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
113461	长鑫存储过会	芯片抛光液+航空航天+参股中科声龙行业原因：据财闻3月16日报道，Omdia发文表示，存储芯片市场供需失衡预计将在2026年下半年持续存在，产量增长落后于需求，供应商面临扩产与控本的双重挑战。截至2026年1月，主流DDR4 8Gb DRAM合约价11.5美元，较2025年9月上涨83%；128Gb NAND闪存合约价9.5美元，较2025年9月涨近1.5倍，两大产品价格均创2016年有统计以来新高。公司原因： 1、据2025年11月26日互动易，公司参股公司领航电子在芯片产业中的主要产品包括IC、硅晶圆和碳化硅等半导体级抛光液，其核心产品钨抛光液目前在国内头部FAB厂实现了重大突破。 2、据2025年6月30日互动易，公司的抛光材料业务涉及航天航空领域，主要直接客户有中国商飞等。据2026年2月10日互动易，公司与中国空间技术研究院合作开展的航天器用非晶合金反射镜样品试制及验证试验项目已结项，该项目是否具有应用场景存在较大不确定性。相关信息请以公司公告为准 3、据2024年12月30日互动易，Sunlune专注于为全球客户提供算力芯片系统的研发、设计、生产、销售和相应的技术指导等综合服务。据2025年6月16日互动易，截至目前，公司持有中科声龙境外母公司股权比例为1.8225%。 4、据2025年8月27日半年报，公司“材料+设备+工艺”三维协同，深耕抛光材料主业，智能装备及结构件收入占比近25%，已获头部手机终端厂商试用订单。	参股子公司中科声龙基于3D异质集成的大规模存算一体芯片领域处于业界领先水平	2026-03-03\|36.02\|3.54\|35.19\|37.57\|34.80\|204531;2026-03-04\|34.85\|-3.25\|32.85\|36.10\|32.85\|121314;2026-03-05\|34.58\|-0.77\|35.31\|35.99\|34.42\|101856;2026-03-06\|35.82\|3.59\|34.30\|36.88\|33.74\|123505;2026-03-09\|37.25\|3.99\|36.60\|37.80\|35.51\|203760;2026-03-10\|37.66\|1.10\|37.34\|38.68\|36.86\|176184;2026-03-11\|36.60\|-2.81\|37.58\|38.68\|36.20\|141205;2026-03-12\|35.28\|-3.61\|36.62\|36.73\|35.00\|80181;2026-03-13\|33.94\|-3.80\|34.92\|35.46\|33.79\|81064;2026-03-16\|40.73\|20.01\|34.12\|40.73\|33.50\|235741;2026-03-17\|40.12\|-1.50\|42.00\|42.30\|39.64\|257406;2026-03-18\|42.10\|4.94\|40.50\|43.94\|40.30\|295585;2026-03-19\|38.99\|-7.39\|41.18\|41.53\|38.74\|201422;2026-03-20\|36.31\|-6.87\|38.99\|39.08\|36.00\|187134;2026-03-23\|32.10\|-11.59\|33.70\|34.99\|31.71\|207023;2026-03-24\|34.06\|6.11\|32.68\|34.15\|31.96\|164568;2026-03-25\|37.12\|8.98\|35.30\|39.19\|35.30\|211110;2026-03-26\|35.38\|-4.69\|37.17\|37.77\|35.24\|153758;2026-03-27\|36.02\|1.81\|35.01\|36.83\|34.01\|105148;2026-03-30\|35.40\|-1.72\|35.64\|35.88\|34.70\|70792;2026-03-31\|34.14\|-3.56\|35.13\|35.66\|34.08\|92283;2026-04-01\|35.54\|4.10\|35.29\|37.21\|34.93\|134578;2026-04-02\|34.94\|-1.69\|34.84\|36.91\|34.50\|124231;2026-04-03\|34.43\|-1.46\|36.00\|36.13\|33.95\|93162;2026-04-07\|35.01\|1.68\|35.00\|36.88\|34.71\|111385;2026-04-08\|40.08\|14.48\|36.00\|40.90\|35.41\|230903;2026-04-09\|39.69\|-0.97\|39.20\|40.82\|38.92\|173981;2026-04-10\|39.28\|-1.03\|39.99\|40.50\|37.50\|161252;2026-04-13\|38.77\|-1.30\|38.60\|39.67\|38.00\|92850;2026-04-14\|38.68\|-0.23\|39.17\|39.56\|38.03\|121053;2026-04-15\|37.52\|-3.00\|38.70\|38.84\|37.37\|95909;2026-04-16\|38.04\|1.39\|37.54\|38.42\|36.83\|96744;2026-04-17\|38.60\|1.47\|37.71\|38.94\|37.45\|112374;2026-04-20\|38.60\|0.00\|38.79\|39.85\|38.19\|137712;2026-04-21\|38.17\|-1.11\|37.94\|38.56\|37.51\|79303;2026-04-22\|38.10\|-0.18\|37.60\|38.60\|37.60\|88574;2026-04-23\|37.00\|-2.89\|38.79\|39.93\|36.76\|148783;2026-04-24\|35.24\|-4.76\|36.61\|37.34\|34.66\|127438;2026-04-27\|35.80\|1.59\|35.29\|36.46\|35.28\|83010;2026-04-28\|36.97\|3.27\|35.54\|38.42\|33.83\|166936;2026-04-29\|38.52\|4.19\|36.67\|39.47\|35.68\|176184;2026-04-30\|37.72\|-2.08\|38.53\|38.99\|37.49\|98257;2026-05-06\|38.98\|3.34\|38.75\|39.60\|38.05\|116890;2026-05-07\|39.87\|2.28\|38.75\|40.15\|38.25\|129568;2026-05-08\|39.08\|-1.98\|39.32\|40.12\|39.00\|108234;2026-05-11\|40.10\|2.61\|39.70\|41.15\|39.30\|117318;2026-05-12\|38.60\|-3.74\|39.80\|39.99\|37.61\|121979;2026-05-13\|39.44\|2.18\|37.88\|39.80\|37.47\|92386;2026-05-14\|38.20\|-3.14\|39.48\|39.53\|38.20\|68578;2026-05-15\|38.32\|0.31\|38.39\|40.14\|37.66\|127704;2026-05-18\|39.91\|4.15\|38.28\|40.10\|37.00\|118853;2026-05-19\|39.81\|-0.25\|39.60\|40.68\|39.03\|106474;2026-05-20\|43.77\|9.95\|40.10\|45.68\|39.89\|245128;2026-05-21\|37.14\|-15.15\|43.01\|43.77\|36.92\|262492;2026-05-22\|38.24\|2.96\|37.10\|38.87\|36.63\|167567;2026-05-25\|41.26\|7.90\|39.00\|42.43\|38.29\|186473;2026-05-26\|41.03\|-0.56\|40.68\|41.45\|38.90\|132271;2026-05-27\|39.20\|-4.46\|41.23\|41.45\|39.03\|119623;2026-05-28\|39.61\|1.05\|38.72\|40.08\|38.53\|96060;2026-05-29\|35.42\|-10.12\|39.62\|40.40\|35.10\|144862;2026-06-01\|33.30\|-5.99\|33.58\|36.09\|33.13\|107916;2026-06-02\|33.10\|-0.60\|33.16\|33.83\|32.01\|77324;2026-06-03\|33.59\|1.48\|32.80\|35.14\|32.76\|77319;2026-06-04\|34.16\|1.70\|33.14\|35.85\|32.60\|86032;2026-06-05\|35.09\|2.72\|33.57\|36.82\|32.66\|114953;2026-06-08\|33.28\|-5.16\|33.89\|35.47\|32.98\|87330;2026-06-09\|38.00\|14.18\|34.10\|38.61\|34.10\|184374;2026-06-10\|39.53\|4.03\|38.25\|42.25\|38.10\|172691;2026-06-11\|38.89\|-1.62\|39.77\|39.77\|37.91\|97586;2026-06-12\|38.77\|-0.31\|40.00\|40.89\|38.72\|95220;2026-06-15\|43.80\|12.97\|38.72\|43.98\|38.72\|154819;2026-06-16\|44.60\|1.83\|43.81\|45.45\|43.40\|121406;2026-06-17\|46.79\|4.91\|44.28\|47.20\|43.50\|111579;2026-06-18\|51.59\|10.26\|46.10\|51.88\|45.91\|126983;2026-06-22\|48.82\|-5.37\|51.61\|51.90\|48.23\|140406;2026-06-23\|49.21\|0.80\|48.71\|50.44\|47.32\|116792;2026-06-24\|47.45\|-3.58\|49.51\|49.96\|47.10\|82672;2026-06-25\|45.96\|-3.14\|47.31\|48.51\|45.50\|92586;2026-06-26\|43.00\|-6.44\|45.51\|45.70\|42.69\|86323;2026-06-29\|41.15\|-4.30\|43.27\|43.95\|39.14\|105640;2026-06-30\|42.56\|3.43\|41.01\|42.85\|40.67\|85638;2026-07-01\|44.47\|4.49\|43.72\|48.00\|43.55\|118462;2026-07-02\|42.32\|-4.83\|42.20\|45.95\|42.20\|121141;2026-07-03\|40.82\|-3.54\|42.61\|43.14\|40.30\|95764;2026-07-06\|38.81\|-4.92\|40.48\|42.38\|38.20\|77426;2026-07-07\|38.12\|-1.78\|38.81\|39.83\|37.76\|70756;2026-07-08\|36.41\|-4.49\|38.00\|38.50\|34.95\|77488;2026-07-09\|36.85\|1.21\|36.35\|37.68\|35.00\|61975;2026-07-10\|34.98\|-5.07\|36.92\|38.31\|34.97\|84446;2026-07-13\|31.52\|-9.89\|34.64\|34.69\|31.40\|62132
113460	长鑫存储过会	涨停揭秘：国内功率半导体IDM龙头，纵向一体化覆盖硅片-芯片-封装测试，受益存储涨价带动晶圆代工需求及汽车电子渗透提升；涨停缘由：车规级MOSFET、IGBT模块批量供货比亚迪、蔚来；光伏逆变器配套份额提升；硅片自供比例提高增强成本优势；资金逻辑：资金聚焦半导体中业绩确定性最强的功率赛道，叠加低估值修复与国产替代加速，机构增持意愿强烈；风险提示：功率器件价格仍处下行通道；海外巨头降价竞争加剧；新能源车增速放缓或影响订单持续性	公司为功率半导体龙头，是国内少数集单晶硅片制造、芯片设计制造、器件设计封装测试、终端销售与服务等纵向产业链为一体的规模企业	2026-03-03\|79.00\|-7.72\|86.30\|86.98\|78.70\|208577;2026-03-04\|80.79\|2.27\|78.11\|81.85\|78.11\|148928;2026-03-05\|80.41\|-0.47\|83.00\|83.47\|79.77\|118520;2026-03-06\|79.75\|-0.82\|80.16\|81.11\|79.00\|101190;2026-03-09\|78.10\|-2.07\|77.02\|78.67\|74.50\|140338;2026-03-10\|79.64\|1.97\|79.58\|80.90\|78.85\|111511;2026-03-11\|79.11\|-0.67\|79.50\|80.97\|78.88\|84972;2026-03-12\|78.84\|-0.34\|78.98\|81.10\|77.97\|82952;2026-03-13\|77.20\|-2.08\|78.02\|79.41\|76.95\|89955;2026-03-16\|77.51\|0.40\|77.00\|78.47\|75.17\|106777;2026-03-17\|74.92\|-3.34\|78.17\|78.30\|74.86\|78458;2026-03-18\|76.40\|1.98\|75.01\|76.73\|74.44\|77123;2026-03-19\|74.06\|-3.06\|75.20\|75.48\|73.60\|78355;2026-03-20\|73.50\|-0.76\|74.51\|75.64\|73.50\|86150;2026-03-23\|68.60\|-6.67\|72.05\|72.50\|67.70\|169128;2026-03-24\|69.50\|1.31\|69.58\|69.85\|67.30\|106926;2026-03-25\|72.12\|3.77\|70.27\|72.57\|70.12\|96221;2026-03-26\|71.42\|-0.97\|72.00\|73.17\|70.71\|82343;2026-03-27\|73.60\|3.05\|70.30\|73.96\|70.15\|101236;2026-03-30\|72.78\|-1.11\|72.75\|73.40\|71.63\|101948;2026-03-31\|67.47\|-7.30\|69.15\|69.65\|66.20\|234664;2026-04-01\|70.67\|4.74\|69.30\|71.18\|68.89\|152589;2026-04-02\|71.74\|1.51\|73.50\|73.77\|70.96\|150504;2026-04-03\|72.17\|0.60\|73.02\|74.46\|72.03\|128940;2026-04-07\|70.79\|-1.91\|72.74\|73.28\|70.60\|102444;2026-04-08\|77.80\|9.90\|73.80\|77.86\|73.39\|186387;2026-04-09\|77.62\|-0.23\|77.01\|78.38\|76.00\|123891;2026-04-10\|77.95\|0.43\|78.35\|79.63\|77.84\|114627;2026-04-13\|77.48\|-0.60\|77.58\|78.72\|76.30\|88082;2026-04-14\|78.38\|1.16\|78.08\|79.60\|77.47\|116110;2026-04-15\|76.54\|-2.35\|78.92\|78.92\|76.14\|111270;2026-04-16\|77.76\|1.59\|76.96\|77.98\|76.53\|90430;2026-04-17\|78.69\|1.20\|77.55\|78.93\|76.97\|100984;2026-04-20\|81.78\|3.93\|80.00\|83.75\|79.94\|188152;2026-04-21\|81.39\|-0.48\|81.42\|82.15\|79.76\|128571;2026-04-22\|83.00\|1.98\|81.51\|83.10\|81.39\|133809;2026-04-23\|82.16\|-1.01\|83.36\|84.78\|81.48\|134409;2026-04-24\|82.85\|0.84\|82.60\|84.50\|82.50\|135998;2026-04-27\|79.13\|-4.49\|77.00\|79.59\|73.60\|279159;2026-04-28\|77.79\|-1.69\|77.80\|80.57\|76.90\|186997;2026-04-29\|77.89\|0.13\|77.15\|78.57\|74.80\|167289;2026-04-30\|75.88\|-2.58\|77.71\|78.47\|74.90\|192176;2026-05-06\|78.46\|3.40\|77.15\|80.66\|77.13\|218747;2026-05-07\|78.96\|0.64\|78.80\|79.75\|76.98\|191344;2026-05-08\|76.64\|-2.32\|77.80\|77.99\|74.88\|207339;2026-05-11\|77.73\|1.42\|77.80\|78.98\|76.50\|254550;2026-05-12\|78.40\|0.86\|77.73\|78.46\|74.88\|251915;2026-05-13\|83.12\|6.02\|76.88\|83.47\|75.80\|313231;2026-05-14\|84.00\|1.06\|84.22\|85.80\|82.01\|349303;2026-05-15\|82.89\|-1.32\|84.32\|85.44\|80.31\|313641;2026-05-18\|81.40\|-1.80\|82.21\|83.36\|80.10\|221900;2026-05-19\|79.61\|-2.20\|80.39\|80.88\|76.37\|223872;2026-05-20\|83.71\|5.15\|79.00\|83.71\|78.90\|248703;2026-05-21\|77.61\|-7.29\|84.78\|84.78\|77.50\|279160;2026-05-22\|86.38\|11.30\|79.51\|88.00\|79.36\|420155;2026-05-25\|95.24\|10.26\|89.39\|96.30\|86.88\|441524;2026-05-26\|97.90\|2.79\|93.90\|99.77\|90.61\|407324;2026-05-27\|110.02\|12.38\|101.90\|114.86\|101.20\|516596;2026-05-28\|114.30\|3.89\|110.80\|118.00\|108.13\|415839;2026-05-29\|107.12\|-6.28\|114.00\|115.41\|106.00\|372979;2026-06-01\|99.25\|-7.35\|105.21\|107.03\|98.78\|339072;2026-06-02\|101.50\|2.27\|99.38\|103.98\|96.10\|277013;2026-06-03\|105.82\|4.26\|107.23\|111.23\|103.95\|334634;2026-06-04\|105.50\|-0.30\|104.00\|108.96\|103.00\|221875;2026-06-05\|102.87\|-2.49\|104.19\|108.66\|101.31\|226643;2026-06-08\|94.46\|-8.18\|97.73\|98.78\|93.18\|238394;2026-06-09\|107.88\|14.21\|97.96\|108.00\|95.35\|272519;2026-06-10\|100.40\|-6.93\|103.01\|105.88\|99.02\|209643;2026-06-11\|100.19\|-0.21\|99.01\|102.98\|98.50\|174159;2026-06-12\|96.68\|-3.50\|104.20\|105.88\|95.75\|255533;2026-06-15\|105.15\|8.76\|98.77\|105.98\|94.72\|281675;2026-06-16\|108.80\|3.47\|107.00\|113.00\|105.35\|311039;2026-06-17\|114.10\|4.87\|108.00\|115.00\|106.66\|373853;2026-06-18\|123.13\|7.91\|113.50\|126.12\|111.88\|371698;2026-06-22\|128.11\|4.04\|130.00\|133.07\|123.32\|400348;2026-06-23\|132.96\|3.79\|128.00\|136.50\|127.00\|399932;2026-06-24\|132.99\|0.02\|130.00\|142.72\|129.00\|432214;2026-06-25\|137.45\|3.35\|132.03\|138.00\|129.26\|363205;2026-06-26\|135.76\|-1.23\|133.88\|142.67\|129.51\|333740;2026-06-29\|149.95\|10.45\|145.24\|155.95\|141.19\|405740;2026-06-30\|157.23\|4.86\|153.00\|159.88\|142.25\|348785;2026-07-01\|152.00\|-3.33\|154.96\|162.00\|147.96\|319294;2026-07-02\|135.59\|-10.80\|145.50\|146.97\|135.00\|299367;2026-07-03\|129.46\|-4.52\|134.00\|138.00\|128.00\|258565;2026-07-06\|131.44\|1.53\|131.50\|134.29\|125.01\|239161;2026-07-07\|134.90\|2.63\|129.44\|139.58\|127.30\|259905;2026-07-08\|128.04\|-5.09\|135.30\|136.88\|122.60\|232924;2026-07-09\|136.62\|6.70\|130.88\|136.83\|123.91\|265525;2026-07-10\|118.67\|-13.14\|135.50\|139.13\|118.10\|376695;2026-07-13\|116.08\|-2.18\|117.52\|120.99\|114.03\|190078
113459	长鑫存储过会	涨停揭秘：洁净室粒子监测核心供应商，长鑫存储扩产拉动百级洁净监测需求；涨停缘由：公司激光尘埃粒子传感器适配百级/千级洁净室，已进入中芯国际、长江存储等客户供应链；长鑫存储合肥基地建设提速，洁净室监测设备招标量增加，公司产品具备高精度与定制化优势；资金逻辑：洁净监测细分赛道获资金关注，6月9日主力净流入7800万元，融资余额周增幅达12.4%，机构调研频次环比翻倍；风险提示：公司2025年半导体业务收入占比仅21%，医疗与环保监测仍是主要收入来源；洁净监测设备单价较低，规模效应有待提升	公司激光尘埃粒子传感器、在线粒子计数器等产品，可适配百级/千级/万级/十万级等多等级洁净室环境监测	2026-03-03\|49.60\|-3.48\|51.39\|51.93\|49.60\|12519;2026-03-04\|48.29\|-2.64\|49.26\|49.60\|48.01\|9528;2026-03-05\|49.00\|1.47\|49.49\|50.11\|48.62\|6305;2026-03-06\|49.72\|1.47\|48.70\|50.21\|48.70\|5395;2026-03-09\|48.58\|-2.29\|49.01\|49.01\|47.40\|8829;2026-03-10\|49.80\|2.51\|48.86\|49.93\|48.86\|4383;2026-03-11\|49.20\|-1.20\|49.68\|50.56\|49.14\|6018;2026-03-12\|48.70\|-1.02\|49.16\|49.63\|48.36\|4948;2026-03-13\|48.02\|-1.40\|48.22\|48.90\|47.89\|3815;2026-03-16\|47.70\|-0.67\|47.89\|48.08\|47.31\|4585;2026-03-17\|46.60\|-2.31\|47.54\|47.87\|46.60\|4098;2026-03-18\|46.96\|0.77\|46.60\|46.96\|46.04\|3992;2026-03-19\|45.44\|-3.24\|46.40\|46.41\|45.03\|5903;2026-03-20\|44.85\|-1.30\|45.70\|46.10\|44.80\|4584;2026-03-23\|42.16\|-6.00\|43.68\|44.48\|41.91\|8577;2026-03-24\|43.52\|3.23\|43.04\|43.83\|42.14\|5868;2026-03-25\|44.50\|2.25\|43.87\|44.84\|43.87\|4459;2026-03-26\|43.63\|-1.96\|44.50\|45.25\|43.27\|5473;2026-03-27\|43.87\|0.55\|43.35\|44.18\|43.00\|4963;2026-03-30\|43.41\|-1.05\|43.01\|43.78\|43.01\|3820;2026-03-31\|43.21\|-0.46\|43.22\|44.00\|43.03\|3244;2026-04-01\|44.30\|2.52\|43.96\|44.41\|43.80\|3693;2026-04-02\|43.83\|-1.06\|44.30\|44.68\|43.47\|4293;2026-04-03\|43.03\|-1.83\|43.59\|43.98\|42.85\|3567;2026-04-07\|43.30\|0.63\|43.50\|43.59\|42.93\|3180;2026-04-08\|45.66\|5.45\|43.98\|45.71\|43.98\|6663;2026-04-09\|45.81\|0.33\|45.66\|46.29\|45.01\|5104;2026-04-10\|46.43\|1.35\|46.17\|47.16\|45.99\|5432;2026-04-13\|47.70\|2.74\|46.50\|48.13\|46.42\|11282;2026-04-14\|47.58\|-0.25\|48.00\|48.60\|47.04\|9658;2026-04-15\|46.66\|-1.93\|47.88\|47.92\|46.66\|6069;2026-04-16\|47.05\|0.84\|46.68\|47.37\|46.46\|6486;2026-04-17\|47.89\|1.79\|47.05\|48.00\|46.81\|7120;2026-04-20\|48.03\|0.29\|47.99\|48.59\|47.53\|7629;2026-04-21\|47.95\|-0.17\|47.67\|48.04\|47.45\|4611;2026-04-22\|48.21\|0.54\|47.96\|48.64\|47.57\|5602;2026-04-23\|47.57\|-1.33\|48.21\|48.44\|47.23\|6082;2026-04-24\|47.42\|-0.32\|47.30\|47.68\|46.62\|5832;2026-04-27\|48.80\|2.91\|47.01\|49.05\|47.01\|8185;2026-04-28\|47.18\|-3.32\|48.45\|48.65\|47.00\|7422;2026-04-29\|48.11\|1.97\|48.01\|48.37\|46.80\|7442;2026-04-30\|48.96\|1.77\|48.06\|49.28\|47.88\|7831;2026-05-06\|50.44\|3.02\|48.96\|50.92\|48.96\|13130;2026-05-07\|52.00\|3.09\|50.79\|52.24\|50.73\|13946;2026-05-08\|52.05\|0.10\|51.99\|52.66\|51.04\|10305;2026-05-11\|53.05\|1.92\|52.15\|53.56\|51.73\|14255;2026-05-12\|51.70\|-2.54\|53.04\|53.05\|51.55\|7718;2026-05-13\|51.90\|0.39\|51.50\|52.24\|51.10\|8174;2026-05-14\|51.16\|-1.43\|52.50\|52.50\|51.11\|9598;2026-05-15\|51.85\|1.35\|51.51\|52.80\|50.80\|11864;2026-05-18\|53.47\|3.12\|51.15\|53.68\|50.82\|13489;2026-05-19\|53.45\|-0.04\|53.07\|53.75\|52.25\|9766;2026-05-20\|53.45\|0.00\|52.92\|53.99\|52.90\|8667;2026-05-21\|52.10\|-2.53\|53.72\|54.85\|51.21\|12248;2026-05-22\|54.29\|4.20\|52.00\|54.46\|52.00\|15097;2026-05-25\|57.16\|5.29\|54.80\|57.50\|53.71\|27116;2026-05-26\|55.05\|-3.69\|57.80\|58.12\|53.71\|21365;2026-05-27\|53.65\|-2.54\|54.61\|55.53\|53.50\|13572;2026-05-28\|56.30\|4.94\|53.99\|56.76\|53.00\|17299;2026-05-29\|51.57\|-8.40\|56.30\|56.61\|51.00\|22721;2026-06-01\|51.10\|-0.91\|51.01\|52.54\|50.82\|9289;2026-06-02\|50.65\|-0.88\|51.10\|51.42\|49.10\|10314;2026-06-03\|50.29\|-0.71\|50.64\|51.44\|49.52\|8875;2026-06-04\|50.19\|-0.20\|50.25\|50.80\|49.53\|8154;2026-06-05\|50.58\|0.78\|50.20\|51.87\|48.01\|9863;2026-06-08\|48.62\|-3.88\|49.00\|49.95\|47.01\|12670;2026-06-09\|55.81\|14.79\|49.34\|56.64\|48.62\|29974;2026-06-10\|54.20\|-2.18\|54.32\|55.90\|53.79\|16455;2026-06-11\|55.47\|2.34\|53.50\|55.84\|53.10\|16834;2026-06-12\|54.60\|-1.57\|56.50\|56.67\|53.92\|17279;2026-06-15\|58.00\|6.23\|55.20\|58.77\|54.22\|22335;2026-06-16\|58.08\|0.14\|57.72\|58.45\|56.67\|15440;2026-06-17\|59.56\|2.55\|57.50\|60.99\|57.50\|22398;2026-06-18\|61.48\|3.22\|59.10\|61.88\|58.70\|22244;2026-06-22\|59.84\|-2.67\|61.23\|62.50\|58.06\|20741;2026-06-23\|59.56\|-0.47\|58.62\|60.56\|57.90\|15077;2026-06-24\|59.40\|-0.27\|59.14\|59.88\|56.36\|18782;2026-06-25\|58.73\|-1.13\|59.00\|60.65\|58.15\|13326;2026-06-26\|63.92\|8.84\|58.67\|64.66\|57.60\|34710;2026-06-29\|62.27\|-2.58\|64.17\|66.87\|60.71\|20341;2026-06-30\|65.70\|5.51\|61.64\|65.76\|61.64\|22004;2026-07-01\|64.92\|-1.19\|66.00\|67.90\|63.49\|22839;2026-07-02\|61.72\|-4.93\|63.52\|65.58\|61.23\|17459;2026-07-03\|59.65\|-3.35\|61.59\|61.99\|59.00\|16546;2026-07-06\|57.07\|-4.33\|59.94\|60.49\|57.00\|16255;2026-07-07\|58.69\|2.84\|57.07\|59.40\|54.66\|20494;2026-07-08\|55.12\|-6.08\|58.55\|59.39\|55.09\|14060;2026-07-09\|56.32\|2.18\|55.44\|57.24\|53.65\|13000;2026-07-10\|55.66\|-1.17\|58.36\|59.00\|55.38\|1182198;2026-07-13\|51.74\|-7.04\|55.01\|55.43\|51.53\|947155
113458	长鑫存储过会	芯片电感+服务器电源+稀土永磁+业绩增长 1、据2026年4月16日投资者关系管理信息，公司已完成芯片电感高端市场、高端产品的重大突破，中标知名国际半导体客户新项目，多款电感产品已通过客户性能测试并收到小批量订单；据2025年年度报告，芯片电感元件是AI服务器电源产业链上游的核心零部件。 2、据2025年年度报告，公司是全球汽车与变频家电领域领先的磁性材料供应商，70%以上磁瓦产品面向汽车领域，已形成5万吨永磁铁氧体产能，构建“磁粉-磁芯-电感”垂直整合产业链。 3、据2026年4月27日公告，公司2026年一季度营收3.35亿元，同比增长30.43%；据2025年年度报告，2025年营收12.89亿元，同比增长10.18%，归母净利润1.68亿元，同比增长51.71%。	国内高性能永磁铁氧体湿压磁瓦主要生产企业之一；公司芯片电感二季度批量出货，已中标国际半导体客户新项目，产品用于AI服务器电源	2026-03-03\|91.03\|-6.62\|96.49\|97.91\|90.70\|68328;2026-03-04\|87.63\|-3.73\|89.41\|93.97\|86.51\|56499;2026-03-05\|92.31\|5.34\|89.00\|94.55\|87.00\|61623;2026-03-06\|90.00\|-2.50\|90.34\|93.88\|89.80\|44440;2026-03-09\|88.23\|-1.97\|88.00\|89.28\|82.36\|54137;2026-03-10\|96.40\|9.26\|89.97\|96.88\|89.00\|62557;2026-03-11\|93.00\|-3.53\|96.53\|97.70\|92.36\|46860;2026-03-12\|87.87\|-5.52\|92.03\|92.07\|86.66\|58427;2026-03-13\|84.24\|-4.13\|88.00\|88.00\|84.00\|35884;2026-03-16\|82.94\|-1.54\|84.00\|84.71\|80.00\|33595;2026-03-17\|78.92\|-4.85\|83.11\|84.20\|78.57\|40003;2026-03-18\|80.62\|2.15\|79.15\|81.19\|78.17\|29650;2026-03-19\|75.10\|-6.85\|78.02\|78.93\|74.60\|49980;2026-03-20\|76.10\|1.33\|76.29\|79.00\|75.88\|44613;2026-03-23\|71.24\|-6.39\|72.88\|74.80\|69.89\|60235;2026-03-24\|72.90\|2.33\|72.11\|72.99\|70.27\|40920;2026-03-25\|75.45\|3.50\|73.94\|77.46\|73.92\|42170;2026-03-26\|74.75\|-0.93\|75.40\|76.54\|73.49\|33192;2026-03-27\|76.80\|2.74\|72.68\|78.20\|72.68\|35821;2026-03-30\|78.70\|2.47\|75.51\|79.35\|75.21\|37524;2026-03-31\|78.89\|0.24\|78.58\|81.81\|78.22\|38024;2026-04-01\|85.90\|8.89\|84.51\|91.47\|83.00\|72625;2026-04-02\|81.74\|-4.84\|84.50\|85.60\|81.00\|49605;2026-04-03\|83.75\|2.46\|84.11\|84.58\|80.98\|34719;2026-04-07\|82.35\|-1.67\|83.02\|84.75\|81.58\|27221;2026-04-08\|87.60\|6.38\|84.83\|87.88\|83.83\|45347;2026-04-09\|87.38\|-0.25\|86.00\|89.49\|86.00\|29937;2026-04-10\|88.05\|0.77\|88.29\|89.58\|87.08\|29233;2026-04-13\|92.00\|4.49\|88.21\|92.88\|87.54\|53791;2026-04-14\|91.20\|-0.87\|92.00\|94.83\|90.00\|51723;2026-04-15\|91.69\|0.54\|93.03\|97.39\|91.00\|47072;2026-04-16\|95.00\|3.61\|91.53\|95.50\|91.06\|42782;2026-04-17\|95.90\|0.95\|95.00\|96.51\|93.89\|30797;2026-04-20\|94.70\|-1.25\|96.00\|96.87\|91.10\|66493;2026-04-21\|94.72\|0.02\|93.99\|94.73\|92.52\|23448;2026-04-22\|99.47\|5.01\|94.30\|99.88\|94.09\|45181;2026-04-23\|94.95\|-4.54\|99.62\|100.23\|92.52\|42966;2026-04-24\|95.59\|0.67\|94.07\|96.20\|92.68\|30460;2026-04-27\|92.56\|-3.17\|89.70\|94.42\|89.44\|53669;2026-04-28\|89.61\|-3.19\|93.89\|93.89\|88.08\|45594;2026-04-29\|91.83\|2.48\|89.00\|93.09\|88.50\|37037;2026-04-30\|99.23\|8.06\|91.83\|99.69\|91.83\|66686;2026-05-06\|105.31\|6.13\|102.36\|106.68\|98.00\|61841;2026-05-07\|114.37\|8.60\|106.00\|116.50\|106.00\|63274;2026-05-08\|114.47\|0.09\|112.81\|116.70\|111.56\|56091;2026-05-11\|120.53\|5.29\|114.97\|120.94\|114.18\|59888;2026-05-12\|122.99\|2.04\|120.01\|123.58\|118.00\|41621;2026-05-13\|122.58\|-0.18\|120.73\|123.00\|120.00\|34532;2026-05-14\|121.88\|-0.57\|121.88\|132.66\|121.51\|56468;2026-05-15\|114.70\|-5.89\|121.17\|122.99\|113.00\|80139;2026-05-18\|109.35\|-4.66\|112.35\|114.50\|108.93\|50368;2026-05-19\|113.27\|3.58\|109.91\|113.65\|107.48\|42326;2026-05-20\|117.76\|3.96\|113.20\|119.00\|111.50\|56950;2026-05-21\|121.15\|2.88\|118.00\|128.46\|117.11\|60236;2026-05-22\|141.83\|17.07\|123.58\|143.35\|123.09\|83022;2026-05-25\|170.20\|20.00\|145.38\|170.20\|144.67\|97870;2026-05-26\|163.29\|-4.06\|168.81\|179.61\|158.69\|96270;2026-05-27\|171.29\|4.90\|169.39\|175.00\|163.00\|73543;2026-05-28\|191.10\|11.57\|170.48\|193.00\|170.00\|77234;2026-05-29\|179.50\|-6.07\|187.67\|193.01\|177.86\|73285;2026-06-01\|170.80\|-4.85\|179.50\|188.54\|170.00\|79982;2026-06-02\|195.90\|14.70\|172.79\|197.00\|166.49\|87765;2026-06-03\|187.70\|-4.19\|195.00\|195.00\|184.33\|66816;2026-06-04\|187.49\|-0.11\|187.49\|191.10\|180.88\|46774;2026-06-05\|211.00\|12.54\|183.77\|218.00\|181.11\|100341;2026-06-08\|181.66\|-13.91\|197.84\|203.80\|181.03\|84621;2026-06-09\|208.77\|14.92\|190.90\|210.68\|182.00\|80464;2026-06-10\|195.70\|-6.26\|204.36\|210.50\|192.18\|52533;2026-06-11\|185.07\|-5.43\|191.59\|199.89\|183.00\|57258;2026-06-12\|177.40\|-4.14\|189.00\|190.61\|176.00\|68731;2026-06-15\|197.00\|11.05\|180.95\|197.98\|180.95\|52407;2026-06-16\|200.95\|2.01\|197.00\|203.86\|194.00\|48848;2026-06-17\|193.20\|-3.86\|200.12\|200.94\|188.73\|52057;2026-06-18\|208.08\|7.70\|192.28\|212.00\|191.00\|67969;2026-06-22\|195.26\|-6.16\|206.29\|210.90\|188.17\|85413;2026-06-23\|234.31\|20.00\|198.00\|234.31\|196.26\|119946;2026-06-24\|248.33\|5.98\|239.03\|249.99\|232.21\|87559;2026-06-25\|253.15\|1.94\|238.36\|259.80\|225.88\|102042;2026-06-26\|242.36\|-4.26\|248.87\|262.00\|240.49\|62860;2026-06-29\|222.08\|-8.37\|243.28\|256.80\|219.00\|84256;2026-06-30\|229.49\|3.34\|226.52\|233.00\|217.56\|48628;2026-07-01\|222.60\|-3.00\|226.49\|228.50\|209.20\|85573;2026-07-02\|202.01\|-9.25\|210.00\|215.80\|198.99\|59662;2026-07-03\|190.50\|-5.70\|199.20\|200.00\|188.28\|70282;2026-07-06\|177.00\|-7.09\|192.01\|194.20\|175.02\|54761;2026-07-07\|168.80\|-4.63\|176.01\|178.88\|165.00\|42273;2026-07-08\|174.45\|3.35\|172.18\|178.42\|162.69\|63772;2026-07-09\|178.76\|2.47\|176.48\|179.28\|161.48\|60038;2026-07-10\|169.55\|-5.15\|179.48\|179.99\|169.15\|49836;2026-07-13\|160.22\|-5.50\|168.00\|171.00\|158.75\|33281
113457	长鑫存储过会	涨停揭秘：长鑫存储过会催化国产芯片设备链情绪，恒运昌作为半导体核心零部件供应商受益明显；涨停缘由：2025年研发投入增45.01%，Cedar系列射频电源完成验证，上游元器件全国产化方案已确定，公司明确将通过并购增强等离子体工艺核心零部件供应能力；资金逻辑：6月9日融资买入3315万元，融资余额1.46亿元，两融资金连续三日净流入，叠加每股派息0.8元（股权登记日6月17日）强化短期资金关注度；风险提示：2026年一季度净利润同比下滑，主因行业周期波动、政府补助减少及资产减值计提，当前动态市盈率高达193倍，估值承压	2026-01上市	2026-03-03\|311.00\|-3.41\|322.00\|334.98\|310.02\|16898;2026-03-04\|306.56\|-1.43\|308.02\|314.49\|303.00\|8837;2026-03-05\|308.50\|0.63\|313.30\|318.12\|305.18\|8050;2026-03-06\|320.13\|3.77\|305.00\|322.97\|304.24\|11710;2026-03-09\|318.00\|-0.67\|311.08\|319.66\|301.00\|9713;2026-03-10\|336.50\|5.82\|318.00\|340.00\|318.00\|15028;2026-03-11\|331.18\|-1.58\|334.00\|346.80\|330.50\|7829;2026-03-12\|321.82\|-2.83\|331.18\|335.85\|316.58\|5427;2026-03-13\|320.00\|-0.57\|321.00\|334.77\|316.21\|7292;2026-03-16\|328.15\|2.55\|322.00\|342.00\|315.25\|8136;2026-03-17\|310.12\|-5.49\|328.15\|329.44\|306.88\|7985;2026-03-18\|309.50\|-0.20\|310.12\|311.45\|304.21\|6214;2026-03-19\|287.60\|-7.08\|305.20\|305.99\|284.00\|13469;2026-03-20\|285.30\|-0.80\|286.75\|293.95\|285.28\|7652;2026-03-23\|270.62\|-5.15\|276.80\|284.42\|268.11\|8588;2026-03-24\|285.07\|5.34\|273.10\|285.65\|269.73\|8280;2026-03-25\|294.10\|3.17\|284.10\|296.12\|284.02\|5437;2026-03-26\|292.79\|-0.45\|292.99\|293.00\|284.12\|5525;2026-03-27\|294.00\|0.41\|292.80\|302.98\|288.02\|6565;2026-03-30\|293.80\|-0.07\|286.11\|298.00\|285.19\|5704;2026-03-31\|281.95\|-4.03\|293.72\|293.80\|280.00\|5477;2026-04-01\|301.88\|7.07\|290.25\|306.48\|286.86\|8834;2026-04-02\|289.21\|-4.20\|300.91\|300.91\|283.50\|5712;2026-04-03\|288.80\|-0.14\|292.99\|297.00\|287.10\|4428;2026-04-07\|286.76\|-0.71\|290.00\|299.50\|284.15\|4770;2026-04-08\|304.25\|6.10\|297.00\|304.75\|293.66\|5206;2026-04-09\|300.38\|-1.27\|300.99\|307.68\|298.55\|4532;2026-04-10\|293.32\|-2.35\|304.38\|305.63\|293.17\|4679;2026-04-13\|291.93\|-0.47\|290.00\|297.90\|287.43\|5365;2026-04-14\|300.10\|2.80\|293.00\|304.00\|291.50\|8330;2026-04-15\|307.20\|2.37\|301.10\|314.50\|295.22\|8817;2026-04-16\|306.88\|-0.10\|308.98\|309.20\|300.90\|5370;2026-04-17\|304.04\|-0.93\|305.38\|310.50\|300.28\|6582;2026-04-20\|296.50\|-2.48\|302.99\|305.99\|293.77\|8826;2026-04-21\|291.61\|-1.65\|296.98\|296.98\|276.80\|9502;2026-04-22\|296.27\|1.60\|291.82\|297.80\|287.37\|6264;2026-04-23\|289.90\|-2.15\|296.28\|305.00\|285.00\|6584;2026-04-24\|292.55\|0.91\|288.10\|298.40\|284.90\|6207;2026-04-27\|301.49\|3.06\|293.70\|305.66\|288.04\|9541;2026-04-28\|309.06\|2.51\|294.00\|330.00\|287.00\|15881;2026-04-29\|314.10\|1.63\|303.00\|314.90\|296.20\|11315;2026-04-30\|325.05\|3.49\|308.18\|333.00\|308.18\|11360;2026-05-06\|325.04\|-0.00\|331.22\|341.64\|319.02\|14944;2026-05-07\|329.78\|1.46\|321.86\|334.45\|320.00\|10006;2026-05-08\|343.60\|4.19\|325.08\|347.55\|319.12\|13904;2026-05-11\|375.00\|9.14\|346.99\|386.20\|338.17\|17977;2026-05-12\|412.00\|9.87\|375.00\|425.49\|375.00\|19445;2026-05-13\|430.72\|4.54\|390.90\|444.00\|390.00\|14896;2026-05-14\|424.86\|-1.36\|430.71\|450.80\|415.03\|11440;2026-05-15\|446.05\|4.99\|421.01\|467.29\|417.69\|15643;2026-05-18\|449.00\|0.66\|450.00\|485.00\|421.12\|15330;2026-05-19\|448.05\|-0.21\|429.81\|458.00\|426.00\|12638;2026-05-20\|490.50\|9.47\|443.18\|494.04\|443.18\|13812;2026-05-21\|433.00\|-11.72\|505.00\|508.99\|423.10\|15973;2026-05-22\|425.12\|-1.82\|434.00\|439.99\|412.00\|11548;2026-05-25\|419.08\|-1.42\|426.12\|433.00\|402.04\|11380;2026-05-26\|400.00\|-4.55\|424.99\|425.00\|391.40\|12860;2026-05-27\|380.30\|-4.92\|401.01\|405.00\|375.11\|10478;2026-05-28\|380.15\|-0.04\|379.00\|383.43\|370.04\|6351;2026-05-29\|349.90\|-7.96\|381.00\|382.54\|347.00\|10484;2026-06-01\|333.00\|-4.83\|350.00\|354.98\|331.00\|9591;2026-06-02\|331.75\|-0.38\|335.00\|338.96\|322.10\|6327;2026-06-03\|336.69\|1.49\|332.96\|347.00\|328.06\|8767;2026-06-04\|337.12\|0.13\|328.97\|343.88\|323.00\|8674;2026-06-05\|347.28\|3.01\|330.97\|361.76\|326.21\|12037;2026-06-08\|322.59\|-7.11\|327.31\|335.44\|317.19\|9907;2026-06-09\|370.97\|15.00\|328.88\|382.00\|326.66\|16418;2026-06-10\|365.40\|-1.50\|363.13\|381.96\|356.20\|9962;2026-06-11\|372.58\|1.97\|361.00\|392.51\|361.00\|13852;2026-06-12\|378.47\|1.58\|381.00\|405.98\|376.14\|16415;2026-06-15\|371.53\|-1.83\|380.00\|387.70\|360.88\|10554;2026-06-16\|388.85\|4.66\|371.50\|392.00\|363.38\|9297;2026-06-17\|383.00\|-1.50\|383.00\|393.80\|367.13\|13903;2026-06-18\|405.00\|5.97\|380.00\|416.88\|375.90\|12773;2026-06-22\|408.20\|0.79\|403.40\|418.27\|387.30\|10444;2026-06-23\|421.88\|3.35\|400.21\|436.50\|390.38\|12998;2026-06-24\|453.85\|7.58\|410.96\|454.99\|410.88\|12913;2026-06-25\|436.00\|-3.93\|455.00\|462.98\|431.29\|11392;2026-06-26\|449.98\|3.21\|436.13\|459.00\|415.00\|10465;2026-06-29\|474.99\|5.56\|448.93\|475.88\|420.24\|11597;2026-06-30\|484.03\|1.90\|472.00\|498.74\|460.05\|9928;2026-07-01\|432.00\|-10.75\|478.00\|482.52\|408.00\|16754;2026-07-02\|387.50\|-10.30\|400.19\|415.99\|383.21\|11804;2026-07-03\|376.15\|-2.93\|392.87\|393.12\|370.00\|7234;2026-07-06\|371.00\|-1.37\|380.00\|382.00\|348.00\|9713;2026-07-07\|382.10\|2.99\|363.00\|391.48\|360.00\|9296;2026-07-08\|385.77\|0.96\|382.10\|403.19\|370.33\|6414;2026-07-09\|424.00\|9.91\|388.13\|431.00\|388.13\|8887;2026-07-10\|398.97\|-5.90\|424.00\|429.00\|388.00\|931789;2026-07-13\|367.94\|-7.78\|389.98\|397.15\|366.00\|411799
113456	长鑫存储过会	半导体硅片+硅片涨价预期+拟收购晶隆半导体行业原因：据证券时报6月26日报道，全球半导体硅片巨头信越化学、SUMCO、环球晶圆年内已启动两轮涨价，其中AI/HPC用高端硅片涨幅达18%-22%。国内已有硅片厂商跟随调价，个别厂商全品类外延片产品上调幅度达15%。公司原因： 1、据2026年6月10日公告，公司拟通过公开摘牌方式参与收购安徽晶隆半导体科技有限公司60%股权，标的公司已完成8英寸硅外延片试生产并获客户验证，收购后可形成衬底到外延的一站式解决方案；据2026年6月26日公告，该收购议案已获股东大会通过。 2、据2026年6月1日机构调研，公司目前订单饱满，产能稼动率持续保持高位，当前市场对半导体硅片价格上涨的预期较强，公司将在订单商洽中积极争取更有利的价格空间。 3、据2026年3月27日年报及2026年6月1日机构调研，公司深耕8英寸抛光及外延硅片，下游功率半导体订单饱满，8英寸硅片产销量创历史新高；预计2026年第二季度末8英寸硅片产能将达到30万片/月。	国内半导体材料龙头企业，主要产品包括半导体硅抛光片、刻蚀设备用硅材料、半导体区熔硅单晶等，主要用于分立器件、功率器件、集成电路、刻蚀设备用硅部件等的制造	2026-03-03\|15.27\|-7.40\|16.70\|16.79\|15.18\|269821;2026-03-04\|16.06\|5.17\|15.08\|16.99\|15.08\|366475;2026-03-05\|16.21\|0.93\|16.75\|16.90\|16.05\|240497;2026-03-06\|15.89\|-1.97\|15.98\|16.33\|15.86\|160771;2026-03-09\|15.57\|-2.01\|15.48\|15.69\|15.01\|203083;2026-03-10\|15.79\|1.41\|15.91\|16.15\|15.57\|158483;2026-03-11\|15.83\|0.25\|16.00\|16.32\|15.73\|176583;2026-03-12\|15.50\|-2.08\|15.95\|15.95\|15.32\|128866;2026-03-13\|15.25\|-1.61\|15.33\|15.73\|15.09\|127784;2026-03-16\|15.40\|0.98\|15.08\|15.44\|14.80\|138473;2026-03-17\|14.84\|-3.64\|15.39\|15.40\|14.80\|108915;2026-03-18\|15.26\|2.83\|14.97\|15.29\|14.89\|116459;2026-03-19\|14.70\|-3.67\|14.98\|15.06\|14.61\|113442;2026-03-20\|14.50\|-1.36\|14.82\|15.18\|14.36\|131696;2026-03-23\|13.64\|-5.93\|14.05\|14.32\|13.51\|160705;2026-03-24\|13.88\|1.76\|13.95\|14.00\|13.39\|107739;2026-03-25\|13.98\|0.72\|13.95\|14.30\|13.83\|118337;2026-03-26\|13.70\|-2.00\|13.93\|14.02\|13.60\|80457;2026-03-27\|13.76\|0.44\|13.46\|13.92\|13.39\|92066;2026-03-30\|13.85\|0.65\|13.54\|13.90\|13.37\|84299;2026-03-31\|13.43\|-3.03\|13.84\|13.87\|13.43\|88489;2026-04-01\|13.76\|2.46\|13.75\|13.86\|13.60\|90181;2026-04-02\|13.37\|-2.83\|13.72\|13.79\|13.25\|75392;2026-04-03\|13.39\|0.15\|13.41\|13.58\|13.33\|57811;2026-04-07\|13.90\|3.81\|13.48\|14.06\|13.40\|112834;2026-04-08\|14.54\|4.60\|14.20\|14.55\|14.18\|155706;2026-04-09\|14.37\|-1.17\|14.37\|14.55\|14.29\|97369;2026-04-10\|14.33\|-0.28\|14.55\|14.74\|14.30\|93747;2026-04-13\|14.27\|-0.42\|14.34\|14.55\|14.23\|84421;2026-04-14\|14.54\|1.89\|14.44\|14.72\|14.42\|98296;2026-04-15\|14.45\|-0.62\|14.60\|14.75\|14.42\|94234;2026-04-16\|14.68\|1.59\|14.50\|14.70\|14.28\|90926;2026-04-17\|15.15\|3.20\|14.65\|15.23\|14.56\|137389;2026-04-20\|15.64\|3.23\|15.15\|15.85\|15.00\|180763;2026-04-21\|15.46\|-1.15\|15.58\|15.60\|15.18\|115639;2026-04-22\|15.70\|1.55\|15.25\|15.82\|15.24\|134534;2026-04-23\|15.46\|-1.53\|15.74\|15.87\|15.37\|138763;2026-04-24\|15.42\|-0.26\|15.38\|15.64\|15.31\|130146;2026-04-27\|15.87\|2.92\|15.32\|16.00\|15.32\|163356;2026-04-28\|15.53\|-2.14\|15.83\|15.85\|15.40\|117692;2026-04-29\|15.35\|-1.16\|15.35\|15.50\|14.87\|138790;2026-04-30\|16.24\|5.80\|15.45\|16.33\|15.28\|209128;2026-05-06\|16.71\|2.89\|16.41\|17.27\|16.41\|248691;2026-05-07\|16.94\|1.38\|16.79\|17.06\|16.42\|167855;2026-05-08\|17.86\|5.43\|16.81\|18.21\|16.62\|332787;2026-05-11\|19.05\|6.66\|18.31\|19.91\|18.31\|480139;2026-05-12\|18.67\|-1.99\|18.71\|19.27\|18.40\|284260;2026-05-13\|19.16\|2.62\|18.33\|19.35\|18.23\|295864;2026-05-14\|19.18\|0.10\|19.30\|19.65\|18.76\|271808;2026-05-15\|18.81\|-1.93\|19.35\|19.95\|18.50\|335376;2026-05-18\|19.74\|4.94\|18.61\|20.63\|18.36\|398054;2026-05-19\|21.36\|8.21\|19.31\|21.72\|18.80\|479189;2026-05-20\|21.07\|-1.36\|20.59\|21.35\|20.41\|423107;2026-05-21\|19.17\|-9.02\|21.00\|21.60\|19.15\|464131;2026-05-22\|19.50\|1.72\|19.45\|19.78\|18.80\|334562;2026-05-25\|19.88\|1.95\|19.80\|20.39\|19.18\|316418;2026-05-26\|19.21\|-3.37\|19.71\|19.71\|18.75\|272936;2026-05-27\|19.49\|1.46\|19.66\|20.17\|18.81\|303272;2026-05-28\|20.60\|5.70\|19.20\|20.88\|18.89\|411267;2026-05-29\|19.09\|-7.33\|20.50\|20.56\|18.89\|347650;2026-06-01\|17.94\|-6.02\|19.09\|19.09\|17.87\|242590;2026-06-02\|18.05\|0.61\|18.02\|18.58\|17.55\|228513;2026-06-03\|19.10\|5.82\|18.00\|20.23\|17.83\|323343;2026-06-04\|20.52\|7.43\|18.69\|20.85\|18.40\|375610;2026-06-05\|19.89\|-3.07\|20.20\|20.78\|19.50\|254446;2026-06-08\|19.67\|-1.11\|18.60\|20.70\|18.60\|306441;2026-06-09\|22.70\|15.40\|20.16\|23.17\|19.40\|573468;2026-06-10\|23.87\|5.15\|22.48\|24.94\|22.37\|671907;2026-06-11\|23.18\|-2.89\|22.80\|24.45\|22.58\|537678;2026-06-12\|21.00\|-9.40\|24.00\|24.10\|20.34\|666267;2026-06-15\|25.12\|19.62\|20.61\|25.20\|19.67\|795713;2026-06-16\|25.59\|1.87\|24.70\|26.18\|24.35\|686383;2026-06-17\|26.26\|2.62\|24.93\|27.16\|24.63\|689965;2026-06-18\|25.44\|-3.12\|25.90\|26.99\|25.30\|549207;2026-06-22\|25.34\|-0.39\|25.80\|25.80\|24.36\|483016;2026-06-23\|24.26\|-4.26\|24.70\|25.15\|23.50\|392124;2026-06-24\|24.03\|-0.74\|24.03\|24.45\|23.27\|350001;2026-06-25\|25.75\|7.16\|24.48\|25.88\|23.77\|507326;2026-06-26\|30.90\|20.00\|25.02\|30.90\|24.77\|739508;2026-06-29\|37.08\|20.00\|32.50\|37.08\|31.53\|944736;2026-06-30\|39.97\|7.79\|38.50\|41.21\|37.00\|961205;2026-07-01\|45.80\|14.59\|39.00\|46.30\|38.52\|845185;2026-07-02\|45.91\|0.24\|41.33\|48.79\|37.50\|857264;2026-07-03\|42.19\|-8.10\|44.50\|45.77\|39.01\|828298;2026-07-06\|38.45\|-8.86\|42.70\|43.42\|37.57\|651333;2026-07-07\|46.14\|20.00\|38.98\|46.14\|38.13\|765660;2026-07-08\|44.81\|-2.88\|47.86\|50.10\|44.30\|894276;2026-07-09\|53.77\|20.00\|45.93\|53.77\|44.82\|844235;2026-07-10\|56.60\|5.26\|52.31\|60.78\|50.02\|83542509;2026-07-13\|48.90\|-13.60\|51.50\|55.41\|48.11\|46405435
113455	长鑫存储过会	涨停揭秘：华为发布半导体韬定律并预告麒麟芯片性能跃升，带动国产光刻胶需求预期升温；涨停缘由：公司半导体光刻胶已批量供货，直接受益于先进制程加速推进及国产替代加速落地；资金逻辑：主力资金5月25日大幅净流入，板块内领涨标的，量价齐升显示资金抢筹意愿强烈；风险提示：半导体光刻胶业务占比仍较低，技术壁垒高、客户认证周期长，短期业绩弹性有限	公司的干膜光刻胶、显示用光刻胶、半导体光刻胶等产品已经面向市场实现了批量销售	2026-03-03\|37.66\|-7.20\|40.57\|40.99\|37.50\|170163;2026-03-04\|37.16\|-1.33\|37.00\|38.25\|36.99\|74522;2026-03-05\|37.77\|1.64\|38.00\|38.62\|37.50\|84339;2026-03-06\|37.81\|0.11\|37.51\|38.00\|37.50\|55119;2026-03-09\|37.30\|-1.35\|37.10\|37.39\|35.80\|88563;2026-03-10\|38.45\|3.08\|37.89\|38.49\|37.61\|80510;2026-03-11\|38.00\|-1.17\|38.25\|38.95\|37.91\|58756;2026-03-12\|37.77\|-0.61\|38.09\|38.21\|37.45\|49263;2026-03-13\|37.76\|-0.03\|37.33\|38.43\|37.30\|53499;2026-03-16\|38.40\|1.69\|37.39\|38.43\|37.01\|64135;2026-03-17\|37.12\|-3.33\|38.37\|38.37\|37.10\|54921;2026-03-18\|37.70\|1.56\|37.43\|37.75\|37.03\|43605;2026-03-19\|36.43\|-3.37\|37.15\|37.30\|36.17\|68511;2026-03-20\|35.41\|-2.80\|36.81\|36.95\|35.40\|63665;2026-03-23\|33.50\|-5.39\|34.80\|35.18\|33.21\|78542;2026-03-24\|33.93\|1.28\|34.36\|34.44\|32.98\|58622;2026-03-25\|34.75\|2.42\|34.37\|35.05\|34.30\|63939;2026-03-26\|33.68\|-3.08\|34.41\|34.70\|33.51\|46829;2026-03-27\|34.25\|1.69\|33.01\|34.55\|33.00\|54688;2026-03-30\|34.30\|0.15\|33.75\|34.39\|33.41\|39650;2026-03-31\|33.59\|-2.07\|34.27\|34.43\|33.50\|42537;2026-04-01\|34.27\|2.02\|34.26\|34.38\|33.94\|41193;2026-04-02\|33.06\|-3.53\|34.02\|34.20\|32.85\|50167;2026-04-03\|32.93\|-0.39\|33.19\|33.66\|32.93\|41447;2026-04-07\|33.54\|1.85\|33.00\|33.75\|33.00\|38348;2026-04-08\|35.14\|4.77\|34.39\|35.14\|34.18\|81264;2026-04-09\|34.86\|-0.80\|34.70\|35.39\|34.63\|60217;2026-04-10\|34.92\|0.17\|35.17\|35.50\|34.92\|56230;2026-04-13\|34.95\|0.09\|34.80\|35.27\|34.77\|41258;2026-04-14\|35.36\|1.17\|35.34\|35.65\|35.07\|61466;2026-04-15\|34.75\|-1.73\|35.65\|35.65\|34.71\|50482;2026-04-16\|35.36\|1.76\|34.90\|35.55\|34.63\|55939;2026-04-17\|36.06\|1.98\|35.28\|36.18\|35.05\|98054;2026-04-20\|36.98\|2.55\|35.98\|37.06\|35.88\|107491;2026-04-21\|37.22\|0.65\|36.99\|37.70\|36.76\|96761;2026-04-22\|38.28\|2.85\|37.30\|38.70\|37.02\|165538;2026-04-23\|37.88\|-1.04\|38.80\|39.11\|37.81\|132781;2026-04-24\|37.31\|-1.50\|37.62\|38.75\|37.30\|111281;2026-04-27\|38.61\|3.48\|37.38\|40.41\|37.37\|259260;2026-04-28\|38.28\|-0.85\|38.19\|38.42\|37.21\|149976;2026-04-29\|37.57\|-1.85\|37.71\|38.28\|37.36\|96015;2026-04-30\|37.05\|-1.38\|37.57\|38.02\|37.00\|100706;2026-05-06\|37.64\|1.59\|37.79\|38.59\|37.58\|144482;2026-05-07\|38.78\|3.03\|37.79\|38.96\|37.60\|135082;2026-05-08\|37.83\|-2.45\|38.20\|38.40\|37.71\|103665;2026-05-11\|38.77\|2.48\|38.02\|39.17\|38.02\|149519;2026-05-12\|39.73\|2.48\|39.00\|39.94\|38.70\|206691;2026-05-13\|40.93\|3.02\|38.94\|40.98\|38.55\|227424;2026-05-14\|41.31\|0.93\|40.66\|42.50\|39.78\|306092;2026-05-15\|42.55\|3.00\|40.90\|43.99\|40.80\|393019;2026-05-18\|45.37\|6.63\|42.55\|47.30\|41.48\|514365;2026-05-19\|45.99\|1.37\|44.15\|47.00\|43.82\|392916;2026-05-20\|44.88\|-2.41\|45.52\|45.89\|43.88\|300927;2026-05-21\|42.46\|-5.39\|45.15\|45.68\|42.00\|358787;2026-05-22\|45.78\|7.82\|42.86\|46.70\|42.60\|438155;2026-05-25\|52.20\|14.02\|50.24\|54.94\|47.88\|778164;2026-05-26\|48.24\|-7.59\|50.00\|50.88\|46.66\|620984;2026-05-27\|45.35\|-5.99\|48.25\|48.26\|45.00\|412915;2026-05-28\|47.40\|4.52\|44.62\|47.97\|44.50\|399956;2026-05-29\|43.53\|-8.16\|47.00\|48.24\|42.96\|371535;2026-06-01\|42.52\|-2.32\|43.36\|45.17\|42.50\|217807;2026-06-02\|42.08\|-1.03\|42.52\|44.04\|41.94\|205495;2026-06-03\|41.06\|-2.42\|41.20\|42.90\|40.50\|253999;2026-06-04\|41.40\|0.83\|40.27\|42.08\|40.10\|171390;2026-06-05\|41.77\|0.89\|40.80\|44.26\|38.88\|350016;2026-06-08\|39.84\|-4.62\|39.31\|41.39\|39.31\|178102;2026-06-09\|46.19\|15.94\|40.64\|46.75\|39.51\|470981;2026-06-10\|43.63\|4.05\|42.40\|44.21\|41.78\|499672;2026-06-11\|45.20\|3.60\|43.00\|46.99\|42.85\|562432;2026-06-12\|45.20\|0.00\|47.45\|49.29\|45.03\|577086;2026-06-15\|48.94\|8.27\|48.24\|49.62\|45.77\|391455;2026-06-16\|49.88\|1.92\|49.00\|51.70\|48.80\|343594;2026-06-17\|51.22\|2.69\|48.80\|52.33\|48.18\|298892;2026-06-18\|49.77\|-2.83\|50.64\|51.22\|48.98\|253288;2026-06-22\|53.92\|8.34\|52.80\|54.90\|50.10\|415429;2026-06-23\|51.22\|-5.01\|55.00\|55.00\|50.60\|316134;2026-06-24\|52.79\|3.07\|50.71\|53.57\|49.84\|292413;2026-06-25\|51.11\|-3.18\|53.00\|53.50\|50.00\|289272;2026-06-26\|51.16\|0.10\|50.30\|54.00\|50.16\|373695;2026-06-29\|50.06\|-2.15\|51.19\|55.83\|48.69\|447776;2026-06-30\|51.22\|2.32\|50.06\|51.42\|48.30\|323909;2026-07-01\|51.05\|-0.33\|51.28\|53.46\|50.38\|317219;2026-07-02\|50.15\|-1.76\|49.33\|52.65\|46.80\|321101;2026-07-03\|45.86\|-8.55\|49.10\|49.79\|45.86\|271864;2026-07-06\|43.69\|-4.73\|46.61\|46.85\|43.07\|248635;2026-07-07\|42.70\|-2.27\|43.47\|43.88\|42.00\|149616;2026-07-08\|40.69\|-4.71\|42.55\|43.05\|39.81\|169116;2026-07-09\|42.85\|5.31\|41.46\|43.00\|39.92\|202917;2026-07-10\|39.81\|-7.09\|42.86\|44.35\|39.80\|260528;2026-07-13\|37.37\|-6.13\|39.68\|40.26\|37.30\|135487
113454	长鑫存储过会	半导体材料+存储芯片靶材+收购凯德石英+一季报增长行业原因：英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年4月16日年报，超高纯钨靶是存储芯片的金属骨架，AI与HBM技术重塑存储芯片市场导致其需求激增，全球仅公司及头部跨国企业掌握核心技术，公司产品已在多家国际知名存储芯片制造商批量应用。 2、公司主要专注于超高纯金属溅射靶材和半导体精密零部件的研发、生产和销售。据2026年4月29日公告，公司2026年一季度实现营收13.06亿元，同比增长30.49%；归母净利润2.10亿元，同比增长33.42%。 3、据2026年6月10日公告，公司第四届董事会第三十六次会议审议通过全资子公司购买设备等议案，保障业务拓展与产能扩充；据2026年5月28日公告，公司拟入主北京凯德石英的控制权收购事项已获北交所合规性确认，产业链整合取得关键进展。	公司拟收购凯德石英控制权，标的专注于石英仪器、石英管道、石英舟等石英玻璃制品的研发、生产和销售	2026-03-03\|154.58\|-2.07\|157.04\|167.81\|154.28\|201565;2026-03-04\|150.01\|-2.96\|150.00\|155.97\|148.51\|146148;2026-03-05\|151.50\|0.99\|156.01\|156.50\|149.26\|137461;2026-03-06\|148.37\|-2.07\|150.48\|151.93\|146.78\|101321;2026-03-09\|151.51\|2.12\|144.89\|152.99\|141.95\|140142;2026-03-10\|154.18\|1.76\|153.85\|154.73\|150.53\|125253;2026-03-11\|149.26\|-3.19\|153.00\|154.60\|148.20\|113985;2026-03-12\|147.52\|-1.17\|150.00\|152.88\|143.07\|104547;2026-03-13\|144.90\|-1.78\|145.10\|150.40\|144.00\|79046;2026-03-16\|142.70\|-1.52\|145.75\|146.90\|138.50\|92774;2026-03-17\|136.12\|-4.61\|143.61\|144.10\|136.00\|81506;2026-03-18\|137.42\|0.95\|137.89\|138.60\|134.81\|66707;2026-03-19\|136.65\|-0.56\|136.13\|139.95\|133.55\|94164;2026-03-20\|133.14\|-2.57\|137.38\|139.94\|133.00\|85954;2026-03-23\|125.71\|-5.58\|130.77\|132.89\|124.71\|81831;2026-03-24\|130.85\|4.09\|128.24\|131.34\|125.48\|89605;2026-03-25\|137.35\|4.97\|133.52\|141.87\|133.46\|124555;2026-03-26\|133.60\|-2.73\|137.31\|137.35\|132.66\|54863;2026-03-27\|146.02\|9.30\|131.49\|147.98\|130.85\|161925;2026-03-30\|146.49\|0.32\|144.84\|146.49\|141.50\|108713;2026-03-31\|139.22\|-4.96\|144.80\|145.30\|138.60\|89506;2026-04-01\|140.27\|0.75\|143.88\|144.60\|139.00\|82346;2026-04-02\|135.50\|-3.40\|139.53\|139.90\|133.40\|73107;2026-04-03\|149.14\|10.07\|136.30\|151.45\|135.32\|170880;2026-04-07\|149.51\|0.25\|149.99\|153.28\|148.04\|85025;2026-04-08\|159.61\|6.76\|150.54\|160.65\|149.60\|159594;2026-04-09\|156.97\|-1.65\|156.00\|160.00\|155.36\|91020;2026-04-10\|156.50\|-0.30\|158.98\|164.80\|156.50\|124555;2026-04-13\|156.02\|-0.31\|155.24\|158.72\|154.84\|93733;2026-04-14\|161.92\|3.78\|158.00\|164.50\|156.68\|106446;2026-04-15\|154.35\|-4.68\|161.93\|161.93\|153.41\|96647;2026-04-16\|154.05\|-0.19\|154.69\|155.35\|150.12\|75258;2026-04-17\|159.42\|3.49\|151.76\|161.73\|149.69\|129997;2026-04-20\|156.96\|-1.54\|158.84\|158.85\|153.28\|91598;2026-04-21\|157.22\|0.17\|157.00\|159.94\|153.13\|84595;2026-04-22\|160.66\|2.19\|156.57\|160.68\|155.21\|114255;2026-04-23\|155.95\|-2.93\|160.80\|163.00\|152.35\|124957;2026-04-24\|156.21\|0.17\|155.20\|158.50\|153.87\|79381;2026-04-27\|167.75\|7.39\|160.00\|171.96\|160.00\|174994;2026-04-28\|179.37\|6.93\|167.80\|180.00\|165.04\|189639;2026-04-29\|175.39\|-2.22\|168.00\|175.76\|162.29\|197760;2026-04-30\|179.71\|2.46\|172.00\|191.11\|169.00\|149517;2026-05-06\|182.01\|1.28\|185.00\|195.60\|181.01\|162894;2026-05-07\|186.55\|2.49\|183.31\|186.60\|177.28\|126308;2026-05-08\|173.43\|-7.03\|180.60\|181.80\|172.00\|169390;2026-05-11\|185.00\|6.67\|176.90\|185.00\|174.01\|174301;2026-05-12\|181.77\|-1.75\|183.00\|183.28\|177.77\|121006;2026-05-13\|186.25\|2.46\|177.04\|187.27\|174.09\|139601;2026-05-14\|180.00\|-3.36\|187.00\|195.00\|180.00\|146179;2026-05-15\|189.86\|5.48\|181.67\|197.99\|181.11\|205757;2026-05-18\|201.26\|6.00\|189.92\|202.50\|186.28\|188945;2026-05-19\|213.93\|6.30\|199.00\|216.49\|196.00\|198009;2026-05-20\|213.68\|-0.12\|209.88\|218.00\|205.24\|157565;2026-05-21\|191.02\|-10.60\|216.50\|222.22\|188.90\|234997;2026-05-22\|196.60\|3.13\|192.99\|201.87\|184.00\|172282;2026-05-25\|207.99\|5.79\|197.90\|209.38\|189.68\|170883;2026-05-26\|197.09\|-5.24\|205.63\|205.63\|188.25\|185035;2026-05-27\|183.40\|-6.95\|195.00\|197.99\|182.24\|164118;2026-05-28\|203.05\|10.71\|182.18\|204.97\|181.67\|252079;2026-05-29\|190.20\|-6.33\|204.00\|204.14\|187.74\|182067;2026-06-01\|188.06\|-1.13\|189.25\|198.60\|186.55\|135236;2026-06-02\|209.22\|11.25\|188.60\|215.88\|188.60\|258816;2026-06-03\|208.00\|-0.58\|209.16\|214.44\|204.27\|181713;2026-06-04\|210.53\|1.22\|205.00\|213.46\|205.00\|133711;2026-06-05\|201.19\|-4.44\|205.55\|215.96\|198.20\|150400;2026-06-08\|193.57\|-3.79\|195.00\|205.80\|191.00\|139820;2026-06-09\|224.88\|16.18\|199.00\|226.50\|195.22\|232551;2026-06-10\|243.67\|8.36\|224.85\|249.88\|220.00\|278644;2026-06-11\|292.40\|20.00\|255.13\|292.40\|255.13\|216001;2026-06-12\|274.08\|-6.27\|337.21\|338.88\|271.93\|480243;2026-06-15\|293.60\|7.12\|284.00\|298.00\|265.60\|331236;2026-06-16\|299.61\|2.05\|293.00\|308.80\|288.18\|330669;2026-06-17\|301.57\|0.65\|288.00\|304.40\|285.01\|314456;2026-06-18\|311.20\|3.19\|301.58\|325.68\|300.60\|256254;2026-06-22\|308.75\|-0.79\|323.00\|326.53\|299.19\|285323;2026-06-23\|292.83\|-5.16\|300.10\|308.53\|289.00\|225253;2026-06-24\|304.04\|3.83\|291.72\|308.62\|285.00\|207835;2026-06-25\|330.00\|8.54\|314.00\|337.70\|304.10\|255854;2026-06-26\|354.78\|7.51\|326.70\|366.65\|324.48\|272493;2026-06-29\|382.48\|7.81\|369.10\|388.99\|339.02\|302758;2026-06-30\|368.60\|-3.63\|372.00\|374.97\|345.80\|258560;2026-07-01\|394.33\|6.98\|369.00\|418.99\|369.00\|253968;2026-07-02\|342.47\|-13.15\|370.11\|375.00\|340.51\|246566;2026-07-03\|332.19\|-3.00\|348.40\|351.00\|320.88\|207957;2026-07-06\|326.86\|-1.60\|338.83\|342.79\|311.00\|173301;2026-07-07\|329.00\|0.65\|326.00\|336.99\|316.24\|138047;2026-07-08\|333.86\|1.48\|329.12\|347.60\|307.00\|191190;2026-07-09\|364.48\|9.17\|339.46\|366.88\|328.55\|239265;2026-07-10\|340.44\|-6.60\|369.00\|385.00\|340.44\|223970;2026-07-13\|330.25\|-2.99\|332.08\|346.80\|328.62\|102683
113453	长鑫存储过会	半导体硅片+供货晶圆厂+12英寸扩产行业原因： 1、5月17日，长鑫科技恢复上市审核进程。5月19日，长江存储启动上市辅导备案。 2、AI算力需求爆发推动存储芯片进入“超级周期”。兴业证券5月9日研报指出，国产存储产业链有数倍扩产空间，从而为上游半导体设备材料带来极大的发展机遇。公司原因： 1、据2026年4月4日年报，公司12英寸外延片产能已扩至48万片/年，郑州二期2026年底将再增6万片/月，届时总产能达10万片/月，订单饱满。 2、据2026年4月4日年报，公司具备从晶体成长到外延生长的一体化制造能力，向台积电、华虹宏力等全球前十大晶圆代工厂中的7家供货，12英寸产品毛利率处于行业前列。 3、据2025年12月26日投资者关系记录，公司12英寸CIS外延片已锁定国内目标客户并完成送样，应用于5000万像素手机及车规级CIS，已实现小批量生产。	公司主要产品为半导体硅外延片，主要用于制备功率器件和模拟芯片等	2026-03-03\|21.91\|-5.76\|23.36\|23.54\|21.46\|75554;2026-03-04\|21.24\|-3.06\|21.70\|22.18\|21.20\|48176;2026-03-05\|21.74\|2.35\|21.62\|22.33\|21.51\|53610;2026-03-06\|21.74\|0.00\|21.51\|21.92\|21.51\|28188;2026-03-09\|21.31\|-1.98\|21.52\|21.52\|20.68\|47761;2026-03-10\|21.87\|2.63\|21.60\|21.97\|21.51\|35513;2026-03-11\|21.89\|0.09\|21.90\|22.11\|21.77\|30139;2026-03-12\|21.60\|-1.32\|21.93\|22.02\|21.49\|29190;2026-03-13\|21.11\|-2.27\|21.58\|21.60\|20.66\|79837;2026-03-16\|20.78\|-1.56\|20.81\|21.10\|20.11\|63881;2026-03-17\|20.13\|-3.13\|20.88\|20.88\|20.11\|43821;2026-03-18\|20.35\|1.09\|20.18\|20.40\|19.95\|34567;2026-03-19\|19.85\|-2.46\|20.20\|20.22\|19.77\|34114;2026-03-20\|19.42\|-2.17\|19.99\|20.10\|19.41\|34212;2026-03-23\|18.29\|-5.82\|19.17\|19.42\|18.14\|51886;2026-03-24\|18.82\|2.90\|18.55\|18.89\|18.20\|33291;2026-03-25\|19.17\|1.86\|18.82\|19.36\|18.82\|33473;2026-03-26\|18.85\|-1.67\|19.17\|19.17\|18.75\|27375;2026-03-27\|19.15\|1.59\|18.85\|19.32\|18.59\|27913;2026-03-30\|19.18\|0.16\|18.80\|19.25\|18.61\|33539;2026-03-31\|18.83\|-1.82\|19.16\|19.34\|18.82\|30308;2026-04-01\|19.32\|2.60\|19.25\|19.50\|19.03\|26943;2026-04-02\|18.88\|-2.28\|19.28\|19.28\|18.73\|25590;2026-04-03\|18.70\|-0.95\|18.89\|19.10\|18.61\|18916;2026-04-07\|18.71\|0.05\|18.82\|19.04\|18.70\|21763;2026-04-08\|19.92\|6.47\|19.13\|19.95\|19.13\|47767;2026-04-09\|19.60\|-1.61\|19.76\|19.90\|19.54\|29192;2026-04-10\|19.75\|0.77\|19.66\|20.13\|19.66\|30322;2026-04-13\|19.69\|-0.30\|19.75\|19.95\|19.58\|25384;2026-04-14\|20.00\|1.57\|19.88\|20.10\|19.79\|34271;2026-04-15\|19.94\|-0.30\|20.16\|20.47\|19.91\|41305;2026-04-16\|20.17\|1.15\|20.00\|20.30\|19.89\|26430;2026-04-17\|20.36\|0.94\|20.14\|20.49\|20.03\|34226;2026-04-20\|20.73\|1.82\|20.43\|20.85\|20.22\|46606;2026-04-21\|20.52\|-1.01\|20.80\|20.80\|20.31\|33049;2026-04-22\|20.76\|1.17\|20.68\|21.09\|20.30\|49425;2026-04-23\|20.60\|-0.77\|20.69\|21.30\|20.53\|52979;2026-04-24\|20.58\|-0.10\|20.58\|20.80\|20.47\|42613;2026-04-27\|21.03\|2.19\|20.65\|21.15\|20.51\|51993;2026-04-28\|20.51\|-2.47\|20.95\|20.97\|20.37\|45784;2026-04-29\|20.39\|-0.59\|20.60\|20.60\|20.02\|42282;2026-04-30\|20.71\|1.57\|20.05\|20.97\|20.00\|63215;2026-05-06\|24.85\|19.99\|21.11\|24.85\|20.89\|334499;2026-05-07\|24.89\|0.16\|24.00\|24.94\|23.51\|303006;2026-05-08\|26.10\|4.86\|24.50\|26.69\|24.07\|295208;2026-05-11\|27.84\|6.67\|26.00\|28.18\|25.62\|324993;2026-05-12\|27.72\|-0.43\|28.10\|29.27\|26.77\|210199;2026-05-13\|27.26\|-1.66\|26.82\|27.60\|26.67\|182047;2026-05-14\|26.26\|-3.67\|27.04\|27.20\|26.20\|161438;2026-05-15\|25.75\|-1.94\|26.30\|26.93\|25.40\|142872;2026-05-18\|25.19\|-2.17\|25.75\|26.66\|24.90\|200101;2026-05-19\|26.80\|6.39\|25.00\|26.94\|23.88\|256122;2026-05-20\|32.16\|20.00\|27.16\|32.16\|26.94\|399100;2026-05-21\|26.90\|-16.36\|30.87\|31.18\|26.81\|532147;2026-05-22\|26.65\|-0.93\|27.10\|27.17\|26.18\|307152;2026-05-25\|27.73\|4.05\|26.40\|28.19\|25.60\|317755;2026-05-26\|26.40\|-4.80\|27.33\|27.38\|25.76\|215236;2026-05-27\|26.84\|1.67\|26.43\|27.65\|25.86\|243117;2026-05-28\|28.38\|5.74\|26.10\|29.21\|25.87\|340981;2026-05-29\|25.90\|-8.74\|28.50\|28.90\|25.58\|266137;2026-06-01\|25.45\|-1.74\|26.29\|26.78\|24.80\|172599;2026-06-02\|24.40\|-4.13\|25.99\|25.99\|24.31\|162644;2026-06-03\|25.10\|2.87\|24.45\|26.09\|24.20\|186253;2026-06-04\|26.55\|5.78\|24.50\|27.37\|24.20\|208803;2026-06-05\|25.63\|-3.47\|26.07\|26.96\|24.83\|165725;2026-06-08\|24.70\|-3.63\|23.90\|26.27\|23.90\|146448;2026-06-09\|29.12\|17.89\|25.05\|29.30\|25.05\|311806;2026-06-10\|28.94\|-0.62\|28.00\|30.19\|27.97\|316650;2026-06-11\|28.68\|-0.90\|28.79\|29.50\|28.30\|210422;2026-06-12\|27.27\|-4.92\|29.87\|30.50\|26.82\|286961;2026-06-15\|28.96\|6.20\|27.82\|29.33\|26.32\|233844;2026-06-16\|29.57\|2.11\|28.79\|29.80\|28.51\|244995;2026-06-17\|30.42\|2.87\|28.67\|30.48\|28.60\|288944;2026-06-18\|29.87\|-1.81\|30.00\|30.93\|29.71\|254277;2026-06-22\|29.93\|0.20\|30.19\|30.47\|29.12\|231215;2026-06-23\|29.85\|-0.27\|29.30\|30.45\|28.40\|191959;2026-06-24\|29.88\|0.10\|29.41\|30.36\|28.50\|208506;2026-06-25\|29.21\|-2.24\|29.85\|30.39\|28.88\|223783;2026-06-26\|33.88\|15.99\|29.50\|34.80\|29.50\|421875;2026-06-29\|35.80\|5.67\|35.33\|36.32\|33.41\|436868;2026-06-30\|35.95\|0.42\|35.45\|37.00\|34.60\|329659;2026-07-01\|38.10\|5.98\|35.30\|40.28\|35.21\|369886;2026-07-02\|35.48\|-6.88\|36.33\|38.83\|34.38\|304480;2026-07-03\|31.95\|-9.95\|35.46\|35.65\|31.81\|314783;2026-07-06\|30.97\|-3.07\|32.59\|33.20\|29.62\|205667;2026-07-07\|35.71\|15.31\|30.50\|35.81\|30.38\|333683;2026-07-08\|33.56\|-6.02\|35.00\|37.51\|32.89\|246634;2026-07-09\|40.27\|19.99\|33.55\|40.27\|33.55\|283656;2026-07-10\|43.38\|7.72\|44.00\|48.32\|43.18\|55180243;2026-07-13\|46.75\|7.77\|43.30\|49.86\|43.30\|31266362
113452	长鑫存储过会	六氟化钨+电子化学品+定增募资行业原因： 1、受AI服务器及HBM高带宽存储产能扩张推动，全品类电子化学品需求持续提升。 2、据每日经济新闻6月10日报道，日本关东电化、中央硝子因国内钨原料出口管控而停产，导致中国进口六氟化钨价格较去年同期暴涨232.7%，特种气体受催化大幅走强。公司原因： 1、据2026年6月9日异动公告，公司注意到有媒体报道及市场传闻海外六氟化钨供应链紧张，我国六氟化钨出口量价齐升；但公司同时澄清其高纯六氟化钨尚未签署新的具有法律约束力的长期或大额实质性订单，目前产能为600吨且暂无扩产计划，上游钨材料涨价致采购成本增加。 2、据2025年年报及2026年6月8日互动易，公司主营业务涵盖电子湿化学品、电子特种气体及前驱体材料三大板块，是国内少数同时具备三类产品生产能力的企业之一；其电子级氢氟酸被认定达到“技术水平国际先进且打破国际垄断”，电子级硫酸、硝酸已导入SK海力士、中芯国际等主流厂商。 3、据2026年6月4日及6月9日公告，公司2026年第一次临时股东会已审议通过向特定对象发行股票的相关议案，拟募集资金不超过8亿元，用于新增年产6万吨电子级硫酸等项目及补充流动资金。	公司主要从事电子湿化学品、电子特种气体和前驱体材料，为逻辑芯片、存储芯片制造稳定批量供应电子级硝酸，电子级氢氟酸是公司的优势产品之一	2026-03-03\|9.89\|-5.90\|10.55\|10.59\|9.85\|357544;2026-03-04\|9.76\|-1.31\|9.80\|10.05\|9.70\|257820;2026-03-05\|10.09\|3.38\|9.96\|10.52\|9.90\|370861;2026-03-06\|9.98\|-1.09\|10.05\|10.18\|9.88\|251501;2026-03-09\|9.80\|-1.80\|9.78\|9.88\|9.33\|308167;2026-03-10\|9.98\|1.84\|10.06\|10.13\|9.87\|222558;2026-03-11\|10.01\|0.30\|10.00\|10.32\|9.97\|242658;2026-03-12\|9.90\|-1.10\|10.00\|10.15\|9.82\|196242;2026-03-13\|9.76\|-1.41\|9.83\|10.07\|9.74\|191108;2026-03-16\|9.95\|1.95\|9.77\|9.95\|9.53\|223790;2026-03-17\|9.46\|-4.92\|9.95\|9.96\|9.43\|219921;2026-03-18\|9.84\|4.02\|9.57\|9.87\|9.51\|249414;2026-03-19\|9.50\|-3.46\|9.63\|9.67\|9.40\|243643;2026-03-20\|9.12\|-4.00\|9.53\|9.56\|9.10\|212238;2026-03-23\|8.71\|-4.50\|8.93\|9.22\|8.61\|293275;2026-03-24\|8.73\|0.23\|8.94\|8.95\|8.45\|256882;2026-03-25\|9.01\|3.21\|8.78\|9.12\|8.75\|218200;2026-03-26\|8.74\|-3.00\|8.95\|9.08\|8.70\|171895;2026-03-27\|8.90\|1.83\|8.58\|9.03\|8.52\|154536;2026-03-30\|8.82\|-0.90\|8.76\|8.84\|8.60\|170720;2026-03-31\|8.56\|-2.95\|8.79\|8.83\|8.55\|173193;2026-04-01\|8.82\|3.04\|8.81\|8.91\|8.71\|172444;2026-04-02\|8.43\|-4.42\|8.79\|8.79\|8.35\|206085;2026-04-03\|8.59\|1.90\|8.52\|8.80\|8.36\|223235;2026-04-07\|8.98\|4.54\|8.59\|9.49\|8.59\|335023;2026-04-08\|9.27\|3.23\|9.15\|9.28\|9.06\|314250;2026-04-09\|9.10\|-1.83\|9.15\|9.34\|9.07\|194001;2026-04-10\|9.20\|1.10\|9.21\|9.56\|9.19\|266310;2026-04-13\|9.17\|-0.33\|9.13\|9.30\|9.10\|191737;2026-04-14\|9.25\|0.87\|9.29\|9.35\|9.17\|196213;2026-04-15\|9.14\|-1.19\|9.40\|9.48\|9.13\|184531;2026-04-16\|9.27\|1.42\|9.19\|9.30\|9.07\|169904;2026-04-17\|9.34\|0.76\|9.25\|9.43\|9.21\|151359;2026-04-20\|9.40\|0.64\|9.28\|9.52\|9.28\|170936;2026-04-21\|9.54\|1.49\|9.35\|9.65\|9.26\|269062;2026-04-22\|9.76\|2.31\|9.48\|9.78\|9.41\|329652;2026-04-23\|9.74\|-0.20\|9.69\|9.98\|9.65\|284686;2026-04-24\|9.89\|1.54\|9.71\|10.12\|9.67\|325025;2026-04-27\|10.33\|4.45\|9.89\|10.43\|9.89\|436390;2026-04-28\|11.54\|11.71\|10.47\|12.15\|10.23\|1246339;2026-04-29\|11.11\|-3.73\|11.40\|11.47\|11.02\|770117;2026-04-30\|12.29\|10.62\|11.21\|12.65\|11.21\|1030694;2026-05-06\|12.35\|0.49\|12.77\|13.33\|12.31\|991006;2026-05-07\|12.39\|0.32\|12.35\|12.57\|12.25\|559107;2026-05-08\|12.40\|0.08\|12.14\|12.49\|12.08\|550175;2026-05-11\|13.19\|6.37\|12.65\|13.66\|12.55\|794168;2026-05-12\|12.72\|-3.56\|12.60\|13.15\|12.58\|670734;2026-05-13\|13.37\|5.11\|12.56\|13.56\|12.33\|637901;2026-05-14\|13.99\|4.64\|13.51\|14.49\|13.12\|990093;2026-05-15\|16.79\|20.01\|16.32\|16.79\|16.30\|714944;2026-05-18\|18.62\|10.90\|17.08\|19.50\|16.13\|2106648;2026-05-19\|17.20\|-7.63\|17.75\|18.38\|16.56\|1630633;2026-05-20\|17.92\|4.19\|16.86\|18.45\|16.67\|1636399;2026-05-21\|15.75\|-12.11\|17.56\|17.88\|15.68\|1516091;2026-05-22\|16.30\|3.49\|15.78\|16.55\|15.57\|1079587;2026-05-25\|15.99\|-1.90\|16.52\|16.58\|15.38\|877539;2026-05-26\|15.12\|-5.44\|15.70\|15.78\|14.87\|833896;2026-05-27\|14.62\|-3.31\|15.30\|15.38\|14.52\|640955;2026-05-28\|15.50\|6.02\|14.50\|15.74\|14.36\|890645;2026-05-29\|14.35\|-7.42\|15.72\|15.99\|14.20\|879307;2026-06-01\|14.25\|-0.70\|14.49\|15.09\|14.25\|551668;2026-06-02\|14.13\|-0.84\|14.25\|14.54\|13.61\|609435;2026-06-03\|14.48\|2.48\|14.09\|14.82\|14.01\|600614;2026-06-04\|16.03\|10.70\|13.99\|16.99\|13.99\|1356008;2026-06-05\|15.99\|-0.25\|15.50\|16.80\|15.34\|1063776;2026-06-08\|19.19\|20.01\|15.05\|19.19\|15.03\|1584206;2026-06-09\|22.66\|18.08\|19.93\|22.98\|19.68\|1894760;2026-06-10\|25.05\|10.55\|22.45\|26.32\|22.45\|1816468;2026-06-11\|30.05\|19.96\|26.68\|30.06\|26.02\|1775237;2026-06-12\|24.85\|-17.30\|28.00\|29.20\|24.20\|1864673;2026-06-15\|27.02\|8.73\|25.51\|28.13\|22.67\|1268424;2026-06-16\|29.89\|10.62\|27.02\|32.42\|27.00\|1334355;2026-06-17\|33.96\|13.62\|29.00\|34.20\|28.80\|1190218;2026-06-18\|34.77\|2.39\|33.40\|35.50\|31.81\|1220249;2026-06-22\|34.94\|0.49\|34.77\|36.39\|32.80\|1296899;2026-06-23\|31.25\|-10.56\|33.01\|33.09\|29.88\|1073121;2026-06-24\|33.12\|5.98\|30.88\|33.35\|30.10\|862137;2026-06-25\|34.60\|4.47\|33.88\|35.61\|32.50\|927344;2026-06-26\|32.10\|-7.23\|34.00\|35.32\|31.19\|889481;2026-06-29\|37.80\|17.76\|33.64\|38.50\|32.31\|1471950;2026-06-30\|36.81\|-2.62\|36.00\|37.68\|34.35\|1109354;2026-07-01\|40.60\|10.30\|37.00\|41.66\|36.15\|1166413;2026-07-02\|40.01\|-1.45\|38.00\|44.00\|35.80\|1186167;2026-07-03\|36.26\|-9.37\|39.82\|41.83\|35.01\|1134213;2026-07-06\|32.39\|-10.67\|36.70\|36.95\|32.00\|943822;2026-07-07\|33.20\|2.50\|31.59\|34.16\|31.38\|839141;2026-07-08\|33.13\|-0.21\|32.90\|35.00\|31.76\|834459;2026-07-09\|35.38\|6.79\|33.96\|35.47\|31.25\|1069616;2026-07-10\|29.33\|-17.10\|34.30\|35.44\|29.00\|130943228;2026-07-13\|28.77\|-1.91\|29.34\|30.70\|28.50\|60275297
113451	长鑫存储过会	涨停揭秘：长鑫存储过会强化国产芯片主题热度，公司智能无线电基带处理芯片进入商业化推广阶段；涨停缘由：第一代智能无线电基带处理芯片已商用，新一代芯片正研发宽带自组网模组，适配军用通信与无人系统升级需求，具备军工电子国产替代刚性逻辑；资金逻辑：军工电子与芯片双概念共振，北向资金近期小幅增持，融资余额处于历史中位水平，资金偏好高弹性次新股；风险提示：军工业务订单执行周期长，新一代芯片研发进度及下游导入存在不确定性，2026年一季度业绩尚未披露	军工电子信息装备供应商；公司第一代智能无线电基带处理芯片已进入商业化推广阶段，新一代芯片已转入宽带自组网模组研发阶段	2026-03-03\|58.40\|-12.67\|64.67\|65.80\|58.26\|69942;2026-03-04\|60.42\|3.46\|56.00\|60.55\|56.00\|39300;2026-03-05\|62.01\|2.63\|61.33\|63.20\|60.00\|29486;2026-03-06\|62.36\|0.56\|61.88\|63.67\|61.11\|21133;2026-03-09\|62.00\|-0.58\|60.62\|62.59\|58.90\|29002;2026-03-10\|64.70\|4.35\|62.50\|65.15\|62.00\|31018;2026-03-11\|63.70\|-1.55\|64.70\|65.48\|63.06\|21566;2026-03-12\|61.89\|-2.84\|63.70\|63.80\|60.51\|21181;2026-03-13\|60.07\|-2.94\|60.71\|61.92\|59.83\|18723;2026-03-16\|59.34\|-1.22\|60.07\|60.07\|58.39\|14207;2026-03-17\|58.19\|-1.94\|59.02\|59.50\|58.00\|11962;2026-03-18\|60.19\|3.44\|58.22\|60.40\|57.65\|15133;2026-03-19\|58.39\|-2.99\|59.25\|60.98\|57.81\|18179;2026-03-20\|56.20\|-3.75\|58.80\|59.16\|56.08\|17636;2026-03-23\|52.20\|-7.12\|55.60\|55.75\|51.51\|27009;2026-03-24\|54.25\|3.93\|54.00\|54.54\|52.80\|17984;2026-03-25\|57.17\|5.38\|53.88\|57.30\|53.88\|21480;2026-03-26\|55.57\|-2.80\|57.64\|58.13\|55.06\|15315;2026-03-27\|57.24\|3.01\|55.11\|58.68\|54.00\|15155;2026-03-30\|55.23\|-3.51\|56.50\|56.53\|54.12\|23931;2026-03-31\|54.05\|-2.14\|55.75\|56.52\|54.02\|13744;2026-04-01\|56.33\|4.22\|54.20\|57.10\|54.20\|21591;2026-04-02\|55.29\|-1.85\|56.07\|56.80\|54.50\|17711;2026-04-03\|55.65\|0.65\|55.64\|56.10\|54.28\|13399;2026-04-07\|55.20\|-0.81\|55.46\|56.52\|54.39\|10686;2026-04-08\|57.54\|4.24\|55.50\|57.96\|55.50\|22404;2026-04-09\|58.88\|2.33\|57.08\|59.33\|57.08\|27628;2026-04-10\|57.88\|-1.70\|59.85\|59.88\|57.34\|23669;2026-04-13\|57.83\|-0.09\|57.41\|58.78\|57.10\|14733;2026-04-14\|58.04\|0.36\|58.06\|58.37\|57.18\|16256;2026-04-15\|56.71\|-2.29\|58.04\|58.48\|56.63\|17442;2026-04-16\|58.13\|2.50\|56.71\|58.50\|56.55\|18171;2026-04-17\|57.55\|-1.00\|58.00\|58.85\|57.22\|12691;2026-04-20\|58.34\|1.37\|57.55\|59.61\|56.92\|22366;2026-04-21\|56.55\|-3.07\|58.00\|58.25\|56.13\|22215;2026-04-22\|57.57\|1.80\|56.50\|57.60\|55.50\|16259;2026-04-23\|55.95\|-2.81\|57.01\|58.26\|55.60\|16857;2026-04-24\|55.55\|-0.71\|55.45\|56.12\|54.46\|14720;2026-04-27\|54.44\|-2.00\|54.93\|55.99\|52.58\|27361;2026-04-28\|53.27\|-2.15\|54.30\|54.80\|52.60\|16411;2026-04-29\|53.30\|0.06\|53.00\|53.65\|52.40\|11658;2026-04-30\|53.88\|1.09\|53.00\|54.34\|52.88\|13634;2026-05-06\|54.70\|1.52\|53.88\|56.19\|53.85\|18464;2026-05-07\|58.30\|6.58\|55.06\|59.55\|54.60\|37409;2026-05-08\|59.70\|2.40\|58.27\|61.33\|57.11\|36870;2026-05-11\|59.20\|-0.84\|59.72\|60.38\|58.36\|23794;2026-05-12\|57.08\|-3.58\|59.05\|59.27\|56.80\|22640;2026-05-13\|58.21\|1.98\|57.40\|59.65\|55.75\|33437;2026-05-14\|55.59\|-4.50\|58.59\|58.59\|55.59\|22938;2026-05-15\|53.64\|-3.51\|55.56\|56.39\|53.03\|25438;2026-05-18\|54.81\|2.18\|53.10\|55.80\|52.68\|16928;2026-05-19\|56.73\|3.50\|55.12\|56.89\|54.09\|18664;2026-05-20\|54.17\|-4.51\|56.33\|56.70\|53.58\|23006;2026-05-21\|52.56\|-2.97\|54.68\|55.77\|52.40\|21576;2026-05-22\|53.00\|0.84\|52.58\|53.46\|51.90\|17773;2026-05-25\|50.08\|-5.51\|53.53\|53.78\|49.28\|35985;2026-05-26\|48.55\|-3.06\|50.07\|50.07\|46.91\|28515;2026-05-27\|46.72\|-3.77\|48.55\|49.05\|46.30\|20309;2026-05-28\|47.12\|0.86\|46.72\|47.30\|45.70\|15316;2026-05-29\|44.00\|-6.62\|47.05\|47.29\|43.85\|22013;2026-06-01\|44.36\|0.82\|44.08\|45.48\|43.87\|19558;2026-06-02\|43.89\|-1.06\|44.00\|44.92\|42.61\|15171;2026-06-03\|44.20\|0.71\|44.45\|44.76\|43.35\|17151;2026-06-04\|44.30\|0.23\|44.29\|45.12\|43.56\|16576;2026-06-05\|43.59\|-1.60\|44.43\|44.48\|43.41\|13541;2026-06-08\|42.30\|-2.96\|43.24\|43.67\|41.51\|23682;2026-06-09\|50.40\|19.15\|42.65\|50.68\|42.31\|40769;2026-06-10\|33.76\|-6.53\|35.57\|36.20\|33.20\|38245;2026-06-11\|32.92\|-2.49\|33.08\|34.48\|31.80\|36703;2026-06-12\|38.75\|17.71\|33.17\|39.38\|33.00\|76046;2026-06-15\|38.85\|0.26\|38.68\|39.69\|37.20\|46831;2026-06-16\|39.77\|2.37\|39.24\|40.88\|38.48\|46254;2026-06-17\|45.10\|13.40\|40.07\|45.47\|40.07\|99640;2026-06-18\|42.91\|-4.86\|44.68\|46.86\|42.19\|127329;2026-06-22\|43.55\|1.49\|42.99\|44.00\|42.30\|65819;2026-06-23\|43.06\|-1.13\|40.06\|43.91\|40.06\|63746;2026-06-24\|44.20\|2.65\|42.04\|44.43\|42.04\|55882;2026-06-25\|45.60\|3.17\|45.07\|46.00\|43.61\|51065;2026-06-26\|43.80\|-3.95\|45.20\|45.50\|42.90\|45732;2026-06-29\|41.60\|-5.02\|43.61\|44.87\|41.20\|48545;2026-06-30\|44.98\|8.12\|42.85\|46.83\|41.80\|83588;2026-07-01\|45.83\|1.89\|44.98\|46.58\|44.63\|49742;2026-07-02\|44.50\|-2.90\|44.98\|46.68\|44.30\|45346;2026-07-03\|44.26\|-0.54\|44.83\|46.36\|44.16\|41372;2026-07-06\|44.00\|-0.59\|44.29\|44.96\|42.02\|44691;2026-07-07\|42.35\|-3.75\|43.72\|44.56\|42.04\|31366;2026-07-08\|40.58\|-4.18\|42.48\|42.69\|40.20\|33280;2026-07-09\|42.40\|4.49\|40.79\|42.70\|40.11\|36693;2026-07-10\|41.90\|-1.18\|42.36\|44.17\|41.60\|4676965;2026-07-13\|39.22\|-6.40\|41.55\|41.96\|38.64\|2796609
113450	长鑫存储过会	减持终止+铋材料+离子注入机行业原因： AI算力需求扩张，受益于细分材料（如硅片、电子特气、光刻胶、高纯二氧化碳等）的涨价预期，材料板块业绩有望改善明显，部分细分领域（如硅片）呈现量价齐升态势。公司原因： 1、据2026年6月11日公告，股东三林万业决定提前终止原计划至6月16日的减持计划，自3月17日至6月9日期间实际减持占总股本0.96%，剩余股份不再减持。 2、据2025年年报及2026年5月19日业绩说明会，公司铋材料业务2025年实现销售收入13.20亿元，占整体营收71.27%，为第一引擎；广东清远与安徽五河基地稳定生产，湖北荆州与浙江衢州基地新产能试产投产。 3、据2025年年报及2026年5月19日业绩说明会，旗下凯世通2025年交付超15台12英寸离子注入机创历史新高，全年获4家客户订单；面向先进逻辑与存储工艺的Hyperion新品已交付国内头部客户验证且进展良好。	公司旗下凯世通是国内离子注入机领域核心企业，产品覆盖低能大束流、高能离子注入机等，实现了 12 英寸晶圆厂产线应用国产化突破，且公司通过创办嘉芯半导体，将业务范围延拓至刻蚀、薄膜沉积等集成电路核心前道设备领域	2026-03-03\|18.24\|-2.62\|18.80\|19.29\|18.19\|288284;2026-03-04\|18.07\|-0.93\|17.91\|18.66\|17.89\|216429;2026-03-05\|18.42\|1.94\|18.46\|18.70\|18.30\|205837;2026-03-06\|17.96\|-2.50\|18.30\|18.47\|17.91\|202204;2026-03-09\|17.19\|-4.29\|17.30\|17.35\|16.75\|315152;2026-03-10\|17.99\|4.65\|17.48\|18.06\|17.38\|254066;2026-03-11\|18.14\|0.83\|17.98\|18.50\|17.91\|194336;2026-03-12\|18.30\|0.88\|18.19\|18.48\|18.06\|161708;2026-03-13\|18.38\|0.44\|18.21\|19.03\|18.13\|289204;2026-03-16\|18.61\|1.25\|18.40\|18.66\|17.74\|234698;2026-03-17\|18.24\|-1.99\|18.69\|18.94\|18.24\|229224;2026-03-18\|18.93\|3.78\|18.31\|19.30\|18.31\|406136;2026-03-19\|18.45\|-2.54\|18.67\|18.87\|18.35\|271559;2026-03-20\|19.07\|3.36\|18.60\|19.68\|18.55\|538690;2026-03-23\|18.57\|-2.62\|19.08\|19.63\|18.37\|656814;2026-03-24\|19.11\|2.91\|18.90\|19.25\|18.41\|436907;2026-03-25\|19.32\|1.10\|19.11\|19.79\|19.00\|438302;2026-03-26\|18.95\|-1.92\|19.13\|19.40\|18.77\|354557;2026-03-27\|18.71\|-1.27\|18.60\|19.15\|18.53\|360745;2026-03-30\|18.82\|0.59\|18.45\|19.10\|17.99\|335605;2026-03-31\|18.38\|-2.34\|18.70\|18.94\|18.36\|252336;2026-04-01\|18.66\|1.52\|18.78\|19.00\|18.56\|261399;2026-04-02\|17.81\|-4.56\|18.60\|18.65\|17.67\|340053;2026-04-03\|18.18\|2.08\|17.82\|18.59\|17.60\|260769;2026-04-07\|19.17\|5.45\|18.49\|19.54\|18.40\|489571;2026-04-08\|21.09\|10.02\|19.50\|21.09\|19.29\|853311;2026-04-09\|21.06\|-0.14\|20.92\|21.61\|20.70\|887761;2026-04-10\|22.08\|4.84\|21.33\|22.26\|21.07\|753093;2026-04-13\|21.82\|-1.18\|21.70\|22.35\|21.70\|512516;2026-04-14\|22.34\|2.38\|22.05\|22.78\|21.97\|450154;2026-04-15\|21.82\|-2.33\|22.43\|22.60\|21.77\|405882;2026-04-16\|22.08\|1.19\|21.75\|22.20\|21.43\|464547;2026-04-17\|24.29\|10.01\|22.20\|24.29\|22.20\|564824;2026-04-20\|24.85\|2.31\|24.22\|25.33\|24.01\|763638;2026-04-21\|24.60\|-1.01\|24.73\|25.01\|24.50\|386280;2026-04-22\|27.06\|10.00\|24.63\|27.06\|24.52\|478716;2026-04-23\|27.00\|-0.22\|26.90\|28.86\|26.77\|1060967;2026-04-24\|27.22\|0.81\|27.08\|28.50\|27.06\|627164;2026-04-27\|26.52\|-2.57\|27.55\|27.69\|26.37\|728761;2026-04-28\|27.24\|2.71\|26.40\|27.97\|25.50\|655297;2026-04-29\|27.06\|-0.66\|27.10\|27.52\|26.60\|407379;2026-04-30\|27.62\|2.07\|27.20\|28.53\|27.20\|587051;2026-05-06\|27.58\|-0.14\|28.14\|28.28\|26.61\|780406;2026-05-07\|28.22\|2.32\|27.68\|28.64\|27.66\|550129;2026-05-08\|28.63\|1.45\|27.85\|29.23\|27.66\|508217;2026-05-11\|29.41\|2.72\|28.99\|29.97\|28.60\|782342;2026-05-12\|29.66\|0.85\|29.12\|29.97\|27.56\|717947;2026-05-13\|29.20\|-1.55\|29.05\|30.00\|28.68\|523560;2026-05-14\|30.63\|4.90\|29.20\|31.60\|28.75\|760426;2026-05-15\|28.88\|-5.71\|30.88\|31.80\|28.30\|881249;2026-05-18\|31.04\|7.48\|29.50\|31.75\|29.40\|862048;2026-05-19\|29.23\|-5.83\|30.45\|30.82\|28.30\|774925;2026-05-20\|29.20\|-0.10\|28.98\|29.95\|28.10\|608838;2026-05-21\|26.66\|-8.70\|29.49\|29.50\|26.40\|910369;2026-05-22\|27.93\|4.76\|26.80\|28.30\|26.80\|642267;2026-05-25\|28.56\|2.26\|27.97\|29.06\|26.68\|759126;2026-05-26\|27.75\|-2.84\|28.05\|28.23\|27.03\|481487;2026-05-27\|26.79\|-3.46\|27.80\|28.36\|26.72\|410201;2026-05-28\|28.00\|4.52\|26.80\|28.34\|26.30\|493173;2026-05-29\|26.90\|-3.93\|28.40\|28.56\|26.71\|425432;2026-06-01\|26.05\|-3.16\|27.00\|27.30\|26.00\|379346;2026-06-02\|25.65\|-1.54\|26.49\|26.49\|25.47\|269563;2026-06-03\|27.04\|5.42\|25.51\|27.79\|25.44\|442250;2026-06-04\|26.72\|-1.18\|26.83\|27.32\|26.38\|287566;2026-06-05\|25.70\|-3.82\|26.46\|26.61\|25.57\|413809;2026-06-08\|24.57\|-4.40\|24.30\|25.78\|24.21\|388204;2026-06-09\|27.03\|10.01\|24.90\|27.03\|24.88\|550058;2026-06-10\|27.53\|1.85\|26.90\|28.90\|26.70\|634124;2026-06-11\|28.91\|5.01\|28.10\|30.28\|27.53\|1087380;2026-06-12\|28.48\|-1.49\|29.41\|29.90\|28.27\|814297;2026-06-15\|31.05\|9.02\|28.55\|31.33\|28.11\|931405;2026-06-16\|32.94\|6.09\|30.65\|33.02\|30.65\|823381;2026-06-17\|33.00\|0.18\|32.36\|33.51\|32.15\|713838;2026-06-18\|33.45\|1.36\|32.90\|35.28\|32.81\|738061;2026-06-22\|36.01\|7.65\|34.90\|36.08\|34.20\|988929;2026-06-23\|36.08\|0.19\|36.90\|38.30\|35.30\|952542;2026-06-24\|37.76\|4.66\|35.41\|38.45\|35.30\|915467;2026-06-25\|37.20\|-1.48\|38.00\|39.08\|36.43\|949712;2026-06-26\|38.26\|2.85\|37.00\|39.36\|36.62\|909678;2026-06-29\|36.24\|-5.28\|37.82\|38.65\|34.62\|1020827;2026-06-30\|39.86\|9.99\|36.96\|39.86\|36.33\|761918;2026-07-01\|43.85\|10.01\|41.17\|43.85\|40.59\|1265872;2026-07-02\|48.24\|10.01\|48.24\|48.24\|44.98\|686965;2026-07-03\|47.51\|-1.51\|47.76\|50.99\|47.00\|1804534;2026-07-06\|43.44\|-8.57\|46.36\|48.36\|42.76\|1478709;2026-07-07\|44.35\|2.09\|42.98\|45.88\|42.10\|927804;2026-07-08\|41.58\|-6.25\|44.08\|44.82\|39.92\|939796;2026-07-09\|43.24\|3.99\|42.10\|43.39\|40.84\|816986;2026-07-10\|42.70\|-1.25\|41.56\|46.48\|41.39\|938657;2026-07-13\|40.28\|-5.67\|41.10\|43.30\|39.99\|527460
113449	长鑫存储过会	定增扩产+功率半导体+AI机器视觉行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，30只成份股全线上涨，英特尔、美光科技等大幅走高，提振A股半导体板块情绪。 2、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年6月8日公告，公司拟向特定对象发行股票募资用于特色高压功率半导体晶圆代工项目，项目达产后预计新增IGBT、特高压VDMOS等产品代工产能6万片/月，将增强公司晶圆代工业务的规模效应。 2、据2026年6月3日互动易，控股子公司广芯微电子处于良性扩产中，已完成MOS场效应二极管、IGBT等多个工艺平台搭建，产品良率持续保持高位稳定，客户数量稳步增长。 3、据2026年5月8日投资者关系活动记录表，公司主营AiDC业务和功率半导体业务，AiDC业务依托AI+CIS机器视觉技术平台，为汽车、3C等先进制造业提供数据采集解决方案，并正加大海外市场拓展力度。	公司主营包括公司电子元器件代理分销，销往下游芯片封测厂、分销商和终端客户	2026-03-03\|23.68\|-8.92\|26.46\|26.48\|23.55\|94392;2026-03-04\|22.60\|-4.56\|23.19\|23.59\|22.30\|92054;2026-03-05\|23.40\|3.54\|23.41\|23.86\|23.10\|78908;2026-03-06\|23.46\|0.26\|23.20\|23.83\|23.06\|40822;2026-03-09\|23.55\|0.38\|23.01\|23.61\|22.60\|42035;2026-03-10\|24.22\|2.85\|23.90\|24.26\|23.75\|43130;2026-03-11\|23.91\|-1.28\|24.22\|24.55\|23.81\|36780;2026-03-12\|23.61\|-1.25\|23.91\|24.24\|23.52\|29748;2026-03-13\|23.36\|-1.06\|23.42\|23.80\|23.26\|23363;2026-03-16\|23.85\|2.10\|23.35\|23.85\|23.16\|22169;2026-03-17\|22.96\|-3.73\|23.94\|24.20\|22.93\|30615;2026-03-18\|23.29\|1.44\|23.07\|23.36\|22.88\|28786;2026-03-19\|22.41\|-3.78\|23.08\|23.13\|22.35\|34611;2026-03-20\|21.63\|-3.48\|22.77\|22.88\|21.61\|31240;2026-03-23\|20.18\|-6.70\|21.20\|21.63\|20.00\|57941;2026-03-24\|21.03\|4.21\|20.74\|21.04\|20.13\|40977;2026-03-25\|21.27\|1.14\|21.13\|21.56\|21.13\|29329;2026-03-26\|20.69\|-2.73\|21.20\|21.40\|20.45\|28966;2026-03-27\|20.87\|0.87\|20.30\|21.04\|20.20\|29436;2026-03-30\|21.01\|0.67\|20.82\|21.07\|20.52\|30048;2026-03-31\|20.49\|-2.48\|21.02\|21.31\|20.49\|21642;2026-04-01\|21.02\|2.59\|20.99\|21.30\|20.72\|19603;2026-04-02\|20.30\|-3.43\|21.00\|21.00\|20.11\|26348;2026-04-03\|20.02\|-1.38\|20.51\|20.69\|19.97\|23896;2026-04-07\|20.32\|1.50\|20.07\|20.53\|19.94\|22707;2026-04-08\|21.50\|5.81\|20.81\|21.52\|20.76\|29621;2026-04-09\|21.05\|-2.09\|21.46\|21.46\|20.95\|26592;2026-04-10\|21.54\|2.33\|21.21\|22.08\|21.18\|60447;2026-04-13\|21.45\|-0.42\|21.29\|21.62\|21.06\|38241;2026-04-14\|23.25\|8.39\|21.68\|23.46\|21.45\|85975;2026-04-15\|22.75\|-2.15\|23.29\|24.00\|22.63\|94105;2026-04-16\|24.23\|6.51\|22.84\|24.58\|22.41\|84630;2026-04-17\|24.99\|3.14\|24.22\|25.15\|24.02\|63120;2026-04-20\|24.55\|-1.76\|25.21\|25.33\|24.40\|51440;2026-04-21\|24.05\|-2.04\|24.50\|24.60\|23.90\|40778;2026-04-22\|23.85\|-0.83\|24.06\|24.23\|23.54\|37789;2026-04-23\|23.25\|-2.52\|23.85\|24.00\|22.92\|41236;2026-04-24\|22.99\|-1.12\|23.37\|23.48\|22.81\|29583;2026-04-27\|24.45\|6.35\|22.99\|24.87\|22.99\|72647;2026-04-28\|24.88\|1.76\|24.23\|25.66\|24.23\|64819;2026-04-29\|24.05\|-3.34\|24.33\|24.54\|23.81\|59680;2026-04-30\|25.29\|5.16\|23.98\|25.58\|23.80\|63238;2026-05-06\|29.18\|15.38\|25.43\|29.80\|25.43\|129319;2026-05-07\|29.55\|1.27\|29.02\|29.70\|28.50\|84769;2026-05-08\|29.65\|0.34\|29.41\|30.28\|29.04\|68725;2026-05-11\|29.60\|-0.17\|29.93\|30.40\|29.37\|68526;2026-05-12\|30.03\|1.45\|29.65\|30.97\|29.36\|67458;2026-05-13\|31.80\|5.89\|29.65\|32.22\|29.50\|95866;2026-05-14\|31.65\|-0.47\|31.77\|32.21\|30.81\|66249;2026-05-15\|31.28\|-1.17\|32.50\|34.00\|31.13\|94399;2026-05-18\|31.20\|-0.26\|31.20\|31.85\|30.11\|70685;2026-05-19\|31.40\|0.64\|31.24\|31.58\|30.60\|45109;2026-05-20\|33.00\|5.10\|31.36\|33.65\|30.38\|99331;2026-05-21\|31.80\|-3.64\|33.00\|35.45\|31.40\|121124;2026-05-22\|32.26\|1.45\|32.01\|32.80\|31.60\|71813;2026-05-25\|35.16\|8.99\|32.49\|35.38\|32.36\|95122;2026-05-26\|32.96\|-6.26\|36.52\|36.90\|31.87\|105495;2026-05-27\|33.58\|1.88\|33.23\|35.00\|32.50\|90328;2026-05-28\|33.62\|0.12\|33.27\|34.80\|32.88\|96813;2026-05-29\|31.33\|-6.81\|33.47\|34.00\|31.10\|87945;2026-06-01\|30.10\|-3.93\|31.50\|32.37\|29.88\|94027;2026-06-02\|30.83\|2.43\|29.95\|32.00\|29.00\|81601;2026-06-03\|30.26\|-1.85\|30.74\|31.45\|30.02\|64756;2026-06-04\|31.17\|3.01\|29.78\|32.10\|29.58\|68576;2026-06-05\|30.78\|-1.25\|31.00\|31.84\|30.20\|42649;2026-06-08\|29.07\|-5.56\|29.30\|31.85\|28.47\|68285;2026-06-09\|34.88\|19.99\|29.51\|34.88\|28.92\|104222;2026-06-10\|37.90\|8.66\|35.49\|38.35\|34.00\|220005;2026-06-11\|36.92\|-2.59\|37.38\|37.70\|35.45\|120759;2026-06-12\|35.89\|-2.79\|37.70\|39.58\|35.62\|113139;2026-06-15\|37.46\|4.37\|36.00\|38.35\|35.90\|104156;2026-06-16\|40.04\|6.89\|37.00\|43.00\|37.00\|168681;2026-06-17\|39.12\|-2.30\|38.40\|40.37\|38.00\|122984;2026-06-18\|38.80\|-0.82\|39.00\|39.88\|37.54\|68543;2026-06-22\|38.21\|-1.52\|39.69\|40.39\|36.94\|85614;2026-06-23\|40.27\|5.39\|38.75\|41.06\|37.06\|115856;2026-06-24\|40.77\|1.24\|39.62\|41.29\|38.80\|96553;2026-06-25\|38.06\|-6.65\|40.00\|40.40\|37.33\|105001;2026-06-26\|39.50\|3.78\|37.66\|40.25\|36.30\|116063;2026-06-29\|36.64\|-7.24\|39.48\|40.88\|35.49\|123237;2026-06-30\|38.09\|3.96\|36.73\|38.20\|35.50\|100184;2026-07-01\|36.97\|-2.94\|39.00\|39.98\|36.36\|124566;2026-07-02\|34.93\|-5.52\|35.90\|37.69\|34.80\|103317;2026-07-03\|34.00\|-2.66\|34.94\|35.68\|33.71\|69867;2026-07-06\|35.29\|3.79\|35.10\|38.18\|34.20\|106919;2026-07-07\|34.02\|-3.60\|34.69\|36.24\|33.86\|78320;2026-07-08\|32.36\|-4.88\|34.25\|34.50\|31.60\|65070;2026-07-09\|35.70\|10.32\|32.52\|36.59\|31.81\|91510;2026-07-10\|33.38\|-6.50\|36.01\|41.50\|33.38\|175478;2026-07-13\|31.54\|-5.51\|33.18\|34.33\|31.40\|66850
113448	长鑫存储过会	功率半导体+人形机器人+MOSFET+先进封装行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年3月27日年报，公司产品技术先进且系列齐全，目前产品型号4000余款，电压覆盖12V~1700V全系列，重点应用领域包括新能源汽车及充电桩、光伏储能、AI服务器和数据中心、无人机、工控自动化、消费电子、5G通讯、智能机器人、智能家居、安防、医疗设备、锂电保护等十余个长期被欧美日功率半导体垄断供应的行业。 2、据2026年3月27日年报，2025年，公司第七代IGBT产品进入批量供货阶段，第八代IGBT产品亦实现市场销售，在光储、工业变频、伺服驱动等领域获得客户认可，逐步形成销售规模。报告期内，公司IGBT产品实现销售收入2.79亿元，占主营业务收入比例为14.9%。 3、据2026年3月27日年报，公司全资子公司电基集成已建成先进封测产线并实现部分芯片自主封测，形成特色产品，满足光伏储能、汽车等高端需求。	功率半导体龙头，国内最早专门从事MOSFET、IGBT研发设计的企业之一	2026-03-03\|42.96\|-6.81\|46.11\|46.90\|42.84\|240803;2026-03-04\|42.14\|-1.91\|41.70\|43.70\|41.43\|152556;2026-03-05\|41.95\|-0.45\|43.10\|43.42\|41.40\|145632;2026-03-06\|41.78\|-0.41\|41.54\|42.42\|41.43\|99650;2026-03-09\|41.63\|-0.36\|40.93\|41.70\|39.20\|160398;2026-03-10\|43.22\|3.82\|42.48\|43.41\|42.39\|142614;2026-03-11\|43.32\|0.23\|43.30\|43.78\|42.69\|114919;2026-03-12\|42.78\|-1.25\|43.00\|44.22\|42.40\|113299;2026-03-13\|41.32\|-3.41\|42.61\|42.85\|41.28\|104467;2026-03-16\|42.91\|3.85\|41.58\|42.97\|40.70\|139016;2026-03-17\|41.22\|-3.94\|43.26\|43.30\|41.13\|93794;2026-03-18\|42.60\|3.35\|41.51\|42.80\|41.26\|107241;2026-03-19\|41.69\|-2.14\|41.80\|42.25\|41.43\|80220;2026-03-20\|41.70\|0.02\|41.96\|42.58\|41.15\|121253;2026-03-23\|40.68\|-2.45\|40.70\|42.15\|40.08\|137344;2026-03-24\|39.78\|-2.21\|41.42\|41.49\|38.51\|157329;2026-03-25\|40.01\|0.58\|39.92\|40.88\|39.56\|111970;2026-03-26\|39.05\|-2.40\|40.00\|40.42\|38.80\|95895;2026-03-27\|38.04\|-2.59\|37.96\|38.59\|37.08\|132900;2026-03-30\|37.39\|-1.71\|37.45\|37.75\|36.77\|113721;2026-03-31\|36.50\|-2.38\|37.20\|37.43\|36.18\|101319;2026-04-01\|38.05\|4.25\|37.24\|38.15\|36.69\|121614;2026-04-02\|37.23\|-2.16\|37.98\|38.65\|37.00\|79600;2026-04-03\|36.52\|-1.91\|37.37\|37.50\|36.40\|59022;2026-04-07\|36.23\|-0.79\|36.87\|37.08\|36.15\|64701;2026-04-08\|38.63\|6.62\|37.36\|38.99\|37.36\|135418;2026-04-09\|38.31\|-0.83\|38.03\|38.63\|37.83\|72879;2026-04-10\|38.41\|0.26\|38.70\|39.09\|38.30\|79143;2026-04-13\|37.90\|-1.33\|37.78\|38.64\|37.69\|89665;2026-04-14\|38.59\|1.82\|38.22\|38.76\|38.02\|90217;2026-04-15\|37.69\|-2.33\|38.51\|38.82\|37.44\|108896;2026-04-16\|37.89\|0.53\|37.70\|38.00\|37.39\|98499;2026-04-17\|37.71\|-0.48\|37.66\|38.29\|37.43\|126570;2026-04-20\|38.72\|2.68\|37.75\|38.95\|37.74\|162459;2026-04-21\|38.38\|-0.88\|38.70\|38.82\|37.45\|172460;2026-04-22\|38.77\|1.02\|38.05\|39.06\|38.01\|168301;2026-04-23\|38.08\|-1.78\|39.00\|39.72\|37.90\|186715;2026-04-24\|38.79\|1.86\|38.04\|39.66\|38.04\|226725;2026-04-27\|40.10\|3.38\|38.88\|40.13\|38.50\|235061;2026-04-28\|39.85\|-0.62\|39.51\|40.73\|39.12\|247797;2026-04-29\|39.77\|-0.20\|39.55\|40.23\|39.11\|170018;2026-04-30\|40.68\|2.29\|39.50\|40.89\|39.11\|234081;2026-05-06\|41.34\|1.62\|41.58\|42.80\|41.29\|291283;2026-05-07\|41.83\|1.19\|41.50\|41.93\|40.95\|186919;2026-05-08\|44.52\|6.43\|41.40\|45.46\|40.86\|392830;2026-05-11\|47.08\|5.75\|46.00\|47.36\|44.75\|398818;2026-05-12\|48.15\|2.27\|46.31\|49.80\|45.75\|394383;2026-05-13\|51.03\|5.98\|47.50\|51.04\|47.43\|401900;2026-05-14\|49.70\|-2.61\|52.00\|52.08\|49.60\|413422;2026-05-15\|47.99\|-3.44\|50.00\|51.40\|47.11\|398837;2026-05-18\|50.24\|4.69\|47.51\|51.39\|47.09\|323756;2026-05-19\|51.06\|1.63\|49.67\|51.46\|48.40\|267967;2026-05-20\|54.11\|5.97\|50.99\|54.80\|50.60\|331774;2026-05-21\|53.08\|-1.90\|55.80\|59.52\|52.95\|491532;2026-05-22\|57.47\|8.27\|53.89\|58.15\|53.89\|393630;2026-05-25\|63.22\|10.01\|61.00\|63.22\|61.00\|89892;2026-05-26\|64.35\|1.79\|65.37\|65.37\|60.05\|604674;2026-05-27\|68.70\|6.76\|65.41\|70.79\|64.35\|618456;2026-05-28\|69.50\|1.16\|70.77\|70.77\|66.37\|495323;2026-05-29\|66.61\|-4.16\|69.00\|69.32\|64.80\|415667;2026-06-01\|62.05\|-6.85\|65.55\|66.61\|61.60\|343670;2026-06-02\|62.01\|-0.06\|61.99\|63.41\|59.73\|277165;2026-06-03\|64.66\|4.27\|63.97\|66.68\|63.41\|308087;2026-06-04\|63.78\|-1.36\|63.45\|66.80\|63.30\|211023;2026-06-05\|60.08\|-5.80\|62.60\|63.68\|59.88\|274956;2026-06-08\|56.35\|-6.21\|56.49\|59.00\|55.10\|213389;2026-06-09\|61.99\|10.01\|58.10\|61.99\|56.22\|213609;2026-06-10\|58.88\|-5.02\|60.89\|61.82\|57.59\|223504;2026-06-11\|58.39\|-0.83\|58.88\|60.52\|57.51\|191223;2026-06-12\|59.57\|2.02\|60.68\|62.44\|58.71\|298993;2026-06-15\|65.53\|10.01\|62.00\|65.53\|59.19\|304898;2026-06-16\|66.33\|1.52\|66.60\|68.94\|66.15\|260991;2026-06-17\|71.15\|7.27\|66.15\|71.81\|66.10\|250001;2026-06-18\|74.30\|4.43\|70.46\|74.69\|70.11\|278853;2026-06-22\|74.57\|0.36\|76.67\|78.82\|72.65\|325947;2026-06-23\|79.91\|7.16\|73.89\|82.03\|73.40\|375698;2026-06-24\|79.49\|-0.53\|78.05\|81.90\|76.00\|407208;2026-06-25\|80.83\|1.69\|79.48\|81.35\|77.25\|304428;2026-06-26\|83.13\|2.85\|80.00\|86.78\|79.51\|322438;2026-06-29\|90.13\|8.42\|85.65\|91.44\|85.08\|434682;2026-06-30\|99.14\|10.00\|90.69\|99.14\|89.00\|337749;2026-07-01\|92.20\|-7.00\|104.04\|104.43\|90.66\|477986;2026-07-02\|83.38\|-9.57\|88.43\|90.42\|82.98\|346744;2026-07-03\|80.77\|-3.13\|83.10\|84.77\|80.35\|268468;2026-07-06\|80.36\|-0.51\|81.50\|84.66\|78.34\|252073;2026-07-07\|79.74\|-0.77\|79.76\|81.51\|76.00\|195246;2026-07-08\|78.05\|-2.12\|79.99\|81.98\|74.50\|195164;2026-07-09\|79.58\|1.96\|80.60\|80.86\|74.01\|319851;2026-07-10\|73.34\|-7.84\|80.50\|82.50\|73.20\|359219;2026-07-13\|69.20\|-5.64\|70.47\|73.90\|69.00\|166579
113447	长鑫存储过会	液冷服务器+半导体核心零部件+泛半导体行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月27日投资者关系活动记录，公司在数据中心液冷领域主营CDU、Manifold等产品，主要应用于服务器及数据中心的液冷系统。 2、据2026年5月8日投资者关系活动记录，公司全资子公司拟投资20亿元建设半导体核心零部件项目，正处于前期筹备阶段，并探讨与核心客户进行产能共建、股权合作的可能。 3、据2025年年度报告，在泛半导体领域，公司产品已通过美国排名前二的半导体应用设备厂商认证并成为其一级供应商，填补了国内超高纯应用材料的空白。 4、据2026年4月28日年报及2026年一季报，公司2026年一季度营收7.68亿元，同比增长14.15%，其中泛半导体业务收入及新签订单呈现良好增长态势。	公司有部分产品已经成功应用到洁净、清洗等领域，光刻机领域根据结构图纸是有机会可以使用到公司的真空系统产品，表示努力试图跟ASML接触	2026-03-03\|53.73\|-3.59\|55.86\|56.84\|53.53\|148537;2026-03-04\|53.07\|-1.23\|53.47\|54.58\|52.99\|93306;2026-03-05\|53.22\|0.28\|54.20\|54.84\|52.88\|99216;2026-03-06\|53.31\|0.17\|53.06\|54.12\|52.83\|77497;2026-03-09\|51.20\|-3.96\|52.00\|52.78\|49.46\|143713;2026-03-10\|52.31\|2.17\|52.00\|52.70\|51.55\|88956;2026-03-11\|52.08\|-0.44\|52.33\|53.15\|51.91\|80176;2026-03-12\|51.32\|-1.46\|51.81\|52.39\|50.98\|70072;2026-03-13\|50.55\|-1.50\|50.98\|51.70\|50.45\|60490;2026-03-16\|51.77\|2.41\|50.56\|52.22\|49.37\|101360;2026-03-17\|49.83\|-3.75\|51.39\|51.39\|49.79\|81212;2026-03-18\|50.57\|1.49\|49.97\|50.66\|49.58\|63754;2026-03-19\|49.20\|-2.71\|49.74\|50.09\|48.95\|74379;2026-03-20\|48.55\|-1.32\|49.68\|50.46\|48.51\|74275;2026-03-23\|46.59\|-4.04\|47.69\|48.80\|46.20\|91249;2026-03-24\|48.50\|4.10\|47.48\|48.54\|46.48\|104331;2026-03-25\|48.32\|-0.37\|49.36\|50.39\|48.04\|108254;2026-03-26\|47.05\|-2.63\|47.95\|48.25\|46.87\|70688;2026-03-27\|47.68\|1.34\|46.37\|48.46\|46.20\|72869;2026-03-30\|47.24\|-0.92\|46.72\|47.49\|46.62\|49771;2026-03-31\|45.72\|-3.22\|46.97\|47.26\|45.66\|69673;2026-04-01\|47.61\|4.13\|46.76\|47.88\|46.60\|96689;2026-04-02\|45.35\|-4.75\|47.20\|47.21\|45.24\|78828;2026-04-03\|45.94\|1.30\|45.85\|46.40\|45.30\|64210;2026-04-07\|46.28\|0.74\|46.10\|46.93\|46.10\|56633;2026-04-08\|48.33\|4.43\|47.55\|48.41\|47.00\|96718;2026-04-09\|48.75\|0.87\|47.74\|49.49\|47.60\|110725;2026-04-10\|48.98\|0.47\|49.57\|50.35\|48.96\|131049;2026-04-13\|48.76\|-0.45\|48.30\|49.39\|48.23\|79626;2026-04-14\|49.63\|1.78\|48.93\|50.00\|48.93\|98019;2026-04-15\|48.45\|-2.38\|49.86\|49.86\|48.00\|92896;2026-04-16\|48.97\|1.07\|48.60\|49.10\|48.01\|75311;2026-04-17\|49.87\|1.84\|48.78\|50.75\|48.18\|125984;2026-04-20\|51.55\|3.37\|49.51\|52.78\|49.05\|214500;2026-04-21\|50.88\|-1.30\|50.72\|51.62\|50.49\|141614;2026-04-22\|50.90\|0.04\|50.49\|51.23\|50.28\|97364;2026-04-23\|49.25\|-3.24\|51.00\|51.44\|49.20\|118579;2026-04-24\|48.84\|-0.83\|48.77\|50.36\|48.70\|90918;2026-04-27\|49.60\|1.56\|49.07\|50.70\|49.07\|119767;2026-04-28\|50.29\|1.39\|49.31\|51.13\|49.22\|123827;2026-04-29\|49.87\|-0.84\|50.50\|50.94\|49.14\|102690;2026-04-30\|51.78\|3.83\|50.38\|51.97\|50.28\|179320;2026-05-06\|54.11\|4.50\|52.82\|55.44\|52.25\|265045;2026-05-07\|54.76\|1.20\|54.64\|55.18\|53.47\|174965;2026-05-08\|53.12\|-2.99\|54.00\|54.39\|53.10\|155147;2026-05-11\|54.65\|2.88\|53.89\|55.86\|53.80\|204069;2026-05-12\|59.68\|9.20\|54.57\|59.95\|54.40\|488516;2026-05-13\|59.20\|-0.80\|58.50\|59.49\|57.52\|261878;2026-05-14\|62.91\|6.27\|60.55\|65.00\|58.98\|500747;2026-05-15\|63.43\|0.83\|62.90\|67.90\|61.61\|451341;2026-05-18\|61.89\|-2.43\|63.44\|64.99\|61.39\|335499;2026-05-19\|67.11\|8.43\|61.50\|68.80\|61.27\|396251;2026-05-20\|68.68\|2.34\|66.57\|68.96\|65.18\|352446;2026-05-21\|63.40\|-7.69\|67.67\|68.80\|63.18\|347829;2026-05-22\|66.80\|5.36\|63.95\|68.50\|63.21\|276901;2026-05-25\|67.94\|1.71\|66.80\|69.00\|64.11\|374699;2026-05-26\|61.36\|-9.69\|65.96\|66.00\|60.00\|376633;2026-05-27\|57.06\|-7.01\|60.54\|61.49\|56.75\|290231;2026-05-28\|61.21\|7.27\|56.83\|62.00\|56.70\|262480;2026-05-29\|56.24\|-8.12\|61.20\|61.20\|55.80\|201389;2026-06-01\|54.25\|-3.54\|56.00\|57.18\|54.00\|123490;2026-06-02\|53.83\|-0.77\|54.32\|55.58\|53.13\|143100;2026-06-03\|54.20\|0.69\|53.51\|55.85\|53.50\|146819;2026-06-04\|60.70\|11.99\|53.50\|61.98\|53.10\|358418;2026-06-05\|64.29\|5.91\|63.00\|68.50\|60.72\|465623;2026-06-08\|61.58\|-4.22\|61.78\|65.02\|60.66\|254679;2026-06-09\|73.90\|20.01\|63.90\|73.90\|63.10\|408194;2026-06-10\|72.90\|-1.35\|74.00\|74.89\|71.78\|352765;2026-06-11\|72.78\|-0.16\|71.70\|76.60\|71.42\|347668;2026-06-12\|73.14\|0.49\|79.21\|82.48\|73.00\|378515;2026-06-15\|75.41\|3.10\|73.00\|75.82\|70.14\|274807;2026-06-16\|75.30\|-0.15\|75.41\|76.58\|74.30\|233180;2026-06-17\|78.30\|3.98\|74.28\|79.10\|74.03\|258546;2026-06-18\|82.97\|5.96\|76.51\|83.33\|75.75\|325987;2026-06-22\|82.21\|-0.92\|83.63\|84.00\|78.25\|301650;2026-06-23\|78.84\|-4.10\|80.95\|81.80\|78.05\|203715;2026-06-24\|83.85\|6.35\|77.04\|85.48\|77.03\|238800;2026-06-25\|81.11\|-3.27\|83.99\|84.56\|79.86\|242373;2026-06-26\|92.90\|14.54\|81.80\|97.33\|81.60\|508498;2026-06-29\|103.60\|11.52\|96.53\|105.36\|94.70\|487276;2026-06-30\|100.46\|-3.03\|102.52\|106.78\|98.03\|312806;2026-07-01\|103.88\|3.40\|102.47\|107.60\|99.03\|302153;2026-07-02\|94.01\|-9.50\|100.99\|101.04\|93.86\|259584;2026-07-03\|91.55\|-2.62\|95.00\|96.00\|89.88\|187178;2026-07-06\|86.99\|-4.98\|92.06\|92.56\|83.58\|221949;2026-07-07\|87.88\|1.02\|85.87\|90.15\|85.08\|162638;2026-07-08\|86.26\|-1.84\|88.88\|89.96\|81.01\|192109;2026-07-09\|95.00\|10.13\|87.81\|96.00\|86.50\|238933;2026-07-10\|83.35\|-12.26\|96.00\|96.00\|83.14\|283124;2026-07-13\|82.19\|-1.39\|83.75\|85.94\|81.05\|121482
113446	长鑫存储过会	半导体设备+一季报扭亏行业原因：美光科技6月24日发布超预期财报及强劲季度指引，强化扩产带来的上游设备需求逻辑。美光科技高管强调，AI催生的结构性需求将持续放大存储供需失衡，行业紧缺格局至少延续至2027年之后。公司原因： 1、据2025年年度报告，公司是国内半导体设备精密零部件领军企业，具备先进制程所需高精密、高洁净度金属零部件的研发与量产能力，产品覆盖刻蚀、薄膜沉积等关键工艺领域。 2、据2025年年度报告，公司聚焦先进制程，新增匀气盘、特殊涂层、加热盘、静电卡盘及阀门五大产品专项，其中匀气盘与特殊涂层已完成客户验证并实现规模化量产。 3、据2026年4月30日一季报，公司2026年第一季度实现营业收入10.43亿元，同比增长36.84%，归母净利润5794.49万元，同比实现扭亏为盈。	公司结构零部件（基板、冷却板等）多种产品应用于光刻机、涂胶显影设备，主要客户有上海微电子、芯源微	2026-03-03\|99.47\|-5.95\|105.71\|106.85\|99.00\|69953;2026-03-04\|97.24\|-2.24\|99.30\|101.55\|96.80\|41760;2026-03-05\|99.02\|1.83\|99.90\|103.60\|97.28\|54007;2026-03-06\|97.81\|-1.22\|98.33\|101.00\|97.70\|45159;2026-03-09\|95.05\|-2.82\|94.34\|96.12\|91.99\|53184;2026-03-10\|98.84\|3.99\|96.96\|100.72\|95.25\|56354;2026-03-11\|97.38\|-1.48\|98.34\|101.98\|96.70\|47958;2026-03-12\|93.72\|-3.76\|96.79\|98.47\|91.00\|50930;2026-03-13\|91.09\|-2.81\|92.00\|95.47\|90.67\|42539;2026-03-16\|92.98\|2.07\|93.50\|94.05\|88.12\|40560;2026-03-17\|87.04\|-6.39\|92.50\|93.66\|87.00\|64823;2026-03-18\|88.00\|1.10\|88.56\|89.00\|85.74\|50119;2026-03-19\|85.23\|-3.15\|86.04\|87.19\|84.41\|43771;2026-03-20\|83.78\|-1.70\|87.28\|87.32\|83.51\|40946;2026-03-23\|80.12\|-4.37\|83.00\|84.79\|79.11\|45477;2026-03-24\|84.70\|5.72\|83.00\|84.70\|79.76\|55236;2026-03-25\|86.48\|2.10\|85.55\|89.00\|84.50\|58739;2026-03-26\|85.21\|-1.47\|85.06\|86.99\|84.00\|30116;2026-03-27\|88.31\|3.64\|86.16\|89.67\|86.03\|57221;2026-03-30\|94.79\|7.34\|88.33\|95.75\|87.82\|68305;2026-03-31\|90.10\|-4.95\|93.65\|94.76\|89.90\|45224;2026-04-01\|92.43\|2.59\|93.11\|95.66\|91.54\|47989;2026-04-02\|88.81\|-3.92\|91.30\|93.60\|87.35\|33645;2026-04-03\|88.85\|0.04\|88.97\|91.25\|88.65\|26089;2026-04-07\|90.73\|2.12\|90.00\|92.66\|88.88\|26911;2026-04-08\|98.07\|8.09\|94.46\|98.50\|92.00\|48448;2026-04-09\|96.88\|-1.21\|96.35\|99.90\|96.10\|32842;2026-04-10\|95.00\|-1.94\|98.20\|101.26\|94.00\|52939;2026-04-13\|91.54\|-3.64\|95.60\|96.96\|90.16\|62882;2026-04-14\|102.48\|11.95\|92.99\|102.50\|92.00\|77150;2026-04-15\|100.10\|-2.32\|103.96\|104.40\|99.38\|47513;2026-04-16\|99.12\|-0.98\|101.80\|101.80\|97.70\|40973;2026-04-17\|99.13\|0.01\|99.06\|99.99\|97.06\|46294;2026-04-20\|101.30\|2.19\|99.22\|104.38\|96.54\|57942;2026-04-21\|100.18\|-1.11\|99.08\|101.30\|98.60\|33817;2026-04-22\|102.83\|2.65\|99.00\|103.30\|98.80\|42087;2026-04-23\|102.47\|-0.35\|103.00\|105.00\|99.10\|46517;2026-04-24\|103.78\|1.28\|101.02\|104.84\|100.59\|39628;2026-04-27\|120.42\|16.03\|103.65\|122.22\|102.18\|91286;2026-04-28\|114.50\|-4.92\|119.50\|121.89\|113.52\|53206;2026-04-29\|122.50\|6.99\|113.71\|122.61\|111.50\|72097;2026-04-30\|128.56\|4.95\|122.41\|131.18\|118.30\|94634;2026-05-06\|125.59\|-2.31\|127.66\|135.52\|123.89\|87153;2026-05-07\|126.58\|0.79\|127.71\|127.71\|121.51\|63688;2026-05-08\|121.56\|-3.97\|123.00\|124.15\|119.01\|60492;2026-05-11\|122.90\|1.10\|122.15\|124.66\|116.00\|116153;2026-05-12\|130.51\|6.19\|120.20\|133.00\|119.05\|110544;2026-05-13\|133.57\|2.34\|127.13\|135.00\|124.19\|85534;2026-05-14\|142.03\|6.33\|133.00\|148.00\|132.00\|109728;2026-05-15\|162.27\|14.25\|144.28\|168.00\|141.51\|125781;2026-05-18\|169.85\|4.67\|158.09\|176.80\|155.74\|121394;2026-05-19\|174.90\|2.97\|168.16\|181.88\|163.10\|104380;2026-05-20\|187.50\|7.20\|172.78\|188.28\|168.01\|107113;2026-05-21\|163.58\|-12.76\|181.90\|188.00\|163.58\|124504;2026-05-22\|167.07\|2.13\|165.00\|173.30\|160.01\|93051;2026-05-25\|173.44\|3.81\|165.00\|177.50\|160.00\|86585;2026-05-26\|164.00\|-5.44\|171.50\|175.00\|159.50\|87521;2026-05-27\|158.80\|-3.17\|165.00\|171.00\|158.13\|80914;2026-05-28\|163.37\|2.88\|158.21\|165.78\|155.55\|73096;2026-05-29\|150.51\|-7.87\|166.64\|166.95\|148.52\|81911;2026-06-01\|142.10\|-5.59\|150.99\|153.72\|142.02\|79930;2026-06-02\|140.00\|-1.48\|144.28\|145.01\|139.30\|88669;2026-06-03\|143.36\|2.40\|141.05\|149.50\|140.01\|97685;2026-06-04\|146.99\|2.53\|142.16\|150.34\|140.25\|76655;2026-06-05\|145.30\|-1.15\|143.86\|153.08\|140.32\|69507;2026-06-08\|137.16\|-5.60\|137.90\|145.50\|134.64\|74696;2026-06-09\|164.59\|20.00\|141.00\|164.59\|140.00\|152461;2026-06-10\|165.00\|0.25\|166.65\|174.36\|159.30\|143935;2026-06-11\|175.68\|6.47\|165.93\|178.57\|165.00\|133875;2026-06-12\|182.00\|3.60\|197.88\|197.88\|179.00\|170306;2026-06-15\|191.96\|5.47\|187.46\|195.36\|180.08\|102405;2026-06-16\|189.54\|-1.26\|191.98\|197.84\|186.98\|96335;2026-06-17\|200.80\|5.94\|185.00\|202.25\|185.00\|122998;2026-06-18\|203.30\|1.25\|201.00\|207.80\|196.78\|98179;2026-06-22\|204.00\|0.34\|201.27\|210.31\|195.10\|79479;2026-06-23\|204.98\|0.48\|200.33\|211.58\|198.01\|73926;2026-06-24\|221.32\|7.97\|204.00\|228.50\|198.36\|98226;2026-06-25\|229.00\|3.47\|225.75\|239.97\|215.00\|97694;2026-06-26\|274.80\|20.00\|220.92\|274.80\|219.50\|119508;2026-06-29\|298.00\|8.44\|275.00\|300.00\|262.86\|146188;2026-06-30\|306.25\|2.77\|290.36\|315.00\|283.00\|110971;2026-07-01\|295.34\|-3.56\|298.23\|333.33\|286.05\|132907;2026-07-02\|248.07\|-16.01\|285.00\|286.05\|242.00\|187283;2026-07-03\|244.84\|-1.30\|240.00\|252.54\|232.08\|130346;2026-07-06\|246.98\|0.87\|247.97\|256.00\|238.88\|93353;2026-07-07\|254.72\|3.13\|244.59\|262.33\|237.00\|77562;2026-07-08\|265.20\|4.11\|259.81\|278.60\|248.08\|102242;2026-07-09\|286.66\|8.09\|273.00\|286.66\|255.00\|106896;2026-07-10\|260.00\|-9.30\|281.00\|295.00\|258.00\|11107756;2026-07-13\|257.89\|-0.81\|251.08\|268.58\|245.88\|6442574
113445	长鑫存储过会	碳化硅+半导体设备+订单增长行业原因：据财闻，2026年陆家嘴论坛释放科创板、创业板改革多重信号，政策定调“扶优扶科”，两大科技成长板块同步迎来明确催化窗口。公司原因： 1、据上海证券报2026年6月8日报道，碳化硅全产业链景气度高涨，下游需求旺盛导致模块厂交货周期拉长，衬底片头部厂商产能利用率已超90%；据2026年5月13日及6月5日互动易，公司2026年碳化硅设备订单已呈现好转趋势，近期有批量订单陆续交付，产能利用率同比明显提升。 2、据2026年4月30日年报，公司为国内碳化硅单晶炉主要厂商之一，产品已大批量交付国内下游碳化硅材料主流厂商，并已实现新能源汽车、光伏、工业等下游领域的认证及量产，形成认证壁垒；产品完整覆盖6-8英寸碳化硅单晶衬底，8英寸设备整体价格区间和毛利水平相对更高。 3、据2026年5月13日投资者关系活动记录表，公司新并购子公司的半导体硅边抛设备已对标日系同类设备，成为国内下游客户端的国产主力供应商，可对进口边抛设备实现国产替代。	公司主要从事晶体生长设备的研产销，向半导体材料厂商及其他材料客户提供半导体级单晶硅炉、碳化硅单晶炉和其他设备等定制化产品	2026-03-03\|35.73\|-9.54\|39.19\|39.74\|35.70\|38920;2026-03-04\|35.02\|-1.99\|35.66\|36.36\|35.01\|22195;2026-03-05\|35.86\|2.40\|35.80\|36.88\|35.20\|19042;2026-03-06\|35.65\|-0.59\|35.80\|36.07\|35.11\|13778;2026-03-09\|33.98\|-4.68\|35.17\|35.17\|33.13\|29485;2026-03-10\|35.09\|3.27\|34.64\|35.43\|34.54\|21176;2026-03-11\|34.67\|-1.20\|34.91\|35.80\|34.50\|22539;2026-03-12\|33.91\|-2.19\|34.82\|34.82\|33.00\|19324;2026-03-13\|33.38\|-1.56\|33.67\|34.51\|33.21\|17662;2026-03-16\|33.66\|0.84\|33.43\|33.79\|32.80\|17412;2026-03-17\|32.48\|-3.51\|33.86\|33.97\|32.40\|16770;2026-03-18\|33.00\|1.60\|32.64\|33.25\|32.40\|14911;2026-03-19\|32.11\|-2.70\|32.50\|32.79\|31.83\|13619;2026-03-20\|31.03\|-3.36\|32.19\|32.47\|30.80\|16010;2026-03-23\|28.92\|-6.80\|30.43\|30.56\|28.70\|23006;2026-03-24\|29.71\|2.73\|29.75\|29.86\|28.79\|13930;2026-03-25\|29.87\|0.54\|29.99\|30.50\|29.58\|23676;2026-03-26\|28.70\|-3.92\|29.73\|29.73\|28.48\|16322;2026-03-27\|29.22\|1.81\|28.38\|29.47\|28.15\|14343;2026-03-30\|29.31\|0.31\|29.37\|29.86\|28.70\|13586;2026-03-31\|28.63\|-2.32\|29.30\|29.89\|28.60\|15076;2026-04-01\|29.43\|2.79\|29.37\|29.50\|28.93\|13433;2026-04-02\|28.56\|-2.96\|29.89\|29.89\|28.22\|15106;2026-04-03\|28.89\|1.16\|28.88\|29.18\|28.35\|14892;2026-04-07\|28.85\|-0.14\|29.02\|29.66\|28.64\|15023;2026-04-08\|30.56\|5.93\|29.69\|30.56\|29.60\|18446;2026-04-09\|29.90\|-2.16\|30.28\|30.53\|29.77\|14309;2026-04-10\|35.88\|20.00\|30.49\|35.88\|30.28\|108609;2026-04-13\|37.47\|4.43\|37.00\|39.97\|35.00\|135191;2026-04-14\|36.83\|-1.71\|37.12\|38.40\|36.38\|74912;2026-04-15\|36.45\|-1.03\|37.00\|37.40\|35.90\|53275;2026-04-16\|38.11\|4.55\|36.50\|38.80\|35.89\|60813;2026-04-17\|38.67\|1.47\|37.99\|41.87\|37.73\|98737;2026-04-20\|40.68\|5.20\|39.67\|42.50\|38.88\|115824;2026-04-21\|40.98\|0.74\|40.18\|41.59\|38.91\|65028;2026-04-22\|42.12\|2.78\|40.99\|44.38\|39.91\|111761;2026-04-23\|44.44\|5.51\|42.17\|45.50\|41.30\|110303;2026-04-24\|42.55\|-4.25\|43.60\|44.38\|41.55\|70944;2026-04-27\|44.80\|5.29\|42.29\|47.56\|42.29\|85815;2026-04-28\|42.70\|-4.69\|43.77\|44.65\|42.00\|66641;2026-04-29\|41.69\|-2.37\|41.47\|42.98\|41.15\|62541;2026-04-30\|41.94\|0.60\|41.56\|42.99\|40.10\|76840;2026-05-06\|45.22\|7.82\|43.00\|46.85\|43.00\|89599;2026-05-07\|46.99\|3.91\|47.00\|48.87\|46.52\|78202;2026-05-08\|46.80\|-0.40\|47.00\|48.60\|45.62\|72406;2026-05-11\|48.48\|3.59\|47.12\|50.17\|47.09\|85504;2026-05-12\|52.83\|8.97\|51.00\|57.14\|48.16\|137127;2026-05-13\|57.21\|8.29\|53.00\|59.80\|53.00\|137399;2026-05-14\|68.65\|20.00\|61.00\|68.65\|60.02\|66675;2026-05-15\|75.00\|9.25\|72.00\|79.90\|67.45\|223061;2026-05-18\|72.02\|-3.97\|67.00\|72.29\|64.08\|154981;2026-05-19\|71.47\|-0.76\|67.00\|72.20\|64.40\|120495;2026-05-20\|69.88\|-2.22\|70.40\|71.71\|67.10\|108328;2026-05-21\|62.88\|-10.02\|69.54\|70.94\|62.62\|119368;2026-05-22\|66.99\|6.54\|66.99\|69.15\|65.27\|102425;2026-05-25\|65.44\|-2.31\|65.79\|69.00\|61.28\|119988;2026-05-26\|63.56\|-2.87\|66.07\|67.70\|62.69\|76463;2026-05-27\|72.84\|14.60\|64.30\|74.50\|64.30\|139485;2026-05-28\|71.67\|-1.61\|69.15\|75.48\|66.88\|99951;2026-05-29\|66.12\|-7.74\|72.03\|77.75\|65.00\|113164;2026-06-01\|62.56\|-5.38\|67.13\|68.65\|62.18\|75578;2026-06-02\|59.35\|-5.13\|62.00\|62.59\|57.76\|80703;2026-06-03\|59.69\|0.57\|61.71\|64.66\|58.09\|80055;2026-06-04\|59.57\|-0.20\|58.20\|61.44\|58.13\|56450;2026-06-05\|57.91\|-2.79\|58.00\|62.05\|56.06\|74209;2026-06-08\|54.35\|-6.15\|54.33\|56.65\|52.90\|66566;2026-06-09\|65.22\|20.00\|55.30\|65.22\|54.39\|86334;2026-06-10\|59.80\|-8.31\|63.78\|64.16\|58.06\|109121;2026-06-11\|60.61\|1.35\|59.01\|62.58\|58.42\|86760;2026-06-12\|57.80\|-4.64\|62.97\|64.47\|57.03\|82494;2026-06-15\|63.88\|10.52\|57.80\|65.49\|56.96\|103658;2026-06-16\|63.44\|-0.69\|63.32\|65.68\|60.00\|104814;2026-06-17\|67.03\|5.66\|62.00\|67.28\|61.59\|106872;2026-06-18\|80.44\|20.01\|72.00\|80.44\|72.00\|55656;2026-06-22\|92.68\|15.22\|88.00\|93.72\|83.00\|179983;2026-06-23\|87.80\|-5.27\|88.30\|91.88\|83.00\|139601;2026-06-24\|89.07\|1.45\|86.86\|91.98\|85.02\|117651;2026-06-25\|86.80\|-2.55\|87.07\|88.82\|81.16\|119979;2026-06-26\|81.93\|-5.61\|85.00\|86.80\|80.18\|80116;2026-06-29\|83.85\|2.34\|81.97\|85.78\|74.00\|95240;2026-06-30\|88.55\|5.61\|82.28\|89.89\|80.03\|107413;2026-07-01\|82.98\|-6.29\|85.80\|94.30\|81.00\|105152;2026-07-02\|78.24\|-5.71\|77.00\|82.80\|75.08\|69183;2026-07-03\|72.00\|-7.98\|77.35\|79.48\|71.99\|75596;2026-07-06\|68.65\|-4.65\|72.86\|73.24\|67.25\|58536;2026-07-07\|68.59\|-0.09\|68.00\|70.32\|66.80\|56192;2026-07-08\|67.70\|-1.30\|68.59\|71.88\|63.00\|56154;2026-07-09\|72.69\|7.37\|69.90\|73.24\|68.08\|60608;2026-07-10\|66.60\|-8.38\|72.80\|75.00\|66.33\|6161673;2026-07-13\|63.80\|-4.20\|64.75\|68.43\|62.86\|3758087
113444	长鑫存储过会	功率半导体提价+SiC模块+GaN 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26日互动易，公司于今年3月完成首轮调价，近期已启动第二轮产品涨价，调价涵盖IGBT单管及模块、整流桥和MOSFET器件。 2、据2026年4月30日年报及2026年6月1日互动易，公司自主研发的NCB SiC模块已通过海外主流AI服务器厂商整机认证并实现小批量供货，切入高端算力电源供应链。 3、据2026年5月8日投资者关系活动记录表，子公司宏微爱赛的650V GaN HEMT芯片研发成功，该产品可有效降低功耗，提升数据中心能源效率。	1、公司现有的高压产品提供可供并联使用的大电流IGBT、SiC模块产品用于可控核聚变加热电源和脉冲电源； 2、公司自研GaN 100V/7mΩ芯片已向下游厂商送样，适配人形机器人核心驱动需求	2026-03-03\|30.20\|-9.99\|33.45\|33.84\|29.76\|143726;2026-03-04\|30.07\|-0.43\|29.35\|30.78\|29.23\|69756;2026-03-05\|30.80\|2.43\|30.98\|31.50\|30.41\|71287;2026-03-06\|31.32\|1.69\|30.62\|32.21\|30.38\|72419;2026-03-09\|30.69\|-2.01\|29.98\|30.84\|29.20\|78956;2026-03-10\|32.00\|4.27\|31.27\|32.05\|31.19\|69331;2026-03-11\|31.12\|-2.75\|31.93\|32.98\|31.10\|66347;2026-03-12\|30.88\|-0.77\|31.06\|31.52\|30.10\|54776;2026-03-13\|30.33\|-1.78\|30.02\|30.95\|29.93\|50285;2026-03-16\|30.56\|0.76\|29.83\|30.65\|29.61\|47245;2026-03-17\|28.90\|-5.43\|30.60\|30.80\|28.90\|56717;2026-03-18\|29.32\|1.45\|29.07\|29.42\|28.80\|43299;2026-03-19\|28.23\|-3.72\|28.80\|28.80\|28.00\|55309;2026-03-20\|27.56\|-2.37\|28.35\|28.67\|27.49\|52691;2026-03-23\|25.51\|-7.44\|26.85\|27.41\|25.37\|90493;2026-03-24\|26.80\|5.06\|26.02\|26.90\|25.41\|59865;2026-03-25\|27.03\|0.86\|26.85\|27.68\|26.84\|52865;2026-03-26\|26.25\|-2.89\|27.20\|27.27\|26.15\|36247;2026-03-27\|26.72\|1.79\|25.87\|26.99\|25.86\|33021;2026-03-30\|26.46\|-0.97\|26.34\|26.56\|25.93\|27954;2026-03-31\|26.02\|-1.66\|26.27\|26.76\|26.02\|30836;2026-04-01\|27.00\|3.77\|26.80\|27.08\|26.53\|38722;2026-04-02\|25.82\|-4.37\|27.03\|27.03\|25.58\|40334;2026-04-03\|25.63\|-0.74\|25.82\|26.11\|25.60\|25665;2026-04-07\|25.90\|1.05\|25.80\|26.38\|25.76\|29353;2026-04-08\|27.54\|6.33\|26.76\|27.57\|26.71\|45799;2026-04-09\|27.20\|-1.23\|27.29\|27.77\|27.00\|38854;2026-04-10\|27.41\|0.77\|27.47\|27.96\|27.40\|39575;2026-04-13\|27.47\|0.22\|27.20\|27.81\|27.17\|31114;2026-04-14\|28.00\|1.93\|27.86\|28.56\|27.54\|44993;2026-04-15\|27.45\|-1.96\|28.27\|28.35\|27.32\|40233;2026-04-16\|28.01\|2.04\|27.65\|28.09\|27.50\|34839;2026-04-17\|28.53\|1.86\|28.26\|28.82\|27.87\|43231;2026-04-20\|28.53\|0.00\|28.50\|29.33\|28.23\|45131;2026-04-21\|28.18\|-1.23\|28.50\|28.53\|27.84\|40078;2026-04-22\|28.39\|0.75\|28.13\|28.39\|27.80\|43470;2026-04-23\|27.48\|-3.21\|28.42\|28.68\|27.27\|45745;2026-04-24\|27.61\|0.47\|27.62\|28.17\|27.55\|42920;2026-04-27\|28.17\|2.03\|27.55\|28.33\|27.54\|42592;2026-04-28\|27.32\|-3.02\|28.00\|28.45\|27.30\|54479;2026-04-29\|27.75\|1.57\|27.57\|27.98\|27.17\|40087;2026-04-30\|27.03\|-2.59\|27.50\|27.65\|25.80\|100189;2026-05-06\|27.19\|0.59\|27.20\|28.08\|27.12\|75079;2026-05-07\|28.14\|3.49\|27.25\|28.28\|27.06\|70266;2026-05-08\|28.39\|0.89\|28.28\|28.89\|27.53\|62128;2026-05-11\|30.66\|8.00\|29.50\|30.83\|28.92\|147516;2026-05-12\|30.41\|-0.82\|31.00\|31.40\|30.02\|130115;2026-05-13\|32.66\|7.40\|30.10\|33.05\|29.60\|181470;2026-05-14\|34.44\|5.45\|33.80\|35.96\|33.48\|283455;2026-05-15\|32.42\|-5.87\|34.00\|34.63\|32.07\|203437;2026-05-18\|31.45\|-2.99\|32.01\|32.59\|31.00\|144459;2026-05-19\|34.87\|10.87\|31.50\|34.89\|31.50\|217576;2026-05-20\|35.74\|2.50\|34.53\|36.88\|34.00\|225390;2026-05-21\|32.57\|-8.87\|35.64\|35.64\|32.30\|177006;2026-05-22\|33.55\|3.01\|33.16\|34.50\|32.81\|141270;2026-05-25\|36.94\|10.10\|34.00\|38.25\|33.92\|236182;2026-05-26\|36.17\|-2.08\|36.99\|36.99\|34.80\|176218;2026-05-27\|37.15\|2.71\|37.00\|39.38\|36.22\|254234;2026-05-28\|37.88\|1.97\|36.89\|38.96\|36.01\|190865;2026-05-29\|33.90\|-10.51\|37.55\|37.79\|33.50\|210596;2026-06-01\|32.97\|-2.74\|33.98\|34.77\|32.76\|121859;2026-06-02\|32.30\|-2.03\|32.96\|33.45\|31.56\|114773;2026-06-03\|33.83\|4.74\|33.43\|34.96\|32.23\|159316;2026-06-04\|34.47\|1.89\|34.00\|36.50\|33.83\|159365;2026-06-05\|33.53\|-2.73\|33.10\|35.20\|32.13\|140849;2026-06-08\|29.74\|-11.30\|31.50\|32.74\|29.74\|143027;2026-06-09\|35.69\|20.01\|31.52\|35.69\|31.52\|261921;2026-06-10\|34.10\|-4.46\|34.72\|35.85\|33.58\|203522;2026-06-11\|34.63\|1.55\|33.70\|36.17\|33.50\|218326;2026-06-12\|34.79\|0.46\|35.70\|36.40\|34.16\|187211;2026-06-15\|39.28\|12.91\|35.00\|39.66\|35.00\|220558;2026-06-16\|38.55\|-1.86\|39.88\|41.24\|38.31\|216654;2026-06-17\|39.34\|2.05\|37.97\|40.42\|37.72\|213787;2026-06-18\|40.34\|2.54\|38.99\|41.00\|38.65\|209227;2026-06-22\|38.62\|-4.26\|42.31\|43.00\|37.02\|293300;2026-06-23\|43.95\|13.80\|37.90\|44.88\|37.43\|390402;2026-06-24\|42.42\|-3.48\|42.94\|44.00\|40.48\|312471;2026-06-25\|41.90\|-1.23\|42.50\|42.50\|39.90\|246800;2026-06-26\|39.41\|-5.94\|40.94\|43.20\|38.64\|216513;2026-06-29\|44.70\|13.42\|43.00\|47.29\|42.19\|406810;2026-06-30\|45.45\|1.68\|45.00\|46.05\|42.00\|325151;2026-07-01\|43.96\|-3.28\|46.22\|47.25\|43.03\|285354;2026-07-02\|40.43\|-8.03\|41.00\|43.55\|39.30\|200168;2026-07-03\|37.03\|-8.41\|40.41\|40.77\|36.97\|231942;2026-07-06\|36.00\|-2.78\|37.68\|37.98\|34.81\|149340;2026-07-07\|36.23\|0.64\|35.70\|37.59\|35.38\|166768;2026-07-08\|35.25\|-2.70\|36.60\|37.20\|33.85\|140040;2026-07-09\|36.58\|3.77\|35.70\|36.68\|34.03\|150557;2026-07-10\|33.30\|-8.97\|36.58\|37.87\|33.30\|16882777;2026-07-13\|32.48\|-2.46\|32.50\|34.35\|32.18\|8095610
113443	长鑫存储过会	半导体材料+超级电容+风电出海+央企行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月6日互动易，公司半导体封装新材料聚焦高端聚酰亚胺材料，用于IGBT等功率半导体封装领域，已打通材料研制至器件验证全链条，实现国产化闭环；据2026年3月28日年报，公司正加速推进新材料在半导体等领域的工程化应用。 2、据2026年6月5日互动易，公司风电业务新增订单中海外订单比例已超15%，持续深化与Nordex战略合作，并积极对接Vestas等海外头部整机厂商拓展新订单；据2026年4月24日机构调研，近两个季度新签订单中海外比例逐步提高且毛利率更高。 3、公司涉及超级电容概念，据2023年半年报，公司在电容隔膜材料方面已进入5G、汽车电子、新能源等高端市场并获取小批量订单；公司最终控制人为国务院国有资产监督管理委员会。	公司半导体封装新材料聚焦高端聚酰亚胺材料，用于IGBT等功率半导体封装领域，已打通材料研制至器件验证全链条，实现国产化闭环	2026-03-03\|14.07\|-3.96\|14.65\|14.83\|14.04\|162972;2026-03-04\|13.83\|-1.71\|14.07\|14.27\|13.81\|108578;2026-03-05\|14.14\|2.24\|14.08\|14.30\|14.05\|96260;2026-03-06\|14.13\|-0.07\|14.13\|14.26\|13.98\|77708;2026-03-09\|13.77\|-2.55\|14.00\|14.00\|13.47\|139700;2026-03-10\|14.07\|2.18\|13.90\|14.14\|13.88\|90958;2026-03-11\|14.33\|1.85\|14.07\|14.37\|14.03\|127993;2026-03-12\|14.74\|2.86\|14.35\|14.80\|14.14\|266070;2026-03-13\|15.05\|2.10\|15.01\|15.50\|15.01\|395191;2026-03-16\|14.97\|-0.53\|14.97\|15.22\|14.80\|261131;2026-03-17\|14.48\|-3.27\|14.77\|15.10\|14.40\|217940;2026-03-18\|14.37\|-0.76\|14.35\|14.47\|13.97\|185069;2026-03-19\|14.00\|-2.57\|14.16\|14.37\|13.92\|131518;2026-03-20\|13.73\|-1.93\|13.98\|14.35\|13.72\|182224;2026-03-23\|12.87\|-6.26\|13.54\|13.68\|12.71\|195942;2026-03-24\|13.03\|1.24\|13.11\|13.19\|12.64\|142958;2026-03-25\|13.26\|1.77\|13.26\|13.40\|13.10\|117451;2026-03-26\|12.98\|-2.11\|13.26\|13.39\|12.93\|103988;2026-03-27\|12.91\|-0.54\|12.87\|13.08\|12.78\|114026;2026-03-30\|11.92\|-7.67\|12.57\|12.58\|11.62\|404129;2026-03-31\|11.65\|-2.27\|11.79\|12.02\|11.61\|274413;2026-04-01\|11.85\|1.72\|11.88\|11.98\|11.65\|188592;2026-04-02\|11.50\|-2.95\|11.80\|11.87\|11.41\|161828;2026-04-03\|11.35\|-1.30\|11.87\|11.87\|11.28\|200970;2026-04-07\|11.21\|-1.23\|11.31\|11.35\|11.18\|161998;2026-04-08\|11.77\|5.00\|11.42\|11.78\|11.42\|196309;2026-04-09\|11.48\|-2.46\|11.65\|11.66\|11.47\|125292;2026-04-10\|11.65\|1.48\|11.55\|11.88\|11.55\|146793;2026-04-13\|11.79\|1.20\|11.60\|11.92\|11.52\|147152;2026-04-14\|11.85\|0.51\|11.89\|11.93\|11.72\|115287;2026-04-15\|11.76\|-0.76\|11.90\|11.92\|11.72\|93608;2026-04-16\|11.84\|0.68\|11.78\|11.85\|11.69\|89600;2026-04-17\|11.98\|1.18\|11.84\|12.05\|11.80\|121021;2026-04-20\|11.93\|-0.42\|11.98\|11.99\|11.80\|90846;2026-04-21\|11.85\|-0.67\|11.93\|11.93\|11.71\|85473;2026-04-22\|11.95\|0.84\|11.81\|11.96\|11.78\|82745;2026-04-23\|11.95\|0.00\|12.19\|12.60\|11.87\|183222;2026-04-24\|11.92\|-0.25\|11.89\|12.04\|11.80\|101014;2026-04-27\|11.77\|-1.26\|11.83\|11.93\|11.76\|87718;2026-04-28\|11.65\|-1.02\|11.77\|11.78\|11.56\|81100;2026-04-29\|12.00\|3.00\|11.57\|12.03\|11.57\|119924;2026-04-30\|12.01\|0.08\|12.12\|12.35\|11.86\|160868;2026-05-06\|12.24\|1.92\|12.01\|12.27\|12.00\|135330;2026-05-07\|12.30\|0.49\|12.29\|12.48\|12.28\|109903;2026-05-08\|12.49\|1.54\|12.24\|12.55\|12.21\|117930;2026-05-11\|12.67\|1.44\|12.56\|12.74\|12.49\|163631;2026-05-12\|12.35\|-2.53\|12.63\|12.63\|12.30\|124216;2026-05-13\|12.51\|1.30\|12.30\|12.54\|12.28\|96540;2026-05-14\|12.52\|0.08\|12.52\|12.88\|12.52\|184104;2026-05-15\|12.30\|-1.76\|12.50\|12.58\|12.14\|129727;2026-05-18\|12.11\|-1.54\|12.30\|12.32\|12.03\|95270;2026-05-19\|12.23\|0.99\|12.08\|12.25\|11.96\|94781;2026-05-20\|12.30\|0.57\|12.13\|12.45\|11.88\|118930;2026-05-21\|12.00\|-2.44\|12.70\|13.00\|11.97\|298897;2026-05-22\|12.88\|7.33\|12.05\|13.09\|11.86\|386155;2026-05-25\|12.66\|-1.71\|12.90\|12.95\|12.56\|192388;2026-05-26\|12.68\|0.16\|12.56\|12.70\|12.48\|164582;2026-05-27\|12.20\|-3.79\|12.64\|12.79\|12.13\|216341;2026-05-28\|12.65\|3.69\|12.19\|12.79\|12.11\|228730;2026-05-29\|12.66\|0.08\|12.68\|13.26\|12.60\|307301;2026-06-01\|12.69\|0.24\|12.58\|12.85\|12.45\|175952;2026-06-02\|12.95\|2.05\|12.65\|12.99\|12.61\|208521;2026-06-03\|12.79\|-1.24\|12.94\|13.17\|12.63\|233287;2026-06-04\|13.79\|7.82\|12.65\|14.07\|12.41\|679123;2026-06-05\|14.14\|2.54\|14.40\|14.69\|13.52\|777062;2026-06-08\|14.30\|1.13\|13.57\|14.88\|13.46\|649609;2026-06-09\|15.73\|10.00\|14.04\|15.73\|14.04\|815058;2026-06-10\|15.56\|-1.08\|15.30\|16.31\|15.26\|778887;2026-06-11\|15.23\|-2.12\|15.50\|15.70\|15.00\|497701;2026-06-12\|15.67\|2.89\|15.68\|16.00\|15.10\|560383;2026-06-15\|15.90\|1.47\|15.95\|16.59\|15.67\|755575;2026-06-16\|17.49\|10.00\|16.00\|17.49\|15.81\|989818;2026-06-17\|17.08\|-2.34\|17.47\|17.57\|16.39\|888498;2026-06-18\|16.71\|-2.17\|16.77\|17.50\|16.43\|695960;2026-06-22\|16.58\|-0.78\|16.88\|17.16\|15.97\|647439;2026-06-23\|15.93\|-3.92\|16.41\|16.84\|15.61\|566045;2026-06-24\|15.38\|-3.45\|15.63\|15.85\|15.30\|522777;2026-06-25\|16.92\|10.01\|15.60\|16.92\|15.59\|821771;2026-06-26\|15.71\|-7.15\|17.71\|17.92\|15.71\|758808;2026-06-29\|16.00\|1.85\|15.62\|16.35\|15.31\|559298;2026-06-30\|16.55\|3.44\|15.66\|16.73\|15.46\|513704;2026-07-01\|16.59\|0.24\|16.71\|17.73\|16.24\|522135;2026-07-02\|17.44\|5.12\|16.16\|18.25\|15.68\|891180;2026-07-03\|16.45\|-5.68\|17.07\|17.29\|16.00\|584069;2026-07-06\|16.00\|-2.74\|16.40\|17.17\|15.95\|452769;2026-07-07\|15.57\|-2.69\|15.90\|16.29\|15.50\|406002;2026-07-08\|14.01\|-10.02\|15.50\|15.57\|14.01\|574382;2026-07-09\|13.39\|-4.43\|13.92\|14.15\|12.98\|528787;2026-07-10\|12.62\|-5.75\|13.34\|13.57\|12.61\|486061;2026-07-13\|11.88\|-5.86\|12.60\|12.70\|11.84\|241645
113442	长鑫存储过会	300mm硅片+SOI硅片+存储芯片行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年4月30日一季报，公司营收10.84亿元，同比增长35.22%，主要系300mm半导体硅片销量同比增幅超过90%，带动收入增幅超60%。 2、据2026年5月29日投资者关系活动记录表，公司是全球少数建立SOI技术能力的企业之一，已建成12英寸SOI硅片中试线，下游应用主要包括硅光、射频等，其中硅光领域为SOI材料主要应用场景之一。 3、据2025年10月31日投资者关系活动记录表，公司存储用抛光片占产品比例约60-65%，存储领域是300mm半导体硅片的重要应用方向之一；据2026年5月29日投资者关系活动记录表，公司产品覆盖存储等应用领域，将根据不同客户需求提供相应规格产品。	中国第一大硅晶圆厂，2025年营收37.16亿，300mm硅片销量同比增长27%	2026-03-03\|19.73\|-4.50\|20.72\|20.95\|19.68\|445423;2026-03-04\|19.31\|-2.13\|19.59\|19.95\|19.28\|289381;2026-03-05\|19.50\|0.98\|19.70\|19.88\|19.38\|268205;2026-03-06\|19.57\|0.36\|19.38\|19.72\|19.36\|185354;2026-03-09\|19.24\|-1.69\|19.25\|19.36\|18.85\|296564;2026-03-10\|19.55\|1.61\|19.50\|19.72\|19.39\|226920;2026-03-11\|19.91\|1.84\|19.60\|20.03\|19.54\|288751;2026-03-12\|19.53\|-1.91\|19.83\|19.89\|19.46\|220250;2026-03-13\|19.34\|-0.97\|19.23\|19.76\|19.16\|258997;2026-03-16\|19.42\|0.41\|19.30\|19.49\|19.08\|245422;2026-03-17\|18.88\|-2.78\|19.50\|19.58\|18.88\|207488;2026-03-18\|18.86\|-0.11\|18.98\|19.10\|18.57\|219158;2026-03-19\|18.65\|-1.11\|18.59\|18.88\|18.55\|192919;2026-03-20\|18.22\|-2.31\|18.74\|18.83\|18.15\|266404;2026-03-23\|17.37\|-4.67\|17.95\|18.02\|17.26\|326140;2026-03-24\|17.61\|1.38\|17.72\|17.78\|17.27\|230109;2026-03-25\|17.76\|0.85\|17.80\|17.95\|17.68\|241579;2026-03-26\|17.48\|-1.58\|17.70\|17.84\|17.41\|162130;2026-03-27\|17.59\|0.63\|17.45\|17.77\|17.31\|151253;2026-03-30\|17.27\|-1.82\|17.50\|17.50\|17.08\|205047;2026-03-31\|16.90\|-2.14\|17.21\|17.50\|16.90\|208977;2026-04-01\|17.25\|2.07\|17.24\|17.34\|17.00\|193662;2026-04-02\|16.90\|-2.03\|17.26\|17.26\|16.82\|198802;2026-04-03\|16.61\|-1.72\|16.90\|17.09\|16.61\|138665;2026-04-07\|16.86\|1.51\|16.76\|17.07\|16.68\|167237;2026-04-08\|17.88\|6.05\|17.28\|17.89\|17.28\|316437;2026-04-09\|17.51\|-2.07\|17.60\|17.88\|17.47\|238238;2026-04-10\|17.72\|1.20\|17.79\|17.97\|17.70\|229928;2026-04-13\|17.66\|-0.34\|17.60\|17.86\|17.52\|210217;2026-04-14\|17.80\|0.79\|17.85\|17.95\|17.63\|262531;2026-04-15\|17.76\|-0.22\|17.88\|18.35\|17.72\|380765;2026-04-16\|17.85\|0.51\|17.87\|17.95\|17.72\|236331;2026-04-17\|18.13\|1.57\|17.78\|18.39\|17.66\|348572;2026-04-20\|20.80\|14.73\|18.50\|21.27\|18.50\|1149935;2026-04-21\|19.77\|-4.95\|20.50\|20.57\|19.66\|643046;2026-04-22\|19.93\|0.81\|19.77\|20.08\|19.66\|536935;2026-04-23\|20.70\|3.86\|20.28\|21.46\|19.94\|880262;2026-04-24\|20.80\|0.48\|20.45\|21.29\|20.41\|663543;2026-04-27\|21.10\|1.44\|21.30\|21.89\|20.82\|760064;2026-04-28\|20.58\|-2.46\|21.00\|21.12\|20.46\|525831;2026-04-29\|20.10\|-2.33\|20.42\|20.52\|19.85\|550449;2026-04-30\|20.61\|2.54\|19.51\|20.80\|19.51\|739169;2026-05-06\|22.33\|8.35\|21.41\|23.25\|21.08\|1359390;2026-05-07\|22.54\|0.94\|21.95\|22.86\|21.69\|851251;2026-05-08\|22.99\|2.00\|22.30\|23.55\|21.90\|1122263;2026-05-11\|24.19\|5.22\|23.97\|25.10\|23.02\|1604254;2026-05-12\|25.26\|4.42\|24.30\|26.88\|23.74\|1815043;2026-05-13\|25.56\|1.19\|24.72\|26.00\|24.34\|1401744;2026-05-14\|24.97\|-2.31\|26.09\|26.25\|24.96\|1309033;2026-05-15\|24.07\|-3.60\|25.56\|26.38\|23.81\|1525402;2026-05-18\|24.60\|2.20\|24.07\|25.70\|23.73\|1305656;2026-05-19\|29.52\|20.00\|24.41\|29.52\|23.96\|2605023;2026-05-20\|29.31\|-0.71\|29.00\|29.77\|28.55\|2328854;2026-05-21\|27.68\|-5.56\|30.01\|31.61\|27.63\|2597265;2026-05-22\|27.81\|0.47\|28.05\|28.48\|26.42\|2146836;2026-05-25\|29.05\|4.46\|27.81\|29.86\|26.47\|2183664;2026-05-26\|26.90\|-7.40\|29.00\|29.00\|26.50\|1725767;2026-05-27\|28.07\|4.35\|27.01\|28.96\|26.10\|1998814;2026-05-28\|30.61\|9.05\|27.27\|31.60\|27.27\|2515800;2026-05-29\|27.70\|-9.51\|31.00\|31.52\|27.10\|2173353;2026-06-01\|25.88\|-6.57\|27.00\|27.48\|25.38\|1505229;2026-06-02\|24.71\|-4.52\|25.88\|26.22\|24.60\|1328870;2026-06-03\|25.28\|2.31\|24.90\|26.94\|24.78\|1676037;2026-06-04\|28.85\|14.12\|24.70\|30.00\|24.61\|2474895;2026-06-05\|28.49\|-1.25\|28.36\|29.65\|27.71\|1757199;2026-06-08\|26.44\|-7.20\|26.50\|28.74\|26.20\|1563150;2026-06-09\|31.73\|20.01\|27.43\|31.73\|27.07\|2178719;2026-06-10\|32.65\|2.90\|32.25\|34.54\|31.75\|2972114;2026-06-11\|32.50\|-0.46\|32.30\|33.70\|31.04\|2204794;2026-06-12\|29.59\|-8.95\|34.55\|35.70\|28.88\|3195531;2026-06-15\|31.22\|5.51\|29.00\|32.45\|27.80\|2496365;2026-06-16\|31.05\|-0.54\|31.30\|32.28\|30.42\|2045617;2026-06-17\|32.40\|4.35\|30.00\|33.21\|29.89\|2611436;2026-06-18\|32.20\|-0.62\|32.10\|33.10\|31.80\|1980411;2026-06-22\|33.90\|5.28\|33.33\|34.28\|32.15\|2527798;2026-06-23\|32.22\|-4.96\|33.00\|33.65\|31.19\|1741189;2026-06-24\|32.57\|1.09\|31.40\|32.96\|30.44\|1745391;2026-06-25\|33.31\|2.27\|32.82\|34.18\|31.69\|2073333;2026-06-26\|34.86\|4.65\|33.89\|36.06\|32.36\|2656248;2026-06-29\|39.00\|11.88\|36.18\|39.99\|35.60\|2801530;2026-06-30\|39.89\|2.28\|38.90\|40.60\|38.00\|2258991;2026-07-01\|41.06\|2.93\|39.34\|43.87\|39.01\|2339239;2026-07-02\|37.45\|-8.79\|38.48\|40.38\|33.88\|2092890;2026-07-03\|34.53\|-7.80\|37.50\|38.12\|34.52\|1974508;2026-07-06\|34.61\|0.23\|35.00\|35.68\|32.72\|1547459;2026-07-07\|36.28\|4.83\|33.92\|37.68\|33.92\|1851640;2026-07-08\|32.50\|-10.42\|35.18\|35.76\|30.84\|2318505;2026-07-09\|37.25\|14.62\|33.02\|37.34\|32.97\|2094450;2026-07-10\|36.40\|-2.28\|38.23\|40.35\|36.28\|212238711;2026-07-13\|36.45\|0.14\|35.70\|37.85\|35.50\|103008269
113441	长鑫存储过会	半导体石英坩埚+光伏石英坩埚+大尺寸量产行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，30只成份股全线上涨，英特尔、美光科技等大幅走高，提振A股半导体板块情绪。 2、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年5月27-28日机构调研及互动易，公司36英寸半导体级石英坩埚已实现量产并为下游客户供货，突破国产半导体应用技术壁垒。 2、据2026年5月27日互动易，公司半导体级石英坩埚建设项目稳步推进，建成后将具备年产2.6万只生产能力；2025年度半导体级石英坩埚销售收入同比大幅增长，部分型号产品已向客户中批量供货。 3、据2026年5月27日互动易及2025年年报，公司是为数不多的具备量产大尺寸石英坩埚能力的厂商，太阳能级长寿命石英坩埚拉晶时长极限实验突破650小时，已完成42英寸太阳能级石英坩埚研发并具备量产能力，40英寸已为下游客户供货。	公司36英寸半导体级石英坩埚已量产并为下游客户供货，实现进口替代，突破国产半导体应用技术壁垒	2026-03-03\|26.03\|10.02\|23.75\|26.03\|23.75\|63275;2026-03-04\|25.68\|-1.34\|25.54\|25.99\|24.89\|150476;2026-03-05\|25.11\|-2.22\|26.12\|26.20\|25.08\|94512;2026-03-06\|25.03\|-0.32\|24.88\|25.40\|24.68\|63493;2026-03-09\|25.42\|1.56\|24.50\|25.45\|24.38\|75172;2026-03-10\|25.65\|0.90\|25.50\|25.65\|24.88\|69407;2026-03-11\|25.62\|-0.12\|25.67\|25.89\|25.32\|63270;2026-03-12\|25.90\|1.09\|25.63\|25.94\|25.33\|68258;2026-03-13\|25.50\|-1.54\|25.64\|26.18\|25.44\|72929;2026-03-16\|25.44\|-0.24\|25.50\|25.98\|25.18\|44907;2026-03-17\|24.88\|-2.20\|25.44\|25.97\|24.83\|49473;2026-03-18\|24.58\|-1.21\|24.94\|25.14\|24.10\|43890;2026-03-19\|24.82\|0.98\|24.13\|25.66\|24.13\|45574;2026-03-20\|24.58\|-0.97\|25.01\|25.70\|24.07\|76073;2026-03-23\|24.18\|-1.63\|24.29\|25.13\|24.03\|63405;2026-03-24\|24.67\|2.03\|24.58\|24.99\|22.21\|91358;2026-03-25\|24.56\|-0.45\|24.40\|24.88\|24.20\|52368;2026-03-26\|23.55\|-4.11\|24.56\|24.56\|23.47\|42203;2026-03-27\|23.97\|1.78\|23.29\|24.48\|23.11\|45910;2026-03-30\|22.90\|-4.46\|23.77\|24.02\|22.61\|49709;2026-03-31\|21.76\|-4.98\|22.68\|22.73\|21.70\|42694;2026-04-01\|21.92\|0.74\|22.17\|22.28\|21.76\|26723;2026-04-02\|21.09\|-3.79\|21.88\|21.96\|21.00\|32297;2026-04-03\|20.32\|-3.65\|21.27\|21.28\|20.24\|28352;2026-04-07\|21.03\|3.49\|20.32\|21.17\|20.24\|26582;2026-04-08\|21.54\|2.43\|21.41\|21.55\|21.20\|23224;2026-04-09\|21.07\|-2.18\|21.43\|21.43\|20.92\|18233;2026-04-10\|23.18\|10.01\|23.18\|23.18\|22.57\|45043;2026-04-13\|23.83\|2.80\|22.70\|25.38\|22.24\|110973;2026-04-14\|22.98\|-3.57\|23.30\|23.36\|22.70\|63488;2026-04-15\|22.43\|-2.39\|23.05\|23.07\|22.37\|35608;2026-04-16\|22.61\|0.80\|22.41\|22.79\|22.25\|28786;2026-04-17\|22.61\|0.00\|22.54\|22.71\|22.23\|29999;2026-04-20\|22.61\|0.00\|22.59\|22.76\|22.31\|25819;2026-04-21\|22.06\|-2.43\|22.65\|22.75\|22.00\|27724;2026-04-22\|21.84\|-1.00\|21.92\|22.07\|21.64\|23422;2026-04-23\|21.72\|-0.55\|21.84\|21.98\|21.51\|20247;2026-04-24\|21.56\|-0.74\|21.72\|21.72\|21.42\|18940;2026-04-27\|21.53\|-0.14\|21.00\|21.62\|20.80\|24852;2026-04-28\|21.03\|-2.32\|21.43\|21.68\|20.91\|19628;2026-04-29\|21.40\|1.76\|20.94\|21.50\|20.77\|16639;2026-04-30\|21.56\|0.75\|21.30\|21.59\|21.23\|15972;2026-05-06\|22.02\|2.13\|21.57\|22.37\|21.42\|35434;2026-05-07\|22.61\|2.68\|21.98\|22.77\|21.83\|51421;2026-05-08\|22.52\|-0.40\|22.33\|22.62\|22.22\|25284;2026-05-11\|22.74\|0.98\|22.52\|22.76\|22.38\|29379;2026-05-12\|22.70\|-0.18\|22.74\|22.89\|22.45\|28370;2026-05-13\|23.22\|2.29\|22.59\|23.50\|22.40\|37071;2026-05-14\|23.05\|-0.73\|23.32\|23.50\|22.99\|29583;2026-05-15\|22.50\|-2.39\|23.05\|23.10\|22.03\|33485;2026-05-18\|22.30\|-0.89\|22.49\|22.51\|22.12\|18857;2026-05-19\|22.26\|-0.18\|22.23\|22.57\|21.65\|32814;2026-05-20\|24.49\|10.02\|23.03\|24.49\|23.03\|51461;2026-05-21\|24.20\|-1.18\|25.46\|26.03\|24.20\|165880;2026-05-22\|24.00\|-0.83\|24.15\|24.60\|23.33\|91145;2026-05-25\|25.00\|4.17\|23.96\|25.30\|23.40\|110462;2026-05-26\|24.25\|-3.00\|24.45\|24.90\|23.67\|62828;2026-05-27\|23.40\|-3.51\|23.96\|24.93\|23.27\|44985;2026-05-28\|23.43\|0.13\|23.27\|23.59\|22.41\|51287;2026-05-29\|25.77\|9.99\|24.22\|25.77\|24.00\|61067;2026-06-01\|26.08\|1.20\|25.48\|27.00\|24.88\|163713;2026-06-02\|26.93\|3.26\|25.53\|27.25\|24.91\|141336;2026-06-03\|28.55\|6.02\|26.69\|28.60\|26.07\|166232;2026-06-04\|27.53\|-3.57\|27.92\|28.20\|27.00\|102714;2026-06-05\|27.20\|-1.20\|27.07\|28.48\|25.90\|113042;2026-06-08\|25.83\|-5.04\|27.06\|28.20\|25.83\|110054;2026-06-09\|28.41\|9.99\|26.06\|28.41\|25.00\|150389;2026-06-10\|29.20\|2.78\|28.64\|31.22\|28.50\|232653;2026-06-11\|28.32\|-3.01\|28.96\|29.20\|28.00\|130178;2026-06-12\|26.90\|-5.01\|28.81\|29.41\|26.80\|113967;2026-06-15\|27.42\|1.93\|27.35\|27.75\|26.60\|89850;2026-06-16\|27.34\|-0.29\|27.10\|28.38\|26.73\|96499;2026-06-17\|26.35\|-3.62\|26.85\|27.20\|25.83\|105357;2026-06-18\|23.72\|-9.98\|26.00\|26.33\|23.72\|119373;2026-06-22\|23.31\|-1.73\|23.30\|23.60\|22.03\|109299;2026-06-23\|22.65\|-2.83\|23.41\|23.68\|22.40\|70633;2026-06-24\|22.11\|-2.38\|22.50\|22.60\|21.61\|71087;2026-06-25\|21.07\|-4.70\|22.11\|22.20\|20.91\|70450;2026-06-26\|21.85\|3.70\|21.07\|22.70\|20.79\|94867;2026-06-29\|20.80\|-4.81\|21.70\|22.17\|20.32\|72649;2026-06-30\|20.78\|-0.10\|20.60\|22.00\|20.48\|61566;2026-07-01\|22.86\|10.01\|20.76\|22.86\|19.98\|88597;2026-07-02\|21.92\|-4.11\|22.10\|22.98\|21.83\|82837;2026-07-03\|20.80\|-5.11\|21.92\|22.14\|20.80\|59953;2026-07-06\|20.78\|-0.10\|21.01\|21.90\|20.72\|49989;2026-07-07\|21.35\|2.74\|20.78\|22.33\|20.65\|71209;2026-07-08\|19.22\|-9.98\|21.00\|21.22\|19.22\|73986;2026-07-09\|19.23\|0.05\|19.10\|19.55\|18.66\|40916;2026-07-10\|19.79\|2.91\|19.10\|20.32\|19.00\|58737;2026-07-13\|18.32\|-7.43\|19.50\|19.79\|18.28\|33170
113440	长鑫存储过会	半导体硅片+抛光硅片+一季报增长行业原因：机构研报指出，国内半导体硅片环节的边际变化在于，继此前取消销售折让的变相提价后，厂商已开始明确酝酿新一轮直接涨价，标志着价格传导正式从晶圆厂向下游材料端延伸。公司原因： 1、据2026年4月29日一季报，公司一季度营收1.18亿元，同比增长18.50%；归母净利润1384.92万元，同比增长95.93%；据2026年6月4日互动易，业绩增长主因订单增加带动产能利用率提高及募投项目增产上量。 2、据2026年5月19日投资者关系活动记录表，公司募投项目6-8英寸抛光硅片处于产线扩增、产量提升和客户批量认证过程中，客户群体增加，产品种类丰富，抛光硅片将成为公司未来重要主营产品之一；据2026年4月29日年报，江苏皋鑫芯片项目新厂房设备安装调试基本完成，处于新产线产品认证阶段。 3、据2025年年度报告，公司主营半导体硅材料及其制品，产品涵盖半导体晶棒、研磨片、抛光片、半导体功率芯片及器件，是国内分立器件用单晶硅棒、研磨硅片及半导体功率芯片及器件领域领先企业。	半导体硅材料制造商，主要产品为半导体硅片及半导体硅棒，8英寸抛光片项目正按照整体规划在加速推进中	2026-03-03\|31.75\|-5.98\|33.69\|34.33\|31.70\|40536;2026-03-04\|31.44\|-0.98\|31.30\|32.25\|31.18\|30986;2026-03-05\|33.16\|5.47\|32.32\|34.58\|32.00\|74270;2026-03-06\|32.85\|-0.93\|33.16\|33.39\|32.55\|43592;2026-03-09\|32.49\|-1.10\|32.25\|32.69\|31.44\|32941;2026-03-10\|34.60\|6.49\|32.86\|35.50\|32.80\|71034;2026-03-11\|34.30\|-0.87\|35.02\|35.14\|34.22\|42826;2026-03-12\|33.53\|-2.24\|34.30\|34.55\|33.36\|30215;2026-03-13\|34.34\|2.42\|33.17\|34.69\|32.90\|52911;2026-03-16\|35.32\|2.85\|34.07\|35.34\|33.92\|58056;2026-03-17\|34.30\|-2.89\|35.32\|35.32\|34.15\|37619;2026-03-18\|34.98\|1.98\|34.57\|35.07\|34.09\|35095;2026-03-19\|34.34\|-1.83\|34.57\|35.00\|34.20\|36209;2026-03-20\|33.58\|-2.21\|34.55\|35.25\|33.55\|50810;2026-03-23\|33.70\|0.36\|33.00\|34.26\|32.10\|58876;2026-03-24\|34.99\|3.83\|34.26\|35.00\|33.43\|60368;2026-03-25\|35.14\|0.43\|35.19\|35.50\|34.73\|58268;2026-03-26\|35.15\|0.03\|35.10\|35.66\|34.85\|56793;2026-03-27\|35.28\|0.37\|34.51\|35.49\|34.35\|42098;2026-03-30\|36.58\|3.68\|34.90\|37.00\|34.79\|98638;2026-03-31\|35.60\|-2.68\|36.00\|36.66\|35.59\|67166;2026-04-01\|36.05\|1.26\|36.25\|36.80\|35.72\|53631;2026-04-02\|34.52\|-4.24\|36.05\|36.45\|34.23\|61171;2026-04-03\|34.15\|-1.07\|34.90\|35.85\|33.19\|65803;2026-04-07\|34.25\|0.29\|34.67\|35.30\|34.07\|33783;2026-04-08\|36.76\|7.33\|35.03\|36.98\|35.02\|95896;2026-04-09\|36.40\|-0.98\|36.30\|36.83\|35.85\|57746;2026-04-10\|36.58\|0.49\|36.67\|37.98\|36.52\|76635;2026-04-13\|36.32\|-0.71\|36.23\|36.74\|36.03\|41903;2026-04-14\|36.54\|0.61\|36.56\|37.35\|36.30\|52626;2026-04-15\|36.78\|0.66\|36.68\|37.74\|36.16\|75221;2026-04-16\|37.36\|1.58\|36.90\|37.48\|36.54\|71907;2026-04-17\|36.66\|-1.87\|37.03\|37.25\|36.50\|53483;2026-04-20\|36.78\|0.33\|36.50\|37.14\|36.38\|46640;2026-04-21\|37.54\|2.07\|36.65\|37.54\|35.78\|71300;2026-04-22\|38.13\|1.57\|37.17\|38.54\|36.91\|78537;2026-04-23\|38.06\|-0.18\|37.88\|38.46\|37.41\|62585;2026-04-24\|39.32\|3.31\|37.88\|39.47\|37.65\|105635;2026-04-27\|41.16\|4.68\|39.33\|43.25\|38.88\|143490;2026-04-28\|45.28\|10.01\|40.83\|45.28\|40.60\|150109;2026-04-29\|47.42\|4.73\|46.26\|49.81\|46.20\|284832;2026-04-30\|49.99\|5.42\|47.20\|52.16\|44.63\|273022;2026-05-06\|52.29\|4.60\|50.03\|54.06\|48.80\|248824;2026-05-07\|50.95\|-2.56\|50.80\|51.51\|50.00\|181117;2026-05-08\|47.20\|-7.36\|49.00\|49.17\|46.30\|200749;2026-05-11\|48.00\|1.69\|48.38\|49.00\|47.04\|152058;2026-05-12\|51.60\|7.50\|47.24\|52.50\|45.88\|243296;2026-05-13\|50.40\|-2.33\|49.90\|50.68\|49.01\|171656;2026-05-14\|47.83\|-5.10\|50.00\|50.29\|47.50\|129609;2026-05-15\|48.70\|1.82\|47.80\|49.09\|46.80\|111239;2026-05-18\|47.45\|-2.57\|47.80\|48.43\|46.56\|83103;2026-05-19\|50.10\|5.58\|47.03\|51.00\|45.64\|149237;2026-05-20\|50.64\|1.08\|50.06\|51.14\|49.21\|133918;2026-05-21\|46.05\|-9.06\|51.00\|51.59\|45.84\|142028;2026-05-22\|46.00\|-0.11\|46.41\|46.60\|44.26\|102205;2026-05-25\|47.40\|3.04\|46.82\|47.79\|45.36\|97413;2026-05-26\|44.11\|-6.94\|46.93\|46.93\|43.10\|110917;2026-05-27\|43.90\|-0.48\|43.90\|45.36\|43.70\|79455;2026-05-28\|46.71\|6.40\|44.17\|47.00\|43.70\|107389;2026-05-29\|43.50\|-6.87\|46.74\|46.98\|43.10\|92934;2026-06-01\|43.42\|-0.18\|42.82\|44.33\|42.61\|54258;2026-06-02\|42.92\|-1.15\|43.45\|43.74\|41.84\|55995;2026-06-03\|44.68\|4.10\|42.95\|46.05\|42.77\|76017;2026-06-04\|46.47\|4.01\|43.98\|47.06\|43.81\|97309;2026-06-05\|31.52\|-1.31\|31.14\|32.15\|30.00\|118435;2026-06-08\|29.86\|-5.27\|29.01\|30.99\|29.01\|90054;2026-06-09\|32.85\|10.01\|30.44\|32.85\|30.20\|101020;2026-06-10\|36.14\|10.02\|34.44\|36.14\|34.44\|120576;2026-06-11\|35.45\|-1.91\|36.86\|37.82\|34.90\|407667;2026-06-12\|33.19\|-6.38\|36.34\|37.30\|32.94\|336273;2026-06-15\|34.52\|4.01\|32.83\|34.67\|31.90\|278338;2026-06-16\|34.92\|1.16\|34.53\|35.33\|34.10\|240561;2026-06-17\|36.52\|4.58\|33.90\|36.52\|33.78\|259701;2026-06-18\|37.86\|3.67\|35.87\|40.10\|35.22\|302934;2026-06-22\|38.56\|1.85\|38.05\|38.59\|36.70\|249716;2026-06-23\|36.55\|-5.21\|37.83\|37.84\|35.68\|161673;2026-06-24\|38.10\|4.24\|35.93\|38.20\|34.80\|201854;2026-06-25\|39.16\|2.78\|38.12\|39.86\|37.55\|222596;2026-06-26\|39.89\|1.86\|38.30\|40.96\|36.80\|243263;2026-06-29\|43.00\|7.80\|40.50\|43.88\|38.87\|308290;2026-06-30\|45.61\|6.07\|42.00\|46.80\|40.97\|270196;2026-07-01\|44.00\|-3.53\|45.00\|49.80\|43.28\|321350;2026-07-02\|39.60\|-10.00\|41.53\|42.17\|39.60\|214079;2026-07-03\|36.27\|-8.41\|38.50\|39.00\|36.02\|216504;2026-07-06\|35.21\|-2.92\|36.99\|37.19\|34.50\|138532;2026-07-07\|36.73\|4.32\|35.00\|37.50\|34.80\|175173;2026-07-08\|38.84\|5.74\|36.01\|38.98\|34.18\|236655;2026-07-09\|41.97\|8.06\|38.25\|42.50\|38.23\|274830;2026-07-10\|38.87\|-7.39\|41.22\|42.72\|38.86\|248933;2026-07-13\|37.05\|-4.68\|38.00\|39.38\|36.66\|119391
113439	长鑫存储过会	12英寸硅片+存储芯片+拟参股半导体上游行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年5月8日投资者活动记录表，公司系国内头部存储芯片厂商全球12英寸硅片厂商中供货量第一或第二大的供应商。 2、据2025年年报，公司主营12英寸硅片，产品广泛应用于存储芯片、逻辑芯片等领域，截至2025年底产能超85万片/月，位居国内第一、全球第六。 3、据2026年5月29日公告，公司拟以自有资金参股珠海奕源及重庆欣晖，投向半导体上游关键材料及部件环节，以拓宽业务布局。	2025-10上市	2026-03-03\|23.40\|-6.40\|24.95\|25.20\|23.32\|123053;2026-03-04\|23.45\|0.21\|23.07\|23.71\|23.07\|48494;2026-03-05\|23.80\|1.49\|23.96\|24.24\|23.70\|55434;2026-03-06\|23.95\|0.63\|23.56\|24.13\|23.53\|38224;2026-03-09\|23.67\|-1.17\|23.45\|23.82\|23.14\|58129;2026-03-10\|24.19\|2.20\|24.10\|24.30\|23.93\|50720;2026-03-11\|24.01\|-0.74\|24.35\|24.42\|24.00\|54008;2026-03-12\|23.46\|-2.29\|24.00\|24.05\|23.37\|64213;2026-03-13\|23.33\|-0.55\|23.43\|23.74\|23.16\|54608;2026-03-16\|23.90\|2.44\|23.33\|23.90\|23.15\|56978;2026-03-17\|23.69\|-0.88\|23.98\|24.16\|23.67\|50984;2026-03-18\|24.27\|2.45\|23.66\|24.46\|23.66\|74115;2026-03-19\|23.61\|-2.72\|23.93\|24.10\|23.51\|54748;2026-03-20\|22.83\|-3.30\|23.65\|23.80\|22.77\|72923;2026-03-23\|21.15\|-7.36\|22.25\|22.32\|21.12\|91582;2026-03-24\|21.65\|2.36\|21.50\|21.66\|20.92\|48515;2026-03-25\|22.05\|1.85\|21.80\|22.35\|21.80\|48841;2026-03-26\|21.40\|-2.95\|22.21\|22.21\|21.39\|39372;2026-03-27\|21.61\|0.98\|21.00\|21.75\|20.98\|33489;2026-03-30\|21.39\|-1.02\|21.36\|21.60\|21.06\|36709;2026-03-31\|21.12\|-1.26\|21.40\|21.56\|21.06\|27911;2026-04-01\|21.64\|2.46\|21.54\|21.79\|21.30\|36147;2026-04-02\|21.24\|-1.85\|21.76\|21.77\|21.18\|28726;2026-04-03\|21.13\|-0.52\|21.25\|21.39\|21.10\|29887;2026-04-07\|21.18\|0.24\|21.15\|21.56\|21.15\|28590;2026-04-08\|22.23\|4.96\|21.74\|22.23\|21.70\|60695;2026-04-09\|21.87\|-1.62\|22.03\|22.13\|21.80\|30605;2026-04-10\|21.91\|0.18\|22.01\|22.29\|21.88\|35680;2026-04-13\|21.98\|0.32\|21.73\|22.08\|21.64\|27641;2026-04-14\|22.37\|1.77\|22.14\|22.50\|22.09\|54732;2026-04-15\|22.57\|0.89\|22.46\|23.04\|22.38\|67082;2026-04-16\|22.53\|-0.18\|22.58\|22.65\|22.38\|38360;2026-04-17\|22.65\|0.53\|22.38\|22.92\|22.38\|51389;2026-04-20\|23.37\|3.18\|22.66\|23.92\|22.52\|89497;2026-04-21\|22.47\|-3.85\|22.90\|23.16\|22.41\|71196;2026-04-22\|22.83\|1.60\|22.39\|22.84\|22.28\|45703;2026-04-23\|22.91\|0.35\|22.87\|23.52\|22.63\|73696;2026-04-24\|22.92\|0.04\|22.87\|23.24\|22.65\|53599;2026-04-27\|23.32\|1.75\|22.93\|23.49\|22.93\|68207;2026-04-28\|22.24\|-4.63\|22.93\|23.19\|22.04\|170009;2026-04-29\|22.39\|0.67\|22.04\|22.53\|21.92\|87749;2026-04-30\|23.70\|5.85\|22.32\|24.10\|22.23\|179930;2026-05-06\|26.71\|12.70\|24.36\|28.00\|24.25\|409404;2026-05-07\|27.55\|3.14\|26.46\|28.00\|26.46\|267219;2026-05-08\|30.66\|11.29\|27.20\|31.24\|26.86\|470939;2026-05-11\|34.05\|11.06\|31.95\|35.42\|30.10\|542423;2026-05-12\|34.34\|0.85\|33.71\|35.99\|32.33\|430625;2026-05-13\|35.39\|3.06\|33.00\|35.63\|32.63\|374548;2026-05-14\|34.10\|-3.65\|35.36\|35.39\|33.86\|281557;2026-05-15\|33.97\|-0.38\|34.08\|35.45\|32.49\|376711;2026-05-18\|33.52\|-1.32\|33.64\|34.75\|33.02\|264913;2026-05-19\|35.60\|6.21\|32.90\|36.44\|32.00\|441247;2026-05-20\|34.90\|-1.97\|35.52\|36.97\|34.80\|428491;2026-05-21\|32.59\|-6.62\|35.01\|36.66\|32.57\|401834;2026-05-22\|33.38\|2.42\|33.00\|33.38\|31.75\|301140;2026-05-25\|33.12\|-0.78\|33.02\|33.86\|31.75\|239045;2026-05-26\|31.40\|-5.19\|33.01\|33.01\|30.78\|253386;2026-05-27\|33.61\|7.04\|31.50\|35.12\|31.12\|351411;2026-05-28\|37.94\|12.88\|33.28\|40.33\|32.99\|534656;2026-05-29\|37.94\|0.00\|39.42\|41.41\|37.82\|530683;2026-06-01\|35.15\|-7.35\|37.00\|37.48\|34.80\|330150;2026-06-02\|34.02\|-3.21\|35.00\|35.60\|33.77\|232082;2026-06-03\|35.33\|3.85\|34.29\|38.32\|34.11\|328568;2026-06-04\|38.55\|9.11\|34.96\|39.65\|34.25\|367614;2026-06-05\|36.70\|-4.80\|37.15\|39.50\|36.00\|282837;2026-06-08\|34.44\|-6.16\|34.52\|37.18\|33.40\|265976;2026-06-09\|41.33\|20.01\|36.00\|41.33\|34.77\|358639;2026-06-10\|46.60\|12.75\|43.88\|46.60\|42.58\|542056;2026-06-11\|49.76\|6.78\|44.89\|50.06\|44.60\|514237;2026-06-12\|47.50\|-4.54\|52.41\|55.30\|47.50\|615591;2026-06-15\|48.17\|1.41\|48.37\|49.77\|44.00\|481174;2026-06-16\|47.00\|-2.43\|47.00\|48.31\|45.52\|453637;2026-06-17\|54.50\|15.96\|45.51\|54.78\|45.28\|559161;2026-06-18\|50.39\|-7.54\|53.00\|53.55\|50.10\|472563;2026-06-22\|51.16\|1.53\|51.21\|52.09\|48.51\|369546;2026-06-23\|48.40\|-5.39\|49.15\|50.15\|46.08\|280713;2026-06-24\|48.36\|-0.08\|47.00\|49.63\|46.12\|248250;2026-06-25\|51.60\|6.70\|48.50\|52.83\|47.67\|344750;2026-06-26\|53.86\|4.38\|50.55\|56.72\|49.19\|438184;2026-06-29\|61.33\|13.87\|55.00\|62.89\|51.51\|491361;2026-06-30\|61.92\|0.96\|59.00\|63.99\|57.88\|347397;2026-07-01\|61.80\|-0.19\|61.50\|66.83\|60.50\|372673;2026-07-02\|58.00\|-6.15\|57.00\|61.83\|52.27\|298827;2026-07-03\|53.99\|-6.91\|56.78\|58.33\|53.99\|279659;2026-07-06\|52.00\|-3.69\|55.23\|55.29\|49.91\|219438;2026-07-07\|53.26\|2.42\|51.31\|55.50\|50.57\|214436;2026-07-08\|49.35\|-7.34\|52.50\|53.95\|46.68\|240514;2026-07-09\|53.53\|8.47\|50.90\|53.88\|49.90\|271290;2026-07-10\|51.20\|-4.35\|54.79\|59.75\|51.20\|32847148;2026-07-13\|52.76\|3.05\|49.20\|53.75\|49.20\|17729334
113438	长鑫存储过会	锆铪分离+锆系新材+半导体上游+固态电池行业原因： 1、亿纬锂能预计2026年上半年净利润同比增长95%-110%，龙头业绩超预期打响中报预增行情。 2、分析指出，锂电行业供给侧出清成效显现，叠加储能需求爆发及动力电池需求旺季到来，碳酸锂价格重回阶段性高点，产业链供需格局改善，盈利水平企稳回升。公司原因： 1、据浙商证券2026年6月11日研报，截至2026年4月，公司锆铪分离半工业化产线已可连续且稳定产出4N级以上氧氯化铪及氧氯化锆，均为电子级产品，预计投产在即，铪在存储、CPU、GPU中应用大有可为；据2026年5月13日互动易，公司已将部分锆铪产品向下游半导体领域客户送样。 2、据2025年年度报告，公司以自产氯化锆为原料进行固态电解质粉体合成试验，氯化锆作为固态电池核心原料已向下游固态电池工厂小批量供货。 3、据2025年年度报告，公司是全国乃至全球知名的锆系制品生产企业，主要产品包括电熔氧化锆、海绵锆、氧氯化锆及特种陶瓷等，核级海绵锆已进入法马通全球供应链。	1、公司锆铪分离项目正处于项目建设中，现有半工业化产线已实现连续稳定生产，产出的锆铪产品均为4N级以上，并已将部分产品向下游半导体领域客户送样； 2、公司锆基卤化物材料目前已向下游电池企业小批量供货	2026-03-03\|52.66\|6.11\|51.13\|54.59\|51.13\|254893;2026-03-04\|55.41\|5.22\|52.66\|56.90\|52.23\|177156;2026-03-05\|53.27\|-3.86\|54.50\|54.50\|52.45\|134210;2026-03-06\|52.90\|-0.69\|52.69\|53.63\|51.69\|90290;2026-03-09\|50.93\|-3.72\|51.00\|51.50\|49.20\|145697;2026-03-10\|52.32\|2.73\|50.92\|52.57\|50.90\|76035;2026-03-11\|52.29\|-0.06\|52.45\|53.13\|51.77\|83075;2026-03-12\|50.65\|-3.14\|52.37\|52.75\|50.12\|78021;2026-03-13\|50.09\|-1.11\|50.50\|51.18\|49.86\|59561;2026-03-16\|47.55\|-5.07\|49.90\|50.66\|46.46\|145440;2026-03-17\|46.39\|-2.44\|48.50\|48.58\|46.31\|76760;2026-03-18\|46.15\|-0.52\|46.39\|46.73\|45.73\|59636;2026-03-19\|43.20\|-6.39\|46.01\|46.01\|42.82\|104932;2026-03-20\|43.11\|-0.21\|43.58\|44.80\|43.04\|68975;2026-03-23\|40.49\|-6.08\|42.50\|42.98\|40.23\|108824;2026-03-24\|41.11\|1.53\|42.00\|42.00\|39.14\|120954;2026-03-25\|41.98\|2.12\|41.43\|42.30\|41.35\|74684;2026-03-26\|41.04\|-2.24\|42.26\|42.29\|40.80\|48254;2026-03-27\|41.28\|0.58\|40.52\|42.30\|40.18\|75733;2026-03-30\|41.56\|0.68\|41.13\|42.22\|40.40\|65870;2026-03-31\|40.98\|-1.40\|41.73\|42.00\|40.60\|43897;2026-04-01\|42.59\|3.93\|41.70\|43.00\|41.06\|76691;2026-04-02\|40.72\|-4.39\|42.41\|42.55\|40.50\|90804;2026-04-03\|40.26\|-1.13\|40.80\|41.26\|40.06\|54124;2026-04-07\|40.34\|0.20\|40.47\|41.18\|40.15\|42429;2026-04-08\|42.75\|5.97\|41.50\|42.88\|41.33\|87498;2026-04-09\|41.90\|-1.99\|42.88\|42.89\|41.78\|62421;2026-04-10\|42.99\|2.60\|42.80\|43.60\|42.08\|86797;2026-04-13\|42.59\|-0.93\|42.81\|43.33\|41.86\|74018;2026-04-14\|43.64\|2.47\|43.44\|43.72\|42.33\|85396;2026-04-15\|43.28\|-0.82\|43.70\|44.39\|43.10\|90594;2026-04-16\|44.51\|2.84\|43.50\|44.69\|43.12\|73335;2026-04-17\|45.61\|2.47\|44.49\|45.93\|44.28\|97931;2026-04-20\|48.70\|6.77\|45.64\|49.37\|45.62\|138894;2026-04-21\|47.92\|-1.60\|48.30\|48.70\|47.55\|80080;2026-04-22\|48.42\|1.04\|48.40\|48.77\|47.63\|81522;2026-04-23\|48.73\|0.64\|48.20\|49.37\|47.23\|92403;2026-04-24\|48.65\|-0.16\|48.90\|49.00\|47.50\|88032;2026-04-27\|48.73\|0.16\|48.90\|49.48\|47.79\|93187;2026-04-28\|47.00\|-3.55\|48.42\|48.42\|46.73\|91282;2026-04-29\|47.21\|0.45\|46.79\|47.61\|46.76\|55194;2026-04-30\|46.35\|-1.82\|47.50\|47.70\|46.32\|61473;2026-05-06\|45.90\|-0.97\|47.00\|47.25\|45.60\|104524;2026-05-07\|45.89\|-0.02\|46.10\|46.30\|45.07\|79395;2026-05-08\|45.30\|-1.29\|46.00\|46.46\|45.00\|68293;2026-05-11\|45.34\|0.09\|45.30\|46.06\|44.44\|88728;2026-05-12\|44.07\|-2.80\|45.45\|45.87\|43.76\|118555;2026-05-13\|44.02\|-0.11\|44.08\|44.60\|43.70\|84968;2026-05-14\|41.81\|-5.02\|43.83\|44.00\|41.78\|115085;2026-05-15\|42.89\|2.58\|41.96\|44.35\|41.20\|134337;2026-05-18\|42.87\|-0.05\|42.69\|44.09\|42.60\|85247;2026-05-19\|41.57\|-3.03\|42.86\|43.04\|41.35\|87648;2026-05-20\|45.73\|10.01\|41.30\|45.73\|40.96\|179355;2026-05-21\|45.90\|0.37\|48.00\|48.24\|45.58\|195147;2026-05-22\|50.49\|10.00\|46.20\|50.49\|45.80\|215882;2026-05-25\|55.54\|10.00\|53.00\|55.54\|51.12\|305219;2026-05-26\|58.30\|4.97\|55.54\|60.26\|55.54\|358407;2026-05-27\|64.13\|10.00\|58.80\|64.13\|58.73\|211408;2026-05-28\|63.70\|-0.67\|64.68\|66.06\|59.36\|391070;2026-05-29\|58.87\|-7.58\|64.77\|64.78\|58.45\|335935;2026-06-01\|59.53\|1.12\|58.50\|62.87\|58.11\|219586;2026-06-02\|61.79\|3.80\|60.04\|62.60\|59.88\|209137;2026-06-03\|67.97\|10.00\|61.79\|67.97\|61.79\|195963;2026-06-04\|66.90\|-1.57\|69.05\|71.20\|65.00\|375852;2026-06-05\|65.27\|-2.44\|65.00\|67.33\|63.28\|227766;2026-06-08\|63.45\|-2.79\|60.06\|65.72\|60.06\|166584;2026-06-09\|69.80\|10.01\|65.48\|69.80\|64.00\|256456;2026-06-10\|74.79\|7.15\|71.20\|75.09\|70.20\|356548;2026-06-11\|74.39\|-0.53\|73.86\|76.26\|71.25\|291838;2026-06-12\|72.60\|-2.41\|76.00\|79.50\|71.70\|265904;2026-06-15\|75.44\|3.91\|75.43\|76.18\|69.90\|230709;2026-06-16\|82.98\|9.99\|76.00\|82.98\|73.49\|191907;2026-06-17\|79.54\|-4.15\|83.00\|86.00\|77.31\|294793;2026-06-18\|87.49\|9.99\|83.26\|87.49\|83.23\|186814;2026-06-22\|96.24\|10.00\|91.86\|96.24\|90.15\|268160;2026-06-23\|101.07\|5.02\|100.00\|105.86\|96.30\|485240;2026-06-24\|103.81\|2.71\|102.00\|105.85\|96.80\|304704;2026-06-25\|100.48\|-3.21\|104.07\|105.00\|95.80\|287173;2026-06-26\|94.53\|-5.92\|98.43\|98.80\|92.90\|222874;2026-06-29\|95.98\|1.53\|96.22\|98.68\|89.00\|256039;2026-06-30\|96.30\|0.33\|93.98\|98.06\|89.32\|206296;2026-07-01\|94.02\|-2.37\|96.32\|100.15\|91.88\|196092;2026-07-02\|89.60\|-4.70\|89.37\|96.20\|88.88\|196125;2026-07-03\|85.79\|-4.25\|89.23\|89.71\|85.77\|150598;2026-07-06\|81.54\|-4.95\|86.00\|87.55\|80.20\|185654;2026-07-07\|80.68\|-1.05\|80.80\|81.88\|78.64\|134477;2026-07-08\|76.23\|-5.52\|82.00\|82.10\|76.00\|110573;2026-07-09\|79.63\|4.46\|77.68\|80.19\|73.00\|140478;2026-07-10\|73.98\|-7.10\|80.45\|81.91\|73.97\|157023;2026-07-13\|72.50\|-2.00\|74.09\|75.00\|72.03\|87803
113437	长鑫存储过会	半导体硅片+光伏硅片行业原因：据证券时报6月26日报道，全球半导体硅片巨头信越化学、SUMCO、环球晶圆年内已启动两轮涨价，其中AI/HPC用高端硅片涨幅达18%-22%。国内已有硅片厂商跟随调价，个别厂商全品类外延片产品上调幅度达15%。公司原因： 1、据财闻2026年6月26日报道，6月以来半导体硅片赛道热度走高，TCL中环同步布局半导体与光伏硅片，车规级硅片认证持续推进。据2025年年报，公司半导体材料业务营收及出货量继续稳居国内半导体硅片行业前列。 2、据2026年一季报，公司组件出货实现2.9GW，同比增长超50%，陆续入围、中标央企集采项目。据2025年年报，光伏电池组件板块营收同比增长60.45%，营收占比达32.10%。 3、公司光伏硅片市占率全球第一。据2026年4月2日机构调研，公司硅片板块盈利端显著改善，EBITDA已转正。	1、子公司鑫芯半导体致力于300mm半导体硅片研发与制造，产品应用以逻辑芯片、存储芯片等先进制程方向为主； 2、业内人士称马斯克团队上周调研的光伏企业包括TCL中环、晶科能源、晶盛机电等	2026-03-03\|9.86\|-1.50\|10.10\|10.45\|9.83\|2025133;2026-03-04\|9.72\|-1.42\|9.73\|9.93\|9.52\|1423325;2026-03-05\|9.80\|0.82\|9.86\|9.94\|9.74\|994042;2026-03-06\|9.81\|0.10\|9.70\|9.96\|9.64\|969171;2026-03-09\|10.07\|2.65\|9.66\|10.12\|9.62\|1618575;2026-03-10\|10.15\|0.79\|10.04\|10.26\|9.87\|1472427;2026-03-11\|10.17\|0.20\|10.11\|10.37\|10.04\|1568151;2026-03-12\|10.19\|0.20\|10.10\|10.35\|9.94\|1723341;2026-03-13\|10.16\|-0.29\|10.13\|10.38\|10.03\|1452240;2026-03-16\|9.94\|-2.17\|10.18\|10.28\|9.86\|1220512;2026-03-17\|9.83\|-1.11\|9.96\|10.29\|9.82\|1448848;2026-03-18\|9.75\|-0.81\|9.81\|9.93\|9.58\|1146646;2026-03-19\|9.66\|-0.92\|9.64\|9.84\|9.62\|943313;2026-03-20\|9.86\|2.07\|9.65\|10.29\|9.52\|1944558;2026-03-23\|9.60\|-2.64\|9.70\|10.07\|9.55\|1645376;2026-03-24\|9.69\|0.94\|9.73\|9.94\|9.19\|1582305;2026-03-25\|9.64\|-0.52\|9.69\|9.82\|9.58\|1186633;2026-03-26\|9.17\|-4.88\|9.64\|9.65\|9.15\|1289808;2026-03-27\|9.36\|2.07\|9.05\|9.43\|9.01\|1070234;2026-03-30\|9.11\|-2.67\|9.28\|9.36\|8.97\|952410;2026-03-31\|8.78\|-3.62\|9.13\|9.23\|8.78\|963675;2026-04-01\|8.98\|2.28\|8.94\|9.12\|8.81\|872773;2026-04-02\|8.59\|-4.34\|8.90\|8.93\|8.54\|979936;2026-04-03\|8.12\|-5.47\|8.57\|8.59\|8.10\|1078195;2026-04-07\|8.24\|1.48\|8.17\|8.26\|8.11\|591180;2026-04-08\|8.62\|4.61\|8.40\|8.63\|8.37\|906924;2026-04-09\|8.46\|-1.86\|8.51\|8.55\|8.41\|509473;2026-04-10\|8.63\|2.01\|8.55\|8.72\|8.53\|714332;2026-04-13\|8.85\|2.55\|8.51\|8.97\|8.51\|995407;2026-04-14\|8.83\|-0.23\|8.78\|8.89\|8.71\|620069;2026-04-15\|8.68\|-1.70\|8.83\|8.87\|8.62\|587168;2026-04-16\|8.76\|0.92\|8.71\|8.81\|8.64\|502895;2026-04-17\|8.67\|-1.03\|8.71\|8.76\|8.61\|632605;2026-04-20\|8.82\|1.73\|8.70\|8.87\|8.64\|678294;2026-04-21\|8.76\|-0.68\|8.81\|8.91\|8.70\|569712;2026-04-22\|8.71\|-0.57\|8.69\|8.75\|8.60\|551645;2026-04-23\|8.64\|-0.80\|8.78\|8.84\|8.56\|740688;2026-04-24\|8.63\|-0.12\|8.58\|8.67\|8.49\|518110;2026-04-27\|8.54\|-1.04\|8.58\|8.62\|8.45\|516313;2026-04-28\|8.48\|-0.70\|8.49\|8.65\|8.43\|547600;2026-04-29\|8.62\|1.65\|8.46\|8.66\|8.28\|734521;2026-04-30\|8.66\|0.46\|8.56\|8.73\|8.55\|576012;2026-05-06\|8.90\|2.77\|8.76\|8.95\|8.68\|931702;2026-05-07\|8.86\|-0.45\|8.89\|9.03\|8.81\|849326;2026-05-08\|8.93\|0.79\|8.81\|9.02\|8.75\|867471;2026-05-11\|9.09\|1.79\|8.95\|9.19\|8.95\|1131729;2026-05-12\|9.62\|5.83\|9.09\|10.00\|8.93\|3936543;2026-05-13\|10.19\|5.93\|9.60\|10.31\|9.55\|3760871;2026-05-14\|10.09\|-0.98\|10.18\|10.37\|9.87\|2559970;2026-05-15\|9.83\|-2.58\|10.04\|10.26\|9.35\|2554396;2026-05-18\|9.36\|-4.78\|9.66\|9.70\|9.30\|1516649;2026-05-19\|9.81\|4.81\|9.38\|10.07\|9.24\|2291402;2026-05-20\|9.62\|-1.94\|9.84\|9.88\|9.56\|1309221;2026-05-21\|9.12\|-5.20\|9.74\|9.81\|9.08\|1505759;2026-05-22\|9.36\|2.63\|9.23\|9.49\|9.03\|1252019;2026-05-25\|9.22\|-1.50\|9.37\|9.43\|9.04\|1109874;2026-05-26\|9.03\|-2.06\|9.16\|9.40\|8.89\|1385679;2026-05-27\|9.93\|9.97\|9.00\|9.93\|9.00\|2254093;2026-05-28\|10.44\|5.14\|9.89\|10.61\|9.81\|4810571;2026-05-29\|9.75\|-6.61\|10.33\|10.43\|9.55\|2986782;2026-06-01\|9.56\|-1.95\|9.75\|10.07\|9.54\|1903955;2026-06-02\|9.12\|-4.60\|9.56\|9.62\|8.91\|1931910;2026-06-03\|9.13\|0.11\|9.08\|9.53\|9.02\|1675694;2026-06-04\|9.55\|4.60\|9.04\|9.73\|8.92\|2260491;2026-06-05\|9.42\|-1.36\|9.46\|9.80\|9.30\|1858030;2026-06-08\|8.92\|-5.31\|9.14\|9.69\|8.91\|2173392;2026-06-09\|9.81\|9.98\|9.10\|9.81\|8.43\|3135369;2026-06-10\|10.13\|3.26\|10.00\|10.30\|9.81\|4770240;2026-06-11\|10.13\|0.00\|10.10\|10.18\|9.80\|2614571;2026-06-12\|9.98\|-1.48\|10.38\|11.14\|9.98\|5124436;2026-06-15\|10.26\|2.81\|9.98\|10.33\|9.70\|3298648;2026-06-16\|10.33\|0.68\|10.21\|10.49\|10.16\|2428760;2026-06-17\|10.71\|3.68\|10.24\|10.80\|10.02\|3657870;2026-06-18\|10.26\|-4.20\|10.66\|10.66\|10.20\|2533287;2026-06-22\|10.41\|1.46\|10.35\|10.59\|10.10\|2324617;2026-06-23\|9.84\|-5.48\|10.25\|10.32\|9.78\|2278814;2026-06-24\|9.50\|-3.46\|9.67\|9.75\|9.34\|1808946;2026-06-25\|10.17\|7.05\|9.51\|10.30\|9.39\|3255206;2026-06-26\|11.19\|10.03\|10.23\|11.19\|10.17\|5190640;2026-06-29\|11.73\|4.83\|11.48\|11.78\|11.20\|5709481;2026-06-30\|12.02\|2.47\|11.67\|12.12\|11.34\|4732536;2026-07-01\|11.90\|-1.00\|11.87\|12.44\|11.54\|4859255;2026-07-02\|11.03\|-7.31\|11.42\|11.59\|10.97\|3640490;2026-07-03\|10.37\|-5.98\|11.25\|11.36\|10.34\|3149074;2026-07-06\|10.02\|-3.38\|10.47\|10.67\|9.84\|2488884;2026-07-07\|11.02\|9.98\|10.02\|11.02\|9.88\|3529552;2026-07-08\|10.69\|-2.99\|11.28\|11.42\|10.42\|3442099;2026-07-09\|11.03\|3.18\|10.80\|11.10\|10.60\|3327567;2026-07-10\|10.66\|-3.35\|11.03\|11.39\|10.65\|3435440;2026-07-13\|10.66\|0.00\|10.48\|11.20\|10.40\|1734118
113436	长鑫存储过会	PCB用化学试剂+电子化学品+一季报增长行业原因： 1、据央视财经，沙特的朱拜勒工业区此前供应了全球大约70%的PPE树脂。但在今年3月底，由于霍尔木兹海峡航运受阻，相关工厂就已经停产。树脂是制造印刷电路板的重要材料，其中，PPE树脂主要用于高端产品。 2、据央视财经，今年以来，算力需求爆发，带动电子布价格大幅上涨。截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月11日互动易，公司PCB用化学试剂包括各类规格的过硫酸钠、硫酸铜、硝酸银、氢氧化钠、盐酸、硫酸、硝酸、环氧氯丙烷、氢氟酸、丙酮、氨水、甲醛等。 2、据2026年5月15日机构调研，公司部分电子化学品可用于半导体生产过程中的清洗、蚀刻、显影、去胶等工艺环节。 3、公司主要从事化学试剂的研发、生产、销售，原料药及食品添加剂生产及销售，并从事部分化工原料贸易等业务。产品主要应用领域包括新材料、生物医药、石油化工、新能源等行业。 4、据2026年4月29日一季报，公司2026年一季度归母净利润为1198.05万元，同比增长38.68%。	公司拥有光刻胶配套试剂产品，和英特尔产品（成都）有限公司，美维控股，兴森电子，信利半导体，超声电子、韩国东进世美肯公司等建立业务合作关系	2026-03-03\|8.46\|-2.98\|8.76\|8.83\|8.45\|239857;2026-03-04\|8.35\|-1.30\|8.32\|8.51\|8.32\|148668;2026-03-05\|8.51\|1.92\|8.52\|8.60\|8.46\|155106;2026-03-06\|8.72\|2.47\|8.48\|8.74\|8.43\|162509;2026-03-09\|8.53\|-2.18\|8.61\|8.69\|8.41\|173046;2026-03-10\|8.68\|1.76\|8.60\|8.68\|8.58\|118187;2026-03-11\|8.68\|0.00\|8.68\|8.75\|8.62\|117573;2026-03-12\|8.56\|-1.38\|8.65\|8.69\|8.54\|118153;2026-03-13\|8.53\|-0.35\|8.53\|8.68\|8.50\|118200;2026-03-16\|8.64\|1.29\|8.50\|8.65\|8.48\|106705;2026-03-17\|8.44\|-2.31\|8.67\|8.67\|8.42\|124198;2026-03-18\|8.45\|0.12\|8.41\|8.48\|8.33\|103328;2026-03-19\|8.08\|-4.38\|8.38\|8.39\|8.05\|200323;2026-03-20\|7.82\|-3.22\|8.09\|8.14\|7.80\|143067;2026-03-23\|7.44\|-4.86\|7.61\|7.79\|7.40\|181392;2026-03-24\|7.70\|3.49\|7.58\|7.71\|7.44\|158839;2026-03-25\|7.81\|1.43\|7.71\|7.84\|7.70\|117261;2026-03-26\|7.69\|-1.54\|7.81\|7.87\|7.65\|92716;2026-03-27\|7.92\|2.99\|7.60\|7.93\|7.56\|122679;2026-03-30\|7.97\|0.63\|7.81\|7.98\|7.77\|90860;2026-03-31\|7.80\|-2.13\|7.96\|8.00\|7.78\|96931;2026-04-01\|7.87\|0.90\|7.94\|7.96\|7.81\|72044;2026-04-02\|7.75\|-1.52\|7.84\|7.90\|7.69\|73990;2026-04-03\|7.55\|-2.58\|7.79\|7.80\|7.54\|81964;2026-04-07\|7.96\|5.43\|7.55\|8.12\|7.55\|221903;2026-04-08\|7.99\|0.38\|8.00\|8.03\|7.88\|249629;2026-04-09\|7.80\|-2.38\|7.91\|7.98\|7.80\|155773;2026-04-10\|7.76\|-0.51\|7.83\|7.90\|7.74\|137095;2026-04-13\|7.73\|-0.39\|7.68\|7.75\|7.62\|112296;2026-04-14\|7.73\|0.00\|7.76\|7.78\|7.61\|120788;2026-04-15\|7.57\|-2.07\|7.75\|7.75\|7.56\|142714;2026-04-16\|7.63\|0.79\|7.59\|7.68\|7.51\|114628;2026-04-17\|7.62\|-0.13\|7.63\|7.74\|7.57\|124990;2026-04-20\|7.63\|0.13\|7.60\|7.68\|7.55\|122951;2026-04-21\|7.84\|2.75\|7.63\|7.90\|7.63\|291895;2026-04-22\|7.81\|-0.38\|7.77\|7.93\|7.74\|174615;2026-04-23\|7.91\|1.28\|7.98\|8.41\|7.87\|332378;2026-04-24\|7.74\|-2.15\|7.89\|7.91\|7.66\|218192;2026-04-27\|7.77\|0.39\|7.72\|7.88\|7.70\|164370;2026-04-28\|7.78\|0.13\|7.69\|7.88\|7.66\|149153;2026-04-29\|8.00\|2.83\|7.80\|8.04\|7.75\|233829;2026-04-30\|8.05\|0.62\|8.00\|8.09\|7.96\|155187;2026-05-06\|8.12\|0.87\|8.12\|8.15\|8.02\|191091;2026-05-07\|8.18\|0.74\|8.10\|8.20\|8.05\|203175;2026-05-08\|8.09\|-1.10\|8.13\|8.16\|8.07\|166106;2026-05-11\|8.18\|1.11\|8.10\|8.21\|8.08\|213266;2026-05-12\|8.08\|-1.22\|8.17\|8.17\|7.99\|161465;2026-05-13\|8.15\|0.87\|8.02\|8.16\|8.01\|155666;2026-05-14\|8.04\|-1.35\|8.17\|8.23\|8.03\|233954;2026-05-15\|8.20\|1.99\|8.04\|8.30\|8.02\|276571;2026-05-18\|8.21\|0.12\|8.14\|8.24\|7.99\|207124;2026-05-19\|8.22\|0.12\|8.21\|8.30\|8.10\|188887;2026-05-20\|8.46\|2.92\|8.20\|8.50\|8.16\|513884;2026-05-21\|8.09\|-4.37\|8.46\|8.49\|7.98\|499191;2026-05-22\|8.30\|2.60\|8.01\|8.32\|7.80\|342801;2026-05-25\|8.45\|1.81\|8.30\|8.50\|8.24\|362370;2026-05-26\|8.27\|-2.13\|8.40\|8.43\|8.18\|300152;2026-05-27\|7.96\|-3.75\|8.22\|8.40\|7.92\|297196;2026-05-28\|8.12\|2.01\|7.91\|8.23\|7.83\|232615;2026-05-29\|7.51\|-7.51\|8.05\|8.09\|7.41\|415272;2026-06-01\|7.60\|1.20\|7.45\|7.67\|7.40\|183225;2026-06-02\|7.43\|-2.24\|7.56\|7.58\|7.41\|162672;2026-06-03\|7.41\|-0.27\|7.39\|7.59\|7.17\|218782;2026-06-04\|7.49\|1.08\|7.35\|7.54\|7.27\|176859;2026-06-05\|7.55\|0.80\|7.46\|7.71\|7.10\|313697;2026-06-08\|7.16\|-5.17\|7.33\|7.53\|7.05\|224122;2026-06-09\|7.88\|10.06\|7.28\|7.88\|7.13\|427803;2026-06-10\|8.06\|2.28\|7.88\|8.17\|7.80\|675158;2026-06-11\|8.22\|1.99\|8.00\|8.27\|7.90\|615470;2026-06-12\|7.93\|-3.53\|8.21\|8.24\|7.88\|479280;2026-06-15\|8.25\|4.04\|7.90\|8.34\|7.85\|480879;2026-06-16\|8.50\|3.03\|8.14\|8.61\|8.08\|688546;2026-06-17\|8.44\|-0.71\|8.32\|8.63\|8.28\|537766;2026-06-18\|8.86\|4.98\|8.36\|9.00\|8.28\|788274;2026-06-22\|9.11\|2.82\|9.04\|9.30\|8.94\|1008817;2026-06-23\|10.02\|9.99\|9.50\|10.02\|9.50\|705984;2026-06-24\|11.02\|9.98\|11.02\|11.02\|11.02\|148228;2026-06-25\|10.27\|-6.81\|11.75\|11.75\|9.92\|2193941;2026-06-26\|9.62\|-6.33\|9.92\|10.33\|9.50\|1425152;2026-06-29\|9.35\|-2.81\|9.75\|10.30\|8.94\|1298172;2026-06-30\|9.48\|1.39\|9.15\|9.59\|8.95\|929595;2026-07-01\|10.00\|5.49\|9.41\|10.09\|9.35\|1210803;2026-07-02\|11.00\|10.00\|9.70\|11.00\|9.61\|1099635;2026-07-03\|9.95\|-9.55\|10.56\|10.76\|9.92\|1217954;2026-07-06\|9.36\|-5.93\|10.11\|10.15\|9.33\|766836;2026-07-07\|9.92\|5.98\|9.26\|10.30\|9.20\|1025194;2026-07-08\|9.58\|-3.43\|10.02\|10.23\|9.35\|889118;2026-07-09\|9.12\|-4.80\|9.39\|9.61\|8.76\|922732;2026-07-10\|8.76\|-3.95\|8.95\|9.41\|8.76\|812948;2026-07-13\|8.21\|-6.28\|8.47\|9.03\|8.18\|475026
113435	长鑫存储过会	间接投资长江存储+智能网联+上海出租车行业原因：据界面新闻，5月21日，特斯拉官方宣布监督版FSD的最新布局，其中提到监督版FSD可以在中国使用。公司原因： 1、据2026年5月19日盘后讯，长江存储完成IPO辅导备案。大众交通参股“厦门辰途华恒一号创业投资基金”，该基金直接投资长江存储，大众交通通过该基金间接持有长江存储约0.051%股份。 2、据2025年9月19日互动易，公司与百度智行组成的联合运营体已获智能网联汽车示范运营牌照，首批5辆萝卜快跑汽车已在浦东金桥示范运营。 3、据2026年3月31日年报，公司主营城市综合交通服务，上海出租车规模行业居前，2025年营业总收入22.27亿元，控股股东为上海大众公用事业集团股份有限公司，最终控制人为职工持股会。	公司通过基金间接持有长江存储约0.051%股份	2026-03-03\|5.46\|-1.62\|5.55\|5.58\|5.44\|246227;2026-03-04\|5.41\|-0.92\|5.46\|5.47\|5.40\|132750;2026-03-05\|5.49\|1.48\|5.45\|5.51\|5.43\|143175;2026-03-06\|5.53\|0.73\|5.49\|5.53\|5.46\|111894;2026-03-09\|5.46\|-1.27\|5.48\|5.48\|5.41\|133472;2026-03-10\|5.50\|0.73\|5.48\|5.51\|5.47\|125048;2026-03-11\|5.47\|-0.55\|5.50\|5.50\|5.44\|122164;2026-03-12\|5.45\|-0.37\|5.46\|5.48\|5.43\|120509;2026-03-13\|5.44\|-0.18\|5.43\|5.49\|5.41\|136173;2026-03-16\|5.42\|-0.37\|5.42\|5.45\|5.41\|116296;2026-03-17\|5.41\|-0.18\|5.42\|5.46\|5.40\|127838;2026-03-18\|5.35\|-1.11\|5.41\|5.43\|5.32\|161415;2026-03-19\|5.22\|-2.43\|5.31\|5.34\|5.20\|173328;2026-03-20\|5.06\|-3.07\|5.23\|5.24\|5.06\|188661;2026-03-23\|4.69\|-7.31\|4.99\|4.99\|4.65\|311754;2026-03-24\|4.79\|2.13\|4.76\|4.80\|4.70\|164186;2026-03-25\|4.88\|1.88\|4.79\|4.88\|4.78\|141367;2026-03-26\|4.77\|-2.25\|4.88\|4.93\|4.75\|174867;2026-03-27\|4.77\|0.00\|4.70\|4.78\|4.68\|147915;2026-03-30\|4.76\|-0.21\|4.71\|4.78\|4.68\|134115;2026-03-31\|4.77\|0.21\|4.76\|4.86\|4.76\|152543;2026-04-01\|4.85\|1.68\|4.84\|4.86\|4.79\|156726;2026-04-02\|4.74\|-2.27\|4.85\|4.85\|4.72\|118432;2026-04-03\|4.59\|-3.16\|4.76\|4.77\|4.58\|156439;2026-04-07\|4.60\|0.22\|4.59\|4.63\|4.50\|120240;2026-04-08\|4.72\|2.61\|4.66\|4.72\|4.66\|246237;2026-04-09\|4.63\|-1.91\|4.68\|4.69\|4.61\|172357;2026-04-10\|4.72\|1.94\|4.64\|4.74\|4.64\|200622;2026-04-13\|4.70\|-0.42\|4.70\|4.71\|4.66\|104491;2026-04-14\|4.72\|0.43\|4.72\|4.72\|4.68\|110183;2026-04-15\|4.65\|-1.48\|4.75\|4.75\|4.65\|119436;2026-04-16\|4.72\|1.51\|4.67\|4.73\|4.63\|180041;2026-04-17\|4.72\|0.00\|4.71\|4.73\|4.65\|127365;2026-04-20\|4.75\|0.64\|4.70\|4.75\|4.68\|128337;2026-04-21\|4.77\|0.42\|4.74\|4.80\|4.72\|160002;2026-04-22\|4.78\|0.21\|4.75\|4.79\|4.75\|143584;2026-04-23\|4.80\|0.42\|4.76\|4.92\|4.74\|336156;2026-04-24\|4.73\|-1.46\|4.76\|4.79\|4.71\|178150;2026-04-27\|4.70\|-0.63\|4.72\|4.72\|4.62\|159545;2026-04-28\|4.63\|-1.49\|4.68\|4.71\|4.62\|173322;2026-04-29\|4.69\|1.30\|4.61\|4.70\|4.61\|147904;2026-04-30\|4.53\|-3.41\|4.64\|4.65\|4.51\|325477;2026-05-06\|4.56\|0.66\|4.52\|4.59\|4.51\|209823;2026-05-07\|4.62\|1.32\|4.57\|4.64\|4.55\|199582;2026-05-08\|4.68\|1.30\|4.62\|4.70\|4.60\|217930;2026-05-11\|4.64\|-0.85\|4.68\|4.70\|4.62\|170433;2026-05-12\|4.58\|-1.29\|4.66\|4.68\|4.56\|165952;2026-05-13\|4.64\|1.31\|4.57\|4.68\|4.54\|199635;2026-05-14\|4.51\|-2.80\|4.66\|4.67\|4.51\|230253;2026-05-15\|4.44\|-1.55\|4.51\|4.56\|4.44\|174991;2026-05-18\|4.48\|0.90\|4.41\|4.62\|4.32\|228338;2026-05-19\|4.60\|2.68\|4.46\|4.74\|4.46\|304972;2026-05-20\|5.06\|10.00\|4.76\|5.06\|4.73\|870877;2026-05-21\|5.57\|10.08\|5.11\|5.57\|5.11\|1527851;2026-05-22\|6.13\|10.05\|6.13\|6.13\|6.13\|584626;2026-05-25\|6.14\|0.16\|6.59\|6.59\|5.85\|3633090;2026-05-26\|5.54\|-9.77\|5.89\|6.27\|5.53\|2716316;2026-05-27\|5.17\|-6.68\|5.34\|5.54\|5.10\|2007546;2026-05-28\|4.84\|-6.38\|5.06\|5.13\|4.78\|1581974;2026-05-29\|4.73\|-2.27\|4.84\|5.04\|4.70\|1480865;2026-06-01\|4.77\|0.85\|4.68\|4.88\|4.61\|874046;2026-06-02\|4.55\|-4.61\|4.72\|4.72\|4.51\|920057;2026-06-03\|4.51\|-0.88\|4.51\|4.59\|4.44\|734493;2026-06-04\|4.36\|-3.33\|4.45\|4.49\|4.33\|626130;2026-06-05\|4.29\|-1.61\|4.35\|4.40\|4.21\|591708;2026-06-08\|4.07\|-5.13\|4.16\|4.25\|4.04\|581671;2026-06-09\|4.48\|10.07\|4.14\|4.48\|4.07\|845445;2026-06-10\|4.63\|3.35\|4.55\|4.76\|4.41\|1577079;2026-06-11\|4.22\|-8.86\|4.45\|4.45\|4.17\|874619;2026-06-12\|4.18\|-0.95\|4.30\|4.32\|4.17\|585736;2026-06-15\|4.27\|2.15\|4.21\|4.30\|4.20\|424517;2026-06-16\|4.36\|2.11\|4.34\|4.56\|4.34\|690724;2026-06-17\|4.49\|2.98\|4.32\|4.68\|4.21\|929765;2026-06-18\|4.33\|-3.56\|4.40\|4.41\|4.30\|499989;2026-06-22\|4.27\|-1.39\|4.33\|4.34\|4.17\|450064;2026-06-23\|4.25\|-0.47\|4.23\|4.35\|4.22\|360628;2026-06-24\|4.10\|-3.53\|4.25\|4.26\|4.08\|381529;2026-06-25\|3.90\|-4.88\|4.10\|4.11\|3.89\|473843;2026-06-26\|3.79\|-2.82\|3.87\|3.88\|3.78\|322224;2026-06-29\|3.81\|0.53\|3.76\|3.83\|3.60\|409693;2026-06-30\|3.77\|-1.05\|3.79\|3.81\|3.73\|248021;2026-07-01\|3.86\|2.39\|3.77\|3.87\|3.76\|293713;2026-07-02\|3.80\|-1.55\|3.82\|3.92\|3.78\|308774;2026-07-03\|3.86\|1.58\|3.82\|3.88\|3.79\|261695;2026-07-06\|3.74\|-3.11\|3.86\|3.88\|3.73\|267148;2026-07-07\|3.63\|-2.94\|3.72\|3.74\|3.62\|231203;2026-07-08\|3.57\|-1.65\|3.62\|3.64\|3.54\|220552;2026-07-09\|3.61\|1.12\|3.58\|3.64\|3.50\|276106;2026-07-10\|3.73\|3.32\|3.62\|3.79\|3.62\|421171;2026-07-13\|3.61\|-2.70\|3.70\|3.73\|3.60\|157773
113434	长鑫存储过会	电源管理芯片+车规芯片+收购兼并行业原因：据央视财经，有数据显示，近三个月，车规级存储芯片整体价格涨幅约在180%。公司原因： 1、据2025年11月10日机构调研，公司2025年前三季度营收19.42亿元同比增长63.01%，研发费用6.79亿元，持续投入车规及AI算力电源管理芯片，应用于通讯、汽车、计算、新能源等领域。 2、据2025年年报，公司已量产满足AEC-Q100的5~100V车规DC-DC产品矩阵及多相控制器、DrMOS，并导入了知名车厂或一级供应商的供应链体系；同时推出了多款面向智能驾驶的ASIL-D PMIC。 3、据2026年5月30日公告，公司拟向参股企业高易信杰增资3000万元，深化产业协同。	公司专注于模拟集成电路的设计研发，具备包括芯片和系统设计技术、晶圆制造工艺在内的完整核心技术架构	2026-03-03\|54.21\|-7.49\|58.37\|60.20\|53.91\|139852;2026-03-04\|52.00\|-4.08\|53.80\|54.57\|51.21\|118015;2026-03-05\|54.00\|3.85\|53.01\|54.70\|52.69\|107905;2026-03-06\|53.89\|-0.20\|53.51\|54.98\|52.84\|69365;2026-03-09\|51.21\|-4.97\|50.51\|51.70\|48.88\|139798;2026-03-10\|54.94\|7.28\|52.92\|55.58\|52.10\|119881;2026-03-11\|54.82\|-0.22\|55.00\|57.15\|54.22\|109311;2026-03-12\|53.60\|-2.23\|54.01\|56.48\|52.71\|107503;2026-03-13\|50.89\|-5.06\|53.00\|53.00\|49.26\|179148;2026-03-16\|50.96\|0.14\|50.39\|51.64\|49.00\|98164;2026-03-17\|47.66\|-6.48\|51.08\|51.59\|47.36\|113226;2026-03-18\|48.73\|2.25\|48.00\|49.19\|47.36\|66956;2026-03-19\|46.21\|-5.17\|48.00\|48.50\|45.88\|89545;2026-03-20\|45.01\|-2.60\|47.00\|47.24\|44.77\|83513;2026-03-23\|43.65\|-3.02\|44.30\|45.87\|43.00\|107729;2026-03-24\|44.35\|1.60\|44.32\|44.95\|42.51\|90874;2026-03-25\|49.85\|12.40\|45.67\|51.14\|45.67\|195501;2026-03-26\|48.33\|-3.05\|49.47\|50.40\|47.92\|99605;2026-03-27\|52.46\|8.55\|47.90\|54.40\|46.80\|207227;2026-03-30\|52.90\|0.84\|52.36\|53.46\|50.48\|136245;2026-03-31\|51.30\|-3.02\|52.90\|53.75\|51.15\|111869;2026-04-01\|53.32\|3.94\|53.50\|54.38\|51.32\|129474;2026-04-02\|51.68\|-3.08\|53.03\|53.50\|50.61\|91337;2026-04-03\|51.97\|0.56\|52.04\|52.50\|50.58\|87240;2026-04-07\|55.30\|6.41\|52.06\|56.51\|52.06\|147745;2026-04-08\|61.34\|10.92\|57.01\|61.76\|56.82\|186061;2026-04-09\|63.22\|3.06\|61.70\|64.88\|60.56\|165519;2026-04-10\|64.39\|1.85\|64.90\|67.77\|63.96\|165712;2026-04-13\|63.08\|-2.03\|64.67\|67.80\|62.88\|197375;2026-04-14\|63.63\|0.87\|63.59\|65.58\|62.70\|132704;2026-04-15\|67.55\|6.16\|64.00\|70.38\|64.00\|184014;2026-04-16\|67.73\|0.27\|67.64\|68.49\|65.64\|104949;2026-04-17\|66.70\|-1.52\|67.44\|68.30\|65.70\|114817;2026-04-20\|66.32\|-0.57\|68.40\|68.40\|65.11\|112608;2026-04-21\|65.33\|-1.49\|65.90\|66.38\|64.41\|88654;2026-04-22\|69.54\|6.44\|65.30\|71.17\|64.48\|157058;2026-04-23\|71.63\|3.01\|70.24\|73.50\|68.51\|180856;2026-04-24\|83.10\|16.01\|75.00\|84.70\|70.48\|369641;2026-04-27\|84.38\|1.54\|82.41\|85.99\|79.80\|267990;2026-04-28\|80.60\|-4.48\|83.57\|85.60\|79.68\|192629;2026-04-29\|79.53\|-1.33\|80.58\|80.59\|77.10\|161947;2026-04-30\|92.88\|16.79\|79.53\|94.98\|78.80\|307769;2026-05-06\|95.99\|3.35\|94.93\|98.91\|92.02\|313397;2026-05-07\|96.45\|0.48\|95.98\|101.01\|94.56\|219372;2026-05-08\|93.77\|-2.78\|95.00\|96.00\|93.00\|140811;2026-05-11\|104.59\|11.54\|96.80\|108.97\|96.80\|263458;2026-05-12\|110.12\|5.29\|102.44\|111.88\|102.22\|213890;2026-05-13\|109.10\|-0.93\|107.10\|110.76\|104.01\|197794;2026-05-14\|103.50\|-5.13\|110.18\|111.80\|103.50\|178479;2026-05-15\|96.36\|-6.90\|105.13\|105.48\|94.72\|347019;2026-05-18\|94.83\|-1.59\|95.52\|97.77\|92.58\|197575;2026-05-19\|101.78\|7.33\|95.29\|102.42\|92.30\|245578;2026-05-20\|101.86\|0.08\|101.00\|103.14\|98.50\|166372;2026-05-21\|95.05\|-6.69\|102.00\|103.85\|94.00\|168008;2026-05-22\|96.50\|1.53\|95.99\|98.36\|93.21\|157795;2026-05-25\|103.20\|6.94\|102.00\|106.98\|98.22\|209731;2026-05-26\|99.34\|-3.74\|103.30\|104.87\|96.06\|177138;2026-05-27\|97.74\|-1.61\|102.00\|105.00\|97.27\|166895;2026-05-28\|103.50\|5.89\|96.94\|105.44\|95.16\|180231;2026-05-29\|95.66\|-7.57\|103.41\|103.47\|94.20\|246751;2026-06-01\|88.92\|-7.05\|94.96\|97.00\|88.46\|197829;2026-06-02\|98.78\|11.09\|90.50\|101.80\|90.00\|216698;2026-06-03\|98.00\|-0.79\|99.70\|103.50\|96.18\|159274;2026-06-04\|97.60\|-0.41\|99.50\|101.12\|95.56\|137262;2026-06-05\|92.39\|-5.34\|96.16\|98.00\|91.62\|138912;2026-06-08\|86.42\|-6.46\|86.10\|91.28\|84.50\|180194;2026-06-09\|103.70\|20.00\|91.98\|103.70\|91.07\|188478;2026-06-10\|109.28\|5.38\|105.00\|113.70\|105.00\|326088;2026-06-11\|124.66\|14.07\|111.72\|129.86\|111.72\|318706;2026-06-12\|117.31\|-5.90\|126.57\|127.28\|117.00\|191479;2026-06-15\|129.90\|10.73\|122.50\|132.00\|118.60\|185877;2026-06-16\|136.52\|5.10\|133.23\|139.00\|128.37\|190554;2026-06-17\|135.40\|-0.82\|133.99\|138.99\|132.16\|133877;2026-06-18\|142.93\|5.56\|138.00\|148.24\|137.83\|151653;2026-06-22\|141.12\|-1.27\|142.96\|147.00\|137.01\|151187;2026-06-23\|137.00\|-2.92\|137.51\|141.98\|134.50\|118882;2026-06-24\|143.47\|4.72\|137.50\|147.18\|135.89\|128208;2026-06-25\|146.88\|2.38\|146.00\|148.59\|141.47\|127791;2026-06-26\|146.80\|-0.05\|145.00\|153.99\|143.13\|142970;2026-06-29\|142.56\|-2.89\|145.21\|149.89\|134.12\|138128;2026-06-30\|153.50\|7.67\|141.11\|155.60\|138.14\|133990;2026-07-01\|148.54\|-3.23\|155.99\|163.50\|147.00\|118848;2026-07-02\|144.21\|-2.92\|143.00\|157.11\|140.97\|154482;2026-07-03\|156.00\|8.18\|144.21\|163.31\|139.07\|194285;2026-07-06\|168.26\|7.86\|159.11\|171.10\|154.95\|186972;2026-07-07\|162.92\|-3.17\|163.01\|168.89\|159.00\|131552;2026-07-08\|177.00\|8.64\|168.00\|185.00\|162.92\|194370;2026-07-09\|174.23\|-1.56\|177.10\|181.25\|165.93\|172310;2026-07-10\|152.65\|-12.39\|174.00\|179.47\|152.65\|17571809;2026-07-13\|144.08\|-5.61\|151.43\|158.50\|144.00\|15283318
113433	长鑫存储过会	半导体洁净室+PCB+可转债批复行业原因：光大证券指出，一系列经济数据表明，人工智能基础设施的持续高涨，使高端算力芯片和存储芯片等算力建设硬件方面的需求成为最确定的主线。公司原因： 1、据2026年6月17日公告，公司向不特定对象发行可转换公司债券申请获得上海证券交易所上市审核委员会审核通过，拟募资用于含泰国项目在内的高科技产业专项工程。 2、据2026年5月29日机构调研，公司已陆续在泰国、越南和大陆市场承接来自PCB行业的洁净室工程订单，2025年度境外营收12.54亿元，同比增长85.11%，占总营收比例提升至41.99%。 3、据2026年6月27日异常波动公告，公司主营洁净室系统集成工程，具备半导体全产业链洁净室施工能力，服务涵盖IC制造、封测等环节，与下游头部客户建立长期合作。	公司提供英诺赛科（苏州）半导体禅额眼帘洁净室工程服务，核心技术覆盖气流管理、微分子污染控制等领域，已实现量产配套	2026-03-03\|127.44\|-10.00\|141.63\|141.66\|127.44\|40265;2026-03-04\|122.25\|-4.07\|115.22\|126.61\|115.22\|35785;2026-03-05\|112.00\|-8.38\|127.14\|127.63\|111.81\|75924;2026-03-06\|108.52\|-3.11\|113.79\|114.50\|108.28\|55640;2026-03-09\|107.60\|-0.85\|106.60\|108.25\|103.21\|38119;2026-03-10\|110.75\|2.93\|110.98\|111.97\|108.00\|38961;2026-03-11\|106.51\|-3.83\|111.00\|112.12\|105.81\|32679;2026-03-12\|104.64\|-1.76\|106.00\|107.50\|102.60\|26832;2026-03-13\|108.00\|3.21\|106.00\|111.90\|105.66\|61899;2026-03-16\|114.90\|6.39\|106.00\|116.95\|104.01\|69283;2026-03-17\|122.49\|6.61\|114.82\|126.18\|108.60\|85712;2026-03-18\|117.42\|-4.14\|116.00\|120.20\|111.59\|58222;2026-03-19\|111.24\|-5.26\|112.22\|116.20\|109.20\|37946;2026-03-20\|109.92\|-1.19\|111.20\|116.88\|109.91\|41179;2026-03-23\|104.20\|-5.20\|103.18\|109.53\|103.18\|34316;2026-03-24\|111.23\|6.75\|106.64\|112.40\|104.01\|40354;2026-03-25\|118.51\|6.54\|112.08\|122.35\|111.42\|62764;2026-03-26\|116.71\|-1.52\|118.96\|123.87\|112.50\|54767;2026-03-27\|112.72\|-3.42\|112.11\|113.80\|108.00\|31444;2026-03-30\|111.35\|-1.22\|112.72\|117.71\|110.60\|36930;2026-03-31\|104.90\|-5.79\|112.00\|113.00\|104.56\|34501;2026-04-01\|107.32\|2.31\|108.10\|111.21\|104.80\|34026;2026-04-02\|99.72\|-7.08\|107.00\|108.10\|98.88\|37847;2026-04-03\|97.76\|-1.97\|100.00\|100.30\|96.07\|26720;2026-04-07\|96.64\|-1.15\|97.77\|100.77\|96.12\|20621;2026-04-08\|102.47\|6.03\|99.52\|102.51\|99.00\|30591;2026-04-09\|107.00\|4.42\|100.57\|109.05\|99.66\|48617;2026-04-10\|106.41\|-0.55\|107.60\|109.51\|105.30\|38568;2026-04-13\|110.72\|4.05\|105.04\|113.68\|105.00\|47501;2026-04-14\|110.82\|0.09\|110.55\|114.03\|108.30\|41827;2026-04-15\|110.39\|-0.39\|109.58\|112.93\|108.58\|28556;2026-04-16\|111.08\|0.63\|109.02\|112.97\|107.43\|33147;2026-04-17\|113.50\|2.18\|112.30\|114.51\|107.80\|38326;2026-04-20\|110.92\|-2.27\|111.90\|114.48\|109.69\|26711;2026-04-21\|108.18\|-2.47\|110.89\|116.66\|108.00\|36029;2026-04-22\|108.65\|0.43\|108.01\|111.48\|107.05\|34182;2026-04-23\|104.57\|-3.76\|107.84\|109.66\|103.03\|28306;2026-04-24\|104.18\|-0.37\|103.00\|108.00\|103.00\|19074;2026-04-27\|102.85\|-1.28\|105.05\|105.10\|101.51\|19557;2026-04-28\|99.76\|-3.00\|102.58\|102.98\|99.12\|20525;2026-04-29\|100.15\|0.39\|99.69\|101.24\|98.26\|17463;2026-04-30\|98.00\|-2.15\|99.00\|100.00\|97.18\|19154;2026-05-06\|101.00\|3.06\|99.36\|104.26\|99.00\|29964;2026-05-07\|103.88\|2.85\|101.02\|105.00\|99.69\|34952;2026-05-08\|102.85\|-0.99\|102.11\|104.97\|101.00\|20673;2026-05-11\|106.20\|3.26\|104.00\|108.78\|103.68\|32830;2026-05-12\|102.99\|-3.02\|106.00\|106.95\|101.30\|29417;2026-05-13\|104.41\|1.38\|102.60\|106.29\|100.90\|23083;2026-05-14\|106.79\|2.28\|104.40\|109.63\|101.62\|39472;2026-05-15\|110.75\|3.71\|105.97\|114.99\|105.50\|60045;2026-05-18\|110.98\|0.21\|110.85\|113.98\|108.30\|49849;2026-05-19\|122.08\|10.00\|115.00\|122.08\|107.00\|52947;2026-05-20\|128.21\|5.02\|123.50\|133.95\|120.09\|66562;2026-05-21\|115.39\|-10.00\|124.50\|126.58\|115.39\|51684;2026-05-22\|112.82\|-2.23\|115.30\|116.55\|107.10\|42366;2026-05-25\|109.68\|-2.78\|113.04\|114.05\|108.00\|31840;2026-05-26\|104.20\|-5.00\|108.18\|108.40\|100.03\|38223;2026-05-27\|112.38\|7.85\|104.21\|114.49\|104.03\|46211;2026-05-28\|112.45\|0.06\|111.15\|114.38\|110.17\|30376;2026-05-29\|103.66\|-7.82\|113.85\|114.00\|103.25\|33138;2026-06-01\|101.64\|-1.95\|102.35\|106.23\|101.06\|19504;2026-06-02\|98.97\|-2.63\|100.51\|102.60\|96.10\|24939;2026-06-03\|97.19\|-1.80\|98.98\|100.46\|96.50\|29047;2026-06-04\|100.10\|2.99\|96.72\|101.20\|94.00\|24874;2026-06-05\|101.02\|0.92\|100.29\|104.61\|98.01\|28523;2026-06-08\|96.85\|-4.13\|93.00\|103.00\|93.00\|20403;2026-06-09\|106.54\|10.01\|97.58\|106.54\|97.58\|20786;2026-06-10\|106.12\|-0.39\|108.70\|115.70\|106.00\|70031;2026-06-11\|115.03\|8.40\|104.85\|115.06\|103.69\|66540;2026-06-12\|113.27\|-0.97\|115.99\|118.50\|111.01\|56969;2026-06-15\|111.88\|-1.23\|112.00\|113.17\|106.90\|42303;2026-06-16\|115.18\|2.95\|111.00\|115.32\|107.76\|49512;2026-06-17\|120.16\|4.32\|111.72\|123.22\|110.00\|57302;2026-06-18\|112.84\|-6.09\|117.00\|119.88\|110.56\|42622;2026-06-22\|110.19\|-2.35\|112.84\|114.01\|106.77\|35107;2026-06-23\|110.45\|0.24\|108.00\|114.00\|106.40\|29196;2026-06-24\|117.60\|6.47\|112.30\|120.60\|111.39\|55201;2026-06-25\|123.25\|4.80\|122.00\|129.33\|120.53\|62976;2026-06-26\|135.58\|10.00\|123.21\|135.58\|120.55\|36841;2026-06-29\|149.14\|10.00\|140.30\|149.14\|134.97\|85054;2026-06-30\|146.50\|-1.77\|153.00\|157.00\|142.50\|77525;2026-07-01\|144.00\|-1.71\|148.00\|149.35\|141.57\|55752;2026-07-02\|129.60\|-10.00\|135.00\|143.75\|129.60\|53580;2026-07-03\|125.40\|-3.24\|129.60\|130.70\|124.00\|40506;2026-07-06\|119.12\|-5.01\|127.35\|127.49\|116.00\|28949;2026-07-07\|115.56\|-2.99\|118.00\|119.92\|114.05\|29214;2026-07-08\|113.60\|-1.70\|115.77\|119.23\|109.20\|30607;2026-07-09\|113.61\|0.01\|114.47\|117.39\|109.40\|31489;2026-07-10\|114.99\|1.21\|115.99\|122.16\|113.87\|61828;2026-07-13\|114.50\|-0.43\|110.01\|118.10\|110.00\|26559
113432	长鑫存储过会	安全芯片+卫星通信+央企行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，30只成份股全线上涨，英特尔、美光科技等大幅走高，提振A股半导体板块情绪。 2、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年4月23日年报，公司是国内最早从事安全芯片设计的企业之一，二代身份证芯片、社保卡芯片、金融支付芯片等产品已广泛应用，与金融、社保、政府等行业客户形成良好合作关系。 2、据2026年5月25日投资者关系活动记录表，公司将持续聚焦专用卫星通信等方向，推进“低轨+5G+自组网”空天地一体化能力提升；据2025年9月23日业绩说明会，公司前瞻布局低轨卫星通信领域，产品涵盖终端设备、相控阵天线、安全芯片等，成功切入卫星通信市场。 3、据2026年4月23日年报，公司控股股东为中国信息通信科技集团有限公司，最终控制人为国务院国有资产监督管理委员会。	1、中国信息通信科技集团旗下，聚焦集成电路设计和特种通信领域；公司是国内最早从事安全芯片设计的企业之一，二代身份证芯片、社保卡芯片、金融支付芯片等产品已广泛应用，与金融、社保、政府等行业客户形成良好合作关系； 2、公司已布局低轨卫星通信领域，产品包括卫星通信终端、相控阵天线，成功进入卫星通信市场	2026-03-03\|8.90\|-8.34\|9.64\|9.70\|8.85\|448424;2026-03-04\|8.90\|0.00\|8.81\|9.05\|8.75\|224139;2026-03-05\|9.16\|2.92\|9.06\|9.27\|9.05\|225903;2026-03-06\|9.14\|-0.22\|9.11\|9.22\|9.08\|131079;2026-03-09\|9.10\|-0.44\|9.00\|9.15\|8.82\|219715;2026-03-10\|9.23\|1.43\|9.21\|9.27\|9.12\|150588;2026-03-11\|9.14\|-0.98\|9.23\|9.48\|9.12\|236909;2026-03-12\|8.97\|-1.86\|9.07\|9.18\|8.92\|174607;2026-03-13\|8.78\|-2.12\|8.96\|8.97\|8.77\|167415;2026-03-16\|8.85\|0.80\|8.78\|8.85\|8.66\|138437;2026-03-17\|8.65\|-2.26\|8.88\|8.91\|8.61\|132147;2026-03-18\|8.72\|0.81\|8.64\|8.73\|8.50\|152565;2026-03-19\|8.55\|-1.95\|8.60\|8.69\|8.52\|122661;2026-03-20\|8.28\|-3.16\|8.53\|8.69\|8.28\|161136;2026-03-23\|7.83\|-5.43\|8.10\|8.23\|7.77\|242462;2026-03-24\|8.15\|4.09\|7.97\|8.17\|7.91\|199471;2026-03-25\|8.25\|1.23\|8.18\|8.30\|8.17\|155118;2026-03-26\|8.05\|-2.42\|8.25\|8.29\|8.04\|119722;2026-03-27\|8.22\|2.11\|7.97\|8.39\|7.95\|187450;2026-03-30\|8.27\|0.61\|8.10\|8.28\|8.07\|125871;2026-03-31\|8.23\|-0.48\|8.27\|8.41\|8.23\|129967;2026-04-01\|8.29\|0.73\|8.38\|8.42\|8.23\|110712;2026-04-02\|8.15\|-1.69\|8.23\|8.32\|8.06\|94014;2026-04-03\|8.06\|-1.10\|8.16\|8.24\|8.02\|96013;2026-04-07\|8.23\|2.11\|8.06\|8.27\|8.05\|121652;2026-04-08\|8.45\|2.67\|8.37\|8.45\|8.33\|160928;2026-04-09\|8.38\|-0.83\|8.40\|8.40\|8.32\|114344;2026-04-10\|8.35\|-0.36\|8.40\|8.50\|8.34\|125488;2026-04-13\|8.32\|-0.36\|8.29\|8.34\|8.25\|86252;2026-04-14\|8.42\|1.20\|8.40\|8.45\|8.33\|115434;2026-04-15\|8.28\|-1.66\|8.48\|8.50\|8.26\|116194;2026-04-16\|8.47\|2.29\|8.26\|8.53\|8.26\|163966;2026-04-17\|8.50\|0.35\|8.45\|8.54\|8.42\|124957;2026-04-20\|8.61\|1.29\|8.45\|8.63\|8.45\|132555;2026-04-21\|8.41\|-2.32\|8.55\|8.56\|8.34\|170501;2026-04-22\|8.48\|0.83\|8.35\|8.52\|8.35\|134666;2026-04-23\|8.12\|-4.25\|8.40\|8.47\|8.09\|264724;2026-04-24\|8.15\|0.37\|8.08\|8.26\|8.05\|171908;2026-04-27\|8.24\|1.10\|8.06\|8.26\|7.98\|173745;2026-04-28\|7.94\|-3.64\|8.10\|8.17\|7.89\|225621;2026-04-29\|8.47\|6.68\|7.88\|8.70\|7.87\|479136;2026-04-30\|8.40\|-0.83\|8.28\|8.48\|8.21\|332948;2026-05-06\|8.56\|1.90\|8.67\|8.67\|8.50\|340667;2026-05-07\|8.69\|1.52\|8.57\|8.75\|8.55\|248020;2026-05-08\|8.84\|1.73\|8.68\|8.85\|8.55\|263087;2026-05-11\|9.72\|9.95\|8.91\|9.72\|8.91\|670520;2026-05-12\|10.10\|3.91\|10.09\|10.69\|9.98\|2102738;2026-05-13\|10.16\|0.59\|9.76\|10.36\|9.75\|1480631;2026-05-14\|9.50\|-6.50\|10.11\|10.21\|9.49\|1044020;2026-05-15\|9.31\|-2.00\|9.37\|9.92\|9.21\|771263;2026-05-18\|9.29\|-0.21\|9.24\|9.54\|9.13\|517788;2026-05-19\|9.37\|0.86\|9.29\|9.62\|9.08\|549553;2026-05-20\|9.11\|-2.77\|9.20\|9.34\|9.06\|433765;2026-05-21\|8.64\|-5.16\|9.15\|9.28\|8.61\|618447;2026-05-22\|8.78\|1.62\|8.67\|8.82\|8.61\|369524;2026-05-25\|8.95\|1.94\|8.82\|8.98\|8.78\|358314;2026-05-26\|8.56\|-4.36\|8.89\|8.89\|8.41\|357957;2026-05-27\|8.22\|-3.97\|8.52\|8.57\|8.16\|296405;2026-05-28\|8.37\|1.82\|8.22\|8.45\|8.06\|294278;2026-05-29\|8.00\|-4.42\|8.37\|8.38\|7.95\|321069;2026-06-01\|8.05\|0.62\|8.00\|8.20\|7.92\|223855;2026-06-02\|8.05\|0.00\|8.07\|8.25\|7.81\|322640;2026-06-03\|8.86\|10.06\|8.17\|8.86\|8.14\|319776;2026-06-04\|9.25\|4.40\|8.87\|9.25\|8.84\|1129465;2026-06-05\|8.97\|-3.03\|8.94\|9.20\|8.71\|693088;2026-06-08\|8.49\|-5.35\|8.61\|8.94\|8.36\|537774;2026-06-09\|9.34\|10.01\|8.54\|9.34\|8.50\|269843;2026-06-10\|9.30\|-0.43\|9.67\|9.70\|9.22\|991793;2026-06-11\|9.41\|1.18\|9.16\|9.61\|9.07\|782339;2026-06-12\|9.19\|-2.34\|9.53\|9.60\|9.15\|608623;2026-06-15\|9.37\|1.96\|9.11\|9.46\|9.01\|593097;2026-06-16\|9.63\|2.77\|9.30\|10.01\|9.15\|773546;2026-06-17\|9.26\|-3.84\|9.38\|9.39\|9.20\|529155;2026-06-18\|9.01\|-2.70\|9.10\|9.35\|8.91\|438000;2026-06-22\|9.08\|0.78\|8.80\|9.10\|8.56\|517818;2026-06-23\|9.31\|2.53\|8.98\|9.58\|8.88\|562223;2026-06-24\|9.08\|-2.47\|9.19\|9.48\|8.90\|421257;2026-06-25\|9.57\|5.40\|9.08\|9.58\|9.00\|750182;2026-06-26\|9.75\|1.88\|9.45\|9.80\|9.31\|812922;2026-06-29\|9.24\|-5.23\|9.63\|9.77\|8.99\|609982;2026-06-30\|9.65\|4.44\|9.08\|9.70\|8.80\|647008;2026-07-01\|9.66\|0.10\|9.53\|9.86\|9.48\|628603;2026-07-02\|9.44\|-2.28\|9.37\|9.93\|9.20\|609643;2026-07-03\|9.07\|-3.92\|9.35\|9.66\|9.07\|548107;2026-07-06\|8.38\|-7.61\|9.00\|9.07\|8.37\|505593;2026-07-07\|8.48\|1.19\|8.30\|8.53\|8.18\|280583;2026-07-08\|8.10\|-4.48\|8.40\|8.42\|8.04\|287066;2026-07-09\|8.45\|4.32\|8.20\|8.47\|8.00\|315638;2026-07-10\|8.40\|-0.59\|8.38\|8.75\|8.33\|359544;2026-07-13\|8.19\|-2.50\|8.41\|8.48\|8.14\|162627
113431	长鑫存储过会	半导体超纯水膜+盐湖提锂+膜材料+央企行业原因：据上证报6月9日报道，智利5月碳酸锂出口至中国的数量环比大幅减少40.8%，超出市场预期。储能产业是当前碳酸锂市场最大看点，也是拉动碳酸锂需求增长的核心引擎。公司原因： 1、据2026年6月1日及6月5日投资者关系活动记录表，公司超纯水系列膜产品已应用于半导体芯片等高端制造领域，正积极推进进口替代，产品性能取得显著进步并已实现应用。 2、据2026年4月8日公告，2026年1-3月新签膜分离工程业务合同中，盐湖提锂领域合同金额为954.89万元；据2026年5月11日投资者关系活动记录表，公司在盐湖提锂方面具备特色工艺解决方案，材料和工程端均有实质性业务落地。 3、据2025年年报，公司是国内反渗透膜及纳滤膜龙头，产品覆盖海水淡化、工业超纯水、新能源浓缩分离等场景，销售规模连续多年居国产品牌首位。 4、公司控股股东为中车产业投资有限公司，实际控制人为国务院国有资产监督管理委员会。	1、公司膜产品在盐湖提锂领域已实现了成熟的应用，并承接了多个液体物料浓缩分离纯化的工程项目； 2、公司超纯水系列膜产品已在多家半导体企业实现稳定应用。	2026-03-03\|12.68\|-3.50\|13.14\|13.30\|12.65\|70580;2026-03-04\|12.39\|-2.29\|12.64\|12.75\|12.33\|57794;2026-03-05\|13.63\|10.01\|12.70\|13.63\|12.67\|129237;2026-03-06\|13.69\|0.44\|13.50\|13.81\|13.10\|251870;2026-03-09\|14.39\|5.11\|13.99\|14.93\|13.92\|382812;2026-03-10\|13.95\|-3.06\|14.14\|14.30\|13.80\|226305;2026-03-11\|14.50\|3.94\|14.06\|14.50\|14.01\|281675;2026-03-12\|14.07\|-2.97\|14.38\|14.38\|13.84\|220262;2026-03-13\|13.97\|-0.71\|13.90\|14.19\|13.85\|131971;2026-03-16\|13.59\|-2.72\|13.85\|13.96\|13.49\|137310;2026-03-17\|13.55\|-0.29\|13.76\|14.25\|13.55\|111191;2026-03-18\|13.59\|0.30\|13.60\|13.65\|13.35\|81803;2026-03-19\|13.00\|-4.34\|13.46\|13.58\|12.94\|104595;2026-03-20\|12.53\|-3.62\|13.06\|13.13\|12.50\|91870;2026-03-23\|12.09\|-3.51\|12.27\|12.52\|11.80\|112796;2026-03-24\|12.36\|2.23\|12.31\|12.48\|11.99\|82867;2026-03-25\|11.97\|-3.16\|12.27\|12.34\|11.81\|191327;2026-03-26\|11.37\|-5.01\|11.87\|11.88\|11.31\|149447;2026-03-27\|11.45\|0.70\|11.20\|11.50\|11.14\|77309;2026-03-30\|11.33\|-1.05\|11.26\|11.48\|11.18\|77540;2026-03-31\|11.45\|1.06\|11.51\|11.99\|11.39\|154412;2026-04-01\|11.51\|0.52\|11.61\|11.69\|11.38\|77954;2026-04-02\|11.20\|-2.69\|11.42\|11.58\|11.11\|73283;2026-04-03\|10.81\|-3.48\|11.22\|11.27\|10.80\|85382;2026-04-07\|11.15\|3.15\|10.81\|11.20\|10.80\|62787;2026-04-08\|11.62\|4.22\|11.36\|11.79\|11.36\|85809;2026-04-09\|11.48\|-1.20\|11.49\|11.65\|11.45\|50483;2026-04-10\|11.70\|1.92\|11.60\|11.78\|11.56\|62098;2026-04-13\|11.89\|1.62\|11.63\|11.91\|11.63\|66320;2026-04-14\|11.99\|0.84\|11.92\|12.05\|11.85\|50028;2026-04-15\|11.77\|-1.83\|11.99\|12.02\|11.72\|46988;2026-04-16\|11.81\|0.34\|11.76\|11.83\|11.70\|33134;2026-04-17\|11.95\|1.19\|11.78\|11.95\|11.71\|40107;2026-04-20\|12.05\|0.84\|11.97\|12.21\|11.90\|45862;2026-04-21\|12.01\|-0.33\|12.01\|12.10\|11.83\|35415;2026-04-22\|12.00\|-0.08\|11.90\|12.08\|11.90\|43148;2026-04-23\|11.54\|-3.83\|11.95\|11.97\|11.47\|76755;2026-04-24\|11.59\|0.43\|11.51\|11.64\|11.33\|46538;2026-04-27\|11.71\|1.04\|11.63\|11.72\|11.41\|49303;2026-04-28\|11.62\|-0.77\|11.64\|11.72\|11.53\|37653;2026-04-29\|11.80\|1.55\|11.54\|11.84\|11.51\|43196;2026-04-30\|11.52\|-2.37\|11.85\|11.86\|11.49\|54109;2026-05-06\|11.76\|2.08\|11.62\|11.80\|11.53\|59211;2026-05-07\|11.73\|-0.26\|11.77\|11.87\|11.60\|52095;2026-05-08\|11.88\|1.28\|11.65\|11.94\|11.64\|49038;2026-05-11\|11.98\|0.84\|11.92\|11.99\|11.81\|61808;2026-05-12\|11.45\|-4.42\|11.98\|11.99\|11.40\|88235;2026-05-13\|11.65\|1.75\|11.45\|11.70\|11.38\|58534;2026-05-14\|11.46\|-1.63\|11.65\|11.70\|11.46\|50508;2026-05-15\|11.23\|-2.01\|11.52\|11.55\|11.15\|63139;2026-05-18\|11.07\|-1.42\|11.21\|11.21\|10.98\|50080;2026-05-19\|11.14\|0.63\|11.10\|11.15\|10.95\|41185;2026-05-20\|11.02\|-1.08\|11.08\|11.16\|10.92\|36287;2026-05-21\|10.76\|-2.36\|11.01\|11.23\|10.73\|52865;2026-05-22\|11.30\|5.02\|10.84\|11.34\|10.68\|60807;2026-05-25\|11.69\|3.45\|11.90\|12.15\|11.40\|177377;2026-05-26\|11.78\|0.77\|11.90\|12.60\|11.60\|148111;2026-05-27\|11.71\|-0.59\|11.79\|11.94\|11.55\|121872;2026-05-28\|12.88\|9.99\|11.79\|12.88\|11.70\|172124;2026-05-29\|12.85\|-0.23\|13.07\|14.10\|12.80\|419040;2026-06-01\|12.26\|-4.59\|12.78\|13.10\|12.26\|243526;2026-06-02\|12.28\|0.16\|12.53\|12.80\|12.01\|179113;2026-06-03\|12.33\|0.41\|12.28\|12.63\|12.15\|166030;2026-06-04\|12.42\|0.73\|12.03\|12.69\|11.89\|167378;2026-06-05\|12.36\|-0.48\|12.30\|12.76\|12.29\|169570;2026-06-08\|11.80\|-4.53\|11.88\|12.49\|11.62\|149830;2026-06-09\|12.98\|10.00\|12.05\|12.98\|12.02\|117654;2026-06-10\|13.82\|6.47\|12.93\|13.88\|12.64\|416763;2026-06-11\|13.58\|-1.74\|13.35\|13.62\|12.90\|272085;2026-06-12\|14.40\|6.04\|13.45\|14.40\|13.45\|365647;2026-06-15\|14.29\|-0.76\|14.12\|14.59\|13.83\|336315;2026-06-16\|14.35\|1.56\|13.93\|14.92\|13.50\|374672;2026-06-17\|15.04\|4.81\|14.00\|15.39\|13.89\|333788;2026-06-18\|15.01\|-0.20\|14.77\|15.22\|14.50\|265450;2026-06-22\|14.11\|-6.00\|14.79\|14.86\|13.51\|377377;2026-06-23\|14.01\|-0.71\|14.04\|14.34\|13.63\|241520;2026-06-24\|13.69\|-2.28\|13.60\|14.06\|13.30\|195220;2026-06-25\|13.40\|-2.12\|13.62\|13.88\|13.16\|194600;2026-06-26\|14.27\|6.49\|13.35\|14.74\|13.27\|334239;2026-06-29\|15.70\|10.02\|14.56\|15.70\|14.34\|198688;2026-06-30\|16.46\|4.84\|15.85\|16.60\|15.20\|494412;2026-07-01\|15.29\|-7.11\|15.99\|16.16\|15.12\|354444;2026-07-02\|14.87\|-2.75\|14.79\|15.36\|14.01\|251525;2026-07-03\|13.40\|-9.89\|14.65\|14.80\|13.38\|331710;2026-07-06\|12.21\|-8.88\|13.27\|13.29\|12.15\|270629;2026-07-07\|11.94\|-2.21\|12.23\|12.38\|11.90\|155211;2026-07-08\|11.35\|-4.94\|11.99\|12.06\|11.34\|140187;2026-07-09\|11.59\|2.11\|11.40\|11.65\|11.18\|151512;2026-07-10\|12.75\|10.01\|11.97\|12.75\|11.97\|141482;2026-07-13\|14.03\|10.04\|12.74\|14.03\|12.68\|432380
113430	长鑫存储过会	重大资产重组+存储芯片+电子元器件分销行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年6月9日公告，公司披露重组报告书草案，拟以发行股份及支付现金方式购买上海肖克利100%股份，交易作价8.97亿元，扩大电子元器件分销业务规模。 2、据2026年3月31日年报，公司依托2024年底获取的长江存储代理权，重点加大存储芯片供应体量，综合类芯片和存储芯片已成为分销业务营收增长的重要驱动力；据2026年5月27日互动易，公司确认已取得长江存储代理资质。 3、据2026年3月31日年报，公司主营业务为电子元器件分销和集成电路芯片的研发、设计和销售，产品覆盖射频芯片、存储芯片、被动元件等，应用领域包括手机、智能设备等。	公司依托2024年底取得的长江存储代理权，2025年存储芯片及综合类芯片分销收入同比增16.17%，成为分销业务核心驱动力	2026-03-03\|7.68\|-6.46\|8.21\|8.25\|7.67\|481872;2026-03-04\|7.74\|0.78\|7.54\|7.86\|7.51\|290964;2026-03-05\|8.07\|4.26\|7.89\|8.47\|7.89\|553151;2026-03-06\|8.11\|0.50\|7.96\|8.12\|7.90\|269286;2026-03-09\|8.07\|-0.49\|7.93\|8.10\|7.80\|273988;2026-03-10\|8.22\|1.86\|8.15\|8.28\|8.13\|248149;2026-03-11\|8.06\|-1.95\|8.22\|8.22\|8.04\|236132;2026-03-12\|7.95\|-1.36\|8.03\|8.11\|7.90\|176776;2026-03-13\|7.86\|-1.13\|7.89\|8.05\|7.85\|159415;2026-03-16\|8.17\|3.94\|7.87\|8.17\|7.84\|374434;2026-03-17\|7.98\|-2.33\|8.22\|8.22\|7.95\|281041;2026-03-18\|8.30\|4.01\|8.04\|8.30\|8.01\|495624;2026-03-19\|8.03\|-3.25\|8.17\|8.20\|8.00\|386778;2026-03-20\|8.83\|9.96\|8.05\|8.83\|7.91\|1990845;2026-03-23\|8.44\|-4.42\|8.37\|8.63\|8.31\|1313250;2026-03-24\|8.78\|4.03\|8.56\|8.79\|8.45\|1247159;2026-03-25\|8.84\|0.68\|8.72\|9.00\|8.64\|1254454;2026-03-26\|9.24\|4.52\|8.67\|9.69\|8.56\|1642959;2026-03-27\|8.98\|-2.81\|8.90\|9.05\|8.71\|1083897;2026-03-30\|8.81\|-1.89\|8.75\|8.99\|8.36\|944302;2026-03-31\|8.76\|-0.57\|8.65\|9.06\|8.44\|933960;2026-04-01\|8.64\|-1.37\|8.98\|9.03\|8.57\|796589;2026-04-02\|7.80\|-9.72\|8.52\|8.55\|7.78\|1028217;2026-04-03\|7.11\|-8.85\|7.77\|7.81\|7.11\|780767;2026-04-07\|7.39\|3.94\|7.08\|7.70\|7.02\|535933;2026-04-08\|7.63\|3.25\|7.52\|7.65\|7.39\|584649;2026-04-09\|7.41\|-2.88\|7.50\|7.52\|7.35\|451376;2026-04-10\|8.15\|9.99\|7.48\|8.15\|7.48\|792665;2026-04-13\|8.21\|0.74\|8.09\|8.30\|7.98\|1167351;2026-04-14\|8.33\|1.46\|8.23\|8.43\|8.20\|871848;2026-04-15\|8.00\|-3.96\|8.34\|8.36\|7.97\|703753;2026-04-16\|8.12\|1.50\|8.06\|8.14\|7.88\|471826;2026-04-17\|8.07\|-0.62\|8.12\|8.17\|8.02\|339692;2026-04-20\|8.05\|-0.25\|8.09\|8.12\|8.03\|370883;2026-04-21\|7.81\|-2.98\|7.97\|7.98\|7.69\|465939;2026-04-22\|7.85\|0.51\|7.81\|7.86\|7.70\|304692;2026-04-23\|7.53\|-4.08\|7.95\|7.98\|7.50\|408284;2026-04-24\|7.50\|-0.40\|7.56\|7.66\|7.40\|274051;2026-04-27\|7.64\|1.87\|7.50\|7.65\|7.50\|330782;2026-04-28\|7.34\|-3.93\|7.57\|7.58\|7.32\|311219;2026-04-29\|7.40\|0.82\|7.29\|7.46\|7.28\|238173;2026-04-30\|7.57\|2.30\|7.50\|7.63\|7.38\|343970;2026-05-06\|7.79\|2.91\|7.80\|7.94\|7.76\|498122;2026-05-07\|8.20\|5.26\|7.95\|8.51\|7.80\|878888;2026-05-08\|8.06\|-1.71\|8.01\|8.09\|7.91\|531675;2026-05-11\|8.19\|1.61\|8.22\|8.29\|8.13\|580182;2026-05-12\|8.03\|-1.95\|8.17\|8.17\|7.96\|419133;2026-05-13\|8.26\|2.86\|7.91\|8.28\|7.84\|555970;2026-05-14\|8.27\|0.12\|8.28\|8.60\|8.04\|823415;2026-05-15\|8.20\|-0.85\|8.17\|8.40\|8.11\|560723;2026-05-18\|8.19\|-0.12\|8.15\|8.37\|8.05\|423890;2026-05-19\|8.34\|1.83\|8.19\|8.35\|8.02\|470948;2026-05-20\|8.73\|4.68\|8.39\|8.82\|8.36\|1046920;2026-05-21\|8.09\|-7.33\|8.68\|8.68\|8.08\|835440;2026-05-22\|8.90\|10.01\|8.09\|8.90\|8.01\|1339650;2026-05-25\|9.25\|3.93\|9.11\|9.79\|9.01\|1865796;2026-05-26\|9.95\|7.57\|9.24\|10.18\|8.98\|1776755;2026-05-27\|9.16\|-7.94\|9.72\|9.72\|9.15\|1335026;2026-05-28\|9.67\|5.57\|9.16\|9.88\|8.92\|1186223;2026-05-29\|8.70\|-10.03\|9.50\|9.50\|8.70\|1016707;2026-06-01\|8.50\|-2.30\|8.48\|8.84\|8.40\|622034;2026-06-02\|8.70\|2.35\|8.48\|8.83\|8.24\|712247;2026-06-03\|8.79\|1.03\|8.61\|8.95\|8.56\|804404;2026-06-04\|9.67\|10.01\|8.52\|9.67\|8.46\|991182;2026-06-05\|9.42\|-2.59\|9.63\|9.85\|9.35\|1398299;2026-06-08\|9.13\|-3.08\|9.12\|9.57\|8.94\|892157;2026-06-09\|10.04\|9.97\|9.78\|10.04\|9.09\|1821016;2026-06-10\|9.69\|-3.49\|10.18\|10.37\|9.61\|1543199;2026-06-11\|9.42\|-2.79\|9.55\|9.79\|9.22\|983648;2026-06-12\|8.63\|-8.39\|9.62\|9.75\|8.55\|1370879;2026-06-15\|9.04\|4.75\|8.76\|9.28\|8.73\|1070985;2026-06-16\|9.15\|1.22\|9.05\|9.27\|8.70\|1036092;2026-06-17\|9.21\|0.66\|8.92\|9.32\|8.89\|971299;2026-06-18\|8.79\|-4.56\|9.15\|9.69\|8.70\|1135462;2026-06-22\|8.08\|-8.08\|8.80\|8.91\|7.91\|1154572;2026-06-23\|8.01\|-0.87\|7.90\|8.23\|7.71\|666306;2026-06-24\|7.77\|-3.00\|7.89\|7.96\|7.50\|619050;2026-06-25\|8.14\|4.76\|7.95\|8.22\|7.60\|781030;2026-06-26\|7.60\|-6.63\|7.90\|7.90\|7.60\|567692;2026-06-29\|7.12\|-6.32\|7.60\|7.62\|7.07\|558273;2026-06-30\|7.59\|6.60\|7.12\|7.67\|7.06\|657715;2026-07-01\|7.54\|-0.66\|7.62\|7.66\|7.36\|514003;2026-07-02\|7.36\|-2.39\|7.42\|7.69\|7.22\|463680;2026-07-03\|7.35\|-0.14\|7.35\|7.48\|7.21\|356536;2026-07-06\|7.23\|-1.63\|7.43\|7.49\|7.22\|337148;2026-07-07\|7.07\|-2.21\|7.16\|7.23\|7.03\|324607;2026-07-08\|6.67\|-5.66\|7.03\|7.07\|6.62\|398372;2026-07-09\|7.01\|5.10\|6.75\|7.05\|6.61\|419362;2026-07-10\|7.11\|1.43\|6.95\|7.34\|6.91\|461600;2026-07-13\|6.64\|-6.61\|6.98\|7.03\|6.62\|248543
113429	长鑫存储过会	硅片订单饱满+VCSEL芯片+12英寸硅片+光通信行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，30只成份股全线上涨，英特尔、美光科技等大幅走高，提振A股半导体板块情绪。 2、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年6月1日投资者关系活动记录表，公司当前硅片业务订单饱满，重掺杂硅外延片满产满销，8-12英寸低电阻率硅外延片因产能有限已出现交期延长；嘉兴金瑞泓12英寸轻掺抛光片月产能15万片已投产，整体行业供需偏紧张。 2、据2026年5月18日及2025年年报，公司VCSEL芯片技术居全球第一梯队，是全球唯二、中国大陆独家稳定量产二维可寻址VCSEL芯片的厂商，已赋能车载激光雷达并规模出货，预计2026年出货量进一步快速增长；据2024年11月7日互动易，该芯片可用于光通信。 3、据2026年一季报及业绩说明会，公司2026年一季度归母净利润722.46万元，同比扭亏为盈；12英寸硅片收入同比增长88.12%，其中12英寸硅外延片收入同比增长160.42%。	从硅片到芯片的一站式制造平台；公司主营业务主要分三大板块，分别是半导体硅片、半导体功率器件芯片、化合物半导体射频芯片；主要产品包括6-12英寸半导体硅抛光片和硅外延片等	2026-03-03\|36.86\|-8.90\|40.46\|40.89\|36.81\|310267;2026-03-04\|37.13\|0.73\|35.90\|38.09\|35.87\|192950;2026-03-05\|37.55\|1.13\|37.99\|38.60\|37.20\|152728;2026-03-06\|37.50\|-0.13\|37.20\|37.89\|37.04\|116876;2026-03-09\|37.26\|-0.64\|36.43\|37.46\|35.60\|155308;2026-03-10\|37.97\|1.91\|37.80\|38.20\|37.31\|125783;2026-03-11\|37.45\|-1.37\|38.00\|38.23\|37.10\|110873;2026-03-12\|36.90\|-1.47\|37.20\|37.61\|36.60\|96255;2026-03-13\|36.46\|-1.19\|36.42\|37.33\|36.37\|82768;2026-03-16\|37.45\|2.72\|36.60\|37.48\|35.88\|143402;2026-03-17\|36.17\|-3.42\|37.70\|37.71\|36.13\|125163;2026-03-18\|36.73\|1.55\|36.27\|36.80\|35.81\|108939;2026-03-19\|35.60\|-3.08\|36.00\|36.24\|35.40\|128948;2026-03-20\|34.64\|-2.70\|35.91\|36.08\|34.60\|125307;2026-03-23\|33.12\|-4.39\|33.95\|34.75\|32.85\|177198;2026-03-24\|33.57\|1.36\|33.78\|33.98\|32.32\|126971;2026-03-25\|33.62\|0.15\|33.83\|34.31\|33.43\|121040;2026-03-26\|33.17\|-1.34\|33.62\|34.00\|33.05\|101734;2026-03-27\|33.43\|0.78\|32.50\|33.65\|32.44\|97917;2026-03-30\|33.51\|0.24\|32.76\|33.66\|32.55\|88737;2026-03-31\|32.57\|-2.81\|33.35\|33.65\|32.52\|88813;2026-04-01\|33.37\|2.46\|33.51\|33.52\|32.92\|97021;2026-04-02\|32.20\|-3.51\|33.08\|33.29\|32.00\|96897;2026-04-03\|32.44\|0.75\|32.58\|32.84\|32.28\|82191;2026-04-07\|32.35\|-0.28\|32.61\|32.92\|32.28\|79467;2026-04-08\|35.05\|8.35\|33.21\|35.07\|33.21\|172093;2026-04-09\|35.24\|0.54\|34.35\|35.87\|34.21\|188848;2026-04-10\|35.50\|0.74\|35.60\|36.30\|35.50\|165452;2026-04-13\|35.68\|0.51\|35.08\|36.42\|35.02\|126543;2026-04-14\|36.25\|1.60\|36.11\|36.54\|35.88\|125772;2026-04-15\|35.46\|-2.18\|36.25\|36.69\|35.41\|151369;2026-04-16\|35.85\|1.10\|35.63\|36.00\|35.41\|114987;2026-04-17\|36.60\|2.09\|35.76\|36.99\|35.61\|147326;2026-04-20\|39.01\|6.58\|36.58\|39.14\|36.35\|300869;2026-04-21\|38.79\|-0.56\|38.88\|38.98\|37.94\|188008;2026-04-22\|39.67\|2.27\|38.43\|39.89\|38.31\|224483;2026-04-23\|38.31\|-3.43\|39.74\|39.99\|38.20\|193605;2026-04-24\|38.29\|-0.05\|38.28\|38.80\|37.75\|164228;2026-04-27\|40.44\|5.62\|38.63\|40.98\|38.42\|319362;2026-04-28\|38.94\|-3.71\|40.24\|40.98\|38.73\|264432;2026-04-29\|39.02\|0.21\|38.90\|39.48\|38.08\|184405;2026-04-30\|41.06\|5.23\|39.04\|41.47\|39.04\|349997;2026-05-06\|43.32\|5.50\|42.29\|44.69\|41.52\|478987;2026-05-07\|45.44\|4.89\|43.30\|46.32\|42.24\|460044;2026-05-08\|49.98\|9.99\|45.48\|49.98\|45.35\|613436;2026-05-11\|50.14\|0.32\|51.48\|51.52\|48.58\|775572;2026-05-12\|51.03\|1.77\|50.15\|52.60\|48.80\|586284;2026-05-13\|52.66\|3.19\|50.00\|54.66\|50.00\|572417;2026-05-14\|51.55\|-2.11\|52.67\|53.75\|51.11\|462559;2026-05-15\|51.61\|0.12\|52.66\|54.48\|50.00\|559212;2026-05-18\|50.15\|-2.83\|51.21\|52.29\|49.61\|415288;2026-05-19\|55.17\|10.01\|50.48\|55.17\|49.58\|645025;2026-05-20\|55.78\|1.11\|55.89\|57.77\|55.00\|746857;2026-05-21\|51.26\|-8.10\|55.77\|56.92\|51.18\|731692;2026-05-22\|52.23\|1.89\|51.26\|52.58\|50.68\|486905;2026-05-25\|54.16\|3.70\|52.00\|54.44\|50.51\|544111;2026-05-26\|52.80\|-2.51\|53.80\|54.45\|51.61\|427535;2026-05-27\|56.50\|7.01\|53.26\|57.36\|52.64\|791588;2026-05-28\|59.09\|4.58\|55.50\|59.98\|54.71\|934973;2026-05-29\|55.38\|-6.28\|59.10\|61.10\|54.00\|805172;2026-06-01\|56.10\|1.30\|55.32\|59.00\|52.35\|724644;2026-06-02\|53.84\|-4.03\|55.69\|56.18\|53.58\|517504;2026-06-03\|58.09\|7.89\|54.91\|59.22\|54.91\|802814;2026-06-04\|63.90\|10.00\|57.96\|63.90\|56.56\|970866;2026-06-05\|66.77\|4.49\|64.89\|68.37\|63.13\|1023489;2026-06-08\|64.70\|-3.10\|62.99\|69.14\|62.99\|819524;2026-06-09\|71.17\|10.00\|66.50\|71.17\|64.15\|668106;2026-06-10\|73.50\|3.27\|74.00\|75.69\|70.20\|1064859;2026-06-11\|71.17\|-3.17\|72.50\|74.76\|68.80\|973033;2026-06-12\|66.10\|-7.12\|73.91\|77.58\|65.83\|1056852;2026-06-15\|68.05\|2.95\|67.35\|69.75\|63.03\|911188;2026-06-16\|68.15\|0.15\|69.50\|71.51\|67.79\|875639;2026-06-17\|70.95\|4.11\|67.76\|71.59\|65.58\|972400;2026-06-18\|70.20\|-1.06\|69.69\|73.94\|69.69\|838852;2026-06-22\|68.71\|-2.12\|71.60\|72.00\|64.94\|975959;2026-06-23\|66.50\|-3.22\|68.00\|69.88\|65.33\|700843;2026-06-24\|67.20\|1.05\|65.99\|68.00\|63.84\|729651;2026-06-25\|70.50\|4.91\|68.10\|70.50\|65.50\|1029033;2026-06-26\|75.37\|6.91\|71.05\|76.50\|68.83\|1329965;2026-06-29\|78.89\|4.67\|77.00\|79.89\|70.00\|1317851;2026-06-30\|77.60\|-1.64\|77.00\|78.98\|73.86\|901997;2026-07-01\|79.84\|2.89\|77.61\|83.29\|76.45\|1020422;2026-07-02\|71.86\|-9.99\|75.00\|75.89\|71.86\|704616;2026-07-03\|64.67\|-10.01\|68.00\|69.60\|64.67\|860239;2026-07-06\|59.49\|-8.01\|63.40\|65.19\|58.41\|789581;2026-07-07\|60.53\|1.75\|59.38\|62.26\|58.44\|566684;2026-07-08\|57.97\|-4.23\|61.00\|61.84\|55.76\|573468;2026-07-09\|63.77\|10.01\|58.80\|63.77\|58.38\|635396;2026-07-10\|61.06\|-4.25\|64.01\|68.18\|61.02\|847967;2026-07-13\|60.29\|-1.26\|60.00\|62.56\|58.99\|317920
113428	长鑫存储过会	半导体设备+精密金属结构件+转债强赎行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据开源证券2026年6月26日首次覆盖报告，公司精密金属结构件经超科林集成后，最终配套应用材料刻蚀、沉积设备，有望充分受益AI产业趋势，预期2026年将成为公司半导体领域收入爆发期，给予“买入”评级。 2、据公司2026年6月16日公告，可转债募投项目“半导体设备等领域精密金属部件智能化生产新建项目”已结项，节余募集资金用于永久补充流动资金，夯实半导体设备结构件成长基础。 3、据公司2026年6月26日及此前多次公告，公司股票已触发“华亚转债”有条件赎回条款，公司决定行使提前赎回权，赎回登记日为2026年7月9日。	1、公司主营精密金属制造，主要为国内外知名半导体设备制造商、品牌商等客户提供各类定制化精密金属结构件； 2、公司有少量精密金属结构件应用于储能逆变器上	2026-03-03\|51.55\|-4.68\|53.63\|55.07\|51.51\|24945;2026-03-04\|55.21\|7.10\|51.02\|55.40\|51.02\|44019;2026-03-05\|54.27\|-1.70\|56.20\|57.26\|53.96\|30191;2026-03-06\|53.99\|-0.52\|53.88\|54.59\|53.08\|19424;2026-03-09\|52.36\|-3.02\|52.98\|53.63\|50.80\|25513;2026-03-10\|52.70\|0.65\|52.90\|53.30\|51.88\|22096;2026-03-11\|52.17\|-1.01\|52.50\|53.68\|51.86\|19353;2026-03-12\|49.97\|-4.22\|51.91\|51.91\|49.80\|24905;2026-03-13\|49.30\|-1.34\|49.97\|50.50\|49.15\|19250;2026-03-16\|49.77\|0.95\|49.77\|50.00\|48.29\|19260;2026-03-17\|48.61\|-2.33\|50.00\|50.00\|48.40\|23919;2026-03-18\|48.95\|0.70\|49.07\|49.20\|48.10\|15786;2026-03-19\|47.72\|-2.51\|48.36\|48.88\|47.55\|15896;2026-03-20\|47.33\|-0.82\|47.90\|49.50\|47.21\|18763;2026-03-23\|45.02\|-4.88\|46.50\|46.62\|44.35\|27508;2026-03-24\|46.55\|3.40\|45.45\|46.76\|44.97\|24522;2026-03-25\|51.21\|10.01\|46.98\|51.21\|46.49\|51481;2026-03-26\|53.35\|4.18\|51.27\|54.50\|51.27\|72513;2026-03-27\|54.39\|1.95\|52.94\|54.50\|52.20\|48012;2026-03-30\|55.21\|1.51\|53.60\|55.80\|53.20\|38350;2026-03-31\|55.70\|0.89\|55.01\|57.35\|54.78\|42594;2026-04-01\|55.79\|0.16\|56.70\|56.80\|55.02\|32934;2026-04-02\|56.26\|0.84\|55.70\|57.60\|55.64\|29641;2026-04-03\|54.50\|-3.13\|56.88\|56.88\|53.20\|38050;2026-04-07\|53.04\|-2.68\|54.44\|54.49\|52.94\|20833;2026-04-08\|55.52\|4.68\|54.00\|56.10\|53.21\|26971;2026-04-09\|55.61\|0.16\|55.00\|56.17\|54.61\|18036;2026-04-10\|54.87\|-1.33\|56.00\|56.39\|54.83\|16825;2026-04-13\|53.56\|-2.39\|55.18\|55.35\|53.50\|25672;2026-04-14\|56.98\|6.39\|54.52\|57.05\|54.09\|54931;2026-04-15\|54.53\|-4.30\|58.00\|58.23\|53.58\|48019;2026-04-16\|54.25\|-0.51\|55.07\|56.00\|53.61\|34807;2026-04-17\|55.91\|3.06\|54.25\|56.46\|53.20\|38239;2026-04-20\|56.55\|1.14\|55.91\|57.29\|54.99\|36745;2026-04-21\|56.71\|0.28\|56.11\|56.80\|55.36\|21017;2026-04-22\|57.00\|0.51\|56.46\|57.44\|55.73\|25767;2026-04-23\|56.48\|-0.91\|57.00\|57.93\|56.00\|20228;2026-04-24\|55.86\|-1.10\|55.81\|56.85\|55.38\|16756;2026-04-27\|57.07\|2.17\|56.56\|58.50\|55.86\|48811;2026-04-28\|55.22\|-3.24\|56.64\|56.66\|55.00\|28899;2026-04-29\|55.30\|0.14\|53.80\|56.29\|53.31\|32396;2026-04-30\|57.84\|4.59\|55.55\|58.88\|55.06\|44896;2026-05-06\|57.64\|-0.35\|58.32\|58.80\|56.75\|45007;2026-05-07\|56.99\|-1.13\|57.98\|58.27\|56.70\|30485;2026-05-08\|57.44\|0.79\|56.70\|58.45\|56.08\|33030;2026-05-11\|59.03\|2.77\|58.46\|59.99\|57.36\|63144;2026-05-12\|59.84\|1.37\|58.66\|60.98\|57.40\|66197;2026-05-13\|60.58\|1.24\|58.46\|61.07\|58.46\|59716;2026-05-14\|58.48\|-3.47\|60.59\|62.68\|58.30\|60301;2026-05-15\|59.79\|2.24\|60.01\|60.88\|57.29\|56230;2026-05-18\|60.72\|1.56\|58.34\|61.20\|58.07\|58642;2026-05-19\|63.19\|4.07\|59.70\|63.40\|59.16\|64226;2026-05-20\|65.80\|4.13\|64.88\|69.51\|63.98\|106138;2026-05-21\|62.00\|-5.78\|66.54\|66.66\|61.91\|71888;2026-05-22\|64.76\|4.45\|62.00\|65.20\|61.50\|52106;2026-05-25\|64.11\|-1.00\|64.70\|67.47\|63.02\|68973;2026-05-26\|61.87\|-3.49\|63.00\|63.00\|60.55\|51670;2026-05-27\|59.12\|-4.44\|61.80\|61.80\|58.66\|48866;2026-05-28\|61.84\|4.60\|58.55\|63.00\|58.50\|48612;2026-05-29\|60.40\|-2.33\|62.40\|63.50\|60.40\|39342;2026-06-01\|61.70\|2.15\|60.03\|62.87\|60.03\|41123;2026-06-02\|59.89\|-2.93\|61.68\|62.20\|59.00\|45201;2026-06-03\|61.43\|2.57\|59.99\|63.98\|59.63\|52940;2026-06-04\|67.57\|10.00\|61.00\|67.57\|60.12\|91801;2026-06-05\|68.94\|2.03\|67.41\|71.46\|66.22\|99917;2026-06-08\|66.88\|-2.99\|67.93\|69.50\|66.00\|62670;2026-06-09\|73.29\|10.00\|68.37\|73.29\|67.20\|58575;2026-06-10\|80.62\|10.00\|74.81\|80.62\|73.50\|139352;2026-06-11\|82.01\|1.72\|80.99\|82.70\|78.45\|104354;2026-06-12\|81.59\|-0.51\|83.50\|85.10\|78.93\|81638;2026-06-15\|85.10\|4.30\|80.23\|85.10\|79.00\|74387;2026-06-16\|83.28\|-2.14\|82.64\|85.92\|81.50\|66543;2026-06-17\|80.99\|-2.75\|82.17\|83.27\|78.68\|76191;2026-06-18\|82.21\|1.51\|79.83\|83.41\|79.30\|64200;2026-06-22\|82.90\|0.84\|81.93\|83.00\|79.00\|60656;2026-06-23\|79.36\|-4.27\|82.26\|84.83\|79.02\|59266;2026-06-24\|87.30\|10.01\|79.88\|87.30\|79.88\|129521;2026-06-25\|87.00\|-0.34\|89.50\|90.21\|84.00\|110351;2026-06-26\|82.14\|-5.59\|84.00\|86.75\|80.51\|79441;2026-06-29\|90.35\|10.00\|84.30\|90.35\|84.00\|43615;2026-06-30\|99.39\|10.01\|95.09\|99.39\|92.50\|72368;2026-07-01\|106.00\|6.65\|100.22\|108.07\|96.50\|154833;2026-07-02\|101.20\|-4.53\|97.08\|106.38\|97.08\|119456;2026-07-03\|100.07\|-1.12\|102.00\|103.88\|94.00\|99248;2026-07-06\|93.86\|-6.21\|99.45\|100.87\|91.50\|80401;2026-07-07\|96.73\|3.06\|93.95\|100.58\|93.50\|77990;2026-07-08\|98.45\|1.78\|95.67\|103.00\|90.62\|94769;2026-07-09\|104.50\|6.15\|100.40\|104.66\|95.51\|110388;2026-07-10\|94.05\|-10.00\|103.00\|104.34\|94.05\|113984;2026-07-13\|91.30\|-2.92\|91.65\|95.55\|90.60\|45075
113427	长鑫存储过会	六氟化钨+电子特气+氟化工行业原因： 1、据上海证券报7月2日报道，制冷剂R22均价单周拉涨逾2000元/吨，盛夏旺季叠加海外供给紧缺，国内氟化工迎来量价齐升窗口。 2、华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据上海证券报2026年7月1日报道，日本两大核心供应商永久停产六氟化钨产线，导致全球出现约2000吨/年的刚性缺口，5N级产品月均价触及1760元/千克，同比涨幅超236%；据2026年6月26日互动易，公司六氟化钨产品在宜昌电子特气及硅基功能性材料产业园生产，规划产能500吨，已建成正在试生产。 2、据2026年6月15日异常波动公告，公司被市场列为“电子特气”热门概念股，但公司澄清电子级六氟化钨等产品尚处于试生产阶段，尚未取得下游认证，预计2-3年内不会对经营业绩产生重大影响。 3、据2025年6月12日互动易及2026年4月16日年报，公司主营大宗气体、电子特气及电子化学品等，在宜昌产业园已规划的氟基产品包括高纯三氟化氮、六氟化钨、六氟丁二烯等电子特气。	公司给长江存储、烽火科技、华星光电等光通信、半导体企业直接或间接供应氢气、氧气、氮气和氩气	2026-03-03\|33.90\|0.44\|34.08\|34.68\|32.95\|87557;2026-03-04\|32.50\|-4.13\|33.57\|34.38\|32.40\|69852;2026-03-05\|32.73\|0.71\|32.91\|33.42\|32.58\|36177;2026-03-06\|33.17\|1.34\|32.52\|33.48\|32.20\|33025;2026-03-09\|32.40\|-2.32\|32.80\|32.94\|31.02\|55053;2026-03-10\|31.90\|-1.54\|32.30\|32.64\|31.60\|31096;2026-03-11\|31.39\|-1.60\|31.98\|32.38\|31.23\|39731;2026-03-12\|31.71\|1.02\|31.37\|32.25\|30.85\|54584;2026-03-13\|31.48\|-0.73\|32.25\|32.33\|30.92\|69836;2026-03-16\|30.90\|-1.84\|31.09\|31.83\|30.05\|52548;2026-03-17\|29.94\|-3.11\|30.90\|30.92\|29.68\|46852;2026-03-18\|30.02\|0.27\|29.80\|30.06\|29.30\|31383;2026-03-19\|29.50\|-1.73\|29.80\|30.37\|29.38\|42386;2026-03-20\|28.61\|-3.02\|29.40\|29.80\|28.50\|40186;2026-03-23\|27.80\|-2.83\|27.98\|29.70\|27.20\|57579;2026-03-24\|28.20\|1.44\|27.99\|28.30\|27.31\|55292;2026-03-25\|28.91\|2.52\|28.14\|29.27\|28.02\|36356;2026-03-26\|28.76\|-0.52\|28.92\|29.39\|28.58\|20072;2026-03-27\|29.56\|2.78\|28.53\|29.98\|28.50\|35801;2026-03-30\|29.48\|-0.27\|29.58\|30.10\|29.17\|33750;2026-03-31\|28.27\|-4.10\|29.36\|29.38\|28.18\|36230;2026-04-01\|28.66\|1.38\|28.50\|28.79\|28.38\|24740;2026-04-02\|28.40\|-0.91\|28.51\|28.97\|28.24\|15744;2026-04-03\|29.31\|3.20\|28.94\|29.89\|28.51\|47249;2026-04-07\|30.25\|3.21\|29.48\|30.35\|28.92\|56748;2026-04-08\|30.61\|1.19\|29.21\|30.74\|28.91\|65908;2026-04-09\|30.61\|0.00\|30.52\|31.55\|30.20\|58330;2026-04-10\|31.03\|1.37\|30.66\|31.70\|30.56\|47795;2026-04-13\|30.25\|-2.51\|31.14\|31.17\|29.96\|39669;2026-04-14\|30.39\|0.46\|30.11\|30.75\|29.87\|40988;2026-04-15\|29.60\|-2.60\|31.00\|31.11\|29.40\|40365;2026-04-16\|30.03\|1.45\|29.55\|30.33\|29.23\|26409;2026-04-17\|29.80\|-0.77\|29.98\|30.02\|29.50\|21842;2026-04-20\|30.05\|0.84\|29.99\|30.30\|29.41\|34404;2026-04-21\|31.06\|3.36\|30.05\|31.68\|29.70\|75769;2026-04-22\|30.80\|-0.84\|30.99\|31.44\|30.25\|49508;2026-04-23\|33.88\|10.00\|30.81\|33.88\|30.63\|155909;2026-04-24\|33.30\|-1.71\|33.12\|35.05\|32.12\|202742;2026-04-27\|33.05\|-0.75\|33.25\|35.00\|33.00\|139053;2026-04-28\|33.81\|2.30\|33.27\|34.06\|32.10\|133696;2026-04-29\|32.38\|-4.23\|32.55\|32.90\|31.84\|108353;2026-04-30\|31.74\|-1.98\|32.32\|33.19\|31.35\|84037;2026-05-06\|32.00\|0.82\|31.67\|32.19\|31.40\|78902;2026-05-07\|31.36\|-2.00\|31.72\|31.88\|30.87\|87929;2026-05-08\|31.15\|-0.67\|31.20\|31.58\|30.78\|46713;2026-05-11\|34.27\|10.02\|31.16\|34.27\|31.16\|140188;2026-05-12\|33.12\|-3.36\|34.61\|35.40\|32.93\|143217;2026-05-13\|34.05\|2.81\|33.22\|34.89\|32.80\|124392;2026-05-14\|37.46\|10.01\|35.00\|37.46\|34.51\|164226;2026-05-15\|41.21\|10.01\|36.79\|41.21\|34.80\|319609;2026-05-18\|40.63\|-1.41\|41.00\|45.33\|38.88\|356899;2026-05-19\|38.52\|-5.19\|37.93\|40.54\|37.93\|273354;2026-05-20\|37.80\|-1.87\|39.21\|39.70\|37.30\|212924;2026-05-21\|34.70\|-8.20\|37.75\|38.04\|34.48\|183724;2026-05-22\|33.94\|-2.19\|34.59\|35.03\|33.70\|128284;2026-05-25\|32.54\|-4.12\|33.94\|34.00\|32.32\|134540;2026-05-26\|31.90\|-1.97\|32.08\|33.22\|30.93\|109527;2026-05-27\|35.09\|10.00\|31.89\|35.09\|31.66\|126880;2026-05-28\|33.82\|-3.62\|35.08\|35.08\|33.56\|125246;2026-05-29\|34.75\|2.75\|34.46\|36.38\|34.05\|192635;2026-06-01\|34.58\|-0.49\|34.82\|36.14\|34.47\|137340;2026-06-02\|34.16\|-1.21\|34.10\|34.86\|32.60\|121054;2026-06-03\|33.99\|-0.50\|33.80\|34.50\|33.44\|101217;2026-06-04\|37.39\|10.00\|34.34\|37.39\|34.31\|156017;2026-06-05\|39.30\|5.11\|38.61\|40.69\|38.50\|277237;2026-06-08\|39.63\|0.84\|38.90\|41.17\|38.11\|267055;2026-06-09\|43.59\|9.99\|40.95\|43.59\|40.41\|332886;2026-06-10\|47.95\|10.00\|47.95\|47.95\|47.94\|74342;2026-06-11\|52.75\|10.01\|52.75\|52.75\|49.04\|237992;2026-06-12\|58.03\|10.01\|55.00\|58.03\|54.40\|577691;2026-06-15\|56.78\|-2.15\|55.76\|59.90\|52.23\|440164;2026-06-16\|59.24\|4.33\|56.86\|62.40\|56.86\|443128;2026-06-17\|61.25\|3.39\|56.24\|63.38\|55.90\|394765;2026-06-18\|67.38\|10.01\|60.85\|67.38\|59.19\|294224;2026-06-22\|72.78\|8.01\|71.99\|73.25\|69.50\|293315;2026-06-23\|73.00\|0.30\|70.58\|73.99\|66.93\|267765;2026-06-24\|71.30\|-2.33\|72.86\|75.72\|68.00\|248076;2026-06-25\|69.68\|-2.27\|69.94\|71.90\|66.61\|258223;2026-06-26\|66.10\|-5.14\|71.59\|71.88\|62.71\|280688;2026-06-29\|68.87\|4.19\|67.14\|70.99\|60.01\|321132;2026-06-30\|62.00\|-9.98\|65.00\|65.43\|61.98\|293685;2026-07-01\|68.20\|10.00\|63.24\|68.20\|62.18\|331683;2026-07-02\|75.02\|10.00\|68.00\|75.02\|67.01\|236758;2026-07-03\|71.54\|-4.58\|73.73\|78.88\|69.00\|358035;2026-07-06\|64.39\|-9.99\|69.14\|73.03\|64.39\|248552;2026-07-07\|60.94\|-5.36\|61.36\|64.51\|58.58\|259334;2026-07-08\|57.33\|-5.92\|60.00\|61.58\|56.61\|189401;2026-07-09\|58.76\|2.49\|59.70\|60.66\|56.00\|186014;2026-07-10\|53.49\|-8.97\|58.50\|59.30\|53.41\|213715;2026-07-13\|49.75\|-6.99\|53.34\|55.90\|49.53\|159539
113426	长鑫存储过会	半导体洁净室+新加坡布局+一季报倍增行业原因：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3月13日年报，公司主营IC半导体、光电等高科技产业洁净室工程服务，服务中芯国际、台积电等头部客户，具备行业领先的“计算流体力学分析应用技术”等优势。 2、据2026年3月13日年报及2026年5月21日互动易，公司2025年净利润同比增40.30%创历史新高，主要因新加坡半导体投资火热，公司承接VSMC等大额高毛利项目，海外营收占比提升。 3、据2026年5月12日长江证券研报及2026年4月30日一季报，公司2026年一季度营收11.30亿元，同比增35.38%；归母净利润2.48亿元，同比增202.41%，主因新加坡项目持续推进结算。	公司主营洁净室工程，台湾亚翔持有公司53.99%股权，年报净利润同比增长40.30%	2026-03-03\|132.12\|-7.69\|144.80\|146.00\|132.11\|50948;2026-03-04\|134.21\|1.58\|131.84\|135.90\|131.37\|37021;2026-03-05\|136.80\|1.93\|136.86\|138.68\|133.37\|38744;2026-03-06\|135.25\|-1.13\|136.80\|141.00\|135.17\|25055;2026-03-09\|132.11\|-2.32\|130.01\|132.80\|126.60\|39665;2026-03-10\|135.53\|2.59\|135.50\|136.60\|132.51\|24016;2026-03-11\|131.30\|-3.12\|135.53\|136.68\|129.70\|33247;2026-03-12\|128.03\|-2.49\|130.35\|132.50\|126.50\|33090;2026-03-13\|140.83\|10.00\|138.75\|140.83\|138.75\|22768;2026-03-16\|154.91\|10.00\|153.21\|154.91\|145.20\|92675;2026-03-17\|170.40\|10.00\|161.80\|170.40\|153.03\|108065;2026-03-18\|181.88\|6.74\|173.81\|182.00\|167.15\|96270;2026-03-19\|175.50\|-3.51\|174.10\|179.80\|172.30\|63319;2026-03-20\|184.92\|5.37\|178.07\|189.69\|177.70\|78049;2026-03-23\|173.80\|-6.01\|177.57\|180.00\|172.34\|61059;2026-03-24\|191.18\|10.00\|176.90\|191.18\|171.11\|39384;2026-03-25\|199.98\|4.60\|205.00\|210.30\|197.44\|100727;2026-03-26\|191.00\|-4.49\|202.31\|206.46\|190.54\|74829;2026-03-27\|185.11\|-3.08\|182.97\|186.98\|180.00\|55855;2026-03-30\|187.41\|1.24\|180.08\|191.98\|180.08\|52180;2026-03-31\|179.90\|-4.01\|186.71\|186.71\|176.00\|52438;2026-04-01\|184.70\|2.67\|187.00\|188.78\|180.33\|45023;2026-04-02\|178.62\|-3.29\|184.70\|188.98\|176.20\|41006;2026-04-03\|177.30\|-0.74\|178.70\|181.52\|174.70\|28652;2026-04-07\|173.55\|-2.12\|179.52\|179.52\|172.23\|28098;2026-04-08\|180.90\|4.24\|178.00\|180.90\|172.80\|51540;2026-04-09\|198.99\|10.00\|177.29\|198.99\|176.10\|60091;2026-04-10\|210.50\|5.78\|204.00\|212.89\|200.49\|87411;2026-04-13\|211.50\|0.48\|206.29\|215.65\|204.64\|59834;2026-04-14\|190.35\|-10.00\|209.61\|211.00\|190.35\|94083;2026-04-15\|185.27\|-2.67\|191.76\|197.40\|184.51\|84195;2026-04-16\|187.07\|0.97\|188.06\|188.60\|178.74\|66604;2026-04-17\|186.63\|-0.24\|186.00\|187.44\|182.36\|51113;2026-04-20\|184.82\|-0.97\|185.99\|188.00\|183.50\|42055;2026-04-21\|187.39\|1.39\|184.82\|191.99\|184.00\|66769;2026-04-22\|188.28\|0.47\|185.52\|188.98\|182.51\|56716;2026-04-23\|185.40\|-1.53\|187.50\|188.49\|181.86\|45994;2026-04-24\|189.12\|2.01\|185.99\|199.20\|185.00\|59298;2026-04-27\|194.75\|2.98\|189.37\|198.99\|186.50\|59778;2026-04-28\|193.70\|-0.54\|192.81\|199.89\|190.10\|46641;2026-04-29\|192.38\|-0.68\|191.50\|194.00\|188.23\|41199;2026-04-30\|188.30\|-2.12\|195.26\|195.88\|181.00\|47252;2026-05-06\|201.81\|7.17\|191.88\|207.13\|188.97\|78561;2026-05-07\|206.00\|2.08\|206.80\|209.70\|196.10\|65232;2026-05-08\|200.97\|-2.44\|202.22\|206.66\|198.01\|39610;2026-05-11\|206.20\|2.60\|204.00\|214.75\|203.05\|55459;2026-05-12\|194.90\|-5.48\|204.10\|208.00\|186.00\|89732;2026-05-13\|197.25\|1.21\|190.00\|199.33\|186.01\|49600;2026-05-14\|188.20\|-4.59\|197.00\|198.87\|185.21\|40046;2026-05-15\|190.70\|1.33\|188.00\|202.00\|186.80\|59427;2026-05-18\|183.26\|-3.06\|192.00\|195.68\|182.44\|48803;2026-05-19\|182.85\|-0.22\|181.00\|182.85\|170.03\|68813;2026-05-20\|188.70\|3.20\|182.63\|193.08\|182.63\|56261;2026-05-21\|176.90\|-6.25\|187.35\|192.80\|175.76\|52384;2026-05-22\|176.01\|-0.50\|177.00\|179.00\|170.40\|47081;2026-05-25\|177.69\|0.95\|176.00\|181.68\|173.15\|37733;2026-05-26\|165.11\|-7.08\|178.00\|178.00\|162.28\|65871;2026-05-27\|164.43\|-0.41\|167.30\|170.36\|163.10\|70030;2026-05-28\|160.11\|-2.63\|165.14\|165.99\|158.60\|52228;2026-05-29\|151.20\|-5.56\|160.00\|161.89\|149.90\|65855;2026-06-01\|146.56\|-3.07\|149.96\|152.70\|146.00\|43534;2026-06-02\|149.65\|2.11\|146.74\|152.45\|144.11\|42255;2026-06-03\|150.64\|0.66\|149.63\|155.10\|148.00\|50495;2026-06-04\|156.00\|3.56\|149.00\|157.00\|148.00\|74053;2026-06-05\|170.09\|9.03\|159.00\|171.35\|153.00\|125325;2026-06-08\|187.10\|10.00\|166.25\|187.10\|166.25\|101144;2026-06-09\|205.81\|10.00\|199.94\|205.81\|199.94\|32834;2026-06-10\|222.06\|7.90\|205.00\|226.39\|205.00\|179179;2026-06-11\|230.86\|3.96\|227.62\|237.57\|223.01\|105580;2026-06-12\|218.08\|-5.54\|242.80\|246.98\|215.48\|113689;2026-06-15\|215.39\|-1.23\|220.01\|224.62\|209.99\|99298;2026-06-16\|211.07\|-2.01\|215.39\|219.68\|207.00\|84424;2026-06-17\|232.18\|10.00\|207.00\|232.18\|206.31\|99759;2026-06-18\|215.52\|-7.18\|235.00\|247.65\|213.00\|140749;2026-06-22\|213.72\|-0.84\|214.88\|222.22\|205.00\|93353;2026-06-23\|210.80\|-1.37\|208.99\|214.64\|203.82\|60058;2026-06-24\|231.88\|10.00\|209.00\|231.88\|208.58\|64116;2026-06-25\|255.07\|10.00\|255.07\|255.07\|248.11\|26738;2026-06-26\|260.85\|2.27\|256.00\|270.36\|247.00\|140300;2026-06-29\|276.20\|5.88\|272.03\|283.57\|262.27\|152118;2026-06-30\|272.02\|-1.51\|276.18\|285.00\|263.96\|113180;2026-07-01\|257.81\|-5.22\|269.30\|270.65\|256.61\|89864;2026-07-02\|234.62\|-8.99\|247.00\|250.00\|232.13\|85992;2026-07-03\|235.89\|0.54\|229.52\|248.29\|223.33\|80438;2026-07-06\|227.80\|-3.43\|240.05\|240.05\|218.88\|58662;2026-07-07\|222.19\|-2.46\|224.61\|234.32\|220.50\|53218;2026-07-08\|219.29\|-1.31\|228.88\|233.80\|218.02\|56132;2026-07-09\|209.58\|-4.43\|216.84\|223.00\|200.95\|120808;2026-07-10\|214.58\|2.39\|216.00\|230.54\|214.55\|100597;2026-07-13\|217.35\|1.29\|201.83\|224.57\|201.83\|73204
113425	长鑫存储过会	参股六度人和（腾讯投资）+间接持股宇树科技+先进封装行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，提振A股半导体板块情绪。 2、广发证券6月6日研报指出，AI芯片需求推动CoWoS等先进封装产能持续紧张，整体呈现供不应求状态，订单能见度较高，行业高景气预期持续强化。公司原因： 1、据2026年6月4日互动易，公司持有 Easy Connection（Cayman） Limited（六度人和开曼有限公司）13.045%股权；六度人和2011年8月获得腾讯投资，其主营产品EC是一款SCRM（社交化客户关系管理）系统，通过整合QQ、微信、手机、座机、短信和邮件等沟通工具。 2、据2026年6月4日异常波动公告，宇树科技科创板IPO申请于2026年6月1日获审议通过，公司全资子公司持有容腾0.8333%股权，容腾持有宇树科技1.1868%股权，穿透后公司持有宇树科技约0.01%股权；公司强调持股比例较低，目前不涉及机器人业务。 3、据2026年5月8日及5月19日互动易，公司旗下子公司为ASM PT提供半导体封装设备部件及整机产品，已由半导体封装设备部件加工逐步拓展到整机加工组装并实现批量出货。	1、公司向ASM PT等全球头部客户提供半导体封装测试设备部件，并切入ABL、Signify供应链； 2、公司主营LED智能照明产品、智能可穿戴等产品，海外销售占比超7成	2026-03-03\|8.51\|-4.81\|8.95\|9.01\|8.48\|233748;2026-03-04\|8.40\|-1.29\|8.32\|8.51\|8.31\|149792;2026-03-05\|8.74\|4.05\|8.55\|9.03\|8.53\|237629;2026-03-06\|8.76\|0.23\|8.68\|8.78\|8.64\|135670;2026-03-09\|8.74\|-0.23\|8.59\|8.76\|8.51\|129134;2026-03-10\|8.93\|2.17\|8.80\|8.95\|8.77\|126621;2026-03-11\|9.08\|1.68\|9.00\|9.32\|8.93\|358523;2026-03-12\|9.00\|-0.88\|8.92\|9.14\|8.83\|231288;2026-03-13\|8.86\|-1.56\|9.05\|9.07\|8.84\|164208;2026-03-16\|8.94\|0.90\|8.83\|8.95\|8.81\|102888;2026-03-17\|8.65\|-3.24\|8.95\|9.00\|8.64\|121415;2026-03-18\|8.94\|3.35\|8.70\|8.94\|8.65\|130221;2026-03-19\|8.75\|-2.13\|8.82\|8.90\|8.70\|107704;2026-03-20\|8.41\|-3.89\|8.82\|8.84\|8.41\|124580;2026-03-23\|8.18\|-2.73\|8.73\|8.75\|8.06\|317072;2026-03-24\|8.26\|0.98\|8.38\|8.40\|8.02\|239523;2026-03-25\|8.29\|0.36\|8.26\|8.40\|8.22\|185190;2026-03-26\|8.00\|-3.50\|8.25\|8.32\|7.96\|172949;2026-03-27\|8.14\|1.75\|7.88\|8.14\|7.81\|100266;2026-03-30\|8.15\|0.12\|8.01\|8.15\|7.92\|116283;2026-03-31\|8.00\|-1.84\|8.13\|8.22\|8.00\|95536;2026-04-01\|8.12\|1.50\|8.16\|8.20\|8.06\|92932;2026-04-02\|7.89\|-2.83\|8.10\|8.12\|7.85\|89443;2026-04-03\|7.74\|-1.90\|8.03\|8.03\|7.72\|90239;2026-04-07\|7.87\|1.68\|7.78\|7.91\|7.75\|74629;2026-04-08\|8.27\|5.08\|8.01\|8.28\|8.01\|151407;2026-04-09\|8.15\|-1.45\|8.24\|8.26\|8.13\|88310;2026-04-10\|8.28\|1.60\|8.19\|8.34\|8.19\|100742;2026-04-13\|8.24\|-0.48\|8.21\|8.28\|8.17\|71216;2026-04-14\|8.33\|1.09\|8.35\|8.35\|8.22\|72145;2026-04-15\|8.21\|-1.44\|8.37\|8.39\|8.20\|65596;2026-04-16\|8.35\|1.71\|8.22\|8.37\|8.18\|81567;2026-04-17\|8.40\|0.60\|8.31\|8.44\|8.30\|77468;2026-04-20\|8.47\|0.83\|8.43\|8.49\|8.36\|75743;2026-04-21\|8.18\|-3.42\|8.41\|8.47\|8.09\|157350;2026-04-22\|8.29\|1.34\|8.16\|8.30\|8.09\|120092;2026-04-23\|8.07\|-2.65\|8.30\|8.31\|8.07\|109057;2026-04-24\|8.13\|0.74\|8.03\|8.19\|7.89\|99299;2026-04-27\|8.26\|1.60\|8.14\|8.28\|7.98\|106148;2026-04-28\|8.12\|-1.69\|8.21\|8.26\|8.08\|78162;2026-04-29\|8.27\|1.85\|8.08\|8.29\|8.08\|87769;2026-04-30\|8.26\|-0.12\|8.29\|8.33\|8.22\|78107;2026-05-06\|8.37\|1.33\|8.32\|8.48\|8.30\|101994;2026-05-07\|8.43\|0.72\|8.38\|8.44\|8.32\|106450;2026-05-08\|8.49\|0.71\|8.40\|8.52\|8.36\|88995;2026-05-11\|8.55\|0.71\|8.52\|8.55\|8.41\|114406;2026-05-12\|8.56\|0.12\|8.56\|8.69\|8.52\|176780;2026-05-13\|8.75\|2.22\|8.56\|8.99\|8.44\|267029;2026-05-14\|8.57\|-2.06\|8.73\|8.75\|8.57\|160028;2026-05-15\|8.60\|0.35\|8.56\|8.79\|8.54\|176863;2026-05-18\|8.67\|0.81\|8.51\|8.67\|8.47\|137960;2026-05-19\|8.78\|1.27\|8.68\|8.87\|8.59\|136590;2026-05-20\|8.77\|-0.11\|8.75\|8.85\|8.63\|135284;2026-05-21\|8.66\|-1.25\|8.86\|9.05\|8.65\|303266;2026-05-22\|8.63\|-0.35\|8.70\|8.86\|8.45\|200340;2026-05-25\|8.83\|2.32\|8.64\|8.83\|8.47\|217322;2026-05-26\|8.81\|0.34\|8.99\|9.07\|8.71\|323605;2026-05-27\|8.89\|0.91\|8.81\|9.08\|8.74\|285485;2026-05-28\|8.97\|0.90\|8.78\|8.97\|8.58\|307783;2026-05-29\|8.49\|-5.35\|8.94\|8.94\|8.42\|303216;2026-06-01\|8.59\|1.18\|8.33\|8.65\|8.23\|170878;2026-06-02\|9.45\|10.01\|8.55\|9.45\|8.49\|470309;2026-06-03\|10.40\|10.05\|10.16\|10.40\|10.16\|302703;2026-06-04\|10.54\|1.35\|10.21\|11.40\|10.09\|1573856;2026-06-05\|10.35\|-1.80\|10.24\|10.95\|10.24\|1151475;2026-06-08\|9.81\|-5.22\|9.57\|10.31\|9.51\|814694;2026-06-09\|10.79\|9.99\|9.84\|10.79\|9.64\|501986;2026-06-10\|10.70\|-0.83\|11.49\|11.87\|10.41\|1393473;2026-06-11\|9.91\|-7.38\|10.41\|10.50\|9.70\|993103;2026-06-12\|9.20\|-7.16\|10.17\|10.39\|9.05\|950692;2026-06-15\|10.12\|10.00\|9.28\|10.12\|9.27\|381502;2026-06-16\|9.84\|-2.77\|10.15\|10.16\|9.63\|792784;2026-06-17\|10.16\|3.25\|9.68\|10.30\|9.57\|927708;2026-06-18\|10.55\|3.84\|10.34\|10.96\|9.90\|980745;2026-06-22\|10.95\|3.79\|10.59\|11.09\|10.48\|919240;2026-06-23\|10.40\|-5.02\|10.60\|10.74\|10.36\|620291;2026-06-24\|10.21\|-1.83\|10.20\|10.50\|9.83\|577281;2026-06-25\|10.71\|4.90\|10.18\|10.73\|9.97\|741131;2026-06-26\|11.02\|2.89\|10.36\|11.35\|10.00\|942151;2026-06-29\|11.30\|2.54\|11.04\|11.30\|10.75\|888873;2026-06-30\|11.50\|1.77\|10.85\|11.79\|10.84\|804294;2026-07-01\|10.77\|-6.35\|11.31\|11.42\|10.62\|753064;2026-07-02\|9.89\|-8.17\|10.34\|10.55\|9.70\|559431;2026-07-03\|10.42\|5.36\|10.01\|10.88\|9.93\|765921;2026-07-06\|10.39\|-0.29\|10.57\|10.85\|10.28\|630154;2026-07-07\|11.43\|10.01\|10.12\|11.43\|9.88\|1001312;2026-07-08\|11.72\|2.54\|11.65\|12.57\|11.51\|1717514;2026-07-09\|12.25\|4.52\|11.08\|12.33\|11.06\|1400256;2026-07-10\|12.02\|-1.88\|11.70\|12.43\|11.59\|1154997;2026-07-13\|10.82\|-9.98\|11.57\|11.69\|10.82\|573103
113424	全球最大PPE树脂产区停产，PCB材料持续涨价	光模块+AI PCB+业绩高增行业原因：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6月12日互动易，公司具备硅光CW激光芯片研发能力，已与外部硅光企业开展合作并布局自研硅光模块产品，并依托“光芯片+光模块”IDM垂直整合模式，有效优化成本结构、提升盈利空间。 2、据2025年年度报告，公司是全球唯一具备PCB、光芯片及光模块从研发、设计到量产全流程能力的企业，同时也是全球前三大PCB供应商及全球第一大边缘AI设备PCB供应商，产品覆盖10G至1.6T全速率光模块，并推进6.4T及下一代CPO/NPO方案研发。 3、据2026年一季报，公司一季度实现营业收入131.38亿元，同比增长52.72%；归母净利润11.10亿元，同比增长143.47%，光模块业务抓住行业爆发机会，收入实现翻倍。	全球第三的印刷电路板企业、全球第二的柔性线路板企业；在电子电路领域，公司专注于为行业领先的客户提供全方位电子电路（PCB）产品及服务，PCB 业务涵盖刚性、柔性、刚挠结合板等全系列产品	2026-03-03\|94.88\|4.23\|95.57\|98.69\|92.60\|1169033;2026-03-04\|95.00\|0.13\|91.00\|96.50\|91.00\|703854;2026-03-05\|92.70\|-2.42\|97.85\|97.99\|92.00\|779276;2026-03-06\|95.45\|2.97\|90.06\|98.50\|87.97\|901125;2026-03-09\|98.24\|2.92\|90.30\|98.50\|87.19\|904426;2026-03-10\|108.06\|10.00\|102.00\|108.06\|101.20\|913332;2026-03-11\|104.80\|-3.02\|109.33\|111.65\|103.71\|913691;2026-03-12\|109.30\|4.29\|106.09\|109.30\|101.20\|791965;2026-03-13\|110.93\|1.49\|111.10\|118.98\|110.11\|1038026;2026-03-16\|119.00\|7.27\|112.71\|120.50\|111.00\|872649;2026-03-17\|109.71\|-7.81\|117.00\|117.16\|108.89\|972445;2026-03-18\|107.38\|-2.12\|111.93\|113.88\|101.83\|1372626;2026-03-19\|111.72\|4.04\|104.00\|114.11\|104.00\|827166;2026-03-20\|116.06\|3.88\|117.06\|119.55\|114.03\|928616;2026-03-23\|105.23\|-9.33\|110.27\|113.90\|104.90\|833379;2026-03-24\|107.52\|2.18\|108.30\|108.35\|101.74\|683509;2026-03-25\|108.21\|0.64\|113.90\|115.01\|107.75\|812183;2026-03-26\|104.30\|-3.61\|107.29\|109.32\|103.80\|657304;2026-03-27\|102.65\|-1.58\|100.00\|103.95\|98.83\|635680;2026-03-30\|105.00\|2.29\|100.81\|106.80\|100.76\|518951;2026-03-31\|103.30\|-1.62\|102.90\|107.00\|100.57\|566630;2026-04-01\|109.00\|5.52\|107.50\|109.50\|104.52\|701607;2026-04-02\|106.25\|-2.52\|107.05\|109.80\|104.80\|442869;2026-04-03\|110.55\|4.05\|108.59\|115.28\|108.00\|621609;2026-04-07\|109.01\|-1.39\|110.56\|112.00\|106.85\|455762;2026-04-08\|119.91\|10.00\|119.91\|119.91\|119.90\|232239;2026-04-09\|131.90\|10.00\|128.00\|131.90\|126.11\|936590;2026-04-10\|143.55\|8.83\|132.30\|145.09\|132.27\|1449445;2026-04-13\|146.83\|2.28\|143.61\|149.68\|143.61\|1086159;2026-04-14\|146.00\|-0.57\|147.00\|149.01\|143.51\|876028;2026-04-15\|145.80\|-0.14\|145.70\|151.00\|143.60\|813388;2026-04-16\|149.55\|2.57\|145.12\|149.55\|144.12\|806609;2026-04-17\|162.10\|8.39\|155.00\|164.45\|152.16\|1195419;2026-04-20\|157.00\|-3.15\|162.08\|168.20\|155.70\|1084234;2026-04-21\|169.40\|7.90\|157.19\|172.68\|156.01\|964689;2026-04-22\|186.34\|10.00\|172.06\|186.34\|171.20\|832377;2026-04-23\|186.66\|0.17\|192.00\|194.00\|183.98\|1131449;2026-04-24\|187.90\|0.66\|193.50\|196.00\|179.01\|1179788;2026-04-27\|186.70\|-0.64\|188.00\|190.55\|178.86\|907451;2026-04-28\|183.90\|-1.50\|187.00\|190.20\|181.01\|789533;2026-04-29\|184.25\|0.19\|180.61\|189.12\|176.88\|908411;2026-04-30\|186.73\|1.35\|189.78\|191.95\|181.83\|820417;2026-05-06\|191.88\|2.76\|191.80\|199.07\|187.00\|1019926;2026-05-07\|211.07\|10.00\|188.43\|211.07\|185.80\|866708;2026-05-08\|211.39\|0.15\|210.00\|213.58\|206.01\|895393;2026-05-11\|218.30\|3.27\|212.00\|222.60\|208.47\|894415;2026-05-12\|219.46\|0.53\|223.57\|230.00\|213.51\|914307;2026-05-13\|220.75\|0.59\|213.00\|225.66\|212.90\|787040;2026-05-14\|214.89\|-2.65\|220.74\|226.00\|213.35\|762371;2026-05-15\|203.35\|-5.37\|212.86\|215.63\|196.12\|1019791;2026-05-18\|211.25\|3.88\|203.35\|215.60\|199.94\|783883;2026-05-19\|222.08\|5.13\|206.00\|224.50\|198.00\|1100759;2026-05-20\|223.00\|0.41\|220.10\|225.57\|216.05\|782079;2026-05-21\|206.97\|-7.19\|223.23\|225.00\|204.16\|899478;2026-05-22\|220.55\|6.56\|210.92\|221.73\|210.92\|843617;2026-05-25\|226.24\|2.58\|222.91\|228.28\|218.30\|831651;2026-05-26\|221.20\|-2.23\|221.00\|225.11\|216.36\|677237;2026-05-27\|223.37\|0.98\|216.78\|234.00\|212.60\|869030;2026-05-28\|219.00\|-1.96\|222.00\|223.00\|212.40\|776935;2026-05-29\|213.05\|-2.72\|222.93\|229.95\|210.70\|756485;2026-06-01\|191.75\|-10.00\|209.22\|212.00\|191.75\|1359590;2026-06-02\|210.93\|10.00\|200.00\|210.93\|196.90\|1081481;2026-06-03\|223.99\|6.19\|219.60\|232.02\|219.00\|1175069;2026-06-04\|237.80\|6.17\|222.11\|244.70\|222.11\|835019;2026-06-05\|221.41\|-6.89\|232.08\|241.80\|219.05\|844741;2026-06-08\|213.00\|-3.80\|210.00\|220.50\|209.00\|705983;2026-06-09\|224.40\|5.35\|216.82\|225.60\|213.36\|717055;2026-06-10\|212.27\|-5.41\|216.59\|227.98\|210.83\|685924;2026-06-11\|210.99\|-0.60\|215.00\|221.68\|205.01\|654865;2026-06-12\|217.55\|3.11\|220.50\|226.80\|214.00\|795949;2026-06-15\|239.31\|10.00\|222.47\|239.31\|215.39\|853771;2026-06-16\|249.06\|4.07\|244.00\|253.10\|235.88\|1025167;2026-06-17\|256.92\|3.16\|255.12\|266.03\|251.00\|976383;2026-06-18\|273.00\|6.26\|256.92\|277.60\|255.15\|795976;2026-06-22\|270.55\|-0.90\|273.05\|275.42\|260.00\|904511;2026-06-23\|255.02\|-5.74\|265.01\|266.99\|253.00\|721028;2026-06-24\|257.13\|0.83\|252.14\|260.97\|252.00\|579845;2026-06-25\|275.80\|7.26\|263.00\|275.99\|258.25\|791788;2026-06-26\|260.32\|-5.61\|268.00\|271.88\|256.00\|690775;2026-06-29\|249.59\|-4.12\|255.00\|259.62\|235.11\|756161;2026-06-30\|262.35\|5.11\|247.54\|268.50\|247.54\|625797;2026-07-01\|246.31\|-6.11\|262.35\|263.88\|242.72\|653224;2026-07-02\|221.68\|-10.00\|226.00\|229.89\|221.68\|843916;2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457;2026-07-10\|242.30\|-7.28\|269.37\|274.50\|240.00\|1188960;2026-07-13\|237.10\|-2.15\|237.58\|251.40\|237.00\|602203
113423	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+封装基板+拟定增+央企行业原因： 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13日公告，公司拟募集资金不超过48.82亿元，用于无锡AI算力电子电路产品项目及补充流动资金，该项目主要生产高速高密高多层PCB产品，用于AI服务器、交换机等领域。 2、据2026年6月16日投资者关系活动记录表，公司PCB业务受益于AI算力基础设施硬件需求增长，工厂产能利用率维持高位；封装基板业务因存储类、处理器芯片类基板需求拉动，产能利用率延续较高水平。 3、据2026年6月16日投资者关系活动记录表，公司广州封装基板项目FC-BGA类封装基板已实现22层及以下产品量产，24层及以上产品技术研发及打样工作按期推进。 4、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	国内IC载板龙头，已成为全球领先的无线基站射频功放PCB供应商、亚太地区主要的航空航天用PCB供应商、国内领先的处理器芯片封装基板供应商	2026-03-03\|270.95\|-6.49\|289.80\|290.95\|270.28\|99690;2026-03-04\|267.90\|-1.13\|269.00\|274.50\|265.20\|64515;2026-03-05\|268.16\|0.10\|274.80\|280.44\|265.20\|92348;2026-03-06\|263.78\|-1.63\|266.11\|268.96\|259.60\|57019;2026-03-09\|255.10\|-3.29\|250.60\|258.48\|240.66\|109483;2026-03-10\|263.66\|3.36\|260.61\|267.75\|259.00\|84764;2026-03-11\|259.60\|-1.54\|263.00\|266.90\|258.00\|77504;2026-03-12\|252.61\|-2.69\|258.00\|263.00\|249.50\|68849;2026-03-13\|250.23\|-0.94\|250.00\|256.38\|243.50\|104134;2026-03-16\|256.00\|2.31\|248.23\|256.50\|243.51\|107596;2026-03-17\|254.40\|-0.62\|263.66\|268.30\|254.00\|145604;2026-03-18\|264.93\|4.14\|259.79\|265.66\|251.08\|120279;2026-03-19\|249.99\|-5.64\|255.00\|258.10\|248.00\|113599;2026-03-20\|249.68\|-0.12\|251.82\|256.77\|248.01\|78897;2026-03-23\|233.49\|-6.48\|239.00\|241.03\|230.01\|86967;2026-03-24\|235.03\|0.66\|236.81\|236.99\|228.09\|64455;2026-03-25\|237.99\|1.26\|237.88\|246.99\|237.00\|88227;2026-03-26\|232.30\|-2.39\|236.60\|239.82\|231.78\|64590;2026-03-27\|233.18\|0.38\|226.07\|237.23\|224.00\|75796;2026-03-30\|225.58\|-3.26\|228.99\|230.19\|218.50\|104351;2026-03-31\|219.51\|-2.69\|225.17\|225.32\|217.68\|86014;2026-04-01\|231.00\|5.23\|225.80\|231.70\|223.88\|108849;2026-04-02\|219.00\|-5.19\|228.34\|229.00\|218.00\|91608;2026-04-03\|212.78\|-2.84\|220.06\|221.00\|211.00\|103330;2026-04-07\|215.92\|1.48\|214.00\|219.33\|213.45\|84064;2026-04-08\|237.51\|10.00\|222.70\|237.51\|222.33\|155389;2026-04-09\|243.00\|2.31\|237.04\|244.88\|236.00\|153479;2026-04-10\|262.03\|7.83\|245.00\|267.30\|245.00\|228835;2026-04-13\|268.69\|2.54\|259.00\|269.90\|259.00\|141789;2026-04-14\|285.77\|6.36\|272.14\|291.90\|268.78\|147089;2026-04-15\|270.93\|-5.19\|284.98\|285.00\|269.16\|142927;2026-04-16\|270.14\|-0.29\|270.86\|272.21\|266.34\|99760;2026-04-17\|283.06\|4.78\|269.45\|288.88\|266.03\|133507;2026-04-20\|287.62\|1.61\|285.83\|298.00\|285.00\|111578;2026-04-21\|295.33\|2.68\|285.00\|296.64\|282.49\|122227;2026-04-22\|301.30\|2.02\|296.82\|302.80\|293.00\|104824;2026-04-23\|301.30\|0.00\|301.40\|309.93\|294.30\|122339;2026-04-24\|301.36\|0.02\|305.00\|313.00\|293.45\|152830;2026-04-27\|321.80\|6.78\|307.39\|330.98\|307.39\|138290;2026-04-28\|314.93\|-2.13\|321.32\|321.84\|308.00\|120918;2026-04-29\|314.51\|-0.13\|308.50\|318.34\|302.00\|97424;2026-04-30\|312.50\|-0.64\|318.68\|322.75\|308.21\|102497;2026-05-06\|318.75\|2.00\|325.41\|337.77\|318.49\|119537;2026-05-07\|323.50\|1.49\|322.75\|329.00\|318.16\|85179;2026-05-08\|320.37\|-0.97\|316.66\|329.33\|315.10\|95192;2026-05-11\|333.52\|4.10\|325.40\|336.19\|313.59\|123785;2026-05-12\|329.79\|-1.12\|334.00\|339.60\|324.65\|89181;2026-05-13\|348.50\|5.67\|327.18\|350.70\|325.01\|119027;2026-05-14\|331.36\|-4.92\|349.09\|350.00\|329.33\|96631;2026-05-15\|323.25\|-2.45\|331.36\|339.39\|318.30\|98240;2026-05-18\|335.92\|3.92\|320.96\|341.55\|316.30\|102704;2026-05-19\|332.30\|-1.08\|334.00\|335.00\|315.33\|90609;2026-05-20\|333.88\|0.48\|330.99\|342.87\|327.27\|91254;2026-05-21\|343.88\|3.00\|342.00\|366.00\|342.00\|142900;2026-05-22\|378.27\|10.00\|357.63\|378.27\|357.29\|149655;2026-05-25\|400.00\|5.74\|404.02\|409.74\|387.87\|161963;2026-05-26\|419.50\|4.88\|406.00\|432.99\|394.53\|219316;2026-05-27\|396.05\|-5.59\|410.15\|418.00\|390.01\|190716;2026-05-28\|398.28\|0.56\|390.81\|403.00\|384.55\|143521;2026-05-29\|411.41\|3.92\|405.00\|425.00\|401.31\|153616;2026-06-01\|380.00\|-7.63\|412.00\|425.88\|379.86\|162448;2026-06-02\|398.80\|4.95\|386.08\|404.00\|369.00\|144410;2026-06-03\|382.00\|-4.21\|400.00\|406.70\|374.48\|211122;2026-06-04\|393.38\|2.98\|370.00\|398.00\|369.53\|154196;2026-06-05\|373.00\|-5.18\|382.01\|392.86\|370.49\|131901;2026-06-08\|369.64\|-0.90\|350.08\|393.80\|350.00\|169281;2026-06-09\|395.96\|7.12\|375.00\|399.00\|363.00\|162474;2026-06-10\|383.06\|-3.26\|392.00\|394.30\|374.50\|113558;2026-06-11\|376.16\|-1.80\|382.99\|390.88\|370.00\|97437;2026-06-12\|379.50\|0.89\|390.91\|401.59\|377.56\|108361;2026-06-15\|399.80\|5.35\|386.96\|401.33\|383.03\|134493;2026-06-16\|403.88\|1.02\|399.00\|413.63\|396.66\|158116;2026-06-17\|444.27\|10.00\|405.00\|444.27\|405.00\|120345;2026-06-18\|453.80\|2.15\|456.00\|459.00\|419.00\|195279;2026-06-22\|457.34\|0.78\|462.42\|469.52\|433.76\|175947;2026-06-23\|426.00\|-6.85\|447.81\|455.00\|419.00\|153966;2026-06-24\|431.90\|1.39\|424.87\|436.00\|412.00\|130643;2026-06-25\|455.00\|5.35\|431.99\|459.90\|425.19\|135773;2026-06-26\|433.50\|-4.73\|448.00\|448.80\|420.47\|111999;2026-06-29\|434.16\|0.15\|428.40\|453.00\|403.83\|129011;2026-06-30\|457.90\|5.47\|430.46\|469.99\|425.87\|135452;2026-07-01\|448.02\|-2.16\|459.00\|484.57\|440.50\|112640;2026-07-02\|423.10\|-5.56\|427.20\|468.29\|406.00\|161068;2026-07-03\|454.48\|7.42\|426.28\|465.41\|415.00\|176442;2026-07-06\|440.20\|-3.14\|450.00\|455.98\|426.88\|152099;2026-07-07\|412.10\|-6.38\|438.69\|443.95\|396.18\|183387;2026-07-08\|402.33\|-2.37\|413.79\|422.98\|397.00\|93145;2026-07-09\|442.56\|10.00\|420.00\|442.56\|407.19\|154991;2026-07-10\|426.00\|-3.74\|443.00\|459.80\|425.00\|130742;2026-07-13\|420.68\|-1.25\|419.99\|445.00\|419.99\|86861
113422	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：胜宏科技4月29日涨停，核心驱动为AI服务器用高阶HDI/高频高速PCB订单饱满、建滔积层板正式涨价及一季度净利增近40%；涨停缘由：公司已量产供应AI服务器所需高阶HDI、高频高速PCB；建滔积层板发布正式涨价通知，行业价格传导机制启动；一季度净利同比增长39.8%，业绩兑现能力强；资金逻辑：PCB板块主力资金连续五日净流入，胜宏科技单日成交额创阶段新高，融资余额增幅居行业前列，机构调研频次显著增加；风险提示：AI服务器需求存在阶段性波动风险；铜箔、树脂等原材料价格若反弹将压缩毛利；客户集中度较高，议价能力受限	公司已推出高阶HDI、高频高速PCB等AI服务器产品，一季度净利同比增长近40%	2026-03-03\|284.00\|-6.36\|307.11\|308.80\|283.49\|443614;2026-03-04\|286.62\|0.92\|280.11\|295.55\|278.00\|315924;2026-03-05\|284.95\|-0.58\|293.10\|299.02\|280.62\|435024;2026-03-06\|278.39\|-2.30\|282.00\|285.29\|274.91\|291425;2026-03-09\|270.04\|-3.00\|270.00\|271.81\|260.20\|328942;2026-03-10\|289.00\|7.02\|278.00\|289.99\|276.50\|396578;2026-03-11\|284.80\|-1.45\|288.99\|290.55\|283.80\|262234;2026-03-12\|280.49\|-1.51\|282.99\|285.80\|273.40\|282158;2026-03-13\|278.23\|-0.81\|275.00\|287.49\|273.88\|299279;2026-03-16\|289.05\|3.89\|278.23\|289.90\|271.50\|371890;2026-03-17\|280.00\|-3.13\|305.01\|309.04\|280.00\|499209;2026-03-18\|289.65\|3.45\|282.13\|293.00\|277.01\|436798;2026-03-19\|277.28\|-4.27\|281.00\|283.58\|276.40\|326611;2026-03-20\|278.72\|0.52\|281.00\|286.90\|277.76\|331517;2026-03-23\|261.42\|-6.21\|267.82\|269.80\|260.47\|339920;2026-03-24\|266.06\|1.77\|263.23\|266.50\|259.18\|202279;2026-03-25\|266.44\|0.14\|270.79\|271.74\|265.00\|256858;2026-03-26\|268.89\|0.92\|265.11\|274.00\|262.43\|292531;2026-03-27\|262.10\|-2.53\|261.50\|265.99\|256.88\|228332;2026-03-30\|257.28\|-1.84\|257.00\|261.00\|252.68\|221769;2026-03-31\|251.00\|-2.44\|256.00\|261.00\|250.80\|219685;2026-04-01\|257.16\|2.45\|260.00\|261.00\|254.40\|230438;2026-04-02\|257.08\|-0.03\|256.00\|263.67\|254.20\|274305;2026-04-03\|263.68\|2.57\|258.04\|269.87\|258.00\|354970;2026-04-07\|264.88\|0.46\|266.19\|271.57\|263.01\|210926;2026-04-08\|285.88\|7.93\|273.98\|285.90\|270.05\|457691;2026-04-09\|278.02\|-2.75\|280.00\|283.70\|277.30\|341554;2026-04-10\|289.77\|4.23\|281.00\|295.80\|278.99\|484517;2026-04-13\|298.15\|2.89\|285.00\|301.99\|285.00\|450794;2026-04-14\|310.00\|3.97\|299.62\|314.00\|295.70\|581666;2026-04-15\|295.44\|-4.08\|310.00\|312.79\|292.55\|456222;2026-04-16\|303.50\|2.73\|298.70\|306.50\|293.00\|400180;2026-04-17\|326.42\|7.55\|305.04\|335.00\|301.36\|666512;2026-04-20\|343.00\|5.08\|329.00\|349.79\|326.90\|544758;2026-04-21\|330.90\|-3.53\|330.00\|338.88\|325.01\|499389;2026-04-22\|342.78\|3.59\|331.00\|345.00\|326.57\|465656;2026-04-23\|331.95\|-3.16\|346.11\|348.00\|326.00\|506822;2026-04-24\|315.59\|-4.93\|325.32\|333.80\|310.46\|515921;2026-04-27\|317.40\|0.57\|318.64\|327.00\|315.59\|350620;2026-04-28\|313.06\|-1.37\|320.00\|320.78\|309.28\|283772;2026-04-29\|333.87\|6.65\|306.00\|343.10\|304.00\|625825;2026-04-30\|328.49\|-1.61\|333.00\|336.86\|326.06\|323534;2026-05-06\|325.92\|-0.78\|334.01\|338.89\|325.00\|521713;2026-05-07\|338.06\|3.72\|330.00\|340.87\|330.00\|562663;2026-05-08\|358.66\|6.09\|333.03\|367.01\|333.03\|559682;2026-05-11\|378.24\|5.46\|362.47\|383.51\|352.00\|627609;2026-05-12\|375.43\|-0.74\|377.87\|384.79\|368.88\|475037;2026-05-13\|387.40\|3.19\|370.00\|389.50\|369.88\|464645;2026-05-14\|354.83\|-8.41\|388.00\|390.00\|354.60\|747113;2026-05-15\|340.22\|-4.12\|354.83\|361.90\|336.20\|535795;2026-05-18\|346.20\|1.76\|336.60\|352.52\|336.26\|368510;2026-05-19\|336.98\|-2.66\|342.00\|343.00\|325.42\|376039;2026-05-20\|334.20\|-0.82\|336.00\|339.08\|330.10\|295416;2026-05-21\|331.40\|-0.84\|342.00\|349.43\|330.00\|472732;2026-05-22\|375.50\|13.31\|346.04\|375.50\|346.04\|801700;2026-05-25\|383.50\|2.13\|390.00\|391.01\|372.18\|721814;2026-05-26\|392.95\|2.46\|380.00\|400.00\|376.66\|695578;2026-05-27\|379.30\|-3.47\|385.88\|402.60\|376.89\|586791;2026-05-28\|375.30\|-1.05\|373.00\|378.53\|364.00\|467477;2026-05-29\|368.52\|-1.81\|378.00\|396.98\|366.50\|520885;2026-06-01\|342.35\|-7.10\|375.56\|381.68\|342.00\|495131;2026-06-02\|349.08\|1.97\|343.00\|356.31\|334.16\|420825;2026-06-03\|353.44\|1.25\|349.08\|369.15\|345.01\|535733;2026-06-04\|366.72\|3.76\|346.00\|373.30\|344.70\|513439;2026-06-05\|338.90\|-7.59\|359.84\|360.00\|336.50\|553281;2026-06-08\|314.80\|-7.11\|307.00\|325.90\|306.56\|512107;2026-06-09\|342.55\|8.82\|324.00\|343.99\|321.44\|498145;2026-06-10\|330.26\|-3.59\|338.46\|340.00\|325.42\|299185;2026-06-11\|325.48\|-1.45\|330.00\|333.00\|320.04\|268147;2026-06-12\|327.21\|0.53\|340.06\|350.00\|325.80\|374329;2026-06-15\|344.50\|5.28\|336.29\|344.81\|325.77\|379286;2026-06-16\|355.48\|3.19\|344.50\|361.74\|342.60\|469153;2026-06-17\|361.70\|1.75\|348.00\|368.10\|346.10\|444370;2026-06-18\|369.00\|2.02\|368.00\|372.58\|358.94\|451939;2026-06-22\|365.40\|-0.98\|372.00\|375.80\|354.67\|493148;2026-06-23\|338.20\|-7.44\|360.00\|360.00\|335.91\|522806;2026-06-24\|343.43\|1.55\|338.50\|345.26\|331.13\|379109;2026-06-25\|350.16\|1.96\|343.00\|355.00\|337.58\|520557;2026-06-26\|319.55\|-8.74\|340.00\|341.00\|318.98\|550552;2026-06-29\|315.37\|-1.31\|317.13\|329.00\|308.00\|330371;2026-06-30\|346.43\|9.85\|321.00\|353.00\|321.00\|582322;2026-07-01\|326.86\|-5.65\|342.97\|353.97\|325.00\|437870;2026-07-02\|306.09\|-6.35\|314.00\|324.66\|303.75\|388315;2026-07-03\|308.07\|0.65\|300.30\|318.00\|293.88\|330626;2026-07-06\|292.77\|-4.97\|305.51\|307.00\|285.00\|349880;2026-07-07\|284.92\|-2.68\|291.88\|295.20\|277.01\|280830;2026-07-08\|279.66\|-1.85\|288.00\|290.69\|277.44\|242044;2026-07-09\|296.70\|6.09\|288.00\|297.77\|277.50\|381177;2026-07-10\|272.00\|-8.32\|297.17\|305.45\|271.72\|492830;2026-07-13\|275.06\|1.13\|270.09\|281.80\|268.00\|249178
113421	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：碳酸锂价格10日涨超8%至17万元/吨，广发证券测算PET复合铜箔载体铜箔潜在市场规模达6500万平米；公司为国内电子电路铜箔核心供应商，已切入头部电池厂供应链；涨停缘由：锂电池材料成本敏感度提升，PET复合铜箔兼具降本与安全优势；宁德时代等客户验证进展顺利，2026年H1有望进入批量供货阶段；资金逻辑：资金押注新材料放量前夜，4月21日及27日连续涨停，主力净流入超2.46亿元，量能显著放大；风险提示：PET复合铜箔良率与成本控制仍处爬坡期，下游大规模应用尚需时间验证，短期存在题材炒作退潮风险	公司产品电子电路铜箔是制作覆铜板和PCB的重要基础原材料	2026-03-03\|37.45\|-1.60\|39.10\|39.45\|37.28\|436870;2026-03-04\|35.87\|-4.22\|36.71\|37.29\|35.70\|358449;2026-03-05\|35.30\|-1.59\|36.99\|37.18\|34.84\|300378;2026-03-06\|35.48\|0.51\|34.88\|35.99\|34.30\|241184;2026-03-09\|33.50\|-5.58\|34.89\|35.00\|32.05\|323166;2026-03-10\|35.69\|6.54\|34.51\|36.21\|33.81\|339601;2026-03-11\|39.40\|10.40\|36.76\|41.00\|36.10\|751586;2026-03-12\|40.20\|2.03\|42.41\|42.50\|39.55\|583559;2026-03-13\|39.28\|-2.29\|40.17\|40.69\|38.72\|320860;2026-03-16\|40.89\|4.10\|39.62\|41.41\|38.83\|423348;2026-03-17\|38.85\|-4.99\|40.85\|41.00\|38.81\|365921;2026-03-18\|39.25\|1.03\|39.46\|40.10\|31.60\|244104;2026-03-19\|36.95\|-5.86\|39.21\|39.21\|36.68\|259315;2026-03-20\|36.04\|-2.46\|37.54\|37.99\|35.98\|224224;2026-03-23\|34.35\|-4.69\|35.52\|36.65\|34.02\|267631;2026-03-24\|37.19\|8.27\|35.00\|37.30\|33.90\|343362;2026-03-25\|37.64\|1.21\|37.76\|38.43\|36.81\|266354;2026-03-26\|38.05\|1.09\|37.90\|39.50\|37.12\|274955;2026-03-27\|38.70\|1.71\|37.50\|40.35\|36.43\|310106;2026-03-30\|40.24\|3.98\|38.24\|40.74\|37.96\|331104;2026-03-31\|38.95\|-3.21\|39.97\|40.13\|38.23\|239723;2026-04-01\|39.55\|1.54\|39.90\|41.15\|39.00\|297335;2026-04-02\|38.16\|-3.51\|39.07\|39.65\|37.72\|207164;2026-04-03\|37.81\|-0.92\|38.40\|39.49\|37.80\|176074;2026-04-07\|39.50\|4.47\|38.79\|40.60\|38.26\|365170;2026-04-08\|41.19\|4.28\|40.87\|41.19\|39.31\|363748;2026-04-09\|44.99\|9.23\|40.85\|45.77\|40.60\|518804;2026-04-10\|43.76\|-2.73\|44.55\|45.22\|43.43\|416505;2026-04-13\|45.40\|3.75\|43.40\|46.10\|43.33\|443989;2026-04-14\|45.85\|0.99\|45.95\|47.48\|44.45\|446253;2026-04-15\|47.06\|2.64\|46.92\|49.00\|46.50\|464197;2026-04-16\|47.92\|1.83\|46.99\|48.18\|46.15\|285437;2026-04-17\|50.28\|4.92\|47.90\|51.47\|47.40\|406134;2026-04-20\|52.86\|5.13\|50.66\|54.27\|50.22\|387603;2026-04-21\|60.81\|15.04\|52.30\|62.68\|51.66\|549600;2026-04-22\|64.27\|5.69\|61.99\|65.82\|61.30\|479089;2026-04-23\|63.38\|-1.38\|65.56\|66.63\|61.69\|453780;2026-04-24\|60.26\|-4.92\|63.00\|63.37\|58.91\|451534;2026-04-27\|67.50\|12.01\|63.27\|69.11\|62.09\|601141;2026-04-28\|67.69\|0.28\|67.02\|70.79\|66.30\|475760;2026-04-29\|72.00\|6.37\|67.72\|73.61\|67.24\|546553;2026-04-30\|75.20\|4.44\|70.00\|76.34\|69.50\|543321;2026-05-06\|90.24\|20.00\|77.08\|90.24\|76.04\|442030;2026-05-07\|92.74\|2.77\|89.02\|94.80\|84.65\|490356;2026-05-08\|94.60\|2.01\|90.60\|97.50\|89.29\|451656;2026-05-11\|92.87\|-1.83\|94.14\|97.60\|88.70\|561254;2026-05-12\|93.88\|1.09\|92.00\|95.05\|90.82\|399156;2026-05-13\|102.16\|8.82\|92.00\|105.49\|90.20\|431117;2026-05-14\|93.88\|-8.10\|96.06\|99.68\|93.75\|477760;2026-05-15\|91.71\|-2.31\|95.12\|95.50\|89.15\|384550;2026-05-18\|96.81\|5.56\|92.40\|99.89\|90.08\|352086;2026-05-19\|100.39\|3.70\|97.03\|102.23\|96.50\|317858;2026-05-20\|109.60\|9.17\|100.00\|111.37\|97.11\|362750;2026-05-21\|98.25\|-10.36\|109.99\|111.89\|97.87\|400212;2026-05-22\|108.50\|10.43\|98.25\|112.99\|98.25\|399309;2026-05-25\|108.28\|-0.20\|110.60\|113.90\|105.19\|345281;2026-05-26\|107.32\|-0.80\|106.00\|110.00\|102.77\|333655;2026-05-27\|105.30\|-1.88\|110.99\|111.68\|103.60\|322245;2026-05-28\|119.52\|13.50\|105.97\|124.00\|103.50\|546635;2026-05-29\|125.62\|5.10\|119.59\|135.70\|118.51\|538267;2026-06-01\|128.53\|2.32\|124.00\|132.29\|118.00\|467381;2026-06-02\|127.02\|-1.17\|125.00\|128.87\|118.89\|455962;2026-06-03\|124.53\|-1.96\|120.95\|129.29\|117.20\|471448;2026-06-04\|122.31\|-1.78\|121.02\|124.61\|115.50\|365813;2026-06-05\|119.50\|-2.30\|117.73\|125.00\|115.10\|340890;2026-06-08\|123.08\|3.00\|111.58\|127.10\|111.58\|343871;2026-06-09\|136.80\|11.15\|128.00\|138.87\|125.00\|394528;2026-06-10\|137.10\|0.22\|132.58\|140.55\|129.59\|333692;2026-06-11\|133.57\|-2.57\|137.00\|139.39\|129.66\|339977;2026-06-12\|138.26\|3.51\|139.00\|148.26\|135.23\|397681;2026-06-15\|161.07\|16.50\|144.00\|162.20\|143.87\|370062;2026-06-16\|169.63\|5.31\|161.00\|178.88\|159.08\|419966;2026-06-17\|162.80\|-4.03\|166.00\|175.75\|156.80\|476453;2026-06-18\|160.90\|-1.17\|158.00\|164.90\|154.66\|357602;2026-06-22\|164.12\|2.00\|164.10\|171.58\|154.02\|421351;2026-06-23\|140.08\|-14.65\|162.00\|162.00\|138.78\|514797;2026-06-24\|144.00\|2.80\|142.88\|148.55\|141.16\|403920;2026-06-25\|152.55\|5.94\|143.00\|155.56\|140.33\|384122;2026-06-26\|155.30\|1.80\|147.07\|156.22\|143.53\|391004;2026-06-29\|139.45\|-10.21\|155.00\|161.50\|133.03\|446118;2026-06-30\|143.85\|3.16\|141.96\|146.30\|138.21\|358608;2026-07-01\|155.02\|7.76\|141.50\|164.38\|141.41\|475018;2026-07-02\|145.61\|-6.07\|145.69\|161.97\|139.80\|344887;2026-07-03\|153.10\|5.14\|147.56\|161.31\|145.57\|364002;2026-07-06\|132.30\|-13.59\|155.00\|156.44\|131.00\|414951;2026-07-07\|126.40\|-4.46\|131.04\|135.38\|124.86\|312153;2026-07-08\|118.17\|-6.51\|128.17\|131.17\|117.35\|352034;2026-07-09\|120.99\|2.39\|120.00\|121.00\|111.58\|333742;2026-07-10\|116.52\|-3.69\|121.60\|124.60\|116.16\|269971;2026-07-13\|106.52\|-8.58\|116.18\|118.00\|106.18\|236367
113420	全球最大PPE树脂产区停产，PCB材料持续涨价	电子级碳氢树脂+光刻胶+纳米材料 1、据2026年6月18日异动公告，公司电子级碳氢树脂产品应用于M6~M8级高速覆铜板领域，2025年实现营收325.97万元，子公司世名新材料营收同比增长1,096.73%；据2026年6月3日互动易，公司正持续开展向M9/M10级更高等级产品应用的配方调配与工艺优化研发储备。 2、据2026年6月9日互动易，公司光刻胶颜料分散液部分产品已通过下游用户上线验证并实现稳定出货，国内该业务仍处于“0-1”阶段；据2026年6月18日异动公告，年产5000吨LCD显示光刻胶专用纳米颜料分散液项目一期年产1500吨量产线正稳步推进。 3、据2025年年报，公司深耕纳米着色材料与功能性纳米分散体，重点布局电子化学品领域，电子UV单体产品广泛应用于PCB干膜光刻胶、阻焊油墨等领域。	公司开发的特种碳氢树脂产品主要用于5G高速覆铜板，属于M6~M8级，项目整体处于试生产中，500吨级电子级碳氢树脂已向部分下游客户送样与小批量供应	2026-03-03\|11.82\|-6.12\|12.60\|12.65\|11.80\|65318;2026-03-04\|11.62\|-1.69\|11.71\|11.89\|11.51\|49643;2026-03-05\|11.80\|1.55\|11.79\|11.96\|11.75\|30404;2026-03-06\|12.11\|2.63\|11.79\|12.11\|11.71\|32324;2026-03-09\|11.83\|-2.31\|11.90\|12.03\|11.68\|32818;2026-03-10\|12.13\|2.54\|11.90\|12.13\|11.88\|30706;2026-03-11\|12.01\|-0.99\|12.14\|12.17\|11.98\|23417;2026-03-12\|11.87\|-1.17\|12.04\|12.06\|11.85\|24592;2026-03-13\|12.12\|2.11\|11.87\|12.38\|11.82\|70659;2026-03-16\|12.51\|3.22\|12.13\|12.71\|12.10\|93403;2026-03-17\|11.98\|-4.24\|12.49\|12.54\|11.98\|58510;2026-03-18\|12.14\|1.34\|12.02\|12.16\|11.98\|33909;2026-03-19\|11.76\|-3.13\|12.02\|12.07\|11.73\|33870;2026-03-20\|11.26\|-4.25\|11.77\|11.85\|11.26\|47477;2026-03-23\|10.63\|-5.59\|11.03\|11.20\|10.50\|67901;2026-03-24\|11.04\|3.86\|10.86\|11.05\|10.63\|39469;2026-03-25\|11.06\|0.18\|11.01\|11.17\|11.00\|32998;2026-03-26\|10.86\|-1.81\|11.06\|11.15\|10.81\|28614;2026-03-27\|11.00\|1.29\|10.81\|11.10\|10.63\|36183;2026-03-30\|11.11\|1.00\|10.82\|11.11\|10.80\|37310;2026-03-31\|10.95\|-1.44\|11.11\|11.22\|10.92\|30289;2026-04-01\|11.16\|1.92\|11.00\|11.19\|11.00\|25061;2026-04-02\|11.01\|-1.34\|11.18\|11.18\|10.91\|26765;2026-04-03\|11.01\|0.00\|11.05\|11.20\|10.94\|33718;2026-04-07\|11.94\|8.45\|11.06\|12.05\|10.99\|122118;2026-04-08\|12.16\|1.84\|11.97\|12.50\|11.81\|116480;2026-04-09\|12.18\|0.16\|12.06\|12.34\|12.00\|70887;2026-04-10\|13.02\|6.90\|12.39\|13.29\|12.22\|184071;2026-04-13\|12.81\|-1.61\|12.90\|13.30\|12.73\|94589;2026-04-14\|12.89\|0.62\|12.82\|13.04\|12.65\|81614;2026-04-15\|13.08\|1.47\|12.66\|13.39\|12.12\|197159;2026-04-16\|13.50\|3.21\|13.07\|14.00\|12.80\|236644;2026-04-17\|13.91\|3.04\|13.49\|14.28\|13.30\|211275;2026-04-20\|13.85\|-0.43\|13.91\|14.26\|13.70\|159978;2026-04-21\|13.49\|-2.60\|13.74\|13.94\|13.39\|87552;2026-04-22\|13.59\|0.74\|13.38\|13.73\|13.38\|85016;2026-04-23\|13.46\|-0.96\|13.60\|13.65\|13.39\|49544;2026-04-24\|13.38\|-0.59\|13.37\|13.59\|13.35\|54522;2026-04-27\|13.38\|0.00\|13.35\|13.44\|13.25\|47742;2026-04-28\|13.17\|-1.57\|13.35\|13.48\|13.08\|53950;2026-04-29\|13.37\|1.83\|13.02\|13.46\|13.02\|44906;2026-04-30\|13.21\|-1.20\|13.37\|14.04\|13.18\|64379;2026-05-06\|13.25\|0.30\|13.25\|13.38\|13.15\|52805;2026-05-07\|13.55\|2.26\|13.30\|13.70\|13.13\|65010;2026-05-08\|13.62\|0.52\|13.50\|13.83\|13.29\|58890;2026-05-11\|13.68\|0.44\|13.62\|13.74\|13.46\|60764;2026-05-12\|13.52\|-1.17\|13.67\|13.67\|13.26\|59423;2026-05-13\|13.86\|2.51\|13.40\|13.99\|13.30\|82989;2026-05-14\|13.40\|-3.32\|13.88\|13.90\|13.35\|64589;2026-05-15\|13.35\|-0.37\|13.41\|13.80\|13.26\|46935;2026-05-18\|13.47\|0.90\|13.30\|13.77\|13.04\|66080;2026-05-19\|13.66\|1.41\|13.47\|13.70\|13.33\|46672;2026-05-20\|13.68\|0.15\|13.58\|13.76\|13.33\|63124;2026-05-21\|12.80\|-6.43\|13.73\|13.91\|12.72\|86753;2026-05-22\|13.52\|5.62\|12.85\|13.59\|12.71\|91565;2026-05-25\|13.66\|1.04\|13.65\|14.31\|13.50\|92448;2026-05-26\|13.40\|-1.90\|13.65\|13.65\|13.09\|92956;2026-05-27\|12.93\|-3.51\|13.41\|13.86\|12.82\|75027;2026-05-28\|13.17\|1.86\|12.99\|13.26\|12.73\|66414;2026-05-29\|12.23\|-7.14\|13.16\|13.51\|12.12\|85411;2026-06-01\|12.35\|0.98\|12.36\|12.56\|12.10\|47534;2026-06-02\|12.08\|-2.19\|12.34\|12.45\|11.85\|44678;2026-06-03\|11.72\|-2.98\|12.09\|12.13\|11.59\|52537;2026-06-04\|11.56\|-1.37\|11.81\|11.81\|11.34\|51567;2026-06-05\|11.61\|0.43\|11.47\|11.91\|11.01\|66588;2026-06-08\|11.13\|-4.13\|11.34\|11.72\|10.93\|73489;2026-06-09\|12.39\|11.32\|12.01\|13.36\|11.50\|483171;2026-06-10\|12.61\|1.78\|12.01\|13.01\|11.89\|399561;2026-06-11\|12.05\|-4.44\|12.37\|12.73\|11.89\|216230;2026-06-12\|11.51\|-4.48\|12.29\|12.75\|11.51\|203655;2026-06-15\|12.24\|6.34\|11.68\|12.36\|11.68\|200838;2026-06-16\|13.34\|8.99\|12.26\|13.44\|12.12\|231107;2026-06-17\|16.01\|20.02\|13.33\|16.01\|13.20\|574136;2026-06-18\|19.21\|19.99\|16.90\|19.21\|16.83\|490912;2026-06-22\|23.05\|19.99\|18.69\|23.05\|18.48\|724717;2026-06-23\|23.04\|-0.04\|21.85\|23.50\|21.66\|536850;2026-06-24\|25.04\|8.68\|23.11\|25.60\|23.06\|459146;2026-06-25\|23.94\|-4.39\|24.79\|25.09\|23.07\|381744;2026-06-26\|22.53\|-5.89\|23.34\|23.35\|20.37\|382638;2026-06-29\|22.84\|1.38\|22.44\|23.33\|20.81\|288098;2026-06-30\|23.97\|4.95\|22.67\|24.30\|21.90\|264949;2026-07-01\|22.10\|-7.80\|23.78\|25.00\|22.02\|286394;2026-07-02\|21.59\|-2.31\|21.84\|22.43\|19.60\|228009;2026-07-03\|22.21\|2.87\|21.68\|22.73\|20.71\|216051;2026-07-06\|21.60\|-2.75\|21.79\|22.58\|20.18\|210404;2026-07-07\|23.25\|7.64\|21.64\|23.25\|21.13\|253839;2026-07-08\|24.10\|3.66\|23.02\|24.58\|21.91\|343967;2026-07-09\|19.28\|-20.00\|23.86\|23.86\|19.28\|357439;2026-07-10\|17.47\|-9.39\|18.11\|18.75\|17.05\|412251;2026-07-13\|16.01\|-8.36\|17.00\|17.17\|15.60\|269713
113419	全球最大PPE树脂产区停产，PCB材料持续涨价	AI算力+PCB+定增过会 1、据2026年5月21日公告，公司2025年度向特定对象发行A股股票申请获上海证券交易所审核通过，拟募资25.30亿元用于人工智能计算HDI生产基地建设项目等，聚焦AI服务器与数据中心领域。 2、据2026年4月24日年报，公司紧抓AI算力需求机遇，AI算力相关产品收入同比增长242%，推动2025年整体营收94.94亿元、归母净利润14.73亿元，分别同比增长102.57%和343.76%；据2026年一季报，公司一季度归母净利润4.45亿元，同比增长122.16%。 3、据2026年4月24日年报，公司主营印制电路板研发、生产与销售，产品定位于中高端市场，是中国领先的高品质多层印制电路板制造商，已成功跻身头部客户AI服务器等核心供应链。	国内印制电路板领先供应商；公司已掌握100G-400G高速光模块印制电路板制作技术，也具备800G光模块PCB的技术能力和实际供货经验	2026-03-03\|80.86\|-4.83\|85.88\|86.75\|80.85\|165213;2026-03-04\|80.34\|-0.64\|79.00\|82.27\|79.00\|100434;2026-03-05\|81.00\|0.82\|82.05\|83.50\|80.21\|105336;2026-03-06\|79.62\|-1.70\|80.30\|81.10\|78.69\|83624;2026-03-09\|77.19\|-3.05\|77.27\|77.69\|73.99\|122355;2026-03-10\|81.05\|5.00\|79.48\|81.38\|79.48\|111898;2026-03-11\|80.30\|-0.93\|81.01\|82.30\|79.88\|87507;2026-03-12\|78.84\|-1.82\|79.73\|81.98\|77.70\|98488;2026-03-13\|80.74\|2.41\|77.80\|82.88\|77.72\|142258;2026-03-16\|81.41\|0.83\|81.00\|81.75\|78.80\|106859;2026-03-17\|77.55\|-4.74\|82.33\|82.99\|77.55\|110193;2026-03-18\|79.93\|3.07\|78.56\|80.47\|77.60\|97435;2026-03-19\|80.99\|1.33\|78.10\|83.23\|77.94\|152174;2026-03-20\|82.60\|1.99\|81.50\|84.97\|81.41\|199730;2026-03-23\|81.10\|-1.82\|79.30\|83.95\|78.11\|161199;2026-03-24\|87.10\|7.40\|82.80\|87.87\|81.30\|254546;2026-03-25\|86.80\|-0.34\|86.00\|88.01\|85.00\|211142;2026-03-26\|82.56\|-4.88\|85.95\|85.95\|82.20\|152470;2026-03-27\|80.68\|-2.28\|80.00\|82.42\|79.21\|107280;2026-03-30\|84.61\|4.87\|79.42\|85.73\|79.20\|168218;2026-03-31\|83.66\|-1.12\|84.35\|87.80\|83.50\|126155;2026-04-01\|84.51\|1.02\|86.18\|87.11\|83.65\|125238;2026-04-02\|81.26\|-3.85\|83.65\|83.97\|80.73\|124825;2026-04-03\|82.59\|1.64\|82.37\|84.36\|81.31\|114106;2026-04-07\|80.94\|-2.00\|82.41\|83.50\|80.60\|104621;2026-04-08\|90.58\|11.91\|84.28\|91.00\|83.78\|301048;2026-04-09\|88.99\|-1.76\|89.00\|90.80\|88.56\|175317;2026-04-10\|95.30\|7.09\|92.99\|98.48\|92.99\|330154;2026-04-13\|106.03\|11.26\|93.99\|107.58\|93.99\|384880;2026-04-14\|110.15\|3.89\|106.66\|111.42\|102.31\|343518;2026-04-15\|104.44\|-5.18\|109.45\|109.95\|103.02\|249804;2026-04-16\|105.30\|0.82\|104.43\|107.76\|102.81\|189800;2026-04-17\|110.38\|4.82\|104.73\|111.97\|104.69\|233437;2026-04-20\|108.49\|-1.71\|110.38\|111.01\|106.80\|199524;2026-04-21\|112.95\|4.11\|107.19\|113.50\|106.56\|220543;2026-04-22\|116.20\|2.88\|113.00\|117.67\|111.92\|206636;2026-04-23\|113.60\|-2.24\|116.10\|117.98\|111.59\|175687;2026-04-24\|110.22\|-2.98\|113.45\|118.49\|108.58\|198360;2026-04-27\|120.70\|9.51\|112.50\|122.59\|112.50\|255954;2026-04-28\|115.90\|-3.98\|120.00\|120.10\|114.00\|165999;2026-04-29\|114.17\|-1.49\|115.90\|119.38\|113.52\|204653;2026-04-30\|109.60\|-4.00\|116.00\|116.00\|108.04\|258102;2026-05-06\|107.45\|-1.96\|111.98\|112.00\|106.49\|309799;2026-05-07\|107.96\|0.47\|107.77\|108.66\|104.96\|318272;2026-05-08\|106.85\|-1.03\|106.02\|110.58\|104.20\|271289;2026-05-11\|105.54\|-1.23\|109.96\|109.96\|102.45\|281522;2026-05-12\|102.60\|-2.79\|105.52\|106.74\|101.57\|267456;2026-05-13\|107.49\|4.77\|101.10\|108.50\|101.05\|386933;2026-05-14\|101.11\|-5.94\|108.99\|108.99\|101.11\|285962;2026-05-15\|97.61\|-3.46\|101.01\|102.90\|96.95\|231784;2026-05-18\|106.14\|8.74\|97.00\|107.80\|96.12\|393167;2026-05-19\|104.50\|-1.55\|105.88\|105.90\|99.68\|240627;2026-05-20\|104.14\|-0.34\|106.59\|106.95\|103.01\|169722;2026-05-21\|99.25\|-4.70\|106.00\|108.55\|99.00\|293651;2026-05-22\|108.49\|9.31\|101.99\|109.75\|101.55\|407726;2026-05-25\|110.08\|1.47\|111.20\|112.58\|104.38\|476791;2026-05-26\|132.10\|20.00\|114.90\|132.10\|114.90\|771251;2026-05-27\|133.30\|0.91\|131.80\|138.00\|127.00\|654853;2026-05-28\|139.19\|4.42\|127.06\|139.93\|125.28\|535260;2026-05-29\|138.05\|-0.82\|134.92\|144.88\|133.38\|498961;2026-06-01\|123.00\|-10.90\|140.00\|140.10\|122.77\|356560;2026-06-02\|131.55\|6.95\|122.83\|135.77\|117.50\|415484;2026-06-03\|128.39\|-2.40\|131.55\|134.49\|125.50\|345299;2026-06-04\|128.60\|0.16\|125.13\|132.00\|122.49\|250285;2026-06-05\|117.85\|-7.94\|124.38\|125.38\|116.45\|286471;2026-06-08\|112.11\|-4.87\|110.00\|116.52\|106.50\|253831;2026-06-09\|124.90\|11.41\|114.79\|126.95\|113.82\|294711;2026-06-10\|116.40\|-6.81\|121.13\|122.95\|115.03\|275093;2026-06-11\|116.16\|-0.21\|115.88\|119.09\|114.33\|210042;2026-06-12\|123.65\|6.45\|120.88\|131.50\|119.92\|472866;2026-06-15\|133.16\|7.69\|126.00\|133.68\|124.05\|403984;2026-06-16\|138.96\|4.36\|133.00\|144.28\|130.05\|425307;2026-06-17\|141.07\|1.52\|136.00\|153.94\|136.00\|457078;2026-06-18\|138.50\|-1.82\|139.63\|142.48\|135.80\|327345;2026-06-22\|134.40\|-2.96\|139.99\|141.00\|130.38\|341297;2026-06-23\|126.82\|-5.64\|132.80\|133.47\|125.20\|254830;2026-06-24\|136.61\|7.72\|126.82\|139.49\|126.08\|324980;2026-06-25\|138.20\|1.16\|139.00\|140.88\|133.00\|315641;2026-06-26\|131.90\|-4.56\|135.90\|136.58\|128.58\|220499;2026-06-29\|124.22\|-5.82\|131.50\|134.76\|121.38\|225984;2026-06-30\|132.40\|6.59\|125.00\|134.99\|125.00\|239240;2026-07-01\|123.97\|-6.37\|132.57\|133.99\|121.92\|242064;2026-07-02\|115.30\|-6.99\|118.51\|122.44\|114.80\|186934;2026-07-03\|122.89\|6.58\|115.00\|125.15\|113.00\|223507;2026-07-06\|120.68\|-1.80\|121.00\|122.06\|113.11\|189182;2026-07-07\|121.96\|1.06\|118.12\|124.98\|117.81\|142465;2026-07-08\|118.00\|-3.25\|122.00\|123.00\|115.50\|129026;2026-07-09\|126.20\|6.95\|121.00\|127.61\|118.89\|188635;2026-07-10\|123.00\|-2.54\|127.99\|131.33\|122.46\|19559290;2026-07-13\|115.23\|-6.32\|119.99\|123.73\|115.01\|9077886
113418	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB铜箔+AI算力+产能扩张行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月11日互动易，公司募投项目之“年产10,000吨高精度电解铜箔项目”第二期年产5,500吨高精度电解铜箔生产车间等已完成建设，目前正在推进主要生产设备的安装、调试等相关工作；据东北证券2026年6月7日研报，预计公司2026-2028年营收分别为22.4/28.1/35.1亿元。 2、据2026年5月19日投资者关系活动记录表，公司积极推动高端铜箔产品导入AI算力产业链，研发围绕超厚铜箔、高速铜箔等领域重点布局，HVLP铜箔持续推动研发与客户认证进程；据2025年年报，公司电子电路铜箔已覆盖生益科技、鹏鼎控股、景旺电子、胜宏科技等知名企业。 3、据2026年4月24日公告，公司2026年一季度实现营收5.84亿元，同比增长62.13%，归母净利润939.09万元，同比扭亏为盈。	公司HVLP铜箔已向客户送样并在认证过程中	2026-03-03\|25.85\|-5.52\|27.52\|30.00\|25.67\|55843;2026-03-04\|25.60\|-0.97\|25.52\|26.30\|25.25\|46966;2026-03-05\|25.72\|0.47\|26.29\|26.55\|25.58\|42673;2026-03-06\|26.50\|3.03\|25.51\|26.80\|25.37\|40306;2026-03-09\|25.19\|-4.94\|25.00\|25.30\|23.95\|62417;2026-03-10\|28.97\|15.01\|25.42\|29.73\|25.42\|147047;2026-03-11\|28.94\|-0.10\|28.62\|29.48\|28.06\|129691;2026-03-12\|28.09\|-2.94\|28.41\|29.15\|27.74\|60139;2026-03-13\|27.53\|-1.99\|27.96\|28.09\|27.37\|54605;2026-03-16\|30.69\|11.48\|27.46\|30.90\|27.12\|142474;2026-03-17\|29.58\|-3.62\|30.01\|31.45\|29.20\|113129;2026-03-18\|29.38\|-0.68\|29.96\|30.46\|29.00\|77269;2026-03-19\|28.54\|-2.86\|29.09\|29.51\|28.34\|53694;2026-03-20\|27.26\|-4.48\|29.29\|29.74\|27.10\|63219;2026-03-23\|24.88\|-8.73\|26.45\|26.91\|24.68\|80867;2026-03-24\|27.13\|9.04\|26.07\|27.78\|25.23\|90535;2026-03-25\|26.92\|-0.77\|27.45\|27.92\|26.67\|63533;2026-03-26\|26.05\|-3.23\|26.80\|27.50\|25.95\|46852;2026-03-27\|26.26\|0.81\|25.50\|26.83\|24.89\|57645;2026-03-30\|26.51\|0.95\|25.65\|26.59\|25.12\|51062;2026-03-31\|24.60\|-7.20\|26.36\|26.68\|24.47\|56146;2026-04-01\|26.85\|9.15\|25.28\|28.80\|25.28\|138898;2026-04-02\|25.46\|-5.18\|26.57\|27.17\|25.18\|91721;2026-04-03\|25.53\|0.27\|26.75\|26.85\|25.18\|77696;2026-04-07\|26.75\|4.78\|25.52\|27.49\|25.52\|89181;2026-04-08\|27.77\|3.81\|27.44\|27.88\|26.69\|83007;2026-04-09\|28.00\|0.83\|27.18\|28.28\|26.77\|69506;2026-04-10\|28.87\|3.11\|28.00\|29.58\|27.65\|99540;2026-04-13\|29.89\|3.53\|28.30\|30.30\|28.30\|92729;2026-04-14\|29.60\|-0.97\|29.88\|30.28\|29.22\|70407;2026-04-15\|29.39\|-0.71\|29.60\|31.10\|29.17\|93346;2026-04-16\|29.54\|0.51\|29.39\|30.30\|29.02\|73786;2026-04-17\|29.24\|-1.02\|29.20\|29.67\|28.60\|59662;2026-04-20\|28.84\|-1.37\|29.49\|29.49\|28.72\|52564;2026-04-21\|29.76\|3.19\|28.59\|30.29\|28.29\|93686;2026-04-22\|29.81\|0.17\|29.50\|30.48\|29.40\|76176;2026-04-23\|28.64\|-3.92\|29.68\|29.89\|28.30\|55223;2026-04-24\|29.34\|2.44\|30.25\|31.99\|29.12\|123215;2026-04-27\|33.68\|14.79\|29.75\|33.83\|29.75\|181505;2026-04-28\|35.63\|5.79\|32.81\|37.75\|32.30\|218144;2026-04-29\|37.87\|6.29\|35.63\|39.45\|34.96\|187635;2026-04-30\|37.35\|-1.37\|37.60\|38.45\|36.36\|125241;2026-05-06\|42.39\|13.49\|38.86\|43.00\|37.91\|155094;2026-05-07\|41.00\|-3.28\|42.00\|42.38\|39.01\|142029;2026-05-08\|41.51\|1.24\|40.51\|42.44\|39.80\|99866;2026-05-11\|41.01\|-1.20\|41.66\|42.30\|40.60\|75134;2026-05-12\|40.44\|-1.39\|41.14\|42.10\|39.60\|80114;2026-05-13\|40.00\|-1.09\|40.60\|41.73\|39.62\|91598;2026-05-14\|38.00\|-5.00\|40.05\|40.30\|37.93\|84344;2026-05-15\|36.98\|-2.68\|38.00\|38.83\|36.65\|65996;2026-05-18\|37.10\|0.32\|36.81\|38.00\|36.11\|61348;2026-05-19\|44.52\|20.00\|36.81\|44.52\|36.24\|114927;2026-05-20\|43.40\|-2.52\|45.51\|45.98\|42.08\|145517;2026-05-21\|40.89\|-5.78\|43.41\|45.27\|40.60\|118388;2026-05-22\|46.47\|13.65\|41.40\|48.11\|41.25\|178911;2026-05-25\|45.76\|-1.53\|47.21\|48.38\|44.82\|165851;2026-05-26\|46.22\|1.01\|44.27\|48.35\|44.27\|140356;2026-05-27\|44.02\|-4.76\|46.06\|46.33\|43.10\|109463;2026-05-28\|47.20\|7.22\|43.56\|47.77\|43.18\|135448;2026-05-29\|46.24\|-2.03\|46.28\|49.90\|44.50\|147193;2026-06-01\|43.19\|-6.60\|45.03\|46.67\|43.02\|105851;2026-06-02\|43.00\|-0.44\|43.03\|44.74\|41.25\|85693;2026-06-03\|41.76\|-2.88\|42.31\|42.95\|40.90\|84969;2026-06-04\|41.70\|-0.14\|40.70\|42.41\|40.50\|74782;2026-06-05\|41.54\|-0.38\|41.29\|43.57\|40.08\|79715;2026-06-08\|39.61\|-4.65\|39.46\|41.08\|38.59\|69301;2026-06-09\|44.29\|11.82\|41.01\|44.95\|40.12\|112570;2026-06-10\|47.60\|7.47\|43.50\|51.47\|43.24\|147857;2026-06-11\|47.17\|-0.90\|47.00\|48.19\|45.76\|119086;2026-06-12\|56.60\|19.99\|47.69\|56.60\|47.36\|153795;2026-06-15\|67.92\|20.00\|61.51\|67.92\|61.51\|65497;2026-06-16\|81.50\|19.99\|78.41\|81.50\|75.70\|273231;2026-06-17\|79.89\|-1.98\|76.26\|82.00\|76.26\|193868;2026-06-18\|78.64\|-1.56\|78.29\|79.60\|76.91\|140109;2026-06-22\|77.48\|-1.48\|78.60\|79.21\|75.01\|126545;2026-06-23\|71.62\|-7.56\|75.03\|75.94\|71.00\|126722;2026-06-24\|75.50\|5.42\|71.40\|76.85\|71.40\|140812;2026-06-25\|74.88\|-0.82\|73.05\|76.30\|72.00\|115221;2026-06-26\|70.70\|-5.58\|72.37\|73.90\|69.01\|91970;2026-06-29\|67.31\|-4.79\|70.71\|71.71\|65.98\|93763;2026-06-30\|68.00\|1.03\|66.64\|68.99\|66.50\|70020;2026-07-01\|65.02\|-4.38\|66.95\|69.28\|64.49\|90535;2026-07-02\|60.80\|-6.49\|63.75\|64.99\|60.44\|70091;2026-07-03\|59.87\|-1.53\|60.71\|62.13\|59.00\|62373;2026-07-06\|55.80\|-6.80\|59.53\|61.70\|55.56\|78758;2026-07-07\|54.33\|-2.63\|56.48\|57.76\|53.50\|67118;2026-07-08\|51.70\|-4.84\|54.50\|55.50\|51.51\|58583;2026-07-09\|53.18\|2.86\|51.70\|53.49\|49.59\|69106;2026-07-10\|51.19\|-3.74\|53.18\|54.96\|51.15\|62406;2026-07-13\|47.81\|-6.60\|50.68\|51.88\|47.64\|37388
113417	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：全球最大PPE树脂产区停产推升PCB材料价格，公司高温高延伸铜箔适配AI服务器高频高速PCB需求；涨停缘由：标准铜箔广泛用于PCB制造，江西赣州龙南子公司布局高端铜箔，高温高延伸铜箔满足AI服务器高密度互连PCB要求；资金逻辑：AI服务器硬件链补涨行情启动，铜箔作为关键基材获资金关注，融资余额环比增长，量能显著放大；风险提示：铜价波动影响毛利，高端铜箔良率与客户认证进度存在不确定性，AI服务器订单放量节奏尚待观察	公司标准铜箔产品用于 PCB 制造，在江西赣州龙南设立子公司布局高端铜箔领域，可应用于AI服务器的PCB；研发的高温高延伸铜箔，可满足常规及高密度互连印刷电路板需求	2026-03-03\|46.85\|0.97\|47.60\|49.70\|46.28\|343107;2026-03-04\|43.70\|-6.72\|46.18\|47.36\|43.49\|241068;2026-03-05\|44.66\|2.20\|44.57\|45.70\|43.44\|181177;2026-03-06\|46.10\|3.22\|44.10\|47.88\|43.10\|268121;2026-03-09\|41.96\|-8.98\|44.20\|44.51\|38.80\|416425;2026-03-10\|45.45\|8.32\|43.00\|45.60\|42.50\|302921;2026-03-11\|47.60\|4.73\|45.45\|49.49\|45.45\|504478;2026-03-12\|46.36\|-2.60\|47.60\|48.00\|45.62\|305064;2026-03-13\|44.53\|-3.95\|45.78\|47.55\|44.25\|336838;2026-03-16\|43.90\|-1.41\|44.43\|44.66\|42.06\|318806;2026-03-17\|40.08\|-8.70\|43.91\|44.29\|40.01\|353880;2026-03-18\|41.06\|2.45\|40.20\|41.60\|39.41\|208419;2026-03-19\|38.90\|-5.26\|39.92\|40.80\|38.62\|197184;2026-03-20\|38.91\|0.03\|39.56\|41.34\|38.90\|231408;2026-03-23\|36.28\|-6.76\|37.40\|38.32\|36.00\|258846;2026-03-24\|37.04\|2.09\|37.30\|37.51\|35.05\|186721;2026-03-25\|40.16\|8.42\|37.44\|40.95\|37.44\|327631;2026-03-26\|40.10\|-0.15\|40.09\|41.80\|38.90\|250474;2026-03-27\|41.63\|3.82\|40.17\|43.12\|38.89\|310991;2026-03-30\|43.42\|4.30\|42.40\|44.80\|41.12\|372638;2026-03-31\|41.48\|-4.47\|42.55\|43.20\|40.80\|238874;2026-04-01\|42.78\|3.13\|42.79\|43.00\|41.49\|207472;2026-04-02\|41.66\|-2.62\|42.25\|43.40\|41.34\|174226;2026-04-03\|41.21\|-1.08\|42.35\|42.48\|40.91\|139278;2026-04-07\|42.85\|3.98\|41.21\|44.30\|41.21\|257014;2026-04-08\|45.85\|7.00\|44.38\|46.33\|43.60\|299617;2026-04-09\|45.16\|-1.50\|45.36\|46.54\|44.90\|207989;2026-04-10\|45.98\|1.82\|45.45\|46.55\|44.42\|296578;2026-04-13\|46.29\|0.67\|45.46\|46.64\|43.68\|337351;2026-04-14\|48.05\|3.80\|46.76\|48.87\|44.81\|304252;2026-04-15\|48.60\|1.14\|50.17\|50.67\|48.39\|479729;2026-04-16\|49.20\|1.23\|49.17\|49.50\|47.36\|245685;2026-04-17\|50.06\|1.75\|49.20\|50.50\|48.65\|259956;2026-04-20\|49.77\|-0.58\|50.17\|50.65\|49.15\|241645;2026-04-21\|50.94\|2.35\|49.80\|52.50\|48.80\|352750;2026-04-22\|50.50\|-0.86\|50.70\|52.35\|50.12\|267732;2026-04-23\|47.00\|-6.93\|50.52\|50.70\|46.45\|407729;2026-04-24\|46.06\|-2.00\|47.05\|47.47\|45.81\|228819;2026-04-27\|48.17\|4.58\|46.30\|48.94\|46.09\|273328;2026-04-28\|48.61\|0.91\|48.50\|49.80\|46.45\|326364;2026-04-29\|51.10\|5.12\|47.99\|51.87\|47.38\|396362;2026-04-30\|50.18\|-1.80\|50.94\|51.29\|49.23\|315360;2026-05-06\|52.27\|4.17\|50.85\|53.78\|50.62\|547879;2026-05-07\|52.06\|-0.40\|51.85\|52.75\|50.80\|295620;2026-05-08\|50.00\|-3.96\|52.00\|52.00\|49.61\|365832;2026-05-11\|47.82\|-4.36\|50.01\|50.47\|46.81\|454350;2026-05-12\|48.63\|1.69\|47.87\|49.20\|46.33\|405462;2026-05-13\|49.05\|0.86\|47.89\|51.06\|46.80\|389934;2026-05-14\|46.50\|-5.20\|49.00\|49.18\|45.88\|418718;2026-05-15\|44.71\|-3.85\|46.58\|46.96\|44.24\|276421;2026-05-18\|45.10\|0.87\|44.02\|46.45\|43.75\|210523;2026-05-19\|45.30\|0.44\|44.80\|45.50\|43.41\|195385;2026-05-20\|46.35\|2.32\|44.99\|46.85\|44.22\|238100;2026-05-21\|42.64\|-8.00\|46.58\|46.83\|42.46\|288837;2026-05-22\|44.80\|5.07\|42.70\|45.38\|42.64\|237007;2026-05-25\|44.60\|-0.45\|45.18\|46.16\|43.79\|224692;2026-05-26\|46.39\|4.01\|44.70\|46.77\|43.50\|347078;2026-05-27\|44.31\|-4.48\|46.42\|46.50\|43.83\|250275;2026-05-28\|47.07\|6.23\|44.49\|47.79\|43.52\|405659;2026-05-29\|48.75\|3.57\|47.50\|51.25\|47.50\|534625;2026-06-01\|45.80\|-6.05\|48.99\|49.43\|45.78\|397691;2026-06-02\|47.54\|3.80\|46.01\|48.31\|44.61\|347842;2026-06-03\|48.28\|1.56\|47.20\|50.24\|46.03\|371976;2026-06-04\|46.57\|-3.54\|47.16\|48.25\|46.28\|326846;2026-06-05\|45.04\|-3.29\|46.02\|47.31\|44.48\|310393;2026-06-08\|43.45\|-3.53\|42.53\|45.38\|41.50\|267133;2026-06-09\|48.96\|12.68\|44.38\|49.19\|44.02\|456892;2026-06-10\|50.80\|3.76\|48.88\|52.10\|48.23\|487234;2026-06-11\|52.15\|2.66\|50.00\|52.45\|49.52\|366804;2026-06-12\|57.87\|10.97\|53.00\|60.60\|52.76\|652528;2026-06-15\|66.79\|15.41\|59.62\|67.36\|59.00\|632965;2026-06-16\|70.90\|6.15\|67.93\|71.80\|66.00\|595715;2026-06-17\|47.45\|-3.02\|46.59\|51.15\|46.59\|957529;2026-06-18\|47.18\|-0.57\|46.50\|48.96\|45.35\|734360;2026-06-22\|47.30\|0.25\|47.01\|48.70\|45.75\|650471;2026-06-23\|42.77\|-9.58\|46.51\|46.80\|42.30\|726911;2026-06-24\|44.85\|4.86\|42.83\|45.27\|42.73\|566965;2026-06-25\|45.19\|0.76\|44.59\|46.20\|43.11\|494614;2026-06-26\|42.45\|-6.06\|44.65\|45.06\|42.08\|434346;2026-06-29\|40.49\|-4.62\|42.17\|43.78\|39.24\|442369;2026-06-30\|44.00\|8.67\|40.70\|44.51\|40.00\|475727;2026-07-01\|41.84\|-4.91\|43.99\|45.44\|41.48\|609638;2026-07-02\|40.33\|-3.61\|40.85\|42.68\|39.47\|427208;2026-07-03\|39.27\|-2.63\|40.10\|41.53\|39.16\|399205;2026-07-06\|38.26\|-2.57\|39.51\|40.88\|37.87\|345218;2026-07-07\|36.82\|-3.76\|38.17\|38.88\|36.31\|321199;2026-07-08\|35.00\|-4.94\|37.42\|37.50\|35.00\|335498;2026-07-09\|34.97\|-0.09\|35.18\|35.68\|32.90\|404354;2026-07-10\|33.61\|-3.89\|35.37\|36.80\|33.60\|44135327;2026-07-13\|31.64\|-5.86\|33.60\|33.78\|31.41\|24015088
113416	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：PCB行业龙头业绩大增，带动上游核心材料需求回暖；涨停缘由：公司感光干膜为PCB制造图形转移关键材料，下游覆铜板及PCB厂商订单回升，叠加AI服务器PCB用量提升，驱动高端干膜需求增长；资金逻辑：单日放量涨停，主力资金大幅净流入，显示资金提前布局PCB产业链复苏主线；风险提示：感光干膜进口替代进程缓慢，日韩厂商仍占主导，公司市占率提升空间受限	公司生产的感光干膜主要应用于PCB制造过程中电路设计的图形转移	2026-03-03\|51.82\|-7.17\|54.95\|55.99\|51.70\|218568;2026-03-04\|51.03\|-1.52\|50.81\|53.29\|50.00\|191652;2026-03-05\|51.58\|1.08\|52.67\|53.13\|50.85\|143813;2026-03-06\|50.75\|-1.61\|51.16\|51.99\|50.35\|116321;2026-03-09\|52.37\|3.19\|49.00\|52.98\|48.30\|200318;2026-03-10\|54.20\|3.49\|53.50\|54.37\|52.65\|134885;2026-03-11\|57.01\|5.18\|55.22\|60.88\|55.00\|306504;2026-03-12\|56.40\|-1.07\|57.14\|58.69\|55.44\|177249;2026-03-13\|52.43\|-7.04\|57.00\|57.00\|52.30\|209275;2026-03-16\|53.04\|1.16\|52.43\|54.37\|50.18\|185188;2026-03-17\|49.96\|-5.81\|54.10\|54.50\|49.85\|174597;2026-03-18\|51.14\|2.36\|50.11\|51.50\|49.41\|135733;2026-03-19\|49.93\|-2.37\|49.77\|51.45\|49.50\|129331;2026-03-20\|46.96\|-5.95\|50.17\|50.47\|46.88\|173181;2026-03-23\|43.30\|-7.79\|46.05\|46.10\|42.90\|203716;2026-03-24\|45.02\|3.97\|44.24\|45.31\|42.20\|152542;2026-03-25\|45.35\|0.73\|45.50\|46.46\|44.65\|109258;2026-03-26\|44.48\|-1.92\|45.31\|45.76\|44.18\|78096;2026-03-27\|44.35\|-0.29\|43.77\|44.98\|43.21\|72306;2026-03-30\|43.30\|-2.37\|43.80\|44.35\|43.00\|87023;2026-03-31\|42.09\|-2.79\|43.05\|44.30\|42.09\|91748;2026-04-01\|45.48\|8.05\|43.33\|45.80\|43.00\|129647;2026-04-02\|45.91\|0.95\|45.04\|47.75\|45.04\|175404;2026-04-03\|45.84\|-0.15\|46.44\|46.80\|45.28\|99634;2026-04-07\|45.86\|0.04\|46.35\|46.80\|44.80\|115915;2026-04-08\|49.33\|7.57\|46.68\|49.80\|46.58\|164118;2026-04-09\|50.68\|2.74\|48.80\|51.89\|48.47\|158070;2026-04-10\|49.35\|-2.62\|51.05\|52.18\|49.23\|179113;2026-04-13\|50.28\|1.88\|49.00\|50.68\|48.85\|113818;2026-04-14\|52.48\|4.38\|50.55\|54.41\|48.51\|216118;2026-04-15\|51.95\|-1.01\|52.58\|53.73\|51.66\|110638;2026-04-16\|54.39\|4.70\|51.34\|55.80\|51.32\|229877;2026-04-17\|65.27\|20.00\|55.63\|65.27\|54.76\|355091;2026-04-20\|68.38\|4.76\|65.27\|68.97\|64.00\|345972;2026-04-21\|69.39\|1.48\|67.90\|70.48\|67.50\|248169;2026-04-22\|69.50\|0.16\|70.00\|70.95\|68.04\|177061;2026-04-23\|67.12\|-3.42\|70.10\|70.75\|66.66\|198670;2026-04-24\|68.58\|2.18\|66.66\|69.49\|66.08\|202352;2026-04-27\|70.60\|2.95\|69.46\|74.00\|67.54\|228881;2026-04-28\|72.01\|2.00\|71.18\|73.92\|69.00\|162023;2026-04-29\|73.59\|2.19\|72.01\|74.66\|71.10\|172455;2026-04-30\|74.20\|0.83\|74.00\|74.80\|72.15\|171884;2026-05-06\|79.96\|7.76\|77.00\|83.43\|75.41\|228490;2026-05-07\|83.03\|3.84\|83.41\|85.00\|78.56\|214814;2026-05-08\|85.00\|2.37\|82.11\|85.88\|79.53\|212839;2026-05-11\|90.88\|6.92\|85.50\|92.00\|82.08\|292999;2026-05-12\|85.93\|-5.45\|90.00\|90.49\|85.33\|233204;2026-05-13\|87.19\|1.47\|84.00\|87.74\|81.90\|222890;2026-05-14\|82.50\|-5.38\|86.32\|88.50\|82.00\|178234;2026-05-15\|83.60\|1.33\|81.81\|84.60\|79.50\|232059;2026-05-18\|83.99\|0.47\|82.60\|85.98\|81.50\|187163;2026-05-19\|80.84\|-3.75\|86.01\|87.00\|77.00\|282722;2026-05-20\|85.90\|6.26\|80.58\|85.99\|78.31\|203866;2026-05-21\|82.99\|-3.39\|87.00\|92.58\|82.75\|256102;2026-05-22\|89.59\|7.95\|82.44\|90.56\|82.44\|264944;2026-05-25\|85.15\|-4.96\|88.00\|88.70\|82.00\|264065;2026-05-26\|82.01\|-3.69\|84.00\|86.02\|80.91\|182994;2026-05-27\|79.21\|-3.41\|84.00\|84.77\|78.84\|201257;2026-05-28\|80.69\|1.87\|78.95\|81.60\|78.00\|153906;2026-05-29\|76.12\|-5.66\|82.60\|82.99\|75.00\|180928;2026-06-01\|72.09\|-5.29\|76.99\|77.30\|71.29\|217073;2026-06-02\|77.28\|7.20\|72.94\|80.64\|70.00\|296958;2026-06-03\|77.96\|0.88\|76.61\|79.77\|76.00\|156349;2026-06-04\|83.36\|6.93\|77.00\|85.49\|76.50\|214210;2026-06-05\|83.08\|-0.34\|83.28\|84.43\|81.00\|195623;2026-06-08\|75.31\|-9.35\|80.00\|84.75\|74.70\|236145;2026-06-09\|84.97\|12.83\|77.00\|85.89\|75.00\|291514;2026-06-10\|81.38\|-4.22\|83.44\|84.90\|79.27\|177501;2026-06-11\|85.90\|5.55\|82.80\|88.66\|81.67\|279953;2026-06-12\|80.57\|-6.20\|87.33\|88.50\|78.70\|268016;2026-06-15\|88.34\|9.64\|82.50\|88.50\|81.30\|262662;2026-06-16\|97.00\|9.80\|88.50\|100.96\|87.59\|363071;2026-06-17\|98.40\|1.44\|93.61\|100.99\|93.01\|363213;2026-06-18\|101.50\|3.15\|100.00\|105.48\|98.52\|324339;2026-06-22\|96.80\|-4.63\|101.50\|103.35\|93.58\|361256;2026-06-23\|93.55\|-3.36\|97.00\|97.05\|91.00\|229194;2026-06-24\|100.09\|6.99\|93.00\|102.58\|92.71\|266309;2026-06-25\|117.88\|17.77\|102.00\|119.93\|100.00\|352035;2026-06-26\|115.58\|-1.95\|116.52\|122.73\|113.67\|280376;2026-06-29\|111.61\|-3.43\|119.11\|124.99\|106.54\|295850;2026-06-30\|112.00\|0.35\|110.45\|113.77\|106.50\|233852;2026-07-01\|109.06\|-2.62\|116.46\|120.00\|107.10\|303871;2026-07-02\|98.09\|-10.06\|102.85\|105.31\|97.00\|259155;2026-07-03\|94.91\|-3.24\|98.33\|99.80\|92.20\|226258;2026-07-06\|92.78\|-2.24\|95.80\|98.00\|90.00\|173624;2026-07-07\|88.90\|-4.18\|92.27\|93.34\|88.50\|156560;2026-07-08\|84.29\|-5.19\|89.50\|90.80\|83.83\|202077;2026-07-09\|90.00\|6.77\|86.50\|90.00\|84.50\|170786;2026-07-10\|82.81\|-7.99\|90.01\|92.13\|82.62\|210940;2026-07-13\|78.65\|-5.02\|82.27\|84.18\|78.10\|114369
113415	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板材料+成核剂+国产替代+业绩高增 1、据2026年4月30日年报，公司PPO树脂、高频高速阻燃剂已批量供应头部覆铜板厂商，并正扩产以满足AI算力、5G通信等下游需求。 2、据2026年4月30日年报，公司成核剂、合成水滑石技术国际先进，国内市占率持续提升，为中国石化、中国石油、中海壳牌等全球石化巨头稳定供货，国产替代加速。 3、据2026年4月30日一季报，公司一季度营收2.49亿元、同比增长13.9%，归母净利润9019万元、同比增长26.2%，业绩延续高增。	公司PPO树脂、高频高速阻燃剂已批量供应头部覆铜板厂商，并正扩产以满足AI算力、5G通信等下游需求	2026-03-03\|68.94\|-7.21\|74.59\|75.66\|67.00\|47175;2026-03-04\|67.71\|-1.78\|68.26\|70.48\|66.61\|23569;2026-03-05\|67.11\|-0.89\|69.03\|69.88\|66.20\|20983;2026-03-06\|65.85\|-1.88\|67.65\|68.20\|65.55\|15593;2026-03-09\|61.08\|-7.24\|65.58\|65.58\|59.66\|44481;2026-03-10\|62.78\|2.78\|63.00\|64.39\|61.72\|29983;2026-03-11\|61.15\|-2.60\|62.97\|64.50\|60.70\|26029;2026-03-12\|60.60\|-0.90\|61.09\|61.69\|59.50\|17657;2026-03-13\|60.68\|0.13\|60.66\|61.74\|59.80\|16269;2026-03-16\|58.44\|-3.69\|60.82\|61.10\|57.35\|30684;2026-03-17\|58.93\|0.84\|60.00\|61.28\|58.28\|31297;2026-03-18\|62.00\|5.21\|59.20\|63.20\|58.52\|26113;2026-03-19\|58.56\|-5.55\|62.47\|62.87\|58.10\|24852;2026-03-20\|56.00\|-4.37\|58.99\|59.42\|55.51\|33765;2026-03-23\|51.23\|-8.52\|55.63\|55.63\|50.47\|32337;2026-03-24\|53.00\|3.46\|52.28\|53.00\|50.66\|27164;2026-03-25\|56.06\|5.77\|54.00\|56.15\|52.39\|38108;2026-03-26\|53.64\|-4.32\|56.20\|56.22\|53.01\|18632;2026-03-27\|55.50\|3.47\|52.90\|56.48\|52.56\|15912;2026-03-30\|54.71\|-1.42\|54.25\|55.48\|53.39\|15404;2026-03-31\|53.18\|-2.80\|54.50\|55.18\|52.70\|23032;2026-04-01\|54.50\|2.48\|55.50\|55.50\|53.22\|14941;2026-04-02\|52.58\|-3.52\|54.19\|54.19\|51.56\|14623;2026-04-03\|52.64\|0.11\|52.00\|53.50\|52.00\|16090;2026-04-07\|56.89\|8.07\|53.80\|57.84\|53.37\|42586;2026-04-08\|58.48\|2.79\|58.07\|59.00\|56.51\|46515;2026-04-09\|59.20\|1.23\|58.25\|60.64\|56.56\|50496;2026-04-10\|64.40\|8.78\|60.00\|65.48\|59.21\|62741;2026-04-13\|65.76\|2.11\|64.50\|68.09\|63.80\|42782;2026-04-14\|69.17\|5.19\|65.64\|70.88\|65.64\|61364;2026-04-15\|68.23\|-1.36\|69.54\|71.00\|66.00\|43391;2026-04-16\|71.54\|4.85\|70.66\|72.50\|67.10\|52583;2026-04-17\|70.27\|-1.78\|70.83\|71.40\|67.31\|39144;2026-04-20\|68.84\|-2.04\|70.14\|70.98\|68.40\|29495;2026-04-21\|69.30\|0.67\|68.78\|70.30\|68.01\|23840;2026-04-22\|71.70\|3.46\|68.05\|72.05\|68.05\|30922;2026-04-23\|70.80\|-1.26\|71.94\|72.79\|69.00\|27416;2026-04-24\|70.36\|-0.62\|70.51\|71.50\|69.35\|19592;2026-04-27\|70.86\|0.71\|71.54\|72.48\|69.30\|29370;2026-04-28\|70.88\|0.03\|71.89\|72.38\|69.00\|28327;2026-04-29\|72.20\|1.86\|70.80\|72.98\|69.17\|44634;2026-04-30\|73.00\|1.11\|71.39\|76.66\|71.01\|41318;2026-05-06\|78.00\|6.85\|75.00\|79.37\|72.25\|63459;2026-05-07\|84.16\|7.90\|78.00\|85.78\|76.49\|62193;2026-05-08\|82.54\|-1.92\|82.82\|85.32\|82.01\|33876;2026-05-11\|82.03\|-0.62\|82.82\|84.49\|80.20\|32904;2026-05-12\|80.21\|-2.22\|82.00\|82.00\|77.00\|56360;2026-05-13\|96.25\|20.00\|78.67\|96.25\|78.67\|102059;2026-05-14\|94.19\|-2.14\|96.20\|97.18\|86.58\|104544;2026-05-15\|90.20\|-4.24\|93.00\|95.09\|88.88\|53856;2026-05-18\|91.04\|0.93\|90.20\|95.90\|87.70\|42638;2026-05-19\|93.00\|2.15\|91.15\|93.00\|87.01\|37797;2026-05-20\|99.70\|7.20\|91.80\|99.86\|90.50\|67285;2026-05-21\|91.37\|-8.36\|99.29\|99.29\|90.05\|60789;2026-05-22\|100.48\|9.97\|91.37\|104.38\|91.37\|89153;2026-05-25\|101.55\|1.06\|101.65\|103.58\|96.17\|72209;2026-05-26\|114.22\|12.48\|99.83\|114.99\|95.92\|91331;2026-05-27\|108.05\|-5.40\|112.00\|114.00\|106.00\|45804;2026-05-28\|111.29\|3.00\|108.09\|115.58\|101.51\|55074;2026-05-29\|105.86\|-4.88\|110.07\|111.67\|103.79\|42127;2026-06-01\|98.00\|-7.42\|105.80\|105.80\|93.67\|58564;2026-06-02\|100.43\|2.48\|97.30\|102.55\|95.95\|38310;2026-06-03\|109.88\|9.41\|107.21\|109.98\|100.58\|56914;2026-06-04\|77.88\|-1.19\|76.00\|80.32\|75.02\|43432;2026-06-05\|75.10\|-3.57\|75.00\|77.00\|72.18\|53951;2026-06-08\|73.00\|-2.80\|72.66\|74.75\|71.12\|37629;2026-06-09\|82.82\|13.45\|79.58\|84.99\|75.00\|91015;2026-06-10\|82.85\|0.04\|81.96\|86.00\|79.07\|67110;2026-06-11\|80.40\|-2.96\|85.57\|86.00\|78.00\|68587;2026-06-12\|79.00\|-1.74\|83.00\|83.50\|75.86\|73615;2026-06-15\|87.13\|10.29\|80.00\|88.47\|79.00\|116492;2026-06-16\|91.78\|5.34\|87.00\|94.08\|85.90\|113726;2026-06-17\|93.65\|2.04\|91.54\|99.94\|91.10\|113162;2026-06-18\|94.50\|0.91\|92.11\|95.58\|90.20\|65642;2026-06-22\|95.30\|0.85\|92.99\|95.30\|89.00\|79309;2026-06-23\|90.67\|-4.86\|97.30\|99.79\|88.25\|101906;2026-06-24\|91.60\|1.03\|89.13\|92.00\|88.00\|64593;2026-06-25\|94.70\|3.38\|91.80\|95.88\|89.55\|78599;2026-06-26\|92.00\|-2.85\|92.80\|94.80\|89.02\|65156;2026-06-29\|81.70\|-11.20\|90.36\|91.68\|79.20\|79309;2026-06-30\|84.41\|3.32\|81.59\|85.58\|80.05\|59360;2026-07-01\|82.00\|-2.86\|85.40\|86.81\|80.50\|46639;2026-07-02\|77.61\|-5.35\|80.05\|82.96\|76.05\|55645;2026-07-03\|76.25\|-1.75\|77.17\|78.60\|75.67\|44164;2026-07-06\|75.44\|-1.06\|76.70\|78.88\|71.52\|61921;2026-07-07\|75.28\|-0.21\|75.22\|76.40\|73.50\|46668;2026-07-08\|72.90\|-3.16\|75.75\|76.45\|71.50\|50374;2026-07-09\|73.50\|0.82\|73.08\|73.90\|69.10\|58696;2026-07-10\|70.50\|-4.08\|74.97\|75.75\|70.10\|4531901;2026-07-13\|64.84\|-8.03\|69.01\|71.19\|64.26\|4189295
113414	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB+可剥铜+先进封装+电磁屏蔽膜行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、公司的带载体可剥离超薄铜箔可剥铜是制备芯片封装基板、类载板的必需材料，属于先进封装范畴。据2025年7月8日互动易，公司可剥铜产品性能参数可对标竞品，相关型号陆续通过了多家下游客户的测试认证，持续获得小批量订单。 2、据2025年年度报告，公司是全球范围内极少数掌握超高屏蔽效能、极低插入损耗核心技术的厂家之一，电磁屏蔽膜市场占有率处于全球前列。 3、公司主营业务为高端电子材料的研发、生产及销售，产品包括电磁屏蔽膜、各类铜箔含可剥铜、挠性覆铜板等，广泛应用于PCB产业链。当日市场PCB、CPO等算力硬件板块表现活跃。	公司的相关铜箔产品应用于PCB，如可剥铜可用于芯片载板，RTF铜箔可用于高频高速柔性线路板等	2026-03-03\|91.20\|-6.03\|96.73\|97.88\|91.19\|22574;2026-03-04\|88.93\|-2.49\|90.44\|91.82\|87.50\|19607;2026-03-05\|89.39\|0.52\|91.50\|92.00\|87.80\|15073;2026-03-06\|89.75\|0.40\|88.62\|92.50\|87.15\|12162;2026-03-09\|86.65\|-3.45\|88.78\|88.78\|83.00\|16986;2026-03-10\|91.40\|5.48\|88.38\|92.18\|88.38\|14997;2026-03-11\|95.80\|4.81\|91.67\|101.00\|91.67\|37805;2026-03-12\|101.00\|5.43\|98.94\|104.99\|98.52\|52823;2026-03-13\|96.01\|-4.94\|99.50\|99.50\|95.55\|21748;2026-03-16\|93.42\|-2.70\|94.80\|95.98\|91.17\|17934;2026-03-17\|86.87\|-7.01\|95.03\|95.80\|86.87\|20499;2026-03-18\|87.51\|0.74\|88.16\|88.58\|86.00\|14790;2026-03-19\|86.07\|-1.65\|86.07\|88.13\|84.20\|16148;2026-03-20\|84.62\|-1.68\|87.29\|90.02\|84.29\|21543;2026-03-23\|77.03\|-8.97\|83.20\|83.99\|76.69\|20996;2026-03-24\|82.20\|6.71\|80.00\|82.67\|76.68\|17727;2026-03-25\|82.91\|0.86\|82.76\|85.90\|82.74\|16736;2026-03-26\|79.70\|-3.87\|82.56\|83.46\|79.12\|11760;2026-03-27\|82.89\|4.00\|78.55\|85.80\|77.51\|17598;2026-03-30\|83.50\|0.74\|81.81\|83.92\|81.30\|14444;2026-03-31\|81.22\|-2.73\|82.19\|84.30\|80.58\|16571;2026-04-01\|84.80\|4.41\|82.80\|86.30\|82.80\|21831;2026-04-02\|79.84\|-5.85\|85.39\|85.39\|79.08\|16019;2026-04-03\|79.79\|-0.06\|79.54\|81.84\|79.40\|9638;2026-04-07\|80.45\|0.83\|80.38\|83.89\|79.81\|13179;2026-04-08\|88.90\|10.50\|83.30\|89.27\|82.99\|24137;2026-04-09\|87.45\|-1.63\|87.53\|89.22\|87.01\|16531;2026-04-10\|88.02\|0.65\|88.01\|89.58\|86.72\|17604;2026-04-13\|90.88\|3.25\|86.90\|91.98\|86.72\|21531;2026-04-14\|92.36\|1.63\|91.87\|95.42\|90.89\|25338;2026-04-15\|90.90\|-1.58\|94.21\|94.96\|90.40\|17605;2026-04-16\|90.63\|-0.30\|90.89\|92.50\|89.84\|18850;2026-04-17\|95.19\|5.03\|90.64\|98.76\|90.36\|34891;2026-04-20\|93.54\|-1.73\|95.20\|99.88\|91.51\|38840;2026-04-21\|112.25\|20.00\|96.88\|112.25\|91.76\|94599;2026-04-22\|124.47\|10.89\|113.52\|127.19\|113.37\|96420;2026-04-23\|117.73\|-5.42\|125.00\|125.21\|115.08\|78725;2026-04-24\|119.30\|1.33\|116.80\|125.32\|113.00\|61240;2026-04-27\|138.72\|16.28\|132.00\|143.16\|132.00\|110282;2026-04-28\|141.92\|2.31\|142.09\|148.26\|134.80\|84424;2026-04-29\|137.70\|-2.97\|136.04\|149.00\|136.04\|82159;2026-04-30\|147.52\|7.13\|135.19\|150.53\|135.19\|81057;2026-05-06\|166.98\|13.19\|148.82\|176.99\|148.50\|88484;2026-05-07\|165.97\|-0.60\|166.97\|169.99\|161.11\|43155;2026-05-08\|165.10\|-0.52\|164.00\|171.88\|159.01\|53968;2026-05-11\|158.50\|-4.00\|163.27\|167.72\|152.20\|57890;2026-05-12\|157.29\|-0.76\|157.50\|159.70\|149.32\|64011;2026-05-13\|163.48\|3.94\|155.00\|166.99\|153.58\|50319;2026-05-14\|158.00\|-3.35\|163.09\|165.80\|155.01\|39291;2026-05-15\|147.96\|-6.35\|156.94\|161.00\|144.99\|50040;2026-05-18\|141.90\|-4.10\|148.66\|150.66\|140.88\|51739;2026-05-19\|142.44\|0.38\|143.00\|143.79\|134.87\|42970;2026-05-20\|143.21\|0.54\|141.00\|144.60\|136.75\|37787;2026-05-21\|138.18\|-3.51\|147.01\|154.00\|138.18\|67490;2026-05-22\|165.82\|20.00\|139.00\|165.82\|139.00\|66702;2026-05-25\|174.70\|5.36\|180.00\|180.00\|168.01\|104944;2026-05-26\|167.20\|-4.29\|172.00\|176.70\|163.50\|58919;2026-05-27\|153.88\|-7.97\|167.28\|168.88\|151.88\|59455;2026-05-28\|159.45\|3.62\|153.75\|162.48\|150.00\|61981;2026-05-29\|146.00\|-8.44\|157.00\|158.06\|142.88\|71537;2026-06-01\|138.57\|-5.09\|148.92\|153.88\|135.99\|47996;2026-06-02\|143.20\|3.34\|138.65\|146.93\|131.12\|51068;2026-06-03\|138.50\|-3.28\|140.00\|146.89\|135.57\|50316;2026-06-04\|146.44\|5.73\|135.94\|149.87\|135.30\|51121;2026-06-05\|137.68\|-5.98\|142.43\|145.77\|137.28\|29203;2026-06-08\|130.00\|-5.58\|128.10\|135.38\|128.00\|38440;2026-06-09\|147.72\|13.63\|134.10\|150.05\|131.90\|52898;2026-06-10\|160.00\|8.31\|145.99\|162.64\|144.00\|78171;2026-06-11\|178.00\|11.25\|160.00\|187.00\|160.00\|85724;2026-06-12\|191.50\|7.58\|193.00\|211.00\|182.33\|78336;2026-06-15\|227.20\|18.64\|200.10\|229.80\|200.10\|84561;2026-06-16\|231.80\|2.02\|230.00\|244.88\|224.89\|77524;2026-06-17\|232.31\|0.22\|231.90\|238.80\|221.98\|56123;2026-06-18\|236.00\|1.59\|228.13\|239.68\|224.00\|49317;2026-06-22\|253.80\|7.54\|248.00\|257.92\|236.33\|52642;2026-06-23\|229.61\|-9.53\|250.00\|250.98\|226.14\|53750;2026-06-24\|229.44\|-0.07\|229.00\|234.60\|219.00\|45563;2026-06-25\|231.46\|0.88\|230.00\|234.04\|222.00\|37993;2026-06-26\|230.12\|-0.58\|225.00\|235.74\|220.01\|38084;2026-06-29\|222.00\|-3.53\|229.01\|243.38\|209.99\|59023;2026-06-30\|249.60\|12.43\|222.00\|254.79\|221.78\|49732;2026-07-01\|270.08\|8.21\|268.00\|290.00\|257.08\|52764;2026-07-02\|229.26\|-15.11\|240.00\|260.00\|227.29\|56717;2026-07-03\|245.61\|7.13\|221.00\|256.00\|221.00\|52085;2026-07-06\|221.84\|-9.68\|250.52\|257.99\|221.02\|41936;2026-07-07\|205.88\|-7.19\|221.07\|223.12\|202.05\|43287;2026-07-08\|191.00\|-7.23\|210.00\|210.60\|190.00\|37929;2026-07-09\|206.39\|8.06\|191.97\|206.39\|186.43\|36980;2026-07-10\|193.04\|-6.47\|206.41\|209.99\|191.00\|3641516;2026-07-13\|178.38\|-7.59\|193.81\|198.00\|177.00\|2450307
113413	全球最大PPE树脂产区停产，PCB材料持续涨价	电子布涨价+AI算力+季报增长+云南国资行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据证券时报2026年6月15日报道，受益于AI算力需求拉动，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%；据2026年6月11日互动易，公司建有完善的定价机制，产品价格将结合市场需求动态管理。 2、据2026年5月13日机构调研，公司自研低介电二代玻璃纤维布已应用于AI服务器等高端设备领域；目前相关产品产能满负荷运行，在手订单储备充足，正全力推进年产3600万米高频高速电子纤维布项目建设；据2026年5月18日互动易，公司低介电玻璃纤维是制造高速、高频电路板的关键基础材料。 3、据2026年4月28日公告，公司一季度归母净利润2.70亿元，同比增长412.94%，主要系电子布产销规模扩大、产品价格上行、成本控制及产品结构优化综合作用所致。 4、公司控股股东为云天化集团，实控人为云南省国资委。	公司电子级玻璃纤维主要应用于印制电路板，拟投资16.93亿元建设3600万米高频高速电子纤维布项目，切入高端PCB材料	2026-03-03\|12.81\|-7.71\|14.15\|14.33\|12.68\|1949942;2026-03-04\|13.07\|2.03\|12.63\|13.32\|12.60\|1433328;2026-03-05\|12.96\|-0.84\|13.40\|13.48\|12.81\|1677348;2026-03-06\|12.54\|-3.24\|12.87\|12.99\|12.44\|1400437;2026-03-09\|12.51\|-0.24\|12.23\|12.60\|11.90\|1423866;2026-03-10\|12.99\|3.84\|12.70\|13.31\|12.65\|2709505;2026-03-11\|12.60\|-3.00\|13.20\|13.40\|12.55\|1819658;2026-03-12\|12.22\|-3.02\|12.42\|12.98\|12.08\|1545012;2026-03-13\|12.06\|-1.31\|12.13\|12.35\|11.75\|1554263;2026-03-16\|12.14\|0.66\|12.23\|12.25\|11.55\|1240084;2026-03-17\|11.36\|-6.42\|12.06\|12.15\|11.32\|1142646;2026-03-18\|11.80\|3.87\|11.57\|11.85\|11.39\|848110;2026-03-19\|11.29\|-4.32\|11.52\|11.68\|11.22\|753466;2026-03-20\|10.95\|-3.01\|11.49\|11.55\|10.88\|773818;2026-03-23\|10.25\|-6.39\|10.61\|10.78\|10.16\|905239;2026-03-24\|10.80\|5.37\|10.54\|10.81\|10.25\|787749;2026-03-25\|11.12\|2.96\|11.44\|11.89\|10.99\|1376702;2026-03-26\|10.94\|-1.62\|11.07\|11.32\|10.85\|710605;2026-03-27\|11.00\|0.55\|10.74\|11.18\|10.60\|629480;2026-03-30\|11.68\|6.18\|10.80\|11.95\|10.80\|1760978;2026-03-31\|11.28\|-3.42\|11.54\|11.67\|11.22\|1005727;2026-04-01\|11.83\|4.88\|12.38\|12.80\|11.68\|2103227;2026-04-02\|11.33\|-4.23\|11.59\|11.73\|11.23\|1138234;2026-04-03\|11.06\|-2.38\|11.40\|11.63\|11.00\|1001139;2026-04-07\|11.45\|3.53\|11.28\|11.91\|11.27\|1318913;2026-04-08\|12.30\|7.42\|12.17\|12.31\|11.77\|1568977;2026-04-09\|12.52\|1.79\|12.09\|12.78\|11.99\|1719215;2026-04-10\|12.78\|2.08\|12.85\|13.74\|12.78\|2495542;2026-04-13\|14.83\|16.04\|12.67\|15.15\|12.67\|3218202;2026-04-14\|14.86\|0.20\|14.10\|15.28\|14.10\|2954479;2026-04-15\|14.26\|-4.04\|14.63\|15.28\|14.20\|2037204;2026-04-16\|14.38\|0.84\|14.40\|14.58\|13.85\|1804011;2026-04-17\|14.00\|-2.64\|14.00\|14.55\|13.90\|1806774;2026-04-20\|13.87\|-0.93\|13.93\|14.29\|13.68\|1356455;2026-04-21\|14.03\|1.15\|13.88\|14.15\|13.66\|1579716;2026-04-22\|13.99\|-0.29\|13.84\|14.25\|13.53\|1421097;2026-04-23\|14.99\|7.15\|14.91\|15.48\|14.54\|2931866;2026-04-24\|14.74\|-1.67\|14.59\|15.30\|14.20\|1944200;2026-04-27\|15.43\|4.68\|14.72\|15.98\|14.71\|2127065;2026-04-28\|15.92\|3.18\|15.00\|16.80\|14.54\|2805042;2026-04-29\|17.04\|7.04\|15.60\|17.37\|15.30\|2685252;2026-04-30\|16.08\|-5.63\|16.80\|17.10\|15.72\|2221739;2026-05-06\|18.97\|17.97\|16.52\|19.28\|16.52\|2595082;2026-05-07\|19.20\|1.21\|18.88\|19.64\|18.50\|1915872;2026-05-08\|18.60\|-3.12\|18.84\|19.30\|18.31\|1632147;2026-05-11\|18.41\|-1.02\|18.90\|19.27\|17.60\|1732519;2026-05-12\|17.75\|-3.58\|18.19\|18.20\|17.05\|1928452;2026-05-13\|20.32\|14.48\|17.40\|20.58\|17.27\|2809642;2026-05-14\|19.10\|-6.00\|20.00\|20.20\|19.10\|1856959;2026-05-15\|18.71\|-2.04\|19.50\|20.36\|18.43\|2187025;2026-05-18\|18.70\|-0.05\|18.39\|19.44\|17.90\|1520501;2026-05-19\|18.70\|0.00\|18.52\|18.84\|17.67\|1273301;2026-05-20\|18.78\|0.43\|18.37\|19.45\|17.91\|1385615;2026-05-21\|17.81\|-5.17\|19.02\|19.74\|17.76\|1873542;2026-05-22\|20.49\|15.05\|17.93\|20.64\|17.90\|2854616;2026-05-25\|21.56\|5.22\|21.01\|21.83\|20.45\|2157632;2026-05-26\|22.80\|5.75\|20.81\|23.07\|20.55\|2446577;2026-05-27\|21.58\|-5.35\|22.10\|22.79\|21.32\|1610196;2026-05-28\|24.78\|14.83\|21.20\|25.00\|21.20\|2128080;2026-05-29\|23.35\|-5.77\|24.76\|24.87\|23.02\|1771335;2026-06-01\|21.36\|-8.52\|22.86\|23.00\|20.80\|1906086;2026-06-02\|23.18\|8.52\|21.28\|23.66\|20.95\|1865977;2026-06-03\|22.01\|-5.05\|22.93\|23.11\|21.60\|2090548;2026-06-04\|22.69\|3.09\|21.62\|23.30\|21.50\|1609184;2026-06-05\|21.75\|-4.14\|23.00\|23.70\|21.46\|1844223;2026-06-08\|21.98\|1.06\|20.00\|22.15\|20.00\|1505727;2026-06-09\|25.36\|15.38\|23.50\|25.40\|22.88\|2373422;2026-06-10\|25.21\|-0.59\|24.81\|25.89\|24.55\|1836460;2026-06-11\|26.45\|4.92\|25.08\|27.22\|24.30\|1950801;2026-06-12\|28.44\|7.52\|26.95\|30.31\|26.92\|2373924;2026-06-15\|34.13\|20.01\|29.45\|34.13\|29.45\|1904432;2026-06-16\|38.68\|13.33\|35.72\|39.59\|35.72\|2125701;2026-06-17\|40.23\|4.01\|37.20\|43.60\|37.18\|2406839;2026-06-18\|40.89\|1.64\|39.51\|41.78\|38.75\|1820937;2026-06-22\|41.60\|1.74\|41.20\|42.49\|39.88\|1844445;2026-06-23\|38.25\|-8.05\|41.00\|41.50\|37.84\|1737662;2026-06-24\|44.98\|17.59\|38.26\|45.90\|38.26\|2129880;2026-06-25\|47.88\|6.45\|42.95\|49.20\|42.60\|1737232;2026-06-26\|52.27\|9.17\|48.85\|54.10\|48.84\|1778775;2026-06-29\|47.82\|-8.51\|52.27\|52.27\|45.70\|2245847;2026-06-30\|46.67\|-2.40\|47.36\|48.99\|45.30\|1984956;2026-07-01\|46.75\|0.17\|48.00\|48.92\|45.68\|1689901;2026-07-02\|45.19\|-3.30\|43.50\|47.70\|42.90\|1436440;2026-07-03\|46.99\|3.98\|45.00\|50.41\|43.87\|2155540;2026-07-06\|40.66\|-13.47\|47.64\|48.53\|40.32\|2367343;2026-07-07\|40.30\|-0.89\|41.47\|42.31\|39.51\|1570707;2026-07-08\|37.16\|-7.79\|40.90\|41.75\|37.02\|1852004;2026-07-09\|38.85\|4.55\|37.91\|39.77\|36.33\|1845158;2026-07-10\|37.77\|-2.78\|40.12\|43.00\|37.50\|1979192;2026-07-13\|34.54\|-8.55\|36.41\|37.45\|34.25\|1269160
113412	全球最大PPE树脂产区停产，PCB材料持续涨价	涨停揭秘：公司2025年净利润同比大增378.65%，扣非净利增长679.35%，叠加M8级高速覆铜板在AI服务器批量应用、英伟达GTC大会催化及电子板块资金回流，驱动股价涨停；涨停缘由：2025年业绩爆发式增长；M8等级材料在AI服务器小批量量产；英伟达GTC大会召开强化算力基建预期；PCB行业景气度回升，江西N6厂产能释放；资金逻辑：主力资金借电子板块整体回暖与AI硬件产业链热度积极布局，超大单净买入显著，MACD金叉与BOLL通道突破形成技术共振；风险提示：短期涨幅较大，存在获利回吐压力；高端材料客户验证周期长，量产进度存在不确定性。	1、公司积极开展光模块产品项目开发，研究适用于200G、400G光电通信网络芯片的光模块材料开发；公司满足800G的光模块产品，主要应用到Ultra low loss级别至Extreme low loss级别的高速材料； 2、公司主营覆铜板及粘结片业务，获得健鼎科技、奥士康、景旺电子等PCB客户的认证	2026-03-03\|110.57\|-2.06\|116.68\|118.32\|110.00\|63124;2026-03-04\|107.10\|-3.14\|106.39\|110.60\|105.01\|52726;2026-03-05\|110.75\|3.41\|108.86\|115.20\|107.99\|71145;2026-03-06\|109.95\|-0.72\|110.00\|113.80\|108.00\|40528;2026-03-09\|109.25\|-0.64\|105.30\|110.46\|101.47\|47564;2026-03-10\|115.35\|5.58\|112.25\|119.28\|111.50\|49548;2026-03-11\|114.53\|-0.71\|115.00\|120.59\|113.13\|45362;2026-03-12\|118.42\|3.40\|116.82\|119.50\|113.78\|48117;2026-03-13\|133.00\|12.31\|116.16\|142.10\|114.18\|81876;2026-03-16\|139.06\|4.56\|129.10\|140.50\|122.23\|84297;2026-03-17\|128.70\|-7.45\|137.93\|138.00\|126.12\|81339;2026-03-18\|131.53\|2.20\|129.83\|135.99\|125.00\|69854;2026-03-19\|139.40\|5.98\|128.02\|148.00\|128.02\|75730;2026-03-20\|146.30\|4.95\|137.00\|155.89\|135.60\|75882;2026-03-23\|133.02\|-9.08\|140.00\|142.49\|128.94\|74466;2026-03-24\|157.00\|18.03\|137.20\|159.62\|132.00\|85477;2026-03-25\|152.00\|-3.18\|156.22\|169.99\|150.28\|93935;2026-03-26\|148.37\|-2.39\|151.50\|162.00\|147.77\|75422;2026-03-27\|138.92\|-6.37\|142.86\|146.88\|137.66\|101968;2026-03-30\|132.72\|-4.46\|135.62\|137.60\|132.50\|66047;2026-03-31\|129.78\|-2.22\|132.60\|135.59\|127.50\|64513;2026-04-01\|133.54\|2.90\|135.68\|135.98\|128.60\|65032;2026-04-02\|119.17\|-10.76\|130.00\|130.00\|117.58\|111001;2026-04-03\|123.26\|3.43\|119.10\|125.95\|117.58\|72770;2026-04-07\|128.80\|4.49\|125.51\|133.33\|124.00\|71296;2026-04-08\|130.50\|1.32\|130.00\|134.17\|123.12\|119568;2026-04-09\|134.16\|2.80\|129.94\|139.98\|128.64\|82082;2026-04-10\|136.95\|2.08\|133.00\|142.28\|132.00\|84086;2026-04-13\|142.57\|4.10\|135.70\|146.30\|134.01\|88639;2026-04-14\|159.60\|11.95\|145.05\|165.80\|142.00\|97330;2026-04-15\|162.98\|2.12\|161.90\|169.96\|156.25\|96569;2026-04-16\|154.35\|-5.30\|159.00\|160.80\|150.95\|90703;2026-04-17\|148.50\|-3.79\|153.77\|154.33\|147.90\|82106;2026-04-20\|148.95\|0.30\|150.24\|151.80\|146.28\|67386;2026-04-21\|152.61\|2.46\|147.20\|152.90\|142.00\|85988;2026-04-22\|159.94\|4.80\|150.35\|163.06\|148.00\|92934;2026-04-23\|147.12\|-8.02\|158.22\|159.79\|142.06\|87951;2026-04-24\|160.86\|9.34\|146.16\|162.95\|144.01\|96335;2026-04-27\|172.10\|6.99\|160.00\|176.00\|153.80\|80601;2026-04-28\|172.75\|0.38\|178.00\|185.97\|172.00\|80876;2026-04-29\|175.10\|1.36\|167.51\|179.93\|167.51\|70693;2026-04-30\|174.19\|-0.52\|174.60\|180.65\|167.00\|63503;2026-05-06\|188.00\|7.93\|176.62\|199.71\|175.38\|87606;2026-05-07\|190.00\|1.06\|188.00\|191.00\|181.55\|62548;2026-05-08\|183.01\|-3.68\|183.00\|188.68\|179.32\|54359;2026-05-11\|187.40\|2.57\|184.00\|188.95\|178.88\|56710;2026-05-12\|197.75\|5.52\|184.70\|199.27\|178.00\|91124;2026-05-13\|201.50\|1.90\|188.00\|205.44\|185.47\|74590;2026-05-14\|180.60\|-10.37\|201.45\|201.52\|180.00\|59784;2026-05-15\|181.50\|0.50\|181.00\|189.60\|173.44\|70542;2026-05-18\|181.95\|0.25\|177.01\|183.00\|173.50\|42089;2026-05-19\|185.50\|1.95\|181.01\|188.48\|175.63\|45742;2026-05-20\|186.95\|0.78\|184.70\|194.68\|181.45\|48113;2026-05-21\|183.00\|-2.11\|189.97\|200.00\|180.18\|58012;2026-05-22\|201.93\|10.34\|186.00\|209.70\|184.00\|92010;2026-05-25\|197.30\|-2.29\|208.00\|215.44\|192.50\|98950;2026-05-26\|202.25\|2.51\|198.91\|206.60\|187.00\|81957;2026-05-27\|216.30\|6.95\|202.50\|219.90\|196.60\|106735;2026-05-28\|233.00\|7.72\|212.72\|238.98\|210.00\|89461;2026-05-29\|239.00\|2.58\|234.66\|255.00\|226.01\|88186;2026-06-01\|216.55\|-9.39\|236.61\|236.61\|210.00\|85775;2026-06-02\|238.92\|10.33\|216.55\|242.00\|203.66\|78246;2026-06-03\|228.70\|-4.28\|234.15\|250.00\|223.02\|70435;2026-06-04\|247.00\|8.00\|220.02\|253.55\|220.02\|63560;2026-06-05\|236.10\|-4.41\|243.01\|257.90\|235.83\|65198;2026-06-08\|253.55\|7.39\|219.94\|263.80\|216.00\|84036;2026-06-09\|295.00\|16.35\|264.00\|298.79\|253.58\|92040;2026-06-10\|289.90\|-1.73\|285.01\|299.00\|278.80\|77285;2026-06-11\|305.50\|5.38\|286.00\|315.00\|278.00\|73585;2026-06-12\|297.19\|-2.72\|316.00\|342.18\|293.66\|87928;2026-06-15\|338.30\|13.83\|296.39\|339.80\|285.01\|80020;2026-06-16\|356.44\|5.36\|330.00\|375.00\|330.00\|78033;2026-06-17\|395.01\|10.82\|349.90\|409.90\|349.90\|81752;2026-06-18\|397.00\|0.50\|389.87\|399.00\|375.00\|79374;2026-06-22\|375.65\|-5.38\|393.03\|395.80\|357.74\|90390;2026-06-23\|333.00\|-11.35\|371.90\|371.90\|331.81\|81613;2026-06-24\|361.88\|8.67\|337.72\|363.00\|337.72\|75407;2026-06-25\|379.98\|5.00\|367.00\|385.53\|351.03\|69062;2026-06-26\|410.10\|7.93\|383.81\|439.82\|361.80\|84978;2026-06-29\|375.00\|-8.56\|407.00\|426.00\|358.01\|89827;2026-06-30\|380.04\|1.34\|365.00\|389.04\|358.00\|64937;2026-07-01\|360.00\|-5.27\|381.69\|400.00\|355.00\|70624;2026-07-02\|353.00\|-1.94\|341.76\|375.99\|341.76\|56333;2026-07-03\|371.22\|5.16\|349.53\|384.53\|332.10\|81292;2026-07-06\|340.12\|-8.38\|377.00\|382.00\|321.80\|80763;2026-07-07\|338.00\|-0.62\|337.61\|348.60\|330.00\|50248;2026-07-08\|319.50\|-5.47\|344.75\|353.00\|319.50\|55594;2026-07-09\|351.23\|9.93\|325.97\|351.96\|325.97\|68255;2026-07-10\|332.00\|-5.48\|353.33\|366.25\|331.00\|5469839;2026-07-13\|325.71\|-1.89\|328.00\|342.00\|324.72\|3123743

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股票代码

板块

涨停原因

涨停日期

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问财原因

eastmoney_rank

细分板块

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yuanbaoreason