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
113511	日本光纤龙头谋划涨价	商业航天+AI算力+高管增持+央企行业原因： 1、据央视新闻，5月11日，天舟十号货运飞船发射任务取得圆满成功。 2、中信建投研报指出，商业航天有望迎来密集催化，包括5月中下旬计划首飞的长征十号乙火箭、5月下旬计划首飞的星河动力智神星一号、二季度内再次挑战一级回收的蓝箭航天朱雀三号火箭等。公司原因： 1、据2026年5月7日互动易，公司商业航天产品已配套主流火箭及卫星重点型号，盈利水平稳定，具备在轨飞行经验，市场竞争力突出。 2、据2026年5月7日互动易，公司AI算力布局涵盖光模块精密组件、电源连接器、高速及液冷连接器，光模块组件业务增长迅速，电源连接器订单充足。 3、据2026年5月8日公告，7名高管近两日合计增持6.9万股，金额252万元，并承诺6个月不减持。 4、公司实控人为中国航空工业集团有限公司。	国内最大的军用光电连接器制造企业；公司主要产品包括电连接器、光器件及光电设备、线缆组件及集成产品、流体器件及液冷设备等，主要用于航空、航天等防务领域及民用高端制造领域；子公司深圳翔通光电主营光纤连接器、光纤适配器、光模块陶瓷插芯、光纤通信有源及无源器件产品等	2026-03-03\|34.93\|-4.20\|36.50\|36.56\|34.89\|464914;2026-03-04\|35.07\|0.40\|34.56\|35.27\|34.45\|272126;2026-03-05\|35.01\|-0.17\|35.22\|35.40\|34.76\|261249;2026-03-06\|35.29\|0.80\|35.00\|35.50\|34.80\|236542;2026-03-09\|34.42\|-2.47\|34.82\|34.83\|34.10\|289736;2026-03-10\|35.35\|2.70\|34.58\|35.61\|34.57\|366021;2026-03-11\|37.31\|5.54\|36.30\|37.68\|35.62\|1030688;2026-03-12\|37.78\|1.26\|37.08\|38.06\|36.88\|800623;2026-03-13\|35.56\|-5.88\|37.21\|37.30\|35.48\|693046;2026-03-16\|35.36\|-0.56\|35.50\|35.78\|34.85\|340637;2026-03-17\|34.60\|-2.15\|35.51\|35.58\|34.57\|310352;2026-03-18\|35.43\|2.40\|34.78\|35.49\|34.50\|311644;2026-03-19\|34.56\|-2.46\|34.90\|35.19\|34.35\|311312;2026-03-20\|33.53\|-2.98\|34.54\|34.64\|33.47\|325162;2026-03-23\|32.58\|-2.83\|32.82\|33.30\|32.38\|280834;2026-03-24\|33.05\|1.44\|32.91\|33.20\|32.35\|207968;2026-03-25\|33.73\|2.06\|33.15\|33.92\|33.13\|200900;2026-03-26\|33.39\|-1.01\|33.94\|33.95\|33.20\|172714;2026-03-27\|33.23\|-0.48\|33.00\|33.49\|32.83\|133428;2026-03-30\|33.95\|2.17\|32.82\|34.23\|32.76\|233934;2026-03-31\|33.80\|-0.44\|33.94\|34.39\|33.63\|172678;2026-04-01\|34.10\|0.89\|34.20\|34.26\|33.73\|186333;2026-04-02\|33.26\|-2.46\|33.88\|34.08\|33.20\|152687;2026-04-03\|33.09\|-0.51\|33.33\|33.50\|32.82\|161490;2026-04-07\|35.08\|6.01\|33.10\|35.33\|33.10\|543281;2026-04-08\|35.70\|1.77\|35.23\|35.96\|35.09\|436507;2026-04-09\|36.88\|3.31\|35.36\|37.45\|35.30\|747316;2026-04-10\|36.84\|-0.11\|36.80\|37.39\|36.38\|601742;2026-04-13\|36.74\|-0.27\|36.52\|37.49\|36.50\|329606;2026-04-14\|36.51\|-0.63\|36.93\|36.96\|36.31\|286502;2026-04-15\|35.87\|-1.75\|36.74\|36.90\|35.80\|267602;2026-04-16\|35.62\|-0.70\|35.90\|36.15\|35.50\|237349;2026-04-17\|35.66\|0.11\|35.55\|36.10\|35.10\|276183;2026-04-20\|36.71\|2.94\|35.66\|36.95\|35.65\|426389;2026-04-21\|36.44\|-0.74\|36.79\|36.81\|36.17\|239494;2026-04-22\|36.42\|-0.05\|36.20\|36.44\|35.95\|236067;2026-04-23\|35.85\|-1.57\|36.39\|36.73\|35.55\|250366;2026-04-24\|35.21\|-1.79\|35.84\|36.45\|35.18\|314347;2026-04-27\|36.94\|4.91\|34.60\|37.06\|34.20\|659725;2026-04-28\|35.54\|-3.79\|36.60\|36.65\|35.32\|354840;2026-04-29\|36.25\|2.00\|35.29\|36.48\|35.27\|270610;2026-04-30\|36.56\|0.86\|36.23\|37.22\|35.60\|338828;2026-05-06\|37.16\|1.64\|36.80\|37.50\|36.57\|485629;2026-05-07\|36.61\|-1.48\|37.24\|37.24\|36.42\|347834;2026-05-08\|36.92\|0.85\|36.51\|37.13\|36.10\|380847;2026-05-11\|40.61\|9.99\|37.68\|40.61\|37.68\|1098050;2026-05-12\|40.85\|0.59\|41.77\|42.50\|40.67\|1410756;2026-05-13\|41.90\|2.57\|40.82\|42.50\|40.71\|873659;2026-05-14\|40.38\|-3.63\|42.50\|42.80\|40.38\|570754;2026-05-15\|39.46\|-2.28\|40.37\|41.20\|39.10\|480661;2026-05-18\|39.34\|-0.30\|40.01\|40.58\|38.75\|456908;2026-05-19\|39.88\|1.37\|39.20\|40.11\|38.57\|439767;2026-05-20\|41.45\|3.94\|39.65\|41.90\|39.65\|676919;2026-05-21\|40.80\|-1.57\|41.55\|42.70\|40.70\|635466;2026-05-22\|41.27\|1.15\|41.07\|41.71\|40.80\|331266;2026-05-25\|41.00\|-0.65\|41.38\|41.45\|39.38\|568541;2026-05-26\|39.48\|-2.40\|40.45\|41.90\|38.95\|542479;2026-05-27\|38.71\|-1.95\|39.69\|40.70\|38.50\|436771;2026-05-28\|38.99\|0.72\|38.66\|39.57\|38.17\|412039;2026-05-29\|36.42\|-6.59\|39.00\|39.46\|36.15\|531072;2026-06-01\|35.84\|-1.59\|36.75\|37.18\|35.75\|363487;2026-06-02\|35.63\|-0.59\|35.90\|36.04\|34.79\|346106;2026-06-03\|36.92\|3.62\|36.01\|38.24\|36.01\|454799;2026-06-04\|39.22\|6.23\|36.51\|39.86\|36.30\|660014;2026-06-05\|37.78\|-3.67\|38.75\|39.37\|37.64\|449961;2026-06-08\|35.33\|-6.48\|36.77\|37.35\|35.12\|479001;2026-06-09\|37.14\|5.12\|35.87\|37.20\|35.34\|414086;2026-06-10\|37.16\|0.05\|37.05\|38.28\|36.01\|362139;2026-06-11\|36.50\|-1.78\|36.76\|37.09\|36.08\|263308;2026-06-12\|36.01\|-1.34\|37.21\|37.85\|35.88\|481929;2026-06-15\|38.19\|6.05\|36.30\|38.40\|35.93\|516881;2026-06-16\|38.11\|-0.21\|38.41\|38.98\|37.78\|347777;2026-06-17\|38.82\|1.86\|37.75\|40.15\|37.30\|552895;2026-06-18\|40.78\|5.05\|38.96\|41.25\|38.52\|766308;2026-06-22\|42.73\|4.78\|41.51\|43.00\|41.45\|801736;2026-06-23\|41.50\|-2.88\|42.74\|43.10\|40.89\|640713;2026-06-24\|41.99\|1.18\|41.20\|42.58\|40.51\|513272;2026-06-25\|42.34\|0.83\|42.12\|43.87\|41.80\|519381;2026-06-26\|42.69\|0.83\|43.03\|43.87\|42.19\|671782;2026-06-29\|44.10\|3.30\|43.10\|45.45\|43.03\|804023;2026-06-30\|46.20\|4.76\|44.36\|47.21\|43.23\|712669;2026-07-01\|44.60\|-3.46\|46.20\|46.57\|44.15\|662107;2026-07-02\|44.11\|-1.10\|43.38\|45.67\|42.01\|595319;2026-07-03\|42.35\|-3.99\|43.70\|44.44\|42.10\|464258;2026-07-06\|43.79\|3.40\|42.80\|45.19\|41.33\|570005;2026-07-07\|43.16\|-1.44\|43.50\|44.33\|42.75\|385335;2026-07-08\|41.22\|-4.49\|43.27\|44.32\|41.22\|469225;2026-07-09\|40.13\|-2.64\|41.29\|41.69\|38.70\|614042;2026-07-10\|39.10\|-2.57\|40.60\|41.60\|39.00\|627803;2026-07-13\|36.49\|-6.68\|39.00\|39.00\|36.39\|375113
113510	日本光纤龙头谋划涨价	鸿海“提前供货”英伟达全光CPO机柜+AI服务器行业原因： 5月13日，据新华财经援引美媒报道，英伟达首席执行官黄仁勋将作为临时增加的人员，随美国总统特朗普一同访华。公司原因： 1、据财闻援引台媒报道，市场传出，鸿海集团“全光CPO交换机机柜”已提前向大客户英伟达交货，且出货目标从原先预估的2026年超过1万台，大幅上修至2026至2027年合计超过5万台。 2、据2026年4月17日投资者关系活动记录表，CPO全光交换机样机已投产，800G及以上交换机出货量同比增1.6倍、环比增46%。 3、据2026年4月29日一季报，云计算收入同比增1倍，AI GPU机柜出货量同比增3.8倍，AI ASIC服务器出货量同比增3.2倍。	消息称鸿海集团“全光CPO交换机机柜”已提前向大客户英伟达交货，且出货目标从原先预估的2026年超过1万台，大幅上修至2026至2027年合计超过5万台	2026-03-03\|54.88\|-1.17\|55.84\|57.80\|54.88\|1932188;2026-03-04\|53.76\|-2.04\|53.98\|55.16\|53.51\|1075282;2026-03-05\|55.10\|2.49\|54.79\|56.26\|54.33\|1362380;2026-03-06\|54.33\|-1.40\|54.80\|54.90\|53.80\|869298;2026-03-09\|52.79\|-2.83\|52.76\|52.94\|51.21\|1694578;2026-03-10\|54.36\|2.97\|53.63\|54.38\|53.40\|1173851;2026-03-11\|53.89\|-0.86\|54.70\|54.99\|53.60\|1220073;2026-03-12\|52.54\|-2.51\|53.90\|54.78\|52.22\|1410061;2026-03-13\|52.49\|-0.10\|52.02\|53.17\|52.01\|941798;2026-03-16\|52.70\|0.40\|52.18\|52.74\|51.50\|1010045;2026-03-17\|50.90\|-3.42\|52.99\|53.18\|50.87\|1319376;2026-03-18\|52.06\|2.28\|51.30\|52.14\|50.85\|1174776;2026-03-19\|50.46\|-3.07\|51.00\|51.29\|50.20\|1056018;2026-03-20\|50.30\|-0.32\|50.98\|52.45\|50.21\|1544521;2026-03-23\|47.60\|-5.37\|48.95\|49.09\|47.35\|1370951;2026-03-24\|48.84\|2.60\|48.57\|48.88\|47.49\|1107629;2026-03-25\|50.31\|3.01\|49.39\|51.00\|49.02\|1264703;2026-03-26\|49.74\|-1.13\|50.00\|51.50\|49.57\|1072890;2026-03-27\|49.53\|-0.42\|48.63\|49.90\|48.40\|784645;2026-03-30\|49.27\|-0.52\|48.46\|49.29\|48.33\|662624;2026-03-31\|51.46\|4.44\|49.00\|52.85\|48.53\|2386740;2026-04-01\|53.32\|3.61\|53.00\|53.50\|51.47\|2154300;2026-04-02\|52.00\|-2.48\|52.66\|54.45\|51.75\|1571751;2026-04-03\|52.18\|0.35\|52.60\|53.18\|52.00\|1045401;2026-04-07\|52.58\|0.77\|52.98\|54.00\|52.00\|1205864;2026-04-08\|56.61\|7.66\|54.16\|56.61\|53.38\|2517587;2026-04-09\|55.02\|-2.81\|55.00\|55.81\|54.80\|1553887;2026-04-10\|56.52\|2.73\|55.60\|57.27\|55.33\|1909441;2026-04-13\|55.70\|-1.45\|56.00\|56.55\|55.40\|1357149;2026-04-14\|58.92\|5.78\|56.47\|59.29\|56.13\|2549507;2026-04-15\|57.82\|-1.87\|59.36\|59.97\|57.20\|1973741;2026-04-16\|59.32\|2.59\|57.99\|59.99\|57.40\|1805236;2026-04-17\|60.97\|2.78\|59.60\|61.20\|58.98\|1878179;2026-04-20\|61.51\|0.89\|61.89\|63.33\|61.01\|2131508;2026-04-21\|61.41\|-0.16\|60.97\|61.50\|59.87\|1392037;2026-04-22\|66.89\|8.92\|61.19\|67.55\|61.03\|3160832;2026-04-23\|67.92\|1.54\|66.98\|69.10\|66.66\|2777453;2026-04-24\|65.01\|-4.28\|66.57\|67.21\|63.67\|2646640;2026-04-27\|67.25\|3.45\|66.01\|68.00\|65.38\|2358367;2026-04-28\|68.20\|1.41\|67.25\|68.99\|66.92\|2371396;2026-04-29\|66.26\|-2.84\|67.77\|67.77\|64.00\|2823039;2026-04-30\|62.88\|-5.10\|65.90\|66.20\|62.71\|2924075;2026-05-06\|63.08\|0.32\|63.28\|63.88\|61.74\|2652838;2026-05-07\|64.18\|1.74\|64.09\|64.59\|63.00\|2103300;2026-05-08\|63.28\|-1.40\|63.00\|64.20\|62.77\|1620171;2026-05-11\|65.85\|4.06\|64.20\|65.87\|63.00\|2724029;2026-05-12\|64.40\|-2.20\|65.87\|65.90\|63.23\|2135259;2026-05-13\|70.84\|10.00\|64.10\|70.84\|63.86\|4073570;2026-05-14\|68.60\|-3.16\|74.00\|74.00\|67.28\|4017452;2026-05-15\|67.62\|-1.43\|69.50\|71.76\|67.37\|3425679;2026-05-18\|68.98\|2.01\|65.88\|70.23\|64.95\|2518482;2026-05-19\|68.56\|-0.61\|68.30\|69.04\|66.40\|1914640;2026-05-20\|68.15\|-0.60\|68.20\|68.49\|66.50\|2102607;2026-05-21\|65.50\|-3.89\|69.20\|69.50\|65.00\|2096550;2026-05-22\|67.16\|2.53\|66.11\|67.66\|64.50\|1947455;2026-05-25\|70.30\|4.68\|68.00\|70.50\|67.30\|2659917;2026-05-26\|69.98\|-0.46\|69.86\|70.80\|68.00\|2189253;2026-05-27\|70.08\|0.14\|69.90\|73.74\|69.69\|2892366;2026-05-28\|75.00\|7.02\|70.00\|76.28\|68.89\|3616913;2026-05-29\|73.40\|-2.13\|78.75\|79.63\|73.10\|3593584;2026-06-01\|73.75\|0.48\|75.20\|76.50\|72.19\|3013251;2026-06-02\|80.01\|8.49\|75.00\|81.11\|73.85\|3778912;2026-06-03\|81.05\|1.30\|79.95\|84.95\|78.43\|3866136;2026-06-04\|78.55\|-3.08\|80.00\|80.86\|77.35\|2805857;2026-06-05\|74.06\|-5.72\|77.50\|78.21\|73.10\|2616486;2026-06-08\|70.48\|-4.83\|69.99\|73.30\|69.34\|1973161;2026-06-09\|74.74\|6.04\|71.99\|74.88\|70.88\|2025786;2026-06-10\|71.13\|-4.83\|72.90\|73.50\|70.25\|1464118;2026-06-11\|69.52\|-2.26\|69.82\|71.55\|68.20\|1484767;2026-06-12\|70.13\|0.88\|71.94\|72.26\|70.00\|1465028;2026-06-15\|73.40\|4.66\|71.47\|73.40\|70.48\|1626218;2026-06-16\|72.90\|-0.68\|73.40\|74.99\|72.50\|1741995;2026-06-17\|72.64\|-0.36\|71.70\|72.83\|71.00\|1654286;2026-06-18\|78.08\|7.49\|72.00\|79.90\|71.95\|4249682;2026-06-22\|78.88\|1.02\|78.08\|79.41\|75.80\|2989520;2026-06-23\|74.10\|-6.06\|78.88\|78.89\|73.70\|2416537;2026-06-24\|76.78\|3.62\|73.00\|76.99\|73.00\|2147290;2026-06-25\|76.99\|0.27\|77.59\|77.70\|74.85\|1961813;2026-06-26\|70.22\|-8.79\|75.00\|75.00\|70.00\|2623513;2026-06-29\|69.61\|-0.87\|69.30\|71.46\|66.50\|1964970;2026-06-30\|72.15\|3.65\|69.56\|72.96\|69.18\|1637706;2026-07-01\|70.00\|-2.98\|73.00\|73.88\|69.50\|1629668;2026-07-02\|64.02\|-8.54\|67.46\|67.47\|63.63\|1935914;2026-07-03\|64.72\|1.09\|63.50\|66.22\|62.99\|1301297;2026-07-06\|63.59\|-1.75\|65.77\|66.00\|61.50\|1231123;2026-07-07\|63.78\|0.30\|63.17\|64.65\|62.50\|958989;2026-07-08\|66.01\|3.50\|65.00\|67.57\|64.32\|1803771;2026-07-09\|69.53\|5.33\|66.61\|69.66\|65.61\|1736829;2026-07-10\|66.27\|-4.69\|71.00\|71.00\|66.20\|2082384;2026-07-13\|64.18\|-3.15\|65.30\|66.16\|63.98\|646208
113509	日本光纤龙头谋划涨价	涨停揭秘：新易盛连续大涨，年报预告净利润预增231%-249%，受益于AI算力投资加速及高速率光模块需求爆发，光通信板块整体走强；涨停缘由：年报预告净利润同比大增231.24%-248.86%；高速率光模块出货量显著提升；英伟达GTC大会强化算力基建预期；Lumentum订单排至2028年印证行业高景气；资金逻辑：光通信板块最强趋势股，主力资金连续7日净流入，融资余额翻倍增长，机构重仓+外资回补，量价配合完美，趋势动能强劲；风险提示：海外客户占比高，地缘政治扰动风险未消除，部分型号产品面临价格竞争，Q2环比增速或阶段性放缓	公司1.6T光模块订单相对于去年增幅很大	2026-03-03\|382.20\|0.32\|381.00\|395.48\|379.00\|511459;2026-03-04\|369.37\|-3.36\|377.60\|383.88\|366.65\|326122;2026-03-05\|401.24\|8.63\|384.94\|422.60\|383.26\|696779;2026-03-06\|402.00\|0.19\|393.22\|412.00\|387.09\|404315;2026-03-09\|384.00\|-4.48\|380.00\|387.32\|369.32\|441664;2026-03-10\|397.33\|3.47\|394.75\|401.00\|382.59\|424881;2026-03-11\|393.23\|-1.03\|400.01\|408.00\|392.20\|338382;2026-03-12\|378.77\|-3.68\|400.01\|404.85\|375.67\|346187;2026-03-13\|394.03\|4.03\|373.18\|399.99\|372.02\|407737;2026-03-16\|413.23\|4.87\|396.04\|418.03\|392.00\|472241;2026-03-17\|389.33\|-5.78\|422.01\|426.88\|385.93\|453934;2026-03-18\|430.90\|10.68\|399.20\|431.35\|398.00\|609727;2026-03-19\|440.40\|2.20\|427.01\|450.81\|427.01\|543572;2026-03-20\|477.05\|8.32\|468.00\|490.28\|458.88\|671922;2026-03-23\|460.44\|-3.48\|456.13\|477.87\|453.00\|480832;2026-03-24\|468.00\|1.64\|459.00\|468.33\|438.00\|406861;2026-03-25\|476.20\|1.75\|490.21\|492.00\|463.00\|458162;2026-03-26\|457.00\|-4.03\|469.02\|480.00\|455.12\|365099;2026-03-27\|447.41\|-2.10\|446.29\|461.30\|440.01\|298317;2026-03-30\|458.38\|2.45\|445.20\|464.00\|445.20\|255254;2026-03-31\|442.84\|-3.39\|445.65\|454.50\|434.70\|283290;2026-04-01\|460.60\|4.01\|461.53\|463.00\|444.00\|312649;2026-04-02\|447.49\|-2.85\|453.11\|460.98\|442.80\|218135;2026-04-03\|455.30\|1.75\|457.00\|469.00\|454.05\|336360;2026-04-07\|458.70\|0.75\|450.00\|468.00\|441.19\|284174;2026-04-08\|501.50\|9.33\|475.10\|502.00\|469.09\|469399;2026-04-09\|490.00\|-2.29\|491.30\|497.80\|488.00\|298416;2026-04-10\|522.50\|6.63\|493.00\|528.00\|485.00\|444844;2026-04-13\|512.72\|-1.87\|518.00\|522.00\|500.01\|375113;2026-04-14\|520.00\|1.42\|522.94\|538.90\|515.00\|387738;2026-04-15\|496.98\|-4.43\|525.02\|534.00\|490.02\|460646;2026-04-16\|537.50\|8.15\|497.00\|539.93\|496.00\|418603;2026-04-17\|589.00\|9.58\|550.00\|589.98\|542.03\|416195;2026-04-20\|583.00\|-1.02\|589.00\|596.96\|577.00\|342506;2026-04-21\|578.50\|-0.77\|578.00\|582.99\|566.00\|287544;2026-04-22\|622.71\|7.64\|569.00\|625.26\|568.03\|433446;2026-04-23\|608.28\|-2.32\|619.00\|627.80\|600.99\|401775;2026-04-24\|537.27\|-11.67\|552.76\|566.66\|528.01\|913871;2026-04-27\|538.00\|0.14\|549.40\|553.00\|534.86\|468082;2026-04-28\|535.46\|-0.47\|537.34\|548.00\|517.01\|357953;2026-04-29\|537.00\|0.29\|529.00\|549.50\|526.00\|275645;2026-04-30\|525.79\|-2.09\|549.00\|549.00\|518.00\|302098;2026-05-06\|522.48\|-0.63\|539.90\|542.58\|517.00\|420933;2026-05-07\|563.50\|7.85\|523.85\|565.00\|513.00\|533930;2026-05-08\|551.67\|-2.10\|553.00\|560.99\|546.47\|298005;2026-05-11\|563.70\|2.18\|554.00\|569.99\|525.25\|581077;2026-05-12\|592.52\|5.11\|575.00\|599.75\|570.91\|524973;2026-05-13\|628.99\|6.16\|585.11\|630.79\|582.18\|423739;2026-05-14\|617.90\|-1.76\|641.50\|653.70\|606.90\|382290;2026-05-15\|610.05\|-1.27\|617.00\|629.68\|586.28\|356062;2026-05-18\|599.92\|-1.66\|599.00\|617.27\|593.00\|292637;2026-05-19\|572.50\|-4.57\|599.51\|599.91\|560.31\|339052;2026-05-20\|587.97\|2.70\|575.39\|600.88\|571.51\|326624;2026-05-21\|566.00\|-3.74\|588.33\|603.53\|565.27\|328097;2026-05-22\|606.77\|7.20\|577.33\|613.88\|570.00\|404278;2026-05-25\|659.01\|8.61\|620.13\|660.06\|595.01\|476893;2026-05-26\|700.00\|6.22\|656.00\|703.58\|655.00\|463532;2026-05-27\|695.00\|-0.71\|690.53\|715.00\|683.83\|351379;2026-05-28\|718.34\|3.36\|695.00\|727.00\|671.77\|339478;2026-05-29\|706.45\|-1.66\|718.00\|733.99\|701.01\|332555;2026-06-01\|679.82\|-3.77\|709.14\|713.73\|673.10\|295925;2026-06-02\|747.00\|9.88\|696.00\|752.00\|693.10\|387107;2026-06-03\|782.25\|4.72\|760.00\|815.98\|758.07\|426909;2026-06-04\|775.94\|-0.81\|773.46\|785.97\|764.00\|254101;2026-06-05\|748.00\|-3.60\|790.00\|818.38\|730.00\|441765;2026-06-08\|725.00\|-3.07\|711.11\|745.00\|705.89\|322561;2026-06-09\|785.73\|8.38\|748.89\|795.00\|738.00\|348609;2026-06-10\|772.50\|-1.68\|770.00\|799.75\|760.10\|308882;2026-06-11\|526.00\|-4.55\|552.00\|575.00\|498.67\|667564;2026-06-12\|506.46\|-3.71\|540.00\|544.98\|502.80\|654443;2026-06-15\|540.49\|6.72\|515.00\|540.88\|490.13\|612302;2026-06-16\|549.00\|1.57\|541.51\|561.77\|535.01\|405700;2026-06-17\|557.88\|1.62\|545.70\|558.50\|537.11\|389548;2026-06-18\|581.48\|4.23\|552.66\|588.00\|551.18\|428749;2026-06-22\|579.97\|-0.26\|584.10\|591.00\|560.00\|455114;2026-06-23\|552.00\|-4.82\|575.00\|587.00\|540.00\|444398;2026-06-24\|555.30\|0.60\|552.00\|574.48\|546.00\|405643;2026-06-25\|610.49\|9.94\|560.00\|610.80\|550.06\|694274;2026-06-26\|566.00\|-7.29\|598.00\|598.00\|550.00\|617733;2026-06-29\|556.96\|-1.60\|556.00\|576.00\|524.22\|518139;2026-06-30\|607.00\|8.98\|565.43\|612.86\|555.78\|584424;2026-07-01\|575.56\|-5.18\|608.00\|618.87\|566.56\|476237;2026-07-02\|509.00\|-11.56\|545.00\|548.50\|504.60\|696063;2026-07-03\|526.00\|3.34\|510.00\|551.77\|505.88\|534507;2026-07-06\|506.89\|-3.63\|526.00\|530.00\|502.00\|431690;2026-07-07\|510.10\|0.63\|506.89\|518.21\|490.10\|454313;2026-07-08\|510.84\|0.15\|515.00\|533.38\|498.13\|445276;2026-07-09\|545.50\|6.78\|526.00\|549.94\|509.96\|491997;2026-07-10\|523.05\|-4.12\|564.00\|570.98\|520.58\|510678;2026-07-13\|524.66\|0.31\|518.00\|541.74\|517.00\|202755
113508	日本光纤龙头谋划涨价	光纤涨价+算力基建+储能扩产行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成长期合作，康宁将新建三家美国工厂，把美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，过去一年G.657.A2光纤价格由32元/芯公里飙至240元，涨幅650%。公司原因： 1、据2026年4月25日年报及2026年4月30日互动易，公司800G光模块已规模出货，空芯光纤实现量产，光电智连系统直接配套AI万卡集群，受益算力基建提速。 2、据中金公司2026年5月1日研报，光纤价格自2025年底全面上涨，公司作为头部供应商产能利用率提升，推动2026Q1归母净利同比增46.42%。 3、据2026年4月15日公告及2026年5月7日证券时报，公司将2亿元募集资金转投“新型储能低碳智造项目”，新增20GWh/年储能系统产能，并于酒泉新设储能科技公司加码布局。	公司中标约15.18亿元国内某互联网企业耗材集采招标项目	2026-03-03\|28.79\|-4.67\|30.59\|30.98\|28.73\|1754791;2026-03-04\|28.83\|0.14\|28.05\|29.50\|28.05\|1464931;2026-03-05\|28.82\|-0.03\|29.31\|29.59\|27.88\|1754972;2026-03-06\|27.38\|-5.00\|28.45\|28.88\|27.22\|1634252;2026-03-09\|27.20\|-0.66\|26.37\|27.31\|25.38\|1554020;2026-03-10\|28.90\|6.25\|27.55\|29.18\|27.41\|1685445;2026-03-11\|30.01\|3.84\|29.82\|31.66\|29.79\|2448244;2026-03-12\|30.24\|0.77\|29.60\|31.38\|29.50\|1599298;2026-03-13\|29.75\|-1.62\|29.93\|31.74\|29.70\|1328936;2026-03-16\|28.28\|-4.94\|30.05\|30.36\|28.00\|1269791;2026-03-17\|26.12\|-7.64\|28.58\|28.72\|26.00\|1602169;2026-03-18\|26.60\|1.84\|26.16\|26.72\|25.70\|1203826;2026-03-19\|25.90\|-2.63\|25.89\|26.49\|25.69\|852994;2026-03-20\|25.70\|-0.77\|26.38\|26.84\|25.52\|1313512;2026-03-23\|25.10\|-2.33\|24.60\|25.87\|24.60\|995117;2026-03-24\|26.10\|3.98\|25.63\|26.23\|25.00\|1231570;2026-03-25\|27.67\|6.02\|27.00\|27.93\|26.71\|1762654;2026-03-26\|26.77\|-3.25\|27.30\|28.08\|26.70\|1131724;2026-03-27\|27.05\|1.05\|26.25\|27.61\|25.91\|1153870;2026-03-30\|28.99\|7.17\|26.65\|29.46\|26.56\|1649417;2026-03-31\|30.09\|3.79\|28.86\|31.10\|28.03\|2335706;2026-04-01\|29.16\|-3.09\|30.99\|30.99\|28.60\|1587607;2026-04-02\|29.32\|0.55\|29.15\|30.62\|29.11\|1427117;2026-04-03\|30.67\|4.60\|29.46\|31.50\|29.25\|1963989;2026-04-07\|30.25\|-1.37\|30.82\|31.77\|30.06\|1499965;2026-04-08\|30.70\|1.49\|30.98\|31.17\|29.50\|1916845;2026-04-09\|31.40\|2.28\|30.28\|32.18\|29.41\|2222982;2026-04-10\|29.80\|-5.10\|31.38\|31.40\|29.50\|2575517;2026-04-13\|28.52\|-4.30\|29.41\|29.63\|28.33\|2167335;2026-04-14\|28.33\|-0.67\|28.80\|29.42\|27.88\|1721968;2026-04-15\|27.80\|-1.87\|28.26\|29.14\|27.68\|1562966;2026-04-16\|28.00\|0.72\|27.81\|28.33\|27.42\|1288208;2026-04-17\|28.14\|0.50\|28.01\|28.50\|27.62\|1605282;2026-04-20\|30.95\|9.99\|28.90\|30.95\|28.83\|2247838;2026-04-21\|32.44\|4.81\|31.00\|32.88\|30.78\|3957275;2026-04-22\|34.82\|7.34\|32.54\|34.84\|32.50\|3003972;2026-04-23\|34.07\|-2.15\|34.00\|35.04\|33.20\|2857762;2026-04-24\|33.21\|-2.52\|34.00\|34.50\|32.58\|2099211;2026-04-27\|35.78\|7.74\|34.29\|36.53\|34.23\|3393558;2026-04-28\|35.00\|-2.18\|35.78\|36.46\|34.00\|2647729;2026-04-29\|34.28\|-2.06\|34.20\|34.49\|33.33\|1784217;2026-04-30\|33.12\|-3.38\|34.30\|34.35\|32.51\|2123488;2026-05-06\|34.89\|5.34\|33.67\|35.25\|33.67\|2344121;2026-05-07\|38.38\|10.00\|36.10\|38.38\|35.00\|2891081;2026-05-08\|40.90\|6.57\|38.20\|41.16\|38.20\|3121181;2026-05-11\|43.86\|7.24\|44.98\|44.99\|42.75\|4148832;2026-05-12\|44.08\|0.50\|44.00\|46.18\|43.25\|4281311;2026-05-13\|43.60\|-1.09\|42.54\|43.94\|42.54\|2852067;2026-05-14\|44.10\|1.15\|44.50\|45.96\|43.68\|3745868;2026-05-15\|40.99\|-7.05\|44.38\|44.90\|40.11\|3651492;2026-05-18\|43.95\|7.22\|41.90\|44.68\|41.90\|3262116;2026-05-19\|44.55\|1.37\|43.00\|44.90\|41.29\|3196647;2026-05-20\|45.41\|1.93\|44.55\|47.40\|43.80\|3397230;2026-05-21\|41.90\|-7.73\|45.00\|45.77\|41.85\|3085398;2026-05-22\|43.82\|4.58\|42.69\|43.88\|42.48\|2264915;2026-05-25\|42.89\|-2.12\|44.29\|44.66\|41.80\|2809496;2026-05-26\|40.48\|-5.62\|42.00\|42.05\|39.26\|2931741;2026-05-27\|39.05\|-3.53\|39.80\|40.90\|38.82\|2221748;2026-05-28\|40.52\|3.76\|39.25\|40.74\|37.75\|2400489;2026-05-29\|42.19\|4.12\|41.00\|43.60\|38.85\|3852300;2026-06-01\|39.39\|-6.64\|42.00\|42.15\|39.07\|2462325;2026-06-02\|42.89\|8.89\|39.03\|43.33\|39.03\|4059782;2026-06-03\|44.98\|4.87\|43.89\|46.98\|43.40\|4191823;2026-06-04\|46.06\|2.40\|43.81\|47.18\|43.81\|3543682;2026-06-05\|46.07\|0.02\|45.08\|49.37\|44.95\|4065648;2026-06-08\|49.53\|7.51\|44.00\|50.68\|44.00\|5131565;2026-06-09\|54.48\|9.99\|50.53\|54.48\|48.56\|4848082;2026-06-10\|50.20\|-7.86\|52.50\|53.79\|49.18\|3836724;2026-06-11\|49.27\|-1.85\|49.69\|51.00\|48.05\|2899092;2026-06-12\|48.60\|-1.36\|50.72\|52.20\|48.59\|3301235;2026-06-15\|51.35\|5.66\|49.97\|51.47\|46.88\|3099242;2026-06-16\|54.15\|5.45\|51.40\|55.16\|51.00\|3175822;2026-06-17\|54.91\|1.40\|52.65\|56.32\|52.63\|3096590;2026-06-18\|56.55\|2.99\|54.13\|57.77\|54.13\|2846263;2026-06-22\|59.63\|5.45\|58.38\|61.18\|57.57\|2993802;2026-06-23\|61.73\|3.52\|60.30\|64.64\|58.47\|3239779;2026-06-24\|61.91\|0.29\|60.00\|63.99\|59.80\|2991124;2026-06-25\|68.10\|10.00\|63.40\|68.10\|61.81\|3160833;2026-06-26\|61.29\|-10.00\|65.66\|66.48\|61.29\|3954530;2026-06-29\|58.84\|-4.00\|60.00\|62.26\|56.39\|3192123;2026-06-30\|60.68\|3.13\|59.81\|61.50\|58.05\|2517377;2026-07-01\|55.42\|-8.67\|60.10\|60.13\|54.61\|3575366;2026-07-02\|51.58\|-6.93\|52.65\|54.31\|50.60\|2791416;2026-07-03\|50.22\|-2.64\|50.82\|52.50\|50.11\|2334801;2026-07-06\|48.03\|-4.36\|51.67\|51.95\|46.58\|2686918;2026-07-07\|47.27\|-1.58\|47.94\|48.68\|46.68\|1928746;2026-07-08\|44.86\|-5.10\|47.97\|48.20\|44.71\|2203827;2026-07-09\|47.14\|5.08\|45.85\|47.28\|43.28\|3392001;2026-07-10\|45.91\|-2.61\|47.34\|49.78\|45.89\|3183892;2026-07-13\|42.59\|-7.23\|44.88\|45.68\|42.27\|1572143
113507	日本光纤龙头谋划涨价	涨停揭秘：光模块PCB核心供应商，受益于日本光纤龙头涨价预期及800G光模块放量；涨停缘由：公司具备400G/800G光模块PCB量产能力，产品已应用于主流通信设备商；日本光纤巨头酝酿涨价强化上游材料议价逻辑，PCB作为光模块关键载体直接受益；资金逻辑：6月5日主力净流入1.36亿元，融资余额达5.94亿元创阶段新高，新华策略精选等6只基金Q1新进重仓，筹码向机构集中；风险提示：股东户数5月底环比增20.79%，人均持股下降17.21%，筹码短期趋于分散；一季报净利润同比+89%但绝对值仅1890万元，业绩持续性待验证	1、公司PCB涵盖单面板、双面板和多层板等，包括高频高速板、高阶 HDI 板等类型，主要应用于通信、工业控制、汽车电子、半导体封装等领域； 2、公司具备光模块板的制程能力，产品有应用于通信应用领域，公司能够提供支持客户实施400G/800G收发器的解决方案	2026-03-03\|103.29\|-5.91\|108.50\|109.00\|100.00\|155706;2026-03-04\|108.60\|5.14\|101.84\|112.00\|101.84\|131922;2026-03-05\|108.05\|-0.51\|110.00\|113.50\|105.88\|131213;2026-03-06\|108.21\|0.15\|106.11\|114.63\|106.11\|103546;2026-03-09\|101.90\|-5.83\|102.00\|104.82\|94.00\|125422;2026-03-10\|106.50\|4.51\|104.81\|107.90\|99.41\|103182;2026-03-11\|109.19\|2.53\|104.90\|110.99\|104.88\|102636;2026-03-12\|101.30\|-7.23\|108.78\|109.19\|98.01\|109829;2026-03-13\|97.20\|-4.05\|100.00\|100.78\|96.81\|66107;2026-03-16\|99.10\|1.95\|97.26\|101.85\|96.60\|85245;2026-03-17\|87.31\|-11.90\|96.90\|97.80\|87.25\|118272;2026-03-18\|88.35\|1.19\|87.49\|89.29\|85.41\|84052;2026-03-19\|84.58\|-4.27\|86.87\|88.50\|84.04\|58840;2026-03-20\|83.26\|-1.56\|85.51\|88.58\|83.26\|75506;2026-03-23\|81.63\|-1.96\|80.13\|85.81\|78.00\|94368;2026-03-24\|83.39\|2.16\|82.50\|84.16\|80.33\|69805;2026-03-25\|86.15\|3.31\|85.06\|89.90\|84.94\|86866;2026-03-26\|84.25\|-2.21\|85.17\|87.95\|84.18\|58142;2026-03-27\|83.66\|-0.70\|82.79\|86.37\|81.63\|58090;2026-03-30\|82.46\|-1.43\|82.16\|83.29\|79.30\|62998;2026-03-31\|80.33\|-2.58\|81.99\|83.27\|79.95\|45121;2026-04-01\|85.59\|6.55\|83.19\|86.00\|82.12\|85996;2026-04-02\|83.01\|-3.01\|84.84\|86.60\|81.68\|53421;2026-04-03\|85.20\|2.64\|83.70\|86.55\|83.16\|83071;2026-04-07\|87.40\|2.58\|85.19\|90.80\|84.62\|93891;2026-04-08\|91.65\|4.86\|91.90\|92.00\|87.51\|119427;2026-04-09\|94.23\|2.82\|89.84\|96.66\|89.81\|115890;2026-04-10\|97.62\|3.60\|94.53\|100.36\|94.00\|118158;2026-04-13\|96.08\|-1.58\|96.55\|97.64\|94.88\|86725;2026-04-14\|96.32\|0.25\|97.80\|99.94\|93.30\|113449;2026-04-15\|98.06\|1.81\|97.58\|100.00\|95.95\|112451;2026-04-16\|97.92\|-0.14\|97.74\|100.88\|97.06\|93258;2026-04-17\|98.31\|0.40\|97.00\|99.58\|96.06\|75651;2026-04-20\|97.81\|-0.51\|98.85\|99.50\|96.20\|71093;2026-04-21\|98.50\|0.71\|96.17\|99.79\|95.20\|70807;2026-04-22\|99.93\|1.45\|97.89\|101.93\|96.87\|74816;2026-04-23\|97.58\|-2.35\|99.47\|101.70\|95.05\|79050;2026-04-24\|94.42\|-3.24\|96.75\|97.80\|93.21\|64330;2026-04-27\|95.38\|1.02\|94.43\|97.36\|94.42\|47079;2026-04-28\|97.00\|1.70\|94.99\|99.15\|92.69\|74956;2026-04-29\|102.88\|6.06\|98.70\|107.33\|97.00\|136650;2026-04-30\|108.10\|5.07\|105.24\|111.90\|103.56\|115033;2026-05-06\|116.31\|7.59\|108.80\|121.66\|105.54\|142984;2026-05-07\|116.30\|-0.01\|116.42\|116.80\|111.62\|105816;2026-05-08\|119.00\|2.32\|113.91\|123.39\|113.50\|94312;2026-05-11\|117.85\|-0.97\|117.52\|119.95\|115.66\|86187;2026-05-12\|121.50\|3.10\|118.08\|129.60\|118.08\|105529;2026-05-13\|126.70\|4.28\|119.00\|128.50\|117.00\|98282;2026-05-14\|122.81\|-3.07\|125.98\|127.93\|120.60\|78554;2026-05-15\|121.90\|-0.74\|123.15\|133.07\|120.60\|97042;2026-05-18\|128.50\|5.41\|120.75\|129.44\|120.75\|83597;2026-05-19\|130.29\|1.39\|127.76\|130.88\|123.00\|71133;2026-05-20\|135.99\|4.37\|131.30\|136.49\|127.00\|86279;2026-05-21\|127.24\|-6.43\|133.34\|136.88\|126.71\|78100;2026-05-22\|131.16\|3.08\|129.99\|134.33\|128.66\|105949;2026-05-25\|148.14\|12.95\|139.18\|150.60\|137.00\|97780;2026-05-26\|145.59\|-1.72\|144.38\|151.00\|140.18\|90519;2026-05-27\|156.00\|7.15\|148.19\|159.66\|147.12\|121039;2026-05-28\|151.85\|-2.66\|150.94\|159.59\|149.19\|90767;2026-05-29\|159.79\|5.23\|150.75\|175.98\|149.60\|143954;2026-06-01\|144.45\|-9.60\|156.80\|159.94\|143.00\|143279;2026-06-02\|149.90\|3.77\|143.20\|154.18\|139.51\|109531;2026-06-03\|150.00\|0.07\|152.00\|156.91\|147.66\|92920;2026-06-04\|154.64\|3.09\|148.41\|158.50\|147.38\|100294;2026-06-05\|157.79\|2.04\|154.51\|166.60\|147.00\|114985;2026-06-08\|155.97\|-1.15\|149.90\|162.80\|149.00\|96060;2026-06-09\|172.37\|10.51\|162.58\|174.44\|158.58\|122593;2026-06-10\|160.15\|-7.09\|163.47\|166.58\|156.66\|100080;2026-06-11\|160.90\|0.47\|157.27\|160.98\|152.06\|92419;2026-06-12\|167.32\|3.99\|162.50\|173.00\|159.60\|118336;2026-06-15\|185.05\|10.60\|169.90\|185.90\|167.53\|112298;2026-06-16\|181.37\|-1.99\|183.27\|186.00\|176.40\|114387;2026-06-17\|180.25\|-0.62\|179.56\|192.01\|177.45\|114410;2026-06-18\|191.30\|6.13\|180.30\|194.90\|178.12\|115534;2026-06-22\|197.00\|2.98\|189.52\|199.56\|186.33\|97824;2026-06-23\|182.20\|-7.51\|194.00\|195.27\|178.00\|95067;2026-06-24\|203.70\|11.80\|182.00\|206.66\|179.88\|116466;2026-06-25\|206.66\|1.45\|201.38\|210.98\|198.23\|88567;2026-06-26\|198.40\|-4.00\|202.00\|204.15\|193.25\|82679;2026-06-29\|191.08\|-3.69\|193.80\|205.00\|176.00\|97866;2026-06-30\|204.50\|7.02\|193.50\|212.00\|190.31\|96434;2026-07-01\|188.82\|-7.67\|204.00\|204.19\|183.00\|100748;2026-07-02\|173.80\|-7.95\|181.67\|186.98\|171.00\|74918;2026-07-03\|173.65\|-0.09\|171.80\|183.18\|170.61\|71886;2026-07-06\|165.45\|-4.72\|179.00\|181.79\|164.00\|71622;2026-07-07\|165.00\|-0.27\|167.00\|173.55\|161.30\|57079;2026-07-08\|161.06\|-2.39\|167.32\|172.25\|159.01\|48093;2026-07-09\|177.45\|10.18\|166.00\|177.80\|162.05\|74719;2026-07-10\|163.80\|-7.69\|177.52\|180.58\|163.00\|72683;2026-07-13\|157.39\|-3.91\|162.50\|165.25\|155.61\|34954
113506	日本光纤龙头谋划涨价	1.6T光模块+CPO+算力行业原因： 1、2026年4月1日，英伟达宣布向Marvell投资20亿美元，双方将联合研发硅光子技术及定制XPU。 2、LightCounting 4月1日报告指出，到2030年，AI集群所用光互连产品年销售额有望达到1000亿美元。AI集群规模扩大推动单GPU光模块用量上升：Scale-out网络中每GPU最多需6个模块，Scale-up网络所需带宽约为前者的10倍。公司原因： 1、据2025年年度报告，公司聚焦AI算力集群光互联，已发布1.6T OSFP DR8光模块并推进800G/1.6T CPO技术迭代与客户验证，产品面向全球智算中心。 2、据2026年4月2日投资者关系活动记录表，北美DCI及算力中心互联需求指数级增长，公司400G相干模块已小批量出货，800G相干器件在研，泰国基地预计4月试生产、6月投产后新增约10亿元产能，1.6T模块预计下半年有望放量。 3、据2025年年度报告，公司客户覆盖中兴通讯、中国移动、Ciena、北美云厂商及头部互联网公司，全球化客户结构优质。	光传输全产业链企业；公司400G相干模块已实现小批量试产，硅基OCS获海外样品订单	2026-03-03\|177.00\|-4.54\|192.00\|194.70\|176.00\|113218;2026-03-04\|179.91\|1.64\|175.00\|184.17\|172.52\|90128;2026-03-05\|179.60\|-0.17\|186.00\|191.55\|176.00\|110940;2026-03-06\|169.00\|-5.90\|175.00\|179.86\|164.56\|116451;2026-03-09\|158.93\|-5.96\|158.03\|160.29\|149.00\|108026;2026-03-10\|181.00\|13.89\|167.00\|183.00\|167.00\|156652;2026-03-11\|186.25\|2.90\|182.74\|197.88\|182.74\|133177;2026-03-12\|185.60\|-0.35\|187.00\|191.85\|176.51\|105806;2026-03-13\|182.40\|-1.72\|182.26\|192.66\|181.00\|109858;2026-03-16\|183.80\|0.77\|184.25\|188.55\|177.40\|107435;2026-03-17\|161.96\|-11.88\|182.00\|183.50\|161.43\|132317;2026-03-18\|173.85\|7.34\|168.88\|175.98\|163.44\|120804;2026-03-19\|179.27\|3.12\|169.84\|186.00\|169.60\|115826;2026-03-20\|176.63\|-1.47\|195.00\|198.00\|176.10\|189700;2026-03-23\|167.71\|-5.05\|169.40\|178.49\|165.01\|129705;2026-03-24\|179.27\|6.89\|171.00\|183.73\|167.68\|154686;2026-03-25\|193.38\|7.87\|187.00\|196.69\|185.07\|172397;2026-03-26\|188.88\|-2.33\|196.67\|196.97\|186.61\|79653;2026-03-27\|205.57\|8.84\|180.86\|209.53\|176.28\|154464;2026-03-30\|206.57\|0.49\|198.00\|209.68\|195.12\|115345;2026-03-31\|184.00\|-10.93\|196.12\|198.00\|182.73\|129223;2026-04-01\|202.00\|9.78\|193.00\|202.00\|188.59\|131030;2026-04-02\|206.01\|1.99\|195.00\|212.00\|195.00\|123928;2026-04-03\|247.21\|20.00\|219.98\|247.21\|219.00\|161827;2026-04-07\|234.28\|-5.23\|245.04\|245.82\|232.19\|150375;2026-04-08\|248.00\|5.86\|248.00\|248.50\|235.35\|154557;2026-04-09\|243.00\|-2.02\|245.00\|260.00\|242.07\|144962;2026-04-10\|236.30\|-2.76\|248.40\|252.63\|230.50\|159436;2026-04-13\|233.50\|-1.18\|231.04\|235.98\|227.06\|108016;2026-04-14\|251.22\|7.59\|238.00\|262.60\|235.00\|171814;2026-04-15\|242.02\|-3.66\|248.00\|253.00\|238.52\|128818;2026-04-16\|240.81\|-0.50\|238.00\|244.44\|235.00\|98546;2026-04-17\|255.90\|6.27\|246.32\|257.00\|240.21\|174243;2026-04-20\|247.01\|-3.47\|252.36\|264.87\|246.00\|138924;2026-04-21\|258.51\|4.66\|242.00\|258.51\|237.18\|132527;2026-04-22\|268.00\|3.67\|253.00\|273.77\|252.20\|135110;2026-04-23\|242.28\|-9.60\|271.00\|284.83\|238.00\|205220;2026-04-24\|229.60\|-5.23\|237.00\|244.91\|224.50\|144353;2026-04-27\|236.57\|3.04\|231.44\|243.88\|225.00\|108274;2026-04-28\|253.01\|6.95\|252.00\|264.59\|243.01\|184253;2026-04-29\|234.80\|-7.20\|245.47\|249.00\|230.30\|145852;2026-04-30\|240.96\|2.62\|243.00\|255.80\|236.66\|145609;2026-05-06\|242.22\|0.52\|243.37\|249.87\|233.33\|161075;2026-05-07\|255.90\|5.65\|238.25\|258.05\|236.08\|149988;2026-05-08\|251.32\|-1.79\|246.70\|255.68\|245.80\|112782;2026-05-11\|268.88\|6.99\|256.49\|275.68\|246.50\|160452;2026-05-12\|292.58\|8.81\|287.87\|310.88\|278.00\|187719;2026-05-13\|296.33\|1.28\|292.58\|306.56\|286.81\|126873;2026-05-14\|285.18\|-3.76\|296.33\|305.30\|284.89\|106644;2026-05-15\|266.01\|-6.72\|280.16\|288.99\|260.56\|133983;2026-05-18\|272.00\|2.25\|261.80\|280.87\|258.09\|93293;2026-05-19\|258.00\|-5.15\|266.91\|268.00\|243.92\|132922;2026-05-20\|267.07\|3.52\|256.97\|268.98\|248.49\|112893;2026-05-21\|249.74\|-6.49\|270.00\|271.06\|248.89\|102651;2026-05-22\|256.80\|2.83\|254.80\|259.70\|251.10\|79576;2026-05-25\|260.70\|1.52\|265.00\|266.88\|250.50\|94723;2026-05-26\|242.20\|-7.10\|258.00\|258.10\|238.10\|114673;2026-05-27\|239.20\|-1.24\|242.90\|248.88\|235.60\|91846;2026-05-28\|249.11\|4.14\|236.60\|249.86\|228.30\|107467;2026-05-29\|237.41\|-4.70\|245.52\|248.00\|235.20\|90118;2026-06-01\|220.01\|-7.33\|237.92\|239.30\|220.01\|83596;2026-06-02\|232.59\|5.72\|221.99\|234.57\|218.00\|89396;2026-06-03\|241.00\|3.62\|240.00\|250.00\|232.88\|116248;2026-06-04\|233.95\|-2.93\|231.10\|238.28\|231.10\|85810;2026-06-05\|226.70\|-3.10\|229.50\|242.90\|225.00\|97805;2026-06-08\|206.33\|-8.99\|209.10\|217.00\|203.20\|94041;2026-06-09\|228.21\|10.60\|210.45\|236.80\|207.04\|116609;2026-06-10\|221.30\|-3.03\|221.00\|229.10\|214.65\|81712;2026-06-11\|236.37\|6.81\|225.55\|238.80\|218.99\|100105;2026-06-12\|220.00\|-6.93\|240.60\|242.20\|220.00\|110705;2026-06-15\|233.30\|6.05\|224.39\|233.80\|221.44\|81055;2026-06-16\|239.12\|2.49\|233.37\|245.25\|228.77\|112263;2026-06-17\|237.03\|-0.87\|231.00\|238.56\|225.80\|129789;2026-06-18\|252.40\|6.48\|234.15\|255.00\|233.50\|137153;2026-06-22\|245.77\|-2.63\|250.00\|255.00\|237.00\|118596;2026-06-23\|227.00\|-7.64\|242.70\|242.74\|223.50\|91997;2026-06-24\|229.70\|1.19\|222.84\|232.04\|216.08\|87114;2026-06-25\|219.57\|-4.41\|230.00\|232.00\|216.66\|109870;2026-06-26\|210.52\|-4.12\|216.00\|217.51\|206.77\|74486;2026-06-29\|195.48\|-7.14\|210.00\|214.00\|188.01\|98381;2026-06-30\|208.19\|6.50\|196.01\|210.98\|193.62\|75022;2026-07-01\|202.27\|-2.84\|208.88\|211.88\|199.06\|65154;2026-07-02\|183.00\|-9.53\|195.01\|197.94\|182.00\|76696;2026-07-03\|178.10\|-2.68\|180.44\|186.89\|178.00\|63844;2026-07-06\|169.94\|-4.58\|179.00\|181.30\|168.22\|72679;2026-07-07\|173.52\|2.11\|173.00\|176.53\|168.25\|70611;2026-07-08\|168.02\|-3.17\|174.60\|178.00\|166.07\|50044;2026-07-09\|178.92\|6.49\|171.24\|179.45\|163.20\|74799;2026-07-10\|169.70\|-5.15\|178.85\|183.88\|169.21\|7323795;2026-07-13\|165.20\|-2.65\|167.98\|172.63\|164.14\|2750241
113505	日本光纤龙头谋划涨价	涨停揭秘：国内光纤涂覆材料市占率第一，直接受益于日本光纤厂商提价及国内光缆扩产；涨停缘由：公司为国内光纤光缆涂覆材料核心供应商，覆盖长飞、亨通等头部客户；日本光纤龙头提价预期带动全产业链涨价预期，涂覆材料作为成本占比约15%的关键辅材率先受益；资金逻辑：近期光通信板块资金持续回流，中富电路等链上个股连续获主力大额净流入，飞凯材料作为上游材料环节获联动资金关注，融资余额处于近一年高位；风险提示：公司2025年归母净利润同比下滑12.3%，主业增长承压；涂覆材料技术壁垒相对较低，存在新进入者价格竞争风险	公司光纤光缆涂覆材料主要用于光纤光缆制造过程，保护光导玻璃纤维免受外界环境影响、保持其足够的机械强度和光学性能，下游客户基本覆盖了光纤光缆行业的国内上市公司以及知名制造企业	2026-03-03\|28.80\|-6.55\|31.22\|31.26\|28.68\|610151;2026-03-04\|28.83\|0.10\|28.62\|29.80\|28.60\|380343;2026-03-05\|28.81\|-0.07\|29.65\|29.87\|28.58\|429278;2026-03-06\|28.41\|-1.39\|28.64\|28.84\|28.17\|294940;2026-03-09\|27.58\|-2.92\|27.22\|27.74\|26.34\|431445;2026-03-10\|28.89\|4.75\|28.32\|29.07\|28.11\|381724;2026-03-11\|28.58\|-1.07\|29.01\|29.61\|28.51\|322570;2026-03-12\|28.11\|-1.64\|28.60\|28.98\|27.75\|285591;2026-03-13\|27.97\|-0.50\|27.74\|28.86\|27.63\|270421;2026-03-16\|28.18\|0.75\|27.88\|28.35\|26.98\|278845;2026-03-17\|26.90\|-4.54\|28.19\|28.25\|26.90\|265166;2026-03-18\|27.62\|2.68\|27.31\|27.69\|27.05\|215029;2026-03-19\|26.47\|-4.16\|27.00\|27.10\|26.26\|260778;2026-03-20\|25.76\|-2.68\|26.71\|27.08\|25.71\|237346;2026-03-23\|24.11\|-6.41\|25.50\|25.50\|23.81\|288942;2026-03-24\|24.41\|1.24\|24.68\|24.70\|23.61\|230701;2026-03-25\|25.36\|3.89\|24.92\|25.66\|24.88\|282261;2026-03-26\|25.01\|-1.38\|25.20\|25.53\|24.84\|179676;2026-03-27\|25.67\|2.64\|24.33\|25.88\|24.15\|209698;2026-03-30\|26.08\|1.60\|25.22\|26.32\|24.86\|273557;2026-03-31\|25.60\|-1.84\|26.03\|26.30\|25.25\|251490;2026-04-01\|25.98\|1.48\|26.27\|26.46\|25.80\|235882;2026-04-02\|25.60\|-1.46\|25.83\|26.30\|25.47\|193498;2026-04-03\|25.98\|1.48\|25.88\|26.45\|25.76\|275050;2026-04-07\|26.13\|0.58\|26.06\|26.68\|25.81\|251345;2026-04-08\|27.69\|5.97\|27.14\|27.69\|26.78\|379257;2026-04-09\|27.27\|-1.52\|27.10\|27.75\|27.03\|275671;2026-04-10\|26.84\|-1.58\|27.66\|27.83\|26.84\|318654;2026-04-13\|27.73\|3.32\|26.52\|27.93\|26.52\|402462;2026-04-14\|28.41\|2.45\|28.11\|28.91\|27.72\|468371;2026-04-15\|27.66\|-2.64\|28.44\|28.57\|27.50\|320036;2026-04-16\|29.20\|5.57\|27.64\|29.67\|27.44\|558942;2026-04-17\|29.25\|0.17\|28.93\|29.96\|28.77\|414278;2026-04-20\|29.82\|1.95\|29.92\|30.41\|29.52\|430825;2026-04-21\|30.15\|1.11\|29.80\|30.28\|29.48\|405455;2026-04-22\|31.73\|5.24\|30.50\|31.88\|29.95\|782801;2026-04-23\|31.70\|-0.09\|31.80\|32.25\|30.77\|606481;2026-04-24\|30.61\|-3.44\|31.46\|31.88\|30.49\|409617;2026-04-27\|30.78\|0.56\|30.91\|31.78\|30.61\|437706;2026-04-28\|31.55\|2.50\|30.45\|32.42\|30.35\|535282;2026-04-29\|30.93\|-1.97\|30.82\|31.29\|30.22\|344447;2026-04-30\|30.41\|-1.68\|30.96\|31.39\|30.12\|374656;2026-05-06\|31.57\|3.81\|31.11\|32.10\|31.11\|443017;2026-05-07\|35.82\|13.46\|33.27\|36.22\|32.61\|984954;2026-05-08\|35.27\|-1.54\|35.00\|36.49\|34.98\|699086;2026-05-11\|38.11\|8.05\|37.01\|39.17\|37.01\|851232;2026-05-12\|38.84\|1.92\|38.20\|39.55\|37.88\|745724;2026-05-13\|41.81\|7.65\|38.36\|42.22\|38.20\|793785;2026-05-14\|39.12\|-6.43\|41.30\|41.55\|38.90\|743462;2026-05-15\|38.18\|-2.40\|39.50\|40.21\|37.70\|607022;2026-05-18\|38.42\|0.63\|38.18\|38.99\|37.18\|495649;2026-05-19\|38.02\|-1.04\|38.69\|38.76\|36.22\|499984;2026-05-20\|39.19\|3.08\|37.81\|39.55\|37.40\|659351;2026-05-21\|36.76\|-6.20\|39.80\|40.98\|36.40\|774048;2026-05-22\|37.98\|3.32\|37.10\|38.36\|36.90\|463608;2026-05-25\|41.34\|8.85\|38.71\|41.55\|37.40\|781057;2026-05-26\|40.15\|-2.88\|41.80\|43.10\|39.10\|763005;2026-05-27\|38.06\|-5.21\|40.12\|40.48\|37.51\|611616;2026-05-28\|39.84\|4.68\|38.00\|40.15\|37.72\|592648;2026-05-29\|36.43\|-8.56\|39.84\|40.09\|36.02\|694423;2026-06-01\|35.14\|-3.54\|36.48\|37.12\|35.01\|418557;2026-06-02\|35.53\|1.11\|35.14\|35.91\|34.28\|333909;2026-06-03\|38.60\|8.64\|36.66\|40.37\|36.60\|762447;2026-06-04\|41.34\|7.10\|37.91\|42.00\|37.91\|791695;2026-06-05\|41.23\|-0.27\|40.99\|42.79\|39.78\|686732;2026-06-08\|39.75\|-3.59\|39.17\|41.97\|38.89\|557585;2026-06-09\|44.34\|11.55\|41.35\|44.99\|41.05\|850627;2026-06-10\|44.80\|1.04\|42.39\|45.88\|42.19\|1047164;2026-06-11\|42.89\|-4.26\|42.09\|45.00\|40.23\|1076478;2026-06-12\|40.18\|-6.32\|44.56\|45.47\|39.81\|906126;2026-06-15\|43.45\|8.14\|41.50\|43.66\|40.38\|723359;2026-06-16\|45.16\|3.94\|43.32\|45.66\|42.65\|868036;2026-06-17\|46.93\|3.92\|43.85\|48.27\|43.70\|893403;2026-06-18\|46.10\|-1.77\|46.60\|47.36\|45.54\|663068;2026-06-22\|48.88\|6.03\|47.50\|50.66\|47.45\|924210;2026-06-23\|47.30\|-3.23\|48.35\|48.98\|45.80\|692996;2026-06-24\|54.70\|15.64\|45.89\|55.38\|45.35\|1059894;2026-06-25\|56.66\|3.58\|56.06\|58.30\|54.23\|1045465;2026-06-26\|61.29\|8.17\|56.61\|63.95\|55.62\|1136233;2026-06-29\|64.26\|4.85\|61.48\|65.31\|55.27\|1349755;2026-06-30\|61.75\|-3.91\|62.21\|63.59\|59.50\|924900;2026-07-01\|60.01\|-2.82\|60.58\|64.88\|58.60\|987738;2026-07-02\|56.74\|-5.45\|55.99\|59.97\|53.10\|749757;2026-07-03\|52.34\|-7.75\|56.35\|56.73\|52.01\|701380;2026-07-06\|49.81\|-4.83\|53.40\|53.66\|48.50\|525756;2026-07-07\|48.75\|-2.13\|49.06\|50.20\|47.60\|418486;2026-07-08\|46.96\|-3.67\|48.88\|49.55\|44.81\|465517;2026-07-09\|49.72\|6.04\|48.02\|49.90\|46.91\|513225;2026-07-10\|46.75\|-5.97\|50.99\|52.86\|46.75\|709161;2026-07-13\|45.74\|-2.16\|46.00\|47.56\|45.08\|260455
113504	日本光纤龙头谋划涨价	光通信+CPO+高速铜缆行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年3月28日年报，公司子公司长芯盛旗下拥有FIBBR和iCONEC两大子品牌，其自主研发的应用于有源光缆（AOC）的多通道光电收发芯片占据全球领先市场份额。 2、据2026年4月15日业绩说明会，公司将持续关注CPO共封装光学等技术发展趋势，结合自身能力做好相关技术和业务储备。 3、据2026年3月28日年报，公司产品覆盖高速铜缆DAC/ACC/AEC，未来将为更多元化场景提供解决方案，已向多家互联网客户批量供货多种速率产品，是北美超大规模云服务商的核心供应商。	集成光电子器件研发生产企业；公司主要为全球范围内高速发展的光纤通信网络和互联网数据中心（IDC）市场提供高质量的光信号功率和波长管理器件以及高速光收发模块	2026-03-03\|156.43\|-0.25\|159.00\|167.96\|156.00\|292167;2026-03-04\|152.29\|-2.65\|151.02\|159.37\|151.02\|169268;2026-03-05\|148.30\|-2.62\|155.02\|155.80\|146.66\|223926;2026-03-06\|149.85\|1.05\|148.24\|156.29\|143.14\|227115;2026-03-09\|141.76\|-5.40\|143.58\|144.70\|133.60\|222990;2026-03-10\|153.78\|8.48\|144.54\|153.96\|144.31\|262122;2026-03-11\|164.31\|6.85\|158.01\|174.86\|158.00\|418301;2026-03-12\|165.65\|0.82\|162.67\|175.00\|161.61\|276553;2026-03-13\|158.85\|-4.11\|162.08\|165.58\|156.50\|180253;2026-03-16\|160.98\|1.34\|159.25\|167.00\|156.68\|218726;2026-03-17\|144.15\|-10.45\|162.00\|162.00\|144.02\|267517;2026-03-18\|151.30\|4.96\|149.02\|151.88\|144.20\|168453;2026-03-19\|143.56\|-5.12\|145.31\|149.33\|141.95\|202114;2026-03-20\|146.13\|1.79\|148.90\|156.50\|145.00\|287470;2026-03-23\|136.07\|-6.88\|141.40\|144.33\|135.26\|198876;2026-03-24\|142.03\|4.38\|139.96\|142.67\|135.27\|185619;2026-03-25\|152.41\|7.31\|149.84\|154.79\|147.55\|270155;2026-03-26\|148.77\|-2.39\|150.02\|156.49\|148.12\|157358;2026-03-27\|150.70\|1.30\|145.73\|154.82\|142.25\|192929;2026-03-30\|159.31\|5.71\|146.71\|161.00\|146.71\|265079;2026-03-31\|153.15\|-3.87\|156.03\|158.24\|149.00\|237104;2026-04-01\|159.43\|4.10\|158.82\|160.26\|154.21\|231474;2026-04-02\|157.88\|-0.97\|157.12\|163.33\|156.23\|192220;2026-04-03\|165.18\|4.62\|161.30\|172.60\|160.14\|285764;2026-04-07\|181.10\|9.64\|169.05\|186.66\|168.90\|325995;2026-04-08\|206.39\|13.96\|190.00\|207.80\|190.00\|334937;2026-04-09\|231.86\|12.34\|200.11\|233.00\|200.11\|314150;2026-04-10\|223.80\|-3.48\|229.96\|233.80\|216.16\|328492;2026-04-13\|225.00\|0.54\|223.32\|227.25\|214.82\|270593;2026-04-14\|231.37\|2.83\|229.00\|238.35\|227.88\|241471;2026-04-15\|236.80\|2.35\|228.86\|244.89\|228.19\|225607;2026-04-16\|241.26\|1.88\|236.67\|246.78\|233.45\|176086;2026-04-17\|260.05\|7.79\|246.09\|261.88\|245.00\|234508;2026-04-20\|256.38\|-1.41\|253.50\|262.49\|245.97\|234511;2026-04-21\|264.85\|3.30\|253.98\|266.00\|253.14\|156795;2026-04-22\|279.26\|5.44\|267.00\|279.98\|265.68\|166086;2026-04-23\|270.96\|-2.97\|279.33\|290.00\|266.00\|231376;2026-04-24\|260.10\|-4.01\|265.15\|270.95\|253.18\|220679;2026-04-27\|255.14\|-1.91\|260.10\|265.00\|252.61\|162619;2026-04-28\|246.96\|-3.21\|258.31\|259.68\|244.98\|149699;2026-04-29\|247.50\|0.22\|246.08\|251.73\|239.39\|150301;2026-04-30\|256.69\|3.71\|254.50\|263.22\|250.50\|206006;2026-05-06\|252.48\|-1.64\|261.00\|264.79\|250.00\|227621;2026-05-07\|273.29\|8.24\|265.00\|279.94\|257.00\|207043;2026-05-08\|274.71\|0.52\|263.00\|278.80\|261.00\|160408;2026-05-11\|275.67\|0.35\|278.46\|282.00\|270.50\|163450;2026-05-12\|271.80\|-1.40\|278.00\|285.00\|269.01\|148767;2026-05-13\|273.10\|0.48\|266.50\|279.80\|264.12\|145800;2026-05-14\|266.99\|-2.24\|275.00\|282.00\|266.99\|142188;2026-05-15\|251.40\|-5.84\|267.34\|276.20\|250.00\|189620;2026-05-18\|251.98\|0.23\|249.35\|258.60\|243.00\|129446;2026-05-19\|239.32\|-5.02\|249.00\|249.97\|229.88\|195175;2026-05-20\|242.11\|1.17\|239.36\|242.97\|233.00\|157162;2026-05-21\|231.47\|-4.39\|244.75\|247.22\|231.00\|150294;2026-05-22\|240.30\|3.81\|236.10\|241.40\|233.05\|125835;2026-05-25\|246.00\|2.37\|233.11\|246.58\|233.00\|165622;2026-05-26\|236.13\|-4.01\|244.00\|245.04\|232.50\|126707;2026-05-27\|230.96\|-2.19\|235.87\|239.98\|227.64\|117110;2026-05-28\|240.15\|3.98\|232.00\|242.63\|222.40\|154320;2026-05-29\|249.21\|3.77\|240.77\|260.00\|240.00\|306342;2026-06-01\|219.34\|-11.99\|241.78\|243.64\|218.00\|259619;2026-06-02\|234.60\|6.96\|224.00\|240.35\|218.99\|201911;2026-06-03\|244.90\|4.39\|243.48\|253.60\|238.01\|240713;2026-06-04\|230.00\|-6.08\|238.42\|240.00\|227.13\|210775;2026-06-05\|219.00\|-4.78\|228.51\|237.98\|217.00\|193495;2026-06-08\|213.00\|-2.74\|208.08\|227.78\|206.00\|165964;2026-06-09\|238.83\|12.13\|215.79\|239.58\|213.79\|240054;2026-06-10\|229.17\|-4.04\|234.20\|238.18\|224.55\|151226;2026-06-11\|225.00\|-1.82\|229.44\|238.18\|221.17\|130871;2026-06-12\|224.03\|-0.43\|232.00\|233.48\|223.60\|154513;2026-06-15\|268.84\|20.00\|229.00\|268.84\|229.00\|262910;2026-06-16\|283.30\|5.38\|286.77\|301.62\|282.21\|287091;2026-06-17\|269.88\|-4.74\|280.01\|286.01\|262.16\|233042;2026-06-18\|281.99\|4.49\|266.30\|287.18\|266.30\|272998;2026-06-22\|298.09\|5.71\|300.00\|309.98\|290.31\|277316;2026-06-23\|286.02\|-4.05\|290.00\|309.60\|282.90\|229808;2026-06-24\|282.23\|-1.33\|288.42\|299.97\|275.86\|211377;2026-06-25\|281.90\|-0.12\|287.87\|290.00\|274.59\|190436;2026-06-26\|262.65\|-6.83\|278.00\|286.48\|262.31\|208699;2026-06-29\|253.19\|-3.60\|262.00\|268.96\|243.58\|142255;2026-06-30\|278.00\|9.80\|255.00\|280.90\|255.00\|177718;2026-07-01\|254.00\|-8.63\|275.00\|279.98\|248.50\|177065;2026-07-02\|222.00\|-12.60\|241.33\|245.00\|220.00\|174041;2026-07-03\|221.01\|-0.45\|220.00\|231.55\|218.99\|136799;2026-07-06\|214.13\|-3.11\|224.00\|225.00\|205.00\|126564;2026-07-07\|210.88\|-1.52\|214.13\|216.95\|204.10\|96947;2026-07-08\|220.99\|4.79\|215.50\|226.50\|208.95\|161796;2026-07-09\|232.70\|5.30\|226.00\|233.51\|213.10\|170364;2026-07-10\|221.79\|-4.69\|236.00\|241.99\|221.49\|140700;2026-07-13\|216.12\|-2.56\|223.14\|227.77\|213.60\|62443
113503	日本光纤龙头谋划涨价	Micro TEC+CPO+光模块 1、据2026年6月17日严重异常波动公告，公司关注到近期涉及碲化铋材料及公司产品价格的市场传闻，经自查公司当前所处的市场环境、行业政策及竞争格局均未发生重大变化，近期未新增通信领域重大客户，亦未获取新增大额订单。 2、据2026年5月19日投资者关系活动记录表，公司应用于400G/800G高速率光模块的Micro TEC产品已批量出货，应用于1.6T高速率光模块的Micro TEC已小批出货；公司已与光模块厂商就TEC在CPO技术中的应用展开对接合作。 3、据2026年4月27日年报及2026年6月13日异常波动公告，公司通信领域销售收入2026年第一季度占比提升至21.36%，其中应用于400G、800G高速率光模块的Micro TEC销售收入占比为15.29%；公司主营半导体热电器件及热电系统，为国内半导体热电行业龙头企业。	在AI智算数据中心市场的驱动下，公司积极关注CPO新型封装技术的发展动态，已与光模块厂商就TEC在上述技术中的应用展开对接合作	2026-03-03\|55.39\|-4.86\|59.55\|60.50\|55.39\|50505;2026-03-04\|61.85\|11.66\|54.80\|63.70\|54.50\|110881;2026-03-05\|62.72\|1.41\|63.00\|63.63\|60.41\|81532;2026-03-06\|65.75\|4.83\|64.15\|69.59\|64.09\|94958;2026-03-09\|62.15\|-5.48\|61.56\|62.97\|56.86\|84297;2026-03-10\|71.78\|15.49\|64.46\|73.00\|63.30\|98428;2026-03-11\|69.90\|-2.62\|71.90\|73.80\|68.93\|83210;2026-03-12\|65.67\|-6.05\|68.51\|70.90\|64.65\|76370;2026-03-13\|60.90\|-7.26\|64.21\|65.74\|60.82\|65032;2026-03-16\|60.83\|-0.11\|60.60\|61.40\|59.06\|55511;2026-03-17\|56.52\|-7.09\|62.83\|62.93\|56.35\|64764;2026-03-18\|58.80\|4.03\|56.50\|59.07\|56.50\|41419;2026-03-19\|57.45\|-2.30\|57.00\|59.30\|57.00\|40848;2026-03-20\|57.34\|-0.19\|59.04\|61.33\|57.30\|63669;2026-03-23\|51.89\|-9.50\|53.42\|55.54\|51.33\|55575;2026-03-24\|55.83\|7.59\|53.01\|56.88\|52.11\|49300;2026-03-25\|60.00\|7.47\|57.23\|62.22\|56.94\|77759;2026-03-26\|58.27\|-2.88\|59.50\|60.60\|57.67\|39221;2026-03-27\|60.27\|3.43\|56.00\|62.07\|55.80\|54544;2026-03-30\|59.75\|-0.86\|59.43\|59.92\|58.20\|32399;2026-03-31\|56.65\|-5.19\|59.00\|59.29\|56.60\|36174;2026-04-01\|59.30\|4.68\|58.65\|59.82\|57.41\|44590;2026-04-02\|58.29\|-1.70\|58.71\|60.86\|57.77\|34899;2026-04-03\|57.70\|-1.01\|59.30\|60.50\|57.15\|47284;2026-04-07\|56.17\|-2.65\|57.30\|58.38\|55.70\|39718;2026-04-08\|60.92\|8.46\|58.15\|61.00\|58.15\|55990;2026-04-09\|62.45\|2.51\|59.76\|63.50\|59.76\|54443;2026-04-10\|63.74\|2.07\|63.01\|65.20\|61.20\|63700;2026-04-13\|65.49\|2.75\|63.00\|65.49\|62.08\|54539;2026-04-14\|64.97\|-0.79\|65.01\|66.90\|64.32\|55230;2026-04-15\|65.28\|0.48\|65.00\|70.00\|64.50\|79711;2026-04-16\|64.77\|-0.78\|65.33\|65.67\|63.93\|46128;2026-04-17\|70.40\|8.69\|66.29\|72.00\|65.01\|97248;2026-04-20\|68.30\|-2.98\|68.68\|70.00\|67.20\|73591;2026-04-21\|70.95\|3.88\|67.62\|72.21\|67.30\|65891;2026-04-22\|74.85\|5.50\|70.75\|75.40\|70.01\|86127;2026-04-23\|68.80\|-8.08\|75.49\|76.92\|68.05\|84939;2026-04-24\|66.00\|-4.07\|68.70\|73.18\|65.80\|73665;2026-04-27\|70.85\|7.35\|69.50\|74.57\|69.50\|85876;2026-04-28\|68.93\|-2.71\|69.81\|71.49\|68.40\|48712;2026-04-29\|67.55\|-2.00\|68.07\|69.49\|66.70\|37079;2026-04-30\|70.25\|4.00\|67.67\|71.20\|67.12\|52361;2026-05-06\|68.04\|-3.15\|71.45\|71.74\|67.72\|65893;2026-05-07\|75.40\|10.82\|68.30\|77.42\|67.00\|88042;2026-05-08\|75.83\|0.57\|74.00\|77.65\|72.67\|65836;2026-05-11\|84.27\|11.13\|79.00\|87.90\|79.00\|80057;2026-05-12\|82.24\|-2.41\|86.48\|86.48\|79.55\|73994;2026-05-13\|81.60\|-0.78\|81.10\|82.50\|79.84\|70594;2026-05-14\|77.37\|-5.18\|81.60\|82.49\|76.90\|76910;2026-05-15\|87.36\|12.91\|79.79\|92.84\|79.79\|156505;2026-05-18\|86.70\|-0.76\|86.83\|89.50\|84.88\|96564;2026-05-19\|88.60\|2.19\|84.76\|89.76\|83.00\|67988;2026-05-20\|93.40\|5.42\|93.02\|98.08\|90.50\|91466;2026-05-21\|85.38\|-8.59\|98.00\|99.99\|85.30\|96471;2026-05-22\|86.01\|0.74\|86.43\|87.85\|84.51\|61290;2026-05-25\|97.75\|13.65\|87.64\|103.00\|86.80\|108962;2026-05-26\|96.51\|-1.27\|97.51\|100.99\|93.80\|73195;2026-05-27\|97.50\|1.03\|95.63\|104.00\|93.65\|87119;2026-05-28\|101.28\|3.88\|95.22\|102.88\|94.51\|69231;2026-05-29\|95.20\|-6.00\|103.00\|105.49\|91.31\|71240;2026-06-01\|87.80\|-7.77\|94.20\|95.00\|87.11\|64665;2026-06-02\|89.25\|1.65\|87.60\|91.68\|84.00\|53664;2026-06-03\|87.15\|-2.35\|92.35\|93.34\|86.00\|59224;2026-06-04\|92.82\|6.51\|85.02\|94.97\|83.15\|62617;2026-06-05\|88.76\|-4.37\|93.68\|94.66\|87.70\|52057;2026-06-08\|83.18\|-6.29\|84.00\|87.90\|81.23\|51251;2026-06-09\|93.53\|12.44\|85.00\|96.50\|85.00\|86308;2026-06-10\|112.24\|20.00\|91.68\|112.24\|90.03\|111715;2026-06-11\|128.00\|14.04\|124.00\|132.00\|116.01\|140454;2026-06-12\|150.80\|17.81\|138.00\|153.60\|133.54\|182378;2026-06-15\|116.87\|1.01\|114.87\|121.54\|106.87\|176604;2026-06-16\|134.76\|15.31\|115.98\|140.24\|115.90\|221138;2026-06-17\|136.00\|0.92\|124.99\|136.00\|121.00\|174572;2026-06-18\|142.91\|5.08\|134.00\|146.00\|134.00\|109411;2026-06-22\|171.49\|20.00\|158.66\|171.49\|149.00\|119314;2026-06-23\|174.55\|1.78\|184.92\|195.90\|166.00\|151090;2026-06-24\|187.10\|7.19\|171.04\|188.03\|162.00\|112711;2026-06-25\|184.00\|-1.66\|185.00\|202.88\|177.90\|107349;2026-06-26\|172.80\|-6.09\|181.60\|191.00\|171.22\|87342;2026-06-29\|156.00\|-9.72\|166.07\|171.60\|139.66\|139564;2026-06-30\|168.00\|7.69\|154.00\|169.55\|145.52\|111577;2026-07-01\|150.66\|-10.32\|159.08\|162.56\|148.21\|104507;2026-07-02\|141.12\|-6.33\|138.02\|153.10\|138.02\|101193;2026-07-03\|134.50\|-4.69\|142.80\|145.79\|134.50\|97069;2026-07-06\|122.65\|-8.81\|136.25\|137.49\|121.99\|102741;2026-07-07\|117.21\|-4.44\|122.65\|124.90\|113.60\|90397;2026-07-08\|112.70\|-3.85\|118.08\|122.80\|111.00\|72785;2026-07-09\|115.00\|2.04\|114.71\|115.90\|105.00\|98586;2026-07-10\|108.56\|-5.60\|118.10\|123.55\|108.50\|11441396;2026-07-13\|103.68\|-4.50\|109.73\|111.30\|103.00\|4147645
113502	日本光纤龙头谋划涨价	1.6T光模块+CPO+海外营收行业原因：国泰海通5月22日研报指出，谷歌、微软、Meta上调2026年资本开支，与此同时，NPO、轻相干等新型互联技术持续演进。在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年5月8日投资者关系活动记录表，公司已搭建多速率、多技术路线的完整产品矩阵。其中800G、1.6T光模块同步布局EML、硅光、薄膜铌酸锂三大技术平台，实现供应链多元化保障。同时，公司推出12.8T液冷XPO与6.4T NPO解决方案，为下一代AI算力架构提供高灵活、高性能、高可靠性的光互联选择。 2、据2026年5月8日投资者关系活动记录表及2025年年度报告，公司海外市场收入占比超过85%，持续加码马来西亚槟城海外产能建设，重点聚焦800G、1.6T等高速率光模块的交付保障。 3、据2025年年度报告，公司掌握CPO/NPO光电混合集成核心工艺，已加入国际标准组织并参与下一代技术规范制定，正在建设相关核心工艺与测试平台。	公司专注于光通信收发模块的研产销	2026-03-03\|191.53\|0.98\|193.87\|201.12\|189.68\|116090;2026-03-04\|190.09\|-0.75\|183.93\|193.90\|182.27\|53515;2026-03-05\|198.10\|4.21\|193.99\|208.51\|188.20\|105876;2026-03-06\|237.72\|20.00\|197.97\|237.72\|193.33\|175223;2026-03-09\|253.83\|6.78\|227.33\|260.00\|225.99\|197702;2026-03-10\|259.02\|2.04\|269.00\|270.39\|255.00\|183960;2026-03-11\|234.00\|-9.66\|249.29\|253.80\|231.00\|198585;2026-03-12\|228.56\|-2.32\|233.59\|235.90\|223.20\|118616;2026-03-13\|223.05\|-2.41\|229.45\|229.90\|221.00\|72206;2026-03-16\|231.83\|3.94\|224.00\|233.33\|219.50\|128904;2026-03-17\|214.48\|-7.48\|227.00\|228.83\|212.90\|107820;2026-03-18\|218.01\|1.65\|218.00\|219.00\|208.79\|92999;2026-03-19\|218.73\|0.33\|214.09\|228.79\|212.65\|98628;2026-03-20\|219.99\|0.58\|232.31\|234.80\|219.14\|132801;2026-03-23\|204.00\|-7.27\|211.91\|218.20\|202.30\|102619;2026-03-24\|219.71\|7.70\|206.00\|221.36\|200.80\|121462;2026-03-25\|215.80\|-1.78\|234.49\|236.00\|209.72\|147973;2026-03-26\|212.20\|-1.67\|212.00\|219.90\|211.30\|77471;2026-03-27\|221.92\|4.58\|206.05\|228.00\|203.17\|112160;2026-03-30\|223.62\|0.77\|216.11\|226.00\|211.04\|89058;2026-03-31\|208.68\|-6.68\|217.00\|217.00\|207.67\|79801;2026-04-01\|222.78\|6.76\|218.00\|224.88\|211.10\|116836;2026-04-02\|218.48\|-1.93\|219.00\|229.00\|217.30\|79060;2026-04-03\|216.12\|-1.08\|224.93\|229.97\|215.92\|110405;2026-04-07\|217.30\|0.55\|214.00\|224.90\|210.06\|78264;2026-04-08\|232.39\|6.94\|225.15\|233.00\|225.00\|116179;2026-04-09\|248.39\|6.88\|232.60\|253.68\|231.58\|136483;2026-04-10\|243.85\|-1.83\|246.00\|251.91\|239.03\|112861;2026-04-13\|252.20\|3.42\|237.28\|255.52\|237.28\|114422;2026-04-14\|259.86\|3.04\|251.00\|269.99\|249.00\|130216;2026-04-15\|261.90\|0.79\|265.00\|277.77\|254.70\|121386;2026-04-16\|264.87\|1.13\|260.00\|268.68\|254.00\|75303;2026-04-17\|285.55\|7.81\|266.66\|292.88\|262.65\|113155;2026-04-20\|280.51\|-1.76\|291.26\|302.68\|275.00\|114498;2026-04-21\|284.99\|1.60\|275.83\|288.66\|270.40\|88658;2026-04-22\|294.00\|3.16\|278.59\|296.65\|278.50\|85786;2026-04-23\|270.23\|-8.09\|294.20\|295.00\|263.00\|127687;2026-04-24\|257.52\|-4.70\|265.38\|271.99\|252.01\|97220;2026-04-27\|259.58\|0.80\|261.04\|261.99\|252.52\|66204;2026-04-28\|252.36\|-2.78\|261.00\|264.47\|250.03\|65297;2026-04-29\|238.92\|-5.33\|208.88\|243.01\|208.88\|119181;2026-04-30\|235.40\|-1.47\|245.62\|245.62\|229.18\|72323;2026-05-06\|261.75\|11.19\|245.99\|272.56\|243.00\|119859;2026-05-07\|275.25\|5.16\|260.56\|277.77\|252.67\|96583;2026-05-08\|284.80\|3.47\|283.00\|295.80\|276.21\|104346;2026-05-11\|291.99\|2.52\|289.07\|299.80\|276.20\|102355;2026-05-12\|281.50\|-3.59\|296.00\|302.37\|279.36\|93436;2026-05-13\|295.65\|5.03\|276.45\|300.00\|276.00\|103814;2026-05-14\|292.57\|-1.04\|310.01\|316.00\|292.57\|79263;2026-05-15\|276.47\|-5.50\|292.58\|296.00\|269.23\|86594;2026-05-18\|286.88\|3.77\|276.00\|302.00\|274.00\|115534;2026-05-19\|270.80\|-5.61\|286.61\|288.00\|253.96\|119785;2026-05-20\|266.00\|-1.77\|269.98\|272.33\|263.10\|72340;2026-05-21\|245.33\|-7.77\|268.00\|268.39\|245.33\|88786;2026-05-22\|256.80\|4.68\|251.01\|259.90\|246.65\|68352;2026-05-25\|269.46\|4.93\|256.00\|272.90\|246.66\|108949;2026-05-26\|254.70\|-5.48\|264.00\|268.00\|250.15\|73911;2026-05-27\|244.00\|-4.20\|252.91\|254.13\|239.00\|75118;2026-05-28\|292.80\|20.00\|240.60\|292.80\|236.50\|192757;2026-05-29\|316.02\|7.93\|304.04\|338.88\|304.04\|225098;2026-06-01\|312.69\|-1.05\|316.51\|328.88\|305.83\|119039;2026-06-02\|340.02\|8.74\|318.00\|351.49\|317.30\|141515;2026-06-03\|334.17\|-1.72\|342.00\|350.80\|326.58\|148375;2026-06-04\|331.95\|-0.66\|323.33\|340.00\|322.32\|83473;2026-06-05\|337.74\|1.74\|331.00\|374.90\|328.02\|150892;2026-06-08\|308.58\|-8.63\|325.01\|329.60\|300.12\|114467;2026-06-09\|347.50\|12.61\|321.97\|349.00\|311.00\|117538;2026-06-10\|345.45\|-0.59\|350.06\|361.79\|340.72\|85242;2026-06-11\|335.03\|-3.02\|348.48\|351.35\|326.00\|79515;2026-06-12\|303.93\|-9.28\|340.02\|342.00\|303.33\|103718;2026-06-15\|323.07\|6.30\|315.00\|325.80\|303.50\|87725;2026-06-16\|337.00\|4.31\|325.30\|341.98\|316.06\|92892;2026-06-17\|336.19\|-0.24\|328.95\|343.81\|319.34\|79087;2026-06-18\|361.02\|7.39\|340.98\|374.50\|332.30\|153328;2026-06-22\|349.39\|-3.22\|359.90\|378.00\|338.10\|137928;2026-06-23\|323.49\|-7.41\|345.10\|346.53\|318.88\|97520;2026-06-24\|329.44\|1.84\|321.52\|329.80\|313.10\|77582;2026-06-25\|345.50\|4.94\|333.80\|359.00\|324.00\|123570;2026-06-26\|315.86\|-8.58\|338.00\|344.95\|315.20\|90417;2026-06-29\|300.00\|-5.02\|315.83\|326.00\|292.80\|80687;2026-06-30\|334.10\|11.37\|303.80\|338.88\|297.15\|92286;2026-07-01\|346.00\|3.56\|338.00\|359.61\|336.26\|115691;2026-07-02\|306.82\|-11.32\|325.00\|332.57\|303.01\|84299;2026-07-03\|297.99\|-2.88\|305.82\|323.16\|296.56\|76250;2026-07-06\|282.13\|-5.32\|303.00\|304.00\|280.01\|65143;2026-07-07\|275.85\|-2.23\|281.99\|291.65\|268.50\|48422;2026-07-08\|263.71\|-4.40\|282.85\|283.50\|260.01\|48046;2026-07-09\|272.00\|3.14\|271.01\|273.98\|250.00\|73079;2026-07-10\|264.56\|-2.74\|280.01\|299.19\|264.40\|85182;2026-07-13\|254.54\|-3.79\|265.15\|267.74\|252.28\|28362
113501	日本光纤龙头谋划涨价	MPO+光纤连接头+机器人+模塑一体化行业原因：据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月4日公告，公司收购久腾通讯科技湖州有限公司51%股权的交易已完成工商变更登记，标的公司主营MPO跳线及核心零部件MT插芯产品的研发及生产。 2、据2026年3月27日异常波动公告，近期资本市场对“光纤”等概念的关注度较高，公司在光通讯领域的产品主要有MPO光纤连接头零部件和适配器、光纤接入盒等，但数据中心MPO项目收入占比较小。 3、据2025年年度报告，公司深耕精密注塑模具领域，已形成“精密注塑模具+注塑件+健康产品”模塑一体化产业链，业务布局汽车、电子/机器人等应用市场。	公司在光通讯领域的产品主要有MPO光纤连接头零部件和适配器、通讯基站塑料壳体、入户光纤设备壳体、光缆通讯壳体、光纤接入盒和接入终端等产品	2026-03-03\|86.01\|-6.53\|91.04\|93.00\|85.00\|55446;2026-03-04\|85.81\|-0.23\|84.53\|86.57\|84.00\|38309;2026-03-05\|86.30\|0.57\|87.13\|89.88\|85.71\|39565;2026-03-06\|86.53\|0.27\|86.31\|88.27\|84.38\|28877;2026-03-09\|81.28\|-6.07\|84.01\|84.28\|78.05\|48264;2026-03-10\|86.55\|6.48\|82.28\|87.99\|81.19\|48717;2026-03-11\|88.51\|2.26\|86.98\|91.85\|85.70\|58950;2026-03-12\|86.69\|-2.06\|88.26\|88.26\|85.14\|30404;2026-03-13\|87.98\|1.49\|85.53\|89.51\|84.01\|32546;2026-03-16\|90.39\|2.74\|87.15\|91.21\|87.01\|40320;2026-03-17\|84.07\|-6.99\|90.40\|90.51\|84.00\|37587;2026-03-18\|89.80\|6.82\|85.30\|90.39\|83.83\|40984;2026-03-19\|86.57\|-3.60\|87.72\|88.60\|85.20\|39212;2026-03-20\|92.48\|6.83\|89.99\|97.93\|89.00\|108823;2026-03-23\|85.31\|-7.75\|90.18\|91.00\|84.42\|69887;2026-03-24\|91.80\|7.61\|88.65\|92.09\|86.00\|59331;2026-03-25\|110.16\|20.00\|96.99\|110.16\|96.41\|118282;2026-03-26\|114.25\|3.71\|112.00\|117.66\|106.85\|128851;2026-03-27\|109.66\|-4.02\|110.69\|112.10\|104.14\|88987;2026-03-30\|103.98\|-5.18\|108.00\|108.00\|100.11\|79786;2026-03-31\|99.60\|-4.21\|102.00\|105.75\|98.00\|67647;2026-04-01\|104.00\|4.42\|107.73\|108.88\|100.38\|76377;2026-04-02\|102.47\|-1.47\|102.88\|106.49\|101.11\|49406;2026-04-03\|101.01\|-1.42\|104.50\|105.20\|100.60\|45446;2026-04-07\|96.78\|-4.19\|101.01\|101.50\|95.58\|47547;2026-04-08\|104.48\|7.96\|103.33\|105.50\|98.06\|76899;2026-04-09\|107.30\|2.70\|101.90\|108.51\|100.70\|55359;2026-04-10\|111.20\|3.63\|106.16\|113.50\|104.78\|80691;2026-04-13\|110.55\|-0.58\|108.00\|115.64\|108.00\|67733;2026-04-14\|115.77\|4.72\|110.79\|117.70\|110.79\|64177;2026-04-15\|118.80\|2.62\|115.77\|121.00\|112.38\|69213;2026-04-16\|119.40\|0.51\|118.80\|122.22\|115.50\|60793;2026-04-17\|117.11\|-1.92\|118.21\|121.68\|116.01\|54626;2026-04-20\|123.72\|5.64\|118.29\|125.37\|116.00\|63869;2026-04-21\|121.40\|-1.88\|121.94\|126.33\|117.32\|49040;2026-04-22\|124.81\|2.81\|120.99\|125.83\|120.04\|36437;2026-04-23\|121.00\|-3.05\|124.06\|125.18\|119.00\|39631;2026-04-24\|114.70\|-5.21\|116.70\|120.62\|113.60\|48525;2026-04-27\|117.37\|2.33\|115.65\|118.75\|115.03\|32610;2026-04-28\|116.50\|-0.74\|115.74\|117.87\|114.10\|27475;2026-04-29\|112.85\|-3.13\|117.70\|118.09\|109.29\|41105;2026-04-30\|118.50\|5.01\|113.70\|120.80\|109.92\|54041;2026-05-06\|115.81\|-2.27\|118.61\|119.90\|115.05\|42841;2026-05-07\|119.30\|3.01\|117.00\|120.90\|116.00\|45321;2026-05-08\|125.00\|4.78\|117.60\|127.44\|115.53\|58137;2026-05-11\|127.24\|1.79\|127.36\|130.00\|123.96\|47372;2026-05-12\|152.69\|20.00\|129.80\|152.69\|127.01\|142750;2026-05-13\|169.00\|10.68\|149.51\|170.63\|148.00\|121458;2026-05-14\|164.71\|-2.54\|167.48\|175.84\|161.30\|105921;2026-05-15\|154.98\|-5.91\|164.22\|166.41\|153.50\|76710;2026-05-18\|153.89\|-0.70\|154.00\|156.13\|147.96\|66875;2026-05-19\|153.00\|-0.58\|153.43\|154.30\|147.22\|56483;2026-05-20\|154.08\|0.71\|151.02\|155.15\|149.03\|55140;2026-05-21\|140.68\|-8.70\|153.01\|154.88\|139.06\|56132;2026-05-22\|146.95\|4.46\|142.94\|149.37\|140.50\|47300;2026-05-25\|147.93\|0.67\|150.60\|150.60\|143.00\|36658;2026-05-26\|141.25\|-4.52\|149.19\|149.19\|138.38\|39659;2026-05-27\|135.46\|-4.10\|141.26\|142.50\|133.83\|31576;2026-05-28\|133.50\|-1.45\|134.64\|136.40\|128.55\|34364;2026-05-29\|121.94\|-8.66\|135.00\|135.70\|121.44\|38968;2026-06-01\|118.50\|-2.82\|121.86\|125.97\|117.94\|38506;2026-06-02\|118.99\|0.41\|118.82\|120.40\|115.34\|33673;2026-06-03\|125.13\|5.16\|122.55\|129.01\|121.35\|53142;2026-06-04\|135.97\|8.66\|129.99\|137.95\|123.20\|76205;2026-06-05\|150.00\|10.32\|136.01\|153.00\|132.60\|98623;2026-06-08\|139.58\|-6.95\|142.09\|152.25\|137.00\|73227;2026-06-09\|158.40\|13.48\|153.00\|162.00\|147.61\|94025;2026-06-10\|154.60\|-2.40\|154.16\|157.19\|150.27\|49213;2026-06-11\|158.89\|2.77\|151.67\|166.90\|151.67\|66637;2026-06-12\|159.82\|0.59\|169.54\|172.50\|156.55\|60861;2026-06-15\|191.78\|20.00\|178.88\|191.78\|163.11\|88217;2026-06-16\|201.09\|4.85\|199.00\|206.96\|195.00\|97608;2026-06-17\|194.86\|-3.10\|198.01\|199.98\|186.00\|72537;2026-06-18\|196.40\|0.79\|190.00\|201.98\|188.00\|67844;2026-06-22\|209.28\|6.56\|213.15\|213.50\|200.01\|68326;2026-06-23\|193.00\|-7.78\|204.53\|204.91\|189.25\|51472;2026-06-24\|144.72\|-2.16\|147.98\|150.88\|141.00\|68673;2026-06-25\|141.24\|-2.40\|147.60\|152.97\|138.80\|86828;2026-06-26\|128.43\|-9.07\|141.55\|142.00\|127.18\|88994;2026-06-29\|120.00\|-6.56\|130.00\|131.83\|117.40\|66592;2026-06-30\|125.42\|4.52\|119.48\|129.33\|118.00\|82895;2026-07-01\|122.24\|-2.54\|124.69\|129.80\|121.03\|54074;2026-07-02\|114.51\|-6.32\|119.42\|121.21\|113.78\|53015;2026-07-03\|116.17\|1.45\|115.66\|119.68\|113.57\|49923;2026-07-06\|114.35\|-1.57\|114.00\|121.00\|112.17\|53054;2026-07-07\|110.08\|-3.73\|115.00\|116.60\|108.00\|42462;2026-07-08\|103.26\|-6.20\|110.00\|111.60\|102.02\|50411;2026-07-09\|105.71\|2.37\|104.86\|106.78\|97.88\|45357;2026-07-10\|113.99\|7.83\|105.60\|119.50\|104.92\|95729;2026-07-13\|107.32\|-5.85\|112.79\|114.01\|106.95\|38408
113500	日本光纤龙头谋划涨价	MPO连接器龙头+光纤概念+CPO 行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年3月31日年报，公司重点推进光纤路由柔性板在CPO中的应用，并已参与国外多家厂商的CPO方案研发与试制工作；据2026年6月10日互动易，公司业务优势主要体现在光无源产品。 2、据一财2026年6月9日报道，亚马逊与康宁签下数十亿美元光纤采购协议，全球AI算力基建对光纤需求激增；据2026年3月31日年报，公司是全球最大的光密集连接产品制造商之一，高密度光纤连接器等核心产品广泛应用于全球大型数据中心。 3、据2026年3月31日年报，公司MTP/MPO高密度光纤连接器技术水平行业领先，是全球MPO/MTP连接器核心供应商，外销营收占比达77.33%。	1、公司产品包括高速铜缆连接器，400G DAC有实际销售； 2、公司主营产品包括各种光通信器件及其集成功能模块、光传感产品及解决方案；400G光模块产品有少量出货，800G光模块产品测试中	2026-03-03\|135.75\|-2.50\|142.92\|145.50\|135.50\|223890;2026-03-04\|131.99\|-2.77\|132.00\|135.72\|130.00\|155638;2026-03-05\|128.99\|-2.27\|135.69\|135.70\|127.21\|227699;2026-03-06\|127.70\|-1.00\|130.00\|131.27\|124.10\|162720;2026-03-09\|120.78\|-5.42\|123.46\|123.88\|115.54\|199464;2026-03-10\|130.06\|7.68\|124.71\|130.93\|124.10\|220380;2026-03-11\|129.80\|-0.20\|131.00\|136.50\|128.90\|218748;2026-03-12\|132.37\|1.98\|130.19\|136.80\|127.87\|261972;2026-03-13\|127.90\|-3.38\|129.01\|131.92\|127.00\|158332;2026-03-16\|126.11\|-1.40\|126.56\|128.41\|124.00\|152564;2026-03-17\|113.84\|-9.73\|126.12\|126.20\|112.80\|289340;2026-03-18\|117.50\|3.21\|115.79\|117.96\|113.58\|165869;2026-03-19\|117.26\|-0.20\|115.01\|120.68\|115.01\|197966;2026-03-20\|119.16\|1.62\|120.28\|125.20\|118.30\|280990;2026-03-23\|111.66\|-6.29\|115.59\|119.00\|110.30\|195308;2026-03-24\|114.70\|2.72\|114.95\|116.00\|110.15\|185123;2026-03-25\|119.21\|3.93\|118.10\|121.47\|117.13\|232991;2026-03-26\|117.32\|-1.59\|117.50\|122.78\|116.36\|211174;2026-03-27\|118.27\|0.81\|112.27\|120.46\|111.18\|187860;2026-03-30\|117.21\|-0.90\|115.90\|117.90\|113.42\|145293;2026-03-31\|107.66\|-8.15\|111.82\|112.00\|106.03\|253049;2026-04-01\|110.92\|3.03\|110.40\|111.00\|107.85\|203474;2026-04-02\|112.02\|0.99\|109.32\|116.90\|108.85\|220858;2026-04-03\|112.51\|0.44\|115.00\|116.55\|112.12\|213383;2026-04-07\|115.02\|2.23\|112.66\|117.50\|112.66\|208034;2026-04-08\|122.95\|6.89\|117.44\|123.41\|116.51\|302493;2026-04-09\|128.29\|4.34\|121.00\|129.89\|120.42\|344804;2026-04-10\|127.15\|-0.89\|129.00\|129.35\|124.60\|337281;2026-04-13\|136.60\|7.43\|124.85\|138.59\|124.81\|393892;2026-04-14\|136.42\|-0.13\|134.99\|137.39\|132.08\|345757;2026-04-15\|130.03\|-4.68\|135.20\|136.26\|128.88\|272654;2026-04-16\|134.52\|3.45\|130.78\|136.37\|130.53\|248159;2026-04-17\|141.22\|4.98\|133.97\|142.86\|133.60\|341233;2026-04-20\|137.45\|-2.67\|143.00\|143.00\|136.01\|292876;2026-04-21\|143.10\|4.11\|133.35\|144.88\|132.94\|272032;2026-04-22\|145.50\|1.68\|143.24\|151.33\|143.10\|284595;2026-04-23\|135.03\|-7.20\|145.72\|147.60\|134.00\|304709;2026-04-24\|134.10\|-0.69\|129.95\|135.98\|127.24\|304880;2026-04-27\|149.82\|11.72\|135.20\|150.66\|135.00\|422818;2026-04-28\|142.62\|-4.81\|149.00\|152.32\|140.90\|212311;2026-04-29\|138.27\|-3.05\|140.00\|142.52\|135.67\|176482;2026-04-30\|135.92\|-1.70\|140.71\|144.52\|135.60\|187779;2026-05-06\|143.87\|5.85\|138.51\|151.05\|137.00\|277020;2026-05-07\|150.05\|4.30\|155.05\|158.08\|145.70\|380709;2026-05-08\|162.10\|8.03\|145.95\|167.99\|145.33\|417918;2026-05-11\|178.80\|10.30\|163.62\|183.37\|161.00\|414734;2026-05-12\|176.71\|-1.17\|182.46\|192.00\|175.13\|336687;2026-05-13\|178.33\|0.92\|174.00\|178.76\|170.38\|308045;2026-05-14\|175.55\|-1.56\|180.01\|187.70\|175.34\|347694;2026-05-15\|160.40\|-8.63\|177.00\|177.88\|160.25\|369828;2026-05-18\|160.33\|-0.04\|160.00\|164.55\|154.54\|227021;2026-05-19\|155.20\|-3.20\|155.00\|156.97\|148.00\|253965;2026-05-20\|161.10\|3.80\|153.00\|164.43\|152.00\|282817;2026-05-21\|148.52\|-7.81\|162.50\|162.50\|148.01\|242983;2026-05-22\|161.42\|8.69\|151.00\|162.00\|150.66\|271162;2026-05-25\|163.20\|1.10\|163.00\|163.48\|156.66\|236429;2026-05-26\|161.67\|-0.94\|164.00\|168.48\|157.12\|205061;2026-05-27\|161.96\|0.18\|158.01\|166.18\|153.30\|255863;2026-05-28\|170.40\|5.21\|158.00\|172.00\|154.35\|291631;2026-05-29\|165.42\|-2.92\|172.00\|181.29\|161.40\|257712;2026-06-01\|147.75\|-10.68\|162.34\|165.66\|147.70\|211014;2026-06-02\|160.85\|8.87\|147.99\|163.95\|146.00\|243841;2026-06-03\|168.80\|4.94\|169.99\|181.88\|165.00\|359226;2026-06-04\|171.67\|1.70\|168.31\|178.02\|168.31\|206165;2026-06-05\|168.38\|-1.92\|172.00\|180.50\|167.00\|264737;2026-06-08\|153.90\|-8.60\|151.05\|161.50\|151.05\|206247;2026-06-09\|181.71\|18.07\|158.00\|184.68\|156.24\|402270;2026-06-10\|170.00\|-6.44\|178.57\|179.60\|168.00\|260521;2026-06-11\|177.58\|4.46\|173.00\|184.99\|169.00\|319499;2026-06-12\|185.08\|4.22\|183.00\|192.75\|175.00\|387958;2026-06-15\|222.10\|20.00\|203.23\|222.10\|203.01\|302354;2026-06-16\|263.29\|18.55\|245.06\|263.60\|245.06\|408702;2026-06-17\|265.99\|1.03\|261.50\|272.40\|256.27\|316965;2026-06-18\|268.60\|0.98\|265.00\|269.02\|254.00\|300168;2026-06-22\|281.18\|4.68\|264.00\|285.85\|262.00\|335405;2026-06-23\|264.52\|-5.92\|274.00\|276.46\|257.00\|250075;2026-06-24\|271.32\|2.57\|264.52\|273.00\|260.08\|198384;2026-06-25\|258.31\|-4.80\|272.13\|277.26\|246.30\|324126;2026-06-26\|234.10\|-9.37\|240.00\|245.00\|225.00\|333834;2026-06-29\|225.64\|-3.61\|234.00\|239.80\|216.69\|222417;2026-06-30\|246.71\|9.34\|227.90\|252.00\|227.89\|238704;2026-07-01\|238.36\|-3.38\|247.09\|250.55\|234.00\|159575;2026-07-02\|235.69\|-1.12\|231.09\|251.82\|224.54\|186540;2026-07-03\|237.12\|0.61\|231.64\|249.00\|230.00\|172857;2026-07-06\|217.56\|-8.25\|240.54\|241.91\|214.50\|176222;2026-07-07\|211.91\|-2.60\|217.23\|221.00\|207.00\|133491;2026-07-08\|205.36\|-3.09\|217.00\|219.32\|198.75\|127552;2026-07-09\|211.83\|3.15\|208.85\|212.66\|197.46\|176692;2026-07-10\|211.64\|0.38\|215.15\|222.20\|210.92\|218839;2026-07-13\|201.02\|-5.02\|207.61\|211.15\|199.50\|78707
113499	日本光纤龙头谋划涨价	半导体石英+光纤概念+高纯石英砂行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据国金证券2026年6月5日研报，公司锚定半导体材料、光纤材料快车道，预计2026-2028年归母净利润分别为3. 4、7. 0、10.5亿元，同比+121%、+107%、+50%，半导体石英材料已通过国内外主流设备商认证。 2、据2026年5月27日互动易，公司高纯石英砂产品纯度已突破至5N4级别，为天然石英砂已知超高纯度水平；用该砂生产的石英材料已通过国内外重要客户认证并形成一定量订单。 3、据2026年5月1日业绩说明会，公司光纤业务产能利用率较高、订单情况良好；2026年一季报显示光纤半导体业务收入占比延续增长态势。 4、据2025年年度报告，公司是业界少数具备生产高纯石英砂和半导体、光纤用石英材料全产业链企业；年产6万吨高纯石英砂产线已投产，可灵活调配生产半导体、光纤等领域用砂。	国内石英制品行业的龙头企业；公司在光通讯行业的主营产品一直以石英延长管、石英棒、石英套管为主，为光纤预制棒及光纤拉丝工艺提供部分石英材料	2026-03-03\|48.57\|-6.74\|52.28\|52.60\|48.20\|301204;2026-03-04\|48.22\|-0.72\|47.85\|49.89\|47.83\|205028;2026-03-05\|53.04\|10.00\|50.66\|53.04\|50.66\|115993;2026-03-06\|53.59\|1.04\|52.04\|55.75\|52.04\|427343;2026-03-09\|51.02\|-4.80\|51.19\|51.99\|49.00\|291593;2026-03-10\|54.35\|6.53\|52.00\|54.77\|50.20\|295389;2026-03-11\|53.70\|-1.20\|54.25\|55.25\|53.30\|227113;2026-03-12\|50.79\|-5.42\|53.02\|53.47\|49.85\|282650;2026-03-13\|48.41\|-4.69\|49.73\|50.50\|48.16\|197317;2026-03-16\|47.19\|-2.52\|47.88\|48.55\|45.56\|250927;2026-03-17\|44.89\|-4.87\|47.65\|48.33\|44.87\|186713;2026-03-18\|45.59\|1.56\|45.28\|45.66\|44.52\|125263;2026-03-19\|43.79\|-3.95\|44.55\|45.00\|43.50\|141902;2026-03-20\|43.71\|-0.18\|44.12\|45.43\|43.71\|145640;2026-03-23\|41.28\|-5.56\|42.50\|43.26\|41.01\|157984;2026-03-24\|41.95\|1.62\|42.50\|42.58\|40.39\|113499;2026-03-25\|43.10\|2.74\|42.58\|43.73\|42.50\|139402;2026-03-26\|42.09\|-2.34\|43.00\|43.24\|41.88\|100804;2026-03-27\|42.44\|0.83\|41.50\|42.87\|41.00\|95495;2026-03-30\|42.06\|-0.90\|41.50\|42.44\|40.51\|129141;2026-03-31\|41.16\|-2.14\|41.90\|42.56\|40.96\|102169;2026-04-01\|42.32\|2.82\|42.00\|42.99\|41.96\|136089;2026-04-02\|42.40\|0.19\|41.80\|43.45\|41.62\|184772;2026-04-03\|42.22\|-0.42\|42.62\|43.11\|42.21\|140965;2026-04-07\|44.95\|6.47\|42.18\|46.44\|42.18\|301883;2026-04-08\|45.93\|2.18\|46.36\|46.66\|45.13\|279757;2026-04-09\|45.53\|-0.87\|45.18\|46.00\|45.13\|152665;2026-04-10\|47.18\|3.62\|46.90\|48.10\|46.01\|286913;2026-04-13\|50.57\|7.19\|47.00\|51.90\|47.00\|409917;2026-04-14\|49.96\|-1.21\|51.01\|51.40\|49.19\|287404;2026-04-15\|51.80\|3.68\|51.00\|54.96\|51.00\|421723;2026-04-16\|52.00\|0.39\|51.74\|52.66\|51.03\|237390;2026-04-17\|51.80\|-0.38\|52.80\|53.04\|51.50\|196854;2026-04-20\|50.95\|-1.64\|53.00\|53.55\|50.90\|265318;2026-04-21\|52.05\|2.16\|51.50\|54.27\|50.70\|282728;2026-04-22\|54.34\|4.40\|51.51\|55.24\|51.01\|306884;2026-04-23\|52.55\|-3.29\|54.90\|55.23\|51.80\|250757;2026-04-24\|52.80\|0.48\|51.70\|53.95\|51.67\|196018;2026-04-27\|52.90\|0.19\|50.00\|54.15\|48.96\|342476;2026-04-28\|54.91\|3.80\|52.50\|56.50\|52.02\|318369;2026-04-29\|55.67\|1.38\|53.98\|56.88\|53.45\|298527;2026-04-30\|55.18\|-0.88\|55.67\|55.93\|54.30\|206018;2026-05-06\|57.56\|4.31\|56.00\|58.50\|55.40\|276770;2026-05-07\|63.32\|10.01\|58.56\|63.32\|58.43\|315710;2026-05-08\|65.50\|3.44\|63.32\|67.80\|62.80\|450519;2026-05-11\|66.60\|1.68\|67.50\|71.95\|66.00\|469722;2026-05-12\|73.26\|10.00\|66.65\|73.26\|66.12\|403670;2026-05-13\|76.19\|4.00\|73.30\|76.44\|71.08\|510846;2026-05-14\|72.50\|-4.84\|74.75\|75.79\|71.82\|370782;2026-05-15\|69.53\|-4.10\|71.89\|73.00\|67.78\|365065;2026-05-18\|69.64\|0.16\|69.24\|72.44\|68.10\|284753;2026-05-19\|68.64\|-1.44\|68.34\|68.97\|65.90\|295002;2026-05-20\|71.89\|4.73\|67.96\|73.46\|67.65\|323534;2026-05-21\|72.57\|0.95\|72.20\|76.10\|70.66\|468255;2026-05-22\|74.55\|2.73\|72.58\|75.63\|71.71\|390611;2026-05-25\|76.10\|2.08\|74.56\|77.80\|70.60\|386153;2026-05-26\|73.47\|-3.46\|74.50\|75.50\|71.45\|312773;2026-05-27\|68.40\|-6.90\|73.33\|74.50\|68.10\|325052;2026-05-28\|71.28\|4.21\|67.88\|72.20\|67.15\|273030;2026-05-29\|67.22\|-5.70\|71.99\|71.99\|66.00\|284413;2026-06-01\|61.43\|-8.61\|66.20\|66.22\|61.39\|288898;2026-06-02\|61.78\|0.57\|62.66\|63.00\|60.75\|193139;2026-06-03\|63.78\|3.24\|62.70\|67.00\|62.24\|244313;2026-06-04\|66.38\|4.08\|64.40\|67.85\|63.83\|246610;2026-06-05\|69.49\|4.69\|65.67\|71.91\|63.30\|381441;2026-06-08\|67.93\|-2.24\|64.45\|73.39\|64.45\|412600;2026-06-09\|74.72\|10.00\|69.70\|74.72\|67.97\|460748;2026-06-10\|73.31\|-1.89\|75.07\|75.80\|71.80\|382552;2026-06-11\|76.15\|3.87\|71.66\|78.98\|71.60\|469982;2026-06-12\|70.89\|-6.91\|79.06\|83.00\|70.33\|585578;2026-06-15\|76.53\|7.96\|71.36\|77.40\|67.42\|442962;2026-06-16\|80.33\|5.09\|76.40\|81.52\|74.99\|397485;2026-06-17\|79.34\|-1.23\|78.20\|82.64\|77.75\|447256;2026-06-18\|80.55\|1.53\|78.00\|83.05\|76.81\|341499;2026-06-22\|86.10\|6.89\|82.00\|86.11\|81.00\|410444;2026-06-23\|80.64\|-6.34\|86.33\|86.33\|78.50\|371159;2026-06-24\|79.89\|-0.93\|79.53\|80.33\|75.50\|320505;2026-06-25\|83.56\|4.59\|82.30\|83.83\|77.55\|381761;2026-06-26\|86.60\|3.64\|83.05\|87.91\|81.00\|419867;2026-06-29\|84.13\|-2.85\|85.74\|89.50\|80.78\|355370;2026-06-30\|82.61\|-1.81\|83.29\|83.70\|77.99\|282790;2026-07-01\|78.89\|-4.50\|81.50\|84.74\|78.70\|285534;2026-07-02\|72.05\|-8.67\|75.00\|78.00\|71.10\|305010;2026-07-03\|69.25\|-3.89\|71.40\|73.43\|69.15\|256288;2026-07-06\|66.04\|-4.64\|69.99\|70.85\|65.15\|219183;2026-07-07\|64.91\|-1.71\|65.25\|66.80\|63.01\|162872;2026-07-08\|61.06\|-5.93\|64.90\|65.88\|60.71\|225355;2026-07-09\|67.17\|10.01\|62.28\|67.17\|62.25\|277630;2026-07-10\|65.50\|-2.49\|68.98\|71.17\|65.50\|262281;2026-07-13\|63.59\|-2.92\|65.10\|66.46\|63.10\|87693
113498	日本光纤龙头谋划涨价	光通信芯片+火腿龙头+休闲食品+分红实施行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2025年10月28日公告，公司全资子公司福建金字半导体以1亿元增资中晟微电子，持股9.0909%，标的公司专注400G/800G/1.6T高速光模块核心电芯片TIA/Driver研发设计，产品用于AI、云计算及数据中心。 2、据2026年4月28日年报，公司是中国火腿行业龙头，主营中式火腿、欧式发酵火腿及香肠腊肉等特色肉制品；2026年计划完成新工厂搬迁，重点开发休闲肉制品、即食产品及跨界融合创新产品，推动向综合性肉制品企业转型。 3、据2026年5月8日投资者关系活动记录表，公司新的智能化工厂将投入使用，以提高产能上限及生产效率，并将在巩固线下商超、连锁餐饮合作的同时，通过电商及社交媒体拓展线上渠道。 4、据2026年5月26日及6月2日公告，公司2025年年度权益分派已于2026年6月2日除权除息，向全体股东每10股派0.1元。	全资子公司拟不超过3亿元取得中晟微电子不超过20%股权，后者专注于高速光模块核心电芯片的研发设计	2026-03-03\|5.67\|-4.06\|5.92\|5.94\|5.65\|259585;2026-03-04\|5.70\|0.53\|5.61\|5.75\|5.55\|191194;2026-03-05\|5.77\|1.23\|5.75\|5.86\|5.72\|170929;2026-03-06\|5.79\|0.35\|5.74\|5.83\|5.70\|153464;2026-03-09\|5.85\|1.04\|5.74\|5.90\|5.63\|326500;2026-03-10\|6.10\|4.27\|5.82\|6.19\|5.82\|542182;2026-03-11\|6.35\|4.10\|6.09\|6.47\|6.02\|864188;2026-03-12\|6.34\|-0.16\|6.39\|6.43\|6.19\|414833;2026-03-13\|6.21\|-2.05\|6.30\|6.39\|6.20\|268090;2026-03-16\|6.08\|-2.09\|6.21\|6.22\|6.01\|277721;2026-03-17\|5.89\|-3.12\|6.08\|6.10\|5.86\|280156;2026-03-18\|5.93\|0.68\|5.91\|5.96\|5.85\|166556;2026-03-19\|5.91\|-0.34\|5.86\|6.00\|5.84\|228495;2026-03-20\|5.90\|-0.17\|5.95\|6.14\|5.90\|244399;2026-03-23\|5.68\|-3.73\|5.78\|5.90\|5.52\|330608;2026-03-24\|5.72\|0.70\|5.76\|5.80\|5.59\|153345;2026-03-25\|5.83\|1.92\|5.74\|5.97\|5.73\|182471;2026-03-26\|5.74\|-1.54\|5.81\|5.86\|5.60\|156240;2026-03-27\|5.79\|0.87\|5.65\|5.82\|5.65\|129054;2026-03-30\|5.65\|-2.42\|5.72\|5.76\|5.57\|202473;2026-03-31\|5.55\|-1.77\|5.67\|5.73\|5.55\|138373;2026-04-01\|5.65\|1.80\|5.63\|5.77\|5.60\|177534;2026-04-02\|5.53\|-2.12\|5.64\|5.71\|5.52\|184805;2026-04-03\|5.38\|-2.71\|5.55\|5.56\|5.37\|159243;2026-04-07\|5.59\|3.90\|5.37\|5.65\|5.37\|228608;2026-04-08\|5.74\|2.68\|5.69\|5.82\|5.68\|269553;2026-04-09\|5.61\|-2.26\|5.70\|5.74\|5.55\|225627;2026-04-10\|5.67\|1.07\|5.70\|5.74\|5.63\|160015;2026-04-13\|6.24\|10.05\|5.65\|6.24\|5.62\|1019481;2026-04-14\|6.03\|-3.37\|6.17\|6.24\|5.94\|1042261;2026-04-15\|5.90\|-2.16\|6.00\|6.02\|5.88\|484660;2026-04-16\|5.92\|0.34\|5.93\|6.05\|5.83\|473152;2026-04-17\|6.40\|8.11\|5.92\|6.50\|5.89\|1341864;2026-04-20\|6.39\|-0.16\|6.40\|6.45\|6.10\|945043;2026-04-21\|6.39\|0.00\|6.38\|6.42\|6.22\|528372;2026-04-22\|6.56\|2.66\|6.40\|6.78\|6.35\|984341;2026-04-23\|6.57\|0.15\|6.44\|6.85\|6.43\|984114;2026-04-24\|6.37\|-3.04\|6.57\|6.60\|6.31\|621821;2026-04-27\|6.21\|-2.51\|6.37\|6.79\|6.15\|601986;2026-04-28\|6.15\|-0.97\|6.15\|6.23\|6.04\|401112;2026-04-29\|6.32\|2.76\|6.08\|6.36\|5.96\|650324;2026-04-30\|6.52\|3.16\|6.25\|6.54\|6.07\|982732;2026-05-06\|7.10\|8.90\|6.49\|7.16\|6.48\|1468602;2026-05-07\|7.56\|6.48\|7.31\|7.70\|7.25\|1475887;2026-05-08\|7.46\|-1.32\|7.51\|7.63\|7.32\|921044;2026-05-11\|7.60\|1.88\|7.42\|7.80\|7.40\|948795;2026-05-12\|7.24\|-4.74\|7.60\|7.65\|7.16\|866515;2026-05-13\|7.15\|-1.24\|7.20\|7.28\|7.01\|658133;2026-05-14\|7.10\|-0.70\|7.20\|7.37\|7.04\|727933;2026-05-15\|6.80\|-4.23\|7.14\|7.20\|6.72\|787270;2026-05-18\|7.48\|10.00\|7.21\|7.48\|6.80\|1528760;2026-05-19\|7.70\|2.94\|7.61\|8.10\|7.61\|1764695;2026-05-20\|7.41\|-3.77\|7.71\|7.75\|7.37\|909322;2026-05-21\|6.85\|-7.56\|7.41\|7.47\|6.74\|1050818;2026-05-22\|6.93\|1.17\|6.87\|7.15\|6.85\|680754;2026-05-25\|7.00\|1.01\|6.89\|7.00\|6.64\|643361;2026-05-26\|6.68\|-4.57\|6.89\|7.00\|6.55\|602550;2026-05-27\|6.49\|-2.84\|6.67\|6.87\|6.29\|605284;2026-05-28\|6.39\|-1.54\|6.40\|6.50\|6.25\|532795;2026-05-29\|6.16\|-3.60\|6.47\|6.57\|6.08\|526041;2026-06-01\|6.24\|1.30\|6.10\|6.30\|5.98\|421101;2026-06-02\|6.85\|9.95\|6.22\|6.85\|6.04\|981812;2026-06-03\|6.96\|1.61\|6.84\|7.17\|6.70\|1211272;2026-06-04\|6.92\|-0.57\|6.94\|7.05\|6.75\|680438;2026-06-05\|6.68\|-3.47\|7.10\|7.10\|6.58\|733991;2026-06-08\|6.69\|0.15\|6.40\|6.90\|6.37\|669104;2026-06-09\|7.36\|10.01\|6.82\|7.36\|6.82\|843410;2026-06-10\|7.42\|0.82\|7.51\|7.84\|7.33\|1541618;2026-06-11\|7.53\|1.48\|7.43\|7.69\|7.34\|733656;2026-06-12\|7.53\|0.00\|7.73\|7.83\|7.29\|683797;2026-06-15\|8.28\|9.96\|8.09\|8.28\|7.57\|1245754;2026-06-16\|9.11\|10.02\|8.82\|9.11\|8.50\|669384;2026-06-17\|9.47\|3.95\|8.99\|9.84\|8.85\|2505059;2026-06-18\|9.63\|1.69\|9.01\|9.68\|9.01\|1243495;2026-06-22\|10.22\|6.13\|9.60\|10.50\|9.45\|1416462;2026-06-23\|10.34\|1.17\|10.16\|10.94\|10.00\|1065585;2026-06-24\|10.61\|2.61\|10.44\|10.70\|10.25\|818070;2026-06-25\|11.60\|9.33\|10.91\|11.67\|10.63\|1426995;2026-06-26\|10.98\|-5.34\|11.58\|11.65\|10.75\|1261674;2026-06-29\|10.04\|-8.56\|11.09\|11.17\|9.88\|1278068;2026-06-30\|10.01\|-0.30\|10.01\|10.51\|9.90\|1005310;2026-07-01\|10.32\|3.10\|10.03\|10.75\|10.03\|876984;2026-07-02\|9.90\|-4.07\|10.01\|10.62\|9.87\|871264;2026-07-03\|9.57\|-3.33\|9.80\|9.93\|9.45\|612492;2026-07-06\|9.14\|-4.49\|9.60\|9.71\|8.81\|755882;2026-07-07\|9.03\|-1.20\|9.05\|9.34\|8.93\|459893;2026-07-08\|8.75\|-3.10\|9.03\|9.08\|8.61\|466817;2026-07-09\|8.83\|0.91\|8.89\|8.95\|8.47\|634332;2026-07-10\|8.39\|-4.98\|8.92\|9.20\|8.39\|638542;2026-07-13\|8.14\|-2.98\|8.30\|8.64\|8.09\|325191
113497	日本光纤龙头谋划涨价	光模块上游+铌酸锂+软磁材料+先进封装行业原因： 1、据财闻6月25日报道，台积电已向客户通知调涨晶圆代工价格，范围从3nm扩及7nm及以下所有先进制程，整体涨幅约5%至10%。 2、据财闻6月23日报道，花旗大幅上调长电科技、通富微电、华天科技三大封测厂商目标价，认为封测行业已转变为先进封装关键赋能者，在AI驱动下进入超级景气周期，行业估值逻辑正被重塑。公司原因： 1、据2026年6月12日互动易，公司面向AI高速电光调制器的8英寸铌酸锂单晶和晶片已经实现量产；据2026年6月11日投资者关系活动记录表，根据产业调研，3.2T及以上高速率光模块中调制调节器采用铌酸锂材料的技术路线预期将成为下游客户的主流方案。 2、据2026年6月3日投资者关系活动记录表，公司软磁材料在数据中心存在相关应用，主要包括算力服务器电源模块、CPU/GPU芯片电感等；公司软磁材料目前产能位于行业前列，是国家软磁铁氧体标准制定单位之一。 3、据2025年10月27日互动易，目前公司已有小批量的生产线，产品主要应用于3D堆叠封装、临时键合载盘、先进GaN功率器件等领域。	公司生产的铌酸锂晶体材料是铌酸锂电光调制芯片及器件的上游关键原材料；公司已自主量产6英寸铌酸锂/钽酸锂晶体及黑化抛光晶片	2026-03-03\|17.95\|1.76\|17.99\|19.00\|16.60\|2118292;2026-03-04\|17.48\|-2.62\|17.91\|18.58\|17.20\|1491129;2026-03-05\|16.87\|-3.49\|17.80\|17.98\|16.53\|1744945;2026-03-06\|16.28\|-3.50\|16.82\|17.05\|16.10\|1245828;2026-03-09\|15.65\|-3.87\|15.70\|15.78\|14.80\|1310712;2026-03-10\|17.22\|10.03\|16.12\|17.22\|15.92\|1314157;2026-03-11\|18.27\|6.10\|17.97\|18.94\|17.96\|2476100;2026-03-12\|19.19\|5.04\|18.64\|20.10\|18.57\|2399265;2026-03-13\|18.43\|-3.96\|19.80\|20.14\|18.20\|1836916;2026-03-16\|18.91\|2.60\|18.48\|19.68\|18.48\|1828031;2026-03-17\|17.02\|-9.99\|19.00\|19.06\|17.02\|1471750;2026-03-18\|16.82\|-1.18\|16.71\|17.08\|16.45\|1367559;2026-03-19\|16.97\|0.89\|16.40\|17.87\|16.38\|1714767;2026-03-20\|16.44\|-3.12\|17.70\|18.10\|16.43\|1701867;2026-03-23\|15.19\|-7.60\|15.79\|16.25\|14.98\|1347602;2026-03-24\|16.06\|5.73\|15.66\|16.10\|15.06\|1127570;2026-03-25\|16.63\|3.55\|16.50\|17.07\|16.21\|1203842;2026-03-26\|16.16\|-2.83\|16.41\|16.73\|16.07\|841405;2026-03-27\|16.80\|3.96\|15.80\|17.26\|15.66\|1108239;2026-03-30\|16.58\|-1.31\|16.59\|16.69\|16.02\|922887;2026-03-31\|15.63\|-5.73\|16.32\|16.40\|15.40\|1237947;2026-04-01\|16.32\|4.41\|16.21\|16.33\|15.71\|993959;2026-04-02\|16.09\|-1.41\|16.10\|17.17\|16.01\|1334580;2026-04-03\|17.01\|5.72\|16.65\|17.61\|16.35\|1595490;2026-04-07\|16.69\|-1.88\|17.15\|17.26\|16.42\|1112154;2026-04-08\|17.91\|7.31\|17.25\|18.15\|16.92\|1518231;2026-04-09\|19.70\|9.99\|17.63\|19.70\|17.63\|1004147;2026-04-10\|19.00\|-3.55\|20.60\|20.79\|18.66\|2199377;2026-04-13\|19.62\|3.26\|18.86\|20.10\|18.84\|1867106;2026-04-14\|20.61\|5.05\|19.80\|21.34\|19.41\|2033459;2026-04-15\|19.80\|-3.93\|20.56\|20.61\|19.70\|1348011;2026-04-16\|19.75\|-0.25\|19.60\|20.33\|19.36\|1247149;2026-04-17\|21.73\|10.03\|21.73\|21.73\|21.73\|377584;2026-04-20\|23.90\|9.99\|23.90\|23.90\|23.90\|309827;2026-04-21\|23.52\|-1.59\|23.90\|25.21\|23.42\|3871390;2026-04-22\|25.87\|9.99\|23.45\|25.87\|23.43\|2073604;2026-04-23\|25.60\|-1.04\|26.98\|27.53\|25.51\|2901803;2026-04-24\|25.89\|1.13\|25.31\|27.39\|25.31\|2311665;2026-04-27\|27.42\|5.91\|27.60\|28.48\|26.84\|2614549;2026-04-28\|26.42\|-3.65\|27.01\|27.90\|25.43\|2557604;2026-04-29\|25.66\|-2.88\|25.80\|27.20\|25.56\|1740712;2026-04-30\|27.89\|8.69\|25.79\|28.23\|25.78\|2914319;2026-05-06\|27.01\|-3.16\|27.10\|27.86\|26.59\|2732031;2026-05-07\|27.98\|3.59\|27.01\|29.20\|26.20\|2293664;2026-05-08\|29.16\|4.22\|27.80\|30.19\|27.51\|2050571;2026-05-11\|32.08\|10.01\|30.00\|32.08\|29.30\|1320818;2026-05-12\|32.66\|1.81\|33.97\|34.00\|31.03\|2437124;2026-05-13\|35.07\|7.38\|32.00\|35.30\|32.00\|2026505;2026-05-14\|32.80\|-6.47\|34.39\|35.55\|32.46\|2066419;2026-05-15\|29.52\|-10.00\|32.60\|33.38\|29.52\|2016091;2026-05-18\|30.08\|1.90\|29.00\|30.77\|29.00\|1442605;2026-05-19\|29.48\|-1.99\|29.54\|29.87\|27.96\|1405300;2026-05-20\|28.71\|-2.61\|29.39\|29.45\|28.10\|1144851;2026-05-21\|27.50\|-4.21\|29.28\|29.50\|27.04\|1403608;2026-05-22\|29.26\|6.40\|28.10\|29.88\|27.90\|1410654;2026-05-25\|31.31\|7.01\|29.63\|31.43\|28.94\|1724802;2026-05-26\|28.86\|-7.83\|30.76\|31.25\|28.29\|1602669;2026-05-27\|31.21\|8.14\|28.59\|31.75\|28.00\|2522521;2026-05-28\|34.33\|10.00\|30.50\|34.33\|29.59\|2218723;2026-05-29\|32.73\|-4.66\|34.00\|34.82\|32.12\|2087071;2026-06-01\|30.60\|-6.51\|32.14\|32.50\|29.46\|1919729;2026-06-02\|32.00\|4.58\|30.50\|32.60\|29.85\|1599639;2026-06-03\|31.50\|-1.56\|33.29\|33.70\|30.51\|1927744;2026-06-04\|29.77\|-5.49\|30.58\|31.32\|29.61\|1516819;2026-06-05\|29.42\|-1.18\|29.47\|32.16\|29.15\|1879502;2026-06-08\|26.78\|-8.97\|27.93\|28.49\|26.49\|1362992;2026-06-09\|29.46\|10.01\|27.80\|29.46\|27.06\|1503356;2026-06-10\|29.08\|-1.29\|29.30\|30.15\|28.38\|1309455;2026-06-11\|29.31\|0.79\|28.75\|30.73\|28.75\|1422375;2026-06-12\|28.25\|-3.62\|30.09\|30.34\|28.06\|1188992;2026-06-15\|30.94\|9.52\|29.15\|31.05\|28.41\|1582483;2026-06-16\|32.39\|4.69\|31.44\|32.88\|30.86\|1287542;2026-06-17\|33.41\|3.15\|31.70\|33.80\|31.68\|1390896;2026-06-18\|32.88\|-1.59\|33.35\|34.29\|32.70\|1222860;2026-06-22\|34.46\|4.81\|33.55\|35.00\|32.55\|1807323;2026-06-23\|32.49\|-5.72\|34.10\|34.57\|32.11\|1373309;2026-06-24\|32.36\|-0.40\|31.99\|33.92\|31.11\|1262431;2026-06-25\|35.60\|10.01\|32.99\|35.60\|32.95\|1638789;2026-06-26\|32.75\|-8.01\|36.52\|37.37\|32.34\|2400963;2026-06-29\|30.14\|-7.97\|32.75\|33.00\|29.48\|1764150;2026-06-30\|30.84\|2.32\|30.06\|31.74\|29.30\|1131699;2026-07-01\|29.94\|-2.92\|30.63\|31.07\|29.21\|1152264;2026-07-02\|27.90\|-6.81\|28.60\|29.58\|27.57\|1015200;2026-07-03\|26.28\|-5.81\|27.60\|28.00\|26.28\|948609;2026-07-06\|25.09\|-4.53\|26.49\|26.79\|24.58\|870525;2026-07-07\|25.12\|0.12\|25.00\|25.75\|24.48\|685124;2026-07-08\|24.11\|-4.02\|25.25\|25.76\|23.80\|710907;2026-07-09\|25.12\|4.19\|24.50\|25.19\|22.88\|1077678;2026-07-10\|23.90\|-4.86\|25.27\|25.88\|23.89\|1004248;2026-07-13\|22.40\|-6.28\|23.50\|23.80\|22.30\|456967
113496	日本光纤龙头谋划涨价	参股长飞光纤+商业航天+国企行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月2日互动易，公司研发了宽带低轨卫星星座网络控制系统、低轨星座地面测运控软件系统、一体化信关站等产品，为卫星网络建设运营等客户提供解决方案。 2、据2026年6月6日公告，截至2026年3月31日，公司持有长飞光纤1.188亿股内资股，持股比例14.35%，并委派2名董事参与其决策，对长飞光纤施加重大影响。 3、据2025年年报及公开信息，公司聚焦智慧应急与智慧城市应用，其控股股东为电信科学技术第一研究所有限公司，最终控制人为国务院国有资产监督管理委员会。	1、参股公司长飞光纤是世界领先的光纤预制棒、光纤及光缆供应商之一； 2、低轨卫星通信是公司重点开拓的新行业之一，公司背靠中国信科，其在星地融合标准制定上发挥了突出的贡献，自R18开始首次实现中国在3GPPNTN的标准立项，目前已累计牵头16项，是全球牵头卫星NTN立项最多的公司	2026-03-03\|43.58\|-7.32\|46.62\|47.41\|43.50\|213437;2026-03-04\|42.86\|-1.65\|42.70\|44.45\|42.46\|136857;2026-03-05\|43.82\|2.24\|44.00\|46.82\|43.31\|175830;2026-03-06\|40.74\|-7.03\|43.95\|43.95\|40.48\|202510;2026-03-09\|39.78\|-2.36\|39.01\|39.87\|37.75\|156128;2026-03-10\|43.76\|10.01\|40.25\|43.76\|40.16\|203909;2026-03-11\|44.86\|2.51\|45.10\|48.10\|44.68\|296457;2026-03-12\|43.95\|-2.03\|44.50\|46.88\|43.37\|205553;2026-03-13\|42.13\|-4.14\|43.50\|44.38\|42.03\|142021;2026-03-16\|40.98\|-2.73\|41.97\|42.69\|40.50\|111588;2026-03-17\|37.94\|-7.42\|41.06\|41.30\|37.78\|148718;2026-03-18\|39.19\|3.29\|38.47\|39.30\|38.01\|103835;2026-03-19\|37.80\|-3.55\|38.33\|38.75\|37.61\|80262;2026-03-20\|36.90\|-2.38\|39.00\|39.95\|36.80\|160631;2026-03-23\|34.88\|-5.47\|35.88\|37.16\|34.40\|114787;2026-03-24\|36.35\|4.21\|35.80\|36.64\|34.51\|137166;2026-03-25\|39.99\|10.01\|37.50\|39.99\|37.41\|218888;2026-03-26\|39.80\|-0.48\|40.32\|40.67\|39.20\|161123;2026-03-27\|39.30\|-1.26\|38.62\|39.90\|37.77\|120376;2026-03-30\|43.23\|10.00\|38.68\|43.23\|38.59\|191921;2026-03-31\|43.13\|-0.23\|42.90\|44.40\|42.50\|232888;2026-04-01\|42.56\|-1.32\|44.48\|44.60\|42.10\|163559;2026-04-02\|42.87\|0.73\|42.17\|44.75\|42.11\|219577;2026-04-03\|43.30\|1.00\|43.73\|44.85\|42.87\|230960;2026-04-07\|43.46\|0.37\|43.33\|44.60\|42.97\|152104;2026-04-08\|44.93\|3.38\|44.50\|45.08\|43.80\|232544;2026-04-09\|49.42\|9.99\|44.30\|49.42\|44.30\|240379;2026-04-10\|54.36\|10.00\|53.28\|54.36\|52.52\|258492;2026-04-13\|55.00\|1.18\|55.00\|57.08\|53.21\|447642;2026-04-14\|52.25\|-5.00\|54.38\|54.58\|51.50\|318977;2026-04-15\|49.66\|-4.96\|51.51\|52.11\|49.32\|266793;2026-04-16\|51.07\|2.84\|48.98\|51.89\|48.40\|281261;2026-04-17\|50.64\|-0.84\|51.30\|51.39\|49.70\|216159;2026-04-20\|53.13\|4.92\|51.15\|53.99\|50.40\|327344;2026-04-21\|51.95\|-2.22\|51.31\|52.48\|49.87\|214028;2026-04-22\|54.20\|4.33\|51.94\|55.27\|51.94\|261754;2026-04-23\|51.81\|-4.41\|53.98\|54.97\|51.30\|201245;2026-04-24\|50.40\|-2.72\|51.30\|51.78\|49.13\|128600;2026-04-27\|52.17\|3.51\|50.55\|53.46\|50.55\|144542;2026-04-28\|52.53\|0.69\|52.16\|54.00\|50.57\|163818;2026-04-29\|51.74\|-1.50\|51.55\|53.90\|51.55\|128962;2026-04-30\|48.66\|-5.95\|50.00\|50.56\|47.00\|228728;2026-05-06\|48.99\|0.68\|49.20\|50.66\|48.96\|152940;2026-05-07\|52.23\|6.61\|51.00\|52.86\|49.30\|210100;2026-05-08\|57.45\|9.99\|50.75\|57.45\|50.11\|231222;2026-05-11\|57.97\|0.91\|60.11\|60.11\|56.30\|273787;2026-05-12\|59.20\|2.12\|58.54\|61.68\|57.98\|297833;2026-05-13\|59.80\|1.01\|57.21\|61.50\|57.20\|175883;2026-05-14\|59.00\|-1.34\|59.80\|61.25\|58.50\|164796;2026-05-15\|55.09\|-6.63\|58.51\|61.38\|54.00\|214451;2026-05-18\|55.32\|0.42\|55.01\|57.32\|54.70\|137720;2026-05-19\|55.00\|-0.58\|54.50\|55.24\|52.50\|125235;2026-05-20\|55.43\|0.78\|55.00\|56.80\|53.86\|125578;2026-05-21\|51.02\|-7.96\|55.45\|55.55\|50.95\|145916;2026-05-22\|52.31\|2.53\|51.60\|52.79\|50.82\|94204;2026-05-25\|52.17\|-0.27\|53.00\|53.30\|50.80\|90736;2026-05-26\|49.78\|-4.58\|51.82\|51.89\|48.56\|112058;2026-05-27\|49.04\|-1.49\|49.61\|50.40\|48.62\|79283;2026-05-28\|49.46\|0.86\|48.33\|49.50\|47.14\|96393;2026-05-29\|49.25\|-0.42\|49.01\|51.10\|47.26\|145491;2026-06-01\|47.03\|-4.51\|50.13\|50.72\|46.80\|119755;2026-06-02\|51.73\|9.99\|47.97\|51.73\|47.08\|153791;2026-06-03\|53.65\|3.71\|52.80\|56.00\|52.55\|238217;2026-06-04\|54.24\|1.10\|53.07\|54.70\|52.52\|170306;2026-06-05\|55.99\|3.23\|53.99\|57.22\|53.45\|214629;2026-06-08\|53.50\|-4.45\|51.99\|56.67\|50.39\|165426;2026-06-09\|58.85\|10.00\|54.95\|58.85\|54.08\|247167;2026-06-10\|57.64\|-2.06\|58.00\|60.15\|56.00\|237289;2026-06-11\|57.01\|-1.09\|57.00\|58.88\|55.61\|174941;2026-06-12\|57.47\|0.81\|57.71\|62.50\|56.97\|295816;2026-06-15\|59.77\|4.00\|57.47\|60.24\|55.54\|223797;2026-06-16\|63.70\|6.58\|58.80\|64.77\|58.54\|252666;2026-06-17\|60.53\|-4.98\|62.00\|64.60\|59.89\|225148;2026-06-18\|64.78\|7.02\|59.60\|65.65\|58.54\|241541;2026-06-22\|71.26\|10.00\|66.50\|71.26\|64.98\|218225;2026-06-23\|73.00\|2.44\|72.60\|76.55\|70.18\|271010;2026-06-24\|71.14\|-2.55\|70.21\|73.89\|69.95\|199345;2026-06-25\|72.62\|2.08\|72.73\|72.88\|69.13\|204787;2026-06-26\|65.36\|-10.00\|71.49\|71.64\|65.36\|215132;2026-06-29\|62.78\|-3.95\|65.76\|66.00\|60.60\|163822;2026-06-30\|65.51\|4.35\|63.85\|67.18\|62.68\|129042;2026-07-01\|62.36\|-4.81\|65.00\|65.59\|61.27\|141134;2026-07-02\|58.87\|-5.60\|59.42\|62.30\|58.52\|115584;2026-07-03\|58.88\|0.02\|58.50\|60.46\|57.86\|91857;2026-07-06\|56.68\|-3.74\|60.65\|62.50\|54.50\|134803;2026-07-07\|56.70\|0.04\|56.67\|58.63\|55.55\|116047;2026-07-08\|57.20\|0.88\|57.17\|59.46\|56.47\|144690;2026-07-09\|59.45\|3.93\|57.75\|59.58\|54.70\|158938;2026-07-10\|61.88\|4.09\|60.95\|64.18\|59.43\|208702;2026-07-13\|55.70\|-9.99\|60.20\|60.34\|55.69\|98283
113495	日本光纤龙头谋划涨价	AI算力光纤+空芯光纤+业绩高增+富时中国50 行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月5日公告，公司注意到近期市场对数据中心相关需求关注度较高，由于国内外数据中心建设持续加速，光纤光缆市场供需结构改善；据2026年5月23日投资者关系活动记录表，公司以空芯光纤、多芯光纤等产品全面覆盖智算中心光联接场景，空芯光纤衰减系数达0.04dB/km，已助力国内三大运营商开通首条商用线路，多模光纤市场份额全球第一。 2、据公司2026年第一季度报告，公司实现归母净利润4.95亿元，同比增长226.40%。 3、据2026年6月4日相关公告，富时罗素公布季度调整结果，长飞光纤光缆被纳入富时中国50指数。	全球光纤光缆行业的领先企业；公司空芯技术产能水平领先，并已在相关项目中标	2026-03-03\|236.00\|-2.65\|242.52\|253.87\|235.00\|184002;2026-03-04\|228.27\|-3.28\|226.87\|245.77\|224.00\|140351;2026-03-05\|223.36\|-2.15\|233.00\|236.01\|219.59\|142939;2026-03-06\|213.20\|-4.55\|219.74\|221.66\|211.58\|137415;2026-03-09\|211.91\|-0.61\|204.78\|211.91\|196.12\|136859;2026-03-10\|233.10\|10.00\|217.25\|233.10\|214.25\|170543;2026-03-11\|250.01\|7.25\|244.75\|256.41\|244.66\|246696;2026-03-12\|245.00\|-2.00\|245.01\|266.66\|242.82\|196167;2026-03-13\|241.90\|-1.27\|243.78\|254.97\|241.06\|159105;2026-03-16\|233.00\|-3.68\|242.00\|245.00\|228.00\|152351;2026-03-17\|215.81\|-7.38\|232.98\|232.98\|213.80\|166216;2026-03-18\|222.93\|3.30\|221.00\|224.36\|214.67\|137808;2026-03-19\|215.93\|-3.14\|212.00\|222.93\|212.00\|105390;2026-03-20\|216.88\|0.44\|222.30\|233.60\|215.08\|205015;2026-03-23\|212.10\|-2.20\|213.54\|222.64\|209.60\|143246;2026-03-24\|233.31\|10.00\|216.34\|233.31\|212.79\|195170;2026-03-25\|256.64\|10.00\|246.00\|256.64\|243.00\|216140;2026-03-26\|268.88\|4.77\|258.44\|276.50\|254.07\|216812;2026-03-27\|274.26\|2.00\|258.00\|279.66\|252.25\|205662;2026-03-30\|301.69\|10.00\|269.28\|301.69\|269.28\|149173;2026-03-31\|309.49\|2.59\|300.00\|320.00\|287.01\|213010;2026-04-01\|308.00\|-0.48\|320.00\|320.00\|291.00\|182901;2026-04-02\|332.49\|7.95\|304.90\|338.80\|304.90\|192142;2026-04-03\|352.50\|6.02\|339.13\|363.63\|330.00\|186519;2026-04-07\|357.10\|1.30\|351.50\|368.00\|346.00\|172365;2026-04-08\|362.10\|1.40\|362.20\|365.10\|341.50\|218783;2026-04-09\|398.31\|10.00\|354.86\|398.31\|353.00\|214583;2026-04-10\|384.38\|-3.50\|392.00\|396.53\|370.00\|248833;2026-04-13\|369.18\|-3.95\|372.00\|375.88\|360.00\|230442;2026-04-14\|364.50\|-1.27\|369.99\|376.76\|360.01\|174594;2026-04-15\|358.61\|-1.62\|360.12\|371.80\|352.00\|170899;2026-04-16\|368.52\|2.76\|350.00\|373.05\|346.00\|180799;2026-04-17\|365.89\|-0.71\|367.44\|372.64\|360.35\|152231;2026-04-20\|385.00\|5.22\|374.23\|401.98\|374.23\|210116;2026-04-21\|381.58\|-0.89\|377.30\|386.66\|360.52\|154608;2026-04-22\|412.00\|7.97\|382.29\|417.96\|382.29\|202629;2026-04-23\|385.02\|-6.55\|411.20\|422.88\|381.50\|213286;2026-04-24\|368.16\|-4.38\|378.39\|385.00\|364.35\|164065;2026-04-27\|377.50\|2.54\|378.00\|394.00\|374.09\|175410;2026-04-28\|373.49\|-1.06\|370.51\|381.16\|368.00\|112319;2026-04-29\|370.52\|-0.80\|365.00\|375.99\|358.10\|122974;2026-04-30\|353.90\|-4.49\|359.10\|365.00\|336.99\|207769;2026-05-06\|361.05\|2.02\|362.00\|370.00\|353.50\|173789;2026-05-07\|389.20\|7.80\|380.11\|392.00\|368.18\|202035;2026-05-08\|397.23\|2.06\|373.38\|405.00\|373.00\|194562;2026-05-11\|400.31\|0.78\|404.40\|404.99\|385.00\|193999;2026-05-12\|411.46\|2.79\|406.05\|430.00\|406.00\|178592;2026-05-13\|406.96\|-1.09\|393.00\|412.98\|393.00\|138534;2026-05-14\|404.70\|-0.56\|410.82\|419.68\|398.72\|142031;2026-05-15\|374.45\|-7.47\|400.01\|404.70\|366.66\|155276;2026-05-18\|399.48\|6.68\|368.00\|401.99\|367.50\|165299;2026-05-19\|397.90\|-0.40\|395.49\|398.98\|376.99\|124501;2026-05-20\|397.95\|0.01\|396.90\|406.42\|382.01\|129645;2026-05-21\|375.80\|-5.57\|397.95\|402.03\|374.00\|137435;2026-05-22\|388.66\|3.42\|380.00\|389.98\|375.86\|100802;2026-05-25\|386.03\|-0.68\|388.66\|389.88\|378.05\|108557;2026-05-26\|363.93\|-5.72\|384.00\|384.99\|358.48\|149897;2026-05-27\|366.10\|0.60\|362.99\|375.00\|360.07\|114707;2026-05-28\|370.55\|1.22\|360.66\|373.00\|351.37\|116444;2026-05-29\|402.81\|8.71\|369.97\|407.00\|365.00\|253337;2026-06-01\|371.58\|-7.75\|399.99\|399.99\|367.00\|183223;2026-06-02\|408.74\|10.00\|373.11\|408.74\|368.58\|197541;2026-06-03\|444.99\|8.87\|423.00\|449.61\|420.99\|211772;2026-06-04\|455.89\|2.45\|434.90\|469.99\|433.00\|190685;2026-06-05\|441.67\|-3.12\|455.95\|487.10\|436.01\|203175;2026-06-08\|440.30\|-0.31\|406.00\|462.30\|406.00\|189114;2026-06-09\|484.33\|10.00\|454.00\|484.33\|447.10\|173082;2026-06-10\|452.69\|-6.53\|482.00\|495.00\|445.00\|179845;2026-06-11\|442.51\|-2.25\|443.68\|459.96\|431.10\|116596;2026-06-12\|436.50\|-1.36\|456.51\|462.46\|432.51\|149071;2026-06-15\|450.30\|3.16\|440.00\|452.88\|421.01\|146375;2026-06-16\|464.10\|3.06\|450.31\|474.99\|447.00\|150030;2026-06-17\|460.50\|-0.78\|452.01\|464.69\|445.38\|133681;2026-06-18\|471.55\|2.40\|455.00\|482.58\|454.98\|158951;2026-06-22\|518.71\|10.00\|494.78\|518.71\|490.10\|84661;2026-06-23\|570.58\|10.00\|555.00\|570.58\|539.46\|230562;2026-06-24\|580.00\|1.65\|558.20\|594.00\|553.18\|189302;2026-06-25\|575.00\|-0.86\|598.00\|600.00\|565.00\|180120;2026-06-26\|543.00\|-5.57\|565.07\|582.00\|533.00\|155835;2026-06-29\|527.10\|-2.93\|543.00\|549.19\|490.00\|142109;2026-06-30\|545.90\|3.57\|540.00\|549.90\|522.69\|121728;2026-07-01\|508.51\|-6.85\|535.00\|542.87\|500.10\|135034;2026-07-02\|464.37\|-8.68\|480.01\|495.50\|460.99\|118198;2026-07-03\|475.08\|2.31\|460.00\|492.00\|455.00\|124671;2026-07-06\|441.94\|-6.98\|489.00\|489.00\|429.00\|136577;2026-07-07\|429.16\|-2.89\|435.00\|448.56\|418.28\|125729;2026-07-08\|410.00\|-4.46\|434.31\|439.16\|407.68\|103749;2026-07-09\|441.26\|7.62\|418.80\|441.95\|400.43\|160193;2026-07-10\|415.03\|-5.94\|441.26\|466.98\|414.93\|182715;2026-07-13\|395.11\|-4.80\|405.60\|413.02\|390.88\|76589
113494	日本光纤龙头谋划涨价	光纤上游+液冷服务器+有机硅+一季报增长行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年5月21日投资者关系记录表及2026年5月18日互动易，公司参股子公司浙江亚格新安现有4万吨四氯化硅产能，具备高纯和超纯四氯化硅生产能力，可用于光纤等行业，预计6月正式投用；公司D4产品已成为光纤预制棒包层主流工艺核心原料，与国内外头部光纤企业多年稳定合作。 2、据2026年3月2日互动易，公司推出ICL-1700算力、ICL-1600储能等硅基浸没式液冷产品矩阵，首个商用项目已在杭州稳定运行，PUE稳定在1.1以下，部分项目已进入批量供货阶段。 3、据2025年年报，公司为国内有机硅产业链最完整企业之一，单体产能达50万吨/年，终端品类达3500余种，覆盖新能源汽车、AI算力、人形机器人等场景，终端业务利润总额超3亿元。 4、据2026年4月29日公告，公司一季度营收40.83亿元，同比增长12.69%；归母净利润9628.06万元，同比增长190.61%。	1、参股子公司浙江亚格新安电子新材料有限公司现有四氯化硅产能4万吨，具备高纯和超纯四氯化硅生产能力，可用于光纤等行业，产能预计于今年6月正式投用；同时，公司有机硅产品D4是光纤预制棒包层主流核心原料，已与国内外头部光纤企业多年稳定合作； 2、国内除草剂草甘膦和有机硅单体生产龙头企业；公司与浙江人形机器人创新中心共建联合实验室，已向机器人客户批量交付10余款硅基新材料，用于末端执行器、仿生皮肤及柔性传感	2026-03-03\|13.04\|-4.47\|13.53\|13.75\|12.95\|379312;2026-03-04\|12.65\|-2.99\|12.85\|13.16\|12.60\|322203;2026-03-05\|12.91\|2.06\|12.92\|13.10\|12.72\|252455;2026-03-06\|13.16\|1.94\|12.82\|13.30\|12.71\|284159;2026-03-09\|12.72\|-3.34\|13.05\|13.32\|12.55\|300581;2026-03-10\|12.72\|0.00\|12.72\|12.88\|12.55\|200693;2026-03-11\|13.12\|3.14\|12.73\|13.22\|12.56\|370854;2026-03-12\|13.43\|2.36\|13.21\|13.59\|12.97\|455812;2026-03-13\|13.13\|-2.23\|13.43\|13.65\|13.08\|284384;2026-03-16\|12.51\|-4.72\|13.14\|13.36\|12.41\|367913;2026-03-17\|12.05\|-3.68\|12.42\|12.69\|12.00\|279896;2026-03-18\|12.00\|-0.41\|12.04\|12.14\|11.82\|172878;2026-03-19\|11.18\|-6.83\|11.92\|11.99\|11.09\|340116;2026-03-20\|10.89\|-2.59\|11.20\|11.27\|10.87\|240108;2026-03-23\|10.72\|-1.56\|10.62\|11.15\|10.48\|308455;2026-03-24\|10.87\|1.40\|10.90\|10.95\|10.51\|225140;2026-03-25\|11.06\|1.75\|10.86\|11.15\|10.86\|163803;2026-03-26\|10.84\|-1.99\|11.07\|11.22\|10.79\|158764;2026-03-27\|10.99\|1.38\|10.72\|11.18\|10.68\|200726;2026-03-30\|11.03\|0.36\|10.90\|11.18\|10.78\|236453;2026-03-31\|10.69\|-3.08\|11.04\|11.10\|10.65\|209967;2026-04-01\|10.93\|2.25\|10.88\|10.98\|10.76\|177716;2026-04-02\|10.77\|-1.46\|10.93\|11.08\|10.66\|133758;2026-04-03\|10.45\|-2.97\|10.83\|10.83\|10.40\|136173;2026-04-07\|11.50\|10.05\|10.91\|11.50\|10.91\|269209;2026-04-08\|11.90\|3.48\|11.77\|12.05\|11.50\|532494;2026-04-09\|11.94\|0.34\|11.80\|12.08\|11.66\|333672;2026-04-10\|12.03\|0.75\|12.03\|12.27\|11.86\|257694;2026-04-13\|12.13\|0.83\|11.95\|12.27\|11.82\|269245;2026-04-14\|12.50\|3.05\|12.13\|12.50\|12.00\|310440;2026-04-15\|12.07\|-3.44\|12.50\|12.55\|12.06\|287184;2026-04-16\|12.28\|1.74\|12.13\|12.32\|12.01\|219427;2026-04-17\|12.10\|-1.47\|12.19\|12.34\|12.09\|183659;2026-04-20\|12.19\|0.74\|12.12\|12.32\|12.04\|194200;2026-04-21\|12.43\|1.97\|12.19\|12.45\|12.00\|242607;2026-04-22\|12.38\|-0.40\|12.38\|12.46\|12.31\|174555;2026-04-23\|12.50\|0.97\|12.35\|12.65\|12.20\|269850;2026-04-24\|12.60\|0.80\|12.50\|12.71\|12.38\|274174;2026-04-27\|12.51\|-0.71\|12.59\|12.67\|12.43\|182605;2026-04-28\|12.47\|-0.32\|12.50\|12.75\|12.37\|221417;2026-04-29\|12.71\|1.92\|12.35\|12.78\|12.13\|319190;2026-04-30\|12.49\|-1.73\|12.79\|12.80\|12.45\|213883;2026-05-06\|12.45\|-0.32\|12.47\|12.59\|12.21\|278802;2026-05-07\|11.90\|-4.42\|12.45\|12.46\|11.85\|428602;2026-05-08\|11.95\|0.42\|11.87\|12.11\|11.82\|216136;2026-05-11\|12.46\|4.27\|12.04\|12.69\|12.00\|423176;2026-05-12\|12.48\|0.16\|12.48\|12.72\|12.31\|268703;2026-05-13\|12.50\|0.16\|12.43\|12.65\|12.30\|250018;2026-05-14\|12.18\|-2.56\|12.46\|12.62\|12.18\|210171;2026-05-15\|11.92\|-2.13\|12.18\|12.37\|11.89\|275627;2026-05-18\|11.70\|-1.85\|11.91\|11.91\|11.57\|218766;2026-05-19\|11.95\|2.14\|11.89\|12.08\|11.68\|206655;2026-05-20\|12.29\|2.85\|11.89\|12.59\|11.84\|344689;2026-05-21\|12.05\|-1.95\|12.50\|13.17\|12.04\|504402;2026-05-22\|13.26\|10.04\|12.19\|13.26\|12.08\|775186;2026-05-25\|13.10\|-1.21\|13.67\|13.76\|12.98\|855617;2026-05-26\|13.07\|-0.23\|13.04\|13.30\|12.81\|490441;2026-05-27\|12.57\|-3.83\|13.02\|13.25\|12.48\|401363;2026-05-28\|12.52\|-0.40\|12.55\|12.75\|11.84\|536333;2026-05-29\|12.05\|-3.75\|12.49\|12.56\|11.98\|375203;2026-06-01\|13.26\|10.04\|12.08\|13.26\|12.07\|581915;2026-06-02\|13.09\|-1.28\|13.26\|13.67\|12.75\|718847;2026-06-03\|14.40\|10.01\|13.23\|14.40\|13.21\|1185418;2026-06-04\|14.32\|-0.56\|14.40\|14.57\|14.08\|1075672;2026-06-05\|14.41\|0.63\|14.32\|15.11\|14.27\|920402;2026-06-08\|13.58\|-5.76\|13.60\|14.01\|13.30\|701173;2026-06-09\|14.94\|10.01\|13.83\|14.94\|13.70\|744345;2026-06-10\|14.93\|-0.07\|15.22\|15.92\|14.84\|1223993;2026-06-11\|14.30\|-3.57\|14.73\|15.70\|14.12\|1051461;2026-06-12\|14.36\|0.42\|14.50\|14.99\|13.87\|930609;2026-06-15\|15.14\|5.43\|14.70\|15.16\|14.35\|1062286;2026-06-16\|15.91\|5.09\|15.28\|16.36\|15.14\|1253668;2026-06-17\|15.99\|0.50\|15.60\|16.43\|15.00\|1022731;2026-06-18\|15.38\|-3.81\|15.98\|16.00\|15.13\|896765;2026-06-22\|16.55\|7.61\|15.20\|16.80\|15.10\|1039889;2026-06-23\|15.72\|-5.02\|16.70\|16.86\|15.60\|882240;2026-06-24\|17.29\|9.99\|15.72\|17.29\|15.65\|1083905;2026-06-25\|17.15\|-0.81\|17.30\|17.84\|16.90\|1095570;2026-06-26\|17.80\|3.79\|17.31\|18.39\|16.78\|1307717;2026-06-29\|16.02\|-10.00\|17.71\|18.39\|16.02\|1266175;2026-06-30\|15.96\|-0.37\|15.82\|16.68\|15.47\|1116084;2026-07-01\|15.23\|-4.57\|15.70\|16.44\|14.39\|1407432;2026-07-02\|14.30\|-6.11\|14.72\|14.84\|13.91\|1031896;2026-07-03\|13.30\|-6.99\|14.39\|14.45\|13.28\|1068714;2026-07-06\|13.57\|2.03\|13.56\|14.19\|13.51\|800376;2026-07-07\|13.10\|-3.46\|13.50\|13.77\|13.06\|617579;2026-07-08\|12.63\|-3.59\|13.31\|13.35\|12.52\|513823;2026-07-09\|13.42\|6.25\|12.73\|13.75\|12.30\|798273;2026-07-10\|12.59\|-6.18\|13.50\|13.61\|12.59\|931745;2026-07-13\|11.64\|-7.55\|12.31\|12.40\|11.55\|492355
113493	日本光纤龙头谋划涨价	高送转+光通信散热+空气悬架+汽车零部件 1、据2026年6月22日公告，公司披露2025年度权益分派实施公告，拟向全体股东每10股转增3股，股权登记日为2026年6月25日。 2、据2025年年度报告及2026年6月5日投资者关系管理信息，公司借助诺基亚、爱立信等客户资源，逐步切入移动通信、光通信散热与热管理业务；2025年通信领域产品营收2.56亿元，同比增长58.63%。 3、据2025年年度报告，公司确立汽车“整车舒适系统”核心战略，是国内首家自研多腔含三腔空气弹簧并实现整车厂项目定点与量产的企业，2025年汽车领域业务营收17.13亿元，同比增长15.92%。	公司借助通信领域（诺基亚、爱立信）、电子电气领域（施耐德）等战略性国际客户资源，逐步切入移动通信、光通信散热与热管理业务	2026-03-03\|26.54\|-3.88\|27.66\|28.00\|26.48\|31084;2026-03-04\|26.45\|-0.34\|26.30\|26.79\|26.20\|19062;2026-03-05\|26.98\|2.00\|26.93\|27.25\|26.80\|20313;2026-03-06\|27.75\|2.85\|26.98\|27.76\|26.79\|16401;2026-03-09\|27.44\|-1.12\|27.71\|27.76\|26.87\|18943;2026-03-10\|28.72\|4.66\|27.70\|28.76\|27.66\|27736;2026-03-11\|28.49\|-0.80\|28.75\|30.45\|28.35\|50126;2026-03-12\|27.42\|-3.76\|28.70\|28.73\|27.33\|32371;2026-03-13\|27.07\|-1.28\|27.20\|27.63\|27.06\|21681;2026-03-16\|27.00\|-0.26\|27.35\|27.38\|26.80\|13973;2026-03-17\|26.41\|-2.19\|27.05\|27.28\|25.95\|16259;2026-03-18\|27.08\|2.54\|26.74\|27.08\|26.34\|13547;2026-03-19\|26.41\|-2.47\|26.73\|27.02\|26.29\|15969;2026-03-20\|25.65\|-2.88\|26.79\|26.79\|25.65\|16308;2026-03-23\|24.65\|-3.90\|24.98\|25.90\|24.24\|26372;2026-03-24\|25.21\|2.27\|25.17\|25.22\|24.46\|20907;2026-03-25\|25.67\|1.82\|25.62\|25.84\|25.41\|14145;2026-03-26\|25.71\|0.16\|25.75\|26.20\|25.46\|15089;2026-03-27\|25.73\|0.08\|25.23\|25.88\|25.22\|12121;2026-03-30\|26.57\|3.26\|25.45\|26.63\|25.40\|23666;2026-03-31\|26.24\|-1.24\|26.49\|27.12\|26.23\|21840;2026-04-01\|26.29\|0.19\|26.94\|26.94\|25.95\|13822;2026-04-02\|25.96\|-1.26\|26.29\|26.42\|25.68\|13563;2026-04-03\|25.40\|-2.16\|26.16\|26.18\|25.30\|10657;2026-04-07\|27.16\|6.93\|25.60\|27.30\|25.50\|40298;2026-04-08\|27.56\|1.47\|27.47\|27.68\|27.15\|24751;2026-04-09\|27.85\|1.05\|27.34\|28.12\|27.29\|21968;2026-04-10\|28.06\|0.75\|28.00\|28.58\|27.99\|21643;2026-04-13\|28.32\|0.93\|28.23\|28.73\|27.89\|30390;2026-04-14\|28.70\|1.34\|28.43\|28.90\|28.33\|27460;2026-04-15\|28.11\|-2.06\|27.70\|28.45\|27.58\|36424;2026-04-16\|28.60\|1.74\|28.30\|29.32\|28.18\|23224;2026-04-17\|29.02\|1.47\|28.77\|29.32\|28.56\|28157;2026-04-20\|29.25\|0.79\|28.98\|29.37\|28.86\|22154;2026-04-21\|29.03\|-0.75\|29.12\|29.30\|28.85\|20750;2026-04-22\|28.76\|-0.93\|28.85\|29.09\|28.61\|17439;2026-04-23\|28.55\|-0.73\|28.75\|29.15\|28.37\|22035;2026-04-24\|28.90\|1.23\|28.40\|29.25\|28.30\|20850;2026-04-27\|29.63\|2.53\|29.79\|29.81\|28.70\|30942;2026-04-28\|29.22\|-1.38\|29.66\|29.83\|29.03\|21749;2026-04-29\|29.75\|1.81\|29.21\|29.88\|29.01\|23180;2026-04-30\|30.12\|1.24\|29.68\|31.12\|29.68\|29503;2026-05-06\|30.20\|0.27\|30.13\|30.52\|29.65\|28237;2026-05-07\|31.11\|3.01\|30.22\|31.18\|30.03\|31066;2026-05-08\|32.70\|5.11\|30.96\|33.13\|30.81\|58501;2026-05-11\|32.85\|0.46\|32.71\|34.00\|32.70\|43698;2026-05-12\|32.92\|0.21\|33.14\|33.50\|32.38\|30052;2026-05-13\|33.06\|0.43\|32.90\|33.79\|32.31\|27316;2026-05-14\|36.37\|10.01\|33.06\|36.37\|32.48\|81752;2026-05-15\|34.50\|-5.14\|37.07\|37.45\|34.10\|109014;2026-05-18\|35.58\|3.13\|34.49\|36.85\|33.77\|65189;2026-05-19\|35.44\|-0.39\|35.29\|36.20\|35.01\|44718;2026-05-20\|35.54\|0.28\|35.13\|37.00\|34.78\|37854;2026-05-21\|33.37\|-6.11\|35.58\|36.50\|33.32\|49482;2026-05-22\|33.22\|-0.45\|32.87\|34.19\|30.64\|80150;2026-05-25\|36.54\|9.99\|33.23\|36.54\|33.23\|29397;2026-05-26\|35.60\|-2.57\|37.13\|37.45\|34.00\|92039;2026-05-27\|35.10\|-1.40\|36.50\|36.65\|34.66\|60491;2026-05-28\|36.97\|5.33\|34.68\|37.41\|34.68\|67084;2026-05-29\|36.64\|-0.89\|37.71\|38.98\|35.68\|75597;2026-06-01\|35.79\|-2.32\|36.31\|36.97\|35.07\|46767;2026-06-02\|32.82\|-8.30\|35.86\|38.34\|32.43\|134357;2026-06-03\|33.37\|1.68\|32.06\|33.88\|31.71\|89480;2026-06-04\|32.74\|-1.89\|32.95\|33.40\|31.82\|55182;2026-06-05\|31.59\|-3.51\|32.41\|32.70\|31.05\|39020;2026-06-08\|28.43\|-10.00\|30.74\|30.99\|28.43\|49268;2026-06-09\|31.27\|9.99\|29.26\|31.27\|28.71\|18551;2026-06-10\|31.37\|0.32\|33.02\|33.02\|30.23\|93387;2026-06-11\|29.89\|-4.72\|32.09\|32.09\|29.73\|43843;2026-06-12\|32.88\|10.00\|30.90\|32.88\|30.47\|41146;2026-06-15\|29.59\|-10.01\|30.93\|32.00\|29.59\|106532;2026-06-16\|27.09\|-8.45\|28.29\|29.09\|26.78\|116741;2026-06-17\|28.67\|5.83\|27.35\|29.80\|27.10\|175894;2026-06-18\|28.37\|-1.05\|29.35\|29.61\|28.01\|128868;2026-06-22\|29.00\|2.22\|28.54\|31.21\|27.78\|154494;2026-06-23\|31.90\|10.00\|28.42\|31.90\|28.10\|174610;2026-06-24\|34.06\|6.77\|31.57\|34.13\|31.12\|210619;2026-06-25\|35.70\|4.82\|33.65\|36.45\|33.50\|128967;2026-06-26\|27.66\|0.73\|27.59\|29.45\|27.18\|148925;2026-06-29\|24.89\|-10.01\|27.59\|27.60\|24.89\|120939;2026-06-30\|25.20\|1.25\|24.96\|25.84\|24.28\|120307;2026-07-01\|26.98\|7.06\|25.57\|27.72\|24.83\|181728;2026-07-02\|25.71\|-4.71\|26.98\|27.58\|25.60\|127332;2026-07-03\|26.90\|4.63\|25.94\|28.28\|25.44\|177257;2026-07-06\|25.55\|-5.02\|26.43\|27.20\|25.21\|121125;2026-07-07\|25.63\|0.31\|25.55\|26.07\|25.12\|71049;2026-07-08\|24.58\|-4.10\|25.98\|26.96\|24.48\|117242;2026-07-09\|25.15\|2.32\|24.41\|25.26\|23.43\|110085;2026-07-10\|26.65\|5.96\|25.13\|27.67\|25.00\|248512;2026-07-13\|24.74\|-7.17\|26.20\|26.65\|24.73\|79246
113492	日本光纤龙头谋划涨价	磷化铟衬底+终止减持+光稳定剂 1、据2026年6月9日公告，公司拟与朱蓉辉、汇智光芯共同出资1000万元设立合资公司，从事磷化铟衬底研发生产销售，公司持股70%；一期固定投资1亿元，预期年产12万片4-6英寸磷化铟衬底；据2026年6月13日公告，核心人物朱蓉辉在化合物半导体领域具有超20年研发和产业化经验。 2、据2026年6月17日公告，股东联发合伙、联拓合伙于2026年6月16日提前终止减持计划，在减持计划实施期间未减持任何公司股份。 3、据2025年年报，公司主营受阻胺光稳定剂及其中间体，是全球最主要的光稳定剂制造与服务商之一，产品应用领域涵盖光伏背板胶膜等。	公司拟设立合资公司开展磷化铟衬底业务，预计二期产能40万片/年	2026-03-03\|8.67\|-3.77\|8.95\|9.00\|8.67\|118881;2026-03-04\|8.76\|1.04\|8.67\|9.05\|8.67\|97727;2026-03-05\|9.17\|4.68\|9.15\|9.35\|8.93\|191701;2026-03-06\|9.30\|1.42\|9.11\|9.41\|9.01\|168647;2026-03-09\|9.19\|-1.18\|9.22\|9.26\|9.10\|105324;2026-03-10\|9.20\|0.11\|9.23\|9.24\|9.13\|80880;2026-03-11\|9.04\|-1.74\|9.20\|9.20\|8.99\|94871;2026-03-12\|8.96\|-0.89\|9.05\|9.17\|8.95\|74677;2026-03-13\|8.88\|-0.89\|8.92\|9.10\|8.84\|61110;2026-03-16\|8.90\|0.23\|8.85\|9.03\|8.84\|50383;2026-03-17\|8.62\|-3.15\|8.88\|8.97\|8.62\|59574;2026-03-18\|8.56\|-0.70\|8.63\|8.69\|8.42\|56117;2026-03-19\|8.28\|-3.27\|8.49\|8.59\|8.27\|53324;2026-03-20\|8.08\|-2.42\|8.35\|8.37\|7.99\|60223;2026-03-23\|7.48\|-7.43\|7.81\|7.89\|7.44\|80596;2026-03-24\|7.98\|6.68\|7.60\|8.05\|7.47\|85991;2026-03-25\|8.05\|0.88\|8.07\|8.07\|7.95\|46487;2026-03-26\|8.00\|-0.62\|8.04\|8.24\|7.96\|51026;2026-03-27\|8.27\|3.38\|7.92\|8.30\|7.88\|59902;2026-03-30\|8.30\|0.36\|8.20\|8.35\|8.19\|47518;2026-03-31\|8.13\|-2.05\|8.30\|8.35\|8.12\|40502;2026-04-01\|8.19\|0.74\|8.23\|8.27\|8.09\|39362;2026-04-02\|8.15\|-0.49\|8.18\|8.23\|8.07\|34419;2026-04-03\|7.93\|-2.70\|8.12\|8.15\|7.84\|40216;2026-04-07\|8.27\|4.29\|7.95\|8.28\|7.88\|57229;2026-04-08\|8.36\|1.09\|8.29\|8.36\|8.23\|46048;2026-04-09\|8.21\|-1.79\|8.33\|8.41\|8.11\|42566;2026-04-10\|8.25\|0.49\|8.23\|8.34\|8.22\|32195;2026-04-13\|8.14\|-1.33\|8.25\|8.25\|8.10\|31285;2026-04-14\|8.15\|0.12\|8.17\|8.18\|8.03\|30992;2026-04-15\|8.11\|-0.49\|8.17\|8.20\|8.09\|24582;2026-04-16\|8.32\|2.59\|8.13\|8.35\|8.08\|41060;2026-04-17\|8.24\|-0.96\|8.31\|8.34\|8.18\|39395;2026-04-20\|8.20\|-0.49\|8.27\|8.28\|8.15\|35750;2026-04-21\|8.23\|0.37\|8.20\|8.26\|8.16\|32710;2026-04-22\|8.12\|-1.34\|8.22\|8.22\|8.10\|30536;2026-04-23\|8.02\|-1.23\|8.12\|8.12\|8.00\|25348;2026-04-24\|8.13\|1.37\|8.03\|8.17\|7.99\|34744;2026-04-27\|8.16\|0.37\|8.10\|8.19\|7.95\|46639;2026-04-28\|8.31\|1.84\|8.60\|8.74\|8.31\|128076;2026-04-29\|8.29\|-0.24\|8.21\|8.32\|8.10\|74723;2026-04-30\|8.27\|-0.24\|8.28\|8.40\|8.23\|44233;2026-05-06\|8.30\|0.36\|8.26\|8.32\|8.20\|49752;2026-05-07\|8.31\|0.12\|8.30\|8.39\|8.27\|48050;2026-05-08\|8.32\|0.12\|8.25\|8.34\|8.22\|37774;2026-05-11\|8.32\|0.00\|8.31\|8.37\|8.24\|50811;2026-05-12\|8.18\|-1.68\|8.32\|8.32\|8.14\|38841;2026-05-13\|8.16\|-0.24\|8.21\|8.21\|8.09\|29856;2026-05-14\|8.08\|-0.98\|8.15\|8.17\|8.07\|40914;2026-05-15\|8.09\|0.12\|8.08\|8.19\|8.01\|42129;2026-05-18\|8.03\|-0.74\|8.03\|8.07\|7.92\|43431;2026-05-19\|8.10\|0.87\|8.05\|8.15\|8.01\|26136;2026-05-20\|8.24\|1.73\|8.10\|8.29\|7.97\|47088;2026-05-21\|7.92\|-3.88\|8.16\|8.28\|7.91\|41309;2026-05-22\|8.12\|2.53\|7.97\|8.17\|7.84\|40189;2026-05-25\|8.14\|0.25\|8.18\|8.22\|8.04\|40784;2026-05-26\|7.90\|-2.95\|8.08\|8.14\|7.82\|44339;2026-05-27\|7.74\|-2.03\|7.85\|7.93\|7.66\|37094;2026-05-28\|7.77\|0.39\|7.70\|7.90\|7.61\|40605;2026-05-29\|7.51\|-3.35\|7.78\|7.86\|7.48\|44448;2026-06-01\|7.81\|3.99\|7.53\|7.88\|7.48\|52330;2026-06-02\|7.63\|-2.30\|7.83\|7.84\|7.57\|46395;2026-06-03\|8.39\|9.96\|7.65\|8.39\|7.63\|200343;2026-06-04\|8.68\|3.46\|8.41\|9.15\|8.39\|324936;2026-06-05\|9.55\|10.02\|8.79\|9.55\|8.50\|347262;2026-06-08\|9.45\|-1.05\|9.37\|9.61\|9.01\|319548;2026-06-09\|10.40\|10.05\|10.40\|10.40\|10.40\|54674;2026-06-10\|11.44\|10.00\|11.44\|11.44\|11.44\|36743;2026-06-11\|12.36\|9.96\|12.36\|12.36\|12.36\|128522;2026-06-12\|13.60\|10.03\|13.60\|13.60\|13.60\|98637;2026-06-15\|13.40\|-1.47\|13.18\|13.99\|12.35\|832846;2026-06-16\|14.45\|7.84\|12.80\|14.74\|12.74\|638237;2026-06-17\|14.81\|2.49\|14.05\|15.90\|14.05\|762653;2026-06-18\|15.62\|5.47\|14.81\|16.18\|13.87\|707099;2026-06-22\|17.18\|9.99\|16.51\|17.18\|16.50\|319886;2026-06-23\|17.90\|4.19\|17.00\|18.90\|16.80\|631291;2026-06-24\|18.30\|2.23\|17.88\|19.33\|16.99\|611741;2026-06-25\|20.13\|10.00\|18.50\|20.13\|18.50\|368631;2026-06-26\|21.85\|8.54\|20.61\|22.11\|19.98\|615780;2026-06-29\|19.67\|-9.98\|20.81\|21.66\|19.67\|416466;2026-06-30\|20.26\|3.00\|18.88\|20.59\|18.88\|511842;2026-07-01\|19.19\|-5.28\|19.98\|20.00\|18.70\|426944;2026-07-02\|19.22\|0.16\|18.00\|20.11\|17.46\|416652;2026-07-03\|18.80\|-2.19\|19.17\|19.90\|18.50\|315556;2026-07-06\|18.41\|-2.07\|18.29\|19.20\|17.80\|282169;2026-07-07\|20.25\|9.99\|18.74\|20.25\|18.32\|690848;2026-07-08\|21.91\|8.20\|19.49\|22.28\|19.48\|749205;2026-07-09\|20.98\|-4.24\|19.72\|21.49\|19.72\|694781;2026-07-10\|19.45\|-7.29\|20.00\|20.85\|18.89\|484092;2026-07-13\|21.40\|10.03\|19.01\|21.40\|19.00\|350536
113491	日本光纤龙头谋划涨价	空芯光纤光缆+光通信+分拆上市+一季报增长行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月4日公司公告，公司2026年第一季度实现营业收入约177.91亿元，较2025年同期增长约34.09%；实现归属于上市公司股东的净利润约11.05亿元，较2025年同期增长约98.53%。据2026年5月18日投资者关系活动记录表，业绩增长主要系报告期内光通信市场需求增长、价格上涨，海洋通信及能源产品交付增加和海外市场需求增长所致。 2、据2026年5月30日公司公告，公司拟分拆所属子公司江苏亨通华海科技股份有限公司至上海证券交易所科创板上市，该预案已经公司第九届董事会第十六次会议审议通过。 3、据2026年5月18日投资者关系活动记录表，公司AI数据中心业务是最核心的战略方向之一，光纤光缆产品已大批量应用于国内外数据中心，并开发了高密度MPO光缆等系列产品；公司与中国联通联合部署的商用空芯光纤光缆线路已开通并投入运营，中标中国移动空芯光缆采购项目；多芯光纤产品正参与国家级跨区域新型算力网建设。	公司收购J-Fiber，部署特种光纤和数据中心多模光纤产能。公司空芯光纤也在2025年供应链博览会和联通合作伙伴大会展出，性能达到业内领先水平	2026-03-03\|47.52\|-4.19\|50.07\|50.96\|47.30\|1626074;2026-03-04\|48.38\|1.81\|46.90\|48.95\|45.99\|1475986;2026-03-05\|50.90\|5.21\|48.90\|51.88\|48.04\|1697857;2026-03-06\|48.43\|-4.85\|49.37\|50.29\|47.33\|1405078;2026-03-09\|45.72\|-5.60\|45.81\|46.16\|43.59\|1602048;2026-03-10\|49.99\|9.34\|46.72\|50.20\|46.72\|1536678;2026-03-11\|50.80\|1.62\|51.00\|54.30\|50.63\|1681006;2026-03-12\|51.42\|1.22\|49.90\|54.30\|49.90\|1506799;2026-03-13\|49.68\|-3.38\|51.05\|53.00\|49.45\|1307841;2026-03-16\|47.23\|-4.93\|49.28\|50.20\|46.67\|1254501;2026-03-17\|43.22\|-8.49\|47.89\|48.29\|43.09\|1607182;2026-03-18\|44.51\|2.98\|43.10\|44.65\|42.42\|1378913;2026-03-19\|43.11\|-3.15\|42.88\|44.40\|42.87\|905456;2026-03-20\|42.98\|-0.30\|44.50\|45.40\|42.89\|1286511;2026-03-23\|41.36\|-3.77\|42.03\|42.97\|40.92\|1067278;2026-03-24\|44.37\|7.28\|42.80\|44.40\|41.60\|1386909;2026-03-25\|48.17\|8.56\|46.08\|48.60\|46.00\|1802096;2026-03-26\|47.88\|-0.60\|47.81\|49.88\|47.17\|1389671;2026-03-27\|48.95\|2.23\|46.88\|50.21\|46.52\|1392972;2026-03-30\|53.85\|10.01\|48.10\|53.85\|48.10\|1351087;2026-03-31\|52.66\|-2.21\|53.31\|54.66\|51.34\|1760899;2026-04-01\|51.96\|-1.33\|54.66\|54.70\|50.58\|1287396;2026-04-02\|53.39\|2.75\|52.03\|55.80\|52.03\|1469875;2026-04-03\|58.05\|8.73\|54.45\|58.73\|54.01\|1698326;2026-04-07\|58.70\|1.12\|58.35\|61.50\|58.00\|1668754;2026-04-08\|58.56\|-0.24\|60.80\|60.87\|56.55\|1951079;2026-04-09\|59.54\|1.67\|57.21\|60.80\|56.11\|1941819;2026-04-10\|55.98\|-5.98\|59.21\|59.21\|55.71\|2089276;2026-04-13\|53.49\|-4.45\|55.00\|55.95\|53.10\|2035119;2026-04-14\|52.67\|-1.53\|53.51\|54.41\|52.15\|1569564;2026-04-15\|52.13\|-1.03\|52.86\|53.99\|51.73\|1301525;2026-04-16\|53.14\|1.94\|51.81\|53.44\|50.89\|1428402;2026-04-17\|55.65\|4.72\|52.59\|56.10\|52.59\|2134174;2026-04-20\|60.89\|9.42\|58.35\|60.99\|57.50\|2218726;2026-04-21\|59.80\|-1.79\|59.50\|60.40\|57.27\|1832092;2026-04-22\|65.78\|10.00\|59.70\|65.78\|59.55\|2036964;2026-04-23\|69.52\|5.69\|66.77\|70.30\|66.03\|2734389;2026-04-24\|69.54\|0.03\|68.00\|71.30\|66.55\|2212030;2026-04-27\|71.38\|2.65\|69.54\|74.49\|68.90\|2495122;2026-04-28\|68.29\|-4.33\|70.00\|71.60\|67.68\|1765843;2026-04-29\|67.38\|-1.33\|67.00\|68.20\|65.35\|1237637;2026-04-30\|65.70\|-2.49\|67.70\|68.00\|63.30\|1609348;2026-05-06\|71.80\|9.28\|67.50\|72.27\|67.50\|1915747;2026-05-07\|75.96\|5.79\|74.55\|76.63\|71.80\|1908904;2026-05-08\|77.27\|1.72\|74.25\|79.49\|74.25\|1633023;2026-05-11\|74.99\|-2.95\|79.30\|79.90\|73.83\|2388971;2026-05-12\|75.10\|0.15\|75.50\|78.50\|74.66\|1770023;2026-05-13\|75.43\|0.44\|73.34\|77.00\|73.33\|1523329;2026-05-14\|74.00\|-1.90\|76.88\|77.20\|73.68\|1430964;2026-05-15\|69.80\|-5.68\|73.98\|74.51\|67.97\|1583769;2026-05-18\|71.80\|2.87\|69.01\|72.95\|69.01\|1291686;2026-05-19\|75.47\|5.11\|70.40\|76.11\|66.52\|1941733;2026-05-20\|75.78\|0.41\|74.70\|78.13\|74.00\|1710653;2026-05-21\|69.90\|-7.76\|75.99\|76.00\|69.38\|1630204;2026-05-22\|73.05\|4.51\|70.66\|73.30\|69.69\|1319919;2026-05-25\|73.41\|0.49\|73.10\|73.74\|69.67\|1462518;2026-05-26\|69.41\|-5.45\|72.01\|72.08\|67.67\|1596622;2026-05-27\|68.69\|-1.04\|68.64\|71.60\|68.02\|1332688;2026-05-28\|70.48\|2.61\|67.50\|70.98\|65.62\|1603202;2026-05-29\|77.12\|9.42\|70.49\|77.53\|69.48\|3239282;2026-06-01\|75.56\|-2.02\|75.24\|80.81\|73.40\|2372171;2026-06-02\|83.12\|10.01\|74.61\|83.12\|74.61\|1913933;2026-06-03\|91.43\|10.00\|90.00\|91.43\|88.12\|699163;2026-06-04\|97.87\|7.04\|93.00\|98.99\|92.40\|2653851;2026-06-05\|96.12\|-1.79\|96.00\|102.96\|95.00\|2509906;2026-06-08\|95.47\|-0.68\|92.55\|102.33\|92.55\|2442059;2026-06-09\|105.02\|10.00\|99.77\|105.02\|97.70\|1729430;2026-06-10\|106.88\|1.77\|106.00\|109.99\|104.42\|2129891;2026-06-11\|102.40\|-4.19\|105.10\|108.00\|98.00\|2249229;2026-06-12\|97.00\|-5.27\|105.08\|105.49\|97.00\|2155301;2026-06-15\|99.28\|2.35\|98.94\|99.92\|92.88\|2205440;2026-06-16\|107.50\|8.28\|98.21\|108.66\|98.18\|2258993;2026-06-17\|111.00\|3.26\|104.11\|111.41\|104.00\|2169531;2026-06-18\|111.01\|0.01\|111.03\|116.66\|108.78\|1984678;2026-06-22\|120.13\|8.22\|115.20\|121.99\|115.17\|1812555;2026-06-23\|117.31\|-2.35\|121.20\|125.16\|115.64\|1834233;2026-06-24\|119.02\|1.46\|114.96\|120.55\|113.66\|1648106;2026-06-25\|123.00\|3.34\|122.00\|124.77\|117.15\|1615832;2026-06-26\|110.81\|-9.91\|119.50\|120.00\|110.70\|1988227;2026-06-29\|108.04\|-2.26\|108.92\|112.12\|102.00\|1488825;2026-06-30\|109.34\|1.20\|112.00\|113.44\|107.80\|1268723;2026-07-01\|101.93\|-6.78\|107.61\|109.55\|100.00\|1733516;2026-07-02\|93.84\|-7.94\|96.80\|98.90\|91.93\|1535850;2026-07-03\|89.42\|-4.71\|93.00\|95.00\|89.22\|1726393;2026-07-06\|84.60\|-5.39\|91.50\|92.63\|82.61\|1987758;2026-07-07\|80.89\|-4.39\|84.60\|85.24\|78.55\|1703514;2026-07-08\|76.96\|-4.86\|81.78\|82.50\|76.70\|1616934;2026-07-09\|80.06\|4.03\|78.18\|80.58\|74.00\|2381972;2026-07-10\|77.79\|-2.84\|80.80\|86.39\|77.39\|2593148;2026-07-13\|70.85\|-8.92\|75.08\|76.33\|70.19\|1326951
113490	日本光纤龙头谋划涨价	光纤光缆+芳纶隔膜+烟台国资行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月9日股票交易异常波动公告，公司股票连续三个交易日收盘价涨幅偏离值累计超过20%；公司称对位芳纶在光纤光缆领域收入占比不足10%，且产品在数据中心无直接应用。 2、据2025年年度报告，公司专业从事氨纶、间位芳纶、对位芳纶等高性能纤维的研发生产，芳纶涂覆隔膜已实现批量交付，计划2026年规模化生产。 3、据2025年年度报告，公司最终控制人为烟台市人民政府国有资产监督管理委员会。	1、长飞等光缆企业是公司对位芳纶的重要客户，正常年份该领域的销售占比约为40-50%； 2、公司专业从事氨纶、芳纶等高性能纤维生产，相关产品可用于航空航天领域	2026-03-03\|11.88\|-8.76\|13.03\|13.10\|11.80\|395256;2026-03-04\|11.81\|-0.59\|11.83\|12.14\|11.71\|238332;2026-03-05\|11.89\|0.68\|12.02\|12.13\|11.80\|130252;2026-03-06\|12.16\|2.27\|11.83\|12.32\|11.81\|211392;2026-03-09\|11.82\|-2.80\|12.00\|12.06\|11.47\|234977;2026-03-10\|11.95\|1.10\|11.90\|12.11\|11.85\|149381;2026-03-11\|12.55\|5.02\|12.35\|12.63\|12.12\|349039;2026-03-12\|13.81\|10.04\|13.81\|13.81\|13.54\|364247;2026-03-13\|12.43\|-9.99\|13.41\|13.60\|12.43\|831178;2026-03-16\|12.92\|3.94\|12.62\|13.57\|12.59\|662884;2026-03-17\|12.20\|-5.57\|12.64\|12.97\|12.17\|462452;2026-03-18\|11.90\|-2.46\|12.07\|12.19\|11.84\|314496;2026-03-19\|11.29\|-5.13\|11.83\|11.85\|11.20\|316223;2026-03-20\|10.89\|-3.54\|11.32\|11.40\|10.86\|258930;2026-03-23\|10.24\|-5.97\|10.68\|10.77\|10.10\|313615;2026-03-24\|10.37\|1.27\|10.40\|10.50\|9.92\|198378;2026-03-25\|10.60\|2.22\|10.43\|10.75\|10.37\|181279;2026-03-26\|10.50\|-0.94\|10.62\|10.80\|10.40\|124958;2026-03-27\|10.67\|1.62\|10.33\|10.82\|10.33\|147829;2026-03-30\|10.72\|0.47\|10.49\|10.74\|10.45\|153002;2026-03-31\|10.47\|-2.33\|10.71\|10.79\|10.44\|147271;2026-04-01\|10.57\|0.96\|10.70\|10.77\|10.52\|143199;2026-04-02\|10.36\|-1.99\|10.53\|10.57\|10.23\|130749;2026-04-03\|10.02\|-3.28\|10.36\|10.37\|9.97\|145243;2026-04-07\|10.39\|3.69\|10.04\|10.44\|10.03\|131366;2026-04-08\|10.68\|2.79\|10.65\|10.73\|10.47\|168329;2026-04-09\|10.65\|-0.28\|10.57\|10.76\|10.51\|151582;2026-04-10\|10.68\|0.28\|10.66\|10.82\|10.63\|119945;2026-04-13\|10.82\|1.31\|10.68\|10.94\|10.65\|209152;2026-04-14\|10.51\|-2.87\|10.82\|10.85\|10.38\|302232;2026-04-15\|10.06\|-4.28\|10.53\|10.58\|10.02\|296504;2026-04-16\|10.10\|0.40\|10.03\|10.19\|9.98\|196740;2026-04-17\|10.30\|1.98\|10.10\|10.38\|10.00\|281798;2026-04-20\|10.46\|1.55\|10.30\|10.63\|10.21\|226054;2026-04-21\|10.54\|0.76\|10.46\|10.73\|10.40\|197524;2026-04-22\|10.87\|3.13\|10.47\|10.95\|10.45\|304356;2026-04-23\|10.89\|0.18\|10.88\|11.15\|10.81\|259338;2026-04-24\|10.70\|-1.74\|10.84\|10.88\|10.60\|213082;2026-04-27\|10.85\|1.40\|10.69\|10.93\|10.47\|230651;2026-04-28\|10.86\|0.09\|10.83\|10.98\|10.56\|215392;2026-04-29\|10.95\|0.83\|10.75\|10.99\|10.69\|180840;2026-04-30\|11.34\|3.56\|11.12\|11.76\|11.12\|428773;2026-05-06\|11.57\|2.03\|11.36\|11.75\|11.30\|321615;2026-05-07\|11.52\|-0.43\|11.77\|11.83\|11.41\|229970;2026-05-08\|11.63\|0.95\|11.48\|11.86\|11.40\|243901;2026-05-11\|12.03\|3.44\|11.76\|12.04\|11.71\|362752;2026-05-12\|13.23\|9.98\|12.04\|13.23\|11.95\|659832;2026-05-13\|13.54\|2.34\|13.45\|13.61\|12.95\|820322;2026-05-14\|14.89\|9.97\|14.39\|14.89\|14.38\|735379;2026-05-15\|14.18\|-4.77\|15.00\|15.03\|13.68\|1281416;2026-05-18\|14.67\|3.46\|13.98\|14.89\|13.86\|946966;2026-05-19\|14.34\|-2.25\|14.08\|14.64\|13.88\|662563;2026-05-20\|15.11\|5.37\|14.13\|15.63\|14.01\|852719;2026-05-21\|14.50\|-4.04\|15.07\|15.26\|14.40\|549131;2026-05-22\|15.93\|10.01\|14.70\|15.93\|14.60\|833778;2026-05-25\|15.55\|-2.39\|15.99\|16.34\|15.41\|692501;2026-05-26\|15.09\|-2.96\|15.45\|15.68\|14.66\|588490;2026-05-27\|14.44\|-4.31\|14.81\|15.28\|14.30\|462253;2026-05-28\|14.52\|0.55\|14.26\|14.78\|14.24\|340114;2026-05-29\|13.49\|-7.09\|14.64\|14.64\|13.35\|500233;2026-06-01\|13.54\|0.37\|13.37\|13.76\|13.36\|283271;2026-06-02\|13.45\|-0.66\|13.48\|13.60\|12.97\|252979;2026-06-03\|13.68\|1.71\|13.35\|14.10\|13.35\|354228;2026-06-04\|14.12\|3.22\|13.89\|14.44\|13.69\|563290;2026-06-05\|15.53\|9.99\|13.84\|15.53\|13.52\|846184;2026-06-08\|17.08\|9.98\|15.11\|17.08\|15.11\|689579;2026-06-09\|18.79\|10.01\|17.90\|18.79\|16.87\|1481179;2026-06-10\|17.20\|-8.46\|18.61\|18.61\|16.91\|1369013;2026-06-11\|18.92\|10.00\|17.37\|18.92\|17.20\|855041;2026-06-12\|18.06\|-4.55\|18.54\|18.68\|17.03\|1332909;2026-06-15\|17.48\|-3.21\|17.69\|17.97\|17.06\|932452;2026-06-16\|16.89\|-3.38\|17.15\|17.77\|16.60\|986416;2026-06-17\|18.58\|10.01\|16.40\|18.58\|16.15\|1126561;2026-06-18\|18.70\|0.65\|18.58\|18.91\|17.21\|1155094;2026-06-22\|17.88\|-4.38\|18.50\|19.20\|17.40\|904697;2026-06-23\|16.67\|-6.77\|17.78\|17.88\|16.50\|717564;2026-06-24\|18.34\|10.02\|17.30\|18.34\|16.83\|365403;2026-06-25\|20.17\|9.98\|19.15\|20.17\|18.73\|1123209;2026-06-26\|19.35\|-4.07\|20.54\|21.50\|19.13\|1748426;2026-06-29\|17.97\|-7.13\|19.25\|19.40\|17.50\|1002824;2026-06-30\|18.19\|1.22\|18.06\|18.75\|17.43\|807939;2026-07-01\|17.29\|-4.95\|17.83\|18.39\|17.00\|820674;2026-07-02\|16.89\|-2.31\|16.65\|17.68\|15.98\|633503;2026-07-03\|16.68\|-1.24\|16.86\|17.22\|16.47\|473832;2026-07-06\|15.17\|-9.05\|16.95\|16.99\|15.16\|618584;2026-07-07\|14.78\|-2.57\|15.37\|15.40\|14.73\|353664;2026-07-08\|13.97\|-5.48\|14.79\|14.90\|13.90\|412559;2026-07-09\|14.07\|0.72\|13.96\|14.17\|13.37\|376009;2026-07-10\|14.20\|0.92\|14.15\|15.16\|14.08\|548351;2026-07-13\|13.68\|-3.66\|14.06\|14.35\|13.64\|175914
113489	日本光纤龙头谋划涨价	光模块透镜固定用胶+电子胶+半导体行业原因： 6月8日，美股光通信概念股集体反弹，迈威尔科技（Marvell）涨近10%，Coherent涨超6%，康宁涨超5%。黄仁勋此前表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因，Marvell将成为下一个万亿美元市值的公司。公司原因： 1、据2026年6月5日公告，公司股票近期连续上涨触发异常波动，公司澄清涉及半导体业务的光模块透镜固定用胶为新开发产品，目前该产品月营收占集团月营收不足1%，不会对公司业绩造成重大影响且存在未来供货的不确定性。 2、据2026年5月30日公告及2026年5月29日投资者关系活动记录表，公司电子胶板块光模块透镜固定用胶、底填胶等产品已进入半导体及汽车电子领域小批量供货，但占电子胶总体营收比重较低。 3、公司主营热熔环保粘接材料、电子胶黏剂等，已全面停止光伏封装胶膜业务，聚焦热熔胶、电子胶核心业务，重点拓展芯片半导体、新能源汽车等战略新兴领域。	公司电子胶板块光模块透镜固定用胶、底填胶等产品已经进入半导体及汽车电子领域小批量供货	2026-03-03\|7.55\|-3.33\|7.79\|7.86\|7.51\|166961;2026-03-04\|7.54\|-0.13\|7.47\|7.64\|7.45\|93693;2026-03-05\|7.58\|0.53\|7.67\|7.77\|7.55\|78723;2026-03-06\|7.67\|1.19\|7.58\|7.70\|7.56\|75767;2026-03-09\|7.56\|-1.43\|7.67\|7.73\|7.52\|97607;2026-03-10\|7.65\|1.19\|7.59\|7.70\|7.56\|79385;2026-03-11\|7.55\|-1.31\|7.63\|7.73\|7.55\|86365;2026-03-12\|7.42\|-1.72\|7.55\|7.60\|7.41\|77899;2026-03-13\|7.36\|-0.81\|7.40\|7.50\|7.34\|69435;2026-03-16\|7.44\|1.09\|7.36\|7.46\|7.33\|65101;2026-03-17\|7.24\|-2.69\|7.43\|7.48\|7.21\|97245;2026-03-18\|7.32\|1.10\|7.26\|7.32\|7.18\|63461;2026-03-19\|7.14\|-2.46\|7.28\|7.30\|7.03\|80126;2026-03-20\|6.90\|-3.36\|7.16\|7.16\|6.88\|76801;2026-03-23\|6.40\|-7.25\|6.50\|6.79\|6.34\|100571;2026-03-24\|6.65\|3.91\|6.57\|6.67\|6.37\|78828;2026-03-25\|6.79\|2.11\|6.51\|6.84\|6.51\|61124;2026-03-26\|6.66\|-1.91\|6.77\|6.92\|6.62\|56622;2026-03-27\|6.78\|1.80\|6.63\|6.82\|6.57\|52437;2026-03-30\|6.85\|1.03\|6.77\|6.89\|6.68\|52667;2026-03-31\|6.66\|-2.77\|6.91\|6.92\|6.65\|44602;2026-04-01\|6.78\|1.80\|6.72\|6.85\|6.70\|50642;2026-04-02\|6.71\|-1.03\|6.72\|6.85\|6.64\|47868;2026-04-03\|6.47\|-3.58\|6.71\|6.76\|6.44\|56397;2026-04-07\|6.69\|3.40\|6.48\|6.71\|6.41\|52752;2026-04-08\|6.87\|2.69\|6.86\|6.95\|6.79\|60624;2026-04-09\|6.78\|-1.31\|6.89\|6.89\|6.76\|43086;2026-04-10\|6.82\|0.59\|6.81\|6.89\|6.78\|43896;2026-04-13\|6.74\|-1.17\|6.82\|6.83\|6.70\|41261;2026-04-14\|6.75\|0.15\|6.80\|6.80\|6.67\|44354;2026-04-15\|6.69\|-0.89\|6.76\|6.84\|6.68\|44311;2026-04-16\|6.85\|2.39\|6.68\|6.90\|6.63\|54315;2026-04-17\|6.90\|0.73\|6.85\|6.97\|6.75\|59008;2026-04-20\|7.08\|2.61\|6.90\|7.23\|6.85\|94305;2026-04-21\|7.10\|0.28\|7.04\|7.15\|6.96\|54330;2026-04-22\|7.15\|0.70\|7.08\|7.28\|7.00\|73355;2026-04-23\|7.24\|1.26\|7.22\|7.43\|7.19\|128173;2026-04-24\|7.13\|-1.52\|7.24\|7.26\|7.00\|101174;2026-04-27\|7.28\|2.10\|7.18\|7.32\|7.07\|100898;2026-04-28\|7.32\|0.55\|7.28\|7.45\|7.24\|77835;2026-04-29\|7.40\|1.09\|7.27\|7.43\|7.26\|94023;2026-04-30\|7.40\|0.00\|7.40\|7.52\|7.32\|71939;2026-05-06\|7.39\|-0.14\|7.42\|7.48\|7.32\|85291;2026-05-07\|7.23\|-2.17\|7.40\|7.43\|7.21\|123254;2026-05-08\|7.20\|-0.41\|7.21\|7.31\|7.17\|76593;2026-05-11\|7.19\|-0.14\|7.28\|7.30\|7.12\|86775;2026-05-12\|7.06\|-1.81\|7.19\|7.19\|6.92\|101811;2026-05-13\|7.03\|-0.42\|7.08\|7.14\|6.96\|80776;2026-05-14\|7.08\|0.71\|7.10\|7.16\|6.96\|72166;2026-05-15\|6.96\|-1.69\|7.05\|7.14\|6.88\|86318;2026-05-18\|6.89\|-1.01\|6.96\|6.98\|6.80\|88812;2026-05-19\|6.99\|1.45\|6.93\|7.05\|6.85\|85010;2026-05-20\|6.86\|-1.86\|6.93\|6.93\|6.81\|55499;2026-05-21\|6.64\|-3.21\|6.94\|7.08\|6.63\|106237;2026-05-22\|6.94\|4.52\|6.67\|7.03\|6.55\|114511;2026-05-25\|7.22\|4.03\|6.96\|7.45\|6.76\|251280;2026-05-26\|7.00\|-3.05\|6.99\|7.35\|6.85\|260334;2026-05-27\|6.86\|-2.00\|7.01\|7.27\|6.82\|209180;2026-05-28\|6.80\|-0.87\|6.85\|7.03\|6.62\|146429;2026-05-29\|6.42\|-5.59\|6.75\|6.81\|6.36\|162690;2026-06-01\|7.06\|9.97\|6.43\|7.06\|6.43\|127608;2026-06-02\|7.77\|10.06\|7.10\|7.77\|6.90\|465277;2026-06-03\|8.55\|10.04\|8.55\|8.55\|8.55\|118366;2026-06-04\|9.41\|10.06\|8.55\|9.41\|8.25\|894647;2026-06-05\|8.61\|-8.50\|10.15\|10.35\|8.54\|1465456;2026-06-08\|7.75\|-9.99\|7.75\|8.21\|7.75\|910195;2026-06-09\|8.53\|10.06\|7.59\|8.53\|7.35\|894510;2026-06-10\|9.00\|5.51\|8.50\|9.28\|8.31\|1120065;2026-06-11\|8.84\|-1.78\|8.66\|8.91\|8.50\|653459;2026-06-12\|8.54\|-3.39\|8.85\|9.23\|8.39\|526556;2026-06-15\|8.37\|-1.99\|8.54\|8.77\|8.21\|531056;2026-06-16\|8.16\|-2.51\|8.39\|8.56\|8.04\|455146;2026-06-17\|8.05\|-1.35\|8.00\|8.14\|7.90\|401192;2026-06-18\|7.76\|-3.60\|7.99\|7.99\|7.48\|400298;2026-06-22\|7.91\|1.93\|7.60\|7.91\|7.41\|385225;2026-06-23\|8.30\|4.93\|7.80\|8.56\|7.73\|601707;2026-06-24\|7.91\|-4.70\|8.12\|8.14\|7.70\|443079;2026-06-25\|7.63\|-3.54\|7.94\|8.10\|7.54\|346110;2026-06-26\|7.59\|-0.52\|7.58\|7.90\|7.42\|290918;2026-06-29\|7.36\|-3.03\|7.47\|7.73\|7.20\|292308;2026-06-30\|7.74\|5.16\|7.36\|8.10\|7.32\|413279;2026-07-01\|8.51\|9.95\|8.02\|8.51\|7.96\|367262;2026-07-02\|8.90\|4.58\|8.26\|9.30\|8.26\|700894;2026-07-03\|8.75\|-1.69\|8.75\|8.97\|8.53\|472774;2026-07-06\|8.60\|-1.71\|8.76\|9.07\|8.57\|317307;2026-07-07\|8.41\|-2.21\|8.39\|8.85\|8.32\|316739;2026-07-08\|7.91\|-5.95\|8.28\|8.50\|7.82\|320235;2026-07-09\|7.96\|0.63\|7.97\|8.08\|7.60\|229675;2026-07-10\|7.83\|-1.63\|8.02\|8.57\|7.83\|319883;2026-07-13\|7.43\|-5.11\|7.73\|7.93\|7.40\|152445
113488	长鑫存储过会	收购瑞能半导体+功率半导体+复牌行业原因： 1、台积电Q4净利润大幅增长35%，季度营收首次突破1万亿新台币大关。台积电预计2026年销售额（以美元计）增长近30%。 2、TrendForce预计2026Q1 DRAM合约价再涨50-55%，NAND涨33-38%，供需缺口持续扩大。公司原因： 1、据2026年1月15日公告，公司披露发行股份及支付现金购买瑞能半导体100%股权并配套募资预案，2026年1月15日复牌。 2、据2026年1月15日公告，瑞能半导主营晶闸管、碳化硅MOSFET、IGBT等功率器件，客户覆盖消费电子、新能源及汽车领域，交易完成后将完善公司功率半导体产业链。 3、据2025年半年度报告，公司主营特种集成电路与智能安全芯片，FPGA、特种存储器等产品国内领先，汽车安全芯片已导入多家头部Tier1及主机厂。	公司拟购买瑞能半导100%股权，标的主要从事功率半导体的研发、生产和销售，产品主要包括晶闸管、功率二极管、碳化硅二极管、碳化硅MOSFET、IGBT及功率模块等	2026-03-03\|75.13\|-6.03\|79.94\|80.17\|75.08\|279685;2026-03-04\|74.48\|-0.87\|74.60\|76.38\|73.99\|162491;2026-03-05\|74.91\|0.58\|75.88\|76.18\|74.67\|144191;2026-03-06\|75.16\|0.33\|74.60\|75.50\|74.48\|108069;2026-03-09\|73.82\|-1.78\|73.98\|74.35\|72.00\|177391;2026-03-10\|75.29\|1.99\|74.97\|75.86\|74.80\|134341;2026-03-11\|75.53\|0.32\|75.00\|75.95\|74.88\|115354;2026-03-12\|75.21\|-0.42\|75.01\|76.34\|74.42\|136712;2026-03-13\|73.74\|-1.95\|74.53\|74.95\|73.62\|126474;2026-03-16\|74.57\|1.13\|73.74\|74.66\|72.70\|142418;2026-03-17\|72.71\|-2.49\|74.63\|74.70\|72.60\|124380;2026-03-18\|74.60\|2.60\|73.20\|74.78\|72.60\|149703;2026-03-19\|72.50\|-2.81\|73.23\|73.37\|72.06\|138459;2026-03-20\|70.36\|-2.95\|72.51\|73.00\|70.30\|145023;2026-03-23\|66.48\|-5.51\|69.00\|69.00\|66.41\|188273;2026-03-24\|67.40\|1.38\|67.50\|67.60\|66.00\|115171;2026-03-25\|68.98\|2.34\|67.90\|69.35\|67.82\|123574;2026-03-26\|67.72\|-1.83\|68.60\|68.76\|67.49\|91697;2026-03-27\|67.89\|0.25\|66.73\|68.54\|66.63\|86768;2026-03-30\|67.63\|-0.38\|66.80\|67.65\|66.00\|114585;2026-03-31\|66.04\|-2.35\|67.40\|68.18\|65.90\|126498;2026-04-01\|67.40\|2.06\|67.30\|67.67\|66.93\|103509;2026-04-02\|65.90\|-2.23\|67.40\|67.40\|65.42\|113576;2026-04-03\|64.92\|-1.49\|66.22\|66.38\|64.80\|88732;2026-04-07\|65.58\|1.02\|65.00\|66.17\|65.00\|83407;2026-04-08\|69.01\|5.23\|67.21\|69.02\|67.18\|168496;2026-04-09\|68.48\|-0.77\|68.29\|68.79\|67.66\|132502;2026-04-10\|69.38\|1.31\|69.33\|70.36\|69.22\|135985;2026-04-13\|70.27\|1.28\|68.69\|70.68\|68.55\|151275;2026-04-14\|71.04\|1.10\|70.55\|71.50\|70.32\|161677;2026-04-15\|70.18\|-1.21\|71.40\|71.57\|70.08\|148107;2026-04-16\|70.99\|1.15\|70.47\|71.35\|70.10\|124784;2026-04-17\|72.89\|2.68\|70.90\|73.71\|70.61\|212770;2026-04-20\|73.12\|0.32\|72.89\|73.31\|72.65\|169224;2026-04-21\|70.27\|-3.90\|72.00\|72.00\|69.86\|249955;2026-04-22\|72.43\|3.07\|69.89\|72.64\|69.81\|245733;2026-04-23\|71.36\|-1.48\|73.00\|73.40\|71.08\|195257;2026-04-24\|71.10\|-0.36\|71.00\|72.35\|70.86\|154495;2026-04-27\|73.36\|3.18\|71.79\|73.59\|71.31\|261370;2026-04-28\|74.43\|1.46\|76.45\|76.60\|74.27\|378803;2026-04-29\|75.88\|1.95\|73.75\|76.18\|73.22\|309844;2026-04-30\|77.32\|1.90\|75.51\|77.68\|75.24\|342718;2026-05-06\|79.05\|2.24\|78.91\|81.76\|78.90\|515695;2026-05-07\|79.01\|-0.05\|79.20\|79.36\|78.08\|316515;2026-05-08\|77.36\|-2.09\|78.05\|78.05\|76.09\|366979;2026-05-11\|81.94\|5.92\|78.75\|82.76\|78.75\|594766;2026-05-12\|79.59\|-2.87\|81.13\|81.13\|79.07\|370192;2026-05-13\|82.00\|3.03\|78.16\|82.05\|77.53\|420343;2026-05-14\|78.80\|-3.90\|82.60\|82.76\|78.70\|335723;2026-05-15\|77.27\|-1.94\|79.01\|80.48\|76.68\|382419;2026-05-18\|78.33\|1.37\|77.00\|79.77\|76.89\|271868;2026-05-19\|80.97\|3.37\|77.55\|81.00\|76.21\|393393;2026-05-20\|81.30\|0.41\|79.95\|81.99\|79.68\|376570;2026-05-21\|77.89\|-4.19\|82.50\|82.96\|77.41\|501676;2026-05-22\|79.73\|2.36\|78.40\|79.98\|77.55\|318828;2026-05-25\|85.02\|6.63\|82.14\|85.07\|81.66\|680199;2026-05-26\|82.95\|-2.43\|84.46\|84.46\|80.89\|528026;2026-05-27\|85.06\|2.54\|83.50\|89.53\|83.45\|827760;2026-05-28\|86.30\|1.46\|84.51\|86.73\|83.38\|612676;2026-05-29\|79.30\|-8.11\|86.39\|86.53\|78.51\|662666;2026-06-01\|76.51\|-3.52\|79.00\|81.05\|76.50\|449714;2026-06-02\|76.19\|-0.42\|76.55\|77.66\|75.00\|314632;2026-06-03\|77.09\|1.18\|76.22\|78.92\|76.02\|382492;2026-06-04\|77.27\|0.23\|75.66\|78.16\|75.36\|266577;2026-06-05\|75.14\|-2.76\|76.07\|77.75\|73.03\|379816;2026-06-08\|69.98\|-6.87\|72.30\|73.39\|69.61\|339540;2026-06-09\|73.68\|5.29\|71.73\|73.78\|70.91\|285405;2026-06-10\|73.00\|-0.92\|72.75\|75.33\|71.93\|240244;2026-06-11\|71.42\|-2.16\|72.08\|73.20\|70.60\|224630;2026-06-12\|71.51\|0.13\|73.24\|74.00\|70.86\|259205;2026-06-15\|74.76\|4.54\|72.08\|74.76\|71.22\|285678;2026-06-16\|76.71\|2.61\|74.88\|78.08\|74.46\|322133;2026-06-17\|80.00\|4.29\|76.71\|80.82\|76.05\|396388;2026-06-18\|80.39\|0.49\|79.90\|81.88\|79.56\|393282;2026-06-22\|81.96\|1.95\|80.89\|82.48\|79.98\|434743;2026-06-23\|81.91\|-0.06\|81.70\|84.23\|79.86\|421189;2026-06-24\|83.64\|2.11\|81.02\|83.85\|80.17\|367493;2026-06-25\|87.50\|4.62\|84.00\|88.89\|82.87\|662873;2026-06-26\|83.98\|-4.02\|86.01\|87.64\|82.81\|479724;2026-06-29\|85.35\|1.63\|84.00\|87.17\|81.11\|467922;2026-06-30\|88.75\|4.36\|85.10\|90.20\|83.40\|574061;2026-07-01\|86.41\|-2.64\|89.00\|91.79\|85.60\|610553;2026-07-02\|83.55\|-3.31\|84.10\|88.21\|81.30\|517024;2026-07-03\|81.76\|-2.14\|83.55\|84.40\|81.12\|381452;2026-07-06\|83.20\|1.76\|83.00\|84.55\|77.89\|516937;2026-07-07\|82.00\|-1.44\|82.90\|84.79\|81.03\|351957;2026-07-08\|83.51\|1.84\|82.77\|86.19\|79.84\|551234;2026-07-09\|87.09\|4.29\|84.00\|87.10\|82.40\|672332;2026-07-10\|85.83\|-1.45\|85.63\|90.20\|85.58\|892310;2026-07-13\|84.14\|-1.97\|85.00\|86.62\|83.52\|322813
113487	长鑫存储过会	涨停揭秘：北方华创4月27日涨停，系国产设备平台化能力获市场重估，在逻辑芯片、存储、先进封装三大方向同步放量；涨停缘由：公司薄膜沉积、刻蚀、清洗设备已覆盖中芯国际、长江存储、长电科技等全链条客户；DeepSeek V4适配昇腾芯片强化AI算力基建预期，推动设备招标提速；资金逻辑：单日成交额超28亿元创年内新高，主力资金净流入4.6亿元，融资余额突破120亿元；风险提示：订单饱满但产能爬坡制约短期交付；部分零部件进口依赖度仍较高	国产半导体设备龙头，一季度净利润同比增长3.42%	2026-03-03\|446.16\|-4.22\|465.99\|469.77\|446.08\|78933;2026-03-04\|448.80\|0.59\|443.22\|455.85\|443.00\|63470;2026-03-05\|466.28\|3.89\|456.80\|472.26\|454.97\|79818;2026-03-06\|465.38\|-0.19\|463.49\|471.36\|460.88\|45443;2026-03-09\|452.64\|-2.74\|448.00\|453.55\|435.50\|95094;2026-03-10\|457.00\|0.96\|459.00\|460.60\|452.56\|54389;2026-03-11\|461.99\|1.09\|456.93\|462.68\|450.06\|67935;2026-03-12\|457.99\|-0.87\|457.00\|462.00\|450.84\|67478;2026-03-13\|457.88\|-0.02\|450.00\|464.70\|449.10\|64469;2026-03-16\|454.71\|-0.69\|455.55\|457.80\|442.03\|73655;2026-03-17\|450.00\|-1.04\|456.01\|464.36\|449.00\|53996;2026-03-18\|462.45\|2.77\|453.70\|464.00\|451.50\|65998;2026-03-19\|461.63\|-0.18\|457.59\|465.19\|454.01\|51043;2026-03-20\|468.72\|1.54\|461.48\|474.02\|458.50\|81385;2026-03-23\|444.39\|-5.19\|461.50\|462.00\|443.00\|77369;2026-03-24\|444.00\|-0.09\|449.59\|453.45\|437.79\|47309;2026-03-25\|464.20\|4.55\|449.90\|467.60\|448.39\|87337;2026-03-26\|446.11\|-3.90\|459.56\|461.60\|445.70\|61011;2026-03-27\|452.98\|1.54\|439.50\|457.97\|434.50\|58054;2026-03-30\|468.84\|3.50\|444.11\|470.01\|442.12\|80806;2026-03-31\|447.00\|-4.66\|464.90\|466.99\|447.00\|69566;2026-04-01\|450.53\|0.79\|455.20\|461.24\|450.02\|63355;2026-04-02\|438.00\|-2.78\|450.59\|451.80\|435.22\|74915;2026-04-03\|426.45\|-2.64\|439.10\|440.60\|424.06\|66885;2026-04-07\|424.08\|-0.56\|425.06\|431.00\|422.25\|45824;2026-04-08\|463.98\|9.41\|437.00\|465.97\|437.00\|141948;2026-04-09\|472.84\|1.91\|461.00\|478.00\|458.01\|93029;2026-04-10\|476.89\|0.86\|475.00\|484.41\|475.00\|77583;2026-04-13\|472.50\|-0.92\|475.90\|480.50\|467.20\|65090;2026-04-14\|481.60\|1.93\|478.00\|492.00\|476.11\|74114;2026-04-15\|475.00\|-1.37\|483.06\|485.00\|473.99\|63951;2026-04-16\|473.56\|-0.30\|475.00\|477.88\|467.64\|63248;2026-04-17\|469.91\|-0.77\|470.00\|476.50\|464.80\|95465;2026-04-20\|471.23\|0.28\|447.00\|476.13\|445.00\|186837;2026-04-21\|450.36\|-4.43\|471.96\|472.00\|446.71\|160056;2026-04-22\|477.95\|6.13\|449.00\|478.00\|448.00\|174383;2026-04-23\|475.00\|-0.62\|478.00\|484.95\|470.58\|97353;2026-04-24\|472.70\|-0.48\|475.03\|485.22\|463.80\|129793;2026-04-27\|516.25\|9.21\|481.20\|519.90\|475.96\|204329;2026-04-28\|517.21\|0.19\|511.54\|537.25\|504.00\|138254;2026-04-29\|510.71\|-1.26\|510.22\|517.22\|502.20\|93026;2026-04-30\|536.99\|5.15\|519.18\|541.16\|507.09\|165926;2026-05-06\|545.35\|1.56\|555.00\|567.00\|545.00\|160278;2026-05-07\|552.14\|1.25\|555.00\|556.71\|535.00\|97222;2026-05-08\|540.79\|-2.06\|543.00\|554.80\|537.20\|82457;2026-05-11\|573.19\|5.99\|549.98\|585.00\|548.00\|144630;2026-05-12\|581.45\|1.44\|573.19\|584.00\|564.00\|112136;2026-05-13\|581.00\|-0.08\|570.99\|588.00\|550.50\|138388;2026-05-14\|564.40\|-2.86\|581.00\|592.66\|563.43\|102707;2026-05-15\|592.00\|4.89\|569.80\|620.84\|555.00\|232995;2026-05-18\|597.97\|1.01\|601.00\|623.27\|592.76\|175235;2026-05-19\|619.70\|3.63\|590.00\|627.17\|581.50\|144595;2026-05-20\|656.00\|5.86\|618.00\|660.00\|614.00\|164059;2026-05-21\|662.99\|1.07\|656.80\|721.60\|656.70\|231619;2026-05-22\|669.00\|0.91\|663.03\|673.00\|637.00\|198563;2026-05-25\|698.19\|4.36\|650.13\|719.05\|626.11\|204122;2026-05-26\|670.25\|-4.00\|690.00\|701.00\|656.66\|148548;2026-05-27\|654.77\|-2.31\|675.00\|692.00\|650.60\|138670;2026-05-28\|659.00\|0.65\|650.00\|668.67\|646.88\|112600;2026-05-29\|629.87\|-4.42\|656.12\|659.00\|623.78\|147461;2026-06-01\|589.89\|-6.35\|624.99\|629.80\|588.92\|151000;2026-06-02\|602.80\|2.19\|586.10\|615.79\|584.19\|126306;2026-06-03\|614.84\|2.00\|602.81\|633.66\|594.00\|144161;2026-06-04\|627.00\|1.98\|610.14\|637.85\|606.00\|120620;2026-06-05\|603.36\|-3.77\|615.00\|619.59\|600.00\|80843;2026-06-08\|585.74\|-2.92\|570.04\|598.80\|568.22\|97859;2026-06-09\|617.10\|5.35\|601.02\|619.80\|594.59\|102006;2026-06-10\|619.20\|0.34\|615.00\|641.01\|610.00\|106913;2026-06-11\|637.50\|2.96\|624.85\|648.00\|620.00\|113667;2026-06-12\|667.19\|4.66\|666.19\|680.99\|655.18\|153480;2026-06-15\|682.22\|2.25\|669.80\|687.66\|640.00\|125640;2026-06-16\|672.19\|-1.47\|680.00\|681.90\|660.36\|86768;2026-06-17\|704.22\|4.76\|660.39\|705.00\|657.00\|113479;2026-06-18\|721.04\|2.39\|704.98\|733.88\|703.70\|104611;2026-06-22\|745.00\|3.32\|739.98\|758.00\|723.47\|107527;2026-06-23\|747.49\|0.33\|748.72\|762.00\|721.00\|99686;2026-06-24\|770.07\|3.02\|727.07\|774.50\|727.00\|131088;2026-06-25\|798.00\|3.63\|778.00\|810.00\|775.00\|118840;2026-06-26\|813.37\|1.93\|795.00\|828.00\|782.17\|124031;2026-06-29\|860.19\|5.76\|814.03\|875.86\|805.88\|150335;2026-06-30\|884.56\|2.83\|890.00\|905.56\|873.53\|127687;2026-07-01\|935.36\|5.74\|884.56\|968.00\|884.56\|146117;2026-07-02\|841.82\|-10.00\|870.00\|884.00\|841.82\|121210;2026-07-03\|816.00\|-2.98\|799.01\|846.38\|775.00\|165854;2026-07-06\|803.60\|-1.52\|832.31\|834.80\|767.97\|152427;2026-07-07\|806.39\|0.35\|794.23\|835.01\|778.69\|130918;2026-07-08\|802.32\|-0.50\|806.39\|830.02\|768.00\|148075;2026-07-09\|878.43\|9.49\|817.42\|880.98\|815.00\|158615;2026-07-10\|801.00\|-8.81\|886.46\|905.00\|800.99\|193858;2026-07-13\|795.36\|-0.70\|795.61\|813.70\|785.00\|69824
113486	长鑫存储过会	CXL运力芯片+存储芯片+AI算力行业原因： 1、美光、闪迪等美股上周五大涨逾15%，SK海力士周一早盘涨超10%。 2、据证券时报5月11日报道，全球存储芯片短缺创15年之最，DRAM、NAND二季度合约价预计再涨58%—75%，供需缺口延续至2027年。公司原因： 1、据2026年4月28日一季报，公司2026Q1营收14.61亿元、归母净利8.47亿元，分别同比增19.5%、61.3%，互连类芯片毛利率升至71.5%。 2、据2026年4月30日互动易，AI推理及Agent应用带动CPU配置比例提升，公司DDR5 RCD、MRCD/MDB、PCIe Retimer、CXL MXC等运力芯片需求同步放大。 3、据2025年度报告，公司互连类芯片收入51.39亿元，同比增53.4%，全球内存接口芯片市占率第一，PCIe Retimer市占率第二。	公司主要产品包括内存接口芯片（RCD/DB、MRCD/MDB）、内存模组配套芯片、PCIe Retimer、CKD芯片、MXC芯片、时钟发生器、津逮CPU等	2026-03-03\|147.89\|-7.24\|160.06\|160.96\|147.67\|522090;2026-03-04\|150.31\|1.64\|147.00\|154.84\|147.00\|407251;2026-03-05\|152.63\|1.54\|156.51\|156.83\|151.11\|302019;2026-03-06\|151.61\|-0.67\|150.88\|154.68\|150.63\|210908;2026-03-09\|148.18\|-2.26\|145.00\|149.28\|140.83\|365598;2026-03-10\|152.98\|3.24\|152.99\|154.02\|150.86\|305722;2026-03-11\|149.80\|-2.08\|154.09\|154.31\|149.32\|251905;2026-03-12\|147.85\|-1.30\|149.05\|151.09\|146.29\|235286;2026-03-13\|146.50\|-0.91\|146.77\|150.45\|145.24\|265749;2026-03-16\|152.50\|4.10\|147.00\|153.71\|145.40\|409655;2026-03-17\|146.59\|-3.88\|153.00\|153.00\|146.42\|299524;2026-03-18\|153.62\|4.80\|150.00\|153.95\|148.62\|479788;2026-03-19\|149.68\|-2.56\|150.54\|153.56\|148.75\|382434;2026-03-20\|144.90\|-3.19\|151.40\|151.87\|144.86\|350753;2026-03-23\|136.80\|-5.59\|139.99\|142.38\|135.91\|383500;2026-03-24\|137.57\|0.56\|140.00\|140.00\|132.10\|300404;2026-03-25\|142.00\|3.22\|139.50\|143.88\|139.20\|325800;2026-03-26\|136.99\|-3.53\|139.88\|140.34\|136.10\|248477;2026-03-27\|135.10\|-1.38\|132.01\|136.95\|131.59\|234873;2026-03-30\|132.00\|-2.29\|131.58\|133.30\|131.05\|255719;2026-03-31\|125.28\|-5.09\|130.00\|130.00\|125.00\|364438;2026-04-01\|129.97\|3.74\|130.00\|131.12\|127.27\|342306;2026-04-02\|129.00\|-0.75\|131.60\|133.40\|127.72\|305824;2026-04-03\|127.26\|-1.35\|130.71\|131.05\|127.00\|185981;2026-04-07\|127.90\|0.50\|128.97\|130.50\|127.69\|198026;2026-04-08\|139.21\|8.84\|133.67\|139.21\|132.53\|500429;2026-04-09\|139.17\|-0.03\|137.52\|141.90\|136.66\|371454;2026-04-10\|143.53\|3.13\|143.00\|145.50\|142.30\|401409;2026-04-13\|152.30\|6.11\|142.40\|155.15\|142.38\|534921;2026-04-14\|153.36\|0.70\|157.50\|160.00\|153.06\|630132;2026-04-15\|147.18\|-4.03\|156.00\|156.08\|146.03\|491317;2026-04-16\|151.00\|2.60\|147.48\|152.85\|144.34\|397312;2026-04-17\|150.78\|-0.15\|150.52\|155.00\|150.03\|455254;2026-04-20\|154.66\|2.57\|153.20\|156.97\|152.25\|432314;2026-04-21\|158.40\|2.42\|154.69\|159.63\|149.66\|452161;2026-04-22\|163.35\|3.12\|158.41\|164.25\|157.29\|581695;2026-04-23\|159.70\|-2.23\|166.65\|168.88\|158.15\|621430;2026-04-24\|163.50\|2.38\|167.00\|172.00\|161.40\|621122;2026-04-27\|178.09\|8.92\|174.77\|180.60\|171.07\|825574;2026-04-28\|173.61\|-2.52\|172.70\|177.37\|170.02\|694863;2026-04-29\|169.90\|-2.14\|171.00\|171.95\|165.35\|517496;2026-04-30\|173.30\|2.00\|174.28\|175.14\|169.53\|591288;2026-05-06\|198.98\|14.82\|190.30\|205.57\|188.01\|1100590;2026-05-07\|209.91\|5.49\|201.99\|213.00\|200.00\|885443;2026-05-08\|210.27\|0.17\|205.00\|212.19\|203.68\|623845;2026-05-11\|249.22\|18.52\|231.26\|252.32\|230.00\|1102142;2026-05-12\|240.70\|-3.42\|240.85\|245.74\|231.08\|974189;2026-05-13\|258.80\|7.52\|233.00\|258.80\|233.00\|848754;2026-05-14\|265.08\|2.43\|280.00\|282.00\|262.97\|1076689;2026-05-15\|247.98\|-6.45\|265.00\|272.00\|242.63\|1145287;2026-05-18\|247.99\|0.00\|247.20\|258.88\|243.55\|789791;2026-05-19\|247.11\|-0.35\|239.05\|249.60\|233.08\|690322;2026-05-20\|257.30\|4.12\|247.12\|261.98\|247.11\|747902;2026-05-21\|262.17\|1.89\|274.80\|287.34\|261.00\|1120044;2026-05-22\|271.83\|3.68\|272.88\|276.74\|262.01\|785466;2026-05-25\|284.08\|4.51\|267.00\|285.68\|262.50\|894252;2026-05-26\|272.29\|-4.15\|286.00\|286.00\|265.55\|789223;2026-05-27\|265.50\|-2.49\|284.99\|288.79\|263.88\|766214;2026-05-28\|260.98\|-1.70\|260.00\|263.85\|253.23\|624091;2026-05-29\|253.00\|-3.06\|265.30\|272.00\|248.80\|730562;2026-06-01\|232.30\|-8.18\|250.88\|252.80\|232.12\|719863;2026-06-02\|237.00\|2.02\|236.04\|242.30\|224.95\|666311;2026-06-03\|253.90\|7.13\|248.25\|265.11\|245.11\|913174;2026-06-04\|259.67\|2.27\|248.50\|265.00\|248.01\|650951;2026-06-05\|239.39\|-7.81\|249.98\|254.56\|237.61\|692408;2026-06-08\|224.31\|-6.30\|221.00\|232.19\|221.00\|609373;2026-06-09\|236.40\|5.39\|233.58\|239.16\|228.85\|528244;2026-06-10\|231.00\|-2.28\|233.16\|239.56\|228.60\|429642;2026-06-11\|228.70\|-1.00\|231.00\|234.63\|224.72\|429837;2026-06-12\|224.88\|-1.67\|243.99\|245.00\|223.70\|637454;2026-06-15\|240.10\|6.77\|230.22\|240.18\|223.33\|537362;2026-06-16\|244.17\|1.70\|243.21\|247.16\|238.71\|538362;2026-06-17\|262.50\|7.51\|238.87\|262.65\|238.09\|741507;2026-06-18\|269.90\|2.82\|260.00\|275.28\|258.01\|815717;2026-06-22\|280.05\|3.76\|276.00\|285.00\|269.00\|795528;2026-06-23\|258.00\|-7.87\|275.01\|278.00\|255.55\|774899;2026-06-24\|266.49\|3.29\|256.00\|266.50\|253.66\|635915;2026-06-25\|279.16\|4.75\|277.50\|284.99\|268.00\|913012;2026-06-26\|261.82\|-6.21\|272.51\|276.97\|257.02\|755002;2026-06-29\|296.06\|13.08\|262.00\|296.66\|262.00\|1067263;2026-06-30\|309.90\|4.67\|296.66\|313.13\|290.01\|899118;2026-07-01\|315.89\|1.93\|312.21\|332.90\|300.00\|886648;2026-07-02\|269.15\|-14.80\|294.98\|298.56\|268.78\|899764;2026-07-03\|266.80\|-0.87\|262.15\|280.79\|255.76\|723750;2026-07-06\|268.68\|0.70\|277.00\|277.77\|252.85\|633465;2026-07-07\|253.20\|-5.76\|259.70\|265.78\|248.25\|607205;2026-07-08\|247.15\|-2.39\|256.00\|260.12\|240.01\|511464;2026-07-09\|285.80\|15.64\|254.10\|285.80\|253.01\|821932;2026-07-10\|268.06\|-6.21\|291.51\|297.96\|267.99\|83099251;2026-07-13\|263.85\|-1.57\|263.00\|273.99\|261.58\|26921075
113485	长鑫存储过会	卫星通信+射频芯片+国产替代+定增扩产 1、据2026年2月5日互动易，目前，公司已具备提供卫星终端产品、应用以及解决方案等能力，成为智能终端接入星网等商业航天网络的关键供应商之一，并已有适用NTN标准的射频前端芯片等产品。 2、据2025年12月29日公告，公司定增获证监会注册批复，拟募资34.75亿元用于12英寸SOI工艺射频芯片制造扩产，强化高端模组产能。 3、据2025年10月27日募集说明书，公司率先采用Fab-Lite模式，自建6英寸及12英寸产线，2024年射频前端模组收入占比升至42.05%，滤波器产品在品牌客户端持续放量。	公司主要从事射频领域集成电路研发，此前成为华为合格供应商	2026-03-03\|78.00\|-3.62\|80.80\|81.57\|77.75\|106150;2026-03-04\|82.30\|5.51\|78.20\|84.20\|77.48\|208070;2026-03-05\|82.77\|0.57\|85.00\|85.05\|82.38\|161771;2026-03-06\|82.22\|-0.66\|82.96\|83.33\|81.31\|95065;2026-03-09\|81.00\|-1.48\|80.13\|81.17\|79.20\|90039;2026-03-10\|85.20\|5.19\|81.00\|86.28\|80.61\|219757;2026-03-11\|84.15\|-1.23\|84.51\|84.89\|83.01\|116331;2026-03-12\|81.92\|-2.65\|83.90\|84.61\|81.70\|102285;2026-03-13\|79.59\|-2.84\|81.43\|82.98\|79.20\|90040;2026-03-16\|80.13\|0.68\|79.30\|80.99\|78.50\|78124;2026-03-17\|77.26\|-3.58\|80.38\|80.38\|77.21\|90841;2026-03-18\|79.95\|3.48\|77.74\|80.85\|77.33\|78539;2026-03-19\|79.30\|-0.81\|78.72\|79.88\|78.14\|63341;2026-03-20\|90.30\|13.87\|81.25\|95.16\|81.25\|659134;2026-03-23\|84.94\|-5.94\|90.01\|91.58\|84.39\|445046;2026-03-24\|87.01\|2.44\|87.33\|89.24\|83.75\|292043;2026-03-25\|88.40\|1.60\|88.31\|91.34\|87.68\|233322;2026-03-26\|87.00\|-1.58\|88.40\|90.65\|86.80\|196891;2026-03-27\|86.07\|-1.07\|86.01\|86.85\|84.00\|166389;2026-03-30\|83.76\|-2.68\|85.00\|85.44\|81.45\|151197;2026-03-31\|79.73\|-4.81\|83.61\|84.54\|79.70\|158028;2026-04-01\|81.11\|1.73\|81.66\|82.66\|80.21\|116778;2026-04-02\|84.60\|4.30\|80.83\|86.44\|80.50\|210249;2026-04-03\|89.10\|5.32\|86.87\|90.97\|85.97\|284137;2026-04-07\|87.90\|-1.35\|88.95\|90.20\|87.30\|165191;2026-04-08\|90.66\|3.14\|90.00\|91.50\|86.58\|301979;2026-04-09\|97.53\|7.58\|90.03\|101.18\|88.88\|468694;2026-04-10\|99.89\|2.42\|99.58\|102.30\|96.43\|374705;2026-04-13\|102.05\|2.16\|98.85\|105.71\|98.85\|333476;2026-04-14\|107.06\|4.91\|103.00\|110.93\|101.60\|350412;2026-04-15\|101.43\|-5.26\|105.13\|106.00\|100.32\|299592;2026-04-16\|103.47\|2.01\|101.43\|105.66\|99.81\|206104;2026-04-17\|106.00\|2.45\|105.80\|111.74\|103.68\|303075;2026-04-20\|114.48\|8.00\|106.40\|118.58\|106.40\|378052;2026-04-21\|111.74\|-2.39\|111.70\|113.86\|108.20\|238515;2026-04-22\|114.59\|2.55\|113.75\|117.27\|112.00\|306012;2026-04-23\|104.78\|-8.56\|112.58\|113.58\|104.12\|386684;2026-04-24\|102.70\|-1.99\|104.15\|105.55\|102.10\|240302;2026-04-27\|106.58\|3.78\|104.09\|109.75\|103.80\|243643;2026-04-28\|104.69\|-1.77\|104.58\|107.86\|101.45\|226082;2026-04-29\|101.98\|-2.59\|104.00\|106.38\|101.86\|204779;2026-04-30\|99.62\|-2.31\|103.40\|103.85\|99.12\|219185;2026-05-06\|103.20\|3.59\|101.80\|105.50\|100.00\|299963;2026-05-07\|106.56\|3.26\|102.89\|107.99\|100.26\|277074;2026-05-08\|103.80\|-2.59\|104.50\|106.49\|102.23\|208923;2026-05-11\|107.39\|3.46\|104.80\|108.58\|103.63\|289571;2026-05-12\|109.90\|2.34\|108.00\|112.38\|105.80\|364220;2026-05-13\|126.93\|15.50\|107.55\|128.28\|106.34\|497615;2026-05-14\|140.88\|10.99\|130.95\|144.90\|129.47\|641143;2026-05-15\|133.63\|-5.15\|140.76\|143.95\|132.05\|492854;2026-05-18\|130.80\|-2.12\|129.00\|134.44\|128.08\|303666;2026-05-19\|129.39\|-1.08\|130.50\|130.76\|122.96\|266413;2026-05-20\|130.00\|0.47\|129.39\|132.46\|125.76\|308433;2026-05-21\|121.03\|-6.90\|133.00\|134.17\|120.56\|362016;2026-05-22\|125.51\|3.70\|123.03\|129.70\|121.51\|266752;2026-05-25\|123.22\|-1.82\|126.00\|126.90\|120.76\|299508;2026-05-26\|117.91\|-4.31\|124.78\|125.29\|114.78\|317237;2026-05-27\|116.97\|-0.80\|117.91\|122.80\|114.00\|265116;2026-05-28\|117.09\|0.10\|116.96\|118.47\|112.00\|264417;2026-05-29\|108.10\|-7.68\|118.49\|120.36\|106.68\|319057;2026-06-01\|100.35\|-7.17\|109.89\|110.80\|100.03\|243575;2026-06-02\|101.32\|0.97\|100.14\|103.70\|99.60\|206414;2026-06-03\|104.55\|3.19\|109.00\|110.85\|103.38\|305799;2026-06-04\|104.85\|0.29\|106.22\|108.08\|103.01\|189690;2026-06-05\|104.77\|-0.08\|104.05\|108.56\|102.75\|221236;2026-06-08\|93.87\|-10.40\|100.00\|101.73\|93.58\|270899;2026-06-09\|99.00\|5.46\|95.62\|101.00\|93.31\|240251;2026-06-10\|94.51\|-4.54\|98.47\|98.98\|93.00\|171674;2026-06-11\|91.85\|-2.81\|93.56\|95.56\|90.51\|181759;2026-06-12\|89.76\|-2.28\|94.01\|95.00\|87.60\|314742;2026-06-15\|96.66\|7.69\|89.75\|96.83\|88.80\|259553;2026-06-16\|97.71\|1.09\|96.80\|98.62\|95.00\|193815;2026-06-17\|99.80\|2.14\|96.50\|101.09\|95.50\|212505;2026-06-18\|106.10\|6.31\|99.74\|109.01\|99.20\|416524;2026-06-22\|112.38\|5.92\|109.88\|112.38\|104.00\|460636;2026-06-23\|113.92\|1.37\|113.50\|120.00\|109.80\|465410;2026-06-24\|113.63\|-0.25\|112.65\|114.56\|108.55\|336853;2026-06-25\|111.32\|-2.03\|113.00\|116.50\|107.56\|342686;2026-06-26\|100.93\|-9.33\|109.94\|112.34\|100.91\|360056;2026-06-29\|100.80\|-0.13\|101.15\|106.00\|96.77\|280973;2026-06-30\|109.58\|8.71\|100.55\|109.97\|98.88\|288224;2026-07-01\|104.50\|-4.64\|110.30\|113.00\|103.50\|250602;2026-07-02\|101.49\|-2.88\|102.78\|108.39\|99.60\|218686;2026-07-03\|98.39\|-3.05\|99.99\|103.95\|98.39\|183760;2026-07-06\|95.82\|-2.61\|99.08\|99.72\|93.39\|162115;2026-07-07\|91.42\|-4.59\|93.70\|95.02\|89.78\|172398;2026-07-08\|89.63\|-1.96\|91.11\|92.93\|86.88\|169096;2026-07-09\|92.83\|3.57\|91.33\|93.00\|87.18\|178512;2026-07-10\|94.69\|2.00\|92.49\|99.88\|91.80\|289021;2026-07-13\|91.85\|-3.00\|93.50\|95.55\|90.15\|97124
113484	长鑫存储过会	Qt合作+存储芯片涨价+一季报大增行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据兆易创新官微2026年6月23日报道，公司与Qt Group达成全球合作，将依托GD32H7高性能MCU系列，聚焦嵌入式GUI技术方案的联合优化，共同推动在智能工业、储能等场景的深度协同。 2、据2026年6月19日异常波动公告，公司所处存储芯片行业周期上行，供给短缺带来价格较大幅度上涨，经营业绩得以提振；据2026年4月30日机构调研，利基型DRAM营收占比提升至约三分之一，定制化存储方案预计2026年在汽车座舱、机器人等端侧AI领域量产并贡献数亿元营收。 3、据2026年5月12日互动易，受益于存储行业供给紧缩，公司2026年一季度营收同比增长119.38%至41.88亿元，归母净利润同比增长522.79%至14.61亿元，毛利率环比提升12.17个百分点至57.08%。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.80%股权	2026-03-03\|272.89\|-6.91\|295.00\|296.10\|272.59\|333294;2026-03-04\|279.07\|2.26\|272.89\|290.00\|272.89\|326916;2026-03-05\|282.80\|1.34\|288.16\|289.88\|280.23\|255300;2026-03-06\|284.99\|0.77\|277.90\|288.88\|277.56\|208576;2026-03-09\|276.09\|-3.12\|273.00\|277.70\|264.00\|283546;2026-03-10\|285.44\|3.39\|284.10\|286.50\|281.18\|233537;2026-03-11\|281.53\|-1.37\|288.04\|290.83\|281.32\|216499;2026-03-12\|274.78\|-2.40\|279.83\|283.83\|272.43\|172327;2026-03-13\|278.33\|1.29\|270.78\|285.67\|270.78\|226137;2026-03-16\|306.16\|10.00\|280.00\|306.16\|277.00\|462736;2026-03-17\|296.00\|-3.32\|306.50\|313.00\|295.88\|390001;2026-03-18\|311.25\|5.15\|305.10\|313.68\|302.00\|420514;2026-03-19\|303.68\|-2.43\|300.00\|309.71\|297.00\|312146;2026-03-20\|290.20\|-4.44\|305.55\|306.70\|290.00\|312536;2026-03-23\|273.35\|-5.81\|277.00\|282.88\|271.00\|282142;2026-03-24\|273.71\|0.13\|277.99\|278.00\|256.88\|336915;2026-03-25\|278.40\|1.71\|275.15\|285.80\|275.14\|283763;2026-03-26\|262.00\|-5.89\|268.00\|268.70\|260.00\|350773;2026-03-27\|258.66\|-1.27\|248.98\|260.18\|240.25\|289773;2026-03-30\|255.85\|-1.09\|252.00\|259.54\|250.03\|214696;2026-03-31\|238.10\|-6.94\|249.90\|252.00\|236.86\|427623;2026-04-01\|255.00\|7.10\|250.00\|256.10\|243.70\|387958;2026-04-02\|246.99\|-3.14\|257.86\|259.80\|245.60\|252974;2026-04-03\|249.10\|0.85\|250.99\|254.60\|247.50\|197472;2026-04-07\|249.66\|0.22\|253.10\|255.96\|248.81\|198472;2026-04-08\|255.96\|2.52\|250.11\|256.96\|243.08\|753325;2026-04-09\|250.49\|-2.14\|250.00\|253.49\|243.90\|444683;2026-04-10\|265.09\|5.83\|255.49\|268.32\|255.24\|534767;2026-04-13\|262.14\|-1.11\|261.00\|269.84\|260.90\|412421;2026-04-14\|280.01\|6.82\|269.50\|281.23\|266.39\|466205;2026-04-15\|274.00\|-2.15\|285.00\|287.65\|271.98\|396973;2026-04-16\|286.73\|4.65\|270.10\|287.00\|268.59\|409337;2026-04-17\|288.96\|0.78\|284.00\|295.66\|282.90\|406321;2026-04-20\|290.54\|0.55\|293.00\|295.96\|287.12\|325643;2026-04-21\|306.27\|5.41\|290.80\|309.00\|288.25\|425834;2026-04-22\|313.98\|2.52\|303.50\|314.58\|302.51\|341662;2026-04-23\|304.80\|-2.92\|326.01\|326.02\|301.90\|441997;2026-04-24\|297.70\|-2.33\|305.00\|310.00\|292.81\|349105;2026-04-27\|303.42\|1.92\|301.59\|309.58\|297.75\|316355;2026-04-28\|307.50\|1.34\|305.00\|319.33\|302.02\|367943;2026-04-29\|308.89\|0.45\|303.01\|311.66\|297.00\|419200;2026-04-30\|312.99\|1.33\|320.00\|321.00\|306.48\|587965;2026-05-06\|344.29\|10.00\|330.00\|344.29\|330.00\|423426;2026-05-07\|350.16\|1.71\|347.00\|357.36\|339.00\|523879;2026-05-08\|334.10\|-4.59\|341.00\|343.30\|331.80\|440833;2026-05-11\|362.13\|8.39\|350.10\|367.51\|347.01\|575079;2026-05-12\|353.55\|-2.37\|362.14\|362.20\|349.20\|405596;2026-05-13\|365.00\|3.24\|344.00\|366.71\|339.33\|484983;2026-05-14\|356.19\|-2.41\|365.05\|373.50\|354.99\|408365;2026-05-15\|375.34\|5.38\|353.00\|384.00\|345.48\|624368;2026-05-18\|400.00\|6.57\|408.58\|412.87\|396.34\|687984;2026-05-19\|404.56\|1.14\|390.00\|410.00\|380.02\|553101;2026-05-20\|445.02\|10.00\|408.00\|445.02\|407.80\|610126;2026-05-21\|431.90\|-2.95\|445.02\|464.83\|427.33\|632398;2026-05-22\|468.74\|8.53\|448.00\|472.99\|439.00\|637969;2026-05-25\|515.60\|10.00\|478.11\|515.61\|461.00\|593614;2026-05-26\|526.22\|2.21\|510.00\|538.02\|491.20\|643384;2026-05-27\|514.18\|-2.29\|541.00\|552.82\|500.00\|667260;2026-05-28\|483.00\|-6.06\|495.00\|499.50\|470.00\|623792;2026-05-29\|467.01\|-3.31\|492.66\|496.00\|464.91\|558125;2026-06-01\|468.00\|0.21\|476.00\|489.96\|455.00\|521586;2026-06-02\|474.69\|1.43\|471.00\|480.66\|448.11\|490193;2026-06-03\|492.23\|3.69\|478.89\|510.00\|477.00\|581930;2026-06-04\|529.31\|7.53\|487.05\|538.00\|485.01\|563351;2026-06-05\|488.00\|-7.80\|507.00\|519.80\|484.90\|547135;2026-06-08\|474.01\|-2.87\|461.11\|490.70\|451.00\|434475;2026-06-09\|500.50\|5.59\|493.00\|502.88\|477.03\|419683;2026-06-10\|480.84\|-3.93\|489.11\|497.26\|475.65\|329972;2026-06-11\|483.50\|0.55\|480.52\|486.00\|471.00\|296991;2026-06-12\|481.47\|-0.42\|508.00\|510.00\|481.00\|407085;2026-06-15\|518.00\|7.59\|494.97\|519.00\|476.66\|475784;2026-06-16\|532.76\|2.85\|526.00\|542.84\|517.71\|427785;2026-06-17\|586.04\|10.00\|521.00\|586.04\|521.00\|568000;2026-06-18\|629.00\|7.33\|594.00\|644.64\|586.60\|591573;2026-06-22\|689.70\|9.65\|643.00\|689.70\|635.00\|525831;2026-06-23\|640.99\|-7.06\|680.00\|688.80\|636.00\|592914;2026-06-24\|705.09\|10.00\|641.00\|705.09\|630.93\|598219;2026-06-25\|775.21\|9.94\|740.00\|775.39\|735.00\|508678;2026-06-26\|770.00\|-0.67\|753.00\|779.00\|732.52\|493926;2026-06-29\|840.00\|9.09\|779.00\|846.66\|750.00\|541209;2026-06-30\|815.00\|-2.98\|810.00\|833.00\|781.11\|449647;2026-07-01\|772.01\|-5.27\|803.00\|843.38\|753.00\|539702;2026-07-02\|694.81\|-10.00\|721.00\|731.99\|694.81\|452436;2026-07-03\|677.77\|-2.45\|672.54\|717.66\|642.35\|623522;2026-07-06\|654.29\|-3.46\|690.00\|694.99\|630.00\|601502;2026-07-07\|620.00\|-5.24\|625.00\|646.20\|607.00\|515651;2026-07-08\|603.17\|-2.71\|630.00\|641.00\|589.00\|575108;2026-07-09\|663.49\|10.00\|633.00\|663.49\|630.00\|590920;2026-07-10\|612.00\|-7.76\|688.00\|707.97\|607.18\|887457;2026-07-13\|570.80\|-6.73\|580.00\|600.00\|563.66\|403121
113483	长鑫存储过会	首次回购+算力+AI手机 1、据2026年5月28日公告，公司于2026年5月27日实施首次A股股份回购，回购数量为19,259,118股，占公司总股本的0.40%，成交最高价为34.98元/股，累计支付金额达6.7亿元。 2、据2026年5月11日互动易，2025年公司算力业务收入同比增长约150%，服务器及存储收入同比增长超200%；算力产品已在互联网、运营商等头部客户实现规模经营和突破布局。 3、据2026年5月11日互动易，豆包手机通过系统级深度集成豆包手机助手，能够理解并执行用户以自然语言发出的复杂指令，实现跨应用任务处理的全新体验。公司持续深耕AI手机的技术创新与商用落地，始终坚持将AI智能体深度融入操作系统，为用户打造真正的原生AI体验。	1、全球通信设备巨头， 6G标准制定的核心玩家，全球6G专利占比 21.7%； 2、全资子公司中兴微电子专注于芯片的研发、设计环节，定位为全球领先的芯片供应商，中兴微电子凭借多年的芯片研发积累，产品覆盖ICT产业“算力、网络、终端”全领域	2026-03-03\|36.75\|-2.88\|38.18\|39.15\|36.68\|1441493;2026-03-04\|36.97\|0.60\|36.43\|37.76\|36.40\|895770;2026-03-05\|37.88\|2.46\|37.48\|38.30\|37.26\|1063076;2026-03-06\|37.40\|-1.27\|37.49\|37.66\|37.03\|780670;2026-03-09\|35.70\|-4.55\|36.00\|36.00\|34.80\|1492070;2026-03-10\|36.87\|3.28\|36.16\|36.93\|36.06\|996009;2026-03-11\|37.12\|0.68\|37.00\|37.90\|36.99\|1135850;2026-03-12\|37.12\|0.00\|36.81\|38.10\|36.68\|1013791;2026-03-13\|36.46\|-1.78\|36.80\|37.22\|36.35\|731670;2026-03-16\|36.50\|0.11\|36.31\|36.64\|35.58\|719524;2026-03-17\|35.83\|-1.84\|36.68\|36.74\|35.76\|649148;2026-03-18\|36.25\|1.17\|35.83\|36.48\|35.37\|669846;2026-03-19\|35.35\|-2.48\|35.60\|35.81\|35.18\|627971;2026-03-20\|34.27\|-3.06\|35.45\|35.64\|34.27\|801584;2026-03-23\|32.05\|-6.48\|33.57\|33.64\|31.90\|1106403;2026-03-24\|32.92\|2.71\|32.50\|32.93\|32.00\|679329;2026-03-25\|33.45\|1.61\|33.00\|33.84\|33.00\|628637;2026-03-26\|32.68\|-2.30\|33.27\|33.53\|32.59\|484358;2026-03-27\|32.68\|0.00\|32.23\|32.95\|32.02\|411305;2026-03-30\|32.59\|-0.28\|32.11\|32.60\|31.80\|512499;2026-03-31\|32.44\|-0.46\|32.50\|33.29\|32.43\|591616;2026-04-01\|32.99\|1.70\|33.06\|33.16\|32.71\|484713;2026-04-02\|32.05\|-2.85\|32.79\|32.91\|31.92\|530879;2026-04-03\|32.08\|0.09\|32.33\|32.62\|32.08\|468584;2026-04-07\|32.34\|0.81\|32.15\|32.55\|32.07\|404594;2026-04-08\|34.04\|5.26\|33.00\|34.05\|33.00\|976778;2026-04-09\|35.56\|4.47\|33.70\|35.90\|33.54\|1837523;2026-04-10\|35.79\|0.65\|35.50\|36.17\|35.20\|1245411;2026-04-13\|35.72\|-0.20\|35.52\|36.20\|35.30\|920064;2026-04-14\|35.83\|0.31\|36.10\|36.40\|35.47\|941913;2026-04-15\|35.21\|-1.73\|35.97\|36.03\|35.06\|821205;2026-04-16\|35.40\|0.54\|35.42\|35.59\|34.95\|715664;2026-04-17\|35.33\|-0.20\|35.20\|35.86\|35.16\|610088;2026-04-20\|35.83\|1.42\|35.32\|36.09\|35.23\|823866;2026-04-21\|35.20\|-1.76\|35.61\|35.65\|34.76\|791040;2026-04-22\|37.34\|6.08\|35.08\|37.44\|35.00\|2308325;2026-04-23\|36.85\|-1.31\|37.20\|37.58\|36.50\|1330959;2026-04-24\|36.38\|-1.28\|36.57\|37.10\|35.95\|1034070;2026-04-27\|37.26\|2.42\|35.80\|37.78\|35.34\|1684356;2026-04-28\|36.01\|-3.35\|37.00\|37.00\|35.82\|1132503;2026-04-29\|36.42\|1.14\|35.82\|36.99\|35.57\|968269;2026-04-30\|36.70\|0.77\|36.21\|36.83\|35.70\|983814;2026-05-06\|38.25\|4.22\|37.51\|39.10\|37.45\|2167114;2026-05-07\|38.90\|1.70\|38.60\|38.94\|38.04\|1463360;2026-05-08\|38.68\|-0.57\|38.52\|38.90\|37.93\|1378174;2026-05-11\|39.11\|1.11\|39.20\|39.49\|38.56\|1646499;2026-05-12\|38.09\|-2.61\|38.90\|39.00\|37.96\|1269517;2026-05-13\|38.83\|1.94\|37.85\|38.90\|37.70\|1215571;2026-05-14\|37.56\|-3.27\|39.61\|40.20\|37.56\|1638007;2026-05-15\|36.71\|-2.26\|37.64\|38.29\|36.58\|1469674;2026-05-18\|37.51\|2.18\|36.40\|38.08\|36.02\|1340807;2026-05-19\|37.65\|0.37\|37.45\|37.80\|36.75\|1050854;2026-05-20\|37.18\|-1.25\|37.30\|38.15\|37.13\|911697;2026-05-21\|34.83\|-6.32\|37.77\|37.87\|34.68\|1683552;2026-05-22\|35.64\|2.33\|35.11\|35.70\|34.66\|1196843;2026-05-25\|36.27\|1.77\|35.85\|36.33\|35.70\|934309;2026-05-26\|35.54\|-2.01\|36.00\|36.00\|34.77\|1259588;2026-05-27\|34.82\|-2.03\|35.54\|36.11\|34.43\|1447303;2026-05-28\|38.30\|9.99\|35.23\|38.30\|34.45\|2227174;2026-05-29\|36.72\|-4.13\|38.50\|38.78\|36.44\|2699247;2026-06-01\|35.10\|-4.41\|36.65\|36.83\|35.06\|1615572;2026-06-02\|36.30\|3.42\|35.12\|36.46\|34.80\|1773784;2026-06-03\|36.44\|0.39\|36.80\|38.30\|36.00\|2432701;2026-06-04\|37.74\|3.57\|36.36\|38.50\|36.03\|2405913;2026-06-05\|39.13\|3.68\|37.58\|41.30\|37.05\|4637054;2026-06-08\|36.81\|-5.93\|38.02\|39.00\|36.50\|3023492;2026-06-09\|39.14\|6.33\|37.39\|39.33\|37.19\|3107501;2026-06-10\|38.42\|-1.84\|38.68\|40.52\|37.89\|2817708;2026-06-11\|37.81\|-1.59\|37.91\|39.50\|37.28\|2480502;2026-06-12\|36.35\|-3.86\|38.60\|38.70\|36.15\|2614711;2026-06-15\|37.22\|2.39\|36.51\|37.50\|35.70\|1734932;2026-06-16\|38.00\|2.10\|36.90\|38.48\|36.55\|2128868;2026-06-17\|37.64\|-0.95\|37.50\|38.12\|37.12\|1514872;2026-06-18\|37.89\|0.66\|37.41\|38.64\|37.01\|2180738;2026-06-22\|39.43\|4.06\|38.07\|39.66\|37.89\|2936034;2026-06-23\|38.01\|-3.60\|39.10\|39.25\|37.60\|2162020;2026-06-24\|37.42\|-1.55\|37.50\|38.38\|36.80\|1627308;2026-06-25\|38.44\|2.73\|37.91\|38.80\|37.31\|2340788;2026-06-26\|35.67\|-7.21\|37.79\|37.79\|35.67\|2345798;2026-06-29\|35.20\|-1.32\|35.35\|36.18\|34.73\|1179960;2026-06-30\|36.19\|2.81\|35.19\|36.59\|35.10\|1215484;2026-07-01\|37.18\|2.74\|36.40\|38.42\|36.28\|2201294;2026-07-02\|35.32\|-5.00\|36.28\|36.30\|35.21\|1824675;2026-07-03\|36.38\|3.00\|35.30\|37.50\|35.30\|1538670;2026-07-06\|36.28\|-0.27\|36.00\|37.15\|35.20\|1514375;2026-07-07\|35.79\|-1.35\|35.71\|36.49\|35.61\|879548;2026-07-08\|36.87\|3.02\|36.79\|37.50\|36.13\|1975026;2026-07-09\|40.33\|9.38\|37.10\|40.50\|36.98\|5359353;2026-07-10\|40.53\|0.50\|39.80\|43.00\|39.63\|4502718;2026-07-13\|41.00\|1.16\|41.00\|42.50\|40.81\|2085145
113482	长鑫存储过会	涨停揭秘：模拟芯片龙头业绩持续修复，信号链与电源管理芯片订单饱满，AI服务器电源模块升级催生高压高精度DC/DC芯片需求，国产替代进程加速；涨停缘由：公司深耕模拟芯片领域，产品覆盖运算放大器、数据转换器、DC/DC转换器等5200余款型号；AI服务器对多相VRM、高精度电压监控芯片需求激增；2026年Q1国产模拟芯片市占率达28.5%，同比提升6.2个百分点；资金逻辑：涨停当日主力资金净流入2.6亿元，北向资金单日增持超1200万股，融资余额周增幅达15.8%，显示产业与金融资本双重认可；风险提示：模拟芯片行业周期性较强，消费电子复苏力度尚待验证；公司存货周转天数升至186天，库存压力增大；境外收入占比达63%，地缘政治扰动风险未消除	模拟芯片龙头，深耕信号链与电源管理芯片两大核心领域，产品覆盖运算放大器、数据转换器、DC/DC转换器等32大类5200余款型号	2026-03-03\|62.70\|-6.97\|67.44\|67.99\|62.66\|246628;2026-03-04\|62.48\|-0.35\|62.09\|63.75\|62.05\|103414;2026-03-05\|62.60\|0.19\|63.68\|63.75\|62.25\|104738;2026-03-06\|65.75\|5.03\|62.00\|66.00\|61.98\|185746;2026-03-09\|64.51\|-1.89\|64.00\|64.81\|62.95\|137397;2026-03-10\|73.10\|13.32\|66.25\|73.50\|66.00\|513117;2026-03-11\|76.72\|4.95\|75.10\|76.86\|73.87\|605016;2026-03-12\|74.80\|-2.50\|77.00\|79.98\|74.65\|434729;2026-03-13\|72.73\|-2.77\|74.61\|74.88\|72.46\|204020;2026-03-16\|77.32\|6.31\|73.30\|78.45\|72.30\|358596;2026-03-17\|74.00\|-4.29\|77.11\|77.33\|73.68\|227711;2026-03-18\|73.38\|-0.84\|75.01\|75.01\|72.50\|157226;2026-03-19\|70.91\|-3.37\|71.92\|72.16\|69.92\|157776;2026-03-20\|71.30\|0.55\|71.53\|75.38\|71.17\|234002;2026-03-23\|70.39\|-1.28\|70.07\|73.46\|68.91\|248687;2026-03-24\|68.80\|-2.26\|71.43\|71.58\|66.80\|215193;2026-03-25\|73.00\|6.10\|69.83\|77.02\|69.10\|365924;2026-03-26\|72.11\|-1.22\|73.44\|74.74\|71.34\|191796;2026-03-27\|71.27\|-1.16\|70.88\|72.62\|69.30\|171008;2026-03-30\|71.10\|-0.24\|69.00\|73.68\|68.14\|246647;2026-03-31\|67.63\|-4.88\|70.86\|71.20\|67.50\|186189;2026-04-01\|70.51\|4.26\|69.67\|72.63\|69.60\|260691;2026-04-02\|67.45\|-4.34\|70.50\|71.00\|66.87\|184652;2026-04-03\|68.16\|1.05\|68.20\|69.12\|67.30\|149809;2026-04-07\|71.95\|5.56\|68.90\|73.00\|68.90\|292873;2026-04-08\|76.67\|6.56\|74.05\|76.96\|72.81\|351751;2026-04-09\|79.74\|4.00\|75.50\|80.05\|75.00\|337084;2026-04-10\|76.08\|-4.59\|79.65\|79.65\|75.10\|413614;2026-04-13\|74.60\|-1.95\|75.66\|76.25\|74.01\|227340;2026-04-14\|75.22\|0.83\|75.17\|76.69\|74.48\|247853;2026-04-15\|75.88\|0.88\|76.00\|78.74\|75.45\|309385;2026-04-16\|77.71\|2.41\|76.10\|78.10\|75.20\|219822;2026-04-17\|77.53\|-0.23\|77.35\|79.66\|76.90\|207797;2026-04-20\|77.56\|0.04\|78.12\|79.29\|77.00\|191435;2026-04-21\|78.50\|1.21\|77.55\|79.48\|75.85\|270265;2026-04-22\|81.88\|4.31\|78.50\|83.18\|78.03\|370833;2026-04-23\|86.99\|6.24\|85.96\|91.72\|85.10\|619942;2026-04-24\|89.35\|2.71\|91.50\|94.39\|89.24\|545777;2026-04-27\|90.12\|0.86\|90.00\|91.48\|85.00\|479747;2026-04-28\|88.35\|-1.96\|89.00\|91.50\|87.50\|248511;2026-04-29\|88.00\|-0.40\|86.00\|88.80\|84.26\|313500;2026-04-30\|91.94\|4.48\|87.90\|92.69\|87.02\|371913;2026-05-06\|88.45\|-3.80\|93.88\|94.20\|88.02\|452449;2026-05-07\|89.95\|1.70\|90.98\|90.99\|88.45\|295680;2026-05-08\|88.40\|-1.50\|88.56\|89.08\|87.10\|215346;2026-05-11\|98.40\|11.31\|89.98\|99.99\|89.98\|550699;2026-05-12\|103.38\|5.06\|97.99\|105.33\|95.86\|466704;2026-05-13\|104.71\|1.29\|102.00\|105.21\|101.81\|314662;2026-05-14\|105.74\|0.98\|109.64\|111.97\|105.66\|413756;2026-05-15\|107.90\|2.04\|106.04\|113.90\|105.61\|343608;2026-05-18\|105.35\|-2.36\|105.96\|110.16\|103.61\|253725;2026-05-19\|112.60\|6.88\|106.60\|113.67\|102.10\|315068;2026-05-20\|116.79\|3.72\|112.10\|119.63\|110.15\|317094;2026-05-21\|109.62\|-6.14\|116.00\|117.95\|108.95\|305803;2026-05-22\|111.01\|1.27\|111.00\|112.50\|108.35\|190160;2026-05-25\|118.60\|6.84\|111.22\|122.62\|111.20\|301374;2026-05-26\|116.66\|-1.64\|117.80\|118.30\|111.39\|224098;2026-05-27\|119.39\|2.34\|119.80\|127.77\|117.04\|307333;2026-05-28\|121.50\|1.77\|119.34\|123.80\|116.05\|215039;2026-05-29\|117.77\|-3.07\|123.00\|123.99\|115.01\|220300;2026-06-01\|105.66\|-10.28\|115.92\|115.99\|105.00\|383530;2026-06-02\|106.58\|0.87\|106.00\|109.50\|102.30\|301164;2026-06-03\|109.20\|2.46\|107.00\|112.89\|107.00\|204950;2026-06-04\|113.25\|3.71\|107.41\|115.05\|105.88\|200516;2026-06-05\|107.74\|-4.87\|112.16\|112.50\|106.50\|166599;2026-06-08\|103.17\|-4.24\|102.85\|107.50\|101.76\|159651;2026-06-09\|109.99\|6.61\|105.23\|112.26\|102.91\|209907;2026-06-10\|105.75\|-3.85\|107.72\|108.99\|103.40\|167825;2026-06-11\|105.22\|-0.50\|105.70\|109.56\|103.09\|168508;2026-06-12\|111.44\|5.91\|108.00\|111.44\|105.02\|317806;2026-06-15\|116.83\|4.84\|108.21\|117.95\|106.64\|335739;2026-06-16\|127.50\|9.13\|116.83\|128.89\|115.70\|300863;2026-06-17\|131.55\|3.18\|124.50\|132.96\|124.00\|197341;2026-06-18\|132.77\|0.93\|132.67\|134.80\|129.64\|149074;2026-06-22\|136.81\|3.04\|135.00\|143.00\|133.66\|227147;2026-06-23\|137.16\|0.26\|133.92\|141.50\|132.84\|141322;2026-06-24\|137.48\|0.23\|135.00\|138.50\|130.32\|181184;2026-06-25\|138.28\|0.58\|138.64\|141.00\|134.00\|172956;2026-06-26\|131.55\|-4.87\|139.00\|141.02\|129.00\|200257;2026-06-29\|133.60\|1.56\|131.57\|140.93\|126.03\|214683;2026-06-30\|143.48\|7.40\|133.61\|144.20\|131.49\|225991;2026-07-01\|137.21\|-4.37\|142.77\|149.00\|135.12\|208419;2026-07-02\|142.00\|3.49\|136.06\|151.90\|128.40\|310042;2026-07-03\|139.60\|-1.69\|141.31\|144.40\|135.10\|226032;2026-07-06\|135.97\|-2.60\|140.96\|141.88\|128.13\|206848;2026-07-07\|129.10\|-5.05\|136.00\|136.01\|126.26\|214287;2026-07-08\|129.74\|0.50\|130.00\|133.79\|122.58\|163854;2026-07-09\|134.86\|3.95\|131.99\|135.19\|126.64\|146870;2026-07-10\|124.25\|-7.87\|133.00\|136.30\|124.00\|179742;2026-07-13\|121.92\|-1.88\|122.79\|123.97\|118.08\|97309
113481	长鑫存储过会	涨停揭秘：长电科技作为国内封测龙头，受益于NAND闪存价格企稳反弹及AI驱动存储需求上修；涨停缘由：公司深度绑定国内外主流存储厂商，覆盖NAND及DDR全品类；2026年Q1 NAND合约价环比上涨超15%，叠加服务器厂商补库启动，封测产能利用率回升；资金逻辑：4月8日涨停伴随成交额放量至前五日均值2.3倍，北向资金连续两日增持，显示产业资本与外资同步回补；风险提示：全球存储产能仍处高位，价格反弹持续性待验证，且公司2025年扣非净利同比下滑，盈利修复节奏偏缓	国内封测龙头，2026年固定资产投资预算约100亿，重点布局先进封装产线等	2026-03-03\|47.57\|1.71\|47.30\|49.89\|46.94\|1557580;2026-03-04\|47.86\|0.61\|45.91\|49.45\|45.91\|995265;2026-03-05\|48.70\|1.76\|49.30\|50.33\|48.22\|1147240;2026-03-06\|47.04\|-3.41\|48.10\|49.09\|46.86\|920253;2026-03-09\|45.00\|-4.34\|45.63\|45.63\|42.70\|1075819;2026-03-10\|46.00\|2.22\|46.00\|46.60\|45.35\|713216;2026-03-11\|46.81\|1.76\|46.46\|48.26\|46.33\|917879;2026-03-12\|45.73\|-2.31\|46.60\|47.68\|45.44\|653574;2026-03-13\|45.48\|-0.55\|45.27\|46.80\|44.79\|543064;2026-03-16\|45.75\|0.59\|45.31\|46.46\|44.15\|705271;2026-03-17\|43.75\|-4.37\|46.03\|46.04\|43.69\|621114;2026-03-18\|45.77\|4.62\|44.25\|46.17\|43.93\|791233;2026-03-19\|44.19\|-3.45\|44.79\|45.17\|44.00\|531942;2026-03-20\|42.03\|-4.89\|44.66\|44.75\|42.00\|772824;2026-03-23\|39.08\|-7.02\|40.48\|41.18\|38.67\|757104;2026-03-24\|39.45\|0.95\|39.90\|39.97\|38.39\|461181;2026-03-25\|40.64\|3.02\|39.90\|41.26\|39.87\|533289;2026-03-26\|39.43\|-2.98\|40.40\|40.76\|39.24\|377749;2026-03-27\|39.53\|0.25\|38.85\|39.94\|38.60\|367940;2026-03-30\|39.84\|0.78\|38.66\|39.97\|38.45\|338891;2026-03-31\|38.75\|-2.74\|39.50\|39.60\|38.55\|404005;2026-04-01\|39.49\|1.91\|39.88\|39.89\|39.24\|367070;2026-04-02\|38.48\|-2.56\|39.53\|39.53\|38.28\|328915;2026-04-03\|38.29\|-0.49\|38.88\|38.98\|38.02\|261706;2026-04-07\|38.82\|1.38\|38.70\|39.06\|38.54\|273821;2026-04-08\|41.98\|8.14\|40.05\|41.98\|40.03\|713712;2026-04-09\|41.91\|-0.17\|41.17\|42.47\|41.05\|497533;2026-04-10\|43.02\|2.65\|42.74\|43.79\|42.74\|667669;2026-04-13\|42.85\|-0.40\|42.50\|43.50\|42.50\|443211;2026-04-14\|44.34\|3.48\|43.60\|45.08\|43.30\|825500;2026-04-15\|43.59\|-1.69\|44.50\|44.70\|43.36\|680666;2026-04-16\|43.73\|0.32\|43.60\|44.02\|43.20\|442433;2026-04-17\|43.98\|0.57\|43.68\|44.60\|43.25\|613942;2026-04-20\|44.49\|1.16\|44.00\|45.00\|43.49\|611808;2026-04-21\|44.03\|-1.03\|44.50\|44.60\|43.13\|465116;2026-04-22\|45.51\|3.36\|43.84\|45.68\|43.77\|768614;2026-04-23\|44.41\|-2.42\|45.56\|45.78\|44.04\|663156;2026-04-24\|44.89\|1.08\|44.82\|45.87\|44.51\|700289;2026-04-27\|46.32\|3.19\|46.00\|46.95\|45.55\|1021313;2026-04-28\|45.10\|-2.63\|46.10\|46.49\|44.76\|804400;2026-04-29\|44.36\|-1.64\|44.20\|44.63\|43.09\|862876;2026-04-30\|45.56\|2.71\|44.65\|45.86\|44.11\|1014030;2026-05-06\|48.20\|5.79\|47.86\|49.18\|47.85\|1499983;2026-05-07\|48.76\|1.16\|48.90\|49.50\|47.47\|1321662;2026-05-08\|50.75\|4.08\|48.00\|51.59\|47.10\|1686549;2026-05-11\|55.83\|10.01\|53.80\|55.83\|53.19\|1629943;2026-05-12\|55.24\|-1.06\|56.76\|56.99\|54.60\|2243986;2026-05-13\|57.49\|4.07\|53.51\|57.97\|53.20\|2182123;2026-05-14\|54.31\|-5.53\|57.79\|57.79\|54.28\|1744515;2026-05-15\|58.05\|6.89\|55.17\|59.73\|54.63\|2510798;2026-05-18\|58.33\|0.48\|57.47\|61.96\|57.01\|2402943;2026-05-19\|60.81\|4.25\|56.91\|61.00\|56.08\|2319497;2026-05-20\|66.22\|8.90\|59.78\|66.89\|59.77\|2859682;2026-05-21\|66.84\|0.94\|66.88\|71.28\|65.67\|3125058;2026-05-22\|72.88\|9.04\|67.05\|73.14\|63.95\|2869279;2026-05-25\|80.17\|10.00\|74.00\|80.17\|71.00\|2751391;2026-05-26\|88.19\|10.00\|83.00\|88.19\|81.15\|3398367;2026-05-27\|86.16\|-2.30\|86.50\|94.90\|83.50\|3513412;2026-05-28\|84.74\|-1.65\|83.01\|87.50\|81.00\|2722646;2026-05-29\|82.05\|-3.17\|86.00\|89.77\|80.33\|3103586;2026-06-01\|75.65\|-7.80\|80.10\|83.51\|75.00\|2953365;2026-06-02\|75.35\|-0.40\|76.86\|77.54\|72.65\|2532512;2026-06-03\|80.13\|6.34\|76.23\|82.89\|76.23\|3253501;2026-06-04\|80.08\|-0.06\|79.00\|81.86\|77.80\|2270520;2026-06-05\|75.65\|-5.53\|79.66\|80.42\|75.08\|2053712;2026-06-08\|70.30\|-7.07\|70.92\|73.00\|69.70\|1681298;2026-06-09\|75.29\|7.10\|72.98\|75.65\|71.40\|1664743;2026-06-10\|74.05\|-1.65\|73.50\|76.44\|72.47\|1502748;2026-06-11\|71.95\|-2.84\|72.60\|74.26\|71.00\|1279991;2026-06-12\|68.92\|-4.21\|75.00\|75.88\|68.85\|1863166;2026-06-15\|74.32\|7.84\|70.30\|74.47\|67.95\|1781531;2026-06-16\|76.93\|3.51\|75.06\|78.38\|74.96\|1917094;2026-06-17\|81.76\|6.28\|76.00\|82.83\|76.00\|2228067;2026-06-18\|83.03\|1.55\|81.89\|85.55\|81.03\|2340780;2026-06-22\|91.33\|10.00\|85.88\|91.33\|85.60\|2372194;2026-06-23\|86.09\|-5.63\|91.96\|91.96\|84.38\|2221175;2026-06-24\|94.70\|10.00\|84.00\|94.70\|84.00\|2573253;2026-06-25\|104.17\|10.00\|100.00\|104.17\|99.99\|1197230;2026-06-26\|100.89\|-3.15\|106.92\|109.33\|100.68\|3358285;2026-06-29\|103.25\|2.34\|103.00\|105.80\|92.40\|3261605;2026-06-30\|103.55\|0.29\|101.29\|105.07\|96.45\|2285109;2026-07-01\|106.64\|2.98\|105.50\|111.11\|101.68\|2459790;2026-07-02\|95.98\|-10.00\|99.00\|101.00\|95.98\|1908044;2026-07-03\|90.88\|-5.31\|93.40\|94.98\|88.35\|1782265;2026-07-06\|95.09\|4.63\|94.85\|97.90\|90.88\|2084214;2026-07-07\|100.99\|6.20\|92.00\|102.88\|91.80\|2272055;2026-07-08\|94.11\|-6.81\|100.90\|102.68\|91.00\|2071654;2026-07-09\|103.52\|10.00\|97.70\|103.52\|94.60\|2063758;2026-07-10\|101.11\|-2.33\|108.88\|113.87\|101.11\|3058528;2026-07-13\|104.40\|3.25\|98.12\|106.66\|98.12\|1373966
113480	长鑫存储过会	涨停揭秘：中微公司4月27日涨停，受益于HBM3量产加速对高精度刻蚀设备的迫切需求，叠加逻辑芯片先进制程扩产持续超预期；涨停缘由：公司CCP刻蚀设备已批量导入台积电、中芯国际5nm/3nm产线，ICP设备在HBM TSV深孔刻蚀环节实现突破；英特尔、德州仪器业绩超预期印证全球晶圆厂资本开支回升；资金逻辑：近5日主力资金净流入3.1亿元，融资买入额占全市场半导体设备板块首位，游资接力明显；风险提示：设备交付周期拉长致季度收入确认波动加大；海外出口管制政策存在潜在扰动	公司为国内半导体设备龙头，核心产品等离子体刻蚀设备已批量应用在国内外一线客户从65纳米到14纳米、7纳米和5纳米及更先进生产线中；一季度净利润同比增长197.2%	2026-03-03\|333.50\|-4.48\|350.02\|354.89\|332.80\|110988;2026-03-04\|332.74\|-0.23\|329.00\|338.60\|328.33\|67463;2026-03-05\|340.49\|2.33\|340.01\|349.90\|335.50\|94851;2026-03-06\|336.30\|-1.23\|338.00\|346.00\|335.33\|67291;2026-03-09\|323.71\|-3.74\|327.00\|327.00\|315.04\|113508;2026-03-10\|327.29\|1.11\|332.00\|337.48\|324.25\|91039;2026-03-11\|320.30\|-2.14\|325.00\|326.74\|317.00\|95988;2026-03-12\|315.33\|-1.55\|320.00\|326.29\|313.33\|72846;2026-03-13\|312.93\|-0.76\|312.14\|316.29\|309.07\|66910;2026-03-16\|320.77\|2.51\|314.99\|321.44\|303.10\|108614;2026-03-17\|313.01\|-2.42\|318.80\|324.89\|312.80\|78428;2026-03-18\|320.93\|2.53\|315.00\|322.38\|314.00\|89185;2026-03-19\|314.10\|-2.13\|316.00\|318.88\|312.50\|58670;2026-03-20\|309.30\|-1.53\|315.67\|319.90\|308.84\|86019;2026-03-23\|297.50\|-3.82\|303.00\|308.93\|295.05\|101174;2026-03-24\|300.45\|0.99\|302.00\|304.50\|293.67\|84297;2026-03-25\|311.58\|3.70\|305.00\|314.87\|303.10\|86427;2026-03-26\|306.00\|-1.79\|308.52\|311.58\|305.01\|59026;2026-03-27\|305.61\|-0.13\|301.39\|310.80\|299.52\|65321;2026-03-30\|316.74\|3.64\|303.03\|322.22\|301.01\|103700;2026-03-31\|306.38\|-3.27\|318.00\|322.98\|306.09\|80954;2026-04-01\|313.54\|2.34\|314.33\|318.88\|310.63\|74212;2026-04-02\|299.19\|-4.58\|312.00\|312.00\|296.03\|86839;2026-04-03\|293.50\|-1.90\|303.48\|303.48\|292.33\|58920;2026-04-07\|293.60\|0.03\|294.00\|300.29\|292.34\|59465;2026-04-08\|317.69\|8.21\|305.00\|322.25\|304.50\|158121;2026-04-09\|321.30\|1.14\|314.03\|329.39\|311.03\|131581;2026-04-10\|324.00\|0.84\|326.30\|331.63\|322.92\|92571;2026-04-13\|316.58\|-2.29\|322.00\|323.49\|315.69\|93634;2026-04-14\|324.50\|2.50\|321.58\|329.76\|320.06\|127950;2026-04-15\|320.36\|-1.28\|327.95\|334.66\|319.00\|137646;2026-04-16\|318.50\|-0.58\|323.10\|324.50\|316.00\|105012;2026-04-17\|314.00\|-1.41\|316.50\|320.30\|309.20\|138602;2026-04-20\|313.54\|-0.15\|309.58\|317.50\|303.88\|113499;2026-04-21\|308.88\|-1.49\|314.85\|314.95\|305.58\|95884;2026-04-22\|319.99\|3.60\|308.88\|320.78\|308.18\|153356;2026-04-23\|315.05\|-1.54\|322.00\|323.80\|311.00\|117909;2026-04-24\|323.38\|2.64\|317.00\|327.80\|309.50\|172672;2026-04-27\|352.01\|8.85\|329.13\|355.00\|322.78\|262271;2026-04-28\|362.27\|2.91\|353.02\|373.11\|353.01\|213024;2026-04-29\|359.76\|-0.69\|358.92\|364.00\|349.53\|144079;2026-04-30\|376.30\|4.60\|360.00\|379.00\|355.55\|191654;2026-05-06\|383.30\|1.86\|400.00\|412.22\|381.20\|237892;2026-05-07\|384.60\|0.34\|390.00\|393.00\|377.27\|170080;2026-05-08\|370.00\|-3.80\|380.00\|386.76\|366.64\|175410;2026-05-11\|383.64\|3.69\|377.05\|393.33\|371.30\|229066;2026-05-12\|388.45\|1.25\|384.00\|396.78\|374.36\|187768;2026-05-13\|405.60\|4.42\|376.00\|409.53\|374.00\|207028;2026-05-14\|387.17\|-4.54\|407.98\|409.58\|387.01\|157783;2026-05-15\|432.90\|11.81\|393.36\|464.00\|369.98\|380981;2026-05-18\|438.75\|1.35\|441.00\|461.88\|435.01\|279792;2026-05-19\|479.51\|9.29\|432.17\|480.00\|428.10\|300380;2026-05-20\|490.33\|2.26\|475.00\|498.00\|470.00\|293148;2026-05-21\|475.80\|-2.96\|490.62\|533.33\|473.00\|365299;2026-05-22\|469.60\|-1.30\|480.00\|483.33\|452.00\|297068;2026-05-25\|485.30\|3.34\|453.36\|491.98\|438.00\|363979;2026-05-26\|463.51\|-4.49\|475.60\|480.00\|452.15\|246821;2026-05-27\|455.05\|-1.83\|463.95\|486.70\|453.48\|229388;2026-05-28\|453.12\|-0.42\|453.90\|458.88\|441.03\|209929;2026-05-29\|297.68\|-2.04\|305.99\|306.58\|287.00\|301355;2026-06-01\|273.00\|-8.29\|290.00\|291.73\|271.50\|325732;2026-06-02\|282.80\|3.59\|278.46\|286.32\|268.44\|269236;2026-06-03\|285.92\|1.10\|281.99\|296.74\|278.80\|332414;2026-06-04\|289.39\|1.21\|280.99\|295.88\|280.88\|225784;2026-06-05\|276.00\|-4.63\|281.74\|287.65\|274.54\|219733;2026-06-08\|265.47\|-3.82\|265.20\|272.88\|261.60\|211047;2026-06-09\|285.04\|7.37\|272.09\|286.00\|270.60\|212813;2026-06-10\|289.11\|1.43\|282.89\|306.00\|282.00\|296079;2026-06-11\|303.12\|4.85\|299.99\|303.86\|292.00\|275032;2026-06-12\|303.92\|0.26\|318.27\|324.90\|303.90\|398067;2026-06-15\|319.98\|5.28\|309.99\|319.98\|299.17\|258422;2026-06-16\|319.00\|-0.31\|319.98\|323.70\|313.39\|205015;2026-06-17\|351.00\|10.03\|314.00\|351.88\|312.17\|313379;2026-06-18\|360.00\|2.56\|350.00\|368.00\|345.00\|261448;2026-06-22\|372.74\|3.54\|371.99\|385.00\|358.00\|283319;2026-06-23\|371.72\|-0.27\|372.74\|388.50\|364.50\|331536;2026-06-24\|383.00\|3.03\|362.50\|395.00\|359.30\|311932;2026-06-25\|399.13\|4.21\|388.01\|412.50\|388.01\|296757;2026-06-26\|413.00\|3.48\|397.00\|423.80\|393.24\|319523;2026-06-29\|456.69\|10.58\|419.19\|459.00\|419.19\|408099;2026-06-30\|468.50\|2.59\|457.00\|474.07\|446.10\|350683;2026-07-01\|462.00\|-1.39\|460.01\|500.00\|452.96\|353345;2026-07-02\|408.90\|-11.49\|428.50\|444.50\|407.00\|436400;2026-07-03\|413.69\|1.17\|396.21\|428.68\|392.00\|338123;2026-07-06\|420.00\|1.53\|424.96\|427.77\|392.45\|300175;2026-07-07\|420.04\|0.01\|408.00\|430.13\|401.56\|247776;2026-07-08\|423.00\|0.70\|420.00\|439.31\|402.00\|271527;2026-07-09\|471.59\|11.49\|433.99\|474.50\|430.00\|339455;2026-07-10\|434.51\|-7.86\|471.59\|492.05\|434.00\|37994710;2026-07-13\|428.46\|-1.39\|421.47\|443.60\|421.47\|17411432
113479	长鑫存储过会	半导体设备+高温SPM+订单增长+H股上市行业原因： 1、据中证报，国际半导体产业协会（SEMI）最新报告显示，2026年第一季度全球半导体设备出货金额达到365.5亿美元，同比增长14%，创下历史最高单季纪录。 2、国信证券指出，全球半导体扩产未见放缓，台积电、美光等头部厂商持续上修资本开支，厂务设备作为晶圆厂建设后置环节，有望在2026-2027年迎来需求集中释放。公司原因： 1、据2025年年度报告及2025年11月13日投资者关系活动记录表，公司主营半导体专用设备，产品包括清洗设备、电镀设备、先进封装湿法设备等，清洗设备全球市占率前四、电镀设备全球市占率前三。 2、据盛美上海官微2026年5月25日披露，在全球半导体表面制备与清洗领域行业盛会SPCC2026上，盛美半导体资深专家Deepak Kumar介绍了公司的独特的高温SPM工艺，是单片高温硫酸清洗自进入市场十几年来所出现的一个重大技术突破。 3、据2026年5月19日及5月28日投资者关系活动记录表，公司2026年第一季度新签订单同比增长65%，在手订单保持稳定增长。 4、据2026年5月27日公告，公司董事会审议通过关于公司发行H股股票并在香港联交所主板上市的方案，相关议案已获2026年6月16日召开的年度股东大会审议通过。	公司主要产品包括半导体清洗设备、半导体电镀设备和先进封装湿法设备，推出Ultra ECDP电化学去镀设备	2026-03-03\|161.23\|-3.90\|169.00\|170.80\|161.16\|36023;2026-03-04\|158.28\|-1.83\|159.99\|162.66\|158.28\|25285;2026-03-05\|161.31\|1.91\|162.20\|164.46\|159.52\|31097;2026-03-06\|160.80\|-0.32\|160.00\|162.40\|160.00\|15863;2026-03-09\|155.33\|-3.40\|156.90\|156.90\|151.03\|29468;2026-03-10\|159.34\|2.58\|158.98\|160.38\|157.20\|21826;2026-03-11\|158.81\|-0.33\|159.49\|160.39\|158.58\|17193;2026-03-12\|155.30\|-2.21\|158.01\|159.38\|154.28\|20876;2026-03-13\|153.48\|-1.17\|153.83\|156.50\|152.34\|21667;2026-03-16\|156.87\|2.21\|152.44\|157.41\|150.51\|27203;2026-03-17\|153.43\|-2.19\|156.73\|157.95\|153.30\|18397;2026-03-18\|155.86\|1.58\|154.23\|156.37\|152.68\|19575;2026-03-19\|150.47\|-3.46\|153.10\|153.80\|150.00\|21919;2026-03-20\|150.01\|-0.31\|151.97\|155.80\|150.01\|23260;2026-03-23\|144.76\|-3.50\|146.06\|148.98\|143.50\|26788;2026-03-24\|148.50\|2.58\|147.10\|148.98\|145.28\|24075;2026-03-25\|149.84\|0.90\|149.00\|151.62\|149.00\|23518;2026-03-26\|142.03\|-5.21\|148.00\|148.88\|140.85\|47638;2026-03-27\|142.99\|0.68\|139.40\|144.00\|138.56\|31914;2026-03-30\|144.50\|1.06\|140.06\|146.90\|139.30\|40505;2026-03-31\|141.61\|-2.00\|147.39\|147.80\|141.20\|25932;2026-04-01\|145.19\|2.53\|146.00\|146.00\|143.33\|27708;2026-04-02\|140.10\|-3.51\|145.19\|145.20\|139.00\|23572;2026-04-03\|139.74\|-0.26\|140.86\|141.78\|139.08\|15100;2026-04-07\|140.83\|0.78\|140.69\|142.48\|140.06\|18274;2026-04-08\|150.99\|7.21\|147.00\|150.99\|145.60\|42717;2026-04-09\|151.33\|0.23\|148.58\|154.87\|148.06\|40579;2026-04-10\|153.90\|1.70\|153.66\|156.60\|152.67\|35715;2026-04-13\|153.15\|-0.49\|151.99\|154.98\|151.00\|28287;2026-04-14\|159.21\|3.96\|155.00\|161.48\|154.80\|54042;2026-04-15\|156.00\|-2.02\|160.55\|161.00\|155.22\|40794;2026-04-16\|155.86\|-0.09\|155.06\|156.50\|154.02\|34953;2026-04-17\|157.40\|0.99\|154.53\|158.50\|152.80\|36086;2026-04-20\|156.76\|-0.41\|157.25\|159.40\|154.53\|38052;2026-04-21\|155.80\|-0.61\|156.99\|157.00\|153.23\|27845;2026-04-22\|161.00\|3.34\|155.80\|161.00\|154.92\|51041;2026-04-23\|156.44\|-2.83\|161.78\|162.18\|155.00\|39800;2026-04-24\|157.98\|0.98\|156.14\|160.90\|154.58\|43875;2026-04-27\|166.10\|5.14\|160.99\|167.35\|155.64\|78037;2026-04-28\|146.60\|-11.74\|151.30\|152.32\|144.60\|110629;2026-04-29\|149.01\|1.64\|145.00\|149.97\|142.58\|52804;2026-04-30\|154.11\|3.42\|149.05\|157.00\|148.00\|59557;2026-05-06\|157.20\|2.01\|157.22\|163.50\|155.88\|64288;2026-05-07\|160.35\|2.00\|158.70\|160.37\|156.31\|57437;2026-05-08\|160.21\|-0.09\|158.73\|164.00\|155.68\|70593;2026-05-11\|166.23\|3.76\|162.21\|167.94\|161.09\|85116;2026-05-12\|174.42\|4.93\|167.00\|175.30\|162.80\|120995;2026-05-13\|180.88\|3.70\|169.28\|184.60\|167.60\|109144;2026-05-14\|175.10\|-3.20\|180.12\|181.72\|174.80\|81264;2026-05-15\|175.20\|0.06\|175.80\|184.20\|166.58\|120805;2026-05-18\|185.18\|5.70\|182.25\|190.00\|177.30\|139606;2026-05-19\|196.80\|6.28\|182.98\|199.97\|179.30\|153652;2026-05-20\|210.68\|7.05\|194.00\|214.73\|193.05\|169840;2026-05-21\|212.72\|0.97\|217.00\|225.04\|211.01\|217806;2026-05-22\|213.17\|0.21\|212.50\|217.68\|204.58\|127204;2026-05-25\|251.00\|17.75\|214.44\|255.80\|214.29\|191237;2026-05-26\|256.98\|2.38\|251.00\|269.00\|248.00\|179803;2026-05-27\|241.00\|-6.22\|256.98\|265.00\|237.39\|139799;2026-05-28\|243.88\|1.20\|240.00\|247.00\|227.86\|114686;2026-05-29\|229.04\|-6.08\|250.00\|251.20\|225.47\|108754;2026-06-01\|215.15\|-6.06\|226.50\|227.00\|212.88\|87950;2026-06-02\|225.05\|4.60\|217.00\|233.17\|210.33\|108297;2026-06-03\|252.94\|12.39\|229.00\|265.50\|225.61\|149442;2026-06-04\|270.50\|6.94\|250.00\|278.35\|241.14\|118476;2026-06-05\|251.00\|-7.21\|259.68\|266.00\|248.60\|78613;2026-06-08\|245.60\|-2.15\|236.59\|257.99\|235.00\|92908;2026-06-09\|263.86\|7.43\|253.11\|267.80\|240.27\|109037;2026-06-10\|264.99\|0.43\|259.00\|271.46\|253.88\|86974;2026-06-11\|284.00\|7.17\|264.00\|298.00\|264.00\|99643;2026-06-12\|304.66\|7.27\|303.38\|330.00\|295.24\|153239;2026-06-15\|315.00\|3.39\|319.97\|319.97\|283.50\|99489;2026-06-16\|301.00\|-4.44\|309.00\|311.93\|290.04\|114010;2026-06-17\|361.20\|20.00\|298.99\|361.20\|295.10\|119849;2026-06-18\|378.75\|4.86\|362.30\|383.00\|361.65\|103774;2026-06-22\|376.14\|-0.69\|362.87\|387.47\|360.01\|82999;2026-06-23\|399.81\|6.29\|368.61\|407.00\|367.12\|93160;2026-06-24\|402.18\|0.59\|380.00\|432.98\|380.00\|83801;2026-06-25\|412.97\|2.68\|399.00\|428.57\|393.10\|80617;2026-06-26\|414.00\|0.25\|404.71\|427.99\|392.05\|88395;2026-06-29\|447.95\|8.20\|420.00\|450.00\|414.00\|106096;2026-06-30\|432.00\|-3.56\|450.00\|459.99\|425.80\|99576;2026-07-01\|405.00\|-6.25\|435.00\|450.50\|394.51\|106677;2026-07-02\|370.00\|-8.64\|390.00\|405.00\|369.00\|113834;2026-07-03\|363.43\|-1.78\|370.00\|378.00\|352.00\|101072;2026-07-06\|373.00\|2.63\|369.69\|379.92\|350.00\|93507;2026-07-07\|396.50\|6.30\|365.00\|400.00\|361.00\|82039;2026-07-08\|415.00\|4.67\|396.50\|430.00\|385.02\|95716;2026-07-09\|432.60\|4.24\|427.98\|434.50\|397.50\|94433;2026-07-10\|392.89\|-9.18\|432.50\|445.65\|385.00\|9495597;2026-07-13\|392.99\|0.03\|380.00\|399.67\|372.00\|3402276
113478	长鑫存储过会	碳化硅+IDM龙头+AI算力电源行业原因： 1、据证券时报6月28日报道，宏微科技近期已启动年内第二轮产品价格调整，全球龙头英飞凌亦将于7月1日起二次提价，功率半导体行业迎来新一轮涨价潮。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月12日互动易，士兰明镓6英寸SiC产线月产能达10000片，士兰集宏8英寸SiC产线月产能达5000片；基于自主研发的Ⅱ代SiC MOSFET芯片生产的电动汽车主电机驱动模块出货量累计超20万颗，第Ⅳ代SiC芯片与模块已完成客户评测并开始批量交付。 2、据2026年4月25日年报，公司Ⅱ代SiC-MOSFET已应用于AI算力中心电源上并实现大批量出货；公司应用于服务器的DrMOS电路、Efuse电路等已在客户端测试或已导入量产。 3、据2026年4月30日一季报，公司2026年一季度实现营收35.19亿元，同比增长17.31%，归母净利润2.09亿元，同比增长40.57%。	公司拟200亿元投建12英寸高端模拟芯片生产线项目	2026-03-03\|28.73\|-7.71\|31.38\|31.63\|28.68\|796035;2026-03-04\|28.43\|-1.04\|28.30\|29.20\|28.16\|418747;2026-03-05\|28.93\|1.76\|29.10\|29.54\|28.73\|407345;2026-03-06\|28.88\|-0.17\|28.79\|29.13\|28.70\|316045;2026-03-09\|28.52\|-1.25\|28.15\|28.68\|27.66\|403709;2026-03-10\|29.35\|2.91\|28.95\|29.59\|28.90\|403699;2026-03-11\|29.15\|-0.68\|29.29\|29.50\|29.08\|298194;2026-03-12\|29.00\|-0.51\|29.03\|29.56\|28.78\|278043;2026-03-13\|28.56\|-1.52\|28.72\|29.15\|28.48\|252335;2026-03-16\|29.00\|1.54\|28.51\|29.02\|28.14\|280904;2026-03-17\|28.22\|-2.69\|29.07\|29.10\|28.20\|279485;2026-03-18\|28.57\|1.24\|28.40\|28.67\|28.00\|236625;2026-03-19\|27.86\|-2.49\|28.09\|28.17\|27.80\|245744;2026-03-20\|27.14\|-2.58\|27.99\|28.33\|27.11\|272395;2026-03-23\|25.85\|-4.75\|26.39\|26.84\|25.66\|349888;2026-03-24\|26.25\|1.55\|26.28\|26.35\|25.52\|239557;2026-03-25\|26.74\|1.87\|26.37\|26.93\|26.36\|258041;2026-03-26\|26.03\|-2.66\|26.61\|26.73\|25.95\|194334;2026-03-27\|26.14\|0.42\|25.58\|26.32\|25.52\|157255;2026-03-30\|25.95\|-0.73\|25.60\|25.96\|25.45\|206658;2026-03-31\|25.52\|-1.66\|25.79\|26.19\|25.50\|200707;2026-04-01\|25.99\|1.84\|26.05\|26.13\|25.75\|187399;2026-04-02\|25.19\|-3.08\|25.93\|25.94\|25.10\|211641;2026-04-03\|24.72\|-1.87\|25.21\|25.35\|24.70\|186276;2026-04-07\|25.07\|1.42\|24.83\|25.28\|24.83\|153594;2026-04-08\|26.48\|5.62\|25.81\|26.49\|25.68\|328036;2026-04-09\|26.22\|-0.98\|26.10\|26.43\|25.97\|227524;2026-04-10\|26.58\|1.37\|26.47\|26.79\|26.47\|242712;2026-04-13\|26.58\|0.00\|26.21\|26.75\|26.21\|174848;2026-04-14\|26.93\|1.32\|26.86\|27.07\|26.66\|242790;2026-04-15\|26.58\|-1.30\|27.12\|27.18\|26.46\|237014;2026-04-16\|26.68\|0.38\|26.61\|26.82\|26.55\|243952;2026-04-17\|26.94\|0.97\|26.61\|27.07\|26.46\|260024;2026-04-20\|27.35\|1.52\|26.95\|27.47\|26.94\|281833;2026-04-21\|27.08\|-0.99\|27.34\|27.34\|26.77\|219942;2026-04-22\|27.61\|1.96\|27.08\|27.62\|26.95\|320422;2026-04-23\|27.36\|-0.91\|27.61\|28.08\|27.30\|345595;2026-04-24\|27.82\|1.68\|27.47\|28.08\|27.41\|413094;2026-04-27\|28.93\|3.99\|28.07\|29.19\|27.70\|640711;2026-04-28\|28.44\|-1.69\|28.90\|29.31\|28.30\|498091;2026-04-29\|27.84\|-2.11\|28.10\|28.20\|27.44\|445115;2026-04-30\|28.90\|3.81\|28.68\|29.17\|28.42\|654211;2026-05-06\|29.66\|2.63\|29.60\|30.10\|29.40\|764756;2026-05-07\|29.65\|-0.03\|29.77\|29.78\|29.27\|559055;2026-05-08\|29.49\|-0.54\|29.30\|29.60\|28.88\|489649;2026-05-11\|30.47\|3.32\|29.99\|30.71\|29.70\|825550;2026-05-12\|30.21\|-0.85\|30.47\|30.57\|29.71\|563244;2026-05-13\|31.51\|4.30\|29.70\|31.79\|29.45\|919946;2026-05-14\|31.38\|-0.41\|31.88\|32.43\|31.37\|1067461;2026-05-15\|30.95\|-1.37\|31.45\|32.20\|30.51\|855447;2026-05-18\|31.05\|0.32\|30.60\|31.45\|30.43\|586539;2026-05-19\|32.35\|4.19\|30.57\|32.98\|30.09\|911314;2026-05-20\|32.59\|0.74\|31.95\|32.78\|31.85\|807327;2026-05-21\|30.94\|-5.06\|32.90\|33.17\|30.90\|1010266;2026-05-22\|32.16\|3.94\|31.59\|32.30\|31.12\|740638;2026-05-25\|34.19\|6.31\|32.17\|34.23\|31.92\|1205146;2026-05-26\|33.90\|-0.85\|33.97\|34.50\|32.62\|1045728;2026-05-27\|35.58\|4.96\|34.05\|37.28\|33.56\|1887099;2026-05-28\|38.44\|8.04\|35.68\|39.14\|35.31\|1997531;2026-05-29\|34.60\|-9.99\|38.00\|38.28\|34.60\|1792873;2026-06-01\|32.80\|-5.20\|34.17\|34.60\|32.75\|1251712;2026-06-02\|33.03\|0.70\|32.85\|33.93\|32.51\|861359;2026-06-03\|34.70\|5.06\|33.35\|35.71\|33.35\|1225855;2026-06-04\|35.32\|1.79\|34.20\|36.25\|34.13\|917606;2026-06-05\|33.95\|-3.88\|34.70\|35.44\|33.68\|939263;2026-06-08\|32.13\|-5.36\|31.95\|33.28\|31.82\|752281;2026-06-09\|34.72\|8.06\|32.75\|34.86\|32.25\|834358;2026-06-10\|33.53\|-3.43\|33.87\|34.47\|33.02\|611192;2026-06-11\|33.18\|-1.04\|32.99\|34.40\|32.60\|631188;2026-06-12\|32.15\|-3.10\|34.20\|34.66\|32.09\|857939;2026-06-15\|35.37\|10.02\|32.91\|35.37\|32.58\|897340;2026-06-16\|38.28\|8.23\|37.00\|38.91\|36.90\|1789016;2026-06-17\|40.83\|6.66\|37.84\|41.15\|37.84\|2022437;2026-06-18\|41.83\|2.45\|40.50\|42.62\|40.45\|1441921;2026-06-22\|44.80\|7.10\|44.25\|46.01\|43.50\|1847314;2026-06-23\|47.04\|5.00\|45.20\|48.65\|44.50\|1854156;2026-06-24\|50.01\|6.31\|46.92\|50.80\|46.92\|1696719;2026-06-25\|49.86\|-0.30\|48.80\|51.43\|48.11\|1686238;2026-06-26\|50.38\|1.04\|49.80\|53.80\|49.33\|1859413;2026-06-29\|52.59\|4.39\|52.89\|55.42\|50.85\|2584855;2026-06-30\|54.66\|3.94\|53.50\|55.23\|50.40\|2212973;2026-07-01\|53.15\|-2.76\|55.56\|57.10\|52.41\|1869084;2026-07-02\|50.50\|-4.99\|50.00\|53.48\|47.84\|1600826;2026-07-03\|47.25\|-6.44\|49.98\|50.89\|47.20\|1352837;2026-07-06\|46.62\|-1.33\|47.98\|48.57\|45.28\|1140828;2026-07-07\|47.29\|1.44\|45.91\|48.49\|45.70\|1086236;2026-07-08\|46.21\|-2.28\|47.30\|48.63\|43.77\|1105137;2026-07-09\|48.40\|4.74\|47.08\|48.46\|45.46\|1487720;2026-07-10\|44.51\|-8.04\|48.89\|49.96\|44.32\|1857332;2026-07-13\|43.67\|-1.89\|43.78\|45.79\|43.30\|665206
113477	长鑫存储过会	涨停揭秘：AI服务器电源模块升级拉动高压MOSFET、IGBT需求，公司功率器件同步用于存储模组供电系统；涨停缘由：上半年存储涨价仍将持续，公司功率器件已导入多家服务器电源厂商及内存模组厂，2025年车规与工控订单占比提升至42%；资金逻辑：权重股中资金稳定性较强，4月8日涨停获主力资金净流入超8000万元，半导体ETF持仓同步加仓；风险提示：功率器件价格承压，海外大厂降价竞争加剧，且公司产能利用率阶段性承压	公司为国内领先的功率器件IDM企业	2026-03-03\|52.36\|-5.44\|55.44\|55.76\|52.25\|183246;2026-03-04\|51.20\|-2.22\|51.99\|52.78\|50.96\|127174;2026-03-05\|51.15\|-0.10\|52.17\|52.46\|50.98\|136315;2026-03-06\|51.15\|0.00\|50.99\|51.83\|50.75\|137204;2026-03-09\|49.56\|-3.11\|49.98\|49.98\|48.35\|188269;2026-03-10\|51.36\|3.63\|50.47\|51.70\|50.31\|167228;2026-03-11\|51.48\|0.23\|51.36\|52.49\|51.15\|154359;2026-03-12\|51.10\|-0.74\|51.25\|52.43\|50.70\|137979;2026-03-13\|49.80\|-2.54\|50.49\|51.10\|49.24\|184140;2026-03-16\|49.99\|0.38\|49.70\|50.25\|48.94\|160408;2026-03-17\|48.80\|-2.38\|50.50\|50.50\|48.70\|107018;2026-03-18\|49.10\|0.61\|49.02\|49.20\|48.12\|140155;2026-03-19\|47.72\|-2.81\|48.26\|48.50\|47.52\|132526;2026-03-20\|47.14\|-1.22\|47.90\|48.35\|47.14\|111806;2026-03-23\|44.88\|-4.79\|46.35\|46.81\|44.62\|185755;2026-03-24\|45.51\|1.40\|45.45\|45.54\|44.31\|131732;2026-03-25\|46.29\|1.71\|45.87\|46.43\|45.70\|112854;2026-03-26\|45.32\|-2.10\|45.99\|46.36\|44.96\|86937;2026-03-27\|45.70\|0.84\|44.72\|45.99\|44.55\|77738;2026-03-30\|45.29\|-0.90\|45.00\|45.59\|44.70\|94169;2026-03-31\|44.54\|-1.66\|45.18\|46.16\|44.50\|108970;2026-04-01\|45.72\|2.65\|45.58\|45.93\|45.30\|99122;2026-04-02\|44.43\|-2.82\|45.45\|45.60\|44.10\|101420;2026-04-03\|43.80\|-1.42\|44.50\|44.88\|43.71\|77124;2026-04-07\|44.39\|1.35\|43.98\|44.94\|43.98\|80224;2026-04-08\|50.15\|12.98\|45.73\|51.27\|45.73\|471121;2026-04-09\|49.53\|-1.24\|49.40\|51.51\|48.60\|293736;2026-04-10\|49.15\|-0.77\|50.00\|50.51\|48.96\|209528;2026-04-13\|48.66\|-1.00\|48.65\|49.37\|48.40\|148383;2026-04-14\|49.07\|0.84\|49.28\|49.53\|48.52\|175604;2026-04-15\|48.30\|-1.57\|49.37\|49.84\|48.09\|195606;2026-04-16\|49.08\|1.61\|48.36\|49.20\|48.21\|136583;2026-04-17\|49.25\|0.35\|49.10\|49.70\|48.34\|161703;2026-04-20\|51.65\|4.87\|49.52\|52.26\|49.28\|328503;2026-04-21\|51.59\|-0.12\|52.00\|52.60\|50.95\|230182;2026-04-22\|51.61\|0.04\|51.33\|51.97\|50.89\|159933;2026-04-23\|52.69\|2.09\|52.00\|53.77\|51.70\|285610;2026-04-24\|54.73\|3.87\|53.00\|56.20\|52.96\|371755;2026-04-27\|55.16\|0.79\|56.38\|56.96\|54.70\|414232;2026-04-28\|54.00\|-2.10\|54.98\|55.71\|53.51\|285343;2026-04-29\|55.56\|2.89\|53.50\|56.66\|52.50\|316006;2026-04-30\|56.65\|1.96\|55.50\|57.00\|55.11\|304929;2026-05-06\|56.71\|0.11\|58.00\|59.45\|56.40\|438059;2026-05-07\|57.03\|0.56\|56.70\|57.52\|55.79\|311386;2026-05-08\|58.14\|1.95\|56.22\|58.61\|55.38\|308638;2026-05-11\|59.70\|2.68\|59.05\|61.50\|58.39\|375742;2026-05-12\|60.91\|2.03\|59.50\|62.15\|58.22\|304524;2026-05-13\|64.15\|5.32\|59.30\|65.55\|58.79\|448873;2026-05-14\|63.08\|-1.67\|65.00\|65.68\|63.01\|366723;2026-05-15\|61.67\|-2.24\|63.38\|64.49\|60.69\|383089;2026-05-18\|62.06\|0.63\|61.02\|63.36\|60.38\|274874;2026-05-19\|64.18\|3.42\|61.24\|64.26\|60.00\|349960;2026-05-20\|65.61\|2.23\|64.00\|66.66\|63.26\|421161;2026-05-21\|59.80\|-8.86\|66.01\|66.92\|59.66\|508864;2026-05-22\|62.40\|4.35\|60.74\|62.88\|59.99\|353987;2026-05-25\|66.20\|6.09\|62.50\|67.16\|61.52\|447203;2026-05-26\|64.38\|-2.75\|65.54\|65.54\|62.13\|398204;2026-05-27\|65.98\|2.49\|64.82\|68.50\|64.50\|584048;2026-05-28\|69.80\|5.79\|64.49\|71.18\|63.00\|739489;2026-05-29\|64.09\|-8.18\|69.40\|69.74\|63.50\|565779;2026-06-01\|65.60\|2.36\|64.80\|68.77\|61.67\|559850;2026-06-02\|67.65\|3.12\|65.00\|71.41\|63.00\|568340;2026-06-03\|71.50\|5.69\|69.22\|74.50\|68.84\|628811;2026-06-04\|72.59\|1.52\|69.80\|74.30\|69.80\|366161;2026-06-05\|66.58\|-8.28\|71.01\|71.10\|65.99\|461088;2026-06-08\|62.58\|-6.01\|62.95\|66.37\|61.73\|381113;2026-06-09\|67.68\|8.15\|63.82\|68.28\|63.20\|354494;2026-06-10\|63.83\|-5.69\|65.83\|67.08\|62.18\|366073;2026-06-11\|63.03\|-1.25\|63.66\|65.48\|62.14\|272924;2026-06-12\|60.80\|-3.54\|65.50\|66.93\|60.53\|465115;2026-06-15\|68.85\|13.24\|62.00\|68.95\|61.30\|456158;2026-06-16\|71.75\|4.21\|69.00\|73.65\|68.41\|473530;2026-06-17\|73.78\|2.83\|70.94\|73.93\|69.68\|366670;2026-06-18\|73.59\|-0.26\|73.00\|75.20\|72.01\|386301;2026-06-22\|78.20\|6.26\|76.02\|80.83\|75.60\|510299;2026-06-23\|80.80\|3.32\|77.95\|84.32\|76.68\|593356;2026-06-24\|84.66\|4.78\|79.97\|86.78\|79.20\|543816;2026-06-25\|84.72\|0.13\|84.23\|85.39\|81.45\|436517;2026-06-26\|84.72\|0.00\|83.50\|88.85\|82.00\|449222;2026-06-29\|92.47\|9.15\|87.99\|96.50\|87.75\|523670;2026-06-30\|97.55\|5.49\|93.10\|99.00\|89.19\|455886;2026-07-01\|93.45\|-4.20\|99.35\|101.99\|91.49\|464908;2026-07-02\|87.38\|-6.50\|88.25\|93.06\|80.23\|412699;2026-07-03\|83.60\|-4.33\|88.17\|90.50\|83.30\|407141;2026-07-06\|86.03\|2.91\|85.00\|88.33\|81.92\|388431;2026-07-07\|87.30\|1.48\|85.00\|89.00\|83.10\|293152;2026-07-08\|85.00\|-2.63\|88.00\|89.20\|80.88\|286610;2026-07-09\|92.70\|9.06\|86.81\|92.85\|85.30\|348133;2026-07-10\|79.10\|-14.67\|92.90\|94.60\|78.98\|59051334;2026-07-13\|80.21\|1.40\|77.91\|80.95\|77.77\|17331502
113476	长鑫存储过会	H股回购+功率半导体+智能电网大功率模块行业原因：据财联社5月13日报道，受AI数据中心需求影响，2026年开年以来，功率半导体行业迎来一轮密集涨价潮。市场研究机构表示，AIDC将成为第三代半导体的下一个爆发式增长市场，需求强劲且明确。公司原因： 1、据2026年5月13日公告，公司回购注销部分H股后总股本减少1.02亿股，控股股东中车株洲所及一致行动人持股比例被动升至50.15%，触及5%整数倍。 2、据2026年4月17日互动易，在半导体领域，公司从 1964 年开始功率半导体技术研发与产业化，通过持续投入和平台提升，已成长为同时掌握大功率晶闸管、IGBT、IGCT、SiC 器件及其组件技术的 IDM 模式企业代表，拥有芯片—模块—装置—系统完整产业链，并建有 6 英寸双极器件、8 英寸 IGBT 和 8 英寸 SiC 的产业化基地。公司生产的全系列高可靠性IGBT 产品覆盖650V-6500V全电压等级。 3、据2026年4月17日互动易，2025年公司在国内智能电网大功率模块市场的市占率保持在50%左右，获得三山岛海风、沙特柔直等国内外多个项目批量订单，器件交付和相关收入大幅提升。	在半导体领域，公司拥有芯片—模块—装置—系统完整产业链，并建有6英寸双极器件、8英寸IGBT和8英寸SiC的产业化基地	2026-03-03\|56.00\|-5.87\|59.78\|59.78\|55.79\|66074;2026-03-04\|55.30\|-1.25\|55.51\|56.61\|54.88\|52978;2026-03-05\|56.38\|1.95\|56.07\|57.53\|55.97\|46921;2026-03-06\|57.65\|2.25\|56.25\|58.74\|56.17\|43446;2026-03-09\|57.49\|-0.28\|56.76\|58.16\|54.98\|71288;2026-03-10\|57.86\|0.64\|57.31\|58.30\|57.15\|38364;2026-03-11\|57.51\|-0.60\|57.90\|58.01\|57.20\|29743;2026-03-12\|55.96\|-2.70\|57.46\|57.85\|55.81\|55256;2026-03-13\|55.90\|-0.11\|56.00\|56.56\|55.52\|35879;2026-03-16\|55.62\|-0.50\|55.73\|56.48\|55.25\|39229;2026-03-17\|54.20\|-2.55\|55.50\|55.98\|53.94\|51082;2026-03-18\|54.49\|0.54\|54.03\|54.58\|53.57\|27651;2026-03-19\|52.59\|-3.49\|53.88\|54.02\|52.39\|40650;2026-03-20\|52.63\|0.08\|52.75\|54.11\|52.61\|33813;2026-03-23\|51.06\|-2.98\|52.00\|52.14\|50.61\|50199;2026-03-24\|51.56\|0.98\|51.98\|52.14\|50.75\|28412;2026-03-25\|52.62\|2.06\|51.91\|52.88\|51.59\|41493;2026-03-26\|51.26\|-2.58\|52.50\|52.95\|51.15\|28863;2026-03-27\|51.51\|0.49\|51.26\|52.45\|51.01\|33196;2026-03-30\|50.78\|-1.42\|50.70\|51.37\|50.06\|41518;2026-03-31\|51.95\|2.30\|51.18\|53.02\|50.98\|45582;2026-04-01\|51.81\|-0.27\|52.60\|52.81\|51.19\|47943;2026-04-02\|50.85\|-1.85\|51.50\|51.69\|50.52\|34356;2026-04-03\|49.97\|-1.73\|50.71\|51.17\|49.97\|23129;2026-04-07\|49.60\|-0.74\|50.25\|50.60\|49.20\|31121;2026-04-08\|51.40\|3.63\|50.60\|51.48\|50.00\|53673;2026-04-09\|50.82\|-1.13\|51.12\|51.13\|50.59\|26418;2026-04-10\|51.24\|0.83\|51.10\|51.46\|50.74\|47776;2026-04-13\|50.05\|-2.32\|50.76\|50.86\|49.92\|36413;2026-04-14\|51.08\|2.06\|50.25\|51.13\|49.95\|47087;2026-04-15\|51.18\|0.20\|51.45\|52.18\|50.96\|48221;2026-04-16\|52.11\|1.82\|51.30\|52.21\|51.10\|44831;2026-04-17\|51.28\|-1.59\|51.90\|52.15\|50.88\|44780;2026-04-20\|52.29\|1.97\|51.40\|52.58\|51.20\|51917;2026-04-21\|52.14\|-0.29\|52.50\|52.60\|51.55\|36886;2026-04-22\|52.00\|-0.27\|52.15\|52.45\|51.50\|38439;2026-04-23\|52.29\|0.56\|52.17\|52.93\|51.88\|42944;2026-04-24\|51.82\|-0.90\|52.20\|53.09\|51.80\|50279;2026-04-27\|50.74\|-2.08\|51.70\|51.90\|50.74\|48740;2026-04-28\|48.43\|-4.55\|50.70\|50.76\|47.51\|124229;2026-04-29\|49.07\|1.32\|48.12\|49.17\|48.03\|50949;2026-04-30\|48.42\|-1.32\|49.00\|49.26\|48.02\|59468;2026-05-06\|49.40\|2.02\|48.80\|49.73\|48.48\|78399;2026-05-07\|49.53\|0.26\|49.70\|49.70\|48.99\|56577;2026-05-08\|48.86\|-1.35\|49.50\|49.50\|48.55\|62209;2026-05-11\|49.28\|0.86\|49.05\|49.89\|48.88\|91100;2026-05-12\|49.41\|0.26\|49.45\|49.92\|48.60\|77723;2026-05-13\|59.29\|20.00\|49.30\|59.29\|48.75\|279657;2026-05-14\|57.14\|-3.63\|61.00\|61.20\|56.08\|436636;2026-05-15\|55.60\|-2.70\|57.11\|58.70\|54.88\|210993;2026-05-18\|53.80\|-3.24\|55.00\|56.46\|53.11\|174984;2026-05-19\|54.85\|1.95\|53.29\|55.09\|52.45\|174899;2026-05-20\|54.43\|-0.77\|54.15\|55.35\|53.72\|130402;2026-05-21\|51.60\|-5.20\|54.87\|55.80\|51.35\|166718;2026-05-22\|59.03\|14.40\|51.90\|59.50\|51.70\|301074;2026-05-25\|59.40\|0.63\|59.04\|61.50\|57.58\|243696;2026-05-26\|58.49\|-1.53\|58.99\|60.20\|57.76\|178696;2026-05-27\|61.88\|5.80\|58.00\|63.90\|58.00\|240467;2026-05-28\|62.60\|1.16\|61.88\|62.88\|60.60\|192804;2026-05-29\|61.00\|-2.56\|64.00\|66.20\|59.69\|258650;2026-06-01\|57.70\|-5.41\|59.55\|59.60\|56.21\|191526;2026-06-02\|56.88\|-1.42\|58.22\|58.42\|56.10\|108027;2026-06-03\|57.14\|0.46\|57.18\|58.95\|56.40\|161751;2026-06-04\|58.15\|1.77\|56.40\|59.88\|56.20\|155419;2026-06-05\|55.40\|-4.73\|57.54\|57.63\|53.59\|184058;2026-06-08\|53.19\|-3.99\|53.95\|54.49\|52.02\|163414;2026-06-09\|57.90\|8.86\|53.74\|58.19\|53.10\|194878;2026-06-10\|54.55\|-5.79\|56.00\|56.78\|53.53\|134419;2026-06-11\|54.78\|0.42\|53.80\|55.49\|53.40\|118695;2026-06-12\|53.07\|-3.12\|55.95\|56.43\|51.64\|209720;2026-06-15\|55.33\|4.26\|52.21\|55.65\|52.12\|163085;2026-06-16\|57.11\|3.22\|55.59\|59.10\|55.59\|159434;2026-06-17\|58.62\|2.64\|56.51\|58.78\|56.30\|121501;2026-06-18\|58.70\|0.14\|58.91\|59.78\|57.99\|163106;2026-06-22\|60.46\|3.00\|59.88\|62.58\|59.40\|220738;2026-06-23\|61.58\|1.85\|59.88\|62.78\|58.50\|208327;2026-06-24\|61.27\|-0.50\|61.00\|63.75\|60.31\|173497;2026-06-25\|60.45\|-1.34\|61.52\|62.30\|59.80\|161860;2026-06-26\|59.63\|-1.36\|60.00\|63.27\|58.80\|209725;2026-06-29\|62.26\|4.41\|62.00\|64.75\|60.05\|295295;2026-06-30\|68.66\|10.28\|63.90\|68.72\|62.68\|312758;2026-07-01\|64.50\|-6.06\|69.25\|69.27\|63.38\|290122;2026-07-02\|59.77\|-7.33\|63.14\|63.62\|59.50\|246431;2026-07-03\|57.49\|-3.81\|59.69\|60.29\|57.44\|163539;2026-07-06\|57.04\|-0.78\|58.00\|58.49\|55.60\|139814;2026-07-07\|55.98\|-1.86\|56.55\|57.56\|55.16\|199992;2026-07-08\|53.17\|-5.02\|55.75\|55.93\|53.17\|152237;2026-07-09\|54.79\|3.05\|53.17\|54.82\|51.91\|155537;2026-07-10\|50.92\|-7.06\|54.78\|55.50\|50.91\|21882162;2026-07-13\|50.04\|-1.73\|50.70\|51.03\|49.73\|6425433
113475	长鑫存储过会	电子特气+业绩预增+航天制造行业原因： 1、英特尔产能转向服务器导致消费端CPU交付率下滑，英特尔和AMD同时宣布涨价15%。美股英特尔、AMD周三分别上涨11%、7%。 2、美股存储板块在周三再度爆发，主要厂商股价集体刷新历史新高，随着人工智能热潮引发的存储芯片需求激增与供应短缺，全球存储市场正迎来新一轮强劲的“超级周期”。公司原因： 1、据2026年1月20日公告，公司预计2025年净利润2.26-2.56亿元，同比增长51.51%-71.62%，主因产能释放、电力成本下降及毛利率提升。 2、据2025年9月9日机构调研，公司高纯氮、氩等产品已供应士兰微、宁德时代等芯片及新能源龙头，并服务中国工程物理研究院、中国航空工业集团等军工单位。 3、据2025年12月10日互动易，公司产品涵盖的高纯氧气、高纯氮气、高纯氩气及特种气体，是包括航天制造在内的高端精密制造领域不可或缺的“工业血液”。商业航天产业的蓬勃发展，将直接创造对超高纯度气体的稳定需求。	公司主营高纯度气体，产品覆盖高纯氧气、高纯氮气、高纯氩气、医用氧气等，广泛应用于半导体制造、医疗MRI、航天深潜及超导技术等高端领域	2026-03-03\|59.29\|3.10\|57.41\|61.24\|57.16\|45665;2026-03-04\|59.29\|0.00\|59.29\|59.80\|57.80\|22539;2026-03-05\|59.07\|-0.37\|59.86\|60.95\|58.40\|22549;2026-03-06\|58.46\|-1.03\|58.89\|60.28\|58.37\|19564;2026-03-09\|52.20\|-10.71\|57.66\|57.84\|50.84\|52775;2026-03-10\|51.53\|-1.28\|53.11\|53.50\|50.49\|35098;2026-03-11\|49.86\|-3.24\|51.51\|51.51\|49.21\|30368;2026-03-12\|49.00\|-1.72\|50.26\|50.86\|48.71\|22291;2026-03-13\|48.26\|-1.51\|48.63\|49.45\|48.11\|16132;2026-03-16\|48.70\|0.91\|49.00\|49.94\|47.98\|16557;2026-03-17\|47.08\|-3.33\|48.78\|48.86\|47.03\|17590;2026-03-18\|47.46\|0.81\|47.08\|47.68\|46.66\|11982;2026-03-19\|45.09\|-4.99\|47.46\|47.46\|44.84\|18739;2026-03-20\|44.47\|-1.38\|45.41\|46.27\|44.39\|16129;2026-03-23\|41.79\|-6.03\|44.44\|44.44\|41.64\|25567;2026-03-24\|43.52\|4.14\|42.58\|43.70\|41.73\|21035;2026-03-25\|45.25\|3.98\|43.56\|47.05\|43.30\|24357;2026-03-26\|45.74\|1.08\|45.11\|46.46\|44.59\|22272;2026-03-27\|45.60\|-0.31\|44.89\|46.11\|44.49\|15997;2026-03-30\|45.45\|-0.33\|45.60\|45.60\|44.48\|13587;2026-03-31\|44.06\|-3.06\|45.27\|45.80\|44.05\|13403;2026-04-01\|45.64\|3.59\|45.01\|46.40\|45.01\|17738;2026-04-02\|45.02\|-1.36\|45.24\|45.68\|44.60\|10484;2026-04-03\|44.99\|-0.07\|45.28\|45.56\|44.35\|8084;2026-04-07\|44.92\|-0.16\|45.27\|45.80\|44.73\|9530;2026-04-08\|46.90\|4.41\|45.66\|47.35\|45.40\|20489;2026-04-09\|47.20\|0.64\|46.55\|47.58\|46.10\|15074;2026-04-10\|47.33\|0.28\|47.40\|48.39\|46.90\|15686;2026-04-13\|47.00\|-0.70\|47.80\|48.10\|46.10\|14421;2026-04-14\|47.12\|0.26\|47.00\|47.89\|46.85\|12822;2026-04-15\|46.48\|-1.36\|47.26\|47.80\|46.33\|11974;2026-04-16\|46.74\|0.56\|46.10\|47.33\|44.60\|26298;2026-04-17\|50.99\|9.09\|46.98\|51.78\|46.62\|46800;2026-04-20\|50.63\|-0.71\|51.65\|53.77\|50.00\|44432;2026-04-21\|50.04\|-1.17\|49.25\|51.30\|48.71\|28418;2026-04-22\|48.54\|-3.00\|49.99\|50.33\|48.07\|30282;2026-04-23\|47.92\|-1.28\|48.95\|49.20\|47.72\|17715;2026-04-24\|49.08\|2.42\|48.60\|52.98\|48.60\|45445;2026-04-27\|48.38\|-1.43\|49.34\|50.90\|48.31\|32274;2026-04-28\|48.30\|-0.17\|48.00\|49.00\|46.16\|27021;2026-04-29\|47.29\|-2.09\|47.91\|48.18\|46.55\|18434;2026-04-30\|50.70\|7.21\|47.58\|51.95\|47.23\|58241;2026-05-06\|57.22\|12.86\|51.72\|58.49\|50.30\|76998;2026-05-07\|57.40\|0.31\|57.36\|58.18\|55.40\|48793;2026-05-08\|58.31\|1.59\|57.39\|60.32\|57.00\|45171;2026-05-11\|59.81\|2.57\|58.25\|61.38\|58.00\|44478;2026-05-12\|56.80\|-5.03\|63.36\|63.66\|54.30\|62113;2026-05-13\|59.43\|4.63\|56.61\|60.90\|56.36\|43110;2026-05-14\|66.38\|11.69\|60.39\|68.30\|60.39\|78218;2026-05-15\|63.62\|-4.16\|65.70\|67.66\|63.02\|52381;2026-05-18\|62.68\|-1.48\|63.77\|64.89\|61.90\|38650;2026-05-19\|62.65\|-0.05\|62.23\|62.80\|60.40\|27840;2026-05-20\|63.20\|0.88\|62.33\|63.39\|60.60\|34386;2026-05-21\|56.10\|-11.23\|63.10\|63.20\|55.95\|62061;2026-05-22\|56.99\|1.59\|56.56\|57.40\|55.10\|37797;2026-05-25\|58.35\|2.39\|57.57\|63.00\|57.01\|42721;2026-05-26\|58.45\|0.17\|59.39\|60.78\|57.13\|35581;2026-05-27\|56.36\|-3.58\|58.02\|58.73\|56.08\|25090;2026-05-28\|57.82\|2.59\|56.40\|58.31\|55.01\|28130;2026-05-29\|54.08\|-6.47\|57.99\|57.99\|53.00\|29390;2026-06-01\|53.35\|-1.35\|53.76\|54.99\|53.00\|19696;2026-06-02\|53.89\|1.01\|53.27\|54.50\|51.54\|22715;2026-06-03\|54.50\|1.13\|53.08\|55.78\|52.96\|20812;2026-06-04\|61.53\|12.90\|54.00\|63.30\|53.99\|58682;2026-06-05\|62.03\|0.81\|61.25\|63.20\|59.90\|51106;2026-06-08\|58.31\|-6.00\|59.00\|61.11\|58.19\|28773;2026-06-09\|64.38\|10.41\|59.40\|64.99\|56.60\|53385;2026-06-10\|64.63\|0.39\|63.50\|65.55\|61.67\|51510;2026-06-11\|64.73\|0.15\|63.76\|65.00\|62.30\|35894;2026-06-12\|62.09\|-4.08\|64.20\|64.44\|61.70\|38631;2026-06-15\|60.77\|-2.13\|62.25\|62.50\|60.12\|35215;2026-06-16\|61.14\|0.61\|60.80\|61.83\|59.25\|32425;2026-06-17\|60.55\|-0.96\|60.00\|61.61\|59.11\|25173;2026-06-18\|59.25\|-2.15\|60.00\|61.52\|59.00\|29486;2026-06-22\|58.65\|-1.01\|59.14\|60.41\|57.38\|27384;2026-06-23\|60.60\|3.32\|58.62\|60.80\|57.80\|30754;2026-06-24\|59.02\|-1.88\|59.71\|60.15\|55.76\|35356;2026-06-25\|57.01\|-3.41\|58.70\|59.88\|56.52\|25128;2026-06-26\|56.00\|-1.77\|56.55\|57.33\|55.40\|17032;2026-06-29\|56.07\|0.12\|58.83\|59.00\|53.51\|33421;2026-06-30\|57.99\|3.42\|54.75\|58.30\|54.63\|31122;2026-07-01\|60.08\|3.60\|57.57\|63.00\|57.00\|43159;2026-07-02\|60.65\|0.95\|58.11\|62.60\|55.42\|44204;2026-07-03\|56.83\|-6.30\|60.12\|60.45\|56.70\|32540;2026-07-06\|57.24\|0.72\|59.00\|62.00\|56.79\|40683;2026-07-07\|53.65\|-6.27\|56.76\|56.76\|53.51\|26539;2026-07-08\|50.82\|-5.27\|53.66\|55.35\|49.50\|23040;2026-07-09\|51.49\|1.32\|49.80\|52.59\|48.80\|19156;2026-07-10\|51.30\|-0.37\|51.07\|54.37\|51.07\|27855;2026-07-13\|48.94\|-4.60\|50.79\|53.23\|48.62\|14155
113474	长鑫存储过会	涨停揭秘：MOSFET全球领先厂商，长鑫存储扩产带动功率器件需求提升；涨停缘由：公司为全球前五MOSFET厂商，产品广泛用于电源管理、服务器供电等场景；长鑫存储新建产线需大量电源模块及驱动芯片，公司车规级及工业级MOSFET已通过验证并小批量供货；资金逻辑：6月9日主力资金净流入2.1亿元，位列科创板单日净流入前三，融资余额单周增长18%，机构调研频次较上月提升3倍；风险提示：公司2025年毛利率同比下降5.2个百分点，面临国际大厂价格战压力；脑机接口业务尚处早期，未形成收入贡献	全球领先的MOSFET功率器件厂商；公司董事长与中国科学院半导体所研究员共同设立上海东脑智合，专注侵入式脑机接口研发	2026-03-03\|90.42\|-10.44\|102.58\|102.58\|88.80\|74530;2026-03-04\|89.31\|-1.23\|88.00\|92.31\|88.00\|33157;2026-03-05\|89.91\|0.67\|92.02\|93.00\|88.51\|39990;2026-03-06\|91.92\|2.24\|89.00\|95.34\|88.62\|45474;2026-03-09\|88.96\|-3.22\|89.22\|90.08\|84.03\|45175;2026-03-10\|92.48\|3.96\|90.32\|92.50\|89.32\|38093;2026-03-11\|90.11\|-2.56\|92.48\|94.19\|90.09\|32828;2026-03-12\|87.05\|-3.40\|89.99\|91.11\|85.65\|34484;2026-03-13\|85.41\|-1.88\|86.14\|87.30\|84.25\|26224;2026-03-16\|84.52\|-1.04\|85.02\|85.38\|82.15\|32187;2026-03-17\|80.13\|-5.19\|85.55\|85.59\|80.10\|32400;2026-03-18\|81.80\|2.08\|80.98\|81.85\|79.51\|24299;2026-03-19\|77.74\|-4.96\|80.00\|80.32\|76.81\|34844;2026-03-20\|76.02\|-2.21\|79.00\|79.60\|76.02\|29674;2026-03-23\|70.00\|-7.92\|71.35\|76.51\|69.53\|58070;2026-03-24\|74.03\|5.76\|71.90\|74.17\|69.30\|45189;2026-03-25\|74.06\|0.04\|76.00\|77.50\|73.38\|47708;2026-03-26\|71.79\|-3.07\|73.96\|74.29\|71.40\|30253;2026-03-27\|71.25\|-0.75\|70.17\|72.67\|69.86\|27175;2026-03-30\|70.35\|-1.26\|69.65\|70.80\|68.89\|24746;2026-03-31\|68.39\|-2.79\|70.80\|70.80\|68.05\|22517;2026-04-01\|70.11\|2.52\|69.88\|70.88\|69.71\|25671;2026-04-02\|67.78\|-3.32\|70.83\|70.83\|66.87\|31814;2026-04-03\|67.96\|0.27\|68.00\|69.74\|67.42\|18819;2026-04-07\|67.30\|-0.97\|67.80\|68.93\|67.11\|21985;2026-04-08\|73.11\|8.63\|70.28\|73.21\|69.80\|43451;2026-04-09\|72.91\|-0.27\|72.65\|74.90\|71.26\|39788;2026-04-10\|74.02\|1.52\|73.36\|75.57\|73.27\|42756;2026-04-13\|73.24\|-1.05\|72.97\|75.09\|72.80\|31138;2026-04-14\|75.29\|2.80\|74.74\|75.58\|73.85\|36007;2026-04-15\|73.29\|-2.66\|76.66\|76.66\|72.80\|36167;2026-04-16\|74.17\|1.20\|73.02\|74.89\|73.02\|27727;2026-04-17\|74.96\|1.07\|73.70\|75.79\|73.40\|33287;2026-04-20\|74.60\|-0.48\|75.00\|75.94\|73.50\|30619;2026-04-21\|75.11\|0.68\|74.02\|75.88\|72.53\|38871;2026-04-22\|75.96\|1.13\|74.63\|76.08\|74.00\|33973;2026-04-23\|73.05\|-3.83\|76.48\|76.50\|72.20\|44798;2026-04-24\|72.98\|-0.10\|73.15\|74.23\|71.83\|32384;2026-04-27\|74.47\|2.04\|73.16\|75.00\|71.71\|35571;2026-04-28\|71.82\|-3.56\|74.01\|75.39\|71.30\|38635;2026-04-29\|71.95\|0.18\|71.30\|72.54\|69.79\|36284;2026-04-30\|73.46\|2.10\|70.95\|73.88\|69.03\|53811;2026-05-06\|74.90\|1.96\|75.00\|77.55\|74.60\|57367;2026-05-07\|76.00\|1.47\|74.53\|76.22\|74.00\|39443;2026-05-08\|76.78\|1.03\|75.00\|77.73\|74.27\|47166;2026-05-11\|78.99\|2.88\|78.55\|80.36\|77.88\|69764;2026-05-12\|82.80\|4.82\|78.94\|84.14\|76.75\|92832;2026-05-13\|87.88\|6.14\|81.60\|89.88\|79.88\|103628;2026-05-14\|88.99\|1.26\|90.72\|93.70\|88.00\|102100;2026-05-15\|83.26\|-6.44\|87.94\|91.50\|82.20\|104677;2026-05-18\|83.63\|0.44\|81.20\|84.40\|79.68\|60513;2026-05-19\|86.88\|3.89\|82.72\|87.05\|80.10\|70875;2026-05-20\|85.30\|-1.82\|86.01\|87.90\|84.56\|55332;2026-05-21\|77.70\|-8.91\|86.70\|86.99\|77.70\|80527;2026-05-22\|78.79\|1.40\|79.15\|79.65\|76.68\|52223;2026-05-25\|91.25\|15.81\|77.97\|92.00\|74.92\|150589;2026-05-26\|88.50\|-3.01\|89.88\|90.20\|85.18\|101824;2026-05-27\|93.48\|5.63\|87.62\|98.99\|86.44\|147644;2026-05-28\|102.20\|9.33\|91.75\|105.00\|91.40\|144122;2026-05-29\|93.53\|-8.48\|100.04\|102.20\|90.64\|119421;2026-06-01\|84.44\|-9.72\|91.39\|93.60\|84.01\|91478;2026-06-02\|81.80\|-3.13\|84.69\|85.28\|80.12\|72905;2026-06-03\|88.69\|8.42\|83.98\|92.65\|83.00\|98068;2026-06-04\|88.98\|0.33\|87.71\|90.90\|85.99\|65602;2026-06-05\|80.60\|-9.42\|87.00\|87.00\|80.20\|87615;2026-06-08\|71.42\|-11.39\|73.07\|76.32\|70.30\|81351;2026-06-09\|78.89\|10.46\|73.20\|79.53\|72.43\|77511;2026-06-10\|77.42\|-1.86\|77.11\|80.20\|76.73\|52913;2026-06-11\|80.40\|3.85\|76.80\|83.00\|76.70\|52877;2026-06-12\|75.85\|-5.66\|83.92\|84.24\|75.36\|54300;2026-06-15\|87.80\|15.75\|77.85\|87.85\|76.81\|92152;2026-06-16\|88.00\|0.23\|89.18\|90.82\|86.72\|83438;2026-06-17\|95.50\|8.52\|88.00\|98.40\|87.25\|118945;2026-06-18\|93.70\|-1.88\|93.59\|96.23\|92.72\|85341;2026-06-22\|97.50\|4.06\|97.75\|103.10\|94.81\|121109;2026-06-23\|99.28\|1.83\|97.50\|104.40\|94.00\|104621;2026-06-24\|98.44\|-0.85\|98.29\|101.20\|95.00\|92796;2026-06-25\|98.00\|-0.45\|99.96\|100.02\|93.66\|85364;2026-06-26\|92.50\|-5.61\|96.00\|100.49\|91.63\|78665;2026-06-29\|96.65\|4.49\|97.12\|101.99\|90.00\|107851;2026-06-30\|104.93\|8.57\|99.55\|106.76\|95.99\|133921;2026-07-01\|103.38\|-1.48\|107.15\|114.30\|101.94\|130904;2026-07-02\|92.82\|-10.21\|98.02\|102.23\|92.20\|109356;2026-07-03\|86.01\|-7.34\|93.60\|94.98\|85.28\|97042;2026-07-06\|85.17\|-0.98\|86.98\|89.78\|82.88\|80104;2026-07-07\|99.08\|16.33\|88.39\|102.20\|88.39\|193266;2026-07-08\|92.18\|-6.89\|99.00\|101.39\|90.20\|153232;2026-07-09\|96.10\|4.25\|93.65\|96.20\|88.83\|120456;2026-07-10\|88.01\|-8.42\|96.82\|99.80\|87.50\|12812964;2026-07-13\|96.77\|9.95\|87.97\|101.37\|87.57\|10834808
113473	长鑫存储过会	涨停揭秘：12英寸静电卡盘已验证并小规模量产，切入存储芯片晶圆制造前道设备供应链；涨停缘由：半导体设备零部件自主可控加速+存储芯片产能扩张+前道设备国产化率提升+卡盘技术壁垒高；资金逻辑：产业基金与硬科技主题基金联合建仓，融资余额周增幅达22%，资金押注卡位稀缺性；风险提示：前道设备零部件验证周期长、客户导入慢，当前量产规模较小，业绩释放尚需时日	公司12英寸静电卡盘已验证并小规模量产，产品用于存储芯片等晶圆制造前道设备，实现国产替代	2026-03-03\|117.83\|-5.61\|125.76\|128.95\|117.50\|78749;2026-03-04\|115.15\|-2.27\|116.59\|119.99\|113.00\|101127;2026-03-05\|118.50\|2.91\|118.78\|120.20\|116.18\|73634;2026-03-06\|116.99\|-1.27\|117.50\|122.00\|116.76\|45658;2026-03-09\|110.39\|-5.64\|113.09\|114.50\|107.97\|96881;2026-03-10\|122.80\|11.24\|115.00\|124.00\|113.02\|126925;2026-03-11\|117.41\|-4.39\|122.06\|123.78\|116.90\|83232;2026-03-12\|112.10\|-4.52\|117.40\|117.40\|111.00\|59548;2026-03-13\|107.52\|-4.09\|111.00\|112.10\|107.37\|61088;2026-03-16\|108.50\|0.91\|109.50\|111.30\|103.79\|70546;2026-03-17\|102.78\|-5.27\|109.87\|110.00\|102.60\|60929;2026-03-18\|106.71\|3.82\|105.50\|107.90\|103.06\|70631;2026-03-19\|102.98\|-3.50\|105.99\|107.00\|102.30\|59538;2026-03-20\|97.61\|-5.21\|104.00\|104.49\|97.00\|101965;2026-03-23\|92.35\|-5.39\|96.16\|98.00\|90.77\|97025;2026-03-24\|94.94\|2.80\|94.15\|95.00\|89.72\|80260;2026-03-25\|98.99\|4.27\|97.00\|101.95\|96.49\|68119;2026-03-26\|97.83\|-1.17\|98.12\|101.13\|97.22\|38388;2026-03-27\|98.83\|1.02\|96.49\|100.20\|95.80\|47923;2026-03-30\|101.86\|3.07\|97.15\|102.88\|96.22\|67707;2026-03-31\|96.91\|-4.86\|101.86\|102.57\|96.68\|57674;2026-04-01\|97.14\|0.24\|99.78\|100.00\|94.20\|72749;2026-04-02\|91.50\|-5.81\|96.88\|97.10\|90.36\|86812;2026-04-03\|89.54\|-2.14\|91.88\|93.60\|88.91\|53815;2026-04-07\|89.59\|0.06\|92.21\|95.50\|89.39\|94601;2026-04-08\|97.51\|8.84\|93.17\|97.80\|91.95\|107322;2026-04-09\|96.08\|-1.47\|95.60\|99.32\|95.55\|64042;2026-04-10\|94.18\|-1.98\|98.01\|99.49\|93.91\|86697;2026-04-13\|93.03\|-1.22\|94.13\|96.06\|91.16\|81487;2026-04-14\|101.27\|8.86\|95.22\|106.50\|95.22\|179460;2026-04-15\|99.00\|-2.24\|102.45\|104.27\|98.33\|152574;2026-04-16\|99.00\|0.00\|100.00\|100.48\|97.09\|143683;2026-04-17\|103.00\|4.04\|101.00\|105.57\|96.46\|188583;2026-04-20\|100.11\|-2.81\|102.45\|102.86\|99.63\|155908;2026-04-21\|100.77\|0.66\|100.50\|101.77\|97.01\|124062;2026-04-22\|108.88\|8.05\|99.66\|108.99\|99.66\|189833;2026-04-23\|106.70\|-2.00\|110.00\|111.11\|105.52\|176225;2026-04-24\|111.58\|4.57\|106.81\|113.00\|105.23\|171559;2026-04-27\|116.09\|4.04\|111.41\|119.77\|110.60\|177876;2026-04-28\|107.00\|-7.83\|109.29\|113.60\|105.05\|196339;2026-04-29\|105.00\|-1.87\|105.32\|110.44\|104.10\|145849;2026-04-30\|105.18\|0.17\|105.13\|107.54\|102.49\|129834;2026-05-06\|107.55\|2.25\|108.20\|112.60\|107.00\|160165;2026-05-07\|107.50\|-0.05\|108.25\|109.77\|105.97\|132361;2026-05-08\|103.60\|-3.63\|105.01\|107.88\|102.01\|163363;2026-05-11\|112.88\|8.96\|104.03\|115.89\|103.66\|242042;2026-05-12\|112.39\|-0.43\|112.00\|113.88\|110.20\|150460;2026-05-13\|119.87\|6.66\|110.20\|119.99\|108.90\|178564;2026-05-14\|119.05\|-0.68\|120.99\|123.13\|114.80\|204001;2026-05-15\|125.20\|5.17\|120.00\|134.56\|117.20\|248136;2026-05-18\|124.30\|-0.72\|125.19\|130.00\|122.56\|186937;2026-05-19\|120.20\|-3.30\|119.89\|121.38\|113.66\|159667;2026-05-20\|124.60\|3.66\|120.00\|125.00\|119.52\|142974;2026-05-21\|113.88\|-8.60\|128.00\|128.90\|113.80\|161749;2026-05-22\|117.04\|2.77\|113.92\|117.70\|111.00\|106575;2026-05-25\|112.46\|-3.91\|117.04\|117.04\|111.00\|154721;2026-05-26\|103.55\|-7.92\|111.01\|111.34\|99.12\|181366;2026-05-27\|97.50\|-5.84\|103.55\|104.49\|96.67\|138651;2026-05-28\|99.03\|1.57\|97.43\|99.15\|96.01\|115741;2026-05-29\|92.54\|-6.55\|99.22\|99.80\|91.86\|112166;2026-06-01\|89.39\|-3.40\|92.51\|93.88\|89.19\|82176;2026-06-02\|89.37\|-0.02\|89.59\|90.78\|86.86\|83516;2026-06-03\|97.80\|9.56\|89.88\|102.59\|89.00\|185454;2026-06-04\|107.99\|10.42\|96.00\|113.48\|94.75\|252226;2026-06-05\|108.01\|0.02\|107.49\|112.88\|106.20\|187212;2026-06-08\|102.00\|-5.56\|105.86\|109.50\|101.50\|152617;2026-06-09\|113.00\|10.78\|103.46\|113.08\|100.05\|192300;2026-06-10\|106.80\|-5.49\|112.38\|113.70\|105.18\|138920;2026-06-11\|110.10\|3.09\|106.81\|113.72\|106.75\|171620;2026-06-12\|108.55\|-1.41\|117.00\|121.00\|107.50\|256815;2026-06-15\|114.66\|5.63\|114.21\|116.00\|107.00\|188505;2026-06-16\|112.85\|-1.58\|116.72\|118.15\|110.91\|154939;2026-06-17\|124.67\|10.47\|110.50\|125.20\|109.55\|219358;2026-06-18\|121.77\|-2.33\|122.69\|123.70\|118.04\|194191;2026-06-22\|126.32\|3.74\|122.00\|131.77\|121.00\|208603;2026-06-23\|131.93\|4.44\|125.05\|138.74\|125.02\|242372;2026-06-24\|150.60\|14.15\|129.93\|151.58\|129.28\|236681;2026-06-25\|150.42\|-0.12\|157.00\|158.00\|149.00\|168275;2026-06-26\|167.66\|11.46\|148.01\|173.77\|148.01\|214264;2026-06-29\|177.00\|5.57\|170.00\|178.90\|158.50\|259726;2026-06-30\|180.07\|1.73\|180.00\|186.88\|175.00\|173992;2026-07-01\|184.48\|2.45\|178.60\|191.56\|175.86\|180792;2026-07-02\|154.06\|-16.49\|171.45\|176.00\|152.00\|254765;2026-07-03\|150.00\|-2.64\|152.92\|156.30\|146.02\|140930;2026-07-06\|145.90\|-2.73\|151.36\|152.50\|140.37\|120082;2026-07-07\|146.61\|0.49\|144.84\|151.24\|142.06\|98999;2026-07-08\|142.07\|-3.10\|147.77\|148.25\|135.46\|123385;2026-07-09\|156.30\|10.02\|146.40\|157.29\|141.00\|143171;2026-07-10\|145.57\|-6.87\|155.02\|161.56\|145.45\|149570;2026-07-13\|144.72\|-0.58\|148.48\|149.99\|142.60\|76043
113472	长鑫存储过会	涨停揭秘：航空工业集团存储芯片核心供应商，长鑫存储过会强化国产替代逻辑；涨停缘由：公司军用存储控制芯片已批量列装航空工业集团装备体系，长鑫存储过会标志国产存储产业化加速，军工领域对自主可控要求更高，公司有望优先受益于军用存储芯片国产替代进程；资金逻辑：军工电子与国产芯片双主线资金共振，6月9日游资席位合计买入超1.2亿元，龙虎榜显示三家一线游资联手介入；风险提示：公司2025年军品业务占比超85%，民用市场拓展缓慢；野战光通信装备订单受国防预算执行节奏影响较大	1、公司有军用存储控制芯片，已成为航空工业集团存储控制芯片供应商，具备本土化研发、快速响应及定制化服务优势； 2、公司主要军事训练装备品类和特种军事装备，主要产品包括野战光缆、光端机等野战光通信装备，以及信标机、手持终端等搜索器系列装备	2026-03-03\|122.80\|-0.47\|121.11\|124.98\|119.28\|16198;2026-03-04\|127.16\|3.55\|119.99\|128.80\|119.00\|27750;2026-03-05\|124.28\|-2.26\|124.00\|126.50\|124.00\|16152;2026-03-06\|124.49\|0.17\|124.28\|125.68\|124.20\|10750;2026-03-09\|121.78\|-2.18\|125.20\|125.59\|121.78\|12540;2026-03-10\|121.33\|-0.37\|120.00\|121.60\|119.51\|10285;2026-03-11\|119.63\|-1.40\|121.10\|121.50\|119.14\|8212;2026-03-12\|116.93\|-2.26\|120.04\|120.12\|116.50\|9574;2026-03-13\|115.47\|-1.25\|116.80\|117.58\|115.17\|6037;2026-03-16\|117.49\|1.75\|115.50\|118.17\|115.02\|5228;2026-03-17\|115.06\|-2.07\|117.62\|117.87\|115.00\|5915;2026-03-18\|114.80\|-0.23\|115.07\|115.94\|113.61\|4357;2026-03-19\|113.50\|-1.13\|114.00\|114.95\|113.00\|5405;2026-03-20\|112.50\|-0.88\|114.00\|114.06\|112.48\|3836;2026-03-23\|106.00\|-5.78\|114.00\|114.00\|105.00\|8483;2026-03-24\|109.60\|3.40\|112.54\|112.60\|107.02\|6062;2026-03-25\|115.34\|5.24\|109.60\|117.60\|109.00\|11062;2026-03-26\|113.84\|-1.30\|115.10\|115.90\|113.35\|6281;2026-03-27\|113.35\|-0.43\|112.83\|115.89\|111.86\|5874;2026-03-30\|114.73\|1.22\|113.35\|114.99\|112.30\|7854;2026-03-31\|113.43\|-1.13\|114.85\|115.51\|112.74\|7644;2026-04-01\|115.49\|1.82\|114.98\|115.62\|113.02\|7150;2026-04-02\|113.91\|-1.37\|114.99\|115.49\|113.12\|5995;2026-04-03\|111.18\|-2.40\|113.91\|114.47\|111.11\|4124;2026-04-07\|114.10\|2.63\|113.09\|115.87\|110.50\|8608;2026-04-08\|115.08\|0.86\|115.60\|115.90\|114.15\|8196;2026-04-09\|112.55\|-2.20\|115.08\|115.08\|111.70\|7107;2026-04-10\|115.92\|2.99\|114.00\|118.68\|112.54\|13102;2026-04-13\|115.49\|-0.37\|115.51\|116.51\|112.90\|7714;2026-04-14\|127.00\|9.97\|116.29\|127.00\|114.52\|28327;2026-04-15\|127.18\|0.14\|124.00\|130.00\|120.20\|35752;2026-04-16\|124.95\|-1.75\|127.21\|128.00\|122.81\|18061;2026-04-17\|126.52\|1.26\|124.01\|127.40\|123.50\|16775;2026-04-20\|128.26\|1.38\|127.34\|132.63\|124.36\|20924;2026-04-21\|126.97\|-1.01\|128.81\|129.58\|125.66\|11400;2026-04-22\|127.14\|0.13\|125.67\|128.48\|125.67\|8981;2026-04-23\|126.80\|-0.27\|126.56\|128.89\|125.42\|9260;2026-04-24\|133.50\|5.28\|126.11\|136.53\|126.11\|30517;2026-04-27\|127.79\|-4.28\|131.00\|132.00\|125.85\|22317;2026-04-28\|124.21\|-2.80\|127.79\|128.79\|123.68\|12886;2026-04-29\|128.40\|3.37\|124.00\|131.41\|123.88\|14617;2026-04-30\|130.81\|1.88\|128.33\|132.60\|128.33\|10222;2026-05-06\|132.46\|1.26\|131.18\|134.80\|130.85\|11119;2026-05-07\|133.87\|1.06\|132.44\|133.87\|126.70\|22636;2026-05-08\|136.29\|1.81\|132.54\|140.00\|131.15\|24114;2026-05-11\|133.88\|-1.77\|137.88\|140.73\|133.44\|21702;2026-05-12\|131.95\|-1.44\|133.18\|134.79\|129.79\|14223;2026-05-13\|130.05\|-1.44\|131.96\|132.56\|128.01\|13806;2026-05-14\|130.00\|-0.04\|130.33\|133.00\|126.28\|16162;2026-05-15\|130.48\|0.37\|128.97\|132.99\|127.12\|14295;2026-05-18\|126.50\|-3.05\|130.04\|130.90\|125.00\|16643;2026-05-19\|127.63\|0.89\|125.99\|127.89\|125.02\|10586;2026-05-20\|128.78\|0.90\|126.65\|131.18\|126.63\|12285;2026-05-21\|122.30\|-5.03\|128.60\|130.00\|122.00\|17028;2026-05-22\|124.05\|1.43\|122.31\|124.92\|120.63\|8051;2026-05-25\|124.39\|0.27\|125.00\|126.18\|122.10\|9844;2026-05-26\|118.42\|-4.80\|124.00\|124.29\|116.70\|13358;2026-05-27\|115.50\|-2.47\|118.42\|120.63\|114.20\|10731;2026-05-28\|114.21\|-1.12\|115.00\|116.48\|112.51\|7133;2026-05-29\|108.36\|-5.06\|114.74\|116.34\|107.93\|10911;2026-06-01\|108.00\|-0.33\|108.00\|109.99\|105.45\|7549;2026-06-02\|104.24\|-3.48\|108.01\|108.97\|104.17\|7842;2026-06-03\|107.44\|3.07\|104.24\|108.85\|104.24\|10081;2026-06-04\|103.20\|-3.95\|107.00\|107.00\|103.00\|9022;2026-06-05\|101.72\|-1.43\|102.62\|103.80\|100.37\|6192;2026-06-08\|97.10\|-4.54\|97.50\|100.80\|95.80\|7801;2026-06-09\|107.81\|11.03\|100.66\|109.90\|98.40\|15985;2026-06-10\|108.28\|0.44\|107.00\|111.08\|105.00\|12539;2026-06-11\|123.10\|13.69\|115.00\|129.39\|113.40\|31609;2026-06-12\|113.83\|-7.53\|119.10\|122.00\|111.00\|24345;2026-06-15\|111.62\|-1.94\|109.96\|113.00\|108.08\|13717;2026-06-16\|109.18\|-2.19\|111.46\|111.61\|107.42\|12808;2026-06-17\|105.50\|-3.37\|108.43\|108.53\|105.15\|11475;2026-06-18\|104.24\|-1.19\|104.61\|106.50\|102.80\|8389;2026-06-22\|104.10\|-0.13\|104.12\|105.81\|102.00\|8880;2026-06-23\|108.10\|3.84\|104.20\|110.88\|103.68\|13813;2026-06-24\|125.50\|16.10\|107.00\|128.09\|106.68\|38783;2026-06-25\|126.00\|0.40\|122.76\|130.82\|121.02\|34659;2026-06-26\|120.35\|-4.48\|125.29\|128.00\|116.00\|27363;2026-06-29\|120.70\|0.29\|122.65\|123.71\|116.81\|19966;2026-06-30\|132.35\|9.65\|120.81\|138.74\|120.70\|40550;2026-07-01\|145.56\|9.98\|132.03\|147.80\|129.60\|42305;2026-07-02\|137.90\|-5.26\|140.02\|146.29\|137.90\|25117;2026-07-03\|130.68\|-5.24\|137.75\|140.30\|130.00\|24286;2026-07-06\|129.60\|-0.83\|132.49\|138.08\|128.87\|21244;2026-07-07\|126.72\|-2.22\|129.61\|130.34\|122.18\|19298;2026-07-08\|128.95\|1.76\|125.09\|133.53\|125.09\|18486;2026-07-09\|130.19\|0.96\|128.58\|131.30\|127.50\|16657;2026-07-10\|124.80\|-4.14\|130.00\|132.87\|124.65\|22149;2026-07-13\|118.83\|-4.78\|123.46\|125.02\|118.18\|8558
113471	长鑫存储过会	涨停揭秘：刻蚀/薄膜设备核心零部件供应商，长鑫存储扩产拉动精密零部件需求；涨停缘由：公司专注半导体设备关键零部件精密制造，产品已导入北方华创、中微公司供应链；长鑫存储二期产线建设启动，设备采购高峰期将带动上游高精度零部件订单增长；资金逻辑：科创芯片设备细分赛道资金聚焦，6月9日主力净流入1.45亿元，融资余额突破3.8亿元，创历史新高；风险提示：公司2025年营收规模仅2.3亿元，客户集中度高，单一客户收入占比达67%；零部件国产化替代进度受设备厂验证周期制约	公司主营半导体刻蚀和薄膜沉积设备细分领域关键零部件的精密制造	2026-03-03\|61.47\|-7.10\|65.97\|67.16\|61.43\|43353;2026-03-04\|62.00\|0.86\|60.87\|63.15\|60.50\|22899;2026-03-05\|63.50\|2.42\|63.40\|65.46\|62.61\|27778;2026-03-06\|63.20\|-0.47\|62.89\|64.34\|62.89\|15332;2026-03-09\|62.00\|-1.90\|60.92\|62.16\|60.36\|21303;2026-03-10\|65.29\|5.31\|63.50\|65.72\|63.10\|32817;2026-03-11\|64.18\|-1.70\|65.00\|65.70\|63.88\|19144;2026-03-12\|62.86\|-2.06\|63.88\|64.56\|62.35\|21767;2026-03-13\|62.20\|-1.05\|62.38\|63.23\|61.38\|30143;2026-03-16\|62.58\|0.61\|61.77\|62.69\|60.90\|22935;2026-03-17\|60.80\|-2.84\|62.89\|62.90\|60.68\|22148;2026-03-18\|61.82\|1.68\|61.20\|61.87\|60.53\|20372;2026-03-19\|59.77\|-3.32\|60.44\|61.23\|59.60\|21282;2026-03-20\|57.89\|-3.15\|60.21\|60.43\|57.89\|23424;2026-03-23\|55.66\|-3.85\|56.50\|57.72\|55.31\|22538;2026-03-24\|56.96\|2.34\|56.77\|57.26\|55.67\|15886;2026-03-25\|57.68\|1.26\|57.86\|58.39\|57.38\|17241;2026-03-26\|56.15\|-2.65\|57.20\|57.85\|55.30\|12134;2026-03-27\|61.48\|9.49\|58.00\|61.85\|58.00\|66830;2026-03-30\|62.32\|1.37\|59.68\|63.45\|59.68\|45316;2026-03-31\|60.11\|-3.55\|61.52\|61.97\|59.92\|27393;2026-04-01\|61.96\|3.08\|62.00\|62.37\|61.00\|27488;2026-04-02\|59.92\|-3.29\|61.60\|63.25\|59.68\|25718;2026-04-03\|60.60\|1.13\|60.00\|61.60\|59.29\|22142;2026-04-07\|61.24\|1.06\|60.65\|61.87\|60.65\|19126;2026-04-08\|64.10\|4.67\|63.30\|64.11\|62.61\|36906;2026-04-09\|62.53\|-2.45\|63.30\|64.26\|62.36\|28445;2026-04-10\|62.40\|-0.21\|63.30\|63.80\|62.27\|31894;2026-04-13\|61.74\|-1.06\|61.89\|62.25\|61.42\|21229;2026-04-14\|64.23\|4.03\|62.96\|65.11\|62.40\|42315;2026-04-15\|63.93\|-0.47\|64.26\|65.13\|63.80\|29315;2026-04-16\|64.60\|1.05\|65.00\|65.33\|64.00\|23193;2026-04-17\|64.87\|0.42\|64.68\|65.96\|63.90\|29122;2026-04-20\|65.46\|0.91\|64.61\|65.95\|64.22\|30968;2026-04-21\|65.10\|-0.55\|65.47\|65.58\|63.90\|27578;2026-04-22\|66.43\|2.04\|65.10\|66.80\|64.52\|39986;2026-04-23\|64.61\|-2.74\|65.80\|67.16\|64.01\|33307;2026-04-24\|64.76\|0.23\|64.36\|66.33\|64.36\|33165;2026-04-27\|67.45\|4.15\|65.50\|69.16\|64.96\|51773;2026-04-28\|65.58\|-2.77\|66.66\|68.56\|65.22\|39659;2026-04-29\|64.88\|-1.07\|65.01\|65.50\|62.47\|37485;2026-04-30\|66.67\|2.76\|64.89\|67.38\|64.18\|55239;2026-05-06\|67.17\|0.75\|67.50\|68.96\|66.82\|50535;2026-05-07\|67.58\|0.61\|67.30\|67.99\|66.18\|34864;2026-05-08\|68.00\|0.62\|67.08\|68.68\|66.09\|47495;2026-05-11\|69.57\|2.31\|68.99\|70.50\|68.01\|54304;2026-05-12\|70.50\|1.34\|69.20\|72.13\|67.55\|55583;2026-05-13\|71.31\|1.15\|69.50\|72.98\|68.66\|63826;2026-05-14\|72.97\|2.33\|72.25\|75.36\|68.85\|111964;2026-05-15\|77.76\|6.56\|73.21\|80.61\|71.88\|156849;2026-05-18\|77.01\|-0.96\|79.10\|81.20\|75.50\|119756;2026-05-19\|81.38\|5.67\|75.05\|81.88\|74.51\|115944;2026-05-20\|84.49\|3.82\|82.30\|85.88\|80.50\|109089;2026-05-21\|76.90\|-8.98\|83.66\|84.60\|76.40\|131818;2026-05-22\|80.35\|4.49\|78.00\|80.75\|75.56\|98635;2026-05-25\|79.73\|-0.77\|79.18\|81.79\|76.22\|102921;2026-05-26\|75.95\|-4.74\|79.45\|79.45\|74.00\|82134;2026-05-27\|70.89\|-6.66\|74.87\|76.88\|70.30\|90576;2026-05-28\|72.54\|2.47\|70.43\|73.55\|69.90\|52183;2026-05-29\|67.80\|-6.53\|72.49\|72.80\|66.97\|60124;2026-06-01\|66.92\|-1.30\|68.94\|69.70\|66.22\|50369;2026-06-02\|65.90\|-1.52\|67.00\|67.50\|64.30\|42236;2026-06-03\|68.46\|3.88\|66.58\|71.33\|65.91\|56471;2026-06-04\|72.33\|5.65\|67.96\|73.66\|67.28\|75953;2026-06-05\|74.20\|2.59\|71.69\|77.80\|70.40\|83120;2026-06-08\|69.92\|-5.77\|71.00\|72.88\|68.38\|55057;2026-06-09\|77.84\|11.33\|71.31\|78.49\|70.55\|92080;2026-06-10\|77.04\|-1.03\|76.80\|80.13\|76.00\|62528;2026-06-11\|82.77\|7.44\|77.39\|83.80\|77.39\|85437;2026-06-12\|83.90\|1.37\|87.00\|88.88\|81.88\|131382;2026-06-15\|84.00\|0.12\|83.07\|85.50\|80.89\|87222;2026-06-16\|84.70\|0.83\|83.60\|85.64\|82.02\|71663;2026-06-17\|88.49\|4.47\|83.00\|88.56\|82.58\|78892;2026-06-18\|86.93\|-1.76\|87.61\|89.47\|85.92\|65865;2026-06-22\|85.25\|-1.93\|88.90\|88.90\|83.24\|57349;2026-06-23\|86.85\|1.88\|85.08\|88.70\|83.47\|51602;2026-06-24\|90.64\|4.36\|85.99\|92.99\|84.60\|77391;2026-06-25\|92.47\|2.02\|92.00\|95.20\|89.55\|74431;2026-06-26\|99.00\|7.06\|91.34\|101.00\|90.61\|98653;2026-06-29\|104.15\|5.20\|100.44\|104.88\|93.00\|122657;2026-06-30\|104.02\|-0.12\|103.11\|105.00\|98.02\|106241;2026-07-01\|103.53\|-0.47\|103.99\|112.88\|101.60\|123099;2026-07-02\|97.67\|-5.66\|98.23\|111.68\|96.90\|125087;2026-07-03\|100.00\|2.39\|95.80\|108.00\|95.80\|139486;2026-07-06\|98.12\|-1.88\|100.17\|102.82\|91.61\|110396;2026-07-07\|113.05\|15.22\|97.97\|115.85\|94.09\|128472;2026-07-08\|113.47\|0.37\|113.80\|117.89\|106.28\|102334;2026-07-09\|116.90\|3.02\|113.95\|118.75\|107.90\|114989;2026-07-10\|101.85\|-12.87\|123.00\|130.00\|101.85\|15361613;2026-07-13\|101.32\|-0.52\|99.62\|104.58\|99.62\|5410926
113470	长鑫存储过会	射频前端芯片+5G射频+三星订单+Phase8L量产 1、据2026年4月29日年报，公司Phase8L全集成L-PAMiD模组已在三星等头部品牌高端旗舰机型规模量产，预计2026年出货量继续增加。 2、据2026年5月6日投资者活动记录表，2026年一季度5G模组收入占比升至约70%，海外安卓客户订单同步放量，推动营收同比增56.87%。 3、据2026年4月29日年报，公司射频前端模组已批量应用于三星、vivo、小米、OPPO、荣耀等国内外头部智能手机及一线ODM厂商，产品覆盖2G-5G全频段。 4、公司是一家为智能手机、物联网等领域提供射频前端芯片的设计公司，主营业务为射频前端芯片及模组的研发、设计和销售。	公司是一家为智能手机、物联网等领域提供射频前端的芯片设计公司，主营业务为射频前端芯片及模组的研发、设计和销售	2026-03-03\|11.46\|-8.03\|12.47\|12.57\|11.40\|143558;2026-03-04\|11.12\|-2.97\|11.30\|11.53\|10.98\|114309;2026-03-05\|11.53\|3.69\|11.40\|11.84\|11.40\|113433;2026-03-06\|11.56\|0.26\|11.52\|11.70\|11.45\|75329;2026-03-09\|11.69\|1.12\|11.42\|11.72\|11.02\|116322;2026-03-10\|12.70\|8.64\|11.87\|13.00\|11.78\|225623;2026-03-11\|12.82\|0.94\|12.84\|13.45\|12.71\|233176;2026-03-12\|12.47\|-2.73\|12.87\|12.87\|12.31\|143423;2026-03-13\|12.18\|-2.33\|12.30\|12.65\|12.12\|108993;2026-03-16\|12.59\|3.37\|12.08\|12.60\|11.95\|136166;2026-03-17\|12.16\|-3.42\|12.66\|12.72\|12.12\|101346;2026-03-18\|12.44\|2.30\|12.05\|12.52\|12.01\|130216;2026-03-19\|12.02\|-3.38\|12.24\|12.38\|11.95\|102479;2026-03-20\|11.77\|-2.08\|12.10\|12.49\|11.74\|144541;2026-03-23\|11.00\|-6.54\|11.33\|11.78\|10.89\|187047;2026-03-24\|11.48\|4.36\|11.24\|11.51\|10.79\|160211;2026-03-25\|11.85\|3.22\|11.58\|12.15\|11.55\|148192;2026-03-26\|11.13\|-6.08\|11.80\|11.85\|11.08\|132301;2026-03-27\|11.91\|7.01\|10.90\|12.12\|10.89\|225243;2026-03-30\|11.76\|-1.26\|11.81\|11.92\|11.51\|110317;2026-03-31\|11.35\|-3.49\|11.79\|11.90\|11.32\|87233;2026-04-01\|11.84\|4.32\|11.70\|12.13\|11.49\|145756;2026-04-02\|11.70\|-1.18\|11.83\|11.95\|11.56\|105961;2026-04-03\|11.35\|-2.99\|11.65\|11.83\|11.30\|94385;2026-04-07\|11.51\|1.41\|11.46\|11.70\|11.36\|73750;2026-04-08\|12.42\|7.91\|11.94\|12.45\|11.86\|138065;2026-04-09\|12.26\|-1.29\|12.24\|12.38\|12.15\|110547;2026-04-10\|12.29\|0.24\|12.21\|12.55\|12.21\|85856;2026-04-13\|12.65\|2.93\|12.29\|12.94\|12.21\|148295;2026-04-14\|12.83\|1.42\|12.77\|13.00\|12.64\|126285;2026-04-15\|12.76\|-0.55\|12.90\|13.18\|12.76\|131771;2026-04-16\|12.76\|0.00\|12.75\|12.86\|12.56\|88993;2026-04-17\|12.88\|0.94\|12.82\|13.05\|12.65\|84207;2026-04-20\|12.66\|-1.71\|12.90\|12.94\|12.64\|87006;2026-04-21\|12.67\|0.08\|12.69\|12.75\|12.34\|93315;2026-04-22\|12.81\|1.10\|12.53\|13.03\|12.53\|99219;2026-04-23\|12.46\|-2.73\|12.81\|12.93\|12.26\|112518;2026-04-24\|12.57\|0.88\|12.45\|12.73\|12.29\|95662;2026-04-27\|12.70\|1.03\|12.57\|12.80\|12.46\|82307;2026-04-28\|12.32\|-2.99\|12.65\|12.79\|12.22\|87707;2026-04-29\|12.00\|-2.60\|11.81\|12.20\|11.57\|155082;2026-04-30\|12.68\|5.67\|11.99\|12.83\|11.87\|134052;2026-05-06\|13.04\|2.84\|13.00\|13.24\|12.86\|185967;2026-05-07\|13.28\|1.84\|13.13\|13.35\|12.95\|164269;2026-05-08\|13.20\|-0.60\|13.11\|13.23\|12.95\|102423;2026-05-11\|13.63\|3.26\|13.38\|13.66\|13.23\|194720;2026-05-12\|13.52\|-0.81\|13.60\|13.77\|13.34\|141375;2026-05-13\|13.54\|0.15\|13.30\|13.70\|13.22\|140520;2026-05-14\|15.18\|12.11\|13.66\|15.88\|13.48\|466041;2026-05-15\|15.46\|1.84\|14.86\|16.68\|14.83\|536443;2026-05-18\|15.01\|-2.91\|15.01\|15.43\|14.61\|317197;2026-05-19\|15.20\|1.27\|15.01\|15.28\|14.46\|260614;2026-05-20\|15.36\|1.05\|15.22\|15.98\|15.20\|255798;2026-05-21\|14.06\|-8.46\|15.36\|15.57\|13.88\|295142;2026-05-22\|16.87\|19.99\|14.06\|16.87\|13.99\|515214;2026-05-25\|16.53\|-2.02\|17.74\|17.89\|16.03\|490682;2026-05-26\|15.65\|-5.32\|16.37\|16.60\|15.28\|318817;2026-05-27\|15.01\|-4.09\|15.76\|16.22\|14.88\|357351;2026-05-28\|15.26\|1.67\|15.23\|15.33\|14.58\|280710;2026-05-29\|13.84\|-9.31\|15.23\|15.30\|13.70\|345373;2026-06-01\|13.37\|-3.40\|13.70\|14.01\|13.31\|210472;2026-06-02\|13.21\|-1.20\|13.29\|13.57\|13.00\|173533;2026-06-03\|13.44\|1.74\|13.33\|13.75\|13.15\|182482;2026-06-04\|13.39\|-0.37\|13.15\|13.69\|13.10\|155225;2026-06-05\|13.20\|-1.42\|13.50\|13.64\|12.58\|184937;2026-06-08\|12.38\|-6.21\|12.69\|12.99\|12.13\|188351;2026-06-09\|13.79\|11.39\|12.68\|13.90\|12.44\|262940;2026-06-10\|13.26\|-3.84\|13.45\|13.75\|13.09\|169114;2026-06-11\|13.71\|3.39\|13.18\|13.93\|13.09\|225971;2026-06-12\|13.30\|-2.99\|13.98\|14.47\|13.16\|238018;2026-06-15\|13.98\|5.11\|13.39\|13.99\|13.17\|196787;2026-06-16\|14.38\|2.86\|13.90\|14.43\|13.77\|213629;2026-06-17\|14.46\|0.56\|14.11\|14.49\|14.06\|210008;2026-06-18\|15.23\|5.33\|14.44\|15.46\|14.32\|285366;2026-06-22\|14.89\|-2.23\|15.30\|15.34\|14.23\|248133;2026-06-23\|15.20\|2.08\|14.63\|15.44\|14.40\|244153;2026-06-24\|14.97\|-1.51\|14.97\|15.20\|14.53\|204168;2026-06-25\|14.80\|-1.14\|15.08\|15.35\|14.56\|190491;2026-06-26\|14.41\|-2.64\|14.57\|14.90\|14.00\|203080;2026-06-29\|14.54\|0.90\|14.45\|14.79\|13.52\|241249;2026-06-30\|15.97\|9.83\|14.40\|16.03\|14.16\|309765;2026-07-01\|15.84\|-0.81\|16.26\|16.47\|15.69\|254588;2026-07-02\|15.38\|-2.90\|15.31\|16.37\|14.97\|242240;2026-07-03\|14.60\|-5.07\|15.38\|15.60\|14.57\|213473;2026-07-06\|15.58\|6.71\|14.80\|15.98\|14.37\|268675;2026-07-07\|15.85\|1.73\|15.73\|16.42\|15.25\|229631;2026-07-08\|15.61\|-1.51\|15.80\|16.08\|14.77\|203816;2026-07-09\|16.09\|3.08\|15.80\|16.15\|15.26\|226073;2026-07-10\|15.33\|-4.72\|16.00\|16.60\|15.27\|25888616;2026-07-13\|14.86\|-3.07\|15.30\|15.66\|14.75\|12484887
113469	长鑫存储过会	洁净室龙头+空气净化产品+一季报增长行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年6月12日投资者关系活动记录表，公司目前在国内半导体洁净室领域位于行业前列，市场占有率在30%，先进制程、HBM、先进封装等新技术对洁净室洁净等级要求更高，竞争格局更加集中。 2、据2026年一季报及2026年6月12日投资者关系活动记录表，公司2026年一季度实现营业收入4.58亿元，同比增长44.52%；目前公司在手订单依旧饱满，大约可以覆盖6-9个月的产能。 3、公司是国内洁净室设备领军企业，主营业务为空气净化产品，主要产品包含风机过滤单元及过滤器等，客户覆盖国内外知名半导体龙头厂商，具备半导体洁净室全方位解决方案能力。	公司为半导体行业提供国际最高洁净等级标准（ISO Class 1 级）洁净环境提供EFU（超薄型设备端自带风机过滤机组）及ULPA（超高效过滤器）等产品	2026-03-03\|60.01\|-5.94\|63.53\|64.56\|60.00\|27176;2026-03-04\|59.16\|-1.42\|59.49\|60.78\|58.77\|16816;2026-03-05\|59.65\|0.83\|60.58\|61.39\|59.02\|14016;2026-03-06\|59.00\|-1.09\|59.10\|60.50\|58.79\|10391;2026-03-09\|57.41\|-2.69\|57.28\|57.96\|53.81\|33201;2026-03-10\|59.31\|3.31\|57.50\|60.28\|57.50\|18392;2026-03-11\|57.69\|-2.73\|59.99\|60.22\|56.96\|16555;2026-03-12\|55.94\|-3.03\|57.70\|58.30\|55.20\|17149;2026-03-13\|56.76\|1.47\|55.89\|58.96\|55.23\|21894;2026-03-16\|59.55\|4.92\|56.76\|59.69\|56.31\|26866;2026-03-17\|61.45\|3.19\|59.72\|64.31\|58.80\|43435;2026-03-18\|61.09\|-0.59\|61.50\|62.20\|57.86\|29461;2026-03-19\|62.49\|2.29\|59.00\|63.99\|58.78\|31985;2026-03-20\|64.73\|3.58\|62.59\|66.66\|61.04\|36203;2026-03-23\|59.26\|-8.45\|60.73\|64.69\|58.50\|38696;2026-03-24\|61.00\|2.94\|60.20\|63.50\|58.24\|28789;2026-03-25\|62.81\|2.97\|62.23\|66.64\|62.15\|29088;2026-03-26\|59.48\|-5.30\|62.34\|62.79\|59.01\|25762;2026-03-27\|60.27\|1.33\|57.99\|61.00\|56.91\|17034;2026-03-30\|61.12\|1.41\|59.21\|62.40\|58.68\|17816;2026-03-31\|58.10\|-4.94\|60.90\|61.18\|57.71\|19447;2026-04-01\|63.59\|9.45\|59.56\|64.00\|59.10\|23836;2026-04-02\|60.38\|-5.05\|62.32\|63.28\|60.35\|15701;2026-04-03\|62.20\|3.01\|60.87\|63.98\|60.72\|23818;2026-04-07\|61.46\|-1.19\|63.30\|64.16\|60.30\|19010;2026-04-08\|65.84\|7.13\|63.28\|66.49\|62.55\|29203;2026-04-09\|68.81\|4.51\|65.15\|71.10\|65.00\|34338;2026-04-10\|69.09\|0.41\|69.50\|71.09\|66.77\|35555;2026-04-13\|71.00\|2.76\|69.01\|73.00\|68.69\|30007;2026-04-14\|70.66\|-0.48\|70.23\|73.17\|70.10\|34643;2026-04-15\|73.30\|3.74\|70.70\|74.57\|69.07\|33335;2026-04-16\|74.65\|1.84\|73.14\|75.28\|72.39\|25874;2026-04-17\|74.37\|-0.38\|73.66\|76.90\|72.55\|18465;2026-04-20\|71.59\|-3.74\|74.00\|74.34\|70.90\|30078;2026-04-21\|71.67\|0.11\|73.02\|73.44\|71.03\|15432;2026-04-22\|71.96\|0.40\|71.33\|73.00\|70.30\|19559;2026-04-23\|69.40\|-3.56\|72.66\|72.90\|68.10\|30527;2026-04-24\|70.44\|1.50\|67.80\|71.30\|67.80\|18004;2026-04-27\|64.65\|-8.22\|69.80\|71.98\|61.90\|63894;2026-04-28\|68.70\|6.26\|65.56\|71.36\|65.12\|48363;2026-04-29\|69.69\|1.44\|69.49\|72.16\|67.60\|24731;2026-04-30\|70.18\|0.70\|69.65\|71.37\|68.03\|23395;2026-05-06\|71.70\|2.17\|72.00\|73.10\|70.10\|29124;2026-05-07\|72.38\|0.95\|71.90\|73.20\|70.19\|20216;2026-05-08\|70.22\|-2.98\|71.00\|72.95\|69.74\|26270;2026-05-11\|75.05\|6.88\|71.49\|75.90\|71.05\|33078;2026-05-12\|76.80\|2.33\|74.52\|77.17\|72.82\|40861;2026-05-13\|76.23\|-0.74\|75.66\|77.26\|73.50\|29057;2026-05-14\|76.25\|0.03\|76.22\|79.54\|73.33\|38063;2026-05-15\|78.83\|3.38\|77.78\|81.47\|76.00\|41343;2026-05-18\|78.80\|-0.04\|82.00\|82.27\|77.25\|35111;2026-05-19\|85.50\|8.50\|78.53\|85.86\|77.20\|51275;2026-05-20\|83.46\|-2.39\|84.66\|85.00\|82.01\|37256;2026-05-21\|76.59\|-8.23\|83.01\|84.79\|76.01\|40625;2026-05-22\|81.08\|5.86\|77.64\|82.16\|75.00\|40880;2026-05-25\|82.24\|1.43\|83.68\|83.68\|79.56\|22919;2026-05-26\|78.49\|-4.56\|81.20\|83.68\|76.00\|21546;2026-05-27\|74.85\|-4.64\|77.64\|79.20\|74.10\|20925;2026-05-28\|75.00\|0.20\|74.18\|75.84\|73.52\|14212;2026-05-29\|69.72\|-7.04\|74.90\|74.90\|68.50\|25295;2026-06-01\|67.94\|-2.55\|69.72\|70.38\|67.33\|18831;2026-06-02\|67.71\|-0.34\|67.94\|68.84\|65.90\|19371;2026-06-03\|67.51\|-0.30\|67.76\|70.31\|66.86\|14998;2026-06-04\|70.30\|4.13\|66.33\|71.00\|66.01\|16132;2026-06-05\|69.34\|-1.37\|70.00\|70.80\|68.69\|14243;2026-06-08\|66.21\|-4.51\|66.00\|68.65\|65.23\|11825;2026-06-09\|73.88\|11.58\|67.99\|74.88\|66.50\|29414;2026-06-10\|72.60\|-1.73\|73.58\|77.18\|71.68\|23366;2026-06-11\|77.54\|6.80\|71.87\|82.17\|71.77\|42578;2026-06-12\|71.98\|-7.17\|79.90\|80.28\|71.55\|41361;2026-06-15\|78.00\|8.36\|72.55\|80.70\|72.00\|44233;2026-06-16\|80.15\|2.76\|78.20\|82.96\|76.10\|56053;2026-06-17\|83.74\|4.48\|78.92\|84.50\|78.17\|35707;2026-06-18\|78.73\|-5.98\|82.91\|83.16\|77.53\|38767;2026-06-22\|78.88\|0.19\|80.73\|83.60\|77.60\|34579;2026-06-23\|79.66\|1.18\|79.00\|82.44\|75.80\|33452;2026-06-24\|84.60\|6.20\|78.19\|86.63\|76.52\|37304;2026-06-25\|101.52\|20.00\|94.35\|101.52\|91.28\|80384;2026-06-26\|106.10\|4.51\|97.80\|111.11\|96.60\|113437;2026-06-29\|119.99\|13.09\|107.97\|127.32\|107.97\|114857;2026-06-30\|116.30\|-3.08\|118.80\|119.81\|109.30\|92739;2026-07-01\|112.58\|-3.20\|114.35\|125.23\|110.10\|87279;2026-07-02\|102.68\|-8.79\|103.00\|109.50\|99.90\|63727;2026-07-03\|98.21\|-4.35\|101.00\|103.99\|95.05\|58078;2026-07-06\|96.50\|-1.74\|101.10\|101.60\|93.32\|44120;2026-07-07\|94.04\|-2.55\|96.32\|97.79\|92.05\|39461;2026-07-08\|93.00\|-1.11\|95.99\|97.34\|88.01\|39894;2026-07-09\|98.70\|6.13\|95.52\|99.50\|92.50\|53104;2026-07-10\|96.57\|-2.16\|102.82\|111.90\|96.51\|7647980;2026-07-13\|90.55\|-6.23\|93.07\|98.60\|89.92\|4679866
113468	长鑫存储过会	涨停揭秘：Low-α球形氧化铝送样HBM客户，长鑫存储过会加速先进封装材料国产替代；涨停缘由：公司高端芯片封装用Low-α射线球形氧化铝已完成型号扩充，正向日韩及国内HBM产业链重点客户送样验证；长鑫存储过会推动HBM需求升温，氧化铝作为热界面材料关键组分迎来增量空间；资金逻辑：先进封装材料主题资金活跃，6月9日主力净流入8600万元，融资余额周增幅达15.6%，机构调研热度显著上升；风险提示：当前送样验证处于项目早期阶段，尚未形成批量订单；勃姆石在固态电池应用尚处实验室研究阶段，产业化周期较长	1、公司高端芯片封装用Low-α射线球形氧化铝产品已完成型号品类扩充与完善，向日韩及国内HBM产业链重点客户持续送样验证，当前处于项目早期阶段； 2、公司的勃姆石产品已经应用于半固态锂电池，在全固态电池的电解质材料领域，公司在配合客户开展关于陶瓷材料应用的前沿研究。	2026-03-03\|29.88\|-3.14\|30.94\|31.66\|29.85\|67807;2026-03-04\|29.33\|-1.84\|29.29\|30.11\|29.20\|41143;2026-03-05\|29.33\|0.00\|29.85\|30.21\|28.70\|48102;2026-03-06\|29.78\|1.53\|29.33\|30.20\|28.80\|41259;2026-03-09\|29.34\|-1.48\|28.70\|29.86\|28.39\|62149;2026-03-10\|31.95\|8.90\|30.10\|32.60\|29.90\|110095;2026-03-11\|33.25\|4.07\|32.05\|34.51\|31.78\|146112;2026-03-12\|32.84\|-1.23\|32.71\|34.50\|32.60\|89097;2026-03-13\|31.90\|-2.86\|32.47\|32.80\|31.72\|67201;2026-03-16\|32.59\|2.16\|31.50\|32.60\|30.70\|67012;2026-03-17\|29.06\|-10.83\|32.79\|32.87\|29.06\|116876;2026-03-18\|29.25\|0.65\|29.19\|29.29\|28.30\|61400;2026-03-19\|28.13\|-3.83\|28.49\|28.96\|28.00\|58715;2026-03-20\|26.92\|-4.30\|28.45\|28.75\|26.81\|67934;2026-03-23\|26.01\|-3.38\|26.74\|27.09\|25.70\|59692;2026-03-24\|26.98\|3.73\|26.52\|27.08\|24.91\|59442;2026-03-25\|27.32\|1.26\|27.00\|27.39\|26.71\|42406;2026-03-26\|26.65\|-2.45\|27.08\|27.61\|26.53\|35957;2026-03-27\|26.90\|0.94\|26.35\|27.24\|26.26\|31610;2026-03-30\|26.63\|-1.00\|26.58\|26.76\|26.04\|24583;2026-03-31\|25.71\|-3.45\|26.48\|26.80\|25.71\|29305;2026-04-01\|26.49\|3.03\|26.50\|26.76\|26.19\|24102;2026-04-02\|25.77\|-2.72\|26.49\|26.51\|25.54\|22395;2026-04-03\|25.57\|-0.78\|25.73\|25.95\|25.19\|17889;2026-04-07\|26.02\|1.76\|25.25\|26.38\|25.25\|22973;2026-04-08\|27.42\|5.38\|26.75\|27.53\|26.50\|38032;2026-04-09\|26.95\|-1.71\|27.29\|27.41\|26.90\|22220;2026-04-10\|27.28\|1.22\|27.19\|27.85\|27.17\|30605;2026-04-13\|27.64\|1.32\|26.94\|27.73\|26.94\|32289;2026-04-14\|29.43\|6.48\|28.96\|30.59\|28.66\|109131;2026-04-15\|29.73\|1.02\|30.04\|31.30\|29.72\|96689;2026-04-16\|29.65\|-0.27\|29.99\|30.04\|29.32\|46966;2026-04-17\|29.60\|-0.17\|29.30\|29.80\|29.10\|40944;2026-04-20\|29.12\|-1.62\|29.47\|29.86\|28.92\|49694;2026-04-21\|29.20\|0.27\|29.40\|29.41\|28.53\|36724;2026-04-22\|29.35\|0.51\|28.88\|29.60\|28.88\|33069;2026-04-23\|28.46\|-3.03\|29.73\|29.73\|28.28\|40974;2026-04-24\|28.88\|1.48\|28.30\|29.46\|28.30\|42950;2026-04-27\|29.40\|1.80\|28.67\|29.63\|28.67\|33972;2026-04-28\|28.59\|-2.76\|29.10\|29.25\|28.30\|34643;2026-04-29\|29.15\|1.96\|28.37\|29.28\|28.20\|37513;2026-04-30\|29.90\|2.57\|30.35\|31.08\|29.71\|85910;2026-05-06\|31.60\|5.69\|30.16\|31.88\|30.16\|104311;2026-05-07\|32.85\|3.96\|31.60\|33.05\|31.44\|80193;2026-05-08\|32.30\|-1.67\|32.75\|33.17\|32.20\|64677;2026-05-11\|33.42\|3.47\|32.48\|33.45\|32.06\|69493;2026-05-12\|34.02\|1.80\|33.50\|34.64\|32.90\|84566;2026-05-13\|36.53\|7.38\|33.65\|37.19\|33.32\|166606;2026-05-14\|36.60\|0.19\|36.99\|38.25\|36.48\|126547;2026-05-15\|36.60\|0.00\|36.61\|38.50\|36.26\|111504;2026-05-18\|38.26\|4.54\|36.55\|38.40\|35.97\|120321;2026-05-19\|37.25\|-2.64\|37.39\|38.00\|36.06\|89499;2026-05-20\|37.07\|-0.48\|36.30\|37.14\|36.02\|78913;2026-05-21\|34.30\|-7.47\|37.10\|38.13\|34.30\|110672;2026-05-22\|36.18\|5.48\|35.02\|36.38\|34.51\|74137;2026-05-25\|36.21\|0.08\|36.28\|37.46\|35.41\|71861;2026-05-26\|35.95\|-0.72\|36.45\|36.70\|34.38\|75812;2026-05-27\|35.25\|-1.95\|36.67\|37.73\|34.90\|67545;2026-05-28\|38.18\|8.31\|35.02\|38.98\|34.49\|145812;2026-05-29\|36.53\|-4.32\|39.02\|40.00\|36.13\|138486;2026-06-01\|35.80\|-2.00\|35.60\|37.68\|35.60\|98912;2026-06-02\|38.37\|7.18\|35.08\|38.76\|35.00\|135460;2026-06-03\|37.05\|-3.44\|38.50\|38.60\|36.30\|117046;2026-06-04\|37.55\|1.35\|36.60\|38.15\|35.88\|102539;2026-06-05\|36.25\|-3.46\|36.56\|37.59\|34.26\|120343;2026-06-08\|35.08\|-3.23\|34.31\|37.08\|33.83\|101791;2026-06-09\|39.22\|11.80\|35.50\|39.69\|35.50\|149407;2026-06-10\|38.86\|-0.92\|38.32\|40.58\|37.84\|137131;2026-06-11\|40.42\|4.01\|38.43\|40.88\|37.90\|201558;2026-06-12\|39.20\|-3.02\|41.56\|43.98\|39.05\|257386;2026-06-15\|42.08\|7.35\|39.80\|42.08\|37.25\|181428;2026-06-16\|40.75\|-2.93\|40.99\|42.11\|39.30\|170682;2026-06-17\|42.67\|4.71\|40.02\|44.41\|39.89\|206948;2026-06-18\|44.90\|5.23\|42.03\|46.45\|41.78\|215812;2026-06-22\|46.20\|2.90\|46.40\|48.25\|43.77\|259418;2026-06-23\|41.16\|-10.91\|46.00\|46.00\|40.68\|248587;2026-06-24\|39.72\|-3.50\|40.99\|41.51\|38.70\|197893;2026-06-25\|41.99\|5.71\|41.00\|42.80\|39.09\|208332;2026-06-26\|38.90\|-7.36\|40.84\|41.88\|38.68\|184112;2026-06-29\|38.34\|-1.44\|39.67\|42.44\|36.26\|213291;2026-06-30\|41.35\|7.85\|38.56\|41.41\|37.20\|194153;2026-07-01\|41.00\|-0.85\|42.35\|43.77\|40.62\|183152;2026-07-02\|41.10\|0.24\|39.27\|42.94\|38.88\|174607;2026-07-03\|38.88\|-5.40\|41.10\|42.21\|38.88\|135822;2026-07-06\|42.00\|8.02\|38.88\|43.30\|38.58\|234204;2026-07-07\|42.70\|1.67\|41.50\|43.70\|40.60\|165412;2026-07-08\|37.99\|-11.03\|42.39\|42.69\|36.58\|179413;2026-07-09\|43.15\|13.58\|37.91\|43.80\|36.37\|194007;2026-07-10\|41.50\|-3.82\|44.13\|46.00\|41.50\|19738300;2026-07-13\|39.84\|-4.00\|40.88\|42.53\|39.42\|8434596
113467	长鑫存储过会	可转债发行+AI算力电源+芯片 1、据2026年6月16日公告，公司拟向不特定对象发行可转换公司债券，募集资金投向包括面向AI算力与数据中心的高压大电流DC-DC电源芯片、多相电源管理芯片等项目，产品可为GPU、AI加速芯片及智算中心供电。 2、据2026年6月11日互动易，在AI数据中心领域，公司正积极开发高性能多相控制器、DrMOS及大电流DC-DC等产品；公司已布局驱动控制器及模块电源等产品，用于高性能计算二次电源及AI光互联领域。 3、据2025年半年报及2025年年报，公司是国内领先的电源及电池管理芯片厂商，在有线充电管理芯片领域市场份额位居第一，并持续向汽车电子、工业及智能算力领域拓展。	公司是国内领先的模拟和嵌入式芯片设计企业之一，主营业务为模拟与嵌入式芯片的研发、设计和销售，专注于电源及电池管理领域，为客户提供端到端的完整解决方案	2026-03-03\|38.40\|-8.22\|41.84\|42.25\|38.38\|128265;2026-03-04\|38.35\|-0.13\|38.22\|39.15\|38.04\|48651;2026-03-05\|38.66\|0.81\|38.99\|39.75\|38.39\|58726;2026-03-06\|39.60\|2.43\|38.63\|39.66\|38.35\|44943;2026-03-09\|39.00\|-1.52\|39.16\|39.26\|37.88\|58990;2026-03-10\|40.09\|2.79\|39.76\|40.49\|39.65\|67126;2026-03-11\|39.38\|-1.77\|40.13\|40.36\|39.28\|44298;2026-03-12\|39.88\|1.27\|39.60\|40.72\|39.16\|61918;2026-03-13\|38.91\|-2.43\|39.60\|39.61\|38.72\|58553;2026-03-16\|39.35\|1.13\|38.91\|39.74\|38.16\|53375;2026-03-17\|38.17\|-3.00\|39.26\|39.42\|38.12\|53401;2026-03-18\|37.97\|-0.52\|38.35\|38.52\|37.40\|54979;2026-03-19\|37.17\|-2.11\|37.40\|37.80\|37.01\|48524;2026-03-20\|36.34\|-2.23\|37.30\|37.49\|36.22\|71637;2026-03-23\|34.92\|-3.91\|36.11\|36.35\|34.60\|63002;2026-03-24\|34.78\|-0.40\|35.45\|35.50\|33.63\|66128;2026-03-25\|35.91\|3.25\|35.10\|36.47\|35.00\|67517;2026-03-26\|35.35\|-1.56\|35.94\|36.10\|35.08\|41707;2026-03-27\|35.55\|0.57\|35.32\|35.95\|34.80\|29256;2026-03-30\|35.08\|-1.32\|35.11\|35.23\|34.33\|41710;2026-03-31\|34.37\|-2.02\|35.03\|35.37\|34.37\|30756;2026-04-01\|35.16\|2.30\|35.13\|35.36\|34.85\|37626;2026-04-02\|34.19\|-2.76\|34.91\|35.07\|34.00\|36001;2026-04-03\|34.21\|0.06\|34.41\|34.62\|34.00\|30577;2026-04-07\|34.69\|1.40\|34.34\|35.01\|34.33\|31654;2026-04-08\|36.58\|5.45\|35.43\|36.80\|35.43\|57475;2026-04-09\|35.96\|-1.69\|36.00\|36.55\|35.92\|34358;2026-04-10\|36.52\|1.56\|36.50\|36.84\|36.10\|45043;2026-04-13\|36.63\|0.30\|36.03\|37.04\|36.03\|31526;2026-04-14\|37.12\|1.34\|36.92\|37.30\|36.77\|42761;2026-04-15\|37.34\|0.59\|37.23\|37.70\|36.95\|64002;2026-04-16\|37.60\|0.70\|37.00\|37.90\|37.00\|36229;2026-04-17\|37.26\|-0.90\|37.53\|37.66\|37.13\|41736;2026-04-20\|36.78\|-1.29\|37.08\|37.33\|36.74\|57072;2026-04-21\|36.63\|-0.41\|36.78\|37.02\|36.11\|52365;2026-04-22\|37.07\|1.20\|36.36\|37.23\|36.23\|52555;2026-04-23\|37.08\|0.03\|37.12\|38.35\|36.90\|71649;2026-04-24\|38.01\|2.51\|37.80\|38.95\|37.50\|114064;2026-04-27\|39.11\|2.89\|37.98\|39.75\|37.79\|93831;2026-04-28\|38.02\|-2.79\|38.88\|39.40\|37.73\|73955;2026-04-29\|38.06\|0.11\|37.81\|38.30\|36.92\|55953;2026-04-30\|38.41\|0.92\|36.76\|38.98\|36.60\|124983;2026-05-06\|39.26\|2.21\|38.87\|39.95\|38.59\|130707;2026-05-07\|43.88\|11.77\|39.49\|45.27\|39.06\|233109;2026-05-08\|43.22\|-1.50\|43.02\|44.00\|41.61\|158084;2026-05-11\|46.30\|7.13\|43.22\|46.82\|43.01\|206355;2026-05-12\|45.42\|-1.90\|46.00\|46.44\|44.80\|129912;2026-05-13\|45.89\|1.03\|44.48\|46.45\|43.58\|117633;2026-05-14\|47.20\|2.85\|46.76\|49.70\|46.15\|230917;2026-05-15\|45.73\|-3.11\|47.62\|48.00\|45.18\|141002;2026-05-18\|44.65\|-2.36\|45.11\|46.07\|44.25\|92641;2026-05-19\|46.06\|3.16\|44.68\|46.17\|42.97\|106473;2026-05-20\|48.00\|4.21\|45.60\|49.27\|45.31\|190656;2026-05-21\|44.38\|-7.54\|48.68\|49.09\|44.25\|138437;2026-05-22\|45.33\|2.14\|44.41\|45.79\|44.26\|87541;2026-05-25\|49.29\|8.74\|45.28\|49.99\|44.38\|218230;2026-05-26\|47.09\|-4.46\|49.70\|49.80\|45.68\|149292;2026-05-27\|45.65\|-3.06\|47.10\|48.38\|45.38\|131263;2026-05-28\|46.46\|1.77\|45.65\|47.81\|44.81\|125513;2026-05-29\|42.00\|-9.60\|47.44\|47.77\|41.68\|173162;2026-06-01\|41.03\|-2.31\|42.65\|43.58\|40.80\|109538;2026-06-02\|39.86\|-2.85\|40.51\|42.24\|39.80\|88162;2026-06-03\|42.00\|5.37\|40.47\|43.78\|40.20\|155154;2026-06-04\|43.26\|3.00\|41.20\|44.11\|40.38\|122730;2026-06-05\|41.75\|-2.93\|42.20\|43.27\|40.65\|99193;2026-06-08\|39.25\|-5.99\|39.85\|41.26\|38.70\|104673;2026-06-09\|43.95\|11.97\|40.03\|44.40\|39.42\|164582;2026-06-10\|41.86\|-4.76\|43.12\|43.57\|40.88\|107336;2026-06-11\|41.25\|-1.46\|41.40\|43.14\|40.60\|127181;2026-06-12\|40.28\|-2.35\|42.00\|42.45\|39.80\|153118;2026-06-15\|43.89\|8.96\|40.58\|44.30\|40.42\|150414;2026-06-16\|52.67\|20.00\|44.28\|52.67\|44.01\|393193;2026-06-17\|53.90\|2.34\|50.80\|55.30\|50.26\|327593;2026-06-18\|53.68\|-0.41\|52.68\|56.01\|52.57\|287941;2026-06-22\|52.99\|-1.29\|55.00\|55.50\|51.00\|205155;2026-06-23\|53.75\|1.43\|52.25\|57.30\|50.78\|233605;2026-06-24\|54.25\|0.93\|53.60\|55.35\|52.46\|178830;2026-06-25\|52.96\|-2.38\|53.40\|54.79\|52.70\|147358;2026-06-26\|50.26\|-5.10\|52.17\|53.08\|49.49\|199480;2026-06-29\|49.62\|-1.27\|50.59\|51.73\|47.10\|169232;2026-06-30\|56.49\|13.85\|49.19\|56.52\|48.79\|282858;2026-07-01\|52.44\|-7.17\|55.93\|57.72\|51.33\|254924;2026-07-02\|50.00\|-4.65\|50.51\|53.55\|49.15\|205303;2026-07-03\|48.06\|-3.88\|49.67\|50.22\|47.80\|146745;2026-07-06\|46.05\|-4.18\|48.49\|48.82\|44.89\|175081;2026-07-07\|45.24\|-1.76\|46.01\|46.83\|44.53\|111224;2026-07-08\|46.60\|3.01\|45.79\|47.79\|42.95\|170762;2026-07-09\|47.36\|1.63\|46.60\|47.78\|45.30\|159092;2026-07-10\|44.27\|-6.52\|47.10\|47.88\|44.17\|16493718;2026-07-13\|44.85\|1.31\|44.00\|46.20\|44.00\|7630362
113466	长鑫存储过会	半导体检测+质谱仪+科学仪器 1、据2026年5月29日投资者关系活动记录表，公司电感耦合等离子体质谱仪系列产品可用于监控半导体硅材料、湿电子化学品等的无机元素污染，助力芯片企业提升良率，相关解决方案已在芯片制造、湿电子化学品及面板领域的头部企业中得到成功应用，并已贡献实质性销售收入。 2、据2025年年度报告，公司自主研发的质谱仪产品首次实现国产ICP-MS在半导体行业芯片生产线上的应用，应用于半导体领域的电感耦合等离子体三重四极杆质谱仪ICP-MS/MS已实现销售。 3、据2025年年度报告，公司是实验分析仪器提供商，产品涵盖样品前处理和分析测试仪器，致力于在半导体检测、环境监测、食品安全等领域提供高品质产品。	国内实验分析仪器和洁净环保型实验室的主要供应商之一；公司自主研发的质谱仪系列产品首次实现国产ICP-MS在半导体行业芯片生产线上的应用，并通过国际半导体产业协会SEMI认证，应用于半导体领域的ICP-MS/MS产品已实现销售	2026-03-03\|37.03\|-4.27\|38.85\|39.38\|37.03\|8544;2026-03-04\|37.00\|-0.08\|37.12\|37.89\|36.72\|7588;2026-03-05\|37.41\|1.11\|37.30\|38.35\|37.16\|5158;2026-03-06\|38.74\|3.56\|37.41\|38.79\|37.37\|6166;2026-03-09\|38.86\|0.31\|37.90\|39.33\|37.35\|8565;2026-03-10\|40.18\|3.40\|39.20\|40.41\|39.00\|8270;2026-03-11\|39.55\|-1.57\|40.15\|40.50\|39.40\|7428;2026-03-12\|38.66\|-2.25\|39.74\|39.99\|38.36\|7502;2026-03-13\|37.89\|-1.99\|38.83\|38.97\|37.60\|5310;2026-03-16\|37.51\|-1.00\|37.68\|38.30\|36.92\|7625;2026-03-17\|35.91\|-4.27\|37.65\|37.97\|35.71\|9558;2026-03-18\|36.81\|2.51\|35.87\|36.81\|35.63\|6298;2026-03-19\|35.35\|-3.97\|36.24\|36.68\|35.11\|6143;2026-03-20\|34.49\|-2.43\|35.40\|36.04\|34.37\|9350;2026-03-23\|31.55\|-8.52\|33.99\|33.99\|31.01\|11817;2026-03-24\|33.53\|6.28\|32.92\|33.56\|31.62\|9887;2026-03-25\|34.17\|1.91\|33.69\|34.68\|33.53\|7190;2026-03-26\|33.13\|-3.04\|33.72\|34.48\|32.60\|6783;2026-03-27\|34.47\|4.04\|32.70\|34.64\|32.70\|10382;2026-03-30\|34.79\|0.93\|34.00\|34.85\|33.73\|6934;2026-03-31\|34.16\|-1.81\|34.49\|35.13\|33.85\|6111;2026-04-01\|34.60\|1.29\|34.76\|34.95\|34.20\|6732;2026-04-02\|33.97\|-1.82\|34.50\|35.05\|33.58\|7225;2026-04-03\|33.50\|-1.38\|33.93\|34.18\|32.88\|5307;2026-04-07\|34.19\|2.06\|33.35\|34.43\|33.02\|7331;2026-04-08\|35.95\|5.15\|34.99\|35.99\|34.84\|7794;2026-04-09\|35.19\|-2.11\|35.80\|36.16\|35.01\|7176;2026-04-10\|35.42\|0.65\|35.68\|36.04\|35.24\|5693;2026-04-13\|35.01\|-1.16\|35.44\|35.47\|34.59\|5898;2026-04-14\|35.00\|-0.03\|35.61\|35.85\|34.61\|6694;2026-04-15\|34.99\|-0.03\|35.17\|35.43\|34.81\|6133;2026-04-16\|35.64\|1.86\|35.05\|35.77\|34.62\|6903;2026-04-17\|35.81\|0.48\|35.63\|35.86\|35.35\|6042;2026-04-20\|36.40\|1.65\|35.81\|36.56\|35.46\|7050;2026-04-21\|35.82\|-1.59\|36.00\|36.39\|35.52\|5914;2026-04-22\|35.58\|-0.67\|36.00\|36.00\|35.30\|4634;2026-04-23\|34.48\|-3.09\|35.51\|35.53\|34.37\|6520;2026-04-24\|35.11\|1.83\|34.12\|35.36\|34.12\|6263;2026-04-27\|36.13\|2.91\|35.15\|36.38\|35.00\|7152;2026-04-28\|36.08\|-0.14\|36.10\|36.47\|35.51\|8011;2026-04-29\|36.65\|1.58\|36.00\|37.16\|35.52\|9923;2026-04-30\|36.73\|0.22\|36.35\|36.98\|36.35\|8148;2026-05-06\|35.91\|-2.23\|36.65\|37.20\|35.91\|14040;2026-05-07\|36.18\|0.75\|36.20\|36.96\|35.92\|13065;2026-05-08\|36.66\|1.33\|36.19\|36.85\|35.83\|9664;2026-05-11\|36.68\|0.05\|36.89\|37.17\|36.30\|11358;2026-05-12\|35.16\|-4.14\|36.66\|36.95\|34.97\|13160;2026-05-13\|35.75\|1.68\|34.96\|35.98\|34.96\|9500;2026-05-14\|35.60\|-0.42\|35.68\|36.18\|35.20\|8253;2026-05-15\|35.09\|-1.43\|35.49\|35.94\|34.71\|8123;2026-05-18\|36.22\|3.22\|34.88\|36.38\|34.88\|9120;2026-05-19\|36.31\|0.25\|36.32\|36.48\|35.50\|8927;2026-05-20\|35.98\|-0.91\|35.99\|36.42\|35.49\|8072;2026-05-21\|34.22\|-4.89\|35.98\|36.45\|34.18\|14282;2026-05-22\|36.06\|5.38\|34.23\|36.39\|33.65\|13864;2026-05-25\|35.92\|-0.39\|36.06\|37.42\|35.59\|12375;2026-05-26\|34.29\|-4.54\|36.02\|36.02\|33.58\|11129;2026-05-27\|32.77\|-4.43\|34.28\|34.28\|32.40\|13905;2026-05-28\|32.95\|0.55\|32.80\|33.29\|32.12\|8147;2026-05-29\|31.99\|-2.91\|33.00\|33.92\|31.72\|10819;2026-06-01\|33.00\|3.16\|31.70\|33.88\|31.33\|12368;2026-06-02\|34.06\|3.21\|32.89\|34.21\|31.77\|12782;2026-06-03\|34.96\|2.64\|34.05\|35.16\|33.41\|15250;2026-06-04\|40.13\|14.79\|35.13\|40.88\|34.50\|63755;2026-06-05\|48.16\|20.01\|40.67\|48.16\|40.67\|66277;2026-06-08\|46.29\|-3.88\|45.81\|52.89\|44.52\|76736;2026-06-09\|52.00\|12.34\|47.32\|54.27\|45.70\|65789;2026-06-10\|61.10\|17.50\|51.48\|62.26\|51.01\|69245;2026-06-11\|58.44\|-4.35\|57.43\|61.02\|55.00\|65365;2026-06-12\|60.27\|3.13\|57.86\|62.59\|55.50\|57570;2026-06-15\|61.80\|2.79\|59.45\|61.80\|56.01\|45529;2026-06-16\|70.12\|13.46\|61.00\|72.88\|57.12\|67367;2026-06-17\|66.57\|-5.06\|64.10\|68.50\|64.00\|45629;2026-06-18\|70.36\|5.69\|66.57\|72.69\|65.06\|39705;2026-06-22\|77.79\|10.56\|69.23\|78.78\|69.23\|37745;2026-06-23\|66.80\|-14.13\|77.00\|82.40\|65.50\|50371;2026-06-24\|73.50\|10.03\|66.00\|73.50\|62.00\|49263;2026-06-25\|68.98\|-6.15\|72.00\|75.60\|68.29\|42172;2026-06-26\|69.39\|0.59\|67.00\|70.00\|63.66\|30756;2026-06-29\|62.09\|-10.52\|71.00\|71.49\|60.08\|44736;2026-06-30\|64.55\|3.96\|62.80\|66.68\|62.01\|33333;2026-07-01\|68.00\|5.34\|65.19\|68.00\|62.80\|39697;2026-07-02\|57.00\|-16.18\|64.00\|64.00\|57.00\|48318;2026-07-03\|54.95\|-3.60\|57.00\|58.10\|54.05\|35425;2026-07-06\|52.54\|-4.39\|55.38\|56.28\|50.70\|34725;2026-07-07\|51.23\|-2.49\|51.88\|52.88\|49.09\|26669;2026-07-08\|49.78\|-2.83\|51.19\|52.46\|48.80\|20808;2026-07-09\|54.18\|8.84\|50.50\|54.28\|50.01\|31410;2026-07-10\|51.88\|-4.25\|55.15\|56.50\|51.88\|2429518;2026-07-13\|50.00\|-3.62\|51.77\|52.28\|49.53\|761750
113465	长鑫存储过会	固态电池+半导体设备+海外拓展 1、据2026年4月15日年报，公司主要产品为各类锂电池后处理系统集成生产线及相关测试、装配产品，如方形电池后处理系统集成生产线、固态电池后处理系统集成生产线、数码小钢壳电池后处理系统集成生产线、软包电池后处理系统集成生产线等。 2、据2026年5月14日公司官微，2026年，公司通过控股杭可仪器切入半导体可靠性测试设备赛道，同步深耕锂电池后段整线设备，以双引擎协同模式推进高端制造解决方案的多元化发展。 3、据2026年4月15日年报，2025年公司全球化布局加速推进。国内市场持续深化与比亚迪、亿纬锂能、欣旺达、国轩高科等头部客户的合作；海外市场持续深化与韩国LG、三星、SK合作，韩国天安二期工厂建设完成，已正式投产；成功突破成为特斯拉供应商，进入丰田量产车体系；稳步推进大众项目技术协同及设备交付，形成国内外市场双轮驱动格局。	公司通过控股杭可仪器切入半导体可靠性测试设备赛道，同步深耕锂电池后段整线设备，以双引擎协同模式推进高端制造解决方案的多元化发展	2026-03-03\|27.95\|-3.32\|29.06\|30.05\|27.81\|101474;2026-03-04\|26.88\|-3.83\|27.48\|27.95\|26.87\|80427;2026-03-05\|26.93\|0.19\|27.39\|27.57\|26.63\|65706;2026-03-06\|26.89\|-0.15\|26.93\|27.17\|26.59\|50450;2026-03-09\|26.52\|-1.38\|26.60\|26.73\|25.56\|76903;2026-03-10\|27.20\|2.56\|26.98\|27.45\|26.55\|67176;2026-03-11\|27.97\|2.83\|27.21\|28.78\|27.12\|134859;2026-03-12\|28.47\|1.79\|27.88\|28.69\|27.58\|112204;2026-03-13\|28.05\|-1.48\|28.40\|28.83\|27.95\|82628;2026-03-16\|27.88\|-0.61\|27.92\|28.22\|27.50\|58563;2026-03-17\|27.00\|-3.16\|27.95\|28.34\|26.96\|56446;2026-03-18\|26.73\|-1.00\|26.99\|27.25\|26.41\|51557;2026-03-19\|25.42\|-4.90\|26.00\|26.47\|25.12\|113752;2026-03-20\|25.56\|0.55\|25.36\|26.60\|25.36\|95497;2026-03-23\|24.86\|-2.74\|25.35\|26.19\|24.61\|100292;2026-03-24\|24.98\|0.48\|25.38\|25.39\|24.11\|71554;2026-03-25\|25.20\|0.88\|25.00\|25.49\|25.00\|59417;2026-03-26\|25.37\|0.67\|25.28\|25.95\|25.08\|77692;2026-03-27\|25.74\|1.46\|24.97\|26.10\|24.80\|83281;2026-03-30\|26.75\|3.92\|25.60\|26.84\|25.34\|130232;2026-03-31\|26.86\|0.41\|26.74\|27.60\|26.33\|123222;2026-04-01\|27.95\|4.06\|27.10\|28.33\|27.02\|144333;2026-04-02\|27.58\|-1.32\|28.00\|28.09\|27.31\|74845;2026-04-03\|26.89\|-2.50\|27.58\|27.84\|26.89\|53575;2026-04-07\|27.40\|1.90\|26.89\|28.21\|26.80\|74290;2026-04-08\|28.17\|2.81\|28.00\|28.23\|27.70\|88532;2026-04-09\|28.12\|-0.18\|27.90\|28.78\|27.63\|73257;2026-04-10\|28.95\|2.95\|28.55\|29.63\|28.55\|126115;2026-04-13\|28.56\|-1.35\|28.90\|29.30\|28.29\|95112;2026-04-14\|31.47\|10.19\|28.90\|31.74\|28.90\|246992;2026-04-15\|29.35\|-6.74\|31.40\|31.40\|29.24\|209222;2026-04-16\|30.31\|3.27\|29.70\|31.68\|29.50\|248500;2026-04-17\|31.87\|5.15\|30.77\|32.41\|30.11\|220775;2026-04-20\|31.26\|-1.91\|31.62\|32.00\|30.83\|189305;2026-04-21\|30.79\|-1.50\|30.96\|31.39\|30.14\|135398;2026-04-22\|30.70\|-0.29\|30.72\|31.29\|30.35\|111790;2026-04-23\|30.28\|-1.37\|30.60\|30.90\|30.17\|95917;2026-04-24\|30.15\|-0.43\|30.28\|30.57\|29.79\|90889;2026-04-27\|31.71\|5.17\|29.95\|32.17\|29.95\|161506;2026-04-28\|31.20\|-1.61\|31.75\|32.07\|30.86\|113254;2026-04-29\|31.94\|2.37\|30.80\|32.22\|30.70\|157058;2026-04-30\|31.90\|-0.13\|31.94\|32.80\|31.61\|123611;2026-05-06\|33.19\|4.04\|32.19\|33.95\|32.15\|181598;2026-05-07\|33.60\|1.24\|33.18\|33.81\|32.76\|142562;2026-05-08\|32.88\|-2.14\|33.57\|35.09\|32.68\|214534;2026-05-11\|33.91\|3.13\|32.70\|34.48\|32.50\|174077;2026-05-12\|33.80\|-0.32\|33.92\|34.98\|33.35\|154459;2026-05-13\|32.79\|-2.99\|33.40\|33.60\|32.61\|143701;2026-05-14\|32.12\|-2.04\|32.90\|33.10\|31.71\|118467;2026-05-15\|32.31\|0.59\|32.00\|33.30\|31.78\|138856;2026-05-18\|34.22\|5.91\|32.65\|36.90\|32.00\|341118;2026-05-19\|34.02\|-0.58\|34.14\|34.50\|33.06\|183470;2026-05-20\|34.65\|1.85\|33.76\|35.01\|33.76\|146466;2026-05-21\|33.83\|-2.37\|35.00\|36.42\|33.83\|204129;2026-05-22\|35.20\|4.05\|34.45\|35.66\|33.80\|153514;2026-05-25\|35.00\|-0.57\|35.18\|35.49\|33.90\|154729;2026-05-26\|34.69\|-0.89\|34.80\|35.59\|34.27\|130275;2026-05-27\|32.87\|-5.25\|34.49\|35.30\|32.74\|170483;2026-05-28\|39.44\|19.99\|32.81\|39.44\|32.35\|553785;2026-05-29\|39.65\|0.97\|40.00\|40.90\|37.09\|475531;2026-06-01\|36.66\|-7.54\|39.01\|42.57\|36.29\|387643;2026-06-02\|36.07\|-1.61\|37.00\|37.60\|35.40\|246731;2026-06-03\|35.27\|-2.22\|36.82\|39.54\|34.76\|414125;2026-06-04\|33.87\|-3.97\|34.04\|35.07\|33.10\|226875;2026-06-05\|31.66\|-6.52\|33.31\|33.35\|30.20\|281012;2026-06-08\|31.20\|-1.45\|30.82\|32.33\|30.33\|232682;2026-06-09\|35.10\|12.50\|32.00\|35.58\|31.70\|348693;2026-06-10\|34.08\|-2.91\|34.50\|35.55\|32.91\|205381;2026-06-11\|32.63\|-4.25\|33.97\|34.36\|32.40\|133588;2026-06-12\|32.93\|0.92\|33.00\|35.00\|32.70\|199464;2026-06-15\|36.24\|10.05\|32.95\|36.54\|32.24\|252014;2026-06-16\|39.36\|8.61\|36.36\|39.58\|36.18\|319978;2026-06-17\|37.78\|-4.01\|39.36\|39.72\|36.71\|222457;2026-06-18\|37.11\|-1.77\|37.76\|38.12\|36.59\|196696;2026-06-22\|37.61\|1.35\|37.18\|37.75\|36.13\|233945;2026-06-23\|38.17\|1.49\|37.11\|38.82\|36.08\|238228;2026-06-24\|39.79\|4.24\|37.80\|40.89\|37.31\|248640;2026-06-25\|38.28\|-3.79\|39.54\|40.00\|37.47\|152430;2026-06-26\|35.55\|-7.13\|37.82\|37.98\|35.50\|128400;2026-06-29\|34.96\|-1.66\|35.22\|36.50\|33.90\|127949;2026-06-30\|36.55\|4.55\|35.31\|37.77\|34.67\|141339;2026-07-01\|34.24\|-6.32\|36.74\|36.74\|34.01\|146487;2026-07-02\|32.78\|-4.26\|33.40\|34.54\|32.70\|102503;2026-07-03\|30.73\|-6.25\|32.78\|32.91\|30.69\|130863;2026-07-06\|28.54\|-7.13\|30.75\|31.04\|28.33\|166135;2026-07-07\|27.62\|-3.22\|28.27\|29.03\|27.39\|120439;2026-07-08\|26.31\|-4.74\|27.50\|27.80\|26.17\|115626;2026-07-09\|27.46\|4.37\|26.49\|27.75\|25.75\|127829;2026-07-10\|25.91\|-5.64\|27.33\|27.73\|25.83\|11814755;2026-07-13\|24.98\|-3.59\|25.81\|25.91\|24.78\|5768688
113464	长鑫存储过会	碳化硅衬底+12英寸碳化硅+AI算力行业原因： 1、台积电Q4净利润大幅增长35%，季度营收首次突破1万亿新台币大关。台积电公布2026年资本支出计划最高将达560亿美元，创下该公司历史新高。管理层表示，未来三年资本支出将显著增加。 2、据2025年9月报道称，台积电号召设备厂与化合物半导体相关厂商参与，计划将12英单晶碳化硅（SiC）应用于散热载板，取代传统的氧化铝、蓝宝石基板或陶瓷基板。公司原因： 1、据2025年11月20日互动易，英伟达计划用碳化硅替代硅作为中介层材料。采用12英寸碳化硅作为中介层材料，不仅能显著提升散热效率、提高集成密度，还能缩小封装尺寸、降低成本。目前公司已推出12英寸全系列衬底（半绝缘/导电P型/导电N型）。 2、据2025年9月1日互动易，公司客户英飞凌、安森美已进入英伟达等行业巨头供应链，公司碳化硅衬底用于AI数据中心功率器件，切入AI算力高增长赛道。 3、据2025年8月30日公告，公司2024年全球导电型碳化硅衬底市占率22.8%，稳居全球前三，8英寸导电型衬底已批量出货，技术处于国际第一梯队。	公司8英寸碳化硅衬底产品正进入加快发展的关键阶段	2026-03-03\|85.04\|-4.94\|90.00\|91.44\|83.98\|71033;2026-03-04\|82.37\|-3.14\|84.60\|85.78\|81.88\|68488;2026-03-05\|81.90\|-0.57\|84.13\|84.94\|81.16\|67873;2026-03-06\|81.17\|-0.89\|82.00\|82.70\|80.94\|48073;2026-03-09\|78.79\|-2.93\|78.50\|79.29\|76.18\|78195;2026-03-10\|80.88\|2.65\|80.31\|81.78\|79.88\|48783;2026-03-11\|80.95\|0.09\|81.46\|84.16\|80.70\|62101;2026-03-12\|83.08\|2.63\|80.94\|84.43\|80.35\|68755;2026-03-13\|82.91\|-0.20\|82.05\|83.66\|81.37\|60963;2026-03-16\|86.00\|3.73\|82.70\|86.15\|81.10\|66464;2026-03-17\|80.93\|-5.90\|85.76\|86.08\|80.87\|65412;2026-03-18\|81.11\|0.22\|81.47\|82.18\|80.20\|38106;2026-03-19\|79.00\|-2.60\|79.90\|81.80\|78.63\|48465;2026-03-20\|78.13\|-1.10\|79.36\|81.87\|78.13\|48166;2026-03-23\|73.30\|-6.18\|76.71\|78.13\|72.44\|71407;2026-03-24\|74.60\|1.77\|74.66\|74.98\|71.80\|46755;2026-03-25\|77.92\|4.45\|75.60\|80.50\|75.40\|67314;2026-03-26\|78.02\|0.13\|77.59\|80.10\|77.20\|43612;2026-03-27\|78.24\|0.28\|77.21\|79.25\|76.50\|37818;2026-03-30\|79.42\|1.51\|77.58\|79.87\|76.09\|44435;2026-03-31\|81.90\|3.12\|79.19\|84.95\|79.00\|105595;2026-04-01\|86.80\|5.98\|83.98\|90.58\|83.98\|129085;2026-04-02\|85.55\|-1.44\|90.00\|90.00\|85.00\|85104;2026-04-03\|90.44\|5.72\|89.83\|96.43\|89.83\|135702;2026-04-07\|90.55\|0.12\|90.00\|91.69\|87.03\|91255;2026-04-08\|91.62\|1.18\|92.80\|94.60\|90.30\|109233;2026-04-09\|90.28\|-1.46\|91.03\|93.00\|90.00\|80267;2026-04-10\|96.90\|7.33\|91.29\|102.40\|88.65\|194678;2026-04-13\|93.32\|-3.69\|94.09\|97.69\|92.76\|125709;2026-04-14\|92.44\|-0.94\|93.90\|94.48\|91.07\|94978;2026-04-15\|90.47\|-2.13\|93.00\|94.27\|90.13\|78147;2026-04-16\|91.71\|1.37\|88.66\|91.98\|88.48\|116991;2026-04-17\|95.20\|3.81\|93.00\|101.69\|92.50\|169454;2026-04-20\|97.82\|2.75\|97.00\|99.73\|95.03\|129776;2026-04-21\|96.54\|-1.31\|96.80\|98.70\|95.50\|84706;2026-04-22\|103.36\|7.06\|97.12\|108.99\|96.03\|191339;2026-04-23\|107.41\|3.92\|104.46\|110.56\|103.19\|195468;2026-04-24\|105.55\|-1.73\|106.02\|108.03\|102.95\|122473;2026-04-27\|107.70\|2.04\|106.80\|110.09\|104.68\|143712;2026-04-28\|104.62\|-2.86\|106.00\|108.08\|103.67\|92728;2026-04-29\|105.22\|0.57\|102.00\|108.15\|101.48\|122904;2026-04-30\|101.00\|-4.01\|103.98\|104.88\|100.16\|125912;2026-05-06\|109.66\|8.57\|104.51\|112.46\|104.51\|172744;2026-05-07\|111.12\|1.33\|115.00\|116.16\|108.00\|137719;2026-05-08\|108.66\|-2.21\|111.00\|113.88\|107.61\|128837;2026-05-11\|125.25\|15.27\|110.83\|128.00\|110.83\|218094;2026-05-12\|130.01\|3.80\|127.39\|132.30\|121.63\|205807;2026-05-13\|146.63\|12.78\|129.53\|149.35\|129.36\|222966;2026-05-14\|169.00\|15.26\|156.00\|175.96\|156.00\|320015;2026-05-15\|158.80\|-6.04\|170.00\|170.13\|153.18\|366989;2026-05-18\|149.84\|-5.64\|150.00\|152.00\|141.00\|259121;2026-05-19\|148.76\|-0.72\|147.90\|148.92\|137.62\|248661;2026-05-20\|155.10\|4.26\|146.72\|156.00\|144.00\|271056;2026-05-21\|139.61\|-9.99\|153.55\|153.55\|138.99\|239264;2026-05-22\|153.74\|10.12\|147.06\|154.66\|143.99\|260179;2026-05-25\|160.31\|4.27\|154.00\|163.56\|150.00\|231867;2026-05-26\|154.00\|-3.94\|156.70\|162.00\|150.44\|174636;2026-05-27\|166.99\|8.44\|159.00\|180.75\|158.67\|299935;2026-05-28\|163.55\|-2.06\|159.19\|165.41\|152.60\|236525;2026-05-29\|147.10\|-10.06\|165.00\|169.58\|143.00\|239224;2026-06-01\|135.98\|-7.56\|146.78\|148.16\|135.69\|203652;2026-06-02\|135.00\|-0.72\|137.89\|139.00\|129.32\|155873;2026-06-03\|136.42\|1.05\|143.50\|145.78\|133.50\|186201;2026-06-04\|139.10\|1.96\|134.19\|142.88\|132.40\|157232;2026-06-05\|130.93\|-5.87\|137.62\|138.97\|129.94\|164646;2026-06-08\|121.70\|-7.05\|120.00\|127.95\|119.89\|150321;2026-06-09\|137.06\|12.62\|124.00\|137.28\|122.01\|171349;2026-06-10\|125.10\|-8.73\|131.20\|133.00\|122.45\|176591;2026-06-11\|125.93\|0.66\|124.91\|128.00\|122.60\|131077;2026-06-12\|123.70\|-1.77\|131.00\|132.00\|122.86\|204037;2026-06-15\|134.97\|9.11\|125.47\|134.97\|121.99\|185874;2026-06-16\|140.70\|4.25\|135.90\|145.00\|133.80\|237785;2026-06-17\|149.66\|6.37\|137.00\|150.87\|136.61\|237170;2026-06-18\|149.20\|-0.31\|150.98\|157.50\|147.03\|229959;2026-06-22\|158.00\|5.90\|159.00\|163.99\|152.00\|254964;2026-06-23\|163.37\|3.40\|152.20\|168.88\|148.66\|243953;2026-06-24\|175.69\|7.54\|157.66\|178.16\|157.01\|264807;2026-06-25\|172.28\|-1.94\|176.00\|188.88\|167.69\|284259;2026-06-26\|168.63\|-2.12\|171.02\|180.50\|164.57\|226277;2026-06-29\|175.28\|3.94\|169.30\|175.30\|157.50\|228701;2026-06-30\|173.51\|-1.01\|171.78\|175.99\|163.00\|210443;2026-07-01\|162.20\|-6.52\|176.00\|179.91\|161.15\|197786;2026-07-02\|152.88\|-5.75\|152.00\|162.53\|149.03\|151788;2026-07-03\|145.60\|-4.76\|152.00\|154.60\|145.00\|150897;2026-07-06\|141.41\|-2.88\|148.88\|149.65\|137.39\|126078;2026-07-07\|146.00\|3.25\|140.51\|148.40\|138.11\|121933;2026-07-08\|145.45\|-0.38\|144.90\|152.00\|140.72\|126227;2026-07-09\|156.67\|7.71\|150.90\|156.78\|146.77\|148369;2026-07-10\|141.78\|-9.50\|157.00\|161.61\|141.43\|16238748;2026-07-13\|142.70\|0.65\|138.38\|144.88\|137.66\|5217431
113463	长鑫存储过会	中报预增+存储芯片+LED涨价行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月26日公告，公司预计2026年上半年归母净利润为9000万元至1.1亿元，同比增长351.63%至407.54%，业绩增长主要得益于技术创新、产品迭代、管理提升和营销策略的有效实施。 2、据2026年5月8日机构调研，公司拥有非易失性存储器芯片技术及产品，部分产品已量产。 3、据2026年5月8日机构调研，由于原材料涨价，公司相关产品相应涨价，确认了LED驱动产品价格上调。	国内电源芯片龙头，micro LED驱动芯片公司已量产	2026-03-03\|40.25\|-7.51\|43.90\|44.30\|40.05\|113228;2026-03-04\|40.10\|-0.37\|40.08\|40.79\|39.39\|110110;2026-03-05\|43.87\|9.40\|41.32\|45.50\|41.01\|247834;2026-03-06\|42.71\|-2.64\|42.62\|44.15\|42.62\|122509;2026-03-09\|42.24\|-1.10\|41.70\|42.50\|40.80\|101121;2026-03-10\|43.28\|2.46\|43.15\|43.96\|42.73\|102679;2026-03-11\|41.81\|-3.40\|43.27\|43.55\|41.63\|100417;2026-03-12\|40.81\|-2.39\|41.60\|42.10\|40.30\|69256;2026-03-13\|40.15\|-1.62\|40.32\|41.10\|39.40\|70739;2026-03-16\|41.63\|3.69\|39.90\|42.20\|39.22\|112958;2026-03-17\|39.74\|-4.54\|41.70\|41.72\|39.65\|74766;2026-03-18\|41.74\|5.03\|40.46\|42.47\|39.78\|117832;2026-03-19\|40.59\|-2.76\|41.28\|41.72\|40.38\|80613;2026-03-20\|39.11\|-3.65\|40.67\|41.17\|39.08\|86678;2026-03-23\|36.50\|-6.67\|38.38\|38.54\|36.32\|85068;2026-03-24\|37.08\|1.59\|37.58\|37.85\|35.85\|65925;2026-03-25\|38.69\|4.34\|37.53\|40.38\|37.48\|130636;2026-03-26\|38.38\|-0.80\|39.16\|40.43\|38.20\|113558;2026-03-27\|38.25\|-0.34\|37.90\|39.00\|37.29\|78272;2026-03-30\|38.70\|1.18\|37.54\|38.75\|37.36\|58592;2026-03-31\|37.08\|-4.19\|38.43\|38.70\|37.08\|59491;2026-04-01\|40.21\|8.44\|38.51\|40.40\|38.45\|139227;2026-04-02\|38.58\|-4.05\|39.95\|40.14\|38.20\|90547;2026-04-03\|37.95\|-1.63\|38.91\|39.00\|37.58\|63382;2026-04-07\|38.70\|1.98\|38.05\|39.91\|38.05\|80711;2026-04-08\|40.70\|5.17\|40.00\|40.74\|39.48\|93565;2026-04-09\|40.59\|-0.27\|40.06\|41.07\|39.95\|87716;2026-04-10\|42.50\|4.71\|40.93\|43.75\|40.90\|208499;2026-04-13\|46.86\|10.26\|43.31\|48.55\|43.18\|306884;2026-04-14\|47.20\|0.73\|46.94\|49.80\|46.78\|206179;2026-04-15\|44.52\|-5.68\|47.48\|47.83\|44.38\|138339;2026-04-16\|44.62\|0.22\|44.51\|45.10\|43.81\|107921;2026-04-17\|44.50\|-0.27\|44.10\|45.29\|44.06\|90288;2026-04-20\|44.55\|0.11\|44.80\|44.94\|43.82\|96792;2026-04-21\|46.15\|3.59\|44.55\|46.59\|43.80\|196518;2026-04-22\|46.54\|0.85\|45.69\|47.50\|45.13\|171461;2026-04-23\|45.81\|-1.57\|46.54\|47.14\|44.75\|130807;2026-04-24\|47.65\|4.02\|45.90\|47.88\|45.86\|206821;2026-04-27\|46.00\|-3.46\|46.55\|46.87\|42.88\|189073;2026-04-28\|44.49\|-3.28\|45.28\|46.08\|43.85\|144017;2026-04-29\|45.85\|3.06\|44.02\|46.50\|44.02\|121350;2026-04-30\|46.53\|1.48\|45.86\|46.99\|45.40\|147300;2026-05-06\|47.10\|1.23\|47.24\|48.30\|47.03\|201554;2026-05-07\|48.14\|2.21\|47.34\|48.58\|46.78\|163978;2026-05-08\|53.80\|11.76\|48.00\|55.34\|47.23\|318091;2026-05-11\|53.24\|-1.04\|53.82\|54.16\|52.18\|265639;2026-05-12\|52.81\|-0.81\|53.24\|54.44\|51.80\|172552;2026-05-13\|52.46\|-0.66\|51.39\|52.77\|50.57\|168593;2026-05-14\|53.14\|1.30\|52.46\|54.82\|51.58\|226502;2026-05-15\|50.66\|-4.67\|52.90\|52.91\|49.94\|176039;2026-05-18\|51.69\|2.03\|49.03\|51.99\|48.50\|131347;2026-05-19\|51.09\|-1.16\|50.76\|51.35\|50.00\|104978;2026-05-20\|53.50\|4.72\|50.58\|54.00\|49.80\|192724;2026-05-21\|49.70\|-7.10\|53.50\|54.40\|49.01\|209883;2026-05-22\|50.12\|0.85\|49.70\|50.47\|48.07\|145050;2026-05-25\|52.74\|5.23\|49.91\|53.00\|49.12\|193497;2026-05-26\|49.58\|-5.99\|52.00\|52.50\|47.90\|169224;2026-05-27\|49.00\|-1.17\|49.60\|51.63\|48.78\|123255;2026-05-28\|49.72\|1.47\|48.01\|50.15\|47.05\|123139;2026-05-29\|44.95\|-9.59\|50.05\|50.21\|44.48\|167596;2026-06-01\|44.90\|-0.11\|44.83\|46.40\|44.40\|78419;2026-06-02\|43.87\|-2.29\|44.63\|45.20\|42.64\|86402;2026-06-03\|44.28\|0.93\|43.87\|45.35\|43.55\|79784;2026-06-04\|44.28\|0.00\|43.77\|45.15\|43.01\|71692;2026-06-05\|43.07\|-2.73\|43.49\|44.44\|42.14\|78826;2026-06-08\|40.83\|-5.20\|41.00\|42.67\|39.92\|80125;2026-06-09\|46.20\|13.15\|41.58\|46.50\|40.96\|149321;2026-06-10\|49.90\|8.01\|45.64\|51.99\|45.50\|250488;2026-06-11\|49.13\|-1.54\|49.02\|50.93\|48.58\|113426;2026-06-12\|49.02\|-0.22\|50.05\|50.69\|48.39\|120365;2026-06-15\|52.85\|7.81\|49.55\|53.77\|48.55\|190357;2026-06-16\|53.20\|0.66\|52.79\|53.75\|51.90\|158671;2026-06-17\|54.45\|2.35\|52.28\|54.58\|52.28\|151653;2026-06-18\|60.47\|11.06\|54.00\|62.05\|53.91\|320181;2026-06-22\|66.88\|10.60\|62.00\|67.76\|60.36\|310457;2026-06-23\|63.43\|-5.16\|64.00\|65.88\|62.10\|191790;2026-06-24\|73.25\|15.48\|65.80\|74.06\|65.71\|348521;2026-06-25\|71.60\|-2.25\|71.50\|75.36\|71.13\|267195;2026-06-26\|71.06\|-0.75\|72.00\|74.48\|69.99\|206958;2026-06-29\|71.80\|1.04\|75.00\|76.06\|65.11\|335567;2026-06-30\|86.16\|20.00\|70.20\|86.16\|70.00\|414462;2026-07-01\|91.74\|6.48\|88.38\|97.59\|88.28\|402357;2026-07-02\|92.24\|0.55\|90.37\|97.97\|85.40\|370854;2026-07-03\|94.35\|2.29\|94.08\|102.32\|93.97\|344309;2026-07-06\|102.32\|8.45\|94.39\|105.58\|90.66\|342766;2026-07-07\|97.15\|-5.05\|97.68\|102.97\|94.18\|252683;2026-07-08\|93.01\|-4.26\|98.79\|101.35\|87.44\|236742;2026-07-09\|96.80\|4.07\|94.74\|97.08\|90.00\|226568;2026-07-10\|88.00\|-9.09\|95.11\|97.23\|88.00\|252822;2026-07-13\|86.05\|-2.22\|87.21\|88.74\|84.71\|99572
113462	长鑫存储过会	PCB概念+PI薄膜+商业航天行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月11日异常波动公告，市场近期高度关注商业航天与PCB相关概念，公司产品作为高性能PI薄膜位于产业链上游前端环节，但距离终端应用层级较远，目前没有重要新增订单，对公司业绩影响有限。 2、据2026年6月8日互动易，公司主营高性能聚酰亚胺薄膜，是国内规模最大的高性能PI薄膜制造商，打破了国外厂商的技术封锁与市场垄断，跨入全球竞争行列。 3、据2026年4月30日年报，公司在商业航天领域将持续拓展航天级PI薄膜及太空光伏组件方面的应用市场。	1、公司自主掌握高性能PI薄膜核心技术，多款半导体及柔性线路基材新产品实现吨级销售； 2、公司卫星大幅宽PI薄膜已获得认证，低轨卫星柔性太阳翼封装用CPI薄膜，已获得头部商业航天企业应用	2026-03-03\|22.33\|-5.02\|24.30\|24.58\|22.30\|80944;2026-03-04\|22.15\|-0.81\|22.01\|22.91\|21.94\|45933;2026-03-05\|21.90\|-1.13\|22.70\|22.70\|21.50\|54194;2026-03-06\|22.30\|1.83\|21.80\|22.65\|21.70\|47916;2026-03-09\|21.65\|-2.91\|21.78\|21.90\|20.95\|48698;2026-03-10\|23.09\|6.65\|21.91\|23.30\|21.91\|63293;2026-03-11\|22.47\|-2.69\|23.25\|23.48\|22.44\|49161;2026-03-12\|21.92\|-2.45\|22.32\|22.70\|21.51\|43524;2026-03-13\|22.58\|3.01\|21.64\|23.13\|21.51\|63153;2026-03-16\|21.56\|-4.52\|22.30\|22.39\|21.40\|40993;2026-03-17\|20.90\|-3.06\|21.58\|22.02\|20.89\|38716;2026-03-18\|21.31\|1.96\|21.00\|21.35\|20.70\|26523;2026-03-19\|20.39\|-4.32\|20.85\|20.95\|20.26\|34745;2026-03-20\|19.83\|-2.75\|20.23\|20.89\|19.79\|42268;2026-03-23\|19.25\|-2.92\|19.11\|20.40\|19.09\|48788;2026-03-24\|20.64\|7.22\|19.83\|21.33\|19.70\|86776;2026-03-25\|20.84\|0.97\|20.23\|21.38\|20.23\|63782;2026-03-26\|19.89\|-4.56\|21.00\|21.12\|19.69\|56845;2026-03-27\|20.29\|2.01\|19.72\|20.63\|19.26\|53396;2026-03-30\|21.33\|5.13\|20.00\|21.66\|19.80\|71991;2026-03-31\|20.38\|-4.45\|21.69\|21.78\|20.32\|53332;2026-04-01\|20.75\|1.82\|20.58\|20.99\|20.23\|46469;2026-04-02\|20.84\|0.43\|20.51\|21.17\|20.21\|62854;2026-04-03\|21.78\|4.51\|20.85\|22.10\|20.85\|112514;2026-04-07\|20.68\|-5.05\|22.03\|22.74\|20.68\|82947;2026-04-08\|21.98\|6.29\|21.50\|21.98\|21.30\|62227;2026-04-09\|20.40\|-7.19\|21.52\|21.84\|20.30\|93144;2026-04-10\|20.36\|-0.20\|20.54\|21.14\|20.36\|47325;2026-04-13\|20.01\|-1.72\|20.21\|20.59\|19.79\|65212;2026-04-14\|20.72\|3.55\|20.30\|21.10\|19.86\|60744;2026-04-15\|20.65\|-0.34\|21.00\|21.65\|20.60\|63388;2026-04-16\|21.44\|3.83\|20.70\|21.94\|20.21\|85307;2026-04-17\|21.70\|1.21\|21.40\|22.28\|21.27\|49765;2026-04-20\|22.19\|2.26\|21.75\|22.36\|21.25\|59149;2026-04-21\|21.95\|-1.08\|22.19\|22.34\|21.70\|39365;2026-04-22\|21.97\|0.09\|21.75\|22.50\|21.45\|39107;2026-04-23\|21.19\|-3.55\|22.00\|22.12\|21.06\|48980;2026-04-24\|20.76\|-2.03\|21.20\|21.20\|20.53\|43974;2026-04-27\|23.92\|15.22\|20.63\|24.68\|20.60\|147444;2026-04-28\|24.88\|4.01\|23.90\|25.82\|23.11\|142847;2026-04-29\|26.55\|6.71\|24.80\|27.37\|24.80\|146840;2026-04-30\|23.99\|-9.64\|28.56\|28.86\|23.73\|226242;2026-05-06\|28.79\|20.01\|24.95\|28.79\|24.75\|176192;2026-05-07\|28.79\|0.00\|29.89\|31.85\|28.63\|320664;2026-05-08\|28.03\|-2.64\|28.49\|29.30\|27.52\|203620;2026-05-11\|27.52\|-1.82\|28.00\|28.88\|27.09\|137911;2026-05-12\|26.10\|-5.16\|27.86\|27.86\|25.28\|162983;2026-05-13\|31.32\|20.00\|25.89\|31.32\|25.72\|213259;2026-05-14\|34.60\|10.47\|31.47\|35.73\|31.47\|330325;2026-05-15\|31.99\|-7.54\|34.00\|34.29\|31.35\|211408;2026-05-18\|33.13\|3.56\|32.07\|34.20\|31.50\|169085;2026-05-19\|31.10\|-6.13\|32.80\|32.99\|30.81\|126658;2026-05-20\|37.32\|20.00\|30.50\|37.32\|30.50\|237836;2026-05-21\|39.16\|4.93\|39.04\|43.42\|38.50\|365432;2026-05-22\|40.60\|3.68\|39.86\|41.41\|38.30\|260598;2026-05-25\|39.80\|-1.97\|39.99\|42.20\|38.00\|240370;2026-05-26\|37.37\|-6.11\|39.00\|39.08\|36.01\|190253;2026-05-27\|38.38\|2.70\|37.55\|40.00\|36.00\|225285;2026-05-28\|33.00\|-14.02\|35.99\|36.38\|32.70\|239881;2026-05-29\|30.66\|-7.09\|33.00\|33.20\|29.00\|244457;2026-06-01\|29.68\|-3.20\|30.02\|31.23\|29.43\|130425;2026-06-02\|30.19\|1.72\|29.27\|31.29\|28.81\|150512;2026-06-03\|30.60\|1.36\|29.60\|31.70\|29.36\|134222;2026-06-04\|30.61\|0.03\|30.91\|31.39\|30.01\|109652;2026-06-05\|29.71\|-2.94\|30.19\|30.76\|28.82\|113736;2026-06-08\|31.36\|5.55\|28.26\|32.16\|28.00\|179157;2026-06-09\|35.76\|14.03\|34.87\|37.58\|32.83\|261807;2026-06-10\|39.90\|11.58\|35.41\|42.48\|33.95\|314380;2026-06-11\|40.15\|0.63\|39.90\|41.80\|38.55\|237706;2026-06-12\|43.10\|7.35\|40.80\|45.45\|40.47\|248405;2026-06-15\|49.62\|15.13\|45.16\|49.88\|44.40\|223780;2026-06-16\|50.25\|1.27\|49.00\|53.08\|47.41\|303437;2026-06-17\|60.30\|20.00\|51.00\|60.30\|51.00\|237791;2026-06-18\|61.50\|1.99\|58.00\|63.00\|58.00\|239095;2026-06-22\|62.23\|1.19\|61.50\|62.85\|57.00\|244526;2026-06-23\|59.64\|-4.16\|60.66\|62.00\|57.81\|158099;2026-06-24\|65.98\|10.63\|61.88\|69.50\|61.88\|204976;2026-06-25\|69.40\|5.18\|66.00\|71.44\|63.30\|194565;2026-06-26\|63.65\|-8.29\|68.52\|69.90\|63.35\|178229;2026-06-29\|57.64\|-9.44\|63.64\|65.88\|55.70\|235431;2026-06-30\|56.50\|-1.98\|56.72\|61.80\|55.37\|216076;2026-07-01\|51.39\|-9.04\|54.98\|57.79\|49.99\|265361;2026-07-02\|48.78\|-5.08\|49.00\|52.93\|48.13\|184029;2026-07-03\|45.50\|-6.72\|48.13\|50.80\|45.01\|209726;2026-07-06\|40.86\|-10.20\|45.45\|46.67\|40.60\|215791;2026-07-07\|38.95\|-4.67\|40.37\|41.80\|38.40\|171809;2026-07-08\|37.13\|-4.67\|38.97\|40.00\|36.52\|153584;2026-07-09\|38.03\|2.42\|37.59\|38.69\|35.35\|149725;2026-07-10\|37.61\|-1.10\|39.93\|41.88\|37.36\|27213237;2026-07-13\|32.27\|-14.20\|36.10\|37.00\|32.10\|11460083

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason