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
113561	宇树科技科创板IPO过会	稀土永磁+磁性材料+分红+央企行业原因：商务部6月22日发布公告，宣布将美国稀土公司等10家美国实体列入出口管制管控名单。公司原因： 1、据2026年6月22日公司公告，今日为公司2025年度分红派息股权登记日，以总股本753,883,706股为基数，向全体股东每10股派发现金红利0.58元含税。 2、据2026年5月8日投资者关系活动记录表，公司已变更募集资金用途，将2.99亿元投向“年产3,000吨高性能钕铁硼建设项目”，未来三年达成，围绕稀土永磁主业发展；据2025年年报，公司拥有2,000吨稀土永磁器件产能。 3、据2025年半年报及互动易，公司是全球主要的高纯四氧化三锰生产企业，主营磁性材料、永磁器件等，是国内位居前列的永磁器件生产企业。 4、据2025年年报及公开信息，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。	国内位居前列的永磁器件生产企业；公司拥有2,000吨稀土永磁器件产能，是国内位居前列的永磁器件生产企业，产品广泛应用于机器人自动化领域，细分市场订单涉及人形机器人	2026-03-03\|11.15\|-4.70\|11.72\|11.79\|11.12\|316921;2026-03-04\|11.18\|0.27\|11.02\|11.42\|11.01\|189172;2026-03-05\|11.27\|0.81\|11.39\|11.45\|11.19\|168094;2026-03-06\|11.32\|0.44\|11.33\|11.59\|11.22\|185611;2026-03-09\|11.27\|-0.44\|11.17\|11.40\|11.02\|228418;2026-03-10\|11.32\|0.44\|11.35\|11.44\|11.20\|165804;2026-03-11\|11.20\|-1.06\|11.31\|11.37\|11.15\|134530;2026-03-12\|10.91\|-2.59\|11.16\|11.23\|10.85\|206224;2026-03-13\|10.88\|-0.28\|10.88\|11.16\|10.82\|170092;2026-03-16\|10.39\|-4.50\|10.86\|10.94\|10.32\|252396;2026-03-17\|10.09\|-2.89\|10.42\|10.48\|10.08\|181260;2026-03-18\|10.01\|-0.79\|10.12\|10.20\|9.90\|168145;2026-03-19\|9.48\|-5.29\|9.88\|9.89\|9.43\|272966;2026-03-20\|9.24\|-2.53\|9.49\|9.52\|9.24\|177631;2026-03-23\|8.72\|-5.63\|9.06\|9.14\|8.66\|228349;2026-03-24\|9.02\|3.44\|8.90\|9.02\|8.69\|174153;2026-03-25\|9.20\|2.00\|9.12\|9.23\|9.07\|152964;2026-03-26\|9.16\|-0.43\|9.19\|9.31\|9.12\|105818;2026-03-27\|9.38\|2.40\|9.04\|9.44\|9.03\|148193;2026-03-30\|9.34\|-0.43\|9.28\|9.38\|9.15\|105048;2026-03-31\|9.20\|-1.50\|9.34\|9.39\|9.19\|86180;2026-04-01\|9.33\|1.41\|9.36\|9.40\|9.26\|93679;2026-04-02\|9.20\|-1.39\|9.29\|9.31\|9.11\|78826;2026-04-03\|9.02\|-1.96\|9.22\|9.26\|9.01\|104655;2026-04-07\|9.23\|2.33\|9.10\|9.24\|9.03\|75309;2026-04-08\|9.50\|2.93\|9.43\|9.50\|9.30\|126786;2026-04-09\|9.44\|-0.63\|9.42\|9.49\|9.36\|76687;2026-04-10\|9.51\|0.74\|9.50\|9.63\|9.46\|104710;2026-04-13\|9.65\|1.47\|9.54\|9.69\|9.52\|110702;2026-04-14\|9.70\|0.52\|9.73\|9.73\|9.57\|84674;2026-04-15\|9.56\|-1.44\|9.72\|9.76\|9.54\|86641;2026-04-16\|9.68\|1.26\|9.60\|9.71\|9.50\|84831;2026-04-17\|9.71\|0.31\|9.67\|9.76\|9.62\|79823;2026-04-20\|9.78\|0.72\|9.66\|9.81\|9.65\|86270;2026-04-21\|9.79\|0.10\|9.80\|9.82\|9.68\|74693;2026-04-22\|9.77\|-0.20\|9.73\|9.83\|9.70\|71938;2026-04-23\|9.65\|-1.23\|9.79\|9.80\|9.60\|102314;2026-04-24\|9.55\|-1.04\|9.58\|9.64\|9.45\|99718;2026-04-27\|9.54\|-0.10\|9.47\|9.57\|9.31\|126801;2026-04-28\|9.39\|-1.57\|9.55\|9.59\|9.32\|93320;2026-04-29\|9.69\|3.19\|9.34\|9.73\|9.34\|114353;2026-04-30\|9.65\|-0.41\|9.66\|9.77\|9.62\|82362;2026-05-06\|9.76\|1.14\|9.68\|9.79\|9.66\|106166;2026-05-07\|9.75\|-0.10\|9.79\|9.81\|9.66\|93051;2026-05-08\|9.79\|0.41\|9.72\|9.82\|9.71\|109643;2026-05-11\|9.88\|0.92\|9.83\|9.91\|9.75\|126312;2026-05-12\|9.56\|-3.24\|9.86\|9.86\|9.52\|146258;2026-05-13\|10.02\|4.81\|9.52\|10.33\|9.48\|359746;2026-05-14\|9.97\|-0.50\|10.05\|10.14\|9.89\|270526;2026-05-15\|9.74\|-2.31\|9.88\|10.01\|9.65\|221675;2026-05-18\|9.55\|-1.95\|9.66\|9.66\|9.39\|151754;2026-05-19\|9.37\|-1.88\|9.53\|9.55\|9.23\|159026;2026-05-20\|9.28\|-0.96\|9.35\|9.37\|9.12\|123693;2026-05-21\|9.03\|-2.69\|9.35\|9.56\|9.01\|165678;2026-05-22\|9.33\|3.32\|9.09\|9.38\|9.04\|108724;2026-05-25\|9.44\|1.18\|9.32\|9.47\|9.22\|123184;2026-05-26\|9.40\|-0.42\|9.41\|9.55\|9.25\|119563;2026-05-27\|9.09\|-3.30\|9.41\|9.55\|9.06\|162915;2026-05-28\|9.50\|4.51\|9.09\|9.52\|9.08\|176543;2026-05-29\|9.08\|-4.42\|9.56\|9.66\|9.03\|188013;2026-06-01\|9.22\|1.54\|9.08\|9.36\|9.08\|119948;2026-06-02\|9.26\|0.43\|9.22\|9.35\|8.96\|155366;2026-06-03\|9.94\|7.34\|9.29\|10.19\|9.20\|569952;2026-06-04\|9.82\|-1.21\|10.05\|10.19\|9.66\|494041;2026-06-05\|10.06\|2.44\|9.84\|10.34\|9.78\|399422;2026-06-08\|9.76\|-2.98\|9.82\|10.22\|9.65\|321601;2026-06-09\|10.74\|10.04\|10.01\|10.74\|10.01\|590605;2026-06-10\|11.06\|2.98\|10.93\|11.44\|10.81\|709783;2026-06-11\|11.36\|2.71\|11.16\|11.40\|10.75\|568535;2026-06-12\|11.68\|2.82\|11.46\|12.50\|11.40\|844849;2026-06-15\|12.10\|3.60\|11.71\|12.20\|11.67\|699165;2026-06-16\|12.00\|-0.83\|11.90\|12.16\|11.85\|520074;2026-06-17\|11.88\|-1.00\|11.79\|12.10\|11.54\|565558;2026-06-18\|12.18\|2.53\|11.86\|12.39\|11.80\|455889;2026-06-22\|13.40\|10.02\|12.65\|13.40\|12.13\|696313;2026-06-23\|12.38\|-7.20\|13.40\|13.45\|12.27\|703026;2026-06-24\|11.99\|-3.15\|12.36\|12.75\|11.91\|481672;2026-06-25\|12.52\|4.42\|12.00\|12.85\|11.78\|601498;2026-06-26\|12.20\|-2.56\|12.40\|12.84\|11.96\|443055;2026-06-29\|11.60\|-4.92\|12.21\|12.34\|11.47\|486577;2026-06-30\|12.43\|7.16\|11.45\|12.43\|11.23\|423923;2026-07-01\|12.69\|2.09\|12.50\|12.99\|12.31\|432180;2026-07-02\|12.72\|0.24\|12.36\|13.37\|12.12\|529584;2026-07-03\|12.53\|-1.49\|12.92\|12.95\|12.21\|368162;2026-07-06\|11.85\|-5.43\|12.70\|12.99\|11.83\|365571;2026-07-07\|11.98\|1.10\|11.56\|12.68\|11.50\|420313;2026-07-08\|10.78\|-10.02\|12.03\|12.03\|10.78\|464423;2026-07-09\|9.70\|-10.02\|10.78\|10.82\|9.70\|619507;2026-07-10\|9.13\|-5.88\|9.72\|9.87\|9.13\|657590;2026-07-13\|8.67\|-5.04\|9.15\|9.17\|8.64\|107460
113560	宇树科技科创板IPO过会	涨停揭秘：子公司华翔启源获智元机器人授权，未来三年内承担其全尺寸双足机器人量产任务，实现机器人整机代工突破；涨停缘由：智元机器人产业化进程提速，宁波华翔切入人形机器人核心制造环节，成为国内首批获得量产授权的汽车零部件企业；资金逻辑：机器人板块集体爆发，资金向具备实际订单落地能力的中游制造环节集中，游资与机构协同推升股价；风险提示：委托生产合同执行周期长，产能爬坡与良率提升存在挑战；单一大客户依赖度高，订单可持续性需持续跟踪	公司下属子公司上海华翔启源于2025年6月26日与智元机器人签订了《委托生产合同》，基于双方资产、团队及其他资源，华翔启源已获得智元机器人授权，将在未来三年内生产其部分全尺寸双足机器人产品，以满足智元机器人的产能需求	2026-03-03\|29.51\|-3.63\|30.62\|31.20\|29.32\|183943;2026-03-04\|28.46\|-3.56\|29.26\|29.35\|28.25\|168124;2026-03-05\|28.93\|1.65\|29.01\|29.44\|28.72\|133870;2026-03-06\|28.91\|-0.07\|28.97\|29.42\|28.62\|96459;2026-03-09\|28.19\|-2.49\|28.31\|28.37\|27.05\|196881;2026-03-10\|28.83\|2.27\|28.65\|28.99\|28.54\|145345;2026-03-11\|29.32\|1.70\|29.01\|29.69\|28.80\|143941;2026-03-12\|29.90\|1.98\|29.20\|31.17\|28.96\|247471;2026-03-13\|29.20\|-2.34\|29.60\|30.55\|29.16\|140278;2026-03-16\|28.64\|-1.92\|29.19\|29.19\|28.11\|104662;2026-03-17\|27.75\|-3.11\|28.77\|28.84\|27.62\|116957;2026-03-18\|27.50\|-0.90\|27.89\|28.00\|27.11\|135200;2026-03-19\|26.53\|-3.53\|27.11\|27.25\|26.38\|128756;2026-03-20\|26.03\|-1.88\|26.82\|26.95\|25.90\|127307;2026-03-23\|25.04\|-3.80\|25.39\|26.48\|24.81\|188070;2026-03-24\|24.87\|-0.68\|25.51\|25.65\|24.34\|157821;2026-03-25\|25.34\|1.89\|25.00\|25.86\|24.91\|181134;2026-03-26\|25.28\|-0.24\|25.35\|26.06\|25.14\|154512;2026-03-27\|25.25\|-0.12\|25.00\|25.55\|24.85\|102443;2026-03-30\|25.35\|0.40\|24.80\|25.39\|24.68\|118025;2026-03-31\|25.69\|1.34\|25.45\|26.28\|25.23\|154618;2026-04-01\|26.15\|1.79\|25.94\|26.39\|25.71\|128421;2026-04-02\|25.42\|-2.79\|26.15\|26.22\|25.12\|104118;2026-04-03\|24.84\|-2.28\|25.53\|25.60\|24.81\|83423;2026-04-07\|25.32\|1.93\|24.82\|25.59\|24.82\|125607;2026-04-08\|26.90\|6.24\|26.00\|27.28\|25.86\|182805;2026-04-09\|26.98\|0.30\|26.69\|27.51\|26.50\|124427;2026-04-10\|27.27\|1.07\|27.20\|28.17\|27.10\|132644;2026-04-13\|26.90\|-1.36\|27.12\|27.43\|26.85\|107334;2026-04-14\|27.06\|0.59\|27.12\|27.27\|26.50\|118761;2026-04-15\|28.01\|3.51\|27.10\|28.90\|26.97\|241028;2026-04-16\|27.85\|-0.57\|28.59\|28.62\|27.66\|156004;2026-04-17\|28.00\|0.54\|27.78\|28.12\|27.30\|146745;2026-04-20\|27.96\|-0.14\|27.90\|28.48\|27.66\|149618;2026-04-21\|28.13\|0.61\|27.81\|28.42\|27.81\|131888;2026-04-22\|28.69\|1.99\|27.96\|28.83\|27.91\|137684;2026-04-23\|28.40\|-1.01\|28.80\|28.80\|28.10\|120945;2026-04-24\|27.75\|-2.29\|28.17\|28.36\|27.56\|121452;2026-04-27\|27.65\|-0.36\|27.60\|28.27\|27.55\|110601;2026-04-28\|26.29\|-4.92\|26.00\|26.67\|25.82\|231260;2026-04-29\|26.49\|0.76\|26.18\|26.66\|25.96\|150524;2026-04-30\|26.03\|-1.74\|26.42\|26.67\|25.88\|150279;2026-05-06\|26.95\|3.53\|26.20\|27.27\|26.10\|161182;2026-05-07\|28.93\|7.35\|27.08\|29.17\|26.60\|266768;2026-05-08\|30.40\|5.08\|28.87\|30.58\|28.55\|403589;2026-05-11\|29.71\|-2.27\|30.10\|30.21\|29.35\|297757;2026-05-12\|29.22\|-1.65\|29.85\|30.10\|29.08\|173632;2026-05-13\|29.33\|0.38\|29.22\|29.65\|28.75\|155808;2026-05-14\|28.61\|-2.45\|29.63\|29.84\|28.60\|183587;2026-05-15\|29.21\|2.10\|28.75\|30.55\|28.29\|334497;2026-05-18\|29.18\|-0.10\|29.06\|29.71\|28.70\|236783;2026-05-19\|28.83\|-1.20\|29.75\|30.18\|28.80\|260243;2026-05-20\|27.85\|-3.40\|28.60\|28.67\|27.26\|310983;2026-05-21\|28.65\|2.87\|27.98\|29.55\|27.68\|402318;2026-05-22\|29.88\|4.29\|28.88\|30.99\|28.31\|444976;2026-05-25\|30.11\|0.77\|29.88\|30.55\|29.65\|251201;2026-05-26\|30.10\|-0.03\|30.11\|30.98\|29.02\|371715;2026-05-27\|28.51\|-5.28\|29.62\|30.07\|28.41\|236422;2026-05-28\|27.45\|-3.72\|28.51\|28.63\|27.09\|231726;2026-05-29\|26.07\|-4.12\|27.73\|27.87\|25.80\|267935;2026-06-01\|25.56\|-1.96\|26.08\|26.59\|25.43\|171816;2026-06-02\|24.92\|-2.50\|25.68\|26.24\|24.83\|176719;2026-06-03\|24.68\|-0.96\|24.96\|25.67\|24.47\|193671;2026-06-04\|25.30\|2.51\|24.49\|26.00\|24.05\|229235;2026-06-05\|25.85\|2.17\|25.10\|26.57\|24.15\|282609;2026-06-08\|26.59\|2.86\|25.18\|27.33\|25.07\|280162;2026-06-09\|29.25\|10.00\|26.66\|29.25\|25.47\|485328;2026-06-10\|28.54\|-2.43\|29.61\|30.46\|28.45\|427255;2026-06-11\|27.65\|-3.12\|28.01\|28.21\|27.10\|238526;2026-06-12\|27.01\|-2.31\|28.08\|28.22\|26.99\|208323;2026-06-15\|29.18\|8.03\|27.37\|29.24\|27.06\|337710;2026-06-16\|28.58\|-2.06\|28.80\|28.95\|28.22\|205230;2026-06-17\|27.80\|-2.73\|28.31\|28.36\|27.60\|168247;2026-06-18\|27.06\|-2.66\|27.53\|28.78\|26.89\|315426;2026-06-22\|26.22\|-3.10\|27.07\|27.45\|25.88\|259344;2026-06-23\|25.41\|-3.09\|26.05\|26.81\|25.30\|214139;2026-06-24\|24.73\|-2.68\|25.66\|25.88\|24.59\|246265;2026-06-25\|23.60\|-4.57\|24.66\|24.85\|23.55\|252939;2026-06-26\|22.10\|-6.36\|23.31\|23.60\|21.92\|351456;2026-06-29\|21.98\|-0.54\|22.98\|22.98\|21.66\|266402;2026-06-30\|23.00\|4.64\|22.15\|23.06\|21.85\|311442;2026-07-01\|23.96\|4.17\|22.81\|24.70\|22.75\|318377;2026-07-02\|24.10\|0.58\|24.17\|25.58\|23.76\|332198;2026-07-03\|26.22\|8.80\|24.55\|26.51\|24.42\|530723;2026-07-06\|25.50\|-2.75\|26.10\|26.48\|25.49\|423432;2026-07-07\|24.74\|-2.98\|25.50\|26.38\|24.59\|295995;2026-07-08\|22.68\|-8.33\|24.76\|24.76\|22.66\|283916;2026-07-09\|22.60\|-0.35\|22.64\|22.82\|21.82\|228848;2026-07-10\|23.04\|1.95\|22.65\|23.83\|22.61\|244983;2026-07-13\|22.20\|-3.65\|22.74\|22.79\|22.17\|37046
113559	宇树科技科创板IPO过会	对位芳纶聚合反应器+管式换热器+资产重组+央企 1、据2026年6月9日互动易，公司目前拥有系列化对位芳纶聚合反应器相关产品，“对位芳纶聚合技术及装置”已成功入选《中央企业科技创新成果推荐目录(2020版)》。 2、据2026年6月9日互动易，天华院依托多年技术积累，研制管式换热器技术，可用于电子级异丙醇，现已实现工业化落地应用，目前暂未开展相关技术评价。 3、据2026年6月17日及6月22日互动易，公司拟发行股份购买益阳橡机及北化机100%股权事项仅因评估资料到期而依规中止审核，并非终止。目前公司正全力推进加期评估与申报文件更新工作，待完成后将立即申请恢复审核。 4、据2026年1月10日公告，公司实际控制人为国务院国资委，控股股东为中国化工装备环球控股香港有限公司，具备央企背景。	公司工业机器人产品包括单维滑轨机器人和工业机器人系列	2026-03-03\|9.28\|1.53\|9.14\|9.66\|9.11\|246335;2026-03-04\|9.11\|-1.83\|9.19\|9.33\|8.97\|155103;2026-03-05\|9.26\|1.65\|9.29\|9.37\|9.22\|110466;2026-03-06\|9.25\|-0.11\|9.25\|9.29\|9.13\|80113;2026-03-09\|8.98\|-2.92\|9.18\|9.19\|8.94\|108255;2026-03-10\|8.93\|-0.56\|9.05\|9.09\|8.90\|85581;2026-03-11\|8.97\|0.45\|8.94\|9.13\|8.86\|98200;2026-03-12\|8.85\|-1.34\|8.97\|9.08\|8.81\|88619;2026-03-13\|8.89\|0.45\|8.82\|9.18\|8.82\|119186;2026-03-16\|8.77\|-1.35\|8.92\|9.02\|8.71\|80830;2026-03-17\|8.51\|-2.96\|8.74\|8.82\|8.50\|67891;2026-03-18\|8.55\|0.47\|8.50\|8.55\|8.40\|46681;2026-03-19\|8.27\|-3.27\|8.50\|8.50\|8.23\|55281;2026-03-20\|7.96\|-3.75\|8.25\|8.30\|7.93\|68495;2026-03-23\|7.40\|-7.04\|7.88\|7.93\|7.35\|96834;2026-03-24\|7.83\|5.81\|7.57\|7.96\|7.47\|111622;2026-03-25\|7.94\|1.40\|7.80\|7.94\|7.80\|57247;2026-03-26\|7.84\|-1.26\|7.93\|8.15\|7.82\|64799;2026-03-27\|8.02\|2.30\|7.74\|8.03\|7.74\|52657;2026-03-30\|8.03\|0.12\|7.94\|8.03\|7.84\|47528;2026-03-31\|7.92\|-1.37\|8.03\|8.10\|7.92\|40127;2026-04-01\|7.93\|0.13\|8.05\|8.05\|7.83\|43187;2026-04-02\|7.74\|-2.40\|7.90\|7.92\|7.70\|43050;2026-04-03\|7.67\|-0.90\|7.74\|7.83\|7.60\|44439;2026-04-07\|7.91\|3.13\|7.68\|7.98\|7.68\|57550;2026-04-08\|8.08\|2.15\|8.06\|8.10\|7.94\|52979;2026-04-09\|7.93\|-1.86\|8.07\|8.10\|7.90\|38912;2026-04-10\|8.02\|1.13\|7.96\|8.12\|7.95\|39990;2026-04-13\|7.99\|-0.37\|8.05\|8.05\|7.90\|34878;2026-04-14\|7.94\|-0.63\|8.04\|8.05\|7.87\|37873;2026-04-15\|7.86\|-1.01\|7.94\|8.02\|7.83\|38857;2026-04-16\|8.02\|2.04\|7.86\|8.05\|7.85\|44817;2026-04-17\|7.95\|-0.87\|8.02\|8.06\|7.89\|28064;2026-04-20\|8.00\|0.63\|7.95\|8.02\|7.86\|42084;2026-04-21\|7.92\|-1.00\|8.01\|8.03\|7.86\|47894;2026-04-22\|7.84\|-1.01\|7.87\|7.90\|7.78\|45142;2026-04-23\|7.75\|-1.15\|7.80\|7.86\|7.71\|36914;2026-04-24\|7.89\|1.81\|7.70\|7.94\|7.70\|53240;2026-04-27\|8.03\|1.77\|7.89\|8.03\|7.81\|52577;2026-04-28\|7.92\|-1.37\|7.93\|8.07\|7.87\|53608;2026-04-29\|7.82\|-1.26\|7.50\|7.84\|7.46\|83650;2026-04-30\|7.84\|0.26\|7.83\|7.94\|7.80\|50170;2026-05-06\|7.66\|-2.30\|7.81\|7.90\|7.60\|101103;2026-05-07\|7.66\|0.00\|7.66\|7.75\|7.60\|73140;2026-05-08\|7.83\|2.22\|7.67\|7.85\|7.62\|59374;2026-05-11\|7.74\|-1.15\|7.83\|7.85\|7.65\|69567;2026-05-12\|7.49\|-3.23\|7.74\|7.78\|7.47\|74910;2026-05-13\|7.62\|1.74\|7.49\|7.62\|7.46\|51362;2026-05-14\|7.42\|-2.62\|7.66\|7.67\|7.41\|54391;2026-05-15\|7.37\|-0.67\|7.42\|7.52\|7.35\|48187;2026-05-18\|7.24\|-1.76\|7.40\|7.40\|7.12\|72217;2026-05-19\|7.26\|0.28\|7.23\|7.30\|7.15\|46347;2026-05-20\|7.14\|-1.65\|7.23\|7.23\|7.02\|56487;2026-05-21\|6.85\|-4.06\|7.14\|7.19\|6.84\|70182;2026-05-22\|7.09\|3.50\|6.92\|7.14\|6.82\|66878;2026-05-25\|6.93\|-2.26\|7.05\|7.15\|6.85\|49546;2026-05-26\|6.75\|-2.60\|6.93\|6.94\|6.69\|54442;2026-05-27\|6.65\|-1.48\|6.79\|6.81\|6.58\|54326;2026-05-28\|6.69\|0.60\|6.65\|6.73\|6.53\|45265;2026-05-29\|6.61\|-1.20\|6.69\|6.74\|6.56\|46564;2026-06-01\|6.72\|1.66\|6.58\|6.79\|6.55\|42385;2026-06-02\|6.61\|-1.64\|6.78\|6.82\|6.57\|48076;2026-06-03\|6.56\|-0.76\|6.60\|6.64\|6.49\|44093;2026-06-04\|6.45\|-1.68\|6.53\|6.56\|6.41\|43663;2026-06-05\|6.61\|2.48\|6.44\|6.69\|6.37\|51402;2026-06-08\|6.52\|-1.36\|6.49\|6.60\|6.37\|50151;2026-06-09\|7.17\|9.97\|6.52\|7.17\|6.52\|148502;2026-06-10\|7.09\|-1.12\|7.38\|7.89\|7.01\|355611;2026-06-11\|6.74\|-4.94\|7.01\|7.19\|6.67\|257857;2026-06-12\|6.61\|-1.93\|6.85\|6.99\|6.60\|162660;2026-06-15\|6.69\|1.21\|6.61\|6.84\|6.56\|136760;2026-06-16\|6.82\|1.94\|6.60\|7.00\|6.60\|152058;2026-06-17\|7.50\|9.97\|6.78\|7.50\|6.52\|205246;2026-06-18\|7.37\|-1.73\|7.76\|8.00\|7.21\|365938;2026-06-22\|7.44\|0.95\|7.35\|7.48\|7.10\|212702;2026-06-23\|7.39\|-0.67\|7.37\|7.59\|7.37\|172799;2026-06-24\|7.17\|-2.98\|7.35\|7.35\|7.05\|130326;2026-06-25\|7.89\|10.04\|7.25\|7.89\|7.17\|180566;2026-06-26\|7.74\|-1.90\|7.87\|7.95\|7.55\|276854;2026-06-29\|8.15\|5.30\|7.72\|8.25\|7.55\|288824;2026-06-30\|8.26\|1.35\|7.98\|8.43\|7.80\|242375;2026-07-01\|8.08\|-2.18\|8.18\|8.26\|7.96\|170180;2026-07-02\|7.72\|-4.46\|7.98\|8.00\|7.71\|145156;2026-07-03\|7.91\|2.46\|7.62\|7.96\|7.45\|149554;2026-07-06\|7.41\|-6.32\|7.80\|7.85\|7.19\|124165;2026-07-07\|7.68\|3.64\|7.36\|7.99\|7.27\|149106;2026-07-08\|7.88\|2.60\|7.59\|7.98\|7.47\|152590;2026-07-09\|8.07\|2.41\|7.79\|8.15\|7.70\|175881;2026-07-10\|7.79\|-3.47\|8.00\|8.00\|7.70\|135305;2026-07-13\|7.65\|-1.80\|7.77\|7.79\|7.64\|15596
113558	宇树科技科创板IPO过会	空调风叶+机器人概念+定增获批+广州国资 1、据2026年4月15日年报，公司是国内塑料空调风叶的龙头企业，具有“塑料改性—高精密模具设计制造—智能装备制造—高效低噪塑料风叶及精密嵌件注塑研发生产”产业链，产品获得国内外知名空调整机厂商认可 2、据2025年7月19日官微：顺威股份自动化解决方案荣登广东省“机器人+”典型案例。 3、据2026年6月4日公告，公司2026年度以简易程序向特定对象发行股票的整体方案获得广州开发区投资集团有限公司批复同意，募集资金总额不超过24,229.10万元。 4、据2025年12月18日公告，公司实际控制人变更为广州经济技术开发区管理委员会，控股股东为广州开投智造产业投资集团有限公司，公司具备国资背景。	公司自动化解决方案荣登广东省“机器人+”典型案例	2026-03-03\|7.24\|-4.61\|7.61\|7.65\|7.24\|160096;2026-03-04\|7.21\|-0.41\|7.15\|7.30\|7.13\|100451;2026-03-05\|7.29\|1.11\|7.32\|7.40\|7.24\|98448;2026-03-06\|7.45\|2.19\|7.27\|7.53\|7.26\|107928;2026-03-09\|7.29\|-2.15\|7.40\|7.40\|7.18\|109865;2026-03-10\|7.47\|2.47\|7.36\|7.48\|7.35\|94958;2026-03-11\|7.38\|-1.20\|7.48\|7.50\|7.37\|79838;2026-03-12\|7.23\|-2.03\|7.35\|7.38\|7.21\|96774;2026-03-13\|7.17\|-0.83\|7.26\|7.28\|7.16\|78844;2026-03-16\|7.17\|0.00\|7.20\|7.22\|7.11\|75162;2026-03-17\|7.02\|-2.09\|7.20\|7.22\|7.02\|84893;2026-03-18\|7.13\|1.57\|7.07\|7.13\|6.99\|84092;2026-03-19\|6.87\|-3.65\|7.06\|7.10\|6.84\|109288;2026-03-20\|6.67\|-2.91\|6.90\|6.93\|6.67\|126286;2026-03-23\|6.35\|-4.80\|6.58\|6.66\|6.30\|150944;2026-03-24\|6.53\|2.83\|6.49\|6.57\|6.37\|179492;2026-03-25\|6.60\|1.07\|6.59\|6.62\|6.54\|113083;2026-03-26\|6.50\|-1.52\|6.58\|6.70\|6.48\|97335;2026-03-27\|6.52\|0.31\|6.42\|6.56\|6.42\|79187;2026-03-30\|6.59\|1.07\|6.48\|6.59\|6.43\|83274;2026-03-31\|6.47\|-1.82\|6.59\|6.68\|6.46\|87399;2026-04-01\|6.63\|2.47\|6.58\|6.63\|6.51\|87536;2026-04-02\|6.98\|5.28\|6.62\|7.00\|6.44\|352893;2026-04-03\|6.82\|-2.29\|6.90\|7.04\|6.79\|305978;2026-04-07\|6.64\|-2.64\|6.82\|6.84\|6.62\|190811;2026-04-08\|6.98\|5.12\|6.72\|7.09\|6.65\|295135;2026-04-09\|7.08\|1.43\|6.93\|7.21\|6.91\|334234;2026-04-10\|6.85\|-3.25\|7.10\|7.10\|6.85\|211886;2026-04-13\|7.10\|3.65\|6.80\|7.20\|6.74\|236342;2026-04-14\|7.08\|-0.28\|7.18\|7.19\|6.95\|171563;2026-04-15\|6.95\|-1.84\|7.10\|7.16\|6.91\|167690;2026-04-16\|6.94\|-0.14\|6.94\|7.00\|6.88\|127587;2026-04-17\|7.00\|0.86\|6.94\|7.06\|6.88\|144868;2026-04-20\|6.99\|-0.14\|6.99\|7.02\|6.93\|99857;2026-04-21\|6.84\|-2.15\|6.97\|6.98\|6.78\|133344;2026-04-22\|6.79\|-0.73\|6.81\|6.84\|6.69\|116620;2026-04-23\|6.69\|-1.47\|6.78\|6.80\|6.62\|131564;2026-04-24\|6.77\|1.20\|6.69\|6.87\|6.47\|197334;2026-04-27\|7.05\|4.14\|6.71\|7.14\|6.71\|249432;2026-04-28\|7.08\|0.43\|7.02\|7.19\|6.87\|239143;2026-04-29\|7.11\|0.42\|7.03\|7.18\|7.03\|133366;2026-04-30\|7.12\|0.14\|7.06\|7.18\|7.05\|156625;2026-05-06\|7.47\|4.92\|7.10\|7.47\|7.06\|326345;2026-05-07\|7.81\|4.55\|7.44\|7.85\|7.37\|444039;2026-05-08\|8.15\|4.35\|7.75\|8.23\|7.70\|627620;2026-05-11\|7.65\|-6.13\|8.15\|8.19\|7.61\|566539;2026-05-12\|7.26\|-5.10\|7.66\|7.66\|7.21\|532511;2026-05-13\|6.72\|-7.44\|7.21\|7.28\|6.66\|685350;2026-05-14\|6.32\|-5.95\|6.72\|6.74\|6.30\|433792;2026-05-15\|6.27\|-0.79\|6.25\|6.42\|6.22\|296407;2026-05-18\|6.02\|-3.99\|6.25\|6.25\|5.95\|257707;2026-05-19\|6.11\|1.50\|5.99\|6.14\|5.96\|154876;2026-05-20\|6.02\|-1.47\|6.06\|6.08\|5.96\|149054;2026-05-21\|5.80\|-3.65\|6.04\|6.05\|5.79\|153311;2026-05-22\|5.85\|0.86\|5.80\|5.90\|5.75\|120765;2026-05-25\|5.72\|-2.22\|5.84\|5.87\|5.67\|136618;2026-05-26\|5.60\|-2.10\|5.69\|5.69\|5.52\|146100;2026-05-27\|5.43\|-3.04\|5.61\|5.64\|5.39\|163266;2026-05-28\|5.47\|0.74\|5.44\|5.53\|5.37\|137493;2026-05-29\|5.33\|-2.56\|5.48\|5.54\|5.31\|135466;2026-06-01\|5.52\|3.56\|5.32\|5.56\|5.29\|142021;2026-06-02\|5.40\|-2.17\|5.52\|5.54\|5.35\|119379;2026-06-03\|5.43\|0.56\|5.39\|5.47\|5.34\|93741;2026-06-04\|5.59\|2.95\|5.44\|5.62\|5.40\|203096;2026-06-05\|5.62\|0.54\|5.55\|5.68\|5.45\|170900;2026-06-08\|5.29\|-5.87\|5.50\|5.57\|5.25\|177061;2026-06-09\|5.82\|10.02\|5.33\|5.82\|5.31\|201838;2026-06-10\|5.70\|-1.89\|5.87\|5.94\|5.58\|322806;2026-06-11\|5.55\|-2.63\|5.60\|5.67\|5.45\|171381;2026-06-12\|5.63\|1.44\|5.66\|5.69\|5.53\|159124;2026-06-15\|5.79\|2.84\|5.62\|5.79\|5.60\|167629;2026-06-16\|5.68\|-1.90\|5.75\|5.75\|5.58\|145910;2026-06-17\|5.40\|-4.93\|5.61\|5.66\|5.40\|164141;2026-06-18\|5.16\|-4.44\|5.40\|5.41\|5.13\|166676;2026-06-22\|5.16\|0.00\|5.11\|5.16\|4.94\|208404;2026-06-23\|5.14\|-0.39\|5.10\|5.30\|5.07\|175978;2026-06-24\|4.99\|-2.92\|5.13\|5.18\|4.96\|150305;2026-06-25\|4.81\|-3.61\|4.94\|5.09\|4.80\|182672;2026-06-26\|4.73\|-1.66\|4.84\|4.93\|4.73\|142633;2026-06-29\|4.85\|2.54\|4.77\|4.92\|4.67\|177248;2026-06-30\|4.98\|2.68\|4.81\|5.14\|4.77\|194238;2026-07-01\|5.22\|4.82\|5.01\|5.35\|4.91\|256756;2026-07-02\|5.22\|0.00\|5.25\|5.45\|5.15\|201328;2026-07-03\|5.33\|2.11\|5.22\|5.38\|5.17\|183877;2026-07-06\|5.19\|-2.63\|5.30\|5.37\|5.19\|132693;2026-07-07\|5.00\|-3.66\|5.15\|5.21\|5.00\|139545;2026-07-08\|4.94\|-1.20\|5.01\|5.04\|4.90\|104778;2026-07-09\|4.93\|-0.20\|4.90\|4.99\|4.77\|111795;2026-07-10\|4.99\|1.22\|4.91\|5.10\|4.80\|139611;2026-07-13\|4.87\|-2.40\|4.98\|4.99\|4.86\|20899
113557	宇树科技科创板IPO过会	人形机器人+飞行汽车+汽车金属结构件行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2025年9月10日业绩说明会，公司已获取飞行器产品定点累计金额超3亿元；行星滚柱丝杠经检测多批次传动效率处于行业领先地位，公司持续与多家机器人团队交流并送样。 2、据2026年4月25日年报，公司全面推进与国内新势力第一梯队车企同时为飞行汽车头部企业业务合作，在取得其新能源汽车产品及飞行汽车产品定点的同时，积极推进人形机器人相关配套产品落地。 3、据2026年5月21日公告，控股股东拟协议转让5.0121%股份引入钎镱汇金1号基金，有助于优化股权结构；据2026年5月26日机构调研，2026年一季度公司归母净利润同比增长127.15%，得益于深耕主业与成本管控。	汽车金属零部件供应商，表示积极寻求新能源汽车产业链增量市场、人形机器人等领域的投资并购机会	2026-03-03\|11.74\|-5.55\|12.49\|12.54\|11.71\|95821;2026-03-04\|11.67\|-0.60\|11.64\|11.72\|11.45\|68659;2026-03-05\|11.86\|1.63\|12.05\|12.06\|11.71\|58744;2026-03-06\|12.06\|1.69\|11.86\|12.15\|11.80\|50694;2026-03-09\|11.72\|-2.82\|11.89\|11.89\|11.49\|61829;2026-03-10\|12.01\|2.47\|11.90\|12.08\|11.82\|45181;2026-03-11\|11.95\|-0.50\|12.03\|12.25\|11.81\|66349;2026-03-12\|11.69\|-2.18\|12.09\|12.09\|11.61\|53296;2026-03-13\|11.66\|-0.26\|11.56\|11.83\|11.55\|39689;2026-03-16\|11.40\|-2.23\|11.63\|11.68\|11.30\|62340;2026-03-17\|11.20\|-1.75\|11.42\|11.54\|11.05\|51214;2026-03-18\|11.23\|0.27\|11.20\|11.24\|10.97\|35164;2026-03-19\|10.91\|-2.85\|11.04\|11.12\|10.83\|36787;2026-03-20\|10.71\|-1.83\|10.91\|10.98\|10.62\|48943;2026-03-23\|10.30\|-3.83\|10.69\|10.76\|10.07\|70901;2026-03-24\|10.40\|0.97\|10.61\|10.65\|10.03\|70409;2026-03-25\|10.56\|1.54\|10.43\|10.58\|10.31\|39592;2026-03-26\|10.42\|-1.33\|10.55\|10.65\|10.40\|38707;2026-03-27\|10.54\|1.15\|10.31\|10.54\|10.29\|24483;2026-03-30\|10.59\|0.47\|10.43\|10.60\|10.36\|21340;2026-03-31\|10.47\|-1.13\|10.56\|10.68\|10.46\|21459;2026-04-01\|10.68\|2.01\|10.66\|10.71\|10.53\|27253;2026-04-02\|10.98\|2.81\|10.65\|11.28\|10.55\|102505;2026-04-03\|10.90\|-0.73\|10.86\|10.99\|10.72\|49968;2026-04-07\|11.99\|10.00\|10.82\|11.99\|10.70\|232608;2026-04-08\|11.99\|0.00\|12.35\|12.63\|11.82\|288413;2026-04-09\|11.81\|-1.50\|11.75\|12.00\|11.63\|132441;2026-04-10\|11.94\|1.10\|11.78\|12.03\|11.77\|85732;2026-04-13\|11.97\|0.25\|11.94\|12.03\|11.76\|66528;2026-04-14\|12.03\|0.50\|11.99\|12.06\|11.82\|68929;2026-04-15\|12.22\|1.58\|12.05\|12.29\|12.01\|85755;2026-04-16\|12.57\|2.86\|12.22\|12.86\|12.20\|139242;2026-04-17\|12.44\|-1.03\|12.50\|12.70\|12.42\|91156;2026-04-20\|12.68\|1.93\|12.49\|12.84\|12.41\|82304;2026-04-21\|12.45\|-1.81\|12.84\|12.84\|12.37\|63564;2026-04-22\|12.69\|1.93\|12.40\|12.83\|12.38\|80825;2026-04-23\|12.56\|-1.02\|12.63\|12.78\|12.47\|56695;2026-04-24\|12.50\|-0.48\|12.57\|12.61\|12.34\|67707;2026-04-27\|12.60\|0.80\|12.51\|12.73\|12.40\|71860;2026-04-28\|12.54\|-0.48\|12.62\|12.65\|12.46\|46925;2026-04-29\|12.76\|1.75\|12.59\|12.92\|12.48\|70047;2026-04-30\|12.82\|0.47\|12.84\|13.06\|12.80\|72053;2026-05-06\|12.82\|0.00\|12.75\|12.86\|12.54\|57438;2026-05-07\|12.89\|0.55\|12.80\|12.94\|12.69\|56506;2026-05-08\|13.12\|1.78\|12.81\|13.20\|12.78\|61789;2026-05-11\|13.16\|0.30\|13.30\|13.35\|12.98\|79882;2026-05-12\|13.05\|-0.84\|13.16\|13.24\|12.96\|44441;2026-05-13\|13.37\|2.45\|13.12\|13.50\|12.99\|69581;2026-05-14\|13.01\|-2.69\|13.36\|13.49\|12.91\|73361;2026-05-15\|13.30\|2.23\|13.03\|13.55\|13.03\|79057;2026-05-18\|13.36\|0.45\|13.30\|13.36\|13.01\|79147;2026-05-19\|13.45\|0.67\|13.43\|13.69\|13.28\|64256;2026-05-20\|14.01\|4.16\|13.38\|14.08\|13.15\|119309;2026-05-21\|13.67\|-2.43\|13.93\|14.56\|13.60\|156704;2026-05-22\|14.06\|2.85\|13.52\|14.42\|13.45\|133074;2026-05-25\|14.71\|4.62\|14.30\|14.98\|14.17\|158159;2026-05-26\|14.19\|-3.54\|14.58\|14.90\|13.90\|166071;2026-05-27\|13.95\|-1.69\|14.03\|14.33\|13.78\|90803;2026-05-28\|13.70\|-1.79\|13.86\|14.21\|13.47\|97786;2026-05-29\|13.57\|-0.95\|13.60\|13.88\|13.42\|88553;2026-06-01\|13.85\|2.06\|13.71\|14.06\|13.18\|81500;2026-06-02\|14.37\|3.75\|13.95\|14.51\|13.85\|112130;2026-06-03\|15.81\|10.02\|14.21\|15.81\|14.11\|226085;2026-06-04\|16.71\|5.69\|15.95\|17.00\|15.91\|317216;2026-06-05\|17.62\|5.45\|16.50\|17.75\|16.37\|308998;2026-06-08\|17.97\|1.99\|16.98\|18.18\|16.78\|300100;2026-06-09\|19.77\|10.02\|17.80\|19.77\|17.58\|163529;2026-06-10\|17.79\|-10.02\|20.68\|20.78\|17.79\|297071;2026-06-11\|16.55\|-6.97\|16.64\|17.80\|16.05\|349648;2026-06-12\|15.65\|-5.44\|16.70\|16.70\|15.60\|269667;2026-06-15\|15.38\|-1.73\|15.94\|16.23\|15.19\|205168;2026-06-16\|15.04\|-2.21\|15.21\|15.54\|14.95\|167759;2026-06-17\|15.48\|2.93\|14.85\|15.75\|14.71\|233148;2026-06-18\|15.06\|-2.71\|15.25\|15.48\|14.92\|130316;2026-06-22\|14.33\|-4.85\|14.90\|15.18\|14.15\|148991;2026-06-23\|14.09\|-1.67\|14.26\|14.52\|14.07\|81512;2026-06-24\|13.64\|-3.19\|14.10\|14.19\|13.50\|75999;2026-06-25\|13.18\|-2.30\|13.50\|13.60\|13.05\|83718;2026-06-26\|13.30\|0.91\|13.09\|13.85\|12.75\|129351;2026-06-29\|13.55\|1.88\|13.32\|13.65\|12.93\|104027;2026-06-30\|14.91\|10.04\|13.65\|14.91\|13.45\|133693;2026-07-01\|14.35\|-3.76\|15.19\|15.30\|14.21\|171448;2026-07-02\|14.39\|0.28\|14.25\|14.88\|14.24\|139628;2026-07-03\|14.92\|3.68\|14.52\|15.45\|14.42\|179049;2026-07-06\|14.33\|-3.95\|14.78\|15.31\|14.26\|133850;2026-07-07\|14.03\|-2.09\|14.18\|14.81\|14.02\|95321;2026-07-08\|13.20\|-5.92\|13.90\|13.91\|13.10\|102027;2026-07-09\|13.25\|0.38\|13.38\|13.55\|12.75\|73169;2026-07-10\|13.12\|-0.98\|13.17\|13.60\|13.10\|57399;2026-07-13\|12.86\|-1.98\|13.10\|13.10\|12.78\|7171
113556	宇树科技科创板IPO过会	与宇树科技合资+人形机器人+机器人零部件行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据科创板日报2026年6月30日报道，宇树科技、晋拓股份等于6月29日共同成立上海拓天智联科技有限公司，其中晋拓股份持股60%，宇树科技持股10%；据中国新闻网2026年7月2日报道，中国证监会已同意宇树科技IPO注册。 2、据2026年4月23日年报，公司深耕机器人精密零部件领域逾十载，核心产品覆盖手臂、腿部、关节臂等关键结构件，已与国内头部企业建立合作关系，2026年将机器人零部件业务作为战略核心，抢抓人形机器人零部件规模化发展机遇。 3、据2026年4月23日年报及2026年4月30日公告，公司主营铝合金精密压铸件，形成了以汽车零部件为主，同时涵盖机器人及工业自动化零部件、卫星通信零部件的多元化产品结构，协作机器人客户包括UR、越疆、节卡等知名厂商。	公司机器人业务主要为国际知名品牌柔性机器人提供零部件；公司与施耐德、UR机器人等合作，向其供应伺服马达、感应器、机器关节所需要的零部件	2026-03-03\|21.28\|-5.46\|22.50\|22.85\|21.21\|58944;2026-03-04\|20.85\|-2.02\|20.71\|21.28\|20.60\|43634;2026-03-05\|20.90\|0.24\|21.14\|21.50\|20.79\|27522;2026-03-06\|21.22\|1.53\|20.78\|21.70\|20.75\|33360;2026-03-09\|21.12\|-0.47\|21.10\|21.29\|20.52\|38967;2026-03-10\|22.58\|6.91\|21.20\|22.73\|21.20\|64191;2026-03-11\|23.51\|4.12\|22.51\|24.05\|22.51\|130150;2026-03-12\|23.25\|-1.11\|23.49\|23.70\|23.12\|57338;2026-03-13\|22.61\|-2.75\|23.12\|23.35\|22.61\|46217;2026-03-16\|23.62\|4.47\|22.44\|23.86\|22.23\|58092;2026-03-17\|24.21\|2.50\|23.62\|24.90\|23.20\|121146;2026-03-18\|25.04\|3.43\|24.36\|25.10\|23.91\|82427;2026-03-19\|23.60\|-5.75\|24.58\|24.98\|23.48\|73219;2026-03-20\|23.71\|0.47\|24.33\|24.65\|23.60\|67681;2026-03-23\|24.78\|4.51\|24.19\|26.08\|24.19\|226323;2026-03-24\|25.26\|1.94\|25.38\|25.87\|23.64\|207180;2026-03-25\|25.05\|-0.83\|25.54\|25.77\|24.64\|102628;2026-03-26\|24.29\|-3.03\|25.05\|25.19\|24.00\|71942;2026-03-27\|24.00\|-1.19\|23.52\|24.36\|23.15\|73958;2026-03-30\|25.22\|5.08\|23.61\|25.80\|23.46\|112747;2026-03-31\|25.31\|0.36\|25.70\|26.08\|24.72\|78443;2026-04-01\|25.50\|0.75\|25.36\|25.83\|25.04\|63211;2026-04-02\|24.75\|-2.94\|25.48\|25.65\|24.57\|50839;2026-04-03\|23.81\|-3.80\|25.20\|25.20\|23.71\|48711;2026-04-07\|23.72\|-0.38\|23.94\|24.99\|23.53\|39400;2026-04-08\|26.09\|9.99\|24.26\|26.09\|23.87\|139986;2026-04-09\|26.30\|0.80\|26.00\|26.66\|25.80\|166976;2026-04-10\|26.07\|-0.87\|26.50\|26.90\|26.01\|94691;2026-04-13\|25.87\|-0.77\|25.80\|26.00\|25.33\|85595;2026-04-14\|25.60\|-1.04\|25.97\|26.20\|25.01\|70327;2026-04-15\|26.91\|5.12\|25.56\|28.16\|25.40\|192732;2026-04-16\|26.49\|-1.56\|26.90\|27.18\|25.89\|140766;2026-04-17\|26.20\|-1.09\|26.22\|26.66\|25.70\|139283;2026-04-20\|27.05\|3.24\|26.20\|28.10\|26.01\|212385;2026-04-21\|25.14\|-7.06\|27.00\|27.50\|24.50\|197858;2026-04-22\|25.59\|1.79\|24.94\|26.24\|24.48\|124388;2026-04-23\|23.95\|-6.41\|25.37\|25.60\|23.74\|143899;2026-04-24\|23.09\|-3.59\|23.90\|24.15\|22.76\|81225;2026-04-27\|25.40\|10.00\|22.95\|25.40\|22.77\|131994;2026-04-28\|25.06\|-1.34\|25.00\|26.07\|24.90\|126575;2026-04-29\|26.65\|6.34\|25.19\|27.07\|24.56\|133038;2026-04-30\|26.80\|0.56\|26.16\|27.20\|25.75\|95958;2026-05-06\|27.71\|3.40\|27.50\|29.00\|27.00\|138332;2026-05-07\|27.71\|0.00\|27.79\|28.35\|27.30\|105482;2026-05-08\|28.15\|1.59\|27.59\|28.68\|27.30\|85645;2026-05-11\|28.08\|-0.25\|27.71\|28.20\|27.40\|71916;2026-05-12\|30.89\|10.01\|28.16\|30.89\|28.16\|94936;2026-05-13\|30.73\|-0.52\|30.93\|31.30\|29.59\|215077;2026-05-14\|30.61\|-0.39\|30.20\|31.87\|30.20\|167024;2026-05-15\|30.47\|-0.46\|30.50\|31.46\|29.80\|182729;2026-05-18\|29.32\|-3.77\|30.17\|30.17\|29.00\|113584;2026-05-19\|28.64\|-2.32\|29.03\|29.64\|28.33\|96551;2026-05-20\|30.18\|5.38\|28.72\|30.57\|28.72\|125218;2026-05-21\|29.54\|-2.12\|30.78\|31.45\|29.49\|108034;2026-05-22\|29.76\|0.74\|29.48\|30.64\|28.83\|69921;2026-05-25\|31.01\|4.20\|29.50\|31.66\|29.50\|109967;2026-05-26\|28.46\|-8.22\|31.81\|32.60\|28.00\|164178;2026-05-27\|27.54\|-3.23\|28.51\|29.11\|27.04\|95958;2026-05-28\|28.00\|1.67\|27.54\|29.00\|26.85\|69294;2026-05-29\|27.20\|-2.86\|28.40\|28.52\|26.92\|58890;2026-06-01\|26.68\|-1.91\|26.54\|27.29\|26.45\|39805;2026-06-02\|26.50\|-0.67\|26.45\|26.78\|25.50\|51625;2026-06-03\|26.85\|1.32\|26.39\|27.94\|26.39\|49125;2026-06-04\|27.60\|2.79\|26.65\|28.26\|26.60\|63803;2026-06-05\|27.52\|-0.29\|28.00\|28.15\|26.28\|62254;2026-06-08\|28.57\|3.82\|26.29\|29.13\|26.29\|92447;2026-06-09\|31.43\|10.01\|31.00\|31.43\|30.00\|104153;2026-06-10\|31.00\|-1.37\|31.73\|32.24\|30.70\|162491;2026-06-11\|33.09\|6.74\|30.80\|33.78\|30.17\|179425;2026-06-12\|29.78\|-10.00\|33.09\|33.10\|29.78\|168885;2026-06-15\|30.37\|1.98\|30.00\|30.97\|29.39\|133785;2026-06-16\|31.63\|4.15\|30.11\|31.85\|30.00\|92632;2026-06-17\|33.13\|4.74\|31.31\|33.97\|30.80\|129284;2026-06-18\|36.44\|9.99\|33.79\|36.44\|33.01\|91703;2026-06-22\|36.93\|1.34\|37.10\|37.30\|34.50\|173880;2026-06-23\|37.00\|0.19\|36.50\|37.67\|35.74\|133311;2026-06-24\|36.22\|-2.11\|36.48\|37.80\|35.58\|101136;2026-06-25\|34.80\|-3.92\|36.22\|37.32\|34.22\|113658;2026-06-26\|33.97\|-2.39\|35.60\|35.60\|33.58\|97542;2026-06-29\|32.28\|-4.97\|33.40\|33.90\|30.87\|100764;2026-06-30\|35.51\|10.01\|32.30\|35.51\|31.80\|132762;2026-07-01\|33.16\|-6.62\|35.88\|36.65\|32.90\|117565;2026-07-02\|32.67\|-1.48\|32.61\|34.30\|32.16\|80438;2026-07-03\|35.94\|10.01\|33.35\|35.94\|33.01\|76752;2026-07-06\|39.53\|9.99\|37.34\|39.53\|37.00\|138060;2026-07-07\|37.04\|-6.30\|39.14\|42.29\|35.94\|328768;2026-07-08\|34.98\|-5.56\|36.65\|38.90\|34.80\|192537;2026-07-09\|34.44\|-1.54\|35.00\|36.38\|33.00\|130211;2026-07-10\|37.88\|9.99\|33.92\|37.88\|33.80\|120079;2026-07-13\|34.83\|-7.86\|37.69\|37.69\|34.80\|39315
113555	宇树科技科创板IPO过会	人形机器人+工业机器人出货量第一+一季报增长行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月5日投资者关系活动记录表，2026年第一季度公司工业机器人市占率同比进一步提升，位居中国机器人市场出货量第一，同时公司一季度实现归母净利润9,783.67万元，同比增长674.64%；据2026年6月5日投资者关系活动记录表，公司已对部分产品进行价格调整以传导原材料成本上涨影响。 2、据2025年7月1日互动易，公司参股的埃斯顿酷卓发布了第二代人形机器人Codroid 02，从自主核心部件、智能架构创新、全场景工业落地三个维度展现其在具身智能领域的成果；据2026年6月2日互动易，埃斯顿酷卓开展人形机器人业务。 3、据2026年6月5日投资者关系活动记录表，公司推出全新一代iER系列智能化工业机器人产品，构建工业级大模型与深度学习框架支撑的具身智能底座，并将AI技术融入焊接、打磨等场景的智能化解决方案。 4、据2026年6月23日公告，为优化管理架构、提升经营效率，公司拟吸收合并全资子公司南京埃斯顿自动控制技术有限公司。	国产工业机器人龙头；公司通过参股埃斯顿酷卓对人形机器人产品进行前期布局，酷卓的首发人形机器人CODROID 01已于今年工博会上进行展示，并正在进行下一轮的设计与小批量工业场景验证，配合工业机器人在智能生产线和智能工厂中进行应用	2026-03-03\|21.74\|-4.57\|22.89\|23.13\|21.72\|224273;2026-03-04\|21.55\|-0.87\|21.55\|21.90\|21.40\|156437;2026-03-05\|21.99\|2.04\|22.26\|22.30\|21.82\|151981;2026-03-06\|22.23\|1.09\|21.86\|22.40\|21.76\|129558;2026-03-09\|21.88\|-1.57\|21.90\|22.00\|21.25\|192218;2026-03-10\|22.34\|2.10\|22.10\|22.41\|22.08\|149816;2026-03-11\|22.35\|0.04\|22.37\|22.75\|22.35\|150306;2026-03-12\|22.01\|-1.52\|22.33\|22.39\|21.87\|120152;2026-03-13\|21.94\|-0.32\|21.75\|21.96\|21.36\|182649;2026-03-16\|21.94\|0.00\|21.73\|21.94\|21.50\|136037;2026-03-17\|21.82\|-0.55\|22.05\|22.24\|21.80\|145483;2026-03-18\|21.71\|-0.50\|21.82\|21.97\|21.45\|100120;2026-03-19\|21.00\|-3.27\|21.40\|21.44\|20.91\|120703;2026-03-20\|20.42\|-2.76\|20.99\|21.20\|20.41\|117466;2026-03-23\|19.78\|-3.13\|20.20\|20.66\|19.62\|168760;2026-03-24\|20.01\|1.16\|20.15\|20.20\|19.46\|122691;2026-03-25\|20.28\|1.35\|20.01\|20.33\|20.01\|112334;2026-03-26\|20.09\|-0.94\|20.30\|20.48\|19.98\|102023;2026-03-27\|20.13\|0.20\|19.78\|20.28\|19.70\|85973;2026-03-30\|20.13\|0.00\|19.88\|20.25\|19.78\|78595;2026-03-31\|20.03\|-0.50\|20.19\|20.43\|20.00\|97100;2026-04-01\|20.25\|1.10\|20.31\|20.36\|20.11\|82257;2026-04-02\|19.78\|-2.32\|20.19\|20.21\|19.70\|92905;2026-04-03\|19.49\|-1.47\|19.84\|19.98\|19.48\|71455;2026-04-07\|19.41\|-0.41\|19.54\|19.60\|19.21\|69680;2026-04-08\|20.50\|5.62\|19.91\|20.50\|19.88\|167378;2026-04-09\|20.04\|-2.24\|20.27\|20.28\|20.01\|93130;2026-04-10\|20.47\|2.15\|20.28\|20.72\|20.23\|122892;2026-04-13\|20.63\|0.78\|20.35\|20.75\|20.28\|107097;2026-04-14\|20.91\|1.36\|20.77\|20.93\|20.69\|104135;2026-04-15\|20.72\|-0.91\|21.12\|21.16\|20.69\|98158;2026-04-16\|20.97\|1.21\|20.81\|21.02\|20.81\|97517;2026-04-17\|21.37\|1.91\|21.00\|21.42\|20.81\|150475;2026-04-20\|21.43\|0.28\|21.37\|21.58\|21.25\|123882;2026-04-21\|21.18\|-1.17\|21.35\|21.41\|20.97\|109961;2026-04-22\|21.18\|0.00\|21.04\|21.24\|20.99\|88920;2026-04-23\|20.87\|-1.46\|21.25\|21.35\|20.80\|100936;2026-04-24\|20.62\|-1.20\|20.76\|20.95\|20.43\|90304;2026-04-27\|20.95\|1.60\|20.60\|21.17\|20.54\|96026;2026-04-28\|20.38\|-2.72\|20.91\|20.92\|20.25\|99554;2026-04-29\|20.80\|2.06\|20.34\|20.84\|20.27\|101437;2026-04-30\|21.87\|5.14\|21.51\|22.09\|21.51\|331035;2026-05-06\|22.83\|4.39\|22.31\|23.30\|22.28\|379966;2026-05-07\|23.46\|2.76\|23.11\|23.47\|22.76\|294079;2026-05-08\|24.08\|2.64\|23.25\|24.51\|23.12\|449539;2026-05-11\|24.23\|0.62\|24.09\|24.41\|23.62\|412443;2026-05-12\|24.57\|1.40\|24.19\|24.74\|24.03\|352522;2026-05-13\|24.20\|-1.51\|24.43\|24.51\|24.02\|300117;2026-05-14\|23.74\|-1.90\|24.18\|24.45\|23.72\|286303;2026-05-15\|25.43\|7.12\|23.67\|26.11\|23.67\|881468;2026-05-18\|26.07\|2.52\|25.43\|26.56\|25.15\|742760;2026-05-19\|26.86\|3.03\|26.00\|26.96\|25.80\|599551;2026-05-20\|26.10\|-2.83\|26.60\|26.79\|26.00\|492776;2026-05-21\|28.70\|9.96\|26.39\|28.71\|26.16\|1117283;2026-05-22\|29.07\|1.29\|28.35\|29.33\|27.50\|1216899;2026-05-25\|28.61\|-1.58\|28.86\|30.50\|28.15\|1023029;2026-05-26\|30.03\|4.96\|28.61\|30.45\|28.46\|1197984;2026-05-27\|28.43\|-5.33\|28.90\|30.18\|28.25\|940358;2026-05-28\|28.32\|-0.39\|28.20\|28.71\|27.32\|844706;2026-05-29\|27.72\|-2.12\|28.32\|29.87\|27.54\|676894;2026-06-01\|26.77\|-3.43\|27.55\|27.88\|26.75\|540280;2026-06-02\|26.96\|0.71\|27.26\|28.17\|26.92\|476597;2026-06-03\|29.04\|7.72\|26.98\|29.66\|26.54\|1073894;2026-06-04\|29.49\|1.55\|28.50\|30.77\|28.38\|915894;2026-06-05\|31.02\|5.19\|29.47\|32.00\|28.11\|960223;2026-06-08\|34.12\|9.99\|30.40\|34.12\|30.36\|1128946;2026-06-09\|37.53\|9.99\|36.01\|37.53\|35.20\|758854;2026-06-10\|35.80\|-4.61\|39.66\|39.90\|35.31\|1940058;2026-06-11\|33.35\|-6.84\|35.00\|35.64\|32.90\|1165708;2026-06-12\|32.22\|-3.39\|33.74\|35.68\|32.06\|1129970;2026-06-15\|33.23\|3.13\|32.79\|33.39\|31.87\|891381;2026-06-16\|33.90\|2.02\|33.12\|34.83\|32.30\|1082932;2026-06-17\|33.18\|-2.12\|33.68\|34.28\|32.80\|783462;2026-06-18\|36.50\|10.01\|33.53\|36.50\|33.29\|729035;2026-06-22\|37.19\|1.89\|36.60\|38.05\|35.58\|1374105;2026-06-23\|38.25\|2.85\|36.45\|38.99\|35.01\|1326180;2026-06-24\|37.62\|-1.65\|37.20\|38.99\|36.62\|1083085;2026-06-25\|36.87\|-1.99\|37.41\|39.80\|35.45\|1233381;2026-06-26\|34.67\|-5.97\|35.80\|36.88\|34.58\|967452;2026-06-29\|33.94\|-2.11\|35.02\|36.23\|32.93\|792023;2026-06-30\|37.33\|9.99\|34.63\|37.33\|33.48\|686300;2026-07-01\|41.06\|9.99\|39.01\|41.06\|39.01\|541481;2026-07-02\|40.70\|-0.88\|42.81\|42.81\|39.05\|1756094;2026-07-03\|44.77\|10.00\|42.02\|44.77\|41.02\|1267428;2026-07-06\|46.03\|2.81\|45.11\|48.30\|45.11\|1932551;2026-07-07\|49.00\|6.45\|45.69\|49.00\|44.88\|1760017;2026-07-08\|44.10\|-10.00\|45.61\|46.30\|44.10\|260794;2026-07-09\|41.53\|-5.83\|39.69\|42.06\|39.69\|1744642;2026-07-10\|42.78\|3.01\|40.34\|43.98\|40.30\|1509682;2026-07-13\|38.50\|-10.00\|40.00\|40.65\|38.50\|118073
113554	宇树科技科创板IPO过会	电子布织机+固态电池+高端纺机行业原因：中信期货指出，当前供需仍然紧平衡。需求端车储同增，5月国内新能源车批发销量明显增长，零售也有明显修复。储能出货量继续强劲，预计6-7月排产继续环增，需求整体向好。供应端矿石进口面临较大的减量，冶炼端继续增长，同时市场也在提前反映7月矿石进口恢复的预期。公司原因： 1、据2026年6月8日及6月11日异常波动公告及互动易，公司明确“电子布织机”仍处研发阶段，未送样验证，没有订单，研发周期长、难度大，存在无法产业化及盈利的风险，近期不会对业绩产生影响。 2、据2026年5月11日业绩说明会及2025年半年度报告，控股子公司浙江寰润新材料有限公司主要从事固态电池电解质的研发和生产，目前项目筹建进展顺利，公司尝试拓展新增长曲线。 3、据2025年年报及2026年5月11日业绩说明会，公司主营高端纺织机械装备，产品包括转杯纺纱机、剑杆织机等，市占率国内居前，国外收入同比增长32.61%，并已向产业链下游纺纱织布业务延伸。	公司纺织机器人已完成纱筒抓取与生头关节研发	2026-03-03\|16.36\|-6.51\|17.40\|17.49\|16.31\|68735;2026-03-04\|16.60\|1.47\|16.19\|16.72\|16.07\|45960;2026-03-05\|18.26\|10.00\|16.93\|18.26\|16.93\|51251;2026-03-06\|18.03\|-1.26\|18.00\|18.51\|17.64\|104371;2026-03-09\|18.14\|0.61\|18.00\|18.80\|17.90\|116373;2026-03-10\|18.65\|2.81\|19.23\|19.35\|18.61\|102184;2026-03-11\|19.62\|5.20\|18.57\|19.80\|18.56\|122079;2026-03-12\|18.86\|-3.87\|19.43\|19.84\|18.78\|98683;2026-03-13\|18.40\|-2.44\|18.95\|19.13\|18.38\|77021;2026-03-16\|18.25\|-0.82\|18.40\|18.60\|17.90\|57652;2026-03-17\|18.31\|0.33\|18.40\|18.83\|18.18\|78999;2026-03-18\|19.65\|7.32\|18.40\|19.77\|18.18\|120368;2026-03-19\|20.45\|4.07\|19.71\|21.50\|19.58\|149436;2026-03-20\|20.30\|-0.73\|20.45\|21.57\|20.01\|125380;2026-03-23\|20.56\|1.28\|20.15\|21.88\|20.15\|145012;2026-03-24\|22.20\|7.98\|21.23\|22.40\|21.19\|163306;2026-03-25\|23.27\|4.82\|22.50\|23.74\|22.15\|188016;2026-03-26\|24.50\|5.29\|23.24\|25.00\|22.22\|206544;2026-03-27\|24.64\|0.57\|24.00\|25.18\|23.04\|176990;2026-03-30\|27.10\|9.98\|24.19\|27.10\|24.10\|184803;2026-03-31\|27.86\|2.80\|26.91\|28.88\|26.85\|211833;2026-04-01\|26.29\|-5.64\|27.46\|28.22\|25.82\|212748;2026-04-02\|24.94\|-5.13\|26.03\|26.19\|24.70\|167540;2026-04-03\|24.18\|-3.05\|25.19\|25.30\|23.50\|113802;2026-04-07\|24.00\|-0.74\|24.15\|24.56\|23.68\|78939;2026-04-08\|24.47\|1.96\|24.31\|24.64\|23.55\|92520;2026-04-09\|24.07\|-1.63\|24.00\|24.32\|23.50\|78767;2026-04-10\|26.48\|10.01\|24.29\|26.48\|24.01\|89473;2026-04-13\|27.75\|4.80\|26.40\|29.13\|25.89\|344701;2026-04-14\|27.00\|-2.70\|28.44\|28.88\|26.52\|218601;2026-04-15\|29.70\|10.00\|26.76\|29.70\|26.11\|136174;2026-04-16\|28.94\|-2.56\|29.70\|29.70\|28.21\|209947;2026-04-17\|28.35\|-2.04\|28.36\|28.89\|27.52\|116083;2026-04-20\|27.70\|-2.29\|28.16\|28.40\|27.55\|100405;2026-04-21\|27.53\|-0.61\|27.77\|28.35\|27.27\|125706;2026-04-22\|28.88\|4.90\|27.24\|29.50\|27.06\|170946;2026-04-23\|30.54\|5.75\|28.40\|31.28\|28.40\|181365;2026-04-24\|33.59\|9.99\|30.46\|33.59\|30.00\|203251;2026-04-27\|36.95\|10.00\|36.28\|36.95\|36.28\|33930;2026-04-28\|33.83\|-8.44\|37.10\|38.25\|33.55\|320717;2026-04-29\|35.05\|3.61\|33.93\|35.18\|31.99\|266122;2026-04-30\|32.75\|-6.56\|34.30\|35.82\|32.08\|222068;2026-05-06\|35.40\|8.09\|33.71\|35.84\|33.40\|218329;2026-05-07\|38.10\|7.63\|34.49\|38.27\|33.95\|171138;2026-05-08\|41.91\|10.00\|39.25\|41.91\|39.24\|49974;2026-05-11\|42.64\|1.74\|44.11\|44.11\|39.75\|222612;2026-05-12\|43.52\|2.06\|42.50\|44.68\|40.61\|184372;2026-05-13\|44.00\|1.10\|43.55\|46.50\|41.90\|188999;2026-05-14\|45.16\|2.64\|44.10\|45.36\|42.34\|137405;2026-05-15\|42.85\|-5.12\|43.50\|45.18\|41.78\|148855;2026-05-18\|42.06\|-1.84\|42.33\|45.61\|40.86\|124294;2026-05-19\|41.80\|-0.62\|41.60\|42.40\|39.35\|121708;2026-05-20\|45.98\|10.00\|41.29\|45.98\|40.77\|129080;2026-05-21\|47.41\|3.11\|46.01\|49.41\|45.61\|178032;2026-05-22\|50.89\|7.34\|47.90\|51.00\|46.92\|149809;2026-05-25\|55.98\|10.00\|50.62\|55.98\|49.60\|142650;2026-05-26\|61.58\|10.00\|57.98\|61.58\|56.90\|186030;2026-05-27\|64.87\|5.34\|60.12\|66.58\|60.12\|169223;2026-05-28\|71.36\|10.00\|63.00\|71.36\|62.92\|136248;2026-05-29\|71.00\|-0.41\|73.47\|78.42\|69.60\|217986;2026-06-01\|71.80\|1.13\|71.01\|73.12\|69.00\|152894;2026-06-02\|67.80\|-5.57\|68.22\|70.51\|64.62\|166442;2026-06-03\|68.05\|0.37\|69.50\|72.44\|67.00\|135271;2026-06-04\|74.86\|10.01\|68.51\|74.86\|66.98\|105157;2026-06-05\|82.35\|10.01\|78.00\|82.35\|77.13\|164088;2026-06-08\|74.50\|-9.53\|81.12\|82.33\|74.12\|160932;2026-06-09\|81.95\|10.00\|78.60\|81.95\|76.92\|93343;2026-06-10\|80.60\|-1.65\|83.42\|83.96\|76.21\|141761;2026-06-11\|80.19\|-0.51\|79.15\|82.00\|77.18\|92443;2026-06-12\|82.16\|2.46\|79.88\|85.61\|79.00\|127193;2026-06-15\|90.38\|10.00\|80.79\|90.38\|80.79\|92035;2026-06-16\|98.21\|8.66\|95.00\|99.11\|91.89\|138673;2026-06-17\|104.79\|6.70\|97.32\|104.79\|95.49\|114195;2026-06-18\|98.80\|-5.72\|97.00\|103.28\|94.36\|147488;2026-06-22\|96.83\|-1.99\|97.29\|98.25\|88.99\|139024;2026-06-23\|91.20\|-5.81\|93.13\|94.12\|89.95\|72530;2026-06-24\|89.63\|-1.72\|89.00\|92.79\|86.58\|79018;2026-06-25\|93.40\|4.21\|88.00\|94.00\|84.51\|110544;2026-06-26\|100.60\|7.71\|91.72\|102.04\|89.00\|124431;2026-06-29\|92.18\|-8.37\|96.43\|100.62\|90.54\|94336;2026-06-30\|92.49\|0.34\|91.47\|93.63\|88.98\|66781;2026-07-01\|89.38\|-3.36\|94.04\|94.04\|86.85\|55378;2026-07-02\|83.31\|-6.79\|85.04\|88.97\|82.03\|59117;2026-07-03\|87.81\|5.40\|84.81\|90.50\|82.98\|64569;2026-07-06\|81.40\|-7.30\|88.00\|88.88\|80.84\|65672;2026-07-07\|84.64\|3.98\|81.00\|87.39\|80.70\|62886;2026-07-08\|78.71\|-7.01\|85.08\|85.50\|78.48\|43064;2026-07-09\|80.43\|2.19\|79.44\|81.29\|75.19\|54867;2026-07-10\|79.13\|-1.62\|81.20\|88.47\|78.01\|96034;2026-07-13\|79.00\|-0.16\|80.59\|80.73\|77.00\|14265
113553		AI医疗+云计算+尾气后处理行业原因： 1、蚂蚁阿福发布一个月后，月活突破3000万，单日提问量超1000万。继OpenAI上周推出医疗健康产品后，Anthropic紧随其后进军医疗领域。 2、英伟达与礼来周一宣布，将共同投资10亿美元，在旧金山建立实验室，专注于利用人工智能加速药物研发。公司原因： 1、据2025年4月26日年度报告，公司承接艾昆纬指定区域数据的人工智能处理与模拟业务，并将展开AI+医疗方面的应用合作。 2、据2025年9月10日投资者关系管理信息，公司深化云计算与智算服务，推出高性能、高可靠性智算整机与集群产品。 3、据2025年4月26日年度报告，公司主营发动机尾气后处理系统研发与产业化，客户涵盖全柴动力、玉柴机器等业内知名企业。	公司围绕“绿色、智慧”双核心布局，开展了高性能定制化智算服务器组装销售业务，并已获得沐曦GPU兼容的官方认证	2026-03-03\|66.20\|5.65\|62.58\|68.50\|60.53\|67934;2026-03-04\|63.27\|-4.43\|65.38\|65.68\|62.58\|42024;2026-03-05\|64.50\|1.94\|64.68\|67.50\|62.67\|45571;2026-03-06\|69.12\|7.16\|65.10\|70.50\|63.77\|67846;2026-03-09\|72.78\|5.30\|65.70\|75.00\|65.21\|66813;2026-03-10\|73.47\|0.95\|72.78\|75.64\|70.12\|64836;2026-03-11\|73.82\|0.48\|73.09\|74.90\|71.06\|45303;2026-03-12\|70.37\|-4.67\|73.17\|74.19\|69.55\|38488;2026-03-13\|67.83\|-3.61\|69.99\|71.49\|67.51\|29512;2026-03-16\|68.51\|1.00\|67.68\|69.36\|66.40\|24253;2026-03-17\|69.26\|1.09\|68.52\|70.99\|68.09\|30932;2026-03-18\|73.21\|5.70\|68.60\|73.22\|68.05\|38595;2026-03-19\|68.72\|-6.13\|72.83\|72.83\|67.00\|38971;2026-03-20\|63.49\|-7.61\|68.72\|69.24\|62.61\|32346;2026-03-23\|64.17\|1.07\|61.97\|66.40\|60.39\|41297;2026-03-24\|64.88\|1.11\|64.86\|66.97\|63.62\|27486;2026-03-25\|67.55\|4.12\|64.99\|67.55\|64.99\|20490;2026-03-26\|62.32\|-7.74\|67.52\|67.55\|61.77\|25605;2026-03-27\|62.20\|-0.19\|61.60\|63.12\|60.50\|22729;2026-03-30\|63.71\|2.43\|61.30\|64.79\|60.74\|15160;2026-03-31\|62.61\|-1.73\|63.65\|64.36\|62.05\|12306;2026-04-01\|64.20\|2.54\|64.00\|65.50\|63.52\|24149;2026-04-02\|64.99\|1.23\|64.31\|67.28\|63.36\|22949;2026-04-03\|68.16\|4.88\|65.29\|69.26\|65.02\|42104;2026-04-07\|69.70\|2.26\|69.18\|72.18\|68.50\|32001;2026-04-08\|73.41\|5.32\|70.90\|73.87\|70.30\|31858;2026-04-09\|72.03\|-1.88\|72.70\|74.50\|71.74\|22653;2026-04-10\|72.17\|0.19\|72.97\|73.27\|70.30\|19911;2026-04-13\|66.59\|-7.73\|71.28\|72.19\|65.63\|45961;2026-04-14\|65.69\|-1.35\|66.88\|67.74\|64.76\|30127;2026-04-15\|66.00\|0.47\|65.83\|67.45\|65.10\|19489;2026-04-16\|68.70\|4.09\|66.00\|69.15\|64.98\|26972;2026-04-17\|68.68\|-0.03\|68.21\|69.68\|67.10\|23463;2026-04-20\|67.31\|-1.99\|69.00\|69.50\|66.60\|26510;2026-04-21\|64.67\|-3.92\|67.72\|67.72\|64.01\|20311;2026-04-22\|68.28\|5.58\|64.38\|68.68\|64.10\|30711;2026-04-23\|67.56\|-1.05\|69.80\|69.98\|65.83\|23193;2026-04-24\|65.55\|-2.98\|67.07\|67.23\|63.92\|21329;2026-04-27\|70.06\|6.88\|66.80\|71.37\|65.58\|41277;2026-04-28\|71.32\|1.80\|69.86\|72.20\|68.60\|33716;2026-04-29\|68.13\|-4.47\|71.50\|71.50\|67.71\|34364;2026-04-30\|72.35\|6.19\|68.49\|72.75\|67.75\|41980;2026-05-06\|76.06\|5.13\|72.19\|77.50\|71.51\|37618;2026-05-07\|80.40\|5.71\|75.71\|82.79\|75.09\|47935;2026-05-08\|83.41\|3.74\|80.40\|83.99\|79.66\|38129;2026-05-11\|90.40\|8.38\|82.58\|91.64\|80.11\|46644;2026-05-12\|86.10\|-4.76\|89.26\|89.89\|85.48\|43546;2026-05-13\|90.26\|4.83\|87.82\|96.43\|87.13\|56874;2026-05-14\|92.28\|2.24\|90.10\|94.27\|87.77\|52845;2026-05-15\|94.85\|2.79\|92.00\|97.39\|91.30\|42855;2026-05-18\|95.40\|0.58\|94.40\|96.62\|91.10\|36863;2026-05-19\|93.73\|-1.75\|95.07\|96.00\|91.75\|26673;2026-05-20\|93.70\|-0.03\|94.64\|95.81\|91.31\|32457;2026-05-21\|88.70\|-5.34\|94.50\|94.50\|88.00\|26807;2026-05-22\|88.19\|-0.57\|88.70\|91.98\|88.05\|28790;2026-05-25\|85.44\|-3.12\|89.48\|91.00\|84.40\|38680;2026-05-26\|88.02\|3.02\|84.50\|89.30\|80.62\|36661;2026-05-27\|94.78\|7.68\|89.45\|102.90\|88.88\|68196;2026-05-28\|99.76\|5.25\|94.02\|102.87\|94.02\|49132;2026-05-29\|96.66\|-3.11\|99.37\|100.45\|93.08\|45233;2026-06-01\|91.49\|-5.35\|96.66\|99.00\|91.20\|33793;2026-06-02\|90.55\|-1.03\|92.00\|93.00\|87.30\|27823;2026-06-03\|88.74\|-2.00\|90.00\|92.20\|87.58\|22583;2026-06-04\|88.79\|0.06\|87.54\|89.20\|86.33\|19969;2026-06-05\|86.99\|-2.03\|88.79\|88.98\|85.50\|19330;2026-06-08\|80.39\|-7.59\|85.26\|85.66\|79.00\|25098;2026-06-09\|89.78\|11.68\|82.75\|89.99\|79.83\|28884;2026-06-10\|88.00\|-1.98\|89.72\|89.72\|85.59\|20314;2026-06-11\|82.65\|-6.08\|87.50\|87.80\|81.26\|20999;2026-06-12\|78.65\|-4.84\|84.06\|84.20\|77.21\|24622;2026-06-15\|83.16\|5.86\|79.30\|83.69\|79.00\|20140;2026-06-16\|83.89\|0.88\|83.51\|86.47\|81.95\|20005;2026-06-17\|82.19\|-2.03\|82.97\|83.65\|81.61\|13428;2026-06-18\|83.06\|1.06\|81.90\|85.48\|81.69\|20637;2026-06-22\|87.70\|5.59\|84.80\|90.47\|83.41\|38079;2026-06-23\|81.08\|-7.55\|87.00\|88.43\|80.40\|27780;2026-06-24\|78.05\|-3.74\|80.09\|82.23\|77.17\|19250;2026-06-25\|75.58\|-3.16\|78.32\|79.46\|74.88\|22870;2026-06-26\|71.45\|-5.46\|74.80\|75.68\|69.71\|25642;2026-06-29\|71.91\|0.64\|74.00\|74.45\|69.80\|23666;2026-06-30\|73.20\|1.79\|73.35\|75.59\|70.37\|24826;2026-07-01\|72.92\|-0.38\|73.26\|74.08\|70.56\|25899;2026-07-02\|68.79\|-5.66\|71.84\|72.19\|68.32\|18219;2026-07-03\|68.60\|-0.28\|68.74\|70.99\|68.16\|14721;2026-07-06\|67.80\|-1.17\|67.98\|72.72\|67.34\|18124;2026-07-07\|63.93\|-5.71\|67.82\|69.10\|63.70\|21294;2026-07-08\|60.24\|-5.77\|63.89\|64.78\|59.83\|23143;2026-07-09\|61.65\|2.34\|61.68\|62.75\|58.35\|23775;2026-07-10\|60.15\|-2.43\|61.83\|63.09\|60.12\|17022;2026-07-13\|59.30\|-1.41\|59.55\|60.06\|59.17\|2062
113552		2025年报预增+储能+数据中心+熔断器龙头 1、据2026年1月21日公告，公司预计2025年净利润3.83–4.32亿元，同比增长104.89%–131.10%，主因产品结构优化、降本增效及销售策略升级。 2、据2025年8月28日半年报，公司低压电力熔断器国内市占率领先，产品已配套特斯拉、宁德时代、阳光电源、华为等新能源及数据中心头部客户。 3、据2025年9月29日机构调研，泰国工厂产能持续爬坡，2026年将新增5–6条产线，海外收入占比有望与国内持平；数据中心、储能等新兴市场订单加速落地。	国内电力熔断器行业领先企业之一；公司已具备±400V/800V HVDC产品升级能力，可适配AIDC 800V高压直流架构，有配合麦格米特、中恒电气、维谛、台达等企业进行数据中心高压直流熔断器的前期对接及开发工作	2026-03-03\|141.05\|-3.66\|147.48\|148.99\|139.00\|26130;2026-03-04\|140.64\|-0.29\|140.05\|143.85\|139.00\|20978;2026-03-05\|141.27\|0.45\|142.10\|144.43\|139.80\|20614;2026-03-06\|145.01\|2.65\|141.30\|148.80\|140.14\|30163;2026-03-09\|142.80\|-1.52\|142.33\|143.66\|134.57\|29044;2026-03-10\|151.62\|6.18\|143.43\|152.73\|143.43\|34685;2026-03-11\|153.12\|0.99\|153.51\|156.56\|151.55\|39566;2026-03-12\|141.70\|-7.46\|153.38\|153.39\|140.01\|42708;2026-03-13\|137.95\|-2.65\|140.77\|141.99\|137.77\|23618;2026-03-16\|139.55\|1.16\|138.15\|139.88\|135.18\|19054;2026-03-17\|133.81\|-4.11\|139.00\|139.76\|133.80\|18527;2026-03-18\|141.04\|5.40\|134.64\|141.69\|133.43\|24789;2026-03-19\|143.39\|1.67\|139.04\|146.36\|138.60\|26394;2026-03-20\|142.53\|-0.60\|144.50\|149.13\|142.53\|27194;2026-03-23\|135.52\|-4.92\|141.00\|142.99\|134.02\|26417;2026-03-24\|139.48\|2.92\|137.87\|139.80\|134.38\|19861;2026-03-25\|141.14\|1.19\|139.89\|142.65\|138.91\|14724;2026-03-26\|139.42\|-1.22\|141.15\|143.70\|138.82\|14810;2026-03-27\|141.86\|1.75\|138.29\|142.69\|137.38\|14066;2026-03-30\|143.90\|1.44\|141.11\|145.33\|140.10\|18365;2026-03-31\|138.22\|-3.95\|142.65\|144.28\|137.00\|20081;2026-04-01\|139.81\|1.15\|140.48\|141.66\|138.26\|14368;2026-04-02\|133.08\|-4.81\|138.98\|139.93\|131.20\|22290;2026-04-03\|133.23\|0.11\|135.60\|135.60\|132.00\|13318;2026-04-07\|136.47\|2.43\|133.67\|137.68\|133.66\|12434;2026-04-08\|145.76\|6.81\|140.00\|146.86\|138.97\|26262;2026-04-09\|143.62\|-1.47\|144.80\|146.98\|143.09\|18434;2026-04-10\|146.70\|2.14\|144.77\|148.18\|143.28\|20245;2026-04-13\|146.14\|-0.38\|145.80\|148.88\|144.80\|18457;2026-04-14\|147.15\|0.69\|147.25\|148.50\|146.00\|17843;2026-04-15\|144.86\|-1.56\|148.00\|148.60\|144.51\|15985;2026-04-16\|149.06\|2.90\|145.06\|151.65\|144.50\|27186;2026-04-17\|146.95\|-1.42\|148.96\|148.99\|145.18\|21157;2026-04-20\|148.70\|1.19\|147.09\|149.94\|145.42\|17933;2026-04-21\|151.16\|1.65\|148.47\|155.80\|148.01\|26716;2026-04-22\|152.81\|1.09\|150.00\|154.00\|149.28\|19656;2026-04-23\|148.82\|-2.61\|153.00\|155.46\|144.88\|27504;2026-04-24\|142.82\|-4.03\|148.00\|149.42\|140.60\|28666;2026-04-27\|161.52\|13.09\|155.02\|171.38\|154.68\|87024;2026-04-28\|165.41\|2.41\|159.99\|169.67\|157.50\|73634;2026-04-29\|164.96\|-0.27\|164.58\|169.49\|163.01\|42380;2026-04-30\|160.40\|-2.76\|164.00\|165.44\|159.34\|37459;2026-05-06\|159.73\|-0.42\|161.23\|162.58\|156.81\|50884;2026-05-07\|160.10\|0.23\|159.48\|160.97\|154.50\|41926;2026-05-08\|154.82\|-3.30\|158.00\|159.00\|153.68\|37822;2026-05-11\|154.83\|0.01\|156.00\|156.78\|152.93\|28699;2026-05-12\|158.88\|2.62\|155.83\|159.27\|153.10\|48526;2026-05-13\|169.29\|6.55\|156.01\|169.76\|154.71\|67910;2026-05-14\|168.61\|-0.40\|168.00\|177.46\|165.50\|60780;2026-05-15\|175.48\|4.07\|170.10\|179.00\|166.72\|54519;2026-05-18\|171.02\|-2.54\|175.40\|176.50\|168.81\|38359;2026-05-19\|169.00\|-1.18\|170.08\|171.00\|163.80\|28442;2026-05-20\|171.48\|1.47\|169.68\|172.80\|168.01\|25026;2026-05-21\|164.72\|-3.94\|172.10\|176.43\|163.24\|42072;2026-05-22\|178.33\|8.26\|166.20\|179.80\|166.20\|43458;2026-05-25\|177.47\|-0.48\|181.84\|186.96\|174.55\|46913;2026-05-26\|170.03\|-4.19\|175.85\|178.00\|166.00\|42439;2026-05-27\|168.37\|-0.98\|169.43\|176.30\|165.38\|33718;2026-05-28\|180.99\|7.50\|172.02\|181.36\|170.46\|43543;2026-05-29\|174.68\|-3.49\|179.19\|186.65\|172.00\|43662;2026-06-01\|169.29\|-3.09\|173.27\|178.58\|164.05\|44855;2026-06-02\|165.90\|-2.00\|169.26\|171.00\|163.77\|28553;2026-06-03\|161.30\|-2.77\|166.01\|167.77\|158.44\|37389;2026-06-04\|113.95\|4.75\|108.63\|115.20\|107.27\|49178;2026-06-05\|114.93\|0.86\|112.47\|119.66\|109.30\|57167;2026-06-08\|109.40\|-4.81\|113.00\|115.25\|108.58\|44119;2026-06-09\|123.40\|12.80\|111.00\|126.68\|110.49\|86128;2026-06-10\|116.56\|-5.54\|122.00\|122.98\|114.51\|61597;2026-06-11\|112.50\|-3.48\|116.11\|118.10\|110.81\|48160;2026-06-12\|118.01\|4.90\|114.83\|122.00\|114.80\|57150;2026-06-15\|125.18\|6.08\|120.38\|125.47\|118.58\|62062;2026-06-16\|126.97\|1.43\|123.58\|128.50\|123.52\|46793;2026-06-17\|124.92\|-1.61\|127.30\|131.57\|122.02\|48534;2026-06-18\|129.79\|3.90\|124.85\|131.00\|121.78\|58878;2026-06-22\|123.80\|-4.62\|131.00\|132.00\|122.17\|59413;2026-06-23\|119.13\|-3.77\|123.26\|125.58\|118.50\|46527;2026-06-24\|115.88\|-2.73\|119.37\|120.66\|114.34\|51447;2026-06-25\|119.39\|3.03\|118.15\|121.30\|114.56\|53952;2026-06-26\|112.43\|-5.83\|118.38\|119.00\|111.40\|52846;2026-06-29\|114.69\|2.01\|112.61\|119.41\|110.25\|58382;2026-06-30\|119.45\|4.15\|114.01\|120.15\|113.35\|45605;2026-07-01\|114.10\|-4.48\|119.74\|120.82\|112.58\|54187;2026-07-02\|112.30\|-1.58\|112.71\|119.60\|111.07\|54026;2026-07-03\|110.88\|-1.26\|111.33\|114.77\|110.00\|35639;2026-07-06\|109.66\|-1.10\|112.49\|113.28\|107.54\|36821;2026-07-07\|107.94\|-1.57\|109.00\|111.28\|105.90\|31504;2026-07-08\|108.15\|0.19\|111.03\|114.07\|107.70\|43791;2026-07-09\|109.56\|1.30\|109.00\|110.50\|103.20\|43177;2026-07-10\|106.25\|-3.02\|109.61\|114.30\|106.16\|34772;2026-07-13\|104.60\|-1.55\|106.06\|106.79\|104.43\|3867
113551		涨停揭秘：欧陆通为国内数据中心电源核心供应商，浸没式液冷电源已量产交付，直接受益阿里百炼云涨价及谷歌来华采购液冷设备催化；涨停缘由：阿里百炼云等算力产品涨价；谷歌来华采购液冷设备；国产智算中心建设提速；公司3200W-5500W钛金GPU电源批量出货；资金逻辑：主力资金连续两日大幅净流入，涨停伴随大额买单堆积，机构调研密集，Q1订单可见度高；风险提示：服务器电源行业竞争加剧，客户集中度高，技术迭代快带来研发持续投入压力	公司就算力设备GPU电源项目开展合作，将全力配合客户推进至测试、小批量及批量生产	2026-03-03\|268.53\|-3.88\|283.98\|286.88\|266.28\|71636;2026-03-04\|267.00\|-0.57\|263.97\|272.09\|259.50\|54114;2026-03-05\|293.21\|9.82\|282.00\|303.22\|276.62\|95355;2026-03-06\|301.00\|2.66\|296.01\|313.78\|286.00\|76241;2026-03-09\|278.64\|-7.43\|285.27\|288.90\|259.09\|87368;2026-03-10\|301.00\|8.02\|295.01\|303.33\|289.00\|62979;2026-03-11\|285.82\|-5.04\|300.99\|306.88\|284.02\|60045;2026-03-12\|268.50\|-6.06\|285.81\|286.88\|264.50\|62674;2026-03-13\|263.64\|-1.81\|264.69\|270.87\|261.03\|37552;2026-03-16\|262.30\|-0.51\|260.02\|265.90\|251.78\|45220;2026-03-17\|247.51\|-5.64\|266.97\|268.50\|246.97\|48453;2026-03-18\|262.79\|6.17\|252.60\|263.66\|248.90\|50047;2026-03-19\|254.20\|-3.27\|257.00\|263.99\|251.80\|46634;2026-03-20\|253.61\|-0.23\|257.00\|264.00\|253.45\|55751;2026-03-23\|236.50\|-6.75\|242.00\|248.60\|235.01\|40868;2026-03-24\|235.20\|-0.55\|241.98\|242.00\|227.88\|41517;2026-03-25\|258.80\|10.03\|239.75\|260.00\|239.50\|76453;2026-03-26\|244.95\|-5.35\|255.00\|255.89\|243.50\|44353;2026-03-27\|247.69\|1.12\|240.00\|255.83\|237.19\|42271;2026-03-30\|251.28\|1.45\|242.00\|257.00\|239.68\|37794;2026-03-31\|243.18\|-3.22\|250.40\|254.79\|240.60\|32113;2026-04-01\|257.22\|5.77\|250.24\|259.98\|250.00\|48764;2026-04-02\|266.20\|3.49\|254.82\|273.00\|250.00\|70039;2026-04-03\|261.04\|-1.94\|270.15\|272.80\|260.44\|39163;2026-04-07\|268.91\|3.01\|265.00\|288.00\|263.66\|58158;2026-04-08\|290.60\|8.07\|287.98\|292.15\|277.20\|56652;2026-04-09\|300.00\|3.23\|289.00\|311.99\|285.00\|78707;2026-04-10\|314.00\|4.67\|294.61\|323.50\|294.61\|69083;2026-04-13\|310.10\|-1.24\|314.00\|324.17\|306.57\|58358;2026-04-14\|318.90\|2.84\|314.99\|323.44\|308.76\|56354;2026-04-15\|338.00\|5.99\|322.00\|353.65\|320.80\|74482;2026-04-16\|354.49\|4.88\|343.46\|364.00\|343.46\|49495;2026-04-17\|358.88\|1.24\|353.56\|374.56\|347.06\|56620;2026-04-20\|386.00\|7.56\|362.00\|403.97\|360.40\|79556;2026-04-21\|367.73\|-4.73\|385.13\|386.59\|360.60\|61479;2026-04-22\|372.95\|1.42\|365.49\|375.00\|351.67\|65885;2026-04-23\|357.00\|-4.28\|378.92\|382.00\|351.10\|69391;2026-04-24\|347.20\|-2.75\|354.12\|359.77\|344.96\|53950;2026-04-27\|391.25\|12.69\|351.35\|393.38\|351.35\|89863;2026-04-28\|378.41\|-3.28\|392.90\|395.00\|373.01\|45831;2026-04-29\|375.99\|-0.64\|379.76\|390.00\|372.37\|36863;2026-04-30\|404.00\|7.45\|384.11\|412.32\|381.30\|56651;2026-05-06\|405.30\|0.32\|410.46\|424.88\|404.20\|51025;2026-05-07\|395.33\|-2.46\|402.00\|405.03\|390.05\|43906;2026-05-08\|384.78\|-2.67\|389.00\|393.80\|380.20\|33935;2026-05-11\|388.49\|0.96\|392.94\|399.30\|379.13\|41694;2026-05-12\|394.40\|1.52\|391.47\|399.88\|383.01\|35459;2026-05-13\|440.00\|11.56\|392.70\|443.70\|388.15\|54955;2026-05-14\|421.27\|-4.26\|448.80\|450.00\|420.63\|48475;2026-05-15\|406.46\|-3.52\|425.16\|427.70\|391.23\|52517;2026-05-18\|421.00\|3.58\|405.18\|436.50\|400.20\|44765;2026-05-19\|410.51\|-2.49\|420.00\|422.35\|402.18\|46981;2026-05-20\|416.01\|1.34\|413.00\|419.17\|401.20\|35526;2026-05-21\|391.00\|-6.01\|421.19\|429.19\|389.00\|38901;2026-05-22\|411.20\|5.17\|398.00\|412.58\|394.00\|41608;2026-05-25\|423.00\|2.87\|417.48\|431.98\|406.00\|32683;2026-05-26\|424.94\|0.46\|419.46\|429.00\|406.79\|35438;2026-05-27\|417.00\|-1.87\|429.98\|445.14\|411.20\|36061;2026-05-28\|298.39\|0.25\|298.89\|302.00\|288.80\|45440;2026-05-29\|275.00\|-7.84\|299.99\|300.48\|272.00\|70294;2026-06-01\|254.00\|-7.64\|281.31\|282.89\|252.22\|69901;2026-06-02\|271.61\|6.93\|257.00\|276.70\|251.98\|53357;2026-06-03\|271.00\|-0.22\|274.00\|282.99\|267.20\|45692;2026-06-04\|275.00\|1.48\|266.99\|280.25\|266.47\|39765;2026-06-05\|267.42\|-2.76\|275.61\|278.49\|265.35\|35154;2026-06-08\|259.00\|-3.15\|254.99\|275.80\|250.30\|45453;2026-06-09\|295.10\|13.94\|266.66\|296.58\|263.00\|67784;2026-06-10\|265.06\|-10.18\|289.73\|289.73\|261.55\|61233;2026-06-11\|258.60\|-2.44\|267.46\|271.00\|253.88\|35999;2026-06-12\|273.87\|5.90\|267.00\|285.75\|267.00\|61870;2026-06-15\|321.22\|17.29\|280.51\|324.41\|280.51\|81967;2026-06-16\|373.00\|16.12\|323.41\|376.00\|316.00\|97867;2026-06-17\|374.01\|0.27\|370.00\|379.99\|360.00\|56018;2026-06-18\|380.06\|1.62\|374.02\|387.00\|364.29\|52191;2026-06-22\|380.00\|-0.02\|387.28\|394.68\|360.00\|61576;2026-06-23\|356.50\|-6.18\|391.00\|403.00\|354.20\|75417;2026-06-24\|355.80\|-0.20\|355.56\|366.98\|348.00\|57499;2026-06-25\|350.29\|-1.55\|357.57\|365.00\|348.71\|51106;2026-06-26\|324.10\|-7.48\|356.59\|359.04\|322.00\|65210;2026-06-29\|332.80\|2.68\|328.96\|351.64\|323.21\|73651;2026-06-30\|345.69\|3.87\|333.10\|351.78\|326.00\|68327;2026-07-01\|324.71\|-6.07\|343.22\|345.50\|321.35\|53950;2026-07-02\|293.19\|-9.71\|316.00\|324.00\|290.19\|59798;2026-07-03\|295.90\|0.92\|296.51\|319.33\|295.00\|49157;2026-07-06\|294.00\|-0.64\|301.39\|318.00\|293.26\|52582;2026-07-07\|280.72\|-4.52\|298.00\|305.00\|278.38\|43032;2026-07-08\|266.10\|-5.21\|289.19\|290.12\|261.38\|48681;2026-07-09\|292.00\|9.73\|274.01\|292.68\|262.22\|67916;2026-07-10\|273.60\|-6.30\|292.51\|301.80\|273.00\|62478;2026-07-13\|268.97\|-1.69\|273.60\|276.00\|268.24\|9088
113550		涨停揭秘：公司控股子公司京源云计算向蓝耘科技等客户提供算力云服务，叠加‘环保+AI’战略落地，AI加药一体机等智能产品加速商用；涨停缘由：阿里云、百度云AI算力和存储产品价格上调催化算力产业链；公司新兴互联网（算力）业务收入同比激增210.34%，毛利率达54.16%；全资子公司京源云计算及控股子公司京源云智能共同贡献稳定高毛利收入；资金逻辑：4月29日融资净买入696.83万元，融资余额升至8811.63万元，占流通市值4.43%，处于历史80%分位；主力资金连续多日净流入，显示资金聚焦其算力+环保双主线；风险提示：2025年净利润为-6883.16万元，短期借款2.76亿元远超货币资金1.17亿元，应收账款高达6.94亿元，回款压力与偿债风险并存	控股子公司京源云计算向蓝耘科技提供算力云服务	2026-03-03\|8.54\|-4.90\|9.03\|9.09\|8.50\|72694;2026-03-04\|8.40\|-1.64\|8.45\|8.60\|8.22\|66970;2026-03-05\|9.44\|12.38\|8.44\|9.75\|8.44\|189887;2026-03-06\|9.92\|5.08\|9.44\|10.10\|9.32\|237666;2026-03-09\|8.82\|-11.09\|9.84\|9.84\|8.78\|206057;2026-03-10\|9.21\|4.42\|8.89\|9.50\|8.89\|161597;2026-03-11\|9.48\|2.93\|9.40\|9.75\|9.21\|169327;2026-03-12\|9.06\|-4.43\|9.55\|9.64\|9.02\|123845;2026-03-13\|8.81\|-2.76\|9.06\|9.20\|8.78\|81510;2026-03-16\|8.75\|-0.68\|8.79\|9.05\|8.56\|70166;2026-03-17\|8.32\|-4.91\|8.77\|8.85\|8.28\|56364;2026-03-18\|9.59\|15.26\|8.29\|9.59\|8.29\|176370;2026-03-19\|8.88\|-7.40\|9.42\|9.42\|8.76\|136052;2026-03-20\|8.51\|-4.17\|8.81\|9.18\|8.46\|128397;2026-03-23\|8.50\|-0.12\|8.37\|9.09\|8.22\|150862;2026-03-24\|9.00\|5.88\|8.60\|9.05\|8.45\|130551;2026-03-25\|9.21\|2.33\|8.99\|9.43\|8.99\|129027;2026-03-26\|9.40\|2.06\|9.21\|9.56\|8.84\|135646;2026-03-27\|9.30\|-1.06\|9.24\|9.45\|9.07\|120125;2026-03-30\|8.91\|-4.19\|9.12\|9.16\|8.60\|118203;2026-03-31\|8.62\|-3.25\|8.84\|9.09\|8.57\|74953;2026-04-01\|8.47\|-1.74\|8.80\|9.13\|8.42\|108006;2026-04-02\|8.08\|-4.60\|8.40\|8.47\|8.00\|108106;2026-04-03\|7.74\|-4.21\|8.16\|8.18\|7.60\|71035;2026-04-07\|7.95\|2.71\|7.77\|8.22\|7.73\|74723;2026-04-08\|8.55\|7.55\|8.20\|8.59\|8.16\|83250;2026-04-09\|8.16\|-4.56\|8.55\|8.55\|8.11\|76446;2026-04-10\|8.19\|0.37\|8.19\|8.34\|8.07\|43023;2026-04-13\|8.02\|-2.08\|8.21\|8.21\|7.87\|79903;2026-04-14\|8.25\|2.87\|8.13\|8.27\|7.95\|52094;2026-04-15\|8.47\|2.67\|8.27\|8.94\|8.26\|114905;2026-04-16\|8.47\|0.00\|8.46\|8.56\|8.23\|66888;2026-04-17\|8.17\|-3.54\|8.50\|8.52\|8.11\|59691;2026-04-20\|8.09\|-0.98\|8.11\|8.24\|7.96\|52047;2026-04-21\|8.12\|0.37\|8.02\|8.27\|7.96\|49986;2026-04-22\|8.21\|1.11\|8.10\|8.26\|7.90\|67629;2026-04-23\|8.07\|-1.71\|8.24\|8.27\|8.00\|38490;2026-04-24\|8.11\|0.50\|8.16\|8.21\|7.86\|48921;2026-04-27\|8.31\|2.47\|8.12\|8.35\|7.95\|53372;2026-04-28\|8.26\|-0.60\|8.21\|8.35\|8.11\|45998;2026-04-29\|8.42\|1.94\|8.21\|8.62\|8.11\|79731;2026-04-30\|8.38\|-0.48\|8.37\|8.58\|8.35\|46634;2026-05-06\|8.33\|-0.60\|8.50\|8.65\|8.31\|92748;2026-05-07\|8.48\|1.80\|8.33\|8.52\|8.33\|59389;2026-05-08\|9.66\|13.92\|8.50\|10.18\|8.37\|413248;2026-05-11\|10.91\|12.94\|9.78\|11.18\|9.69\|437467;2026-05-12\|11.67\|6.97\|11.13\|12.03\|11.01\|412002;2026-05-13\|12.12\|3.86\|11.75\|12.56\|11.58\|319233;2026-05-14\|12.12\|0.00\|11.89\|12.46\|11.55\|275615;2026-05-15\|11.97\|-1.24\|12.23\|12.78\|11.78\|197212;2026-05-18\|11.82\|-1.25\|11.75\|12.32\|11.64\|130754;2026-05-19\|12.35\|4.48\|11.82\|12.43\|11.56\|155022;2026-05-20\|12.12\|-1.86\|12.64\|12.78\|12.10\|113001;2026-05-21\|12.41\|2.39\|12.11\|13.18\|12.03\|210122;2026-05-22\|12.69\|2.26\|12.66\|12.97\|12.30\|177594;2026-05-25\|13.00\|2.44\|12.84\|13.68\|12.84\|213134;2026-05-26\|12.88\|-0.92\|12.88\|13.37\|12.73\|151060;2026-05-27\|12.42\|-3.57\|12.76\|12.96\|12.20\|109065;2026-05-28\|12.29\|-1.05\|12.32\|12.47\|12.03\|97365;2026-05-29\|11.95\|-2.77\|12.05\|12.46\|11.59\|154242;2026-06-01\|13.11\|9.71\|12.18\|13.57\|11.95\|220563;2026-06-02\|12.74\|-2.82\|12.90\|13.55\|12.36\|123794;2026-06-03\|12.79\|0.39\|12.61\|13.21\|12.37\|90120;2026-06-04\|12.67\|-0.94\|12.64\|13.00\|12.31\|76119;2026-06-05\|12.88\|1.66\|12.55\|13.20\|12.38\|93071;2026-06-08\|12.43\|-3.49\|12.50\|13.50\|12.14\|152837;2026-06-09\|14.58\|17.30\|12.65\|14.76\|12.40\|267327;2026-06-10\|15.01\|2.95\|14.61\|15.50\|14.33\|205664;2026-06-11\|13.84\|-7.79\|14.94\|15.44\|13.39\|168461;2026-06-12\|12.79\|-7.59\|14.30\|14.47\|12.74\|164973;2026-06-15\|12.53\|-2.03\|13.00\|13.71\|12.30\|172291;2026-06-16\|12.09\|-3.51\|12.50\|12.80\|11.75\|187853;2026-06-17\|13.41\|10.92\|11.86\|13.85\|11.76\|196577;2026-06-18\|14.29\|6.56\|13.38\|14.68\|12.80\|228455;2026-06-22\|14.58\|2.03\|14.65\|15.15\|13.95\|169809;2026-06-23\|14.85\|1.85\|14.59\|14.92\|14.41\|86645;2026-06-24\|14.70\|-1.01\|14.75\|15.11\|14.00\|104496;2026-06-25\|14.20\|-3.40\|14.75\|15.09\|13.93\|120585;2026-06-26\|13.75\|-3.17\|13.92\|14.28\|13.38\|90275;2026-06-29\|13.36\|-2.84\|13.83\|13.83\|12.93\|98418;2026-06-30\|13.36\|0.00\|13.36\|13.76\|13.24\|73765;2026-07-01\|12.89\|-3.52\|13.36\|13.61\|12.71\|119924;2026-07-02\|12.41\|-3.72\|12.87\|13.00\|12.16\|104066;2026-07-03\|9.93\|-19.98\|12.23\|12.33\|9.93\|295458;2026-07-06\|9.85\|-0.81\|9.70\|10.93\|9.42\|294338;2026-07-07\|9.53\|-3.25\|9.93\|10.33\|9.40\|158562;2026-07-08\|9.33\|-2.10\|9.67\|9.67\|8.30\|212589;2026-07-09\|9.24\|-0.96\|9.52\|9.79\|8.86\|138819;2026-07-10\|9.24\|0.00\|9.22\|9.33\|8.76\|13134908;2026-07-13\|8.91\|-3.57\|9.08\|9.17\|8.90\|846751
113549		涨停揭秘：新能源测试电源龙头爱科赛博涨停，受益于光伏储能装机高增及可控核聚变重点项目加速落地；涨停缘由：精密测试电源广泛应用于光伏逆变器、储能变流器产线检测；公司已对接BEST、环流三号等可控核聚变项目，四季度有望获取商业堆招标订单，核聚变电源技术壁垒极高；资金逻辑：新能源与核聚变概念共振，资金提前布局高弹性设备商，4月27日板块集体走强背景下获主力资金大幅净流入，机构调研频次显著提升；风险提示：可控核聚变项目尚处工程验证阶段，订单落地存在不确定性；光伏行业产能过剩或压制测试设备采购节奏	1、新能源相关领域头部企业的测试电源供应商；公司5月15日发布PRL系列高动态回馈型负载产品，切入AIDC人工智能数据中心全链路电源测试场景，可支撑兆瓦级算力柜测试； 2、公司全力拓展可控核聚变业务，正积极对接BEST、环流三号等核心重点项目并同步推进商业堆多技术路线，预计四季度随项目进展及招标公示力争取得合作订单	2026-03-03\|43.17\|-7.89\|47.36\|47.59\|43.00\|29832;2026-03-04\|41.50\|-3.87\|43.02\|43.59\|41.20\|35027;2026-03-05\|41.49\|-0.02\|42.28\|42.60\|41.29\|31085;2026-03-06\|42.29\|1.93\|41.52\|42.74\|41.19\|23468;2026-03-09\|41.29\|-2.36\|41.80\|41.80\|40.00\|21041;2026-03-10\|42.30\|2.45\|41.51\|43.08\|41.51\|22466;2026-03-11\|41.60\|-1.65\|42.49\|42.69\|41.32\|14748;2026-03-12\|40.38\|-2.93\|41.40\|41.40\|39.81\|18742;2026-03-13\|39.29\|-2.70\|40.43\|40.43\|39.23\|21770;2026-03-16\|39.21\|-0.20\|39.03\|39.27\|38.06\|16608;2026-03-17\|38.05\|-2.96\|39.22\|39.50\|37.84\|17901;2026-03-18\|37.74\|-0.81\|37.55\|38.22\|37.14\|21516;2026-03-19\|36.65\|-2.89\|37.02\|37.58\|36.50\|15285;2026-03-20\|38.37\|4.69\|36.91\|40.24\|36.18\|54885;2026-03-23\|37.96\|-1.07\|37.00\|40.23\|37.00\|53016;2026-03-24\|40.43\|6.51\|38.95\|40.78\|37.51\|42808;2026-03-25\|42.00\|3.88\|40.79\|42.44\|39.75\|41542;2026-03-26\|42.29\|0.69\|41.70\|42.80\|41.35\|33601;2026-03-27\|43.37\|2.55\|41.60\|44.39\|41.60\|36062;2026-03-30\|44.00\|1.45\|42.90\|44.45\|42.37\|27002;2026-03-31\|42.94\|-2.41\|43.66\|44.40\|42.68\|27097;2026-04-01\|43.08\|0.33\|43.82\|43.99\|42.45\|23763;2026-04-02\|42.42\|-1.53\|42.44\|43.69\|42.15\|20228;2026-04-03\|44.50\|4.90\|42.91\|45.39\|42.42\|43153;2026-04-07\|43.32\|-2.65\|44.22\|45.06\|43.01\|27215;2026-04-08\|44.86\|3.55\|43.91\|44.96\|43.69\|24511;2026-04-09\|46.09\|2.74\|44.22\|46.59\|44.22\|32815;2026-04-10\|47.45\|2.95\|46.48\|48.16\|45.90\|39776;2026-04-13\|48.40\|2.00\|46.10\|49.26\|45.30\|55025;2026-04-14\|50.51\|4.36\|47.70\|51.20\|47.70\|50890;2026-04-15\|50.00\|-1.01\|50.10\|50.84\|49.21\|33539;2026-04-16\|53.86\|7.72\|50.93\|54.00\|50.20\|62274;2026-04-17\|52.99\|-1.62\|53.58\|56.00\|52.75\|73556;2026-04-20\|54.48\|2.81\|53.55\|55.88\|53.05\|47781;2026-04-21\|54.03\|-0.83\|53.82\|54.77\|53.10\|33133;2026-04-22\|57.42\|6.27\|53.25\|58.00\|53.25\|67108;2026-04-23\|56.89\|-0.92\|56.08\|59.59\|55.42\|43325;2026-04-24\|55.15\|-3.06\|56.99\|56.99\|54.02\|35202;2026-04-27\|61.77\|12.00\|55.40\|62.68\|55.24\|63789;2026-04-28\|59.91\|-3.01\|61.10\|62.49\|59.00\|33984;2026-04-29\|59.31\|-1.00\|60.00\|60.68\|57.01\|27276;2026-04-30\|59.96\|1.10\|60.00\|61.20\|58.75\|27851;2026-05-06\|65.96\|10.01\|60.50\|68.00\|59.67\|56558;2026-05-07\|67.28\|2.00\|67.94\|67.94\|65.18\|31987;2026-05-08\|69.45\|3.23\|67.28\|69.50\|64.21\|43251;2026-05-11\|74.60\|7.42\|72.16\|75.40\|70.34\|51106;2026-05-12\|77.15\|3.42\|75.50\|78.88\|73.47\|50814;2026-05-13\|76.27\|-1.14\|76.80\|78.00\|75.00\|32534;2026-05-14\|76.60\|0.43\|75.88\|80.00\|75.88\|27974;2026-05-15\|72.98\|-4.73\|77.74\|77.74\|71.92\|66254;2026-05-18\|75.15\|2.97\|72.00\|76.90\|71.01\|42981;2026-05-19\|78.09\|3.91\|74.85\|78.96\|74.26\|29707;2026-05-20\|79.71\|2.07\|78.61\|79.85\|75.59\|39469;2026-05-21\|75.53\|-5.24\|80.00\|82.95\|75.00\|44760;2026-05-22\|79.59\|5.38\|76.11\|83.00\|75.45\|42145;2026-05-25\|81.00\|1.77\|80.37\|81.77\|78.59\|30811;2026-05-26\|74.25\|-8.33\|80.20\|82.99\|73.10\|55014;2026-05-27\|71.70\|-3.43\|75.72\|76.97\|70.21\|63130;2026-05-28\|75.10\|4.74\|71.54\|76.14\|68.83\|54639;2026-05-29\|76.12\|1.36\|76.72\|78.50\|73.30\|54011;2026-06-01\|71.36\|-6.25\|75.45\|76.11\|70.07\|30681;2026-06-02\|70.89\|-0.66\|71.36\|73.00\|68.55\|37228;2026-06-03\|79.09\|11.57\|71.00\|82.49\|69.50\|76318;2026-06-04\|81.70\|3.30\|79.53\|82.60\|77.01\|101910;2026-06-05\|78.78\|-3.57\|83.50\|87.83\|78.50\|66081;2026-06-08\|78.20\|-0.74\|69.59\|82.69\|69.59\|59947;2026-06-09\|93.20\|19.18\|80.00\|93.84\|78.80\|79846;2026-06-10\|85.97\|-7.76\|94.00\|94.00\|85.18\|52694;2026-06-11\|84.56\|-1.64\|85.75\|88.80\|81.77\|40263;2026-06-12\|79.79\|-5.64\|86.70\|91.34\|78.82\|72971;2026-06-15\|78.95\|-1.05\|79.77\|84.37\|77.27\|71483;2026-06-16\|89.16\|12.93\|78.90\|91.17\|77.64\|85909;2026-06-17\|92.16\|3.36\|89.37\|95.61\|86.66\|79587;2026-06-18\|87.00\|-5.60\|92.53\|94.07\|85.60\|70100;2026-06-22\|83.60\|-3.91\|88.10\|88.10\|81.49\|69233;2026-06-23\|82.12\|-1.77\|84.68\|85.00\|80.82\|38974;2026-06-24\|83.00\|1.07\|81.00\|84.54\|78.10\|47789;2026-06-25\|82.66\|-0.41\|83.53\|84.40\|78.00\|56189;2026-06-26\|78.00\|-5.64\|81.40\|83.54\|77.00\|43596;2026-06-29\|73.95\|-5.19\|77.00\|80.34\|70.00\|69378;2026-06-30\|77.00\|4.12\|74.67\|79.94\|73.47\|43910;2026-07-01\|79.06\|2.68\|77.04\|82.82\|76.00\|47874;2026-07-02\|74.22\|-6.12\|76.99\|81.00\|73.47\|44587;2026-07-03\|70.50\|-5.01\|73.00\|74.88\|69.88\|44373;2026-07-06\|73.91\|4.84\|71.96\|74.74\|68.00\|66884;2026-07-07\|69.95\|-5.36\|75.88\|76.50\|68.61\|40404;2026-07-08\|66.97\|-4.26\|70.11\|71.83\|65.43\|53152;2026-07-09\|68.00\|1.54\|66.71\|70.23\|65.00\|59373;2026-07-10\|65.53\|-3.63\|66.71\|70.50\|65.52\|4219737;2026-07-13\|63.31\|-3.39\|64.26\|66.98\|63.31\|1016361
113548		业绩高增+算力租赁+半导体材料行业原因：据财闻，阿里云、腾讯云、百度智能云等头部云厂商近期相继上调AI算力产品价格，涨幅普遍在5%至50%之间。海外H100 GPU租赁价格5个月内上涨40%，全行业进入量价齐升的高景气周期。公司原因： 1、据公司2025年年报，公司2025年营收34.52亿元、净利3.09亿元，同比增30.45%、52.59%；2026Q1营收10.16亿元、净利1.43亿元，同比增28.01%、42.06%，味精市占率领先，松茸鲜、酱油等战略大单品放量。 2、据公司2025年年报，子公司莲花科创4月9日以9,250.57万元受让纽菲斯46%股权，布局电子绝缘积层胶膜，延伸半导体材料产业链。 3、据公司2025年年报，在算力业务方面，公司在原有toB服务基础上，积极拓展toC市场，与算力芯片厂商、模型商合作推出“token工厂”模式，面向C端客户提供灵活、高性价比的算力服务。同时，公司持续加大AIAgent及Skills的研发投入，结合AI智能终端硬件，打造面向C端客户的应用场景 4、据公司2025年年报，公司“消费+AI科技”双轮驱动，莲花紫星2025年算力服务收入1.22亿元、同比增51.13%，已部署智算中心并拓展金融、医疗等行业客户。	1、国内在产味精生产商历史最悠久的企业，一季度净利润增长42%； 2、公司将以莲花科创为项目实施主体，积极引入行业实力战略合作伙伴，开展智能计算中心项目合作，在国内主要的算力节点，建设智算中心，高效推动算力租赁业务落地	2026-03-03\|5.69\|-8.23\|6.20\|6.21\|5.68\|1407970;2026-03-04\|5.56\|-2.28\|5.59\|5.71\|5.53\|708567;2026-03-05\|5.76\|3.60\|5.64\|5.84\|5.62\|789660;2026-03-06\|6.24\|8.33\|5.70\|6.34\|5.68\|1855996;2026-03-09\|6.59\|5.61\|6.28\|6.64\|6.24\|2421149;2026-03-10\|6.62\|0.46\|6.61\|6.85\|6.51\|1929660;2026-03-11\|6.54\|-1.21\|6.65\|6.77\|6.53\|1232391;2026-03-12\|6.43\|-1.68\|6.55\|6.58\|6.39\|828612;2026-03-13\|6.03\|-6.22\|6.41\|6.43\|6.00\|1315190;2026-03-16\|6.16\|2.16\|6.01\|6.23\|5.93\|1057077;2026-03-17\|6.30\|2.27\|6.20\|6.43\|6.18\|1310149;2026-03-18\|6.46\|2.54\|6.30\|6.48\|6.26\|1127943;2026-03-19\|7.11\|10.06\|6.33\|7.11\|6.31\|2955317;2026-03-20\|6.55\|-7.88\|6.90\|6.95\|6.54\|3417179;2026-03-23\|6.15\|-6.11\|6.48\|6.55\|6.09\|1773760;2026-03-24\|6.77\|10.08\|6.28\|6.77\|6.13\|1989641;2026-03-25\|7.03\|3.84\|6.90\|7.24\|6.90\|2896092;2026-03-26\|7.03\|0.00\|7.09\|7.44\|6.92\|2687588;2026-03-27\|7.14\|1.56\|7.03\|7.25\|6.86\|2225990;2026-03-30\|7.39\|3.50\|6.90\|7.43\|6.88\|3038679;2026-03-31\|7.10\|-3.92\|7.26\|7.35\|7.10\|2257856;2026-04-01\|7.33\|3.24\|7.20\|7.60\|7.19\|2516507;2026-04-02\|7.08\|-3.41\|7.34\|7.46\|7.04\|2021536;2026-04-03\|6.99\|-1.27\|7.19\|7.24\|6.87\|1523815;2026-04-07\|6.94\|-0.72\|7.00\|7.20\|6.87\|1078698;2026-04-08\|7.63\|9.94\|7.23\|7.63\|7.23\|1232380;2026-04-09\|7.47\|-2.10\|7.56\|7.85\|7.40\|2647070;2026-04-10\|7.43\|-0.54\|7.58\|7.97\|7.41\|1854160;2026-04-13\|7.41\|-0.27\|7.34\|7.49\|7.27\|1492066;2026-04-14\|7.32\|-1.21\|7.58\|7.65\|7.22\|1860715;2026-04-15\|7.69\|5.05\|7.50\|7.89\|7.10\|3076784;2026-04-16\|8.14\|5.85\|7.54\|8.37\|7.54\|3288201;2026-04-17\|7.89\|-3.07\|8.02\|8.07\|7.81\|2159833;2026-04-20\|7.87\|-0.25\|7.91\|7.96\|7.81\|1682172;2026-04-21\|8.09\|2.80\|7.82\|8.14\|7.55\|2392582;2026-04-22\|8.59\|6.18\|8.00\|8.77\|7.96\|3182122;2026-04-23\|9.45\|10.01\|8.57\|9.45\|8.48\|3245360;2026-04-24\|9.14\|-3.28\|9.58\|9.80\|8.91\|3997188;2026-04-27\|9.34\|2.19\|9.19\|9.58\|8.97\|3139244;2026-04-28\|9.84\|5.35\|9.36\|10.15\|9.23\|3858841;2026-04-29\|10.82\|9.96\|9.85\|10.82\|9.85\|2303049;2026-04-30\|10.72\|-0.92\|11.33\|11.55\|10.42\|4809052;2026-05-06\|11.40\|6.34\|10.95\|11.53\|10.71\|4139553;2026-05-07\|11.13\|-2.37\|11.27\|11.44\|10.82\|3321134;2026-05-08\|10.50\|-5.66\|10.80\|10.85\|10.28\|3227011;2026-05-11\|10.30\|-1.90\|10.50\|10.67\|9.80\|3447625;2026-05-12\|9.99\|-3.01\|10.15\|10.21\|9.81\|2231384;2026-05-13\|10.72\|7.31\|9.85\|10.85\|9.80\|3208937;2026-05-14\|10.54\|-1.68\|10.82\|11.13\|10.25\|2659825;2026-05-15\|10.34\|-1.90\|10.33\|10.84\|10.28\|2139465;2026-05-18\|10.51\|1.64\|10.36\|10.63\|10.06\|2161129;2026-05-19\|11.56\|9.99\|10.59\|11.56\|10.11\|3801553;2026-05-20\|11.03\|-4.58\|11.60\|11.85\|10.95\|3220014;2026-05-21\|10.68\|-3.17\|11.01\|11.49\|10.45\|2776940;2026-05-22\|11.75\|10.02\|10.90\|11.75\|10.86\|2206096;2026-05-25\|12.93\|10.04\|12.05\|12.93\|12.04\|2522410;2026-05-26\|13.19\|2.01\|12.99\|13.70\|12.81\|3987848;2026-05-27\|11.87\|-10.01\|13.19\|13.23\|11.87\|2101580;2026-05-28\|10.95\|-7.75\|11.31\|11.55\|10.68\|3952472;2026-05-29\|10.15\|-7.31\|10.80\|11.03\|10.02\|2545786;2026-06-01\|9.84\|-3.05\|10.00\|10.79\|9.77\|2442938;2026-06-02\|9.64\|-2.03\|9.69\|10.03\|9.09\|2590740;2026-06-03\|9.55\|-0.93\|9.46\|10.04\|9.40\|1819509;2026-06-04\|9.47\|-0.84\|9.41\|9.59\|9.22\|1545447;2026-06-05\|10.13\|6.97\|9.51\|10.30\|9.17\|3332113;2026-06-08\|10.49\|3.55\|9.68\|10.70\|9.62\|3325287;2026-06-09\|11.54\|10.01\|10.48\|11.54\|10.25\|4106870;2026-06-10\|11.62\|0.69\|11.15\|11.80\|10.88\|3363927;2026-06-11\|12.63\|8.69\|11.30\|12.76\|11.30\|3622486;2026-06-12\|11.57\|-8.39\|12.35\|12.95\|11.54\|3312389;2026-06-15\|12.12\|4.75\|11.60\|12.20\|11.15\|3008177;2026-06-16\|13.33\|9.98\|12.10\|13.33\|11.87\|2759662;2026-06-17\|14.66\|9.98\|13.57\|14.66\|13.54\|2080088;2026-06-18\|14.28\|-2.59\|14.89\|15.50\|14.07\|3536446;2026-06-22\|14.40\|0.84\|14.55\|15.70\|13.92\|2931682;2026-06-23\|14.37\|-0.21\|15.02\|15.06\|13.96\|2807592;2026-06-24\|14.18\|-1.32\|13.98\|14.64\|13.36\|2534826;2026-06-25\|15.60\|10.01\|14.20\|15.60\|14.20\|1585048;2026-06-26\|14.30\|-8.33\|15.75\|15.93\|14.10\|2806805;2026-06-29\|13.32\|-6.85\|14.14\|14.58\|13.25\|2236804;2026-06-30\|14.00\|5.11\|13.35\|14.20\|12.97\|1765133;2026-07-01\|12.97\|-7.36\|14.00\|14.35\|12.83\|2074686;2026-07-02\|12.25\|-5.55\|12.50\|13.02\|12.20\|1863301;2026-07-03\|11.82\|-3.51\|12.25\|12.38\|11.81\|1683773;2026-07-06\|11.54\|-2.37\|12.06\|12.23\|11.47\|1308897;2026-07-07\|11.10\|-3.81\|11.60\|11.88\|11.00\|1296792;2026-07-08\|10.89\|-1.89\|11.20\|11.45\|10.69\|1300125;2026-07-09\|11.00\|1.01\|10.93\|11.24\|10.51\|1440420;2026-07-10\|10.92\|-0.73\|11.00\|11.51\|10.88\|1834704;2026-07-13\|11.03\|1.01\|10.70\|11.22\|10.66\|295682
113547		AI智算+装配式建筑+集成吊顶 1、据2026年6月5日投资者关系记录，公司新业务服务于AI智算行业，专注于满足客户算力调度、存算协同等需求，其控股子公司天枢星通负责的全域超链接算力调度平台项目已取得主管部门备案批复及电信业务许可，但目前尚未产生营业收入和利润。 2、据2026年6月11日异常波动公告，公司主营业务为集成吊顶、集成墙面等产品的研发、生产和销售，产品主要应用于建筑室内装修、装饰，主营业务未发生重大变化。 3、据2026年4月28日年报，公司为集成吊顶和装配式内装行业领先企业，参与制定15项行业标准，并聚焦存量房焕新、老旧小区改造等场景，加快模块化、快装化产品的研发，推动公司向装配式建装解决方案服务商转型。	公司主营集成吊顶、集成墙面，设立全资子公司北宸星穹，服务于AI智算行业，专注于满足客户算力调度、存算协同及推理响应需求	2026-03-03\|71.65\|-5.85\|77.90\|77.90\|71.20\|29753;2026-03-04\|70.98\|-0.94\|71.58\|72.63\|70.28\|16662;2026-03-05\|71.19\|0.30\|71.50\|72.20\|69.80\|13797;2026-03-06\|69.61\|-2.22\|71.19\|73.13\|69.00\|21361;2026-03-09\|69.85\|0.34\|68.00\|70.36\|67.02\|19616;2026-03-10\|76.84\|10.01\|70.70\|76.84\|70.22\|29828;2026-03-11\|75.66\|-1.54\|78.58\|79.00\|75.66\|28554;2026-03-12\|74.03\|-2.15\|78.00\|78.00\|73.33\|17439;2026-03-13\|73.50\|-0.72\|73.40\|75.11\|73.11\|14317;2026-03-16\|76.34\|3.86\|73.99\|76.60\|69.20\|34730;2026-03-17\|73.66\|-3.51\|76.31\|76.48\|73.58\|22444;2026-03-18\|72.97\|-0.94\|74.43\|75.50\|72.19\|13252;2026-03-19\|71.71\|-1.73\|73.50\|73.99\|71.00\|14994;2026-03-20\|72.19\|0.67\|72.00\|74.99\|71.11\|26104;2026-03-23\|69.72\|-3.42\|72.10\|74.90\|68.88\|31832;2026-03-24\|70.94\|1.75\|71.46\|71.46\|67.80\|22061;2026-03-25\|71.15\|0.30\|70.57\|71.88\|70.38\|13118;2026-03-26\|73.79\|3.71\|71.15\|74.50\|70.69\|25085;2026-03-27\|76.00\|3.00\|73.05\|77.14\|70.80\|34208;2026-03-30\|74.52\|-1.95\|75.00\|75.00\|73.37\|15624;2026-03-31\|73.56\|-1.29\|74.55\|76.25\|73.10\|17156;2026-04-01\|75.80\|3.05\|74.80\|75.81\|73.57\|16289;2026-04-02\|74.50\|-1.72\|75.00\|76.70\|73.50\|20923;2026-04-03\|76.28\|2.39\|74.82\|77.00\|73.15\|26099;2026-04-07\|77.00\|0.94\|77.45\|78.00\|75.55\|22154;2026-04-08\|84.70\|10.00\|77.50\|84.70\|77.49\|45626;2026-04-09\|93.17\|10.00\|87.01\|93.17\|87.01\|77726;2026-04-10\|90.90\|-2.44\|93.17\|95.20\|90.12\|56069;2026-04-13\|93.52\|2.88\|88.95\|95.60\|88.95\|41970;2026-04-14\|92.87\|-0.69\|92.47\|94.47\|91.69\|26296;2026-04-15\|94.69\|1.96\|93.95\|95.50\|91.67\|28806;2026-04-16\|96.69\|2.11\|93.03\|96.77\|93.03\|30321;2026-04-17\|95.02\|-1.73\|96.37\|98.21\|94.00\|27508;2026-04-20\|97.49\|2.60\|96.00\|99.97\|95.02\|30488;2026-04-21\|90.85\|-6.81\|97.40\|97.98\|89.88\|47066;2026-04-22\|95.44\|5.05\|88.50\|96.40\|88.50\|49246;2026-04-23\|95.88\|0.46\|95.35\|99.90\|95.00\|27726;2026-04-24\|96.95\|1.12\|96.36\|97.66\|94.01\|24294;2026-04-27\|96.16\|-0.81\|96.99\|96.99\|92.71\|34690;2026-04-28\|96.79\|0.66\|97.00\|98.91\|94.31\|28090;2026-04-29\|98.16\|1.42\|96.79\|98.89\|96.00\|19974;2026-04-30\|101.18\|3.08\|98.50\|102.00\|97.66\|38362;2026-05-06\|99.21\|-1.95\|101.40\|103.27\|98.59\|36672;2026-05-07\|96.33\|-2.90\|99.70\|100.87\|94.50\|31814;2026-05-08\|98.73\|2.49\|96.09\|99.70\|95.50\|23311;2026-05-11\|95.16\|-3.62\|98.73\|99.95\|95.04\|26882;2026-05-12\|92.77\|-2.51\|95.33\|95.36\|92.51\|20991;2026-05-13\|92.25\|-0.56\|93.29\|93.40\|91.28\|14599;2026-05-14\|89.79\|-2.67\|92.13\|92.15\|88.90\|24135;2026-05-15\|89.00\|-0.88\|89.76\|91.80\|88.21\|17780;2026-05-18\|97.90\|10.00\|89.00\|97.90\|88.38\|37359;2026-05-19\|104.38\|6.62\|99.80\|107.69\|97.90\|61858;2026-05-20\|102.94\|-1.38\|106.47\|107.38\|101.25\|33483;2026-05-21\|98.65\|-4.17\|102.80\|105.50\|97.90\|24481;2026-05-22\|99.00\|0.35\|99.15\|99.94\|94.81\|25707;2026-05-25\|97.10\|-1.92\|100.50\|101.80\|95.00\|19458;2026-05-26\|95.90\|-1.24\|96.96\|97.08\|93.50\|14208;2026-05-27\|97.74\|1.92\|95.38\|105.49\|95.38\|46749;2026-05-28\|93.58\|-4.26\|98.10\|98.94\|90.81\|33971;2026-05-29\|92.12\|-1.56\|94.53\|96.55\|92.00\|18875;2026-06-01\|92.95\|0.90\|92.12\|95.48\|89.61\|15329;2026-06-02\|92.93\|-0.02\|93.10\|93.22\|90.66\|10744;2026-06-03\|91.97\|-1.03\|92.74\|94.42\|90.62\|12921;2026-06-04\|91.48\|-0.53\|92.21\|93.80\|90.01\|13052;2026-06-05\|98.28\|7.43\|93.04\|99.88\|91.30\|38244;2026-06-08\|96.33\|-1.98\|95.48\|102.00\|93.50\|34725;2026-06-09\|105.96\|10.00\|97.29\|105.96\|92.86\|48189;2026-06-10\|116.56\|10.00\|109.95\|116.56\|109.10\|41823;2026-06-11\|126.99\|8.95\|118.00\|128.22\|118.00\|99367;2026-06-12\|130.01\|2.38\|130.05\|136.60\|124.47\|82739;2026-06-15\|134.20\|3.22\|129.04\|135.99\|122.50\|60877;2026-06-16\|132.26\|-1.45\|133.50\|143.90\|128.96\|63952;2026-06-17\|131.10\|-0.88\|135.30\|140.60\|130.56\|37958;2026-06-18\|132.09\|0.76\|137.65\|137.65\|124.66\|50886;2026-06-22\|128.00\|-3.10\|132.27\|132.67\|126.13\|39063;2026-06-23\|123.00\|-3.91\|128.88\|131.00\|121.39\|36404;2026-06-24\|122.00\|-0.81\|120.81\|125.00\|120.01\|25977;2026-06-25\|134.20\|10.00\|122.08\|134.20\|122.08\|33871;2026-06-26\|128.68\|-4.11\|139.29\|140.95\|128.35\|36656;2026-06-29\|125.40\|-2.55\|128.53\|131.55\|120.12\|41241;2026-06-30\|112.86\|-10.00\|125.50\|126.98\|112.86\|67424;2026-07-01\|109.88\|-2.64\|114.77\|115.00\|109.11\|25069;2026-07-02\|107.30\|-2.35\|107.70\|114.33\|107.08\|28194;2026-07-03\|104.00\|-3.08\|109.91\|109.91\|103.62\|23657;2026-07-06\|97.52\|-6.23\|104.04\|105.15\|96.67\|19721;2026-07-07\|94.73\|-2.86\|98.11\|98.96\|91.27\|21085;2026-07-08\|89.78\|-5.23\|94.41\|95.97\|89.01\|18416;2026-07-09\|91.71\|2.15\|90.10\|92.19\|85.50\|21244;2026-07-10\|90.78\|-1.01\|91.10\|93.30\|89.40\|17094;2026-07-13\|86.60\|-4.60\|90.64\|90.82\|86.21\|4088
113546		算力大单+人形机器人+液冷行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年6月2日公告及2026年6月9日21世纪经济报道，公司控股子公司东阳光云智算于5月6日与某企业签署160亿至190亿元算力服务采购框架合同后，又于6月1日与某企业B签署100亿至120亿元算力服务采购合同，一个月内两笔订单合计最高达310亿元。 2、据2026年4月10日年报，公司人形机器人业务已构建全产品矩阵，光谷东智湖北工厂一期建成投产，年产能达300台，成为华中地区率先具备规模化量产能力的工厂，产品已获商业服务等领域小批量订单。 3、据2026年4月10日年报，公司液冷业务浙江东阳工厂一期产线已完成试生产，可广泛应用于智算中心等领域，并与中际旭创成立合资公司推广液冷散热整体解决方案。	子公司东莞东阳光云智算科技有限公司与某企业签署的《算力服务采购框架合同》，合同预计总金额区间为160亿元至190亿（含税），期限为合同约定的订单验收通过后60个月。	2026-03-09\|40.00\|5.82\|35.00\|41.58\|34.33\|2096536;2026-03-10\|38.91\|-2.73\|40.50\|41.35\|37.80\|1387852;2026-03-11\|36.85\|-5.29\|38.20\|38.30\|35.60\|1398078;2026-03-12\|37.80\|2.58\|36.68\|38.82\|36.15\|1027176;2026-03-13\|34.82\|-7.88\|37.00\|37.30\|34.73\|867138;2026-03-16\|34.98\|0.46\|34.82\|34.99\|33.11\|776927;2026-03-17\|34.00\|-2.80\|34.98\|35.18\|33.78\|479143;2026-03-18\|35.68\|4.94\|34.00\|36.25\|34.00\|760269;2026-03-19\|34.22\|-4.09\|35.61\|36.03\|33.88\|641130;2026-03-20\|31.66\|-7.48\|34.42\|34.85\|31.64\|966069;2026-03-23\|29.70\|-6.19\|30.29\|31.46\|29.35\|780393;2026-03-24\|29.75\|0.17\|30.10\|30.50\|28.60\|597246;2026-03-25\|31.29\|5.18\|30.00\|31.80\|30.00\|647789;2026-03-26\|30.54\|-2.40\|31.20\|31.59\|30.33\|360219;2026-03-27\|30.58\|0.13\|29.98\|31.07\|29.68\|345422;2026-03-30\|30.56\|-0.07\|30.58\|30.80\|29.84\|363337;2026-03-31\|30.30\|-0.85\|30.56\|31.22\|30.20\|384805;2026-04-01\|31.40\|3.63\|31.30\|31.80\|30.80\|499612;2026-04-02\|29.87\|-4.87\|31.01\|31.17\|29.68\|436716;2026-04-03\|30.72\|2.85\|30.36\|30.98\|29.63\|437619;2026-04-07\|30.00\|-2.34\|30.49\|30.88\|29.90\|346551;2026-04-08\|32.19\|7.30\|30.96\|32.30\|30.95\|657805;2026-04-09\|31.50\|-2.14\|31.52\|32.08\|31.30\|435840;2026-04-10\|31.42\|-0.25\|31.00\|32.53\|29.90\|748722;2026-04-13\|32.08\|2.10\|31.15\|32.76\|31.15\|598294;2026-04-14\|33.86\|5.55\|33.18\|34.62\|32.71\|901683;2026-04-15\|33.40\|-1.36\|34.38\|34.73\|33.15\|641095;2026-04-16\|35.54\|6.41\|33.43\|36.60\|33.43\|909676;2026-04-17\|35.05\|-1.38\|35.30\|35.46\|34.37\|702668;2026-04-20\|33.60\|-4.14\|34.71\|35.00\|33.40\|773412;2026-04-21\|32.65\|-2.83\|34.00\|34.78\|31.57\|998567;2026-04-22\|34.86\|6.77\|32.03\|35.00\|31.86\|876492;2026-04-23\|34.14\|-2.07\|34.87\|35.25\|33.40\|708083;2026-04-24\|32.74\|-4.10\|33.89\|34.08\|31.70\|834719;2026-04-27\|32.48\|-0.79\|32.92\|33.38\|32.01\|534033;2026-04-28\|33.22\|2.28\|32.11\|34.30\|32.10\|765538;2026-04-29\|33.14\|-0.24\|33.17\|33.96\|32.66\|485365;2026-04-30\|35.40\|6.82\|33.10\|35.95\|32.88\|967677;2026-05-06\|38.94\|10.00\|38.94\|38.94\|38.94\|115169;2026-05-07\|42.83\|9.99\|42.83\|42.83\|42.83\|185880;2026-05-08\|39.90\|-6.84\|42.83\|42.83\|39.77\|2229196;2026-05-11\|39.02\|-2.21\|40.16\|41.00\|37.85\|1562270;2026-05-12\|37.45\|-4.02\|38.51\|39.05\|36.92\|1128955;2026-05-13\|39.28\|4.89\|37.35\|39.35\|37.35\|1362121;2026-05-14\|38.03\|-3.18\|39.67\|39.68\|37.03\|1221985;2026-05-15\|36.51\|-4.00\|37.64\|38.60\|36.20\|807738;2026-05-18\|36.63\|0.33\|36.10\|37.44\|36.10\|580361;2026-05-19\|37.90\|3.47\|36.80\|37.99\|35.51\|774342;2026-05-20\|38.46\|1.48\|37.68\|38.80\|37.10\|836051;2026-05-21\|36.18\|-5.93\|38.70\|38.87\|35.99\|734546;2026-05-22\|38.78\|7.19\|36.53\|39.02\|35.98\|1101723;2026-05-25\|38.32\|-1.19\|38.77\|39.76\|37.33\|811879;2026-05-26\|36.80\|-3.97\|38.00\|38.50\|35.73\|773810;2026-05-27\|39.33\|6.88\|39.00\|40.40\|38.05\|1444517;2026-05-28\|39.31\|-0.05\|39.68\|40.55\|38.80\|840380;2026-05-29\|35.62\|-9.39\|39.20\|39.60\|35.38\|1267155;2026-06-01\|35.75\|0.36\|34.71\|37.32\|33.96\|923784;2026-06-02\|35.62\|-0.36\|37.60\|37.80\|34.42\|880501;2026-06-03\|34.79\|-2.33\|34.52\|36.00\|34.48\|769763;2026-06-04\|33.33\|-4.20\|34.25\|34.30\|33.02\|738870;2026-06-05\|33.17\|-0.48\|33.12\|34.68\|31.59\|764741;2026-06-08\|31.55\|-4.88\|31.78\|32.27\|31.00\|547764;2026-06-09\|34.71\|10.02\|32.18\|34.71\|31.66\|942649;2026-06-10\|33.30\|-4.06\|33.99\|34.06\|32.78\|645566;2026-06-11\|33.14\|-0.48\|33.30\|33.78\|32.81\|386895;2026-06-12\|31.46\|-5.07\|33.64\|33.79\|31.46\|562856;2026-06-15\|33.10\|5.21\|32.66\|33.26\|31.51\|563499;2026-06-16\|32.63\|-1.42\|33.71\|34.07\|32.30\|713402;2026-06-17\|35.89\|9.99\|32.30\|35.89\|32.30\|1455119;2026-06-18\|36.26\|1.03\|36.00\|37.20\|35.89\|961140;2026-06-22\|35.10\|-3.20\|36.50\|37.03\|34.77\|875280;2026-06-23\|33.80\|-3.70\|35.62\|36.11\|33.60\|680676;2026-06-24\|36.34\|7.51\|33.18\|37.08\|32.67\|913828;2026-06-25\|36.36\|0.06\|36.41\|37.80\|35.61\|814550;2026-06-26\|34.28\|-5.72\|36.37\|36.37\|33.74\|604198;2026-06-29\|32.16\|-6.18\|34.17\|34.25\|31.80\|611546;2026-06-30\|33.58\|4.42\|32.01\|33.93\|31.68\|441318;2026-07-01\|36.94\|10.01\|33.50\|36.94\|32.03\|1205780;2026-07-02\|36.46\|-1.30\|36.00\|38.45\|34.68\|1275571;2026-07-03\|36.25\|-0.58\|36.45\|37.27\|35.25\|747072;2026-07-06\|36.82\|1.57\|36.55\|37.25\|35.46\|759106;2026-07-07\|34.93\|-5.13\|36.55\|37.45\|33.78\|693243;2026-07-08\|36.00\|3.06\|35.00\|37.46\|34.61\|590837;2026-07-09\|38.34\|6.50\|36.00\|38.50\|35.50\|955602;2026-07-10\|37.15\|-3.10\|37.58\|39.76\|37.10\|843021;2026-07-13\|38.69\|4.15\|37.32\|38.71\|37.16\|177943
113545		低空经济+核电+涵道推进器 1、据2026年6月3日互动易，公司多款涵道推进器产品已获得多家主机厂订购，并已用于试飞。 2、据2026年4月28日年报，公司深耕核电领域，已实现对高温气冷堆、快堆等四代核电产品稳定供货，并率先取得最大风量70万m³/h核级风机相关资质，同时积极开展可控核聚变配套装备的前瞻性研究。 3、据2026年4月28日年报，公司与清华大学联合研制的系列化涵道推进器取得关键进展，2款产品已完成性能测试及飞行验证，成功完成垂直起降、空中悬停等核心飞行科目验证。	地铁隧道通风系统领域的行业标杆企业；公司专注于高端智能通风系统装备的研发与智能制造，产品可以应用于在数据中心、储能中心的通风散热	2026-03-03\|11.31\|-4.80\|11.87\|11.88\|11.30\|91485;2026-03-04\|11.32\|0.09\|11.20\|11.44\|11.08\|57626;2026-03-05\|11.66\|3.00\|11.49\|11.77\|11.43\|86078;2026-03-06\|11.87\|1.80\|11.57\|11.90\|11.57\|81889;2026-03-09\|11.73\|-1.18\|11.73\|11.80\|11.56\|62502;2026-03-10\|11.88\|1.28\|11.80\|11.88\|11.80\|52543;2026-03-11\|11.62\|-2.19\|11.85\|11.92\|11.59\|89429;2026-03-12\|11.26\|-3.10\|11.58\|11.61\|11.23\|90142;2026-03-13\|11.21\|-0.44\|11.25\|11.36\|11.16\|47412;2026-03-16\|11.24\|0.27\|11.30\|11.34\|11.15\|36170;2026-03-17\|11.01\|-2.05\|11.28\|11.31\|11.01\|54840;2026-03-18\|11.03\|0.18\|11.00\|11.06\|10.80\|55513;2026-03-19\|10.61\|-3.81\|10.91\|10.96\|10.56\|61815;2026-03-20\|10.27\|-3.20\|10.76\|10.76\|10.26\|48050;2026-03-23\|9.73\|-5.26\|10.17\|10.20\|9.69\|77417;2026-03-24\|10.12\|4.01\|9.95\|10.13\|9.71\|59787;2026-03-25\|10.16\|0.40\|10.15\|10.22\|10.10\|41551;2026-03-26\|9.95\|-2.07\|10.18\|10.19\|9.90\|43080;2026-03-27\|10.05\|1.00\|9.89\|10.07\|9.80\|28779;2026-03-30\|10.06\|0.10\|9.95\|10.15\|9.89\|29435;2026-03-31\|11.21\|11.43\|10.06\|11.30\|10.05\|225937;2026-04-01\|10.85\|-3.21\|11.00\|11.41\|10.70\|159391;2026-04-02\|10.87\|0.18\|10.79\|11.36\|10.67\|131995;2026-04-03\|10.18\|-6.35\|10.71\|10.85\|10.17\|102353;2026-04-07\|10.26\|0.79\|10.18\|10.28\|10.11\|40314;2026-04-08\|10.57\|3.02\|10.39\|10.65\|10.36\|67349;2026-04-09\|10.32\|-2.37\|10.49\|10.49\|10.29\|58527;2026-04-10\|10.40\|0.78\|10.33\|10.52\|10.33\|47940;2026-04-13\|10.32\|-0.77\|10.40\|10.40\|10.26\|35343;2026-04-14\|10.59\|2.62\|10.36\|10.67\|10.32\|75998;2026-04-15\|10.99\|3.78\|10.59\|11.24\|10.52\|153445;2026-04-16\|10.88\|-1.00\|10.90\|10.99\|10.70\|86928;2026-04-17\|10.84\|-0.37\|10.83\|10.96\|10.77\|56890;2026-04-20\|10.95\|1.01\|10.78\|11.07\|10.75\|77632;2026-04-21\|10.68\|-2.47\|10.98\|10.98\|10.67\|54567;2026-04-22\|10.76\|0.75\|10.64\|10.76\|10.59\|32766;2026-04-23\|10.47\|-2.70\|10.73\|10.75\|10.40\|50491;2026-04-24\|10.33\|-1.34\|10.45\|10.52\|10.27\|35058;2026-04-27\|10.28\|-0.48\|10.33\|10.39\|10.16\|44578;2026-04-28\|10.12\|-1.56\|10.06\|10.28\|10.00\|48103;2026-04-29\|10.24\|1.19\|10.18\|10.26\|10.06\|30154;2026-04-30\|10.29\|0.49\|10.22\|10.33\|10.16\|31234;2026-05-06\|10.39\|0.97\|10.29\|10.48\|10.24\|37800;2026-05-07\|10.35\|-0.39\|10.42\|10.49\|10.32\|40937;2026-05-08\|10.48\|1.26\|10.29\|10.49\|10.29\|50069;2026-05-11\|10.42\|-0.57\|10.58\|10.58\|10.35\|49331;2026-05-12\|10.20\|-2.11\|10.45\|10.47\|10.17\|53881;2026-05-13\|10.40\|1.96\|10.20\|10.60\|10.10\|77008;2026-05-14\|10.13\|-2.60\|10.45\|10.49\|10.12\|56148;2026-05-15\|10.02\|-1.09\|10.11\|10.20\|9.96\|54142;2026-05-18\|9.96\|-0.60\|9.94\|10.02\|9.88\|38584;2026-05-19\|10.00\|0.40\|9.96\|10.04\|9.88\|30869;2026-05-20\|10.17\|1.70\|10.00\|10.50\|9.86\|87831;2026-05-21\|9.88\|-2.85\|10.01\|10.17\|9.88\|57073;2026-05-22\|9.90\|0.20\|9.88\|10.00\|9.88\|39858;2026-05-25\|8.81\|-11.01\|9.79\|9.79\|8.67\|194698;2026-05-26\|8.36\|-5.11\|8.67\|8.68\|8.25\|130749;2026-05-27\|8.06\|-3.59\|8.28\|8.37\|8.02\|83325;2026-05-28\|8.18\|1.49\|8.03\|8.25\|7.95\|72801;2026-05-29\|8.03\|-1.83\|8.14\|8.50\|8.02\|89279;2026-06-01\|8.30\|3.36\|8.02\|8.35\|7.96\|70733;2026-06-02\|8.35\|0.60\|8.30\|8.38\|8.03\|71445;2026-06-03\|9.15\|9.58\|8.30\|9.23\|8.24\|233882;2026-06-04\|9.46\|3.39\|9.35\|9.84\|9.15\|242510;2026-06-05\|8.82\|-6.77\|9.48\|9.50\|8.75\|174961;2026-06-08\|8.33\|-5.56\|8.64\|8.75\|8.17\|140164;2026-06-09\|10.00\|20.05\|8.40\|10.00\|8.40\|414625;2026-06-10\|11.02\|10.20\|9.90\|11.13\|9.80\|602370;2026-06-18\|8.82\|-19.96\|9.20\|9.74\|8.82\|565691;2026-06-22\|8.60\|-2.49\|8.41\|8.64\|8.22\|375437;2026-06-23\|8.21\|-4.53\|8.45\|8.67\|8.18\|264527;2026-06-24\|7.57\|-7.80\|8.13\|8.16\|7.45\|292126;2026-06-25\|7.19\|-5.02\|7.54\|7.57\|7.17\|213258;2026-06-26\|6.80\|-5.42\|7.27\|7.32\|6.80\|196807;2026-06-29\|6.91\|1.62\|6.85\|7.14\|6.74\|213966;2026-06-30\|7.11\|2.89\|6.85\|7.23\|6.63\|197478;2026-07-01\|7.21\|1.41\|7.07\|7.33\|7.01\|156861;2026-07-02\|7.10\|-1.53\|7.20\|7.43\|7.07\|132022;2026-07-03\|7.15\|0.70\|7.14\|7.19\|6.97\|109580;2026-07-06\|6.91\|-3.36\|7.14\|7.21\|6.90\|102811;2026-07-07\|6.81\|-1.45\|6.85\|6.96\|6.70\|82200;2026-07-08\|6.68\|-1.91\|6.77\|6.85\|6.61\|80391;2026-07-09\|6.71\|0.45\|6.68\|6.79\|6.47\|88860;2026-07-10\|6.98\|4.02\|6.73\|7.19\|6.65\|137202;2026-07-13\|6.76\|-3.15\|6.92\|6.92\|6.72\|24343
113544		数据中心液冷+拟收购整合+权益分派+烟台国资行业原因：据东方证券6月29日研报，英伟达近期发布官方博客详细介绍Rubin平台全液冷方案，每颗芯片均采用液体闭环冷却，VeraRubin将于26年秋季启动量产并开始出货，有望带动液冷板块确定性提升。公司原因： 1、据2026年6月17日投资者关系管理信息，公司旗下顿汉布什和冰轮换热技术公司为数据中心液冷系统提供一次侧冷源装备和热交换装置等冷却装备，海外算力中心建设景气度持续较高。 2、据2026年6月3日互动易，公司拟收购烟台铭祥控股有限公司45%股权，完成后将间接控制密封科技，有利于完善产业布局，扩大资产规模。 3、据2026年6月17日公告，公司披露2025年年度权益分派实施公告，向全体股东每10股派1.00元现金，股权登记日为2026年6月24日。 4、公司最终控制人为烟台市人民政府国有资产监督管理委员会，致力于在能源和动力领域提供冷热能管理系统解决方案。	数据中心温控系统是旗下公司顿汉布什的主要业务之一，服务过国家超算广州中心（天河二号）、中国联通西安数据中心、中国移动贵州数据中心等；公司有产品服务数据中心液冷业务	2026-03-03\|20.05\|-6.74\|21.59\|21.68\|19.93\|420469;2026-03-04\|20.09\|0.20\|19.65\|20.84\|19.62\|297248;2026-03-05\|20.68\|2.94\|20.31\|21.20\|20.25\|343566;2026-03-06\|21.14\|2.22\|20.66\|21.45\|20.29\|352655;2026-03-09\|20.24\|-4.26\|20.40\|20.56\|19.18\|529461;2026-03-10\|21.10\|4.25\|20.41\|21.39\|20.16\|289390;2026-03-11\|20.45\|-3.08\|21.02\|21.43\|20.30\|270077;2026-03-12\|19.67\|-3.81\|20.40\|20.55\|19.35\|279120;2026-03-13\|19.19\|-2.44\|19.55\|19.75\|19.04\|223526;2026-03-16\|18.93\|-1.35\|19.11\|19.17\|18.28\|225046;2026-03-17\|18.21\|-3.80\|19.15\|19.30\|18.21\|144781;2026-03-18\|18.80\|3.24\|18.45\|18.89\|18.25\|156462;2026-03-19\|17.95\|-4.52\|18.31\|18.58\|17.82\|176097;2026-03-20\|17.52\|-2.40\|18.11\|18.36\|17.51\|146564;2026-03-23\|16.46\|-6.05\|17.14\|17.38\|16.24\|220211;2026-03-24\|18.11\|10.02\|16.80\|18.11\|16.69\|356181;2026-03-25\|18.72\|3.37\|18.45\|19.13\|18.31\|330703;2026-03-26\|18.08\|-3.42\|18.90\|18.90\|17.97\|181300;2026-03-27\|18.10\|0.11\|17.85\|18.42\|17.64\|194161;2026-03-30\|17.75\|-1.93\|17.71\|17.94\|17.29\|194793;2026-03-31\|17.22\|-2.99\|17.67\|17.93\|17.17\|162859;2026-04-01\|17.74\|3.02\|17.70\|17.98\|17.50\|162211;2026-04-02\|16.84\|-5.07\|17.57\|17.74\|16.70\|235518;2026-04-03\|16.74\|-0.59\|16.95\|17.04\|16.70\|118667;2026-04-07\|16.75\|0.06\|16.75\|17.02\|16.61\|105819;2026-04-08\|18.43\|10.03\|17.23\|18.43\|17.20\|299476;2026-04-09\|18.72\|1.57\|18.35\|18.95\|18.22\|335013;2026-04-10\|18.66\|-0.32\|18.99\|19.25\|18.61\|234319;2026-04-13\|18.60\|-0.32\|18.29\|18.68\|18.14\|232438;2026-04-14\|18.74\|0.75\|18.77\|18.97\|18.45\|276123;2026-04-15\|18.65\|-0.48\|19.00\|19.58\|18.53\|299515;2026-04-16\|19.26\|3.27\|18.68\|19.29\|18.42\|293773;2026-04-17\|19.26\|0.00\|19.06\|19.43\|18.96\|209783;2026-04-20\|19.54\|1.45\|19.60\|19.92\|19.06\|290567;2026-04-21\|20.37\|4.25\|19.19\|20.46\|18.93\|398834;2026-04-22\|22.41\|10.01\|20.88\|22.41\|20.60\|727533;2026-04-23\|22.43\|0.09\|22.83\|22.97\|21.67\|752205;2026-04-24\|22.22\|-0.94\|22.43\|22.60\|21.78\|381094;2026-04-27\|23.10\|3.96\|22.40\|23.25\|22.35\|551609;2026-04-28\|24.35\|5.41\|22.76\|25.40\|22.76\|734842;2026-04-29\|24.63\|1.15\|24.18\|24.64\|23.43\|457715;2026-04-30\|24.95\|1.30\|24.46\|25.37\|24.16\|429116;2026-05-06\|27.04\|8.38\|25.45\|27.45\|25.20\|547002;2026-05-07\|26.03\|-3.74\|27.02\|27.03\|25.81\|392670;2026-05-08\|26.28\|0.96\|25.71\|26.80\|25.13\|428461;2026-05-11\|28.91\|10.01\|27.50\|28.91\|27.16\|357859;2026-05-12\|28.91\|0.00\|29.20\|30.15\|28.40\|542925;2026-05-13\|31.80\|10.00\|28.43\|31.80\|27.56\|660405;2026-05-14\|33.66\|5.85\|32.06\|34.98\|31.69\|737075;2026-05-15\|33.12\|-1.60\|33.55\|34.94\|32.09\|557551;2026-05-18\|34.60\|4.47\|32.91\|34.61\|32.50\|528693;2026-05-19\|38.06\|10.00\|34.26\|38.06\|33.80\|659131;2026-05-20\|36.98\|-2.84\|36.50\|38.20\|35.30\|564725;2026-05-21\|35.19\|-4.84\|37.50\|38.46\|35.00\|538419;2026-05-22\|34.45\|-2.10\|35.19\|35.59\|33.23\|567741;2026-05-25\|34.50\|0.15\|34.67\|35.58\|31.26\|789284;2026-05-26\|32.17\|-6.75\|33.80\|34.28\|31.50\|527186;2026-05-27\|33.76\|4.94\|32.81\|35.39\|32.73\|811475;2026-05-28\|35.21\|4.29\|34.10\|35.88\|33.23\|595046;2026-05-29\|32.93\|-6.48\|35.21\|35.38\|32.64\|421276;2026-06-01\|31.17\|-5.34\|33.00\|33.41\|31.00\|377133;2026-06-02\|31.01\|-0.51\|31.17\|31.60\|30.41\|325033;2026-06-03\|31.76\|2.42\|31.63\|33.21\|31.00\|341429;2026-06-04\|31.72\|-0.13\|31.53\|32.57\|31.00\|218332;2026-06-05\|31.04\|-2.14\|31.43\|32.10\|30.56\|249271;2026-06-08\|29.22\|-5.86\|29.60\|30.80\|28.61\|337240;2026-06-09\|32.14\|9.99\|29.75\|32.14\|29.51\|305851;2026-06-10\|31.43\|-2.21\|32.12\|32.68\|31.27\|299802;2026-06-11\|31.40\|-0.10\|31.33\|32.08\|30.60\|258733;2026-06-12\|30.77\|-2.01\|32.50\|33.27\|30.60\|297382;2026-06-15\|33.85\|10.01\|31.80\|33.85\|31.06\|457234;2026-06-16\|33.20\|-1.92\|34.46\|34.78\|32.66\|517512;2026-06-17\|36.52\|10.00\|36.52\|36.52\|36.52\|95210;2026-06-18\|40.17\|9.99\|40.17\|40.17\|40.17\|42368;2026-06-22\|44.19\|10.01\|43.30\|44.19\|40.76\|724129;2026-06-23\|44.97\|1.77\|45.13\|47.00\|40.01\|1015975;2026-06-24\|48.75\|8.41\|43.87\|49.47\|43.45\|907640;2026-06-25\|53.52\|10.01\|50.92\|53.52\|50.55\|634536;2026-06-26\|53.12\|-0.75\|54.48\|55.27\|51.56\|653061;2026-06-29\|51.11\|-3.78\|54.35\|55.23\|49.44\|564438;2026-06-30\|56.22\|10.00\|50.56\|56.22\|49.50\|386762;2026-07-01\|54.90\|-2.35\|58.30\|58.50\|54.32\|481722;2026-07-02\|50.89\|-7.30\|51.30\|54.88\|50.51\|528875;2026-07-03\|52.65\|3.46\|51.74\|55.80\|50.51\|535307;2026-07-06\|53.63\|1.86\|53.35\|57.68\|53.28\|545807;2026-07-07\|52.60\|-1.92\|53.76\|56.97\|52.00\|472361;2026-07-08\|50.10\|-4.75\|53.28\|56.86\|49.70\|523270;2026-07-09\|55.11\|10.00\|50.90\|55.11\|50.71\|533676;2026-07-10\|53.47\|-2.98\|57.00\|57.76\|53.30\|539383;2026-07-13\|51.76\|-3.20\|52.92\|54.70\|51.72\|80946
113543		涨停揭秘：公司为数据中心提供大功率发电机组及工程安装、消声降噪、供油系统等全栈式配套服务，深度绑定IDC基建需求；涨停缘由：AI算力扩张拉动数据中心建设提速，备用电源及配套工程需求刚性增长，华丰股份作为专业服务商受益明显；资金逻辑：板块轮动下资金从芯片/服务器向配套环节延伸，华丰股份低估值+高分红属性吸引稳健型资金配置；风险提示：IDC建设周期波动影响订单节奏；毛利率受原材料价格及项目竞争加剧影响承压	在数据中心领域，公司除向客户提供大功率发电机组外，还提供工程安装、机房消声降噪、供油系统等一体化解决方案	2026-03-03\|39.39\|-6.21\|41.16\|41.92\|39.03\|29711;2026-03-04\|40.70\|3.33\|39.00\|41.00\|38.60\|21173;2026-03-05\|42.66\|4.82\|41.03\|43.30\|41.03\|26623;2026-03-06\|42.55\|-0.26\|42.72\|43.40\|42.24\|16152;2026-03-09\|42.73\|0.42\|42.03\|43.54\|42.03\|23375;2026-03-10\|42.23\|-1.17\|42.73\|43.26\|42.10\|19236;2026-03-11\|41.38\|-2.01\|42.48\|42.88\|41.32\|20761;2026-03-12\|40.35\|-2.49\|41.10\|41.37\|40.10\|21136;2026-03-13\|41.90\|3.84\|40.90\|43.70\|40.00\|39479;2026-03-16\|42.13\|0.55\|41.91\|42.36\|40.99\|18537;2026-03-17\|40.49\|-3.89\|42.33\|42.50\|40.47\|17189;2026-03-18\|41.50\|2.49\|40.58\|41.69\|40.40\|15378;2026-03-19\|41.60\|0.24\|41.05\|43.10\|40.40\|41927;2026-03-20\|40.16\|-3.46\|41.60\|41.97\|40.10\|26126;2026-03-23\|38.06\|-5.23\|40.16\|40.50\|37.30\|38038;2026-03-24\|39.27\|3.18\|38.42\|39.48\|37.88\|22119;2026-03-25\|39.76\|1.25\|38.84\|40.20\|38.84\|15701;2026-03-26\|39.78\|0.05\|39.76\|40.38\|39.50\|14835;2026-03-27\|40.95\|2.94\|39.50\|41.22\|39.33\|25301;2026-03-30\|41.36\|1.00\|40.95\|41.60\|40.29\|20993;2026-03-31\|40.45\|-2.20\|41.36\|41.76\|40.35\|18450;2026-04-01\|41.39\|2.32\|40.63\|41.49\|40.41\|15628;2026-04-02\|41.85\|1.11\|41.40\|41.97\|40.88\|20260;2026-04-03\|41.15\|-1.67\|41.86\|42.15\|40.90\|15761;2026-04-07\|41.98\|2.02\|41.15\|42.23\|41.00\|17166;2026-04-08\|43.80\|4.34\|42.56\|44.07\|41.99\|27912;2026-04-09\|45.69\|4.32\|43.80\|45.90\|43.48\|49210;2026-04-10\|46.21\|1.14\|45.85\|46.80\|45.34\|42947;2026-04-13\|44.86\|-2.92\|46.21\|46.21\|42.42\|49665;2026-04-14\|45.80\|2.10\|45.76\|45.97\|44.53\|28683;2026-04-15\|44.82\|-2.14\|45.81\|46.35\|44.77\|21711;2026-04-16\|47.76\|6.56\|44.82\|48.36\|44.30\|52973;2026-04-17\|48.06\|0.63\|48.32\|48.72\|47.50\|45394;2026-04-20\|48.98\|1.91\|48.00\|49.25\|47.55\|46249;2026-04-21\|48.72\|-0.53\|48.53\|49.43\|48.24\|35835;2026-04-22\|50.89\|4.45\|48.80\|53.25\|48.24\|69621;2026-04-23\|50.24\|-1.28\|50.98\|52.06\|49.47\|39877;2026-04-24\|48.75\|-2.97\|50.25\|50.28\|48.45\|29778;2026-04-27\|48.40\|-0.72\|49.26\|49.26\|47.27\|34104;2026-04-28\|48.57\|0.35\|48.05\|48.95\|47.75\|31239;2026-04-29\|48.83\|0.54\|48.58\|49.59\|48.51\|25522;2026-04-30\|48.97\|0.29\|49.50\|49.50\|48.00\|25694;2026-05-06\|49.07\|0.20\|48.97\|49.77\|48.21\|28809;2026-05-07\|49.47\|0.82\|49.07\|50.18\|49.04\|32019;2026-05-08\|51.30\|3.70\|49.13\|51.43\|48.70\|35459;2026-05-11\|53.07\|3.45\|51.82\|54.10\|51.59\|48242;2026-05-12\|52.97\|-0.19\|53.60\|53.73\|52.16\|26170;2026-05-13\|53.20\|0.43\|52.40\|53.84\|52.25\|30304;2026-05-14\|51.21\|-3.74\|53.51\|53.95\|51.15\|30263;2026-05-15\|50.77\|-0.86\|51.45\|51.92\|50.09\|31694;2026-05-18\|53.18\|4.75\|50.40\|53.40\|50.01\|47649;2026-05-19\|55.70\|4.74\|53.21\|56.20\|52.90\|47526;2026-05-20\|57.48\|3.20\|55.71\|57.93\|55.31\|38355;2026-05-21\|55.58\|-3.31\|57.57\|58.70\|55.30\|40698;2026-05-22\|55.36\|-0.40\|56.38\|56.79\|54.10\|51332;2026-05-25\|39.55\|0.03\|39.80\|42.00\|38.80\|62470;2026-05-26\|38.20\|-3.41\|39.60\|39.98\|37.50\|51353;2026-05-27\|35.61\|-6.78\|38.60\|38.60\|35.51\|65689;2026-05-28\|36.16\|1.54\|35.68\|36.34\|34.49\|53871;2026-05-29\|35.45\|-1.96\|36.17\|36.90\|35.08\|48218;2026-06-01\|36.56\|3.13\|35.48\|37.61\|35.11\|50855;2026-06-02\|35.38\|-3.23\|36.42\|36.86\|34.24\|47964;2026-06-03\|35.46\|0.23\|35.62\|36.20\|35.14\|31477;2026-06-04\|34.75\|-2.00\|35.46\|36.00\|34.40\|38210;2026-06-05\|34.19\|-1.61\|34.15\|34.94\|33.68\|33481;2026-06-08\|33.00\|-3.48\|33.33\|33.89\|31.86\|44975;2026-06-09\|36.30\|10.00\|32.62\|36.30\|32.62\|49376;2026-06-10\|37.81\|4.16\|36.86\|37.99\|36.40\|84876;2026-06-11\|35.71\|-5.55\|37.80\|38.90\|35.43\|76525;2026-06-12\|34.45\|-3.53\|36.06\|36.79\|34.35\|52707;2026-06-15\|35.22\|2.24\|34.96\|35.65\|34.51\|42735;2026-06-16\|36.37\|3.27\|35.22\|36.79\|34.37\|67348;2026-06-17\|37.26\|2.45\|37.15\|38.20\|35.90\|87167;2026-06-18\|39.16\|5.10\|37.26\|40.34\|37.06\|94647;2026-06-22\|40.71\|3.96\|38.75\|41.00\|38.51\|116505;2026-06-23\|41.53\|2.01\|40.71\|42.12\|40.13\|97884;2026-06-24\|41.42\|-0.26\|40.69\|42.09\|40.20\|64395;2026-06-25\|39.44\|-4.78\|41.80\|41.98\|39.15\|66002;2026-06-26\|38.19\|-3.17\|39.60\|39.86\|38.00\|55217;2026-06-29\|41.34\|8.25\|38.20\|42.01\|38.20\|124443;2026-06-30\|40.42\|-2.23\|41.20\|41.22\|38.94\|99128;2026-07-01\|41.35\|2.30\|40.43\|42.01\|40.39\|68014;2026-07-02\|40.00\|-3.26\|40.98\|42.50\|39.75\|73377;2026-07-03\|39.17\|-2.08\|40.04\|40.23\|38.80\|47239;2026-07-06\|37.64\|-3.91\|39.39\|40.20\|37.55\|56571;2026-07-07\|35.36\|-6.06\|37.64\|38.00\|35.20\|41249;2026-07-08\|35.92\|1.58\|35.30\|37.92\|35.30\|52430;2026-07-09\|36.50\|1.61\|35.31\|36.94\|34.43\|49966;2026-07-10\|35.65\|-2.33\|37.90\|37.90\|35.50\|40844;2026-07-13\|35.03\|-1.74\|35.65\|36.14\|35.02\|5035
113542		数据中心电源+算力+商业航天行业原因：摩根士丹利近日对英伟达下一代Rubin机柜进行了自下而上的物料清单（BOM）拆解。报告显示，Rubin VR200 NVL72机柜的整体价值较上一代产品显著提升，其中，电源增长约32%。公司原因： 1、据2026年5月24日投资者关系活动记录表，公司数据中心二次电源国内月产能已达20万只，预计2026年7月提升至30万只。 2、据2026年5月22日投资者关系活动记录表，公司数据中心电源海外业务已实现一家大型数据中心客户批量供货，另有3至4家海外重点客户处于产品验证周期；国内已完成联想、超云、海康、比亚迪等企业审厂认证。 3、据2026年4月21日年报及2026年5月22日投资者关系活动记录表，公司在商业航天低轨卫星领域，电源组件产品已在轨运行一年质量稳定；低轨卫星用电源模块系列化产品正在研制中，并承接了太空算力电源关键技术研发任务。	公司已形成覆盖一次电源、二次电源到三次电源的数据中心供电解决方案	2026-03-03\|30.76\|-6.45\|32.91\|32.99\|30.69\|237712;2026-03-04\|30.46\|-0.98\|30.30\|31.94\|29.96\|221461;2026-03-05\|30.55\|0.30\|31.08\|31.59\|30.00\|168283;2026-03-06\|30.80\|0.82\|30.48\|31.55\|30.21\|144327;2026-03-09\|29.10\|-5.52\|29.62\|29.78\|28.01\|206096;2026-03-10\|29.90\|2.75\|30.14\|30.76\|29.59\|147171;2026-03-11\|29.24\|-2.21\|30.30\|30.88\|29.13\|161708;2026-03-12\|28.23\|-3.45\|29.20\|29.51\|28.00\|152567;2026-03-13\|27.10\|-4.00\|28.05\|28.30\|26.99\|157063;2026-03-16\|27.30\|0.74\|27.11\|27.46\|26.37\|129215;2026-03-17\|25.53\|-6.48\|27.37\|27.48\|25.48\|195524;2026-03-18\|26.12\|2.31\|25.78\|26.19\|25.26\|117900;2026-03-19\|25.42\|-2.68\|25.78\|25.95\|25.28\|97728;2026-03-20\|24.45\|-3.82\|25.59\|25.80\|24.39\|136215;2026-03-23\|23.00\|-5.93\|23.88\|24.49\|22.80\|162677;2026-03-24\|23.39\|1.70\|23.73\|23.75\|22.48\|159943;2026-03-25\|23.42\|0.13\|23.39\|23.85\|23.15\|132238;2026-03-26\|22.90\|-2.22\|23.45\|23.62\|22.70\|115571;2026-03-27\|22.87\|-0.13\|22.48\|23.18\|22.39\|101390;2026-03-30\|23.27\|1.75\|22.63\|23.32\|22.35\|123130;2026-03-31\|22.74\|-2.28\|23.33\|23.69\|22.62\|131880;2026-04-01\|23.60\|3.78\|23.30\|23.95\|23.06\|169480;2026-04-02\|23.13\|-1.99\|23.47\|24.10\|22.98\|149143;2026-04-03\|22.71\|-1.82\|23.40\|23.53\|22.68\|104185;2026-04-07\|23.00\|1.28\|22.90\|23.44\|22.86\|96505;2026-04-08\|24.64\|7.13\|23.83\|24.90\|23.83\|211132;2026-04-09\|24.38\|-1.06\|25.00\|25.05\|24.31\|165010;2026-04-10\|24.65\|1.11\|24.54\|25.24\|24.47\|146229;2026-04-13\|24.77\|0.49\|24.31\|24.95\|24.31\|125004;2026-04-14\|27.57\|11.30\|25.12\|27.74\|25.01\|392225;2026-04-15\|27.08\|-1.78\|27.89\|29.02\|26.98\|387904;2026-04-16\|27.86\|2.88\|26.80\|28.76\|26.33\|305605;2026-04-17\|29.41\|5.56\|28.07\|29.73\|27.78\|361474;2026-04-20\|29.68\|0.92\|28.98\|30.30\|28.83\|302913;2026-04-21\|29.52\|-0.54\|28.82\|30.23\|28.76\|305904;2026-04-22\|30.52\|3.39\|29.05\|30.99\|28.81\|335284;2026-04-23\|29.86\|-2.16\|30.31\|30.65\|29.21\|207485;2026-04-24\|29.50\|-1.21\|29.68\|30.28\|29.14\|194518;2026-04-27\|30.06\|1.90\|29.07\|30.96\|29.07\|220152;2026-04-28\|28.69\|-4.56\|29.69\|29.79\|28.45\|234553;2026-04-29\|29.09\|1.39\|28.56\|29.58\|27.99\|235321;2026-04-30\|28.59\|-1.72\|29.00\|29.15\|27.97\|199599;2026-05-06\|29.28\|2.41\|29.00\|30.08\|28.73\|221851;2026-05-07\|29.75\|1.61\|29.50\|29.88\|28.60\|200988;2026-05-08\|29.25\|-1.68\|29.40\|29.58\|28.77\|165812;2026-05-11\|28.91\|-1.16\|29.49\|30.10\|28.90\|190538;2026-05-12\|28.91\|0.00\|29.78\|30.07\|28.70\|334557;2026-05-13\|30.50\|5.50\|28.67\|30.68\|28.11\|371901;2026-05-14\|29.39\|-3.64\|30.68\|31.08\|29.37\|298536;2026-05-15\|28.85\|-1.84\|29.51\|29.90\|27.80\|312142;2026-05-18\|30.92\|7.17\|29.30\|32.15\|29.01\|389185;2026-05-19\|31.33\|1.33\|30.88\|31.56\|30.12\|283211;2026-05-20\|32.77\|4.60\|33.61\|34.29\|31.56\|408362;2026-05-21\|29.81\|-9.03\|33.44\|33.70\|29.50\|451160;2026-05-22\|33.32\|11.77\|30.00\|34.03\|29.50\|514585;2026-05-25\|39.00\|17.05\|37.21\|39.98\|36.66\|883209;2026-05-26\|40.43\|3.67\|37.84\|40.50\|37.20\|639584;2026-05-27\|38.67\|-4.35\|40.65\|42.43\|37.92\|621100;2026-05-28\|37.79\|-2.28\|38.88\|39.50\|36.88\|413745;2026-05-29\|35.39\|-6.35\|37.79\|38.50\|34.94\|401846;2026-06-01\|35.20\|-0.54\|35.40\|37.39\|35.00\|282662;2026-06-02\|35.74\|1.53\|35.16\|36.18\|33.56\|295664;2026-06-03\|35.35\|-1.09\|35.56\|36.55\|34.10\|398028;2026-06-04\|35.93\|1.64\|34.91\|37.74\|34.56\|328769;2026-06-05\|33.83\|-5.84\|36.02\|36.31\|33.61\|314075;2026-06-08\|31.37\|-7.27\|32.18\|33.48\|30.90\|256277;2026-06-09\|37.64\|19.99\|33.00\|37.64\|32.47\|521853;2026-06-10\|35.71\|-5.13\|36.80\|38.33\|35.38\|432862;2026-06-11\|34.88\|-2.32\|35.79\|36.34\|34.22\|268063;2026-06-12\|33.65\|-3.53\|35.56\|36.11\|33.47\|279753;2026-06-15\|36.06\|7.16\|35.00\|36.30\|34.06\|328449;2026-06-16\|39.11\|8.46\|36.11\|39.26\|35.07\|482273;2026-06-17\|37.66\|-3.71\|38.03\|39.50\|37.26\|415461;2026-06-18\|37.05\|-1.62\|37.70\|37.88\|36.72\|315619;2026-06-22\|36.71\|-0.92\|37.08\|38.00\|35.34\|262428;2026-06-23\|33.70\|-8.20\|36.18\|36.18\|33.40\|294051;2026-06-24\|33.19\|-1.51\|33.20\|33.58\|32.39\|232444;2026-06-25\|32.70\|-1.48\|32.93\|33.44\|31.88\|250309;2026-06-26\|30.06\|-8.07\|32.12\|32.44\|29.99\|273129;2026-06-29\|28.62\|-4.79\|29.94\|30.36\|27.54\|299151;2026-06-30\|30.06\|5.03\|28.71\|30.76\|28.21\|226298;2026-07-01\|27.96\|-6.99\|29.80\|29.89\|27.83\|238636;2026-07-02\|26.90\|-3.79\|27.44\|28.79\|26.83\|226076;2026-07-03\|26.35\|-2.04\|26.92\|27.39\|26.32\|182882;2026-07-06\|27.22\|3.30\|26.68\|29.00\|26.50\|321563;2026-07-07\|26.06\|-4.26\|27.46\|28.08\|26.01\|191261;2026-07-08\|25.31\|-2.88\|26.24\|26.37\|24.81\|237490;2026-07-09\|26.99\|6.64\|26.00\|27.55\|24.92\|319595;2026-07-10\|27.37\|1.41\|26.88\|28.50\|26.53\|306174;2026-07-13\|25.87\|-5.48\|27.10\|27.10\|25.85\|53826
113541		数字能源代工+Robobus自动驾驶方案+年报增长 1、据2026年3月31日年报，公司越南智能工厂已建成投产多条专用产线，成功导入行业知名海外厂商多个型号不间断电源UPS产品并实现批量交付，数字能源产品生产加工业务稳步推进。 2、据2026年4月28日投资者关系活动记录表，公司Robobus自动驾驶产品主要适用于景区、城市道路、机场等固定接驳线路，今年将着力推动国内外标杆项目落地；据2026年4月16日投资者关系活动记录表，公司重点推动Robobus解决方案在日本、中国、新加坡、欧洲等地区的落地应用。 3、据2026年3月31日年报，公司2025年主营业务实现营收24.29亿元，同比增长23.06%；归母净利润3.83亿元，同比增长31.95%；境外营收占比达61.64%，海外市场持续拓展。	1、公司于近期成立了“数智装备产品事业部”，发展新一代算力中心配套产品相关业务； 2、商用车车联网龙头，全球车载视频监控市占率第二；公司已将自动驾驶确立为核心成长方向，AEBS、ADAS等产品已量产，并依托全球营销网络加速Robobus等L2+方案落地 3、公司多模态具身 VLM---SafeGPT认知大模型，与主动安全相比，风险感知能力提升30倍，高风险识别能力提升70%	2026-03-03\|75.41\|-5.67\|79.54\|81.38\|74.85\|64955;2026-03-04\|77.90\|3.30\|75.17\|78.88\|73.49\|72951;2026-03-05\|78.61\|0.91\|78.81\|80.99\|77.28\|77154;2026-03-06\|77.89\|-0.92\|79.63\|80.88\|77.71\|40036;2026-03-09\|75.22\|-3.43\|77.12\|77.69\|71.70\|70639;2026-03-10\|81.60\|8.48\|77.11\|82.74\|77.00\|95555;2026-03-11\|80.54\|-1.30\|82.50\|83.18\|80.00\|73423;2026-03-12\|75.90\|-5.76\|80.00\|80.49\|75.57\|60033;2026-03-13\|72.22\|-4.85\|75.00\|75.68\|72.00\|49140;2026-03-16\|71.06\|-1.61\|71.82\|72.04\|67.80\|63160;2026-03-17\|70.00\|-1.49\|71.11\|73.77\|69.34\|57069;2026-03-18\|71.04\|1.49\|70.27\|71.29\|69.50\|25840;2026-03-19\|68.57\|-3.48\|68.70\|70.00\|67.98\|26642;2026-03-20\|66.00\|-3.75\|68.99\|69.90\|64.60\|32707;2026-03-23\|61.14\|-7.36\|64.00\|65.40\|59.61\|76831;2026-03-24\|63.54\|3.93\|62.80\|64.45\|61.88\|45825;2026-03-25\|63.94\|0.63\|64.83\|65.84\|63.35\|36188;2026-03-26\|61.00\|-4.60\|63.95\|64.72\|60.51\|50326;2026-03-27\|65.01\|6.57\|59.79\|65.88\|59.79\|58972;2026-03-30\|66.21\|1.85\|64.11\|67.67\|63.87\|75478;2026-03-31\|62.72\|-5.27\|66.06\|66.06\|61.96\|72375;2026-04-01\|64.68\|3.12\|64.67\|66.88\|63.60\|56556;2026-04-02\|63.53\|-1.78\|64.58\|65.33\|62.95\|34953;2026-04-03\|62.52\|-1.59\|64.77\|66.00\|62.25\|33382;2026-04-07\|61.80\|-1.15\|62.01\|63.08\|61.30\|24438;2026-04-08\|66.09\|6.94\|63.60\|66.30\|63.60\|50163;2026-04-09\|65.71\|-0.57\|67.20\|67.77\|64.89\|62770;2026-04-10\|66.83\|1.70\|65.91\|68.66\|65.91\|64897;2026-04-13\|61.72\|-7.65\|66.11\|66.73\|61.41\|121940;2026-04-14\|59.00\|-4.41\|62.00\|62.38\|58.60\|121046;2026-04-15\|58.80\|-0.34\|59.00\|61.30\|58.60\|75898;2026-04-16\|59.99\|2.02\|59.26\|61.09\|59.00\|79784;2026-04-17\|60.28\|0.48\|59.53\|60.83\|58.63\|63795;2026-04-20\|62.15\|3.10\|60.33\|63.40\|59.80\|92539;2026-04-21\|63.98\|2.94\|62.17\|64.66\|61.85\|87126;2026-04-22\|65.20\|1.91\|64.61\|65.99\|63.02\|84664;2026-04-23\|63.22\|-3.04\|65.43\|65.50\|62.50\|69908;2026-04-24\|64.13\|1.44\|63.01\|65.63\|63.00\|64300;2026-04-27\|68.81\|7.30\|64.20\|70.54\|64.20\|152958;2026-04-28\|72.75\|5.73\|70.75\|75.60\|68.00\|212154;2026-04-29\|72.15\|0.00\|72.48\|74.50\|71.71\|117026;2026-04-30\|69.78\|-3.28\|71.19\|71.91\|69.52\|90723;2026-05-06\|70.53\|1.07\|70.00\|72.31\|66.10\|131269;2026-05-07\|75.57\|7.15\|70.54\|76.69\|70.13\|111482;2026-05-08\|75.83\|0.34\|74.39\|77.00\|73.17\|81458;2026-05-11\|75.45\|-0.50\|76.20\|77.91\|73.50\|92827;2026-05-12\|74.41\|-1.38\|74.98\|76.38\|73.38\|69453;2026-05-13\|79.15\|6.37\|74.06\|80.30\|72.86\|94129;2026-05-14\|75.12\|-5.09\|78.88\|79.99\|75.00\|65359;2026-05-15\|73.52\|-2.13\|75.14\|76.20\|72.62\|62792;2026-05-18\|72.88\|-0.87\|73.02\|73.69\|72.02\|53889;2026-05-19\|72.89\|0.01\|72.61\|73.75\|70.68\|43677;2026-05-20\|73.10\|0.29\|72.90\|73.74\|70.91\|51064;2026-05-21\|71.21\|-2.59\|73.50\|76.76\|70.90\|82831;2026-05-22\|72.45\|1.74\|72.00\|73.47\|70.35\|57672;2026-05-25\|70.72\|-2.39\|73.05\|74.00\|69.60\|73401;2026-05-26\|67.25\|-4.91\|70.50\|70.50\|66.37\|80786;2026-05-27\|66.60\|-0.97\|68.70\|69.44\|66.19\|64424;2026-05-28\|67.43\|1.25\|66.01\|67.58\|64.70\|57242;2026-05-29\|63.30\|-6.12\|67.06\|67.50\|62.32\|57381;2026-06-01\|62.85\|-0.71\|63.50\|64.80\|62.42\|44230;2026-06-02\|63.20\|0.56\|62.85\|65.90\|61.73\|45780;2026-06-03\|62.88\|-0.51\|62.90\|66.00\|61.86\|65211;2026-06-04\|63.73\|1.35\|62.64\|64.98\|62.55\|45475;2026-06-05\|62.52\|-1.90\|63.80\|65.80\|61.92\|48661;2026-06-08\|60.75\|-2.83\|61.00\|62.15\|58.68\|51232;2026-06-09\|66.83\|10.01\|62.00\|66.83\|60.20\|78828;2026-06-10\|65.81\|-1.53\|67.90\|70.00\|65.02\|90968;2026-06-11\|63.92\|-2.87\|65.48\|65.93\|63.13\|47678;2026-06-12\|62.00\|-3.00\|65.50\|66.38\|62.00\|49427;2026-06-15\|66.28\|6.90\|62.88\|66.44\|62.85\|63511;2026-06-16\|67.49\|1.83\|66.28\|69.58\|65.50\|69659;2026-06-17\|68.32\|1.23\|66.99\|68.50\|66.58\|45330;2026-06-18\|66.45\|-2.74\|68.81\|68.88\|65.78\|54064;2026-06-22\|64.20\|-3.39\|67.11\|67.11\|62.46\|60832;2026-06-23\|63.38\|-1.28\|63.37\|65.88\|62.83\|43424;2026-06-24\|62.33\|-1.66\|63.10\|63.85\|60.10\|51886;2026-06-25\|60.06\|-3.64\|62.36\|63.20\|59.70\|43106;2026-06-26\|55.17\|-8.14\|60.12\|60.49\|55.00\|64129;2026-06-29\|53.29\|-3.41\|55.39\|56.70\|53.07\|45469;2026-06-30\|53.43\|0.26\|53.51\|55.64\|53.00\|52771;2026-07-01\|56.54\|5.82\|53.70\|58.04\|53.16\|67758;2026-07-02\|53.71\|-5.01\|56.40\|56.41\|53.30\|47053;2026-07-03\|54.25\|1.01\|53.72\|55.88\|53.72\|31019;2026-07-06\|53.20\|-1.94\|54.00\|54.17\|51.92\|33356;2026-07-07\|53.76\|1.05\|53.20\|54.64\|52.52\|33914;2026-07-08\|51.08\|-4.99\|53.90\|56.56\|51.01\|37260;2026-07-09\|53.51\|4.76\|51.09\|54.15\|50.85\|42585;2026-07-10\|58.86\|10.00\|54.00\|58.86\|53.60\|71324;2026-07-13\|57.89\|-1.65\|61.98\|61.98\|57.88\|20922
113540		AI服务器电源+机器人电源+股权激励行业原因： 1、据招商证券6月10日研报，苹果WWDC大会实现AI系统全面升级，Siri向系统级端侧AI Agent演进，初步实现跨应用操作，驱动苹果软硬件创新预期升温。 2、据界面新闻，当地时间6月14日，知名苹果产业链记者马克・古尔曼指出，苹果下一代操作系统iOS 27与macOS 27的开发者测试版中，涌现大量底层代码、交互逻辑与适配接口线索，这意味着折叠屏iPhone和触屏MacBook即将到来。公司原因： 1、据2026年5月14日投资者关系活动记录表，公司定位为AI全场景能源解决方案提供商，已布局600kW Power Rack及800V电源砖，具备从网侧到芯片侧的全链路电压布局能力，服务器电源覆盖550W-8000W，客户涵盖服务器制造商、ODM及互联网行业巨头。 2、据2026年5月14日投资者关系活动记录表，公司已与国内头部机器人厂商合作，提供高性能电源管理系统和补能模块，单机电源价值量较传统手机适配器实现数量级提升，并可为机器人客户提供涵盖“能源充电、存储、用电”的系统级解决方案。 3、据2026年6月10日公告，公司发布2026年股票期权激励计划，设定2027年至2029年高功率AI电源产品及Power Shelf累计营收超2亿元等考核目标，并明确大于1MW整体方案落地等远期要求。	公司服务器电源功率550W-8000W，已批量交付AI服务器、数据中心及海外客户，单机柜供电突破30kW	2026-03-03\|44.61\|-4.35\|46.68\|47.13\|44.47\|40845;2026-03-04\|45.00\|0.87\|44.32\|45.30\|43.83\|45654;2026-03-05\|45.38\|0.84\|45.70\|46.54\|44.93\|33699;2026-03-06\|48.12\|6.04\|45.20\|48.68\|45.00\|64143;2026-03-09\|45.53\|-5.38\|47.00\|47.39\|43.50\|91583;2026-03-10\|50.08\|9.99\|46.41\|50.08\|46.10\|85877;2026-03-11\|50.53\|0.90\|50.43\|51.70\|49.80\|135083;2026-03-12\|49.62\|-1.80\|50.85\|50.90\|49.13\|79136;2026-03-13\|47.69\|-3.89\|49.50\|49.55\|47.51\|49924;2026-03-16\|49.43\|3.65\|47.79\|49.72\|46.81\|73306;2026-03-17\|47.76\|-3.38\|49.38\|49.40\|47.33\|48520;2026-03-18\|51.29\|7.39\|48.07\|52.28\|47.77\|107316;2026-03-19\|49.40\|-3.68\|50.37\|51.38\|49.00\|77536;2026-03-20\|48.42\|-1.98\|49.75\|50.60\|48.32\|71086;2026-03-23\|44.85\|-7.37\|47.06\|47.72\|44.40\|72129;2026-03-24\|48.44\|8.00\|45.68\|48.66\|45.41\|89136;2026-03-25\|49.20\|1.57\|49.25\|49.30\|48.31\|46850;2026-03-26\|48.52\|-1.38\|49.30\|50.39\|48.36\|52596;2026-03-27\|47.57\|-1.96\|47.93\|48.50\|47.34\|39543;2026-03-30\|46.60\|-2.04\|46.55\|47.05\|45.70\|40240;2026-03-31\|45.80\|-1.72\|46.45\|48.79\|45.66\|56471;2026-04-01\|47.30\|3.28\|47.00\|47.53\|46.26\|49027;2026-04-02\|45.29\|-4.25\|47.15\|47.15\|44.90\|48214;2026-04-03\|43.61\|-3.71\|45.54\|45.78\|43.52\|40149;2026-04-07\|44.83\|2.80\|43.84\|45.38\|43.84\|36203;2026-04-08\|48.50\|8.19\|46.25\|48.58\|46.01\|75047;2026-04-09\|50.51\|4.14\|48.00\|50.85\|47.80\|90258;2026-04-10\|51.46\|1.88\|50.85\|52.50\|50.55\|65037;2026-04-13\|52.46\|1.94\|50.93\|53.20\|50.56\|57071;2026-04-14\|53.22\|1.45\|52.80\|54.00\|52.26\|64081;2026-04-15\|52.08\|-2.14\|53.20\|53.78\|52.01\|47726;2026-04-16\|52.50\|0.81\|52.19\|52.84\|51.79\|54546;2026-04-17\|53.10\|1.14\|52.68\|53.88\|52.38\|34711;2026-04-20\|54.67\|2.96\|53.19\|56.00\|52.82\|84428;2026-04-21\|49.20\|-10.01\|49.20\|49.59\|49.20\|33950;2026-04-22\|47.77\|-2.91\|46.71\|48.22\|45.00\|216039;2026-04-23\|48.04\|0.57\|47.56\|49.29\|46.68\|103279;2026-04-24\|46.95\|-2.27\|47.90\|48.44\|46.66\|54914;2026-04-27\|45.88\|-2.28\|46.90\|47.37\|45.55\|61291;2026-04-28\|46.25\|0.81\|45.66\|47.55\|44.76\|74697;2026-04-29\|48.00\|3.78\|45.99\|49.29\|45.85\|83136;2026-04-30\|47.49\|-1.06\|47.90\|48.20\|46.89\|39892;2026-05-06\|50.94\|7.26\|47.95\|51.66\|47.60\|102509;2026-05-07\|52.43\|2.92\|51.42\|53.46\|51.00\|68921;2026-05-08\|51.68\|-1.43\|51.99\|52.00\|50.64\|53232;2026-05-11\|52.70\|1.97\|52.51\|52.75\|51.10\|64905;2026-05-12\|53.30\|1.14\|52.44\|54.38\|51.89\|71239;2026-05-13\|58.63\|10.00\|53.50\|58.63\|53.00\|77707;2026-05-14\|58.70\|0.12\|59.22\|63.47\|58.68\|183886;2026-05-15\|59.10\|0.68\|61.15\|61.80\|58.00\|100902;2026-05-18\|59.18\|0.14\|59.09\|61.50\|58.05\|103794;2026-05-19\|57.78\|-2.37\|59.25\|60.47\|56.62\|83608;2026-05-20\|61.68\|6.75\|57.32\|63.38\|57.32\|116209;2026-05-21\|62.02\|0.55\|62.08\|66.22\|61.51\|119239;2026-05-22\|68.22\|10.00\|62.57\|68.22\|62.57\|111472;2026-05-25\|69.00\|1.14\|72.25\|73.18\|68.58\|137902;2026-05-26\|66.89\|-3.06\|68.99\|69.01\|65.77\|83838;2026-05-27\|67.00\|0.16\|66.92\|69.90\|66.68\|100536;2026-05-28\|68.28\|2.82\|66.28\|68.62\|64.30\|90823;2026-05-29\|64.74\|-5.18\|66.92\|67.39\|64.20\|90869;2026-06-01\|60.02\|-7.29\|63.96\|65.49\|59.88\|96420;2026-06-02\|62.00\|3.30\|60.00\|63.18\|58.11\|94004;2026-06-03\|61.01\|-1.60\|62.00\|63.13\|60.12\|78900;2026-06-04\|62.73\|2.82\|60.48\|62.96\|59.78\|69927;2026-06-05\|65.37\|4.21\|64.02\|68.18\|62.75\|129762;2026-06-08\|59.50\|-8.98\|60.40\|62.93\|58.84\|109692;2026-06-09\|65.45\|10.00\|60.82\|65.45\|60.40\|77083;2026-06-10\|67.11\|2.54\|65.58\|70.50\|65.00\|138545;2026-06-11\|64.82\|-3.41\|66.12\|67.70\|64.66\|88648;2026-06-12\|64.47\|-0.54\|65.16\|68.18\|63.89\|81487;2026-06-15\|65.23\|1.18\|64.79\|67.10\|64.51\|77594;2026-06-16\|71.75\|10.00\|65.08\|71.75\|64.63\|133766;2026-06-17\|72.60\|1.18\|70.50\|73.38\|70.19\|113206;2026-06-18\|68.47\|-5.69\|72.39\|73.70\|68.19\|117529;2026-06-22\|64.50\|-5.80\|68.50\|70.58\|61.62\|187881;2026-06-23\|62.65\|-2.87\|63.78\|65.49\|61.45\|92346;2026-06-24\|63.40\|1.20\|62.37\|63.66\|60.40\|85784;2026-06-25\|68.15\|7.49\|64.50\|69.70\|64.08\|156298;2026-06-26\|67.39\|-1.12\|67.00\|69.09\|64.74\|107169;2026-06-29\|67.81\|0.62\|70.65\|72.59\|64.01\|138625;2026-06-30\|71.61\|5.60\|69.17\|73.00\|67.00\|114167;2026-07-01\|67.07\|-6.34\|72.39\|75.66\|66.30\|128739;2026-07-02\|63.94\|-4.67\|65.69\|68.22\|63.00\|108511;2026-07-03\|65.82\|2.94\|63.44\|69.28\|62.12\|127139;2026-07-06\|67.82\|3.04\|66.31\|69.49\|65.25\|124401;2026-07-07\|61.79\|-8.89\|66.60\|66.60\|61.50\|156233;2026-07-08\|60.06\|-2.80\|61.79\|62.79\|58.40\|73753;2026-07-09\|60.51\|0.75\|61.10\|62.30\|55.95\|100722;2026-07-10\|55.79\|-7.80\|60.00\|61.11\|55.35\|99424;2026-07-13\|52.98\|-5.04\|55.04\|55.96\|52.86\|15148
113539		算力租赁+腾讯合作+酒类销售行业原因：近日OpenClaw爆火催生算力需求。阿里云3月4日公告，因阿里云Coding Plan订阅太火爆，模型API调用量暴涨，开启限量供应。MiniMax3月2日公告，M2模型token用量在2026年2月相较2025年12月增长至6倍，其中来自Coding Plan的token消耗量增长超过10倍。公司原因： 1、据2025年5月19日公告，孙公司杭州图灵引擎与腾讯签订1.134亿元算力服务协议，合同期18个月，标志公司智算服务能力获头部客户认可。 2、据2025年4月11日互动易，公司智算资源池规模不低于48PFlops FP32，显存56TB，具备稀缺合规高性能算力。 3、据2025年4月29日年报，公司2024年积极拓展酒类销售品种与渠道，掌握采购与销售核心客户。	公司孙公司图灵引擎科技与腾讯签订了《算力服务协议》，拟向腾讯提供集群算力服务；一季度业绩同比减亏	2026-03-03\|6.93\|-8.58\|7.50\|7.66\|6.90\|650160;2026-03-04\|6.93\|0.00\|6.77\|7.03\|6.70\|343866;2026-03-05\|7.09\|2.31\|7.07\|7.19\|6.91\|358301;2026-03-06\|7.29\|2.82\|7.00\|7.55\|6.97\|475363;2026-03-09\|8.02\|10.01\|7.23\|8.02\|7.17\|978454;2026-03-10\|8.82\|9.98\|8.20\|8.82\|7.99\|1698664;2026-03-11\|8.51\|-3.51\|9.30\|9.59\|8.45\|2188203;2026-03-12\|8.45\|-0.71\|8.71\|8.82\|8.36\|1331564;2026-03-13\|7.91\|-6.39\|8.36\|8.46\|7.85\|995242;2026-03-16\|8.09\|2.28\|7.91\|8.45\|7.64\|979961;2026-03-17\|8.53\|5.44\|8.20\|8.89\|7.95\|1577624;2026-03-18\|8.70\|1.99\|8.67\|8.85\|8.51\|1258894;2026-03-19\|8.53\|-1.95\|8.55\|8.85\|8.38\|968385;2026-03-20\|8.00\|-6.21\|8.58\|8.69\|7.99\|834089;2026-03-23\|8.44\|5.50\|7.87\|8.80\|7.78\|1514964;2026-03-24\|8.60\|1.90\|8.68\|8.78\|8.39\|1208560;2026-03-25\|8.80\|2.33\|8.58\|9.02\|8.58\|1063272;2026-03-26\|8.74\|-0.68\|8.71\|9.28\|8.62\|1295433;2026-03-27\|8.90\|1.83\|8.45\|9.29\|8.41\|1175042;2026-03-30\|8.88\|-0.22\|8.66\|8.88\|8.30\|936568;2026-03-31\|8.36\|-5.86\|8.72\|8.80\|8.29\|847356;2026-04-01\|8.83\|5.62\|8.55\|9.20\|8.46\|1249693;2026-04-02\|8.03\|-9.06\|8.57\|8.74\|8.01\|1006595;2026-04-03\|7.40\|-7.85\|8.19\|8.33\|7.34\|835903;2026-04-07\|7.58\|2.43\|7.41\|7.82\|7.22\|603785;2026-04-08\|8.08\|6.60\|7.77\|8.19\|7.71\|684608;2026-04-09\|7.71\|-4.58\|8.01\|8.33\|7.61\|744570;2026-04-10\|7.24\|-6.10\|7.86\|7.88\|7.21\|935968;2026-04-13\|7.34\|1.38\|7.03\|7.43\|6.94\|552940;2026-04-14\|7.23\|-1.50\|7.41\|7.69\|7.11\|614330;2026-04-15\|6.51\|-9.96\|7.05\|7.17\|6.51\|1057265;2026-04-16\|6.85\|5.22\|6.52\|6.95\|6.49\|943189;2026-04-17\|6.54\|-4.53\|6.74\|6.81\|6.48\|615416;2026-04-20\|6.49\|-0.76\|6.51\|6.58\|6.43\|409102;2026-04-21\|6.34\|-2.31\|6.45\|6.45\|6.26\|377604;2026-04-22\|6.26\|-1.26\|6.33\|6.33\|6.13\|396367;2026-04-23\|6.35\|1.44\|6.27\|6.39\|6.20\|437413;2026-04-24\|6.17\|-2.83\|6.26\|6.28\|6.07\|395969;2026-04-27\|6.18\|0.16\|6.14\|6.21\|6.02\|293131;2026-04-28\|6.80\|10.03\|6.39\|6.80\|6.33\|898197;2026-04-29\|6.85\|0.74\|6.63\|6.99\|6.60\|1042400;2026-04-30\|6.81\|-0.58\|6.84\|6.92\|6.66\|632777;2026-05-06\|7.01\|2.94\|6.92\|7.06\|6.86\|630199;2026-05-07\|7.47\|6.56\|7.02\|7.62\|6.95\|1139201;2026-05-08\|7.14\|-4.42\|7.29\|7.29\|7.12\|768193;2026-05-11\|7.04\|-1.40\|7.16\|7.23\|6.97\|532452;2026-05-12\|7.08\|0.57\|7.04\|7.12\|6.87\|573111;2026-05-13\|7.42\|4.80\|7.02\|7.54\|6.97\|922564;2026-05-14\|7.51\|1.21\|8.16\|8.16\|7.50\|1499818;2026-05-15\|7.37\|-1.86\|7.21\|7.80\|7.21\|1074094;2026-05-18\|7.05\|-4.34\|7.22\|7.50\|6.91\|728165;2026-05-19\|6.98\|-0.99\|6.99\|7.19\|6.81\|505940;2026-05-20\|6.62\|-5.16\|6.96\|7.11\|6.53\|596444;2026-05-21\|6.18\|-6.65\|6.65\|6.69\|6.15\|600734;2026-05-22\|6.35\|2.75\|6.23\|6.40\|6.09\|417309;2026-05-25\|6.16\|-2.99\|6.34\|6.41\|6.08\|375251;2026-05-26\|5.85\|-5.03\|6.10\|6.10\|5.75\|415725;2026-05-27\|5.69\|-2.73\|5.87\|5.87\|5.63\|282110;2026-05-28\|5.88\|3.34\|5.71\|6.05\|5.71\|428646;2026-05-29\|5.55\|-5.61\|5.85\|5.88\|5.50\|348022;2026-06-01\|5.66\|1.98\|5.51\|5.75\|5.41\|265687;2026-06-02\|6.23\|10.07\|5.67\|6.23\|5.44\|830579;2026-06-03\|5.93\|-4.82\|6.14\|6.28\|5.92\|856120;2026-06-04\|5.92\|-0.17\|5.84\|6.14\|5.71\|672300;2026-06-05\|5.83\|-1.52\|5.95\|6.00\|5.76\|419015;2026-06-08\|5.61\|-3.77\|5.55\|5.82\|5.51\|308924;2026-06-09\|6.17\|9.98\|5.72\|6.17\|5.64\|628880;2026-06-10\|6.18\|0.16\|6.02\|6.57\|6.02\|995815;2026-06-11\|5.92\|-4.21\|6.13\|6.15\|5.86\|522435;2026-06-12\|5.97\|0.84\|6.09\|6.09\|5.77\|418343;2026-06-15\|6.17\|3.35\|5.98\|6.19\|5.97\|462152;2026-06-16\|5.96\|-3.40\|6.10\|6.10\|5.85\|426311;2026-06-17\|6.09\|2.18\|5.90\|6.15\|5.73\|632795;2026-06-18\|5.90\|-3.12\|5.97\|6.06\|5.87\|363625;2026-06-22\|5.90\|0.00\|5.82\|5.97\|5.82\|265403;2026-06-23\|6.00\|1.69\|5.86\|6.23\|5.82\|476847;2026-06-24\|6.18\|3.00\|5.96\|6.23\|5.67\|672711;2026-06-25\|6.02\|-2.59\|6.18\|6.41\|6.01\|540038;2026-06-26\|5.83\|-3.16\|5.96\|6.07\|5.72\|380277;2026-06-29\|5.64\|-3.26\|5.76\|5.83\|5.61\|294930;2026-06-30\|5.72\|1.42\|5.61\|5.77\|5.42\|310063;2026-07-01\|5.80\|1.40\|5.67\|6.08\|5.58\|394908;2026-07-02\|5.76\|-0.69\|5.85\|5.98\|5.73\|350927;2026-07-03\|5.60\|-2.78\|5.70\|5.78\|5.58\|246507;2026-07-06\|5.04\|-10.00\|5.60\|5.60\|5.04\|458135;2026-07-07\|4.64\|-7.94\|4.95\|4.97\|4.60\|449525;2026-07-08\|4.68\|0.86\|4.64\|4.70\|4.50\|251587;2026-07-09\|4.68\|0.00\|4.74\|4.85\|4.63\|270867;2026-07-10\|4.87\|4.06\|4.64\|5.02\|4.56\|449419;2026-07-13\|4.79\|-1.64\|4.86\|4.92\|4.78\|42026
113538		腾讯概念+数据标注+自动驾驶+具身智能行业原因：据上证报，国家数据局近日印发《关于推进行业高质量数据集建设行动的实施方案》，从国家层面首次对数据赋能人工智能发展作出系统性部署，圈定强基扩容、标注攻坚等六项专项行动。公司原因： 1、据2026年5月11日投资者关系活动记录表及互动易，公司业务上主攻高附加值的数据标注、数据服务等赛道，扩大在自动驾驶、AI大模型、具身智能等前沿应用领域的服务占比；公司已与多个车企建立直接业务合作，覆盖自动驾驶标注全类别，同时正在交付部分具身智能EGO数据采集与标注业务。 2、据2025年年度报告，公司商务流程服务中数据标注业务已成为核心增长方向，面向人工智能产业发展需求，提供高精度、多模态数据标注服务，覆盖文本、图片、音频、视频等形态，支持自动驾驶、AI大模型训练等前沿领域应用。 3、据2025年年度报告，公司依托自主研发的“大中台+小应用”技术体系，为大型企业客户提供用户增值和拓展服务，与中国移动、腾讯、中国平安等头部企业建立了长期稳定的合作关系，主业聚焦车主信息服务、生活信息服务、商务流程服务三大板块。	公司作为腾讯云服务商，主要为企业组织及个人开发者提供基于腾讯云的云计算、大数据、人工智能等技术产品与相关服务	2026-03-03\|32.03\|-4.70\|33.51\|33.84\|31.95\|51360;2026-03-04\|31.82\|-0.66\|31.71\|32.33\|31.60\|30082;2026-03-05\|32.00\|0.57\|32.43\|32.50\|31.92\|30523;2026-03-06\|32.85\|2.66\|31.83\|32.96\|31.73\|29420;2026-03-09\|35.60\|8.37\|33.81\|35.76\|33.68\|126858;2026-03-10\|36.71\|3.12\|35.55\|38.00\|35.18\|165053;2026-03-11\|37.39\|1.85\|36.74\|38.25\|36.74\|152888;2026-03-12\|36.04\|-3.61\|37.32\|38.18\|35.95\|104182;2026-03-13\|34.22\|-5.05\|35.81\|36.02\|34.17\|66127;2026-03-16\|34.82\|1.75\|34.33\|35.00\|33.98\|44091;2026-03-17\|33.16\|-4.77\|34.82\|34.98\|33.11\|44346;2026-03-18\|39.79\|19.99\|34.01\|39.79\|34.01\|198140;2026-03-19\|38.42\|-3.44\|39.52\|40.28\|38.20\|179289;2026-03-20\|36.70\|-4.48\|38.22\|38.86\|36.70\|113090;2026-03-23\|35.08\|-4.41\|36.15\|36.67\|34.90\|96022;2026-03-24\|37.27\|6.24\|36.45\|37.89\|35.01\|140121;2026-03-25\|37.52\|0.67\|37.30\|38.28\|37.16\|131023;2026-03-26\|36.82\|-1.87\|37.41\|38.56\|36.72\|94951;2026-03-27\|36.49\|-0.90\|36.71\|37.95\|36.35\|87582;2026-03-30\|36.10\|-1.07\|35.27\|36.18\|34.01\|87307;2026-03-31\|34.69\|-3.91\|35.74\|35.85\|34.65\|62930;2026-04-01\|35.82\|3.26\|35.36\|36.60\|35.15\|82390;2026-04-02\|33.41\|-6.73\|35.47\|35.50\|33.07\|83784;2026-04-03\|32.24\|-3.50\|33.79\|34.00\|32.22\|55848;2026-04-07\|32.13\|-0.34\|32.28\|32.63\|31.38\|47978;2026-04-08\|34.86\|8.50\|33.14\|35.05\|33.06\|91619;2026-04-09\|33.88\|-2.81\|34.38\|34.91\|33.42\|61689;2026-04-10\|33.78\|-0.30\|34.25\|34.66\|33.70\|61485;2026-04-13\|34.03\|0.74\|33.30\|34.43\|33.23\|47568;2026-04-14\|34.38\|1.03\|35.00\|35.00\|33.98\|43723;2026-04-15\|33.73\|-1.89\|34.48\|34.55\|33.63\|38201;2026-04-16\|35.71\|5.87\|33.93\|35.80\|33.77\|85667;2026-04-17\|34.73\|-2.74\|35.54\|35.61\|34.55\|53258;2026-04-20\|34.65\|-0.23\|34.48\|34.87\|34.26\|44269;2026-04-21\|33.97\|-1.96\|34.53\|34.97\|33.74\|45125;2026-04-22\|34.00\|0.09\|33.81\|34.25\|33.55\|38771;2026-04-23\|33.33\|-1.97\|33.79\|34.23\|33.02\|39258;2026-04-24\|31.96\|-4.11\|32.88\|33.19\|31.32\|57038;2026-04-27\|32.00\|0.13\|31.80\|32.09\|30.81\|41020;2026-04-28\|32.91\|2.84\|33.46\|34.37\|32.71\|77530;2026-04-29\|32.95\|0.12\|32.60\|33.60\|32.56\|42495;2026-04-30\|32.95\|0.00\|33.13\|33.29\|32.70\|28833;2026-05-06\|33.98\|3.13\|33.25\|34.80\|33.25\|56399;2026-05-07\|35.61\|4.80\|33.95\|35.71\|33.71\|77013;2026-05-08\|35.69\|0.22\|36.02\|36.50\|35.30\|71353;2026-05-11\|36.06\|1.04\|35.92\|36.30\|35.48\|54276;2026-05-12\|35.10\|-2.66\|35.87\|36.23\|34.99\|43424;2026-05-13\|36.30\|3.42\|34.90\|36.85\|34.80\|59385;2026-05-14\|34.91\|-3.83\|36.74\|37.04\|34.91\|41667;2026-05-15\|35.00\|0.26\|35.22\|35.99\|34.80\|35274;2026-05-18\|35.63\|1.80\|34.88\|35.78\|34.88\|34410;2026-05-19\|36.61\|2.75\|35.41\|37.00\|35.02\|49555;2026-05-20\|35.62\|-2.70\|36.14\|36.51\|35.57\|36978;2026-05-21\|33.28\|-6.57\|35.81\|36.00\|33.16\|49295;2026-05-22\|34.70\|4.27\|33.78\|35.14\|33.40\|41479;2026-05-25\|34.44\|-0.75\|34.85\|35.28\|33.92\|35405;2026-05-26\|32.91\|-4.44\|34.14\|34.42\|32.37\|38718;2026-05-27\|31.89\|-3.10\|32.92\|33.16\|31.82\|29657;2026-05-28\|32.30\|1.29\|32.02\|32.44\|30.86\|35036;2026-05-29\|30.50\|-5.57\|32.27\|32.47\|30.35\|33212;2026-06-01\|31.58\|3.54\|30.89\|32.57\|30.75\|31098;2026-06-02\|36.74\|16.34\|31.72\|37.80\|31.01\|163606;2026-06-03\|37.21\|1.28\|35.11\|37.95\|35.01\|165674;2026-06-04\|36.35\|-2.31\|36.79\|37.92\|36.00\|89900;2026-06-05\|35.57\|-2.15\|36.43\|36.60\|35.53\|67347;2026-06-08\|33.39\|-6.13\|34.01\|34.96\|32.79\|68662;2026-06-09\|40.07\|20.01\|35.51\|40.07\|34.66\|124248;2026-06-10\|38.33\|-4.34\|38.40\|39.37\|38.06\|167289;2026-06-11\|37.30\|-2.69\|38.70\|39.11\|36.67\|101431;2026-06-12\|38.15\|2.28\|37.91\|38.88\|37.52\|120252;2026-06-15\|38.96\|2.12\|37.61\|39.65\|37.60\|145084;2026-06-16\|38.37\|-1.51\|38.26\|38.45\|37.20\|92738;2026-06-17\|38.19\|-0.47\|37.80\|38.37\|36.41\|106563;2026-06-18\|37.85\|-0.89\|37.20\|38.25\|37.01\|73132;2026-06-22\|39.35\|3.96\|37.98\|40.28\|37.15\|136710;2026-06-23\|40.01\|1.68\|38.70\|40.57\|38.30\|139529;2026-06-24\|39.57\|-1.10\|39.03\|40.24\|37.10\|129909;2026-06-25\|37.38\|-5.53\|38.70\|40.13\|37.08\|103808;2026-06-26\|36.34\|-2.78\|36.97\|37.92\|36.23\|73690;2026-06-29\|34.34\|-5.50\|36.35\|36.69\|34.01\|74158;2026-06-30\|34.57\|0.67\|34.10\|35.13\|33.32\|55602;2026-07-01\|34.94\|1.07\|34.30\|35.26\|33.50\|72596;2026-07-02\|33.28\|-4.75\|34.60\|35.48\|33.13\|70004;2026-07-03\|33.35\|0.21\|33.13\|33.78\|32.63\|46779;2026-07-06\|31.74\|-4.83\|33.21\|33.40\|31.66\|48046;2026-07-07\|32.16\|1.32\|31.98\|32.85\|31.42\|43053;2026-07-08\|31.68\|-1.49\|31.73\|32.45\|31.20\|42124;2026-07-09\|30.95\|-2.30\|31.30\|31.85\|29.76\|54639;2026-07-10\|31.28\|1.07\|30.58\|32.18\|30.16\|49961;2026-07-13\|30.65\|-2.01\|30.89\|31.45\|30.65\|5813
113537		液冷算力+高压快充+多媒体视讯行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月18日互动易，公司致力于布局“算力+冷力”的AIDC技术及应用全面生态，两相液冷技术已在项目中得以应用，签约用户包括马栏山智算、广西北投、甘肃福彩、南昌电信、南通智算等，其中部分项目已交付验收。 2、据2025年年度报告，公司新能源充电桩业务积极完善产品线，一体式直流桩功率涵盖60KW到800KW，群控产品功率涵盖240KW到1280KW，并深耕重卡充电市场，推出兆瓦级群充设备实现超快速补能。 3、据2025年年度报告，公司主营多媒体视讯综合解决方案，致力于成为以制冷为核心的AIDC全面解决方案提供商，深度联动北京航空航天大学团队，将泵驱两相冷板液冷技术实现民用化落地，为客户提供智算中心制冷全生命周期解决方案。	公司数据中心业务主要为用户提供数据中心基础环境建设、基础设施建设等系统建设服务，与航源光热、广电五舟联合研发了两相液冷高效散热服务器等	2026-03-03\|15.28\|-3.29\|15.83\|16.14\|15.27\|69890;2026-03-04\|15.40\|0.79\|15.03\|15.85\|15.01\|77569;2026-03-05\|15.63\|1.49\|15.78\|16.38\|15.59\|109481;2026-03-06\|16.12\|3.13\|15.50\|16.15\|15.50\|98430;2026-03-09\|16.27\|0.93\|15.88\|16.30\|15.85\|80919;2026-03-10\|16.44\|1.04\|16.36\|16.52\|16.23\|91165;2026-03-11\|16.27\|-1.03\|16.44\|16.50\|16.21\|62277;2026-03-12\|15.94\|-2.03\|16.27\|16.35\|15.87\|53018;2026-03-13\|15.12\|-5.14\|15.81\|15.87\|15.02\|133241;2026-03-16\|15.60\|3.17\|15.05\|15.62\|14.95\|86834;2026-03-17\|15.50\|-0.64\|15.63\|15.89\|15.37\|66179;2026-03-18\|16.46\|6.19\|15.50\|16.49\|15.50\|172576;2026-03-19\|16.42\|-0.24\|16.35\|16.70\|16.28\|134563;2026-03-20\|15.53\|-5.42\|16.49\|16.55\|15.51\|107930;2026-03-23\|13.99\|-9.92\|15.35\|15.50\|13.98\|177743;2026-03-24\|15.39\|10.01\|14.39\|15.39\|13.72\|134819;2026-03-25\|16.93\|10.01\|15.52\|16.93\|15.47\|229930;2026-03-26\|16.59\|-2.01\|17.15\|17.41\|16.44\|391810;2026-03-27\|16.55\|-0.24\|16.51\|17.01\|16.34\|248997;2026-03-30\|16.85\|1.81\|16.38\|17.08\|16.23\|257961;2026-03-31\|17.13\|1.66\|16.63\|17.22\|16.43\|283315;2026-04-01\|16.78\|-2.04\|17.45\|17.50\|16.52\|237676;2026-04-02\|16.47\|-1.85\|17.06\|17.20\|16.25\|170982;2026-04-03\|15.91\|-3.40\|16.53\|16.70\|15.74\|172744;2026-04-07\|16.30\|2.45\|15.87\|16.59\|15.78\|138500;2026-04-08\|16.84\|3.31\|16.43\|16.95\|16.43\|174940;2026-04-09\|16.53\|-1.84\|16.47\|16.74\|16.13\|154950;2026-04-10\|16.18\|-2.12\|16.64\|16.75\|16.16\|142427;2026-04-13\|16.82\|3.96\|16.11\|17.67\|16.03\|241429;2026-04-14\|17.01\|1.13\|17.16\|17.49\|16.82\|228082;2026-04-15\|16.70\|-1.82\|17.02\|17.05\|16.56\|143359;2026-04-16\|18.37\|10.00\|16.90\|18.37\|16.90\|219735;2026-04-17\|18.52\|0.82\|20.21\|20.21\|18.50\|770433;2026-04-20\|18.35\|-0.92\|18.78\|19.15\|17.84\|543889;2026-04-21\|17.53\|-4.47\|18.16\|18.25\|17.06\|403858;2026-04-22\|17.33\|-1.14\|17.12\|17.40\|16.88\|289436;2026-04-23\|16.02\|-7.56\|17.04\|17.15\|16.01\|306240;2026-04-24\|15.15\|-5.43\|15.82\|15.82\|15.03\|211775;2026-04-27\|15.26\|0.73\|15.10\|15.34\|14.81\|127811;2026-04-28\|14.52\|-4.85\|15.10\|15.26\|14.46\|169999;2026-04-29\|15.03\|3.51\|14.55\|15.20\|14.55\|164388;2026-04-30\|14.76\|-1.80\|14.95\|15.05\|14.68\|116176;2026-05-06\|15.28\|3.52\|15.00\|15.45\|14.94\|141699;2026-05-07\|15.35\|0.46\|15.29\|15.44\|15.16\|114749;2026-05-08\|15.40\|0.33\|15.33\|15.41\|15.17\|100178;2026-05-11\|15.23\|-1.10\|15.50\|15.51\|15.10\|119409;2026-05-12\|14.90\|-2.17\|15.16\|15.20\|14.82\|91753;2026-05-13\|15.14\|1.61\|14.82\|15.20\|14.80\|75101;2026-05-14\|14.57\|-3.76\|15.22\|15.29\|14.57\|98692;2026-05-15\|14.45\|-0.82\|14.57\|14.83\|14.32\|84464;2026-05-18\|14.55\|0.69\|14.67\|14.75\|14.29\|73622;2026-05-19\|14.71\|1.10\|14.50\|14.92\|14.40\|74412;2026-05-20\|14.28\|-2.92\|14.62\|14.80\|14.22\|76317;2026-05-21\|13.62\|-4.62\|14.31\|14.42\|13.58\|105566;2026-05-22\|13.91\|2.13\|13.67\|13.96\|13.41\|77597;2026-05-25\|13.63\|-2.01\|13.91\|14.04\|13.45\|70081;2026-05-26\|14.99\|9.98\|13.55\|14.99\|13.45\|265505;2026-05-27\|16.49\|10.01\|15.31\|16.49\|15.10\|350716;2026-05-28\|16.72\|1.39\|16.87\|17.00\|16.15\|560071;2026-05-29\|17.48\|4.55\|16.43\|17.85\|16.43\|470317;2026-06-01\|17.78\|1.72\|17.01\|17.98\|16.81\|348023;2026-06-02\|17.13\|-3.66\|17.29\|17.70\|16.96\|252734;2026-06-03\|16.74\|-2.28\|16.96\|17.33\|16.50\|217562;2026-06-04\|16.26\|-2.87\|16.60\|16.60\|15.96\|156826;2026-06-05\|16.29\|0.18\|16.19\|17.02\|16.09\|156752;2026-06-08\|15.38\|-5.59\|15.50\|16.09\|15.06\|129293;2026-06-09\|16.92\|10.01\|15.69\|16.92\|15.03\|107332;2026-06-10\|16.00\|-5.44\|16.80\|16.88\|15.86\|211752;2026-06-11\|15.17\|-5.19\|15.75\|15.94\|14.98\|136097;2026-06-12\|14.58\|-3.89\|15.45\|15.52\|14.52\|125733;2026-06-15\|14.58\|0.00\|14.66\|15.22\|14.41\|123176;2026-06-16\|14.85\|1.85\|14.59\|15.48\|14.10\|206231;2026-06-17\|14.55\|-2.02\|14.63\|14.77\|14.44\|101348;2026-06-18\|14.16\|-2.68\|14.55\|14.55\|14.00\|95869;2026-06-22\|14.38\|1.55\|14.20\|14.38\|13.73\|114517;2026-06-23\|14.49\|0.77\|14.38\|14.99\|14.38\|118734;2026-06-24\|13.86\|-4.35\|14.42\|14.42\|13.66\|111701;2026-06-25\|13.18\|-4.91\|13.71\|13.85\|13.12\|112855;2026-06-26\|12.53\|-4.93\|13.20\|13.22\|12.48\|93139;2026-06-29\|12.24\|-2.31\|12.49\|12.75\|12.01\|82034;2026-06-30\|12.28\|0.33\|12.18\|12.43\|12.00\|76773;2026-07-01\|12.40\|0.98\|12.24\|12.65\|12.13\|100456;2026-07-02\|12.61\|1.69\|12.26\|13.20\|12.18\|148802;2026-07-03\|13.87\|9.99\|12.75\|13.87\|12.61\|192397;2026-07-06\|14.29\|3.03\|13.75\|14.59\|13.53\|286143;2026-07-07\|13.51\|-5.46\|14.22\|14.43\|13.01\|184825;2026-07-08\|13.22\|-2.15\|13.66\|14.09\|12.90\|129196;2026-07-09\|13.32\|0.76\|13.23\|13.33\|12.90\|103091;2026-07-10\|13.20\|-0.90\|13.21\|13.95\|13.11\|125127;2026-07-13\|12.99\|-1.59\|13.03\|13.29\|12.98\|12567
113536		液冷阀门+高出口占比+分红实施行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年4月29日年报及2025年9月2日互动易，公司阀门产品可应用于数据中心液冷系统的一次侧与二次侧管路，2025年度液冷相关产品营收占比约5%；据2026年5月8日互动易，公司目前在一次侧及二次侧已有现成产品；据2025年9月2日互动易，公司已为微软在印尼的数据中心提供产品。 2、据2026年4月29日年报，公司出口营收占比达75.50%，业务网络覆盖全球超过70个国家和地区，积累了多元化的国际客户基础。 3、据2026年5月29日公告，公司2025年年度权益分派方案为每10股派发现金红利3.50元含税，已于2026年6月5日完成派息实施。	公司蝶阀、球阀等产品已用于数据中心一次侧冷却塔、管路及二次侧CDU，为微软在印尼的数据中心提供产品，相关产品主要销往北美和东南亚	2026-03-03\|21.41\|-3.95\|22.29\|22.51\|21.29\|37462;2026-03-04\|21.16\|-1.17\|21.41\|22.15\|20.85\|33174;2026-03-05\|20.91\|-1.18\|21.62\|21.69\|20.71\|24245;2026-03-06\|21.06\|0.72\|20.80\|21.26\|20.64\|18144;2026-03-09\|20.56\|-2.37\|20.85\|21.18\|20.12\|22616;2026-03-10\|21.40\|4.09\|20.82\|21.47\|20.61\|21850;2026-03-11\|20.67\|-3.41\|21.49\|22.19\|20.65\|41865;2026-03-12\|19.47\|-5.81\|20.82\|20.99\|19.21\|50463;2026-03-13\|19.02\|-2.31\|19.49\|19.53\|18.99\|32540;2026-03-16\|18.91\|-0.58\|19.25\|19.25\|18.30\|30538;2026-03-17\|18.38\|-2.80\|19.08\|19.10\|18.33\|18206;2026-03-18\|18.74\|1.96\|18.45\|18.74\|18.34\|21139;2026-03-19\|18.06\|-3.63\|18.48\|18.70\|17.96\|17562;2026-03-20\|17.55\|-2.82\|18.10\|18.52\|17.48\|25683;2026-03-23\|16.15\|-7.98\|17.27\|17.31\|15.95\|49620;2026-03-24\|16.79\|3.96\|17.10\|17.10\|16.11\|47469;2026-03-25\|16.86\|0.42\|16.92\|17.16\|16.79\|25130;2026-03-26\|16.67\|-1.13\|16.86\|17.01\|16.52\|18859;2026-03-27\|16.71\|0.24\|16.67\|16.89\|16.45\|30585;2026-03-30\|16.85\|0.84\|16.67\|16.99\|16.49\|22815;2026-03-31\|16.18\|-3.98\|16.85\|16.99\|16.06\|43361;2026-04-01\|16.63\|2.78\|16.33\|16.75\|16.33\|41542;2026-04-02\|16.19\|-2.65\|16.47\|16.60\|16.01\|26268;2026-04-03\|15.99\|-1.24\|16.32\|16.32\|15.85\|19442;2026-04-07\|15.99\|0.00\|16.08\|16.16\|15.90\|25699;2026-04-08\|16.97\|6.13\|16.36\|17.06\|16.15\|41795;2026-04-09\|16.82\|-0.88\|16.95\|16.95\|16.62\|28335;2026-04-10\|17.06\|1.43\|16.80\|17.25\|16.80\|23103;2026-04-13\|16.89\|-1.00\|16.98\|17.07\|16.71\|22489;2026-04-14\|18.02\|6.69\|16.96\|18.36\|16.85\|53121;2026-04-15\|18.34\|1.78\|18.41\|19.68\|18.30\|77390;2026-04-16\|18.06\|-1.53\|18.36\|18.55\|17.91\|55060;2026-04-17\|18.23\|0.94\|18.01\|18.50\|17.71\|44821;2026-04-20\|18.41\|0.99\|18.24\|18.84\|18.08\|41749;2026-04-21\|18.32\|-0.49\|18.26\|18.42\|17.80\|31576;2026-04-22\|18.55\|1.26\|18.32\|18.69\|18.08\|28531;2026-04-23\|18.08\|-2.53\|18.46\|18.70\|17.97\|25547;2026-04-24\|17.87\|-1.16\|18.04\|18.17\|17.74\|28563;2026-04-27\|17.98\|0.62\|17.81\|18.18\|17.67\|23988;2026-04-28\|18.24\|1.45\|17.98\|18.27\|17.73\|26849;2026-04-29\|17.88\|-1.97\|17.90\|18.16\|17.24\|59573;2026-04-30\|18.44\|3.13\|17.88\|18.83\|17.71\|51128;2026-05-06\|20.28\|9.98\|18.60\|20.28\|18.31\|96432;2026-05-07\|20.76\|2.37\|20.71\|21.08\|19.52\|106669;2026-05-08\|20.71\|-0.24\|20.78\|21.14\|20.51\|56455;2026-05-11\|20.62\|-0.43\|20.90\|21.00\|20.50\|51322;2026-05-12\|20.43\|-0.92\|20.42\|20.87\|20.28\|43460;2026-05-13\|20.75\|1.57\|20.43\|21.04\|20.26\|47659;2026-05-14\|20.42\|-1.59\|21.02\|21.02\|20.10\|43769;2026-05-15\|20.95\|2.60\|20.41\|21.30\|20.06\|68041;2026-05-18\|21.00\|0.24\|20.78\|21.25\|20.64\|55690;2026-05-19\|20.80\|-0.95\|21.27\|21.70\|20.46\|59745;2026-05-20\|21.77\|4.66\|20.65\|21.88\|20.54\|88199;2026-05-21\|20.87\|-4.13\|21.50\|22.27\|20.65\|80435;2026-05-22\|20.95\|0.38\|21.00\|21.30\|20.65\|45761;2026-05-25\|21.05\|0.48\|20.95\|23.05\|20.84\|48969;2026-05-26\|20.20\|-4.04\|21.32\|21.32\|20.01\|52010;2026-05-27\|18.95\|-6.19\|20.20\|20.39\|18.80\|69386;2026-05-28\|20.85\|10.03\|18.95\|20.85\|18.90\|73590;2026-05-29\|20.12\|-3.50\|21.27\|21.59\|19.95\|81762;2026-06-01\|22.13\|9.99\|20.30\|22.13\|20.03\|53918;2026-06-02\|22.81\|3.07\|21.96\|22.87\|21.50\|140869;2026-06-03\|22.57\|-1.05\|22.70\|23.27\|22.03\|100657;2026-06-04\|21.19\|-6.11\|21.73\|22.17\|20.96\|75067;2026-06-05\|20.85\|0.05\|20.64\|21.23\|20.01\|52514;2026-06-08\|19.62\|-5.90\|20.00\|20.53\|19.57\|58381;2026-06-09\|21.58\|9.99\|19.95\|21.58\|19.95\|43098;2026-06-10\|21.47\|-0.51\|21.79\|23.20\|21.25\|152900;2026-06-11\|21.00\|-2.19\|21.67\|21.81\|20.60\|85005;2026-06-12\|20.00\|-4.76\|21.42\|21.55\|19.92\|108700;2026-06-15\|21.02\|5.10\|20.01\|21.59\|20.01\|80229;2026-06-16\|20.46\|-2.66\|21.04\|21.38\|20.05\|93689;2026-06-17\|19.79\|-3.27\|20.31\|20.61\|19.50\|98592;2026-06-18\|20.19\|2.02\|19.74\|21.21\|19.60\|70868;2026-06-22\|19.51\|-3.37\|20.10\|20.40\|19.01\|93076;2026-06-23\|21.46\|9.99\|19.70\|21.46\|19.40\|137360;2026-06-24\|20.84\|-2.89\|21.46\|21.69\|20.01\|180484;2026-06-25\|20.74\|-0.48\|20.86\|21.15\|20.01\|121402;2026-06-26\|21.94\|5.79\|20.55\|22.33\|19.81\|207527;2026-06-29\|21.76\|-0.82\|21.94\|22.52\|21.20\|137399;2026-06-30\|22.31\|2.53\|21.54\|22.54\|21.46\|116913;2026-07-01\|23.23\|4.12\|22.22\|23.76\|22.02\|134481;2026-07-02\|21.58\|-7.10\|22.70\|23.00\|21.40\|125963;2026-07-03\|20.84\|-3.43\|21.74\|21.95\|20.71\|92752;2026-07-06\|21.15\|1.49\|20.69\|21.70\|20.13\|94273;2026-07-07\|20.39\|-3.59\|21.15\|21.46\|20.04\|73917;2026-07-08\|20.43\|0.20\|20.25\|21.30\|19.45\|83477;2026-07-09\|20.00\|-2.10\|20.44\|20.62\|19.17\|85699;2026-07-10\|19.86\|-0.70\|19.64\|20.58\|19.32\|74320;2026-07-13\|19.44\|-2.11\|19.50\|19.76\|19.42\|6152
113535	英伟达推出全球首款完全开放的全模态物理AI模型	AI语料+具身智能+三季报增长行业原因： 1、港股MiniMax上市首日大涨109%，今日续涨30%。智谱午后涨超60%，上市三天累计涨幅超110%。 2、据报道，DeepSeek将于2月发布新一代旗舰AI模型DeepSeek V4，该模型具备强大的编程能力，预计将对当前的AI竞争格局产生重大影响。公司原因： 1、据2024年年度报告，公司主营AI训练数据的研发设计、生产及销售业务，产品覆盖智能语音、计算机视觉等领域，为谷歌、阿里巴巴等客户提供服务。 2、据2025年5月23日官微，公司联合华为发布海天瑞声x昇腾DeepSeek数据飞轮智能体，聚焦企业数字化转型，助力企业实现全场景智能化升级。 3、据2025年11月4日投资者关系活动记录表，公司已组建具身智能数据专项团队，并与多家机器人本体厂商及头部科技大厂启动订单需求对接，推进训练场方案设计与落地。 4、据2025年12月5日机构调研及2025年10月31日公告，公司2025年前三季度营业收入同比增长56.69%，主要得益于境内文生视频数据需求旺盛、政企多语种文本业务放量及东南亚交付体系稳定运营带来的海外收入增长。	AI训练数据服务商，此前与华为联合发布“海天瑞声×昇腾DeepSeek数据飞轮智能体”，并深度参与华为昇腾一体机及陕西智慧文旅等项目，形成软硬件协同解决方案	2026-03-03\|135.00\|-6.43\|145.80\|145.80\|135.00\|27207;2026-03-04\|132.13\|-2.13\|131.00\|134.77\|130.10\|22270;2026-03-05\|134.10\|1.49\|135.10\|136.35\|133.59\|19225;2026-03-06\|149.88\|11.77\|133.43\|149.88\|132.51\|51986;2026-03-09\|149.00\|-0.59\|143.83\|149.88\|140.95\|33291;2026-03-10\|150.00\|0.67\|151.79\|158.97\|149.83\|44119;2026-03-11\|151.40\|0.93\|150.00\|155.30\|148.00\|30810;2026-03-12\|149.35\|-1.35\|150.10\|150.57\|146.20\|24894;2026-03-13\|152.03\|1.79\|147.00\|160.00\|140.00\|56065;2026-03-16\|156.90\|3.20\|150.90\|159.70\|144.06\|46288;2026-03-17\|154.50\|-1.53\|158.00\|161.50\|154.23\|31731;2026-03-18\|161.00\|4.21\|154.58\|161.00\|153.11\|43842;2026-03-19\|156.13\|-3.02\|156.80\|166.88\|154.01\|47125;2026-03-20\|142.19\|-8.93\|155.61\|157.50\|142.00\|44851;2026-03-23\|129.52\|-8.91\|142.00\|142.00\|128.56\|32760;2026-03-24\|137.50\|6.16\|132.00\|138.62\|128.12\|25890;2026-03-25\|140.00\|1.82\|137.70\|143.66\|137.00\|24713;2026-03-26\|135.67\|-3.09\|139.00\|141.81\|134.50\|18058;2026-03-27\|138.00\|1.72\|133.00\|138.44\|132.00\|16470;2026-03-30\|141.00\|2.17\|135.70\|146.50\|132.51\|28933;2026-03-31\|132.51\|-6.02\|138.50\|144.43\|132.14\|30717;2026-04-01\|135.68\|2.39\|137.00\|137.01\|132.78\|19865;2026-04-02\|123.09\|-9.28\|134.74\|134.74\|121.30\|36162;2026-04-03\|121.60\|-1.21\|124.12\|124.90\|119.00\|20374;2026-04-07\|120.56\|-0.86\|121.60\|123.60\|120.20\|11723;2026-04-08\|133.42\|10.67\|124.98\|134.23\|124.98\|34106;2026-04-09\|128.76\|-3.49\|130.47\|131.13\|128.00\|19271;2026-04-10\|127.75\|-0.78\|130.58\|132.46\|127.50\|17323;2026-04-13\|129.32\|1.23\|126.05\|130.50\|125.39\|17458;2026-04-14\|133.20\|3.00\|131.00\|136.36\|131.00\|23304;2026-04-15\|130.05\|-2.36\|135.52\|135.59\|129.70\|18030;2026-04-16\|134.20\|3.19\|131.50\|136.60\|131.18\|25402;2026-04-17\|134.33\|0.10\|133.00\|136.30\|132.23\|17732;2026-04-20\|138.55\|3.14\|133.40\|142.00\|133.00\|28608;2026-04-21\|135.25\|-2.38\|137.99\|139.11\|134.00\|16107;2026-04-22\|136.37\|0.83\|135.00\|136.43\|132.60\|16164;2026-04-23\|135.53\|-0.62\|135.81\|137.90\|133.15\|21542;2026-04-24\|135.50\|-0.02\|141.99\|143.21\|132.14\|35359;2026-04-27\|133.31\|-1.62\|135.66\|138.24\|132.17\|29460;2026-04-28\|127.44\|-4.40\|132.00\|132.56\|126.48\|26732;2026-04-29\|128.53\|0.86\|127.30\|130.65\|126.26\|18146;2026-04-30\|130.10\|1.22\|128.99\|130.88\|125.68\|20749;2026-05-06\|140.20\|7.76\|132.61\|142.00\|132.61\|44626;2026-05-07\|144.17\|2.83\|139.99\|144.97\|138.88\|32755;2026-05-08\|143.95\|-0.15\|145.09\|145.86\|141.88\|28027;2026-05-11\|146.68\|1.90\|147.47\|152.98\|143.56\|40551;2026-05-12\|144.62\|-1.40\|146.73\|151.00\|143.81\|28480;2026-05-13\|145.29\|0.46\|143.08\|146.88\|141.60\|25028;2026-05-14\|139.31\|-4.12\|147.51\|148.50\|138.50\|28401;2026-05-15\|143.78\|3.21\|139.54\|148.97\|139.54\|36226;2026-05-18\|146.90\|2.17\|145.00\|150.54\|141.70\|34161;2026-05-19\|152.14\|3.57\|148.50\|153.33\|148.00\|38617;2026-05-20\|149.41\|-1.79\|152.15\|159.80\|148.80\|45057;2026-05-21\|142.70\|-4.49\|150.09\|154.49\|142.00\|40102;2026-05-22\|148.01\|3.72\|144.00\|149.84\|141.70\|31233;2026-05-25\|150.76\|1.86\|153.30\|158.00\|147.14\|38547;2026-05-26\|148.37\|-1.59\|149.26\|152.00\|143.64\|25512;2026-05-27\|141.55\|-4.60\|149.26\|153.78\|140.65\|36859;2026-05-28\|137.92\|-2.56\|141.76\|141.76\|133.19\|30952;2026-05-29\|134.69\|-2.34\|142.00\|145.00\|133.82\|32149;2026-06-01\|138.11\|2.54\|134.00\|143.66\|134.00\|35351;2026-06-02\|131.80\|-4.57\|141.00\|141.00\|130.86\|31253;2026-06-03\|131.91\|0.08\|129.50\|134.98\|127.00\|26847;2026-06-04\|130.10\|-1.37\|130.02\|131.91\|126.58\|21826;2026-06-05\|125.70\|-3.38\|130.00\|131.82\|125.60\|22561;2026-06-08\|139.38\|10.88\|119.67\|142.62\|119.01\|55951;2026-06-09\|157.98\|13.34\|147.34\|163.00\|140.34\|77707;2026-06-10\|158.06\|0.05\|155.06\|167.86\|155.00\|60137;2026-06-11\|153.00\|-3.20\|154.72\|158.85\|149.10\|42942;2026-06-12\|153.89\|0.58\|153.67\|166.00\|153.33\|41375;2026-06-15\|154.90\|0.66\|155.39\|157.10\|151.55\|32552;2026-06-16\|159.70\|3.10\|153.47\|162.62\|151.57\|32676;2026-06-17\|157.38\|-1.45\|157.58\|160.90\|154.64\|27830;2026-06-18\|159.39\|1.28\|157.20\|161.80\|155.06\|33635;2026-06-22\|160.40\|0.63\|159.60\|166.60\|154.08\|40150;2026-06-23\|148.48\|-7.43\|157.50\|158.00\|147.16\|34636;2026-06-24\|145.08\|-2.29\|147.98\|149.39\|142.50\|28712;2026-06-25\|140.50\|-3.16\|145.10\|146.97\|138.99\|28644;2026-06-26\|130.58\|-7.06\|138.45\|139.62\|128.31\|33625;2026-06-29\|127.65\|-2.24\|130.55\|132.89\|124.32\|32536;2026-06-30\|134.45\|5.33\|128.00\|135.67\|125.20\|33791;2026-07-01\|132.90\|-1.08\|133.50\|136.13\|131.00\|29143;2026-07-02\|128.62\|-3.22\|135.20\|135.27\|127.57\|35052;2026-07-03\|127.00\|-1.26\|127.93\|130.35\|125.00\|28475;2026-07-06\|121.25\|-4.53\|128.50\|128.70\|120.30\|29471;2026-07-07\|114.24\|-5.78\|121.40\|122.84\|112.82\|31167;2026-07-08\|117.18\|2.57\|115.86\|119.62\|114.01\|27051;2026-07-09\|128.04\|9.27\|116.01\|130.00\|115.00\|48439;2026-07-10\|128.27\|0.18\|127.13\|137.80\|125.11\|4151997;2026-07-13\|125.10\|-2.47\|126.91\|128.25\|124.58\|408377
113534	英伟达推出全球首款完全开放的全模态物理AI模型	精品品牌收购+AI应用+一季报扭亏 1、据2026年6月13日公告，公司全资子公司易佰网络拟以1.2亿元增资深圳比逊河，获其60%股权，旨在推动精品业务向专业化、品牌化与垂直化升级，并依托HOMLA等品牌矩阵强化高端运动品类布局。 2、据2025年年报及2026年5月18日投资者关系活动记录表，公司依托“易智万象”大模型与AI Agent基座，在视觉内容生成、选品决策、供应链管理等核心场景落地AI应用，视觉内容生产效率提升超95%，选品决策效率提升80%。 3、据2026年4月25日年报，公司2026年一季度归母净利润7154.33万元，同比扭亏为盈，主要得益于库存结构优化及成本费用管控卓有成效；精品业务2025年同比增长49.96%，聚焦宠物用品、家具家居等高成长赛道。	公司依托“易智万象”大模型与AI Agent基座，在视觉内容生成、客户服务、选品决策等核心环节落地AI应用，视觉内容生产效率提升超95%，选品决策效率提升80%	2026-03-03\|13.42\|-4.82\|14.07\|14.18\|13.32\|96639;2026-03-04\|13.40\|-0.15\|13.28\|13.88\|13.20\|84491;2026-03-05\|13.73\|2.46\|13.60\|14.03\|13.60\|122549;2026-03-06\|13.43\|-2.19\|13.68\|13.78\|13.40\|74372;2026-03-09\|13.44\|0.07\|13.33\|13.48\|13.00\|105631;2026-03-10\|13.74\|2.23\|13.49\|13.85\|13.45\|72188;2026-03-11\|13.42\|-2.33\|13.82\|13.88\|13.41\|59076;2026-03-12\|12.97\|-3.35\|13.45\|13.48\|12.90\|73181;2026-03-13\|12.84\|-1.00\|12.90\|13.19\|12.82\|53128;2026-03-16\|13.19\|2.73\|12.91\|13.22\|12.70\|110428;2026-03-17\|12.64\|-4.17\|13.29\|13.29\|12.57\|115217;2026-03-18\|12.89\|1.98\|12.72\|12.89\|12.65\|49000;2026-03-19\|12.51\|-2.95\|12.81\|12.84\|12.46\|48826;2026-03-20\|11.97\|-4.32\|12.51\|12.63\|11.95\|98761;2026-03-23\|11.21\|-6.35\|11.83\|11.95\|11.07\|120543;2026-03-24\|11.75\|4.82\|11.40\|11.77\|11.36\|128217;2026-03-25\|11.76\|0.09\|11.84\|11.86\|11.63\|67213;2026-03-26\|11.58\|-1.53\|11.70\|11.92\|11.51\|47027;2026-03-27\|11.71\|1.12\|11.49\|11.76\|11.40\|41676;2026-03-30\|11.68\|-0.26\|11.59\|11.71\|11.46\|41738;2026-03-31\|11.63\|-0.43\|11.68\|11.87\|11.58\|39833;2026-04-01\|12.36\|6.28\|11.82\|12.43\|11.74\|80300;2026-04-02\|12.60\|1.94\|12.25\|12.86\|12.20\|180492;2026-04-03\|12.18\|-3.33\|12.79\|13.15\|12.15\|142177;2026-04-07\|12.65\|3.86\|12.39\|12.78\|12.17\|110072;2026-04-08\|13.19\|4.27\|12.89\|13.19\|12.63\|107563;2026-04-09\|12.91\|-2.12\|13.26\|13.30\|12.76\|75989;2026-04-10\|12.76\|-1.16\|12.95\|13.07\|12.71\|74053;2026-04-13\|13.10\|2.66\|12.63\|13.20\|12.51\|98289;2026-04-14\|12.97\|-0.99\|13.15\|13.19\|12.71\|79437;2026-04-15\|12.89\|-0.62\|12.92\|13.23\|12.78\|67885;2026-04-16\|13.12\|1.78\|12.88\|13.25\|12.82\|69879;2026-04-17\|13.09\|-0.23\|13.12\|13.18\|12.97\|46754;2026-04-20\|13.73\|4.89\|13.10\|13.91\|12.97\|132927;2026-04-21\|13.43\|-2.19\|13.72\|13.76\|13.23\|67578;2026-04-22\|13.84\|3.05\|13.40\|13.90\|13.26\|70196;2026-04-23\|14.15\|2.24\|13.85\|14.20\|13.75\|112950;2026-04-24\|13.93\|-1.55\|14.19\|14.29\|13.77\|109187;2026-04-27\|13.40\|-3.80\|13.21\|13.58\|12.79\|199012;2026-04-28\|13.02\|-2.84\|13.47\|13.61\|12.88\|147209;2026-04-29\|13.08\|0.46\|13.15\|13.38\|12.86\|92885;2026-04-30\|13.01\|-0.54\|13.06\|13.14\|12.72\|134661;2026-05-06\|13.40\|3.00\|13.15\|13.55\|13.02\|125491;2026-05-07\|13.90\|3.73\|13.59\|13.94\|13.48\|123372;2026-05-08\|14.51\|4.39\|13.90\|14.59\|13.82\|146180;2026-05-11\|14.78\|1.86\|14.57\|14.87\|14.27\|143062;2026-05-12\|14.78\|0.00\|14.78\|14.87\|14.55\|123844;2026-05-13\|14.97\|1.29\|14.90\|15.30\|14.72\|130820;2026-05-14\|14.62\|-2.34\|14.97\|16.30\|14.62\|119874;2026-05-15\|14.39\|-1.57\|14.66\|14.75\|14.28\|107711;2026-05-18\|13.29\|-7.64\|14.28\|14.36\|13.22\|169092;2026-05-19\|13.41\|0.90\|13.31\|13.55\|13.01\|99682;2026-05-20\|13.61\|1.49\|13.30\|13.75\|13.01\|149668;2026-05-21\|12.74\|-6.39\|13.80\|13.97\|12.65\|118117;2026-05-22\|13.08\|2.67\|12.74\|13.20\|12.54\|87428;2026-05-25\|12.67\|-3.13\|13.11\|13.24\|12.58\|121243;2026-05-26\|12.16\|-4.03\|12.60\|12.72\|11.94\|88911;2026-05-27\|12.03\|-1.07\|12.15\|12.36\|11.98\|86847;2026-05-28\|12.13\|0.83\|12.00\|12.35\|11.87\|60613;2026-05-29\|12.24\|0.91\|12.10\|12.75\|12.05\|106421;2026-06-01\|12.30\|0.49\|12.27\|12.57\|11.97\|122729;2026-06-02\|11.99\|-2.52\|12.26\|12.31\|11.93\|91773;2026-06-03\|11.60\|-3.25\|11.85\|11.95\|11.53\|103060;2026-06-04\|11.32\|-2.41\|11.49\|11.60\|11.26\|67358;2026-06-05\|11.40\|0.71\|11.32\|11.53\|11.18\|60524;2026-06-08\|11.13\|-2.37\|11.11\|11.45\|11.00\|82794;2026-06-09\|12.67\|13.84\|11.21\|12.75\|11.20\|187402;2026-06-10\|12.26\|-3.24\|12.55\|13.20\|12.08\|154460;2026-06-11\|13.08\|6.69\|12.16\|13.19\|12.10\|169952;2026-06-12\|13.32\|1.83\|12.98\|13.34\|12.80\|175684;2026-06-15\|12.87\|-3.38\|13.21\|13.43\|12.76\|175712;2026-06-16\|12.58\|-2.25\|12.80\|13.04\|12.53\|124938;2026-06-17\|12.60\|0.16\|12.55\|12.67\|12.24\|116755;2026-06-18\|12.16\|-3.49\|12.51\|12.54\|12.09\|125580;2026-06-22\|14.09\|15.87\|11.40\|14.59\|11.30\|506693;2026-06-23\|15.08\|7.03\|14.66\|15.29\|14.30\|486731;2026-06-24\|15.46\|2.52\|14.80\|15.69\|14.69\|320862;2026-06-25\|14.99\|-3.04\|15.33\|15.85\|14.69\|247579;2026-06-26\|16.93\|12.94\|14.86\|17.20\|14.70\|297912;2026-06-29\|17.61\|4.02\|16.95\|18.99\|16.65\|318497;2026-06-30\|17.70\|0.51\|17.50\|18.23\|17.23\|216126;2026-07-01\|18.47\|4.35\|17.42\|18.58\|16.68\|291169;2026-07-02\|18.05\|-2.27\|18.45\|18.94\|17.61\|231866;2026-07-03\|18.25\|1.11\|17.80\|18.48\|17.66\|164577;2026-07-06\|18.86\|3.34\|18.16\|19.30\|18.02\|200285;2026-07-07\|18.25\|-3.23\|18.72\|18.99\|18.07\|118851;2026-07-08\|17.50\|-4.11\|18.40\|18.69\|17.40\|182190;2026-07-09\|18.49\|7.19\|17.38\|18.95\|17.24\|226716;2026-07-10\|18.74\|1.35\|18.31\|19.18\|18.20\|190708;2026-07-13\|18.69\|-0.27\|18.86\|19.59\|18.51\|42287
113533	英伟达推出全球首款完全开放的全模态物理AI模型	AI智能体+信创+一季报增长行业原因：据证券时报，受Okta和Snowflake强劲业绩的推动，美股软件股上周大幅飙升，这表明一些公司抵御人工智能颠覆的能力超出了华尔街的预期。推动本轮反弹的核心逻辑在于，华尔街开始重新审视软件行业，尤其是与人工智能深度绑定的企业。公司原因： 1、据2026年3月31日年报，公司推出以“大模型+小模型+智能体”为架构的泛微数智大脑Xiaoe.AI，已落地智能商机助理、智能合同助手、标讯雷达等业务场景，为业务系统提供智能服务基座。 2、据2026年4月30日公告，公司2026年一季度实现归母净利润6213.08万元，同比增长137.91%。 3、据2026年3月31日年报，公司政务信创平台提供全栈式信创生态体系，全面兼容国内主流软硬件厂商产品，可满足各级党政机关及企事业单位的协同办公需求；公司是国内领先的协同管理软件厂商，已为87个行业超过8万多家客户提供服务。	公司主营协同管理和移动办公软件，腾讯为公司第五大股东，公司旗下所有产品全面接入DeepSeek大模型，借助泛微2024年发布的数智大脑Xiaoe.AI，可快捷方便为客户搭建“DeepSeek大模型+专业小模型+智能体”的数智底座	2026-03-03\|43.25\|-4.61\|45.52\|45.62\|43.10\|68656;2026-03-04\|42.47\|-1.80\|42.96\|43.52\|42.13\|56481;2026-03-05\|42.44\|-0.07\|43.10\|43.26\|42.14\|54613;2026-03-06\|43.17\|1.72\|42.39\|43.21\|42.00\|66856;2026-03-09\|43.60\|1.00\|42.52\|43.67\|41.80\|77513;2026-03-10\|44.23\|1.45\|43.99\|44.49\|43.31\|82967;2026-03-11\|45.98\|3.96\|44.55\|46.98\|43.87\|139083;2026-03-12\|44.40\|-3.44\|45.53\|45.55\|44.25\|86088;2026-03-13\|43.10\|-2.93\|43.90\|44.16\|43.07\|55171;2026-03-16\|43.39\|0.67\|42.90\|43.39\|42.29\|42863;2026-03-17\|42.51\|-2.03\|43.46\|43.50\|42.51\|35869;2026-03-18\|43.17\|1.55\|42.48\|43.28\|42.43\|30551;2026-03-19\|41.83\|-3.10\|42.60\|42.90\|41.81\|38687;2026-03-20\|40.51\|-3.16\|42.00\|42.46\|40.51\|40204;2026-03-23\|38.00\|-6.20\|39.83\|39.95\|37.65\|62546;2026-03-24\|38.97\|2.55\|38.63\|39.02\|37.85\|40818;2026-03-25\|39.76\|2.03\|38.95\|39.92\|38.94\|30244;2026-03-26\|39.04\|-1.81\|39.58\|39.90\|38.78\|26533;2026-03-27\|39.43\|1.00\|38.40\|39.44\|38.37\|23698;2026-03-30\|39.50\|0.18\|38.80\|39.52\|38.62\|24868;2026-03-31\|43.45\|10.00\|42.47\|43.45\|41.62\|63537;2026-04-01\|46.44\|6.88\|44.25\|46.80\|43.66\|204888;2026-04-02\|44.24\|-4.74\|45.15\|45.30\|43.52\|110770;2026-04-03\|44.85\|1.38\|44.03\|45.28\|43.65\|86083;2026-04-07\|45.19\|0.76\|44.61\|45.62\|44.06\|80603;2026-04-08\|47.50\|5.11\|46.10\|47.58\|45.31\|136533;2026-04-09\|46.07\|-3.01\|46.50\|46.98\|45.63\|94747;2026-04-10\|44.94\|-2.45\|46.42\|46.53\|44.87\|83360;2026-04-13\|44.26\|-1.51\|43.88\|44.79\|43.88\|53188;2026-04-14\|44.61\|0.79\|45.00\|45.43\|43.91\|58955;2026-04-15\|43.40\|-2.71\|44.51\|44.60\|43.10\|69050;2026-04-16\|44.32\|2.12\|43.33\|45.01\|43.33\|108145;2026-04-17\|43.82\|-1.13\|44.02\|44.17\|43.14\|62120;2026-04-20\|43.83\|0.02\|43.50\|44.40\|43.31\|60245;2026-04-21\|42.66\|-2.67\|43.53\|43.78\|42.11\|72431;2026-04-22\|45.30\|6.19\|42.49\|45.38\|41.89\|185024;2026-04-23\|46.91\|3.55\|44.77\|47.47\|44.61\|249547;2026-04-24\|46.00\|-1.94\|45.82\|46.79\|45.15\|93984;2026-04-27\|45.13\|-1.89\|46.00\|46.58\|45.01\|81918;2026-04-28\|43.60\|-3.39\|45.00\|45.07\|43.30\|63527;2026-04-29\|45.24\|3.76\|43.01\|45.47\|42.91\|66704;2026-04-30\|45.55\|0.69\|46.50\|47.56\|45.25\|104140;2026-05-06\|45.80\|0.55\|46.17\|46.64\|45.65\|110607;2026-05-07\|49.11\|7.23\|46.45\|49.69\|45.81\|203565;2026-05-08\|48.62\|-1.00\|49.26\|49.95\|48.25\|143439;2026-05-11\|49.65\|2.12\|48.20\|49.99\|48.18\|126940;2026-05-12\|48.00\|-3.32\|49.65\|49.65\|47.75\|95341;2026-05-13\|47.91\|-0.19\|47.31\|48.45\|46.92\|66761;2026-05-14\|45.72\|-4.57\|48.39\|48.45\|45.52\|78947;2026-05-15\|46.90\|2.58\|45.80\|49.00\|45.80\|121732;2026-05-18\|47.42\|1.11\|46.87\|48.07\|46.21\|98417;2026-05-19\|48.91\|3.14\|47.70\|49.20\|47.34\|119244;2026-05-20\|48.92\|0.02\|48.35\|49.53\|48.11\|98869;2026-05-21\|38.50\|-5.41\|40.92\|41.03\|37.12\|123663;2026-05-22\|38.40\|-0.26\|38.38\|38.90\|37.42\|85270;2026-05-25\|39.49\|2.84\|38.55\|39.96\|38.23\|82156;2026-05-26\|37.26\|-5.65\|39.00\|39.20\|36.35\|106286;2026-05-27\|36.69\|-1.53\|36.86\|37.50\|35.76\|70902;2026-05-28\|37.09\|1.09\|36.38\|37.22\|35.60\|66675;2026-05-29\|36.64\|-1.21\|37.31\|37.74\|36.19\|55830;2026-06-01\|40.30\|9.99\|36.64\|40.30\|36.64\|131416;2026-06-02\|42.08\|4.42\|41.50\|42.13\|39.55\|242389;2026-06-03\|39.81\|-5.39\|41.20\|42.67\|39.24\|251244;2026-06-04\|37.46\|-5.90\|39.00\|39.52\|37.00\|203120;2026-06-05\|39.94\|6.62\|37.20\|41.21\|37.01\|220209;2026-06-08\|41.15\|3.03\|38.33\|41.93\|38.33\|232488;2026-06-09\|45.27\|10.01\|41.40\|45.27\|40.25\|266028;2026-06-10\|45.70\|0.95\|45.00\|48.58\|43.66\|402163;2026-06-11\|45.56\|-0.31\|45.00\|45.69\|44.01\|233270;2026-06-12\|47.61\|4.50\|45.11\|48.20\|44.66\|311581;2026-06-15\|49.25\|3.44\|47.13\|49.53\|46.25\|224974;2026-06-16\|44.33\|-9.99\|48.30\|48.96\|44.33\|252952;2026-06-17\|41.18\|-7.11\|43.45\|43.77\|40.45\|308554;2026-06-18\|39.77\|-3.42\|40.50\|41.38\|39.39\|253057;2026-06-22\|38.18\|-4.00\|39.68\|40.15\|36.87\|232566;2026-06-23\|37.02\|-3.04\|37.96\|38.25\|36.74\|127821;2026-06-24\|35.76\|-3.40\|36.97\|37.02\|35.40\|129729;2026-06-25\|33.76\|-5.59\|35.50\|35.89\|33.42\|154637;2026-06-26\|32.55\|-3.58\|33.42\|34.59\|32.50\|151881;2026-06-29\|34.18\|5.01\|32.71\|35.81\|32.71\|153446;2026-06-30\|36.07\|5.53\|34.13\|36.30\|34.10\|212628;2026-07-01\|36.13\|0.17\|36.00\|36.87\|34.45\|209317;2026-07-02\|35.58\|-1.52\|36.45\|37.20\|35.51\|135583;2026-07-03\|34.89\|-1.94\|35.47\|35.75\|34.37\|118978;2026-07-06\|36.87\|5.67\|34.54\|36.98\|34.53\|213202;2026-07-07\|35.28\|-4.31\|36.30\|36.70\|35.17\|138839;2026-07-08\|35.09\|-0.54\|35.20\|35.67\|34.68\|89961;2026-07-09\|34.74\|-1.00\|34.84\|35.15\|33.60\|127060;2026-07-10\|33.83\|-2.62\|34.85\|36.10\|33.33\|201801;2026-07-13\|32.45\|-4.08\|33.82\|34.46\|32.40\|23963
113532	英伟达推出全球首款完全开放的全模态物理AI模型	数据要素+具身智能智脑+股权激励归属行业原因：据上证报，国家数据局近日印发《关于推进行业高质量数据集建设行动的实施方案》，从国家层面首次对数据赋能人工智能发展作出系统性部署，圈定强基扩容、标注攻坚等六项专项行动。公司原因： 1、据2026年5月29日投资者关系活动记录表，公司2026年一季度实现营收1.05亿元，同比增长36.48%，并推进AI赋能，向数据相关人工智能服务、具身智能智脑及数采等领域拓展业务。 2、据2026年4月18日年报，公司以“数据要素×”和“人工智能＋”为双轮驱动，2025年11月联合合作伙伴发布机器人智脑产品，致力于为智能终端和机器人打造具备领域知识和推理决策力的“智脑”支撑，聚焦家庭陪护及医疗康养等重点场景。 3、据2026年6月9日公告，公司2025年限制性股票激励计划第二类限制性股票第一个归属期归属结果暨股份上市，完成股票归属。	1、“X”机器人智脑服务平台融合了行业基座大模型(BaiChuan-M2-PLUS)与公司优势的行业场景数据与垂直场景模型能力上进行融合模型调优，帮助智能机器人理解特定行业性场景应用需求,成为行业任务的“行业熟手”，此项技术未来将定位赋能具身智能行业生态及行业头部厂商，拓宽智能机器人与垂直行业模型的行业应用场景； 2、公司已取得IDC资质，算力硬件设备租赁及融合算力管理平台已有客户订单并陆续交付	2026-03-03\|49.70\|-5.44\|52.56\|53.50\|49.00\|26046;2026-03-04\|49.52\|-0.36\|49.52\|50.56\|48.08\|24162;2026-03-05\|50.47\|1.92\|51.02\|51.19\|49.96\|18328;2026-03-06\|51.90\|2.83\|50.20\|52.98\|50.10\|26460;2026-03-09\|51.17\|-1.41\|49.30\|51.63\|49.00\|22942;2026-03-10\|52.20\|2.01\|52.00\|52.79\|51.29\|18879;2026-03-11\|50.90\|-2.49\|52.22\|52.97\|50.69\|22811;2026-03-12\|53.71\|5.52\|50.81\|55.45\|50.75\|47318;2026-03-13\|51.86\|-3.44\|53.24\|53.50\|51.80\|24864;2026-03-16\|52.40\|1.04\|51.98\|52.63\|51.40\|16161;2026-03-17\|52.62\|0.42\|52.69\|54.70\|52.08\|25051;2026-03-18\|54.13\|2.87\|52.65\|54.38\|52.18\|16172;2026-03-19\|53.70\|-0.79\|53.50\|54.07\|51.80\|20924;2026-03-20\|53.10\|-1.12\|53.70\|54.65\|52.80\|17703;2026-03-23\|48.20\|-9.23\|52.49\|52.49\|47.80\|19810;2026-03-24\|50.76\|5.31\|49.11\|50.96\|48.99\|17173;2026-03-25\|51.69\|1.83\|51.58\|52.71\|51.00\|16254;2026-03-26\|51.20\|-0.95\|51.88\|53.18\|50.88\|14953;2026-03-27\|52.45\|2.44\|51.31\|53.50\|50.23\|13269;2026-03-30\|52.10\|-0.67\|51.93\|53.31\|51.20\|9825;2026-03-31\|51.80\|-0.58\|52.10\|53.55\|51.75\|15200;2026-04-01\|52.34\|1.04\|52.50\|53.18\|51.85\|7964;2026-04-02\|49.68\|-5.08\|51.76\|52.23\|49.50\|11667;2026-04-03\|48.50\|-2.38\|51.06\|51.50\|48.50\|10778;2026-04-07\|47.80\|-1.44\|48.07\|48.91\|47.63\|8381;2026-04-08\|51.17\|7.05\|48.82\|51.33\|48.82\|15202;2026-04-09\|48.91\|-4.42\|50.72\|50.98\|48.61\|14886;2026-04-10\|48.87\|-0.08\|49.06\|49.88\|48.53\|8832;2026-04-13\|48.20\|-1.37\|48.35\|48.49\|47.80\|11541;2026-04-14\|49.67\|3.05\|48.50\|51.00\|48.50\|11217;2026-04-15\|48.10\|-3.16\|49.40\|50.45\|47.82\|11867;2026-04-16\|53.66\|11.56\|48.15\|54.75\|48.15\|49865;2026-04-17\|52.27\|-2.59\|53.23\|53.59\|51.77\|21603;2026-04-20\|51.58\|-1.32\|52.50\|52.55\|51.17\|18055;2026-04-21\|50.70\|-1.71\|51.50\|52.40\|49.29\|25831;2026-04-22\|50.00\|-1.38\|50.33\|50.47\|49.60\|12874;2026-04-23\|48.28\|-3.44\|50.00\|50.18\|47.70\|23479;2026-04-24\|49.50\|2.53\|48.50\|50.23\|48.00\|20599;2026-04-27\|48.00\|-3.03\|49.98\|49.98\|47.20\|27257;2026-04-28\|46.60\|-2.92\|47.57\|48.85\|46.60\|18892;2026-04-29\|47.47\|1.87\|46.60\|48.26\|46.30\|14405;2026-04-30\|46.63\|-1.77\|47.21\|47.33\|46.20\|12870;2026-05-06\|48.09\|3.13\|47.32\|48.75\|47.30\|17735;2026-05-07\|49.65\|3.24\|48.08\|50.46\|47.98\|26083;2026-05-08\|49.80\|0.30\|49.80\|50.87\|48.81\|22974;2026-05-11\|49.06\|-1.49\|50.08\|50.87\|48.91\|28384;2026-05-12\|47.63\|-2.91\|49.00\|49.18\|47.22\|22511;2026-05-13\|49.06\|3.00\|47.16\|49.67\|46.88\|18816;2026-05-14\|55.26\|12.64\|49.50\|56.41\|48.30\|89669;2026-05-15\|58.82\|6.44\|55.29\|60.57\|54.19\|82635;2026-05-18\|58.77\|-0.09\|58.00\|60.10\|55.51\|50030;2026-05-19\|57.91\|-1.46\|59.26\|59.99\|57.37\|48695;2026-05-20\|60.63\|4.70\|57.34\|60.78\|56.80\|43038;2026-05-21\|57.66\|-4.90\|60.23\|62.21\|57.16\|43599;2026-05-22\|58.69\|1.79\|57.66\|59.97\|56.77\|32243;2026-05-25\|60.46\|3.02\|58.72\|60.95\|57.80\|34768;2026-05-26\|63.26\|4.63\|60.50\|64.66\|59.81\|50865;2026-05-27\|58.25\|-7.92\|63.20\|63.88\|57.93\|41833;2026-05-28\|56.86\|-2.39\|58.55\|58.83\|54.52\|37776;2026-05-29\|51.71\|-9.06\|56.80\|57.09\|51.25\|33958;2026-06-01\|55.72\|7.75\|52.28\|56.60\|51.12\|40720;2026-06-02\|52.31\|-6.12\|55.00\|55.54\|50.84\|24163;2026-06-03\|52.70\|0.75\|52.30\|53.63\|51.00\|23196;2026-06-04\|49.81\|-5.48\|51.95\|52.46\|49.22\|28596;2026-06-05\|48.20\|-3.23\|49.81\|49.99\|47.70\|19440;2026-06-08\|44.06\|-8.59\|46.50\|47.84\|43.20\|35610;2026-06-09\|52.87\|20.00\|44.96\|52.87\|44.56\|57971;2026-06-10\|54.66\|3.39\|54.00\|57.47\|53.97\|76625;2026-06-11\|51.90\|-5.05\|55.04\|56.00\|51.80\|40169;2026-06-12\|50.77\|-2.18\|52.41\|55.77\|50.66\|36567;2026-06-15\|51.73\|1.89\|50.77\|53.94\|50.50\|27851;2026-06-16\|51.09\|-1.24\|51.63\|52.79\|50.00\|28564;2026-06-17\|49.97\|-2.19\|50.73\|51.08\|49.21\|26827;2026-06-18\|52.06\|4.18\|49.80\|53.47\|49.00\|27659;2026-06-22\|49.18\|-5.53\|51.99\|52.18\|47.51\|42651;2026-06-23\|47.80\|-2.81\|50.16\|50.41\|47.39\|20175;2026-06-24\|47.67\|-0.27\|46.60\|48.70\|44.88\|26548;2026-06-25\|46.51\|-2.43\|47.73\|47.73\|45.57\|25358;2026-06-26\|44.82\|-3.63\|46.01\|46.71\|44.20\|28296;2026-06-29\|42.92\|-4.24\|44.06\|45.15\|41.90\|24740;2026-06-30\|45.33\|5.62\|43.00\|45.69\|42.69\|22137;2026-07-01\|44.95\|-0.84\|45.33\|46.91\|44.70\|19003;2026-07-02\|45.00\|0.11\|45.20\|48.88\|44.41\|32901;2026-07-03\|42.80\|-4.89\|44.98\|45.09\|42.80\|21942;2026-07-06\|42.02\|-1.82\|42.54\|44.50\|41.85\|19690;2026-07-07\|37.80\|-10.04\|41.98\|41.98\|37.75\|33758;2026-07-08\|38.26\|1.22\|38.38\|38.89\|37.44\|22734;2026-07-09\|40.04\|4.65\|39.00\|40.29\|37.70\|22897;2026-07-10\|40.71\|1.67\|39.53\|41.85\|39.07\|2026933;2026-07-13\|38.91\|-4.42\|39.16\|40.35\|38.88\|243594
113531	英伟达推出全球首款完全开放的全模态物理AI模型	涨停揭秘：公司完成政务服务大模型、智能知识库问答系统、数字人等产品开发，全资子公司北明软件为华为多产品钻石级经销商；涨停缘由：政务AI智能化升级需求迫切，常山北明具备从底层算力（常山云）到上层应用的全栈服务能力，华为生态深度绑定强化竞争力；资金逻辑：资金偏好具备政企客户资源、AI产品矩阵完整且与头部科技厂商深度协同的标的，北明软件资质稀缺性获重估；风险提示：政务信息化项目回款周期长，大模型商业化变现路径仍需验证；华为合作份额存在竞争压力	1、公司研发完成了政务服务大模型、智能知识库问答系统、大模型应用开发平台、数字人等一系列产品； 2、全资子公司北明软件是华为重要的核心战略合作伙伴、华为多产品钻石级经销商，在数通、IT等多种产品具备五钻的交付能力，旗下拥有常山云数据中心	2026-03-03\|20.38\|0.39\|20.28\|20.80\|20.03\|538224;2026-03-04\|20.39\|0.05\|20.24\|20.68\|20.03\|413071;2026-03-05\|20.29\|-0.49\|20.66\|20.70\|20.23\|346005;2026-03-06\|21.07\|3.84\|20.20\|21.40\|20.06\|611995;2026-03-09\|21.42\|1.66\|20.60\|22.00\|20.49\|1012149;2026-03-10\|21.12\|-1.40\|21.43\|21.43\|21.05\|660840;2026-03-11\|21.13\|0.05\|21.01\|21.43\|20.98\|506057;2026-03-12\|20.58\|-2.60\|21.02\|21.25\|20.55\|452094;2026-03-13\|20.19\|-1.90\|20.48\|20.55\|20.15\|322329;2026-03-16\|20.25\|0.30\|20.10\|20.26\|19.92\|228187;2026-03-17\|20.03\|-1.09\|20.30\|20.48\|20.01\|255194;2026-03-18\|20.25\|1.10\|20.03\|20.35\|19.98\|237758;2026-03-19\|19.92\|-1.63\|19.99\|20.19\|19.90\|221734;2026-03-20\|18.47\|-7.28\|19.51\|19.67\|18.37\|629112;2026-03-23\|16.92\|-8.39\|18.00\|18.00\|16.81\|465695;2026-03-24\|17.35\|2.54\|17.42\|17.47\|16.82\|285076;2026-03-25\|17.69\|1.96\|17.30\|17.81\|17.25\|268208;2026-03-26\|17.05\|-3.62\|17.60\|17.67\|17.00\|261647;2026-03-27\|17.33\|1.64\|16.75\|17.36\|16.68\|195550;2026-03-30\|17.41\|0.46\|17.00\|17.45\|17.00\|180255;2026-03-31\|17.40\|-0.06\|17.40\|17.60\|17.27\|182013;2026-04-01\|17.55\|0.86\|17.65\|17.74\|17.46\|200759;2026-04-02\|17.17\|-2.17\|17.45\|17.54\|17.10\|165995;2026-04-03\|16.94\|-1.34\|17.38\|17.44\|16.94\|165337;2026-04-07\|16.98\|0.24\|16.94\|17.10\|16.90\|123156;2026-04-08\|17.82\|4.95\|17.25\|17.85\|17.25\|377598;2026-04-09\|17.47\|-1.96\|17.52\|17.67\|17.42\|212795;2026-04-10\|17.55\|0.46\|17.63\|17.77\|17.53\|188440;2026-04-13\|17.56\|0.06\|17.40\|17.64\|17.38\|136644;2026-04-14\|17.60\|0.23\|17.69\|17.82\|17.47\|191420;2026-04-15\|17.56\|-0.23\|17.66\|18.00\|17.50\|371148;2026-04-16\|17.83\|1.54\|17.48\|17.85\|17.45\|337329;2026-04-17\|17.81\|-0.11\|17.75\|17.88\|17.69\|210560;2026-04-20\|17.93\|0.67\|17.81\|18.06\|17.81\|253528;2026-04-21\|17.55\|-2.12\|17.88\|17.88\|17.50\|241488;2026-04-22\|18.10\|3.13\|17.53\|18.36\|17.33\|634741;2026-04-23\|18.39\|1.60\|17.93\|18.72\|17.90\|687486;2026-04-24\|18.84\|2.45\|18.18\|19.05\|18.14\|744509;2026-04-27\|18.41\|-2.28\|18.69\|18.76\|18.30\|455853;2026-04-28\|17.50\|-4.94\|18.23\|18.23\|17.41\|462699;2026-04-29\|17.36\|-0.80\|17.36\|17.58\|17.14\|324160;2026-04-30\|17.20\|-0.92\|17.12\|17.38\|17.12\|233859;2026-05-06\|17.75\|3.20\|17.27\|17.93\|17.27\|370592;2026-05-07\|17.77\|0.11\|17.76\|17.88\|17.55\|328524;2026-05-08\|17.93\|0.90\|17.60\|18.20\|17.46\|345068;2026-05-11\|17.77\|-0.89\|17.90\|18.06\|17.70\|274813;2026-05-12\|17.36\|-2.31\|17.78\|17.83\|17.35\|282676;2026-05-13\|17.73\|2.13\|17.31\|17.88\|17.24\|295052;2026-05-14\|17.07\|-3.72\|17.78\|17.85\|17.07\|331863;2026-05-15\|16.89\|-1.05\|17.07\|17.27\|16.86\|237528;2026-05-18\|16.58\|-1.84\|16.87\|16.99\|16.50\|274680;2026-05-19\|16.81\|1.39\|16.58\|16.84\|16.39\|200989;2026-05-20\|16.09\|-4.28\|16.76\|16.81\|16.05\|349574;2026-05-21\|15.42\|-4.16\|16.10\|16.25\|15.30\|398599;2026-05-22\|15.45\|0.19\|15.42\|15.52\|15.12\|244526;2026-05-25\|16.49\|6.73\|15.60\|16.91\|15.30\|600576;2026-05-26\|16.86\|2.24\|16.48\|17.37\|16.35\|612814;2026-05-27\|15.85\|-5.99\|16.50\|16.58\|15.82\|409115;2026-05-28\|15.84\|-0.06\|15.73\|15.97\|15.43\|248436;2026-05-29\|15.33\|-3.22\|15.86\|16.03\|15.32\|222000;2026-06-01\|15.90\|3.72\|15.25\|16.22\|15.25\|353297;2026-06-02\|15.42\|-3.02\|15.77\|15.81\|15.28\|236352;2026-06-03\|15.20\|-1.43\|15.49\|15.50\|15.14\|193276;2026-06-04\|14.51\|-4.54\|15.05\|15.10\|14.46\|313353;2026-06-05\|14.55\|0.28\|14.52\|14.95\|14.36\|225739;2026-06-08\|13.94\|-4.19\|14.11\|14.41\|13.74\|262980;2026-06-09\|15.30\|9.99\|14.05\|15.30\|13.81\|366229;2026-06-10\|15.45\|0.98\|15.36\|16.23\|15.18\|861021;2026-06-11\|14.92\|-3.43\|15.30\|15.50\|14.78\|484550;2026-06-12\|15.43\|3.42\|15.06\|15.78\|14.90\|613262;2026-06-15\|15.35\|-0.52\|15.27\|15.54\|15.16\|399350;2026-06-16\|15.00\|-2.28\|15.25\|15.25\|14.85\|336412;2026-06-17\|14.51\|-3.27\|14.80\|14.80\|14.42\|335664;2026-06-18\|14.52\|0.07\|14.46\|14.65\|14.22\|261804;2026-06-22\|14.74\|1.52\|14.41\|15.01\|14.03\|413676;2026-06-23\|14.42\|-2.17\|14.50\|14.87\|14.37\|278518;2026-06-24\|13.88\|-3.74\|14.36\|14.36\|13.81\|281223;2026-06-25\|13.28\|-4.32\|13.90\|14.03\|13.24\|338575;2026-06-26\|12.71\|-4.29\|13.18\|13.54\|12.68\|339879;2026-06-29\|12.73\|0.16\|12.65\|13.00\|12.48\|284258;2026-06-30\|12.90\|1.34\|12.64\|13.03\|12.49\|249629;2026-07-01\|13.15\|1.94\|12.83\|13.41\|12.80\|316552;2026-07-02\|13.04\|-0.84\|13.15\|13.78\|13.03\|370997;2026-07-03\|12.89\|-1.15\|13.01\|13.15\|12.85\|249272;2026-07-06\|12.94\|0.39\|12.98\|13.25\|12.65\|261399;2026-07-07\|12.54\|-3.09\|12.95\|12.98\|12.45\|204646;2026-07-08\|12.92\|3.03\|12.54\|13.02\|12.54\|354022;2026-07-09\|12.98\|0.46\|12.83\|13.00\|12.57\|325516;2026-07-10\|13.38\|3.08\|12.91\|13.72\|12.70\|566406;2026-07-13\|13.35\|-0.22\|13.30\|13.58\|13.20\|60589
113530	英伟达推出全球首款完全开放的全模态物理AI模型	AI语料+参股MiniMax+一季报增长行业原因：据上证报，国家数据局近日印发《关于推进行业高质量数据集建设行动的实施方案》，从国家层面首次对数据赋能人工智能发展作出系统性部署，圈定强基扩容、标注攻坚等六项专项行动。公司原因： 1、据2026年4月30日一季报，公司2026年一季度归母净利润2.39亿元，同比增长1240.47%，主要系公司投资的MiniMax稀宇科技股价波动导致其公允价值大幅增长所致。 2、据2026年3月31日年报，公司提供体系化、高标准的AI模型训练数据授权服务，拥有超7亿高质量、版权合规的多模态内容数据，已与阿里巴巴、腾讯、微软等多家企业签署合作协议。 3、据2026年3月31日年报，公司对国内领先的多模态大模型公司MiniMax稀宇科技进行战略投资并深度合作，MiniMax已于2026年1月完成港股上市。	参股公司MiniMax于1月9日在香港联交所上市	2026-03-03\|23.35\|-5.66\|24.75\|24.87\|23.22\|518526;2026-03-04\|23.30\|-0.21\|23.06\|23.90\|23.04\|344909;2026-03-05\|23.49\|0.82\|23.92\|23.99\|23.30\|288105;2026-03-06\|23.40\|-0.38\|23.29\|23.63\|23.28\|216595;2026-03-09\|23.51\|0.47\|22.82\|23.62\|22.71\|316265;2026-03-10\|23.68\|0.72\|23.87\|24.15\|23.50\|375955;2026-03-11\|23.06\|-2.62\|23.45\|23.58\|23.02\|320022;2026-03-12\|22.80\|-1.13\|23.02\|23.17\|22.69\|244552;2026-03-13\|22.11\|-3.03\|22.60\|22.69\|22.06\|286864;2026-03-16\|22.44\|1.49\|22.04\|22.44\|21.90\|259125;2026-03-17\|21.97\|-2.09\|22.42\|22.52\|21.90\|203899;2026-03-18\|22.35\|1.73\|22.00\|22.35\|21.81\|204479;2026-03-19\|21.88\|-2.10\|21.93\|22.15\|21.75\|216157;2026-03-20\|21.00\|-4.02\|21.88\|22.06\|21.00\|249524;2026-03-23\|19.91\|-5.19\|20.63\|20.75\|19.72\|312372;2026-03-24\|20.32\|2.06\|20.31\|20.39\|19.93\|221484;2026-03-25\|20.65\|1.62\|20.49\|20.80\|20.43\|211074;2026-03-26\|20.16\|-2.37\|20.57\|20.69\|20.09\|147980;2026-03-27\|20.55\|1.93\|20.03\|20.63\|19.91\|172255;2026-03-30\|20.60\|0.24\|20.18\|20.65\|20.09\|151407;2026-03-31\|20.07\|-2.57\|20.45\|20.64\|20.05\|211590;2026-04-01\|20.53\|2.29\|20.50\|20.56\|20.16\|223885;2026-04-02\|19.87\|-3.21\|20.41\|20.41\|19.78\|203746;2026-04-03\|19.16\|-3.57\|19.99\|20.02\|19.11\|183285;2026-04-07\|19.37\|1.10\|19.20\|19.52\|19.05\|128225;2026-04-08\|21.07\|8.78\|19.83\|21.09\|19.83\|463945;2026-04-09\|20.37\|-3.32\|20.56\|20.79\|20.30\|261929;2026-04-10\|20.52\|0.74\|20.70\|20.89\|20.51\|215694;2026-04-13\|20.48\|-0.19\|20.43\|20.62\|20.25\|137706;2026-04-14\|20.74\|1.27\|20.83\|20.88\|20.51\|189686;2026-04-15\|20.47\|-1.30\|20.87\|20.95\|20.40\|178775;2026-04-16\|20.85\|1.86\|20.59\|20.96\|20.59\|222334;2026-04-17\|21.02\|0.82\|20.73\|21.20\|20.65\|308718;2026-04-20\|21.47\|2.14\|21.07\|21.62\|20.80\|330845;2026-04-21\|21.05\|-1.96\|21.30\|21.48\|20.93\|229314;2026-04-22\|21.07\|0.10\|20.98\|21.07\|20.67\|199431;2026-04-23\|20.69\|-1.80\|20.93\|21.23\|20.60\|199567;2026-04-24\|20.41\|-1.35\|20.50\|20.69\|20.08\|204344;2026-04-27\|20.23\|-0.88\|20.40\|20.48\|19.92\|167290;2026-04-28\|19.78\|-2.22\|20.19\|20.19\|19.67\|244209;2026-04-29\|20.74\|4.85\|19.95\|21.05\|19.95\|364391;2026-04-30\|21.82\|5.21\|21.70\|22.37\|21.50\|826531;2026-05-06\|22.55\|3.35\|22.11\|22.69\|21.91\|668084;2026-05-07\|23.12\|2.53\|22.36\|23.45\|22.13\|743242;2026-05-08\|22.77\|-1.51\|23.22\|23.43\|22.68\|554761;2026-05-11\|22.64\|-0.57\|22.67\|23.18\|22.44\|456802;2026-05-12\|22.05\|-2.61\|22.44\|22.60\|21.95\|316649;2026-05-13\|22.46\|1.86\|22.45\|22.50\|21.96\|286543;2026-05-14\|21.48\|-4.36\|22.81\|22.98\|21.45\|336791;2026-05-15\|21.92\|2.05\|21.49\|22.68\|21.49\|428193;2026-05-18\|22.08\|0.73\|21.63\|22.25\|21.55\|286189;2026-05-19\|22.50\|1.90\|21.88\|22.83\|21.80\|408285;2026-05-20\|21.61\|-3.96\|22.30\|22.30\|21.47\|339702;2026-05-21\|20.57\|-4.81\|21.50\|21.88\|20.53\|338999;2026-05-22\|20.59\|0.10\|20.66\|20.80\|20.27\|242509;2026-05-25\|20.38\|-1.02\|20.71\|21.15\|20.18\|221847;2026-05-26\|20.03\|-1.72\|20.18\|20.27\|19.70\|221195;2026-05-27\|19.70\|-1.65\|20.25\|20.48\|19.61\|243833;2026-05-28\|19.74\|0.20\|19.57\|19.90\|19.08\|242980;2026-05-29\|20.59\|4.31\|19.92\|21.50\|19.92\|563068;2026-06-01\|22.65\|10.00\|21.65\|22.65\|21.38\|465318;2026-06-02\|23.19\|2.38\|23.17\|23.80\|22.07\|1332027;2026-06-03\|22.91\|-1.21\|22.65\|23.47\|22.50\|977485;2026-06-04\|23.20\|1.27\|22.55\|23.33\|22.32\|703188;2026-06-05\|24.31\|4.78\|23.15\|24.40\|22.86\|1180400;2026-06-08\|22.50\|-7.45\|23.10\|23.96\|22.50\|823465;2026-06-09\|24.75\|10.00\|23.12\|24.75\|22.30\|737053;2026-06-10\|23.95\|-3.23\|24.30\|25.46\|23.77\|1188931;2026-06-11\|21.56\|-9.98\|23.98\|24.11\|21.56\|884549;2026-06-12\|21.36\|-0.93\|21.59\|22.77\|21.17\|818572;2026-06-15\|22.25\|4.17\|21.42\|22.95\|21.38\|588921;2026-06-16\|21.52\|-3.28\|22.01\|22.10\|21.32\|506984;2026-06-17\|20.66\|-4.00\|21.21\|21.29\|20.44\|459917;2026-06-18\|21.70\|5.03\|20.67\|22.21\|20.54\|689299;2026-06-22\|23.02\|6.08\|21.67\|23.21\|21.36\|778328;2026-06-23\|22.36\|-2.87\|22.70\|23.16\|22.20\|473545;2026-06-24\|21.77\|-2.64\|22.21\|22.50\|21.18\|442592;2026-06-25\|21.01\|-3.49\|21.56\|21.70\|20.85\|367866;2026-06-26\|19.90\|-5.28\|20.71\|20.93\|19.75\|430656;2026-06-29\|19.57\|-1.66\|19.90\|20.44\|19.31\|337848;2026-06-30\|19.94\|1.89\|19.54\|20.06\|18.97\|331286;2026-07-01\|20.35\|2.06\|19.86\|20.76\|19.55\|370004;2026-07-02\|20.25\|-0.49\|20.67\|20.98\|19.96\|512902;2026-07-03\|19.45\|-3.95\|19.85\|19.99\|19.30\|426613;2026-07-06\|18.30\|-5.91\|19.15\|19.45\|18.28\|380087;2026-07-07\|18.28\|-0.11\|18.15\|18.52\|17.99\|212179;2026-07-08\|18.94\|3.61\|18.17\|18.95\|17.40\|396349;2026-07-09\|18.28\|-3.48\|18.49\|18.85\|17.92\|336363;2026-07-10\|18.50\|1.20\|17.90\|19.17\|17.66\|415819;2026-07-13\|17.97\|-2.86\|18.35\|18.60\|17.94\|59264
113529	英伟达推出全球首款完全开放的全模态物理AI模型	AI营销+字节概念+持股中书艺莲+VR文旅行业原因： 1、据证券时报，受Okta和Snowflake强劲业绩的推动，美股软件股上周大幅飙升，这表明一些公司抵御人工智能颠覆的能力超出了华尔街的预期。 2、据央视财经5月26日报道，近两年海外短剧市场快速扩张，AI为短剧出海带来新机遇。广州一家短剧今年AI短剧出海订单激增，相关成片产出同比增长5倍，预计全年增幅可达50倍。公司原因： 1、据2026年5月21日业绩说明会，字节跳动是公司主要供应商之一，公司代理销售包括今日头条、抖音等产品的信息流广告业务；据2025年年报，公司为客户提供基于今日头条、抖音等流量通道的精准广告投放及广告代运营服务。 2、据证券时报e公司2026年2月1日报道，李亚鹏为北京中书艺莲网络科技有限公司的法定代表人及实际控制人，而天地在线持有该公司16.67%的股权。双方曾在“国潮文创”直播专场等方面展开合作，中书艺莲旗下的“艺莲文创”也为李亚鹏的直播业务提供供应链支持与运营服务。 3、据2026年5月21日业绩说明会，公司构建“文化IP+VR体验+数字衍生”模式，推动VR大空间业务向文旅场景拓展，出品首部秦朝历史背景VR作品《尘封的帝国》获行业奖项，相关体验项目已在广州、北京等多地落地；据2025年年报，子公司启元天地凭该作品获金鸡虚拟现实电影季《年度最佳文化传播》等奖项。	公司在自身数字营销及虚拟数字业务的基础上，已尝试在AI数字人、企业AI助手等应用产品上探索布局，参股公司世优科技推出“世优波塔A 数字人智能体已与Deepseek的通用人工智能(AGI)能力结合	2026-03-03\|23.26\|-4.87\|24.72\|24.95\|23.23\|126146;2026-03-04\|23.26\|0.00\|23.00\|23.51\|22.96\|85860;2026-03-05\|23.31\|0.21\|23.69\|23.74\|23.16\|84219;2026-03-06\|23.37\|0.26\|23.18\|23.54\|23.14\|75828;2026-03-09\|23.70\|1.41\|22.93\|23.78\|22.80\|104827;2026-03-10\|23.74\|0.17\|23.87\|24.15\|23.64\|92964;2026-03-11\|23.29\|-1.90\|23.88\|23.92\|23.21\|74518;2026-03-12\|22.94\|-1.50\|23.31\|23.42\|22.90\|66923;2026-03-13\|22.52\|-1.83\|22.95\|23.04\|22.45\|69549;2026-03-16\|24.77\|9.99\|22.53\|24.77\|22.50\|202044;2026-03-17\|26.11\|5.41\|25.75\|26.90\|25.30\|455211;2026-03-18\|26.12\|0.04\|26.24\|26.69\|25.39\|273676;2026-03-19\|26.69\|2.18\|26.11\|27.19\|25.98\|330701;2026-03-20\|26.10\|-2.21\|26.10\|26.80\|25.40\|249196;2026-03-23\|23.49\|-10.00\|24.00\|24.50\|23.49\|44583;2026-03-24\|22.89\|-2.55\|21.60\|23.29\|21.21\|320896;2026-03-25\|22.45\|-1.92\|22.11\|23.55\|22.03\|257591;2026-03-26\|21.50\|-4.23\|22.63\|22.83\|21.33\|183636;2026-03-27\|23.65\|10.00\|21.39\|23.65\|21.13\|117469;2026-03-30\|22.42\|-5.20\|23.49\|23.49\|21.68\|207715;2026-03-31\|24.66\|9.99\|22.80\|24.66\|22.63\|133193;2026-04-01\|24.24\|-1.70\|25.20\|25.40\|24.00\|312016;2026-04-02\|23.28\|-3.96\|24.13\|24.24\|23.13\|180030;2026-04-03\|21.85\|-6.14\|23.69\|23.88\|21.84\|151796;2026-04-07\|22.51\|3.02\|22.11\|23.80\|21.92\|170257;2026-04-08\|24.76\|10.00\|23.18\|24.76\|22.76\|198345;2026-04-09\|24.84\|0.32\|24.75\|25.28\|24.16\|301417;2026-04-10\|24.21\|-2.54\|25.11\|25.20\|24.21\|176523;2026-04-13\|24.16\|-0.21\|24.26\|24.33\|23.87\|123198;2026-04-14\|24.31\|0.62\|24.41\|24.65\|24.01\|169000;2026-04-15\|23.32\|-4.07\|24.29\|24.29\|23.24\|155893;2026-04-16\|24.23\|3.90\|23.73\|24.39\|23.29\|176267;2026-04-17\|23.89\|-1.40\|24.05\|24.09\|23.33\|125582;2026-04-20\|24.25\|1.51\|23.70\|24.35\|23.53\|132324;2026-04-21\|23.64\|-2.52\|24.02\|24.10\|23.40\|105292;2026-04-22\|23.02\|-2.62\|23.60\|23.60\|22.66\|99295;2026-04-23\|22.37\|-2.82\|23.00\|23.30\|22.18\|100754;2026-04-24\|21.77\|-2.68\|22.02\|22.36\|21.26\|100618;2026-04-27\|21.68\|-0.41\|21.56\|21.82\|20.81\|83839;2026-04-28\|21.02\|-3.04\|21.58\|21.58\|20.84\|74646;2026-04-29\|21.83\|3.85\|21.05\|22.32\|21.05\|115723;2026-04-30\|22.40\|2.61\|21.80\|22.56\|21.79\|91718;2026-05-06\|22.65\|1.12\|22.50\|22.80\|22.45\|75425;2026-05-07\|23.51\|3.80\|22.70\|23.51\|22.56\|115995;2026-05-08\|23.58\|0.30\|23.51\|23.94\|23.43\|102236;2026-05-11\|23.38\|-0.85\|23.62\|23.95\|23.28\|84472;2026-05-12\|22.95\|-1.84\|23.40\|23.54\|22.78\|59769;2026-05-13\|22.88\|-0.30\|22.87\|23.14\|22.68\|55424;2026-05-14\|22.06\|-3.58\|23.04\|23.90\|21.95\|65417;2026-05-15\|22.42\|1.63\|22.06\|24.04\|22.03\|137343;2026-05-18\|22.26\|-0.71\|22.33\|22.77\|22.03\|70441;2026-05-19\|22.58\|1.44\|22.36\|23.50\|22.02\|107989;2026-05-20\|21.70\|-3.90\|22.31\|22.54\|21.59\|90080;2026-05-21\|20.40\|-5.99\|21.60\|21.82\|20.36\|80403;2026-05-22\|20.09\|-1.52\|20.41\|20.65\|20.01\|61243;2026-05-25\|19.64\|-2.24\|20.09\|20.60\|19.42\|63219;2026-05-26\|19.03\|-3.11\|19.41\|19.47\|18.70\|61614;2026-05-27\|18.86\|-0.89\|19.03\|19.32\|18.71\|57322;2026-05-28\|20.75\|10.02\|20.70\|20.75\|20.70\|45072;2026-05-29\|22.83\|10.02\|21.50\|22.83\|21.30\|187081;2026-06-01\|25.11\|9.99\|22.83\|25.11\|21.86\|296849;2026-06-02\|26.00\|3.54\|27.43\|27.62\|24.41\|520825;2026-06-03\|25.03\|-3.73\|24.58\|25.96\|24.58\|380774;2026-06-04\|23.62\|-5.63\|24.82\|25.39\|23.23\|300380;2026-06-05\|22.49\|-4.78\|23.78\|24.00\|22.26\|227702;2026-06-08\|21.40\|-4.85\|21.00\|22.14\|20.98\|182216;2026-06-09\|23.54\|10.00\|21.62\|23.54\|21.11\|120061;2026-06-10\|22.74\|-3.40\|23.04\|23.82\|22.30\|193996;2026-06-11\|21.92\|-3.61\|22.46\|22.65\|21.50\|132824;2026-06-12\|21.60\|-1.46\|22.37\|22.40\|21.48\|111163;2026-06-15\|21.78\|0.83\|21.68\|22.60\|21.41\|114582;2026-06-16\|21.50\|-1.29\|21.57\|21.57\|20.76\|108123;2026-06-17\|20.49\|-4.70\|21.31\|21.31\|20.37\|100779;2026-06-18\|20.30\|-0.93\|20.50\|20.96\|20.04\|101020;2026-06-22\|20.57\|1.33\|20.10\|20.60\|19.77\|102423;2026-06-23\|19.63\|-4.57\|20.37\|20.37\|19.55\|73953;2026-06-24\|19.19\|-2.24\|19.50\|19.63\|18.80\|70674;2026-06-25\|18.35\|-4.38\|19.00\|19.17\|18.27\|74275;2026-06-26\|17.68\|-3.65\|18.08\|18.13\|17.31\|74740;2026-06-29\|17.30\|-2.15\|17.57\|17.94\|17.04\|70112;2026-06-30\|17.68\|2.20\|17.31\|18.26\|17.08\|77032;2026-07-01\|17.89\|1.19\|17.51\|18.23\|17.33\|74847;2026-07-02\|19.68\|10.01\|18.50\|19.68\|18.36\|65093;2026-07-03\|17.83\|-9.40\|19.28\|19.28\|17.71\|270259;2026-07-06\|16.88\|-5.33\|17.48\|17.94\|16.88\|153030;2026-07-07\|16.28\|-3.55\|17.04\|17.15\|16.20\|107380;2026-07-08\|16.10\|-1.11\|16.19\|16.41\|15.87\|79203;2026-07-09\|16.25\|0.93\|15.89\|16.47\|15.70\|92906;2026-07-10\|16.78\|3.26\|16.06\|17.40\|15.94\|129292;2026-07-13\|16.33\|-2.68\|16.55\|16.89\|16.30\|16529
113528	英伟达推出全球首款完全开放的全模态物理AI模型	涨停揭秘：公司提出‘AI专网’战略并在全球峰会展示完整闭环能力，子公司诺赛特为天通卫星终端整机供应商之一；涨停缘由：AI与专网通信融合趋势明确，海能达率先构建‘前端采集—中端分析—后端应用’AI专网架构，卫星通信+AI双重赛道打开成长空间；资金逻辑：资金关注具备技术壁垒、国际化布局及明确AI转型路径的通信设备商，卫星+AI双主题共振提升市场关注度；风险提示：AI专网商业化尚处推广期，大规模订单落地需时间；卫星业务受政府采购节奏影响较大	1、公司于2025年战略性提出“AI专网”发展理念，并在2026年5月举行的全球合作伙伴峰会HGPS上面向来自海外60多个国家和地区的500余位合作伙伴，全面展示公司的“AI专网”战略，把AI作为核心发展动力，全面应用到终端设备、网络基础设施与指挥调度平台当中，形成“前端智能采集—中端AI分析—后端智能应用”的完整闭环； 2、公司是天通卫星终端整机供应商之一，子公司诺赛特拥有40多年卫星地面终端的行业经验，具备全球领先的卫星地面终端的研发、生产和销售能力，为各行业客户提供卫星微波元器件、多种卫星通信终端及	2026-03-03\|10.93\|-4.62\|11.35\|11.38\|10.92\|518454;2026-03-04\|10.92\|-0.09\|10.78\|11.03\|10.74\|255140;2026-03-05\|11.13\|1.92\|10.98\|11.24\|10.98\|321281;2026-03-06\|11.24\|0.99\|11.05\|11.24\|11.02\|261115;2026-03-09\|11.21\|-0.27\|11.15\|11.32\|11.10\|293996;2026-03-10\|11.24\|0.27\|11.22\|11.32\|11.15\|265246;2026-03-11\|11.18\|-0.53\|11.26\|11.42\|11.17\|350641;2026-03-12\|10.97\|-1.88\|11.12\|11.15\|10.94\|299646;2026-03-13\|11.12\|1.37\|10.96\|11.25\|10.82\|319645;2026-03-16\|11.00\|-1.08\|11.09\|11.09\|10.94\|191405;2026-03-17\|10.89\|-1.00\|11.01\|11.03\|10.88\|164738;2026-03-18\|10.92\|0.28\|10.87\|10.94\|10.75\|183502;2026-03-19\|10.73\|-1.74\|10.92\|10.92\|10.72\|168357;2026-03-20\|10.24\|-4.57\|10.66\|10.76\|10.23\|339584;2026-03-23\|9.53\|-6.93\|10.00\|10.03\|9.50\|346765;2026-03-24\|9.82\|3.04\|9.71\|9.83\|9.56\|205533;2026-03-25\|9.98\|1.63\|9.89\|10.05\|9.85\|170737;2026-03-26\|9.76\|-2.20\|9.98\|10.03\|9.72\|155671;2026-03-27\|10.28\|5.33\|9.66\|10.72\|9.63\|453032;2026-03-30\|10.09\|-1.85\|10.01\|10.15\|9.93\|236493;2026-03-31\|9.98\|-1.09\|10.00\|10.16\|9.98\|154467;2026-04-01\|10.05\|0.70\|10.15\|10.18\|9.98\|131368;2026-04-02\|9.86\|-1.89\|10.00\|10.04\|9.82\|147545;2026-04-03\|10.11\|2.54\|9.94\|10.42\|9.72\|338356;2026-04-07\|10.17\|0.59\|9.98\|10.25\|9.98\|212040;2026-04-08\|10.46\|2.85\|10.30\|10.52\|10.22\|366135;2026-04-09\|10.47\|0.10\|10.36\|10.63\|10.31\|324442;2026-04-10\|10.51\|0.38\|10.45\|10.61\|10.45\|251145;2026-04-13\|10.82\|2.95\|10.41\|10.87\|10.40\|397854;2026-04-14\|10.80\|-0.18\|10.85\|10.91\|10.71\|293985;2026-04-15\|10.78\|-0.19\|10.78\|10.98\|10.72\|360079;2026-04-16\|10.85\|0.65\|10.73\|10.88\|10.65\|266717;2026-04-17\|10.85\|0.00\|10.80\|10.91\|10.79\|205938;2026-04-20\|10.89\|0.37\|10.83\|10.95\|10.81\|221384;2026-04-21\|10.67\|-2.02\|10.88\|10.88\|10.66\|220467;2026-04-22\|10.80\|1.22\|10.61\|10.82\|10.58\|179056;2026-04-23\|10.59\|-1.94\|10.73\|10.84\|10.58\|197860;2026-04-24\|10.33\|-2.46\|10.58\|10.62\|10.32\|207849;2026-04-27\|10.49\|1.55\|10.28\|10.53\|10.28\|193351;2026-04-28\|10.21\|-2.67\|10.42\|10.48\|10.16\|189156;2026-04-29\|10.23\|0.20\|10.16\|10.39\|10.16\|156235;2026-04-30\|9.94\|-2.83\|10.03\|10.19\|9.85\|343205;2026-05-06\|10.04\|1.01\|10.00\|10.22\|10.00\|267080;2026-05-07\|10.04\|0.00\|10.08\|10.14\|9.96\|229704;2026-05-08\|10.18\|1.39\|10.00\|10.23\|9.93\|304568;2026-05-11\|10.03\|-1.47\|10.20\|10.28\|9.97\|325890;2026-05-12\|10.01\|-0.20\|10.04\|10.29\|9.97\|359928;2026-05-13\|10.07\|0.60\|9.96\|10.25\|9.94\|298524;2026-05-14\|9.75\|-3.18\|10.02\|10.12\|9.75\|373899;2026-05-15\|9.57\|-1.85\|9.77\|9.81\|9.54\|278671;2026-05-18\|9.40\|-1.78\|9.51\|9.55\|9.34\|229155;2026-05-19\|9.42\|0.21\|9.36\|9.44\|9.22\|259453;2026-05-20\|9.10\|-3.40\|9.39\|9.40\|9.08\|269917;2026-05-21\|8.89\|-2.31\|9.12\|9.22\|8.88\|260935;2026-05-22\|8.95\|0.67\|9.01\|9.06\|8.82\|175155;2026-05-25\|8.99\|0.45\|8.94\|9.05\|8.81\|180427;2026-05-26\|8.92\|-0.78\|8.94\|9.07\|8.80\|176070;2026-05-27\|8.58\|-3.81\|8.84\|8.94\|8.54\|272922;2026-05-28\|8.58\|0.00\|8.55\|8.63\|8.31\|274100;2026-05-29\|8.38\|-2.33\|8.56\|8.62\|8.38\|217448;2026-06-01\|8.44\|0.72\|8.31\|8.54\|8.27\|218306;2026-06-02\|8.27\|-2.01\|8.43\|8.47\|8.20\|206184;2026-06-03\|8.31\|0.48\|8.27\|8.50\|8.19\|249148;2026-06-04\|8.27\|-0.48\|8.21\|8.38\|8.21\|194869;2026-06-05\|8.75\|5.80\|8.27\|9.02\|8.24\|638531;2026-06-08\|8.54\|-2.40\|8.50\|8.72\|8.31\|452411;2026-06-09\|9.39\|9.95\|8.55\|9.39\|8.47\|597105;2026-06-10\|9.04\|-3.73\|9.39\|9.48\|8.98\|801714;2026-06-11\|9.28\|2.65\|8.97\|9.30\|8.80\|641014;2026-06-12\|9.55\|2.91\|9.28\|10.18\|9.15\|758447;2026-06-15\|9.50\|-0.52\|9.40\|9.62\|9.33\|466819;2026-06-16\|9.17\|-3.47\|9.40\|9.41\|9.10\|398917;2026-06-17\|8.84\|-3.60\|9.08\|9.14\|8.82\|367579;2026-06-18\|8.70\|-1.58\|8.78\|8.85\|8.55\|264146;2026-06-22\|8.65\|-0.57\|8.65\|8.85\|8.39\|322195;2026-06-23\|8.81\|1.85\|8.57\|9.12\|8.51\|423919;2026-06-24\|8.37\|-4.99\|8.62\|8.69\|8.33\|320488;2026-06-25\|8.37\|0.00\|8.39\|8.59\|8.28\|250478;2026-06-26\|8.00\|-4.42\|8.31\|8.38\|7.97\|282003;2026-06-29\|7.68\|-4.00\|7.90\|7.99\|7.60\|287143;2026-06-30\|7.69\|0.13\|7.67\|7.88\|7.63\|194922;2026-07-01\|8.03\|4.42\|7.71\|8.08\|7.66\|295565;2026-07-02\|7.91\|-1.49\|8.03\|8.06\|7.90\|208827;2026-07-03\|8.00\|1.14\|7.89\|8.12\|7.88\|201033;2026-07-06\|8.01\|0.12\|7.97\|8.20\|7.96\|166244;2026-07-07\|7.87\|-1.75\|8.01\|8.01\|7.86\|140954;2026-07-08\|7.89\|0.25\|7.81\|7.93\|7.80\|107782;2026-07-09\|8.07\|2.28\|7.85\|8.12\|7.81\|180142;2026-07-10\|8.24\|2.11\|8.07\|8.42\|7.99\|290802;2026-07-13\|8.05\|-2.31\|8.18\|8.19\|8.04\|38631
113527	英伟达推出全球首款完全开放的全模态物理AI模型	智谱AI+水务机器狗+生态水利 1、据2026年4月23日年报，公司联合智谱AI发布国内首个海洋生态修复垂直大模型ShorelineGLM，已在厦门观音山海岸线完成试点验证。 2、据2026年4月23日年报，公司具身智能水务巡检“机器狗”已在南水北调大宁管理处中堤泵站投入试运行，承担日常巡检、数据采集、异常识别等关键运维任务。 3、据2026年6月4日公告，公司成功中标密云区“500万以下沟道护村段修复工程项目”，中标金额1497.79万元，是公司深耕密云市场取得的重要突破。 4、据2026年4月23日年报，2026年2月公司已与北京市密云区人民政府签署战略合作协议，围绕水安全保障、智慧水务等领域开展深度合作，并完成注册地变更。	国内领先的生态环境科技运营商；与智谱AI签署了战略合作协议，携手推进AI大模型在生态环保及水务领域的创新应用	2026-03-03\|13.36\|-4.09\|13.87\|14.15\|13.26\|95829;2026-03-04\|13.86\|3.74\|13.11\|14.05\|13.10\|91323;2026-03-05\|13.85\|-0.07\|14.13\|14.20\|13.69\|81959;2026-03-06\|14.15\|2.17\|13.86\|14.38\|13.83\|81366;2026-03-09\|14.10\|-0.35\|13.88\|14.13\|13.70\|51968;2026-03-10\|14.24\|0.99\|14.15\|14.44\|14.11\|44769;2026-03-11\|13.73\|-3.58\|14.35\|14.35\|13.65\|66643;2026-03-12\|13.35\|-2.77\|13.66\|13.83\|13.32\|44090;2026-03-13\|14.04\|5.17\|13.32\|14.15\|13.32\|80318;2026-03-16\|13.96\|-0.57\|14.00\|14.18\|13.57\|57659;2026-03-17\|13.65\|-2.22\|14.00\|14.20\|13.58\|49916;2026-03-18\|13.60\|-0.37\|13.80\|13.80\|13.42\|25146;2026-03-19\|13.33\|-1.99\|13.56\|13.56\|13.26\|33531;2026-03-20\|12.60\|-5.48\|13.29\|13.49\|12.59\|43796;2026-03-23\|11.70\|-7.14\|12.38\|12.51\|11.58\|70102;2026-03-24\|12.28\|4.96\|11.95\|12.28\|11.76\|38468;2026-03-25\|12.24\|-0.33\|12.36\|12.49\|12.14\|35102;2026-03-26\|11.93\|-2.53\|12.39\|12.40\|11.81\|28286;2026-03-27\|12.07\|1.17\|11.98\|12.14\|11.78\|23528;2026-03-30\|12.01\|-0.50\|12.15\|12.15\|11.76\|23010;2026-03-31\|11.60\|-3.41\|12.14\|12.15\|11.52\|41649;2026-04-01\|11.82\|1.90\|11.85\|11.88\|11.60\|26956;2026-04-02\|11.46\|-3.05\|11.80\|11.80\|11.32\|23255;2026-04-03\|11.08\|-3.32\|11.66\|11.66\|10.95\|23429;2026-04-07\|11.37\|2.62\|11.06\|11.40\|10.97\|28382;2026-04-08\|11.72\|3.08\|11.70\|11.76\|11.54\|24021;2026-04-09\|11.24\|-4.10\|11.72\|11.79\|11.07\|58382;2026-04-10\|12.36\|9.96\|11.46\|12.36\|11.32\|69116;2026-04-13\|12.20\|-1.29\|12.35\|12.35\|11.73\|104381;2026-04-14\|12.51\|2.54\|12.20\|12.64\|12.02\|81714;2026-04-15\|12.42\|-0.72\|12.60\|12.78\|12.29\|48316;2026-04-16\|13.22\|6.44\|12.48\|13.37\|12.32\|73158;2026-04-17\|13.05\|-1.29\|13.04\|13.53\|12.93\|57943;2026-04-20\|13.68\|4.83\|13.27\|13.74\|12.80\|60619;2026-04-21\|13.85\|1.24\|13.61\|14.07\|13.61\|64311;2026-04-22\|13.68\|-1.23\|13.93\|13.95\|13.56\|50930;2026-04-23\|13.68\|0.00\|13.68\|13.93\|13.57\|51134;2026-04-24\|14.04\|2.63\|13.54\|14.23\|13.52\|61741;2026-04-27\|14.18\|1.00\|14.10\|14.35\|13.80\|56232;2026-04-28\|14.26\|0.56\|14.35\|14.50\|14.01\|52852;2026-04-29\|14.47\|1.47\|14.07\|15.69\|13.90\|241168;2026-04-30\|14.19\|-1.94\|14.41\|14.70\|14.19\|129861;2026-05-06\|14.32\|0.92\|14.33\|14.62\|14.00\|86704;2026-05-07\|15.40\|7.54\|14.22\|15.65\|14.19\|119032;2026-05-08\|15.88\|3.12\|15.51\|16.01\|14.90\|122259;2026-05-11\|15.88\|0.00\|15.99\|16.41\|15.82\|90451;2026-05-12\|15.43\|-2.83\|15.87\|15.89\|15.36\|68763;2026-05-13\|16.17\|4.80\|15.67\|16.66\|15.18\|111190;2026-05-14\|15.88\|-1.79\|16.28\|16.98\|15.76\|113963;2026-05-15\|16.46\|3.65\|16.18\|16.69\|15.91\|90465;2026-05-18\|16.12\|-2.07\|16.60\|16.60\|15.84\|76717;2026-05-19\|16.41\|1.80\|16.10\|16.50\|15.90\|59229;2026-05-20\|15.89\|-3.17\|16.48\|16.50\|15.71\|58908;2026-05-21\|15.76\|-0.82\|15.74\|16.68\|15.70\|76295;2026-05-22\|16.18\|2.67\|15.76\|16.35\|15.76\|47093;2026-05-25\|15.20\|-6.06\|16.22\|16.49\|15.11\|78458;2026-05-26\|13.68\|-10.00\|15.20\|15.40\|13.68\|97357;2026-05-27\|12.69\|-7.24\|13.83\|13.84\|12.31\|161723;2026-05-28\|13.18\|3.86\|12.74\|13.70\|11.45\|114402;2026-05-29\|11.86\|-10.02\|13.13\|13.46\|11.86\|91800;2026-06-01\|12.38\|4.38\|12.01\|12.69\|11.74\|115055;2026-06-02\|11.63\|-6.06\|12.38\|12.65\|11.61\|79126;2026-06-03\|11.38\|-2.15\|11.80\|11.99\|11.22\|68835;2026-06-04\|11.07\|-2.72\|11.49\|11.56\|11.01\|49434;2026-06-05\|11.08\|0.09\|11.18\|11.31\|10.65\|64005;2026-06-08\|10.31\|-6.95\|11.13\|11.27\|10.10\|73714;2026-06-09\|11.34\|9.99\|10.45\|11.34\|10.45\|52321;2026-06-10\|10.50\|-7.41\|11.14\|11.23\|10.26\|163010;2026-06-11\|11.55\|10.00\|10.55\|11.55\|10.40\|85357;2026-06-12\|10.90\|-5.63\|11.40\|11.90\|10.54\|249204;2026-06-15\|10.60\|-2.75\|10.69\|10.75\|10.32\|162627;2026-06-16\|10.78\|1.70\|10.45\|10.94\|10.11\|173344;2026-06-17\|10.78\|0.00\|10.78\|11.09\|10.42\|142688;2026-06-18\|11.07\|2.69\|10.70\|11.86\|10.70\|211328;2026-06-22\|12.18\|10.03\|10.90\|12.18\|10.82\|121108;2026-06-23\|13.40\|10.02\|13.40\|13.40\|12.83\|66205;2026-06-24\|14.74\|10.00\|14.20\|14.74\|13.54\|298248;2026-06-25\|14.70\|-0.27\|14.28\|15.36\|14.08\|258453;2026-06-26\|14.51\|-1.29\|14.40\|14.80\|14.20\|138578;2026-06-29\|15.77\|8.68\|14.95\|15.96\|14.76\|216465;2026-06-30\|16.48\|4.50\|15.62\|16.68\|15.31\|180508;2026-07-01\|15.83\|-3.94\|16.48\|16.69\|15.65\|114182;2026-07-02\|15.89\|0.38\|15.79\|16.14\|15.40\|87651;2026-07-03\|15.07\|-5.16\|15.74\|16.08\|14.99\|73135;2026-07-06\|13.92\|-7.63\|15.20\|15.44\|13.76\|76065;2026-07-07\|13.62\|-2.16\|13.83\|14.41\|13.31\|78040;2026-07-08\|12.90\|-5.29\|13.70\|13.71\|12.77\|59726;2026-07-09\|12.92\|0.15\|12.64\|13.19\|12.30\|62638;2026-07-10\|12.93\|0.08\|12.72\|13.72\|12.60\|58062;2026-07-13\|12.36\|-4.41\|12.88\|13.05\|12.31\|8916
113526	英伟达推出全球首款完全开放的全模态物理AI模型	视觉AI+多模态大模型+机器人概念 1、据2026年6月9日证券日报报道，格灵深瞳CEO吴一洲阐述公司“2+X”战略新范式，强调从项目交付转向AI原生产品体系，推动视觉AI能力跨场景复制；公司新一代视觉基础模型Glint-MVT v2.0已实现图像与视频统一编码处理，在全帧率分析下效率提升5倍，显著降低运行成本。 2、据2026年4月25日年报，公司专注于计算机视觉、多模态大模型与机器人技术融合，自主研发的多模态大模型作为机器人“大脑”向具身智能靠拢，机器人虚拟示教及遥感技术已应用于轨交运维等工业检测场景。 3、据2026年4月25日年报及2026年一季报，公司2025年营收同比增长32.61%，2026年一季度营收同比增长170.87%，显示战略转型初显成效。	公司深耕视觉算法与多模态大模型，致力于推动AI在真实业务场景中的规模化应用，专注于将先进的计算机视觉、多模态大模型、大数据分析和机器人等技术与应用场景深度融合，构建了从模型算法、AI基础设施产品到解决方案服务的端到端体系，已将实时定位与建图、机械臂视觉反馈、机器人路径规划等具身智能技术运用于工业检测机器人，室内定位精度达毫米级，机器人可实现1m/s无碰撞运动	2026-03-03\|15.56\|-8.36\|16.88\|17.06\|15.55\|103950;2026-03-04\|15.35\|-1.35\|15.32\|15.66\|15.16\|67699;2026-03-05\|15.67\|2.08\|15.91\|15.94\|15.60\|51377;2026-03-06\|15.98\|1.98\|15.69\|16.10\|15.63\|40751;2026-03-09\|16.99\|6.32\|15.78\|17.23\|15.49\|110997;2026-03-10\|17.00\|0.06\|17.20\|17.39\|16.79\|90626;2026-03-11\|16.57\|-2.53\|16.99\|17.15\|16.56\|55576;2026-03-12\|16.54\|-0.18\|16.59\|17.04\|16.42\|66996;2026-03-13\|15.93\|-3.69\|16.38\|16.53\|15.87\|60556;2026-03-16\|15.98\|0.31\|15.80\|15.99\|15.54\|41436;2026-03-17\|15.47\|-3.19\|16.00\|16.05\|15.42\|51002;2026-03-18\|16.14\|4.33\|15.54\|16.18\|15.45\|55254;2026-03-19\|15.78\|-2.23\|16.18\|16.18\|15.71\|52167;2026-03-20\|14.97\|-5.13\|15.71\|15.89\|14.95\|74180;2026-03-23\|13.80\|-7.82\|14.69\|14.69\|13.63\|82782;2026-03-24\|14.25\|3.26\|14.31\|14.31\|13.70\|53354;2026-03-25\|14.36\|0.77\|14.22\|14.56\|14.22\|38289;2026-03-26\|13.84\|-3.62\|14.36\|14.51\|13.79\|41130;2026-03-27\|14.11\|1.95\|13.86\|14.19\|13.71\|32021;2026-03-30\|14.10\|-0.07\|13.90\|14.14\|13.66\|34374;2026-03-31\|13.87\|-1.63\|14.12\|14.35\|13.81\|35706;2026-04-01\|14.20\|2.38\|14.16\|14.28\|14.05\|35975;2026-04-02\|13.62\|-4.08\|14.18\|14.18\|13.52\|50645;2026-04-03\|13.46\|-1.17\|13.67\|13.89\|13.38\|35193;2026-04-07\|13.52\|0.45\|13.49\|13.64\|13.35\|25668;2026-04-08\|14.58\|7.84\|13.90\|14.63\|13.90\|65072;2026-04-09\|14.15\|-2.95\|14.42\|14.54\|14.07\|53546;2026-04-10\|14.39\|1.70\|14.37\|14.61\|14.21\|39618;2026-04-13\|14.38\|-0.07\|14.20\|14.48\|14.20\|25041;2026-04-14\|14.58\|1.39\|14.60\|14.78\|14.41\|31483;2026-04-15\|14.38\|-1.37\|14.73\|14.76\|14.33\|33961;2026-04-16\|14.72\|2.36\|14.37\|14.77\|14.37\|39998;2026-04-17\|14.62\|-0.68\|14.64\|14.76\|14.48\|31060;2026-04-20\|14.60\|-0.14\|14.71\|14.75\|14.53\|36653;2026-04-21\|14.30\|-2.05\|14.43\|14.57\|14.19\|34432;2026-04-22\|14.47\|1.19\|14.28\|14.51\|14.17\|33458;2026-04-23\|14.16\|-2.14\|14.36\|14.56\|14.08\|32888;2026-04-24\|14.37\|1.48\|14.21\|14.53\|13.95\|44970;2026-04-27\|14.85\|3.34\|14.61\|14.89\|14.16\|59810;2026-04-28\|14.50\|-2.36\|14.77\|14.79\|14.42\|45584;2026-04-29\|14.71\|1.45\|14.53\|14.95\|14.43\|40626;2026-04-30\|15.08\|2.52\|14.57\|15.18\|14.57\|42854;2026-05-06\|15.85\|5.11\|15.15\|16.04\|15.15\|89234;2026-05-07\|15.90\|0.32\|15.85\|16.00\|15.63\|55907;2026-05-08\|16.54\|4.03\|16.00\|16.92\|15.93\|91723;2026-05-11\|16.66\|0.73\|16.52\|16.92\|16.25\|78164;2026-05-12\|16.77\|0.66\|16.69\|17.11\|16.46\|81500;2026-05-13\|17.31\|3.22\|16.78\|17.80\|16.42\|107479;2026-05-14\|17.18\|-0.75\|17.30\|17.61\|17.00\|82788;2026-05-15\|16.99\|-1.11\|17.25\|17.48\|16.85\|58400;2026-05-18\|17.77\|4.59\|16.89\|18.02\|16.80\|93642;2026-05-19\|17.86\|0.51\|17.77\|18.43\|17.40\|68403;2026-05-20\|17.26\|-3.36\|17.40\|17.70\|16.92\|116619;2026-05-21\|16.23\|-5.97\|17.26\|17.50\|16.16\|121972;2026-05-22\|18.05\|11.21\|16.23\|19.46\|16.04\|263891;2026-05-25\|17.95\|-0.55\|18.03\|18.64\|17.68\|179059;2026-05-26\|17.55\|-2.23\|17.78\|18.23\|17.27\|136488;2026-05-27\|16.95\|-3.42\|17.55\|17.57\|16.83\|99169;2026-05-28\|16.94\|-0.06\|16.98\|17.43\|16.61\|93274;2026-05-29\|15.49\|-8.56\|16.90\|17.18\|15.38\|112947;2026-06-01\|15.80\|2.00\|15.44\|16.09\|15.31\|120180;2026-06-02\|15.10\|-4.43\|15.74\|16.02\|15.02\|92244;2026-06-03\|14.86\|-1.59\|15.00\|15.47\|14.72\|80835;2026-06-04\|14.40\|-3.10\|14.70\|14.80\|14.33\|71171;2026-06-05\|14.53\|0.90\|14.48\|14.85\|13.95\|104914;2026-06-08\|17.44\|20.03\|14.20\|17.44\|14.02\|212165;2026-06-09\|20.93\|20.01\|17.47\|20.93\|17.47\|481263;2026-06-10\|19.14\|-8.55\|19.78\|20.50\|18.36\|564339;2026-06-11\|18.07\|-5.59\|19.07\|19.07\|17.79\|316680;2026-06-12\|17.91\|-0.89\|18.33\|19.95\|17.70\|316476;2026-06-15\|18.02\|0.61\|17.91\|18.14\|17.61\|238146;2026-06-16\|20.24\|12.32\|17.86\|20.79\|17.46\|392381;2026-06-17\|21.73\|7.36\|19.63\|22.30\|19.50\|366843;2026-06-18\|21.13\|-2.76\|21.50\|21.69\|20.70\|247086;2026-06-22\|21.78\|3.08\|21.55\|21.93\|20.72\|255747;2026-06-23\|20.08\|-7.81\|21.39\|21.39\|20.00\|210305;2026-06-24\|20.07\|-0.05\|20.00\|20.36\|19.31\|183620;2026-06-25\|18.93\|-5.68\|19.84\|20.30\|18.60\|214894;2026-06-26\|19.20\|1.43\|18.71\|20.17\|18.45\|221971;2026-06-29\|20.25\|5.47\|18.98\|20.88\|18.84\|296206;2026-06-30\|20.10\|-0.74\|20.00\|20.32\|19.60\|211741;2026-07-01\|22.59\|12.39\|20.00\|22.94\|19.89\|387770;2026-07-02\|22.58\|-0.04\|21.92\|24.50\|21.62\|352927;2026-07-03\|22.84\|1.15\|22.75\|24.09\|22.39\|347035;2026-07-06\|21.00\|-8.06\|22.30\|22.50\|20.92\|263315;2026-07-07\|20.10\|-4.29\|20.89\|21.57\|19.84\|184589;2026-07-08\|19.52\|-2.89\|20.30\|20.58\|19.40\|182288;2026-07-09\|23.06\|18.14\|19.30\|23.41\|19.12\|347882;2026-07-10\|22.68\|-1.65\|23.60\|24.50\|22.64\|28528851;2026-07-13\|21.93\|-3.31\|22.57\|22.72\|21.76\|4079237
113525	英伟达推出全球首款完全开放的全模态物理AI模型	具身智能+仿生飞行器+AI应用 1、据2026年3月28日年报，公司仿生扑翼飞行器面向行业客户的远距离自主飞行、高清图像实时传输、智能目标识别等核心功能技术趋于成熟稳定，并完成多类行业应用场景的实地测试与应用验证；该飞行器作为具身智能代表入选2025年度中关村科学城人工智能全景赋能典型案例。 2、据2026年3月28日年报，公司AI办公本优化了产品结构，推出首款彩屏办公本；报告期内引用的《2025年中国电子纸平板市场的产品和品牌结构分析》显示，2025年汉王电纸书在京东、天猫销量第一，连续三年实现电纸书线上销量领先。 3、据2026年6月1日互动易，公司机器狗项目已阶段性结项，对该项目正在寻求包括项目融资在内的外部资本支持，也在寻找合适的商业合伙人；同日的互动易表示，公司计划推出商业合伙人计划，重点引入具有资金、资源、客户渠道等能力的外部资源共同推进已进入商业化推广阶段项目的持续进步。	1、公司专注于人工智能图像识别技术、智能交互技术及其应用，表示在现有NLP技术基础上进一步加大Transformers技术架构投入； 2、公司在文字、图片、视频、语音等多模态识别与应用方面有多年经验，正在深度分析如何更好的转化“紫东太初”多模态大模型的应用成果	2026-03-03\|20.51\|-4.74\|21.50\|21.98\|20.46\|78985;2026-03-04\|20.07\|-2.15\|20.15\|20.45\|19.98\|56296;2026-03-05\|20.60\|2.64\|20.50\|20.82\|20.39\|48501;2026-03-06\|20.64\|0.19\|20.48\|20.73\|20.43\|30993;2026-03-09\|20.76\|0.58\|20.30\|20.91\|20.10\|49519;2026-03-10\|21.03\|1.30\|20.96\|21.37\|20.82\|42286;2026-03-11\|20.84\|-0.90\|21.02\|21.27\|20.77\|37371;2026-03-12\|20.63\|-1.01\|20.90\|20.90\|20.52\|31390;2026-03-13\|20.34\|-1.41\|20.43\|20.85\|20.26\|38134;2026-03-16\|20.43\|0.44\|20.31\|20.45\|20.16\|38990;2026-03-17\|20.07\|-1.76\|20.44\|20.55\|20.03\|39639;2026-03-18\|20.46\|1.94\|20.15\|20.50\|20.00\|35446;2026-03-19\|20.02\|-2.15\|20.26\|20.39\|19.97\|33362;2026-03-20\|19.05\|-4.85\|20.02\|20.14\|19.03\|59149;2026-03-23\|17.87\|-6.19\|18.66\|18.83\|17.70\|63050;2026-03-24\|18.55\|3.81\|18.25\|18.55\|17.85\|46377;2026-03-25\|18.81\|1.40\|18.68\|18.88\|18.56\|36273;2026-03-26\|18.56\|-1.33\|18.78\|19.20\|18.47\|38260;2026-03-27\|18.77\|1.13\|18.30\|18.82\|18.25\|21728;2026-03-30\|18.71\|-0.32\|18.49\|18.74\|18.31\|25069;2026-03-31\|18.47\|-1.28\|18.75\|18.93\|18.44\|25682;2026-04-01\|18.73\|1.41\|18.79\|18.88\|18.59\|25492;2026-04-02\|18.35\|-2.03\|18.70\|18.75\|18.23\|23387;2026-04-03\|17.95\|-2.18\|18.51\|18.51\|17.89\|22899;2026-04-07\|18.23\|1.56\|17.96\|18.40\|17.96\|19551;2026-04-08\|19.08\|4.66\|18.62\|19.10\|18.55\|40985;2026-04-09\|18.61\|-2.46\|19.00\|19.05\|18.56\|32897;2026-04-10\|18.78\|0.91\|18.78\|18.97\|18.73\|24466;2026-04-13\|18.67\|-0.59\|18.73\|18.77\|18.57\|19605;2026-04-14\|18.89\|1.18\|18.79\|18.97\|18.68\|22359;2026-04-15\|18.60\|-1.54\|18.96\|19.00\|18.57\|25144;2026-04-16\|18.87\|1.45\|18.73\|18.92\|18.60\|26684;2026-04-17\|18.86\|-0.05\|18.85\|18.87\|18.57\|26849;2026-04-20\|18.98\|0.64\|18.86\|19.12\|18.76\|29938;2026-04-21\|18.60\|-2.00\|19.00\|19.00\|18.49\|37135;2026-04-22\|18.69\|0.48\|18.57\|18.71\|18.35\|25524;2026-04-23\|18.36\|-1.77\|18.63\|18.76\|18.32\|25725;2026-04-24\|18.46\|0.54\|18.30\|18.60\|18.10\|29314;2026-04-27\|18.92\|2.49\|18.49\|19.00\|18.21\|46448;2026-04-28\|18.11\|-4.28\|18.66\|18.71\|17.93\|63807;2026-04-29\|18.24\|0.72\|18.00\|18.37\|17.95\|33410;2026-04-30\|18.52\|1.54\|18.25\|18.59\|18.17\|34137;2026-05-06\|18.75\|1.24\|18.56\|18.90\|18.56\|35539;2026-05-07\|19.01\|1.39\|18.78\|19.05\|18.62\|42498;2026-05-08\|19.32\|1.63\|18.99\|19.46\|18.94\|58185;2026-05-11\|19.31\|-0.05\|19.35\|19.48\|19.18\|42426;2026-05-12\|18.87\|-2.28\|19.33\|19.33\|18.83\|34651;2026-05-13\|18.98\|0.58\|18.87\|19.12\|18.61\|38327;2026-05-14\|18.41\|-3.00\|19.09\|19.18\|18.41\|41952;2026-05-15\|18.30\|-0.60\|18.40\|18.72\|18.20\|40872;2026-05-18\|18.78\|2.62\|18.30\|18.85\|18.19\|50249;2026-05-19\|19.01\|1.22\|18.78\|19.06\|18.64\|45947;2026-05-20\|18.49\|-2.74\|19.01\|19.01\|18.44\|36312;2026-05-21\|17.70\|-4.27\|18.52\|18.83\|17.67\|54010;2026-05-22\|17.85\|0.85\|17.90\|18.05\|17.43\|44854;2026-05-25\|17.97\|0.67\|17.86\|18.26\|17.66\|45331;2026-05-26\|17.54\|-2.39\|17.84\|17.95\|17.18\|43940;2026-05-27\|17.21\|-1.88\|17.53\|17.96\|17.12\|48472;2026-05-28\|17.16\|-0.29\|17.24\|17.38\|16.62\|49096;2026-05-29\|16.54\|-3.61\|17.30\|17.80\|16.53\|51997;2026-06-01\|16.85\|1.87\|16.55\|17.19\|16.40\|46937;2026-06-02\|16.60\|-1.48\|16.86\|16.96\|16.37\|34616;2026-06-03\|16.19\|-2.47\|16.60\|16.61\|16.09\|37171;2026-06-04\|16.05\|-0.86\|16.17\|16.29\|15.93\|33707;2026-06-05\|16.26\|1.31\|16.04\|16.52\|15.72\|41916;2026-06-08\|17.89\|10.02\|15.90\|17.89\|15.77\|97396;2026-06-09\|19.68\|10.01\|18.88\|19.68\|18.17\|233261;2026-06-10\|19.76\|0.41\|19.50\|21.16\|19.12\|346775;2026-06-11\|18.81\|-4.81\|19.46\|19.83\|18.59\|230662;2026-06-12\|18.40\|-2.18\|18.89\|19.30\|18.39\|160145;2026-06-15\|18.63\|1.25\|18.50\|18.67\|18.13\|140934;2026-06-16\|18.64\|0.05\|18.31\|18.88\|18.11\|123738;2026-06-17\|18.51\|-0.70\|18.40\|18.66\|18.16\|92280;2026-06-18\|17.10\|-7.62\|18.35\|18.35\|16.75\|158820;2026-06-22\|17.55\|2.63\|16.80\|18.35\|16.71\|139347;2026-06-23\|16.85\|-3.99\|17.35\|17.49\|16.81\|86675;2026-06-24\|16.38\|-2.79\|16.73\|16.80\|15.92\|91370;2026-06-25\|15.70\|-4.15\|16.35\|16.35\|15.65\|82136;2026-06-26\|15.01\|-4.39\|15.57\|15.85\|15.01\|72587;2026-06-29\|15.11\|0.67\|15.02\|15.45\|14.80\|60047;2026-06-30\|15.55\|2.91\|15.07\|15.58\|14.88\|64390;2026-07-01\|15.57\|0.13\|15.56\|15.87\|15.34\|53622;2026-07-02\|15.26\|-1.99\|15.65\|15.88\|15.23\|60362;2026-07-03\|15.55\|1.90\|15.26\|15.68\|15.10\|58617;2026-07-06\|15.07\|-3.09\|15.50\|15.55\|15.01\|49339;2026-07-07\|14.76\|-2.06\|15.04\|15.19\|14.69\|36615;2026-07-08\|14.79\|0.20\|14.67\|14.95\|14.51\|31462;2026-07-09\|15.16\|2.50\|14.72\|15.16\|14.52\|46682;2026-07-10\|15.49\|2.18\|15.13\|15.68\|14.96\|61219;2026-07-13\|15.06\|-2.78\|15.30\|15.45\|15.02\|8613
113524	英伟达推出全球首款完全开放的全模态物理AI模型	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;2026-07-13\|8.57\|0.35\|8.65\|8.89\|8.54\|1347574
113523	英伟达VR200NVL72服务器MLCC用量大增	涨停揭秘：三环集团作为Bloom Energy燃料电池隔膜片主要供应商，直接受益于美国GE Vernova能源设备利润大增及全球氢能设备加速放量，叠加自身一季度净利润同比增长48.48%；涨停缘由：深度绑定国际头部燃料电池企业Bloom Energy；燃气轮机与氢能装备产业链景气上行；年报及一季报密集披露期业绩兑现；资金逻辑：机构持仓强化+主题资金回流，燃气轮机板块近期获北向与游资共振，龙虎榜多次出现机构席位净买入；风险提示：海外客户订单波动性大，出口占比高带来汇率与地缘政治风险；当前估值已处近三年高位，短期涨幅较大存回调压力	1、国内电子陶瓷元件龙头；公司核心产品为多层片式陶瓷电容器（MLCC）； 2、公司与Bloom Energy已建立长期合作关系，是其燃料电池隔膜片的主要供应商	2026-03-03\|59.77\|-5.13\|63.00\|63.70\|59.41\|370463;2026-03-04\|59.06\|-1.19\|59.04\|60.56\|58.61\|226066;2026-03-05\|58.98\|-0.14\|60.60\|60.78\|58.38\|246760;2026-03-06\|58.90\|-0.14\|58.52\|59.80\|57.51\|242945;2026-03-09\|56.98\|-3.26\|56.92\|57.30\|54.51\|311749;2026-03-10\|59.51\|4.44\|58.50\|60.36\|58.20\|283623;2026-03-11\|58.08\|-2.40\|59.10\|59.98\|57.80\|236709;2026-03-12\|56.23\|-3.19\|57.70\|57.85\|54.80\|309464;2026-03-13\|54.79\|-2.56\|55.81\|56.01\|54.53\|229591;2026-03-16\|55.06\|0.49\|54.60\|55.10\|53.16\|202425;2026-03-17\|54.80\|-0.47\|55.58\|56.46\|54.20\|319452;2026-03-18\|56.11\|2.39\|55.59\|57.17\|55.30\|273973;2026-03-19\|55.95\|-0.29\|54.80\|57.04\|54.42\|253593;2026-03-20\|54.50\|-2.59\|56.30\|56.60\|54.31\|232599;2026-03-23\|51.12\|-6.20\|53.25\|53.53\|50.70\|308603;2026-03-24\|54.24\|6.10\|52.03\|54.27\|51.36\|287258;2026-03-25\|55.58\|2.47\|54.45\|56.19\|54.13\|207642;2026-03-26\|55.20\|-0.68\|55.04\|55.98\|54.90\|141899;2026-03-27\|54.84\|-0.65\|54.26\|55.79\|53.55\|160031;2026-03-30\|54.10\|-1.35\|53.00\|54.36\|52.15\|204914;2026-03-31\|52.85\|-2.31\|54.10\|54.78\|52.64\|150666;2026-04-01\|54.53\|3.18\|54.50\|55.58\|54.06\|166265;2026-04-02\|53.18\|-2.48\|54.42\|54.52\|52.72\|120120;2026-04-03\|54.84\|3.12\|53.48\|55.35\|53.00\|183650;2026-04-07\|56.69\|3.37\|55.20\|56.93\|54.76\|245658;2026-04-08\|58.39\|3.00\|58.00\|58.78\|56.64\|295898;2026-04-09\|58.58\|0.33\|57.52\|59.30\|57.23\|196309;2026-04-10\|59.62\|1.78\|59.30\|61.16\|59.14\|313038;2026-04-13\|61.50\|3.15\|58.64\|61.90\|58.64\|255623;2026-04-14\|64.61\|5.06\|69.16\|70.50\|63.77\|440918;2026-04-15\|65.32\|1.10\|66.90\|67.56\|64.01\|384348;2026-04-16\|65.07\|-0.38\|65.00\|65.83\|64.23\|239297;2026-04-17\|65.17\|0.15\|64.91\|65.96\|64.32\|215657;2026-04-20\|63.49\|-2.58\|64.72\|66.03\|63.18\|255837;2026-04-21\|66.09\|4.10\|64.48\|66.90\|64.10\|300801;2026-04-22\|67.00\|1.38\|65.46\|68.00\|65.38\|260594;2026-04-23\|70.10\|4.63\|68.00\|71.14\|67.50\|435766;2026-04-24\|74.99\|6.98\|72.11\|76.80\|72.11\|477906;2026-04-27\|75.71\|0.96\|75.00\|76.60\|73.88\|393932;2026-04-28\|81.68\|7.89\|75.56\|82.96\|75.30\|532667;2026-04-29\|82.01\|0.40\|81.28\|83.66\|79.70\|291475;2026-04-30\|85.70\|4.50\|82.56\|87.30\|82.00\|423332;2026-05-06\|85.00\|-0.82\|85.50\|86.99\|81.85\|420590;2026-05-07\|86.98\|2.33\|86.00\|88.65\|85.34\|367169;2026-05-08\|86.30\|-0.78\|84.50\|86.61\|83.70\|340803;2026-05-11\|88.22\|2.76\|87.58\|91.50\|85.88\|319369;2026-05-12\|88.21\|-0.01\|89.80\|90.25\|86.70\|236248;2026-05-13\|90.69\|2.81\|87.45\|91.79\|86.96\|338965;2026-05-14\|88.39\|-2.54\|91.90\|92.29\|87.95\|264185;2026-05-15\|85.70\|-3.04\|88.51\|90.28\|84.85\|333375;2026-05-18\|87.90\|2.57\|85.06\|90.30\|84.64\|316747;2026-05-19\|96.54\|9.83\|89.55\|97.80\|88.71\|521740;2026-05-20\|95.96\|-0.60\|96.30\|97.09\|91.50\|372153;2026-05-21\|98.47\|2.62\|98.99\|105.00\|98.42\|503859;2026-05-22\|115.00\|16.79\|104.99\|118.00\|104.68\|823684;2026-05-25\|115.35\|0.30\|121.00\|123.00\|114.00\|899259;2026-05-26\|116.93\|1.37\|113.00\|117.58\|109.38\|785030;2026-05-27\|122.99\|5.18\|119.03\|129.28\|119.03\|791479;2026-05-28\|132.11\|7.42\|126.00\|135.00\|123.00\|991670;2026-05-29\|128.78\|-2.52\|132.00\|132.00\|125.30\|661594;2026-06-01\|125.63\|-2.45\|125.00\|137.13\|124.62\|782609;2026-06-02\|134.46\|7.03\|122.00\|138.18\|120.02\|878184;2026-06-03\|134.89\|0.32\|134.79\|137.71\|129.38\|703100;2026-06-04\|139.03\|3.07\|131.77\|141.00\|127.00\|740527;2026-06-05\|134.83\|-3.02\|136.00\|142.90\|130.00\|782509;2026-06-08\|122.92\|-8.83\|130.78\|132.56\|121.52\|921088;2026-06-09\|141.02\|14.72\|126.43\|144.00\|123.39\|854750;2026-06-10\|132.00\|-6.40\|135.50\|137.85\|130.00\|537341;2026-06-11\|131.63\|-0.28\|132.55\|140.66\|129.50\|548531;2026-06-12\|126.50\|-3.90\|136.38\|136.82\|125.20\|602746;2026-06-15\|150.25\|18.77\|133.60\|151.79\|131.11\|831020;2026-06-16\|150.22\|-0.02\|150.10\|157.08\|149.01\|888017;2026-06-17\|155.46\|3.49\|150.00\|159.00\|148.36\|809404;2026-06-18\|157.89\|1.56\|155.47\|166.66\|154.23\|771287;2026-06-22\|156.11\|-1.13\|161.04\|164.98\|150.00\|776829;2026-06-23\|145.50\|-6.80\|155.75\|155.80\|143.97\|678132;2026-06-24\|145.26\|-0.16\|144.81\|150.23\|142.20\|685009;2026-06-25\|163.62\|12.64\|150.19\|165.00\|147.00\|887911;2026-06-26\|160.05\|-2.18\|157.11\|164.49\|154.90\|748157;2026-06-29\|166.69\|4.15\|170.00\|180.35\|160.58\|914292;2026-06-30\|166.90\|0.13\|167.00\|171.22\|157.00\|744854;2026-07-01\|170.46\|2.13\|175.45\|177.77\|165.01\|739563;2026-07-02\|148.20\|-13.06\|161.85\|163.65\|146.07\|888724;2026-07-03\|144.89\|-2.23\|147.98\|154.19\|138.36\|664844;2026-07-06\|141.73\|-2.18\|148.50\|154.10\|139.03\|761128;2026-07-07\|140.00\|-1.22\|140.00\|146.29\|136.00\|530737;2026-07-08\|130.43\|-6.84\|141.18\|142.99\|129.38\|858976;2026-07-09\|133.81\|2.59\|132.00\|134.50\|124.21\|816221;2026-07-10\|127.05\|-5.05\|136.11\|144.49\|126.17\|734356;2026-07-13\|120.30\|-5.31\|125.00\|125.95\|120.10\|146414
113522	英伟达VR200NVL72服务器MLCC用量大增	涨停揭秘：低轨卫星射频芯片封装管壳批量供货+氧化锆基固态电解质完成研发，双重技术突破获市场关注；涨停缘由：长征八号甲遥八火箭发射临近+卫星互联网建设提速+固态电池产业化预期升温+MLCC粉体全球龙头地位稳固；资金逻辑：军工与新能源主题资金交叉配置，融资余额连续三日净买入，北向持仓环比提升；风险提示：固态电解质产业化尚处早期，卫星封装业务占比仍低，整体业绩弹性有待进一步释放	1、全球领先的MLCC粉体材料生产商；子公司国瓷赛创通讯射频微系统芯片封装管壳已量产并批量销售，成为低轨卫星射频芯片主要封装方案； 2、公司氧化物、硫化物两种技术路线均有关注，目前已完成多种氧化物固态电解质产品的研发和布局，其中包括由氧化锆合成的锆酸基固态电解质	2026-03-03\|36.30\|-5.74\|39.35\|39.52\|35.26\|830249;2026-03-04\|35.22\|-2.98\|35.03\|36.83\|34.97\|442413;2026-03-05\|35.51\|0.82\|36.28\|36.79\|34.90\|448755;2026-03-06\|35.51\|0.00\|34.81\|36.28\|34.44\|321784;2026-03-09\|34.43\|-3.04\|34.45\|34.68\|32.60\|441219;2026-03-10\|38.24\|11.07\|34.85\|38.43\|34.80\|701786;2026-03-11\|39.71\|3.84\|39.60\|41.73\|39.55\|780216;2026-03-12\|38.42\|-3.25\|39.31\|39.68\|37.90\|468611;2026-03-13\|37.98\|-1.15\|38.38\|39.43\|37.50\|504436;2026-03-16\|37.39\|-1.55\|37.88\|38.05\|35.80\|434263;2026-03-17\|35.90\|-3.98\|38.00\|38.11\|35.85\|316720;2026-03-18\|36.35\|1.25\|36.14\|37.10\|35.68\|276846;2026-03-19\|34.41\|-5.34\|35.43\|35.45\|34.05\|344429;2026-03-20\|32.74\|-4.85\|34.81\|34.99\|32.66\|341359;2026-03-23\|30.80\|-5.93\|32.01\|32.47\|30.50\|450831;2026-03-24\|31.30\|1.62\|31.24\|31.43\|29.65\|502465;2026-03-25\|31.75\|1.44\|31.73\|33.28\|31.50\|325020;2026-03-26\|30.51\|-3.91\|31.70\|32.14\|30.35\|314109;2026-03-27\|30.71\|0.66\|30.31\|31.50\|30.00\|257411;2026-03-30\|30.64\|-0.23\|30.01\|30.80\|29.81\|218864;2026-03-31\|30.70\|0.20\|31.53\|32.14\|30.60\|365095;2026-04-01\|31.38\|2.21\|31.63\|31.88\|30.79\|241615;2026-04-02\|30.14\|-3.95\|31.35\|31.39\|29.92\|240647;2026-04-03\|30.60\|1.53\|30.40\|31.13\|30.05\|224679;2026-04-07\|31.26\|2.16\|30.88\|32.39\|30.61\|283430;2026-04-08\|32.22\|3.07\|31.90\|32.65\|31.40\|476982;2026-04-09\|31.88\|-1.06\|31.15\|32.24\|31.15\|271241;2026-04-10\|32.86\|3.07\|32.20\|34.08\|32.03\|397142;2026-04-13\|34.23\|4.17\|32.50\|34.96\|32.50\|458182;2026-04-14\|34.08\|-0.44\|34.82\|35.50\|33.68\|459278;2026-04-15\|33.30\|-2.29\|35.55\|35.66\|33.13\|402199;2026-04-16\|35.68\|7.15\|33.66\|35.87\|33.18\|548973;2026-04-17\|36.60\|2.58\|35.19\|37.00\|35.19\|421018;2026-04-20\|35.63\|-2.65\|36.38\|36.75\|35.45\|454687;2026-04-21\|35.88\|0.70\|35.52\|36.69\|34.81\|371685;2026-04-22\|36.66\|2.17\|36.11\|37.10\|36.06\|456356;2026-04-23\|36.00\|-1.80\|36.70\|37.50\|35.80\|406793;2026-04-24\|35.51\|-1.36\|35.95\|36.55\|35.08\|337354;2026-04-27\|35.03\|-1.35\|35.73\|36.72\|34.88\|419227;2026-04-28\|37.05\|5.77\|34.61\|37.76\|33.71\|777067;2026-04-29\|36.98\|-0.19\|36.74\|37.34\|36.39\|424343;2026-04-30\|35.78\|-3.25\|36.98\|37.19\|35.16\|487408;2026-05-06\|37.43\|4.61\|36.51\|37.86\|36.27\|563969;2026-05-07\|38.68\|3.34\|37.59\|39.23\|37.50\|505099;2026-05-08\|38.29\|-1.01\|38.01\|39.00\|37.63\|401403;2026-05-11\|38.71\|1.10\|39.02\|40.67\|38.67\|712045;2026-05-12\|41.01\|5.94\|39.48\|41.22\|38.20\|746612;2026-05-13\|42.60\|3.88\|40.92\|42.90\|40.00\|793444;2026-05-14\|41.12\|-3.47\|43.00\|43.00\|40.82\|661727;2026-05-15\|39.30\|-4.43\|41.13\|41.88\|38.92\|690717;2026-05-18\|38.90\|-1.02\|39.00\|40.18\|38.32\|431059;2026-05-19\|43.89\|12.83\|38.83\|44.00\|38.72\|958103;2026-05-20\|42.22\|-3.81\|43.00\|43.50\|41.62\|566892;2026-05-21\|41.53\|-1.63\|43.50\|44.95\|41.40\|747919;2026-05-22\|48.40\|16.54\|42.61\|48.98\|42.61\|1166473;2026-05-25\|51.15\|5.68\|52.00\|53.08\|50.65\|1136934;2026-05-26\|49.65\|-2.93\|51.66\|52.30\|48.80\|828353;2026-05-27\|48.93\|-1.45\|50.50\|53.15\|48.36\|933015;2026-05-28\|52.99\|8.30\|50.01\|53.89\|49.44\|1072391;2026-05-29\|50.78\|-4.17\|55.02\|55.68\|50.30\|982730;2026-06-01\|51.60\|1.61\|50.35\|56.20\|50.35\|1160819;2026-06-02\|58.45\|13.50\|51.44\|59.68\|50.13\|1448218;2026-06-03\|60.47\|3.46\|59.38\|62.80\|57.50\|1397605;2026-06-04\|64.00\|5.84\|59.57\|66.12\|58.80\|1393085;2026-06-05\|65.18\|1.84\|62.11\|67.60\|60.40\|1406309;2026-06-08\|57.61\|-11.61\|62.06\|65.00\|57.29\|1475030;2026-06-09\|66.40\|15.26\|59.41\|66.88\|57.20\|1568596;2026-06-10\|61.13\|-7.94\|66.40\|66.50\|61.00\|1216773;2026-06-11\|62.40\|2.08\|61.11\|64.98\|60.88\|1233917;2026-06-12\|56.33\|-9.73\|65.00\|65.90\|54.68\|1665303;2026-06-15\|63.30\|12.37\|59.53\|63.84\|58.55\|1433962;2026-06-16\|67.43\|6.52\|63.63\|69.66\|63.30\|1450435;2026-06-17\|78.50\|16.42\|68.20\|80.50\|66.90\|1756925;2026-06-18\|89.53\|14.05\|82.20\|91.88\|82.20\|1571376;2026-06-22\|98.90\|10.47\|93.00\|101.00\|91.80\|1442268;2026-06-23\|90.78\|-8.21\|95.50\|97.00\|89.23\|1310958;2026-06-24\|91.72\|1.04\|91.50\|94.62\|88.50\|1285415;2026-06-25\|98.40\|7.28\|93.50\|100.98\|87.00\|1536605;2026-06-26\|102.81\|4.48\|95.00\|105.99\|93.87\|1413223;2026-06-29\|105.55\|2.67\|110.00\|112.88\|100.66\|1355756;2026-06-30\|103.18\|-2.25\|103.54\|105.50\|97.20\|1126628;2026-07-01\|98.82\|-4.23\|106.28\|108.47\|97.73\|1221160;2026-07-02\|92.79\|-6.10\|94.86\|99.70\|91.11\|1039750;2026-07-03\|90.73\|-2.22\|92.97\|96.00\|88.00\|940503;2026-07-06\|88.10\|-2.90\|92.50\|95.80\|86.00\|890121;2026-07-07\|87.55\|-0.62\|87.41\|91.18\|85.33\|754962;2026-07-08\|78.49\|-10.35\|87.55\|89.06\|78.10\|1091618;2026-07-09\|80.80\|2.94\|79.50\|81.09\|74.00\|1188366;2026-07-10\|74.10\|-8.29\|80.50\|84.82\|74.06\|1126455;2026-07-13\|70.40\|-4.99\|73.46\|73.90\|70.00\|228374
113521	英伟达VR200NVL72服务器MLCC用量大增	MLCC+电子陶瓷+定增扩产 1、据2026年6月10日公告，公司调整定增方案，拟募资不超8.75亿元用于DPC智能化产线及MLCC产线技改等项目，旨在突破产能瓶颈，提升高容产品良率与生产规模。 2、据2026年6月10日公告，公司MLCC业务已逐步攻克材料配方、精密印刷等核心技术，并已与业内知名经销商建立长期战略合作关系；公司电子陶瓷领域DPC业务产品涵盖预制金锡陶瓷热沉，广泛应用于高功率激光器、卫星等领域，并已向创鑫激光、华光光电子等行业头部客户供货。 3、据2025年年度报告，公司主营消费电子精密零部件，客户覆盖华为、小米、OPPO、VIVO等终端品牌，具备冲压、注塑、SMT等全产业链技术要素能力。	公司主要聚焦 MLCC（多层片式陶瓷电容器）这一核心被动元件，成功自主开发出高功率光纤激光器陶瓷热沉	2026-03-03\|29.96\|-8.24\|32.76\|32.77\|29.91\|71844;2026-03-04\|29.68\|-0.93\|29.67\|30.28\|29.10\|49312;2026-03-05\|30.08\|1.35\|29.90\|30.60\|29.67\|45862;2026-03-06\|30.05\|-0.10\|29.80\|30.27\|29.34\|35876;2026-03-09\|29.33\|-2.40\|28.88\|29.50\|27.89\|55813;2026-03-10\|31.13\|6.14\|29.87\|31.96\|29.87\|64660;2026-03-11\|30.20\|-2.99\|31.14\|31.49\|30.09\|47207;2026-03-12\|30.18\|-0.07\|30.00\|30.53\|29.46\|37670;2026-03-13\|29.65\|-1.76\|29.81\|30.50\|29.35\|37156;2026-03-16\|29.52\|-0.44\|29.30\|29.93\|28.78\|29348;2026-03-17\|28.37\|-3.90\|29.80\|29.85\|28.28\|27210;2026-03-18\|29.00\|2.22\|28.86\|29.00\|28.25\|20229;2026-03-19\|28.12\|-3.03\|28.45\|28.52\|27.81\|30816;2026-03-20\|27.05\|-3.81\|28.02\|28.30\|27.01\|28420;2026-03-23\|24.78\|-8.39\|26.86\|26.86\|24.61\|40945;2026-03-24\|26.05\|5.13\|25.56\|26.09\|24.98\|42514;2026-03-25\|28.57\|9.67\|26.49\|29.09\|26.49\|68201;2026-03-26\|26.50\|-7.25\|28.00\|28.00\|26.30\|44774;2026-03-27\|27.01\|1.92\|26.16\|27.08\|25.82\|25742;2026-03-30\|26.82\|-0.70\|26.51\|26.92\|26.17\|20814;2026-03-31\|26.02\|-2.98\|26.78\|26.99\|25.99\|20143;2026-04-01\|26.92\|3.46\|26.92\|27.08\|26.46\|24438;2026-04-02\|26.00\|-3.42\|26.73\|26.90\|25.68\|26179;2026-04-03\|25.17\|-3.19\|26.09\|26.29\|24.93\|29755;2026-04-07\|25.45\|1.11\|25.27\|25.96\|25.27\|20422;2026-04-08\|27.26\|7.11\|26.13\|27.37\|26.07\|32015;2026-04-09\|26.79\|-1.72\|26.99\|27.33\|26.72\|24232;2026-04-10\|26.83\|0.15\|27.10\|27.50\|26.79\|21806;2026-04-13\|26.83\|0.00\|26.72\|27.09\|26.42\|28248;2026-04-14\|27.36\|1.98\|27.15\|27.68\|27.10\|23483;2026-04-15\|28.35\|3.62\|27.38\|30.25\|27.38\|69316;2026-04-16\|29.15\|2.82\|28.07\|29.30\|27.86\|43168;2026-04-17\|29.48\|1.13\|29.17\|29.68\|28.70\|28866;2026-04-20\|29.55\|0.24\|29.69\|30.85\|29.21\|39536;2026-04-21\|29.10\|-1.52\|29.41\|29.60\|28.86\|25328;2026-04-22\|30.15\|3.61\|29.10\|30.30\|28.44\|42832;2026-04-23\|31.10\|3.15\|29.98\|31.44\|29.80\|76126;2026-04-24\|30.82\|-0.90\|30.62\|31.85\|30.11\|45700;2026-04-27\|33.14\|7.53\|30.70\|34.69\|30.53\|80413;2026-04-28\|35.41\|6.85\|32.84\|35.98\|32.84\|97031;2026-04-29\|35.72\|0.88\|35.10\|36.48\|34.12\|87888;2026-04-30\|35.80\|0.22\|35.82\|36.45\|35.40\|48959;2026-05-06\|37.06\|3.52\|35.90\|39.14\|35.90\|76423;2026-05-07\|38.10\|2.81\|37.32\|38.30\|36.58\|42596;2026-05-08\|45.72\|20.00\|37.96\|45.72\|37.69\|152906;2026-05-11\|50.69\|10.87\|46.62\|52.30\|45.77\|183464;2026-05-12\|50.88\|0.37\|49.29\|53.65\|49.29\|140254;2026-05-13\|51.14\|0.51\|50.86\|51.65\|49.41\|80122;2026-05-14\|50.76\|-0.74\|51.80\|54.75\|49.80\|98314;2026-05-15\|48.95\|-3.57\|51.27\|51.57\|48.00\|98107;2026-05-18\|49.26\|0.63\|49.00\|51.85\|48.00\|84550;2026-05-19\|59.11\|20.00\|49.69\|59.11\|49.26\|121589;2026-05-20\|58.23\|-1.49\|61.75\|61.99\|56.00\|133452;2026-05-21\|60.59\|4.05\|58.00\|64.22\|57.40\|145980;2026-05-22\|72.71\|20.00\|63.94\|72.71\|63.94\|147468;2026-05-25\|78.74\|8.29\|80.00\|84.50\|77.59\|166396;2026-05-26\|81.04\|2.92\|75.29\|81.60\|75.23\|128941;2026-05-27\|84.77\|4.60\|77.99\|87.12\|77.00\|122325;2026-05-28\|95.84\|13.06\|83.93\|98.17\|83.00\|128210;2026-05-29\|89.49\|-6.63\|92.00\|96.00\|86.66\|111217;2026-06-01\|82.82\|-7.45\|87.71\|95.13\|82.80\|94491;2026-06-02\|92.10\|11.21\|83.00\|94.30\|82.83\|80086;2026-06-03\|92.25\|0.16\|89.80\|93.93\|85.10\|69162;2026-06-04\|97.68\|5.89\|90.00\|98.77\|88.62\|60739;2026-06-05\|88.84\|-9.05\|95.49\|96.00\|88.83\|67122;2026-06-08\|76.44\|-13.96\|84.98\|85.23\|73.37\|90312;2026-06-09\|91.55\|19.77\|79.90\|91.55\|78.56\|79965;2026-06-10\|88.36\|-3.48\|91.76\|93.88\|85.80\|57026;2026-06-11\|95.20\|7.74\|88.01\|98.96\|86.55\|70709;2026-06-12\|82.00\|-13.87\|90.00\|91.99\|81.11\|83119;2026-06-15\|96.32\|17.46\|83.99\|98.00\|83.99\|80851;2026-06-16\|103.01\|6.95\|100.00\|114.90\|99.30\|84324;2026-06-17\|123.61\|20.00\|105.91\|123.61\|105.91\|72351;2026-06-18\|129.03\|4.38\|120.83\|139.00\|111.01\|72332;2026-06-22\|132.36\|2.58\|125.01\|134.34\|121.50\|53346;2026-06-23\|123.60\|-6.62\|128.20\|129.88\|118.00\|36450;2026-06-24\|128.81\|4.22\|120.99\|129.00\|115.81\|57048;2026-06-25\|144.00\|11.79\|136.00\|150.00\|133.00\|68360;2026-07-01\|130.70\|-9.24\|132.00\|143.99\|123.58\|82546;2026-07-02\|110.89\|-15.16\|115.50\|122.88\|109.00\|45221;2026-07-03\|99.49\|-10.28\|109.14\|110.00\|98.00\|53366;2026-07-06\|95.32\|-4.19\|101.00\|105.80\|94.00\|43965;2026-07-07\|93.36\|-2.06\|95.95\|101.09\|92.00\|37698;2026-07-08\|95.25\|2.02\|95.23\|99.00\|88.17\|33660;2026-07-09\|100.26\|5.26\|97.78\|100.58\|91.00\|47101;2026-07-10\|98.88\|-1.38\|100.28\|103.85\|96.51\|3967195;2026-07-13\|87.50\|-11.51\|94.61\|96.32\|85.99\|912618
113520	英伟达VR200NVL72服务器MLCC用量大增	可转债强赎+MLCC离型膜+HVLP铜箔+复合集流体行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月15日公告，公司提前赎回“洁美转债”，该转债将于2026年6月17日起停止交易，6月23日停止转股并赎回。 2、据2026年5月22日投资者关系活动记录表及2026年5月26日互动易，公司MLCC离型膜已实现对三星、村田等日韩系大客户批量供货，韩系海外基地开始放量，4月出货超2700万平米；公司高端离型膜可支撑1000层及以上MLCC生产。 3、据2026年5月22日投资者关系活动记录表，控股子公司柔震科技HVLP铜箔已向韩国斗山、华正新材送样测试，公司依托MLCC离型膜技术切入高频高速铜箔领域，布局AI算力前端材料。 4、据2026年4月21日年报及2026年5月22日投资者关系活动记录表，控股子公司柔震科技新增7条复合铝箔和3条复合铜箔产线处于调试阶段，2026年一季度归母净利润4775.29万元，同比增长41.59%。	全球电子元器件封装耗材一站式整体解决方案提供商；公司纸质载带主要用于被动元器件如电阻、电容、电感的储存、运输、封装生产环节，离型膜主要应用于MLCC、偏光片等领域；公司MLCC离型膜实现了向国巨、华新科、风华高科、三环集团等主要客户的稳定批量供货	2026-03-17\|43.08\|1.08\|45.00\|45.15\|40.67\|302821;2026-03-18\|44.61\|3.55\|42.36\|45.83\|42.36\|185798;2026-03-19\|40.75\|-8.65\|43.04\|43.48\|40.38\|154810;2026-03-20\|39.33\|-3.48\|41.45\|41.59\|39.22\|120078;2026-03-23\|38.39\|-2.39\|37.76\|39.97\|37.76\|117967;2026-03-24\|41.24\|7.42\|39.50\|41.36\|38.00\|117493;2026-03-25\|44.18\|7.13\|42.07\|44.73\|41.11\|122675;2026-03-26\|39.76\|-10.00\|44.18\|44.18\|39.76\|150494;2026-03-27\|39.84\|0.20\|38.54\|40.86\|38.13\|114737;2026-03-30\|42.00\|5.42\|38.81\|42.35\|38.21\|116604;2026-03-31\|39.76\|-5.33\|41.99\|41.99\|39.26\|98188;2026-04-01\|40.40\|1.61\|40.72\|41.81\|40.22\|59808;2026-04-02\|39.80\|-1.49\|41.22\|41.22\|39.40\|48419;2026-04-03\|40.00\|0.50\|39.87\|40.96\|39.61\|36139;2026-04-07\|39.60\|-1.00\|40.00\|41.26\|39.37\|36781;2026-04-08\|42.47\|7.25\|40.50\|42.60\|40.30\|64852;2026-04-09\|42.90\|1.01\|41.90\|43.70\|41.40\|87552;2026-04-10\|42.62\|-0.65\|43.22\|44.22\|42.57\|95515;2026-04-13\|42.72\|0.23\|42.21\|44.11\|42.21\|55482;2026-04-14\|42.80\|0.19\|42.93\|43.79\|41.78\|74854;2026-04-15\|42.12\|-1.59\|43.34\|43.98\|41.90\|80440;2026-04-16\|46.33\|10.00\|42.12\|46.33\|42.12\|160315;2026-04-17\|50.22\|8.40\|48.65\|50.90\|47.47\|261667;2026-04-20\|48.97\|-2.49\|50.73\|50.98\|48.40\|135755;2026-04-21\|46.69\|-4.66\|48.39\|48.39\|46.03\|156199;2026-04-22\|47.26\|1.22\|46.80\|47.71\|46.15\|87357;2026-04-23\|45.58\|-3.55\|47.26\|47.45\|44.90\|91971;2026-04-24\|45.98\|0.88\|44.84\|46.78\|44.72\|91688;2026-04-27\|47.39\|3.07\|46.80\|48.49\|46.26\|137935;2026-04-28\|48.85\|3.08\|47.41\|50.13\|46.50\|157696;2026-04-29\|49.50\|1.33\|48.11\|50.16\|48.00\|108795;2026-04-30\|51.00\|3.03\|49.30\|51.09\|48.35\|102762;2026-05-06\|49.93\|-2.10\|50.21\|51.79\|49.50\|138962;2026-05-07\|50.28\|0.70\|49.93\|51.69\|49.66\|113664;2026-05-08\|48.98\|-2.59\|50.00\|50.25\|48.74\|93567;2026-05-11\|51.40\|4.94\|49.91\|52.27\|49.11\|134183;2026-05-12\|51.88\|0.93\|52.02\|52.79\|50.61\|95249;2026-05-13\|51.55\|-0.64\|51.04\|52.45\|50.20\|139286;2026-05-14\|53.80\|4.36\|51.58\|54.80\|51.23\|180011;2026-05-15\|51.51\|-4.26\|53.04\|54.50\|50.69\|122313;2026-05-18\|52.35\|1.63\|51.74\|53.87\|49.60\|133158;2026-05-19\|56.78\|8.46\|51.94\|57.59\|51.15\|207489;2026-05-20\|56.25\|-0.93\|56.21\|57.11\|54.73\|119937;2026-05-21\|54.59\|-2.95\|56.69\|58.48\|54.01\|137501;2026-05-22\|60.05\|10.00\|54.91\|60.05\|54.91\|193408;2026-05-25\|64.29\|7.06\|63.91\|66.06\|62.26\|298568;2026-05-26\|63.17\|-1.74\|64.80\|66.18\|62.26\|205999;2026-05-27\|63.59\|0.66\|63.41\|65.30\|62.30\|171485;2026-05-28\|69.82\|10.00\|64.07\|69.82\|64.04\|210077;2026-05-29\|69.20\|-0.89\|71.55\|75.66\|68.61\|319608;2026-06-01\|75.05\|8.45\|69.90\|76.12\|69.05\|321794;2026-06-02\|80.40\|7.13\|72.62\|82.28\|70.10\|325992;2026-06-03\|86.72\|7.86\|80.00\|87.86\|76.26\|342322;2026-06-04\|94.39\|8.84\|84.25\|95.36\|84.25\|323531;2026-06-05\|86.56\|-8.30\|92.50\|94.93\|86.19\|341303;2026-06-08\|80.30\|-7.23\|79.00\|86.20\|79.00\|358183;2026-06-09\|88.33\|10.00\|81.62\|88.33\|80.00\|363340;2026-06-10\|82.58\|-6.51\|86.66\|86.70\|81.29\|292769;2026-06-11\|78.01\|-5.53\|81.12\|85.50\|76.00\|330581;2026-06-12\|75.28\|-3.50\|80.40\|80.99\|74.60\|286386;2026-06-15\|82.81\|10.00\|78.88\|82.81\|78.88\|216915;2026-06-16\|89.00\|7.47\|86.50\|91.09\|85.51\|351313;2026-06-17\|90.66\|1.87\|89.00\|93.69\|88.26\|314905;2026-06-18\|99.73\|10.00\|90.64\|99.73\|90.60\|262271;2026-06-22\|102.50\|2.78\|102.00\|104.08\|96.10\|372658;2026-06-23\|92.25\|-10.00\|99.01\|100.45\|92.25\|248300;2026-06-24\|90.12\|-2.31\|91.37\|93.67\|88.14\|282748;2026-06-25\|97.10\|7.75\|92.60\|98.11\|88.88\|326725;2026-06-26\|103.77\|6.87\|92.01\|105.15\|92.00\|338434;2026-06-29\|114.15\|10.00\|109.95\|114.15\|108.96\|394939;2026-06-30\|109.51\|-4.06\|113.13\|113.13\|103.03\|393644;2026-07-01\|109.90\|0.36\|112.65\|115.91\|105.00\|343365;2026-07-02\|98.91\|-10.00\|100.50\|103.56\|98.91\|196747;2026-07-03\|93.27\|-5.70\|93.00\|97.20\|90.01\|258167;2026-07-06\|85.99\|-7.81\|93.16\|96.04\|85.48\|211195;2026-07-07\|84.06\|-2.24\|87.16\|88.38\|82.59\|166031;2026-07-08\|80.17\|-4.63\|84.90\|85.78\|80.09\|144165;2026-07-09\|82.84\|3.33\|82.00\|83.60\|76.16\|172143;2026-07-10\|78.40\|-5.36\|84.10\|87.62\|78.06\|184691;2026-07-13\|75.86\|-3.24\|78.40\|79.39\|75.79\|33088
113519	英伟达VR200NVL72服务器MLCC用量大增	涨停揭秘：英伟达VR200NVL72服务器对MLCC用量大幅增加，双欣材料作为2025年12月上市的新股，主营被动元件配套；涨停缘由：AI服务器升级带动高端MLCC需求爆发，双欣材料切入高壁垒细分领域，新品放量预期强化；资金逻辑：资金博弈次新股弹性，叠加被动元件板块受服务器增量需求催化，短线资金快速涌入；风险提示：公司上市时间短，业绩验证期不足；MLCC行业竞争激烈，价格与毛利率波动风险较高	2025-12上市	2026-03-03\|14.53\|-2.74\|14.93\|14.99\|14.51\|147140;2026-03-04\|14.24\|-2.00\|14.45\|14.45\|14.19\|82180;2026-03-05\|15.16\|6.46\|14.67\|15.33\|14.67\|236982;2026-03-06\|15.06\|-0.66\|15.10\|15.11\|14.85\|141833;2026-03-09\|15.44\|2.52\|15.22\|15.60\|15.18\|315385;2026-03-10\|15.40\|-0.26\|15.29\|15.52\|15.23\|170691;2026-03-11\|16.94\|10.00\|15.40\|16.94\|15.40\|734364;2026-03-12\|17.28\|2.01\|17.87\|18.63\|17.27\|1019828;2026-03-13\|18.28\|5.79\|16.95\|18.68\|16.95\|827126;2026-03-16\|17.44\|-4.60\|18.10\|18.10\|17.18\|505112;2026-03-17\|19.18\|9.98\|17.17\|19.18\|17.05\|639224;2026-03-18\|18.93\|-1.30\|19.17\|20.55\|18.20\|1021176;2026-03-19\|17.58\|-7.13\|18.31\|18.71\|17.28\|570952;2026-03-20\|16.32\|-7.17\|17.32\|17.75\|16.30\|490106;2026-03-23\|16.60\|1.72\|15.83\|17.38\|15.83\|499437;2026-03-24\|16.64\|0.24\|16.83\|16.88\|16.05\|397863;2026-03-25\|16.73\|0.54\|16.44\|17.07\|16.44\|357122;2026-03-26\|15.80\|-5.56\|16.66\|16.70\|15.68\|360293;2026-03-27\|16.58\|4.94\|15.65\|16.76\|15.60\|381500;2026-03-30\|16.28\|-1.81\|16.47\|16.79\|16.00\|260097;2026-03-31\|15.47\|-4.98\|16.30\|16.36\|15.44\|293902;2026-04-01\|15.79\|2.07\|15.69\|16.19\|15.64\|228795;2026-04-02\|15.09\|-4.43\|15.69\|15.71\|15.00\|242711;2026-04-03\|14.69\|-2.65\|15.20\|15.27\|14.62\|154817;2026-04-07\|15.30\|4.15\|14.66\|15.35\|14.66\|232268;2026-04-08\|15.50\|1.31\|15.31\|15.56\|15.20\|218311;2026-04-09\|15.42\|-0.52\|15.39\|15.49\|15.25\|141540;2026-04-10\|15.80\|2.46\|15.88\|16.20\|15.70\|279684;2026-04-13\|16.03\|1.46\|15.67\|16.05\|15.60\|217138;2026-04-14\|15.93\|-0.62\|15.97\|15.97\|15.74\|174028;2026-04-15\|15.88\|-0.31\|15.92\|16.10\|15.74\|180043;2026-04-16\|16.07\|1.20\|15.83\|16.28\|15.66\|207322;2026-04-17\|16.07\|0.00\|15.99\|16.22\|15.90\|169602;2026-04-20\|16.24\|1.06\|16.03\|16.29\|15.95\|185411;2026-04-21\|16.11\|-0.80\|16.20\|16.33\|15.91\|171800;2026-04-22\|16.09\|-0.12\|16.06\|16.22\|15.88\|157151;2026-04-23\|15.77\|-1.99\|16.00\|16.08\|15.60\|158827;2026-04-24\|15.72\|-0.32\|15.61\|15.84\|15.57\|106070;2026-04-27\|15.96\|1.53\|15.73\|16.00\|15.61\|124825;2026-04-28\|15.12\|-5.26\|15.70\|15.71\|14.91\|236438;2026-04-29\|15.38\|1.72\|14.99\|15.50\|14.95\|137897;2026-04-30\|15.21\|-1.11\|15.35\|15.48\|15.14\|89853;2026-05-06\|15.64\|2.83\|15.30\|15.73\|15.24\|135316;2026-05-07\|15.94\|1.92\|15.65\|16.03\|15.50\|155850;2026-05-08\|16.35\|2.57\|15.95\|16.43\|15.85\|238502;2026-05-11\|16.52\|1.04\|16.47\|16.69\|16.24\|240874;2026-05-12\|16.17\|-2.12\|16.50\|16.57\|16.06\|177648;2026-05-13\|16.15\|-0.12\|16.09\|16.22\|16.03\|136775;2026-05-14\|15.55\|-3.72\|16.17\|16.25\|15.55\|153919;2026-05-15\|15.63\|0.51\|15.55\|15.90\|15.30\|139262;2026-05-18\|15.44\|-1.22\|15.55\|15.62\|15.25\|105587;2026-05-19\|15.22\|-1.42\|15.42\|15.53\|15.06\|125765;2026-05-20\|15.09\|-0.85\|15.15\|15.28\|14.76\|127337;2026-05-21\|14.59\|-3.31\|15.10\|15.45\|14.58\|163836;2026-05-22\|15.15\|3.84\|14.73\|15.21\|14.58\|140010;2026-05-25\|14.88\|-1.78\|15.14\|15.29\|14.77\|106811;2026-05-26\|14.60\|-1.88\|14.74\|14.78\|14.36\|122782;2026-05-27\|14.18\|-2.88\|14.53\|14.64\|14.13\|115567;2026-05-28\|14.68\|3.53\|14.19\|14.79\|14.16\|148962;2026-05-29\|14.59\|0.41\|14.93\|15.86\|14.52\|222673;2026-06-01\|14.46\|-0.89\|14.42\|14.67\|14.29\|118487;2026-06-02\|14.43\|-0.21\|14.37\|14.65\|14.09\|127292;2026-06-03\|14.09\|-2.36\|14.40\|14.40\|13.99\|144978;2026-06-04\|13.61\|-3.41\|13.95\|14.08\|13.44\|161035;2026-06-05\|14.24\|4.63\|13.69\|14.65\|13.48\|231887;2026-06-08\|13.53\|-4.99\|13.80\|13.99\|13.44\|137323;2026-06-09\|14.88\|9.98\|13.61\|14.88\|13.20\|296322;2026-06-10\|15.17\|1.95\|14.86\|15.28\|14.61\|388434;2026-06-11\|14.76\|-2.70\|14.95\|14.99\|14.56\|204631;2026-06-12\|15.27\|3.46\|14.86\|15.27\|14.70\|274152;2026-06-15\|15.75\|3.14\|15.16\|15.97\|15.10\|343674;2026-06-16\|15.90\|0.95\|15.50\|16.50\|15.17\|357242;2026-06-17\|15.74\|-1.01\|15.78\|15.99\|15.51\|273089;2026-06-18\|15.16\|-3.68\|15.62\|15.79\|15.13\|233965;2026-06-22\|15.09\|-0.46\|15.18\|15.40\|14.65\|200770;2026-06-23\|14.51\|-3.84\|14.90\|15.15\|14.37\|177815;2026-06-24\|14.79\|1.93\|14.48\|14.86\|14.38\|146522;2026-06-25\|14.13\|-4.46\|14.79\|14.79\|13.96\|199378;2026-06-26\|13.57\|-3.96\|13.99\|14.09\|13.56\|121267;2026-06-29\|13.45\|-0.88\|13.61\|13.86\|13.36\|126489;2026-06-30\|13.52\|0.52\|13.25\|13.55\|12.81\|169793;2026-07-01\|13.69\|1.26\|13.45\|13.90\|13.26\|145829;2026-07-02\|13.50\|-1.39\|13.54\|13.84\|13.48\|105179;2026-07-03\|13.31\|-1.41\|13.71\|13.71\|13.29\|112456;2026-07-06\|13.01\|-2.25\|13.26\|13.38\|13.00\|95474;2026-07-07\|12.64\|-2.84\|12.98\|13.07\|12.54\|111291;2026-07-08\|12.15\|-3.88\|12.58\|12.68\|12.14\|103785;2026-07-09\|12.03\|-0.99\|12.14\|12.24\|11.80\|95791;2026-07-10\|12.05\|0.17\|11.96\|12.24\|11.73\|95258;2026-07-13\|11.83\|-1.83\|11.99\|11.99\|11.81\|12777
113518	英伟达VR200NVL72服务器MLCC用量大增	MLCC涨价+投资建厂+存储芯片测试行业原因： 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6月4日及6月2日互动易，鉴于市场环境变化，公司MLCC产品已实施价格调整；公司电子元器件业务产线整体产能利用率处于较高水平，伴随下游客户逐步认证放量及行业产品价格回暖，产品毛利率有望局部改善。 2、据2026年6月5日公告，公司拟联合竞买深圳市龙华区一地块，投资建设高端半导体及自动化设备研发生产基地项目，投资总额预计不超过3亿元。 3、据2026年5月15日互动易，公司2025年度在研项目包括CP及FT自动分选测试技术，拟研发面向存储芯片晶圆Die及颗粒的自动化测试分选设备，实现芯片好坏等级精准分选并定位物理损坏位置，适配DDR4/DDR5迭代需求，满足AI算力增长带动的市场测试需求。	1、公司生产的电子元器件产品主要为片式多层陶瓷电容器（MLCC），此外业务涉及PCBA插损检测设备等自动化设备； 2、公司正研发面向DDR4/DDR5存储芯片的FT/CP自动分选测试设备，满足AI算力带动的测试需求；新凯来与上海宇量昇都为公司客户	2026-03-03\|24.09\|-6.26\|25.70\|25.91\|23.98\|107545;2026-03-04\|24.20\|0.46\|24.17\|24.89\|23.74\|71438;2026-03-05\|24.26\|0.25\|24.65\|24.86\|24.03\|56463;2026-03-06\|25.22\|3.96\|24.01\|25.83\|23.91\|131997;2026-03-09\|24.40\|-3.25\|24.50\|24.50\|23.52\|119746;2026-03-10\|25.21\|3.32\|24.84\|25.26\|24.68\|80366;2026-03-11\|24.83\|-1.51\|25.28\|25.54\|24.70\|66743;2026-03-12\|23.94\|-3.58\|24.72\|24.72\|23.93\|73543;2026-03-13\|23.38\|-2.34\|23.75\|24.06\|23.31\|62955;2026-03-16\|24.26\|3.76\|23.30\|25.10\|23.09\|102758;2026-03-17\|23.50\|-3.13\|24.51\|24.60\|23.42\|84390;2026-03-18\|24.00\|2.13\|23.50\|24.00\|23.38\|62047;2026-03-19\|22.94\|-4.42\|23.55\|23.68\|22.82\|83996;2026-03-20\|22.21\|-3.18\|23.02\|23.30\|22.21\|65779;2026-03-23\|20.60\|-7.25\|21.58\|21.98\|20.35\|114668;2026-03-24\|21.59\|4.81\|21.02\|21.62\|20.66\|97001;2026-03-25\|21.78\|0.88\|21.79\|22.21\|21.60\|70021;2026-03-26\|21.06\|-3.31\|21.69\|21.88\|20.96\|49052;2026-03-27\|21.47\|1.95\|20.69\|21.59\|20.62\|48498;2026-03-30\|21.88\|1.91\|21.18\|21.98\|20.98\|60610;2026-03-31\|21.44\|-2.01\|21.88\|22.12\|21.44\|47997;2026-04-01\|21.96\|2.43\|21.99\|22.33\|21.51\|75924;2026-04-02\|21.19\|-3.51\|21.70\|21.95\|21.00\|58468;2026-04-03\|20.93\|-1.23\|21.23\|21.40\|20.80\|43093;2026-04-07\|21.31\|1.82\|21.15\|21.50\|21.12\|40758;2026-04-08\|22.76\|6.80\|21.93\|22.90\|21.83\|92947;2026-04-09\|22.62\|-0.62\|22.44\|22.90\|22.44\|56962;2026-04-10\|22.50\|-0.53\|22.74\|22.95\|22.49\|54719;2026-04-13\|23.42\|4.09\|22.34\|24.20\|22.25\|139183;2026-04-14\|24.40\|4.18\|24.45\|25.63\|23.55\|234861;2026-04-15\|24.79\|1.60\|24.11\|25.78\|23.67\|262344;2026-04-16\|24.79\|0.00\|24.34\|24.96\|23.98\|142287;2026-04-17\|25.28\|1.98\|24.60\|26.05\|24.53\|207639;2026-04-20\|25.13\|-0.59\|25.56\|25.90\|24.91\|170207;2026-04-21\|24.61\|-2.07\|24.50\|24.98\|24.46\|124667;2026-04-22\|25.17\|2.28\|24.30\|25.30\|24.30\|119146;2026-04-23\|24.40\|-3.06\|25.50\|25.67\|24.26\|105294;2026-04-24\|24.63\|0.94\|24.10\|25.19\|24.08\|109023;2026-04-27\|25.73\|4.47\|25.01\|25.86\|24.66\|176787;2026-04-28\|25.12\|-2.37\|25.48\|25.75\|24.93\|103050;2026-04-29\|24.90\|-0.88\|24.80\|25.20\|24.67\|82136;2026-04-30\|25.25\|1.41\|24.92\|25.40\|24.92\|82001;2026-05-06\|26.33\|4.28\|25.60\|26.58\|25.39\|143269;2026-05-07\|27.75\|5.39\|26.33\|28.65\|26.25\|266858;2026-05-08\|28.25\|1.80\|27.50\|28.50\|27.09\|235458;2026-05-11\|28.35\|0.35\|28.50\|28.80\|27.89\|193814;2026-05-12\|28.58\|0.81\|28.60\|29.39\|27.66\|233188;2026-05-13\|28.15\|-1.50\|27.92\|28.37\|27.71\|157086;2026-05-14\|27.71\|-1.56\|28.52\|28.66\|27.56\|149675;2026-05-15\|28.51\|2.89\|27.56\|29.36\|27.38\|220234;2026-05-18\|28.35\|-0.56\|28.00\|28.76\|27.51\|131219;2026-05-19\|30.30\|6.88\|28.07\|30.38\|27.76\|307663;2026-05-20\|36.36\|20.00\|33.04\|36.36\|32.52\|629801;2026-05-21\|35.70\|-1.82\|34.19\|37.20\|33.90\|778731;2026-05-22\|42.84\|20.00\|36.00\|42.84\|36.00\|829880;2026-05-25\|43.03\|0.44\|46.02\|46.77\|41.82\|835404;2026-05-26\|45.99\|6.88\|42.10\|46.44\|40.06\|766800;2026-05-27\|43.91\|-4.52\|45.04\|48.50\|43.73\|615087;2026-05-28\|45.51\|3.64\|45.39\|48.22\|44.52\|577067;2026-05-29\|44.34\|-2.57\|46.32\|47.99\|42.29\|625899;2026-06-01\|46.30\|4.42\|43.31\|51.31\|43.31\|684476;2026-06-02\|53.50\|15.55\|45.47\|53.76\|44.44\|712600;2026-06-03\|54.08\|1.08\|52.94\|55.04\|51.35\|621956;2026-06-04\|59.36\|9.76\|55.80\|62.88\|54.26\|610551;2026-06-05\|56.23\|-5.27\|57.00\|59.36\|54.70\|572834;2026-06-08\|50.81\|-9.64\|53.94\|55.15\|50.00\|509029;2026-06-09\|60.97\|20.00\|51.95\|60.97\|50.30\|522024;2026-06-10\|61.90\|1.53\|63.29\|64.80\|60.52\|516052;2026-06-11\|58.26\|-5.88\|60.90\|62.83\|56.91\|479295;2026-06-12\|50.87\|-12.68\|58.74\|59.34\|50.40\|572636;2026-06-15\|58.30\|14.61\|53.90\|58.40\|53.50\|541111;2026-06-16\|60.21\|3.28\|57.70\|61.86\|56.16\|567688;2026-06-17\|65.32\|8.49\|58.00\|65.38\|57.14\|572824;2026-06-18\|68.62\|5.05\|63.00\|75.18\|63.00\|542570;2026-06-22\|67.88\|-1.08\|68.00\|68.63\|64.52\|457028;2026-06-23\|70.32\|3.59\|67.72\|72.28\|66.60\|592240;2026-06-24\|74.95\|6.58\|68.93\|76.95\|68.50\|520647;2026-06-25\|84.91\|13.29\|74.63\|86.79\|69.00\|553770;2026-06-26\|73.07\|-13.94\|78.00\|79.70\|72.73\|433244;2026-06-29\|76.07\|4.11\|74.99\|78.00\|69.89\|334279;2026-06-30\|72.25\|-5.02\|73.45\|73.45\|67.00\|301816;2026-07-01\|71.02\|-1.70\|72.70\|76.18\|70.50\|269619;2026-07-02\|61.99\|-12.71\|65.75\|68.00\|60.00\|290949;2026-07-03\|58.09\|-6.29\|61.08\|62.38\|57.03\|262163;2026-07-06\|57.33\|-1.31\|60.21\|61.97\|56.00\|228100;2026-07-07\|59.77\|4.26\|57.66\|60.15\|55.66\|236734;2026-07-08\|62.80\|5.07\|60.01\|64.00\|60.01\|306265;2026-07-09\|60.20\|-4.14\|62.15\|63.00\|51.00\|408866;2026-07-10\|55.70\|-7.48\|59.81\|60.93\|55.60\|325580;2026-07-13\|54.23\|-2.64\|55.00\|57.19\|53.73\|55337
113517	英伟达VR200NVL72服务器MLCC用量大增	MLCC镍粉+AI算力+扩产行业原因：美伊达成和平协议，市场风险偏好回暖，贵金属及有色金属大涨。东风证券指出，工业金属方面，铜铝锡等品种淡季需求韧性强于市场预期，电网、半导体等领域的刚性需求将放大价格修复弹性。公司原因： 1、据2026年6月8日投资者关系活动记录表，AI技术发展带动MLCC行业转向AI基础设施与汽车电子驱动，AI服务器对超高容、高可靠性MLCC需求激增，进而对上游原材料镍粉提出更高性能要求，公司镍粉主要应用于MLCC并广泛用于AI硬件等领域。 2、据2026年4月29日公告，公司拟以子公司广豫储能投资建设“年产640吨超细金属粉体材料项目”，计划投资约1.2亿元，紧抓人工智能、汽车电子及光伏低银化/无银化发展机遇。 3、据2026年4月20日年报及2026年6月8日投资者关系活动记录表，公司主营电子专用高端金属粉体材料，产品包括镍粉、铜粉、银包覆粉体等，是国产MLCC镍粉龙头，2025年营收11.5亿元同比增长21.8%。	公司是全球领先、国内唯一的小粒径纳米镍粉生产商、国内MLCC镍粉市场领军企业，银包铜粉已批量用于光伏HJT电池低温浆料	2026-03-03\|101.46\|-7.44\|109.13\|110.88\|101.21\|152643;2026-03-04\|99.09\|-2.34\|99.00\|103.12\|97.58\|136255;2026-03-05\|99.90\|0.82\|102.50\|102.76\|99.28\|79874;2026-03-06\|97.38\|-2.52\|99.94\|100.78\|96.06\|101351;2026-03-09\|95.29\|-2.15\|92.82\|96.40\|90.36\|104292;2026-03-10\|99.13\|4.03\|97.04\|100.66\|96.00\|105881;2026-03-11\|97.90\|-1.24\|99.13\|99.45\|96.50\|67168;2026-03-12\|96.02\|-1.92\|97.00\|97.90\|93.50\|74625;2026-03-13\|93.49\|-2.63\|94.73\|96.66\|93.24\|50043;2026-03-16\|91.33\|-2.31\|94.80\|94.80\|88.60\|77023;2026-03-17\|91.25\|-0.09\|92.87\|95.90\|88.78\|102739;2026-03-18\|94.80\|3.89\|92.12\|96.51\|90.96\|106811;2026-03-19\|91.00\|-4.01\|93.68\|95.68\|90.31\|67343;2026-03-20\|90.36\|-0.70\|92.14\|94.00\|89.67\|77084;2026-03-23\|86.23\|-4.57\|86.80\|89.80\|85.20\|85552;2026-03-24\|87.10\|1.01\|88.05\|89.00\|84.30\|50001;2026-03-25\|91.59\|5.16\|89.00\|94.50\|88.85\|68991;2026-03-26\|90.64\|-1.04\|92.24\|93.24\|89.31\|41887;2026-03-27\|91.16\|0.57\|89.49\|93.27\|88.26\|45717;2026-03-30\|94.08\|3.20\|91.33\|95.66\|88.50\|77779;2026-03-31\|92.22\|-1.98\|95.56\|98.05\|91.52\|77383;2026-04-01\|95.30\|3.34\|95.81\|96.70\|93.42\|63413;2026-04-02\|94.58\|-0.76\|96.63\|98.59\|93.20\|58234;2026-04-03\|99.90\|5.62\|95.80\|101.00\|93.50\|90880;2026-04-07\|98.78\|-1.12\|99.75\|102.60\|98.22\|72830;2026-04-08\|105.25\|6.55\|101.17\|105.99\|101.17\|82860;2026-04-09\|105.61\|0.34\|103.93\|110.00\|103.93\|72619;2026-04-10\|104.92\|-0.65\|106.47\|110.58\|104.80\|92091;2026-04-13\|112.35\|7.08\|106.00\|115.00\|104.20\|117394;2026-04-14\|111.00\|-1.20\|110.29\|115.52\|107.12\|132849;2026-04-15\|106.79\|-3.79\|111.18\|113.66\|106.15\|106447;2026-04-16\|110.15\|3.15\|107.10\|112.40\|105.00\|75783;2026-04-17\|114.36\|3.82\|109.60\|116.03\|108.80\|76334;2026-04-20\|108.05\|-5.52\|114.36\|114.36\|106.27\|137246;2026-04-21\|106.96\|-1.01\|107.98\|108.89\|105.98\|79600;2026-04-22\|117.66\|10.00\|108.60\|117.66\|108.59\|71450;2026-04-23\|115.20\|-2.09\|120.43\|127.00\|112.00\|173214;2026-04-24\|118.01\|2.44\|115.26\|119.96\|113.99\|104760;2026-04-27\|119.00\|0.84\|116.66\|121.50\|114.19\|96802;2026-04-28\|122.62\|3.04\|118.63\|124.78\|117.23\|111682;2026-04-29\|119.62\|-2.45\|115.17\|123.00\|115.17\|117294;2026-04-30\|131.58\|10.00\|119.70\|131.58\|119.70\|164131;2026-05-06\|130.00\|-1.20\|138.00\|139.00\|127.20\|162507;2026-05-07\|130.04\|0.03\|130.10\|132.00\|126.78\|101528;2026-05-08\|134.30\|3.28\|129.00\|137.60\|127.80\|97289;2026-05-11\|137.96\|2.73\|135.40\|142.50\|134.30\|127522;2026-05-12\|134.67\|-2.38\|138.94\|139.80\|132.23\|72222;2026-05-13\|129.50\|-3.84\|133.48\|133.89\|126.16\|147330;2026-05-14\|121.25\|-6.37\|128.82\|129.97\|120.60\|129855;2026-05-15\|123.00\|1.44\|121.49\|126.00\|119.98\|93587;2026-05-18\|117.99\|-4.07\|120.49\|122.60\|116.61\|114748;2026-05-19\|129.79\|10.00\|117.41\|129.79\|113.75\|216770;2026-05-20\|137.45\|5.90\|132.39\|138.59\|128.50\|177606;2026-05-21\|139.36\|1.39\|140.00\|148.90\|138.50\|183576;2026-05-22\|153.30\|10.00\|150.96\|153.30\|148.00\|98850;2026-05-25\|166.87\|8.85\|168.63\|168.63\|163.67\|274676;2026-05-26\|159.50\|-4.42\|162.20\|168.19\|155.68\|200320;2026-05-27\|165.86\|3.99\|162.69\|172.80\|158.01\|210014;2026-05-28\|182.45\|10.00\|175.00\|182.45\|171.40\|191321;2026-05-29\|178.33\|-2.26\|185.62\|189.01\|176.00\|188893;2026-06-01\|178.78\|0.25\|180.93\|193.58\|178.18\|215348;2026-06-02\|190.64\|6.63\|180.00\|194.58\|170.08\|214223;2026-06-03\|190.05\|-0.31\|193.69\|195.60\|185.70\|171593;2026-06-04\|188.00\|-1.08\|186.63\|198.67\|184.08\|160208;2026-06-05\|178.41\|-5.10\|183.55\|187.55\|175.08\|160278;2026-06-08\|173.00\|-3.03\|166.80\|181.00\|165.96\|161298;2026-06-09\|190.30\|10.00\|178.00\|190.30\|174.00\|131068;2026-06-10\|194.00\|1.94\|192.70\|196.60\|185.10\|167443;2026-06-11\|181.00\|-6.70\|192.00\|200.80\|178.00\|167727;2026-06-12\|177.01\|-2.20\|187.30\|192.58\|176.30\|151035;2026-06-15\|194.71\|10.00\|184.00\|194.71\|182.88\|109085;2026-06-16\|213.00\|9.39\|200.00\|214.18\|196.60\|154352;2026-06-17\|210.28\|-1.28\|210.00\|215.99\|199.98\|194113;2026-06-18\|231.31\|10.00\|210.19\|231.31\|205.90\|98832;2026-06-22\|245.89\|6.30\|241.05\|247.49\|231.35\|176449;2026-06-23\|224.00\|-8.90\|238.00\|238.00\|221.30\|161405;2026-06-24\|224.50\|0.22\|223.16\|232.76\|220.01\|121343;2026-06-25\|246.84\|10.00\|225.40\|246.84\|222.50\|76329;2026-06-26\|264.00\|6.95\|255.00\|271.52\|254.00\|199845;2026-06-29\|279.50\|5.87\|273.84\|290.30\|266.00\|180684;2026-06-30\|271.30\|-2.93\|288.88\|296.30\|264.10\|149586;2026-07-01\|273.46\|0.80\|270.00\|285.73\|268.97\|120933;2026-07-02\|246.11\|-10.00\|254.00\|264.00\|246.11\|124296;2026-07-03\|238.10\|-3.25\|234.59\|251.40\|224.66\|129184;2026-07-06\|218.74\|-8.13\|239.59\|244.40\|217.86\|126049;2026-07-07\|212.53\|-2.84\|219.84\|222.50\|207.80\|111864;2026-07-08\|202.80\|-4.58\|215.00\|223.10\|202.03\|97722;2026-07-09\|206.95\|2.05\|208.00\|212.00\|189.01\|176880;2026-07-10\|199.75\|-3.48\|213.00\|225.00\|199.00\|147860;2026-07-13\|192.78\|-3.49\|190.00\|200.65\|190.00\|27698
113516	英伟达VR200NVL72服务器MLCC用量大增	MLCC+AI算力+广东国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年6月1日公告，公司澄清近期媒体提及的“针对代理商0402、0603芯片电阻、MLCC全线暂停接单”信息不属实，为做好部分数字系统升级及产品结构调整，公司执行部分产品暂缓接单，截至公告日已恢复接单。 2、据2026年4月21日年报，公司是国内被动电子元件行业龙头，核心产品MLCC、片式电阻器均为“国家级制造业单项冠军产品”，致力于与AI算力、智能机器人等领域客户开展技术合作，提供电子元件整体配套解决方案。 3、据2026年5月29日互动易及4月21日公告，公司“祥和工业园高端电容基地项目”已于2025年底全面建设完成，2026年4月完成结项，后续将根据规划及市场需求合理规划产能。 4、据公司公告，公司最终控制人为广东省人民政府国有资产监督管理委员会，属于国有企业。	国内被动电子元件行业龙头；公司MLCC、合金电阻、大电流电感已批量导入国内头部AI服务器及机器人客户，AI算力订单充足	2026-03-03\|23.85\|-10.00\|26.45\|26.45\|23.85\|1627051;2026-03-04\|23.90\|0.21\|23.13\|24.70\|23.09\|1118395;2026-03-05\|23.75\|-0.63\|24.57\|24.57\|23.45\|912118;2026-03-06\|23.75\|0.00\|23.75\|24.10\|22.83\|702972;2026-03-09\|23.01\|-3.12\|23.39\|23.50\|22.12\|830952;2026-03-10\|23.89\|3.82\|23.56\|24.08\|23.30\|853825;2026-03-11\|23.40\|-2.05\|23.75\|24.44\|23.30\|823294;2026-03-12\|22.50\|-3.85\|23.40\|23.50\|21.93\|852130;2026-03-13\|21.70\|-3.56\|22.24\|22.38\|21.59\|621848;2026-03-16\|21.95\|1.15\|21.70\|22.02\|21.17\|509890;2026-03-17\|22.40\|2.05\|22.09\|22.88\|21.31\|1021638;2026-03-18\|22.50\|0.45\|22.65\|22.98\|22.08\|915939;2026-03-19\|22.53\|0.13\|21.86\|22.93\|21.40\|921302;2026-03-20\|21.29\|-5.50\|22.36\|22.58\|21.16\|664262;2026-03-23\|19.58\|-8.03\|20.60\|20.80\|19.40\|788330;2026-03-24\|20.10\|2.66\|19.88\|20.16\|19.10\|607791;2026-03-25\|20.15\|0.25\|20.30\|20.65\|19.90\|541808;2026-03-26\|19.43\|-3.57\|20.05\|20.23\|19.33\|404993;2026-03-27\|19.61\|0.93\|19.00\|19.78\|18.91\|383916;2026-03-30\|19.36\|-1.27\|19.20\|19.40\|18.84\|416986;2026-03-31\|18.93\|-2.22\|19.31\|19.68\|18.90\|328188;2026-04-01\|19.52\|3.12\|19.39\|19.61\|19.23\|360394;2026-04-02\|18.62\|-4.61\|19.39\|19.40\|18.41\|385079;2026-04-03\|18.61\|-0.05\|18.72\|18.87\|18.50\|284210;2026-04-07\|18.55\|-0.32\|18.70\|18.92\|18.44\|227590;2026-04-08\|19.83\|6.90\|19.19\|20.41\|19.19\|1023888;2026-04-09\|19.73\|-0.50\|19.65\|20.03\|19.50\|450046;2026-04-10\|19.96\|1.17\|19.96\|20.33\|19.95\|558067;2026-04-13\|20.49\|2.66\|19.81\|20.68\|19.78\|552117;2026-04-14\|20.84\|1.71\|20.98\|21.14\|20.45\|608592;2026-04-15\|21.04\|0.96\|21.41\|21.80\|20.90\|754321;2026-04-16\|22.22\|5.61\|21.06\|22.40\|21.04\|922541;2026-04-17\|21.99\|-1.04\|22.00\|22.29\|21.83\|565344;2026-04-20\|22.17\|0.82\|22.01\|22.80\|21.87\|636727;2026-04-21\|22.19\|0.09\|21.66\|22.47\|21.41\|532958;2026-04-22\|22.48\|1.31\|22.00\|22.59\|21.89\|486663;2026-04-23\|22.16\|-1.42\|22.50\|22.58\|21.68\|539410;2026-04-24\|22.73\|2.57\|22.01\|23.17\|22.01\|921418;2026-04-27\|23.29\|2.46\|23.42\|23.99\|22.91\|848896;2026-04-28\|24.44\|4.94\|23.08\|24.99\|22.87\|1189713;2026-04-29\|25.28\|3.44\|23.84\|25.88\|23.58\|1146356;2026-04-30\|25.09\|-0.75\|25.51\|25.58\|24.54\|928123;2026-05-06\|24.81\|-1.12\|25.50\|25.58\|24.71\|863291;2026-05-07\|25.15\|1.37\|24.90\|25.50\|24.76\|653214;2026-05-08\|25.87\|2.86\|24.80\|26.18\|24.52\|905668;2026-05-11\|28.46\|10.01\|26.38\|28.46\|26.20\|724314;2026-05-12\|29.45\|3.48\|28.97\|29.85\|28.03\|1385176;2026-05-13\|29.57\|0.41\|28.88\|29.77\|28.60\|877356;2026-05-14\|28.21\|-4.60\|29.96\|30.20\|28.19\|747808;2026-05-15\|27.00\|-4.29\|28.30\|28.70\|26.70\|708015;2026-05-18\|29.43\|9.00\|26.77\|29.70\|26.77\|1202018;2026-05-19\|32.37\|9.99\|29.60\|32.37\|29.03\|719350;2026-05-20\|34.00\|5.04\|33.50\|34.95\|33.00\|1735898;2026-05-21\|34.20\|0.59\|34.87\|36.19\|34.01\|1336047;2026-05-22\|37.62\|10.00\|36.89\|37.62\|36.21\|313717;2026-05-25\|41.38\|9.99\|41.38\|41.38\|41.38\|87204;2026-05-26\|41.70\|0.77\|42.12\|43.50\|40.18\|2645573;2026-05-27\|44.22\|6.04\|42.00\|44.99\|41.72\|2091079;2026-05-28\|48.64\|10.00\|44.60\|48.64\|44.50\|1530833;2026-05-29\|53.03\|9.03\|51.82\|53.50\|49.55\|2295434;2026-06-01\|55.05\|3.81\|48.98\|58.26\|48.98\|2583336;2026-06-02\|59.91\|8.83\|53.48\|60.56\|52.50\|1899666;2026-06-03\|60.54\|1.05\|59.09\|61.67\|56.80\|2024524;2026-06-04\|63.50\|4.89\|58.80\|64.59\|58.80\|1678703;2026-06-05\|59.65\|-6.06\|60.00\|62.17\|57.96\|1692663;2026-06-08\|55.53\|-6.91\|58.76\|60.00\|54.55\|1699828;2026-06-09\|61.08\|9.99\|55.80\|61.08\|53.86\|1589081;2026-06-10\|59.81\|-2.08\|62.91\|63.99\|58.61\|1726186;2026-06-11\|64.30\|7.51\|60.01\|65.79\|59.50\|1831329;2026-06-12\|59.12\|-8.06\|66.50\|66.50\|57.87\|2169142;2026-06-15\|65.03\|10.00\|61.50\|65.03\|60.70\|1438221;2026-06-16\|70.61\|8.58\|68.24\|71.53\|68.00\|1795432;2026-06-17\|74.06\|4.89\|69.98\|74.09\|68.88\|1645583;2026-06-18\|74.60\|0.73\|71.50\|76.10\|71.22\|1363387;2026-06-22\|72.98\|-2.17\|74.61\|75.75\|70.33\|1566962;2026-06-23\|70.21\|-3.80\|71.41\|71.88\|66.66\|1272864;2026-06-24\|72.38\|3.09\|69.51\|73.50\|69.00\|1306556;2026-06-25\|79.62\|10.00\|73.10\|79.62\|71.00\|1450513;2026-06-26\|78.50\|-1.41\|77.50\|80.53\|77.34\|1419857;2026-06-29\|80.27\|2.25\|78.53\|84.00\|77.08\|1465205;2026-06-30\|72.24\|-10.00\|72.24\|72.24\|72.24\|447226;2026-07-01\|74.40\|2.99\|74.98\|76.80\|69.50\|1152951;2026-07-02\|66.96\|-10.00\|69.82\|71.17\|66.96\|862331;2026-07-03\|63.23\|-5.57\|65.50\|68.68\|61.27\|906756;2026-07-06\|58.50\|-7.48\|64.99\|65.78\|58.30\|815528;2026-07-07\|61.26\|4.72\|57.79\|63.00\|56.01\|819714;2026-07-08\|60.70\|-0.91\|61.87\|63.08\|57.50\|745417;2026-07-09\|64.55\|6.34\|61.89\|65.00\|59.16\|938222;2026-07-10\|60.01\|-6.89\|64.70\|66.28\|60.00\|1044727;2026-07-13\|54.01\|-10.00\|56.00\|57.50\|54.01\|172170
113515	英伟达VR200NVL72服务器MLCC用量大增	特高压电容膜+镀膜产线+国企改革行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年6月8日互动易，公司子公司宁波万象的第二条进口镀膜产线已运抵工厂。据2026年5月11日投资者关系活动记录，子公司宁波万象的两条进口镀膜生产线计划于今年6月完成全部安装调试，并于8月实现投产。 2、据2026年5月21日互动易，电网更新改造政策的推进将带动相关电力配套产品需求提升，公司主营业务包含特高压电容膜相关产品，将积极把握机遇拓展相关业务。据2025年年报，公司在特高压电容膜领域是国内少数能稳定生产高端产品并实现规模化应用的企业，打破了国外品牌在高端市场的长期垄断。 3、据2025年年报，公司第一大股东诸暨市水务集团有限公司筹划公司股份公开征集转让事宜，该事项可能导致公司控制权变更，截至报告披露日尚未完成。公司最终控制人为诸暨市财政局。	1、公司主要生产各类薄膜及新材料产品，正在研发的特种膜包括MLCC工艺膜等； 2、公司高度重视算电协同等新兴领域的发展机遇，对于电容膜在算力中心、数据中心电源管理及滤波等相关配套场景的应用潜力，始终保持密切跟踪与研究	2026-03-03\|3.40\|-3.95\|3.55\|3.58\|3.39\|544690;2026-03-04\|3.38\|-0.59\|3.37\|3.45\|3.33\|413608;2026-03-05\|3.53\|4.44\|3.44\|3.64\|3.43\|839715;2026-03-06\|3.61\|2.27\|3.51\|3.62\|3.50\|732089;2026-03-09\|3.58\|-0.83\|3.56\|3.59\|3.50\|555975;2026-03-10\|3.61\|0.84\|3.59\|3.63\|3.58\|411603;2026-03-11\|3.66\|1.39\|3.60\|3.69\|3.58\|716887;2026-03-12\|3.65\|-0.27\|3.67\|3.69\|3.61\|469223;2026-03-13\|3.64\|-0.27\|3.64\|3.72\|3.63\|607939;2026-03-16\|3.67\|0.82\|3.64\|3.69\|3.61\|500408;2026-03-17\|3.59\|-2.18\|3.66\|3.70\|3.58\|485888;2026-03-18\|3.61\|0.56\|3.60\|3.62\|3.54\|366306;2026-03-19\|3.48\|-3.60\|3.60\|3.60\|3.45\|469819;2026-03-20\|3.30\|-5.17\|3.50\|3.53\|3.29\|599873;2026-03-23\|3.14\|-4.85\|3.24\|3.28\|3.11\|763740;2026-03-24\|3.26\|3.82\|3.22\|3.26\|3.14\|479036;2026-03-25\|3.36\|3.07\|3.26\|3.38\|3.23\|447281;2026-03-26\|3.70\|10.12\|3.36\|3.70\|3.33\|758193;2026-03-27\|4.07\|10.00\|3.91\|4.07\|3.73\|3001245;2026-03-30\|4.10\|0.74\|4.17\|4.37\|4.00\|5346271;2026-03-31\|4.51\|10.00\|4.05\|4.51\|4.01\|4648424;2026-04-01\|4.30\|-4.66\|4.26\|4.51\|4.15\|4393194;2026-04-02\|4.73\|10.00\|4.20\|4.73\|4.19\|5655622;2026-04-03\|4.66\|-1.48\|4.58\|5.18\|4.42\|6262788;2026-04-07\|4.91\|5.36\|4.59\|5.07\|4.48\|5147559;2026-04-08\|4.71\|-4.07\|4.82\|4.91\|4.66\|4611683;2026-04-09\|4.45\|-5.52\|4.72\|4.78\|4.41\|4143068;2026-04-10\|4.90\|10.11\|4.31\|4.90\|4.31\|4212278;2026-04-13\|4.99\|1.84\|4.80\|5.17\|4.76\|6237917;2026-04-14\|4.94\|-1.00\|4.91\|5.11\|4.80\|4353603;2026-04-15\|4.70\|-4.86\|4.90\|5.05\|4.65\|3674529;2026-04-16\|5.17\|10.00\|4.70\|5.17\|4.70\|2780645;2026-04-17\|4.98\|-3.67\|5.26\|5.35\|4.93\|4957347;2026-04-20\|5.13\|3.01\|4.93\|5.22\|4.90\|4130997;2026-04-21\|5.02\|-2.14\|5.13\|5.15\|4.83\|3192984;2026-04-22\|4.83\|-3.78\|4.93\|5.06\|4.73\|3037400;2026-04-23\|4.37\|-9.52\|4.89\|4.92\|4.35\|3808736;2026-04-24\|4.35\|-0.46\|4.29\|4.57\|4.12\|2598048;2026-04-27\|4.27\|-1.84\|4.22\|4.32\|4.06\|2303472;2026-04-28\|4.13\|-3.28\|4.26\|4.29\|4.11\|1767502;2026-04-29\|4.19\|1.45\|4.10\|4.22\|4.01\|1556603;2026-04-30\|4.03\|-3.82\|4.18\|4.22\|4.01\|1664251;2026-05-06\|4.22\|4.71\|4.09\|4.24\|4.05\|1915231;2026-05-07\|4.30\|1.90\|4.28\|4.32\|4.19\|1771458;2026-05-08\|4.35\|1.16\|4.27\|4.42\|4.22\|1687946;2026-05-11\|4.23\|-2.76\|4.35\|4.42\|4.18\|1728001;2026-05-12\|4.14\|-2.13\|4.22\|4.22\|4.10\|1269987;2026-05-13\|4.19\|1.21\|4.11\|4.24\|4.06\|1146596;2026-05-14\|4.03\|-3.82\|4.19\|4.19\|4.03\|1066774;2026-05-15\|3.94\|-2.23\|4.07\|4.09\|3.90\|1044784;2026-05-18\|3.94\|0.00\|3.90\|3.95\|3.87\|682453;2026-05-19\|3.89\|-1.27\|3.95\|3.95\|3.82\|705622;2026-05-20\|3.87\|-0.51\|3.87\|3.89\|3.76\|791230;2026-05-21\|3.71\|-4.13\|3.86\|3.92\|3.69\|813150;2026-05-22\|3.86\|4.04\|3.74\|3.88\|3.68\|941264;2026-05-25\|3.82\|-1.04\|3.84\|3.88\|3.76\|626194;2026-05-26\|3.72\|-2.62\|3.80\|3.81\|3.66\|633458;2026-05-27\|3.57\|-4.03\|3.71\|3.74\|3.54\|758135;2026-05-28\|3.93\|10.08\|3.55\|3.93\|3.53\|1054426;2026-05-29\|3.90\|-0.76\|4.03\|4.07\|3.85\|2672826;2026-06-01\|3.85\|-1.28\|3.88\|3.95\|3.83\|1411687;2026-06-02\|3.83\|-0.52\|3.83\|3.86\|3.66\|1148974;2026-06-03\|3.78\|-1.31\|3.79\|3.93\|3.72\|1105839;2026-06-04\|3.90\|3.17\|3.75\|3.92\|3.70\|1634681;2026-06-05\|3.83\|-1.79\|3.87\|3.94\|3.78\|1154363;2026-06-08\|3.66\|-4.44\|3.70\|3.81\|3.61\|1017550;2026-06-09\|4.03\|10.11\|3.72\|4.03\|3.72\|1355996;2026-06-10\|4.00\|-0.74\|4.16\|4.19\|3.99\|2808538;2026-06-11\|3.84\|-4.00\|3.96\|3.99\|3.82\|1607546;2026-06-12\|3.77\|-1.82\|3.99\|4.08\|3.68\|1577792;2026-06-15\|4.15\|10.08\|3.85\|4.15\|3.85\|1130209;2026-06-16\|4.27\|2.89\|4.15\|4.37\|4.12\|3475464;2026-06-17\|4.37\|2.34\|4.24\|4.43\|4.21\|2919096;2026-06-18\|4.19\|-4.12\|4.28\|4.29\|4.16\|1896410;2026-06-22\|4.45\|6.21\|4.21\|4.45\|4.08\|2643828;2026-06-23\|4.21\|-5.39\|4.40\|4.40\|4.16\|1745558;2026-06-24\|4.08\|-3.09\|4.16\|4.24\|4.01\|1296642;2026-06-25\|3.94\|-3.43\|4.05\|4.06\|3.81\|1543964;2026-06-26\|3.55\|-9.90\|3.85\|3.87\|3.55\|1579137;2026-06-29\|3.27\|-7.89\|3.42\|3.49\|3.21\|1360503;2026-06-30\|3.31\|1.22\|3.37\|3.50\|3.28\|1029185;2026-07-01\|3.32\|0.30\|3.28\|3.34\|3.16\|1123440;2026-07-02\|3.21\|-3.31\|3.24\|3.33\|3.20\|791764;2026-07-03\|3.24\|0.93\|3.22\|3.29\|3.20\|621410;2026-07-06\|3.08\|-4.94\|3.24\|3.26\|3.08\|756308;2026-07-07\|3.11\|0.97\|3.11\|3.18\|3.05\|536561;2026-07-08\|2.95\|-5.14\|3.09\|3.10\|2.93\|613624;2026-07-09\|2.88\|-2.37\|2.93\|2.95\|2.78\|718963;2026-07-10\|2.90\|0.69\|2.88\|2.97\|2.86\|579580;2026-07-13\|2.82\|-2.76\|2.87\|2.88\|2.81\|91290
113514	英伟达VR200NVL72服务器MLCC用量大增	被动元件+产品涨价+TLVR电感行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。公司原因： 1、据2026年6月8日异动公告，公司自2026年年初以来已调整部分产品售价，主要为传导上游原材料成本压力，涨价工作正在开展当中。 2、据2026年6月1日及6月4日互动易，公司TLVR结构的电感已在数据中心市场领域批量出售，并供应从一次电源到三次电源的一整套产品解决方案，已向国内头部服务器厂商及海外头部功率模块厂商批量供货。 3、据2025年年度报告，公司主要从事片式电感、片式敏感器件等新型片式被动电子元器件的研发、生产和销售，是国内最大片式压敏电阻生产商。	国内被动电子元器件行业电感细分龙头企业；公司专注于片式电感、片式敏感器件（包括热敏电阻、压敏电阻和钽电容）、LTCC器件、传感器等新型片式被动电子元器件的研产销，是华为、小米手机电感的重要供应商	2026-03-03\|41.84\|-3.93\|43.88\|44.44\|41.66\|390056;2026-03-04\|41.12\|-1.72\|41.08\|42.60\|40.82\|266084;2026-03-05\|40.92\|-0.49\|42.05\|42.79\|40.53\|308811;2026-03-06\|40.50\|-1.03\|40.88\|41.62\|40.27\|196747;2026-03-09\|38.86\|-4.05\|39.00\|39.24\|37.01\|371796;2026-03-10\|40.60\|4.48\|39.56\|41.28\|39.56\|304802;2026-03-11\|39.68\|-2.27\|40.60\|41.42\|39.61\|206875;2026-03-12\|38.45\|-3.10\|39.60\|39.61\|37.90\|298221;2026-03-13\|38.28\|-0.44\|38.20\|39.15\|37.81\|212147;2026-03-16\|38.63\|0.91\|38.39\|39.00\|37.04\|239682;2026-03-17\|37.75\|-2.28\|38.79\|38.92\|37.70\|238376;2026-03-18\|38.56\|2.15\|38.14\|38.79\|37.74\|176507;2026-03-19\|37.45\|-2.88\|37.82\|38.20\|37.21\|203630;2026-03-20\|36.11\|-3.58\|37.81\|37.89\|36.04\|200245;2026-03-23\|34.65\|-4.04\|35.49\|36.07\|34.41\|248874;2026-03-24\|34.85\|0.58\|35.25\|35.30\|33.80\|222081;2026-03-25\|35.67\|2.35\|35.67\|36.35\|35.27\|178940;2026-03-26\|34.94\|-2.05\|35.50\|35.82\|34.79\|122816;2026-03-27\|34.88\|-0.17\|34.49\|35.34\|34.20\|100440;2026-03-30\|35.00\|0.34\|34.19\|35.27\|34.01\|131674;2026-03-31\|33.88\|-3.20\|34.76\|35.19\|33.73\|175694;2026-04-01\|34.03\|2.84\|34.00\|34.24\|33.69\|145480;2026-04-02\|32.71\|-3.88\|33.80\|33.80\|32.40\|171089;2026-04-03\|32.43\|-0.86\|32.79\|33.00\|32.32\|121255;2026-04-07\|32.15\|-0.86\|32.50\|32.86\|32.01\|136728;2026-04-08\|34.48\|7.25\|33.10\|34.51\|33.10\|252106;2026-04-09\|33.90\|-1.68\|33.88\|34.07\|33.61\|210227;2026-04-10\|34.25\|1.03\|34.17\|34.75\|34.17\|179090;2026-04-13\|34.57\|0.93\|33.98\|35.05\|33.83\|190063;2026-04-14\|35.45\|2.55\|35.20\|36.05\|34.95\|280483;2026-04-15\|35.71\|0.73\|36.01\|36.55\|35.53\|248121;2026-04-16\|35.74\|0.08\|35.68\|35.96\|35.30\|193964;2026-04-17\|35.45\|-0.81\|35.60\|35.76\|35.18\|170647;2026-04-20\|35.23\|-0.62\|35.41\|35.94\|34.97\|276645;2026-04-21\|35.10\|-0.37\|35.07\|35.33\|34.20\|225735;2026-04-22\|36.14\|2.96\|35.12\|36.15\|34.77\|245067;2026-04-23\|35.51\|-1.74\|36.11\|36.47\|34.85\|216636;2026-04-24\|35.23\|-0.79\|35.45\|36.14\|34.94\|177876;2026-04-27\|35.57\|0.97\|35.40\|36.29\|35.38\|271003;2026-04-28\|35.31\|-0.73\|35.40\|35.55\|34.07\|216212;2026-04-29\|35.17\|-0.40\|34.80\|35.41\|34.51\|193926;2026-04-30\|33.95\|-3.47\|34.20\|35.60\|33.34\|556159;2026-05-06\|34.61\|1.94\|34.37\|34.80\|33.90\|376337;2026-05-07\|36.64\|5.87\|34.88\|36.96\|34.34\|439294;2026-05-08\|37.09\|1.23\|36.35\|37.54\|36.08\|354266;2026-05-11\|37.31\|0.59\|37.54\|37.98\|37.12\|338473;2026-05-12\|37.20\|-0.29\|37.50\|37.68\|36.60\|294005;2026-05-13\|38.18\|2.63\|36.92\|38.52\|36.72\|387449;2026-05-14\|36.77\|-3.69\|38.39\|38.39\|36.77\|306332;2026-05-15\|35.63\|-3.10\|36.84\|37.44\|35.02\|293115;2026-05-18\|36.69\|2.98\|35.10\|37.66\|34.62\|430041;2026-05-19\|39.77\|8.39\|36.50\|39.96\|36.22\|636396;2026-05-20\|39.83\|0.15\|41.25\|41.25\|38.72\|512403;2026-05-21\|39.90\|0.18\|40.28\|42.15\|39.81\|561876;2026-05-22\|43.30\|8.52\|40.80\|43.52\|40.80\|572691;2026-05-25\|46.13\|6.54\|45.85\|46.86\|44.68\|695779;2026-05-26\|45.15\|-2.12\|45.32\|46.00\|44.09\|446150;2026-05-27\|48.60\|7.64\|45.55\|49.49\|45.52\|667086;2026-05-28\|49.00\|0.82\|48.63\|50.29\|47.52\|529482;2026-05-29\|50.35\|2.76\|52.41\|52.88\|48.88\|624180;2026-06-01\|46.50\|-7.65\|48.85\|50.33\|46.00\|730369;2026-06-02\|48.85\|5.05\|46.00\|49.82\|45.91\|551814;2026-06-03\|47.80\|-2.15\|48.65\|48.87\|47.03\|435052;2026-06-04\|50.55\|5.75\|47.00\|51.11\|46.84\|574963;2026-06-05\|55.61\|10.01\|51.20\|55.61\|48.80\|811177;2026-06-08\|55.66\|0.09\|54.00\|59.50\|53.96\|1270878;2026-06-09\|61.23\|10.01\|58.00\|61.23\|56.70\|971315;2026-06-10\|58.30\|-4.79\|58.50\|61.69\|57.16\|737005;2026-06-11\|55.63\|-4.58\|57.80\|58.91\|54.33\|646750;2026-06-12\|56.16\|0.95\|57.30\|59.09\|55.44\|613371;2026-06-15\|61.30\|9.15\|57.86\|61.78\|57.20\|625502;2026-06-16\|61.29\|-0.02\|62.00\|62.80\|58.80\|652075;2026-06-17\|66.52\|8.53\|59.99\|67.42\|59.99\|718036;2026-06-18\|71.16\|6.98\|65.85\|72.24\|65.00\|522840;2026-06-22\|73.44\|3.20\|74.97\|75.50\|70.88\|579694;2026-06-23\|66.10\|-9.99\|72.20\|72.50\|66.10\|563728;2026-06-24\|67.78\|2.54\|65.10\|68.94\|64.21\|553747;2026-06-25\|71.19\|5.03\|67.90\|71.48\|66.78\|518970;2026-06-26\|68.82\|-3.33\|68.80\|71.18\|67.67\|397059;2026-06-29\|74.74\|8.60\|70.72\|75.70\|70.70\|742039;2026-06-30\|73.10\|-2.19\|75.07\|75.40\|70.40\|610367;2026-07-01\|74.60\|2.05\|75.85\|79.72\|73.04\|577861;2026-07-02\|67.52\|-9.49\|70.00\|72.88\|67.14\|535842;2026-07-03\|64.87\|-3.92\|66.69\|68.37\|64.55\|521582;2026-07-06\|61.03\|-5.92\|66.05\|66.40\|59.95\|551678;2026-07-07\|61.14\|0.18\|60.70\|62.94\|59.02\|366100;2026-07-08\|56.05\|-8.33\|61.50\|62.49\|55.60\|623704;2026-07-09\|58.48\|4.34\|57.50\|58.74\|55.15\|404600;2026-07-10\|54.11\|-7.47\|59.00\|60.08\|54.00\|451049;2026-07-13\|51.22\|-5.34\|53.65\|53.88\|51.15\|76284
113513	英伟达VR200NVL72服务器MLCC用量大增	AI服务器电源+超级电容+浙江国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月26日投资者关系管理信息，公司产品在服务器电源上的应用已全面铺开，较大规模应用并取得良好评价，2026年将是公司在该领域规模发展的元年，已取得批量订单；据2026年4月29日投资者关系管理信息，超级电容已深度受益于服务器UPS、数据中心供电升级趋势，2026年已取得千万级营收。 2、公司是国内少数同时布局铝电解电容、薄膜电容、超级电容三大产品线并实现上游材料一体化的平台型企业，2025年超级电容营业收入3.52亿元，同比增长52.51%。 3、据2025年年度报告，公司最终控制人为浙江省人民政府国有资产监督管理委员会，属于国有企业。 4、据国泰海通证券2026年6月21日研报，首次覆盖给予“增持”评级，认为公司受益于AI电源升级，电容进入量价齐升爆发周期，预计2026-2028年归母净利润分别为11.00/19.06/29.13亿元。	国内唯一、全球少数几家在铝电解电容器、薄膜电容器、超级电容器三大类电容器同时研产销的公司，而且是品种最齐全、产业链最完整的企业	2026-03-03\|32.52\|-6.79\|34.79\|34.90\|32.45\|361442;2026-03-04\|32.66\|0.43\|32.31\|33.78\|32.31\|227331;2026-03-05\|32.25\|-1.26\|33.30\|33.56\|31.82\|266735;2026-03-06\|31.90\|-1.09\|32.21\|32.88\|31.78\|175302;2026-03-09\|31.19\|-2.23\|31.00\|31.56\|29.11\|335520;2026-03-10\|32.07\|2.82\|31.90\|32.45\|31.59\|177208;2026-03-11\|31.41\|-2.06\|32.07\|32.78\|31.27\|277285;2026-03-12\|30.65\|-2.42\|31.36\|31.61\|30.00\|204375;2026-03-13\|30.58\|-0.23\|30.49\|31.35\|30.20\|179884;2026-03-16\|31.40\|2.68\|31.00\|31.97\|29.96\|300400;2026-03-17\|29.00\|-7.64\|31.40\|31.56\|28.94\|374211;2026-03-18\|29.86\|2.97\|29.36\|29.99\|28.85\|218170;2026-03-19\|28.60\|-4.22\|29.85\|29.85\|28.41\|198501;2026-03-20\|27.94\|-2.31\|28.89\|29.39\|27.94\|164809;2026-03-23\|26.38\|-5.58\|27.11\|27.53\|26.10\|205591;2026-03-24\|26.65\|1.02\|26.96\|27.10\|25.88\|180056;2026-03-25\|27.47\|3.08\|27.20\|27.76\|27.05\|214252;2026-03-26\|27.60\|0.47\|27.22\|27.83\|27.15\|163504;2026-03-27\|27.83\|0.83\|27.11\|28.22\|26.70\|172833;2026-03-30\|29.76\|6.93\|27.48\|30.38\|27.28\|411800;2026-03-31\|28.92\|-2.82\|29.65\|30.04\|28.81\|213251;2026-04-01\|29.40\|1.66\|29.49\|30.11\|29.15\|194419;2026-04-02\|28.35\|-3.57\|29.41\|29.70\|28.05\|168849;2026-04-03\|28.77\|1.48\|28.50\|29.12\|28.11\|217805;2026-04-07\|28.15\|-2.15\|28.78\|29.38\|28.01\|188038;2026-04-08\|30.97\|10.02\|29.20\|30.97\|29.00\|417630;2026-04-09\|30.89\|-0.26\|30.40\|31.60\|30.20\|304110;2026-04-10\|29.75\|-3.69\|30.48\|30.79\|29.56\|536868;2026-04-13\|30.65\|3.03\|29.46\|30.95\|29.16\|529178;2026-04-14\|33.39\|8.94\|31.30\|33.72\|31.18\|925682;2026-04-15\|33.99\|1.80\|33.56\|34.20\|32.09\|816336;2026-04-16\|33.84\|-0.44\|35.00\|35.80\|33.45\|580328;2026-04-17\|33.03\|-2.39\|34.02\|34.09\|32.75\|461186;2026-04-20\|34.76\|5.24\|33.32\|35.56\|32.91\|534133;2026-04-21\|35.68\|2.65\|34.51\|36.37\|34.07\|413323;2026-04-22\|34.88\|-2.24\|35.56\|36.00\|34.80\|382247;2026-04-23\|34.59\|-0.83\|35.16\|35.65\|34.10\|359948;2026-04-24\|34.22\|-1.07\|34.20\|36.23\|33.98\|439962;2026-04-27\|37.64\|9.99\|35.78\|37.64\|35.28\|470838;2026-04-28\|37.64\|0.00\|38.28\|38.57\|37.15\|699123;2026-04-29\|38.18\|1.43\|37.14\|38.50\|36.40\|496692;2026-04-30\|38.35\|0.45\|38.46\|38.99\|37.70\|501909;2026-05-06\|40.43\|5.42\|39.67\|41.67\|38.64\|583209;2026-05-07\|44.00\|8.83\|40.70\|44.47\|40.50\|504277;2026-05-08\|43.14\|-1.95\|43.80\|43.95\|42.38\|323451;2026-05-11\|46.13\|6.93\|43.95\|47.02\|43.50\|465389;2026-05-12\|44.35\|-3.86\|46.54\|46.54\|42.51\|620075;2026-05-13\|47.29\|6.63\|44.05\|48.52\|43.45\|459117;2026-05-14\|45.90\|-2.94\|48.10\|48.31\|44.98\|407965;2026-05-15\|48.66\|6.01\|46.50\|49.55\|45.40\|651058;2026-05-18\|53.35\|9.64\|51.31\|53.53\|48.83\|747482;2026-05-19\|58.69\|10.01\|52.39\|58.69\|51.60\|606968;2026-05-20\|58.60\|-0.15\|59.87\|59.99\|57.06\|580919;2026-05-21\|55.51\|-5.27\|58.46\|58.90\|55.00\|480568;2026-05-22\|60.50\|8.99\|58.00\|61.06\|56.33\|582264;2026-05-25\|61.91\|2.33\|63.00\|63.73\|58.96\|595515;2026-05-26\|61.45\|-0.74\|61.91\|63.00\|59.32\|395371;2026-05-27\|67.60\|10.01\|67.60\|67.60\|67.60\|140062;2026-05-28\|74.07\|9.99\|72.01\|74.07\|71.36\|222347;2026-05-29\|77.85\|5.10\|81.48\|81.48\|76.05\|1069307;2026-06-01\|79.15\|1.67\|77.85\|82.50\|75.10\|844612;2026-06-02\|83.46\|5.45\|77.28\|86.10\|76.30\|685074;2026-06-03\|87.59\|4.95\|84.42\|90.90\|81.00\|611987;2026-06-04\|96.35\|10.00\|89.00\|96.35\|89.00\|366399;2026-06-05\|90.00\|-6.59\|92.01\|95.00\|88.48\|830858;2026-06-08\|83.62\|-7.09\|88.39\|89.00\|83.22\|801229;2026-06-09\|91.98\|10.00\|84.73\|91.98\|80.00\|642122;2026-06-10\|87.60\|-4.76\|90.93\|92.80\|85.50\|549961;2026-06-11\|82.80\|-5.48\|87.41\|90.00\|81.30\|526312;2026-06-12\|81.25\|-1.87\|87.50\|87.79\|80.00\|546742;2026-06-15\|86.73\|6.74\|83.66\|88.11\|82.50\|465693;2026-06-16\|95.40\|10.00\|88.29\|95.40\|87.33\|495743;2026-06-17\|104.93\|9.99\|97.12\|104.94\|97.01\|613007;2026-06-18\|108.06\|2.98\|104.01\|111.11\|104.01\|509023;2026-06-22\|105.00\|-2.83\|108.44\|112.00\|100.18\|654251;2026-06-23\|94.50\|-10.00\|103.00\|103.00\|94.50\|566574;2026-06-24\|100.93\|6.80\|94.78\|102.85\|94.53\|565500;2026-06-25\|111.02\|10.00\|104.86\|111.02\|104.02\|213364;2026-06-26\|109.00\|-1.82\|113.01\|115.44\|107.66\|583437;2026-06-29\|106.00\|-2.75\|110.35\|114.50\|103.10\|533187;2026-06-30\|105.00\|-0.94\|104.59\|108.68\|101.00\|371366;2026-07-01\|106.66\|1.58\|106.50\|113.18\|104.00\|374813;2026-07-02\|98.66\|-7.50\|99.00\|102.97\|96.15\|443297;2026-07-03\|97.96\|-0.71\|98.51\|104.37\|95.88\|378618;2026-07-06\|96.41\|-1.58\|97.96\|105.00\|96.26\|422463;2026-07-07\|88.53\|-8.17\|95.75\|95.97\|87.52\|580266;2026-07-08\|83.68\|-5.48\|90.51\|91.60\|83.22\|403873;2026-07-09\|90.54\|8.20\|86.94\|90.63\|82.35\|447999;2026-07-10\|86.70\|-4.24\|93.00\|96.30\|85.80\|392791;2026-07-13\|83.87\|-3.26\|85.66\|86.40\|83.61\|65912
113512	英伟达VR200NVL72服务器MLCC用量大增	MLCC离型膜+复合铜箔+扭亏为盈行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2026年6月11日异动公告，公司MLCC离型膜主要应用于消费电子和汽车电子用领域，因技术壁垒较高暂未涉及AI算力相关应用，该业务营收占公司整体营收比例未达1%，短期内对公司业绩影响很小。 2、据2026年5月14日业绩说明会，公司复合铜箔项目已实现量产并获得多个订单，载体铜箔也已获得多个订单；据2025年年报，复合铜箔项目已具备规模化量产条件。 3、据2026年4月28日一季报，公司一季度实现归母净利润405.80万元，同比扭亏为盈。	公司MLCC离型膜已切入国内头部客户并实现稳定供货，复合铜箔项目正常推进，受益国产替代	2026-03-03\|7.32\|-5.67\|7.92\|7.97\|7.29\|550263;2026-03-04\|7.39\|0.96\|7.21\|7.51\|7.20\|316150;2026-03-05\|7.40\|0.14\|7.55\|7.63\|7.34\|249806;2026-03-06\|7.41\|0.14\|7.36\|7.50\|7.32\|246239;2026-03-09\|7.29\|-1.62\|7.38\|7.41\|7.06\|378155;2026-03-10\|7.48\|2.61\|7.37\|7.59\|7.35\|291818;2026-03-11\|7.51\|0.40\|7.49\|7.67\|7.41\|303145;2026-03-12\|7.86\|4.66\|7.58\|8.03\|7.49\|591862;2026-03-13\|7.64\|-2.80\|7.77\|7.88\|7.59\|382699;2026-03-16\|8.05\|5.37\|7.68\|8.18\|7.65\|750067;2026-03-17\|7.93\|-1.49\|8.02\|8.12\|7.91\|544688;2026-03-18\|7.71\|-2.77\|7.94\|8.22\|7.45\|673298;2026-03-19\|7.36\|-4.54\|7.77\|7.77\|7.31\|463330;2026-03-20\|7.06\|-4.08\|7.45\|7.49\|7.05\|454420;2026-03-23\|6.60\|-6.52\|6.85\|7.04\|6.52\|404198;2026-03-24\|6.82\|3.33\|6.78\|6.88\|6.55\|352581;2026-03-25\|6.97\|2.20\|6.88\|7.09\|6.88\|330604;2026-03-26\|6.89\|-1.15\|7.00\|7.35\|6.87\|466568;2026-03-27\|7.29\|5.81\|6.85\|7.47\|6.79\|524112;2026-03-30\|7.19\|-1.37\|7.19\|7.30\|7.08\|261767;2026-03-31\|6.79\|-5.56\|7.18\|7.19\|6.78\|369547;2026-04-01\|6.88\|1.33\|6.94\|7.05\|6.82\|241584;2026-04-02\|6.76\|-1.74\|6.89\|7.01\|6.69\|260500;2026-04-03\|6.53\|-3.40\|6.79\|6.86\|6.45\|260478;2026-04-07\|6.75\|3.37\|6.55\|6.78\|6.55\|237079;2026-04-08\|6.90\|2.22\|6.89\|6.95\|6.78\|217393;2026-04-09\|6.82\|-1.16\|6.81\|6.94\|6.72\|191277;2026-04-10\|6.82\|0.00\|6.88\|6.97\|6.80\|183100;2026-04-13\|6.86\|0.59\|6.78\|6.87\|6.68\|228604;2026-04-14\|6.94\|1.17\|6.87\|6.95\|6.79\|213752;2026-04-15\|7.15\|3.03\|6.98\|7.63\|6.96\|737251;2026-04-16\|7.13\|-0.28\|7.18\|7.21\|7.03\|392966;2026-04-17\|7.46\|4.63\|7.06\|7.60\|7.05\|684671;2026-04-20\|7.65\|2.55\|7.36\|7.92\|7.36\|729360;2026-04-21\|7.84\|2.48\|7.64\|8.02\|7.57\|504249;2026-04-22\|7.85\|0.13\|7.84\|7.96\|7.73\|467608;2026-04-23\|7.54\|-3.95\|7.81\|7.84\|7.49\|517787;2026-04-24\|7.62\|1.06\|7.54\|7.73\|7.43\|351102;2026-04-27\|8.02\|5.25\|7.62\|8.05\|7.52\|499509;2026-04-28\|7.77\|-3.12\|7.83\|7.98\|7.24\|936614;2026-04-29\|7.78\|0.13\|7.72\|7.89\|7.59\|455764;2026-04-30\|7.75\|-0.39\|7.74\|8.04\|7.62\|487402;2026-05-06\|8.16\|5.29\|7.80\|8.23\|7.79\|586716;2026-05-07\|7.97\|-2.33\|8.15\|8.33\|7.90\|610491;2026-05-08\|7.89\|-1.00\|7.92\|8.06\|7.82\|367664;2026-05-11\|8.68\|10.01\|7.95\|8.68\|7.93\|612260;2026-05-12\|8.78\|1.15\|9.00\|9.29\|8.45\|1848779;2026-05-13\|8.65\|-1.48\|8.72\|8.77\|8.41\|924895;2026-05-14\|8.36\|-3.35\|8.64\|8.82\|8.36\|896995;2026-05-15\|8.39\|0.36\|8.45\|9.05\|8.36\|769429;2026-05-18\|8.69\|3.58\|8.46\|8.70\|8.24\|706948;2026-05-19\|8.95\|2.99\|8.55\|9.17\|8.37\|1016536;2026-05-20\|8.37\|-6.48\|8.94\|8.94\|8.36\|935971;2026-05-21\|8.16\|-2.51\|8.40\|9.16\|8.00\|870571;2026-05-22\|8.98\|10.05\|8.18\|8.98\|7.88\|898718;2026-05-25\|9.88\|10.02\|9.78\|9.88\|9.62\|435718;2026-05-26\|10.87\|10.02\|10.07\|10.87\|9.80\|2138613;2026-05-27\|10.75\|-1.10\|10.43\|11.23\|10.25\|2527872;2026-05-28\|11.39\|5.95\|10.44\|11.80\|10.44\|2287489;2026-05-29\|10.23\|-10.03\|11.05\|11.47\|10.23\|1789782;2026-06-01\|10.57\|3.32\|10.17\|11.05\|10.00\|1436014;2026-06-02\|11.22\|6.15\|10.40\|11.35\|10.20\|1844540;2026-06-03\|10.73\|-4.37\|11.01\|11.58\|10.48\|1842530;2026-06-04\|11.80\|9.97\|10.74\|11.80\|10.70\|736617;2026-06-05\|11.82\|0.17\|12.98\|12.98\|11.71\|2961005;2026-06-08\|11.09\|-6.18\|10.93\|12.30\|10.93\|2237965;2026-06-09\|12.20\|10.01\|11.27\|12.20\|11.10\|1286480;2026-06-10\|13.42\|10.00\|12.91\|13.42\|12.91\|1672630;2026-06-11\|12.42\|-7.45\|13.16\|13.48\|12.08\|2832339;2026-06-12\|11.58\|-6.76\|12.42\|12.79\|11.24\|2026361;2026-06-15\|12.74\|10.02\|11.76\|12.74\|11.76\|954632;2026-06-16\|14.01\|9.97\|13.77\|14.01\|13.74\|616477;2026-06-17\|14.86\|6.07\|13.56\|15.18\|13.52\|2890015;2026-06-18\|14.85\|-0.07\|14.79\|15.15\|14.40\|1897697;2026-06-22\|14.60\|-1.68\|15.22\|15.35\|14.17\|1654040;2026-06-23\|13.65\|-6.51\|14.34\|14.40\|13.15\|1300460;2026-06-24\|14.00\|2.56\|13.31\|14.17\|13.30\|1441967;2026-06-25\|14.70\|5.00\|14.29\|14.85\|13.33\|1721961;2026-06-26\|13.46\|-8.44\|14.13\|14.29\|13.35\|1195372;2026-06-29\|12.38\|-8.02\|13.70\|14.14\|12.11\|1211431;2026-06-30\|12.40\|0.16\|12.01\|12.76\|11.50\|1044698;2026-07-01\|12.02\|-3.06\|12.66\|12.85\|11.91\|1059120;2026-07-02\|11.43\|-4.91\|11.60\|12.16\|11.30\|891270;2026-07-03\|11.04\|-3.41\|11.44\|11.48\|10.88\|818073;2026-07-06\|10.34\|-6.34\|11.12\|11.31\|10.30\|720752;2026-07-07\|11.37\|9.96\|10.40\|11.37\|10.25\|436256;2026-07-08\|10.35\|-8.97\|11.38\|11.39\|10.30\|988514;2026-07-09\|10.57\|2.13\|10.77\|10.89\|9.83\|909929;2026-07-10\|9.99\|-5.49\|10.60\|10.81\|9.98\|730002;2026-07-13\|9.64\|-3.50\|9.80\|9.93\|9.63\|124537

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