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
113411	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB概念+AI服务器+玻璃芯基板行业原因： 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26日公开资料，公司专注PCB制造业长达30年以上，主要从事印制电路板PCB的研发、生产及销售，产品覆盖高多层板、HDI、高频高速板等。 2、据2025年年度报告，PCB行业增长主线已切换到AI服务器、交换机、光模块等领域，2026年景气向高端集中，公司PCB产品受益于AI服务器等高端需求。 3、据2024年年度报告，公司与华星光电联合研发的玻璃芯基板已于2024年12月在TCL全球技术创新大会首次展出，该产品为具有高密度通孔的玻璃基板制成的芯基板。	专注于中小批量、高多层、厚铜板、光电板和HDI领域的PCB企业	2026-03-03\|22.94\|-3.78\|23.99\|24.29\|22.90\|121072;2026-03-04\|22.72\|-0.96\|22.99\|23.20\|22.42\|70223;2026-03-05\|22.29\|-1.89\|22.98\|23.70\|22.05\|133612;2026-03-06\|22.54\|1.12\|22.26\|22.86\|22.01\|69219;2026-03-09\|22.12\|-1.86\|22.12\|22.23\|21.32\|64345;2026-03-10\|22.71\|2.67\|22.35\|22.74\|22.25\|48635;2026-03-11\|21.95\|-3.35\|22.80\|23.00\|21.86\|67732;2026-03-12\|21.21\|-3.37\|21.96\|22.04\|21.00\|80547;2026-03-13\|21.28\|0.33\|21.21\|21.99\|21.01\|75858;2026-03-16\|21.82\|2.54\|21.28\|22.07\|21.00\|66420;2026-03-17\|21.24\|-2.66\|21.99\|22.17\|21.12\|51484;2026-03-18\|21.34\|0.47\|21.44\|21.49\|21.09\|34503;2026-03-19\|21.00\|-1.59\|21.25\|21.25\|20.70\|59948;2026-03-20\|20.75\|-1.19\|21.13\|21.88\|20.71\|65819;2026-03-23\|19.59\|-5.59\|20.16\|20.69\|19.40\|90638;2026-03-24\|20.33\|3.78\|20.05\|20.34\|19.45\|46992;2026-03-25\|20.10\|-1.13\|20.37\|20.97\|19.91\|95312;2026-03-26\|20.20\|0.50\|20.07\|20.69\|19.96\|80333;2026-03-27\|20.19\|-0.05\|19.80\|20.36\|19.56\|61364;2026-03-30\|20.55\|1.78\|20.02\|20.65\|19.80\|49305;2026-03-31\|20.08\|-2.29\|20.52\|20.80\|20.04\|54283;2026-04-01\|20.59\|2.54\|20.35\|21.04\|20.35\|59032;2026-04-02\|20.06\|-2.57\|20.41\|20.80\|19.98\|43938;2026-04-03\|19.63\|-2.14\|20.26\|20.26\|19.60\|32326;2026-04-07\|20.16\|2.70\|19.80\|20.24\|19.55\|38554;2026-04-08\|21.05\|4.41\|20.64\|21.20\|20.54\|77709;2026-04-09\|20.84\|-1.00\|21.02\|21.02\|20.61\|39861;2026-04-10\|21.15\|1.49\|21.00\|21.39\|20.85\|48285;2026-04-13\|21.40\|1.18\|20.90\|21.45\|20.85\|53784;2026-04-14\|23.08\|7.85\|23.54\|23.54\|22.00\|255225;2026-04-15\|22.23\|-3.68\|22.87\|22.97\|22.01\|180760;2026-04-16\|22.24\|0.04\|22.45\|22.59\|22.14\|95935;2026-04-17\|22.70\|2.07\|22.10\|22.77\|22.00\|102437;2026-04-20\|22.91\|0.93\|22.70\|23.23\|22.62\|92480;2026-04-21\|23.15\|1.05\|22.66\|23.39\|22.60\|75675;2026-04-22\|23.40\|1.08\|23.14\|23.45\|22.92\|94915;2026-04-23\|22.98\|-1.79\|23.39\|23.46\|22.57\|79563;2026-04-24\|22.71\|-1.17\|22.81\|23.25\|22.41\|56093;2026-04-27\|24.98\|10.00\|22.84\|24.98\|22.84\|196530;2026-04-28\|25.15\|0.68\|25.60\|25.99\|24.75\|243888;2026-04-29\|25.12\|-0.12\|24.84\|25.40\|24.55\|153282;2026-04-30\|25.32\|0.80\|25.11\|25.77\|24.80\|115193;2026-05-06\|26.76\|5.69\|25.21\|26.89\|25.21\|204603;2026-05-07\|27.95\|4.45\|26.96\|27.99\|26.78\|162916;2026-05-08\|29.50\|5.55\|27.62\|30.18\|27.33\|201138;2026-05-11\|29.56\|0.20\|29.45\|29.77\|28.57\|160075;2026-05-12\|29.80\|0.81\|29.96\|30.28\|29.11\|121744;2026-05-13\|30.33\|1.78\|29.80\|32.23\|29.51\|206203;2026-05-14\|30.19\|-0.46\|29.98\|31.07\|29.59\|157263;2026-05-15\|29.97\|-0.73\|30.21\|30.69\|29.15\|129248;2026-05-18\|30.44\|1.57\|30.00\|30.80\|29.52\|99348;2026-05-19\|30.67\|0.76\|30.22\|31.00\|29.96\|120373;2026-05-20\|30.36\|-1.01\|30.68\|30.74\|30.06\|88519;2026-05-21\|28.93\|-4.71\|30.60\|30.99\|28.63\|158809;2026-05-22\|29.64\|2.45\|29.50\|29.99\|28.83\|116757;2026-05-25\|30.60\|3.24\|29.88\|31.03\|29.31\|124058;2026-05-26\|32.82\|7.25\|30.57\|33.66\|30.47\|282826;2026-05-27\|30.38\|-7.43\|32.28\|32.61\|29.90\|235787;2026-05-28\|30.45\|0.23\|30.03\|31.00\|29.92\|122948;2026-05-29\|29.35\|-3.61\|30.46\|30.91\|29.11\|127062;2026-06-01\|28.26\|-3.71\|29.94\|30.18\|28.09\|136646;2026-06-02\|27.78\|-1.70\|28.00\|28.46\|26.85\|118258;2026-06-03\|27.30\|-1.73\|27.58\|28.19\|26.90\|85224;2026-06-04\|26.70\|-2.20\|26.88\|27.35\|26.09\|110451;2026-06-05\|26.56\|-0.52\|26.51\|29.37\|25.36\|224483;2026-06-08\|25.99\|-2.15\|25.50\|27.32\|25.09\|157208;2026-06-09\|28.59\|10.00\|26.51\|28.59\|25.75\|286160;2026-06-10\|28.16\|-1.50\|28.14\|28.70\|27.70\|240497;2026-06-11\|28.43\|0.96\|28.14\|29.30\|27.35\|170488;2026-06-12\|27.95\|-1.69\|28.84\|28.98\|27.80\|180381;2026-06-15\|29.15\|4.29\|28.11\|29.50\|28.11\|151328;2026-06-16\|28.98\|-0.58\|29.00\|29.58\|28.49\|109475;2026-06-17\|29.78\|2.76\|28.58\|30.33\|28.51\|165206;2026-06-18\|30.32\|1.81\|29.50\|30.83\|29.10\|182879;2026-06-22\|28.90\|-4.68\|30.32\|30.62\|27.35\|213037;2026-06-23\|28.48\|-1.45\|28.60\|29.39\|27.85\|114635;2026-06-24\|28.27\|-0.74\|28.20\|29.19\|27.70\|93228;2026-06-25\|29.58\|4.63\|28.49\|30.80\|28.35\|204896;2026-06-26\|29.06\|-1.76\|29.00\|30.98\|28.02\|175627;2026-06-29\|28.40\|-2.27\|28.97\|30.45\|27.21\|166131;2026-06-30\|30.42\|7.11\|28.39\|31.24\|28.10\|249505;2026-07-01\|29.84\|-1.91\|30.40\|31.08\|29.57\|173120;2026-07-02\|29.89\|0.17\|29.20\|30.45\|28.35\|164665;2026-07-03\|29.12\|-2.58\|29.89\|30.63\|28.85\|171259;2026-07-06\|28.51\|-2.09\|29.64\|29.86\|27.52\|140568;2026-07-07\|29.22\|2.49\|28.10\|29.80\|28.04\|162437;2026-07-08\|27.61\|-5.51\|29.12\|29.28\|27.59\|139347;2026-07-09\|28.18\|2.06\|28.70\|28.86\|27.00\|177748;2026-07-10\|27.25\|-3.30\|28.26\|29.19\|27.21\|169512;2026-07-13\|26.60\|-2.39\|26.79\|27.88\|26.48\|84825
113410	全球最大PPE树脂产区停产，PCB材料持续涨价	PPO树脂+覆铜板上游+机器人行业原因： 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13日互动易，公司 PPO 产品目前产能小，良率较高，都是以产定销，满产满销，全部供应给覆铜板客户；据2026年5月26日互动易，PPO复制一条生产线扩产项目预计下半年完成建设。 2、据2026年4月29日投资者关系活动记录表，公司下游机器人客户发展迅猛，低空经济及机器人用产品占比增长较多，产品毛利率高于传统产品，带动净利润增幅远超收入增幅。 3、公司专注于高分子改性塑料的研发与生产，产品广泛应用于汽车、家用电器、低空飞行器、机器人等行业；据2026年一季报，公司归母净利润同比增长114.45%。	1、公司5G 高分子材料产品可应用于 PCB 和 FPC 相关产品，已实现小批量量产； 2、公司为我国长征五号火箭提供基于SLS工艺的3D打印轻量化材料方案，相关技术已实际应用于航天发射	2026-03-03\|10.43\|-7.21\|11.24\|11.37\|10.40\|317151;2026-03-04\|10.48\|0.48\|10.28\|10.67\|10.22\|171564;2026-03-05\|10.75\|2.58\|10.68\|10.87\|10.66\|160696;2026-03-06\|10.80\|0.47\|10.65\|10.92\|10.65\|129176;2026-03-09\|10.75\|-0.46\|10.62\|10.86\|10.43\|148948;2026-03-10\|10.92\|1.58\|10.85\|11.04\|10.84\|112412;2026-03-11\|10.71\|-1.92\|10.94\|11.00\|10.65\|135034;2026-03-12\|10.65\|-0.56\|10.77\|10.91\|10.59\|136100;2026-03-13\|10.51\|-1.31\|10.53\|10.75\|10.45\|125408;2026-03-16\|10.65\|1.33\|10.50\|10.68\|10.41\|139767;2026-03-17\|10.53\|-1.13\|10.74\|11.08\|10.53\|199187;2026-03-18\|10.67\|1.33\|10.62\|10.69\|10.45\|129290;2026-03-19\|10.22\|-4.22\|10.50\|10.56\|10.15\|184133;2026-03-20\|9.90\|-3.13\|10.25\|10.33\|9.90\|156713;2026-03-23\|9.27\|-6.36\|9.65\|9.86\|9.17\|201638;2026-03-24\|9.67\|4.32\|9.50\|9.69\|9.29\|148291;2026-03-25\|9.78\|1.14\|9.70\|9.95\|9.68\|116905;2026-03-26\|10.30\|5.32\|9.78\|10.53\|9.70\|365988;2026-03-27\|10.12\|-1.75\|10.20\|10.20\|9.97\|227091;2026-03-30\|9.91\|-2.08\|9.97\|9.97\|9.61\|182771;2026-03-31\|9.66\|-2.52\|9.90\|9.96\|9.66\|117903;2026-04-01\|9.83\|1.76\|9.85\|9.93\|9.75\|120630;2026-04-02\|9.60\|-2.34\|9.83\|9.88\|9.52\|109844;2026-04-03\|9.38\|-2.29\|9.60\|9.66\|9.36\|88347;2026-04-07\|9.71\|3.52\|9.45\|9.97\|9.44\|149179;2026-04-08\|10.03\|3.30\|9.97\|10.05\|9.80\|164464;2026-04-09\|9.77\|-2.59\|9.93\|9.99\|9.75\|123976;2026-04-10\|9.83\|0.61\|9.86\|10.02\|9.83\|109353;2026-04-13\|10.01\|1.83\|9.73\|10.01\|9.72\|114370;2026-04-14\|10.47\|4.60\|10.14\|10.57\|10.10\|299360;2026-04-15\|10.32\|-1.43\|10.62\|10.62\|10.28\|163387;2026-04-16\|10.96\|6.20\|10.32\|11.05\|10.26\|302150;2026-04-17\|11.34\|3.47\|10.85\|11.37\|10.81\|305649;2026-04-20\|11.34\|0.00\|11.23\|11.43\|11.08\|210260;2026-04-21\|11.40\|0.53\|11.34\|11.42\|11.21\|182100;2026-04-22\|11.56\|1.40\|11.39\|11.69\|11.30\|259791;2026-04-23\|11.17\|-3.37\|11.54\|11.61\|11.17\|258999;2026-04-24\|11.09\|-0.72\|11.18\|11.26\|10.95\|176297;2026-04-27\|11.17\|0.72\|11.09\|11.22\|10.84\|143215;2026-04-28\|10.92\|-2.24\|11.12\|11.19\|10.86\|117850;2026-04-29\|11.16\|2.20\|10.90\|11.29\|10.90\|133773;2026-04-30\|11.23\|0.63\|11.17\|11.42\|11.15\|132087;2026-05-06\|11.54\|2.76\|11.37\|11.68\|11.36\|214070;2026-05-07\|11.53\|-0.09\|11.55\|11.60\|11.44\|146692;2026-05-08\|11.68\|1.30\|11.45\|11.79\|11.44\|187010;2026-05-11\|11.69\|0.09\|11.68\|11.77\|11.53\|185741;2026-05-12\|11.41\|-2.40\|11.70\|11.71\|11.35\|183898;2026-05-13\|11.74\|2.89\|11.38\|11.91\|11.28\|268792;2026-05-14\|12.75\|8.60\|12.37\|13.28\|12.37\|866325;2026-05-15\|12.28\|-3.69\|12.66\|12.85\|12.20\|547886;2026-05-18\|12.25\|-0.24\|12.16\|12.57\|12.00\|306360;2026-05-19\|12.48\|1.88\|12.61\|13.15\|12.16\|409593;2026-05-20\|12.17\|-2.48\|12.40\|12.43\|12.07\|255543;2026-05-21\|11.67\|-4.11\|12.20\|12.42\|11.60\|321054;2026-05-22\|13.38\|14.65\|11.71\|13.38\|11.50\|727694;2026-05-25\|13.42\|0.30\|13.38\|13.60\|13.18\|448009;2026-05-26\|13.25\|-1.27\|13.36\|13.57\|12.96\|333530;2026-05-27\|14.14\|6.72\|13.69\|14.88\|13.47\|860502;2026-05-28\|14.42\|1.98\|14.30\|14.53\|13.80\|700519;2026-05-29\|13.88\|-3.74\|14.40\|14.74\|13.50\|606188;2026-06-01\|13.38\|-3.60\|13.80\|14.00\|13.21\|385050;2026-06-02\|14.19\|6.05\|13.38\|14.40\|13.16\|569404;2026-06-03\|14.32\|0.92\|14.05\|15.30\|13.96\|714548;2026-06-04\|14.57\|1.75\|14.22\|14.71\|13.92\|514984;2026-06-05\|14.78\|1.44\|14.33\|15.00\|13.62\|564831;2026-06-08\|14.11\|-4.53\|14.02\|15.14\|14.01\|576902;2026-06-09\|16.93\|19.99\|15.88\|16.93\|15.20\|1077694;2026-06-10\|16.95\|0.12\|17.98\|18.27\|16.73\|1267215;2026-06-11\|16.12\|-4.90\|16.81\|17.19\|15.86\|913023;2026-06-12\|15.33\|-4.90\|16.18\|16.76\|15.29\|683821;2026-06-15\|16.76\|9.33\|15.58\|17.15\|15.47\|688498;2026-06-16\|17.40\|3.82\|16.60\|17.58\|16.50\|799123;2026-06-17\|17.51\|0.63\|17.00\|17.77\|16.85\|714666;2026-06-18\|18.26\|4.28\|17.51\|18.88\|17.01\|832566;2026-06-22\|17.62\|-3.50\|18.63\|19.08\|17.10\|777137;2026-06-23\|17.68\|0.34\|17.20\|18.05\|16.85\|547008;2026-06-24\|17.33\|-1.98\|17.12\|17.61\|16.75\|455174;2026-06-25\|16.51\|-4.73\|17.04\|17.04\|15.69\|594326;2026-06-26\|15.45\|-6.42\|16.40\|16.40\|15.31\|474902;2026-06-29\|15.12\|-2.14\|16.17\|16.32\|14.71\|475862;2026-06-30\|16.07\|6.28\|15.12\|16.43\|14.82\|396828;2026-07-01\|16.88\|5.04\|16.33\|17.60\|16.30\|584439;2026-07-02\|17.56\|4.03\|16.40\|18.10\|16.04\|682620;2026-07-03\|16.73\|-4.73\|17.25\|17.90\|16.71\|471784;2026-07-06\|15.86\|-5.20\|16.70\|16.98\|15.59\|393522;2026-07-07\|15.91\|0.32\|15.72\|16.36\|15.46\|305989;2026-07-08\|15.20\|-4.46\|15.76\|15.88\|14.81\|303303;2026-07-09\|15.20\|0.00\|15.22\|15.41\|14.41\|318070;2026-07-10\|14.53\|-3.77\|15.20\|15.42\|14.52\|317550;2026-07-13\|14.43\|-0.69\|14.46\|14.65\|14.11\|203245
113409	全球最大PPE树脂产区停产，PCB材料持续涨价	特种纤维布+风电叶片+央企行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月16日互动易，公司特种纤维布产品均完成国内外头部客户的认证并实现批量供货；据2026年4月7日机构调研，泰山玻纤研发布局特种纤维产品已有8年，目前产品类别覆盖4种全品类并完成头部客户认证和批量供应的只有泰山玻纤，总规划超过1亿米。 2、据2026年6月24日发行保荐书，风电叶片领域，公司子公司中材叶片2025年全年销售风电叶片36GW，市场占有率保持全球第一。 3、据2026年6月24日募集说明书，截至2025年12月31日，中国建材股份直接持有公司60.24%股份，为公司的控股股东；中国建材集团为中材科技的实际控制人。	1、公司自主研发的第一代低介电产品，已成功应用于高端 PCB 领域； 2、全资子公司泰山玻纤专业从事玻璃纤维及其制品的研发、制造及销售，拥有超140万吨的玻璃纤维年产能，在玻璃纤维配方、大型玻纤池窑设计、窑炉纯氧燃烧技术等方面拥有核心自主知识产权，居世界领先水平	2026-03-03\|46.83\|-7.89\|51.15\|51.33\|46.61\|586781;2026-03-04\|46.65\|-0.38\|46.00\|47.89\|46.00\|295743;2026-03-05\|46.95\|0.64\|47.89\|48.73\|46.44\|359884;2026-03-06\|44.99\|-4.17\|46.56\|46.89\|44.78\|422649;2026-03-09\|44.60\|-0.87\|43.33\|44.85\|42.00\|471289;2026-03-10\|46.71\|4.73\|45.67\|47.11\|45.60\|453096;2026-03-11\|46.08\|-1.35\|46.72\|47.57\|45.92\|331670;2026-03-12\|46.01\|-0.15\|45.87\|47.08\|44.90\|336905;2026-03-13\|45.98\|-0.07\|46.00\|47.00\|45.11\|456380;2026-03-16\|45.53\|-0.98\|46.50\|46.66\|43.63\|461948;2026-03-17\|42.51\|-6.63\|45.90\|46.00\|42.47\|448295;2026-03-18\|44.01\|3.53\|43.15\|44.07\|42.16\|346496;2026-03-19\|41.94\|-4.70\|42.86\|43.10\|41.67\|319071;2026-03-20\|41.54\|-0.95\|42.47\|42.98\|41.30\|375472;2026-03-23\|39.04\|-6.02\|40.54\|41.17\|38.90\|425074;2026-03-24\|40.30\|3.23\|39.90\|40.69\|38.45\|349609;2026-03-25\|41.19\|2.21\|41.00\|42.58\|40.90\|363084;2026-03-26\|40.41\|-1.89\|41.20\|41.96\|40.29\|286534;2026-03-27\|40.08\|-0.82\|39.62\|40.71\|38.80\|309202;2026-03-30\|40.85\|1.92\|39.65\|41.29\|39.11\|351984;2026-03-31\|39.27\|-3.87\|40.49\|40.78\|39.11\|281041;2026-04-01\|41.17\|4.84\|41.58\|42.80\|40.91\|450337;2026-04-02\|39.52\|-4.01\|41.17\|41.29\|39.13\|266604;2026-04-03\|39.72\|0.51\|39.91\|40.95\|39.68\|283310;2026-04-07\|40.67\|2.39\|39.98\|41.48\|39.80\|334457;2026-04-08\|43.73\|7.52\|42.18\|43.78\|41.73\|533849;2026-04-09\|43.09\|-1.46\|42.86\|43.86\|42.60\|321901;2026-04-10\|45.58\|5.78\|43.80\|46.38\|43.71\|583640;2026-04-13\|50.14\|10.00\|45.00\|50.14\|45.00\|639829;2026-04-14\|51.70\|3.11\|50.53\|51.93\|49.14\|832143;2026-04-15\|48.51\|-6.17\|50.70\|51.88\|47.99\|754519;2026-04-16\|48.85\|0.70\|48.76\|50.16\|48.03\|508442;2026-04-17\|49.30\|0.92\|48.24\|50.38\|47.73\|557821;2026-04-20\|49.29\|-0.02\|49.38\|51.30\|49.00\|527669;2026-04-21\|50.73\|2.92\|49.30\|51.19\|49.30\|514540;2026-04-22\|51.73\|1.97\|50.60\|51.81\|49.88\|552113;2026-04-23\|53.12\|2.69\|52.70\|55.30\|52.40\|760744;2026-04-24\|52.52\|-1.13\|52.00\|53.40\|50.86\|443825;2026-04-27\|52.07\|-0.86\|53.56\|54.24\|51.80\|447717;2026-04-28\|53.38\|2.52\|52.15\|54.93\|51.01\|538013;2026-04-29\|56.90\|6.59\|52.75\|57.58\|52.66\|581743;2026-04-30\|55.17\|-3.04\|57.01\|57.23\|53.51\|485406;2026-05-06\|60.69\|10.01\|56.21\|60.69\|56.21\|454719;2026-05-07\|63.18\|4.10\|62.95\|63.85\|60.52\|591766;2026-05-08\|62.40\|-1.23\|62.36\|64.93\|61.18\|395113;2026-05-11\|63.08\|1.09\|63.40\|63.93\|60.52\|478177;2026-05-12\|65.99\|4.61\|63.06\|66.76\|60.60\|610311;2026-05-13\|66.91\|1.39\|64.30\|67.88\|62.59\|566095;2026-05-14\|68.79\|2.81\|66.92\|71.90\|65.02\|597648;2026-05-15\|64.78\|-5.83\|68.79\|70.10\|64.04\|635742;2026-05-18\|65.64\|1.33\|63.73\|67.91\|63.25\|420354;2026-05-19\|64.28\|-2.07\|65.34\|65.90\|62.04\|379832;2026-05-20\|65.21\|1.45\|64.13\|66.19\|62.82\|311171;2026-05-21\|64.80\|-0.63\|66.44\|69.46\|64.68\|456767;2026-05-22\|71.28\|10.00\|65.00\|71.28\|65.00\|496373;2026-05-25\|74.88\|5.05\|73.00\|75.62\|71.06\|466444;2026-05-26\|74.24\|-0.85\|73.99\|77.06\|72.61\|511808;2026-05-27\|70.75\|-4.70\|75.06\|75.29\|70.21\|438431;2026-05-28\|76.51\|8.14\|70.80\|76.95\|70.80\|508052;2026-05-29\|71.15\|-6.48\|75.73\|75.73\|70.50\|462307;2026-06-01\|64.04\|-9.99\|72.40\|72.40\|64.04\|612649;2026-06-02\|65.43\|2.17\|63.24\|65.73\|60.60\|684041;2026-06-03\|63.62\|-2.77\|64.25\|67.31\|62.28\|711578;2026-06-04\|63.80\|0.28\|62.81\|64.45\|61.52\|462536;2026-06-05\|62.73\|-1.68\|62.80\|66.35\|60.93\|539437;2026-06-08\|58.80\|-6.26\|59.25\|61.79\|57.80\|491005;2026-06-09\|64.68\|10.00\|61.13\|64.68\|60.80\|455925;2026-06-10\|62.80\|-2.91\|64.68\|65.55\|61.87\|545132;2026-06-11\|63.88\|1.72\|62.47\|65.00\|60.76\|531530;2026-06-12\|61.92\|-3.07\|65.87\|67.46\|61.92\|647349;2026-06-15\|68.11\|10.00\|64.26\|68.11\|62.32\|555423;2026-06-16\|74.92\|10.00\|70.90\|74.92\|70.90\|547085;2026-06-17\|82.41\|10.00\|76.26\|82.41\|75.76\|825743;2026-06-18\|80.55\|-2.26\|82.25\|82.80\|78.20\|718755;2026-06-22\|84.32\|4.68\|81.95\|85.42\|79.37\|742310;2026-06-23\|76.80\|-8.92\|83.25\|83.57\|75.89\|593065;2026-06-24\|84.48\|10.00\|76.99\|84.48\|76.99\|636951;2026-06-25\|92.93\|10.00\|87.04\|92.93\|85.00\|378532;2026-06-26\|97.67\|5.10\|95.19\|102.22\|94.78\|891848;2026-06-29\|90.50\|-7.34\|99.00\|99.58\|87.90\|952297;2026-06-30\|90.00\|-0.55\|90.00\|93.80\|87.76\|565316;2026-07-01\|88.70\|-1.44\|93.00\|94.20\|87.77\|450080;2026-07-02\|82.22\|-7.31\|84.30\|86.80\|81.59\|463584;2026-07-03\|85.09\|3.49\|80.81\|89.78\|80.33\|472116;2026-07-06\|76.58\|-10.00\|84.47\|85.96\|76.58\|478792;2026-07-07\|74.30\|-2.98\|77.18\|79.89\|72.42\|451493;2026-07-08\|72.74\|-2.10\|75.32\|78.69\|72.06\|457697;2026-07-09\|74.75\|2.76\|74.92\|76.17\|70.01\|539088;2026-07-10\|70.89\|-5.16\|74.74\|78.08\|70.50\|523037;2026-07-13\|68.25\|-3.72\|69.48\|71.68\|67.42\|339532
113408	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB化学品+AI算力+股权激励行业原因： 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4月15日公告，公司作为国内PCB化学品龙头，充分受益于AI及高性能计算发展，PCB化学品业务2025年营收占比达70.24%，连续三年高速增长。 2、据2026年6月2日互动易，子公司东硕科技研发的IC封装基板专用酸铜添加剂已通过多家客户验证并批量应用，打破国外垄断，适用于高端电镀需求；据2025年年报，高速光模块键合剂已通过1.6T性能测试，产品终端覆盖人工智能等产业链。 3、据2026年6月13日公告，公司2026年第二次临时股东会审议通过了《2026年限制性股票激励计划》，有助于激发管理层及核心员工积极性；据2026年一季报，公司一季度归母净利润4114.51万元，同比增长63.19%。	1、国内PCB化学品的领先厂商；公司主要产品包括PCB化学品，PCB化学品的功能主要应用于集成电路互连技术； 2、消息称公司在硫化锂的生产上选择了固态和固相合成的干法路线，已在下游固态电池客户中处于领先地位	2026-03-03\|20.74\|-6.58\|22.31\|22.38\|20.70\|225862;2026-03-04\|20.95\|1.01\|20.32\|21.29\|20.32\|156425;2026-03-05\|21.15\|0.95\|21.35\|21.58\|20.89\|113668;2026-03-06\|20.93\|-1.04\|21.03\|21.21\|20.86\|105543;2026-03-09\|20.33\|-2.87\|20.51\|20.59\|19.60\|232132;2026-03-10\|20.82\|2.41\|20.66\|21.02\|20.59\|131334;2026-03-11\|21.05\|1.10\|20.84\|21.48\|20.80\|136897;2026-03-12\|20.61\|-2.09\|21.01\|21.01\|20.34\|122885;2026-03-13\|20.60\|-0.05\|20.43\|21.25\|20.40\|146019;2026-03-16\|21.00\|1.94\|20.55\|21.00\|20.40\|132925;2026-03-17\|19.93\|-5.10\|21.00\|21.15\|19.90\|174984;2026-03-18\|19.94\|0.05\|19.99\|20.08\|19.53\|128479;2026-03-19\|18.92\|-5.12\|19.59\|19.63\|18.90\|169414;2026-03-20\|18.51\|-2.17\|18.98\|19.17\|18.47\|122461;2026-03-23\|17.47\|-5.62\|18.00\|18.48\|17.40\|161104;2026-03-24\|17.82\|2.00\|17.82\|17.96\|17.03\|130508;2026-03-25\|18.10\|1.57\|17.94\|18.26\|17.87\|110314;2026-03-26\|18.28\|0.99\|18.05\|18.66\|17.96\|128569;2026-03-27\|18.79\|2.79\|18.01\|18.91\|18.00\|129108;2026-03-30\|18.72\|-0.37\|18.58\|18.94\|18.35\|88169;2026-03-31\|17.87\|-4.54\|18.75\|18.76\|17.83\|158950;2026-04-01\|18.15\|1.57\|18.28\|18.28\|17.95\|87879;2026-04-02\|17.19\|-5.29\|17.71\|17.87\|17.07\|172120;2026-04-03\|16.51\|-3.96\|17.25\|17.39\|16.41\|130529;2026-04-07\|17.04\|3.21\|16.75\|17.18\|16.75\|112933;2026-04-08\|17.60\|3.29\|17.36\|17.60\|17.32\|93214;2026-04-09\|17.39\|-1.19\|17.40\|17.54\|17.29\|64753;2026-04-10\|18.05\|3.80\|17.50\|18.25\|17.49\|128725;2026-04-13\|18.92\|4.82\|18.05\|18.98\|17.99\|155801;2026-04-14\|19.70\|4.12\|19.00\|20.18\|19.00\|253496;2026-04-15\|18.75\|-4.82\|19.72\|19.85\|18.70\|212682;2026-04-16\|19.24\|2.61\|18.95\|19.33\|18.68\|161357;2026-04-17\|19.54\|1.56\|19.11\|19.65\|19.09\|153566;2026-04-20\|19.60\|0.31\|19.50\|19.97\|19.41\|142580;2026-04-21\|19.97\|1.89\|19.44\|20.17\|19.28\|201838;2026-04-22\|20.19\|1.10\|19.97\|20.38\|19.88\|194158;2026-04-23\|20.27\|0.40\|20.40\|20.69\|19.95\|268653;2026-04-24\|20.24\|-0.15\|20.01\|20.41\|19.93\|152687;2026-04-27\|22.26\|9.98\|20.10\|22.26\|20.10\|387740;2026-04-28\|21.91\|-1.57\|22.05\|22.35\|21.23\|422873;2026-04-29\|21.75\|-0.73\|21.80\|21.91\|21.19\|336272;2026-04-30\|21.70\|-0.23\|21.76\|22.18\|21.58\|249529;2026-05-06\|22.42\|3.32\|22.13\|22.65\|21.85\|342663;2026-05-07\|22.44\|0.09\|22.22\|22.75\|22.05\|285197;2026-05-08\|22.13\|-1.38\|22.21\|22.60\|22.04\|241146;2026-05-11\|22.86\|3.30\|22.20\|23.07\|22.13\|341760;2026-05-12\|22.49\|-1.19\|22.85\|22.87\|21.91\|266404;2026-05-13\|23.66\|5.20\|22.25\|23.99\|22.25\|448889;2026-05-14\|22.78\|-3.72\|23.60\|23.60\|22.74\|272514;2026-05-15\|22.79\|0.04\|22.78\|23.80\|22.57\|284861;2026-05-18\|23.90\|4.87\|22.62\|24.45\|22.50\|371866;2026-05-19\|23.12\|-3.26\|23.60\|23.68\|22.75\|305936;2026-05-20\|23.57\|1.95\|22.96\|23.80\|22.90\|262943;2026-05-21\|23.05\|-2.21\|23.91\|25.12\|22.96\|445453;2026-05-22\|25.36\|10.02\|23.90\|25.36\|23.77\|754509;2026-05-25\|27.90\|10.02\|26.75\|27.90\|26.68\|443883;2026-05-26\|28.13\|0.82\|28.00\|29.08\|27.27\|1016346;2026-05-27\|29.95\|6.47\|27.81\|30.23\|27.48\|859667;2026-05-28\|31.16\|4.04\|29.00\|31.16\|28.85\|817732;2026-05-29\|28.86\|-7.38\|30.40\|30.50\|28.51\|721965;2026-06-01\|27.35\|-5.23\|28.36\|29.20\|27.15\|511365;2026-06-02\|27.15\|-0.73\|27.25\|27.94\|26.25\|384181;2026-06-03\|28.22\|3.94\|27.31\|29.10\|26.85\|539864;2026-06-04\|28.43\|0.74\|27.72\|28.96\|27.56\|384704;2026-06-05\|27.98\|-1.58\|27.85\|29.18\|27.01\|440042;2026-06-08\|25.74\|-8.01\|26.66\|27.12\|25.31\|479342;2026-06-09\|28.31\|9.98\|26.50\|28.31\|26.30\|334800;2026-06-10\|28.55\|0.85\|28.38\|28.97\|27.86\|479685;2026-06-11\|27.63\|-3.22\|28.39\|28.80\|27.40\|414652;2026-06-12\|29.63\|7.24\|28.15\|30.39\|27.39\|742384;2026-06-15\|32.59\|9.99\|31.16\|32.59\|31.10\|335334;2026-06-16\|35.85\|10.00\|35.85\|35.85\|35.85\|46802;2026-06-17\|39.44\|10.01\|38.68\|39.44\|38.65\|206054;2026-06-18\|41.30\|4.72\|39.79\|41.48\|38.41\|1137927;2026-06-22\|41.56\|0.63\|41.15\|42.15\|38.66\|874198;2026-06-23\|37.40\|-10.01\|40.00\|40.31\|37.40\|347505;2026-06-24\|34.97\|-6.50\|34.99\|36.50\|34.11\|796351;2026-06-25\|36.85\|5.38\|35.44\|37.00\|34.27\|760213;2026-06-26\|39.11\|6.13\|36.01\|39.50\|35.90\|764848;2026-06-29\|35.20\|-10.00\|38.46\|39.40\|35.20\|530660;2026-06-30\|35.74\|1.53\|34.60\|36.50\|33.30\|530033;2026-07-01\|35.59\|-0.42\|35.90\|36.96\|34.90\|498010;2026-07-02\|34.35\|-3.48\|34.15\|36.88\|33.01\|483508;2026-07-03\|33.34\|-2.94\|32.93\|35.30\|32.05\|465039;2026-07-06\|31.62\|-5.16\|33.50\|33.98\|31.05\|349635;2026-07-07\|32.72\|3.48\|31.65\|34.78\|31.50\|484182;2026-07-08\|31.09\|-4.98\|33.69\|33.85\|30.51\|362822;2026-07-09\|32.50\|4.54\|31.72\|32.88\|29.90\|382892;2026-07-10\|30.42\|-6.40\|33.15\|33.33\|30.42\|366396;2026-07-13\|28.15\|-7.46\|29.94\|30.67\|28.03\|210523
113407	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板龙头+AI PCB+上证50调入行业原因： 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、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商，25年净利润同比增长91.75%； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-03-03\|67.64\|-1.18\|71.40\|72.60\|67.50\|656592;2026-03-04\|65.87\|-2.62\|66.63\|68.16\|65.10\|432008;2026-03-05\|65.98\|0.17\|67.35\|69.23\|65.18\|506862;2026-03-06\|64.00\|-3.00\|65.50\|65.99\|63.28\|394547;2026-03-09\|60.92\|-4.81\|61.38\|61.72\|58.07\|561772;2026-03-10\|64.41\|5.73\|62.40\|64.49\|62.36\|541019;2026-03-11\|63.50\|-1.41\|65.00\|65.82\|63.15\|409653;2026-03-12\|62.76\|-1.17\|63.06\|65.86\|61.78\|384607;2026-03-13\|63.44\|1.08\|61.79\|64.68\|61.77\|443421;2026-03-16\|64.39\|1.50\|63.75\|64.91\|61.73\|467635;2026-03-17\|61.88\|-3.90\|65.90\|66.37\|61.80\|481357;2026-03-18\|63.50\|2.62\|62.23\|64.28\|61.72\|441083;2026-03-19\|60.60\|-4.57\|62.00\|62.36\|60.30\|415929;2026-03-20\|60.22\|-0.63\|61.00\|63.20\|60.20\|527576;2026-03-23\|55.85\|-7.26\|58.40\|58.82\|55.39\|613817;2026-03-24\|56.88\|1.84\|56.80\|56.99\|55.06\|407959;2026-03-25\|57.80\|1.62\|57.65\|58.80\|57.00\|417208;2026-03-26\|55.41\|-4.13\|57.88\|57.99\|55.20\|475627;2026-03-27\|54.75\|-1.19\|54.66\|55.66\|53.58\|373639;2026-03-30\|55.10\|0.64\|53.45\|55.33\|53.01\|309474;2026-03-31\|54.17\|-1.69\|54.60\|55.60\|53.41\|323524;2026-04-01\|55.10\|1.72\|55.55\|55.98\|54.55\|331705;2026-04-02\|51.63\|-6.30\|54.14\|54.49\|51.20\|626013;2026-04-03\|52.50\|1.69\|52.04\|53.30\|52.03\|394179;2026-04-07\|55.20\|5.14\|53.36\|55.99\|53.00\|594489;2026-04-08\|58.98\|6.85\|57.00\|59.11\|56.68\|686975;2026-04-09\|59.20\|0.37\|57.81\|59.75\|57.53\|419173;2026-04-10\|61.21\|3.40\|60.14\|62.26\|59.20\|602890;2026-04-13\|63.47\|3.69\|60.36\|64.50\|60.28\|668701;2026-04-14\|66.82\|5.28\|64.50\|67.66\|63.28\|799660;2026-04-15\|66.90\|0.12\|68.50\|71.00\|66.54\|930830;2026-04-16\|67.56\|0.99\|67.32\|68.14\|66.01\|530250;2026-04-17\|69.25\|2.50\|67.05\|70.37\|66.70\|568740;2026-04-20\|69.80\|0.79\|69.28\|71.49\|68.74\|564127;2026-04-21\|72.55\|3.94\|69.51\|74.00\|69.07\|735391;2026-04-22\|76.00\|4.76\|72.54\|76.44\|72.00\|678667;2026-04-23\|74.95\|-1.38\|76.01\|78.50\|73.51\|725714;2026-04-24\|72.63\|-3.10\|74.20\|75.70\|71.55\|574448;2026-04-27\|76.67\|5.56\|74.00\|77.63\|74.00\|557872;2026-04-28\|76.62\|-0.07\|77.34\|78.10\|74.09\|625638;2026-04-29\|78.00\|1.80\|76.66\|80.87\|75.98\|736410;2026-04-30\|76.51\|-1.91\|79.00\|80.45\|76.32\|468913;2026-05-06\|80.81\|5.62\|78.80\|82.77\|78.80\|603167;2026-05-07\|82.00\|1.47\|82.42\|83.00\|80.00\|451021;2026-05-08\|82.00\|0.00\|80.53\|84.15\|80.10\|380322;2026-05-11\|83.66\|2.02\|82.62\|84.28\|81.00\|480487;2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|136.18\|-8.84\|147.90\|150.33\|135.97\|558289
113406	全球最大PPE树脂产区停产，PCB材料持续涨价	玻纤涨价+电子布+股东增持行业原因： AI芯片需求的爆发导致T型玻璃纤维布供应趋紧。其主要供应商日东纺计划自今年年底起稳步提升产能，目标在2028年前将产能提升至2025年的三倍。日东纺表示，即便新生产线投产，仍难以弥合供给与快速增长需求之间的差距，计划于今年上调价格。花旗分析师预计，涨价幅度可能达到25%甚至更高。公司原因： 1、据2025年11月17日互动易，公司10月30日已发布玻纤复价通知并启动首次回购，风电纱销售保持高景气，库存持续下降。 2、据2025年9月29日互动易，公司是全球最大电子布供应商。 3、据2026年2月11日公告，持股5%以上股东振石集团已增持3146万股并计划继续增持不超11亿元。	AI服务器升级推动PCB单机价值量暴涨，电子布等上游材料价格持续上涨；公司为世界玻纤龙头，产能规模全球第一，宣布扩产电子布	2026-03-03\|26.45\|-6.70\|28.40\|28.89\|26.38\|1325806;2026-03-04\|26.42\|-0.11\|26.25\|27.27\|26.25\|870829;2026-03-05\|27.39\|3.67\|27.30\|28.15\|26.90\|958427;2026-03-06\|26.35\|-3.80\|27.10\|27.25\|26.00\|858024;2026-03-09\|26.00\|-1.33\|25.13\|26.20\|24.52\|911367;2026-03-10\|26.86\|3.31\|26.60\|27.25\|26.30\|665748;2026-03-11\|26.50\|-1.34\|27.13\|27.60\|26.46\|566313;2026-03-12\|26.50\|0.00\|26.12\|26.95\|25.81\|623880;2026-03-13\|26.10\|-1.51\|26.50\|26.80\|25.95\|588574;2026-03-16\|24.71\|-5.33\|25.92\|26.09\|23.95\|1479579;2026-03-17\|23.92\|-3.20\|24.71\|25.10\|23.89\|746261;2026-03-18\|24.58\|2.76\|24.23\|24.68\|23.82\|602913;2026-03-19\|23.45\|-4.60\|24.48\|24.48\|23.29\|682588;2026-03-20\|22.65\|-3.41\|23.82\|24.18\|22.52\|895355;2026-03-23\|23.43\|3.44\|22.42\|23.90\|21.59\|1259221;2026-03-24\|24.15\|3.07\|23.88\|24.20\|23.37\|1042556;2026-03-25\|25.29\|4.72\|24.68\|25.57\|24.68\|1072092;2026-03-26\|24.50\|-3.12\|25.10\|25.42\|24.34\|565630;2026-03-27\|24.99\|2.00\|23.86\|25.06\|23.78\|655226;2026-03-30\|24.85\|-0.56\|24.50\|25.59\|24.03\|687384;2026-03-31\|24.31\|-2.17\|24.70\|25.03\|23.90\|515916;2026-04-01\|25.71\|5.76\|25.85\|26.68\|25.44\|849928;2026-04-02\|25.63\|-0.31\|25.70\|26.05\|25.30\|579347;2026-04-03\|25.95\|1.25\|25.80\|27.15\|25.70\|740933;2026-04-07\|26.33\|1.46\|26.21\|27.57\|26.09\|831151;2026-04-08\|27.35\|3.87\|27.15\|27.50\|26.55\|1036675;2026-04-09\|28.00\|2.38\|27.00\|28.05\|26.40\|952071;2026-04-10\|29.19\|4.25\|29.34\|29.85\|28.10\|1151843;2026-04-13\|32.11\|10.00\|29.07\|32.11\|28.99\|1209739;2026-04-14\|32.47\|1.12\|33.07\|33.30\|31.94\|1738279;2026-04-15\|31.10\|-4.22\|31.80\|32.90\|30.88\|1378014;2026-04-16\|33.00\|6.11\|32.12\|33.87\|31.82\|1702501;2026-04-17\|33.50\|1.52\|32.65\|34.50\|32.37\|1552061;2026-04-20\|31.71\|-5.34\|33.08\|33.28\|31.50\|1718987;2026-04-21\|31.75\|0.13\|31.71\|32.05\|31.20\|1005176;2026-04-22\|32.25\|1.57\|31.50\|32.32\|31.03\|1360090;2026-04-23\|33.52\|3.94\|32.80\|34.40\|32.73\|1603687;2026-04-24\|33.00\|-1.55\|33.50\|33.69\|31.81\|1283901;2026-04-27\|33.44\|1.33\|33.88\|35.21\|33.20\|1347029;2026-04-28\|34.50\|3.17\|33.62\|35.37\|33.46\|1484054;2026-04-29\|35.70\|3.48\|34.18\|36.26\|34.15\|1771971;2026-04-30\|34.50\|-3.36\|35.65\|35.67\|32.70\|1867694;2026-05-06\|37.00\|7.25\|35.20\|37.78\|35.20\|1652310;2026-05-07\|37.93\|2.51\|37.01\|38.43\|36.40\|1334336;2026-05-08\|38.00\|0.18\|37.45\|38.70\|36.83\|1156005;2026-05-11\|38.01\|0.03\|38.49\|39.88\|36.98\|1562436;2026-05-12\|37.82\|-0.50\|37.90\|38.01\|36.02\|1361856;2026-05-13\|38.10\|0.74\|37.00\|38.38\|36.50\|1329007;2026-05-14\|37.62\|-1.26\|39.30\|39.30\|36.90\|1555877;2026-05-15\|33.86\|-9.99\|37.60\|38.00\|33.86\|2086697;2026-05-18\|34.14\|0.83\|33.80\|34.82\|32.88\|1380053;2026-05-19\|34.90\|2.23\|33.93\|35.06\|32.71\|1305090;2026-05-20\|35.11\|0.60\|34.77\|35.98\|34.50\|1066972;2026-05-21\|35.52\|1.17\|35.50\|37.80\|35.12\|1800636;2026-05-22\|38.35\|7.97\|35.80\|38.35\|35.80\|1715411;2026-05-25\|39.42\|2.79\|38.97\|39.50\|37.80\|1580696;2026-05-26\|41.28\|4.72\|38.99\|42.95\|38.98\|1950592;2026-05-27\|39.53\|-3.80\|41.29\|41.42\|39.00\|1262841;2026-05-28\|43.48\|9.99\|39.27\|43.48\|38.69\|1762793;2026-05-29\|42.10\|-3.17\|43.48\|43.98\|42.01\|1675785;2026-06-01\|38.32\|-8.98\|41.29\|41.66\|37.90\|2146854;2026-06-02\|38.90\|1.51\|37.56\|39.64\|37.30\|1778027;2026-06-03\|37.91\|-2.54\|38.80\|40.15\|37.20\|1858187;2026-06-04\|38.39\|1.27\|37.32\|39.17\|36.50\|1562319;2026-06-05\|36.96\|-3.72\|38.00\|39.39\|36.83\|1448798;2026-06-08\|35.56\|-3.79\|34.13\|36.66\|34.13\|1146994;2026-06-09\|39.12\|10.01\|37.07\|39.12\|37.00\|1801910;2026-06-10\|39.37\|0.64\|40.00\|40.72\|38.90\|2090866;2026-06-11\|41.07\|4.32\|39.11\|41.70\|38.00\|1907052;2026-06-12\|41.61\|1.31\|42.50\|44.16\|41.31\|2092437;2026-06-15\|45.77\|10.00\|43.00\|45.77\|41.47\|1576593;2026-06-16\|49.64\|8.46\|46.94\|50.20\|46.00\|2417129;2026-06-17\|54.60\|9.99\|49.00\|54.60\|49.00\|1309598;2026-06-18\|53.50\|-2.01\|53.00\|54.99\|51.30\|2633731;2026-06-22\|58.38\|9.12\|54.00\|58.65\|54.00\|2095587;2026-06-23\|58.93\|0.94\|59.50\|62.60\|57.16\|2359120;2026-06-24\|64.82\|9.99\|58.00\|64.82\|57.75\|1709557;2026-06-25\|70.80\|9.23\|66.10\|71.30\|65.66\|2148511;2026-06-26\|74.12\|4.69\|71.00\|77.20\|70.12\|2270676;2026-06-29\|70.98\|-4.24\|75.53\|75.53\|66.80\|2496641;2026-06-30\|72.88\|2.68\|68.50\|76.99\|68.01\|2218754;2026-07-01\|70.27\|-3.58\|73.96\|75.03\|69.51\|1858164;2026-07-02\|67.82\|-3.49\|67.80\|71.95\|63.25\|1854938;2026-07-03\|70.90\|4.54\|68.18\|74.60\|65.51\|2321014;2026-07-06\|63.81\|-10.00\|71.88\|72.80\|63.81\|2377318;2026-07-07\|60.00\|-5.97\|63.37\|64.21\|58.73\|2149632;2026-07-08\|56.06\|-6.57\|60.96\|61.54\|55.27\|1988326;2026-07-09\|58.70\|4.71\|57.00\|58.86\|54.03\|2491450;2026-07-10\|55.70\|-5.11\|58.38\|63.00\|55.67\|2451166;2026-07-13\|50.13\|-10.00\|54.50\|55.70\|50.13\|1903057
113405	全球最大PPE树脂产区停产，PCB材料持续涨价	高速电子树脂+覆铜板上游+一季报增长行业原因： 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4月23日一季报，公司2026年第一季度归母净利润1.87亿元，同比增长103.35%，其中高速电子树脂销售收入2.58亿元，同比增长131.42%，受益于人工智能、算力升级等新兴领域发展。 2、据2026年4月23日年报，公司双马来酰亚胺树脂、碳氢树脂等核心产品已通过国内外一线覆铜板厂商，配套应用于英伟达、华为、苹果、英特尔等主流服务器体系，深度嵌入全球AI算力建设上游核心供应链。 3、据2026年6月2日及5月29日互动易，公司子公司眉山东材“年产20000吨高速通信基板用电子材料项目”预计6月30日前具备投料试生产条件，投产后将新增3500吨碳氢树脂产能。	1、公司业务聚焦于电子级树脂材料，如双马树脂、活性酯等，是制造高频高速PCB的核心原材料；2025年净利同比预增65.73%； 2、电子级树脂材料专家；公司与Chemax、种亿化学成立成都东凯芯半导体材料公司，重点开展高端光刻胶项目	2026-03-03\|31.68\|-9.28\|35.00\|35.72\|31.48\|994734;2026-03-04\|31.45\|-0.73\|30.98\|32.80\|30.98\|610299;2026-03-05\|31.18\|-0.86\|32.46\|32.46\|30.60\|669479;2026-03-06\|30.67\|-1.64\|30.68\|31.55\|30.28\|399406;2026-03-09\|29.75\|-3.00\|29.77\|30.00\|28.11\|576190;2026-03-10\|31.39\|5.51\|30.50\|31.85\|30.35\|609080;2026-03-11\|32.03\|2.04\|31.60\|32.91\|31.60\|647877;2026-03-12\|31.96\|-0.22\|32.04\|33.06\|31.52\|574256;2026-03-13\|33.19\|3.85\|31.65\|33.50\|31.20\|740294;2026-03-16\|32.76\|-1.30\|33.19\|33.19\|30.79\|639698;2026-03-17\|31.08\|-5.13\|33.03\|33.57\|31.05\|479405;2026-03-18\|31.78\|2.25\|31.08\|32.22\|30.60\|420679;2026-03-19\|30.80\|-3.08\|31.00\|31.88\|30.50\|427876;2026-03-20\|30.76\|-0.13\|31.06\|31.57\|30.55\|346862;2026-03-23\|28.85\|-6.21\|29.70\|30.04\|28.20\|481659;2026-03-24\|29.03\|0.62\|29.51\|29.52\|27.40\|411276;2026-03-25\|30.47\|4.96\|29.71\|31.14\|29.52\|497557;2026-03-26\|29.60\|-2.86\|30.20\|30.44\|29.46\|285526;2026-03-27\|30.05\|1.52\|28.60\|30.88\|28.60\|344852;2026-03-30\|30.37\|1.06\|29.74\|31.05\|29.28\|289581;2026-03-31\|29.35\|-3.36\|30.38\|30.67\|29.08\|321366;2026-04-01\|30.53\|4.02\|30.50\|31.14\|30.15\|396623;2026-04-02\|29.40\|-3.70\|30.25\|30.50\|29.17\|286338;2026-04-03\|30.60\|4.08\|29.70\|31.31\|29.12\|538540;2026-04-07\|32.30\|5.56\|31.77\|33.60\|31.77\|749800;2026-04-08\|33.34\|3.22\|33.55\|33.63\|32.61\|642352;2026-04-09\|33.54\|0.60\|32.67\|33.95\|32.66\|466133;2026-04-10\|33.55\|0.03\|33.70\|34.58\|33.55\|455119;2026-04-13\|34.79\|3.70\|33.23\|35.22\|33.23\|601206;2026-04-14\|34.02\|-2.21\|35.42\|35.53\|33.66\|664254;2026-04-15\|33.08\|-2.76\|34.18\|34.20\|32.64\|505521;2026-04-16\|34.01\|2.81\|33.08\|34.69\|32.59\|451540;2026-04-17\|36.73\|8.00\|34.18\|37.41\|34.00\|957437;2026-04-20\|35.65\|-2.94\|36.51\|36.65\|35.42\|652571;2026-04-21\|36.07\|1.18\|35.15\|36.20\|34.98\|515737;2026-04-22\|36.64\|1.58\|35.70\|36.77\|35.45\|609260;2026-04-23\|34.13\|-6.85\|36.65\|36.78\|34.00\|912446;2026-04-24\|34.20\|0.21\|34.13\|34.75\|33.65\|446402;2026-04-27\|36.07\|5.47\|34.90\|36.50\|34.85\|611948;2026-04-28\|35.59\|-1.33\|36.17\|36.70\|35.02\|590248;2026-04-29\|38.66\|8.63\|35.59\|39.15\|35.59\|1342625;2026-04-30\|39.14\|1.24\|39.00\|39.99\|37.72\|992017;2026-05-06\|41.05\|4.88\|40.00\|41.97\|39.15\|872304;2026-05-07\|45.16\|10.01\|41.46\|45.16\|41.46\|879132;2026-05-08\|46.10\|2.08\|46.25\|47.73\|45.01\|1166896;2026-05-11\|45.80\|-0.65\|45.90\|46.90\|44.63\|923605;2026-05-12\|47.25\|3.17\|46.50\|47.80\|44.29\|980235;2026-05-13\|49.60\|4.97\|46.64\|49.99\|46.14\|1036949;2026-05-14\|46.27\|-6.71\|49.11\|49.11\|46.00\|909811;2026-05-15\|45.58\|-1.49\|47.00\|47.26\|43.80\|703102;2026-05-18\|45.50\|-0.18\|45.40\|46.40\|44.80\|524255;2026-05-19\|47.82\|5.10\|45.62\|48.10\|44.65\|758707;2026-05-20\|51.49\|7.67\|47.60\|51.74\|47.25\|903225;2026-05-21\|47.68\|-7.40\|51.60\|52.67\|47.00\|837584;2026-05-22\|52.45\|10.00\|48.58\|52.45\|48.45\|842267;2026-05-25\|53.74\|2.46\|54.00\|55.25\|52.80\|859852;2026-05-26\|53.30\|-0.82\|52.25\|54.98\|52.01\|717181;2026-05-27\|52.25\|-1.97\|53.50\|55.75\|51.76\|809207;2026-05-28\|54.43\|4.17\|51.83\|55.00\|50.52\|814796;2026-05-29\|50.00\|-8.14\|55.50\|55.68\|48.99\|1028040;2026-06-01\|47.79\|-4.42\|49.80\|50.95\|47.18\|830464;2026-06-02\|51.35\|7.45\|48.23\|52.40\|45.99\|863894;2026-06-03\|56.49\|10.01\|52.00\|56.49\|52.00\|1419459;2026-06-04\|59.60\|5.51\|55.45\|60.50\|54.72\|1106340;2026-06-05\|56.76\|-4.77\|59.16\|60.00\|56.07\|813662;2026-06-08\|54.20\|-4.51\|52.32\|56.47\|52.32\|770513;2026-06-09\|59.62\|10.00\|58.71\|59.62\|57.76\|946282;2026-06-10\|62.35\|4.58\|62.57\|64.34\|61.10\|1483503;2026-06-11\|61.72\|-1.01\|61.55\|63.50\|58.75\|1114909;2026-06-12\|61.06\|-1.07\|62.23\|65.33\|61.00\|1228030;2026-06-15\|65.22\|6.81\|61.00\|66.44\|61.00\|955605;2026-06-16\|71.74\|10.00\|65.50\|71.74\|65.50\|654593;2026-06-17\|73.20\|2.04\|72.50\|76.68\|72.01\|1105571;2026-06-18\|74.83\|2.23\|71.00\|77.77\|71.00\|864885;2026-06-22\|79.83\|6.68\|77.00\|80.46\|75.61\|857648;2026-06-23\|71.85\|-10.00\|78.00\|78.30\|71.85\|897303;2026-06-24\|74.55\|3.76\|71.74\|74.55\|68.96\|836476;2026-06-25\|77.58\|4.06\|75.00\|80.00\|72.25\|898905;2026-06-26\|73.65\|-5.07\|75.30\|76.00\|70.40\|772684;2026-06-29\|67.33\|-8.58\|72.00\|73.15\|66.29\|909612;2026-06-30\|70.79\|5.14\|68.00\|71.83\|67.53\|631929;2026-07-01\|67.28\|-4.96\|70.79\|70.79\|66.45\|634963;2026-07-02\|63.70\|-5.32\|64.00\|67.60\|62.70\|611761;2026-07-03\|63.70\|0.00\|63.00\|66.85\|61.49\|547307;2026-07-06\|62.57\|-1.77\|65.00\|66.66\|59.97\|559671;2026-07-07\|60.16\|-3.85\|62.53\|63.79\|59.50\|441077;2026-07-08\|56.87\|-5.47\|60.16\|61.50\|56.80\|490998;2026-07-09\|58.38\|2.66\|56.74\|58.76\|53.25\|911797;2026-07-10\|54.61\|-6.46\|58.90\|60.66\|54.61\|666158;2026-07-13\|50.59\|-7.36\|54.99\|55.43\|50.38\|416008
113404	全球最大PPE树脂产区停产，PCB材料持续涨价	PPO树脂+覆铜板上游+江西产能行业原因： 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12日机构调研，公司自主开发的聚苯醚树脂PPO具有极好的介电性能，已通过部分客户认证测试，正在积极商业化推广中。 2、据2025年6月27日招股说明书及2026年6月3日互动易，公司主营覆铜板用电子树脂，已进入建滔集团、生益科技、南亚新材等全球知名覆铜板厂商供应链。 3、据2026年5月12日机构调研，全资子公司江西同宇自2024年7月投产后产销量快速增长，2025年销售数量达28,819.93吨，同比增长633.23%，产能持续爬坡。	2025-07上市	2026-03-03\|202.41\|-9.15\|225.03\|226.90\|202.02\|20228;2026-03-04\|203.00\|0.29\|198.88\|206.34\|197.12\|14144;2026-03-05\|201.66\|-0.66\|208.03\|210.49\|199.40\|15167;2026-03-06\|196.75\|-2.43\|199.72\|202.80\|196.66\|13118;2026-03-09\|186.60\|-5.16\|193.01\|193.02\|179.05\|16232;2026-03-10\|199.80\|7.07\|189.21\|204.16\|189.21\|17556;2026-03-11\|198.20\|-0.80\|200.36\|208.86\|197.81\|13621;2026-03-12\|195.36\|-1.43\|199.00\|201.44\|193.33\|8222;2026-03-13\|196.13\|0.39\|195.39\|199.28\|192.50\|9094;2026-03-16\|199.38\|1.66\|195.10\|199.57\|193.00\|9106;2026-03-17\|189.10\|-5.16\|204.44\|207.00\|189.10\|12063;2026-03-18\|193.33\|2.24\|189.12\|193.66\|189.12\|6728;2026-03-19\|182.86\|-5.42\|189.89\|189.89\|182.00\|9703;2026-03-20\|178.66\|-2.30\|184.88\|187.10\|178.66\|9720;2026-03-23\|165.62\|-7.30\|173.60\|174.87\|164.50\|11129;2026-03-24\|172.12\|3.92\|168.49\|172.49\|165.15\|8593;2026-03-25\|175.88\|2.18\|172.90\|177.30\|172.90\|7755;2026-03-26\|171.90\|-2.26\|175.00\|178.20\|170.80\|5421;2026-03-27\|174.15\|1.31\|169.65\|175.58\|168.58\|5431;2026-03-30\|174.36\|0.12\|171.05\|175.50\|170.36\|3939;2026-03-31\|169.00\|-3.07\|173.39\|175.00\|168.68\|4375;2026-04-01\|176.49\|4.43\|173.03\|179.50\|173.03\|7844;2026-04-02\|170.52\|-3.38\|175.01\|176.44\|169.63\|5380;2026-04-03\|176.60\|3.57\|171.27\|179.28\|169.43\|6977;2026-04-07\|211.92\|20.00\|195.20\|211.92\|195.20\|24959;2026-04-08\|229.50\|8.30\|227.00\|242.88\|216.00\|46761;2026-04-09\|233.90\|1.92\|229.37\|240.30\|224.91\|28417;2026-04-10\|238.00\|1.75\|236.77\|245.00\|226.10\|25986;2026-04-13\|244.99\|2.94\|234.40\|248.99\|232.13\|25894;2026-04-14\|225.29\|-8.04\|245.15\|247.99\|224.21\|26233;2026-04-15\|222.23\|-1.36\|227.63\|237.00\|220.67\|19993;2026-04-16\|222.25\|0.01\|221.99\|232.77\|218.60\|15377;2026-04-17\|221.90\|-0.16\|222.23\|228.50\|219.39\|17187;2026-04-20\|216.38\|-2.49\|220.00\|220.00\|214.00\|15383;2026-04-21\|213.50\|-1.33\|217.80\|220.00\|212.58\|14184;2026-04-22\|216.74\|1.52\|212.58\|217.99\|212.43\|11993;2026-04-23\|214.10\|-1.22\|218.80\|219.27\|211.88\|14476;2026-04-24\|228.98\|6.95\|219.30\|238.17\|216.32\|29707;2026-04-27\|240.40\|4.99\|231.00\|253.99\|230.00\|24638;2026-04-28\|256.83\|6.83\|239.00\|256.83\|236.80\|23632;2026-04-29\|257.72\|0.35\|251.46\|265.65\|247.00\|22887;2026-04-30\|249.10\|-3.34\|252.60\|254.67\|247.01\|15284;2026-05-06\|251.47\|0.95\|248.01\|255.50\|246.05\|17071;2026-05-07\|263.79\|4.90\|249.00\|268.57\|248.88\|16359;2026-05-08\|259.50\|-1.63\|259.00\|261.68\|253.90\|12295;2026-05-11\|258.00\|-0.58\|263.00\|263.89\|255.59\|11958;2026-05-12\|260.99\|1.16\|257.20\|262.20\|251.21\|12420;2026-05-13\|270.91\|3.80\|257.91\|279.58\|254.99\|22046;2026-05-14\|262.30\|-3.18\|268.21\|273.34\|258.00\|17200;2026-05-15\|253.95\|-3.18\|267.01\|278.40\|250.71\|15555;2026-05-18\|256.11\|0.85\|251.00\|262.80\|250.70\|12124;2026-05-19\|260.82\|1.84\|253.00\|261.52\|247.58\|11599;2026-05-20\|265.82\|1.92\|260.50\|268.68\|256.12\|12136;2026-05-21\|246.80\|-7.16\|265.88\|273.20\|246.68\|14122;2026-05-22\|264.51\|7.18\|252.66\|269.37\|251.74\|16139;2026-05-25\|262.60\|-0.72\|269.80\|273.37\|260.52\|12491;2026-05-26\|261.45\|-0.44\|263.78\|267.84\|255.22\|13928;2026-05-27\|271.50\|3.84\|272.51\|289.00\|262.21\|21593;2026-05-28\|286.50\|5.52\|268.00\|288.88\|268.00\|23077;2026-05-29\|254.93\|-11.02\|281.34\|287.70\|252.41\|25069;2026-06-01\|244.80\|-3.97\|254.55\|259.79\|242.31\|14169;2026-06-02\|256.52\|4.79\|246.29\|259.78\|240.00\|14011;2026-06-03\|245.00\|-4.49\|257.21\|265.88\|241.50\|17608;2026-06-04\|246.13\|0.46\|241.46\|250.60\|241.01\|11177;2026-06-05\|239.01\|-2.89\|243.67\|245.45\|228.00\|13687;2026-06-08\|230.56\|-3.54\|233.82\|240.40\|226.88\|11016;2026-06-09\|276.67\|20.00\|254.00\|276.67\|252.64\|23840;2026-06-10\|299.50\|8.25\|282.02\|315.96\|282.02\|42152;2026-06-11\|304.22\|1.58\|295.06\|311.04\|286.00\|34547;2026-06-12\|279.01\|-8.29\|295.00\|303.66\|277.33\|29327;2026-06-15\|320.66\|14.93\|284.04\|327.40\|283.76\|32822;2026-06-16\|334.50\|4.32\|314.25\|350.08\|307.00\|34375;2026-06-17\|353.88\|5.79\|325.00\|355.50\|323.36\|29725;2026-06-18\|402.31\|13.69\|350.18\|412.19\|347.80\|30275;2026-06-22\|412.00\|2.41\|408.99\|445.00\|400.00\|30181;2026-06-23\|386.49\|-6.19\|401.05\|407.99\|383.67\|20437;2026-06-24\|399.75\|3.43\|383.81\|406.04\|381.00\|20027;2026-06-25\|279.99\|-1.40\|284.76\|287.76\|272.00\|27183;2026-06-26\|265.88\|-5.04\|274.00\|279.99\|261.00\|27497;2026-06-29\|242.22\|-8.90\|269.69\|269.77\|233.43\|29376;2026-06-30\|250.16\|3.28\|241.98\|253.00\|238.00\|20394;2026-07-01\|244.50\|-2.26\|250.16\|254.31\|241.68\|18225;2026-07-02\|232.28\|-5.00\|235.56\|244.99\|231.11\|16755;2026-07-03\|224.32\|-3.43\|230.00\|233.28\|223.17\|13761;2026-07-06\|232.80\|3.78\|230.01\|262.00\|229.68\|27935;2026-07-07\|230.54\|-0.97\|231.01\|238.29\|226.02\|19962;2026-07-08\|219.70\|-4.70\|235.00\|236.40\|218.00\|18394;2026-07-09\|226.30\|3.00\|224.10\|226.95\|212.26\|17835;2026-07-10\|215.80\|-4.64\|229.00\|238.61\|215.55\|19066;2026-07-13\|207.09\|-4.04\|215.16\|219.97\|206.17\|11154
113403	全球最大PPE树脂产区停产，PCB材料持续涨价	高速覆铜板+先进封装+电子环氧树脂行业原因： 1、英特尔CEO陈立武近日表示，他对英特尔的回报目标是"5至10年内实现10倍"，并正在围绕先进封装、新型半导体材料与下一代基板技术，系统性地重构英特尔的技术路线图。 2、兴业证券6月11日研报指出，玻璃基板凭借低热膨胀系数、高布线密度等优势成为下一代核心基板，台积电、英特尔等龙头布局加速，行业迎来景气上行窗口。公司原因： 1、据2026年6月18日互动易，公司GA-686系列高速覆铜板产品已通过客户认证，取得小量订单生产，产品通过服务下游印刷电路板企业供应至各终端，广泛应用于通讯、服务器等领域。 2、据2026年4月23日年报，公司与晶化科技合作开发应用于FCBGA及FCCSP先进封装载板的GBF增层膜新材料；子公司珠海宏昌已取得“半导体级功能性树脂膜材研发及产业化项目”备案，年产ABF载板用增层膜材172.8万平方米。 3、据2026年4月23日年报，公司主营电子级环氧树脂与覆铜板，直接客户包括瀚宇博德、健鼎科技、胜宏科技等大型PCB厂商，业务聚焦于AI算力需求相关的材料升级。	公司开发的高频高速5G电路板用树脂，已完成下游CCL覆铜板相关客户实验室认证	2026-03-03\|10.81\|-2.79\|11.35\|11.52\|10.78\|663748;2026-03-04\|10.69\|-1.11\|10.62\|11.05\|10.58\|489216;2026-03-05\|10.64\|-0.47\|10.98\|11.10\|10.52\|481227;2026-03-06\|10.51\|-1.22\|10.57\|10.69\|10.36\|316552;2026-03-09\|10.25\|-2.47\|10.30\|10.30\|9.80\|421121;2026-03-10\|10.78\|5.17\|10.40\|10.97\|10.36\|479040;2026-03-11\|10.76\|-0.19\|10.88\|11.13\|10.73\|473520;2026-03-12\|10.58\|-1.67\|10.67\|10.94\|10.45\|353540;2026-03-13\|10.69\|1.04\|10.41\|10.94\|10.40\|432774;2026-03-16\|11.04\|3.27\|10.69\|11.08\|10.55\|579474;2026-03-17\|10.38\|-5.98\|11.00\|11.00\|10.36\|575452;2026-03-18\|10.74\|3.47\|10.40\|10.83\|10.38\|432543;2026-03-19\|10.53\|-1.96\|10.40\|10.80\|10.39\|318544;2026-03-20\|9.91\|-5.89\|10.74\|10.80\|9.91\|424074;2026-03-23\|9.14\|-7.77\|9.69\|9.78\|9.07\|481049;2026-03-24\|9.50\|3.94\|9.35\|9.55\|9.09\|371282;2026-03-25\|9.69\|2.00\|9.51\|9.85\|9.51\|276330;2026-03-26\|9.40\|-2.99\|9.61\|9.72\|9.34\|207967;2026-03-27\|10.34\|10.00\|9.18\|10.34\|9.12\|411228;2026-03-30\|10.20\|-1.35\|10.15\|10.47\|10.03\|434994;2026-03-31\|9.84\|-3.53\|10.28\|10.28\|9.79\|330332;2026-04-01\|10.14\|3.05\|10.09\|10.40\|10.07\|348753;2026-04-02\|9.71\|-4.24\|10.20\|10.20\|9.59\|296897;2026-04-03\|9.70\|-0.10\|9.83\|9.98\|9.67\|253176;2026-04-07\|10.67\|10.00\|9.95\|10.67\|9.90\|338480;2026-04-08\|11.01\|3.19\|10.74\|11.08\|10.71\|1020913;2026-04-09\|11.10\|0.82\|10.81\|11.21\|10.75\|764651;2026-04-10\|10.94\|-1.44\|11.12\|11.20\|10.90\|556707;2026-04-13\|11.69\|6.86\|10.82\|11.97\|10.80\|959727;2026-04-14\|12.86\|10.01\|11.82\|12.86\|11.65\|614684;2026-04-15\|12.88\|0.16\|13.00\|14.14\|12.66\|1586654;2026-04-16\|12.89\|0.08\|12.80\|13.22\|12.51\|982647;2026-04-17\|12.94\|0.39\|12.94\|13.28\|12.86\|862370;2026-04-20\|13.28\|2.63\|13.04\|13.48\|12.88\|1000729;2026-04-21\|13.86\|4.37\|13.10\|14.60\|13.01\|1200628;2026-04-22\|13.88\|0.14\|13.62\|14.21\|13.19\|994649;2026-04-23\|13.87\|-0.07\|13.60\|14.20\|13.58\|781567;2026-04-24\|14.39\|3.75\|13.70\|14.76\|13.65\|979115;2026-04-27\|15.15\|5.28\|14.42\|15.32\|14.15\|979893;2026-04-28\|14.75\|-2.64\|14.91\|15.60\|14.37\|978894;2026-04-29\|14.34\|-2.78\|13.98\|14.96\|13.96\|1070104;2026-04-30\|13.82\|-3.63\|14.53\|14.66\|13.80\|852139;2026-05-06\|13.93\|0.80\|14.00\|14.44\|13.83\|758488;2026-05-07\|15.32\|9.98\|13.94\|15.32\|13.68\|698409;2026-05-08\|15.32\|0.00\|15.50\|15.74\|14.84\|782087;2026-05-11\|15.31\|-0.07\|15.60\|15.68\|15.08\|645160;2026-05-12\|15.10\|-1.37\|15.21\|15.38\|14.72\|562763;2026-05-13\|16.19\|7.22\|14.80\|16.61\|14.61\|1062572;2026-05-14\|16.35\|0.99\|16.33\|17.02\|15.44\|977812;2026-05-15\|15.14\|-7.40\|17.50\|17.53\|14.88\|1149246;2026-05-18\|14.98\|-1.06\|14.85\|15.65\|14.73\|716488;2026-05-19\|15.83\|5.67\|14.73\|16.00\|14.47\|792054;2026-05-20\|15.66\|-1.07\|15.83\|16.10\|15.47\|495712;2026-05-21\|15.12\|-3.45\|15.80\|16.86\|15.02\|833810;2026-05-22\|16.29\|7.74\|15.13\|16.42\|15.13\|838969;2026-05-25\|16.52\|1.41\|16.48\|17.03\|16.21\|694356;2026-05-26\|16.98\|2.78\|16.53\|17.38\|16.03\|958790;2026-05-27\|16.56\|-2.47\|17.00\|17.47\|15.94\|864393;2026-05-28\|17.42\|5.19\|16.16\|17.42\|16.16\|942777;2026-05-29\|16.58\|-4.82\|17.30\|18.56\|16.20\|1161609;2026-06-01\|17.04\|2.77\|16.29\|17.74\|16.20\|982148;2026-06-02\|18.38\|7.86\|16.70\|18.74\|16.67\|1230454;2026-06-03\|17.31\|-5.82\|18.29\|18.56\|17.04\|1223805;2026-06-04\|17.57\|1.50\|16.85\|17.68\|16.12\|928864;2026-06-05\|16.75\|-4.67\|17.25\|17.60\|16.68\|601084;2026-06-08\|15.08\|-9.97\|15.16\|15.84\|15.08\|475272;2026-06-09\|16.59\|10.01\|15.65\|16.59\|15.64\|757124;2026-06-10\|18.25\|10.01\|17.00\|18.25\|17.00\|1995909;2026-06-11\|17.90\|-1.92\|18.35\|18.49\|17.22\|1343148;2026-06-12\|17.43\|-2.57\|17.96\|18.50\|17.31\|1001368;2026-06-15\|19.17\|9.98\|17.76\|19.17\|17.60\|537848;2026-06-16\|21.09\|10.02\|19.89\|21.09\|19.88\|912132;2026-06-17\|23.20\|10.00\|21.50\|23.20\|21.50\|785334;2026-06-18\|23.58\|1.64\|23.64\|24.65\|22.67\|1418359;2026-06-22\|25.94\|10.01\|23.66\|25.94\|23.11\|1504556;2026-06-23\|23.35\|-9.98\|26.00\|26.45\|23.35\|1163300;2026-06-24\|23.49\|0.60\|22.57\|23.97\|22.50\|1123341;2026-06-25\|24.95\|6.22\|23.07\|25.15\|22.78\|1267078;2026-06-26\|26.23\|5.13\|24.18\|27.45\|23.68\|1342862;2026-06-29\|24.32\|-7.28\|27.00\|27.01\|23.61\|1260138;2026-06-30\|24.17\|-0.62\|24.03\|24.52\|23.23\|941661;2026-07-01\|23.78\|-1.61\|23.69\|25.60\|23.41\|887305;2026-07-02\|22.79\|-4.16\|22.61\|24.70\|22.11\|862420;2026-07-03\|22.38\|-1.80\|22.00\|23.50\|21.87\|783724;2026-07-06\|21.47\|-4.07\|22.78\|23.80\|21.15\|707605;2026-07-07\|20.79\|-3.17\|21.89\|22.10\|20.43\|559648;2026-07-08\|19.80\|-4.76\|21.03\|21.20\|19.40\|612341;2026-07-09\|20.06\|1.31\|20.14\|20.36\|18.94\|647280;2026-07-10\|19.00\|-5.28\|20.05\|21.10\|18.99\|654493;2026-07-13\|17.19\|-9.53\|18.67\|19.03\|17.10\|437036
113402	全球最大PPE树脂产区停产，PCB材料持续涨价	铜箔+HVLP+固态电池+满产满销行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2026年5月26日投资者关系活动记录表，公司HVLP等新产品已逐步通过部分下游客户的认证，系英伟达AI电子铜箔产品的终端客户；RTF-3及HVLP-1/2产品已进入国内和台系多家头部厂商供应链体系，HVLP-3/4同步推进送样测试。 2、据2026年5月26日投资者关系活动记录表，公司3μm和3.5μm极薄铜箔已规模化量产；研发的多孔铜箔适用于固态电池；耐高温双面镀镍合金箔解决了硫化物固态电解质腐蚀难题，并获2025年高工金球奖。 3、据2026年5月26日投资者关系活动记录表，截至2026年5月，公司在产产能满产满销，五月订单排产已突破10000吨，铜箔产品加工费比去年同期提升了约15%。 4、据2026年5月30日异常波动公告，公司主营业务为锂离子电池用电解铜箔的研发、生产和销售，产品主要应用于锂电池生产制造。	公司主营电解铜箔，新一代HVLP铜箔通过认证	2026-03-03\|7.98\|-5.79\|8.64\|8.81\|7.97\|1361243;2026-03-04\|7.88\|-1.25\|7.75\|8.16\|7.75\|890747;2026-03-05\|7.84\|-0.51\|8.06\|8.13\|7.77\|648469;2026-03-06\|7.73\|-1.40\|7.77\|7.85\|7.51\|673417;2026-03-09\|7.43\|-3.88\|7.53\|7.53\|7.10\|866974;2026-03-10\|7.74\|4.17\|7.52\|7.90\|7.52\|858112;2026-03-11\|8.20\|5.94\|7.74\|8.48\|7.69\|1555289;2026-03-12\|8.22\|0.24\|8.15\|8.41\|8.07\|1048355;2026-03-13\|8.34\|1.46\|8.13\|8.66\|8.02\|1497228;2026-03-16\|8.37\|0.36\|8.27\|8.45\|8.16\|1167193;2026-03-17\|8.01\|-4.30\|8.44\|8.62\|8.00\|1296905;2026-03-18\|8.10\|1.12\|8.16\|8.34\|7.83\|976667;2026-03-19\|7.67\|-5.31\|8.02\|8.06\|7.63\|900241;2026-03-20\|7.78\|1.43\|7.82\|8.27\|7.69\|1251478;2026-03-23\|7.38\|-5.14\|7.70\|8.04\|7.18\|1270197;2026-03-24\|7.83\|6.10\|7.55\|7.92\|7.06\|1290315;2026-03-25\|7.86\|0.38\|7.81\|7.97\|7.71\|822080;2026-03-26\|7.87\|0.13\|7.80\|8.30\|7.72\|1364594;2026-03-27\|8.66\|10.04\|7.70\|8.66\|7.65\|1761690;2026-03-30\|9.10\|5.08\|9.01\|9.38\|8.77\|3302321;2026-03-31\|9.22\|1.32\|9.08\|9.49\|8.75\|3277514;2026-04-01\|9.08\|-1.52\|9.25\|9.83\|9.01\|3367721;2026-04-02\|9.34\|2.86\|8.98\|9.37\|8.50\|2754991;2026-04-03\|8.75\|-6.32\|9.20\|9.37\|8.71\|1926397;2026-04-07\|9.63\|10.06\|8.78\|9.63\|8.78\|3553238;2026-04-08\|9.82\|1.97\|9.79\|10.04\|9.50\|3456586;2026-04-09\|10.16\|3.46\|9.77\|10.24\|9.51\|3045792;2026-04-10\|9.88\|-2.76\|10.00\|10.65\|9.86\|3090651;2026-04-13\|10.19\|3.14\|9.55\|10.35\|9.55\|2568336;2026-04-14\|10.37\|1.77\|10.20\|10.55\|10.02\|2252719;2026-04-15\|10.25\|-1.16\|10.37\|10.88\|10.20\|2150756;2026-04-16\|10.05\|-1.95\|10.32\|10.39\|9.93\|1982175;2026-04-17\|9.99\|-0.60\|9.90\|10.36\|9.71\|1875227;2026-04-20\|10.00\|0.10\|9.91\|10.29\|9.90\|1737320;2026-04-21\|9.99\|-0.10\|9.93\|10.18\|9.48\|1705540;2026-04-22\|10.30\|3.10\|10.00\|10.47\|10.00\|2042777;2026-04-23\|9.27\|-10.00\|10.55\|10.60\|9.27\|2458188;2026-04-24\|9.76\|5.29\|8.94\|9.95\|8.63\|2658344;2026-04-27\|10.48\|7.38\|9.60\|10.50\|9.50\|2187787;2026-04-28\|10.56\|0.76\|10.40\|10.96\|10.12\|2366089;2026-04-29\|10.99\|4.07\|10.40\|11.11\|10.40\|2170246;2026-04-30\|10.75\|-2.18\|10.90\|11.34\|10.71\|1707974;2026-05-06\|11.45\|6.51\|10.94\|11.49\|10.63\|2048556;2026-05-07\|11.29\|-1.40\|11.41\|11.99\|11.25\|1911313;2026-05-08\|11.07\|-1.95\|11.11\|11.54\|11.01\|1667420;2026-05-11\|10.95\|-1.08\|11.07\|11.45\|10.85\|1548963;2026-05-12\|10.84\|-1.00\|10.96\|11.14\|10.61\|1303332;2026-05-13\|11.07\|2.12\|10.80\|11.37\|10.62\|1593820;2026-05-14\|10.43\|-5.78\|11.01\|11.08\|10.32\|1424909;2026-05-15\|10.11\|-3.07\|10.34\|10.84\|10.03\|1329355;2026-05-18\|10.00\|-1.09\|10.01\|10.12\|9.80\|1029202;2026-05-19\|9.72\|-2.80\|9.88\|10.01\|9.54\|923870;2026-05-20\|9.91\|1.95\|9.66\|10.06\|9.32\|1073300;2026-05-21\|9.29\|-6.26\|9.99\|10.14\|9.26\|1041523;2026-05-22\|9.98\|7.43\|9.29\|10.07\|9.20\|1240267;2026-05-25\|10.08\|1.00\|10.17\|10.65\|10.03\|1049917;2026-05-26\|10.81\|7.24\|10.08\|11.09\|9.88\|2628398;2026-05-27\|10.46\|-3.24\|10.65\|10.92\|10.32\|1812101;2026-05-28\|11.51\|10.04\|10.48\|11.51\|10.48\|2324843;2026-05-29\|12.66\|9.99\|11.70\|12.66\|11.51\|2771038;2026-06-01\|12.37\|-2.29\|12.61\|13.19\|12.20\|3124311;2026-06-02\|11.84\|-4.28\|12.18\|12.32\|11.33\|2119837;2026-06-03\|12.04\|1.69\|11.52\|12.73\|11.52\|2227040;2026-06-04\|11.54\|-4.15\|11.89\|11.90\|11.26\|1766155;2026-06-05\|11.29\|-2.17\|11.42\|11.95\|10.87\|1840852;2026-06-08\|10.74\|-4.87\|10.70\|11.27\|10.52\|1333557;2026-06-09\|11.81\|9.96\|11.00\|11.81\|10.99\|1025252;2026-06-10\|12.20\|3.30\|12.38\|12.58\|11.80\|2238091;2026-06-11\|12.22\|0.16\|12.21\|12.45\|11.88\|1732584;2026-06-12\|12.94\|5.89\|12.52\|13.44\|12.30\|2798252;2026-06-15\|14.23\|9.97\|13.60\|14.23\|13.59\|699018;2026-06-16\|15.65\|9.98\|15.65\|15.65\|15.65\|108116;2026-06-17\|17.22\|10.03\|17.22\|17.22\|17.22\|162236;2026-06-18\|17.57\|2.03\|17.50\|18.42\|17.00\|4928456;2026-06-22\|17.15\|-2.39\|17.32\|17.84\|16.35\|3518854;2026-06-23\|15.44\|-9.97\|16.50\|16.55\|15.44\|1604695;2026-06-24\|15.17\|-1.75\|14.45\|15.44\|14.41\|2634766;2026-06-25\|15.77\|3.96\|14.95\|16.10\|14.66\|2662454;2026-06-26\|15.29\|-3.04\|15.40\|16.55\|15.10\|2391419;2026-06-29\|14.73\|-3.66\|15.00\|16.08\|14.40\|1947590;2026-06-30\|15.09\|2.44\|14.66\|15.20\|14.42\|1634862;2026-07-01\|15.33\|1.59\|15.25\|15.96\|14.99\|2085138;2026-07-02\|14.53\|-5.22\|14.51\|15.50\|14.02\|1853946;2026-07-03\|15.75\|8.40\|14.57\|15.98\|14.51\|2455536;2026-07-06\|14.39\|-8.63\|15.60\|16.49\|14.20\|2426033;2026-07-07\|15.23\|5.84\|14.36\|15.83\|14.26\|2808075;2026-07-08\|13.71\|-9.98\|15.07\|15.68\|13.71\|2435353;2026-07-09\|13.44\|-1.97\|13.70\|13.96\|12.56\|2523722;2026-07-10\|12.82\|-4.61\|13.44\|14.07\|12.79\|1507558;2026-07-13\|11.65\|-9.13\|12.42\|12.80\|11.60\|922535
113401	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板+PCB概念+盐湖提锂参股行业原因：建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%。招商证券研报指出，基于玻纤布、铜箔、覆铜板等原材料持续上涨趋势，预计7月全品类PCB将统一涨价20%至30%以上。公司原因： 1、据2026年6月8日互动易，公司覆铜板上年度年产量近700万张，产品直接用于PCB生产；据2026年4月22日年报，覆铜板业务作为PCB上游，2025年推动营业收入同比增长162.36%至11.56亿元。 2、据2026年6月29日异常波动公告，公司近期经营情况正常，内外部经营环境未发生重大变化，不存在应披露而未披露的重大事项。 3、据2026年5月12日互动易，公司间接参股的中农青海钾盐开发有限公司生产经营正常，主营业务为青海大浪滩盐湖钾盐资源的勘探、开采与钾肥系列产品的生产、加工及销售。	公司覆铜板上年度年产量近700万张，产品直接用于PCB生产	2026-03-03\|3.88\|-6.05\|4.17\|4.19\|3.88\|610556;2026-03-04\|3.90\|0.52\|3.79\|3.95\|3.77\|412813;2026-03-05\|3.99\|2.31\|3.97\|4.04\|3.94\|349543;2026-03-06\|4.09\|2.51\|3.96\|4.09\|3.91\|311577;2026-03-09\|4.02\|-1.71\|4.04\|4.05\|3.93\|324164;2026-03-10\|4.12\|2.49\|4.08\|4.12\|4.01\|309337;2026-03-11\|4.09\|-0.73\|4.12\|4.15\|4.07\|253325;2026-03-12\|4.04\|-1.22\|4.09\|4.14\|4.02\|259701;2026-03-13\|4.08\|0.99\|4.03\|4.12\|4.00\|268089;2026-03-16\|4.11\|0.74\|4.06\|4.11\|4.03\|261362;2026-03-17\|3.97\|-3.41\|4.13\|4.18\|3.94\|356145;2026-03-18\|4.01\|1.01\|3.98\|4.02\|3.93\|187630;2026-03-19\|3.88\|-3.24\|3.96\|3.98\|3.85\|257539;2026-03-20\|3.78\|-2.58\|3.90\|3.93\|3.77\|234712;2026-03-23\|3.47\|-8.20\|3.71\|3.75\|3.46\|382095;2026-03-24\|3.65\|5.19\|3.58\|3.66\|3.46\|282881;2026-03-25\|3.74\|2.47\|3.68\|3.80\|3.64\|233030;2026-03-26\|3.67\|-1.87\|3.72\|3.79\|3.66\|172706;2026-03-27\|3.78\|3.00\|3.60\|3.81\|3.60\|224226;2026-03-30\|3.81\|0.79\|3.73\|3.81\|3.71\|159532;2026-03-31\|3.71\|-2.62\|3.81\|3.87\|3.70\|172786;2026-04-01\|3.75\|1.08\|3.79\|3.81\|3.71\|164220;2026-04-02\|3.70\|-1.33\|3.75\|3.78\|3.67\|149070;2026-04-03\|3.59\|-2.97\|3.69\|3.72\|3.56\|157378;2026-04-07\|3.69\|2.79\|3.61\|3.71\|3.60\|136444;2026-04-08\|3.80\|2.98\|3.76\|3.82\|3.73\|200169;2026-04-09\|3.71\|-2.37\|3.77\|3.79\|3.70\|141828;2026-04-10\|3.75\|1.08\|3.73\|3.84\|3.73\|217359;2026-04-13\|3.78\|0.80\|3.73\|3.78\|3.71\|153544;2026-04-14\|3.82\|1.06\|3.83\|3.84\|3.75\|195944;2026-04-15\|3.72\|-2.62\|3.83\|3.84\|3.71\|203964;2026-04-16\|3.79\|1.88\|3.73\|3.80\|3.70\|165011;2026-04-17\|3.87\|2.11\|3.78\|3.89\|3.77\|292149;2026-04-20\|3.84\|-0.78\|3.88\|3.88\|3.81\|178708;2026-04-21\|3.79\|-1.30\|3.85\|3.85\|3.76\|162707;2026-04-22\|3.82\|0.79\|3.76\|3.92\|3.76\|204423;2026-04-23\|3.67\|-3.93\|3.82\|3.86\|3.64\|311551;2026-04-24\|3.64\|-0.82\|3.66\|3.67\|3.59\|171272;2026-04-27\|3.67\|0.82\|3.60\|3.67\|3.56\|150293;2026-04-28\|3.66\|-0.27\|3.63\|3.67\|3.61\|124489;2026-04-29\|3.69\|0.82\|3.68\|3.73\|3.65\|173848;2026-04-30\|3.64\|-1.35\|3.67\|3.72\|3.63\|173060;2026-05-06\|3.70\|1.65\|3.66\|3.73\|3.62\|253338;2026-05-07\|3.78\|2.16\|3.70\|3.92\|3.69\|331056;2026-05-08\|3.78\|0.00\|3.76\|3.81\|3.72\|244393;2026-05-11\|3.85\|1.85\|3.78\|3.86\|3.67\|425899;2026-05-12\|3.69\|-4.16\|3.79\|3.82\|3.67\|381120;2026-05-13\|3.67\|-0.54\|3.67\|3.69\|3.63\|185129;2026-05-14\|3.60\|-1.91\|3.68\|3.68\|3.60\|173633;2026-05-15\|3.56\|-1.11\|3.60\|3.63\|3.55\|176519;2026-05-18\|3.51\|-1.40\|3.56\|3.56\|3.48\|163217;2026-05-19\|3.58\|1.99\|3.52\|3.60\|3.52\|120419;2026-05-20\|3.69\|3.07\|3.56\|3.73\|3.52\|312166;2026-05-21\|3.51\|-4.88\|3.70\|3.73\|3.51\|247039;2026-05-22\|3.58\|1.99\|3.50\|3.61\|3.48\|163434;2026-05-25\|3.59\|0.28\|3.64\|3.65\|3.57\|130242;2026-05-26\|3.54\|-1.39\|3.56\|3.63\|3.49\|153417;2026-05-27\|3.49\|-1.41\|3.55\|3.55\|3.48\|135605;2026-05-28\|3.42\|-2.01\|3.47\|3.51\|3.38\|141159;2026-05-29\|3.31\|-3.22\|3.44\|3.50\|3.30\|154411;2026-06-01\|3.38\|2.11\|3.28\|3.47\|3.24\|156527;2026-06-02\|3.27\|-3.25\|3.35\|3.37\|3.23\|174707;2026-06-03\|3.32\|1.53\|3.26\|3.46\|3.19\|258638;2026-06-04\|3.19\|-3.92\|3.28\|3.34\|3.18\|194718;2026-06-05\|3.14\|-1.57\|3.18\|3.22\|3.13\|160398;2026-06-08\|3.03\|-3.50\|3.04\|3.15\|2.98\|173747;2026-06-09\|3.33\|9.90\|3.06\|3.33\|3.06\|282150;2026-06-10\|3.60\|8.11\|3.42\|3.66\|3.40\|1236309;2026-06-11\|3.40\|-5.56\|3.37\|3.50\|3.31\|877302;2026-06-12\|3.28\|-3.53\|3.42\|3.45\|3.28\|480836;2026-06-15\|3.54\|7.93\|3.31\|3.60\|3.27\|666553;2026-06-16\|3.89\|9.89\|3.52\|3.89\|3.49\|1107421;2026-06-17\|4.28\|10.03\|3.97\|4.28\|3.90\|1661509;2026-06-18\|4.71\|10.05\|4.60\|4.71\|4.46\|556852;2026-06-22\|4.50\|-4.46\|5.18\|5.18\|4.42\|2422227;2026-06-23\|4.95\|10.00\|4.69\|4.95\|4.37\|2105443;2026-06-24\|4.76\|-3.84\|4.71\|5.04\|4.48\|2144818;2026-06-25\|5.24\|10.08\|4.52\|5.24\|4.45\|2078936;2026-06-26\|5.76\|9.92\|5.31\|5.76\|5.31\|2522640;2026-06-29\|5.18\|-10.07\|5.73\|5.95\|5.18\|2008425;2026-06-30\|5.26\|1.54\|5.10\|5.53\|5.02\|1875428;2026-07-01\|4.87\|-7.41\|5.17\|5.20\|4.83\|1654050;2026-07-02\|4.67\|-4.11\|4.60\|4.86\|4.52\|1163631;2026-07-03\|5.14\|10.06\|4.62\|5.14\|4.55\|1836773;2026-07-06\|5.65\|9.92\|5.31\|5.65\|5.31\|1794225;2026-07-07\|5.85\|3.54\|5.60\|6.09\|5.38\|2568087;2026-07-08\|5.60\|-4.27\|5.80\|6.08\|5.55\|1884364;2026-07-09\|5.35\|-4.46\|5.55\|5.65\|5.14\|1725311;2026-07-10\|5.15\|-3.74\|5.22\|5.48\|5.12\|1283742;2026-07-13\|4.65\|-9.71\|4.97\|5.18\|4.64\|804699
113400	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB钻针设备+工业母机+国资股权转让+湖北国资行业原因：方正证券指出，AI芯片迈向万亿晶体管时代，玻璃光波导凭借优异的透光性和低光损耗，有望在2027年前后落地，成为CPO技术从"光电分封"走向"光电一体"的关键材料支撑。公司原因： 1、据上海证券报2026年6月2日报道，公司控股股东湖北省资产管理有限公司19%股权在武汉光谷联合产权交易所挂牌转让。 2、据2026年5月29日及5月27日异动公告，公司澄清网络平台流传的“PCB概念”言论缺乏事实依据，公司核心主营业务为电子信息显示终端的研发、设计、生产和销售服务；据2026年1月16日机构调研，子公司宏创智能研发投产的多工位粗精磨一体机MF6000E，其加工生产的钻针可用于加工高频高速PCB板。 3、据2026年1月16日机构调研及2025年8月9日公告，子公司宏创智能主要研发制造五轴联动多轴复合数控机床等高端产品，规划满产后年产能预计达500台。 4、据2026年3月25日年报，公司作为国资控股企业，控股股东为湖北省资产管理有限公司，最终控制人为湖北省人民政府。	实控人湖北省国资委；公司主要产品分为显示器产品及IOT智能显示终端两大系列，子公司宏创智能研发投产的精密段差磨床MF6000E，所加工钻针可用于高频高速PCB板	2026-03-03\|3.28\|-4.37\|3.43\|3.47\|3.27\|230930;2026-03-04\|3.30\|0.61\|3.25\|3.31\|3.21\|121326;2026-03-05\|3.63\|10.00\|3.35\|3.63\|3.35\|471063;2026-03-06\|3.99\|9.92\|3.65\|3.99\|3.50\|1664844;2026-03-09\|3.87\|-3.01\|3.84\|4.11\|3.83\|1506897;2026-03-10\|3.96\|2.33\|3.88\|4.00\|3.86\|1036188;2026-03-11\|3.97\|0.25\|4.02\|4.15\|3.94\|843192;2026-03-12\|3.90\|-1.76\|4.00\|4.01\|3.87\|565282;2026-03-13\|3.94\|1.03\|3.93\|4.20\|3.90\|819454;2026-03-16\|4.07\|3.30\|4.08\|4.30\|3.98\|878663;2026-03-17\|4.08\|0.25\|4.07\|4.27\|4.07\|706514;2026-03-18\|4.17\|2.21\|4.08\|4.18\|4.00\|580534;2026-03-19\|4.13\|-0.96\|4.10\|4.22\|4.01\|466926;2026-03-20\|4.54\|9.93\|4.15\|4.54\|4.10\|789710;2026-03-23\|4.09\|-9.91\|4.49\|4.49\|4.09\|1359355;2026-03-24\|4.50\|10.02\|4.09\|4.50\|4.09\|894088;2026-03-25\|4.59\|2.00\|4.50\|4.84\|4.41\|1797250;2026-03-26\|4.36\|-5.01\|4.58\|4.61\|4.30\|1136817;2026-03-27\|4.28\|-1.83\|4.26\|4.39\|4.20\|848506;2026-03-30\|4.30\|0.47\|4.12\|4.33\|3.92\|1021453;2026-03-31\|4.09\|-4.88\|4.26\|4.28\|4.07\|597411;2026-04-01\|3.84\|-6.11\|4.17\|4.22\|3.82\|846861;2026-04-02\|3.69\|-3.91\|3.83\|3.90\|3.63\|572396;2026-04-03\|3.51\|-4.88\|3.69\|3.71\|3.46\|441517;2026-04-07\|3.62\|3.13\|3.54\|3.68\|3.47\|396484;2026-04-08\|3.75\|3.59\|3.73\|3.76\|3.62\|333308;2026-04-09\|3.66\|-2.40\|3.71\|3.73\|3.60\|297435;2026-04-10\|3.65\|-0.27\|3.69\|3.76\|3.63\|291068;2026-04-13\|3.68\|0.82\|3.61\|3.69\|3.59\|258589;2026-04-14\|3.72\|1.09\|3.69\|3.73\|3.63\|257364;2026-04-15\|3.63\|-2.42\|3.73\|3.74\|3.61\|247757;2026-04-16\|3.73\|2.75\|3.64\|3.74\|3.60\|292283;2026-04-17\|3.70\|-0.80\|3.73\|3.73\|3.65\|193440;2026-04-20\|3.65\|-1.35\|3.65\|3.67\|3.52\|393993;2026-04-21\|3.57\|-2.19\|3.65\|3.65\|3.49\|325892;2026-04-22\|3.59\|0.56\|3.56\|3.60\|3.50\|195707;2026-04-23\|3.51\|-2.23\|3.58\|3.59\|3.49\|194665;2026-04-24\|3.49\|-0.57\|3.48\|3.54\|3.45\|168100;2026-04-27\|3.53\|1.15\|3.52\|3.55\|3.40\|202849;2026-04-28\|3.51\|-0.57\|3.49\|3.54\|3.47\|148239;2026-04-29\|3.55\|1.14\|3.51\|3.59\|3.48\|161393;2026-04-30\|3.59\|1.13\|3.58\|3.62\|3.53\|184824;2026-05-06\|3.57\|-0.56\|3.61\|3.62\|3.56\|186628;2026-05-07\|3.93\|10.08\|3.57\|3.93\|3.55\|601000;2026-05-08\|4.04\|2.80\|4.02\|4.23\|3.91\|1297068;2026-05-11\|3.96\|-1.98\|4.03\|4.03\|3.92\|675888;2026-05-12\|3.88\|-2.02\|3.96\|3.98\|3.86\|368968;2026-05-13\|3.92\|1.03\|3.86\|4.03\|3.85\|440333;2026-05-14\|3.80\|-3.06\|3.96\|3.96\|3.79\|341198;2026-05-15\|3.81\|0.26\|3.81\|3.87\|3.75\|303935;2026-05-18\|3.94\|3.41\|3.82\|3.97\|3.77\|509296;2026-05-19\|3.96\|0.51\|3.91\|3.98\|3.86\|356708;2026-05-20\|3.83\|-3.28\|3.93\|3.94\|3.79\|271658;2026-05-21\|3.80\|-0.78\|3.96\|4.10\|3.78\|655314;2026-05-22\|3.92\|3.16\|3.79\|3.94\|3.66\|514671;2026-05-25\|4.31\|9.95\|3.95\|4.31\|3.95\|1279603;2026-05-26\|4.74\|9.98\|4.34\|4.74\|4.34\|797726;2026-05-27\|5.21\|9.92\|4.74\|5.21\|4.55\|2439304;2026-05-28\|5.73\|9.98\|5.72\|5.73\|5.71\|615409;2026-05-29\|5.16\|-9.95\|6.30\|6.30\|5.16\|2807086;2026-06-01\|4.92\|-4.65\|4.98\|5.20\|4.72\|2436777;2026-06-02\|5.15\|4.67\|4.68\|5.41\|4.56\|2711174;2026-06-03\|4.89\|-5.05\|4.77\|5.23\|4.64\|1871803;2026-06-04\|4.79\|-2.04\|4.75\|5.20\|4.70\|1551062;2026-06-05\|4.76\|-0.63\|4.71\|5.00\|4.37\|1728057;2026-06-08\|4.36\|-8.40\|4.60\|4.86\|4.31\|1251706;2026-06-09\|4.80\|10.09\|4.55\|4.80\|4.47\|364304;2026-06-10\|4.32\|-10.00\|5.02\|5.02\|4.32\|1588408;2026-06-11\|4.10\|-5.09\|4.05\|4.29\|4.00\|1136842;2026-06-12\|4.03\|-1.71\|4.11\|4.31\|3.98\|1013834;2026-06-15\|4.17\|3.47\|4.06\|4.24\|4.06\|776846;2026-06-16\|4.26\|2.16\|4.17\|4.31\|4.06\|712814;2026-06-17\|4.18\|-1.88\|4.18\|4.33\|4.15\|656183;2026-06-18\|4.06\|-2.87\|4.14\|4.16\|3.97\|660166;2026-06-22\|3.97\|-2.22\|4.09\|4.09\|3.85\|628902;2026-06-23\|4.08\|2.77\|3.94\|4.28\|3.91\|743594;2026-06-24\|3.90\|-4.41\|4.10\|4.12\|3.83\|571678;2026-06-25\|3.77\|-3.33\|3.90\|3.95\|3.73\|484492;2026-06-26\|3.69\|-2.12\|3.78\|3.86\|3.64\|411696;2026-06-29\|3.53\|-4.34\|3.69\|3.72\|3.47\|493788;2026-06-30\|3.73\|5.67\|3.54\|3.83\|3.49\|650476;2026-07-01\|3.61\|-3.22\|3.70\|3.75\|3.59\|442566;2026-07-02\|3.56\|-1.39\|3.59\|3.71\|3.53\|420346;2026-07-03\|3.48\|-2.25\|3.60\|3.62\|3.46\|344379;2026-07-06\|3.38\|-2.87\|3.45\|3.55\|3.37\|390538;2026-07-07\|3.27\|-3.25\|3.39\|3.44\|3.24\|340821;2026-07-08\|3.17\|-3.06\|3.27\|3.29\|3.13\|302902;2026-07-09\|3.20\|0.95\|3.17\|3.26\|3.07\|380424;2026-07-10\|3.21\|0.31\|3.17\|3.33\|3.15\|438842;2026-07-13\|3.04\|-5.30\|3.21\|3.22\|3.03\|248858
113399	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板上游（PPE树脂）+光纤概念+拟收购南通星辰 1、据2026年6月11日公告，公司拟向蓝星集团发行股份购买南通星辰100%股权，南通星辰自主掌握聚苯醚PPE核心技术，产能居国内首位。 2、据2026年6月9日互动易，公司高模型对位芳纶凭借高模量性能优势，已实现光纤光缆领域全球TOP5客户稳定供货，目前总产能8000吨/年。 3、据2026年6月11日重组报告书草案，南通星辰特种PPE树脂是高频覆铜板核心基材，2025年产能达780吨，并拟新建1500吨/年项目，应用于AI服务器等市场。 4、据2026年6月11日公告，本次交易完成后，公司控股股东仍为中化股份，实际控制人仍为国务院国资委。	1、公司拟收购南通星辰100%股权，标的核心业务为环氧树脂和工程塑料，主营产品包括双酚A、环氧树脂、聚苯醚（PPE）、聚对苯二甲酸丁二酯（PBT）及系列改性工程塑料； 2、目前公司对位芳纶总产能8000吨/年，已实现光纤光缆领域全球TOP5客户稳定供货	2026-03-03\|4.56\|-4.60\|4.77\|4.78\|4.53\|693106;2026-03-04\|4.51\|-1.10\|4.50\|4.63\|4.47\|529691;2026-03-05\|4.54\|0.67\|4.54\|4.60\|4.45\|372067;2026-03-06\|4.79\|5.51\|4.52\|4.83\|4.49\|822037;2026-03-09\|4.73\|-1.25\|4.89\|4.93\|4.68\|776471;2026-03-10\|4.58\|-3.17\|4.66\|4.73\|4.56\|766356;2026-03-11\|4.79\|4.59\|4.57\|4.82\|4.52\|958026;2026-03-12\|4.93\|2.92\|4.86\|5.03\|4.77\|1158693;2026-03-13\|4.92\|-0.20\|4.93\|5.02\|4.88\|797643;2026-03-16\|4.76\|-3.25\|4.89\|5.03\|4.71\|826024;2026-03-17\|4.64\|-2.52\|4.73\|4.86\|4.64\|554142;2026-03-18\|4.56\|-1.72\|4.65\|4.67\|4.49\|559541;2026-03-19\|4.43\|-2.85\|4.55\|4.58\|4.40\|558279;2026-03-20\|4.29\|-3.16\|4.41\|4.45\|4.29\|454785;2026-03-23\|4.28\|-0.23\|4.23\|4.45\|4.13\|642160;2026-03-24\|4.29\|0.23\|4.33\|4.34\|4.13\|421959;2026-03-25\|4.41\|2.80\|4.26\|4.42\|4.24\|391734;2026-03-26\|4.33\|-1.81\|4.39\|4.55\|4.31\|427987;2026-03-27\|4.47\|3.23\|4.30\|4.51\|4.27\|488103;2026-03-30\|4.46\|-0.22\|4.45\|4.50\|4.36\|367890;2026-03-31\|4.34\|-2.69\|4.45\|4.47\|4.32\|340178;2026-04-01\|4.41\|1.61\|4.38\|4.45\|4.36\|274816;2026-04-02\|4.35\|-1.36\|4.40\|4.43\|4.32\|262441;2026-04-03\|4.17\|-4.14\|4.34\|4.37\|4.14\|335363;2026-04-07\|4.42\|6.00\|4.16\|4.43\|4.14\|477478;2026-04-08\|4.41\|-0.23\|4.40\|4.42\|4.34\|416585;2026-04-09\|4.39\|-0.45\|4.39\|4.44\|4.37\|282853;2026-04-10\|4.45\|1.37\|4.40\|4.52\|4.38\|279501;2026-04-13\|4.40\|-1.12\|4.41\|4.43\|4.27\|349974;2026-04-14\|4.39\|-0.23\|4.38\|4.41\|4.32\|238176;2026-04-15\|4.30\|-2.05\|4.38\|4.40\|4.25\|319100;2026-04-16\|4.31\|0.23\|4.29\|4.33\|4.25\|227337;2026-04-17\|4.28\|-0.70\|4.31\|4.37\|4.27\|273004;2026-04-20\|4.24\|-0.93\|4.29\|4.29\|4.18\|408294;2026-04-21\|4.19\|-1.18\|4.22\|4.23\|4.16\|235293;2026-04-22\|4.19\|0.00\|4.18\|4.22\|4.16\|263922;2026-04-23\|4.26\|1.67\|4.19\|4.31\|4.18\|347814;2026-04-24\|4.30\|0.94\|4.25\|4.32\|4.20\|306587;2026-04-27\|4.22\|-1.86\|4.28\|4.28\|4.20\|225583;2026-04-28\|4.45\|5.45\|4.21\|4.50\|4.21\|650086;2026-04-29\|4.43\|-0.45\|4.38\|4.45\|4.33\|373365;2026-04-30\|4.60\|3.84\|4.45\|4.72\|4.38\|729632;2026-05-06\|4.78\|3.91\|4.65\|4.88\|4.59\|748178;2026-05-07\|4.82\|0.84\|4.85\|4.90\|4.70\|620355;2026-05-08\|4.96\|2.90\|4.80\|5.05\|4.77\|826104;2026-05-11\|5.17\|4.23\|5.05\|5.32\|5.05\|891735;2026-05-12\|5.18\|0.19\|5.16\|5.27\|5.12\|556589;2026-05-13\|5.70\|10.04\|5.18\|5.70\|5.14\|1863721;2026-05-14\|5.88\|3.16\|5.86\|6.10\|5.77\|2262204;2026-05-15\|5.66\|-3.74\|5.86\|6.10\|5.66\|1611575;2026-05-18\|6.23\|10.07\|5.64\|6.23\|5.49\|1979444;2026-05-19\|6.13\|-1.61\|6.30\|6.45\|5.95\|2087233;2026-05-20\|6.15\|0.33\|6.13\|6.46\|6.03\|1405456;2026-05-21\|5.93\|-3.58\|6.15\|6.22\|5.85\|1381227;2026-05-22\|6.31\|6.41\|5.95\|6.49\|5.88\|1549836;2026-05-25\|5.71\|-9.51\|6.25\|6.28\|5.68\|1249842;2026-05-26\|5.78\|1.23\|5.71\|5.91\|5.59\|918882;2026-05-27\|5.40\|-6.57\|5.84\|6.17\|5.30\|1195841;2026-05-28\|5.48\|1.48\|5.32\|5.57\|5.27\|768885;2026-05-29\|5.38\|-1.82\|5.50\|5.73\|5.32\|773827;2026-06-01\|5.70\|5.95\|5.36\|5.90\|5.30\|1038258;2026-06-02\|6.27\|10.00\|5.68\|6.27\|5.48\|1725946;2026-06-03\|5.97\|-4.78\|6.37\|6.37\|5.81\|1687731;2026-06-04\|5.70\|-4.52\|5.87\|5.94\|5.65\|790849;2026-06-05\|5.70\|0.00\|5.70\|5.98\|5.51\|1035945;2026-06-08\|5.41\|-5.09\|5.48\|5.54\|5.27\|886789;2026-06-09\|5.95\|9.98\|5.85\|5.95\|5.85\|406417;2026-06-10\|6.55\|10.08\|6.55\|6.55\|6.55\|314388;2026-06-11\|7.21\|10.08\|7.21\|7.21\|7.21\|388870;2026-06-12\|7.93\|9.99\|7.90\|7.93\|7.48\|5777932;2026-06-15\|8.24\|3.91\|7.85\|8.49\|7.25\|5391538;2026-06-16\|9.06\|9.95\|9.00\|9.06\|9.00\|1031098;2026-06-17\|9.20\|1.55\|9.46\|9.85\|8.74\|5885758;2026-06-18\|8.83\|-4.02\|8.87\|9.13\|8.34\|4085814;2026-06-22\|8.76\|-0.79\|8.80\|8.96\|8.20\|3616506;2026-06-23\|8.04\|-8.22\|8.69\|8.98\|7.89\|3157740;2026-06-24\|7.85\|-2.36\|7.85\|8.09\|7.64\|2245542;2026-06-25\|8.64\|10.06\|7.81\|8.64\|7.70\|2744230;2026-06-26\|8.92\|3.24\|8.72\|9.50\|8.65\|4025320;2026-06-29\|8.03\|-9.98\|8.82\|8.99\|8.03\|2253227;2026-06-30\|7.83\|-2.49\|8.00\|8.10\|7.60\|2476860;2026-07-01\|7.96\|1.66\|7.68\|8.60\|7.68\|2442250;2026-07-02\|7.51\|-5.65\|7.50\|8.18\|7.16\|2095638;2026-07-03\|7.36\|-2.00\|7.45\|7.68\|7.26\|1371127;2026-07-06\|6.98\|-5.16\|7.39\|7.47\|6.90\|1256986;2026-07-07\|6.73\|-3.58\|6.91\|7.21\|6.69\|953931;2026-07-08\|6.39\|-5.05\|6.77\|6.84\|6.38\|1104772;2026-07-09\|6.60\|3.29\|6.44\|6.61\|6.06\|1255383;2026-07-10\|6.45\|-2.27\|6.58\|6.96\|6.44\|1207943;2026-07-13\|5.99\|-7.13\|6.34\|6.39\|5.95\|618809
113398	全球最大PPE树脂产区停产，PCB材料持续涨价	PPO树脂+先进封装+可转债申购行业原因： 1、据财闻6月25日报道，台积电已向客户通知调涨晶圆代工价格，范围从3nm扩及7nm及以下所有先进制程，整体涨幅约5%至10%。 2、据财闻6月23日报道，花旗大幅上调长电科技、通富微电、华天科技三大封测厂商目标价，认为封测行业已转变为先进封装关键赋能者，在AI驱动下进入超级景气周期，行业估值逻辑正被重塑。公司原因： 1、据2026年6月25日公告，公司向不特定对象发行25亿元可转换公司债券于今日进行原股东优先配售及网上申购，募集资金拟用于年产1万吨硅碳负极材料等绿色新能源电池材料产业化项目及补充流动资金。 2、据2026年5月14日互动易，PPO/OPE树脂仍将作为M9等高阶高速覆铜板主要材料，整体需求有望持续提升，公司是国内相关领域的重要供应商之一；据2026年5月19日机构调研，公司可提供M6/M7/M8/M9全系列高频高速树脂产品，供应国内外一线覆铜板厂商。 3、据2026年6月1日互动易，公司先进电子材料产品广泛应用于先进封装等领域，已配合产业链完成多款HBM和HBF材料的国产化开发，如萘酚型环氧树脂及特殊的固化剂等。	国内领先的PCB基板用电子树脂供应商	2026-03-03\|34.37\|-3.97\|36.40\|36.48\|34.30\|342823;2026-03-04\|34.59\|0.64\|34.08\|35.75\|34.06\|260084;2026-03-05\|34.69\|0.29\|35.60\|35.80\|34.39\|215527;2026-03-06\|33.90\|-2.28\|34.50\|35.00\|33.46\|211881;2026-03-09\|32.80\|-3.24\|33.02\|33.27\|31.73\|302098;2026-03-10\|33.60\|2.44\|33.19\|33.97\|33.15\|153542;2026-03-11\|33.43\|-0.51\|33.58\|34.58\|33.31\|192682;2026-03-12\|33.70\|0.81\|33.21\|34.09\|32.57\|220593;2026-03-13\|33.92\|0.65\|33.40\|34.54\|33.22\|246458;2026-03-16\|33.75\|-0.50\|33.92\|33.92\|32.23\|258528;2026-03-17\|31.38\|-7.02\|33.42\|34.06\|31.00\|266158;2026-03-18\|32.50\|3.57\|31.54\|32.66\|31.35\|188048;2026-03-19\|31.27\|-3.78\|32.01\|32.40\|31.21\|152018;2026-03-20\|30.80\|-1.50\|31.48\|31.84\|30.77\|156212;2026-03-23\|29.45\|-4.38\|30.01\|30.72\|29.20\|234699;2026-03-24\|29.88\|1.46\|29.98\|29.99\|28.92\|135228;2026-03-25\|30.67\|2.64\|30.10\|31.03\|30.03\|126536;2026-03-26\|29.88\|-2.58\|30.57\|30.61\|29.72\|94743;2026-03-27\|29.92\|0.13\|29.45\|30.40\|29.32\|93986;2026-03-30\|29.60\|-1.07\|29.00\|29.78\|28.99\|100325;2026-03-31\|28.83\|-2.60\|29.66\|29.69\|28.83\|119365;2026-04-01\|30.28\|5.03\|29.40\|30.85\|29.20\|181094;2026-04-02\|29.48\|-2.64\|30.03\|30.46\|29.31\|125489;2026-04-03\|32.43\|10.01\|29.79\|32.43\|29.66\|342569;2026-04-07\|35.67\|9.99\|34.60\|35.67\|34.38\|398602;2026-04-08\|35.77\|0.28\|36.00\|36.00\|34.02\|702493;2026-04-09\|36.47\|1.96\|35.69\|37.52\|35.34\|600394;2026-04-10\|36.51\|0.11\|36.75\|37.28\|36.28\|415623;2026-04-13\|37.51\|2.74\|36.20\|37.99\|36.20\|407061;2026-04-14\|37.15\|-0.96\|37.45\|38.48\|36.90\|451573;2026-04-15\|36.55\|-1.62\|37.10\|38.22\|36.40\|350953;2026-04-16\|36.66\|0.30\|36.89\|37.36\|35.90\|285908;2026-04-17\|38.62\|5.35\|36.33\|39.03\|36.33\|477244;2026-04-20\|36.78\|-4.76\|38.27\|38.55\|36.51\|443663;2026-04-21\|36.68\|-0.27\|36.60\|36.90\|35.71\|336593;2026-04-22\|37.75\|2.92\|36.60\|38.30\|36.48\|372719;2026-04-23\|38.52\|2.04\|38.19\|39.27\|36.98\|543748;2026-04-24\|38.05\|-1.22\|38.15\|39.33\|37.77\|343463;2026-04-27\|39.70\|4.34\|37.00\|40.80\|36.03\|819026;2026-04-28\|37.85\|-4.66\|40.13\|40.60\|37.65\|494723;2026-04-29\|40.81\|7.82\|37.75\|41.40\|37.24\|676466;2026-04-30\|39.08\|-4.24\|40.59\|40.79\|38.86\|471419;2026-05-06\|40.79\|4.38\|39.70\|41.20\|39.32\|548395;2026-05-07\|40.80\|0.02\|40.15\|41.75\|39.10\|530024;2026-05-08\|39.66\|-2.79\|40.07\|40.82\|39.45\|368718;2026-05-11\|37.85\|-4.56\|39.95\|39.98\|37.30\|544736;2026-05-12\|38.42\|1.51\|38.20\|38.65\|36.89\|398098;2026-05-13\|42.26\|9.99\|37.91\|42.26\|37.70\|533547;2026-05-14\|42.05\|-0.50\|43.50\|44.00\|41.54\|631367;2026-05-15\|42.08\|0.07\|43.25\|44.19\|41.65\|511148;2026-05-18\|44.08\|4.75\|41.50\|44.96\|41.37\|555548;2026-05-19\|46.01\|4.38\|44.08\|46.66\|42.38\|591955;2026-05-20\|47.87\|4.04\|45.17\|48.50\|44.80\|533610;2026-05-21\|43.96\|-8.17\|47.99\|47.99\|43.96\|533384;2026-05-22\|45.72\|4.00\|44.70\|47.50\|43.66\|529379;2026-05-25\|45.85\|0.28\|46.99\|47.22\|43.98\|543910;2026-05-26\|45.00\|-1.85\|45.21\|45.62\|42.90\|542649;2026-05-27\|45.07\|0.16\|46.71\|48.00\|44.68\|539367;2026-05-28\|48.66\|7.97\|44.02\|49.34\|43.51\|639193;2026-05-29\|46.39\|-4.67\|48.78\|49.78\|46.08\|533684;2026-06-01\|49.20\|6.06\|47.00\|51.03\|47.00\|805097;2026-06-02\|54.12\|10.00\|48.22\|54.12\|48.21\|710110;2026-06-03\|54.65\|0.98\|53.33\|56.95\|53.20\|849735;2026-06-04\|54.40\|-0.46\|53.54\|55.82\|52.43\|625262;2026-06-05\|52.70\|-3.12\|53.45\|54.20\|50.05\|518331;2026-06-08\|49.67\|-5.75\|50.00\|53.39\|49.15\|498489;2026-06-09\|54.64\|10.01\|54.64\|54.64\|54.64\|75395;2026-06-10\|60.10\|9.99\|60.10\|60.10\|60.10\|178618;2026-06-11\|61.00\|1.50\|62.00\|65.08\|57.01\|1323175;2026-06-12\|58.32\|-3.36\|59.00\|63.48\|57.05\|1077546;2026-06-15\|64.15\|10.00\|57.99\|64.15\|57.94\|635444;2026-06-16\|67.06\|4.54\|65.90\|67.98\|64.31\|961111;2026-06-17\|66.40\|-0.98\|65.12\|69.47\|65.01\|884789;2026-06-18\|69.82\|5.15\|64.66\|71.80\|64.01\|791316;2026-06-22\|73.52\|5.30\|71.02\|74.50\|67.66\|854430;2026-06-23\|66.17\|-10.00\|73.65\|73.68\|66.17\|831951;2026-06-24\|66.33\|0.24\|64.50\|68.79\|61.95\|684560;2026-06-25\|72.96\|10.00\|65.19\|72.96\|63.30\|780913;2026-06-26\|66.71\|-8.57\|71.46\|71.46\|65.99\|697519;2026-06-29\|62.69\|-6.03\|66.74\|68.05\|60.50\|631402;2026-06-30\|63.57\|1.40\|61.97\|65.07\|61.77\|527206;2026-07-01\|62.73\|-1.32\|63.90\|64.50\|61.36\|471926;2026-07-02\|57.35\|-8.58\|58.10\|60.86\|57.21\|527158;2026-07-03\|55.70\|-2.88\|57.00\|58.85\|55.06\|481041;2026-07-06\|57.70\|3.59\|57.04\|59.00\|54.00\|537467;2026-07-07\|57.70\|0.00\|57.00\|60.26\|56.73\|468575;2026-07-08\|53.96\|-6.48\|58.46\|58.88\|53.80\|450550;2026-07-09\|55.31\|2.50\|54.82\|55.69\|52.39\|480281;2026-07-10\|52.38\|-5.30\|55.50\|57.16\|52.38\|445717;2026-07-13\|51.05\|-2.54\|52.43\|53.94\|50.79\|257832
113397	全球最大PPE树脂产区停产，PCB材料持续涨价	风电胶粘剂+半导体材料+唐山国资公司原因： 1、据2025年7月8日投资者关系活动记录表，公司风电叶片环氧结构胶国内市场占有率第一，风电环氧灌注树脂国内份额领先，2025年前三季度风电叶片系列产品需求旺盛，带动胶粘剂板块销量增长。 2、据2026年2月10日公告，公司全资子公司康达新材料集团大连有限公司拟投资建设“3万吨/年聚亚芳基醚(PAE)项目”，项目计划总投资6.46亿元。项目建成投产后，可生产3万吨/年聚亚芳基醚(PAE)，副产邻甲酚8050吨/年，中间产品2,6二甲酚(DMP)3.1万吨/年。 3、据2025年半年报及2025年10月14日互动易，公司重点布局以电子信息材料为核心的第二增长曲线，涵盖ITO靶材、氧化铝靶材、CMP抛光液、LTCC等无机半导体材料，并拟收购成都中科华微电子股权及北一半导体股权，拓展MCU、功率器件等半导体产品线。 4、据2024年年度报告及互动易，公司控股股东为唐山工业控股集团有限公司，最终控制人为唐山市国资委，具备国有控股背景。	子公司康达新材料投资建设3万吨/年聚亚芳基醚（PAE）项目，项目建成投产后，可生产3万吨/年聚亚芳基醚（PAE），副产邻甲酚8050吨/年，中间产品2,6二甲酚（DMP）3.1万吨/年；其中副产物邻甲酚可作为公司子公司大连齐化电子级环氧树脂原材料	2026-03-03\|13.75\|-7.16\|14.81\|14.86\|13.66\|174008;2026-03-04\|13.70\|-0.36\|13.46\|13.91\|13.44\|95274;2026-03-05\|13.88\|1.31\|13.96\|14.09\|13.77\|82530;2026-03-06\|14.00\|0.86\|13.83\|14.10\|13.76\|74871;2026-03-09\|13.74\|-1.86\|13.80\|13.86\|13.45\|96812;2026-03-10\|14.05\|2.26\|13.82\|14.06\|13.82\|63398;2026-03-11\|13.98\|-0.50\|14.05\|14.18\|13.91\|58939;2026-03-12\|13.95\|-0.21\|14.03\|14.20\|13.88\|82824;2026-03-13\|15.35\|10.04\|13.84\|15.35\|13.81\|328678;2026-03-16\|14.68\|-4.36\|15.00\|15.20\|14.26\|446933;2026-03-17\|13.99\|-4.70\|14.61\|14.89\|13.99\|248959;2026-03-18\|13.99\|0.00\|14.10\|14.18\|13.84\|156473;2026-03-19\|13.20\|-5.65\|13.80\|13.85\|13.11\|205783;2026-03-20\|12.76\|-3.33\|13.29\|13.41\|12.76\|143201;2026-03-23\|11.73\|-8.07\|12.47\|12.56\|11.65\|171208;2026-03-24\|12.24\|4.35\|12.16\|12.25\|11.84\|130318;2026-03-25\|12.45\|1.72\|12.25\|12.52\|12.24\|90013;2026-03-26\|12.32\|-1.04\|12.44\|12.61\|12.22\|81666;2026-03-27\|12.58\|2.11\|12.18\|12.71\|12.11\|78050;2026-03-30\|12.68\|0.79\|12.49\|12.72\|12.36\|72583;2026-03-31\|12.42\|-2.05\|12.66\|12.79\|12.41\|64434;2026-04-01\|12.65\|1.85\|12.70\|12.76\|12.57\|61318;2026-04-02\|12.46\|-1.50\|12.61\|12.77\|12.34\|63614;2026-04-03\|12.21\|-2.01\|12.47\|12.51\|12.18\|52638;2026-04-07\|12.59\|3.11\|12.21\|12.61\|12.20\|73925;2026-04-08\|13.00\|3.26\|12.79\|13.00\|12.63\|83830;2026-04-09\|13.01\|0.08\|12.85\|13.10\|12.81\|54410;2026-04-10\|13.15\|1.08\|13.09\|13.29\|13.06\|53237;2026-04-13\|13.21\|0.46\|13.08\|13.25\|13.03\|54416;2026-04-14\|13.37\|1.21\|13.30\|13.40\|13.19\|60488;2026-04-15\|13.29\|-0.60\|13.40\|13.53\|13.27\|55365;2026-04-16\|13.38\|0.68\|13.28\|13.44\|13.22\|47213;2026-04-17\|14.04\|4.93\|13.37\|14.15\|13.32\|169900;2026-04-20\|13.91\|-0.93\|13.91\|14.18\|13.78\|121895;2026-04-21\|14.18\|1.94\|13.90\|14.30\|13.71\|172896;2026-04-22\|14.20\|0.14\|14.13\|14.32\|14.05\|132527;2026-04-23\|13.83\|-2.61\|14.15\|14.20\|13.74\|127493;2026-04-24\|13.97\|1.01\|13.73\|14.20\|13.67\|113429;2026-04-27\|14.35\|2.72\|13.88\|14.43\|13.86\|170697;2026-04-28\|13.95\|-2.79\|13.75\|13.99\|13.42\|167534;2026-04-29\|13.55\|-2.87\|13.77\|13.79\|13.52\|133994;2026-04-30\|13.47\|-0.59\|13.43\|13.74\|13.32\|87415;2026-05-06\|13.54\|0.52\|13.62\|13.62\|13.45\|101140;2026-05-07\|13.64\|0.74\|13.55\|13.74\|13.46\|86450;2026-05-08\|14.35\|5.21\|13.53\|14.56\|13.51\|248139;2026-05-11\|14.40\|0.35\|14.35\|14.59\|14.20\|197646;2026-05-12\|14.19\|-1.46\|14.42\|14.48\|14.04\|115436;2026-05-13\|14.38\|1.34\|14.12\|14.61\|13.95\|135009;2026-05-14\|14.00\|-2.64\|14.39\|14.45\|13.96\|124967;2026-05-15\|14.08\|0.57\|14.56\|15.40\|13.98\|357620;2026-05-18\|13.78\|-2.13\|14.33\|14.50\|13.68\|221020;2026-05-19\|13.82\|0.29\|13.85\|14.14\|13.38\|197207;2026-05-20\|13.88\|0.43\|13.71\|14.34\|13.71\|172895;2026-05-21\|14.00\|0.86\|13.94\|14.98\|13.94\|301936;2026-05-22\|14.69\|4.93\|14.15\|14.82\|13.61\|307597;2026-05-25\|14.90\|1.43\|15.24\|15.40\|14.70\|363769;2026-05-26\|15.01\|0.74\|14.70\|15.08\|14.53\|283994;2026-05-27\|15.97\|6.40\|15.00\|16.51\|14.84\|676191;2026-05-28\|17.57\|10.02\|15.87\|17.57\|15.60\|502968;2026-05-29\|15.72\|-10.02\|18.69\|18.97\|15.72\|885544;2026-06-01\|15.91\|1.21\|14.71\|16.49\|14.71\|629988;2026-06-02\|16.30\|2.45\|15.85\|16.42\|15.44\|531291;2026-06-03\|16.04\|-1.60\|16.20\|16.84\|15.75\|446560;2026-06-04\|16.55\|3.18\|15.66\|16.69\|15.52\|500881;2026-06-05\|16.62\|0.42\|16.57\|17.05\|16.33\|587400;2026-06-08\|15.81\|-4.87\|15.42\|16.64\|15.40\|379372;2026-06-09\|17.39\|9.99\|17.39\|17.39\|17.39\|194230;2026-06-10\|19.13\|10.01\|18.09\|19.13\|17.85\|775529;2026-06-11\|17.22\|-9.98\|17.82\|18.22\|17.22\|461721;2026-06-12\|15.50\|-9.99\|16.60\|16.88\|15.50\|650068;2026-06-15\|16.28\|5.03\|15.20\|16.58\|15.18\|560517;2026-06-16\|17.11\|5.10\|16.33\|17.34\|16.20\|484435;2026-06-17\|17.38\|1.58\|16.70\|17.54\|16.66\|477500;2026-06-18\|17.73\|2.01\|17.39\|17.85\|16.94\|495716;2026-06-22\|18.80\|6.04\|18.27\|18.98\|18.10\|556523;2026-06-23\|17.85\|-5.05\|18.41\|18.85\|17.71\|445881;2026-06-24\|17.60\|-1.40\|17.51\|17.90\|17.25\|304825;2026-06-25\|17.16\|-2.50\|17.77\|17.93\|16.93\|365303;2026-06-26\|16.57\|-3.44\|17.34\|17.39\|16.40\|294283;2026-06-29\|17.34\|4.65\|16.67\|18.20\|16.10\|470198;2026-06-30\|17.09\|-1.44\|16.81\|17.23\|16.35\|346923;2026-07-01\|17.84\|4.39\|17.11\|17.85\|16.81\|464852;2026-07-02\|18.40\|3.14\|17.25\|18.83\|16.47\|539125;2026-07-03\|17.29\|-6.03\|18.07\|18.27\|17.03\|394714;2026-07-06\|15.66\|-9.43\|17.28\|17.41\|15.56\|359645;2026-07-07\|15.07\|-3.77\|15.41\|16.14\|14.90\|239246;2026-07-08\|14.13\|-6.24\|14.85\|14.98\|14.01\|269594;2026-07-09\|13.95\|-1.27\|14.10\|14.27\|13.20\|249648;2026-07-10\|13.54\|-2.94\|13.99\|14.34\|13.51\|234745;2026-07-13\|12.62\|-6.79\|13.39\|13.45\|12.62\|135873
113396	全球最大PPE树脂产区停产，PCB材料持续涨价	铜基新材料+液冷散热+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2025年年报，公司铜基新材料产品广泛应用于PCB制造及服务器液冷散热领域，高精密铜基散热片已应用于服务器液冷散热。据中国电子电路行业协会榜单，公司铜基类专用材料排名蝉联国内第一。 2、据国泰海通证券2026年5月17日研报，AI服务器未来三至五年需求明确，公司铜粉与散热业务为增量核心，维持“增持”评级。 3、据2026年4月29日公告，公司2026年一季度实现营收31.65亿元，同比增长39.70%，归母净利润7816.12万元，同比增长113.91%。	公司铜基新材料产品广泛应用于PCB制造及服务器液冷散热领域，高精密铜基散热片已应用于服务器液冷散热	2026-03-03\|114.50\|-5.03\|119.01\|120.98\|114.35\|31665;2026-03-04\|113.77\|-0.64\|113.04\|119.12\|111.18\|20548;2026-03-05\|111.62\|-1.89\|116.98\|119.00\|110.37\|21497;2026-03-06\|104.21\|-6.64\|112.02\|113.29\|103.99\|24561;2026-03-09\|98.50\|-5.48\|100.00\|102.30\|93.79\|26344;2026-03-10\|107.00\|8.63\|100.00\|107.80\|98.23\|22703;2026-03-11\|103.08\|-3.66\|107.82\|111.11\|102.40\|27458;2026-03-12\|101.57\|-1.46\|103.08\|105.80\|100.35\|15115;2026-03-13\|100.40\|-1.15\|100.50\|103.12\|99.30\|10588;2026-03-16\|101.01\|0.61\|100.45\|101.34\|96.30\|17539;2026-03-17\|96.89\|-4.08\|103.00\|103.80\|96.50\|17471;2026-03-18\|100.04\|3.25\|97.60\|101.31\|95.82\|18056;2026-03-19\|102.73\|2.69\|98.37\|106.50\|97.37\|32727;2026-03-20\|100.50\|-2.17\|102.00\|105.55\|100.00\|19733;2026-03-23\|96.84\|-3.64\|98.00\|102.00\|95.50\|22232;2026-03-24\|99.48\|2.73\|98.67\|100.95\|94.51\|26431;2026-03-25\|102.55\|3.09\|99.48\|103.50\|99.48\|26747;2026-03-26\|101.82\|-0.71\|102.46\|105.55\|100.52\|35656;2026-03-27\|107.75\|5.82\|99.55\|109.65\|97.00\|52070;2026-03-30\|103.79\|-3.68\|105.40\|106.20\|102.58\|28985;2026-03-31\|103.21\|-0.56\|103.59\|104.44\|99.38\|27305;2026-04-01\|105.04\|1.77\|104.78\|107.52\|103.00\|20530;2026-04-02\|102.12\|-2.78\|104.48\|109.97\|101.40\|19142;2026-04-03\|105.18\|3.00\|103.20\|109.80\|101.50\|25718;2026-04-07\|110.84\|5.38\|107.28\|115.41\|106.00\|38035;2026-04-08\|114.20\|3.03\|113.00\|115.20\|108.80\|27548;2026-04-09\|117.00\|2.45\|113.38\|118.00\|113.00\|30385;2026-04-10\|116.91\|-0.08\|117.58\|118.51\|115.14\|21393;2026-04-13\|122.23\|4.55\|115.60\|125.00\|115.60\|24958;2026-04-14\|121.15\|-0.88\|124.00\|124.00\|120.00\|20159;2026-04-15\|120.51\|-0.53\|122.35\|122.75\|119.58\|15504;2026-04-16\|124.56\|3.36\|122.80\|125.82\|119.66\|17684;2026-04-17\|124.02\|-0.43\|124.88\|126.12\|122.56\|16478;2026-04-20\|122.75\|-1.02\|124.52\|124.65\|119.02\|23483;2026-04-21\|123.65\|0.73\|121.67\|125.68\|121.67\|12102;2026-04-22\|127.55\|3.15\|125.00\|127.70\|121.80\|21402;2026-04-23\|124.02\|-2.77\|127.95\|128.46\|123.38\|16190;2026-04-24\|130.68\|5.37\|125.47\|132.38\|124.05\|27618;2026-04-27\|132.53\|1.42\|129.02\|134.00\|129.02\|19327;2026-04-28\|136.13\|2.72\|132.10\|141.00\|130.88\|34183;2026-04-29\|128.18\|-5.84\|135.07\|137.35\|126.12\|63999;2026-04-30\|127.10\|-0.84\|128.18\|132.50\|125.13\|27291;2026-05-06\|127.91\|0.64\|127.45\|130.21\|126.49\|27861;2026-05-07\|130.65\|2.14\|128.00\|133.59\|124.20\|32085;2026-05-08\|134.90\|3.25\|130.65\|138.12\|130.65\|39190;2026-05-11\|133.45\|-1.07\|134.10\|136.92\|132.03\|25133;2026-05-12\|132.30\|-0.86\|135.10\|135.10\|130.00\|21532;2026-05-13\|132.12\|-0.14\|132.71\|134.71\|128.50\|33470;2026-05-14\|125.08\|-5.33\|132.50\|133.97\|123.01\|35382;2026-05-15\|119.55\|-4.42\|126.33\|127.60\|118.20\|31735;2026-05-18\|120.10\|0.46\|122.00\|122.47\|119.03\|22007;2026-05-19\|120.61\|0.42\|120.38\|121.00\|115.06\|20370;2026-05-20\|123.48\|2.38\|120.61\|123.48\|119.16\|20170;2026-05-21\|117.85\|-4.56\|123.97\|127.45\|117.11\|22428;2026-05-22\|126.01\|6.92\|117.83\|127.90\|117.00\|26537;2026-05-25\|135.80\|7.77\|135.00\|137.56\|129.50\|39614;2026-05-26\|137.91\|1.55\|137.00\|140.00\|134.42\|32657;2026-05-27\|136.01\|-1.38\|139.15\|142.80\|134.68\|28540;2026-05-28\|137.15\|0.84\|138.24\|140.78\|133.58\|23003;2026-05-29\|137.46\|0.23\|139.00\|147.44\|135.57\|39287;2026-06-01\|132.20\|-3.83\|137.15\|140.42\|131.86\|31027;2026-06-02\|142.97\|8.15\|132.98\|144.59\|130.20\|42921;2026-06-03\|148.32\|4.08\|140.51\|156.58\|140.10\|47778;2026-06-04\|152.73\|2.97\|146.00\|153.76\|145.02\|38689;2026-06-05\|168.00\|10.00\|154.00\|168.00\|150.22\|40573;2026-06-08\|151.20\|-10.00\|159.80\|159.80\|151.20\|52959;2026-06-09\|166.32\|10.00\|152.25\|166.32\|147.13\|68071;2026-06-10\|167.88\|0.94\|162.99\|172.50\|161.00\|51363;2026-06-11\|178.80\|6.50\|165.68\|184.67\|165.68\|63040;2026-06-12\|178.70\|-0.06\|178.00\|187.78\|174.58\|63673;2026-06-15\|196.00\|9.68\|178.71\|196.30\|176.00\|59775;2026-06-16\|202.45\|3.29\|193.65\|203.50\|190.50\|59031;2026-06-17\|192.10\|-5.11\|197.99\|204.55\|190.88\|57282;2026-06-18\|211.31\|10.00\|192.10\|211.31\|192.05\|43409;2026-06-22\|201.00\|-4.88\|219.17\|220.00\|198.00\|66603;2026-06-23\|183.30\|-8.81\|206.00\|206.66\|180.90\|71289;2026-06-24\|184.00\|0.38\|183.42\|189.90\|178.16\|49550;2026-06-25\|188.60\|2.50\|183.55\|194.00\|181.08\|47118;2026-06-26\|178.35\|-5.43\|185.01\|186.00\|175.81\|45217;2026-06-29\|179.56\|0.68\|178.44\|184.78\|174.00\|44358;2026-06-30\|186.98\|4.13\|179.56\|190.50\|176.20\|51452;2026-07-01\|184.20\|-1.49\|182.80\|189.60\|178.50\|42720;2026-07-02\|172.83\|-6.17\|180.00\|184.98\|172.01\|39470;2026-07-03\|172.63\|-0.12\|173.40\|179.99\|172.00\|38353;2026-07-06\|161.10\|-6.68\|173.51\|176.99\|161.00\|52473;2026-07-07\|158.10\|-1.86\|166.14\|166.14\|156.00\|37072;2026-07-08\|154.65\|-2.18\|160.00\|161.71\|154.51\|24468;2026-07-09\|156.22\|1.02\|156.99\|157.49\|148.50\|25288;2026-07-10\|149.81\|-4.10\|158.79\|162.58\|149.60\|31765;2026-07-13\|141.31\|-5.67\|148.60\|152.88\|140.50\|23856
113395	全球最大PPE树脂产区停产，PCB材料持续涨价	PCB概念+电解铜箔+铜箔增资行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年5月28日互动易，公司电子电路铜箔产品已向生益科技、南亚新材、奥士康、东山精密等下游头部客户批量供应；据2026年4月21日年报，公司自主研发的RTF、LP、HTE等高附加值电子铜箔已实现规模化量产。 2、据企查查APP显示，2026年6月16日，公司全资子公司亨通精密铜箔科技德阳有限公司注册资本由6亿元增至9亿元，增幅50%。 3、据2026年4月21日年报，公司主营业务为电解铜箔、生物兽药及饲料添加剂，电解铜箔年产能达2.5万吨，铜箔业务营收占比71.48%；HVLP系列、RTF-Ⅲ型等高端产品持续推进客户验证，受益于AI算力及PCB产业需求增长。	公司的主要产品是电子铜箔、锂电铜箔等，电子铜箔是制作覆铜板（CCL）和印制电路板（PCB）的重要基础原材料；股东济南泰翔拟协议转让5.24%股份给蒋海东	2026-03-03\|5.44\|-6.37\|5.83\|5.87\|5.41\|1107868;2026-03-04\|5.45\|0.18\|5.21\|5.50\|5.21\|680705;2026-03-05\|5.59\|2.57\|5.47\|5.71\|5.47\|703507;2026-03-06\|5.75\|2.86\|5.58\|5.77\|5.58\|537394;2026-03-09\|5.71\|-0.70\|5.65\|5.73\|5.52\|674405;2026-03-10\|5.68\|-0.53\|5.77\|5.82\|5.65\|550592;2026-03-11\|5.58\|-1.76\|5.68\|5.73\|5.55\|538933;2026-03-12\|5.47\|-1.97\|5.59\|5.64\|5.41\|517300;2026-03-13\|6.02\|10.05\|5.48\|6.02\|5.40\|1813700;2026-03-16\|5.42\|-9.97\|5.93\|5.93\|5.42\|1989293;2026-03-17\|5.11\|-5.72\|5.38\|5.45\|5.09\|1030673;2026-03-18\|5.20\|1.76\|5.15\|5.21\|5.08\|512748;2026-03-19\|4.98\|-4.23\|5.13\|5.14\|4.95\|591247;2026-03-20\|4.77\|-4.22\|5.01\|5.06\|4.77\|649002;2026-03-23\|4.50\|-5.66\|4.66\|4.73\|4.44\|863938;2026-03-24\|4.71\|4.67\|4.66\|4.72\|4.46\|682518;2026-03-25\|4.86\|3.18\|4.72\|4.92\|4.71\|542074;2026-03-26\|4.76\|-2.06\|5.06\|5.08\|4.75\|827596;2026-03-27\|4.81\|1.05\|4.67\|4.85\|4.61\|467599;2026-03-30\|4.76\|-1.04\|4.72\|4.80\|4.65\|460997;2026-03-31\|4.64\|-2.52\|4.76\|4.78\|4.64\|456041;2026-04-01\|4.77\|2.80\|4.71\|4.79\|4.68\|415150;2026-04-02\|4.65\|-2.52\|4.75\|4.80\|4.60\|363470;2026-04-03\|4.66\|0.22\|4.67\|4.74\|4.64\|334067;2026-04-07\|4.77\|2.36\|4.67\|4.90\|4.66\|506127;2026-04-08\|4.93\|3.35\|4.83\|4.94\|4.81\|507735;2026-04-09\|5.18\|5.07\|4.90\|5.27\|4.86\|1047045;2026-04-10\|5.17\|-0.19\|5.20\|5.28\|5.13\|550829;2026-04-13\|5.26\|1.74\|5.10\|5.28\|5.08\|547128;2026-04-14\|5.31\|0.95\|5.28\|5.32\|5.23\|494957;2026-04-15\|5.32\|0.19\|5.31\|5.43\|5.29\|590855;2026-04-16\|5.41\|1.69\|5.31\|5.42\|5.24\|569213;2026-04-17\|5.40\|-0.18\|5.43\|5.49\|5.37\|452002;2026-04-20\|5.37\|-0.56\|5.40\|5.47\|5.35\|565419;2026-04-21\|5.29\|-1.49\|5.30\|5.35\|5.13\|562969;2026-04-22\|5.33\|0.76\|5.29\|5.40\|5.22\|571502;2026-04-23\|5.16\|-3.19\|5.30\|5.35\|5.14\|603480;2026-04-24\|5.21\|0.97\|5.15\|5.25\|5.10\|540769;2026-04-27\|5.41\|3.84\|5.21\|5.45\|5.13\|777788;2026-04-28\|5.25\|-2.96\|5.36\|5.42\|5.22\|589482;2026-04-29\|5.25\|0.00\|5.23\|5.31\|5.15\|508750;2026-04-30\|5.40\|2.86\|5.24\|5.46\|5.23\|851202;2026-05-06\|5.57\|3.15\|5.40\|5.63\|5.39\|920980;2026-05-07\|5.73\|2.87\|5.63\|5.78\|5.59\|975273;2026-05-08\|5.65\|-1.40\|5.70\|5.75\|5.61\|853445;2026-05-11\|5.59\|-1.06\|5.70\|5.80\|5.54\|1094749;2026-05-12\|5.58\|-0.18\|5.61\|5.62\|5.48\|919874;2026-05-13\|5.57\|-0.18\|5.58\|5.64\|5.48\|708212;2026-05-14\|5.67\|1.80\|5.57\|5.90\|5.43\|1571171;2026-05-15\|5.64\|-0.53\|5.71\|5.82\|5.61\|1246506;2026-05-18\|5.76\|2.13\|5.57\|5.82\|5.54\|862442;2026-05-19\|5.81\|0.87\|5.77\|5.90\|5.64\|833568;2026-05-20\|6.03\|3.79\|5.80\|6.06\|5.76\|1155945;2026-05-21\|5.85\|-2.99\|6.01\|6.10\|5.84\|1160689;2026-05-22\|6.07\|3.76\|5.93\|6.14\|5.90\|1091220;2026-05-25\|6.48\|6.75\|6.08\|6.68\|6.02\|2290046;2026-05-26\|6.73\|3.86\|6.50\|6.79\|6.31\|2180158;2026-05-27\|6.63\|-1.49\|6.70\|7.04\|6.57\|2188768;2026-05-28\|6.65\|0.30\|6.62\|6.74\|6.49\|1314263;2026-05-29\|6.39\|-3.91\|6.73\|6.85\|6.34\|1407953;2026-06-01\|6.08\|-4.85\|6.39\|6.45\|6.07\|1359063;2026-06-02\|6.08\|0.00\|6.01\|6.17\|5.81\|1128882;2026-06-03\|6.10\|0.33\|6.09\|6.27\|6.00\|979662;2026-06-04\|6.71\|10.00\|6.20\|6.71\|6.09\|2403182;2026-06-05\|6.94\|3.43\|6.88\|7.15\|6.50\|2852551;2026-06-08\|6.75\|-2.74\|6.60\|6.93\|6.60\|1681160;2026-06-09\|7.43\|10.07\|6.83\|7.43\|6.82\|2202878;2026-06-10\|7.79\|4.85\|7.44\|7.89\|7.30\|2911624;2026-06-11\|7.50\|-3.72\|7.62\|8.16\|7.41\|3322873;2026-06-12\|7.50\|0.00\|7.62\|7.92\|7.38\|2468618;2026-06-15\|8.25\|10.00\|7.50\|8.25\|7.44\|2445728;2026-06-16\|8.75\|6.06\|8.35\|8.90\|8.26\|3455721;2026-06-17\|8.87\|1.37\|8.70\|9.17\|8.57\|3036107;2026-06-18\|9.76\|10.03\|8.87\|9.76\|8.87\|2278048;2026-06-22\|10.58\|8.40\|10.10\|10.74\|9.85\|4362647;2026-06-23\|10.37\|-1.98\|10.69\|10.77\|9.84\|3133978;2026-06-24\|11.41\|10.03\|10.18\|11.41\|10.18\|3103933;2026-06-25\|11.20\|-1.84\|11.41\|11.99\|11.03\|4212021;2026-06-26\|10.53\|-5.98\|11.01\|11.11\|10.36\|2926588;2026-06-29\|9.57\|-9.12\|10.56\|10.94\|9.49\|3264177;2026-06-30\|9.59\|0.21\|9.40\|9.77\|9.25\|2507200;2026-07-01\|9.68\|0.94\|9.59\|10.25\|9.46\|2386650;2026-07-02\|9.63\|-0.52\|9.31\|10.12\|9.20\|2428916;2026-07-03\|9.20\|-4.47\|9.50\|9.70\|9.16\|2073872;2026-07-06\|8.77\|-4.67\|9.42\|9.53\|8.67\|2148277;2026-07-07\|8.61\|-1.82\|8.61\|9.10\|8.45\|1621003;2026-07-08\|8.57\|-0.46\|8.78\|9.37\|8.52\|2338379;2026-07-09\|8.48\|-1.05\|8.77\|8.78\|8.00\|2146973;2026-07-10\|8.21\|-3.18\|8.47\|8.83\|8.16\|1857887;2026-07-13\|7.65\|-6.82\|8.00\|8.22\|7.60\|1090130
113394	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板+AI算力+定增扩产行业原因： 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10日公告，公司拟向特定对象发行股票募集资金总额不超过12亿元，用于“年产1200万张高等级覆铜板项目”及补充流动资金，目前该事项正在积极推进中。 2、据2025年年报及2026年定增预案，公司主营覆铜板，明确将AI算力赛道纳入重点战略布局；高速覆铜板产品涵盖Very low-loss至Extreme low-loss等级，已在AI服务器主板、光模块等场景实现批量应用。 3、据2025年年报及2026年定增预案，公司是国内覆铜板行业前列厂商，全球市占率约2.9%，产品覆盖5G通信、AI服务器、汽车电子等领域。	公司已将AI算力赛道纳入五年战略重点，Extreme Low-loss等级覆铜板已批量供货AI服务器、交换机、数据中心等核心场景	2026-03-03\|79.78\|-1.87\|85.15\|88.15\|79.00\|176447;2026-03-04\|77.60\|-2.73\|77.63\|82.20\|76.51\|120169;2026-03-05\|75.03\|-3.31\|80.62\|80.80\|74.08\|115531;2026-03-06\|70.37\|-6.21\|74.50\|75.23\|69.85\|163573;2026-03-09\|65.86\|-6.41\|67.00\|67.43\|63.38\|144431;2026-03-10\|70.80\|7.50\|67.80\|71.99\|67.10\|154553;2026-03-11\|70.24\|-0.79\|70.80\|72.99\|69.42\|109283;2026-03-12\|69.04\|-1.71\|69.65\|71.70\|67.50\|81982;2026-03-13\|68.61\|-0.62\|69.04\|70.76\|67.69\|96719;2026-03-16\|69.07\|0.67\|68.11\|69.36\|66.66\|77092;2026-03-17\|65.34\|-5.40\|70.00\|70.00\|65.00\|82334;2026-03-18\|67.10\|2.69\|66.65\|67.31\|64.90\|62538;2026-03-19\|64.52\|-3.85\|66.00\|67.03\|64.00\|69182;2026-03-20\|62.60\|-2.98\|65.30\|66.27\|62.41\|76962;2026-03-23\|57.90\|-7.51\|59.85\|61.65\|57.24\|111454;2026-03-24\|61.69\|6.55\|59.22\|61.83\|56.95\|109980;2026-03-25\|62.97\|2.07\|61.90\|64.29\|61.22\|100595;2026-03-26\|61.31\|-2.64\|62.31\|63.59\|61.06\|64129;2026-03-27\|62.60\|2.10\|60.10\|63.52\|59.20\|93808;2026-03-30\|61.79\|-1.29\|60.26\|62.87\|60.26\|64640;2026-03-31\|59.90\|-3.06\|61.65\|62.39\|59.51\|63446;2026-04-01\|62.16\|3.77\|61.88\|63.80\|61.39\|75900;2026-04-02\|59.87\|-3.68\|62.00\|62.14\|59.46\|66053;2026-04-03\|61.88\|3.36\|60.48\|63.66\|60.00\|101197;2026-04-07\|66.28\|7.11\|63.00\|68.07\|63.00\|168767;2026-04-08\|70.87\|6.93\|68.01\|71.60\|68.01\|190713;2026-04-09\|74.01\|4.43\|70.96\|75.87\|70.00\|169009;2026-04-10\|72.93\|-1.46\|74.15\|75.60\|71.72\|139277;2026-04-13\|73.32\|0.53\|72.00\|74.86\|72.00\|114807;2026-04-14\|74.60\|1.75\|74.45\|76.60\|72.04\|153697;2026-04-15\|72.85\|-2.35\|75.00\|76.20\|72.50\|112305;2026-04-16\|72.01\|-1.15\|72.89\|74.18\|71.90\|96593;2026-04-17\|75.35\|4.64\|71.90\|77.50\|71.42\|135421;2026-04-20\|75.25\|-0.13\|75.89\|77.34\|73.90\|136258;2026-04-21\|74.79\|-0.61\|73.91\|75.94\|73.53\|120387;2026-04-22\|73.96\|-1.11\|71.79\|74.56\|68.11\|203292;2026-04-23\|69.80\|-5.62\|73.77\|74.44\|68.80\|152193;2026-04-24\|73.70\|5.59\|69.17\|74.90\|66.50\|233806;2026-04-27\|75.30\|2.17\|73.70\|77.00\|71.75\|173541;2026-04-28\|76.43\|1.50\|75.29\|80.33\|75.00\|212475;2026-04-29\|80.73\|5.63\|76.00\|82.46\|75.00\|196211;2026-04-30\|79.18\|-1.92\|80.20\|80.99\|77.01\|188367;2026-05-06\|81.83\|3.35\|81.00\|83.99\|81.00\|177580;2026-05-07\|86.70\|5.95\|81.30\|87.63\|80.10\|150204;2026-05-08\|86.11\|-0.68\|85.19\|87.99\|83.60\|116263;2026-05-11\|89.01\|3.37\|87.00\|91.11\|84.00\|166389;2026-05-12\|97.91\|10.00\|90.20\|97.91\|89.40\|214206;2026-05-13\|104.66\|6.89\|96.20\|105.49\|95.01\|190076;2026-05-14\|106.32\|1.59\|105.77\|110.98\|100.88\|179606;2026-05-15\|100.91\|-4.97\|106.00\|109.60\|98.96\|185758;2026-05-18\|100.27\|-0.63\|98.00\|104.33\|97.01\|148869;2026-05-19\|103.63\|3.35\|98.50\|104.80\|94.88\|158749;2026-05-20\|113.99\|10.00\|101.95\|113.99\|100.95\|161363;2026-05-21\|112.58\|-1.24\|120.02\|123.57\|111.11\|205106;2026-05-22\|123.84\|10.00\|115.29\|123.84\|115.29\|154231;2026-05-25\|131.25\|5.98\|124.00\|131.50\|118.01\|240951;2026-05-26\|132.60\|1.03\|125.99\|139.22\|121.20\|221273;2026-05-27\|128.55\|-3.05\|129.50\|138.99\|126.13\|165357;2026-05-28\|132.12\|2.78\|124.01\|133.66\|120.18\|159139;2026-05-29\|132.10\|-0.02\|131.40\|138.95\|129.18\|160603;2026-06-01\|120.32\|-8.92\|130.00\|130.76\|120.00\|169559;2026-06-02\|121.57\|1.04\|121.20\|123.20\|114.17\|151100;2026-06-03\|118.51\|-2.52\|120.09\|123.58\|116.00\|148995;2026-06-04\|123.57\|4.27\|118.51\|125.88\|115.97\|138263;2026-06-05\|123.66\|0.07\|120.60\|129.50\|118.12\|149494;2026-06-08\|136.03\|10.00\|115.24\|136.03\|114.50\|246802;2026-06-09\|149.63\|10.00\|143.00\|149.63\|137.80\|195621;2026-06-10\|163.32\|9.15\|152.50\|164.59\|152.50\|221520;2026-06-11\|170.38\|4.32\|166.01\|174.42\|159.01\|197396;2026-06-12\|170.30\|-0.05\|176.00\|187.42\|170.05\|212147;2026-06-15\|187.33\|10.00\|178.47\|187.33\|178.00\|61517;2026-06-16\|206.06\|10.00\|200.06\|206.06\|198.00\|57878;2026-06-17\|226.67\|10.00\|215.00\|226.67\|214.30\|160407;2026-06-18\|238.11\|5.05\|223.38\|239.99\|221.22\|176786;2026-06-22\|249.19\|4.65\|238.11\|258.00\|229.39\|195105;2026-06-23\|231.60\|-7.06\|248.94\|248.94\|229.50\|133201;2026-06-24\|250.44\|8.13\|236.00\|254.76\|234.03\|159877;2026-06-25\|262.80\|4.94\|250.50\|269.87\|241.92\|146795;2026-06-26\|247.25\|-5.92\|261.12\|267.59\|242.52\|115630;2026-06-29\|227.55\|-7.97\|246.96\|250.00\|222.53\|164495;2026-06-30\|225.30\|-0.99\|224.99\|228.56\|215.10\|163112;2026-07-01\|212.91\|-5.50\|222.00\|227.00\|210.58\|124266;2026-07-02\|196.00\|-7.94\|208.07\|211.00\|192.43\|128594;2026-07-03\|199.99\|2.04\|196.31\|209.71\|190.00\|137313;2026-07-06\|186.53\|-6.73\|203.00\|209.50\|179.99\|142683;2026-07-07\|185.06\|-0.79\|186.00\|193.90\|182.44\|100574;2026-07-08\|177.85\|-3.90\|189.00\|192.06\|176.17\|85015;2026-07-09\|188.66\|6.08\|181.41\|189.90\|177.00\|117667;2026-07-10\|178.80\|-5.23\|189.50\|193.58\|178.00\|122433;2026-07-13\|164.17\|-8.18\|172.00\|179.72\|163.00\|93945
113393	全球最大PPE树脂产区停产，PCB材料持续涨价	覆铜板+定增扩产+全产业链行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月13日投资者关系活动记录表，公司目前覆铜板和电子玻纤布均处于满产满销状态，订单情况良好，行业整体趋势向好；据2026年6月11日公告，公司澄清未与英伟达、华为有过接触，未发现在AI服务器及算力领域的应用，高频高速覆铜板尚在研发及客户送样阶段，尚未形成收入。 2、据2026年4月1日募集说明书及2026年5月13日调研记录，公司拟向特定对象发行股票，用于年产4000万平方米高等级覆铜板项目，重点布局高频高速等高等级覆铜板产品；宁国新增1600万张产能预计2026年下半年投产。 3、据2025年年度报告，公司深耕覆铜板行业，行业排名稳居国内主流阵营，具有产业链优势，业务覆盖电子级玻纤布生产及覆铜板销售，已实现“玻纤布-覆铜板”产业链覆盖。	国内覆铜板龙头，同时生产电子级玻纤布	2026-03-03\|26.96\|-1.14\|29.00\|29.45\|26.81\|516020;2026-03-04\|27.09\|0.48\|25.85\|28.12\|25.85\|342961;2026-03-05\|26.55\|-1.99\|27.66\|28.00\|26.23\|346848;2026-03-06\|26.00\|-2.07\|26.60\|27.10\|25.70\|232642;2026-03-09\|25.34\|-2.54\|25.27\|25.50\|23.81\|281232;2026-03-10\|27.87\|9.98\|26.13\|27.87\|26.00\|161749;2026-03-11\|28.60\|2.62\|28.91\|30.30\|28.40\|619111;2026-03-12\|27.89\|-2.48\|28.73\|30.20\|27.64\|426973;2026-03-13\|29.05\|4.16\|27.59\|29.98\|27.59\|466597;2026-03-16\|31.96\|10.02\|29.20\|31.96\|28.16\|497895;2026-03-17\|32.42\|1.44\|32.86\|32.98\|30.11\|658221;2026-03-18\|34.80\|7.34\|31.82\|35.00\|31.50\|762698;2026-03-19\|33.60\|-3.45\|33.00\|34.34\|32.32\|513078;2026-03-20\|31.30\|-6.85\|34.00\|34.48\|31.20\|531035;2026-03-23\|28.17\|-10.00\|30.04\|30.70\|28.17\|491311;2026-03-24\|30.99\|10.01\|28.51\|30.99\|27.88\|507037;2026-03-25\|31.40\|1.32\|31.26\|32.99\|30.71\|482764;2026-03-26\|31.87\|1.50\|31.25\|32.45\|31.04\|347119;2026-03-27\|31.26\|-1.91\|30.61\|31.80\|30.20\|277682;2026-03-30\|32.21\|3.04\|30.36\|33.15\|30.36\|380774;2026-03-31\|30.15\|-6.40\|32.00\|32.55\|29.93\|402877;2026-04-01\|31.43\|4.25\|31.61\|33.17\|30.80\|541238;2026-04-02\|29.03\|-7.64\|30.00\|30.85\|29.00\|466050;2026-04-03\|29.25\|0.76\|29.16\|29.59\|27.88\|376982;2026-04-07\|31.81\|8.75\|30.04\|32.18\|29.58\|534592;2026-04-08\|33.81\|6.29\|32.39\|34.20\|31.99\|505830;2026-04-09\|37.19\|10.00\|33.85\|37.19\|33.72\|629186;2026-04-10\|35.93\|-3.39\|38.11\|38.88\|35.47\|777248;2026-04-13\|36.60\|1.86\|36.01\|37.58\|36.01\|462531;2026-04-14\|38.79\|5.98\|37.00\|39.48\|36.23\|600158;2026-04-15\|37.47\|-3.40\|38.36\|39.79\|37.26\|490655;2026-04-16\|38.74\|3.39\|37.06\|39.20\|36.43\|404814;2026-04-17\|38.90\|0.41\|38.72\|39.92\|38.15\|439215;2026-04-20\|39.57\|1.72\|39.45\|39.98\|38.69\|379841;2026-04-21\|41.88\|5.84\|38.80\|42.00\|38.38\|483487;2026-04-22\|46.07\|10.00\|41.65\|46.07\|41.00\|439101;2026-04-23\|43.25\|-6.12\|46.93\|47.37\|42.01\|605856;2026-04-24\|41.33\|-4.44\|42.51\|43.18\|40.67\|405809;2026-04-27\|44.10\|6.70\|42.38\|45.18\|41.66\|424812;2026-04-28\|46.28\|4.94\|45.00\|48.51\|44.34\|805141;2026-04-29\|45.34\|-2.03\|45.35\|48.26\|45.00\|679055;2026-04-30\|44.90\|-0.97\|45.82\|47.40\|44.01\|462613;2026-05-06\|46.56\|3.70\|45.58\|47.75\|43.50\|628663;2026-05-07\|49.51\|6.34\|46.99\|50.22\|45.82\|521546;2026-05-08\|47.93\|-3.19\|49.02\|49.82\|47.28\|458775;2026-05-11\|48.50\|1.19\|47.99\|49.35\|46.67\|418904;2026-05-12\|46.53\|-4.06\|47.50\|48.00\|45.29\|377127;2026-05-13\|46.61\|0.17\|45.01\|48.00\|44.79\|364608;2026-05-14\|45.29\|-2.83\|46.70\|47.59\|45.00\|320591;2026-05-15\|42.90\|-5.28\|45.00\|45.68\|42.01\|341615;2026-05-18\|43.77\|2.03\|42.69\|43.91\|42.08\|249734;2026-05-19\|44.08\|0.71\|43.02\|44.50\|41.80\|276265;2026-05-20\|44.75\|1.52\|43.87\|44.80\|42.81\|289499;2026-05-21\|42.68\|-4.63\|45.31\|46.45\|42.59\|399095;2026-05-22\|46.27\|8.41\|43.00\|46.90\|43.00\|492933;2026-05-25\|45.61\|-1.43\|45.90\|47.57\|45.38\|433128;2026-05-26\|47.55\|4.25\|44.69\|47.55\|42.89\|540448;2026-05-27\|48.76\|2.54\|47.08\|50.68\|46.08\|574761;2026-05-28\|53.50\|9.99\|47.40\|53.50\|47.34\|673366;2026-05-29\|53.51\|0.02\|55.00\|56.80\|53.02\|706168;2026-06-01\|49.87\|-6.80\|53.00\|53.51\|48.17\|573757;2026-06-02\|50.63\|1.52\|49.59\|51.31\|46.80\|512995;2026-06-03\|51.73\|2.17\|50.48\|53.28\|50.00\|560085;2026-06-04\|54.00\|4.39\|50.00\|54.37\|49.38\|546875;2026-06-05\|58.16\|7.70\|53.99\|59.40\|52.80\|887279;2026-06-08\|63.98\|10.01\|58.07\|63.98\|57.09\|401265;2026-06-09\|70.38\|10.00\|70.38\|70.38\|68.40\|143509;2026-06-10\|77.42\|10.00\|76.00\|77.42\|74.46\|384210;2026-06-11\|84.80\|9.53\|77.44\|85.16\|77.44\|917360;2026-06-12\|89.88\|5.99\|89.99\|93.28\|86.92\|843772;2026-06-15\|97.34\|8.30\|90.92\|98.00\|90.16\|618705;2026-06-16\|101.49\|4.26\|94.91\|102.90\|94.50\|601335;2026-06-17\|95.71\|-5.70\|100.00\|102.78\|92.05\|515914;2026-06-18\|104.41\|9.09\|94.54\|105.28\|93.31\|406998;2026-06-22\|114.22\|9.40\|108.73\|114.85\|105.00\|295433;2026-06-23\|108.64\|-4.89\|111.21\|111.83\|102.80\|314399;2026-06-24\|115.81\|6.60\|108.65\|118.31\|106.95\|261197;2026-06-25\|112.99\|-2.44\|116.00\|120.00\|112.00\|333482;2026-06-26\|112.13\|-0.76\|111.20\|116.00\|106.00\|272793;2026-06-29\|114.95\|2.51\|113.93\|117.55\|101.03\|333941;2026-06-30\|119.97\|4.37\|113.71\|121.83\|110.10\|288389;2026-07-01\|111.36\|-7.18\|121.90\|124.38\|108.50\|383105;2026-07-02\|111.58\|0.20\|107.10\|117.18\|105.09\|467886;2026-07-03\|106.95\|-4.15\|109.60\|118.60\|106.95\|555295;2026-07-06\|96.79\|-9.50\|110.00\|116.16\|96.26\|667640;2026-07-07\|100.03\|3.35\|97.50\|104.00\|95.13\|523001;2026-07-08\|93.71\|-6.32\|100.07\|101.80\|92.41\|404759;2026-07-09\|99.56\|6.24\|97.92\|101.00\|93.83\|374156;2026-07-10\|96.64\|-2.93\|100.57\|109.51\|96.20\|427562;2026-07-13\|86.98\|-10.00\|95.67\|97.53\|86.98\|275021
113085	英特尔斥巨资建设半导体基板制造厂	UTG+国企+先进封装行业原因： 1、甬矽电子拟投资103亿元建设高端封测项目，长电科技拟78亿元投建高端封测工厂，通富微电42.2亿定增通过，国内封测龙头集中启动大规模扩产。 2、据国金证券6月28日研报，AI算力芯片需求旺盛，先进封装产能紧缺，封测企业持续扩张先进封装产能，产业链有望深度受益。公司原因： 1、据2026年6月26日及6月18日互动易，公司超薄柔性玻璃UTG产品已实现向下游客户批量交付，满足市场现有需求，但尚未满产。 2、据公司2025年年报，公司最终控制人为国务院国有资产监督管理委员会，属于国有企业。 3、据2026年3月31日年报及2026年1月15日机构调研，公司高纯超细球形二氧化硅产品可用于半导体封装领域，样品已通过客户验证并形成小批量销售；电子封装用球形粉体材料项目已于2026年1月完成转固并实现常态化稳产运行。	公司UTG（超薄柔性玻璃）项目主体生产线已基本建成，相关产品已实现向下游客户批量交付，剩余产能生产线处于调试、验证阶段，预计2026年4月项目可完全达到使用状态	2026-03-03\|13.21\|-9.40\|14.53\|14.60\|13.17\|572567;2026-03-04\|13.15\|-0.45\|12.98\|13.47\|12.89\|307370;2026-03-05\|13.53\|2.89\|13.38\|13.72\|13.38\|278193;2026-03-06\|13.35\|-1.33\|13.39\|13.55\|13.26\|235849;2026-03-09\|13.25\|-0.75\|13.06\|13.29\|12.66\|330353;2026-03-10\|13.86\|4.60\|13.40\|13.98\|13.40\|297309;2026-03-11\|13.95\|0.65\|13.90\|14.38\|13.85\|386199;2026-03-12\|13.86\|-0.65\|13.86\|14.19\|13.67\|273327;2026-03-13\|13.48\|-2.74\|13.73\|13.82\|13.45\|225390;2026-03-16\|13.44\|-0.30\|13.50\|13.60\|13.10\|220639;2026-03-17\|12.94\|-3.72\|13.50\|13.63\|12.86\|281463;2026-03-18\|13.12\|1.39\|12.89\|13.16\|12.85\|196123;2026-03-19\|12.76\|-2.74\|12.90\|12.98\|12.66\|229484;2026-03-20\|12.39\|-2.90\|12.75\|12.97\|12.39\|233730;2026-03-23\|11.61\|-6.30\|12.15\|12.29\|11.45\|330551;2026-03-24\|11.79\|1.55\|11.84\|11.89\|11.40\|242762;2026-03-25\|12.11\|2.71\|11.92\|12.21\|11.79\|234280;2026-03-26\|11.85\|-2.15\|12.10\|12.10\|11.78\|165427;2026-03-27\|12.10\|2.11\|11.68\|12.34\|11.60\|207661;2026-03-30\|12.10\|0.00\|11.87\|12.13\|11.69\|204423;2026-03-31\|11.86\|-1.98\|12.01\|12.17\|11.70\|333237;2026-04-01\|12.09\|1.94\|12.10\|12.18\|11.86\|290951;2026-04-02\|11.73\|-2.98\|12.00\|12.07\|11.66\|196150;2026-04-03\|11.72\|-0.09\|11.79\|11.88\|11.68\|135450;2026-04-07\|12.43\|6.06\|11.94\|12.55\|11.85\|513405;2026-04-08\|12.69\|2.09\|12.63\|12.70\|12.41\|577629;2026-04-09\|12.86\|1.34\|12.50\|12.97\|12.41\|479370;2026-04-10\|13.49\|4.90\|13.09\|13.85\|13.01\|866898;2026-04-13\|13.11\|-2.82\|13.21\|13.58\|13.08\|595906;2026-04-14\|13.22\|0.84\|13.20\|13.32\|13.10\|376908;2026-04-15\|13.47\|1.89\|13.27\|13.94\|13.19\|653730;2026-04-16\|13.65\|1.34\|13.42\|13.72\|13.32\|411502;2026-04-17\|15.02\|10.04\|13.58\|15.02\|13.52\|1001366;2026-04-20\|15.03\|0.07\|15.01\|15.46\|14.86\|1303284;2026-04-21\|14.69\|-2.26\|15.02\|15.06\|14.59\|696079;2026-04-22\|15.70\|6.88\|14.52\|16.00\|14.52\|1043085;2026-04-23\|15.02\|-4.33\|15.80\|15.84\|14.97\|689333;2026-04-24\|15.08\|0.40\|14.89\|15.53\|14.79\|670394;2026-04-27\|16.10\|6.76\|15.08\|16.57\|15.08\|859881;2026-04-28\|15.34\|-4.72\|15.80\|15.98\|15.24\|608200;2026-04-29\|15.41\|0.46\|15.20\|15.94\|15.18\|576230;2026-04-30\|15.54\|0.84\|15.50\|15.98\|15.45\|553796;2026-05-06\|15.92\|2.45\|15.70\|16.21\|15.62\|650811;2026-05-07\|16.58\|4.15\|16.01\|17.00\|15.78\|714380;2026-05-08\|16.53\|-0.30\|16.42\|16.66\|16.13\|526351;2026-05-11\|16.92\|2.36\|17.30\|17.57\|16.82\|864013;2026-05-12\|17.70\|4.61\|16.97\|18.08\|16.68\|1072081;2026-05-13\|18.20\|2.82\|17.50\|18.73\|17.43\|992917;2026-05-14\|18.30\|0.55\|18.30\|18.87\|17.63\|992132;2026-05-15\|17.44\|-4.70\|18.20\|18.58\|17.23\|1083338;2026-05-18\|18.01\|3.27\|17.24\|18.47\|17.00\|947241;2026-05-19\|18.27\|1.44\|17.84\|18.44\|17.57\|612007;2026-05-20\|18.15\|-0.66\|17.98\|18.49\|17.67\|621704;2026-05-21\|18.30\|0.83\|19.15\|19.70\|18.30\|1574460;2026-05-22\|18.55\|1.37\|18.41\|18.95\|17.63\|990425;2026-05-25\|20.03\|7.98\|18.85\|20.29\|18.81\|1064046;2026-05-26\|19.67\|-1.80\|19.85\|20.99\|19.51\|1279463;2026-05-27\|18.97\|-3.56\|20.15\|20.50\|18.72\|1157563;2026-05-28\|19.12\|0.79\|18.81\|19.24\|17.93\|977184;2026-05-29\|17.93\|-6.22\|18.98\|19.27\|17.76\|883114;2026-06-01\|18.34\|2.29\|17.89\|19.30\|17.89\|897372;2026-06-02\|18.84\|2.73\|18.27\|19.06\|17.85\|810877;2026-06-03\|18.55\|-1.54\|18.80\|19.55\|18.20\|954645;2026-06-04\|19.74\|6.42\|18.30\|20.12\|18.10\|1228990;2026-06-05\|21.71\|9.98\|19.94\|21.71\|19.70\|1407316;2026-06-08\|22.05\|1.57\|21.11\|23.88\|21.11\|2125548;2026-06-09\|22.74\|3.13\|22.24\|22.95\|20.55\|1781058;2026-06-10\|20.68\|-9.06\|21.83\|21.90\|20.55\|1342209;2026-06-11\|20.59\|-0.44\|20.17\|21.44\|19.51\|1120477;2026-06-12\|19.00\|-7.72\|20.68\|21.33\|18.85\|1376249;2026-06-15\|20.48\|8.07\|19.26\|20.60\|19.00\|1099353;2026-06-16\|21.94\|7.13\|20.49\|22.08\|20.26\|1062701;2026-06-17\|24.13\|9.98\|21.80\|24.13\|21.70\|671931;2026-06-18\|23.32\|-3.36\|24.01\|24.61\|22.40\|1407080;2026-06-22\|25.65\|9.99\|25.18\|25.65\|24.82\|789741;2026-06-23\|25.61\|-0.16\|26.51\|27.17\|25.14\|1805374;2026-06-24\|27.85\|8.75\|25.35\|27.97\|24.71\|1667364;2026-06-25\|26.91\|-3.38\|27.80\|29.24\|26.55\|1693702;2026-06-26\|29.60\|10.00\|26.93\|29.60\|26.80\|1532902;2026-06-29\|31.48\|6.35\|30.99\|32.56\|29.48\|2448615;2026-06-30\|32.58\|3.49\|31.46\|33.67\|30.40\|2020287;2026-07-01\|29.65\|-8.99\|30.70\|31.47\|29.32\|1942252;2026-07-02\|26.75\|-9.78\|27.58\|28.70\|26.69\|1554293;2026-07-03\|25.39\|-5.08\|26.42\|26.74\|25.05\|1165983;2026-07-06\|23.55\|-7.25\|25.11\|26.08\|23.36\|1069394;2026-07-07\|23.48\|-0.30\|23.49\|24.27\|22.98\|763297;2026-07-08\|21.93\|-6.60\|23.48\|23.89\|21.78\|862613;2026-07-09\|23.33\|6.38\|22.30\|23.38\|21.81\|973899;2026-07-10\|22.13\|-5.14\|23.54\|24.35\|22.13\|1017406;2026-07-13\|20.40\|-7.82\|21.62\|21.98\|20.31\|636040
113084	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	光纤涨价+算力基建+储能扩产行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成长期合作，康宁将新建三家美国工厂，把美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，过去一年G.657.A2光纤价格由32元/芯公里飙至240元，涨幅650%。公司原因： 1、据2026年4月25日年报及2026年4月30日互动易，公司800G光模块已规模出货，空芯光纤实现量产，光电智连系统直接配套AI万卡集群，受益算力基建提速。 2、据中金公司2026年5月1日研报，光纤价格自2025年底全面上涨，公司作为头部供应商产能利用率提升，推动2026Q1归母净利同比增46.42%。 3、据2026年4月15日公告及2026年5月7日证券时报，公司将2亿元募集资金转投“新型储能低碳智造项目”，新增20GWh/年储能系统产能，并于酒泉新设储能科技公司加码布局。	公司中标约15.18亿元国内某互联网企业耗材集采招标项目	2026-03-03\|28.79\|-4.67\|30.59\|30.98\|28.73\|1754791;2026-03-04\|28.83\|0.14\|28.05\|29.50\|28.05\|1464931;2026-03-05\|28.82\|-0.03\|29.31\|29.59\|27.88\|1754972;2026-03-06\|27.38\|-5.00\|28.45\|28.88\|27.22\|1634252;2026-03-09\|27.20\|-0.66\|26.37\|27.31\|25.38\|1554020;2026-03-10\|28.90\|6.25\|27.55\|29.18\|27.41\|1685445;2026-03-11\|30.01\|3.84\|29.82\|31.66\|29.79\|2448244;2026-03-12\|30.24\|0.77\|29.60\|31.38\|29.50\|1599298;2026-03-13\|29.75\|-1.62\|29.93\|31.74\|29.70\|1328936;2026-03-16\|28.28\|-4.94\|30.05\|30.36\|28.00\|1269791;2026-03-17\|26.12\|-7.64\|28.58\|28.72\|26.00\|1602169;2026-03-18\|26.60\|1.84\|26.16\|26.72\|25.70\|1203826;2026-03-19\|25.90\|-2.63\|25.89\|26.49\|25.69\|852994;2026-03-20\|25.70\|-0.77\|26.38\|26.84\|25.52\|1313512;2026-03-23\|25.10\|-2.33\|24.60\|25.87\|24.60\|995117;2026-03-24\|26.10\|3.98\|25.63\|26.23\|25.00\|1231570;2026-03-25\|27.67\|6.02\|27.00\|27.93\|26.71\|1762654;2026-03-26\|26.77\|-3.25\|27.30\|28.08\|26.70\|1131724;2026-03-27\|27.05\|1.05\|26.25\|27.61\|25.91\|1153870;2026-03-30\|28.99\|7.17\|26.65\|29.46\|26.56\|1649417;2026-03-31\|30.09\|3.79\|28.86\|31.10\|28.03\|2335706;2026-04-01\|29.16\|-3.09\|30.99\|30.99\|28.60\|1587607;2026-04-02\|29.32\|0.55\|29.15\|30.62\|29.11\|1427117;2026-04-03\|30.67\|4.60\|29.46\|31.50\|29.25\|1963989;2026-04-07\|30.25\|-1.37\|30.82\|31.77\|30.06\|1499965;2026-04-08\|30.70\|1.49\|30.98\|31.17\|29.50\|1916845;2026-04-09\|31.40\|2.28\|30.28\|32.18\|29.41\|2222982;2026-04-10\|29.80\|-5.10\|31.38\|31.40\|29.50\|2575517;2026-04-13\|28.52\|-4.30\|29.41\|29.63\|28.33\|2167335;2026-04-14\|28.33\|-0.67\|28.80\|29.42\|27.88\|1721968;2026-04-15\|27.80\|-1.87\|28.26\|29.14\|27.68\|1562966;2026-04-16\|28.00\|0.72\|27.81\|28.33\|27.42\|1288208;2026-04-17\|28.14\|0.50\|28.01\|28.50\|27.62\|1605282;2026-04-20\|30.95\|9.99\|28.90\|30.95\|28.83\|2247838;2026-04-21\|32.44\|4.81\|31.00\|32.88\|30.78\|3957275;2026-04-22\|34.82\|7.34\|32.54\|34.84\|32.50\|3003972;2026-04-23\|34.07\|-2.15\|34.00\|35.04\|33.20\|2857762;2026-04-24\|33.21\|-2.52\|34.00\|34.50\|32.58\|2099211;2026-04-27\|35.78\|7.74\|34.29\|36.53\|34.23\|3393558;2026-04-28\|35.00\|-2.18\|35.78\|36.46\|34.00\|2647729;2026-04-29\|34.28\|-2.06\|34.20\|34.49\|33.33\|1784217;2026-04-30\|33.12\|-3.38\|34.30\|34.35\|32.51\|2123488;2026-05-06\|34.89\|5.34\|33.67\|35.25\|33.67\|2344121;2026-05-07\|38.38\|10.00\|36.10\|38.38\|35.00\|2891081;2026-05-08\|40.90\|6.57\|38.20\|41.16\|38.20\|3121181;2026-05-11\|43.86\|7.24\|44.98\|44.99\|42.75\|4148832;2026-05-12\|44.08\|0.50\|44.00\|46.18\|43.25\|4281311;2026-05-13\|43.60\|-1.09\|42.54\|43.94\|42.54\|2852067;2026-05-14\|44.10\|1.15\|44.50\|45.96\|43.68\|3745868;2026-05-15\|40.99\|-7.05\|44.38\|44.90\|40.11\|3651492;2026-05-18\|43.95\|7.22\|41.90\|44.68\|41.90\|3262116;2026-05-19\|44.55\|1.37\|43.00\|44.90\|41.29\|3196647;2026-05-20\|45.41\|1.93\|44.55\|47.40\|43.80\|3397230;2026-05-21\|41.90\|-7.73\|45.00\|45.77\|41.85\|3085398;2026-05-22\|43.82\|4.58\|42.69\|43.88\|42.48\|2264915;2026-05-25\|42.89\|-2.12\|44.29\|44.66\|41.80\|2809496;2026-05-26\|40.48\|-5.62\|42.00\|42.05\|39.26\|2931741;2026-05-27\|39.05\|-3.53\|39.80\|40.90\|38.82\|2221748;2026-05-28\|40.52\|3.76\|39.25\|40.74\|37.75\|2400489;2026-05-29\|42.19\|4.12\|41.00\|43.60\|38.85\|3852300;2026-06-01\|39.39\|-6.64\|42.00\|42.15\|39.07\|2462325;2026-06-02\|42.89\|8.89\|39.03\|43.33\|39.03\|4059782;2026-06-03\|44.98\|4.87\|43.89\|46.98\|43.40\|4191823;2026-06-04\|46.06\|2.40\|43.81\|47.18\|43.81\|3543682;2026-06-05\|46.07\|0.02\|45.08\|49.37\|44.95\|4065648;2026-06-08\|49.53\|7.51\|44.00\|50.68\|44.00\|5131565;2026-06-09\|54.48\|9.99\|50.53\|54.48\|48.56\|4848082;2026-06-10\|50.20\|-7.86\|52.50\|53.79\|49.18\|3836724;2026-06-11\|49.27\|-1.85\|49.69\|51.00\|48.05\|2899092;2026-06-12\|48.60\|-1.36\|50.72\|52.20\|48.59\|3301235;2026-06-15\|51.35\|5.66\|49.97\|51.47\|46.88\|3099242;2026-06-16\|54.15\|5.45\|51.40\|55.16\|51.00\|3175822;2026-06-17\|54.91\|1.40\|52.65\|56.32\|52.63\|3096590;2026-06-18\|56.55\|2.99\|54.13\|57.77\|54.13\|2846263;2026-06-22\|59.63\|5.45\|58.38\|61.18\|57.57\|2993802;2026-06-23\|61.73\|3.52\|60.30\|64.64\|58.47\|3239779;2026-06-24\|61.91\|0.29\|60.00\|63.99\|59.80\|2991124;2026-06-25\|68.10\|10.00\|63.40\|68.10\|61.81\|3160833;2026-06-26\|61.29\|-10.00\|65.66\|66.48\|61.29\|3954530;2026-06-29\|58.84\|-4.00\|60.00\|62.26\|56.39\|3192123;2026-06-30\|60.68\|3.13\|59.81\|61.50\|58.05\|2517377;2026-07-01\|55.42\|-8.67\|60.10\|60.13\|54.61\|3575366;2026-07-02\|51.58\|-6.93\|52.65\|54.31\|50.60\|2791416;2026-07-03\|50.22\|-2.64\|50.82\|52.50\|50.11\|2334801;2026-07-06\|48.03\|-4.36\|51.67\|51.95\|46.58\|2686918;2026-07-07\|47.27\|-1.58\|47.94\|48.68\|46.68\|1928746;2026-07-08\|44.86\|-5.10\|47.97\|48.20\|44.71\|2203827;2026-07-09\|47.14\|5.08\|45.85\|47.28\|43.28\|3392001;2026-07-10\|45.91\|-2.61\|47.34\|49.78\|45.89\|3183892;2026-07-13\|41.43\|-9.76\|44.88\|45.68\|41.35\|2040939
113083	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	光纤光缆+芳纶隔膜+烟台国资行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月9日股票交易异常波动公告，公司股票连续三个交易日收盘价涨幅偏离值累计超过20%；公司称对位芳纶在光纤光缆领域收入占比不足10%，且产品在数据中心无直接应用。 2、据2025年年度报告，公司专业从事氨纶、间位芳纶、对位芳纶等高性能纤维的研发生产，芳纶涂覆隔膜已实现批量交付，计划2026年规模化生产。 3、据2025年年度报告，公司最终控制人为烟台市人民政府国有资产监督管理委员会。	1、长飞等光缆企业是公司对位芳纶的重要客户，正常年份该领域的销售占比约为40-50%； 2、公司专业从事氨纶、芳纶等高性能纤维生产，相关产品可用于航空航天领域	2026-03-03\|11.88\|-8.76\|13.03\|13.10\|11.80\|395256;2026-03-04\|11.81\|-0.59\|11.83\|12.14\|11.71\|238332;2026-03-05\|11.89\|0.68\|12.02\|12.13\|11.80\|130252;2026-03-06\|12.16\|2.27\|11.83\|12.32\|11.81\|211392;2026-03-09\|11.82\|-2.80\|12.00\|12.06\|11.47\|234977;2026-03-10\|11.95\|1.10\|11.90\|12.11\|11.85\|149381;2026-03-11\|12.55\|5.02\|12.35\|12.63\|12.12\|349039;2026-03-12\|13.81\|10.04\|13.81\|13.81\|13.54\|364247;2026-03-13\|12.43\|-9.99\|13.41\|13.60\|12.43\|831178;2026-03-16\|12.92\|3.94\|12.62\|13.57\|12.59\|662884;2026-03-17\|12.20\|-5.57\|12.64\|12.97\|12.17\|462452;2026-03-18\|11.90\|-2.46\|12.07\|12.19\|11.84\|314496;2026-03-19\|11.29\|-5.13\|11.83\|11.85\|11.20\|316223;2026-03-20\|10.89\|-3.54\|11.32\|11.40\|10.86\|258930;2026-03-23\|10.24\|-5.97\|10.68\|10.77\|10.10\|313615;2026-03-24\|10.37\|1.27\|10.40\|10.50\|9.92\|198378;2026-03-25\|10.60\|2.22\|10.43\|10.75\|10.37\|181279;2026-03-26\|10.50\|-0.94\|10.62\|10.80\|10.40\|124958;2026-03-27\|10.67\|1.62\|10.33\|10.82\|10.33\|147829;2026-03-30\|10.72\|0.47\|10.49\|10.74\|10.45\|153002;2026-03-31\|10.47\|-2.33\|10.71\|10.79\|10.44\|147271;2026-04-01\|10.57\|0.96\|10.70\|10.77\|10.52\|143199;2026-04-02\|10.36\|-1.99\|10.53\|10.57\|10.23\|130749;2026-04-03\|10.02\|-3.28\|10.36\|10.37\|9.97\|145243;2026-04-07\|10.39\|3.69\|10.04\|10.44\|10.03\|131366;2026-04-08\|10.68\|2.79\|10.65\|10.73\|10.47\|168329;2026-04-09\|10.65\|-0.28\|10.57\|10.76\|10.51\|151582;2026-04-10\|10.68\|0.28\|10.66\|10.82\|10.63\|119945;2026-04-13\|10.82\|1.31\|10.68\|10.94\|10.65\|209152;2026-04-14\|10.51\|-2.87\|10.82\|10.85\|10.38\|302232;2026-04-15\|10.06\|-4.28\|10.53\|10.58\|10.02\|296504;2026-04-16\|10.10\|0.40\|10.03\|10.19\|9.98\|196740;2026-04-17\|10.30\|1.98\|10.10\|10.38\|10.00\|281798;2026-04-20\|10.46\|1.55\|10.30\|10.63\|10.21\|226054;2026-04-21\|10.54\|0.76\|10.46\|10.73\|10.40\|197524;2026-04-22\|10.87\|3.13\|10.47\|10.95\|10.45\|304356;2026-04-23\|10.89\|0.18\|10.88\|11.15\|10.81\|259338;2026-04-24\|10.70\|-1.74\|10.84\|10.88\|10.60\|213082;2026-04-27\|10.85\|1.40\|10.69\|10.93\|10.47\|230651;2026-04-28\|10.86\|0.09\|10.83\|10.98\|10.56\|215392;2026-04-29\|10.95\|0.83\|10.75\|10.99\|10.69\|180840;2026-04-30\|11.34\|3.56\|11.12\|11.76\|11.12\|428773;2026-05-06\|11.57\|2.03\|11.36\|11.75\|11.30\|321615;2026-05-07\|11.52\|-0.43\|11.77\|11.83\|11.41\|229970;2026-05-08\|11.63\|0.95\|11.48\|11.86\|11.40\|243901;2026-05-11\|12.03\|3.44\|11.76\|12.04\|11.71\|362752;2026-05-12\|13.23\|9.98\|12.04\|13.23\|11.95\|659832;2026-05-13\|13.54\|2.34\|13.45\|13.61\|12.95\|820322;2026-05-14\|14.89\|9.97\|14.39\|14.89\|14.38\|735379;2026-05-15\|14.18\|-4.77\|15.00\|15.03\|13.68\|1281416;2026-05-18\|14.67\|3.46\|13.98\|14.89\|13.86\|946966;2026-05-19\|14.34\|-2.25\|14.08\|14.64\|13.88\|662563;2026-05-20\|15.11\|5.37\|14.13\|15.63\|14.01\|852719;2026-05-21\|14.50\|-4.04\|15.07\|15.26\|14.40\|549131;2026-05-22\|15.93\|10.01\|14.70\|15.93\|14.60\|833778;2026-05-25\|15.55\|-2.39\|15.99\|16.34\|15.41\|692501;2026-05-26\|15.09\|-2.96\|15.45\|15.68\|14.66\|588490;2026-05-27\|14.44\|-4.31\|14.81\|15.28\|14.30\|462253;2026-05-28\|14.52\|0.55\|14.26\|14.78\|14.24\|340114;2026-05-29\|13.49\|-7.09\|14.64\|14.64\|13.35\|500233;2026-06-01\|13.54\|0.37\|13.37\|13.76\|13.36\|283271;2026-06-02\|13.45\|-0.66\|13.48\|13.60\|12.97\|252979;2026-06-03\|13.68\|1.71\|13.35\|14.10\|13.35\|354228;2026-06-04\|14.12\|3.22\|13.89\|14.44\|13.69\|563290;2026-06-05\|15.53\|9.99\|13.84\|15.53\|13.52\|846184;2026-06-08\|17.08\|9.98\|15.11\|17.08\|15.11\|689579;2026-06-09\|18.79\|10.01\|17.90\|18.79\|16.87\|1481179;2026-06-10\|17.20\|-8.46\|18.61\|18.61\|16.91\|1369013;2026-06-11\|18.92\|10.00\|17.37\|18.92\|17.20\|855041;2026-06-12\|18.06\|-4.55\|18.54\|18.68\|17.03\|1332909;2026-06-15\|17.48\|-3.21\|17.69\|17.97\|17.06\|932452;2026-06-16\|16.89\|-3.38\|17.15\|17.77\|16.60\|986416;2026-06-17\|18.58\|10.01\|16.40\|18.58\|16.15\|1126561;2026-06-18\|18.70\|0.65\|18.58\|18.91\|17.21\|1155094;2026-06-22\|17.88\|-4.38\|18.50\|19.20\|17.40\|904697;2026-06-23\|16.67\|-6.77\|17.78\|17.88\|16.50\|717564;2026-06-24\|18.34\|10.02\|17.30\|18.34\|16.83\|365403;2026-06-25\|20.17\|9.98\|19.15\|20.17\|18.73\|1123209;2026-06-26\|19.35\|-4.07\|20.54\|21.50\|19.13\|1748426;2026-06-29\|17.97\|-7.13\|19.25\|19.40\|17.50\|1002824;2026-06-30\|18.19\|1.22\|18.06\|18.75\|17.43\|807939;2026-07-01\|17.29\|-4.95\|17.83\|18.39\|17.00\|820674;2026-07-02\|16.89\|-2.31\|16.65\|17.68\|15.98\|633503;2026-07-03\|16.68\|-1.24\|16.86\|17.22\|16.47\|473832;2026-07-06\|15.17\|-9.05\|16.95\|16.99\|15.16\|618584;2026-07-07\|14.78\|-2.57\|15.37\|15.40\|14.73\|353664;2026-07-08\|13.97\|-5.48\|14.79\|14.90\|13.90\|412559;2026-07-09\|14.07\|0.72\|13.96\|14.17\|13.37\|376009;2026-07-10\|14.20\|0.92\|14.15\|15.16\|14.08\|548351;2026-07-13\|13.47\|-5.14\|14.06\|14.35\|13.43\|226908
113082	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	TCB热压键合设备+先进封装+精密焊接+光模块行业原因：据财闻6月23日消息，花旗近日大幅上调长电科技、通富微电、华天科技目标价，其核心判断是封测行业已从周期性服务提供商转变为先进封装的关键赋能者，在AI和HPC驱动下进入前所未有的超级景气周期，行业估值基准被重塑。公司原因： 1、据2026年4月24日年报及2026年5月18日互动易，公司先进封装TCB热压键合设备研发完成，可适配HBM堆叠、CoWoS封装、CPO光电共封等前沿场景，目前正为几家客户开展打样验证。 2、据2026年4月24日年报，公司致力于为精密电子组装及半导体封装领域提供智能装备解决方案，深耕精密热压焊接、高精度激光焊接等关键工艺，自主研发的高速高精固晶机已在国内外头部功率半导体企业大批量出货。 3、据2026年2月12日互动易，在光模块领域，公司的AOI设备可检测芯片偏移、金线键合缺陷等关键质量问题，可应用于COC、COB工艺场景，目前设备处于积极推广阶段。 4、据2026年4月24日年报，公司2026年一季度实现营收3.33亿元，同比增长33.09%，归母净利润7707.14万元，同比增长16.15%，受益于AI产业带动相关领域需求增长。	1、公司高速高精固晶机已批量供货成都先进等头部功率半导体企业，芯片封装AOI与光模块AOI设备在800G及以上光模块头部客户小批量应用； 2、在服务器液冷领域，公司可为液冷装置核心零部件提供精密组装自动化产线，已为飞龙股份交付多条散热水泵自动化生产线，该水泵用于英伟达服务器液冷系统	2026-03-03\|37.97\|-2.87\|39.09\|39.55\|37.60\|43873;2026-03-04\|38.02\|0.13\|37.00\|38.30\|36.68\|30124;2026-03-05\|39.91\|4.97\|38.86\|40.25\|37.98\|59565;2026-03-06\|40.55\|1.60\|39.32\|41.35\|39.28\|55145;2026-03-09\|39.90\|-1.60\|39.36\|40.30\|38.08\|39729;2026-03-10\|40.95\|2.63\|40.49\|42.41\|40.08\|78930;2026-03-11\|41.99\|2.54\|41.38\|42.93\|41.01\|85844;2026-03-12\|40.41\|-3.76\|41.72\|42.28\|40.07\|60649;2026-03-13\|39.25\|-2.87\|40.20\|40.65\|39.14\|43288;2026-03-16\|38.41\|-2.14\|39.00\|39.24\|37.33\|47930;2026-03-17\|37.20\|-3.15\|38.85\|38.85\|36.74\|40485;2026-03-18\|38.29\|2.93\|37.56\|38.39\|37.27\|37767;2026-03-19\|37.49\|-2.09\|37.50\|38.15\|37.25\|28241;2026-03-20\|36.79\|-1.87\|37.65\|38.46\|36.79\|30453;2026-03-23\|34.28\|-6.82\|36.00\|36.36\|33.90\|50741;2026-03-24\|35.37\|3.18\|34.70\|35.37\|34.00\|27304;2026-03-25\|37.16\|5.06\|35.70\|37.96\|35.64\|44880;2026-03-26\|36.13\|-2.77\|36.78\|37.80\|35.86\|25737;2026-03-27\|35.56\|-1.58\|35.49\|36.21\|35.02\|23750;2026-03-30\|36.17\|1.72\|35.04\|36.44\|34.96\|19662;2026-03-31\|35.09\|-2.99\|36.17\|36.31\|34.88\|21361;2026-04-01\|36.72\|4.65\|35.90\|37.05\|35.76\|32911;2026-04-02\|35.95\|-2.10\|36.90\|37.15\|35.50\|23165;2026-04-03\|37.99\|5.67\|36.22\|39.10\|36.22\|60483;2026-04-07\|38.27\|0.74\|38.38\|39.49\|37.84\|48729;2026-04-08\|42.10\|10.01\|39.44\|42.10\|38.51\|93343;2026-04-09\|44.20\|4.99\|41.88\|44.88\|40.78\|119600;2026-04-10\|43.53\|-1.52\|44.20\|44.26\|43.11\|69613;2026-04-13\|44.25\|1.65\|43.53\|44.99\|43.40\|67082;2026-04-14\|43.97\|-0.63\|44.53\|44.59\|43.65\|50371;2026-04-15\|43.09\|-2.00\|43.98\|44.34\|42.89\|47460;2026-04-16\|43.86\|1.79\|43.08\|44.03\|42.66\|47547;2026-04-17\|48.25\|10.01\|44.11\|48.25\|44.03\|80970;2026-04-20\|46.23\|-4.19\|48.25\|48.50\|45.47\|100296;2026-04-21\|46.31\|0.17\|46.02\|47.50\|45.10\|77290;2026-04-22\|47.00\|1.49\|45.65\|47.80\|45.65\|99868;2026-04-23\|45.28\|-3.66\|46.60\|46.88\|44.70\|80612;2026-04-24\|45.92\|1.41\|45.01\|47.10\|44.72\|75790;2026-04-27\|48.25\|5.07\|46.84\|49.28\|46.19\|103293;2026-04-28\|46.68\|-3.25\|47.63\|47.83\|46.24\|63256;2026-04-29\|46.85\|0.36\|45.78\|48.22\|45.78\|59262;2026-04-30\|46.88\|0.06\|46.80\|47.97\|46.58\|43458;2026-05-06\|47.67\|1.69\|48.20\|49.12\|47.45\|80667;2026-05-07\|48.78\|2.33\|48.60\|49.35\|47.75\|73549;2026-05-08\|48.58\|-0.41\|47.80\|49.45\|46.71\|59068;2026-05-11\|50.85\|4.67\|49.30\|51.47\|48.31\|107348;2026-05-12\|55.94\|10.01\|51.42\|55.94\|49.04\|147773;2026-05-13\|61.53\|9.99\|54.80\|61.53\|53.60\|122753;2026-05-14\|64.63\|5.04\|63.00\|67.68\|61.00\|215040;2026-05-15\|66.00\|2.12\|64.63\|68.96\|60.60\|203197;2026-05-18\|59.40\|-10.00\|61.44\|64.29\|59.40\|145276;2026-05-19\|59.10\|-0.51\|56.55\|61.60\|55.61\|147873;2026-05-20\|62.42\|5.62\|58.00\|64.32\|58.00\|128346;2026-05-21\|59.05\|-5.40\|62.32\|64.99\|58.50\|172560;2026-05-22\|60.50\|2.46\|59.35\|61.00\|57.75\|128352;2026-05-25\|66.55\|10.00\|60.73\|66.55\|60.73\|134435;2026-05-26\|68.88\|3.50\|70.52\|72.43\|64.98\|221199;2026-05-27\|72.08\|4.65\|66.79\|75.76\|65.68\|208819;2026-05-28\|75.00\|4.05\|69.69\|77.90\|68.00\|174244;2026-05-29\|67.50\|-10.00\|74.00\|75.60\|67.50\|148425;2026-06-01\|68.60\|1.63\|65.01\|70.48\|62.89\|157660;2026-06-02\|69.94\|1.95\|67.37\|71.98\|66.02\|135986;2026-06-03\|68.00\|-2.77\|69.00\|73.29\|66.69\|168725;2026-06-04\|68.09\|0.13\|66.00\|68.88\|65.16\|126111;2026-06-05\|66.52\|-2.31\|67.20\|69.77\|64.50\|111861;2026-06-08\|55.86\|10.00\|54.30\|55.86\|51.05\|150473;2026-06-09\|53.97\|-3.38\|57.82\|58.09\|52.00\|253937;2026-06-10\|55.30\|2.46\|51.81\|55.45\|51.05\|206044;2026-06-11\|59.10\|6.87\|56.40\|59.90\|54.03\|264480;2026-06-12\|54.10\|-8.46\|58.51\|64.40\|54.00\|290418;2026-06-15\|56.49\|4.42\|53.00\|56.80\|51.43\|220754;2026-06-16\|58.94\|4.34\|55.61\|59.50\|54.91\|230787;2026-06-17\|62.40\|5.87\|57.53\|64.63\|57.52\|246748;2026-06-18\|60.98\|-2.28\|61.00\|64.28\|60.40\|194344;2026-06-22\|65.80\|7.90\|61.00\|66.42\|59.80\|245692;2026-06-23\|63.76\|-3.10\|66.00\|66.00\|61.15\|178995;2026-06-24\|70.14\|10.01\|62.01\|70.14\|60.58\|225850;2026-06-25\|73.20\|4.36\|71.85\|74.79\|68.92\|225718;2026-06-26\|76.00\|3.83\|71.18\|77.28\|70.10\|210739;2026-06-29\|80.00\|5.26\|75.99\|80.03\|71.10\|223151;2026-06-30\|76.78\|-4.03\|78.05\|82.96\|76.48\|234607;2026-07-01\|69.10\|-10.00\|75.16\|77.77\|69.10\|243160;2026-07-02\|62.21\|-9.97\|64.26\|67.58\|62.19\|205871;2026-07-03\|58.70\|-5.64\|62.20\|62.88\|58.31\|195099;2026-07-06\|61.25\|4.34\|61.00\|64.57\|60.51\|258719;2026-07-07\|64.08\|4.62\|60.44\|65.88\|59.69\|251220;2026-07-08\|61.50\|-4.03\|63.61\|64.84\|59.65\|193047;2026-07-09\|66.07\|7.43\|63.35\|66.34\|61.03\|222782;2026-07-10\|59.49\|-9.96\|65.01\|68.77\|59.46\|273050;2026-07-13\|55.95\|-5.95\|57.88\|60.77\|55.70\|136920
113081	航天巨头Space X即将上市	商业航天+深海系泊+索具龙头+年报扭亏行业原因： SpaceX计划在未来几个月内上市，估值可能达1.75万亿至2万亿美元，融资750亿美元，这将使其成为历史上规模最大的IPO。公司原因： 1、据2025年12月29日投资者关系活动记录表，公司可回收捕获臂、火箭地面拉索装置等已用于商业航天发射与回收环节。 2、据2025年12月29日投资者关系活动记录表，公司单股永久系泊钢丝绳、系泊纤维缆及系统配件已用于海上风电、海上养殖、海上光伏，是目前唯一具备成套系泊系统设计制造能力的企业。 3、据2026年4月10日公告披露，公司2025年营收25.7亿元，同比增长16.08%，归母净利润1743.64万元，同比扭亏为盈。	公司为商业航天地面发射提供了系统性保障，从生产组装到发射前的安装调试和转运过程都会应用到公司产品	2026-03-03\|13.84\|-9.60\|15.33\|15.40\|13.80\|1681648;2026-03-04\|14.25\|2.96\|13.73\|14.40\|13.73\|1042275;2026-03-05\|14.43\|1.26\|14.50\|14.68\|14.25\|753343;2026-03-06\|14.28\|-1.04\|14.34\|14.60\|14.14\|695327;2026-03-09\|14.18\|-0.70\|13.91\|14.24\|13.66\|743999;2026-03-10\|14.46\|1.97\|14.32\|14.65\|14.28\|738986;2026-03-11\|14.13\|-2.28\|14.66\|14.67\|14.00\|672509;2026-03-12\|13.75\|-2.69\|14.02\|14.11\|13.68\|541778;2026-03-13\|13.23\|-3.78\|13.76\|13.85\|13.20\|572780;2026-03-16\|14.19\|7.26\|13.88\|14.55\|13.39\|2445350;2026-03-17\|13.48\|-5.00\|13.82\|14.34\|13.39\|1788428;2026-03-18\|13.53\|0.37\|13.48\|13.62\|13.00\|1223762;2026-03-19\|12.88\|-4.80\|13.16\|13.24\|12.75\|870960;2026-03-20\|11.93\|-7.38\|12.65\|12.71\|11.90\|1057063;2026-03-23\|11.46\|-3.94\|11.72\|12.09\|11.34\|972531;2026-03-24\|11.88\|3.66\|11.83\|11.88\|11.47\|677406;2026-03-25\|12.01\|1.09\|12.01\|12.15\|11.89\|508424;2026-03-26\|12.23\|1.83\|12.01\|12.69\|11.82\|1606553;2026-03-27\|12.37\|1.14\|11.81\|12.65\|11.81\|1330746;2026-03-30\|13.09\|5.82\|12.32\|13.15\|12.18\|1834972;2026-03-31\|14.40\|10.01\|12.96\|14.40\|12.81\|1761553;2026-04-01\|14.26\|-0.97\|15.08\|15.38\|14.12\|3106037;2026-04-02\|13.80\|-3.23\|14.18\|14.68\|13.70\|1985940;2026-04-03\|12.78\|-7.39\|13.69\|13.78\|12.71\|1578994;2026-04-07\|12.88\|0.78\|12.73\|13.18\|12.50\|1156592;2026-04-08\|14.17\|10.02\|13.10\|14.17\|12.95\|1297300;2026-04-09\|15.59\|10.02\|14.50\|15.59\|14.50\|2726427;2026-04-10\|15.50\|-0.58\|16.00\|16.66\|15.42\|3578273;2026-04-13\|16.34\|5.42\|15.56\|16.66\|15.56\|2676106;2026-04-14\|17.15\|4.96\|16.34\|17.21\|16.01\|2893640;2026-04-15\|18.29\|6.65\|17.03\|18.71\|16.80\|2871134;2026-04-16\|18.51\|1.20\|18.01\|19.68\|17.50\|2929182;2026-04-17\|19.06\|2.97\|18.07\|19.30\|18.01\|2235985;2026-04-20\|19.47\|2.15\|19.20\|20.00\|18.80\|2775632;2026-04-21\|21.42\|10.02\|19.00\|21.42\|18.47\|2893097;2026-04-22\|20.15\|-5.93\|20.32\|21.31\|20.02\|2803435;2026-04-23\|18.96\|-5.91\|19.63\|20.25\|18.68\|2123627;2026-04-24\|19.05\|0.47\|18.78\|20.21\|18.11\|2588408;2026-04-27\|18.42\|-3.31\|18.29\|19.08\|17.49\|1715392;2026-04-28\|18.48\|0.33\|18.44\|18.94\|17.77\|1924778;2026-04-29\|18.90\|2.27\|18.13\|19.30\|18.00\|1901722;2026-04-30\|19.81\|4.81\|18.93\|20.30\|18.86\|2139427;2026-05-06\|20.11\|1.51\|19.65\|20.60\|19.40\|2101366;2026-05-07\|22.12\|9.99\|19.90\|22.12\|19.76\|2728879;2026-05-08\|22.11\|-0.05\|22.12\|24.00\|21.36\|3398478;2026-05-11\|22.17\|0.27\|21.63\|22.78\|21.47\|2614571;2026-05-12\|20.40\|-7.98\|21.83\|21.95\|20.05\|2287060;2026-05-13\|20.46\|0.29\|20.25\|21.22\|19.88\|1824760;2026-05-14\|19.91\|-2.69\|20.21\|21.00\|18.63\|2212861;2026-05-15\|19.43\|-2.41\|19.35\|20.35\|18.89\|1496834;2026-05-18\|17.49\|-9.98\|17.49\|17.49\|17.49\|73245;2026-05-19\|15.74\|-10.01\|15.74\|15.74\|15.74\|29620;2026-05-20\|14.21\|-9.72\|14.17\|15.74\|14.17\|3619351;2026-05-21\|12.79\|-9.99\|13.22\|13.59\|12.79\|2992139;2026-05-22\|13.17\|2.97\|12.64\|13.60\|12.36\|2657473;2026-05-25\|12.76\|-3.11\|13.37\|13.45\|12.45\|1934732;2026-05-26\|12.14\|-4.86\|12.53\|12.80\|12.00\|1604682;2026-05-27\|11.56\|-4.78\|12.38\|12.40\|11.46\|1216424;2026-05-28\|12.01\|3.89\|11.55\|12.09\|11.43\|1057871;2026-05-29\|11.30\|-5.91\|12.17\|12.21\|11.24\|948588;2026-06-01\|11.57\|2.39\|11.30\|11.86\|11.30\|878666;2026-06-02\|11.18\|-3.37\|11.76\|11.76\|10.91\|857012;2026-06-03\|11.28\|0.98\|11.28\|11.65\|11.13\|937870;2026-06-04\|11.05\|-2.04\|11.21\|11.39\|10.99\|621269;2026-06-05\|11.10\|0.45\|11.10\|11.38\|10.70\|889763;2026-06-08\|11.66\|5.04\|10.76\|12.21\|10.69\|2073439;2026-06-09\|10.80\|-7.38\|11.63\|11.63\|10.57\|1687033;2026-06-10\|10.26\|-5.00\|10.64\|10.95\|10.12\|1259297;2026-06-11\|9.98\|-2.73\|10.15\|10.25\|9.90\|964697;2026-06-12\|10.17\|1.90\|10.18\|10.39\|9.92\|922108;2026-06-15\|10.28\|1.08\|10.22\|10.34\|10.10\|664222;2026-06-16\|10.42\|1.36\|10.48\|10.60\|10.18\|622461;2026-06-17\|10.26\|-1.54\|10.50\|10.65\|10.18\|681609;2026-06-18\|9.97\|-2.83\|10.32\|10.32\|9.95\|600769;2026-06-22\|9.73\|-2.41\|9.97\|9.99\|9.47\|721006;2026-06-23\|9.46\|-2.77\|9.73\|9.82\|9.36\|561717;2026-06-24\|9.98\|5.50\|9.37\|10.30\|9.08\|1223294;2026-06-25\|9.55\|-4.31\|9.96\|10.74\|9.50\|1246676;2026-06-26\|9.65\|1.05\|9.74\|9.92\|9.27\|1030695;2026-06-29\|10.62\|10.05\|10.12\|10.62\|9.79\|1385986;2026-06-30\|10.51\|-1.04\|10.75\|10.91\|10.43\|1977427;2026-07-01\|11.25\|7.04\|10.61\|11.56\|10.38\|2143600;2026-07-02\|11.55\|2.67\|11.25\|11.86\|11.03\|2022462;2026-07-03\|10.96\|-5.11\|11.57\|11.88\|10.81\|1785265;2026-07-06\|10.10\|-7.85\|11.29\|11.79\|10.08\|1615233;2026-07-07\|10.10\|0.00\|10.05\|10.75\|9.92\|1430029;2026-07-08\|9.59\|-5.05\|9.94\|10.24\|9.56\|1086773;2026-07-09\|10.06\|4.90\|9.74\|10.24\|9.46\|1292074;2026-07-10\|11.07\|10.04\|10.26\|11.07\|10.10\|1715128;2026-07-13\|9.96\|-10.03\|11.51\|11.55\|9.96\|1990322
113080	航天巨头Space X即将上市	商业航天+无人机+聚酯树脂+地方国企公司原因： 1、据2025年12月30日公告，公司航空航天类产品含卫星复合材料零部件、地面接收装置等，2025年前三季度收入1.39亿元，占比7.59%；据2025年11月17日互动易，公司利用钣金复材加工能力为军用无人机整机及零配件提供制造与配套服务，型号保密。 2、据2025年8月28日半年报，公司系国内粉末涂料用聚酯树脂单项冠军，芜湖、黄山、珠海三大基地合计产能32万吨，产品已批量供应新能源车、家电等新兴领域。 3、据2025年4月25日年报，公司最终控制人为芜湖市国资委，具备地方国企背景。	公司主要产品有航空航天类相关模具及金属零件、复合材料产品、北斗卫星导航系统应用终端产品；孙公司中星伟业主要经营北斗导航系统应用终端产品，应用于特殊业务领域	2026-03-03\|12.37\|-9.97\|13.81\|13.84\|12.37\|1481639;2026-03-04\|12.41\|0.32\|12.15\|12.59\|11.72\|793341;2026-03-05\|12.89\|3.87\|12.69\|13.06\|12.35\|972213;2026-03-06\|12.73\|-1.24\|12.59\|13.14\|12.51\|847884;2026-03-09\|12.52\|-1.65\|12.37\|12.78\|12.23\|686379;2026-03-10\|12.85\|2.64\|12.64\|13.08\|12.61\|784183;2026-03-11\|13.47\|4.82\|12.85\|13.88\|12.62\|1796038;2026-03-12\|13.57\|0.74\|13.34\|13.94\|13.09\|1613795;2026-03-13\|12.65\|-6.78\|13.25\|13.47\|12.44\|1197896;2026-03-16\|12.75\|0.79\|12.51\|13.05\|12.51\|715114;2026-03-17\|12.00\|-5.88\|12.75\|12.84\|12.00\|907864;2026-03-18\|12.37\|3.08\|12.00\|12.53\|11.64\|855596;2026-03-19\|11.90\|-3.80\|12.07\|12.19\|11.82\|604241;2026-03-20\|11.23\|-5.63\|12.01\|12.08\|11.23\|655831;2026-03-23\|10.90\|-2.94\|10.86\|11.47\|10.76\|686783;2026-03-24\|11.10\|1.83\|11.12\|11.19\|10.73\|569379;2026-03-25\|11.27\|1.53\|11.12\|11.39\|11.12\|510927;2026-03-26\|12.40\|10.03\|11.51\|12.40\|11.19\|1581372;2026-03-27\|13.64\|10.00\|12.02\|13.64\|12.01\|2681412;2026-03-30\|15.00\|9.97\|13.37\|15.00\|13.21\|2300031;2026-03-31\|16.50\|10.00\|16.15\|16.50\|15.83\|1917880;2026-04-01\|17.00\|3.03\|17.00\|18.00\|16.00\|4097504;2026-04-02\|17.29\|1.71\|17.10\|18.30\|16.40\|3433807;2026-04-03\|15.74\|-8.96\|17.12\|17.26\|15.66\|3066549;2026-04-07\|15.25\|-3.11\|15.85\|16.47\|14.80\|2437190;2026-04-08\|16.78\|10.03\|15.41\|16.78\|15.41\|1523537;2026-04-09\|16.41\|-2.21\|16.78\|17.10\|16.29\|2929361;2026-04-10\|16.49\|0.49\|16.41\|17.64\|16.17\|3015815;2026-04-13\|16.70\|1.27\|16.48\|17.38\|16.18\|2867378;2026-04-14\|16.85\|0.90\|16.55\|17.09\|16.36\|2755677;2026-04-15\|18.54\|10.03\|16.85\|18.54\|16.60\|3087686;2026-04-16\|19.26\|3.88\|18.50\|20.39\|17.55\|4719524;2026-04-17\|18.75\|-2.65\|18.80\|19.70\|18.34\|3464035;2026-04-20\|20.63\|10.03\|18.85\|20.63\|18.75\|3251362;2026-04-21\|22.69\|9.99\|21.47\|22.69\|21.35\|3573336;2026-04-22\|23.65\|4.23\|22.46\|23.95\|21.97\|3478951;2026-04-23\|22.99\|-2.79\|23.65\|23.80\|22.05\|3155846;2026-04-24\|21.46\|-6.66\|22.77\|23.39\|21.20\|3219717;2026-04-27\|21.66\|0.93\|20.39\|21.98\|20.39\|2545697;2026-04-28\|20.02\|-7.57\|20.66\|21.91\|19.90\|3065126;2026-04-29\|20.05\|0.15\|19.86\|20.82\|19.62\|2425719;2026-04-30\|20.55\|2.49\|20.41\|20.82\|19.91\|2257121;2026-05-06\|21.21\|3.21\|20.70\|21.69\|20.70\|2336376;2026-05-07\|21.60\|1.84\|21.21\|21.70\|20.98\|2451728;2026-05-08\|21.90\|1.39\|21.50\|23.55\|21.14\|3367630;2026-05-11\|22.25\|1.60\|21.65\|22.64\|21.04\|2758260;2026-05-12\|20.25\|-8.99\|22.03\|22.03\|20.07\|2342282;2026-05-13\|20.67\|2.07\|20.01\|21.20\|19.80\|1938730;2026-05-14\|18.72\|-9.43\|20.68\|20.68\|18.69\|2078940;2026-05-15\|18.91\|1.01\|18.35\|19.58\|17.88\|1765926;2026-05-18\|18.91\|0.00\|18.40\|19.50\|18.06\|1613290;2026-05-19\|18.29\|-3.28\|18.74\|19.00\|17.70\|1671256;2026-05-20\|17.62\|-3.66\|18.01\|18.10\|17.53\|1096354;2026-05-21\|17.30\|-1.82\|17.80\|18.28\|16.91\|1136020;2026-05-22\|17.36\|0.35\|17.09\|17.70\|16.69\|958201;2026-05-25\|17.85\|2.82\|17.71\|18.20\|17.05\|1415340;2026-05-26\|16.92\|-5.21\|17.53\|17.55\|16.60\|1090711;2026-05-27\|15.83\|-6.44\|16.98\|17.05\|15.65\|1304465;2026-05-28\|16.25\|2.65\|15.86\|16.34\|15.79\|960309;2026-05-29\|15.23\|-6.28\|16.33\|16.36\|15.11\|993360;2026-06-01\|15.12\|-0.72\|15.24\|15.50\|15.07\|629352;2026-06-02\|15.07\|-0.33\|15.12\|15.28\|14.47\|754334;2026-06-03\|15.33\|1.73\|15.08\|15.84\|15.03\|908531;2026-06-04\|15.28\|-0.33\|15.15\|15.48\|15.06\|643161;2026-06-05\|16.81\|10.01\|15.45\|16.81\|15.15\|1485371;2026-06-08\|18.49\|9.99\|17.51\|18.49\|17.51\|2640663;2026-06-09\|17.75\|-4.00\|18.42\|18.95\|17.33\|2865822;2026-06-10\|19.10\|7.61\|17.75\|19.53\|17.27\|3518142;2026-06-11\|17.47\|-8.53\|18.01\|18.59\|17.19\|2963103;2026-06-12\|15.74\|-9.90\|16.82\|17.55\|15.72\|2281683;2026-06-15\|15.93\|1.21\|15.72\|16.21\|15.05\|1758535;2026-06-16\|16.07\|0.88\|16.18\|16.69\|15.46\|2023900;2026-06-17\|15.62\|-2.80\|16.00\|16.55\|15.51\|1794492;2026-06-18\|15.16\|-2.94\|15.34\|15.85\|14.75\|1447859;2026-06-22\|14.75\|-2.70\|15.00\|15.13\|14.26\|1438322;2026-06-23\|14.02\|-4.95\|14.50\|14.74\|13.97\|1017261;2026-06-24\|14.03\|0.07\|14.05\|14.14\|13.31\|930756;2026-06-25\|13.78\|-1.78\|13.89\|14.35\|13.56\|863588;2026-06-26\|13.75\|-0.22\|13.70\|14.19\|13.08\|1493555;2026-06-29\|14.49\|5.38\|14.06\|14.50\|13.43\|1695510;2026-06-30\|15.05\|3.86\|14.38\|15.33\|14.32\|1861272;2026-07-01\|14.93\|-0.80\|14.90\|15.35\|14.63\|1447407;2026-07-02\|14.74\|-1.27\|14.70\|15.53\|14.47\|1425656;2026-07-03\|14.21\|-3.60\|14.60\|15.49\|14.20\|1362888;2026-07-06\|12.79\|-9.99\|14.49\|14.98\|12.79\|1417403;2026-07-07\|11.96\|-6.49\|12.38\|12.88\|11.91\|1310461;2026-07-08\|11.34\|-5.18\|11.97\|12.06\|11.33\|949899;2026-07-09\|11.57\|2.03\|11.39\|11.60\|10.96\|767955;2026-07-10\|12.73\|10.03\|11.69\|12.73\|11.44\|881489;2026-07-13\|11.46\|-9.98\|12.86\|12.86\|11.46\|1121588
113079	航天巨头Space X即将上市	商业航天+小型制导火箭+央企+一季报扭亏行业原因： 1、据证券时报6月29日报道，蓝箭航天科创板IPO更新财报并恢复审核，冲刺“商业航天第一股”。 2、据证券时报6月29日报道，蓝箭航天朱雀三号重复使用遥二运载火箭完成静态点火试验，标志着发射前各项地面验证全部完成。公司原因： 1、据2026年6月24日互动易，公司确认与西安航天商业火箭动力技术有限责任公司开展固体火箭发动机耐烧蚀组件业务交易；据2026年5月21日投资者关系活动记录表，2026年预计继续开展同类交易，预计金额3530万元。 2、据2026年3月31日年报，公司小型制导火箭围绕“系列化、多平台化”思路研制，产品适用于低烈度冲突，具有精度高、效费比高等特点。 3、公司控股股东为航天动力技术研究院，实控人为中国航天科技集团有限公司，最终控制人为国务院国有资产监督管理委员会。 4、据2026年4月27日公告，公司2026年一季度实现营收1.52亿元，同比增长76.41%，归母净利润473.69万元，同比扭亏为盈。	航天科技集团旗下，国内领先的小型固体火箭生产商；公司人影无人机项目目前已在多地开展试验作业	2026-03-03\|70.95\|-5.56\|76.48\|77.00\|70.68\|176888;2026-03-04\|75.07\|5.81\|68.00\|76.10\|66.09\|169870;2026-03-05\|73.94\|-1.51\|74.99\|75.01\|71.90\|125285;2026-03-06\|71.89\|-2.77\|72.61\|73.50\|71.01\|79289;2026-03-09\|69.10\|-3.88\|70.48\|71.80\|68.36\|70635;2026-03-10\|69.35\|0.36\|68.99\|70.12\|68.40\|59873;2026-03-11\|67.51\|-2.65\|69.49\|69.59\|67.50\|59770;2026-03-12\|64.31\|-4.74\|67.12\|67.50\|64.09\|64689;2026-03-13\|61.96\|-3.65\|63.81\|64.13\|61.86\|45328;2026-03-16\|61.62\|-0.55\|62.00\|62.47\|60.38\|38214;2026-03-17\|60.03\|-2.58\|61.62\|62.00\|60.00\|33110;2026-03-18\|61.61\|2.63\|60.09\|61.65\|59.31\|39948;2026-03-19\|60.12\|-2.42\|60.61\|61.21\|59.85\|29751;2026-03-20\|57.38\|-4.56\|60.45\|60.55\|57.22\|43019;2026-03-23\|54.20\|-5.54\|56.04\|57.00\|53.87\|45939;2026-03-24\|55.93\|3.19\|55.50\|56.12\|54.38\|40373;2026-03-25\|56.99\|1.90\|56.14\|57.32\|56.07\|35624;2026-03-26\|55.75\|-2.18\|57.97\|58.00\|55.36\|34024;2026-03-27\|56.19\|0.79\|55.00\|56.45\|54.70\|24406;2026-03-30\|57.55\|2.42\|55.33\|58.00\|55.33\|45498;2026-03-31\|57.74\|0.33\|57.60\|59.64\|57.49\|54949;2026-04-01\|57.37\|-0.64\|58.53\|58.62\|56.50\|32982;2026-04-02\|56.49\|-1.53\|57.68\|58.50\|56.34\|28620;2026-04-03\|55.28\|-2.14\|56.81\|56.94\|55.20\|24587;2026-04-07\|54.78\|-0.90\|55.60\|55.78\|54.50\|17708;2026-04-08\|57.73\|5.39\|55.88\|57.73\|55.39\|36323;2026-04-09\|57.08\|-1.13\|56.93\|57.64\|56.66\|22521;2026-04-10\|57.18\|0.18\|57.30\|58.00\|57.10\|21967;2026-04-13\|57.70\|0.91\|56.68\|57.85\|56.60\|19989;2026-04-14\|58.89\|2.06\|57.90\|58.94\|57.56\|38069;2026-04-15\|59.41\|0.88\|59.34\|61.20\|59.08\|66757;2026-04-16\|58.92\|-0.82\|59.26\|59.39\|58.38\|38252;2026-04-17\|58.41\|-0.87\|58.91\|58.92\|57.80\|30329;2026-04-20\|62.21\|6.51\|58.68\|63.00\|58.47\|88606;2026-04-21\|61.16\|-1.69\|62.33\|62.48\|60.15\|59261;2026-04-22\|60.38\|-1.28\|60.61\|60.61\|59.60\|41900;2026-04-23\|59.20\|-1.95\|60.39\|61.23\|59.01\|45274;2026-04-24\|57.83\|-2.31\|58.95\|58.95\|56.89\|35167;2026-04-27\|60.16\|4.03\|58.55\|60.55\|58.03\|45938;2026-04-28\|57.98\|-3.62\|59.68\|59.99\|57.97\|32872;2026-04-29\|58.41\|0.74\|57.50\|58.90\|57.36\|22471;2026-04-30\|60.06\|2.82\|57.80\|60.15\|57.80\|43690;2026-05-06\|61.29\|2.05\|60.08\|62.07\|60.07\|49883;2026-05-07\|62.42\|1.84\|61.20\|62.50\|60.98\|48818;2026-05-08\|66.28\|6.18\|62.37\|68.00\|61.66\|107368;2026-05-11\|67.92\|2.47\|66.96\|69.38\|66.73\|108504;2026-05-12\|65.20\|-4.00\|67.25\|67.25\|65.00\|68474;2026-05-13\|65.50\|0.46\|64.50\|66.08\|64.25\|50178;2026-05-14\|62.39\|-4.75\|65.37\|65.39\|62.34\|51530;2026-05-15\|60.97\|-2.28\|61.97\|62.87\|60.36\|41564;2026-05-18\|61.10\|0.21\|61.00\|62.30\|60.78\|35434;2026-05-19\|60.37\|-1.19\|61.09\|61.16\|58.88\|37448;2026-05-20\|58.98\|-2.30\|60.10\|60.37\|58.54\|28438;2026-05-21\|56.25\|-4.63\|59.40\|59.80\|56.00\|36044;2026-05-22\|56.97\|1.28\|56.31\|57.60\|56.05\|27892;2026-05-25\|55.80\|-2.05\|57.20\|58.18\|55.02\|43505;2026-05-26\|53.80\|-3.58\|55.50\|55.50\|52.93\|37828;2026-05-27\|52.35\|-2.70\|53.98\|54.80\|51.73\|33334;2026-05-28\|53.29\|1.80\|52.00\|53.78\|51.75\|29332;2026-05-29\|50.50\|-5.24\|53.00\|53.39\|50.30\|32371;2026-06-01\|50.83\|0.65\|50.45\|51.34\|49.88\|20194;2026-06-02\|50.33\|-0.98\|50.85\|50.94\|49.12\|23264;2026-06-03\|51.30\|1.93\|50.32\|52.40\|50.01\|31139;2026-06-04\|50.36\|-1.83\|50.95\|51.14\|49.95\|20158;2026-06-05\|55.40\|10.01\|50.79\|55.40\|50.39\|64313;2026-06-08\|60.94\|10.00\|55.40\|60.94\|54.76\|141461;2026-06-09\|59.13\|-2.97\|62.00\|62.00\|57.51\|111891;2026-06-10\|56.87\|-3.82\|57.25\|60.70\|55.00\|105030;2026-06-11\|55.11\|-3.09\|55.55\|56.50\|53.77\|71780;2026-06-12\|60.62\|10.00\|55.56\|60.62\|55.51\|57888;2026-06-15\|63.75\|5.16\|60.61\|65.72\|58.88\|169200;2026-06-16\|60.88\|-4.50\|62.61\|62.61\|60.85\|108827;2026-06-17\|62.10\|2.00\|60.50\|63.96\|60.21\|112210;2026-06-18\|60.28\|-2.93\|61.00\|61.50\|58.16\|87380;2026-06-22\|59.89\|-0.65\|59.69\|60.67\|57.00\|87096;2026-06-23\|57.70\|-3.66\|58.41\|59.60\|57.33\|56721;2026-06-24\|57.15\|-0.95\|57.01\|58.08\|55.36\|57324;2026-06-25\|53.82\|-5.83\|56.58\|56.70\|53.43\|77984;2026-06-26\|57.29\|6.45\|53.25\|58.51\|51.90\|120023;2026-06-29\|54.51\|-4.85\|56.20\|56.20\|53.50\|79634;2026-06-30\|59.96\|10.00\|55.50\|59.96\|54.58\|66027;2026-07-01\|62.37\|4.02\|59.98\|63.48\|59.97\|155925;2026-07-02\|60.30\|-3.32\|61.60\|63.51\|60.00\|88860;2026-07-03\|62.52\|3.68\|61.29\|63.79\|60.60\|107437;2026-07-06\|64.37\|2.96\|62.80\|65.00\|62.01\|138996;2026-07-07\|57.93\|-10.00\|62.00\|62.00\|57.93\|90846;2026-07-08\|53.83\|-7.08\|56.04\|56.93\|53.80\|86425;2026-07-09\|55.13\|2.42\|53.88\|55.54\|52.35\|70552;2026-07-10\|60.64\|9.99\|54.75\|60.64\|53.30\|97659;2026-07-13\|62.08\|2.37\|61.62\|63.86\|55.55\|130365
113078	国务院印发《城市更新“十五五”规划》	物流REITs扩募+仓储物流+房地产+国企 1、据2026年5月22日投资者关系活动记录表，华泰宝湾物流REIT拟扩募购入成都、西安、青岛、宁波的4个优质物流园区资产，目前扩募工作正在积极推进中，同时公司联合招商致远资本等设立5.46亿元物流基金，为后续资产证券化奠定基础。 2、据2025年年报及2026年5月22日互动易，仓储物流为公司战略性主业，旗下宝湾物流在全国拥有或管理86个智慧物流园区，运营及规划仓储面积逾990万平方米，2025年仓库平均使用率达92.9%，实现营收18.62亿元。 3、截至2025年12月31日，房地产开发业务已布局16个城市，累计开发项目达69个（含待建及表外合作项目），其中在售项目40个；累计可运营项目（含筹备）20个，其中在运营（含代管）项目7个。 4、据2026年4月29日年报，公司最终控制人为中国南山开发集团，属于国有企业。	房地产+产城综合性开发商	2026-03-03\|2.54\|-1.93\|2.60\|2.63\|2.53\|301839;2026-03-04\|2.51\|-1.18\|2.51\|2.55\|2.49\|245604;2026-03-05\|2.56\|1.99\|2.55\|2.58\|2.53\|275491;2026-03-06\|2.62\|2.34\|2.54\|2.62\|2.53\|255449;2026-03-09\|2.65\|1.15\|2.59\|2.65\|2.58\|308209;2026-03-10\|2.60\|-1.89\|2.70\|2.71\|2.58\|552063;2026-03-11\|2.61\|0.38\|2.59\|2.61\|2.56\|327563;2026-03-12\|2.62\|0.38\|2.60\|2.65\|2.58\|340249;2026-03-13\|2.63\|0.38\|2.61\|2.68\|2.61\|375352;2026-03-16\|2.68\|1.90\|2.65\|2.70\|2.63\|302698;2026-03-17\|2.68\|0.00\|2.68\|2.76\|2.67\|440799;2026-03-18\|2.65\|-1.12\|2.71\|2.71\|2.62\|300856;2026-03-19\|2.57\|-3.02\|2.63\|2.65\|2.55\|273889;2026-03-20\|2.51\|-2.33\|2.58\|2.59\|2.51\|275763;2026-03-23\|2.36\|-5.98\|2.46\|2.48\|2.35\|376190;2026-03-24\|2.48\|5.08\|2.41\|2.48\|2.38\|317189;2026-03-25\|2.53\|2.02\|2.48\|2.55\|2.46\|302933;2026-03-26\|2.49\|-1.58\|2.53\|2.57\|2.48\|265764;2026-03-27\|2.53\|1.61\|2.47\|2.53\|2.45\|232804;2026-03-30\|2.52\|-0.40\|2.50\|2.53\|2.45\|247625;2026-03-31\|2.49\|-1.19\|2.53\|2.59\|2.48\|314108;2026-04-01\|2.48\|-0.40\|2.53\|2.54\|2.46\|247559;2026-04-02\|2.42\|-2.42\|2.47\|2.49\|2.40\|224849;2026-04-03\|2.34\|-3.31\|2.42\|2.43\|2.33\|221120;2026-04-07\|2.41\|2.99\|2.34\|2.41\|2.33\|229902;2026-04-08\|2.50\|3.73\|2.43\|2.50\|2.43\|286280;2026-04-09\|2.43\|-2.80\|2.47\|2.49\|2.42\|226135;2026-04-10\|2.44\|0.41\|2.45\|2.48\|2.44\|185682;2026-04-13\|2.49\|2.05\|2.44\|2.50\|2.42\|244668;2026-04-14\|2.74\|10.04\|2.51\|2.74\|2.48\|874450;2026-04-15\|2.69\|-1.82\|2.75\|2.84\|2.68\|1466310;2026-04-16\|2.63\|-2.23\|2.66\|2.71\|2.59\|974697;2026-04-17\|2.71\|3.04\|2.68\|2.87\|2.65\|1298527;2026-04-20\|2.61\|-3.69\|2.64\|2.66\|2.59\|761308;2026-04-21\|2.56\|-1.92\|2.61\|2.63\|2.53\|500547;2026-04-22\|2.50\|-2.34\|2.57\|2.57\|2.48\|457051;2026-04-23\|2.46\|-1.60\|2.51\|2.53\|2.44\|342483;2026-04-24\|2.44\|-0.81\|2.45\|2.47\|2.42\|284861;2026-04-27\|2.46\|0.82\|2.43\|2.47\|2.38\|315594;2026-04-28\|2.44\|-0.81\|2.45\|2.49\|2.42\|274472;2026-04-29\|2.47\|1.23\|2.40\|2.49\|2.39\|388782;2026-04-30\|2.52\|2.02\|2.50\|2.55\|2.45\|479775;2026-05-06\|2.55\|1.19\|2.52\|2.56\|2.48\|377700;2026-05-07\|2.48\|-2.75\|2.54\|2.56\|2.47\|370354;2026-05-08\|2.51\|1.21\|2.48\|2.52\|2.47\|358076;2026-05-11\|2.53\|0.80\|2.50\|2.55\|2.48\|347701;2026-05-12\|2.49\|-1.58\|2.52\|2.54\|2.46\|322662;2026-05-13\|2.44\|-2.01\|2.47\|2.49\|2.43\|256261;2026-05-14\|2.36\|-3.28\|2.43\|2.45\|2.36\|266376;2026-05-15\|2.34\|-0.85\|2.37\|2.38\|2.33\|189656;2026-05-18\|2.31\|-1.28\|2.33\|2.34\|2.29\|192203;2026-05-19\|2.35\|1.73\|2.32\|2.36\|2.31\|180462;2026-05-20\|2.30\|-2.13\|2.35\|2.35\|2.29\|158436;2026-05-21\|2.22\|-3.48\|2.31\|2.32\|2.21\|215996;2026-05-22\|2.26\|1.80\|2.23\|2.26\|2.20\|158370;2026-05-25\|2.30\|1.77\|2.25\|2.32\|2.24\|172239;2026-05-26\|2.27\|-1.30\|2.30\|2.30\|2.23\|146121;2026-05-27\|2.20\|-3.08\|2.26\|2.27\|2.20\|142811;2026-05-28\|2.25\|2.27\|2.20\|2.25\|2.19\|150905;2026-05-29\|2.29\|1.78\|2.25\|2.39\|2.25\|369660;2026-06-01\|2.38\|3.93\|2.28\|2.41\|2.23\|437938;2026-06-02\|2.62\|10.08\|2.37\|2.62\|2.37\|1012586;2026-06-03\|2.50\|-4.58\|2.59\|2.68\|2.46\|1311694;2026-06-04\|2.51\|0.40\|2.45\|2.63\|2.39\|966697;2026-06-05\|2.50\|-0.40\|2.46\|2.62\|2.43\|872817;2026-06-08\|2.66\|6.40\|2.54\|2.75\|2.53\|1765977;2026-06-09\|2.46\|-7.52\|2.58\|2.62\|2.39\|1621324;2026-06-10\|2.39\|-2.85\|2.37\|2.51\|2.33\|917948;2026-06-11\|2.30\|-3.77\|2.36\|2.39\|2.28\|629769;2026-06-12\|2.33\|1.30\|2.31\|2.34\|2.22\|555818;2026-06-15\|2.27\|-2.58\|2.33\|2.39\|2.26\|489177;2026-06-16\|2.22\|-2.20\|2.27\|2.27\|2.20\|382985;2026-06-17\|2.14\|-3.60\|2.22\|2.22\|2.13\|423572;2026-06-18\|2.07\|-3.27\|2.13\|2.14\|2.06\|316658;2026-06-22\|2.05\|-0.97\|2.07\|2.07\|2.00\|358022;2026-06-23\|2.09\|1.95\|2.03\|2.15\|2.03\|364936;2026-06-24\|2.02\|-3.35\|2.09\|2.11\|1.98\|352362;2026-06-25\|2.00\|-0.99\|2.02\|2.03\|1.98\|224989;2026-06-26\|1.98\|-1.00\|1.99\|2.03\|1.97\|229627;2026-06-29\|2.01\|1.52\|1.97\|2.03\|1.91\|246955;2026-06-30\|2.00\|-0.50\|2.00\|2.02\|1.96\|176473;2026-07-01\|2.07\|3.50\|1.99\|2.08\|1.98\|289011;2026-07-02\|2.04\|-1.45\|2.07\|2.12\|2.03\|204024;2026-07-03\|2.06\|0.98\|2.05\|2.07\|2.02\|182612;2026-07-06\|2.04\|-0.97\|2.05\|2.08\|2.03\|137729;2026-07-07\|1.99\|-2.45\|2.03\|2.04\|1.98\|150478;2026-07-08\|1.99\|0.00\|1.98\|2.02\|1.96\|142174;2026-07-09\|1.98\|-0.50\|2.00\|2.02\|1.96\|140544;2026-07-10\|2.05\|3.54\|1.96\|2.08\|1.93\|301231;2026-07-13\|1.99\|-2.93\|2.05\|2.07\|1.98\|137357
113077	国务院印发《城市更新“十五五”规划》	服务器资产收购+智能家居设计+瓷砖卫浴 1、据2026年6月12日公告，公司全资子公司水华未来与关联方善思开悟签署《业务合作协议》，以4416.73万元购买机电设施、服务器等资产，并获无偿转让相关知识产权及存量业务。 2、据2026年4月29日年报，公司设立水华未来布局人工智能，正在开发AI设计智能体及欧神诺SKU图像聚类清洗器，可为终端客户快速生成家居设计方案，实现产品一键搭配，提升成交转化率；据2026年5月14日互动易，公司正分阶段推进人工智能转型。 3、据2026年4月29日年报，公司主营“欧神诺”瓷砖和“帝王”卫浴，是国内建筑陶瓷与卫生洁具领域少数实现双主业覆盖的企业，2026年一季度营收3.77亿元。	公司为国内高端卫浴品牌企业	2026-03-03\|6.17\|-2.99\|6.40\|6.42\|6.15\|112958;2026-03-04\|6.10\|-1.13\|6.12\|6.18\|6.01\|95093;2026-03-05\|6.19\|1.48\|6.17\|6.24\|6.13\|63305;2026-03-06\|6.48\|4.68\|6.17\|6.57\|6.16\|109937;2026-03-09\|6.43\|-0.77\|6.42\|6.54\|6.31\|108763;2026-03-10\|6.55\|1.87\|6.49\|6.57\|6.43\|75640;2026-03-11\|6.48\|-1.07\|6.53\|6.55\|6.43\|69070;2026-03-12\|6.41\|-1.08\|6.48\|6.56\|6.40\|77967;2026-03-13\|6.43\|0.31\|6.41\|6.56\|6.41\|56250;2026-03-16\|6.44\|0.16\|6.48\|6.49\|6.38\|51929;2026-03-17\|6.38\|-0.93\|6.41\|6.48\|6.33\|64054;2026-03-18\|6.42\|0.63\|6.39\|6.46\|6.34\|49226;2026-03-19\|6.21\|-3.27\|6.40\|6.43\|6.17\|66120;2026-03-20\|6.23\|0.32\|6.24\|6.35\|6.15\|79215;2026-03-23\|5.75\|-7.70\|6.17\|6.17\|5.75\|162779;2026-03-24\|6.04\|5.04\|5.88\|6.04\|5.73\|114253;2026-03-25\|6.11\|1.16\|6.05\|6.14\|6.01\|59775;2026-03-26\|6.12\|0.16\|6.10\|6.23\|6.02\|58743;2026-03-27\|6.22\|1.63\|6.05\|6.22\|6.03\|54712;2026-03-30\|6.23\|0.16\|6.18\|6.28\|6.12\|49722;2026-03-31\|6.03\|-3.21\|6.25\|6.27\|6.02\|58129;2026-04-01\|6.14\|1.82\|6.13\|6.15\|6.04\|52426;2026-04-02\|5.97\|-2.77\|6.13\|6.15\|5.92\|62578;2026-04-03\|5.76\|-3.52\|5.97\|5.97\|5.74\|74190;2026-04-07\|5.98\|3.82\|5.76\|6.03\|5.76\|67871;2026-04-08\|6.12\|2.34\|6.08\|6.14\|6.05\|48606;2026-04-09\|6.04\|-1.31\|6.15\|6.20\|6.04\|51146;2026-04-10\|6.10\|0.99\|6.13\|6.15\|6.04\|46065;2026-04-13\|6.10\|0.00\|6.13\|6.13\|6.00\|40054;2026-04-14\|6.06\|-0.66\|6.12\|6.13\|5.95\|66961;2026-04-15\|6.67\|10.07\|6.10\|6.67\|6.07\|202680;2026-04-16\|7.11\|6.60\|6.70\|7.20\|6.61\|555764;2026-04-17\|7.01\|-1.41\|7.16\|7.16\|6.84\|382181;2026-04-20\|7.12\|1.57\|7.08\|7.29\|6.98\|184669;2026-04-21\|7.15\|0.42\|7.16\|7.20\|7.00\|160209;2026-04-22\|6.97\|-2.52\|7.07\|7.09\|6.83\|247179;2026-04-23\|6.91\|-0.86\|6.98\|7.02\|6.79\|172814;2026-04-24\|7.09\|2.60\|6.91\|7.32\|6.89\|212232;2026-04-27\|7.49\|5.64\|7.05\|7.70\|7.05\|368097;2026-04-28\|7.59\|1.34\|7.45\|7.84\|7.38\|343550;2026-04-29\|7.89\|3.95\|7.55\|7.95\|7.53\|371797;2026-04-30\|7.93\|0.51\|7.97\|8.17\|7.88\|271459;2026-05-06\|8.15\|2.77\|7.93\|8.20\|7.85\|206375;2026-05-07\|7.67\|-5.89\|8.09\|8.10\|7.42\|365958;2026-05-08\|8.44\|10.04\|7.62\|8.44\|7.58\|261718;2026-05-11\|8.48\|0.47\|8.59\|8.77\|8.38\|406491;2026-05-12\|8.34\|-1.65\|8.55\|8.71\|8.31\|212957;2026-05-13\|8.28\|-0.72\|8.34\|8.43\|8.23\|160234;2026-05-14\|8.26\|-0.24\|8.31\|8.49\|8.12\|193172;2026-05-15\|8.28\|0.24\|8.26\|8.35\|8.06\|155630;2026-05-18\|8.31\|0.36\|8.28\|8.46\|8.04\|178234;2026-05-19\|8.14\|-2.05\|8.31\|8.34\|8.07\|119789;2026-05-20\|8.32\|2.21\|8.07\|8.39\|8.03\|174404;2026-05-21\|8.19\|-1.56\|8.28\|8.67\|8.14\|178962;2026-05-22\|8.30\|1.34\|8.19\|8.40\|8.08\|132119;2026-05-25\|8.26\|-0.48\|8.41\|8.61\|8.26\|173846;2026-05-26\|8.30\|0.48\|8.28\|8.48\|8.05\|169236;2026-05-27\|7.47\|-10.00\|8.31\|8.52\|7.47\|276383;2026-05-28\|6.72\|-10.04\|7.00\|7.49\|6.72\|586773;2026-05-29\|6.19\|-7.89\|6.60\|6.71\|6.14\|412239;2026-06-01\|6.50\|5.01\|6.21\|6.73\|6.21\|334953;2026-06-02\|6.55\|0.77\|6.42\|6.63\|6.33\|241220;2026-06-03\|6.29\|-3.97\|6.52\|6.62\|6.20\|174306;2026-06-04\|6.21\|-1.27\|6.25\|6.42\|6.11\|115974;2026-06-05\|6.24\|0.48\|6.21\|6.32\|6.05\|131410;2026-06-08\|6.50\|4.17\|6.15\|6.86\|6.12\|469804;2026-06-09\|6.16\|-5.23\|6.72\|6.72\|6.06\|330950;2026-06-10\|6.07\|-1.46\|6.09\|6.27\|6.00\|160257;2026-06-11\|6.20\|2.14\|6.01\|6.26\|6.00\|145339;2026-06-12\|6.30\|1.61\|6.31\|6.82\|6.28\|449883;2026-06-15\|6.12\|-2.86\|6.37\|6.37\|6.00\|301958;2026-06-16\|5.96\|-2.61\|6.07\|6.12\|5.86\|184733;2026-06-17\|5.79\|-2.85\|5.88\|5.93\|5.77\|129317;2026-06-18\|5.95\|2.76\|5.80\|5.96\|5.70\|165358;2026-06-22\|5.63\|-5.38\|5.91\|5.91\|5.44\|202401;2026-06-23\|5.73\|1.78\|5.63\|5.92\|5.57\|117838;2026-06-24\|5.54\|-3.32\|5.72\|5.76\|5.37\|137846;2026-06-25\|5.29\|-4.51\|5.60\|5.60\|5.22\|135728;2026-06-26\|5.12\|-3.21\|5.26\|5.29\|5.07\|119893;2026-06-29\|4.99\|-2.54\|5.11\|5.15\|4.91\|164292;2026-06-30\|4.99\|0.00\|5.01\|5.13\|4.90\|105015;2026-07-01\|5.05\|1.20\|5.03\|5.11\|4.88\|125713;2026-07-02\|5.56\|10.10\|5.06\|5.56\|5.03\|133504;2026-07-03\|5.68\|2.16\|5.52\|5.93\|5.37\|358585;2026-07-06\|5.44\|-4.23\|5.66\|5.79\|5.42\|187687;2026-07-07\|5.30\|-2.57\|5.60\|5.69\|5.26\|151384;2026-07-08\|5.34\|0.75\|5.28\|5.37\|5.21\|89923;2026-07-09\|5.33\|-0.19\|5.28\|5.44\|5.14\|114642;2026-07-10\|5.17\|-3.00\|5.29\|5.34\|5.15\|117236;2026-07-13\|4.95\|-4.26\|5.11\|5.17\|4.95\|62949
113076	国务院印发《城市更新“十五五”规划》	会展+京津冀地产+北京国资+亏损收窄 1、据2026年5月29日互动易，公司负责2026第十九届北京国际汽车展览会首都国际会展中心的场馆运营和综合服务保障，展现大型会展服务能力。 2、公司主营业务为会展含酒店及商业物业、房地产开发。据2025年年报及2026年一季报，公司会展及配套设施服务持续贡献稳定收入；据公司公开信息，公司最终控制人为北京市人民政府国有资产监督管理委员会，具备北京国资背景。 3、据2026年4月30日公告，2026年一季度公司营收12.82亿元，同比增长7.26%；归母净利润-1.51亿元，亏损同比大幅收窄48.83%。	公司为北京国资委旗下公司，主营房地产，一季度业绩同比减亏	2026-03-03\|1.83\|-2.14\|1.87\|1.89\|1.82\|355552;2026-03-04\|1.80\|-1.64\|1.82\|1.83\|1.78\|312250;2026-03-05\|1.84\|2.22\|1.82\|1.85\|1.80\|303798;2026-03-06\|1.89\|2.72\|1.83\|1.89\|1.82\|340394;2026-03-09\|1.86\|-1.59\|1.88\|1.88\|1.84\|281470;2026-03-10\|1.86\|0.00\|1.87\|1.88\|1.85\|225333;2026-03-11\|1.85\|-0.54\|1.86\|1.86\|1.83\|280442;2026-03-12\|1.87\|1.08\|1.84\|1.90\|1.84\|361242;2026-03-13\|1.88\|0.53\|1.86\|1.92\|1.86\|411858;2026-03-16\|1.88\|0.00\|1.88\|1.93\|1.87\|337876;2026-03-17\|1.92\|2.13\|1.89\|1.97\|1.89\|526615;2026-03-18\|1.87\|-2.60\|1.91\|1.92\|1.85\|458910;2026-03-19\|1.81\|-3.21\|1.85\|1.88\|1.80\|390276;2026-03-20\|1.76\|-2.76\|1.81\|1.83\|1.75\|374365;2026-03-23\|1.68\|-4.55\|1.75\|1.75\|1.65\|538259;2026-03-24\|1.72\|2.38\|1.70\|1.73\|1.65\|382251;2026-03-25\|1.82\|5.81\|1.73\|1.83\|1.71\|512427;2026-03-26\|1.77\|-2.75\|1.81\|1.84\|1.76\|309684;2026-03-27\|1.77\|0.00\|1.76\|1.78\|1.74\|353967;2026-03-30\|1.79\|1.13\|1.76\|1.80\|1.72\|412171;2026-03-31\|1.77\|-1.12\|1.78\|1.85\|1.76\|382852;2026-04-01\|1.76\|-0.56\|1.79\|1.81\|1.74\|329726;2026-04-02\|1.71\|-2.84\|1.75\|1.76\|1.70\|327289;2026-04-03\|1.66\|-2.92\|1.71\|1.72\|1.66\|252018;2026-04-07\|1.72\|3.61\|1.67\|1.72\|1.66\|217748;2026-04-08\|1.75\|1.74\|1.74\|1.76\|1.71\|343186;2026-04-09\|1.73\|-1.14\|1.74\|1.76\|1.69\|356141;2026-04-10\|1.78\|2.89\|1.73\|1.80\|1.73\|490542;2026-04-13\|1.88\|5.62\|1.77\|1.96\|1.76\|1598474;2026-04-14\|2.07\|10.11\|1.91\|2.07\|1.88\|1578272;2026-04-15\|1.98\|-4.35\|2.28\|2.28\|1.98\|3413869;2026-04-16\|1.94\|-2.02\|1.91\|2.00\|1.89\|2142444;2026-04-17\|1.90\|-2.06\|1.88\|1.97\|1.88\|1362854;2026-04-20\|1.87\|-1.58\|1.89\|1.95\|1.85\|1004626;2026-04-21\|1.82\|-2.67\|1.87\|1.89\|1.80\|904847;2026-04-22\|1.79\|-1.65\|1.80\|1.82\|1.78\|514748;2026-04-23\|1.77\|-1.12\|1.79\|1.80\|1.75\|554081;2026-04-24\|1.74\|-1.69\|1.78\|1.78\|1.72\|537863;2026-04-27\|1.74\|0.00\|1.74\|1.74\|1.70\|405884;2026-04-28\|1.72\|-1.15\|1.73\|1.75\|1.71\|477013;2026-04-29\|1.82\|5.81\|1.72\|1.85\|1.71\|847795;2026-04-30\|2.00\|9.89\|1.81\|2.00\|1.81\|1241998;2026-05-06\|1.99\|-0.50\|1.98\|2.02\|1.93\|1172144;2026-05-07\|2.01\|1.00\|2.00\|2.04\|1.99\|922746;2026-05-08\|2.06\|2.49\|2.03\|2.12\|2.02\|789755;2026-05-11\|2.11\|2.43\|2.07\|2.14\|2.06\|842043;2026-05-12\|2.11\|0.00\|2.14\|2.14\|2.06\|633581;2026-05-13\|2.05\|-2.84\|2.10\|2.13\|2.04\|700985;2026-05-14\|1.98\|-3.41\|2.08\|2.09\|1.97\|550271;2026-05-15\|1.96\|-1.01\|1.98\|1.99\|1.92\|646217;2026-05-18\|1.93\|-1.53\|1.95\|1.95\|1.87\|556376;2026-05-19\|1.95\|1.04\|1.93\|1.97\|1.90\|364058;2026-05-20\|1.86\|-4.62\|1.94\|1.95\|1.84\|495889;2026-05-21\|1.77\|-4.84\|1.87\|1.89\|1.76\|558685;2026-05-22\|1.82\|2.82\|1.78\|1.86\|1.76\|584839;2026-05-25\|1.96\|7.69\|1.83\|2.00\|1.83\|994128;2026-05-26\|1.94\|-1.02\|1.97\|2.02\|1.92\|691492;2026-05-27\|1.87\|-3.61\|1.95\|1.95\|1.85\|532502;2026-05-28\|2.06\|10.16\|1.85\|2.06\|1.84\|976484;2026-05-29\|2.11\|2.43\|1.99\|2.16\|1.99\|1919560;2026-06-01\|2.07\|-1.90\|2.04\|2.09\|1.97\|1193338;2026-06-02\|2.07\|0.00\|2.06\|2.15\|2.03\|918084;2026-06-03\|2.08\|0.48\|2.07\|2.10\|2.00\|926178;2026-06-04\|2.00\|-3.85\|2.06\|2.10\|1.98\|770569;2026-06-05\|2.02\|1.00\|2.02\|2.15\|2.00\|961585;2026-06-08\|2.22\|9.90\|1.98\|2.22\|1.97\|1164993;2026-06-09\|2.09\|-5.86\|2.27\|2.34\|2.07\|1997379;2026-06-10\|1.98\|-5.26\|2.06\|2.08\|1.93\|1426618;2026-06-11\|1.92\|-3.03\|1.94\|1.98\|1.88\|870577;2026-06-12\|1.90\|-1.04\|1.91\|1.93\|1.81\|859008;2026-06-15\|1.88\|-1.05\|1.88\|1.95\|1.86\|604095;2026-06-16\|1.85\|-1.60\|1.89\|1.89\|1.82\|595613;2026-06-17\|1.80\|-2.70\|1.84\|1.85\|1.77\|777886;2026-06-18\|1.76\|-2.22\|1.79\|1.79\|1.73\|509415;2026-06-22\|1.75\|-0.57\|1.75\|1.76\|1.70\|620776;2026-06-23\|1.79\|2.29\|1.74\|1.81\|1.73\|634718;2026-06-24\|1.71\|-4.47\|1.79\|1.80\|1.68\|700824;2026-06-25\|1.71\|0.00\|1.70\|1.71\|1.67\|384769;2026-06-26\|1.66\|-2.92\|1.70\|1.71\|1.66\|386487;2026-06-29\|1.64\|-1.20\|1.65\|1.66\|1.58\|382557;2026-06-30\|1.60\|-2.44\|1.63\|1.64\|1.59\|354030;2026-07-01\|1.66\|3.75\|1.59\|1.68\|1.57\|404382;2026-07-02\|1.64\|-1.20\|1.65\|1.71\|1.63\|322008;2026-07-03\|1.65\|0.61\|1.66\|1.67\|1.62\|247191;2026-07-06\|1.65\|0.00\|1.65\|1.67\|1.63\|218179;2026-07-07\|1.60\|-3.03\|1.65\|1.65\|1.59\|204918;2026-07-08\|1.61\|0.62\|1.60\|1.62\|1.58\|189425;2026-07-09\|1.60\|-0.62\|1.60\|1.63\|1.59\|203252;2026-07-10\|1.65\|3.13\|1.60\|1.68\|1.58\|392798;2026-07-13\|1.60\|-3.03\|1.64\|1.65\|1.59\|186615
113075	国务院印发《城市更新“十五五”规划》	房地产+长三角+城市更新行业原因： 1、据第一财经，一线城市的二手房市场正走出独立行情。在刚过去的1月份，北京二手房网签量超过1.5万套，已连续三个月稳定在1.4万套以上；上海二手房连续三个月成交超2.2万套；深圳二手房共计录得6802套，创近10个月新高。 2、东方证券2月4日研报指出，房企“三道红线”约束淡出，融资环境边际改善。公司原因： 1、据2025年8月30日半年度报告，公司2025年经营计划明确持续深耕长三角城市群，重点布局杭州、宁波，积极增加优质土储并加快现房库存去化。 2、据2025年2月5日互动易，公司高度关注城市更新，拟通过政府合作参与集居住、商业、文化于一体的综合性项目，改善居住条件并提升城市形象。 3、据2025年4月29日年报，公司主营商品住宅开发与销售，具有一级资质，产品聚焦浙江省内核心城市的中高档精装修住宅，并适度持有核心商业物业。	浙江优质地产商，宁波唯一一家纯房地产类上市公司	2026-03-03\|2.07\|-2.82\|2.14\|2.17\|2.06\|285546;2026-03-04\|2.06\|-0.48\|2.05\|2.09\|2.03\|218839;2026-03-05\|2.06\|0.00\|2.08\|2.09\|2.02\|246777;2026-03-06\|2.11\|2.43\|2.06\|2.11\|2.04\|219943;2026-03-09\|2.06\|-2.37\|2.10\|2.14\|2.03\|354811;2026-03-10\|2.08\|0.97\|2.07\|2.10\|2.06\|241612;2026-03-11\|2.07\|-0.48\|2.08\|2.09\|2.04\|224477;2026-03-12\|2.07\|0.00\|2.07\|2.10\|2.05\|231453;2026-03-13\|2.06\|-0.48\|2.07\|2.11\|2.05\|264811;2026-03-16\|2.08\|0.97\|2.05\|2.13\|2.05\|232825;2026-03-17\|2.13\|2.40\|2.09\|2.22\|2.08\|385831;2026-03-18\|2.08\|-2.35\|2.13\|2.14\|2.05\|317064;2026-03-19\|2.04\|-1.92\|2.07\|2.09\|2.02\|203776;2026-03-20\|2.01\|-1.47\|2.04\|2.06\|1.99\|264828;2026-03-23\|1.88\|-6.47\|1.98\|1.99\|1.86\|394971;2026-03-24\|1.95\|3.72\|1.92\|1.96\|1.88\|272310;2026-03-25\|1.99\|2.05\|1.96\|2.02\|1.93\|327106;2026-03-26\|1.97\|-1.00\|1.99\|2.03\|1.96\|196201;2026-03-27\|1.99\|1.02\|1.96\|2.00\|1.95\|201757;2026-03-30\|1.98\|-0.50\|1.97\|2.00\|1.92\|210234;2026-03-31\|1.95\|-1.52\|1.99\|2.04\|1.95\|234665;2026-04-01\|1.93\|-1.03\|1.98\|1.99\|1.90\|321187;2026-04-02\|1.93\|0.00\|1.93\|1.94\|1.90\|204363;2026-04-03\|1.87\|-3.11\|1.92\|1.93\|1.85\|216290;2026-04-07\|1.91\|2.14\|1.87\|1.91\|1.85\|170335;2026-04-08\|1.96\|2.62\|1.94\|1.97\|1.90\|230451;2026-04-09\|1.91\|-2.55\|1.95\|1.97\|1.90\|152562;2026-04-10\|1.92\|0.52\|1.93\|1.97\|1.91\|172598;2026-04-13\|1.97\|2.60\|1.93\|2.00\|1.91\|223914;2026-04-14\|2.06\|4.57\|1.98\|2.12\|1.95\|403477;2026-04-15\|1.91\|-7.28\|2.06\|2.07\|1.90\|449097;2026-04-16\|1.93\|1.05\|1.91\|1.94\|1.89\|229482;2026-04-17\|1.93\|0.00\|1.94\|1.96\|1.90\|209278;2026-04-20\|1.90\|-1.55\|1.92\|1.93\|1.89\|201653;2026-04-21\|1.89\|-0.53\|1.90\|1.92\|1.87\|161291;2026-04-22\|1.88\|-0.53\|1.89\|1.90\|1.87\|133442;2026-04-23\|1.87\|-0.53\|1.89\|1.89\|1.84\|177817;2026-04-24\|1.84\|-1.60\|1.87\|1.87\|1.82\|142563;2026-04-27\|1.86\|1.09\|1.84\|1.86\|1.80\|190402;2026-04-28\|1.89\|1.61\|1.84\|1.91\|1.84\|230159;2026-04-29\|2.00\|5.82\|1.89\|2.02\|1.88\|363829;2026-04-30\|2.02\|1.00\|1.99\|2.03\|1.92\|382469;2026-05-06\|2.08\|2.97\|2.03\|2.10\|2.02\|352809;2026-05-07\|2.02\|-2.88\|2.08\|2.08\|2.01\|253617;2026-05-08\|2.06\|1.98\|2.03\|2.08\|2.00\|318128;2026-05-11\|2.08\|0.97\|2.06\|2.10\|2.04\|296105;2026-05-12\|2.08\|0.00\|2.09\|2.12\|2.04\|287802;2026-05-13\|2.07\|-0.48\|2.07\|2.09\|2.03\|264232;2026-05-14\|2.01\|-2.90\|2.07\|2.08\|2.00\|199040;2026-05-15\|1.98\|-1.49\|2.01\|2.02\|1.97\|175768;2026-05-18\|1.98\|0.00\|1.97\|1.98\|1.93\|294968;2026-05-19\|1.98\|0.00\|1.98\|2.00\|1.94\|203148;2026-05-20\|1.94\|-2.02\|1.97\|1.98\|1.92\|178978;2026-05-21\|1.84\|-5.15\|1.94\|1.96\|1.84\|235621;2026-05-22\|1.89\|2.72\|1.87\|1.90\|1.83\|200108;2026-05-25\|1.90\|0.53\|1.91\|1.94\|1.88\|249076;2026-05-26\|1.87\|-1.58\|1.90\|1.91\|1.84\|193817;2026-05-27\|1.82\|-2.67\|1.86\|1.88\|1.80\|187296;2026-05-28\|1.87\|2.75\|1.82\|1.89\|1.81\|278987;2026-05-29\|1.88\|0.53\|1.89\|1.98\|1.86\|325167;2026-06-01\|1.95\|3.72\|1.88\|1.96\|1.83\|282667;2026-06-02\|1.92\|-1.54\|1.94\|1.96\|1.89\|224607;2026-06-03\|1.87\|-2.60\|1.92\|1.93\|1.84\|221830;2026-06-04\|1.93\|3.21\|1.87\|2.06\|1.86\|690757;2026-06-05\|2.12\|9.84\|1.93\|2.12\|1.92\|549312;2026-06-08\|2.33\|9.91\|2.12\|2.33\|2.12\|592702;2026-06-09\|2.10\|-9.87\|2.49\|2.51\|2.10\|1256838;2026-06-10\|1.97\|-6.19\|2.03\|2.07\|1.89\|1305317;2026-06-11\|1.91\|-3.05\|1.94\|2.06\|1.89\|868675;2026-06-12\|1.90\|-0.52\|1.91\|1.94\|1.80\|792464;2026-06-15\|1.94\|2.11\|1.90\|2.00\|1.90\|605362;2026-06-16\|1.98\|2.06\|1.93\|2.02\|1.92\|533268;2026-06-17\|1.89\|-4.55\|1.99\|2.01\|1.87\|463973;2026-06-18\|1.80\|-4.76\|1.88\|1.89\|1.76\|654153;2026-06-22\|1.78\|-1.11\|1.79\|1.79\|1.69\|469375;2026-06-23\|1.81\|1.69\|1.76\|1.83\|1.75\|448787;2026-06-24\|1.76\|-2.76\|1.80\|1.81\|1.73\|390401;2026-06-25\|1.71\|-2.84\|1.76\|1.76\|1.69\|292538;2026-06-26\|1.68\|-1.75\|1.70\|1.73\|1.67\|285010;2026-06-29\|1.65\|-1.79\|1.67\|1.68\|1.60\|266075;2026-06-30\|1.66\|0.61\|1.64\|1.67\|1.62\|213662;2026-07-01\|1.69\|1.81\|1.66\|1.73\|1.63\|267612;2026-07-02\|1.68\|-0.59\|1.69\|1.74\|1.66\|253187;2026-07-03\|1.69\|0.60\|1.68\|1.71\|1.66\|215364;2026-07-06\|1.72\|1.78\|1.70\|1.75\|1.69\|270567;2026-07-07\|1.67\|-2.91\|1.72\|1.73\|1.65\|230296;2026-07-08\|1.67\|0.00\|1.67\|1.69\|1.64\|237264;2026-07-09\|1.71\|2.40\|1.67\|1.73\|1.66\|258666;2026-07-10\|1.76\|2.92\|1.71\|1.80\|1.68\|358102;2026-07-13\|1.71\|-2.84\|1.74\|1.78\|1.69\|190264
113074	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	覆铜板+定增扩产+全产业链行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月13日投资者关系活动记录表，公司目前覆铜板和电子玻纤布均处于满产满销状态，订单情况良好，行业整体趋势向好；据2026年6月11日公告，公司澄清未与英伟达、华为有过接触，未发现在AI服务器及算力领域的应用，高频高速覆铜板尚在研发及客户送样阶段，尚未形成收入。 2、据2026年4月1日募集说明书及2026年5月13日调研记录，公司拟向特定对象发行股票，用于年产4000万平方米高等级覆铜板项目，重点布局高频高速等高等级覆铜板产品；宁国新增1600万张产能预计2026年下半年投产。 3、据2025年年度报告，公司深耕覆铜板行业，行业排名稳居国内主流阵营，具有产业链优势，业务覆盖电子级玻纤布生产及覆铜板销售，已实现“玻纤布-覆铜板”产业链覆盖。	国内覆铜板龙头，同时生产电子级玻纤布	2026-03-03\|26.96\|-1.14\|29.00\|29.45\|26.81\|516020;2026-03-04\|27.09\|0.48\|25.85\|28.12\|25.85\|342961;2026-03-05\|26.55\|-1.99\|27.66\|28.00\|26.23\|346848;2026-03-06\|26.00\|-2.07\|26.60\|27.10\|25.70\|232642;2026-03-09\|25.34\|-2.54\|25.27\|25.50\|23.81\|281232;2026-03-10\|27.87\|9.98\|26.13\|27.87\|26.00\|161749;2026-03-11\|28.60\|2.62\|28.91\|30.30\|28.40\|619111;2026-03-12\|27.89\|-2.48\|28.73\|30.20\|27.64\|426973;2026-03-13\|29.05\|4.16\|27.59\|29.98\|27.59\|466597;2026-03-16\|31.96\|10.02\|29.20\|31.96\|28.16\|497895;2026-03-17\|32.42\|1.44\|32.86\|32.98\|30.11\|658221;2026-03-18\|34.80\|7.34\|31.82\|35.00\|31.50\|762698;2026-03-19\|33.60\|-3.45\|33.00\|34.34\|32.32\|513078;2026-03-20\|31.30\|-6.85\|34.00\|34.48\|31.20\|531035;2026-03-23\|28.17\|-10.00\|30.04\|30.70\|28.17\|491311;2026-03-24\|30.99\|10.01\|28.51\|30.99\|27.88\|507037;2026-03-25\|31.40\|1.32\|31.26\|32.99\|30.71\|482764;2026-03-26\|31.87\|1.50\|31.25\|32.45\|31.04\|347119;2026-03-27\|31.26\|-1.91\|30.61\|31.80\|30.20\|277682;2026-03-30\|32.21\|3.04\|30.36\|33.15\|30.36\|380774;2026-03-31\|30.15\|-6.40\|32.00\|32.55\|29.93\|402877;2026-04-01\|31.43\|4.25\|31.61\|33.17\|30.80\|541238;2026-04-02\|29.03\|-7.64\|30.00\|30.85\|29.00\|466050;2026-04-03\|29.25\|0.76\|29.16\|29.59\|27.88\|376982;2026-04-07\|31.81\|8.75\|30.04\|32.18\|29.58\|534592;2026-04-08\|33.81\|6.29\|32.39\|34.20\|31.99\|505830;2026-04-09\|37.19\|10.00\|33.85\|37.19\|33.72\|629186;2026-04-10\|35.93\|-3.39\|38.11\|38.88\|35.47\|777248;2026-04-13\|36.60\|1.86\|36.01\|37.58\|36.01\|462531;2026-04-14\|38.79\|5.98\|37.00\|39.48\|36.23\|600158;2026-04-15\|37.47\|-3.40\|38.36\|39.79\|37.26\|490655;2026-04-16\|38.74\|3.39\|37.06\|39.20\|36.43\|404814;2026-04-17\|38.90\|0.41\|38.72\|39.92\|38.15\|439215;2026-04-20\|39.57\|1.72\|39.45\|39.98\|38.69\|379841;2026-04-21\|41.88\|5.84\|38.80\|42.00\|38.38\|483487;2026-04-22\|46.07\|10.00\|41.65\|46.07\|41.00\|439101;2026-04-23\|43.25\|-6.12\|46.93\|47.37\|42.01\|605856;2026-04-24\|41.33\|-4.44\|42.51\|43.18\|40.67\|405809;2026-04-27\|44.10\|6.70\|42.38\|45.18\|41.66\|424812;2026-04-28\|46.28\|4.94\|45.00\|48.51\|44.34\|805141;2026-04-29\|45.34\|-2.03\|45.35\|48.26\|45.00\|679055;2026-04-30\|44.90\|-0.97\|45.82\|47.40\|44.01\|462613;2026-05-06\|46.56\|3.70\|45.58\|47.75\|43.50\|628663;2026-05-07\|49.51\|6.34\|46.99\|50.22\|45.82\|521546;2026-05-08\|47.93\|-3.19\|49.02\|49.82\|47.28\|458775;2026-05-11\|48.50\|1.19\|47.99\|49.35\|46.67\|418904;2026-05-12\|46.53\|-4.06\|47.50\|48.00\|45.29\|377127;2026-05-13\|46.61\|0.17\|45.01\|48.00\|44.79\|364608;2026-05-14\|45.29\|-2.83\|46.70\|47.59\|45.00\|320591;2026-05-15\|42.90\|-5.28\|45.00\|45.68\|42.01\|341615;2026-05-18\|43.77\|2.03\|42.69\|43.91\|42.08\|249734;2026-05-19\|44.08\|0.71\|43.02\|44.50\|41.80\|276265;2026-05-20\|44.75\|1.52\|43.87\|44.80\|42.81\|289499;2026-05-21\|42.68\|-4.63\|45.31\|46.45\|42.59\|399095;2026-05-22\|46.27\|8.41\|43.00\|46.90\|43.00\|492933;2026-05-25\|45.61\|-1.43\|45.90\|47.57\|45.38\|433128;2026-05-26\|47.55\|4.25\|44.69\|47.55\|42.89\|540448;2026-05-27\|48.76\|2.54\|47.08\|50.68\|46.08\|574761;2026-05-28\|53.50\|9.99\|47.40\|53.50\|47.34\|673366;2026-05-29\|53.51\|0.02\|55.00\|56.80\|53.02\|706168;2026-06-01\|49.87\|-6.80\|53.00\|53.51\|48.17\|573757;2026-06-02\|50.63\|1.52\|49.59\|51.31\|46.80\|512995;2026-06-03\|51.73\|2.17\|50.48\|53.28\|50.00\|560085;2026-06-04\|54.00\|4.39\|50.00\|54.37\|49.38\|546875;2026-06-05\|58.16\|7.70\|53.99\|59.40\|52.80\|887279;2026-06-08\|63.98\|10.01\|58.07\|63.98\|57.09\|401265;2026-06-09\|70.38\|10.00\|70.38\|70.38\|68.40\|143509;2026-06-10\|77.42\|10.00\|76.00\|77.42\|74.46\|384210;2026-06-11\|84.80\|9.53\|77.44\|85.16\|77.44\|917360;2026-06-12\|89.88\|5.99\|89.99\|93.28\|86.92\|843772;2026-06-15\|97.34\|8.30\|90.92\|98.00\|90.16\|618705;2026-06-16\|101.49\|4.26\|94.91\|102.90\|94.50\|601335;2026-06-17\|95.71\|-5.70\|100.00\|102.78\|92.05\|515914;2026-06-18\|104.41\|9.09\|94.54\|105.28\|93.31\|406998;2026-06-22\|114.22\|9.40\|108.73\|114.85\|105.00\|295433;2026-06-23\|108.64\|-4.89\|111.21\|111.83\|102.80\|314399;2026-06-24\|115.81\|6.60\|108.65\|118.31\|106.95\|261197;2026-06-25\|112.99\|-2.44\|116.00\|120.00\|112.00\|333482;2026-06-26\|112.13\|-0.76\|111.20\|116.00\|106.00\|272793;2026-06-29\|114.95\|2.51\|113.93\|117.55\|101.03\|333941;2026-06-30\|119.97\|4.37\|113.71\|121.83\|110.10\|288389;2026-07-01\|111.36\|-7.18\|121.90\|124.38\|108.50\|383105;2026-07-02\|111.58\|0.20\|107.10\|117.18\|105.09\|467886;2026-07-03\|106.95\|-4.15\|109.60\|118.60\|106.95\|555295;2026-07-06\|96.79\|-9.50\|110.00\|116.16\|96.26\|667640;2026-07-07\|100.03\|3.35\|97.50\|104.00\|95.13\|523001;2026-07-08\|93.71\|-6.32\|100.07\|101.80\|92.41\|404759;2026-07-09\|99.56\|6.24\|97.92\|101.00\|93.83\|374156;2026-07-10\|96.64\|-2.93\|100.57\|109.51\|96.20\|427562;2026-07-13\|86.98\|-10.00\|95.67\|97.53\|86.98\|275021
113073		AIDC供电+储能+国资入主 1、据中国基金报6月4日报道，易事特今日尾盘涨停的主要原因为海外很火的其中神秘交易员“白发魔女”Serenity在社交媒体上公布了一份有前景的“800V DC”概念股名单，包括易事特。收盘之后，Serenity发文澄清，这只是一个聊天群集思广益的一份名单。 2、据2026年6月4日官微，易事特在“800V直流供电技术专场论坛”发表主题演讲，正式发布“源网荷储一体化AIDC低碳供电新架构” ，为AI算力时代的高效低碳供电提供了清晰的易事特方案。 3、据2026年4月29日年报及2026年5月11日互动易，荆江实业受让公司股份事项已于2026年3月30日完成过户登记，荆州市国资委为公司实际控制人，公司成为湖北荆州国资旗下企业。	公司聚焦算力数据中心领域，推出液冷微模块系列产品，核心电源产品中标中国移动、中国电信、中国联通集采项目，并成功交付算力数据中心项目	2026-03-03\|6.89\|-6.00\|7.31\|7.34\|6.89\|422238;2026-03-04\|7.11\|3.19\|6.88\|7.31\|6.82\|384146;2026-03-05\|7.27\|2.25\|7.20\|7.38\|7.20\|455621;2026-03-06\|7.65\|5.23\|7.25\|7.80\|7.25\|732269;2026-03-09\|8.09\|5.75\|7.48\|8.24\|7.37\|1162763;2026-03-10\|7.91\|-2.23\|8.01\|8.11\|7.83\|805529;2026-03-11\|7.95\|0.51\|7.94\|8.04\|7.84\|496989;2026-03-12\|7.65\|-3.77\|7.87\|7.90\|7.61\|603148;2026-03-13\|7.49\|-2.09\|7.61\|7.73\|7.45\|379378;2026-03-16\|7.22\|-3.60\|7.41\|7.44\|7.14\|443213;2026-03-17\|7.12\|-1.39\|7.26\|7.32\|7.09\|247749;2026-03-18\|7.27\|2.11\|7.14\|7.28\|7.10\|248772;2026-03-19\|7.05\|-3.03\|7.20\|7.20\|7.02\|273768;2026-03-20\|7.03\|-0.28\|7.05\|7.23\|7.03\|252384;2026-03-23\|6.48\|-7.82\|6.89\|6.89\|6.41\|472403;2026-03-24\|6.67\|2.93\|6.69\|6.72\|6.48\|272130;2026-03-25\|6.75\|1.20\|6.71\|6.86\|6.71\|224539;2026-03-26\|6.48\|-4.00\|6.72\|6.74\|6.45\|267980;2026-03-27\|6.39\|-1.39\|6.33\|6.48\|6.29\|256273;2026-03-30\|6.13\|-4.07\|6.29\|6.36\|6.06\|404269;2026-03-31\|6.23\|1.63\|6.15\|6.41\|6.15\|311790;2026-04-01\|6.45\|3.53\|6.48\|6.86\|6.42\|427537;2026-04-02\|6.22\|-3.57\|6.43\|6.49\|6.20\|266055;2026-04-03\|6.17\|-0.80\|6.22\|6.29\|6.11\|154778;2026-04-07\|6.13\|-0.65\|6.22\|6.29\|6.10\|204987;2026-04-08\|6.40\|4.40\|6.30\|6.42\|6.25\|356974;2026-04-09\|6.18\|-3.44\|6.33\|6.33\|6.11\|293639;2026-04-10\|6.19\|0.16\|6.21\|6.30\|6.18\|243768;2026-04-13\|6.06\|-2.10\|6.18\|6.21\|6.02\|345118;2026-04-14\|6.17\|1.82\|6.10\|6.20\|6.04\|278927;2026-04-15\|6.16\|-0.16\|6.24\|6.36\|6.13\|306104;2026-04-16\|6.27\|1.79\|6.17\|6.27\|6.09\|240917;2026-04-17\|6.43\|2.55\|6.24\|6.49\|6.22\|359880;2026-04-20\|6.42\|-0.16\|6.43\|6.48\|6.36\|248948;2026-04-21\|6.28\|-2.18\|6.41\|6.42\|6.24\|194811;2026-04-22\|6.40\|1.91\|6.28\|6.41\|6.26\|234665;2026-04-23\|6.20\|-3.12\|6.40\|6.41\|6.14\|256580;2026-04-24\|6.08\|-1.94\|6.16\|6.22\|6.04\|227720;2026-04-27\|6.13\|0.82\|6.05\|6.13\|5.81\|231001;2026-04-28\|6.00\|-2.12\|6.11\|6.11\|5.97\|183174;2026-04-29\|5.93\|-1.17\|5.88\|6.01\|5.80\|215108;2026-04-30\|5.82\|-1.85\|5.93\|5.99\|5.74\|300837;2026-05-06\|5.91\|1.55\|5.89\|5.96\|5.88\|249332;2026-05-07\|6.08\|2.88\|5.94\|6.10\|5.92\|281800;2026-05-08\|6.06\|-0.33\|6.07\|6.10\|5.96\|203696;2026-05-11\|6.12\|0.99\|6.07\|6.28\|6.07\|281146;2026-05-12\|6.00\|-1.96\|6.10\|6.11\|5.98\|232859;2026-05-13\|6.13\|2.17\|6.00\|6.18\|5.96\|286461;2026-05-14\|5.86\|-4.40\|6.18\|6.19\|5.85\|371792;2026-05-15\|5.94\|1.37\|5.87\|6.10\|5.73\|366375;2026-05-18\|5.96\|0.34\|5.88\|6.05\|5.80\|240665;2026-05-19\|6.09\|2.18\|5.99\|6.10\|5.91\|261047;2026-05-20\|5.93\|-2.63\|6.09\|6.20\|5.88\|279757;2026-05-21\|5.40\|-8.94\|5.76\|5.91\|5.40\|644123;2026-05-22\|5.37\|-0.56\|5.41\|5.47\|5.34\|272408;2026-05-25\|5.40\|0.56\|5.40\|5.57\|5.38\|208510;2026-05-26\|5.21\|-3.52\|5.42\|5.42\|5.13\|330299;2026-05-27\|5.29\|1.54\|5.22\|5.45\|5.11\|384224;2026-05-28\|5.42\|2.46\|5.30\|5.57\|5.25\|358063;2026-05-29\|5.13\|-5.35\|5.42\|5.53\|5.11\|319091;2026-06-01\|5.12\|-0.19\|5.10\|5.20\|4.98\|244069;2026-06-02\|5.15\|0.59\|5.14\|5.19\|5.00\|225235;2026-06-03\|5.05\|-1.94\|5.15\|5.18\|5.01\|252820;2026-06-04\|4.99\|-1.19\|4.98\|5.14\|4.95\|254363;2026-06-05\|4.95\|-0.80\|4.98\|5.03\|4.82\|268120;2026-06-08\|5.94\|20.00\|4.81\|5.94\|4.69\|752490;2026-06-09\|6.00\|1.01\|5.90\|6.24\|5.66\|1384586;2026-06-10\|6.27\|4.50\|5.94\|6.55\|5.73\|1461244;2026-06-11\|5.81\|-7.34\|6.05\|6.13\|5.79\|906137;2026-06-12\|6.18\|6.37\|5.75\|6.18\|5.60\|1026573;2026-06-15\|6.34\|2.59\|6.23\|6.54\|6.11\|1057399;2026-06-16\|6.48\|2.21\|6.28\|6.66\|6.23\|1141570;2026-06-17\|6.30\|-2.78\|6.32\|6.38\|6.20\|777248;2026-06-18\|6.04\|-4.13\|6.25\|6.32\|6.02\|604814;2026-06-22\|5.92\|-1.99\|5.94\|6.09\|5.77\|608463;2026-06-23\|5.74\|-3.04\|5.87\|5.96\|5.67\|496225;2026-06-24\|5.54\|-3.48\|5.80\|6.04\|5.50\|651342;2026-06-25\|5.16\|-6.86\|5.41\|5.49\|5.15\|633602;2026-06-26\|5.16\|0.00\|5.28\|5.56\|5.15\|524695;2026-06-29\|5.28\|2.33\|5.00\|5.43\|4.98\|486289;2026-06-30\|5.12\|-3.03\|5.21\|5.28\|5.06\|409373;2026-07-01\|5.11\|-0.20\|5.15\|5.23\|5.03\|427100;2026-07-02\|5.00\|-2.15\|5.02\|5.16\|4.98\|351392;2026-07-03\|5.11\|2.20\|5.05\|5.16\|5.02\|270102;2026-07-06\|5.07\|-0.78\|5.11\|5.20\|5.04\|278784;2026-07-07\|5.38\|6.11\|5.09\|5.50\|5.01\|654236;2026-07-08\|5.17\|-3.90\|5.38\|5.38\|5.14\|393868;2026-07-09\|5.20\|0.58\|5.10\|5.36\|4.98\|483136;2026-07-10\|5.08\|-2.31\|5.09\|5.22\|5.02\|336156;2026-07-13\|4.96\|-2.36\|5.03\|5.10\|4.86\|228451
113072		AI算力+华为合作行业原因：继中国移动、中国联通之后，5月17日，中国电信正式推出系列试商用Token套餐。至此，国内三大基础电信运营商均已公布面向个人、家庭及政企市场的算力Token套餐价格，标志着通信服务与AI算力的融合进入规模化商用阶段。公司原因： 1、据2026年4月28日年报，公司发布易嘉云™DeepSeek训推一体机及算力调度平台，依托与华为及三大运营商合作，在南京、合肥、青岛、无锡等地参与AI智算中心建设及运营服务。 2、据2026年4月28日年报，2025年研发费用1.44亿元，重点布局AI+教育、影视、工业等场景，为政企客户提供本地部署专属平台。 3、据2026年4月28日年报，公司构建“建设+交付+运营+生态”全周期AI算力服务体系，在手订单充裕，支撑后续增长。	公司主营业务涉及IDC数据中心设备建设及运维服务	2026-03-03\|15.64\|-3.28\|16.24\|16.32\|15.63\|44589;2026-03-04\|15.59\|-0.32\|15.60\|15.73\|15.45\|26044;2026-03-05\|15.80\|1.35\|15.82\|15.98\|15.75\|22740;2026-03-06\|15.90\|0.63\|15.73\|15.94\|15.73\|19200;2026-03-09\|16.06\|1.01\|15.78\|16.07\|15.65\|29094;2026-03-10\|16.40\|2.12\|16.22\|16.44\|16.22\|35164;2026-03-11\|16.31\|-0.55\|16.38\|16.48\|16.31\|20849;2026-03-12\|16.21\|-0.61\|16.30\|16.49\|16.19\|23279;2026-03-13\|15.98\|-1.42\|16.14\|16.23\|15.96\|19164;2026-03-16\|16.27\|1.81\|15.99\|16.27\|15.90\|24017;2026-03-17\|15.98\|-1.78\|16.36\|16.36\|15.93\|20616;2026-03-18\|16.28\|1.88\|16.05\|16.32\|15.95\|27874;2026-03-19\|16.12\|-0.98\|16.13\|16.35\|16.05\|25470;2026-03-20\|15.62\|-3.10\|16.11\|16.21\|15.62\|35438;2026-03-23\|14.79\|-5.31\|15.44\|15.44\|14.73\|40110;2026-03-24\|15.39\|4.06\|15.08\|15.39\|14.84\|23457;2026-03-25\|15.60\|1.36\|15.48\|15.70\|15.47\|19536;2026-03-26\|15.31\|-1.86\|15.54\|15.71\|15.29\|16231;2026-03-27\|15.40\|0.59\|15.10\|15.46\|15.06\|13795;2026-03-30\|15.48\|0.52\|15.22\|15.49\|15.07\|14770;2026-03-31\|15.44\|-0.26\|15.53\|15.73\|15.40\|14591;2026-04-01\|15.57\|0.84\|15.65\|15.70\|15.47\|14649;2026-04-02\|15.31\|-1.67\|15.45\|15.64\|15.21\|13728;2026-04-03\|16.21\|5.88\|15.28\|16.68\|15.23\|88345;2026-04-07\|16.02\|-1.17\|15.85\|16.18\|15.75\|55062;2026-04-08\|16.23\|1.31\|16.20\|16.34\|16.07\|62133;2026-04-09\|16.14\|-0.55\|16.02\|16.17\|15.95\|34440;2026-04-10\|16.01\|-0.81\|16.21\|16.24\|16.00\|38753;2026-04-13\|15.79\|-1.37\|16.01\|16.01\|15.67\|28908;2026-04-14\|15.97\|1.14\|15.90\|16.17\|15.83\|23725;2026-04-15\|16.51\|3.38\|16.02\|16.73\|15.92\|81768;2026-04-16\|17.54\|6.24\|16.70\|18.16\|16.60\|189749;2026-04-17\|17.32\|-1.25\|17.22\|17.90\|17.20\|125824;2026-04-20\|17.14\|-1.04\|17.32\|17.51\|17.12\|73027;2026-04-21\|17.06\|-0.47\|17.24\|17.24\|16.73\|51438;2026-04-22\|17.03\|-0.18\|17.03\|17.07\|16.72\|45534;2026-04-23\|16.75\|-1.64\|17.07\|17.12\|16.62\|43151;2026-04-24\|16.78\|0.18\|16.63\|17.05\|16.29\|45089;2026-04-27\|16.82\|0.24\|16.83\|16.87\|16.48\|37604;2026-04-28\|16.88\|0.36\|16.55\|17.19\|16.55\|50717;2026-04-29\|16.72\|-0.95\|16.88\|17.08\|16.70\|45828;2026-04-30\|16.60\|-0.72\|16.72\|16.88\|16.57\|34400;2026-05-06\|17.22\|3.73\|16.80\|17.24\|16.70\|65921;2026-05-07\|17.36\|0.81\|17.45\|17.70\|17.09\|70355;2026-05-08\|17.44\|0.46\|17.37\|17.60\|17.13\|57866;2026-05-11\|17.56\|0.69\|17.49\|17.63\|17.34\|64087;2026-05-12\|17.48\|-0.46\|17.61\|17.96\|17.38\|56333;2026-05-13\|17.74\|1.49\|17.24\|17.80\|17.20\|61903;2026-05-14\|17.49\|-1.41\|17.74\|17.88\|17.49\|52951;2026-05-15\|17.38\|-0.63\|17.49\|17.86\|17.28\|55264;2026-05-18\|19.12\|10.01\|17.08\|19.12\|17.08\|135035;2026-05-19\|21.03\|9.99\|19.36\|21.03\|19.31\|164697;2026-05-20\|20.05\|-4.66\|21.80\|23.13\|19.95\|505704;2026-05-21\|20.28\|1.15\|19.47\|20.49\|19.47\|353574;2026-05-22\|19.04\|-6.11\|19.24\|19.39\|18.25\|279318;2026-05-25\|20.13\|5.72\|18.97\|20.58\|18.97\|334128;2026-05-26\|19.68\|-2.24\|19.56\|20.39\|19.31\|191309;2026-05-27\|18.54\|-5.79\|19.49\|19.68\|18.43\|154296;2026-05-28\|17.99\|-2.97\|18.75\|19.16\|17.66\|147778;2026-05-29\|16.92\|-5.95\|18.00\|18.29\|16.70\|151999;2026-06-01\|16.89\|-0.18\|16.57\|17.24\|16.49\|77326;2026-06-02\|16.29\|-3.55\|17.30\|17.35\|16.04\|88780;2026-06-03\|15.76\|-2.90\|16.08\|16.35\|15.59\|92842;2026-06-04\|15.13\|-4.00\|15.55\|15.68\|15.00\|64171;2026-06-05\|15.45\|2.12\|15.03\|15.73\|14.57\|99426;2026-06-08\|17.00\|10.03\|15.30\|17.00\|15.08\|61283;2026-06-09\|17.93\|5.47\|18.14\|18.29\|17.24\|262000;2026-06-10\|17.54\|-2.18\|17.75\|18.22\|17.42\|188385;2026-06-11\|17.81\|1.54\|17.77\|18.52\|17.46\|201496;2026-06-12\|18.30\|2.75\|17.71\|18.40\|17.71\|187960;2026-06-15\|18.33\|0.16\|18.00\|18.66\|18.00\|169057;2026-06-16\|18.51\|0.98\|18.13\|18.80\|17.72\|157161;2026-06-17\|18.12\|-2.11\|18.45\|19.34\|17.94\|171595;2026-06-18\|18.97\|4.69\|18.02\|19.13\|17.71\|201977;2026-06-22\|18.45\|-2.74\|18.70\|18.94\|17.98\|153922;2026-06-23\|17.78\|-3.63\|18.15\|18.16\|17.53\|117014;2026-06-24\|17.17\|-3.43\|17.70\|18.18\|16.88\|134063;2026-06-25\|17.95\|4.54\|17.27\|18.89\|17.10\|232613;2026-06-26\|16.40\|-8.64\|17.64\|17.64\|16.26\|170268;2026-06-29\|15.67\|-4.45\|16.50\|16.50\|15.50\|107476;2026-06-30\|15.93\|1.66\|15.76\|16.19\|15.56\|82782;2026-07-01\|15.80\|-0.82\|15.96\|16.27\|15.61\|80244;2026-07-02\|15.47\|-2.09\|15.66\|16.48\|15.39\|96144;2026-07-03\|15.58\|0.71\|15.35\|15.87\|15.30\|59767;2026-07-06\|14.81\|-4.94\|15.56\|15.59\|14.80\|67983;2026-07-07\|14.32\|-3.31\|14.81\|14.93\|14.23\|55484;2026-07-08\|14.07\|-1.75\|14.33\|14.41\|13.95\|48008;2026-07-09\|14.05\|-0.14\|13.95\|14.09\|13.34\|63658;2026-07-10\|14.11\|0.43\|13.98\|14.38\|13.88\|52880;2026-07-13\|13.52\|-4.18\|13.91\|14.11\|13.50\|29473
113071		覆铜板+AI算力+定增扩产行业原因： 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10日公告，公司拟向特定对象发行股票募集资金总额不超过12亿元，用于“年产1200万张高等级覆铜板项目”及补充流动资金，目前该事项正在积极推进中。 2、据2025年年报及2026年定增预案，公司主营覆铜板，明确将AI算力赛道纳入重点战略布局；高速覆铜板产品涵盖Very low-loss至Extreme low-loss等级，已在AI服务器主板、光模块等场景实现批量应用。 3、据2025年年报及2026年定增预案，公司是国内覆铜板行业前列厂商，全球市占率约2.9%，产品覆盖5G通信、AI服务器、汽车电子等领域。	公司已将AI算力赛道纳入五年战略重点，Extreme Low-loss等级覆铜板已批量供货AI服务器、交换机、数据中心等核心场景	2026-03-03\|79.78\|-1.87\|85.15\|88.15\|79.00\|176447;2026-03-04\|77.60\|-2.73\|77.63\|82.20\|76.51\|120169;2026-03-05\|75.03\|-3.31\|80.62\|80.80\|74.08\|115531;2026-03-06\|70.37\|-6.21\|74.50\|75.23\|69.85\|163573;2026-03-09\|65.86\|-6.41\|67.00\|67.43\|63.38\|144431;2026-03-10\|70.80\|7.50\|67.80\|71.99\|67.10\|154553;2026-03-11\|70.24\|-0.79\|70.80\|72.99\|69.42\|109283;2026-03-12\|69.04\|-1.71\|69.65\|71.70\|67.50\|81982;2026-03-13\|68.61\|-0.62\|69.04\|70.76\|67.69\|96719;2026-03-16\|69.07\|0.67\|68.11\|69.36\|66.66\|77092;2026-03-17\|65.34\|-5.40\|70.00\|70.00\|65.00\|82334;2026-03-18\|67.10\|2.69\|66.65\|67.31\|64.90\|62538;2026-03-19\|64.52\|-3.85\|66.00\|67.03\|64.00\|69182;2026-03-20\|62.60\|-2.98\|65.30\|66.27\|62.41\|76962;2026-03-23\|57.90\|-7.51\|59.85\|61.65\|57.24\|111454;2026-03-24\|61.69\|6.55\|59.22\|61.83\|56.95\|109980;2026-03-25\|62.97\|2.07\|61.90\|64.29\|61.22\|100595;2026-03-26\|61.31\|-2.64\|62.31\|63.59\|61.06\|64129;2026-03-27\|62.60\|2.10\|60.10\|63.52\|59.20\|93808;2026-03-30\|61.79\|-1.29\|60.26\|62.87\|60.26\|64640;2026-03-31\|59.90\|-3.06\|61.65\|62.39\|59.51\|63446;2026-04-01\|62.16\|3.77\|61.88\|63.80\|61.39\|75900;2026-04-02\|59.87\|-3.68\|62.00\|62.14\|59.46\|66053;2026-04-03\|61.88\|3.36\|60.48\|63.66\|60.00\|101197;2026-04-07\|66.28\|7.11\|63.00\|68.07\|63.00\|168767;2026-04-08\|70.87\|6.93\|68.01\|71.60\|68.01\|190713;2026-04-09\|74.01\|4.43\|70.96\|75.87\|70.00\|169009;2026-04-10\|72.93\|-1.46\|74.15\|75.60\|71.72\|139277;2026-04-13\|73.32\|0.53\|72.00\|74.86\|72.00\|114807;2026-04-14\|74.60\|1.75\|74.45\|76.60\|72.04\|153697;2026-04-15\|72.85\|-2.35\|75.00\|76.20\|72.50\|112305;2026-04-16\|72.01\|-1.15\|72.89\|74.18\|71.90\|96593;2026-04-17\|75.35\|4.64\|71.90\|77.50\|71.42\|135421;2026-04-20\|75.25\|-0.13\|75.89\|77.34\|73.90\|136258;2026-04-21\|74.79\|-0.61\|73.91\|75.94\|73.53\|120387;2026-04-22\|73.96\|-1.11\|71.79\|74.56\|68.11\|203292;2026-04-23\|69.80\|-5.62\|73.77\|74.44\|68.80\|152193;2026-04-24\|73.70\|5.59\|69.17\|74.90\|66.50\|233806;2026-04-27\|75.30\|2.17\|73.70\|77.00\|71.75\|173541;2026-04-28\|76.43\|1.50\|75.29\|80.33\|75.00\|212475;2026-04-29\|80.73\|5.63\|76.00\|82.46\|75.00\|196211;2026-04-30\|79.18\|-1.92\|80.20\|80.99\|77.01\|188367;2026-05-06\|81.83\|3.35\|81.00\|83.99\|81.00\|177580;2026-05-07\|86.70\|5.95\|81.30\|87.63\|80.10\|150204;2026-05-08\|86.11\|-0.68\|85.19\|87.99\|83.60\|116263;2026-05-11\|89.01\|3.37\|87.00\|91.11\|84.00\|166389;2026-05-12\|97.91\|10.00\|90.20\|97.91\|89.40\|214206;2026-05-13\|104.66\|6.89\|96.20\|105.49\|95.01\|190076;2026-05-14\|106.32\|1.59\|105.77\|110.98\|100.88\|179606;2026-05-15\|100.91\|-4.97\|106.00\|109.60\|98.96\|185758;2026-05-18\|100.27\|-0.63\|98.00\|104.33\|97.01\|148869;2026-05-19\|103.63\|3.35\|98.50\|104.80\|94.88\|158749;2026-05-20\|113.99\|10.00\|101.95\|113.99\|100.95\|161363;2026-05-21\|112.58\|-1.24\|120.02\|123.57\|111.11\|205106;2026-05-22\|123.84\|10.00\|115.29\|123.84\|115.29\|154231;2026-05-25\|131.25\|5.98\|124.00\|131.50\|118.01\|240951;2026-05-26\|132.60\|1.03\|125.99\|139.22\|121.20\|221273;2026-05-27\|128.55\|-3.05\|129.50\|138.99\|126.13\|165357;2026-05-28\|132.12\|2.78\|124.01\|133.66\|120.18\|159139;2026-05-29\|132.10\|-0.02\|131.40\|138.95\|129.18\|160603;2026-06-01\|120.32\|-8.92\|130.00\|130.76\|120.00\|169559;2026-06-02\|121.57\|1.04\|121.20\|123.20\|114.17\|151100;2026-06-03\|118.51\|-2.52\|120.09\|123.58\|116.00\|148995;2026-06-04\|123.57\|4.27\|118.51\|125.88\|115.97\|138263;2026-06-05\|123.66\|0.07\|120.60\|129.50\|118.12\|149494;2026-06-08\|136.03\|10.00\|115.24\|136.03\|114.50\|246802;2026-06-09\|149.63\|10.00\|143.00\|149.63\|137.80\|195621;2026-06-10\|163.32\|9.15\|152.50\|164.59\|152.50\|221520;2026-06-11\|170.38\|4.32\|166.01\|174.42\|159.01\|197396;2026-06-12\|170.30\|-0.05\|176.00\|187.42\|170.05\|212147;2026-06-15\|187.33\|10.00\|178.47\|187.33\|178.00\|61517;2026-06-16\|206.06\|10.00\|200.06\|206.06\|198.00\|57878;2026-06-17\|226.67\|10.00\|215.00\|226.67\|214.30\|160407;2026-06-18\|238.11\|5.05\|223.38\|239.99\|221.22\|176786;2026-06-22\|249.19\|4.65\|238.11\|258.00\|229.39\|195105;2026-06-23\|231.60\|-7.06\|248.94\|248.94\|229.50\|133201;2026-06-24\|250.44\|8.13\|236.00\|254.76\|234.03\|159877;2026-06-25\|262.80\|4.94\|250.50\|269.87\|241.92\|146795;2026-06-26\|247.25\|-5.92\|261.12\|267.59\|242.52\|115630;2026-06-29\|227.55\|-7.97\|246.96\|250.00\|222.53\|164495;2026-06-30\|225.30\|-0.99\|224.99\|228.56\|215.10\|163112;2026-07-01\|212.91\|-5.50\|222.00\|227.00\|210.58\|124266;2026-07-02\|196.00\|-7.94\|208.07\|211.00\|192.43\|128594;2026-07-03\|199.99\|2.04\|196.31\|209.71\|190.00\|137313;2026-07-06\|186.53\|-6.73\|203.00\|209.50\|179.99\|142683;2026-07-07\|185.06\|-0.79\|186.00\|193.90\|182.44\|100574;2026-07-08\|177.85\|-3.90\|189.00\|192.06\|176.17\|85015;2026-07-09\|188.66\|6.08\|181.41\|189.90\|177.00\|117667;2026-07-10\|178.80\|-5.23\|189.50\|193.58\|178.00\|122433;2026-07-13\|164.17\|-8.18\|172.00\|179.72\|163.00\|93945
113070	以色列正在攻击伊朗境内目标	油气装备+中东订单+扭亏+国资背景公司原因： 1、据2026年1月15日互动易，公司产品广泛用于石油、天然气、页岩气、煤层气、氢能源、石油炼化、工程机械制造、油田服务等领域，客户群体覆盖中石油、中石化、中海油以及延长石油集团四大国内石油集团以及全球50多个国家的油气田。2025年11月，公司参加了阿布扎比国际石油展，期间在中东国家成功签订产品订单4万余吨。 2、据2026年1月29日公告，公司预计2025年度净利润400万元–600万元，同比扭亏为盈，主因海外营收增约50%、毛利率提升及非经常性损益约3000万元。 3、据2025年12月16日公告，公司拟投资不超1.7亿元建设“高端石油专用管智能加工线项目”，提升管线加工能力。 4、公司控股股东为寿光市墨龙控股有限公司，实际控制人为寿光市国有资产监督管理局。	公司产品主要有石油钻采机械装备、石油天然气输送装备、油气开采装备等，中海油是公司油田类产品国内销售市场中主要客户之一	2026-03-03\|10.65\|10.02\|10.65\|10.65\|10.65\|42131;2026-03-04\|11.72\|10.05\|11.72\|11.72\|11.26\|941992;2026-03-05\|12.70\|8.36\|11.89\|12.89\|11.89\|1116230;2026-03-06\|13.20\|3.94\|12.81\|13.65\|12.45\|2076427;2026-03-09\|13.24\|0.30\|14.52\|14.52\|13.13\|1961600;2026-03-10\|11.92\|-9.97\|11.92\|12.48\|11.92\|1192825;2026-03-11\|12.01\|0.76\|10.99\|12.54\|10.99\|1731752;2026-03-12\|11.72\|-2.41\|12.13\|12.55\|11.52\|1434883;2026-03-13\|11.20\|-4.44\|11.90\|12.04\|10.94\|1148515;2026-03-16\|11.33\|1.16\|11.04\|11.88\|11.04\|983748;2026-03-17\|11.83\|4.41\|11.18\|12.05\|10.93\|1327006;2026-03-18\|11.01\|-6.93\|11.00\|11.22\|10.65\|1048366;2026-03-19\|11.64\|5.72\|12.01\|12.10\|11.28\|1376108;2026-03-20\|10.60\|-8.93\|10.50\|10.89\|10.50\|950546;2026-03-23\|10.74\|1.32\|10.40\|11.00\|9.91\|937461;2026-03-24\|10.25\|-4.56\|10.10\|10.37\|9.89\|827886;2026-03-25\|9.97\|-2.73\|9.60\|10.19\|9.50\|871229;2026-03-26\|9.94\|-0.30\|10.02\|10.33\|9.76\|834979;2026-03-27\|10.09\|1.51\|9.80\|10.12\|9.64\|717322;2026-03-30\|9.82\|-2.68\|10.25\|10.42\|9.68\|691032;2026-03-31\|9.53\|-2.95\|9.79\|9.97\|9.52\|628040;2026-04-01\|9.45\|-0.84\|9.54\|9.67\|9.40\|538948;2026-04-02\|9.96\|5.40\|9.65\|10.28\|9.62\|1078313;2026-04-03\|9.48\|-4.82\|9.82\|10.00\|9.35\|665476;2026-04-07\|9.85\|3.90\|9.34\|9.88\|9.00\|702634;2026-04-08\|9.17\|-6.90\|8.87\|9.32\|8.87\|838053;2026-04-09\|9.45\|3.05\|9.45\|9.59\|9.17\|785051;2026-04-10\|9.22\|-2.43\|9.37\|9.40\|9.13\|518961;2026-04-13\|9.72\|5.42\|9.42\|9.78\|9.12\|890013;2026-04-14\|9.27\|-4.63\|9.45\|9.57\|9.17\|763355;2026-04-15\|8.86\|-4.42\|9.00\|9.04\|8.81\|531093;2026-04-16\|8.80\|-0.68\|8.69\|8.81\|8.55\|377136;2026-04-17\|8.69\|-1.25\|8.85\|8.87\|8.62\|322926;2026-04-20\|8.88\|2.19\|8.78\|8.93\|8.69\|456591;2026-04-21\|9.05\|1.91\|8.88\|9.05\|8.67\|472934;2026-04-22\|8.88\|-1.88\|8.99\|9.06\|8.77\|373275;2026-04-23\|9.77\|10.02\|8.99\|9.77\|8.83\|856564;2026-04-24\|10.27\|5.12\|9.90\|10.58\|9.81\|1398349;2026-04-27\|10.50\|2.24\|10.03\|10.57\|9.85\|1000182;2026-04-28\|10.22\|-2.67\|10.30\|10.88\|9.92\|990675;2026-04-29\|9.96\|-2.54\|10.10\|10.20\|9.82\|653675;2026-04-30\|10.06\|1.00\|10.20\|10.36\|9.81\|719450;2026-05-06\|10.01\|-0.50\|9.50\|10.22\|9.36\|717114;2026-05-07\|9.72\|-2.90\|9.99\|10.05\|9.60\|669778;2026-05-08\|10.18\|4.73\|10.02\|10.38\|9.96\|961996;2026-05-11\|10.12\|-0.59\|10.29\|10.58\|10.06\|753906;2026-05-12\|9.75\|-3.66\|10.05\|10.12\|9.71\|466073;2026-05-13\|9.61\|-1.44\|9.76\|10.10\|9.55\|562565;2026-05-14\|9.16\|-4.68\|9.48\|9.49\|9.16\|422459;2026-05-15\|9.09\|-0.76\|9.15\|9.33\|8.99\|427135;2026-05-18\|9.32\|2.53\|9.24\|9.50\|9.02\|523367;2026-05-19\|8.92\|-4.29\|9.07\|9.15\|8.75\|479849;2026-05-20\|8.92\|0.00\|8.85\|9.04\|8.77\|320880;2026-05-21\|8.28\|-7.17\|8.83\|8.83\|8.26\|480105;2026-05-22\|8.36\|0.97\|8.24\|8.38\|8.18\|241527;2026-05-25\|8.08\|-3.35\|8.23\|8.28\|8.00\|287676;2026-05-26\|8.00\|-0.99\|8.01\|8.08\|7.76\|293353;2026-05-27\|7.73\|-3.38\|7.92\|7.96\|7.64\|235826;2026-05-28\|7.98\|3.23\|7.72\|8.08\|7.72\|280094;2026-05-29\|7.79\|-2.38\|7.91\|7.93\|7.70\|215470;2026-06-01\|7.97\|2.31\|7.80\|7.99\|7.77\|202337;2026-06-02\|7.81\|-2.01\|8.19\|8.24\|7.77\|289859;2026-06-03\|8.38\|7.30\|7.82\|8.59\|7.74\|607204;2026-06-04\|7.75\|-7.52\|7.99\|8.05\|7.67\|484327;2026-06-05\|7.48\|-3.48\|7.61\|7.63\|7.34\|345568;2026-06-08\|8.23\|10.03\|7.55\|8.23\|7.55\|318005;2026-06-09\|7.66\|-6.93\|8.12\|8.14\|7.60\|588474;2026-06-10\|7.78\|1.57\|7.86\|8.10\|7.76\|583419;2026-06-11\|8.56\|10.03\|8.31\|8.56\|8.31\|1062101;2026-06-12\|8.84\|3.27\|8.03\|9.23\|8.03\|1169442;2026-06-15\|8.22\|-7.01\|8.30\|8.47\|8.10\|836158;2026-06-16\|7.84\|-4.62\|8.05\|8.07\|7.70\|554249;2026-06-17\|7.42\|-5.36\|7.71\|7.76\|7.41\|461798;2026-06-18\|7.03\|-5.26\|7.28\|7.29\|6.96\|412986;2026-06-22\|7.11\|1.14\|7.09\|7.18\|7.01\|327943;2026-06-23\|6.97\|-1.97\|7.01\|7.09\|6.88\|281219;2026-06-24\|6.54\|-6.17\|6.88\|6.89\|6.45\|313143;2026-06-25\|6.35\|-2.91\|6.47\|6.48\|6.28\|250504;2026-06-26\|6.32\|-0.47\|6.45\|6.55\|6.30\|253403;2026-06-29\|6.46\|2.22\|6.45\|6.67\|6.40\|274475;2026-06-30\|6.39\|-1.08\|6.40\|6.44\|6.22\|228107;2026-07-01\|6.46\|1.10\|6.38\|6.52\|6.29\|222459;2026-07-02\|6.51\|0.77\|6.36\|6.59\|6.33\|218760;2026-07-03\|6.66\|2.30\|6.47\|6.71\|6.44\|243906;2026-07-06\|6.40\|-3.90\|6.62\|6.64\|6.36\|206051;2026-07-07\|6.34\|-0.94\|6.40\|6.45\|6.23\|179235;2026-07-08\|6.97\|9.94\|6.66\|6.97\|6.55\|517207;2026-07-09\|7.67\|10.04\|7.36\|7.67\|7.16\|914657;2026-07-10\|7.68\|0.13\|7.31\|7.88\|7.31\|1028270;2026-07-13\|8.00\|4.17\|7.70\|8.19\|7.49\|768477
113069	英伟达推出全球首款完全开放的全模态物理AI模型	涨停揭秘：英伟达发布全球首款完全开放的全模态物理AI模型，公司作为国产CAD/CAE核心厂商，AI+工业设计逻辑获资金热捧；涨停缘由：英伟达推出全球首款完全开放的全模态物理AI模型；公司CAD及CAE产品深度适配物理仿真需求；AI驱动的智能设计平台加速落地；算力基础设施升级带动工业软件采购提速；资金逻辑：主力资金连续三日净流入，叠加板块联动效应明显，东数西算、AI设计概念共振上行；融资余额环比上升，显示杠杆资金积极介入；风险提示：公司2026年一季报营收增速放缓，研发投入持续高位，短期业绩兑现存在不确定性；物理AI商业化落地周期较长	工业软件龙头；公司旗下的CAD以及CAE产品对于物理AI的发展均有难以忽视的价值，公司已在AI领域开展广泛积极的探索	2026-03-03\|59.70\|-5.76\|63.35\|63.90\|59.60\|34882;2026-03-04\|58.70\|-1.68\|59.36\|60.40\|58.38\|21724;2026-03-05\|58.79\|0.15\|60.13\|60.16\|58.31\|16283;2026-03-06\|59.76\|1.65\|58.90\|59.79\|58.50\|12610;2026-03-09\|59.75\|-0.02\|59.16\|59.99\|56.80\|29921;2026-03-10\|60.33\|0.97\|60.20\|61.02\|59.70\|22489;2026-03-11\|59.99\|-0.56\|60.35\|60.70\|59.73\|14594;2026-03-12\|58.90\|-1.82\|59.70\|60.30\|58.77\|12337;2026-03-13\|58.45\|-0.76\|58.65\|59.00\|58.02\|12442;2026-03-16\|58.45\|0.00\|58.10\|58.70\|57.81\|14779;2026-03-17\|57.00\|-2.48\|58.45\|58.96\|57.00\|16686;2026-03-18\|57.74\|1.30\|57.06\|57.90\|56.51\|16369;2026-03-19\|55.90\|-3.19\|57.01\|57.45\|55.00\|21054;2026-03-20\|53.97\|-3.45\|55.90\|56.47\|53.83\|23292;2026-03-23\|49.56\|-8.17\|53.37\|53.62\|49.01\|38579;2026-03-24\|50.97\|2.85\|50.79\|51.20\|48.91\|34649;2026-03-25\|51.59\|1.22\|51.74\|53.00\|50.61\|46408;2026-03-26\|48.90\|-5.21\|51.50\|51.52\|48.80\|44303;2026-03-27\|49.93\|2.11\|48.16\|49.98\|48.08\|29278;2026-03-30\|48.82\|-2.22\|48.97\|49.27\|48.10\|26627;2026-03-31\|47.80\|-2.09\|48.90\|49.28\|47.71\|32974;2026-04-01\|49.62\|3.81\|48.75\|49.88\|48.50\|31217;2026-04-02\|47.99\|-3.29\|49.43\|49.60\|47.70\|28903;2026-04-03\|47.34\|-1.35\|48.18\|48.55\|47.14\|26112;2026-04-07\|50.02\|5.66\|47.34\|51.28\|47.27\|49553;2026-04-08\|54.09\|8.14\|51.50\|54.74\|50.52\|66924;2026-04-09\|52.80\|-2.38\|53.60\|53.84\|52.38\|31336;2026-04-10\|53.09\|0.55\|53.30\|53.76\|52.82\|22093;2026-04-13\|53.96\|1.64\|52.80\|54.50\|52.33\|33587;2026-04-14\|57.58\|6.71\|55.03\|58.66\|54.62\|64560;2026-04-15\|56.64\|-1.63\|57.98\|58.07\|54.90\|45485;2026-04-16\|55.80\|-1.48\|57.26\|57.64\|55.65\|38249;2026-04-17\|54.00\|-3.23\|55.20\|55.60\|53.00\|47748;2026-04-20\|54.05\|0.09\|54.00\|54.58\|53.61\|28011;2026-04-21\|53.40\|-1.20\|54.05\|54.36\|52.85\|22159;2026-04-22\|55.30\|3.56\|53.50\|56.19\|53.00\|36705;2026-04-23\|53.30\|-3.62\|54.44\|56.38\|52.91\|45708;2026-04-24\|52.51\|-1.48\|52.68\|53.68\|52.16\|28625;2026-04-27\|54.54\|3.87\|52.45\|54.87\|51.89\|31560;2026-04-28\|52.02\|-4.62\|53.93\|54.14\|51.76\|29330;2026-04-29\|53.64\|3.11\|51.71\|54.14\|51.71\|26593;2026-04-30\|56.71\|5.72\|53.46\|57.92\|53.46\|51641;2026-05-06\|56.70\|-0.02\|57.28\|57.65\|56.44\|41633;2026-05-07\|57.67\|1.71\|57.00\|58.48\|55.68\|46217;2026-05-08\|58.78\|1.92\|57.96\|60.57\|57.67\|50605;2026-05-11\|58.92\|0.24\|58.78\|59.50\|57.77\|41330;2026-05-12\|57.57\|-2.29\|58.40\|59.00\|57.24\|31775;2026-05-13\|57.25\|-0.56\|57.31\|57.85\|56.42\|21010;2026-05-14\|56.34\|-1.59\|57.89\|58.25\|55.90\|25890;2026-05-15\|57.03\|1.22\|56.56\|58.48\|55.31\|35664;2026-05-18\|60.79\|6.59\|57.05\|63.40\|56.83\|75538;2026-05-19\|61.66\|1.43\|60.19\|61.80\|59.51\|50988;2026-05-20\|61.70\|0.06\|61.36\|62.60\|60.89\|40257;2026-05-21\|58.97\|-4.42\|61.80\|63.45\|58.64\|44242;2026-05-22\|60.31\|2.27\|58.96\|61.37\|58.50\|37435;2026-05-25\|63.69\|5.60\|60.86\|65.10\|60.53\|66542;2026-05-26\|60.87\|-4.43\|63.11\|63.12\|59.92\|45755;2026-05-27\|59.60\|-2.09\|61.60\|62.45\|58.99\|31635;2026-05-28\|61.41\|3.04\|59.60\|63.45\|58.61\|40643;2026-05-29\|54.84\|-10.70\|61.48\|62.21\|54.54\|63027;2026-06-01\|56.74\|3.46\|55.18\|58.16\|55.00\|40775;2026-06-02\|55.53\|-2.13\|56.74\|57.78\|55.39\|29378;2026-06-03\|54.95\|-1.04\|55.22\|56.72\|53.25\|29431;2026-06-04\|53.30\|-2.38\|54.22\|54.59\|53.03\|23419;2026-06-05\|55.59\|4.30\|53.82\|56.80\|53.55\|39124;2026-06-08\|66.71\|20.00\|53.96\|66.71\|53.77\|162626;2026-06-09\|68.18\|2.20\|67.00\|68.94\|64.19\|142234;2026-06-10\|69.17\|1.45\|66.77\|72.00\|66.41\|117812;2026-06-11\|61.83\|-10.61\|68.48\|68.48\|60.57\|109837;2026-06-12\|65.01\|5.14\|62.50\|69.89\|62.00\|103138;2026-06-15\|62.74\|-3.49\|63.50\|66.07\|62.17\|93468;2026-06-16\|63.92\|1.88\|62.34\|63.94\|61.58\|89725;2026-06-17\|64.91\|1.55\|62.73\|66.26\|62.00\|77458;2026-06-18\|65.43\|0.80\|64.21\|66.26\|63.33\|77012;2026-06-22\|62.74\|-4.11\|65.34\|67.10\|60.94\|79225;2026-06-23\|59.18\|-5.67\|62.00\|62.11\|58.50\|75952;2026-06-24\|60.01\|1.40\|58.58\|60.66\|57.38\|54937;2026-06-25\|58.34\|-2.78\|59.41\|59.91\|56.90\|55833;2026-06-26\|57.79\|-0.94\|57.01\|59.03\|56.49\|40958;2026-06-29\|62.98\|8.98\|58.28\|65.22\|58.26\|89738;2026-06-30\|64.75\|2.81\|63.39\|65.12\|62.30\|59853;2026-07-01\|65.01\|0.40\|65.26\|67.06\|64.05\|73771;2026-07-02\|63.64\|-2.11\|64.80\|66.23\|63.38\|57902;2026-07-03\|63.50\|-0.22\|63.64\|65.05\|62.46\|55226;2026-07-06\|57.14\|-10.02\|62.80\|62.80\|55.80\|83740;2026-07-07\|54.70\|-4.27\|56.44\|57.40\|53.81\|46830;2026-07-08\|55.45\|1.37\|54.45\|56.41\|53.01\|41605;2026-07-09\|55.60\|0.27\|55.00\|55.96\|53.99\|35418;2026-07-10\|55.88\|0.50\|55.10\|58.95\|55.10\|4745498;2026-07-13\|53.40\|-4.44\|55.96\|56.35\|53.15\|2958626
113068	英伟达推出全球首款完全开放的全模态物理AI模型	物理AI+具身智能+商业航天+AI应用行业原因： 1、宇树科技于6月1日通过科创板IPO上会，国产人形机器人企业的资本化进程加速。 2、英伟达近日发布NVIDIA Cosmos 3——面向物理AI的开放世界基础模型。黄仁勋表示，得益于多模态推理语言、视觉和世界模型领域的多项突破，物理AI爆发的时代已近在眼前。公司原因： 1、据2026年6月4日定增说明书注册稿，“灵智”具身智能AI训推平台研发项目支持人形、四足等10+类机器人运动控制算法验证，已构建物理AI全链条能力。 2、据2026年1月5日投资者关系活动记录表，公司商业航天客户包括国内首家民营运载火箭企业及北京某卫星制造企业，累计服务航空航天客户200余家，订单金额超10亿元。 3、据2026年4月24日年报，公司AI产品与服务业务2025年营收达4.60亿元，同比增长68.52%，占总收入比重提升至30%，已成为驱动公司发展的核心引擎。	1、公司凭借工业领域经验基于开源和闭源大模型形成多行业AI Agent，与头部客户合作开展AI+智能制造；打造“乐系列”产品与AI融合，开展“灵系列”AI 新产品研究； 2、商业航天是公司战略重点，已服务航天客户多年，并与卫星企业围绕算力及AI场景深度合作	2026-03-03\|43.88\|-9.99\|47.60\|48.00\|43.88\|152248;2026-03-04\|42.63\|-2.85\|42.30\|43.90\|42.13\|77710;2026-03-05\|43.43\|1.88\|44.20\|44.49\|43.17\|61167;2026-03-06\|43.51\|0.18\|43.30\|44.18\|43.02\|49948;2026-03-09\|42.99\|-1.20\|42.33\|43.60\|41.35\|68534;2026-03-10\|43.20\|0.49\|43.84\|44.26\|42.90\|63679;2026-03-11\|42.50\|-1.62\|42.99\|43.53\|42.46\|59772;2026-03-12\|41.59\|-2.14\|42.40\|42.69\|41.25\|53486;2026-03-13\|40.80\|-1.90\|41.27\|41.56\|40.70\|45303;2026-03-16\|40.68\|-0.29\|40.70\|40.85\|39.92\|44728;2026-03-17\|40.13\|-1.35\|41.20\|41.37\|40.10\|37719;2026-03-18\|41.10\|2.42\|40.21\|41.17\|40.10\|39999;2026-03-19\|39.93\|-2.85\|40.45\|40.67\|39.92\|43675;2026-03-20\|38.85\|-2.70\|40.06\|40.25\|38.80\|38703;2026-03-23\|36.10\|-7.08\|38.00\|38.27\|35.79\|78269;2026-03-24\|36.49\|1.08\|36.82\|36.95\|35.78\|66346;2026-03-25\|37.60\|3.04\|36.55\|37.65\|36.55\|49687;2026-03-26\|36.95\|-1.73\|37.61\|38.10\|36.70\|49779;2026-03-27\|37.20\|0.68\|36.36\|37.36\|36.20\|26910;2026-03-30\|36.90\|-0.81\|36.27\|37.15\|36.06\|37744;2026-03-31\|36.24\|-1.79\|37.38\|37.38\|36.20\|30678;2026-04-01\|37.29\|2.90\|36.95\|37.36\|36.72\|37037;2026-04-02\|36.18\|-2.98\|37.29\|37.29\|35.81\|37363;2026-04-03\|35.55\|-1.74\|36.30\|36.50\|35.42\|24133;2026-04-07\|35.77\|0.62\|35.51\|36.03\|35.45\|22299;2026-04-08\|38.82\|8.53\|36.63\|38.96\|36.63\|74780;2026-04-09\|37.84\|-2.52\|38.05\|38.13\|37.65\|44548;2026-04-10\|38.32\|1.27\|38.39\|38.67\|38.12\|44071;2026-04-13\|38.10\|-0.57\|38.00\|38.43\|37.75\|28573;2026-04-14\|38.72\|1.63\|38.86\|38.95\|38.28\|45226;2026-04-15\|38.35\|-0.96\|38.95\|39.40\|38.25\|44956;2026-04-16\|39.66\|3.42\|38.75\|39.67\|38.50\|64324;2026-04-17\|39.69\|0.08\|39.66\|39.97\|39.18\|43686;2026-04-20\|40.85\|2.92\|39.92\|41.13\|39.50\|77394;2026-04-21\|41.56\|1.74\|40.80\|41.78\|40.33\|70195;2026-04-22\|41.80\|0.58\|41.35\|42.12\|41.21\|55067;2026-04-23\|41.15\|-1.55\|42.09\|42.18\|40.53\|54848;2026-04-24\|40.19\|-2.33\|40.80\|40.80\|39.34\|57287;2026-04-27\|39.49\|-1.74\|40.13\|40.15\|38.60\|56864;2026-04-28\|37.84\|-4.18\|39.45\|39.45\|37.65\|60366;2026-04-29\|39.00\|3.07\|37.84\|39.26\|37.46\|47078;2026-04-30\|39.20\|0.51\|38.98\|39.55\|38.74\|37433;2026-05-06\|41.14\|4.95\|39.70\|42.09\|39.50\|84061;2026-05-07\|41.79\|1.58\|41.50\|41.97\|40.41\|77546;2026-05-08\|42.23\|1.05\|41.79\|43.39\|41.70\|79750;2026-05-11\|41.93\|-0.71\|42.23\|42.40\|41.50\|62326;2026-05-12\|40.76\|-2.79\|41.96\|42.09\|40.49\|56988;2026-05-13\|41.21\|1.10\|40.51\|41.45\|39.73\|65824;2026-05-14\|39.78\|-3.47\|41.49\|41.50\|39.78\|55987;2026-05-15\|41.20\|3.57\|39.98\|43.10\|39.56\|113367;2026-05-18\|45.32\|10.00\|41.21\|45.32\|40.82\|209427;2026-05-19\|45.30\|-0.04\|45.97\|47.56\|44.79\|298138;2026-05-20\|46.34\|2.30\|45.10\|47.61\|45.10\|225778;2026-05-21\|44.67\|-3.60\|46.35\|47.14\|44.67\|188703;2026-05-22\|46.09\|3.18\|44.91\|46.46\|44.03\|162797;2026-05-25\|47.25\|2.52\|46.00\|48.75\|46.00\|192589;2026-05-26\|46.17\|-2.29\|47.10\|47.47\|45.29\|141632;2026-05-27\|44.43\|-3.77\|45.80\|46.29\|44.18\|117165;2026-05-28\|45.54\|2.50\|44.33\|45.72\|42.80\|131753;2026-05-29\|41.59\|-8.67\|45.55\|45.58\|41.22\|135397;2026-06-01\|43.90\|5.55\|42.00\|44.73\|41.94\|116244;2026-06-02\|43.29\|-1.39\|44.38\|44.84\|42.59\|90087;2026-06-03\|42.60\|-1.59\|42.81\|43.47\|41.96\|77481;2026-06-04\|41.22\|-3.24\|41.69\|41.96\|41.00\|67523;2026-06-05\|45.34\|10.00\|44.20\|45.34\|44.00\|242374;2026-06-08\|49.87\|9.99\|45.45\|49.87\|45.45\|391057;2026-06-09\|52.95\|6.37\|51.00\|53.66\|49.99\|525858;2026-06-10\|57.65\|8.88\|52.31\|58.00\|52.31\|455581;2026-06-11\|51.89\|-9.99\|55.00\|55.66\|51.89\|125117;2026-06-12\|51.41\|-0.93\|48.70\|55.65\|47.30\|517506;2026-06-15\|51.79\|0.74\|51.37\|53.10\|49.50\|301515;2026-06-16\|51.20\|-1.14\|51.06\|52.49\|50.58\|241963;2026-06-17\|50.77\|-0.84\|50.55\|52.94\|49.89\|205189;2026-06-18\|52.90\|4.20\|51.30\|53.39\|49.80\|373547;2026-06-22\|52.57\|-0.62\|52.92\|55.27\|51.22\|354841;2026-06-23\|49.65\|-5.55\|52.18\|52.50\|48.81\|235583;2026-06-24\|50.88\|2.48\|48.86\|51.50\|48.50\|207572;2026-06-25\|48.37\|-4.93\|50.11\|50.39\|47.53\|225549;2026-06-26\|46.91\|-3.02\|48.40\|49.00\|46.30\|161065;2026-06-29\|45.64\|-2.71\|47.00\|48.70\|44.67\|154521;2026-06-30\|47.98\|5.13\|45.71\|48.19\|45.20\|132262;2026-07-01\|52.78\|10.00\|51.65\|52.78\|51.65\|55675;2026-07-02\|50.88\|-3.60\|54.59\|55.40\|50.88\|305235;2026-07-03\|52.30\|2.79\|51.00\|54.43\|49.90\|266254;2026-07-06\|48.50\|-7.27\|52.00\|53.33\|48.28\|232229;2026-07-07\|46.16\|-4.82\|48.50\|50.67\|45.89\|151788;2026-07-08\|44.66\|-3.25\|46.00\|46.00\|43.85\|125834;2026-07-09\|45.25\|1.32\|44.80\|45.36\|42.64\|127668;2026-07-10\|45.66\|0.91\|45.00\|47.90\|44.00\|147010;2026-07-13\|41.35\|-9.44\|45.10\|45.20\|41.30\|103931
113067	英伟达推出全球首款完全开放的全模态物理AI模型	液冷服务器+AIoT平台+机器人概念+AI应用行业原因：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2025年8月20日互动易，公司液冷全局优化节能控制系统已用于深圳光明生命科学城大数据中心，并中标国能商贸云计算中心、前海信息枢纽等项目。 2、据2026年5月14日互动易，公司AIoT物联网平台深度融合AI与IoT技术，搭载多项判别式AI与生成式AI算法，提供海量丰富成熟的AI应用，面向企业园区、医院、城市轨道交通、数据及算力中心等多个核心场景持续推进智能化升级。2025年，公司AIoT平台及AI应用签约金额达7,847.14万元，全年增长趋势显著。目前公司AIoT平台及AI应用业务整体规模仍相对较小，在公司营业收入中的占比较低。 3、据2023年8月14日互动易，公司全资子公司达实久信的医用物流机器人运用物联网、激光导航、3D视觉避障等技术，可实现手术室物品精准安全配送。	公司在6月3日举办的生态伙伴大会上展示了AI Agent 2.0的演进成果，仅用两个月从“1个超级智能体+5个场景智能体”快速迭代至“1个超级智能体+15个场景智能体”，全方位呈现了在“AI+物联网平台”领域的技术实力	2026-03-03\|2.75\|-2.48\|2.84\|2.85\|2.74\|569262;2026-03-04\|2.82\|2.55\|2.71\|2.89\|2.68\|813720;2026-03-05\|2.85\|1.06\|2.87\|2.92\|2.83\|819334;2026-03-06\|2.89\|1.40\|2.82\|2.89\|2.80\|541987;2026-03-09\|2.88\|-0.35\|2.86\|2.89\|2.82\|539988;2026-03-10\|2.89\|0.35\|2.89\|2.94\|2.85\|513131;2026-03-11\|2.87\|-0.69\|2.89\|2.90\|2.86\|386196;2026-03-12\|2.86\|-0.35\|2.86\|2.90\|2.85\|354039;2026-03-13\|2.82\|-1.40\|2.85\|2.86\|2.81\|481068;2026-03-16\|2.83\|0.35\|2.81\|2.85\|2.80\|340429;2026-03-17\|2.83\|0.00\|2.83\|2.91\|2.82\|723170;2026-03-18\|2.86\|1.06\|2.85\|2.88\|2.82\|487404;2026-03-19\|2.80\|-2.10\|2.84\|2.87\|2.79\|565978;2026-03-20\|2.69\|-3.93\|2.81\|2.82\|2.69\|670302;2026-03-23\|2.53\|-5.95\|2.65\|2.65\|2.51\|665781;2026-03-24\|2.64\|4.35\|2.59\|2.64\|2.53\|552362;2026-03-25\|2.68\|1.52\|2.64\|2.71\|2.63\|406332;2026-03-26\|2.61\|-2.61\|2.67\|2.72\|2.59\|393771;2026-03-27\|2.64\|1.15\|2.57\|2.65\|2.57\|287754;2026-03-30\|2.65\|0.38\|2.60\|2.66\|2.57\|330075;2026-03-31\|2.59\|-2.26\|2.65\|2.70\|2.59\|356755;2026-04-01\|2.61\|0.77\|2.65\|2.65\|2.59\|290996;2026-04-02\|2.55\|-2.30\|2.61\|2.61\|2.53\|356084;2026-04-03\|2.45\|-3.92\|2.56\|2.57\|2.44\|410281;2026-04-07\|2.48\|1.22\|2.44\|2.49\|2.43\|324912;2026-04-08\|2.73\|10.08\|2.54\|2.73\|2.54\|627770;2026-04-09\|2.74\|0.37\|2.79\|2.80\|2.70\|1510476;2026-04-10\|2.69\|-1.82\|2.72\|2.74\|2.67\|785273;2026-04-13\|2.72\|1.12\|2.68\|2.74\|2.67\|593909;2026-04-14\|2.71\|-0.37\|2.73\|2.76\|2.67\|519330;2026-04-15\|2.64\|-2.58\|2.72\|2.72\|2.64\|382769;2026-04-16\|2.90\|9.85\|2.65\|2.90\|2.64\|1248514;2026-04-17\|2.87\|-1.03\|2.87\|2.97\|2.81\|1808638;2026-04-20\|2.90\|1.05\|2.84\|2.98\|2.84\|1229347;2026-04-21\|2.85\|-1.72\|2.90\|2.91\|2.83\|724206;2026-04-22\|2.81\|-1.40\|2.84\|2.85\|2.78\|615193;2026-04-23\|2.80\|-0.36\|2.83\|2.84\|2.76\|515189;2026-04-24\|2.76\|-1.43\|2.78\|2.79\|2.72\|486157;2026-04-27\|2.82\|2.17\|2.74\|2.84\|2.65\|732717;2026-04-28\|2.74\|-2.84\|2.81\|2.81\|2.73\|466502;2026-04-29\|2.79\|1.82\|2.71\|2.83\|2.70\|526380;2026-04-30\|2.90\|3.94\|2.82\|2.94\|2.80\|1155061;2026-05-06\|2.97\|2.41\|2.91\|2.99\|2.91\|1010207;2026-05-07\|3.03\|2.02\|3.00\|3.07\|3.00\|904632;2026-05-08\|3.02\|-0.33\|3.03\|3.05\|3.00\|748744;2026-05-11\|3.03\|0.33\|3.03\|3.08\|3.00\|691143;2026-05-12\|2.95\|-2.64\|3.01\|3.02\|2.93\|639026;2026-05-13\|3.03\|2.71\|2.98\|3.05\|2.95\|693225;2026-05-14\|2.92\|-3.63\|3.04\|3.05\|2.92\|584276;2026-05-15\|3.21\|9.93\|2.94\|3.21\|2.90\|2294323;2026-05-18\|3.53\|9.97\|3.21\|3.53\|3.15\|3416072;2026-05-19\|3.88\|9.91\|3.88\|3.88\|3.88\|625609;2026-05-20\|4.27\|10.05\|4.27\|4.27\|4.03\|5234684;2026-05-21\|3.96\|-7.26\|4.38\|4.70\|3.84\|9256905;2026-05-22\|4.36\|10.10\|3.86\|4.36\|3.71\|6475560;2026-05-25\|4.80\|10.09\|4.59\|4.80\|4.50\|7745467;2026-05-26\|4.65\|-3.12\|4.91\|5.16\|4.60\|8785131;2026-05-27\|4.58\|-1.51\|4.70\|4.84\|4.44\|6344314;2026-05-28\|4.57\|-0.22\|4.24\|4.96\|4.13\|7431794;2026-05-29\|4.11\|-10.07\|4.51\|4.84\|4.11\|5973705;2026-06-01\|4.52\|9.98\|3.95\|4.52\|3.90\|3696337;2026-06-02\|4.97\|9.96\|4.70\|4.97\|4.55\|5741867;2026-06-03\|4.88\|-1.81\|4.88\|5.10\|4.74\|7668822;2026-06-04\|4.74\|-2.87\|4.87\|5.08\|4.66\|4883524;2026-06-05\|5.21\|9.92\|4.86\|5.21\|4.82\|7792543;2026-06-08\|5.73\|9.98\|5.21\|5.73\|5.10\|4877236;2026-06-09\|5.70\|-0.52\|5.99\|6.16\|5.49\|9681406;2026-06-10\|5.43\|-4.74\|5.70\|5.96\|5.26\|7441618;2026-06-11\|4.89\|-9.94\|4.89\|4.89\|4.89\|448303;2026-06-12\|4.40\|-10.02\|4.40\|4.64\|4.40\|6643430;2026-06-15\|4.01\|-8.86\|4.10\|4.16\|3.98\|6768179;2026-06-16\|4.15\|3.49\|4.08\|4.21\|3.87\|6275537;2026-06-17\|3.83\|-7.71\|4.01\|4.04\|3.80\|5289956;2026-06-18\|3.83\|0.00\|3.81\|3.91\|3.67\|4293223;2026-06-22\|4.21\|9.92\|3.91\|4.21\|3.85\|5786886;2026-06-23\|4.02\|-4.51\|4.21\|4.29\|3.97\|5373926;2026-06-24\|4.09\|1.74\|4.03\|4.15\|3.84\|4875112;2026-06-25\|3.75\|-8.31\|3.98\|4.04\|3.70\|4194862;2026-06-26\|3.62\|-3.47\|3.70\|3.75\|3.57\|3056870;2026-06-29\|3.43\|-5.25\|3.63\|3.67\|3.37\|2558888;2026-06-30\|3.47\|1.17\|3.41\|3.52\|3.40\|1905807;2026-07-01\|3.47\|0.00\|3.49\|3.58\|3.44\|1884567;2026-07-02\|3.33\|-4.03\|3.44\|3.54\|3.30\|2352996;2026-07-03\|3.35\|0.60\|3.36\|3.40\|3.28\|1873919;2026-07-06\|3.17\|-5.37\|3.38\|3.40\|3.16\|1759849;2026-07-07\|3.13\|-1.26\|3.15\|3.25\|3.09\|1312950;2026-07-08\|3.10\|-0.96\|3.14\|3.14\|3.01\|1277249;2026-07-09\|3.08\|-0.65\|3.08\|3.12\|2.98\|1432823;2026-07-10\|3.15\|2.27\|3.07\|3.27\|3.05\|1847766;2026-07-13\|2.95\|-6.35\|3.14\|3.17\|2.93\|1122868
113066	英伟达推出全球首款完全开放的全模态物理AI模型	具身智能+仿生飞行器+AI应用 1、据2026年3月28日年报，公司仿生扑翼飞行器面向行业客户的远距离自主飞行、高清图像实时传输、智能目标识别等核心功能技术趋于成熟稳定，并完成多类行业应用场景的实地测试与应用验证；该飞行器作为具身智能代表入选2025年度中关村科学城人工智能全景赋能典型案例。 2、据2026年3月28日年报，公司AI办公本优化了产品结构，推出首款彩屏办公本；报告期内引用的《2025年中国电子纸平板市场的产品和品牌结构分析》显示，2025年汉王电纸书在京东、天猫销量第一，连续三年实现电纸书线上销量领先。 3、据2026年6月1日互动易，公司机器狗项目已阶段性结项，对该项目正在寻求包括项目融资在内的外部资本支持，也在寻找合适的商业合伙人；同日的互动易表示，公司计划推出商业合伙人计划，重点引入具有资金、资源、客户渠道等能力的外部资源共同推进已进入商业化推广阶段项目的持续进步。	1、公司专注于人工智能图像识别技术、智能交互技术及其应用，表示在现有NLP技术基础上进一步加大Transformers技术架构投入； 2、公司在文字、图片、视频、语音等多模态识别与应用方面有多年经验，正在深度分析如何更好的转化“紫东太初”多模态大模型的应用成果	2026-03-03\|20.51\|-4.74\|21.50\|21.98\|20.46\|78985;2026-03-04\|20.07\|-2.15\|20.15\|20.45\|19.98\|56296;2026-03-05\|20.60\|2.64\|20.50\|20.82\|20.39\|48501;2026-03-06\|20.64\|0.19\|20.48\|20.73\|20.43\|30993;2026-03-09\|20.76\|0.58\|20.30\|20.91\|20.10\|49519;2026-03-10\|21.03\|1.30\|20.96\|21.37\|20.82\|42286;2026-03-11\|20.84\|-0.90\|21.02\|21.27\|20.77\|37371;2026-03-12\|20.63\|-1.01\|20.90\|20.90\|20.52\|31390;2026-03-13\|20.34\|-1.41\|20.43\|20.85\|20.26\|38134;2026-03-16\|20.43\|0.44\|20.31\|20.45\|20.16\|38990;2026-03-17\|20.07\|-1.76\|20.44\|20.55\|20.03\|39639;2026-03-18\|20.46\|1.94\|20.15\|20.50\|20.00\|35446;2026-03-19\|20.02\|-2.15\|20.26\|20.39\|19.97\|33362;2026-03-20\|19.05\|-4.85\|20.02\|20.14\|19.03\|59149;2026-03-23\|17.87\|-6.19\|18.66\|18.83\|17.70\|63050;2026-03-24\|18.55\|3.81\|18.25\|18.55\|17.85\|46377;2026-03-25\|18.81\|1.40\|18.68\|18.88\|18.56\|36273;2026-03-26\|18.56\|-1.33\|18.78\|19.20\|18.47\|38260;2026-03-27\|18.77\|1.13\|18.30\|18.82\|18.25\|21728;2026-03-30\|18.71\|-0.32\|18.49\|18.74\|18.31\|25069;2026-03-31\|18.47\|-1.28\|18.75\|18.93\|18.44\|25682;2026-04-01\|18.73\|1.41\|18.79\|18.88\|18.59\|25492;2026-04-02\|18.35\|-2.03\|18.70\|18.75\|18.23\|23387;2026-04-03\|17.95\|-2.18\|18.51\|18.51\|17.89\|22899;2026-04-07\|18.23\|1.56\|17.96\|18.40\|17.96\|19551;2026-04-08\|19.08\|4.66\|18.62\|19.10\|18.55\|40985;2026-04-09\|18.61\|-2.46\|19.00\|19.05\|18.56\|32897;2026-04-10\|18.78\|0.91\|18.78\|18.97\|18.73\|24466;2026-04-13\|18.67\|-0.59\|18.73\|18.77\|18.57\|19605;2026-04-14\|18.89\|1.18\|18.79\|18.97\|18.68\|22359;2026-04-15\|18.60\|-1.54\|18.96\|19.00\|18.57\|25144;2026-04-16\|18.87\|1.45\|18.73\|18.92\|18.60\|26684;2026-04-17\|18.86\|-0.05\|18.85\|18.87\|18.57\|26849;2026-04-20\|18.98\|0.64\|18.86\|19.12\|18.76\|29938;2026-04-21\|18.60\|-2.00\|19.00\|19.00\|18.49\|37135;2026-04-22\|18.69\|0.48\|18.57\|18.71\|18.35\|25524;2026-04-23\|18.36\|-1.77\|18.63\|18.76\|18.32\|25725;2026-04-24\|18.46\|0.54\|18.30\|18.60\|18.10\|29314;2026-04-27\|18.92\|2.49\|18.49\|19.00\|18.21\|46448;2026-04-28\|18.11\|-4.28\|18.66\|18.71\|17.93\|63807;2026-04-29\|18.24\|0.72\|18.00\|18.37\|17.95\|33410;2026-04-30\|18.52\|1.54\|18.25\|18.59\|18.17\|34137;2026-05-06\|18.75\|1.24\|18.56\|18.90\|18.56\|35539;2026-05-07\|19.01\|1.39\|18.78\|19.05\|18.62\|42498;2026-05-08\|19.32\|1.63\|18.99\|19.46\|18.94\|58185;2026-05-11\|19.31\|-0.05\|19.35\|19.48\|19.18\|42426;2026-05-12\|18.87\|-2.28\|19.33\|19.33\|18.83\|34651;2026-05-13\|18.98\|0.58\|18.87\|19.12\|18.61\|38327;2026-05-14\|18.41\|-3.00\|19.09\|19.18\|18.41\|41952;2026-05-15\|18.30\|-0.60\|18.40\|18.72\|18.20\|40872;2026-05-18\|18.78\|2.62\|18.30\|18.85\|18.19\|50249;2026-05-19\|19.01\|1.22\|18.78\|19.06\|18.64\|45947;2026-05-20\|18.49\|-2.74\|19.01\|19.01\|18.44\|36312;2026-05-21\|17.70\|-4.27\|18.52\|18.83\|17.67\|54010;2026-05-22\|17.85\|0.85\|17.90\|18.05\|17.43\|44854;2026-05-25\|17.97\|0.67\|17.86\|18.26\|17.66\|45331;2026-05-26\|17.54\|-2.39\|17.84\|17.95\|17.18\|43940;2026-05-27\|17.21\|-1.88\|17.53\|17.96\|17.12\|48472;2026-05-28\|17.16\|-0.29\|17.24\|17.38\|16.62\|49096;2026-05-29\|16.54\|-3.61\|17.30\|17.80\|16.53\|51997;2026-06-01\|16.85\|1.87\|16.55\|17.19\|16.40\|46937;2026-06-02\|16.60\|-1.48\|16.86\|16.96\|16.37\|34616;2026-06-03\|16.19\|-2.47\|16.60\|16.61\|16.09\|37171;2026-06-04\|16.05\|-0.86\|16.17\|16.29\|15.93\|33707;2026-06-05\|16.26\|1.31\|16.04\|16.52\|15.72\|41916;2026-06-08\|17.89\|10.02\|15.90\|17.89\|15.77\|97396;2026-06-09\|19.68\|10.01\|18.88\|19.68\|18.17\|233261;2026-06-10\|19.76\|0.41\|19.50\|21.16\|19.12\|346775;2026-06-11\|18.81\|-4.81\|19.46\|19.83\|18.59\|230662;2026-06-12\|18.40\|-2.18\|18.89\|19.30\|18.39\|160145;2026-06-15\|18.63\|1.25\|18.50\|18.67\|18.13\|140934;2026-06-16\|18.64\|0.05\|18.31\|18.88\|18.11\|123738;2026-06-17\|18.51\|-0.70\|18.40\|18.66\|18.16\|92280;2026-06-18\|17.10\|-7.62\|18.35\|18.35\|16.75\|158820;2026-06-22\|17.55\|2.63\|16.80\|18.35\|16.71\|139347;2026-06-23\|16.85\|-3.99\|17.35\|17.49\|16.81\|86675;2026-06-24\|16.38\|-2.79\|16.73\|16.80\|15.92\|91370;2026-06-25\|15.70\|-4.15\|16.35\|16.35\|15.65\|82136;2026-06-26\|15.01\|-4.39\|15.57\|15.85\|15.01\|72587;2026-06-29\|15.11\|0.67\|15.02\|15.45\|14.80\|60047;2026-06-30\|15.55\|2.91\|15.07\|15.58\|14.88\|64390;2026-07-01\|15.57\|0.13\|15.56\|15.87\|15.34\|53622;2026-07-02\|15.26\|-1.99\|15.65\|15.88\|15.23\|60362;2026-07-03\|15.55\|1.90\|15.26\|15.68\|15.10\|58617;2026-07-06\|15.07\|-3.09\|15.50\|15.55\|15.01\|49339;2026-07-07\|14.76\|-2.06\|15.04\|15.19\|14.69\|36615;2026-07-08\|14.79\|0.20\|14.67\|14.95\|14.51\|31462;2026-07-09\|15.16\|2.50\|14.72\|15.16\|14.52\|46682;2026-07-10\|15.49\|2.18\|15.13\|15.68\|14.96\|61219;2026-07-13\|14.67\|-5.29\|15.30\|15.45\|14.63\|37513
113065	英伟达推出全球首款完全开放的全模态物理AI模型	军工AI+军事大模型+军事仿真行业原因：据玉渊谭天，当地时间2月28日，美军对伊朗实施军事打击。根据美国媒体爆料，在美军此次行动中，美国中央司令部使用了美国人工智能企业Anthropic的人工智能工具进行情报评估、目标识别和模拟作战场景。但在打击行动11小时前，美国总统特朗普曾表示将停用此人工智能工具。公司原因： 1、据2025年11月5日机构调研，公司发布“1•5•5•N”XSim®军事智能体系，以XSimVerse®军事大模型支撑智能决策、虚拟训练等五大应用，技术底座具备AI智能体概念。 2、据2025年半年度报告，公司是国内军事仿真行业领先民营企业，产品体系全域覆盖作战、训练、装备方向，服务军委机构、各军兵种及国防工业企业。 3、据2026年1月13日互动易，公司已在航天及卫星通讯领域签订实质订单，直接关联商业航天热点。	公司模训器材业务系以实战化、智能化训练需求为牵引，运用 AI、仿真、XR、网络、传感器、高精度定位等技术手段，构建实战化对抗训练装备体系，为受训人员提供高逼真战场环境和对手，全面提升受训人员实战化能力	2026-03-03\|35.66\|19.99\|35.66\|35.66\|34.80\|265248;2026-03-04\|37.30\|4.60\|32.49\|39.29\|30.21\|444475;2026-03-05\|33.59\|-9.95\|37.00\|37.30\|33.28\|305474;2026-03-06\|33.00\|-1.76\|31.86\|34.79\|30.95\|253005;2026-03-09\|33.68\|2.06\|32.76\|36.30\|32.50\|288514;2026-03-10\|32.99\|-2.05\|31.20\|33.31\|31.20\|200427;2026-03-11\|31.94\|-3.18\|32.40\|33.58\|31.69\|180613;2026-03-12\|29.82\|-6.64\|31.76\|31.76\|29.53\|196686;2026-03-13\|28.53\|-4.33\|29.55\|29.80\|28.45\|127228;2026-03-16\|28.83\|1.05\|28.40\|29.48\|28.11\|104768;2026-03-17\|27.65\|-4.09\|28.76\|29.05\|27.61\|91488;2026-03-18\|28.13\|1.74\|28.12\|28.18\|27.46\|59428;2026-03-19\|29.36\|4.37\|27.75\|30.61\|27.66\|223447;2026-03-20\|28.64\|-2.45\|28.95\|30.49\|28.10\|184558;2026-03-23\|27.26\|-4.82\|27.03\|28.78\|27.00\|142371;2026-03-24\|28.11\|3.12\|28.00\|28.78\|26.91\|151844;2026-03-25\|29.47\|4.84\|27.77\|29.83\|27.42\|205669;2026-03-26\|28.08\|-4.72\|28.68\|28.80\|27.70\|138033;2026-03-27\|27.72\|-1.28\|27.53\|28.45\|27.32\|80338;2026-03-30\|27.36\|-1.30\|27.18\|27.87\|26.50\|86952;2026-03-31\|26.30\|-3.87\|27.39\|27.68\|26.27\|93622;2026-04-01\|22.21\|-15.55\|24.15\|25.75\|22.03\|285126;2026-04-02\|21.53\|-3.06\|21.82\|21.98\|21.33\|148737;2026-04-03\|20.69\|-3.90\|21.53\|21.58\|20.61\|94585;2026-04-07\|20.63\|-0.29\|20.43\|20.99\|20.43\|63282;2026-04-08\|21.64\|4.90\|20.99\|21.67\|20.99\|92774;2026-04-09\|21.17\|-2.17\|21.40\|21.69\|20.93\|63915;2026-04-10\|21.17\|0.00\|21.12\|21.52\|21.00\|60502;2026-04-13\|21.41\|1.13\|21.00\|21.45\|20.90\|51593;2026-04-14\|21.69\|1.31\|21.67\|22.03\|21.32\|55239;2026-04-15\|21.43\|-1.20\|21.85\|21.85\|21.36\|39071;2026-04-16\|21.96\|2.47\|21.42\|22.03\|21.27\|62343;2026-04-17\|22.09\|0.59\|22.03\|22.20\|21.68\|49894;2026-04-20\|22.33\|1.09\|22.24\|22.44\|22.02\|56346;2026-04-21\|22.82\|2.19\|22.39\|22.88\|22.21\|75461;2026-04-22\|23.25\|1.88\|22.57\|23.34\|22.50\|83950;2026-04-23\|25.02\|7.61\|23.50\|25.85\|23.36\|192703;2026-04-24\|24.16\|-3.44\|25.06\|25.80\|23.89\|130179;2026-04-27\|24.49\|1.37\|23.80\|24.50\|23.46\|77440;2026-04-28\|23.92\|-2.33\|24.25\|24.74\|23.45\|58117;2026-04-29\|24.25\|1.38\|24.41\|24.48\|23.94\|62216;2026-04-30\|24.30\|0.21\|24.14\|24.53\|23.95\|51428;2026-05-06\|26.15\|7.61\|25.04\|27.25\|25.04\|126324;2026-05-07\|26.02\|-0.50\|26.38\|26.43\|25.68\|85164;2026-05-08\|27.05\|3.96\|25.82\|27.19\|25.82\|108358;2026-05-11\|26.74\|-1.15\|27.05\|27.14\|26.48\|79568;2026-05-12\|26.35\|-1.46\|26.65\|26.70\|26.10\|60485;2026-05-13\|26.46\|0.42\|26.15\|26.53\|25.93\|54644;2026-05-14\|25.61\|-3.21\|26.30\|26.65\|25.61\|50618;2026-05-15\|25.60\|-0.04\|25.60\|25.98\|25.40\|50305;2026-05-18\|28.60\|11.72\|26.10\|28.85\|26.00\|183716;2026-05-19\|28.37\|-0.80\|28.60\|29.68\|27.69\|177246;2026-05-20\|27.82\|-1.94\|28.03\|28.57\|27.61\|97582;2026-05-21\|27.44\|-1.37\|27.81\|29.45\|27.35\|121870;2026-05-22\|27.97\|1.93\|27.51\|28.77\|27.37\|110957;2026-05-25\|28.36\|1.39\|27.86\|29.52\|27.65\|114142;2026-05-26\|27.27\|-3.84\|27.71\|28.45\|26.88\|100184;2026-05-27\|26.38\|-3.26\|27.14\|27.58\|26.10\|77226;2026-05-28\|27.90\|5.76\|26.25\|28.04\|26.17\|119031;2026-05-29\|25.81\|-7.49\|27.89\|28.30\|25.50\|100394;2026-06-01\|26.21\|1.55\|25.53\|27.12\|25.38\|83297;2026-06-02\|25.51\|-2.67\|26.07\|26.31\|25.05\|66947;2026-06-03\|25.11\|-1.57\|25.50\|26.20\|24.80\|60489;2026-06-04\|24.71\|-1.59\|24.79\|25.15\|24.46\|50613;2026-06-05\|25.10\|1.58\|25.29\|26.05\|24.01\|80967;2026-06-08\|30.12\|20.00\|24.12\|30.12\|24.12\|161856;2026-06-09\|30.49\|1.23\|30.66\|31.55\|29.66\|270353;2026-06-10\|32.37\|6.17\|30.30\|35.20\|29.99\|301130;2026-06-11\|30.80\|-4.85\|31.79\|31.87\|30.20\|220509;2026-06-12\|32.30\|4.87\|30.80\|32.98\|30.56\|219098;2026-06-15\|31.18\|-3.47\|30.41\|31.50\|30.19\|162261;2026-06-16\|31.25\|0.22\|30.50\|31.44\|29.92\|141204;2026-06-17\|30.38\|-2.78\|30.74\|31.22\|30.16\|108718;2026-06-18\|30.12\|-0.86\|30.77\|30.98\|28.61\|121057;2026-06-22\|29.75\|-1.23\|29.82\|30.93\|29.11\|104470;2026-06-23\|29.17\|-1.95\|29.54\|30.13\|28.72\|74241;2026-06-24\|28.15\|-3.50\|29.02\|29.16\|27.70\|96672;2026-06-25\|26.49\|-5.90\|27.95\|28.28\|26.35\|82813;2026-06-26\|26.03\|-1.74\|26.52\|27.50\|25.78\|93141;2026-06-29\|26.53\|1.92\|26.05\|27.81\|25.77\|114311;2026-06-30\|26.92\|1.47\|26.54\|27.58\|26.48\|104239;2026-07-01\|27.25\|1.23\|27.19\|28.27\|26.85\|108690;2026-07-02\|26.99\|-0.95\|26.93\|28.68\|26.82\|134399;2026-07-03\|27.67\|2.52\|27.28\|28.27\|26.94\|132698;2026-07-06\|25.45\|-8.02\|27.46\|27.96\|25.22\|128043;2026-07-07\|24.41\|-4.09\|25.19\|25.69\|24.32\|82201;2026-07-08\|23.99\|-1.72\|24.58\|24.80\|23.86\|58626;2026-07-09\|24.07\|0.33\|24.05\|24.38\|23.27\|62079;2026-07-10\|24.19\|0.50\|24.01\|25.22\|23.76\|84396;2026-07-13\|22.46\|-7.15\|24.38\|24.85\|22.34\|64444
113064	英伟达推出全球首款完全开放的全模态物理AI模型	图书发行+阶跃星辰（已澄清）+上海国资 1、据2025年2月24日公司异动公告，关于市场传闻“公司与阶跃星辰合资设立财跃星辰”为不实信息，公司与阶跃星辰无股权及业务方面的合作关系。 2、据2026年3月31日披露的2025年年度报告，公司聚焦图书发行与报刊经营，作为上海报业集团旗下主要资本平台，拥有上海地区唯一使用“新华书店”集体商标的企业，并握有上海市中小学、幼儿园及中专职学校教材的独家发行权。 3、公司实际控制人为上海市国有资产监督管理委员会，具备上海国资背景。	上海报业集团旗下，大股东下属界面公司等联合发布阶跃星辰大模型，后者近期发布 “AI小财神Pro” 智能体	2026-03-03\|5.99\|-2.92\|6.16\|6.22\|5.97\|165981;2026-03-04\|5.94\|-0.83\|5.93\|6.08\|5.90\|114029;2026-03-05\|6.00\|1.01\|6.01\|6.03\|5.96\|97690;2026-03-06\|6.60\|10.00\|6.35\|6.60\|6.30\|559585;2026-03-09\|6.32\|-4.24\|6.45\|6.45\|6.18\|583636;2026-03-10\|6.26\|-0.95\|6.32\|6.38\|6.23\|302720;2026-03-11\|6.25\|-0.16\|6.23\|6.30\|6.22\|204151;2026-03-12\|6.16\|-1.44\|6.22\|6.25\|6.15\|149481;2026-03-13\|6.14\|-0.32\|6.14\|6.20\|6.11\|105301;2026-03-16\|6.20\|0.98\|6.10\|6.20\|6.07\|86251;2026-03-17\|6.07\|-2.10\|6.18\|6.22\|6.07\|95543;2026-03-18\|6.14\|1.15\|6.07\|6.14\|6.05\|63653;2026-03-19\|6.01\|-2.12\|6.08\|6.11\|6.01\|85250;2026-03-20\|5.78\|-3.83\|6.00\|6.04\|5.78\|119472;2026-03-23\|5.38\|-6.92\|5.66\|5.67\|5.36\|149870;2026-03-24\|5.59\|3.90\|5.48\|5.60\|5.40\|110830;2026-03-25\|5.71\|2.15\|5.59\|5.71\|5.56\|78459;2026-03-26\|5.59\|-2.10\|5.71\|5.73\|5.57\|75255;2026-03-27\|5.65\|1.07\|5.55\|5.65\|5.53\|60976;2026-03-30\|5.67\|0.35\|5.60\|5.69\|5.56\|67529;2026-03-31\|5.89\|3.88\|5.89\|6.17\|5.85\|256251;2026-04-01\|5.89\|0.00\|5.98\|5.99\|5.85\|142727;2026-04-02\|5.76\|-2.21\|5.86\|5.88\|5.71\|99354;2026-04-03\|5.62\|-2.43\|5.78\|6.00\|5.53\|166976;2026-04-07\|5.64\|0.36\|5.62\|5.66\|5.46\|100489;2026-04-08\|5.91\|4.79\|5.70\|5.93\|5.69\|145927;2026-04-09\|5.79\|-2.03\|5.85\|5.88\|5.78\|92368;2026-04-10\|5.88\|1.55\|5.83\|5.96\|5.83\|94931;2026-04-13\|5.94\|1.02\|5.85\|6.03\|5.81\|103119;2026-04-14\|6.08\|2.36\|5.91\|6.24\|5.86\|251320;2026-04-15\|5.93\|-2.47\|6.08\|6.09\|5.91\|96624;2026-04-16\|5.98\|0.84\|5.97\|6.00\|5.88\|95906;2026-04-17\|5.93\|-0.84\|5.97\|5.97\|5.86\|62908;2026-04-20\|6.00\|1.18\|5.90\|6.04\|5.88\|87551;2026-04-21\|5.93\|-1.17\|5.97\|6.01\|5.91\|53455;2026-04-22\|5.86\|-1.18\|5.90\|5.92\|5.84\|99473;2026-04-23\|5.81\|-0.85\|5.82\|5.90\|5.76\|98303;2026-04-24\|5.83\|0.34\|5.76\|5.87\|5.70\|92102;2026-04-27\|5.83\|0.00\|5.83\|5.85\|5.73\|67564;2026-04-28\|5.71\|-2.06\|5.80\|5.83\|5.68\|64164;2026-04-29\|5.84\|2.28\|5.69\|5.88\|5.69\|88446;2026-04-30\|5.86\|0.34\|5.80\|5.89\|5.80\|70646;2026-05-06\|5.90\|0.68\|5.86\|5.94\|5.83\|80823;2026-05-07\|5.93\|0.51\|5.88\|5.93\|5.86\|80318;2026-05-08\|5.95\|0.34\|5.91\|6.01\|5.90\|87230;2026-05-11\|5.96\|0.17\|5.90\|5.97\|5.86\|101255;2026-05-12\|5.93\|-0.50\|6.10\|6.20\|5.92\|171491;2026-05-13\|5.87\|-1.01\|5.83\|5.98\|5.83\|130977;2026-05-14\|5.67\|-3.41\|5.87\|5.90\|5.65\|122015;2026-05-15\|5.66\|-0.18\|5.64\|5.77\|5.63\|82268;2026-05-18\|5.64\|-0.35\|5.66\|5.68\|5.50\|94026;2026-05-19\|5.73\|1.60\|5.63\|5.75\|5.61\|84835;2026-05-20\|5.55\|-3.14\|5.71\|5.75\|5.54\|94173;2026-05-21\|5.38\|-3.06\|5.53\|5.62\|5.38\|94337;2026-05-22\|5.42\|0.74\|5.43\|5.45\|5.31\|63293;2026-05-25\|5.40\|-0.37\|5.42\|5.47\|5.33\|57989;2026-05-26\|5.31\|-1.67\|5.41\|5.42\|5.20\|85189;2026-05-27\|5.24\|-1.32\|5.29\|5.36\|5.21\|56014;2026-05-28\|5.18\|-0.96\|5.20\|5.25\|5.10\|68399;2026-05-29\|5.17\|-0.19\|5.20\|5.26\|5.13\|55292;2026-06-01\|5.31\|2.71\|5.20\|5.34\|5.16\|67382;2026-06-02\|5.14\|-3.20\|5.29\|5.32\|5.13\|75937;2026-06-03\|5.00\|-2.72\|5.14\|5.14\|4.97\|81027;2026-06-04\|4.89\|-2.20\|4.99\|5.02\|4.82\|90431;2026-06-05\|4.95\|1.23\|4.89\|5.09\|4.88\|83291;2026-06-08\|5.45\|10.10\|4.86\|5.45\|4.84\|291548;2026-06-09\|5.25\|-3.67\|5.35\|5.38\|5.18\|324079;2026-06-10\|5.15\|-1.90\|5.21\|5.32\|5.06\|200935;2026-06-11\|4.80\|-6.80\|5.07\|5.10\|4.76\|211621;2026-06-12\|4.86\|1.25\|4.81\|4.90\|4.70\|171462;2026-06-15\|4.86\|0.00\|4.84\|4.96\|4.80\|109096;2026-06-16\|4.74\|-2.47\|4.86\|4.86\|4.70\|109986;2026-06-17\|4.55\|-4.01\|4.70\|4.72\|4.50\|153308;2026-06-18\|4.66\|2.42\|4.60\|4.75\|4.49\|163029;2026-06-22\|4.93\|5.79\|4.59\|5.02\|4.52\|251353;2026-06-23\|5.10\|3.45\|4.91\|5.25\|4.89\|212737;2026-06-24\|4.80\|-5.88\|5.05\|5.11\|4.76\|152990;2026-06-25\|4.66\|-2.92\|4.80\|4.80\|4.62\|118154;2026-06-26\|4.47\|-4.08\|4.66\|4.66\|4.44\|145517;2026-06-29\|4.46\|-0.22\|4.44\|4.49\|4.31\|94756;2026-06-30\|4.52\|1.35\|4.42\|4.58\|4.40\|140745;2026-07-01\|4.97\|9.96\|4.51\|4.97\|4.49\|283305;2026-07-02\|4.88\|-1.81\|4.94\|5.10\|4.85\|273646;2026-07-03\|4.87\|-0.20\|4.92\|5.02\|4.80\|141572;2026-07-06\|4.95\|1.64\|4.91\|5.04\|4.81\|144728;2026-07-07\|4.71\|-4.85\|4.91\|4.94\|4.69\|133003;2026-07-08\|4.65\|-1.27\|4.70\|4.74\|4.58\|112018;2026-07-09\|4.84\|4.09\|4.69\|4.85\|4.63\|162628;2026-07-10\|4.91\|1.45\|4.78\|5.02\|4.71\|181058;2026-07-13\|4.65\|-5.30\|4.88\|4.90\|4.63\|90722
113063	英伟达推出全球首款完全开放的全模态物理AI模型	AI智能体+智能家居+零售行业原因： 1、港股MiniMax上市首日大涨109%，今日续涨30%。智谱午后涨超60%，上市三天累计涨幅超110%。 2、据报道，DeepSeek将于2月发布新一代旗舰AI模型DeepSeek V4，该模型具备强大的编程能力，预计将对当前的AI竞争格局产生重大影响。公司原因： 1、据2024年12月31日互动易，居然设计家已率先于海外上线AI Agent设计智能体“AI设计助手”，用户自然语言即可生成3D室内方案，实现AI智能体在家居家装场景落地。 2、据2025年8月30日半年报，截至2025年6月末公司已开业29个智能家居体验中心，2025年上半年新增合作智能家居品牌41个，直营门店智能家居经营面积新增2.2万平米。 3、据2025年4月30日年度报告，公司是国内少数拥有全国线下零售网络的大型综合家居渠道商，经营407家家居卖场，连续20年获“北京十大商业品牌”。	中国泛家居行业的头部企业；居然设计家已率先于海外上线AI Agent设计智能体“AI设计助手”，用户自然语言即可生成3D室内方案，实现AI智能体在家居家装场景落地	2026-03-03\|2.83\|-2.08\|2.89\|2.91\|2.81\|618428;2026-03-04\|2.81\|-0.71\|2.81\|2.84\|2.78\|417772;2026-03-05\|2.84\|1.07\|2.83\|2.86\|2.82\|399312;2026-03-06\|2.87\|1.06\|2.82\|2.87\|2.81\|394813;2026-03-09\|2.84\|-1.05\|2.84\|2.86\|2.81\|402965;2026-03-10\|2.86\|0.70\|2.85\|2.87\|2.84\|352662;2026-03-11\|2.83\|-1.05\|2.86\|2.86\|2.82\|474252;2026-03-12\|2.83\|0.00\|2.83\|2.86\|2.82\|414379;2026-03-13\|2.82\|-0.35\|2.83\|2.86\|2.81\|539433;2026-03-16\|2.85\|1.06\|2.82\|2.85\|2.81\|429558;2026-03-17\|2.88\|1.05\|2.85\|2.92\|2.83\|708906;2026-03-18\|2.83\|-1.74\|2.87\|2.88\|2.80\|629738;2026-03-19\|2.80\|-1.06\|2.81\|2.82\|2.78\|347558;2026-03-20\|2.74\|-2.14\|2.80\|2.81\|2.74\|440078;2026-03-23\|2.52\|-8.03\|2.70\|2.70\|2.48\|883556;2026-03-24\|2.52\|0.00\|2.55\|2.57\|2.46\|957365;2026-03-25\|2.54\|0.79\|2.50\|2.55\|2.49\|723029;2026-03-26\|2.45\|-3.54\|2.53\|2.56\|2.44\|695557;2026-03-27\|2.48\|1.22\|2.41\|2.49\|2.39\|567363;2026-03-30\|2.49\|0.40\|2.46\|2.49\|2.42\|506808;2026-03-31\|2.45\|-1.61\|2.47\|2.53\|2.44\|494522;2026-04-01\|2.46\|0.41\|2.49\|2.51\|2.44\|437037;2026-04-02\|2.41\|-2.03\|2.46\|2.46\|2.40\|494192;2026-04-03\|2.34\|-2.90\|2.41\|2.42\|2.33\|404413;2026-04-07\|2.36\|0.85\|2.33\|2.37\|2.32\|337219;2026-04-08\|2.45\|3.81\|2.39\|2.46\|2.39\|553853;2026-04-09\|2.40\|-2.04\|2.43\|2.45\|2.38\|415354;2026-04-10\|2.43\|1.25\|2.40\|2.45\|2.40\|365836;2026-04-13\|2.44\|0.41\|2.41\|2.45\|2.40\|313227;2026-04-14\|2.45\|0.41\|2.45\|2.48\|2.41\|387675;2026-04-15\|2.70\|10.20\|2.46\|2.70\|2.46\|1315108;2026-04-16\|2.63\|-2.59\|2.70\|2.72\|2.60\|1550304;2026-04-17\|2.63\|0.00\|2.63\|2.63\|2.58\|794577;2026-04-20\|2.62\|-0.38\|2.62\|2.63\|2.59\|598693;2026-04-21\|2.60\|-0.76\|2.63\|2.66\|2.56\|664930;2026-04-22\|2.56\|-1.54\|2.57\|2.58\|2.54\|427729;2026-04-23\|2.55\|-0.39\|2.56\|2.60\|2.52\|536253;2026-04-24\|2.54\|-0.39\|2.54\|2.55\|2.49\|432481;2026-04-27\|2.54\|0.00\|2.53\|2.55\|2.48\|435660;2026-04-28\|2.57\|1.18\|2.54\|2.60\|2.52\|529025;2026-04-29\|2.62\|1.95\|2.55\|2.63\|2.53\|653476;2026-04-30\|2.58\|-1.53\|2.60\|2.62\|2.57\|483977;2026-05-06\|2.59\|0.39\|2.58\|2.60\|2.57\|422041;2026-05-07\|2.55\|-1.54\|2.58\|2.60\|2.54\|484603;2026-05-08\|2.57\|0.78\|2.54\|2.58\|2.53\|406034;2026-05-11\|2.61\|1.56\|2.57\|2.66\|2.54\|678003;2026-05-12\|2.56\|-1.92\|2.60\|2.61\|2.55\|426199;2026-05-13\|2.55\|-0.39\|2.56\|2.56\|2.53\|303871;2026-05-14\|2.47\|-3.14\|2.55\|2.56\|2.47\|585688;2026-05-15\|2.43\|-1.62\|2.47\|2.48\|2.40\|443161;2026-05-18\|2.45\|0.82\|2.42\|2.45\|2.40\|327456;2026-05-19\|2.47\|0.82\|2.44\|2.48\|2.43\|285985;2026-05-20\|2.40\|-2.83\|2.45\|2.46\|2.39\|311756;2026-05-21\|2.36\|-1.67\|2.42\|2.44\|2.35\|353023;2026-05-22\|2.36\|0.00\|2.36\|2.38\|2.33\|327141;2026-05-25\|2.40\|1.69\|2.36\|2.41\|2.34\|372297;2026-05-26\|2.41\|0.42\|2.40\|2.44\|2.37\|440061;2026-05-27\|2.35\|-2.49\|2.40\|2.42\|2.33\|399179;2026-05-28\|2.41\|2.55\|2.35\|2.43\|2.32\|506419;2026-05-29\|2.41\|0.00\|2.40\|2.46\|2.39\|575810;2026-06-01\|2.48\|2.90\|2.40\|2.49\|2.37\|637132;2026-06-02\|2.43\|-2.02\|2.47\|2.49\|2.41\|455356;2026-06-03\|2.35\|-3.29\|2.43\|2.44\|2.33\|536968;2026-06-04\|2.33\|-0.85\|2.33\|2.36\|2.32\|305591;2026-06-05\|2.47\|6.01\|2.32\|2.56\|2.32\|1759855;2026-06-08\|2.72\|10.12\|2.55\|2.72\|2.44\|2843269;2026-06-09\|2.49\|-8.46\|2.58\|2.64\|2.45\|2627273;2026-06-10\|2.37\|-4.82\|2.49\|2.51\|2.34\|1394584;2026-06-11\|2.26\|-4.64\|2.35\|2.44\|2.26\|1153243;2026-06-12\|2.28\|0.89\|2.27\|2.33\|2.21\|925750;2026-06-15\|2.31\|1.32\|2.28\|2.36\|2.26\|873665;2026-06-16\|2.26\|-2.16\|2.29\|2.30\|2.24\|641593;2026-06-17\|2.19\|-3.10\|2.25\|2.26\|2.18\|671080;2026-06-18\|2.16\|-1.37\|2.18\|2.19\|2.13\|440592;2026-06-22\|2.15\|-0.46\|2.14\|2.15\|2.07\|557256;2026-06-23\|2.16\|0.47\|2.14\|2.21\|2.12\|497217;2026-06-24\|2.09\|-3.24\|2.16\|2.17\|2.09\|441793;2026-06-25\|2.10\|0.48\|2.08\|2.12\|2.06\|414730;2026-06-26\|2.08\|-0.95\|2.09\|2.13\|2.06\|442783;2026-06-29\|1.99\|-4.33\|1.99\|2.05\|1.93\|671760;2026-06-30\|2.00\|0.50\|1.98\|2.03\|1.95\|522140;2026-07-01\|2.05\|2.50\|1.99\|2.07\|1.98\|624004;2026-07-02\|2.04\|-0.49\|2.05\|2.09\|2.02\|580464;2026-07-03\|2.05\|0.49\|2.05\|2.09\|2.02\|501904;2026-07-06\|2.04\|-0.49\|2.06\|2.08\|2.02\|395102;2026-07-07\|1.98\|-2.94\|2.03\|2.04\|1.97\|421565;2026-07-08\|1.99\|0.51\|1.97\|2.01\|1.95\|382085;2026-07-09\|2.02\|1.51\|1.99\|2.03\|1.97\|481724;2026-07-10\|2.10\|3.96\|2.01\|2.12\|1.96\|920899;2026-07-13\|2.05\|-2.38\|2.09\|2.11\|2.03\|358763
113062	英伟达推出全球首款完全开放的全模态物理AI模型	物理AI+具身智能+机器人训练场行业原因： 1、近日物理AI引发市场关注。中信证券此前研报指出，物理AI是以数据驱动的深度融合物理规律的人工智能技术，有望加速落地具身智能、智能驾驶、工业制造等场景，长期趋势明确。 2、近日，Figure机器人实现近乎48小时的持续高频作业，特斯拉宣布Optimus人形机器人于2026年第二季度启动量产，人形机器人加速落地。公司原因： 1、据2026年4月28日年报，公司中标“广东省具身智能训练场建设项目一期综合调度中心项目”及“深圳国创具身智能机器人公司仿真平台开发服务项目”，实现物理AI一体化工程从0到1突破。 2、据2026年4月28日年报，公司与北京大学深圳研究生院、深圳市人工智能与机器人研究院共建联合实验室，推出具身机器人导览扩展背包、仿真与合成平台、数据采集训练平台三大核心产品线，形成全链条工具链。 3、据2026年5月7日互动易，2026年将聚焦智能制造、能源电力场景，推进物理AI 3D数字孪生产品及解决方案规模化落地，并计划推出多场文化IP运营展项目，拓展To C收入。	公司成功中标“广东省具身智能训练场建设项目一期综合调度中心项目”及“深圳国创具身智能机器人公司仿真平台开发服务项目”，实现了物理AI核心软件产品的独立对外输出	2026-03-03\|30.20\|-5.83\|31.92\|32.55\|30.08\|42127;2026-03-04\|32.40\|7.28\|30.00\|33.15\|29.57\|73442;2026-03-05\|32.00\|-1.23\|32.69\|33.42\|31.80\|44885;2026-03-06\|31.50\|-1.56\|31.67\|32.20\|31.34\|29665;2026-03-09\|32.93\|4.54\|31.01\|32.94\|30.72\|39593;2026-03-10\|33.42\|1.49\|34.00\|34.46\|33.18\|48024;2026-03-11\|32.84\|-1.74\|33.48\|33.90\|32.50\|48814;2026-03-12\|31.98\|-2.62\|32.83\|32.93\|31.87\|26530;2026-03-13\|31.78\|-0.63\|31.75\|32.94\|31.31\|37067;2026-03-16\|31.70\|-0.25\|31.78\|32.10\|31.22\|18784;2026-03-17\|31.50\|-0.63\|31.90\|32.38\|31.26\|27860;2026-03-18\|32.11\|1.94\|31.88\|32.38\|31.56\|20750;2026-03-19\|31.49\|-1.93\|31.91\|32.00\|31.25\|22931;2026-03-20\|30.98\|-1.62\|31.72\|32.38\|30.81\|29183;2026-03-23\|29.08\|-6.13\|30.30\|30.48\|28.66\|46321;2026-03-24\|29.57\|1.69\|29.87\|29.87\|28.66\|21499;2026-03-25\|29.81\|0.81\|29.81\|30.48\|29.70\|24409;2026-03-26\|29.16\|-2.18\|30.07\|30.19\|28.82\|21018;2026-03-27\|29.15\|-0.03\|28.75\|29.40\|28.70\|14752;2026-03-30\|29.20\|0.17\|28.88\|29.28\|28.67\|12470;2026-03-31\|28.41\|-2.71\|29.27\|29.60\|28.35\|14790;2026-04-01\|29.05\|2.25\|29.27\|29.44\|28.78\|13074;2026-04-02\|28.46\|-2.03\|29.03\|29.05\|28.28\|14053;2026-04-03\|28.14\|-1.12\|28.56\|29.02\|28.10\|17317;2026-04-07\|28.47\|1.17\|28.27\|28.53\|28.05\|12379;2026-04-08\|29.96\|5.23\|29.54\|30.02\|29.05\|19080;2026-04-09\|28.70\|-4.21\|29.80\|29.80\|28.62\|18177;2026-04-10\|29.68\|3.41\|28.92\|30.24\|28.92\|22655;2026-04-13\|29.58\|-0.34\|29.70\|30.06\|29.30\|20126;2026-04-14\|31.78\|7.44\|29.98\|31.78\|29.66\|40920;2026-04-15\|31.33\|-1.42\|31.78\|32.18\|31.25\|30719;2026-04-16\|33.43\|6.70\|31.60\|34.10\|31.32\|50268;2026-04-17\|34.00\|1.71\|33.19\|34.38\|33.09\|48674;2026-04-20\|35.10\|3.24\|33.91\|35.27\|33.01\|47288;2026-04-21\|35.77\|1.91\|35.10\|36.33\|34.77\|43514;2026-04-22\|35.39\|-1.06\|35.55\|36.25\|35.30\|28991;2026-04-23\|35.65\|0.73\|35.39\|36.12\|34.72\|31257;2026-04-24\|35.20\|-1.26\|35.78\|36.49\|35.13\|29518;2026-04-27\|35.45\|0.71\|35.43\|36.04\|34.83\|23777;2026-04-28\|35.85\|1.13\|35.07\|35.99\|34.99\|24002;2026-04-29\|35.79\|-0.17\|35.50\|36.10\|34.25\|28134;2026-04-30\|35.65\|-0.39\|35.74\|36.40\|35.54\|17870;2026-05-06\|35.83\|0.50\|35.65\|36.50\|35.60\|26216;2026-05-07\|36.00\|0.47\|35.72\|36.25\|34.19\|43022;2026-05-08\|36.24\|0.67\|35.99\|37.20\|35.65\|27689;2026-05-11\|37.93\|4.66\|36.50\|38.61\|36.31\|45872;2026-05-12\|39.08\|3.03\|37.96\|39.40\|37.21\|57754;2026-05-13\|38.92\|-0.41\|38.90\|39.24\|37.52\|42919;2026-05-14\|37.56\|-3.49\|39.04\|39.83\|37.56\|32440;2026-05-15\|38.35\|2.10\|37.60\|39.76\|37.33\|37794;2026-05-18\|46.02\|20.00\|40.89\|46.02\|40.10\|146720;2026-05-19\|50.94\|10.69\|47.53\|54.00\|45.50\|233219;2026-05-20\|49.46\|-2.91\|48.82\|52.00\|47.36\|176017;2026-05-21\|47.11\|-4.75\|48.88\|50.70\|46.50\|159087;2026-05-22\|47.65\|1.15\|46.90\|49.90\|45.61\|173021;2026-05-25\|51.70\|8.50\|47.02\|51.85\|47.02\|201802;2026-05-26\|50.70\|-1.93\|49.00\|53.70\|47.00\|174627;2026-05-27\|48.60\|-4.14\|50.00\|51.15\|47.70\|120818;2026-05-28\|53.23\|9.53\|48.38\|56.00\|47.96\|169667;2026-05-29\|47.30\|-11.14\|53.23\|53.70\|46.87\|150086;2026-06-01\|47.80\|1.06\|47.23\|50.30\|46.33\|104510;2026-06-02\|44.06\|-7.82\|46.07\|46.98\|43.63\|130199;2026-06-03\|44.40\|0.77\|43.80\|46.19\|42.66\|93362;2026-06-04\|44.36\|-0.09\|43.77\|45.01\|43.28\|62358;2026-06-05\|49.17\|10.84\|48.38\|51.01\|44.36\|191577;2026-06-08\|59.00\|19.99\|49.05\|59.00\|49.05\|289653;2026-06-09\|64.63\|9.54\|61.00\|66.32\|57.26\|377573;2026-06-10\|69.51\|7.55\|63.00\|70.50\|62.10\|324514;2026-06-11\|55.61\|-20.00\|63.50\|64.58\|55.61\|279057;2026-06-12\|59.30\|6.64\|55.00\|65.73\|53.50\|329691;2026-06-15\|58.36\|-1.59\|60.49\|61.44\|57.00\|262632;2026-06-16\|60.69\|3.99\|56.89\|62.88\|56.88\|249830;2026-06-17\|62.11\|2.34\|60.55\|63.00\|59.20\|208988;2026-06-18\|59.24\|-4.62\|62.13\|65.02\|58.58\|226919;2026-06-22\|58.02\|-2.06\|58.00\|63.80\|56.79\|217544;2026-06-23\|55.98\|-3.52\|56.05\|56.85\|53.23\|176059;2026-06-24\|59.22\|5.79\|54.97\|59.99\|53.33\|203642;2026-06-25\|54.20\|-8.48\|57.46\|58.50\|51.48\|220436;2026-06-26\|53.34\|-1.59\|53.61\|55.30\|52.16\|148390;2026-06-29\|50.10\|-6.07\|52.81\|57.33\|49.05\|165565;2026-06-30\|50.16\|0.12\|51.01\|51.49\|47.52\|150030;2026-07-01\|50.18\|0.04\|49.66\|52.75\|49.12\|139282;2026-07-02\|51.00\|1.63\|50.04\|53.25\|49.70\|166607;2026-07-03\|52.08\|2.12\|48.06\|53.99\|46.81\|174088;2026-07-06\|45.44\|-12.75\|51.00\|51.58\|44.85\|155421;2026-07-07\|42.76\|-5.90\|45.01\|46.46\|42.50\|117047;2026-07-08\|41.12\|-3.84\|43.15\|43.18\|40.58\|80518;2026-07-09\|41.00\|-0.29\|41.46\|41.62\|38.99\|75952;2026-07-10\|40.80\|-0.49\|41.03\|42.72\|40.41\|81527;2026-07-13\|37.56\|-7.94\|40.44\|40.44\|37.20\|57406
113061	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	涨停揭秘：长江存储扩产+存储涨价延续，锡膏材料需求结构性增长；涨停缘由：锡膏产品已批量应用于大功率IGBT器件及封测领域，覆盖长江存储供应链多家封测厂，受益于存储芯片扩产及先进封装升级双重驱动；资金逻辑：主力资金连续两日净流入，量价齐升，显示资金押注半导体材料国产替代加速兑现；风险提示：锡膏行业集中度低，价格竞争激烈，下游议价能力偏弱，毛利率提升可持续性存疑	公司锡膏产品已在大功率IGBT器件、封测领域取得客户认可并批量交付	2026-03-03\|46.50\|1.57\|45.99\|49.78\|45.71\|47365;2026-03-04\|46.05\|-0.97\|45.60\|47.86\|45.26\|36636;2026-03-05\|47.52\|3.19\|47.16\|49.03\|45.91\|43111;2026-03-06\|47.81\|0.61\|47.23\|48.58\|47.19\|25397;2026-03-09\|46.16\|-3.45\|47.00\|47.69\|44.63\|34318;2026-03-10\|47.22\|2.30\|46.86\|47.46\|46.68\|19274;2026-03-11\|47.29\|0.15\|47.38\|48.59\|47.02\|32909;2026-03-12\|47.66\|0.78\|47.30\|48.06\|46.35\|26779;2026-03-13\|46.07\|-3.34\|47.67\|48.86\|45.54\|30416;2026-03-16\|45.20\|-1.89\|45.92\|45.92\|44.37\|23074;2026-03-17\|42.22\|-6.59\|45.20\|45.72\|42.00\|26479;2026-03-18\|43.37\|2.72\|42.68\|43.42\|42.41\|18700;2026-03-19\|42.00\|-3.16\|42.93\|43.27\|41.80\|19366;2026-03-20\|41.59\|-0.98\|42.85\|42.98\|41.51\|17502;2026-03-23\|38.70\|-6.95\|40.20\|41.21\|38.28\|23897;2026-03-24\|41.37\|6.90\|40.00\|41.56\|39.40\|33742;2026-03-25\|45.02\|8.82\|41.10\|45.55\|41.10\|42021;2026-03-26\|43.73\|-2.87\|46.20\|47.08\|43.58\|50695;2026-03-27\|43.64\|-0.21\|43.59\|44.66\|42.51\|31736;2026-03-30\|42.33\|-3.00\|43.68\|43.75\|42.00\|22032;2026-03-31\|40.70\|-3.85\|42.40\|42.93\|40.70\|18480;2026-04-01\|41.62\|2.26\|41.94\|42.69\|41.26\|17858;2026-04-02\|41.70\|0.19\|41.61\|42.50\|40.81\|23794;2026-04-03\|41.04\|-1.58\|42.17\|42.97\|41.00\|16374;2026-04-07\|42.41\|3.34\|41.39\|42.88\|41.08\|22151;2026-04-08\|47.20\|11.29\|43.83\|47.35\|43.83\|58992;2026-04-09\|48.65\|3.07\|46.56\|49.49\|46.00\|56609;2026-04-10\|50.92\|4.67\|49.57\|51.88\|48.00\|71784;2026-04-13\|51.90\|1.92\|50.66\|52.11\|49.65\|47477;2026-04-14\|54.38\|4.78\|54.46\|54.98\|52.31\|63969;2026-04-15\|55.20\|1.51\|56.05\|57.68\|54.39\|67552;2026-04-16\|56.99\|3.24\|55.20\|57.50\|44.20\|59746;2026-04-17\|68.39\|20.00\|58.88\|68.39\|57.50\|142779;2026-04-20\|70.25\|2.72\|68.87\|74.01\|65.43\|159070;2026-04-21\|73.11\|4.07\|72.10\|74.74\|70.40\|125673;2026-04-22\|72.39\|-0.98\|74.93\|78.68\|70.92\|96544;2026-04-23\|78.21\|8.04\|73.66\|80.88\|73.00\|100454;2026-04-24\|77.78\|-0.55\|78.67\|79.93\|75.88\|70108;2026-04-27\|75.98\|-2.31\|78.30\|79.21\|74.61\|59836;2026-04-28\|66.77\|-12.12\|71.76\|71.90\|64.20\|107961;2026-04-29\|69.31\|3.80\|67.09\|70.80\|65.81\|68614;2026-04-30\|70.77\|2.11\|71.11\|72.81\|70.01\|46691;2026-05-06\|78.40\|10.78\|73.50\|78.91\|72.48\|72197;2026-05-07\|88.16\|12.45\|78.73\|91.38\|78.73\|96815;2026-05-08\|94.67\|7.38\|86.00\|100.88\|85.87\|110185;2026-05-11\|104.70\|10.59\|98.94\|111.60\|98.94\|109299;2026-05-12\|96.44\|-7.89\|102.62\|103.94\|95.00\|124762;2026-05-13\|100.53\|4.24\|96.24\|103.98\|93.00\|100044;2026-05-14\|100.85\|0.32\|100.60\|105.98\|99.50\|85177;2026-05-15\|107.29\|6.39\|102.87\|115.50\|102.87\|124885;2026-05-18\|116.64\|8.71\|103.92\|119.00\|99.62\|128011;2026-05-19\|117.70\|0.91\|115.00\|119.68\|110.06\|97508;2026-05-20\|133.91\|13.77\|119.50\|134.99\|117.51\|115483;2026-05-21\|84.84\|-7.79\|89.76\|92.60\|83.13\|117247;2026-05-22\|89.24\|5.19\|85.32\|90.51\|80.27\|87812;2026-05-25\|88.20\|-1.17\|87.00\|89.18\|82.68\|74365;2026-05-26\|88.43\|0.26\|86.88\|92.96\|81.27\|82174;2026-05-27\|100.18\|13.29\|87.95\|101.80\|87.01\|123179;2026-05-28\|108.50\|8.31\|102.00\|111.00\|95.60\|120701;2026-05-29\|107.00\|-1.38\|105.10\|117.74\|105.10\|106536;2026-06-01\|108.95\|1.82\|104.29\|115.63\|103.43\|94590;2026-06-02\|112.67\|3.41\|106.00\|117.38\|92.41\|142666;2026-06-03\|114.64\|1.75\|109.99\|117.63\|109.00\|113431;2026-06-04\|137.57\|20.00\|114.00\|137.57\|113.00\|171001;2026-06-05\|119.77\|-12.94\|125.12\|132.79\|118.31\|177362;2026-06-08\|143.49\|19.80\|113.73\|143.72\|113.73\|186573;2026-06-09\|148.00\|3.14\|151.49\|153.15\|140.40\|126837;2026-06-10\|131.30\|-11.28\|142.50\|143.00\|125.98\|113208;2026-06-11\|132.33\|0.78\|132.00\|139.50\|121.00\|103509;2026-06-12\|136.66\|3.27\|136.00\|142.00\|128.80\|86814;2026-06-15\|145.23\|6.27\|142.97\|147.00\|133.00\|91527;2026-06-16\|147.36\|1.47\|145.00\|155.00\|142.00\|92634;2026-06-17\|164.50\|11.63\|144.36\|168.00\|144.36\|94765;2026-06-18\|170.31\|3.53\|163.00\|172.50\|159.00\|68876;2026-06-22\|186.00\|9.21\|171.68\|186.00\|171.68\|68151;2026-06-23\|180.51\|-2.95\|187.00\|190.00\|174.00\|74126;2026-06-24\|200.50\|11.07\|180.01\|203.96\|180.00\|81338;2026-06-25\|202.68\|1.09\|210.50\|225.00\|198.44\|123927;2026-06-26\|207.00\|2.13\|206.34\|220.00\|193.68\|101261;2026-06-29\|177.01\|-14.49\|199.99\|200.00\|170.00\|154731;2026-06-30\|167.33\|-5.47\|176.89\|188.08\|165.81\|160038;2026-07-01\|172.38\|3.02\|167.00\|178.00\|165.00\|110946;2026-07-02\|176.99\|2.67\|165.00\|189.99\|163.00\|110315;2026-07-03\|157.40\|-11.07\|177.80\|181.24\|157.00\|110558;2026-07-06\|140.07\|-11.01\|159.12\|162.00\|138.95\|153801;2026-07-07\|133.55\|-4.65\|142.08\|142.08\|128.49\|118460;2026-07-08\|127.46\|-4.56\|136.00\|137.09\|126.77\|91619;2026-07-09\|138.43\|8.61\|130.00\|138.98\|122.10\|124850;2026-07-10\|131.30\|-5.15\|138.50\|147.66\|131.22\|126943;2026-07-13\|121.77\|-7.26\|128.82\|133.33\|119.10\|90621
113060	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	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\|28.97\|-1.23\|29.34\|30.70\|28.50\|63456770
113059	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	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\|216.64\|0.96\|201.83\|224.57\|201.83\|76214
113058	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	存储芯片+封装测试+资产剥离行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月25日机构调研，公司控股子公司长兴半导体聚焦存储芯片封装测试，具备全栈式能力，其企业级DRAM产品已实现量产和批量交付，主要应用于服务器和数据中心。 2、据2026年6月3日公告，公司拟转让全资子公司西宁盈新置业100%股权，旨在优化资产结构，降低负债规模，回笼资金以聚焦半导体存储等高增长赛道。 3、据2026年6月25日机构调研及2025年年报，公司确立科技、文旅、资管三核驱动战略，已收购长兴半导体56.25%股权并纳入合并报表，正逐步剥离地产业务向科技驱动型企业转型。	公司拟5.2亿元收购长兴半导体60%股权，切入存储芯片领域	2026-03-03\|2.85\|-4.04\|2.97\|2.99\|2.83\|1692562;2026-03-04\|2.89\|1.40\|2.83\|2.96\|2.77\|1245730;2026-03-05\|2.95\|2.08\|2.94\|3.00\|2.93\|1666417;2026-03-06\|2.97\|0.68\|2.92\|3.03\|2.90\|1462443;2026-03-09\|2.99\|0.67\|2.89\|3.01\|2.88\|1686987;2026-03-10\|2.95\|-1.34\|3.04\|3.07\|2.94\|1392226;2026-03-11\|2.98\|1.02\|2.94\|3.00\|2.92\|1253276;2026-03-12\|3.04\|2.01\|2.98\|3.07\|2.95\|2014313;2026-03-13\|3.01\|-0.99\|3.00\|3.16\|2.99\|2581964;2026-03-16\|3.31\|9.97\|3.01\|3.31\|3.01\|3297323;2026-03-17\|3.39\|2.42\|3.46\|3.51\|3.21\|7107211;2026-03-18\|3.30\|-2.65\|3.27\|3.37\|3.23\|3641995;2026-03-19\|3.06\|-7.27\|3.20\|3.21\|3.02\|3160783;2026-03-20\|2.93\|-4.25\|3.00\|3.06\|2.92\|2207994;2026-03-23\|2.86\|-2.39\|2.88\|3.00\|2.84\|2089166;2026-03-24\|3.05\|6.64\|2.93\|3.14\|2.87\|2594839;2026-03-25\|3.06\|0.33\|3.01\|3.13\|2.98\|2161369;2026-03-26\|2.91\|-4.90\|3.01\|3.03\|2.91\|1794953;2026-03-27\|2.95\|1.37\|2.84\|2.97\|2.82\|1326895;2026-03-30\|2.90\|-1.69\|2.90\|2.92\|2.83\|1299895;2026-03-31\|2.83\|-2.41\|2.89\|2.93\|2.82\|1425380;2026-04-01\|2.84\|0.35\|2.91\|2.92\|2.83\|1041410;2026-04-02\|2.71\|-4.58\|2.83\|2.84\|2.70\|1569962;2026-04-03\|2.64\|-2.58\|2.70\|2.72\|2.62\|1101989;2026-04-07\|2.71\|2.65\|2.65\|2.72\|2.63\|1197087;2026-04-08\|2.85\|5.17\|2.76\|2.85\|2.75\|1631733;2026-04-09\|2.77\|-2.81\|2.80\|2.81\|2.75\|1174476;2026-04-10\|2.81\|1.44\|2.79\|2.84\|2.79\|1265601;2026-04-13\|2.83\|0.71\|2.75\|2.85\|2.73\|1030181;2026-04-14\|3.11\|9.89\|2.87\|3.11\|2.83\|2200347;2026-04-15\|2.92\|-6.11\|3.11\|3.20\|2.90\|4220415;2026-04-16\|2.89\|-1.03\|2.87\|2.92\|2.83\|1875542;2026-04-17\|2.86\|-1.04\|2.88\|2.92\|2.85\|1686412;2026-04-20\|2.84\|-0.70\|2.84\|2.86\|2.80\|1374506;2026-04-21\|2.80\|-1.41\|2.84\|2.86\|2.78\|1192286;2026-04-22\|2.79\|-0.36\|2.78\|2.81\|2.76\|926079;2026-04-23\|2.74\|-1.79\|2.82\|2.83\|2.73\|1061026;2026-04-24\|2.72\|-0.73\|2.72\|2.77\|2.69\|990489;2026-04-27\|2.73\|0.37\|2.71\|2.75\|2.68\|845200;2026-04-28\|2.72\|-0.37\|2.73\|2.80\|2.68\|1187719;2026-04-29\|2.81\|3.31\|2.69\|2.89\|2.68\|1954878;2026-04-30\|2.80\|-0.36\|2.80\|2.85\|2.77\|1023963;2026-05-06\|3.08\|10.00\|3.08\|3.08\|3.08\|1645870;2026-05-07\|3.11\|0.97\|3.03\|3.24\|2.97\|6435019;2026-05-08\|3.04\|-2.25\|3.02\|3.11\|3.00\|3264698;2026-05-11\|3.14\|3.29\|3.15\|3.19\|3.10\|3457150;2026-05-12\|3.09\|-1.59\|3.14\|3.14\|3.04\|2285398;2026-05-13\|3.18\|2.91\|3.05\|3.21\|3.03\|3434250;2026-05-14\|3.09\|-2.83\|3.19\|3.20\|3.08\|2048411;2026-05-15\|3.26\|5.50\|3.07\|3.34\|3.06\|4439238;2026-05-18\|3.39\|3.99\|3.31\|3.56\|3.24\|6968197;2026-05-19\|3.33\|-1.77\|3.30\|3.38\|3.24\|3400467;2026-05-20\|3.28\|-1.50\|3.35\|3.40\|3.24\|2759186;2026-05-21\|3.07\|-6.40\|3.27\|3.33\|3.06\|3191598;2026-05-22\|3.13\|1.95\|3.09\|3.18\|3.06\|1809179;2026-05-25\|3.11\|-0.64\|3.10\|3.18\|3.08\|1750740;2026-05-26\|2.89\|-7.07\|3.08\|3.09\|2.81\|2873312;2026-05-27\|2.82\|-2.42\|2.96\|3.17\|2.80\|4166092;2026-05-28\|2.84\|0.71\|2.75\|2.86\|2.70\|2054966;2026-05-29\|2.80\|-1.41\|2.83\|2.89\|2.79\|1842951;2026-06-01\|2.81\|0.36\|2.78\|2.83\|2.75\|1177777;2026-06-02\|2.84\|1.07\|2.82\|2.85\|2.78\|1589370;2026-06-03\|2.87\|1.06\|3.08\|3.08\|2.86\|2703263;2026-06-04\|2.98\|3.83\|2.81\|3.06\|2.80\|2637949;2026-06-05\|2.88\|-3.36\|2.91\|2.92\|2.85\|1784140;2026-06-08\|3.17\|10.07\|2.88\|3.17\|2.88\|5209772;2026-06-09\|3.21\|1.26\|3.17\|3.28\|3.10\|6769178;2026-06-10\|3.06\|-4.67\|3.12\|3.19\|3.02\|3435629;2026-06-11\|2.99\|-2.29\|3.05\|3.10\|2.95\|2221778;2026-06-12\|2.94\|-1.67\|3.05\|3.09\|2.87\|3138357;2026-06-15\|2.97\|1.02\|2.91\|2.98\|2.89\|1881510;2026-06-16\|2.92\|-1.68\|2.97\|2.98\|2.87\|1779847;2026-06-17\|3.01\|3.08\|2.90\|3.05\|2.84\|3398233;2026-06-18\|2.96\|-1.66\|2.98\|2.99\|2.89\|2391007;2026-06-22\|2.89\|-2.36\|2.96\|3.05\|2.82\|2411888;2026-06-23\|2.92\|1.04\|2.85\|3.07\|2.83\|2968562;2026-06-24\|2.98\|2.05\|2.85\|3.01\|2.79\|3268399;2026-06-25\|3.11\|4.36\|3.04\|3.28\|3.00\|5820951;2026-06-26\|3.42\|9.97\|3.17\|3.42\|3.13\|7922525;2026-06-29\|3.18\|-7.02\|3.39\|3.45\|3.08\|6828387;2026-06-30\|3.50\|10.06\|3.21\|3.50\|3.18\|2410959;2026-07-01\|3.85\|10.00\|3.51\|3.85\|3.46\|8405412;2026-07-02\|3.69\|-4.16\|3.78\|3.96\|3.69\|6596847;2026-07-03\|3.60\|-2.44\|3.68\|3.75\|3.57\|4270031;2026-07-06\|3.46\|-3.89\|3.75\|3.85\|3.45\|3509334;2026-07-07\|3.33\|-3.76\|3.48\|3.58\|3.28\|2891659;2026-07-08\|3.17\|-4.80\|3.35\|3.41\|3.16\|3044990;2026-07-09\|3.30\|4.10\|3.20\|3.31\|3.14\|3493695;2026-07-10\|3.63\|10.00\|3.35\|3.63\|3.33\|6036429;2026-07-13\|3.40\|-6.34\|3.50\|3.71\|3.40\|3780294
113057	宇树科技科创板IPO过会；OpenAI官宣进军机器人赛道	电磁线+机器人+新能源汽车行业原因： 1、据证券日报3月17日报道，国家能源局数据显示今年前两个月全社会用电量同比增长6.1%，增速比去年同期提高4.8个百分点。 2、AI算力需求扩张点燃电力行情，市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2025年4月2日公告，公司专注电磁线研发产销，产销量连续多年居国内同行业前列，产品覆盖工业电机、家用电器、新能源、汽车、电动工具、仪器仪表等领域。 2、据2025年8月26日互动易，公司电磁线已用于机器人执行器电机等低压电器领域。 3、据2025年5月13日互动易，公司扁线面向新能源汽车驱动电机需求研发，并与行业领先企业保持紧密协作。	公司是国内电磁线种类最齐全的企业之一，主营业务为电磁线的研发产销；据机构研究，假设特斯拉人形机器人本体线束成本占BOM表总成本的5%，伺服电机线束价值量占单个伺服电机的12%，当特斯拉人形机器人出货量达到100万台时，有望带来90亿元增量市场	2026-03-03\|33.44\|-0.77\|33.70\|35.35\|33.18\|303173;2026-03-04\|34.02\|1.73\|32.95\|34.55\|32.78\|175277;2026-03-05\|34.33\|0.91\|34.09\|35.61\|34.06\|148480;2026-03-06\|34.39\|0.17\|34.25\|34.75\|33.60\|116698;2026-03-09\|33.22\|-3.40\|32.50\|33.84\|32.36\|108154;2026-03-10\|34.53\|3.94\|33.71\|35.07\|33.31\|131379;2026-03-11\|34.87\|0.98\|34.40\|35.10\|34.01\|137075;2026-03-12\|34.10\|-2.21\|35.26\|35.26\|33.51\|118277;2026-03-13\|31.67\|-7.13\|33.83\|33.99\|31.65\|128067;2026-03-16\|32.85\|3.73\|32.46\|34.84\|32.46\|262189;2026-03-17\|30.13\|-8.28\|34.07\|34.16\|30.00\|215043;2026-03-18\|33.14\|9.99\|30.40\|33.14\|30.16\|192229;2026-03-19\|33.37\|0.69\|32.79\|35.30\|32.67\|321188;2026-03-20\|32.01\|-4.08\|33.70\|34.16\|32.00\|146856;2026-03-23\|29.81\|-6.87\|31.55\|32.06\|29.58\|137664;2026-03-24\|30.62\|2.72\|30.60\|30.97\|29.60\|91628;2026-03-25\|31.04\|1.37\|30.70\|31.25\|30.13\|86487;2026-03-26\|29.29\|-5.64\|30.89\|30.89\|29.00\|89814;2026-03-27\|29.90\|2.08\|28.67\|30.38\|28.30\|90888;2026-03-30\|32.89\|10.00\|30.08\|32.89\|29.11\|134022;2026-03-31\|31.31\|-4.80\|33.00\|33.05\|31.31\|118072;2026-04-01\|32.55\|3.96\|31.90\|33.32\|31.08\|147817;2026-04-02\|31.81\|-2.27\|32.23\|32.35\|31.36\|86103;2026-04-03\|33.85\|6.41\|31.78\|34.10\|31.50\|166923;2026-04-07\|34.05\|0.59\|33.50\|36.35\|33.50\|142675;2026-04-08\|36.13\|6.11\|34.89\|36.96\|34.22\|166579;2026-04-09\|36.48\|0.97\|35.30\|37.15\|34.88\|143781;2026-04-10\|37.15\|1.84\|36.51\|37.68\|35.66\|138696;2026-04-13\|40.87\|10.01\|36.74\|40.87\|36.37\|140614;2026-04-14\|42.88\|4.92\|40.82\|43.59\|40.64\|215811;2026-04-15\|46.00\|7.28\|43.00\|46.17\|41.29\|210131;2026-04-16\|50.60\|10.00\|46.10\|50.60\|46.10\|113086;2026-04-17\|51.67\|2.11\|52.00\|52.96\|49.50\|240006;2026-04-20\|50.71\|-1.86\|51.70\|52.68\|49.80\|172752;2026-04-21\|51.40\|1.36\|50.00\|51.61\|48.67\|140900;2026-04-22\|51.75\|0.68\|48.94\|54.25\|48.94\|138021;2026-04-23\|51.84\|0.17\|51.60\|52.80\|49.60\|112785;2026-04-24\|49.80\|-3.94\|51.32\|51.78\|48.50\|100663;2026-04-27\|48.70\|-2.21\|49.78\|49.86\|47.01\|100753;2026-04-28\|48.80\|0.21\|48.70\|49.48\|47.25\|83805;2026-04-29\|47.60\|-2.46\|47.00\|48.88\|46.97\|61977;2026-04-30\|52.36\|10.00\|48.50\|52.36\|47.80\|101922;2026-05-06\|52.50\|0.27\|54.83\|55.50\|52.25\|145433;2026-05-07\|55.87\|6.42\|53.50\|57.08\|52.28\|141238;2026-05-08\|56.99\|2.00\|56.86\|59.78\|55.35\|149405;2026-05-11\|55.80\|-2.09\|56.67\|58.50\|53.50\|189333;2026-05-12\|56.50\|1.25\|54.50\|59.78\|54.42\|141999;2026-05-13\|54.30\|-3.89\|54.65\|55.70\|53.72\|114045;2026-05-14\|52.55\|-3.22\|54.24\|54.98\|52.55\|81191;2026-05-15\|56.60\|7.71\|51.77\|57.81\|51.77\|161672;2026-05-18\|57.76\|2.05\|55.13\|59.30\|53.93\|143708;2026-05-19\|56.44\|-2.29\|57.00\|59.50\|56.00\|91610;2026-05-20\|55.18\|-2.23\|55.12\|55.84\|53.99\|68458;2026-05-21\|55.60\|0.76\|54.63\|60.60\|54.04\|122145;2026-05-22\|57.15\|2.79\|55.73\|58.50\|54.20\|111753;2026-05-25\|53.28\|-6.77\|58.24\|58.93\|52.35\|107799;2026-05-26\|50.30\|-5.59\|52.01\|53.63\|49.26\|103802;2026-05-27\|49.90\|-0.80\|49.99\|53.67\|48.01\|114853;2026-05-28\|50.10\|0.40\|50.16\|50.18\|48.50\|52595;2026-05-29\|48.68\|-2.83\|50.30\|51.59\|48.08\|60273;2026-06-01\|47.00\|-3.45\|48.68\|49.61\|46.85\|69776;2026-06-02\|45.72\|-2.72\|47.01\|47.44\|44.78\|54328;2026-06-03\|44.82\|0.67\|44.67\|46.75\|43.96\|63371;2026-06-04\|42.85\|-4.40\|44.84\|44.88\|41.61\|90867;2026-06-05\|42.16\|-1.61\|42.97\|43.50\|41.08\|56946;2026-06-08\|43.15\|2.35\|41.49\|46.38\|40.80\|137568;2026-06-09\|40.08\|-7.11\|43.15\|45.00\|39.93\|137295;2026-06-10\|37.29\|-6.96\|39.88\|39.97\|36.93\|130475;2026-06-11\|36.24\|-2.82\|37.76\|37.88\|36.10\|67853;2026-06-12\|35.79\|-1.24\|36.95\|38.00\|35.79\|80897;2026-06-15\|37.49\|4.75\|36.47\|38.10\|36.04\|79420;2026-06-16\|38.55\|2.83\|37.68\|38.65\|36.44\|67500;2026-06-17\|37.20\|-3.50\|38.17\|39.31\|37.00\|73889;2026-06-18\|38.36\|3.12\|37.21\|39.51\|36.61\|82110;2026-06-22\|36.40\|-5.11\|38.36\|38.36\|35.80\|76754;2026-06-23\|35.60\|-2.20\|36.49\|37.09\|35.46\|80962;2026-06-24\|37.32\|4.83\|35.44\|38.78\|34.86\|103123;2026-06-25\|34.67\|-7.10\|37.23\|37.88\|34.61\|89299;2026-06-26\|32.70\|-5.68\|35.50\|35.50\|32.70\|65786;2026-06-29\|32.12\|-1.77\|33.00\|34.09\|31.95\|85573;2026-06-30\|32.46\|1.06\|32.54\|33.45\|31.65\|80885;2026-07-01\|34.01\|4.78\|32.30\|34.93\|32.09\|75914;2026-07-02\|37.41\|10.00\|34.51\|37.41\|33.02\|59616;2026-07-03\|34.32\|-8.26\|38.56\|38.57\|33.90\|257751;2026-07-06\|32.04\|-6.64\|34.01\|34.72\|32.01\|150769;2026-07-07\|30.23\|-5.65\|31.84\|32.32\|30.00\|91201;2026-07-08\|28.54\|-5.59\|30.05\|30.23\|28.51\|84516;2026-07-09\|28.32\|-0.77\|28.62\|28.78\|27.15\|96747;2026-07-10\|28.03\|-1.02\|28.04\|28.80\|28.03\|74314;2026-07-13\|26.64\|-4.96\|27.86\|27.86\|26.60\|39280
113056	宇树科技科创板IPO过会；OpenAI官宣进军机器人赛道	机器人+商业航天+海外订单 1、据2026年6月24日投资者关系活动记录表，公司机器人业务聚焦工业场景应用，以柔性自动化产线系统集成为核心，配套开展特种工业机器人、工业AI智能体的研发探索，目前已有订单落地并稳步推进项目交付。 2、据2026年6月4日国泰海通证券研报，公司于2026年5月参股大火箭公司大航跃迁，并与海德利森达成战略合作共拓等静压高端装备，或涉足火箭发动机零部件加工服务，战略布局商业航天。 3、据2026年4月28日年报，公司加速开拓海外市场，2025年全年新增订单12.3亿元，同比增长89%；期末在手订单约24亿元，其中海外在手订单超10亿元，主要来自非洲、印度、东南亚等新兴市场。	公司主要产品为智能装备及生产线，产线中包含了智能打包机器人、智能标识机器人、拆辊机器人、码垛机器人等机器人	2026-03-03\|11.19\|-4.03\|11.66\|11.86\|11.13\|61838;2026-03-04\|11.30\|0.98\|11.15\|11.37\|11.08\|47141;2026-03-05\|11.42\|1.06\|11.61\|11.71\|11.35\|43988;2026-03-06\|11.48\|0.53\|11.60\|11.60\|11.38\|24016;2026-03-09\|11.33\|-1.31\|11.44\|11.44\|11.03\|39941;2026-03-10\|11.70\|3.27\|11.44\|11.72\|11.43\|36697;2026-03-11\|11.48\|-1.88\|11.75\|11.75\|11.48\|27748;2026-03-12\|11.38\|-0.87\|11.40\|11.80\|11.30\|49934;2026-03-13\|11.30\|-0.70\|11.34\|11.62\|11.28\|31431;2026-03-16\|11.12\|-1.59\|11.26\|11.30\|11.10\|24827;2026-03-17\|10.87\|-2.25\|11.13\|11.28\|10.84\|31059;2026-03-18\|10.97\|0.92\|10.89\|11.02\|10.83\|21616;2026-03-19\|10.59\|-3.46\|10.71\|10.97\|10.54\|29844;2026-03-20\|10.23\|-3.40\|10.43\|10.79\|10.22\|40852;2026-03-23\|9.81\|-4.11\|10.13\|10.15\|9.67\|57179;2026-03-24\|10.13\|3.26\|9.90\|10.13\|9.81\|27962;2026-03-25\|10.17\|0.39\|9.83\|10.32\|9.83\|26484;2026-03-26\|9.97\|-1.97\|10.36\|10.36\|9.90\|26504;2026-03-27\|10.14\|1.71\|9.91\|10.19\|9.85\|22104;2026-03-30\|10.10\|-0.39\|10.10\|10.21\|10.03\|18905;2026-03-31\|10.07\|-0.30\|10.17\|10.29\|10.05\|20767;2026-04-01\|10.33\|2.58\|10.12\|10.38\|10.12\|33492;2026-04-02\|10.08\|-2.42\|10.10\|10.36\|10.03\|22671;2026-04-03\|9.94\|-1.39\|10.14\|10.16\|9.85\|18167;2026-04-07\|10.04\|1.01\|9.86\|10.10\|9.86\|20147;2026-04-08\|10.60\|5.58\|10.28\|10.68\|10.28\|32939;2026-04-09\|10.64\|0.38\|10.51\|10.91\|10.51\|37398;2026-04-10\|10.69\|0.47\|10.66\|10.84\|10.65\|20174;2026-04-13\|10.80\|1.03\|10.65\|10.83\|10.48\|37533;2026-04-14\|11.08\|2.59\|10.85\|11.18\|10.73\|47690;2026-04-15\|10.80\|-2.53\|11.09\|11.19\|10.76\|29998;2026-04-16\|10.94\|1.30\|10.84\|11.00\|10.73\|25571;2026-04-17\|11.02\|0.73\|10.96\|11.06\|10.80\|23250;2026-04-20\|11.40\|3.45\|11.13\|11.76\|11.10\|78053;2026-04-21\|12.11\|6.23\|11.33\|12.18\|11.33\|110085;2026-04-22\|11.72\|-3.22\|12.15\|12.15\|11.69\|105834;2026-04-23\|11.87\|1.28\|11.67\|12.42\|11.33\|144931;2026-04-24\|11.32\|-4.63\|11.61\|11.84\|11.28\|105521;2026-04-27\|11.36\|0.35\|11.23\|11.48\|11.23\|52651;2026-04-28\|11.40\|0.35\|11.35\|11.53\|11.21\|67917;2026-04-29\|11.38\|-0.18\|11.37\|11.53\|11.25\|51713;2026-04-30\|11.96\|5.10\|11.38\|12.03\|11.30\|76001;2026-05-06\|12.11\|1.25\|12.19\|12.24\|11.97\|56411;2026-05-07\|12.70\|4.87\|12.04\|12.95\|12.04\|92591;2026-05-08\|12.81\|0.87\|12.73\|12.92\|12.52\|67586;2026-05-11\|12.66\|-1.17\|12.90\|12.91\|12.54\|63844;2026-05-12\|12.27\|-3.08\|12.66\|12.69\|12.25\|50753;2026-05-13\|12.33\|0.49\|12.30\|12.82\|12.10\|94691;2026-05-14\|12.61\|2.27\|12.33\|12.79\|12.14\|72043;2026-05-15\|12.51\|-0.79\|12.56\|12.82\|12.42\|64973;2026-05-18\|12.10\|-3.28\|12.50\|12.51\|11.90\|73727;2026-05-19\|11.96\|-1.16\|12.10\|12.23\|11.83\|47446;2026-05-20\|11.87\|-0.75\|11.92\|11.98\|11.65\|37946;2026-05-21\|11.36\|-4.30\|11.92\|12.09\|11.30\|54557;2026-05-22\|11.79\|3.79\|11.51\|11.93\|11.24\|54194;2026-05-25\|11.20\|-5.00\|11.72\|11.81\|11.12\|52129;2026-05-26\|10.95\|-2.23\|11.14\|11.20\|10.87\|50434;2026-05-27\|10.55\|-3.65\|10.96\|10.96\|10.48\|50539;2026-05-28\|10.49\|-0.57\|10.48\|10.66\|10.22\|52610;2026-05-29\|10.25\|-2.29\|10.50\|10.65\|10.20\|52438;2026-06-01\|10.27\|0.20\|10.38\|10.38\|10.16\|36531;2026-06-02\|10.54\|2.63\|10.20\|10.74\|9.99\|71230;2026-06-03\|11.59\|9.96\|10.44\|11.59\|10.32\|93380;2026-06-04\|12.75\|10.01\|11.48\|12.75\|11.35\|149320;2026-06-05\|14.03\|10.04\|13.55\|14.03\|12.58\|353778;2026-06-08\|15.43\|9.98\|14.28\|15.43\|13.58\|754236;2026-06-09\|15.80\|2.40\|15.25\|16.18\|14.30\|796637;2026-06-10\|14.22\|-10.00\|14.87\|15.16\|14.22\|346219;2026-06-11\|12.80\|-9.99\|13.03\|13.66\|12.80\|504145;2026-06-12\|12.02\|-6.09\|12.80\|13.25\|11.90\|531492;2026-06-15\|12.63\|5.07\|12.00\|12.67\|11.85\|350694;2026-06-16\|13.01\|3.01\|12.55\|13.10\|12.33\|292762;2026-06-17\|12.74\|-2.08\|12.96\|13.08\|12.65\|247983;2026-06-18\|12.93\|1.49\|12.60\|13.19\|12.59\|225444;2026-06-22\|12.75\|-1.39\|12.80\|12.94\|12.39\|210878;2026-06-23\|12.90\|1.18\|12.82\|13.36\|12.69\|294161;2026-06-24\|12.89\|-0.08\|12.65\|13.03\|12.17\|227138;2026-06-25\|12.10\|-6.13\|12.85\|12.85\|11.97\|240269;2026-06-26\|12.23\|1.07\|12.00\|12.99\|11.85\|226278;2026-06-29\|11.85\|-3.11\|12.13\|12.16\|11.50\|178851;2026-06-30\|12.10\|2.11\|11.81\|12.12\|11.70\|112190;2026-07-01\|12.48\|3.14\|12.00\|12.65\|11.97\|142286;2026-07-02\|13.73\|10.02\|12.40\|13.73\|12.08\|246844;2026-07-03\|14.56\|6.05\|13.94\|15.00\|13.18\|578524;2026-07-06\|14.38\|-1.24\|13.56\|15.20\|13.56\|454126;2026-07-07\|14.18\|-1.39\|14.28\|15.10\|14.10\|343941;2026-07-08\|13.15\|-7.26\|13.90\|14.24\|13.06\|373438;2026-07-09\|12.75\|-3.04\|13.39\|13.52\|12.17\|259601;2026-07-10\|12.83\|0.63\|12.75\|13.63\|12.51\|217780;2026-07-13\|11.55\|-9.98\|12.69\|12.86\|11.55\|141366
113055	宇树科技科创板IPO过会；OpenAI官宣进军机器人赛道	人形机器人+工业机器人出货量第一+一季报增长行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月5日投资者关系活动记录表，2026年第一季度公司工业机器人市占率同比进一步提升，位居中国机器人市场出货量第一，同时公司一季度实现归母净利润9,783.67万元，同比增长674.64%；据2026年6月5日投资者关系活动记录表，公司已对部分产品进行价格调整以传导原材料成本上涨影响。 2、据2025年7月1日互动易，公司参股的埃斯顿酷卓发布了第二代人形机器人Codroid 02，从自主核心部件、智能架构创新、全场景工业落地三个维度展现其在具身智能领域的成果；据2026年6月2日互动易，埃斯顿酷卓开展人形机器人业务。 3、据2026年6月5日投资者关系活动记录表，公司推出全新一代iER系列智能化工业机器人产品，构建工业级大模型与深度学习框架支撑的具身智能底座，并将AI技术融入焊接、打磨等场景的智能化解决方案。 4、据2026年6月23日公告，为优化管理架构、提升经营效率，公司拟吸收合并全资子公司南京埃斯顿自动控制技术有限公司。	国产工业机器人龙头；公司通过参股埃斯顿酷卓对人形机器人产品进行前期布局，酷卓的首发人形机器人CODROID 01已于今年工博会上进行展示，并正在进行下一轮的设计与小批量工业场景验证，配合工业机器人在智能生产线和智能工厂中进行应用	2026-03-03\|21.74\|-4.57\|22.89\|23.13\|21.72\|224273;2026-03-04\|21.55\|-0.87\|21.55\|21.90\|21.40\|156437;2026-03-05\|21.99\|2.04\|22.26\|22.30\|21.82\|151981;2026-03-06\|22.23\|1.09\|21.86\|22.40\|21.76\|129558;2026-03-09\|21.88\|-1.57\|21.90\|22.00\|21.25\|192218;2026-03-10\|22.34\|2.10\|22.10\|22.41\|22.08\|149816;2026-03-11\|22.35\|0.04\|22.37\|22.75\|22.35\|150306;2026-03-12\|22.01\|-1.52\|22.33\|22.39\|21.87\|120152;2026-03-13\|21.94\|-0.32\|21.75\|21.96\|21.36\|182649;2026-03-16\|21.94\|0.00\|21.73\|21.94\|21.50\|136037;2026-03-17\|21.82\|-0.55\|22.05\|22.24\|21.80\|145483;2026-03-18\|21.71\|-0.50\|21.82\|21.97\|21.45\|100120;2026-03-19\|21.00\|-3.27\|21.40\|21.44\|20.91\|120703;2026-03-20\|20.42\|-2.76\|20.99\|21.20\|20.41\|117466;2026-03-23\|19.78\|-3.13\|20.20\|20.66\|19.62\|168760;2026-03-24\|20.01\|1.16\|20.15\|20.20\|19.46\|122691;2026-03-25\|20.28\|1.35\|20.01\|20.33\|20.01\|112334;2026-03-26\|20.09\|-0.94\|20.30\|20.48\|19.98\|102023;2026-03-27\|20.13\|0.20\|19.78\|20.28\|19.70\|85973;2026-03-30\|20.13\|0.00\|19.88\|20.25\|19.78\|78595;2026-03-31\|20.03\|-0.50\|20.19\|20.43\|20.00\|97100;2026-04-01\|20.25\|1.10\|20.31\|20.36\|20.11\|82257;2026-04-02\|19.78\|-2.32\|20.19\|20.21\|19.70\|92905;2026-04-03\|19.49\|-1.47\|19.84\|19.98\|19.48\|71455;2026-04-07\|19.41\|-0.41\|19.54\|19.60\|19.21\|69680;2026-04-08\|20.50\|5.62\|19.91\|20.50\|19.88\|167378;2026-04-09\|20.04\|-2.24\|20.27\|20.28\|20.01\|93130;2026-04-10\|20.47\|2.15\|20.28\|20.72\|20.23\|122892;2026-04-13\|20.63\|0.78\|20.35\|20.75\|20.28\|107097;2026-04-14\|20.91\|1.36\|20.77\|20.93\|20.69\|104135;2026-04-15\|20.72\|-0.91\|21.12\|21.16\|20.69\|98158;2026-04-16\|20.97\|1.21\|20.81\|21.02\|20.81\|97517;2026-04-17\|21.37\|1.91\|21.00\|21.42\|20.81\|150475;2026-04-20\|21.43\|0.28\|21.37\|21.58\|21.25\|123882;2026-04-21\|21.18\|-1.17\|21.35\|21.41\|20.97\|109961;2026-04-22\|21.18\|0.00\|21.04\|21.24\|20.99\|88920;2026-04-23\|20.87\|-1.46\|21.25\|21.35\|20.80\|100936;2026-04-24\|20.62\|-1.20\|20.76\|20.95\|20.43\|90304;2026-04-27\|20.95\|1.60\|20.60\|21.17\|20.54\|96026;2026-04-28\|20.38\|-2.72\|20.91\|20.92\|20.25\|99554;2026-04-29\|20.80\|2.06\|20.34\|20.84\|20.27\|101437;2026-04-30\|21.87\|5.14\|21.51\|22.09\|21.51\|331035;2026-05-06\|22.83\|4.39\|22.31\|23.30\|22.28\|379966;2026-05-07\|23.46\|2.76\|23.11\|23.47\|22.76\|294079;2026-05-08\|24.08\|2.64\|23.25\|24.51\|23.12\|449539;2026-05-11\|24.23\|0.62\|24.09\|24.41\|23.62\|412443;2026-05-12\|24.57\|1.40\|24.19\|24.74\|24.03\|352522;2026-05-13\|24.20\|-1.51\|24.43\|24.51\|24.02\|300117;2026-05-14\|23.74\|-1.90\|24.18\|24.45\|23.72\|286303;2026-05-15\|25.43\|7.12\|23.67\|26.11\|23.67\|881468;2026-05-18\|26.07\|2.52\|25.43\|26.56\|25.15\|742760;2026-05-19\|26.86\|3.03\|26.00\|26.96\|25.80\|599551;2026-05-20\|26.10\|-2.83\|26.60\|26.79\|26.00\|492776;2026-05-21\|28.70\|9.96\|26.39\|28.71\|26.16\|1117283;2026-05-22\|29.07\|1.29\|28.35\|29.33\|27.50\|1216899;2026-05-25\|28.61\|-1.58\|28.86\|30.50\|28.15\|1023029;2026-05-26\|30.03\|4.96\|28.61\|30.45\|28.46\|1197984;2026-05-27\|28.43\|-5.33\|28.90\|30.18\|28.25\|940358;2026-05-28\|28.32\|-0.39\|28.20\|28.71\|27.32\|844706;2026-05-29\|27.72\|-2.12\|28.32\|29.87\|27.54\|676894;2026-06-01\|26.77\|-3.43\|27.55\|27.88\|26.75\|540280;2026-06-02\|26.96\|0.71\|27.26\|28.17\|26.92\|476597;2026-06-03\|29.04\|7.72\|26.98\|29.66\|26.54\|1073894;2026-06-04\|29.49\|1.55\|28.50\|30.77\|28.38\|915894;2026-06-05\|31.02\|5.19\|29.47\|32.00\|28.11\|960223;2026-06-08\|34.12\|9.99\|30.40\|34.12\|30.36\|1128946;2026-06-09\|37.53\|9.99\|36.01\|37.53\|35.20\|758854;2026-06-10\|35.80\|-4.61\|39.66\|39.90\|35.31\|1940058;2026-06-11\|33.35\|-6.84\|35.00\|35.64\|32.90\|1165708;2026-06-12\|32.22\|-3.39\|33.74\|35.68\|32.06\|1129970;2026-06-15\|33.23\|3.13\|32.79\|33.39\|31.87\|891381;2026-06-16\|33.90\|2.02\|33.12\|34.83\|32.30\|1082932;2026-06-17\|33.18\|-2.12\|33.68\|34.28\|32.80\|783462;2026-06-18\|36.50\|10.01\|33.53\|36.50\|33.29\|729035;2026-06-22\|37.19\|1.89\|36.60\|38.05\|35.58\|1374105;2026-06-23\|38.25\|2.85\|36.45\|38.99\|35.01\|1326180;2026-06-24\|37.62\|-1.65\|37.20\|38.99\|36.62\|1083085;2026-06-25\|36.87\|-1.99\|37.41\|39.80\|35.45\|1233381;2026-06-26\|34.67\|-5.97\|35.80\|36.88\|34.58\|967452;2026-06-29\|33.94\|-2.11\|35.02\|36.23\|32.93\|792023;2026-06-30\|37.33\|9.99\|34.63\|37.33\|33.48\|686300;2026-07-01\|41.06\|9.99\|39.01\|41.06\|39.01\|541481;2026-07-02\|40.70\|-0.88\|42.81\|42.81\|39.05\|1756094;2026-07-03\|44.77\|10.00\|42.02\|44.77\|41.02\|1267428;2026-07-06\|46.03\|2.81\|45.11\|48.30\|45.11\|1932551;2026-07-07\|49.00\|6.45\|45.69\|49.00\|44.88\|1760017;2026-07-08\|44.10\|-10.00\|45.61\|46.30\|44.10\|260794;2026-07-09\|41.53\|-5.83\|39.69\|42.06\|39.69\|1744642;2026-07-10\|42.78\|3.01\|40.34\|43.98\|40.30\|1509682;2026-07-13\|38.50\|-10.00\|40.00\|40.65\|38.50\|796344

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