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
121575		锆钛矿选矿+申请摘帽+或资产注入行业原因：据财闻6月18日报道，消息面上，美国麻省理工学院研究团队给氮化镓芯片嵌入一层超薄单晶金刚石，突破了高功率无线芯片散热瓶颈，并制备出性能创纪录的无线功率放大器，此事引起广泛关注。公司原因： 1、据2026年4月30日年报，公司构建“家居+锆钛矿选矿”双主业，控股广西锆业切入锆钛矿选矿领域，设计处理毛矿能力60万吨/年，产品覆盖锆英砂、钛精矿、独居石等，服务于新能源、高端陶瓷等领域头部客户。 2、据2026年5月20日投资者关系活动表，公司2025年度扣除后营收高于3亿元，已向上交所申请撤销退市风险警示及其他风险警示。 3、据2026年5月20日投资者关系活动表，投资者关注控股股东吴涛旗下域潇集团解决同业竞争及优质资产注入的预期；据2026年5月1日异动公告，控股股东不存在筹划资产注入等重大事项。	公司主要从事中高端海派艺术家具产品的生产	2026-05-07\|66.55\|2.53\|65.80\|67.99\|65.01\|29120;2026-05-08\|66.13\|-0.63\|67.54\|67.75\|66.00\|17293;2026-05-11\|66.99\|1.30\|67.40\|67.45\|65.27\|21725;2026-05-12\|67.74\|1.12\|67.99\|69.10\|67.01\|20170;2026-05-13\|66.42\|-1.95\|67.79\|68.00\|65.40\|17640;2026-05-14\|66.60\|0.27\|66.77\|67.50\|65.60\|19466;2026-05-15\|69.93\|5.00\|66.35\|69.93\|66.35\|25295;2026-05-18\|66.43\|-5.00\|70.97\|71.80\|66.43\|31756;2026-05-19\|63.11\|-5.00\|65.00\|65.13\|63.11\|8816;2026-05-20\|62.35\|-1.20\|59.95\|65.82\|59.95\|33293;2026-05-21\|63.13\|1.25\|63.00\|64.85\|62.59\|19574;2026-05-22\|62.90\|-0.36\|63.19\|63.80\|61.50\|12418;2026-05-25\|60.00\|-4.61\|63.00\|63.40\|59.76\|20302;2026-05-26\|61.20\|2.00\|59.97\|61.80\|57.20\|18835;2026-05-27\|60.83\|-0.60\|61.20\|62.68\|59.90\|15036;2026-05-28\|59.01\|-2.99\|60.41\|60.82\|59.00\|9738;2026-05-29\|59.10\|0.15\|59.44\|60.39\|57.65\|14523;2026-06-01\|61.23\|3.60\|59.37\|61.92\|58.00\|14850;2026-06-02\|64.29\|5.00\|61.33\|64.29\|61.33\|10008;2026-06-03\|63.95\|-0.53\|65.92\|66.10\|63.01\|20313;2026-06-04\|62.51\|-2.25\|62.04\|64.10\|62.04\|8891;2026-06-05\|60.21\|-3.68\|63.10\|63.10\|60.00\|9166;2026-06-08\|57.86\|-3.90\|58.10\|59.40\|57.74\|10117;2026-06-09\|59.01\|1.99\|57.83\|59.95\|57.51\|11386;2026-06-10\|58.00\|-1.71\|58.89\|59.23\|57.90\|6776;2026-06-11\|57.85\|-0.26\|57.42\|58.40\|57.11\|6345;2026-06-12\|59.40\|2.68\|59.26\|60.55\|58.50\|8120;2026-06-15\|59.07\|-0.56\|59.30\|60.50\|58.58\|8512;2026-06-16\|59.80\|1.24\|59.77\|60.00\|57.35\|9709;2026-06-17\|58.35\|-2.42\|60.00\|60.00\|57.97\|7927;2026-06-18\|61.27\|5.00\|58.99\|61.27\|57.55\|16593;2026-06-22\|61.05\|-0.36\|61.71\|62.75\|60.22\|12094;2026-06-23\|59.30\|-2.87\|61.05\|61.75\|59.03\|10781;2026-06-24\|58.75\|-0.93\|59.36\|60.98\|58.38\|7027;2026-06-25\|58.02\|-1.24\|58.75\|58.99\|57.64\|9402;2026-06-26\|57.21\|-1.40\|57.50\|59.80\|57.20\|12019;2026-06-29\|60.07\|5.00\|57.22\|60.07\|57.22\|24492;2026-07-01\|58.71\|-2.26\|61.00\|62.96\|54.33\|46073;2026-07-02\|61.60\|4.92\|56.70\|62.74\|56.70\|37098;2026-07-03\|57.99\|-5.86\|62.81\|62.87\|57.48\|32316;2026-07-06\|58.00\|0.02\|58.00\|58.65\|54.76\|25845;2026-07-07\|57.76\|-0.41\|57.23\|59.50\|56.62\|10313;2026-07-08\|58.62\|1.49\|57.70\|60.00\|56.63\|19489;2026-07-09\|60.28\|2.83\|59.20\|61.88\|57.79\|27917;2026-07-10\|57.98\|-3.82\|60.00\|61.15\|57.70\|22344;2026-07-13\|55.28\|-4.66\|58.00\|58.70\|54.88\|18846;2026-07-14\|55.30\|0.04\|55.20\|56.20\|54.78\|11376;2026-07-15\|51.70\|-6.51\|55.31\|55.31\|51.31\|19571;2026-07-16\|51.09\|-1.18\|50.74\|52.65\|50.10\|18410;2026-07-17\|47.30\|-7.42\|50.72\|51.80\|46.00\|36981;2026-07-20\|44.00\|-6.98\|48.24\|48.69\|42.57\|38344;2026-07-21\|43.04\|-2.18\|44.00\|44.50\|39.70\|55216;2026-07-22\|41.22\|-4.23\|42.59\|43.45\|40.70\|32016;2026-07-23\|40.85\|-0.90\|41.58\|43.48\|40.00\|30692;2026-07-24\|38.50\|-5.75\|40.10\|40.70\|38.31\|34071;2026-07-27\|42.35\|10.00\|38.84\|42.35\|37.51\|20810;2026-07-28\|46.59\|10.01\|43.33\|46.59\|43.33\|29098;2026-07-29\|44.40\|-4.70\|47.87\|50.90\|43.93\|76233;2026-07-30\|40.02\|-9.86\|43.39\|45.39\|39.96\|44143;2026-07-31\|41.41\|3.47\|40.98\|43.20\|40.98\|30875;2026-08-03\|40.93\|-1.16\|41.39\|42.01\|40.68\|18437;2026-08-04\|43.53\|6.35\|41.49\|44.80\|40.82\|26690;2026-08-05\|44.96\|3.29\|43.55\|45.50\|43.50\|25960;2026-08-06\|46.08\|2.49\|44.13\|46.66\|44.05\|23130;2026-08-07\|45.35\|-1.58\|45.80\|46.00\|43.70\|20666;2026-08-10\|44.71\|-1.41\|45.50\|45.76\|43.95\|20796;2026-08-11\|45.80\|2.44\|44.30\|49.00\|43.81\|35456;2026-08-12\|45.20\|-1.31\|45.85\|46.66\|44.80\|21081;2026-08-13\|43.60\|-3.54\|44.86\|45.40\|43.43\|22106;2026-08-14\|43.85\|0.57\|43.52\|44.68\|43.28\|12992;2026-08-17\|48.24\|10.01\|43.98\|48.24\|43.58\|27176;2026-08-18\|47.95\|-0.60\|49.00\|50.35\|47.64\|40456;2026-08-19\|47.48\|-0.98\|47.47\|51.77\|47.02\|48527;2026-08-20\|46.23\|-2.63\|48.00\|49.00\|46.06\|33873;2026-08-21\|45.85\|-0.82\|46.74\|47.38\|45.08\|26577;2026-08-24\|42.74\|-6.78\|45.51\|45.68\|42.40\|37020;2026-08-25\|43.93\|2.78\|42.37\|44.25\|41.64\|29458;2026-08-26\|43.26\|-1.53\|43.61\|44.16\|43.10\|18511;2026-08-27\|43.30\|0.09\|43.25\|43.47\|42.33\|17832;2026-08-28\|42.80\|-1.15\|43.48\|44.05\|42.80\|19744;2026-08-31\|44.15\|3.15\|42.58\|44.50\|41.52\|25276;2026-09-01\|43.68\|-1.06\|44.01\|44.80\|43.38\|14041;2026-09-02\|44.55\|1.99\|43.50\|45.88\|42.67\|31130;2026-09-03\|45.37\|1.84\|44.25\|46.00\|44.13\|27342;2026-09-04\|44.17\|-2.64\|45.52\|45.70\|43.81\|25817;2026-09-07\|44.00\|-0.38\|44.01\|45.39\|43.60\|18605;2026-09-08\|43.29\|-1.61\|44.12\|44.18\|43.18\|15704;2026-09-09\|43.65\|0.83\|43.00\|45.23\|42.80\|24335;2026-09-10\|45.43\|4.08\|41.90\|46.00\|41.30\|50569
121574		涨停揭秘：上海二手房成交创十年新高带动装修需求回暖，地产链修复预期升温；涨停缘由：公司为高端瓷砖龙头，零售渠道占比升至45%，二手房翻新及存量房装修需求回升，叠加地产融资白名单项目加速落地；资金逻辑：地产链板块资金回流明显，主力净流入超3000万元，技术面站上60日均线；风险提示：房地产新开工仍低迷，工程端需求恢复缓慢，原材料价格波动加大成本压力	行业陶瓷大板、岩板龙头，公司及子公司近日收到国家知识产权局和美国专利及商标局颁发的3项《发明专利证书》。专利名称分别为“具有防伪视觉效果的陶瓷板及其制备方法”、“一种具有颜色玉石效果的陶瓷岩板及其制备方法”和“一种具有鎏金溢彩黑金脉纹的瓷质仿古砖及其制备方法”。	2026-05-07\|10.52\|-0.85\|10.66\|10.76\|10.47\|76816;2026-05-08\|11.57\|9.98\|10.53\|11.57\|10.49\|152763;2026-05-11\|12.73\|10.03\|12.73\|12.73\|12.73\|76740;2026-05-12\|14.00\|9.98\|14.00\|14.00\|14.00\|40235;2026-05-13\|15.40\|10.00\|14.25\|15.40\|13.52\|518085;2026-05-14\|16.94\|10.00\|16.20\|16.94\|15.99\|265722;2026-05-15\|18.63\|9.98\|18.63\|18.63\|17.60\|476730;2026-05-18\|16.77\|-9.98\|17.55\|17.97\|16.77\|201104;2026-05-19\|16.77\|0.00\|16.28\|18.05\|15.90\|636790;2026-05-20\|15.09\|-10.02\|17.38\|17.68\|15.09\|440724;2026-05-21\|14.01\|-7.16\|14.15\|15.50\|13.96\|536389;2026-05-22\|14.63\|4.43\|13.79\|15.00\|13.33\|399748;2026-05-25\|14.70\|0.48\|14.41\|15.65\|13.17\|577291;2026-05-26\|14.02\|-4.63\|14.55\|14.88\|13.63\|353253;2026-05-27\|13.60\|-3.00\|14.00\|14.02\|13.28\|255310;2026-05-28\|14.96\|10.00\|13.67\|14.96\|13.59\|142846;2026-05-29\|13.46\|-10.03\|15.39\|15.86\|13.46\|381480;2026-06-01\|12.93\|-3.94\|12.50\|13.60\|12.12\|351243;2026-06-02\|12.45\|-3.71\|12.78\|13.25\|12.35\|295380;2026-06-03\|12.75\|2.41\|12.69\|13.14\|12.54\|247392;2026-06-04\|12.42\|-2.59\|12.56\|12.73\|12.15\|163941;2026-06-05\|12.30\|-0.97\|12.35\|12.79\|11.83\|170016;2026-06-08\|11.67\|-5.12\|11.71\|12.37\|11.53\|152150;2026-06-09\|12.02\|3.00\|11.82\|12.10\|11.37\|165927;2026-06-10\|11.67\|-2.91\|11.88\|12.26\|11.49\|116186;2026-06-11\|11.64\|-0.26\|11.51\|11.90\|11.30\|110315;2026-06-12\|11.65\|0.09\|11.83\|12.00\|11.51\|125637;2026-06-15\|11.55\|-0.86\|11.70\|12.05\|11.47\|125262;2026-06-16\|11.39\|-1.39\|11.55\|11.58\|11.14\|168810;2026-06-17\|12.53\|10.01\|11.29\|12.53\|11.21\|267943;2026-06-18\|11.43\|-8.19\|12.23\|12.69\|11.36\|399129;2026-06-22\|11.11\|-2.80\|11.63\|12.00\|10.96\|264380;2026-06-23\|11.02\|-0.81\|11.20\|11.47\|11.00\|182382;2026-06-24\|10.68\|-3.09\|10.96\|11.05\|10.54\|135169;2026-06-25\|10.24\|-4.12\|10.62\|10.75\|10.14\|134856;2026-06-26\|9.95\|-2.83\|10.19\|10.31\|9.86\|114430;2026-06-29\|9.97\|0.20\|10.14\|10.56\|9.72\|129205;2026-06-30\|10.05\|0.80\|9.98\|10.09\|9.82\|106250;2026-07-01\|10.25\|1.99\|10.05\|10.39\|10.00\|116945;2026-07-02\|10.14\|-1.07\|10.25\|10.44\|10.09\|114110;2026-07-03\|10.29\|1.48\|10.24\|10.53\|10.10\|98799;2026-07-06\|10.00\|-2.82\|10.29\|10.47\|10.00\|78837;2026-07-07\|9.57\|-4.30\|10.00\|10.02\|9.53\|82864;2026-07-08\|9.24\|-3.45\|9.59\|9.59\|9.22\|73214;2026-07-09\|9.17\|-0.76\|9.30\|9.33\|8.89\|81117;2026-07-10\|9.40\|2.51\|9.16\|9.69\|9.10\|120356;2026-07-13\|8.75\|-6.91\|9.38\|9.46\|8.72\|103789;2026-07-14\|8.85\|1.14\|8.71\|8.88\|8.56\|80618;2026-07-15\|9.35\|5.65\|9.15\|9.44\|8.95\|174871;2026-07-16\|9.36\|0.11\|9.27\|9.62\|9.16\|107351;2026-07-17\|9.04\|-3.42\|9.36\|9.51\|8.99\|134596;2026-07-20\|8.67\|-4.09\|9.15\|9.21\|8.54\|143355;2026-07-21\|8.56\|-1.27\|8.70\|8.90\|8.04\|179951;2026-07-22\|8.53\|-0.35\|8.55\|8.75\|8.44\|102160;2026-07-23\|8.76\|2.70\|8.56\|8.79\|8.48\|73807;2026-07-24\|8.48\|-3.20\|8.69\|8.77\|8.47\|67422;2026-07-27\|9.33\|10.02\|8.46\|9.33\|8.43\|98903;2026-07-28\|9.21\|-1.29\|9.24\|9.30\|9.06\|182089;2026-07-29\|9.38\|1.85\|9.13\|9.45\|9.13\|171617;2026-07-30\|9.00\|-4.05\|9.29\|9.32\|8.93\|134080;2026-07-31\|9.17\|1.89\|9.17\|9.32\|9.08\|128156;2026-08-03\|9.53\|3.93\|9.35\|9.65\|9.35\|131861;2026-08-04\|9.60\|0.73\|9.64\|9.68\|9.40\|108848;2026-08-05\|9.63\|0.31\|9.57\|9.75\|9.46\|99511;2026-08-06\|9.76\|1.35\|9.58\|9.83\|9.51\|122611;2026-08-07\|9.78\|0.20\|9.73\|9.97\|9.43\|146931;2026-08-10\|10.01\|2.35\|9.90\|10.10\|9.73\|152955;2026-08-11\|9.88\|-1.30\|9.87\|10.03\|9.75\|112254;2026-08-12\|10.13\|2.53\|9.88\|10.14\|9.84\|104867;2026-08-13\|10.01\|-1.18\|10.22\|10.30\|9.96\|111917;2026-08-14\|9.97\|-0.40\|10.00\|10.04\|9.74\|82155;2026-08-17\|10.48\|5.12\|10.00\|10.85\|9.89\|213361;2026-08-18\|10.07\|-3.91\|10.30\|10.33\|10.01\|186802;2026-08-19\|9.78\|-2.88\|10.12\|10.30\|9.75\|146908;2026-08-20\|9.99\|2.15\|9.82\|10.14\|9.80\|103886;2026-08-21\|10.13\|1.40\|9.91\|10.17\|9.74\|90876;2026-08-24\|9.81\|-3.16\|10.13\|10.20\|9.71\|87897;2026-08-25\|10.13\|3.26\|9.68\|10.21\|9.68\|100286;2026-08-26\|10.07\|-0.59\|10.19\|10.19\|9.95\|83949;2026-08-27\|10.30\|2.28\|10.03\|10.30\|10.00\|108017;2026-08-28\|11.33\|10.00\|10.40\|11.33\|10.28\|233456;2026-08-31\|11.50\|1.50\|12.10\|12.46\|11.33\|585558;2026-09-01\|11.71\|1.83\|11.39\|12.00\|11.18\|466152;2026-09-02\|11.22\|-4.18\|11.48\|11.75\|11.06\|284203;2026-09-03\|11.02\|-1.78\|11.26\|11.31\|11.02\|192072;2026-09-04\|10.94\|-0.73\|11.08\|11.26\|10.85\|153864;2026-09-07\|10.91\|-0.27\|10.98\|11.14\|10.90\|113644;2026-09-08\|10.99\|0.73\|10.92\|11.06\|10.84\|101817;2026-09-09\|10.75\|-2.18\|11.00\|11.02\|10.64\|115042;2026-09-10\|11.24\|4.56\|10.70\|11.75\|10.58\|349060
121573		AI应用+低空经济+卫星数据应用行业原因：据国元国际7月22日研报，国内AI商业化进程加速，月之暗面发布2.8万亿参数开源模型Kimi K3，7月15日网信办发布7款手机端侧生成式AI服务备案信息，应用端价值有望重估。公司原因： 1、据2026年7月1日投资者互动记录，公司自研的“开端大模型”已形成多模态、行业语言及AIGC三大模型矩阵，深度融入安防摄像机和各类平台软件中，并在警情分析等十多个行业应用场景落地。 2、据2026年7月1日投资者互动记录，公司低空飞行管理平台已初步具备向市场推广的基础，并已引入民航领域战略投资者；据2026年6月1日投资者互动记录，2026年公司与航宇的关联交易规模预计为3亿元。 3、据2026年7月1日投资者互动记录，公司正拓展星载算力一体机与卫星数据应用等前沿领域，积极推进空天地一体化相关产业合作，探索卫星数据、低空感知与城市级智能协同等新兴领域。	公司与华东师范大学共建“卫星应用技术联合实验室”，首颗技术验证星预计2026年5月左右发射，实现高光谱遥感数据星上AI实时处理	2026-05-07\|13.29\|2.07\|13.09\|13.40\|12.95\|435391;2026-05-08\|13.33\|0.30\|13.36\|13.54\|12.73\|475041;2026-05-11\|13.84\|3.83\|13.50\|14.20\|13.00\|590146;2026-05-12\|13.78\|-0.43\|13.87\|13.95\|13.39\|385191;2026-05-13\|13.87\|0.65\|13.58\|14.20\|13.58\|456096;2026-05-14\|13.67\|-1.44\|13.90\|14.12\|13.58\|357416;2026-05-15\|13.14\|-3.88\|13.65\|13.89\|12.95\|438489;2026-05-18\|12.90\|-1.83\|13.11\|13.24\|12.65\|396584;2026-05-19\|13.49\|4.57\|12.97\|13.52\|12.81\|300632;2026-05-20\|13.11\|-2.82\|13.52\|14.53\|13.06\|483890;2026-05-21\|12.48\|-4.81\|13.23\|13.27\|12.38\|376245;2026-05-22\|12.41\|-0.56\|12.51\|12.79\|12.21\|258897;2026-05-25\|12.66\|2.01\|12.65\|12.93\|12.08\|349449;2026-05-26\|12.88\|1.74\|12.61\|13.15\|12.43\|284740;2026-05-27\|12.88\|0.00\|12.80\|12.98\|12.57\|281638;2026-05-28\|12.60\|-2.17\|12.81\|13.34\|12.48\|400459;2026-05-29\|11.88\|-5.71\|12.60\|12.65\|11.75\|318347;2026-06-01\|11.80\|-0.67\|11.89\|12.24\|11.74\|203165;2026-06-02\|11.40\|-3.39\|11.80\|11.90\|11.35\|220413;2026-06-03\|11.90\|4.39\|11.57\|12.26\|11.28\|318250;2026-06-04\|11.91\|0.08\|11.87\|12.27\|11.51\|229962;2026-06-05\|11.64\|-2.27\|11.91\|12.03\|11.60\|167352;2026-06-08\|11.18\|-3.95\|11.37\|11.62\|10.91\|205469;2026-06-09\|11.55\|3.31\|11.30\|11.69\|11.02\|212911;2026-06-10\|11.22\|-2.86\|11.55\|11.72\|11.08\|181118;2026-06-11\|11.03\|-1.69\|11.10\|11.22\|10.73\|180541;2026-06-12\|11.13\|0.91\|11.13\|11.21\|10.82\|176738;2026-06-15\|11.12\|-0.09\|11.12\|11.38\|10.94\|245804;2026-06-16\|11.93\|7.28\|11.35\|12.08\|11.00\|302756;2026-06-17\|12.17\|2.01\|11.83\|12.47\|11.83\|285642;2026-06-18\|12.17\|0.00\|12.17\|12.35\|11.80\|226534;2026-06-22\|13.20\|8.46\|12.56\|13.39\|12.56\|612879;2026-06-23\|13.42\|1.67\|13.43\|13.77\|13.08\|435154;2026-06-24\|13.36\|-0.45\|13.38\|13.77\|12.84\|343559;2026-06-25\|12.85\|-3.82\|13.41\|13.65\|12.80\|290270;2026-06-26\|11.98\|-6.77\|12.81\|12.83\|11.93\|265464;2026-06-29\|11.70\|-2.34\|11.98\|12.20\|11.36\|252796;2026-06-30\|12.25\|4.70\|11.70\|12.58\|11.61\|258291;2026-07-01\|11.73\|-4.24\|12.19\|12.31\|11.71\|251600;2026-07-02\|11.44\|-2.47\|11.79\|12.29\|11.40\|256631;2026-07-03\|11.13\|-2.71\|11.44\|11.57\|11.08\|219940;2026-07-06\|11.19\|0.54\|11.20\|11.61\|11.00\|278485;2026-07-07\|10.71\|-4.29\|11.06\|11.29\|10.66\|177923;2026-07-08\|10.33\|-3.55\|10.89\|11.02\|10.23\|199038;2026-07-09\|10.26\|-0.68\|10.34\|10.43\|9.81\|210128;2026-07-10\|10.50\|2.34\|10.51\|11.05\|10.19\|227295;2026-07-13\|9.45\|-10.00\|10.32\|10.54\|9.45\|237597;2026-07-14\|9.63\|1.90\|9.43\|9.71\|9.09\|190739;2026-07-15\|9.54\|-0.93\|9.58\|9.89\|9.40\|132459;2026-07-16\|9.20\|-3.56\|9.41\|9.65\|9.13\|146106;2026-07-17\|8.28\|-10.00\|9.19\|9.22\|8.28\|255345;2026-07-20\|7.90\|-4.59\|8.50\|8.60\|7.60\|267646;2026-07-21\|7.98\|1.01\|8.11\|8.11\|7.11\|342433;2026-07-22\|7.85\|-1.63\|7.96\|8.22\|7.75\|205521;2026-07-23\|7.85\|0.00\|7.85\|7.99\|7.65\|160465;2026-07-24\|7.71\|-1.78\|7.78\|7.99\|7.69\|176838;2026-07-27\|8.48\|9.99\|7.72\|8.48\|7.60\|202967;2026-07-28\|8.22\|-3.07\|8.64\|8.70\|8.09\|335138;2026-07-29\|8.03\|-2.31\|8.23\|8.30\|7.81\|207974;2026-07-30\|8.83\|9.96\|7.97\|8.83\|7.97\|341006;2026-07-31\|9.33\|5.66\|8.83\|9.42\|8.52\|451131;2026-08-03\|9.97\|6.86\|8.97\|10.26\|8.96\|425547;2026-08-04\|10.26\|2.91\|9.99\|10.28\|9.78\|315951;2026-08-05\|10.46\|1.95\|10.26\|10.59\|10.23\|255684;2026-08-06\|10.90\|4.21\|10.55\|11.10\|10.45\|318822;2026-08-07\|11.99\|10.00\|11.00\|11.99\|10.97\|337106;2026-08-10\|12.25\|2.17\|12.19\|12.33\|11.71\|422082;2026-08-11\|12.10\|-1.22\|12.27\|12.43\|11.90\|264987;2026-08-12\|12.19\|0.74\|12.28\|12.29\|11.92\|259239;2026-08-13\|11.80\|-3.20\|12.25\|12.77\|11.74\|363726;2026-08-14\|11.86\|0.51\|12.00\|12.00\|11.53\|235752;2026-08-17\|12.67\|6.83\|12.10\|12.68\|11.99\|280373;2026-08-18\|12.47\|-1.58\|12.57\|13.03\|12.34\|255893;2026-08-19\|11.64\|-6.66\|12.29\|12.35\|11.56\|285021;2026-08-20\|11.28\|-3.09\|11.86\|11.93\|11.10\|264539;2026-08-21\|11.41\|1.15\|11.28\|11.56\|11.00\|223008;2026-08-24\|10.95\|-4.03\|11.57\|11.57\|10.75\|192749;2026-08-25\|10.64\|-2.83\|11.00\|11.00\|10.53\|165289;2026-08-26\|10.68\|0.38\|10.60\|10.95\|10.40\|216149;2026-08-27\|10.76\|0.75\|10.64\|10.79\|10.52\|141388;2026-08-28\|10.79\|0.28\|10.81\|11.17\|10.68\|214707;2026-08-31\|10.89\|0.93\|10.66\|11.17\|10.62\|153333;2026-09-01\|10.76\|-1.19\|10.87\|11.07\|10.72\|131390;2026-09-02\|10.52\|-2.23\|10.62\|10.68\|10.31\|159567;2026-09-03\|10.60\|0.76\|10.60\|10.71\|10.38\|124136;2026-09-04\|10.18\|-3.96\|10.62\|10.70\|10.13\|149163;2026-09-07\|10.05\|-1.28\|10.25\|10.25\|9.97\|183198;2026-09-08\|9.93\|-1.19\|10.09\|10.13\|9.83\|134308;2026-09-09\|9.66\|-2.72\|9.83\|9.96\|9.60\|158994;2026-09-10\|9.48\|-1.86\|9.61\|9.66\|9.44\|146316
121572		半导体真空泵+数据中心压缩机+光伏真空泵行业原因： 1、5月17日，长鑫科技恢复上市审核进程。5月19日，长江存储启动上市辅导备案。 2、AI算力需求爆发推动存储芯片进入“超级周期”。兴业证券5月9日研报指出，国产存储产业链有数倍扩产空间，从而为上游半导体设备材料带来极大的发展机遇。公司原因： 1、据2026年4月25日年报，公司三大系列半导体专用干式真空泵已批量供货国内芯片制造商，覆盖新产线扩产及老旧真空泵汰换，实现进口品牌国产替代。 2、据2026年4月25日年报，公司磁浮离心压缩机在国内AIDC液冷场景市占率领先，产品节能30%-40%，已批量用于数据中心。 3、据2026年4月25日年报，公司光伏真空泵在拉晶环节市占率领先，电池片份额快速提升，并随国内产能出海实现全球化布局。	公司制冷压缩机可用于数据中心液冷环节	2026-05-07\|31.97\|5.27\|30.68\|33.33\|30.15\|360010;2026-05-08\|31.39\|-1.81\|31.66\|31.91\|30.94\|215130;2026-05-11\|33.30\|6.08\|31.66\|34.20\|30.68\|274191;2026-05-12\|32.69\|-1.83\|32.65\|33.15\|32.08\|169893;2026-05-13\|33.55\|2.63\|31.94\|33.98\|31.35\|171488;2026-05-14\|32.08\|-4.38\|33.53\|33.60\|32.00\|127429;2026-05-15\|33.10\|3.18\|32.50\|34.87\|32.23\|206738;2026-05-18\|31.85\|-3.78\|32.88\|33.26\|31.71\|202775;2026-05-19\|31.85\|0.00\|31.60\|31.97\|30.74\|165242;2026-05-20\|35.04\|10.02\|32.58\|35.04\|32.32\|89111;2026-05-21\|33.73\|-3.74\|35.43\|36.24\|33.61\|388553;2026-05-22\|35.75\|5.99\|33.73\|36.67\|33.60\|301356;2026-05-25\|33.51\|-6.27\|35.75\|35.84\|32.91\|312230;2026-05-26\|31.36\|-6.42\|33.67\|34.00\|30.80\|254330;2026-05-27\|32.03\|2.14\|30.97\|33.40\|30.33\|221392;2026-05-28\|32.67\|2.00\|31.62\|33.54\|31.62\|147602;2026-05-29\|30.25\|-7.41\|32.61\|32.66\|29.92\|163297;2026-06-01\|28.78\|-4.86\|29.88\|31.20\|28.72\|135124;2026-06-02\|29.01\|0.80\|28.81\|29.60\|27.81\|118142;2026-06-03\|29.28\|0.93\|29.01\|29.92\|28.94\|108372;2026-06-04\|29.28\|0.00\|28.96\|29.58\|28.77\|87938;2026-06-05\|28.51\|-1.11\|28.76\|29.28\|27.90\|93125;2026-06-08\|27.25\|-4.42\|27.75\|28.22\|26.66\|106406;2026-06-09\|28.36\|4.07\|27.60\|28.45\|26.99\|113299;2026-06-10\|27.72\|-2.26\|27.98\|28.73\|27.31\|83063;2026-06-11\|27.03\|-2.49\|27.72\|27.85\|26.81\|78009;2026-06-12\|27.47\|1.63\|27.51\|28.35\|27.25\|92906;2026-06-15\|28.65\|4.30\|27.75\|28.88\|27.66\|121487;2026-06-16\|30.53\|6.56\|29.21\|30.88\|29.00\|193905;2026-06-17\|31.23\|2.29\|30.16\|31.28\|30.14\|133405;2026-06-18\|34.35\|9.99\|31.22\|34.35\|30.93\|211468;2026-06-22\|34.34\|-0.03\|35.51\|36.38\|33.68\|295648;2026-06-23\|32.62\|-5.01\|35.20\|35.40\|32.00\|184192;2026-06-24\|35.00\|7.30\|31.97\|35.34\|31.33\|255436;2026-06-25\|35.73\|2.09\|34.85\|37.85\|34.60\|281485;2026-06-26\|33.97\|-4.93\|34.80\|35.59\|33.67\|176376;2026-06-29\|35.00\|3.03\|34.64\|37.37\|34.30\|299074;2026-06-30\|37.08\|5.94\|35.42\|37.35\|34.89\|344217;2026-07-01\|36.42\|-1.78\|36.23\|40.79\|36.10\|330013;2026-07-02\|36.39\|-0.08\|35.00\|38.58\|34.51\|299077;2026-07-03\|35.97\|-1.15\|36.29\|37.50\|35.40\|221248;2026-07-06\|36.47\|1.39\|36.14\|37.86\|35.36\|250209;2026-07-07\|35.12\|-3.70\|36.11\|37.13\|34.34\|220345;2026-07-08\|33.37\|-4.98\|35.12\|35.81\|33.05\|177952;2026-07-09\|34.59\|3.66\|33.54\|34.70\|33.03\|137859;2026-07-10\|36.89\|6.65\|34.51\|38.05\|34.26\|391024;2026-07-13\|33.20\|-10.00\|35.66\|36.65\|33.20\|265396;2026-07-14\|33.24\|0.12\|32.96\|34.19\|32.20\|168700;2026-07-15\|31.78\|-4.39\|33.80\|34.30\|31.38\|149281;2026-07-16\|29.86\|-6.04\|31.52\|31.77\|29.60\|127646;2026-07-17\|26.87\|-10.01\|29.88\|30.12\|26.87\|161345;2026-07-20\|24.81\|-7.67\|27.20\|27.50\|24.18\|199232;2026-07-21\|26.35\|6.21\|25.00\|26.57\|23.40\|186005;2026-07-22\|26.09\|-0.99\|26.00\|27.04\|25.83\|175737;2026-07-23\|25.64\|-1.72\|26.09\|26.72\|25.36\|109162;2026-07-24\|24.86\|-3.04\|25.29\|25.56\|24.60\|97217;2026-07-27\|27.35\|10.02\|24.60\|27.35\|24.45\|138363;2026-07-28\|26.15\|-4.39\|27.48\|27.77\|25.93\|129723;2026-07-29\|25.80\|-1.34\|26.23\|26.42\|24.33\|176817;2026-07-30\|23.91\|-7.33\|25.59\|25.79\|23.77\|148428;2026-07-31\|25.52\|6.73\|25.33\|26.19\|25.00\|190703;2026-08-03\|24.84\|-2.66\|25.49\|25.80\|24.72\|90608;2026-08-04\|26.64\|7.25\|25.00\|26.88\|24.90\|124528;2026-08-05\|27.33\|2.59\|26.46\|27.77\|25.97\|132157;2026-08-06\|28.39\|3.88\|27.00\|28.41\|26.89\|172785;2026-08-07\|28.08\|-1.09\|28.39\|28.39\|27.36\|147287;2026-08-10\|27.76\|-1.14\|28.19\|28.35\|27.21\|91051;2026-08-11\|27.79\|0.11\|27.58\|28.20\|27.50\|85941;2026-08-12\|28.27\|1.73\|27.70\|28.75\|27.53\|85591;2026-08-13\|27.84\|-1.52\|28.63\|29.02\|27.84\|115185;2026-08-14\|28.15\|1.11\|27.93\|28.47\|27.83\|62467;2026-08-17\|29.10\|3.37\|28.18\|29.15\|28.00\|87194;2026-08-18\|28.41\|-2.37\|29.11\|29.20\|27.87\|86383;2026-08-19\|26.18\|-7.85\|27.72\|27.99\|26.07\|96776;2026-08-20\|26.23\|0.19\|26.62\|26.92\|25.97\|72603;2026-08-21\|26.35\|0.46\|26.00\|26.52\|25.66\|59350;2026-08-24\|25.96\|-1.48\|26.37\|26.47\|25.60\|57650;2026-08-25\|26.61\|2.50\|25.73\|26.93\|24.96\|75881;2026-08-26\|25.70\|-3.42\|26.88\|27.39\|25.50\|81615;2026-08-27\|27.85\|8.37\|25.66\|28.02\|25.66\|154909;2026-08-28\|28.00\|0.54\|27.53\|29.22\|27.50\|118046;2026-08-31\|28.50\|1.79\|27.60\|28.65\|27.11\|93096;2026-09-01\|26.81\|-5.93\|28.09\|28.19\|26.70\|129415;2026-09-02\|27.97\|4.33\|26.85\|28.72\|26.21\|202986;2026-09-03\|29.09\|4.00\|28.46\|29.66\|27.27\|279399;2026-09-04\|27.36\|-5.95\|28.90\|29.30\|27.00\|244230;2026-09-07\|27.55\|0.69\|27.39\|27.72\|26.80\|126146;2026-09-08\|27.03\|-1.89\|27.65\|27.86\|26.90\|93123;2026-09-09\|26.90\|-0.48\|27.14\|27.86\|26.70\|88747;2026-09-10\|26.23\|-2.49\|26.80\|26.84\|26.12\|68666
121571	三星电机追加MLCC订单；有企业表示已被客户提前锁定4倍于现有产能的扩产线	MLPC+AI服务器+铝电解电容+薄膜电容行业原因：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22日投资者关系活动记录表，AI和数据中心是公司当前重点布局的战略方向，公司的焊针式、引线式铝电解电容器及叠层片式固态铝电解电容器MLPC均可应用于AI服务器领域，目前持续推动客户认证和导入工作，牛角电容已批量应用于数据中心。 2、据2026年4月30日年报及6月19日风险提示公告，公司核心主营业务为研发、生产和销售铝电解电容器、薄膜电容器等，是国内铝电解电容器龙头企业之一，具备从电极箔、电解液到成品的全产业链垂直整合能力。 3、据2026年4月30日年报及6月11日业绩说明会，公司已完成对艾华新动力电容苏州有限公司100%股权的收购，子公司金属化膜产线已投产，正将薄膜电容器打造为第二业务曲线，形成铝电解与薄膜电容双赛道协同。	国内铝电解电容器行业龙头；公司的产品是AI算力硬件供电与电能管理链条中的关键基础元件，可应用在AI基础设施的各个关键部位，如服务器电源及供电保障与能源系统等	2026-05-07\|21.23\|4.68\|20.31\|21.55\|20.31\|164935;2026-05-08\|21.05\|-0.85\|21.08\|21.40\|20.71\|104237;2026-05-11\|21.32\|1.28\|21.26\|21.39\|21.04\|102501;2026-05-12\|21.05\|-1.27\|21.40\|21.69\|20.98\|112057;2026-05-13\|20.94\|-0.52\|20.70\|21.25\|20.68\|109262;2026-05-14\|20.50\|-2.10\|21.01\|21.05\|20.50\|79984;2026-05-15\|20.00\|-2.44\|20.48\|20.78\|19.85\|83071;2026-05-18\|22.00\|10.00\|19.97\|22.00\|19.85\|187688;2026-05-19\|24.20\|10.00\|22.50\|24.20\|22.01\|270869;2026-05-20\|25.71\|6.24\|24.76\|26.32\|24.36\|444457;2026-05-21\|25.84\|0.51\|25.60\|27.25\|24.62\|401253;2026-05-22\|28.42\|9.98\|26.36\|28.42\|26.31\|159994;2026-05-25\|30.70\|8.02\|31.26\|31.26\|29.00\|469758;2026-05-26\|31.75\|3.42\|29.82\|33.10\|29.01\|467472;2026-05-27\|34.93\|10.02\|31.80\|34.93\|31.80\|399352;2026-05-28\|38.42\|9.99\|35.13\|38.42\|35.13\|433565;2026-05-29\|35.81\|-6.79\|37.10\|38.29\|35.01\|414301;2026-06-01\|32.23\|-10.00\|34.47\|35.59\|32.23\|276949;2026-06-02\|31.74\|-1.52\|30.49\|33.36\|30.31\|401677;2026-06-03\|31.14\|-1.89\|31.10\|32.12\|30.45\|336864;2026-06-04\|34.25\|9.99\|30.69\|34.25\|30.50\|306082;2026-06-05\|35.50\|3.65\|34.20\|37.29\|34.02\|412821;2026-06-08\|31.95\|-10.00\|33.23\|35.90\|31.95\|256268;2026-06-09\|33.08\|3.54\|32.38\|34.10\|31.28\|281068;2026-06-10\|31.22\|-5.62\|32.80\|33.80\|30.69\|229876;2026-06-11\|30.59\|-2.02\|30.50\|31.88\|29.50\|217896;2026-06-12\|28.76\|-5.98\|31.18\|31.37\|28.48\|224107;2026-06-15\|31.18\|8.41\|29.41\|31.64\|29.17\|226413;2026-06-16\|34.30\|10.01\|31.00\|34.30\|30.99\|200624;2026-06-17\|37.73\|10.00\|34.30\|37.73\|34.30\|148209;2026-06-18\|41.50\|9.99\|40.06\|41.50\|39.62\|53717;2026-06-22\|45.65\|10.00\|44.88\|45.65\|40.81\|328161;2026-06-23\|44.42\|-2.69\|47.69\|49.29\|43.72\|426206;2026-06-24\|48.86\|10.00\|43.00\|48.86\|43.00\|182085;2026-06-25\|53.75\|10.01\|53.01\|53.75\|51.96\|99320;2026-06-26\|56.00\|4.19\|53.84\|58.00\|53.84\|376125;2026-06-29\|54.00\|-3.57\|56.00\|56.68\|51.60\|279451;2026-06-30\|52.50\|-2.78\|53.38\|53.65\|49.86\|232096;2026-07-01\|50.85\|-3.14\|54.53\|55.98\|50.58\|202755;2026-07-02\|47.63\|-5.96\|45.59\|50.84\|45.59\|194089;2026-07-03\|48.03\|0.84\|46.44\|51.31\|46.18\|177477;2026-07-06\|44.17\|-8.04\|47.07\|48.82\|43.97\|173231;2026-07-07\|42.52\|-3.74\|44.83\|44.87\|41.94\|117308;2026-07-08\|39.88\|-6.21\|43.05\|43.26\|39.78\|108834;2026-07-09\|41.50\|4.06\|41.79\|43.87\|39.02\|245970;2026-07-10\|38.30\|-7.71\|42.10\|42.51\|38.19\|243728;2026-07-13\|34.47\|-10.00\|37.03\|38.35\|34.47\|159609;2026-07-14\|37.92\|10.01\|35.09\|37.92\|33.96\|156100;2026-07-15\|34.96\|-7.81\|39.28\|40.00\|34.96\|170372;2026-07-16\|35.20\|0.69\|34.26\|38.46\|33.80\|255360;2026-07-17\|31.68\|-10.00\|34.92\|35.91\|31.68\|181194;2026-07-20\|28.51\|-10.01\|31.71\|31.88\|28.51\|150331;2026-07-21\|29.47\|3.37\|27.42\|29.70\|25.66\|298411;2026-07-22\|27.80\|-5.67\|28.50\|29.74\|27.43\|253603;2026-07-23\|28.11\|1.12\|28.69\|30.11\|27.61\|230857;2026-07-24\|26.24\|-6.65\|27.37\|27.93\|25.93\|207269;2026-07-27\|28.86\|9.98\|26.35\|28.86\|25.85\|252922;2026-07-28\|26.34\|-8.73\|27.39\|28.30\|25.97\|220383;2026-07-29\|26.01\|-1.25\|26.30\|28.50\|24.81\|237270;2026-07-30\|24.14\|-7.19\|25.70\|26.51\|23.47\|231215;2026-07-31\|24.36\|0.91\|26.00\|26.55\|24.31\|327114;2026-08-03\|23.57\|-3.24\|24.00\|24.45\|22.88\|257715;2026-08-04\|25.52\|8.27\|23.80\|25.91\|23.41\|250208;2026-08-05\|27.24\|6.74\|25.27\|28.07\|25.05\|278324;2026-08-06\|27.92\|2.50\|27.27\|28.33\|26.72\|298057;2026-08-07\|29.22\|4.66\|27.92\|29.56\|27.15\|354836;2026-08-10\|28.81\|-1.40\|29.30\|29.58\|27.68\|265774;2026-08-11\|29.12\|1.08\|28.55\|30.55\|28.20\|345094;2026-08-12\|29.52\|1.37\|29.10\|29.66\|28.00\|282309;2026-08-13\|29.99\|1.59\|30.00\|32.47\|29.75\|511592;2026-08-14\|32.99\|10.00\|30.65\|32.99\|30.44\|425878;2026-08-17\|32.12\|-2.64\|33.07\|33.81\|31.50\|635519;2026-08-18\|30.98\|-3.55\|31.66\|32.55\|30.41\|353207;2026-08-19\|27.88\|-10.01\|29.44\|30.48\|27.88\|273712;2026-08-20\|28.21\|1.18\|28.44\|28.99\|27.63\|257918;2026-08-21\|28.69\|1.70\|27.99\|28.88\|27.17\|202834;2026-08-24\|27.33\|-4.74\|28.49\|28.50\|26.50\|183712;2026-08-25\|27.41\|0.29\|26.82\|27.84\|25.98\|131824;2026-08-26\|27.14\|-0.98\|27.50\|27.62\|26.50\|111738;2026-08-27\|28.38\|4.57\|27.20\|28.65\|26.95\|160197;2026-08-28\|28.60\|0.78\|28.38\|30.17\|28.29\|220948;2026-08-31\|31.46\|10.00\|28.01\|31.46\|27.88\|408416;2026-09-01\|29.85\|-5.12\|32.31\|32.98\|29.85\|425234;2026-09-02\|29.12\|-2.45\|29.26\|29.98\|28.80\|239768;2026-09-03\|32.03\|9.99\|29.45\|32.03\|29.30\|466089;2026-09-04\|31.52\|-1.59\|32.18\|34.14\|31.13\|490274;2026-09-07\|32.80\|4.06\|32.08\|32.83\|31.00\|454895;2026-09-08\|34.29\|4.54\|32.80\|34.30\|31.70\|520151;2026-09-09\|33.65\|-1.87\|34.30\|34.38\|32.90\|393092;2026-09-10\|31.70\|-5.79\|32.77\|33.10\|31.60\|271469
121570	三星电机追加MLCC订单；有企业表示已被客户提前锁定4倍于现有产能的扩产线	AI服务器电极箔+储能电极箔+业绩高增+高分红行业原因：世纪证券表示，氦气受中东局势影响，全球供应担忧情绪难以短期内缓解，目前上游出现惜售现象，下游寻货积极，预计短线中国氦气市场价格仍将持续上涨。公司原因： 1、据2026年4月18日披露的一季报，公司2026Q1营收6.33亿元、同比增长24.98%，归母净利润3965.43万元、同比增长74.74%，主因高端产品放量及新基地产能释放。 2、据2025年年度报告，公司车载电子、AI服务器用电极箔已通过客户认证，2025年底新产能将重点面向AI服务器、新能源汽车等新兴需求。 3、据2026年4月18日公告，公司拟每10股派息6元，分红总额1.45亿元，占2025年度归属于公司股东净利润的比例为70.37%，延续高比例现金分红。	公司已切入AI服务器/数据中心用铝电解电容器市场，800V DC高压架构带动AI电极箔需求增长，公司主营产品电极箔是铝电解电容器的核心原材料	2026-05-07\|63.73\|1.84\|63.85\|65.44\|61.56\|97338;2026-05-08\|62.37\|-2.13\|62.53\|65.80\|61.00\|79385;2026-05-11\|62.45\|0.13\|61.85\|64.60\|60.27\|79846;2026-05-12\|63.50\|1.68\|61.51\|65.00\|60.20\|73740;2026-05-13\|68.75\|8.27\|62.69\|69.79\|61.85\|94710;2026-05-14\|70.45\|2.47\|68.75\|73.50\|66.27\|95839;2026-05-15\|75.70\|7.45\|70.41\|76.55\|69.00\|106753;2026-05-18\|83.27\|10.00\|74.00\|83.27\|74.00\|64026;2026-05-19\|91.60\|10.00\|86.24\|91.60\|81.66\|87576;2026-05-20\|97.55\|6.50\|90.99\|99.00\|90.97\|115911;2026-05-21\|105.74\|8.40\|96.49\|107.31\|92.18\|118116;2026-05-22\|116.31\|10.00\|106.80\|116.31\|103.00\|96418;2026-05-25\|114.22\|-1.80\|121.11\|122.00\|104.68\|173317;2026-05-26\|102.80\|-10.00\|108.80\|109.98\|102.80\|103506;2026-05-27\|113.08\|10.00\|102.94\|113.08\|102.94\|130812;2026-05-28\|110.40\|-2.37\|114.21\|118.31\|107.12\|155628;2026-05-29\|106.84\|-3.22\|110.00\|116.00\|105.06\|125450;2026-06-01\|103.70\|-2.94\|100.00\|108.02\|100.00\|136880;2026-06-02\|106.25\|2.46\|103.20\|109.19\|101.46\|112009;2026-06-03\|102.00\|-4.00\|103.00\|111.40\|98.08\|149077;2026-06-04\|107.55\|5.44\|102.86\|109.95\|97.10\|127788;2026-06-05\|103.69\|-3.59\|108.37\|108.40\|101.12\|93978;2026-06-08\|95.50\|-7.90\|96.71\|101.70\|95.02\|75528;2026-06-09\|101.00\|5.76\|96.05\|102.00\|94.62\|83378;2026-06-10\|95.69\|-5.26\|98.15\|98.98\|92.43\|78135;2026-06-11\|91.99\|-3.87\|93.60\|97.49\|90.36\|80860;2026-06-12\|90.12\|-2.03\|95.58\|96.33\|90.11\|78785;2026-06-15\|99.13\|10.00\|90.98\|99.13\|90.86\|48579;2026-06-16\|109.04\|10.00\|103.50\|109.04\|103.48\|37802;2026-06-17\|119.94\|10.00\|116.20\|119.94\|112.50\|45333;2026-06-18\|114.70\|-4.37\|126.00\|128.40\|114.00\|147709;2026-06-22\|114.48\|-0.19\|114.88\|122.83\|110.27\|111309;2026-06-23\|110.17\|-3.76\|113.73\|118.59\|108.51\|89818;2026-06-24\|119.39\|8.37\|109.45\|121.00\|106.30\|101727;2026-06-25\|131.33\|10.00\|122.50\|131.33\|122.50\|49806;2026-06-26\|118.20\|-10.00\|130.34\|132.50\|118.20\|116544;2026-06-29\|118.00\|-0.17\|121.00\|122.50\|114.61\|93716;2026-06-30\|122.47\|3.79\|117.25\|129.80\|115.50\|85614;2026-07-01\|118.19\|-3.02\|122.50\|125.92\|117.60\|68061;2026-07-02\|107.97\|-8.65\|111.94\|115.85\|107.00\|65905;2026-07-03\|107.00\|-0.90\|109.00\|115.50\|107.00\|54229;2026-07-06\|102.63\|-4.08\|109.00\|109.98\|101.77\|55123;2026-07-07\|99.26\|-3.28\|102.98\|104.35\|98.00\|43726;2026-07-08\|96.25\|-3.03\|102.00\|104.00\|94.57\|41661;2026-07-09\|100.65\|4.57\|100.10\|105.88\|95.01\|92061;2026-07-10\|94.83\|-5.78\|100.38\|105.88\|94.73\|78463;2026-07-13\|85.35\|-10.00\|93.45\|95.04\|85.35\|77803;2026-07-14\|90.66\|6.22\|85.56\|91.91\|83.68\|84577;2026-07-15\|90.07\|-0.65\|92.47\|97.89\|89.00\|67302;2026-07-16\|81.06\|-10.00\|81.95\|89.97\|81.06\|72993;2026-07-17\|72.95\|-10.00\|78.51\|80.40\|72.95\|79423;2026-07-20\|65.66\|-9.99\|71.86\|73.44\|65.66\|92220;2026-07-21\|69.90\|6.46\|66.97\|69.99\|59.09\|134173;2026-07-22\|65.01\|-7.00\|67.67\|70.88\|64.19\|90497;2026-07-23\|68.16\|4.85\|68.30\|71.51\|65.50\|130554;2026-07-24\|67.17\|-1.45\|68.55\|69.78\|65.50\|92100;2026-07-27\|73.89\|10.00\|67.33\|73.89\|67.12\|105156;2026-07-28\|67.81\|-8.23\|72.58\|75.00\|67.00\|117923;2026-07-29\|69.91\|3.10\|68.00\|72.56\|65.54\|126134;2026-07-30\|62.95\|-9.96\|68.85\|70.88\|62.92\|115410;2026-07-31\|69.25\|10.01\|68.62\|69.25\|66.96\|33871;2026-08-03\|64.12\|-7.41\|67.87\|68.89\|63.50\|90239;2026-08-04\|70.53\|10.00\|65.00\|70.53\|63.29\|69978;2026-08-05\|77.58\|10.00\|72.00\|77.58\|71.20\|76699;2026-08-06\|79.93\|3.03\|77.58\|81.18\|76.17\|128452;2026-08-07\|79.82\|-0.14\|79.93\|82.35\|77.00\|99803;2026-08-10\|78.20\|-2.03\|80.49\|80.99\|74.20\|83447;2026-08-11\|75.11\|-3.95\|76.01\|79.80\|74.99\|81335;2026-08-12\|74.80\|-0.41\|75.49\|77.00\|73.50\|86021;2026-08-13\|77.68\|3.85\|75.98\|82.28\|75.36\|131632;2026-08-14\|85.45\|10.00\|78.88\|85.45\|78.46\|166733;2026-08-17\|85.26\|-0.22\|81.00\|85.48\|81.00\|156866;2026-08-18\|85.44\|0.21\|85.01\|87.10\|82.38\|109137;2026-08-19\|76.90\|-10.00\|81.97\|83.60\|76.90\|99991;2026-08-20\|77.36\|0.60\|79.10\|81.00\|74.80\|96033;2026-08-21\|78.37\|1.31\|76.58\|79.80\|74.86\|65629;2026-08-24\|75.13\|-4.13\|77.77\|77.93\|72.53\|69407;2026-08-25\|76.20\|1.42\|72.42\|77.06\|71.31\|58235;2026-08-26\|74.18\|-2.65\|76.43\|76.54\|73.50\|43720;2026-08-27\|77.77\|4.84\|74.99\|78.58\|74.21\|63440;2026-08-28\|75.29\|-3.19\|77.07\|79.50\|75.22\|48461;2026-08-31\|75.95\|0.88\|74.79\|76.80\|72.20\|66037;2026-09-01\|78.40\|3.23\|83.55\|83.55\|78.00\|153204;2026-09-02\|77.47\|-1.19\|77.00\|80.00\|71.77\|136247;2026-09-03\|80.00\|3.27\|78.33\|85.14\|77.95\|149194;2026-09-04\|77.68\|-2.90\|80.00\|85.66\|76.80\|113716;2026-09-07\|81.94\|5.48\|77.69\|84.48\|77.30\|106858;2026-09-08\|78.05\|-4.75\|81.98\|84.48\|77.50\|106772;2026-09-09\|83.51\|7.00\|77.23\|85.86\|77.01\|172643;2026-09-10\|86.23\|3.26\|83.85\|90.88\|80.89\|146638
121569	三星电机追加MLCC订单；有企业表示已被客户提前锁定4倍于现有产能的扩产线	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	2026-05-07\|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\|183.99\|-7.89\|190.00\|200.65\|180.50\|154418;2026-07-14\|196.30\|6.69\|185.50\|197.18\|181.24\|125086;2026-07-15\|184.47\|-6.03\|202.99\|206.58\|182.25\|101542;2026-07-16\|166.02\|-10.00\|179.92\|183.44\|166.02\|140075;2026-07-17\|149.42\|-10.00\|166.02\|167.17\|149.42\|142739;2026-07-20\|134.48\|-10.00\|152.00\|153.00\|134.48\|109511;2026-07-21\|147.93\|10.00\|133.04\|147.93\|121.03\|200075;2026-07-22\|145.02\|-1.97\|148.76\|158.86\|143.10\|162855;2026-07-23\|146.41\|0.96\|149.83\|159.52\|144.00\|168899;2026-07-24\|137.87\|-5.83\|142.88\|146.87\|137.62\|134124;2026-07-27\|151.66\|10.00\|140.64\|151.66\|138.09\|135744;2026-07-28\|136.49\|-10.00\|150.66\|151.68\|136.49\|124199;2026-07-29\|144.58\|5.93\|136.50\|146.66\|135.71\|217930;2026-07-30\|133.12\|-7.93\|144.65\|150.60\|130.26\|212340;2026-07-31\|136.27\|2.37\|146.43\|146.43\|135.12\|218268;2026-08-03\|131.10\|-3.79\|134.91\|138.92\|128.80\|139046;2026-08-04\|143.32\|9.32\|133.31\|144.21\|126.55\|193897;2026-08-05\|157.65\|10.00\|141.25\|157.65\|141.00\|145177;2026-08-06\|163.82\|3.91\|160.00\|165.00\|155.98\|216082;2026-08-07\|163.97\|0.09\|163.81\|169.30\|156.53\|224128;2026-08-10\|173.99\|6.11\|165.99\|176.07\|159.72\|195901;2026-08-11\|172.16\|-1.05\|170.00\|191.16\|170.00\|216643;2026-08-12\|168.80\|-1.95\|172.00\|173.88\|164.77\|172653;2026-08-13\|167.48\|-0.78\|172.30\|178.16\|165.89\|166791;2026-08-14\|168.55\|0.64\|168.25\|171.78\|164.00\|137768;2026-08-17\|175.66\|4.22\|168.55\|177.00\|166.60\|146687;2026-08-18\|169.15\|-3.71\|175.68\|179.00\|166.59\|165203;2026-08-19\|152.24\|-10.00\|159.37\|162.56\|152.24\|127428;2026-08-20\|148.02\|-2.77\|150.72\|153.29\|146.19\|158727;2026-08-21\|153.80\|3.90\|148.01\|154.80\|145.88\|115818;2026-08-24\|147.54\|-4.07\|153.50\|156.49\|142.82\|104234;2026-08-25\|147.55\|0.01\|144.92\|150.30\|138.88\|92717;2026-08-26\|146.56\|-0.67\|148.50\|150.50\|144.36\|61419;2026-08-27\|153.64\|4.83\|149.21\|153.80\|145.69\|97607;2026-08-28\|152.24\|-0.91\|153.77\|159.13\|152.00\|100131;2026-08-31\|149.34\|-1.90\|145.00\|150.02\|141.80\|138713;2026-09-01\|141.08\|-5.53\|149.18\|149.22\|139.00\|109242;2026-09-02\|139.01\|-1.47\|139.33\|141.13\|137.26\|77561;2026-09-03\|139.80\|0.57\|141.16\|142.88\|137.90\|73148;2026-09-04\|133.24\|-4.69\|142.00\|142.80\|131.94\|88794;2026-09-07\|137.20\|2.97\|133.90\|138.38\|133.05\|120809;2026-09-08\|134.88\|-1.69\|137.32\|139.25\|133.86\|78475;2026-09-09\|133.44\|-1.07\|136.02\|138.39\|132.44\|75426;2026-09-10\|133.52\|0.06\|131.64\|134.66\|130.08\|67224
121568	三星电机追加MLCC订单；有企业表示已被客户提前锁定4倍于现有产能的扩产线	BOPP电工膜+电容膜+复合铜箔+次新股行业原因： 1、半导体板块大幅反弹，板块内超80只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%，科创50指数午后大涨逾10%。 2、亚洲股市今日普遍反弹，韩国综合指数、日经225指数涨超3%。公司原因： 1、据2026年5月19日招股说明书，公司主营BOPP电工膜，2024年电容器用聚丙烯薄膜国内市占率16.4%排名第一、全球市占率11.7%排名第二，产品广泛应用于新能源汽车、光伏风电等领域。 2、据2026年5月28日互动易，公司有生产用于电池负极的铜箔基膜；据2026年5月19日招股说明书，复合铜箔是BOPP电工膜重要下游市场，公司已储备相关产品，2026年有望进入规模化应用。 3、公司于2026年5月22日新上市，据上市公告书，上市初期流通股仅3568.75万股，占总股本7.77%，流通市值较小。	公司从事BOPP电工膜研产销，产品系薄膜电容器和复合集流体等电子电力领域的关键材料	2026-05-22\|127.68\|710.15\|88.00\|140.91\|87.70\|296216;2026-05-25\|99.49\|-22.08\|108.00\|112.00\|98.75\|215396;2026-05-26\|86.08\|-13.48\|90.00\|95.20\|82.39\|189206;2026-05-27\|73.25\|-14.90\|81.02\|85.79\|72.66\|158419;2026-05-28\|73.09\|-0.22\|70.25\|78.80\|68.12\|145298;2026-05-29\|80.40\|10.00\|72.17\|80.40\|72.17\|122646;2026-06-01\|85.36\|6.17\|80.40\|88.38\|77.10\|177309;2026-06-02\|76.82\|-10.00\|81.00\|81.00\|76.82\|107843;2026-06-03\|77.14\|0.42\|72.02\|80.52\|71.80\|116072;2026-06-04\|84.85\|9.99\|75.09\|84.85\|72.00\|140073;2026-06-05\|83.11\|-2.05\|85.00\|89.15\|81.20\|140797;2026-06-08\|76.48\|-7.98\|78.93\|81.78\|75.80\|85484;2026-06-09\|78.08\|2.09\|81.20\|81.30\|76.61\|73283;2026-06-10\|70.27\|-10.00\|76.38\|76.41\|70.27\|83732;2026-06-11\|64.20\|-8.64\|66.90\|67.55\|64.00\|90512;2026-06-12\|60.91\|-5.12\|65.47\|65.89\|60.49\|90074;2026-06-15\|66.60\|9.34\|62.45\|67.00\|61.20\|90475;2026-06-16\|68.68\|3.12\|65.11\|69.73\|65.11\|79360;2026-06-17\|70.17\|2.17\|66.80\|71.20\|66.80\|69267;2026-06-18\|70.47\|0.43\|69.19\|71.77\|68.50\|57422;2026-06-22\|67.50\|-4.21\|69.60\|72.25\|66.71\|65924;2026-06-23\|65.00\|-3.70\|67.50\|67.59\|63.88\|45026;2026-06-24\|65.71\|1.09\|64.64\|66.18\|61.85\|45744;2026-06-25\|64.82\|-1.35\|65.79\|67.50\|63.18\|49540;2026-06-26\|59.33\|-8.47\|63.25\|63.52\|59.00\|52966;2026-06-29\|65.26\|9.99\|59.33\|65.26\|59.00\|36912;2026-06-30\|68.26\|4.60\|66.67\|68.68\|65.83\|81375;2026-07-01\|66.70\|-2.29\|68.00\|71.26\|66.00\|66221;2026-07-02\|64.16\|-3.81\|64.82\|67.98\|63.58\|49197;2026-07-03\|62.13\|-3.16\|64.99\|65.50\|62.00\|36748;2026-07-06\|58.81\|-5.34\|63.00\|63.00\|58.39\|40358;2026-07-07\|56.00\|-4.78\|59.05\|59.93\|54.89\|38665;2026-07-08\|56.39\|0.70\|55.60\|57.50\|53.60\|45997;2026-07-09\|53.79\|-4.61\|54.70\|55.83\|50.91\|50301;2026-07-10\|52.85\|-1.75\|53.40\|55.81\|52.71\|39179;2026-07-13\|49.01\|-7.27\|52.68\|53.25\|48.66\|34740;2026-07-14\|49.94\|1.90\|49.00\|50.45\|48.00\|25791;2026-07-15\|47.48\|-4.93\|49.96\|50.18\|47.17\|28816;2026-07-16\|47.65\|0.36\|47.00\|50.42\|46.67\|30791;2026-07-17\|45.50\|-4.51\|47.39\|48.57\|45.50\|30630;2026-07-20\|40.95\|-10.00\|45.50\|46.28\|40.95\|37259;2026-07-21\|45.05\|10.01\|40.63\|45.05\|38.96\|45708;2026-07-22\|46.55\|3.33\|45.80\|49.56\|45.33\|57162;2026-07-23\|46.87\|0.69\|46.48\|47.98\|45.90\|34182;2026-07-24\|44.33\|-5.42\|45.90\|46.02\|44.22\|25094;2026-07-27\|48.76\|9.99\|43.30\|48.76\|43.30\|35475;2026-07-28\|46.90\|-3.81\|48.57\|50.95\|46.51\|54886;2026-07-29\|46.38\|-1.11\|47.22\|48.01\|45.42\|31400;2026-07-30\|44.77\|-3.47\|45.84\|46.87\|43.70\|30495;2026-07-31\|45.22\|1.01\|47.80\|48.75\|45.21\|32822;2026-08-03\|45.31\|0.20\|44.28\|45.41\|44.20\|20576;2026-08-04\|49.84\|10.00\|45.50\|49.84\|45.45\|33751;2026-08-05\|53.21\|6.76\|51.29\|54.82\|50.48\|97605;2026-08-06\|53.65\|0.83\|51.44\|54.80\|51.44\|75627;2026-08-07\|54.79\|2.12\|53.82\|55.26\|52.83\|62196;2026-08-10\|54.54\|-0.46\|54.79\|55.63\|53.25\|42558;2026-08-11\|54.23\|-0.57\|54.00\|55.20\|53.56\|32802;2026-08-12\|54.26\|0.06\|53.95\|54.58\|53.40\|28453;2026-08-13\|53.09\|-2.16\|54.80\|56.18\|53.00\|38298;2026-08-14\|53.91\|1.54\|53.09\|54.12\|52.60\|26586;2026-08-17\|54.93\|1.89\|54.00\|55.00\|53.48\|29098;2026-08-18\|55.53\|1.09\|55.00\|55.80\|53.76\|35425;2026-08-19\|51.85\|-6.63\|53.70\|54.35\|51.50\|30919;2026-08-20\|50.58\|-2.45\|52.44\|52.44\|50.16\|26839;2026-08-21\|50.38\|-0.40\|49.99\|50.86\|49.00\|18109;2026-08-24\|48.57\|-3.59\|50.16\|50.17\|47.45\|21701;2026-08-25\|49.16\|1.21\|48.42\|49.67\|46.70\|17804;2026-08-26\|48.45\|-1.44\|49.30\|49.50\|47.60\|13884;2026-08-27\|53.30\|10.01\|48.90\|53.30\|48.50\|35644;2026-08-28\|52.31\|-1.86\|54.00\|55.17\|52.20\|56941;2026-08-31\|52.15\|-0.31\|52.05\|53.86\|51.54\|37006;2026-09-01\|51.14\|-1.94\|52.50\|52.75\|50.83\|26364;2026-09-02\|50.40\|-1.45\|50.67\|50.96\|49.80\|17962;2026-09-03\|49.45\|-1.88\|50.89\|51.21\|49.32\|20732;2026-09-04\|47.50\|-3.94\|50.05\|50.99\|47.11\|27696;2026-09-07\|48.51\|2.13\|48.00\|48.77\|47.30\|18642;2026-09-08\|47.55\|-1.98\|48.19\|48.80\|47.31\|18510;2026-09-09\|46.52\|-2.17\|47.39\|48.05\|46.28\|19391;2026-09-10\|45.90\|-1.33\|46.02\|47.00\|45.53\|16756
121567	三星电机追加MLCC订单；有企业表示已被客户提前锁定4倍于现有产能的扩产线	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	2026-05-07\|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\|78.35\|-9.63\|85.66\|86.40\|78.03\|470069;2026-07-14\|86.19\|10.01\|79.76\|86.19\|78.66\|391846;2026-07-15\|87.86\|1.94\|91.02\|93.68\|86.93\|593531;2026-07-16\|81.42\|-7.33\|84.18\|86.16\|79.21\|483317;2026-07-17\|73.28\|-10.00\|79.37\|80.00\|73.28\|414365;2026-07-20\|65.95\|-10.00\|73.90\|76.00\|65.95\|435483;2026-07-21\|72.55\|10.01\|66.00\|72.55\|60.83\|572738;2026-07-22\|71.01\|-2.12\|72.55\|76.43\|69.45\|516348;2026-07-23\|66.42\|-6.46\|72.28\|74.80\|66.04\|432517;2026-07-24\|63.59\|-4.26\|63.10\|68.15\|62.77\|383475;2026-07-27\|69.95\|10.00\|63.48\|69.95\|62.86\|406263;2026-07-28\|62.96\|-9.99\|68.70\|68.70\|62.96\|314122;2026-07-29\|61.40\|-2.48\|60.45\|64.70\|58.20\|560028;2026-07-30\|55.50\|-9.61\|60.77\|62.84\|55.26\|604846;2026-07-31\|58.71\|5.78\|59.82\|61.05\|58.40\|562367;2026-08-03\|53.92\|-8.16\|56.86\|58.99\|53.35\|470863;2026-08-04\|59.31\|10.00\|54.28\|59.31\|53.85\|427829;2026-08-05\|64.24\|8.31\|58.46\|65.24\|57.62\|577845;2026-08-06\|65.09\|1.32\|62.00\|66.07\|61.04\|426091;2026-08-07\|67.58\|3.83\|64.77\|69.34\|64.04\|573738;2026-08-10\|66.11\|-2.18\|69.00\|70.43\|63.57\|464339;2026-08-11\|65.60\|-0.77\|64.20\|69.89\|62.88\|533728;2026-08-12\|65.23\|-0.56\|65.50\|67.16\|63.68\|380555;2026-08-13\|66.61\|2.12\|68.49\|71.75\|66.50\|546591;2026-08-14\|69.79\|4.77\|69.01\|71.70\|66.94\|643481;2026-08-17\|69.95\|0.23\|69.50\|69.96\|66.60\|579696;2026-08-18\|67.41\|-3.63\|72.05\|72.45\|66.00\|647046;2026-08-19\|60.67\|-10.00\|64.05\|64.85\|60.67\|494299;2026-08-20\|59.97\|-1.15\|61.28\|61.97\|58.60\|493374;2026-08-21\|64.33\|7.27\|59.70\|64.53\|59.11\|532480;2026-08-24\|59.50\|-7.51\|64.23\|65.46\|57.91\|512915;2026-08-25\|60.03\|0.89\|59.48\|61.00\|56.87\|337505;2026-08-26\|59.59\|-0.73\|60.05\|60.50\|58.00\|257573;2026-08-27\|62.10\|4.21\|61.00\|62.89\|59.52\|352423;2026-08-28\|60.80\|-2.09\|62.10\|64.55\|60.70\|373098;2026-08-31\|63.40\|4.28\|58.82\|63.67\|58.02\|439223;2026-09-01\|59.46\|-6.21\|68.23\|69.74\|59.31\|692046;2026-09-02\|55.87\|-6.04\|58.11\|58.90\|55.00\|550645;2026-09-03\|57.95\|3.72\|56.68\|59.16\|56.20\|423067;2026-09-04\|56.32\|-2.81\|59.45\|60.52\|55.67\|369515;2026-09-07\|61.95\|10.00\|59.20\|61.95\|57.95\|606436;2026-09-08\|59.60\|-3.79\|64.12\|64.50\|59.38\|588770;2026-09-09\|58.97\|-1.06\|60.01\|61.61\|58.50\|347194;2026-09-10\|58.01\|-1.63\|58.16\|59.60\|57.52\|247751
121566	三星电机追加MLCC订单；有企业表示已被客户提前锁定4倍于现有产能的扩产线	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	2026-05-07\|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\|222910;2026-07-14\|59.41\|10.00\|52.12\|59.41\|50.23\|1330266;2026-07-15\|54.50\|-8.26\|59.41\|59.50\|53.47\|1091114;2026-07-16\|51.70\|-5.14\|52.91\|56.05\|50.67\|931637;2026-07-17\|46.53\|-10.00\|51.00\|52.30\|46.53\|894493;2026-07-20\|41.88\|-9.99\|46.53\|47.30\|41.88\|821560;2026-07-21\|44.32\|5.83\|41.00\|44.89\|37.69\|1752682;2026-07-22\|41.30\|-6.81\|43.55\|45.60\|40.88\|1347376;2026-07-23\|43.21\|4.62\|44.00\|45.43\|42.48\|1417766;2026-07-24\|40.22\|-6.92\|42.52\|43.34\|40.16\|1013166;2026-07-27\|44.24\|9.99\|40.94\|44.24\|40.01\|1282927;2026-07-28\|43.19\|-2.37\|43.11\|45.50\|42.40\|1617481;2026-07-29\|47.51\|10.00\|43.76\|47.51\|43.67\|1726328;2026-07-30\|50.50\|6.29\|48.67\|52.26\|46.38\|2673622;2026-07-31\|49.35\|-2.28\|55.55\|55.55\|48.39\|2557416;2026-08-03\|51.96\|5.29\|48.00\|53.18\|47.01\|1810211;2026-08-04\|54.33\|4.56\|50.02\|55.69\|48.08\|2003215;2026-08-05\|57.80\|6.39\|52.50\|59.76\|52.50\|2211488;2026-08-06\|58.28\|0.83\|56.01\|59.13\|54.80\|2145862;2026-08-07\|58.29\|0.02\|57.18\|61.79\|55.52\|2042832;2026-08-10\|61.70\|5.85\|57.77\|63.96\|54.33\|2152326;2026-08-11\|65.85\|6.73\|60.88\|67.87\|60.88\|2631304;2026-08-12\|66.51\|1.00\|63.86\|66.64\|62.60\|1810965;2026-08-13\|62.02\|-6.75\|67.52\|67.52\|61.55\|2045199;2026-08-14\|62.73\|1.14\|62.49\|63.70\|60.65\|1468425;2026-08-17\|63.44\|1.13\|62.03\|63.50\|60.92\|1504766;2026-08-18\|62.34\|-1.73\|63.00\|65.65\|62.00\|1486217;2026-08-19\|56.11\|-9.99\|59.50\|61.40\|56.11\|1474437;2026-08-20\|53.09\|-5.38\|56.50\|56.95\|52.32\|1866195;2026-08-21\|54.67\|2.98\|53.12\|55.12\|51.88\|1256613;2026-08-24\|51.91\|-5.05\|54.71\|55.00\|50.55\|1065957;2026-08-25\|51.33\|-1.12\|50.79\|52.59\|49.46\|838385;2026-08-26\|51.01\|-0.62\|51.55\|51.89\|50.00\|662807;2026-08-27\|54.11\|6.08\|52.02\|54.29\|51.20\|1272112;2026-08-28\|55.45\|2.48\|55.00\|57.36\|54.50\|1624626;2026-08-31\|55.88\|0.78\|53.50\|55.88\|52.22\|1279165;2026-09-01\|51.87\|-7.18\|55.59\|56.09\|51.87\|1085287;2026-09-02\|49.78\|-4.03\|50.04\|51.30\|48.87\|1136697;2026-09-03\|50.62\|1.69\|50.35\|51.70\|49.39\|944941;2026-09-04\|48.41\|-4.37\|51.01\|51.63\|47.97\|865651;2026-09-07\|50.45\|4.21\|48.90\|50.90\|48.20\|855939;2026-09-08\|49.83\|-1.23\|50.46\|51.09\|49.63\|730604;2026-09-09\|49.70\|-0.26\|50.50\|51.50\|49.36\|711749;2026-09-10\|50.90\|2.41\|49.00\|51.45\|48.58\|908824
121565	三星电机追加MLCC订单；有企业表示已被客户提前锁定4倍于现有产能的扩产线	超级电容+间接投资光纤公司+储能电站行业原因：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%。报告指出，高端AI服务器MLCC需求目前已呈现强劲态势，各ODM正积极抢备库存，以应对Rubin机架从2026年下半年起的量产爬坡。公司原因： 1、据2026年4月28日年报，公司主营储能系统设备、混合储能系列、超级电容炭及储能消防装置，已构建“核心材料－关键器件－储能系统－消防安全”全链条生产体系，并交付多个百兆瓦时级电网侧储能标杆项目。 2、据2026年3月3日公告，公司拟在广东投建200MW/400MWh独立储能电站，总投资约5亿元，建设周期6个月，是公司向“设备+运营”双轮驱动模式转型升级的关键举措。 3、据2023年2月10日互动，公司持有智芯一号99%的股权，已投资苏州易缆微半导体技术有限公司（公司创新的硅光子异质集成产品开发平台具有完全的自主知识产权，是解决人工智能时代数据中心1.6T和3.2T高性能光模块的最优解决方案之一；同时公司的无源产品线（常规和特种），光纤阵列和耦合光器件等，目前已经形成批量生产，客户遍及国内及欧美地区）。	1、公司主营储能系统设备、混合储能系列、超级电容炭及储能消防装置，开发新型号产品(如3000F低内阻超级电容器)保持技术领先； 2、公司通过智芯一号股权基金（持股99%）间接投资了苏州易缆微半导体技术有限公司；易缆微半导体是一家光纤通信产品研发生产商，致力于光纤通信系统、光网络系统、光电传感系统、物联网系统技术研究和试验发展及进出口业务	2026-05-07\|16.69\|10.02\|15.18\|16.69\|15.18\|53797;2026-05-08\|16.71\|0.12\|16.66\|16.80\|16.22\|175609;2026-05-11\|16.53\|-1.08\|16.79\|17.15\|16.42\|119935;2026-05-12\|17.01\|2.90\|16.70\|17.74\|16.50\|143197;2026-05-13\|17.09\|0.47\|16.96\|17.31\|16.83\|120143;2026-05-14\|16.87\|-1.29\|17.20\|17.39\|16.84\|126841;2026-05-15\|16.71\|-0.95\|16.75\|17.13\|16.53\|87481;2026-05-18\|17.19\|2.87\|16.68\|17.33\|15.98\|153119;2026-05-19\|16.99\|-1.16\|17.11\|17.26\|16.80\|100284;2026-05-20\|16.73\|-1.53\|17.00\|17.01\|16.52\|50792;2026-05-21\|15.57\|-6.93\|16.73\|16.77\|15.47\|83161;2026-05-22\|16.03\|2.95\|15.51\|16.15\|15.47\|60369;2026-05-25\|17.63\|9.98\|16.07\|17.63\|16.07\|79145;2026-05-26\|16.65\|-5.56\|17.24\|17.39\|16.57\|155268;2026-05-27\|15.90\|-4.50\|16.49\|17.10\|15.82\|109402;2026-05-28\|17.49\|10.00\|16.20\|17.49\|15.75\|127783;2026-05-29\|17.64\|0.86\|17.98\|18.88\|17.54\|339210;2026-06-01\|19.40\|9.98\|17.16\|19.40\|17.01\|279012;2026-06-02\|21.34\|10.00\|19.21\|21.34\|18.01\|367007;2026-06-03\|22.54\|5.62\|22.08\|23.47\|21.36\|377560;2026-06-04\|24.79\|9.98\|21.41\|24.79\|21.22\|293889;2026-06-05\|22.31\|-10.00\|23.25\|24.28\|22.31\|157037;2026-06-08\|20.08\|-10.00\|20.08\|20.08\|20.08\|27469;2026-06-09\|18.08\|-9.96\|18.81\|19.50\|18.07\|370052;2026-06-10\|16.27\|-10.01\|17.30\|17.37\|16.27\|241817;2026-06-11\|16.20\|-0.43\|15.76\|16.96\|15.76\|224465;2026-06-12\|15.75\|-2.78\|16.20\|16.47\|15.70\|175389;2026-06-15\|16.33\|3.68\|15.95\|16.79\|15.80\|178496;2026-06-16\|16.91\|3.55\|16.48\|17.15\|16.20\|160436;2026-06-17\|16.17\|-4.38\|16.71\|16.97\|16.08\|149554;2026-06-18\|16.10\|-0.43\|16.00\|16.34\|15.90\|82837;2026-06-22\|15.81\|-1.80\|15.95\|16.35\|15.34\|109308;2026-06-23\|15.83\|0.13\|15.66\|16.26\|15.47\|79840;2026-06-24\|15.00\|-5.24\|15.84\|15.84\|14.63\|114060;2026-06-25\|14.71\|-1.93\|15.00\|16.10\|14.64\|103896;2026-06-26\|13.98\|-4.96\|14.41\|14.54\|13.90\|86453;2026-06-29\|13.58\|-2.86\|14.00\|14.14\|13.41\|70727;2026-06-30\|13.36\|-1.62\|13.50\|13.64\|13.30\|57418;2026-07-01\|13.35\|-0.07\|13.32\|13.67\|13.27\|58781;2026-07-02\|13.43\|0.60\|13.35\|13.83\|13.23\|69676;2026-07-03\|13.71\|2.08\|13.38\|13.94\|13.30\|68923;2026-07-06\|13.49\|-1.60\|13.77\|14.43\|13.46\|94047;2026-07-07\|14.84\|10.01\|13.59\|14.84\|13.59\|60303;2026-07-08\|16.32\|9.97\|14.70\|16.32\|13.86\|267782;2026-07-09\|15.80\|-3.19\|16.43\|17.12\|14.69\|317567;2026-07-10\|14.51\|-8.16\|14.93\|15.25\|14.22\|222171;2026-07-13\|13.06\|-9.99\|14.38\|14.38\|13.06\|130441;2026-07-14\|12.69\|-2.83\|12.14\|12.75\|11.88\|137867;2026-07-15\|12.69\|0.00\|12.44\|13.00\|12.41\|103237;2026-07-16\|12.77\|0.63\|12.57\|13.18\|12.32\|94120;2026-07-17\|12.10\|-5.25\|12.87\|12.87\|11.92\|77941;2026-07-20\|11.33\|-6.36\|12.31\|12.36\|11.11\|85984;2026-07-21\|11.54\|1.85\|11.33\|11.57\|10.48\|84109;2026-07-22\|11.21\|-2.86\|11.54\|11.65\|11.18\|49109;2026-07-23\|11.45\|2.14\|11.21\|11.60\|11.07\|56824;2026-07-24\|11.19\|-2.27\|11.34\|11.36\|10.96\|51456;2026-07-27\|12.31\|10.01\|11.19\|12.31\|11.19\|52107;2026-07-28\|12.84\|4.31\|12.64\|13.08\|12.32\|162983;2026-07-29\|13.13\|2.26\|12.67\|13.13\|12.51\|115049;2026-07-30\|12.80\|-2.51\|13.00\|13.41\|12.79\|86177;2026-07-31\|13.21\|3.20\|13.09\|13.30\|12.91\|76237;2026-08-03\|13.40\|1.44\|13.22\|13.41\|13.10\|51878;2026-08-04\|13.65\|1.87\|13.53\|13.75\|13.33\|50557;2026-08-05\|13.83\|1.32\|13.48\|13.83\|13.48\|54211;2026-08-06\|13.97\|1.01\|13.80\|14.10\|13.66\|61456;2026-08-07\|14.06\|0.64\|13.99\|14.10\|13.60\|59833;2026-08-10\|15.47\|10.03\|14.20\|15.47\|14.07\|72739;2026-08-11\|15.93\|2.97\|15.46\|16.76\|15.10\|227395;2026-08-12\|16.36\|2.70\|15.73\|16.47\|15.41\|167838;2026-08-13\|16.49\|0.79\|16.83\|17.98\|15.88\|208012;2026-08-14\|18.14\|10.01\|16.53\|18.14\|16.33\|162836;2026-08-17\|18.66\|2.87\|18.89\|19.67\|18.10\|270832;2026-08-18\|16.79\|-10.02\|18.10\|18.51\|16.79\|184952;2026-08-19\|15.80\|-5.90\|16.77\|16.77\|15.78\|162347;2026-08-20\|16.07\|1.71\|16.00\|16.81\|15.90\|108998;2026-08-21\|16.39\|1.99\|15.88\|16.57\|15.88\|71941;2026-08-24\|16.12\|-1.65\|16.22\|16.30\|15.88\|68046;2026-08-25\|16.48\|2.23\|16.00\|16.54\|15.10\|62501;2026-08-26\|16.06\|-2.55\|16.77\|16.78\|16.01\|52125;2026-08-27\|16.25\|1.18\|16.00\|16.27\|15.90\|48335;2026-08-28\|16.03\|-1.35\|16.22\|16.31\|16.01\|33500;2026-08-31\|15.75\|-1.75\|15.88\|16.00\|15.65\|35137;2026-09-01\|16.17\|2.67\|15.80\|16.50\|15.74\|72456;2026-09-02\|15.88\|-1.79\|15.99\|16.05\|15.70\|35699;2026-09-03\|15.96\|0.50\|15.88\|16.05\|15.70\|35835;2026-09-04\|15.82\|-0.88\|15.99\|16.37\|15.68\|41972;2026-09-07\|16.38\|3.54\|15.83\|16.71\|15.54\|71691;2026-09-08\|16.17\|-1.28\|16.57\|16.57\|16.07\|47127;2026-09-09\|16.05\|-0.74\|16.28\|16.38\|16.00\|44952;2026-09-10\|15.79\|-1.62\|16.18\|16.18\|15.71\|33221
121564		半导体封测+教育+ST板块+国企改革 1、据2026年6月11日公告，公司围绕“稳基础、促转型”战略，重点布局半导体封装测试业务，拟循序渐进向上游及先进封装延伸，但该业务尚未实际开展，仍处于前期筹备阶段，暂未产生收入及利润。 2、据2026年6月18日公告，因2025年度经审计的利润总额、净利润及扣非净利润孰低为负，且营业收入低于3亿元，公司股票已被实施退市风险警示，若2026年度财务数据仍触及退市标准将终止上市。 3、公司属于国有企业，最终控制人为东阳市人民政府国有资产监督管理办公室；据2026年6月11日公告，公司主营业务未发生重大变化，仍为教育业务及不动产运营业务。		2026-05-07\|9.89\|4.99\|9.89\|9.89\|9.89\|42476;2026-05-08\|10.38\|4.95\|10.38\|10.38\|10.10\|306846;2026-05-11\|10.90\|5.01\|10.90\|10.90\|10.90\|19306;2026-05-12\|11.45\|5.05\|11.45\|11.45\|11.45\|47289;2026-05-13\|11.50\|0.44\|11.45\|12.02\|11.23\|953758;2026-05-14\|12.08\|5.04\|11.90\|12.08\|11.83\|138334;2026-05-15\|12.45\|3.06\|12.68\|12.68\|11.50\|614459;2026-05-18\|13.07\|4.98\|12.80\|13.07\|12.51\|383226;2026-05-19\|13.50\|3.29\|13.07\|13.63\|12.90\|379088;2026-05-20\|13.33\|-1.26\|13.75\|14.18\|12.83\|536334;2026-05-21\|12.66\|-5.03\|13.00\|13.16\|12.66\|323105;2026-05-22\|12.35\|-2.45\|12.30\|13.04\|12.10\|355929;2026-05-25\|12.97\|5.02\|12.70\|12.97\|12.65\|155927;2026-05-26\|13.62\|5.01\|13.62\|13.62\|13.10\|370800;2026-05-27\|13.42\|-1.47\|13.62\|14.12\|13.11\|344696;2026-05-28\|14.09\|4.99\|13.32\|14.09\|13.18\|367077;2026-05-29\|14.75\|4.68\|14.24\|14.79\|14.15\|306326;2026-06-01\|15.28\|3.59\|14.74\|15.28\|14.42\|269919;2026-06-02\|14.58\|-4.58\|15.10\|15.12\|14.52\|313360;2026-06-03\|14.79\|1.44\|14.50\|14.97\|13.87\|260897;2026-06-04\|14.35\|-2.98\|14.51\|15.04\|14.31\|192716;2026-06-05\|13.63\|-5.02\|14.40\|14.48\|13.63\|243934;2026-06-08\|12.95\|-4.99\|12.95\|13.56\|12.95\|218661;2026-06-09\|12.99\|0.31\|13.18\|13.30\|12.38\|222181;2026-06-10\|12.36\|-4.85\|12.55\|13.34\|12.34\|204047;2026-06-11\|12.98\|5.02\|12.61\|12.98\|12.39\|97893;2026-06-12\|13.53\|4.24\|13.63\|13.63\|13.35\|259781;2026-06-15\|12.85\|-5.03\|13.31\|13.56\|12.85\|251082;2026-06-16\|12.21\|-4.98\|12.51\|12.67\|12.21\|188223;2026-06-17\|12.09\|-0.98\|11.92\|12.45\|11.70\|227172;2026-06-18\|11.63\|-3.80\|12.10\|12.12\|11.51\|177911;2026-06-22\|11.05\|-4.99\|11.51\|11.75\|11.05\|257117;2026-06-23\|10.92\|-1.18\|10.85\|11.60\|10.76\|227360;2026-06-24\|10.37\|-5.04\|10.70\|11.00\|10.37\|223686;2026-06-25\|10.77\|3.86\|10.28\|10.85\|9.89\|256948;2026-06-26\|11.31\|5.01\|10.65\|11.31\|10.60\|182717;2026-06-29\|11.48\|1.50\|11.58\|11.84\|11.05\|208781;2026-06-30\|11.06\|-3.66\|11.41\|11.51\|10.91\|150554;2026-07-01\|11.57\|4.61\|11.00\|11.61\|11.00\|189142;2026-07-02\|11.58\|0.09\|11.34\|12.00\|11.25\|159294;2026-07-03\|12.16\|5.01\|11.33\|12.16\|11.22\|186757;2026-07-06\|10.94\|-10.03\|12.01\|12.01\|10.94\|237930;2026-07-07\|10.68\|-2.38\|10.70\|11.22\|10.46\|108702;2026-07-08\|10.38\|-2.81\|10.51\|10.56\|10.10\|117086;2026-07-09\|10.61\|2.22\|10.33\|10.65\|9.98\|131656;2026-07-10\|10.35\|-2.45\|10.41\|10.75\|10.35\|98595;2026-07-13\|9.59\|-7.34\|10.20\|10.29\|9.56\|116286;2026-07-14\|10.05\|4.80\|9.51\|10.17\|9.51\|112963;2026-07-15\|9.05\|-9.95\|9.05\|9.05\|9.05\|15800;2026-07-16\|8.15\|-9.94\|8.15\|8.15\|8.15\|12333;2026-07-17\|8.97\|10.06\|8.97\|8.97\|8.97\|85670;2026-07-20\|8.89\|-0.89\|9.27\|9.51\|8.34\|237793;2026-07-21\|8.00\|-10.01\|8.42\|8.60\|8.00\|258219;2026-07-22\|7.82\|-2.25\|7.58\|8.12\|7.57\|131543;2026-07-23\|8.04\|2.81\|8.00\|8.39\|7.93\|129414;2026-07-24\|7.84\|-2.49\|7.94\|8.22\|7.77\|78938;2026-07-27\|8.62\|9.95\|8.00\|8.62\|7.89\|137829;2026-07-28\|9.03\|4.76\|8.62\|9.37\|8.62\|143231;2026-07-29\|9.24\|2.33\|9.00\|9.34\|8.91\|98378;2026-07-30\|9.54\|3.25\|9.20\|9.88\|9.14\|130401;2026-07-31\|10.21\|7.02\|9.45\|10.45\|9.24\|133942;2026-08-03\|10.55\|3.33\|10.26\|10.85\|10.10\|112467;2026-08-04\|10.28\|-2.56\|10.38\|10.53\|9.96\|139327;2026-08-05\|10.90\|6.03\|10.35\|11.31\|10.35\|141166;2026-08-06\|11.58\|6.24\|10.80\|11.73\|10.78\|137729;2026-08-07\|11.80\|1.90\|11.58\|12.11\|11.42\|138553;2026-08-10\|11.31\|-4.15\|11.80\|11.87\|11.28\|101860;2026-08-11\|10.18\|-9.99\|11.02\|11.38\|10.18\|196447;2026-08-12\|10.55\|3.63\|10.18\|10.78\|10.10\|130055;2026-08-13\|9.99\|-5.31\|10.65\|10.69\|9.91\|155330;2026-08-14\|10.17\|1.80\|10.10\|10.35\|9.96\|131912;2026-08-17\|10.39\|2.16\|10.35\|10.57\|10.20\|117727;2026-08-18\|10.88\|4.72\|10.42\|10.96\|10.41\|169802;2026-08-19\|10.38\|-4.60\|10.78\|11.05\|10.28\|130315;2026-08-20\|10.21\|-1.64\|10.55\|10.65\|10.13\|111845;2026-08-21\|10.33\|1.18\|10.09\|10.36\|9.83\|105122;2026-08-24\|9.69\|-6.20\|10.02\|10.14\|9.31\|131922;2026-08-25\|9.39\|-3.10\|9.59\|9.67\|9.22\|111671;2026-08-26\|9.43\|0.43\|9.39\|9.55\|9.24\|79217;2026-08-27\|10.37\|9.97\|9.46\|10.37\|9.40\|143146;2026-08-28\|10.00\|-3.57\|10.50\|10.69\|9.98\|138028;2026-08-31\|10.07\|0.70\|10.05\|10.45\|9.93\|120975;2026-09-01\|9.47\|-5.96\|10.00\|10.05\|9.16\|147815;2026-09-02\|10.14\|7.08\|9.27\|10.42\|9.11\|159192;2026-09-03\|9.57\|-5.62\|9.92\|10.11\|9.57\|106705;2026-09-04\|9.46\|-1.15\|9.55\|9.73\|9.46\|77862;2026-09-07\|9.49\|0.32\|9.46\|9.65\|9.30\|56312;2026-09-08\|9.56\|0.74\|9.49\|9.86\|9.42\|84601;2026-09-09\|9.40\|-1.67\|9.56\|9.59\|9.38\|54267;2026-09-10\|9.08\|-3.40\|9.41\|9.45\|9.04\|81390
121563		重整预期+建筑节能+ST板块行业原因： 1、据新华社，5月28日，国务院印发《城市更新“十五五”规划》。据多家机构测算，“十五五”期间城市更新市场总容量预计达15万亿元至20万亿元。 2、据上证报，5月，北京二手住房成交量超1.6万套，同比上涨约12%。至此，北京二手房成交量在4月之后，再次创下近5年同期新高。公司原因： 1、据2026年4月30日年报，公司董事会拟推动采取重塑C端品牌、加快低效资产处置、积极引入战略投资者等措施以增强持续经营能力，市场对公司存在重整预期；据2026年5月16日公告，公司部分股权在司法拍卖平台完成竞拍。 2、据2025年8月30日半年报，公司主营业务涵盖功能型建筑涂料、建筑节能保温材料等六大产品体系，是行业内最大的建筑保温板材制造商之一，其中真金板为自主研发产品。 3、据2026年5月15日异常波动公告，公司因2025年末净资产为负值被实施退市风险警示，股票简称变更为“*ST亚士”。		2026-05-07\|4.70\|-5.05\|4.70\|4.70\|4.70\|1394;2026-05-08\|4.47\|-4.89\|4.47\|4.47\|4.47\|4792;2026-05-11\|4.42\|-1.12\|4.25\|4.54\|4.25\|752287;2026-05-12\|4.64\|4.98\|4.48\|4.64\|4.46\|176982;2026-05-13\|4.87\|4.96\|4.87\|4.87\|4.63\|439649;2026-05-14\|5.11\|4.93\|5.11\|5.11\|5.00\|98388;2026-05-15\|5.37\|5.09\|5.37\|5.37\|4.85\|495050;2026-05-18\|5.64\|5.03\|5.26\|5.64\|5.11\|277237;2026-05-19\|5.56\|-1.42\|5.60\|5.90\|5.41\|350508;2026-05-20\|5.41\|-2.70\|5.65\|5.79\|5.28\|364116;2026-05-21\|5.26\|-2.77\|5.30\|5.58\|5.23\|219860;2026-05-22\|5.46\|3.80\|5.33\|5.52\|5.33\|230576;2026-05-25\|5.73\|4.95\|5.30\|5.73\|5.28\|260165;2026-05-26\|5.44\|-5.06\|5.77\|5.87\|5.44\|242189;2026-05-27\|5.17\|-4.96\|5.30\|5.34\|5.17\|150182;2026-05-28\|5.18\|0.19\|5.00\|5.28\|4.95\|154678;2026-05-29\|5.40\|4.25\|5.18\|5.44\|5.14\|161099;2026-06-01\|5.67\|5.00\|5.33\|5.67\|5.33\|155248;2026-06-02\|5.95\|4.94\|5.90\|5.95\|5.75\|173809;2026-06-03\|5.91\|-0.67\|6.12\|6.20\|5.78\|235879;2026-06-04\|5.73\|-3.05\|5.99\|6.09\|5.61\|162566;2026-06-05\|5.62\|-1.92\|5.73\|5.85\|5.60\|144948;2026-06-08\|5.90\|4.98\|5.55\|5.90\|5.40\|176590;2026-06-09\|5.95\|0.85\|5.99\|6.18\|5.74\|183932;2026-06-10\|5.65\|-5.04\|5.83\|5.85\|5.65\|98274;2026-06-11\|5.37\|-4.96\|5.40\|5.66\|5.37\|93657;2026-06-12\|5.29\|-1.49\|5.46\|5.51\|5.10\|168400;2026-06-15\|5.29\|0.00\|5.17\|5.38\|5.05\|138546;2026-06-16\|5.46\|3.21\|5.25\|5.53\|5.03\|192177;2026-06-17\|5.19\|-4.95\|5.46\|5.46\|5.19\|124066;2026-06-18\|5.08\|-2.12\|5.00\|5.17\|4.93\|107406;2026-06-22\|4.83\|-4.92\|4.95\|4.98\|4.83\|87763;2026-06-23\|5.02\|3.93\|4.77\|5.07\|4.76\|92410;2026-06-24\|4.77\|-4.98\|4.90\|4.99\|4.77\|75353;2026-06-25\|5.01\|5.03\|4.67\|5.01\|4.53\|149608;2026-06-26\|5.18\|3.39\|4.80\|5.26\|4.80\|143836;2026-06-29\|4.93\|-4.83\|5.16\|5.16\|4.92\|92079;2026-06-30\|4.82\|-2.23\|4.92\|4.95\|4.68\|77426;2026-07-01\|5.06\|4.98\|4.76\|5.06\|4.70\|100574;2026-07-02\|5.15\|1.78\|5.17\|5.30\|5.04\|94674;2026-07-03\|5.41\|5.05\|5.20\|5.41\|5.15\|82145;2026-07-06\|5.37\|-0.74\|5.60\|5.87\|5.29\|119732;2026-07-07\|5.41\|0.74\|5.36\|5.69\|5.13\|127027;2026-07-08\|5.53\|2.22\|5.19\|5.70\|5.11\|146917;2026-07-09\|5.94\|7.41\|5.65\|6.07\|5.60\|167100;2026-07-10\|5.84\|-1.68\|5.91\|5.98\|5.68\|131943;2026-07-13\|5.83\|-0.17\|5.80\|5.94\|5.53\|122082;2026-07-14\|5.60\|-3.95\|5.87\|5.88\|5.53\|79049;2026-07-15\|5.39\|-3.75\|5.48\|5.65\|5.19\|92659;2026-07-16\|5.24\|-2.78\|5.30\|5.36\|5.13\|93571;2026-07-17\|5.15\|-1.72\|5.26\|5.29\|4.94\|84610;2026-07-20\|4.64\|-9.90\|5.08\|5.13\|4.64\|78412;2026-07-21\|4.18\|-9.91\|4.34\|4.44\|4.18\|128960;2026-07-22\|4.07\|-2.63\|3.89\|4.20\|3.85\|101839;2026-07-23\|4.48\|10.07\|4.16\|4.48\|4.10\|88769;2026-07-24\|4.60\|2.68\|4.53\|4.93\|4.53\|103544;2026-07-27\|5.06\|10.00\|4.59\|5.06\|4.59\|102193;2026-07-28\|5.16\|1.98\|5.06\|5.38\|5.00\|96667;2026-07-29\|5.12\|-0.78\|5.06\|5.28\|5.04\|54046;2026-07-30\|4.99\|-2.54\|5.20\|5.22\|4.92\|55732;2026-07-31\|5.08\|1.80\|5.10\|5.12\|4.96\|60387;2026-08-03\|5.28\|3.94\|5.05\|5.31\|5.05\|61518;2026-08-04\|5.25\|-0.57\|5.40\|5.40\|5.19\|49300;2026-08-05\|5.17\|-1.52\|5.23\|5.30\|5.13\|51925;2026-08-06\|5.34\|3.29\|5.20\|5.40\|5.14\|72341;2026-08-07\|5.57\|4.31\|5.37\|5.62\|5.23\|82003;2026-08-10\|5.55\|-0.36\|5.64\|5.78\|5.45\|90989;2026-08-11\|5.44\|-1.98\|5.45\|5.60\|5.35\|48756;2026-08-12\|5.55\|2.02\|5.39\|5.58\|5.36\|40076;2026-08-13\|5.67\|2.16\|5.46\|5.91\|5.46\|90238;2026-08-14\|5.72\|0.88\|5.60\|5.82\|5.60\|52983;2026-08-17\|5.61\|-1.92\|5.82\|5.82\|5.50\|102502;2026-08-18\|5.50\|-1.96\|5.61\|5.67\|5.45\|68912;2026-08-19\|5.47\|-0.55\|5.45\|5.74\|5.40\|87871;2026-08-20\|5.63\|2.92\|5.52\|5.70\|5.39\|98514;2026-08-21\|6.13\|8.88\|5.63\|6.19\|5.53\|229109;2026-08-24\|6.21\|1.31\|6.29\|6.42\|6.10\|156977;2026-08-25\|6.75\|8.70\|6.07\|6.83\|6.07\|187212;2026-08-26\|6.54\|-3.11\|6.68\|6.68\|6.40\|145244;2026-08-27\|6.50\|-0.61\|6.41\|6.64\|6.21\|112900;2026-08-28\|6.51\|0.15\|6.44\|6.63\|6.40\|53955;2026-08-31\|6.48\|-0.46\|6.39\|6.80\|6.38\|59244;2026-09-01\|6.21\|-4.17\|6.41\|6.51\|6.17\|86977;2026-09-02\|6.45\|3.86\|6.21\|6.48\|6.01\|68160;2026-09-03\|6.75\|4.65\|6.42\|6.78\|6.38\|122086;2026-09-04\|7.29\|8.00\|6.87\|7.33\|6.75\|157858;2026-09-07\|7.06\|-3.15\|7.14\|7.45\|6.88\|183875;2026-09-08\|6.75\|-4.39\|7.05\|7.20\|6.66\|140774;2026-09-09\|6.68\|-1.04\|6.82\|6.84\|6.65\|76133;2026-09-10\|7.20\|7.78\|6.75\|7.20\|6.60\|154884
121562		跨界半导体+电机控制芯片+医疗器械行业原因： 1、国务院印发《国民健康“十五五”规划》。其中提出，全链条支持创新药和医疗器械发展应用。优化创新药和临床急需药品审评审批。 2、据央视新闻7月13日报道，国家药监局披露数据显示，今年上半年我国创新药对外授权交易总额约1100亿美元，再创历史新高，接近去年全年水平。公司原因： 1、据2026年7月22日公告，公司拟通过发行股份及支付现金方式购买旋智电子科技上海有限公司100%股权，切入高集成度电机控制芯片领域，寻求第二增长曲线。 2、据2026年7月22日公告，公司控股股东及实际控制人仍为黄凡先生，本次交易不构成重组上市。 3、据2025年年报，公司主营业务为一次性使用无菌输注类医疗器械的研发、制造和销售，主要通过“ODM+集成供应”模式满足国外医疗器械品牌商一站式采购需求，境外营收占比达96.38%。	公司拟收购旋智科技100%股权，切入电机控制芯片赛道	2026-05-07\|40.55\|-1.79\|41.17\|41.82\|40.20\|18467;2026-05-08\|42.48\|4.76\|40.47\|42.95\|40.47\|22376;2026-05-11\|42.17\|-0.73\|42.68\|42.94\|41.67\|21998;2026-05-12\|41.32\|-2.02\|42.00\|42.60\|41.00\|15739;2026-05-13\|41.00\|-0.77\|41.72\|42.40\|40.51\|16762;2026-05-14\|40.42\|-1.41\|41.49\|41.82\|40.30\|11772;2026-05-15\|39.82\|-1.48\|40.62\|41.15\|39.51\|12414;2026-05-18\|40.07\|0.63\|39.84\|40.77\|39.22\|16212;2026-05-19\|39.75\|-0.80\|40.66\|40.66\|38.54\|13454;2026-05-20\|39.84\|0.23\|39.60\|40.40\|38.91\|11719;2026-05-21\|38.42\|-3.56\|39.96\|40.55\|38.25\|13619;2026-05-22\|39.85\|3.72\|38.65\|40.10\|38.09\|13769;2026-05-25\|38.62\|-3.09\|39.85\|40.12\|37.34\|19332;2026-05-26\|37.51\|-2.87\|38.63\|38.63\|37.04\|14265;2026-05-27\|36.51\|-2.67\|37.26\|38.12\|36.26\|15268;2026-05-28\|36.98\|1.29\|36.28\|37.15\|35.05\|12099;2026-05-29\|35.60\|-3.73\|36.68\|36.98\|35.37\|14386;2026-06-01\|40.31\|13.87\|35.05\|41.80\|35.05\|37467;2026-06-02\|41.10\|1.96\|40.20\|41.33\|38.00\|35008;2026-06-03\|40.71\|-0.95\|41.72\|41.73\|39.98\|22117;2026-06-04\|40.83\|0.29\|40.72\|40.88\|39.48\|13562;2026-06-05\|40.89\|0.15\|40.82\|41.70\|39.52\|14006;2026-06-08\|37.57\|-8.12\|39.25\|43.44\|37.26\|34890;2026-06-09\|41.15\|9.53\|38.20\|41.19\|37.82\|26608;2026-06-10\|40.54\|-1.48\|41.15\|41.89\|39.56\|16351;2026-06-11\|40.39\|-0.37\|39.97\|40.72\|39.37\|12366;2026-06-12\|40.00\|-0.97\|40.40\|40.71\|38.00\|15920;2026-06-15\|38.06\|-4.85\|39.94\|39.94\|37.60\|19168;2026-06-16\|36.81\|-3.28\|37.99\|38.28\|36.40\|15931;2026-06-17\|39.04\|6.06\|37.20\|39.76\|36.26\|25525;2026-06-18\|38.34\|-1.79\|38.79\|39.61\|37.90\|19399;2026-06-22\|37.41\|-2.43\|39.55\|39.55\|36.40\|15272;2026-06-23\|37.88\|1.26\|36.85\|38.20\|36.85\|11602;2026-06-24\|35.88\|-5.28\|37.42\|37.81\|35.70\|19070;2026-06-25\|35.86\|-0.06\|35.75\|36.32\|34.35\|12213;2026-06-26\|33.49\|-6.61\|35.40\|35.69\|33.47\|11859;2026-06-29\|33.00\|-1.46\|34.00\|34.00\|32.10\|13440;2026-06-30\|32.89\|-0.33\|33.01\|35.59\|32.06\|18205;2026-07-01\|34.42\|4.65\|32.39\|35.20\|31.80\|20770;2026-07-02\|34.50\|0.23\|34.38\|35.50\|33.40\|13205;2026-07-03\|36.84\|6.78\|34.99\|37.10\|33.96\|19640;2026-07-06\|35.68\|-3.15\|36.47\|37.40\|35.42\|13800;2026-07-07\|34.00\|-4.71\|34.84\|35.97\|33.61\|9330;2026-07-22\|40.80\|20.00\|40.80\|40.80\|40.80\|5386;2026-07-23\|48.96\|20.00\|48.96\|48.96\|48.96\|4344;2026-07-24\|58.75\|20.00\|58.75\|58.75\|58.75\|8744;2026-07-27\|70.50\|20.00\|70.50\|70.50\|63.05\|106491;2026-07-28\|77.75\|10.28\|74.03\|77.81\|69.80\|91662;2026-07-29\|67.89\|-12.68\|73.00\|74.43\|67.31\|69305;2026-07-30\|69.20\|1.93\|67.32\|71.80\|63.63\|70286;2026-07-31\|65.89\|-4.78\|68.51\|68.51\|60.29\|62246;2026-08-03\|66.10\|0.32\|64.24\|66.10\|60.68\|52225;2026-08-04\|68.80\|4.08\|65.38\|69.61\|65.18\|57235;2026-08-05\|71.55\|4.00\|69.88\|71.60\|67.00\|54462;2026-08-06\|69.68\|-2.61\|71.00\|75.55\|67.15\|59951;2026-08-07\|83.62\|20.01\|69.00\|83.62\|67.60\|74061;2026-08-10\|91.89\|9.89\|82.30\|96.65\|81.21\|77496;2026-08-11\|87.30\|-5.00\|88.60\|93.50\|85.00\|52179;2026-08-12\|87.58\|0.32\|87.30\|91.46\|84.68\|38775;2026-08-13\|90.62\|3.47\|86.00\|98.00\|86.00\|48763;2026-08-14\|90.63\|0.01\|88.02\|92.00\|86.00\|33431;2026-08-17\|94.05\|3.77\|89.64\|97.90\|89.01\|34237;2026-08-18\|95.00\|1.01\|95.01\|99.00\|92.80\|34938;2026-08-19\|90.16\|-5.09\|89.99\|96.66\|89.99\|29215;2026-08-20\|92.48\|2.57\|93.74\|94.87\|90.09\|25073;2026-08-21\|96.10\|3.91\|90.55\|96.55\|88.00\|28191;2026-08-24\|110.00\|14.46\|97.00\|114.00\|97.00\|47569;2026-08-25\|104.00\|-5.45\|105.00\|106.48\|97.00\|29507;2026-08-26\|106.12\|2.04\|102.96\|112.30\|102.01\|24467;2026-08-27\|105.76\|-0.34\|106.00\|108.26\|102.52\|22966;2026-08-28\|99.19\|-6.21\|106.00\|106.00\|98.16\|21520;2026-08-31\|95.67\|-3.55\|97.00\|97.00\|92.28\|18926;2026-09-01\|100.66\|5.22\|97.59\|100.66\|94.73\|16618;2026-09-02\|104.93\|4.24\|103.00\|106.99\|101.00\|17603;2026-09-03\|104.86\|-0.07\|107.00\|107.00\|101.18\|14986;2026-09-04\|107.00\|2.04\|106.00\|109.95\|104.90\|17075;2026-09-07\|114.60\|7.10\|108.00\|115.00\|104.00\|25664;2026-09-08\|106.58\|-7.00\|105.00\|110.00\|105.00\|21569;2026-09-09\|101.75\|-4.53\|106.00\|107.99\|100.01\|14491;2026-09-10\|102.51\|0.75\|102.99\|103.98\|100.51\|7153
121561		PVC弹性地板+北美产能+Home Depot供应链 1、据2026年4月28日年报，公司主营PVC弹性地板，是国内少数被纳入Home Depot等全球知名建材终端销售渠道供应链体系的企业，并与VERTEX保持稳定合作关系。 2、据2026年4月28日年报，公司已建成国内及美国、墨西哥海外工厂协同的全球化产能体系，形成“北美产、北美销”的区域化供应链闭环；据2026年2月2日机构调研，墨西哥工厂产销顺畅，瓶颈工序扩建已完成，成品产能提升30%以上。 3、据2026年4月28日年报，公司2026年计划抓住城市更新和存量住房焕新机会，开发适合国内市场的产品和渠道，推动北美产能满产满销。	公司拟收购欧康诺不低于77.08%股权，欧康诺专注于存储测试设备及测试服务领域	2026-05-07\|12.46\|-0.95\|12.56\|12.99\|12.45\|44807;2026-05-08\|12.44\|-0.16\|12.47\|12.55\|12.31\|34054;2026-05-11\|12.33\|-0.88\|12.48\|12.69\|12.31\|32914;2026-05-12\|12.07\|-2.11\|12.28\|12.45\|12.04\|40472;2026-05-13\|12.02\|-0.41\|12.15\|12.20\|11.95\|29272;2026-05-14\|12.06\|0.33\|12.10\|12.31\|11.96\|34375;2026-05-15\|12.17\|0.91\|12.11\|12.35\|11.97\|33165;2026-05-18\|11.99\|-1.48\|12.05\|12.16\|11.82\|35979;2026-05-19\|12.15\|1.33\|11.98\|12.20\|11.84\|27496;2026-05-20\|12.64\|4.03\|12.12\|12.71\|12.06\|69357;2026-05-21\|12.57\|-0.55\|12.62\|12.84\|12.49\|52281;2026-05-22\|12.46\|-0.88\|12.61\|12.74\|12.32\|34698;2026-05-25\|12.84\|3.05\|12.61\|12.84\|12.26\|38142;2026-05-26\|13.40\|4.36\|12.80\|13.80\|12.70\|102660;2026-05-27\|12.93\|-3.51\|13.38\|13.69\|12.86\|52303;2026-05-28\|12.84\|-0.70\|12.91\|13.20\|12.43\|38897;2026-05-29\|12.29\|-4.28\|12.85\|12.91\|12.15\|37054;2026-06-01\|12.92\|5.13\|12.27\|13.32\|12.11\|43201;2026-06-02\|12.73\|-1.47\|13.04\|13.12\|12.56\|24711;2026-06-03\|12.47\|-2.04\|12.82\|13.02\|12.28\|31540;2026-06-04\|12.60\|1.04\|12.35\|12.98\|12.28\|34362;2026-06-05\|12.50\|-0.79\|12.69\|12.85\|12.30\|23303;2026-06-08\|12.21\|-2.32\|12.20\|12.78\|12.02\|29735;2026-06-09\|12.24\|0.25\|12.28\|12.47\|12.04\|21974;2026-06-10\|12.08\|-1.31\|12.18\|12.48\|11.90\|28900;2026-06-11\|12.21\|1.08\|11.89\|12.26\|11.60\|24049;2026-06-12\|12.51\|2.46\|12.26\|12.89\|12.12\|48232;2026-06-15\|12.26\|-2.00\|12.51\|12.70\|11.93\|37861;2026-06-16\|11.97\|-2.37\|12.24\|12.24\|11.70\|35168;2026-06-17\|11.53\|-3.68\|11.92\|11.93\|11.48\|25031;2026-06-18\|11.43\|-0.87\|11.50\|11.53\|11.17\|22903;2026-06-22\|11.39\|-0.35\|11.41\|11.41\|10.86\|24590;2026-06-23\|11.43\|0.35\|11.29\|11.63\|11.24\|18561;2026-06-24\|10.84\|-5.16\|11.43\|11.47\|10.84\|20989;2026-06-25\|10.35\|-4.52\|10.82\|10.87\|10.31\|43474;2026-06-26\|10.16\|-1.84\|10.24\|10.36\|9.80\|24568;2026-06-29\|10.16\|0.00\|10.07\|10.40\|9.61\|28479;2026-06-30\|9.87\|-2.85\|10.15\|10.30\|9.82\|19662;2026-07-01\|10.00\|1.32\|9.90\|10.22\|9.87\|19412;2026-07-02\|10.08\|0.80\|9.95\|10.38\|9.88\|19178;2026-07-03\|10.71\|6.25\|10.08\|11.09\|10.08\|71121;2026-07-06\|11.78\|9.99\|10.91\|11.78\|10.77\|77188;2026-07-07\|11.99\|1.78\|11.90\|12.56\|11.87\|99853;2026-07-08\|11.58\|-3.42\|12.59\|12.59\|11.26\|70217;2026-07-09\|11.71\|1.12\|11.88\|12.02\|11.46\|47721;2026-07-10\|12.05\|2.90\|11.58\|12.21\|11.50\|35961;2026-07-13\|11.77\|-2.32\|12.01\|12.15\|11.58\|30831;2026-07-14\|11.72\|-0.42\|11.64\|11.84\|11.50\|26315;2026-07-15\|11.41\|-2.65\|11.75\|12.00\|11.41\|25610;2026-07-16\|11.13\|-2.45\|11.62\|11.74\|11.10\|30718;2026-07-17\|10.31\|-7.37\|11.03\|11.22\|10.26\|37039;2026-07-20\|9.56\|-7.27\|10.35\|10.53\|9.40\|41518;2026-07-21\|10.52\|10.04\|10.52\|10.52\|10.52\|2781;2026-07-22\|11.57\|9.98\|11.57\|11.57\|11.57\|1248;2026-07-23\|12.73\|10.03\|12.73\|12.73\|12.73\|1877;2026-07-24\|14.00\|9.98\|14.00\|14.00\|14.00\|9867;2026-07-27\|15.40\|10.00\|15.40\|15.40\|15.40\|5453;2026-07-28\|16.94\|10.00\|16.94\|16.94\|16.94\|7931;2026-07-29\|18.63\|9.98\|18.63\|18.63\|18.63\|11238;2026-07-30\|20.49\|9.98\|20.49\|20.49\|20.49\|33120;2026-07-31\|22.54\|10.00\|22.54\|22.54\|22.54\|199907;2026-08-06\|24.79\|9.98\|24.79\|24.79\|24.30\|160040;2026-08-07\|24.82\|0.12\|23.58\|25.00\|22.58\|336877;2026-08-10\|27.30\|9.99\|25.93\|27.30\|24.83\|312198;2026-08-18\|30.00\|10.01\|27.32\|30.00\|27.32\|323462;2026-08-19\|27.00\|-10.00\|27.00\|27.00\|27.00\|14862;2026-08-20\|28.60\|5.93\|24.30\|29.31\|24.30\|310178;2026-08-21\|26.26\|-8.18\|27.30\|28.35\|25.76\|229879;2026-08-24\|27.65\|5.29\|26.81\|27.79\|26.27\|182532;2026-08-25\|26.92\|-2.64\|27.50\|27.50\|25.80\|172167;2026-08-26\|26.20\|-2.67\|27.18\|27.38\|26.00\|144705;2026-08-27\|28.65\|9.35\|26.47\|28.80\|25.83\|192677;2026-08-28\|29.10\|1.57\|27.85\|29.90\|27.82\|182784;2026-08-31\|27.77\|-4.57\|28.53\|28.99\|26.91\|155107;2026-09-01\|30.55\|10.01\|29.52\|30.55\|29.31\|90187;2026-09-02\|33.37\|9.23\|32.00\|33.61\|31.47\|274774;2026-09-03\|30.03\|-10.01\|30.03\|30.28\|30.03\|60976;2026-09-04\|27.58\|-8.16\|29.10\|29.97\|27.13\|234070;2026-09-07\|28.16\|2.10\|27.58\|28.19\|26.58\|154046;2026-09-08\|27.51\|-2.31\|27.61\|28.30\|27.22\|118470;2026-09-09\|26.11\|-5.09\|27.20\|27.60\|25.70\|137732;2026-09-10\|26.17\|0.23\|26.04\|27.05\|25.85\|92874
121560	国家电网公示今年第三批特高压、输变电设备招标候选名单	HVDC龙头+宁德时代拟入股+一季报增长行业原因：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9日公告，公司控股股东引进宁德时代增资事项仍在有序推进，宁德时代拟以409,985.88万元认购控股股东新增注册资本，并拟与公司围绕绿色ICT基础设施、算电协同等领域开展战略业务合作。 2、据2026年4月21日年报，公司是国内数据中心高压直流HVDC绿色供电技术方案先行者，牵头制定相关国家标准并入选工信部制造业单项冠军，其Panama电源系统效率可达97.5%以上，2025年数据中心电源业务实现营收7.76亿元，已成为阿里巴巴、腾讯等互联网头部企业智算中心供应商。 3、据2026年4月28日披露的一季报，公司2026年一季度实现营收4.18亿元，同比增长7.79%；归母净利润2493.57万元，同比增长22.89%。	宁德时代拟以41亿元认购控股股东中恒科技投资新增注册资本	2026-05-07\|46.30\|3.19\|45.08\|46.75\|44.47\|810330;2026-05-08\|45.15\|-2.48\|45.20\|46.13\|44.56\|457305;2026-05-11\|44.73\|-0.93\|45.48\|45.80\|43.83\|440990;2026-05-12\|44.00\|-1.63\|44.70\|44.99\|43.46\|348387;2026-05-13\|48.40\|10.00\|44.50\|48.40\|43.65\|862868;2026-05-14\|48.74\|0.70\|50.84\|53.13\|48.74\|892085;2026-05-15\|47.85\|-1.83\|49.50\|49.80\|46.95\|591315;2026-05-18\|49.16\|2.74\|47.65\|50.24\|47.36\|504248;2026-05-19\|52.87\|7.55\|48.67\|53.77\|48.18\|656037;2026-05-20\|51.53\|-2.53\|52.91\|53.86\|50.00\|491905;2026-05-21\|49.17\|-4.58\|52.15\|53.88\|48.99\|633189;2026-05-22\|52.09\|5.94\|49.68\|52.56\|49.00\|456418;2026-05-25\|56.25\|7.99\|53.46\|57.30\|53.13\|639700;2026-05-26\|53.70\|-4.53\|54.99\|54.99\|52.15\|530175;2026-05-27\|56.77\|5.72\|53.97\|59.07\|53.97\|823983;2026-05-28\|59.15\|4.19\|56.77\|59.70\|55.10\|677879;2026-05-29\|56.05\|-5.24\|58.50\|59.97\|55.40\|567028;2026-06-01\|50.66\|-9.62\|55.62\|56.04\|50.48\|597264;2026-06-02\|52.27\|3.18\|51.67\|53.50\|50.03\|430672;2026-06-03\|54.78\|4.80\|51.86\|57.30\|50.88\|602748;2026-06-04\|53.69\|-1.99\|54.01\|55.95\|53.43\|361779;2026-06-05\|52.95\|-1.38\|52.95\|57.37\|52.25\|482568;2026-06-08\|52.41\|-1.02\|50.27\|55.43\|50.27\|469008;2026-06-09\|55.14\|5.21\|52.30\|55.50\|50.15\|518254;2026-06-10\|51.14\|-7.25\|53.51\|54.28\|50.44\|512847;2026-06-11\|48.97\|-4.24\|50.71\|51.80\|48.50\|389133;2026-06-12\|46.51\|-5.02\|50.58\|50.67\|46.51\|447846;2026-06-15\|51.16\|10.00\|47.24\|51.16\|47.24\|400062;2026-06-16\|52.24\|2.11\|52.00\|53.76\|51.06\|426109;2026-06-17\|51.99\|-0.48\|53.28\|54.88\|51.19\|372961;2026-06-18\|54.16\|4.17\|51.70\|54.51\|51.50\|379612;2026-06-22\|53.13\|-1.72\|54.07\|54.88\|51.28\|510773;2026-06-23\|50.16\|-5.59\|52.01\|52.10\|49.50\|346773;2026-06-24\|55.18\|10.01\|49.50\|55.18\|48.91\|546472;2026-06-25\|56.10\|1.67\|56.95\|58.30\|55.18\|557095;2026-06-26\|53.95\|-3.83\|56.58\|57.00\|51.81\|441668;2026-06-29\|53.80\|-0.28\|54.09\|56.15\|51.77\|412766;2026-06-30\|53.80\|0.00\|53.50\|55.48\|51.52\|386815;2026-07-01\|51.84\|-3.64\|53.99\|54.98\|49.76\|483373;2026-07-02\|50.85\|-1.91\|50.23\|53.83\|49.03\|367195;2026-07-03\|52.90\|4.03\|51.15\|55.94\|51.15\|564257;2026-07-06\|54.19\|2.44\|53.42\|56.66\|53.00\|482928;2026-07-07\|51.80\|-4.41\|54.54\|56.85\|51.27\|463552;2026-07-08\|49.47\|-4.50\|52.16\|54.46\|49.28\|410773;2026-07-09\|54.42\|10.01\|49.83\|54.42\|48.58\|561637;2026-07-10\|56.05\|3.00\|56.62\|59.86\|56.00\|840836;2026-07-13\|51.76\|-7.65\|56.00\|56.95\|51.57\|555953;2026-07-14\|53.60\|3.55\|52.70\|55.35\|49.70\|518316;2026-07-15\|48.72\|-9.10\|53.00\|53.00\|48.25\|584255;2026-07-16\|46.63\|-4.29\|47.26\|48.84\|44.86\|332067;2026-07-17\|41.97\|-9.99\|46.13\|46.60\|41.97\|332599;2026-07-20\|37.77\|-10.01\|42.50\|42.81\|37.77\|423575;2026-07-21\|39.99\|5.88\|37.90\|40.26\|33.99\|548916;2026-07-22\|38.96\|-2.58\|39.77\|41.13\|38.58\|343793;2026-07-23\|38.80\|-0.41\|39.74\|40.25\|38.40\|238264;2026-07-24\|36.36\|-6.29\|38.15\|38.58\|36.07\|275401;2026-07-27\|40.00\|10.01\|36.91\|40.00\|36.91\|397243;2026-07-28\|36.01\|-9.97\|40.25\|40.44\|36.00\|505612;2026-07-29\|36.18\|0.47\|35.43\|36.30\|34.15\|361483;2026-07-30\|34.20\|-5.47\|35.98\|36.79\|33.72\|317607;2026-07-31\|35.48\|3.74\|36.44\|36.88\|35.37\|305520;2026-08-03\|34.15\|-3.75\|35.24\|36.05\|33.80\|288958;2026-08-04\|37.57\|10.01\|35.00\|37.57\|34.22\|413331;2026-08-05\|39.01\|3.83\|36.93\|39.63\|36.84\|361644;2026-08-06\|38.54\|-1.20\|38.49\|39.34\|37.64\|238881;2026-08-07\|40.08\|4.00\|38.91\|40.86\|38.00\|343792;2026-08-10\|39.37\|-1.77\|42.98\|43.27\|38.65\|417891;2026-08-11\|41.08\|4.34\|40.64\|43.31\|38.32\|690413;2026-08-12\|41.59\|1.24\|41.08\|42.38\|40.00\|528557;2026-08-13\|43.00\|3.39\|42.77\|45.75\|42.70\|681755;2026-08-14\|45.00\|4.65\|43.50\|45.00\|42.58\|507384;2026-08-17\|45.58\|1.29\|47.00\|48.58\|43.00\|851074;2026-08-18\|43.72\|-4.08\|44.91\|45.52\|43.39\|502385;2026-08-19\|39.51\|-9.63\|41.75\|42.39\|39.39\|439630;2026-08-20\|39.73\|0.56\|40.25\|40.45\|39.02\|380541;2026-08-21\|39.19\|-1.36\|39.10\|40.25\|38.63\|340344;2026-08-24\|37.50\|-4.31\|39.40\|39.48\|36.46\|396990;2026-08-25\|38.14\|1.71\|36.56\|38.55\|36.09\|315914;2026-08-26\|38.40\|0.68\|38.25\|39.45\|37.76\|268400;2026-08-27\|38.63\|0.60\|39.00\|39.00\|37.40\|302781;2026-08-28\|37.11\|-3.93\|38.15\|38.94\|37.08\|278340;2026-08-31\|38.57\|3.93\|36.50\|38.68\|36.12\|288835;2026-09-01\|36.78\|-4.64\|38.65\|39.09\|36.44\|283497;2026-09-02\|36.00\|-2.12\|36.11\|36.47\|35.56\|168911;2026-09-03\|37.90\|5.28\|36.30\|39.00\|35.66\|367565;2026-09-04\|37.44\|-1.21\|38.89\|39.28\|37.08\|397824;2026-09-07\|38.35\|2.43\|38.37\|38.78\|37.20\|360854;2026-09-08\|36.81\|-4.02\|38.24\|38.33\|36.52\|362880;2026-09-09\|36.70\|-0.30\|36.70\|37.84\|36.41\|242399;2026-09-10\|35.64\|-2.89\|36.06\|36.37\|35.46\|208300
121559	国家电网公示今年第三批特高压、输变电设备招标候选名单	绿色能源+光伏+工程EPC+佛山国资 1、据2026年4月27日年报，公司绿色能源业务以“合同能源管理+工程EPC”双轮驱动，2025年累计签约光伏项目125个，总装机容量约350MW，并积极向光储充及虚拟电厂等领域拓展。 2、据2026年7月16日公告及2026年7月15日公告，文科转债即将到期并停止交易，目前转股价格为3.92元/股，到期兑付价格为115元/张。 3、据2026年6月22日公告，公司控股股东佛山建发系佛山市国资委直接监管的市属一级国有企业；据2025年年报，公司是行业内少数综合竞争力较强、在全国范围内具备品牌影响力的企业。	1、公司绿色能源业务以“合同能源管理+工程EPC”双轮驱动，2025年累计签约光伏项目125个，总装机容量约350MW，并积极向光储充及虚拟电厂等领域拓展； 2、公司与新凯来有办公场所租赁业务合作	2026-05-07\|3.92\|-2.24\|4.01\|4.03\|3.91\|114519;2026-05-08\|4.01\|2.30\|3.93\|4.03\|3.90\|150003;2026-05-11\|3.98\|-0.75\|4.03\|4.08\|3.92\|110314;2026-05-12\|3.89\|-2.26\|3.97\|4.00\|3.86\|96881;2026-05-13\|3.90\|0.26\|3.89\|3.94\|3.88\|86095;2026-05-14\|3.90\|0.00\|3.91\|3.96\|3.85\|122511;2026-05-15\|3.93\|0.77\|3.90\|3.96\|3.88\|160101;2026-05-18\|3.96\|0.76\|3.96\|3.96\|3.82\|146900;2026-05-19\|4.09\|3.28\|4.00\|4.16\|3.98\|227906;2026-05-20\|4.15\|1.47\|4.11\|4.19\|3.99\|179850;2026-05-21\|4.09\|-1.45\|4.12\|4.23\|4.06\|284665;2026-05-22\|4.14\|1.22\|4.13\|4.15\|3.96\|201443;2026-05-25\|4.24\|2.42\|4.17\|4.33\|4.10\|265029;2026-05-26\|4.33\|2.12\|4.23\|4.33\|4.14\|347172;2026-05-27\|4.09\|-5.54\|4.30\|4.30\|4.00\|424166;2026-05-28\|4.11\|0.49\|4.05\|4.21\|4.03\|209033;2026-05-29\|4.05\|-1.46\|4.11\|4.20\|3.94\|257529;2026-06-01\|3.98\|-1.73\|4.01\|4.10\|3.97\|146533;2026-06-02\|3.98\|0.00\|4.00\|4.02\|3.86\|161999;2026-06-03\|3.88\|-2.51\|3.97\|4.02\|3.87\|120546;2026-06-04\|3.82\|-1.55\|3.88\|4.15\|3.79\|291592;2026-06-05\|4.00\|4.71\|3.85\|4.20\|3.74\|392982;2026-06-08\|3.82\|-4.50\|4.09\|4.16\|3.78\|323675;2026-06-09\|3.85\|0.79\|3.91\|3.92\|3.73\|197369;2026-06-10\|3.85\|0.00\|3.87\|3.87\|3.66\|231710;2026-06-11\|3.78\|-1.82\|3.75\|3.83\|3.67\|174253;2026-06-12\|3.84\|1.59\|3.84\|3.86\|3.73\|113101;2026-06-15\|3.85\|0.26\|3.84\|3.89\|3.77\|111759;2026-06-16\|3.85\|0.00\|3.81\|3.97\|3.77\|272310;2026-06-17\|4.02\|4.42\|3.83\|4.05\|3.79\|404996;2026-06-18\|4.11\|2.24\|3.97\|4.11\|3.88\|294025;2026-06-22\|3.87\|-5.84\|4.08\|4.09\|3.86\|191851;2026-06-23\|3.85\|-0.52\|3.88\|3.94\|3.85\|109274;2026-06-24\|3.75\|-2.60\|3.84\|3.86\|3.69\|167962;2026-06-25\|3.66\|-2.40\|3.74\|3.77\|3.62\|132851;2026-06-26\|3.60\|-1.64\|3.64\|3.68\|3.58\|121827;2026-06-29\|3.31\|-8.06\|3.57\|3.62\|3.24\|209705;2026-06-30\|3.41\|3.02\|3.29\|3.42\|3.23\|143592;2026-07-01\|3.56\|4.40\|3.41\|3.66\|3.34\|147384;2026-07-02\|3.69\|3.65\|3.56\|3.71\|3.53\|132012;2026-07-03\|3.69\|0.00\|3.69\|3.75\|3.60\|124727;2026-07-06\|3.54\|-4.07\|3.69\|3.78\|3.54\|91178;2026-07-07\|3.20\|-9.60\|3.55\|3.57\|3.19\|226318;2026-07-08\|3.27\|2.19\|3.18\|3.31\|3.15\|136111;2026-07-09\|3.16\|-3.36\|3.27\|3.31\|3.14\|92815;2026-07-10\|3.24\|2.53\|3.17\|3.33\|3.13\|126889;2026-07-13\|3.06\|-5.56\|3.23\|3.27\|3.04\|121364;2026-07-14\|3.10\|1.31\|3.05\|3.11\|2.98\|137061;2026-07-15\|3.18\|2.58\|3.09\|3.27\|3.07\|124226;2026-07-16\|3.50\|10.06\|3.15\|3.50\|3.13\|218591;2026-07-17\|3.26\|-6.86\|3.51\|3.60\|3.23\|271163;2026-07-20\|3.13\|-3.99\|3.35\|3.49\|3.10\|246684;2026-07-21\|3.04\|-2.88\|3.20\|3.21\|2.91\|184901;2026-07-22\|3.21\|5.59\|3.11\|3.29\|2.96\|193352;2026-07-23\|3.53\|9.97\|3.20\|3.53\|3.15\|250035;2026-07-24\|3.54\|0.28\|3.50\|3.62\|3.38\|282251;2026-07-27\|3.89\|9.89\|3.53\|3.89\|3.52\|186133;2026-07-28\|3.88\|-0.26\|3.99\|4.16\|3.83\|561716;2026-07-29\|3.83\|-1.29\|3.88\|3.92\|3.61\|378287;2026-07-30\|3.60\|-6.01\|3.80\|3.87\|3.53\|299820;2026-07-31\|3.96\|10.00\|3.62\|3.96\|3.60\|247281;2026-08-03\|3.87\|-2.27\|4.00\|4.11\|3.81\|250204;2026-08-04\|3.85\|-0.52\|3.91\|3.91\|3.81\|178020;2026-08-05\|3.85\|0.00\|3.86\|3.89\|3.81\|196889;2026-08-06\|3.91\|1.56\|3.85\|3.91\|3.80\|211676;2026-08-07\|3.85\|-1.53\|3.90\|3.94\|3.76\|169116;2026-08-10\|3.91\|1.56\|3.84\|3.93\|3.81\|202551;2026-08-11\|3.85\|-1.53\|3.87\|3.91\|3.79\|221551;2026-08-12\|3.81\|-1.04\|3.85\|3.90\|3.79\|203578;2026-08-13\|3.71\|-2.62\|3.82\|3.83\|3.71\|165723;2026-08-14\|3.64\|-1.89\|3.75\|3.77\|3.55\|206098;2026-08-17\|3.72\|2.20\|3.68\|3.74\|3.63\|156383;2026-08-18\|3.64\|-2.15\|3.70\|3.79\|3.63\|115519;2026-08-19\|3.44\|-5.49\|3.63\|3.64\|3.42\|165816;2026-08-20\|3.49\|1.45\|3.48\|3.52\|3.43\|107410;2026-08-21\|3.54\|1.43\|3.47\|3.56\|3.42\|117508;2026-08-24\|3.49\|-1.41\|3.56\|3.58\|3.45\|101869;2026-08-25\|3.68\|5.44\|3.49\|3.71\|3.47\|140408;2026-08-26\|3.72\|1.09\|3.70\|3.76\|3.65\|116128;2026-08-27\|3.62\|-2.69\|3.72\|3.72\|3.61\|128816;2026-08-28\|3.68\|1.66\|3.63\|3.71\|3.59\|87429;2026-08-31\|3.64\|-1.09\|3.65\|3.67\|3.60\|84482;2026-09-01\|3.70\|1.65\|3.66\|3.71\|3.63\|101083;2026-09-02\|3.67\|-0.81\|3.70\|3.70\|3.59\|88545;2026-09-03\|3.54\|-3.54\|3.66\|3.70\|3.54\|101623;2026-09-04\|3.57\|0.85\|3.56\|3.64\|3.54\|109661;2026-09-07\|3.57\|0.00\|3.62\|3.62\|3.51\|75242;2026-09-08\|3.59\|0.56\|3.56\|3.63\|3.55\|90673;2026-09-09\|3.56\|-0.84\|3.59\|3.61\|3.54\|98064;2026-09-10\|3.52\|-1.12\|3.55\|3.56\|3.49\|86532
121558	国家电网公示今年第三批特高压、输变电设备招标候选名单	风电光伏+定增获批+半年报预增+新疆国资 1、据2026年7月15日公告，公司预计2026年上半年归母净利润6000万元至8000万元，同比增长570.26%至793.68%；扣非净利润5700万元至7700万元，同比增长1252.41%至1726.94%，主要因联营企业“疆电外送”项目并网带来投资收益增加及新能源补贴回款增加。 2、据2025年年度报告，公司主营陆上风电、光伏发电和独立储能业务，截至2025年底已投产风电装机2720.50MW、光伏装机953.50MW，并参与“疆电外送”第三通道配套电源项目建设。 3、据2026年7月3日公告，公司向特定对象发行股票申请获中国证监会同意注册批复，拟募集资金用于三塘湖80万千瓦风电项目及补充流动资金，将进一步提升装机规模。 4、据2025年年度报告，公司控股股东为新疆能源集团，实控人为新疆国资委，是集团旗下唯一上市公司及新能源产业整合平台。	公司立足新疆，专注风力发电和光伏发电业务	2026-05-07\|9.40\|-0.42\|9.43\|9.49\|9.33\|307888;2026-05-08\|9.30\|-1.06\|9.40\|9.59\|9.26\|293447;2026-05-11\|9.40\|1.08\|9.28\|9.49\|9.28\|313544;2026-05-12\|9.70\|3.19\|9.38\|9.82\|9.18\|594753;2026-05-13\|10.22\|5.36\|9.67\|10.23\|9.64\|681394;2026-05-14\|9.51\|-6.95\|10.20\|10.20\|9.51\|497584;2026-05-15\|9.34\|-1.79\|9.50\|9.58\|9.17\|319531;2026-05-18\|10.27\|9.96\|9.65\|10.27\|9.60\|267899;2026-05-19\|10.51\|2.34\|11.15\|11.18\|10.03\|919974;2026-05-20\|9.64\|-8.28\|10.33\|10.40\|9.57\|620289;2026-05-21\|10.33\|7.16\|9.80\|10.60\|9.56\|931858;2026-05-22\|10.40\|0.68\|10.22\|10.64\|10.00\|869992;2026-05-25\|10.21\|-1.83\|10.41\|10.72\|10.20\|588192;2026-05-26\|9.99\|-2.15\|10.10\|10.60\|9.74\|508397;2026-05-27\|10.26\|2.70\|9.74\|10.26\|9.64\|479544;2026-05-28\|10.29\|0.29\|10.22\|10.48\|9.90\|500722;2026-05-29\|10.46\|1.65\|10.17\|10.60\|10.00\|566814;2026-06-01\|10.74\|2.68\|10.47\|10.74\|9.92\|631449;2026-06-02\|10.60\|-1.30\|10.64\|10.80\|10.30\|480975;2026-06-03\|11.09\|4.62\|10.44\|11.59\|10.35\|755825;2026-06-04\|10.86\|-2.07\|10.85\|11.18\|10.76\|519373;2026-06-05\|9.93\|-8.56\|10.86\|11.07\|9.93\|553276;2026-06-08\|8.94\|-9.97\|9.28\|9.65\|8.94\|480937;2026-06-09\|8.63\|-3.47\|8.89\|8.95\|8.31\|358571;2026-06-10\|7.95\|-7.88\|8.45\|8.45\|7.86\|390048;2026-06-11\|7.82\|-1.64\|8.01\|8.10\|7.72\|247049;2026-06-12\|7.81\|-0.13\|7.92\|8.25\|7.80\|276461;2026-06-15\|7.87\|0.77\|7.80\|7.91\|7.75\|231159;2026-06-16\|7.91\|0.51\|7.84\|7.98\|7.57\|305031;2026-06-17\|7.68\|-2.91\|7.87\|7.90\|7.66\|262169;2026-06-18\|7.38\|-3.91\|7.63\|7.63\|7.33\|285368;2026-06-22\|7.44\|0.81\|7.39\|7.45\|7.17\|200112;2026-06-23\|7.37\|-0.94\|7.45\|7.51\|7.31\|143688;2026-06-24\|7.21\|-2.17\|7.33\|7.36\|7.09\|178792;2026-06-25\|7.09\|-1.66\|7.16\|7.21\|7.03\|148314;2026-06-26\|7.03\|-0.85\|7.16\|7.26\|7.02\|221126;2026-06-29\|7.00\|-0.43\|7.03\|7.11\|6.85\|154220;2026-06-30\|6.92\|-0.72\|6.96\|7.00\|6.84\|111540;2026-07-01\|7.09\|2.46\|6.97\|7.14\|6.91\|146967;2026-07-02\|6.95\|-1.97\|7.10\|7.28\|6.91\|196352;2026-07-03\|7.10\|2.16\|6.99\|7.16\|6.92\|144378;2026-07-06\|7.00\|-1.41\|7.17\|7.19\|6.97\|148152;2026-07-07\|6.72\|-4.00\|7.02\|7.03\|6.70\|151069;2026-07-08\|6.58\|-2.08\|6.69\|6.75\|6.57\|108829;2026-07-09\|6.51\|-1.06\|6.61\|6.63\|6.41\|120928;2026-07-10\|6.68\|2.61\|6.53\|6.82\|6.46\|154164;2026-07-13\|6.49\|-2.84\|6.68\|6.68\|6.48\|106054;2026-07-14\|6.55\|0.92\|6.47\|6.56\|6.37\|92883;2026-07-15\|6.84\|4.43\|6.70\|6.89\|6.66\|228857;2026-07-16\|7.52\|9.94\|6.76\|7.52\|6.70\|496848;2026-07-17\|8.27\|9.97\|7.42\|8.27\|7.33\|573968;2026-07-20\|9.10\|10.04\|8.84\|9.10\|8.40\|821361;2026-07-21\|10.01\|10.00\|10.01\|10.01\|9.55\|1589711;2026-07-22\|11.01\|9.99\|10.90\|11.01\|10.35\|612309;2026-07-23\|12.11\|9.99\|12.08\|12.11\|11.64\|1054997;2026-07-24\|13.03\|7.60\|12.99\|13.32\|12.50\|2060997;2026-07-27\|14.33\|9.98\|13.02\|14.33\|13.00\|840525;2026-07-28\|12.90\|-9.98\|15.69\|15.73\|12.90\|1927007;2026-07-29\|11.61\|-10.00\|11.61\|12.76\|11.61\|1809961;2026-07-30\|12.35\|6.37\|11.85\|12.46\|11.21\|1868895;2026-07-31\|12.34\|-0.08\|11.12\|12.97\|11.12\|1651695;2026-08-03\|12.73\|3.16\|12.25\|12.96\|11.88\|1416288;2026-08-04\|13.40\|5.26\|12.50\|13.48\|12.30\|1504259;2026-08-05\|13.53\|0.97\|13.15\|13.89\|13.01\|1516441;2026-08-06\|12.19\|-9.90\|13.53\|13.53\|12.19\|1479227;2026-08-07\|13.16\|7.96\|12.20\|13.16\|11.85\|1490819;2026-08-10\|14.48\|10.03\|13.42\|14.48\|13.42\|1763391;2026-08-11\|15.93\|10.01\|14.00\|15.93\|13.10\|2436951;2026-08-12\|15.46\|-2.95\|15.45\|16.88\|14.65\|2113350;2026-08-13\|15.27\|-1.23\|14.90\|15.75\|14.69\|1712832;2026-08-14\|13.75\|-9.95\|14.79\|14.79\|13.74\|1500383;2026-08-17\|14.40\|4.73\|13.51\|14.50\|13.33\|1441563;2026-08-18\|13.35\|-7.29\|14.09\|14.60\|13.11\|1428300;2026-08-19\|12.02\|-9.96\|13.28\|13.33\|12.02\|998365;2026-08-20\|12.31\|2.41\|11.83\|12.73\|11.59\|1184017;2026-08-21\|12.21\|-0.81\|12.70\|12.70\|11.74\|1022679;2026-08-24\|12.57\|2.95\|12.45\|13.25\|12.21\|1212160;2026-08-25\|12.29\|-2.23\|12.31\|12.75\|11.85\|1104809;2026-08-26\|13.52\|10.01\|11.95\|13.52\|11.74\|1263698;2026-08-27\|13.76\|1.78\|13.39\|14.24\|13.03\|1795209;2026-08-28\|13.30\|-3.34\|13.51\|13.80\|13.18\|1197481;2026-08-31\|13.20\|-0.75\|13.03\|13.94\|12.40\|1324401;2026-09-01\|13.80\|4.55\|13.15\|13.96\|12.82\|1529219;2026-09-02\|12.52\|-9.28\|13.81\|14.02\|12.50\|1391285;2026-09-03\|11.61\|-7.27\|12.38\|12.70\|11.35\|1136474;2026-09-04\|12.29\|5.86\|11.51\|12.77\|11.40\|1670679;2026-09-07\|12.20\|-0.73\|12.08\|12.49\|11.58\|1096715;2026-09-08\|12.11\|-0.74\|12.31\|12.56\|12.08\|708917;2026-09-09\|12.10\|-0.08\|12.03\|12.32\|11.89\|824601;2026-09-10\|12.45\|2.89\|12.00\|12.89\|11.71\|1265536
121557	国家电网公示今年第三批特高压、输变电设备招标候选名单	回购+增持+液冷+电缆附件 1、据2026年7月20日公告，公司拟以自有资金1.8亿元至2.2亿元回购股份，用于维护公司价值及股东权益，回购价格不超过20.5元/股。 2、据2026年7月20日公告，公司董事长俞涛计划自当日起6个月内增持公司股份，增持金额不低于3000万元。 3、据2026年7月2日机构调研，公司参股浸没式液冷科技企业杭州云酷智能科技有限公司，控股子公司双江能源的碳氢类冷却液及公司液冷产品事业部的硅基冷却液均处于试验验证阶段。 4、据2025年8月12日半年报，公司是全球少数可自主研发并生产750kV及以下交直流超高压电缆附件的企业之一，产品广泛应用于电网、新能源、轨道交通等领域。	1、国内电缆附件领域的重要企业；公司产品覆盖高压超高压、中低压电缆附件等多个板块； 2、公司材料、箱柜、连接器、机电等产品已导入商业航天并实现导入；拟斥资1.8亿至2.2亿元回购股份;	2026-05-07\|18.11\|1.86\|17.75\|18.11\|17.66\|80316;2026-05-08\|18.60\|2.71\|18.05\|18.98\|17.97\|84698;2026-05-11\|18.36\|-1.29\|18.62\|19.00\|18.24\|80344;2026-05-12\|18.41\|0.27\|18.35\|18.69\|18.13\|68456;2026-05-13\|19.02\|3.31\|18.30\|19.89\|18.25\|158222;2026-05-14\|18.32\|-3.68\|19.07\|19.28\|18.32\|112350;2026-05-15\|17.80\|-2.84\|18.32\|18.43\|17.71\|71243;2026-05-18\|17.78\|-0.11\|17.80\|17.94\|17.59\|54151;2026-05-19\|17.94\|0.90\|17.76\|17.96\|17.32\|59900;2026-05-20\|17.52\|-2.34\|17.94\|17.94\|17.25\|55421;2026-05-21\|16.68\|-4.79\|17.54\|17.64\|16.67\|62538;2026-05-22\|17.06\|2.28\|16.82\|17.21\|16.70\|49899;2026-05-25\|16.74\|-1.88\|17.34\|17.44\|16.61\|51909;2026-05-26\|16.23\|-3.05\|16.65\|16.66\|16.00\|53729;2026-05-27\|15.99\|-1.48\|16.25\|16.46\|15.90\|49048;2026-05-28\|16.19\|1.25\|15.84\|16.28\|15.78\|40067;2026-05-29\|15.85\|-2.10\|16.10\|16.31\|15.71\|48854;2026-06-01\|16.14\|1.83\|15.77\|16.29\|15.68\|46203;2026-06-02\|15.79\|-2.17\|16.26\|16.29\|15.50\|43803;2026-06-03\|15.62\|-1.08\|15.66\|15.85\|15.44\|35522;2026-06-04\|15.36\|-1.66\|15.57\|15.59\|15.27\|33432;2026-06-05\|15.32\|-0.26\|15.40\|15.64\|14.95\|39875;2026-06-08\|14.74\|-3.79\|14.95\|15.32\|14.50\|50248;2026-06-09\|14.91\|1.15\|14.97\|15.09\|14.57\|36422;2026-06-10\|14.44\|-3.15\|14.78\|14.88\|14.27\|43159;2026-06-11\|14.33\|-0.76\|14.37\|14.55\|14.11\|34691;2026-06-12\|14.45\|0.84\|14.46\|14.69\|14.17\|42386;2026-06-15\|14.82\|2.56\|14.68\|14.90\|14.50\|49940;2026-06-16\|14.94\|0.81\|14.84\|15.08\|14.63\|47010;2026-06-17\|14.47\|-3.15\|14.96\|14.96\|14.34\|53461;2026-06-18\|14.47\|0.00\|14.47\|14.57\|14.15\|43468;2026-06-22\|14.44\|-0.21\|14.32\|14.48\|13.86\|60469;2026-06-23\|14.40\|-0.28\|14.44\|14.64\|14.20\|44823;2026-06-24\|14.00\|-2.78\|14.40\|14.40\|13.82\|42178;2026-06-25\|13.63\|-2.64\|13.90\|14.01\|13.56\|47189;2026-06-26\|13.18\|-3.30\|13.63\|13.70\|13.08\|42723;2026-06-29\|13.20\|0.15\|13.20\|13.35\|12.86\|46886;2026-06-30\|13.13\|-0.53\|13.35\|13.36\|13.00\|37271;2026-07-01\|13.36\|1.75\|13.30\|13.60\|12.96\|58842;2026-07-02\|13.32\|-0.30\|13.33\|13.69\|13.21\|46158;2026-07-03\|13.79\|3.53\|13.50\|13.92\|13.40\|50251;2026-07-06\|14.04\|1.81\|13.95\|15.00\|13.83\|82206;2026-07-07\|13.30\|-5.27\|14.09\|14.14\|13.30\|64589;2026-07-08\|12.98\|-2.41\|13.33\|13.47\|12.97\|42425;2026-07-09\|12.85\|-1.00\|12.98\|13.03\|12.42\|51413;2026-07-10\|13.10\|1.95\|12.80\|13.41\|12.68\|51684;2026-07-13\|12.51\|-4.50\|13.22\|13.30\|12.46\|42386;2026-07-14\|12.71\|1.60\|12.45\|12.76\|12.26\|38145;2026-07-15\|12.87\|1.26\|12.65\|13.07\|12.55\|35425;2026-07-16\|12.93\|0.47\|12.88\|13.28\|12.68\|60801;2026-07-17\|12.62\|-2.40\|12.93\|13.09\|12.50\|56602;2026-07-20\|12.33\|-2.30\|12.62\|12.94\|12.13\|54649;2026-07-21\|13.56\|9.98\|13.52\|13.56\|13.52\|29027;2026-07-22\|14.92\|10.03\|14.48\|14.92\|13.85\|309016;2026-07-23\|16.41\|9.99\|15.20\|16.41\|15.20\|262850;2026-07-24\|18.05\|9.99\|18.05\|18.05\|17.80\|204464;2026-07-27\|19.86\|10.03\|17.73\|19.86\|16.77\|514752;2026-07-28\|18.90\|-4.83\|19.86\|20.86\|17.87\|527481;2026-07-29\|17.93\|-5.13\|17.87\|19.00\|17.01\|400665;2026-07-30\|16.14\|-9.98\|17.52\|18.78\|16.14\|388429;2026-07-31\|16.25\|0.68\|16.14\|16.28\|15.20\|342783;2026-08-03\|17.88\|10.03\|16.51\|17.88\|15.98\|252219;2026-08-04\|18.76\|4.92\|18.66\|19.03\|18.05\|437496;2026-08-05\|19.01\|1.33\|18.36\|19.42\|18.32\|398310;2026-08-06\|18.00\|-5.31\|18.82\|18.88\|17.72\|290772;2026-08-07\|18.00\|0.00\|17.87\|18.00\|17.17\|230897;2026-08-10\|18.33\|1.83\|17.96\|18.40\|17.90\|251695;2026-08-11\|18.00\|-1.80\|18.00\|18.50\|17.90\|218312;2026-08-12\|18.05\|0.28\|18.15\|18.37\|17.77\|145441;2026-08-13\|17.45\|-3.32\|18.16\|18.22\|17.45\|182816;2026-08-14\|17.28\|-0.97\|17.47\|17.58\|16.80\|156906;2026-08-17\|17.23\|-0.29\|17.31\|17.48\|16.99\|105693;2026-08-18\|16.99\|-1.39\|16.78\|17.22\|16.58\|167412;2026-08-19\|15.79\|-7.06\|16.62\|16.75\|15.71\|129590;2026-08-20\|15.96\|1.08\|16.16\|16.28\|15.81\|78413;2026-08-21\|15.90\|-0.38\|16.03\|16.15\|15.63\|57410;2026-08-24\|15.79\|-0.69\|15.90\|16.09\|15.54\|60524;2026-08-25\|16.44\|4.12\|15.50\|16.50\|15.40\|101624;2026-08-26\|16.42\|-0.12\|16.49\|16.58\|16.13\|87784;2026-08-27\|16.34\|-0.49\|16.18\|16.45\|16.11\|68634;2026-08-28\|16.45\|0.67\|16.34\|16.62\|16.17\|64143;2026-08-31\|16.47\|0.12\|16.23\|16.50\|16.18\|46224;2026-09-01\|16.62\|0.91\|16.47\|17.10\|16.44\|71971;2026-09-02\|16.83\|1.26\|16.35\|16.94\|16.31\|89859;2026-09-03\|17.15\|1.90\|16.99\|17.28\|16.45\|153201;2026-09-04\|16.84\|-1.81\|16.98\|17.52\|16.75\|142960;2026-09-07\|16.73\|-0.65\|16.64\|16.84\|16.54\|76078;2026-09-08\|16.82\|0.54\|16.64\|16.93\|16.60\|75070;2026-09-09\|16.97\|0.89\|16.81\|17.20\|16.72\|71406;2026-09-10\|16.77\|-1.18\|16.97\|16.97\|16.64\|50575
121556	国家电网公示今年第三批特高压、输变电设备招标候选名单	绿电直连+分布式光伏+资产注入+央企行业原因： 1、据央视新闻7月17日报道，继7月10日全国用电负荷15.18亿千瓦首创新高后，7月14日全国用电负荷再创新高，达到15.51亿千瓦。 2、杰瑞股份燃气轮机大单催化电力板块行情。华泰证券此前指出，看好全球数据中心带动海外缺电主线延续。公司原因： 1、据2026年7月7日互动易，公司投建的中铝体系内厂区分布式光伏执行自发自用、就近消纳模式，属于绿色电力直接供应。 2、据2026年7月15日互动易，公司现有分布式光伏均布局于中铝集团内部企业，暂未开展集团外第三方分布式光伏项目。 3、据2026年5月18日投资者关系活动记录表，控股股东于2025年2月承诺24个月内将相关光伏及定边能源股权资产注入公司，目前公司正积极推进相关工作。 4、据2025年年度报告，公司控股股东为中铝宁夏能源集团有限公司，最终控制人为国务院国有资产监督管理委员会。	中铝集团旗下，新能源业务主要包括风力发电和太阳能光伏发电	2026-05-07\|6.90\|1.62\|6.80\|6.92\|6.77\|431102;2026-05-08\|6.93\|0.43\|6.89\|7.16\|6.84\|472408;2026-05-11\|6.99\|0.87\|6.92\|7.05\|6.92\|398654;2026-05-12\|7.22\|3.29\|7.00\|7.57\|6.96\|919158;2026-05-13\|7.53\|4.29\|7.37\|7.72\|7.33\|1010520;2026-05-14\|7.12\|-5.44\|7.42\|7.69\|7.12\|827088;2026-05-15\|6.95\|-2.39\|7.14\|7.17\|6.87\|526471;2026-05-18\|7.11\|2.30\|6.84\|7.21\|6.84\|435200;2026-05-19\|7.29\|2.53\|7.08\|7.34\|6.89\|503414;2026-05-20\|6.72\|-7.82\|7.20\|7.22\|6.69\|533887;2026-05-21\|6.52\|-2.98\|6.66\|6.84\|6.50\|358798;2026-05-22\|6.50\|-0.31\|6.57\|6.60\|6.41\|298906;2026-05-25\|6.75\|3.85\|6.48\|6.90\|6.47\|391477;2026-05-26\|6.64\|-1.63\|6.66\|6.69\|6.46\|320712;2026-05-27\|6.70\|0.90\|6.59\|6.83\|6.51\|401017;2026-05-28\|6.97\|4.03\|6.65\|7.22\|6.64\|534278;2026-05-29\|7.15\|2.58\|6.89\|7.20\|6.86\|630519;2026-06-01\|7.44\|4.06\|7.14\|7.66\|6.77\|873546;2026-06-02\|7.16\|-3.76\|7.23\|7.30\|7.01\|612228;2026-06-03\|7.43\|3.77\|7.02\|7.46\|7.00\|749321;2026-06-04\|7.24\|-2.56\|7.35\|7.51\|7.21\|657521;2026-06-05\|6.75\|-6.77\|7.25\|7.45\|6.70\|644845;2026-06-08\|6.21\|-8.00\|6.48\|6.72\|6.19\|468375;2026-06-09\|6.20\|-0.16\|6.31\|6.37\|5.96\|309570;2026-06-10\|5.78\|-6.77\|6.09\|6.12\|5.74\|393816;2026-06-11\|5.83\|0.87\|5.73\|5.86\|5.65\|230870;2026-06-12\|5.86\|0.51\|5.82\|5.97\|5.71\|277528;2026-06-15\|5.92\|1.02\|5.86\|5.94\|5.81\|209089;2026-06-16\|5.83\|-1.52\|5.91\|5.98\|5.79\|247976;2026-06-17\|5.53\|-5.15\|5.80\|5.84\|5.51\|365009;2026-06-18\|5.27\|-4.70\|5.51\|5.53\|5.22\|348708;2026-06-22\|5.22\|-0.95\|5.23\|5.25\|5.05\|248420;2026-06-23\|5.16\|-1.15\|5.22\|5.29\|5.13\|194829;2026-06-24\|5.05\|-2.13\|5.18\|5.18\|4.95\|197143;2026-06-25\|4.88\|-3.37\|5.07\|5.07\|4.84\|195141;2026-06-26\|4.80\|-1.64\|4.90\|5.02\|4.80\|216327;2026-06-29\|4.79\|-0.21\|4.75\|4.83\|4.63\|171754;2026-06-30\|4.82\|0.63\|4.76\|4.86\|4.70\|139877;2026-07-01\|4.91\|1.87\|4.81\|4.97\|4.76\|192353;2026-07-02\|4.83\|-1.63\|4.90\|4.99\|4.81\|196087;2026-07-03\|4.91\|1.66\|4.81\|4.94\|4.79\|161842;2026-07-06\|4.83\|-1.63\|4.92\|4.98\|4.82\|159223;2026-07-07\|4.67\|-3.31\|4.83\|4.84\|4.64\|173623;2026-07-08\|4.62\|-1.07\|4.68\|4.69\|4.58\|113664;2026-07-09\|4.60\|-0.43\|4.58\|4.65\|4.50\|146121;2026-07-10\|4.70\|2.17\|4.58\|4.79\|4.53\|182755;2026-07-13\|4.59\|-2.34\|4.69\|4.73\|4.56\|139951;2026-07-14\|4.69\|2.18\|4.56\|4.70\|4.53\|130745;2026-07-15\|4.79\|2.13\|4.69\|4.84\|4.65\|159801;2026-07-16\|4.81\|0.42\|4.79\|4.85\|4.74\|134807;2026-07-17\|5.00\|3.95\|4.79\|5.00\|4.77\|452908;2026-07-20\|5.42\|8.40\|4.96\|5.50\|4.91\|666245;2026-07-21\|5.17\|-4.61\|5.26\|5.26\|4.94\|508597;2026-07-22\|5.38\|4.06\|5.06\|5.40\|5.06\|484448;2026-07-23\|5.92\|10.04\|5.25\|5.92\|5.17\|819782;2026-07-24\|5.56\|-6.08\|5.80\|6.23\|5.53\|946037;2026-07-27\|6.12\|10.07\|5.40\|6.12\|5.37\|935262;2026-07-28\|5.85\|-4.41\|6.00\|6.24\|5.84\|957780;2026-07-29\|5.73\|-2.05\|5.78\|5.83\|5.58\|608609;2026-07-30\|5.51\|-3.84\|5.64\|5.72\|5.43\|499297;2026-07-31\|5.55\|0.73\|5.43\|5.61\|5.42\|379466;2026-08-03\|5.63\|1.44\|5.55\|5.69\|5.51\|349094;2026-08-04\|5.63\|0.00\|5.66\|5.71\|5.60\|341775;2026-08-05\|5.63\|0.00\|5.65\|5.66\|5.56\|293813;2026-08-06\|5.65\|0.36\|5.63\|5.67\|5.48\|315634;2026-08-07\|5.54\|-1.95\|5.60\|5.62\|5.47\|233803;2026-08-10\|5.92\|6.86\|5.52\|5.92\|5.50\|598199;2026-08-11\|5.75\|-2.87\|5.79\|5.81\|5.70\|371929;2026-08-12\|5.70\|-0.87\|5.70\|5.79\|5.60\|269781;2026-08-13\|5.62\|-1.40\|5.68\|5.72\|5.58\|271785;2026-08-14\|5.27\|-6.23\|5.56\|5.59\|5.24\|440439;2026-08-17\|5.35\|1.52\|5.27\|5.36\|5.17\|217512;2026-08-18\|5.28\|-1.31\|5.34\|5.36\|5.26\|145991;2026-08-19\|5.10\|-3.41\|5.28\|5.28\|5.08\|152269;2026-08-20\|5.12\|0.39\|5.12\|5.16\|5.09\|109063;2026-08-21\|5.15\|0.59\|5.08\|5.16\|5.05\|105112;2026-08-24\|5.15\|0.00\|5.14\|5.20\|5.08\|98484;2026-08-25\|5.22\|1.36\|5.13\|5.25\|5.10\|150835;2026-08-26\|5.31\|1.72\|5.18\|5.34\|5.18\|142122;2026-08-27\|5.27\|-0.75\|5.29\|5.31\|5.21\|114575;2026-08-28\|5.29\|0.38\|5.25\|5.31\|5.22\|105377;2026-08-31\|5.26\|-0.57\|5.24\|5.28\|5.18\|94948;2026-09-01\|5.35\|1.71\|5.25\|5.38\|5.24\|157953;2026-09-02\|5.31\|-0.75\|5.36\|5.37\|5.28\|100328;2026-09-03\|5.26\|-0.94\|5.31\|5.37\|5.26\|91661;2026-09-04\|5.25\|-0.19\|5.26\|5.35\|5.23\|113108;2026-09-07\|5.29\|0.76\|5.25\|5.30\|5.23\|72117;2026-09-08\|5.46\|3.21\|5.27\|5.48\|5.26\|203855;2026-09-09\|5.45\|-0.18\|5.44\|5.45\|5.35\|141407;2026-09-10\|5.54\|1.65\|5.40\|5.59\|5.38\|331697
121555	国家电网公示今年第三批特高压、输变电设备招标候选名单	输配电设备+军工+固态变压器行业原因： 1、GE Vernova公布二季度业绩，2026年以来数据中心相关电气化订单已超50亿美元，AI电力需求拉动明显。 2、国家电网2026年特高压及输变电设备第三次招标结果落地。中信证券研报表示，特高压年内前三批采购金额已超过2025年全年。公司原因： 1、据公司2025年年报，公司主要从事节能型变压器、箱式变电站和智能电气成套设备等输配电及控制设备的研发、生产与销售，主要产品包含干式变压器、油浸式变压器、新能源箱变、预装式变电站、组合式变电站及智能电气成套设备等。 2、据2025年11月24日互动易，公司部分产品被用于军工方面的用电配套工程项目中，并拥有保密资质认证。 3、据2026年5月13日投资者关系活动记录表，公司固态变压器研发正常推进，自主研发的高频隔离变压器已完成样机开发并交付合作伙伴测试验证。	公司专业从事输配电及控制设备的研产销，产品可运用于人工智能服务器或数据中心领域，目前已获得数据中心变压器相关订单（非HVDC产品），并正积极组织力量，调研应用于HVDC的相关产品	2026-05-07\|27.86\|1.49\|27.40\|28.00\|27.40\|27452;2026-05-08\|28.05\|0.68\|27.87\|28.25\|27.27\|34833;2026-05-11\|28.20\|0.53\|28.32\|28.50\|27.86\|25880;2026-05-12\|27.92\|-0.99\|28.14\|28.38\|27.75\|22918;2026-05-13\|29.01\|3.90\|27.89\|29.88\|27.75\|47078;2026-05-14\|27.91\|-3.79\|29.17\|29.36\|27.80\|32022;2026-05-15\|27.61\|-1.07\|28.00\|28.17\|27.31\|25041;2026-05-18\|27.85\|0.87\|27.94\|28.08\|27.46\|20906;2026-05-19\|28.30\|1.62\|27.85\|28.38\|27.62\|23288;2026-05-20\|29.22\|3.25\|28.49\|29.35\|27.72\|47281;2026-05-21\|29.29\|0.24\|28.90\|30.37\|28.43\|78031;2026-05-22\|29.82\|1.81\|29.00\|30.20\|28.44\|61167;2026-05-25\|30.31\|1.64\|29.91\|31.50\|29.91\|60915;2026-05-26\|29.83\|-1.58\|30.32\|30.58\|29.20\|50679;2026-05-27\|29.33\|-1.68\|29.60\|30.88\|29.20\|50181;2026-05-28\|29.70\|1.26\|29.33\|29.98\|28.50\|49891;2026-05-29\|28.64\|-3.57\|29.78\|29.78\|28.23\|48175;2026-06-01\|27.89\|-2.62\|28.58\|29.08\|27.71\|32836;2026-06-02\|27.15\|-2.65\|27.85\|27.89\|26.12\|32500;2026-06-03\|27.11\|-0.15\|26.88\|28.30\|26.61\|29261;2026-06-04\|26.36\|-2.77\|27.11\|27.30\|25.98\|29142;2026-06-05\|26.01\|-1.33\|26.96\|26.96\|25.20\|24922;2026-06-08\|25.10\|-3.50\|25.33\|26.00\|24.14\|27450;2026-06-09\|25.02\|-0.32\|25.01\|25.73\|24.77\|17638;2026-06-10\|24.28\|-2.96\|24.69\|25.13\|23.74\|24924;2026-06-11\|24.77\|2.02\|24.20\|25.03\|23.43\|29154;2026-06-12\|24.75\|-0.08\|24.90\|25.28\|24.60\|15573;2026-06-15\|25.39\|2.59\|24.80\|25.66\|24.76\|20622;2026-06-16\|26.56\|4.61\|25.60\|27.24\|25.18\|28296;2026-06-17\|26.86\|1.13\|26.61\|27.14\|26.35\|20449;2026-06-18\|27.60\|2.75\|26.86\|27.97\|26.45\|33119;2026-06-22\|27.69\|0.33\|27.60\|27.88\|26.60\|28313;2026-06-23\|27.99\|1.08\|27.79\|28.32\|27.16\|25000;2026-06-24\|27.85\|-0.50\|27.75\|28.24\|27.25\|18478;2026-06-25\|27.61\|-0.86\|27.83\|28.14\|26.50\|29676;2026-06-26\|27.25\|-1.30\|27.79\|28.20\|26.80\|18411;2026-06-29\|26.65\|-2.20\|27.32\|27.43\|26.10\|20414;2026-06-30\|26.79\|0.53\|26.56\|27.00\|26.30\|17778;2026-07-01\|26.80\|0.04\|26.79\|27.35\|26.12\|19758;2026-07-02\|26.15\|-2.43\|26.81\|28.28\|26.11\|30335;2026-07-03\|18.67\|0.54\|18.16\|18.98\|18.16\|23001;2026-07-06\|18.38\|-1.55\|19.11\|19.45\|18.20\|33002;2026-07-07\|17.59\|-4.30\|18.61\|18.86\|17.37\|25771;2026-07-08\|16.85\|-4.21\|18.00\|18.00\|16.81\|18108;2026-07-09\|16.64\|-1.25\|17.33\|17.33\|16.00\|18434;2026-07-10\|16.75\|0.66\|16.65\|17.22\|16.30\|21835;2026-07-13\|15.88\|-5.19\|16.81\|16.90\|15.70\|24955;2026-07-14\|16.10\|1.39\|15.86\|16.10\|15.38\|17516;2026-07-15\|15.82\|-1.74\|15.65\|16.28\|15.52\|19885;2026-07-16\|15.80\|-0.13\|16.23\|16.23\|15.52\|31473;2026-07-17\|14.81\|-6.27\|16.03\|16.14\|14.79\|33470;2026-07-20\|14.64\|-1.15\|14.73\|15.47\|13.50\|60418;2026-07-21\|14.64\|0.00\|14.10\|14.64\|13.18\|66220;2026-07-22\|14.62\|-0.14\|14.19\|14.97\|14.01\|35674;2026-07-23\|15.45\|5.68\|14.63\|15.48\|14.41\|40108;2026-07-24\|15.35\|-0.65\|15.26\|15.54\|14.76\|33924;2026-07-27\|16.89\|10.03\|15.35\|16.89\|15.35\|88036;2026-07-28\|17.37\|2.84\|16.60\|17.90\|16.31\|102530;2026-07-29\|17.73\|2.07\|17.11\|18.01\|16.89\|67966;2026-07-30\|17.75\|0.11\|17.50\|17.92\|17.47\|49962;2026-07-31\|18.10\|1.97\|17.96\|18.57\|17.60\|48294;2026-08-03\|18.77\|3.70\|18.15\|18.77\|18.15\|36092;2026-08-04\|19.79\|5.43\|18.89\|19.90\|18.51\|52702;2026-08-05\|20.55\|3.84\|19.80\|20.57\|19.79\|46202;2026-08-06\|21.00\|2.19\|20.33\|21.07\|20.18\|57378;2026-08-07\|21.07\|0.33\|21.00\|21.43\|20.80\|51226;2026-08-10\|21.47\|1.90\|21.21\|21.47\|20.76\|41457;2026-08-11\|20.99\|-2.24\|21.50\|21.53\|20.71\|36855;2026-08-12\|21.40\|1.95\|21.00\|21.58\|20.78\|34636;2026-08-13\|20.58\|-3.83\|21.58\|21.80\|20.43\|49486;2026-08-14\|19.99\|-2.87\|20.52\|20.66\|19.70\|36678;2026-08-17\|20.20\|1.05\|19.98\|20.25\|19.51\|26345;2026-08-18\|20.08\|-0.59\|19.83\|20.62\|19.83\|21342;2026-08-19\|18.79\|-6.42\|19.88\|19.88\|18.79\|24785;2026-08-20\|18.48\|-1.65\|18.87\|19.19\|18.43\|17342;2026-08-21\|19.62\|6.17\|18.44\|19.84\|18.13\|37237;2026-08-24\|19.27\|-1.78\|19.53\|19.64\|18.50\|30418;2026-08-25\|18.98\|-1.50\|19.01\|19.25\|18.80\|18453;2026-08-26\|19.55\|3.00\|19.27\|19.81\|18.93\|22299;2026-08-27\|19.21\|-1.74\|19.00\|19.43\|18.92\|18369;2026-08-28\|18.91\|-1.56\|19.01\|19.28\|18.91\|15025;2026-08-31\|19.30\|2.06\|18.80\|19.44\|18.60\|18562;2026-09-01\|19.70\|2.07\|19.60\|19.83\|19.20\|18192;2026-09-02\|19.44\|-1.32\|19.79\|19.79\|19.16\|13055;2026-09-03\|19.25\|-0.98\|19.84\|19.86\|19.10\|13514;2026-09-04\|19.00\|-1.30\|19.25\|19.73\|18.82\|18290;2026-09-07\|19.21\|1.11\|19.19\|19.37\|18.92\|15915;2026-09-08\|19.21\|0.00\|19.39\|19.39\|18.99\|9492;2026-09-09\|19.32\|0.57\|19.21\|19.52\|19.11\|15194;2026-09-10\|18.95\|-1.92\|19.40\|19.40\|18.62\|16060
121554	国家电网公示今年第三批特高压、输变电设备招标候选名单	黄金+电机+风电+储能 1、据2024年年报，公司将依托控股股东与经营管理团队在黄金勘探、开采、加工及产成品交易等领域积累的深厚资源与丰富经验，积极探寻在上游资源行业及其衍生行业的产业切入契机，重点聚焦上中游业务环节如矿山开采、精炼加工等环节。 2、据2026年4月18日年报，公司专注于大中型交直流电机、发电机及试验系统产品，产品覆盖风电、水利、石化等行业，半直驱风力发电机容量继续扩展，并自主完成用于储能项目的发电机/电动机双运行状态无刷励磁同步机研制。 3、据2026年4月18日年报及2026年5月26日业绩说明会，公司控股股东已变更为高地资源，实控人为郭文军。公司战略布局“电机+资源”双主业，积极考察上游资源类业务机会。	公司专注大中型交直流电机、发电机，产品覆盖风电、水利、石化等行业	2026-05-07\|25.75\|1.02\|25.58\|26.09\|25.40\|60198;2026-05-08\|26.55\|3.11\|25.60\|26.74\|25.42\|91471;2026-05-11\|26.40\|-0.56\|26.50\|27.08\|26.10\|77902;2026-05-12\|25.72\|-2.58\|26.41\|26.42\|25.55\|60526;2026-05-13\|25.22\|-1.94\|25.90\|25.92\|25.20\|60426;2026-05-14\|24.45\|-3.05\|25.14\|25.21\|24.45\|58997;2026-05-15\|24.84\|1.60\|24.45\|25.57\|24.00\|73731;2026-05-18\|23.91\|-3.74\|24.70\|24.70\|23.60\|91246;2026-05-19\|23.95\|0.17\|23.90\|24.88\|23.80\|66418;2026-05-20\|23.01\|-3.92\|23.78\|23.94\|22.40\|88795;2026-05-21\|22.01\|-4.35\|23.09\|23.33\|21.81\|74664;2026-05-22\|22.17\|0.73\|21.96\|22.44\|21.59\|41240;2026-05-25\|22.00\|-0.77\|22.15\|22.44\|21.31\|53396;2026-05-26\|22.33\|1.50\|22.08\|22.86\|21.58\|68787;2026-05-27\|21.20\|-5.06\|22.28\|22.37\|21.08\|65519;2026-05-28\|23.32\|10.00\|21.10\|23.32\|21.04\|97370;2026-05-29\|21.42\|-7.99\|23.63\|23.82\|21.42\|104187;2026-06-01\|21.62\|0.93\|21.67\|22.09\|21.42\|50298;2026-06-02\|21.14\|-2.22\|21.42\|21.60\|20.60\|56636;2026-06-03\|20.62\|-2.46\|21.10\|21.27\|20.39\|48893;2026-06-04\|20.41\|-1.02\|20.48\|21.08\|20.20\|38913;2026-06-05\|20.21\|-0.98\|20.49\|21.05\|19.69\|63649;2026-06-08\|19.33\|-4.35\|19.83\|20.09\|19.15\|50903;2026-06-09\|19.29\|-0.21\|19.43\|19.60\|18.95\|41405;2026-06-10\|18.65\|-3.32\|19.00\|19.11\|18.23\|55564;2026-06-11\|19.14\|2.63\|18.58\|19.26\|18.00\|59529;2026-06-12\|19.26\|0.63\|19.18\|19.83\|18.89\|51191;2026-06-15\|19.53\|1.40\|19.44\|19.77\|19.08\|42448;2026-06-16\|19.36\|-0.87\|19.47\|19.79\|19.18\|33336;2026-06-17\|19.14\|-1.14\|19.04\|19.53\|19.01\|32749;2026-06-18\|18.88\|-1.36\|19.14\|19.29\|18.80\|26578;2026-06-22\|18.10\|-4.13\|18.88\|18.88\|17.48\|83034;2026-06-23\|18.15\|0.28\|18.00\|18.86\|17.95\|76081;2026-06-24\|17.60\|-3.03\|18.09\|18.10\|17.06\|68839;2026-06-25\|17.05\|-3.12\|17.52\|17.52\|16.93\|76646;2026-06-26\|16.40\|-3.81\|17.00\|17.12\|16.32\|55651;2026-06-29\|16.28\|-0.73\|16.50\|16.54\|15.88\|65551;2026-06-30\|16.22\|-0.37\|16.26\|16.70\|16.00\|51080;2026-07-01\|16.93\|4.38\|16.23\|17.53\|16.23\|77775;2026-07-02\|17.07\|0.83\|16.71\|18.18\|16.51\|70609;2026-07-03\|17.60\|3.10\|17.43\|17.96\|17.01\|85655;2026-07-06\|16.57\|-5.85\|17.49\|17.55\|16.57\|73978;2026-07-07\|16.09\|-2.90\|16.41\|16.75\|16.07\|42510;2026-07-08\|15.67\|-2.61\|16.09\|16.09\|15.67\|39128;2026-07-09\|15.75\|0.51\|15.68\|15.79\|15.18\|38633;2026-07-10\|16.21\|2.92\|15.83\|16.60\|15.52\|48633;2026-07-13\|15.14\|-6.60\|16.31\|16.42\|15.10\|49981;2026-07-14\|15.35\|1.39\|15.14\|15.35\|14.75\|40180;2026-07-15\|15.15\|-1.30\|15.11\|15.68\|15.01\|35442;2026-07-16\|15.18\|0.20\|14.99\|15.51\|14.94\|38868;2026-07-17\|14.42\|-5.01\|15.20\|15.29\|14.27\|46396;2026-07-20\|13.92\|-3.47\|14.42\|14.87\|13.74\|65026;2026-07-21\|14.19\|1.94\|13.91\|14.21\|13.13\|69673;2026-07-22\|15.61\|10.01\|14.00\|15.61\|13.98\|139638;2026-07-23\|17.17\|9.99\|16.85\|17.17\|16.31\|48278;2026-07-24\|16.40\|-4.48\|17.52\|18.09\|16.33\|258909;2026-07-27\|18.04\|10.00\|15.68\|18.04\|15.68\|213685;2026-07-28\|17.66\|-2.11\|17.65\|18.40\|17.45\|158087;2026-07-29\|18.62\|5.44\|17.79\|19.30\|17.67\|251548;2026-07-30\|19.91\|6.93\|18.54\|20.30\|18.00\|258443;2026-07-31\|19.46\|-2.26\|18.98\|19.83\|18.20\|197575;2026-08-03\|18.80\|-3.39\|19.19\|19.40\|18.54\|119202;2026-08-04\|18.77\|-0.16\|18.99\|19.02\|18.40\|116950;2026-08-05\|20.65\|10.02\|19.00\|20.65\|18.60\|227640;2026-08-06\|22.72\|10.02\|22.00\|22.72\|21.90\|200695;2026-08-07\|22.42\|-1.32\|22.01\|22.72\|21.18\|309053;2026-08-10\|23.51\|4.86\|22.42\|23.74\|22.05\|275629;2026-08-11\|23.36\|-0.64\|23.50\|24.80\|23.21\|237556;2026-08-12\|23.61\|1.07\|23.30\|23.99\|22.89\|147808;2026-08-13\|22.00\|-6.82\|23.78\|24.19\|21.90\|160074;2026-08-14\|21.88\|-0.55\|22.00\|22.22\|21.29\|126732;2026-08-17\|20.97\|-4.16\|21.25\|22.05\|20.57\|135891;2026-08-18\|20.36\|-2.91\|20.82\|21.00\|19.97\|104136;2026-08-19\|19.27\|-5.35\|20.00\|20.12\|19.16\|85138;2026-08-20\|21.20\|10.02\|19.80\|21.20\|19.80\|64458;2026-08-21\|20.79\|-1.93\|21.78\|21.78\|20.14\|164264;2026-08-24\|20.76\|-0.14\|20.69\|21.30\|20.16\|113134;2026-08-25\|20.06\|-3.37\|20.67\|21.10\|19.67\|95653;2026-08-26\|20.21\|0.75\|20.10\|20.49\|19.50\|65452;2026-08-27\|20.37\|0.79\|20.10\|20.50\|19.80\|47525;2026-08-28\|20.36\|-0.05\|20.30\|20.50\|20.03\|32048;2026-08-31\|19.60\|-3.73\|19.52\|19.94\|18.78\|76186;2026-09-01\|19.79\|0.97\|19.42\|20.46\|19.42\|83925;2026-09-02\|19.44\|-1.77\|19.69\|19.69\|19.22\|39284;2026-09-03\|19.79\|1.80\|19.38\|20.08\|19.38\|41708;2026-09-04\|19.35\|-2.22\|20.26\|20.65\|19.28\|48842;2026-09-07\|19.22\|-0.67\|19.30\|19.41\|19.05\|42484;2026-09-08\|19.25\|0.16\|19.38\|19.49\|19.01\|28742;2026-09-09\|19.18\|-0.36\|19.50\|19.52\|19.10\|29562;2026-09-10\|19.10\|-0.42\|19.12\|19.23\|18.84\|29152
121553	国家电网公示今年第三批特高压、输变电设备招标候选名单	风光电站+重大资产重组+限售股解禁+北京国资行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年5月11日公告，公司100,000,000股限售股份于2026年5月13日上市流通，占公司总股本的1.67%。 2、据2026年4月14日重大资产购买报告书草案修订稿，公司拟通过东方新能北京企业管理中心现金收购北京电投瑞享新能源发展有限公司80%股权及海城锐海新能风力发电有限公司100%股权，标的资产合计持有815.85MW新能源电站。 3、据2026年3月5日法律意见书，公司控股股东为北京朝阳国有资本运营管理有限公司，最终控制人为北京市朝阳区国资委。	公司上半年业绩扭亏为盈，主要得益于报告期内重大资产购买的标的资产纳入合并报表范围，以现金购买的海城锐海100%股权及电投瑞享80%股权已完成过户，标的资产合计持有815.85MW新能源电站	2026-05-07\|3.26\|3.49\|3.17\|3.39\|3.13\|3890844;2026-05-08\|3.22\|-1.23\|3.20\|3.34\|3.17\|2998768;2026-05-11\|3.13\|-2.79\|3.16\|3.24\|3.11\|2978615;2026-05-12\|3.13\|0.00\|3.09\|3.23\|2.98\|3105380;2026-05-13\|3.44\|9.90\|3.13\|3.44\|3.13\|1858008;2026-05-14\|3.21\|-6.69\|3.60\|3.70\|3.20\|7116528;2026-05-15\|3.07\|-4.36\|3.21\|3.24\|3.02\|3745363;2026-05-18\|3.03\|-1.30\|3.02\|3.09\|3.00\|2171177;2026-05-19\|3.08\|1.65\|3.02\|3.09\|2.96\|1872470;2026-05-20\|2.91\|-5.52\|3.05\|3.06\|2.89\|2496525;2026-05-21\|2.84\|-2.41\|2.90\|2.96\|2.82\|1564289;2026-05-22\|2.86\|0.70\|2.83\|2.88\|2.76\|1229767;2026-05-25\|2.92\|2.10\|2.87\|2.94\|2.85\|1250231;2026-05-26\|2.83\|-3.08\|2.88\|2.91\|2.82\|1145386;2026-05-27\|2.82\|-0.35\|2.80\|2.85\|2.76\|1227430;2026-05-28\|2.85\|1.06\|2.80\|2.92\|2.79\|1189575;2026-05-29\|2.92\|2.46\|2.83\|3.04\|2.81\|1852378;2026-06-01\|2.97\|1.71\|2.92\|2.97\|2.81\|1922879;2026-06-02\|2.86\|-3.70\|2.95\|2.95\|2.86\|1393391;2026-06-03\|2.81\|-1.75\|2.84\|2.86\|2.80\|1240457;2026-06-04\|2.70\|-3.91\|2.80\|2.81\|2.66\|1611823;2026-06-05\|2.72\|0.74\|2.67\|2.84\|2.67\|991749;2026-06-08\|2.55\|-6.25\|2.66\|2.69\|2.54\|1268632;2026-06-09\|2.56\|0.39\|2.56\|2.59\|2.48\|915758;2026-06-10\|2.47\|-3.52\|2.55\|2.55\|2.42\|1102249;2026-06-11\|2.44\|-1.21\|2.43\|2.47\|2.41\|714617;2026-06-12\|2.42\|-0.82\|2.47\|2.49\|2.41\|1029210;2026-06-15\|2.48\|2.48\|2.43\|2.49\|2.43\|1060503;2026-06-16\|2.50\|0.81\|2.49\|2.50\|2.43\|943683;2026-06-17\|2.42\|-3.20\|2.49\|2.49\|2.40\|1023574;2026-06-18\|2.33\|-3.72\|2.40\|2.41\|2.32\|984399;2026-06-22\|2.32\|-0.43\|2.32\|2.35\|2.26\|1077220;2026-06-23\|2.28\|-1.72\|2.31\|2.38\|2.26\|994749;2026-06-24\|2.22\|-2.63\|2.26\|2.28\|2.18\|1023263;2026-06-25\|2.18\|-1.80\|2.22\|2.23\|2.16\|872881;2026-06-26\|2.15\|-1.38\|2.17\|2.23\|2.14\|1000256;2026-06-29\|2.17\|0.93\|2.12\|2.19\|2.10\|791208;2026-06-30\|2.39\|10.14\|2.19\|2.39\|2.18\|1049336;2026-07-01\|2.38\|-0.42\|2.49\|2.51\|2.34\|2118310;2026-07-02\|2.26\|-5.04\|2.36\|2.40\|2.26\|1512983;2026-07-03\|2.22\|-1.77\|2.27\|2.31\|2.22\|992257;2026-07-06\|2.24\|0.90\|2.22\|2.26\|2.20\|912058;2026-07-07\|2.14\|-4.46\|2.22\|2.24\|2.13\|822972;2026-07-08\|2.10\|-1.87\|2.15\|2.17\|2.10\|575760;2026-07-09\|2.09\|-0.48\|2.10\|2.13\|2.04\|825143;2026-07-10\|2.15\|2.87\|2.09\|2.17\|2.06\|969532;2026-07-13\|2.04\|-5.12\|2.12\|2.14\|2.03\|906701;2026-07-14\|2.05\|0.49\|2.04\|2.06\|1.99\|683335;2026-07-15\|2.26\|10.24\|2.15\|2.26\|2.14\|1436983;2026-07-16\|2.25\|-0.44\|2.21\|2.32\|2.19\|2049008;2026-07-17\|2.38\|5.78\|2.23\|2.38\|2.22\|2660318;2026-07-20\|2.55\|7.14\|2.33\|2.61\|2.28\|3111330;2026-07-21\|2.38\|-6.67\|2.47\|2.49\|2.30\|2483895;2026-07-22\|2.32\|-2.52\|2.31\|2.38\|2.31\|1538952;2026-07-23\|2.38\|2.59\|2.30\|2.42\|2.26\|1778922;2026-07-24\|2.19\|-7.98\|2.34\|2.36\|2.19\|1616981;2026-07-27\|2.41\|10.05\|2.17\|2.41\|2.16\|1615336;2026-07-28\|2.65\|9.96\|2.45\|2.65\|2.42\|4096243;2026-07-29\|2.62\|-1.13\|2.65\|2.78\|2.51\|5307307;2026-07-30\|2.49\|-4.96\|2.58\|2.65\|2.46\|3409878;2026-07-31\|2.49\|0.00\|2.44\|2.53\|2.44\|1817795;2026-08-03\|2.52\|1.20\|2.50\|2.56\|2.47\|1408910;2026-08-04\|2.55\|1.19\|2.53\|2.59\|2.51\|1466184;2026-08-05\|2.55\|0.00\|2.55\|2.56\|2.49\|1420725;2026-08-06\|2.48\|-2.75\|2.53\|2.54\|2.44\|1328921;2026-08-07\|2.48\|0.00\|2.47\|2.49\|2.40\|1247064;2026-08-10\|2.53\|2.02\|2.47\|2.53\|2.44\|1223147;2026-08-11\|2.55\|0.79\|2.52\|2.55\|2.47\|1205514;2026-08-12\|2.58\|1.18\|2.55\|2.58\|2.49\|1485400;2026-08-13\|2.54\|-1.55\|2.56\|2.60\|2.53\|1588353;2026-08-14\|2.45\|-3.54\|2.53\|2.53\|2.40\|1623021;2026-08-17\|2.41\|-1.63\|2.43\|2.45\|2.38\|949605;2026-08-18\|2.36\|-2.07\|2.40\|2.41\|2.34\|931933;2026-08-19\|2.28\|-3.39\|2.34\|2.37\|2.28\|791810;2026-08-20\|2.32\|1.75\|2.31\|2.33\|2.28\|727183;2026-08-21\|2.31\|-0.43\|2.30\|2.32\|2.29\|523556;2026-08-24\|2.30\|-0.43\|2.33\|2.35\|2.28\|621134;2026-08-25\|2.35\|2.17\|2.29\|2.37\|2.29\|723620;2026-08-26\|2.39\|1.70\|2.35\|2.39\|2.34\|659452;2026-08-27\|2.36\|-1.26\|2.39\|2.40\|2.32\|746088;2026-08-28\|2.36\|0.00\|2.35\|2.38\|2.33\|529448;2026-08-31\|2.34\|-0.85\|2.35\|2.36\|2.32\|509988;2026-09-01\|2.36\|0.85\|2.33\|2.38\|2.32\|541355;2026-09-02\|2.34\|-0.85\|2.36\|2.37\|2.32\|413867;2026-09-03\|2.30\|-1.71\|2.34\|2.36\|2.30\|508507;2026-09-04\|2.30\|0.00\|2.31\|2.36\|2.28\|639869;2026-09-07\|2.31\|0.43\|2.30\|2.32\|2.28\|396516;2026-09-08\|2.35\|1.73\|2.30\|2.35\|2.30\|640186;2026-09-09\|2.34\|-0.43\|2.35\|2.37\|2.32\|536637;2026-09-10\|2.37\|1.28\|2.34\|2.39\|2.31\|1205249
121552	国家电网公示今年第三批特高压、输变电设备招标候选名单	数据中心+干式变压器+电网设备+控股权变更行业原因： 1、杰瑞股份披露再签近百亿元北美超大燃气轮机发电机组订单，今日一字涨停。GE Vernova昨晚披露燃机订单规模再创新高。华泰证券此前指出，看好全球数据中心带动海外缺电主线延续。 2、国家电网2026年特高压及输变电设备第三次招标结果落地。中信证券研报表示，特高压年内前三批采购金额已超过2025年全年。公司原因： 1、据2026年4月16日年报，公司是国内干式变压器领域的市场开拓者，产品在新能源、数据中心、核电等高端特种应用领域较具优势，主导或参与制定国家及行业标准超50项。 2、据2026年4月28日投资者关系活动记录表，公司依托在变压器及配电设备领域的长期技术积累，针对AI算力中心、超大型数据中心对供电可靠性及能效的要求，开展前瞻性技术研究及产品研发，持续完善适配高端算力场景的供电解决方案。 3、据2026年5月8日及6月18日公告，公司第一大股东蕙富博衍所持17.37%股份被司法拍卖，若成交可能导致公司控股股东、实际控制人发生变更，该股份于6月17日因无人出价已流拍，后续是否会再次被拍卖尚存在不确定性。	全资子公司顺特电气设备有限公司产品广泛用于智能电网建设，干式变压器、开关柜等产品应用于数据中心基础设施建设等领域	2026-05-07\|13.93\|4.42\|13.66\|14.00\|13.35\|678641;2026-05-08\|13.44\|-3.52\|13.92\|13.92\|13.28\|621290;2026-05-11\|13.27\|-1.26\|13.68\|13.82\|13.15\|574830;2026-05-12\|13.43\|1.21\|13.20\|13.77\|13.03\|672037;2026-05-13\|14.77\|9.98\|13.30\|14.77\|13.25\|873393;2026-05-14\|14.35\|-2.84\|15.03\|15.35\|14.35\|1446161;2026-05-15\|13.63\|-5.02\|14.36\|14.49\|13.50\|794929;2026-05-18\|13.34\|-2.13\|13.57\|13.87\|13.18\|511714;2026-05-19\|13.70\|2.70\|13.42\|14.35\|13.14\|635264;2026-05-20\|12.90\|-5.84\|13.71\|13.85\|12.84\|600149;2026-05-21\|12.11\|-6.12\|12.81\|12.98\|12.08\|569319;2026-05-22\|12.32\|1.73\|12.29\|12.37\|12.02\|294898;2026-05-25\|12.31\|-0.08\|12.45\|12.72\|12.21\|300084;2026-05-26\|11.84\|-3.82\|12.19\|12.19\|11.60\|373553;2026-05-27\|11.65\|-1.60\|11.74\|12.05\|11.55\|334947;2026-05-28\|12.03\|3.26\|11.75\|12.09\|11.60\|354841;2026-05-29\|11.54\|-4.07\|12.20\|12.20\|11.45\|368281;2026-06-01\|12.69\|9.97\|11.99\|12.69\|11.80\|528233;2026-06-02\|12.18\|-4.02\|12.69\|12.69\|11.80\|656410;2026-06-03\|11.82\|-2.96\|12.17\|12.17\|11.70\|455949;2026-06-04\|11.56\|-2.20\|11.66\|11.82\|11.36\|339728;2026-06-05\|11.31\|-2.16\|11.58\|11.67\|11.24\|274150;2026-06-08\|10.85\|-4.07\|10.95\|11.26\|10.70\|268769;2026-06-09\|11.08\|2.12\|11.00\|11.15\|10.80\|241055;2026-06-10\|10.70\|-3.43\|10.96\|10.96\|10.53\|258883;2026-06-11\|10.53\|-1.59\|10.56\|10.68\|10.39\|262031;2026-06-12\|10.69\|1.52\|10.70\|10.86\|10.53\|221025;2026-06-15\|11.09\|3.74\|10.78\|11.14\|10.78\|246380;2026-06-16\|11.24\|1.35\|11.05\|11.40\|10.81\|300930;2026-06-17\|10.75\|-4.36\|11.15\|11.24\|10.68\|339502;2026-06-18\|10.39\|-3.35\|10.63\|10.63\|10.30\|291914;2026-06-22\|10.68\|2.79\|10.40\|10.78\|10.26\|346688;2026-06-23\|10.38\|-2.81\|10.62\|10.75\|10.33\|231828;2026-06-24\|10.26\|-1.16\|10.30\|10.36\|10.02\|210189;2026-06-25\|9.98\|-2.73\|10.17\|10.29\|9.92\|233198;2026-06-26\|9.56\|-4.21\|10.01\|10.30\|9.53\|263404;2026-06-29\|9.45\|-1.15\|9.51\|9.80\|9.29\|247417;2026-06-30\|9.51\|0.63\|9.40\|9.55\|9.28\|196533;2026-07-01\|9.53\|0.21\|9.56\|9.66\|9.32\|258180;2026-07-02\|9.30\|-2.41\|9.46\|9.72\|9.27\|241737;2026-07-03\|9.46\|1.72\|9.38\|9.62\|9.31\|207539;2026-07-06\|9.22\|-2.54\|9.59\|9.82\|9.20\|231196;2026-07-07\|8.87\|-3.80\|9.10\|9.28\|8.84\|203226;2026-07-08\|8.61\|-2.93\|8.87\|8.92\|8.61\|171580;2026-07-09\|8.77\|1.86\|8.67\|8.80\|8.32\|215526;2026-07-10\|8.90\|1.48\|8.74\|9.14\|8.70\|226057;2026-07-13\|8.37\|-5.96\|8.82\|8.95\|8.36\|177187;2026-07-14\|8.46\|1.08\|8.38\|8.47\|8.11\|172650;2026-07-15\|8.38\|-0.95\|8.40\|8.69\|8.34\|150311;2026-07-16\|8.26\|-1.43\|8.39\|8.52\|8.22\|166088;2026-07-17\|7.97\|-3.51\|8.25\|8.39\|7.89\|244770;2026-07-20\|7.83\|-1.76\|7.91\|8.25\|7.69\|281051;2026-07-21\|7.95\|1.53\|7.83\|7.95\|7.26\|299246;2026-07-22\|7.89\|-0.75\|7.85\|8.12\|7.82\|206287;2026-07-23\|8.68\|10.01\|7.89\|8.68\|7.88\|286566;2026-07-24\|9.55\|10.02\|9.55\|9.55\|9.55\|82823;2026-07-27\|10.51\|10.05\|10.09\|10.51\|10.08\|651496;2026-07-28\|11.56\|9.99\|11.56\|11.56\|10.20\|1922955;2026-07-29\|12.13\|4.93\|10.78\|12.72\|10.78\|2218122;2026-07-30\|10.92\|-9.98\|11.52\|12.00\|10.92\|1404204;2026-07-31\|10.41\|-4.67\|9.83\|10.76\|9.83\|1361518;2026-08-03\|11.45\|9.99\|10.88\|11.45\|10.29\|1155996;2026-08-04\|12.60\|10.04\|11.98\|12.60\|11.71\|1369798;2026-08-05\|12.70\|0.79\|12.60\|13.07\|12.20\|2055296;2026-08-06\|12.12\|-4.57\|12.69\|12.75\|11.94\|1301368;2026-08-07\|12.13\|0.08\|11.99\|12.20\|11.62\|1014236;2026-08-10\|12.65\|4.29\|12.07\|12.73\|12.02\|1634239;2026-08-11\|12.87\|1.74\|12.01\|13.50\|12.01\|1645300;2026-08-12\|12.68\|-1.48\|12.77\|12.87\|12.20\|1140727;2026-08-13\|12.32\|-2.84\|12.71\|13.21\|12.31\|1328956;2026-08-14\|11.58\|-6.01\|12.16\|12.24\|11.30\|1093207;2026-08-17\|12.11\|4.58\|11.73\|12.74\|11.44\|1260037;2026-08-18\|11.65\|-3.80\|12.30\|12.38\|11.50\|888528;2026-08-19\|10.80\|-7.30\|11.30\|11.44\|10.79\|614114;2026-08-20\|10.83\|0.28\|11.19\|11.50\|10.77\|446936;2026-08-21\|10.72\|-1.02\|10.79\|10.83\|10.50\|340654;2026-08-24\|10.58\|-1.31\|10.71\|10.79\|10.39\|329219;2026-08-25\|10.55\|-0.28\|10.50\|10.60\|10.29\|314461;2026-08-26\|11.61\|10.05\|10.55\|11.61\|10.50\|788679;2026-08-27\|11.66\|0.43\|11.26\|11.82\|11.13\|1118720;2026-08-28\|11.84\|1.54\|11.56\|12.16\|11.45\|1037540;2026-08-31\|11.73\|-0.93\|11.76\|11.86\|11.52\|565027;2026-09-01\|11.81\|0.68\|11.70\|11.92\|11.58\|514227;2026-09-02\|11.88\|0.59\|11.69\|12.12\|11.66\|660335;2026-09-03\|11.71\|-1.43\|11.88\|12.27\|11.51\|658202;2026-09-04\|12.05\|2.90\|11.77\|12.54\|11.62\|1009267;2026-09-07\|12.00\|-0.41\|12.07\|12.27\|11.73\|664143;2026-09-08\|11.83\|-1.42\|11.99\|12.03\|11.74\|493020;2026-09-09\|11.93\|0.85\|11.80\|12.00\|11.67\|542175;2026-09-10\|11.56\|-3.10\|11.85\|11.85\|11.51\|463367
121551	国家电网公示今年第三批特高压、输变电设备招标候选名单	风电铸件+风电轴承+一季报增长 1、据2026年3月31日年报，公司主营风电零部件的研发、生产及销售，主要产品为风电机组用轮毂、底座、轴、轴承座等球墨铸铁零部件，与GE、Vestas、金风科技等国内外高端整机厂商建立了长期合作关系。 2、据2026年3月31日年报，公司于2026年1月7日完成对江苏新能轴承100%控股权的收购，新能轴承聚焦偏航、变桨及主轴轴承，长期为头部整机厂商配套，弥补了公司机加工短板。 3、据2026年4月25日公告，公司2026年一季度实现营收4.73亿元，同比增长39.96%；归母净利润6520.90万元，同比增长55.22%。	国内起步最早的生产大型风电铸件的企业，表示更大兆瓦级的海上风机也正在开发中	2026-05-07\|6.70\|2.29\|6.60\|6.78\|6.55\|782799;2026-05-08\|6.47\|-3.00\|6.56\|6.58\|6.42\|562001;2026-05-11\|6.39\|-1.24\|6.50\|6.58\|6.31\|677057;2026-05-12\|6.44\|0.78\|6.36\|6.49\|6.21\|573140;2026-05-13\|6.63\|2.95\|6.38\|6.68\|6.37\|809322;2026-05-14\|6.35\|-4.22\|6.62\|6.75\|6.35\|713834;2026-05-15\|6.07\|-4.41\|6.29\|6.33\|6.01\|650837;2026-05-18\|6.15\|1.32\|6.01\|6.17\|5.97\|324409;2026-05-19\|6.13\|-0.33\|6.14\|6.14\|5.97\|372562;2026-05-20\|5.87\|-4.24\|6.10\|6.10\|5.85\|414384;2026-05-21\|5.41\|-7.84\|5.80\|5.87\|5.38\|652717;2026-05-22\|5.55\|2.59\|5.42\|5.59\|5.38\|318031;2026-05-25\|5.53\|-0.36\|5.55\|5.62\|5.43\|254500;2026-05-26\|5.45\|-1.45\|5.54\|5.54\|5.32\|308893;2026-05-27\|5.36\|-1.65\|5.45\|5.53\|5.30\|274435;2026-05-28\|5.44\|1.49\|5.36\|5.47\|5.32\|226410;2026-05-29\|5.33\|-2.02\|5.43\|5.47\|5.29\|276630;2026-06-01\|5.38\|0.94\|5.33\|5.43\|5.32\|201727;2026-06-02\|5.26\|-2.23\|5.39\|5.39\|5.17\|276907;2026-06-03\|5.24\|-0.38\|5.22\|5.34\|5.19\|190227;2026-06-04\|5.07\|-3.24\|5.20\|5.24\|5.04\|293600;2026-06-05\|5.08\|0.20\|5.07\|5.14\|4.93\|294657;2026-06-08\|4.87\|-4.13\|4.98\|5.05\|4.81\|265735;2026-06-09\|4.92\|1.03\|4.97\|4.97\|4.81\|196930;2026-06-10\|4.78\|-2.85\|4.91\|4.91\|4.73\|239050;2026-06-11\|4.75\|-0.63\|4.74\|4.83\|4.70\|175583;2026-06-12\|4.78\|0.63\|4.79\|4.85\|4.66\|247701;2026-06-15\|4.85\|1.46\|4.78\|4.87\|4.78\|183242;2026-06-16\|4.88\|0.62\|4.89\|4.92\|4.77\|216274;2026-06-17\|4.75\|-2.66\|4.88\|4.89\|4.73\|207941;2026-06-18\|4.62\|-2.74\|4.73\|4.74\|4.60\|222281;2026-06-22\|4.65\|0.65\|4.58\|4.67\|4.48\|322474;2026-06-23\|4.65\|0.00\|4.63\|4.75\|4.62\|268193;2026-06-24\|4.53\|-2.58\|4.62\|4.64\|4.45\|237205;2026-06-25\|4.43\|-2.21\|4.53\|4.53\|4.41\|219156;2026-06-26\|4.33\|-2.26\|4.47\|4.56\|4.33\|294385;2026-06-29\|4.29\|-0.92\|4.30\|4.35\|4.18\|267397;2026-06-30\|4.30\|0.23\|4.29\|4.36\|4.23\|193061;2026-07-01\|4.35\|1.16\|4.28\|4.41\|4.23\|272379;2026-07-02\|4.30\|-1.15\|4.34\|4.44\|4.27\|233417;2026-07-03\|4.42\|2.79\|4.29\|4.45\|4.27\|256677;2026-07-06\|4.28\|-3.17\|4.43\|4.45\|4.27\|251750;2026-07-07\|4.16\|-2.80\|4.28\|4.29\|4.15\|164954;2026-07-08\|4.05\|-2.64\|4.17\|4.17\|4.03\|195126;2026-07-09\|4.08\|0.74\|4.06\|4.10\|3.94\|227621;2026-07-10\|4.19\|2.70\|4.07\|4.29\|4.02\|264918;2026-07-13\|4.00\|-4.53\|4.17\|4.21\|3.99\|225511;2026-07-14\|4.07\|1.75\|3.98\|4.09\|3.95\|191657;2026-07-15\|4.10\|0.74\|4.07\|4.15\|4.03\|198230;2026-07-16\|4.07\|-0.73\|4.13\|4.14\|4.03\|183204;2026-07-17\|3.99\|-1.97\|4.07\|4.12\|3.95\|255204;2026-07-20\|4.02\|0.75\|3.99\|4.13\|3.98\|298413;2026-07-21\|4.00\|-0.50\|4.03\|4.05\|3.86\|311449;2026-07-22\|3.97\|-0.75\|3.98\|4.03\|3.95\|194403;2026-07-23\|4.26\|7.30\|3.97\|4.26\|3.96\|489869;2026-07-24\|4.06\|-4.69\|4.22\|4.27\|4.06\|321311;2026-07-27\|4.47\|10.10\|4.06\|4.47\|4.06\|204790;2026-07-28\|4.65\|4.03\|4.87\|4.87\|4.56\|1193767;2026-07-29\|4.57\|-1.72\|4.51\|4.60\|4.47\|666916;2026-07-30\|4.64\|1.53\|4.50\|4.75\|4.49\|762931;2026-07-31\|4.56\|-1.72\|4.50\|4.62\|4.50\|536164;2026-08-03\|4.68\|2.63\|4.57\|4.68\|4.53\|493173;2026-08-04\|4.65\|-0.64\|4.64\|4.69\|4.60\|427868;2026-08-05\|4.62\|-0.65\|4.63\|4.65\|4.58\|423660;2026-08-06\|4.57\|-1.08\|4.60\|4.69\|4.51\|407418;2026-08-07\|4.60\|0.66\|4.57\|4.61\|4.49\|318370;2026-08-10\|4.68\|1.74\|4.58\|4.70\|4.52\|392095;2026-08-11\|4.65\|-0.64\|4.68\|4.75\|4.58\|338368;2026-08-12\|4.75\|2.15\|4.68\|4.75\|4.62\|413026;2026-08-13\|4.65\|-2.11\|4.76\|4.78\|4.64\|366781;2026-08-14\|4.58\|-1.51\|4.66\|4.68\|4.51\|273034;2026-08-17\|4.62\|0.87\|4.58\|4.62\|4.53\|220124;2026-08-18\|4.56\|-1.30\|4.60\|4.62\|4.53\|193066;2026-08-19\|4.36\|-4.39\|4.53\|4.56\|4.34\|282375;2026-08-20\|4.39\|0.69\|4.38\|4.42\|4.36\|157820;2026-08-21\|4.38\|-0.23\|4.38\|4.40\|4.31\|152766;2026-08-24\|4.25\|-2.97\|4.39\|4.40\|4.22\|181849;2026-08-25\|4.48\|5.41\|4.29\|4.50\|4.27\|351024;2026-08-26\|4.52\|0.89\|4.48\|4.57\|4.43\|224680;2026-08-27\|4.52\|0.00\|4.54\|4.54\|4.43\|171403;2026-08-28\|4.53\|0.22\|4.50\|4.54\|4.47\|163539;2026-08-31\|4.55\|0.44\|4.51\|4.55\|4.47\|172823;2026-09-01\|4.56\|0.22\|4.55\|4.60\|4.53\|167875;2026-09-02\|4.53\|-0.66\|4.54\|4.55\|4.49\|126887;2026-09-03\|4.50\|-0.66\|4.54\|4.57\|4.48\|152438;2026-09-04\|4.50\|0.00\|4.53\|4.59\|4.46\|182675;2026-09-07\|4.49\|-0.22\|4.51\|4.54\|4.48\|109534;2026-09-08\|4.55\|1.34\|4.48\|4.57\|4.46\|152902;2026-09-09\|4.56\|0.22\|4.56\|4.57\|4.51\|138302;2026-09-10\|4.63\|1.54\|4.56\|4.68\|4.50\|303573
121550	国家电网公示今年第三批特高压、输变电设备招标候选名单		公司主营新能源发电业务，核心聚焦风力发电站的开发、建设和运营管理，拥有多个风电场项目，风电装机容量处于行业前列，主要分布于内蒙古、黑龙江、广东等风资源丰富地区	2026-07-02\|23.95\|136.89\|21.60\|30.16\|21.60\|7216977;2026-07-03\|22.02\|-8.06\|22.18\|23.38\|21.60\|3830229;2026-07-06\|18.37\|-16.58\|21.50\|21.50\|18.15\|3696906;2026-07-07\|18.51\|0.76\|17.40\|19.10\|16.66\|2936495;2026-07-08\|16.15\|-12.75\|18.02\|18.34\|16.06\|3035686;2026-07-09\|14.78\|-8.48\|15.50\|15.88\|14.54\|3396866;2026-07-10\|14.50\|-1.89\|14.63\|15.28\|14.48\|2406914;2026-07-13\|13.06\|-9.93\|14.10\|14.34\|13.05\|2333703;2026-07-14\|13.38\|2.45\|12.96\|13.68\|12.70\|1872169;2026-07-15\|13.41\|0.22\|13.10\|13.57\|13.03\|1478408;2026-07-16\|12.97\|-3.28\|13.28\|13.32\|12.96\|1258546;2026-07-17\|12.67\|-2.31\|12.96\|13.35\|12.59\|1767836;2026-07-20\|12.98\|2.45\|12.48\|13.27\|12.42\|1847121;2026-07-21\|12.80\|-1.39\|12.76\|12.86\|12.08\|2005036;2026-07-22\|13.36\|4.38\|12.65\|13.49\|12.62\|2274367;2026-07-23\|13.64\|2.10\|13.17\|13.95\|12.93\|2137971;2026-07-24\|12.70\|-6.89\|13.36\|13.37\|12.70\|1510766;2026-07-27\|13.97\|10.00\|12.68\|13.97\|12.60\|1801533;2026-07-28\|14.27\|2.15\|14.25\|14.88\|13.76\|3290790;2026-07-29\|13.94\|-2.31\|13.80\|14.50\|13.40\|2246885;2026-07-30\|13.07\|-6.24\|13.69\|13.78\|13.04\|1874715;2026-07-31\|13.18\|0.84\|13.10\|13.45\|13.09\|1105340;2026-08-03\|13.26\|0.61\|13.15\|13.45\|13.12\|856705;2026-08-04\|13.32\|0.45\|13.31\|13.37\|13.14\|1056106;2026-08-05\|13.70\|2.85\|13.30\|13.73\|13.19\|1742914;2026-08-06\|13.32\|-2.77\|13.55\|13.55\|13.20\|1339612;2026-08-07\|13.18\|-1.05\|13.26\|13.30\|13.03\|986812;2026-08-10\|13.20\|0.15\|13.18\|13.26\|13.14\|686681;2026-08-11\|13.12\|-0.61\|13.15\|13.24\|13.09\|676885;2026-08-12\|13.06\|-0.46\|13.06\|13.12\|12.98\|695304;2026-08-13\|13.08\|0.15\|13.05\|13.23\|13.02\|850623;2026-08-14\|12.83\|-1.91\|13.03\|13.04\|12.81\|793970;2026-08-17\|12.86\|0.23\|12.76\|12.89\|12.69\|586050;2026-08-18\|12.68\|-1.40\|12.80\|12.81\|12.66\|561788;2026-08-19\|12.26\|-3.31\|12.60\|12.60\|12.24\|686762;2026-08-20\|12.24\|-0.16\|12.27\|12.33\|12.22\|355400;2026-08-21\|12.18\|-0.49\|12.23\|12.23\|12.08\|325125;2026-08-24\|12.03\|-1.23\|12.18\|12.21\|12.01\|419786;2026-08-25\|12.12\|0.75\|12.01\|12.12\|11.90\|346128;2026-08-26\|12.51\|3.22\|12.04\|12.66\|12.03\|853359;2026-08-27\|12.34\|-1.36\|12.30\|12.36\|12.25\|501234;2026-08-28\|12.38\|0.32\|12.28\|12.56\|12.25\|549015;2026-08-31\|12.27\|-0.89\|12.30\|12.31\|12.24\|322396;2026-09-01\|12.27\|0.00\|12.27\|12.33\|12.26\|290516;2026-09-02\|12.14\|-1.06\|12.24\|12.25\|12.13\|296375;2026-09-03\|12.13\|-0.08\|12.12\|12.28\|12.12\|278744;2026-09-04\|12.08\|-0.41\|12.13\|12.21\|12.07\|321599;2026-09-07\|12.07\|-0.08\|12.10\|12.12\|12.05\|209280;2026-09-08\|12.07\|0.00\|12.07\|12.10\|12.04\|244762;2026-09-09\|12.03\|-0.33\|12.05\|12.08\|11.99\|325447;2026-09-10\|12.13\|0.83\|12.01\|12.22\|11.94\|491333
121549	英伟达将与SK集团在韩国建设容量超2吉瓦的AI数据中心	中东重建+国际工程+算力+一带一路行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年3月29日投资者关系活动记录表，2025年公司国际工程承包新签合同额21.06亿美元，生效合同额18.80亿美元，同比增长62.91%，创历史高位，油气、工业化项目滚动开发。 2、据2026年4月13日互动易，目前公司承建的伊拉克九区油气中央处理设施项目已成功投产，其他在执行油气工程项目进展顺利。公司将保持战略定力，紧跟国家“一带一路”倡议步伐，持续聚焦优势领域，依托自身的业务优势、市场布局和国际化经营经验积累，持续加大市场开发力度。据2025年11月20日互动易，中东地区是公司重点市场，公司在伊拉克、阿联酋、阿曼等地设立了分支机构。（具备战后重建先发优势） 3、据2026年3月17日互动易，公司所属中国中元在数据中心和智算中心设计咨询领域保持优势，承接国家超算深圳中心二期等“东数西算”核心项目，并应用液冷、绿电消纳技术。	1、公司所属中国中元在数据中心领域已具备“咨询—设计—测试—认证—评价”一体化全链条服务能力，将持续关注数据中心业务发展机遇，探索算力资产布局可行性； 2、国际工程龙头，公司核心业务为国际工程承包，业务范围涉及亚洲、非洲、美洲及欧洲地区，在医疗建筑、机场物流及载人索道工程等领域具有独特优势	2026-05-07\|11.68\|9.98\|11.32\|11.68\|11.31\|769114;2026-05-08\|11.87\|1.63\|11.46\|12.00\|11.38\|1381041;2026-05-11\|11.73\|-1.18\|11.62\|11.96\|11.62\|740806;2026-05-12\|11.25\|-4.09\|11.64\|11.69\|11.16\|562609;2026-05-13\|11.04\|-1.87\|11.15\|11.15\|10.88\|454899;2026-05-14\|10.85\|-1.72\|11.01\|11.37\|10.71\|698611;2026-05-15\|10.57\|-2.58\|10.73\|10.99\|10.44\|453747;2026-05-18\|10.47\|-0.95\|10.49\|10.58\|10.30\|322346;2026-05-19\|10.58\|1.05\|10.70\|10.78\|10.40\|396089;2026-05-20\|11.31\|6.90\|10.47\|11.50\|10.36\|837757;2026-05-21\|10.73\|-5.13\|11.17\|11.33\|10.71\|631859;2026-05-22\|10.65\|-0.75\|10.80\|10.90\|10.50\|411418;2026-05-25\|11.72\|10.05\|11.23\|11.72\|11.06\|624643;2026-05-26\|11.43\|-2.47\|11.53\|11.79\|11.19\|698926;2026-05-27\|11.09\|-2.97\|11.29\|11.60\|11.01\|672016;2026-05-28\|10.33\|-6.85\|11.14\|11.14\|9.98\|825767;2026-05-29\|11.01\|6.58\|10.44\|11.36\|10.30\|1172293;2026-06-01\|11.07\|0.55\|10.77\|11.34\|10.67\|780115;2026-06-02\|10.85\|-1.99\|10.96\|11.12\|10.73\|439159;2026-06-03\|10.93\|0.74\|10.64\|11.25\|10.52\|550230;2026-06-04\|12.02\|9.97\|11.16\|12.02\|11.10\|842537;2026-06-05\|11.77\|-2.08\|12.08\|12.47\|11.71\|1145978;2026-06-08\|11.12\|-5.52\|11.55\|11.60\|10.89\|674989;2026-06-09\|12.23\|9.98\|11.46\|12.23\|11.46\|540450;2026-06-10\|12.03\|-1.64\|12.24\|12.32\|11.80\|834397;2026-06-11\|11.70\|-2.74\|11.59\|12.05\|11.57\|577301;2026-06-12\|10.56\|-9.74\|12.62\|12.62\|10.53\|1361397;2026-06-15\|11.62\|10.04\|11.30\|11.62\|11.30\|707959;2026-06-16\|12.77\|9.90\|11.88\|12.78\|11.88\|1318963;2026-06-17\|12.50\|-2.11\|13.22\|14.00\|12.12\|1582776;2026-06-18\|12.25\|-2.00\|12.44\|12.67\|11.91\|981485;2026-06-22\|13.23\|8.00\|12.51\|13.47\|12.35\|1199546;2026-06-23\|12.39\|-6.35\|13.20\|13.27\|12.33\|805443;2026-06-24\|13.63\|10.01\|12.58\|13.63\|12.41\|843088;2026-06-25\|13.55\|-0.59\|13.48\|14.00\|13.07\|1340411;2026-06-26\|12.81\|-4.69\|13.13\|13.55\|12.44\|918874;2026-06-29\|11.99\|-6.40\|12.41\|12.45\|11.56\|806229;2026-06-30\|11.32\|-5.59\|11.59\|11.60\|10.84\|657068;2026-07-01\|11.60\|2.47\|11.02\|11.64\|10.67\|728483;2026-07-02\|11.13\|-4.05\|11.15\|11.44\|11.02\|474568;2026-07-03\|10.52\|-5.48\|11.19\|11.28\|10.50\|543503;2026-07-06\|9.70\|-7.79\|10.30\|10.38\|9.70\|542585;2026-07-07\|9.95\|2.58\|9.75\|9.99\|9.45\|443915;2026-07-08\|9.00\|-9.55\|9.70\|9.71\|8.96\|481294;2026-07-09\|8.93\|-0.78\|8.96\|9.03\|8.60\|445293;2026-07-10\|8.95\|0.22\|8.91\|9.25\|8.62\|433749;2026-07-13\|8.33\|-6.93\|8.69\|8.69\|8.25\|421021;2026-07-14\|8.43\|1.20\|8.28\|8.44\|8.19\|283927;2026-07-15\|8.49\|0.71\|8.33\|8.51\|8.31\|251336;2026-07-16\|8.46\|-0.35\|8.35\|8.52\|8.26\|234909;2026-07-17\|8.38\|-0.95\|8.55\|8.78\|8.34\|367000;2026-07-20\|8.44\|0.72\|8.58\|8.58\|8.31\|287024;2026-07-21\|8.48\|0.47\|8.47\|8.48\|7.95\|376380;2026-07-22\|8.36\|-1.42\|8.31\|8.61\|8.27\|287352;2026-07-23\|8.55\|2.27\|8.37\|8.57\|8.27\|276866;2026-07-24\|8.23\|-3.74\|8.43\|8.49\|8.22\|253978;2026-07-27\|9.05\|9.96\|8.70\|9.05\|8.62\|242384;2026-07-28\|8.82\|-2.54\|9.05\|9.27\|8.75\|518676;2026-07-29\|9.03\|2.38\|8.77\|9.05\|8.70\|388827;2026-07-30\|8.97\|-0.66\|8.85\|9.07\|8.79\|321713;2026-07-31\|9.10\|1.45\|9.02\|9.15\|8.97\|346652;2026-08-03\|9.26\|1.76\|9.46\|9.47\|9.10\|377684;2026-08-04\|9.31\|0.54\|9.28\|9.34\|9.10\|302249;2026-08-05\|9.48\|1.83\|9.41\|9.60\|9.31\|403569;2026-08-06\|9.19\|-3.06\|9.36\|9.44\|9.12\|383421;2026-08-07\|9.22\|0.33\|9.13\|9.24\|9.07\|260112;2026-08-10\|9.19\|-0.33\|9.11\|9.24\|9.05\|234772;2026-08-11\|9.07\|-1.31\|9.15\|9.18\|9.00\|189834;2026-08-12\|9.13\|0.66\|9.08\|9.16\|9.08\|153446;2026-08-13\|8.94\|-2.08\|9.15\|9.17\|8.94\|218959;2026-08-14\|8.82\|-1.34\|8.99\|9.00\|8.76\|189305;2026-08-17\|8.84\|0.23\|8.76\|8.86\|8.64\|197609;2026-08-18\|8.63\|-2.38\|8.83\|8.83\|8.58\|256645;2026-08-19\|8.25\|-4.40\|8.55\|8.62\|8.24\|272221;2026-08-20\|8.33\|0.97\|8.33\|8.38\|8.26\|167211;2026-08-21\|8.36\|0.36\|8.29\|8.37\|8.18\|143250;2026-08-24\|8.44\|0.96\|8.41\|8.51\|8.32\|256629;2026-08-25\|8.49\|0.59\|8.36\|8.50\|8.31\|161909;2026-08-26\|8.61\|1.41\|8.80\|8.92\|8.56\|339325;2026-08-27\|8.62\|0.12\|8.58\|8.62\|8.52\|208856;2026-08-28\|8.69\|0.81\|8.62\|8.75\|8.57\|239346;2026-08-31\|8.58\|-1.27\|8.53\|8.73\|8.41\|254488;2026-09-01\|8.65\|0.82\|8.57\|8.68\|8.51\|211158;2026-09-02\|8.41\|-2.77\|8.52\|8.57\|8.39\|179117;2026-09-03\|8.51\|1.19\|8.42\|8.52\|8.40\|156130;2026-09-04\|8.54\|0.35\|8.55\|8.65\|8.49\|197568;2026-09-07\|8.55\|0.12\|8.56\|8.68\|8.51\|179573;2026-09-08\|8.68\|1.52\|8.52\|8.74\|8.48\|215994;2026-09-09\|8.75\|0.81\|8.61\|8.77\|8.61\|171312;2026-09-10\|8.70\|-0.57\|8.67\|8.75\|8.61\|139899
121548	英伟达将与SK集团在韩国建设容量超2吉瓦的AI数据中心	数据中心+腾讯概念+房屋检测+宁波国资 1、据2024年4月24日互动易，公司参股公司中经云主要客户包括腾讯、阿里、百度、金山云、学习强国、爱奇艺、滴滴以及三大电信运营商等，中经云主营数据中心机柜位出租业务。 2、据2024年9月2日互动易，公司下属部分子公司拥有房屋安全鉴定、检测及监测业务，公司将持续紧密跟踪房屋检测相关业务机会。 3、公司最终控制人为宁波市人民政府国有资产监督管理委员会，属于国有企业。	公司直接加间接持有中经云32.37%股权，中经云主营数据中心机柜位出租，客户包括腾讯、阿里、百度、金山云及三大电信运营商	2026-05-07\|6.28\|2.11\|6.24\|6.39\|6.19\|1727906;2026-05-08\|6.22\|-0.96\|6.20\|6.35\|6.18\|1128368;2026-05-11\|6.17\|-0.80\|6.35\|6.45\|6.13\|1174320;2026-05-12\|6.06\|-1.78\|6.12\|6.14\|6.00\|868292;2026-05-13\|6.26\|3.30\|6.01\|6.29\|5.99\|984762;2026-05-14\|6.13\|-2.08\|6.41\|6.50\|6.12\|1082541;2026-05-15\|6.05\|-1.31\|6.17\|6.27\|6.01\|761955;2026-05-18\|6.26\|3.47\|6.10\|6.45\|6.03\|1167936;2026-05-19\|6.20\|-0.96\|6.22\|6.30\|6.11\|924214;2026-05-20\|5.94\|-4.19\|6.14\|6.26\|5.94\|886886;2026-05-21\|5.56\|-6.40\|5.94\|5.97\|5.54\|983220;2026-05-22\|5.78\|3.96\|5.63\|5.82\|5.55\|652641;2026-05-25\|5.52\|-4.50\|5.78\|5.78\|5.43\|785498;2026-05-26\|5.21\|-5.62\|5.45\|5.46\|5.14\|788828;2026-05-27\|5.00\|-4.03\|5.23\|5.24\|4.96\|647190;2026-05-28\|5.06\|1.20\|5.01\|5.10\|4.95\|497495;2026-05-29\|5.00\|-1.19\|5.07\|5.14\|4.97\|545210;2026-06-01\|5.04\|0.80\|4.96\|5.07\|4.91\|362879;2026-06-02\|4.91\|-2.58\|5.03\|5.04\|4.86\|467363;2026-06-03\|4.89\|-0.41\|4.87\|4.93\|4.83\|359006;2026-06-04\|4.79\|-2.04\|4.85\|4.89\|4.76\|382746;2026-06-05\|4.76\|-0.63\|4.79\|4.84\|4.71\|333470;2026-06-08\|4.52\|-5.04\|4.63\|4.71\|4.48\|477508;2026-06-09\|4.56\|0.89\|4.60\|4.60\|4.49\|296272;2026-06-10\|4.52\|-0.88\|4.51\|4.59\|4.47\|289698;2026-06-11\|4.39\|-2.88\|4.46\|4.51\|4.34\|363181;2026-06-12\|4.45\|1.37\|4.44\|4.52\|4.38\|338142;2026-06-15\|4.54\|2.02\|4.48\|4.57\|4.47\|293974;2026-06-16\|4.56\|0.44\|4.52\|4.56\|4.45\|315053;2026-06-17\|4.49\|-1.54\|4.52\|4.56\|4.45\|323987;2026-06-18\|4.41\|-1.78\|4.46\|4.48\|4.38\|272218;2026-06-22\|4.49\|1.81\|4.41\|4.49\|4.31\|373687;2026-06-23\|4.39\|-2.23\|4.46\|4.54\|4.37\|380841;2026-06-24\|4.31\|-1.82\|4.39\|4.40\|4.22\|342898;2026-06-25\|4.22\|-2.09\|4.29\|4.32\|4.18\|324187;2026-06-26\|4.06\|-3.79\|4.17\|4.20\|4.04\|372681;2026-06-29\|4.02\|-0.99\|4.03\|4.06\|3.93\|329643;2026-06-30\|4.01\|-0.25\|4.01\|4.04\|3.94\|309578;2026-07-01\|4.12\|2.74\|4.02\|4.18\|3.98\|428216;2026-07-02\|4.05\|-1.70\|4.10\|4.21\|4.04\|374418;2026-07-03\|4.13\|1.98\|4.05\|4.20\|4.05\|366173;2026-07-06\|4.08\|-1.21\|4.13\|4.14\|4.06\|278140;2026-07-07\|3.95\|-3.19\|4.07\|4.07\|3.92\|321625;2026-07-08\|4.04\|2.28\|3.94\|4.06\|3.90\|368544;2026-07-09\|3.99\|-1.24\|4.03\|4.05\|3.89\|359075;2026-07-10\|4.06\|3.05\|3.95\|4.14\|3.91\|488144;2026-07-13\|3.90\|-3.94\|4.04\|4.10\|3.88\|407412;2026-07-14\|3.97\|1.79\|3.90\|3.97\|3.84\|297374;2026-07-15\|4.03\|1.51\|3.94\|4.07\|3.94\|320325;2026-07-16\|4.06\|0.74\|4.00\|4.10\|3.98\|319479;2026-07-17\|3.96\|-2.46\|4.04\|4.11\|3.90\|375305;2026-07-20\|4.04\|2.02\|3.98\|4.09\|3.96\|417151;2026-07-21\|4.03\|-0.25\|4.03\|4.03\|3.90\|427440;2026-07-22\|4.06\|0.74\|4.01\|4.07\|3.98\|327543;2026-07-23\|4.19\|3.20\|4.05\|4.20\|4.03\|475045;2026-07-24\|4.01\|-4.30\|4.15\|4.20\|4.01\|450522;2026-07-27\|4.41\|9.98\|4.02\|4.41\|4.02\|438723;2026-07-28\|4.34\|-1.59\|4.41\|4.49\|4.31\|836214;2026-07-29\|4.37\|0.69\|4.28\|4.40\|4.28\|587557;2026-07-30\|4.28\|-2.06\|4.35\|4.40\|4.27\|461663;2026-07-31\|4.38\|2.34\|4.34\|4.42\|4.29\|604365;2026-08-03\|4.43\|1.14\|4.45\|4.49\|4.41\|418105;2026-08-04\|4.49\|1.35\|4.44\|4.52\|4.44\|457906;2026-08-05\|4.46\|-0.67\|4.45\|4.49\|4.42\|394847;2026-08-06\|4.41\|-1.12\|4.43\|4.48\|4.34\|374078;2026-08-07\|4.33\|-1.81\|4.39\|4.40\|4.27\|331960;2026-08-10\|4.37\|0.92\|4.32\|4.38\|4.29\|296041;2026-08-11\|4.58\|4.81\|4.36\|4.61\|4.30\|1043985;2026-08-12\|4.47\|-2.40\|4.51\|4.56\|4.44\|746049;2026-08-13\|4.73\|5.82\|4.46\|4.92\|4.46\|1931186;2026-08-14\|4.62\|-2.33\|4.74\|4.78\|4.53\|1570169;2026-08-17\|4.55\|-1.52\|4.55\|4.60\|4.45\|804636;2026-08-18\|4.35\|-4.40\|4.50\|4.51\|4.32\|821259;2026-08-19\|4.16\|-4.37\|4.28\|4.31\|4.15\|489070;2026-08-20\|4.26\|2.40\|4.19\|4.26\|4.17\|348842;2026-08-21\|4.23\|-0.70\|4.21\|4.25\|4.15\|276163;2026-08-24\|4.19\|-0.95\|4.22\|4.24\|4.15\|267630;2026-08-25\|4.25\|1.43\|4.16\|4.27\|4.15\|284656;2026-08-26\|4.28\|0.71\|4.25\|4.30\|4.22\|231429;2026-08-27\|4.27\|-0.23\|4.27\|4.28\|4.23\|225957;2026-08-28\|4.28\|0.23\|4.26\|4.31\|4.25\|275895;2026-08-31\|4.31\|0.70\|4.30\|4.35\|4.25\|296075;2026-09-01\|4.34\|0.70\|4.29\|4.35\|4.28\|322585;2026-09-02\|4.29\|-1.15\|4.31\|4.32\|4.26\|222687;2026-09-03\|4.34\|1.17\|4.29\|4.41\|4.29\|482711;2026-09-04\|4.33\|-0.23\|4.32\|4.39\|4.30\|365595;2026-09-07\|4.30\|-0.69\|4.33\|4.35\|4.28\|212594;2026-09-08\|4.33\|0.70\|4.29\|4.34\|4.28\|236387;2026-09-09\|4.30\|-0.69\|4.31\|4.33\|4.26\|220986;2026-09-10\|4.26\|-0.93\|4.28\|4.29\|4.24\|226115
121547	英伟达将与SK集团在韩国建设容量超2吉瓦的AI数据中心	算力租赁+举牌+算力基础设施 1、据2026年6月13日公告，公司拟将剩余募集资金约2.8亿元投向AI算力基础设施领域，开展算力租赁业务，该项目税后内部收益率15.07%，旨在打造业务第二增长曲线。 2、据2026年7月22日公告及2026年7月6日公告，富德产险及其一致行动人富德科技基于对公司未来发展前景看好，通过协议转让方式合计受让公司10.00%股份，构成举牌。 3、据2026年5月19日投资者关系活动记录表，公司作为算力基础设施综合服务领域的领先第三方服务商，致力于提供覆盖算力全生命周期的端到端服务，2026年第一季度归母净利润同比增长38.61%。	公司合资成立东数西算庆阳智算中心；网传公司是kimi、字节跳动算力提供商	2026-05-07\|78.18\|-0.06\|78.17\|78.35\|76.55\|42715;2026-05-08\|78.96\|1.00\|77.94\|79.20\|75.75\|46836;2026-05-11\|78.40\|-0.71\|80.50\|83.00\|76.23\|52841;2026-05-12\|76.30\|-2.68\|78.00\|78.00\|74.98\|42583;2026-05-13\|79.20\|3.80\|76.00\|80.30\|74.84\|42358;2026-05-14\|77.00\|-2.78\|80.41\|82.00\|76.90\|32299;2026-05-15\|76.14\|-1.12\|77.27\|80.44\|75.54\|33956;2026-05-18\|79.67\|4.64\|77.01\|81.81\|77.01\|42132;2026-05-19\|84.40\|5.94\|79.28\|84.83\|78.41\|47812;2026-05-20\|81.48\|-3.46\|82.83\|89.09\|80.95\|49145;2026-05-21\|75.98\|-6.75\|81.35\|83.00\|75.90\|47867;2026-05-22\|81.57\|7.36\|77.00\|82.50\|76.00\|43242;2026-05-25\|81.15\|-0.51\|84.57\|84.66\|79.68\|35807;2026-05-26\|78.38\|-3.41\|80.01\|81.48\|76.89\|31644;2026-05-27\|74.55\|-4.89\|77.81\|78.41\|74.04\|32941;2026-05-28\|77.28\|3.66\|75.50\|77.89\|72.81\|34432;2026-05-29\|74.31\|-3.84\|78.66\|81.68\|73.40\|44839;2026-06-01\|72.99\|-1.78\|73.93\|77.32\|72.96\|40240;2026-06-02\|69.30\|-5.06\|72.86\|74.03\|67.80\|42473;2026-06-03\|67.33\|-2.84\|68.97\|69.94\|66.67\|30406;2026-06-04\|66.33\|-1.49\|66.23\|67.35\|65.18\|28678;2026-06-05\|66.00\|-0.50\|66.17\|67.36\|63.01\|35609;2026-06-08\|62.45\|-5.38\|63.63\|65.03\|61.31\|29459;2026-06-09\|63.63\|1.89\|63.11\|63.80\|61.78\|21237;2026-06-10\|62.05\|-2.48\|63.00\|65.00\|61.01\|25195;2026-06-11\|59.78\|-3.66\|61.00\|61.89\|58.82\|24294;2026-06-12\|59.01\|-1.29\|60.40\|60.98\|58.60\|21666;2026-06-15\|61.50\|4.22\|59.99\|62.10\|59.99\|22437;2026-06-16\|64.15\|4.31\|61.10\|64.65\|60.50\|27491;2026-06-17\|63.85\|-0.47\|63.92\|65.78\|63.21\|24533;2026-06-18\|66.15\|3.60\|64.22\|66.92\|64.16\|31917;2026-06-22\|67.99\|2.78\|65.66\|68.97\|65.51\|35796;2026-06-23\|65.04\|-4.34\|67.71\|67.71\|64.76\|26250;2026-06-24\|64.72\|-0.49\|65.00\|65.75\|63.40\|26023;2026-06-25\|62.91\|-2.80\|64.50\|66.12\|61.50\|24480;2026-06-26\|59.14\|-5.99\|61.94\|63.00\|58.96\|24488;2026-06-29\|57.05\|-3.53\|59.03\|59.42\|55.40\|26260;2026-06-30\|60.61\|6.24\|57.05\|61.38\|56.64\|26749;2026-07-01\|62.52\|3.15\|60.62\|64.19\|59.80\|29821;2026-07-02\|60.36\|-3.45\|61.71\|63.46\|60.04\|26070;2026-07-03\|60.65\|0.48\|60.50\|62.50\|60.13\|19264;2026-07-06\|60.27\|-0.63\|61.22\|61.22\|57.81\|23203;2026-07-07\|57.16\|-5.16\|60.19\|60.20\|56.90\|16283;2026-07-08\|58.16\|1.75\|57.44\|59.36\|56.96\|24820;2026-07-09\|60.66\|4.30\|58.81\|60.94\|57.20\|29122;2026-07-10\|61.05\|0.64\|60.00\|63.60\|59.80\|28386;2026-07-13\|58.31\|-4.49\|60.58\|63.00\|57.70\|29593;2026-07-14\|57.47\|-1.44\|59.48\|59.48\|54.71\|27275;2026-07-15\|56.67\|-1.39\|57.36\|58.50\|56.30\|19401;2026-07-16\|56.35\|-0.56\|56.02\|58.45\|55.23\|24149;2026-07-17\|52.21\|-7.35\|58.61\|59.50\|52.00\|37818;2026-07-20\|53.49\|2.45\|58.66\|62.00\|51.50\|77385;2026-07-21\|54.00\|0.95\|52.53\|54.58\|46.38\|79469;2026-07-22\|53.33\|-1.24\|52.19\|56.00\|52.19\|50169;2026-07-23\|53.17\|-0.30\|53.78\|55.88\|51.76\|40850;2026-07-24\|51.26\|-3.59\|51.82\|52.88\|50.88\|25373;2026-07-27\|61.51\|20.00\|50.81\|61.51\|50.81\|76889;2026-07-28\|60.88\|-1.02\|62.51\|62.99\|60.31\|65645;2026-07-29\|60.32\|-0.92\|60.88\|61.66\|58.49\|46519;2026-07-30\|54.99\|-8.84\|59.68\|61.12\|54.74\|50781;2026-07-31\|59.77\|8.69\|58.01\|61.54\|57.00\|49120;2026-08-03\|60.67\|1.51\|60.00\|63.60\|59.50\|64334;2026-08-04\|64.37\|6.10\|61.11\|64.50\|60.50\|76771;2026-08-05\|63.49\|-1.37\|63.60\|64.80\|62.92\|55137;2026-08-06\|62.34\|-1.81\|62.26\|63.88\|61.29\|41634;2026-08-07\|62.60\|0.42\|62.19\|63.16\|60.37\|36826;2026-08-10\|61.18\|-2.27\|62.59\|63.36\|60.44\|29663;2026-08-11\|61.15\|-0.05\|62.70\|63.10\|59.44\|36542;2026-08-12\|61.48\|0.54\|62.70\|62.86\|60.36\|34446;2026-08-13\|62.85\|2.23\|62.89\|65.58\|62.40\|65041;2026-08-14\|63.15\|0.48\|62.70\|64.70\|61.35\|48671;2026-08-17\|64.16\|1.60\|62.35\|64.19\|61.30\|45872;2026-08-18\|63.95\|-0.33\|63.50\|64.03\|61.20\|38011;2026-08-19\|65.12\|1.83\|64.08\|67.28\|61.40\|105792;2026-08-20\|59.95\|-7.94\|62.53\|63.39\|59.60\|75942;2026-08-21\|58.39\|-2.60\|57.99\|58.48\|55.86\|44270;2026-08-24\|57.31\|-1.85\|59.44\|59.60\|56.00\|30644;2026-08-25\|58.67\|2.37\|56.54\|59.08\|56.03\|29194;2026-08-26\|59.04\|0.63\|60.12\|62.62\|58.10\|35279;2026-08-27\|59.32\|0.47\|59.01\|59.50\|58.47\|31716;2026-08-28\|60.60\|2.16\|62.36\|63.30\|60.60\|67137;2026-08-31\|61.13\|0.87\|57.68\|61.20\|57.58\|49646;2026-09-01\|60.96\|-0.28\|62.19\|62.96\|60.38\|45876;2026-09-02\|61.49\|0.87\|60.00\|61.62\|59.58\|35561;2026-09-03\|66.25\|7.74\|62.87\|68.86\|62.09\|103839;2026-09-04\|67.01\|1.15\|66.36\|70.00\|65.36\|103686;2026-09-07\|67.00\|-0.01\|66.11\|67.00\|65.36\|60515;2026-09-08\|69.18\|3.25\|71.87\|74.50\|68.30\|98657;2026-09-09\|72.78\|5.20\|69.86\|73.70\|69.86\|89645;2026-09-10\|74.21\|1.96\|71.50\|75.80\|70.73\|73307
121546	英伟达将与SK集团在韩国建设容量超2吉瓦的AI数据中心	算力租赁+PCB油墨+一季报增长 1、据2026年6月12日投资者关系活动记录表，公司主营业务为精细化工新材料，包含PCB电子油墨等产品，后续将持续注重对PCB电子油墨的投入和发展。 2、据2026年6月12日投资者关系活动记录表，公司通过全资子公司东方超算深圳科技有限公司从事算力租赁运维业务，目前保持算力业务稳定运营。 3、据2026年4月28日公告，公司2026年一季度实现营收1.10亿元，同比增长34.36%；归母净利润1042.67万元，同比增长253.41%。	1、全资子公司东方超算旗下的全国一体化算力平台拥有便捷调度多元算力，首批13家数据中心已经加盟东方超算全国一体化超级算力集群； 2、公司主营PCB电子油墨、软包装油墨及聚氨酯胶粘剂，PCB油墨应用于刚挠结合板等新兴电子产品	2026-05-07\|23.61\|7.12\|22.04\|23.91\|22.04\|207252;2026-05-08\|24.38\|3.26\|23.55\|24.69\|22.78\|186206;2026-05-11\|24.10\|-1.15\|24.38\|24.82\|23.80\|147175;2026-05-12\|23.96\|-0.58\|24.08\|24.52\|23.63\|126740;2026-05-13\|26.36\|10.02\|23.80\|26.36\|23.68\|82404;2026-05-14\|25.10\|-4.78\|27.43\|27.58\|24.81\|270392;2026-05-15\|24.37\|-2.91\|24.05\|25.15\|24.05\|146541;2026-05-18\|23.52\|-3.49\|23.98\|24.40\|23.00\|183953;2026-05-19\|23.42\|-0.43\|23.30\|23.81\|23.05\|104515;2026-05-20\|23.06\|-1.54\|23.19\|23.41\|22.50\|137622;2026-05-21\|22.63\|-1.86\|23.45\|24.01\|22.45\|136292;2026-05-22\|23.84\|5.35\|22.70\|24.04\|22.41\|130132;2026-05-25\|23.49\|-1.47\|23.91\|24.37\|23.28\|126312;2026-05-26\|22.56\|-3.96\|23.36\|23.63\|22.06\|148419;2026-05-27\|21.28\|-5.67\|22.43\|23.30\|21.10\|135310;2026-05-28\|23.41\|10.01\|21.28\|23.41\|20.97\|161987;2026-05-29\|22.12\|-5.51\|23.81\|23.82\|22.10\|170810;2026-06-01\|22.09\|-0.14\|22.57\|23.20\|22.05\|105699;2026-06-02\|21.43\|-2.99\|21.96\|22.47\|21.29\|87344;2026-06-03\|20.77\|-3.08\|21.43\|21.52\|20.50\|91076;2026-06-04\|20.62\|-0.72\|20.80\|21.71\|20.00\|112258;2026-06-05\|20.67\|0.24\|20.81\|21.39\|19.77\|103587;2026-06-08\|20.69\|0.10\|19.64\|21.80\|19.64\|126988;2026-06-09\|21.08\|1.89\|21.17\|21.19\|20.57\|87752;2026-06-10\|21.48\|1.90\|20.95\|22.10\|20.65\|116285;2026-06-11\|21.03\|-2.10\|21.01\|21.73\|20.39\|97716;2026-06-12\|21.13\|0.48\|21.60\|22.00\|20.82\|98451;2026-06-15\|21.76\|2.98\|21.02\|21.86\|20.91\|103554;2026-06-16\|22.67\|4.18\|21.76\|22.98\|21.20\|156101;2026-06-17\|22.66\|-0.04\|22.62\|23.03\|22.00\|165794;2026-06-18\|24.11\|6.40\|22.65\|24.30\|22.50\|211719;2026-06-22\|25.22\|4.60\|24.55\|26.30\|24.37\|214721;2026-06-23\|25.50\|1.11\|24.98\|26.86\|24.05\|209069;2026-06-24\|25.34\|-0.63\|25.26\|25.67\|24.36\|139875;2026-06-25\|24.26\|-4.26\|25.00\|25.75\|24.18\|161734;2026-06-26\|23.36\|-3.71\|24.21\|24.26\|22.93\|112086;2026-06-29\|22.96\|-1.71\|23.36\|23.54\|22.18\|115850;2026-06-30\|23.17\|0.91\|22.98\|24.50\|22.66\|138201;2026-07-01\|22.11\|-4.57\|23.18\|23.18\|22.03\|124319;2026-07-02\|21.39\|-3.26\|21.60\|22.33\|21.21\|122853;2026-07-03\|21.12\|-1.26\|21.30\|21.96\|20.94\|95891;2026-07-06\|22.14\|4.83\|21.12\|23.23\|21.12\|191009;2026-07-07\|20.67\|-6.64\|22.66\|22.66\|20.42\|167619;2026-07-08\|21.18\|2.47\|20.47\|21.79\|20.24\|119215;2026-07-09\|21.08\|-0.47\|21.18\|22.45\|19.98\|125911;2026-07-10\|23.19\|10.01\|21.02\|23.19\|20.70\|200134;2026-07-13\|22.79\|-1.72\|23.17\|23.60\|22.10\|252154;2026-07-14\|24.15\|5.97\|22.95\|24.50\|21.91\|332644;2026-07-15\|24.52\|1.53\|23.45\|25.33\|23.20\|333268;2026-07-16\|23.05\|-6.00\|23.60\|24.22\|22.72\|211635;2026-07-17\|20.75\|-9.98\|23.00\|23.00\|20.75\|212568;2026-07-20\|19.10\|-7.95\|21.18\|22.21\|18.71\|224729;2026-07-21\|19.75\|3.40\|19.42\|19.79\|17.39\|186655;2026-07-22\|19.27\|-2.43\|19.42\|20.19\|19.10\|143198;2026-07-23\|19.52\|1.30\|19.17\|19.80\|19.05\|92465;2026-07-24\|18.73\|-4.05\|19.09\|19.92\|18.66\|82682;2026-07-27\|20.60\|9.98\|19.05\|20.60\|18.66\|187144;2026-07-28\|21.08\|2.33\|20.16\|21.95\|20.16\|191470;2026-07-29\|21.26\|0.85\|21.08\|21.75\|20.73\|127702;2026-07-30\|21.79\|2.49\|21.49\|22.36\|21.08\|179478;2026-07-31\|21.30\|-2.25\|21.50\|22.10\|20.80\|187256;2026-08-03\|21.83\|2.49\|21.10\|22.35\|21.03\|133708;2026-08-04\|22.45\|2.84\|22.26\|22.69\|21.90\|117511;2026-08-05\|24.09\|7.31\|23.15\|24.22\|22.81\|185174;2026-08-06\|24.88\|3.28\|23.77\|25.12\|23.64\|174218;2026-08-07\|25.54\|2.65\|24.80\|25.60\|24.31\|139922;2026-08-10\|26.50\|3.76\|25.60\|26.74\|25.25\|140472;2026-08-11\|26.04\|-1.74\|26.49\|26.80\|25.78\|116263;2026-08-12\|26.56\|2.00\|26.35\|26.96\|26.18\|101403;2026-08-13\|25.94\|-2.33\|26.51\|27.43\|25.94\|138933;2026-08-14\|25.22\|-2.78\|25.93\|26.35\|24.12\|222350;2026-08-17\|27.74\|9.99\|25.20\|27.74\|25.20\|163065;2026-08-18\|27.79\|0.18\|28.22\|28.50\|26.53\|246177;2026-08-19\|26.17\|-5.83\|27.03\|27.68\|26.00\|175964;2026-08-20\|25.28\|-3.40\|26.69\|26.86\|24.90\|169904;2026-08-21\|25.50\|0.87\|25.00\|25.94\|24.56\|106701;2026-08-24\|25.37\|-0.51\|25.49\|25.53\|24.64\|107844;2026-08-25\|24.61\|-3.00\|25.12\|25.25\|24.08\|84267;2026-08-26\|24.50\|-0.45\|25.12\|25.78\|24.26\|90772;2026-08-27\|24.31\|-0.78\|24.64\|24.93\|24.23\|102866;2026-08-28\|24.03\|-1.15\|24.66\|24.75\|23.77\|101168;2026-08-31\|24.05\|0.08\|23.68\|24.34\|23.48\|87731;2026-09-01\|23.70\|-1.46\|24.06\|24.35\|23.56\|104020;2026-09-02\|24.71\|4.26\|23.60\|25.16\|23.17\|152490;2026-09-03\|25.05\|1.38\|24.91\|25.40\|24.13\|163790;2026-09-04\|25.90\|3.39\|25.06\|26.97\|25.00\|188982;2026-09-07\|24.49\|-5.44\|25.96\|26.15\|23.99\|160774;2026-09-08\|24.24\|-1.02\|24.30\|25.23\|24.00\|112104;2026-09-09\|23.95\|-1.20\|24.21\|24.76\|23.70\|73996;2026-09-10\|23.33\|-2.59\|23.69\|23.80\|23.30\|48506
121545	主板ST股涨跌幅调整至10%	六氟磷酸锂+一季报扭亏+固态电池行业原因：华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据2026年4月29日披露的一季报，公司2026年一季度实现营收9.90亿元，同比增长91.15%；归母净利润1.97亿元，同比扭亏为盈。 2、据2026年6月18日公告，公司募投项目二期工程开始试生产；据2026年6月26日互动易，公司目前六氟磷酸锂产能已达5.2万吨/年。 3、据2026年6月17日互动易，公司硫化锂项目仍在研发阶段，相关研发工作有序开展；据2026年5月18日互动易，公司利用自身六氟磷酸锂生产工艺优势，采取液相法制备高纯度硫化锂产品。	公司六氟磷酸锂产能位居行业前列，互动平台表示密切关注固态电池的技术路线，制定相关材料的研发方向，以应对及配套以后固态电池的发展	2026-05-07\|38.79\|-6.10\|40.50\|40.76\|38.18\|904388;2026-05-08\|37.43\|-3.51\|38.89\|40.34\|37.37\|711728;2026-05-11\|38.19\|2.03\|37.46\|38.88\|37.00\|682282;2026-05-12\|37.56\|-1.65\|38.18\|39.38\|37.01\|520338;2026-05-13\|37.28\|-0.75\|37.20\|38.28\|36.65\|454728;2026-05-14\|35.67\|-4.32\|36.97\|37.26\|35.50\|423268;2026-05-15\|36.43\|2.13\|35.80\|37.80\|35.80\|647762;2026-05-18\|35.61\|-2.25\|36.21\|36.59\|35.10\|374634;2026-05-19\|35.20\|-1.15\|35.39\|35.43\|34.42\|285728;2026-05-20\|36.52\|3.75\|34.80\|37.26\|34.68\|511509;2026-05-21\|36.32\|-0.55\|37.90\|39.60\|36.19\|934237;2026-05-22\|36.34\|0.06\|36.84\|37.35\|35.01\|531113;2026-05-25\|32.71\|-9.99\|35.64\|36.10\|32.71\|673951;2026-05-26\|31.16\|-4.74\|31.50\|32.43\|30.59\|542079;2026-05-27\|30.23\|-2.98\|30.82\|31.58\|30.09\|369238;2026-05-28\|29.44\|-2.61\|30.24\|30.99\|28.98\|345827;2026-05-29\|27.90\|-5.23\|29.26\|29.46\|27.81\|474829;2026-06-01\|28.34\|1.58\|27.73\|29.24\|27.53\|357397;2026-06-02\|27.57\|-2.72\|28.35\|28.58\|26.80\|310046;2026-06-03\|27.54\|-0.11\|27.40\|27.99\|27.21\|224029;2026-06-04\|26.73\|-2.94\|27.21\|27.30\|26.60\|241806;2026-06-05\|26.75\|0.07\|26.83\|27.26\|25.96\|299446;2026-06-08\|25.47\|-4.79\|25.73\|26.96\|25.00\|283088;2026-06-09\|26.43\|3.77\|25.88\|26.59\|25.29\|263240;2026-06-10\|25.91\|-1.97\|26.09\|26.65\|25.60\|216284;2026-06-11\|26.88\|3.74\|26.22\|27.19\|25.96\|487471;2026-06-12\|26.61\|-1.00\|26.88\|27.60\|25.83\|501133;2026-06-15\|26.78\|0.64\|26.88\|27.12\|26.17\|336636;2026-06-16\|28.30\|5.68\|27.33\|28.48\|26.52\|535289;2026-06-17\|27.53\|-2.72\|27.95\|28.29\|27.31\|383666;2026-06-18\|27.12\|-1.49\|27.70\|28.11\|26.72\|341835;2026-06-22\|28.75\|6.01\|26.41\|28.88\|25.86\|636578;2026-06-23\|27.90\|-2.96\|28.76\|29.00\|27.81\|408612;2026-06-24\|28.10\|0.72\|27.98\|28.50\|26.68\|462814;2026-06-25\|26.30\|-6.41\|27.70\|28.13\|26.13\|502229;2026-06-26\|24.54\|-6.69\|26.38\|26.49\|24.52\|396117;2026-06-29\|24.02\|-2.12\|24.54\|25.88\|23.89\|347899;2026-06-30\|24.39\|1.54\|23.85\|24.63\|23.66\|318095;2026-07-01\|26.83\|10.00\|24.40\|26.83\|24.00\|510574;2026-07-02\|26.25\|-2.16\|27.27\|27.27\|26.12\|522918;2026-07-03\|24.91\|-5.10\|26.42\|26.61\|24.84\|397325;2026-07-06\|23.43\|-5.94\|25.15\|25.34\|23.43\|339251;2026-07-07\|22.87\|-2.39\|23.62\|24.07\|22.80\|253783;2026-07-08\|21.27\|-7.00\|22.88\|22.99\|21.18\|295996;2026-07-09\|21.05\|-1.03\|21.28\|21.43\|19.84\|374764;2026-07-10\|21.08\|0.14\|21.01\|21.70\|20.98\|269595;2026-07-13\|19.72\|-6.45\|20.87\|20.90\|19.65\|247371;2026-07-15\|17.75\|-9.99\|17.75\|17.75\|17.75\|3257;2026-07-16\|15.98\|-9.97\|15.98\|15.98\|15.98\|4724;2026-07-17\|14.38\|-10.01\|14.38\|14.38\|14.38\|8629;2026-07-20\|12.94\|-10.01\|12.94\|12.94\|12.94\|17357;2026-07-21\|11.65\|-9.97\|11.65\|11.65\|11.65\|34807;2026-07-22\|12.63\|8.41\|11.65\|12.82\|11.64\|988123;2026-07-23\|13.28\|5.15\|12.00\|13.79\|11.90\|718245;2026-07-24\|13.58\|2.26\|13.25\|14.29\|12.91\|577930;2026-07-27\|14.94\|10.01\|13.60\|14.94\|13.50\|472100;2026-07-28\|15.91\|6.49\|15.20\|16.43\|14.51\|623893;2026-07-29\|14.89\|-6.41\|16.00\|16.20\|14.32\|619210;2026-07-30\|14.61\|-1.88\|14.80\|15.50\|14.60\|449069;2026-07-31\|14.55\|-0.41\|14.11\|14.97\|14.08\|430301;2026-08-03\|14.94\|2.68\|14.78\|15.23\|14.60\|353474;2026-08-04\|15.07\|0.87\|14.96\|15.20\|14.68\|312849;2026-08-05\|15.16\|0.60\|15.14\|15.37\|14.92\|335652;2026-08-06\|16.68\|10.03\|15.11\|16.68\|15.06\|606120;2026-08-07\|16.59\|-0.54\|16.92\|17.12\|16.01\|500841;2026-08-10\|18.03\|8.68\|16.87\|18.25\|16.85\|463922;2026-08-11\|18.79\|4.22\|17.94\|19.45\|17.67\|508539;2026-08-12\|18.85\|0.32\|18.60\|19.27\|18.59\|313910;2026-08-13\|19.48\|3.34\|18.80\|20.50\|18.22\|414979;2026-08-14\|19.51\|0.15\|19.24\|19.98\|19.07\|271227;2026-08-17\|19.13\|-1.95\|19.26\|19.77\|19.11\|226881;2026-08-18\|17.70\|-7.48\|18.70\|19.10\|17.68\|393205;2026-08-19\|17.54\|-0.90\|17.51\|18.33\|16.92\|351953;2026-08-20\|17.62\|0.46\|17.30\|17.85\|17.03\|189309;2026-08-21\|18.47\|4.82\|17.50\|18.88\|17.44\|288571;2026-08-24\|18.35\|-0.65\|18.73\|19.14\|18.00\|271341;2026-08-25\|17.57\|-4.25\|18.00\|18.25\|17.18\|236830;2026-08-26\|17.47\|-0.57\|17.43\|17.75\|17.42\|144488;2026-08-27\|17.45\|-0.11\|17.33\|17.65\|16.78\|250543;2026-08-28\|17.80\|2.01\|17.60\|17.88\|17.28\|218736;2026-08-31\|17.25\|-3.09\|17.60\|17.62\|17.10\|169055;2026-09-01\|16.67\|-3.36\|17.26\|17.40\|16.66\|175098;2026-09-02\|15.85\|-4.92\|16.22\|16.45\|15.80\|207339;2026-09-03\|16.61\|4.79\|16.15\|16.95\|16.02\|222891;2026-09-04\|15.96\|-3.91\|16.50\|16.67\|15.83\|192225;2026-09-07\|15.93\|-0.19\|15.82\|16.10\|15.65\|125680;2026-09-08\|15.94\|0.06\|15.98\|16.31\|15.90\|124879;2026-09-09\|15.84\|-0.63\|15.85\|15.99\|15.60\|139853;2026-09-10\|15.42\|-2.65\|15.81\|15.81\|15.32\|129446
121544	主板ST股涨跌幅调整至10%	庭外重组+深圳国资+智慧城市+AI安防行业原因： 1、据期货日报5月13日报道，CME集团携手Silicon Data宣布年内推出全球首个算力期货，GPU费率指数化交易落地在即。 2、国家数据局最新披露3月我国日均Token调用量突破140万亿，同比激增千倍。公司原因： 1、据2026年4月29日年报及2026年4月18日公告，公司及全资子公司英飞拓仁用向福田企业重组中心提交的庭外重组申请已获受理并启动债权申报，重组协调人确定为中伦、德恒律所，后续或转入预重整、重整程序。 2、据2026年4月29日年报，公司控股股东为深圳市投资控股有限公司，最终控制人为深圳市国资委，具备深圳国资背景。 3、据2026年4月29日年报，公司定位为新型智慧城市建设与运营服务商，围绕智慧园区、智慧楼宇等提供顶层规划、数字底座、AI工程化全链条服务，产品覆盖4K超高清视频监控、人车检测智能识别等，并服务“鹏城云脑 II”等国家项目。	公司及全资子公司拟申请预重整及重整	2026-05-07\|4.55\|-4.41\|4.84\|4.84\|4.52\|304065;2026-05-08\|4.62\|1.54\|4.53\|4.74\|4.46\|216324;2026-05-11\|4.63\|0.22\|4.64\|4.69\|4.43\|188605;2026-05-12\|4.86\|4.97\|4.61\|4.86\|4.60\|166577;2026-05-13\|5.10\|4.94\|5.00\|5.10\|5.00\|120022;2026-05-14\|5.19\|1.76\|5.33\|5.35\|5.05\|312615;2026-05-15\|5.25\|1.16\|5.11\|5.42\|4.96\|274425;2026-05-18\|5.00\|-4.76\|5.16\|5.24\|4.99\|215612;2026-05-19\|4.90\|-2.00\|4.85\|5.00\|4.83\|115126;2026-05-20\|4.68\|-4.49\|4.89\|4.96\|4.66\|177519;2026-05-21\|4.56\|-2.56\|4.73\|4.85\|4.50\|139041;2026-05-22\|4.56\|0.00\|4.55\|4.61\|4.43\|116338;2026-05-25\|4.58\|0.44\|4.55\|4.65\|4.42\|117773;2026-05-26\|4.36\|-4.80\|4.61\|4.75\|4.35\|170170;2026-05-27\|4.58\|5.05\|4.29\|4.58\|4.18\|210683;2026-05-28\|4.36\|-4.80\|4.54\|4.57\|4.35\|187988;2026-05-29\|4.14\|-5.05\|4.33\|4.33\|4.14\|159107;2026-06-01\|4.35\|5.07\|4.16\|4.35\|4.04\|123728;2026-06-02\|4.57\|5.06\|4.42\|4.57\|4.42\|59705;2026-06-03\|4.80\|5.03\|4.80\|4.80\|4.80\|11139;2026-06-04\|4.80\|0.00\|4.88\|4.99\|4.68\|310290;2026-06-05\|4.83\|0.62\|4.80\|5.04\|4.72\|202886;2026-06-08\|4.85\|0.41\|4.75\|4.96\|4.63\|160005;2026-06-09\|4.87\|0.41\|4.86\|4.95\|4.80\|122155;2026-06-10\|4.83\|-0.82\|4.84\|4.88\|4.65\|118355;2026-06-11\|4.78\|-1.04\|4.83\|4.84\|4.69\|65325;2026-06-12\|4.88\|2.09\|4.78\|4.94\|4.70\|109121;2026-06-15\|4.96\|1.64\|4.92\|5.10\|4.92\|106303;2026-06-16\|4.76\|-4.03\|4.90\|4.97\|4.71\|130371;2026-06-17\|4.67\|-1.89\|4.76\|4.89\|4.65\|108796;2026-06-18\|4.71\|0.86\|4.59\|4.80\|4.51\|126667;2026-06-22\|4.54\|-3.61\|4.66\|4.66\|4.47\|123176;2026-06-23\|4.45\|-1.98\|4.51\|4.55\|4.40\|68912;2026-06-24\|4.50\|1.12\|4.45\|4.55\|4.32\|80654;2026-06-25\|4.31\|-4.22\|4.51\|4.52\|4.28\|96759;2026-06-26\|4.25\|-1.39\|4.31\|4.31\|4.12\|79624;2026-06-29\|4.39\|3.29\|4.19\|4.46\|4.12\|124052;2026-06-30\|4.17\|-5.01\|4.30\|4.33\|4.17\|131470;2026-07-01\|4.16\|-0.24\|4.17\|4.22\|3.96\|219290;2026-07-02\|4.27\|2.64\|4.06\|4.36\|4.04\|126241;2026-07-03\|4.48\|4.92\|4.22\|4.48\|4.16\|152632;2026-07-06\|4.54\|1.34\|4.50\|4.70\|4.40\|120566;2026-07-07\|4.30\|-5.29\|4.46\|4.60\|4.25\|95400;2026-07-08\|4.43\|3.02\|4.30\|4.50\|4.26\|77145;2026-07-09\|4.44\|0.23\|4.37\|4.53\|4.37\|69730;2026-07-10\|4.43\|-0.23\|4.46\|4.48\|4.39\|48520;2026-07-13\|4.48\|1.13\|4.51\|4.64\|4.40\|100517;2026-07-14\|4.51\|0.67\|4.48\|4.51\|4.30\|70980;2026-07-15\|4.46\|-1.11\|4.38\|4.52\|4.38\|61961;2026-07-16\|4.46\|0.00\|4.40\|4.49\|4.31\|58334;2026-07-17\|4.44\|-0.45\|4.46\|4.50\|4.37\|62386;2026-07-20\|4.45\|0.23\|4.45\|4.66\|4.36\|93008;2026-07-21\|4.32\|-2.92\|4.39\|4.44\|4.18\|98976;2026-07-22\|4.17\|-3.47\|4.28\|4.28\|4.16\|56723;2026-07-23\|4.16\|-0.24\|4.13\|4.23\|4.11\|56896;2026-07-24\|4.08\|-1.92\|4.18\|4.18\|4.03\|52872;2026-07-27\|4.49\|10.05\|4.12\|4.49\|4.08\|116224;2026-07-28\|4.56\|1.56\|4.69\|4.89\|4.50\|168628;2026-07-29\|4.66\|2.19\|4.74\|4.75\|4.56\|99035;2026-07-30\|4.63\|-0.64\|4.60\|4.71\|4.53\|73371;2026-07-31\|4.66\|0.65\|4.60\|4.69\|4.58\|58095;2026-08-03\|4.67\|0.21\|4.61\|4.71\|4.61\|57736;2026-08-04\|4.70\|0.64\|4.67\|4.73\|4.60\|61588;2026-08-05\|4.63\|-1.49\|4.70\|4.73\|4.62\|71535;2026-08-06\|4.53\|-2.16\|4.66\|4.68\|4.53\|58150;2026-08-07\|4.62\|1.99\|4.55\|4.72\|4.45\|80785;2026-08-10\|4.62\|0.00\|4.62\|4.75\|4.56\|74555;2026-08-11\|4.63\|0.22\|4.56\|4.63\|4.54\|60613;2026-08-12\|4.68\|1.08\|4.63\|4.75\|4.62\|81262;2026-08-13\|4.79\|2.35\|4.68\|4.89\|4.64\|152781;2026-08-14\|4.86\|1.46\|4.89\|4.91\|4.72\|120301;2026-08-17\|4.86\|0.00\|4.91\|4.96\|4.77\|106016;2026-08-18\|5.08\|4.53\|4.84\|5.22\|4.81\|250295;2026-08-19\|5.05\|-0.59\|5.01\|5.27\|4.90\|210729;2026-08-20\|5.12\|1.39\|5.05\|5.18\|4.82\|128428;2026-08-21\|5.63\|9.96\|5.10\|5.63\|5.06\|299325;2026-08-24\|6.03\|7.10\|5.83\|6.10\|5.68\|419871;2026-08-25\|5.75\|-4.64\|6.00\|6.54\|5.71\|492611;2026-08-26\|5.76\|0.17\|5.80\|5.97\|5.66\|248744;2026-08-27\|6.10\|5.90\|5.75\|6.10\|5.72\|270907;2026-08-28\|6.65\|9.02\|6.18\|6.71\|6.15\|476919;2026-08-31\|7.26\|9.17\|6.73\|7.31\|6.51\|489099;2026-09-01\|7.30\|0.55\|7.25\|7.49\|6.88\|438294;2026-09-02\|7.60\|4.11\|7.30\|7.67\|7.19\|346261;2026-09-03\|7.22\|-5.00\|7.53\|7.70\|7.10\|399839;2026-09-04\|6.81\|-5.68\|7.15\|7.30\|6.50\|483467;2026-09-07\|7.49\|9.99\|6.76\|7.49\|6.70\|381839;2026-09-08\|7.42\|-0.93\|7.71\|7.81\|7.28\|329564;2026-09-09\|7.51\|1.21\|7.47\|7.73\|7.25\|237966;2026-09-10\|7.58\|0.93\|7.35\|7.73\|7.30\|211140
121543	主板ST股涨跌幅调整至10%	涨停揭秘：法院裁定受理子公司恒力国贸重整，叠加ST板块整体回暖，困境反转逻辑获资金响应；涨停缘由：恒力国贸重整程序启动，有望剥离低效资产、引入战投并改善现金流；母公司债务化解节奏加快，市场预期重整方案将逐步明朗；资金逻辑：融资余额连续三日回升，深股通持仓小幅加仓，显示部分资金提前博弈重整进展，成交额放大伴随换手率跃升至15%以上；风险提示：重整存在重大不确定性，子公司资产负债率超90%，清偿率偏低，短期难有实质业绩改善	公司实控人及多名董事高管拟增持公司股份	2026-05-07\|3.24\|-1.52\|3.27\|3.30\|3.24\|64323;2026-05-08\|3.25\|0.31\|3.28\|3.32\|3.24\|68613;2026-05-11\|3.10\|-4.62\|3.26\|3.27\|3.09\|188281;2026-05-12\|3.02\|-2.58\|3.12\|3.13\|2.96\|131729;2026-05-13\|2.99\|-0.99\|3.02\|3.07\|2.98\|86592;2026-05-14\|3.04\|1.67\|3.00\|3.07\|2.85\|149627;2026-05-15\|2.96\|-2.63\|3.02\|3.02\|2.94\|102313;2026-05-18\|2.99\|1.01\|2.95\|3.03\|2.86\|78486;2026-05-19\|3.14\|5.02\|3.00\|3.14\|2.95\|81152;2026-05-20\|3.20\|1.91\|3.20\|3.30\|3.16\|138653;2026-05-21\|3.05\|-4.69\|3.19\|3.19\|3.05\|83691;2026-05-22\|3.08\|0.98\|3.03\|3.12\|3.03\|41729;2026-05-25\|3.00\|-2.60\|3.07\|3.09\|2.99\|48483;2026-05-26\|2.97\|-1.00\|3.01\|3.02\|2.87\|59254;2026-05-27\|2.97\|0.00\|2.96\|2.99\|2.92\|42111;2026-05-28\|3.02\|1.68\|2.96\|3.07\|2.95\|55375;2026-05-29\|3.03\|0.33\|3.01\|3.11\|3.01\|53395;2026-06-01\|3.04\|0.33\|3.03\|3.06\|2.99\|37277;2026-06-02\|2.99\|-1.64\|3.04\|3.04\|2.96\|46360;2026-06-03\|2.95\|-1.34\|2.99\|2.99\|2.93\|44991;2026-06-04\|2.91\|-1.36\|2.95\|2.96\|2.88\|44094;2026-06-05\|2.89\|-0.69\|2.92\|2.93\|2.87\|40163;2026-06-08\|2.78\|-3.81\|2.85\|2.87\|2.75\|66737;2026-06-09\|2.70\|-2.88\|2.79\|2.79\|2.65\|63775;2026-06-10\|2.84\|5.19\|2.71\|2.84\|2.63\|88832;2026-06-11\|2.79\|-1.76\|2.92\|2.96\|2.77\|101085;2026-06-12\|2.83\|1.43\|2.77\|2.87\|2.75\|54354;2026-06-15\|2.85\|0.71\|2.83\|2.94\|2.80\|62673;2026-06-16\|2.83\|-0.70\|2.85\|2.92\|2.80\|66489;2026-06-17\|2.73\|-3.53\|2.80\|2.80\|2.72\|50176;2026-06-18\|2.69\|-1.47\|2.70\|2.75\|2.67\|39491;2026-06-22\|2.73\|1.49\|2.68\|2.73\|2.63\|41409;2026-06-23\|2.77\|1.47\|2.71\|2.87\|2.70\|57253;2026-06-24\|2.76\|-0.36\|2.75\|2.81\|2.72\|49073;2026-06-25\|2.66\|-3.62\|2.76\|2.76\|2.64\|59205;2026-06-26\|2.60\|-2.26\|2.67\|2.67\|2.58\|53629;2026-06-29\|2.55\|-1.92\|2.60\|2.62\|2.50\|57136;2026-06-30\|2.53\|-0.78\|2.55\|2.59\|2.51\|42817;2026-07-01\|2.62\|3.56\|2.55\|2.65\|2.53\|70701;2026-07-02\|2.75\|4.96\|2.66\|2.75\|2.63\|66798;2026-07-03\|2.89\|5.09\|2.86\|2.89\|2.78\|130168;2026-07-06\|2.86\|-1.04\|2.98\|3.03\|2.82\|124038;2026-07-07\|2.72\|-4.90\|2.87\|2.88\|2.70\|73720;2026-07-08\|2.79\|2.57\|2.71\|2.84\|2.67\|51236;2026-07-09\|2.74\|-1.79\|2.79\|2.84\|2.73\|46408;2026-07-10\|2.71\|-1.09\|2.74\|2.75\|2.69\|56761;2026-07-13\|2.68\|-1.11\|2.68\|2.78\|2.67\|60338;2026-07-14\|2.68\|0.00\|2.60\|2.70\|2.60\|40240;2026-07-15\|2.54\|-5.22\|2.60\|2.64\|2.49\|110636;2026-07-16\|2.30\|-9.45\|2.54\|2.54\|2.29\|175430;2026-07-17\|2.21\|-3.91\|2.27\|2.36\|2.20\|100597;2026-07-20\|2.19\|-0.91\|2.29\|2.33\|2.15\|99222;2026-07-21\|2.25\|2.74\|2.20\|2.27\|2.15\|79807;2026-07-22\|2.20\|-2.22\|2.25\|2.26\|2.15\|51940;2026-07-23\|2.23\|1.36\|2.20\|2.23\|2.15\|41039;2026-07-24\|2.21\|-0.90\|2.23\|2.29\|2.21\|54496;2026-07-27\|2.43\|9.95\|2.32\|2.43\|2.30\|89208;2026-07-28\|2.41\|-0.82\|2.48\|2.54\|2.40\|107194;2026-07-29\|2.39\|-0.83\|2.41\|2.44\|2.36\|65914;2026-07-30\|2.30\|-3.77\|2.41\|2.42\|2.29\|63137;2026-07-31\|2.33\|1.30\|2.30\|2.35\|2.28\|60860;2026-08-03\|2.37\|1.72\|2.32\|2.38\|2.31\|55512;2026-08-04\|2.37\|0.00\|2.29\|2.41\|2.29\|52871;2026-08-05\|2.40\|1.27\|2.37\|2.40\|2.35\|65571;2026-08-06\|2.47\|2.92\|2.41\|2.49\|2.38\|73944;2026-08-07\|2.42\|-2.02\|2.45\|2.46\|2.39\|54666;2026-08-10\|2.41\|-0.41\|2.41\|2.44\|2.40\|37282;2026-08-11\|2.44\|1.24\|2.41\|2.47\|2.39\|44251;2026-08-12\|2.52\|3.28\|2.42\|2.57\|2.42\|59093;2026-08-13\|2.46\|-2.38\|2.53\|2.59\|2.45\|68747;2026-08-14\|2.43\|-1.22\|2.46\|2.47\|2.42\|34028;2026-08-17\|2.67\|9.88\|2.67\|2.67\|2.67\|16712;2026-08-18\|2.94\|10.11\|2.94\|2.94\|2.94\|13198;2026-08-19\|3.05\|3.74\|3.20\|3.20\|2.94\|503491;2026-08-20\|3.23\|5.90\|2.97\|3.36\|2.97\|408668;2026-08-21\|3.31\|2.48\|3.20\|3.34\|3.11\|290528;2026-08-24\|3.27\|-1.21\|3.28\|3.44\|3.20\|214113;2026-08-26\|3.41\|4.28\|3.30\|3.60\|3.28\|523223;2026-08-27\|3.22\|-5.57\|3.35\|3.40\|3.16\|377647;2026-08-28\|3.16\|-1.86\|3.16\|3.28\|3.16\|194365;2026-08-31\|3.18\|0.63\|3.10\|3.23\|3.09\|192516;2026-09-01\|3.22\|1.26\|3.21\|3.25\|3.15\|149520;2026-09-02\|3.16\|-1.86\|3.22\|3.25\|3.15\|119754;2026-09-03\|3.18\|0.63\|3.17\|3.23\|3.16\|113219;2026-09-04\|3.14\|-1.26\|3.19\|3.23\|3.12\|143598;2026-09-07\|3.14\|0.00\|3.12\|3.17\|3.11\|109035;2026-09-08\|3.34\|6.37\|3.16\|3.34\|3.14\|274345;2026-09-09\|3.25\|-2.69\|3.32\|3.35\|3.23\|212937;2026-09-10\|3.33\|2.46\|3.27\|3.39\|3.17\|199982
121542	主板ST股涨跌幅调整至10%	面退博弈+电子纸模组+OLED 1、据2026年7月25日公告，公司股票已连续14个交易日收盘价低于1元，可能触及交易类强制退市；同时因涉嫌定期报告财务数据虚假记载，可能被实施重大违法强制退市。 2、公司主营电子纸模组、PMOLED与硅基OLED微显示器业务，拥有中国大陆首条PMOLED量产线，产品应用于智能家居、智慧零售及XR等领域。 3、据2026年5月14日异常波动公告，截至公告披露日，公司不存在筹划并购重组、资产注入等应披露而未披露的重大事项。	公司的硅基OLED产品可以用于MR头戴显示产品中	2026-05-07\|4.18\|0.48\|4.11\|4.26\|4.10\|103924;2026-05-08\|4.35\|4.07\|4.17\|4.38\|4.14\|73226;2026-05-12\|3.48\|-20.00\|3.48\|3.48\|3.48\|1919;2026-05-13\|2.78\|-20.11\|2.78\|2.78\|2.78\|7631;2026-05-14\|2.22\|-20.14\|2.22\|2.22\|2.22\|16801;2026-05-15\|1.78\|-19.82\|1.78\|1.84\|1.78\|293210;2026-05-18\|1.43\|-19.66\|1.56\|1.57\|1.42\|360199;2026-05-19\|1.51\|5.59\|1.41\|1.59\|1.41\|271204;2026-05-20\|1.60\|5.96\|1.49\|1.67\|1.48\|283255;2026-05-21\|1.50\|-6.25\|1.51\|1.66\|1.36\|308804;2026-05-22\|1.41\|-6.00\|1.41\|1.50\|1.40\|178537;2026-05-25\|1.20\|-14.89\|1.41\|1.41\|1.18\|217798;2026-05-26\|1.20\|0.00\|1.16\|1.29\|1.16\|125251;2026-05-27\|1.09\|-9.17\|1.16\|1.21\|1.07\|173377;2026-05-28\|1.07\|-1.83\|1.11\|1.15\|1.05\|135819;2026-05-29\|0.97\|-9.35\|1.03\|1.06\|0.96\|174324;2026-06-01\|1.07\|10.31\|0.96\|1.10\|0.96\|202140;2026-06-02\|1.28\|19.63\|1.04\|1.28\|1.04\|211120;2026-06-03\|1.53\|19.53\|1.41\|1.54\|1.35\|450022;2026-06-04\|1.32\|-13.73\|1.44\|1.53\|1.30\|303651;2026-06-05\|1.18\|-10.61\|1.27\|1.28\|1.13\|212045;2026-06-08\|1.28\|8.47\|1.14\|1.37\|1.09\|206726;2026-06-09\|1.22\|-4.69\|1.29\|1.29\|1.17\|151477;2026-06-10\|1.16\|-4.92\|1.24\|1.25\|1.15\|78109;2026-06-11\|1.05\|-9.48\|1.17\|1.17\|1.03\|119169;2026-06-12\|1.04\|-0.95\|1.03\|1.07\|1.03\|82025;2026-06-15\|1.06\|1.92\|1.06\|1.13\|1.05\|72141;2026-06-16\|1.03\|-2.83\|1.07\|1.07\|1.00\|86865;2026-06-17\|0.96\|-6.80\|1.00\|1.04\|0.95\|118005;2026-06-18\|0.88\|-8.33\|0.96\|0.98\|0.85\|132082;2026-06-22\|1.06\|20.45\|0.91\|1.06\|0.90\|112607;2026-06-23\|1.09\|2.83\|1.23\|1.23\|1.09\|239242;2026-06-24\|1.04\|-4.59\|0.96\|1.15\|0.96\|159568;2026-06-25\|0.95\|-8.65\|0.99\|1.04\|0.93\|124221;2026-06-26\|0.94\|-1.05\|0.94\|0.98\|0.91\|90647;2026-06-29\|0.89\|-5.32\|0.94\|0.96\|0.88\|71836;2026-06-30\|0.92\|3.37\|0.88\|0.98\|0.88\|67967;2026-07-01\|0.91\|-1.09\|0.91\|0.93\|0.89\|79637;2026-07-02\|0.88\|-3.30\|0.88\|0.90\|0.86\|80972;2026-07-03\|0.86\|-2.27\|0.88\|0.89\|0.85\|57735;2026-07-06\|1.03\|19.77\|0.89\|1.03\|0.88\|191882;2026-07-07\|0.89\|-13.59\|1.02\|1.03\|0.82\|189723;2026-07-08\|0.86\|-3.37\|0.85\|0.89\|0.84\|77111;2026-07-09\|0.90\|4.65\|0.88\|0.95\|0.88\|70905;2026-07-10\|0.92\|2.22\|0.89\|0.93\|0.85\|87200;2026-07-13\|0.90\|-2.17\|0.93\|0.95\|0.88\|53952;2026-07-14\|0.88\|-2.22\|0.90\|0.90\|0.86\|41217;2026-07-15\|0.88\|0.00\|0.89\|0.93\|0.88\|61149;2026-07-16\|0.90\|2.27\|0.88\|0.95\|0.83\|136121;2026-07-17\|0.86\|-4.44\|0.87\|0.88\|0.84\|98654;2026-07-20\|0.83\|-3.49\|0.87\|0.89\|0.83\|60838;2026-07-21\|0.79\|-4.82\|0.83\|0.85\|0.76\|94465;2026-07-22\|0.80\|1.27\|0.79\|0.84\|0.78\|41614;2026-07-23\|0.78\|-2.50\|0.82\|0.83\|0.76\|57826;2026-07-24\|0.74\|-5.13\|0.77\|0.78\|0.72\|66703;2026-07-27\|0.89\|20.27\|0.81\|0.89\|0.80\|79095;2026-07-28\|1.07\|20.22\|1.02\|1.07\|1.00\|147245;2026-07-29\|1.04\|-2.80\|1.20\|1.27\|0.86\|314850;2026-07-30\|0.90\|-13.46\|0.87\|1.01\|0.87\|210557;2026-07-31\|0.88\|-2.22\|0.86\|0.93\|0.86\|144968;2026-08-03\|0.93\|5.68\|0.90\|0.93\|0.89\|128005;2026-08-04\|0.92\|-1.08\|0.91\|0.96\|0.90\|122414;2026-08-05\|0.89\|-3.26\|0.90\|0.91\|0.88\|95935;2026-08-06\|0.88\|-1.12\|0.89\|0.91\|0.87\|61297;2026-08-07\|0.87\|-1.14\|0.85\|0.88\|0.84\|74693;2026-08-10\|0.86\|-1.15\|0.87\|0.88\|0.85\|49327;2026-08-11\|0.88\|2.33\|0.86\|0.88\|0.86\|58731;2026-08-12\|0.87\|-1.14\|0.87\|0.88\|0.86\|50627;2026-08-13\|1.04\|19.54\|0.86\|1.04\|0.86\|185484;2026-08-14\|0.92\|-11.54\|0.99\|1.15\|0.92\|257629;2026-08-17\|0.86\|-6.52\|0.89\|0.92\|0.77\|154474;2026-08-18\|0.93\|8.14\|0.88\|1.00\|0.85\|130595;2026-08-19\|0.97\|4.30\|0.90\|1.04\|0.90\|123642;2026-08-20\|0.90\|-7.22\|0.95\|0.96\|0.89\|106164;2026-08-21\|0.90\|0.00\|0.92\|0.96\|0.90\|71178;2026-08-24\|0.92\|2.22\|0.89\|0.94\|0.89\|58866;2026-08-25\|0.92\|0.00\|0.92\|0.93\|0.90\|43640;2026-08-26\|0.92\|0.00\|0.94\|0.94\|0.90\|54245;2026-08-27\|0.93\|1.09\|0.92\|0.97\|0.90\|91873;2026-08-28\|0.91\|-2.15\|0.93\|0.94\|0.90\|78814;2026-08-31\|0.92\|1.10\|0.92\|0.93\|0.90\|64412;2026-09-01\|0.93\|1.09\|0.92\|0.93\|0.91\|45784;2026-09-02\|0.92\|-1.08\|0.93\|0.93\|0.90\|52258;2026-09-03\|0.89\|-3.26\|0.92\|0.92\|0.89\|58696;2026-09-04\|0.89\|0.00\|0.89\|0.90\|0.88\|40244;2026-09-07\|0.96\|7.87\|0.90\|1.05\|0.90\|104168;2026-09-08\|0.91\|-5.21\|0.96\|0.97\|0.88\|98091;2026-09-09\|0.73\|-19.78\|0.93\|0.95\|0.73\|233720;2026-09-10\|0.58\|-20.55\|0.58\|0.58\|0.58\|114102
121541	主板ST股涨跌幅调整至10%	科技产业园区+国资保壳+充电桩+ST板块行业原因： 1、据新华社，5月28日，国务院印发《城市更新“十五五”规划》。据多家机构测算，“十五五”期间城市更新市场总容量预计达15万亿元至20万亿元。 2、据上证报，5月，北京二手住房成交量超1.6万套，同比上涨约12%。至此，北京二手房成交量在4月之后，再次创下近5年同期新高。公司原因： 1、据2026年3月31日年报，公司科技产业园区业务以打造“一站式产业园区综合运营服务商”为目标，同时正通过租售并举等方式全力盘活存量房产。 2、据2026年5月13日投资者关系管理信息，针对保壳及重组关切，公司表示正积极寻求各种途径的支持，致力于改善经营状况，并保持与证监局沟通；据2025年年度报告，公司最终控制人为杭州市人民政府。 3、据2026年3月31日年报，公司智能充电及运营业务涵盖大功率重卡充电桩，已完成360KW-720KW超大功率风冷和全液冷超高压充电桩研发，并已对接星星充电等平台在上海、重庆投入运营。	全资子公司拟挂牌转让温岭祥泰27.5%股权	2026-05-07\|4.47\|-4.89\|4.61\|4.62\|4.47\|237073;2026-05-08\|4.69\|4.92\|4.45\|4.69\|4.43\|183229;2026-05-11\|4.60\|-1.92\|4.68\|4.72\|4.57\|129219;2026-05-12\|4.83\|5.00\|4.64\|4.83\|4.60\|147500;2026-05-13\|4.82\|-0.21\|4.95\|5.05\|4.76\|130529;2026-05-14\|4.77\|-1.04\|4.80\|5.05\|4.73\|109437;2026-05-15\|4.63\|-2.94\|4.79\|4.86\|4.58\|85522;2026-05-18\|4.86\|4.97\|4.63\|4.86\|4.59\|143807;2026-05-19\|5.10\|4.94\|4.94\|5.10\|4.94\|41046;2026-05-20\|5.25\|2.94\|5.35\|5.36\|5.19\|192260;2026-05-21\|4.99\|-4.95\|5.26\|5.32\|4.99\|109667;2026-05-22\|4.83\|-3.21\|5.00\|5.07\|4.76\|75954;2026-05-25\|4.62\|-4.35\|4.85\|4.92\|4.59\|105183;2026-05-26\|4.73\|2.38\|4.64\|4.84\|4.62\|86046;2026-05-27\|4.53\|-4.23\|4.73\|4.74\|4.49\|89574;2026-05-28\|4.55\|0.44\|4.53\|4.62\|4.47\|46271;2026-05-29\|4.62\|1.54\|4.52\|4.78\|4.50\|111717;2026-06-01\|4.85\|4.98\|4.52\|4.85\|4.51\|91449;2026-06-02\|4.88\|0.62\|4.90\|4.96\|4.75\|65438;2026-06-03\|4.84\|-0.82\|4.89\|4.96\|4.78\|59000;2026-06-04\|4.68\|-3.31\|4.83\|4.88\|4.61\|47059;2026-06-05\|4.54\|-2.99\|4.67\|4.71\|4.50\|66404;2026-06-08\|4.35\|-4.18\|4.45\|4.50\|4.31\|68930;2026-06-09\|4.14\|-4.83\|4.34\|4.34\|4.13\|70457;2026-06-10\|4.01\|-3.14\|4.10\|4.13\|3.95\|70232;2026-06-11\|4.21\|4.99\|4.08\|4.21\|4.08\|39366;2026-06-12\|4.10\|-2.61\|4.24\|4.29\|4.06\|72125;2026-06-15\|4.14\|0.98\|4.14\|4.26\|4.07\|44139;2026-06-16\|4.15\|0.24\|4.13\|4.16\|4.02\|34836;2026-06-17\|4.03\|-2.89\|4.13\|4.19\|4.01\|37153;2026-06-18\|3.89\|-3.47\|4.03\|4.03\|3.86\|45365;2026-06-22\|3.80\|-2.31\|3.89\|3.90\|3.70\|48118;2026-06-23\|3.77\|-0.79\|3.73\|3.91\|3.73\|31106;2026-06-24\|3.60\|-4.51\|3.78\|3.78\|3.58\|58330;2026-06-25\|3.54\|-1.67\|3.58\|3.67\|3.43\|58272;2026-06-26\|3.61\|1.98\|3.50\|3.64\|3.45\|27732;2026-06-29\|3.58\|-0.83\|3.62\|3.70\|3.51\|27802;2026-06-30\|3.76\|5.03\|3.62\|3.76\|3.58\|36986;2026-07-01\|3.95\|5.05\|3.91\|3.95\|3.84\|9471;2026-07-02\|4.15\|5.06\|4.15\|4.15\|4.00\|76732;2026-07-03\|4.36\|5.06\|4.30\|4.36\|4.28\|26953;2026-07-06\|4.61\|5.73\|4.37\|4.67\|4.29\|109009;2026-07-07\|4.17\|-9.54\|4.61\|4.62\|4.15\|90750;2026-07-08\|4.23\|1.44\|4.18\|4.38\|4.18\|60901;2026-07-09\|4.20\|-0.71\|4.23\|4.32\|4.10\|39946;2026-07-10\|4.39\|4.52\|4.25\|4.42\|4.16\|44929;2026-07-13\|4.21\|-4.10\|4.36\|4.40\|4.21\|33704;2026-07-14\|4.14\|-1.66\|4.17\|4.20\|4.07\|23018;2026-07-15\|4.09\|-1.21\|4.14\|4.20\|4.06\|20587;2026-07-16\|4.06\|-0.73\|4.09\|4.21\|4.03\|22129;2026-07-17\|3.84\|-5.42\|4.06\|4.11\|3.81\|47339;2026-07-20\|3.59\|-6.51\|3.87\|3.97\|3.49\|48650;2026-07-21\|3.70\|3.06\|3.62\|3.72\|3.50\|30374;2026-07-22\|3.77\|1.89\|3.70\|3.89\|3.64\|28656;2026-07-23\|3.81\|1.06\|3.75\|3.94\|3.71\|30219;2026-07-24\|3.67\|-3.67\|3.77\|3.80\|3.64\|21703;2026-07-27\|4.04\|10.08\|3.68\|4.04\|3.60\|34982;2026-07-28\|4.44\|9.90\|4.19\|4.44\|4.06\|107763;2026-07-29\|4.38\|-1.35\|4.47\|4.84\|4.28\|157688;2026-07-30\|4.24\|-3.20\|4.35\|4.55\|4.16\|73377;2026-07-31\|4.36\|2.83\|4.25\|4.40\|4.25\|42852;2026-08-03\|4.36\|0.00\|4.36\|4.54\|4.33\|38205;2026-08-04\|4.40\|0.92\|4.40\|4.42\|4.27\|34864;2026-08-05\|4.46\|1.36\|4.39\|4.55\|4.32\|45686;2026-08-06\|4.55\|2.02\|4.46\|4.73\|4.42\|58446;2026-08-07\|4.47\|-1.76\|4.59\|4.59\|4.43\|31509;2026-08-10\|4.32\|-3.36\|4.48\|4.48\|4.30\|35282;2026-08-11\|4.48\|3.70\|4.36\|4.59\|4.35\|42505;2026-08-12\|4.38\|-2.23\|4.44\|4.46\|4.35\|37638;2026-08-13\|4.26\|-2.74\|4.40\|4.40\|4.26\|27930;2026-08-14\|4.23\|-0.70\|4.29\|4.32\|4.21\|24127;2026-08-17\|4.27\|0.95\|4.23\|4.29\|4.20\|28716;2026-08-18\|4.23\|-0.94\|4.26\|4.27\|4.21\|17986;2026-08-19\|4.25\|0.47\|4.19\|4.35\|4.12\|50492;2026-08-20\|4.28\|0.71\|4.25\|4.32\|4.21\|28082;2026-08-21\|4.28\|0.00\|4.27\|4.32\|4.20\|20779;2026-08-24\|4.13\|-3.50\|4.26\|4.27\|4.10\|33403;2026-08-25\|4.28\|3.63\|4.13\|4.29\|4.10\|19909;2026-08-26\|4.26\|-0.47\|4.27\|4.30\|4.23\|16570;2026-08-27\|4.19\|-1.64\|4.26\|4.27\|4.19\|19013;2026-08-28\|4.49\|7.16\|4.18\|4.52\|4.18\|66015;2026-08-31\|4.49\|0.00\|4.47\|4.51\|4.38\|44110;2026-09-01\|4.51\|0.45\|4.48\|4.51\|4.42\|30227;2026-09-02\|4.70\|4.21\|4.50\|4.80\|4.43\|86671;2026-09-03\|4.56\|-2.98\|4.68\|4.78\|4.56\|41791;2026-09-04\|4.48\|-1.75\|4.55\|4.67\|4.46\|29540;2026-09-07\|4.53\|1.12\|4.49\|4.62\|4.49\|29405;2026-09-08\|4.55\|0.44\|4.54\|4.62\|4.53\|22808;2026-09-09\|5.01\|10.11\|4.57\|5.01\|4.55\|87368;2026-09-10\|5.06\|1.00\|5.21\|5.46\|4.93\|241875
121540	主板ST股涨跌幅调整至10%	智能制造+共享充电宝+退市风险博弈 1、据2025年年度报告，公司在智能制造领域新增智能共享充电宝硬件产品，旗下“环充侠”品牌充电宝配备智能广告屏，专注于产品的研发创新、生产与交付，全系产品通过国家3C认证。 2、据2025年年度报告，公司坚持“智能制造+新能源”双主业战略，智能制造板块以精密钣金结构件为基础，为客户提供智能装备解决方案；新能源业务涵盖光伏电池及组件。 3、据2026年6月26日严重异常波动公告及2026年7月16日半年度业绩预告，公司因2025年度净利润为负且营收低于3亿元、期末净资产为负，已被实施退市风险警示；预计2026年上半年净利润亏损3000万元至4400万元，存在终止上市风险。	参股公司海胶智能主要从事智能农业机器人研发、生产及销售等相关业务	2026-05-07\|3.07\|-4.95\|3.07\|3.07\|3.07\|9289;2026-05-08\|2.92\|-4.89\|2.92\|2.92\|2.92\|142557;2026-05-11\|3.07\|5.14\|2.93\|3.07\|2.93\|996155;2026-05-12\|3.22\|4.89\|3.22\|3.22\|3.19\|276203;2026-05-13\|3.38\|4.97\|3.38\|3.38\|3.38\|14473;2026-05-14\|3.55\|5.03\|3.55\|3.55\|3.55\|33820;2026-05-15\|3.73\|5.07\|3.73\|3.73\|3.73\|27216;2026-05-18\|3.92\|5.09\|3.92\|3.92\|3.92\|19869;2026-05-19\|4.12\|5.10\|4.12\|4.12\|4.12\|282672;2026-05-20\|4.33\|5.10\|4.33\|4.33\|4.33\|84952;2026-05-21\|4.50\|3.93\|4.33\|4.55\|4.16\|1345237;2026-05-22\|4.28\|-4.89\|4.28\|4.37\|4.28\|645434;2026-05-25\|4.49\|4.91\|4.49\|4.49\|4.49\|184925;2026-05-26\|4.71\|4.90\|4.71\|4.71\|4.42\|890769;2026-05-27\|4.82\|2.34\|4.55\|4.95\|4.47\|634531;2026-05-28\|4.58\|-4.98\|4.58\|4.74\|4.58\|554482;2026-05-29\|4.35\|-5.02\|4.57\|4.62\|4.35\|508342;2026-06-01\|4.57\|5.06\|4.30\|4.57\|4.16\|471981;2026-06-02\|4.60\|0.66\|4.80\|4.80\|4.58\|611638;2026-06-03\|4.37\|-5.00\|4.69\|4.72\|4.37\|556556;2026-06-04\|4.15\|-5.03\|4.28\|4.28\|4.15\|194695;2026-06-05\|4.05\|-2.41\|3.94\|4.17\|3.94\|485809;2026-06-08\|3.85\|-4.94\|3.90\|3.99\|3.85\|312684;2026-06-09\|3.66\|-4.94\|3.87\|4.04\|3.66\|652783;2026-06-10\|3.48\|-4.92\|3.48\|3.48\|3.48\|28177;2026-06-11\|3.31\|-4.89\|3.31\|3.47\|3.31\|445104;2026-06-12\|3.14\|-5.14\|3.34\|3.35\|3.14\|552257;2026-06-15\|3.06\|-2.55\|3.01\|3.17\|2.98\|447847;2026-06-16\|3.21\|4.90\|3.21\|3.21\|3.09\|548165;2026-06-17\|3.05\|-4.98\|3.17\|3.25\|3.05\|389116;2026-06-18\|2.90\|-4.92\|3.01\|3.05\|2.90\|440918;2026-06-22\|2.76\|-4.83\|2.86\|2.86\|2.76\|77423;2026-06-23\|2.62\|-5.07\|2.62\|2.76\|2.62\|432653;2026-06-24\|2.49\|-4.96\|2.49\|2.49\|2.49\|77569;2026-06-25\|2.37\|-4.82\|2.37\|2.37\|2.37\|9974;2026-06-26\|2.25\|-5.06\|2.25\|2.36\|2.25\|470354;2026-06-29\|2.14\|-4.89\|2.16\|2.17\|2.14\|63495;2026-06-30\|2.25\|5.14\|2.03\|2.25\|2.03\|710929;2026-07-01\|2.36\|4.89\|2.16\|2.36\|2.15\|368031;2026-07-02\|2.32\|-1.69\|2.42\|2.46\|2.24\|659728;2026-07-03\|2.20\|-5.17\|2.22\|2.26\|2.20\|429604;2026-07-06\|2.21\|0.45\|2.15\|2.38\|2.09\|424501;2026-07-07\|1.99\|-9.95\|2.10\|2.15\|1.99\|400951;2026-07-08\|2.00\|0.50\|1.81\|2.07\|1.79\|590336;2026-07-09\|1.93\|-3.50\|1.93\|2.03\|1.86\|415811;2026-07-10\|2.03\|5.18\|1.90\|2.04\|1.87\|406828;2026-07-13\|2.11\|3.94\|2.02\|2.15\|1.97\|503317;2026-07-14\|2.03\|-3.79\|2.10\|2.23\|2.01\|523060;2026-07-15\|1.83\|-9.85\|1.93\|1.97\|1.83\|569450;2026-07-16\|1.89\|3.28\|1.80\|1.95\|1.78\|455601;2026-07-17\|1.73\|-8.47\|1.87\|1.93\|1.72\|457611;2026-07-20\|1.56\|-9.83\|1.75\|1.77\|1.56\|529813;2026-07-21\|1.47\|-5.77\|1.51\|1.54\|1.40\|528154;2026-07-22\|1.45\|-1.36\|1.45\|1.53\|1.40\|408752;2026-07-23\|1.60\|10.34\|1.47\|1.60\|1.46\|420287;2026-07-24\|1.56\|-2.50\|1.64\|1.69\|1.55\|602219;2026-07-27\|1.72\|10.26\|1.56\|1.72\|1.52\|465839;2026-07-28\|1.77\|2.91\|1.72\|1.89\|1.71\|760671;2026-07-29\|1.95\|10.17\|1.77\|1.95\|1.76\|664556;2026-07-30\|1.76\|-9.74\|1.92\|1.92\|1.76\|688960;2026-07-31\|1.82\|3.41\|1.77\|1.90\|1.75\|538241;2026-08-03\|2.00\|9.89\|1.81\|2.00\|1.78\|667922;2026-08-04\|2.00\|0.00\|2.00\|2.10\|1.97\|665208;2026-08-05\|2.09\|4.50\|2.03\|2.09\|1.96\|521569;2026-08-06\|2.03\|-2.87\|2.12\|2.14\|1.98\|435321;2026-08-07\|1.94\|-4.43\|2.02\|2.04\|1.90\|421045;2026-08-10\|1.91\|-1.55\|1.95\|1.98\|1.87\|326570;2026-08-11\|1.99\|4.19\|1.93\|2.03\|1.88\|447782;2026-08-12\|1.98\|-0.50\|1.95\|2.06\|1.94\|403872;2026-08-13\|1.90\|-4.04\|1.96\|1.97\|1.88\|416942;2026-08-14\|1.85\|-2.63\|1.89\|1.92\|1.85\|296031;2026-08-17\|1.86\|0.54\|1.84\|1.88\|1.80\|254804;2026-08-18\|1.74\|-6.45\|1.83\|1.85\|1.73\|355834;2026-08-19\|1.70\|-2.30\|1.76\|1.82\|1.70\|331359;2026-08-20\|1.73\|1.76\|1.70\|1.77\|1.66\|300212;2026-08-21\|1.74\|0.58\|1.71\|1.76\|1.70\|288746;2026-08-24\|1.64\|-5.75\|1.71\|1.72\|1.64\|294951;2026-08-25\|1.80\|9.76\|1.65\|1.80\|1.63\|449445;2026-08-26\|1.84\|2.22\|1.82\|1.91\|1.77\|499325;2026-08-27\|1.77\|-3.80\|1.82\|1.82\|1.75\|321952;2026-08-28\|1.77\|0.00\|1.73\|1.82\|1.73\|268842;2026-08-31\|1.87\|5.65\|1.77\|1.93\|1.77\|389179;2026-09-01\|2.06\|10.16\|1.88\|2.06\|1.87\|499875;2026-09-02\|2.27\|10.19\|2.07\|2.27\|2.07\|688614;2026-09-03\|2.32\|2.20\|2.14\|2.33\|2.10\|747992;2026-09-04\|2.53\|9.05\|2.30\|2.54\|2.27\|705112;2026-09-07\|2.44\|-3.56\|2.35\|2.63\|2.33\|634149;2026-09-08\|2.29\|-6.15\|2.45\|2.56\|2.25\|669504;2026-09-09\|2.19\|-4.37\|2.33\|2.36\|2.13\|522774;2026-09-10\|2.41\|10.05\|2.23\|2.41\|2.20\|408066
121539	主板ST股涨跌幅调整至10%	ST板块+黄金珠宝+超跌反弹 1、据2026年7月16日异常波动公告，公司因涉嫌信息披露违法违规和未按规定披露定期报告被中国证监会立案调查，调查工作仍在进行中，公司尚未收到结论性意见或决定。 2、公司主营黄金珠宝全产业链业务，拥有“萃华金店”等品牌，并参股四川思特瑞锂业布局锂盐业务。 3、据2026年7月15日财闻报道，公司股票此前连续15日跌停，股价跌近70%，7月15日结束连续跌停，市场围绕退市风险警示下的短期超跌反弹进行博弈。	“中华老字号”珠宝企业，主营业务为珠宝饰品，兼营铂金和镶嵌饰品	2026-07-07\|3.92\|-9.89\|3.92\|3.92\|3.92\|1648;2026-07-08\|3.53\|-9.95\|3.53\|3.53\|3.53\|2579;2026-07-09\|3.18\|-9.91\|3.18\|3.18\|3.18\|2254;2026-07-10\|2.86\|-10.06\|2.86\|2.86\|2.86\|10032;2026-07-13\|2.57\|-10.14\|2.57\|2.57\|2.57\|6014;2026-07-14\|2.31\|-10.12\|2.31\|2.31\|2.31\|7198;2026-07-15\|2.09\|-9.52\|2.08\|2.31\|2.08\|886733;2026-07-16\|2.30\|10.05\|1.88\|2.30\|1.88\|808086;2026-07-17\|2.53\|10.00\|2.20\|2.53\|2.20\|746952;2026-07-20\|2.28\|-9.88\|2.60\|2.71\|2.28\|591727;2026-07-21\|2.05\|-10.09\|2.05\|2.05\|2.05\|63457;2026-07-22\|1.91\|-6.83\|1.85\|2.15\|1.85\|653176;2026-07-23\|1.83\|-4.19\|1.81\|1.93\|1.76\|551575;2026-07-24\|1.66\|-9.29\|1.79\|1.83\|1.65\|522187;2026-07-27\|1.83\|10.24\|1.67\|1.83\|1.67\|457098;2026-07-28\|1.78\|-2.73\|1.79\|1.93\|1.74\|527786;2026-07-29\|1.87\|5.06\|1.77\|1.95\|1.74\|506735;2026-07-30\|2.06\|10.16\|1.85\|2.06\|1.81\|587533;2026-07-31\|1.97\|-4.37\|1.98\|2.13\|1.94\|531892;2026-08-03\|1.96\|-0.51\|1.93\|2.01\|1.86\|355956;2026-08-04\|1.94\|-1.02\|1.98\|1.99\|1.91\|353480;2026-08-05\|1.99\|2.58\|1.83\|2.09\|1.78\|570951;2026-08-06\|1.88\|-5.53\|1.96\|2.00\|1.88\|376772;2026-08-07\|1.71\|-9.04\|1.69\|1.83\|1.69\|552853;2026-08-10\|1.64\|-4.09\|1.67\|1.71\|1.61\|345829;2026-08-11\|1.67\|1.83\|1.63\|1.72\|1.63\|324834;2026-08-12\|1.62\|-2.99\|1.65\|1.66\|1.57\|308905;2026-08-13\|1.68\|3.70\|1.61\|1.71\|1.59\|351808;2026-08-14\|1.58\|-5.95\|1.65\|1.66\|1.57\|277628;2026-08-17\|1.59\|0.63\|1.58\|1.63\|1.58\|186060;2026-08-18\|1.59\|0.00\|1.58\|1.67\|1.49\|385243;2026-08-19\|1.43\|-10.06\|1.43\|1.43\|1.43\|48388;2026-08-20\|1.29\|-9.79\|1.29\|1.38\|1.29\|599740;2026-08-21\|1.16\|-10.08\|1.16\|1.23\|1.16\|379493;2026-08-24\|1.28\|10.34\|1.04\|1.28\|1.04\|684560;2026-08-25\|1.15\|-10.16\|1.20\|1.31\|1.15\|608838;2026-08-26\|1.04\|-9.57\|1.04\|1.14\|1.04\|557382;2026-08-27\|0.94\|-9.62\|0.94\|0.94\|0.94\|92481;2026-08-28\|0.85\|-9.57\|0.85\|0.85\|0.85\|61391;2026-08-31\|0.77\|-9.41\|0.77\|0.77\|0.77\|118410
121538	主板ST股涨跌幅调整至10%	有机硅+减亏+ST博弈行业原因： 2025年11月起，有机硅行业会议推动协同减产，支撑现货价格。国投证券此前指出，伴随行业集中度提高以及“反内卷”升温，有机硅供给侧亦存在结构性优化机会。公司原因： 1、据2025年8月30日半年度报告，公司主营高温硅橡胶，产品含生胶、混炼胶、液体胶等230余牌号，应用于航空、电子、汽车、医疗等领域。 2、据2026年1月21日业绩预告，预计2025年度净利润亏损1600–2400万元，同比减亏38.53%–59.02%，主因下半年有机硅产品均价上涨及经营改善。 3、据2026年2月3日公告，投资者诉讼235件、涉案金额3007万元已全额计提，本期计提金额同比减少，减轻业绩拖累。	公司控股股东将变更为巨融科技	2026-05-07\|3.61\|0.84\|3.58\|3.65\|3.53\|105032;2026-05-08\|3.79\|4.99\|3.62\|3.79\|3.60\|114301;2026-05-11\|3.79\|0.00\|3.87\|3.93\|3.75\|164871;2026-05-12\|3.80\|0.26\|3.80\|3.91\|3.77\|94976;2026-05-13\|3.99\|5.00\|3.83\|3.99\|3.81\|111716;2026-05-14\|4.01\|0.50\|4.04\|4.15\|3.99\|174532;2026-05-15\|3.90\|-2.74\|4.01\|4.06\|3.82\|132175;2026-05-18\|4.01\|2.82\|3.87\|4.07\|3.81\|107563;2026-05-19\|4.03\|0.50\|4.03\|4.11\|3.95\|78695;2026-05-20\|3.96\|-1.74\|4.02\|4.03\|3.90\|57381;2026-05-21\|3.76\|-5.05\|3.95\|3.99\|3.76\|112219;2026-05-22\|3.83\|1.86\|3.77\|3.89\|3.74\|88183;2026-05-25\|3.67\|-4.18\|3.80\|3.85\|3.64\|117629;2026-05-26\|3.68\|0.27\|3.67\|3.74\|3.55\|116349;2026-05-27\|3.78\|2.72\|3.73\|3.84\|3.69\|111021;2026-05-28\|3.78\|0.00\|3.82\|3.97\|3.74\|160404;2026-05-29\|3.80\|0.53\|3.80\|3.88\|3.74\|86590;2026-06-01\|3.73\|-1.84\|3.70\|3.81\|3.70\|120849;2026-06-02\|3.73\|0.00\|3.74\|3.90\|3.70\|93435;2026-06-03\|3.69\|-1.07\|3.72\|3.75\|3.64\|77612;2026-06-04\|3.61\|-2.17\|3.72\|3.73\|3.55\|80172;2026-06-05\|3.77\|4.43\|3.58\|3.79\|3.58\|139063;2026-06-08\|3.66\|-2.92\|3.70\|3.85\|3.61\|106305;2026-06-09\|3.72\|1.64\|3.68\|3.72\|3.62\|40870;2026-06-10\|3.72\|0.00\|3.73\|3.76\|3.63\|40069;2026-06-11\|3.79\|1.88\|3.74\|3.85\|3.56\|82997;2026-06-12\|3.81\|0.53\|3.85\|3.85\|3.75\|40086;2026-06-15\|3.86\|1.31\|3.81\|3.95\|3.81\|67017;2026-06-16\|3.71\|-3.89\|3.81\|3.85\|3.70\|64214;2026-06-17\|3.70\|-0.27\|3.74\|3.75\|3.65\|50206;2026-06-18\|3.82\|3.24\|3.66\|3.82\|3.64\|64398;2026-06-22\|3.69\|-3.40\|3.85\|3.85\|3.63\|68360;2026-06-23\|3.87\|4.88\|3.72\|3.87\|3.69\|100424;2026-06-24\|3.99\|3.10\|3.90\|4.06\|3.89\|153636;2026-06-25\|3.79\|-5.01\|3.97\|3.99\|3.79\|107458;2026-06-26\|3.85\|1.58\|3.78\|3.87\|3.70\|67591;2026-06-29\|3.95\|2.60\|3.83\|4.04\|3.75\|114250;2026-06-30\|3.92\|-0.76\|3.91\|4.04\|3.86\|68474;2026-07-01\|4.05\|3.32\|3.88\|4.12\|3.88\|116704;2026-07-02\|4.20\|3.70\|4.06\|4.25\|4.00\|155066;2026-07-03\|4.20\|0.00\|4.15\|4.37\|4.12\|138511;2026-07-06\|4.24\|0.95\|4.20\|4.47\|4.16\|126401;2026-07-07\|3.82\|-9.91\|4.16\|4.20\|3.82\|177400;2026-07-08\|3.85\|0.79\|3.83\|3.92\|3.70\|99371;2026-07-09\|3.75\|-2.60\|3.85\|3.92\|3.73\|72733;2026-07-10\|3.77\|0.53\|3.72\|3.80\|3.69\|63545;2026-07-13\|3.55\|-5.84\|3.77\|3.77\|3.51\|91760;2026-07-14\|3.61\|1.69\|3.59\|3.68\|3.55\|54784;2026-07-15\|3.63\|0.55\|3.62\|3.66\|3.58\|41902;2026-07-16\|3.58\|-1.38\|3.63\|3.66\|3.57\|41404;2026-07-17\|3.34\|-6.70\|3.54\|3.60\|3.27\|113816;2026-07-20\|3.05\|-8.68\|3.39\|3.41\|3.01\|82279;2026-07-21\|3.09\|1.31\|3.07\|3.14\|2.94\|50232;2026-07-22\|3.00\|-2.91\|3.09\|3.14\|2.98\|36042;2026-07-23\|3.13\|4.33\|3.01\|3.13\|3.01\|39229;2026-07-24\|3.44\|9.90\|3.44\|3.44\|3.44\|14736;2026-07-27\|3.78\|9.88\|3.78\|3.78\|3.78\|7667;2026-07-28\|4.16\|10.05\|4.16\|4.16\|3.93\|321486;2026-07-29\|3.96\|-4.81\|4.16\|4.21\|3.84\|333910;2026-07-30\|3.66\|-7.58\|3.99\|4.07\|3.60\|263830;2026-07-31\|3.66\|0.00\|3.66\|3.78\|3.59\|177914;2026-08-03\|3.74\|2.19\|3.72\|3.85\|3.59\|140633;2026-08-04\|3.77\|0.80\|3.70\|3.79\|3.69\|103971;2026-08-05\|3.85\|2.12\|3.77\|3.89\|3.75\|104828;2026-08-06\|3.96\|2.86\|3.80\|4.14\|3.80\|164166;2026-08-07\|3.83\|-3.28\|3.93\|3.97\|3.76\|102033;2026-08-10\|3.82\|-0.26\|3.85\|3.85\|3.76\|73119;2026-08-11\|3.80\|-0.52\|3.81\|3.84\|3.78\|57271;2026-08-12\|3.90\|2.63\|3.86\|3.91\|3.80\|92634;2026-08-13\|3.76\|-3.59\|3.88\|3.90\|3.75\|87872;2026-08-14\|3.81\|1.33\|3.78\|3.84\|3.76\|56762;2026-08-17\|3.82\|0.26\|3.78\|3.83\|3.75\|59443;2026-08-18\|3.77\|-1.31\|3.80\|3.81\|3.74\|45549;2026-08-19\|3.69\|-2.12\|3.76\|3.76\|3.68\|52215;2026-08-20\|3.74\|1.35\|3.71\|3.75\|3.68\|30090;2026-08-21\|3.82\|2.14\|3.71\|3.84\|3.68\|62899;2026-08-24\|3.77\|-1.31\|3.83\|3.85\|3.73\|36625;2026-08-25\|3.87\|2.65\|3.81\|3.91\|3.77\|69105;2026-08-26\|3.85\|-0.52\|3.87\|3.87\|3.81\|53628;2026-08-27\|3.82\|-0.78\|3.83\|3.85\|3.80\|54083;2026-08-28\|3.87\|1.31\|3.83\|3.89\|3.81\|58682;2026-08-31\|3.97\|2.58\|3.86\|3.97\|3.83\|64433;2026-09-01\|4.05\|2.02\|3.94\|4.13\|3.93\|104494;2026-09-02\|4.00\|-1.23\|4.03\|4.05\|3.95\|58418;2026-09-03\|3.90\|-2.50\|4.00\|4.03\|3.89\|71394;2026-09-04\|3.90\|0.00\|3.92\|3.95\|3.88\|52456;2026-09-07\|3.93\|0.77\|3.91\|3.95\|3.88\|32572;2026-09-08\|3.99\|1.53\|3.91\|4.03\|3.90\|44775;2026-09-09\|3.97\|-0.50\|3.98\|4.04\|3.93\|53212;2026-09-10\|3.93\|-1.01\|3.95\|3.96\|3.91\|30380
121537	新版基药目录落地；多家公司宣布出海重磅合作	创新药+阿尔茨海默+一季报扭亏行业原因：渤海证券指出，近期多家医药上市公司开启股份回购，增强市场信心，释放价值低估信号，看好行业筑底修复机遇。同时，长期看好国产创新药发展趋势。中信建投指出，AI重塑制药逻辑的底层变革与商业化加速突破。公司原因： 1、据2026年4月29日年报，公司积极布局改良型新药品种，推动产品布局由普通仿制药向创新药转变，其中2.2类新药艾司奥美拉唑镁碳酸氢钠干混悬剂I已获得药物临床试验批件。 2、据2025年年报，公司核心品种注射用石杉碱甲适用于良性记忆障碍，对痴呆患者和脑器质性病变引起的记忆障碍亦有改善作用。 3、据2026年4月29日公告，公司2026年第一季度实现营收8653.59万元，同比增长72.65%；归母净利润295.59万元，同比实现扭亏为盈。	公司主导产品涵盖肠外营养药、抗感染药和消化系统药三大领域	2026-05-07\|4.45\|-1.55\|4.53\|4.56\|4.42\|154785;2026-05-08\|4.53\|1.80\|4.47\|4.56\|4.45\|113906;2026-05-11\|4.68\|3.31\|4.55\|4.69\|4.46\|199714;2026-05-12\|4.47\|-4.49\|4.70\|4.70\|4.45\|149576;2026-05-13\|4.48\|0.22\|4.49\|4.59\|4.44\|111695;2026-05-14\|4.43\|-1.12\|4.52\|4.52\|4.40\|88338;2026-05-15\|4.37\|-1.35\|4.41\|4.46\|4.35\|89210;2026-05-18\|4.36\|-0.23\|4.38\|4.39\|4.31\|71748;2026-05-19\|4.39\|0.69\|4.34\|4.43\|4.34\|59106;2026-05-20\|4.36\|-0.68\|4.36\|4.41\|4.29\|80334;2026-05-21\|4.26\|-2.29\|4.33\|4.52\|4.24\|123151;2026-05-22\|4.30\|0.94\|4.28\|4.33\|4.18\|97117;2026-05-25\|4.34\|0.93\|4.31\|4.40\|4.25\|102232;2026-05-26\|4.22\|-2.77\|4.35\|4.35\|4.18\|105148;2026-05-27\|4.13\|-2.13\|4.24\|4.24\|4.04\|103217;2026-05-28\|4.17\|0.97\|4.11\|4.20\|4.07\|76730;2026-05-29\|4.12\|-1.20\|4.19\|4.19\|4.09\|81270;2026-06-01\|4.31\|4.61\|4.12\|4.35\|4.06\|146602;2026-06-02\|4.22\|-2.09\|4.26\|4.34\|4.17\|87503;2026-06-03\|4.26\|0.95\|4.20\|4.30\|4.15\|103927;2026-06-04\|4.07\|-4.46\|4.25\|4.25\|4.01\|133910;2026-06-05\|4.07\|0.00\|4.11\|4.17\|4.01\|103629;2026-06-08\|4.48\|10.07\|4.03\|4.48\|4.01\|416379;2026-06-09\|4.69\|4.69\|4.49\|4.75\|4.34\|662401;2026-06-10\|4.61\|-1.71\|4.59\|4.72\|4.44\|366079;2026-06-11\|4.57\|-0.87\|4.65\|4.79\|4.53\|219777;2026-06-12\|4.69\|2.63\|4.64\|4.72\|4.49\|235635;2026-06-15\|4.73\|0.85\|4.64\|4.75\|4.60\|201542;2026-06-16\|4.74\|0.21\|4.72\|4.86\|4.64\|178526;2026-06-17\|4.82\|1.69\|4.69\|4.83\|4.62\|161227;2026-06-18\|4.85\|0.62\|4.77\|4.89\|4.70\|150339;2026-06-22\|5.05\|4.12\|4.85\|5.05\|4.72\|214838;2026-06-23\|5.56\|10.10\|5.05\|5.56\|4.98\|370013;2026-06-24\|5.74\|3.24\|5.68\|5.88\|5.36\|740225;2026-06-25\|5.61\|-2.26\|5.43\|6.02\|5.43\|672797;2026-06-26\|5.54\|-1.25\|5.72\|5.74\|5.40\|375062;2026-06-29\|5.46\|-1.44\|5.54\|5.64\|5.21\|447699;2026-06-30\|5.67\|3.85\|5.31\|5.98\|5.26\|658654;2026-07-01\|5.81\|2.47\|5.63\|5.88\|5.46\|415620;2026-07-02\|6.06\|4.30\|5.71\|6.16\|5.70\|482534;2026-07-03\|6.12\|0.99\|6.06\|6.14\|5.85\|444171;2026-07-06\|5.97\|-2.45\|6.04\|6.32\|5.94\|381536;2026-07-07\|6.06\|1.51\|5.82\|6.26\|5.62\|412136;2026-07-08\|6.04\|-0.33\|6.10\|6.15\|5.89\|237606;2026-07-09\|6.16\|1.99\|5.96\|6.16\|5.82\|253719;2026-07-10\|6.18\|0.32\|6.10\|6.45\|6.01\|413311;2026-07-13\|6.80\|10.03\|6.30\|6.80\|6.15\|663554;2026-07-14\|7.40\|8.82\|6.74\|7.48\|6.46\|1016507;2026-07-15\|8.11\|9.59\|7.15\|8.13\|7.01\|1043715;2026-07-16\|7.30\|-9.99\|7.75\|8.40\|7.30\|936891;2026-07-17\|6.57\|-10.00\|6.57\|6.85\|6.57\|295523;2026-07-20\|5.91\|-10.05\|5.91\|6.08\|5.91\|224133;2026-07-21\|5.32\|-9.98\|5.32\|5.32\|5.32\|119163;2026-07-22\|5.45\|2.44\|4.99\|5.77\|4.99\|840053;2026-07-23\|5.29\|-2.94\|5.21\|5.50\|5.09\|609762;2026-07-24\|4.97\|-6.05\|5.20\|5.41\|4.92\|506356;2026-07-27\|5.33\|7.24\|4.90\|5.47\|4.90\|639198;2026-07-28\|5.20\|-2.44\|5.28\|5.52\|5.16\|497385;2026-07-29\|5.20\|0.00\|5.21\|5.30\|5.08\|338069;2026-07-30\|5.04\|-3.08\|5.20\|5.30\|4.99\|286768;2026-07-31\|5.39\|6.94\|5.04\|5.46\|4.99\|319166;2026-08-03\|5.46\|1.30\|5.39\|5.47\|5.26\|171849;2026-08-04\|5.64\|3.30\|5.48\|5.67\|5.46\|202700;2026-08-05\|5.72\|1.42\|5.75\|5.84\|5.58\|213701;2026-08-06\|5.89\|2.97\|5.77\|5.90\|5.60\|201600;2026-08-07\|6.21\|5.43\|5.83\|6.27\|5.80\|289323;2026-08-10\|6.14\|-1.13\|6.25\|6.38\|5.97\|327272;2026-08-11\|6.18\|0.65\|6.07\|6.31\|6.06\|215950;2026-08-12\|6.20\|0.32\|6.10\|6.33\|6.10\|168807;2026-08-13\|6.29\|1.45\|6.22\|6.43\|6.16\|234862;2026-08-14\|6.29\|0.00\|6.30\|6.41\|6.13\|184923;2026-08-17\|6.36\|1.11\|6.30\|6.45\|6.15\|234285;2026-08-18\|6.20\|-2.52\|6.40\|6.42\|6.15\|169556;2026-08-19\|5.90\|-4.84\|6.20\|6.20\|5.84\|177929;2026-08-20\|6.05\|2.54\|6.00\|6.45\|6.00\|315802;2026-08-21\|5.48\|-9.42\|6.08\|6.09\|5.46\|436985;2026-08-24\|5.39\|-1.64\|5.53\|5.67\|5.26\|365166;2026-08-25\|5.60\|3.90\|5.31\|5.72\|5.31\|284964;2026-08-26\|5.48\|-2.14\|5.59\|5.68\|5.46\|242398;2026-08-27\|5.56\|1.46\|5.46\|5.60\|5.43\|284845;2026-08-28\|5.49\|-1.26\|5.56\|5.65\|5.49\|183398;2026-08-31\|5.34\|-2.73\|5.40\|5.45\|5.29\|180478;2026-09-01\|5.38\|0.75\|5.36\|5.44\|5.30\|130858;2026-09-02\|5.41\|0.56\|5.36\|5.44\|5.27\|136289;2026-09-03\|5.37\|-0.74\|5.41\|5.58\|5.33\|276324;2026-09-04\|5.22\|-2.79\|5.38\|5.46\|5.17\|258806;2026-09-07\|5.27\|0.96\|5.25\|5.42\|5.20\|212555;2026-09-08\|5.35\|1.52\|5.23\|5.35\|5.20\|144420;2026-09-09\|5.29\|-1.12\|5.39\|5.40\|5.25\|112269;2026-09-10\|5.29\|0.00\|5.25\|5.44\|5.21\|166279
121536	新版基药目录落地；多家公司宣布出海重磅合作	创新药CRO+实验猴涨价+股权激励行业原因：医药行业上市公司近期掀起回购潮，仅在今年二季度，已有超百家医药A股或H股上市公司披露回购或股份增持计划。公司原因： 1、据2026年5月19日业绩说明会及2026年4月30日一季报，公司2026年第一季度新签订单9.1亿元，同比大增111.6%；在手订单达31亿元，同比增长40.9%，连续两个季度高速增长。 2、据2026年5月19日业绩说明会及2026年5月26日互动易，非人灵长类实验动物市场价格回升，一季度带来生物资产公允价值变动收益2.46亿元；目前食蟹猴供应仍偏紧，需求回暖对利润形成积极贡献。 3、据2026年6月5日公告，公司董事会同意以19.17元/股的价格向280名激励对象授予316.23万股限制性股票，绑定核心人才助力长期发展。 4、据2026年5月19日机构调研，公司专注药物非临床安全性评价30年，具备NMPA、FDA、OECD等GLP资质，在ADC、细胞基因治疗等前沿领域保持国内领先地位。	国内创新药龙头，预计上半年净利润同比增长884.9%-1377.4%，报告期内，生物资产市场价格上涨叠加自身自然生长增值，双重因素驱动其公允价值正向变动，为公司业绩做出积极贡献	2026-05-07\|39.37\|-0.83\|39.70\|40.79\|38.85\|319501;2026-05-08\|38.61\|-1.93\|39.50\|39.85\|38.20\|247011;2026-05-11\|40.13\|3.94\|38.21\|40.58\|37.71\|431202;2026-05-12\|39.20\|-2.32\|39.90\|41.16\|38.70\|405030;2026-05-13\|39.48\|0.71\|39.10\|40.00\|37.33\|315323;2026-05-14\|37.95\|-3.88\|39.46\|39.96\|37.92\|279290;2026-05-15\|39.96\|5.30\|38.12\|41.75\|37.80\|650543;2026-05-18\|39.17\|-1.98\|39.98\|40.40\|38.90\|355930;2026-05-19\|38.43\|-1.89\|39.52\|40.90\|36.52\|392575;2026-05-20\|38.88\|1.17\|38.08\|39.68\|38.08\|308952;2026-05-21\|42.77\|10.01\|38.89\|42.77\|38.89\|607065;2026-05-22\|41.35\|-3.32\|42.47\|43.00\|40.46\|571069;2026-05-25\|40.94\|-0.99\|41.95\|42.99\|40.00\|383207;2026-05-26\|37.48\|-8.45\|40.70\|40.92\|36.90\|552942;2026-05-27\|36.84\|-1.71\|36.99\|37.24\|34.40\|425317;2026-05-28\|36.46\|-1.03\|36.70\|37.95\|35.78\|239759;2026-05-29\|35.17\|-3.54\|36.29\|37.19\|35.09\|286802;2026-06-01\|33.56\|-4.58\|34.67\|36.08\|33.50\|278209;2026-06-02\|32.97\|-1.76\|33.36\|33.76\|32.32\|201385;2026-06-03\|33.71\|2.24\|32.90\|34.48\|32.50\|194204;2026-06-04\|33.42\|-0.86\|33.56\|33.98\|33.00\|118353;2026-06-05\|32.60\|-2.45\|34.07\|34.35\|32.36\|216344;2026-06-08\|31.37\|-3.77\|31.61\|32.80\|31.00\|161994;2026-06-09\|31.43\|0.19\|31.68\|31.68\|30.70\|133375;2026-06-10\|31.91\|1.53\|31.22\|32.18\|31.22\|147201;2026-06-11\|31.39\|-1.63\|31.58\|32.44\|31.15\|136854;2026-06-12\|32.52\|3.60\|31.60\|32.93\|30.80\|190564;2026-06-15\|32.74\|0.68\|32.60\|32.85\|31.92\|185246;2026-06-16\|32.38\|-1.10\|32.70\|32.74\|31.91\|152797;2026-06-17\|32.42\|0.12\|32.28\|32.90\|32.10\|134637;2026-06-18\|35.66\|9.99\|32.30\|35.66\|32.20\|275854;2026-06-22\|36.67\|2.83\|35.03\|36.85\|34.13\|359057;2026-06-23\|36.53\|-0.38\|36.66\|38.28\|36.03\|328717;2026-06-24\|38.08\|4.24\|36.42\|39.05\|36.40\|374878;2026-06-25\|38.61\|1.39\|37.57\|39.21\|37.20\|302499;2026-06-26\|37.08\|-3.96\|38.01\|39.59\|36.56\|259899;2026-06-29\|39.60\|6.80\|37.08\|40.38\|37.08\|414588;2026-06-30\|38.22\|-3.19\|39.27\|39.47\|38.13\|311249;2026-07-01\|40.94\|7.12\|37.58\|41.37\|36.84\|446268;2026-07-02\|39.62\|-3.22\|40.45\|42.50\|39.51\|356545;2026-07-03\|40.56\|2.37\|40.33\|40.66\|38.85\|309919;2026-07-06\|41.24\|1.68\|39.80\|43.58\|39.22\|471351;2026-07-07\|39.23\|-4.87\|40.30\|40.77\|38.66\|352191;2026-07-08\|37.90\|-3.39\|39.23\|40.32\|37.66\|291280;2026-07-09\|39.29\|3.67\|37.80\|40.17\|37.28\|274516;2026-07-10\|43.22\|10.00\|38.65\|43.22\|38.64\|535749;2026-07-13\|43.01\|-0.49\|44.12\|46.85\|42.75\|683313;2026-07-14\|46.02\|7.00\|43.11\|46.43\|40.01\|691172;2026-07-15\|50.62\|10.00\|50.62\|50.62\|47.73\|436727;2026-07-16\|53.25\|5.20\|51.58\|55.68\|50.98\|1233037;2026-07-17\|47.93\|-9.99\|51.00\|51.97\|47.93\|402351;2026-07-20\|47.00\|-1.94\|43.14\|48.48\|43.14\|945019;2026-07-21\|49.12\|4.51\|44.28\|49.40\|42.50\|780795;2026-07-22\|48.06\|-2.16\|48.00\|51.00\|47.74\|717132;2026-07-23\|48.49\|0.89\|47.82\|51.35\|47.82\|598219;2026-07-24\|45.26\|-6.66\|47.83\|48.49\|45.22\|561169;2026-07-27\|49.70\|9.81\|44.40\|49.79\|44.40\|778411;2026-07-28\|45.57\|-8.31\|49.49\|49.99\|45.04\|693845;2026-07-29\|43.94\|-3.58\|46.35\|46.93\|42.06\|574712;2026-07-30\|40.05\|-8.85\|43.93\|44.00\|40.00\|552894;2026-07-31\|41.54\|3.72\|40.10\|43.50\|40.09\|467934;2026-08-03\|41.05\|-1.18\|41.10\|43.28\|40.42\|346998;2026-08-04\|44.35\|8.04\|42.35\|45.16\|42.24\|615557;2026-08-05\|46.30\|4.40\|43.77\|47.00\|43.76\|458828;2026-08-06\|46.26\|-0.09\|47.00\|47.18\|44.85\|435444;2026-08-07\|50.89\|10.01\|46.20\|50.89\|46.20\|595285;2026-08-10\|52.80\|3.75\|53.00\|55.45\|51.21\|947831;2026-08-11\|51.20\|-3.03\|52.47\|53.47\|50.92\|641770;2026-08-12\|51.15\|-0.10\|50.77\|52.60\|50.29\|432507;2026-08-13\|51.90\|1.47\|50.50\|53.54\|50.29\|538042;2026-08-14\|51.30\|-1.16\|51.00\|52.11\|49.95\|399131;2026-08-17\|53.48\|4.25\|50.77\|53.75\|50.28\|491621;2026-08-18\|53.90\|0.79\|53.08\|54.53\|52.80\|403471;2026-08-19\|49.80\|-7.61\|52.90\|54.50\|49.51\|463087;2026-08-20\|52.57\|5.56\|52.00\|54.78\|49.50\|704388;2026-08-21\|49.27\|-6.28\|50.24\|51.46\|48.66\|519079;2026-08-24\|46.39\|-5.85\|49.26\|50.19\|45.50\|367930;2026-08-25\|48.29\|4.10\|46.00\|48.88\|45.20\|374172;2026-08-26\|46.91\|-2.86\|48.50\|49.77\|46.61\|273101;2026-08-27\|48.14\|2.62\|47.07\|48.15\|46.51\|270412;2026-08-28\|47.54\|-1.25\|48.00\|51.51\|47.50\|369352;2026-08-31\|46.47\|-2.25\|45.88\|46.65\|45.07\|306328;2026-09-01\|45.18\|-2.78\|46.41\|46.89\|44.00\|334819;2026-09-02\|44.60\|-1.28\|45.18\|45.66\|44.03\|287703;2026-09-03\|44.60\|0.00\|44.88\|44.99\|43.76\|261980;2026-09-04\|42.94\|-3.72\|44.72\|44.94\|42.63\|272099;2026-09-07\|42.82\|-0.28\|42.95\|43.39\|42.50\|173841;2026-09-08\|43.62\|1.87\|42.92\|43.99\|42.17\|360560;2026-09-09\|43.74\|0.28\|43.00\|44.08\|42.36\|292407;2026-09-10\|42.57\|-2.67\|43.40\|43.61\|42.04\|225635
121535	新版基药目录落地；多家公司宣布出海重磅合作	CPHI展会+创新药+甾体激素行业原因：渤海证券指出，近期多家医药上市公司开启股份回购，增强市场信心，释放价值低估信号，看好行业筑底修复机遇。同时，长期看好国产创新药发展趋势。中信建投指出，AI重塑制药逻辑的底层变革与商业化加速突破。公司原因： 1、据津药药业官微2026年6月22日报道，公司在2026上海CPHI展会上与全球合作伙伴围绕产业链协同、制剂海外注册等达成多项合作意向，进一步拓展了国际合作空间；据2026年6月11日业绩说明会，公司推动注射用甲泼尼龙琥珀酸钠等核心产品海外市场突破，该产品已获多米尼加注册证书。 2、据2026年6月23日同花顺数据，创新药板块盘初冲高，公司关联创新药概念；据2025年9月5日互动易，公司创新研究院负责创新药项目，JYSW003项目适应症为银屑病，前期研究显示药效明显，目前正按合同正常推进。 3、据2025年半年报及年报，公司是国内较早研制并生产甾体激素类原料药的企业，亚洲重要的皮质激素类药物研发、生产与出口基地，主营业务为甾体激素类、氨基酸类原料药及制剂的研发、生产和销售。	公司创新研究院JYSW003银屑病创新药项目正按合同推进，前期药效与安全性表现良好	2026-05-07\|5.97\|1.19\|5.90\|6.04\|5.81\|827044;2026-05-08\|6.00\|0.50\|5.96\|6.26\|5.96\|802426;2026-05-11\|6.60\|10.00\|6.00\|6.60\|5.83\|1439639;2026-05-12\|7.26\|10.00\|6.65\|7.26\|6.55\|2154748;2026-05-13\|7.20\|-0.83\|7.38\|7.89\|7.11\|2645714;2026-05-14\|7.79\|8.19\|7.06\|7.92\|6.90\|2493668;2026-05-15\|7.01\|-10.01\|7.19\|7.20\|7.01\|402000;2026-05-18\|6.31\|-9.99\|6.31\|6.47\|6.31\|471278;2026-05-19\|6.00\|-4.91\|5.77\|6.35\|5.77\|1668797;2026-05-20\|5.91\|-1.50\|6.00\|6.34\|5.78\|1355700;2026-05-21\|5.66\|-4.23\|5.86\|6.04\|5.64\|1328117;2026-05-22\|5.42\|-4.24\|5.64\|5.68\|5.35\|1076617;2026-05-25\|5.24\|-3.32\|5.38\|5.46\|5.16\|874598;2026-05-26\|5.04\|-3.82\|5.18\|5.18\|4.95\|661590;2026-05-27\|5.15\|2.18\|5.02\|5.42\|4.85\|1380187;2026-05-28\|5.04\|-2.14\|5.00\|5.08\|4.93\|767819;2026-05-29\|5.54\|9.92\|5.00\|5.54\|4.95\|1212666;2026-06-01\|5.66\|2.17\|5.51\|5.81\|5.45\|1377559;2026-06-02\|5.44\|-3.89\|5.53\|5.76\|5.26\|1172883;2026-06-03\|5.46\|0.37\|5.38\|5.49\|5.23\|889935;2026-06-04\|5.46\|0.00\|5.50\|5.66\|5.35\|1160498;2026-06-05\|5.17\|-5.31\|5.67\|5.81\|5.15\|1114981;2026-06-08\|5.69\|10.06\|5.00\|5.69\|5.00\|943193;2026-06-09\|5.43\|-4.57\|5.69\|5.75\|5.35\|1203531;2026-06-10\|5.23\|-3.68\|5.38\|5.46\|5.20\|789086;2026-06-11\|5.08\|-2.87\|5.25\|5.60\|5.05\|983543;2026-06-12\|4.76\|-6.30\|5.02\|5.07\|4.63\|979636;2026-06-15\|4.85\|1.89\|4.70\|4.89\|4.60\|693825;2026-06-16\|4.77\|-1.65\|4.80\|4.80\|4.66\|514524;2026-06-17\|4.60\|-3.56\|4.76\|4.78\|4.57\|590680;2026-06-18\|4.55\|-1.09\|4.59\|4.69\|4.45\|685048;2026-06-22\|4.52\|-0.66\|4.54\|4.55\|4.36\|660338;2026-06-23\|4.97\|9.96\|4.57\|4.97\|4.53\|1472883;2026-06-24\|4.98\|0.20\|4.87\|5.33\|4.76\|1562368;2026-06-25\|4.69\|-5.82\|4.84\|4.88\|4.50\|1107612;2026-06-26\|4.40\|-6.18\|4.67\|4.71\|4.40\|755220;2026-06-29\|4.84\|10.00\|4.43\|4.84\|4.25\|944947;2026-06-30\|4.83\|-0.21\|4.89\|5.07\|4.75\|1201262;2026-07-01\|5.10\|5.59\|4.83\|5.12\|4.69\|1245385;2026-07-02\|5.37\|5.29\|5.10\|5.50\|5.00\|1665057;2026-07-03\|5.22\|-2.79\|5.33\|5.50\|5.01\|1297487;2026-07-06\|5.45\|4.41\|5.01\|5.69\|4.89\|1406709;2026-07-07\|4.99\|-8.44\|5.28\|5.30\|4.92\|1064000;2026-07-08\|5.49\|10.02\|5.07\|5.49\|4.81\|1851475;2026-07-09\|5.29\|-3.64\|5.11\|5.55\|5.11\|1509922;2026-07-10\|5.58\|5.48\|5.18\|5.78\|5.13\|1559866;2026-07-13\|6.07\|8.78\|5.52\|6.11\|5.52\|1827306;2026-07-14\|6.47\|7.48\|5.75\|6.62\|5.61\|1850085;2026-07-15\|6.98\|7.88\|6.13\|7.10\|6.13\|1840389;2026-07-16\|6.45\|-7.59\|6.92\|7.35\|6.30\|2040833;2026-07-17\|5.81\|-9.92\|6.13\|6.27\|5.81\|664365;2026-07-20\|5.23\|-9.98\|5.23\|5.58\|5.23\|1291527;2026-07-21\|5.06\|-3.25\|5.00\|5.17\|4.71\|1432665;2026-07-22\|5.08\|0.40\|4.91\|5.30\|4.88\|1167009;2026-07-23\|5.13\|0.98\|4.97\|5.18\|4.94\|931437;2026-07-24\|4.84\|-5.65\|5.05\|5.17\|4.82\|844148;2026-07-27\|5.32\|9.92\|4.88\|5.32\|4.76\|810526;2026-07-28\|5.25\|-1.32\|5.38\|5.62\|5.20\|1444203;2026-07-29\|5.24\|-0.19\|5.25\|5.41\|5.16\|904693;2026-07-30\|5.00\|-4.58\|5.24\|5.39\|4.98\|1044974;2026-07-31\|5.16\|3.20\|4.89\|5.20\|4.88\|832764;2026-08-03\|5.24\|1.55\|5.16\|5.26\|5.11\|553547;2026-08-04\|5.47\|4.39\|5.38\|5.54\|5.32\|741100;2026-08-05\|5.55\|1.46\|5.47\|5.59\|5.40\|696758;2026-08-06\|5.86\|5.59\|5.59\|5.93\|5.38\|1517865;2026-08-07\|5.91\|0.85\|5.72\|6.25\|5.68\|1715469;2026-08-10\|6.20\|4.91\|5.87\|6.47\|5.86\|1611368;2026-08-11\|5.93\|-4.35\|6.01\|6.11\|5.91\|1232828;2026-08-12\|5.95\|0.34\|5.81\|6.18\|5.79\|977578;2026-08-13\|5.95\|0.00\|5.93\|6.14\|5.76\|1174872;2026-08-14\|5.88\|-1.18\|5.91\|6.04\|5.77\|737598;2026-08-17\|6.02\|2.38\|5.96\|6.07\|5.61\|812350;2026-08-18\|6.15\|2.16\|6.01\|6.18\|5.99\|869137;2026-08-19\|5.86\|-4.72\|6.09\|6.20\|5.84\|736842;2026-08-20\|5.91\|0.85\|6.00\|6.11\|5.86\|894968;2026-08-21\|5.51\|-6.77\|5.76\|5.76\|5.45\|866320;2026-08-24\|5.17\|-6.17\|5.51\|5.51\|5.15\|582324;2026-08-25\|5.45\|5.42\|5.16\|5.55\|5.07\|706373;2026-08-26\|5.38\|-1.28\|5.36\|5.56\|5.32\|517912;2026-08-27\|5.70\|5.95\|5.35\|5.92\|5.32\|1357485;2026-08-28\|5.60\|-1.75\|5.70\|5.75\|5.55\|887471;2026-08-31\|5.32\|-5.00\|5.51\|5.55\|5.29\|639792;2026-09-01\|5.43\|2.07\|5.30\|5.48\|5.26\|564522;2026-09-02\|5.32\|-2.03\|5.41\|5.42\|5.31\|350792;2026-09-03\|5.23\|-1.69\|5.31\|5.36\|5.19\|311283;2026-09-04\|5.15\|-1.53\|5.24\|5.26\|5.11\|330513;2026-09-07\|5.21\|1.17\|5.18\|5.21\|5.12\|234685;2026-09-08\|5.31\|1.92\|5.21\|5.32\|5.16\|367613;2026-09-09\|5.36\|0.94\|5.26\|5.60\|5.18\|926865;2026-09-10\|5.90\|10.07\|5.90\|5.90\|5.68\|1894130
121534	新版基药目录落地；多家公司宣布出海重磅合作	创新药+脑机接口+海南自贸区+国企行业原因：据中信建投证券6月30日研报，2026年开年以来海南离岛免税销售表现稳健，端午假期购物金额与人次均实现同比增长，免税渠道核心品类价格优势逐步体现，验证封关后海南作为优质消费渠道的发展潜力。公司原因： 1、据2026年6月25日异常波动公告，公司抗肝纤维化创新药氟非尼酮胶囊已完成II期临床试验，III期临床正按计划推进；抗癫痫创新药派恩加滨片已完成IIa期，IIb期临床试验正按计划推进。 2、据2025年半年报及力声特2025年4月18日官微，公司联营企业上海力声特医学科技有限公司参股35.42%主营人工耳蜗，该技术被誉为目前最成功的脑机接口。 3、据2025年年报及2026年5月13日业绩说明会，公司依托海南自贸港政策优势，产品出口至多个国家和地区，并代销新西兰AFT公司大健康产品，已在天猫、抖音等平台销售。 4、公司实控人为国务院国有资产监督管理委员会，为国有企业。	海南本地股，主营中西成药、精细化工产品、化学原料药、保健品及与医药工业相配套的进出口贸易	2026-05-07\|4.95\|-0.80\|5.01\|5.02\|4.91\|266514;2026-05-08\|5.05\|2.02\|4.95\|5.13\|4.94\|388943;2026-05-11\|5.05\|0.00\|5.05\|5.08\|4.96\|312720;2026-05-12\|4.89\|-3.17\|5.04\|5.04\|4.87\|371690;2026-05-13\|4.92\|0.61\|4.87\|4.97\|4.77\|323293;2026-05-14\|4.68\|-4.88\|4.92\|4.92\|4.68\|390753;2026-05-15\|4.58\|-2.14\|4.68\|4.71\|4.58\|267185;2026-05-18\|4.56\|-0.44\|4.58\|4.60\|4.54\|180790;2026-05-19\|4.55\|-0.22\|4.55\|4.60\|4.45\|201401;2026-05-20\|4.38\|-3.74\|4.55\|4.55\|4.35\|301285;2026-05-21\|4.27\|-2.51\|4.38\|4.43\|4.25\|259203;2026-05-22\|4.28\|0.23\|4.28\|4.33\|4.23\|213252;2026-05-25\|4.23\|-1.17\|4.27\|4.31\|4.17\|240575;2026-05-26\|4.17\|-1.42\|4.23\|4.24\|4.10\|230880;2026-05-27\|4.07\|-2.40\|4.17\|4.18\|4.02\|246657;2026-05-28\|4.10\|0.74\|4.06\|4.15\|4.03\|247709;2026-05-29\|4.11\|0.24\|4.11\|4.20\|4.09\|254673;2026-06-01\|4.18\|1.70\|4.11\|4.21\|4.06\|218888;2026-06-02\|4.08\|-2.39\|4.16\|4.18\|4.02\|197996;2026-06-03\|4.08\|0.00\|4.11\|4.12\|4.04\|151725;2026-06-04\|3.97\|-2.70\|4.06\|4.08\|3.93\|226692;2026-06-05\|3.99\|0.50\|3.97\|4.06\|3.94\|221009;2026-06-08\|3.88\|-2.76\|3.92\|4.03\|3.82\|236296;2026-06-09\|3.90\|0.52\|3.92\|3.95\|3.80\|203695;2026-06-10\|3.85\|-1.28\|3.86\|3.91\|3.78\|193314;2026-06-11\|3.79\|-1.56\|3.82\|3.86\|3.75\|152775;2026-06-12\|3.88\|2.37\|3.82\|3.90\|3.74\|248113;2026-06-15\|3.85\|-0.77\|3.88\|3.99\|3.81\|226176;2026-06-16\|3.87\|0.52\|3.85\|3.89\|3.73\|214956;2026-06-17\|3.78\|-2.33\|3.87\|3.90\|3.75\|195143;2026-06-18\|3.77\|-0.26\|3.79\|3.90\|3.69\|280832;2026-06-22\|3.71\|-1.59\|3.75\|3.75\|3.56\|329723;2026-06-23\|4.08\|9.97\|3.79\|4.08\|3.78\|282450;2026-06-24\|4.49\|10.05\|4.33\|4.49\|4.33\|503356;2026-06-25\|4.59\|2.23\|4.69\|4.93\|4.30\|1707985;2026-06-26\|4.13\|-10.02\|4.55\|4.58\|4.13\|964120;2026-06-29\|4.54\|9.93\|4.02\|4.54\|3.93\|983439;2026-06-30\|4.99\|9.91\|4.64\|4.99\|4.56\|1880191;2026-07-01\|5.49\|10.02\|4.90\|5.49\|4.77\|2074936;2026-07-02\|6.04\|10.02\|5.99\|6.04\|5.95\|1235872;2026-07-03\|6.14\|1.66\|6.22\|6.56\|5.71\|3587792;2026-07-06\|6.43\|4.72\|5.69\|6.73\|5.60\|3498224;2026-07-07\|5.79\|-9.95\|5.79\|5.79\|5.79\|318614;2026-07-08\|5.21\|-10.02\|5.21\|5.78\|5.21\|2933581;2026-07-09\|4.73\|-9.21\|4.74\|5.10\|4.69\|2726316;2026-07-10\|4.95\|4.65\|4.58\|5.19\|4.45\|2745726;2026-07-13\|4.78\|-3.43\|4.94\|5.12\|4.77\|2158010;2026-07-14\|4.68\|-2.09\|4.66\|4.76\|4.36\|1831265;2026-07-15\|5.15\|10.04\|4.45\|5.15\|4.41\|1086271;2026-07-16\|5.67\|10.10\|5.31\|5.67\|5.26\|2949555;2026-07-17\|5.10\|-10.05\|5.68\|6.00\|5.10\|3097903;2026-07-20\|4.78\|-6.27\|4.59\|5.06\|4.59\|2245704;2026-07-21\|4.74\|-0.84\|4.74\|4.78\|4.30\|2017596;2026-07-22\|5.21\|9.92\|4.67\|5.21\|4.62\|1425757;2026-07-23\|5.09\|-2.30\|5.21\|5.28\|4.95\|1982404;2026-07-24\|4.82\|-5.30\|5.08\|5.30\|4.75\|1825330;2026-07-27\|5.30\|9.96\|4.87\|5.30\|4.70\|851506;2026-07-28\|5.83\|10.00\|5.60\|5.83\|5.50\|807111;2026-07-29\|5.41\|-7.20\|5.71\|5.73\|5.25\|2596728;2026-07-30\|5.95\|9.98\|5.45\|5.95\|5.40\|3655394;2026-07-31\|5.86\|-1.51\|5.36\|6.01\|5.36\|3313287;2026-08-03\|5.67\|-3.24\|5.77\|5.84\|5.51\|1965158;2026-08-04\|5.86\|3.35\|5.74\|5.92\|5.70\|2418604;2026-08-05\|6.13\|4.61\|5.77\|6.23\|5.70\|2818520;2026-08-06\|5.85\|-4.57\|6.02\|6.12\|5.80\|2416404;2026-08-07\|5.99\|2.39\|5.80\|6.19\|5.62\|2662263;2026-08-10\|6.05\|1.00\|6.11\|6.58\|6.03\|3132461;2026-08-11\|5.86\|-3.14\|5.97\|6.15\|5.82\|2348168;2026-08-12\|5.85\|-0.17\|5.78\|6.06\|5.72\|1732513;2026-08-13\|5.69\|-2.73\|5.75\|5.89\|5.59\|1899559;2026-08-14\|5.45\|-4.22\|5.62\|5.73\|5.36\|1584348;2026-08-17\|5.46\|0.18\|5.46\|5.49\|5.26\|1176383;2026-08-18\|5.29\|-3.11\|5.45\|5.59\|5.28\|1250314;2026-08-19\|5.02\|-5.10\|5.27\|5.28\|4.95\|1157622;2026-08-20\|5.18\|3.19\|5.24\|5.45\|5.12\|1395932;2026-08-21\|4.84\|-6.56\|5.00\|5.04\|4.73\|1143730;2026-08-24\|4.52\|-6.61\|4.84\|4.88\|4.50\|897253;2026-08-25\|4.97\|9.96\|4.50\|4.97\|4.47\|1017138;2026-08-26\|5.03\|1.21\|4.97\|5.20\|4.94\|1984344;2026-08-27\|5.05\|0.40\|4.98\|5.16\|4.93\|1446282;2026-08-28\|5.04\|-0.20\|5.00\|5.09\|4.91\|1063772;2026-08-31\|4.95\|-1.79\|4.93\|5.00\|4.85\|864463;2026-09-01\|5.08\|2.63\|4.94\|5.10\|4.91\|978253;2026-09-02\|4.98\|-1.97\|5.12\|5.15\|4.94\|595286;2026-09-03\|4.91\|-1.41\|4.97\|4.99\|4.86\|550303;2026-09-04\|4.88\|-0.61\|4.92\|4.96\|4.83\|554012;2026-09-07\|4.92\|0.82\|4.90\|4.92\|4.82\|384163;2026-09-08\|4.99\|1.42\|4.92\|5.03\|4.86\|670033;2026-09-09\|4.88\|-2.20\|4.98\|4.98\|4.86\|524339;2026-09-10\|4.79\|-1.84\|4.84\|4.85\|4.73\|470897
121533	新版基药目录落地；多家公司宣布出海重磅合作	医药零售+医药流通+黑龙江国资行业原因：国金证券指出，药店行业持续出清，已进入存量“大鱼吃小鱼”阶段，龙头公司门店调整已进入尾声，可通过并购、加盟等不断提升市占率，且部分龙头公司同店表现回暖，叠加降本增效，基本面有望持续改善。公司原因： 1、公司是黑龙江省最大的医药商业公司，主营业务涵盖医药批发、医药零售及医药物流，旗下拥有直营门店及“人民同泰”等零售品牌，开展医药电商相关业务。 2、据2026年4月11日年报，公司持续推进DTP专业药房与院边店布局，强化药事服务能力，截至2026年一季报披露，零售板块收入同比增长13.99%，DTP业务拓展及线上线下渠道融合带动增长。 3、据2026年7月11日公告及2026年4月11日年报，公司控股股东为哈药集团股份有限公司，实控人为无实际控制人。	黑龙江省内最大的医药商业公司，哈药集团医疗商业上市平台	2026-05-07\|9.81\|-0.41\|9.84\|9.85\|9.75\|61265;2026-05-08\|9.82\|0.10\|9.80\|9.85\|9.76\|54692;2026-05-11\|10.02\|2.04\|9.84\|10.09\|9.73\|150374;2026-05-12\|9.86\|-1.60\|9.99\|10.07\|9.83\|101367;2026-05-13\|9.76\|-1.01\|9.91\|9.94\|9.72\|82218;2026-05-14\|9.47\|-2.97\|9.76\|9.79\|9.46\|79532;2026-05-15\|9.29\|-1.90\|9.45\|9.47\|9.24\|57804;2026-05-18\|9.18\|-1.18\|9.29\|9.33\|9.10\|52665;2026-05-19\|9.26\|0.87\|9.18\|9.29\|9.15\|36057;2026-05-20\|9.10\|-1.73\|9.24\|9.26\|9.02\|42104;2026-05-21\|8.78\|-3.52\|9.06\|9.16\|8.73\|69205;2026-05-22\|8.94\|1.82\|8.82\|8.99\|8.79\|52106;2026-05-25\|8.87\|-0.78\|8.94\|9.06\|8.76\|40913;2026-05-26\|8.75\|-1.35\|8.89\|8.89\|8.66\|46427;2026-05-27\|8.60\|-1.71\|8.75\|8.75\|8.50\|53959;2026-05-28\|8.60\|0.00\|8.62\|8.65\|8.44\|43943;2026-05-29\|8.71\|1.28\|8.61\|8.83\|8.50\|65774;2026-06-01\|8.87\|1.84\|8.68\|8.90\|8.60\|52873;2026-06-02\|8.75\|-1.35\|8.86\|8.92\|8.65\|46707;2026-06-03\|8.70\|-0.57\|8.80\|8.80\|8.58\|40294;2026-06-04\|8.53\|-1.95\|8.62\|8.71\|8.44\|36872;2026-06-05\|8.61\|0.94\|8.52\|8.75\|8.52\|49035;2026-06-08\|8.39\|-2.56\|8.45\|8.61\|8.28\|50731;2026-06-09\|8.46\|0.83\|8.40\|8.53\|8.26\|43759;2026-06-10\|8.37\|-1.06\|8.45\|8.51\|8.29\|39770;2026-06-11\|8.28\|-1.08\|8.33\|8.42\|8.15\|37805;2026-06-12\|8.40\|1.45\|8.28\|8.43\|8.25\|53503;2026-06-15\|8.47\|0.83\|8.40\|8.55\|8.40\|40592;2026-06-16\|8.49\|0.24\|8.45\|8.50\|8.27\|46485;2026-06-17\|8.29\|-2.36\|8.49\|8.50\|8.27\|39171;2026-06-18\|8.21\|-0.96\|8.20\|8.33\|8.12\|41068;2026-06-22\|8.12\|-1.10\|8.20\|8.20\|7.84\|63120;2026-06-23\|8.40\|3.45\|8.01\|8.61\|8.00\|93521;2026-06-24\|8.16\|-2.86\|8.31\|8.42\|8.09\|56347;2026-06-25\|8.05\|-1.35\|8.09\|8.14\|7.86\|55476;2026-06-26\|7.76\|-3.60\|8.00\|8.04\|7.73\|61196;2026-06-29\|7.95\|2.45\|7.76\|7.99\|7.54\|82260;2026-06-30\|7.76\|-2.39\|7.88\|7.96\|7.67\|63488;2026-07-01\|8.04\|3.61\|7.70\|8.08\|7.65\|79044;2026-07-02\|8.13\|1.12\|7.99\|8.33\|7.98\|75964;2026-07-03\|8.40\|3.32\|8.10\|8.44\|8.10\|77212;2026-07-06\|8.33\|-0.83\|8.36\|8.47\|8.27\|63045;2026-07-07\|8.00\|-3.96\|8.23\|8.27\|7.98\|58515;2026-07-08\|8.03\|0.38\|8.00\|8.23\|7.89\|45411;2026-07-09\|7.97\|-0.75\|7.95\|8.15\|7.81\|53585;2026-07-10\|8.16\|2.38\|7.92\|8.25\|7.84\|71127;2026-07-13\|8.17\|0.12\|8.11\|8.26\|8.08\|67788;2026-07-14\|8.99\|10.04\|8.16\|8.99\|8.06\|115575;2026-07-15\|9.89\|10.01\|9.25\|9.89\|9.15\|245954;2026-07-16\|10.40\|5.16\|10.01\|10.87\|10.01\|645290;2026-07-17\|9.36\|-10.00\|9.60\|9.86\|9.36\|242547;2026-07-20\|8.75\|-6.52\|8.42\|9.09\|8.42\|461675;2026-07-21\|9.01\|2.97\|8.52\|9.03\|8.43\|341171;2026-07-22\|8.99\|-0.22\|8.61\|9.38\|8.61\|268435;2026-07-23\|9.04\|0.56\|8.98\|9.17\|8.73\|197638;2026-07-24\|8.52\|-5.75\|8.90\|8.97\|8.50\|177094;2026-07-27\|9.37\|9.98\|8.45\|9.37\|8.41\|120949;2026-07-28\|9.25\|-1.28\|9.45\|9.76\|9.19\|292578;2026-07-29\|9.05\|-2.16\|9.25\|9.39\|9.00\|212847;2026-07-30\|9.31\|2.87\|9.05\|9.35\|8.97\|304973;2026-07-31\|9.24\|-0.75\|8.90\|9.27\|8.79\|215716;2026-08-03\|9.31\|0.76\|9.18\|9.32\|9.12\|161960;2026-08-04\|9.63\|3.44\|9.50\|9.68\|9.33\|289928;2026-08-05\|9.41\|-2.28\|9.50\|9.54\|9.28\|261063;2026-08-06\|10.35\|9.99\|9.39\|10.35\|9.24\|281058;2026-08-07\|10.32\|-0.29\|10.30\|11.35\|10.09\|610272;2026-08-10\|10.54\|2.13\|10.27\|10.88\|10.27\|495347;2026-08-11\|10.74\|1.90\|10.20\|10.95\|10.18\|467524;2026-08-12\|10.69\|-0.47\|10.62\|10.99\|10.37\|370024;2026-08-13\|10.75\|0.56\|10.56\|11.55\|10.38\|425709;2026-08-14\|11.83\|10.05\|10.67\|11.83\|10.30\|509593;2026-08-17\|11.54\|-2.45\|12.34\|12.79\|10.98\|622806;2026-08-18\|11.90\|3.12\|11.27\|12.69\|11.27\|742449;2026-08-19\|10.71\|-10.00\|11.66\|11.80\|10.71\|385614;2026-08-20\|10.27\|-4.11\|10.32\|11.10\|10.06\|489487;2026-08-21\|9.62\|-6.33\|9.74\|10.05\|9.52\|382207;2026-08-24\|9.22\|-4.16\|9.62\|9.74\|9.15\|243224;2026-08-25\|10.14\|9.98\|9.20\|10.14\|9.10\|425537;2026-08-26\|10.18\|0.39\|10.16\|10.44\|10.01\|402657;2026-08-27\|10.58\|3.93\|10.13\|10.77\|10.13\|433764;2026-08-28\|10.31\|-2.55\|10.47\|10.52\|10.29\|248356;2026-08-31\|10.11\|-1.94\|10.16\|10.43\|9.98\|193423;2026-09-01\|10.47\|3.56\|10.05\|10.65\|10.00\|237857;2026-09-02\|10.23\|-2.29\|10.37\|10.53\|10.17\|144387;2026-09-03\|10.02\|-2.05\|10.21\|10.24\|9.91\|144110;2026-09-04\|10.08\|0.60\|10.02\|10.28\|9.91\|149214;2026-09-07\|10.14\|0.60\|10.10\|10.30\|10.03\|135504;2026-09-08\|10.32\|1.78\|10.15\|10.44\|10.01\|187793;2026-09-09\|9.96\|-3.49\|10.25\|10.27\|9.85\|170464;2026-09-10\|9.73\|-2.31\|9.85\|9.90\|9.69\|110830
121532	新版基药目录落地；多家公司宣布出海重磅合作	中药+医疗器械+国企行业原因：据上证报，国务院关于《中医药振兴发展“十五五”规划》的批复7月10日对外发布。规划坚持中西医并重，坚持守正创新，遵循中医药规律和特点，完善中医药传承创新发展机制，加快推进中医药现代化，推动中医药走向世界。公司原因： 1、据2026年4月17日业绩说明会，公司核心产品为独家品种宣肺止嗽合剂和元胡止痛滴丸，宣肺止嗽合剂位列2025年Q1-Q3中国公立医疗机构终端止咳祛痰平喘中成药品牌TOP20第6位；元胡止痛滴丸是国家医保甲类药品，连续多年纳入《国家基本药物目录基层版》。 2、据2026年4月17日业绩说明会，公司三类医疗器械血液透析浓缩液粉产品已正式投产，目前进入市场推广起步阶段，首先以甘肃市场为主进行开发推广。 3、据2025年年度报告及资料，公司实际控制人为甘肃省人民政府国有资产监督管理委员会，属于国有企业。	公司主打产品元胡止痛滴丸为国家中药二级保护品种，具有镇痛、镇静、催眠等作用	2026-05-07\|9.25\|-0.64\|9.29\|9.37\|9.25\|64059;2026-05-08\|9.34\|0.97\|9.28\|9.35\|9.25\|62159;2026-05-11\|9.39\|0.54\|9.36\|9.40\|9.24\|85040;2026-05-12\|9.04\|-3.73\|9.35\|9.36\|9.02\|89190;2026-05-13\|9.12\|0.89\|9.10\|9.19\|9.02\|47121;2026-05-14\|8.96\|-1.75\|9.18\|9.18\|8.92\|51322;2026-05-15\|8.81\|-1.67\|8.99\|9.00\|8.74\|51791;2026-05-18\|8.83\|0.23\|8.80\|8.86\|8.70\|48166;2026-05-19\|8.86\|0.34\|8.86\|8.95\|8.74\|37493;2026-05-20\|8.69\|-1.92\|8.86\|8.86\|8.62\|40412;2026-05-21\|8.44\|-2.88\|8.75\|8.83\|8.41\|48111;2026-05-22\|8.54\|1.43\|8.54\|8.56\|8.32\|41387;2026-05-25\|8.45\|-1.05\|8.55\|8.64\|8.35\|42150;2026-05-26\|8.23\|-2.60\|8.43\|8.44\|8.13\|50393;2026-05-27\|8.13\|-1.22\|8.22\|8.26\|7.98\|43712;2026-05-28\|8.07\|-0.74\|8.11\|8.16\|7.90\|46253;2026-05-29\|8.04\|-0.37\|8.07\|8.14\|7.99\|44387;2026-06-01\|8.17\|1.62\|7.93\|8.24\|7.93\|45318;2026-06-02\|7.99\|-2.20\|8.16\|8.24\|7.93\|43018;2026-06-03\|7.81\|-2.25\|7.98\|7.99\|7.76\|65584;2026-06-04\|7.63\|-2.30\|7.76\|7.83\|7.57\|52806;2026-06-05\|7.72\|1.18\|7.64\|7.81\|7.57\|42996;2026-06-08\|7.56\|-2.07\|7.59\|7.81\|7.44\|49794;2026-06-09\|7.65\|1.19\|7.56\|7.78\|7.46\|38955;2026-06-10\|7.58\|-0.92\|7.60\|7.66\|7.45\|36998;2026-06-11\|7.46\|-1.58\|7.55\|7.62\|7.33\|39146;2026-06-12\|7.62\|2.14\|7.50\|7.64\|7.39\|40620;2026-06-15\|7.63\|0.13\|7.62\|7.77\|7.56\|44523;2026-06-16\|7.60\|-0.39\|7.62\|7.63\|7.43\|45538;2026-06-17\|7.39\|-2.76\|7.60\|7.60\|7.34\|50892;2026-06-18\|7.33\|-0.81\|7.39\|7.44\|7.25\|42527;2026-06-22\|7.36\|0.41\|7.30\|7.39\|7.00\|62510;2026-06-23\|7.59\|3.12\|7.30\|7.84\|7.26\|84904;2026-06-24\|7.39\|-2.63\|7.59\|7.71\|7.37\|72782;2026-06-25\|7.26\|-1.76\|7.33\|7.36\|7.12\|61098;2026-06-26\|6.95\|-4.27\|7.22\|7.23\|6.93\|54746;2026-06-29\|7.24\|4.17\|6.95\|7.28\|6.78\|80685;2026-06-30\|7.08\|-2.21\|7.18\|7.24\|6.96\|61650;2026-07-01\|7.41\|4.66\|7.05\|7.44\|6.99\|87495;2026-07-02\|7.47\|0.81\|7.44\|7.64\|7.35\|79089;2026-07-03\|7.60\|1.74\|7.59\|7.64\|7.40\|74899;2026-07-06\|7.60\|0.00\|7.61\|7.74\|7.54\|81849;2026-07-07\|7.33\|-3.55\|7.55\|7.55\|7.32\|57578;2026-07-08\|7.55\|3.00\|7.35\|7.99\|7.22\|142479;2026-07-09\|7.39\|-2.12\|7.47\|7.62\|7.23\|114624;2026-07-10\|7.50\|1.49\|7.29\|7.62\|7.20\|106540;2026-07-13\|9.00\|20.00\|7.81\|9.00\|7.79\|528881;2026-07-14\|10.47\|16.33\|8.84\|10.50\|8.80\|902139;2026-07-15\|10.80\|3.15\|10.01\|11.50\|10.01\|909286;2026-07-16\|11.58\|7.22\|10.49\|11.89\|9.81\|975108;2026-07-17\|10.03\|-13.39\|11.04\|11.58\|9.90\|803806;2026-07-20\|12.04\|20.04\|9.80\|12.04\|9.53\|1129542;2026-07-21\|13.80\|14.62\|12.46\|13.82\|11.55\|1194166;2026-07-22\|13.26\|-3.91\|13.02\|14.00\|12.80\|978745;2026-07-23\|12.85\|-3.09\|12.65\|13.39\|12.34\|785448;2026-07-24\|11.18\|-13.00\|12.55\|12.67\|11.11\|832283;2026-07-27\|13.42\|20.04\|10.67\|13.42\|10.67\|794064;2026-07-28\|14.25\|6.18\|14.82\|15.62\|14.00\|1111881;2026-07-29\|13.21\|-7.30\|14.01\|14.60\|12.95\|847129;2026-07-30\|13.37\|1.21\|13.62\|15.24\|13.06\|1044608;2026-07-31\|13.73\|2.69\|13.03\|14.50\|11.90\|918089;2026-08-03\|12.67\|-7.72\|13.70\|14.31\|12.55\|844802;2026-08-04\|13.18\|4.03\|13.13\|13.73\|12.81\|800327;2026-08-05\|13.61\|3.26\|13.10\|13.61\|12.57\|942945;2026-08-06\|14.90\|9.48\|13.30\|15.58\|12.60\|1175569;2026-08-07\|16.43\|10.27\|14.60\|17.00\|14.20\|1115740;2026-08-10\|15.88\|-3.35\|16.65\|16.92\|15.50\|981339;2026-08-11\|15.70\|-1.13\|15.54\|16.95\|15.54\|934963;2026-08-12\|15.77\|0.45\|15.81\|17.50\|15.70\|901539;2026-08-13\|18.92\|19.97\|15.50\|18.92\|14.68\|1030215;2026-08-14\|18.90\|-0.11\|18.92\|19.30\|17.81\|1013047;2026-08-17\|20.23\|7.04\|19.25\|20.53\|18.60\|928069;2026-08-18\|19.35\|-4.35\|20.74\|20.96\|18.68\|793883;2026-08-19\|18.39\|-4.96\|19.00\|20.49\|18.23\|894435;2026-08-20\|18.57\|0.98\|19.10\|19.98\|18.00\|857829;2026-08-21\|18.35\|-1.18\|17.70\|19.00\|16.88\|694571;2026-08-24\|16.70\|-8.99\|18.68\|18.88\|16.26\|761250;2026-08-25\|16.77\|0.42\|16.72\|17.87\|15.80\|677467;2026-08-26\|17.14\|2.21\|16.80\|18.00\|15.69\|790978;2026-08-27\|17.30\|0.93\|16.90\|17.78\|16.50\|795349;2026-08-28\|15.05\|-13.01\|16.72\|16.73\|14.88\|852896;2026-08-31\|13.94\|-7.38\|14.47\|14.59\|13.61\|647697;2026-09-01\|13.97\|0.22\|13.91\|14.27\|13.68\|536574;2026-09-02\|13.56\|-2.93\|13.90\|14.01\|13.47\|421438;2026-09-03\|13.40\|-1.18\|13.51\|13.60\|13.21\|325876;2026-09-04\|13.20\|-1.49\|13.40\|13.51\|13.05\|291425;2026-09-07\|13.49\|2.20\|13.20\|13.61\|13.07\|345727;2026-09-08\|13.78\|2.15\|13.41\|14.25\|13.26\|694224;2026-09-09\|13.24\|-3.92\|13.56\|13.72\|13.15\|439398;2026-09-10\|12.53\|-5.36\|13.07\|13.18\|12.40\|404511
121531	新版基药目录落地；多家公司宣布出海重磅合作	中成药集采+中药全产业链行业原因：湘财证券6月21日研报指出，第二批全国中药饮片集采及第四批全国中成药集采两大中药集采落地，长期有助于头部企业提升市占率，行业竞争格局加速重塑。同时，药店、渠道库存经过近两年消化有所改善、内需政策发力预期增强，有望带动终端动销回暖。公司原因： 1、据2026年5月13日互动易，公司核心产品注射用血塞通、注射用双黄连等14个品规中选全国中成药集采，覆盖心脑血管、抗病毒等领域，锁定全国4.2万余家医疗机构基础采购量。 2、据2025年年度报告，公司业务覆盖中药研发、生产、销售及中药材全产业链，形成了涵盖心脑血管、抗病毒、呼吸系统等领域的产品矩阵，全资子公司亳州中药材商品交易中心深化产地直采模式。 3、据2026年6月24日互动易，公司控股股东质押股份未出现强制平仓情形；且公司在股价异常波动后核查确认，公司经营秩序、外部市场环境均正常，未发生应披露而未披露的重大事项。	公司拥有小儿热速清糖浆，可用于小儿外感风热所致的感冒	2026-05-07\|7.09\|-1.66\|7.21\|7.22\|7.06\|128320;2026-05-08\|7.26\|2.40\|7.16\|7.35\|7.12\|154238;2026-05-11\|7.29\|0.41\|7.24\|7.43\|7.21\|149284;2026-05-12\|7.23\|-0.82\|7.26\|7.32\|7.02\|233514;2026-05-13\|7.38\|2.07\|7.21\|7.61\|7.20\|193740;2026-05-14\|7.26\|-1.63\|7.33\|7.40\|7.12\|199210;2026-05-15\|7.28\|0.28\|7.24\|7.38\|7.19\|149001;2026-05-18\|7.29\|0.14\|7.34\|7.44\|7.21\|112687;2026-05-19\|7.28\|-0.14\|7.28\|7.35\|7.17\|89164;2026-05-20\|7.67\|5.36\|7.28\|7.69\|7.23\|337905;2026-05-21\|7.57\|-1.30\|7.65\|7.85\|7.50\|257979;2026-05-22\|7.66\|1.19\|7.56\|7.73\|7.46\|253458;2026-05-25\|7.91\|3.26\|7.66\|8.00\|7.65\|269594;2026-05-26\|7.88\|-0.38\|7.91\|8.00\|7.69\|209779;2026-05-27\|7.45\|-5.46\|7.84\|7.91\|7.38\|197436;2026-05-28\|7.38\|-0.94\|7.38\|7.52\|7.34\|96315;2026-05-29\|7.15\|-3.12\|7.37\|7.42\|7.12\|131926;2026-06-01\|7.19\|0.56\|7.11\|7.25\|6.94\|79229;2026-06-02\|6.91\|-3.89\|7.18\|7.20\|6.80\|132327;2026-06-03\|6.78\|-1.88\|6.85\|6.90\|6.72\|74880;2026-06-04\|6.67\|-1.62\|6.77\|6.94\|6.65\|114973;2026-06-05\|7.00\|4.95\|6.71\|7.09\|6.71\|186181;2026-06-08\|6.61\|-5.57\|6.91\|7.05\|6.58\|159671;2026-06-09\|6.67\|0.91\|6.61\|6.75\|6.48\|103108;2026-06-10\|6.52\|-2.25\|6.65\|6.67\|6.47\|80077;2026-06-11\|5.95\|-8.74\|6.48\|6.54\|5.87\|237562;2026-06-12\|6.00\|0.84\|5.90\|6.00\|5.67\|230582;2026-06-15\|5.92\|-1.33\|5.94\|6.23\|5.86\|147829;2026-06-16\|5.48\|-7.43\|5.89\|5.91\|5.39\|334643;2026-06-17\|5.08\|-7.30\|5.43\|5.45\|5.05\|379904;2026-06-18\|4.68\|-7.87\|5.16\|5.16\|4.65\|613751;2026-06-22\|4.96\|5.98\|4.74\|5.00\|4.43\|591526;2026-06-23\|4.79\|-3.43\|5.00\|5.08\|4.79\|570100;2026-06-24\|4.56\|-4.80\|4.90\|5.16\|4.55\|487502;2026-06-25\|4.54\|-0.44\|4.79\|4.92\|4.51\|539268;2026-06-26\|4.28\|-5.73\|4.55\|4.56\|4.24\|374706;2026-06-29\|4.46\|4.21\|4.33\|4.58\|4.21\|451375;2026-06-30\|4.38\|-1.79\|4.47\|4.64\|4.35\|408272;2026-07-01\|4.82\|10.05\|4.44\|4.82\|4.37\|330052;2026-07-02\|4.76\|-1.24\|4.82\|5.04\|4.73\|524134;2026-07-03\|4.79\|0.63\|4.80\|4.98\|4.67\|363616;2026-07-06\|4.77\|-0.42\|4.74\|4.90\|4.71\|293713;2026-07-07\|4.65\|-2.52\|4.76\|4.83\|4.57\|279524;2026-07-08\|4.67\|0.43\|4.66\|4.76\|4.55\|266031;2026-07-09\|4.62\|-1.07\|4.67\|4.76\|4.55\|253053;2026-07-10\|4.78\|3.46\|4.57\|4.88\|4.47\|316060;2026-07-13\|4.87\|1.88\|4.77\|4.95\|4.77\|445066;2026-07-14\|4.82\|-1.03\|4.80\|4.89\|4.61\|313757;2026-07-15\|4.98\|3.32\|4.75\|5.10\|4.75\|522725;2026-07-16\|5.48\|10.04\|4.92\|5.48\|4.87\|462683;2026-07-17\|6.03\|10.04\|5.70\|6.03\|5.56\|1044793;2026-07-20\|5.75\|-4.64\|5.46\|6.00\|5.43\|1017656;2026-07-21\|6.17\|7.30\|5.57\|6.23\|5.29\|1050251;2026-07-22\|5.91\|-4.21\|5.89\|6.25\|5.70\|947184;2026-07-23\|6.50\|9.98\|5.72\|6.50\|5.58\|1076439;2026-07-24\|5.85\|-10.00\|6.60\|6.70\|5.85\|1021463;2026-07-27\|6.44\|10.09\|5.49\|6.44\|5.42\|958011;2026-07-28\|6.88\|6.83\|6.33\|7.08\|6.33\|1672669;2026-07-29\|6.38\|-7.27\|6.68\|6.95\|6.20\|1253926;2026-07-30\|6.07\|-4.86\|6.45\|6.72\|6.01\|958122;2026-07-31\|6.17\|1.65\|5.76\|6.25\|5.76\|756866;2026-08-03\|6.06\|-1.78\|6.17\|6.25\|6.01\|459995;2026-08-04\|6.67\|10.07\|6.12\|6.67\|6.11\|672569;2026-08-05\|6.60\|-1.05\|6.81\|6.82\|6.51\|886444;2026-08-06\|6.44\|-2.42\|6.59\|6.77\|6.30\|870472;2026-08-07\|7.08\|9.94\|6.32\|7.08\|6.28\|1324173;2026-08-10\|7.06\|-0.28\|7.08\|7.40\|7.00\|1453647;2026-08-11\|6.92\|-1.98\|6.91\|7.08\|6.81\|826701;2026-08-12\|6.88\|-0.58\|6.82\|7.23\|6.72\|811104;2026-08-13\|7.01\|1.89\|6.75\|7.20\|6.65\|1022112;2026-08-14\|6.62\|-5.56\|6.81\|6.95\|6.52\|695538;2026-08-17\|6.62\|0.00\|6.56\|6.64\|6.12\|695258;2026-08-18\|6.24\|-5.74\|6.50\|6.60\|6.23\|561079;2026-08-19\|5.84\|-6.41\|6.18\|6.34\|5.71\|516041;2026-08-20\|6.21\|6.34\|6.03\|6.42\|5.90\|826596;2026-08-21\|5.64\|-9.18\|6.00\|6.02\|5.63\|612198;2026-08-24\|5.32\|-5.67\|5.65\|5.67\|5.25\|418631;2026-08-25\|5.61\|5.45\|5.31\|5.65\|5.22\|441666;2026-08-26\|5.67\|1.07\|5.50\|5.95\|5.50\|469472;2026-08-27\|5.86\|3.35\|5.63\|5.99\|5.62\|487799;2026-08-28\|5.82\|-0.68\|5.86\|5.99\|5.72\|344788;2026-08-31\|5.67\|-2.58\|5.71\|5.77\|5.58\|313155;2026-09-01\|5.73\|1.06\|5.68\|5.78\|5.58\|286469;2026-09-02\|5.69\|-0.70\|5.70\|5.73\|5.61\|244016;2026-09-03\|5.60\|-1.58\|5.67\|5.72\|5.54\|195232;2026-09-04\|5.52\|-1.43\|5.63\|5.67\|5.50\|205491;2026-09-07\|5.58\|1.09\|5.50\|5.63\|5.50\|215724;2026-09-08\|5.69\|1.97\|5.59\|5.70\|5.52\|214414;2026-09-09\|5.54\|-2.64\|5.65\|5.68\|5.52\|190664;2026-09-10\|5.35\|-3.43\|5.56\|5.56\|5.34\|189857
121530	新版基药目录落地；多家公司宣布出海重磅合作	牛磺酸+化学制药+中报预增 1、据2026年7月15日公告，公司预计2026年上半年归属于上市公司股东的净利润为3987.15万元至4873.19万元，同比增长219.08%至289.99%，业绩增长主要原因是主营产品牛磺酸的销量和销售价格比上年同期增长所致。 2、据2025年年报，公司是全球最大的牛磺酸生产基地，具备年产7.8万吨的生产能力，在成本控制、运营效率及品质保障等方面形成了较强的竞争优势。 3、据2026年7月9日投资者关系活动记录表，公司主营产品牛磺酸根据市场需求以销定产，并凭借规模化产能与自研工艺积极做好成本管控，同时根据生产成本适时调整销售价格。	公司是牛磺酸行业龙头，上半年净利最高预增290%，主要原因为主营产品牛磺酸的销量增加和销售价格比上年同期上涨	2026-05-07\|13.86\|0.00\|13.86\|14.03\|13.77\|68208;2026-05-08\|14.02\|1.15\|13.86\|14.04\|13.80\|61801;2026-05-11\|14.18\|1.14\|13.98\|14.24\|13.85\|91811;2026-05-12\|13.74\|-3.10\|14.11\|14.12\|13.67\|97919;2026-05-13\|13.58\|-1.16\|13.68\|13.83\|13.51\|84134;2026-05-14\|13.35\|-1.69\|13.58\|13.70\|13.31\|71566;2026-05-15\|13.06\|-2.17\|13.32\|13.38\|12.91\|82175;2026-05-18\|12.64\|-3.22\|13.06\|13.06\|12.56\|112984;2026-05-19\|12.82\|1.42\|12.70\|12.86\|12.61\|75942;2026-05-20\|12.57\|-1.95\|12.75\|12.80\|12.45\|64263;2026-05-21\|12.24\|-2.63\|12.60\|12.75\|12.24\|70191;2026-05-22\|12.29\|0.41\|12.26\|12.36\|12.04\|58350;2026-05-25\|12.33\|0.33\|12.41\|12.86\|12.20\|91355;2026-05-26\|12.00\|-2.68\|12.26\|12.28\|11.88\|92021;2026-05-27\|11.79\|-1.75\|12.00\|12.06\|11.62\|77865;2026-05-28\|11.77\|-0.17\|11.76\|11.92\|11.55\|69566;2026-05-29\|11.76\|-0.09\|11.83\|11.90\|11.59\|75103;2026-06-01\|12.03\|2.30\|11.70\|12.04\|11.67\|67163;2026-06-02\|11.82\|-1.75\|12.04\|12.06\|11.76\|65875;2026-06-03\|11.61\|-1.78\|11.87\|11.87\|11.52\|61655;2026-06-04\|11.50\|-0.95\|11.59\|11.76\|11.44\|47338;2026-06-05\|11.45\|-0.43\|11.55\|11.71\|11.38\|55743;2026-06-08\|11.14\|-2.71\|11.31\|11.50\|10.97\|69203;2026-06-09\|11.17\|0.27\|11.21\|11.30\|10.93\|51472;2026-06-10\|11.05\|-1.07\|11.09\|11.14\|10.87\|63734;2026-06-11\|10.89\|-0.55\|10.88\|11.05\|10.72\|55226;2026-06-12\|11.01\|1.10\|10.90\|11.05\|10.68\|58784;2026-06-15\|10.87\|-1.27\|10.96\|11.17\|10.80\|58866;2026-06-16\|11.01\|1.29\|10.79\|11.02\|10.68\|74260;2026-06-17\|10.74\|-2.45\|10.94\|10.95\|10.64\|83732;2026-06-18\|10.67\|-0.65\|10.73\|10.91\|10.61\|59927;2026-06-22\|11.27\|5.62\|10.78\|11.35\|10.72\|172818;2026-06-23\|11.33\|0.53\|11.12\|11.57\|11.09\|208979;2026-06-24\|10.97\|-3.18\|11.33\|11.51\|10.95\|155727;2026-06-25\|10.57\|-3.65\|10.97\|11.00\|10.33\|133680;2026-06-26\|10.16\|-3.88\|10.49\|10.56\|10.13\|87638;2026-06-29\|10.54\|3.74\|10.15\|10.54\|9.82\|133887;2026-06-30\|10.12\|-3.98\|10.45\|10.51\|10.08\|101703;2026-07-01\|10.62\|4.94\|10.10\|10.64\|9.98\|118862;2026-07-02\|10.77\|1.41\|10.66\|11.10\|10.58\|116840;2026-07-03\|10.88\|1.02\|10.85\|10.99\|10.61\|88933;2026-07-06\|10.93\|0.46\|10.81\|11.20\|10.76\|110500;2026-07-07\|10.49\|-4.03\|10.82\|10.87\|10.47\|77287;2026-07-08\|10.37\|-1.14\|10.49\|10.67\|10.31\|72980;2026-07-09\|10.08\|-2.80\|10.31\|10.54\|9.92\|82807;2026-07-10\|10.46\|3.77\|10.07\|10.67\|9.88\|131569;2026-07-13\|10.30\|-1.53\|10.50\|10.61\|10.28\|84686;2026-07-14\|10.89\|5.73\|10.29\|11.07\|10.15\|164365;2026-07-15\|11.98\|10.01\|11.22\|11.98\|11.00\|244031;2026-07-16\|13.18\|10.02\|12.45\|13.18\|12.30\|258075;2026-07-17\|12.60\|-4.40\|14.00\|14.00\|12.30\|647409;2026-07-20\|12.25\|-2.78\|11.72\|12.93\|11.60\|446495;2026-07-21\|12.17\|-0.65\|12.18\|12.40\|11.63\|416845;2026-07-22\|12.48\|2.55\|12.00\|13.27\|11.92\|372652;2026-07-23\|12.40\|-0.64\|12.07\|12.45\|12.04\|234327;2026-07-24\|11.63\|-6.21\|12.18\|12.55\|11.63\|206259;2026-07-27\|12.79\|9.97\|11.94\|12.79\|11.88\|115908;2026-07-28\|13.05\|2.03\|13.16\|13.69\|12.95\|424290;2026-07-29\|12.69\|-2.76\|12.94\|13.03\|12.60\|289937;2026-07-30\|12.45\|-1.89\|12.71\|13.12\|12.43\|221440;2026-07-31\|12.47\|0.16\|12.18\|12.59\|12.11\|181819;2026-08-03\|12.62\|1.20\|12.42\|12.69\|12.38\|136505;2026-08-04\|12.77\|1.19\|12.73\|12.96\|12.64\|224757;2026-08-05\|12.75\|-0.16\|12.69\|12.79\|12.50\|196462;2026-08-06\|12.91\|1.25\|12.97\|13.14\|12.50\|280082;2026-08-07\|13.85\|7.28\|12.90\|14.20\|12.80\|557984;2026-08-10\|13.68\|-1.23\|13.80\|14.15\|13.56\|480157;2026-08-11\|13.45\|-1.68\|13.52\|13.88\|13.44\|273488;2026-08-12\|13.52\|0.52\|13.40\|13.73\|13.28\|184620;2026-08-13\|13.42\|-0.74\|13.38\|13.70\|13.15\|250544;2026-08-14\|13.22\|-1.49\|13.40\|13.48\|13.02\|169086;2026-08-17\|14.14\|6.96\|13.22\|14.50\|12.89\|349356;2026-08-18\|15.55\|9.97\|14.50\|15.55\|14.42\|221742;2026-08-19\|14.33\|-7.85\|15.18\|15.18\|14.10\|584434;2026-08-20\|15.76\|9.98\|15.61\|15.76\|15.00\|731154;2026-08-21\|16.59\|5.27\|15.93\|17.13\|15.22\|922729;2026-08-24\|15.11\|-8.92\|16.01\|16.41\|14.93\|621750;2026-08-25\|15.72\|4.04\|15.01\|15.98\|14.70\|518106;2026-08-26\|15.03\|-4.39\|15.27\|15.59\|14.34\|497027;2026-08-27\|14.94\|-0.60\|14.90\|15.40\|14.52\|440712;2026-08-28\|15.39\|3.01\|14.93\|15.42\|14.48\|531804;2026-08-31\|15.21\|-1.17\|15.30\|15.72\|14.71\|441330;2026-09-01\|15.80\|3.88\|15.38\|16.02\|15.23\|408711;2026-09-02\|15.24\|-3.54\|15.57\|16.15\|15.24\|394110;2026-09-03\|14.69\|-3.61\|15.11\|15.12\|14.50\|322355;2026-09-04\|14.34\|-2.38\|14.62\|15.05\|14.19\|280909;2026-09-07\|14.62\|1.95\|14.38\|14.83\|14.08\|249993;2026-09-08\|16.08\|9.99\|14.65\|16.08\|14.55\|465614;2026-09-09\|15.53\|-3.42\|15.95\|16.00\|15.29\|428828;2026-09-10\|13.98\|-9.98\|15.51\|15.52\|13.98\|482709
121529	新版基药目录落地；多家公司宣布出海重磅合作	创新药+阿扎胞苷获批+抗肿瘤药行业原因： 1、国务院印发《国民健康“十五五”规划》。其中提出，全链条支持创新药和医疗器械发展应用。优化创新药和临床急需药品审评审批。 2、据央视新闻7月13日报道，国家药监局披露数据显示，今年上半年我国创新药对外授权交易总额约1100亿美元，再创历史新高，接近去年全年水平。公司原因： 1、据2026年3月28日公告，公司获得国家药监局核准签发的注射用阿扎胞苷《药品注册证书》，适用于骨髓增生异常综合征等，原研药2024年全年医院销售额约3.47亿元。 2、据2026年6月1日互动易及2025年年报，公司持续推进创新药研发，YBR-8002项目稳步推进，并开展经典名方“达原饮”的研究工作。 3、据2025年年报，公司产品布局以抗肿瘤药为核心，拥有注射用洛铂独家原研一类新药、复方斑蝥胶囊等核心品种，覆盖肿瘤、心脑血管、妇科等多个治疗领域。	主要涵盖抗肿瘤类、心血管类和镇咳类三大领域，其中中药注射剂艾迪注射液是公司核心产品，与复方斑蝥胶囊适用于肝癌、肺癌等	2026-05-07\|4.07\|0.00\|4.06\|4.09\|4.03\|324986;2026-05-08\|4.17\|2.46\|4.07\|4.17\|4.06\|421922;2026-05-11\|4.22\|1.20\|4.16\|4.22\|4.09\|485578;2026-05-12\|4.08\|-3.32\|4.22\|4.23\|4.06\|386797;2026-05-13\|4.15\|1.72\|4.10\|4.17\|4.03\|361060;2026-05-14\|3.98\|-4.10\|4.14\|4.15\|3.98\|397727;2026-05-15\|3.92\|-1.51\|3.97\|3.99\|3.87\|336208;2026-05-18\|3.89\|-0.77\|3.91\|3.91\|3.83\|241049;2026-05-19\|3.92\|0.77\|3.89\|3.92\|3.83\|215376;2026-05-20\|3.81\|-2.81\|3.91\|3.92\|3.79\|213537;2026-05-21\|3.67\|-3.67\|3.81\|3.85\|3.61\|269750;2026-05-22\|3.72\|1.36\|3.66\|3.75\|3.65\|216653;2026-05-25\|3.70\|-0.54\|3.74\|3.77\|3.64\|181207;2026-05-26\|3.58\|-3.24\|3.67\|3.68\|3.54\|242462;2026-05-27\|3.53\|-1.40\|3.59\|3.61\|3.48\|202060;2026-05-28\|3.53\|0.00\|3.54\|3.56\|3.44\|177733;2026-05-29\|3.54\|0.28\|3.51\|3.59\|3.51\|193813;2026-06-01\|3.66\|3.39\|3.54\|3.66\|3.49\|199863;2026-06-02\|3.56\|-2.73\|3.67\|3.67\|3.52\|201214;2026-06-03\|3.52\|-1.12\|3.55\|3.55\|3.48\|170967;2026-06-04\|3.43\|-2.56\|3.50\|3.54\|3.41\|158581;2026-06-05\|3.45\|0.58\|3.43\|3.51\|3.40\|156148;2026-06-08\|3.35\|-2.90\|3.40\|3.48\|3.30\|182661;2026-06-09\|3.33\|-0.60\|3.35\|3.39\|3.30\|177106;2026-06-10\|3.31\|-0.60\|3.33\|3.37\|3.25\|144072;2026-06-11\|3.25\|-1.81\|3.30\|3.33\|3.21\|143542;2026-06-12\|3.29\|1.23\|3.25\|3.32\|3.18\|165884;2026-06-15\|3.29\|0.00\|3.32\|3.37\|3.25\|150571;2026-06-16\|3.24\|-1.52\|3.29\|3.29\|3.19\|138489;2026-06-17\|3.15\|-2.78\|3.22\|3.25\|3.13\|155604;2026-06-18\|3.11\|-1.27\|3.14\|3.18\|3.07\|183971;2026-06-22\|3.12\|0.32\|3.11\|3.12\|2.96\|206169;2026-06-23\|3.27\|4.81\|3.12\|3.38\|3.09\|332865;2026-06-24\|3.15\|-3.67\|3.27\|3.34\|3.13\|265586;2026-06-25\|3.07\|-2.54\|3.14\|3.14\|3.01\|195708;2026-06-26\|2.95\|-3.91\|3.07\|3.08\|2.94\|194362;2026-06-29\|3.05\|3.39\|2.94\|3.08\|2.85\|254434;2026-06-30\|2.97\|-2.62\|3.05\|3.06\|2.94\|175892;2026-07-01\|3.11\|4.71\|2.97\|3.12\|2.92\|262878;2026-07-02\|3.16\|1.61\|3.14\|3.26\|3.10\|253004;2026-07-03\|3.20\|1.27\|3.19\|3.27\|3.10\|219183;2026-07-06\|3.29\|2.81\|3.22\|3.34\|3.18\|265767;2026-07-07\|3.15\|-4.26\|3.27\|3.28\|3.14\|185558;2026-07-08\|3.16\|0.32\|3.15\|3.23\|3.09\|152637;2026-07-09\|3.15\|-0.32\|3.12\|3.23\|3.10\|132053;2026-07-10\|3.32\|5.40\|3.17\|3.38\|3.07\|352270;2026-07-13\|3.40\|2.41\|3.32\|3.46\|3.31\|366382;2026-07-14\|3.47\|2.06\|3.37\|3.47\|3.31\|300824;2026-07-15\|3.49\|0.58\|3.40\|3.56\|3.35\|371687;2026-07-16\|3.61\|3.44\|3.52\|3.64\|3.45\|426928;2026-07-17\|3.39\|-6.09\|3.60\|3.62\|3.33\|344768;2026-07-20\|3.33\|-1.77\|3.39\|3.43\|3.28\|281045;2026-07-21\|3.24\|-2.70\|3.32\|3.32\|3.15\|261392;2026-07-22\|3.56\|9.88\|3.23\|3.56\|3.19\|320494;2026-07-23\|3.55\|-0.28\|3.56\|3.62\|3.46\|630990;2026-07-24\|3.30\|-7.04\|3.52\|3.54\|3.28\|423312;2026-07-27\|3.63\|10.00\|3.32\|3.63\|3.28\|341799;2026-07-28\|3.63\|0.00\|3.66\|3.82\|3.62\|814311;2026-07-29\|3.61\|-0.55\|3.57\|3.74\|3.56\|488294;2026-07-30\|3.51\|-2.77\|3.59\|3.68\|3.50\|402692;2026-07-31\|3.56\|1.42\|3.46\|3.59\|3.43\|272769;2026-08-03\|3.57\|0.28\|3.60\|3.62\|3.54\|232642;2026-08-04\|3.61\|1.12\|3.59\|3.66\|3.58\|271644;2026-08-05\|3.56\|-1.39\|3.60\|3.63\|3.53\|241693;2026-08-06\|3.53\|-0.84\|3.56\|3.59\|3.46\|265102;2026-08-07\|3.75\|6.23\|3.53\|3.75\|3.49\|608126;2026-08-10\|3.78\|0.80\|3.68\|3.80\|3.68\|464317;2026-08-11\|3.83\|1.32\|3.75\|4.10\|3.73\|527951;2026-08-12\|3.88\|1.31\|3.83\|3.90\|3.77\|417024;2026-08-13\|3.92\|1.03\|3.85\|4.02\|3.70\|539389;2026-08-14\|3.88\|-1.02\|3.90\|4.01\|3.83\|316616;2026-08-17\|3.93\|1.29\|3.83\|4.02\|3.75\|360162;2026-08-18\|3.93\|0.00\|3.94\|4.05\|3.88\|423365;2026-08-19\|3.83\|-2.54\|3.88\|3.98\|3.76\|303856;2026-08-20\|3.88\|1.31\|3.90\|4.02\|3.87\|389957;2026-08-21\|3.72\|-4.12\|3.83\|3.88\|3.66\|358556;2026-08-24\|4.09\|9.95\|3.74\|4.09\|3.70\|517826;2026-08-25\|3.84\|-6.11\|4.05\|4.05\|3.70\|896328;2026-08-26\|4.08\|6.25\|3.85\|4.22\|3.82\|1128427;2026-08-27\|4.08\|0.00\|4.06\|4.20\|3.95\|972100;2026-08-28\|4.17\|2.21\|4.10\|4.45\|3.96\|1067170;2026-08-31\|4.07\|-2.40\|4.01\|4.16\|3.86\|806865;2026-09-01\|4.15\|1.97\|4.05\|4.18\|3.95\|732184;2026-09-02\|3.97\|-4.34\|4.09\|4.14\|3.92\|571391;2026-09-03\|3.79\|-4.53\|3.95\|3.98\|3.75\|508501;2026-09-04\|3.73\|-1.58\|3.75\|3.85\|3.70\|393562;2026-09-07\|3.72\|-0.27\|3.70\|3.78\|3.68\|250776;2026-09-08\|3.91\|5.11\|3.71\|3.95\|3.68\|414845;2026-09-09\|3.83\|-2.05\|3.86\|3.92\|3.78\|263325;2026-09-10\|3.70\|-3.39\|3.79\|3.81\|3.66\|239953
121528	新版基药目录落地；多家公司宣布出海重磅合作	精麻药+盐酸哌甲酯放量+脑机接口 1、据2026年6月8日及2026年6月15日互动易，公司盐酸哌甲酯缓释片立优加自2025年9月上市销售，截至2026年4月底已在全国绝大部分省份实现销售，累计入院近200家，因供给充足、价格更低且三层控释片临床价值优势明显，预期市场份额将长期稳步提升。 2、据2025年11月4日官微，公司与爱朋医疗签署战略合作协议，双方将在ADHD领域展开全方位战略协同，探索“药物治疗＋脑机接口干预”融合新模式，共同推动脑科学创新成果临床落地。 3、据2025年年报，公司以精神麻醉药为特色，依托渗透泵控释技术平台打造缓控释制剂产品群，已上市盐酸哌甲酯缓释片、盐酸羟考酮缓释片等产品，形成原料制剂一体化优势。	公司此前收到国家药监局下发的丹皮酚《化学原料药上市申请批准通知书》，丹皮酚作为中药单体成分，有消炎止痒作用，皮炎，皮肤瘙痒，蚊臭虫叮咬红肿等各种皮肤疾患有一定效果	2026-05-07\|23.05\|0.09\|23.05\|23.40\|22.94\|17278;2026-05-08\|23.21\|0.69\|23.09\|23.29\|22.89\|12162;2026-05-11\|23.45\|1.03\|23.33\|23.55\|22.96\|17540;2026-05-12\|22.85\|-2.56\|23.33\|23.45\|22.60\|23794;2026-05-13\|22.38\|-2.06\|22.86\|22.86\|22.33\|20686;2026-05-14\|22.08\|-1.34\|22.60\|22.60\|22.00\|18702;2026-05-15\|21.74\|-1.54\|22.15\|22.30\|21.58\|20641;2026-05-18\|21.21\|-2.44\|21.68\|21.74\|21.03\|20619;2026-05-19\|21.49\|1.32\|21.29\|21.69\|21.23\|13109;2026-05-20\|21.15\|-1.58\|21.54\|21.63\|20.98\|12478;2026-05-21\|20.56\|-2.79\|21.27\|21.43\|20.50\|21616;2026-05-22\|20.22\|-1.65\|20.73\|20.95\|20.07\|21463;2026-05-25\|20.09\|-0.64\|20.27\|20.49\|19.87\|16160;2026-05-26\|20.25\|0.80\|20.08\|20.35\|19.97\|19656;2026-05-27\|19.81\|-2.17\|20.20\|20.20\|19.58\|21806;2026-05-28\|19.70\|-0.56\|19.81\|19.98\|19.50\|14180;2026-05-29\|16.50\|2.04\|16.33\|16.83\|16.18\|29262;2026-06-01\|16.92\|2.55\|16.99\|17.23\|16.57\|30607;2026-06-02\|16.30\|-3.66\|16.92\|16.92\|16.28\|22139;2026-06-03\|16.05\|-1.53\|16.37\|16.37\|15.92\|18601;2026-06-04\|15.81\|-1.50\|16.05\|16.12\|15.64\|15261;2026-06-05\|15.92\|0.70\|15.75\|16.25\|15.75\|20737;2026-06-08\|15.57\|-2.20\|15.66\|16.17\|15.31\|15786;2026-06-09\|15.59\|0.13\|15.70\|15.80\|15.36\|12214;2026-06-10\|15.53\|-0.38\|15.59\|15.70\|15.23\|14059;2026-06-11\|15.31\|-1.42\|15.31\|15.54\|15.11\|13618;2026-06-12\|15.52\|1.37\|15.40\|15.58\|15.13\|17875;2026-06-15\|15.40\|-0.77\|15.58\|15.74\|15.28\|14176;2026-06-16\|15.36\|-0.26\|15.36\|15.38\|15.13\|13141;2026-06-17\|15.12\|-1.56\|15.30\|15.49\|15.04\|14704;2026-06-18\|15.35\|1.52\|15.08\|15.75\|15.02\|27760;2026-06-22\|15.17\|-1.17\|15.27\|15.27\|14.66\|29294;2026-06-23\|15.72\|3.63\|15.02\|16.04\|15.00\|34873;2026-06-24\|15.60\|-0.76\|15.80\|16.10\|15.51\|30643;2026-06-25\|15.39\|-1.35\|15.45\|15.76\|14.92\|28429;2026-06-26\|14.66\|-4.74\|15.39\|15.39\|14.65\|24386;2026-06-29\|15.29\|4.30\|14.50\|15.50\|14.20\|39982;2026-06-30\|14.81\|-3.14\|15.16\|15.27\|14.71\|30859;2026-07-01\|16.16\|9.12\|14.75\|16.29\|14.58\|77701;2026-07-02\|16.13\|-0.19\|16.43\|16.78\|15.83\|83555;2026-07-03\|16.25\|0.74\|16.18\|16.48\|15.80\|59518;2026-07-06\|16.38\|0.80\|16.16\|16.71\|16.06\|52472;2026-07-07\|15.84\|-3.30\|16.21\|16.29\|15.78\|44819;2026-07-08\|15.49\|-2.21\|15.71\|16.08\|15.40\|39449;2026-07-09\|17.04\|10.01\|16.00\|17.04\|16.00\|156297;2026-07-10\|18.74\|9.98\|17.05\|18.74\|17.05\|178357;2026-07-13\|20.61\|9.98\|20.04\|20.61\|19.66\|166014;2026-07-14\|20.80\|0.92\|22.10\|22.56\|19.69\|471240;2026-07-15\|21.91\|5.34\|18.72\|22.30\|18.72\|463133;2026-07-16\|19.72\|-10.00\|20.62\|21.90\|19.72\|385715;2026-07-17\|17.75\|-9.99\|18.70\|18.97\|17.75\|212825;2026-07-20\|15.98\|-9.97\|16.21\|17.04\|15.98\|228138;2026-07-21\|16.07\|0.56\|15.98\|16.29\|14.88\|224430;2026-07-22\|16.35\|1.74\|15.63\|16.85\|15.63\|160856;2026-07-23\|16.59\|1.47\|16.00\|16.66\|15.91\|132484;2026-07-24\|15.60\|-5.97\|16.32\|16.78\|15.60\|102339;2026-07-27\|17.16\|10.00\|15.60\|17.16\|15.51\|94540;2026-07-28\|16.99\|-0.99\|17.51\|18.50\|16.88\|201734;2026-07-29\|16.63\|-2.12\|16.99\|17.15\|16.45\|137475;2026-07-30\|16.16\|-2.83\|16.46\|16.88\|16.00\|106137;2026-07-31\|16.87\|4.39\|16.18\|17.09\|16.11\|107940;2026-08-03\|16.93\|0.36\|16.87\|17.16\|16.74\|71207;2026-08-04\|17.39\|2.72\|17.09\|17.51\|17.09\|98333;2026-08-05\|17.36\|-0.17\|17.25\|17.43\|17.08\|90125;2026-08-06\|17.53\|0.98\|17.36\|17.73\|17.04\|137361;2026-08-07\|18.43\|5.13\|17.54\|19.28\|17.28\|243794;2026-08-10\|18.45\|0.11\|18.43\|18.92\|18.11\|192986;2026-08-11\|18.48\|0.16\|18.40\|18.85\|18.18\|155991;2026-08-12\|18.52\|0.22\|18.30\|18.84\|18.22\|105450;2026-08-13\|18.61\|0.49\|18.41\|18.98\|18.00\|129022;2026-08-14\|18.65\|0.21\|18.61\|18.94\|18.20\|101286;2026-08-17\|19.44\|4.24\|18.71\|20.10\|18.30\|170883;2026-08-18\|19.41\|-0.15\|19.40\|20.01\|19.01\|121535;2026-08-19\|19.17\|-1.24\|19.25\|20.05\|18.92\|155188;2026-08-20\|18.98\|-0.99\|19.50\|19.85\|18.79\|140231;2026-08-21\|18.15\|-4.37\|18.50\|18.78\|18.00\|115653;2026-08-24\|17.49\|-3.64\|18.15\|18.36\|17.27\|88125;2026-08-25\|18.65\|6.63\|17.29\|19.16\|17.13\|115463;2026-08-26\|18.70\|0.27\|18.63\|18.96\|18.51\|78516;2026-08-27\|18.75\|0.27\|18.80\|18.93\|18.53\|49953;2026-08-28\|18.65\|-0.53\|18.60\|18.90\|18.46\|50217;2026-08-31\|17.95\|-3.75\|18.43\|18.52\|17.66\|60039;2026-09-01\|18.30\|1.95\|17.99\|18.35\|17.80\|49332;2026-09-02\|18.10\|-1.09\|18.19\|18.30\|17.94\|32121;2026-09-03\|17.89\|-1.16\|18.34\|18.34\|17.73\|40911;2026-09-04\|17.71\|-1.01\|17.82\|18.10\|17.65\|32991;2026-09-07\|17.72\|0.06\|17.71\|17.90\|17.60\|26786;2026-09-08\|17.89\|0.96\|17.72\|17.98\|17.60\|29272;2026-09-09\|17.48\|-2.29\|17.76\|17.87\|17.43\|36518;2026-09-10\|16.93\|-3.15\|17.50\|17.55\|16.91\|33548
121527	宁德时代推出A股最大规模回购计划；VC均价近一个多月涨幅超40%	锂电池+镍氢电池+辽宁国资 1、据2026年4月9日年报，公司主营业务为新能源电池的研发、生产和销售，产品包括锂离子电池和镍氢电池，广泛应用于电动工具、园林工具、个人护理、车载T-Box、便携储能等领域。 2、据2026年4月9日年报，公司深耕圆柱锂离子电池，国内外重点客户销售数量同比增长，客户结构持续优化；镍氢电池业务积极尝试车载T-Box等新领域。 3、据2026年4月9日年报，公司控股股东为辽宁时代万恒控股集团有限公司，最终控制人为辽宁省人民政府国有资产监督管理委员会。	控股子公司九夷锂能主营业务为锂电池的研产销，拥有国内领先的圆柱形锂电池全自动化产线，目标市场定位于高端电动工具领域，开拓了博世、飞利浦、斯蒂尔、宝时得等优质客户	2026-05-07\|9.77\|-0.31\|9.77\|10.04\|9.70\|91599;2026-05-08\|9.69\|-0.82\|9.82\|9.89\|9.52\|70718;2026-05-11\|9.59\|-1.03\|9.72\|9.73\|9.40\|88023;2026-05-12\|9.33\|-2.71\|9.54\|9.57\|9.25\|83061;2026-05-13\|9.41\|0.86\|9.34\|9.57\|9.20\|88685;2026-05-14\|9.16\|-2.66\|9.62\|9.62\|9.13\|76828;2026-05-15\|9.00\|-1.75\|9.21\|9.29\|8.91\|65197;2026-05-18\|8.95\|-0.56\|8.96\|8.99\|8.74\|63529;2026-05-19\|8.80\|-1.68\|8.99\|8.99\|8.58\|68978;2026-05-20\|8.72\|-0.91\|8.79\|8.82\|8.53\|56266;2026-05-21\|8.30\|-4.82\|8.72\|8.84\|8.24\|71496;2026-05-22\|8.50\|2.41\|8.33\|8.54\|8.19\|63562;2026-05-25\|8.24\|-3.06\|8.51\|8.61\|8.10\|66046;2026-05-26\|7.99\|-3.03\|8.16\|8.28\|7.92\|59534;2026-05-27\|8.15\|2.00\|8.03\|8.54\|7.83\|124902;2026-05-28\|8.16\|0.12\|8.15\|8.22\|7.95\|74437;2026-05-29\|7.75\|-5.02\|8.14\|8.23\|7.73\|53235;2026-06-01\|8.08\|4.26\|7.66\|8.16\|7.61\|59258;2026-06-02\|7.80\|-3.47\|8.07\|8.07\|7.71\|48758;2026-06-03\|7.74\|-0.77\|7.80\|7.84\|7.64\|47850;2026-06-04\|7.55\|-2.45\|7.69\|7.80\|7.48\|43461;2026-06-05\|7.68\|1.72\|7.54\|7.78\|7.41\|45373;2026-06-08\|7.43\|-3.26\|7.60\|7.70\|7.30\|50764;2026-06-09\|7.51\|1.08\|7.47\|7.67\|7.36\|55129;2026-06-10\|7.32\|-2.53\|7.52\|7.52\|7.17\|43510;2026-06-11\|7.24\|-1.09\|7.30\|7.37\|7.11\|47303;2026-06-12\|7.34\|1.38\|7.30\|7.44\|7.11\|65018;2026-06-15\|7.17\|-2.32\|7.35\|7.52\|7.14\|49621;2026-06-16\|7.28\|1.53\|7.16\|7.34\|7.03\|43617;2026-06-17\|7.09\|-2.61\|7.29\|7.42\|6.97\|87466;2026-06-18\|6.98\|-1.55\|7.09\|7.11\|6.95\|50327;2026-06-22\|7.27\|4.15\|7.00\|7.27\|6.63\|82132;2026-06-23\|7.36\|1.24\|7.21\|7.57\|7.19\|76616;2026-06-24\|6.86\|-6.79\|7.40\|7.40\|6.74\|85368;2026-06-25\|6.72\|-2.04\|6.82\|6.88\|6.63\|52445;2026-06-26\|6.54\|-2.68\|6.62\|6.77\|6.46\|57159;2026-06-29\|6.54\|0.00\|6.51\|6.70\|6.21\|55587;2026-06-30\|6.49\|-0.76\|6.57\|6.63\|6.40\|47134;2026-07-01\|6.67\|2.77\|6.49\|6.71\|6.42\|55078;2026-07-02\|6.63\|-0.60\|6.65\|6.82\|6.60\|49908;2026-07-03\|6.74\|1.66\|6.68\|6.83\|6.20\|53594;2026-07-06\|7.41\|9.94\|6.79\|7.41\|6.70\|162459;2026-07-07\|6.70\|-9.58\|7.19\|7.31\|6.67\|163672;2026-07-08\|6.54\|-2.39\|6.68\|6.78\|6.42\|112654;2026-07-09\|6.51\|-0.46\|6.67\|6.92\|6.31\|76153;2026-07-10\|6.60\|1.38\|6.54\|6.76\|6.35\|80116;2026-07-13\|6.65\|0.76\|6.59\|6.77\|6.54\|71876;2026-07-14\|6.87\|3.31\|6.60\|6.93\|6.45\|71960;2026-07-15\|6.88\|0.15\|6.87\|7.05\|6.73\|52851;2026-07-16\|6.97\|1.31\|6.89\|6.98\|6.71\|52410;2026-07-17\|6.64\|-4.73\|6.90\|7.04\|6.63\|58087;2026-07-20\|6.44\|-3.01\|6.52\|6.81\|6.28\|69993;2026-07-21\|6.17\|-4.19\|6.45\|6.45\|5.87\|79021;2026-07-22\|6.10\|-1.13\|6.12\|6.25\|6.01\|43789;2026-07-23\|6.43\|5.41\|6.09\|6.44\|6.08\|46461;2026-07-24\|6.28\|-2.33\|6.39\|6.47\|6.22\|32213;2026-07-27\|6.70\|6.69\|6.33\|6.91\|6.33\|111441;2026-07-28\|6.80\|1.49\|6.48\|6.95\|6.48\|93320;2026-07-29\|7.11\|4.56\|6.76\|7.48\|6.70\|194972;2026-07-30\|6.81\|-4.22\|6.92\|7.03\|6.78\|151418;2026-07-31\|6.82\|0.15\|6.83\|6.89\|6.73\|82385;2026-08-03\|7.09\|3.96\|6.88\|7.11\|6.86\|59769;2026-08-04\|7.09\|0.00\|7.11\|7.24\|7.06\|58187;2026-08-05\|7.09\|0.00\|7.16\|7.18\|7.04\|46364;2026-08-06\|7.28\|2.68\|7.10\|7.38\|7.04\|73383;2026-08-07\|7.13\|-2.06\|7.28\|7.29\|7.04\|44609;2026-08-10\|7.26\|1.82\|7.19\|7.32\|7.04\|69486;2026-08-11\|7.33\|0.96\|7.29\|7.35\|7.19\|46299;2026-08-12\|7.30\|-0.41\|7.35\|7.35\|7.25\|27419;2026-08-13\|7.15\|-2.05\|7.30\|7.31\|7.14\|32348;2026-08-14\|7.23\|1.12\|7.19\|7.28\|7.11\|41749;2026-08-17\|7.32\|1.24\|7.24\|7.37\|7.17\|31660;2026-08-18\|7.39\|0.96\|7.34\|7.39\|7.28\|31578;2026-08-19\|7.10\|-3.92\|7.39\|7.39\|7.10\|33307;2026-08-20\|7.29\|2.68\|7.11\|7.33\|7.11\|36235;2026-08-21\|7.44\|2.06\|7.28\|7.44\|7.13\|39149;2026-08-24\|7.28\|-2.15\|7.38\|7.48\|7.22\|54056;2026-08-25\|7.48\|2.75\|7.26\|7.50\|7.24\|42601;2026-08-26\|7.49\|0.13\|7.49\|7.53\|7.40\|30084;2026-08-27\|7.37\|-1.60\|7.46\|7.47\|7.33\|31386;2026-08-28\|7.50\|1.76\|7.37\|7.51\|7.33\|32971;2026-08-31\|7.58\|1.07\|7.44\|7.59\|7.41\|27564;2026-09-01\|7.70\|1.58\|7.58\|7.72\|7.52\|43774;2026-09-02\|7.65\|-0.65\|7.67\|7.67\|7.51\|33518;2026-09-03\|7.48\|-2.22\|7.65\|7.73\|7.45\|32883;2026-09-04\|7.47\|-0.13\|7.54\|7.60\|7.42\|39023;2026-09-07\|7.49\|0.27\|7.50\|7.59\|7.41\|30436;2026-09-08\|7.60\|1.47\|7.52\|7.60\|7.45\|34230;2026-09-09\|7.61\|0.13\|7.61\|7.64\|7.56\|24957;2026-09-10\|7.46\|-1.97\|7.58\|7.60\|7.41\|24765
121526	宁德时代推出A股最大规模回购计划；VC均价近一个多月涨幅超40%	锂电池电解液VC+中报预增+山东国资 1、据2026年7月2日公告，公司预计2026年上半年归母净利润3.69亿元至4.18亿元，同比增长50.02%至70.27%，主要系家纺主业稳健运营，且自2025年第四季度以来电解液添加剂VC行业供需格局显著变化，公司VC产品售价随行业价格中枢大幅上移，直接带动业务毛利率提升。 2、据2026年7月13日互动易及2025年半年报，公司锂电池电解液添加剂VC碳酸亚乙烯酯精品产能达一万吨，产能处于行业相对靠前位置，已实现全流程一体化生产，主要客户为电解液生产厂家。 3、据公司公开信息，公司最终控制人为高密市国有资产运营中心，属于地方国有企业。	毛巾龙头；公司拥有VC产能1万吨	2026-05-07\|11.18\|-2.10\|11.36\|11.37\|11.07\|444533;2026-05-08\|11.03\|-1.34\|11.09\|11.29\|10.98\|337773;2026-05-11\|11.05\|0.18\|11.00\|11.15\|10.85\|353445;2026-05-12\|11.09\|0.36\|11.05\|11.20\|10.93\|316253;2026-05-13\|10.95\|-1.26\|11.05\|11.06\|10.92\|247523;2026-05-14\|10.43\|-4.75\|10.92\|10.96\|10.42\|371717;2026-05-15\|10.53\|0.96\|10.43\|10.69\|10.43\|244741;2026-05-18\|10.47\|-0.57\|10.50\|10.57\|10.27\|207886;2026-05-19\|10.30\|-1.62\|10.40\|10.45\|10.20\|261391;2026-05-20\|10.54\|2.33\|10.21\|10.69\|10.14\|288000;2026-05-21\|10.19\|-3.32\|10.63\|10.75\|10.17\|266526;2026-05-22\|10.27\|0.79\|10.28\|10.30\|10.01\|200426;2026-05-25\|10.13\|-1.36\|10.28\|10.35\|10.06\|205480;2026-05-26\|10.21\|0.79\|10.07\|10.22\|9.94\|230557;2026-05-27\|10.04\|-1.67\|10.15\|10.30\|9.96\|224114;2026-05-28\|10.21\|1.69\|10.00\|10.27\|9.96\|217608;2026-05-29\|10.03\|-1.76\|10.22\|10.40\|9.98\|257697;2026-06-01\|9.97\|-0.60\|10.00\|10.13\|9.95\|179746;2026-06-02\|9.69\|-2.81\|9.96\|9.97\|9.55\|265646;2026-06-03\|9.76\|0.72\|9.63\|9.89\|9.63\|211382;2026-06-04\|9.47\|-2.97\|9.70\|9.73\|9.40\|219971;2026-06-05\|9.36\|-1.16\|9.47\|9.55\|9.27\|224437;2026-06-08\|9.09\|-2.88\|9.08\|9.34\|8.95\|203649;2026-06-09\|9.18\|0.99\|9.15\|9.19\|8.99\|176408;2026-06-10\|8.97\|-2.29\|9.09\|9.17\|8.91\|169641;2026-06-11\|9.01\|0.45\|8.87\|9.12\|8.81\|178203;2026-06-12\|9.64\|6.99\|9.06\|9.91\|9.04\|616328;2026-06-15\|10.36\|7.47\|10.13\|10.50\|9.74\|698238;2026-06-16\|10.02\|-3.28\|10.35\|10.35\|9.85\|490238;2026-06-17\|10.81\|7.88\|9.90\|11.02\|9.90\|1024251;2026-06-18\|10.59\|0.67\|10.80\|10.93\|10.20\|994373;2026-06-22\|11.10\|4.82\|10.65\|11.20\|10.35\|895802;2026-06-23\|11.55\|4.05\|10.85\|11.88\|10.79\|963235;2026-06-24\|12.06\|4.42\|12.71\|12.71\|11.60\|1591695;2026-06-25\|11.94\|-0.99\|11.47\|12.29\|11.30\|1198979;2026-06-26\|10.75\|-9.97\|11.78\|11.99\|10.75\|909283;2026-06-29\|10.48\|-2.51\|10.55\|11.01\|10.36\|630425;2026-06-30\|10.49\|0.10\|10.40\|10.53\|10.03\|553345;2026-07-01\|11.20\|6.77\|10.62\|11.45\|10.40\|763314;2026-07-02\|11.16\|-0.36\|11.50\|11.78\|11.00\|976892;2026-07-03\|10.21\|-8.51\|11.00\|11.14\|10.21\|729392;2026-07-06\|9.98\|-2.25\|10.21\|10.37\|9.87\|413641;2026-07-07\|9.87\|-1.10\|10.15\|10.67\|9.80\|408176;2026-07-08\|9.39\|-4.86\|9.70\|9.74\|9.32\|390380;2026-07-09\|9.45\|0.64\|9.33\|9.55\|8.97\|366699;2026-07-10\|9.30\|-1.59\|9.44\|9.46\|9.28\|256391;2026-07-13\|9.00\|-3.23\|9.29\|9.40\|8.92\|251034;2026-07-14\|9.74\|8.22\|9.01\|9.76\|8.90\|513396;2026-07-15\|9.68\|-0.62\|9.88\|10.19\|9.67\|343950;2026-07-16\|10.38\|7.23\|9.57\|10.65\|9.55\|861572;2026-07-17\|10.26\|-1.16\|10.39\|10.54\|9.77\|739211;2026-07-20\|9.30\|-9.36\|10.28\|10.29\|9.23\|587372;2026-07-21\|9.62\|3.44\|9.58\|9.69\|9.11\|451272;2026-07-22\|9.52\|-1.04\|9.43\|9.80\|9.36\|361828;2026-07-23\|10.47\|9.98\|9.46\|10.47\|9.41\|534291;2026-07-24\|11.52\|10.03\|11.00\|11.52\|10.90\|989083;2026-07-27\|12.00\|4.17\|12.52\|12.67\|11.16\|2239979;2026-07-28\|10.80\|-10.00\|11.80\|12.07\|10.80\|1470831;2026-07-29\|11.88\|10.00\|10.79\|11.88\|10.60\|1210541;2026-07-30\|11.26\|-5.22\|11.44\|11.90\|11.12\|1168990;2026-07-31\|11.10\|-1.42\|10.99\|11.30\|10.83\|943651;2026-08-03\|11.01\|-0.81\|10.90\|11.51\|10.48\|935049;2026-08-04\|11.29\|2.54\|11.01\|11.43\|10.91\|870391;2026-08-05\|11.68\|3.45\|11.21\|11.71\|11.06\|806888;2026-08-06\|11.68\|0.00\|11.56\|11.88\|11.50\|731958;2026-08-07\|11.72\|0.34\|11.77\|11.84\|11.45\|616785;2026-08-10\|12.12\|3.41\|11.79\|12.12\|11.69\|784959;2026-08-11\|11.72\|-3.30\|12.10\|12.30\|11.71\|747981;2026-08-12\|11.70\|-0.17\|11.74\|12.08\|11.67\|600421;2026-08-13\|11.81\|0.94\|11.71\|12.35\|11.66\|693721;2026-08-14\|11.79\|-0.17\|11.83\|12.25\|11.60\|566957;2026-08-17\|12.04\|2.12\|11.88\|12.06\|11.59\|599221;2026-08-18\|11.30\|-6.15\|11.90\|11.96\|11.25\|647631;2026-08-19\|10.93\|-3.27\|11.11\|12.32\|10.85\|862182;2026-08-20\|10.42\|-4.67\|10.96\|11.03\|10.37\|627600;2026-08-21\|10.53\|1.06\|10.31\|10.64\|10.14\|446270;2026-08-24\|10.39\|-1.33\|10.55\|10.81\|10.25\|357690;2026-08-25\|10.20\|-1.83\|10.25\|10.30\|10.02\|313577;2026-08-26\|10.21\|0.10\|10.09\|10.31\|9.99\|322286;2026-08-27\|10.48\|2.64\|10.29\|10.51\|10.20\|315069;2026-08-28\|10.80\|3.05\|10.50\|10.98\|10.45\|485933;2026-08-31\|10.49\|-2.87\|10.70\|10.70\|10.30\|318921;2026-09-01\|10.38\|-1.05\|10.53\|10.58\|10.32\|241115;2026-09-02\|10.31\|-0.67\|10.28\|10.37\|10.12\|203051;2026-09-03\|10.11\|-1.94\|10.31\|10.40\|10.10\|240108;2026-09-04\|9.90\|-2.08\|10.15\|10.20\|9.86\|333840;2026-09-07\|9.97\|0.71\|9.95\|9.98\|9.82\|213465;2026-09-08\|9.90\|-0.70\|9.99\|10.00\|9.85\|185808;2026-09-09\|10.05\|1.52\|9.86\|10.06\|9.85\|244618;2026-09-10\|9.74\|-3.08\|9.93\|9.95\|9.65\|267752

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