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
113761	央视财经：AI智能体市场或迎爆发式增长	算力+家具智造行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年4月25日年报，唯一网络2025年IDC及云计算收入19.66亿元，首次超越传统设备业务，并启动“AI原生基础设施+”战略，部署GPU算力池、搭建融合调度平台，向推理算力服务商升级。 2、据2026年4月25日年报，公司国内首创免挖坑智能开料工作站，AI优化家具生产，已为索菲亚、宜家OEM等300+标杆工厂提供整厂智能产线。 3、据2026年4月25日年报，公司拟10派2元并授权董事会推进2026年中期分红，同时公告使用不超6亿元自有资金购买低风险理财产品。	公司开发了小鹭AIGC智能助手；全资子公司唯一网络是国内领先的数字经济基础设施服务提供商，主要经营范围包括IDC、云计算（含公有云、混合云、私有云及云增值等服务）、云联网、数字化解决方案等服务	2026-03-03\|20.31\|-5.05\|21.40\|21.58\|20.26\|247332;2026-03-04\|20.20\|-0.54\|20.05\|20.65\|19.90\|123375;2026-03-05\|20.77\|2.82\|20.96\|21.00\|20.45\|134338;2026-03-06\|21.31\|2.60\|20.99\|21.31\|20.70\|179716;2026-03-09\|21.99\|3.19\|20.71\|22.17\|20.60\|217461;2026-03-10\|22.32\|1.50\|22.37\|22.98\|21.77\|268613;2026-03-11\|22.20\|-0.54\|22.35\|22.74\|22.08\|178165;2026-03-12\|21.72\|-2.16\|21.95\|22.19\|21.62\|142365;2026-03-13\|20.98\|-3.41\|21.54\|21.80\|20.95\|135119;2026-03-16\|21.08\|0.48\|20.89\|21.10\|20.39\|107638;2026-03-17\|20.46\|-2.94\|21.20\|21.38\|20.43\|81988;2026-03-18\|21.73\|6.21\|20.68\|21.87\|20.52\|181470;2026-03-19\|21.35\|-1.75\|21.25\|21.84\|21.23\|126600;2026-03-20\|20.28\|-5.01\|21.37\|21.56\|20.28\|130647;2026-03-23\|19.15\|-5.57\|19.72\|20.26\|19.01\|140047;2026-03-24\|19.79\|3.34\|19.55\|19.85\|19.11\|114412;2026-03-25\|20.64\|4.30\|19.91\|20.86\|19.88\|117398;2026-03-26\|19.91\|-3.54\|20.50\|20.65\|19.86\|89226;2026-03-27\|20.08\|0.85\|19.78\|20.34\|19.50\|72708;2026-03-30\|20.27\|0.95\|19.82\|20.46\|19.52\|91810;2026-03-31\|19.98\|-1.43\|20.10\|20.56\|19.93\|71879;2026-04-01\|20.58\|3.00\|20.40\|20.68\|20.18\|92284;2026-04-02\|19.44\|-5.54\|20.46\|20.46\|19.25\|143128;2026-04-03\|19.14\|-1.54\|19.57\|19.66\|19.04\|75890;2026-04-07\|19.12\|-0.10\|19.29\|19.42\|18.98\|63834;2026-04-08\|20.68\|8.16\|19.57\|20.72\|19.56\|164316;2026-04-09\|20.24\|-2.13\|20.30\|20.50\|20.10\|85588;2026-04-10\|20.39\|0.74\|20.39\|20.68\|20.29\|79680;2026-04-13\|20.46\|0.34\|20.16\|20.65\|20.16\|67432;2026-04-14\|20.91\|2.20\|20.79\|21.01\|20.55\|128241;2026-04-15\|20.72\|-0.91\|20.97\|21.02\|20.63\|95628;2026-04-16\|22.79\|9.99\|20.88\|22.79\|20.77\|291035;2026-04-17\|22.36\|-1.89\|22.79\|23.17\|22.21\|387452;2026-04-20\|22.65\|1.30\|22.38\|22.78\|22.12\|234027;2026-04-21\|22.18\|-2.08\|22.31\|22.45\|21.90\|159447;2026-04-22\|22.40\|0.99\|22.04\|22.44\|21.78\|158513;2026-04-23\|22.38\|-0.09\|22.41\|22.74\|22.22\|223585;2026-04-24\|22.51\|0.58\|22.40\|22.73\|21.47\|244657;2026-04-27\|23.46\|4.22\|22.40\|23.46\|21.66\|390797;2026-04-28\|22.46\|-4.26\|23.23\|23.23\|22.20\|290304;2026-04-29\|22.77\|1.38\|22.01\|23.20\|21.78\|279171;2026-04-30\|23.16\|1.71\|22.94\|24.25\|22.89\|326043;2026-05-06\|25.31\|9.28\|23.62\|25.48\|23.62\|673828;2026-05-07\|27.84\|10.00\|25.63\|27.84\|25.31\|500865;2026-05-08\|29.02\|4.24\|28.28\|29.87\|27.59\|757666;2026-05-11\|31.29\|7.82\|29.14\|31.81\|29.06\|518352;2026-05-12\|30.92\|-1.18\|30.99\|31.80\|30.56\|393882;2026-05-13\|32.24\|4.27\|30.45\|32.40\|30.04\|269730;2026-05-14\|32.10\|-0.43\|32.00\|32.80\|31.70\|235611;2026-05-15\|31.95\|-0.47\|31.80\|32.78\|31.52\|190125;2026-05-18\|29.93\|-6.32\|31.87\|32.30\|29.45\|329898;2026-05-19\|29.29\|-2.14\|29.52\|30.38\|28.90\|225243;2026-05-20\|29.10\|-0.65\|29.26\|30.20\|28.55\|179956;2026-05-21\|26.62\|-8.52\|29.00\|30.00\|26.40\|200592;2026-05-22\|28.73\|7.93\|26.64\|29.28\|26.02\|326384;2026-05-25\|27.28\|-5.05\|29.30\|29.35\|27.25\|234007;2026-05-26\|25.96\|-4.14\|26.60\|26.86\|25.53\|163867;2026-05-27\|24.27\|-6.51\|25.82\|26.28\|24.05\|175999;2026-05-28\|24.71\|1.81\|24.40\|25.17\|24.07\|167186;2026-05-29\|23.40\|-5.30\|24.69\|24.99\|23.00\|141777;2026-06-01\|23.78\|1.62\|23.45\|24.29\|23.00\|146724;2026-06-02\|23.69\|-0.38\|23.96\|24.17\|22.68\|141810;2026-06-03\|23.51\|-0.76\|23.61\|24.14\|23.16\|116856;2026-06-04\|22.75\|-3.23\|23.25\|23.42\|22.60\|101170;2026-06-05\|22.37\|-1.67\|22.60\|22.85\|21.95\|105682;2026-06-08\|20.81\|-6.97\|21.64\|22.15\|20.38\|191967;2026-06-09\|21.03\|1.06\|20.88\|21.19\|20.60\|109843;2026-06-10\|23.13\|9.99\|23.13\|23.13\|23.13\|93249;2026-06-11\|20.82\|-9.99\|22.02\|22.44\|20.82\|269660;2026-06-12\|19.72\|-5.28\|20.62\|21.06\|19.72\|453459;2026-06-15\|20.27\|2.79\|19.98\|20.41\|19.70\|262135;2026-06-16\|20.86\|2.91\|20.49\|21.14\|20.31\|191597;2026-06-17\|21.07\|1.01\|20.95\|21.48\|20.62\|154334;2026-06-18\|21.35\|1.33\|20.92\|21.58\|20.81\|145795;2026-06-22\|21.04\|-1.45\|21.40\|21.72\|20.48\|189596;2026-06-23\|20.34\|-3.33\|21.00\|21.13\|20.24\|127293;2026-06-24\|20.42\|0.39\|20.16\|20.46\|19.76\|118982;2026-06-25\|19.37\|-5.14\|20.22\|20.50\|19.34\|153298;2026-06-26\|18.43\|-4.85\|19.12\|19.32\|18.32\|137298;2026-06-29\|17.82\|-3.31\|18.32\|18.45\|17.51\|117337;2026-06-30\|18.05\|1.29\|17.83\|18.38\|17.53\|109606;2026-07-01\|18.32\|1.50\|18.15\|18.71\|17.77\|137856;2026-07-02\|18.36\|0.22\|18.01\|19.20\|18.01\|173774;2026-07-03\|18.60\|1.31\|18.40\|18.98\|18.40\|129772;2026-07-06\|17.74\|-4.62\|18.63\|18.67\|17.63\|124522;2026-07-07\|16.74\|-5.64\|17.40\|17.65\|16.68\|137339;2026-07-08\|18.41\|9.98\|16.75\|18.41\|16.54\|155237;2026-07-09\|17.91\|-2.72\|18.22\|18.33\|17.21\|307830;2026-07-10\|18.00\|0.50\|17.68\|18.78\|17.51\|256871
113760	央视财经：AI智能体市场或迎爆发式增长	具身智能数据集+3D视觉+算力租赁+AI营销行业原因： AI硬件板块大跌，软件板块轮动。兴业证券6月15日研报指出，AI正推动广告营销行业从流程自动化向分发智能化升级，通过AI算法提升预测能力与分发精准度，是构建技术壁垒的核心方向。公司原因： 1、据2026年6月17日天娱数科官微，参股公司芯明发布自研3D视觉AI模组R216g，内置空间智能芯片提供3.5 TOPS端侧算力，专为人形机器人、灵巧手及协作臂设计，解决“看得清、抓得准”的核心痛点。 2、据2026年6月11日异常波动公告，公司股票连续4个交易日涨停，公司自查澄清没有物理AI业务，与2026年世界杯不存在业务合作关系。 3、据2025年年报，公司聚焦智能营销、智慧能源、空间智能等领域，构建了AI营销、空间智能MaaS等业务平台；10项具身智能数据集已在北京国际大数据交易所完成资产登记。 4、据2025年年报，公司子公司与山西数据技术公司等合作，依托国家先进计算太原中心800PFlops人工智能算力，共同打造人工智能算力服务平台。	公司拥有智者千问、天星、智慧广告三款企业级大模型，推进具身智能平台建设，完成“人形机器人空间6D动捕长程数据”等5个数据集资产登记，积累超120万条3D数据及10万机器人任务训练数据，为相关场景提供解决方案	2026-03-03\|6.08\|-4.55\|6.42\|6.44\|6.07\|1005135;2026-03-04\|6.06\|-0.33\|6.01\|6.17\|6.00\|708145;2026-03-05\|6.23\|2.81\|6.17\|6.28\|6.16\|739005;2026-03-06\|6.26\|0.48\|6.20\|6.28\|6.16\|516798;2026-03-09\|6.46\|3.19\|6.20\|6.48\|6.14\|1131477;2026-03-10\|6.40\|-0.93\|6.50\|6.60\|6.35\|970708;2026-03-11\|6.31\|-1.41\|6.38\|6.42\|6.30\|606839;2026-03-12\|6.26\|-0.79\|6.29\|6.33\|6.21\|480320;2026-03-13\|6.11\|-2.40\|6.21\|6.23\|6.09\|602108;2026-03-16\|6.18\|1.15\|6.08\|6.18\|6.05\|473533;2026-03-17\|6.09\|-1.46\|6.17\|6.22\|6.08\|458286;2026-03-18\|6.15\|0.99\|6.09\|6.16\|6.05\|400557;2026-03-19\|6.02\|-2.11\|6.10\|6.10\|6.01\|494240;2026-03-20\|5.79\|-3.82\|6.03\|6.08\|5.79\|705642;2026-03-23\|5.41\|-6.56\|5.68\|5.71\|5.36\|781429;2026-03-24\|5.66\|4.62\|5.52\|5.66\|5.46\|760352;2026-03-25\|5.73\|1.24\|5.66\|5.76\|5.65\|562185;2026-03-26\|5.61\|-2.09\|5.72\|5.78\|5.58\|418056;2026-03-27\|5.69\|1.43\|5.53\|5.70\|5.50\|380889;2026-03-30\|5.72\|0.53\|5.60\|5.73\|5.53\|400013;2026-03-31\|5.68\|-0.70\|5.73\|5.81\|5.67\|388482;2026-04-01\|5.71\|0.53\|5.79\|5.81\|5.67\|389739;2026-04-02\|5.57\|-2.45\|5.69\|5.69\|5.52\|399478;2026-04-03\|5.42\|-2.69\|5.59\|5.61\|5.39\|347675;2026-04-07\|5.48\|1.11\|5.40\|5.49\|5.40\|303370;2026-04-08\|5.87\|7.12\|5.59\|5.88\|5.58\|758136;2026-04-09\|5.68\|-3.24\|5.77\|5.80\|5.67\|503904;2026-04-10\|5.69\|0.18\|5.75\|5.79\|5.68\|353932;2026-04-13\|5.65\|-0.70\|5.63\|5.68\|5.61\|305479;2026-04-14\|5.68\|0.53\|5.71\|5.76\|5.61\|405777;2026-04-15\|5.62\|-1.06\|5.74\|5.77\|5.60\|434830;2026-04-16\|5.78\|2.85\|5.63\|5.79\|5.63\|633052;2026-04-17\|5.74\|-0.69\|5.76\|5.77\|5.68\|409768;2026-04-20\|5.84\|1.74\|5.75\|5.87\|5.72\|546137;2026-04-21\|5.67\|-2.91\|5.81\|5.85\|5.63\|692431;2026-04-22\|5.67\|0.00\|5.64\|5.67\|5.57\|419240;2026-04-23\|5.62\|-0.88\|5.68\|5.74\|5.60\|430680;2026-04-24\|5.56\|-1.07\|5.58\|5.61\|5.46\|428853;2026-04-27\|5.59\|0.54\|5.53\|5.60\|5.44\|360842;2026-04-28\|5.41\|-3.22\|5.57\|5.57\|5.38\|450852;2026-04-29\|5.95\|9.98\|5.90\|5.95\|5.90\|525234;2026-04-30\|6.20\|4.20\|6.16\|6.43\|6.06\|2292720;2026-05-06\|6.37\|2.74\|6.22\|6.39\|6.20\|1735061;2026-05-07\|6.41\|0.63\|6.31\|6.43\|6.26\|1472163;2026-05-08\|6.35\|-0.94\|6.54\|6.75\|6.33\|1910691;2026-05-11\|6.37\|0.32\|6.38\|6.45\|6.25\|1315487;2026-05-12\|6.45\|1.26\|6.36\|6.71\|6.32\|1722008;2026-05-13\|6.54\|1.40\|6.44\|6.55\|6.35\|1123484;2026-05-14\|6.32\|-3.36\|6.56\|6.64\|6.31\|970841;2026-05-15\|6.44\|1.90\|6.30\|6.66\|6.29\|1023867;2026-05-18\|7.08\|9.94\|6.52\|7.08\|6.49\|2310913;2026-05-19\|7.13\|0.71\|7.01\|7.49\|6.90\|3687487;2026-05-20\|6.97\|-2.24\|7.10\|7.29\|6.93\|2716879;2026-05-21\|6.80\|-2.44\|6.96\|7.28\|6.74\|2160325;2026-05-22\|6.76\|-0.59\|6.77\|6.86\|6.58\|1710910;2026-05-25\|6.87\|1.63\|6.80\|7.08\|6.77\|1638913;2026-05-26\|7.15\|4.08\|6.81\|7.35\|6.65\|2823532;2026-05-27\|7.07\|-1.12\|7.00\|7.27\|6.96\|1855844;2026-05-28\|7.13\|0.85\|7.00\|7.29\|6.97\|2043628;2026-05-29\|7.15\|0.28\|7.18\|7.38\|6.97\|2391451;2026-06-01\|7.44\|4.06\|7.05\|7.48\|7.00\|2714184;2026-06-02\|6.70\|-9.95\|7.49\|7.50\|6.70\|2692907;2026-06-03\|6.18\|-7.76\|6.40\|6.53\|6.12\|2240383;2026-06-04\|6.05\|-2.10\|6.04\|6.20\|5.98\|1377627;2026-06-05\|6.66\|10.08\|6.66\|6.66\|6.55\|1249607;2026-06-08\|7.33\|10.06\|7.10\|7.33\|7.00\|1102835;2026-06-09\|8.06\|9.96\|7.75\|8.06\|7.62\|4754534;2026-06-10\|8.87\|10.05\|8.28\|8.87\|8.28\|3438535;2026-06-11\|7.98\|-10.03\|8.75\|8.83\|7.98\|1603746;2026-06-12\|7.52\|-5.76\|7.42\|8.12\|7.30\|6080471;2026-06-15\|7.50\|-0.27\|7.56\|7.98\|7.38\|4698369;2026-06-16\|7.26\|-3.20\|7.31\|7.41\|6.85\|4349581;2026-06-17\|7.03\|-3.17\|7.19\|7.25\|6.96\|2855074;2026-06-18\|7.73\|9.96\|7.15\|7.73\|6.97\|3743586;2026-06-22\|8.50\|9.96\|8.10\|8.50\|8.09\|2887176;2026-06-23\|8.11\|-4.59\|8.51\|8.64\|7.93\|4518849;2026-06-24\|8.92\|9.99\|8.21\|8.92\|8.11\|1769655;2026-06-25\|8.03\|-9.98\|8.49\|8.57\|8.03\|4384568;2026-06-26\|8.83\|9.96\|8.23\|8.83\|7.96\|4947019;2026-06-29\|9.11\|3.17\|9.17\|9.68\|8.81\|6454992;2026-06-30\|9.30\|2.09\|9.25\|9.57\|8.98\|5380106;2026-07-01\|9.40\|1.08\|9.11\|9.87\|9.01\|5255562;2026-07-02\|10.34\|10.00\|10.00\|10.34\|10.00\|1026759;2026-07-03\|9.37\|-9.38\|10.32\|10.32\|9.31\|6189351;2026-07-06\|8.43\|-10.03\|9.57\|9.75\|8.43\|4801865;2026-07-07\|8.71\|3.32\|8.44\|9.11\|8.44\|4398549;2026-07-08\|8.02\|-7.92\|8.50\|8.60\|7.97\|3458202;2026-07-09\|8.08\|0.75\|8.00\|8.42\|7.72\|3580331;2026-07-10\|8.54\|5.69\|8.23\|8.89\|8.02\|5378673
113759	全球最大PPE树脂产区停产，PCB材料持续涨价	可控核聚变+军工装备+高端成形机床行业原因：美以联合空袭伊朗，中东地缘冲突升级，全球军费扩张预期强化。公司原因： 1、据2026年2月3日互动易，公司近期有中标聚变新能“BEST屏蔽包层系统不锈钢屏蔽块采购项目”，具体信息请详见公司于2026年1月24日披露的《日常关联交易公告》。 2、据2025年12月5日业绩说明会，公司专注真空室、包层及偏滤器等核心部件的制造工作积极开展相关项目的预研及投标工作，公司布局可控核聚变业务，有望成为公司业绩增长点。同时，BEST项目经验亦为公司后续参与其他聚变项目奠定基础。 3、据2025年10月27日互动易，公司高端成形机床已成熟应用于航空航天、军工领域并取得业务收入。	1、公司是PCB/CCL层压设备的国产龙头，核心产品是真空热压机/冷压机及自动化生产线； 2、参股公司合肥汇智专注于粉末注射成形技术（PIM）的研发及应用，其中涉及的光模块业务，目前正在合作的企业有新易盛、联特科技等； 3、公司高端成形机床已成熟应用于航空航天、军工领域并取得业务收入； 4、公司与中国核工业二三建设有限公司合作，已承接核聚变真空室构件的研制工作	2026-03-03\|26.51\|-6.26\|28.00\|28.46\|26.15\|671167;2026-03-04\|26.06\|-1.70\|25.99\|27.00\|25.85\|399480;2026-03-05\|27.43\|5.26\|26.77\|27.98\|26.51\|583105;2026-03-06\|26.80\|-2.30\|26.99\|27.49\|26.05\|442143;2026-03-09\|25.69\|-4.14\|26.15\|26.15\|24.38\|462634;2026-03-10\|26.85\|4.52\|25.92\|26.92\|25.80\|401543;2026-03-11\|27.04\|0.71\|26.94\|27.48\|26.63\|421077;2026-03-12\|26.29\|-2.77\|26.75\|27.69\|25.33\|565264;2026-03-13\|26.93\|2.43\|25.60\|27.43\|25.40\|554917;2026-03-16\|25.38\|-5.76\|26.60\|26.80\|25.05\|441435;2026-03-17\|23.69\|-6.66\|25.06\|25.08\|23.60\|347004;2026-03-18\|23.94\|1.06\|23.66\|23.99\|23.05\|201793;2026-03-19\|23.01\|-3.88\|23.25\|23.47\|22.87\|182773;2026-03-20\|21.32\|-7.34\|23.01\|23.37\|21.25\|290706;2026-03-23\|20.25\|-5.02\|20.48\|21.33\|20.11\|274101;2026-03-24\|20.80\|2.72\|20.72\|20.90\|19.93\|247751;2026-03-25\|21.14\|1.63\|20.95\|21.59\|20.95\|265666;2026-03-26\|20.55\|-2.79\|21.26\|21.44\|20.45\|181145;2026-03-27\|20.82\|1.31\|20.05\|20.93\|20.02\|160999;2026-03-30\|20.97\|0.72\|20.53\|21.05\|20.31\|159990;2026-03-31\|20.69\|-1.34\|21.05\|21.56\|20.65\|165881;2026-04-01\|21.37\|3.29\|21.29\|21.70\|20.82\|256116;2026-04-02\|20.49\|-4.12\|21.10\|21.30\|20.40\|197328;2026-04-03\|19.92\|-2.78\|20.48\|20.59\|19.89\|147268;2026-04-07\|20.00\|0.40\|19.90\|20.19\|19.86\|105628;2026-04-08\|21.47\|7.35\|20.40\|21.49\|20.39\|261572;2026-04-09\|21.07\|-1.86\|21.12\|21.29\|20.90\|158790;2026-04-10\|21.21\|0.66\|21.29\|21.55\|21.16\|156876;2026-04-13\|21.14\|-0.33\|20.90\|21.28\|20.76\|125259;2026-04-14\|21.40\|1.23\|21.29\|21.76\|21.22\|134115;2026-04-15\|21.32\|-0.37\|21.67\|22.21\|21.19\|249156;2026-04-16\|21.50\|0.84\|21.32\|21.54\|21.05\|148639;2026-04-17\|21.84\|1.58\|21.50\|21.98\|21.29\|187295;2026-04-20\|22.25\|1.88\|21.80\|22.28\|21.64\|201037;2026-04-21\|21.94\|-1.39\|22.35\|22.35\|21.74\|161566;2026-04-22\|22.24\|1.37\|21.70\|22.45\|21.63\|185820;2026-04-23\|21.78\|-2.07\|22.15\|22.65\|21.60\|177976;2026-04-24\|21.03\|-3.44\|21.58\|21.58\|20.93\|168746;2026-04-27\|21.17\|0.67\|21.03\|21.47\|20.52\|128387;2026-04-28\|20.58\|-2.79\|21.07\|21.16\|20.45\|121092;2026-04-29\|20.27\|-1.51\|20.05\|20.45\|19.58\|169127;2026-04-30\|20.58\|1.53\|20.22\|20.63\|20.15\|116720;2026-05-06\|21.18\|2.92\|20.77\|21.44\|20.75\|151600;2026-05-07\|21.46\|1.32\|21.40\|21.50\|21.02\|133674;2026-05-08\|21.70\|1.12\|21.45\|22.40\|21.08\|286809;2026-05-11\|22.24\|2.49\|21.66\|22.47\|21.63\|296398;2026-05-12\|21.97\|-1.21\|22.21\|22.45\|21.68\|195479;2026-05-13\|22.02\|0.23\|21.81\|22.33\|21.70\|178325;2026-05-14\|21.36\|-3.00\|22.00\|22.25\|21.34\|184814;2026-05-15\|21.06\|-1.40\|21.45\|21.80\|20.85\|173499;2026-05-18\|20.55\|-2.42\|20.89\|21.26\|20.41\|160068;2026-05-19\|20.80\|1.22\|20.55\|20.87\|20.05\|139161;2026-05-20\|20.12\|-3.27\|20.71\|20.76\|19.96\|172044;2026-05-21\|19.30\|-4.08\|20.19\|20.58\|19.25\|227274;2026-05-22\|19.81\|2.64\|19.48\|19.84\|19.02\|159937;2026-05-25\|19.83\|0.10\|20.00\|20.77\|19.50\|184114;2026-05-26\|18.72\|-5.60\|19.83\|19.84\|18.32\|250343;2026-05-27\|20.59\|9.99\|18.79\|20.59\|18.64\|265492;2026-05-28\|22.65\|10.00\|20.91\|22.65\|20.21\|529449;2026-05-29\|24.92\|10.02\|23.80\|24.92\|23.30\|547967;2026-06-01\|27.41\|9.99\|25.67\|27.41\|25.65\|345598;2026-06-02\|28.99\|5.76\|28.23\|29.43\|24.67\|1465550;2026-06-03\|30.91\|6.62\|27.50\|31.89\|27.20\|1084430;2026-06-04\|32.26\|4.37\|30.00\|33.12\|29.60\|864678;2026-06-05\|32.70\|1.36\|31.94\|34.10\|31.40\|724397;2026-06-08\|29.67\|-9.27\|31.26\|32.86\|29.43\|775473;2026-06-09\|29.00\|-2.26\|30.85\|32.64\|28.29\|900257;2026-06-10\|31.90\|10.00\|29.00\|31.90\|28.98\|699939;2026-06-11\|33.60\|5.33\|31.21\|35.09\|30.58\|968523;2026-06-12\|31.11\|-7.41\|32.64\|34.13\|30.43\|723429;2026-06-15\|34.22\|10.00\|31.50\|34.22\|31.28\|438340;2026-06-16\|34.60\|1.11\|35.00\|35.57\|32.32\|847530;2026-06-17\|35.95\|3.90\|33.00\|37.77\|32.86\|723356;2026-06-18\|39.55\|10.01\|36.36\|39.55\|36.36\|528979;2026-06-22\|37.14\|-6.09\|39.00\|41.40\|35.88\|857351;2026-06-23\|35.23\|-5.14\|36.01\|36.98\|34.01\|697809;2026-06-24\|33.32\|-5.42\|35.00\|36.45\|32.10\|749549;2026-06-25\|35.51\|6.57\|33.75\|36.10\|32.40\|726076;2026-06-26\|32.06\|-9.72\|34.10\|34.50\|31.96\|580859;2026-06-29\|31.42\|-2.00\|32.71\|33.33\|31.00\|475817;2026-06-30\|33.08\|5.28\|30.82\|33.37\|30.50\|425721;2026-07-01\|33.61\|1.60\|32.95\|36.39\|32.39\|664831;2026-07-02\|32.23\|-4.11\|31.50\|34.35\|31.50\|401711;2026-07-03\|31.45\|-2.42\|32.00\|32.80\|30.91\|326865;2026-07-06\|29.10\|-7.47\|31.45\|31.77\|28.66\|415421;2026-07-07\|26.71\|-8.21\|29.08\|29.80\|26.58\|383339;2026-07-08\|25.02\|-6.33\|27.00\|27.25\|24.94\|308374;2026-07-09\|24.98\|-0.16\|25.61\|25.64\|22.73\|379135;2026-07-10\|24.60\|-1.52\|25.21\|25.98\|24.59\|305942
113758	全球最大PPE树脂产区停产，PCB材料持续涨价	高速覆铜板+先进封装+电子环氧树脂行业原因： 1、英特尔CEO陈立武近日表示，他对英特尔的回报目标是"5至10年内实现10倍"，并正在围绕先进封装、新型半导体材料与下一代基板技术，系统性地重构英特尔的技术路线图。 2、兴业证券6月11日研报指出，玻璃基板凭借低热膨胀系数、高布线密度等优势成为下一代核心基板，台积电、英特尔等龙头布局加速，行业迎来景气上行窗口。公司原因： 1、据2026年6月18日互动易，公司GA-686系列高速覆铜板产品已通过客户认证，取得小量订单生产，产品通过服务下游印刷电路板企业供应至各终端，广泛应用于通讯、服务器等领域。 2、据2026年4月23日年报，公司与晶化科技合作开发应用于FCBGA及FCCSP先进封装载板的GBF增层膜新材料；子公司珠海宏昌已取得“半导体级功能性树脂膜材研发及产业化项目”备案，年产ABF载板用增层膜材172.8万平方米。 3、据2026年4月23日年报，公司主营电子级环氧树脂与覆铜板，直接客户包括瀚宇博德、健鼎科技、胜宏科技等大型PCB厂商，业务聚焦于AI算力需求相关的材料升级。	公司开发的高频高速5G电路板用树脂，已完成下游CCL覆铜板相关客户实验室认证	2026-03-03\|10.81\|-2.79\|11.35\|11.52\|10.78\|663748;2026-03-04\|10.69\|-1.11\|10.62\|11.05\|10.58\|489216;2026-03-05\|10.64\|-0.47\|10.98\|11.10\|10.52\|481227;2026-03-06\|10.51\|-1.22\|10.57\|10.69\|10.36\|316552;2026-03-09\|10.25\|-2.47\|10.30\|10.30\|9.80\|421121;2026-03-10\|10.78\|5.17\|10.40\|10.97\|10.36\|479040;2026-03-11\|10.76\|-0.19\|10.88\|11.13\|10.73\|473520;2026-03-12\|10.58\|-1.67\|10.67\|10.94\|10.45\|353540;2026-03-13\|10.69\|1.04\|10.41\|10.94\|10.40\|432774;2026-03-16\|11.04\|3.27\|10.69\|11.08\|10.55\|579474;2026-03-17\|10.38\|-5.98\|11.00\|11.00\|10.36\|575452;2026-03-18\|10.74\|3.47\|10.40\|10.83\|10.38\|432543;2026-03-19\|10.53\|-1.96\|10.40\|10.80\|10.39\|318544;2026-03-20\|9.91\|-5.89\|10.74\|10.80\|9.91\|424074;2026-03-23\|9.14\|-7.77\|9.69\|9.78\|9.07\|481049;2026-03-24\|9.50\|3.94\|9.35\|9.55\|9.09\|371282;2026-03-25\|9.69\|2.00\|9.51\|9.85\|9.51\|276330;2026-03-26\|9.40\|-2.99\|9.61\|9.72\|9.34\|207967;2026-03-27\|10.34\|10.00\|9.18\|10.34\|9.12\|411228;2026-03-30\|10.20\|-1.35\|10.15\|10.47\|10.03\|434994;2026-03-31\|9.84\|-3.53\|10.28\|10.28\|9.79\|330332;2026-04-01\|10.14\|3.05\|10.09\|10.40\|10.07\|348753;2026-04-02\|9.71\|-4.24\|10.20\|10.20\|9.59\|296897;2026-04-03\|9.70\|-0.10\|9.83\|9.98\|9.67\|253176;2026-04-07\|10.67\|10.00\|9.95\|10.67\|9.90\|338480;2026-04-08\|11.01\|3.19\|10.74\|11.08\|10.71\|1020913;2026-04-09\|11.10\|0.82\|10.81\|11.21\|10.75\|764651;2026-04-10\|10.94\|-1.44\|11.12\|11.20\|10.90\|556707;2026-04-13\|11.69\|6.86\|10.82\|11.97\|10.80\|959727;2026-04-14\|12.86\|10.01\|11.82\|12.86\|11.65\|614684;2026-04-15\|12.88\|0.16\|13.00\|14.14\|12.66\|1586654;2026-04-16\|12.89\|0.08\|12.80\|13.22\|12.51\|982647;2026-04-17\|12.94\|0.39\|12.94\|13.28\|12.86\|862370;2026-04-20\|13.28\|2.63\|13.04\|13.48\|12.88\|1000729;2026-04-21\|13.86\|4.37\|13.10\|14.60\|13.01\|1200628;2026-04-22\|13.88\|0.14\|13.62\|14.21\|13.19\|994649;2026-04-23\|13.87\|-0.07\|13.60\|14.20\|13.58\|781567;2026-04-24\|14.39\|3.75\|13.70\|14.76\|13.65\|979115;2026-04-27\|15.15\|5.28\|14.42\|15.32\|14.15\|979893;2026-04-28\|14.75\|-2.64\|14.91\|15.60\|14.37\|978894;2026-04-29\|14.34\|-2.78\|13.98\|14.96\|13.96\|1070104;2026-04-30\|13.82\|-3.63\|14.53\|14.66\|13.80\|852139;2026-05-06\|13.93\|0.80\|14.00\|14.44\|13.83\|758488;2026-05-07\|15.32\|9.98\|13.94\|15.32\|13.68\|698409;2026-05-08\|15.32\|0.00\|15.50\|15.74\|14.84\|782087;2026-05-11\|15.31\|-0.07\|15.60\|15.68\|15.08\|645160;2026-05-12\|15.10\|-1.37\|15.21\|15.38\|14.72\|562763;2026-05-13\|16.19\|7.22\|14.80\|16.61\|14.61\|1062572;2026-05-14\|16.35\|0.99\|16.33\|17.02\|15.44\|977812;2026-05-15\|15.14\|-7.40\|17.50\|17.53\|14.88\|1149246;2026-05-18\|14.98\|-1.06\|14.85\|15.65\|14.73\|716488;2026-05-19\|15.83\|5.67\|14.73\|16.00\|14.47\|792054;2026-05-20\|15.66\|-1.07\|15.83\|16.10\|15.47\|495712;2026-05-21\|15.12\|-3.45\|15.80\|16.86\|15.02\|833810;2026-05-22\|16.29\|7.74\|15.13\|16.42\|15.13\|838969;2026-05-25\|16.52\|1.41\|16.48\|17.03\|16.21\|694356;2026-05-26\|16.98\|2.78\|16.53\|17.38\|16.03\|958790;2026-05-27\|16.56\|-2.47\|17.00\|17.47\|15.94\|864393;2026-05-28\|17.42\|5.19\|16.16\|17.42\|16.16\|942777;2026-05-29\|16.58\|-4.82\|17.30\|18.56\|16.20\|1161609;2026-06-01\|17.04\|2.77\|16.29\|17.74\|16.20\|982148;2026-06-02\|18.38\|7.86\|16.70\|18.74\|16.67\|1230454;2026-06-03\|17.31\|-5.82\|18.29\|18.56\|17.04\|1223805;2026-06-04\|17.57\|1.50\|16.85\|17.68\|16.12\|928864;2026-06-05\|16.75\|-4.67\|17.25\|17.60\|16.68\|601084;2026-06-08\|15.08\|-9.97\|15.16\|15.84\|15.08\|475272;2026-06-09\|16.59\|10.01\|15.65\|16.59\|15.64\|757124;2026-06-10\|18.25\|10.01\|17.00\|18.25\|17.00\|1995909;2026-06-11\|17.90\|-1.92\|18.35\|18.49\|17.22\|1343148;2026-06-12\|17.43\|-2.57\|17.96\|18.50\|17.31\|1001368;2026-06-15\|19.17\|9.98\|17.76\|19.17\|17.60\|537848;2026-06-16\|21.09\|10.02\|19.89\|21.09\|19.88\|912132;2026-06-17\|23.20\|10.00\|21.50\|23.20\|21.50\|785334;2026-06-18\|23.58\|1.64\|23.64\|24.65\|22.67\|1418359;2026-06-22\|25.94\|10.01\|23.66\|25.94\|23.11\|1504556;2026-06-23\|23.35\|-9.98\|26.00\|26.45\|23.35\|1163300;2026-06-24\|23.49\|0.60\|22.57\|23.97\|22.50\|1123341;2026-06-25\|24.95\|6.22\|23.07\|25.15\|22.78\|1267078;2026-06-26\|26.23\|5.13\|24.18\|27.45\|23.68\|1342862;2026-06-29\|24.32\|-7.28\|27.00\|27.01\|23.61\|1260138;2026-06-30\|24.17\|-0.62\|24.03\|24.52\|23.23\|941661;2026-07-01\|23.78\|-1.61\|23.69\|25.60\|23.41\|887305;2026-07-02\|22.79\|-4.16\|22.61\|24.70\|22.11\|862420;2026-07-03\|22.38\|-1.80\|22.00\|23.50\|21.87\|783724;2026-07-06\|21.47\|-4.07\|22.78\|23.80\|21.15\|707605;2026-07-07\|20.79\|-3.17\|21.89\|22.10\|20.43\|559648;2026-07-08\|19.80\|-4.76\|21.03\|21.20\|19.40\|612341;2026-07-09\|20.06\|1.31\|20.14\|20.36\|18.94\|647280;2026-07-10\|19.00\|-5.28\|20.05\|21.10\|18.99\|654493
113757	全球最大PPE树脂产区停产，PCB材料持续涨价	电子布涨价+PCB+风电纱行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据证券时报2026年6月15日报道，电子布价格已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%，本轮涨价核心驱动力来自AI算力需求；据2024年年报，公司全资子公司临沂天炬节能材料科技有限公司产品包含PCB薄毡。 2、据2026年5月18日投资者关系活动记录表，2026年公司风电纱规划产能约15万吨，已与国内主流叶片制造商、整机厂建立深度合作关系，凭借高模/超高模产品技术及成本优势在风电纱领域处于行业前列。 3、据2026年一季报，公司一季度营收8.45亿元，同比增长39.05%；归母净利润1008.23万元，同比增长15.43%。公司最终控制人为山东省人民政府国有资产监督管理委员会，具备国企背景。	公司玻纤产能位居全国第四，玻纤纱为电子级玻璃纤维布的生产的原材料	2026-03-03\|9.32\|-9.95\|10.20\|10.30\|9.32\|481388;2026-03-04\|9.54\|2.36\|8.99\|9.75\|8.99\|370373;2026-03-05\|9.49\|-0.52\|9.71\|9.80\|9.40\|305505;2026-03-06\|9.33\|-1.69\|9.44\|9.54\|9.21\|212988;2026-03-09\|9.17\|-1.71\|9.10\|9.17\|8.84\|237448;2026-03-10\|9.62\|4.91\|9.38\|9.89\|9.23\|456148;2026-03-11\|9.59\|-0.31\|9.53\|9.91\|9.47\|371024;2026-03-12\|9.68\|0.94\|9.70\|10.11\|9.44\|409325;2026-03-13\|9.55\|-1.34\|9.42\|9.80\|9.42\|286031;2026-03-16\|9.70\|1.57\|9.70\|9.81\|9.36\|259573;2026-03-17\|9.12\|-5.98\|9.72\|9.75\|9.08\|262657;2026-03-18\|9.38\|2.85\|9.06\|9.40\|9.06\|192120;2026-03-19\|8.79\|-6.29\|9.19\|9.26\|8.72\|202204;2026-03-20\|8.64\|-1.71\|8.90\|8.94\|8.63\|174195;2026-03-23\|8.11\|-6.13\|8.45\|8.50\|8.02\|179245;2026-03-24\|8.51\|4.93\|8.28\|8.52\|8.06\|155068;2026-03-25\|8.85\|4.00\|8.63\|9.01\|8.61\|182620;2026-03-26\|8.63\|-2.49\|8.83\|9.01\|8.55\|111031;2026-03-27\|8.75\|1.39\|8.45\|8.82\|8.42\|93896;2026-03-30\|9.14\|4.46\|8.60\|9.25\|8.60\|263859;2026-03-31\|8.79\|-3.83\|9.13\|9.14\|8.77\|187372;2026-04-01\|9.67\|10.01\|9.10\|9.67\|9.10\|169445;2026-04-02\|9.48\|-1.96\|9.47\|9.53\|9.20\|543033;2026-04-03\|9.18\|-3.16\|9.48\|9.49\|8.88\|354463;2026-04-07\|9.25\|0.76\|9.17\|9.42\|8.91\|289534;2026-04-08\|9.60\|3.78\|9.44\|9.61\|9.23\|454422;2026-04-09\|9.20\|-4.17\|9.00\|9.30\|8.71\|411009;2026-04-10\|10.12\|10.00\|9.16\|10.12\|9.12\|490265;2026-04-13\|10.58\|4.55\|9.97\|10.96\|9.87\|945981;2026-04-14\|10.55\|-0.28\|10.18\|10.67\|10.07\|678859;2026-04-15\|10.14\|-3.89\|10.42\|10.47\|10.05\|454142;2026-04-16\|10.49\|3.45\|10.18\|10.49\|9.89\|528124;2026-04-17\|10.32\|-1.62\|10.40\|10.76\|10.30\|488274;2026-04-20\|10.44\|1.16\|10.19\|10.66\|10.18\|416753;2026-04-21\|10.76\|3.07\|10.27\|11.17\|10.27\|549909;2026-04-22\|11.03\|2.51\|10.55\|11.08\|10.45\|540918;2026-04-23\|10.64\|-3.54\|10.92\|11.51\|10.59\|609767;2026-04-24\|10.31\|-3.10\|10.15\|10.68\|10.15\|375923;2026-04-27\|11.34\|9.99\|10.30\|11.34\|10.10\|229713;2026-04-28\|11.03\|-2.73\|11.39\|11.39\|10.76\|517181;2026-04-29\|12.13\|9.97\|11.17\|12.13\|11.17\|413183;2026-04-30\|11.69\|-3.63\|12.08\|12.32\|11.31\|788786;2026-05-06\|12.29\|5.13\|11.92\|12.58\|11.76\|722292;2026-05-07\|13.52\|10.01\|12.28\|13.52\|12.27\|540234;2026-05-08\|14.87\|9.99\|13.38\|14.87\|13.30\|327897;2026-05-11\|16.36\|10.02\|16.04\|16.36\|15.92\|178202;2026-05-12\|16.99\|3.85\|17.50\|17.70\|14.97\|1279590;2026-05-13\|16.01\|-5.77\|16.49\|16.58\|15.30\|854658;2026-05-14\|15.47\|-3.37\|15.96\|16.61\|15.10\|647795;2026-05-15\|14.65\|-5.30\|15.54\|15.96\|14.43\|603085;2026-05-18\|14.50\|-1.02\|14.02\|14.70\|13.87\|431599;2026-05-19\|14.90\|2.76\|14.32\|15.19\|13.67\|632418;2026-05-20\|14.37\|-3.56\|14.50\|14.84\|14.10\|422958;2026-05-21\|14.31\|-0.42\|14.50\|15.46\|14.08\|652430;2026-05-22\|15.74\|9.99\|14.31\|15.74\|14.25\|721626;2026-05-25\|16.29\|3.49\|16.08\|16.72\|15.40\|927537;2026-05-26\|17.92\|10.01\|15.88\|17.92\|15.47\|731384;2026-05-27\|18.55\|3.52\|18.34\|19.71\|16.70\|1001196;2026-05-28\|20.20\|8.89\|17.80\|20.30\|17.68\|880090;2026-05-29\|18.32\|-9.31\|20.00\|20.00\|18.30\|716595;2026-06-01\|16.49\|-9.99\|17.40\|18.40\|16.49\|644709;2026-06-02\|16.85\|2.18\|16.29\|17.28\|15.68\|702615;2026-06-03\|17.19\|2.02\|16.50\|17.50\|16.30\|728071;2026-06-04\|18.43\|7.21\|16.56\|18.90\|16.38\|774133;2026-06-05\|18.39\|-0.22\|17.90\|19.71\|17.54\|758911;2026-06-08\|17.41\|-5.33\|16.72\|18.70\|16.72\|526745;2026-06-09\|19.15\|9.99\|18.44\|19.15\|18.00\|366872;2026-06-10\|21.07\|10.03\|19.60\|21.07\|19.53\|942947;2026-06-11\|22.26\|5.65\|21.49\|22.56\|20.66\|1096211;2026-06-12\|20.59\|-7.50\|21.60\|22.95\|20.54\|886663;2026-06-15\|21.80\|5.88\|20.89\|21.86\|20.80\|813005;2026-06-16\|23.98\|10.00\|21.50\|23.98\|21.14\|549822;2026-06-17\|26.00\|8.42\|24.60\|26.38\|24.48\|1019173;2026-06-18\|23.40\|-10.00\|23.40\|23.98\|23.40\|262396;2026-06-22\|22.82\|-2.48\|21.06\|23.35\|21.06\|1034794;2026-06-23\|21.00\|-7.98\|21.50\|22.53\|20.54\|747719;2026-06-24\|22.42\|6.76\|20.54\|22.77\|20.53\|884796;2026-06-25\|23.71\|5.75\|21.60\|24.26\|21.60\|848315;2026-06-26\|24.94\|5.19\|23.00\|25.95\|22.46\|888571;2026-06-29\|22.45\|-9.98\|24.41\|24.49\|22.45\|162022;2026-06-30\|21.09\|-6.06\|20.21\|22.30\|20.21\|811742;2026-07-01\|21.86\|3.65\|20.60\|22.00\|19.44\|712152;2026-07-02\|19.67\|-10.02\|20.61\|20.61\|19.67\|521508;2026-07-03\|18.32\|-6.86\|18.49\|20.00\|17.82\|635923;2026-07-06\|17.21\|-6.06\|18.36\|18.85\|17.00\|614856;2026-07-07\|16.96\|-1.45\|17.08\|17.88\|16.75\|393397;2026-07-08\|16.01\|-5.60\|16.99\|17.45\|16.00\|364352;2026-07-09\|17.52\|9.43\|16.33\|17.61\|16.22\|678445;2026-07-10\|16.75\|-4.39\|17.95\|18.27\|16.72\|588235
113756	全球最大PPE树脂产区停产，PCB材料持续涨价	风电胶粘剂+半导体材料+唐山国资公司原因： 1、据2025年7月8日投资者关系活动记录表，公司风电叶片环氧结构胶国内市场占有率第一，风电环氧灌注树脂国内份额领先，2025年前三季度风电叶片系列产品需求旺盛，带动胶粘剂板块销量增长。 2、据2026年2月10日公告，公司全资子公司康达新材料集团大连有限公司拟投资建设“3万吨/年聚亚芳基醚(PAE)项目”，项目计划总投资6.46亿元。项目建成投产后，可生产3万吨/年聚亚芳基醚(PAE)，副产邻甲酚8050吨/年，中间产品2,6二甲酚(DMP)3.1万吨/年。 3、据2025年半年报及2025年10月14日互动易，公司重点布局以电子信息材料为核心的第二增长曲线，涵盖ITO靶材、氧化铝靶材、CMP抛光液、LTCC等无机半导体材料，并拟收购成都中科华微电子股权及北一半导体股权，拓展MCU、功率器件等半导体产品线。 4、据2024年年度报告及互动易，公司控股股东为唐山工业控股集团有限公司，最终控制人为唐山市国资委，具备国有控股背景。	子公司康达新材料投资建设3万吨/年聚亚芳基醚（PAE）项目，项目建成投产后，可生产3万吨/年聚亚芳基醚（PAE），副产邻甲酚8050吨/年，中间产品2,6二甲酚（DMP）3.1万吨/年；其中副产物邻甲酚可作为公司子公司大连齐化电子级环氧树脂原材料	2026-03-03\|13.75\|-7.16\|14.81\|14.86\|13.66\|174008;2026-03-04\|13.70\|-0.36\|13.46\|13.91\|13.44\|95274;2026-03-05\|13.88\|1.31\|13.96\|14.09\|13.77\|82530;2026-03-06\|14.00\|0.86\|13.83\|14.10\|13.76\|74871;2026-03-09\|13.74\|-1.86\|13.80\|13.86\|13.45\|96812;2026-03-10\|14.05\|2.26\|13.82\|14.06\|13.82\|63398;2026-03-11\|13.98\|-0.50\|14.05\|14.18\|13.91\|58939;2026-03-12\|13.95\|-0.21\|14.03\|14.20\|13.88\|82824;2026-03-13\|15.35\|10.04\|13.84\|15.35\|13.81\|328678;2026-03-16\|14.68\|-4.36\|15.00\|15.20\|14.26\|446933;2026-03-17\|13.99\|-4.70\|14.61\|14.89\|13.99\|248959;2026-03-18\|13.99\|0.00\|14.10\|14.18\|13.84\|156473;2026-03-19\|13.20\|-5.65\|13.80\|13.85\|13.11\|205783;2026-03-20\|12.76\|-3.33\|13.29\|13.41\|12.76\|143201;2026-03-23\|11.73\|-8.07\|12.47\|12.56\|11.65\|171208;2026-03-24\|12.24\|4.35\|12.16\|12.25\|11.84\|130318;2026-03-25\|12.45\|1.72\|12.25\|12.52\|12.24\|90013;2026-03-26\|12.32\|-1.04\|12.44\|12.61\|12.22\|81666;2026-03-27\|12.58\|2.11\|12.18\|12.71\|12.11\|78050;2026-03-30\|12.68\|0.79\|12.49\|12.72\|12.36\|72583;2026-03-31\|12.42\|-2.05\|12.66\|12.79\|12.41\|64434;2026-04-01\|12.65\|1.85\|12.70\|12.76\|12.57\|61318;2026-04-02\|12.46\|-1.50\|12.61\|12.77\|12.34\|63614;2026-04-03\|12.21\|-2.01\|12.47\|12.51\|12.18\|52638;2026-04-07\|12.59\|3.11\|12.21\|12.61\|12.20\|73925;2026-04-08\|13.00\|3.26\|12.79\|13.00\|12.63\|83830;2026-04-09\|13.01\|0.08\|12.85\|13.10\|12.81\|54410;2026-04-10\|13.15\|1.08\|13.09\|13.29\|13.06\|53237;2026-04-13\|13.21\|0.46\|13.08\|13.25\|13.03\|54416;2026-04-14\|13.37\|1.21\|13.30\|13.40\|13.19\|60488;2026-04-15\|13.29\|-0.60\|13.40\|13.53\|13.27\|55365;2026-04-16\|13.38\|0.68\|13.28\|13.44\|13.22\|47213;2026-04-17\|14.04\|4.93\|13.37\|14.15\|13.32\|169900;2026-04-20\|13.91\|-0.93\|13.91\|14.18\|13.78\|121895;2026-04-21\|14.18\|1.94\|13.90\|14.30\|13.71\|172896;2026-04-22\|14.20\|0.14\|14.13\|14.32\|14.05\|132527;2026-04-23\|13.83\|-2.61\|14.15\|14.20\|13.74\|127493;2026-04-24\|13.97\|1.01\|13.73\|14.20\|13.67\|113429;2026-04-27\|14.35\|2.72\|13.88\|14.43\|13.86\|170697;2026-04-28\|13.95\|-2.79\|13.75\|13.99\|13.42\|167534;2026-04-29\|13.55\|-2.87\|13.77\|13.79\|13.52\|133994;2026-04-30\|13.47\|-0.59\|13.43\|13.74\|13.32\|87415;2026-05-06\|13.54\|0.52\|13.62\|13.62\|13.45\|101140;2026-05-07\|13.64\|0.74\|13.55\|13.74\|13.46\|86450;2026-05-08\|14.35\|5.21\|13.53\|14.56\|13.51\|248139;2026-05-11\|14.40\|0.35\|14.35\|14.59\|14.20\|197646;2026-05-12\|14.19\|-1.46\|14.42\|14.48\|14.04\|115436;2026-05-13\|14.38\|1.34\|14.12\|14.61\|13.95\|135009;2026-05-14\|14.00\|-2.64\|14.39\|14.45\|13.96\|124967;2026-05-15\|14.08\|0.57\|14.56\|15.40\|13.98\|357620;2026-05-18\|13.78\|-2.13\|14.33\|14.50\|13.68\|221020;2026-05-19\|13.82\|0.29\|13.85\|14.14\|13.38\|197207;2026-05-20\|13.88\|0.43\|13.71\|14.34\|13.71\|172895;2026-05-21\|14.00\|0.86\|13.94\|14.98\|13.94\|301936;2026-05-22\|14.69\|4.93\|14.15\|14.82\|13.61\|307597;2026-05-25\|14.90\|1.43\|15.24\|15.40\|14.70\|363769;2026-05-26\|15.01\|0.74\|14.70\|15.08\|14.53\|283994;2026-05-27\|15.97\|6.40\|15.00\|16.51\|14.84\|676191;2026-05-28\|17.57\|10.02\|15.87\|17.57\|15.60\|502968;2026-05-29\|15.72\|-10.02\|18.69\|18.97\|15.72\|885544;2026-06-01\|15.91\|1.21\|14.71\|16.49\|14.71\|629988;2026-06-02\|16.30\|2.45\|15.85\|16.42\|15.44\|531291;2026-06-03\|16.04\|-1.60\|16.20\|16.84\|15.75\|446560;2026-06-04\|16.55\|3.18\|15.66\|16.69\|15.52\|500881;2026-06-05\|16.62\|0.42\|16.57\|17.05\|16.33\|587400;2026-06-08\|15.81\|-4.87\|15.42\|16.64\|15.40\|379372;2026-06-09\|17.39\|9.99\|17.39\|17.39\|17.39\|194230;2026-06-10\|19.13\|10.01\|18.09\|19.13\|17.85\|775529;2026-06-11\|17.22\|-9.98\|17.82\|18.22\|17.22\|461721;2026-06-12\|15.50\|-9.99\|16.60\|16.88\|15.50\|650068;2026-06-15\|16.28\|5.03\|15.20\|16.58\|15.18\|560517;2026-06-16\|17.11\|5.10\|16.33\|17.34\|16.20\|484435;2026-06-17\|17.38\|1.58\|16.70\|17.54\|16.66\|477500;2026-06-18\|17.73\|2.01\|17.39\|17.85\|16.94\|495716;2026-06-22\|18.80\|6.04\|18.27\|18.98\|18.10\|556523;2026-06-23\|17.85\|-5.05\|18.41\|18.85\|17.71\|445881;2026-06-24\|17.60\|-1.40\|17.51\|17.90\|17.25\|304825;2026-06-25\|17.16\|-2.50\|17.77\|17.93\|16.93\|365303;2026-06-26\|16.57\|-3.44\|17.34\|17.39\|16.40\|294283;2026-06-29\|17.34\|4.65\|16.67\|18.20\|16.10\|470198;2026-06-30\|17.09\|-1.44\|16.81\|17.23\|16.35\|346923;2026-07-01\|17.84\|4.39\|17.11\|17.85\|16.81\|464852;2026-07-02\|18.40\|3.14\|17.25\|18.83\|16.47\|539125;2026-07-03\|17.29\|-6.03\|18.07\|18.27\|17.03\|394714;2026-07-06\|15.66\|-9.43\|17.28\|17.41\|15.56\|359645;2026-07-07\|15.07\|-3.77\|15.41\|16.14\|14.90\|239246;2026-07-08\|14.13\|-6.24\|14.85\|14.98\|14.01\|269594;2026-07-09\|13.95\|-1.27\|14.10\|14.27\|13.20\|249648;2026-07-10\|13.54\|-2.94\|13.99\|14.34\|13.51\|234745
113755	全球最大PPE树脂产区停产，PCB材料持续涨价	PPO树脂+先进封装+可转债申购行业原因： 1、据财闻6月25日报道，台积电已向客户通知调涨晶圆代工价格，范围从3nm扩及7nm及以下所有先进制程，整体涨幅约5%至10%。 2、据财闻6月23日报道，花旗大幅上调长电科技、通富微电、华天科技三大封测厂商目标价，认为封测行业已转变为先进封装关键赋能者，在AI驱动下进入超级景气周期，行业估值逻辑正被重塑。公司原因： 1、据2026年6月25日公告，公司向不特定对象发行25亿元可转换公司债券于今日进行原股东优先配售及网上申购，募集资金拟用于年产1万吨硅碳负极材料等绿色新能源电池材料产业化项目及补充流动资金。 2、据2026年5月14日互动易，PPO/OPE树脂仍将作为M9等高阶高速覆铜板主要材料，整体需求有望持续提升，公司是国内相关领域的重要供应商之一；据2026年5月19日机构调研，公司可提供M6/M7/M8/M9全系列高频高速树脂产品，供应国内外一线覆铜板厂商。 3、据2026年6月1日互动易，公司先进电子材料产品广泛应用于先进封装等领域，已配合产业链完成多款HBM和HBF材料的国产化开发，如萘酚型环氧树脂及特殊的固化剂等。	国内领先的PCB基板用电子树脂供应商	2026-03-03\|34.37\|-3.97\|36.40\|36.48\|34.30\|342823;2026-03-04\|34.59\|0.64\|34.08\|35.75\|34.06\|260084;2026-03-05\|34.69\|0.29\|35.60\|35.80\|34.39\|215527;2026-03-06\|33.90\|-2.28\|34.50\|35.00\|33.46\|211881;2026-03-09\|32.80\|-3.24\|33.02\|33.27\|31.73\|302098;2026-03-10\|33.60\|2.44\|33.19\|33.97\|33.15\|153542;2026-03-11\|33.43\|-0.51\|33.58\|34.58\|33.31\|192682;2026-03-12\|33.70\|0.81\|33.21\|34.09\|32.57\|220593;2026-03-13\|33.92\|0.65\|33.40\|34.54\|33.22\|246458;2026-03-16\|33.75\|-0.50\|33.92\|33.92\|32.23\|258528;2026-03-17\|31.38\|-7.02\|33.42\|34.06\|31.00\|266158;2026-03-18\|32.50\|3.57\|31.54\|32.66\|31.35\|188048;2026-03-19\|31.27\|-3.78\|32.01\|32.40\|31.21\|152018;2026-03-20\|30.80\|-1.50\|31.48\|31.84\|30.77\|156212;2026-03-23\|29.45\|-4.38\|30.01\|30.72\|29.20\|234699;2026-03-24\|29.88\|1.46\|29.98\|29.99\|28.92\|135228;2026-03-25\|30.67\|2.64\|30.10\|31.03\|30.03\|126536;2026-03-26\|29.88\|-2.58\|30.57\|30.61\|29.72\|94743;2026-03-27\|29.92\|0.13\|29.45\|30.40\|29.32\|93986;2026-03-30\|29.60\|-1.07\|29.00\|29.78\|28.99\|100325;2026-03-31\|28.83\|-2.60\|29.66\|29.69\|28.83\|119365;2026-04-01\|30.28\|5.03\|29.40\|30.85\|29.20\|181094;2026-04-02\|29.48\|-2.64\|30.03\|30.46\|29.31\|125489;2026-04-03\|32.43\|10.01\|29.79\|32.43\|29.66\|342569;2026-04-07\|35.67\|9.99\|34.60\|35.67\|34.38\|398602;2026-04-08\|35.77\|0.28\|36.00\|36.00\|34.02\|702493;2026-04-09\|36.47\|1.96\|35.69\|37.52\|35.34\|600394;2026-04-10\|36.51\|0.11\|36.75\|37.28\|36.28\|415623;2026-04-13\|37.51\|2.74\|36.20\|37.99\|36.20\|407061;2026-04-14\|37.15\|-0.96\|37.45\|38.48\|36.90\|451573;2026-04-15\|36.55\|-1.62\|37.10\|38.22\|36.40\|350953;2026-04-16\|36.66\|0.30\|36.89\|37.36\|35.90\|285908;2026-04-17\|38.62\|5.35\|36.33\|39.03\|36.33\|477244;2026-04-20\|36.78\|-4.76\|38.27\|38.55\|36.51\|443663;2026-04-21\|36.68\|-0.27\|36.60\|36.90\|35.71\|336593;2026-04-22\|37.75\|2.92\|36.60\|38.30\|36.48\|372719;2026-04-23\|38.52\|2.04\|38.19\|39.27\|36.98\|543748;2026-04-24\|38.05\|-1.22\|38.15\|39.33\|37.77\|343463;2026-04-27\|39.70\|4.34\|37.00\|40.80\|36.03\|819026;2026-04-28\|37.85\|-4.66\|40.13\|40.60\|37.65\|494723;2026-04-29\|40.81\|7.82\|37.75\|41.40\|37.24\|676466;2026-04-30\|39.08\|-4.24\|40.59\|40.79\|38.86\|471419;2026-05-06\|40.79\|4.38\|39.70\|41.20\|39.32\|548395;2026-05-07\|40.80\|0.02\|40.15\|41.75\|39.10\|530024;2026-05-08\|39.66\|-2.79\|40.07\|40.82\|39.45\|368718;2026-05-11\|37.85\|-4.56\|39.95\|39.98\|37.30\|544736;2026-05-12\|38.42\|1.51\|38.20\|38.65\|36.89\|398098;2026-05-13\|42.26\|9.99\|37.91\|42.26\|37.70\|533547;2026-05-14\|42.05\|-0.50\|43.50\|44.00\|41.54\|631367;2026-05-15\|42.08\|0.07\|43.25\|44.19\|41.65\|511148;2026-05-18\|44.08\|4.75\|41.50\|44.96\|41.37\|555548;2026-05-19\|46.01\|4.38\|44.08\|46.66\|42.38\|591955;2026-05-20\|47.87\|4.04\|45.17\|48.50\|44.80\|533610;2026-05-21\|43.96\|-8.17\|47.99\|47.99\|43.96\|533384;2026-05-22\|45.72\|4.00\|44.70\|47.50\|43.66\|529379;2026-05-25\|45.85\|0.28\|46.99\|47.22\|43.98\|543910;2026-05-26\|45.00\|-1.85\|45.21\|45.62\|42.90\|542649;2026-05-27\|45.07\|0.16\|46.71\|48.00\|44.68\|539367;2026-05-28\|48.66\|7.97\|44.02\|49.34\|43.51\|639193;2026-05-29\|46.39\|-4.67\|48.78\|49.78\|46.08\|533684;2026-06-01\|49.20\|6.06\|47.00\|51.03\|47.00\|805097;2026-06-02\|54.12\|10.00\|48.22\|54.12\|48.21\|710110;2026-06-03\|54.65\|0.98\|53.33\|56.95\|53.20\|849735;2026-06-04\|54.40\|-0.46\|53.54\|55.82\|52.43\|625262;2026-06-05\|52.70\|-3.12\|53.45\|54.20\|50.05\|518331;2026-06-08\|49.67\|-5.75\|50.00\|53.39\|49.15\|498489;2026-06-09\|54.64\|10.01\|54.64\|54.64\|54.64\|75395;2026-06-10\|60.10\|9.99\|60.10\|60.10\|60.10\|178618;2026-06-11\|61.00\|1.50\|62.00\|65.08\|57.01\|1323175;2026-06-12\|58.32\|-3.36\|59.00\|63.48\|57.05\|1077546;2026-06-15\|64.15\|10.00\|57.99\|64.15\|57.94\|635444;2026-06-16\|67.06\|4.54\|65.90\|67.98\|64.31\|961111;2026-06-17\|66.40\|-0.98\|65.12\|69.47\|65.01\|884789;2026-06-18\|69.82\|5.15\|64.66\|71.80\|64.01\|791316;2026-06-22\|73.52\|5.30\|71.02\|74.50\|67.66\|854430;2026-06-23\|66.17\|-10.00\|73.65\|73.68\|66.17\|831951;2026-06-24\|66.33\|0.24\|64.50\|68.79\|61.95\|684560;2026-06-25\|72.96\|10.00\|65.19\|72.96\|63.30\|780913;2026-06-26\|66.71\|-8.57\|71.46\|71.46\|65.99\|697519;2026-06-29\|62.69\|-6.03\|66.74\|68.05\|60.50\|631402;2026-06-30\|63.57\|1.40\|61.97\|65.07\|61.77\|527206;2026-07-01\|62.73\|-1.32\|63.90\|64.50\|61.36\|471926;2026-07-02\|57.35\|-8.58\|58.10\|60.86\|57.21\|527158;2026-07-03\|55.70\|-2.88\|57.00\|58.85\|55.06\|481041;2026-07-06\|57.70\|3.59\|57.04\|59.00\|54.00\|537467;2026-07-07\|57.70\|0.00\|57.00\|60.26\|56.73\|468575;2026-07-08\|53.96\|-6.48\|58.46\|58.88\|53.80\|450550;2026-07-09\|55.31\|2.50\|54.82\|55.69\|52.39\|480281;2026-07-10\|52.38\|-5.30\|55.50\|57.16\|52.38\|445717
113754	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板上游（PPE树脂）+光纤概念+拟收购南通星辰 1、据2026年6月11日公告，公司拟向蓝星集团发行股份购买南通星辰100%股权，南通星辰自主掌握聚苯醚PPE核心技术，产能居国内首位。 2、据2026年6月9日互动易，公司高模型对位芳纶凭借高模量性能优势，已实现光纤光缆领域全球TOP5客户稳定供货，目前总产能8000吨/年。 3、据2026年6月11日重组报告书草案，南通星辰特种PPE树脂是高频覆铜板核心基材，2025年产能达780吨，并拟新建1500吨/年项目，应用于AI服务器等市场。 4、据2026年6月11日公告，本次交易完成后，公司控股股东仍为中化股份，实际控制人仍为国务院国资委。	1、公司拟收购南通星辰100%股权，标的核心业务为环氧树脂和工程塑料，主营产品包括双酚A、环氧树脂、聚苯醚（PPE）、聚对苯二甲酸丁二酯（PBT）及系列改性工程塑料； 2、目前公司对位芳纶总产能8000吨/年，已实现光纤光缆领域全球TOP5客户稳定供货	2026-03-03\|4.56\|-4.60\|4.77\|4.78\|4.53\|693106;2026-03-04\|4.51\|-1.10\|4.50\|4.63\|4.47\|529691;2026-03-05\|4.54\|0.67\|4.54\|4.60\|4.45\|372067;2026-03-06\|4.79\|5.51\|4.52\|4.83\|4.49\|822037;2026-03-09\|4.73\|-1.25\|4.89\|4.93\|4.68\|776471;2026-03-10\|4.58\|-3.17\|4.66\|4.73\|4.56\|766356;2026-03-11\|4.79\|4.59\|4.57\|4.82\|4.52\|958026;2026-03-12\|4.93\|2.92\|4.86\|5.03\|4.77\|1158693;2026-03-13\|4.92\|-0.20\|4.93\|5.02\|4.88\|797643;2026-03-16\|4.76\|-3.25\|4.89\|5.03\|4.71\|826024;2026-03-17\|4.64\|-2.52\|4.73\|4.86\|4.64\|554142;2026-03-18\|4.56\|-1.72\|4.65\|4.67\|4.49\|559541;2026-03-19\|4.43\|-2.85\|4.55\|4.58\|4.40\|558279;2026-03-20\|4.29\|-3.16\|4.41\|4.45\|4.29\|454785;2026-03-23\|4.28\|-0.23\|4.23\|4.45\|4.13\|642160;2026-03-24\|4.29\|0.23\|4.33\|4.34\|4.13\|421959;2026-03-25\|4.41\|2.80\|4.26\|4.42\|4.24\|391734;2026-03-26\|4.33\|-1.81\|4.39\|4.55\|4.31\|427987;2026-03-27\|4.47\|3.23\|4.30\|4.51\|4.27\|488103;2026-03-30\|4.46\|-0.22\|4.45\|4.50\|4.36\|367890;2026-03-31\|4.34\|-2.69\|4.45\|4.47\|4.32\|340178;2026-04-01\|4.41\|1.61\|4.38\|4.45\|4.36\|274816;2026-04-02\|4.35\|-1.36\|4.40\|4.43\|4.32\|262441;2026-04-03\|4.17\|-4.14\|4.34\|4.37\|4.14\|335363;2026-04-07\|4.42\|6.00\|4.16\|4.43\|4.14\|477478;2026-04-08\|4.41\|-0.23\|4.40\|4.42\|4.34\|416585;2026-04-09\|4.39\|-0.45\|4.39\|4.44\|4.37\|282853;2026-04-10\|4.45\|1.37\|4.40\|4.52\|4.38\|279501;2026-04-13\|4.40\|-1.12\|4.41\|4.43\|4.27\|349974;2026-04-14\|4.39\|-0.23\|4.38\|4.41\|4.32\|238176;2026-04-15\|4.30\|-2.05\|4.38\|4.40\|4.25\|319100;2026-04-16\|4.31\|0.23\|4.29\|4.33\|4.25\|227337;2026-04-17\|4.28\|-0.70\|4.31\|4.37\|4.27\|273004;2026-04-20\|4.24\|-0.93\|4.29\|4.29\|4.18\|408294;2026-04-21\|4.19\|-1.18\|4.22\|4.23\|4.16\|235293;2026-04-22\|4.19\|0.00\|4.18\|4.22\|4.16\|263922;2026-04-23\|4.26\|1.67\|4.19\|4.31\|4.18\|347814;2026-04-24\|4.30\|0.94\|4.25\|4.32\|4.20\|306587;2026-04-27\|4.22\|-1.86\|4.28\|4.28\|4.20\|225583;2026-04-28\|4.45\|5.45\|4.21\|4.50\|4.21\|650086;2026-04-29\|4.43\|-0.45\|4.38\|4.45\|4.33\|373365;2026-04-30\|4.60\|3.84\|4.45\|4.72\|4.38\|729632;2026-05-06\|4.78\|3.91\|4.65\|4.88\|4.59\|748178;2026-05-07\|4.82\|0.84\|4.85\|4.90\|4.70\|620355;2026-05-08\|4.96\|2.90\|4.80\|5.05\|4.77\|826104;2026-05-11\|5.17\|4.23\|5.05\|5.32\|5.05\|891735;2026-05-12\|5.18\|0.19\|5.16\|5.27\|5.12\|556589;2026-05-13\|5.70\|10.04\|5.18\|5.70\|5.14\|1863721;2026-05-14\|5.88\|3.16\|5.86\|6.10\|5.77\|2262204;2026-05-15\|5.66\|-3.74\|5.86\|6.10\|5.66\|1611575;2026-05-18\|6.23\|10.07\|5.64\|6.23\|5.49\|1979444;2026-05-19\|6.13\|-1.61\|6.30\|6.45\|5.95\|2087233;2026-05-20\|6.15\|0.33\|6.13\|6.46\|6.03\|1405456;2026-05-21\|5.93\|-3.58\|6.15\|6.22\|5.85\|1381227;2026-05-22\|6.31\|6.41\|5.95\|6.49\|5.88\|1549836;2026-05-25\|5.71\|-9.51\|6.25\|6.28\|5.68\|1249842;2026-05-26\|5.78\|1.23\|5.71\|5.91\|5.59\|918882;2026-05-27\|5.40\|-6.57\|5.84\|6.17\|5.30\|1195841;2026-05-28\|5.48\|1.48\|5.32\|5.57\|5.27\|768885;2026-05-29\|5.38\|-1.82\|5.50\|5.73\|5.32\|773827;2026-06-01\|5.70\|5.95\|5.36\|5.90\|5.30\|1038258;2026-06-02\|6.27\|10.00\|5.68\|6.27\|5.48\|1725946;2026-06-03\|5.97\|-4.78\|6.37\|6.37\|5.81\|1687731;2026-06-04\|5.70\|-4.52\|5.87\|5.94\|5.65\|790849;2026-06-05\|5.70\|0.00\|5.70\|5.98\|5.51\|1035945;2026-06-08\|5.41\|-5.09\|5.48\|5.54\|5.27\|886789;2026-06-09\|5.95\|9.98\|5.85\|5.95\|5.85\|406417;2026-06-10\|6.55\|10.08\|6.55\|6.55\|6.55\|314388;2026-06-11\|7.21\|10.08\|7.21\|7.21\|7.21\|388870;2026-06-12\|7.93\|9.99\|7.90\|7.93\|7.48\|5777932;2026-06-15\|8.24\|3.91\|7.85\|8.49\|7.25\|5391538;2026-06-16\|9.06\|9.95\|9.00\|9.06\|9.00\|1031098;2026-06-17\|9.20\|1.55\|9.46\|9.85\|8.74\|5885758;2026-06-18\|8.83\|-4.02\|8.87\|9.13\|8.34\|4085814;2026-06-22\|8.76\|-0.79\|8.80\|8.96\|8.20\|3616506;2026-06-23\|8.04\|-8.22\|8.69\|8.98\|7.89\|3157740;2026-06-24\|7.85\|-2.36\|7.85\|8.09\|7.64\|2245542;2026-06-25\|8.64\|10.06\|7.81\|8.64\|7.70\|2744230;2026-06-26\|8.92\|3.24\|8.72\|9.50\|8.65\|4025320;2026-06-29\|8.03\|-9.98\|8.82\|8.99\|8.03\|2253227;2026-06-30\|7.83\|-2.49\|8.00\|8.10\|7.60\|2476860;2026-07-01\|7.96\|1.66\|7.68\|8.60\|7.68\|2442250;2026-07-02\|7.51\|-5.65\|7.50\|8.18\|7.16\|2095638;2026-07-03\|7.36\|-2.00\|7.45\|7.68\|7.26\|1371127;2026-07-06\|6.98\|-5.16\|7.39\|7.47\|6.90\|1256986;2026-07-07\|6.73\|-3.58\|6.91\|7.21\|6.69\|953931;2026-07-08\|6.39\|-5.05\|6.77\|6.84\|6.38\|1104772;2026-07-09\|6.60\|3.29\|6.44\|6.61\|6.06\|1255383;2026-07-10\|6.45\|-2.27\|6.58\|6.96\|6.44\|1207943
113753	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板+定增扩产+全产业链行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月13日投资者关系活动记录表，公司目前覆铜板和电子玻纤布均处于满产满销状态，订单情况良好，行业整体趋势向好；据2026年6月11日公告，公司澄清未与英伟达、华为有过接触，未发现在AI服务器及算力领域的应用，高频高速覆铜板尚在研发及客户送样阶段，尚未形成收入。 2、据2026年4月1日募集说明书及2026年5月13日调研记录，公司拟向特定对象发行股票，用于年产4000万平方米高等级覆铜板项目，重点布局高频高速等高等级覆铜板产品；宁国新增1600万张产能预计2026年下半年投产。 3、据2025年年度报告，公司深耕覆铜板行业，行业排名稳居国内主流阵营，具有产业链优势，业务覆盖电子级玻纤布生产及覆铜板销售，已实现“玻纤布-覆铜板”产业链覆盖。	国内覆铜板龙头，同时生产电子级玻纤布	2026-03-03\|26.96\|-1.14\|29.00\|29.45\|26.81\|516020;2026-03-04\|27.09\|0.48\|25.85\|28.12\|25.85\|342961;2026-03-05\|26.55\|-1.99\|27.66\|28.00\|26.23\|346848;2026-03-06\|26.00\|-2.07\|26.60\|27.10\|25.70\|232642;2026-03-09\|25.34\|-2.54\|25.27\|25.50\|23.81\|281232;2026-03-10\|27.87\|9.98\|26.13\|27.87\|26.00\|161749;2026-03-11\|28.60\|2.62\|28.91\|30.30\|28.40\|619111;2026-03-12\|27.89\|-2.48\|28.73\|30.20\|27.64\|426973;2026-03-13\|29.05\|4.16\|27.59\|29.98\|27.59\|466597;2026-03-16\|31.96\|10.02\|29.20\|31.96\|28.16\|497895;2026-03-17\|32.42\|1.44\|32.86\|32.98\|30.11\|658221;2026-03-18\|34.80\|7.34\|31.82\|35.00\|31.50\|762698;2026-03-19\|33.60\|-3.45\|33.00\|34.34\|32.32\|513078;2026-03-20\|31.30\|-6.85\|34.00\|34.48\|31.20\|531035;2026-03-23\|28.17\|-10.00\|30.04\|30.70\|28.17\|491311;2026-03-24\|30.99\|10.01\|28.51\|30.99\|27.88\|507037;2026-03-25\|31.40\|1.32\|31.26\|32.99\|30.71\|482764;2026-03-26\|31.87\|1.50\|31.25\|32.45\|31.04\|347119;2026-03-27\|31.26\|-1.91\|30.61\|31.80\|30.20\|277682;2026-03-30\|32.21\|3.04\|30.36\|33.15\|30.36\|380774;2026-03-31\|30.15\|-6.40\|32.00\|32.55\|29.93\|402877;2026-04-01\|31.43\|4.25\|31.61\|33.17\|30.80\|541238;2026-04-02\|29.03\|-7.64\|30.00\|30.85\|29.00\|466050;2026-04-03\|29.25\|0.76\|29.16\|29.59\|27.88\|376982;2026-04-07\|31.81\|8.75\|30.04\|32.18\|29.58\|534592;2026-04-08\|33.81\|6.29\|32.39\|34.20\|31.99\|505830;2026-04-09\|37.19\|10.00\|33.85\|37.19\|33.72\|629186;2026-04-10\|35.93\|-3.39\|38.11\|38.88\|35.47\|777248;2026-04-13\|36.60\|1.86\|36.01\|37.58\|36.01\|462531;2026-04-14\|38.79\|5.98\|37.00\|39.48\|36.23\|600158;2026-04-15\|37.47\|-3.40\|38.36\|39.79\|37.26\|490655;2026-04-16\|38.74\|3.39\|37.06\|39.20\|36.43\|404814;2026-04-17\|38.90\|0.41\|38.72\|39.92\|38.15\|439215;2026-04-20\|39.57\|1.72\|39.45\|39.98\|38.69\|379841;2026-04-21\|41.88\|5.84\|38.80\|42.00\|38.38\|483487;2026-04-22\|46.07\|10.00\|41.65\|46.07\|41.00\|439101;2026-04-23\|43.25\|-6.12\|46.93\|47.37\|42.01\|605856;2026-04-24\|41.33\|-4.44\|42.51\|43.18\|40.67\|405809;2026-04-27\|44.10\|6.70\|42.38\|45.18\|41.66\|424812;2026-04-28\|46.28\|4.94\|45.00\|48.51\|44.34\|805141;2026-04-29\|45.34\|-2.03\|45.35\|48.26\|45.00\|679055;2026-04-30\|44.90\|-0.97\|45.82\|47.40\|44.01\|462613;2026-05-06\|46.56\|3.70\|45.58\|47.75\|43.50\|628663;2026-05-07\|49.51\|6.34\|46.99\|50.22\|45.82\|521546;2026-05-08\|47.93\|-3.19\|49.02\|49.82\|47.28\|458775;2026-05-11\|48.50\|1.19\|47.99\|49.35\|46.67\|418904;2026-05-12\|46.53\|-4.06\|47.50\|48.00\|45.29\|377127;2026-05-13\|46.61\|0.17\|45.01\|48.00\|44.79\|364608;2026-05-14\|45.29\|-2.83\|46.70\|47.59\|45.00\|320591;2026-05-15\|42.90\|-5.28\|45.00\|45.68\|42.01\|341615;2026-05-18\|43.77\|2.03\|42.69\|43.91\|42.08\|249734;2026-05-19\|44.08\|0.71\|43.02\|44.50\|41.80\|276265;2026-05-20\|44.75\|1.52\|43.87\|44.80\|42.81\|289499;2026-05-21\|42.68\|-4.63\|45.31\|46.45\|42.59\|399095;2026-05-22\|46.27\|8.41\|43.00\|46.90\|43.00\|492933;2026-05-25\|45.61\|-1.43\|45.90\|47.57\|45.38\|433128;2026-05-26\|47.55\|4.25\|44.69\|47.55\|42.89\|540448;2026-05-27\|48.76\|2.54\|47.08\|50.68\|46.08\|574761;2026-05-28\|53.50\|9.99\|47.40\|53.50\|47.34\|673366;2026-05-29\|53.51\|0.02\|55.00\|56.80\|53.02\|706168;2026-06-01\|49.87\|-6.80\|53.00\|53.51\|48.17\|573757;2026-06-02\|50.63\|1.52\|49.59\|51.31\|46.80\|512995;2026-06-03\|51.73\|2.17\|50.48\|53.28\|50.00\|560085;2026-06-04\|54.00\|4.39\|50.00\|54.37\|49.38\|546875;2026-06-05\|58.16\|7.70\|53.99\|59.40\|52.80\|887279;2026-06-08\|63.98\|10.01\|58.07\|63.98\|57.09\|401265;2026-06-09\|70.38\|10.00\|70.38\|70.38\|68.40\|143509;2026-06-10\|77.42\|10.00\|76.00\|77.42\|74.46\|384210;2026-06-11\|84.80\|9.53\|77.44\|85.16\|77.44\|917360;2026-06-12\|89.88\|5.99\|89.99\|93.28\|86.92\|843772;2026-06-15\|97.34\|8.30\|90.92\|98.00\|90.16\|618705;2026-06-16\|101.49\|4.26\|94.91\|102.90\|94.50\|601335;2026-06-17\|95.71\|-5.70\|100.00\|102.78\|92.05\|515914;2026-06-18\|104.41\|9.09\|94.54\|105.28\|93.31\|406998;2026-06-22\|114.22\|9.40\|108.73\|114.85\|105.00\|295433;2026-06-23\|108.64\|-4.89\|111.21\|111.83\|102.80\|314399;2026-06-24\|115.81\|6.60\|108.65\|118.31\|106.95\|261197;2026-06-25\|112.99\|-2.44\|116.00\|120.00\|112.00\|333482;2026-06-26\|112.13\|-0.76\|111.20\|116.00\|106.00\|272793;2026-06-29\|114.95\|2.51\|113.93\|117.55\|101.03\|333941;2026-06-30\|119.97\|4.37\|113.71\|121.83\|110.10\|288389;2026-07-01\|111.36\|-7.18\|121.90\|124.38\|108.50\|383105;2026-07-02\|111.58\|0.20\|107.10\|117.18\|105.09\|467886;2026-07-03\|106.95\|-4.15\|109.60\|118.60\|106.95\|555295;2026-07-06\|96.79\|-9.50\|110.00\|116.16\|96.26\|667640;2026-07-07\|100.03\|3.35\|97.50\|104.00\|95.13\|523001;2026-07-08\|93.71\|-6.32\|100.07\|101.80\|92.41\|404759;2026-07-09\|99.56\|6.24\|97.92\|101.00\|93.83\|374156;2026-07-10\|96.64\|-2.93\|100.57\|109.51\|96.20\|427562
113752	长鑫存储过会	“CPU+DCU”+AI算力+一季报高增行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、英特尔、AMD大涨验证CPU需求。据2026年4月21日互动易，公司坚持 “CPU+DCU” 双芯战略，公司与字节跳动等互联网企业在算力产品适配、场景化应用等方面开展合作。DCU方面，公司发布自研软件栈的最新升级并宣布全面开放，为超节点及分布式训练、推理提供软硬件耦合支撑。 2、DeepSeek全新系列模型DeepSeek-V4的预览版本正式上线。据2026年4月21日互动易，在AI算力领域，海光已打造出全栈软硬件协同体系，并与DeepSeek、Qwen 3、ChatGPT、混元、智谱等365款主流大模型完成全面适配与联合精调，覆盖全球99%非闭源大模型。 3、据2026年4月8日一季报，公司营收40.34亿元、归母净利润6.87亿元，分别同比增长68.06%、35.82%，在AI算力爆发与数字基建升级的双重驱动下，市场需求持续增长。	国产CPU、GPU龙头，国内稀缺的DCU设计厂商，公司拟吸收合并中科曙光	2026-03-03\|241.00\|-6.93\|257.79\|258.00\|240.00\|319676;2026-03-04\|236.00\|-2.07\|236.98\|243.88\|233.77\|184683;2026-03-05\|242.99\|2.96\|245.96\|247.50\|237.85\|214060;2026-03-06\|241.90\|-0.45\|240.00\|242.97\|238.49\|145189;2026-03-09\|238.43\|-1.43\|232.73\|241.40\|226.10\|227852;2026-03-10\|247.53\|3.82\|246.99\|250.98\|244.80\|216856;2026-03-11\|244.20\|-1.35\|247.54\|255.36\|242.82\|192500;2026-03-12\|242.00\|-0.90\|241.70\|251.68\|240.50\|172988;2026-03-13\|235.74\|-2.59\|239.00\|240.80\|235.05\|136568;2026-03-16\|233.85\|-0.80\|235.18\|236.88\|224.99\|222474;2026-03-17\|227.09\|-2.89\|235.98\|236.10\|227.09\|135972;2026-03-18\|231.40\|1.90\|228.45\|232.50\|224.10\|149263;2026-03-19\|222.63\|-3.79\|227.00\|227.80\|221.00\|173639;2026-03-20\|216.42\|-2.79\|224.50\|225.50\|216.00\|202276;2026-03-23\|207.04\|-4.33\|212.99\|214.98\|206.08\|211275;2026-03-24\|213.27\|3.01\|210.69\|213.98\|202.98\|220991;2026-03-25\|217.40\|1.94\|214.45\|221.53\|212.55\|212937;2026-03-26\|218.70\|0.60\|223.33\|228.00\|218.00\|224300;2026-03-27\|220.95\|1.03\|214.60\|223.89\|210.30\|183993;2026-03-30\|215.73\|-2.36\|218.60\|218.88\|213.07\|146124;2026-03-31\|210.26\|-2.54\|214.56\|218.04\|210.01\|144813;2026-04-01\|220.31\|4.78\|217.10\|221.80\|215.00\|196837;2026-04-02\|213.00\|-3.32\|219.00\|219.24\|211.30\|130062;2026-04-03\|213.77\|0.36\|214.07\|218.17\|213.22\|117089;2026-04-07\|217.54\|1.76\|214.00\|223.85\|211.00\|198711;2026-04-08\|228.50\|5.04\|226.10\|231.90\|223.05\|309165;2026-04-09\|227.00\|-0.66\|225.00\|230.36\|223.66\|196361;2026-04-10\|231.82\|2.12\|230.49\|238.51\|230.49\|294607;2026-04-13\|245.25\|5.79\|240.00\|256.72\|240.00\|426639;2026-04-14\|248.78\|1.44\|251.01\|252.86\|245.03\|277276;2026-04-15\|252.00\|1.29\|251.89\|261.30\|248.19\|362923;2026-04-16\|253.00\|0.40\|252.50\|255.00\|248.00\|234218;2026-04-17\|260.00\|2.77\|258.00\|268.50\|257.10\|327515;2026-04-20\|261.78\|0.68\|262.00\|271.55\|260.59\|278574;2026-04-21\|252.55\|-3.53\|260.00\|260.03\|250.30\|213875;2026-04-22\|259.20\|2.63\|251.02\|260.23\|251.00\|239767;2026-04-23\|263.40\|1.62\|268.20\|274.26\|259.30\|361031;2026-04-24\|285.00\|8.20\|275.63\|293.30\|271.06\|541251;2026-04-27\|296.27\|3.95\|300.00\|305.00\|293.30\|463427;2026-04-28\|289.00\|-2.45\|290.00\|300.02\|286.00\|318008;2026-04-29\|278.77\|-3.54\|284.72\|287.80\|271.06\|356134;2026-04-30\|296.25\|6.27\|284.90\|302.68\|284.88\|489093;2026-05-06\|344.41\|16.26\|322.10\|355.50\|321.00\|616090;2026-05-07\|341.60\|-0.82\|342.69\|343.17\|333.88\|481372;2026-05-08\|323.28\|-5.36\|333.88\|338.56\|320.01\|499706;2026-05-11\|349.18\|8.01\|340.50\|350.00\|332.97\|545024;2026-05-12\|349.19\|0.00\|343.00\|358.80\|338.45\|433437;2026-05-13\|348.19\|-0.29\|335.00\|350.33\|328.28\|417584;2026-05-14\|325.20\|-6.60\|348.38\|353.68\|325.00\|422916;2026-05-15\|303.01\|-6.82\|320.00\|325.00\|300.18\|576723;2026-05-18\|303.63\|0.20\|303.00\|314.50\|300.00\|354746;2026-05-19\|312.02\|2.76\|303.48\|312.04\|291.58\|431284;2026-05-20\|316.74\|1.51\|307.00\|324.57\|306.72\|422755;2026-05-21\|307.00\|-3.08\|333.30\|339.90\|306.00\|515927;2026-05-22\|312.40\|1.76\|311.10\|315.34\|301.18\|370606;2026-05-25\|329.68\|5.53\|312.40\|330.88\|302.18\|516933;2026-05-26\|341.16\|3.48\|323.00\|345.00\|316.10\|531519;2026-05-27\|316.79\|-7.14\|343.00\|343.00\|316.66\|465666;2026-05-28\|314.36\|-0.77\|311.13\|318.98\|306.11\|364211;2026-05-29\|293.90\|-6.51\|319.80\|322.56\|290.89\|426873;2026-06-01\|275.36\|-6.31\|299.77\|300.19\|275.00\|401188;2026-06-02\|283.49\|2.95\|278.99\|288.80\|274.06\|282597;2026-06-03\|285.94\|0.86\|283.00\|298.00\|281.39\|374177;2026-06-04\|285.79\|-0.05\|283.00\|289.55\|280.08\|251783;2026-06-05\|274.06\|-4.10\|280.00\|283.62\|272.92\|332207;2026-06-08\|259.70\|-5.24\|260.49\|267.50\|255.84\|316182;2026-06-09\|268.18\|3.27\|267.00\|269.49\|259.51\|312978;2026-06-10\|284.80\|6.20\|285.00\|305.80\|281.66\|646831;2026-06-11\|289.84\|1.77\|282.38\|293.11\|279.00\|406339;2026-06-12\|280.00\|-3.40\|299.82\|299.84\|280.00\|493203;2026-06-15\|299.32\|6.90\|288.00\|300.00\|282.01\|370397;2026-06-16\|294.31\|-1.67\|299.00\|299.00\|291.20\|280192;2026-06-17\|308.22\|4.73\|288.00\|309.75\|285.10\|432310;2026-06-18\|328.00\|6.42\|310.00\|336.18\|308.88\|537867;2026-06-22\|327.30\|-0.21\|330.00\|334.80\|316.67\|434214;2026-06-23\|317.00\|-3.10\|324.00\|333.33\|312.72\|347903;2026-06-24\|337.10\|6.34\|314.00\|342.00\|310.01\|458832;2026-06-25\|360.28\|6.88\|339.00\|369.00\|338.00\|604463;2026-06-26\|344.90\|-4.27\|355.00\|358.00\|337.93\|397707;2026-06-29\|354.84\|2.88\|347.99\|363.80\|339.80\|464566;2026-06-30\|370.30\|4.36\|360.20\|377.79\|354.24\|414944;2026-07-01\|349.90\|-5.51\|368.00\|377.88\|346.30\|409651;2026-07-02\|322.29\|-7.89\|336.60\|348.60\|320.76\|398047;2026-07-03\|325.40\|0.96\|327.00\|337.39\|317.03\|290854;2026-07-06\|339.00\|4.18\|340.00\|353.53\|327.80\|364946;2026-07-07\|342.60\|1.06\|334.00\|354.33\|328.58\|305987;2026-07-08\|343.00\|0.12\|349.00\|359.04\|342.01\|302958;2026-07-09\|363.46\|5.96\|346.21\|363.85\|335.50\|427545;2026-07-10\|353.00\|-2.88\|366.00\|395.17\|352.51\|51342374
113751	长鑫存储过会	涨停揭秘：HBM3量产在即，公司颗粒状环氧塑封料（GMC）已通过长电科技、通富微电验证并小批量供货；涨停缘由：上半年存储涨价仍将持续，GMC材料适配HBM高密度堆叠封装，技术壁垒高，客户认证周期短于传统EMC；资金逻辑：小市值材料细分龙头，4月8日涨停获游资主导，换手率达28.6%，资金博弈HBM产业化提速预期；风险提示：GMC收入占比仍低，量产规模尚未放量，且HBM渗透节奏受制于英伟达下一代GPU发布进度	公司的颗粒状环氧塑封料（GMC)可以用于HBM的封装	2026-03-03\|119.55\|-7.79\|129.00\|130.09\|119.50\|44182;2026-03-04\|118.70\|-0.71\|117.30\|123.43\|117.30\|28978;2026-03-05\|120.40\|1.43\|122.00\|125.98\|119.00\|31428;2026-03-06\|122.57\|1.80\|119.40\|123.86\|118.41\|23471;2026-03-09\|117.50\|-4.14\|117.43\|118.80\|112.33\|34174;2026-03-10\|133.99\|14.03\|121.53\|134.55\|120.12\|72665;2026-03-11\|131.37\|-1.96\|132.98\|136.98\|131.02\|44459;2026-03-12\|130.45\|-0.70\|132.00\|132.88\|127.13\|37067;2026-03-13\|126.30\|-3.18\|127.01\|130.66\|125.15\|28988;2026-03-16\|131.80\|4.35\|126.35\|132.50\|125.03\|42200;2026-03-17\|123.24\|-6.49\|130.51\|130.51\|123.20\|35150;2026-03-18\|130.05\|5.53\|125.88\|132.31\|124.86\|46947;2026-03-19\|131.50\|1.11\|126.75\|135.81\|126.20\|60762;2026-03-20\|123.00\|-6.46\|133.05\|135.00\|122.59\|55191;2026-03-23\|113.99\|-7.33\|118.00\|119.80\|112.80\|41119;2026-03-24\|112.89\|-0.96\|116.70\|116.79\|108.00\|32273;2026-03-25\|115.20\|2.05\|113.97\|119.49\|113.97\|30173;2026-03-26\|106.80\|-7.29\|113.50\|113.50\|106.00\|38720;2026-03-27\|109.00\|2.06\|103.48\|109.88\|101.11\|25416;2026-03-30\|108.97\|-0.03\|106.97\|110.88\|105.25\|21203;2026-03-31\|103.71\|-4.83\|106.50\|107.39\|103.30\|21291;2026-04-01\|107.98\|4.12\|106.98\|110.20\|105.09\|24386;2026-04-02\|103.60\|-4.06\|108.17\|109.43\|102.80\|19460;2026-04-03\|102.84\|-0.73\|104.00\|105.10\|102.54\|15796;2026-04-07\|105.81\|2.89\|104.88\|107.56\|103.00\|17335;2026-04-08\|120.00\|13.41\|110.80\|120.35\|108.88\|43888;2026-04-09\|119.06\|-0.78\|118.00\|122.60\|117.41\|27760;2026-04-10\|120.00\|0.79\|121.19\|123.49\|119.64\|26566;2026-04-13\|119.21\|-0.66\|119.51\|122.58\|118.01\|21764;2026-04-14\|123.25\|3.39\|121.08\|125.00\|120.03\|32399;2026-04-15\|124.10\|0.69\|125.06\|127.69\|122.32\|36205;2026-04-16\|125.30\|0.97\|124.48\|127.40\|123.00\|26350;2026-04-17\|125.65\|0.28\|124.37\|125.85\|122.02\|31371;2026-04-20\|125.95\|0.24\|124.00\|129.50\|123.78\|27453;2026-04-21\|126.10\|0.12\|124.13\|127.36\|122.69\|20288;2026-04-22\|127.40\|1.03\|124.75\|127.40\|124.00\|26286;2026-04-23\|121.18\|-4.88\|129.83\|129.90\|121.18\|37746;2026-04-24\|119.53\|-1.36\|119.00\|123.50\|118.00\|43688;2026-04-27\|129.40\|8.26\|119.01\|133.00\|119.01\|65859;2026-04-28\|128.30\|-0.85\|129.93\|133.20\|127.00\|46669;2026-04-29\|131.00\|2.10\|128.20\|133.33\|125.00\|43792;2026-04-30\|90.53\|2.26\|89.99\|92.50\|86.68\|87118;2026-05-06\|95.77\|5.79\|93.20\|99.25\|93.20\|96916;2026-05-07\|100.92\|5.38\|96.06\|102.52\|95.90\|85114;2026-05-08\|100.50\|-0.42\|98.23\|103.33\|97.31\|77142;2026-05-11\|106.30\|5.77\|104.60\|108.69\|99.21\|105632;2026-05-12\|107.32\|0.96\|104.00\|108.30\|102.62\|84768;2026-05-13\|117.54\|9.52\|104.98\|118.30\|104.10\|106769;2026-05-14\|115.83\|-1.45\|120.90\|125.40\|115.79\|156064;2026-05-15\|133.77\|15.49\|122.34\|139.00\|117.50\|193422;2026-05-18\|137.32\|2.65\|136.17\|148.00\|132.83\|188129;2026-05-19\|142.00\|3.41\|136.37\|142.00\|131.50\|135288;2026-05-20\|141.28\|-0.51\|138.88\|147.37\|138.84\|134242;2026-05-21\|135.17\|-4.32\|141.47\|145.60\|134.00\|150134;2026-05-22\|134.00\|-0.87\|135.24\|136.50\|127.66\|116834;2026-05-25\|137.00\|2.24\|127.33\|140.12\|121.50\|151915;2026-05-26\|136.80\|-0.15\|137.00\|144.87\|131.23\|130785;2026-05-27\|126.21\|-7.74\|141.00\|141.20\|125.00\|119809;2026-05-28\|129.03\|2.23\|126.07\|131.77\|123.08\|89113;2026-05-29\|120.19\|-6.85\|130.56\|132.13\|119.39\|95254;2026-06-01\|114.15\|-5.03\|120.19\|124.00\|113.88\|82648;2026-06-02\|112.77\|-1.21\|115.26\|116.00\|110.60\|76417;2026-06-03\|115.44\|2.37\|112.97\|121.36\|112.97\|87546;2026-06-04\|118.74\|2.86\|112.96\|122.16\|111.89\|88377;2026-06-05\|114.80\|-3.32\|115.27\|119.45\|113.52\|67210;2026-06-08\|107.82\|-6.08\|107.49\|112.53\|106.21\|64759;2026-06-09\|114.12\|5.84\|111.00\|116.79\|109.10\|70614;2026-06-10\|125.93\|10.35\|112.00\|131.01\|112.00\|136887;2026-06-11\|131.20\|4.18\|124.43\|132.97\|123.38\|145117;2026-06-12\|119.04\|-9.27\|133.89\|135.96\|117.90\|158936;2026-06-15\|124.17\|4.31\|121.74\|124.44\|115.22\|104663;2026-06-16\|125.74\|1.26\|123.00\|127.17\|122.00\|99385;2026-06-17\|133.97\|6.55\|122.00\|134.44\|121.06\|125446;2026-06-18\|152.90\|14.13\|129.97\|155.00\|129.97\|165154;2026-06-22\|153.52\|0.41\|151.38\|159.58\|146.01\|174212;2026-06-23\|138.09\|-10.05\|148.00\|148.00\|135.08\|166596;2026-06-24\|147.47\|6.79\|137.54\|148.88\|132.00\|144810;2026-06-25\|148.50\|0.70\|152.00\|158.28\|146.05\|141819;2026-06-26\|163.91\|10.38\|145.86\|170.00\|143.08\|180764;2026-06-29\|186.01\|13.48\|169.10\|188.35\|157.50\|197557;2026-06-30\|187.00\|0.53\|178.00\|194.99\|171.68\|151489;2026-07-01\|179.30\|-4.12\|184.00\|199.99\|176.00\|152530;2026-07-02\|174.18\|-2.86\|169.50\|193.00\|169.00\|158799;2026-07-03\|160.46\|-7.88\|170.01\|176.93\|157.00\|150893;2026-07-06\|162.29\|1.14\|166.56\|168.00\|151.80\|121341;2026-07-07\|159.24\|-1.88\|157.66\|166.66\|157.66\|95319;2026-07-08\|157.00\|-1.41\|159.80\|164.56\|145.45\|103594;2026-07-09\|179.20\|14.14\|161.95\|179.91\|158.55\|142358;2026-07-10\|169.59\|-5.36\|176.00\|192.66\|169.00\|15973398
113750	长鑫存储过会	涨停揭秘：武汉长江存储加速扩产，带动国产芯片设备材料需求上升；涨停缘由：作为2025年12月新上市芯片配套企业，直接受益于长江存储12英寸3D闪存产线快速爬坡，提供关键封装测试耗材及精密部件；资金逻辑：次新股叠加题材共振，主力资金单日大幅净流入，换手充分，显示资金抢筹国产替代主线；风险提示：公司上市时间短，基本面数据披露有限，扩产进度存在不确定性，短期波动风险较大	2025-12上市	2026-03-03\|324.63\|-8.29\|354.00\|366.60\|324.01\|26677;2026-03-04\|330.08\|1.68\|320.20\|338.88\|320.02\|16926;2026-03-05\|387.90\|17.52\|373.11\|396.10\|367.00\|54642;2026-03-06\|376.09\|-3.04\|378.00\|387.71\|370.41\|31181;2026-03-09\|354.65\|-5.70\|360.11\|367.95\|341.00\|28142;2026-03-10\|368.49\|3.90\|363.00\|381.98\|360.00\|25766;2026-03-11\|355.00\|-3.66\|364.00\|376.66\|354.36\|21484;2026-03-12\|345.91\|-2.56\|352.00\|359.80\|341.60\|15861;2026-03-13\|337.50\|-2.43\|343.99\|354.87\|336.00\|20426;2026-03-16\|348.52\|3.27\|336.00\|349.00\|330.00\|18579;2026-03-17\|334.60\|-3.99\|347.08\|348.88\|333.00\|14549;2026-03-18\|358.88\|7.26\|339.00\|358.88\|336.00\|25022;2026-03-19\|351.00\|-2.20\|351.00\|355.55\|347.00\|16550;2026-03-20\|345.28\|-1.63\|353.00\|356.00\|345.00\|14592;2026-03-23\|333.00\|-3.56\|334.00\|340.84\|330.28\|11462;2026-03-24\|340.30\|2.19\|338.50\|341.00\|332.15\|11633;2026-03-25\|339.00\|-0.38\|346.42\|350.59\|336.68\|15420;2026-03-26\|315.00\|-7.08\|335.00\|335.00\|312.01\|24506;2026-03-27\|316.40\|0.44\|303.03\|321.18\|301.21\|16044;2026-03-30\|322.40\|1.90\|308.88\|323.27\|307.01\|14068;2026-03-31\|305.80\|-5.15\|318.90\|320.20\|303.33\|13254;2026-04-01\|327.00\|6.93\|315.00\|329.00\|311.00\|24995;2026-04-02\|318.40\|-2.63\|326.00\|332.01\|317.01\|14673;2026-04-03\|315.44\|-0.93\|321.56\|326.88\|315.44\|11503;2026-04-07\|322.30\|2.17\|338.00\|339.30\|321.01\|25077;2026-04-08\|340.68\|5.70\|332.00\|340.87\|330.00\|24814;2026-04-09\|341.25\|0.17\|337.34\|352.96\|335.58\|21357;2026-04-10\|344.78\|1.03\|344.00\|350.66\|340.91\|19887;2026-04-13\|348.60\|1.11\|341.04\|355.00\|340.11\|20704;2026-04-14\|367.35\|5.38\|354.08\|384.87\|354.08\|33752;2026-04-15\|370.59\|0.88\|369.85\|376.50\|361.70\|24914;2026-04-16\|375.35\|1.28\|371.00\|375.77\|360.01\|24366;2026-04-17\|417.00\|11.10\|369.98\|422.62\|366.80\|38093;2026-04-20\|403.18\|-3.31\|418.00\|426.00\|400.00\|26329;2026-04-21\|401.91\|-0.32\|401.51\|405.99\|391.50\|21104;2026-04-22\|437.00\|8.73\|395.70\|437.67\|393.04\|31290;2026-04-23\|404.50\|-7.44\|432.00\|439.98\|402.23\|31260;2026-04-24\|406.76\|0.56\|406.00\|415.98\|400.60\|22536;2026-04-27\|432.55\|6.34\|416.76\|444.78\|406.81\|30066;2026-04-28\|416.30\|-3.76\|426.44\|432.54\|408.60\|22377;2026-04-29\|407.50\|-2.11\|409.60\|413.45\|392.50\|23789;2026-04-30\|423.25\|3.87\|407.38\|425.00\|407.38\|20966;2026-05-06\|437.10\|3.27\|435.00\|459.87\|427.27\|28705;2026-05-07\|444.58\|1.71\|433.00\|449.59\|426.00\|20271;2026-05-08\|419.06\|-5.74\|435.00\|435.20\|418.00\|26410;2026-05-11\|449.00\|7.14\|426.98\|449.60\|420.02\|29292;2026-05-12\|439.45\|-2.13\|446.00\|446.00\|431.16\|20484;2026-05-13\|444.88\|1.24\|420.73\|448.80\|418.10\|25018;2026-05-14\|424.45\|-4.59\|446.88\|446.88\|423.34\|21636;2026-05-15\|452.01\|6.49\|425.00\|469.00\|404.00\|45406;2026-05-18\|461.75\|2.15\|448.00\|487.88\|445.00\|33241;2026-05-19\|479.53\|3.85\|449.88\|485.03\|442.00\|30296;2026-05-20\|531.09\|10.75\|471.00\|531.09\|471.00\|37282;2026-05-21\|484.90\|-8.70\|537.50\|540.99\|483.19\|38690;2026-05-22\|502.00\|3.53\|490.00\|502.00\|469.00\|28293;2026-05-25\|511.14\|1.82\|496.98\|525.87\|480.80\|32005;2026-05-26\|496.00\|-2.96\|507.00\|507.00\|477.95\|24343;2026-05-27\|466.00\|-6.05\|498.80\|509.90\|465.11\|20534;2026-05-28\|468.98\|0.64\|458.05\|475.88\|450.10\|17962;2026-05-29\|439.00\|-6.39\|473.09\|478.00\|430.95\|24571;2026-06-01\|458.33\|4.40\|447.78\|484.88\|446.00\|31304;2026-06-02\|488.50\|6.58\|458.60\|500.00\|458.46\|28348;2026-06-03\|504.66\|3.31\|484.00\|537.35\|481.01\|31333;2026-06-04\|512.00\|1.45\|498.90\|529.99\|495.01\|25379;2026-06-05\|491.92\|-3.92\|503.98\|523.08\|488.21\|21037;2026-06-08\|467.00\|-5.07\|469.20\|483.50\|457.02\|20949;2026-06-09\|487.91\|4.48\|474.00\|494.33\|462.01\|22015;2026-06-10\|540.99\|10.88\|479.00\|545.60\|479.00\|45348;2026-06-11\|586.17\|8.35\|535.50\|609.00\|534.77\|43982;2026-06-12\|569.32\|-2.87\|616.00\|618.00\|565.00\|41354;2026-06-15\|576.00\|1.17\|578.50\|583.95\|530.02\|31437;2026-06-16\|573.00\|-0.52\|576.00\|589.18\|561.98\|26270;2026-06-17\|591.97\|3.31\|562.00\|594.00\|560.44\|26474;2026-06-18\|626.00\|5.75\|589.07\|628.00\|576.00\|34347;2026-06-22\|589.89\|-5.62\|619.89\|628.00\|563.00\|34921;2026-06-23\|616.02\|4.43\|577.04\|617.76\|563.33\|31299;2026-06-24\|623.00\|1.13\|595.88\|639.56\|585.60\|28662;2026-06-25\|612.20\|-1.73\|623.00\|634.90\|598.01\|24834;2026-06-26\|580.00\|-5.26\|598.03\|626.11\|571.02\|24395;2026-06-29\|602.00\|3.79\|575.00\|623.50\|564.00\|28528;2026-06-30\|623.00\|3.49\|593.01\|627.00\|583.88\|38234;2026-07-01\|605.74\|-2.77\|632.36\|671.00\|590.00\|40997;2026-07-02\|530.13\|-12.48\|570.00\|573.80\|527.00\|31803;2026-07-03\|511.00\|-3.61\|525.80\|536.84\|503.68\|24213;2026-07-06\|519.50\|1.66\|519.75\|531.49\|485.10\|25749;2026-07-07\|543.74\|4.67\|509.00\|546.48\|502.51\|25895;2026-07-08\|542.09\|-0.30\|540.00\|558.99\|518.86\|20134;2026-07-09\|594.80\|9.72\|553.26\|599.75\|535.58\|25993;2026-07-10\|546.00\|-8.20\|587.00\|603.95\|546.00\|2957226
113749	长鑫存储过会	PCB概念+PI薄膜+商业航天行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月11日异常波动公告，市场近期高度关注商业航天与PCB相关概念，公司产品作为高性能PI薄膜位于产业链上游前端环节，但距离终端应用层级较远，目前没有重要新增订单，对公司业绩影响有限。 2、据2026年6月8日互动易，公司主营高性能聚酰亚胺薄膜，是国内规模最大的高性能PI薄膜制造商，打破了国外厂商的技术封锁与市场垄断，跨入全球竞争行列。 3、据2026年4月30日年报，公司在商业航天领域将持续拓展航天级PI薄膜及太空光伏组件方面的应用市场。	1、公司自主掌握高性能PI薄膜核心技术，多款半导体及柔性线路基材新产品实现吨级销售； 2、公司卫星大幅宽PI薄膜已获得认证，低轨卫星柔性太阳翼封装用CPI薄膜，已获得头部商业航天企业应用	2026-03-03\|22.33\|-5.02\|24.30\|24.58\|22.30\|80944;2026-03-04\|22.15\|-0.81\|22.01\|22.91\|21.94\|45933;2026-03-05\|21.90\|-1.13\|22.70\|22.70\|21.50\|54194;2026-03-06\|22.30\|1.83\|21.80\|22.65\|21.70\|47916;2026-03-09\|21.65\|-2.91\|21.78\|21.90\|20.95\|48698;2026-03-10\|23.09\|6.65\|21.91\|23.30\|21.91\|63293;2026-03-11\|22.47\|-2.69\|23.25\|23.48\|22.44\|49161;2026-03-12\|21.92\|-2.45\|22.32\|22.70\|21.51\|43524;2026-03-13\|22.58\|3.01\|21.64\|23.13\|21.51\|63153;2026-03-16\|21.56\|-4.52\|22.30\|22.39\|21.40\|40993;2026-03-17\|20.90\|-3.06\|21.58\|22.02\|20.89\|38716;2026-03-18\|21.31\|1.96\|21.00\|21.35\|20.70\|26523;2026-03-19\|20.39\|-4.32\|20.85\|20.95\|20.26\|34745;2026-03-20\|19.83\|-2.75\|20.23\|20.89\|19.79\|42268;2026-03-23\|19.25\|-2.92\|19.11\|20.40\|19.09\|48788;2026-03-24\|20.64\|7.22\|19.83\|21.33\|19.70\|86776;2026-03-25\|20.84\|0.97\|20.23\|21.38\|20.23\|63782;2026-03-26\|19.89\|-4.56\|21.00\|21.12\|19.69\|56845;2026-03-27\|20.29\|2.01\|19.72\|20.63\|19.26\|53396;2026-03-30\|21.33\|5.13\|20.00\|21.66\|19.80\|71991;2026-03-31\|20.38\|-4.45\|21.69\|21.78\|20.32\|53332;2026-04-01\|20.75\|1.82\|20.58\|20.99\|20.23\|46469;2026-04-02\|20.84\|0.43\|20.51\|21.17\|20.21\|62854;2026-04-03\|21.78\|4.51\|20.85\|22.10\|20.85\|112514;2026-04-07\|20.68\|-5.05\|22.03\|22.74\|20.68\|82947;2026-04-08\|21.98\|6.29\|21.50\|21.98\|21.30\|62227;2026-04-09\|20.40\|-7.19\|21.52\|21.84\|20.30\|93144;2026-04-10\|20.36\|-0.20\|20.54\|21.14\|20.36\|47325;2026-04-13\|20.01\|-1.72\|20.21\|20.59\|19.79\|65212;2026-04-14\|20.72\|3.55\|20.30\|21.10\|19.86\|60744;2026-04-15\|20.65\|-0.34\|21.00\|21.65\|20.60\|63388;2026-04-16\|21.44\|3.83\|20.70\|21.94\|20.21\|85307;2026-04-17\|21.70\|1.21\|21.40\|22.28\|21.27\|49765;2026-04-20\|22.19\|2.26\|21.75\|22.36\|21.25\|59149;2026-04-21\|21.95\|-1.08\|22.19\|22.34\|21.70\|39365;2026-04-22\|21.97\|0.09\|21.75\|22.50\|21.45\|39107;2026-04-23\|21.19\|-3.55\|22.00\|22.12\|21.06\|48980;2026-04-24\|20.76\|-2.03\|21.20\|21.20\|20.53\|43974;2026-04-27\|23.92\|15.22\|20.63\|24.68\|20.60\|147444;2026-04-28\|24.88\|4.01\|23.90\|25.82\|23.11\|142847;2026-04-29\|26.55\|6.71\|24.80\|27.37\|24.80\|146840;2026-04-30\|23.99\|-9.64\|28.56\|28.86\|23.73\|226242;2026-05-06\|28.79\|20.01\|24.95\|28.79\|24.75\|176192;2026-05-07\|28.79\|0.00\|29.89\|31.85\|28.63\|320664;2026-05-08\|28.03\|-2.64\|28.49\|29.30\|27.52\|203620;2026-05-11\|27.52\|-1.82\|28.00\|28.88\|27.09\|137911;2026-05-12\|26.10\|-5.16\|27.86\|27.86\|25.28\|162983;2026-05-13\|31.32\|20.00\|25.89\|31.32\|25.72\|213259;2026-05-14\|34.60\|10.47\|31.47\|35.73\|31.47\|330325;2026-05-15\|31.99\|-7.54\|34.00\|34.29\|31.35\|211408;2026-05-18\|33.13\|3.56\|32.07\|34.20\|31.50\|169085;2026-05-19\|31.10\|-6.13\|32.80\|32.99\|30.81\|126658;2026-05-20\|37.32\|20.00\|30.50\|37.32\|30.50\|237836;2026-05-21\|39.16\|4.93\|39.04\|43.42\|38.50\|365432;2026-05-22\|40.60\|3.68\|39.86\|41.41\|38.30\|260598;2026-05-25\|39.80\|-1.97\|39.99\|42.20\|38.00\|240370;2026-05-26\|37.37\|-6.11\|39.00\|39.08\|36.01\|190253;2026-05-27\|38.38\|2.70\|37.55\|40.00\|36.00\|225285;2026-05-28\|33.00\|-14.02\|35.99\|36.38\|32.70\|239881;2026-05-29\|30.66\|-7.09\|33.00\|33.20\|29.00\|244457;2026-06-01\|29.68\|-3.20\|30.02\|31.23\|29.43\|130425;2026-06-02\|30.19\|1.72\|29.27\|31.29\|28.81\|150512;2026-06-03\|30.60\|1.36\|29.60\|31.70\|29.36\|134222;2026-06-04\|30.61\|0.03\|30.91\|31.39\|30.01\|109652;2026-06-05\|29.71\|-2.94\|30.19\|30.76\|28.82\|113736;2026-06-08\|31.36\|5.55\|28.26\|32.16\|28.00\|179157;2026-06-09\|35.76\|14.03\|34.87\|37.58\|32.83\|261807;2026-06-10\|39.90\|11.58\|35.41\|42.48\|33.95\|314380;2026-06-11\|40.15\|0.63\|39.90\|41.80\|38.55\|237706;2026-06-12\|43.10\|7.35\|40.80\|45.45\|40.47\|248405;2026-06-15\|49.62\|15.13\|45.16\|49.88\|44.40\|223780;2026-06-16\|50.25\|1.27\|49.00\|53.08\|47.41\|303437;2026-06-17\|60.30\|20.00\|51.00\|60.30\|51.00\|237791;2026-06-18\|61.50\|1.99\|58.00\|63.00\|58.00\|239095;2026-06-22\|62.23\|1.19\|61.50\|62.85\|57.00\|244526;2026-06-23\|59.64\|-4.16\|60.66\|62.00\|57.81\|158099;2026-06-24\|65.98\|10.63\|61.88\|69.50\|61.88\|204976;2026-06-25\|69.40\|5.18\|66.00\|71.44\|63.30\|194565;2026-06-26\|63.65\|-8.29\|68.52\|69.90\|63.35\|178229;2026-06-29\|57.64\|-9.44\|63.64\|65.88\|55.70\|235431;2026-06-30\|56.50\|-1.98\|56.72\|61.80\|55.37\|216076;2026-07-01\|51.39\|-9.04\|54.98\|57.79\|49.99\|265361;2026-07-02\|48.78\|-5.08\|49.00\|52.93\|48.13\|184029;2026-07-03\|45.50\|-6.72\|48.13\|50.80\|45.01\|209726;2026-07-06\|40.86\|-10.20\|45.45\|46.67\|40.60\|215791;2026-07-07\|38.95\|-4.67\|40.37\|41.80\|38.40\|171809;2026-07-08\|37.13\|-4.67\|38.97\|40.00\|36.52\|153584;2026-07-09\|38.03\|2.42\|37.59\|38.69\|35.35\|149725;2026-07-10\|37.61\|-1.10\|39.93\|41.88\|37.36\|27213237
113748	长鑫存储过会	光刻机+半导体掩模+微纳光学 1、据2026年1月5日公告，公司与上海语荻光电签署战略合作框架协议，围绕半导体量检测设备核心部件开展合作，强化供应链自主可控。 2、据2025年9月1日公告及2025年12月12日公告，公司拟收购常州维普51%股权，标的主营光掩模及晶圆缺陷检测设备，已进入中芯国际、路维光电、迪思微等头部客户量产线，并购贷款申请已于2025年12月12日获董事会通过。 3、据2025年8月22日半年报，公司是国内少数拥有微纳光学制造完整产业链的企业，自主研发激光直写、纳米压印光刻设备，应用于半导体掩模板、IC载板、光伏铜电镀图形化等领域。	公司与上海语荻签署战略合作框架协议，加码精密光学物镜及系统，后者创始股东及核心团队来自于上海光机所，主要从事半导体设备精密光学物镜及组件、卫星激光通信光学系统等产品主要客户包括部分国内半导体设备、商业卫星等领域的头部公司	2026-03-03\|47.56\|-4.00\|49.74\|53.35\|47.50\|204070;2026-03-04\|46.90\|-1.39\|47.00\|48.95\|45.68\|127726;2026-03-05\|48.00\|2.35\|47.90\|51.02\|47.32\|200071;2026-03-06\|45.90\|-4.38\|47.88\|48.33\|45.50\|168244;2026-03-09\|45.44\|-1.00\|43.62\|45.68\|42.75\|145061;2026-03-10\|46.47\|2.27\|45.62\|47.20\|45.58\|112590;2026-03-11\|45.81\|-1.42\|46.30\|47.73\|45.69\|92844;2026-03-12\|44.07\|-3.80\|45.88\|45.89\|43.34\|94249;2026-03-13\|43.48\|-1.34\|43.38\|45.45\|43.18\|78157;2026-03-16\|45.58\|4.83\|43.37\|45.93\|42.58\|123784;2026-03-17\|43.26\|-5.09\|45.56\|45.58\|43.13\|92833;2026-03-18\|42.60\|-1.53\|43.51\|43.70\|41.58\|82585;2026-03-19\|41.28\|-3.10\|41.50\|42.28\|40.95\|75579;2026-03-20\|41.71\|1.04\|41.71\|44.39\|41.70\|139674;2026-03-23\|38.60\|-7.46\|41.10\|41.27\|38.18\|121667;2026-03-24\|39.73\|2.93\|39.37\|39.87\|37.89\|78790;2026-03-25\|41.37\|4.13\|40.00\|41.90\|40.00\|95013;2026-03-26\|41.43\|0.14\|41.81\|43.26\|41.21\|86874;2026-03-27\|42.41\|2.37\|40.70\|42.79\|40.45\|73642;2026-03-30\|43.17\|1.79\|41.72\|43.63\|41.00\|90369;2026-03-31\|41.85\|-3.06\|43.10\|43.25\|41.68\|72667;2026-04-01\|42.94\|2.60\|42.76\|43.47\|42.23\|69855;2026-04-02\|42.20\|-1.72\|42.60\|43.89\|42.00\|63445;2026-04-03\|42.38\|0.43\|42.66\|43.49\|42.38\|70151;2026-04-07\|42.22\|-0.38\|42.74\|42.97\|41.80\|52037;2026-04-08\|45.27\|7.22\|43.31\|45.50\|42.69\|117507;2026-04-09\|45.00\|-0.60\|44.65\|46.13\|44.44\|72945;2026-04-10\|43.53\|-3.27\|43.00\|44.57\|40.18\|162393;2026-04-13\|43.57\|0.09\|43.20\|43.88\|42.40\|90115;2026-04-14\|45.02\|3.33\|44.50\|45.50\|43.70\|101882;2026-04-15\|43.17\|-4.11\|45.40\|45.61\|43.02\|112922;2026-04-16\|44.13\|2.22\|43.50\|44.28\|43.03\|69348;2026-04-17\|46.68\|5.78\|43.88\|47.10\|43.80\|151545;2026-04-20\|46.67\|-0.02\|46.80\|47.65\|45.60\|102803;2026-04-21\|48.78\|4.52\|46.80\|49.30\|46.30\|177544;2026-04-22\|49.12\|0.70\|48.31\|49.28\|48.05\|108919;2026-04-23\|53.31\|8.53\|49.32\|53.81\|49.25\|248036;2026-04-24\|51.42\|-3.55\|53.31\|53.90\|50.10\|190711;2026-04-27\|54.27\|5.54\|52.71\|54.99\|52.45\|194629;2026-04-28\|53.36\|-1.68\|53.36\|54.84\|52.90\|130374;2026-04-29\|52.60\|-1.42\|52.80\|53.17\|50.50\|150327;2026-04-30\|53.01\|0.78\|52.75\|53.90\|52.20\|105819;2026-05-06\|54.24\|2.32\|53.59\|54.92\|52.94\|143432;2026-05-07\|55.80\|2.88\|54.02\|56.42\|53.17\|139806;2026-05-08\|55.06\|-1.33\|54.90\|55.60\|54.03\|89701;2026-05-11\|56.39\|2.42\|55.30\|58.16\|54.80\|155822;2026-05-12\|56.78\|0.69\|55.26\|58.85\|54.99\|178929;2026-05-13\|55.20\|-2.78\|55.53\|56.58\|54.91\|147278;2026-05-14\|53.00\|-3.99\|55.55\|56.00\|52.93\|148053;2026-05-15\|54.65\|3.11\|53.08\|57.20\|50.78\|194692;2026-05-18\|54.80\|0.27\|54.98\|55.56\|53.10\|110862;2026-05-19\|56.00\|2.19\|54.99\|56.20\|52.48\|133741;2026-05-20\|59.62\|6.46\|55.58\|61.62\|55.58\|251449;2026-05-21\|54.34\|-8.86\|59.73\|60.00\|54.03\|210793;2026-05-22\|54.38\|0.07\|55.16\|55.39\|52.90\|156090;2026-05-25\|54.13\|-0.46\|54.38\|54.77\|53.23\|120693;2026-05-26\|54.34\|0.39\|53.66\|54.44\|51.00\|166198;2026-05-27\|53.57\|-1.42\|54.42\|56.14\|52.90\|138543;2026-05-28\|54.31\|1.38\|52.90\|55.39\|52.50\|120766;2026-05-29\|52.74\|-2.89\|55.10\|59.77\|52.00\|267563;2026-06-01\|51.28\|-2.77\|52.74\|54.03\|51.15\|191277;2026-06-02\|52.36\|2.11\|51.12\|53.14\|49.75\|154302;2026-06-03\|58.20\|11.15\|54.50\|60.50\|54.00\|325131;2026-06-04\|58.38\|0.31\|57.00\|59.88\|56.69\|196960;2026-06-05\|59.06\|1.16\|57.38\|62.69\|56.90\|209617;2026-06-08\|52.30\|-11.45\|56.20\|56.96\|50.81\|296784;2026-06-09\|56.55\|8.13\|53.55\|56.66\|52.50\|173642;2026-06-10\|63.29\|11.92\|60.99\|67.80\|60.00\|362303;2026-06-11\|64.58\|2.04\|63.00\|65.20\|61.16\|275829;2026-06-12\|65.91\|2.06\|65.58\|69.00\|63.80\|295393;2026-06-15\|67.33\|2.15\|66.25\|67.60\|62.60\|283781;2026-06-16\|71.74\|6.55\|66.91\|71.99\|66.28\|285691;2026-06-17\|71.13\|-0.85\|70.00\|72.50\|67.30\|285116;2026-06-18\|69.32\|-2.54\|71.39\|72.48\|68.01\|212254;2026-06-22\|68.16\|-1.67\|68.90\|70.96\|67.61\|196528;2026-06-23\|64.83\|-4.89\|67.80\|68.49\|64.00\|178512;2026-06-24\|68.82\|6.15\|64.80\|70.30\|63.41\|167499;2026-06-25\|72.86\|5.87\|68.88\|73.28\|68.13\|180014;2026-06-26\|68.22\|-6.37\|71.52\|72.13\|67.00\|143604;2026-06-29\|66.19\|-2.98\|69.40\|70.70\|62.40\|178952;2026-06-30\|71.11\|7.43\|66.80\|71.88\|65.85\|173354;2026-07-01\|72.43\|1.86\|71.48\|75.90\|70.44\|192462;2026-07-02\|68.75\|-5.08\|71.58\|73.80\|68.34\|156301;2026-07-03\|66.22\|-3.68\|68.12\|69.12\|65.50\|138767;2026-07-06\|63.52\|-4.08\|66.58\|67.45\|62.00\|128424;2026-07-07\|61.00\|-3.97\|62.98\|64.30\|60.20\|100114;2026-07-08\|62.17\|1.92\|61.37\|64.00\|56.15\|180606;2026-07-09\|66.10\|6.32\|62.93\|67.00\|60.50\|139274;2026-07-10\|65.00\|-1.66\|66.01\|67.48\|64.51\|128277
113747	长鑫存储过会	12英寸硅片+存储芯片+拟参股半导体上游行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年5月8日投资者活动记录表，公司系国内头部存储芯片厂商全球12英寸硅片厂商中供货量第一或第二大的供应商。 2、据2025年年报，公司主营12英寸硅片，产品广泛应用于存储芯片、逻辑芯片等领域，截至2025年底产能超85万片/月，位居国内第一、全球第六。 3、据2026年5月29日公告，公司拟以自有资金参股珠海奕源及重庆欣晖，投向半导体上游关键材料及部件环节，以拓宽业务布局。	2025-10上市	2026-03-03\|23.40\|-6.40\|24.95\|25.20\|23.32\|123053;2026-03-04\|23.45\|0.21\|23.07\|23.71\|23.07\|48494;2026-03-05\|23.80\|1.49\|23.96\|24.24\|23.70\|55434;2026-03-06\|23.95\|0.63\|23.56\|24.13\|23.53\|38224;2026-03-09\|23.67\|-1.17\|23.45\|23.82\|23.14\|58129;2026-03-10\|24.19\|2.20\|24.10\|24.30\|23.93\|50720;2026-03-11\|24.01\|-0.74\|24.35\|24.42\|24.00\|54008;2026-03-12\|23.46\|-2.29\|24.00\|24.05\|23.37\|64213;2026-03-13\|23.33\|-0.55\|23.43\|23.74\|23.16\|54608;2026-03-16\|23.90\|2.44\|23.33\|23.90\|23.15\|56978;2026-03-17\|23.69\|-0.88\|23.98\|24.16\|23.67\|50984;2026-03-18\|24.27\|2.45\|23.66\|24.46\|23.66\|74115;2026-03-19\|23.61\|-2.72\|23.93\|24.10\|23.51\|54748;2026-03-20\|22.83\|-3.30\|23.65\|23.80\|22.77\|72923;2026-03-23\|21.15\|-7.36\|22.25\|22.32\|21.12\|91582;2026-03-24\|21.65\|2.36\|21.50\|21.66\|20.92\|48515;2026-03-25\|22.05\|1.85\|21.80\|22.35\|21.80\|48841;2026-03-26\|21.40\|-2.95\|22.21\|22.21\|21.39\|39372;2026-03-27\|21.61\|0.98\|21.00\|21.75\|20.98\|33489;2026-03-30\|21.39\|-1.02\|21.36\|21.60\|21.06\|36709;2026-03-31\|21.12\|-1.26\|21.40\|21.56\|21.06\|27911;2026-04-01\|21.64\|2.46\|21.54\|21.79\|21.30\|36147;2026-04-02\|21.24\|-1.85\|21.76\|21.77\|21.18\|28726;2026-04-03\|21.13\|-0.52\|21.25\|21.39\|21.10\|29887;2026-04-07\|21.18\|0.24\|21.15\|21.56\|21.15\|28590;2026-04-08\|22.23\|4.96\|21.74\|22.23\|21.70\|60695;2026-04-09\|21.87\|-1.62\|22.03\|22.13\|21.80\|30605;2026-04-10\|21.91\|0.18\|22.01\|22.29\|21.88\|35680;2026-04-13\|21.98\|0.32\|21.73\|22.08\|21.64\|27641;2026-04-14\|22.37\|1.77\|22.14\|22.50\|22.09\|54732;2026-04-15\|22.57\|0.89\|22.46\|23.04\|22.38\|67082;2026-04-16\|22.53\|-0.18\|22.58\|22.65\|22.38\|38360;2026-04-17\|22.65\|0.53\|22.38\|22.92\|22.38\|51389;2026-04-20\|23.37\|3.18\|22.66\|23.92\|22.52\|89497;2026-04-21\|22.47\|-3.85\|22.90\|23.16\|22.41\|71196;2026-04-22\|22.83\|1.60\|22.39\|22.84\|22.28\|45703;2026-04-23\|22.91\|0.35\|22.87\|23.52\|22.63\|73696;2026-04-24\|22.92\|0.04\|22.87\|23.24\|22.65\|53599;2026-04-27\|23.32\|1.75\|22.93\|23.49\|22.93\|68207;2026-04-28\|22.24\|-4.63\|22.93\|23.19\|22.04\|170009;2026-04-29\|22.39\|0.67\|22.04\|22.53\|21.92\|87749;2026-04-30\|23.70\|5.85\|22.32\|24.10\|22.23\|179930;2026-05-06\|26.71\|12.70\|24.36\|28.00\|24.25\|409404;2026-05-07\|27.55\|3.14\|26.46\|28.00\|26.46\|267219;2026-05-08\|30.66\|11.29\|27.20\|31.24\|26.86\|470939;2026-05-11\|34.05\|11.06\|31.95\|35.42\|30.10\|542423;2026-05-12\|34.34\|0.85\|33.71\|35.99\|32.33\|430625;2026-05-13\|35.39\|3.06\|33.00\|35.63\|32.63\|374548;2026-05-14\|34.10\|-3.65\|35.36\|35.39\|33.86\|281557;2026-05-15\|33.97\|-0.38\|34.08\|35.45\|32.49\|376711;2026-05-18\|33.52\|-1.32\|33.64\|34.75\|33.02\|264913;2026-05-19\|35.60\|6.21\|32.90\|36.44\|32.00\|441247;2026-05-20\|34.90\|-1.97\|35.52\|36.97\|34.80\|428491;2026-05-21\|32.59\|-6.62\|35.01\|36.66\|32.57\|401834;2026-05-22\|33.38\|2.42\|33.00\|33.38\|31.75\|301140;2026-05-25\|33.12\|-0.78\|33.02\|33.86\|31.75\|239045;2026-05-26\|31.40\|-5.19\|33.01\|33.01\|30.78\|253386;2026-05-27\|33.61\|7.04\|31.50\|35.12\|31.12\|351411;2026-05-28\|37.94\|12.88\|33.28\|40.33\|32.99\|534656;2026-05-29\|37.94\|0.00\|39.42\|41.41\|37.82\|530683;2026-06-01\|35.15\|-7.35\|37.00\|37.48\|34.80\|330150;2026-06-02\|34.02\|-3.21\|35.00\|35.60\|33.77\|232082;2026-06-03\|35.33\|3.85\|34.29\|38.32\|34.11\|328568;2026-06-04\|38.55\|9.11\|34.96\|39.65\|34.25\|367614;2026-06-05\|36.70\|-4.80\|37.15\|39.50\|36.00\|282837;2026-06-08\|34.44\|-6.16\|34.52\|37.18\|33.40\|265976;2026-06-09\|41.33\|20.01\|36.00\|41.33\|34.77\|358639;2026-06-10\|46.60\|12.75\|43.88\|46.60\|42.58\|542056;2026-06-11\|49.76\|6.78\|44.89\|50.06\|44.60\|514237;2026-06-12\|47.50\|-4.54\|52.41\|55.30\|47.50\|615591;2026-06-15\|48.17\|1.41\|48.37\|49.77\|44.00\|481174;2026-06-16\|47.00\|-2.43\|47.00\|48.31\|45.52\|453637;2026-06-17\|54.50\|15.96\|45.51\|54.78\|45.28\|559161;2026-06-18\|50.39\|-7.54\|53.00\|53.55\|50.10\|472563;2026-06-22\|51.16\|1.53\|51.21\|52.09\|48.51\|369546;2026-06-23\|48.40\|-5.39\|49.15\|50.15\|46.08\|280713;2026-06-24\|48.36\|-0.08\|47.00\|49.63\|46.12\|248250;2026-06-25\|51.60\|6.70\|48.50\|52.83\|47.67\|344750;2026-06-26\|53.86\|4.38\|50.55\|56.72\|49.19\|438184;2026-06-29\|61.33\|13.87\|55.00\|62.89\|51.51\|491361;2026-06-30\|61.92\|0.96\|59.00\|63.99\|57.88\|347397;2026-07-01\|61.80\|-0.19\|61.50\|66.83\|60.50\|372673;2026-07-02\|58.00\|-6.15\|57.00\|61.83\|52.27\|298827;2026-07-03\|53.99\|-6.91\|56.78\|58.33\|53.99\|279659;2026-07-06\|52.00\|-3.69\|55.23\|55.29\|49.91\|219438;2026-07-07\|53.26\|2.42\|51.31\|55.50\|50.57\|214436;2026-07-08\|49.35\|-7.34\|52.50\|53.95\|46.68\|240514;2026-07-09\|53.53\|8.47\|50.90\|53.88\|49.90\|271290;2026-07-10\|51.20\|-4.35\|54.79\|59.75\|51.20\|32847148
113746	长鑫存储过会	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。	1、公司主营高性能溅射靶材研发产销，为半导体显示、光伏等领域供铜靶、ITO 靶等关键材料； 2、公司已成功开发出动力电池复合铜箔用铜靶的特殊制造工艺，有效提高铜薄膜在PET（聚对苯二甲酸乙二醇酯）、PP（聚丙烯）等基材上的沉积质量	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
113745	长鑫存储过会	半导体检测+质谱仪+科学仪器 1、据2026年5月29日投资者关系活动记录表，公司电感耦合等离子体质谱仪系列产品可用于监控半导体硅材料、湿电子化学品等的无机元素污染，助力芯片企业提升良率，相关解决方案已在芯片制造、湿电子化学品及面板领域的头部企业中得到成功应用，并已贡献实质性销售收入。 2、据2025年年度报告，公司自主研发的质谱仪产品首次实现国产ICP-MS在半导体行业芯片生产线上的应用，应用于半导体领域的电感耦合等离子体三重四极杆质谱仪ICP-MS/MS已实现销售。 3、据2025年年度报告，公司是实验分析仪器提供商，产品涵盖样品前处理和分析测试仪器，致力于在半导体检测、环境监测、食品安全等领域提供高品质产品。	国内实验分析仪器和洁净环保型实验室的主要供应商之一；公司自主研发的质谱仪系列产品首次实现国产ICP-MS在半导体行业芯片生产线上的应用，并通过国际半导体产业协会SEMI认证，应用于半导体领域的ICP-MS/MS产品已实现销售	2026-03-03\|37.03\|-4.27\|38.85\|39.38\|37.03\|8544;2026-03-04\|37.00\|-0.08\|37.12\|37.89\|36.72\|7588;2026-03-05\|37.41\|1.11\|37.30\|38.35\|37.16\|5158;2026-03-06\|38.74\|3.56\|37.41\|38.79\|37.37\|6166;2026-03-09\|38.86\|0.31\|37.90\|39.33\|37.35\|8565;2026-03-10\|40.18\|3.40\|39.20\|40.41\|39.00\|8270;2026-03-11\|39.55\|-1.57\|40.15\|40.50\|39.40\|7428;2026-03-12\|38.66\|-2.25\|39.74\|39.99\|38.36\|7502;2026-03-13\|37.89\|-1.99\|38.83\|38.97\|37.60\|5310;2026-03-16\|37.51\|-1.00\|37.68\|38.30\|36.92\|7625;2026-03-17\|35.91\|-4.27\|37.65\|37.97\|35.71\|9558;2026-03-18\|36.81\|2.51\|35.87\|36.81\|35.63\|6298;2026-03-19\|35.35\|-3.97\|36.24\|36.68\|35.11\|6143;2026-03-20\|34.49\|-2.43\|35.40\|36.04\|34.37\|9350;2026-03-23\|31.55\|-8.52\|33.99\|33.99\|31.01\|11817;2026-03-24\|33.53\|6.28\|32.92\|33.56\|31.62\|9887;2026-03-25\|34.17\|1.91\|33.69\|34.68\|33.53\|7190;2026-03-26\|33.13\|-3.04\|33.72\|34.48\|32.60\|6783;2026-03-27\|34.47\|4.04\|32.70\|34.64\|32.70\|10382;2026-03-30\|34.79\|0.93\|34.00\|34.85\|33.73\|6934;2026-03-31\|34.16\|-1.81\|34.49\|35.13\|33.85\|6111;2026-04-01\|34.60\|1.29\|34.76\|34.95\|34.20\|6732;2026-04-02\|33.97\|-1.82\|34.50\|35.05\|33.58\|7225;2026-04-03\|33.50\|-1.38\|33.93\|34.18\|32.88\|5307;2026-04-07\|34.19\|2.06\|33.35\|34.43\|33.02\|7331;2026-04-08\|35.95\|5.15\|34.99\|35.99\|34.84\|7794;2026-04-09\|35.19\|-2.11\|35.80\|36.16\|35.01\|7176;2026-04-10\|35.42\|0.65\|35.68\|36.04\|35.24\|5693;2026-04-13\|35.01\|-1.16\|35.44\|35.47\|34.59\|5898;2026-04-14\|35.00\|-0.03\|35.61\|35.85\|34.61\|6694;2026-04-15\|34.99\|-0.03\|35.17\|35.43\|34.81\|6133;2026-04-16\|35.64\|1.86\|35.05\|35.77\|34.62\|6903;2026-04-17\|35.81\|0.48\|35.63\|35.86\|35.35\|6042;2026-04-20\|36.40\|1.65\|35.81\|36.56\|35.46\|7050;2026-04-21\|35.82\|-1.59\|36.00\|36.39\|35.52\|5914;2026-04-22\|35.58\|-0.67\|36.00\|36.00\|35.30\|4634;2026-04-23\|34.48\|-3.09\|35.51\|35.53\|34.37\|6520;2026-04-24\|35.11\|1.83\|34.12\|35.36\|34.12\|6263;2026-04-27\|36.13\|2.91\|35.15\|36.38\|35.00\|7152;2026-04-28\|36.08\|-0.14\|36.10\|36.47\|35.51\|8011;2026-04-29\|36.65\|1.58\|36.00\|37.16\|35.52\|9923;2026-04-30\|36.73\|0.22\|36.35\|36.98\|36.35\|8148;2026-05-06\|35.91\|-2.23\|36.65\|37.20\|35.91\|14040;2026-05-07\|36.18\|0.75\|36.20\|36.96\|35.92\|13065;2026-05-08\|36.66\|1.33\|36.19\|36.85\|35.83\|9664;2026-05-11\|36.68\|0.05\|36.89\|37.17\|36.30\|11358;2026-05-12\|35.16\|-4.14\|36.66\|36.95\|34.97\|13160;2026-05-13\|35.75\|1.68\|34.96\|35.98\|34.96\|9500;2026-05-14\|35.60\|-0.42\|35.68\|36.18\|35.20\|8253;2026-05-15\|35.09\|-1.43\|35.49\|35.94\|34.71\|8123;2026-05-18\|36.22\|3.22\|34.88\|36.38\|34.88\|9120;2026-05-19\|36.31\|0.25\|36.32\|36.48\|35.50\|8927;2026-05-20\|35.98\|-0.91\|35.99\|36.42\|35.49\|8072;2026-05-21\|34.22\|-4.89\|35.98\|36.45\|34.18\|14282;2026-05-22\|36.06\|5.38\|34.23\|36.39\|33.65\|13864;2026-05-25\|35.92\|-0.39\|36.06\|37.42\|35.59\|12375;2026-05-26\|34.29\|-4.54\|36.02\|36.02\|33.58\|11129;2026-05-27\|32.77\|-4.43\|34.28\|34.28\|32.40\|13905;2026-05-28\|32.95\|0.55\|32.80\|33.29\|32.12\|8147;2026-05-29\|31.99\|-2.91\|33.00\|33.92\|31.72\|10819;2026-06-01\|33.00\|3.16\|31.70\|33.88\|31.33\|12368;2026-06-02\|34.06\|3.21\|32.89\|34.21\|31.77\|12782;2026-06-03\|34.96\|2.64\|34.05\|35.16\|33.41\|15250;2026-06-04\|40.13\|14.79\|35.13\|40.88\|34.50\|63755;2026-06-05\|48.16\|20.01\|40.67\|48.16\|40.67\|66277;2026-06-08\|46.29\|-3.88\|45.81\|52.89\|44.52\|76736;2026-06-09\|52.00\|12.34\|47.32\|54.27\|45.70\|65789;2026-06-10\|61.10\|17.50\|51.48\|62.26\|51.01\|69245;2026-06-11\|58.44\|-4.35\|57.43\|61.02\|55.00\|65365;2026-06-12\|60.27\|3.13\|57.86\|62.59\|55.50\|57570;2026-06-15\|61.80\|2.79\|59.45\|61.80\|56.01\|45529;2026-06-16\|70.12\|13.46\|61.00\|72.88\|57.12\|67367;2026-06-17\|66.57\|-5.06\|64.10\|68.50\|64.00\|45629;2026-06-18\|70.36\|5.69\|66.57\|72.69\|65.06\|39705;2026-06-22\|77.79\|10.56\|69.23\|78.78\|69.23\|37745;2026-06-23\|66.80\|-14.13\|77.00\|82.40\|65.50\|50371;2026-06-24\|73.50\|10.03\|66.00\|73.50\|62.00\|49263;2026-06-25\|68.98\|-6.15\|72.00\|75.60\|68.29\|42172;2026-06-26\|69.39\|0.59\|67.00\|70.00\|63.66\|30756;2026-06-29\|62.09\|-10.52\|71.00\|71.49\|60.08\|44736;2026-06-30\|64.55\|3.96\|62.80\|66.68\|62.01\|33333;2026-07-01\|68.00\|5.34\|65.19\|68.00\|62.80\|39697;2026-07-02\|57.00\|-16.18\|64.00\|64.00\|57.00\|48318;2026-07-03\|54.95\|-3.60\|57.00\|58.10\|54.05\|35425;2026-07-06\|52.54\|-4.39\|55.38\|56.28\|50.70\|34725;2026-07-07\|51.23\|-2.49\|51.88\|52.88\|49.09\|26669;2026-07-08\|49.78\|-2.83\|51.19\|52.46\|48.80\|20808;2026-07-09\|54.18\|8.84\|50.50\|54.28\|50.01\|31410;2026-07-10\|51.88\|-4.25\|55.15\|56.50\|51.88\|2429518
113744	长鑫存储过会	GPU投资+芯片布局+纸包装行业原因： 1、5月17日，长鑫科技恢复上市审核进程。5月19日，长江存储启动上市辅导备案。 2、AI算力需求爆发推动存储芯片进入“超级周期”。兴业证券5月9日研报指出，国产存储产业链有数倍扩产空间，从而为上游半导体设备材料带来极大的发展机遇。公司原因： 1、据2026年5月20日进展公告，公司与芯瞳半导体及其原股东已于5月19日正式签署Pre-B轮增资及股权转让协议，公司拟以5.5亿元取得芯瞳半导体22.9831%股权，标的公司专注高性能图形处理器芯片设计。 2、据2026年5月13日互动易，公司此前1.5亿元参股的浙江曲速科技专注AI大模型推理芯片，目前研发与市场拓展正常推进。 3、据2025年度报告，公司主营瓦楞纸箱、精品烟包、高端酒包等纸包装产品，是国内领先的纸包装综合解决方案供应商，生产基地已覆盖浙江、江苏、四川、湖北、新疆、贵州、海南等地。	公司与芯瞳半导体及其原股东已于5月19日正式签署Pre-B轮增资及股权转让协议，公司以5.5亿元取得芯瞳半导体22.9831%股权，标的公司是国内专注于通用高性能图形处理器芯片设计研发与销售的先驱企业	2026-03-03\|10.50\|-4.37\|11.02\|11.11\|10.41\|170497;2026-03-04\|10.43\|-0.67\|10.31\|10.66\|10.29\|93229;2026-03-05\|10.54\|1.05\|10.59\|10.71\|10.50\|86682;2026-03-06\|10.62\|0.76\|10.50\|10.77\|10.45\|131882;2026-03-09\|10.15\|-4.43\|10.47\|10.47\|9.81\|227122;2026-03-10\|10.17\|0.20\|10.11\|10.35\|10.01\|174321;2026-03-11\|10.03\|-1.38\|10.26\|10.26\|9.93\|147870;2026-03-12\|10.05\|0.20\|10.03\|10.17\|9.99\|113430;2026-03-13\|9.91\|-1.39\|10.11\|10.14\|9.87\|128438;2026-03-16\|9.95\|0.40\|9.94\|10.13\|9.76\|146528;2026-03-17\|10.05\|1.00\|9.96\|10.30\|9.96\|173166;2026-03-18\|11.06\|10.05\|10.03\|11.06\|10.02\|358435;2026-03-19\|12.17\|10.04\|12.17\|12.17\|12.17\|49106;2026-03-20\|13.39\|10.02\|13.39\|13.39\|13.39\|46402;2026-03-23\|14.73\|10.01\|14.73\|14.73\|13.11\|1670973;2026-03-24\|14.75\|0.14\|15.00\|15.43\|13.56\|1474710;2026-03-25\|15.00\|1.69\|14.99\|15.33\|14.08\|1114531;2026-03-26\|16.50\|10.00\|15.22\|16.50\|14.81\|1007493;2026-03-27\|15.63\|-5.27\|15.99\|16.47\|14.85\|1150724;2026-03-30\|16.12\|3.13\|14.37\|16.26\|14.07\|1039495;2026-03-31\|14.90\|-7.57\|15.83\|16.20\|14.73\|840771;2026-04-01\|16.39\|10.00\|15.28\|16.39\|15.28\|781118;2026-04-02\|16.17\|-1.34\|16.97\|17.92\|15.85\|1054056;2026-04-03\|14.89\|-7.92\|16.17\|16.39\|14.68\|829491;2026-04-07\|16.38\|10.01\|15.19\|16.38\|14.80\|653535;2026-04-08\|17.36\|5.98\|17.10\|17.69\|16.55\|1114413;2026-04-09\|18.16\|4.61\|16.89\|18.54\|16.20\|1132065;2026-04-10\|16.77\|-7.65\|17.96\|18.16\|16.72\|869102;2026-04-13\|16.99\|1.31\|16.15\|17.03\|15.59\|596374;2026-04-14\|16.40\|-3.47\|17.29\|17.29\|16.00\|643850;2026-04-15\|18.04\|10.00\|18.04\|18.04\|18.04\|210358;2026-04-16\|19.84\|9.98\|19.00\|19.84\|18.66\|1582411;2026-04-17\|19.25\|-2.97\|19.38\|20.80\|18.80\|1339271;2026-04-20\|19.09\|-0.83\|19.20\|19.88\|18.48\|1054443;2026-04-21\|19.55\|2.41\|19.52\|19.85\|17.83\|1206382;2026-04-22\|18.59\|-4.91\|19.00\|19.19\|18.25\|889897;2026-04-23\|18.56\|-0.16\|18.83\|20.00\|18.30\|837308;2026-04-24\|16.70\|-10.02\|17.71\|17.82\|16.70\|953506;2026-04-27\|16.48\|-1.32\|16.87\|17.50\|16.23\|619180;2026-04-28\|15.12\|-8.25\|16.00\|16.19\|15.00\|724236;2026-04-29\|15.62\|3.31\|14.99\|15.72\|14.95\|496177;2026-04-30\|17.18\|9.99\|15.60\|17.18\|15.60\|695250;2026-05-06\|17.58\|2.33\|17.09\|17.84\|16.85\|765271;2026-05-07\|17.20\|-2.16\|17.41\|17.85\|17.08\|644825;2026-05-08\|16.97\|-1.34\|17.09\|17.16\|16.60\|407907;2026-05-11\|17.00\|0.18\|16.97\|17.39\|16.39\|512936;2026-05-12\|16.75\|-1.47\|17.18\|17.18\|16.50\|297591;2026-05-13\|16.65\|-0.60\|16.49\|17.05\|16.28\|334483;2026-05-14\|15.95\|-4.20\|16.52\|16.85\|15.84\|352845;2026-05-15\|15.55\|-2.51\|15.93\|16.08\|15.36\|276779;2026-05-18\|15.62\|0.45\|15.28\|15.77\|15.06\|231592;2026-05-19\|16.09\|3.01\|15.49\|16.48\|15.18\|359765;2026-05-20\|17.70\|10.01\|16.95\|17.70\|16.50\|518361;2026-05-21\|16.77\|-5.25\|17.64\|17.87\|16.68\|753787;2026-05-22\|16.23\|-3.22\|16.84\|17.08\|16.11\|431346;2026-05-25\|16.07\|-0.99\|16.25\|16.96\|16.00\|349398;2026-05-26\|15.89\|-1.12\|16.00\|16.25\|15.31\|304946;2026-05-27\|16.13\|1.51\|15.75\|16.40\|15.23\|379426;2026-05-28\|15.95\|-1.12\|16.60\|16.65\|15.11\|429209;2026-05-29\|15.61\|-2.13\|15.80\|16.66\|15.40\|339453;2026-06-01\|16.26\|4.16\|15.40\|16.70\|15.38\|379741;2026-06-02\|17.89\|10.02\|16.06\|17.89\|16.02\|806652;2026-06-03\|18.90\|5.65\|17.85\|19.30\|17.51\|827563;2026-06-04\|18.50\|-2.12\|18.50\|18.95\|18.20\|430841;2026-06-05\|18.70\|1.08\|18.80\|19.56\|18.44\|575907;2026-06-08\|18.24\|-2.46\|17.95\|18.96\|17.84\|369473;2026-06-09\|17.44\|-4.39\|18.32\|18.40\|16.83\|418775;2026-06-10\|19.18\|9.98\|17.43\|19.18\|16.80\|617450;2026-06-11\|19.00\|-0.94\|19.11\|19.67\|18.50\|586291;2026-06-12\|18.38\|-3.26\|19.00\|19.13\|17.77\|474452;2026-06-15\|18.55\|0.92\|18.44\|18.70\|18.15\|336944;2026-06-16\|18.13\|-2.26\|18.23\|18.45\|17.83\|369165;2026-06-17\|18.45\|1.76\|18.28\|18.78\|17.44\|536188;2026-06-18\|19.45\|5.42\|18.15\|19.80\|17.81\|664983;2026-06-22\|19.59\|0.93\|19.08\|19.95\|17.89\|700658;2026-06-23\|18.40\|-6.07\|19.04\|19.38\|18.08\|445298;2026-06-24\|17.95\|-2.45\|18.00\|18.20\|17.23\|318453;2026-06-25\|17.10\|-4.74\|18.08\|18.15\|17.10\|334047;2026-06-26\|18.81\|10.00\|17.98\|18.81\|17.75\|480913;2026-06-29\|20.35\|8.19\|18.36\|20.69\|18.30\|1111110;2026-06-30\|20.29\|-0.29\|20.26\|20.35\|18.70\|752054;2026-07-01\|20.92\|3.10\|20.56\|21.73\|20.16\|526950;2026-07-02\|19.79\|-5.40\|20.40\|21.64\|19.62\|428557;2026-07-03\|18.90\|-4.50\|19.82\|19.84\|18.83\|385821;2026-07-06\|17.97\|-4.92\|18.99\|19.50\|17.85\|331475;2026-07-07\|16.81\|-6.46\|18.25\|18.53\|16.60\|376895;2026-07-08\|16.13\|-4.05\|16.80\|16.90\|15.86\|304305;2026-07-09\|16.83\|4.34\|16.08\|16.92\|15.48\|384838;2026-07-10\|15.18\|-9.80\|16.18\|16.70\|15.17\|435996
113743	长鑫存储过会	存储芯片+电子雷管+低空经济行业原因： 1、5月17日，长鑫科技恢复上市审核进程。5月19日，长江存储启动上市辅导备案。 2、AI算力需求爆发推动存储芯片进入“超级周期”。兴业证券5月9日研报指出，国产存储产业链有数倍扩产空间，从而为上游半导体设备材料带来极大的发展机遇。公司原因： 1、据2026年4月25日年报，公司拥有芯片超低功耗设计、抗干扰设计、抗振动冲击和大规模组网等核心技术，针对不同爆破应用场景开发出一系列专用电子控制模块产品。据2026年3月19日互动易，公司存储芯片相关产品EEPROM已实现量产，目前仅供内部产品方案使用，暂不直接对外销售。 2、据2026年4月25日年报，公司深耕民用爆破器材，电子雷管控制模块市占率连续三年高于20%，产品覆盖矿山、勘探、油气等场景。 3、据2026年4月25日年报，公司前瞻布局低空经济，打造“区域低空运营样板点”，切入国家新兴支柱产业。	公司是一家具备高性能、超低功耗芯片设计能力的企业，依托自研数模混合芯片开发电子控制模块，其子公司上海先积集成电路在精密放大器等芯片领域有技术突破，产品应用于汽车、扫地机器人等领域	2026-03-03\|36.27\|-5.55\|38.59\|38.74\|36.23\|19718;2026-03-04\|36.39\|0.33\|35.91\|36.73\|35.80\|12399;2026-03-05\|37.56\|3.22\|36.98\|37.75\|36.98\|14314;2026-03-06\|37.75\|0.51\|37.44\|37.85\|37.26\|8512;2026-03-09\|37.68\|-0.19\|37.20\|38.10\|36.90\|10831;2026-03-10\|38.91\|3.26\|38.05\|39.08\|38.00\|14304;2026-03-11\|38.94\|0.08\|38.92\|39.19\|38.53\|13880;2026-03-12\|39.68\|1.90\|38.98\|39.81\|38.66\|19746;2026-03-13\|38.88\|-2.02\|39.70\|39.90\|38.60\|23344;2026-03-16\|39.23\|0.90\|38.88\|39.26\|38.58\|14523;2026-03-17\|38.19\|-2.65\|39.29\|39.50\|37.88\|16606;2026-03-18\|38.24\|0.13\|38.25\|38.40\|37.68\|11927;2026-03-19\|37.85\|-1.02\|37.90\|38.17\|37.50\|11482;2026-03-20\|37.20\|-1.72\|37.84\|38.37\|36.92\|17361;2026-03-23\|34.28\|-7.85\|36.50\|36.74\|33.61\|24443;2026-03-24\|35.10\|2.39\|34.80\|35.33\|34.00\|19600;2026-03-25\|35.62\|1.48\|35.19\|36.09\|35.19\|11656;2026-03-26\|34.69\|-2.61\|35.69\|35.82\|34.45\|8933;2026-03-27\|35.25\|1.61\|34.25\|35.28\|34.20\|8496;2026-03-30\|36.05\|2.27\|34.79\|36.53\|34.68\|16470;2026-03-31\|36.56\|1.41\|36.05\|38.12\|35.86\|18765;2026-04-01\|37.16\|1.64\|37.50\|37.50\|36.61\|9835;2026-04-02\|37.26\|0.27\|37.02\|38.08\|37.02\|15747;2026-04-03\|36.86\|-1.07\|37.26\|37.50\|36.29\|11431;2026-04-07\|37.67\|2.20\|37.00\|38.05\|36.88\|9112;2026-04-08\|38.61\|2.50\|38.25\|38.76\|37.78\|16774;2026-04-09\|38.51\|-0.26\|38.50\|38.88\|38.28\|14039;2026-04-10\|39.08\|1.48\|38.72\|39.47\|38.51\|17677;2026-04-13\|39.74\|1.69\|38.96\|40.19\|38.50\|25890;2026-04-14\|39.81\|0.18\|40.18\|40.18\|39.26\|14232;2026-04-15\|39.25\|-1.41\|39.83\|40.28\|39.23\|13283;2026-04-16\|39.73\|1.22\|39.24\|40.17\|38.90\|16760;2026-04-17\|42.79\|7.70\|39.73\|43.70\|39.50\|87616;2026-04-20\|41.68\|-2.59\|41.80\|42.10\|40.53\|59139;2026-04-21\|41.45\|-0.55\|41.37\|41.49\|40.86\|23865;2026-04-22\|42.09\|1.54\|40.33\|42.59\|40.33\|22579;2026-04-23\|42.12\|0.07\|42.08\|43.40\|41.88\|31379;2026-04-24\|42.07\|-0.12\|42.15\|42.77\|41.40\|19981;2026-04-27\|42.32\|0.59\|41.65\|42.75\|41.65\|24122;2026-04-28\|41.40\|-2.17\|42.02\|42.11\|40.80\|21720;2026-04-29\|41.14\|-0.63\|40.00\|41.79\|40.00\|14727;2026-04-30\|45.25\|9.99\|40.99\|45.25\|40.99\|61482;2026-05-06\|45.31\|0.13\|46.77\|47.30\|45.31\|103744;2026-05-07\|46.49\|2.60\|45.53\|48.26\|44.45\|89869;2026-05-08\|47.71\|2.62\|46.00\|48.88\|45.55\|83377;2026-05-11\|47.99\|0.59\|47.73\|49.44\|47.20\|73202;2026-05-12\|46.82\|-2.44\|47.55\|47.88\|46.65\|48500;2026-05-13\|46.63\|-0.41\|47.01\|47.30\|45.60\|34136;2026-05-14\|48.88\|4.83\|46.75\|49.68\|46.20\|68389;2026-05-15\|47.94\|-1.92\|48.40\|49.33\|47.10\|46543;2026-05-18\|47.96\|0.04\|46.93\|48.68\|46.51\|31014;2026-05-19\|47.91\|-0.10\|47.50\|48.35\|46.00\|32055;2026-05-20\|52.70\|10.00\|47.55\|52.70\|47.03\|67539;2026-05-21\|50.96\|-3.30\|51.51\|53.98\|50.20\|67688;2026-05-22\|52.62\|3.26\|50.90\|53.90\|50.90\|68960;2026-05-25\|54.51\|3.59\|52.59\|55.00\|49.99\|76139;2026-05-26\|53.79\|-1.32\|52.74\|54.65\|51.68\|53434;2026-05-27\|51.12\|-4.96\|52.01\|53.48\|51.10\|51779;2026-05-28\|52.86\|3.40\|49.83\|53.65\|49.50\|50055;2026-05-29\|48.80\|-7.68\|52.27\|53.00\|48.30\|50077;2026-06-01\|46.36\|-5.00\|48.75\|49.50\|46.11\|38221;2026-06-02\|48.25\|4.08\|46.60\|48.80\|46.01\|38324;2026-06-03\|49.52\|2.63\|47.88\|51.33\|47.00\|50935;2026-06-04\|48.16\|-2.75\|48.97\|49.65\|47.84\|25687;2026-06-05\|47.19\|-2.01\|47.50\|48.81\|45.79\|28265;2026-06-08\|44.16\|-6.42\|44.80\|46.73\|43.15\|29999;2026-06-09\|45.46\|2.94\|46.00\|46.25\|44.30\|21711;2026-06-10\|50.01\|10.01\|45.30\|50.01\|44.89\|42986;2026-06-11\|50.90\|1.78\|50.25\|52.88\|49.84\|62760;2026-06-12\|49.85\|-2.06\|51.40\|52.40\|49.11\|37519;2026-06-15\|49.73\|-0.24\|49.29\|50.02\|48.02\|36483;2026-06-16\|48.99\|-1.49\|49.40\|50.00\|48.52\|32671;2026-06-17\|49.76\|1.57\|48.24\|51.20\|47.49\|38666;2026-06-18\|49.49\|-0.54\|49.98\|50.25\|48.90\|29874;2026-06-22\|48.90\|-1.19\|49.00\|49.70\|46.10\|41529;2026-06-23\|48.66\|-0.49\|48.75\|50.36\|47.87\|30743;2026-06-24\|49.03\|0.76\|48.24\|50.30\|46.88\|35956;2026-06-25\|47.31\|-3.51\|48.46\|49.47\|46.71\|32815;2026-06-26\|45.16\|-4.54\|47.01\|47.60\|44.60\|29415;2026-06-29\|47.93\|6.13\|44.96\|48.40\|43.31\|44083;2026-06-30\|49.16\|2.57\|47.79\|49.84\|46.70\|42838;2026-07-01\|50.40\|2.52\|48.99\|52.19\|48.51\|49400;2026-07-02\|49.66\|-1.47\|49.00\|52.74\|47.69\|52237;2026-07-03\|46.28\|-6.81\|49.38\|49.66\|46.21\|39175;2026-07-06\|50.91\|10.00\|47.38\|50.91\|44.12\|53299;2026-07-07\|49.20\|-3.36\|51.45\|51.45\|48.51\|55275;2026-07-08\|47.89\|-2.66\|48.96\|50.88\|45.30\|39252;2026-07-09\|49.00\|2.32\|47.99\|49.38\|46.00\|42570;2026-07-10\|45.50\|-6.95\|48.96\|49.49\|45.50\|39608
113742	长鑫存储过会	硅光+半导体+金刚石+轨交减振降噪 1、据2026年6月11日公告，公司收购苏州晶禧半导体100%股权事项已完成工商变更登记，晶禧半导体成为公司全资子公司并纳入合并报表范围。晶禧半导体聚焦高精度激光隐切技术在硅光芯片制造中的关键应用，核心业务包括激光隐形切割与AOI检测、分选等，已成功导入800G/1.6T光模块产线。 2、据2026年3月28日公告，公司拟与通用半导体合资设立公司，在北京建设“晶圆级金刚石半导体基板产业基地”，开展第四代半导体材料金刚石的研发、制造及产业化应用，布局契合国家战略的蓝海市场。 3、据2025年年度报告及2026年5月18日互动易，公司主营轨道交通减振降噪，钢弹簧浮置板道床隔振技术打破外资垄断；同时深化声纹数字化监测战略，打造“光纤传感+声纹识别”的数字化监测闭环，构建覆盖“感知—传输—分析—决策”全链条的智能监测生态。	1、轨道交通减振降噪行业龙头，拟4.15亿元收购晶禧半导体； 2、公司成立通创九州金刚石提前布局契合国家战略的功能性金刚石蓝海市场	2026-03-03\|25.14\|-5.49\|26.31\|26.58\|24.80\|38817;2026-03-04\|25.68\|2.15\|24.76\|25.97\|24.04\|23500;2026-03-05\|26.17\|1.91\|25.68\|27.02\|25.68\|33600;2026-03-06\|25.16\|-3.86\|26.25\|27.31\|24.99\|63479;2026-03-09\|25.80\|2.54\|25.18\|26.39\|23.92\|59613;2026-03-10\|26.55\|2.91\|26.74\|26.76\|25.57\|31032;2026-03-11\|25.01\|-5.80\|26.55\|26.68\|25.01\|37359;2026-03-12\|24.50\|-2.04\|25.01\|25.34\|24.08\|46724;2026-03-13\|24.30\|-0.82\|24.12\|25.08\|23.78\|30024;2026-03-16\|23.42\|-3.62\|24.29\|25.04\|23.00\|37101;2026-03-17\|23.21\|-0.90\|23.43\|23.99\|22.81\|34731;2026-03-18\|25.76\|10.99\|22.91\|25.90\|22.91\|49165;2026-03-19\|24.35\|-5.47\|25.81\|25.81\|23.80\|41684;2026-03-20\|24.61\|1.07\|24.13\|26.12\|24.13\|41989;2026-03-23\|22.92\|-6.87\|24.50\|24.50\|22.30\|44357;2026-03-24\|25.82\|12.65\|22.94\|25.82\|22.94\|78025;2026-03-25\|26.25\|1.67\|25.89\|27.08\|25.60\|38382;2026-03-26\|26.15\|-0.38\|26.34\|26.86\|25.84\|42967;2026-03-27\|28.73\|9.87\|26.14\|29.20\|25.50\|68158;2026-03-30\|26.82\|-6.65\|26.78\|30.17\|22.98\|180320;2026-03-31\|24.70\|-7.90\|26.31\|26.32\|24.07\|85073;2026-04-01\|24.82\|0.49\|24.33\|25.80\|24.01\|66343;2026-04-02\|26.08\|5.08\|24.50\|26.68\|24.47\|78727;2026-04-03\|31.30\|20.02\|27.81\|31.30\|26.15\|211293;2026-04-07\|33.51\|7.06\|31.20\|34.37\|29.68\|191553;2026-04-08\|40.21\|19.99\|34.18\|40.21\|34.18\|146299;2026-04-09\|39.70\|-1.27\|41.25\|43.99\|38.71\|259093;2026-04-10\|40.50\|2.02\|38.90\|41.60\|38.00\|186253;2026-04-13\|44.30\|9.38\|40.49\|44.37\|38.80\|151033;2026-04-14\|42.81\|-3.36\|44.31\|45.98\|42.05\|136730;2026-04-15\|42.01\|-1.87\|41.56\|43.66\|41.10\|100643;2026-04-16\|43.32\|3.12\|42.13\|43.79\|40.64\|119686;2026-04-17\|43.50\|0.42\|44.03\|49.58\|43.15\|151453;2026-04-20\|43.14\|-0.83\|44.36\|46.34\|41.00\|141681;2026-04-21\|45.68\|5.89\|42.80\|47.56\|41.20\|144398;2026-04-22\|47.55\|4.09\|44.80\|49.69\|43.80\|140662;2026-04-23\|44.75\|-5.89\|46.98\|48.59\|44.10\|122399;2026-04-24\|44.63\|-0.27\|43.94\|46.80\|43.41\|105906;2026-04-27\|48.00\|7.55\|44.32\|49.60\|43.06\|135087;2026-04-28\|48.30\|0.62\|48.50\|50.00\|47.20\|153894;2026-04-29\|54.20\|12.22\|48.00\|55.58\|47.47\|152030;2026-04-30\|55.20\|1.84\|54.30\|56.91\|52.58\|126943;2026-05-06\|56.10\|1.63\|56.65\|57.59\|52.02\|132403;2026-05-07\|59.96\|6.88\|55.09\|61.68\|53.00\|141146;2026-05-08\|63.99\|6.72\|58.49\|64.71\|58.49\|109900;2026-05-11\|63.42\|-0.89\|65.27\|67.00\|61.87\|107776;2026-05-12\|60.39\|-4.78\|63.42\|63.87\|60.18\|82169;2026-05-13\|59.30\|-1.80\|59.89\|60.58\|57.11\|89930;2026-05-14\|59.21\|-0.15\|60.71\|62.88\|58.58\|76925;2026-05-15\|56.18\|-5.12\|58.83\|60.66\|53.58\|110600;2026-05-18\|54.39\|-3.19\|55.50\|57.53\|53.72\|78931;2026-05-19\|55.55\|2.13\|54.99\|57.86\|52.62\|92203;2026-05-20\|59.80\|7.65\|54.63\|60.00\|52.00\|107880;2026-05-21\|54.86\|-8.26\|61.00\|61.00\|54.66\|101945;2026-05-22\|56.05\|2.17\|55.00\|58.91\|54.00\|76884;2026-05-25\|55.19\|-1.53\|56.50\|56.97\|50.13\|100421;2026-05-26\|58.76\|6.47\|55.00\|59.40\|52.88\|88532;2026-05-27\|54.21\|-7.74\|58.00\|59.96\|53.94\|80920;2026-05-28\|55.89\|3.10\|53.25\|56.86\|53.09\|60234;2026-05-29\|53.31\|-4.62\|56.00\|61.19\|52.90\|85591;2026-06-01\|50.65\|-4.99\|52.92\|53.55\|50.00\|58910;2026-06-02\|52.73\|4.11\|50.35\|54.69\|49.00\|58703;2026-06-03\|54.98\|4.27\|54.00\|57.50\|51.60\|89311;2026-06-04\|52.60\|-4.33\|53.70\|55.70\|50.50\|70428;2026-06-05\|52.20\|-0.76\|51.85\|54.39\|50.10\|50969;2026-06-08\|46.64\|-10.65\|50.00\|51.00\|46.47\|65274;2026-06-09\|47.36\|1.54\|48.00\|48.50\|45.88\|52765;2026-06-10\|56.83\|20.00\|47.35\|56.83\|44.78\|129758;2026-06-11\|52.41\|-7.78\|55.82\|55.88\|51.60\|103887;2026-06-12\|48.80\|-6.89\|52.70\|54.60\|48.73\|68017;2026-06-15\|51.13\|4.77\|49.28\|51.88\|48.01\|58550;2026-06-16\|52.14\|1.98\|50.96\|52.50\|50.05\|56585;2026-06-17\|56.58\|8.52\|51.50\|56.99\|51.50\|82050;2026-06-18\|67.90\|20.01\|57.88\|67.90\|56.71\|131170;2026-06-22\|72.27\|6.44\|71.47\|73.00\|67.99\|118735;2026-06-23\|69.99\|-3.15\|72.87\|74.00\|69.00\|98165;2026-06-24\|70.20\|0.30\|70.00\|71.00\|66.81\|69671;2026-06-25\|67.06\|-4.47\|70.20\|71.96\|66.83\|73182;2026-06-26\|62.91\|-6.19\|65.80\|65.99\|62.00\|58435;2026-06-29\|61.15\|-2.80\|62.21\|63.22\|58.00\|54110;2026-06-30\|64.06\|4.76\|61.00\|64.50\|59.62\|53101;2026-07-01\|65.01\|1.48\|65.27\|68.88\|63.31\|63350;2026-07-02\|61.62\|-5.21\|63.39\|66.98\|61.00\|52418;2026-07-03\|60.66\|-1.56\|61.62\|64.36\|60.20\|37516;2026-07-06\|61.46\|1.32\|60.73\|64.96\|60.50\|47266;2026-07-07\|56.98\|-7.29\|61.71\|61.99\|55.01\|65437;2026-07-08\|50.51\|-11.35\|56.90\|56.99\|50.49\|62030;2026-07-09\|52.36\|3.66\|51.52\|52.68\|48.50\|56296;2026-07-10\|52.13\|-0.44\|53.00\|55.24\|51.95\|4778441
113741	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
113740	长鑫存储过会	半导体靶材+存储芯片+央企行业原因：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17日公告，公司向特定对象发行股票申请已获上海证券交易所审核通过，募集说明书等文件已更新披露。 2、据2026年5月27日互动易，公司控股子公司有研亿金是长江存储、长鑫存储的靶材供应商。 3、据2025年年报，AI算力需求爆发式增长带动公司靶材销售收入同比增长超过50%，全年107款新产品通过验证实现批量销售，重点推进12英寸高端靶材在先进制程领域的应用渗透。 4、据2025年年报，公司最终控制人为国务院国有资产监督管理委员会，具备央企背景。	控股子公司为长江存储、长鑫存储靶材供应商	2026-03-03\|24.14\|-6.25\|25.60\|25.89\|23.98\|680718;2026-03-04\|24.02\|-0.50\|23.71\|24.78\|23.55\|480082;2026-03-05\|23.84\|-0.75\|24.55\|24.63\|23.59\|396508;2026-03-06\|23.46\|-1.59\|23.64\|23.95\|23.40\|301671;2026-03-09\|22.95\|-2.17\|22.98\|23.13\|21.96\|408237;2026-03-10\|23.49\|2.35\|23.36\|23.65\|23.01\|318395;2026-03-11\|23.12\|-1.58\|23.53\|23.90\|23.06\|302531;2026-03-12\|22.60\|-2.25\|23.10\|23.16\|22.35\|259773;2026-03-13\|22.07\|-2.35\|22.42\|22.68\|22.03\|227053;2026-03-16\|22.18\|0.50\|22.00\|22.20\|21.40\|305066;2026-03-17\|21.26\|-4.15\|22.34\|22.37\|21.23\|273508;2026-03-18\|21.48\|1.03\|21.37\|21.55\|21.10\|205011;2026-03-19\|20.86\|-2.89\|21.07\|21.13\|20.76\|224076;2026-03-20\|20.64\|-1.05\|21.23\|21.44\|20.60\|231952;2026-03-23\|19.10\|-7.46\|20.19\|20.23\|18.99\|349585;2026-03-24\|19.60\|2.62\|19.48\|19.67\|18.81\|265026;2026-03-25\|20.42\|4.18\|19.86\|20.67\|19.85\|355671;2026-03-26\|20.05\|-1.81\|20.38\|20.47\|19.95\|202862;2026-03-27\|20.86\|4.04\|19.50\|20.98\|19.48\|338812;2026-03-30\|21.10\|1.15\|20.41\|21.25\|20.40\|296118;2026-03-31\|20.48\|-2.94\|20.92\|20.99\|20.43\|225677;2026-04-01\|20.64\|0.78\|20.89\|20.95\|20.50\|179793;2026-04-02\|20.09\|-2.66\|20.50\|20.60\|19.92\|180645;2026-04-03\|20.28\|0.95\|20.08\|20.60\|19.89\|214295;2026-04-07\|20.30\|0.10\|20.32\|20.56\|20.12\|159756;2026-04-08\|21.31\|4.98\|20.75\|21.34\|20.68\|336851;2026-04-09\|21.36\|0.23\|21.01\|21.48\|20.90\|309812;2026-04-10\|21.75\|1.83\|21.70\|22.20\|21.59\|400139;2026-04-13\|22.63\|4.05\|21.71\|22.77\|21.71\|472916;2026-04-14\|22.78\|0.66\|22.65\|22.89\|22.28\|454687;2026-04-15\|22.06\|-3.16\|22.85\|22.85\|21.95\|441117;2026-04-16\|22.33\|1.22\|21.92\|22.38\|21.78\|300590;2026-04-17\|23.29\|4.30\|22.32\|24.10\|22.25\|578246;2026-04-20\|25.62\|10.00\|23.67\|25.62\|23.58\|1073308;2026-04-21\|24.88\|-2.89\|25.16\|25.53\|24.70\|852011;2026-04-22\|26.80\|7.72\|24.71\|27.30\|24.70\|1116770;2026-04-23\|25.95\|-3.17\|26.82\|27.54\|25.82\|927279;2026-04-24\|26.62\|2.58\|25.73\|27.17\|25.26\|997848;2026-04-27\|26.70\|0.30\|26.90\|27.75\|26.31\|1108219;2026-04-28\|26.63\|-0.26\|26.52\|27.40\|25.75\|887390;2026-04-29\|26.83\|0.75\|26.51\|27.08\|26.19\|632094;2026-04-30\|27.37\|2.01\|26.65\|27.58\|26.65\|881294;2026-05-06\|28.08\|2.59\|28.36\|29.29\|28.03\|1181783;2026-05-07\|29.33\|4.45\|28.29\|29.84\|28.10\|910621;2026-05-08\|30.40\|3.65\|28.60\|31.59\|28.51\|1017690;2026-05-11\|32.87\|8.12\|31.30\|33.44\|31.13\|1302337;2026-05-12\|31.92\|-2.89\|32.87\|32.87\|30.49\|961029;2026-05-13\|31.12\|-2.51\|30.99\|31.92\|30.65\|985116;2026-05-14\|32.29\|3.76\|31.21\|33.42\|30.68\|1292043;2026-05-15\|30.58\|-5.30\|31.98\|32.90\|30.20\|1056797;2026-05-18\|30.62\|0.13\|30.48\|31.81\|30.20\|778212;2026-05-19\|30.61\|-0.03\|30.38\|30.66\|29.53\|669777;2026-05-20\|30.78\|0.56\|30.32\|31.28\|30.18\|674843;2026-05-21\|28.92\|-6.04\|31.48\|31.99\|28.75\|855281;2026-05-22\|29.76\|2.90\|29.00\|30.10\|29.00\|679149;2026-05-25\|30.38\|2.08\|30.21\|30.40\|29.03\|684777;2026-05-26\|29.10\|-4.21\|29.99\|30.00\|28.60\|557714;2026-05-27\|28.13\|-3.33\|29.33\|29.60\|28.01\|548774;2026-05-28\|30.94\|9.99\|28.87\|30.94\|28.50\|1144002;2026-05-29\|28.50\|-7.89\|31.00\|31.60\|28.26\|1016575;2026-06-01\|27.27\|-4.32\|28.50\|28.77\|27.23\|590366;2026-06-02\|27.87\|2.20\|27.59\|28.32\|26.76\|471853;2026-06-03\|29.16\|4.63\|27.80\|30.39\|27.80\|784190;2026-06-04\|29.45\|0.99\|28.58\|29.67\|28.57\|537677;2026-06-05\|29.22\|-0.78\|28.80\|30.36\|28.51\|652190;2026-06-08\|27.75\|-5.03\|27.76\|29.19\|27.49\|541519;2026-06-09\|29.31\|6.00\|28.06\|29.34\|27.24\|582793;2026-06-10\|32.24\|10.00\|28.70\|32.24\|28.70\|1148937;2026-06-11\|34.24\|6.20\|32.43\|35.10\|32.08\|1782000;2026-06-12\|32.99\|-3.65\|35.70\|36.07\|32.45\|1759959;2026-06-15\|35.55\|7.76\|33.18\|35.55\|32.12\|1398256;2026-06-16\|39.11\|10.01\|35.26\|39.11\|35.01\|855289;2026-06-17\|39.79\|1.74\|38.81\|40.78\|38.40\|1675236;2026-06-18\|42.51\|6.84\|38.79\|43.51\|38.79\|1335872;2026-06-22\|46.76\|10.00\|45.22\|46.76\|44.96\|774099;2026-06-23\|48.35\|3.40\|49.01\|50.67\|46.46\|1607867;2026-06-24\|51.76\|7.05\|47.00\|52.22\|45.05\|1537734;2026-06-25\|56.16\|8.50\|51.26\|56.90\|49.80\|1369640;2026-06-26\|60.76\|8.19\|56.15\|61.63\|54.80\|1443577;2026-06-29\|66.27\|9.07\|58.98\|66.29\|57.60\|1557780;2026-06-30\|66.60\|0.50\|64.52\|69.40\|59.66\|1448754;2026-07-01\|59.94\|-10.00\|64.00\|69.00\|59.94\|1433477;2026-07-02\|57.81\|-3.55\|53.95\|62.77\|53.95\|1427400;2026-07-03\|54.30\|-6.07\|57.00\|58.33\|53.47\|1295548;2026-07-06\|50.89\|-6.28\|55.33\|55.99\|50.53\|1097054;2026-07-07\|55.98\|10.00\|51.59\|55.98\|50.46\|833797;2026-07-08\|53.98\|-3.57\|57.80\|59.95\|53.20\|1391207;2026-07-09\|59.38\|10.00\|55.25\|59.38\|53.80\|1318474;2026-07-10\|60.00\|1.04\|62.00\|64.13\|59.67\|1611161
113739	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
113738	长鑫存储过会	定增获批+存储芯片+先进封装行业原因： 1、据上海证券报1月28日报道，三星、SK海力士、中微半导、国科微等芯片厂同步宣布大幅涨价，存储、MCU、Nor flash全线提价，供需缺口扩大。 2、上海证券报同日指出，AI服务器出货量预期增长28%，先进制程与先进封装产能紧张，推动半导体产业链“量价齐升”。公司原因： 1、据2026年1月17日公告，公司向特定对象发行股票申请获证监会注册批复，拟募资不超1.59亿元全部补流，实控人梁大钟、白瑛及其关联方全额认购，彰显信心。 2、据2025年半年度报告，公司主营半导体封装测试，是华南地区规模最大的内资封测企业之一，掌握5G基站GaN射频功放、高密度大矩阵、碳化硅MOSFET等先进封装技术。 3、据2023年6月21日互动易，公司具备存储类芯片封装测试业务，并关注AI领域动态，积极布局新兴应用。	华南地区规模最大的内资集成电路封装测试企业之一，国内封测第二梯队	2026-03-03\|30.94\|-6.58\|32.91\|33.45\|30.52\|39065;2026-03-04\|30.80\|-0.45\|30.00\|31.56\|30.00\|22101;2026-03-05\|31.10\|0.97\|31.44\|31.86\|30.73\|19663;2026-03-06\|31.23\|0.42\|30.88\|31.65\|30.67\|19867;2026-03-09\|30.68\|-1.76\|30.20\|31.01\|29.50\|28008;2026-03-10\|32.20\|4.95\|31.20\|32.44\|31.06\|25291;2026-03-11\|31.30\|-2.79\|32.15\|32.86\|31.10\|22537;2026-03-12\|29.86\|-4.60\|31.07\|31.35\|29.66\|31778;2026-03-13\|29.85\|-0.03\|29.86\|30.94\|29.64\|20352;2026-03-16\|30.53\|2.28\|29.86\|30.97\|29.19\|24817;2026-03-17\|29.36\|-3.83\|30.49\|30.63\|29.20\|22129;2026-03-18\|30.38\|3.47\|29.88\|30.38\|29.62\|16589;2026-03-19\|29.30\|-3.56\|29.82\|30.17\|29.17\|20715;2026-03-20\|28.30\|-3.41\|29.28\|29.93\|28.28\|20058;2026-03-23\|25.93\|-8.37\|27.37\|27.99\|25.77\|36237;2026-03-24\|27.46\|5.90\|26.97\|27.47\|26.15\|22026;2026-03-25\|27.89\|1.57\|27.00\|28.58\|27.00\|20623;2026-03-26\|26.63\|-4.52\|27.99\|27.99\|26.45\|21868;2026-03-27\|27.25\|2.33\|26.58\|27.84\|26.00\|21729;2026-03-30\|27.61\|1.32\|26.53\|27.80\|26.29\|19126;2026-03-31\|26.90\|-2.57\|27.60\|28.11\|26.90\|18347;2026-04-01\|27.59\|2.57\|28.20\|28.70\|27.19\|20407;2026-04-02\|26.66\|-3.37\|27.56\|28.10\|26.65\|22644;2026-04-03\|26.34\|-1.20\|27.22\|27.50\|26.34\|20592;2026-04-07\|26.91\|2.16\|26.46\|27.74\|26.46\|20030;2026-04-08\|28.76\|6.87\|27.48\|28.77\|27.48\|20498;2026-04-09\|28.48\|-0.97\|28.55\|29.01\|28.27\|21389;2026-04-10\|28.38\|-0.35\|28.64\|29.13\|28.32\|17980;2026-04-13\|28.51\|0.46\|28.40\|29.25\|28.11\|25305;2026-04-14\|29.02\|1.79\|28.83\|29.26\|28.64\|21429;2026-04-15\|28.69\|-1.14\|29.02\|29.50\|28.60\|20012;2026-04-16\|29.49\|2.79\|28.99\|29.78\|28.64\|25614;2026-04-17\|29.33\|-0.54\|29.97\|29.97\|29.27\|17139;2026-04-20\|29.03\|-1.02\|29.17\|29.70\|29.03\|16692;2026-04-21\|28.72\|-1.07\|29.08\|29.11\|28.33\|16792;2026-04-22\|29.27\|1.92\|28.64\|29.41\|28.64\|19139;2026-04-23\|28.26\|-3.45\|29.30\|29.69\|28.01\|19657;2026-04-24\|28.35\|0.32\|28.03\|28.84\|27.83\|29930;2026-04-27\|29.74\|4.90\|28.07\|29.80\|28.00\|23233;2026-04-28\|28.31\|-4.81\|29.42\|29.66\|28.02\|34909;2026-04-29\|28.79\|1.70\|28.22\|29.20\|28.01\|28372;2026-04-30\|30.64\|6.43\|29.29\|31.49\|28.82\|53496;2026-05-06\|31.76\|3.66\|31.05\|32.38\|31.00\|52398;2026-05-07\|32.46\|2.20\|31.76\|32.77\|31.49\|36089;2026-05-08\|32.95\|1.51\|32.00\|33.54\|31.75\|36502;2026-05-11\|34.95\|6.07\|33.37\|36.66\|33.18\|59003;2026-05-12\|35.00\|0.14\|34.89\|36.66\|34.23\|64516;2026-05-13\|35.36\|1.03\|34.40\|35.68\|33.04\|53532;2026-05-14\|35.40\|0.11\|35.54\|36.48\|35.01\|54283;2026-05-15\|35.86\|1.30\|35.35\|37.78\|34.88\|52544;2026-05-18\|36.02\|0.45\|35.40\|36.70\|34.01\|53231;2026-05-19\|36.72\|1.94\|36.60\|36.72\|35.08\|45694;2026-05-20\|37.57\|2.31\|36.35\|38.51\|36.13\|75380;2026-05-21\|34.54\|-8.06\|37.78\|38.90\|34.50\|71952;2026-05-22\|36.00\|4.23\|34.84\|36.32\|34.82\|64256;2026-05-25\|38.00\|5.56\|35.70\|38.48\|35.70\|67642;2026-05-26\|39.59\|4.18\|39.07\|41.40\|37.90\|88796;2026-05-27\|38.06\|-3.86\|39.20\|40.78\|37.58\|84557;2026-05-28\|38.33\|0.71\|37.72\|39.00\|36.00\|65797;2026-05-29\|34.76\|-9.31\|38.01\|38.54\|34.39\|65370;2026-06-01\|33.16\|-4.60\|35.00\|35.00\|33.01\|58673;2026-06-02\|32.16\|-3.02\|33.23\|33.48\|31.64\|34704;2026-06-03\|32.42\|0.81\|32.00\|33.90\|31.77\|37887;2026-06-04\|32.50\|0.25\|32.13\|33.00\|31.54\|36713;2026-06-05\|31.55\|-2.92\|32.60\|32.75\|30.94\|35471;2026-06-08\|29.54\|-6.37\|30.33\|31.00\|28.95\|40693;2026-06-09\|31.93\|8.09\|30.10\|32.01\|29.66\|44889;2026-06-10\|38.32\|20.01\|31.93\|38.32\|31.88\|104914;2026-06-11\|39.22\|2.35\|37.00\|40.51\|36.00\|165449;2026-06-12\|34.89\|-11.04\|38.83\|39.98\|34.67\|108284;2026-06-15\|36.75\|5.33\|35.02\|36.78\|34.20\|80136;2026-06-16\|37.36\|1.66\|37.00\|37.85\|36.48\|65625;2026-06-17\|38.37\|2.70\|36.88\|39.50\|36.56\|72717;2026-06-18\|39.20\|2.16\|37.99\|39.80\|37.70\|68402;2026-06-22\|38.76\|-1.12\|39.00\|39.38\|36.67\|69418;2026-06-23\|38.88\|0.31\|38.20\|39.76\|37.46\|55151;2026-06-24\|40.04\|2.98\|38.30\|40.83\|37.00\|75975;2026-06-25\|39.47\|-1.42\|40.18\|40.77\|38.45\|73936;2026-06-26\|40.81\|3.40\|39.60\|40.98\|38.00\|106978;2026-06-29\|38.41\|-5.88\|40.98\|42.50\|35.88\|132368;2026-06-30\|42.01\|9.37\|39.21\|42.50\|37.81\|120398;2026-07-01\|42.75\|1.76\|42.04\|45.50\|41.21\|119618;2026-07-02\|51.30\|20.00\|42.22\|51.30\|42.22\|211473;2026-07-03\|41.04\|-20.00\|45.79\|47.78\|41.04\|213107;2026-07-06\|37.68\|-8.19\|40.73\|40.96\|35.86\|164970;2026-07-07\|37.63\|-0.13\|36.93\|39.14\|36.93\|100832;2026-07-08\|36.08\|-4.12\|37.63\|38.28\|34.70\|87340;2026-07-09\|39.54\|9.59\|36.50\|39.98\|35.52\|108813;2026-07-10\|37.30\|-5.67\|39.11\|42.35\|37.00\|10777703
113737	长鑫存储过会	间接投资长鑫科技+房地产+合肥国资 1、据2026年6月30日异常波动公告，公司近日股价波动受市场对公司间接投资长鑫科技的关注影响，但公司澄清其通过国联基金间接投资产投壹号的比例较低，间接投资长鑫科技金额极小，不享有控制权，且主营业务不涉及半导体领域，与长鑫科技无业务往来。 2、据2026年4月21日年报，公司主营业务为地产开发与销售，是安徽省首家房地产上市公司，拥有国家壹级开发资质，旗下“琥珀”品牌及全资子公司合肥工投工业科技在安徽省内工业地产领域具备领先地位。 3、据2026年4月21日年报及历史公告，公司控股股东为合肥兴泰金融控股集团有限公司，最终控制人为合肥市人民政府国有资产监督管理委员会。	公司及子公司共计实缴6000万元参与了合肥市国联资本创新投资基金合伙企业（有限合伙），合肥市国联资本创新投资基金合伙企业（有限合伙）通过产投壹号基金投资了长鑫科技集团股份有限公司	2026-03-03\|14.71\|-4.17\|15.35\|15.78\|14.70\|422886;2026-03-04\|14.97\|1.77\|14.70\|15.28\|14.70\|321539;2026-03-05\|15.05\|0.53\|15.50\|15.56\|14.88\|338231;2026-03-06\|15.82\|5.12\|15.20\|16.19\|15.11\|627587;2026-03-09\|15.87\|0.32\|15.10\|16.65\|14.43\|708936;2026-03-10\|15.97\|0.63\|16.10\|16.44\|15.86\|479882;2026-03-11\|16.18\|1.31\|16.01\|16.34\|15.86\|468837;2026-03-12\|15.88\|-1.85\|16.40\|16.40\|15.66\|389812;2026-03-13\|15.54\|-2.14\|15.80\|16.35\|15.52\|491013;2026-03-16\|15.80\|1.67\|15.30\|16.10\|15.14\|499413;2026-03-17\|15.60\|-1.27\|15.72\|16.58\|15.55\|574628;2026-03-18\|16.08\|3.08\|15.85\|16.19\|15.29\|589250;2026-03-19\|15.46\|-3.86\|15.70\|15.95\|15.15\|500126;2026-03-20\|13.91\|-10.03\|15.60\|15.70\|13.91\|670236;2026-03-23\|12.52\|-9.99\|13.00\|13.30\|12.52\|455817;2026-03-24\|12.90\|3.04\|12.65\|12.95\|12.25\|400702;2026-03-25\|13.02\|0.93\|12.92\|13.28\|12.83\|384125;2026-03-26\|12.47\|-4.22\|12.86\|12.87\|12.41\|304845;2026-03-27\|12.59\|0.96\|12.13\|12.69\|12.05\|255904;2026-03-30\|12.35\|-1.91\|12.29\|12.40\|12.09\|236298;2026-03-31\|12.12\|-1.86\|12.30\|12.94\|11.62\|564065;2026-04-01\|11.90\|-1.82\|12.35\|12.45\|11.79\|387401;2026-04-02\|11.50\|-3.36\|12.01\|12.03\|11.46\|274806;2026-04-03\|11.38\|-1.04\|11.55\|11.59\|11.11\|257256;2026-04-07\|11.19\|-1.67\|11.35\|11.45\|11.15\|176086;2026-04-08\|11.91\|6.43\|11.48\|11.96\|11.32\|335392;2026-04-09\|11.90\|-0.08\|11.87\|12.07\|11.60\|243002;2026-04-10\|11.98\|0.67\|12.15\|12.27\|11.98\|217979;2026-04-13\|12.07\|0.75\|11.90\|12.10\|11.83\|174463;2026-04-14\|12.54\|3.89\|12.30\|13.07\|12.13\|454846;2026-04-15\|12.27\|-2.15\|12.40\|12.68\|12.22\|273819;2026-04-16\|12.36\|0.73\|12.20\|12.48\|12.10\|232956;2026-04-17\|12.71\|2.83\|12.48\|12.92\|12.28\|435803;2026-04-20\|12.38\|-2.60\|12.50\|12.64\|12.34\|310246;2026-04-21\|12.70\|2.58\|12.50\|12.78\|12.20\|325186;2026-04-22\|12.93\|1.81\|12.68\|12.98\|12.56\|246583;2026-04-23\|12.51\|-3.25\|12.95\|12.99\|12.46\|228053;2026-04-24\|12.57\|0.48\|12.50\|12.74\|12.39\|197272;2026-04-27\|12.61\|0.32\|12.54\|12.74\|12.31\|158559;2026-04-28\|12.79\|1.43\|12.72\|13.08\|12.65\|266730;2026-04-29\|12.98\|1.49\|12.66\|13.04\|12.60\|232446;2026-04-30\|13.74\|5.86\|13.03\|14.26\|12.85\|622807;2026-05-06\|13.92\|1.31\|13.74\|14.20\|13.50\|550115;2026-05-07\|14.64\|5.17\|13.93\|14.97\|13.89\|544494;2026-05-08\|14.13\|-3.48\|14.38\|14.47\|14.08\|346912;2026-05-11\|14.87\|5.24\|14.42\|15.54\|14.42\|752878;2026-05-12\|16.36\|10.02\|15.33\|16.36\|14.73\|865697;2026-05-13\|18.00\|10.02\|16.36\|18.00\|16.36\|989958;2026-05-14\|19.80\|10.00\|19.01\|19.80\|18.80\|966667;2026-05-15\|20.76\|4.85\|19.61\|21.75\|18.71\|1605125;2026-05-18\|22.84\|10.02\|22.84\|22.84\|22.84\|62938;2026-05-19\|25.12\|9.98\|23.50\|25.12\|23.20\|1898122;2026-05-20\|25.88\|3.03\|24.03\|26.36\|23.59\|1796060;2026-05-21\|23.29\|-10.01\|25.50\|25.90\|23.29\|1354468;2026-05-22\|21.67\|-6.96\|22.44\|23.65\|21.03\|1738085;2026-05-25\|20.20\|-6.78\|21.35\|21.43\|19.68\|1412530;2026-05-26\|18.90\|-6.44\|19.47\|19.65\|18.56\|1094209;2026-05-27\|18.40\|-2.65\|19.01\|19.57\|18.16\|930943;2026-05-28\|17.80\|-3.26\|18.44\|19.13\|17.43\|936132;2026-05-29\|17.06\|-4.16\|17.41\|17.98\|16.93\|766415;2026-06-01\|17.25\|1.11\|17.20\|17.60\|16.98\|625996;2026-06-02\|16.70\|-3.19\|17.26\|17.48\|16.43\|576582;2026-06-03\|16.87\|1.02\|16.64\|17.05\|16.36\|535255;2026-06-04\|17.04\|1.01\|16.89\|17.58\|16.80\|703138;2026-06-05\|16.18\|-5.05\|16.81\|16.90\|15.83\|734938;2026-06-08\|15.25\|-5.75\|15.61\|16.00\|15.15\|456763;2026-06-09\|15.22\|-0.20\|15.51\|15.71\|15.07\|348920;2026-06-10\|16.74\|9.99\|15.05\|16.74\|14.82\|448833;2026-06-11\|15.60\|-6.81\|16.50\|16.50\|15.20\|801585;2026-06-12\|15.46\|-0.90\|15.96\|16.33\|15.42\|565459;2026-06-15\|16.45\|6.40\|15.92\|16.75\|15.88\|739939;2026-06-16\|16.66\|1.28\|16.69\|17.28\|16.19\|753412;2026-06-17\|17.58\|5.52\|16.50\|18.00\|16.25\|1142790;2026-06-18\|18.77\|6.77\|17.31\|19.24\|17.30\|1202070;2026-06-22\|18.18\|-3.14\|18.82\|19.63\|17.99\|1092879;2026-06-23\|17.00\|-6.49\|17.61\|17.66\|16.39\|815088;2026-06-24\|16.47\|-3.12\|16.64\|16.85\|15.86\|737905;2026-06-25\|15.58\|-5.40\|16.75\|17.22\|15.42\|753526;2026-06-26\|16.71\|7.25\|15.73\|17.14\|15.36\|1052786;2026-06-29\|18.38\|9.99\|17.01\|18.38\|17.01\|1162867;2026-06-30\|20.22\|10.01\|18.20\|20.22\|17.50\|1304378;2026-07-01\|20.20\|-0.10\|20.77\|21.56\|20.08\|1433682;2026-07-02\|19.06\|-5.64\|19.20\|19.90\|18.81\|902079;2026-07-03\|19.22\|0.84\|19.00\|19.98\|18.22\|915104;2026-07-06\|18.45\|-4.01\|18.96\|19.27\|18.15\|607198;2026-07-07\|17.66\|-4.28\|18.21\|18.46\|17.50\|478911;2026-07-08\|17.38\|-1.59\|17.78\|17.96\|16.75\|423431;2026-07-09\|19.12\|10.01\|19.10\|19.12\|18.71\|209799;2026-07-10\|19.43\|1.62\|20.94\|20.94\|19.40\|1347430
113736	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
113735	长鑫存储过会	超声波指纹+消费电子+半导体 1、据2025年年度报告及2026年3月27日机构调研，公司超声波指纹传感器拥有自主知识产权，已成为全球高端机型首选方案，2025年超声波指纹营收已超过光学和电容指纹，且在安卓手机渗透率约10%，预计未来2-3年有望提至20%。 2、据2025年年度报告，新一代产品GT9926系列已赢得国内外多家头部客户旗舰项目，将于2026年大规模商用，预计带来公司在OLED软屏市场的出货量和份额双增长。 3、公司是一家基于芯片设计和软件开发的整体应用解决方案提供商，覆盖“传感、AI计算、连接、安全”四大核心业务，主要面向智能终端、物联网及汽车电子领域提供领先的半导体软硬件解决方案。	公司是全球消费电子指纹识别芯片领域的龙头企业	2026-03-03\|73.05\|-4.28\|76.29\|77.08\|73.02\|72908;2026-03-04\|72.22\|-1.14\|72.10\|73.70\|72.10\|42978;2026-03-05\|72.30\|0.11\|73.33\|73.64\|72.16\|43836;2026-03-06\|72.73\|0.59\|72.15\|72.77\|72.03\|36531;2026-03-09\|71.02\|-2.35\|71.21\|71.36\|69.28\|65037;2026-03-10\|72.50\|2.08\|71.77\|72.58\|71.52\|47429;2026-03-11\|72.60\|0.14\|72.50\|72.93\|72.16\|34254;2026-03-12\|72.19\|-0.56\|72.50\|73.10\|71.90\|30274;2026-03-13\|71.59\|-0.83\|71.78\|72.46\|71.40\|26339;2026-03-16\|73.19\|2.23\|71.52\|73.20\|70.62\|44387;2026-03-17\|72.12\|-1.46\|73.29\|73.31\|72.08\|32531;2026-03-18\|72.39\|0.37\|72.20\|72.60\|71.30\|32427;2026-03-19\|70.82\|-2.17\|71.51\|71.63\|70.57\|28629;2026-03-20\|69.45\|-1.93\|71.20\|71.37\|69.45\|36255;2026-03-23\|66.32\|-4.51\|68.36\|68.88\|65.90\|62731;2026-03-24\|67.79\|2.22\|67.21\|67.88\|66.35\|31899;2026-03-25\|68.66\|1.28\|68.00\|68.97\|68.00\|36916;2026-03-26\|67.88\|-1.14\|68.70\|68.79\|67.52\|31620;2026-03-27\|67.78\|-0.15\|66.91\|68.38\|66.80\|35717;2026-03-30\|66.77\|-1.49\|66.60\|67.00\|65.07\|48181;2026-03-31\|65.90\|-1.30\|66.57\|67.19\|65.83\|32319;2026-04-01\|66.05\|0.23\|67.15\|67.22\|65.93\|51202;2026-04-02\|63.97\|-3.15\|65.91\|65.98\|63.68\|53266;2026-04-03\|63.38\|-0.92\|64.30\|64.42\|63.10\|30126;2026-04-07\|63.60\|0.35\|63.88\|64.50\|63.20\|30833;2026-04-08\|67.86\|6.70\|65.00\|68.20\|64.91\|77426;2026-04-09\|68.46\|0.88\|67.07\|68.95\|66.71\|74302;2026-04-10\|68.63\|0.25\|68.55\|69.88\|68.55\|68334;2026-04-13\|67.84\|-1.15\|67.72\|68.98\|67.72\|50211;2026-04-14\|68.95\|1.64\|68.41\|69.18\|68.21\|55117;2026-04-15\|68.43\|-0.75\|68.99\|69.58\|68.32\|50672;2026-04-16\|68.77\|0.50\|68.40\|68.86\|68.04\|40264;2026-04-17\|69.30\|0.77\|68.50\|69.49\|68.26\|53690;2026-04-20\|69.87\|0.82\|69.00\|70.52\|69.00\|57432;2026-04-21\|69.07\|-1.15\|69.70\|69.87\|68.34\|46506;2026-04-22\|70.70\|2.36\|68.83\|70.77\|68.61\|61570;2026-04-23\|70.74\|0.06\|70.98\|72.03\|70.29\|80225;2026-04-24\|65.05\|-8.04\|67.66\|67.66\|64.88\|138407;2026-04-27\|66.41\|2.09\|65.05\|66.84\|64.38\|75004;2026-04-28\|64.05\|-3.55\|65.86\|66.31\|63.88\|63300;2026-04-29\|64.71\|1.03\|63.71\|64.90\|63.61\|36516;2026-04-30\|64.89\|0.28\|64.38\|65.15\|64.00\|43258;2026-05-06\|65.83\|1.45\|65.71\|67.20\|65.63\|73341;2026-05-07\|66.01\|0.27\|66.18\|66.40\|65.64\|48722;2026-05-08\|65.71\|-0.45\|65.96\|66.10\|65.02\|53197;2026-05-11\|67.24\|2.33\|66.28\|67.68\|66.28\|79836;2026-05-12\|66.37\|-1.29\|67.20\|67.20\|66.09\|47825;2026-05-13\|67.83\|2.20\|66.00\|68.49\|64.92\|86774;2026-05-14\|66.28\|-2.29\|67.95\|68.20\|66.01\|63396;2026-05-15\|64.98\|-1.96\|66.20\|67.20\|64.59\|78936;2026-05-18\|64.86\|0.42\|64.33\|65.57\|63.38\|45544;2026-05-19\|66.35\|2.30\|64.86\|66.38\|63.81\|62985;2026-05-20\|65.91\|-0.66\|66.12\|66.59\|65.41\|46122;2026-05-21\|63.46\|-3.72\|66.56\|67.71\|63.39\|75683;2026-05-22\|64.60\|1.80\|64.00\|65.03\|63.03\|56316;2026-05-25\|67.96\|5.20\|64.63\|67.98\|64.25\|109121;2026-05-26\|66.60\|-2.00\|67.97\|68.13\|65.22\|75170;2026-05-27\|66.50\|-0.15\|66.22\|69.29\|66.22\|98408;2026-05-28\|66.09\|-0.62\|65.95\|67.15\|64.31\|81688;2026-05-29\|61.01\|-7.69\|66.55\|66.98\|61.01\|136862;2026-06-01\|57.04\|-6.51\|60.20\|60.69\|57.01\|134525;2026-06-02\|55.64\|-2.45\|56.80\|57.20\|55.23\|83603;2026-06-03\|56.00\|0.65\|55.64\|57.07\|55.41\|80958;2026-06-04\|55.60\|-0.71\|55.20\|56.23\|54.68\|57796;2026-06-05\|55.32\|-0.50\|55.27\|56.70\|53.41\|73424;2026-06-08\|52.42\|-5.24\|53.53\|54.22\|51.81\|69586;2026-06-09\|54.53\|4.03\|53.19\|54.89\|51.91\|61304;2026-06-10\|59.98\|9.99\|53.11\|59.98\|53.06\|97760;2026-06-11\|57.11\|-4.78\|59.77\|60.50\|56.59\|134611;2026-06-12\|55.99\|-1.96\|57.70\|58.77\|55.59\|88347;2026-06-15\|57.59\|2.86\|56.23\|57.60\|55.95\|74315;2026-06-16\|57.20\|-0.68\|57.06\|57.65\|56.68\|57949;2026-06-17\|59.74\|4.44\|56.60\|60.29\|56.40\|95045;2026-06-18\|59.04\|-1.17\|59.45\|59.74\|58.70\|59314;2026-06-22\|59.19\|0.25\|59.02\|59.61\|57.52\|62897;2026-06-23\|59.06\|-0.22\|58.75\|60.48\|58.22\|69732;2026-06-24\|59.90\|1.42\|58.50\|60.18\|58.46\|72078;2026-06-25\|59.81\|-0.15\|59.65\|60.57\|58.92\|67646;2026-06-26\|57.80\|-3.36\|59.80\|60.22\|57.80\|74975;2026-06-29\|58.19\|0.67\|57.80\|59.16\|56.33\|68975;2026-06-30\|61.71\|6.05\|58.00\|61.77\|57.84\|106392;2026-07-01\|61.55\|-0.26\|61.75\|64.00\|61.17\|113296;2026-07-02\|60.34\|-1.97\|60.40\|62.27\|59.09\|86663;2026-07-03\|59.03\|-2.17\|59.95\|60.62\|59.00\|71537;2026-07-06\|57.15\|-3.18\|59.12\|59.40\|56.03\|77303;2026-07-07\|56.56\|-1.03\|56.89\|58.62\|55.95\|61179;2026-07-08\|56.77\|0.37\|56.57\|57.63\|55.40\|64472;2026-07-09\|60.49\|6.55\|56.59\|60.68\|56.10\|119249;2026-07-10\|58.50\|-3.29\|60.49\|61.10\|58.44\|107167
113734	长鑫存储过会	半导体洁净室+海外EPC+城市更新行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、据2026年4月29日年报，公司洁净室业务已覆盖半导体、新能源、生物医药等高端制造领域，具备GC2及医疗器械经营许可，提供设计、施工、运维一体化EPC服务，代表项目包括南京集成电路产业服务中心、杰华特微电子芯片项目等。 2、据2026年4月29日年报及董事会工作报告，公司2026年聚焦海外酒店、城市更新、医疗洁净三大赛道，依托装配式装修与HBA设计品牌加速东南亚等“一带一路”市场布局，计划3-5年确立区域龙头优势。 3、据2026年4月29日年报，公司多年蝉联中国建筑装饰行业装饰、设计双第一，累计鲁班奖144项，具备全产业链与数字化管理优势，为高端公共建筑、交通枢纽、产业园区提供全周期服务。	1、洁净室是公司重点布局的战略新赛道，已具备在电子半导体、新能源、大健康、实验室等高附加值领域构建系统集成能力，代表项目包括南京集成电路产业服务中心、杰华特微电子高性能电源芯片项目等； 2、综合性专业化装饰集团；公司曾中标海南商业航天发射场项目，目前该工程已完工并投入使用，已为多次卫星发射任务提供稳定保障	2026-03-03\|3.53\|-3.02\|3.63\|3.65\|3.52\|375130;2026-03-04\|3.46\|-1.98\|3.51\|3.55\|3.45\|277085;2026-03-05\|3.50\|1.16\|3.52\|3.55\|3.49\|248149;2026-03-06\|3.62\|3.43\|3.48\|3.64\|3.48\|354944;2026-03-09\|3.57\|-1.38\|3.58\|3.62\|3.54\|328823;2026-03-10\|3.59\|0.56\|3.59\|3.62\|3.57\|233272;2026-03-11\|3.63\|1.11\|3.58\|3.64\|3.54\|277959;2026-03-12\|3.64\|0.28\|3.64\|3.66\|3.61\|264042;2026-03-13\|3.64\|0.00\|3.63\|3.70\|3.63\|276762;2026-03-16\|3.60\|-1.10\|3.64\|3.68\|3.58\|275804;2026-03-17\|3.58\|-0.56\|3.60\|3.66\|3.57\|217305;2026-03-18\|3.53\|-1.40\|3.59\|3.60\|3.50\|277203;2026-03-19\|3.45\|-2.27\|3.51\|3.53\|3.43\|283685;2026-03-20\|3.38\|-2.03\|3.45\|3.48\|3.38\|244662;2026-03-23\|3.19\|-5.62\|3.34\|3.35\|3.16\|405273;2026-03-24\|3.30\|3.45\|3.25\|3.31\|3.18\|275357;2026-03-25\|3.35\|1.52\|3.30\|3.38\|3.28\|247482;2026-03-26\|3.31\|-1.19\|3.35\|3.40\|3.30\|258984;2026-03-27\|3.33\|0.60\|3.29\|3.35\|3.28\|197454;2026-03-30\|3.37\|1.20\|3.29\|3.38\|3.26\|231720;2026-03-31\|3.36\|-0.30\|3.37\|3.43\|3.35\|186294;2026-04-01\|3.40\|1.19\|3.40\|3.42\|3.36\|184702;2026-04-02\|3.37\|-0.88\|3.40\|3.41\|3.34\|159604;2026-04-03\|3.27\|-2.97\|3.37\|3.37\|3.26\|181031;2026-04-07\|3.31\|1.22\|3.27\|3.33\|3.26\|120400;2026-04-08\|3.41\|3.02\|3.37\|3.41\|3.34\|217453;2026-04-09\|3.33\|-2.35\|3.39\|3.40\|3.33\|172134;2026-04-10\|3.35\|0.60\|3.36\|3.40\|3.35\|157867;2026-04-13\|3.36\|0.30\|3.34\|3.37\|3.32\|140858;2026-04-14\|3.35\|-0.30\|3.37\|3.39\|3.31\|161324;2026-04-15\|3.37\|0.60\|3.36\|3.38\|3.34\|183306;2026-04-16\|3.37\|0.00\|3.36\|3.38\|3.33\|179881;2026-04-17\|3.71\|10.09\|3.45\|3.71\|3.45\|732967;2026-04-20\|4.08\|9.97\|3.74\|4.08\|3.68\|1934022;2026-04-21\|4.49\|10.05\|4.41\|4.49\|4.33\|1195575;2026-04-22\|4.94\|10.02\|4.94\|4.94\|4.94\|613311;2026-04-23\|5.43\|9.92\|5.43\|5.43\|5.25\|3306621;2026-04-24\|4.89\|-9.94\|5.45\|5.46\|4.89\|4835213;2026-04-27\|4.43\|-9.41\|4.52\|4.83\|4.40\|3794102;2026-04-28\|4.87\|9.93\|4.47\|4.87\|4.40\|4715633;2026-04-29\|5.36\|10.06\|4.80\|5.36\|4.80\|3140497;2026-04-30\|5.90\|10.07\|5.17\|5.90\|5.07\|5756925;2026-05-06\|6.49\|10.00\|6.28\|6.49\|6.15\|2702072;2026-05-07\|7.14\|10.02\|6.96\|7.14\|6.80\|4420756;2026-05-08\|6.80\|-4.76\|6.43\|7.18\|6.43\|5760911;2026-05-11\|7.25\|6.62\|6.97\|7.48\|6.78\|5811511;2026-05-12\|7.98\|10.07\|7.43\|7.98\|7.25\|5535447;2026-05-13\|7.88\|-1.25\|8.05\|8.46\|7.60\|6453156;2026-05-14\|7.93\|0.63\|7.61\|8.03\|7.21\|5060659;2026-05-15\|7.85\|-1.01\|7.69\|8.60\|7.41\|5458549;2026-05-18\|7.07\|-9.94\|7.07\|7.48\|7.07\|3407927;2026-05-19\|6.90\|-2.40\|6.75\|7.33\|6.46\|4622381;2026-05-20\|6.21\|-10.00\|6.91\|7.04\|6.21\|4149201;2026-05-21\|5.71\|-8.05\|6.12\|6.30\|5.67\|4477971;2026-05-22\|5.94\|4.03\|5.83\|5.96\|5.63\|2837014;2026-05-25\|5.89\|-0.84\|5.94\|6.10\|5.69\|3248463;2026-05-26\|5.54\|-5.94\|5.75\|5.80\|5.45\|2729892;2026-05-27\|5.46\|-1.44\|5.56\|5.63\|5.29\|2434259;2026-05-28\|5.60\|2.56\|5.49\|5.74\|5.39\|2494583;2026-05-29\|6.16\|10.00\|5.70\|6.16\|5.55\|3635798;2026-06-01\|6.78\|10.06\|6.29\|6.78\|6.17\|6334938;2026-06-02\|6.85\|1.03\|7.00\|7.43\|6.70\|7063269;2026-06-03\|6.65\|-2.92\|6.80\|7.03\|6.41\|5321295;2026-06-04\|6.18\|-7.07\|6.50\|6.52\|6.00\|4208719;2026-06-05\|5.78\|-4.46\|6.11\|6.38\|5.72\|3145727;2026-06-08\|5.43\|-6.06\|5.72\|5.88\|5.32\|2487996;2026-06-09\|5.40\|-0.55\|5.61\|5.63\|5.24\|1860278;2026-06-10\|5.94\|10.00\|5.33\|5.94\|5.29\|1470690;2026-06-11\|5.35\|-9.93\|5.92\|5.92\|5.35\|3165728;2026-06-12\|5.03\|-5.98\|5.30\|5.32\|5.01\|2633691;2026-06-15\|5.12\|1.79\|5.10\|5.22\|4.98\|1703494;2026-06-16\|4.97\|-2.93\|5.06\|5.13\|4.90\|1576152;2026-06-17\|4.77\|-4.02\|4.92\|4.94\|4.71\|1692528;2026-06-18\|4.80\|0.63\|4.76\|4.84\|4.66\|1698153;2026-06-22\|4.72\|-1.67\|4.79\|4.82\|4.57\|1514227;2026-06-23\|4.59\|-2.75\|4.69\|4.90\|4.57\|1287880;2026-06-24\|4.60\|0.22\|4.60\|4.63\|4.48\|1345182;2026-06-25\|4.87\|5.87\|4.60\|5.05\|4.57\|4026663;2026-06-26\|4.46\|-8.42\|4.68\|4.73\|4.44\|2457410;2026-06-29\|4.46\|0.00\|4.39\|4.49\|4.32\|1804701;2026-06-30\|4.33\|-2.91\|4.40\|4.45\|4.29\|1383701;2026-07-01\|4.44\|2.54\|4.30\|4.47\|4.27\|1417275;2026-07-02\|4.46\|0.45\|4.36\|4.57\|4.34\|1479402;2026-07-03\|4.38\|-1.79\|4.46\|4.55\|4.37\|1062643;2026-07-06\|4.16\|-5.02\|4.37\|4.41\|4.16\|1198905;2026-07-07\|4.05\|-2.64\|4.17\|4.20\|4.04\|848012;2026-07-08\|3.93\|-2.96\|4.05\|4.06\|3.92\|874498;2026-07-09\|4.02\|2.29\|3.91\|4.03\|3.86\|961451;2026-07-10\|4.08\|1.49\|4.00\|4.18\|3.95\|1094894
113733	长鑫存储过会	半导体硅片+抛光硅片+一季报增长行业原因：机构研报指出，国内半导体硅片环节的边际变化在于，继此前取消销售折让的变相提价后，厂商已开始明确酝酿新一轮直接涨价，标志着价格传导正式从晶圆厂向下游材料端延伸。公司原因： 1、据2026年4月29日一季报，公司一季度营收1.18亿元，同比增长18.50%；归母净利润1384.92万元，同比增长95.93%；据2026年6月4日互动易，业绩增长主因订单增加带动产能利用率提高及募投项目增产上量。 2、据2026年5月19日投资者关系活动记录表，公司募投项目6-8英寸抛光硅片处于产线扩增、产量提升和客户批量认证过程中，客户群体增加，产品种类丰富，抛光硅片将成为公司未来重要主营产品之一；据2026年4月29日年报，江苏皋鑫芯片项目新厂房设备安装调试基本完成，处于新产线产品认证阶段。 3、据2025年年度报告，公司主营半导体硅材料及其制品，产品涵盖半导体晶棒、研磨片、抛光片、半导体功率芯片及器件，是国内分立器件用单晶硅棒、研磨硅片及半导体功率芯片及器件领域领先企业。	半导体硅材料制造商，主要产品为半导体硅片及半导体硅棒，8英寸抛光片项目正按照整体规划在加速推进中	2026-03-03\|31.75\|-5.98\|33.69\|34.33\|31.70\|40536;2026-03-04\|31.44\|-0.98\|31.30\|32.25\|31.18\|30986;2026-03-05\|33.16\|5.47\|32.32\|34.58\|32.00\|74270;2026-03-06\|32.85\|-0.93\|33.16\|33.39\|32.55\|43592;2026-03-09\|32.49\|-1.10\|32.25\|32.69\|31.44\|32941;2026-03-10\|34.60\|6.49\|32.86\|35.50\|32.80\|71034;2026-03-11\|34.30\|-0.87\|35.02\|35.14\|34.22\|42826;2026-03-12\|33.53\|-2.24\|34.30\|34.55\|33.36\|30215;2026-03-13\|34.34\|2.42\|33.17\|34.69\|32.90\|52911;2026-03-16\|35.32\|2.85\|34.07\|35.34\|33.92\|58056;2026-03-17\|34.30\|-2.89\|35.32\|35.32\|34.15\|37619;2026-03-18\|34.98\|1.98\|34.57\|35.07\|34.09\|35095;2026-03-19\|34.34\|-1.83\|34.57\|35.00\|34.20\|36209;2026-03-20\|33.58\|-2.21\|34.55\|35.25\|33.55\|50810;2026-03-23\|33.70\|0.36\|33.00\|34.26\|32.10\|58876;2026-03-24\|34.99\|3.83\|34.26\|35.00\|33.43\|60368;2026-03-25\|35.14\|0.43\|35.19\|35.50\|34.73\|58268;2026-03-26\|35.15\|0.03\|35.10\|35.66\|34.85\|56793;2026-03-27\|35.28\|0.37\|34.51\|35.49\|34.35\|42098;2026-03-30\|36.58\|3.68\|34.90\|37.00\|34.79\|98638;2026-03-31\|35.60\|-2.68\|36.00\|36.66\|35.59\|67166;2026-04-01\|36.05\|1.26\|36.25\|36.80\|35.72\|53631;2026-04-02\|34.52\|-4.24\|36.05\|36.45\|34.23\|61171;2026-04-03\|34.15\|-1.07\|34.90\|35.85\|33.19\|65803;2026-04-07\|34.25\|0.29\|34.67\|35.30\|34.07\|33783;2026-04-08\|36.76\|7.33\|35.03\|36.98\|35.02\|95896;2026-04-09\|36.40\|-0.98\|36.30\|36.83\|35.85\|57746;2026-04-10\|36.58\|0.49\|36.67\|37.98\|36.52\|76635;2026-04-13\|36.32\|-0.71\|36.23\|36.74\|36.03\|41903;2026-04-14\|36.54\|0.61\|36.56\|37.35\|36.30\|52626;2026-04-15\|36.78\|0.66\|36.68\|37.74\|36.16\|75221;2026-04-16\|37.36\|1.58\|36.90\|37.48\|36.54\|71907;2026-04-17\|36.66\|-1.87\|37.03\|37.25\|36.50\|53483;2026-04-20\|36.78\|0.33\|36.50\|37.14\|36.38\|46640;2026-04-21\|37.54\|2.07\|36.65\|37.54\|35.78\|71300;2026-04-22\|38.13\|1.57\|37.17\|38.54\|36.91\|78537;2026-04-23\|38.06\|-0.18\|37.88\|38.46\|37.41\|62585;2026-04-24\|39.32\|3.31\|37.88\|39.47\|37.65\|105635;2026-04-27\|41.16\|4.68\|39.33\|43.25\|38.88\|143490;2026-04-28\|45.28\|10.01\|40.83\|45.28\|40.60\|150109;2026-04-29\|47.42\|4.73\|46.26\|49.81\|46.20\|284832;2026-04-30\|49.99\|5.42\|47.20\|52.16\|44.63\|273022;2026-05-06\|52.29\|4.60\|50.03\|54.06\|48.80\|248824;2026-05-07\|50.95\|-2.56\|50.80\|51.51\|50.00\|181117;2026-05-08\|47.20\|-7.36\|49.00\|49.17\|46.30\|200749;2026-05-11\|48.00\|1.69\|48.38\|49.00\|47.04\|152058;2026-05-12\|51.60\|7.50\|47.24\|52.50\|45.88\|243296;2026-05-13\|50.40\|-2.33\|49.90\|50.68\|49.01\|171656;2026-05-14\|47.83\|-5.10\|50.00\|50.29\|47.50\|129609;2026-05-15\|48.70\|1.82\|47.80\|49.09\|46.80\|111239;2026-05-18\|47.45\|-2.57\|47.80\|48.43\|46.56\|83103;2026-05-19\|50.10\|5.58\|47.03\|51.00\|45.64\|149237;2026-05-20\|50.64\|1.08\|50.06\|51.14\|49.21\|133918;2026-05-21\|46.05\|-9.06\|51.00\|51.59\|45.84\|142028;2026-05-22\|46.00\|-0.11\|46.41\|46.60\|44.26\|102205;2026-05-25\|47.40\|3.04\|46.82\|47.79\|45.36\|97413;2026-05-26\|44.11\|-6.94\|46.93\|46.93\|43.10\|110917;2026-05-27\|43.90\|-0.48\|43.90\|45.36\|43.70\|79455;2026-05-28\|46.71\|6.40\|44.17\|47.00\|43.70\|107389;2026-05-29\|43.50\|-6.87\|46.74\|46.98\|43.10\|92934;2026-06-01\|43.42\|-0.18\|42.82\|44.33\|42.61\|54258;2026-06-02\|42.92\|-1.15\|43.45\|43.74\|41.84\|55995;2026-06-03\|44.68\|4.10\|42.95\|46.05\|42.77\|76017;2026-06-04\|46.47\|4.01\|43.98\|47.06\|43.81\|97309;2026-06-05\|31.52\|-1.31\|31.14\|32.15\|30.00\|118435;2026-06-08\|29.86\|-5.27\|29.01\|30.99\|29.01\|90054;2026-06-09\|32.85\|10.01\|30.44\|32.85\|30.20\|101020;2026-06-10\|36.14\|10.02\|34.44\|36.14\|34.44\|120576;2026-06-11\|35.45\|-1.91\|36.86\|37.82\|34.90\|407667;2026-06-12\|33.19\|-6.38\|36.34\|37.30\|32.94\|336273;2026-06-15\|34.52\|4.01\|32.83\|34.67\|31.90\|278338;2026-06-16\|34.92\|1.16\|34.53\|35.33\|34.10\|240561;2026-06-17\|36.52\|4.58\|33.90\|36.52\|33.78\|259701;2026-06-18\|37.86\|3.67\|35.87\|40.10\|35.22\|302934;2026-06-22\|38.56\|1.85\|38.05\|38.59\|36.70\|249716;2026-06-23\|36.55\|-5.21\|37.83\|37.84\|35.68\|161673;2026-06-24\|38.10\|4.24\|35.93\|38.20\|34.80\|201854;2026-06-25\|39.16\|2.78\|38.12\|39.86\|37.55\|222596;2026-06-26\|39.89\|1.86\|38.30\|40.96\|36.80\|243263;2026-06-29\|43.00\|7.80\|40.50\|43.88\|38.87\|308290;2026-06-30\|45.61\|6.07\|42.00\|46.80\|40.97\|270196;2026-07-01\|44.00\|-3.53\|45.00\|49.80\|43.28\|321350;2026-07-02\|39.60\|-10.00\|41.53\|42.17\|39.60\|214079;2026-07-03\|36.27\|-8.41\|38.50\|39.00\|36.02\|216504;2026-07-06\|35.21\|-2.92\|36.99\|37.19\|34.50\|138532;2026-07-07\|36.73\|4.32\|35.00\|37.50\|34.80\|175173;2026-07-08\|38.84\|5.74\|36.01\|38.98\|34.18\|236655;2026-07-09\|41.97\|8.06\|38.25\|42.50\|38.23\|274830;2026-07-10\|38.87\|-7.39\|41.22\|42.72\|38.86\|248933
113732	长鑫存储过会	半导体设备+精密金属结构件+转债强赎行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据开源证券2026年6月26日首次覆盖报告，公司精密金属结构件经超科林集成后，最终配套应用材料刻蚀、沉积设备，有望充分受益AI产业趋势，预期2026年将成为公司半导体领域收入爆发期，给予“买入”评级。 2、据公司2026年6月16日公告，可转债募投项目“半导体设备等领域精密金属部件智能化生产新建项目”已结项，节余募集资金用于永久补充流动资金，夯实半导体设备结构件成长基础。 3、据公司2026年6月26日及此前多次公告，公司股票已触发“华亚转债”有条件赎回条款，公司决定行使提前赎回权，赎回登记日为2026年7月9日。	1、公司主营精密金属制造，主要为国内外知名半导体设备制造商、品牌商等客户提供各类定制化精密金属结构件； 2、公司有少量精密金属结构件应用于储能逆变器上	2026-03-03\|51.55\|-4.68\|53.63\|55.07\|51.51\|24945;2026-03-04\|55.21\|7.10\|51.02\|55.40\|51.02\|44019;2026-03-05\|54.27\|-1.70\|56.20\|57.26\|53.96\|30191;2026-03-06\|53.99\|-0.52\|53.88\|54.59\|53.08\|19424;2026-03-09\|52.36\|-3.02\|52.98\|53.63\|50.80\|25513;2026-03-10\|52.70\|0.65\|52.90\|53.30\|51.88\|22096;2026-03-11\|52.17\|-1.01\|52.50\|53.68\|51.86\|19353;2026-03-12\|49.97\|-4.22\|51.91\|51.91\|49.80\|24905;2026-03-13\|49.30\|-1.34\|49.97\|50.50\|49.15\|19250;2026-03-16\|49.77\|0.95\|49.77\|50.00\|48.29\|19260;2026-03-17\|48.61\|-2.33\|50.00\|50.00\|48.40\|23919;2026-03-18\|48.95\|0.70\|49.07\|49.20\|48.10\|15786;2026-03-19\|47.72\|-2.51\|48.36\|48.88\|47.55\|15896;2026-03-20\|47.33\|-0.82\|47.90\|49.50\|47.21\|18763;2026-03-23\|45.02\|-4.88\|46.50\|46.62\|44.35\|27508;2026-03-24\|46.55\|3.40\|45.45\|46.76\|44.97\|24522;2026-03-25\|51.21\|10.01\|46.98\|51.21\|46.49\|51481;2026-03-26\|53.35\|4.18\|51.27\|54.50\|51.27\|72513;2026-03-27\|54.39\|1.95\|52.94\|54.50\|52.20\|48012;2026-03-30\|55.21\|1.51\|53.60\|55.80\|53.20\|38350;2026-03-31\|55.70\|0.89\|55.01\|57.35\|54.78\|42594;2026-04-01\|55.79\|0.16\|56.70\|56.80\|55.02\|32934;2026-04-02\|56.26\|0.84\|55.70\|57.60\|55.64\|29641;2026-04-03\|54.50\|-3.13\|56.88\|56.88\|53.20\|38050;2026-04-07\|53.04\|-2.68\|54.44\|54.49\|52.94\|20833;2026-04-08\|55.52\|4.68\|54.00\|56.10\|53.21\|26971;2026-04-09\|55.61\|0.16\|55.00\|56.17\|54.61\|18036;2026-04-10\|54.87\|-1.33\|56.00\|56.39\|54.83\|16825;2026-04-13\|53.56\|-2.39\|55.18\|55.35\|53.50\|25672;2026-04-14\|56.98\|6.39\|54.52\|57.05\|54.09\|54931;2026-04-15\|54.53\|-4.30\|58.00\|58.23\|53.58\|48019;2026-04-16\|54.25\|-0.51\|55.07\|56.00\|53.61\|34807;2026-04-17\|55.91\|3.06\|54.25\|56.46\|53.20\|38239;2026-04-20\|56.55\|1.14\|55.91\|57.29\|54.99\|36745;2026-04-21\|56.71\|0.28\|56.11\|56.80\|55.36\|21017;2026-04-22\|57.00\|0.51\|56.46\|57.44\|55.73\|25767;2026-04-23\|56.48\|-0.91\|57.00\|57.93\|56.00\|20228;2026-04-24\|55.86\|-1.10\|55.81\|56.85\|55.38\|16756;2026-04-27\|57.07\|2.17\|56.56\|58.50\|55.86\|48811;2026-04-28\|55.22\|-3.24\|56.64\|56.66\|55.00\|28899;2026-04-29\|55.30\|0.14\|53.80\|56.29\|53.31\|32396;2026-04-30\|57.84\|4.59\|55.55\|58.88\|55.06\|44896;2026-05-06\|57.64\|-0.35\|58.32\|58.80\|56.75\|45007;2026-05-07\|56.99\|-1.13\|57.98\|58.27\|56.70\|30485;2026-05-08\|57.44\|0.79\|56.70\|58.45\|56.08\|33030;2026-05-11\|59.03\|2.77\|58.46\|59.99\|57.36\|63144;2026-05-12\|59.84\|1.37\|58.66\|60.98\|57.40\|66197;2026-05-13\|60.58\|1.24\|58.46\|61.07\|58.46\|59716;2026-05-14\|58.48\|-3.47\|60.59\|62.68\|58.30\|60301;2026-05-15\|59.79\|2.24\|60.01\|60.88\|57.29\|56230;2026-05-18\|60.72\|1.56\|58.34\|61.20\|58.07\|58642;2026-05-19\|63.19\|4.07\|59.70\|63.40\|59.16\|64226;2026-05-20\|65.80\|4.13\|64.88\|69.51\|63.98\|106138;2026-05-21\|62.00\|-5.78\|66.54\|66.66\|61.91\|71888;2026-05-22\|64.76\|4.45\|62.00\|65.20\|61.50\|52106;2026-05-25\|64.11\|-1.00\|64.70\|67.47\|63.02\|68973;2026-05-26\|61.87\|-3.49\|63.00\|63.00\|60.55\|51670;2026-05-27\|59.12\|-4.44\|61.80\|61.80\|58.66\|48866;2026-05-28\|61.84\|4.60\|58.55\|63.00\|58.50\|48612;2026-05-29\|60.40\|-2.33\|62.40\|63.50\|60.40\|39342;2026-06-01\|61.70\|2.15\|60.03\|62.87\|60.03\|41123;2026-06-02\|59.89\|-2.93\|61.68\|62.20\|59.00\|45201;2026-06-03\|61.43\|2.57\|59.99\|63.98\|59.63\|52940;2026-06-04\|67.57\|10.00\|61.00\|67.57\|60.12\|91801;2026-06-05\|68.94\|2.03\|67.41\|71.46\|66.22\|99917;2026-06-08\|66.88\|-2.99\|67.93\|69.50\|66.00\|62670;2026-06-09\|73.29\|10.00\|68.37\|73.29\|67.20\|58575;2026-06-10\|80.62\|10.00\|74.81\|80.62\|73.50\|139352;2026-06-11\|82.01\|1.72\|80.99\|82.70\|78.45\|104354;2026-06-12\|81.59\|-0.51\|83.50\|85.10\|78.93\|81638;2026-06-15\|85.10\|4.30\|80.23\|85.10\|79.00\|74387;2026-06-16\|83.28\|-2.14\|82.64\|85.92\|81.50\|66543;2026-06-17\|80.99\|-2.75\|82.17\|83.27\|78.68\|76191;2026-06-18\|82.21\|1.51\|79.83\|83.41\|79.30\|64200;2026-06-22\|82.90\|0.84\|81.93\|83.00\|79.00\|60656;2026-06-23\|79.36\|-4.27\|82.26\|84.83\|79.02\|59266;2026-06-24\|87.30\|10.01\|79.88\|87.30\|79.88\|129521;2026-06-25\|87.00\|-0.34\|89.50\|90.21\|84.00\|110351;2026-06-26\|82.14\|-5.59\|84.00\|86.75\|80.51\|79441;2026-06-29\|90.35\|10.00\|84.30\|90.35\|84.00\|43615;2026-06-30\|99.39\|10.01\|95.09\|99.39\|92.50\|72368;2026-07-01\|106.00\|6.65\|100.22\|108.07\|96.50\|154833;2026-07-02\|101.20\|-4.53\|97.08\|106.38\|97.08\|119456;2026-07-03\|100.07\|-1.12\|102.00\|103.88\|94.00\|99248;2026-07-06\|93.86\|-6.21\|99.45\|100.87\|91.50\|80401;2026-07-07\|96.73\|3.06\|93.95\|100.58\|93.50\|77990;2026-07-08\|98.45\|1.78\|95.67\|103.00\|90.62\|94769;2026-07-09\|104.50\|6.15\|100.40\|104.66\|95.51\|110388;2026-07-10\|94.05\|-10.00\|103.00\|104.34\|94.05\|113984
113731	行业估值处于历史低位	预制菜+人造肉+分红实施+业绩改善行业原因： 6月1日早盘，农业及养殖业板块走强。据新华社，中共中央政治局4月28日会议强调，抓好农业生产，稳定生猪等农产品价格。公司原因： 1、据2025年年度报告，公司已实现在餐饮预制食品项目的突破，打造特色预制菜品牌，并已与海底捞等连锁餐饮合作开发特定豆制品品类。 2、据公司互动易，公司已上市素肉、素牛排、植物牛肉干等多款植物蛋白人造肉产品。 3、据2026年5月27日公告，公司2025年度权益分派方案为每10股派1.50元，股权登记日为2026年6月3日。 4、据2026年4月28日披露的一季报，公司2026年一季度营收5.14亿元，同比增长15.71%；归母净利润亏损同比缩小43.44%；据2026年5月12日互动易，公司2025年产品订单充足，产销量同比大幅增加，主营业务盈利能力正逐步恢复。	国内生鲜豆制品领军企业	2026-03-03\|20.50\|-2.15\|20.94\|21.65\|20.45\|30262;2026-03-04\|20.28\|-1.07\|20.36\|20.70\|20.13\|19119;2026-03-05\|20.20\|-0.39\|20.65\|20.86\|20.05\|18078;2026-03-06\|20.84\|3.17\|20.28\|20.94\|20.15\|17863;2026-03-09\|20.79\|-0.24\|20.84\|21.05\|20.45\|19368;2026-03-10\|21.30\|2.45\|20.85\|21.35\|20.70\|18242;2026-03-11\|20.69\|-2.86\|21.35\|21.44\|20.62\|23315;2026-03-12\|20.72\|0.14\|20.73\|21.04\|20.52\|23270;2026-03-13\|20.74\|0.10\|20.70\|21.16\|20.60\|22596;2026-03-16\|20.56\|-0.87\|20.25\|21.04\|20.25\|25746;2026-03-17\|20.41\|-0.73\|20.65\|21.00\|20.30\|22862;2026-03-18\|20.49\|0.39\|20.51\|20.61\|20.08\|19663;2026-03-19\|19.88\|-2.98\|20.43\|20.60\|19.80\|24468;2026-03-20\|19.35\|-2.67\|19.97\|20.15\|19.30\|24000;2026-03-23\|18.52\|-4.29\|19.01\|19.21\|18.00\|38152;2026-03-24\|19.54\|5.51\|18.52\|20.00\|18.24\|42868;2026-03-25\|19.87\|1.69\|19.79\|20.20\|19.40\|31838;2026-03-26\|20.02\|0.75\|20.11\|20.36\|19.66\|19093;2026-03-27\|20.80\|3.90\|20.10\|20.89\|19.61\|29671;2026-03-30\|20.99\|0.91\|20.75\|21.05\|20.35\|26592;2026-03-31\|20.64\|-1.67\|20.99\|21.27\|20.57\|19852;2026-04-01\|20.75\|0.53\|20.94\|21.05\|20.56\|11412;2026-04-02\|20.55\|-0.96\|20.69\|21.35\|20.32\|16502;2026-04-03\|19.78\|-3.75\|20.53\|20.60\|19.65\|15783;2026-04-07\|20.19\|2.07\|19.73\|20.29\|19.50\|19160;2026-04-08\|20.79\|2.97\|20.48\|20.88\|20.10\|15713;2026-04-09\|20.13\|-3.17\|20.60\|20.75\|20.00\|12900;2026-04-10\|20.39\|1.29\|20.30\|20.68\|20.05\|19324;2026-04-13\|20.32\|-0.34\|20.50\|20.50\|20.07\|10241;2026-04-14\|20.31\|-0.05\|20.31\|20.50\|19.85\|11894;2026-04-15\|20.17\|-0.69\|20.34\|20.49\|20.10\|11192;2026-04-16\|20.44\|1.34\|20.18\|20.50\|20.03\|13205;2026-04-17\|20.24\|-0.98\|20.44\|20.48\|20.02\|12587;2026-04-20\|20.43\|0.94\|20.22\|20.50\|20.00\|12320;2026-04-21\|20.89\|2.25\|20.44\|21.10\|20.40\|19792;2026-04-22\|20.44\|-2.15\|20.84\|20.92\|20.40\|15900;2026-04-23\|20.30\|-0.68\|20.48\|20.74\|20.19\|14358;2026-04-24\|21.90\|7.88\|20.32\|22.31\|20.01\|61227;2026-04-27\|21.53\|-1.69\|21.77\|22.42\|20.88\|79793;2026-04-28\|21.35\|-0.84\|21.51\|21.94\|21.06\|41399;2026-04-29\|21.81\|2.15\|21.39\|21.98\|21.39\|27440;2026-04-30\|22.16\|1.60\|21.98\|22.50\|21.80\|28752;2026-05-06\|22.17\|0.05\|22.16\|22.45\|21.80\|29197;2026-05-07\|22.38\|0.95\|22.13\|22.74\|22.05\|28739;2026-05-08\|22.87\|2.19\|22.40\|23.18\|22.30\|31363;2026-05-11\|23.75\|3.85\|22.82\|23.88\|22.74\|55790;2026-05-12\|23.97\|0.93\|23.75\|24.60\|23.56\|63308;2026-05-13\|25.14\|4.88\|23.81\|25.23\|23.55\|62217;2026-05-14\|24.52\|-2.47\|25.13\|25.13\|24.18\|45895;2026-05-15\|25.30\|3.18\|24.53\|25.40\|24.32\|37036;2026-05-18\|25.67\|1.46\|25.41\|25.75\|24.78\|30656;2026-05-19\|26.20\|2.06\|25.67\|26.80\|25.55\|29368;2026-05-20\|26.20\|0.00\|26.20\|26.70\|26.00\|27483;2026-05-21\|25.59\|-2.33\|26.11\|26.64\|25.39\|36870;2026-05-22\|26.52\|3.63\|25.84\|27.30\|25.70\|39232;2026-05-25\|26.10\|-1.58\|26.55\|27.01\|25.65\|33269;2026-05-26\|25.74\|-1.38\|26.17\|26.39\|25.23\|29085;2026-05-27\|25.33\|-1.59\|25.90\|25.90\|25.20\|25387;2026-05-28\|24.32\|-3.99\|25.43\|25.43\|23.98\|43738;2026-05-29\|23.40\|-3.78\|24.45\|24.55\|23.16\|40745;2026-06-01\|25.74\|10.00\|23.40\|25.74\|22.98\|61333;2026-06-02\|23.85\|-7.34\|25.53\|25.98\|23.42\|80956;2026-06-03\|21.47\|-9.98\|23.90\|23.93\|21.47\|69568;2026-06-04\|20.42\|-4.22\|21.12\|21.44\|20.05\|47961;2026-06-05\|21.81\|6.81\|20.26\|22.46\|19.35\|89586;2026-06-08\|21.00\|-3.71\|21.80\|22.49\|20.84\|76093;2026-06-09\|21.29\|1.38\|21.27\|21.80\|20.80\|35820;2026-06-10\|23.42\|10.00\|21.09\|23.42\|21.09\|42866;2026-06-11\|23.35\|-0.30\|23.33\|23.59\|22.40\|81354;2026-06-12\|23.98\|2.70\|23.68\|24.05\|23.06\|48857;2026-06-15\|24.15\|0.71\|23.98\|25.25\|23.60\|43779;2026-06-16\|23.78\|-1.53\|24.31\|24.31\|23.48\|32691;2026-06-17\|22.92\|-3.62\|23.50\|24.13\|22.66\|39075;2026-06-18\|22.91\|-0.04\|22.80\|23.13\|22.01\|34173;2026-06-22\|23.03\|0.52\|22.95\|23.25\|21.87\|25123;2026-06-23\|23.35\|1.39\|22.98\|24.01\|22.83\|32109;2026-06-24\|22.81\|-2.31\|23.33\|23.41\|22.46\|25950;2026-06-25\|22.59\|-0.96\|22.83\|23.16\|21.94\|33167;2026-06-26\|21.65\|-4.16\|22.83\|22.85\|21.64\|24348;2026-06-29\|20.62\|-4.76\|21.89\|21.89\|20.55\|31230;2026-06-30\|20.55\|-0.34\|20.70\|20.90\|20.18\|23332;2026-07-01\|20.40\|-0.73\|20.55\|20.75\|19.92\|25726;2026-07-02\|22.44\|10.00\|20.20\|22.44\|20.20\|14171;2026-07-03\|23.40\|4.28\|22.62\|23.60\|22.40\|59989;2026-07-06\|23.50\|0.43\|23.66\|25.02\|22.66\|44097;2026-07-07\|22.79\|-3.02\|23.85\|24.00\|22.67\|25467;2026-07-08\|21.61\|-5.18\|22.80\|22.89\|21.30\|27130;2026-07-09\|21.75\|0.65\|21.52\|21.98\|21.01\|23342;2026-07-10\|21.66\|-0.41\|21.74\|22.22\|21.50\|21000
113730	行业估值处于历史低位	旅游板块+冰雪产业+国企改革行业原因： 1、据经济参考报1月19日报道，2026年春节假期为史上最长，热门城市酒店预订量同比增七成，入境游机票预订量同比增四倍。 2、证券时报网1月19日报道，中共上海市委关于制定上海市国民经济和社会发展第十五个五年规划的建议发布。其中提到推动文旅商体展深度融合，提升大型消费节庆活动国际影响力，大力发展首发经济、夜间经济。公司原因： 1、据2026年1月19日 10：16财闻，零售、旅游等大消费板块拉升，大连圣亚涨幅居前。 2、据公司披露，公司主营大连、哈尔滨两大景区，哈尔滨极地公园含极地馆、北极熊体验馆、淘学企鹅馆等冰雪业态，为东北冰雪旅游核心标的。 3、据公司披露，最终控制人为大连市人民政府国资委，具备地方国企属性。	公司景区项目为大连景区和哈尔滨景区，包括圣亚海洋世界、圣亚极地世界、圣亚珊瑚世界、银河星海等	2026-03-03\|37.15\|-3.15\|38.50\|39.48\|37.05\|56771;2026-03-04\|37.40\|0.67\|36.00\|37.73\|36.00\|35469;2026-03-05\|38.07\|1.79\|37.94\|38.45\|37.78\|35477;2026-03-06\|39.59\|3.99\|38.01\|39.76\|38.01\|63991;2026-03-09\|39.89\|0.76\|38.85\|41.21\|38.85\|62682;2026-03-10\|40.05\|0.40\|40.40\|40.90\|39.50\|55887;2026-03-11\|40.61\|1.40\|40.69\|40.80\|40.11\|43447;2026-03-12\|39.71\|-2.22\|40.50\|41.14\|39.67\|39591;2026-03-13\|38.62\|-2.74\|39.60\|40.50\|38.37\|53237;2026-03-16\|37.85\|-1.99\|38.99\|39.12\|37.30\|51481;2026-03-17\|35.16\|-7.11\|37.82\|38.00\|35.10\|82189;2026-03-18\|36.09\|2.65\|35.00\|36.09\|34.68\|37775;2026-03-19\|35.99\|-0.28\|35.72\|36.75\|35.66\|38375;2026-03-20\|35.64\|-0.97\|36.13\|36.75\|35.63\|39943;2026-03-23\|34.81\|-2.33\|35.05\|36.65\|34.44\|63057;2026-03-24\|36.48\|4.80\|35.51\|37.36\|35.10\|66204;2026-03-25\|38.19\|4.69\|37.00\|38.56\|36.51\|63939;2026-03-26\|38.57\|0.99\|38.03\|39.32\|37.78\|66044;2026-03-27\|38.18\|-1.01\|38.11\|38.90\|38.05\|41801;2026-03-30\|37.25\|-2.44\|37.40\|38.54\|36.64\|52667;2026-03-31\|36.21\|-2.79\|37.50\|37.71\|36.00\|43232;2026-04-01\|37.77\|4.31\|36.85\|37.99\|36.43\|48990;2026-04-02\|36.29\|-3.92\|37.65\|37.65\|36.03\|42273;2026-04-03\|35.63\|-1.82\|36.45\|36.49\|35.50\|26996;2026-04-07\|36.30\|1.88\|35.62\|36.40\|35.50\|29331;2026-04-08\|38.23\|5.32\|36.99\|38.23\|36.82\|46383;2026-04-09\|37.06\|-3.06\|38.00\|38.02\|36.94\|34226;2026-04-10\|37.09\|0.08\|37.17\|37.77\|36.95\|28959;2026-04-13\|36.70\|-1.05\|37.06\|37.09\|36.30\|26761;2026-04-14\|36.31\|-1.06\|36.86\|36.88\|35.88\|30271;2026-04-15\|36.81\|1.38\|36.31\|37.37\|36.01\|50641;2026-04-16\|37.33\|1.41\|36.70\|37.63\|36.32\|46036;2026-04-17\|36.34\|-2.65\|37.35\|37.35\|36.04\|41431;2026-04-20\|36.16\|-0.50\|36.22\|36.30\|35.56\|27008;2026-04-21\|35.29\|-2.41\|36.02\|36.28\|35.05\|40027;2026-04-22\|34.67\|-1.76\|35.02\|35.10\|34.52\|30648;2026-04-23\|33.21\|-4.21\|34.77\|34.85\|32.80\|48042;2026-04-24\|33.01\|-0.60\|33.17\|33.25\|32.44\|27884;2026-04-27\|34.10\|3.30\|33.00\|34.18\|32.33\|38809;2026-04-28\|32.71\|-4.08\|33.72\|33.77\|32.58\|31069;2026-04-29\|34.35\|5.01\|33.90\|35.60\|33.76\|67612;2026-04-30\|34.08\|-0.79\|34.51\|34.75\|33.80\|33706;2026-05-06\|33.48\|-1.76\|33.74\|34.02\|33.29\|35841;2026-05-07\|33.59\|0.33\|33.48\|34.06\|33.38\|31457;2026-05-08\|34.10\|1.52\|33.45\|34.15\|33.38\|30694;2026-05-11\|34.48\|1.11\|34.40\|34.55\|33.75\|30971;2026-05-12\|34.68\|0.58\|34.50\|35.48\|34.22\|41260;2026-05-13\|36.69\|5.80\|34.85\|37.50\|34.61\|77703;2026-05-14\|35.57\|-3.05\|36.63\|37.02\|35.55\|43922;2026-05-15\|35.66\|0.25\|35.92\|36.50\|35.35\|35121;2026-05-18\|35.40\|-0.73\|35.44\|35.79\|34.88\|26945;2026-05-19\|34.97\|-1.21\|35.13\|35.69\|34.75\|27858;2026-05-20\|34.67\|-0.86\|34.88\|35.31\|34.36\|21490;2026-05-21\|34.73\|0.17\|34.67\|35.96\|34.66\|39020;2026-05-22\|34.49\|-0.69\|35.00\|35.25\|34.10\|25625;2026-05-25\|34.92\|1.25\|34.49\|35.30\|34.32\|20531;2026-05-26\|36.01\|3.12\|34.80\|36.90\|34.62\|66353;2026-05-27\|36.64\|1.75\|35.89\|37.43\|35.70\|48139;2026-05-28\|35.99\|-1.77\|36.52\|37.38\|35.53\|34829;2026-05-29\|37.60\|4.47\|35.98\|38.39\|35.79\|78050;2026-06-01\|37.73\|0.35\|37.61\|38.50\|37.31\|54618;2026-06-02\|38.33\|1.59\|37.66\|38.70\|37.10\|67141;2026-06-03\|38.50\|0.44\|37.60\|40.00\|36.60\|82591;2026-06-04\|38.38\|-0.31\|38.00\|39.48\|37.74\|63307;2026-06-05\|37.10\|-3.34\|38.47\|39.88\|36.88\|67913;2026-06-08\|35.96\|-3.07\|36.13\|37.38\|35.57\|51092;2026-06-09\|35.77\|-0.53\|36.20\|36.87\|35.14\|42972;2026-06-10\|39.35\|10.01\|35.43\|39.35\|34.88\|89390;2026-06-11\|39.60\|0.64\|39.35\|40.25\|38.57\|107023;2026-06-12\|41.40\|4.55\|39.35\|43.48\|38.86\|120257;2026-06-15\|40.18\|-2.95\|40.64\|41.20\|39.82\|85489;2026-06-16\|39.89\|-0.72\|39.89\|40.82\|39.57\|64121;2026-06-17\|38.18\|-4.29\|39.80\|40.12\|37.86\|75459;2026-06-18\|37.36\|-2.15\|38.38\|38.49\|37.10\|52340;2026-06-22\|38.38\|2.73\|37.43\|38.38\|36.71\|62263;2026-06-23\|40.16\|4.64\|37.95\|40.50\|37.83\|82017;2026-06-24\|37.48\|-6.67\|39.27\|40.03\|37.45\|72038;2026-06-25\|37.12\|-0.96\|36.85\|37.94\|36.05\|45538;2026-06-26\|36.79\|-0.89\|36.90\|38.00\|36.78\|41783;2026-06-29\|36.02\|-2.09\|36.45\|37.67\|33.99\|64327;2026-06-30\|36.03\|0.03\|35.51\|37.00\|35.51\|42764;2026-07-01\|36.57\|1.50\|35.80\|36.85\|35.33\|41597;2026-07-02\|36.92\|0.96\|36.58\|37.57\|36.43\|42206;2026-07-03\|36.78\|-0.38\|36.64\|37.38\|36.55\|34898;2026-07-06\|38.00\|3.32\|37.00\|38.18\|36.57\|58019;2026-07-07\|36.22\|-4.68\|38.04\|38.07\|36.01\|48712;2026-07-08\|38.30\|5.74\|37.66\|39.80\|37.15\|79003;2026-07-09\|37.50\|-2.09\|37.00\|38.15\|36.06\|61162;2026-07-10\|38.40\|2.40\|37.13\|38.72\|36.53\|70506
113729	行业估值处于历史低位	涨停揭秘：行业估值处于历史低位叠加拟收购毕棚沟景区34.3%股权，完善川西旅游产业链布局，提升综合运营能力；涨停缘由：毕棚沟景区交通、酒店餐饮及娱雪项目盈利能力稳定，收购后有望协同整合资源，提升区域游客停留时长与ARPU值；资金逻辑：资金聚焦具备明确外延逻辑与资产注入预期的区域性文旅平台，换手率升至近5日均值1.9倍；风险提示：并购审批及整合进度存在不确定性，冬季项目受气候影响显著，客流恢复节奏慢于一线景区	公司拟收购毕棚沟公司34.3%股权，后者主要负责在毕棚沟景区内开展经营业务，主要为景区提供交通（包含观光车、电瓶车）、酒店餐饮、冬季娱雪项目等旅游配套服务	2026-03-03\|4.73\|-2.07\|4.81\|4.86\|4.72\|369618;2026-03-04\|4.57\|-3.38\|4.65\|4.68\|4.55\|408877;2026-03-05\|4.68\|2.41\|4.65\|4.75\|4.62\|346548;2026-03-06\|4.76\|1.71\|4.65\|4.77\|4.63\|262784;2026-03-09\|4.70\|-1.26\|4.67\|4.74\|4.63\|241479;2026-03-10\|4.80\|2.13\|4.75\|4.82\|4.74\|243518;2026-03-11\|4.76\|-0.83\|4.80\|4.81\|4.71\|216819;2026-03-12\|4.78\|0.42\|4.84\|4.85\|4.75\|226329;2026-03-13\|4.75\|-0.63\|4.76\|4.85\|4.74\|267717;2026-03-16\|4.79\|0.84\|4.77\|4.80\|4.73\|166880;2026-03-17\|4.75\|-0.84\|4.80\|4.84\|4.72\|184636;2026-03-18\|4.70\|-1.05\|4.72\|4.74\|4.63\|205966;2026-03-19\|4.57\|-2.77\|4.65\|4.69\|4.54\|223316;2026-03-20\|4.52\|-1.09\|4.59\|4.63\|4.50\|266222;2026-03-23\|4.22\|-6.64\|4.40\|4.43\|4.20\|372970;2026-03-24\|4.44\|5.21\|4.33\|4.45\|4.25\|408321;2026-03-25\|4.59\|3.38\|4.43\|4.60\|4.43\|310181;2026-03-26\|4.54\|-1.09\|4.58\|4.64\|4.52\|249954;2026-03-27\|4.60\|1.32\|4.45\|4.62\|4.40\|199192;2026-03-30\|4.57\|-0.65\|4.55\|4.60\|4.48\|177193;2026-03-31\|4.62\|1.09\|4.55\|4.73\|4.55\|376329;2026-04-01\|4.63\|0.22\|4.65\|4.67\|4.51\|293131;2026-04-02\|4.52\|-2.38\|4.59\|4.60\|4.49\|192829;2026-04-03\|4.35\|-3.76\|4.56\|4.56\|4.34\|209688;2026-04-07\|4.50\|3.45\|4.38\|4.51\|4.36\|249437;2026-04-08\|4.64\|3.11\|4.55\|4.65\|4.55\|244660;2026-04-09\|4.49\|-3.23\|4.60\|4.62\|4.47\|268880;2026-04-10\|4.48\|-0.22\|4.49\|4.56\|4.48\|216540;2026-04-13\|4.48\|0.00\|4.44\|4.50\|4.41\|174022;2026-04-14\|4.48\|0.00\|4.52\|4.55\|4.42\|226548;2026-04-15\|4.45\|-0.67\|4.49\|4.51\|4.43\|257599;2026-04-16\|4.58\|2.92\|4.43\|4.59\|4.42\|449327;2026-04-17\|4.47\|-2.40\|4.58\|4.58\|4.43\|405905;2026-04-20\|4.55\|1.79\|4.47\|4.57\|4.36\|370158;2026-04-21\|4.48\|-1.54\|4.55\|4.62\|4.45\|328585;2026-04-22\|4.41\|-1.56\|4.46\|4.47\|4.40\|240070;2026-04-23\|4.28\|-2.95\|4.35\|4.39\|4.25\|392723;2026-04-24\|4.20\|-1.87\|4.25\|4.29\|4.15\|294288;2026-04-27\|4.26\|1.43\|4.18\|4.26\|4.08\|356241;2026-04-28\|4.11\|-3.52\|4.22\|4.25\|4.08\|338193;2026-04-29\|4.17\|1.46\|4.11\|4.21\|4.08\|307231;2026-04-30\|4.25\|1.92\|4.17\|4.29\|4.15\|386140;2026-05-06\|4.12\|-3.06\|4.21\|4.24\|4.10\|438671;2026-05-07\|4.14\|0.49\|4.13\|4.29\|4.12\|312973;2026-05-08\|4.19\|1.21\|4.13\|4.21\|4.09\|312058;2026-05-11\|4.12\|-1.67\|4.20\|4.21\|4.10\|337489;2026-05-12\|4.05\|-1.70\|4.14\|4.14\|4.04\|272534;2026-05-13\|4.01\|-0.99\|4.03\|4.04\|3.94\|301998;2026-05-14\|3.90\|-2.74\|4.02\|4.04\|3.90\|294718;2026-05-15\|3.90\|0.00\|3.90\|3.97\|3.89\|243574;2026-05-18\|3.86\|-1.03\|3.87\|3.90\|3.83\|229268;2026-05-19\|3.85\|-0.26\|3.86\|3.90\|3.79\|217600;2026-05-20\|3.78\|-1.82\|3.85\|3.85\|3.75\|243456;2026-05-21\|3.71\|-1.85\|3.79\|3.85\|3.69\|280608;2026-05-22\|3.75\|1.08\|3.75\|3.77\|3.67\|219336;2026-05-25\|3.75\|0.00\|3.79\|3.79\|3.69\|169875;2026-05-26\|3.73\|-0.53\|3.74\|3.79\|3.69\|269638;2026-05-27\|3.70\|-0.80\|3.73\|3.75\|3.67\|206002;2026-05-28\|3.78\|2.16\|3.70\|3.78\|3.68\|324476;2026-05-29\|3.75\|-0.79\|3.79\|3.86\|3.73\|342373;2026-06-01\|3.83\|2.13\|3.76\|3.85\|3.68\|307791;2026-06-02\|3.73\|-2.61\|3.82\|3.84\|3.67\|370668;2026-06-03\|3.64\|-2.41\|3.70\|3.71\|3.61\|290882;2026-06-04\|3.59\|-1.37\|3.61\|3.66\|3.56\|235180;2026-06-05\|3.61\|0.56\|3.59\|3.69\|3.58\|274041;2026-06-08\|3.53\|-2.22\|3.56\|3.66\|3.47\|270526;2026-06-09\|3.54\|0.28\|3.57\|3.57\|3.46\|247275;2026-06-10\|3.89\|9.89\|3.51\|3.89\|3.51\|678081;2026-06-11\|3.91\|0.51\|3.89\|4.14\|3.81\|1157966;2026-06-12\|4.01\|2.56\|3.95\|4.03\|3.82\|926848;2026-06-15\|3.90\|-2.74\|3.94\|3.99\|3.86\|585757;2026-06-16\|3.90\|0.00\|3.86\|4.04\|3.83\|563380;2026-06-17\|3.66\|-6.15\|3.87\|3.88\|3.61\|650184;2026-06-18\|3.50\|-4.37\|3.63\|3.66\|3.50\|476277;2026-06-22\|3.42\|-2.29\|3.44\|3.45\|3.31\|474513;2026-06-23\|3.48\|1.75\|3.42\|3.54\|3.39\|370503;2026-06-24\|3.26\|-6.32\|3.46\|3.47\|3.26\|436554;2026-06-25\|3.21\|-1.53\|3.25\|3.26\|3.18\|298462;2026-06-26\|3.11\|-3.12\|3.20\|3.22\|3.11\|309311;2026-06-29\|3.15\|1.29\|3.11\|3.17\|3.03\|322914;2026-06-30\|3.17\|0.63\|3.13\|3.19\|3.12\|258433;2026-07-01\|3.26\|2.84\|3.15\|3.28\|3.14\|333040;2026-07-02\|3.26\|0.00\|3.25\|3.32\|3.23\|321670;2026-07-03\|3.36\|3.07\|3.27\|3.36\|3.26\|335158;2026-07-06\|3.30\|-1.79\|3.36\|3.44\|3.29\|253748;2026-07-07\|3.20\|-3.03\|3.27\|3.29\|3.17\|217041;2026-07-08\|3.30\|3.12\|3.42\|3.48\|3.24\|586053;2026-07-09\|3.18\|-3.64\|3.19\|3.24\|3.10\|440363;2026-07-10\|3.27\|2.83\|3.13\|3.33\|3.11\|457349
113728	行业估值处于历史低位	影视院线+AI融媒体+央企行业原因： 1、据财闻2月10日报道，2月9日2026年春节档开启电影新片预售。截至当日20时15分，新片预售总票房已突破7000万元。中金公司研报表示，今年春节档总票房或介于65亿元至85亿元之间。 2、字节跳动发布Seedance2.0，可生成逻辑连贯的动态画面，漫剧与短剧制作等有望降本提效。公司原因： 1、据2025年9月22日上海辖区上市公司集体接待日暨中报业绩说明会活动记录，公司依托总台资源推进4K超高清全流程生产、AI辅助内容创制及“央小满”融媒体电商平台，强化影视、广告、旅游三大主业融合。 2、据2025年8月29日半年报，公司影视、广告、旅游三大业务协同发展，影视板块收入7,424.56万元，并持续销售影视库存剧。 3、中央电视台无锡太湖影视城有限公司持股54.37%，中央广播电视总台为实际控制人，具备央企背景。	央视与国际足联达成合作，宣布6000万美元拿下美加墨世界杯转播权；公司是中央电视台旗下唯一上市公司，已形成影视、广告、旅游三大主营业务	2026-03-03\|15.22\|-3.67\|15.81\|15.87\|15.17\|79752;2026-03-04\|15.03\|-1.25\|15.13\|15.32\|14.96\|56807;2026-03-05\|15.20\|1.13\|15.26\|15.34\|15.12\|47439;2026-03-06\|15.43\|1.51\|15.15\|15.43\|15.11\|42807;2026-03-09\|15.30\|-0.84\|15.18\|15.35\|15.01\|39292;2026-03-10\|15.42\|0.78\|15.40\|15.53\|15.34\|35439;2026-03-11\|15.30\|-0.78\|15.43\|15.48\|15.24\|31038;2026-03-12\|15.21\|-0.59\|15.20\|15.33\|15.15\|29986;2026-03-13\|15.08\|-0.85\|15.18\|15.28\|15.08\|29897;2026-03-16\|15.15\|0.46\|15.08\|15.22\|15.03\|26662;2026-03-17\|15.07\|-0.53\|15.17\|15.33\|15.04\|32011;2026-03-18\|15.07\|0.00\|15.05\|15.12\|14.83\|31906;2026-03-19\|14.72\|-2.32\|14.93\|14.99\|14.70\|27363;2026-03-20\|14.35\|-2.51\|14.80\|14.80\|14.33\|30153;2026-03-23\|13.57\|-5.44\|14.09\|14.20\|13.54\|48532;2026-03-24\|14.04\|3.46\|13.87\|14.06\|13.65\|47431;2026-03-25\|14.33\|2.07\|14.03\|14.38\|14.03\|34588;2026-03-26\|14.03\|-2.09\|14.30\|14.44\|13.99\|38364;2026-03-27\|14.19\|1.14\|13.93\|14.23\|13.90\|27288;2026-03-30\|14.29\|0.70\|14.03\|14.36\|14.01\|23453;2026-03-31\|14.34\|0.35\|14.19\|14.64\|14.19\|28761;2026-04-01\|14.34\|0.00\|14.50\|14.58\|14.27\|23985;2026-04-02\|14.29\|-0.35\|14.31\|14.43\|14.12\|30768;2026-04-03\|13.94\|-2.45\|14.27\|14.32\|13.92\|27836;2026-04-07\|13.98\|0.29\|13.94\|14.09\|13.88\|23428;2026-04-08\|14.48\|3.58\|14.27\|14.49\|14.10\|42450;2026-04-09\|14.58\|0.69\|14.42\|14.84\|14.35\|48111;2026-04-10\|14.65\|0.48\|14.62\|14.88\|14.59\|33058;2026-04-13\|14.74\|0.61\|14.65\|14.79\|14.47\|30355;2026-04-14\|14.78\|0.27\|14.81\|14.87\|14.65\|22962;2026-04-15\|14.49\|-1.96\|14.80\|14.83\|14.49\|26895;2026-04-16\|14.69\|1.38\|14.57\|14.70\|14.45\|30656;2026-04-17\|14.66\|-0.20\|14.59\|14.82\|14.50\|27480;2026-04-20\|14.71\|0.34\|14.61\|14.81\|14.57\|31442;2026-04-21\|14.65\|-0.41\|14.65\|14.80\|14.54\|30474;2026-04-22\|14.30\|-2.39\|14.59\|14.60\|14.28\|39471;2026-04-23\|14.16\|-0.98\|14.21\|14.39\|14.05\|28286;2026-04-24\|14.10\|-0.42\|14.06\|14.20\|13.86\|21450;2026-04-27\|14.04\|-0.43\|13.98\|14.11\|13.83\|25258;2026-04-28\|13.72\|-2.28\|14.00\|14.09\|13.65\|34248;2026-04-29\|14.24\|3.79\|13.83\|14.28\|13.80\|44415;2026-04-30\|14.61\|2.60\|14.10\|14.75\|14.10\|50268;2026-05-06\|15.12\|3.49\|14.72\|15.42\|14.65\|107512;2026-05-07\|15.36\|1.59\|15.12\|15.39\|14.87\|82193;2026-05-08\|16.01\|4.23\|15.36\|16.12\|15.31\|136223;2026-05-11\|16.89\|5.50\|16.49\|17.10\|16.21\|223475;2026-05-12\|16.85\|-0.24\|16.88\|17.36\|16.35\|164191;2026-05-13\|16.69\|-0.95\|16.98\|17.43\|16.45\|164395;2026-05-14\|16.95\|1.56\|16.70\|17.30\|16.60\|170230;2026-05-15\|18.65\|10.03\|17.24\|18.65\|17.10\|348400;2026-05-18\|17.20\|-7.77\|18.65\|19.50\|16.79\|404560;2026-05-19\|15.92\|-7.44\|17.03\|17.20\|15.89\|277944;2026-05-20\|16.10\|1.13\|15.92\|16.54\|15.91\|196599;2026-05-21\|15.38\|-4.47\|16.08\|16.16\|15.38\|181127;2026-05-22\|15.68\|1.95\|15.47\|16.36\|15.36\|148076;2026-05-25\|15.20\|-3.06\|15.55\|16.05\|14.98\|159781;2026-05-26\|15.24\|0.26\|15.05\|15.82\|14.68\|200065;2026-05-27\|15.15\|-0.59\|15.27\|15.57\|14.89\|143151;2026-05-28\|15.34\|1.25\|14.95\|15.52\|14.95\|131992;2026-05-29\|15.53\|1.24\|15.40\|15.93\|15.28\|131066;2026-06-01\|15.46\|-0.45\|15.17\|15.95\|14.88\|160691;2026-06-02\|14.26\|-7.76\|15.36\|15.46\|14.01\|175445;2026-06-03\|13.94\|-2.24\|14.10\|14.17\|13.80\|102452;2026-06-04\|14.07\|0.93\|13.80\|14.38\|13.72\|86688;2026-06-05\|14.24\|1.21\|14.03\|14.28\|13.65\|99826;2026-06-08\|14.04\|-1.40\|14.06\|14.93\|13.90\|130903;2026-06-09\|13.87\|-1.21\|14.04\|14.17\|13.70\|92523;2026-06-10\|15.26\|10.02\|13.78\|15.26\|13.76\|186611;2026-06-11\|14.16\|-7.21\|14.97\|15.16\|14.06\|211693;2026-06-12\|14.22\|0.42\|14.16\|14.79\|13.90\|148881;2026-06-15\|13.93\|-2.04\|14.14\|14.20\|13.82\|124689;2026-06-16\|13.24\|-4.95\|13.80\|13.80\|13.00\|136460;2026-06-17\|12.49\|-5.66\|13.07\|13.18\|12.45\|132164;2026-06-18\|12.17\|-2.56\|12.48\|12.48\|12.06\|78822;2026-06-22\|11.78\|-3.20\|12.05\|12.05\|11.54\|113700;2026-06-23\|11.92\|1.19\|11.68\|12.04\|11.63\|77641;2026-06-24\|11.38\|-4.53\|11.85\|11.92\|11.32\|79530;2026-06-25\|11.19\|-1.67\|11.38\|11.39\|11.07\|66470;2026-06-26\|10.95\|-2.14\|11.23\|11.40\|10.83\|81548;2026-06-29\|10.99\|0.37\|10.90\|11.09\|10.63\|77435;2026-06-30\|10.89\|-0.91\|10.78\|11.08\|10.76\|52660;2026-07-01\|11.25\|3.31\|10.88\|11.31\|10.80\|66196;2026-07-02\|11.24\|-0.09\|11.04\|11.56\|11.04\|64767;2026-07-03\|11.27\|0.27\|11.24\|11.40\|11.10\|48191;2026-07-06\|11.40\|1.15\|11.26\|11.49\|11.20\|57810;2026-07-07\|11.11\|-2.54\|11.35\|11.46\|11.09\|54291;2026-07-08\|11.24\|1.17\|11.08\|11.30\|11.02\|44987;2026-07-09\|11.10\|-1.25\|11.21\|11.35\|10.96\|51814;2026-07-10\|11.45\|3.15\|11.15\|11.63\|10.89\|82284
113727	行业估值处于历史低位	啤酒高端化+一季报增长+北京国资 1、据2026年6月9日投资者关系活动记录表，公司加快以惠泉1983、老惠泉为代表的高端产品销售整合落地，促进产品铺货率和占比不断提升。 2、据2026年4月22日一季报，公司2026年一季度归母净利润822.45万元，同比增长30.20%。 3、据2025年年度报告，公司控股股东为北京燕京啤酒股份有限公司，最终控制人为北京市人民政府。	燕京啤酒旗下，福建知名啤酒商	2026-03-03\|11.79\|-0.25\|11.81\|12.05\|11.76\|88018;2026-03-04\|11.83\|0.34\|11.80\|11.95\|11.62\|67087;2026-03-05\|11.80\|-0.25\|11.89\|12.00\|11.75\|51184;2026-03-06\|12.11\|2.63\|11.77\|12.11\|11.76\|71455;2026-03-09\|11.95\|-1.32\|12.01\|12.08\|11.90\|53378;2026-03-10\|12.24\|2.43\|11.97\|12.24\|11.97\|59932;2026-03-11\|12.21\|-0.25\|12.24\|12.25\|12.08\|40633;2026-03-12\|12.19\|-0.16\|12.18\|12.29\|12.12\|58281;2026-03-13\|12.48\|2.38\|12.19\|12.58\|12.16\|110953;2026-03-16\|12.65\|1.36\|12.50\|12.71\|12.48\|103823;2026-03-17\|12.46\|-1.50\|12.63\|12.75\|12.41\|85317;2026-03-18\|12.57\|0.88\|12.45\|12.61\|12.39\|52373;2026-03-19\|12.25\|-2.55\|12.46\|12.63\|12.21\|62562;2026-03-20\|11.94\|-2.53\|12.26\|12.36\|11.89\|73868;2026-03-23\|10.90\|-8.71\|11.73\|11.73\|10.83\|133898;2026-03-24\|11.36\|4.22\|11.19\|11.40\|10.93\|79913;2026-03-25\|11.69\|2.90\|11.32\|11.73\|11.32\|69946;2026-03-26\|11.66\|-0.26\|11.69\|11.88\|11.58\|52608;2026-03-27\|12.02\|3.09\|11.58\|12.16\|11.52\|65859;2026-03-30\|12.14\|1.00\|11.80\|12.16\|11.80\|61670;2026-03-31\|12.14\|0.00\|12.22\|12.43\|12.08\|60676;2026-04-01\|12.24\|0.82\|12.15\|12.32\|12.08\|57843;2026-04-02\|12.16\|-0.65\|12.19\|12.30\|12.10\|59407;2026-04-03\|12.15\|-0.08\|12.42\|12.50\|12.10\|93314;2026-04-07\|12.50\|2.88\|12.15\|12.51\|11.96\|109887;2026-04-08\|12.61\|0.88\|12.59\|12.71\|12.45\|102139;2026-04-09\|12.70\|0.71\|12.52\|13.09\|12.52\|110936;2026-04-10\|12.73\|0.24\|12.74\|12.88\|12.55\|97145;2026-04-13\|12.11\|-4.87\|12.75\|12.75\|11.95\|162918;2026-04-14\|11.68\|-3.55\|12.23\|12.24\|11.55\|128172;2026-04-15\|11.74\|0.51\|11.69\|12.00\|11.58\|99987;2026-04-16\|12.29\|4.68\|11.75\|12.34\|11.55\|154356;2026-04-17\|12.16\|-1.06\|12.18\|12.33\|11.88\|120192;2026-04-20\|12.52\|2.96\|12.22\|12.56\|12.10\|115412;2026-04-21\|12.53\|0.08\|12.49\|12.63\|12.36\|86990;2026-04-22\|12.68\|1.20\|12.70\|12.96\|12.62\|143402;2026-04-23\|12.86\|1.42\|12.69\|13.23\|12.69\|170942;2026-04-24\|12.84\|-0.16\|13.08\|13.08\|12.71\|112151;2026-04-27\|13.28\|3.43\|12.94\|13.66\|12.92\|148962;2026-04-28\|13.43\|1.13\|13.17\|13.56\|13.10\|135255;2026-04-29\|13.56\|0.97\|13.43\|13.82\|13.39\|117699;2026-04-30\|13.74\|1.33\|13.51\|14.18\|13.51\|159426;2026-05-06\|14.05\|2.26\|13.68\|14.50\|13.54\|207113;2026-05-07\|13.89\|-1.14\|14.00\|14.11\|13.81\|140274;2026-05-08\|13.78\|-0.79\|13.83\|14.00\|13.49\|136030;2026-05-11\|13.96\|1.31\|13.90\|14.18\|13.64\|120450;2026-05-12\|13.81\|-1.07\|13.97\|14.24\|13.67\|112078;2026-05-13\|13.52\|-2.10\|13.78\|13.81\|13.48\|118052;2026-05-14\|13.68\|1.18\|13.45\|14.37\|13.30\|198786;2026-05-15\|13.70\|0.15\|13.77\|13.99\|13.49\|147955;2026-05-18\|13.02\|-4.96\|13.79\|14.13\|12.93\|205677;2026-05-19\|12.68\|-2.61\|12.99\|13.11\|12.57\|132306;2026-05-20\|12.96\|2.21\|12.68\|13.20\|12.59\|120634;2026-05-21\|12.40\|-4.32\|12.91\|13.10\|12.32\|121750;2026-05-22\|12.29\|-0.89\|12.58\|12.65\|12.19\|87718;2026-05-25\|12.14\|-1.22\|12.26\|12.36\|11.95\|83633;2026-05-26\|11.80\|-2.80\|12.10\|12.13\|11.62\|99383;2026-05-27\|11.80\|0.00\|11.72\|11.97\|11.51\|122106;2026-05-28\|12.47\|5.68\|11.89\|12.98\|11.80\|279052;2026-05-29\|13.33\|6.90\|12.56\|13.64\|12.23\|344401;2026-06-01\|13.58\|1.88\|13.40\|13.93\|13.23\|249876;2026-06-02\|12.88\|-5.15\|13.57\|13.84\|12.72\|257363;2026-06-03\|12.91\|0.23\|12.70\|13.06\|12.28\|227315;2026-06-04\|12.30\|-4.72\|12.89\|13.25\|12.21\|186721;2026-06-05\|12.59\|2.36\|12.55\|13.30\|12.26\|256187;2026-06-08\|12.51\|-0.64\|12.50\|13.15\|12.40\|243321;2026-06-09\|11.83\|-5.44\|12.30\|12.48\|11.77\|198905;2026-06-10\|13.01\|9.97\|11.90\|13.01\|11.87\|230210;2026-06-11\|13.31\|2.31\|13.01\|13.48\|12.66\|471287;2026-06-12\|13.59\|2.10\|12.91\|13.80\|12.83\|413270;2026-06-15\|12.30\|-9.49\|13.35\|13.36\|12.24\|375033;2026-06-16\|12.27\|-0.24\|12.15\|12.27\|11.78\|238664;2026-06-17\|11.68\|-4.81\|12.02\|12.05\|11.66\|186812;2026-06-18\|10.85\|-7.11\|11.44\|11.55\|10.65\|205562;2026-06-22\|10.41\|-4.06\|10.55\|10.60\|10.12\|167923;2026-06-23\|10.25\|-1.54\|10.24\|10.56\|10.16\|113634;2026-06-24\|9.70\|-5.37\|10.29\|10.30\|9.67\|150775;2026-06-25\|9.49\|-2.16\|9.50\|9.76\|9.41\|116084;2026-06-26\|9.09\|-3.19\|9.39\|9.44\|9.06\|112518;2026-06-29\|9.30\|2.31\|8.97\|9.31\|8.75\|131596;2026-06-30\|8.90\|-4.30\|9.18\|9.20\|8.82\|117100;2026-07-01\|9.19\|3.26\|8.90\|9.22\|8.81\|113636;2026-07-02\|9.20\|0.11\|9.15\|9.36\|9.10\|97075;2026-07-03\|9.39\|2.07\|9.26\|9.43\|9.20\|85720;2026-07-06\|9.36\|-0.32\|9.33\|9.43\|9.25\|66545;2026-07-07\|9.10\|-2.78\|9.33\|9.42\|9.08\|70473;2026-07-08\|8.95\|-1.65\|9.09\|9.12\|8.88\|64503;2026-07-09\|8.77\|-2.01\|8.90\|8.93\|8.61\|86935;2026-07-10\|8.97\|2.28\|8.75\|9.12\|8.64\|96103
113726	行业估值处于历史低位	端午消费+IP经济+烘焙食品 1、据2026年6月8日投资者关系活动记录表，2026年端午季处于88折活动热卖期间，公司推出了雪龙粽、雪冰粽、松茸菌菇粽、台湾风味肉粽等多款粽子产品及端午礼盒，以及米布丁、薄荷巧克力等创新口味。 2、据2026年6月4日互动易，公司已与中华熊猫、梦龙等品牌联名推出团团圆圆蛋糕、元梦丝巧蛋糕等产品；据2025年8月27日公告，公司联合“中华熊猫”IP推出联名蛋糕产品。 3、据2025年年报，公司属于“糕点、面包制造”子行业，旗下拥有蛋糕、中西式糕点、礼盒包含月饼、粽子等等多种产品系列，是中国烘焙食品领域知名企业。	烘焙连锁龙头企业，实控人为中国台湾籍	2026-03-03\|12.90\|-1.98\|13.12\|13.29\|12.90\|44142;2026-03-04\|12.69\|-1.63\|12.87\|12.87\|12.52\|37257;2026-03-05\|12.62\|-0.55\|12.79\|12.84\|12.56\|26871;2026-03-06\|12.97\|2.77\|12.62\|12.99\|12.53\|33314;2026-03-09\|12.80\|-1.31\|12.97\|13.03\|12.78\|23807;2026-03-10\|13.02\|1.72\|12.89\|13.04\|12.82\|23981;2026-03-11\|12.93\|-0.69\|13.01\|13.05\|12.84\|17565;2026-03-12\|12.82\|-0.85\|12.93\|12.98\|12.78\|22086;2026-03-13\|12.77\|-0.39\|12.86\|12.93\|12.70\|30486;2026-03-16\|12.79\|0.16\|12.73\|12.89\|12.68\|26384;2026-03-17\|12.63\|-1.25\|12.79\|12.89\|12.62\|24618;2026-03-18\|12.74\|0.87\|12.68\|12.77\|12.56\|21003;2026-03-19\|12.47\|-2.12\|12.65\|12.76\|12.41\|33934;2026-03-20\|12.12\|-2.81\|12.44\|12.52\|12.11\|37591;2026-03-23\|11.41\|-5.86\|12.00\|12.10\|11.40\|59200;2026-03-24\|11.80\|3.42\|11.62\|11.83\|11.52\|38365;2026-03-25\|11.91\|0.93\|11.80\|12.00\|11.73\|26991;2026-03-26\|11.84\|-0.59\|11.91\|12.09\|11.77\|23869;2026-03-27\|11.94\|0.84\|11.80\|11.97\|11.70\|30284;2026-03-30\|12.58\|5.36\|12.00\|12.87\|12.00\|112207;2026-03-31\|12.47\|-0.87\|12.58\|12.78\|12.42\|72097;2026-04-01\|12.87\|3.21\|12.65\|12.95\|12.61\|68239;2026-04-02\|12.93\|0.47\|12.89\|13.06\|12.81\|49668;2026-04-03\|12.88\|-0.39\|12.98\|13.02\|12.57\|54499;2026-04-07\|12.93\|0.39\|12.91\|13.24\|12.82\|70627;2026-04-08\|13.00\|0.54\|13.05\|13.18\|12.95\|59860;2026-04-09\|13.12\|0.92\|13.03\|13.15\|12.86\|49948;2026-04-10\|13.23\|0.84\|13.12\|13.40\|13.00\|69850;2026-04-13\|13.06\|-1.28\|13.22\|13.29\|12.98\|45615;2026-04-14\|13.16\|0.77\|13.13\|13.19\|12.96\|37449;2026-04-15\|13.24\|0.61\|13.14\|13.35\|12.98\|49846;2026-04-16\|13.33\|0.68\|13.26\|13.35\|13.18\|36469;2026-04-17\|13.12\|-1.58\|13.26\|13.32\|13.08\|33348;2026-04-20\|13.40\|2.13\|13.27\|13.61\|13.22\|62489;2026-04-21\|13.75\|2.61\|13.40\|13.82\|13.35\|70929;2026-04-22\|13.65\|-0.73\|13.70\|13.75\|13.50\|35327;2026-04-23\|13.54\|-0.81\|13.61\|13.68\|13.44\|33971;2026-04-24\|13.37\|-1.26\|13.56\|13.56\|13.25\|43714;2026-04-27\|12.34\|-7.70\|12.41\|12.63\|12.03\|154782;2026-04-28\|12.38\|0.32\|12.20\|12.77\|12.20\|75206;2026-04-29\|12.59\|1.70\|12.35\|12.72\|12.31\|49587;2026-04-30\|12.77\|1.43\|12.55\|12.79\|12.55\|38697;2026-05-06\|12.39\|-2.98\|12.78\|12.80\|12.28\|72733;2026-05-07\|12.12\|-2.18\|12.39\|12.49\|12.12\|55438;2026-05-08\|12.34\|1.82\|12.13\|12.39\|12.10\|37066;2026-05-11\|12.30\|-0.32\|12.35\|12.36\|12.15\|40759;2026-05-12\|12.33\|0.24\|12.31\|12.44\|12.08\|46206;2026-05-13\|12.26\|-0.57\|12.34\|12.34\|12.18\|41914;2026-05-14\|12.02\|-1.96\|12.29\|12.29\|11.99\|37627;2026-05-15\|11.88\|-1.16\|12.06\|12.06\|11.79\|34139;2026-05-18\|11.86\|-0.17\|12.06\|12.11\|11.65\|42196;2026-05-19\|11.96\|0.84\|11.85\|11.99\|11.75\|23493;2026-05-20\|11.95\|-0.08\|11.96\|11.96\|11.84\|24560;2026-05-21\|11.60\|-2.93\|12.01\|12.01\|11.58\|73576;2026-05-22\|11.04\|0.36\|11.03\|11.09\|10.76\|51754;2026-05-25\|10.90\|-1.27\|11.11\|11.16\|10.84\|30678;2026-05-26\|10.83\|-0.64\|10.88\|10.93\|10.71\|24304;2026-05-27\|10.55\|-2.59\|10.80\|10.81\|10.43\|29234;2026-05-28\|10.46\|-0.85\|10.45\|10.61\|10.32\|22209;2026-05-29\|10.50\|0.38\|10.46\|10.67\|10.43\|28118;2026-06-01\|11.12\|5.90\|10.53\|11.16\|10.43\|41396;2026-06-02\|10.87\|-2.25\|11.10\|11.10\|10.74\|28556;2026-06-03\|11.96\|10.03\|10.90\|11.96\|10.90\|158905;2026-06-04\|12.10\|1.17\|11.91\|13.16\|11.77\|325255;2026-06-05\|12.19\|0.74\|12.05\|12.60\|11.43\|278928;2026-06-08\|11.27\|-7.55\|11.80\|11.99\|11.25\|145266;2026-06-09\|11.14\|-1.15\|11.31\|11.31\|10.76\|103996;2026-06-10\|12.25\|9.96\|11.03\|12.25\|10.96\|82260;2026-06-11\|13.08\|6.78\|12.27\|13.44\|12.15\|309088;2026-06-12\|12.52\|-4.28\|12.68\|13.00\|12.37\|171704;2026-06-15\|13.14\|4.95\|12.52\|13.27\|12.28\|180390;2026-06-16\|13.49\|2.66\|13.07\|13.53\|12.90\|137088;2026-06-17\|13.59\|0.74\|13.49\|14.09\|13.12\|164630;2026-06-18\|13.12\|-3.46\|13.55\|13.84\|13.06\|103336;2026-06-22\|13.00\|-0.91\|13.08\|13.22\|12.65\|88238;2026-06-23\|13.13\|1.00\|13.00\|14.02\|12.97\|109641;2026-06-24\|12.32\|-6.17\|13.10\|13.19\|12.21\|82320;2026-06-25\|12.29\|-0.24\|12.39\|12.79\|12.08\|97003;2026-06-26\|12.45\|1.30\|12.29\|12.68\|11.48\|107874;2026-06-29\|13.02\|4.58\|12.66\|13.70\|12.66\|182397;2026-06-30\|12.78\|-1.84\|13.46\|13.46\|11.96\|163404;2026-07-01\|12.69\|-0.70\|12.74\|12.94\|12.22\|92473;2026-07-02\|13.07\|2.99\|12.60\|13.55\|12.49\|120412;2026-07-03\|13.11\|0.31\|13.14\|13.36\|12.95\|71656;2026-07-06\|12.80\|-2.36\|13.02\|13.16\|12.53\|65582;2026-07-07\|12.32\|-3.75\|12.80\|12.89\|12.20\|51746;2026-07-08\|12.13\|-1.54\|12.37\|12.37\|12.00\|38726;2026-07-09\|12.23\|0.82\|12.12\|12.31\|11.93\|40678;2026-07-10\|12.31\|0.65\|12.15\|12.47\|11.90\|40645
113725	行业估值处于历史低位	生猪养殖+养鸡+人形机器人行业原因： 6月1日，鸡蛋期货主力合约触及涨停，涨幅6%，报4391元/500千克。南华期货指出，周末期间，全国鸡蛋现货价格延续涨势，主产区均价已站上4.85元/斤。公司原因： 1、据2026年1月5日投资者关系活动记录表，公司于2025年12月30日董事会审议批准，拟通过增资扩股、受让老股等方式取得江苏汇博机器人技术股份有限公司控制权，标的公司具备人形机器人技术与产品积淀，已发布第一代轮足双臂机器人及四足机器人产品；据2026年4月30日投资者关系活动记录表，公司拟于该领域开展战略布局，积极培育新的业绩增长点。 2、公司的主营业务是生猪养殖与销售；饲料生产与销售；种鸡、肉鸡养殖与销售；房地产开发等。据2025年年度报告及2026年4月30日投资者关系活动记录表，2025年生猪出栏231.29万头，养殖业务营收37.66亿元；公司采用“楼宇聚落式+6750自繁自养一体化”智能养殖模式，2026年3月养殖完全成本约13.3元/kg，2026年完全成本目标为12元/kg左右。	公司主营业务包括生猪养殖与销售、饲料生产与销售、种鸡与肉鸡养殖与销售等	2026-03-03\|17.41\|-3.12\|18.16\|18.16\|17.40\|101289;2026-03-04\|17.35\|-0.34\|17.20\|17.65\|17.17\|58442;2026-03-05\|17.69\|1.96\|17.60\|17.79\|17.42\|64156;2026-03-06\|18.36\|3.79\|17.63\|18.39\|17.44\|94431;2026-03-09\|18.70\|1.85\|18.25\|19.21\|18.10\|129584;2026-03-10\|19.19\|2.62\|18.63\|19.75\|18.48\|168388;2026-03-11\|19.54\|1.82\|19.20\|19.95\|19.20\|143978;2026-03-12\|20.21\|3.43\|19.55\|20.36\|19.40\|196469;2026-03-13\|20.81\|2.97\|20.34\|21.77\|20.32\|219144;2026-03-16\|20.16\|-3.12\|21.00\|21.22\|19.90\|157605;2026-03-17\|19.36\|-3.97\|20.29\|20.49\|19.30\|134647;2026-03-18\|21.30\|10.02\|19.50\|21.30\|19.50\|141415;2026-03-19\|21.40\|0.47\|21.92\|22.00\|20.76\|291631;2026-03-20\|20.41\|-4.63\|21.23\|21.65\|20.31\|188970;2026-03-23\|19.40\|-4.95\|20.21\|20.21\|19.10\|177440;2026-03-24\|19.92\|2.68\|19.68\|19.96\|19.23\|117269;2026-03-25\|19.68\|-1.20\|19.90\|20.15\|19.55\|94720;2026-03-26\|20.00\|1.63\|19.67\|20.29\|19.53\|123423;2026-03-27\|20.55\|2.75\|19.81\|20.95\|19.11\|157131;2026-03-30\|22.61\|10.02\|20.71\|22.61\|20.50\|391152;2026-03-31\|23.66\|4.64\|23.30\|24.24\|23.06\|375302;2026-04-01\|21.29\|-10.02\|23.32\|23.37\|21.29\|154018;2026-04-02\|19.16\|-10.00\|20.00\|20.60\|19.16\|136262;2026-04-03\|17.24\|-10.02\|17.88\|18.20\|17.24\|393553;2026-04-07\|16.16\|-6.26\|16.54\|16.70\|16.08\|313674;2026-04-08\|16.61\|2.78\|16.25\|16.95\|16.21\|263265;2026-04-09\|15.67\|-5.66\|16.22\|16.29\|15.57\|261045;2026-04-10\|15.35\|-2.04\|15.75\|15.90\|15.31\|190095;2026-04-13\|15.40\|0.33\|15.13\|15.52\|15.02\|148159;2026-04-14\|15.66\|1.69\|15.30\|15.68\|15.06\|205345;2026-04-15\|15.55\|-0.70\|15.64\|15.74\|15.28\|164535;2026-04-16\|15.39\|-1.03\|15.53\|15.63\|15.31\|117768;2026-04-17\|14.86\|-3.44\|15.35\|15.35\|14.60\|181824;2026-04-20\|15.02\|1.08\|14.82\|15.09\|14.75\|122476;2026-04-21\|14.95\|-0.47\|15.06\|15.21\|14.84\|128310;2026-04-22\|14.78\|-1.14\|14.90\|15.10\|14.73\|124008;2026-04-23\|14.55\|-1.56\|14.66\|14.75\|14.41\|113885;2026-04-24\|14.24\|-2.13\|14.55\|14.55\|14.06\|121836;2026-04-27\|13.94\|-2.11\|14.08\|14.18\|13.78\|121749;2026-04-28\|14.19\|1.79\|14.03\|14.24\|14.00\|121533;2026-04-29\|14.72\|3.73\|14.16\|14.85\|14.12\|168926;2026-04-30\|14.74\|0.14\|14.50\|14.94\|14.31\|116058;2026-05-06\|14.67\|-0.47\|14.75\|14.98\|14.50\|124337;2026-05-07\|14.94\|1.84\|14.63\|15.11\|14.57\|144783;2026-05-08\|15.04\|0.67\|14.95\|15.25\|14.81\|135478;2026-05-11\|15.16\|0.80\|15.04\|15.34\|14.93\|136809;2026-05-12\|14.87\|-1.91\|15.10\|15.11\|14.77\|89779;2026-05-13\|14.58\|-1.95\|14.80\|14.95\|14.56\|100793;2026-05-14\|14.62\|0.27\|14.71\|14.90\|14.56\|112242;2026-05-15\|14.34\|-1.92\|14.51\|14.56\|14.26\|87811;2026-05-18\|13.96\|-2.65\|14.30\|14.35\|13.90\|79018;2026-05-19\|14.51\|3.94\|14.00\|14.66\|13.85\|127676;2026-05-20\|14.25\|-1.79\|14.40\|14.56\|14.07\|70596;2026-05-21\|13.68\|-4.00\|14.24\|14.31\|13.59\|86034;2026-05-22\|13.61\|-0.51\|13.77\|13.87\|13.51\|64266;2026-05-25\|13.42\|-1.40\|13.67\|13.83\|13.33\|77879;2026-05-26\|13.28\|-1.04\|13.44\|13.45\|13.10\|63216;2026-05-27\|12.85\|-3.24\|13.27\|13.45\|12.71\|83326;2026-05-28\|12.66\|-1.48\|12.90\|12.98\|12.45\|71867;2026-05-29\|12.54\|-0.95\|12.66\|12.80\|12.43\|83879;2026-06-01\|13.79\|9.97\|12.80\|13.79\|12.70\|82743;2026-06-02\|13.96\|1.23\|13.85\|14.56\|13.58\|287574;2026-06-03\|14.39\|3.08\|13.89\|14.41\|13.50\|193061;2026-06-04\|14.57\|1.25\|14.29\|14.79\|14.20\|173493;2026-06-05\|14.10\|-3.23\|14.43\|14.66\|13.87\|174912;2026-06-08\|14.74\|4.54\|14.00\|15.15\|13.88\|216827;2026-06-09\|16.21\|9.97\|15.20\|16.21\|14.89\|292064;2026-06-10\|17.83\|9.99\|17.63\|17.83\|17.02\|296301;2026-06-11\|19.61\|9.98\|18.95\|19.61\|17.76\|291414;2026-06-12\|18.91\|-3.57\|19.39\|21.18\|18.90\|821956;2026-06-15\|17.37\|-8.14\|19.53\|20.45\|17.10\|489856;2026-06-16\|19.11\|10.02\|16.90\|19.11\|16.30\|286015;2026-06-17\|19.13\|0.10\|19.11\|19.78\|18.40\|416360;2026-06-18\|18.86\|-1.41\|19.05\|19.49\|17.84\|315713;2026-06-22\|20.75\|10.02\|19.11\|20.75\|19.08\|467371;2026-06-23\|20.66\|-0.43\|21.12\|21.78\|20.33\|444975;2026-06-24\|20.28\|-1.84\|20.76\|21.50\|20.08\|280884;2026-06-25\|22.31\|10.01\|20.59\|22.31\|20.30\|299833;2026-06-26\|21.73\|-2.60\|22.78\|22.94\|21.11\|315360;2026-06-29\|21.21\|-2.39\|21.81\|22.30\|20.51\|252256;2026-06-30\|22.09\|4.15\|19.09\|22.39\|19.09\|321375;2026-07-01\|22.50\|1.86\|22.09\|22.84\|21.53\|210899;2026-07-02\|22.36\|-0.62\|22.50\|23.33\|22.13\|191477;2026-07-03\|21.24\|-5.01\|22.36\|22.36\|21.23\|190822;2026-07-06\|21.65\|1.93\|21.38\|22.22\|20.33\|320906;2026-07-07\|21.52\|-0.60\|21.37\|23.00\|21.24\|219996;2026-07-08\|21.85\|1.53\|21.43\|22.13\|21.11\|184154;2026-07-09\|21.91\|0.27\|21.53\|22.56\|21.12\|197179;2026-07-10\|24.10\|10.00\|22.48\|24.10\|22.44\|223503
113724	六氟化钨价格较去年同期涨超200%	涨停揭秘：韩国氢氟酸厂商提价叠加AI算力升级带动液冷服务器用氟制冷剂需求激增，公司作为国内氟化工绝对龙头直接受益；涨停缘由：液冷服务器渗透率快速提升拉动R134a/R227ea等特种氟制冷剂需求，公司具备全链条产能及技术储备，产品已批量供应头部服务器厂商；资金逻辑：资金聚焦AI基础设施上游材料，主力资金单日净流入2.1亿元，成交额创年内新高，机构调研频次周环比翻倍；风险提示：液冷服务器推广节奏受制于数据中心改造周期，氟制冷剂价格受配额管理政策影响较大，短期业绩弹性存波动	国内氟化工龙头；公司旗下中巨芯科技有限公司生产供应电子级氟化氢气体	2026-03-03\|42.15\|-2.66\|43.30\|43.84\|41.97\|332784;2026-03-04\|40.87\|-3.04\|41.51\|42.68\|40.75\|309689;2026-03-05\|41.55\|1.66\|41.49\|41.98\|41.08\|188510;2026-03-06\|42.77\|2.94\|41.48\|43.20\|40.88\|283836;2026-03-09\|40.97\|-4.21\|41.82\|42.13\|40.27\|309329;2026-03-10\|41.39\|1.03\|41.20\|42.03\|41.10\|195782;2026-03-11\|40.66\|-1.76\|41.45\|41.47\|40.30\|229903;2026-03-12\|39.65\|-2.48\|40.90\|40.97\|39.20\|292685;2026-03-13\|38.72\|-2.35\|39.45\|40.10\|38.57\|238063;2026-03-16\|38.01\|-1.83\|38.71\|39.11\|37.14\|336158;2026-03-17\|37.85\|-0.42\|38.20\|39.04\|37.80\|206741;2026-03-18\|37.85\|0.00\|37.95\|37.98\|36.91\|209365;2026-03-19\|36.30\|-4.10\|37.43\|37.43\|35.92\|353487;2026-03-20\|35.41\|-2.45\|36.39\|36.56\|35.41\|231862;2026-03-23\|34.10\|-3.70\|34.60\|35.09\|33.88\|329860;2026-03-24\|34.97\|2.55\|34.76\|35.12\|33.73\|233837;2026-03-25\|35.22\|0.71\|35.30\|36.01\|35.00\|206814;2026-03-26\|34.81\|-1.16\|35.26\|35.73\|34.55\|136918;2026-03-27\|35.03\|0.63\|34.47\|35.15\|34.31\|178675;2026-03-30\|34.66\|-1.06\|34.81\|35.25\|34.41\|164175;2026-03-31\|34.15\|-1.47\|34.61\|34.97\|34.00\|155181;2026-04-01\|34.88\|2.14\|34.82\|35.03\|34.19\|157294;2026-04-02\|33.60\|-3.67\|34.70\|34.79\|33.40\|216530;2026-04-03\|33.68\|0.24\|33.99\|34.55\|33.61\|171700;2026-04-07\|34.45\|2.29\|33.70\|34.68\|33.53\|223402;2026-04-08\|35.00\|1.60\|35.20\|35.44\|34.78\|323717;2026-04-09\|34.70\|-0.86\|34.80\|35.05\|33.89\|213761;2026-04-10\|34.80\|0.29\|34.95\|35.06\|34.56\|202275;2026-04-13\|33.85\|-2.73\|34.75\|34.80\|33.57\|347934;2026-04-14\|35.34\|4.40\|34.10\|35.49\|32.92\|480659;2026-04-15\|34.41\|-2.63\|35.58\|36.23\|34.25\|422307;2026-04-16\|34.10\|-0.90\|34.41\|34.78\|34.00\|347184;2026-04-17\|33.79\|-0.91\|34.10\|34.12\|33.35\|292333;2026-04-20\|34.46\|1.98\|33.90\|35.30\|33.58\|426287;2026-04-21\|34.41\|-0.15\|34.46\|35.04\|34.01\|275098;2026-04-22\|33.93\|-1.39\|34.31\|34.35\|33.58\|377927;2026-04-23\|33.61\|-0.94\|34.15\|34.66\|33.41\|321254;2026-04-24\|35.05\|4.28\|33.67\|35.33\|33.56\|482383;2026-04-27\|35.88\|2.37\|35.05\|36.20\|34.91\|470789;2026-04-28\|36.22\|0.95\|35.88\|36.66\|35.30\|424571;2026-04-29\|36.82\|1.66\|36.82\|37.39\|36.33\|429807;2026-04-30\|36.63\|-0.52\|36.68\|37.35\|36.48\|323435;2026-05-06\|37.04\|1.12\|36.64\|37.26\|36.10\|427383;2026-05-07\|36.16\|-2.38\|37.09\|37.20\|35.88\|424115;2026-05-08\|35.58\|-1.60\|35.92\|36.18\|35.34\|334683;2026-05-11\|35.76\|0.51\|35.57\|36.35\|35.48\|383080;2026-05-12\|35.16\|-1.68\|35.68\|35.94\|34.95\|318261;2026-05-13\|35.20\|0.11\|34.90\|35.38\|34.80\|305009;2026-05-14\|34.56\|-1.82\|35.11\|35.99\|34.56\|395152;2026-05-15\|35.91\|3.91\|36.00\|37.66\|35.70\|1069154;2026-05-18\|34.07\|-5.12\|36.60\|36.60\|33.77\|892738;2026-05-19\|32.46\|-4.73\|33.52\|33.57\|31.62\|695812;2026-05-20\|33.05\|1.82\|32.45\|34.22\|32.04\|515365;2026-05-21\|32.58\|-1.42\|33.07\|33.69\|32.50\|429686;2026-05-22\|35.84\|10.01\|33.50\|35.84\|32.86\|917476;2026-05-25\|35.26\|-1.62\|35.84\|36.06\|35.18\|570225;2026-05-26\|35.76\|1.42\|35.21\|36.80\|34.30\|754444;2026-05-27\|35.20\|-1.57\|35.99\|37.09\|35.00\|613124;2026-05-28\|34.57\|-1.79\|35.20\|35.66\|33.60\|517012;2026-05-29\|33.02\|-4.48\|34.57\|34.64\|33.02\|389944;2026-06-01\|36.32\|9.99\|34.60\|36.32\|34.60\|829800;2026-06-02\|38.23\|5.26\|37.20\|38.50\|36.41\|1264359;2026-06-03\|38.79\|1.46\|38.16\|40.00\|37.81\|1090961;2026-06-04\|38.24\|-1.42\|38.22\|39.22\|37.80\|653343;2026-06-05\|39.27\|2.69\|37.90\|40.20\|37.89\|853206;2026-06-08\|38.15\|-2.85\|38.00\|40.94\|37.60\|986846;2026-06-09\|37.72\|-1.13\|38.80\|38.99\|37.02\|693955;2026-06-10\|40.39\|7.08\|37.43\|41.00\|37.37\|1066047;2026-06-11\|41.00\|2.47\|40.65\|42.56\|39.24\|1330375;2026-06-12\|42.39\|3.39\|41.10\|43.05\|41.10\|1146031;2026-06-15\|46.59\|9.91\|45.00\|46.63\|42.22\|1380625;2026-06-16\|46.70\|0.24\|46.06\|48.00\|44.80\|1376212;2026-06-17\|47.70\|2.14\|45.61\|47.77\|44.88\|1165775;2026-06-18\|44.12\|-7.51\|47.17\|47.17\|43.25\|1626784;2026-06-22\|48.53\|10.00\|44.55\|48.53\|43.51\|1255678;2026-06-23\|46.85\|-3.46\|50.01\|50.49\|46.20\|1395514;2026-06-24\|50.73\|8.28\|46.08\|51.34\|46.08\|1284452;2026-06-25\|50.80\|0.14\|50.73\|52.00\|50.30\|1018932;2026-06-26\|50.95\|0.30\|50.30\|52.46\|49.67\|1000657;2026-06-29\|53.80\|5.59\|53.00\|54.90\|48.22\|1338731;2026-06-30\|53.01\|-1.47\|52.00\|55.00\|51.13\|999231;2026-07-01\|55.85\|5.36\|53.11\|57.78\|52.55\|1258663;2026-07-02\|54.83\|-1.83\|53.70\|58.00\|51.07\|1269606;2026-07-03\|49.35\|-9.99\|53.51\|54.68\|49.35\|1376048;2026-07-06\|49.05\|-0.61\|48.80\|50.77\|47.60\|976802;2026-07-07\|46.58\|-5.04\|48.05\|48.77\|46.11\|833591;2026-07-08\|45.72\|-1.85\|46.58\|48.15\|44.90\|854361;2026-07-09\|46.00\|0.61\|45.92\|46.88\|44.63\|686197;2026-07-10\|43.42\|-5.61\|45.97\|46.97\|43.35\|1039476
113723	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
113722	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
113721	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
113720	六氟化钨价格较去年同期涨超200%	涨停揭秘：工业气体龙头叠加氢能、氦气及杭州国资多重概念共振上涨；涨停缘由：六氟化钨价格同比涨超200%强化特种气体盈利弹性，氢气零售业务2025年翻倍增长并运营大容量加氢站及国内最大综合能源岛，已构建氦气全产业链，实控人为杭州市国资委；资金逻辑：6月8-9日融资净买入超6400万元推动杠杆资金快速聚集，涨停日散户资金大幅净流入1418.56万元凸显情绪主导；风险提示：氦气与氢能业务当前占比仍小，项目投入期长，且主力资金连续三日净流出，短期存在筹码松动压力	公司已发展成为国内最具影响力的工业气体供应商之一，深耕工业气体、特种气体等业务	2026-03-03\|32.61\|-2.34\|33.55\|34.18\|32.40\|155718;2026-03-04\|32.45\|-0.49\|32.90\|34.02\|32.13\|205735;2026-03-05\|31.56\|-2.74\|32.81\|32.90\|31.23\|166126;2026-03-06\|31.70\|0.44\|31.31\|32.29\|31.26\|114462;2026-03-09\|31.15\|-1.74\|31.90\|32.28\|30.68\|139497;2026-03-10\|30.73\|-1.35\|31.50\|31.58\|30.31\|119589;2026-03-11\|30.35\|-1.24\|30.79\|30.91\|30.20\|91973;2026-03-12\|31.06\|2.34\|30.29\|31.88\|29.45\|245096;2026-03-13\|31.67\|1.96\|31.72\|32.61\|31.13\|242321;2026-03-16\|30.15\|-4.80\|31.74\|32.35\|30.14\|205876;2026-03-17\|28.80\|-4.48\|30.16\|30.39\|28.79\|176640;2026-03-18\|28.43\|-1.28\|28.67\|28.68\|28.01\|107621;2026-03-19\|28.69\|0.91\|28.72\|29.83\|28.38\|154983;2026-03-20\|27.76\|-3.24\|28.39\|28.56\|27.68\|131208;2026-03-23\|29.28\|5.48\|27.80\|30.51\|27.70\|321767;2026-03-24\|27.76\|-5.19\|28.49\|28.65\|27.02\|255312;2026-03-25\|27.72\|-0.14\|27.49\|27.87\|26.90\|146128;2026-03-26\|27.65\|-0.25\|27.62\|28.17\|27.40\|98196;2026-03-27\|28.74\|3.94\|27.65\|29.19\|27.60\|186283;2026-03-30\|28.92\|0.63\|29.50\|29.66\|28.34\|176011;2026-03-31\|27.94\|-3.39\|28.76\|29.01\|27.90\|116252;2026-04-01\|27.93\|-0.04\|28.13\|28.29\|27.62\|109618;2026-04-02\|27.64\|-1.04\|27.96\|28.28\|27.43\|97521;2026-04-03\|27.74\|0.36\|27.74\|28.52\|27.57\|92551;2026-04-07\|28.40\|2.38\|28.00\|28.94\|27.89\|125233;2026-04-08\|29.12\|2.54\|27.99\|29.18\|27.73\|176246;2026-04-09\|29.32\|0.69\|28.86\|29.65\|28.83\|112921;2026-04-10\|29.61\|0.99\|29.30\|29.97\|29.21\|94037;2026-04-13\|28.09\|-5.13\|29.41\|29.61\|27.95\|211008;2026-04-14\|28.18\|0.32\|28.15\|28.33\|27.55\|126488;2026-04-15\|28.11\|-0.25\|28.72\|28.93\|27.94\|137395;2026-04-16\|28.24\|0.46\|28.10\|28.37\|27.70\|143863;2026-04-17\|27.90\|-1.20\|28.25\|28.27\|27.71\|113258;2026-04-20\|28.35\|1.61\|27.93\|28.76\|27.54\|168711;2026-04-21\|30.08\|6.10\|28.36\|30.87\|28.01\|413052;2026-04-22\|29.90\|-0.60\|30.08\|30.61\|29.30\|275766;2026-04-23\|30.50\|2.01\|29.85\|30.80\|29.68\|281235;2026-04-24\|31.67\|3.84\|30.71\|33.00\|30.26\|426483;2026-04-27\|31.30\|-1.17\|31.67\|32.88\|31.14\|384196;2026-04-28\|33.20\|6.07\|31.30\|33.43\|30.82\|462190;2026-04-29\|32.23\|-2.92\|33.02\|33.42\|32.10\|332577;2026-04-30\|31.43\|-2.48\|32.46\|32.85\|31.25\|286820;2026-05-06\|31.69\|0.83\|31.55\|31.90\|31.30\|230610;2026-05-07\|30.03\|-5.24\|31.40\|31.40\|29.93\|380470;2026-05-08\|29.86\|-0.57\|30.03\|30.66\|29.79\|224745;2026-05-11\|30.96\|3.68\|30.05\|31.73\|29.93\|368771;2026-05-12\|29.40\|-5.04\|30.90\|30.90\|29.35\|274746;2026-05-13\|30.20\|2.72\|29.41\|30.37\|28.88\|262990;2026-05-14\|30.26\|0.20\|30.20\|31.60\|30.06\|339633;2026-05-15\|29.97\|-0.96\|30.26\|30.75\|29.46\|224297;2026-05-18\|29.00\|-3.24\|29.48\|29.83\|28.66\|171964;2026-05-19\|28.62\|-1.31\|28.85\|28.90\|27.94\|169528;2026-05-20\|28.98\|1.26\|28.38\|29.23\|28.28\|149755;2026-05-21\|27.32\|-5.73\|28.95\|29.07\|27.30\|240043;2026-05-22\|27.37\|0.18\|27.55\|27.67\|27.15\|120701;2026-05-25\|27.02\|-1.28\|27.35\|27.56\|26.63\|170888;2026-05-26\|26.49\|-1.96\|27.03\|27.04\|26.13\|144404;2026-05-27\|25.62\|-3.28\|26.33\|26.66\|25.45\|167034;2026-05-28\|25.53\|-0.35\|25.62\|25.79\|24.98\|122903;2026-05-29\|24.84\|-2.70\|25.54\|25.63\|24.75\|132723;2026-06-01\|24.88\|0.16\|24.87\|25.28\|24.75\|92853;2026-06-02\|24.58\|-1.21\|25.00\|25.07\|24.01\|119380;2026-06-03\|24.82\|0.98\|24.61\|25.03\|24.30\|126688;2026-06-04\|25.22\|1.61\|24.54\|25.37\|24.53\|156931;2026-06-05\|25.00\|-0.87\|25.08\|25.48\|24.61\|156912;2026-06-08\|24.07\|-3.72\|24.47\|25.10\|23.90\|158940;2026-06-09\|24.49\|3.03\|24.00\|24.52\|23.40\|141705;2026-06-10\|26.94\|10.00\|24.24\|26.94\|24.19\|306363;2026-06-11\|27.72\|2.90\|28.02\|28.25\|26.28\|592674;2026-06-12\|26.04\|-6.06\|26.91\|27.22\|26.00\|397373;2026-06-15\|26.35\|1.19\|25.95\|26.52\|25.60\|262671;2026-06-16\|27.30\|3.61\|26.50\|27.60\|26.50\|302252;2026-06-17\|26.46\|-3.08\|26.70\|26.90\|26.28\|243102;2026-06-18\|26.00\|-1.74\|26.46\|26.46\|25.49\|203199;2026-06-22\|27.60\|6.15\|26.26\|27.78\|26.19\|366342;2026-06-23\|28.40\|2.90\|27.83\|29.18\|27.68\|449065;2026-06-24\|27.41\|-3.49\|28.00\|28.26\|26.58\|347452;2026-06-25\|28.66\|4.56\|27.72\|28.90\|27.52\|387739;2026-06-26\|29.01\|1.22\|28.40\|29.26\|27.80\|387826;2026-06-29\|30.40\|4.79\|29.93\|30.50\|28.60\|525772;2026-06-30\|30.96\|1.84\|29.45\|31.50\|29.11\|446726;2026-07-01\|32.30\|4.33\|30.50\|32.31\|30.20\|509329;2026-07-02\|30.04\|-7.00\|31.27\|32.10\|29.88\|391336;2026-07-03\|27.49\|-8.49\|29.50\|29.99\|27.48\|435972;2026-07-06\|26.14\|-4.91\|27.30\|27.50\|26.11\|309790;2026-07-07\|26.07\|-0.27\|26.00\|26.35\|25.76\|179915;2026-07-08\|25.24\|-3.18\|25.80\|26.26\|25.22\|195032;2026-07-09\|25.31\|0.28\|25.23\|25.70\|24.48\|208492;2026-07-10\|25.99\|2.69\|25.35\|26.50\|24.96\|266898
113719	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
113718	六氟化钨价格较去年同期涨超200%	高纯四氯化硅涨价+光纤材料+存储芯片行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据上证报2026年6月23日报道，受下游光纤预制棒需求增加拉动，高纯四氯化硅景气度上行，2025年底光纤用9N级高纯四氯化硅长协参考价约2.5万元/吨，今年一季度上行至约4.5万元/吨，阶段性价格涨幅约80%。 2、据2026年5月21日投资者关系活动记录表，公司高纯四氯化硅产能合计3万吨/年，自2025年第四季度开始销量上升，目前基本满负荷运行，下游主要应用于光纤预制棒；据上证报2026年6月23日报道，公司是国内高纯四氯化硅龙头，已实现PCVD芯棒工艺规模化供应，9N级产品销往欧洲市场。 3、据2026年5月21日股票交易风险提示公告，公司电子特气产品应用于存储芯片等领域，但存储芯片相关收入占公司营业收入比重不足1%。	公司电子特气产品应用于存储芯片等领域	2026-03-03\|28.17\|-3.69\|29.88\|30.25\|28.11\|375979;2026-03-04\|29.74\|5.57\|26.73\|30.38\|26.73\|295292;2026-03-05\|29.78\|0.13\|30.50\|32.06\|29.47\|285131;2026-03-06\|28.28\|-5.04\|29.77\|30.02\|28.05\|192766;2026-03-09\|26.49\|-6.33\|27.25\|27.86\|25.45\|247589;2026-03-10\|27.38\|3.36\|26.60\|28.20\|26.31\|192449;2026-03-11\|30.12\|10.01\|27.37\|30.12\|27.12\|185682;2026-03-12\|28.85\|-4.22\|30.72\|30.87\|28.55\|307526;2026-03-13\|27.20\|-5.72\|28.71\|28.95\|27.14\|207226;2026-03-16\|26.79\|-1.51\|27.53\|27.87\|25.95\|171767;2026-03-17\|24.81\|-7.39\|26.77\|26.94\|24.80\|166140;2026-03-18\|25.33\|2.10\|25.10\|25.50\|24.68\|92894;2026-03-19\|24.14\|-4.70\|25.00\|25.39\|24.00\|97955;2026-03-20\|23.23\|-3.77\|24.05\|24.42\|23.20\|82251;2026-03-23\|21.87\|-5.85\|22.60\|23.18\|21.76\|114280;2026-03-24\|22.22\|1.60\|22.33\|22.45\|21.40\|84161;2026-03-25\|24.44\|9.99\|22.48\|24.44\|22.46\|69815;2026-03-26\|23.57\|-3.56\|24.68\|24.68\|23.56\|143002;2026-03-27\|24.10\|2.25\|23.80\|24.48\|23.45\|125346;2026-03-30\|24.39\|1.20\|23.89\|24.75\|23.49\|102639;2026-03-31\|24.10\|-1.19\|24.16\|24.45\|23.54\|112472;2026-04-01\|24.06\|-0.17\|24.75\|24.81\|23.85\|83928;2026-04-02\|25.15\|4.53\|24.04\|25.60\|23.88\|251688;2026-04-03\|25.89\|2.94\|24.99\|26.49\|24.66\|279367;2026-04-07\|27.80\|7.38\|26.12\|28.38\|26.03\|304501;2026-04-08\|27.88\|0.29\|27.22\|28.34\|26.44\|301605;2026-04-09\|27.88\|0.00\|27.33\|28.12\|26.56\|225767;2026-04-10\|27.21\|-2.40\|27.97\|28.05\|27.10\|183934;2026-04-13\|27.48\|0.99\|26.58\|27.85\|26.47\|158557;2026-04-14\|27.67\|0.69\|27.50\|28.10\|26.99\|146138;2026-04-15\|27.28\|-1.41\|27.99\|28.57\|27.10\|143112;2026-04-16\|26.43\|-3.12\|26.88\|27.00\|26.13\|156312;2026-04-17\|26.81\|1.44\|26.09\|28.11\|26.01\|152944;2026-04-20\|28.65\|6.86\|27.55\|29.18\|27.35\|268883;2026-04-21\|29.17\|1.81\|28.79\|29.77\|28.20\|215845;2026-04-22\|30.30\|3.87\|29.00\|30.72\|28.45\|269868;2026-04-23\|30.54\|0.79\|30.00\|30.96\|29.33\|298644;2026-04-24\|29.78\|-2.49\|29.87\|30.46\|29.31\|203194;2026-04-27\|30.17\|1.31\|30.38\|30.89\|29.98\|183581;2026-04-28\|29.46\|-2.35\|30.08\|30.33\|29.13\|159257;2026-04-29\|29.20\|-0.88\|29.46\|29.90\|28.85\|113726;2026-04-30\|28.22\|-3.36\|29.08\|29.55\|28.20\|135541;2026-05-06\|29.66\|5.10\|28.80\|30.17\|28.53\|162497;2026-05-07\|32.63\|10.01\|30.66\|32.63\|30.66\|161379;2026-05-08\|33.97\|4.11\|33.17\|34.68\|32.80\|388695;2026-05-11\|35.53\|4.59\|35.16\|37.37\|34.77\|345192;2026-05-12\|38.40\|8.08\|35.85\|38.66\|34.70\|382719;2026-05-13\|42.24\|10.00\|37.81\|42.24\|37.50\|179877;2026-05-14\|42.70\|1.09\|44.91\|45.00\|41.48\|398352;2026-05-15\|40.39\|-5.41\|43.00\|45.28\|39.95\|418003;2026-05-18\|44.43\|10.00\|41.00\|44.43\|41.00\|128870;2026-05-19\|48.87\|9.99\|45.53\|48.87\|44.64\|333957;2026-05-20\|53.76\|10.01\|50.96\|53.76\|50.55\|79427;2026-05-21\|50.58\|-5.92\|56.78\|56.78\|50.00\|504077;2026-05-22\|49.68\|-1.78\|51.84\|52.40\|48.90\|381637;2026-05-25\|47.73\|-3.93\|49.68\|49.68\|46.38\|334628;2026-05-26\|43.86\|-8.11\|46.49\|46.80\|43.08\|273050;2026-05-27\|42.60\|-2.87\|44.37\|44.80\|42.20\|220308;2026-05-28\|42.96\|0.85\|43.00\|43.43\|41.84\|194905;2026-05-29\|45.31\|5.47\|42.62\|46.77\|42.51\|446996;2026-06-01\|41.81\|-7.72\|44.50\|45.78\|41.74\|311606;2026-06-02\|43.07\|3.01\|42.00\|44.04\|40.37\|270051;2026-06-03\|47.38\|10.01\|43.67\|47.38\|43.55\|290681;2026-06-04\|48.02\|1.35\|49.00\|50.67\|46.90\|483789;2026-06-05\|52.82\|10.00\|46.80\|52.82\|46.80\|473840;2026-06-08\|52.19\|-1.19\|50.70\|54.47\|47.99\|454633;2026-06-09\|54.53\|4.52\|54.07\|55.35\|50.20\|469377;2026-06-10\|59.98\|9.99\|52.20\|59.98\|52.19\|348051;2026-06-11\|58.97\|-1.68\|62.85\|64.78\|57.08\|665731;2026-06-12\|53.07\|-10.01\|58.17\|58.89\|53.07\|408843;2026-06-15\|54.76\|3.18\|53.07\|54.77\|50.68\|389537;2026-06-16\|57.48\|4.97\|53.90\|58.88\|53.55\|428878;2026-06-17\|55.44\|-3.55\|56.00\|57.38\|54.50\|328265;2026-06-18\|53.82\|-2.92\|55.80\|56.49\|53.35\|311967;2026-06-22\|59.20\|10.00\|55.56\|59.20\|55.56\|225680;2026-06-23\|65.12\|10.00\|64.14\|65.12\|60.00\|384272;2026-06-24\|71.63\|10.00\|66.20\|71.63\|64.08\|518462;2026-06-25\|69.68\|-2.72\|74.24\|75.00\|68.50\|475526;2026-06-26\|75.81\|8.80\|69.68\|76.65\|69.68\|459256;2026-06-29\|74.98\|-1.09\|76.49\|81.82\|70.31\|487045;2026-06-30\|71.65\|-4.44\|73.91\|73.97\|67.60\|371505;2026-07-01\|73.81\|3.01\|70.98\|74.36\|69.21\|348813;2026-07-02\|69.93\|-5.26\|68.88\|74.47\|66.43\|293104;2026-07-03\|64.80\|-7.34\|67.99\|68.97\|63.85\|269201;2026-07-06\|60.71\|-6.31\|66.00\|66.66\|60.44\|206972;2026-07-07\|57.88\|-4.66\|60.69\|61.45\|56.80\|171210;2026-07-08\|53.43\|-7.69\|57.88\|59.19\|53.00\|164821;2026-07-09\|55.92\|4.66\|54.50\|55.92\|52.03\|190067;2026-07-10\|52.79\|-5.60\|56.51\|58.99\|52.79\|220085
113717	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
113616	其它归类	锆材+钛白粉+高管增持行业原因：据华鑫证券6月16日研报，本周钛白粉龙头企业发布涨价函，国内售价上调1000元/吨，多家企业跟涨，观望情绪修复。上游硫磺因供应短缺价格暴涨，成本端强支撑推动钛白粉价格中枢上移，行业开工率走低限制降价空间。公司原因： 1、据2026年4月28日年报，公司控股子公司东方锆业经营非金属锆制品业务。 2、据2026年4月28日年报，公司主营钛白粉、海绵钛等产品，钛白粉产能151万吨/年、海绵钛产能8万吨/年，均位居全球第一。 3、据2026年6月9日公告，公司回购股份期限届满暨回购完成，累计回购53,703,203股，成交总金额约9亿元；据2026年6月8日公告，公司控股股东、部分董事及高管计划增持股份，拟使用资金不低于4500万元。	具有全球影响力的钛白粉行业巨头，亚洲最大的钛白粉企业，世界排名第三	2026-03-03\|21.92\|-3.14\|23.01\|23.31\|21.60\|483148;2026-03-04\|21.54\|-1.73\|21.40\|22.17\|21.31\|288945;2026-03-05\|21.54\|0.00\|21.70\|21.85\|21.10\|309479;2026-03-06\|21.46\|-0.37\|21.31\|21.72\|20.84\|391360;2026-03-09\|19.90\|-7.27\|21.24\|21.24\|19.37\|631114;2026-03-10\|19.79\|-0.55\|19.90\|20.12\|19.56\|312027;2026-03-11\|20.48\|3.49\|19.71\|20.63\|19.68\|428853;2026-03-12\|19.54\|-4.59\|20.49\|20.60\|19.37\|500647;2026-03-13\|19.54\|0.00\|19.38\|20.10\|19.27\|315743;2026-03-16\|18.87\|-3.43\|19.63\|19.79\|18.50\|504713;2026-03-17\|18.79\|-0.42\|19.01\|19.27\|18.77\|271369;2026-03-18\|19.12\|1.76\|18.80\|19.20\|18.62\|254296;2026-03-19\|18.17\|-4.97\|19.04\|19.13\|18.09\|386828;2026-03-20\|17.87\|-1.65\|18.21\|18.34\|17.85\|273382;2026-03-23\|17.00\|-4.87\|17.40\|17.64\|16.90\|442592;2026-03-24\|17.25\|1.47\|17.20\|17.31\|16.74\|270036;2026-03-25\|17.43\|1.04\|17.51\|17.77\|17.24\|223032;2026-03-26\|17.19\|-1.38\|17.37\|17.63\|17.11\|189685;2026-03-27\|17.63\|2.56\|17.00\|17.68\|17.00\|233064;2026-03-30\|17.66\|0.17\|17.60\|17.94\|17.50\|217255;2026-03-31\|17.41\|-1.42\|17.66\|17.78\|17.40\|162267;2026-04-01\|17.59\|1.03\|17.75\|17.84\|17.48\|207103;2026-04-02\|17.07\|-2.96\|17.55\|17.55\|16.94\|328774;2026-04-03\|17.11\|0.23\|17.12\|17.32\|17.02\|141699;2026-04-07\|17.44\|1.93\|17.09\|17.48\|17.09\|145391;2026-04-08\|17.98\|3.10\|17.70\|18.03\|17.57\|267491;2026-04-09\|17.62\|-2.00\|17.85\|17.86\|17.61\|145825;2026-04-10\|17.72\|0.57\|17.65\|17.99\|17.58\|154240;2026-04-13\|17.51\|-1.19\|17.59\|17.68\|17.33\|190272;2026-04-14\|17.77\|1.48\|17.66\|17.85\|17.33\|172955;2026-04-15\|17.63\|-0.79\|17.88\|17.95\|17.48\|181481;2026-04-16\|17.90\|1.53\|17.66\|17.99\|17.63\|246681;2026-04-17\|17.69\|-1.17\|17.89\|17.96\|17.62\|192085;2026-04-20\|17.67\|-0.11\|17.68\|17.93\|17.55\|206222;2026-04-21\|17.71\|0.23\|17.65\|17.87\|17.22\|211518;2026-04-22\|17.86\|0.85\|17.92\|18.15\|17.81\|260121;2026-04-23\|17.53\|-1.85\|17.82\|17.90\|17.47\|241111;2026-04-24\|17.59\|0.34\|17.49\|17.69\|17.41\|180624;2026-04-27\|17.80\|1.19\|17.51\|18.04\|17.50\|246506;2026-04-28\|16.78\|-5.73\|16.96\|17.15\|16.52\|710795;2026-04-29\|17.10\|1.91\|16.75\|17.16\|16.63\|313097;2026-04-30\|16.91\|-1.11\|17.15\|17.39\|16.78\|279332;2026-05-06\|16.96\|0.30\|16.86\|16.98\|16.55\|259594;2026-05-07\|16.51\|-2.65\|17.15\|17.17\|16.33\|448189;2026-05-08\|16.66\|0.91\|16.44\|16.70\|16.41\|273996;2026-05-11\|17.02\|2.16\|16.69\|17.22\|16.69\|382186;2026-05-12\|17.55\|3.11\|17.02\|17.60\|16.90\|473281;2026-05-13\|17.97\|2.39\|17.55\|18.19\|17.43\|436888;2026-05-14\|17.80\|-0.95\|18.06\|18.06\|17.75\|288290;2026-05-15\|17.55\|-1.40\|17.80\|17.98\|17.40\|259832;2026-05-18\|17.08\|-2.68\|17.47\|17.47\|16.85\|401058;2026-05-19\|16.64\|-2.58\|17.01\|17.15\|16.46\|288774;2026-05-20\|16.65\|0.06\|16.65\|16.82\|16.34\|252658;2026-05-21\|16.11\|-3.24\|16.79\|17.11\|16.08\|285990;2026-05-22\|16.02\|-0.56\|16.15\|16.20\|15.83\|227505;2026-05-25\|15.23\|-4.93\|16.05\|16.06\|15.17\|423482;2026-05-26\|15.33\|0.66\|15.19\|15.49\|14.98\|211178;2026-05-27\|14.72\|-3.98\|15.34\|15.38\|14.60\|372284;2026-05-28\|14.49\|-1.56\|14.74\|14.86\|14.32\|367147;2026-05-29\|14.30\|-1.31\|14.50\|14.60\|14.20\|260004;2026-06-01\|14.55\|1.75\|14.28\|14.64\|14.07\|227515;2026-06-02\|14.35\|-1.37\|14.55\|14.59\|14.00\|191702;2026-06-03\|14.35\|0.00\|14.30\|14.57\|14.23\|183829;2026-06-04\|13.95\|-2.79\|14.34\|14.34\|13.86\|268822;2026-06-05\|13.93\|-0.14\|13.98\|14.20\|13.66\|245434;2026-06-08\|14.05\|0.86\|14.36\|14.70\|13.97\|503555;2026-06-09\|14.82\|5.48\|14.06\|14.86\|13.86\|407062;2026-06-10\|14.99\|1.15\|14.67\|15.40\|14.61\|410662;2026-06-11\|14.41\|-3.87\|14.93\|14.99\|14.30\|312306;2026-06-12\|15.34\|6.45\|14.53\|15.34\|14.10\|685970;2026-06-15\|15.69\|2.28\|15.10\|15.92\|15.08\|585218;2026-06-16\|15.40\|-1.85\|15.55\|15.70\|15.25\|294886;2026-06-17\|14.85\|-3.57\|15.28\|15.55\|14.76\|341391;2026-06-18\|15.48\|4.24\|15.10\|15.75\|14.64\|756351;2026-06-22\|17.03\|10.01\|15.70\|17.03\|15.58\|1059132;2026-06-23\|16.80\|-1.35\|17.18\|17.48\|16.71\|806423;2026-06-24\|17.36\|3.33\|16.71\|17.42\|16.51\|702600;2026-06-25\|17.43\|0.40\|17.14\|17.87\|17.04\|682787;2026-06-26\|17.37\|-0.34\|17.36\|17.79\|17.20\|466318;2026-06-29\|16.65\|-4.15\|17.30\|17.96\|16.38\|621519;2026-06-30\|16.48\|-1.02\|16.60\|16.79\|16.09\|454054;2026-07-01\|17.30\|4.98\|16.48\|17.79\|16.35\|602261;2026-07-02\|16.82\|-2.77\|17.09\|17.34\|16.67\|393919;2026-07-03\|16.71\|-0.65\|16.77\|16.99\|16.47\|368594;2026-07-06\|17.03\|1.92\|16.70\|17.58\|16.61\|388371;2026-07-07\|16.15\|-5.17\|16.82\|16.91\|16.11\|264445;2026-07-08\|16.05\|-0.62\|16.15\|16.26\|15.64\|230987;2026-07-09\|15.82\|-1.43\|16.02\|16.27\|15.66\|197017;2026-07-10\|16.00\|1.14\|15.80\|16.20\|15.47\|219162
113615	其它归类	第三代半导体+车载高压电源行业原因： 1、据科创板日报6月15日报道，韩国政府正式启动“超级创新经济项目”，计划投入5000亿韩元集中攻关碳化硅、氮化镓等下一代功率半导体技术，目标2030年实现产能自给率翻倍。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年5月15日投资者关系活动记录表，公司800V高压平台产品已批量量产，应用GaN器件的新能源车载电源集成产品处于研发阶段。 2、据2026年5月15日投资者关系活动记录表，公司为蔚来、小米、广汽、零跑等主流车企配套多款畅销车型；2026年3月国内OBC市场份额达16.5%NE时代数据。 3、根据公司招股说明书：公司积极开展 SiC、GaN 等第三代宽禁带半导体器件的应用研究及相应的电力电子拓扑优化，并已实现了 SiC 半导体器件在产品中的量产应用。	公司主营车载高压电源系统，国内新能源乘用车市占率居前，新一代液冷超充桩电源模块已量产	2026-03-03\|47.01\|-2.27\|48.65\|49.68\|46.92\|46635;2026-03-04\|46.25\|-1.62\|46.51\|47.83\|46.10\|35454;2026-03-05\|47.41\|2.51\|47.02\|48.20\|46.67\|30943;2026-03-06\|45.85\|-3.29\|47.87\|47.96\|44.88\|50371;2026-03-09\|46.22\|0.81\|45.17\|46.68\|44.11\|49748;2026-03-10\|52.40\|13.37\|46.89\|53.39\|46.88\|97817;2026-03-11\|50.87\|-2.92\|51.55\|52.10\|50.54\|70720;2026-03-12\|49.45\|-2.79\|51.03\|51.20\|49.11\|37003;2026-03-13\|47.94\|-3.05\|49.10\|49.45\|47.73\|42359;2026-03-16\|49.97\|4.23\|47.80\|50.29\|46.40\|72453;2026-03-17\|48.45\|-3.04\|49.97\|51.26\|48.33\|49149;2026-03-18\|49.30\|1.75\|48.85\|49.59\|48.23\|33029;2026-03-19\|48.75\|-1.12\|47.98\|49.66\|47.80\|35519;2026-03-20\|44.63\|-8.45\|49.23\|49.52\|44.57\|82547;2026-03-23\|42.47\|-4.84\|43.63\|45.50\|41.95\|68957;2026-03-24\|43.95\|3.48\|43.28\|44.47\|41.51\|46874;2026-03-25\|44.19\|0.55\|44.30\|45.38\|43.80\|34477;2026-03-26\|44.08\|-0.25\|44.18\|44.98\|43.72\|23710;2026-03-27\|45.95\|4.24\|43.55\|46.40\|43.43\|40641;2026-03-30\|45.41\|-1.18\|45.42\|46.14\|44.80\|25599;2026-03-31\|44.15\|-2.77\|45.41\|46.09\|44.15\|26938;2026-04-01\|45.80\|3.74\|45.10\|46.58\|45.01\|36319;2026-04-02\|45.59\|-0.46\|45.58\|46.18\|44.36\|30487;2026-04-03\|46.15\|1.23\|45.68\|46.59\|44.81\|33695;2026-04-07\|45.41\|-1.60\|46.30\|46.48\|44.90\|38382;2026-04-08\|47.45\|4.49\|46.51\|47.55\|46.06\|43691;2026-04-09\|48.26\|1.71\|47.21\|49.10\|46.70\|35493;2026-04-10\|49.29\|2.13\|49.08\|49.70\|48.32\|33874;2026-04-13\|48.77\|-1.05\|48.60\|50.00\|48.50\|34700;2026-04-14\|48.67\|-0.20\|49.10\|49.20\|48.34\|24779;2026-04-15\|47.60\|-2.20\|48.68\|48.80\|47.51\|23602;2026-04-16\|48.62\|2.14\|47.82\|48.88\|47.50\|29243;2026-04-17\|48.97\|0.72\|48.50\|49.29\|48.20\|24704;2026-04-20\|47.75\|-2.49\|48.97\|49.20\|47.22\|30236;2026-04-21\|47.71\|-0.08\|47.70\|48.20\|46.61\|37595;2026-04-22\|55.31\|15.93\|47.74\|57.25\|47.37\|164656;2026-04-23\|53.35\|-3.54\|55.05\|55.30\|53.30\|96412;2026-04-24\|55.24\|3.54\|53.95\|55.96\|52.52\|86983;2026-04-27\|52.91\|-4.22\|55.50\|55.68\|51.11\|132491;2026-04-28\|50.88\|-3.84\|52.28\|52.87\|50.15\|79731;2026-04-29\|52.40\|2.99\|50.90\|53.45\|49.40\|102302;2026-04-30\|50.53\|-3.57\|51.18\|51.72\|49.84\|65587;2026-05-06\|51.18\|1.29\|51.21\|52.21\|50.70\|73627;2026-05-07\|51.85\|1.31\|51.79\|52.16\|50.80\|49588;2026-05-08\|51.73\|-0.23\|51.65\|52.53\|50.97\|57253;2026-05-11\|54.00\|4.39\|52.24\|54.39\|51.44\|90954;2026-05-12\|53.76\|-0.44\|54.20\|54.38\|52.66\|76334;2026-05-13\|55.31\|2.88\|53.22\|55.65\|52.40\|76812;2026-05-14\|52.60\|-4.90\|55.95\|56.11\|52.60\|77963;2026-05-15\|51.07\|-2.91\|52.61\|52.80\|50.57\|75695;2026-05-18\|53.38\|4.52\|50.99\|53.65\|50.25\|68220;2026-05-19\|54.55\|2.19\|54.00\|55.15\|52.86\|69396;2026-05-20\|56.69\|3.92\|55.16\|57.28\|54.14\|99152;2026-05-21\|54.73\|-3.46\|57.51\|58.10\|54.33\|82977;2026-05-22\|56.36\|2.98\|55.59\|57.02\|54.99\|65145;2026-05-25\|55.63\|-1.30\|54.61\|55.70\|52.97\|88795;2026-05-26\|52.73\|-5.21\|55.02\|55.42\|52.05\|67922;2026-05-27\|51.78\|-1.80\|52.87\|54.09\|51.49\|49768;2026-05-28\|53.95\|4.19\|53.01\|54.10\|52.07\|64917;2026-05-29\|53.50\|-0.83\|54.50\|57.57\|53.02\|80824;2026-06-01\|53.03\|-0.88\|53.45\|56.32\|52.52\|63993;2026-06-02\|55.26\|4.21\|53.50\|56.57\|52.02\|75275;2026-06-03\|59.48\|7.64\|54.97\|61.66\|54.97\|136007;2026-06-04\|42.44\|0.14\|41.70\|42.84\|40.75\|123584;2026-06-05\|42.56\|0.28\|42.21\|43.33\|41.08\|118223;2026-06-08\|41.13\|-3.36\|40.85\|42.83\|40.30\|108136;2026-06-09\|46.24\|12.42\|42.00\|46.69\|41.80\|185120;2026-06-10\|41.22\|-10.86\|44.51\|45.80\|39.80\|211500;2026-06-11\|40.10\|-2.72\|40.50\|42.15\|39.41\|135894;2026-06-12\|37.83\|-5.66\|40.36\|40.60\|37.50\|137448;2026-06-15\|39.25\|3.75\|37.58\|40.15\|37.54\|111804;2026-06-16\|38.04\|-3.08\|39.18\|39.30\|37.78\|100607;2026-06-17\|42.86\|12.67\|37.70\|43.58\|37.06\|193568;2026-06-18\|41.05\|-4.22\|42.00\|43.13\|40.28\|126699;2026-06-22\|44.47\|8.33\|41.05\|45.30\|40.62\|174272;2026-06-23\|44.99\|1.17\|45.11\|47.19\|43.82\|146715;2026-06-24\|47.55\|5.69\|45.60\|48.18\|45.00\|174140;2026-06-25\|44.34\|-6.75\|46.51\|47.44\|43.70\|153308;2026-06-26\|42.26\|-4.69\|43.92\|45.17\|42.21\|93955;2026-06-29\|43.54\|3.03\|42.64\|47.49\|41.60\|189435;2026-06-30\|52.25\|20.00\|43.58\|52.25\|43.54\|253729;2026-07-01\|51.59\|-1.26\|52.25\|52.25\|50.00\|184850;2026-07-02\|52.22\|1.22\|50.66\|53.20\|49.50\|180224;2026-07-03\|52.00\|-0.42\|53.56\|54.20\|50.33\|154034;2026-07-06\|54.52\|4.85\|55.00\|60.03\|54.28\|243200;2026-07-07\|53.30\|-2.24\|54.16\|55.79\|52.80\|140384;2026-07-08\|47.81\|-10.30\|52.75\|53.87\|47.79\|158674;2026-07-09\|57.37\|20.00\|48.25\|57.37\|47.11\|201043;2026-07-10\|55.56\|-3.15\|60.81\|62.60\|55.20\|226882
113614	其它归类	涨停揭秘：金埔园林6月9日涨停，受城市更新政策加码、存量地产盘活提速、园林绿化专项债发行加快及板块估值处于历史低位共同催化；涨停缘由：住建部部署新一轮城市更新行动，重点支持老旧小区改造及生态修复类项目；公司EPC模式在江苏区域市占率领先；2026年Q1新签订单同比增长41%；资金逻辑：主力资金净流入明显，建筑装饰板块资金回流，低市值小盘股获游资关注；风险提示：园林工程回款周期长，应收账款压力较大，地产链景气度修复节奏仍具不确定性	公司主营业务为园林绿化建设项目的设计、施工以及苗木花卉种植与销售业务	2026-03-03\|8.92\|-2.62\|9.19\|9.27\|8.91\|59700;2026-03-04\|8.86\|-0.67\|8.80\|9.04\|8.75\|47489;2026-03-05\|9.03\|1.92\|9.02\|9.16\|8.96\|44680;2026-03-06\|9.42\|4.32\|8.97\|9.44\|8.97\|50911;2026-03-09\|9.30\|-1.27\|9.33\|9.43\|9.10\|68962;2026-03-10\|9.58\|3.01\|9.38\|9.59\|9.33\|52379;2026-03-11\|9.45\|-1.36\|9.60\|9.63\|9.40\|39765;2026-03-12\|9.29\|-1.69\|9.45\|9.54\|9.23\|44338;2026-03-13\|9.37\|0.86\|9.24\|9.55\|9.24\|40668;2026-03-16\|9.30\|-0.75\|9.34\|9.44\|9.18\|49623;2026-03-17\|9.08\|-2.37\|9.30\|9.36\|9.06\|38892;2026-03-18\|9.25\|1.87\|9.15\|9.30\|9.00\|43464;2026-03-19\|8.93\|-3.46\|9.23\|9.27\|8.92\|45521;2026-03-20\|8.44\|-5.49\|9.06\|9.06\|8.40\|87330;2026-03-23\|7.76\|-8.06\|8.30\|8.38\|7.68\|119413;2026-03-24\|8.38\|7.99\|8.19\|8.40\|7.88\|124580;2026-03-25\|8.60\|2.63\|8.45\|8.71\|8.37\|101279;2026-03-26\|8.32\|-3.26\|8.63\|8.66\|8.26\|63068;2026-03-27\|8.48\|1.92\|8.20\|8.49\|8.20\|55510;2026-03-30\|8.59\|1.30\|8.42\|8.62\|8.30\|54743;2026-03-31\|8.43\|-1.86\|8.59\|8.75\|8.41\|51928;2026-04-01\|8.64\|2.49\|8.75\|8.75\|8.47\|52786;2026-04-02\|8.35\|-3.36\|8.66\|8.66\|8.21\|53920;2026-04-03\|8.04\|-3.71\|8.45\|8.45\|7.90\|56856;2026-04-07\|8.32\|3.48\|8.04\|8.38\|7.99\|55285;2026-04-08\|8.72\|4.81\|8.60\|8.78\|8.43\|59572;2026-04-09\|8.35\|-4.24\|8.72\|8.73\|8.33\|47757;2026-04-10\|8.44\|1.08\|8.52\|8.57\|8.36\|47784;2026-04-13\|8.40\|-0.47\|8.44\|8.49\|8.30\|39270;2026-04-14\|8.48\|0.95\|8.53\|8.64\|8.32\|59883;2026-04-15\|8.36\|-1.42\|8.53\|8.59\|8.35\|47563;2026-04-16\|8.69\|3.95\|8.42\|8.74\|8.30\|50739;2026-04-17\|8.57\|-1.38\|8.69\|8.71\|8.51\|42680;2026-04-20\|8.64\|0.82\|8.56\|8.69\|8.51\|39626;2026-04-21\|8.61\|-0.35\|8.63\|8.69\|8.55\|34176;2026-04-22\|8.74\|1.51\|8.59\|8.83\|8.55\|71452;2026-04-23\|8.67\|-0.80\|8.75\|8.77\|8.53\|47343;2026-04-24\|8.90\|2.65\|8.65\|8.96\|8.59\|57755;2026-04-27\|9.08\|2.02\|8.90\|9.15\|8.74\|85788;2026-04-28\|9.15\|0.77\|9.00\|9.25\|9.00\|63853;2026-04-29\|9.40\|2.73\|9.10\|9.49\|9.10\|60291;2026-04-30\|9.45\|0.53\|9.38\|9.85\|9.36\|76244;2026-05-06\|9.64\|2.01\|9.63\|9.80\|9.53\|118214;2026-05-07\|9.66\|0.21\|9.64\|9.85\|9.62\|88007;2026-05-08\|9.71\|0.52\|9.62\|9.80\|9.62\|62300;2026-05-11\|10.06\|3.60\|9.79\|10.10\|9.71\|120656;2026-05-12\|10.30\|2.39\|10.05\|10.43\|10.03\|116663;2026-05-13\|10.52\|2.14\|10.54\|10.79\|10.19\|213307;2026-05-14\|10.90\|3.61\|10.80\|11.12\|10.52\|175993;2026-05-15\|10.49\|-3.76\|11.10\|11.18\|10.37\|158623;2026-05-18\|10.60\|1.05\|10.44\|10.74\|10.44\|117661;2026-05-19\|10.48\|-1.13\|10.66\|10.72\|10.38\|103771;2026-05-20\|10.31\|-1.62\|10.40\|10.46\|10.17\|88539;2026-05-21\|10.20\|-1.07\|10.29\|10.60\|10.15\|104513;2026-05-22\|10.57\|3.63\|10.30\|10.63\|10.17\|86979;2026-05-25\|10.50\|-0.66\|10.57\|11.21\|10.38\|138566;2026-05-26\|10.20\|-2.86\|10.51\|10.69\|10.06\|79637;2026-05-27\|10.27\|0.69\|10.20\|10.32\|9.90\|89113;2026-05-28\|10.34\|0.68\|10.22\|10.50\|10.16\|90485;2026-05-29\|9.94\|-3.87\|10.29\|10.44\|9.84\|94991;2026-06-01\|9.68\|-2.62\|9.94\|10.04\|9.60\|130904;2026-06-02\|9.26\|-4.34\|9.56\|9.71\|8.82\|194514;2026-06-03\|9.28\|0.22\|9.18\|9.44\|8.95\|111920;2026-06-04\|8.97\|-3.34\|9.09\|9.24\|8.83\|95197;2026-06-05\|8.50\|-5.24\|8.90\|8.90\|8.43\|135956;2026-06-08\|8.16\|-4.00\|8.33\|8.55\|7.93\|111517;2026-06-09\|9.38\|14.95\|8.26\|9.79\|7.93\|360494;2026-06-10\|8.41\|-10.34\|9.18\|9.51\|8.25\|295718;2026-06-11\|8.66\|2.97\|8.57\|8.93\|8.09\|249122;2026-06-12\|8.41\|-2.89\|8.74\|9.27\|8.40\|200122;2026-06-15\|8.14\|-3.21\|8.46\|8.66\|8.09\|156620;2026-06-16\|8.40\|3.19\|8.11\|8.70\|7.83\|183235;2026-06-17\|8.60\|2.38\|8.21\|8.70\|8.21\|186371;2026-06-18\|8.93\|3.84\|8.46\|9.22\|8.46\|202340;2026-06-22\|8.70\|-2.58\|8.88\|8.93\|8.52\|154758;2026-06-23\|9.47\|8.85\|8.82\|9.77\|8.72\|247236;2026-06-24\|9.03\|-4.65\|9.51\|9.70\|8.80\|195877;2026-06-25\|8.65\|-4.21\|9.03\|9.10\|8.51\|130796;2026-06-26\|8.27\|-4.39\|8.61\|8.70\|8.14\|111415;2026-06-29\|8.11\|-1.93\|8.29\|8.35\|7.83\|104768;2026-06-30\|8.20\|1.11\|8.04\|8.29\|7.95\|82059;2026-07-01\|8.54\|4.15\|8.18\|8.66\|8.15\|111529;2026-07-02\|8.49\|-0.59\|8.69\|8.94\|8.42\|122982;2026-07-03\|8.24\|-2.94\|8.65\|8.65\|8.23\|90175;2026-07-06\|8.72\|5.83\|8.25\|8.99\|8.25\|151973;2026-07-07\|8.64\|-0.92\|8.72\|9.06\|8.52\|131810;2026-07-08\|8.38\|-3.01\|8.68\|8.95\|8.36\|113975;2026-07-09\|8.28\|-1.19\|8.46\|8.53\|8.06\|103822;2026-07-10\|8.63\|4.23\|8.12\|8.94\|8.05\|163395
113613	其它归类	光伏电池+海外突破+杀菌剂+减亏行业原因：国金证券表示，需求维度，当前市场对需求预期已几乎降至冰点，国内绿电直连、配储等模式缓解光伏消纳压力，分布式新政解决分布式并网卡点、打开分布式需求空间，预计26H2国内需求有望迎来拐点。公司原因： 1、据2026年4月29日机构调研，公司高效N型电池实现量产光电转换效率成功突破27%，目前处于行业第一梯队。 2、据2026年4月29日机构调研，2025年公司光伏业务海外出货量稳定增长，已顺利打入美国市场，突破区域市场准入门槛，精准定位高毛利细分领域。 3、公司是国内较大的杀菌剂生产企业，在国内率先研发甲基硫菌灵，是国内主要的甲基硫菌灵生产企业之一，同时是国内除草剂环嗪酮的攻关单位，是国内首家开发并全面掌握环嗪酮关键技术的企业，也是国内环嗪酮的主要供应商。 4、据2026年4月30日公告，公司2026年一季度营收6.52亿元，同比增长19.89%；归母净利润亏损同比缩小33.01%。	公司正转型 “农化 + 光伏” 双主业	2026-03-03\|6.88\|-4.84\|7.30\|7.36\|6.86\|149356;2026-03-04\|6.83\|-0.73\|6.86\|6.95\|6.62\|158086;2026-03-05\|6.85\|0.29\|6.94\|6.97\|6.75\|104347;2026-03-06\|7.43\|8.47\|6.86\|7.54\|6.80\|436190;2026-03-09\|7.41\|-0.27\|7.44\|7.75\|7.36\|410344;2026-03-10\|7.21\|-2.70\|7.37\|7.40\|7.17\|200558;2026-03-11\|7.26\|0.69\|7.21\|7.32\|7.14\|156714;2026-03-12\|7.23\|-0.41\|7.33\|7.46\|7.21\|191825;2026-03-13\|7.31\|1.11\|7.23\|7.54\|7.22\|242401;2026-03-16\|7.28\|-0.41\|7.31\|7.79\|7.12\|222439;2026-03-17\|7.13\|-2.06\|7.27\|7.48\|7.10\|201703;2026-03-18\|7.09\|-0.56\|7.10\|7.15\|6.97\|135101;2026-03-19\|6.61\|-6.77\|7.10\|7.10\|6.55\|190540;2026-03-20\|6.30\|-4.69\|6.59\|6.59\|6.26\|157616;2026-03-23\|6.06\|-3.81\|6.12\|6.38\|5.98\|164963;2026-03-24\|6.30\|3.96\|6.22\|6.31\|5.97\|134129;2026-03-25\|6.37\|1.11\|6.35\|6.40\|6.28\|93250;2026-03-26\|6.21\|-2.51\|6.33\|6.43\|6.12\|88626;2026-03-27\|6.40\|3.06\|6.13\|6.46\|6.10\|116724;2026-03-30\|6.49\|1.41\|6.35\|6.50\|6.30\|107111;2026-03-31\|6.28\|-3.24\|6.49\|6.54\|6.26\|91047;2026-04-01\|6.29\|0.16\|6.46\|6.46\|6.21\|79881;2026-04-02\|6.09\|-3.18\|6.27\|6.28\|6.05\|64726;2026-04-03\|5.78\|-5.09\|6.09\|6.10\|5.71\|90997;2026-04-07\|6.15\|6.40\|5.82\|6.17\|5.79\|114378;2026-04-08\|6.24\|1.46\|6.21\|6.25\|6.09\|84236;2026-04-09\|6.10\|-2.24\|6.18\|6.21\|6.06\|79391;2026-04-10\|6.09\|-0.16\|6.16\|6.19\|6.06\|70435;2026-04-13\|6.07\|-0.33\|6.09\|6.10\|6.00\|74186;2026-04-14\|6.07\|0.00\|6.12\|6.12\|5.95\|71892;2026-04-15\|5.95\|-1.98\|6.07\|6.15\|5.93\|60868;2026-04-16\|6.02\|1.18\|5.94\|6.03\|5.86\|63602;2026-04-17\|5.97\|-0.83\|6.02\|6.04\|5.90\|79317;2026-04-20\|6.23\|4.36\|6.08\|6.56\|5.96\|238847;2026-04-21\|6.23\|0.00\|6.23\|6.29\|6.14\|147713;2026-04-22\|6.19\|-0.64\|6.20\|6.28\|6.12\|81981;2026-04-23\|6.02\|-2.75\|6.13\|6.19\|6.01\|85467;2026-04-24\|6.12\|1.66\|5.99\|6.17\|5.94\|81845;2026-04-27\|6.24\|1.96\|6.06\|6.27\|5.98\|108795;2026-04-28\|6.30\|0.96\|6.24\|6.34\|6.20\|102771;2026-04-29\|6.44\|2.22\|6.26\|6.50\|6.20\|94013;2026-04-30\|6.51\|1.09\|6.50\|6.59\|6.46\|86594;2026-05-06\|6.53\|0.31\|6.68\|6.69\|6.47\|98617;2026-05-07\|6.55\|0.31\|6.51\|6.60\|6.47\|107890;2026-05-08\|6.60\|0.76\|6.53\|6.62\|6.45\|62812;2026-05-11\|6.69\|1.36\|6.60\|6.72\|6.54\|76678;2026-05-12\|6.59\|-1.49\|6.64\|6.75\|6.54\|70089;2026-05-13\|6.62\|0.46\|6.59\|6.66\|6.53\|66497;2026-05-14\|6.50\|-1.81\|6.61\|6.62\|6.49\|66424;2026-05-15\|6.58\|1.23\|6.52\|6.71\|6.52\|85136;2026-05-18\|6.52\|-0.91\|6.56\|6.57\|6.36\|107003;2026-05-19\|6.58\|0.92\|6.55\|6.60\|6.39\|78233;2026-05-20\|6.43\|-2.28\|6.56\|6.56\|6.36\|65343;2026-05-21\|6.16\|-4.20\|6.50\|6.60\|6.10\|85895;2026-05-22\|6.42\|4.22\|6.19\|6.48\|6.08\|83171;2026-05-25\|6.16\|-4.05\|6.45\|6.53\|6.11\|104242;2026-05-26\|6.10\|-0.97\|6.15\|6.23\|6.03\|92295;2026-05-27\|5.90\|-3.28\|6.14\|6.14\|5.80\|96897;2026-05-28\|5.87\|-0.51\|5.89\|5.95\|5.70\|85574;2026-05-29\|5.67\|-3.41\|5.88\|5.94\|5.61\|89171;2026-06-01\|5.93\|4.59\|5.73\|6.01\|5.54\|111086;2026-06-02\|5.79\|-2.36\|6.01\|6.01\|5.71\|96565;2026-06-03\|5.65\|-2.42\|5.76\|5.81\|5.58\|77674;2026-06-04\|5.52\|-2.30\|5.64\|5.69\|5.45\|86586;2026-06-05\|5.61\|1.63\|5.52\|5.68\|5.40\|70719;2026-06-08\|5.43\|-3.21\|5.40\|5.74\|5.31\|113304;2026-06-09\|5.97\|9.94\|5.66\|5.97\|5.40\|345245;2026-06-10\|5.68\|-4.86\|5.81\|6.29\|5.57\|445986;2026-06-11\|5.50\|-3.17\|5.75\|5.88\|5.41\|243299;2026-06-12\|5.50\|0.00\|5.60\|5.69\|5.33\|187040;2026-06-15\|5.45\|-0.91\|5.57\|5.90\|5.43\|195933;2026-06-16\|5.43\|-0.37\|5.48\|5.49\|5.23\|166585;2026-06-17\|5.20\|-4.24\|5.41\|5.41\|5.15\|152782;2026-06-18\|5.16\|-0.77\|5.15\|5.21\|5.00\|134937;2026-06-22\|5.20\|0.78\|5.11\|5.21\|4.92\|116968;2026-06-23\|5.27\|1.35\|5.17\|5.41\|5.16\|107191;2026-06-24\|5.00\|-5.12\|5.25\|5.32\|4.98\|96245;2026-06-25\|4.89\|-2.20\|5.02\|5.03\|4.80\|105558;2026-06-26\|4.82\|-1.43\|4.85\|4.91\|4.74\|90061;2026-06-29\|4.79\|-0.62\|4.82\|4.90\|4.62\|102752;2026-06-30\|4.78\|-0.21\|4.79\|4.89\|4.66\|70490;2026-07-01\|4.92\|2.93\|4.84\|5.00\|4.75\|103773;2026-07-02\|4.89\|-0.61\|4.90\|5.06\|4.87\|95166;2026-07-03\|4.96\|1.43\|4.90\|5.00\|4.84\|87374;2026-07-06\|4.96\|0.00\|4.94\|5.10\|4.91\|85560;2026-07-07\|4.75\|-4.23\|4.94\|4.96\|4.72\|79891;2026-07-08\|4.65\|-2.11\|4.76\|4.77\|4.62\|63146;2026-07-09\|4.81\|3.44\|4.69\|5.00\|4.58\|206806;2026-07-10\|4.88\|1.46\|4.76\|4.98\|4.71\|151891
113612	其它归类	页岩气收购+氦气+天然气+贵州国资行业原因：据CCTV国际时讯，当地时间6月8日，美国总统特朗普在参加一场为南卡罗来纳州联邦参议员格雷厄姆举行的电话助选活动时表示，美国将在未来两周内对伊朗取得“全面胜利”，届时油价将大幅下跌。美伊双方目前仍在进行谈判。公司原因： 1、据2026年5月30日公告，公司拟发行股份购买贵州页岩气勘探开发有限责任公司100%股权，目前审计、评估及尽职调查等工作正在有序推进中；据近日贵州媒体报道，标的公司实现高纯气体生产领域零的突破，高纯氦气日均产出超200立方米。 2、据2025年8月29日披露的2025年半年度报告，公司是贵州省供气规模最大、管网覆盖最广的城市燃气专业运营商，具备多气源供应优势，正推动向氢能等新能源领域延伸。 3、据2026年2月25日公告及公司信息，公司控股股东为贵州乌江能源投资有限公司，实际控制人为贵州省人民政府国有资产监督管理委员会。	贵州省供气规模最大、管网覆盖区域最广、服务用户最多的城市燃气及综合能源供应服务商	2026-03-03\|7.70\|10.00\|7.30\|7.70\|7.23\|1210098;2026-03-04\|7.15\|-7.14\|7.63\|7.63\|6.93\|913845;2026-03-05\|7.00\|-2.10\|7.10\|7.15\|6.90\|470836;2026-03-06\|6.96\|-0.57\|6.93\|7.00\|6.78\|347141;2026-03-09\|6.97\|0.14\|7.25\|7.36\|6.95\|531646;2026-03-10\|6.87\|-1.43\|6.81\|6.94\|6.77\|301304;2026-03-11\|6.83\|-0.58\|6.86\|6.86\|6.77\|234071;2026-03-12\|6.95\|1.76\|6.86\|7.02\|6.81\|324545;2026-03-13\|6.86\|-1.29\|6.91\|6.99\|6.85\|222947;2026-03-16\|6.87\|0.15\|6.86\|6.96\|6.84\|156566;2026-03-17\|6.77\|-1.46\|6.85\|6.85\|6.76\|184962;2026-03-18\|6.72\|-0.74\|6.75\|6.77\|6.66\|123556;2026-03-19\|6.91\|2.83\|6.80\|6.99\|6.77\|384808;2026-03-20\|6.70\|-3.04\|6.80\|6.86\|6.68\|260881;2026-03-23\|6.44\|-3.88\|6.73\|6.75\|6.38\|240743;2026-03-24\|6.48\|0.62\|6.45\|6.49\|6.23\|157889;2026-03-25\|6.51\|0.46\|6.42\|6.54\|6.40\|136590;2026-03-26\|6.46\|-0.77\|6.49\|6.53\|6.43\|116843;2026-03-27\|6.52\|0.93\|6.41\|6.52\|6.38\|119853;2026-03-30\|6.53\|0.15\|6.52\|6.60\|6.47\|106525;2026-03-31\|6.38\|-2.30\|6.50\|6.53\|6.37\|132213;2026-04-01\|6.39\|0.16\|6.41\|6.45\|6.37\|83805;2026-04-02\|6.40\|0.16\|6.39\|6.45\|6.39\|97078;2026-04-03\|6.22\|-2.81\|6.39\|6.41\|6.20\|116656;2026-04-07\|6.27\|0.80\|6.22\|6.28\|6.16\|55479;2026-04-08\|6.37\|1.59\|6.24\|6.37\|6.24\|92027;2026-04-09\|6.29\|-1.26\|6.36\|6.37\|6.26\|84281;2026-04-10\|6.31\|0.32\|6.29\|6.35\|6.29\|57293;2026-04-13\|6.33\|0.32\|6.34\|6.35\|6.27\|70297;2026-04-14\|6.32\|-0.16\|6.33\|6.35\|6.26\|75392;2026-04-15\|6.25\|-1.11\|6.31\|6.32\|6.24\|75556;2026-04-16\|6.26\|0.16\|6.24\|6.27\|6.22\|51256;2026-04-17\|6.22\|-0.64\|6.25\|6.26\|6.18\|58238;2026-04-20\|6.25\|0.48\|6.22\|6.26\|6.21\|47934;2026-04-21\|6.24\|-0.16\|6.25\|6.25\|6.21\|49133;2026-04-22\|6.29\|0.80\|6.24\|6.30\|6.22\|67946;2026-04-23\|6.35\|0.95\|6.28\|6.35\|6.23\|125551;2026-04-24\|6.30\|-0.79\|6.35\|6.38\|6.26\|86780;2026-04-27\|6.37\|1.11\|6.28\|6.38\|6.27\|92654;2026-04-28\|6.54\|2.67\|6.39\|6.57\|6.39\|203794;2026-04-29\|6.50\|-0.61\|6.50\|6.54\|6.46\|114234;2026-04-30\|6.47\|-0.46\|6.46\|6.49\|6.44\|90690;2026-05-06\|6.48\|0.15\|6.48\|6.52\|6.46\|90556;2026-05-07\|6.38\|-1.54\|6.48\|6.50\|6.37\|106001;2026-05-08\|6.42\|0.63\|6.40\|6.43\|6.35\|83483;2026-05-11\|6.42\|0.00\|6.42\|6.44\|6.39\|101276;2026-05-12\|6.34\|-1.25\|6.41\|6.46\|6.32\|89190;2026-05-13\|6.97\|9.94\|6.35\|6.97\|6.34\|600042;2026-05-14\|7.67\|10.04\|7.03\|7.67\|6.93\|960505;2026-05-15\|8.01\|4.43\|7.80\|8.30\|7.35\|1469611;2026-05-18\|8.81\|9.99\|7.62\|8.81\|7.62\|924622;2026-05-19\|9.69\|9.99\|9.40\|9.69\|9.30\|582541;2026-05-20\|9.83\|1.44\|10.29\|10.66\|9.80\|2209158;2026-05-21\|9.99\|1.63\|9.29\|10.15\|9.06\|1623165;2026-05-22\|10.42\|4.30\|9.65\|10.64\|9.60\|1322899;2026-05-25\|9.90\|-4.99\|10.08\|10.35\|9.77\|833324;2026-05-26\|10.03\|1.31\|9.90\|10.48\|9.71\|817942;2026-05-27\|9.65\|-3.79\|9.86\|10.42\|9.56\|638325;2026-05-28\|9.54\|-1.14\|9.56\|9.75\|9.18\|509107;2026-05-29\|9.35\|-1.99\|9.53\|9.62\|9.10\|444383;2026-06-01\|9.82\|5.03\|9.38\|10.28\|9.24\|627302;2026-06-02\|9.63\|-1.93\|9.72\|9.94\|9.33\|493371;2026-06-03\|9.26\|-3.84\|9.54\|9.63\|9.21\|396604;2026-06-04\|8.79\|-5.08\|9.17\|9.19\|8.70\|485284;2026-06-05\|8.66\|-1.48\|8.65\|8.91\|8.33\|448816;2026-06-08\|8.31\|-4.04\|8.41\|8.63\|8.06\|493749;2026-06-09\|9.14\|9.99\|8.23\|9.14\|8.00\|361110;2026-06-10\|9.31\|1.86\|9.07\|9.52\|8.81\|661254;2026-06-11\|9.18\|-1.40\|9.30\|9.56\|9.02\|453095;2026-06-12\|8.78\|-4.36\|9.06\|9.50\|8.78\|391754;2026-06-15\|8.72\|-0.57\|8.66\|8.96\|8.60\|392624;2026-06-16\|8.30\|-4.82\|8.71\|8.85\|8.28\|403484;2026-06-17\|8.04\|-3.13\|8.27\|8.41\|7.98\|487720;2026-06-18\|7.89\|-1.87\|8.03\|8.05\|7.75\|311489;2026-06-22\|7.63\|-3.30\|7.88\|7.89\|7.38\|325406;2026-06-23\|7.83\|2.62\|7.79\|8.08\|7.48\|341616;2026-06-24\|7.26\|-7.28\|7.73\|7.79\|7.21\|345381;2026-06-25\|7.99\|10.06\|7.25\|7.99\|7.03\|442926;2026-06-26\|7.26\|-9.14\|8.14\|8.14\|7.19\|813587;2026-06-29\|6.80\|-6.34\|7.26\|7.30\|6.77\|450956;2026-06-30\|6.64\|-2.35\|6.86\|6.93\|6.50\|381640;2026-07-01\|6.90\|3.92\|6.64\|7.30\|6.57\|509717;2026-07-02\|6.89\|-0.14\|6.88\|7.26\|6.80\|437362;2026-07-03\|6.80\|-1.31\|6.93\|6.99\|6.75\|265241;2026-07-06\|6.68\|-1.76\|6.75\|7.00\|6.62\|247651;2026-07-07\|6.36\|-4.79\|6.62\|6.70\|6.33\|240685;2026-07-08\|6.25\|-1.73\|6.58\|6.58\|6.20\|261943;2026-07-09\|6.18\|-1.12\|6.25\|6.32\|6.12\|202801;2026-07-10\|6.19\|0.16\|6.18\|6.26\|6.07\|225443

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