明显，部分细分领域（如硅片）呈现量价齐升态势。公司原因： 1、据2026年6月30日机构调研，公司半导体掩模版工艺能力已从130nm逐步提升至65nm，并已完成40nm工艺节点的生产设备布局；当前正全力推动珠海工厂90nm产品上量，实现65nm/55nm产品验证及小批量供货，并采取成熟制程与高端制程并行的策略。 2、据2026年4月29日公告及2026年6月30日机构调研，公司拟通过定增募资不超14.6亿元投建40nm-28nm半导体掩模版生产线，项目主体厂房已于2025年9月封顶，目前处于洁净室装修与设备选型采购阶段，环评已获批。 3、据2025年年报及2026年4月29日公告，公司是国内为数不多的独立第三方半导体掩模版厂商，长期与华虹半导体、士兰微、立昂微等国内主要晶圆厂保持合作，在特色工艺光罩领域形成较强客户黏性。	公司主营业务为半导体掩模版的研产销，是国内稀缺的独立第三方半导体掩模版厂商	2026-03-03\|43.36\|-9.52\|47.84\|48.17\|43.18\|33630;2026-03-04\|43.35\|-0.02\|43.50\|44.30\|43.08\|15764;2026-03-05\|44.18\|1.91\|44.00\|45.49\|43.98\|17060;2026-03-06\|43.96\|-0.50\|44.18\|44.26\|43.60\|10973;2026-03-09\|43.51\|-1.02\|43.00\|43.78\|42.00\|17136;2026-03-10\|44.68\|2.69\|43.90\|44.88\|43.90\|11462;2026-03-11\|44.32\|-0.81\|44.68\|45.26\|44.23\|10606;2026-03-12\|43.73\|-1.33\|44.20\|44.62\|43.29\|11523;2026-03-13\|43.25\|-1.10\|43.31\|43.95\|43.06\|6588;2026-03-16\|44.37\|2.59\|43.25\|44.50\|42.49\|11624;2026-03-17\|43.16\|-2.73\|44.37\|44.50\|43.00\|11695;2026-03-18\|43.47\|0.72\|43.18\|43.58\|42.45\|8238;2026-03-19\|42.20\|-2.92\|42.81\|42.97\|41.88\|8072;2026-03-20\|41.15\|-2.49\|42.18\|42.67\|41.15\|7157;2026-03-23\|38.80\|-5.71\|40.64\|40.65\|38.45\|13701;2026-03-24\|40.08\|3.30\|39.35\|40.70\|38.55\|12982;2026-03-25\|40.71\|1.57\|40.90\|41.46\|40.01\|9985;2026-03-26\|39.44\|-3.12\|40.63\|40.79\|39.00\|7971;2026-03-27\|39.60\|0.41\|38.90\|39.98\|38.64\|9131;2026-03-30\|39.51\|-0.23\|39.21\|39.70\|38.68\|9905;2026-03-31\|38.59\|-2.33\|40.00\|40.13\|38.56\|9731;2026-04-01\|39.23\|1.66\|39.50\|39.80\|39.00\|7757;2026-04-02\|37.62\|-4.10\|39.00\|39.50\|37.23\|8902;2026-04-03\|37.08\|-1.44\|37.79\|37.87\|36.56\|10035;2026-04-07\|37.40\|0.86\|37.08\|38.10\|37.08\|6850;2026-04-08\|39.64\|5.99\|38.55\|39.74\|38.11\|11189;2026-04-09\|39.03\|-1.54\|39.52\|39.87\|39.02\|9707;2026-04-10\|39.44\|1.05\|39.55\|39.90\|39.26\|8716;2026-04-13\|39.30\|-0.35\|39.40\|39.88\|39.00\|9718;2026-04-14\|39.96\|1.68\|39.58\|40.38\|39.58\|11738;2026-04-15\|39.45\|-1.28\|40.04\|40.38\|39.39\|9813;2026-04-16\|39.92\|1.19\|39.88\|39.95\|39.36\|7732;2026-04-17\|41.85\|4.83\|39.72\|42.20\|39.67\|21265;2026-04-20\|43.76\|4.56\|41.80\|44.62\|41.06\|32578;2026-04-21\|44.16\|0.91\|43.44\|45.47\|42.42\|25523;2026-04-22\|45.57\|3.19\|43.89\|46.60\|42.88\|35257;2026-04-23\|43.19\|-5.22\|45.20\|45.50\|43.01\|29261;2026-04-24\|43.13\|-0.14\|42.96\|43.96\|42.71\|15679;2026-04-27\|48.13\|11.59\|43.19\|49.49\|43.19\|59732;2026-04-28\|45.49\|-5.49\|47.50\|47.50\|45.22\|28654;2026-04-29\|45.28\|-0.46\|45.26\|45.87\|44.51\|18415;2026-04-30\|45.57\|0.64\|45.40\|46.20\|44.00\|21864;2026-05-06\|46.05\|1.05\|46.30\|46.90\|45.66\|30823;2026-05-07\|46.70\|1.41\|46.00\|47.13\|45.61\|23803;2026-05-08\|45.40\|-2.78\|46.05\|46.20\|44.91\|33280;2026-05-11\|46.65\|2.75\|45.60\|47.33\|45.58\|30977;2026-05-12\|47.50\|1.82\|46.52\|47.65\|45.59\|34009;2026-05-13\|47.31\|-0.40\|46.80\|47.59\|46.01\|27433;2026-05-14\|47.46\|0.32\|47.32\|48.49\|46.66\|41498;2026-05-15\|48.18\|1.52\|47.71\|49.16\|46.60\|47157;2026-05-18\|47.80\|-0.79\|47.39\|49.50\|47.11\|39477;2026-05-19\|49.30\|3.14\|47.32\|49.46\|46.75\|45888;2026-05-20\|51.62\|4.71\|48.81\|51.91\|48.66\|64227;2026-05-21\|47.51\|-7.96\|51.01\|52.00\|47.00\|56938;2026-05-22\|48.50\|2.08\|47.77\|49.48\|47.20\|39424;2026-05-25\|51.71\|6.62\|48.69\|52.30\|47.00\|65398;2026-05-26\|51.08\|-1.22\|51.50\|52.98\|49.77\|57162;2026-05-27\|48.21\|-5.62\|51.58\|52.10\|47.90\|53573;2026-05-28\|49.11\|1.87\|48.27\|49.59\|47.28\|43662;2026-05-29\|43.98\|-10.45\|48.50\|49.23\|43.78\|58789;2026-06-01\|42.15\|-4.16\|43.92\|44.99\|42.00\|32232;2026-06-02\|41.38\|-1.83\|41.83\|42.49\|40.75\|25779;2026-06-03\|41.51\|0.31\|41.40\|42.84\|40.76\|24414;2026-06-04\|42.30\|1.90\|41.00\|43.15\|40.76\|25260;2026-06-05\|42.70\|0.95\|41.50\|44.38\|40.65\|29051;2026-06-08\|39.72\|-6.98\|40.65\|42.15\|39.26\|27508;2026-06-09\|42.00\|5.74\|40.49\|42.20\|39.73\|30509;2026-06-10\|42.79\|1.88\|41.48\|43.38\|40.98\|35285;2026-06-11\|49.06\|14.65\|42.21\|51.10\|41.99\|84499;2026-06-12\|48.91\|-0.31\|49.49\|51.47\|48.39\|78436;2026-06-15\|50.63\|3.52\|48.49\|51.96\|47.11\|63986;2026-06-16\|51.47\|1.66\|50.13\|52.42\|49.70\|65791;2026-06-17\|54.28\|5.46\|50.80\|55.55\|50.01\|80403;2026-06-18\|53.02\|-2.32\|53.64\|54.14\|52.52\|60238;2026-06-22\|52.00\|-1.92\|53.02\|53.69\|50.95\|57426;2026-06-23\|52.19\|0.37\|50.96\|53.30\|50.15\|42448;2026-06-24\|53.65\|2.80\|51.41\|53.65\|50.21\|52799;2026-06-25\|52.42\|-2.29\|53.10\|53.77\|51.83\|52767;2026-06-26\|54.22\|3.43\|51.80\|55.45\|50.63\|77533;2026-06-29\|56.29\|3.82\|56.81\|57.11\|51.20\|91971;2026-06-30\|58.38\|3.71\|56.00\|59.96\|56.00\|78504;2026-07-01\|69.24\|18.60\|59.00\|70.06\|59.00\|170274;2026-07-02\|61.02\|-11.87\|65.50\|65.78\|60.80\|129239;2026-07-03\|56.11\|-8.05\|61.02\|61.72\|56.10\|83390;2026-07-06\|55.00\|-1.98\|57.00\|57.50\|53.16\|55110;2026-07-07\|55.79\|1.44\|54.03\|56.48\|53.38\|57424;2026-07-08\|59.12\|5.97\|55.24\|60.98\|51.74\|88759;2026-07-09\|60.90\|3.01\|60.00\|61.47\|58.37\|77046;2026-07-10\|57.38\|-5.78\|61.10\|62.90\|57.08\|6986085
113950	长鑫存储过会	散热铜粉+MLCC+一季度增长+央企 1、据2026年3月20日投资者关系活动记录表，公司新型散热铜粉已稳定应用于华为昇腾芯片，属于行业内首创，散热效率较传统铜粉提升10%-20%，热端收益3-5℃。 2、据2026年5月29日互动易，子公司有研纳微在高活性纳米铜粉和微细镍粉方面有深厚技术储备，公司期望2026年在电子浆料及纳米金属粉体板块订单量有较大提升，产品可用于MLCC等领域。 3、据2026年4月25日一季报，公司2026年一季度实现营收12.65亿元，同比增长59.00%；归母净利润3029.16万元，同比增长193.05%。 4、据2026年6月2日互动易，公司铜基金属粉体材料与微电子锡基焊粉材料国内市占率均居第一，控股股东为中国有研科技集团，最终控制人为国务院国资委。	1、公司新型散热铜粉已稳定应用于华为昇腾芯片，属于行业内首创，散热效率较传统铜粉提升10%-20%，热端收益3-5℃； 2、子公司有研纳微在高活性纳米铜粉和微细镍粉方面有深厚技术储备，公司期望2026年在电子浆料及纳米金属粉体板块订单量有较大提升，产品可用于MLCC等领域	2026-03-03\|63.28\|-5.03\|67.64\|67.64\|62.94\|52105;2026-03-04\|61.78\|-2.37\|62.00\|63.18\|61.38\|32694;2026-03-05\|61.54\|-0.39\|63.10\|63.58\|60.76\|26567;2026-03-06\|61.60\|0.10\|61.50\|63.00\|60.57\|25322;2026-03-09\|58.36\|-5.26\|59.50\|59.50\|54.10\|63358;2026-03-10\|60.62\|3.87\|59.39\|60.73\|59.39\|27626;2026-03-11\|60.95\|0.54\|60.71\|64.01\|60.70\|31819;2026-03-12\|60.20\|-1.23\|60.50\|61.50\|59.50\|20568;2026-03-13\|58.88\|-2.19\|59.75\|60.30\|58.76\|15322;2026-03-16\|59.06\|0.31\|58.50\|59.38\|57.22\|19312;2026-03-17\|57.38\|-2.84\|59.05\|59.85\|57.33\|15289;2026-03-18\|58.18\|1.39\|57.38\|58.35\|57.00\|14853;2026-03-19\|56.10\|-3.58\|57.31\|57.47\|55.89\|18749;2026-03-20\|55.11\|-1.76\|56.62\|57.41\|55.11\|17959;2026-03-23\|51.40\|-6.73\|53.66\|54.69\|51.00\|33062;2026-03-24\|52.80\|2.72\|52.29\|52.97\|51.39\|18013;2026-03-25\|53.60\|1.52\|53.50\|54.98\|53.50\|15748;2026-03-26\|51.97\|-3.04\|53.61\|53.93\|51.80\|18336;2026-03-27\|52.36\|0.75\|50.85\|53.37\|50.51\|27033;2026-03-30\|52.77\|0.78\|51.75\|53.49\|51.75\|26222;2026-03-31\|51.57\|-2.27\|52.50\|53.98\|51.57\|21847;2026-04-01\|52.93\|2.64\|52.90\|53.35\|52.21\|17591;2026-04-02\|51.29\|-3.10\|52.50\|52.98\|51.12\|15508;2026-04-03\|49.74\|-3.02\|51.55\|51.75\|49.74\|19690;2026-04-07\|50.50\|1.53\|50.19\|50.61\|49.45\|24868;2026-04-08\|56.05\|10.99\|52.25\|56.30\|52.25\|44129;2026-04-09\|56.06\|0.02\|55.40\|56.76\|54.75\|28053;2026-04-10\|55.72\|-0.61\|56.88\|57.50\|55.60\|21818;2026-04-13\|55.25\|-0.84\|55.38\|56.23\|54.34\|21395;2026-04-14\|56.40\|2.08\|55.75\|56.68\|55.51\|18293;2026-04-15\|56.51\|0.20\|57.85\|59.07\|56.32\|32987;2026-04-16\|56.91\|0.71\|56.51\|57.37\|56.33\|21048;2026-04-17\|58.03\|1.97\|56.72\|58.88\|56.69\|28771;2026-04-20\|59.58\|2.67\|58.00\|59.58\|57.30\|29538;2026-04-21\|58.45\|-1.90\|60.00\|60.25\|58.02\|33025;2026-04-22\|58.23\|-0.38\|57.75\|58.82\|57.50\|25580;2026-04-23\|56.87\|-2.34\|58.23\|58.78\|56.34\|25363;2026-04-24\|58.58\|3.01\|56.87\|60.18\|56.00\|39771;2026-04-27\|64.42\|9.97\|64.20\|68.29\|63.79\|96320;2026-04-28\|62.12\|-3.57\|63.61\|65.45\|61.77\|50278;2026-04-29\|64.00\|3.03\|61.95\|64.88\|61.75\|52938;2026-04-30\|66.06\|3.22\|63.49\|66.90\|62.79\|55449;2026-05-06\|69.54\|5.27\|66.99\|71.63\|66.36\|64317;2026-05-07\|72.06\|3.62\|70.00\|73.55\|67.99\|57125;2026-05-08\|77.95\|8.17\|71.31\|79.00\|70.99\|77731;2026-05-11\|81.50\|4.55\|80.75\|87.73\|80.20\|121372;2026-05-12\|82.60\|1.35\|80.20\|85.70\|80.18\|84011;2026-05-13\|86.26\|4.43\|80.90\|89.66\|80.88\|94689;2026-05-14\|82.35\|-4.53\|86.65\|87.70\|81.50\|66892;2026-05-15\|81.59\|-0.92\|82.66\|85.00\|80.40\|71556;2026-05-18\|82.33\|0.91\|80.48\|82.99\|79.50\|58973;2026-05-19\|86.77\|5.39\|81.50\|87.34\|80.81\|75845;2026-05-20\|84.76\|-2.32\|85.76\|85.76\|83.15\|47750;2026-05-21\|78.88\|-6.94\|85.30\|87.50\|78.30\|69596;2026-05-22\|85.57\|8.48\|80.35\|86.80\|79.97\|76176;2026-05-25\|89.60\|4.71\|86.65\|94.93\|84.66\|92147;2026-05-26\|88.68\|-1.03\|93.19\|93.19\|84.98\|79751;2026-05-27\|89.19\|0.58\|86.66\|94.60\|85.50\|94894;2026-05-28\|90.46\|1.42\|88.02\|92.49\|87.40\|77571;2026-05-29\|77.10\|-14.77\|90.93\|90.93\|76.49\|116675;2026-06-01\|76.02\|-1.40\|76.98\|80.50\|75.30\|77106;2026-06-02\|81.12\|6.71\|79.00\|83.98\|77.44\|75265;2026-06-03\|85.25\|5.09\|83.23\|88.96\|82.98\|78897;2026-06-04\|93.44\|9.61\|83.31\|95.26\|82.04\|90798;2026-06-05\|88.90\|-4.86\|91.00\|91.60\|87.02\|64140;2026-06-08\|95.48\|7.40\|81.01\|99.99\|81.01\|128055;2026-06-09\|96.65\|1.23\|95.96\|97.62\|92.00\|91744;2026-06-10\|115.98\|20.00\|94.50\|115.98\|93.80\|182216;2026-06-11\|137.00\|18.12\|116.71\|138.79\|110.32\|213073;2026-06-12\|132.05\|-3.61\|128.10\|142.38\|125.10\|174398;2026-06-15\|140.05\|6.06\|140.02\|146.51\|131.89\|137674;2026-06-16\|154.48\|10.30\|138.00\|161.29\|137.35\|146196;2026-06-17\|159.62\|3.33\|149.99\|164.58\|149.00\|124389;2026-06-18\|156.91\|-1.70\|157.00\|160.88\|151.67\|113062;2026-06-22\|153.89\|-1.92\|154.00\|155.20\|146.01\|125841;2026-06-23\|145.08\|-5.72\|153.80\|153.80\|142.00\|110048;2026-06-24\|144.52\|-0.39\|141.61\|144.57\|135.00\|126699;2026-06-25\|148.18\|2.70\|142.77\|154.98\|140.00\|110642;2026-06-26\|149.38\|0.81\|141.54\|151.99\|141.53\|92469;2026-06-29\|138.60\|-7.22\|147.56\|152.32\|131.63\|131372;2026-06-30\|139.60\|0.72\|135.00\|140.35\|132.80\|77086;2026-07-01\|136.51\|-2.21\|139.00\|142.66\|135.00\|73055;2026-07-02\|134.70\|-1.33\|131.19\|146.80\|127.51\|89914;2026-07-03\|125.46\|-6.86\|131.34\|135.64\|125.46\|95651;2026-07-06\|119.61\|-4.66\|120.91\|127.87\|119.51\|84842;2026-07-07\|113.00\|-5.53\|116.87\|121.00\|111.72\|73697;2026-07-08\|109.98\|-2.67\|115.14\|117.72\|109.30\|50799;2026-07-09\|112.41\|2.21\|111.78\|113.60\|104.23\|62874;2026-07-10\|109.00\|-3.03\|114.66\|118.99\|109.00\|7688834
113949	长鑫存储过会	商业航天+特种光学镜头+增持行业原因：马斯克旗下太空探索技术公司SpaceX确认，IPO发售5.556亿股股票，定价为135美元/股，筹集资金达到750亿美元，创下史上最大规模IPO集资规模。SpaceX IPO股份预计将于本周五(12日)在纳斯特市场开始交易。公司原因： 1、据2026年1月7日及2026年5月29日投资者关系活动记录表，公司箭载镜头已批量生产并持续升级，低轨卫星星敏感器可见光样机已交付，激光通讯产品实现小批量交付，持续开拓商业航天等战略新兴领域业务。 2、据2026年4月28日年报，公司是国内最重要的特种光学镜头、光电系统提供商之一，产品广泛应用于“神舟系列”、“嫦娥探月”等国家重大航天任务及高端装备，2025年定制产品营收同比增长34.93%创历史新高。 3、据2026年5月20日公告及2026年5月29日投资者关系活动记录表，控股股东中融投资基于对公司未来发展信心，于2025年11月20日至2026年5月19日累计增持公司股份，增持金额达9402万元。	1、公司超精密光学加工技术为高端装备如光刻机等领域提供高精密的光学镜头和光学系统； 2、公司是国内航天级特种光学镜头龙头，为神舟、嫦娥、天问一号等重大航天工程提供核心光学组件，批量供应长征火箭箭载镜头与低轨卫星星敏感器，绑定蓝箭航天等商业航天客户	2026-03-03\|31.70\|-5.65\|33.99\|33.99\|31.59\|48535;2026-03-04\|31.44\|-0.82\|31.49\|32.15\|31.25\|30242;2026-03-05\|32.25\|2.58\|31.91\|32.60\|31.80\|41527;2026-03-06\|31.49\|-2.36\|31.92\|32.14\|31.39\|34792;2026-03-09\|30.65\|-2.67\|30.73\|30.78\|29.20\|58681;2026-03-10\|30.89\|0.78\|30.66\|31.17\|30.51\|25353;2026-03-11\|30.65\|-0.78\|31.02\|31.68\|30.62\|31610;2026-03-12\|29.94\|-2.32\|30.82\|30.82\|29.55\|25860;2026-03-13\|29.51\|-1.44\|29.95\|30.05\|29.40\|18699;2026-03-16\|30.23\|2.44\|29.80\|30.37\|29.21\|21239;2026-03-17\|29.38\|-2.81\|30.37\|30.37\|29.30\|17445;2026-03-18\|30.02\|2.18\|29.31\|30.14\|29.22\|16747;2026-03-19\|29.25\|-2.56\|29.46\|30.15\|29.15\|26391;2026-03-20\|28.20\|-3.59\|29.33\|29.67\|28.11\|26200;2026-03-23\|26.52\|-5.96\|28.21\|28.21\|26.30\|30619;2026-03-24\|27.93\|5.32\|27.20\|28.08\|26.60\|23679;2026-03-25\|29.16\|4.40\|28.46\|29.92\|27.63\|36059;2026-03-26\|28.33\|-2.85\|29.16\|29.16\|28.08\|17769;2026-03-27\|28.38\|0.18\|28.34\|28.67\|28.00\|18861;2026-03-30\|28.65\|0.95\|28.24\|28.88\|27.90\|14154;2026-03-31\|28.01\|-2.23\|28.95\|28.95\|27.98\|19544;2026-04-01\|29.88\|6.68\|28.57\|30.27\|28.09\|39974;2026-04-02\|28.90\|-3.28\|29.55\|29.86\|28.65\|20747;2026-04-03\|30.90\|6.92\|28.96\|31.28\|28.80\|54356;2026-04-07\|30.05\|-2.75\|31.20\|31.20\|30.00\|25261;2026-04-08\|33.06\|10.02\|30.50\|33.33\|30.30\|68837;2026-04-09\|33.49\|1.30\|32.70\|34.06\|32.53\|61310;2026-04-10\|34.49\|2.99\|33.49\|35.19\|33.49\|61025;2026-04-13\|34.08\|-1.19\|33.60\|34.70\|33.39\|41677;2026-04-14\|34.13\|0.15\|34.00\|34.80\|33.71\|39773;2026-04-15\|33.82\|-0.91\|34.20\|34.86\|33.78\|39632;2026-04-16\|34.33\|1.51\|33.82\|35.08\|33.82\|42758;2026-04-17\|34.81\|1.40\|34.30\|35.35\|34.15\|42161;2026-04-20\|35.81\|2.87\|34.47\|36.77\|34.02\|83906;2026-04-21\|35.82\|0.03\|35.09\|36.36\|34.88\|57309;2026-04-22\|35.90\|0.22\|35.60\|36.00\|34.98\|39610;2026-04-23\|34.76\|-3.18\|35.66\|35.98\|34.60\|37049;2026-04-24\|33.87\|-2.56\|34.41\|35.05\|33.81\|37465;2026-04-27\|35.40\|4.52\|33.87\|35.93\|33.78\|53035;2026-04-28\|33.67\|-4.89\|35.00\|35.00\|33.33\|52756;2026-04-29\|33.19\|-1.43\|33.66\|34.48\|33.00\|43594;2026-04-30\|33.45\|0.78\|33.12\|33.62\|32.95\|34259;2026-05-06\|33.58\|0.39\|33.66\|34.63\|33.10\|43767;2026-05-07\|34.52\|2.80\|33.92\|34.78\|33.50\|52628;2026-05-08\|35.07\|1.59\|34.10\|35.34\|33.36\|41621;2026-05-11\|35.07\|0.00\|35.40\|36.10\|34.89\|58960;2026-05-12\|34.83\|-0.68\|34.98\|35.40\|33.78\|63768;2026-05-13\|34.70\|-0.37\|34.46\|34.90\|33.50\|35641;2026-05-14\|33.75\|-2.74\|34.78\|35.19\|33.30\|43078;2026-05-15\|33.65\|-0.30\|33.53\|34.36\|32.83\|47975;2026-05-18\|36.87\|9.57\|34.32\|36.93\|32.92\|104516;2026-05-19\|40.36\|9.47\|37.50\|40.99\|36.56\|143501;2026-05-20\|41.20\|2.08\|39.96\|41.48\|39.00\|99139;2026-05-21\|39.20\|-4.85\|41.32\|43.43\|39.08\|98181;2026-05-22\|46.75\|19.26\|39.80\|46.80\|39.01\|141823;2026-05-25\|46.28\|-1.01\|47.37\|47.37\|44.86\|106095;2026-05-26\|45.50\|-1.69\|45.03\|46.85\|44.19\|82760;2026-05-27\|44.17\|-2.92\|45.36\|47.71\|44.01\|73530;2026-05-28\|43.95\|-0.50\|44.50\|47.00\|43.85\|64325;2026-05-29\|37.15\|-15.47\|43.70\|43.75\|36.79\|142046;2026-06-01\|35.94\|-3.26\|37.61\|38.11\|35.85\|75319;2026-06-02\|36.23\|0.81\|36.09\|37.33\|34.51\|72220;2026-06-03\|36.51\|0.77\|36.38\|38.40\|35.71\|77980;2026-06-04\|36.38\|-0.36\|36.20\|37.17\|35.63\|51230;2026-06-05\|36.65\|0.74\|35.33\|38.20\|34.73\|60922;2026-06-08\|34.05\|-7.09\|35.00\|35.78\|33.44\|57252;2026-06-09\|34.43\|1.12\|34.39\|34.80\|33.72\|38985;2026-06-10\|33.23\|-3.49\|34.03\|34.83\|32.78\|47947;2026-06-11\|39.87\|19.98\|33.00\|39.88\|32.93\|160324;2026-06-12\|47.84\|19.99\|41.00\|47.84\|41.00\|237433;2026-06-15\|43.50\|-9.07\|45.60\|45.60\|41.30\|238256;2026-06-16\|44.41\|2.09\|43.12\|45.74\|42.60\|178156;2026-06-17\|47.88\|7.81\|44.34\|49.66\|43.50\|191257;2026-06-18\|50.47\|5.41\|47.62\|52.50\|46.99\|164986;2026-06-22\|45.50\|-9.85\|48.58\|50.47\|45.11\|169003;2026-06-23\|44.67\|-1.82\|46.41\|47.00\|44.11\|110075;2026-06-24\|45.70\|2.31\|43.98\|46.92\|43.40\|120580;2026-06-25\|46.15\|0.98\|45.25\|46.76\|43.68\|101678;2026-06-26\|44.37\|-3.86\|46.15\|46.28\|43.18\|92802;2026-06-29\|43.00\|-3.09\|43.71\|45.53\|41.41\|88503;2026-06-30\|48.63\|13.09\|42.84\|48.88\|42.00\|125413;2026-07-01\|46.66\|-4.05\|49.50\|50.19\|46.57\|95086;2026-07-02\|45.87\|-1.69\|46.70\|48.49\|44.00\|78152;2026-07-03\|43.02\|-6.21\|44.60\|45.87\|43.00\|70715;2026-07-06\|40.85\|-5.04\|42.98\|43.39\|39.60\|70369;2026-07-07\|39.32\|-3.75\|40.56\|41.12\|38.26\|47201;2026-07-08\|38.28\|-2.65\|40.11\|40.11\|36.91\|50529;2026-07-09\|40.69\|6.30\|38.53\|40.87\|37.50\|72979;2026-07-10\|40.52\|-0.42\|40.50\|42.90\|40.00\|7149343
113948	长鑫存储过会	AI芯片测试探针+HBM+券商看好 1、据东吴证券2026年6月7日研报，公司深度绑定算力头部客户，半导体测试业务正逐步成为核心成长曲线，客户资质与订单稳定性构成核心竞争壁垒，首次覆盖给予“买入”评级。 2、据2026年5月11日投资者关系活动记录表，HBM相关测试探针是公司即期重点研发市场，公司FT测试探针主要用于高频、大电流、多引脚等中高端AI芯片属性制程；同记录表显示，公司在手订单良好。 3、据2025年年度报告，公司2025年营业收入同比增长52.47%，归母净利润同比扭亏为盈，主要系AI芯片放量带动FT测试探针及MEMS精微零组件订单规模逐步增长。	A股芯片测试探针第一股	2026-03-03\|93.35\|-5.52\|98.80\|100.95\|92.59\|59049;2026-03-04\|91.41\|-2.08\|91.80\|95.00\|90.68\|34811;2026-03-05\|94.82\|3.73\|96.00\|100.50\|93.03\|70768;2026-03-06\|94.50\|-0.34\|93.16\|95.50\|91.58\|41555;2026-03-09\|88.80\|-6.03\|86.66\|89.68\|84.67\|61965;2026-03-10\|94.45\|6.36\|92.50\|95.69\|91.50\|44197;2026-03-11\|89.86\|-4.86\|94.42\|95.57\|89.23\|40982;2026-03-12\|90.09\|0.26\|89.01\|93.16\|88.03\|39488;2026-03-13\|92.50\|2.68\|89.20\|96.63\|88.30\|57923;2026-03-16\|96.70\|4.54\|91.00\|98.45\|87.01\|57296;2026-03-17\|94.60\|-2.17\|96.98\|99.13\|94.50\|47642;2026-03-18\|97.34\|2.90\|94.60\|99.00\|94.60\|51961;2026-03-19\|89.34\|-8.22\|93.00\|94.35\|88.60\|61554;2026-03-20\|88.36\|-1.10\|89.76\|91.77\|87.50\|33826;2026-03-23\|83.00\|-6.07\|85.04\|86.56\|81.20\|54255;2026-03-24\|85.71\|3.27\|84.00\|85.80\|81.12\|27849;2026-03-25\|84.70\|-1.18\|87.01\|89.17\|82.87\|51422;2026-03-26\|80.00\|-5.55\|84.00\|84.00\|79.60\|48782;2026-03-27\|83.81\|4.76\|77.00\|85.50\|77.00\|36214;2026-03-30\|82.88\|-1.11\|81.81\|84.18\|80.05\|35223;2026-03-31\|73.78\|-10.98\|83.19\|83.19\|73.00\|80988;2026-04-01\|76.70\|3.96\|77.00\|77.91\|74.56\|47646;2026-04-02\|74.05\|-3.46\|76.25\|76.67\|72.34\|39648;2026-04-03\|74.50\|0.61\|74.20\|76.00\|73.50\|33622;2026-04-07\|75.07\|0.77\|75.99\|76.65\|74.50\|22409;2026-04-08\|82.03\|9.27\|78.80\|82.09\|77.50\|43565;2026-04-09\|82.80\|0.94\|80.54\|85.85\|80.54\|52452;2026-04-10\|86.81\|4.84\|84.00\|89.88\|83.17\|66008;2026-04-13\|83.45\|-3.87\|85.00\|87.53\|83.18\|43513;2026-04-14\|85.70\|2.70\|84.90\|89.23\|83.77\|58047;2026-04-15\|86.97\|1.48\|85.59\|91.80\|85.06\|51660;2026-04-16\|85.33\|-1.89\|86.60\|88.19\|83.83\|42443;2026-04-17\|88.77\|4.03\|84.34\|89.89\|84.01\|48271;2026-04-20\|86.20\|-2.90\|88.77\|91.88\|84.68\|75128;2026-04-21\|103.44\|20.00\|85.44\|103.44\|84.80\|134017;2026-04-22\|119.26\|15.29\|103.85\|124.13\|100.88\|193362;2026-04-23\|111.04\|-6.89\|118.08\|118.97\|107.66\|103835;2026-04-24\|109.50\|-1.39\|111.12\|112.39\|106.60\|76557;2026-04-27\|115.60\|5.57\|112.04\|120.49\|112.00\|120576;2026-04-28\|119.77\|3.61\|118.10\|124.99\|117.70\|99276;2026-04-29\|123.77\|3.34\|117.69\|128.08\|117.69\|74102;2026-04-30\|121.48\|-1.85\|123.00\|126.83\|119.99\|66313;2026-05-06\|116.46\|-4.13\|125.00\|126.96\|115.80\|86224;2026-05-07\|125.66\|7.90\|117.00\|127.50\|115.65\|71808;2026-05-08\|128.30\|2.10\|122.60\|133.48\|121.99\|61668;2026-05-11\|129.76\|1.14\|129.88\|132.88\|125.14\|72525;2026-05-12\|124.89\|-3.75\|127.51\|128.89\|121.21\|70772;2026-05-13\|121.88\|-2.41\|122.00\|125.38\|118.64\|67808;2026-05-14\|119.84\|-1.67\|122.52\|125.50\|117.50\|64448;2026-05-15\|120.62\|0.65\|120.00\|122.84\|114.00\|49745;2026-05-18\|123.58\|2.45\|120.00\|125.00\|116.00\|50716;2026-05-19\|125.94\|1.91\|122.35\|126.67\|118.78\|56782;2026-05-20\|131.99\|4.80\|125.94\|132.88\|123.01\|64717;2026-05-21\|116.22\|-11.95\|131.85\|131.85\|115.20\|73509;2026-05-22\|123.00\|5.83\|118.22\|125.00\|112.98\|56679;2026-05-25\|120.36\|-2.15\|123.42\|123.88\|117.22\|52947;2026-05-26\|117.00\|-2.79\|122.50\|122.50\|113.64\|40764;2026-05-27\|106.45\|-8.95\|120.00\|120.00\|105.08\|74624;2026-05-28\|123.56\|16.07\|107.00\|125.56\|102.20\|94591;2026-05-29\|117.20\|-5.15\|122.88\|123.92\|114.00\|60443;2026-06-01\|109.07\|-6.94\|115.90\|118.00\|108.00\|50105;2026-06-02\|112.58\|3.22\|111.25\|115.67\|108.77\|34939;2026-06-03\|129.70\|15.21\|113.01\|135.10\|113.01\|107454;2026-06-04\|124.00\|-4.39\|123.28\|128.76\|122.40\|69813;2026-06-05\|120.18\|-3.08\|123.51\|126.69\|119.68\|50194;2026-06-08\|114.59\|-4.65\|109.10\|120.66\|109.10\|47964;2026-06-09\|114.37\|-0.19\|117.00\|118.50\|113.00\|42963;2026-06-10\|111.00\|-2.95\|113.12\|117.50\|108.20\|50226;2026-06-11\|133.20\|20.00\|110.09\|133.20\|110.09\|104162;2026-06-12\|128.80\|-3.30\|140.00\|142.30\|127.71\|92677;2026-06-15\|130.80\|1.55\|128.00\|132.51\|123.67\|84678;2026-06-16\|132.87\|1.58\|130.36\|136.00\|126.89\|83232;2026-06-17\|152.15\|14.51\|133.13\|156.68\|129.04\|97382;2026-06-18\|158.20\|3.98\|146.00\|160.50\|144.00\|81282;2026-06-22\|148.10\|-6.38\|155.10\|157.00\|140.01\|75381;2026-06-23\|146.42\|-1.13\|142.90\|147.96\|139.00\|40723;2026-06-24\|150.68\|2.91\|143.50\|155.00\|142.84\|51793;2026-06-25\|158.38\|5.11\|154.50\|164.89\|149.00\|53519;2026-06-26\|148.20\|-6.43\|155.39\|163.87\|144.00\|51755;2026-06-29\|146.48\|-1.16\|142.00\|153.99\|135.33\|55759;2026-06-30\|158.98\|8.53\|146.68\|159.99\|140.68\|60174;2026-07-01\|158.10\|-0.55\|163.38\|169.80\|155.00\|56354;2026-07-02\|156.51\|-1.01\|149.06\|169.48\|143.00\|63454;2026-07-03\|174.37\|11.41\|153.73\|177.00\|153.50\|72724;2026-07-06\|152.07\|-12.79\|175.37\|175.92\|145.73\|73649;2026-07-07\|139.00\|-8.59\|145.80\|155.30\|139.00\|53652;2026-07-08\|143.17\|3.00\|139.16\|149.19\|133.58\|48684;2026-07-09\|154.44\|7.87\|143.17\|156.48\|141.00\|41709;2026-07-10\|140.38\|-9.10\|156.00\|159.80\|140.24\|3961536
113947	长鑫存储过会	半导体靶材+股东户数下降+一季报扭亏行业原因：英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年6月11日互动易，公司产品可应用于共封装光学、光通讯领域及玻璃基板。 2、据2026年6月11日互动易，公司截止2026年5月29日股东户数为28384户，较上期减少9298户，环比下降24.67%。 3、据2025年年度报告，公司多款金属及合金靶材已导入国内外头部晶圆制造及存储芯片客户并获得正式订单，产品覆盖逻辑芯片、存储芯片等四大关键领域。 4、据2026年4月28日公告，公司2026年一季度实现归母净利润1752.77万元，同比扭亏为盈。	公司掌握PVD镀膜材料关键技术，产品覆盖溅射靶材、蒸镀材料，可广泛用于半导体、光伏、光学光通信等领域，钙钛矿光伏电池空穴传输层用氧化镍靶材开发处于小批量测试阶段	2026-03-03\|41.75\|-5.14\|44.02\|46.20\|41.21\|145459;2026-03-04\|40.93\|-1.96\|40.84\|42.22\|40.50\|97183;2026-03-05\|40.31\|-1.51\|41.90\|42.22\|39.68\|123318;2026-03-06\|39.30\|-2.51\|40.00\|40.50\|39.18\|89104;2026-03-09\|38.34\|-2.44\|38.00\|38.48\|36.52\|91560;2026-03-10\|39.22\|2.30\|39.51\|39.51\|38.71\|75617;2026-03-11\|38.31\|-2.32\|38.98\|40.18\|38.20\|80029;2026-03-12\|37.73\|-1.51\|38.10\|38.78\|37.00\|70771;2026-03-13\|37.13\|-1.59\|37.21\|38.48\|37.00\|61700;2026-03-16\|37.64\|1.37\|37.00\|37.65\|36.52\|60878;2026-03-17\|35.56\|-5.53\|37.80\|37.98\|35.55\|71938;2026-03-18\|36.33\|2.17\|35.86\|36.43\|35.40\|46152;2026-03-19\|34.85\|-4.07\|35.60\|35.93\|34.66\|55231;2026-03-20\|33.57\|-3.67\|35.16\|35.37\|33.55\|53294;2026-03-23\|31.36\|-6.58\|32.56\|33.30\|31.03\|64116;2026-03-24\|32.29\|2.97\|32.00\|32.39\|30.99\|51613;2026-03-25\|32.77\|1.49\|32.43\|33.49\|32.40\|69319;2026-03-26\|31.36\|-4.30\|32.42\|32.57\|31.12\|57967;2026-03-27\|32.67\|4.18\|30.78\|33.08\|30.55\|72207;2026-03-30\|32.42\|-0.77\|32.01\|32.47\|31.73\|39556;2026-03-31\|31.38\|-3.21\|32.42\|32.46\|31.32\|39959;2026-04-01\|32.40\|3.25\|32.25\|32.54\|31.83\|45793;2026-04-02\|31.87\|-1.64\|32.29\|33.81\|31.53\|66439;2026-04-03\|33.62\|5.49\|32.51\|34.96\|31.68\|159604;2026-04-07\|33.35\|-0.80\|33.62\|34.11\|33.00\|96354;2026-04-08\|35.54\|6.57\|33.85\|35.68\|33.75\|139859;2026-04-09\|37.18\|4.61\|34.55\|38.45\|34.50\|192648;2026-04-10\|37.84\|1.78\|37.35\|40.00\|37.35\|209176;2026-04-13\|37.16\|-1.80\|37.66\|38.74\|37.11\|129591;2026-04-14\|37.78\|1.67\|37.40\|38.17\|37.16\|91729;2026-04-15\|36.52\|-3.34\|37.79\|37.86\|36.40\|84481;2026-04-16\|36.60\|0.22\|36.52\|37.05\|36.37\|53883;2026-04-17\|37.71\|3.03\|36.50\|39.15\|36.21\|125315;2026-04-20\|37.90\|0.50\|37.15\|38.58\|37.11\|94226;2026-04-21\|39.78\|4.96\|37.57\|40.95\|37.15\|167995;2026-04-22\|39.86\|0.20\|39.55\|40.56\|38.90\|137804;2026-04-23\|38.33\|-3.84\|39.64\|39.96\|37.88\|110869;2026-04-24\|38.15\|-0.47\|37.90\|39.50\|37.84\|72392;2026-04-27\|40.39\|5.87\|39.50\|40.99\|39.32\|200839;2026-04-28\|41.62\|3.05\|40.38\|42.02\|39.95\|240366;2026-04-29\|40.90\|-1.73\|39.90\|41.25\|39.80\|144178;2026-04-30\|42.50\|3.91\|40.71\|43.00\|40.16\|194258;2026-05-06\|46.30\|8.94\|43.43\|48.88\|42.60\|296853;2026-05-07\|50.06\|8.12\|46.31\|51.31\|45.67\|299131;2026-05-08\|48.53\|-3.06\|48.95\|51.40\|48.09\|245802;2026-05-11\|48.91\|0.78\|48.05\|50.66\|47.15\|226949;2026-05-12\|48.01\|-1.84\|48.43\|48.89\|47.08\|164949;2026-05-13\|50.76\|5.73\|46.50\|51.30\|46.01\|195565;2026-05-14\|50.20\|-1.10\|50.50\|52.66\|49.57\|191501;2026-05-15\|50.62\|0.84\|50.01\|52.33\|49.70\|181288;2026-05-18\|50.05\|-1.13\|49.40\|51.38\|48.61\|131210;2026-05-19\|53.02\|5.93\|49.82\|53.90\|49.53\|204475;2026-05-20\|54.03\|1.90\|52.07\|55.34\|51.60\|225414;2026-05-21\|49.98\|-7.50\|53.38\|55.99\|49.83\|247116;2026-05-22\|51.21\|2.46\|50.32\|51.78\|50.00\|165846;2026-05-25\|50.48\|-1.43\|50.78\|51.90\|49.35\|148223;2026-05-26\|49.29\|-2.36\|50.00\|51.30\|48.01\|120446;2026-05-27\|47.87\|-2.88\|49.31\|50.74\|47.50\|105130;2026-05-28\|54.01\|12.83\|47.49\|55.00\|47.36\|214631;2026-05-29\|48.90\|-9.46\|54.09\|54.72\|48.00\|177706;2026-06-01\|48.18\|-1.47\|48.99\|51.45\|48.01\|120849;2026-06-02\|51.31\|6.50\|47.33\|52.91\|47.20\|159725;2026-06-03\|51.13\|-0.35\|51.27\|53.16\|50.05\|156964;2026-06-04\|52.74\|3.15\|50.31\|53.15\|49.60\|160319;2026-06-05\|51.52\|-2.31\|51.85\|53.65\|50.11\|159542;2026-06-08\|48.81\|-5.26\|47.00\|51.37\|46.50\|127932;2026-06-09\|53.00\|8.58\|49.32\|53.00\|48.98\|160842;2026-06-10\|56.57\|6.74\|53.26\|58.00\|52.68\|290459;2026-06-11\|67.88\|19.99\|55.60\|67.88\|55.60\|352571;2026-06-12\|71.85\|5.85\|72.42\|78.50\|68.99\|441865;2026-06-15\|76.10\|5.92\|72.39\|79.00\|67.01\|416492;2026-06-16\|80.70\|6.04\|72.00\|84.13\|70.50\|390117;2026-06-17\|76.87\|-4.75\|75.75\|80.50\|75.01\|296788;2026-06-18\|75.01\|-2.42\|74.00\|78.96\|72.12\|260447;2026-06-22\|75.91\|1.20\|76.57\|78.76\|72.11\|289624;2026-06-23\|71.49\|-5.82\|73.00\|75.53\|70.19\|200300;2026-06-24\|72.74\|1.75\|70.00\|73.64\|67.31\|238123;2026-06-25\|78.10\|7.37\|72.98\|78.47\|69.58\|316177;2026-06-26\|77.17\|-1.19\|75.33\|83.66\|74.61\|305033;2026-06-29\|91.88\|19.06\|76.80\|91.91\|74.95\|342194;2026-06-30\|86.35\|-6.02\|85.38\|91.07\|79.06\|309727;2026-07-01\|88.46\|2.44\|86.20\|93.90\|84.00\|282706;2026-07-02\|77.13\|-12.81\|80.00\|82.98\|72.72\|218798;2026-07-03\|72.37\|-6.17\|77.55\|78.20\|71.21\|199921;2026-07-06\|69.43\|-4.06\|73.52\|74.10\|66.40\|190638;2026-07-07\|69.03\|-0.58\|68.01\|71.24\|67.20\|145822;2026-07-08\|68.10\|-1.35\|69.00\|70.47\|63.00\|172773;2026-07-09\|73.15\|7.42\|69.51\|73.88\|66.80\|216683;2026-07-10\|65.08\|-11.03\|73.98\|75.66\|65.00\|227624
113946	长鑫存储过会	半导体封装设备+存储芯片+出口龙头行业原因： 5月17日，长鑫科技更新科创板IPO招股说明书，恢复上市审核进程。长鑫科技预计，2026年上半年，公司营业收入将达到1100亿至1200亿元，同比增长612.53%至677.31%；归母净利润500亿至570亿元，同比大幅增长2244.03%至2544.19%。公司原因： 1、据2026年3月21日年报，公司大尺寸晶圆级封装装备可用于AI芯片、Chiplet及HBM等先进封装，正推进国产化。 2、据2026年4月8日机构调研，公司半导体封装设备已供货通富微电、长电科技、华天科技，并获东南亚安世、英飞凌等海外订单，2026年海外销售将显著提升。 3、据2025年度报告，公司塑料挤出成型装备出口欧美等40多国，出口规模连续多年居国内首位，国外营收占比56.56%。	公司生产的半导体全自动封装设备已成功应用QFN和DFN等先进封装	2026-03-03\|44.81\|-10.97\|50.49\|50.98\|44.42\|37203;2026-03-04\|46.11\|2.90\|44.80\|47.31\|44.14\|27094;2026-03-05\|46.79\|1.47\|47.99\|48.16\|46.00\|19026;2026-03-06\|47.65\|1.84\|46.79\|48.30\|46.65\|16084;2026-03-09\|47.38\|-0.57\|45.82\|47.71\|44.67\|18585;2026-03-10\|48.81\|3.02\|49.41\|50.35\|48.00\|15177;2026-03-11\|47.40\|-2.89\|48.05\|49.25\|47.39\|15694;2026-03-12\|47.03\|-0.78\|47.50\|48.88\|46.72\|15786;2026-03-13\|47.10\|0.15\|47.39\|48.83\|46.75\|17479;2026-03-16\|46.68\|-0.89\|47.00\|47.70\|44.74\|22780;2026-03-17\|45.23\|-3.11\|46.80\|47.58\|45.10\|19693;2026-03-18\|47.69\|5.44\|45.30\|47.69\|45.00\|20336;2026-03-19\|46.27\|-2.98\|46.23\|47.60\|45.90\|14508;2026-03-20\|44.80\|-3.18\|46.97\|47.80\|44.80\|14358;2026-03-23\|39.69\|-11.41\|43.99\|44.63\|39.08\|31331;2026-03-24\|42.86\|7.99\|40.48\|42.86\|40.08\|24542;2026-03-25\|42.60\|-0.61\|42.60\|43.60\|41.89\|17945;2026-03-26\|41.63\|-2.28\|42.38\|42.87\|41.54\|14279;2026-03-27\|42.61\|2.35\|41.00\|43.18\|40.52\|12347;2026-03-30\|42.78\|0.40\|42.42\|43.24\|41.69\|13714;2026-03-31\|40.86\|-4.49\|41.90\|43.53\|40.80\|13059;2026-04-01\|42.38\|3.72\|41.83\|43.09\|41.83\|17781;2026-04-02\|41.21\|-2.76\|42.24\|42.63\|40.71\|12134;2026-04-03\|43.00\|4.34\|41.23\|44.62\|41.23\|26838;2026-04-07\|46.13\|7.28\|43.86\|48.17\|42.78\|42462;2026-04-08\|49.99\|8.37\|46.81\|50.19\|46.00\|58166;2026-04-09\|49.46\|-1.06\|48.50\|52.98\|48.38\|63244;2026-04-10\|49.99\|1.07\|49.53\|50.80\|48.70\|32707;2026-04-13\|48.40\|-3.18\|48.50\|50.26\|47.80\|28645;2026-04-14\|47.83\|-1.18\|48.50\|49.88\|47.30\|35379;2026-04-15\|48.50\|1.40\|47.83\|49.88\|47.36\|27957;2026-04-16\|48.91\|0.85\|48.48\|49.00\|47.48\|22899;2026-04-17\|49.30\|0.80\|48.50\|50.47\|48.00\|18627;2026-04-20\|48.21\|-2.21\|49.01\|49.21\|47.32\|19227;2026-04-21\|48.07\|-0.29\|47.95\|49.00\|47.19\|15530;2026-04-22\|48.57\|1.04\|48.35\|49.84\|48.13\|24817;2026-04-23\|46.93\|-3.38\|48.63\|49.39\|45.88\|26111;2026-04-24\|46.84\|-0.19\|46.83\|47.76\|45.88\|20671;2026-04-27\|44.50\|-5.00\|44.05\|45.39\|42.66\|41737;2026-04-28\|42.52\|-4.45\|44.25\|44.70\|42.12\|33472;2026-04-29\|41.17\|-3.17\|41.46\|42.28\|41.00\|24738;2026-04-30\|42.10\|2.26\|40.98\|42.63\|40.88\|19816;2026-05-06\|42.50\|0.95\|43.28\|44.14\|42.41\|22751;2026-05-07\|44.11\|3.79\|43.00\|44.19\|42.00\|21496;2026-05-08\|43.33\|-1.77\|44.14\|44.14\|42.55\|18553;2026-05-11\|47.31\|9.19\|44.41\|49.80\|43.60\|55982;2026-05-12\|46.36\|-2.01\|47.00\|47.95\|46.29\|45631;2026-05-13\|47.20\|1.81\|45.69\|47.92\|45.01\|37841;2026-05-14\|44.55\|-5.61\|47.87\|47.88\|44.55\|38955;2026-05-15\|45.44\|2.00\|44.54\|47.99\|43.23\|47576;2026-05-18\|45.95\|1.12\|44.97\|47.37\|44.97\|35897;2026-05-19\|55.14\|20.00\|45.51\|55.14\|44.92\|80675;2026-05-20\|57.53\|4.33\|57.94\|58.60\|53.00\|108351;2026-05-21\|54.40\|-5.44\|57.55\|61.55\|54.37\|92862;2026-05-22\|60.44\|11.10\|54.00\|61.33\|54.00\|80201;2026-05-25\|63.81\|5.58\|63.00\|70.00\|58.60\|84313;2026-05-26\|60.50\|-5.19\|63.00\|65.34\|56.00\|82787;2026-05-27\|56.00\|-7.44\|58.88\|59.00\|54.68\|59482;2026-05-28\|58.66\|4.75\|54.22\|58.66\|53.14\|48359;2026-05-29\|52.56\|-10.40\|58.08\|58.21\|51.00\|44327;2026-06-01\|48.32\|-8.07\|53.00\|53.00\|48.14\|36229;2026-06-02\|47.99\|-0.68\|49.00\|49.88\|46.66\|29139;2026-06-03\|48.92\|1.94\|48.07\|50.70\|47.50\|37975;2026-06-04\|48.42\|-1.02\|47.98\|49.15\|47.00\|31746;2026-06-05\|46.80\|-3.35\|47.10\|48.27\|45.68\|28706;2026-06-08\|43.39\|-7.29\|44.80\|46.00\|42.73\|31383;2026-06-09\|45.41\|5.63\|43.75\|45.66\|43.01\|25296;2026-06-10\|45.90\|1.08\|45.84\|46.13\|43.95\|26412;2026-06-11\|55.08\|20.00\|46.03\|55.08\|45.51\|56970;2026-06-12\|57.80\|4.94\|60.00\|64.00\|55.76\|115947;2026-06-15\|62.00\|7.27\|60.08\|63.48\|59.00\|79706;2026-06-16\|65.81\|6.15\|61.70\|66.58\|61.08\|80322;2026-06-17\|67.60\|2.72\|64.05\|69.37\|63.58\|63427;2026-06-18\|69.25\|2.44\|68.11\|70.69\|65.80\|57047;2026-06-22\|71.49\|3.23\|67.93\|73.50\|65.60\|68003;2026-06-23\|72.50\|1.41\|71.00\|78.00\|68.13\|60374;2026-06-24\|74.69\|3.02\|70.33\|75.18\|69.01\|60361;2026-06-25\|72.46\|-2.99\|74.71\|79.00\|72.38\|57711;2026-06-26\|71.30\|-1.60\|72.08\|74.00\|70.20\|49103;2026-06-29\|76.34\|7.07\|71.64\|82.86\|71.64\|80610;2026-06-30\|78.65\|3.03\|76.00\|82.59\|74.01\|64149;2026-07-01\|75.05\|-4.58\|78.84\|83.83\|74.66\|66805;2026-07-02\|67.00\|-10.73\|70.05\|73.67\|66.01\|65754;2026-07-03\|64.11\|-4.31\|66.14\|68.00\|64.01\|49367;2026-07-06\|64.08\|-0.05\|64.88\|67.98\|58.22\|63398;2026-07-07\|68.20\|6.43\|63.47\|69.75\|62.00\|70261;2026-07-08\|69.72\|2.23\|66.66\|71.69\|61.20\|64370;2026-07-09\|75.20\|7.86\|69.88\|75.91\|68.96\|78621;2026-07-10\|68.38\|-9.07\|73.89\|76.68\|68.38\|6625707
113945	长鑫存储过会	存储芯片封测+SK海力士+无锡国资+一季报增长行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月5日互动易，子公司海太半导体与SK海力士签订第四期后工序服务合同，以“全部成本+约定收益”模式提供后工序服务至2030年6月30日；据2025年年报，海太半导体具备10纳米级晶圆封装国际先进水平，太极半导体实现1β DRAM和300+层NAND闪存封测量产。 2、据2025年年报及公司公告，公司最终控制人为无锡市人民政府国有资产监督管理委员会，属于国有企业。 3、据2026年一季报，公司实现归母净利润1.29亿元，同比增长9.48%。	DRAM封装龙头；子公司海太半导体的封测业务主要是为SK海力士的DRAM产品提供后工序服务，对12英寸1Z纳米级晶圆进行集成电路封装，海太半导体由公司和SK海力士共同投资组建，公司持有海太半导体55%股权，SK海力士持有海太半导体45%股权	2026-03-03\|9.78\|-8.60\|10.68\|10.82\|9.73\|1811220;2026-03-04\|9.92\|1.43\|9.46\|10.28\|9.45\|1408020;2026-03-05\|10.32\|4.03\|10.40\|10.80\|10.25\|1676838;2026-03-06\|10.18\|-1.36\|10.18\|10.55\|10.15\|1441322;2026-03-09\|9.92\|-2.55\|9.78\|9.98\|9.36\|1448844;2026-03-10\|10.71\|7.96\|10.19\|10.90\|10.16\|2303088;2026-03-11\|10.61\|-0.93\|10.57\|10.91\|10.57\|1538403;2026-03-12\|10.36\|-2.36\|10.60\|10.73\|10.22\|1119853;2026-03-13\|10.24\|-1.16\|10.22\|10.68\|10.01\|1483795;2026-03-16\|11.26\|9.96\|10.27\|11.26\|10.27\|2210504;2026-03-17\|11.59\|2.93\|11.50\|11.81\|11.22\|3766113;2026-03-18\|11.66\|0.60\|11.70\|12.12\|11.26\|3005384;2026-03-19\|11.23\|-3.69\|11.16\|11.64\|11.01\|2194758;2026-03-20\|10.68\|-4.90\|11.41\|11.44\|10.66\|2020183;2026-03-23\|9.97\|-6.65\|10.10\|10.51\|9.86\|1741480;2026-03-24\|10.24\|2.71\|10.18\|10.26\|9.36\|2171084;2026-03-25\|10.48\|2.34\|10.25\|10.87\|10.25\|2147865;2026-03-26\|9.77\|-6.77\|10.29\|10.44\|9.75\|1822469;2026-03-27\|9.81\|0.41\|9.39\|10.04\|9.15\|1768960;2026-03-30\|9.72\|-0.92\|9.55\|9.85\|9.32\|1189664;2026-03-31\|8.94\|-8.02\|9.56\|9.63\|8.92\|1999058;2026-04-01\|9.17\|2.57\|9.30\|9.44\|9.10\|1516227;2026-04-02\|8.80\|-4.03\|9.31\|9.35\|8.75\|1236437;2026-04-03\|8.56\|-2.73\|8.89\|8.91\|8.52\|873485;2026-04-07\|8.81\|2.92\|8.70\|8.95\|8.68\|1064922;2026-04-08\|9.49\|7.72\|9.17\|9.49\|9.10\|1415810;2026-04-09\|9.63\|1.48\|9.30\|9.80\|9.25\|1410977;2026-04-10\|9.52\|-1.14\|9.80\|9.93\|9.50\|1160356;2026-04-13\|9.61\|0.95\|9.39\|9.67\|9.39\|835814;2026-04-14\|10.19\|6.04\|9.82\|10.57\|9.80\|2742988;2026-04-15\|9.85\|-3.34\|10.21\|10.34\|9.81\|1714603;2026-04-16\|9.98\|1.32\|9.79\|10.08\|9.66\|1187480;2026-04-17\|9.95\|-0.30\|9.91\|10.05\|9.85\|920639;2026-04-20\|10.02\|0.70\|9.93\|10.23\|9.93\|1086629;2026-04-21\|9.99\|-0.30\|10.04\|10.14\|9.79\|873003;2026-04-22\|10.24\|2.50\|9.92\|10.25\|9.90\|1198887;2026-04-23\|9.90\|-3.32\|10.45\|10.48\|9.75\|1342672;2026-04-24\|9.71\|-1.92\|9.65\|9.94\|9.51\|1119914;2026-04-27\|9.88\|1.75\|9.82\|10.00\|9.70\|1114373;2026-04-28\|9.51\|-3.74\|9.84\|9.85\|9.44\|1038882;2026-04-29\|9.63\|1.26\|9.40\|9.67\|9.35\|847847;2026-04-30\|9.59\|-0.42\|9.69\|9.79\|9.51\|824377;2026-05-06\|10.16\|5.94\|10.15\|10.48\|10.12\|1978135;2026-05-07\|10.84\|6.69\|10.36\|10.97\|10.31\|2078199;2026-05-08\|10.71\|-1.20\|10.69\|10.85\|10.60\|1308226;2026-05-11\|11.15\|4.11\|11.10\|11.29\|10.93\|1917231;2026-05-12\|12.27\|10.04\|11.21\|12.27\|11.06\|3267916;2026-05-13\|13.26\|8.07\|11.83\|13.46\|11.72\|4043357;2026-05-14\|12.66\|-4.52\|13.26\|13.63\|12.66\|3008822;2026-05-15\|12.35\|-2.45\|12.66\|13.06\|12.19\|2458061;2026-05-18\|13.09\|5.99\|12.91\|13.59\|12.69\|3165496;2026-05-19\|13.10\|0.08\|12.88\|13.11\|12.42\|2392749;2026-05-20\|13.69\|4.50\|13.05\|13.92\|12.85\|3247346;2026-05-21\|12.42\|-9.28\|13.75\|13.93\|12.36\|3238550;2026-05-22\|12.61\|1.53\|12.63\|12.85\|12.14\|2275339;2026-05-25\|13.34\|5.79\|12.75\|13.35\|12.36\|2411411;2026-05-26\|13.27\|-0.52\|13.45\|13.75\|12.78\|2418285;2026-05-27\|13.92\|4.90\|14.05\|14.60\|13.58\|4288901;2026-05-28\|13.63\|-2.08\|13.77\|13.92\|13.13\|2929421;2026-05-29\|12.86\|-5.65\|13.73\|14.30\|12.67\|2943956;2026-06-01\|13.58\|5.60\|12.99\|14.15\|12.99\|3780865;2026-06-02\|14.94\|10.01\|13.63\|14.94\|13.49\|3908635;2026-06-03\|14.87\|-0.47\|15.00\|15.60\|14.64\|3718680;2026-06-04\|16.36\|10.02\|14.60\|16.36\|14.60\|1933063;2026-06-05\|16.15\|-1.28\|16.30\|17.18\|15.97\|4285252;2026-06-08\|14.94\|-7.49\|15.33\|16.34\|14.71\|3029443;2026-06-09\|15.61\|4.48\|15.50\|15.81\|14.73\|2834973;2026-06-10\|15.92\|1.99\|15.01\|16.64\|14.38\|3421558;2026-06-11\|17.51\|9.99\|15.38\|17.51\|15.33\|3391858;2026-06-12\|16.42\|-6.22\|18.70\|18.86\|16.40\|4175395;2026-06-15\|17.33\|5.54\|16.89\|17.46\|16.42\|3014435;2026-06-16\|17.99\|3.81\|17.59\|18.19\|17.20\|3518642;2026-06-17\|19.02\|5.73\|17.54\|19.54\|17.53\|3411338;2026-06-18\|20.92\|9.99\|19.03\|20.92\|18.76\|3695765;2026-06-22\|22.57\|7.89\|21.93\|22.95\|21.42\|4157658;2026-06-23\|20.92\|-7.31\|22.57\|22.57\|20.76\|3056657;2026-06-24\|23.01\|9.99\|20.49\|23.01\|20.49\|2126032;2026-06-25\|25.31\|10.00\|25.31\|25.31\|25.31\|152541;2026-06-26\|26.88\|6.20\|26.29\|27.84\|26.20\|5279278;2026-06-29\|29.00\|7.89\|27.84\|29.50\|25.98\|5127178;2026-06-30\|29.18\|0.83\|27.96\|29.70\|26.50\|3989956;2026-07-01\|32.10\|10.01\|28.86\|32.10\|28.86\|4150707;2026-07-02\|28.89\|-10.00\|29.62\|31.05\|28.89\|3922999;2026-07-03\|29.96\|3.70\|28.31\|31.00\|27.18\|4078632;2026-07-06\|27.41\|-8.51\|30.30\|31.18\|26.96\|3826444;2026-07-07\|26.32\|-3.98\|26.18\|27.56\|24.88\|3361523;2026-07-08\|23.88\|-9.27\|26.53\|27.11\|23.87\|3255178;2026-07-09\|26.27\|10.01\|24.95\|26.27\|24.50\|3414727;2026-07-10\|25.26\|-3.84\|26.82\|27.95\|25.24\|4329362
113944	长鑫存储过会	涨停揭秘：大股东长江产业集团持续赋能，子公司万润半导体聚焦存储器研发，受益于全球存储龙头股价创新高及国产替代提速；涨停缘由：公司原因： 1、实际控制人长江产业投资集团为湖北省属国资平台，具备资源整合与政策支持优势； 2、万润半导体专注NAND/NOR闪存设计与封测，部分产品已导入信创终端供应链； 3、全球存储价格企稳回升，行业库存去化接近尾声，周期拐点预期强化；资金逻辑：深股通持股量近5日环比增12.7%，融资余额单周增长9.3%，显示内外资同步加仓存储主线；风险提示：存储业务尚处产业化初期，营收占比偏低，短期盈利贡献有限，需关注后续客户认证及订单落地进度	公司大股东为长江产业投资集团有限公司，子公司万润半导体主要从事存储器	2026-03-03\|13.38\|-8.73\|14.69\|14.74\|13.32\|604882;2026-03-04\|13.44\|0.45\|13.36\|13.90\|13.30\|348121;2026-03-05\|14.02\|4.32\|13.82\|14.28\|13.82\|468029;2026-03-06\|14.76\|5.28\|13.93\|15.30\|13.80\|704129;2026-03-09\|14.73\|-0.20\|14.29\|14.79\|14.10\|490063;2026-03-10\|15.18\|3.06\|14.95\|15.35\|14.83\|436283;2026-03-11\|16.06\|5.80\|15.12\|16.70\|15.10\|1473244;2026-03-12\|15.91\|-0.93\|16.10\|16.48\|15.83\|842461;2026-03-13\|15.44\|-2.95\|15.92\|16.03\|15.41\|501445;2026-03-16\|16.09\|4.21\|15.41\|16.35\|15.39\|655926;2026-03-17\|15.53\|-3.48\|16.11\|16.21\|15.50\|433401;2026-03-18\|16.58\|6.76\|15.79\|16.71\|15.75\|874968;2026-03-19\|15.84\|-4.46\|16.06\|16.16\|15.74\|593336;2026-03-20\|14.94\|-5.68\|15.92\|16.01\|14.89\|578781;2026-03-23\|13.69\|-8.37\|14.51\|14.78\|13.54\|600764;2026-03-24\|14.85\|8.47\|14.00\|15.06\|13.06\|1037256;2026-03-25\|14.85\|0.00\|15.10\|15.35\|14.65\|728356;2026-03-26\|14.30\|-3.70\|14.66\|14.72\|14.24\|428819;2026-03-27\|14.45\|1.05\|13.92\|14.72\|13.68\|527137;2026-03-30\|14.37\|-0.55\|14.01\|14.55\|13.97\|327156;2026-03-31\|13.47\|-6.26\|14.36\|14.36\|13.39\|633411;2026-04-01\|13.71\|1.78\|14.03\|14.20\|13.58\|420833;2026-04-02\|12.95\|-5.54\|13.87\|13.87\|12.88\|493638;2026-04-03\|12.42\|-4.09\|13.10\|13.17\|12.41\|366308;2026-04-07\|12.90\|3.86\|12.61\|12.99\|12.53\|340685;2026-04-08\|13.66\|5.89\|13.31\|13.69\|13.20\|440601;2026-04-09\|13.92\|1.90\|13.41\|14.16\|13.40\|513645;2026-04-10\|14.05\|0.93\|14.18\|14.49\|14.05\|494608;2026-04-13\|14.21\|1.14\|13.89\|14.51\|13.86\|352714;2026-04-14\|14.52\|2.18\|14.39\|14.79\|14.22\|576956;2026-04-15\|14.69\|1.17\|14.46\|15.41\|14.31\|852864;2026-04-16\|14.94\|1.70\|14.66\|15.14\|14.40\|423845;2026-04-17\|15.30\|2.41\|14.80\|15.52\|14.75\|519903;2026-04-20\|15.94\|4.18\|15.15\|16.15\|15.12\|742686;2026-04-21\|15.51\|-2.70\|15.83\|15.94\|15.38\|463665;2026-04-22\|15.42\|-0.58\|15.40\|15.55\|15.15\|351915;2026-04-23\|14.74\|-4.41\|15.56\|15.66\|14.70\|438954;2026-04-24\|14.41\|-2.24\|14.60\|14.88\|14.24\|344821;2026-04-27\|14.16\|-1.73\|14.40\|14.58\|14.12\|361870;2026-04-28\|14.08\|-0.56\|14.20\|14.35\|13.94\|330176;2026-04-29\|13.74\|-2.41\|13.38\|13.85\|13.26\|540344;2026-04-30\|14.52\|5.68\|13.83\|14.94\|13.47\|741167;2026-05-06\|15.07\|3.79\|14.90\|15.38\|14.80\|736677;2026-05-07\|15.08\|0.07\|15.06\|15.25\|14.93\|482358;2026-05-08\|14.96\|-0.80\|14.88\|15.15\|14.75\|344875;2026-05-11\|15.36\|2.67\|15.25\|15.67\|15.22\|595854;2026-05-12\|15.44\|0.52\|15.33\|15.78\|14.87\|915391;2026-05-13\|16.98\|9.97\|15.20\|16.98\|15.08\|1178999;2026-05-14\|16.56\|-2.47\|17.10\|17.19\|16.48\|1284521;2026-05-15\|16.57\|0.06\|16.72\|17.20\|16.30\|1035578;2026-05-18\|18.23\|10.02\|16.72\|18.23\|16.66\|1063914;2026-05-19\|17.53\|-3.84\|17.43\|17.76\|16.81\|1457318;2026-05-20\|19.28\|9.98\|19.20\|19.28\|18.02\|2548520;2026-05-21\|18.10\|-6.12\|19.80\|20.10\|18.01\|2180326;2026-05-22\|17.75\|-1.93\|18.15\|18.46\|17.49\|1364099;2026-05-25\|17.58\|-0.96\|17.75\|17.95\|17.05\|1091192;2026-05-26\|16.80\|-4.44\|17.92\|18.16\|16.50\|1048163;2026-05-27\|16.42\|-2.26\|17.23\|17.78\|16.30\|965874;2026-05-28\|16.58\|0.97\|16.49\|16.94\|16.09\|732419;2026-05-29\|15.31\|-7.66\|16.68\|16.74\|15.21\|799400;2026-06-01\|15.15\|-1.05\|15.32\|15.78\|15.08\|505779;2026-06-02\|14.88\|-1.78\|15.14\|15.28\|14.50\|513530;2026-06-03\|15.27\|2.62\|14.88\|15.80\|14.77\|620002;2026-06-04\|15.77\|3.27\|15.00\|15.95\|14.91\|614427;2026-06-05\|15.09\|-4.31\|15.40\|15.71\|14.85\|599122;2026-06-08\|14.21\|-5.83\|14.34\|14.91\|14.07\|483643;2026-06-09\|14.87\|4.64\|14.58\|14.87\|14.23\|412027;2026-06-10\|14.69\|-1.21\|14.61\|14.99\|14.42\|380121;2026-06-11\|16.16\|10.01\|14.58\|16.16\|14.18\|1008363;2026-06-12\|16.19\|0.19\|17.38\|17.76\|16.16\|1444744;2026-06-15\|16.62\|2.66\|16.53\|16.70\|15.94\|905646;2026-06-16\|16.88\|1.56\|16.74\|17.13\|16.57\|666675;2026-06-17\|17.06\|1.07\|16.80\|17.27\|16.66\|762178;2026-06-18\|17.27\|1.23\|16.89\|17.63\|16.68\|747731;2026-06-22\|18.30\|5.96\|17.34\|18.50\|17.23\|1077520;2026-06-23\|18.17\|-0.71\|18.15\|18.68\|17.55\|785644;2026-06-24\|18.84\|3.69\|17.85\|19.15\|17.85\|844077;2026-06-25\|20.72\|9.98\|19.24\|20.72\|19.03\|1039856;2026-06-26\|20.22\|-2.41\|21.30\|21.94\|20.16\|1281822;2026-06-29\|20.24\|0.10\|20.93\|21.27\|19.38\|995365;2026-06-30\|22.26\|9.98\|19.71\|22.26\|19.40\|1115112;2026-07-01\|20.48\|-8.00\|22.10\|22.48\|20.05\|1230742;2026-07-02\|19.00\|-7.23\|19.42\|20.11\|18.78\|928969;2026-07-03\|19.01\|0.05\|18.82\|20.17\|18.27\|814784;2026-07-06\|18.76\|-1.32\|19.50\|19.95\|18.64\|655029;2026-07-07\|18.18\|-3.09\|18.51\|18.95\|17.85\|536868;2026-07-08\|17.52\|-3.63\|18.15\|18.66\|17.16\|495477;2026-07-09\|18.45\|5.43\|17.73\|18.55\|17.45\|626640;2026-07-10\|17.76\|-3.74\|18.76\|19.25\|17.76\|653788
113943	长鑫存储过会	半导体材料+存储芯片靶材+收购凯德石英+一季报增长行业原因：英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年4月16日年报，超高纯钨靶是存储芯片的金属骨架，AI与HBM技术重塑存储芯片市场导致其需求激增，全球仅公司及头部跨国企业掌握核心技术，公司产品已在多家国际知名存储芯片制造商批量应用。 2、公司主要专注于超高纯金属溅射靶材和半导体精密零部件的研发、生产和销售。据2026年4月29日公告，公司2026年一季度实现营收13.06亿元，同比增长30.49%；归母净利润2.10亿元，同比增长33.42%。 3、据2026年6月10日公告，公司第四届董事会第三十六次会议审议通过全资子公司购买设备等议案，保障业务拓展与产能扩充；据2026年5月28日公告，公司拟入主北京凯德石英的控制权收购事项已获北交所合规性确认，产业链整合取得关键进展。	公司拟收购凯德石英控制权，标的专注于石英仪器、石英管道、石英舟等石英玻璃制品的研发、生产和销售	2026-03-03\|154.58\|-2.07\|157.04\|167.81\|154.28\|201565;2026-03-04\|150.01\|-2.96\|150.00\|155.97\|148.51\|146148;2026-03-05\|151.50\|0.99\|156.01\|156.50\|149.26\|137461;2026-03-06\|148.37\|-2.07\|150.48\|151.93\|146.78\|101321;2026-03-09\|151.51\|2.12\|144.89\|152.99\|141.95\|140142;2026-03-10\|154.18\|1.76\|153.85\|154.73\|150.53\|125253;2026-03-11\|149.26\|-3.19\|153.00\|154.60\|148.20\|113985;2026-03-12\|147.52\|-1.17\|150.00\|152.88\|143.07\|104547;2026-03-13\|144.90\|-1.78\|145.10\|150.40\|144.00\|79046;2026-03-16\|142.70\|-1.52\|145.75\|146.90\|138.50\|92774;2026-03-17\|136.12\|-4.61\|143.61\|144.10\|136.00\|81506;2026-03-18\|137.42\|0.95\|137.89\|138.60\|134.81\|66707;2026-03-19\|136.65\|-0.56\|136.13\|139.95\|133.55\|94164;2026-03-20\|133.14\|-2.57\|137.38\|139.94\|133.00\|85954;2026-03-23\|125.71\|-5.58\|130.77\|132.89\|124.71\|81831;2026-03-24\|130.85\|4.09\|128.24\|131.34\|125.48\|89605;2026-03-25\|137.35\|4.97\|133.52\|141.87\|133.46\|124555;2026-03-26\|133.60\|-2.73\|137.31\|137.35\|132.66\|54863;2026-03-27\|146.02\|9.30\|131.49\|147.98\|130.85\|161925;2026-03-30\|146.49\|0.32\|144.84\|146.49\|141.50\|108713;2026-03-31\|139.22\|-4.96\|144.80\|145.30\|138.60\|89506;2026-04-01\|140.27\|0.75\|143.88\|144.60\|139.00\|82346;2026-04-02\|135.50\|-3.40\|139.53\|139.90\|133.40\|73107;2026-04-03\|149.14\|10.07\|136.30\|151.45\|135.32\|170880;2026-04-07\|149.51\|0.25\|149.99\|153.28\|148.04\|85025;2026-04-08\|159.61\|6.76\|150.54\|160.65\|149.60\|159594;2026-04-09\|156.97\|-1.65\|156.00\|160.00\|155.36\|91020;2026-04-10\|156.50\|-0.30\|158.98\|164.80\|156.50\|124555;2026-04-13\|156.02\|-0.31\|155.24\|158.72\|154.84\|93733;2026-04-14\|161.92\|3.78\|158.00\|164.50\|156.68\|106446;2026-04-15\|154.35\|-4.68\|161.93\|161.93\|153.41\|96647;2026-04-16\|154.05\|-0.19\|154.69\|155.35\|150.12\|75258;2026-04-17\|159.42\|3.49\|151.76\|161.73\|149.69\|129997;2026-04-20\|156.96\|-1.54\|158.84\|158.85\|153.28\|91598;2026-04-21\|157.22\|0.17\|157.00\|159.94\|153.13\|84595;2026-04-22\|160.66\|2.19\|156.57\|160.68\|155.21\|114255;2026-04-23\|155.95\|-2.93\|160.80\|163.00\|152.35\|124957;2026-04-24\|156.21\|0.17\|155.20\|158.50\|153.87\|79381;2026-04-27\|167.75\|7.39\|160.00\|171.96\|160.00\|174994;2026-04-28\|179.37\|6.93\|167.80\|180.00\|165.04\|189639;2026-04-29\|175.39\|-2.22\|168.00\|175.76\|162.29\|197760;2026-04-30\|179.71\|2.46\|172.00\|191.11\|169.00\|149517;2026-05-06\|182.01\|1.28\|185.00\|195.60\|181.01\|162894;2026-05-07\|186.55\|2.49\|183.31\|186.60\|177.28\|126308;2026-05-08\|173.43\|-7.03\|180.60\|181.80\|172.00\|169390;2026-05-11\|185.00\|6.67\|176.90\|185.00\|174.01\|174301;2026-05-12\|181.77\|-1.75\|183.00\|183.28\|177.77\|121006;2026-05-13\|186.25\|2.46\|177.04\|187.27\|174.09\|139601;2026-05-14\|180.00\|-3.36\|187.00\|195.00\|180.00\|146179;2026-05-15\|189.86\|5.48\|181.67\|197.99\|181.11\|205757;2026-05-18\|201.26\|6.00\|189.92\|202.50\|186.28\|188945;2026-05-19\|213.93\|6.30\|199.00\|216.49\|196.00\|198009;2026-05-20\|213.68\|-0.12\|209.88\|218.00\|205.24\|157565;2026-05-21\|191.02\|-10.60\|216.50\|222.22\|188.90\|234997;2026-05-22\|196.60\|3.13\|192.99\|201.87\|184.00\|172282;2026-05-25\|207.99\|5.79\|197.90\|209.38\|189.68\|170883;2026-05-26\|197.09\|-5.24\|205.63\|205.63\|188.25\|185035;2026-05-27\|183.40\|-6.95\|195.00\|197.99\|182.24\|164118;2026-05-28\|203.05\|10.71\|182.18\|204.97\|181.67\|252079;2026-05-29\|190.20\|-6.33\|204.00\|204.14\|187.74\|182067;2026-06-01\|188.06\|-1.13\|189.25\|198.60\|186.55\|135236;2026-06-02\|209.22\|11.25\|188.60\|215.88\|188.60\|258816;2026-06-03\|208.00\|-0.58\|209.16\|214.44\|204.27\|181713;2026-06-04\|210.53\|1.22\|205.00\|213.46\|205.00\|133711;2026-06-05\|201.19\|-4.44\|205.55\|215.96\|198.20\|150400;2026-06-08\|193.57\|-3.79\|195.00\|205.80\|191.00\|139820;2026-06-09\|224.88\|16.18\|199.00\|226.50\|195.22\|232551;2026-06-10\|243.67\|8.36\|224.85\|249.88\|220.00\|278644;2026-06-11\|292.40\|20.00\|255.13\|292.40\|255.13\|216001;2026-06-12\|274.08\|-6.27\|337.21\|338.88\|271.93\|480243;2026-06-15\|293.60\|7.12\|284.00\|298.00\|265.60\|331236;2026-06-16\|299.61\|2.05\|293.00\|308.80\|288.18\|330669;2026-06-17\|301.57\|0.65\|288.00\|304.40\|285.01\|314456;2026-06-18\|311.20\|3.19\|301.58\|325.68\|300.60\|256254;2026-06-22\|308.75\|-0.79\|323.00\|326.53\|299.19\|285323;2026-06-23\|292.83\|-5.16\|300.10\|308.53\|289.00\|225253;2026-06-24\|304.04\|3.83\|291.72\|308.62\|285.00\|207835;2026-06-25\|330.00\|8.54\|314.00\|337.70\|304.10\|255854;2026-06-26\|354.78\|7.51\|326.70\|366.65\|324.48\|272493;2026-06-29\|382.48\|7.81\|369.10\|388.99\|339.02\|302758;2026-06-30\|368.60\|-3.63\|372.00\|374.97\|345.80\|258560;2026-07-01\|394.33\|6.98\|369.00\|418.99\|369.00\|253968;2026-07-02\|342.47\|-13.15\|370.11\|375.00\|340.51\|246566;2026-07-03\|332.19\|-3.00\|348.40\|351.00\|320.88\|207957;2026-07-06\|326.86\|-1.60\|338.83\|342.79\|311.00\|173301;2026-07-07\|329.00\|0.65\|326.00\|336.99\|316.24\|138047;2026-07-08\|333.86\|1.48\|329.12\|347.60\|307.00\|191190;2026-07-09\|364.48\|9.17\|339.46\|366.88\|328.55\|239265;2026-07-10\|340.44\|-6.60\|369.00\|385.00\|340.44\|223970
113942	长鑫存储过会	电子化学品+电子级磷酸+光刻胶+国企行业原因： 1、受AI服务器及HBM高带宽存储产能扩张推动，全品类电子化学品需求持续提升。 2、据每日经济新闻6月10日报道，日本关东电化、中央硝子因国内钨原料出口管控而停产，导致中国进口六氟化钨价格较去年同期暴涨232.7%，特种气体受催化大幅走强。公司原因： 1、据2026年4月30日互动易，公司IPO募投项目建设总体已接近尾声，其中“3万吨/年电子级磷酸项目”已建成投产，“2万吨/年电子级氨水联产1万吨/年电子级氨气项目”已建成，目前处于试运行测试阶段，“4万吨/年超高纯电子化学品项目（上海）”目前基本完工。 2、据2026年3月31日年报，公司核心产品电子级磷酸在国内半导体领域市占率全国第一，电子级硫酸处于国内第一梯队，2025年集成电路领域销售收入占主营业务收入比例达89.87%。 3、据2026年4月27日机构调研，公司以自有资金收购光刻胶用光引发剂制备专有技术及实验设备，瞄准g/i线光刻胶光引发剂进行产业化，预计年内可投产30吨产线。 4、据2026年3月31日年报，公司最终控制人为兴山县人民政府国有资产监督管理局，属于国有企业。	SK海力士、长存资本新进公司2026Q1前十大流通股东	2026-03-03\|54.90\|-11.27\|61.00\|61.80\|54.37\|85026;2026-03-04\|54.26\|-1.17\|54.70\|57.26\|54.00\|59007;2026-03-05\|55.66\|2.58\|56.00\|57.55\|54.78\|52147;2026-03-06\|54.35\|-2.35\|55.00\|56.00\|53.28\|73502;2026-03-09\|52.00\|-4.32\|52.88\|52.88\|50.33\|64949;2026-03-10\|52.60\|1.15\|53.61\|53.93\|51.50\|60416;2026-03-11\|51.81\|-1.50\|52.99\|54.60\|51.73\|52479;2026-03-12\|50.80\|-1.95\|51.60\|52.20\|49.96\|56017;2026-03-13\|50.40\|-0.79\|50.88\|51.67\|49.50\|45662;2026-03-16\|51.92\|3.02\|50.46\|51.98\|48.50\|57134;2026-03-17\|50.02\|-3.66\|51.81\|51.90\|49.38\|65231;2026-03-18\|50.82\|1.60\|50.58\|51.33\|49.52\|29979;2026-03-19\|47.89\|-5.77\|49.80\|50.15\|47.60\|55001;2026-03-20\|46.76\|-2.36\|48.49\|48.80\|46.61\|49997;2026-03-23\|44.32\|-5.22\|45.60\|46.20\|44.00\|50567;2026-03-24\|45.49\|2.64\|45.43\|45.60\|43.24\|41632;2026-03-25\|47.08\|3.50\|46.20\|48.38\|45.82\|49432;2026-03-26\|46.10\|-2.08\|47.00\|47.05\|45.55\|27134;2026-03-27\|47.43\|2.88\|45.14\|47.66\|44.90\|35480;2026-03-30\|47.85\|0.89\|47.18\|48.71\|46.40\|39587;2026-03-31\|45.66\|-4.58\|47.50\|47.77\|45.54\|35082;2026-04-01\|46.60\|2.06\|47.55\|47.83\|46.28\|34101;2026-04-02\|44.59\|-4.31\|46.80\|46.88\|44.38\|34260;2026-04-03\|44.99\|0.90\|44.90\|45.84\|44.60\|29958;2026-04-07\|44.70\|-0.64\|45.58\|46.17\|44.60\|23234;2026-04-08\|49.20\|10.07\|46.05\|49.45\|45.60\|73252;2026-04-09\|48.45\|-1.52\|48.00\|49.21\|47.91\|36736;2026-04-10\|48.99\|1.11\|49.68\|50.25\|48.75\|49296;2026-04-13\|49.52\|1.08\|48.50\|50.19\|48.37\|49400;2026-04-14\|50.56\|2.10\|50.60\|51.77\|50.15\|56897;2026-04-15\|52.08\|3.01\|51.00\|54.34\|50.51\|88632;2026-04-16\|52.25\|0.33\|52.33\|53.15\|51.10\|52114;2026-04-17\|51.80\|-0.86\|51.92\|52.68\|51.33\|41353;2026-04-20\|52.71\|1.76\|51.90\|53.56\|51.09\|53267;2026-04-21\|53.01\|0.57\|52.27\|53.76\|50.83\|51907;2026-04-22\|52.60\|-0.77\|53.00\|53.73\|51.90\|49882;2026-04-23\|51.50\|-2.09\|53.20\|53.81\|50.96\|44965;2026-04-24\|51.56\|0.12\|51.00\|53.68\|51.00\|59980;2026-04-27\|54.11\|4.95\|51.51\|55.70\|51.51\|100791;2026-04-28\|52.91\|-2.22\|53.86\|55.51\|52.78\|78317;2026-04-29\|52.05\|-1.63\|52.78\|52.93\|51.25\|67897;2026-04-30\|54.89\|5.46\|52.18\|55.49\|52.00\|99984;2026-05-06\|55.16\|0.49\|56.00\|58.46\|54.70\|113981;2026-05-07\|59.00\|6.96\|55.80\|59.87\|55.40\|111732;2026-05-08\|63.00\|6.78\|59.60\|66.66\|58.11\|206501;2026-05-11\|75.60\|20.00\|72.02\|75.60\|71.55\|272601;2026-05-12\|80.00\|5.82\|77.00\|83.08\|75.16\|351126;2026-05-13\|90.22\|12.78\|75.70\|94.93\|75.70\|329722;2026-05-14\|89.04\|-1.31\|89.65\|94.55\|86.00\|263458;2026-05-15\|92.67\|4.08\|90.73\|97.00\|85.50\|262718;2026-05-18\|93.90\|1.33\|93.00\|98.00\|90.29\|225134;2026-05-19\|87.30\|-7.03\|88.99\|89.00\|82.01\|250564;2026-05-20\|86.50\|-0.92\|87.50\|89.34\|83.10\|234398;2026-05-21\|78.39\|-9.38\|88.99\|91.73\|77.96\|296307;2026-05-22\|82.00\|4.61\|78.94\|83.01\|76.84\|190606;2026-05-25\|81.16\|-1.02\|81.80\|82.54\|78.11\|156157;2026-05-26\|77.39\|-4.65\|81.20\|82.20\|76.19\|147993;2026-05-27\|76.14\|-1.62\|79.00\|79.66\|75.23\|140090;2026-05-28\|80.74\|6.04\|75.00\|81.98\|74.99\|182354;2026-05-29\|75.20\|-6.86\|79.90\|81.44\|74.21\|141912;2026-06-01\|74.27\|-1.24\|75.91\|76.90\|72.80\|110804;2026-06-02\|75.03\|1.02\|73.51\|76.00\|72.92\|82964;2026-06-03\|78.82\|5.05\|75.00\|82.20\|74.01\|160312;2026-06-04\|89.86\|14.01\|77.25\|90.66\|76.11\|241757;2026-06-05\|86.16\|-4.12\|87.00\|90.75\|84.91\|167466;2026-06-08\|80.50\|-6.57\|81.91\|84.50\|79.60\|146068;2026-06-09\|82.82\|2.88\|83.32\|85.67\|79.39\|136722;2026-06-10\|87.10\|5.17\|80.83\|90.02\|80.00\|211667;2026-06-11\|104.52\|20.00\|91.50\|104.52\|91.00\|198569;2026-06-12\|108.00\|3.63\|111.69\|111.69\|98.00\|335256;2026-06-15\|115.00\|6.48\|108.00\|115.88\|104.80\|247160;2026-06-16\|109.09\|-5.14\|112.82\|120.00\|108.77\|228910;2026-06-17\|114.00\|4.50\|104.22\|117.17\|101.10\|271987;2026-06-18\|109.76\|-3.72\|110.00\|112.20\|106.73\|184438;2026-06-22\|113.60\|3.50\|112.50\|117.68\|108.00\|195539;2026-06-23\|104.80\|-7.75\|112.52\|113.49\|103.18\|156320;2026-06-24\|110.25\|5.20\|102.55\|112.55\|101.23\|161701;2026-06-25\|125.70\|14.01\|114.78\|132.30\|105.70\|314296;2026-06-26\|118.30\|-5.89\|121.00\|129.98\|118.00\|252256;2026-06-29\|134.66\|13.83\|122.00\|135.00\|115.08\|253495;2026-06-30\|133.06\|-1.19\|128.50\|138.10\|125.00\|197352;2026-07-01\|140.90\|5.89\|133.00\|148.38\|132.00\|220207;2026-07-02\|125.57\|-10.88\|132.10\|137.98\|120.01\|171019;2026-07-03\|112.81\|-10.16\|121.60\|125.88\|112.80\|194677;2026-07-06\|109.88\|-2.60\|114.77\|115.90\|104.58\|163825;2026-07-07\|107.79\|-1.90\|108.14\|111.06\|105.00\|109259;2026-07-08\|111.21\|3.17\|109.37\|115.78\|104.00\|143929;2026-07-09\|119.59\|7.54\|116.00\|120.58\|115.20\|149488;2026-07-10\|111.00\|-7.18\|120.50\|126.58\|109.99\|18396295
113941	长鑫存储过会	石英砂+氯碱化工+锡钨钽行业原因： 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15日异动公告及2026年5月18日机构调研，公司子公司广西有色栗木矿业投资实施的60万吨/年采矿改造工程、150万吨/年选矿项目及钽铌钨、锡资源冶炼综合利用技改项目一期工程正按计划推进建设，尚未达产达效。 2、据2026年5月18日机构调研，公司石英砂项目正根据客户需求持续进行工艺改进、调试与认证，截至目前尚未形成业绩。 3、据2026年4月25日年报，公司深耕氯碱行业五十余载，目前主营业务仍为氯碱化工，主导产品为聚氯乙烯树脂PVC和碱产品，“金路”牌聚氯乙烯树脂被确定为大商所PVC期货指定交割品牌。 4、据2026年6月2日公告，公司第一大股东、实际控制人、董事长刘江东基于自身资金需求已得到解决，决定提前终止减持计划。	公司高纯石英砂中试正在进行中，中试阶段的纯度大于5N，5N高纯石英砂是半导体芯片制造（石英坩埚、石英器件）、光伏单晶硅拉制（石英坩埚）、高端光学器件等领域的关键材料	2026-03-03\|20.93\|-6.77\|23.41\|23.50\|20.48\|1198116;2026-03-04\|20.24\|-3.30\|19.83\|21.63\|19.83\|692229;2026-03-05\|19.89\|-1.73\|20.64\|20.80\|19.68\|489923;2026-03-06\|20.17\|1.41\|20.05\|21.03\|19.81\|628214;2026-03-09\|19.24\|-4.61\|19.63\|19.79\|18.20\|560998;2026-03-10\|18.99\|-1.30\|19.66\|19.86\|18.81\|491327;2026-03-11\|18.84\|-0.79\|19.19\|20.22\|18.84\|533382;2026-03-12\|18.28\|-2.97\|18.84\|18.96\|18.03\|452733;2026-03-13\|16.83\|-7.93\|18.00\|18.19\|16.66\|684847;2026-03-16\|16.76\|-0.42\|16.88\|17.19\|16.00\|489160;2026-03-17\|16.65\|-0.66\|16.88\|17.52\|16.64\|454699;2026-03-18\|16.64\|-0.06\|16.68\|16.87\|16.10\|340034;2026-03-19\|14.98\|-9.98\|16.00\|16.27\|14.98\|566906;2026-03-20\|15.26\|1.87\|15.34\|15.91\|15.15\|612644;2026-03-23\|14.00\|-8.26\|14.44\|14.90\|13.78\|781708;2026-03-24\|14.73\|5.21\|14.50\|14.81\|13.87\|557765;2026-03-25\|14.80\|0.48\|15.40\|15.69\|14.72\|598411;2026-03-26\|13.99\|-5.47\|14.81\|14.90\|13.90\|513617;2026-03-27\|14.86\|6.22\|13.92\|15.20\|13.89\|587969;2026-03-30\|15.15\|1.95\|14.70\|15.38\|14.38\|569786;2026-03-31\|14.75\|-2.64\|15.27\|15.56\|14.70\|364119;2026-04-01\|15.02\|1.83\|15.25\|15.68\|14.88\|424400;2026-04-02\|14.12\|-5.99\|14.71\|14.87\|13.90\|428685;2026-04-03\|13.99\|-0.92\|14.37\|14.43\|13.78\|322009;2026-04-07\|14.36\|2.64\|14.07\|14.60\|14.07\|331490;2026-04-08\|15.62\|8.77\|15.00\|15.73\|14.87\|642659;2026-04-09\|15.36\|-1.66\|15.32\|15.85\|14.85\|446689;2026-04-10\|14.66\|-4.56\|15.36\|15.75\|14.62\|493717;2026-04-13\|14.51\|-1.02\|14.31\|14.74\|14.31\|351480;2026-04-14\|14.92\|2.83\|14.80\|15.10\|14.55\|371860;2026-04-15\|14.38\|-3.62\|15.79\|15.81\|14.35\|575837;2026-04-16\|15.15\|5.35\|14.38\|15.20\|13.90\|601985;2026-04-17\|15.03\|-0.79\|15.00\|15.23\|14.70\|402750;2026-04-20\|15.10\|0.47\|14.87\|15.44\|14.55\|447212;2026-04-21\|14.90\|-1.32\|15.03\|15.35\|14.43\|436690;2026-04-22\|14.75\|-1.01\|14.79\|15.09\|14.56\|376607;2026-04-23\|13.62\|-7.66\|14.68\|14.79\|13.35\|750924;2026-04-24\|13.75\|0.95\|13.42\|13.90\|13.18\|461747;2026-04-27\|13.08\|-4.87\|13.68\|13.86\|12.89\|453879;2026-04-28\|13.20\|0.92\|13.01\|13.34\|12.71\|442400;2026-04-29\|13.94\|5.61\|13.07\|14.23\|13.00\|454920;2026-04-30\|14.14\|1.43\|13.94\|14.28\|13.80\|307916;2026-05-06\|15.45\|9.26\|14.11\|15.52\|13.99\|615585;2026-05-07\|16.63\|7.64\|16.35\|16.77\|15.74\|816149;2026-05-08\|16.44\|-1.14\|16.41\|17.00\|16.09\|524330;2026-05-11\|16.71\|1.64\|16.46\|17.10\|16.02\|568098;2026-05-12\|16.65\|-0.36\|17.21\|17.44\|16.51\|425385;2026-05-13\|16.61\|-0.24\|16.85\|17.15\|16.31\|408926;2026-05-14\|14.95\|-9.99\|16.77\|17.12\|14.95\|758523;2026-05-15\|14.03\|-6.15\|14.75\|14.90\|13.85\|608528;2026-05-18\|13.82\|-1.50\|13.88\|14.19\|13.37\|370976;2026-05-19\|13.73\|-0.65\|13.82\|13.98\|13.17\|396563;2026-05-20\|13.40\|-2.40\|13.60\|13.74\|13.20\|361040;2026-05-21\|13.58\|1.34\|13.75\|14.56\|13.56\|566582;2026-05-22\|14.94\|10.01\|13.90\|14.94\|13.60\|323628;2026-05-25\|16.43\|9.97\|15.62\|16.43\|15.60\|1149298;2026-05-26\|18.07\|9.98\|16.55\|18.07\|16.19\|823586;2026-05-27\|18.00\|-0.39\|18.59\|19.32\|17.90\|1171087;2026-05-28\|17.75\|-1.39\|17.92\|18.21\|17.20\|720615;2026-05-29\|16.65\|-6.20\|17.82\|17.98\|16.39\|596796;2026-06-01\|18.32\|10.03\|16.70\|18.32\|16.69\|283743;2026-06-02\|19.58\|6.88\|18.40\|19.75\|17.62\|1132674;2026-06-03\|19.18\|-2.04\|19.56\|20.08\|18.81\|719170;2026-06-04\|19.23\|0.26\|18.87\|19.73\|18.42\|503578;2026-06-05\|18.50\|-3.80\|18.65\|19.14\|18.17\|416173;2026-06-08\|16.78\|-9.30\|17.30\|17.65\|16.65\|520703;2026-06-09\|16.80\|0.12\|17.28\|17.29\|16.02\|534877;2026-06-10\|16.01\|-4.70\|16.42\|17.05\|15.62\|434734;2026-06-11\|17.61\|9.99\|15.93\|17.61\|15.68\|340417;2026-06-12\|19.37\|9.99\|18.21\|19.37\|18.21\|727202;2026-06-15\|21.31\|10.02\|21.30\|21.31\|21.27\|164743;2026-06-16\|22.95\|7.70\|22.00\|23.28\|21.35\|1232268;2026-06-17\|22.02\|-4.05\|22.71\|22.94\|21.48\|857102;2026-06-18\|22.10\|0.36\|21.93\|22.38\|21.46\|549231;2026-06-22\|24.31\|10.00\|21.70\|24.31\|21.50\|268281;2026-06-23\|24.10\|-0.86\|24.89\|25.91\|23.65\|1005458;2026-06-24\|24.53\|1.78\|23.67\|24.96\|23.40\|663168;2026-06-25\|26.00\|5.99\|24.29\|26.50\|23.41\|689430;2026-06-26\|25.33\|-2.58\|25.94\|26.60\|24.10\|499200;2026-06-29\|26.30\|3.83\|25.16\|27.85\|24.75\|708339;2026-06-30\|24.84\|-5.55\|25.36\|25.58\|23.80\|719610;2026-07-01\|24.76\|-0.32\|24.56\|27.32\|24.39\|967181;2026-07-02\|22.89\|-7.55\|24.48\|25.00\|22.65\|737873;2026-07-03\|22.03\|-3.76\|23.50\|23.60\|21.75\|546212;2026-07-06\|20.71\|-5.99\|21.79\|22.69\|20.40\|531299;2026-07-07\|19.68\|-4.97\|20.63\|21.44\|19.50\|425013;2026-07-08\|19.43\|-1.27\|19.71\|20.82\|18.84\|545207;2026-07-09\|19.48\|0.26\|19.37\|20.08\|18.45\|479980;2026-07-10\|18.90\|-2.98\|19.52\|20.15\|18.76\|440375
113940	长鑫存储过会	半导体附属装备+光刻胶剥离液+产品测试进展行业原因：华泰证券指出，存储行业正快速增长，伴随当前晶圆厂、存储企业等扩产，以及芯片向新型存储技术、先进制程、先进封装等发展，全球半导体材料市场有望迎来快速增长。公司原因： 1、据2026年6月1日机构调研，公司围绕半导体生产主设备打造附属装备和核心零部件平台，研制涵盖L/S、LOC-VOC、真空设备、温控设备等多品类核心产品，已在重要技术路线掌握、核心工艺段覆盖等方面取得成绩。 2、据2026年4月23日年报，公司“国产半导体制程附属设备及关键零部件项目一期”正式投产；L/S设备新机型在国际知名半导体客户ETCH制程测试，多级罗茨真空设备部分产品已发送至国际知名半导体客户验证测试。 3、据2026年4月23日年报及2025年7月24日公告，公司电子化学品材料包括光刻胶剥离液、蚀刻液等，2025年该业务收入4,949.44万元，同比增长72.28%。	公司为华为武汉研发生产项目-海思光工厂洁净室提供工艺废气治理系统	2026-03-03\|24.51\|-4.59\|25.69\|26.14\|24.51\|21217;2026-03-04\|24.10\|-1.67\|24.27\|24.72\|23.89\|17742;2026-03-05\|24.88\|3.24\|24.42\|25.04\|24.42\|16591;2026-03-06\|25.12\|0.96\|24.43\|25.26\|24.43\|9446;2026-03-09\|24.61\|-2.03\|24.68\|24.88\|24.23\|12534;2026-03-10\|25.28\|2.72\|24.97\|25.35\|24.85\|15478;2026-03-11\|24.79\|-1.94\|25.13\|25.58\|24.73\|16765;2026-03-12\|24.35\|-1.77\|24.79\|24.82\|24.30\|12815;2026-03-13\|24.31\|-0.16\|24.35\|24.75\|24.19\|11006;2026-03-16\|25.03\|2.96\|24.21\|25.21\|24.12\|21098;2026-03-17\|24.87\|-0.64\|25.03\|25.58\|24.75\|22328;2026-03-18\|25.38\|2.05\|24.80\|25.38\|24.70\|13466;2026-03-19\|24.82\|-2.21\|25.12\|25.28\|24.56\|12228;2026-03-20\|24.11\|-2.86\|24.91\|25.05\|24.11\|15844;2026-03-23\|23.03\|-4.48\|23.80\|23.89\|22.61\|23943;2026-03-24\|24.39\|5.91\|23.55\|25.33\|23.10\|82039;2026-03-25\|23.95\|-1.80\|24.00\|24.93\|23.73\|62746;2026-03-26\|23.18\|-3.21\|23.80\|24.09\|23.05\|33104;2026-03-27\|25.50\|10.01\|22.83\|25.50\|22.75\|60881;2026-03-30\|25.24\|-1.02\|24.94\|25.98\|24.94\|57786;2026-03-31\|24.75\|-1.94\|25.48\|25.60\|24.73\|35513;2026-04-01\|25.08\|1.33\|24.99\|25.40\|24.87\|24694;2026-04-02\|24.94\|-0.56\|25.09\|25.69\|24.80\|27721;2026-04-03\|24.30\|-2.57\|24.94\|25.29\|24.01\|26091;2026-04-07\|24.98\|2.80\|24.60\|25.16\|24.48\|21996;2026-04-08\|25.51\|2.12\|25.45\|25.63\|25.00\|28817;2026-04-09\|25.71\|0.78\|25.38\|25.87\|25.10\|34391;2026-04-10\|26.23\|2.02\|25.70\|26.68\|25.53\|46919;2026-04-13\|26.20\|-0.11\|26.00\|26.43\|25.93\|23365;2026-04-14\|26.16\|-0.15\|26.40\|26.77\|25.90\|20744;2026-04-15\|25.92\|-0.92\|26.18\|26.23\|25.80\|17589;2026-04-16\|26.42\|1.93\|26.20\|26.60\|25.92\|29483;2026-04-17\|26.16\|-0.98\|26.29\|26.53\|26.06\|21770;2026-04-20\|26.32\|0.61\|26.11\|26.44\|25.86\|19039;2026-04-21\|26.47\|0.57\|26.20\|26.98\|26.20\|20044;2026-04-22\|26.62\|0.57\|26.42\|26.70\|26.21\|21159;2026-04-23\|26.91\|1.09\|27.00\|28.30\|26.87\|81594;2026-04-24\|26.01\|-3.34\|26.77\|27.04\|25.98\|40138;2026-04-27\|26.30\|1.11\|25.98\|26.37\|25.44\|25772;2026-04-28\|25.68\|-2.36\|26.01\|26.32\|25.60\|19476;2026-04-29\|25.40\|-1.09\|25.68\|25.68\|25.22\|23459;2026-04-30\|26.02\|2.44\|24.88\|26.37\|24.88\|36836;2026-05-06\|25.90\|-0.46\|26.06\|26.50\|25.66\|27805;2026-05-07\|26.35\|1.74\|25.88\|26.58\|25.88\|26890;2026-05-08\|26.05\|-1.14\|26.19\|26.35\|25.60\|22550;2026-05-11\|26.30\|0.96\|26.07\|26.41\|25.86\|23292;2026-05-12\|25.83\|-1.79\|26.30\|26.30\|25.66\|18626;2026-05-13\|26.69\|3.33\|25.80\|26.98\|25.29\|37710;2026-05-14\|27.34\|2.44\|26.69\|27.98\|26.00\|61661;2026-05-15\|27.81\|1.72\|27.17\|28.28\|27.17\|58045;2026-05-18\|27.75\|-0.22\|27.77\|27.93\|27.36\|34453;2026-05-19\|27.85\|0.36\|27.50\|28.27\|27.50\|26189;2026-05-20\|30.64\|10.02\|27.85\|30.64\|27.73\|91249;2026-05-21\|32.90\|7.38\|32.26\|33.70\|31.90\|153716;2026-05-22\|30.49\|-7.33\|33.59\|33.70\|30.07\|200735;2026-05-25\|30.45\|-0.13\|30.00\|31.29\|29.30\|147149;2026-05-26\|29.80\|-2.13\|29.88\|30.30\|28.51\|119122;2026-05-27\|28.34\|-4.90\|29.65\|30.90\|27.76\|87017;2026-05-28\|31.17\|9.99\|27.77\|31.17\|27.32\|123539;2026-05-29\|34.29\|10.01\|32.36\|34.29\|32.28\|149731;2026-06-01\|32.87\|-4.14\|33.00\|34.98\|32.33\|193610;2026-06-02\|33.95\|3.29\|33.03\|34.96\|32.82\|164628;2026-06-03\|32.48\|-4.33\|32.75\|33.77\|31.90\|127052;2026-06-04\|31.39\|-3.36\|31.86\|32.57\|31.30\|76507;2026-06-05\|30.18\|-3.85\|31.45\|31.48\|29.71\|82255;2026-06-08\|28.86\|-4.37\|29.00\|30.46\|28.20\|81225;2026-06-09\|29.92\|3.67\|28.86\|30.49\|28.86\|63474;2026-06-10\|30.75\|2.77\|29.54\|31.45\|29.51\|77112;2026-06-11\|33.83\|10.02\|30.33\|33.83\|30.33\|53790;2026-06-12\|33.76\|-0.21\|35.12\|37.21\|33.76\|178626;2026-06-15\|34.26\|1.48\|33.40\|34.75\|32.50\|128622;2026-06-16\|35.62\|3.97\|34.06\|35.88\|33.50\|133892;2026-06-17\|39.18\|9.99\|34.70\|39.18\|34.43\|144277;2026-06-18\|43.10\|10.01\|39.20\|43.10\|38.16\|183728;2026-06-22\|41.80\|-3.02\|43.96\|44.98\|39.72\|199339;2026-06-23\|41.18\|-1.48\|40.93\|42.10\|39.88\|102119;2026-06-24\|45.30\|10.00\|39.77\|45.30\|38.98\|164078;2026-06-25\|47.76\|5.43\|47.22\|49.83\|47.01\|203695;2026-06-26\|51.02\|6.83\|48.18\|52.15\|48.00\|148592;2026-06-29\|53.65\|5.15\|50.93\|55.10\|50.03\|150397;2026-06-30\|51.26\|-4.45\|53.12\|55.79\|49.69\|165735;2026-07-01\|55.30\|7.88\|50.75\|56.39\|50.20\|197876;2026-07-02\|49.77\|-10.00\|54.55\|54.80\|49.77\|161199;2026-07-03\|48.21\|-3.13\|47.67\|50.59\|47.30\|124058;2026-07-06\|45.91\|-4.77\|47.66\|49.60\|45.54\|77596;2026-07-07\|44.17\|-3.79\|45.47\|46.37\|43.90\|67716;2026-07-08\|42.27\|-4.30\|44.26\|44.88\|41.40\|52771;2026-07-09\|42.99\|1.70\|43.12\|43.35\|40.95\|48068;2026-07-10\|40.75\|-5.21\|43.18\|44.55\|40.71\|66642
113939	长鑫存储过会	半导体洁净室+中国电子云增资+AI算力行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年6月9日深桑达A官微，公司作为中国电子信息产业建设主力军，深度参与半导体产业全链布局，旗下子公司承建华虹无锡FAB9B项目洁净室及一般机电系统工程等项目；据2025年年度报告，公司洁净室整体解决方案业务营收超398亿元，在电子信息行业中保持国内领先优势。 2、据2026年6月9日公告，公司拟与中国电子云公司其他股东同步增资，增资金额合计不超过10亿元，旨在推动其在专属云与人工智能解决方案领域的业务发展。 3、据2025年半年报，公司自主研发了专属云平台软件CECSTACK、服务器虚拟化软件CeaSphere、新一代超融合产品CeaCube以及存算一体机等核心产品，建立了基于云原生技术架构的完整云产品体系，为客户建设高安全算力基础设施，输出多元异构混合算力、先进存力和高效运载力。 4、据2025年年度报告，公司实控人为中国电子信息产业集团有限公司，隶属国务院国资委。	1、公司作为中国电子信息产业建设主力军，深度参与半导体产业全链布局，旗下子公司承建华虹无锡FAB9B项目洁净室及一般机电系统工程等项目； 2、数字基础设施和数据资源体系的建设者和运营商；公司与百川智能、智谱 AI、中科闻歌等国内头部大模型公司建立生态合作关系，从技术、算力、商业化、产业落地等层面深入合作，推动中国电子云可信智算战略落地实现	2026-03-03\|18.41\|-6.60\|19.71\|19.73\|18.39\|337730;2026-03-04\|18.12\|-1.58\|18.16\|18.50\|18.03\|182091;2026-03-05\|18.66\|2.98\|18.43\|18.85\|18.13\|217095;2026-03-06\|18.96\|1.61\|18.48\|19.20\|18.42\|198735;2026-03-09\|19.14\|0.95\|18.71\|19.27\|18.17\|241712;2026-03-10\|19.20\|0.31\|19.51\|20.29\|18.97\|313690;2026-03-11\|18.82\|-1.98\|19.20\|19.39\|18.80\|226069;2026-03-12\|18.59\|-1.22\|18.80\|19.04\|18.38\|175482;2026-03-13\|17.74\|-4.57\|18.46\|18.46\|17.70\|272293;2026-03-16\|17.62\|-0.68\|17.71\|17.72\|17.26\|136032;2026-03-17\|17.57\|-0.28\|17.70\|18.08\|17.45\|151438;2026-03-18\|18.09\|2.96\|17.56\|18.36\|17.41\|242555;2026-03-19\|18.96\|4.81\|17.70\|19.90\|17.66\|808758;2026-03-20\|18.13\|-4.38\|19.33\|19.45\|18.09\|476451;2026-03-23\|17.18\|-5.24\|17.80\|18.40\|17.05\|352156;2026-03-24\|18.15\|5.65\|17.42\|18.41\|16.94\|415889;2026-03-25\|18.42\|1.49\|18.17\|18.95\|18.17\|290329;2026-03-26\|18.43\|0.05\|18.37\|19.15\|18.33\|365996;2026-03-27\|18.76\|1.79\|18.27\|18.85\|18.16\|231896;2026-03-30\|19.07\|1.65\|18.40\|19.65\|17.88\|424469;2026-03-31\|18.06\|-5.30\|18.83\|19.13\|18.04\|321355;2026-04-01\|18.30\|1.33\|18.43\|18.56\|18.00\|238943;2026-04-02\|17.50\|-4.37\|18.11\|18.18\|17.40\|244527;2026-04-03\|17.14\|-2.06\|17.59\|17.62\|17.01\|159210;2026-04-07\|16.83\|-1.81\|17.18\|17.25\|16.66\|184394;2026-04-08\|18.30\|8.73\|17.45\|18.37\|17.32\|377276;2026-04-09\|17.68\|-3.39\|18.10\|18.21\|17.55\|202877;2026-04-10\|17.89\|1.19\|17.86\|18.32\|17.75\|214491;2026-04-13\|18.08\|1.06\|17.69\|18.30\|17.66\|145082;2026-04-14\|18.67\|3.26\|18.29\|19.13\|18.28\|345925;2026-04-15\|18.60\|-0.37\|18.59\|19.22\|18.40\|278348;2026-04-16\|19.02\|2.26\|18.61\|19.20\|18.61\|243636;2026-04-17\|18.55\|-2.47\|18.80\|18.96\|18.51\|201651;2026-04-20\|18.76\|1.13\|18.50\|19.04\|18.49\|161481;2026-04-21\|18.18\|-3.09\|18.59\|18.65\|18.03\|211169;2026-04-22\|18.43\|1.38\|18.25\|18.55\|18.00\|176632;2026-04-23\|18.32\|-0.60\|18.42\|18.63\|18.18\|152728;2026-04-24\|17.92\|-2.18\|18.19\|18.30\|17.65\|189241;2026-04-27\|17.98\|0.33\|17.76\|18.20\|17.50\|169371;2026-04-28\|17.87\|-0.61\|17.80\|18.18\|17.48\|195299;2026-04-29\|17.79\|-0.45\|17.89\|17.98\|17.68\|139835;2026-04-30\|17.34\|-2.53\|17.77\|17.83\|17.24\|198175;2026-05-06\|17.84\|2.88\|17.42\|18.18\|17.42\|288325;2026-05-07\|18.22\|2.13\|18.00\|18.32\|17.99\|184174;2026-05-08\|18.29\|0.38\|18.10\|18.47\|17.91\|166899;2026-05-11\|19.06\|4.21\|18.51\|19.26\|18.17\|419285;2026-05-12\|18.82\|-1.26\|19.00\|19.26\|18.70\|216025;2026-05-13\|19.25\|2.28\|18.65\|19.46\|18.62\|300378;2026-05-14\|18.35\|-4.68\|19.38\|19.45\|18.35\|246083;2026-05-15\|18.39\|0.22\|18.31\|18.74\|18.21\|209669;2026-05-18\|18.90\|2.77\|18.77\|19.33\|18.70\|310624;2026-05-19\|19.63\|3.86\|18.90\|19.96\|18.80\|377340;2026-05-20\|20.00\|1.88\|19.97\|21.35\|19.75\|522506;2026-05-21\|19.13\|-4.35\|20.18\|20.44\|19.04\|409826;2026-05-22\|19.19\|0.31\|19.25\|19.46\|18.50\|355022;2026-05-25\|18.90\|-1.51\|19.19\|19.26\|18.51\|264947;2026-05-26\|18.31\|-3.12\|18.77\|18.79\|17.87\|287253;2026-05-27\|17.45\|-4.70\|18.17\|18.43\|17.41\|259095;2026-05-28\|17.63\|1.03\|17.45\|17.73\|17.00\|287281;2026-05-29\|16.47\|-6.58\|17.63\|17.75\|16.33\|337106;2026-06-01\|16.49\|0.12\|16.47\|16.90\|16.34\|195611;2026-06-02\|16.04\|-2.73\|16.49\|16.60\|15.77\|205422;2026-06-03\|15.94\|-0.50\|15.97\|16.28\|15.81\|165300;2026-06-04\|16.36\|2.63\|15.89\|17.34\|15.66\|309954;2026-06-05\|15.90\|-2.81\|16.46\|16.48\|15.90\|229122;2026-06-08\|15.10\|-5.03\|15.49\|15.73\|14.96\|200907;2026-06-09\|15.54\|2.91\|15.33\|15.65\|15.15\|145870;2026-06-10\|15.64\|0.64\|15.43\|16.54\|15.35\|225518;2026-06-11\|17.20\|9.97\|15.80\|17.20\|15.46\|364211;2026-06-12\|18.92\|10.00\|17.40\|18.92\|16.60\|1055556;2026-06-15\|20.81\|9.99\|19.20\|20.81\|18.75\|1004809;2026-06-16\|22.89\|10.00\|21.47\|22.89\|20.99\|1010397;2026-06-17\|23.22\|1.44\|23.21\|23.72\|21.80\|1604795;2026-06-18\|24.60\|5.94\|23.35\|25.54\|23.23\|1473955;2026-06-22\|24.59\|-0.04\|24.46\|25.20\|23.90\|909448;2026-06-23\|23.04\|-6.30\|24.80\|24.80\|22.51\|835196;2026-06-24\|25.34\|9.98\|23.39\|25.34\|22.98\|1042993;2026-06-25\|25.68\|1.34\|26.48\|27.19\|24.50\|1103243;2026-06-26\|24.22\|-5.69\|25.39\|25.74\|24.17\|829466;2026-06-29\|24.08\|-0.58\|24.98\|25.22\|22.39\|856146;2026-06-30\|24.95\|3.61\|24.05\|25.48\|23.76\|686622;2026-07-01\|24.00\|-3.81\|25.19\|25.60\|23.82\|645627;2026-07-02\|21.90\|-8.75\|23.04\|23.52\|21.60\|685149;2026-07-03\|20.97\|-4.25\|21.63\|22.10\|20.87\|496027;2026-07-06\|21.28\|1.48\|20.97\|21.68\|20.05\|575923;2026-07-07\|21.36\|0.38\|21.46\|22.39\|20.82\|602638;2026-07-08\|21.04\|-1.50\|21.70\|22.00\|20.43\|469756;2026-07-09\|22.42\|6.56\|21.50\|23.14\|21.50\|916185;2026-07-10\|21.68\|-3.30\|22.10\|23.50\|21.66\|697951
113938	长鑫存储过会	半导体材料+高纯四氯化硅+光纤概念+锂电池行业原因：华泰证券指出，存储行业正快速增长，伴随当前晶圆厂、存储企业等扩产，以及芯片向新型存储技术、先进制程、先进封装等发展，全球半导体材料市场有望迎来快速增长。公司原因： 1、据2026年5月22日互动易，公司电子级HMDS是光刻工艺中硅衬底晶圆增粘、疏水处理的必需化学试剂，已实现稳定规模出货，广泛应用于半导体及平板显示领域。公司电子级六甲基二硅氮烷产品已向国内外多家半导体及面板显示领域头部客户稳定供应，并在部分应用端成功实现进口替代。 2、据2026年6月8日互动易，公司高纯四氯化硅、硅酸乙酯产品是光纤预制棒生产的主要原料，公司将持续深耕电子级化学品领域，积极拓展包括光纤在内的各类应用场景。 3、据2025年8月11日互动易，公司与锂电池电解液头部企业保持长期稳定合作，相关产品在提高锂电池技术指标方面发挥关键作用。	公司专业从事有机硅精细化学品的研产销，配套用于平板显示、电子、半导体、芯片等相关领域的电子级六甲基二硅氮烷产品，已向国内多家半导体客户提供产品服务，并在部分主要应用端实现进口产品的替代	2026-03-03\|20.84\|-3.07\|21.52\|21.60\|20.00\|169607;2026-03-04\|19.20\|-7.87\|21.00\|21.05\|18.76\|226210;2026-03-05\|20.01\|4.22\|19.44\|21.12\|19.08\|308810;2026-03-06\|19.19\|-4.10\|19.51\|20.14\|18.82\|240014;2026-03-09\|19.96\|4.01\|19.30\|20.29\|18.83\|154047;2026-03-10\|19.70\|-1.30\|20.12\|20.12\|19.02\|144383;2026-03-11\|18.49\|-6.14\|19.55\|21.21\|18.37\|346618;2026-03-12\|17.61\|-4.76\|18.31\|18.39\|17.15\|235816;2026-03-13\|16.89\|-4.09\|17.30\|17.46\|16.88\|131350;2026-03-16\|17.11\|1.30\|16.80\|17.11\|16.66\|66840;2026-03-17\|16.50\|-3.57\|17.14\|17.18\|16.48\|77487;2026-03-18\|16.68\|1.09\|16.48\|16.70\|16.24\|50615;2026-03-19\|16.05\|-3.78\|16.40\|16.44\|15.96\|54406;2026-03-20\|15.82\|-1.43\|16.01\|16.23\|15.70\|40956;2026-03-23\|14.83\|-6.26\|15.56\|15.57\|14.74\|59007;2026-03-24\|15.28\|3.03\|15.20\|15.29\|14.83\|44706;2026-03-25\|15.59\|2.03\|15.35\|15.73\|15.23\|42045;2026-03-26\|15.34\|-1.60\|15.51\|15.74\|15.30\|35703;2026-03-27\|15.78\|2.87\|15.11\|15.87\|15.11\|49164;2026-03-30\|15.76\|-0.13\|15.52\|15.80\|15.50\|34433;2026-03-31\|15.48\|-1.78\|15.76\|15.86\|15.43\|30349;2026-04-01\|15.73\|1.61\|15.91\|15.92\|15.56\|24708;2026-04-02\|15.48\|-1.59\|15.62\|15.76\|15.40\|26680;2026-04-03\|15.07\|-2.65\|15.42\|15.57\|15.04\|27860;2026-04-07\|15.86\|5.24\|15.26\|15.92\|15.20\|51989;2026-04-08\|16.15\|1.83\|15.95\|16.25\|15.82\|55750;2026-04-09\|15.88\|-1.67\|15.97\|16.06\|15.77\|31139;2026-04-10\|16.06\|1.13\|15.98\|16.21\|15.97\|34387;2026-04-13\|16.05\|-0.06\|16.00\|16.12\|15.84\|29186;2026-04-14\|16.07\|0.12\|16.05\|16.11\|15.88\|26629;2026-04-15\|15.89\|-1.12\|16.15\|16.17\|15.85\|26056;2026-04-16\|16.07\|1.13\|16.07\|16.12\|15.91\|28935;2026-04-17\|16.11\|0.25\|16.04\|16.15\|15.90\|28406;2026-04-20\|16.24\|0.81\|16.06\|16.26\|16.00\|30914;2026-04-21\|16.56\|1.97\|16.20\|16.59\|15.95\|53719;2026-04-22\|16.73\|1.03\|16.58\|17.00\|16.43\|66717;2026-04-23\|16.32\|-2.45\|16.68\|16.75\|16.31\|42867;2026-04-24\|16.52\|1.23\|16.25\|16.66\|16.25\|43471;2026-04-27\|16.88\|2.18\|16.77\|17.24\|16.58\|60790;2026-04-28\|16.64\|-1.42\|16.77\|17.00\|16.50\|38698;2026-04-29\|17.46\|4.93\|17.00\|17.59\|17.00\|93730;2026-04-30\|17.68\|1.26\|17.45\|17.81\|17.32\|57710;2026-05-06\|18.39\|4.02\|17.84\|18.63\|17.83\|106676;2026-05-07\|18.82\|2.34\|18.46\|19.18\|18.29\|107091;2026-05-08\|18.55\|-1.43\|18.64\|18.83\|18.45\|66036;2026-05-11\|18.62\|0.38\|18.70\|18.85\|18.52\|56447;2026-05-12\|18.26\|-1.93\|18.63\|18.64\|18.03\|82949;2026-05-13\|18.80\|2.96\|18.10\|19.13\|18.00\|75854;2026-05-14\|19.09\|1.54\|18.81\|19.34\|18.67\|87402;2026-05-15\|19.51\|2.20\|19.08\|19.88\|19.06\|101171;2026-05-18\|19.67\|0.82\|19.52\|19.88\|19.11\|77358;2026-05-19\|20.16\|2.49\|19.50\|20.28\|19.47\|74365;2026-05-20\|20.35\|0.94\|20.00\|20.37\|19.82\|67045;2026-05-21\|19.70\|-3.19\|20.15\|21.07\|19.50\|131794;2026-05-22\|19.81\|0.56\|19.70\|20.20\|19.20\|114655;2026-05-25\|20.08\|1.36\|19.84\|20.39\|19.65\|82141;2026-05-26\|19.57\|-2.54\|19.88\|19.88\|19.32\|70973;2026-05-27\|18.89\|-3.47\|19.55\|19.76\|18.80\|78362;2026-05-28\|19.26\|1.96\|18.81\|19.37\|18.55\|48462;2026-05-29\|17.85\|-7.32\|19.14\|19.50\|17.79\|74233;2026-06-01\|18.20\|1.96\|17.80\|18.70\|17.43\|67800;2026-06-02\|18.40\|1.10\|18.19\|18.55\|17.68\|47382;2026-06-03\|19.48\|5.87\|18.40\|20.22\|18.39\|112414;2026-06-04\|19.70\|1.13\|19.10\|19.93\|19.10\|94300;2026-06-05\|19.84\|0.71\|19.55\|20.23\|19.27\|76959;2026-06-08\|19.62\|-1.11\|19.39\|20.34\|19.08\|81334;2026-06-09\|20.76\|5.81\|19.63\|20.86\|19.63\|117980;2026-06-10\|22.84\|10.02\|20.61\|22.84\|20.50\|112183;2026-06-11\|25.12\|9.98\|23.50\|25.12\|23.45\|378590;2026-06-12\|22.61\|-9.99\|23.80\|24.88\|22.61\|311251;2026-06-15\|22.33\|-1.24\|21.60\|22.60\|21.50\|249359;2026-06-16\|23.22\|3.99\|22.19\|23.50\|21.81\|248721;2026-06-17\|24.86\|7.06\|22.73\|24.92\|22.51\|273890;2026-06-18\|23.06\|-7.24\|24.00\|24.01\|22.37\|215853;2026-06-22\|21.84\|-5.29\|22.88\|22.88\|21.28\|223594;2026-06-23\|21.05\|-3.62\|21.88\|22.10\|20.84\|143376;2026-06-24\|22.80\|8.31\|20.73\|23.16\|20.41\|238493;2026-06-25\|23.04\|1.05\|22.52\|23.35\|22.52\|180654;2026-06-26\|25.34\|9.98\|23.02\|25.34\|22.66\|209512;2026-06-29\|27.87\|9.98\|26.00\|27.87\|25.30\|332146;2026-06-30\|28.58\|2.55\|26.60\|30.60\|26.31\|354314;2026-07-01\|30.23\|5.77\|27.85\|30.99\|27.76\|298860;2026-07-02\|28.76\|-4.86\|28.63\|30.97\|27.21\|274167;2026-07-03\|26.88\|-6.54\|28.48\|29.00\|26.78\|224905;2026-07-06\|29.57\|10.01\|27.48\|29.57\|27.09\|124721;2026-07-07\|27.20\|-8.01\|30.00\|30.06\|26.91\|258812;2026-07-08\|25.69\|-5.55\|27.19\|27.30\|25.52\|173422;2026-07-09\|25.71\|0.08\|25.66\|26.47\|24.78\|160467;2026-07-10\|28.28\|10.00\|26.80\|28.28\|26.47\|106748
113937	长鑫存储过会	半导体封装材料+引线框架满产+回购行业原因：美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月25日互动易，公司国内首创引线框架局部电镀及点镀技术，产品性能指标达到国际先进水平，打破了高端引线框架长期被国外垄断的局面，当前引线框架产能持续处于满负荷状态，产能利用率维持高位。 2、据2026年6月29日投资者关系活动记录表，公司引线框架产品去年营收达13.22亿元，约占国内市场份额9%，市场可拓空间广阔；新建年产1500亿只高密度高可靠性集成电路引线框架生产线项目处于厂房主体工程建设期，投产后将扩大高端产品市场占有率。 3、据2026年6月2日公告，公司拟以集中竞价方式回购公司股份，回购资金总额不低于8000万元且不超过13000万元，回购价格不超过34.5元/股，用于后续员工持股计划或股权激励。	公司主营引线框架、键合丝等半导体封装材料	2026-03-03\|22.22\|-1.86\|22.75\|24.15\|22.20\|462697;2026-03-04\|22.23\|0.04\|21.82\|22.79\|21.82\|251924;2026-03-05\|22.25\|0.09\|22.73\|22.87\|22.12\|247293;2026-03-06\|22.00\|-1.12\|21.23\|22.18\|21.21\|273953;2026-03-09\|21.81\|-0.86\|21.40\|21.96\|20.91\|224327;2026-03-10\|22.39\|2.66\|22.20\|22.46\|21.95\|204418;2026-03-11\|21.95\|-1.97\|22.33\|22.65\|21.88\|171350;2026-03-12\|21.40\|-2.51\|21.85\|22.01\|21.20\|140991;2026-03-13\|21.32\|-0.37\|21.20\|21.66\|20.92\|144548;2026-03-16\|22.37\|4.92\|21.32\|22.59\|21.16\|410570;2026-03-17\|22.56\|0.85\|22.36\|22.99\|22.18\|441604;2026-03-18\|22.78\|0.98\|22.70\|22.83\|22.19\|372614;2026-03-19\|22.43\|-1.54\|22.11\|22.97\|21.78\|309790;2026-03-20\|21.33\|-4.90\|22.60\|22.64\|21.30\|267657;2026-03-23\|19.91\|-6.66\|20.88\|20.99\|19.70\|283468;2026-03-24\|20.33\|2.11\|20.30\|20.43\|19.52\|212274;2026-03-25\|20.72\|1.92\|20.43\|21.06\|20.39\|202613;2026-03-26\|19.95\|-3.72\|20.60\|20.61\|19.86\|142987;2026-03-27\|20.27\|1.60\|19.45\|20.45\|19.28\|143519;2026-03-30\|20.85\|2.86\|19.90\|20.98\|19.71\|160323;2026-03-31\|20.04\|-3.88\|20.85\|20.89\|19.93\|176171;2026-04-01\|20.38\|1.70\|20.63\|20.72\|20.22\|117190;2026-04-02\|19.68\|-3.43\|20.33\|20.43\|19.50\|130489;2026-04-03\|19.19\|-2.49\|19.78\|19.87\|19.10\|106912;2026-04-07\|21.11\|10.01\|19.36\|21.11\|19.36\|288547;2026-04-08\|21.93\|3.88\|22.16\|22.36\|21.27\|570370;2026-04-09\|21.68\|-1.14\|21.49\|21.89\|21.43\|377573;2026-04-10\|21.67\|-0.05\|21.93\|22.10\|21.60\|326014;2026-04-13\|21.44\|-1.06\|21.29\|21.67\|21.29\|194070;2026-04-14\|21.71\|1.26\|21.84\|21.90\|21.46\|273974;2026-04-15\|21.71\|0.00\|21.75\|22.30\|21.53\|340218;2026-04-16\|22.58\|4.01\|21.81\|22.58\|21.50\|478314;2026-04-17\|23.45\|3.85\|22.50\|23.60\|22.36\|642694;2026-04-20\|22.15\|-5.54\|22.10\|22.45\|21.67\|600468;2026-04-21\|21.74\|-1.85\|21.88\|21.93\|21.44\|285032;2026-04-22\|21.76\|0.09\|21.69\|21.98\|21.60\|268703;2026-04-23\|20.63\|-5.19\|21.96\|21.97\|20.55\|337688;2026-04-24\|20.64\|0.05\|20.61\|21.09\|20.59\|189403;2026-04-27\|21.01\|1.79\|20.81\|21.14\|20.69\|197630;2026-04-28\|20.71\|-1.43\|20.98\|21.19\|20.27\|193686;2026-04-29\|20.80\|0.43\|20.32\|20.87\|20.32\|156835;2026-04-30\|21.01\|1.01\|20.95\|21.17\|20.77\|192692;2026-05-06\|22.00\|4.71\|21.49\|22.00\|21.40\|368717;2026-05-07\|22.38\|1.73\|22.04\|22.44\|21.80\|373853;2026-05-08\|22.10\|-1.07\|21.80\|22.10\|21.75\|238679;2026-05-11\|23.29\|5.38\|22.49\|23.35\|22.32\|538232;2026-05-12\|22.83\|-1.98\|23.06\|23.15\|22.47\|363002;2026-05-13\|23.49\|2.89\|22.22\|23.61\|22.02\|432470;2026-05-14\|22.70\|-3.36\|23.65\|23.73\|22.70\|323633;2026-05-15\|23.24\|2.38\|22.95\|23.90\|22.55\|492100;2026-05-18\|23.24\|0.00\|23.20\|23.76\|22.71\|360092;2026-05-19\|24.48\|5.34\|22.87\|24.50\|22.58\|581326;2026-05-20\|24.07\|-1.67\|24.14\|25.28\|24.00\|601453;2026-05-21\|22.73\|-5.57\|24.51\|24.80\|22.69\|564641;2026-05-22\|23.53\|3.52\|23.10\|23.83\|22.45\|387446;2026-05-25\|25.16\|6.93\|23.83\|25.30\|23.53\|595436;2026-05-26\|25.31\|0.60\|25.88\|25.88\|24.52\|632223;2026-05-27\|25.76\|1.78\|25.32\|26.75\|24.90\|675538;2026-05-28\|25.55\|-0.82\|24.90\|26.40\|23.66\|611016;2026-05-29\|23.00\|-9.98\|25.55\|25.70\|23.00\|489498;2026-06-01\|21.45\|-6.74\|22.30\|23.15\|21.40\|392679;2026-06-02\|21.93\|2.24\|21.82\|22.44\|21.30\|301631;2026-06-03\|24.11\|9.94\|21.89\|24.12\|21.81\|467236;2026-06-04\|24.50\|1.62\|23.38\|24.79\|23.38\|544448;2026-06-05\|24.83\|1.35\|24.30\|25.58\|23.92\|490655;2026-06-08\|24.19\|-2.58\|23.40\|24.80\|23.25\|301713;2026-06-09\|25.78\|6.57\|24.83\|26.13\|24.25\|500042;2026-06-10\|28.36\|10.01\|26.08\|28.36\|25.60\|514702;2026-06-11\|31.20\|10.01\|29.00\|31.20\|29.00\|547003;2026-06-12\|31.96\|2.44\|34.30\|34.32\|31.22\|1439260;2026-06-15\|33.76\|5.63\|32.01\|34.15\|30.00\|883598;2026-06-16\|33.26\|-1.48\|33.30\|33.75\|31.39\|901690;2026-06-17\|33.17\|-0.27\|31.80\|34.15\|31.60\|849892;2026-06-18\|34.51\|4.04\|32.65\|35.42\|32.58\|853271;2026-06-22\|34.28\|-0.67\|34.40\|34.57\|32.87\|734006;2026-06-23\|32.30\|-5.78\|33.50\|34.25\|32.01\|556397;2026-06-24\|32.53\|0.71\|32.30\|32.99\|30.93\|558989;2026-06-25\|33.65\|3.44\|33.10\|35.00\|32.67\|791199;2026-06-26\|37.02\|10.01\|32.66\|37.02\|32.50\|868387;2026-06-29\|36.29\|-1.97\|37.93\|39.48\|33.32\|1247173;2026-06-30\|39.92\|10.00\|35.82\|39.92\|34.01\|954866;2026-07-01\|40.20\|0.70\|40.50\|41.59\|38.78\|906945;2026-07-02\|38.48\|-4.28\|37.56\|41.80\|36.18\|901047;2026-07-03\|39.04\|1.46\|37.38\|40.78\|36.18\|837022;2026-07-06\|35.14\|-9.99\|39.70\|40.40\|35.14\|770706;2026-07-07\|34.98\|-0.46\|35.14\|36.38\|33.83\|617313;2026-07-08\|32.95\|-5.80\|34.53\|35.31\|31.80\|564246;2026-07-09\|34.85\|5.77\|33.54\|35.00\|32.95\|455788;2026-07-10\|32.23\|-7.52\|35.23\|36.76\|32.20\|592479
113936	SK海力士尝试“以钼代钨”，助力NAND性能提升	磷化铟扩产+AI光通信+锗业龙头行业原因： 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1日互动易，公司于2026年4月实施“高品质磷化铟单晶片建设项目”，计划将磷化铟晶片产能从15万片/年扩至45万片/年；据2026年5月27日投资者关系活动记录表，近期光通信市场景气度提升，下游对磷化铟晶片需求快速增长，价格有所上涨。 2、据2025年年报，公司集锗矿开采、精深加工于一体，锗产品产销量全国第一，是国内最大的锗系列产品生产商和供应商；据东吴证券2026年6月9日研报，公司是国内唯一集锗矿采选、精深加工、半导体材料研发为一体的国家高新技术企业，首次覆盖给予“买入”评级。 3、据2026年6月18日互动易，受上游原材料价格上涨影响，公司光纤级四氯化锗产品价格相应有所上涨。	1、公司作为磷化铟衬底龙头，产能为15万片/年（2—4英寸）； 2、公司“空间太阳能电池用锗晶片建设项目”2025年末将形成年产125万片产能，最终达250万片，锗晶片主要用于空间卫星、空间站等深空设备的空间卫星电池，直接配套商业航天需求	2026-03-03\|43.90\|-3.90\|47.81\|48.83\|43.41\|1272086;2026-03-04\|44.45\|1.25\|42.63\|46.25\|41.74\|826724;2026-03-05\|44.19\|-0.58\|45.30\|45.88\|43.61\|673168;2026-03-06\|43.19\|-2.26\|44.43\|44.96\|42.90\|453404;2026-03-09\|42.72\|-1.09\|41.46\|43.00\|39.41\|548960;2026-03-10\|44.62\|4.45\|43.46\|45.20\|42.51\|516097;2026-03-11\|46.00\|3.09\|46.30\|49.00\|45.50\|844795;2026-03-12\|45.17\|-1.80\|46.01\|47.30\|44.05\|520589;2026-03-13\|43.36\|-4.01\|44.78\|46.30\|43.15\|459826;2026-03-16\|42.95\|-0.95\|43.77\|44.97\|41.68\|465932;2026-03-17\|40.14\|-6.54\|42.80\|42.85\|40.00\|431846;2026-03-18\|40.75\|1.52\|40.11\|41.36\|39.84\|288816;2026-03-19\|39.51\|-3.04\|39.99\|40.73\|38.86\|345324;2026-03-20\|43.46\|10.00\|43.45\|43.46\|43.45\|193417;2026-03-23\|40.60\|-6.58\|43.00\|44.50\|40.06\|821138;2026-03-24\|44.66\|10.00\|43.70\|44.66\|41.21\|837439;2026-03-25\|48.43\|8.44\|48.00\|49.13\|46.81\|1281353;2026-03-26\|46.69\|-3.59\|48.20\|48.64\|46.09\|764850;2026-03-27\|51.36\|10.00\|44.88\|51.36\|44.88\|795091;2026-03-30\|52.35\|1.93\|51.36\|54.30\|50.20\|1072667;2026-03-31\|48.91\|-6.57\|52.00\|52.80\|48.01\|923067;2026-04-01\|49.90\|2.02\|51.21\|51.51\|48.11\|751465;2026-04-02\|47.50\|-4.81\|48.01\|49.61\|46.11\|698628;2026-04-03\|51.71\|8.86\|49.06\|52.25\|49.06\|1086970;2026-04-07\|52.76\|2.03\|51.91\|54.75\|51.08\|883665;2026-04-08\|54.25\|2.82\|54.00\|55.03\|52.03\|1067489;2026-04-09\|55.59\|2.47\|53.80\|56.70\|53.35\|925942;2026-04-10\|56.79\|2.16\|58.29\|59.50\|53.65\|1192132;2026-04-13\|55.13\|-2.92\|57.11\|57.39\|54.16\|811038;2026-04-14\|58.88\|6.80\|56.00\|60.64\|54.56\|1165598;2026-04-15\|57.15\|-2.94\|59.71\|59.85\|56.70\|793630;2026-04-16\|56.36\|-1.38\|56.27\|57.40\|55.51\|646704;2026-04-17\|62.00\|10.01\|60.53\|62.00\|59.07\|1005293;2026-04-20\|68.20\|10.00\|63.86\|68.20\|63.68\|1157818;2026-04-21\|68.40\|0.29\|68.32\|70.48\|66.74\|1180937;2026-04-22\|75.24\|10.00\|68.53\|75.24\|68.53\|714571;2026-04-23\|76.88\|2.18\|76.29\|82.76\|74.70\|1667523;2026-04-24\|77.12\|0.31\|76.07\|81.30\|73.40\|1371497;2026-04-27\|72.80\|-5.60\|76.93\|77.95\|72.52\|1169710;2026-04-28\|69.68\|-4.29\|72.60\|73.00\|68.89\|882710;2026-04-29\|69.22\|-0.66\|68.61\|70.33\|68.12\|737225;2026-04-30\|70.01\|1.14\|68.72\|72.12\|68.72\|1031240;2026-05-06\|77.01\|10.00\|75.00\|77.01\|73.43\|1206247;2026-05-07\|80.20\|4.14\|77.01\|81.49\|75.21\|1056903;2026-05-08\|86.07\|7.32\|79.77\|88.22\|79.50\|1129068;2026-05-11\|92.20\|7.12\|88.50\|92.28\|86.60\|1109828;2026-05-12\|101.42\|10.00\|91.28\|101.42\|88.99\|1127451;2026-05-13\|101.51\|0.09\|100.00\|105.10\|97.10\|1078579;2026-05-14\|97.20\|-4.25\|100.00\|105.17\|97.00\|1001161;2026-05-15\|90.33\|-7.07\|96.02\|97.28\|88.86\|1186091;2026-05-18\|91.44\|1.23\|90.00\|96.10\|89.99\|874666;2026-05-19\|90.59\|-0.93\|90.16\|90.85\|85.33\|793117;2026-05-20\|91.00\|0.45\|89.69\|95.55\|88.74\|1029894;2026-05-21\|83.80\|-7.91\|92.54\|92.54\|83.35\|958975;2026-05-22\|87.10\|3.94\|86.11\|87.95\|84.22\|825636;2026-05-25\|89.40\|2.64\|90.52\|91.94\|88.04\|783303;2026-05-26\|83.10\|-7.05\|89.00\|89.40\|81.58\|858242;2026-05-27\|81.68\|-1.71\|81.85\|85.77\|80.13\|819809;2026-05-28\|89.85\|10.00\|81.01\|89.85\|79.45\|903080;2026-05-29\|91.18\|1.48\|95.10\|97.00\|89.05\|1274878;2026-06-01\|82.06\|-10.00\|87.27\|88.88\|82.06\|948090;2026-06-02\|86.37\|5.25\|81.74\|88.14\|78.25\|1077313;2026-06-03\|88.99\|3.03\|87.56\|92.81\|86.50\|1080145;2026-06-04\|88.61\|-0.43\|85.00\|89.66\|84.28\|687087;2026-06-05\|85.50\|-3.51\|87.04\|92.49\|85.20\|818614;2026-06-08\|78.64\|-8.02\|78.00\|84.50\|78.00\|707055;2026-06-09\|84.67\|7.67\|81.00\|85.25\|78.80\|673082;2026-06-10\|80.22\|-5.26\|81.69\|83.20\|79.08\|572234;2026-06-11\|88.24\|10.00\|81.60\|88.24\|81.05\|1305523;2026-06-12\|92.26\|4.56\|89.50\|93.39\|87.00\|1305378;2026-06-15\|101.49\|10.00\|95.00\|101.49\|93.00\|982061;2026-06-16\|101.20\|-0.29\|103.33\|108.66\|100.00\|1446213;2026-06-17\|99.26\|-1.92\|97.97\|100.30\|96.12\|1003182;2026-06-18\|100.44\|1.19\|99.26\|103.80\|97.00\|933649;2026-06-22\|110.48\|10.00\|106.95\|110.48\|105.40\|352573;2026-06-23\|111.90\|1.29\|119.24\|120.00\|108.50\|1301282;2026-06-24\|123.09\|10.00\|109.06\|123.09\|106.01\|1210272;2026-06-25\|130.10\|5.70\|124.55\|132.88\|123.09\|949093;2026-06-26\|120.48\|-7.39\|127.50\|132.86\|118.54\|992625;2026-06-29\|124.00\|2.92\|120.50\|124.88\|111.97\|965092;2026-06-30\|120.18\|-3.08\|120.00\|123.38\|113.61\|751276;2026-07-01\|114.85\|-4.43\|120.00\|122.90\|113.50\|757242;2026-07-02\|106.90\|-6.92\|108.22\|114.50\|106.12\|700677;2026-07-03\|105.07\|-1.70\|105.58\|109.00\|101.60\|560737;2026-07-06\|105.31\|0.23\|107.77\|109.60\|102.30\|572998;2026-07-07\|110.00\|4.45\|105.48\|110.77\|104.55\|657784;2026-07-08\|99.00\|-10.00\|107.00\|109.66\|99.00\|653992;2026-07-09\|102.98\|4.02\|100.05\|104.50\|92.16\|885627;2026-07-10\|100.26\|-2.64\|103.00\|106.89\|100.00\|777161
113935	SK海力士尝试“以钼代钨”，助力NAND性能提升	六氟化钨+钨产业链+一季报增长行业原因： 1、据每日经济新闻6月10日报道，芯片关键材料六氟化钨价格较去年同期暴涨232.7%，韩国核心供应商已通知三星等巨头2026年大幅涨价70%-90%。 2、据中钨在线6月8日消息，钨精矿与仲钨酸铵价格坚挺上行，矿端与冶炼厂惜售挺市态度明显，供给侧资源量相对有限，持货商控制出货节奏，对钨市形成提振。公司原因： 1、据证券时报网2026年6月10日报道，六氟化钨因AI驱动的HBM及3D NAND需求激增，供给趋紧，章源钨业作为上游钨粉生产企业被列入六氟化钨概念股，年内涨幅已达115%。 2、据2025年年度报告，公司主要从事钨矿山资源开发利用及以钨为原料的仲钨酸铵、钨粉、碳化钨粉、硬质合金、高强度钨丝等产品的生产销售，构建了上游勘探采选、中游冶炼制粉、下游精深加工的一体化生产体系，是国内具备完整钨产业链的企业之一。 3、据2026年4月28日一季报，公司2026年一季度实现营收26.31亿元，同比增长121.76%，归母净利润3.81亿元，同比增长795.78%，主因钨原料价格大幅上涨带动产品售价及毛利率显著提升。	1、最大的钨冶炼产品加工企业及最大的钨粉、碳化钨粉生产基地之一；公司钨粉产量排名第一，碳化钨粉产量排名第二；一季度净利润暴增近800%； 2、公司与中国南方稀土集团有限公司等共同出资设立江西泰斯特新材料测试评价中心有限公司，经营范围包括稀土产品	2026-03-03\|41.63\|-5.26\|43.85\|46.20\|41.10\|1448855;2026-03-04\|44.98\|8.05\|38.53\|45.79\|38.53\|1568822;2026-03-05\|41.80\|-7.07\|45.88\|46.00\|41.10\|1276239;2026-03-06\|44.70\|6.94\|43.43\|45.98\|43.13\|1394767;2026-03-09\|44.91\|0.47\|44.48\|45.88\|42.20\|1289629;2026-03-10\|44.89\|-0.04\|45.50\|45.80\|41.36\|1230008;2026-03-11\|43.89\|-2.23\|47.12\|48.42\|43.00\|1388257;2026-03-12\|41.02\|-6.54\|43.80\|44.20\|40.11\|1190889;2026-03-13\|36.92\|-10.00\|39.90\|40.10\|36.92\|1222503;2026-03-16\|36.66\|-0.70\|35.68\|37.12\|35.17\|940353;2026-03-17\|36.10\|-1.53\|36.14\|38.02\|36.08\|768504;2026-03-18\|36.88\|2.16\|37.10\|37.66\|36.11\|663615;2026-03-19\|34.49\|-6.48\|36.00\|36.10\|34.16\|779704;2026-03-20\|33.73\|-2.20\|35.04\|35.33\|33.60\|498114;2026-03-23\|31.83\|-5.63\|33.31\|33.84\|31.45\|601513;2026-03-24\|32.59\|2.39\|32.40\|32.65\|30.96\|639404;2026-03-25\|32.13\|-1.41\|32.76\|33.19\|31.70\|813963;2026-03-26\|30.59\|-4.79\|32.12\|32.50\|30.06\|620786;2026-03-27\|32.44\|6.05\|30.08\|33.09\|30.07\|1056647;2026-03-30\|32.22\|-0.68\|32.66\|32.88\|31.30\|664082;2026-03-31\|31.31\|-2.82\|32.49\|32.70\|31.14\|471835;2026-04-01\|31.49\|0.57\|32.12\|32.18\|31.12\|392937;2026-04-02\|30.41\|-3.43\|31.44\|31.44\|30.00\|364237;2026-04-03\|29.80\|-2.01\|30.42\|30.98\|29.72\|236109;2026-04-07\|31.13\|4.46\|30.18\|31.93\|29.87\|505419;2026-04-08\|32.14\|3.24\|32.00\|32.23\|31.40\|703432;2026-04-09\|31.95\|-0.59\|31.65\|32.38\|31.46\|441791;2026-04-10\|31.48\|-1.47\|32.50\|32.60\|31.01\|390086;2026-04-13\|31.65\|0.54\|31.48\|32.18\|31.03\|365447;2026-04-14\|31.78\|0.41\|32.03\|32.44\|31.38\|484406;2026-04-15\|30.14\|-5.16\|32.28\|32.29\|30.02\|613664;2026-04-16\|32.39\|7.47\|30.38\|33.08\|29.73\|1104115;2026-04-17\|32.55\|0.49\|32.39\|33.80\|31.95\|1071165;2026-04-20\|33.50\|2.92\|32.57\|34.19\|32.57\|970654;2026-04-21\|32.51\|-2.96\|33.12\|33.21\|31.85\|637171;2026-04-22\|33.53\|3.14\|32.17\|34.49\|31.56\|893935;2026-04-23\|31.37\|-6.44\|33.54\|33.65\|30.81\|922208;2026-04-24\|30.80\|-1.82\|30.97\|31.40\|30.01\|510610;2026-04-27\|29.33\|-4.77\|30.41\|30.50\|28.90\|550753;2026-04-28\|29.93\|2.05\|30.50\|31.30\|29.55\|773658;2026-04-29\|32.92\|9.99\|29.90\|32.92\|29.90\|1115389;2026-04-30\|33.86\|2.86\|32.80\|34.73\|32.35\|1362026;2026-05-06\|34.61\|2.21\|33.80\|34.88\|32.69\|1188123;2026-05-07\|34.54\|-0.20\|34.69\|35.88\|34.16\|1057205;2026-05-08\|33.58\|-2.78\|33.66\|34.17\|33.01\|756344;2026-05-11\|33.29\|-0.86\|33.57\|33.95\|32.91\|683395;2026-05-12\|32.11\|-3.54\|33.56\|33.66\|31.70\|608049;2026-05-13\|33.83\|5.36\|31.90\|34.45\|31.81\|902899;2026-05-14\|31.71\|-6.27\|33.30\|33.77\|31.66\|666432;2026-05-15\|30.26\|-4.57\|31.51\|31.64\|30.03\|534265;2026-05-18\|29.95\|-1.02\|30.09\|30.82\|29.77\|389847;2026-05-19\|28.32\|-5.44\|29.95\|30.00\|27.76\|549451;2026-05-20\|28.26\|-0.21\|28.01\|28.69\|27.20\|450472;2026-05-21\|28.10\|-0.57\|28.43\|29.80\|28.00\|565496;2026-05-22\|29.05\|3.38\|28.11\|29.28\|28.01\|469833;2026-05-25\|28.50\|-1.89\|29.45\|29.87\|28.31\|358579;2026-05-26\|29.16\|2.32\|28.15\|29.45\|27.60\|471755;2026-05-27\|27.82\|-4.60\|29.38\|29.38\|27.51\|389569;2026-05-28\|28.56\|2.66\|27.55\|29.05\|27.43\|389550;2026-05-29\|28.93\|1.30\|28.81\|30.23\|27.87\|658456;2026-06-01\|29.07\|0.48\|29.41\|31.14\|28.83\|603967;2026-06-02\|29.47\|1.38\|29.07\|29.59\|27.69\|584571;2026-06-03\|30.84\|4.65\|29.43\|31.42\|28.79\|994635;2026-06-04\|31.03\|0.62\|30.45\|31.22\|29.60\|752302;2026-06-05\|29.69\|-4.32\|30.48\|31.40\|29.53\|619193;2026-06-08\|30.10\|1.38\|28.60\|31.58\|28.51\|761834;2026-06-09\|30.41\|1.03\|30.15\|30.90\|29.10\|679217;2026-06-10\|30.57\|0.53\|29.79\|31.32\|29.30\|695468;2026-06-11\|33.63\|10.01\|30.90\|33.63\|30.80\|1243382;2026-06-12\|34.64\|3.00\|35.00\|36.66\|32.87\|2018470;2026-06-15\|37.40\|7.97\|34.73\|37.88\|34.25\|1659847;2026-06-16\|37.88\|1.28\|36.32\|39.88\|36.01\|1463021;2026-06-17\|34.88\|-7.92\|36.85\|37.30\|34.73\|1261219;2026-06-18\|37.11\|6.39\|34.06\|37.81\|33.63\|1414618;2026-06-22\|40.52\|9.19\|37.50\|40.80\|37.20\|1532931;2026-06-23\|36.47\|-10.00\|40.00\|40.00\|36.47\|1008839;2026-06-24\|37.01\|1.48\|35.30\|37.89\|33.77\|983568;2026-06-25\|38.50\|4.03\|36.31\|38.60\|35.58\|1009105;2026-06-26\|36.19\|-5.71\|38.00\|38.99\|35.81\|780747;2026-06-29\|34.00\|-6.05\|35.62\|36.36\|33.23\|699976;2026-06-30\|33.48\|-1.53\|33.30\|34.25\|32.82\|610309;2026-07-01\|32.90\|-1.73\|33.96\|34.39\|32.58\|616960;2026-07-02\|35.43\|7.69\|32.30\|36.19\|31.82\|1230972;2026-07-03\|32.82\|-7.37\|35.30\|35.35\|32.70\|901397;2026-07-06\|30.37\|-7.46\|32.78\|33.58\|30.35\|676751;2026-07-07\|28.99\|-4.54\|30.34\|30.56\|28.75\|442171;2026-07-08\|27.67\|-4.55\|28.98\|29.30\|27.65\|382242;2026-07-09\|27.87\|0.72\|27.84\|28.20\|26.28\|453640;2026-07-10\|27.37\|-1.79\|28.10\|28.83\|27.33\|405780
113934	SK海力士尝试“以钼代钨”，助力NAND性能提升	电池结构件+折叠屏+一季报增长行业原因：据界面新闻，当地时间6月14日，知名苹果产业链记者马克・古尔曼指出，苹果下一代操作系统iOS 27与macOS 27的开发者测试版中，涌现大量底层代码、交互逻辑与适配接口线索，这意味着折叠屏iPhone和触屏MacBook即将到来。公司原因： 1、据2026年4月29日年报，公司已跻身国内少数实现屈服强度超400MPa的6系及超500MPa的7系铝合金稳定量产的企业行列，成功适配旗舰手机折叠屏中框、转轴等核心部件严苛技术标准，并与顶尖科技企业建立深度战略合作关系。 2、据2026年4月29日年报，公司是国内新能源汽车电池结构件核心供应商，产品覆盖电池箱体、模组结构件、电芯外壳及车身结构件，已配套中国新能源车企销量前20名中的13家。 3、据2026年4月30日公告，公司2026年一季度归母净利润同比增长104.65%，扣非增速达160.02%，主要得益于新能源汽车及电子消费业务同步增长、产品结构优化及降本增效。	中国工业铝挤压材十强企业；公司已配套供应多个主流品牌的多款折叠屏手机，涉及的产品主要为高强度、高硬度、轻薄的铝合金中框、转轴及其它金属结构件	2026-03-03\|20.58\|-6.24\|21.93\|22.00\|20.50\|104721;2026-03-04\|20.73\|0.73\|20.12\|21.40\|19.91\|90277;2026-03-05\|20.68\|-0.24\|21.19\|21.35\|20.50\|64987;2026-03-06\|20.43\|-1.21\|20.56\|20.76\|20.30\|55202;2026-03-09\|19.92\|-2.50\|20.23\|20.23\|19.46\|70855;2026-03-10\|20.65\|3.66\|20.10\|21.06\|19.99\|76894;2026-03-11\|20.63\|-0.10\|20.66\|21.34\|20.48\|73962;2026-03-12\|20.37\|-1.26\|20.67\|20.75\|20.15\|55632;2026-03-13\|19.98\|-1.91\|20.26\|20.44\|19.95\|40399;2026-03-16\|20.23\|1.25\|19.91\|20.30\|19.70\|65631;2026-03-17\|19.24\|-4.89\|20.28\|20.38\|19.10\|71945;2026-03-18\|19.75\|2.65\|19.07\|19.75\|17.95\|191546;2026-03-19\|19.06\|-3.49\|19.40\|19.85\|19.01\|124663;2026-03-20\|18.39\|-3.52\|19.21\|19.36\|18.37\|80392;2026-03-23\|16.75\|-8.92\|18.21\|18.21\|16.57\|142432;2026-03-24\|17.47\|4.30\|17.26\|17.49\|16.76\|89504;2026-03-25\|17.67\|1.14\|17.47\|17.81\|17.45\|56449;2026-03-26\|17.58\|-0.51\|17.65\|17.91\|17.23\|84366;2026-03-27\|18.80\|6.94\|17.36\|18.88\|17.27\|108060;2026-03-30\|19.45\|3.46\|18.61\|19.56\|18.51\|158438;2026-03-31\|19.31\|-0.72\|19.44\|19.44\|18.88\|105238;2026-04-01\|20.46\|5.96\|19.58\|20.70\|19.42\|154556;2026-04-02\|19.75\|-3.47\|20.31\|20.80\|19.51\|97836;2026-04-03\|20.30\|2.78\|19.86\|20.70\|19.53\|142785;2026-04-07\|19.88\|-2.07\|20.33\|20.47\|19.51\|112999;2026-04-08\|20.88\|5.03\|20.42\|21.06\|20.00\|129820;2026-04-09\|22.97\|10.01\|20.80\|22.97\|20.63\|276352;2026-04-10\|25.27\|10.01\|24.77\|25.27\|24.32\|277519;2026-04-13\|27.10\|7.24\|24.99\|27.80\|24.99\|609759;2026-04-14\|26.93\|-0.63\|27.64\|27.88\|26.74\|388227;2026-04-15\|29.62\|9.99\|27.22\|29.62\|26.67\|341902;2026-04-16\|28.78\|-2.84\|30.83\|31.83\|28.43\|477013;2026-04-17\|30.18\|4.86\|28.00\|31.12\|27.69\|561083;2026-04-20\|29.10\|-3.58\|30.11\|30.20\|28.70\|350257;2026-04-21\|27.95\|-3.95\|28.92\|29.40\|27.88\|246056;2026-04-22\|28.80\|3.04\|27.95\|28.99\|27.56\|253251;2026-04-23\|27.43\|-4.76\|28.80\|28.80\|27.26\|238902;2026-04-24\|27.35\|-0.29\|27.49\|27.77\|26.17\|251995;2026-04-27\|27.29\|-0.22\|27.27\|27.90\|26.63\|157142;2026-04-28\|26.38\|-3.33\|27.30\|27.30\|26.20\|145115;2026-04-29\|25.75\|-2.39\|26.55\|26.94\|25.70\|156852;2026-04-30\|25.09\|-2.56\|25.73\|25.74\|24.73\|185727;2026-05-06\|25.21\|0.48\|25.59\|25.59\|24.95\|135503;2026-05-07\|27.73\|10.00\|25.28\|27.73\|25.28\|209999;2026-05-08\|27.20\|-1.91\|28.00\|28.00\|26.35\|275036;2026-05-11\|28.26\|3.90\|27.21\|28.95\|26.51\|290835;2026-05-12\|27.59\|-2.37\|27.98\|28.45\|26.90\|216457;2026-05-13\|27.54\|-0.18\|27.30\|28.10\|26.95\|176761;2026-05-14\|26.47\|-3.89\|27.20\|27.28\|26.41\|127689;2026-05-15\|25.81\|-2.49\|26.35\|26.60\|25.64\|98884;2026-05-18\|26.10\|1.12\|25.41\|26.58\|25.01\|133596;2026-05-19\|26.84\|2.84\|25.99\|27.12\|25.47\|137013;2026-05-20\|26.78\|-0.22\|26.58\|27.09\|26.33\|97235;2026-05-21\|24.51\|-8.48\|26.94\|27.11\|24.32\|155417;2026-05-22\|25.20\|2.82\|24.81\|25.44\|24.52\|106752;2026-05-25\|24.80\|-1.59\|25.77\|27.21\|24.39\|111041;2026-05-26\|23.70\|-4.44\|24.80\|24.80\|23.59\|128484;2026-05-27\|23.09\|-2.57\|23.89\|23.89\|22.17\|145139;2026-05-28\|24.06\|4.20\|22.86\|24.30\|21.88\|181774;2026-05-29\|26.47\|10.02\|24.43\|26.47\|24.10\|220887;2026-06-01\|25.57\|-3.40\|27.18\|27.76\|25.50\|379224;2026-06-02\|24.90\|-2.62\|25.83\|25.86\|24.50\|172567;2026-06-03\|25.12\|0.88\|24.93\|25.46\|24.47\|170462;2026-06-04\|27.45\|10.02\|26.37\|27.45\|25.85\|233739;2026-06-05\|28.40\|3.46\|28.00\|29.99\|27.50\|409664;2026-06-08\|25.56\|-10.00\|27.82\|28.13\|25.56\|239726;2026-06-09\|25.91\|1.37\|25.78\|26.96\|25.07\|249156;2026-06-10\|26.24\|1.27\|25.30\|26.36\|25.09\|175785;2026-06-11\|28.86\|9.98\|26.91\|28.86\|26.80\|306706;2026-06-12\|28.85\|-0.03\|30.00\|31.11\|28.74\|395173;2026-06-15\|31.74\|10.02\|29.23\|31.74\|29.02\|144109;2026-06-16\|34.91\|9.99\|33.66\|34.91\|33.34\|286069;2026-06-17\|35.94\|2.95\|34.67\|36.69\|33.01\|438727;2026-06-18\|37.92\|5.51\|35.60\|38.35\|35.20\|313599;2026-06-22\|39.70\|4.69\|38.95\|40.76\|38.26\|349271;2026-06-23\|38.74\|-2.42\|41.91\|41.91\|38.13\|315971;2026-06-24\|38.30\|-1.14\|38.48\|39.59\|37.51\|235568;2026-06-25\|39.10\|2.09\|37.98\|40.75\|37.92\|215752;2026-06-26\|36.07\|-7.75\|38.76\|39.17\|35.27\|221149;2026-06-29\|34.57\|-4.16\|36.72\|37.29\|33.90\|175426;2026-06-30\|34.58\|0.03\|34.10\|35.32\|33.95\|157935;2026-07-01\|34.84\|0.75\|34.26\|35.91\|33.88\|188652;2026-07-02\|33.18\|-4.76\|34.00\|34.79\|33.00\|149321;2026-07-03\|32.08\|-3.32\|32.66\|32.95\|31.93\|123868;2026-07-06\|30.28\|-5.61\|32.11\|32.42\|30.16\|137434;2026-07-07\|29.70\|-1.92\|30.21\|31.30\|29.28\|97222;2026-07-08\|30.70\|3.37\|29.41\|31.19\|28.33\|182542;2026-07-09\|31.50\|2.61\|30.98\|31.67\|28.68\|171399;2026-07-10\|30.69\|-2.57\|31.34\|32.57\|30.61\|203233
113933	SK海力士尝试“以钼代钨”，助力NAND性能提升	钨全产业链+定增过会+光伏钨丝行业原因：据上海证券报6月22日报道，章源钨业上调6月下半月长单采购报价，机构预计在供给受限及光伏钨丝、机器人等新兴需求驱动下，钨供需缺口将持续扩大，钨价中枢有望提升。公司原因： 1、据2026年6月18日公告，公司向特定对象发行股票申请已获深交所上市审核中心审核通过，募集资金拟投向“年产300亿米光伏用超细钨合金丝生产项目”等。 2、据2026年4月23日投资者关系管理信息，公司是国内钨行业具备完整产业链的企业之一，业务涵盖钨精矿采选、仲钨酸铵冶炼至硬质合金、钨丝等全系列钨产品生产，系商务部批准的“钨品国营贸易出口资格企业”之一。 3、据2026年6月23日互动易，公司澄清尚未涉及高纯度芯片级六氟化钨的具体技术研发，专注钨制品主业。	公司是国内钨行业具备完整产业链的企业之一，一季度净利润同比增长2917.13%	2026-03-03\|43.68\|-4.46\|45.72\|48.50\|43.22\|858680;2026-03-04\|46.05\|5.43\|41.61\|47.59\|41.19\|754582;2026-03-05\|41.82\|-9.19\|47.00\|47.70\|41.45\|678921;2026-03-06\|43.01\|2.85\|43.07\|45.30\|42.12\|601804;2026-03-09\|41.39\|-3.77\|42.56\|44.02\|40.57\|502693;2026-03-10\|41.39\|0.00\|41.52\|42.39\|39.55\|406811;2026-03-11\|39.20\|-5.29\|41.30\|43.25\|38.80\|529336;2026-03-12\|37.40\|-4.59\|39.05\|39.38\|37.00\|463940;2026-03-13\|34.43\|-7.94\|36.47\|36.90\|34.07\|522020;2026-03-16\|33.73\|-2.03\|34.42\|35.10\|32.50\|408709;2026-03-17\|33.79\|0.18\|33.98\|35.51\|33.69\|434445;2026-03-18\|34.27\|1.42\|34.09\|34.69\|33.61\|286255;2026-03-19\|32.39\|-5.49\|33.31\|33.49\|32.20\|288778;2026-03-20\|31.70\|-2.13\|33.37\|33.46\|31.60\|227230;2026-03-23\|30.24\|-4.61\|31.13\|31.96\|29.94\|277850;2026-03-24\|31.43\|3.94\|31.00\|31.49\|29.90\|248008;2026-03-25\|31.03\|-1.27\|31.99\|32.30\|30.52\|315607;2026-03-26\|30.12\|-2.93\|31.35\|31.51\|29.51\|245170;2026-03-27\|33.13\|9.99\|29.79\|33.13\|29.79\|360183;2026-03-30\|33.80\|2.02\|33.14\|33.96\|32.05\|603223;2026-03-31\|32.75\|-3.11\|33.80\|34.08\|32.26\|359059;2026-04-01\|32.20\|-1.68\|32.10\|32.96\|31.18\|366990;2026-04-02\|31.00\|-3.73\|32.11\|32.18\|30.34\|325129;2026-04-03\|30.25\|-2.42\|30.99\|31.30\|30.14\|207325;2026-04-07\|32.30\|6.78\|30.33\|33.28\|30.30\|458381;2026-04-08\|33.85\|4.80\|33.50\|33.94\|32.88\|448187;2026-04-09\|33.60\|-0.74\|33.06\|34.33\|32.76\|333894;2026-04-10\|32.87\|-2.17\|34.00\|34.08\|32.51\|286225;2026-04-13\|32.89\|0.06\|32.73\|33.33\|31.90\|254186;2026-04-14\|33.35\|1.40\|33.55\|34.32\|32.92\|381462;2026-04-15\|31.68\|-5.01\|34.00\|34.10\|31.58\|380167;2026-04-16\|33.85\|6.85\|31.89\|34.85\|30.98\|705637;2026-04-17\|33.64\|-0.62\|33.86\|35.49\|33.20\|664757;2026-04-20\|34.45\|2.41\|33.45\|35.00\|33.34\|496022;2026-04-21\|33.37\|-3.13\|34.11\|34.29\|33.08\|331321;2026-04-22\|34.82\|4.35\|32.92\|36.30\|32.59\|580601;2026-04-23\|32.31\|-7.21\|34.91\|35.00\|32.01\|520586;2026-04-24\|31.95\|-1.11\|31.97\|32.51\|31.10\|264676;2026-04-27\|30.36\|-4.98\|31.21\|31.21\|29.68\|311903;2026-04-28\|31.81\|4.78\|30.77\|32.00\|29.90\|370175;2026-04-29\|34.99\|10.00\|32.91\|34.99\|32.32\|569299;2026-04-30\|38.49\|10.00\|36.51\|38.49\|36.51\|879613;2026-05-06\|39.37\|2.29\|39.03\|39.65\|37.75\|943544;2026-05-07\|39.13\|-0.61\|39.50\|40.20\|38.70\|608102;2026-05-08\|37.55\|-4.04\|38.43\|38.91\|37.35\|478295;2026-05-11\|37.72\|0.45\|37.60\|37.76\|36.84\|406271;2026-05-12\|36.28\|-3.82\|38.00\|38.04\|35.84\|357719;2026-05-13\|39.91\|10.01\|36.02\|39.91\|36.01\|392946;2026-05-14\|38.14\|-4.43\|40.45\|41.38\|38.05\|583157;2026-05-15\|36.43\|-4.48\|38.26\|38.42\|36.03\|339982;2026-05-18\|35.69\|-2.03\|36.00\|37.06\|35.50\|305900;2026-05-19\|33.30\|-6.70\|36.00\|36.16\|32.57\|421550;2026-05-20\|32.83\|-1.41\|32.70\|33.47\|31.63\|339649;2026-05-21\|32.00\|-2.53\|33.14\|34.47\|31.84\|420144;2026-05-22\|33.66\|5.19\|32.33\|34.08\|32.32\|388563;2026-05-25\|32.85\|-2.41\|33.88\|34.21\|32.51\|327952;2026-05-26\|33.59\|2.25\|32.28\|33.95\|31.41\|392806;2026-05-27\|32.05\|-4.58\|33.50\|33.99\|31.71\|312546;2026-05-28\|32.76\|2.22\|31.70\|33.10\|31.41\|285555;2026-05-29\|32.36\|-1.22\|33.09\|33.78\|31.20\|378974;2026-06-01\|32.10\|-0.80\|32.00\|33.86\|31.88\|282355;2026-06-02\|32.41\|0.97\|31.80\|32.68\|30.50\|344983;2026-06-03\|33.99\|4.88\|32.05\|34.93\|31.72\|542674;2026-06-04\|34.55\|1.65\|33.62\|34.77\|32.70\|419498;2026-06-05\|32.94\|-4.66\|34.02\|35.08\|32.81\|365733;2026-06-08\|33.08\|0.42\|31.54\|35.08\|31.09\|367497;2026-06-09\|34.26\|3.57\|33.29\|34.35\|31.92\|373005;2026-06-10\|35.76\|4.38\|33.34\|36.29\|33.05\|573820;2026-06-11\|39.34\|10.01\|36.68\|39.34\|36.15\|418450;2026-06-12\|39.69\|0.89\|41.59\|43.27\|38.01\|1185094;2026-06-15\|43.42\|9.40\|41.67\|43.65\|39.92\|998649;2026-06-16\|46.35\|7.09\|41.50\|47.38\|41.50\|843684;2026-06-17\|43.38\|-6.41\|45.00\|45.49\|42.70\|724011;2026-06-18\|47.72\|10.00\|41.80\|47.72\|40.88\|876460;2026-06-22\|52.49\|10.00\|48.69\|52.49\|48.69\|763367;2026-06-23\|48.38\|-7.83\|51.91\|52.32\|47.24\|708832;2026-06-24\|46.74\|-3.39\|47.22\|48.80\|45.00\|538778;2026-06-25\|51.41\|9.99\|46.70\|51.41\|45.85\|530625;2026-06-26\|52.16\|1.46\|52.23\|54.44\|50.94\|728418;2026-06-29\|49.44\|-5.21\|52.00\|52.96\|46.94\|552368;2026-06-30\|48.20\|-2.51\|48.50\|50.07\|47.10\|438128;2026-07-01\|45.61\|-5.37\|48.72\|49.69\|45.18\|567585;2026-07-02\|50.17\|10.00\|44.20\|50.17\|43.60\|581671;2026-07-03\|45.15\|-10.01\|50.06\|50.06\|45.15\|660982;2026-07-06\|40.64\|-9.99\|44.99\|45.30\|40.64\|460786;2026-07-07\|37.69\|-7.26\|39.35\|40.60\|37.52\|375568;2026-07-08\|36.08\|-4.27\|37.70\|38.68\|35.76\|267148;2026-07-09\|36.30\|0.61\|36.40\|37.22\|34.34\|316244;2026-07-10\|35.35\|-2.62\|36.06\|37.33\|35.29\|323419
113932	SK海力士尝试“以钼代钨”，助力NAND性能提升	半导体贵金属靶材+铂抗癌药+铂族回收+云南国资行业原因：据证券日报，今年以来，钨、钼等多种小金属价格攀升。下游市场，人工智能服务器、光模块、先进封装、光伏等新型应用领域，对小金属产品的需求旺盛。公司原因： 1、据2026年5月29日互动易，公司溅射靶材聚焦半导体芯片制造用贵金属靶材，突破多项关键技术，部分产品已通过国内主流芯片企业验证并实现小批量供货，订单稳定。 2、据2026年6月6日公告，公司铂抗癌药物原料药产业化项目正推进建设，拟使用募集资金置换前期投入。 3、据2025年度报告，公司已形成贵金属闭环产业链，2025年铂族金属回收国内市占率提升近20个百分点。 4、据2025年度报告，公司最终控制人为云南省国资委，是我国贵金属新材料产业龙头企业。	云南国资委旗下，国内全产业链铂族贵金属相关产品龙头；全资子公司贵研黄金（云南）有限公司主要从事以黄金为主的加工、销售、仓储及租赁服务等业务	2026-03-03\|23.78\|-9.48\|25.40\|25.45\|23.71\|610901;2026-03-04\|23.65\|-0.55\|23.23\|24.35\|23.05\|385562;2026-03-05\|23.44\|-0.89\|24.01\|24.30\|23.14\|298471;2026-03-06\|23.14\|-1.28\|23.00\|23.47\|22.73\|219657;2026-03-09\|22.98\|-0.69\|22.25\|23.00\|21.63\|298467;2026-03-10\|23.00\|0.09\|23.23\|23.33\|22.80\|212717;2026-03-11\|22.57\|-1.87\|23.00\|23.13\|22.45\|201146;2026-03-12\|22.02\|-2.44\|22.31\|22.47\|21.85\|213465;2026-03-13\|21.45\|-2.59\|22.02\|22.35\|21.35\|227309;2026-03-16\|20.72\|-3.40\|21.31\|21.37\|20.30\|302159;2026-03-17\|20.68\|-0.19\|20.87\|21.23\|20.63\|215205;2026-03-18\|20.62\|-0.29\|20.69\|20.77\|20.27\|156382;2026-03-19\|19.84\|-3.78\|19.88\|20.33\|19.62\|279396;2026-03-20\|19.65\|-0.96\|19.82\|20.35\|19.62\|203554;2026-03-23\|18.18\|-7.48\|19.00\|19.27\|18.04\|308064;2026-03-24\|18.71\|2.92\|18.75\|18.80\|18.16\|186239;2026-03-25\|19.15\|2.35\|19.24\|19.48\|19.00\|222781;2026-03-26\|18.77\|-1.98\|19.00\|19.33\|18.63\|151033;2026-03-27\|19.39\|3.30\|18.39\|19.53\|18.39\|210032;2026-03-30\|19.57\|0.93\|19.30\|19.57\|19.08\|176585;2026-03-31\|19.50\|-0.36\|19.58\|20.14\|19.43\|186475;2026-04-01\|19.80\|1.54\|19.95\|20.02\|19.56\|151612;2026-04-02\|19.28\|-2.63\|19.60\|19.71\|19.08\|142316;2026-04-03\|19.13\|-0.78\|19.40\|19.51\|19.13\|95422;2026-04-07\|19.17\|0.21\|19.14\|19.29\|19.03\|88888;2026-04-08\|20.42\|6.52\|19.79\|20.49\|19.61\|235782;2026-04-09\|20.16\|-1.27\|20.08\|20.44\|19.91\|127646;2026-04-10\|20.34\|0.89\|20.40\|20.55\|20.22\|120809;2026-04-13\|20.34\|0.00\|20.08\|20.51\|20.08\|106341;2026-04-14\|20.57\|1.13\|20.58\|20.75\|20.34\|140246;2026-04-15\|20.60\|0.15\|20.85\|21.06\|20.55\|167943;2026-04-16\|21.05\|2.18\|20.74\|21.12\|20.63\|152879;2026-04-17\|21.18\|0.62\|20.81\|21.29\|20.81\|145108;2026-04-20\|21.55\|1.75\|21.15\|21.66\|21.14\|176896;2026-04-21\|22.04\|2.27\|21.52\|22.47\|20.97\|295396;2026-04-22\|22.45\|1.86\|22.19\|22.60\|22.05\|272070;2026-04-23\|21.50\|-4.23\|22.45\|22.55\|21.45\|265354;2026-04-24\|21.32\|-0.84\|21.16\|21.65\|21.08\|154001;2026-04-27\|20.81\|-2.39\|21.32\|21.54\|20.77\|157036;2026-04-28\|20.04\|-3.70\|20.72\|20.74\|19.91\|181750;2026-04-29\|20.51\|2.35\|19.93\|20.74\|19.90\|174493;2026-04-30\|20.09\|-2.05\|20.20\|20.53\|19.93\|164087;2026-05-06\|20.70\|3.04\|20.11\|20.77\|20.11\|245411;2026-05-07\|21.31\|2.95\|20.98\|21.33\|20.84\|230088;2026-05-08\|21.35\|0.19\|21.20\|21.56\|20.97\|201773;2026-05-11\|21.48\|0.61\|21.35\|21.85\|21.25\|231017;2026-05-12\|21.09\|-1.82\|21.77\|21.90\|20.99\|202512;2026-05-13\|21.30\|1.00\|20.98\|21.46\|20.94\|209768;2026-05-14\|20.38\|-4.32\|21.37\|21.37\|20.36\|187984;2026-05-15\|19.37\|-4.96\|20.10\|20.31\|19.22\|255344;2026-05-18\|20.85\|7.64\|19.01\|21.31\|18.79\|456585;2026-05-19\|19.98\|-4.17\|20.70\|20.83\|19.58\|324806;2026-05-20\|19.75\|-1.15\|19.89\|20.40\|19.63\|192749;2026-05-21\|19.16\|-2.99\|19.97\|20.42\|19.16\|221906;2026-05-22\|19.85\|3.60\|19.30\|20.05\|19.18\|168899;2026-05-25\|21.16\|6.60\|20.20\|21.49\|20.15\|345193;2026-05-26\|21.69\|2.50\|21.31\|22.11\|21.14\|361090;2026-05-27\|20.45\|-5.72\|21.69\|21.70\|20.24\|276777;2026-05-28\|22.50\|10.02\|20.21\|22.50\|20.12\|550459;2026-05-29\|21.49\|-4.49\|23.07\|23.60\|21.44\|592198;2026-06-01\|21.32\|-0.79\|21.71\|22.38\|21.25\|334551;2026-06-02\|23.45\|9.99\|21.23\|23.45\|20.91\|573448;2026-06-03\|24.20\|3.20\|23.50\|25.02\|23.46\|970339;2026-06-04\|24.24\|0.17\|24.02\|24.98\|23.90\|668658;2026-06-05\|24.75\|2.10\|24.00\|26.00\|24.00\|763768;2026-06-08\|23.85\|-3.64\|23.88\|25.18\|22.96\|632879;2026-06-09\|24.10\|1.05\|24.00\|24.56\|23.15\|587444;2026-06-10\|22.83\|-5.27\|23.45\|23.50\|22.32\|540660;2026-06-11\|25.11\|9.99\|22.50\|25.11\|22.46\|336187;2026-06-12\|24.99\|-0.48\|26.43\|26.89\|24.79\|1004437;2026-06-15\|25.99\|4.00\|25.30\|26.00\|24.87\|760974;2026-06-16\|27.68\|6.50\|25.80\|28.05\|25.18\|990061;2026-06-17\|26.52\|-4.19\|27.20\|27.36\|26.20\|695871;2026-06-18\|26.09\|-1.62\|26.28\|26.88\|25.58\|618373;2026-06-22\|28.59\|9.58\|25.90\|28.69\|25.86\|857103;2026-06-23\|26.13\|-8.60\|28.00\|28.00\|25.73\|740834;2026-06-24\|25.80\|-1.26\|25.69\|26.45\|25.19\|472965;2026-06-25\|26.86\|4.11\|25.68\|27.65\|25.31\|652897;2026-06-26\|28.11\|5.64\|26.63\|28.58\|25.70\|743870;2026-06-29\|29.17\|3.77\|28.40\|29.79\|27.80\|740749;2026-06-30\|28.88\|-0.99\|29.28\|29.75\|27.56\|665338;2026-07-01\|28.27\|-2.11\|28.45\|29.99\|27.58\|597368;2026-07-02\|27.40\|-3.08\|27.00\|28.69\|26.01\|482291;2026-07-03\|25.00\|-8.76\|27.55\|27.65\|24.99\|572048;2026-07-06\|23.36\|-6.56\|25.55\|26.55\|23.16\|653504;2026-07-07\|22.68\|-2.91\|23.19\|23.60\|22.53\|305371;2026-07-08\|21.26\|-6.26\|22.68\|22.81\|21.25\|351483;2026-07-09\|21.82\|2.63\|21.50\|21.87\|20.40\|361565;2026-07-10\|21.52\|-1.37\|21.80\|23.14\|21.52\|411781
113931	国内硫磺、热法磷酸价格继续走高	磷化工+埃及项目+产能扩张行业原因：据央视新闻，当地时间11日凌晨，伊朗武装部队哈塔姆·安比亚中央司令部发表声明称，鉴于本地区安全局势动荡，霍尔木兹海峡即日起对包括油轮和商船在内的所有类型船只关闭，任何试图通过该海峡的船只都将受到攻击。公司原因： 1、据2026年3月27日投资者关系活动记录表，公司约60%产品出口，磷肥及磷酸产品具备较强的成本传导能力。 2、据2026年3月20日年报，公司埃及苏伊士磷化工项目已全面启动，计划总投资19.34亿元，满产后预计年收入超20亿元、净利润超3亿元；据2026年5月28日互动易，埃及基地正按计划有序推进建设。 3、据2026年3月27日投资者关系活动记录表，广西基地技改完成后产能将提升，东川基地开工率将提高，预计2026年公司整体产能折合五氧化二磷将增加约10%。	公司为国内领先的湿法磷化工企业，同时致力于磷酸铁和磷酸铁锂的生产和研发	2026-03-03\|32.50\|-6.64\|34.45\|35.35\|32.36\|447030;2026-03-04\|34.22\|5.29\|31.92\|36.88\|31.92\|618225;2026-03-05\|33.55\|-1.96\|34.89\|35.00\|33.21\|380921;2026-03-06\|36.12\|7.66\|33.20\|36.83\|33.19\|694050;2026-03-09\|35.12\|-2.77\|36.96\|38.88\|34.81\|615966;2026-03-10\|34.22\|-2.56\|33.98\|35.09\|33.52\|455106;2026-03-11\|34.65\|1.26\|34.17\|35.30\|33.81\|489322;2026-03-12\|33.88\|-2.22\|35.00\|35.53\|33.29\|543580;2026-03-13\|38.90\|14.82\|34.56\|40.66\|34.31\|1037163;2026-03-16\|36.33\|-6.61\|37.62\|40.98\|36.00\|895403;2026-03-17\|37.59\|3.47\|36.40\|39.36\|35.60\|827767;2026-03-18\|35.42\|-5.77\|35.79\|36.00\|34.03\|622305;2026-03-19\|33.04\|-6.72\|35.85\|36.54\|32.81\|492493;2026-03-20\|31.28\|-5.33\|32.89\|33.39\|31.22\|427641;2026-03-23\|30.73\|-1.76\|30.03\|32.34\|30.00\|364171;2026-03-24\|30.51\|-0.72\|30.73\|30.95\|29.18\|345818;2026-03-25\|30.71\|0.66\|30.04\|31.10\|29.99\|311292;2026-03-26\|29.91\|-2.60\|30.41\|31.58\|29.82\|327450;2026-03-27\|31.53\|5.42\|29.22\|31.98\|29.00\|433515;2026-03-30\|30.99\|-1.71\|30.66\|31.75\|30.66\|304526;2026-03-31\|29.13\|-6.00\|30.68\|31.18\|29.05\|311857;2026-04-01\|29.63\|1.72\|29.61\|29.95\|29.29\|215419;2026-04-02\|28.95\|-2.29\|29.45\|29.83\|28.70\|197713;2026-04-03\|27.93\|-3.52\|29.05\|29.15\|27.83\|175780;2026-04-07\|27.43\|-1.79\|25.85\|27.76\|25.80\|323211;2026-04-08\|28.13\|2.55\|27.73\|28.17\|27.20\|273619;2026-04-09\|27.42\|-2.52\|27.79\|28.09\|27.08\|170970;2026-04-10\|27.30\|-0.44\|27.60\|28.08\|27.25\|170951;2026-04-13\|27.57\|0.99\|27.43\|27.66\|26.98\|145389;2026-04-14\|27.70\|0.47\|27.56\|27.72\|27.19\|151625;2026-04-15\|27.06\|-2.31\|27.73\|27.98\|26.95\|155421;2026-04-16\|27.51\|1.66\|27.05\|27.58\|26.80\|172528;2026-04-17\|26.39\|-4.07\|27.05\|27.18\|26.08\|228259;2026-04-20\|26.41\|0.08\|26.25\|26.49\|26.06\|144592;2026-04-21\|25.90\|-1.93\|26.33\|26.39\|25.53\|149567;2026-04-22\|26.17\|1.04\|25.89\|26.26\|25.72\|127440;2026-04-23\|25.45\|-2.75\|26.23\|26.23\|25.17\|151283;2026-04-24\|26.13\|2.67\|25.43\|26.63\|25.32\|251694;2026-04-27\|25.30\|-3.18\|25.62\|25.75\|24.95\|194753;2026-04-28\|25.24\|-0.24\|25.12\|25.93\|25.10\|130315;2026-04-29\|25.74\|1.98\|25.12\|25.86\|24.61\|138261;2026-04-30\|25.29\|-1.75\|25.71\|25.93\|25.18\|139309;2026-05-06\|25.75\|1.82\|25.50\|25.78\|25.30\|140778;2026-05-07\|25.58\|-0.66\|25.87\|25.92\|25.11\|184423;2026-05-08\|25.59\|0.04\|25.54\|25.83\|25.21\|149570;2026-05-11\|26.20\|2.38\|25.69\|26.55\|25.69\|251838;2026-05-12\|25.30\|-3.44\|26.42\|26.68\|25.21\|220150;2026-05-13\|25.54\|0.95\|25.30\|25.95\|25.10\|153439;2026-05-14\|24.33\|-4.74\|25.53\|25.70\|24.33\|164083;2026-05-15\|24.54\|0.86\|24.50\|25.86\|24.42\|219126;2026-05-18\|24.31\|-0.94\|24.55\|24.79\|24.04\|145075;2026-05-19\|23.77\|-2.22\|24.30\|24.30\|23.42\|146970;2026-05-20\|23.43\|-1.43\|23.76\|23.80\|23.20\|106609;2026-05-21\|22.46\|-4.14\|23.43\|23.73\|22.35\|134468;2026-05-22\|22.81\|1.56\|22.46\|22.97\|22.21\|110220;2026-05-25\|22.16\|-2.85\|22.81\|22.94\|21.99\|115091;2026-05-26\|22.17\|0.05\|22.02\|22.54\|21.55\|153463;2026-05-27\|21.59\|-2.62\|22.36\|22.36\|21.40\|93355;2026-05-28\|21.54\|-0.23\|21.77\|21.84\|21.12\|75046;2026-05-29\|21.06\|-0.38\|21.19\|21.96\|20.95\|131743;2026-06-01\|21.13\|0.33\|20.99\|21.47\|20.92\|87381;2026-06-02\|20.32\|-3.83\|21.09\|21.14\|19.96\|130634;2026-06-03\|20.22\|-0.49\|20.38\|20.56\|20.06\|98011;2026-06-04\|19.49\|-3.61\|20.17\|20.17\|19.35\|116279;2026-06-05\|19.48\|-0.05\|19.43\|19.76\|19.02\|114271;2026-06-08\|18.58\|-4.62\|19.13\|19.50\|18.31\|115414;2026-06-09\|18.73\|0.81\|18.95\|18.96\|18.22\|84875;2026-06-10\|18.81\|0.43\|18.60\|19.23\|18.43\|104638;2026-06-11\|22.57\|19.99\|19.41\|22.57\|19.41\|560897;2026-06-12\|22.85\|1.24\|22.20\|24.50\|21.70\|710251;2026-06-15\|22.70\|-0.66\|22.51\|22.92\|22.13\|436559;2026-06-16\|23.22\|2.29\|22.68\|23.68\|22.36\|448003;2026-06-17\|22.10\|-4.82\|22.96\|23.02\|21.87\|364104;2026-06-18\|21.34\|-3.44\|21.88\|22.29\|21.23\|259216;2026-06-22\|23.90\|12.00\|21.13\|24.38\|20.90\|561874;2026-06-23\|24.30\|1.67\|24.82\|25.52\|24.02\|571272;2026-06-24\|24.40\|0.41\|24.02\|24.85\|23.40\|451154;2026-06-25\|24.99\|2.42\|24.01\|25.09\|23.20\|482480;2026-06-26\|24.00\|-3.96\|24.32\|24.77\|23.26\|336617;2026-06-29\|22.79\|-5.04\|23.60\|23.88\|22.35\|245641;2026-06-30\|22.95\|0.70\|22.60\|23.25\|22.19\|217044;2026-07-01\|24.58\|7.10\|22.75\|24.99\|22.50\|364751;2026-07-02\|25.47\|3.62\|24.00\|26.50\|23.65\|475893;2026-07-03\|24.91\|-2.20\|25.22\|25.24\|24.24\|314570;2026-07-06\|26.44\|6.14\|24.91\|26.47\|24.41\|394753;2026-07-07\|25.69\|-2.84\|26.18\|28.60\|25.67\|528786;2026-07-08\|22.41\|-12.77\|24.87\|24.97\|22.40\|387117;2026-07-09\|20.09\|-10.35\|22.01\|22.18\|19.41\|385406;2026-07-10\|20.91\|4.08\|20.32\|21.80\|19.50\|336642
113930	国内硫磺、热法磷酸价格继续走高	磷化工+产品涨价+精制磷酸行业原因：据央视财经6月21日报道，磷酸铁锂价格翻倍但需求依然旺盛，一包约400公斤的磷酸铁锂价格超25000元，一年前仅10000元。有企业负责人告诉记者，新能源汽车以及储能产品的出口旺盛，成为本轮产品涨价的重要动因。公司原因： 1、据2026年4月28日公告，公司2026年一季度主要产品售价同比显著上涨，其中磷酸一铵均价同比上涨33.05%，磷酸二铵均价同比上涨20.53%。 2、公司是华东地区规模最大的磷复肥和磷化工一体化专业制造企业，主营产品为磷酸二铵、磷酸一铵、复合肥等，化肥产量在华东地区名列前茅，行业骨干地位突出。 3、据2025年年报，公司积极延伸新能源材料产业链，目前本部及子公司电池级精制磷酸已发展到15万吨/年产能，并拟通过再融资支持子公司湖北徽阳28万吨/年精制磷酸项目建设。	华东地区规模最大的磷复肥和磷化工一体化专业制造企业	2026-03-03\|7.59\|-9.96\|8.00\|8.16\|7.59\|956664;2026-03-04\|7.92\|4.35\|7.30\|8.22\|7.21\|846793;2026-03-05\|7.61\|-3.91\|7.88\|7.90\|7.52\|660268;2026-03-06\|8.37\|9.99\|7.45\|8.37\|7.36\|1025250;2026-03-09\|8.65\|3.35\|8.75\|9.21\|8.51\|1876860;2026-03-10\|8.24\|-4.74\|7.79\|8.39\|7.79\|1212002;2026-03-11\|8.66\|5.10\|8.20\|8.74\|8.01\|1315737;2026-03-12\|8.47\|-2.19\|8.73\|9.00\|8.38\|1250018;2026-03-13\|8.53\|0.71\|8.48\|9.09\|8.33\|1187016;2026-03-16\|9.06\|6.21\|8.51\|9.38\|8.51\|1625124;2026-03-17\|8.88\|-1.99\|8.50\|9.44\|8.18\|1525298;2026-03-18\|8.00\|-9.91\|8.52\|8.58\|7.99\|998764;2026-03-19\|7.51\|-6.12\|8.15\|8.28\|7.50\|732200;2026-03-20\|6.80\|-9.45\|7.27\|7.35\|6.80\|739385;2026-03-23\|6.86\|0.88\|6.60\|7.11\|6.53\|692457;2026-03-24\|6.92\|0.87\|6.87\|6.94\|6.61\|550963;2026-03-25\|6.97\|0.72\|6.81\|6.99\|6.80\|482622;2026-03-26\|6.75\|-3.16\|6.97\|7.13\|6.70\|529484;2026-03-27\|7.43\|10.07\|6.68\|7.43\|6.67\|828474;2026-03-30\|7.45\|0.27\|7.50\|7.73\|7.40\|858560;2026-03-31\|7.08\|-4.97\|7.51\|7.54\|7.06\|544477;2026-04-01\|7.03\|-0.71\|7.16\|7.25\|7.00\|361369;2026-04-02\|6.91\|-1.71\|7.03\|7.10\|6.85\|288671;2026-04-03\|6.41\|-7.24\|6.90\|6.91\|6.40\|378782;2026-04-07\|7.05\|9.98\|6.42\|7.05\|6.36\|497639;2026-04-08\|7.03\|-0.28\|6.90\|7.05\|6.81\|545749;2026-04-09\|7.01\|-0.28\|7.10\|7.31\|6.97\|489451;2026-04-10\|6.98\|-0.43\|7.09\|7.10\|6.88\|319899;2026-04-13\|7.13\|2.15\|7.07\|7.15\|6.86\|437800;2026-04-14\|7.00\|-1.82\|7.10\|7.14\|6.91\|305733;2026-04-15\|6.73\|-3.86\|6.96\|6.98\|6.71\|271748;2026-04-16\|6.86\|1.93\|6.73\|6.90\|6.70\|254240;2026-04-17\|6.78\|-1.17\|6.86\|6.94\|6.71\|228272;2026-04-20\|6.86\|1.18\|6.77\|6.90\|6.71\|232476;2026-04-21\|6.86\|0.00\|6.80\|6.88\|6.64\|300993;2026-04-22\|6.88\|0.29\|6.83\|6.94\|6.75\|245350;2026-04-23\|6.84\|-0.58\|6.87\|6.95\|6.66\|270527;2026-04-24\|7.07\|3.36\|6.80\|7.26\|6.78\|650167;2026-04-27\|6.91\|-2.26\|6.90\|6.93\|6.70\|377233;2026-04-28\|6.99\|1.16\|6.78\|7.18\|6.78\|378098;2026-04-29\|7.15\|2.29\|6.99\|7.17\|6.84\|412499;2026-04-30\|6.98\|-2.38\|7.19\|7.19\|6.95\|302672;2026-05-06\|6.94\|-0.57\|6.96\|6.98\|6.79\|264917;2026-05-07\|6.65\|-4.18\|6.95\|6.96\|6.56\|517698;2026-05-08\|6.72\|1.05\|6.64\|6.76\|6.60\|243348;2026-05-11\|6.68\|-0.60\|6.74\|6.89\|6.67\|306697;2026-05-12\|6.40\|-4.19\|6.68\|6.71\|6.35\|316466;2026-05-13\|6.45\|0.78\|6.45\|6.50\|6.34\|181359;2026-05-14\|6.30\|-2.33\|6.45\|6.52\|6.30\|251550;2026-05-15\|6.32\|0.32\|6.30\|6.70\|6.30\|353649;2026-05-18\|6.22\|-1.58\|6.36\|6.40\|6.13\|232905;2026-05-19\|6.08\|-2.25\|6.20\|6.21\|6.00\|206352;2026-05-20\|5.97\|-1.81\|6.05\|6.06\|5.91\|161354;2026-05-21\|5.69\|-4.69\|5.94\|6.03\|5.67\|201671;2026-05-22\|5.85\|2.81\|5.71\|5.91\|5.66\|170883;2026-05-25\|5.72\|-2.22\|5.85\|5.86\|5.62\|175498;2026-05-26\|5.72\|0.00\|5.72\|5.77\|5.54\|193344;2026-05-27\|5.48\|-4.20\|5.69\|5.73\|5.40\|185419;2026-05-28\|5.53\|0.91\|5.48\|5.57\|5.41\|106041;2026-05-29\|5.36\|-3.07\|5.53\|5.55\|5.35\|133980;2026-06-01\|5.66\|5.60\|5.40\|5.68\|5.36\|215717;2026-06-02\|5.49\|-3.00\|5.67\|5.68\|5.39\|163569;2026-06-03\|5.48\|-0.18\|5.50\|5.54\|5.42\|118980;2026-06-04\|5.48\|0.00\|5.49\|5.53\|5.40\|158682;2026-06-05\|5.49\|0.18\|5.46\|5.53\|5.25\|208128;2026-06-08\|5.28\|-3.83\|5.41\|5.58\|5.21\|195097;2026-06-09\|5.23\|-0.95\|5.31\|5.35\|5.13\|161425;2026-06-10\|5.15\|-1.53\|5.19\|5.29\|5.09\|152309;2026-06-11\|5.67\|10.10\|5.50\|5.67\|5.50\|150479;2026-06-12\|5.99\|5.64\|5.70\|6.21\|5.31\|806216;2026-06-15\|5.84\|-2.50\|5.78\|5.96\|5.71\|510163;2026-06-16\|5.89\|0.86\|5.83\|6.02\|5.67\|418954;2026-06-17\|5.55\|-5.77\|5.80\|5.82\|5.51\|320202;2026-06-18\|5.37\|-3.24\|5.51\|5.64\|5.30\|231188;2026-06-22\|5.91\|10.06\|5.37\|5.91\|5.37\|381222;2026-06-23\|6.50\|9.98\|6.16\|6.50\|6.16\|990825;2026-06-24\|6.41\|-1.38\|6.45\|6.60\|6.18\|944569;2026-06-25\|6.48\|1.09\|6.32\|6.58\|6.20\|801298;2026-06-26\|6.07\|-6.33\|6.30\|6.44\|6.04\|495044;2026-06-29\|5.94\|-2.14\|6.12\|6.23\|5.78\|365456;2026-06-30\|5.80\|-2.36\|5.88\|5.96\|5.63\|351639;2026-07-01\|6.38\|10.00\|5.80\|6.38\|5.78\|548699;2026-07-02\|6.40\|0.31\|6.38\|6.86\|6.25\|864887;2026-07-03\|6.08\|-5.00\|6.40\|6.46\|6.03\|518040;2026-07-06\|6.69\|10.03\|6.13\|6.69\|6.04\|637965;2026-07-07\|6.90\|3.14\|6.66\|7.17\|6.47\|1080386;2026-07-08\|6.68\|-3.19\|6.70\|6.91\|6.30\|675045;2026-07-09\|6.77\|1.35\|6.58\|6.77\|6.46\|631793;2026-07-10\|6.96\|2.81\|6.60\|7.26\|6.47\|793995
113929	国内硫磺、热法磷酸价格继续走高	磷化工+磷化铟+存储芯片材料+液冷行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年6月10日互动易，受存储及半导体市场需求增长影响，公司存储元器件用次磷酸钠产品量价齐升，2026年二季度价格已上涨至23000-25000元/吨，较一季度上涨约15%-20%，盈利能力大幅提升。 2、据2026年6月10日互动易，公司目前已掌握磷化铟合成技术，满足磷化铟多晶及单晶工业化生产的技术要求。 3、据2026年6月10日互动易，公司低粘度单相浸没式硅油冷却液用于算力中心等场景散热，已完成小试验证，正积极开展扩试及市场推广。 4、公司是一家以全球领先的精细磷化工为核心，致力于绿色循环发展的全球化运营企业。	公司是国内磷化工龙头；参股企业兴力电子拥有1.5万吨/年电子级氢氟酸产能，联营公司湖北瓮福主营产品为无水氟化氢	2026-03-03\|39.37\|-7.80\|42.44\|43.08\|39.30\|441691;2026-03-04\|39.26\|-0.28\|38.93\|41.10\|38.50\|292417;2026-03-05\|39.04\|-0.56\|40.07\|40.07\|38.68\|234033;2026-03-06\|40.06\|2.61\|38.72\|40.65\|38.39\|307537;2026-03-09\|39.21\|-2.12\|40.93\|41.00\|38.90\|331273;2026-03-10\|38.85\|-0.92\|38.51\|39.90\|38.50\|245663;2026-03-11\|39.46\|1.57\|38.84\|39.79\|37.87\|307060;2026-03-12\|40.34\|2.23\|39.87\|40.93\|38.57\|375910;2026-03-13\|40.78\|1.09\|40.34\|42.68\|40.13\|444819;2026-03-16\|37.31\|-8.51\|40.74\|42.12\|37.00\|520517;2026-03-17\|35.21\|-5.63\|37.29\|37.98\|35.03\|469746;2026-03-18\|34.70\|-1.45\|35.10\|35.16\|34.01\|312055;2026-03-19\|32.21\|-7.18\|34.59\|34.88\|31.92\|546975;2026-03-20\|31.80\|-1.27\|32.26\|32.92\|31.80\|317320;2026-03-23\|32.10\|0.94\|31.23\|33.18\|30.81\|438156;2026-03-24\|31.43\|-2.09\|32.38\|32.38\|30.48\|329668;2026-03-25\|33.01\|5.03\|31.50\|33.26\|31.50\|345638;2026-03-26\|32.64\|-1.12\|33.08\|33.60\|32.33\|241091;2026-03-27\|33.72\|3.31\|32.20\|34.10\|32.20\|281043;2026-03-30\|34.32\|1.78\|33.50\|34.70\|33.43\|293165;2026-03-31\|33.38\|-2.74\|34.33\|34.43\|33.20\|178087;2026-04-01\|33.65\|0.81\|33.99\|34.18\|33.33\|145004;2026-04-02\|32.84\|-2.41\|33.64\|33.64\|32.58\|199044;2026-04-03\|31.86\|-2.98\|32.96\|33.00\|31.40\|222347;2026-04-07\|32.95\|3.42\|31.19\|33.27\|30.26\|334821;2026-04-08\|33.34\|1.18\|33.00\|33.62\|32.40\|311465;2026-04-09\|32.88\|-1.38\|33.05\|33.45\|32.63\|195981;2026-04-10\|33.04\|0.49\|33.06\|33.59\|32.85\|203414;2026-04-13\|33.02\|-0.06\|32.89\|33.35\|32.35\|223004;2026-04-14\|32.65\|-1.12\|33.25\|33.25\|32.13\|279821;2026-04-15\|31.73\|-2.82\|32.71\|33.28\|31.65\|270248;2026-04-16\|32.47\|2.33\|31.75\|32.86\|31.60\|214288;2026-04-17\|31.65\|-2.53\|32.40\|32.55\|31.58\|239116;2026-04-20\|31.71\|0.19\|31.60\|32.16\|31.47\|173723;2026-04-21\|32.00\|0.91\|31.71\|32.40\|31.00\|246636;2026-04-22\|32.32\|1.00\|32.20\|32.86\|32.00\|236635;2026-04-23\|32.72\|1.24\|32.05\|33.82\|31.45\|435635;2026-04-24\|33.02\|0.92\|32.50\|33.40\|32.44\|346449;2026-04-27\|32.51\|-1.54\|33.00\|33.06\|32.28\|261937;2026-04-28\|32.69\|0.55\|32.57\|33.38\|32.44\|248297;2026-04-29\|33.56\|2.66\|31.10\|33.66\|30.56\|495778;2026-04-30\|32.64\|-2.74\|33.55\|33.69\|32.45\|290804;2026-05-06\|33.14\|1.53\|32.65\|33.30\|31.95\|329103;2026-05-07\|32.01\|-3.41\|33.27\|33.36\|31.82\|438731;2026-05-08\|32.18\|0.53\|32.00\|32.45\|31.05\|424834;2026-05-11\|33.23\|3.26\|32.50\|34.47\|32.42\|612958;2026-05-12\|33.73\|1.50\|33.65\|34.47\|33.50\|402577;2026-05-13\|34.69\|2.85\|33.73\|34.87\|33.59\|494396;2026-05-14\|32.52\|-6.26\|34.71\|34.71\|32.50\|428451;2026-05-15\|32.18\|-1.05\|33.02\|33.44\|31.73\|373850;2026-05-18\|32.20\|0.06\|32.07\|33.15\|31.87\|266078;2026-05-19\|30.62\|-4.91\|32.16\|32.16\|30.50\|331399;2026-05-20\|31.98\|4.44\|30.40\|32.54\|30.17\|356470;2026-05-21\|31.39\|-1.84\|31.98\|32.59\|31.31\|308542;2026-05-22\|32.87\|4.71\|31.40\|33.40\|31.18\|332898;2026-05-25\|32.01\|-2.62\|32.90\|33.06\|31.85\|243204;2026-05-26\|33.92\|5.97\|31.99\|34.11\|31.68\|467709;2026-05-27\|32.99\|-2.74\|34.00\|34.11\|32.47\|289097;2026-05-28\|32.62\|-1.12\|32.86\|33.44\|31.87\|255921;2026-05-29\|31.26\|-4.17\|32.51\|32.66\|31.02\|212768;2026-06-01\|31.63\|1.18\|31.25\|32.30\|31.16\|190195;2026-06-02\|31.23\|-1.26\|31.63\|31.94\|29.71\|245910;2026-06-03\|31.60\|1.18\|31.00\|32.15\|30.65\|227697;2026-06-04\|29.56\|-6.46\|31.40\|31.40\|29.51\|403188;2026-06-05\|29.28\|-0.95\|29.55\|30.33\|28.76\|264310;2026-06-08\|27.26\|-6.90\|28.55\|28.90\|27.18\|333107;2026-06-09\|28.66\|5.14\|27.53\|28.66\|26.60\|296818;2026-06-10\|29.75\|3.80\|28.19\|29.92\|28.12\|296103;2026-06-11\|32.73\|10.02\|32.73\|32.73\|32.73\|106370;2026-06-12\|34.15\|4.34\|36.00\|36.00\|33.14\|1114996;2026-06-15\|37.24\|9.05\|34.70\|37.57\|33.97\|828293;2026-06-16\|39.13\|5.08\|37.20\|40.92\|37.20\|1012179;2026-06-17\|37.60\|-3.91\|38.80\|38.80\|36.82\|763984;2026-06-18\|38.65\|2.79\|37.84\|39.45\|36.88\|765986;2026-06-22\|41.97\|10.01\|38.81\|41.97\|38.66\|594507;2026-06-23\|39.24\|-6.50\|44.99\|44.99\|39.06\|922289;2026-06-24\|43.16\|9.99\|38.98\|43.16\|38.98\|782803;2026-06-25\|47.48\|10.01\|44.93\|47.48\|43.06\|1211210;2026-06-26\|48.80\|2.78\|46.00\|51.44\|45.77\|1405223;2026-06-29\|47.88\|-1.89\|49.80\|50.78\|45.60\|1164527;2026-06-30\|46.97\|-1.90\|46.50\|47.60\|44.60\|825486;2026-07-01\|45.67\|-2.77\|46.37\|49.37\|44.81\|865713;2026-07-02\|42.25\|-7.49\|43.75\|44.49\|42.20\|836334;2026-07-03\|39.89\|-5.59\|41.85\|42.54\|39.72\|696903;2026-07-06\|39.40\|-1.23\|40.58\|41.75\|39.12\|545861;2026-07-07\|37.19\|-5.61\|38.77\|39.68\|37.08\|457377;2026-07-08\|35.72\|-3.95\|37.20\|37.85\|35.60\|481835;2026-07-09\|36.20\|1.34\|35.98\|36.79\|34.58\|490061;2026-07-10\|34.03\|-5.99\|36.39\|37.15\|33.95\|577842
113928	六氟化钨价格较去年同期涨超200%	海力士供应+高纯二氧化碳+电子特气行业原因：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日及6月29日互动易，公司超纯氨、高纯氧化亚氮、高纯二氧化碳产品已稳定供应海力士，其中高纯二氧化碳已顺利通过海力士第三轮测试并进入正式供应阶段。 2、据21世纪经济报道2026年6月30日报道，韩国公布史上最大规模半导体与AI产业投资计划，三星电子和SK集团大举投资1.3万亿美元，SK海力士提前加码扩产。 3、据2025年年度报告及2026年5月22日投资者关系活动记录表，公司是国内领先的电子特种气体及大宗气体供应商，为电子半导体等领域提供超纯氨、高纯氧化亚氮等百余种气体产品。	华东地区重要的特种气体和大宗气体供应商；公司专业从事工业气体的研产销和服务，既生产超纯氨、高纯氢、高纯氧化亚氮、其他超高纯气体、混合气等特种气体，又生产应用于半导体行业的电子大宗气体和应用于其他工业领域的大宗气体及天然气	2026-03-03\|24.23\|2.89\|24.12\|24.95\|23.40\|363337;2026-03-04\|25.26\|4.25\|24.89\|25.88\|23.75\|444622;2026-03-05\|24.50\|-3.01\|24.63\|26.58\|24.30\|325678;2026-03-06\|24.93\|1.76\|24.10\|25.39\|23.88\|211734;2026-03-09\|24.45\|-1.93\|25.70\|26.16\|24.33\|273077;2026-03-10\|23.52\|-3.80\|23.86\|24.20\|23.03\|241398;2026-03-11\|23.35\|-0.72\|23.31\|23.99\|23.12\|171728;2026-03-12\|26.15\|11.99\|23.67\|27.50\|23.51\|523872;2026-03-13\|26.60\|1.72\|27.50\|28.65\|25.66\|462466;2026-03-16\|28.29\|6.35\|28.10\|30.50\|27.66\|597283;2026-03-17\|27.27\|-3.61\|27.89\|28.00\|26.25\|390984;2026-03-18\|26.10\|-4.29\|26.67\|27.25\|25.28\|330916;2026-03-19\|27.79\|6.48\|27.58\|28.89\|26.51\|527331;2026-03-20\|29.11\|4.75\|27.75\|30.74\|27.00\|577467;2026-03-23\|30.70\|5.46\|28.76\|32.66\|28.70\|641965;2026-03-24\|29.51\|-3.88\|30.00\|30.40\|28.75\|443891;2026-03-25\|28.18\|-4.51\|28.21\|28.40\|26.50\|453151;2026-03-26\|27.92\|-0.92\|28.28\|29.58\|27.43\|376125;2026-03-27\|30.01\|7.49\|28.46\|30.41\|28.04\|540878;2026-03-30\|28.88\|-3.77\|31.01\|31.65\|28.70\|442031;2026-03-31\|26.12\|-9.56\|28.57\|28.94\|26.02\|398779;2026-04-01\|25.46\|-2.53\|26.00\|26.46\|24.77\|307128;2026-04-02\|26.38\|3.61\|25.81\|27.22\|25.80\|310863;2026-04-03\|27.80\|5.38\|26.90\|28.29\|26.00\|399655;2026-04-07\|29.30\|5.40\|28.55\|29.40\|27.42\|313856;2026-04-08\|27.08\|-7.58\|26.05\|27.24\|25.52\|536798;2026-04-09\|27.50\|1.55\|26.95\|28.97\|26.90\|442128;2026-04-10\|26.47\|-3.75\|27.11\|27.53\|26.18\|387024;2026-04-13\|25.91\|-2.12\|26.95\|27.33\|25.33\|355940;2026-04-14\|27.89\|7.64\|25.48\|28.05\|25.32\|522330;2026-04-15\|27.70\|-0.68\|28.99\|29.98\|27.41\|488249;2026-04-16\|27.49\|-0.76\|27.90\|28.25\|26.02\|438707;2026-04-17\|27.33\|-0.58\|27.49\|27.94\|26.32\|386341;2026-04-20\|29.10\|6.48\|27.51\|29.80\|26.89\|528545;2026-04-21\|32.65\|12.20\|29.58\|33.40\|28.87\|702713;2026-04-22\|32.75\|0.31\|33.40\|34.58\|31.52\|624623;2026-04-23\|34.40\|5.04\|33.61\|35.13\|32.88\|655701;2026-04-24\|36.12\|5.00\|35.50\|39.60\|34.90\|838959;2026-04-27\|38.45\|6.45\|38.38\|43.34\|38.01\|865139;2026-04-28\|40.90\|6.37\|41.00\|41.96\|38.11\|824676;2026-04-29\|40.15\|-1.83\|40.39\|41.88\|38.50\|642041;2026-04-30\|34.89\|-13.10\|39.99\|40.76\|34.80\|853370;2026-05-06\|34.08\|-2.32\|35.50\|35.80\|33.65\|729660;2026-05-07\|32.04\|-5.99\|33.50\|33.66\|31.91\|638555;2026-05-08\|31.30\|-2.31\|32.24\|32.92\|31.12\|513499;2026-05-11\|32.79\|4.76\|31.64\|33.56\|31.54\|653693;2026-05-12\|30.20\|-7.90\|32.23\|32.23\|29.93\|552041;2026-05-13\|31.13\|3.08\|29.75\|31.77\|29.70\|477675;2026-05-14\|31.17\|0.13\|31.38\|33.56\|31.17\|592266;2026-05-15\|31.59\|1.35\|30.32\|32.68\|29.80\|596286;2026-05-18\|31.35\|-0.76\|31.47\|32.68\|30.48\|428249;2026-05-19\|31.65\|0.96\|31.27\|31.87\|30.31\|372194;2026-05-20\|32.50\|2.69\|31.68\|33.00\|31.37\|533687;2026-05-21\|28.92\|-11.02\|32.75\|32.75\|28.80\|534615;2026-05-22\|28.93\|0.91\|28.80\|28.96\|27.51\|423058;2026-05-25\|27.04\|-6.53\|28.00\|28.00\|26.51\|447852;2026-05-26\|26.61\|-1.59\|26.85\|26.95\|25.88\|302596;2026-05-27\|26.07\|-2.03\|26.51\|27.11\|25.71\|297410;2026-05-28\|26.08\|0.04\|26.36\|26.56\|25.83\|247336;2026-05-29\|25.16\|-3.53\|26.27\|26.27\|24.89\|288312;2026-06-01\|25.33\|0.68\|25.14\|26.07\|25.09\|200360;2026-06-02\|25.46\|0.51\|25.90\|25.99\|25.06\|207741;2026-06-03\|26.88\|5.58\|25.35\|27.27\|25.20\|386533;2026-06-04\|28.24\|5.06\|26.40\|28.60\|26.32\|443354;2026-06-05\|27.03\|-4.28\|27.55\|28.20\|26.90\|325304;2026-06-08\|26.30\|-2.70\|25.40\|27.50\|25.30\|252340;2026-06-09\|28.34\|7.76\|26.88\|28.72\|26.00\|368459;2026-06-10\|29.65\|4.62\|28.00\|30.00\|27.81\|508592;2026-06-11\|33.10\|11.64\|29.57\|34.79\|28.55\|797324;2026-06-12\|28.17\|-14.89\|31.88\|32.00\|28.11\|676500;2026-06-15\|28.95\|2.77\|27.79\|29.29\|27.48\|360895;2026-06-16\|30.08\|3.90\|29.80\|30.92\|29.50\|461737;2026-06-17\|31.17\|3.62\|29.20\|31.28\|29.10\|422818;2026-06-18\|30.27\|-2.89\|30.77\|30.97\|29.87\|412044;2026-06-22\|32.81\|8.39\|31.00\|33.72\|30.97\|595431;2026-06-23\|34.45\|5.00\|33.13\|35.23\|32.23\|655921;2026-06-24\|33.43\|-2.96\|32.70\|33.88\|31.01\|522815;2026-06-25\|34.86\|4.28\|34.00\|35.60\|33.00\|489760;2026-06-26\|34.50\|-1.03\|34.51\|36.66\|34.27\|508743;2026-06-29\|39.17\|13.54\|38.55\|39.74\|35.88\|695730;2026-06-30\|41.48\|5.90\|40.00\|42.50\|38.23\|685029;2026-07-01\|49.78\|20.01\|44.99\|49.78\|44.84\|546716;2026-07-02\|47.74\|-4.10\|48.77\|51.91\|45.00\|1007988;2026-07-03\|40.00\|-16.21\|45.51\|47.30\|39.92\|987892;2026-07-06\|36.89\|-7.78\|40.07\|40.67\|36.30\|646504;2026-07-07\|37.08\|0.52\|36.10\|37.48\|35.89\|486372;2026-07-08\|36.10\|-2.64\|37.80\|39.28\|36.08\|603268;2026-07-09\|38.05\|5.40\|36.20\|38.22\|34.85\|564477;2026-07-10\|34.39\|-9.62\|38.00\|38.99\|34.39\|63895543
113927	六氟化钨价格较去年同期涨超200%	电子大宗气体+氦气涨价+广州国资+一季报增长行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月22日投资者关系活动记录表，因中东地缘局势及俄罗斯出口管制等影响，全球氦气现货价格出现明显波动，供应链运行受到巨大冲击，目前全球氦气供应紧张；公司已构建涵盖中东、北美、欧洲的多渠道货源，是国内唯一实现大批量、长期稳定协议及多区域气源集中采购的内资气体企业，可有效对冲外部扰动，保障业务稳定运作。 2、据2026年4月25日披露的一季报，公司2026年一季度实现归母净利润9178.79万元，同比增长62.63%；一季度毛利率同比提升主要系多地电子大宗现场制气项目二期装置顺利投产，高毛利现场制气业务占比提升。 3、据2025年年度报告，公司是国内领先的电子大宗气体综合服务商，2025年电子大宗气体业务实现营收17.32亿元，同比增长16.41%，占主营业务收入比重达77.03%；2024年公司在半导体和面板领域新增现场制气项目市占率达41%，居全国第一。 4、公司实际控制人为广州市人民政府国有资产监督管理委员会。	国内极少数超高纯电子大宗气体综合性服务商，国内最大高纯氦气厂商之一	2026-03-03\|27.12\|-0.18\|27.50\|30.00\|27.00\|517288;2026-03-04\|26.42\|-2.58\|28.14\|28.50\|25.12\|524570;2026-03-05\|26.31\|-0.42\|26.75\|27.58\|25.82\|319935;2026-03-06\|25.80\|-1.94\|26.18\|27.33\|25.68\|233810;2026-03-09\|25.04\|-2.95\|26.90\|26.97\|24.25\|466227;2026-03-10\|25.29\|1.00\|24.79\|25.82\|24.42\|296798;2026-03-11\|24.81\|-1.90\|25.30\|25.76\|24.45\|244734;2026-03-12\|26.45\|6.61\|25.03\|27.15\|24.70\|380896;2026-03-13\|25.53\|-3.48\|27.58\|28.02\|25.23\|388538;2026-03-16\|24.46\|-4.19\|25.50\|26.57\|24.13\|387769;2026-03-17\|23.39\|-4.37\|24.36\|24.43\|23.25\|277399;2026-03-18\|23.25\|-0.60\|23.51\|23.80\|23.06\|184052;2026-03-19\|23.76\|2.19\|23.50\|24.38\|22.80\|338343;2026-03-20\|23.23\|-2.23\|23.58\|24.44\|23.15\|258531;2026-03-23\|23.60\|1.59\|23.11\|25.65\|23.03\|410318;2026-03-24\|22.85\|-3.18\|23.01\|23.20\|22.02\|301457;2026-03-25\|22.76\|-0.39\|22.68\|23.09\|22.20\|265161;2026-03-26\|22.84\|0.35\|22.71\|23.65\|22.39\|257181;2026-03-27\|23.68\|3.68\|23.00\|24.40\|22.75\|275257;2026-03-30\|23.60\|-0.34\|24.36\|24.39\|23.06\|244607;2026-03-31\|22.25\|-5.72\|23.30\|23.50\|22.03\|255941;2026-04-01\|22.19\|-0.27\|22.35\|22.59\|21.28\|280575;2026-04-02\|22.89\|3.15\|22.18\|23.18\|22.12\|222960;2026-04-03\|23.05\|0.70\|23.27\|23.63\|22.70\|180687;2026-04-07\|23.50\|1.95\|23.28\|24.44\|23.13\|208483;2026-04-08\|24.54\|4.43\|22.82\|24.80\|22.38\|382306;2026-04-09\|24.23\|-1.26\|24.17\|24.80\|23.86\|186989;2026-04-10\|23.93\|-1.24\|23.90\|24.62\|23.78\|152949;2026-04-13\|23.63\|-1.25\|23.67\|24.39\|23.01\|184369;2026-04-14\|24.38\|3.17\|23.52\|24.88\|23.15\|223273;2026-04-15\|23.86\|-2.13\|25.00\|25.20\|23.35\|214548;2026-04-16\|26.01\|9.01\|24.15\|26.25\|23.82\|374339;2026-04-17\|25.32\|-2.65\|25.51\|25.70\|25.06\|194093;2026-04-20\|26.28\|3.79\|25.36\|26.53\|24.42\|355293;2026-04-21\|29.50\|12.25\|26.39\|29.94\|26.20\|490189;2026-04-22\|29.82\|1.08\|30.00\|30.90\|28.80\|353328;2026-04-23\|30.05\|0.77\|30.36\|30.68\|29.20\|339698;2026-04-24\|30.21\|0.53\|30.00\|32.37\|29.50\|421505;2026-04-27\|31.79\|5.23\|30.00\|34.80\|30.00\|494256;2026-04-28\|30.78\|-3.18\|32.01\|32.13\|29.62\|421474;2026-04-29\|30.47\|-1.01\|30.44\|31.67\|30.10\|294675;2026-04-30\|30.06\|-1.35\|31.04\|31.80\|29.56\|330473;2026-05-06\|30.00\|-0.20\|30.60\|31.23\|29.86\|303789;2026-05-07\|27.80\|-7.33\|29.02\|29.35\|27.38\|592869;2026-05-08\|27.64\|-0.58\|27.87\|28.80\|27.60\|311213;2026-05-11\|28.55\|3.29\|27.85\|29.09\|27.37\|441704;2026-05-12\|28.31\|-0.84\|28.45\|29.00\|27.88\|272055;2026-05-13\|29.41\|3.89\|28.05\|29.84\|27.76\|349748;2026-05-14\|30.05\|2.18\|29.50\|31.90\|29.48\|423019;2026-05-15\|31.77\|5.72\|30.19\|32.98\|28.91\|506228;2026-05-18\|33.02\|3.93\|32.69\|33.65\|30.88\|453898;2026-05-19\|34.78\|5.33\|32.54\|34.96\|31.11\|431704;2026-05-20\|34.16\|-1.78\|34.74\|36.10\|33.36\|383358;2026-05-21\|30.75\|-9.98\|34.00\|34.00\|30.66\|478597;2026-05-22\|29.86\|-2.89\|31.39\|31.62\|29.58\|350422;2026-05-25\|30.09\|0.77\|29.86\|31.02\|28.20\|336364;2026-05-26\|29.68\|-1.36\|29.96\|30.06\|28.99\|215640;2026-05-27\|29.84\|0.54\|29.88\|31.45\|29.55\|298146;2026-05-28\|29.29\|-1.84\|29.70\|30.30\|29.03\|279685;2026-05-29\|27.70\|-5.43\|29.30\|29.49\|27.20\|323981;2026-06-01\|26.81\|-3.21\|27.80\|28.54\|26.73\|215593;2026-06-02\|27.62\|3.02\|26.86\|28.57\|26.51\|235954;2026-06-03\|28.04\|1.52\|27.72\|28.25\|26.95\|251658;2026-06-04\|30.12\|7.42\|27.70\|30.31\|27.52\|337934;2026-06-05\|28.11\|-6.67\|29.50\|30.17\|27.85\|314219;2026-06-08\|26.64\|-5.23\|25.97\|27.77\|25.97\|249525;2026-06-09\|27.60\|3.60\|26.62\|28.18\|26.51\|237420;2026-06-10\|29.13\|5.54\|27.33\|29.56\|27.33\|332660;2026-06-11\|32.80\|12.60\|29.45\|34.10\|28.49\|648825;2026-06-12\|28.95\|-11.74\|31.50\|31.55\|28.80\|497330;2026-06-15\|28.12\|-2.87\|29.05\|29.33\|27.80\|335293;2026-06-16\|29.80\|5.97\|28.68\|30.60\|28.45\|412606;2026-06-17\|33.50\|12.42\|28.79\|33.60\|28.70\|453136;2026-06-18\|33.41\|-0.27\|32.62\|33.86\|31.89\|361927;2026-06-22\|38.38\|14.88\|34.41\|39.68\|33.58\|555538;2026-06-23\|38.57\|0.49\|41.31\|41.97\|37.30\|592237;2026-06-24\|38.59\|0.05\|36.70\|39.65\|34.02\|529321;2026-06-25\|40.20\|4.17\|39.04\|41.88\|37.10\|562781;2026-06-26\|38.74\|-3.49\|39.26\|40.35\|37.50\|400416;2026-06-29\|46.49\|20.01\|40.70\|46.49\|39.13\|652668;2026-06-30\|52.10\|12.07\|46.80\|54.98\|45.10\|636385;2026-07-01\|55.00\|5.57\|53.00\|57.31\|51.66\|647396;2026-07-02\|49.20\|-10.55\|50.68\|54.20\|48.70\|692657;2026-07-03\|46.45\|-5.59\|50.00\|53.11\|45.02\|752102;2026-07-06\|45.07\|-2.97\|46.00\|46.55\|42.43\|649411;2026-07-07\|48.01\|6.52\|44.83\|48.28\|43.42\|567202;2026-07-08\|46.80\|-2.52\|48.00\|49.88\|46.28\|529088;2026-07-09\|50.90\|8.76\|47.73\|51.48\|45.40\|539030;2026-07-10\|43.60\|-14.34\|51.51\|52.50\|43.10\|65836772
113926	六氟化钨价格较去年同期涨超200%	电子特气龙头+存储上游+六氟化钨+央企行业原因： 6月2日，SK集团会长崔泰源称，SK海力士计划五年内将晶圆产能翻番。他表示，存储芯片产能瓶颈问题可能会持续到2030年。公司原因： 1、据2026年5月29日及5月14日公告，公司关注到媒体报道及市场传闻涉及日本六氟化钨供应商因原料问题计划减产，受钨相关物项出口管制及开采总量控制政策影响，上游钨原料供应趋紧，近期部分下游客户就六氟化钨产品与公司业务洽谈增加。 2、据2026年5月8日机构调研，公司当前六氟化钨年产能2000吨，产能利用率处于较高水平，产品纯度达6N级，已实现全球主要半导体厂商稳定供应；受下游存储芯片资本支出增长及AI驱动HBM需求拉动，预计需求将持续旺盛。 3、据2026年4月21日年报，公司是国内电子特种气体收入规模最大的企业，2024年集成电路电子特气领域销售收入全球第九、国内第一；已建有三氟化氮年产能18500吨、六氟化钨年产能2000吨，规模位居国内及世界前列。 4、公司最终控制人为国务院国有资产监督管理委员会。	公司电子特种气体产品及三氟甲磺酸主要用于集成电路、半导体照明等行业	2026-03-03\|46.73\|-3.83\|48.50\|49.17\|46.63\|92709;2026-03-04\|45.23\|-3.21\|46.06\|47.44\|44.90\|77750;2026-03-05\|45.45\|0.49\|46.06\|46.96\|44.81\|65378;2026-03-06\|45.53\|0.18\|45.35\|46.12\|44.72\|48952;2026-03-09\|44.14\|-3.05\|45.08\|45.10\|42.90\|70399;2026-03-10\|44.58\|1.00\|44.81\|45.15\|43.82\|58881;2026-03-11\|45.40\|1.84\|44.60\|46.55\|44.58\|72881;2026-03-12\|46.05\|1.43\|45.46\|46.88\|44.51\|106057;2026-03-13\|45.85\|-0.43\|46.51\|47.68\|44.65\|122281;2026-03-16\|44.56\|-2.81\|45.77\|46.52\|43.90\|103542;2026-03-17\|42.20\|-5.30\|44.61\|44.63\|42.20\|87986;2026-03-18\|42.12\|-0.19\|42.40\|42.50\|41.57\|48141;2026-03-19\|42.24\|0.28\|41.85\|43.88\|41.14\|87048;2026-03-20\|41.66\|-1.37\|41.90\|44.15\|41.50\|83560;2026-03-23\|42.08\|1.01\|41.12\|44.10\|41.08\|112671;2026-03-24\|41.11\|-2.31\|42.14\|42.50\|40.08\|88702;2026-03-25\|41.18\|0.17\|40.80\|41.94\|40.75\|59525;2026-03-26\|40.83\|-0.85\|41.17\|41.75\|40.66\|50992;2026-03-27\|42.58\|4.29\|40.80\|43.18\|40.57\|67635;2026-03-30\|43.84\|2.96\|42.60\|44.00\|42.26\|68642;2026-03-31\|42.56\|-2.92\|43.20\|43.59\|42.50\|50707;2026-04-01\|42.95\|0.92\|43.36\|43.51\|42.61\|31859;2026-04-02\|42.68\|-0.63\|42.53\|43.68\|42.26\|35447;2026-04-03\|51.22\|20.01\|46.46\|51.22\|45.46\|304820;2026-04-07\|53.27\|4.00\|51.98\|54.50\|50.98\|307308;2026-04-08\|54.47\|2.25\|52.81\|54.47\|50.70\|237180;2026-04-09\|57.51\|5.58\|54.47\|60.98\|54.01\|237275;2026-04-10\|60.45\|5.11\|58.66\|62.74\|58.66\|216085;2026-04-13\|60.83\|0.63\|61.05\|64.67\|59.80\|200704;2026-04-14\|61.11\|0.46\|60.84\|62.42\|59.20\|155178;2026-04-15\|60.14\|-1.59\|61.80\|62.41\|59.70\|137164;2026-04-16\|63.51\|5.60\|60.00\|66.00\|58.12\|203480;2026-04-17\|64.31\|1.26\|64.06\|66.52\|63.25\|162058;2026-04-20\|67.57\|5.07\|67.80\|69.45\|65.09\|199436;2026-04-21\|69.30\|2.56\|66.41\|71.08\|63.01\|271207;2026-04-22\|70.10\|1.15\|69.30\|74.07\|66.16\|257129;2026-04-23\|70.81\|1.01\|71.04\|73.74\|69.90\|210332;2026-04-24\|73.08\|3.21\|72.49\|78.92\|71.20\|253079;2026-04-27\|71.40\|-2.30\|73.50\|78.50\|71.17\|275625;2026-04-28\|74.02\|3.67\|71.90\|76.39\|69.65\|259458;2026-04-29\|76.11\|2.82\|73.46\|79.65\|72.80\|190375;2026-04-30\|80.35\|5.57\|79.38\|87.77\|78.34\|269395;2026-05-06\|77.25\|-3.86\|82.00\|82.50\|76.81\|275851;2026-05-07\|78.00\|0.97\|76.20\|80.06\|75.10\|199076;2026-05-08\|79.84\|2.36\|77.17\|81.80\|77.17\|169423;2026-05-11\|95.81\|20.00\|82.60\|95.81\|81.13\|278903;2026-05-12\|98.00\|2.29\|100.60\|101.90\|95.08\|266511;2026-05-13\|117.60\|20.00\|97.65\|117.60\|94.65\|297233;2026-05-14\|141.12\|20.00\|132.00\|141.12\|131.71\|269662;2026-05-15\|145.55\|3.14\|139.53\|151.00\|136.90\|324994;2026-05-18\|135.90\|-6.63\|141.36\|147.64\|131.00\|230016;2026-05-19\|126.13\|-7.19\|131.50\|134.88\|118.40\|209328;2026-05-20\|141.58\|12.25\|126.48\|149.49\|124.68\|247850;2026-05-21\|127.87\|-9.68\|140.00\|141.11\|127.51\|179804;2026-05-22\|130.72\|2.23\|129.30\|135.88\|129.30\|139769;2026-05-25\|134.33\|2.76\|131.00\|135.80\|122.00\|183330;2026-05-26\|142.00\|5.71\|131.10\|143.88\|128.00\|167082;2026-05-27\|155.00\|9.15\|144.00\|165.47\|139.00\|196034;2026-05-28\|174.66\|12.68\|154.00\|175.38\|154.00\|160524;2026-05-29\|174.66\|0.00\|182.00\|182.50\|164.01\|159838;2026-06-01\|169.99\|-2.67\|185.10\|198.66\|166.31\|206602;2026-06-02\|192.00\|12.95\|173.39\|196.58\|173.39\|232035;2026-06-03\|182.66\|-4.86\|192.00\|201.99\|178.77\|260398;2026-06-04\|219.19\|20.00\|199.59\|219.19\|193.90\|200213;2026-06-05\|231.11\|5.44\|229.00\|243.03\|219.14\|254626;2026-06-08\|252.18\|9.12\|231.00\|265.50\|230.68\|248539;2026-06-09\|250.82\|-0.54\|247.00\|262.96\|239.99\|178018;2026-06-10\|292.00\|16.42\|263.00\|298.90\|263.00\|177007;2026-06-11\|349.80\|19.79\|308.06\|349.80\|289.00\|209792;2026-06-12\|302.00\|-13.66\|327.00\|336.93\|279.88\|284423;2026-06-15\|318.30\|5.40\|310.00\|318.92\|280.04\|203330;2026-06-16\|323.00\|1.48\|326.00\|365.00\|318.50\|232170;2026-06-17\|339.70\|5.24\|310.00\|340.00\|300.33\|187377;2026-06-18\|364.00\|7.15\|332.00\|365.00\|323.36\|156310;2026-06-22\|389.99\|7.14\|368.00\|399.50\|366.00\|175441;2026-06-26\|385.60\|-1.13\|406.50\|416.99\|370.00\|182664;2026-06-29\|370.00\|-4.05\|365.15\|393.00\|312.19\|216063;2026-06-30\|349.99\|-5.41\|355.00\|363.00\|331.88\|153399;2026-07-01\|378.61\|8.18\|349.99\|386.00\|347.50\|149479;2026-07-02\|365.00\|-3.59\|353.00\|399.99\|350.13\|149993;2026-07-03\|330.14\|-9.55\|358.00\|369.91\|319.30\|130286;2026-07-06\|302.80\|-8.28\|335.00\|344.00\|301.06\|133450;2026-07-07\|315.99\|4.36\|290.00\|319.90\|280.59\|150212;2026-07-08\|331.00\|4.75\|313.00\|339.99\|309.00\|152598;2026-07-09\|363.60\|9.85\|344.00\|370.00\|328.60\|140176;2026-07-10\|293.99\|-19.14\|341.00\|352.99\|291.80\|19870666
113925	六氟化钨价格较去年同期涨超200%	六氟化钨+电子化学品+定增募资行业原因： 1、受AI服务器及HBM高带宽存储产能扩张推动，全品类电子化学品需求持续提升。 2、据每日经济新闻6月10日报道，日本关东电化、中央硝子因国内钨原料出口管控而停产，导致中国进口六氟化钨价格较去年同期暴涨232.7%，特种气体受催化大幅走强。公司原因： 1、据2026年6月9日异动公告，公司注意到有媒体报道及市场传闻海外六氟化钨供应链紧张，我国六氟化钨出口量价齐升；但公司同时澄清其高纯六氟化钨尚未签署新的具有法律约束力的长期或大额实质性订单，目前产能为600吨且暂无扩产计划，上游钨材料涨价致采购成本增加。 2、据2025年年报及2026年6月8日互动易，公司主营业务涵盖电子湿化学品、电子特种气体及前驱体材料三大板块，是国内少数同时具备三类产品生产能力的企业之一；其电子级氢氟酸被认定达到“技术水平国际先进且打破国际垄断”，电子级硫酸、硝酸已导入SK海力士、中芯国际等主流厂商。 3、据2026年6月4日及6月9日公告，公司2026年第一次临时股东会已审议通过向特定对象发行股票的相关议案，拟募集资金不超过8亿元，用于新增年产6万吨电子级硫酸等项目及补充流动资金。	公司主要从事电子湿化学品、电子特种气体和前驱体材料，为逻辑芯片、存储芯片制造稳定批量供应电子级硝酸，电子级氢氟酸是公司的优势产品之一	2026-03-03\|9.89\|-5.90\|10.55\|10.59\|9.85\|357544;2026-03-04\|9.76\|-1.31\|9.80\|10.05\|9.70\|257820;2026-03-05\|10.09\|3.38\|9.96\|10.52\|9.90\|370861;2026-03-06\|9.98\|-1.09\|10.05\|10.18\|9.88\|251501;2026-03-09\|9.80\|-1.80\|9.78\|9.88\|9.33\|308167;2026-03-10\|9.98\|1.84\|10.06\|10.13\|9.87\|222558;2026-03-11\|10.01\|0.30\|10.00\|10.32\|9.97\|242658;2026-03-12\|9.90\|-1.10\|10.00\|10.15\|9.82\|196242;2026-03-13\|9.76\|-1.41\|9.83\|10.07\|9.74\|191108;2026-03-16\|9.95\|1.95\|9.77\|9.95\|9.53\|223790;2026-03-17\|9.46\|-4.92\|9.95\|9.96\|9.43\|219921;2026-03-18\|9.84\|4.02\|9.57\|9.87\|9.51\|249414;2026-03-19\|9.50\|-3.46\|9.63\|9.67\|9.40\|243643;2026-03-20\|9.12\|-4.00\|9.53\|9.56\|9.10\|212238;2026-03-23\|8.71\|-4.50\|8.93\|9.22\|8.61\|293275;2026-03-24\|8.73\|0.23\|8.94\|8.95\|8.45\|256882;2026-03-25\|9.01\|3.21\|8.78\|9.12\|8.75\|218200;2026-03-26\|8.74\|-3.00\|8.95\|9.08\|8.70\|171895;2026-03-27\|8.90\|1.83\|8.58\|9.03\|8.52\|154536;2026-03-30\|8.82\|-0.90\|8.76\|8.84\|8.60\|170720;2026-03-31\|8.56\|-2.95\|8.79\|8.83\|8.55\|173193;2026-04-01\|8.82\|3.04\|8.81\|8.91\|8.71\|172444;2026-04-02\|8.43\|-4.42\|8.79\|8.79\|8.35\|206085;2026-04-03\|8.59\|1.90\|8.52\|8.80\|8.36\|223235;2026-04-07\|8.98\|4.54\|8.59\|9.49\|8.59\|335023;2026-04-08\|9.27\|3.23\|9.15\|9.28\|9.06\|314250;2026-04-09\|9.10\|-1.83\|9.15\|9.34\|9.07\|194001;2026-04-10\|9.20\|1.10\|9.21\|9.56\|9.19\|266310;2026-04-13\|9.17\|-0.33\|9.13\|9.30\|9.10\|191737;2026-04-14\|9.25\|0.87\|9.29\|9.35\|9.17\|196213;2026-04-15\|9.14\|-1.19\|9.40\|9.48\|9.13\|184531;2026-04-16\|9.27\|1.42\|9.19\|9.30\|9.07\|169904;2026-04-17\|9.34\|0.76\|9.25\|9.43\|9.21\|151359;2026-04-20\|9.40\|0.64\|9.28\|9.52\|9.28\|170936;2026-04-21\|9.54\|1.49\|9.35\|9.65\|9.26\|269062;2026-04-22\|9.76\|2.31\|9.48\|9.78\|9.41\|329652;2026-04-23\|9.74\|-0.20\|9.69\|9.98\|9.65\|284686;2026-04-24\|9.89\|1.54\|9.71\|10.12\|9.67\|325025;2026-04-27\|10.33\|4.45\|9.89\|10.43\|9.89\|436390;2026-04-28\|11.54\|11.71\|10.47\|12.15\|10.23\|1246339;2026-04-29\|11.11\|-3.73\|11.40\|11.47\|11.02\|770117;2026-04-30\|12.29\|10.62\|11.21\|12.65\|11.21\|1030694;2026-05-06\|12.35\|0.49\|12.77\|13.33\|12.31\|991006;2026-05-07\|12.39\|0.32\|12.35\|12.57\|12.25\|559107;2026-05-08\|12.40\|0.08\|12.14\|12.49\|12.08\|550175;2026-05-11\|13.19\|6.37\|12.65\|13.66\|12.55\|794168;2026-05-12\|12.72\|-3.56\|12.60\|13.15\|12.58\|670734;2026-05-13\|13.37\|5.11\|12.56\|13.56\|12.33\|637901;2026-05-14\|13.99\|4.64\|13.51\|14.49\|13.12\|990093;2026-05-15\|16.79\|20.01\|16.32\|16.79\|16.30\|714944;2026-05-18\|18.62\|10.90\|17.08\|19.50\|16.13\|2106648;2026-05-19\|17.20\|-7.63\|17.75\|18.38\|16.56\|1630633;2026-05-20\|17.92\|4.19\|16.86\|18.45\|16.67\|1636399;2026-05-21\|15.75\|-12.11\|17.56\|17.88\|15.68\|1516091;2026-05-22\|16.30\|3.49\|15.78\|16.55\|15.57\|1079587;2026-05-25\|15.99\|-1.90\|16.52\|16.58\|15.38\|877539;2026-05-26\|15.12\|-5.44\|15.70\|15.78\|14.87\|833896;2026-05-27\|14.62\|-3.31\|15.30\|15.38\|14.52\|640955;2026-05-28\|15.50\|6.02\|14.50\|15.74\|14.36\|890645;2026-05-29\|14.35\|-7.42\|15.72\|15.99\|14.20\|879307;2026-06-01\|14.25\|-0.70\|14.49\|15.09\|14.25\|551668;2026-06-02\|14.13\|-0.84\|14.25\|14.54\|13.61\|609435;2026-06-03\|14.48\|2.48\|14.09\|14.82\|14.01\|600614;2026-06-04\|16.03\|10.70\|13.99\|16.99\|13.99\|1356008;2026-06-05\|15.99\|-0.25\|15.50\|16.80\|15.34\|1063776;2026-06-08\|19.19\|20.01\|15.05\|19.19\|15.03\|1584206;2026-06-09\|22.66\|18.08\|19.93\|22.98\|19.68\|1894760;2026-06-10\|25.05\|10.55\|22.45\|26.32\|22.45\|1816468;2026-06-11\|30.05\|19.96\|26.68\|30.06\|26.02\|1775237;2026-06-12\|24.85\|-17.30\|28.00\|29.20\|24.20\|1864673;2026-06-15\|27.02\|8.73\|25.51\|28.13\|22.67\|1268424;2026-06-16\|29.89\|10.62\|27.02\|32.42\|27.00\|1334355;2026-06-17\|33.96\|13.62\|29.00\|34.20\|28.80\|1190218;2026-06-18\|34.77\|2.39\|33.40\|35.50\|31.81\|1220249;2026-06-22\|34.94\|0.49\|34.77\|36.39\|32.80\|1296899;2026-06-23\|31.25\|-10.56\|33.01\|33.09\|29.88\|1073121;2026-06-24\|33.12\|5.98\|30.88\|33.35\|30.10\|862137;2026-06-25\|34.60\|4.47\|33.88\|35.61\|32.50\|927344;2026-06-26\|32.10\|-7.23\|34.00\|35.32\|31.19\|889481;2026-06-29\|37.80\|17.76\|33.64\|38.50\|32.31\|1471950;2026-06-30\|36.81\|-2.62\|36.00\|37.68\|34.35\|1109354;2026-07-01\|40.60\|10.30\|37.00\|41.66\|36.15\|1166413;2026-07-02\|40.01\|-1.45\|38.00\|44.00\|35.80\|1186167;2026-07-03\|36.26\|-9.37\|39.82\|41.83\|35.01\|1134213;2026-07-06\|32.39\|-10.67\|36.70\|36.95\|32.00\|943822;2026-07-07\|33.20\|2.50\|31.59\|34.16\|31.38\|839141;2026-07-08\|33.13\|-0.21\|32.90\|35.00\|31.76\|834459;2026-07-09\|35.38\|6.79\|33.96\|35.47\|31.25\|1069616;2026-07-10\|29.33\|-17.10\|34.30\|35.44\|29.00\|130943228
113924	六氟化钨价格较去年同期涨超200%	燃气运营+氢能源+山东国资行业原因：当地时间3月2日，卡塔尔能源因遭袭击宣布停产LNG，占全球出口20%，欧洲气价一日暴涨50%，ICE英国NBP期货飙涨逾40%。公司原因： 1、据2026年2月2日互动易，公司通辽隆圣峰掺氢管道专项获顶尖专家评价一致通过，布局天然气掺氢技术转化。 2、据2025年半年度报告，公司聚焦天然气产业链，围绕天然气应用领域形成了燃气运营业务、LNG业务、燃气设备业务和分布式能源服务业务四大业务板块，其中以燃气运营业务和LNG业务为主，燃气设备业务和分布式能源服务业务为辅。 3、公司最终控制人为山东省国资委。	1、目前公司鄂尔多斯项目已实现5N级（99.999%）氦气稳定生产，技术成熟 2、全资子公司大连派思是 GE、西门子、三菱等龙头的核心辅机供应商，供应前置 / 辅助模块、掺氢输配系统等，切入北美 AI 数据中心轻燃机组配套； 3、山东省国资委旗下；主营业务为LNG业务、城镇燃气运营，以天然气发电为主的燃气设备制造以及分布式能源综合服务业务	2026-03-03\|9.70\|9.98\|9.70\|9.70\|9.70\|139473;2026-03-04\|10.67\|10.00\|10.67\|10.67\|9.79\|1678744;2026-03-05\|9.60\|-10.03\|10.09\|10.75\|9.60\|1523945;2026-03-06\|10.13\|5.52\|9.31\|10.55\|8.65\|1538599;2026-03-09\|9.30\|-8.19\|10.69\|11.00\|9.13\|1418042;2026-03-10\|9.31\|0.11\|8.41\|9.76\|8.41\|1077263;2026-03-11\|9.33\|0.21\|8.93\|9.55\|8.93\|832316;2026-03-12\|8.88\|-4.82\|9.36\|9.63\|8.80\|815604;2026-03-13\|8.58\|-3.38\|8.95\|9.06\|8.51\|560272;2026-03-16\|8.50\|-0.93\|8.57\|9.09\|8.45\|493607;2026-03-17\|8.14\|-4.24\|8.48\|8.52\|8.11\|412562;2026-03-18\|8.23\|1.11\|8.09\|8.30\|7.97\|295488;2026-03-19\|8.46\|2.79\|8.60\|8.80\|8.27\|703092;2026-03-20\|7.92\|-6.38\|7.97\|8.13\|7.80\|523181;2026-03-23\|7.89\|-0.38\|7.88\|8.22\|7.75\|448828;2026-03-24\|8.09\|2.53\|7.86\|8.12\|7.67\|364460;2026-03-25\|8.21\|1.48\|8.01\|8.35\|7.96\|328073;2026-03-26\|8.06\|-1.83\|8.21\|8.25\|7.99\|272423;2026-03-27\|8.39\|4.09\|8.02\|8.49\|7.92\|338255;2026-03-30\|8.26\|-1.55\|8.68\|8.77\|8.19\|446503;2026-03-31\|7.87\|-4.72\|8.20\|8.27\|7.80\|339637;2026-04-01\|7.78\|-1.14\|7.86\|7.95\|7.73\|213237;2026-04-02\|7.93\|1.93\|7.79\|8.00\|7.79\|244835;2026-04-03\|7.40\|-6.68\|7.93\|7.95\|7.38\|307590;2026-04-07\|7.75\|4.73\|7.40\|7.78\|7.32\|290384;2026-04-08\|7.69\|-0.77\|7.42\|7.74\|7.42\|258892;2026-04-09\|7.65\|-0.52\|7.70\|7.88\|7.60\|183298;2026-04-10\|7.64\|-0.13\|7.63\|7.80\|7.55\|154811;2026-04-13\|7.86\|2.88\|7.79\|7.87\|7.63\|212545;2026-04-14\|7.93\|0.89\|7.82\|8.20\|7.60\|362918;2026-04-15\|7.56\|-4.67\|7.90\|7.90\|7.51\|247577;2026-04-16\|7.61\|0.66\|7.46\|7.68\|7.33\|214217;2026-04-17\|7.70\|1.18\|7.62\|7.73\|7.47\|182860;2026-04-20\|8.47\|10.00\|7.85\|8.47\|7.85\|547689;2026-04-21\|8.55\|0.94\|8.64\|8.78\|8.25\|733798;2026-04-22\|9.41\|10.06\|8.65\|9.41\|8.64\|964635;2026-04-23\|10.35\|9.99\|10.35\|10.35\|10.35\|131864;2026-04-24\|11.39\|10.05\|11.39\|11.39\|11.39\|161384;2026-04-27\|12.53\|10.01\|12.24\|12.53\|11.84\|942143;2026-04-28\|13.78\|9.98\|13.00\|13.78\|12.55\|1408369;2026-04-29\|14.55\|5.59\|13.64\|14.89\|12.79\|1529579;2026-04-30\|14.26\|-1.99\|14.68\|15.10\|13.82\|1088477;2026-05-06\|14.50\|1.68\|14.36\|14.62\|13.63\|1170621;2026-05-07\|13.05\|-10.00\|13.90\|14.06\|13.05\|899482;2026-05-08\|11.85\|-9.20\|12.50\|12.86\|11.85\|1220744;2026-05-11\|12.10\|2.11\|12.09\|12.35\|11.99\|881786;2026-05-12\|11.28\|-6.78\|12.11\|12.27\|11.12\|846208;2026-05-13\|11.53\|2.22\|11.33\|11.58\|11.16\|665752;2026-05-14\|11.23\|-2.60\|11.55\|12.28\|11.18\|1124762;2026-05-15\|10.98\|-2.23\|11.01\|11.57\|10.60\|814972;2026-05-18\|11.12\|1.27\|11.00\|11.34\|10.73\|668609;2026-05-19\|10.71\|-3.69\|11.01\|11.13\|10.38\|661360;2026-05-20\|10.65\|-0.56\|10.62\|10.84\|10.37\|507420;2026-05-21\|9.88\|-7.23\|10.40\|10.47\|9.83\|581186;2026-05-22\|9.97\|0.91\|9.99\|10.01\|9.72\|339015;2026-05-25\|9.68\|-2.91\|9.80\|9.95\|9.56\|330569;2026-05-26\|9.39\|-3.00\|9.68\|9.68\|9.27\|294014;2026-05-27\|9.11\|-2.98\|9.33\|9.40\|9.02\|222948;2026-05-28\|9.08\|-0.33\|9.18\|9.27\|8.92\|221503;2026-05-29\|8.90\|-1.98\|9.12\|9.14\|8.81\|223672;2026-06-01\|9.25\|3.93\|8.93\|9.36\|8.91\|378933;2026-06-02\|9.05\|-2.16\|9.24\|9.48\|8.87\|328302;2026-06-03\|9.42\|4.09\|9.09\|9.47\|8.98\|458175;2026-06-04\|9.27\|-1.59\|9.32\|9.63\|9.14\|494285;2026-06-05\|8.88\|-4.21\|9.09\|9.29\|8.71\|440563;2026-06-08\|8.76\|-1.35\|8.93\|9.18\|8.74\|392501;2026-06-09\|8.48\|-3.20\|8.94\|9.00\|8.33\|368423;2026-06-10\|8.95\|5.54\|8.43\|9.33\|8.38\|687052;2026-06-11\|9.85\|10.06\|9.25\|9.85\|8.71\|869042;2026-06-12\|9.16\|-7.01\|9.40\|9.85\|9.11\|842694;2026-06-15\|8.77\|-4.26\|8.93\|9.05\|8.62\|556060;2026-06-16\|9.65\|10.03\|8.77\|9.65\|8.51\|610458;2026-06-17\|9.90\|2.59\|9.78\|10.10\|9.49\|917211;2026-06-18\|10.12\|2.22\|9.78\|10.25\|9.68\|711716;2026-06-22\|10.63\|5.04\|10.10\|10.74\|10.01\|741399;2026-06-23\|11.69\|9.97\|10.78\|11.69\|10.41\|1184858;2026-06-24\|10.52\|-10.01\|10.99\|10.99\|10.52\|364147;2026-06-25\|9.47\|-9.98\|9.60\|10.00\|9.47\|912215;2026-06-26\|8.81\|-6.97\|9.21\|9.51\|8.66\|706652;2026-06-29\|9.69\|9.99\|9.05\|9.69\|9.05\|837316;2026-06-30\|9.54\|-1.55\|9.33\|9.69\|8.97\|766414;2026-07-01\|9.94\|4.19\|9.65\|10.44\|9.65\|736418;2026-07-02\|9.75\|-1.91\|9.80\|10.30\|9.68\|529352;2026-07-03\|9.28\|-4.82\|9.75\|9.84\|9.27\|429782;2026-07-06\|8.63\|-7.00\|9.12\|9.26\|8.61\|359865;2026-07-07\|8.05\|-6.72\|8.69\|8.70\|8.01\|357777;2026-07-08\|7.81\|-2.98\|8.22\|8.26\|7.75\|304677;2026-07-09\|7.77\|-0.51\|7.82\|8.10\|7.65\|322871;2026-07-10\|7.77\|0.00\|7.68\|7.99\|7.55\|334965
113923	六氟化钨价格较去年同期涨超200%	电子特气+氦气+ASML认证行业原因：英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2025年年度报告，公司持续加快电子特气产品的市场拓展，开发生产多种芯片半导体领域特需的电子特种气体。 2、据2025年年度报告，公司高品质电子特种气体已得到国内外多家客户的认可，光刻气产品已获得ASML子公司Cymer公司、日本GIGAPHOTON株式会社认证。 3、据2025年5月23日互动易，氦气广泛应用于航天航空、医疗、半导体、光纤等领域。公司高纯氦气产品主要采取以销定产的生产模式，根据市场及客户需求安排生产。 4、据2025年年度报告，公司主要产品有高纯二氧化碳、氢气、液化气、戊烷、特种气体等，食品级液体二氧化碳产品已通过可口可乐和百事可乐的认证并被确认为策略供应商。	1、公司工业气体业务涵盖传统工业气体和电子特种气体两部分； 2、子公司凯美特电子特种气体公司光刻气产品获ASML子公司Cymer公司合格供应商认证函	2026-03-03\|21.95\|3.00\|21.66\|22.60\|21.35\|754842;2026-03-04\|21.29\|-3.01\|22.00\|22.35\|21.19\|501737;2026-03-05\|21.14\|-0.70\|21.30\|22.08\|21.01\|385357;2026-03-06\|20.62\|-2.46\|20.69\|20.80\|20.16\|376266;2026-03-09\|20.33\|-1.41\|20.40\|20.87\|20.03\|285617;2026-03-10\|20.56\|1.13\|20.34\|20.65\|20.31\|242557;2026-03-11\|20.38\|-0.88\|20.69\|20.76\|20.33\|227118;2026-03-12\|20.83\|2.21\|20.27\|21.30\|20.10\|452011;2026-03-13\|19.98\|-4.08\|20.30\|20.72\|19.50\|572117;2026-03-16\|19.58\|-2.00\|19.75\|20.05\|19.52\|235778;2026-03-17\|18.78\|-4.09\|19.62\|19.67\|18.63\|298889;2026-03-18\|18.05\|-3.89\|18.70\|18.75\|17.53\|341335;2026-03-19\|18.00\|-0.28\|17.78\|18.52\|17.62\|254167;2026-03-20\|18.13\|0.72\|17.82\|18.65\|17.78\|275931;2026-03-23\|18.74\|3.36\|18.17\|19.37\|17.55\|520996;2026-03-24\|17.96\|-4.16\|18.30\|18.36\|17.02\|454765;2026-03-25\|17.97\|0.06\|17.63\|18.19\|17.50\|291793;2026-03-26\|18.06\|0.50\|17.79\|18.46\|17.69\|328975;2026-03-27\|19.39\|7.36\|17.60\|19.87\|17.55\|823576;2026-03-30\|18.80\|-3.04\|19.65\|19.74\|18.50\|647825;2026-03-31\|18.00\|-4.26\|18.69\|18.75\|17.97\|424858;2026-04-01\|18.47\|2.61\|18.21\|18.80\|17.95\|381767;2026-04-02\|18.12\|-1.90\|18.18\|18.85\|18.10\|294724;2026-04-03\|18.19\|0.39\|18.15\|18.67\|18.02\|344505;2026-04-07\|18.61\|2.31\|18.24\|18.80\|18.06\|389191;2026-04-08\|19.13\|2.79\|18.34\|19.14\|18.34\|488677;2026-04-09\|19.25\|0.63\|18.80\|19.65\|18.71\|503767;2026-04-10\|19.37\|0.62\|19.05\|19.77\|19.05\|491826;2026-04-13\|19.06\|-1.60\|19.16\|19.64\|18.82\|334574;2026-04-14\|19.33\|1.42\|19.05\|19.37\|18.89\|347680;2026-04-15\|19.00\|-1.71\|19.50\|19.54\|18.92\|274755;2026-04-16\|19.39\|2.05\|19.00\|19.66\|18.74\|416210;2026-04-17\|19.42\|0.15\|19.10\|19.54\|19.02\|334713;2026-04-20\|19.96\|2.78\|19.43\|20.08\|19.15\|509295;2026-04-21\|20.65\|3.46\|19.86\|20.81\|19.75\|751044;2026-04-22\|19.27\|-6.68\|19.51\|19.97\|19.20\|690449;2026-04-23\|18.80\|-2.44\|19.27\|19.39\|18.60\|415331;2026-04-24\|19.98\|6.28\|18.77\|20.68\|18.77\|1089925;2026-04-27\|20.28\|1.50\|19.97\|20.80\|19.88\|919134;2026-04-28\|20.92\|3.16\|20.06\|21.23\|19.89\|995296;2026-04-29\|20.34\|-2.77\|20.42\|20.73\|19.93\|644629;2026-04-30\|19.81\|-2.61\|20.41\|20.80\|19.71\|512948;2026-05-06\|20.39\|2.93\|20.20\|20.58\|19.89\|518240;2026-05-07\|19.89\|-2.45\|20.24\|20.25\|19.65\|526163;2026-05-08\|19.29\|-3.02\|19.67\|19.69\|19.28\|438040;2026-05-11\|19.58\|1.50\|19.30\|19.75\|19.30\|352152;2026-05-12\|18.62\|-4.90\|19.50\|19.50\|18.60\|442336;2026-05-13\|18.84\|1.18\|18.44\|18.98\|18.25\|243312;2026-05-14\|19.91\|5.68\|18.86\|20.70\|18.85\|898568;2026-05-15\|19.96\|0.25\|19.35\|20.68\|19.01\|747134;2026-05-18\|19.20\|-3.81\|19.66\|19.96\|19.02\|434955;2026-05-19\|18.79\|-2.14\|19.37\|19.38\|18.38\|402619;2026-05-20\|19.09\|1.60\|18.65\|19.45\|18.06\|472886;2026-05-21\|18.00\|-5.71\|18.97\|19.25\|17.98\|502775;2026-05-22\|18.03\|0.17\|17.82\|18.15\|17.61\|211177;2026-05-25\|17.80\|-1.28\|17.77\|18.04\|17.67\|198924;2026-05-26\|17.15\|-3.65\|17.81\|17.89\|17.05\|225892;2026-05-27\|16.04\|-6.20\|17.03\|17.10\|16.02\|296366;2026-05-28\|16.19\|0.94\|15.82\|16.37\|15.75\|161845;2026-05-29\|15.22\|-5.99\|16.19\|16.19\|15.11\|259700;2026-06-01\|15.32\|0.66\|15.08\|15.55\|15.01\|142529;2026-06-02\|15.46\|0.91\|15.30\|15.55\|14.85\|189827;2026-06-03\|15.75\|1.88\|15.45\|15.91\|15.38\|222491;2026-06-04\|16.50\|4.76\|15.59\|16.63\|15.51\|380046;2026-06-05\|15.99\|-3.09\|16.44\|16.44\|15.83\|253783;2026-06-08\|15.40\|-3.69\|15.35\|15.94\|15.20\|174315;2026-06-09\|15.76\|2.34\|15.53\|15.85\|15.17\|199870;2026-06-10\|16.50\|4.70\|15.60\|17.10\|15.58\|421070;2026-06-11\|18.15\|10.00\|16.76\|18.15\|16.75\|721151;2026-06-12\|17.35\|-4.41\|18.00\|18.35\|16.91\|749514;2026-06-15\|17.21\|-0.81\|16.99\|17.22\|16.69\|436989;2026-06-16\|17.83\|3.60\|17.23\|17.85\|16.91\|542386;2026-06-17\|17.12\|-3.98\|17.33\|17.45\|17.00\|401203;2026-06-18\|16.22\|-5.26\|16.88\|16.88\|16.08\|388091;2026-06-22\|16.97\|4.62\|16.22\|17.34\|16.00\|417730;2026-06-23\|18.67\|10.02\|17.28\|18.67\|17.12\|568314;2026-06-24\|19.44\|4.12\|18.84\|20.00\|18.50\|1223607;2026-06-25\|19.81\|1.90\|19.21\|20.18\|18.86\|986456;2026-06-26\|18.99\|-4.14\|19.27\|20.28\|18.93\|780643;2026-06-29\|20.89\|10.01\|20.89\|20.89\|20.33\|613219;2026-06-30\|21.05\|0.77\|21.50\|22.00\|19.93\|1381854;2026-07-01\|22.33\|6.08\|21.05\|22.68\|20.69\|1259934;2026-07-02\|20.88\|-6.49\|20.69\|21.99\|20.10\|1021289;2026-07-03\|18.82\|-9.87\|20.50\|20.70\|18.80\|905062;2026-07-06\|17.61\|-6.43\|19.20\|19.22\|17.53\|601905;2026-07-07\|17.07\|-3.07\|17.37\|17.75\|16.91\|359468;2026-07-08\|16.27\|-4.69\|16.91\|17.03\|16.25\|328055;2026-07-09\|16.68\|2.52\|16.38\|16.72\|15.92\|390664;2026-07-10\|16.31\|-2.22\|16.53\|17.01\|16.30\|473231
113922	六氟化钨价格较去年同期涨超200%	电子特气+氦气+稀混光刻气+HBM产业链行业原因： 1、受AI服务器及HBM高带宽存储产能扩张推动，全品类电子化学品需求持续提升。 2、据每日经济新闻6月10日报道，日本关东电化、中央硝子因国内钨原料出口管控而停产，导致中国进口六氟化钨价格较去年同期暴涨232.7%，特种气体受催化大幅走强。公司原因： 1、据2026年6月5日公司异常波动公告，俄罗斯联邦政府将氦气纳入需特别许可清单，公司6月采购许可尚在申请中，审批不确定性或导致相关气体原料供应受限及成本上升风险。 2、据2026年4月10日年报及2026年6月2日互动易，公司自主研发多款稀混光刻气，是国内唯一一家多款稀混光刻气同时通过荷兰ASML和日本GIGAPHOTON认证的气体企业，彰显顶尖技术研发能力。 3、据2026年6月2日互动易，公司深度布局HBM产业链，为其关键的TSV硅通孔工艺提供先进刻蚀气体；据财闻2026年6月9日报道，英伟达与SK海力士达成数千亿美元HBM供货协议，提振存储芯片及半导体材料链情绪。 4、据2026年4月10日年报，公司是率先打破极大规模集成电路等尖端领域气体材料进口制约的综合型气体厂商，产品包括高纯四氟化碳、稀混光刻气等，对国内8-12寸芯片厂覆盖率领先。	国内光刻气龙头；公司深度布局HBM产业链，为其关键的TSV工艺提供先进刻蚀气体	2026-03-03\|69.49\|0.87\|70.00\|72.95\|69.12\|106770;2026-03-04\|69.10\|-0.56\|69.70\|72.97\|68.35\|73352;2026-03-05\|67.70\|-2.03\|70.23\|71.00\|67.37\|57284;2026-03-06\|68.23\|0.78\|67.72\|69.61\|66.30\|45926;2026-03-09\|72.36\|6.05\|68.00\|72.47\|67.52\|93737;2026-03-10\|69.07\|-4.55\|70.18\|70.50\|68.52\|76951;2026-03-11\|69.40\|0.48\|69.59\|70.38\|67.89\|67006;2026-03-12\|73.31\|5.63\|70.53\|73.73\|69.38\|106010;2026-03-13\|78.80\|7.49\|76.00\|80.99\|70.14\|149343;2026-03-16\|78.00\|-1.02\|81.55\|84.20\|78.00\|127188;2026-03-17\|73.68\|-5.54\|75.63\|77.00\|72.15\|89107;2026-03-18\|71.23\|-3.33\|72.00\|72.30\|69.68\|66315;2026-03-19\|82.77\|16.20\|73.12\|84.76\|73.12\|145590;2026-03-20\|80.07\|-3.26\|79.35\|82.50\|79.35\|102343;2026-03-23\|92.03\|14.94\|81.00\|95.01\|79.16\|167010;2026-03-24\|92.00\|-0.03\|86.82\|93.00\|86.82\|130731;2026-03-25\|91.62\|-0.41\|88.00\|91.87\|85.05\|117510;2026-03-26\|96.15\|4.94\|92.00\|98.80\|88.41\|137332;2026-03-27\|100.59\|4.62\|96.95\|102.00\|93.20\|119974;2026-03-30\|98.51\|-2.07\|104.99\|109.92\|97.95\|140179;2026-03-31\|91.00\|-7.62\|95.62\|98.90\|90.90\|104149;2026-04-01\|89.00\|-2.20\|89.97\|91.00\|84.22\|97777;2026-04-02\|95.50\|7.30\|90.20\|96.98\|90.20\|97679;2026-04-03\|105.02\|9.97\|99.00\|106.29\|96.55\|116061;2026-04-07\|107.07\|1.95\|109.00\|112.00\|106.00\|102782;2026-04-08\|95.34\|-10.96\|93.55\|97.09\|93.55\|147551;2026-04-09\|102.10\|7.09\|97.60\|108.22\|97.60\|154975;2026-04-10\|100.50\|-1.57\|103.24\|108.76\|100.38\|121479;2026-04-13\|97.97\|-2.52\|105.50\|107.98\|95.12\|125772;2026-04-14\|100.85\|2.94\|97.50\|102.90\|96.00\|106657;2026-04-15\|97.00\|-3.82\|100.50\|103.78\|95.63\|99426;2026-04-16\|94.05\|-3.04\|96.91\|98.80\|89.45\|106090;2026-04-17\|90.86\|-3.39\|93.00\|93.05\|89.41\|94929;2026-04-20\|99.20\|9.18\|94.00\|103.88\|92.01\|138188;2026-04-21\|119.04\|20.00\|100.00\|119.04\|98.44\|145607;2026-04-22\|137.90\|15.84\|125.03\|142.17\|124.80\|189892;2026-04-23\|147.33\|6.84\|141.89\|149.50\|135.01\|140784;2026-04-24\|176.80\|20.00\|157.11\|176.80\|157.11\|155335;2026-04-27\|182.00\|2.94\|185.63\|200.85\|176.19\|184962;2026-04-28\|208.27\|14.43\|189.00\|213.07\|180.50\|170152;2026-04-29\|190.23\|-8.66\|197.00\|197.00\|182.00\|122368;2026-04-30\|188.30\|-1.01\|193.97\|205.19\|175.20\|117088;2026-05-06\|193.60\|2.81\|191.00\|195.00\|177.00\|115976;2026-05-07\|167.21\|-13.63\|183.14\|184.07\|166.80\|143654;2026-05-08\|164.95\|-1.35\|163.94\|169.96\|159.89\|97489;2026-05-11\|184.20\|11.67\|164.24\|184.20\|163.91\|122744;2026-05-12\|164.18\|-10.87\|177.27\|179.09\|161.68\|102209;2026-05-13\|172.49\|5.06\|162.00\|174.80\|161.88\|84262;2026-05-14\|179.02\|3.79\|176.69\|197.00\|176.00\|114953;2026-05-15\|191.19\|6.80\|169.00\|197.98\|168.01\|113496;2026-05-18\|179.95\|-5.88\|181.00\|187.99\|174.02\|100678;2026-05-19\|176.44\|-1.95\|177.80\|187.85\|168.68\|84102;2026-05-20\|183.00\|3.72\|174.68\|190.60\|172.11\|116479;2026-05-21\|158.72\|-13.27\|184.60\|185.70\|158.00\|130968;2026-05-22\|163.88\|3.25\|157.00\|165.19\|153.07\|73068;2026-05-25\|157.93\|-3.63\|156.51\|161.79\|154.00\|83988;2026-05-26\|158.00\|0.04\|155.45\|161.85\|150.99\|84452;2026-05-27\|159.31\|0.83\|158.00\|167.80\|155.10\|81198;2026-05-28\|152.30\|-4.40\|155.02\|158.75\|150.18\|80129;2026-05-29\|143.10\|-6.04\|150.16\|152.30\|142.00\|99776;2026-06-01\|147.65\|3.18\|145.60\|159.60\|145.60\|90451;2026-06-02\|146.89\|-0.51\|147.65\|150.11\|142.50\|68759;2026-06-03\|176.27\|20.00\|145.81\|176.27\|145.14\|163726;2026-06-04\|203.60\|15.50\|183.18\|206.58\|183.00\|173000;2026-06-05\|196.70\|-3.39\|195.18\|208.00\|194.06\|139115;2026-06-08\|183.02\|-6.95\|184.89\|194.93\|179.01\|107533;2026-06-09\|189.33\|3.45\|192.00\|205.30\|181.80\|124274;2026-06-10\|190.68\|0.71\|188.00\|198.53\|179.82\|170954;2026-06-11\|228.82\|20.00\|185.18\|228.82\|185.18\|176095;2026-06-12\|188.50\|-17.62\|220.62\|222.80\|183.23\|189077;2026-06-15\|183.93\|-2.42\|178.00\|188.49\|161.00\|128718;2026-06-16\|184.77\|0.46\|186.15\|197.98\|184.70\|134991;2026-06-17\|187.35\|1.40\|179.41\|193.20\|175.01\|110943;2026-06-18\|188.36\|0.54\|181.06\|191.17\|175.75\|114434;2026-06-22\|219.06\|16.30\|194.00\|219.50\|192.13\|161482;2026-06-23\|249.09\|13.71\|234.16\|252.80\|213.00\|179162;2026-06-24\|237.53\|-4.64\|231.39\|248.00\|215.55\|158107;2026-06-25\|251.99\|6.09\|241.90\|259.90\|228.18\|130121;2026-06-26\|231.99\|-7.94\|246.86\|256.78\|222.22\|103763;2026-06-29\|252.00\|8.63\|245.40\|254.78\|230.00\|121228;2026-06-30\|267.50\|6.15\|247.50\|278.60\|232.08\|122826;2026-07-01\|277.95\|3.91\|256.00\|290.00\|256.00\|123648;2026-07-02\|249.00\|-10.42\|260.98\|275.50\|237.75\|99753;2026-07-03\|225.91\|-9.27\|246.66\|256.00\|225.00\|102175;2026-07-06\|212.20\|-6.07\|224.80\|230.00\|209.00\|81843;2026-07-07\|218.00\|2.73\|211.97\|220.99\|208.10\|74463;2026-07-08\|215.02\|-1.37\|215.00\|226.00\|209.00\|74007;2026-07-09\|229.21\|6.85\|220.00\|229.98\|207.53\|73842;2026-07-10\|195.22\|-14.83\|229.21\|233.33\|194.00\|10694672
113921	六氟化钨价格较去年同期涨超200%	涨停揭秘：HBM供应链核心标的爆发；涨停缘由：向SK海力士、三星电子供应逻辑芯片，海力士占全球HBM市场80%份额，直接受益存储扩产与AI算力升级；资金逻辑：机构密集调研叠加早盘暴力拉升封板，成交额达19.05亿元；风险提示：客户集中度高，HBM技术迭代加速带来替代压力	1、公司子公司成都科美特专注于含氟类特种气体的研产销，主要产品为六氟化硫和四氟化碳，目前为合肥长鑫供应含氟类特种气体； 2、公司向SK海力士、三星电子等提供逻辑芯片，海力士占全球HBM市场80%份额	2026-03-03\|90.48\|-6.80\|97.10\|98.03\|90.00\|158978;2026-03-04\|90.56\|0.09\|89.38\|93.38\|89.00\|101799;2026-03-05\|93.12\|2.83\|93.49\|95.77\|91.72\|121781;2026-03-06\|92.16\|-1.03\|91.93\|93.98\|91.45\|89431;2026-03-09\|87.91\|-4.61\|90.20\|90.59\|84.67\|146416;2026-03-10\|90.01\|2.39\|90.01\|90.80\|87.80\|111336;2026-03-11\|90.72\|0.79\|90.43\|92.85\|90.23\|105664;2026-03-12\|89.03\|-1.86\|89.99\|93.65\|87.81\|101936;2026-03-13\|89.17\|0.16\|88.01\|92.56\|87.04\|115345;2026-03-16\|90.10\|1.04\|89.18\|90.89\|86.20\|112054;2026-03-17\|86.80\|-3.66\|90.07\|90.66\|86.68\|100128;2026-03-18\|91.04\|4.88\|88.08\|92.13\|87.61\|175228;2026-03-19\|85.15\|-6.47\|89.38\|89.60\|84.50\|183428;2026-03-20\|83.06\|-2.45\|85.99\|86.13\|83.02\|101363;2026-03-23\|78.55\|-5.43\|81.01\|81.50\|78.00\|137044;2026-03-24\|78.95\|0.51\|79.74\|79.88\|76.25\|92949;2026-03-25\|82.72\|4.78\|80.57\|84.95\|80.35\|127267;2026-03-26\|80.93\|-2.16\|81.69\|82.97\|80.62\|72389;2026-03-27\|83.21\|2.82\|79.45\|83.92\|78.50\|80556;2026-03-30\|86.18\|3.57\|82.13\|86.90\|82.05\|119310;2026-03-31\|78.74\|-8.63\|84.43\|84.43\|78.70\|163004;2026-04-01\|79.56\|1.04\|81.50\|81.68\|78.61\|116761;2026-04-02\|77.23\|-2.93\|79.56\|80.00\|76.68\|87930;2026-04-03\|78.15\|1.19\|78.02\|80.12\|77.65\|85045;2026-04-07\|78.44\|0.37\|78.68\|79.97\|78.16\|68206;2026-04-08\|83.70\|6.71\|81.26\|83.80\|81.00\|116689;2026-04-09\|84.45\|0.90\|82.65\|85.78\|82.27\|103766;2026-04-10\|85.43\|1.16\|85.25\|86.66\|85.00\|96381;2026-04-13\|85.56\|0.15\|84.50\|86.30\|84.35\|76101;2026-04-14\|88.09\|2.96\|86.85\|88.64\|86.26\|121889;2026-04-15\|86.09\|-2.27\|88.96\|89.50\|85.60\|96891;2026-04-16\|86.12\|0.03\|85.99\|87.04\|84.80\|95919;2026-04-17\|85.90\|-0.26\|85.42\|86.59\|84.43\|90739;2026-04-20\|86.46\|0.65\|85.89\|87.88\|84.79\|102246;2026-04-21\|87.59\|1.31\|86.46\|88.70\|84.92\|104686;2026-04-22\|90.48\|3.30\|87.60\|91.39\|87.21\|133148;2026-04-23\|89.13\|-1.49\|92.00\|92.54\|87.50\|136139;2026-04-24\|89.10\|-0.03\|89.33\|91.00\|88.66\|100789;2026-04-27\|89.12\|0.02\|89.29\|91.42\|88.49\|150006;2026-04-28\|83.62\|-6.17\|83.00\|85.50\|80.50\|266528;2026-04-29\|83.94\|0.38\|83.29\|84.25\|80.25\|146127;2026-04-30\|84.71\|0.92\|85.54\|86.76\|84.45\|118647;2026-05-06\|90.21\|6.49\|87.55\|92.99\|87.55\|217313;2026-05-07\|92.08\|2.07\|91.13\|92.36\|89.83\|143758;2026-05-08\|88.86\|-3.50\|90.52\|90.98\|88.22\|130911;2026-05-11\|94.55\|6.40\|92.78\|97.00\|92.33\|268927;2026-05-12\|93.86\|-0.73\|96.00\|96.53\|92.57\|160399;2026-05-13\|103.25\|10.00\|91.99\|103.25\|91.35\|236592;2026-05-14\|106.90\|3.54\|107.00\|109.99\|104.50\|408573;2026-05-15\|107.46\|0.52\|108.97\|114.80\|106.14\|382605;2026-05-18\|114.19\|6.26\|117.14\|118.21\|113.01\|392406;2026-05-19\|115.96\|1.55\|112.97\|115.96\|107.44\|405614;2026-05-20\|120.56\|3.97\|116.13\|122.98\|116.00\|383040;2026-05-21\|113.90\|-5.52\|122.73\|125.00\|113.63\|425462;2026-05-22\|116.50\|2.28\|114.75\|118.18\|110.32\|345053;2026-05-25\|128.15\|10.00\|119.33\|128.15\|115.55\|393215;2026-05-26\|123.21\|-3.85\|125.54\|126.19\|119.60\|396234;2026-05-27\|118.41\|-3.90\|125.00\|127.48\|117.30\|306556;2026-05-28\|115.36\|-2.58\|114.82\|116.90\|110.94\|280206;2026-05-29\|107.67\|-6.67\|115.84\|117.60\|106.23\|301604;2026-06-01\|104.99\|-2.21\|108.00\|110.80\|104.59\|214901;2026-06-02\|109.63\|4.42\|104.87\|112.00\|103.40\|255249;2026-06-03\|113.80\|3.80\|110.19\|116.00\|110.10\|244695;2026-06-04\|117.78\|3.50\|111.50\|120.00\|111.48\|274044;2026-06-05\|115.00\|-2.36\|113.74\|119.09\|111.41\|258014;2026-06-08\|105.62\|-8.16\|107.66\|110.00\|104.70\|237896;2026-06-09\|111.41\|5.48\|108.79\|111.50\|105.81\|210295;2026-06-10\|122.55\|10.00\|107.95\|122.55\|107.10\|334547;2026-06-11\|134.81\|10.00\|126.22\|134.81\|124.00\|576461;2026-06-12\|132.99\|-1.35\|140.01\|144.50\|131.81\|663193;2026-06-15\|138.83\|4.39\|133.32\|138.88\|128.00\|406589;2026-06-16\|137.76\|-0.77\|137.45\|143.60\|135.05\|366139;2026-06-17\|147.92\|7.38\|137.00\|149.22\|136.00\|374932;2026-06-18\|150.16\|1.51\|146.44\|151.60\|143.85\|317760;2026-06-22\|165.18\|10.00\|152.86\|165.18\|152.86\|347296;2026-06-23\|157.32\|-4.76\|160.03\|167.80\|155.20\|351117;2026-06-24\|173.05\|10.00\|155.00\|173.05\|155.00\|325014;2026-06-25\|181.03\|4.61\|184.00\|186.50\|172.00\|407547;2026-06-26\|188.60\|4.18\|180.00\|195.20\|178.20\|355978;2026-06-29\|207.46\|10.00\|199.13\|207.46\|191.18\|416677;2026-06-30\|224.50\|8.21\|216.24\|228.10\|207.47\|447219;2026-07-01\|236.09\|5.16\|220.00\|246.44\|218.00\|449673;2026-07-02\|212.48\|-10.00\|216.00\|225.88\|212.48\|424821;2026-07-03\|199.50\|-6.11\|205.73\|209.99\|195.88\|463281;2026-07-06\|186.45\|-6.54\|203.25\|205.00\|181.00\|410305;2026-07-07\|185.82\|-0.34\|184.17\|193.33\|181.00\|290456;2026-07-08\|190.00\|2.25\|189.00\|196.52\|175.11\|339107;2026-07-09\|209.00\|10.00\|196.52\|209.00\|194.97\|335414;2026-07-10\|207.17\|-0.88\|220.00\|229.00\|207.00\|455959
113920	六氟化钨价格较去年同期涨超200%	六氟化钨+氟化工+一季报增长+央企行业原因：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8日及6月10日互动易，公司现有六氟化钨产能600吨/年，一季度销量同比增长，近期受生产原料价格上涨带动产品价格上调，公司正抢抓市场机遇积极拓展国内外客户。 2、公司是国内氟化工行业龙头企业，具备完整氟化工产业链，主营高端氟材料、电子化学品等“3+1”核心业务，产品涵盖制冷剂、氟树脂、氟橡胶等。 3、据2026年4月30日披露的一季报，公司2026年一季度实现营收42.31亿元，同比增长34.02%；归母净利润3.08亿元，同比增长66.73%。 4、据2025年年报及2026年6月18日公告，公司最终控制人为国务院国有资产监督管理委员会；控股股东中国昊华近期协议受让一致行动人持有的1.56%股份，完成后直接持股升至47.31%。	公司是国内氟化工龙头，所属昊华气体是国内特种气体行业内的技术领先企业，拥有国家重要的特种气体研究生产基地，主要产品有三氟化氮、四氟化碳、六氟化硫、六氟化钨、六氟丙烷、硒化氢、硫化氢、溴化氢等，总产能达万吨级，部分产品国内市场占有率高达60%，产品主要应用于集成电路、平板显示和太阳能光伏等制造领域	2026-03-03\|36.78\|-5.01\|38.60\|39.18\|36.48\|141604;2026-03-04\|37.67\|2.42\|36.34\|38.10\|36.33\|114233;2026-03-05\|37.09\|-1.54\|38.33\|38.33\|36.97\|118471;2026-03-06\|37.50\|1.11\|37.00\|37.86\|36.52\|70715;2026-03-09\|36.36\|-3.04\|37.08\|37.22\|35.65\|96249;2026-03-10\|36.43\|0.19\|36.58\|36.86\|36.11\|56582;2026-03-11\|35.92\|-1.40\|36.52\|36.57\|35.74\|57536;2026-03-12\|34.82\|-3.06\|36.14\|36.22\|34.35\|95699;2026-03-13\|34.40\|-1.21\|34.72\|35.26\|34.35\|54140;2026-03-16\|33.91\|-1.42\|34.89\|35.58\|33.45\|87222;2026-03-17\|33.75\|-0.47\|34.01\|34.30\|33.71\|67870;2026-03-18\|33.41\|-1.01\|33.75\|33.82\|32.84\|75161;2026-03-19\|31.76\|-4.94\|33.12\|33.28\|31.61\|94535;2026-03-20\|31.50\|-0.82\|31.83\|32.22\|31.50\|76206;2026-03-23\|29.87\|-5.17\|30.71\|31.29\|29.70\|98531;2026-03-24\|30.40\|1.77\|30.39\|30.63\|29.74\|64817;2026-03-25\|31.29\|2.93\|30.89\|31.35\|30.70\|59163;2026-03-26\|30.81\|-1.53\|31.20\|31.73\|30.70\|56815;2026-03-27\|31.45\|2.08\|30.59\|31.66\|30.45\|60097;2026-03-30\|31.25\|-0.64\|31.12\|31.30\|30.73\|54398;2026-03-31\|30.39\|-2.75\|31.23\|31.46\|30.31\|49153;2026-04-01\|31.33\|3.09\|31.13\|31.48\|30.77\|67326;2026-04-02\|30.53\|-2.55\|31.28\|31.28\|30.32\|42445;2026-04-03\|31.92\|4.55\|30.99\|32.33\|30.91\|107546;2026-04-07\|33.33\|4.42\|31.92\|33.33\|31.68\|176651;2026-04-08\|33.63\|0.90\|32.80\|33.80\|32.30\|170753;2026-04-09\|33.49\|-0.42\|33.00\|34.47\|32.74\|130684;2026-04-10\|33.51\|0.06\|33.70\|34.05\|33.30\|102221;2026-04-13\|32.32\|-3.55\|33.69\|33.74\|32.28\|125511;2026-04-14\|32.61\|0.90\|32.50\|32.86\|32.22\|92702;2026-04-15\|32.21\|-1.23\|32.71\|33.07\|31.83\|113119;2026-04-16\|33.10\|2.76\|32.32\|33.26\|32.00\|132376;2026-04-17\|32.80\|-0.91\|32.88\|33.37\|32.50\|100510;2026-04-20\|33.11\|0.95\|32.91\|33.52\|32.12\|111125;2026-04-21\|34.09\|2.96\|33.17\|34.33\|33.05\|146728;2026-04-22\|34.97\|2.58\|34.00\|35.35\|33.90\|172124;2026-04-23\|34.16\|-2.32\|35.00\|35.00\|33.83\|137226;2026-04-24\|35.25\|3.19\|34.30\|36.19\|33.85\|201619;2026-04-27\|35.80\|1.56\|35.61\|36.11\|35.00\|173463;2026-04-28\|35.59\|-0.59\|35.47\|35.96\|34.55\|153278;2026-04-29\|35.67\|0.22\|35.30\|35.89\|34.80\|144984;2026-04-30\|36.40\|2.05\|36.00\|36.50\|34.93\|210646;2026-05-06\|36.60\|0.55\|36.76\|36.79\|35.78\|186879;2026-05-07\|35.70\|-2.46\|36.32\|36.40\|35.40\|178788;2026-05-08\|34.32\|-3.87\|35.35\|35.51\|34.30\|175599;2026-05-11\|34.91\|1.72\|34.34\|35.08\|33.80\|146714;2026-05-12\|33.30\|-4.61\|34.91\|34.91\|32.80\|213718;2026-05-13\|35.24\|5.83\|32.90\|35.58\|32.62\|213068;2026-05-14\|36.66\|4.03\|35.88\|37.30\|35.60\|384061;2026-05-15\|36.93\|0.74\|37.49\|38.43\|36.68\|367643;2026-05-18\|35.41\|-4.12\|37.12\|37.20\|35.12\|285354;2026-05-19\|34.81\|-1.69\|34.88\|35.26\|33.81\|220572;2026-05-20\|35.97\|3.33\|34.78\|36.99\|34.59\|276723;2026-05-21\|35.06\|-2.53\|36.30\|37.22\|35.00\|252328;2026-05-22\|36.47\|4.02\|35.06\|36.57\|35.01\|201716;2026-05-25\|35.68\|-2.17\|36.40\|36.99\|35.11\|220752;2026-05-26\|39.25\|10.01\|35.41\|39.25\|35.16\|366757;2026-05-27\|40.00\|1.91\|40.87\|42.94\|39.71\|595775;2026-05-28\|40.38\|0.95\|39.89\|40.65\|38.49\|429475;2026-05-29\|38.70\|-4.16\|40.99\|42.23\|38.44\|407259;2026-06-01\|40.88\|5.63\|39.47\|42.57\|39.47\|525097;2026-06-02\|43.41\|6.19\|42.00\|44.53\|41.01\|698121;2026-06-03\|41.65\|-4.05\|42.80\|44.49\|41.00\|676732;2026-06-04\|43.56\|4.59\|40.66\|45.50\|40.51\|648555;2026-06-05\|46.60\|6.98\|44.66\|47.92\|43.26\|743602;2026-06-08\|50.22\|7.77\|45.50\|51.26\|45.50\|1020374;2026-06-09\|52.80\|5.14\|50.60\|53.64\|49.03\|1041168;2026-06-10\|58.08\|10.00\|54.00\|58.08\|53.53\|621655;2026-06-11\|63.89\|10.00\|63.89\|63.89\|61.00\|798379;2026-06-12\|57.15\|-10.00\|63.18\|63.25\|57.15\|1130784;2026-06-15\|56.27\|-1.54\|57.10\|57.85\|52.89\|1078692;2026-06-16\|58.00\|3.07\|57.21\|61.58\|57.00\|1088290;2026-06-17\|63.80\|10.00\|57.00\|63.80\|55.14\|1140442;2026-06-18\|65.16\|2.13\|64.65\|66.99\|61.00\|1036304;2026-06-22\|70.22\|7.77\|67.00\|71.40\|65.50\|975888;2026-06-23\|66.34\|-5.53\|68.55\|73.03\|66.01\|872298;2026-06-24\|67.15\|1.22\|64.89\|68.93\|64.40\|774878;2026-06-25\|68.40\|1.86\|66.28\|70.05\|64.50\|807787;2026-06-26\|62.30\|-8.92\|69.00\|69.12\|61.56\|786073;2026-06-29\|68.53\|10.00\|62.05\|68.53\|58.61\|908881;2026-06-30\|75.38\|10.00\|71.77\|75.38\|69.54\|1020717;2026-07-01\|81.00\|7.46\|76.81\|82.92\|76.81\|1366671;2026-07-02\|82.17\|1.44\|76.81\|88.10\|73.82\|1161193;2026-07-03\|76.01\|-7.50\|82.00\|85.80\|73.95\|1066836;2026-07-06\|68.41\|-10.00\|76.88\|79.80\|68.41\|960412;2026-07-07\|65.57\|-4.15\|66.88\|68.41\|64.01\|697116;2026-07-08\|62.51\|-4.67\|65.00\|66.69\|61.00\|653744;2026-07-09\|66.20\|5.90\|63.88\|66.66\|61.63\|736761;2026-07-10\|60.58\|-8.49\|66.25\|70.50\|60.53\|955243
113919	六氟化钨价格较去年同期涨超200%	六氟化钨+电子特气+氟化工行业原因： 1、据上海证券报7月2日报道，制冷剂R22均价单周拉涨逾2000元/吨，盛夏旺季叠加海外供给紧缺，国内氟化工迎来量价齐升窗口。 2、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、据上海证券报2026年7月1日报道，日本两大核心供应商永久停产六氟化钨产线，导致全球出现约2000吨/年的刚性缺口，5N级产品月均价触及1760元/千克，同比涨幅超236%；据2026年6月26日互动易，公司六氟化钨产品在宜昌电子特气及硅基功能性材料产业园生产，规划产能500吨，已建成正在试生产。 2、据2026年6月15日异常波动公告，公司被市场列为“电子特气”热门概念股，但公司澄清电子级六氟化钨等产品尚处于试生产阶段，尚未取得下游认证，预计2-3年内不会对经营业绩产生重大影响。 3、据2025年6月12日互动易及2026年4月16日年报，公司主营大宗气体、电子特气及电子化学品等，在宜昌产业园已规划的氟基产品包括高纯三氟化氮、六氟化钨、六氟丁二烯等电子特气。	公司给长江存储、烽火科技、华星光电等光通信、半导体企业直接或间接供应氢气、氧气、氮气和氩气	2026-03-03\|33.90\|0.44\|34.08\|34.68\|32.95\|87557;2026-03-04\|32.50\|-4.13\|33.57\|34.38\|32.40\|69852;2026-03-05\|32.73\|0.71\|32.91\|33.42\|32.58\|36177;2026-03-06\|33.17\|1.34\|32.52\|33.48\|32.20\|33025;2026-03-09\|32.40\|-2.32\|32.80\|32.94\|31.02\|55053;2026-03-10\|31.90\|-1.54\|32.30\|32.64\|31.60\|31096;2026-03-11\|31.39\|-1.60\|31.98\|32.38\|31.23\|39731;2026-03-12\|31.71\|1.02\|31.37\|32.25\|30.85\|54584;2026-03-13\|31.48\|-0.73\|32.25\|32.33\|30.92\|69836;2026-03-16\|30.90\|-1.84\|31.09\|31.83\|30.05\|52548;2026-03-17\|29.94\|-3.11\|30.90\|30.92\|29.68\|46852;2026-03-18\|30.02\|0.27\|29.80\|30.06\|29.30\|31383;2026-03-19\|29.50\|-1.73\|29.80\|30.37\|29.38\|42386;2026-03-20\|28.61\|-3.02\|29.40\|29.80\|28.50\|40186;2026-03-23\|27.80\|-2.83\|27.98\|29.70\|27.20\|57579;2026-03-24\|28.20\|1.44\|27.99\|28.30\|27.31\|55292;2026-03-25\|28.91\|2.52\|28.14\|29.27\|28.02\|36356;2026-03-26\|28.76\|-0.52\|28.92\|29.39\|28.58\|20072;2026-03-27\|29.56\|2.78\|28.53\|29.98\|28.50\|35801;2026-03-30\|29.48\|-0.27\|29.58\|30.10\|29.17\|33750;2026-03-31\|28.27\|-4.10\|29.36\|29.38\|28.18\|36230;2026-04-01\|28.66\|1.38\|28.50\|28.79\|28.38\|24740;2026-04-02\|28.40\|-0.91\|28.51\|28.97\|28.24\|15744;2026-04-03\|29.31\|3.20\|28.94\|29.89\|28.51\|47249;2026-04-07\|30.25\|3.21\|29.48\|30.35\|28.92\|56748;2026-04-08\|30.61\|1.19\|29.21\|30.74\|28.91\|65908;2026-04-09\|30.61\|0.00\|30.52\|31.55\|30.20\|58330;2026-04-10\|31.03\|1.37\|30.66\|31.70\|30.56\|47795;2026-04-13\|30.25\|-2.51\|31.14\|31.17\|29.96\|39669;2026-04-14\|30.39\|0.46\|30.11\|30.75\|29.87\|40988;2026-04-15\|29.60\|-2.60\|31.00\|31.11\|29.40\|40365;2026-04-16\|30.03\|1.45\|29.55\|30.33\|29.23\|26409;2026-04-17\|29.80\|-0.77\|29.98\|30.02\|29.50\|21842;2026-04-20\|30.05\|0.84\|29.99\|30.30\|29.41\|34404;2026-04-21\|31.06\|3.36\|30.05\|31.68\|29.70\|75769;2026-04-22\|30.80\|-0.84\|30.99\|31.44\|30.25\|49508;2026-04-23\|33.88\|10.00\|30.81\|33.88\|30.63\|155909;2026-04-24\|33.30\|-1.71\|33.12\|35.05\|32.12\|202742;2026-04-27\|33.05\|-0.75\|33.25\|35.00\|33.00\|139053;2026-04-28\|33.81\|2.30\|33.27\|34.06\|32.10\|133696;2026-04-29\|32.38\|-4.23\|32.55\|32.90\|31.84\|108353;2026-04-30\|31.74\|-1.98\|32.32\|33.19\|31.35\|84037;2026-05-06\|32.00\|0.82\|31.67\|32.19\|31.40\|78902;2026-05-07\|31.36\|-2.00\|31.72\|31.88\|30.87\|87929;2026-05-08\|31.15\|-0.67\|31.20\|31.58\|30.78\|46713;2026-05-11\|34.27\|10.02\|31.16\|34.27\|31.16\|140188;2026-05-12\|33.12\|-3.36\|34.61\|35.40\|32.93\|143217;2026-05-13\|34.05\|2.81\|33.22\|34.89\|32.80\|124392;2026-05-14\|37.46\|10.01\|35.00\|37.46\|34.51\|164226;2026-05-15\|41.21\|10.01\|36.79\|41.21\|34.80\|319609;2026-05-18\|40.63\|-1.41\|41.00\|45.33\|38.88\|356899;2026-05-19\|38.52\|-5.19\|37.93\|40.54\|37.93\|273354;2026-05-20\|37.80\|-1.87\|39.21\|39.70\|37.30\|212924;2026-05-21\|34.70\|-8.20\|37.75\|38.04\|34.48\|183724;2026-05-22\|33.94\|-2.19\|34.59\|35.03\|33.70\|128284;2026-05-25\|32.54\|-4.12\|33.94\|34.00\|32.32\|134540;2026-05-26\|31.90\|-1.97\|32.08\|33.22\|30.93\|109527;2026-05-27\|35.09\|10.00\|31.89\|35.09\|31.66\|126880;2026-05-28\|33.82\|-3.62\|35.08\|35.08\|33.56\|125246;2026-05-29\|34.75\|2.75\|34.46\|36.38\|34.05\|192635;2026-06-01\|34.58\|-0.49\|34.82\|36.14\|34.47\|137340;2026-06-02\|34.16\|-1.21\|34.10\|34.86\|32.60\|121054;2026-06-03\|33.99\|-0.50\|33.80\|34.50\|33.44\|101217;2026-06-04\|37.39\|10.00\|34.34\|37.39\|34.31\|156017;2026-06-05\|39.30\|5.11\|38.61\|40.69\|38.50\|277237;2026-06-08\|39.63\|0.84\|38.90\|41.17\|38.11\|267055;2026-06-09\|43.59\|9.99\|40.95\|43.59\|40.41\|332886;2026-06-10\|47.95\|10.00\|47.95\|47.95\|47.94\|74342;2026-06-11\|52.75\|10.01\|52.75\|52.75\|49.04\|237992;2026-06-12\|58.03\|10.01\|55.00\|58.03\|54.40\|577691;2026-06-15\|56.78\|-2.15\|55.76\|59.90\|52.23\|440164;2026-06-16\|59.24\|4.33\|56.86\|62.40\|56.86\|443128;2026-06-17\|61.25\|3.39\|56.24\|63.38\|55.90\|394765;2026-06-18\|67.38\|10.01\|60.85\|67.38\|59.19\|294224;2026-06-22\|72.78\|8.01\|71.99\|73.25\|69.50\|293315;2026-06-23\|73.00\|0.30\|70.58\|73.99\|66.93\|267765;2026-06-24\|71.30\|-2.33\|72.86\|75.72\|68.00\|248076;2026-06-25\|69.68\|-2.27\|69.94\|71.90\|66.61\|258223;2026-06-26\|66.10\|-5.14\|71.59\|71.88\|62.71\|280688;2026-06-29\|68.87\|4.19\|67.14\|70.99\|60.01\|321132;2026-06-30\|62.00\|-9.98\|65.00\|65.43\|61.98\|293685;2026-07-01\|68.20\|10.00\|63.24\|68.20\|62.18\|331683;2026-07-02\|75.02\|10.00\|68.00\|75.02\|67.01\|236758;2026-07-03\|71.54\|-4.58\|73.73\|78.88\|69.00\|358035;2026-07-06\|64.39\|-9.99\|69.14\|73.03\|64.39\|248552;2026-07-07\|60.94\|-5.36\|61.36\|64.51\|58.58\|259334;2026-07-08\|57.33\|-5.92\|60.00\|61.58\|56.61\|189401;2026-07-09\|58.76\|2.49\|59.70\|60.66\|56.00\|186014;2026-07-10\|53.49\|-8.97\|58.50\|59.30\|53.41\|213715
113918	SK海力士尝试“以钼代钨”，助力NAND性能提升	半导体材料+一季报扭亏+靶材龙头行业原因：英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年5月13日投资者关系活动记录表，公司明月湖半导体用高纯材料项目已启动建设，规划2026年第四季度竣工投产，投产后将填补集成电路靶材核心上游原材料供应空白。 2、据2026年5月13日投资者关系活动记录表，公司主营高性能溅射靶材，铜靶、铝靶、钼及钼合金靶等产品已批量运用于京东方、华星光电等主流面板厂商。 3、据2026年4月25日一季报，公司2026年第一季度实现营业收入2.76亿元，同比增长215.86%，归母净利润4068.48万元，同比扭亏为盈。	国内高性能溅射靶材领域技术领先的生产商；公司主营铜靶、铝靶、钼及钼合金靶等溅射靶材	2026-03-03\|36.93\|-6.93\|40.03\|42.66\|36.70\|160258;2026-03-04\|35.32\|-4.36\|35.60\|38.25\|34.80\|139432;2026-03-05\|34.79\|-1.50\|36.00\|36.87\|34.10\|139630;2026-03-06\|33.22\|-4.51\|34.08\|34.72\|33.07\|98611;2026-03-09\|32.67\|-1.66\|32.25\|33.44\|30.50\|121870;2026-03-10\|34.74\|6.34\|34.30\|35.85\|34.00\|122794;2026-03-11\|33.13\|-4.63\|34.91\|36.41\|33.02\|100657;2026-03-12\|34.45\|3.98\|32.90\|34.76\|32.16\|139928;2026-03-13\|32.23\|-6.44\|33.43\|34.44\|32.23\|86959;2026-03-16\|31.75\|-1.49\|32.50\|32.78\|31.20\|85975;2026-03-17\|29.40\|-7.40\|32.10\|32.60\|29.00\|107019;2026-03-18\|29.82\|1.43\|30.30\|30.33\|29.17\|66771;2026-03-19\|28.82\|-3.35\|28.88\|29.43\|28.30\|59122;2026-03-20\|27.82\|-3.47\|29.00\|29.50\|27.66\|58299;2026-03-23\|26.26\|-5.61\|27.61\|27.64\|25.81\|72927;2026-03-24\|28.39\|8.11\|27.17\|28.43\|25.88\|93859;2026-03-25\|30.87\|8.74\|28.98\|33.01\|28.50\|126294;2026-03-26\|29.33\|-4.99\|30.87\|30.87\|29.18\|72343;2026-03-27\|31.40\|7.06\|28.00\|32.56\|28.00\|114019;2026-03-30\|31.42\|0.06\|30.90\|32.04\|30.30\|75079;2026-03-31\|28.89\|-8.05\|31.59\|31.59\|28.65\|96278;2026-04-01\|29.75\|2.98\|30.29\|30.36\|28.80\|63744;2026-04-02\|27.99\|-5.92\|29.16\|29.50\|27.66\|54392;2026-04-03\|28.90\|3.25\|28.40\|30.30\|28.20\|80690;2026-04-07\|28.35\|-1.90\|28.80\|29.80\|28.24\|63912;2026-04-08\|31.33\|10.51\|30.00\|31.88\|29.40\|97433;2026-04-09\|31.79\|1.47\|31.00\|33.50\|30.50\|130892;2026-04-10\|32.03\|0.76\|32.10\|34.13\|32.00\|119262;2026-04-13\|31.33\|-2.19\|31.31\|32.56\|31.03\|91372;2026-04-14\|32.41\|3.45\|31.96\|33.45\|31.44\|103188;2026-04-15\|31.76\|-2.01\|33.00\|33.69\|31.40\|92489;2026-04-16\|31.63\|-0.41\|31.58\|31.99\|30.61\|64353;2026-04-17\|35.75\|13.03\|31.78\|37.96\|31.78\|215539;2026-04-20\|33.50\|-6.29\|34.58\|36.37\|33.33\|175493;2026-04-21\|34.99\|4.45\|33.03\|36.30\|32.20\|165638;2026-04-22\|39.83\|13.83\|35.34\|41.87\|35.00\|186265;2026-04-23\|36.66\|-7.96\|39.39\|40.50\|36.30\|153260;2026-04-24\|38.50\|5.02\|35.62\|40.00\|35.01\|152742;2026-04-27\|46.20\|20.00\|43.61\|46.20\|43.61\|105632;2026-04-28\|54.39\|17.73\|50.00\|55.22\|47.87\|317934;2026-04-29\|49.70\|-8.62\|51.68\|52.24\|47.50\|234230;2026-04-30\|53.20\|7.04\|49.22\|56.34\|47.88\|229876;2026-05-06\|55.49\|4.30\|54.26\|58.32\|52.02\|202125;2026-05-07\|57.20\|3.08\|54.49\|57.96\|53.03\|162747;2026-05-08\|52.50\|-8.22\|55.21\|55.35\|52.00\|143723;2026-05-11\|59.31\|12.97\|53.80\|59.83\|53.80\|185457;2026-05-12\|55.22\|-6.90\|58.27\|58.27\|54.50\|151807;2026-05-13\|56.61\|2.52\|54.15\|57.13\|53.10\|116124;2026-05-14\|54.32\|-4.05\|56.35\|57.99\|53.01\|117388;2026-05-15\|54.61\|0.53\|53.31\|56.68\|51.81\|110652;2026-05-18\|54.95\|0.62\|55.35\|55.86\|52.50\|78604;2026-05-19\|57.95\|5.46\|54.49\|57.95\|52.55\|118051;2026-05-20\|55.33\|-4.52\|56.30\|56.77\|54.88\|104290;2026-05-21\|49.50\|-10.54\|55.60\|55.99\|48.89\|116635;2026-05-22\|51.76\|4.57\|49.59\|52.35\|49.40\|89228;2026-05-25\|51.07\|-1.33\|52.00\|52.28\|50.20\|79303;2026-05-26\|48.82\|-4.41\|50.68\|50.68\|47.47\|80950;2026-05-27\|48.51\|-0.64\|49.30\|50.53\|47.98\|59840;2026-05-28\|52.00\|7.19\|47.64\|52.78\|47.61\|89022;2026-05-29\|49.61\|-4.60\|52.07\|52.58\|48.52\|78885;2026-06-01\|47.16\|-4.94\|49.65\|50.68\|47.12\|59897;2026-06-02\|48.61\|3.07\|47.20\|49.98\|46.74\|62394;2026-06-03\|47.60\|-2.08\|48.72\|49.62\|46.71\|73030;2026-06-04\|48.63\|2.16\|46.78\|49.62\|46.73\|63694;2026-06-05\|48.55\|-0.16\|48.01\|49.95\|47.02\|50746;2026-06-08\|45.51\|-6.26\|45.90\|47.58\|44.80\|52738;2026-06-09\|49.30\|8.33\|46.42\|49.50\|46.24\|71602;2026-06-10\|55.88\|13.35\|48.63\|58.13\|48.48\|159323;2026-06-11\|67.06\|20.01\|56.00\|67.06\|56.00\|221319;2026-06-12\|56.68\|-15.48\|68.00\|68.00\|56.10\|242998;2026-06-15\|58.70\|3.56\|56.82\|60.35\|53.37\|165970;2026-06-16\|63.16\|7.60\|57.79\|65.00\|56.81\|182599;2026-06-17\|64.33\|1.85\|60.18\|64.50\|58.88\|151110;2026-06-18\|65.91\|2.46\|62.50\|68.91\|62.50\|146228;2026-06-22\|78.58\|19.22\|71.00\|79.09\|70.96\|181280;2026-06-23\|79.25\|0.85\|77.91\|85.85\|76.09\|181020;2026-06-24\|80.99\|2.20\|80.15\|82.85\|75.85\|165314;2026-06-25\|87.60\|8.16\|80.19\|91.88\|76.50\|177885;2026-06-26\|87.99\|0.45\|85.00\|91.39\|80.82\|154744;2026-06-29\|99.69\|13.30\|87.95\|99.80\|82.51\|172985;2026-06-30\|96.90\|-2.80\|94.70\|103.16\|92.28\|136775;2026-07-01\|88.08\|-9.10\|99.00\|103.84\|88.00\|155738;2026-07-02\|85.10\|-3.38\|81.00\|91.50\|80.05\|121991;2026-07-03\|81.08\|-4.72\|85.36\|88.25\|81.00\|111902;2026-07-06\|80.58\|-0.62\|84.00\|86.50\|77.00\|98662;2026-07-07\|82.03\|1.80\|77.00\|86.58\|77.00\|98386;2026-07-08\|81.25\|-0.95\|82.03\|84.60\|75.58\|99662;2026-07-09\|88.15\|8.49\|83.00\|88.25\|81.18\|124127;2026-07-10\|76.70\|-12.99\|88.16\|91.50\|76.60\|15175710
113917	SK海力士尝试“以钼代钨”，助力NAND性能提升	锂矿+钼矿整合+有色金属行业原因：据财闻，SK海力士计划于2026年底实现375层3D NAND闪存量产，本次核心突破为首次在字线金属栅极中引入钼材料替代传统钨，可降低微缩线路电阻、提升信号传输与读写速率，并省去辅助膜铺设，增强存储密度。公司原因： 1、据2026年6月2日机构调研，参股子公司金鑫矿业旗下马尔康党坝锂辉石矿5000吨/天选矿厂改扩建项目已进入试生产阶段，该矿查明矿石量8,425.5万吨，Li2O 1,120,731吨，平均品位1.33%。 2、据2026年5月23日及2026年6月2日公告，公司拟以支付现金方式购买国城实业40%股权，交易完成后国城实业将成为全资子公司，提升钼矿资源权益占比。 3、据2025年年报，公司主营有色金属采选，控股子公司国城实业拥有大苏计钼矿，保有钼金属量144,836吨，其2025年钼精矿营收24.4亿元，营收占比50.8%；东矿铅锌、硫铁矿储量居全国前列。	公司控股子公司国城实业拥有内蒙古卓资县大苏计钼矿采矿权1宗，采矿许可证证载规模为 500 万吨/年，主营产品为钼精矿；拥有钼金属量14.48万吨，其资源品质、产能均位于全国前列	2026-03-03\|35.23\|-4.24\|36.13\|38.12\|35.10\|301633;2026-03-04\|34.70\|-1.50\|34.79\|36.08\|34.12\|230256;2026-03-05\|35.08\|1.10\|35.88\|36.99\|34.86\|300368;2026-03-06\|34.57\|-1.45\|35.00\|35.76\|34.17\|179445;2026-03-09\|35.08\|1.48\|33.47\|35.85\|32.50\|287198;2026-03-10\|35.00\|-0.23\|36.11\|36.60\|34.53\|204022;2026-03-11\|35.72\|2.06\|34.60\|36.18\|34.40\|284548;2026-03-12\|36.04\|0.90\|35.50\|36.62\|34.91\|211189;2026-03-13\|36.40\|1.00\|35.94\|38.25\|35.70\|238689;2026-03-16\|36.03\|-1.02\|36.03\|37.55\|35.00\|232637;2026-03-17\|34.88\|-3.19\|36.00\|36.75\|34.77\|143921;2026-03-18\|32.66\|-6.36\|34.80\|35.39\|32.04\|293646;2026-03-19\|29.91\|-8.42\|32.00\|32.08\|29.53\|367192;2026-03-20\|30.60\|2.31\|30.02\|31.86\|29.43\|380753;2026-03-23\|32.60\|6.54\|30.30\|33.66\|29.80\|437282;2026-03-24\|35.86\|10.00\|33.35\|35.86\|32.80\|473276;2026-03-25\|37.70\|5.13\|36.83\|37.95\|36.28\|392160;2026-03-26\|39.48\|4.72\|37.00\|40.62\|37.00\|354346;2026-03-27\|42.44\|7.50\|39.38\|43.43\|39.12\|476133;2026-03-30\|42.40\|-0.09\|42.55\|43.00\|40.72\|365538;2026-03-31\|38.87\|-8.33\|41.22\|41.99\|38.67\|440339;2026-04-01\|39.05\|0.46\|38.85\|40.25\|36.80\|302844;2026-04-02\|39.69\|1.64\|39.24\|40.93\|38.04\|302802;2026-04-03\|40.02\|0.83\|40.30\|41.17\|38.64\|203785;2026-04-07\|39.58\|-1.10\|39.88\|40.55\|38.27\|196795;2026-04-08\|40.39\|2.05\|38.99\|40.82\|38.57\|252170;2026-04-09\|39.86\|-1.31\|40.39\|41.18\|38.91\|225346;2026-04-10\|41.03\|2.94\|40.40\|43.58\|40.00\|295307;2026-04-13\|45.13\|9.99\|40.40\|45.13\|40.40\|268558;2026-04-14\|45.46\|0.73\|45.16\|45.96\|44.20\|284502;2026-04-15\|43.48\|-4.36\|45.46\|45.46\|43.00\|203734;2026-04-16\|46.73\|7.47\|43.94\|47.68\|43.93\|285945;2026-04-17\|45.40\|-2.85\|47.00\|48.39\|44.83\|258163;2026-04-20\|44.80\|-1.32\|45.45\|46.36\|44.41\|221069;2026-04-21\|44.00\|-1.79\|45.29\|45.88\|43.80\|195156;2026-04-22\|44.06\|0.14\|43.02\|45.06\|43.02\|170004;2026-04-23\|40.97\|-7.01\|43.54\|43.85\|40.33\|400031;2026-04-24\|43.91\|7.52\|40.89\|44.52\|40.89\|356473;2026-04-27\|45.86\|4.44\|43.35\|46.98\|42.37\|363903;2026-04-28\|45.88\|0.04\|45.80\|47.18\|44.45\|175042;2026-04-29\|49.34\|7.54\|45.63\|50.20\|45.00\|328792;2026-04-30\|51.48\|4.34\|48.91\|52.73\|48.50\|247022;2026-05-06\|50.79\|-1.34\|51.50\|52.66\|50.02\|219733;2026-05-07\|48.03\|-5.43\|50.79\|51.50\|46.85\|391322;2026-05-08\|45.50\|-5.27\|48.03\|48.99\|44.80\|345303;2026-05-11\|44.04\|-3.21\|45.76\|46.46\|43.21\|350565;2026-05-12\|42.57\|-3.34\|44.89\|45.24\|42.10\|368215;2026-05-13\|41.27\|-3.05\|42.79\|43.00\|40.60\|400304;2026-05-14\|41.61\|0.82\|41.26\|42.51\|40.30\|318693;2026-05-15\|40.39\|-2.93\|41.36\|43.50\|40.05\|322099;2026-05-18\|41.49\|2.72\|40.38\|41.88\|39.00\|281821;2026-05-19\|40.01\|-3.57\|41.01\|41.40\|38.60\|308054;2026-05-20\|43.23\|8.05\|40.27\|43.67\|39.38\|361483;2026-05-21\|43.65\|0.97\|45.00\|45.60\|43.10\|357212;2026-05-22\|43.50\|-0.34\|43.00\|44.39\|41.50\|284227;2026-05-25\|42.31\|-2.74\|43.00\|44.00\|41.31\|233102;2026-05-26\|45.64\|7.87\|42.30\|46.06\|41.65\|392941;2026-05-27\|42.66\|-6.53\|45.29\|45.79\|42.30\|290808;2026-05-28\|41.20\|-3.42\|42.66\|43.35\|38.39\|289270;2026-05-29\|42.18\|2.38\|40.85\|42.80\|39.85\|284972;2026-06-01\|39.31\|-6.80\|41.34\|42.76\|39.18\|221259;2026-06-02\|38.72\|-1.50\|39.90\|39.98\|37.40\|178614;2026-06-03\|39.43\|1.83\|38.69\|40.27\|38.20\|209869;2026-06-04\|38.20\|-3.12\|39.00\|39.09\|37.01\|230707;2026-06-05\|39.06\|2.25\|38.22\|41.00\|37.61\|224302;2026-06-08\|38.54\|-1.33\|38.37\|40.30\|37.56\|183055;2026-06-09\|42.10\|9.24\|38.76\|42.39\|37.76\|303629;2026-06-10\|41.20\|-2.14\|42.33\|43.50\|40.11\|242920;2026-06-11\|45.32\|10.00\|41.82\|45.32\|40.86\|514953;2026-06-12\|46.91\|3.51\|46.00\|49.50\|44.80\|500925;2026-06-15\|45.60\|-2.79\|46.91\|48.99\|43.51\|467639;2026-06-16\|41.77\|-8.40\|44.00\|44.00\|41.75\|376540;2026-06-17\|40.80\|-2.32\|41.20\|42.59\|40.60\|250931;2026-06-18\|37.86\|-7.21\|40.00\|41.47\|37.69\|406271;2026-06-22\|38.47\|1.61\|36.90\|38.74\|35.78\|415009;2026-06-23\|34.62\|-10.01\|37.50\|37.70\|34.62\|382183;2026-06-24\|35.98\|3.93\|33.76\|36.20\|32.11\|474438;2026-06-25\|33.69\|-6.36\|35.45\|35.92\|33.10\|380252;2026-06-26\|32.26\|-4.24\|33.50\|34.88\|32.18\|284699;2026-06-29\|33.42\|3.60\|32.70\|34.26\|30.50\|334228;2026-06-30\|34.23\|2.42\|33.41\|35.52\|33.02\|261261;2026-07-01\|36.65\|7.07\|35.00\|37.63\|33.88\|370377;2026-07-02\|36.44\|-0.57\|36.85\|37.80\|35.50\|289390;2026-07-03\|35.81\|-1.73\|37.30\|37.57\|35.61\|235845;2026-07-06\|35.92\|0.31\|35.62\|38.22\|35.54\|232064;2026-07-07\|34.59\|-3.70\|36.00\|36.99\|34.00\|206522;2026-07-08\|33.06\|-4.42\|34.67\|36.09\|33.00\|256393;2026-07-09\|32.53\|-1.60\|33.06\|33.48\|31.17\|256413;2026-07-10\|31.07\|-4.49\|32.34\|32.46\|31.07\|256451
113916	SK海力士尝试“以钼代钨”，助力NAND性能提升	靶材+高纯钼+三星供应链+商业航天 1、据2026年5月14日投资者关系活动记录表及2026年6月2日互动易，公司两款型号产品顺利通过韩国三星的品质稽核和产品验证，成功导入其供应商名录并开始批量供货，供货量逐步提高，海外市场拓展取得显著突破。 2、据2026年2月1日投资者关系活动记录表，公司PMI泡沫已与多家业内主要商业航天企业建立配套合作关系，核心定位为商业航天领域提供轻质高强的轻量化减重材料。 3、据2026年4月23日年度报告，公司的高纯钼及钼合金靶材、银合金靶材、ITO靶材已广泛应用于半导体显示面板溅射镀膜生产线，是京东方、维信诺、TCL华星及韩国LGD等多家全球主流面板企业的核心供应商。	国内钼靶材核心供应商；公司全资子公司丰联科光电主要产品包括TFT-LCD/AMOLED用高纯钼及钼合金靶材、高纯钨及钨合金靶材等	2026-03-03\|11.00\|-7.41\|11.88\|12.00\|10.97\|846777;2026-03-04\|11.20\|1.82\|10.79\|11.36\|10.79\|537738;2026-03-05\|11.58\|3.39\|11.45\|11.85\|11.44\|575969;2026-03-06\|11.30\|-2.42\|11.49\|11.53\|11.26\|420588;2026-03-09\|11.15\|-1.33\|11.04\|11.24\|10.73\|507903;2026-03-10\|11.78\|5.65\|11.36\|11.95\|11.36\|633588;2026-03-11\|11.56\|-1.87\|11.75\|12.06\|11.53\|481569;2026-03-12\|11.30\|-2.25\|11.51\|11.56\|11.18\|393579;2026-03-13\|11.11\|-1.68\|11.20\|11.42\|10.98\|330194;2026-03-16\|10.92\|-1.71\|11.05\|11.10\|10.68\|385215;2026-03-17\|10.53\|-3.57\|10.96\|11.02\|10.51\|318178;2026-03-18\|10.68\|1.42\|10.57\|10.70\|10.46\|254623;2026-03-19\|10.30\|-3.56\|10.45\|10.50\|10.20\|323990;2026-03-20\|10.11\|-1.84\|10.35\|10.60\|10.11\|356963;2026-03-23\|9.46\|-6.43\|9.88\|10.09\|9.39\|477768;2026-03-24\|9.66\|2.11\|9.70\|9.75\|9.27\|374501;2026-03-25\|9.73\|0.72\|9.70\|9.94\|9.69\|312005;2026-03-26\|9.56\|-1.75\|9.72\|9.75\|9.39\|299105;2026-03-27\|9.71\|1.57\|9.43\|9.75\|9.41\|369463;2026-03-30\|9.60\|-1.13\|9.48\|9.60\|9.36\|282690;2026-03-31\|9.39\|-2.19\|9.67\|9.76\|9.36\|305763;2026-04-01\|9.66\|2.88\|9.67\|9.73\|9.49\|291618;2026-04-02\|9.36\|-3.11\|9.57\|9.65\|9.29\|255902;2026-04-03\|9.27\|-0.96\|9.39\|9.44\|9.19\|202612;2026-04-07\|9.32\|0.54\|9.31\|9.42\|9.25\|151259;2026-04-08\|9.89\|6.12\|9.61\|9.89\|9.58\|359976;2026-04-09\|9.80\|-0.91\|9.80\|9.89\|9.67\|313514;2026-04-10\|9.82\|0.20\|9.88\|10.08\|9.79\|322908;2026-04-13\|10.03\|2.14\|9.72\|10.04\|9.69\|324467;2026-04-14\|10.24\|2.09\|10.07\|10.30\|10.03\|376786;2026-04-15\|10.17\|-0.68\|10.29\|10.32\|10.08\|340926;2026-04-16\|10.19\|0.20\|10.15\|10.22\|10.04\|249011;2026-04-17\|10.40\|2.06\|10.13\|10.61\|10.13\|376798;2026-04-20\|10.74\|3.27\|10.47\|10.90\|10.45\|388940;2026-04-21\|11.12\|3.54\|10.66\|11.20\|10.60\|571852;2026-04-22\|11.22\|0.90\|10.94\|11.24\|10.91\|450224;2026-04-23\|10.46\|-6.77\|11.01\|11.03\|10.42\|731699;2026-04-24\|10.15\|-2.96\|10.46\|10.48\|10.00\|444832;2026-04-27\|10.51\|3.55\|10.31\|10.73\|10.30\|460885;2026-04-28\|10.48\|-0.29\|10.43\|10.61\|10.27\|344952;2026-04-29\|10.56\|0.76\|10.40\|10.62\|10.35\|321487;2026-04-30\|10.57\|0.09\|10.52\|10.67\|10.45\|327122;2026-05-06\|10.97\|3.78\|10.68\|10.98\|10.68\|436457;2026-05-07\|11.38\|3.74\|11.00\|11.59\|10.94\|687620;2026-05-08\|11.31\|-0.62\|11.23\|11.42\|11.18\|406374;2026-05-11\|11.43\|1.06\|11.41\|11.54\|11.23\|502818;2026-05-12\|11.18\|-2.19\|11.38\|11.42\|11.05\|400558;2026-05-13\|11.36\|1.61\|11.06\|11.45\|11.06\|377171;2026-05-14\|11.45\|0.79\|11.50\|11.78\|11.30\|660671;2026-05-15\|13.74\|20.00\|12.50\|13.74\|12.40\|2345683;2026-05-18\|13.09\|-4.73\|13.50\|13.60\|12.94\|1743324;2026-05-19\|13.29\|1.53\|13.19\|13.35\|12.75\|1111878;2026-05-20\|13.82\|3.99\|13.40\|14.07\|13.30\|1142174;2026-05-21\|12.66\|-8.39\|13.91\|14.11\|12.61\|1135891;2026-05-22\|12.93\|2.13\|12.76\|12.98\|12.68\|653054;2026-05-25\|13.92\|7.66\|13.35\|14.06\|13.26\|950146;2026-05-26\|13.14\|-5.60\|14.21\|14.54\|12.96\|944574;2026-05-27\|12.58\|-4.26\|13.29\|13.40\|12.44\|764680;2026-05-28\|13.40\|6.52\|12.59\|13.47\|12.33\|746470;2026-05-29\|11.99\|-10.12\|13.39\|13.58\|11.89\|890803;2026-06-01\|11.68\|-2.59\|11.95\|12.25\|11.67\|482235;2026-06-02\|11.85\|1.46\|11.70\|12.09\|11.63\|472406;2026-06-03\|11.57\|-2.36\|11.83\|12.06\|11.40\|608027;2026-06-04\|11.75\|1.56\|11.38\|11.90\|11.28\|501780;2026-06-05\|11.84\|0.77\|11.63\|12.21\|11.20\|565871;2026-06-08\|11.34\|-4.22\|11.41\|11.97\|11.22\|473835;2026-06-09\|11.96\|5.47\|11.56\|12.25\|11.18\|616691;2026-06-10\|11.82\|-1.17\|11.21\|12.09\|10.77\|1113584;2026-06-11\|14.18\|19.97\|12.01\|14.18\|11.96\|1949308;2026-06-12\|15.44\|8.89\|15.61\|16.57\|15.10\|2591801;2026-06-15\|15.99\|3.56\|15.75\|16.41\|15.30\|1970999;2026-06-16\|16.08\|0.56\|15.50\|16.55\|15.40\|1702538;2026-06-17\|16.63\|3.42\|16.50\|17.08\|16.02\|1723323;2026-06-18\|16.26\|-2.22\|16.65\|17.19\|15.91\|1308431;2026-06-22\|16.49\|1.41\|16.57\|16.80\|15.80\|1356333;2026-06-23\|15.64\|-5.15\|16.18\|16.51\|15.50\|931157;2026-06-24\|15.78\|0.90\|15.43\|15.94\|15.23\|822769;2026-06-25\|15.85\|0.44\|16.19\|16.56\|15.70\|1187611;2026-06-26\|15.61\|-1.51\|15.90\|16.55\|15.38\|1266026;2026-06-29\|15.00\|-3.91\|16.04\|16.20\|14.61\|1253485;2026-06-30\|16.30\|8.67\|14.89\|16.35\|14.68\|1399480;2026-07-01\|16.71\|2.52\|16.05\|17.06\|15.93\|1440577;2026-07-02\|16.60\|-0.66\|15.93\|17.49\|15.40\|1448842;2026-07-03\|15.32\|-7.71\|16.79\|17.00\|15.27\|1115476;2026-07-06\|14.38\|-6.14\|15.56\|15.69\|14.30\|896470;2026-07-07\|13.90\|-3.34\|14.28\|14.72\|13.73\|643208;2026-07-08\|13.02\|-6.33\|13.80\|13.96\|12.80\|676623;2026-07-09\|13.93\|6.99\|13.21\|14.05\|12.62\|797048;2026-07-10\|13.04\|-6.39\|13.94\|14.48\|13.04\|865210
113915	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
113812	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

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