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
112904	英伟达推出全球首款完全开放的全模态物理AI模型	股权受让+工业AI大模型+矿山无人驾驶 1、据2026年6月22日公告，公司股东魏臻等11名自然人将其合计持有的合肥华臻100%股权转让给芯望投资，转让总价2.37亿元，芯望投资通过合肥华臻间接持有公司9.47%股份。 2、据2026年4月23日年报，公司“盛视F1.0工业视觉大模型”完成与DeepSeek系列大模型的深度融合，入选“2025年度安徽省工业大模型”名单，其AI创新实践入选2025世界制造业大会“十诸葛”场景案例。 3、据2026年5月28日及6月12日公告，公司近期分别中标四川里伍铜业中咀铜矿2600m运矿隧道电机车无人驾驶系统项目和中铁三局南京港龙潭港区铁路专用线扩能增效项目，合计金额3543.91万元，系公司无人驾驶技术在矿隧与港口铁路场景的典型落地。	公司自研“盛视F1.0工业视觉大模型”已对接DeepSeek-R1、DeepSeek-V3、Janus-Pro等系列大模型，推动矿山、铁路等工业场景智能化升级	2026-03-03\|35.00\|-5.53\|36.47\|37.62\|33.74\|32951;2026-03-04\|34.67\|-0.94\|34.50\|35.55\|34.10\|20665;2026-03-05\|34.95\|0.81\|35.25\|35.60\|34.10\|31876;2026-03-06\|35.70\|2.15\|34.57\|35.87\|34.50\|16378;2026-03-09\|34.98\|-2.02\|35.68\|35.68\|33.90\|18815;2026-03-10\|36.28\|3.72\|35.32\|36.73\|35.19\|17392;2026-03-11\|35.04\|-3.42\|35.75\|36.67\|34.89\|15948;2026-03-12\|35.93\|2.54\|35.07\|36.64\|35.05\|21747;2026-03-13\|35.12\|-2.25\|36.01\|36.20\|35.00\|14082;2026-03-16\|38.62\|9.97\|35.80\|39.63\|35.20\|47206;2026-03-17\|36.30\|-6.01\|38.76\|39.49\|36.11\|34881;2026-03-18\|37.63\|3.66\|36.66\|37.68\|35.75\|20770;2026-03-19\|37.57\|-0.16\|37.50\|39.20\|37.00\|33547;2026-03-20\|37.83\|0.69\|38.07\|38.40\|36.18\|26719;2026-03-23\|34.41\|-9.04\|37.01\|37.37\|34.01\|25499;2026-03-24\|37.09\|7.79\|36.00\|37.13\|34.60\|23721;2026-03-25\|37.04\|-0.13\|38.00\|38.00\|36.56\|16091;2026-03-26\|35.64\|-3.78\|36.79\|37.40\|35.44\|14372;2026-03-27\|35.79\|0.42\|35.25\|36.48\|35.09\|10424;2026-03-30\|35.78\|-0.03\|35.49\|37.00\|35.15\|13755;2026-03-31\|36.32\|1.51\|36.17\|37.35\|35.35\|20813;2026-04-01\|36.20\|-0.33\|36.50\|37.28\|35.80\|10966;2026-04-02\|35.53\|-1.85\|35.96\|36.00\|34.90\|14194;2026-04-03\|36.30\|2.17\|35.70\|36.68\|34.80\|15852;2026-04-07\|37.32\|2.81\|36.39\|38.97\|36.39\|31699;2026-04-08\|38.70\|3.70\|38.08\|38.88\|36.91\|39808;2026-04-09\|37.86\|-2.17\|38.12\|38.80\|36.85\|25011;2026-04-10\|38.32\|1.22\|38.04\|38.69\|37.49\|21118;2026-04-13\|37.73\|-1.54\|38.00\|38.00\|36.70\|23769;2026-04-14\|37.44\|-0.77\|38.11\|38.38\|36.90\|32007;2026-04-15\|37.10\|-0.91\|37.43\|38.50\|36.78\|35991;2026-04-16\|38.17\|2.88\|37.10\|38.46\|36.37\|32327;2026-04-17\|39.30\|2.96\|38.50\|39.80\|38.09\|39483;2026-04-20\|38.83\|-1.20\|39.40\|40.90\|38.49\|40017;2026-04-21\|40.20\|3.53\|38.83\|40.80\|38.30\|41260;2026-04-22\|41.85\|4.10\|39.83\|43.34\|39.82\|59833;2026-04-23\|41.20\|-1.55\|40.50\|42.37\|38.50\|69488;2026-04-24\|40.25\|-2.31\|40.01\|41.20\|39.70\|25667;2026-04-27\|38.54\|-4.25\|40.10\|40.26\|38.50\|24731;2026-04-28\|39.49\|2.46\|38.71\|39.73\|37.92\|23880;2026-04-29\|40.40\|2.30\|39.70\|40.82\|39.02\|22966;2026-04-30\|40.60\|0.49\|40.66\|41.20\|39.73\|23670;2026-05-06\|40.36\|-0.59\|40.61\|41.19\|39.54\|20059;2026-05-07\|41.63\|3.15\|39.89\|43.26\|39.89\|43822;2026-05-08\|41.33\|-0.72\|42.00\|42.00\|40.50\|29369;2026-05-11\|41.40\|0.17\|41.69\|42.70\|41.25\|35599;2026-05-12\|40.40\|-2.42\|41.79\|42.25\|40.02\|31608;2026-05-13\|38.43\|-4.88\|40.88\|40.88\|37.90\|55764;2026-05-14\|38.53\|0.26\|38.43\|40.10\|38.04\|37821;2026-05-15\|39.00\|1.22\|38.70\|39.65\|37.00\|39882;2026-05-18\|38.79\|-0.54\|38.67\|38.97\|37.90\|20022;2026-05-19\|37.58\|-3.12\|39.37\|39.37\|37.08\|22660;2026-05-20\|37.18\|-1.06\|37.40\|37.55\|36.50\|20342;2026-05-21\|35.06\|-5.70\|37.00\|37.32\|34.80\|32839;2026-05-22\|37.07\|5.73\|35.06\|37.71\|35.06\|29858;2026-05-25\|35.96\|-2.99\|36.88\|38.07\|35.85\|21365;2026-05-26\|35.88\|-0.22\|36.36\|36.40\|35.10\|20678;2026-05-27\|35.30\|-1.62\|36.46\|36.50\|34.93\|19158;2026-05-28\|35.61\|0.88\|35.45\|36.18\|34.45\|12554;2026-05-29\|34.21\|-3.93\|35.01\|35.77\|33.97\|20430;2026-06-01\|35.17\|2.81\|34.21\|36.30\|34.21\|19575;2026-06-02\|35.07\|-0.28\|34.01\|35.52\|33.89\|14923;2026-06-03\|35.89\|2.34\|35.01\|35.98\|34.41\|38101;2026-06-04\|33.23\|-7.41\|35.89\|35.89\|32.54\|38391;2026-06-05\|37.39\|12.52\|33.23\|39.88\|33.23\|92930;2026-06-08\|34.99\|-6.42\|36.87\|38.40\|34.42\|58211;2026-06-09\|36.22\|3.52\|35.83\|36.63\|34.35\|28919;2026-06-10\|35.46\|-2.10\|36.18\|36.35\|34.25\|20474;2026-06-11\|34.82\|-1.80\|36.08\|36.08\|34.02\|14873;2026-06-12\|35.38\|1.61\|35.19\|35.87\|34.46\|20257;2026-06-15\|36.04\|1.87\|35.68\|36.38\|35.35\|16593;2026-06-16\|35.43\|-1.69\|36.04\|36.67\|35.10\|27408;2026-06-17\|36.88\|4.09\|35.90\|37.10\|34.88\|28546;2026-06-18\|37.17\|0.79\|35.61\|38.19\|35.61\|19595;2026-06-22\|44.60\|19.99\|41.28\|44.60\|40.28\|46070;2026-06-23\|47.66\|6.86\|50.87\|53.38\|46.00\|121401;2026-06-24\|40.54\|-14.94\|48.20\|48.99\|39.08\|128231;2026-06-25\|35.80\|-11.69\|38.87\|39.60\|35.70\|88560;2026-06-26\|33.00\|-7.82\|35.21\|35.34\|32.61\|52259;2026-06-29\|31.61\|-4.21\|32.75\|32.75\|30.68\|43448;2026-06-30\|33.30\|5.35\|31.88\|33.61\|31.02\|32513;2026-07-01\|31.89\|-4.23\|33.90\|33.90\|31.65\|33620;2026-07-02\|31.92\|0.09\|31.90\|33.49\|31.55\|25681;2026-07-03\|32.00\|0.25\|32.48\|33.22\|31.63\|19816;2026-07-06\|30.78\|-3.81\|31.99\|32.33\|30.20\|22186;2026-07-07\|29.82\|-3.12\|31.77\|31.77\|29.43\|16844;2026-07-08\|29.15\|-1.88\|30.68\|30.68\|28.95\|12900;2026-07-09\|30.29\|3.91\|29.48\|30.92\|28.98\|18358;2026-07-10\|29.65\|-2.11\|27.54\|30.55\|27.54\|1851362;2026-07-13\|28.79\|-2.90\|30.00\|30.01\|28.24\|1963343
112903	英伟达推出全球首款完全开放的全模态物理AI模型	AI智能体+信创+一季报增长行业原因：据证券时报，受Okta和Snowflake强劲业绩的推动，美股软件股上周大幅飙升，这表明一些公司抵御人工智能颠覆的能力超出了华尔街的预期。推动本轮反弹的核心逻辑在于，华尔街开始重新审视软件行业，尤其是与人工智能深度绑定的企业。公司原因： 1、据2026年3月31日年报，公司推出以“大模型+小模型+智能体”为架构的泛微数智大脑Xiaoe.AI，已落地智能商机助理、智能合同助手、标讯雷达等业务场景，为业务系统提供智能服务基座。 2、据2026年4月30日公告，公司2026年一季度实现归母净利润6213.08万元，同比增长137.91%。 3、据2026年3月31日年报，公司政务信创平台提供全栈式信创生态体系，全面兼容国内主流软硬件厂商产品，可满足各级党政机关及企事业单位的协同办公需求；公司是国内领先的协同管理软件厂商，已为87个行业超过8万多家客户提供服务。	公司主营协同管理和移动办公软件，腾讯为公司第五大股东，公司旗下所有产品全面接入DeepSeek大模型，借助泛微2024年发布的数智大脑Xiaoe.AI，可快捷方便为客户搭建“DeepSeek大模型+专业小模型+智能体”的数智底座	2026-03-03\|43.25\|-4.61\|45.52\|45.62\|43.10\|68656;2026-03-04\|42.47\|-1.80\|42.96\|43.52\|42.13\|56481;2026-03-05\|42.44\|-0.07\|43.10\|43.26\|42.14\|54613;2026-03-06\|43.17\|1.72\|42.39\|43.21\|42.00\|66856;2026-03-09\|43.60\|1.00\|42.52\|43.67\|41.80\|77513;2026-03-10\|44.23\|1.45\|43.99\|44.49\|43.31\|82967;2026-03-11\|45.98\|3.96\|44.55\|46.98\|43.87\|139083;2026-03-12\|44.40\|-3.44\|45.53\|45.55\|44.25\|86088;2026-03-13\|43.10\|-2.93\|43.90\|44.16\|43.07\|55171;2026-03-16\|43.39\|0.67\|42.90\|43.39\|42.29\|42863;2026-03-17\|42.51\|-2.03\|43.46\|43.50\|42.51\|35869;2026-03-18\|43.17\|1.55\|42.48\|43.28\|42.43\|30551;2026-03-19\|41.83\|-3.10\|42.60\|42.90\|41.81\|38687;2026-03-20\|40.51\|-3.16\|42.00\|42.46\|40.51\|40204;2026-03-23\|38.00\|-6.20\|39.83\|39.95\|37.65\|62546;2026-03-24\|38.97\|2.55\|38.63\|39.02\|37.85\|40818;2026-03-25\|39.76\|2.03\|38.95\|39.92\|38.94\|30244;2026-03-26\|39.04\|-1.81\|39.58\|39.90\|38.78\|26533;2026-03-27\|39.43\|1.00\|38.40\|39.44\|38.37\|23698;2026-03-30\|39.50\|0.18\|38.80\|39.52\|38.62\|24868;2026-03-31\|43.45\|10.00\|42.47\|43.45\|41.62\|63537;2026-04-01\|46.44\|6.88\|44.25\|46.80\|43.66\|204888;2026-04-02\|44.24\|-4.74\|45.15\|45.30\|43.52\|110770;2026-04-03\|44.85\|1.38\|44.03\|45.28\|43.65\|86083;2026-04-07\|45.19\|0.76\|44.61\|45.62\|44.06\|80603;2026-04-08\|47.50\|5.11\|46.10\|47.58\|45.31\|136533;2026-04-09\|46.07\|-3.01\|46.50\|46.98\|45.63\|94747;2026-04-10\|44.94\|-2.45\|46.42\|46.53\|44.87\|83360;2026-04-13\|44.26\|-1.51\|43.88\|44.79\|43.88\|53188;2026-04-14\|44.61\|0.79\|45.00\|45.43\|43.91\|58955;2026-04-15\|43.40\|-2.71\|44.51\|44.60\|43.10\|69050;2026-04-16\|44.32\|2.12\|43.33\|45.01\|43.33\|108145;2026-04-17\|43.82\|-1.13\|44.02\|44.17\|43.14\|62120;2026-04-20\|43.83\|0.02\|43.50\|44.40\|43.31\|60245;2026-04-21\|42.66\|-2.67\|43.53\|43.78\|42.11\|72431;2026-04-22\|45.30\|6.19\|42.49\|45.38\|41.89\|185024;2026-04-23\|46.91\|3.55\|44.77\|47.47\|44.61\|249547;2026-04-24\|46.00\|-1.94\|45.82\|46.79\|45.15\|93984;2026-04-27\|45.13\|-1.89\|46.00\|46.58\|45.01\|81918;2026-04-28\|43.60\|-3.39\|45.00\|45.07\|43.30\|63527;2026-04-29\|45.24\|3.76\|43.01\|45.47\|42.91\|66704;2026-04-30\|45.55\|0.69\|46.50\|47.56\|45.25\|104140;2026-05-06\|45.80\|0.55\|46.17\|46.64\|45.65\|110607;2026-05-07\|49.11\|7.23\|46.45\|49.69\|45.81\|203565;2026-05-08\|48.62\|-1.00\|49.26\|49.95\|48.25\|143439;2026-05-11\|49.65\|2.12\|48.20\|49.99\|48.18\|126940;2026-05-12\|48.00\|-3.32\|49.65\|49.65\|47.75\|95341;2026-05-13\|47.91\|-0.19\|47.31\|48.45\|46.92\|66761;2026-05-14\|45.72\|-4.57\|48.39\|48.45\|45.52\|78947;2026-05-15\|46.90\|2.58\|45.80\|49.00\|45.80\|121732;2026-05-18\|47.42\|1.11\|46.87\|48.07\|46.21\|98417;2026-05-19\|48.91\|3.14\|47.70\|49.20\|47.34\|119244;2026-05-20\|48.92\|0.02\|48.35\|49.53\|48.11\|98869;2026-05-21\|38.50\|-5.41\|40.92\|41.03\|37.12\|123663;2026-05-22\|38.40\|-0.26\|38.38\|38.90\|37.42\|85270;2026-05-25\|39.49\|2.84\|38.55\|39.96\|38.23\|82156;2026-05-26\|37.26\|-5.65\|39.00\|39.20\|36.35\|106286;2026-05-27\|36.69\|-1.53\|36.86\|37.50\|35.76\|70902;2026-05-28\|37.09\|1.09\|36.38\|37.22\|35.60\|66675;2026-05-29\|36.64\|-1.21\|37.31\|37.74\|36.19\|55830;2026-06-01\|40.30\|9.99\|36.64\|40.30\|36.64\|131416;2026-06-02\|42.08\|4.42\|41.50\|42.13\|39.55\|242389;2026-06-03\|39.81\|-5.39\|41.20\|42.67\|39.24\|251244;2026-06-04\|37.46\|-5.90\|39.00\|39.52\|37.00\|203120;2026-06-05\|39.94\|6.62\|37.20\|41.21\|37.01\|220209;2026-06-08\|41.15\|3.03\|38.33\|41.93\|38.33\|232488;2026-06-09\|45.27\|10.01\|41.40\|45.27\|40.25\|266028;2026-06-10\|45.70\|0.95\|45.00\|48.58\|43.66\|402163;2026-06-11\|45.56\|-0.31\|45.00\|45.69\|44.01\|233270;2026-06-12\|47.61\|4.50\|45.11\|48.20\|44.66\|311581;2026-06-15\|49.25\|3.44\|47.13\|49.53\|46.25\|224974;2026-06-16\|44.33\|-9.99\|48.30\|48.96\|44.33\|252952;2026-06-17\|41.18\|-7.11\|43.45\|43.77\|40.45\|308554;2026-06-18\|39.77\|-3.42\|40.50\|41.38\|39.39\|253057;2026-06-22\|38.18\|-4.00\|39.68\|40.15\|36.87\|232566;2026-06-23\|37.02\|-3.04\|37.96\|38.25\|36.74\|127821;2026-06-24\|35.76\|-3.40\|36.97\|37.02\|35.40\|129729;2026-06-25\|33.76\|-5.59\|35.50\|35.89\|33.42\|154637;2026-06-26\|32.55\|-3.58\|33.42\|34.59\|32.50\|151881;2026-06-29\|34.18\|5.01\|32.71\|35.81\|32.71\|153446;2026-06-30\|36.07\|5.53\|34.13\|36.30\|34.10\|212628;2026-07-01\|36.13\|0.17\|36.00\|36.87\|34.45\|209317;2026-07-02\|35.58\|-1.52\|36.45\|37.20\|35.51\|135583;2026-07-03\|34.89\|-1.94\|35.47\|35.75\|34.37\|118978;2026-07-06\|36.87\|5.67\|34.54\|36.98\|34.53\|213202;2026-07-07\|35.28\|-4.31\|36.30\|36.70\|35.17\|138839;2026-07-08\|35.09\|-0.54\|35.20\|35.67\|34.68\|89961;2026-07-09\|34.74\|-1.00\|34.84\|35.15\|33.60\|127060;2026-07-10\|33.83\|-2.62\|34.85\|36.10\|33.33\|201801;2026-07-13\|31.66\|-6.41\|33.82\|34.46\|31.10\|169006
112902	英伟达推出全球首款完全开放的全模态物理AI模型	金融科技+数字人民币+AI应用 1、据京北方官微2026年6月4日报道，公司率先将AI大模型延伸至银行内控合规领域，构建“外规内化”智能合规方案，实现制度语义智能解析与全链路合规评估，推动大模型在金融核心管理场景的深度应用；据2026年4月18日年报，公司大模型应用服务平台可搭载智能营销、智能合规、智能运维等多场景业务智能体，AI测试智能体已实现自主规划与执行。 2、据2026年4月18日年报，公司数字人民币系统已实现红包营销、商户收单、智慧政务等场景建设，能为银行提供个人与对公钱包管理服务及数币系统运维服务。 3、据2026年4月29日机构调研，公司作为国内领先的数智技术与金融科技服务商，依托人工智能、大数据等技术为金融机构提供创新产品与解决方案，重点关注AI创新、数字人民币等核心赛道；据2026年1月14日互动易，公司以大模型智能体平台为核心底座，构建“京北方大模型&智能体系列”产品体系。	1、公司率先将AI大模型延伸至银行内控合规领域，构建“外规内化”智能合规方案，实现制度语义智能解析与全链路合规评估，推动大模型在金融核心管理场景的深度应用； 2、公司携手国富量子，双方将深入研究区块链、人工智能、大数据、隐私计算、量子科技等基础技术在稳定币运营平台（包括稳定币软硬钱包）、虚拟资产交易平台、RWA及供应链金融平台等应用场景落地的IT基础设施建设保障	2026-03-03\|18.00\|-2.28\|18.43\|18.69\|17.97\|138114;2026-03-04\|17.55\|-2.50\|17.82\|18.06\|17.44\|120870;2026-03-05\|17.96\|2.34\|17.99\|18.22\|17.80\|113268;2026-03-06\|18.22\|1.45\|17.88\|18.30\|17.85\|71668;2026-03-09\|18.05\|-0.93\|18.00\|18.18\|17.63\|101169;2026-03-10\|18.09\|0.22\|18.20\|18.38\|17.91\|94025;2026-03-11\|18.03\|-0.33\|18.02\|18.20\|17.99\|65725;2026-03-12\|18.27\|1.33\|18.00\|18.40\|17.96\|135079;2026-03-13\|17.67\|-3.28\|18.15\|18.17\|17.60\|126598;2026-03-16\|18.39\|4.07\|18.13\|18.59\|18.11\|229162;2026-03-17\|17.91\|-2.61\|18.19\|18.32\|17.88\|146193;2026-03-18\|17.73\|-1.00\|17.88\|17.98\|17.56\|93333;2026-03-19\|17.50\|-1.30\|17.48\|17.77\|17.38\|87977;2026-03-20\|16.82\|-3.89\|17.53\|17.62\|16.80\|115033;2026-03-23\|16.02\|-4.76\|16.57\|16.67\|15.91\|131786;2026-03-24\|16.37\|2.18\|16.30\|16.40\|16.00\|83153;2026-03-25\|16.43\|0.37\|16.34\|16.56\|16.30\|81074;2026-03-26\|16.03\|-2.43\|16.39\|16.45\|15.99\|65083;2026-03-27\|16.27\|1.50\|15.81\|16.35\|15.78\|75315;2026-03-30\|16.29\|0.12\|16.09\|16.31\|15.94\|57305;2026-03-31\|16.28\|-0.06\|16.26\|16.50\|16.21\|56374;2026-04-01\|16.47\|1.17\|16.46\|16.54\|16.38\|59171;2026-04-02\|16.12\|-2.13\|16.40\|16.40\|16.02\|44539;2026-04-03\|16.06\|-0.37\|16.58\|16.74\|16.04\|67102;2026-04-07\|16.36\|1.87\|16.15\|16.56\|16.06\|94336;2026-04-08\|16.76\|2.44\|16.51\|16.79\|16.48\|122914;2026-04-09\|16.37\|-2.33\|16.59\|16.63\|16.30\|97347;2026-04-10\|16.86\|2.99\|16.49\|17.14\|16.42\|201936;2026-04-13\|16.69\|-1.01\|16.50\|16.73\|16.40\|106922;2026-04-14\|16.75\|0.36\|16.88\|16.90\|16.59\|79805;2026-04-15\|16.58\|-1.01\|16.81\|16.85\|16.54\|80434;2026-04-16\|16.70\|0.72\|16.65\|16.73\|16.58\|67276;2026-04-17\|16.66\|-0.24\|16.63\|16.74\|16.57\|64627;2026-04-20\|16.63\|-0.18\|16.66\|16.71\|16.60\|84448;2026-04-21\|16.34\|-1.74\|16.60\|16.65\|16.25\|86702;2026-04-22\|16.64\|1.84\|16.26\|16.65\|16.18\|78922;2026-04-23\|16.35\|-1.74\|16.61\|16.64\|16.25\|75756;2026-04-24\|16.10\|-1.53\|16.27\|16.36\|15.93\|86332;2026-04-27\|16.05\|-0.31\|16.00\|16.17\|15.84\|68833;2026-04-28\|14.84\|-7.54\|15.77\|15.77\|14.63\|209756;2026-04-29\|15.01\|1.15\|14.87\|15.05\|14.84\|79177;2026-04-30\|14.98\|-0.20\|14.97\|15.12\|14.86\|71794;2026-05-06\|15.25\|1.80\|14.99\|15.38\|14.98\|106685;2026-05-07\|15.63\|2.49\|15.25\|15.99\|15.25\|92645;2026-05-08\|15.79\|1.02\|15.58\|15.87\|15.53\|98346;2026-05-11\|15.49\|-1.90\|15.74\|15.80\|15.41\|131628;2026-05-12\|15.21\|-1.81\|15.51\|15.52\|15.20\|90491;2026-05-13\|15.48\|1.78\|15.31\|15.54\|15.16\|68860;2026-05-14\|15.12\|-2.33\|15.49\|15.53\|15.12\|97681;2026-05-15\|15.17\|0.33\|15.12\|15.48\|15.07\|85793;2026-05-18\|15.12\|-0.33\|15.15\|15.26\|15.01\|69935;2026-05-19\|15.30\|1.19\|15.12\|15.32\|15.04\|86273;2026-05-20\|12.63\|0.40\|12.58\|12.67\|12.46\|103214;2026-05-21\|12.55\|-0.63\|12.69\|12.98\|12.51\|140351;2026-05-22\|12.41\|-1.12\|12.61\|12.68\|12.25\|111151;2026-05-25\|12.34\|-0.56\|12.38\|12.58\|12.22\|87012;2026-05-26\|12.53\|1.54\|12.30\|12.70\|12.19\|115419;2026-05-27\|11.97\|-4.47\|12.46\|12.55\|11.92\|124243;2026-05-28\|11.80\|-1.42\|11.91\|11.97\|11.54\|115945;2026-05-29\|11.45\|-2.97\|11.80\|11.90\|11.41\|101832;2026-06-01\|11.83\|3.32\|11.42\|11.95\|11.40\|121916;2026-06-02\|11.62\|-1.78\|11.87\|11.92\|11.58\|86175;2026-06-03\|11.44\|-1.55\|11.60\|11.67\|11.35\|88257;2026-06-04\|11.16\|-2.45\|11.33\|11.44\|11.10\|84072;2026-06-05\|12.27\|9.95\|11.20\|12.28\|11.18\|396617;2026-06-08\|12.48\|1.71\|12.00\|12.67\|11.99\|480870;2026-06-09\|12.05\|-3.45\|12.40\|12.50\|11.81\|312834;2026-06-10\|11.99\|-0.50\|11.93\|12.50\|11.85\|257650;2026-06-11\|11.41\|-4.84\|11.88\|11.99\|11.23\|204967;2026-06-12\|11.48\|0.61\|11.62\|11.66\|11.17\|178110;2026-06-15\|11.63\|1.31\|11.50\|11.90\|11.42\|183081;2026-06-16\|11.61\|-0.17\|11.51\|11.66\|11.32\|129107;2026-06-17\|11.48\|-1.12\|11.62\|11.84\|11.28\|163868;2026-06-18\|11.20\|-2.44\|11.42\|11.48\|11.00\|168495;2026-06-22\|11.54\|3.04\|11.11\|11.59\|10.84\|209403;2026-06-23\|11.25\|-2.51\|11.46\|11.73\|11.15\|165005;2026-06-24\|10.62\|-5.60\|11.25\|11.25\|10.47\|201427;2026-06-25\|10.35\|-2.54\|10.57\|10.67\|10.27\|126621;2026-06-26\|9.86\|-4.73\|10.26\|10.30\|9.85\|140407;2026-06-29\|9.72\|-1.42\|10.03\|10.23\|9.71\|130035;2026-06-30\|9.73\|0.10\|9.71\|9.88\|9.66\|101248;2026-07-01\|9.90\|1.75\|9.73\|10.02\|9.59\|135023;2026-07-02\|9.79\|-1.11\|9.91\|10.08\|9.77\|123231;2026-07-03\|9.96\|1.74\|9.83\|10.06\|9.82\|104727;2026-07-06\|9.71\|-2.51\|9.94\|9.99\|9.67\|106687;2026-07-07\|9.47\|-2.47\|9.68\|9.70\|9.44\|82040;2026-07-08\|9.67\|2.11\|9.48\|9.72\|9.44\|105760;2026-07-09\|9.57\|-1.03\|9.62\|9.72\|9.46\|105177;2026-07-10\|9.70\|1.36\|9.50\|9.94\|9.38\|149921;2026-07-13\|9.37\|-3.40\|9.70\|9.78\|9.34\|116532
112901	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\|41.09\|-10.01\|45.10\|45.20\|41.09\|142739
112900	英伟达推出全球首款完全开放的全模态物理AI模型	文化传媒+安全合规+国企改革行业原因：字节跳动近日发布Seedance2.0，可根据文本或图像创建电影级视频，引发社区真假视频、隐私问题的讨论。字节跳动Seedance 2.0目前已暂停真人素材参考能力。公司原因： 1、据2025年半年度报告，公司日均多终端发稿1.1万条，桌面端日均浏览量超1亿，移动端覆盖人群超4.4亿，稳居中央重点新闻网站龙头。 2、据2025年4月23日互动易，新华网推出的AIGC-Safe全域内容安全与模型安全综合服务平台，是新华网在人工智能产业安全合规治理领域的核心产品，行业内首先提出“以AI守护AI，用大模型对抗大模型”理念，平台可以检测包括违禁违规、AI生成和深度伪造在内的多模态内容，覆盖包括网络平台、公共显示屏和视频监控等全域内容安全场景。 3、据2026年1月15日公告，本次无偿划转完成后，公司的直接控股股东将由新华社变更为新华投控，实际控制人未发生变化，仍为新华社。	公司拟投资11.22亿元建设“新华语典”项目	2026-03-03\|21.26\|-5.68\|22.50\|22.63\|21.13\|238856;2026-03-04\|21.15\|-0.52\|21.01\|21.49\|20.94\|124887;2026-03-05\|21.39\|1.13\|21.58\|21.66\|21.25\|113756;2026-03-06\|21.39\|0.00\|21.20\|21.58\|21.20\|91086;2026-03-09\|21.42\|0.14\|21.00\|21.49\|20.71\|164958;2026-03-10\|21.61\|0.89\|21.72\|21.90\|21.47\|127275;2026-03-11\|21.44\|-0.79\|21.64\|21.75\|21.38\|93992;2026-03-12\|21.22\|-1.03\|21.37\|21.50\|21.14\|73647;2026-03-13\|20.79\|-2.03\|21.12\|21.26\|20.76\|90968;2026-03-16\|20.95\|0.77\|20.78\|20.96\|20.62\|78771;2026-03-17\|20.74\|-1.00\|21.07\|21.16\|20.72\|68270;2026-03-18\|21.09\|1.69\|20.83\|21.12\|20.69\|87963;2026-03-19\|20.90\|-0.90\|20.80\|21.32\|20.59\|162920;2026-03-20\|20.17\|-3.49\|20.82\|21.12\|20.17\|124229;2026-03-23\|19.10\|-5.30\|19.89\|19.97\|18.98\|154863;2026-03-24\|19.60\|2.62\|19.45\|19.62\|19.13\|111860;2026-03-25\|20.17\|2.91\|19.63\|20.24\|19.57\|112618;2026-03-26\|19.62\|-2.73\|20.18\|20.21\|19.55\|97123;2026-03-27\|19.90\|1.43\|19.40\|19.94\|19.39\|69766;2026-03-30\|19.98\|0.40\|19.63\|20.08\|19.47\|73062;2026-03-31\|19.88\|-0.50\|20.00\|20.22\|19.82\|77785;2026-04-01\|20.09\|1.06\|20.20\|20.25\|19.93\|70982;2026-04-02\|19.68\|-2.04\|20.01\|20.01\|19.59\|70034;2026-04-03\|19.29\|-1.98\|19.72\|19.80\|19.24\|55746;2026-04-07\|19.34\|0.26\|19.29\|19.43\|19.22\|43190;2026-04-08\|20.54\|6.20\|19.72\|20.56\|19.72\|154902;2026-04-09\|19.85\|-3.36\|20.26\|20.26\|19.81\|120168;2026-04-10\|20.14\|1.46\|20.04\|20.32\|20.02\|100170;2026-04-13\|19.97\|-0.84\|20.01\|20.15\|19.93\|60213;2026-04-14\|20.20\|1.15\|20.28\|20.34\|20.00\|84977;2026-04-15\|20.03\|-0.84\|20.28\|20.35\|19.97\|72076;2026-04-16\|20.42\|1.95\|20.08\|20.47\|20.07\|93633;2026-04-17\|20.44\|0.10\|20.29\|20.55\|20.18\|73142;2026-04-20\|20.80\|1.76\|20.48\|20.90\|20.43\|100288;2026-04-21\|20.55\|-1.20\|20.81\|20.89\|20.40\|79698;2026-04-22\|20.49\|-0.29\|20.40\|20.49\|20.27\|56003;2026-04-23\|20.42\|-0.34\|20.46\|20.74\|20.25\|93757;2026-04-24\|20.50\|0.39\|20.40\|20.75\|20.16\|100428;2026-04-27\|20.41\|-0.44\|20.45\|20.56\|20.18\|78879;2026-04-28\|19.94\|-2.30\|20.35\|20.35\|19.74\|100921;2026-04-29\|20.36\|2.11\|19.85\|20.45\|19.85\|101028;2026-04-30\|20.09\|-1.33\|20.30\|20.42\|20.06\|81040;2026-05-06\|20.59\|2.49\|20.21\|20.80\|20.21\|123195;2026-05-07\|20.98\|1.89\|20.70\|21.00\|20.40\|128944;2026-05-08\|20.83\|-0.71\|21.12\|21.18\|20.73\|120004;2026-05-11\|20.94\|0.53\|20.87\|21.09\|20.75\|116892;2026-05-12\|20.59\|-1.67\|20.88\|20.93\|20.52\|95621;2026-05-13\|20.74\|0.73\|20.60\|20.75\|20.50\|82362;2026-05-14\|19.90\|-4.05\|20.90\|20.99\|19.90\|152380;2026-05-15\|19.91\|0.05\|19.90\|20.40\|19.77\|123214;2026-05-18\|19.92\|0.05\|19.75\|20.08\|19.67\|91640;2026-05-19\|20.37\|2.26\|19.92\|20.53\|19.82\|102017;2026-05-20\|19.80\|-2.80\|20.25\|20.27\|19.73\|98474;2026-05-21\|19.29\|-2.58\|19.85\|20.19\|19.24\|122622;2026-05-22\|19.15\|-0.73\|19.38\|19.44\|18.87\|109286;2026-05-25\|19.06\|-0.47\|19.18\|19.29\|18.94\|68728;2026-05-26\|18.87\|-1.00\|18.95\|19.09\|18.66\|74508;2026-05-27\|18.60\|-1.43\|18.86\|19.14\|18.58\|77269;2026-05-28\|18.42\|-0.97\|18.53\|18.63\|18.12\|93415;2026-05-29\|18.26\|-0.87\|18.50\|18.69\|18.23\|80783;2026-06-01\|18.84\|3.18\|18.30\|19.05\|18.30\|106685;2026-06-02\|18.28\|-2.97\|18.94\|18.99\|18.12\|102260;2026-06-03\|17.90\|-2.08\|18.13\|18.17\|17.88\|87389;2026-06-04\|17.50\|-2.23\|17.88\|17.88\|17.40\|68145;2026-06-05\|19.25\|10.00\|19.25\|19.25\|19.25\|100272;2026-06-08\|19.50\|1.30\|20.31\|20.94\|19.24\|490149;2026-06-09\|19.40\|-0.51\|19.51\|19.86\|18.57\|322781;2026-06-10\|18.92\|-2.47\|18.92\|19.58\|18.66\|207779;2026-06-11\|17.99\|-4.92\|18.75\|18.81\|17.84\|186165;2026-06-12\|18.06\|0.39\|18.06\|18.24\|17.79\|123542;2026-06-15\|18.58\|2.88\|18.15\|18.59\|18.10\|123184;2026-06-16\|18.73\|0.81\|18.50\|19.24\|18.31\|121968;2026-06-17\|18.69\|-0.21\|18.60\|18.78\|18.41\|81488;2026-06-18\|18.82\|0.70\|18.67\|19.05\|18.46\|95528;2026-06-22\|19.13\|1.65\|18.70\|19.15\|18.15\|130043;2026-06-23\|18.49\|-3.35\|18.94\|19.03\|18.41\|100424;2026-06-24\|18.30\|-1.03\|18.49\|18.75\|18.16\|67132;2026-06-25\|18.08\|-1.20\|18.20\|18.38\|18.00\|74418;2026-06-26\|17.20\|-4.87\|18.00\|18.01\|17.20\|122627;2026-06-29\|17.17\|-0.17\|17.09\|17.34\|16.83\|79601;2026-06-30\|17.03\|-0.82\|17.18\|17.31\|17.00\|81632;2026-07-01\|17.33\|1.76\|16.93\|17.86\|16.92\|112881;2026-07-02\|17.18\|-0.87\|17.63\|17.64\|17.17\|98010;2026-07-03\|17.16\|-0.12\|17.12\|17.30\|17.05\|71774;2026-07-06\|17.07\|-0.52\|17.19\|17.24\|17.02\|53898;2026-07-07\|16.70\|-2.17\|17.03\|17.08\|16.60\|67870;2026-07-08\|16.86\|0.96\|16.60\|16.90\|16.58\|50514;2026-07-09\|17.05\|1.13\|16.80\|17.13\|16.69\|62105;2026-07-10\|17.60\|3.23\|16.93\|18.08\|16.74\|152870;2026-07-13\|16.84\|-4.32\|17.50\|17.66\|16.80\|110696
112899	英伟达推出全球首款完全开放的全模态物理AI模型	具身智能数据集+3D视觉+算力租赁+AI营销行业原因： AI硬件板块大跌，软件板块轮动。兴业证券6月15日研报指出，AI正推动广告营销行业从流程自动化向分发智能化升级，通过AI算法提升预测能力与分发精准度，是构建技术壁垒的核心方向。公司原因： 1、据2026年6月17日天娱数科官微，参股公司芯明发布自研3D视觉AI模组R216g，内置空间智能芯片提供3.5 TOPS端侧算力，专为人形机器人、灵巧手及协作臂设计，解决“看得清、抓得准”的核心痛点。 2、据2026年6月11日异常波动公告，公司股票连续4个交易日涨停，公司自查澄清没有物理AI业务，与2026年世界杯不存在业务合作关系。 3、据2025年年报，公司聚焦智能营销、智慧能源、空间智能等领域，构建了AI营销、空间智能MaaS等业务平台；10项具身智能数据集已在北京国际大数据交易所完成资产登记。 4、据2025年年报，公司子公司与山西数据技术公司等合作，依托国家先进计算太原中心800PFlops人工智能算力，共同打造人工智能算力服务平台。	公司拥有智者千问、天星、智慧广告三款企业级大模型	2026-03-03\|6.08\|-4.55\|6.42\|6.44\|6.07\|1005135;2026-03-04\|6.06\|-0.33\|6.01\|6.17\|6.00\|708145;2026-03-05\|6.23\|2.81\|6.17\|6.28\|6.16\|739005;2026-03-06\|6.26\|0.48\|6.20\|6.28\|6.16\|516798;2026-03-09\|6.46\|3.19\|6.20\|6.48\|6.14\|1131477;2026-03-10\|6.40\|-0.93\|6.50\|6.60\|6.35\|970708;2026-03-11\|6.31\|-1.41\|6.38\|6.42\|6.30\|606839;2026-03-12\|6.26\|-0.79\|6.29\|6.33\|6.21\|480320;2026-03-13\|6.11\|-2.40\|6.21\|6.23\|6.09\|602108;2026-03-16\|6.18\|1.15\|6.08\|6.18\|6.05\|473533;2026-03-17\|6.09\|-1.46\|6.17\|6.22\|6.08\|458286;2026-03-18\|6.15\|0.99\|6.09\|6.16\|6.05\|400557;2026-03-19\|6.02\|-2.11\|6.10\|6.10\|6.01\|494240;2026-03-20\|5.79\|-3.82\|6.03\|6.08\|5.79\|705642;2026-03-23\|5.41\|-6.56\|5.68\|5.71\|5.36\|781429;2026-03-24\|5.66\|4.62\|5.52\|5.66\|5.46\|760352;2026-03-25\|5.73\|1.24\|5.66\|5.76\|5.65\|562185;2026-03-26\|5.61\|-2.09\|5.72\|5.78\|5.58\|418056;2026-03-27\|5.69\|1.43\|5.53\|5.70\|5.50\|380889;2026-03-30\|5.72\|0.53\|5.60\|5.73\|5.53\|400013;2026-03-31\|5.68\|-0.70\|5.73\|5.81\|5.67\|388482;2026-04-01\|5.71\|0.53\|5.79\|5.81\|5.67\|389739;2026-04-02\|5.57\|-2.45\|5.69\|5.69\|5.52\|399478;2026-04-03\|5.42\|-2.69\|5.59\|5.61\|5.39\|347675;2026-04-07\|5.48\|1.11\|5.40\|5.49\|5.40\|303370;2026-04-08\|5.87\|7.12\|5.59\|5.88\|5.58\|758136;2026-04-09\|5.68\|-3.24\|5.77\|5.80\|5.67\|503904;2026-04-10\|5.69\|0.18\|5.75\|5.79\|5.68\|353932;2026-04-13\|5.65\|-0.70\|5.63\|5.68\|5.61\|305479;2026-04-14\|5.68\|0.53\|5.71\|5.76\|5.61\|405777;2026-04-15\|5.62\|-1.06\|5.74\|5.77\|5.60\|434830;2026-04-16\|5.78\|2.85\|5.63\|5.79\|5.63\|633052;2026-04-17\|5.74\|-0.69\|5.76\|5.77\|5.68\|409768;2026-04-20\|5.84\|1.74\|5.75\|5.87\|5.72\|546137;2026-04-21\|5.67\|-2.91\|5.81\|5.85\|5.63\|692431;2026-04-22\|5.67\|0.00\|5.64\|5.67\|5.57\|419240;2026-04-23\|5.62\|-0.88\|5.68\|5.74\|5.60\|430680;2026-04-24\|5.56\|-1.07\|5.58\|5.61\|5.46\|428853;2026-04-27\|5.59\|0.54\|5.53\|5.60\|5.44\|360842;2026-04-28\|5.41\|-3.22\|5.57\|5.57\|5.38\|450852;2026-04-29\|5.95\|9.98\|5.90\|5.95\|5.90\|525234;2026-04-30\|6.20\|4.20\|6.16\|6.43\|6.06\|2292720;2026-05-06\|6.37\|2.74\|6.22\|6.39\|6.20\|1735061;2026-05-07\|6.41\|0.63\|6.31\|6.43\|6.26\|1472163;2026-05-08\|6.35\|-0.94\|6.54\|6.75\|6.33\|1910691;2026-05-11\|6.37\|0.32\|6.38\|6.45\|6.25\|1315487;2026-05-12\|6.45\|1.26\|6.36\|6.71\|6.32\|1722008;2026-05-13\|6.54\|1.40\|6.44\|6.55\|6.35\|1123484;2026-05-14\|6.32\|-3.36\|6.56\|6.64\|6.31\|970841;2026-05-15\|6.44\|1.90\|6.30\|6.66\|6.29\|1023867;2026-05-18\|7.08\|9.94\|6.52\|7.08\|6.49\|2310913;2026-05-19\|7.13\|0.71\|7.01\|7.49\|6.90\|3687487;2026-05-20\|6.97\|-2.24\|7.10\|7.29\|6.93\|2716879;2026-05-21\|6.80\|-2.44\|6.96\|7.28\|6.74\|2160325;2026-05-22\|6.76\|-0.59\|6.77\|6.86\|6.58\|1710910;2026-05-25\|6.87\|1.63\|6.80\|7.08\|6.77\|1638913;2026-05-26\|7.15\|4.08\|6.81\|7.35\|6.65\|2823532;2026-05-27\|7.07\|-1.12\|7.00\|7.27\|6.96\|1855844;2026-05-28\|7.13\|0.85\|7.00\|7.29\|6.97\|2043628;2026-05-29\|7.15\|0.28\|7.18\|7.38\|6.97\|2391451;2026-06-01\|7.44\|4.06\|7.05\|7.48\|7.00\|2714184;2026-06-02\|6.70\|-9.95\|7.49\|7.50\|6.70\|2692907;2026-06-03\|6.18\|-7.76\|6.40\|6.53\|6.12\|2240383;2026-06-04\|6.05\|-2.10\|6.04\|6.20\|5.98\|1377627;2026-06-05\|6.66\|10.08\|6.66\|6.66\|6.55\|1249607;2026-06-08\|7.33\|10.06\|7.10\|7.33\|7.00\|1102835;2026-06-09\|8.06\|9.96\|7.75\|8.06\|7.62\|4754534;2026-06-10\|8.87\|10.05\|8.28\|8.87\|8.28\|3438535;2026-06-11\|7.98\|-10.03\|8.75\|8.83\|7.98\|1603746;2026-06-12\|7.52\|-5.76\|7.42\|8.12\|7.30\|6080471;2026-06-15\|7.50\|-0.27\|7.56\|7.98\|7.38\|4698369;2026-06-16\|7.26\|-3.20\|7.31\|7.41\|6.85\|4349581;2026-06-17\|7.03\|-3.17\|7.19\|7.25\|6.96\|2855074;2026-06-18\|7.73\|9.96\|7.15\|7.73\|6.97\|3743586;2026-06-22\|8.50\|9.96\|8.10\|8.50\|8.09\|2887176;2026-06-23\|8.11\|-4.59\|8.51\|8.64\|7.93\|4518849;2026-06-24\|8.92\|9.99\|8.21\|8.92\|8.11\|1769655;2026-06-25\|8.03\|-9.98\|8.49\|8.57\|8.03\|4384568;2026-06-26\|8.83\|9.96\|8.23\|8.83\|7.96\|4947019;2026-06-29\|9.11\|3.17\|9.17\|9.68\|8.81\|6454992;2026-06-30\|9.30\|2.09\|9.25\|9.57\|8.98\|5380106;2026-07-01\|9.40\|1.08\|9.11\|9.87\|9.01\|5255562;2026-07-02\|10.34\|10.00\|10.00\|10.34\|10.00\|1026759;2026-07-03\|9.37\|-9.38\|10.32\|10.32\|9.31\|6189351;2026-07-06\|8.43\|-10.03\|9.57\|9.75\|8.43\|4801865;2026-07-07\|8.71\|3.32\|8.44\|9.11\|8.44\|4398549;2026-07-08\|8.02\|-7.92\|8.50\|8.60\|7.97\|3458202;2026-07-09\|8.08\|0.75\|8.00\|8.42\|7.72\|3580331;2026-07-10\|8.54\|5.69\|8.23\|8.89\|8.02\|5378673;2026-07-13\|8.02\|-6.09\|8.65\|8.89\|7.94\|4342316
112898	英特尔斥巨资建设半导体基板制造厂	光伏玻璃+钙钛矿行业原因：中银证券研报指出，“反内卷”、“太空光伏”是2026年光伏投资双主线，马斯克团队开始针对国内厂商进行调研，光伏设备景气度进一步提升，短期设备订单具备增量订单，长期看好国内优势材料兑现海外增量利润。公司原因： 1、据2025年10月28日互动易，公司在淄博和滕州各布局一条TCO玻璃产线，已向极电光能、协鑫光电、纤纳光电等钙钛矿电池龙头供货，占国内该领域绝大部分市场份额。 2、据2025年8月26日半年度报告，公司为玻璃、纯碱行业龙头，形成矿山/纯碱—玻璃—深加工全产业链，光伏玻璃、节能玻璃比重持续提升。	公司TCO玻璃已供货极电光能、协鑫光电、纤纳光电等国内钙钛矿电池龙头，占据国内该领域绝大部分市场份额	2026-03-03\|6.17\|-3.29\|6.38\|6.62\|6.14\|738482;2026-03-04\|6.19\|0.32\|6.08\|6.30\|6.02\|592959;2026-03-05\|6.29\|1.62\|6.29\|6.40\|6.25\|596700;2026-03-06\|6.36\|1.11\|6.26\|6.40\|6.21\|493276;2026-03-09\|6.49\|2.04\|6.28\|6.50\|6.24\|855088;2026-03-10\|6.50\|0.15\|6.48\|6.58\|6.37\|721489;2026-03-11\|6.45\|-0.77\|6.52\|6.55\|6.35\|611314;2026-03-12\|6.37\|-1.24\|6.41\|6.54\|6.29\|559012;2026-03-13\|6.25\|-1.88\|6.36\|6.45\|6.24\|504047;2026-03-16\|6.07\|-2.88\|6.25\|6.28\|6.02\|592522;2026-03-17\|5.95\|-1.98\|6.13\|6.28\|5.95\|561129;2026-03-18\|5.85\|-1.68\|6.04\|6.11\|5.78\|688597;2026-03-19\|5.79\|-1.03\|5.82\|5.89\|5.75\|488699;2026-03-20\|5.95\|2.76\|5.76\|5.98\|5.68\|790831;2026-03-23\|5.97\|0.34\|5.85\|6.08\|5.81\|910644;2026-03-24\|6.38\|6.87\|6.12\|6.40\|6.12\|1244970;2026-03-25\|6.33\|-0.78\|6.30\|6.43\|6.22\|747058;2026-03-26\|6.00\|-5.21\|6.27\|6.30\|5.99\|693843;2026-03-27\|6.06\|1.00\|5.92\|6.11\|5.89\|427141;2026-03-30\|5.94\|-1.98\|5.98\|6.04\|5.73\|549050;2026-03-31\|5.78\|-2.69\|5.89\|5.97\|5.76\|343275;2026-04-01\|5.88\|1.73\|5.88\|5.95\|5.83\|364010;2026-04-02\|5.57\|-5.27\|5.85\|5.86\|5.54\|529461;2026-04-03\|5.20\|-6.64\|5.61\|5.61\|5.19\|497290;2026-04-07\|5.19\|-0.19\|5.20\|5.25\|5.10\|321487;2026-04-08\|5.38\|3.66\|5.30\|5.40\|5.29\|401151;2026-04-09\|5.22\|-2.97\|5.33\|5.34\|5.19\|329613;2026-04-10\|5.26\|0.77\|5.24\|5.35\|5.22\|341908;2026-04-13\|5.34\|1.52\|5.25\|5.42\|5.22\|501833;2026-04-14\|5.26\|-1.50\|5.34\|5.36\|5.21\|401744;2026-04-15\|5.27\|0.19\|5.27\|5.29\|5.22\|255679;2026-04-16\|5.32\|0.95\|5.27\|5.37\|5.22\|388034;2026-04-17\|5.42\|1.88\|5.30\|5.43\|5.23\|446311;2026-04-20\|5.70\|5.17\|5.47\|5.87\|5.44\|844385;2026-04-21\|5.60\|-1.75\|5.70\|5.70\|5.51\|404402;2026-04-22\|5.53\|-1.25\|5.53\|5.76\|5.50\|441828;2026-04-23\|5.53\|0.00\|5.54\|5.56\|5.35\|454442;2026-04-24\|5.46\|-1.27\|5.51\|5.58\|5.43\|255316;2026-04-27\|5.64\|3.30\|5.31\|5.67\|5.27\|592410;2026-04-28\|5.52\|-2.13\|5.61\|5.65\|5.48\|385679;2026-04-29\|5.68\|2.90\|5.60\|5.78\|5.53\|526251;2026-04-30\|5.86\|3.17\|5.56\|6.01\|5.54\|869961;2026-05-06\|5.73\|-2.22\|5.87\|5.90\|5.70\|634415;2026-05-07\|5.90\|2.97\|5.76\|5.97\|5.74\|643874;2026-05-08\|5.77\|-2.20\|5.84\|5.85\|5.73\|442139;2026-05-11\|5.72\|-0.87\|5.80\|5.90\|5.70\|544587;2026-05-12\|5.87\|2.62\|5.75\|5.89\|5.64\|667791;2026-05-13\|5.93\|1.02\|5.83\|6.09\|5.76\|649612;2026-05-14\|5.80\|-2.19\|5.93\|5.98\|5.80\|470442;2026-05-15\|5.55\|-4.31\|5.80\|5.83\|5.51\|646389;2026-05-18\|5.65\|1.80\|5.48\|5.68\|5.41\|369378;2026-05-19\|5.65\|0.00\|5.64\|5.74\|5.54\|311169;2026-05-20\|5.52\|-2.30\|5.63\|5.64\|5.46\|327083;2026-05-21\|5.46\|-1.09\|5.58\|5.96\|5.44\|886693;2026-05-22\|5.46\|0.00\|5.50\|5.55\|5.28\|616812;2026-05-25\|5.54\|1.47\|5.64\|5.86\|5.48\|682333;2026-05-26\|5.52\|-0.36\|5.46\|5.57\|5.28\|505435;2026-05-27\|5.34\|-3.26\|5.50\|5.69\|5.26\|574228;2026-05-28\|5.41\|1.31\|5.29\|5.50\|5.23\|469950;2026-05-29\|5.19\|-4.07\|5.41\|5.45\|5.15\|623267;2026-06-01\|5.12\|-1.35\|5.19\|5.23\|5.06\|344426;2026-06-02\|4.99\|-2.54\|5.10\|5.11\|4.92\|413471;2026-06-03\|4.84\|-3.01\|4.99\|4.99\|4.82\|344904;2026-06-04\|4.76\|-1.65\|4.80\|4.82\|4.73\|320303;2026-06-05\|5.24\|10.08\|4.75\|5.24\|4.65\|817847;2026-06-08\|4.96\|-5.34\|5.16\|5.26\|4.91\|703662;2026-06-09\|4.93\|-0.60\|5.03\|5.04\|4.87\|363491;2026-06-10\|4.78\|-3.04\|4.88\|4.90\|4.68\|410434;2026-06-11\|4.70\|-1.67\|4.73\|4.78\|4.63\|286008;2026-06-12\|4.57\|-2.77\|4.72\|4.77\|4.57\|397986;2026-06-15\|4.74\|3.72\|4.59\|4.79\|4.57\|342793;2026-06-16\|4.88\|2.95\|4.72\|4.94\|4.66\|449723;2026-06-17\|5.03\|3.07\|4.85\|5.24\|4.83\|646866;2026-06-18\|4.69\|-6.76\|4.92\|4.95\|4.67\|535006;2026-06-22\|4.60\|-1.92\|4.66\|4.67\|4.48\|384431;2026-06-23\|4.52\|-1.74\|4.55\|4.62\|4.51\|244531;2026-06-24\|4.36\|-3.54\|4.51\|4.55\|4.36\|262297;2026-06-25\|4.21\|-3.44\|4.32\|4.37\|4.20\|284310;2026-06-26\|4.31\|2.38\|4.21\|4.56\|4.16\|423652;2026-06-29\|4.45\|3.25\|4.28\|4.55\|4.20\|362473;2026-06-30\|4.57\|2.70\|4.47\|4.72\|4.41\|428514;2026-07-01\|4.41\|-3.50\|4.52\|4.56\|4.35\|353355;2026-07-02\|4.32\|-2.04\|4.37\|4.45\|4.32\|220046;2026-07-03\|4.32\|0.00\|4.30\|4.35\|4.30\|162673;2026-07-06\|4.22\|-2.31\|4.32\|4.32\|4.20\|163539;2026-07-07\|4.23\|0.24\|4.21\|4.27\|4.18\|128919;2026-07-08\|4.19\|-0.95\|4.22\|4.24\|4.15\|98524;2026-07-09\|4.19\|0.00\|4.18\|4.21\|4.11\|116643;2026-07-10\|4.29\|2.39\|4.19\|4.39\|4.15\|227373;2026-07-13\|4.13\|-3.73\|4.24\|4.28\|4.12\|150558
112897	英特尔斥巨资建设半导体基板制造厂	玻璃基板上游+MLCC上游+碳酸锶+青岛国资行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年5月27日机构调研，锶盐产品下游应用于液晶玻璃基板等行业，钡盐产品下游应用于电子元器件、液晶和光学玻璃基板等。据2025年8月27日互动易，公司生产的高纯碳酸钡产品以更低杂质和纳米级粒径管控主要应用在液晶玻璃基板行业，同时作为生产MLCC所需的高纯钛酸钡重要原材料，可满足MLCC介质层要求。 2、据2026年6月5日投资者关系活动记录表，控股子公司重庆瑞得思达锶盐项目第一条生产线已正常投产，正筹备第二条生产线试生产；项目投产后将年产精细碳酸锶5.32万吨、电子级碳酸锶0.5万吨、氢氧化锶0.3万吨。 3、据2025年年报，公司碳酸钡产能规模及产量位居行业首位，主营业务为钡盐、锶盐和锰系产品的研发、生产和销售；公司最终控制人为青岛市人民政府国有资产监督管理委员会。	康宁为公司直接客户	2026-03-03\|25.91\|10.02\|25.17\|25.91\|24.65\|1044517;2026-03-04\|24.99\|-3.55\|24.28\|26.48\|23.32\|785843;2026-03-05\|24.45\|-2.16\|24.98\|25.23\|22.82\|665495;2026-03-06\|23.82\|-2.58\|24.01\|24.69\|23.25\|504874;2026-03-09\|23.20\|-2.60\|24.60\|25.00\|23.08\|511610;2026-03-10\|22.34\|-3.71\|21.66\|22.80\|21.66\|391570;2026-03-11\|22.69\|1.57\|22.33\|23.06\|22.20\|294337;2026-03-12\|23.61\|4.05\|22.92\|24.32\|22.25\|562309;2026-03-13\|24.80\|5.04\|23.80\|25.35\|23.12\|680085;2026-03-16\|26.81\|8.10\|26.40\|27.28\|24.74\|1025288;2026-03-17\|28.64\|6.83\|26.81\|29.00\|26.73\|931531;2026-03-18\|26.00\|-9.22\|27.40\|27.60\|25.81\|682840;2026-03-19\|24.98\|-3.92\|26.75\|27.00\|24.67\|511297;2026-03-20\|23.72\|-5.04\|24.50\|25.18\|23.69\|416600;2026-03-23\|22.74\|-4.13\|23.23\|24.85\|22.48\|374179;2026-03-24\|22.80\|0.26\|22.74\|23.20\|21.26\|427441;2026-03-25\|22.52\|-1.23\|22.00\|22.70\|21.97\|330321;2026-03-26\|22.28\|-1.07\|22.03\|23.12\|21.81\|372000;2026-03-27\|22.87\|2.65\|22.06\|23.55\|22.00\|477883;2026-03-30\|22.25\|-2.71\|24.12\|24.33\|22.22\|407002;2026-03-31\|20.88\|-6.16\|22.40\|22.50\|20.87\|377878;2026-04-01\|20.62\|-1.25\|20.88\|21.19\|20.50\|259671;2026-04-02\|20.63\|0.05\|20.62\|21.08\|20.33\|221040;2026-04-03\|19.64\|-4.80\|20.55\|20.63\|19.61\|230933;2026-04-07\|20.33\|3.51\|19.80\|20.37\|19.70\|195339;2026-04-08\|20.40\|0.34\|19.88\|20.46\|19.44\|278228;2026-04-09\|20.70\|1.47\|20.29\|20.76\|20.08\|258530;2026-04-10\|20.38\|-1.55\|20.70\|20.77\|20.25\|221704;2026-04-13\|21.53\|5.64\|20.78\|21.99\|20.41\|468714;2026-04-14\|21.01\|-2.42\|20.80\|21.11\|20.76\|322790;2026-04-15\|20.23\|-3.71\|20.93\|21.00\|20.18\|259485;2026-04-16\|21.28\|5.19\|20.23\|21.36\|20.20\|351212;2026-04-17\|21.36\|0.38\|21.28\|21.66\|21.14\|230006;2026-04-20\|22.37\|4.73\|21.57\|23.50\|21.55\|615754;2026-04-21\|22.60\|1.03\|22.53\|22.88\|21.68\|428106;2026-04-22\|23.19\|2.61\|22.50\|23.53\|22.42\|486474;2026-04-23\|22.46\|-3.15\|22.92\|23.01\|21.83\|357906;2026-04-24\|22.67\|0.94\|22.56\|23.27\|22.38\|326120;2026-04-27\|21.70\|-4.28\|21.50\|21.93\|20.43\|369225;2026-04-28\|21.11\|-2.72\|21.60\|21.90\|20.86\|205431;2026-04-29\|23.22\|10.00\|21.15\|23.22\|21.10\|409719;2026-04-30\|23.47\|1.08\|23.40\|23.87\|23.05\|475110;2026-05-06\|23.81\|1.45\|23.48\|23.89\|23.07\|414582;2026-05-07\|23.67\|-0.59\|23.70\|23.93\|23.42\|333967;2026-05-08\|23.68\|0.04\|23.84\|24.48\|23.54\|350997;2026-05-11\|24.03\|1.48\|23.89\|24.62\|23.75\|390745;2026-05-12\|23.25\|-3.25\|24.28\|24.39\|23.01\|341136;2026-05-13\|24.91\|7.14\|23.08\|25.20\|23.08\|461316;2026-05-14\|24.14\|-3.09\|24.89\|25.34\|24.13\|313164;2026-05-15\|24.95\|3.36\|24.50\|25.98\|24.38\|407865;2026-05-18\|25.89\|3.77\|24.99\|26.68\|24.58\|406247;2026-05-19\|25.10\|-3.05\|25.58\|25.64\|24.39\|319754;2026-05-20\|24.37\|-2.91\|24.85\|24.85\|23.70\|254697;2026-05-21\|24.82\|1.85\|24.70\|26.81\|24.70\|471709;2026-05-22\|26.27\|5.84\|25.58\|26.66\|25.19\|424388;2026-05-25\|27.07\|3.05\|27.55\|28.09\|26.60\|431366;2026-05-26\|29.78\|10.01\|27.74\|29.78\|27.67\|327866;2026-05-27\|30.20\|1.41\|31.30\|32.76\|30.01\|770046;2026-05-28\|33.22\|10.00\|30.05\|33.22\|30.00\|630088;2026-05-29\|32.10\|-3.37\|34.22\|34.88\|31.90\|633052;2026-06-01\|35.31\|10.00\|33.90\|35.31\|33.71\|159444;2026-06-02\|38.84\|10.00\|35.77\|38.84\|35.10\|306045;2026-06-03\|42.72\|9.99\|42.70\|42.72\|41.50\|129948;2026-06-04\|46.98\|10.00\|45.24\|46.98\|45.02\|695678;2026-06-05\|49.50\|5.36\|48.65\|51.68\|46.12\|712725;2026-06-08\|52.83\|6.73\|48.75\|53.99\|48.75\|632199;2026-06-09\|55.55\|5.15\|52.31\|55.58\|50.00\|573956;2026-06-10\|58.88\|5.99\|55.10\|59.08\|54.23\|554803;2026-06-11\|54.03\|-8.24\|59.00\|59.01\|52.99\|746868;2026-06-12\|53.03\|-1.85\|56.00\|59.00\|51.48\|653315;2026-06-15\|53.95\|1.73\|53.24\|55.73\|51.66\|561611;2026-06-16\|56.53\|4.78\|54.70\|58.60\|54.50\|499563;2026-06-17\|57.10\|1.01\|56.17\|62.18\|55.56\|654535;2026-06-18\|56.56\|-0.95\|57.59\|58.80\|53.88\|487569;2026-06-22\|62.22\|10.01\|58.00\|62.22\|58.00\|306757;2026-06-23\|56.00\|-10.00\|64.68\|66.39\|56.00\|499565;2026-06-24\|51.00\|-8.93\|53.00\|53.98\|50.66\|592148;2026-06-25\|52.98\|3.88\|51.78\|53.38\|50.00\|575086;2026-06-26\|58.28\|10.00\|52.98\|58.28\|52.30\|687469;2026-06-29\|57.21\|-1.84\|58.71\|61.68\|55.01\|748813;2026-06-30\|62.93\|10.00\|56.88\|62.93\|56.88\|425266;2026-07-01\|63.80\|1.38\|62.66\|64.30\|59.11\|655824;2026-07-02\|58.28\|-8.65\|59.00\|63.55\|57.42\|631152;2026-07-03\|52.98\|-9.09\|56.00\|57.59\|52.71\|470064;2026-07-06\|47.68\|-10.00\|52.02\|54.29\|47.68\|429950;2026-07-07\|45.68\|-4.19\|47.65\|48.78\|45.45\|339015;2026-07-08\|42.66\|-6.61\|45.89\|46.48\|42.65\|354169;2026-07-09\|43.27\|1.43\|43.51\|45.00\|40.70\|340708;2026-07-10\|41.18\|-4.83\|43.34\|44.80\|41.11\|319364;2026-07-13\|37.67\|-8.52\|40.15\|41.08\|37.52\|274208
112896	英特尔斥巨资建设半导体基板制造厂	玻璃基封装+Micro-LED+央企行业原因： 5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。兴业证券研报指出，AI算力迭代驱动先进封装变革，玻璃基板迎来2026产业元年。公司原因： 1、据2026年6月11日及6月15日互动易，公司依托面板领域技术积累，正与产业链合作伙伴协同进行玻璃基封装基板样品开发，处于技术预研阶段。 2、据2026年4月24日投资者关系活动记录表，公司全制程Micro-LED产线能力稳步提升，成功实现超过百万颗芯片高效转移，PID领域已达成部分产品小批量出货，并点亮首款车载标准产品。 3、据2026年4月24日投资者关系活动记录表，公司2025年聚焦国际头部车载显示总成项目的汽车电子业务营收同比增长超30%，成功实现盈利突破，已覆盖6家全球头部整车厂的多系列总成项目；据2025年年度报告，公司最终控制人为国务院国资委，具备央企背景。	公司已在运营管理的AMOLED产线上规划了自主研发的折叠技术、CFOT（偏光片取代技术）、HTD（HybridTFTDisplay）等先进前沿技术	2026-03-03\|9.39\|-5.53\|9.97\|10.02\|9.34\|429326;2026-03-04\|9.20\|-2.02\|9.28\|9.46\|9.17\|297973;2026-03-05\|9.70\|5.43\|9.39\|9.88\|9.38\|496886;2026-03-06\|9.39\|-3.20\|9.53\|9.61\|9.34\|405575;2026-03-09\|9.23\|-1.70\|9.23\|9.30\|8.92\|450657;2026-03-10\|9.39\|1.73\|9.38\|9.52\|9.35\|274782;2026-03-11\|9.45\|0.64\|9.37\|9.59\|9.37\|258370;2026-03-12\|9.55\|1.06\|9.41\|9.67\|9.38\|257617;2026-03-13\|9.39\|-1.68\|9.50\|9.64\|9.36\|247623;2026-03-16\|9.00\|-4.15\|9.31\|9.33\|8.92\|594905;2026-03-17\|8.74\|-2.89\|9.07\|9.13\|8.72\|403061;2026-03-18\|8.81\|0.80\|8.79\|8.83\|8.66\|287086;2026-03-19\|8.62\|-2.16\|8.70\|8.75\|8.55\|299757;2026-03-20\|8.38\|-2.78\|8.62\|8.72\|8.38\|308533;2026-03-23\|7.80\|-6.92\|8.14\|8.24\|7.69\|483574;2026-03-24\|7.95\|1.92\|7.90\|7.97\|7.71\|267259;2026-03-25\|8.04\|1.13\|8.04\|8.09\|7.98\|226031;2026-03-26\|7.96\|-0.99\|8.04\|8.10\|7.89\|182642;2026-03-27\|8.03\|0.88\|7.87\|8.08\|7.84\|177651;2026-03-30\|8.07\|0.50\|7.92\|8.08\|7.86\|221858;2026-03-31\|7.91\|-1.98\|8.05\|8.15\|7.90\|214368;2026-04-01\|8.04\|1.64\|8.05\|8.08\|7.95\|210269;2026-04-02\|7.89\|-1.87\|8.01\|8.08\|7.82\|194294;2026-04-03\|7.79\|-1.27\|7.91\|7.95\|7.77\|144878;2026-04-07\|7.90\|1.41\|7.84\|7.99\|7.80\|153233;2026-04-08\|8.25\|4.43\|8.05\|8.25\|8.05\|304085;2026-04-09\|8.20\|-0.61\|8.17\|8.28\|8.13\|206649;2026-04-10\|8.30\|1.22\|8.25\|8.42\|8.24\|231854;2026-04-13\|8.29\|-0.12\|8.26\|8.35\|8.22\|155765;2026-04-14\|8.29\|0.00\|8.32\|8.39\|8.23\|170149;2026-04-15\|8.25\|-0.48\|8.32\|8.37\|8.23\|174120;2026-04-16\|8.29\|0.48\|8.26\|8.31\|8.21\|170986;2026-04-17\|8.34\|0.60\|8.27\|8.38\|8.24\|182099;2026-04-20\|8.42\|0.96\|8.30\|8.51\|8.29\|246291;2026-04-21\|8.37\|-0.59\|8.38\|8.44\|8.28\|197969;2026-04-22\|8.50\|1.55\|8.36\|8.55\|8.33\|192539;2026-04-23\|8.32\|-2.12\|8.47\|8.52\|8.29\|201743;2026-04-24\|8.18\|-1.68\|8.30\|8.34\|8.15\|185390;2026-04-27\|8.36\|2.20\|8.15\|8.39\|8.13\|176920;2026-04-28\|8.14\|-2.63\|8.35\|8.35\|8.10\|204142;2026-04-29\|8.18\|0.49\|8.08\|8.25\|8.07\|181171;2026-04-30\|7.62\|-6.85\|7.85\|7.88\|7.54\|512740;2026-05-06\|7.60\|-0.26\|7.64\|7.77\|7.58\|333337;2026-05-07\|7.71\|1.45\|7.61\|7.76\|7.61\|283419;2026-05-08\|7.77\|0.78\|7.69\|7.79\|7.62\|238456;2026-05-11\|7.83\|0.77\|7.81\|7.94\|7.76\|252900;2026-05-12\|7.68\|-1.92\|7.83\|7.84\|7.63\|248274;2026-05-13\|7.83\|1.95\|7.66\|7.95\|7.61\|272231;2026-05-14\|7.72\|-1.40\|7.87\|7.88\|7.64\|272610;2026-05-15\|7.47\|-3.24\|7.73\|7.77\|7.38\|359377;2026-05-18\|7.40\|-0.94\|7.45\|7.49\|7.30\|249262;2026-05-19\|7.52\|1.62\|7.40\|7.52\|7.30\|244294;2026-05-20\|7.35\|-2.26\|7.48\|7.50\|7.32\|188791;2026-05-21\|7.60\|3.40\|7.81\|8.09\|7.56\|961542;2026-05-22\|7.95\|4.61\|7.68\|7.98\|7.37\|939952;2026-05-25\|8.06\|1.38\|7.94\|8.22\|7.89\|651387;2026-05-26\|8.27\|2.61\|7.98\|8.40\|7.94\|720122;2026-05-27\|8.22\|-0.60\|8.27\|8.61\|8.11\|624050;2026-05-28\|8.18\|-0.49\|8.16\|8.28\|7.97\|453163;2026-05-29\|7.62\|-6.85\|8.17\|8.24\|7.57\|501489;2026-06-01\|7.80\|2.36\|7.60\|8.05\|7.58\|468363;2026-06-02\|7.94\|1.79\|7.76\|8.19\|7.66\|430551;2026-06-03\|8.00\|0.76\|7.87\|8.22\|7.87\|481793;2026-06-04\|8.24\|3.00\|7.90\|8.34\|7.89\|526813;2026-06-05\|8.61\|4.49\|8.13\|9.06\|8.06\|1088009;2026-06-08\|8.22\|-4.53\|8.38\|8.85\|8.20\|724935;2026-06-09\|8.32\|1.22\|8.35\|8.44\|8.02\|594676;2026-06-10\|8.00\|-3.85\|8.17\|8.26\|7.90\|539405;2026-06-11\|7.66\|-4.25\|7.88\|7.95\|7.55\|493046;2026-06-12\|7.51\|-1.96\|7.87\|8.08\|7.45\|585581;2026-06-15\|7.95\|5.86\|7.52\|7.99\|7.52\|626291;2026-06-16\|8.31\|4.53\|7.97\|8.55\|7.93\|599531;2026-06-17\|9.14\|9.99\|8.28\|9.14\|8.22\|576328;2026-06-18\|8.94\|-2.19\|9.00\|9.12\|8.69\|1333371;2026-06-22\|9.28\|3.80\|8.95\|9.50\|8.95\|1108174;2026-06-23\|9.99\|7.65\|9.30\|10.17\|9.06\|1484333;2026-06-24\|10.72\|7.31\|9.78\|10.99\|9.57\|1830753;2026-06-25\|10.38\|-3.17\|10.55\|10.78\|10.07\|1631329;2026-06-26\|9.88\|-4.82\|10.27\|10.60\|9.81\|1342625;2026-06-29\|9.48\|-4.05\|9.96\|10.13\|9.25\|1096657;2026-06-30\|9.91\|4.54\|9.54\|10.41\|9.46\|1204910;2026-07-01\|9.60\|-3.13\|9.90\|9.94\|9.48\|843578;2026-07-02\|9.71\|1.15\|9.30\|10.30\|8.91\|1256782;2026-07-03\|9.05\|-6.80\|9.68\|9.77\|9.01\|852069;2026-07-06\|8.62\|-4.75\|9.02\|9.16\|8.55\|735770;2026-07-07\|8.33\|-3.36\|8.56\|8.79\|8.27\|564470;2026-07-08\|7.86\|-5.64\|8.35\|8.49\|7.83\|686801;2026-07-09\|8.04\|2.29\|7.92\|8.08\|7.77\|540953;2026-07-10\|7.75\|-3.61\|8.00\|8.16\|7.75\|660058;2026-07-13\|7.16\|-7.61\|7.66\|7.72\|7.08\|638449
112895	英特尔斥巨资建设半导体基板制造厂	玻璃基封装载板+康宁合作+光互连+半导体显示行业原因： 5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。兴业证券研报指出，AI算力迭代驱动先进封装变革，玻璃基板迎来2026产业元年。公司原因： 1、据2026年6月17日投资者关系活动记录表，公司2026年上半年已实现板级玻璃基封装载板试验线全自动化设备通线，设计产能1000片/月，已拉通全流程工艺并完成大尺寸高层数20层样品送样，部分客户已通过概念认证进入技术测试阶段。 2、据2026年5月21日公告，公司与康宁公司签署合作备忘录，拟围绕玻璃基封装载板、光互连等重点领域开展合作；公司下属子公司MicroLED光互联芯片已产出样品并为客户送样。 3、据2025年年度报告及2026年5月12日投资者关系记录表，公司是全球半导体显示龙头，五大主流应用LCD面板出货量连续多年位居全球第一，柔性AMOLED一季度出货量4200万片保持增长，第8.6代AMOLED生产线预计2026年年中量产。	公司与康宁公司签署合作备忘录，围绕玻璃基封装载板、可折叠玻璃、钙钛矿玻璃基板、光互连相关应用等重点领域开展合作	2026-03-03\|4.32\|-3.79\|4.51\|4.53\|4.31\|9324252;2026-03-04\|4.32\|0.00\|4.29\|4.38\|4.26\|6794714;2026-03-05\|4.46\|3.24\|4.38\|4.53\|4.38\|10403171;2026-03-06\|4.37\|-2.02\|4.42\|4.43\|4.31\|9379855;2026-03-09\|4.31\|-1.37\|4.31\|4.33\|4.22\|8427998;2026-03-10\|4.35\|0.93\|4.35\|4.39\|4.33\|5721243;2026-03-11\|4.39\|0.92\|4.34\|4.40\|4.33\|5817267;2026-03-12\|4.42\|0.68\|4.40\|4.47\|4.38\|7535264;2026-03-13\|4.36\|-1.36\|4.40\|4.45\|4.35\|5289828;2026-03-16\|4.23\|-2.98\|4.34\|4.34\|4.20\|9061153;2026-03-17\|4.18\|-1.18\|4.25\|4.27\|4.18\|5143566;2026-03-18\|4.20\|0.48\|4.23\|4.23\|4.15\|5050721;2026-03-19\|4.09\|-2.62\|4.15\|4.16\|4.08\|5203475;2026-03-20\|4.08\|-0.24\|4.11\|4.15\|4.07\|4842912;2026-03-23\|3.87\|-5.15\|4.01\|4.02\|3.85\|9139187;2026-03-24\|4.00\|3.36\|3.92\|4.00\|3.90\|5840204;2026-03-25\|3.99\|-0.25\|4.03\|4.04\|3.98\|4393007;2026-03-26\|3.94\|-1.25\|3.99\|4.01\|3.93\|3942963;2026-03-27\|3.95\|0.25\|3.91\|3.97\|3.90\|3566305;2026-03-30\|3.94\|-0.25\|3.91\|3.95\|3.89\|3567123;2026-03-31\|3.91\|-0.76\|3.93\|3.97\|3.90\|3892818;2026-04-01\|4.01\|2.56\|4.01\|4.06\|3.97\|5831404;2026-04-02\|3.95\|-1.50\|4.01\|4.01\|3.93\|3903945;2026-04-03\|3.93\|-0.51\|3.96\|3.97\|3.92\|2770514;2026-04-07\|3.91\|-0.51\|3.95\|3.95\|3.89\|3465296;2026-04-08\|4.03\|3.07\|3.98\|4.04\|3.95\|5790905;2026-04-09\|4.01\|-0.50\|3.99\|4.03\|3.97\|4182506;2026-04-10\|4.04\|0.75\|4.05\|4.08\|4.03\|4622698;2026-04-13\|4.03\|-0.25\|4.01\|4.04\|3.99\|4046436;2026-04-14\|4.02\|-0.25\|4.05\|4.08\|3.99\|4426941;2026-04-15\|4.00\|-0.50\|4.04\|4.06\|4.00\|5348928;2026-04-16\|4.03\|0.75\|4.01\|4.04\|3.98\|4154285;2026-04-17\|4.02\|-0.25\|4.01\|4.04\|4.00\|3098677;2026-04-20\|4.19\|4.23\|4.06\|4.24\|4.05\|11904594;2026-04-21\|4.22\|0.72\|4.19\|4.34\|4.14\|11348024;2026-04-22\|4.27\|1.18\|4.20\|4.28\|4.20\|6812882;2026-04-23\|4.19\|-1.87\|4.26\|4.29\|4.17\|6914901;2026-04-24\|4.13\|-1.43\|4.17\|4.19\|4.11\|4600998;2026-04-27\|4.21\|1.94\|4.15\|4.22\|4.13\|4824066;2026-04-28\|4.15\|-1.43\|4.20\|4.21\|4.14\|3954386;2026-04-29\|4.17\|0.48\|4.14\|4.18\|4.12\|4140091;2026-04-30\|4.08\|-2.16\|4.13\|4.18\|4.08\|7454049;2026-05-06\|4.18\|2.45\|4.11\|4.22\|4.09\|8280385;2026-05-07\|4.21\|0.72\|4.20\|4.25\|4.16\|6650426;2026-05-08\|4.17\|-0.95\|4.19\|4.19\|4.12\|6379057;2026-05-11\|4.19\|0.48\|4.17\|4.23\|4.16\|6100840;2026-05-12\|4.17\|-0.48\|4.19\|4.23\|4.14\|6185213;2026-05-13\|4.23\|1.44\|4.17\|4.23\|4.15\|6382206;2026-05-14\|4.22\|-0.24\|4.28\|4.33\|4.20\|8761121;2026-05-15\|4.14\|-1.90\|4.22\|4.24\|4.12\|8215945;2026-05-18\|4.21\|1.69\|4.12\|4.23\|4.08\|8399587;2026-05-19\|4.31\|2.38\|4.20\|4.32\|4.17\|8801051;2026-05-20\|4.26\|-1.16\|4.29\|4.31\|4.24\|5717787;2026-05-21\|4.69\|10.09\|4.69\|4.69\|4.69\|10360100;2026-05-22\|5.16\|10.02\|4.70\|5.16\|4.47\|60110592;2026-05-25\|5.27\|2.13\|5.17\|5.37\|5.06\|43088758;2026-05-26\|5.77\|9.49\|5.22\|5.80\|5.18\|51377251;2026-05-27\|5.72\|-0.87\|5.80\|6.09\|5.53\|50185216;2026-05-28\|5.68\|-0.70\|5.72\|5.78\|5.51\|32854869;2026-05-29\|5.11\|-10.04\|5.63\|5.64\|5.11\|36253859;2026-06-01\|5.36\|4.89\|5.12\|5.59\|5.12\|33868876;2026-06-02\|5.47\|2.05\|5.31\|5.54\|5.11\|30258455;2026-06-03\|5.59\|2.19\|5.58\|5.92\|5.53\|36797584;2026-06-04\|6.15\|10.02\|5.69\|6.15\|5.69\|33229988;2026-06-05\|6.43\|4.55\|6.11\|6.77\|6.01\|55041155;2026-06-08\|6.29\|-2.18\|6.48\|6.74\|6.22\|45998759;2026-06-09\|6.52\|3.66\|6.49\|6.64\|6.14\|40031647;2026-06-10\|6.03\|-7.52\|6.34\|6.38\|5.94\|32284804;2026-06-11\|5.83\|-3.32\|6.00\|6.12\|5.70\|32996829;2026-06-12\|5.57\|-4.46\|5.95\|6.01\|5.56\|29146434;2026-06-15\|5.92\|6.28\|5.74\|6.01\|5.73\|29928307;2026-06-16\|6.10\|3.04\|5.93\|6.23\|5.86\|26028372;2026-06-17\|6.71\|10.00\|6.06\|6.71\|6.05\|18550206;2026-06-18\|6.55\|-1.50\|6.86\|6.93\|6.49\|40032427;2026-06-22\|6.93\|5.80\|6.80\|7.18\|6.68\|36729053;2026-06-23\|6.77\|-2.31\|6.85\|7.07\|6.61\|29140578;2026-06-24\|7.07\|4.43\|6.70\|7.15\|6.57\|35877142;2026-06-25\|7.52\|6.36\|7.33\|7.67\|7.14\|36963548;2026-06-26\|7.79\|3.59\|7.50\|8.24\|7.36\|45251769;2026-06-29\|7.95\|2.05\|7.96\|8.21\|7.51\|41524576;2026-06-30\|8.68\|9.18\|8.15\|8.75\|8.11\|51878997;2026-07-01\|8.77\|1.04\|8.49\|8.81\|8.31\|46253150;2026-07-02\|9.10\|3.76\|8.15\|9.50\|7.89\|56618589;2026-07-03\|8.38\|-7.91\|8.86\|9.09\|8.31\|41442067;2026-07-06\|7.76\|-7.40\|8.21\|8.52\|7.74\|37087421;2026-07-07\|7.58\|-2.32\|7.66\|7.84\|7.45\|28186977;2026-07-08\|7.63\|0.66\|7.69\|7.90\|7.26\|33222878;2026-07-09\|8.15\|6.82\|7.71\|8.18\|7.71\|37939905;2026-07-10\|7.59\|-6.87\|8.16\|8.34\|7.59\|38046199;2026-07-13\|6.83\|-10.01\|7.35\|7.41\|6.83\|31598382
112894	英特尔斥巨资建设半导体基板制造厂	玻璃基板+芯片封装+显示面板行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年6月29日财闻报道，康宁公司发布玻璃基光互连方案Glass Bridge，有效解决CPO量产中的耦合良率与信号损耗问题，确立其作为高速光模块关键基材的地位，带动玻璃基板概念热度提升；据上证报2026年6月28日报道，彩虹股份作为上游材料环节主要提供高世代无碱玻璃原片及超薄玻璃材料。 2、据2026年5月20日互动易，公司2025年报披露的封装玻璃料方是指可用于芯片封装用玻璃基板的料方，料方研发已取得突破；但据2026年6月18日公告，相关产品尚处于研发阶段，没有产品进入半导体封装相关领域的测试。 3、公司是国内首家具备G8.5+基板玻璃量产供应能力的企业，主营业务为基板玻璃与显示面板的研发、生产与销售，形成了“面板+基板”上下游产业联动布局，显示面板产品涵盖32至100寸电视显示屏。	此前美国认定公司自主研发的“616”新料方玻璃基板不侵犯美国康宁公司专利	2026-03-03\|6.65\|-5.00\|7.00\|7.03\|6.61\|427161;2026-03-04\|6.40\|-3.76\|6.56\|6.85\|6.39\|474515;2026-03-05\|6.76\|5.62\|6.52\|6.95\|6.51\|637087;2026-03-06\|6.48\|-4.14\|6.67\|6.68\|6.38\|677043;2026-03-09\|6.31\|-2.62\|6.39\|6.40\|6.07\|479991;2026-03-10\|6.46\|2.38\|6.39\|6.54\|6.37\|337358;2026-03-11\|6.42\|-0.62\|6.43\|6.51\|6.35\|322836;2026-03-12\|6.42\|0.00\|6.40\|6.53\|6.37\|230891;2026-03-13\|6.45\|0.47\|6.38\|6.60\|6.35\|368250;2026-03-16\|6.40\|-0.78\|6.45\|6.46\|6.26\|322229;2026-03-17\|6.32\|-1.25\|6.41\|6.57\|6.31\|327456;2026-03-18\|6.26\|-0.95\|6.31\|6.38\|6.18\|239137;2026-03-19\|6.05\|-3.35\|6.18\|6.19\|6.02\|270222;2026-03-20\|5.97\|-1.32\|6.08\|6.16\|5.97\|222737;2026-03-23\|5.68\|-4.86\|5.90\|5.91\|5.64\|295951;2026-03-24\|5.81\|2.29\|5.79\|5.82\|5.65\|176741;2026-03-25\|5.78\|-0.52\|5.82\|5.87\|5.76\|236693;2026-03-26\|5.68\|-1.73\|5.77\|5.82\|5.66\|169566;2026-03-27\|5.69\|0.18\|5.60\|5.72\|5.59\|162176;2026-03-30\|5.69\|0.00\|5.60\|5.69\|5.50\|170678;2026-03-31\|5.59\|-1.76\|5.67\|5.73\|5.57\|154623;2026-04-01\|5.66\|1.25\|5.69\|5.72\|5.61\|130673;2026-04-02\|5.55\|-1.94\|5.65\|5.66\|5.52\|161397;2026-04-03\|5.48\|-1.26\|5.55\|5.58\|5.46\|126457;2026-04-07\|5.57\|1.64\|5.52\|5.61\|5.48\|139478;2026-04-08\|5.80\|4.13\|5.67\|5.82\|5.66\|280200;2026-04-09\|6.38\|10.00\|6.05\|6.38\|6.05\|469681;2026-04-10\|7.02\|10.03\|7.02\|7.02\|6.88\|924141;2026-04-13\|6.89\|-1.85\|6.95\|7.12\|6.79\|1637688;2026-04-14\|6.83\|-0.87\|6.75\|7.12\|6.71\|1223317;2026-04-15\|7.19\|5.27\|6.83\|7.49\|6.72\|1997045;2026-04-16\|7.08\|-1.53\|6.96\|7.09\|6.88\|1158980;2026-04-17\|7.79\|10.03\|7.10\|7.79\|7.09\|1185711;2026-04-20\|8.57\|10.01\|8.27\|8.57\|8.08\|1107222;2026-04-21\|8.45\|-1.40\|8.68\|8.93\|8.18\|2839316;2026-04-22\|8.86\|4.85\|8.41\|9.17\|8.36\|2381613;2026-04-23\|8.53\|-3.72\|8.68\|8.88\|8.29\|1631914;2026-04-24\|8.07\|-5.39\|8.40\|8.50\|7.99\|1223736;2026-04-27\|8.88\|10.04\|8.05\|8.88\|8.01\|1733130;2026-04-28\|8.66\|-2.48\|8.91\|9.04\|8.44\|1503994;2026-04-29\|8.80\|1.62\|8.50\|9.10\|8.50\|1458082;2026-04-30\|8.09\|-8.07\|8.28\|8.45\|8.01\|1557798;2026-05-06\|8.22\|1.61\|8.23\|8.46\|8.12\|1207629;2026-05-07\|9.04\|9.98\|8.42\|9.04\|8.41\|1527635;2026-05-08\|8.88\|-1.77\|8.96\|9.04\|8.56\|2133496;2026-05-11\|9.15\|3.04\|9.03\|9.44\|8.87\|2217608;2026-05-12\|9.50\|3.83\|9.31\|9.83\|9.11\|2054861;2026-05-13\|10.45\|10.00\|9.22\|10.45\|9.20\|1054847;2026-05-14\|10.77\|3.06\|10.52\|11.18\|10.11\|2991052;2026-05-15\|10.69\|-0.74\|10.69\|11.72\|10.64\|2550174;2026-05-18\|10.87\|1.68\|10.26\|10.97\|10.26\|1756205;2026-05-19\|10.35\|-4.78\|10.77\|10.77\|9.82\|1637962;2026-05-20\|10.39\|0.39\|10.25\|10.64\|10.05\|1548063;2026-05-21\|11.42\|9.91\|11.43\|11.43\|11.30\|1931377;2026-05-22\|11.10\|-2.80\|10.93\|11.43\|10.57\|2684439;2026-05-25\|11.60\|4.50\|11.10\|11.88\|10.77\|2530216;2026-05-26\|11.88\|2.41\|11.20\|12.19\|11.20\|2706643;2026-05-27\|11.93\|0.42\|11.96\|12.83\|11.60\|2766716;2026-05-28\|10.86\|-8.97\|11.30\|11.40\|10.85\|2345054;2026-05-29\|9.77\|-10.04\|10.78\|10.86\|9.77\|2002349;2026-06-01\|9.88\|1.13\|9.77\|10.59\|9.76\|1788491;2026-06-02\|10.09\|2.13\|9.85\|10.15\|9.43\|1538447;2026-06-03\|10.42\|3.27\|10.10\|10.60\|9.96\|1863791;2026-06-04\|10.95\|5.09\|10.30\|11.18\|10.21\|2299888;2026-06-05\|11.71\|6.94\|10.85\|12.05\|10.40\|3947578;2026-06-08\|11.76\|0.43\|11.37\|12.39\|10.92\|3600412;2026-06-09\|12.45\|5.87\|11.86\|12.62\|11.30\|3014159;2026-06-10\|11.33\|-9.00\|12.01\|12.18\|11.23\|2623868;2026-06-11\|10.61\|-6.35\|11.21\|11.21\|10.38\|2214231;2026-06-12\|9.86\|-7.07\|10.75\|10.88\|9.82\|2164996;2026-06-15\|10.47\|6.19\|10.02\|10.73\|9.90\|1743200;2026-06-16\|11.51\|9.93\|10.50\|11.52\|10.50\|2519502;2026-06-17\|12.66\|9.99\|11.34\|12.66\|11.32\|2157327;2026-06-18\|11.71\|-7.50\|12.34\|12.46\|11.47\|3415353;2026-06-22\|12.40\|5.89\|12.29\|12.80\|12.20\|2687536;2026-06-23\|13.64\|10.00\|12.68\|13.64\|12.34\|3680392;2026-06-24\|13.53\|-0.81\|13.00\|14.14\|13.00\|3927718;2026-06-25\|13.63\|1.26\|13.79\|14.27\|13.25\|3048125;2026-06-26\|13.96\|2.42\|13.64\|14.91\|13.63\|3171667;2026-06-29\|15.35\|9.96\|14.00\|15.36\|13.97\|3828205;2026-06-30\|16.89\|10.03\|15.05\|16.89\|14.69\|2117757;2026-07-01\|17.66\|4.56\|16.73\|17.75\|16.01\|4119707;2026-07-02\|16.69\|-5.49\|16.40\|18.35\|15.89\|4116631;2026-07-03\|15.02\|-10.01\|15.80\|16.03\|15.02\|2790498;2026-07-06\|13.52\|-9.99\|14.90\|15.00\|13.52\|2263626;2026-07-07\|12.95\|-4.22\|13.00\|13.67\|12.69\|1978456;2026-07-08\|12.26\|-5.33\|12.95\|13.18\|11.97\|2088536;2026-07-09\|12.49\|1.88\|12.44\|12.72\|11.69\|2429556;2026-07-10\|11.95\|-4.32\|12.68\|13.45\|11.95\|2502987;2026-07-13\|10.76\|-9.96\|11.42\|12.02\|10.76\|1746448
112893	英特尔斥巨资建设半导体基板制造厂	CPO+商业航天+Micro LED+玻璃基板行业原因： 1、据上海证券报3月3日报道，英伟达与Lumentum、Coherent签署多年战略协议并投入40亿美元，锁定硅光子及CPO产能。 2、英伟达GTC 2026大会将于3月16日举行，业界推测，大会预计将集中展示新一代GPU架构Rubin平台，以及下一代Feynman架构的GPU、CPO交换机、电源架构升级以及液冷散热等关键技术进展。公司原因： 1、据2025年2月2日互动易，公司子公司通格微是全球极少数掌握玻璃基TGV全制程工艺并实现产业化的公司，产品应用于通信5g-A/6G、光模块CPO封装、半导体先进封装等。公司玻璃基1.6T光模块/CPO产品已完成小批量送样，目前正协同客户进行测试与验证。 2、据2026年2月2日互动易，公司自主研发的CPI膜材搭配特种防护镀膜，已携手头部商业航天客户，成功实现卫星柔性太阳翼的在轨应用；同时，公司正与多家柔性太阳翼相关客户推进业务对接及产品测试工作，整体进展顺利。 3、据2025年半年度报告，公司建成全球首条玻璃基TGV多层线路板生产线，玻璃基线路板在Mini/Micro LED、5G-A/6G、半导体先进封装等多领域同步推进。	公司光模块/CPO玻璃基封装载板已批量送样，与北极雄芯战略合作开发AI芯片玻璃基先进封装	2026-03-03\|36.64\|-7.80\|39.74\|40.34\|36.60\|119773;2026-03-04\|36.06\|-1.58\|35.88\|37.22\|35.82\|72625;2026-03-05\|39.67\|10.01\|37.86\|39.67\|37.86\|77602;2026-03-06\|40.18\|1.29\|39.68\|41.25\|38.47\|234081;2026-03-09\|38.38\|-4.48\|38.18\|38.67\|36.52\|166130;2026-03-10\|39.42\|2.71\|39.15\|40.46\|38.41\|133966;2026-03-11\|43.36\|9.99\|39.59\|43.36\|39.59\|211646;2026-03-12\|41.90\|-3.37\|43.00\|43.74\|41.78\|233932;2026-03-13\|41.02\|-2.10\|41.89\|42.53\|40.86\|139867;2026-03-16\|42.50\|3.61\|42.17\|43.29\|41.97\|176448;2026-03-17\|38.26\|-9.98\|45.08\|45.08\|38.25\|263647;2026-03-18\|39.13\|2.27\|38.10\|39.60\|38.10\|134484;2026-03-19\|38.03\|-2.81\|37.80\|39.20\|37.30\|107132;2026-03-20\|36.88\|-3.02\|38.71\|39.50\|36.88\|123194;2026-03-23\|36.50\|-1.03\|35.50\|37.95\|35.11\|109745;2026-03-24\|36.30\|-0.55\|36.85\|36.98\|34.99\|98052;2026-03-25\|36.65\|0.96\|36.86\|37.65\|36.40\|84073;2026-03-26\|35.80\|-2.32\|36.31\|37.48\|35.55\|81974;2026-03-27\|35.40\|-1.12\|35.12\|36.44\|34.70\|79266;2026-03-30\|34.13\|-3.59\|35.00\|35.00\|33.05\|95682;2026-03-31\|32.76\|-4.01\|34.09\|34.40\|32.68\|69741;2026-04-01\|34.13\|4.18\|33.50\|34.39\|33.50\|71097;2026-04-02\|32.89\|-3.63\|34.02\|34.02\|32.62\|51657;2026-04-03\|34.07\|3.59\|33.00\|34.22\|32.60\|66376;2026-04-07\|32.90\|-3.43\|33.00\|33.52\|32.22\|82309;2026-04-08\|35.65\|8.36\|33.90\|36.19\|33.61\|133397;2026-04-09\|39.22\|10.01\|36.22\|39.22\|36.09\|225722;2026-04-10\|43.14\|9.99\|40.50\|43.14\|39.68\|310530;2026-04-13\|44.00\|1.99\|41.86\|45.40\|41.86\|328521;2026-04-14\|45.02\|2.32\|44.34\|46.00\|43.90\|245705;2026-04-15\|49.52\|10.00\|44.66\|49.52\|44.60\|188851;2026-04-16\|48.09\|-2.89\|49.00\|49.00\|46.06\|297355;2026-04-17\|52.90\|10.00\|48.00\|52.90\|48.00\|218748;2026-04-20\|58.19\|10.00\|56.60\|58.19\|56.20\|95725;2026-04-21\|58.51\|0.55\|60.00\|62.93\|56.00\|537891;2026-04-22\|64.36\|10.00\|58.29\|64.36\|58.29\|249432;2026-04-23\|60.50\|-6.00\|61.50\|66.00\|60.00\|335723;2026-04-24\|58.30\|-3.64\|60.38\|62.09\|57.38\|265484;2026-04-27\|64.13\|10.00\|60.57\|64.13\|60.06\|133922;2026-04-28\|63.40\|-1.14\|66.90\|66.90\|62.82\|273331;2026-04-29\|69.74\|10.00\|64.41\|69.74\|64.41\|204787;2026-04-30\|69.35\|-0.56\|71.83\|72.75\|66.50\|273300;2026-05-06\|66.80\|-3.68\|72.00\|72.00\|65.36\|351103;2026-05-07\|68.60\|2.69\|68.56\|70.11\|64.68\|349897;2026-05-08\|72.75\|6.05\|66.30\|74.00\|65.00\|341326;2026-05-11\|80.03\|10.01\|74.08\|80.03\|73.67\|257227;2026-05-12\|81.76\|2.16\|82.18\|86.03\|78.00\|376515;2026-05-13\|88.10\|7.75\|78.98\|88.88\|78.98\|303317;2026-05-14\|83.32\|-5.43\|88.30\|88.88\|81.09\|329717;2026-05-15\|74.99\|-10.00\|74.99\|74.99\|74.99\|23736;2026-05-18\|67.49\|-10.00\|67.49\|67.49\|67.49\|12333;2026-05-19\|70.73\|4.80\|61.39\|74.00\|61.39\|443165;2026-05-20\|77.76\|9.94\|67.99\|77.80\|67.19\|337459;2026-05-21\|81.02\|4.19\|83.02\|85.54\|79.88\|363687;2026-05-22\|80.00\|-1.26\|81.00\|84.95\|75.60\|303885;2026-05-25\|83.22\|4.03\|80.00\|87.09\|79.99\|269293;2026-05-26\|91.54\|10.00\|85.79\|91.54\|83.93\|208462;2026-05-27\|99.99\|9.23\|97.55\|100.69\|96.77\|407247;2026-05-28\|109.99\|10.00\|98.01\|109.99\|97.02\|270031;2026-05-29\|104.08\|-5.37\|112.00\|114.90\|98.99\|430963;2026-06-01\|114.49\|10.00\|110.00\|114.49\|109.23\|121842;2026-06-02\|122.00\|6.56\|118.21\|123.44\|110.61\|430032;2026-06-03\|118.82\|-2.61\|120.00\|128.78\|115.23\|362677;2026-06-04\|122.40\|3.01\|113.90\|126.66\|107.11\|333219;2026-06-05\|132.40\|8.17\|122.30\|134.64\|122.30\|357753;2026-06-08\|136.50\|3.10\|129.76\|144.05\|125.80\|377372;2026-06-09\|150.15\|10.00\|137.00\|150.15\|131.00\|335116;2026-06-10\|154.96\|3.20\|145.08\|158.80\|141.22\|347595;2026-06-11\|139.46\|-10.00\|150.01\|157.88\|139.46\|295293;2026-06-12\|129.80\|-6.93\|137.07\|149.87\|125.51\|546066;2026-06-15\|137.30\|5.78\|128.51\|138.88\|119.00\|379898;2026-06-16\|151.03\|10.00\|137.00\|151.03\|137.00\|268238;2026-06-17\|166.13\|10.00\|155.68\|166.13\|155.68\|119381;2026-06-18\|164.70\|-0.86\|171.11\|172.99\|150.00\|339157;2026-06-22\|172.02\|4.44\|172.70\|180.60\|163.60\|308238;2026-06-23\|172.15\|0.08\|172.06\|184.37\|164.10\|304393;2026-06-24\|167.37\|-2.78\|168.88\|172.99\|160.11\|287667;2026-06-25\|171.99\|2.76\|172.88\|175.00\|160.97\|305076;2026-06-26\|178.00\|3.49\|167.00\|188.00\|164.86\|313090;2026-06-29\|163.35\|-8.23\|178.50\|184.09\|160.20\|294954;2026-06-30\|162.97\|-0.23\|161.77\|173.57\|151.10\|296855;2026-07-01\|148.50\|-8.88\|157.01\|161.86\|147.00\|337604;2026-07-02\|137.81\|-7.20\|140.00\|148.00\|133.65\|263321;2026-07-03\|137.10\|-0.52\|136.01\|143.00\|132.90\|205080;2026-07-06\|123.39\|-10.00\|135.46\|138.39\|123.39\|226410;2026-07-07\|120.69\|-2.19\|122.49\|125.54\|118.30\|172409;2026-07-08\|122.37\|1.39\|121.00\|129.00\|120.50\|235616;2026-07-09\|125.60\|2.64\|123.98\|127.00\|116.51\|239378;2026-07-10\|118.14\|-5.94\|129.06\|136.66\|118.14\|301869;2026-07-13\|108.00\|-8.58\|116.02\|119.14\|107.67\|219580
112892	英特尔斥巨资建设半导体基板制造厂	玻璃基板+浮法玻璃+光伏玻璃行业原因： 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2025年8月27日互动易，公司正与国内某著名自主芯片科技公司合作研发高性能芯片封装玻璃；据2026年4月23日年报，半导体封装用玻璃基板、TGV玻璃中介层等正成为电子玻璃行业重要发展赛道。 2、据2026年4月23日年报，公司浮法玻璃日熔量16,600吨，光伏玻璃产能13,000吨/日，两大主业产能均位列行业前三，是国内建筑玻璃原片及光伏光电玻璃领域的龙头企业之一。 3、据西部证券2026年6月15日研报，首次覆盖给予“增持”评级，预计2026-2028年归母净利润分别同比增长8%、56%、30%，认为公司成本优势构筑护城河，有望率先受益于行业供需格局改善。	公司已构建优质浮法玻璃原片、节能建筑玻璃、光伏玻璃、高铝电子玻璃、中性硼硅玻璃产业发展格局	2026-03-03\|7.14\|-4.16\|7.47\|7.52\|7.08\|597546;2026-03-04\|6.81\|-4.62\|7.05\|7.18\|6.70\|1038457;2026-03-05\|6.76\|-0.73\|6.90\|6.94\|6.70\|556539;2026-03-06\|6.93\|2.51\|6.70\|6.99\|6.69\|526335;2026-03-09\|6.84\|-1.30\|6.88\|7.00\|6.69\|503321;2026-03-10\|6.94\|1.46\|6.86\|7.08\|6.86\|488715;2026-03-11\|7.08\|2.02\|6.94\|7.15\|6.91\|466461;2026-03-12\|6.92\|-2.26\|7.11\|7.11\|6.86\|494952;2026-03-13\|6.81\|-1.59\|6.89\|7.08\|6.78\|410022;2026-03-16\|6.64\|-2.50\|6.81\|6.89\|6.54\|588829;2026-03-17\|6.57\|-1.05\|6.65\|6.87\|6.56\|512983;2026-03-18\|6.46\|-1.67\|6.58\|6.64\|6.40\|470495;2026-03-19\|6.22\|-3.72\|6.40\|6.43\|6.18\|537624;2026-03-20\|6.09\|-2.09\|6.25\|6.30\|6.03\|599580;2026-03-23\|5.87\|-3.61\|6.05\|6.07\|5.73\|777432;2026-03-24\|5.91\|0.68\|5.92\|5.97\|5.78\|528859;2026-03-25\|5.97\|1.02\|5.90\|6.04\|5.90\|470793;2026-03-26\|5.73\|-4.02\|5.96\|6.02\|5.67\|851057;2026-03-27\|5.79\|1.05\|5.66\|5.83\|5.65\|394102;2026-03-30\|5.85\|1.04\|5.72\|5.90\|5.61\|474717;2026-03-31\|5.83\|-0.34\|5.82\|6.09\|5.78\|627782;2026-04-01\|5.90\|1.20\|5.90\|6.02\|5.85\|409963;2026-04-02\|5.80\|-1.69\|5.85\|5.87\|5.73\|375432;2026-04-03\|5.62\|-3.10\|5.79\|5.80\|5.60\|319416;2026-04-07\|5.60\|-0.36\|5.64\|5.66\|5.56\|295184;2026-04-08\|5.83\|4.11\|5.70\|5.83\|5.70\|426260;2026-04-09\|5.79\|-0.69\|5.81\|5.82\|5.67\|435390;2026-04-10\|5.81\|0.35\|5.84\|5.92\|5.80\|561946;2026-04-13\|5.93\|2.07\|5.74\|5.97\|5.71\|522131;2026-04-14\|5.88\|-0.84\|5.92\|5.96\|5.82\|374140;2026-04-15\|5.79\|-1.53\|5.88\|5.91\|5.79\|417578;2026-04-16\|5.88\|1.55\|5.81\|5.90\|5.77\|363101;2026-04-17\|5.90\|0.34\|5.86\|5.97\|5.78\|475799;2026-04-20\|6.10\|3.39\|5.97\|6.22\|5.96\|1060118;2026-04-21\|6.01\|-1.48\|6.07\|6.12\|5.98\|571165;2026-04-22\|6.12\|1.83\|6.04\|6.19\|5.98\|655164;2026-04-23\|6.03\|-1.47\|6.00\|6.15\|5.89\|1067945;2026-04-24\|6.42\|6.47\|6.13\|6.59\|6.10\|2063132;2026-04-27\|6.83\|6.39\|6.45\|7.06\|6.45\|1836578;2026-04-28\|6.53\|-4.39\|6.79\|6.81\|6.50\|1091967;2026-04-29\|6.51\|-0.31\|6.47\|6.68\|6.41\|834718;2026-04-30\|6.33\|-2.77\|6.46\|6.49\|6.24\|853708;2026-05-06\|6.42\|1.42\|6.38\|6.47\|6.25\|897284;2026-05-07\|6.65\|3.58\|6.39\|6.75\|6.37\|1058546;2026-05-08\|6.22\|-6.47\|6.57\|6.69\|6.16\|1469166;2026-05-11\|6.56\|5.47\|6.20\|6.66\|6.08\|1392829;2026-05-12\|6.79\|3.51\|6.51\|6.86\|6.34\|1299608;2026-05-13\|6.78\|-0.15\|6.71\|6.86\|6.62\|838192;2026-05-14\|6.70\|-1.18\|6.75\|6.90\|6.60\|783110;2026-05-15\|6.38\|-4.78\|6.69\|6.77\|6.29\|930629;2026-05-18\|6.48\|1.57\|6.32\|6.58\|6.26\|696106;2026-05-19\|6.46\|-0.31\|6.48\|6.60\|6.37\|479016;2026-05-20\|6.36\|-1.55\|6.45\|6.48\|6.20\|607267;2026-05-21\|6.83\|7.39\|6.70\|7.00\|6.70\|1991487;2026-05-22\|6.76\|-1.02\|6.72\|6.83\|6.54\|1694618;2026-05-25\|7.12\|5.33\|6.83\|7.33\|6.73\|1603923;2026-05-26\|7.10\|-0.28\|7.06\|7.33\|7.04\|1306573;2026-05-27\|6.99\|-1.55\|7.02\|7.34\|6.95\|1456564;2026-05-28\|6.95\|-0.57\|6.95\|7.16\|6.85\|1140973;2026-05-29\|6.69\|-3.74\|7.06\|7.18\|6.52\|1418503;2026-06-01\|6.76\|1.05\|6.58\|6.93\|6.57\|1264376;2026-06-02\|6.50\|-3.85\|6.70\|6.75\|6.39\|842576;2026-06-03\|6.19\|-4.77\|6.48\|6.62\|6.15\|989442;2026-06-04\|6.56\|5.98\|6.10\|6.78\|6.01\|1624864;2026-06-05\|7.03\|7.16\|6.49\|7.22\|6.49\|2316250;2026-06-08\|6.78\|-3.56\|6.93\|7.25\|6.74\|2121762;2026-06-09\|7.19\|6.05\|6.89\|7.22\|6.51\|1781479;2026-06-10\|6.60\|-6.78\|7.08\|7.22\|6.52\|1790213;2026-06-11\|6.63\|0.45\|6.46\|6.80\|6.36\|1122482;2026-06-12\|6.51\|-1.81\|6.71\|6.87\|6.33\|1328545;2026-06-15\|7.16\|9.98\|6.55\|7.16\|6.53\|1899988;2026-06-16\|7.88\|10.06\|7.27\|7.88\|7.19\|1574261;2026-06-17\|8.67\|10.03\|8.67\|8.67\|8.67\|650258;2026-06-18\|8.04\|-7.27\|8.59\|8.59\|7.80\|4265516;2026-06-22\|8.37\|4.10\|8.28\|8.58\|8.02\|3139229;2026-06-23\|7.83\|-6.45\|8.16\|8.32\|7.77\|2331372;2026-06-24\|7.62\|-2.68\|7.60\|7.88\|7.43\|1762515;2026-06-25\|8.35\|9.58\|7.85\|8.36\|7.75\|2727856;2026-06-26\|8.93\|6.95\|8.37\|9.19\|8.31\|3724778;2026-06-29\|9.82\|9.97\|9.68\|9.82\|9.55\|830769;2026-06-30\|10.23\|4.18\|9.82\|10.58\|9.36\|4342434;2026-07-01\|9.77\|-4.50\|10.08\|10.17\|9.46\|3014909;2026-07-02\|9.10\|-6.86\|9.15\|9.50\|8.83\|2356539;2026-07-03\|8.42\|-7.47\|8.92\|9.05\|8.38\|2101512;2026-07-06\|7.87\|-6.53\|8.55\|8.63\|7.83\|1673679;2026-07-07\|7.75\|-1.52\|7.78\|8.02\|7.62\|1292619;2026-07-08\|7.25\|-6.45\|7.76\|7.88\|7.20\|1388587;2026-07-09\|7.21\|-0.55\|7.33\|7.65\|6.96\|1468389;2026-07-10\|7.08\|-1.80\|7.30\|7.76\|7.08\|2206256;2026-07-13\|6.73\|-4.94\|6.87\|7.08\|6.70\|1418741
112891	英特尔斥巨资建设半导体基板制造厂	国家电投入主+碳酸锶+30万吨天青石项目行业原因：据自然资源部4月29日消息，我国新一轮找矿突破战略行动取得一系列新突破，矿产资源家底进一步夯实，有力保障了国家能源资源安全。截至“十四五”末，我国稀土、钨、锡等14种矿产储量居世界第一位，煤炭、铁、锂等9种矿产储量居世界前四位。公司原因： 1、据2026年3月10日公告，黄河公司与青海国投、青海发投签署《一致行动协议》，公司实际控制人变更为国家电力投资集团。 2、据2025年年度报告，公司正筹建30万吨天青石精选及4.5万吨碳酸锶项目，投产后将贯通矿山—锶盐—合金全产业链。 3、据2025年年度报告，公司主要产品包括碳酸锶（含工业级碳酸锶、电子级碳酸锶）、金属锶、铝锶合金、硝酸锶、氢氧化锶和副产品硫磺、亚硫酸钠。公司拥有位于青海省海西州茫崖市大风山地区的锶矿，矿区面积25平方公里，保有储量约1,500万吨；目前公司已形成年产2万吨碳酸锶、2000吨金属锶及5000吨铝锶合金生产规模。	公司主营锶盐系列产品的生产和销售，可应用于液晶玻璃基板等	2026-03-03\|21.74\|10.02\|21.74\|21.74\|21.59\|266529;2026-03-04\|22.81\|4.92\|21.00\|23.84\|19.57\|712840;2026-03-05\|23.79\|4.30\|22.20\|24.58\|20.65\|580618;2026-03-06\|24.47\|2.86\|23.68\|24.87\|23.09\|499750;2026-03-09\|22.02\|-10.01\|24.90\|25.35\|22.02\|517404;2026-03-10\|21.15\|-3.95\|20.84\|22.73\|20.72\|433836;2026-03-11\|21.63\|2.27\|20.81\|21.99\|20.23\|405060;2026-03-12\|23.79\|9.99\|22.00\|23.79\|21.51\|574943;2026-03-13\|24.85\|4.46\|24.31\|25.58\|23.40\|597669;2026-03-16\|25.30\|1.81\|24.80\|27.18\|23.37\|609222;2026-03-17\|25.11\|-0.75\|25.00\|26.36\|24.65\|472354;2026-03-18\|22.85\|-9.00\|25.11\|25.11\|22.70\|406171;2026-03-19\|21.35\|-6.56\|23.52\|23.94\|21.10\|382987;2026-03-20\|19.84\|-7.07\|20.92\|21.00\|19.80\|301563;2026-03-23\|18.80\|-5.24\|18.87\|20.34\|18.58\|263763;2026-03-24\|18.63\|-0.90\|18.80\|18.92\|17.89\|263512;2026-03-25\|18.51\|-0.64\|18.36\|18.88\|18.00\|221911;2026-03-26\|17.96\|-2.97\|18.30\|18.67\|17.76\|196239;2026-03-27\|18.63\|3.73\|18.01\|19.53\|17.87\|290895;2026-03-30\|18.29\|-1.82\|19.32\|19.73\|18.10\|246070;2026-03-31\|17.43\|-4.70\|18.36\|18.84\|17.42\|232236;2026-04-01\|17.56\|0.75\|17.78\|18.04\|17.52\|178059;2026-04-02\|17.48\|-0.46\|17.60\|18.04\|17.41\|148250;2026-04-03\|16.33\|-6.58\|17.25\|17.40\|16.14\|243241;2026-04-07\|16.92\|3.61\|16.32\|17.05\|16.19\|180744;2026-04-08\|17.08\|0.95\|16.51\|17.16\|16.41\|154528;2026-04-09\|17.25\|1.00\|17.01\|17.33\|16.57\|168571;2026-04-10\|17.03\|-1.28\|17.12\|17.44\|17.00\|114433;2026-04-13\|17.95\|5.40\|17.45\|18.32\|17.10\|266138;2026-04-14\|17.35\|-3.34\|17.70\|17.77\|17.15\|207089;2026-04-15\|17.14\|-1.21\|17.20\|17.39\|17.00\|152873;2026-04-16\|18.23\|6.36\|17.02\|18.39\|17.01\|238724;2026-04-17\|18.08\|-0.82\|18.56\|18.84\|18.02\|204457;2026-04-20\|18.88\|4.42\|18.33\|19.15\|18.20\|212923;2026-04-21\|18.59\|-1.54\|18.82\|19.14\|18.05\|152848;2026-04-22\|18.82\|1.24\|18.61\|19.14\|18.37\|163901;2026-04-23\|18.30\|-2.76\|18.67\|18.89\|18.02\|138600;2026-04-24\|18.05\|-1.37\|18.41\|18.56\|17.68\|124884;2026-04-27\|18.31\|1.44\|17.60\|18.99\|17.12\|198445;2026-04-28\|18.26\|-0.27\|18.28\|18.47\|17.82\|109656;2026-04-29\|20.09\|10.02\|18.26\|20.09\|17.86\|190582;2026-04-30\|22.10\|10.01\|20.95\|22.10\|20.60\|474412;2026-05-06\|21.66\|-1.99\|22.10\|22.70\|21.23\|367678;2026-05-07\|22.43\|3.55\|21.44\|22.65\|20.95\|330844;2026-05-08\|23.10\|2.99\|22.38\|23.53\|22.20\|265540;2026-05-11\|24.77\|7.23\|23.10\|25.41\|23.01\|348255;2026-05-12\|25.40\|2.54\|25.28\|25.76\|24.00\|293851;2026-05-13\|25.47\|0.28\|25.20\|26.80\|25.01\|219315;2026-05-14\|25.19\|-1.10\|25.65\|27.43\|25.19\|258517;2026-05-15\|25.20\|0.04\|25.19\|25.77\|24.89\|199869;2026-05-18\|27.72\|10.00\|25.01\|27.72\|25.01\|189767;2026-05-19\|27.54\|-0.65\|28.00\|28.83\|27.40\|296552;2026-05-20\|27.72\|0.65\|27.54\|27.80\|26.44\|213228;2026-05-21\|27.15\|-2.06\|27.32\|29.87\|27.15\|306285;2026-05-22\|29.87\|10.02\|27.40\|29.87\|27.39\|223966;2026-05-25\|32.05\|7.30\|30.89\|32.50\|30.64\|304691;2026-05-26\|31.60\|-1.40\|32.03\|33.17\|30.90\|282779;2026-05-27\|29.15\|-7.75\|31.69\|32.39\|28.44\|383315;2026-05-28\|30.05\|3.09\|29.00\|30.74\|28.68\|263065;2026-05-29\|29.36\|-2.30\|29.26\|30.86\|28.40\|217798;2026-06-01\|29.71\|1.19\|28.70\|31.82\|28.70\|183294;2026-06-02\|28.92\|-2.66\|29.20\|30.03\|28.50\|156068;2026-06-03\|29.83\|3.15\|28.51\|30.81\|28.51\|216140;2026-06-04\|29.91\|0.27\|29.50\|30.33\|28.80\|187294;2026-06-05\|32.90\|10.00\|29.50\|32.90\|28.50\|219025;2026-06-08\|30.01\|-8.78\|33.20\|33.35\|29.78\|338834;2026-06-09\|28.61\|-4.67\|30.34\|30.56\|27.90\|257191;2026-06-10\|28.82\|0.73\|28.61\|28.95\|27.18\|234620;2026-06-11\|29.22\|1.39\|28.91\|29.33\|27.50\|181603;2026-06-12\|28.05\|-4.00\|29.23\|31.22\|27.78\|215318;2026-06-15\|28.33\|1.00\|28.10\|29.67\|27.48\|226452;2026-06-16\|27.78\|-1.94\|28.05\|29.09\|27.50\|165735;2026-06-17\|27.11\|-2.41\|27.50\|28.80\|26.72\|207156;2026-06-18\|25.09\|-7.45\|26.64\|26.64\|24.58\|286194;2026-06-22\|25.24\|0.60\|25.65\|25.65\|24.10\|200678;2026-06-23\|23.85\|-5.51\|25.25\|25.25\|23.67\|149710;2026-06-24\|22.74\|-4.65\|23.50\|23.83\|22.67\|150695;2026-06-25\|21.97\|-3.39\|22.80\|23.10\|21.75\|146468;2026-06-26\|21.26\|-3.23\|21.76\|22.52\|21.19\|154281;2026-06-29\|19.43\|-8.61\|21.31\|21.63\|19.19\|196574;2026-06-30\|20.53\|5.66\|19.88\|21.09\|19.00\|205246;2026-07-01\|20.73\|0.97\|21.00\|22.58\|19.91\|424690;2026-07-02\|18.82\|-9.21\|20.00\|20.45\|18.80\|335089;2026-07-03\|18.00\|-4.36\|19.30\|19.33\|17.97\|192859;2026-07-06\|17.22\|-4.33\|18.20\|18.88\|17.20\|203197;2026-07-07\|16.37\|-4.94\|17.23\|17.35\|16.25\|145381;2026-07-08\|15.92\|-2.75\|16.59\|16.77\|15.77\|127275;2026-07-09\|15.59\|-2.07\|16.00\|16.25\|15.09\|156240;2026-07-10\|15.68\|0.58\|15.57\|16.13\|15.43\|155910;2026-07-13\|14.28\|-8.93\|15.79\|15.80\|14.23\|142620
112890	英特尔斥巨资建设半导体基板制造厂	玻璃基Micro LED+先进封装+LED超高清显行业原因：美股康宁昨日大涨10％，股价续创历史新高。康宁推出下一代玻璃光互连组件Glass Bridge，直接连接光子集成电路（PIC）与光纤。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月18日互动易，公司前期已实现PM驱动玻璃基Micro LED面板小批量试产，目前正在进一步升级玻璃基面板工艺技术，有序推进全新升级后的第四代Micro LED玻璃基超高清面板中试线的建设工作，用于未来135吋以上家庭巨幕显示墙等场景。 2、据2026年4月29日年报，公司基于COB的Micro LED显示技术结合了先进LED集成封装技术，该技术有很高的技术和资金门槛；据2026年6月18日互动易，公司的玻璃基封装技术应用于LED显示面板。 3、据2026年4月29日年报，公司主要从事LED超高清显示业务，是全球领先的LED超高清显示专家、全球COB新型显示技术领军企业，聚焦Micro LED核心技术，产品包括超高清家庭巨幕墙等。	中国领先的LED高科技产品及解决方案提供商；公司主要产品是Micro LED超高清大尺寸显示产品，主要应用领域是专用显示、商用显示、家用显示等场景，拥有正装COB、倒装COB、像素引擎COB以及PM驱动玻璃基Micro LED等系列超高清显示产品，在Micro LED显示领域具备极强的综合竞争优势	2026-03-03\|7.91\|-6.17\|8.48\|8.54\|7.88\|202219;2026-03-04\|7.90\|-0.13\|7.80\|8.09\|7.72\|120230;2026-03-05\|9.48\|20.00\|8.96\|9.48\|8.50\|500290;2026-03-06\|9.44\|-0.42\|9.20\|9.87\|9.03\|1045365;2026-03-09\|9.44\|0.00\|9.18\|9.49\|9.08\|593564;2026-03-10\|9.43\|-0.11\|9.53\|9.70\|9.34\|421443;2026-03-11\|9.45\|0.21\|9.41\|9.85\|9.27\|583801;2026-03-12\|10.14\|7.30\|9.48\|10.44\|9.39\|1001401;2026-03-13\|9.62\|-5.13\|9.80\|10.03\|9.61\|651250;2026-03-16\|9.47\|-1.56\|9.63\|9.80\|9.37\|380894;2026-03-17\|9.00\|-4.96\|9.65\|9.68\|8.98\|333583;2026-03-18\|9.45\|5.00\|9.11\|9.75\|9.05\|456263;2026-03-19\|9.32\|-1.38\|9.34\|9.57\|9.19\|346134;2026-03-20\|9.14\|-1.93\|9.36\|9.74\|9.14\|357256;2026-03-23\|8.72\|-4.60\|8.94\|9.20\|8.51\|360219;2026-03-24\|9.05\|3.78\|8.88\|9.09\|8.69\|290069;2026-03-25\|9.13\|0.88\|9.05\|9.31\|9.05\|249851;2026-03-26\|8.57\|-6.13\|9.26\|9.27\|8.53\|282416;2026-03-27\|8.66\|1.05\|8.40\|8.75\|8.29\|217499;2026-03-30\|8.66\|0.00\|8.44\|8.69\|8.01\|273543;2026-03-31\|8.86\|2.31\|8.64\|9.10\|8.52\|335558;2026-04-01\|8.53\|-3.72\|9.03\|9.14\|8.44\|308292;2026-04-02\|8.35\|-2.11\|8.50\|8.96\|8.30\|300640;2026-04-03\|8.34\|-0.12\|8.52\|8.75\|8.30\|284839;2026-04-07\|8.55\|2.52\|8.32\|8.66\|8.18\|279255;2026-04-08\|9.09\|6.32\|8.83\|9.13\|8.72\|386589;2026-04-09\|9.17\|0.88\|8.98\|9.55\|8.91\|379781;2026-04-10\|9.22\|0.55\|9.15\|9.38\|9.10\|306874;2026-04-13\|9.13\|-0.98\|9.06\|9.33\|9.06\|218935;2026-04-14\|9.25\|1.31\|9.12\|9.33\|9.11\|193638;2026-04-15\|9.46\|2.27\|9.24\|9.60\|9.20\|360620;2026-04-16\|9.43\|-0.32\|9.40\|9.54\|9.26\|256523;2026-04-17\|9.68\|2.65\|9.37\|9.81\|9.32\|369980;2026-04-20\|9.88\|2.07\|9.67\|9.96\|9.61\|399649;2026-04-21\|9.76\|-1.21\|9.80\|9.98\|9.60\|345930;2026-04-22\|9.73\|-0.31\|9.65\|9.92\|9.50\|279293;2026-04-23\|9.29\|-4.52\|9.72\|9.76\|9.24\|265383;2026-04-24\|9.12\|-1.83\|9.21\|9.32\|8.88\|206998;2026-04-27\|9.28\|1.75\|9.16\|9.41\|9.12\|211453;2026-04-28\|8.65\|-6.79\|9.12\|9.19\|8.57\|238194;2026-04-29\|8.79\|1.62\|8.51\|8.98\|8.44\|236927;2026-04-30\|9.06\|3.07\|8.78\|9.37\|8.60\|362503;2026-05-06\|9.10\|0.44\|9.06\|9.21\|8.94\|290042;2026-05-07\|9.21\|1.21\|9.03\|9.30\|9.01\|252232;2026-05-08\|9.05\|-1.74\|9.10\|9.11\|8.81\|211404;2026-05-11\|9.30\|2.76\|9.33\|9.68\|9.22\|353091;2026-05-12\|9.50\|2.15\|9.35\|9.53\|9.15\|390746;2026-05-13\|9.50\|0.00\|9.40\|9.67\|9.34\|384351;2026-05-14\|9.62\|1.26\|9.67\|9.77\|9.34\|581170;2026-05-15\|9.59\|-0.31\|9.50\|9.75\|9.16\|460145;2026-05-18\|9.28\|-3.23\|9.39\|9.54\|9.12\|351754;2026-05-19\|9.30\|0.22\|9.18\|9.40\|8.92\|297205;2026-05-20\|8.94\|-3.87\|9.25\|9.29\|8.80\|277179;2026-05-21\|9.98\|11.63\|9.51\|10.73\|9.51\|1113164;2026-05-22\|9.72\|-2.61\|9.97\|10.06\|9.31\|885902;2026-05-25\|10.40\|7.00\|9.70\|10.45\|9.56\|979821;2026-05-26\|11.40\|9.62\|10.10\|12.20\|10.01\|1245446;2026-05-27\|11.19\|-1.84\|11.45\|11.91\|10.90\|988147;2026-05-28\|10.78\|-3.66\|10.71\|11.12\|10.46\|776859;2026-05-29\|9.54\|-11.50\|10.71\|10.71\|9.43\|726406;2026-06-01\|9.65\|1.15\|9.36\|10.12\|9.32\|534605;2026-06-02\|9.41\|-2.49\|9.50\|9.53\|8.96\|432703;2026-06-03\|9.02\|-4.14\|9.24\|9.71\|8.88\|528727;2026-06-04\|8.77\|-2.77\|8.83\|9.05\|8.64\|439375;2026-06-05\|10.52\|19.95\|8.68\|10.52\|8.31\|879685;2026-06-08\|10.82\|2.85\|10.54\|11.43\|10.54\|1110759;2026-06-09\|10.97\|1.39\|11.13\|11.33\|10.46\|733272;2026-06-10\|10.80\|-1.55\|10.87\|11.03\|10.61\|476579;2026-06-11\|10.69\|-1.02\|10.61\|10.80\|10.23\|513502;2026-06-12\|9.95\|-6.92\|10.77\|10.85\|9.82\|563330;2026-06-15\|10.38\|4.32\|10.33\|10.58\|10.09\|465705;2026-06-16\|10.99\|5.88\|10.32\|11.10\|10.19\|747159;2026-06-17\|11.56\|5.19\|10.78\|11.98\|10.71\|851446;2026-06-18\|11.15\|-3.55\|11.08\|11.29\|10.85\|635398;2026-06-22\|11.95\|7.17\|11.15\|11.95\|10.99\|773911;2026-06-23\|11.08\|-7.28\|11.50\|11.64\|10.97\|539367;2026-06-24\|10.65\|-3.88\|10.81\|10.94\|10.31\|435637;2026-06-25\|10.11\|-5.07\|10.54\|10.74\|9.92\|463272;2026-06-26\|12.13\|19.98\|10.05\|12.13\|9.83\|1047480;2026-06-29\|12.45\|2.64\|12.87\|13.94\|12.13\|1268440;2026-06-30\|13.81\|10.92\|12.99\|14.17\|12.71\|1089883;2026-07-01\|13.11\|-5.07\|13.55\|13.62\|12.85\|816194;2026-07-02\|12.42\|-5.26\|12.68\|12.98\|12.15\|534711;2026-07-03\|12.18\|-1.93\|12.59\|12.91\|11.92\|468377;2026-07-06\|11.06\|-9.20\|12.10\|12.10\|10.90\|541684;2026-07-07\|10.74\|-2.89\|11.07\|11.49\|10.54\|415718;2026-07-08\|10.90\|1.49\|10.88\|11.28\|10.29\|579599;2026-07-09\|11.25\|3.21\|10.99\|11.34\|10.05\|655517;2026-07-10\|10.57\|-6.04\|11.01\|11.57\|10.57\|599732;2026-07-13\|8.91\|-15.70\|10.12\|10.18\|8.91\|542315
112889	英特尔斥巨资建设半导体基板制造厂	电子玻璃+高端玻璃转型+硅材料基地+宜昌国资行业原因： 1、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24日年报，公司正加速向汽车玻璃、电子玻璃等高附加值领域拓展，推进相关项目建设；成功开发欧洲灰、福特蓝等色玻新型产品，有效拓展第二增长点；据2026年5月22日互动易，公司将于5月25日召开业绩说明会，并已制定“提质增效重回报”行动方案。 2、据2026年3月31日公告，公司拟投资不超过3亿元建设三峡新材硅材料基地项目，填补优质石英砂需求缺口，大幅提升原料自给率，降低原材料采购及外调物流成本；据2026年4月24日年报，公司拥有自有硅砂矿，形成“自有矿源保供为主、周边资源灵活调节为辅”的稳定供应体系。 3、据2026年4月24日年报，公司最终控制人为宜昌市人民政府国有资产监督管理委员会，属于国有企业；公司主营业务为平板玻璃及特种功能玻璃的生产和销售，产品覆盖浮法玻璃、Low-E玻璃、钢化玻璃等。	公司正加速向汽车玻璃、电子玻璃等高附加值领域拓展	2026-03-03\|3.48\|-3.87\|3.62\|3.72\|3.46\|608371;2026-03-04\|3.44\|-1.15\|3.42\|3.51\|3.38\|378963;2026-03-05\|3.52\|2.33\|3.52\|3.58\|3.46\|395649;2026-03-06\|3.57\|1.42\|3.50\|3.59\|3.46\|322560;2026-03-09\|3.52\|-1.40\|3.51\|3.55\|3.42\|439563;2026-03-10\|3.65\|3.69\|3.54\|3.66\|3.47\|599369;2026-03-11\|3.62\|-0.82\|3.64\|3.66\|3.58\|468694;2026-03-12\|3.59\|-0.83\|3.60\|3.69\|3.57\|450838;2026-03-13\|3.58\|-0.28\|3.59\|3.69\|3.57\|447511;2026-03-16\|3.50\|-2.23\|3.56\|3.64\|3.45\|385627;2026-03-17\|3.56\|1.71\|3.50\|3.76\|3.50\|662202;2026-03-18\|3.55\|-0.28\|3.58\|3.61\|3.49\|420622;2026-03-19\|3.33\|-6.20\|3.53\|3.53\|3.31\|570458;2026-03-20\|3.25\|-2.40\|3.33\|3.43\|3.23\|459628;2026-03-23\|3.09\|-4.92\|3.19\|3.25\|3.04\|429878;2026-03-24\|3.26\|5.50\|3.18\|3.29\|3.11\|494907;2026-03-25\|3.33\|2.15\|3.28\|3.35\|3.26\|275105;2026-03-26\|3.24\|-2.70\|3.30\|3.40\|3.23\|362877;2026-03-27\|3.30\|1.85\|3.20\|3.31\|3.18\|297020;2026-03-30\|3.32\|0.61\|3.26\|3.32\|3.18\|354232;2026-03-31\|3.27\|-1.51\|3.35\|3.39\|3.25\|301942;2026-04-01\|3.28\|0.31\|3.33\|3.36\|3.23\|269468;2026-04-02\|3.19\|-2.74\|3.25\|3.29\|3.16\|258413;2026-04-03\|3.07\|-3.76\|3.19\|3.19\|3.04\|321774;2026-04-07\|3.18\|3.58\|3.06\|3.19\|3.04\|348048;2026-04-08\|3.25\|2.20\|3.23\|3.26\|3.17\|269406;2026-04-09\|3.20\|-1.54\|3.24\|3.25\|3.19\|239058;2026-04-10\|3.23\|0.94\|3.22\|3.30\|3.21\|237040;2026-04-13\|3.28\|1.55\|3.20\|3.30\|3.20\|258713;2026-04-14\|3.26\|-0.61\|3.27\|3.31\|3.21\|264623;2026-04-15\|3.13\|-3.99\|3.26\|3.26\|3.12\|285040;2026-04-16\|3.21\|2.56\|3.14\|3.22\|3.12\|260186;2026-04-17\|3.18\|-0.93\|3.19\|3.22\|3.15\|189918;2026-04-20\|3.24\|1.89\|3.17\|3.26\|3.17\|239936;2026-04-21\|3.21\|-0.93\|3.25\|3.26\|3.17\|218628;2026-04-22\|3.18\|-0.93\|3.22\|3.22\|3.17\|200846;2026-04-23\|3.13\|-1.57\|3.18\|3.19\|3.10\|277460;2026-04-24\|3.08\|-1.60\|3.11\|3.12\|3.05\|322353;2026-04-27\|3.12\|1.30\|3.09\|3.13\|2.97\|307699;2026-04-28\|3.07\|-1.60\|3.10\|3.12\|3.03\|218597;2026-04-29\|3.17\|3.26\|3.05\|3.19\|3.05\|309128;2026-04-30\|3.16\|-0.32\|3.17\|3.19\|3.11\|195806;2026-05-06\|3.20\|1.27\|3.16\|3.20\|3.15\|210351;2026-05-07\|3.23\|0.94\|3.20\|3.26\|3.19\|250099;2026-05-08\|3.23\|0.00\|3.22\|3.25\|3.20\|205243;2026-05-11\|3.22\|-0.31\|3.26\|3.27\|3.19\|242757;2026-05-12\|3.30\|2.48\|3.24\|3.32\|3.22\|496396;2026-05-13\|3.28\|-0.61\|3.30\|3.35\|3.24\|363372;2026-05-14\|3.21\|-2.13\|3.27\|3.28\|3.20\|279577;2026-05-15\|3.11\|-3.12\|3.20\|3.22\|3.10\|278836;2026-05-18\|3.25\|4.50\|3.12\|3.26\|3.07\|360422;2026-05-19\|3.25\|0.00\|3.26\|3.28\|3.18\|207022;2026-05-20\|3.15\|-3.08\|3.24\|3.24\|3.13\|211143;2026-05-21\|3.13\|-0.63\|3.17\|3.38\|3.13\|504994;2026-05-22\|3.22\|2.88\|3.16\|3.27\|3.08\|520231;2026-05-25\|3.37\|4.66\|3.24\|3.42\|3.24\|710554;2026-05-26\|3.36\|-0.30\|3.37\|3.40\|3.29\|477721;2026-05-27\|3.22\|-4.17\|3.38\|3.41\|3.18\|503785;2026-05-28\|3.43\|6.52\|3.20\|3.54\|3.17\|1039362;2026-05-29\|3.20\|-6.71\|3.42\|3.49\|3.18\|867459;2026-06-01\|3.33\|4.06\|3.19\|3.50\|3.17\|802606;2026-06-02\|3.32\|-0.30\|3.30\|3.40\|3.25\|491663;2026-06-03\|3.27\|-1.51\|3.31\|3.37\|3.25\|531819;2026-06-04\|3.60\|10.09\|3.22\|3.60\|3.17\|797377;2026-06-05\|3.96\|10.00\|3.71\|3.96\|3.71\|2104227;2026-06-08\|4.13\|4.29\|3.88\|4.36\|3.82\|3506662;2026-06-09\|4.03\|-2.42\|4.05\|4.18\|3.81\|2295235;2026-06-10\|3.82\|-5.21\|3.95\|3.98\|3.72\|1717075;2026-06-11\|3.63\|-4.97\|3.79\|3.88\|3.56\|1318922;2026-06-12\|3.41\|-6.06\|3.65\|3.70\|3.38\|1387459;2026-06-15\|3.75\|9.97\|3.42\|3.75\|3.42\|1086210;2026-06-16\|3.79\|1.07\|3.82\|3.86\|3.64\|1467148;2026-06-17\|3.88\|2.37\|3.75\|3.94\|3.72\|1552333;2026-06-18\|3.59\|-7.47\|3.79\|3.82\|3.49\|1247835;2026-06-22\|3.69\|2.79\|3.60\|3.81\|3.47\|1270712;2026-06-23\|3.72\|0.81\|3.66\|3.86\|3.62\|1177680;2026-06-24\|3.46\|-6.99\|3.66\|3.71\|3.38\|1130734;2026-06-25\|3.16\|-8.67\|3.48\|3.51\|3.11\|1356172;2026-06-26\|2.98\|-5.70\|3.05\|3.16\|2.97\|896353;2026-06-29\|2.78\|-6.71\|2.99\|3.01\|2.71\|887128;2026-06-30\|2.86\|2.88\|2.80\|2.95\|2.66\|703291;2026-07-01\|2.82\|-1.40\|2.83\|2.85\|2.72\|609806;2026-07-02\|2.74\|-2.84\|2.77\|2.87\|2.74\|554079;2026-07-03\|2.70\|-1.46\|2.74\|2.77\|2.70\|456396;2026-07-06\|2.60\|-3.70\|2.70\|2.73\|2.59\|558856;2026-07-07\|2.54\|-2.31\|2.60\|2.60\|2.51\|385958;2026-07-08\|2.47\|-2.76\|2.54\|2.54\|2.46\|331946;2026-07-09\|2.54\|2.83\|2.47\|2.54\|2.41\|396037;2026-07-10\|2.79\|9.84\|2.71\|2.79\|2.71\|450177;2026-07-13\|2.53\|-9.32\|2.68\|2.77\|2.51\|786193
112888	英特尔斥巨资建设半导体基板制造厂	涨停揭秘：光伏超薄连续钢化玻璃设备核心供应商，受益于TOPCon/HJT电池对超薄玻璃渗透率提升及存量产线技改需求释放；涨停缘由：公司设备为光伏玻璃深加工关键环节，适配2.0mm以下超薄玻璃量产要求；随N型电池量产提速，双面微晶、超薄双玻组件渗透率提升，拉动钢化设备更新替换；行业设备更新周期约5-8年，2021年前投产产线进入集中更换窗口期；资金逻辑：资金沿光伏设备主线扩散至细分隐形冠军，该股成交额环比放大近2倍，大单与中单资金同步净流入，显示机构资金开始关注技术壁垒高、国产替代确定性强的专用设备环节；风险提示：公司收入结构单一，光伏设备业务占比超70%，下游客户集中度高，受光伏行业景气波动影响显著；2025年三季报未披露，历史业绩波动较大，缺乏持续性盈利验证	国内玻璃深加工设备及高端玻璃龙头	2026-03-03\|3.96\|-2.46\|4.10\|4.10\|3.93\|215710;2026-03-04\|3.98\|0.51\|3.92\|4.02\|3.91\|167184;2026-03-05\|4.07\|2.26\|4.05\|4.13\|4.00\|220586;2026-03-06\|4.13\|1.47\|4.05\|4.15\|4.04\|190996;2026-03-09\|4.15\|0.48\|4.10\|4.17\|4.09\|202379;2026-03-10\|4.16\|0.24\|4.16\|4.19\|4.12\|156570;2026-03-11\|4.15\|-0.24\|4.16\|4.18\|4.11\|128184;2026-03-12\|4.11\|-0.96\|4.14\|4.17\|4.10\|140428;2026-03-13\|4.09\|-0.49\|4.12\|4.17\|4.08\|147554;2026-03-16\|4.07\|-0.49\|4.08\|4.12\|4.03\|132350;2026-03-17\|4.06\|-0.25\|4.08\|4.18\|4.05\|180658;2026-03-18\|4.07\|0.25\|4.10\|4.10\|4.02\|139011;2026-03-19\|3.93\|-3.44\|4.04\|4.06\|3.92\|190636;2026-03-20\|3.83\|-2.54\|3.95\|3.99\|3.81\|193911;2026-03-23\|3.63\|-5.22\|3.75\|3.83\|3.58\|254230;2026-03-24\|3.81\|4.96\|3.69\|3.82\|3.67\|268771;2026-03-25\|3.89\|2.10\|3.82\|3.91\|3.80\|176883;2026-03-26\|3.82\|-1.80\|3.89\|3.92\|3.80\|156810;2026-03-27\|3.84\|0.52\|3.77\|3.86\|3.76\|119682;2026-03-30\|3.83\|-0.26\|3.78\|3.84\|3.74\|137421;2026-03-31\|3.78\|-1.31\|3.86\|3.89\|3.78\|133203;2026-04-01\|3.79\|0.26\|3.84\|3.89\|3.75\|176730;2026-04-02\|3.68\|-2.90\|3.77\|3.80\|3.65\|148924;2026-04-03\|3.44\|-6.52\|3.70\|3.70\|3.42\|271201;2026-04-07\|3.62\|5.23\|3.46\|3.65\|3.44\|226148;2026-04-08\|3.74\|3.31\|3.69\|3.75\|3.62\|195143;2026-04-09\|3.71\|-0.80\|3.70\|3.74\|3.67\|135369;2026-04-10\|3.77\|1.62\|3.74\|3.90\|3.73\|212080;2026-04-13\|3.80\|0.80\|3.77\|3.82\|3.74\|123752;2026-04-14\|3.96\|4.21\|3.82\|4.06\|3.75\|593996;2026-04-15\|3.79\|-4.29\|3.96\|3.98\|3.79\|358508;2026-04-16\|4.17\|10.03\|3.81\|4.17\|3.75\|824251;2026-04-17\|4.07\|-2.40\|4.13\|4.24\|4.04\|990472;2026-04-20\|4.05\|-0.49\|4.08\|4.09\|3.99\|402570;2026-04-21\|3.99\|-1.48\|4.04\|4.04\|3.95\|304752;2026-04-22\|3.94\|-1.25\|3.96\|3.98\|3.91\|293619;2026-04-23\|3.87\|-1.78\|3.97\|3.98\|3.84\|277137;2026-04-24\|3.87\|0.00\|3.84\|3.91\|3.83\|210318;2026-04-27\|3.94\|1.81\|3.85\|3.95\|3.76\|278694;2026-04-28\|3.89\|-1.27\|3.89\|3.95\|3.85\|177384;2026-04-29\|3.96\|1.80\|3.85\|4.04\|3.82\|311685;2026-04-30\|3.99\|0.76\|3.95\|4.01\|3.94\|226886;2026-05-06\|4.08\|2.26\|4.00\|4.09\|3.97\|358727;2026-05-07\|4.37\|7.11\|4.09\|4.49\|4.05\|2054757;2026-05-08\|4.42\|1.14\|4.36\|4.60\|4.28\|1713750;2026-05-11\|4.30\|-2.71\|4.46\|4.48\|4.28\|860314;2026-05-12\|4.24\|-1.40\|4.32\|4.39\|4.20\|576450;2026-05-13\|4.24\|0.00\|4.21\|4.28\|4.19\|483894;2026-05-14\|4.09\|-3.54\|4.25\|4.26\|4.07\|472017;2026-05-15\|3.99\|-2.44\|4.10\|4.13\|3.95\|486653;2026-05-18\|3.98\|-0.25\|4.03\|4.04\|3.93\|333176;2026-05-19\|4.10\|3.02\|3.99\|4.11\|3.96\|405726;2026-05-20\|4.13\|0.73\|4.09\|4.18\|3.96\|457164;2026-05-21\|4.05\|-1.94\|4.14\|4.25\|4.02\|492611;2026-05-22\|4.17\|2.96\|4.06\|4.18\|4.01\|559060;2026-05-25\|4.59\|10.07\|4.21\|4.59\|4.21\|1416604;2026-05-26\|4.60\|0.22\|4.64\|4.84\|4.59\|1892930;2026-05-27\|4.47\|-2.83\|4.59\|4.70\|4.42\|1153621;2026-05-28\|4.92\|10.07\|4.47\|4.92\|4.43\|516265;2026-05-29\|4.43\|-9.96\|5.23\|5.23\|4.43\|1777531;2026-06-01\|4.87\|9.93\|4.25\|4.87\|4.18\|1535099;2026-06-02\|4.78\|-1.85\|4.83\|4.87\|4.67\|1579488;2026-06-03\|4.64\|-2.93\|4.78\|4.88\|4.58\|1088836;2026-06-04\|4.51\|-2.80\|4.62\|4.64\|4.43\|805878;2026-06-05\|4.96\|9.98\|4.51\|4.96\|4.39\|1222514;2026-06-08\|5.46\|10.08\|5.22\|5.46\|5.20\|605144;2026-06-09\|5.19\|-4.95\|5.62\|5.65\|5.13\|2816337;2026-06-10\|4.88\|-5.97\|5.11\|5.13\|4.70\|1799580;2026-06-11\|4.81\|-1.43\|4.72\|5.04\|4.62\|1612477;2026-06-12\|4.35\|-9.56\|4.73\|4.98\|4.33\|1719206;2026-06-15\|4.79\|10.11\|4.35\|4.79\|4.31\|1161994;2026-06-16\|4.87\|1.67\|4.80\|4.97\|4.68\|1921899;2026-06-17\|5.10\|4.72\|4.74\|5.27\|4.74\|2021644;2026-06-18\|4.71\|-7.65\|4.90\|4.90\|4.65\|1430735;2026-06-22\|5.00\|6.16\|4.79\|5.15\|4.72\|1390697;2026-06-23\|4.89\|-2.20\|4.96\|5.12\|4.85\|1272082;2026-06-24\|4.62\|-5.52\|4.81\|4.82\|4.52\|1148772;2026-06-25\|4.45\|-3.68\|4.73\|4.80\|4.36\|1037516;2026-06-26\|4.07\|-8.54\|4.36\|4.37\|4.05\|1033331;2026-06-29\|3.74\|-8.11\|4.05\|4.16\|3.67\|1020662;2026-06-30\|3.92\|4.81\|3.75\|4.11\|3.66\|1046069;2026-07-01\|3.79\|-3.32\|3.82\|3.85\|3.67\|863521;2026-07-02\|3.71\|-2.11\|3.69\|3.82\|3.65\|567258;2026-07-03\|3.67\|-1.08\|3.70\|3.72\|3.63\|525675;2026-07-06\|3.47\|-5.45\|3.67\|3.68\|3.46\|570384;2026-07-07\|3.39\|-2.31\|3.47\|3.54\|3.38\|358547;2026-07-08\|3.30\|-2.65\|3.40\|3.42\|3.29\|310303;2026-07-09\|3.30\|0.00\|3.30\|3.35\|3.16\|439662;2026-07-10\|3.33\|0.91\|3.30\|3.41\|3.28\|436257;2026-07-13\|3.14\|-5.71\|3.30\|3.30\|3.11\|382756
112887	英特尔斥巨资建设半导体基板制造厂	光伏玻璃+低温储藏设备+战略转型预期 1、据2026年5月29日业绩说明会，公司表示2026年董事会将重新规划制定未来三年发展战略，认真研究玻璃门体行业和光伏玻璃行业的发展前景，针对企业现状，制定出公司未来业务发展方向，以期尽快实现公司扭亏为盈。 2、据2026年4月29日年报，低温储藏设备用玻璃门体业务是公司发展的基本盘，公司是国内最早专业生产低温储藏设备玻璃门体的企业之一，产品广泛应用于饮料柜、冷冻柜、酒柜、冰箱等场景。 3、据2026年5月29日业绩说明会，公司光伏玻璃业务针对连续亏损状况，将尽快研究制定新的经营策略和发展计划，审慎评估该业务发展前景，努力减少损失；2025年光伏玻璃深加工平均良品率同比上涨3.78%，降本超千万元。	控股子公司国华金泰光伏玻璃一期B窑已投产并实现收入	2026-03-03\|15.00\|-3.91\|15.61\|15.74\|14.96\|85666;2026-03-04\|15.38\|2.53\|14.88\|15.40\|14.71\|75084;2026-03-05\|15.23\|-0.98\|15.40\|15.83\|15.12\|78447;2026-03-06\|15.53\|1.97\|15.23\|15.69\|15.23\|55103;2026-03-09\|15.18\|-2.25\|15.23\|15.25\|14.64\|69679;2026-03-10\|15.24\|0.40\|15.39\|15.41\|15.08\|46685;2026-03-11\|14.99\|-1.64\|15.41\|15.41\|14.86\|73026;2026-03-12\|14.45\|-3.60\|14.99\|15.20\|14.36\|70150;2026-03-13\|14.31\|-0.97\|14.45\|14.61\|14.22\|41627;2026-03-16\|14.28\|-0.21\|14.31\|14.68\|14.15\|49110;2026-03-17\|14.53\|1.75\|14.28\|14.72\|13.98\|68671;2026-03-18\|14.80\|1.86\|14.38\|14.89\|14.30\|86297;2026-03-19\|13.87\|-6.28\|14.56\|14.77\|13.74\|57826;2026-03-20\|13.20\|-4.83\|14.00\|14.18\|13.03\|57285;2026-03-23\|12.18\|-7.73\|13.00\|13.13\|11.96\|90271;2026-03-24\|12.81\|5.17\|12.66\|12.85\|12.32\|71579;2026-03-25\|13.08\|2.11\|12.93\|13.09\|12.69\|48926;2026-03-26\|12.87\|-1.61\|12.99\|13.34\|12.75\|47937;2026-03-27\|12.97\|0.78\|12.59\|12.98\|12.57\|38504;2026-03-30\|12.98\|0.08\|12.87\|12.99\|12.64\|32103;2026-03-31\|12.66\|-2.47\|12.97\|13.17\|12.58\|41805;2026-04-01\|12.70\|0.32\|12.82\|12.89\|12.62\|25470;2026-04-02\|12.42\|-2.20\|12.70\|12.82\|12.35\|30797;2026-04-03\|12.10\|-2.58\|12.44\|12.65\|11.99\|33957;2026-04-07\|12.30\|1.65\|11.98\|12.35\|11.98\|38756;2026-04-08\|12.76\|3.74\|12.48\|12.80\|12.46\|26769;2026-04-09\|12.50\|-2.04\|12.70\|12.80\|12.41\|23490;2026-04-10\|12.58\|0.64\|12.63\|12.86\|12.50\|38083;2026-04-13\|12.49\|-0.72\|12.58\|12.58\|12.34\|27024;2026-04-14\|12.52\|0.24\|12.65\|12.67\|12.33\|28229;2026-04-15\|12.47\|-0.40\|12.55\|12.60\|12.38\|26551;2026-04-16\|12.76\|2.33\|12.45\|12.83\|12.36\|38451;2026-04-17\|12.53\|-1.80\|12.77\|12.77\|12.36\|25914;2026-04-20\|13.62\|8.70\|12.56\|13.68\|12.48\|101136;2026-04-21\|14.06\|3.23\|13.50\|14.35\|13.30\|96837;2026-04-22\|13.42\|-4.55\|14.13\|14.16\|13.23\|82775;2026-04-23\|13.13\|-2.16\|13.31\|13.36\|13.02\|43053;2026-04-24\|13.36\|1.75\|12.96\|13.58\|12.90\|41354;2026-04-27\|13.33\|-0.22\|13.34\|13.49\|12.97\|41709;2026-04-28\|13.17\|-1.20\|13.27\|13.52\|13.15\|35118;2026-04-29\|13.57\|3.04\|13.10\|13.74\|13.10\|45821;2026-04-30\|13.71\|1.03\|13.57\|13.76\|13.41\|40244;2026-05-06\|13.71\|0.00\|13.71\|13.85\|13.57\|33058;2026-05-07\|13.49\|-1.60\|13.71\|13.85\|13.36\|35026;2026-05-08\|13.65\|1.19\|13.28\|13.68\|13.28\|30128;2026-05-11\|14.36\|5.20\|13.86\|14.78\|13.81\|87100;2026-05-12\|14.84\|3.34\|14.33\|14.92\|14.33\|77409;2026-05-13\|14.87\|0.20\|14.64\|14.98\|14.58\|51636;2026-05-14\|14.90\|0.20\|14.87\|15.50\|14.59\|78917;2026-05-15\|15.04\|0.94\|14.80\|15.40\|14.74\|56175;2026-05-18\|14.92\|-0.80\|14.85\|15.11\|14.71\|43961;2026-05-19\|15.38\|3.08\|14.96\|15.92\|14.81\|76197;2026-05-20\|15.36\|-0.13\|15.42\|15.54\|15.08\|44395;2026-05-21\|14.59\|-5.01\|15.29\|15.40\|14.48\|53646;2026-05-22\|15.02\|2.95\|14.69\|15.18\|14.64\|45225;2026-05-25\|15.72\|4.66\|14.87\|15.85\|14.87\|64330;2026-05-26\|15.40\|-2.04\|15.71\|15.90\|14.90\|61913;2026-05-27\|16.94\|10.00\|15.21\|16.94\|15.21\|110866;2026-05-28\|16.09\|-5.02\|17.00\|17.00\|15.80\|171046;2026-05-29\|15.12\|-6.03\|16.01\|16.20\|14.96\|102594;2026-06-01\|15.06\|-0.40\|14.83\|15.38\|14.74\|71126;2026-06-02\|14.32\|-4.91\|14.96\|15.22\|14.31\|64970;2026-06-03\|14.33\|0.07\|14.38\|14.66\|14.14\|46315;2026-06-04\|14.10\|-1.60\|14.25\|14.46\|13.91\|34799;2026-06-05\|15.51\|10.00\|14.09\|15.51\|13.40\|90765;2026-06-08\|14.47\|-6.71\|15.63\|15.63\|14.42\|93415;2026-06-09\|13.87\|-4.15\|14.83\|15.92\|13.78\|152220;2026-06-10\|13.39\|-3.46\|14.04\|14.05\|13.16\|108381;2026-06-11\|12.98\|-3.06\|13.01\|13.30\|12.72\|56208;2026-06-12\|12.84\|-1.08\|12.86\|13.28\|12.72\|51851;2026-06-15\|12.96\|0.93\|12.84\|13.48\|12.76\|50408;2026-06-16\|13.43\|3.63\|12.80\|13.69\|12.77\|58733;2026-06-17\|13.64\|1.56\|13.45\|14.04\|13.33\|54903;2026-06-18\|13.07\|-4.18\|13.48\|13.64\|12.94\|55667;2026-06-22\|13.97\|6.89\|13.12\|13.98\|13.05\|59446;2026-06-23\|14.20\|1.65\|13.84\|14.46\|13.70\|45089;2026-06-24\|14.18\|-0.14\|14.19\|14.29\|13.65\|36034;2026-06-25\|12.76\|-10.01\|14.17\|14.18\|12.76\|65857;2026-06-26\|12.07\|-5.41\|12.24\|12.69\|12.05\|73162;2026-06-29\|11.81\|-2.15\|12.07\|12.10\|11.51\|44688;2026-06-30\|11.75\|-0.51\|11.57\|11.84\|11.50\|34326;2026-07-01\|11.68\|-0.60\|11.78\|12.02\|11.51\|34874;2026-07-02\|11.74\|0.51\|11.41\|12.85\|11.41\|69266;2026-07-03\|11.50\|-2.04\|11.85\|11.89\|11.48\|47380;2026-07-06\|12.22\|6.26\|11.50\|12.38\|11.02\|72782;2026-07-07\|12.83\|4.99\|11.95\|13.28\|11.91\|102862;2026-07-08\|12.31\|-4.05\|12.86\|13.18\|12.19\|79964;2026-07-09\|12.15\|-1.30\|12.54\|12.54\|11.80\|40554;2026-07-10\|13.37\|10.04\|12.34\|13.37\|12.25\|51518;2026-07-13\|12.62\|-5.61\|13.00\|13.60\|12.38\|76983
112886	英特尔斥巨资建设半导体基板制造厂	TCO玻璃+钙钛矿+上海国资行业原因： 6月4日，台积电在股东会上透露玻璃基板产业方向，并宣布其基于玻璃基板的CoPoS先进封装技术已正式进入试点线运行阶段，预计2-3年产量将达到相当大的规模。公司原因： 1、据耀皮玻璃官微2026年6月5日报道，公司作为重要合作伙伴，为斩获国际奖项的金桥金湾新材料产业园项目全程提供高性能Low-E镀膜等高端建筑玻璃，赋能零碳科创标杆建设。 2、据2026年3月31日年报及2025年12月17日机构调研，公司TCO玻璃技术国际先进，大连耀皮为国内最早商业化生产太阳能光伏TCO玻璃的制造商，近期投产产线聚焦钙钛矿薄膜太阳能电池用TCO导电玻璃，已与京东方、仁烁光能等建立合作。 3、据公司2025年年报及公开信息，公司最终控制人为上海市国有资产监督管理委员会，控股股东为上海建材集团，具备上海国资背景。	控股子公司常熟耀皮特种玻璃有限公司的压延二期生产线主要生产压花玻璃并具有生产超薄光伏压延玻璃的能力	2026-03-03\|7.99\|-3.62\|8.30\|8.40\|7.95\|162370;2026-03-04\|7.87\|-1.50\|7.91\|8.07\|7.79\|115082;2026-03-05\|8.03\|2.03\|7.98\|8.09\|7.96\|85749;2026-03-06\|8.20\|2.12\|7.98\|8.21\|7.98\|79077;2026-03-09\|8.12\|-0.98\|8.22\|8.30\|8.08\|85155;2026-03-10\|8.16\|0.49\|8.11\|8.20\|8.09\|68877;2026-03-11\|8.11\|-0.61\|8.16\|8.17\|8.06\|68186;2026-03-12\|8.03\|-0.99\|8.15\|8.17\|7.96\|67675;2026-03-13\|7.98\|-0.62\|8.03\|8.11\|7.96\|65051;2026-03-16\|7.85\|-1.63\|7.95\|8.06\|7.81\|74082;2026-03-17\|7.79\|-0.76\|7.88\|7.98\|7.77\|57973;2026-03-18\|7.74\|-0.64\|7.84\|7.84\|7.66\|64267;2026-03-19\|7.50\|-3.10\|7.70\|7.73\|7.49\|74007;2026-03-20\|7.43\|-0.93\|7.54\|7.61\|7.41\|70353;2026-03-23\|7.10\|-4.44\|7.38\|7.38\|7.02\|94675;2026-03-24\|7.40\|4.23\|7.20\|7.41\|7.11\|93661;2026-03-25\|7.40\|0.00\|7.39\|7.48\|7.32\|74205;2026-03-26\|7.31\|-1.22\|7.41\|7.48\|7.29\|54502;2026-03-27\|7.37\|0.82\|7.25\|7.39\|7.22\|39568;2026-03-30\|7.37\|0.00\|7.33\|7.41\|7.22\|49549;2026-03-31\|7.17\|-2.71\|7.37\|7.42\|7.16\|70356;2026-04-01\|7.25\|1.12\|7.29\|7.48\|7.21\|70441;2026-04-02\|7.09\|-2.21\|7.20\|7.24\|7.02\|61943;2026-04-03\|6.69\|-5.64\|7.04\|7.08\|6.65\|99701;2026-04-07\|6.85\|2.39\|6.69\|6.88\|6.68\|68001;2026-04-08\|7.14\|4.23\|6.92\|7.15\|6.90\|80055;2026-04-09\|6.90\|-3.36\|7.13\|7.13\|6.88\|60307;2026-04-10\|7.03\|1.88\|6.97\|7.13\|6.94\|48797;2026-04-13\|7.11\|1.14\|7.06\|7.12\|6.96\|56678;2026-04-14\|7.06\|-0.70\|7.08\|7.13\|6.94\|70133;2026-04-15\|6.98\|-1.13\|7.06\|7.10\|6.97\|44732;2026-04-16\|7.08\|1.43\|6.98\|7.09\|6.87\|61879;2026-04-17\|7.00\|-1.13\|7.01\|7.08\|6.96\|47646;2026-04-20\|7.23\|3.29\|7.10\|7.30\|7.01\|102754;2026-04-21\|7.20\|-0.41\|7.24\|7.27\|7.15\|54055;2026-04-22\|7.14\|-0.83\|7.22\|7.22\|7.11\|59069;2026-04-23\|7.08\|-0.84\|7.14\|7.20\|7.05\|58117;2026-04-24\|7.09\|0.14\|7.10\|7.18\|7.03\|45283;2026-04-27\|7.19\|1.41\|7.07\|7.20\|7.03\|58855;2026-04-28\|6.82\|-5.15\|7.13\|7.16\|6.76\|129831;2026-04-29\|6.88\|0.88\|6.81\|6.92\|6.79\|75971;2026-04-30\|6.83\|-0.73\|6.85\|6.89\|6.75\|52474;2026-05-06\|6.82\|-0.15\|6.82\|6.92\|6.80\|79938;2026-05-07\|6.83\|0.15\|6.85\|6.90\|6.78\|89427;2026-05-08\|6.82\|-0.15\|6.81\|6.84\|6.70\|83795;2026-05-11\|6.80\|-0.29\|6.80\|6.89\|6.72\|95193;2026-05-12\|7.09\|4.26\|6.78\|7.13\|6.72\|200454;2026-05-13\|7.21\|1.69\|7.10\|7.24\|6.92\|195534;2026-05-14\|7.93\|9.99\|7.21\|7.93\|7.21\|214264;2026-05-15\|7.47\|-5.80\|7.86\|7.86\|7.44\|378216;2026-05-18\|7.24\|-3.08\|7.40\|7.48\|7.18\|202181;2026-05-19\|7.21\|-0.41\|7.31\|7.44\|7.06\|184957;2026-05-20\|7.15\|-0.83\|7.18\|7.18\|6.89\|148735;2026-05-21\|6.97\|-2.52\|7.15\|7.65\|6.96\|220334;2026-05-22\|7.11\|2.01\|7.01\|7.14\|6.80\|132871;2026-05-25\|7.19\|1.13\|7.12\|7.28\|7.05\|140397;2026-05-26\|7.06\|-1.81\|7.16\|7.23\|7.00\|113914;2026-05-27\|6.81\|-3.54\|7.05\|7.16\|6.78\|131673;2026-05-28\|7.11\|4.41\|6.83\|7.39\|6.80\|185377;2026-05-29\|6.78\|-4.64\|7.08\|7.16\|6.76\|144706;2026-06-01\|6.78\|0.00\|6.71\|6.88\|6.60\|95637;2026-06-02\|6.54\|-3.54\|6.76\|6.76\|6.48\|102352;2026-06-03\|6.40\|-2.14\|6.52\|6.52\|6.34\|71604;2026-06-04\|6.40\|0.00\|6.39\|6.45\|6.26\|72609;2026-06-05\|7.04\|10.00\|6.39\|7.04\|6.38\|240639;2026-06-08\|6.72\|-4.55\|6.80\|7.04\|6.70\|221391;2026-06-09\|6.86\|2.08\|6.86\|6.96\|6.75\|141163;2026-06-10\|6.51\|-5.10\|6.86\|6.87\|6.35\|145036;2026-06-11\|6.40\|-1.69\|6.47\|6.47\|6.24\|99686;2026-06-12\|6.40\|0.00\|6.47\|6.55\|6.36\|89290;2026-06-15\|6.57\|2.66\|6.48\|6.67\|6.40\|91065;2026-06-16\|6.68\|1.67\|6.57\|6.78\|6.45\|113045;2026-06-17\|6.86\|2.69\|6.61\|7.14\|6.60\|242618;2026-06-18\|6.18\|-9.91\|6.55\|6.58\|6.17\|271191;2026-06-22\|6.08\|-1.62\|6.16\|6.25\|5.94\|135596;2026-06-23\|6.01\|-1.15\|6.02\|6.18\|5.95\|99532;2026-06-24\|5.81\|-3.33\|6.00\|6.00\|5.72\|105516;2026-06-25\|5.71\|-1.72\|5.82\|5.83\|5.61\|89291;2026-06-26\|5.70\|-0.18\|5.65\|5.89\|5.63\|100518;2026-06-29\|5.80\|1.75\|5.74\|5.98\|5.62\|124725;2026-06-30\|6.38\|10.00\|5.79\|6.38\|5.64\|218528;2026-07-01\|5.99\|-6.11\|6.28\|6.32\|5.99\|251047;2026-07-02\|5.80\|-3.17\|5.93\|5.99\|5.80\|156163;2026-07-03\|5.77\|-0.52\|5.85\|5.86\|5.75\|99844;2026-07-06\|5.51\|-4.51\|5.73\|5.77\|5.50\|111397;2026-07-07\|5.38\|-2.18\|5.46\|5.48\|5.35\|62026;2026-07-08\|5.28\|-1.86\|5.38\|5.40\|5.27\|60891;2026-07-09\|5.33\|0.95\|5.25\|5.34\|5.16\|66421;2026-07-10\|5.38\|0.94\|5.33\|5.45\|5.28\|64082;2026-07-13\|4.89\|-9.11\|5.25\|5.33\|4.86\|193161
112885	英特尔斥巨资建设半导体基板制造厂	光伏玻璃+拟控股弘诺+河南国资行业原因：华泰证券指出，光伏产业链仍处于深度调整期，1Q26多数企业仍处于亏损状态。与此同时，在头部企业自律和市场化出清的共同作用下，1Q26已经开始看到组件、电池、胶膜、银浆、热场等细分环节率先减亏/扭亏，静待产业链供需关系再平衡后beta改善。公司原因： 1、据2026年4月28日公告，公司与湖北明弘集团签署合作意向书，拟现金增资湖北弘诺玻璃科技并取得51%股权，预计增资金额不超过3亿元，布局华中光伏玻璃产能。 2、据2025年年度报告，公司具备1.6-5.0mm全规格光伏玻璃量产能力，是国内少数可批量生产光热玻璃的企业，安阳、焦作、许昌三大基地年产能超亿平方米。 3、据2025年年度报告，公司最终控制人为河南省财政厅，控股股东为河南投资集团，具备河南国资背景。	公司具备太阳能光伏玻璃原片、钢化片、镀膜片全产品链的生产能力	2026-03-03\|5.51\|-0.36\|5.47\|5.65\|5.47\|425264;2026-03-04\|5.49\|-0.36\|5.38\|5.53\|5.30\|310932;2026-03-05\|5.57\|1.46\|5.55\|5.61\|5.48\|298347;2026-03-06\|5.75\|3.23\|5.50\|5.87\|5.49\|502708;2026-03-09\|5.80\|0.87\|5.68\|5.83\|5.65\|403286;2026-03-10\|5.81\|0.17\|5.77\|5.81\|5.66\|312417;2026-03-11\|5.79\|-0.34\|5.81\|5.89\|5.65\|284634;2026-03-12\|5.75\|-0.69\|5.80\|5.88\|5.68\|241476;2026-03-13\|5.61\|-2.43\|5.72\|5.78\|5.60\|358565;2026-03-16\|5.62\|0.18\|5.59\|5.67\|5.55\|213781;2026-03-17\|5.74\|2.14\|5.64\|5.87\|5.63\|372567;2026-03-18\|5.73\|-0.17\|5.65\|5.89\|5.65\|265077;2026-03-19\|5.77\|0.70\|5.70\|5.88\|5.69\|320866;2026-03-20\|5.72\|-0.87\|5.73\|5.92\|5.61\|447081;2026-03-23\|5.92\|3.50\|5.62\|6.03\|5.50\|731536;2026-03-24\|6.18\|4.39\|5.88\|6.18\|5.74\|874669;2026-03-25\|5.98\|-3.24\|6.11\|6.11\|5.91\|765550;2026-03-26\|6.58\|10.03\|5.91\|6.58\|5.73\|921017;2026-03-27\|6.76\|2.74\|6.40\|6.84\|6.28\|1253951;2026-03-30\|6.44\|-4.73\|6.60\|6.75\|6.20\|749308;2026-03-31\|6.70\|4.04\|6.29\|7.08\|6.13\|1128172;2026-04-01\|7.15\|6.72\|6.70\|7.32\|6.45\|1170987;2026-04-02\|7.10\|-0.70\|6.87\|7.70\|6.74\|1174847;2026-04-03\|6.39\|-10.00\|6.99\|6.99\|6.39\|800349;2026-04-07\|5.75\|-10.02\|6.02\|6.19\|5.75\|773194;2026-04-08\|5.89\|2.43\|5.85\|5.94\|5.68\|584391;2026-04-09\|5.90\|0.17\|5.77\|6.03\|5.49\|700334;2026-04-10\|5.62\|-4.75\|5.80\|6.00\|5.62\|543409;2026-04-13\|5.68\|1.07\|5.60\|5.72\|5.53\|364073;2026-04-14\|5.48\|-3.52\|5.68\|5.71\|5.38\|423560;2026-04-15\|5.33\|-2.74\|5.47\|5.48\|5.28\|329388;2026-04-16\|5.41\|1.50\|5.30\|5.43\|5.23\|313744;2026-04-17\|5.70\|5.36\|5.39\|5.73\|5.36\|568593;2026-04-20\|5.77\|1.23\|5.64\|5.92\|5.61\|456655;2026-04-21\|5.65\|-2.08\|5.80\|5.82\|5.54\|342077;2026-04-22\|5.67\|0.35\|5.58\|5.72\|5.54\|208509;2026-04-23\|5.79\|2.12\|5.66\|5.82\|5.59\|310937;2026-04-24\|5.84\|0.86\|5.70\|5.93\|5.68\|298941;2026-04-27\|5.90\|1.03\|5.87\|5.99\|5.81\|225688;2026-04-28\|5.71\|-3.22\|5.85\|5.94\|5.63\|279858;2026-04-29\|5.71\|0.00\|5.62\|5.79\|5.61\|178344;2026-04-30\|5.59\|-2.10\|5.74\|5.76\|5.51\|201947;2026-05-06\|5.66\|1.25\|5.59\|5.70\|5.58\|211183;2026-05-07\|6.23\|10.07\|5.72\|6.23\|5.72\|282753;2026-05-08\|6.55\|5.14\|6.30\|6.64\|6.23\|1017957;2026-05-11\|6.37\|-2.75\|6.40\|6.45\|6.28\|566420;2026-05-12\|6.42\|0.78\|6.37\|6.57\|6.34\|509346;2026-05-13\|6.56\|2.18\|6.36\|6.63\|6.32\|533217;2026-05-14\|6.82\|3.96\|6.56\|6.91\|6.45\|753416;2026-05-15\|6.72\|-1.47\|6.62\|6.90\|6.33\|623483;2026-05-18\|6.46\|-3.87\|6.60\|6.72\|6.40\|461927;2026-05-19\|6.41\|-0.77\|6.46\|6.55\|6.32\|348293;2026-05-20\|6.34\|-1.09\|6.34\|6.44\|6.16\|344530;2026-05-21\|6.70\|5.68\|6.51\|6.97\|6.33\|1046721;2026-05-22\|6.73\|0.45\|6.65\|7.01\|6.61\|857581;2026-05-25\|6.85\|1.78\|6.85\|7.08\|6.80\|726064;2026-05-26\|7.10\|3.65\|6.80\|7.30\|6.76\|858659;2026-05-27\|7.70\|8.45\|6.94\|7.81\|6.88\|1444851;2026-05-28\|8.08\|4.94\|7.50\|8.26\|7.41\|1230947;2026-05-29\|7.53\|-6.81\|7.87\|8.19\|7.48\|924077;2026-06-01\|7.27\|-3.45\|7.64\|7.74\|7.13\|669596;2026-06-02\|7.08\|-2.61\|7.05\|7.38\|6.76\|633836;2026-06-03\|6.59\|-6.92\|7.01\|7.12\|6.49\|600601;2026-06-04\|6.54\|-0.76\|6.48\|6.70\|6.37\|436002;2026-06-05\|7.19\|9.94\|6.45\|7.19\|6.23\|798850;2026-06-08\|6.68\|-7.09\|6.92\|7.15\|6.64\|646334;2026-06-09\|6.61\|-1.05\|6.85\|6.94\|6.32\|459643;2026-06-10\|6.65\|0.61\|6.56\|6.88\|6.33\|673602;2026-06-11\|6.42\|-3.46\|6.50\|6.70\|6.30\|431127;2026-06-12\|6.06\|-5.61\|6.47\|6.64\|6.01\|498147;2026-06-15\|6.36\|4.95\|6.09\|6.57\|6.04\|518698;2026-06-16\|6.66\|4.72\|6.34\|6.74\|6.25\|424697;2026-06-17\|6.83\|2.55\|6.56\|7.05\|6.56\|523358;2026-06-18\|6.19\|-9.37\|6.80\|6.80\|6.16\|575463;2026-06-22\|6.12\|-1.13\|6.25\|6.36\|6.02\|330014;2026-06-23\|6.04\|-1.31\|6.06\|6.17\|5.90\|316256;2026-06-24\|5.77\|-4.47\|6.03\|6.10\|5.72\|329579;2026-06-25\|5.65\|-2.08\|5.76\|6.00\|5.60\|378751;2026-06-26\|5.66\|0.18\|5.60\|5.95\|5.52\|405192;2026-06-29\|5.51\|-2.65\|5.60\|5.89\|5.46\|325412;2026-06-30\|5.86\|6.35\|5.49\|5.89\|5.41\|421670;2026-07-01\|5.80\|-1.02\|5.86\|5.97\|5.60\|334773;2026-07-02\|5.45\|-6.03\|5.71\|5.73\|5.41\|385204;2026-07-03\|5.03\|-7.71\|5.40\|5.44\|5.02\|443508;2026-07-06\|4.79\|-4.77\|5.08\|5.08\|4.78\|305066;2026-07-07\|4.59\|-4.18\|4.76\|4.79\|4.56\|222141;2026-07-08\|4.52\|-1.53\|4.58\|4.63\|4.45\|213745;2026-07-09\|4.58\|1.33\|4.47\|4.60\|4.37\|212151;2026-07-10\|4.61\|0.66\|4.59\|4.77\|4.53\|218578;2026-07-13\|4.22\|-8.46\|4.56\|4.58\|4.18\|251660
112884	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\|19.94\|-9.90\|21.62\|21.98\|19.92\|877009
112883	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"	MPO光连接器+CPO+光纤光缆+深圳国资行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年5月13日互动易，公司“基于CPO技术的高密度超薄多芯MPO插芯关键技术研究”项目属于CPO配套技术，目前已经实现量产出货。 2、据2026年6月1日互动易，公司应用于算力、数据中心设备的高端MPO光连接器市场份额位居行业前列；公司与三大电信运营商和国家电网、南方电网等重要客户长期保持良好的合作关系。 3、公司在光通信行业深耕30余年，“特发信息”品牌已成为国内光纤光缆产品研发和生产领域的知名品牌，公司连续多年蝉联光通信领域多项权威榜单10强。 4、据2025年年度报告，公司最终控制人为深圳市人民政府国有资产监督管理委员会，属于国有控股企业。	深圳国资委控股的特发集团旗下，以光通信产业为主	2026-03-03\|18.46\|-6.10\|19.66\|20.15\|18.37\|1660379;2026-03-04\|19.21\|4.06\|17.80\|19.92\|17.70\|1179316;2026-03-05\|17.51\|-8.85\|19.62\|19.85\|17.40\|1411726;2026-03-06\|17.06\|-2.57\|17.54\|18.00\|16.72\|908235;2026-03-09\|16.47\|-3.46\|16.52\|16.70\|15.39\|1091081;2026-03-10\|17.46\|6.01\|16.38\|17.48\|16.24\|1348283;2026-03-11\|17.47\|0.06\|17.40\|18.55\|17.23\|1575955;2026-03-12\|17.56\|0.52\|17.36\|18.46\|17.07\|1103907;2026-03-13\|17.09\|-2.68\|17.31\|18.26\|17.03\|912175;2026-03-16\|16.67\|-2.46\|17.17\|17.20\|16.26\|687368;2026-03-17\|15.48\|-7.14\|16.75\|16.85\|15.40\|634118;2026-03-18\|15.89\|2.65\|15.74\|15.91\|15.36\|465076;2026-03-19\|15.22\|-4.22\|15.48\|15.81\|15.05\|459591;2026-03-20\|14.64\|-3.81\|15.47\|15.60\|14.59\|480304;2026-03-23\|13.60\|-7.10\|14.28\|14.43\|13.40\|678812;2026-03-24\|14.42\|6.03\|14.00\|14.48\|13.71\|655810;2026-03-25\|15.86\|9.99\|14.95\|15.86\|14.94\|406962;2026-03-26\|15.56\|-1.89\|15.68\|16.28\|15.29\|1299935;2026-03-27\|15.68\|0.77\|15.09\|15.94\|14.90\|807376;2026-03-30\|16.18\|3.19\|15.40\|16.45\|15.22\|1017114;2026-03-31\|17.80\|10.01\|16.05\|17.80\|15.45\|1575523;2026-04-01\|18.45\|3.65\|18.00\|19.05\|17.83\|1977398;2026-04-02\|19.37\|4.99\|17.82\|20.30\|17.77\|2021743;2026-04-03\|18.68\|-3.56\|19.03\|19.60\|18.52\|1432013;2026-04-07\|18.13\|-2.94\|18.37\|19.07\|18.03\|1276095;2026-04-08\|18.98\|4.69\|18.40\|19.05\|17.95\|1436291;2026-04-09\|20.88\|10.01\|18.67\|20.88\|18.10\|1862159;2026-04-10\|19.76\|-5.36\|20.88\|20.99\|19.43\|1830765;2026-04-13\|21.10\|6.78\|19.11\|21.73\|18.88\|1864716;2026-04-14\|20.28\|-3.89\|21.25\|21.51\|19.84\|1673650;2026-04-15\|18.88\|-6.90\|19.99\|20.20\|18.73\|1458129;2026-04-16\|20.77\|10.01\|18.61\|20.77\|18.41\|2125485;2026-04-17\|20.33\|-2.12\|20.74\|20.87\|20.16\|1453391;2026-04-20\|21.03\|3.44\|20.71\|21.32\|20.26\|1531150;2026-04-21\|20.48\|-2.62\|20.43\|21.02\|20.00\|1060652;2026-04-22\|21.25\|3.76\|20.03\|22.20\|19.95\|1517438;2026-04-23\|20.99\|-1.22\|21.01\|21.99\|20.30\|1134080;2026-04-24\|19.97\|-4.86\|20.51\|22.50\|19.60\|1065863;2026-04-27\|20.15\|0.90\|19.63\|20.83\|18.90\|1018323;2026-04-28\|19.25\|-4.47\|20.13\|20.48\|19.01\|746497;2026-04-29\|19.33\|0.42\|19.13\|20.29\|18.88\|557106;2026-04-30\|18.08\|-6.47\|19.36\|19.50\|18.03\|892176;2026-05-06\|18.28\|1.11\|18.45\|18.74\|18.20\|843048;2026-05-07\|20.11\|10.01\|19.80\|20.11\|18.77\|1249888;2026-05-08\|21.07\|4.77\|19.97\|21.22\|19.69\|1608189;2026-05-11\|20.90\|-0.81\|22.12\|22.12\|20.20\|1296737;2026-05-12\|21.55\|3.11\|21.49\|21.92\|20.99\|1547377;2026-05-13\|21.21\|-1.58\|20.84\|22.00\|20.78\|1429726;2026-05-14\|20.45\|-3.58\|21.15\|21.90\|20.45\|1344379;2026-05-15\|19.06\|-6.80\|20.04\|20.95\|18.87\|1058153;2026-05-18\|19.49\|2.26\|18.90\|19.77\|18.80\|714629;2026-05-19\|18.76\|-3.75\|19.00\|19.09\|17.94\|802882;2026-05-20\|19.84\|5.76\|18.60\|20.64\|18.50\|1569139;2026-05-21\|17.99\|-9.32\|19.49\|19.60\|17.86\|1264271;2026-05-22\|18.48\|2.72\|17.99\|18.50\|17.55\|707555;2026-05-25\|18.32\|-0.87\|18.51\|18.72\|17.90\|571086;2026-05-26\|17.43\|-4.86\|18.14\|18.18\|16.88\|633588;2026-05-27\|17.21\|-1.26\|17.40\|18.10\|17.18\|505759;2026-05-28\|17.84\|3.66\|17.02\|18.05\|16.60\|591223;2026-05-29\|18.07\|1.29\|17.88\|18.65\|17.33\|755954;2026-06-01\|17.01\|-5.87\|17.61\|17.71\|17.00\|479583;2026-06-02\|17.74\|4.29\|16.94\|17.96\|16.73\|546745;2026-06-03\|18.06\|1.80\|18.20\|18.76\|17.76\|806483;2026-06-04\|18.53\|2.60\|17.42\|19.35\|17.42\|726961;2026-06-05\|19.92\|7.50\|18.54\|20.38\|18.54\|1786816;2026-06-08\|18.46\|-7.33\|17.93\|19.49\|17.93\|1411132;2026-06-09\|19.53\|5.80\|19.57\|19.83\|18.41\|1034404;2026-06-10\|18.21\|-6.76\|19.22\|19.36\|17.70\|974636;2026-06-11\|17.67\|-2.97\|17.90\|18.75\|17.26\|724756;2026-06-12\|17.10\|-3.23\|18.10\|18.24\|16.92\|836653;2026-06-15\|18.81\|10.00\|17.08\|18.81\|17.08\|1207670;2026-06-16\|19.49\|3.62\|19.37\|19.88\|19.00\|1320033;2026-06-17\|20.66\|6.00\|19.00\|20.83\|19.00\|1346809;2026-06-18\|20.73\|0.34\|20.76\|21.20\|20.33\|1076960;2026-06-22\|22.80\|9.99\|22.01\|22.80\|22.01\|398073;2026-06-23\|25.08\|10.00\|24.75\|25.08\|23.51\|1375005;2026-06-24\|25.33\|1.00\|24.59\|26.05\|24.35\|1861356;2026-06-25\|24.77\|-2.21\|25.33\|25.47\|23.77\|1154074;2026-06-26\|22.29\|-10.01\|24.60\|24.76\|22.29\|913376;2026-06-29\|20.37\|-8.61\|21.89\|22.35\|20.06\|1071879;2026-06-30\|20.84\|2.31\|20.77\|20.95\|19.80\|850963;2026-07-01\|19.60\|-5.95\|20.80\|21.00\|19.39\|868475;2026-07-02\|17.90\|-8.67\|19.02\|19.33\|17.88\|830419;2026-07-03\|17.99\|0.50\|18.13\|19.09\|17.92\|824881;2026-07-06\|18.79\|4.45\|18.36\|19.13\|16.80\|1287650;2026-07-07\|18.18\|-3.25\|18.40\|18.94\|17.91\|749936;2026-07-08\|17.42\|-4.18\|18.31\|18.44\|17.09\|661248;2026-07-09\|18.18\|4.36\|18.70\|18.86\|17.50\|1274132;2026-07-10\|18.00\|-0.99\|18.15\|18.92\|17.88\|1164705;2026-07-13\|16.20\|-10.00\|17.09\|17.31\|16.20\|692751
112882	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"	光模块透镜固定用胶+电子胶+半导体行业原因： 6月8日，美股光通信概念股集体反弹，迈威尔科技（Marvell）涨近10%，Coherent涨超6%，康宁涨超5%。黄仁勋此前表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因，Marvell将成为下一个万亿美元市值的公司。公司原因： 1、据2026年6月5日公告，公司股票近期连续上涨触发异常波动，公司澄清涉及半导体业务的光模块透镜固定用胶为新开发产品，目前该产品月营收占集团月营收不足1%，不会对公司业绩造成重大影响且存在未来供货的不确定性。 2、据2026年5月30日公告及2026年5月29日投资者关系活动记录表，公司电子胶板块光模块透镜固定用胶、底填胶等产品已进入半导体及汽车电子领域小批量供货，但占电子胶总体营收比重较低。 3、公司主营热熔环保粘接材料、电子胶黏剂等，已全面停止光伏封装胶膜业务，聚焦热熔胶、电子胶核心业务，重点拓展芯片半导体、新能源汽车等战略新兴领域。	公司电子胶板块光模块透镜固定用胶、底填胶等产品已经进入半导体及汽车电子领域小批量供货	2026-03-03\|7.55\|-3.33\|7.79\|7.86\|7.51\|166961;2026-03-04\|7.54\|-0.13\|7.47\|7.64\|7.45\|93693;2026-03-05\|7.58\|0.53\|7.67\|7.77\|7.55\|78723;2026-03-06\|7.67\|1.19\|7.58\|7.70\|7.56\|75767;2026-03-09\|7.56\|-1.43\|7.67\|7.73\|7.52\|97607;2026-03-10\|7.65\|1.19\|7.59\|7.70\|7.56\|79385;2026-03-11\|7.55\|-1.31\|7.63\|7.73\|7.55\|86365;2026-03-12\|7.42\|-1.72\|7.55\|7.60\|7.41\|77899;2026-03-13\|7.36\|-0.81\|7.40\|7.50\|7.34\|69435;2026-03-16\|7.44\|1.09\|7.36\|7.46\|7.33\|65101;2026-03-17\|7.24\|-2.69\|7.43\|7.48\|7.21\|97245;2026-03-18\|7.32\|1.10\|7.26\|7.32\|7.18\|63461;2026-03-19\|7.14\|-2.46\|7.28\|7.30\|7.03\|80126;2026-03-20\|6.90\|-3.36\|7.16\|7.16\|6.88\|76801;2026-03-23\|6.40\|-7.25\|6.50\|6.79\|6.34\|100571;2026-03-24\|6.65\|3.91\|6.57\|6.67\|6.37\|78828;2026-03-25\|6.79\|2.11\|6.51\|6.84\|6.51\|61124;2026-03-26\|6.66\|-1.91\|6.77\|6.92\|6.62\|56622;2026-03-27\|6.78\|1.80\|6.63\|6.82\|6.57\|52437;2026-03-30\|6.85\|1.03\|6.77\|6.89\|6.68\|52667;2026-03-31\|6.66\|-2.77\|6.91\|6.92\|6.65\|44602;2026-04-01\|6.78\|1.80\|6.72\|6.85\|6.70\|50642;2026-04-02\|6.71\|-1.03\|6.72\|6.85\|6.64\|47868;2026-04-03\|6.47\|-3.58\|6.71\|6.76\|6.44\|56397;2026-04-07\|6.69\|3.40\|6.48\|6.71\|6.41\|52752;2026-04-08\|6.87\|2.69\|6.86\|6.95\|6.79\|60624;2026-04-09\|6.78\|-1.31\|6.89\|6.89\|6.76\|43086;2026-04-10\|6.82\|0.59\|6.81\|6.89\|6.78\|43896;2026-04-13\|6.74\|-1.17\|6.82\|6.83\|6.70\|41261;2026-04-14\|6.75\|0.15\|6.80\|6.80\|6.67\|44354;2026-04-15\|6.69\|-0.89\|6.76\|6.84\|6.68\|44311;2026-04-16\|6.85\|2.39\|6.68\|6.90\|6.63\|54315;2026-04-17\|6.90\|0.73\|6.85\|6.97\|6.75\|59008;2026-04-20\|7.08\|2.61\|6.90\|7.23\|6.85\|94305;2026-04-21\|7.10\|0.28\|7.04\|7.15\|6.96\|54330;2026-04-22\|7.15\|0.70\|7.08\|7.28\|7.00\|73355;2026-04-23\|7.24\|1.26\|7.22\|7.43\|7.19\|128173;2026-04-24\|7.13\|-1.52\|7.24\|7.26\|7.00\|101174;2026-04-27\|7.28\|2.10\|7.18\|7.32\|7.07\|100898;2026-04-28\|7.32\|0.55\|7.28\|7.45\|7.24\|77835;2026-04-29\|7.40\|1.09\|7.27\|7.43\|7.26\|94023;2026-04-30\|7.40\|0.00\|7.40\|7.52\|7.32\|71939;2026-05-06\|7.39\|-0.14\|7.42\|7.48\|7.32\|85291;2026-05-07\|7.23\|-2.17\|7.40\|7.43\|7.21\|123254;2026-05-08\|7.20\|-0.41\|7.21\|7.31\|7.17\|76593;2026-05-11\|7.19\|-0.14\|7.28\|7.30\|7.12\|86775;2026-05-12\|7.06\|-1.81\|7.19\|7.19\|6.92\|101811;2026-05-13\|7.03\|-0.42\|7.08\|7.14\|6.96\|80776;2026-05-14\|7.08\|0.71\|7.10\|7.16\|6.96\|72166;2026-05-15\|6.96\|-1.69\|7.05\|7.14\|6.88\|86318;2026-05-18\|6.89\|-1.01\|6.96\|6.98\|6.80\|88812;2026-05-19\|6.99\|1.45\|6.93\|7.05\|6.85\|85010;2026-05-20\|6.86\|-1.86\|6.93\|6.93\|6.81\|55499;2026-05-21\|6.64\|-3.21\|6.94\|7.08\|6.63\|106237;2026-05-22\|6.94\|4.52\|6.67\|7.03\|6.55\|114511;2026-05-25\|7.22\|4.03\|6.96\|7.45\|6.76\|251280;2026-05-26\|7.00\|-3.05\|6.99\|7.35\|6.85\|260334;2026-05-27\|6.86\|-2.00\|7.01\|7.27\|6.82\|209180;2026-05-28\|6.80\|-0.87\|6.85\|7.03\|6.62\|146429;2026-05-29\|6.42\|-5.59\|6.75\|6.81\|6.36\|162690;2026-06-01\|7.06\|9.97\|6.43\|7.06\|6.43\|127608;2026-06-02\|7.77\|10.06\|7.10\|7.77\|6.90\|465277;2026-06-03\|8.55\|10.04\|8.55\|8.55\|8.55\|118366;2026-06-04\|9.41\|10.06\|8.55\|9.41\|8.25\|894647;2026-06-05\|8.61\|-8.50\|10.15\|10.35\|8.54\|1465456;2026-06-08\|7.75\|-9.99\|7.75\|8.21\|7.75\|910195;2026-06-09\|8.53\|10.06\|7.59\|8.53\|7.35\|894510;2026-06-10\|9.00\|5.51\|8.50\|9.28\|8.31\|1120065;2026-06-11\|8.84\|-1.78\|8.66\|8.91\|8.50\|653459;2026-06-12\|8.54\|-3.39\|8.85\|9.23\|8.39\|526556;2026-06-15\|8.37\|-1.99\|8.54\|8.77\|8.21\|531056;2026-06-16\|8.16\|-2.51\|8.39\|8.56\|8.04\|455146;2026-06-17\|8.05\|-1.35\|8.00\|8.14\|7.90\|401192;2026-06-18\|7.76\|-3.60\|7.99\|7.99\|7.48\|400298;2026-06-22\|7.91\|1.93\|7.60\|7.91\|7.41\|385225;2026-06-23\|8.30\|4.93\|7.80\|8.56\|7.73\|601707;2026-06-24\|7.91\|-4.70\|8.12\|8.14\|7.70\|443079;2026-06-25\|7.63\|-3.54\|7.94\|8.10\|7.54\|346110;2026-06-26\|7.59\|-0.52\|7.58\|7.90\|7.42\|290918;2026-06-29\|7.36\|-3.03\|7.47\|7.73\|7.20\|292308;2026-06-30\|7.74\|5.16\|7.36\|8.10\|7.32\|413279;2026-07-01\|8.51\|9.95\|8.02\|8.51\|7.96\|367262;2026-07-02\|8.90\|4.58\|8.26\|9.30\|8.26\|700894;2026-07-03\|8.75\|-1.69\|8.75\|8.97\|8.53\|472774;2026-07-06\|8.60\|-1.71\|8.76\|9.07\|8.57\|317307;2026-07-07\|8.41\|-2.21\|8.39\|8.85\|8.32\|316739;2026-07-08\|7.91\|-5.95\|8.28\|8.50\|7.82\|320235;2026-07-09\|7.96\|0.63\|7.97\|8.08\|7.60\|229675;2026-07-10\|7.83\|-1.63\|8.02\|8.57\|7.83\|319883;2026-07-13\|7.14\|-8.81\|7.73\|7.93\|7.12\|288769
112881	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"	光芯片+光纤光缆+超导带材行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月18日业绩说明会，2026年一季度公司光通信产品收入与毛利率增幅较大，主要受益于AI算力需求爆发式增长带动光纤市场量价齐升；公司70mW CW-DFB及100G EML光芯片已完成研发验证与客户适配测试并实现供货，正有序推进产能扩充工作。 2、据2026年4月21日年报及2026年5月18日互动易，公司构建了“光棒—光纤—光缆”全产业链，并向光芯片、光器件等领域延伸，具备端到端综合解决方案能力；公司70mW CW-DFB、100G EML系列已实现供货，正积极对接海内外主流光模块企业，持续送样测试。 3、据2026年5月18日互动易，子公司东部超导专注于第二代高温超导带材，已具备规模化供应能力，产品成功应用于可控核聚变磁体、超导感应加热等关键场景，公司与中国科学院系统、能量奇点等机构保持战略合作。	1、公司已经实现了从光芯片-光器件-光模块-系统集成的全产业链布局； 2、公司高温超导带材已应用于超导感应加热、超导磁拉单晶、可控核聚变磁体、超导电力装备等领域	2026-03-03\|27.52\|-9.95\|30.00\|30.83\|27.50\|2067074;2026-03-04\|26.80\|-2.62\|25.86\|27.77\|25.86\|973806;2026-03-05\|28.09\|4.81\|27.50\|28.72\|26.52\|1465287;2026-03-06\|26.98\|-3.95\|27.70\|27.99\|26.81\|1046679;2026-03-09\|26.59\|-1.45\|26.01\|26.84\|25.50\|845950;2026-03-10\|28.15\|5.87\|27.27\|28.20\|26.70\|1301975;2026-03-11\|28.47\|1.14\|28.20\|29.50\|28.20\|1366439;2026-03-12\|27.35\|-3.93\|28.38\|28.83\|27.00\|1157400;2026-03-13\|27.61\|0.95\|27.19\|28.30\|27.08\|1028565;2026-03-16\|28.44\|3.01\|27.63\|28.68\|27.61\|1252367;2026-03-17\|27.07\|-4.82\|28.54\|28.57\|26.85\|1023119;2026-03-18\|27.49\|1.55\|26.90\|27.50\|26.40\|704817;2026-03-19\|26.96\|-1.93\|26.84\|27.35\|26.67\|528831;2026-03-20\|27.66\|2.60\|27.36\|28.50\|27.12\|1581663;2026-03-23\|25.32\|-8.46\|26.36\|26.50\|25.00\|1337696;2026-03-24\|25.21\|-0.43\|25.81\|25.96\|24.11\|919620;2026-03-25\|26.25\|4.13\|25.68\|26.46\|25.68\|1071384;2026-03-26\|25.39\|-3.28\|26.25\|26.33\|25.02\|901003;2026-03-27\|25.55\|0.63\|24.50\|26.10\|24.19\|898523;2026-03-30\|27.69\|8.38\|25.00\|28.09\|24.99\|1687135;2026-03-31\|27.74\|0.18\|27.13\|28.28\|26.90\|1340850;2026-04-01\|30.51\|9.99\|28.50\|30.51\|28.50\|2354132;2026-04-02\|30.29\|-0.72\|30.30\|31.88\|29.70\|2198990;2026-04-03\|30.98\|2.28\|31.03\|32.30\|30.60\|1677444;2026-04-07\|30.21\|-2.49\|30.98\|31.81\|30.01\|1241374;2026-04-08\|33.23\|10.00\|31.59\|33.23\|31.30\|1535919;2026-04-09\|34.64\|4.24\|33.95\|34.92\|33.20\|1864375;2026-04-10\|38.10\|9.99\|34.65\|38.10\|33.98\|2331300;2026-04-13\|38.70\|1.57\|37.87\|39.61\|36.70\|2175915;2026-04-14\|37.18\|-3.93\|38.10\|38.62\|36.80\|1840653;2026-04-15\|37.54\|0.97\|37.26\|40.27\|36.98\|2323465;2026-04-16\|39.47\|5.14\|37.50\|40.50\|36.41\|2004663;2026-04-17\|41.30\|4.64\|39.47\|42.50\|39.47\|1673910;2026-04-20\|41.80\|1.21\|41.31\|43.86\|40.72\|1853075;2026-04-21\|41.39\|-0.98\|39.95\|42.30\|39.95\|1628974;2026-04-22\|45.53\|10.00\|41.39\|45.53\|41.39\|707703;2026-04-23\|48.50\|6.52\|48.10\|50.07\|47.20\|2308499;2026-04-24\|49.01\|1.05\|48.50\|51.00\|47.55\|1957770;2026-04-27\|48.52\|-1.00\|49.91\|50.40\|47.28\|1394350;2026-04-28\|44.85\|-7.56\|48.60\|49.35\|44.53\|1984598;2026-04-29\|43.32\|-3.41\|44.61\|45.05\|42.78\|1670887;2026-04-30\|42.41\|-2.10\|43.84\|44.22\|41.80\|1202231;2026-05-06\|43.68\|2.99\|43.31\|44.78\|43.04\|1476186;2026-05-07\|47.52\|8.79\|44.72\|48.05\|43.41\|2266602;2026-05-08\|49.94\|5.09\|46.09\|50.49\|45.92\|2087162;2026-05-11\|51.40\|2.92\|50.58\|52.50\|48.93\|1864012;2026-05-12\|52.32\|1.79\|51.63\|55.99\|51.60\|1917080;2026-05-13\|51.83\|-0.94\|51.43\|52.88\|50.76\|1358830;2026-05-14\|53.99\|4.17\|52.85\|56.39\|52.26\|1903822;2026-05-15\|51.50\|-4.61\|53.99\|55.51\|49.70\|1583050;2026-05-18\|51.55\|0.10\|50.47\|52.54\|50.47\|1125158;2026-05-19\|50.47\|-2.10\|50.70\|50.97\|47.93\|1121210;2026-05-20\|50.63\|0.32\|50.55\|51.48\|48.81\|1056496;2026-05-21\|46.29\|-8.57\|51.36\|51.36\|45.88\|1410460;2026-05-22\|47.31\|2.20\|47.22\|47.75\|46.50\|895414;2026-05-25\|47.20\|-0.23\|47.08\|47.31\|45.93\|1071397;2026-05-26\|46.28\|-1.95\|46.66\|46.80\|42.60\|1890227;2026-05-27\|48.50\|4.80\|45.36\|49.88\|45.28\|1960929;2026-05-28\|48.53\|0.06\|47.60\|48.78\|45.89\|1454098;2026-05-29\|47.81\|-1.48\|48.80\|50.47\|46.42\|1880512;2026-06-01\|45.11\|-5.65\|46.93\|49.38\|45.01\|1239762;2026-06-02\|49.62\|10.00\|45.11\|49.62\|45.11\|1895285;2026-06-03\|51.92\|4.64\|51.00\|54.58\|50.77\|2287955;2026-06-04\|54.29\|4.56\|51.00\|54.95\|51.00\|1476736;2026-06-05\|55.42\|2.08\|54.10\|59.72\|54.10\|2102307;2026-06-08\|53.00\|-4.37\|51.99\|56.80\|51.87\|1612508;2026-06-09\|56.90\|7.36\|54.41\|57.16\|53.23\|1564631;2026-06-10\|52.30\|-8.08\|55.70\|56.48\|51.61\|1286613;2026-06-11\|52.33\|0.06\|51.49\|55.26\|50.87\|1246010;2026-06-12\|51.30\|-1.97\|54.02\|54.18\|50.60\|1305729;2026-06-15\|53.53\|4.35\|52.29\|54.00\|49.10\|1205280;2026-06-16\|58.88\|9.99\|53.93\|58.88\|53.09\|1369957;2026-06-17\|63.09\|7.17\|59.25\|64.69\|58.99\|1831260;2026-06-18\|62.12\|-1.54\|61.83\|64.35\|61.38\|1263933;2026-06-22\|63.70\|2.54\|63.48\|65.36\|60.99\|1463995;2026-06-23\|62.49\|-1.90\|63.70\|66.66\|61.53\|1394260;2026-06-24\|68.74\|10.00\|61.01\|68.74\|61.01\|1563121;2026-06-25\|72.96\|6.14\|70.50\|73.97\|68.10\|1319762;2026-06-26\|65.71\|-9.94\|72.81\|73.90\|65.66\|1524525;2026-06-29\|63.10\|-3.97\|66.76\|67.38\|59.99\|1278470;2026-06-30\|67.48\|6.94\|63.81\|67.90\|61.96\|1071333;2026-07-01\|62.46\|-7.44\|67.50\|67.50\|61.00\|1167856;2026-07-02\|56.21\|-10.01\|59.01\|59.97\|56.21\|956424;2026-07-03\|54.53\|-2.99\|55.61\|57.56\|54.50\|963024;2026-07-06\|50.05\|-8.22\|57.50\|57.50\|49.12\|1564924;2026-07-07\|49.05\|-2.00\|49.06\|50.67\|46.73\|1399780;2026-07-08\|47.58\|-3.00\|49.25\|50.18\|47.31\|947280;2026-07-09\|50.66\|6.47\|48.98\|50.74\|45.50\|1399694;2026-07-10\|49.04\|-3.20\|50.75\|53.33\|49.00\|1391386;2026-07-13\|44.90\|-8.44\|47.43\|48.81\|44.55\|1143554
112880	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+卫星导航+华为算力+央企行业原因： 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2026年2月6日互动易，光纤光缆业务是公司的核心主业，公司具备“棒-纤-缆”全产业链的核心能力，积极布局空芯光纤、保偏光纤、耐辐照光纤等新型光纤光缆产品。 2、据2025年11月24日公司官网，公司为某大型通信星座研制的首批星载路由设备已在轨组网成功，并完成高速相干激光通信终端开发，布局“空-天-地-海”一体化架构。 3、据2025年6月12日互动易，控股子公司长江计算为华为鲲鹏昇腾生态整机伙伴，2024年算力收入规模近60亿，两年复合增速超100%。 4、公司最终控制人为国务院国资委，系光通信领域央企。	公司拟与联通战新基金、湖北省引导基金等共设湖北烽火创业投资基金，围绕光通信、半导体、商业航天等新一代信息技术投资布局	2026-03-03\|56.13\|-1.02\|58.41\|60.21\|55.00\|2435168;2026-03-04\|58.44\|4.12\|54.00\|58.93\|54.00\|1590230;2026-03-05\|56.77\|-2.86\|59.00\|59.61\|55.00\|1401387;2026-03-06\|52.76\|-7.06\|55.50\|56.13\|52.40\|1372408;2026-03-09\|52.00\|-1.44\|50.86\|52.20\|47.60\|1241585;2026-03-10\|57.20\|10.00\|53.00\|57.20\|52.71\|1440117;2026-03-11\|57.03\|-0.30\|58.60\|61.78\|56.66\|1837441;2026-03-12\|55.50\|-2.68\|57.02\|59.59\|55.00\|1035141;2026-03-13\|52.36\|-5.66\|55.00\|56.12\|52.21\|819927;2026-03-16\|51.11\|-2.39\|52.83\|53.30\|50.19\|642043;2026-03-17\|46.77\|-8.49\|51.33\|51.50\|46.55\|919142;2026-03-18\|47.65\|1.88\|47.75\|47.99\|46.30\|883093;2026-03-19\|45.94\|-3.59\|46.10\|47.05\|45.64\|630270;2026-03-20\|44.26\|-3.66\|46.98\|47.40\|44.11\|805156;2026-03-23\|41.96\|-5.20\|44.00\|44.20\|41.58\|739376;2026-03-24\|44.00\|4.86\|42.98\|44.39\|41.80\|938061;2026-03-25\|46.95\|6.70\|45.90\|48.05\|45.78\|1171293;2026-03-26\|45.42\|-3.26\|46.96\|47.75\|45.14\|840486;2026-03-27\|45.98\|1.23\|44.39\|46.94\|43.40\|767473;2026-03-30\|48.80\|6.13\|44.99\|49.80\|44.90\|1076643;2026-03-31\|50.48\|3.44\|47.60\|52.41\|46.50\|1497751;2026-04-01\|48.86\|-3.21\|52.33\|52.38\|48.00\|1137731;2026-04-02\|47.82\|-2.13\|48.19\|50.50\|47.53\|963299;2026-04-03\|49.16\|2.80\|48.81\|50.80\|48.63\|1163345;2026-04-07\|48.81\|-0.71\|48.99\|50.97\|48.25\|844349;2026-04-08\|51.25\|5.00\|50.10\|51.27\|49.41\|1224123;2026-04-09\|54.95\|7.22\|51.20\|54.98\|49.70\|1414581;2026-04-10\|52.40\|-4.64\|54.80\|54.80\|51.70\|1296176;2026-04-13\|50.17\|-4.26\|51.30\|51.70\|48.75\|1035708;2026-04-14\|50.78\|1.22\|50.55\|50.90\|49.28\|873507;2026-04-15\|48.48\|-4.53\|50.70\|51.26\|47.60\|881073;2026-04-16\|48.63\|0.31\|48.00\|49.00\|47.32\|775082;2026-04-17\|49.27\|1.32\|48.20\|49.97\|48.11\|693795;2026-04-20\|52.97\|7.51\|50.60\|53.88\|50.59\|1323371;2026-04-21\|53.05\|0.15\|52.05\|53.41\|51.83\|934379;2026-04-22\|56.26\|6.05\|53.16\|56.87\|53.15\|1267577;2026-04-23\|55.01\|-2.22\|56.00\|57.35\|53.86\|1197110;2026-04-24\|52.26\|-5.00\|54.45\|55.47\|51.26\|995058;2026-04-27\|51.60\|-1.26\|51.05\|53.98\|51.05\|1307618;2026-04-28\|52.30\|1.36\|51.15\|53.96\|49.01\|1217614;2026-04-29\|51.50\|-1.53\|51.31\|52.60\|50.97\|763945;2026-04-30\|46.68\|-9.36\|49.20\|49.97\|46.35\|1521364;2026-05-06\|48.59\|4.09\|47.40\|49.85\|47.40\|1135861;2026-05-07\|51.82\|6.65\|49.81\|51.87\|48.08\|1263580;2026-05-08\|57.00\|10.00\|51.00\|57.00\|51.00\|1398841;2026-05-11\|58.61\|2.82\|60.00\|60.00\|55.60\|1794355;2026-05-12\|59.01\|0.68\|58.61\|60.23\|57.86\|1311401;2026-05-13\|60.82\|3.07\|58.96\|61.68\|58.52\|1318741;2026-05-14\|59.17\|-2.71\|60.81\|62.99\|59.17\|1249748;2026-05-15\|54.29\|-8.25\|59.16\|59.88\|53.59\|1337258;2026-05-18\|56.17\|3.46\|54.94\|57.88\|54.84\|902645;2026-05-19\|56.61\|0.78\|55.70\|56.93\|53.38\|880153;2026-05-20\|58.48\|3.30\|56.60\|60.98\|56.07\|1205909;2026-05-21\|54.04\|-7.59\|58.49\|58.90\|53.80\|1005463;2026-05-22\|55.15\|2.05\|54.50\|56.16\|54.10\|748339;2026-05-25\|54.92\|-0.42\|55.78\|55.78\|53.32\|777235;2026-05-26\|52.00\|-5.32\|54.50\|54.50\|50.90\|737298;2026-05-27\|50.25\|-3.37\|52.00\|53.20\|49.82\|652950;2026-05-28\|50.75\|0.99\|50.00\|51.09\|48.20\|737736;2026-05-29\|51.89\|2.25\|51.00\|52.50\|47.90\|997794;2026-06-01\|47.55\|-8.36\|50.90\|50.96\|47.54\|690429;2026-06-02\|49.50\|4.10\|47.30\|50.41\|46.09\|829606;2026-06-03\|52.02\|5.09\|49.98\|53.48\|49.98\|1156564;2026-06-04\|52.75\|1.40\|51.10\|53.99\|50.98\|987949;2026-06-05\|56.48\|7.07\|52.00\|58.03\|52.00\|2074326;2026-06-08\|54.50\|-3.51\|53.70\|58.08\|52.18\|1605290;2026-06-09\|58.85\|7.98\|56.00\|59.45\|55.48\|1512707;2026-06-10\|55.70\|-5.35\|58.00\|58.70\|54.35\|1176174;2026-06-11\|60.99\|9.50\|55.70\|61.27\|55.70\|2363943;2026-06-12\|63.13\|3.51\|62.50\|66.82\|60.50\|2173422;2026-06-15\|67.83\|7.45\|64.38\|68.50\|62.01\|1627849;2026-06-16\|74.00\|9.10\|68.42\|74.46\|67.00\|1615301;2026-06-17\|76.68\|3.62\|73.00\|79.70\|72.80\|1539012;2026-06-18\|75.31\|-1.79\|76.56\|78.00\|74.14\|1199494;2026-06-22\|82.56\|9.63\|79.00\|82.84\|77.33\|1437052;2026-06-23\|82.75\|0.23\|82.93\|87.58\|81.50\|1355302;2026-06-24\|82.26\|-0.59\|81.00\|84.71\|79.15\|1166334;2026-06-25\|84.69\|2.95\|85.00\|87.40\|81.69\|1035433;2026-06-26\|76.22\|-10.00\|83.90\|83.98\|76.22\|1179315;2026-06-29\|72.07\|-5.44\|75.00\|76.15\|69.96\|1266240;2026-06-30\|73.60\|2.12\|73.80\|74.05\|70.20\|857400;2026-07-01\|69.35\|-5.77\|73.82\|73.96\|68.00\|943288;2026-07-02\|63.72\|-8.12\|65.75\|67.55\|63.15\|789906;2026-07-03\|61.91\|-2.84\|62.82\|64.68\|61.89\|676937;2026-07-06\|57.98\|-6.35\|62.88\|63.10\|56.86\|845078;2026-07-07\|56.93\|-1.81\|58.00\|59.10\|56.03\|633318;2026-07-08\|54.21\|-4.78\|57.84\|58.19\|53.80\|676670;2026-07-09\|56.90\|4.96\|55.00\|56.90\|52.45\|991713;2026-07-10\|56.87\|0.12\|57.05\|61.27\|56.27\|1562923;2026-07-13\|51.18\|-10.01\|56.10\|56.10\|51.18\|733455
112879	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"	涨停揭秘：公司拟定增20亿元加码AIDC光纤预制棒项目，人形机器人专用高柔韧性线缆已用于优必选并送样智元机器人，切入AI算力与具身智能双赛道；涨停缘由：一季报净利润同比增长110.36%；央视报道光纤价格暴涨650%强化材料端逻辑；2026太空算力大会推动算力基建加速；人形机器人量产在即，线缆需求放量可期；资金逻辑：主力资金连续多日净流入，机构调研密集，大宗交易溢价成交频现，显示产业资本高度认可；风险提示：定增尚未获批，项目落地存在不确定性；人形机器人线缆订单尚未落地，收入贡献滞后；原材料价格波动影响毛利	1、公司一季报净利润同比增长110.36%，拟定增募资不超20亿元加码AIDC光纤预制棒项目； 2、公司为环首都太行山能源信息技术产业基地项目、“全国一体化算力网络”和林格尔数据中心集群绿色能源供给示范项目、阿里巴巴张北云计算数据中心工程等提供高效、节能、安全、环保的创新解决方案； 3、公司人形机器人线缆已应用于优必选产品，并送样智元机器人，采用高柔韧性材料，具备抗弯折和扭转性能	2026-03-03\|13.49\|-7.22\|14.75\|14.75\|13.30\|1098499;2026-03-04\|12.92\|-4.23\|13.03\|13.67\|12.80\|989723;2026-03-05\|13.46\|4.18\|13.36\|13.93\|13.36\|999707;2026-03-06\|13.39\|-0.52\|13.28\|14.03\|13.16\|895955;2026-03-09\|13.45\|0.45\|13.20\|13.55\|12.98\|673980;2026-03-10\|13.76\|2.30\|13.60\|13.84\|13.44\|747003;2026-03-11\|14.56\|5.81\|14.06\|14.84\|13.93\|1202448;2026-03-12\|13.58\|-6.73\|14.37\|14.42\|13.56\|974128;2026-03-13\|13.38\|-1.47\|13.50\|13.80\|13.33\|511142;2026-03-16\|13.30\|-0.60\|13.25\|13.49\|12.50\|651822;2026-03-17\|12.57\|-5.49\|13.45\|13.53\|12.47\|558891;2026-03-18\|12.62\|0.40\|12.48\|12.73\|12.15\|506721;2026-03-19\|12.46\|-1.27\|12.30\|12.83\|12.28\|437430;2026-03-20\|12.62\|1.28\|12.58\|13.18\|12.58\|653877;2026-03-23\|12.10\|-4.12\|12.49\|12.88\|11.94\|596603;2026-03-24\|12.77\|5.54\|12.39\|13.05\|11.95\|791780;2026-03-25\|13.24\|3.68\|13.37\|13.67\|13.06\|735406;2026-03-26\|13.64\|3.02\|13.45\|14.10\|13.25\|1164797;2026-03-27\|14.13\|3.59\|13.34\|14.45\|13.20\|1046780;2026-03-30\|14.33\|1.42\|13.80\|14.38\|13.60\|919182;2026-03-31\|13.48\|-5.93\|14.14\|14.20\|13.31\|830602;2026-04-01\|13.90\|3.12\|13.80\|14.16\|13.65\|635982;2026-04-02\|14.19\|2.09\|14.40\|14.63\|13.55\|965091;2026-04-03\|15.61\|10.01\|14.45\|15.61\|14.20\|1431020;2026-04-07\|14.39\|-7.82\|15.51\|15.64\|14.28\|1509478;2026-04-08\|15.83\|10.01\|14.65\|15.83\|14.63\|1346292;2026-04-09\|15.98\|0.95\|15.64\|16.25\|15.48\|1304652;2026-04-10\|15.60\|-2.38\|16.20\|16.36\|15.58\|1102979;2026-04-13\|15.22\|-2.44\|15.33\|15.58\|15.02\|846584;2026-04-14\|15.10\|-0.79\|15.41\|15.56\|14.93\|881498;2026-04-15\|15.38\|1.85\|15.17\|15.64\|15.05\|855336;2026-04-16\|14.37\|-6.57\|14.70\|14.70\|13.94\|1193724;2026-04-17\|14.70\|2.30\|14.30\|14.84\|14.23\|796114;2026-04-20\|15.51\|5.51\|15.02\|15.79\|14.87\|1165542;2026-04-21\|15.62\|0.71\|15.26\|15.64\|15.21\|652026;2026-04-22\|17.18\|9.99\|15.70\|17.18\|14.97\|2089376;2026-04-23\|16.52\|-3.84\|17.13\|17.23\|16.31\|1351341;2026-04-24\|16.22\|-1.82\|15.95\|17.10\|15.88\|1145634;2026-04-27\|17.24\|6.29\|16.19\|17.63\|15.84\|1239983;2026-04-28\|17.38\|0.81\|17.25\|17.89\|16.68\|1161424;2026-04-29\|17.40\|0.12\|17.37\|17.99\|16.66\|974327;2026-04-30\|16.99\|-2.36\|17.71\|17.75\|16.99\|754471;2026-05-06\|18.24\|7.36\|17.31\|18.66\|17.31\|1118822;2026-05-07\|19.57\|7.29\|18.80\|19.58\|18.51\|1141301;2026-05-08\|18.93\|-3.27\|19.06\|19.39\|18.91\|842125;2026-05-11\|20.82\|9.98\|19.39\|20.82\|19.39\|1235965;2026-05-12\|22.90\|9.99\|21.46\|22.90\|21.31\|671837;2026-05-13\|23.07\|0.74\|23.01\|23.50\|22.44\|1795199;2026-05-14\|21.63\|-6.24\|23.10\|23.45\|21.62\|1145118;2026-05-15\|21.63\|0.00\|21.63\|22.96\|20.70\|1343192;2026-05-18\|21.28\|-1.62\|21.32\|21.68\|20.90\|847740;2026-05-19\|21.50\|1.03\|21.30\|21.80\|20.56\|890449;2026-05-20\|22.15\|3.02\|21.45\|22.40\|20.88\|1059531;2026-05-21\|21.00\|-5.19\|22.59\|23.18\|20.90\|1097302;2026-05-22\|21.18\|0.86\|21.00\|21.72\|20.17\|1107418;2026-05-25\|21.00\|-0.85\|21.14\|21.21\|20.15\|905774;2026-05-26\|20.70\|-1.43\|20.98\|21.21\|19.50\|1065364;2026-05-27\|21.17\|2.27\|20.70\|21.97\|20.70\|973630;2026-05-28\|21.91\|3.50\|20.81\|22.27\|20.72\|1048905;2026-05-29\|24.10\|10.00\|22.37\|24.10\|22.37\|1341107;2026-06-01\|22.98\|-4.65\|24.00\|24.49\|22.98\|1224168;2026-06-02\|25.28\|10.01\|23.19\|25.28\|23.00\|1213752;2026-06-03\|26.90\|6.41\|25.90\|27.81\|25.48\|1907182;2026-06-04\|26.50\|-1.49\|26.50\|27.25\|26.08\|1282680;2026-06-05\|28.51\|7.58\|26.51\|29.15\|26.15\|1752854;2026-06-08\|27.45\|-3.72\|27.25\|29.08\|26.90\|1433405;2026-06-09\|29.62\|7.91\|28.07\|29.97\|27.30\|1343536;2026-06-10\|31.55\|6.52\|28.80\|31.86\|28.22\|1412412;2026-06-11\|29.50\|-6.50\|31.18\|33.55\|28.40\|1940569;2026-06-12\|32.43\|9.93\|29.90\|32.45\|29.00\|2425996;2026-06-15\|32.68\|0.77\|31.06\|33.32\|30.48\|1742590;2026-06-16\|34.00\|4.04\|32.31\|34.86\|32.01\|1598260;2026-06-17\|33.26\|-2.18\|33.30\|33.89\|32.49\|1190760;2026-06-18\|32.86\|-1.20\|33.27\|33.82\|31.59\|1070646;2026-06-22\|36.15\|10.01\|33.95\|36.15\|33.05\|1412153;2026-06-23\|36.08\|-0.19\|37.74\|38.50\|35.58\|1265568;2026-06-24\|37.77\|4.68\|35.73\|38.58\|35.73\|1089208;2026-06-25\|37.31\|-1.22\|38.00\|38.00\|36.22\|1090849;2026-06-26\|34.61\|-7.24\|37.31\|37.59\|33.93\|1176808;2026-06-29\|33.12\|-4.31\|34.26\|34.95\|31.20\|1167695;2026-06-30\|33.47\|1.06\|33.15\|34.10\|32.10\|934254;2026-07-01\|32.22\|-3.73\|34.45\|35.43\|31.60\|1150786;2026-07-02\|29.68\|-7.88\|30.60\|31.65\|29.58\|1047865;2026-07-03\|28.45\|-4.14\|29.60\|30.50\|28.45\|1089715;2026-07-06\|25.61\|-9.98\|28.44\|28.59\|25.61\|1649329;2026-07-07\|24.38\|-4.80\|26.01\|26.15\|23.99\|1054529;2026-07-08\|23.10\|-5.25\|24.80\|25.44\|23.06\|1027278;2026-07-09\|23.09\|-0.04\|23.40\|23.45\|21.40\|1342343;2026-07-10\|22.38\|-3.03\|23.50\|24.73\|22.25\|1220684;2026-07-13\|20.40\|-8.85\|22.05\|22.47\|20.36\|1010883
112878	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\|13.37\|-5.85\|14.06\|14.35\|13.30\|325422
112877	金刚石散热应用爆发	投资GPU公司+培育钻石+家居用品+出口 1、据2025年11月25日互动易，海飞科专注于GPU芯片研发及并行计算软件生态构建，公司对其投资属于战略性布局，对公司经营业绩不构成重大影响。据2026年5月26日异动公告，公司关注到部分媒体报道公司涉及芯片相关概念，经自查，截至公告披露日，公司持有海飞科珠海信息技术有限公司0.8928%股份，持股占比极小，该投资系财务性投资，公司未参与其日常经营管理，不构成控制或重大影响。 2、据2025年1月28日互动易，恒林子公司河南闪耀钻石有限公司经营范围包括珠宝首饰制造、非金属矿物制品制造、有色金属合金制造、金属工具制造等。公司研产销的产品包括培育钻石、大尺寸金刚石单晶片等，其营收占比很低，不构成业绩重大影响。 3、公司专注于办公、软体、板式家居、新材料地板等大家居领域，境外营收占比达92.74%。	跨界布局培育钻石的家居龙头，通过子公司河南闪耀钻石开展业务；产品涵盖培育钻石饰品、大尺寸金刚石单晶片及金刚石单晶刀具，聚焦“家居+珠宝”融合场景，推出适配日常佩戴与家居装饰的定制化产品	2026-03-03\|33.70\|-1.86\|34.30\|34.80\|33.65\|9754;2026-03-04\|32.98\|-2.14\|33.90\|33.97\|32.80\|8928;2026-03-05\|33.13\|0.45\|33.55\|33.66\|33.07\|5465;2026-03-06\|33.46\|1.00\|33.28\|33.69\|32.81\|7158;2026-03-09\|32.80\|-1.97\|33.56\|33.62\|32.41\|9046;2026-03-10\|33.71\|2.77\|33.10\|33.76\|32.92\|6032;2026-03-11\|33.40\|-0.92\|33.75\|33.87\|33.30\|5058;2026-03-12\|33.29\|-0.33\|33.53\|33.88\|33.26\|6874;2026-03-13\|33.10\|-0.57\|33.20\|33.66\|32.93\|6056;2026-03-16\|32.98\|-0.36\|33.15\|33.38\|32.79\|7987;2026-03-17\|32.43\|-1.67\|32.98\|33.28\|32.32\|4931;2026-03-18\|32.52\|0.28\|32.32\|32.63\|31.98\|5846;2026-03-19\|31.77\|-2.31\|32.19\|32.80\|31.63\|6328;2026-03-20\|31.12\|-2.05\|31.77\|31.99\|31.12\|6173;2026-03-23\|28.92\|-7.07\|30.84\|31.03\|28.40\|14141;2026-03-24\|30.24\|4.56\|29.34\|30.30\|29.16\|8928;2026-03-25\|30.31\|0.23\|30.42\|30.48\|30.13\|6673;2026-03-26\|30.19\|-0.40\|30.50\|30.84\|29.96\|6510;2026-03-27\|30.48\|0.96\|30.16\|30.50\|29.79\|6353;2026-03-30\|30.88\|1.31\|30.33\|30.96\|29.89\|10979;2026-03-31\|30.85\|-0.10\|30.99\|31.26\|30.61\|5500;2026-04-01\|31.28\|1.39\|31.06\|31.44\|30.80\|8977;2026-04-02\|30.81\|-1.50\|31.25\|31.26\|30.61\|7812;2026-04-03\|31.77\|3.12\|30.88\|32.84\|30.76\|18900;2026-04-07\|30.11\|-5.23\|31.45\|31.74\|29.81\|19560;2026-04-08\|31.04\|3.09\|30.30\|31.25\|30.29\|11402;2026-04-09\|30.68\|-1.16\|31.33\|31.33\|30.57\|9840;2026-04-10\|31.36\|2.22\|30.72\|31.69\|30.72\|8759;2026-04-13\|30.97\|-1.24\|31.36\|31.36\|30.66\|7219;2026-04-14\|31.09\|0.39\|31.18\|31.38\|30.72\|5732;2026-04-15\|30.91\|-0.58\|31.19\|31.32\|30.78\|5511;2026-04-16\|31.75\|2.72\|30.97\|31.75\|30.90\|7499;2026-04-17\|31.30\|-1.42\|31.75\|31.80\|30.85\|8495;2026-04-20\|31.35\|0.16\|31.30\|31.89\|31.09\|8192;2026-04-21\|31.42\|0.22\|31.18\|31.65\|30.95\|8644;2026-04-22\|31.13\|-0.92\|31.52\|31.52\|30.99\|6748;2026-04-23\|31.68\|1.77\|31.31\|31.85\|30.91\|9007;2026-04-24\|31.32\|-1.14\|31.67\|31.67\|31.01\|10095;2026-04-27\|32.01\|2.20\|31.20\|32.15\|31.12\|9686;2026-04-28\|31.70\|-0.97\|32.24\|32.28\|31.43\|10455;2026-04-29\|32.10\|1.26\|31.50\|32.60\|31.39\|18496;2026-04-30\|30.53\|-4.89\|31.31\|31.43\|29.70\|38765;2026-05-06\|30.13\|-1.31\|30.43\|30.76\|29.96\|27275;2026-05-07\|29.76\|-1.23\|30.07\|30.11\|29.42\|19413;2026-05-08\|30.14\|1.28\|29.76\|30.24\|29.51\|13625;2026-05-11\|29.82\|-1.06\|30.14\|30.14\|29.68\|15411;2026-05-12\|29.29\|-1.78\|29.85\|29.88\|29.10\|9553;2026-05-13\|28.30\|-3.38\|29.28\|29.30\|28.02\|27770;2026-05-14\|27.89\|-1.45\|28.44\|28.51\|27.73\|10320;2026-05-15\|27.53\|-1.29\|27.81\|27.89\|27.41\|13641;2026-05-18\|27.24\|-1.05\|27.52\|27.52\|26.87\|10305;2026-05-19\|27.34\|0.37\|27.31\|27.45\|27.00\|7625;2026-05-20\|26.88\|-1.68\|27.30\|27.30\|26.71\|8417;2026-05-21\|29.57\|10.01\|27.04\|29.57\|26.91\|39689;2026-05-22\|32.53\|10.01\|32.53\|32.53\|32.53\|17971;2026-05-25\|35.78\|9.99\|35.78\|35.78\|35.78\|13699;2026-05-26\|37.47\|4.72\|39.36\|39.36\|37.14\|146881;2026-05-27\|33.72\|-10.01\|34.70\|35.88\|33.72\|47763;2026-05-28\|32.95\|-2.28\|30.77\|34.43\|30.35\|114368;2026-05-29\|31.24\|-5.19\|33.55\|34.58\|30.95\|90008;2026-06-01\|31.39\|0.48\|30.68\|31.81\|29.71\|67567;2026-06-02\|33.70\|7.36\|31.17\|34.53\|31.09\|79019;2026-06-03\|34.09\|1.16\|34.04\|36.06\|32.96\|69789;2026-06-04\|36.41\|6.81\|33.67\|37.50\|33.67\|105977;2026-06-05\|34.68\|-4.75\|35.72\|36.44\|34.30\|76440;2026-06-08\|32.99\|-4.87\|33.21\|34.40\|32.38\|47530;2026-06-09\|33.41\|1.27\|33.00\|33.68\|31.81\|46753;2026-06-10\|36.75\|10.00\|33.31\|36.75\|33.10\|64666;2026-06-11\|36.17\|-1.58\|36.06\|37.40\|35.46\|78462;2026-06-12\|35.44\|-2.02\|36.52\|37.00\|35.24\|47357;2026-06-15\|34.58\|-2.43\|35.86\|35.90\|34.06\|50151;2026-06-16\|33.68\|-2.60\|34.36\|34.77\|33.45\|71740;2026-06-17\|33.64\|-0.12\|33.00\|34.18\|32.40\|65531;2026-06-18\|32.48\|-3.45\|33.43\|34.17\|32.46\|52795;2026-06-22\|35.73\|10.01\|32.70\|35.73\|32.68\|77183;2026-06-23\|35.55\|-0.50\|36.02\|36.79\|34.93\|87043;2026-06-24\|33.91\|-4.61\|35.10\|35.30\|33.19\|65375;2026-06-25\|37.30\|10.00\|35.00\|37.30\|35.00\|43700;2026-06-26\|40.06\|7.40\|38.39\|41.03\|37.28\|142498;2026-06-29\|39.30\|-1.90\|38.50\|40.18\|37.98\|82175;2026-06-30\|40.00\|1.78\|38.61\|40.93\|38.16\|78255;2026-07-01\|41.40\|3.50\|40.00\|43.20\|39.50\|80511;2026-07-02\|39.68\|-4.15\|40.00\|41.85\|39.60\|60947;2026-07-03\|39.80\|0.30\|39.80\|39.88\|37.68\|80925;2026-07-06\|36.88\|-7.34\|40.36\|40.82\|36.81\|58005;2026-07-07\|38.79\|5.18\|36.98\|39.95\|36.08\|52643;2026-07-08\|42.67\|10.00\|38.77\|42.67\|38.38\|124047;2026-07-09\|40.30\|-5.55\|41.25\|41.97\|39.18\|103475;2026-07-10\|38.10\|-5.46\|40.16\|40.16\|37.77\|64033;2026-07-13\|34.67\|-9.00\|37.34\|37.75\|34.29\|64271
112876	2026年电影票房已超145亿元；《给阿嬷的情书》爆火	影视IP+文旅小镇+演出经济行业原因： 1、据财闻4月20日报道，今年五一假期，电影市场迎来多部新作。截至目前已有《浴血困牛山》《寒战1994》《10间敢死队》《森中有林》等18部影片定档五一。 2、据中金公司4月12日研报，档期催化临近，板块随市场迎来修复，关注底部布局机会。公司原因： 1、据2025年8月2日半年度报告，公司筹备开发密云东方山水国际电影文旅小镇项目，依托影视文化品牌及流量优势，延伸开发IP衍生商品、影视文化产业园、主题文旅小镇，形成“影视+文旅”IP变现闭环。 2、据2025年8月2日半年度报告，公司具备影视文化全产业链优势，业务涵盖电影、电视剧网剧、艺人经纪、文化旅游，并延伸开发IP衍生商品、影视文化产业园、主题文旅小镇。 3、据2025年年报，公司2025年营业收入3.32亿元，储备《封神第三部》等影视项目，持续布局影视IP及文旅融合业务。	公司主营业务为影视文化业务，2026 年计划推出《封神第三部》《欢迎来龙餐馆》《火星计划》《年会不能停 2》等项目	2026-03-03\|4.16\|-3.03\|4.29\|4.31\|4.16\|198803;2026-03-04\|4.15\|-0.24\|4.11\|4.17\|4.09\|134923;2026-03-05\|4.20\|1.20\|4.20\|4.23\|4.16\|107773;2026-03-06\|4.25\|1.19\|4.18\|4.26\|4.15\|96747;2026-03-09\|4.21\|-0.94\|4.23\|4.24\|4.15\|98151;2026-03-10\|4.24\|0.71\|4.24\|4.25\|4.21\|84023;2026-03-11\|4.21\|-0.71\|4.23\|4.24\|4.19\|94253;2026-03-12\|4.17\|-0.95\|4.20\|4.23\|4.15\|105842;2026-03-13\|4.16\|-0.24\|4.17\|4.19\|4.15\|104485;2026-03-16\|4.16\|0.00\|4.17\|4.17\|4.13\|80276;2026-03-17\|4.14\|-0.48\|4.16\|4.21\|4.13\|116612;2026-03-18\|4.11\|-0.72\|4.14\|4.16\|4.05\|133313;2026-03-19\|4.01\|-2.43\|4.07\|4.09\|4.01\|114913;2026-03-20\|3.93\|-2.00\|4.02\|4.04\|3.93\|117018;2026-03-23\|3.80\|-3.31\|3.87\|3.89\|3.78\|139367;2026-03-24\|3.90\|2.63\|3.85\|3.90\|3.77\|112236;2026-03-25\|3.98\|2.05\|3.90\|3.99\|3.89\|82907;2026-03-26\|3.95\|-0.75\|3.97\|4.03\|3.92\|88353;2026-03-27\|4.02\|1.77\|3.91\|4.02\|3.90\|79955;2026-03-30\|4.01\|-0.25\|3.98\|4.04\|3.97\|66543;2026-03-31\|3.94\|-1.75\|4.00\|4.08\|3.94\|95278;2026-04-01\|3.98\|1.02\|4.02\|4.03\|3.94\|100504;2026-04-02\|3.88\|-2.51\|3.96\|3.97\|3.86\|87689;2026-04-03\|3.78\|-2.58\|3.91\|3.91\|3.76\|89702;2026-04-07\|3.88\|2.65\|3.79\|3.88\|3.76\|84524;2026-04-08\|3.98\|2.58\|3.91\|3.98\|3.91\|88892;2026-04-09\|3.90\|-2.01\|3.95\|3.98\|3.89\|77445;2026-04-10\|3.94\|1.03\|3.93\|3.98\|3.92\|84189;2026-04-13\|3.90\|-1.02\|3.94\|3.94\|3.88\|79347;2026-04-14\|3.92\|0.51\|3.93\|3.94\|3.86\|82618;2026-04-15\|3.85\|-1.79\|3.92\|3.92\|3.84\|76392;2026-04-16\|3.95\|2.60\|3.88\|3.97\|3.87\|124848;2026-04-17\|3.96\|0.25\|3.93\|4.00\|3.89\|120160;2026-04-20\|4.05\|2.27\|3.98\|4.13\|3.97\|142718;2026-04-21\|4.46\|10.12\|4.35\|4.46\|4.35\|329329;2026-04-22\|4.24\|-4.93\|4.53\|4.70\|4.15\|755868;2026-04-23\|4.14\|-2.36\|4.17\|4.24\|4.08\|307419;2026-04-24\|4.08\|-1.45\|4.08\|4.11\|4.00\|254675;2026-04-27\|4.30\|5.39\|4.09\|4.30\|4.09\|380676;2026-04-28\|4.30\|0.00\|4.21\|4.35\|4.21\|272739;2026-04-29\|4.29\|-0.23\|4.32\|4.38\|4.26\|223420;2026-04-30\|4.31\|0.47\|4.28\|4.33\|4.25\|177294;2026-05-06\|4.74\|9.98\|4.31\|4.74\|4.29\|934706;2026-05-07\|4.85\|2.32\|4.91\|5.06\|4.81\|1019264;2026-05-08\|4.90\|1.03\|4.95\|5.14\|4.83\|661164;2026-05-11\|4.93\|0.61\|4.82\|5.03\|4.82\|473264;2026-05-12\|4.89\|-0.81\|4.96\|5.10\|4.82\|317417;2026-05-13\|5.28\|7.98\|4.92\|5.38\|4.89\|1096409;2026-05-14\|5.02\|-4.92\|5.22\|5.30\|5.01\|586349;2026-05-15\|5.16\|2.79\|5.00\|5.23\|5.00\|404414;2026-05-18\|5.24\|1.55\|5.30\|5.31\|5.02\|369665;2026-05-19\|5.19\|-0.95\|5.26\|5.50\|5.14\|447347;2026-05-20\|5.16\|-0.58\|5.15\|5.32\|5.09\|449044;2026-05-21\|5.00\|-3.10\|5.29\|5.48\|4.92\|621557;2026-05-22\|4.97\|-0.60\|5.05\|5.09\|4.90\|314505;2026-05-25\|5.07\|2.01\|4.99\|5.21\|4.96\|392024;2026-05-26\|5.06\|-0.20\|5.04\|5.17\|4.96\|270424;2026-05-27\|5.09\|0.59\|5.10\|5.18\|5.00\|348720;2026-05-28\|5.09\|0.00\|5.10\|5.25\|5.01\|302193;2026-05-29\|5.07\|-0.39\|5.10\|5.14\|4.99\|413499;2026-06-01\|5.17\|1.97\|5.08\|5.34\|5.05\|510533;2026-06-02\|5.30\|2.51\|5.18\|5.32\|5.03\|479576;2026-06-03\|4.93\|-6.98\|5.01\|5.10\|4.77\|753070;2026-06-04\|4.82\|-2.23\|4.82\|5.42\|4.59\|1207298;2026-06-05\|4.87\|1.04\|4.88\|4.92\|4.64\|774375;2026-06-08\|4.58\|-5.95\|4.80\|5.00\|4.52\|513818;2026-06-09\|4.73\|3.28\|4.70\|4.93\|4.59\|604823;2026-06-10\|4.83\|2.11\|4.70\|4.94\|4.61\|535932;2026-06-11\|4.35\|-9.94\|4.85\|4.95\|4.35\|616525;2026-06-12\|4.45\|2.30\|4.35\|4.65\|4.22\|605946;2026-06-15\|4.42\|-0.67\|4.31\|4.63\|4.31\|418214;2026-06-16\|4.13\|-6.56\|4.41\|4.41\|4.03\|530078;2026-06-17\|4.03\|-2.42\|4.08\|4.12\|3.98\|381973;2026-06-18\|4.11\|1.99\|4.03\|4.14\|3.90\|348879;2026-06-22\|4.02\|-2.19\|4.05\|4.09\|3.89\|342493;2026-06-23\|4.01\|-0.25\|3.97\|4.11\|3.95\|332174;2026-06-24\|3.71\|-7.48\|3.99\|4.01\|3.67\|432387;2026-06-25\|3.70\|-0.27\|3.68\|3.77\|3.61\|279563;2026-06-26\|3.51\|-5.14\|3.67\|3.68\|3.45\|399603;2026-06-29\|3.48\|-0.85\|3.44\|3.55\|3.39\|267880;2026-06-30\|3.48\|0.00\|3.52\|3.68\|3.43\|294146;2026-07-01\|3.67\|5.46\|3.46\|3.70\|3.41\|392308;2026-07-02\|3.65\|-0.55\|3.65\|3.80\|3.64\|332388;2026-07-03\|3.61\|-1.10\|3.66\|3.70\|3.53\|242226;2026-07-06\|3.61\|0.00\|3.58\|3.67\|3.55\|223167;2026-07-07\|3.64\|0.83\|3.58\|3.69\|3.51\|267880;2026-07-08\|3.59\|-1.37\|3.59\|3.63\|3.53\|207279;2026-07-09\|3.74\|4.18\|3.59\|3.76\|3.53\|360992;2026-07-10\|3.82\|2.14\|3.73\|3.99\|3.70\|512217;2026-07-13\|3.45\|-9.69\|3.80\|3.86\|3.44\|481933
112875		水产饲料+超级鱼粉涨价+国企改革 1、据2026年5月12日业绩说明会，当前超级鱼粉价格攀升至19500元/吨创历史新高，公司控股子公司日昇海洋在非洲毛里塔尼亚加工生产鱼粉，将直接利好公司鱼粉产品销售，有助于提升产品盈利空间与整体经营业绩。 2、据2026年6月9日互动易，近期鱼粉价格持续走高，公司远洋捕捞及相关水产品加工业务将受益于鱼粉涨价行情，产品盈利空间有望提升。 3、据2025年年报，公司以水产品加工、饲料及饲料原料为业务双核心，在广东、广西、海南等罗非鱼主产区完成业务布局，具备产业链协同优势；公司实控人为青岛市人民政府国有资产监督管理委员会。	公司为全球加工规模最大、国内领先的罗非鱼食品综合提供商	2026-03-03\|7.46\|-1.97\|7.61\|7.79\|7.42\|128233;2026-03-04\|7.32\|-1.88\|7.42\|7.51\|7.27\|98141;2026-03-05\|7.36\|0.55\|7.43\|7.64\|7.32\|79756;2026-03-06\|7.76\|5.43\|7.36\|7.76\|7.33\|107827;2026-03-09\|7.66\|-1.29\|7.74\|7.79\|7.53\|92615;2026-03-10\|7.83\|2.22\|7.73\|7.85\|7.67\|63701;2026-03-11\|7.75\|-1.02\|7.82\|7.84\|7.70\|64460;2026-03-12\|7.56\|-2.45\|7.75\|7.75\|7.53\|68531;2026-03-13\|7.53\|-0.40\|7.55\|7.68\|7.48\|60492;2026-03-16\|7.72\|2.52\|7.60\|7.88\|7.60\|103451;2026-03-17\|7.43\|-3.76\|7.70\|7.78\|7.42\|81775;2026-03-18\|7.48\|0.67\|7.44\|7.51\|7.35\|66584;2026-03-19\|7.18\|-4.01\|7.45\|7.49\|7.15\|78539;2026-03-20\|6.88\|-4.18\|7.24\|7.27\|6.85\|96597;2026-03-23\|6.29\|-8.58\|6.71\|6.75\|6.20\|173837;2026-03-24\|6.67\|6.04\|6.40\|6.69\|6.27\|134119;2026-03-25\|6.85\|2.70\|6.74\|6.91\|6.68\|105500;2026-03-26\|6.77\|-1.17\|6.91\|7.01\|6.70\|99648;2026-03-27\|6.95\|2.66\|6.71\|6.96\|6.66\|70234;2026-03-30\|7.06\|1.58\|6.86\|7.07\|6.82\|67153;2026-03-31\|6.91\|-2.12\|7.05\|7.14\|6.88\|67660;2026-04-01\|6.99\|1.16\|7.09\|7.09\|6.90\|61101;2026-04-02\|6.87\|-1.72\|6.99\|7.05\|6.80\|54309;2026-04-03\|6.58\|-4.22\|6.96\|6.96\|6.55\|78854;2026-04-07\|6.82\|3.65\|6.60\|6.86\|6.57\|85112;2026-04-08\|7.02\|2.93\|6.99\|7.05\|6.92\|73949;2026-04-09\|6.85\|-2.42\|7.02\|7.13\|6.81\|79686;2026-04-10\|6.87\|0.29\|6.84\|6.96\|6.83\|64546;2026-04-13\|6.91\|0.58\|6.87\|6.95\|6.75\|74507;2026-04-14\|6.85\|-0.87\|6.95\|7.00\|6.77\|66743;2026-04-15\|6.77\|-1.17\|6.88\|6.93\|6.75\|64357;2026-04-16\|6.92\|2.22\|6.79\|6.96\|6.70\|64566;2026-04-17\|6.86\|-0.87\|6.92\|6.94\|6.82\|50370;2026-04-20\|6.91\|0.73\|6.96\|6.97\|6.78\|58291;2026-04-21\|6.87\|-0.58\|6.86\|6.94\|6.82\|57245;2026-04-22\|6.82\|-0.73\|6.89\|6.93\|6.79\|71346;2026-04-23\|6.74\|-1.17\|6.80\|6.81\|6.64\|81554;2026-04-24\|6.80\|0.89\|6.73\|6.84\|6.67\|58393;2026-04-27\|6.95\|2.21\|6.80\|6.97\|6.69\|74501;2026-04-28\|6.65\|-4.32\|6.60\|6.71\|6.43\|216285;2026-04-29\|6.74\|1.35\|6.62\|6.78\|6.53\|187576;2026-04-30\|6.82\|1.19\|6.71\|6.85\|6.70\|131904;2026-05-06\|6.85\|0.44\|6.87\|6.93\|6.80\|126657;2026-05-07\|6.83\|-0.29\|6.85\|6.94\|6.83\|85511;2026-05-08\|6.87\|0.59\|6.83\|6.90\|6.81\|83158;2026-05-11\|6.84\|-0.44\|6.89\|6.93\|6.79\|77115;2026-05-12\|6.64\|-2.92\|6.82\|6.91\|6.64\|84406;2026-05-13\|6.57\|-1.05\|6.71\|6.71\|6.48\|86675;2026-05-14\|6.52\|-0.76\|6.55\|6.63\|6.48\|84475;2026-05-15\|6.54\|0.31\|6.55\|6.60\|6.45\|73696;2026-05-18\|6.61\|1.07\|6.51\|6.63\|6.43\|83380;2026-05-19\|6.62\|0.15\|6.61\|6.73\|6.51\|68206;2026-05-20\|6.46\|-2.42\|6.59\|6.64\|6.40\|61654;2026-05-21\|6.24\|-3.41\|6.50\|6.58\|6.21\|75726;2026-05-22\|6.43\|3.04\|6.34\|6.46\|6.17\|86060;2026-05-25\|6.32\|-1.71\|6.43\|6.54\|6.23\|57838;2026-05-26\|6.13\|-3.01\|6.32\|6.35\|6.09\|84598;2026-05-27\|6.01\|-1.96\|6.15\|6.15\|5.87\|91771;2026-05-28\|6.03\|0.33\|6.00\|6.10\|5.84\|61371;2026-05-29\|5.88\|-2.49\|6.00\|6.09\|5.86\|57572;2026-06-01\|6.13\|4.25\|5.85\|6.15\|5.81\|73093;2026-06-02\|5.86\|-4.40\|6.12\|6.17\|5.83\|90352;2026-06-03\|5.72\|-2.39\|5.85\|5.92\|5.67\|76289;2026-06-04\|5.95\|4.02\|6.10\|6.29\|5.81\|396359;2026-06-05\|5.80\|-2.52\|5.84\|5.94\|5.60\|344274;2026-06-08\|5.58\|-3.79\|5.80\|5.91\|5.48\|176519;2026-06-09\|5.53\|0.00\|5.63\|5.65\|5.47\|110426;2026-06-10\|5.51\|-0.36\|5.47\|5.58\|5.42\|100372;2026-06-11\|5.41\|-1.81\|5.49\|5.55\|5.34\|85853;2026-06-12\|5.52\|2.03\|5.47\|5.52\|5.33\|91188;2026-06-15\|5.40\|-2.17\|5.52\|5.73\|5.36\|113429;2026-06-16\|5.80\|7.41\|5.37\|5.94\|5.23\|291198;2026-06-17\|5.51\|-5.00\|5.70\|5.87\|5.36\|251021;2026-06-18\|5.33\|-3.27\|5.48\|5.50\|5.23\|143769;2026-06-22\|5.37\|0.75\|5.28\|5.40\|5.13\|104331;2026-06-23\|5.49\|2.23\|5.37\|5.60\|5.29\|107144;2026-06-24\|5.17\|-5.83\|5.50\|5.51\|5.12\|138793;2026-06-25\|5.07\|-1.93\|5.12\|5.17\|4.98\|94930;2026-06-26\|5.03\|-0.79\|5.06\|5.14\|4.94\|68681;2026-06-29\|5.01\|-0.40\|5.01\|5.07\|4.83\|78140;2026-06-30\|4.97\|-0.80\|5.01\|5.11\|4.92\|77043;2026-07-01\|5.13\|3.22\|4.95\|5.20\|4.95\|104362;2026-07-02\|5.64\|9.94\|5.14\|5.64\|5.12\|337408;2026-07-03\|5.36\|-4.96\|5.57\|5.78\|5.33\|347467;2026-07-06\|5.34\|-0.37\|5.45\|5.58\|5.32\|165501;2026-07-07\|5.25\|-1.69\|5.38\|5.45\|5.21\|163943;2026-07-08\|5.19\|-1.14\|5.30\|5.33\|5.14\|95377;2026-07-09\|5.19\|0.00\|5.18\|5.33\|5.09\|111508;2026-07-10\|5.38\|3.66\|5.17\|5.47\|5.08\|141556;2026-07-13\|5.18\|-3.72\|5.35\|5.37\|5.18\|96816
112874		电子布+定增转型+固态电池+车规胶膜行业原因：中信期货指出，当前供需仍然紧平衡。需求端车储同增，5月国内新能源车批发销量明显增长，零售也有明显修复。储能出货量继续强劲，预计6-7月排产继续环增，需求整体向好。供应端矿石进口面临较大的减量，冶炼端继续增长，同时市场也在提前反映7月矿石进口恢复的预期。公司原因： 1、据2026年6月4日公告，公司拟向特定对象发行股票募资不超9.27亿元，用于年产2000吨电子级玻璃纤维布建设项目等，切入电子级玻璃纤维布领域，向产业链价值更高领域进军。 2、据2025年年度报告，公司产品包括固态电池包裹保护膜，可为方形、圆形、刀片电池提供绝缘和包裹用高性能保护膜。 3、据2025年年度报告，公司车规级胶膜新材料直接和间接与比亚迪、吉利、长城等主流新能源品牌批量化供货，产品终端配套极氪、王朝、海洋、腾势等多款热门车型。	公司拟定增募资不超9.27亿元投向电子级玻纤布等项目	2026-03-03\|21.47\|-0.14\|21.39\|21.70\|20.77\|70985;2026-03-04\|21.01\|-2.14\|21.17\|21.76\|20.61\|74024;2026-03-05\|20.75\|-1.24\|21.45\|21.46\|20.60\|47051;2026-03-06\|22.15\|6.75\|20.73\|22.83\|20.62\|152420;2026-03-09\|21.88\|-1.22\|22.28\|22.28\|21.20\|91905;2026-03-10\|21.80\|-0.37\|21.88\|22.28\|21.68\|64064;2026-03-11\|21.52\|-1.28\|21.81\|21.81\|21.34\|91509;2026-03-12\|21.58\|0.28\|21.00\|21.60\|20.81\|125606;2026-03-13\|19.42\|-10.01\|20.90\|21.09\|19.42\|176510;2026-03-16\|18.35\|-5.51\|18.39\|18.77\|18.13\|133719;2026-03-17\|17.90\|-2.45\|18.15\|18.61\|17.87\|78617;2026-03-18\|17.97\|0.39\|17.94\|18.00\|17.68\|43562;2026-03-19\|17.26\|-3.95\|17.76\|17.88\|17.20\|65541;2026-03-20\|17.17\|-0.52\|17.30\|17.50\|17.08\|48067;2026-03-23\|16.49\|-3.96\|16.91\|17.13\|16.46\|53541;2026-03-24\|16.82\|2.00\|16.92\|16.99\|16.42\|79741;2026-03-25\|17.14\|1.90\|16.82\|17.20\|16.81\|71077;2026-03-26\|16.66\|-2.80\|17.21\|17.28\|16.57\|67567;2026-03-27\|17.20\|3.24\|16.51\|17.25\|16.51\|99467;2026-03-30\|17.69\|2.85\|17.02\|17.73\|16.92\|88905;2026-03-31\|17.46\|-1.30\|17.63\|17.78\|17.30\|66960;2026-04-01\|17.61\|0.86\|17.62\|17.78\|17.32\|73436;2026-04-02\|16.97\|-3.63\|17.46\|17.62\|16.94\|57987;2026-04-03\|16.82\|-0.88\|17.00\|17.14\|16.68\|47966;2026-04-07\|17.04\|1.31\|16.75\|17.29\|16.75\|65414;2026-04-08\|17.52\|2.82\|17.25\|17.72\|17.24\|84472;2026-04-09\|17.41\|-0.63\|17.50\|17.53\|17.24\|52006;2026-04-10\|17.59\|1.03\|17.50\|17.66\|17.42\|71468;2026-04-13\|17.99\|2.27\|17.55\|18.09\|17.45\|92870;2026-04-14\|18.13\|0.78\|18.02\|18.43\|17.93\|67754;2026-04-15\|18.14\|0.06\|18.31\|18.42\|18.08\|68515;2026-04-16\|18.12\|-0.11\|18.14\|18.26\|17.96\|67007;2026-04-17\|18.05\|-0.39\|18.12\|18.42\|17.98\|52831;2026-04-20\|18.24\|1.05\|18.00\|18.34\|17.91\|57141;2026-04-21\|17.88\|-1.97\|18.24\|18.26\|17.79\|51271;2026-04-22\|17.90\|0.11\|17.81\|17.94\|17.72\|37048;2026-04-23\|17.43\|-2.63\|17.84\|17.90\|17.31\|43912;2026-04-24\|17.39\|-0.23\|17.40\|17.55\|17.11\|42296;2026-04-27\|17.40\|0.06\|17.25\|17.49\|17.04\|37024;2026-04-28\|18.09\|3.97\|17.44\|18.49\|17.27\|151048;2026-04-29\|18.14\|0.28\|18.09\|18.41\|17.61\|99446;2026-04-30\|18.15\|0.06\|18.10\|18.34\|18.03\|61473;2026-05-06\|18.39\|1.32\|18.21\|18.48\|18.15\|82961;2026-05-07\|18.60\|1.14\|18.39\|18.75\|18.08\|93691;2026-05-08\|19.59\|5.32\|18.52\|19.93\|18.40\|147882;2026-05-11\|20.50\|4.65\|19.72\|20.91\|19.59\|160051;2026-05-12\|20.65\|0.73\|20.30\|20.78\|20.30\|93884;2026-05-13\|20.89\|1.16\|20.66\|20.99\|20.44\|84757;2026-05-14\|21.07\|0.86\|20.89\|21.66\|20.71\|118741;2026-05-15\|20.68\|-1.85\|20.91\|21.30\|20.58\|116257;2026-05-18\|20.42\|-1.26\|20.58\|20.77\|20.09\|108002;2026-05-19\|20.87\|2.20\|20.39\|20.97\|20.22\|73015;2026-05-20\|21.60\|3.50\|20.87\|22.05\|20.87\|113161;2026-05-21\|21.69\|0.42\|21.57\|22.10\|21.42\|111713;2026-05-22\|22.11\|1.94\|22.00\|22.80\|21.72\|125607;2026-05-25\|22.10\|-0.05\|21.97\|22.79\|21.76\|95815;2026-05-26\|22.47\|1.67\|21.89\|22.56\|21.65\|96717;2026-05-27\|22.90\|1.91\|22.60\|23.45\|22.30\|154324;2026-05-28\|24.00\|4.80\|23.00\|25.19\|22.65\|300927;2026-05-29\|25.50\|6.25\|24.00\|25.53\|23.41\|275531;2026-06-01\|24.44\|-4.16\|25.25\|25.98\|24.00\|252619;2026-06-02\|24.93\|2.00\|24.93\|25.15\|23.88\|141633;2026-06-03\|26.11\|4.73\|24.76\|26.48\|23.88\|217430;2026-06-04\|26.60\|1.88\|28.72\|28.72\|25.79\|547474;2026-06-05\|23.94\|-10.00\|25.08\|25.48\|23.94\|142556;2026-06-08\|22.20\|-7.27\|21.55\|23.04\|21.55\|304520;2026-06-09\|22.85\|2.93\|22.70\|23.88\|22.48\|247616;2026-06-10\|22.22\|-2.76\|22.89\|22.89\|21.78\|147932;2026-06-11\|23.40\|5.31\|21.80\|23.68\|21.80\|179451;2026-06-12\|24.90\|6.41\|23.70\|25.74\|23.69\|236639;2026-06-15\|27.39\|10.00\|25.10\|27.39\|24.51\|308279;2026-06-16\|26.93\|-1.68\|27.12\|28.73\|26.35\|430702;2026-06-17\|26.20\|-2.71\|25.77\|26.94\|25.18\|331070;2026-06-18\|24.84\|-5.19\|25.94\|25.98\|23.58\|322816;2026-06-22\|24.10\|-2.98\|25.24\|25.25\|23.56\|171326;2026-06-23\|24.06\|-0.17\|24.02\|24.68\|23.43\|140649;2026-06-24\|24.83\|3.20\|23.70\|25.15\|23.53\|189293;2026-06-25\|23.60\|-4.95\|24.85\|25.36\|23.50\|204629;2026-06-26\|22.89\|-3.01\|23.51\|23.53\|22.25\|183170;2026-06-29\|22.32\|-2.49\|22.88\|23.10\|21.68\|125858;2026-06-30\|22.85\|2.37\|22.26\|22.89\|21.60\|118273;2026-07-01\|22.34\|-2.23\|22.88\|23.78\|22.27\|113339;2026-07-02\|22.42\|0.36\|21.83\|23.36\|21.78\|119492;2026-07-03\|21.62\|-3.57\|22.40\|22.42\|21.56\|102535;2026-07-06\|20.64\|-4.53\|21.58\|21.93\|20.58\|114608;2026-07-07\|21.16\|2.52\|20.54\|22.08\|20.24\|118595;2026-07-08\|19.42\|-8.22\|21.05\|21.15\|19.38\|99407;2026-07-09\|19.38\|-0.21\|19.30\|19.76\|18.40\|100593;2026-07-10\|19.28\|0.00\|19.30\|20.30\|19.25\|81786;2026-07-13\|18.70\|-3.01\|19.31\|19.86\|18.60\|79099
112873	分析称MicroLED与CPO架构互补性强	CPO+光芯片+碳化硅+化合物半导体行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年6月17日互动易，公司应用于400G、800G光模块的光芯片已批量出货，应用于1.6T光模块的光芯片已向客户送样验证；针对CPO技术应用场景，公司可提供CW光源、EML、Micro LED等光芯片产品，可满足CPO技术在高速光互连、数据中心等核心领域的应用需求。 2、据2026年6月17日互动易，公司12吋碳化硅衬底已向客户送样验证；据2026年4月25日年报，湖南三安是国内为数不多的碳化硅全链垂直整合制造服务平台，产品广泛应用于新能源汽车、光伏储能、AI数据中心服务器等领域。 3、据2026年4月25日年报，公司是国内化合物半导体领域产销规模居首的龙头企业，掌握的核心技术与研发能力已达到国际先进水平，系“高能效氮化物长波长发光材料”及“集成电路宽禁带半导体方向”领域的“双链主”单位。	首批稳定量产Mini/Micro LED芯片制造商之一；公司可提供用于光模块的激光器、探测器产品，目前高速产品已实现批量出货	2026-03-03\|14.70\|-9.59\|16.26\|16.44\|14.65\|2107863;2026-03-04\|14.66\|-0.27\|14.50\|15.02\|14.38\|837022;2026-03-05\|16.13\|10.03\|15.98\|16.13\|15.97\|794490;2026-03-06\|16.97\|5.21\|17.08\|17.30\|16.33\|4818498;2026-03-09\|16.38\|-3.48\|16.32\|16.55\|15.71\|2627945;2026-03-10\|16.11\|-1.65\|16.50\|16.50\|15.90\|1903158;2026-03-11\|17.04\|5.77\|16.15\|17.42\|16.05\|3272110;2026-03-12\|18.74\|9.98\|17.05\|18.74\|17.00\|4354188;2026-03-13\|18.14\|-3.20\|18.39\|18.77\|18.08\|3405816;2026-03-16\|17.80\|-1.87\|17.98\|18.16\|17.50\|2023531;2026-03-17\|16.56\|-6.97\|18.17\|18.20\|16.50\|2839752;2026-03-18\|16.87\|1.87\|16.62\|17.07\|16.48\|1852911;2026-03-19\|16.60\|-1.60\|16.41\|16.98\|16.10\|1598944;2026-03-20\|16.54\|-0.36\|16.88\|17.66\|16.54\|2347441;2026-03-23\|14.89\|-9.98\|14.89\|14.89\|14.89\|292517;2026-03-24\|13.85\|-6.98\|14.00\|14.29\|13.40\|4686111;2026-03-25\|13.96\|0.79\|13.63\|14.31\|13.62\|3251098;2026-03-26\|12.91\|-7.52\|13.95\|14.01\|12.84\|3186366;2026-03-27\|12.56\|-2.71\|12.51\|12.72\|12.16\|2259859;2026-03-30\|12.17\|-3.11\|11.93\|12.30\|11.45\|2974186;2026-03-31\|11.67\|-4.11\|12.17\|12.28\|11.63\|1947158;2026-04-01\|11.85\|1.54\|11.89\|12.02\|11.71\|1495764;2026-04-02\|11.40\|-3.80\|11.81\|11.97\|11.33\|1462947;2026-04-03\|11.65\|2.19\|11.50\|12.08\|11.43\|2284225;2026-04-07\|12.02\|3.18\|11.73\|12.34\|11.72\|2047676;2026-04-08\|12.41\|3.24\|12.30\|12.42\|12.05\|2212431;2026-04-09\|11.84\|-4.59\|11.70\|12.07\|11.35\|3242583;2026-04-10\|11.94\|0.84\|11.85\|12.25\|11.71\|2858592;2026-04-13\|12.45\|4.27\|11.90\|12.59\|11.85\|3005111;2026-04-14\|12.22\|-1.85\|12.30\|12.59\|12.10\|2563599;2026-04-15\|12.14\|-0.65\|12.36\|12.47\|12.08\|1970308;2026-04-16\|12.13\|-0.08\|12.09\|12.14\|11.90\|1464875;2026-04-17\|13.34\|9.98\|12.13\|13.34\|12.09\|4289269;2026-04-20\|13.65\|2.32\|13.50\|13.92\|13.34\|4371502;2026-04-21\|13.58\|-0.51\|13.64\|14.11\|13.36\|2723476;2026-04-22\|14.94\|10.01\|13.59\|14.94\|13.59\|2138560;2026-04-23\|15.51\|3.82\|15.90\|16.06\|15.19\|5422642;2026-04-24\|15.11\|-2.58\|15.35\|15.94\|15.00\|3553455;2026-04-27\|14.73\|-2.51\|14.98\|15.46\|14.54\|2994202;2026-04-28\|13.99\|-5.02\|14.52\|14.68\|13.92\|2373756;2026-04-29\|13.94\|-0.36\|13.80\|14.27\|13.79\|1762558;2026-04-30\|13.67\|-1.94\|13.97\|14.05\|13.58\|1630497;2026-05-06\|14.68\|7.39\|14.06\|15.04\|14.06\|3291835;2026-05-07\|15.14\|3.13\|14.68\|15.25\|14.61\|3020065;2026-05-08\|15.28\|0.92\|14.95\|15.45\|14.77\|2455606;2026-05-11\|16.04\|4.97\|15.62\|16.33\|15.60\|3697353;2026-05-12\|16.72\|4.24\|16.11\|17.00\|15.95\|4031943;2026-05-13\|16.84\|0.72\|16.39\|17.15\|16.18\|3415873;2026-05-14\|17.45\|3.62\|16.96\|18.04\|16.95\|4232864;2026-05-15\|16.16\|-7.39\|17.69\|17.88\|15.90\|4659033;2026-05-18\|16.18\|0.12\|15.69\|16.75\|15.69\|2832619;2026-05-19\|16.85\|4.14\|16.10\|16.98\|15.64\|3144009;2026-05-20\|16.75\|-0.59\|16.60\|17.08\|16.39\|2592493;2026-05-21\|15.70\|-6.27\|17.30\|17.47\|15.65\|3243008;2026-05-22\|16.20\|3.18\|15.99\|16.35\|15.75\|2035898;2026-05-25\|16.13\|-0.43\|16.25\|16.53\|15.75\|2206954;2026-05-26\|15.85\|-1.74\|16.05\|16.16\|15.60\|2090676;2026-05-27\|16.61\|4.79\|15.95\|17.42\|15.89\|4345938;2026-05-28\|16.85\|1.44\|16.30\|17.05\|16.11\|2809017;2026-05-29\|15.64\|-7.18\|17.00\|17.17\|15.50\|3585497;2026-06-01\|15.16\|-3.07\|15.64\|15.96\|15.09\|2118760;2026-06-02\|15.16\|0.00\|15.20\|15.47\|14.59\|2002947;2026-06-03\|15.51\|2.31\|15.43\|16.58\|15.25\|3245769;2026-06-04\|17.06\|9.99\|15.47\|17.06\|15.41\|2746189;2026-06-05\|16.91\|-0.88\|17.06\|17.60\|16.68\|4611966;2026-06-08\|16.45\|-2.72\|16.11\|17.50\|16.11\|3235138;2026-06-09\|17.30\|5.17\|16.88\|17.31\|16.05\|3511109;2026-06-10\|15.57\|-10.00\|16.78\|16.84\|15.57\|3839648;2026-06-11\|15.26\|-1.99\|15.02\|15.59\|14.78\|2154369;2026-06-12\|13.92\|-8.78\|14.48\|15.18\|13.89\|4319917;2026-06-15\|15.31\|9.99\|13.97\|15.31\|13.97\|3189355;2026-06-16\|16.84\|9.99\|15.70\|16.84\|15.56\|4668854;2026-06-17\|17.16\|1.90\|16.96\|17.43\|16.79\|3531051;2026-06-18\|17.54\|2.21\|17.71\|18.00\|17.26\|3017996;2026-06-22\|19.29\|9.98\|18.91\|19.29\|18.68\|3728794;2026-06-23\|19.83\|2.80\|19.50\|20.52\|19.03\|5559688;2026-06-24\|21.81\|9.98\|19.30\|21.81\|19.30\|2303851;2026-06-25\|21.67\|-0.64\|22.35\|22.88\|21.09\|6869531;2026-06-26\|21.73\|0.28\|21.55\|23.18\|21.41\|5432212;2026-06-29\|21.06\|-3.08\|22.40\|22.89\|20.07\|5276839;2026-06-30\|21.22\|0.76\|20.68\|21.74\|20.38\|3850038;2026-07-01\|19.84\|-6.50\|21.14\|21.60\|19.58\|4669320;2026-07-02\|19.04\|-4.03\|19.12\|20.20\|18.52\|3190176;2026-07-03\|18.23\|-4.25\|19.05\|19.38\|18.21\|2713557;2026-07-06\|17.35\|-4.83\|18.49\|18.90\|17.00\|2853942;2026-07-07\|17.78\|2.48\|17.33\|18.30\|16.99\|3260180;2026-07-08\|16.65\|-6.36\|17.80\|17.95\|16.41\|2739367;2026-07-09\|17.80\|6.91\|16.90\|17.82\|16.55\|2898209;2026-07-10\|16.94\|-4.83\|18.10\|18.69\|16.93\|3322107;2026-07-13\|15.71\|-7.26\|16.51\|17.10\|15.56\|2334844
112872	消息称字节跳动今年计划最高支出700亿美元	AIDC项目交付+算力UPS电源+员工持股计划行业原因：华泰期货指出，近期碳酸锂盘面价格反弹，碳酸锂供需偏紧格局尚未改变。供给扰动上，枧下窝用地预审被注销，复产预期下降，加剧了短期供需偏紧的格局。公司原因： 1、据雄韬股份官微2026年6月11日报道，公司于北欧芬兰的AIDC大型数据中心项目如期交付，项目配套公司REVO系列UPS锂电解决方案，为超大规模数字基础设施提供备电保障。 2、据2026年4月24日年报，公司专注于算力中心与数据中心UPS电源领域，将其作为最核心的发展战略，提供高倍率锂电池等解决方案，在LFP锂电UPS领域占据全球领先地位。 3、据2026年3月27日员工持股计划草案，公司设定2026年净利润增长率不低于10%的业绩考核目标，彰显管理层对公司未来发展的信心。	公司聚焦算力中心与数据中心UPS电源，高倍率锂电产品已大规模应用于东南亚、澳洲、欧洲算力中心，为UPS厂家首选品牌	2026-03-03\|22.35\|-3.99\|23.15\|23.55\|22.22\|275745;2026-03-04\|22.25\|-0.45\|22.01\|22.91\|21.88\|180241;2026-03-05\|24.48\|10.02\|22.89\|24.48\|22.80\|293761;2026-03-06\|24.07\|-1.67\|24.97\|25.33\|23.26\|588324;2026-03-09\|23.58\|-2.04\|23.38\|23.94\|23.01\|305885;2026-03-10\|24.59\|4.28\|24.05\|25.94\|24.05\|582806;2026-03-11\|27.05\|10.00\|25.00\|27.05\|24.11\|797475;2026-03-12\|25.68\|-5.06\|26.00\|26.18\|25.15\|746341;2026-03-13\|27.37\|6.58\|25.22\|28.25\|24.44\|739366;2026-03-16\|28.19\|3.00\|27.26\|28.19\|26.26\|484538;2026-03-17\|26.01\|-7.73\|27.80\|29.99\|25.69\|577231;2026-03-18\|26.77\|2.92\|26.79\|26.99\|25.60\|409373;2026-03-19\|24.99\|-6.65\|25.78\|26.06\|24.80\|324532;2026-03-20\|25.36\|1.48\|24.80\|26.47\|24.30\|384004;2026-03-23\|25.91\|2.17\|25.05\|27.33\|24.64\|436181;2026-03-24\|27.39\|5.71\|26.15\|27.68\|25.94\|434444;2026-03-25\|27.29\|-0.37\|27.12\|27.88\|26.72\|338581;2026-03-26\|26.70\|-2.16\|26.90\|27.79\|26.53\|292893;2026-03-27\|26.97\|1.01\|25.94\|27.58\|25.89\|262976;2026-03-30\|26.40\|-2.11\|26.56\|26.95\|25.70\|212035;2026-03-31\|24.52\|-7.12\|26.23\|26.26\|24.50\|265977;2026-04-01\|25.43\|3.71\|25.01\|26.74\|24.75\|253681;2026-04-02\|24.51\|-3.62\|25.25\|25.38\|24.38\|153174;2026-04-03\|25.61\|4.49\|25.32\|26.26\|24.44\|236415;2026-04-07\|27.48\|7.30\|25.87\|27.96\|25.76\|365916;2026-04-08\|27.83\|1.27\|28.00\|28.14\|27.00\|284654;2026-04-09\|27.50\|-1.19\|27.73\|27.83\|27.39\|168671;2026-04-10\|30.25\|10.00\|27.50\|30.25\|27.21\|426395;2026-04-13\|30.85\|1.98\|30.00\|31.91\|29.66\|493012;2026-04-14\|31.69\|2.72\|30.94\|32.39\|30.48\|387788;2026-04-15\|30.16\|-4.83\|31.38\|31.52\|30.00\|356686;2026-04-16\|32.18\|6.70\|30.62\|32.58\|30.12\|432173;2026-04-17\|31.62\|-1.74\|32.21\|32.81\|31.47\|273620;2026-04-20\|30.83\|-2.50\|31.41\|31.50\|30.42\|279931;2026-04-21\|30.20\|-2.04\|30.91\|31.17\|29.58\|224314;2026-04-22\|29.53\|-2.22\|30.42\|30.55\|29.37\|223880;2026-04-23\|30.33\|2.71\|30.00\|31.48\|29.11\|357853;2026-04-24\|30.07\|-0.86\|28.87\|30.88\|28.83\|282991;2026-04-27\|29.23\|-2.79\|29.93\|30.10\|28.70\|216218;2026-04-28\|32.15\|9.99\|29.23\|32.15\|28.00\|449237;2026-04-29\|29.64\|-7.81\|32.76\|32.82\|29.48\|693308;2026-04-30\|27.66\|-6.68\|29.97\|30.02\|27.10\|537327;2026-05-06\|29.63\|7.12\|27.66\|30.14\|27.22\|493844;2026-05-07\|30.12\|1.65\|29.27\|30.27\|28.87\|293250;2026-05-08\|29.20\|-3.05\|29.75\|30.60\|29.10\|254960;2026-05-11\|28.85\|-1.20\|29.55\|31.30\|28.74\|318685;2026-05-12\|28.29\|-1.94\|28.95\|29.19\|27.91\|197135;2026-05-13\|27.95\|-1.20\|28.28\|28.72\|27.50\|186830;2026-05-14\|27.02\|-3.33\|28.09\|28.55\|27.00\|188602;2026-05-15\|27.11\|0.33\|27.10\|27.55\|26.68\|158601;2026-05-18\|26.20\|-3.36\|26.84\|27.18\|25.87\|203011;2026-05-19\|25.64\|-2.14\|26.22\|26.45\|25.23\|141957;2026-05-20\|25.71\|0.27\|25.51\|26.12\|25.05\|110919;2026-05-21\|25.23\|-1.87\|25.90\|26.63\|25.18\|155941;2026-05-22\|27.75\|9.99\|25.50\|27.75\|25.29\|262553;2026-05-25\|29.32\|5.66\|28.20\|29.68\|28.11\|379053;2026-05-26\|32.25\|9.99\|29.14\|32.25\|28.71\|578390;2026-05-27\|33.80\|4.81\|32.45\|35.00\|32.03\|551151;2026-05-28\|34.47\|1.98\|30.97\|35.05\|30.97\|475778;2026-05-29\|33.42\|-3.05\|34.90\|35.22\|33.00\|318659;2026-06-01\|30.08\|-9.99\|33.65\|33.70\|30.08\|325352;2026-06-02\|30.05\|-0.10\|30.60\|31.04\|28.90\|269061;2026-06-03\|29.70\|-0.83\|30.00\|30.24\|29.11\|201937;2026-06-04\|32.67\|10.00\|29.36\|32.67\|29.25\|232007;2026-06-05\|33.96\|3.95\|33.20\|35.76\|33.02\|437205;2026-06-08\|33.57\|-1.15\|33.85\|34.86\|32.43\|336055;2026-06-09\|35.62\|6.11\|33.98\|35.96\|33.60\|366103;2026-06-10\|32.06\|-9.99\|35.27\|35.27\|32.06\|301999;2026-06-11\|31.39\|-2.09\|30.87\|32.04\|30.01\|330034;2026-06-12\|34.53\|10.00\|31.70\|34.53\|31.46\|180628;2026-06-15\|37.73\|9.27\|36.95\|37.98\|35.57\|568266;2026-06-16\|36.50\|-3.26\|36.56\|37.38\|36.31\|390948;2026-06-17\|35.88\|-1.70\|36.71\|37.20\|35.13\|328282;2026-06-18\|35.09\|-2.20\|35.56\|36.27\|34.70\|267190;2026-06-22\|35.00\|-0.26\|35.33\|35.34\|34.10\|266080;2026-06-23\|33.06\|-5.54\|35.00\|35.00\|32.64\|250923;2026-06-24\|32.82\|-0.73\|32.90\|33.81\|32.04\|192792;2026-06-25\|34.71\|5.76\|32.86\|35.48\|32.45\|429870;2026-06-26\|35.44\|2.10\|33.96\|36.20\|33.26\|431096;2026-06-29\|31.90\|-9.99\|34.81\|34.81\|31.90\|126580;2026-06-30\|30.98\|-2.88\|28.71\|31.38\|28.71\|436330;2026-07-01\|28.50\|-8.01\|30.92\|30.99\|28.11\|370926;2026-07-02\|26.39\|-7.40\|28.23\|28.48\|26.31\|245158;2026-07-03\|26.03\|-1.36\|26.80\|27.37\|26.00\|196993;2026-07-06\|25.13\|-3.46\|26.70\|26.88\|25.06\|183883;2026-07-07\|26.25\|4.46\|25.60\|27.64\|25.35\|400202;2026-07-08\|23.63\|-9.98\|25.40\|25.88\|23.63\|228026;2026-07-09\|23.05\|-2.45\|22.57\|23.48\|21.69\|288552;2026-07-10\|23.31\|1.13\|23.55\|24.54\|23.06\|244386;2026-07-13\|21.72\|-6.82\|23.11\|23.39\|21.50\|142576
112871	消息称字节跳动今年计划最高支出700亿美元	AI应用+AIGC短剧+智能运维行业原因：据证券时报，受Okta和Snowflake强劲业绩的推动，美股软件股上周大幅飙升，这表明一些公司抵御人工智能颠覆的能力超出了华尔街的预期。推动本轮反弹的核心逻辑在于，华尔街开始重新审视软件行业，尤其是与人工智能深度绑定的企业。公司原因： 1、据2026年4月29日年报，公司将加大对AI大模型、智能体等技术在IT运维领域的应用探索，构建具备“感知-决策-执行”闭环能力的IT运维智能体，赋能故障预警、根因分析等核心场景。 2、据2026年4月29日年报，公司持续开拓人工智能技术新应用场景，深耕短剧精品化，依托AI能力构建“创意-生产-分发-反馈”闭环，打造高粘性内容产品矩阵。 3、据2026年4月29日年报及2025年8月27日半年报，公司是多云全栈智能运维服务商，主营IT数据中心运维产品及运维服务，主要面向电信、金融等行业大中型企事业单位。	公司是一家以提供IT数据中心运维服务及运维产品为主的多云全栈智能运维服务商，下属子公司新炬技术AIOPS智慧运维平台软件V4.0与华为云GaussDB、华为云公有云平台（鲲鹏）完成相互兼容性测试认证	2026-03-03\|31.34\|-4.97\|32.85\|33.25\|31.24\|73414;2026-03-04\|30.79\|-1.75\|31.40\|31.96\|30.63\|48956;2026-03-05\|30.63\|-0.52\|31.70\|31.70\|30.30\|45905;2026-03-06\|31.39\|2.48\|30.31\|32.39\|30.30\|56901;2026-03-09\|31.30\|-0.29\|30.45\|31.66\|29.70\|62137;2026-03-10\|31.68\|1.21\|31.60\|32.30\|31.09\|49229;2026-03-11\|31.83\|0.47\|32.23\|32.80\|31.62\|67924;2026-03-12\|30.93\|-2.83\|31.13\|31.78\|30.80\|47474;2026-03-13\|29.51\|-4.59\|30.64\|30.85\|29.41\|49319;2026-03-16\|29.27\|-0.81\|29.44\|29.44\|28.76\|25547;2026-03-17\|28.65\|-2.12\|29.34\|29.39\|28.64\|23592;2026-03-18\|29.45\|2.79\|28.66\|29.46\|28.48\|22739;2026-03-19\|28.67\|-2.65\|28.96\|29.31\|28.59\|19912;2026-03-20\|27.30\|-4.78\|28.87\|28.93\|27.21\|30609;2026-03-23\|25.26\|-7.47\|26.81\|26.81\|24.89\|33621;2026-03-24\|26.12\|3.40\|25.99\|26.14\|25.31\|22332;2026-03-25\|26.73\|2.34\|26.38\|26.91\|26.19\|20127;2026-03-26\|25.96\|-2.88\|26.73\|26.90\|25.85\|16685;2026-03-27\|26.40\|1.69\|25.86\|26.48\|25.60\|14657;2026-03-30\|27.21\|3.07\|26.12\|27.21\|25.86\|13500;2026-03-31\|26.30\|-3.34\|26.82\|27.09\|26.26\|19751;2026-04-01\|27.90\|6.08\|26.84\|28.93\|26.57\|64708;2026-04-02\|27.19\|-2.54\|26.67\|27.50\|26.67\|50032;2026-04-03\|26.45\|-2.72\|27.42\|27.42\|26.34\|25529;2026-04-07\|26.01\|-1.66\|26.45\|26.49\|25.76\|18944;2026-04-08\|27.45\|5.54\|26.68\|27.45\|26.52\|35552;2026-04-09\|26.76\|-2.51\|27.00\|27.20\|26.55\|24639;2026-04-10\|27.05\|1.08\|26.95\|27.80\|26.95\|25575;2026-04-13\|27.06\|0.04\|26.74\|27.15\|26.56\|16921;2026-04-14\|27.32\|0.96\|27.80\|27.80\|27.09\|20699;2026-04-15\|26.91\|-1.50\|27.37\|27.56\|26.80\|16736;2026-04-16\|27.51\|2.23\|27.00\|27.65\|26.95\|26653;2026-04-17\|27.45\|-0.22\|27.35\|27.45\|27.11\|19047;2026-04-20\|27.49\|0.15\|27.31\|27.65\|27.25\|16379;2026-04-21\|26.97\|-1.89\|27.43\|27.43\|26.80\|18539;2026-04-22\|27.58\|2.26\|27.80\|28.00\|27.04\|36924;2026-04-23\|27.20\|-1.38\|27.53\|27.77\|27.05\|28738;2026-04-24\|27.13\|-0.26\|26.95\|27.43\|26.25\|28628;2026-04-27\|27.23\|0.37\|27.06\|27.33\|26.47\|18963;2026-04-28\|26.40\|-3.05\|26.93\|27.18\|26.33\|23287;2026-04-29\|26.83\|1.63\|26.40\|27.10\|26.21\|16690;2026-04-30\|26.61\|-0.82\|26.83\|27.10\|26.50\|18655;2026-05-06\|27.32\|2.67\|26.99\|27.43\|26.81\|24192;2026-05-07\|27.85\|1.94\|27.32\|27.89\|27.20\|24015;2026-05-08\|27.96\|0.40\|27.85\|28.54\|27.85\|24149;2026-05-11\|28.22\|0.93\|28.10\|28.50\|27.90\|25098;2026-05-12\|27.54\|-2.41\|28.09\|28.30\|27.50\|23177;2026-05-13\|27.75\|0.76\|27.60\|27.84\|27.33\|17501;2026-05-14\|26.81\|-3.39\|27.79\|27.97\|26.81\|18294;2026-05-15\|26.66\|-0.56\|27.00\|27.26\|26.53\|17033;2026-05-18\|26.94\|1.05\|26.50\|26.98\|26.50\|13063;2026-05-19\|27.58\|2.38\|27.00\|27.66\|26.81\|19040;2026-05-20\|26.68\|-3.26\|27.42\|27.56\|26.63\|18251;2026-05-21\|25.17\|-5.66\|26.85\|26.95\|25.15\|27699;2026-05-22\|25.67\|1.99\|25.30\|25.88\|25.10\|18870;2026-05-25\|24.80\|-3.39\|25.67\|25.89\|24.65\|24220;2026-05-26\|24.37\|-1.73\|24.50\|24.86\|23.81\|22719;2026-05-27\|23.11\|-5.17\|24.28\|24.33\|22.98\|28487;2026-05-28\|23.45\|1.47\|23.11\|23.73\|22.67\|22814;2026-05-29\|22.51\|-4.01\|23.65\|23.77\|22.48\|20877;2026-06-01\|24.76\|10.00\|22.51\|24.76\|22.51\|36497;2026-06-02\|23.65\|-4.48\|24.99\|25.18\|23.31\|48828;2026-06-03\|23.08\|-2.41\|23.55\|23.57\|22.90\|27213;2026-06-04\|25.39\|10.01\|23.30\|25.39\|23.30\|53349;2026-06-05\|24.45\|-3.70\|25.39\|26.20\|24.45\|88491;2026-06-08\|24.86\|1.68\|23.98\|25.64\|23.98\|62987;2026-06-09\|24.42\|-1.77\|24.66\|25.06\|23.93\|51519;2026-06-10\|25.14\|2.95\|24.70\|26.26\|24.66\|67221;2026-06-11\|22.63\|-9.98\|24.05\|24.10\|22.63\|55862;2026-06-12\|21.70\|-4.11\|22.80\|22.88\|21.31\|46987;2026-06-15\|22.35\|3.00\|22.03\|22.56\|21.75\|31677;2026-06-16\|22.38\|0.13\|22.20\|22.45\|21.79\|26078;2026-06-17\|22.40\|0.09\|23.49\|23.49\|22.10\|34360;2026-06-18\|21.99\|-1.83\|22.18\|22.33\|21.70\|24193;2026-06-22\|21.78\|-0.95\|21.90\|22.00\|20.95\|30000;2026-06-23\|21.79\|0.05\|21.83\|22.10\|21.62\|18970;2026-06-24\|21.07\|-3.30\|21.50\|21.78\|20.61\|25323;2026-06-25\|20.36\|-3.37\|21.00\|21.10\|20.30\|23284;2026-06-26\|19.61\|-3.68\|20.31\|20.31\|19.44\|21973;2026-06-29\|19.36\|-1.27\|19.61\|19.76\|19.09\|22548;2026-06-30\|19.75\|2.01\|19.25\|19.93\|19.14\|20945;2026-07-01\|20.22\|2.38\|19.75\|20.39\|19.60\|18630;2026-07-02\|20.00\|-1.09\|20.23\|20.68\|19.95\|19674;2026-07-03\|20.65\|3.25\|20.00\|21.70\|19.90\|30242;2026-07-06\|20.11\|-2.62\|20.62\|20.62\|20.05\|21932;2026-07-07\|20.08\|-0.15\|20.05\|20.94\|19.90\|27401;2026-07-08\|20.58\|2.49\|20.01\|21.03\|19.92\|25934;2026-07-09\|20.32\|-1.26\|20.46\|20.66\|19.85\|24322;2026-07-10\|20.88\|2.76\|20.20\|21.26\|20.20\|32053;2026-07-13\|20.08\|-3.83\|20.78\|20.99\|19.96\|22633
112870	消息称字节跳动今年计划最高支出700亿美元	柴油动力单元+热管理+资产重组 1、据2026年6月24日公告，公司股票交易异常波动，经自查除已披露的重大资产重组事项外，不存在应披露而未披露的重大信息；据2026年4月8日预案，公司拟发行股份购买康豪机电100%股权，标的公司是国内领先的柴油动力单元集成商及热交换系统供应商。 2、据2026年4月8日预案，标的公司柴油动力单元主要服务于中石油、中石化、中国中车等油气田及轨道交通装备企业，热交换系统终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒等。 3、据2025年年报，公司主营柴油、天然气、汽油发动机缸体、缸盖等核心零部件，是比亚迪、赛力斯等整车厂商的重要供应商；2025年成功获得奇瑞、吉利等新能源乘用车客户定点供货资质，新能源混动缸体缸盖业务增长动能强劲。	公司拟收购康豪机电，标的终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒、MTU、广西玉柴、潍柴动力等国内外知名动力系统制造商	2026-03-03\|50.06\|2.25\|50.20\|53.86\|49.50\|285960;2026-03-04\|49.80\|-0.52\|47.46\|52.35\|47.46\|149006;2026-03-05\|52.30\|5.02\|51.04\|52.30\|47.12\|135451;2026-03-06\|54.84\|4.86\|51.78\|57.43\|50.80\|182331;2026-03-09\|53.40\|-2.63\|52.10\|53.90\|49.36\|148252;2026-03-10\|51.60\|-3.37\|53.60\|55.49\|51.00\|94635;2026-03-11\|48.50\|-6.01\|51.08\|51.90\|48.21\|143742;2026-03-12\|45.83\|-5.51\|48.26\|48.86\|45.23\|138737;2026-03-13\|44.78\|-2.29\|45.83\|46.50\|44.51\|95188;2026-03-16\|44.10\|-1.52\|45.47\|45.47\|43.19\|85749;2026-03-17\|43.15\|-2.15\|44.89\|44.89\|42.71\|58917;2026-03-18\|43.82\|1.55\|43.20\|44.27\|42.01\|73657;2026-03-19\|41.16\|-6.07\|42.60\|43.21\|40.60\|118193;2026-03-20\|39.99\|-2.84\|41.16\|42.40\|39.88\|70735;2026-03-23\|37.09\|-7.25\|38.30\|39.67\|36.58\|86742;2026-04-08\|40.80\|10.00\|40.80\|40.80\|40.80\|26358;2026-04-09\|44.88\|10.00\|44.88\|44.88\|44.88\|7473;2026-04-10\|49.37\|10.00\|49.37\|49.37\|49.37\|64892;2026-04-13\|54.31\|10.01\|52.00\|54.31\|50.33\|281492;2026-04-14\|54.40\|0.17\|55.94\|56.70\|48.88\|305863;2026-04-15\|59.84\|10.00\|57.66\|59.84\|56.91\|104532;2026-04-16\|61.65\|3.02\|61.12\|62.50\|58.30\|246018;2026-04-17\|65.21\|5.77\|60.21\|65.80\|60.21\|224488;2026-04-20\|61.18\|-6.18\|65.19\|65.40\|59.10\|153563;2026-04-21\|59.20\|-3.24\|58.68\|60.50\|58.47\|100107;2026-04-22\|63.47\|7.21\|59.71\|63.98\|57.71\|170455;2026-04-23\|63.81\|0.54\|65.95\|69.82\|62.00\|134279;2026-04-24\|61.38\|-3.81\|60.92\|63.39\|59.71\|102976;2026-04-27\|59.00\|-3.88\|60.98\|62.54\|58.88\|79664;2026-04-28\|57.36\|-2.78\|59.14\|59.68\|57.12\|66967;2026-04-29\|56.24\|-1.95\|56.60\|58.00\|55.80\|86887;2026-04-30\|55.65\|-1.05\|56.20\|58.38\|55.30\|87477;2026-05-06\|58.00\|4.22\|56.68\|58.19\|54.72\|108081;2026-05-07\|63.80\|10.00\|58.31\|63.80\|57.02\|125658;2026-05-08\|68.50\|7.37\|66.20\|70.00\|62.05\|180275;2026-05-11\|70.05\|2.26\|68.50\|70.86\|65.11\|164600;2026-05-12\|76.00\|8.49\|70.05\|77.06\|69.27\|152668;2026-05-13\|76.83\|1.09\|75.80\|77.92\|71.77\|111630;2026-05-14\|72.88\|-5.14\|76.43\|76.85\|70.82\|115242;2026-05-15\|69.85\|-4.16\|72.42\|73.92\|68.00\|98027;2026-05-18\|69.40\|-0.64\|69.90\|71.29\|68.20\|89266;2026-05-19\|72.00\|3.75\|69.50\|72.18\|66.50\|82889;2026-05-20\|71.04\|-1.33\|71.31\|73.70\|70.00\|76106;2026-05-21\|66.29\|-6.69\|70.50\|71.80\|66.29\|80749;2026-05-22\|68.85\|3.86\|66.82\|69.95\|66.17\|67206;2026-05-25\|69.24\|0.57\|71.52\|71.80\|68.17\|45235;2026-05-26\|68.43\|-1.17\|68.50\|68.50\|63.63\|72964;2026-05-27\|69.14\|1.04\|67.42\|71.16\|65.65\|66453;2026-05-28\|75.62\|9.37\|69.48\|76.05\|69.15\|111233;2026-05-29\|72.99\|-3.48\|75.16\|77.50\|72.11\|89121;2026-06-01\|69.56\|-4.70\|71.49\|73.00\|68.00\|67396;2026-06-02\|67.06\|-3.59\|68.45\|69.88\|63.88\|117535;2026-06-03\|63.68\|-4.86\|65.59\|69.40\|62.20\|98644;2026-06-04\|70.05\|10.00\|63.48\|70.05\|61.83\|98537;2026-06-05\|64.62\|-7.75\|69.00\|70.04\|64.62\|71049;2026-06-08\|62.09\|-3.92\|61.25\|65.68\|61.24\|60581;2026-06-09\|63.80\|2.75\|62.99\|64.40\|61.83\|44350;2026-06-10\|60.00\|-5.96\|62.54\|62.85\|59.11\|59783;2026-06-11\|59.13\|-1.45\|59.65\|60.90\|58.44\|62060;2026-06-12\|59.54\|0.69\|60.31\|61.80\|58.10\|57528;2026-06-15\|65.49\|9.99\|60.16\|65.49\|60.16\|74835;2026-06-16\|62.49\|-4.58\|65.00\|65.49\|61.60\|96231;2026-06-17\|62.61\|0.19\|62.49\|65.38\|61.31\|62619;2026-06-18\|65.80\|5.09\|62.97\|68.87\|62.97\|151197;2026-06-22\|72.38\|10.00\|66.49\|72.38\|62.20\|197649;2026-06-23\|75.56\|4.39\|72.00\|78.24\|70.01\|149276;2026-06-24\|73.66\|-2.51\|73.49\|75.30\|70.53\|124621;2026-06-25\|74.71\|1.43\|74.02\|77.50\|69.60\|142547;2026-06-26\|69.77\|-6.61\|74.30\|75.80\|68.50\|109612;2026-06-29\|76.75\|10.00\|74.70\|76.75\|71.84\|139540;2026-06-30\|84.43\|10.01\|80.00\|84.43\|79.44\|47476;2026-07-01\|87.30\|3.40\|88.48\|92.87\|85.30\|181632;2026-07-02\|81.16\|-7.03\|82.79\|87.88\|80.93\|98935;2026-07-03\|83.72\|3.15\|81.45\|86.94\|79.47\|112555;2026-07-06\|88.46\|5.66\|86.23\|92.09\|85.62\|163972;2026-07-07\|83.51\|-5.60\|89.21\|90.01\|80.12\|134327;2026-07-08\|85.63\|2.54\|82.28\|86.47\|78.65\|115683;2026-07-09\|77.20\|-9.84\|85.61\|86.88\|77.07\|124703;2026-07-10\|71.50\|-7.38\|78.73\|82.00\|71.10\|128969;2026-07-13\|64.75\|-9.44\|70.21\|72.02\|64.66\|87074
112869	燃气轮机产量缺口将长期存在	燃气轮机+船周期+军工动力+央企行业原因： 1、信达证券指出，AI数据中心建设带动电力需求，燃气轮机凭借启动速度快、调峰能力强、碳排放低的优势，成为解决美国等地区电力缺口的核心选择。 2、东吴证券指出，北美缺电是大趋势，继续看好变压器、燃机和SST。公司原因： 1、据东吴证券2026年4月2日研报，公司具备5-50MW小型燃气轮机批量供应能力，技术可直接切换至数据中心等AIDC场景，受益于全球算力租赁市场爆发。 2、据东吴证券研报及2025年6月5日互动易，公司船用低速柴油机市占率国内第一、国际领先，手持订单约620亿元，排产至2028年，2024年船海产业营收231亿元，同比增长27%。 3、据2025年4月26日年报，公司承担海军现役及在研绝大部分电力推进装置研制供货，是舰船动力及传动装备核心供应商，最终控制人为国务院国资委。	公司具备3-50MW小型燃气轮机供应能力，现有应用领域包括天然气长输管线增压、陆上/海上油气平台、工业园区分布式能源等	2026-03-03\|32.45\|-3.62\|33.69\|34.66\|32.38\|421886;2026-03-04\|34.31\|5.73\|31.72\|34.69\|31.72\|555977;2026-03-05\|35.69\|4.02\|34.90\|36.61\|34.71\|605380;2026-03-06\|39.26\|10.00\|35.70\|39.26\|35.70\|468135;2026-03-09\|37.66\|-4.08\|38.47\|38.68\|36.68\|699167;2026-03-10\|37.54\|-0.32\|37.85\|38.96\|36.95\|527326;2026-03-11\|36.68\|-2.29\|37.24\|38.42\|35.53\|628452;2026-03-12\|34.58\|-5.73\|36.42\|36.52\|34.11\|662222;2026-03-13\|32.85\|-5.00\|34.10\|34.30\|32.73\|627780;2026-03-16\|32.38\|-1.43\|33.16\|33.44\|31.19\|457871;2026-03-17\|31.76\|-1.91\|32.50\|32.98\|31.52\|357237;2026-03-18\|32.44\|2.14\|31.81\|32.55\|31.56\|350353;2026-03-19\|30.82\|-4.99\|31.88\|32.26\|30.48\|480827;2026-03-20\|31.02\|0.65\|31.13\|31.49\|30.36\|454938;2026-03-23\|29.44\|-5.09\|30.31\|30.90\|29.10\|471704;2026-03-24\|30.82\|4.69\|30.24\|31.18\|29.99\|407170;2026-03-25\|31.96\|3.70\|31.35\|33.01\|31.34\|524227;2026-03-26\|31.19\|-2.41\|31.96\|31.99\|30.90\|292945;2026-03-27\|31.59\|1.28\|30.50\|32.28\|30.28\|365676;2026-03-30\|31.75\|0.51\|30.95\|32.40\|30.70\|290134;2026-03-31\|31.33\|-1.32\|32.00\|33.07\|31.20\|328796;2026-04-01\|32.29\|3.06\|32.11\|33.03\|32.06\|313399;2026-04-02\|32.26\|-0.09\|32.35\|34.00\|31.91\|398062;2026-04-03\|32.80\|1.67\|32.89\|33.39\|32.32\|258257;2026-04-07\|32.45\|-1.07\|33.08\|33.68\|31.24\|442078;2026-04-08\|35.00\|7.86\|33.60\|35.70\|33.14\|583924;2026-04-09\|36.76\|5.03\|34.00\|37.48\|34.00\|490414;2026-04-10\|40.44\|10.01\|39.50\|40.44\|39.50\|446848;2026-04-13\|41.20\|1.88\|39.22\|41.50\|38.50\|897451;2026-04-14\|38.68\|-6.12\|40.61\|41.15\|38.11\|651784;2026-04-15\|36.92\|-4.55\|38.55\|39.05\|36.78\|539386;2026-04-16\|39.00\|5.63\|36.73\|39.50\|36.51\|529544;2026-04-17\|38.21\|-2.03\|38.60\|39.59\|37.81\|333093;2026-04-20\|38.20\|-0.03\|38.21\|39.70\|37.52\|437442;2026-04-21\|37.88\|-0.84\|37.86\|38.18\|36.67\|302738;2026-04-22\|39.41\|4.04\|37.77\|39.65\|37.20\|458001;2026-04-23\|42.26\|7.23\|41.53\|43.35\|41.12\|931195;2026-04-24\|40.40\|-4.40\|43.06\|43.06\|39.70\|587807;2026-04-27\|39.51\|-2.20\|40.39\|40.40\|38.71\|457398;2026-04-28\|39.40\|-0.28\|39.51\|40.10\|39.00\|353477;2026-04-29\|39.87\|1.19\|38.75\|41.08\|38.58\|356936;2026-04-30\|38.57\|-3.26\|41.97\|42.38\|38.51\|579759;2026-05-06\|39.66\|2.83\|39.30\|40.66\|38.70\|506620;2026-05-07\|39.00\|-1.66\|39.52\|39.66\|37.24\|578846;2026-05-08\|38.33\|-1.72\|38.06\|39.33\|38.02\|284220;2026-05-11\|37.89\|-1.15\|38.20\|38.47\|37.11\|388033;2026-05-12\|37.63\|-0.69\|37.95\|38.30\|36.70\|308695;2026-05-13\|41.39\|9.99\|37.88\|41.39\|37.60\|619803;2026-05-14\|39.04\|-5.68\|41.46\|41.91\|38.66\|561966;2026-05-15\|37.05\|-5.10\|38.85\|39.63\|36.49\|486520;2026-05-18\|35.98\|-2.89\|36.52\|37.32\|35.71\|450243;2026-05-19\|37.18\|3.34\|36.27\|37.23\|35.21\|360369;2026-05-20\|36.53\|-1.75\|36.80\|37.08\|35.91\|232249;2026-05-21\|35.17\|-3.72\|36.99\|37.59\|35.00\|376792;2026-05-22\|35.83\|1.88\|35.75\|35.95\|34.87\|261710;2026-05-25\|36.43\|1.67\|35.50\|36.59\|34.62\|323142;2026-05-26\|35.92\|-1.40\|36.26\|36.73\|35.09\|230164;2026-05-27\|37.50\|4.40\|35.93\|38.69\|35.93\|505788;2026-05-28\|39.33\|4.88\|37.12\|39.66\|37.12\|440723;2026-05-29\|37.04\|-5.82\|39.90\|39.90\|36.68\|372856;2026-06-01\|36.53\|-1.38\|37.03\|38.20\|36.30\|310490;2026-06-02\|36.41\|-0.33\|36.11\|36.81\|33.80\|441842;2026-06-03\|36.19\|-0.60\|36.12\|37.82\|35.65\|369014;2026-06-04\|39.81\|10.00\|37.50\|39.81\|37.40\|699240;2026-06-05\|37.59\|-5.58\|40.30\|41.04\|37.46\|671603;2026-06-08\|35.50\|-5.56\|36.65\|37.80\|35.38\|440583;2026-06-09\|35.71\|0.59\|35.51\|36.08\|34.50\|320542;2026-06-10\|33.06\|-7.42\|35.00\|35.20\|32.28\|630349;2026-06-11\|31.37\|-5.11\|33.06\|33.38\|31.08\|500398;2026-06-12\|31.22\|-0.48\|32.90\|33.33\|31.19\|590331;2026-06-15\|31.85\|2.02\|31.42\|32.25\|31.20\|377824;2026-06-16\|31.39\|-1.44\|31.75\|32.35\|31.25\|320162;2026-06-17\|31.86\|1.50\|31.43\|32.81\|31.24\|367989;2026-06-18\|33.11\|3.92\|32.20\|34.56\|32.18\|703116;2026-06-22\|34.80\|5.10\|33.57\|35.50\|33.57\|493755;2026-06-23\|34.18\|-1.78\|34.80\|36.00\|33.93\|343923;2026-06-24\|33.15\|-3.01\|33.81\|34.00\|32.50\|297560;2026-06-25\|32.60\|-1.66\|33.03\|34.40\|32.33\|291732;2026-06-26\|30.11\|-7.64\|32.01\|32.38\|30.02\|448941;2026-06-29\|31.07\|3.19\|30.11\|31.26\|28.99\|468257;2026-06-30\|32.80\|5.57\|30.48\|33.50\|30.26\|473831;2026-07-01\|33.08\|0.85\|33.61\|34.77\|32.77\|382163;2026-07-02\|31.92\|-3.51\|32.09\|33.28\|31.86\|263576;2026-07-03\|33.59\|5.23\|32.10\|34.15\|31.64\|419784;2026-07-06\|35.42\|5.45\|33.60\|36.95\|33.60\|654028;2026-07-07\|34.58\|-2.37\|35.16\|35.93\|33.62\|400403;2026-07-08\|33.02\|-4.51\|34.97\|34.97\|32.90\|271545;2026-07-09\|33.65\|1.91\|32.78\|34.09\|32.25\|389634;2026-07-10\|33.05\|-1.78\|33.65\|34.49\|33.03\|334070;2026-07-13\|31.32\|-5.23\|32.70\|32.70\|30.75\|344018
112868	燃气轮机产量缺口将长期存在	HRSG+燃机+越南基地+海外收入占比过半 1、据2026年6月3日投资者关系活动记录表，越南制造基地于2026年5月30日顺利完成HRSG产品首次交付，标志着越南生产基地正式具备HRSG产品量产与海外交付能力，是公司服务北美AI数据中心电力设备市场的重要里程碑；三期工厂已于6月3日奠基，预计2027年3月建成投产。 2、据2026年6月3日投资者关系活动记录表，公司2025年海外业务收入达2.59亿元，占营业收入比重升至51.52%，超越国内收入，国际化战略进入收获期；越南基地成为辐射全球市场特别是北美市场的“桥头堡”，以应对北美AI数据中心建设带来的增量需求。 3、据2025年年度报告，公司主营业务为防腐防磨堆焊装备、非堆焊锅炉部件等，是国内少数几家具备防腐防磨堆焊装备规模化生产能力的企业之一，产品应用于垃圾焚烧发电、燃煤发电等领域。	公司拥有燃气轮机HRSG（后端余热锅炉），越南工厂提前布局海外产能，已切入GEV供应链且2026年初将新增西门子、三菱客户；2027年海外燃机新增产能对应HRSG增量需求100台+，公司产能可完全匹配需求	2026-03-03\|67.30\|-9.98\|74.22\|74.87\|67.00\|91965;2026-03-04\|69.50\|3.27\|66.10\|70.80\|64.00\|62167;2026-03-05\|66.97\|-3.64\|71.00\|73.18\|65.50\|100301;2026-03-06\|67.64\|1.00\|68.54\|71.20\|65.16\|88840;2026-03-09\|64.83\|-4.15\|64.69\|65.50\|58.98\|109975;2026-03-10\|65.28\|0.69\|66.58\|68.00\|65.10\|65027;2026-03-11\|62.30\|-4.57\|65.05\|65.93\|61.30\|72238;2026-03-12\|56.20\|-9.79\|62.00\|62.05\|55.01\|139860;2026-03-13\|53.78\|-4.31\|55.65\|55.69\|52.88\|88165;2026-03-16\|54.86\|2.01\|53.61\|55.89\|52.34\|64423;2026-03-17\|52.28\|-4.70\|55.00\|55.46\|52.05\|54554;2026-03-18\|53.63\|2.58\|52.80\|53.85\|51.81\|45561;2026-03-19\|50.97\|-4.96\|53.00\|53.00\|50.00\|45736;2026-03-20\|48.91\|-4.04\|51.71\|51.96\|48.85\|56324;2026-03-23\|46.68\|-4.56\|48.20\|49.20\|46.11\|54432;2026-03-24\|48.76\|4.46\|48.30\|48.86\|46.88\|51881;2026-03-25\|49.04\|0.57\|50.47\|51.52\|48.66\|55470;2026-03-26\|46.93\|-4.30\|49.04\|49.16\|46.64\|41688;2026-03-27\|47.30\|0.79\|46.27\|48.06\|46.20\|34300;2026-03-30\|47.76\|0.97\|46.97\|47.85\|46.34\|33424;2026-03-31\|47.57\|-0.40\|48.05\|49.67\|47.31\|52847;2026-04-01\|48.20\|1.32\|49.01\|49.85\|47.55\|57027;2026-04-02\|47.09\|-2.30\|48.01\|48.60\|46.89\|49664;2026-04-03\|46.22\|-1.85\|47.86\|47.96\|45.96\|38667;2026-04-07\|45.53\|-1.49\|46.00\|46.86\|45.30\|45257;2026-04-08\|51.80\|13.77\|47.20\|52.30\|47.20\|105638;2026-04-09\|49.73\|-4.00\|50.37\|51.14\|49.56\|91769;2026-04-10\|50.80\|2.15\|51.10\|54.00\|50.23\|99638;2026-04-13\|53.15\|4.63\|51.00\|53.16\|49.59\|93668;2026-04-14\|53.61\|0.87\|54.04\|55.49\|52.97\|98065;2026-04-15\|53.64\|0.06\|53.93\|55.00\|52.93\|67027;2026-04-16\|53.93\|0.54\|53.10\|54.55\|52.80\|54711;2026-04-17\|53.22\|-1.32\|53.17\|54.50\|53.11\|48055;2026-04-20\|54.78\|2.93\|52.53\|55.48\|52.50\|55793;2026-04-21\|54.45\|-0.60\|54.07\|54.76\|53.41\|38823;2026-04-22\|55.22\|1.41\|54.18\|55.98\|53.55\|49624;2026-04-23\|55.18\|-0.07\|58.02\|58.68\|54.53\|101626;2026-04-24\|52.10\|-5.58\|54.30\|55.02\|51.36\|79593;2026-04-27\|51.78\|-0.61\|52.40\|52.86\|50.82\|52480;2026-04-28\|50.31\|-2.84\|50.85\|51.50\|49.05\|61315;2026-04-29\|51.04\|1.45\|49.60\|51.96\|49.33\|42378;2026-04-30\|53.96\|5.72\|51.07\|55.10\|51.07\|68632;2026-05-06\|59.90\|11.01\|54.33\|60.45\|54.02\|121363;2026-05-07\|62.51\|4.36\|62.01\|63.89\|60.65\|86908;2026-05-08\|60.65\|-2.98\|61.57\|61.90\|60.06\|58734;2026-05-11\|58.68\|-3.25\|60.62\|61.09\|58.31\|72253;2026-05-12\|58.73\|0.09\|58.22\|59.85\|56.66\|70709;2026-05-13\|62.96\|7.20\|58.10\|63.45\|57.35\|90668;2026-05-14\|58.80\|-6.61\|62.96\|62.96\|58.80\|68997;2026-05-15\|58.36\|-0.75\|58.91\|61.45\|57.86\|58988;2026-05-18\|57.27\|-1.87\|58.01\|59.56\|56.60\|45933;2026-05-19\|56.57\|-1.22\|56.84\|58.10\|55.17\|46711;2026-05-20\|54.22\|-4.15\|55.91\|56.82\|54.14\|48889;2026-05-21\|50.70\|-6.49\|54.67\|55.40\|50.50\|55039;2026-05-22\|52.27\|3.10\|51.70\|54.26\|50.70\|66448;2026-05-25\|53.92\|3.16\|52.80\|55.49\|52.80\|57728;2026-05-26\|52.30\|-3.00\|53.57\|53.57\|51.11\|41122;2026-05-27\|50.32\|-3.79\|52.30\|54.86\|49.95\|61065;2026-05-28\|54.80\|8.90\|50.39\|55.45\|50.14\|70747;2026-05-29\|43.30\|3.10\|44.94\|45.00\|41.21\|139690;2026-06-01\|44.45\|2.66\|42.95\|47.38\|41.99\|181001;2026-06-02\|44.53\|0.18\|44.01\|47.00\|43.78\|130585;2026-06-03\|43.31\|-2.74\|43.92\|45.60\|42.60\|110125;2026-06-04\|51.97\|20.00\|43.00\|51.97\|42.96\|220885;2026-06-05\|52.37\|0.77\|51.97\|54.00\|51.93\|182388;2026-06-08\|47.01\|-10.23\|50.96\|51.46\|46.26\|128745;2026-06-09\|47.99\|2.08\|49.23\|49.34\|47.13\|90881;2026-06-10\|45.83\|-4.50\|47.36\|47.98\|45.38\|92610;2026-06-11\|51.70\|12.81\|45.40\|53.84\|45.40\|175367;2026-06-12\|50.56\|-2.21\|51.10\|53.63\|50.18\|130735;2026-06-15\|50.81\|0.49\|51.10\|51.88\|50.01\|106478;2026-06-16\|49.85\|-1.89\|50.38\|51.88\|49.50\|98173;2026-06-17\|48.63\|-2.45\|49.13\|50.50\|48.08\|87430;2026-06-18\|48.89\|0.53\|50.70\|52.99\|48.12\|193469;2026-06-22\|51.45\|5.24\|49.87\|51.58\|46.75\|172551;2026-06-23\|50.40\|-2.04\|51.18\|52.89\|50.01\|106196;2026-06-24\|49.66\|-1.47\|50.50\|51.50\|47.55\|113194;2026-06-25\|50.25\|1.19\|49.50\|52.80\|48.50\|141644;2026-06-26\|48.30\|-3.88\|50.24\|53.90\|48.19\|181295;2026-06-29\|42.08\|-12.88\|48.00\|48.00\|40.52\|209868;2026-06-30\|41.71\|-0.88\|42.16\|42.48\|40.68\|95628;2026-07-01\|42.37\|1.58\|42.90\|45.09\|41.86\|121625;2026-07-02\|40.72\|-3.89\|41.94\|43.64\|40.51\|101361;2026-07-03\|41.72\|2.46\|41.12\|42.76\|40.62\|84799;2026-07-06\|41.51\|-0.50\|42.00\|44.20\|41.18\|91733;2026-07-07\|39.94\|-3.78\|42.45\|43.76\|39.70\|81543;2026-07-08\|37.33\|-6.53\|40.08\|40.40\|37.30\|71509;2026-07-09\|37.15\|-0.48\|37.96\|38.35\|34.97\|76891;2026-07-10\|36.81\|-0.92\|36.85\|38.20\|36.75\|60328;2026-07-13\|34.12\|-7.31\|36.46\|36.66\|34.01\|58903
112867	燃气轮机产量缺口将长期存在	燃气轮机+液冷+精密零部件+年报增长行业原因：据央视财经4月7日报道，液冷系统也正成为新一代数据中心的关键基础设施。在需求激增之下，多家生产企业处于满负荷生产状态，并在不断扩充产能。有企业表示，今年第一季度，公司液冷产品产量已超去年半年水平，客户数量较去年同期实现数倍增长。公司原因： 1、据2026年3月31日-4月3日投资者关系活动记录表，公司压缩机零部件已批量应用于数据中心冷水机组、液冷设备及间接蒸发冷却系统，直接受益AI算力需求爆发。 2、据2026年3月31日-4月3日投资者关系活动记录表，公司燃气轮机核心零部件已实现向国际头部品牌商批量供货，并同步推进墨西哥工厂建设，预计2026年第二季度投产，强化北美AIDC供应链布局。 3、据2026年3月31日发布的2025年年度报告，公司2025年营收12.54亿元、净利2.28亿元，同比分别增长14.19%、21.46%，盈利拐点确认；同时拟每10股派3.5元，分红率36.97%，现金流稳健。	公司燃气轮机零部件产品已向数据中心客户小批量供货，墨西哥工厂预计2025年底投产	2026-03-03\|58.00\|-8.20\|62.77\|62.77\|57.70\|120450;2026-03-04\|58.19\|0.33\|56.33\|59.89\|56.21\|83756;2026-03-05\|59.22\|1.77\|60.00\|62.44\|58.70\|83494;2026-03-06\|60.83\|2.72\|59.22\|63.76\|57.77\|121523;2026-03-09\|62.80\|3.24\|57.20\|63.39\|56.48\|101185;2026-03-10\|64.03\|1.96\|63.52\|65.50\|62.81\|71272;2026-03-11\|60.82\|-5.01\|63.93\|63.93\|59.95\|67903;2026-03-12\|58.19\|-4.32\|59.80\|60.43\|57.40\|63207;2026-03-13\|55.88\|-3.97\|57.33\|57.50\|55.65\|58578;2026-03-16\|59.80\|7.01\|56.00\|59.99\|53.36\|95250;2026-03-17\|58.06\|-2.91\|59.80\|60.99\|57.70\|59484;2026-03-18\|60.57\|4.32\|59.22\|61.30\|58.40\|56550;2026-03-19\|55.35\|-8.62\|59.00\|60.18\|55.00\|70758;2026-03-20\|53.68\|-3.02\|56.60\|57.29\|53.68\|52030;2026-03-23\|51.42\|-4.21\|53.05\|54.18\|51.00\|57203;2026-03-24\|54.26\|5.52\|53.50\|54.56\|52.27\|69302;2026-03-25\|55.35\|2.01\|55.88\|57.43\|54.35\|49828;2026-03-26\|53.80\|-2.80\|55.72\|55.72\|53.50\|32609;2026-03-27\|53.82\|0.04\|52.62\|55.06\|52.10\|39428;2026-03-30\|53.73\|-0.17\|54.32\|54.98\|52.95\|35565;2026-03-31\|49.85\|-7.22\|54.00\|54.29\|49.80\|71492;2026-04-01\|52.20\|4.71\|51.10\|53.27\|50.02\|80688;2026-04-02\|49.01\|-6.11\|52.53\|52.53\|48.35\|83642;2026-04-03\|48.88\|-0.27\|49.12\|49.99\|48.50\|49626;2026-04-07\|48.16\|-1.47\|49.83\|49.83\|48.06\|29855;2026-04-08\|52.98\|10.01\|50.10\|52.98\|50.10\|31368;2026-04-09\|53.66\|1.28\|53.65\|55.25\|52.63\|105620;2026-04-10\|59.03\|10.01\|55.70\|59.03\|54.57\|70295;2026-04-13\|58.47\|-0.95\|58.03\|59.43\|56.08\|138645;2026-04-14\|55.23\|-5.54\|58.99\|59.03\|54.53\|145147;2026-04-15\|53.59\|-2.97\|55.30\|56.61\|53.43\|96553;2026-04-16\|58.95\|10.00\|53.56\|58.95\|53.56\|87881;2026-04-17\|60.22\|2.15\|60.00\|62.35\|60.00\|147141;2026-04-20\|61.97\|2.91\|60.57\|62.30\|58.68\|131460;2026-04-21\|60.40\|-2.53\|61.33\|61.33\|59.40\|76798;2026-04-22\|63.50\|5.13\|60.01\|63.50\|58.40\|125518;2026-04-23\|62.11\|-2.19\|65.98\|67.23\|62.00\|131207;2026-04-24\|58.16\|-6.36\|60.42\|61.34\|58.00\|89873;2026-04-27\|57.51\|-1.12\|57.75\|59.35\|57.13\|77916;2026-04-28\|58.35\|1.46\|58.02\|62.30\|57.73\|118174;2026-04-29\|59.55\|2.06\|57.01\|59.59\|56.33\|88786;2026-04-30\|58.54\|-1.70\|58.96\|60.75\|58.10\|87353;2026-05-06\|64.39\|9.99\|60.10\|64.39\|60.05\|152093;2026-05-07\|64.15\|-0.37\|63.95\|64.65\|62.14\|108753;2026-05-08\|65.05\|1.40\|64.00\|65.70\|61.73\|113665;2026-05-11\|62.93\|-3.26\|64.89\|64.91\|61.06\|101770;2026-05-12\|63.30\|0.59\|62.91\|63.80\|61.20\|76247;2026-05-13\|65.76\|3.89\|62.50\|67.92\|61.75\|120549;2026-05-14\|59.18\|-10.01\|65.10\|65.61\|59.18\|122517;2026-05-15\|56.76\|-4.09\|57.57\|58.79\|56.05\|84191;2026-05-18\|56.05\|-1.25\|55.32\|57.34\|55.12\|62963;2026-05-19\|56.42\|0.66\|55.85\|56.68\|54.30\|50400;2026-05-20\|55.89\|-0.94\|56.42\|56.58\|53.64\|64790;2026-05-21\|53.95\|-3.47\|55.80\|57.85\|53.40\|57244;2026-05-22\|54.15\|0.37\|54.23\|55.10\|52.59\|47885;2026-05-25\|55.39\|2.29\|55.50\|56.07\|53.53\|47874;2026-05-26\|53.90\|-2.69\|55.56\|55.60\|52.29\|49285;2026-05-27\|52.99\|-1.69\|53.98\|55.42\|52.33\|46443;2026-05-28\|53.36\|0.70\|52.99\|53.85\|51.60\|46505;2026-05-29\|49.87\|-6.54\|53.53\|53.88\|49.40\|62743;2026-06-01\|49.52\|-0.70\|50.33\|51.65\|49.00\|59447;2026-06-02\|48.15\|-2.77\|49.55\|49.59\|46.96\|65775;2026-06-03\|47.67\|-1.00\|48.49\|49.36\|46.97\|47059;2026-06-04\|52.44\|10.01\|47.47\|52.44\|47.12\|69375;2026-06-05\|49.80\|-5.03\|52.17\|52.43\|49.58\|76660;2026-06-08\|47.20\|-5.22\|47.75\|49.55\|46.68\|53238;2026-06-09\|50.05\|6.04\|47.92\|50.78\|47.54\|68506;2026-06-10\|47.10\|-5.89\|49.38\|49.89\|46.52\|68062;2026-06-11\|46.73\|-0.79\|46.96\|48.15\|46.28\|37519;2026-06-12\|48.15\|3.04\|48.13\|49.56\|47.61\|50944;2026-06-15\|50.00\|3.84\|49.11\|50.77\|47.75\|60846;2026-06-16\|51.59\|3.18\|49.93\|52.40\|49.93\|54388;2026-06-17\|50.52\|-2.07\|51.50\|52.18\|50.01\|49617;2026-06-18\|52.73\|4.37\|51.30\|54.80\|50.70\|81730;2026-06-22\|53.50\|1.46\|53.19\|55.14\|52.15\|61421;2026-06-23\|52.11\|-2.60\|54.79\|55.15\|51.89\|51297;2026-06-24\|50.27\|-3.53\|51.85\|51.85\|49.21\|57093;2026-06-25\|48.92\|-2.69\|50.00\|50.68\|48.59\|55795;2026-06-26\|48.73\|-0.39\|50.00\|52.35\|48.59\|61980;2026-06-29\|53.60\|9.99\|48.78\|53.60\|48.78\|125592;2026-06-30\|56.74\|5.86\|54.56\|57.62\|52.86\|146519;2026-07-01\|57.17\|0.76\|56.85\|57.55\|55.81\|77104;2026-07-02\|51.45\|-10.01\|57.17\|57.17\|51.45\|70526;2026-07-03\|52.64\|2.31\|51.00\|54.57\|49.51\|67137;2026-07-06\|57.52\|10.00\|53.16\|57.52\|52.80\|82972;2026-07-07\|55.80\|-2.99\|59.11\|59.98\|55.08\|133527;2026-07-08\|53.31\|-4.46\|55.78\|56.70\|52.23\|86216;2026-07-09\|52.55\|-1.43\|53.52\|54.30\|48.88\|74072;2026-07-10\|49.20\|-6.37\|52.26\|53.43\|49.08\|61937;2026-07-13\|44.28\|-10.00\|49.56\|49.70\|44.28\|56788
112866	燃气轮机产量缺口将长期存在	铬盐龙头+金属铬+SOFC+可转债获批行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月12日互动易，今年以来公司与BE供应链上主要合作伙伴不断深化合作，近期与该客户签订的具执行约束力的金属铬采购合同金额较其2025年采购金额增幅较高。 2、据2026年4月29日年报，公司是A股唯一以铬化学品为主业的上市公司，全球产能最大、市场份额最高、铬化合物产品线最齐全，2025年金属铬销量同比提升约54%，跃升至国内领先水平。 3、据国海证券2026年6月2日研报，固体氧化物燃料电池SOFC、燃气轮机、商业航天等共同驱动铬盐景气大周期，公司有望优先受益，维持“买入”评级。 4、据2026年6月3日公告，公司向不特定对象发行可转换公司债券申请获得上交所上市审核委员会审核通过。	公司为全球产能最大、产品线最全的铬化学品龙头，金属铬产品在高温合金、铜基、铝基特种合金、高端焊接材料、溅射靶材等领域广泛应用，高温合金是燃气轮机的主要材料，单质铬的添加量在15%~20%之间	2026-03-03\|41.95\|-1.53\|43.00\|45.50\|41.80\|399751;2026-03-04\|41.70\|-0.60\|40.60\|43.33\|40.40\|269145;2026-03-05\|45.87\|10.00\|43.80\|45.87\|42.53\|345310;2026-03-06\|46.72\|1.85\|47.00\|48.35\|44.40\|410300;2026-03-09\|44.10\|-5.61\|44.50\|45.52\|42.05\|418525;2026-03-10\|43.88\|-0.50\|45.90\|46.31\|43.86\|278158;2026-03-11\|41.25\|-5.99\|44.00\|44.98\|40.60\|414286;2026-03-12\|39.00\|-5.45\|40.95\|41.10\|38.36\|332661;2026-03-13\|37.52\|-3.79\|39.02\|39.47\|37.14\|288865;2026-03-16\|36.36\|-3.09\|37.81\|37.95\|35.08\|297265;2026-03-17\|35.87\|-1.35\|36.38\|37.27\|35.73\|212148;2026-03-18\|36.85\|2.73\|35.87\|37.07\|35.87\|194614;2026-03-19\|33.17\|-9.99\|36.02\|36.50\|33.17\|393726;2026-03-20\|32.17\|-3.01\|33.50\|33.80\|32.02\|280444;2026-03-23\|30.62\|-4.82\|31.60\|32.41\|30.34\|267473;2026-03-24\|32.85\|7.28\|31.43\|33.13\|30.60\|287566;2026-03-25\|34.15\|3.96\|33.77\|34.97\|33.50\|281520;2026-03-26\|32.23\|-5.62\|34.07\|34.14\|31.87\|230673;2026-03-27\|31.91\|-0.99\|31.49\|32.39\|31.26\|231998;2026-03-30\|32.30\|1.22\|31.75\|32.97\|31.26\|186233;2026-03-31\|31.38\|-2.85\|32.13\|32.94\|30.80\|180975;2026-04-01\|32.45\|3.41\|32.36\|33.30\|32.12\|215785;2026-04-02\|31.53\|-2.84\|32.63\|32.88\|31.33\|149618;2026-04-03\|34.68\|9.99\|31.50\|34.68\|31.37\|289835;2026-04-07\|36.33\|4.76\|33.92\|36.60\|33.71\|547692;2026-04-08\|38.99\|7.32\|36.45\|39.56\|35.61\|449797;2026-04-09\|37.98\|-2.59\|38.89\|39.20\|37.40\|289108;2026-04-10\|38.60\|1.63\|38.44\|39.20\|37.35\|226716;2026-04-13\|36.88\|-4.46\|37.85\|38.00\|36.28\|277755;2026-04-14\|37.74\|2.33\|39.00\|39.81\|37.11\|343761;2026-04-15\|35.70\|-5.41\|38.66\|38.98\|34.99\|394861;2026-04-16\|37.90\|6.16\|36.50\|38.00\|36.31\|403038;2026-04-17\|35.69\|-5.83\|36.55\|36.76\|35.29\|383908;2026-04-20\|35.50\|-0.53\|35.35\|36.49\|34.12\|300990;2026-04-21\|37.30\|5.07\|35.99\|37.40\|34.94\|384340;2026-04-22\|38.05\|2.01\|36.88\|38.60\|36.40\|296889;2026-04-23\|37.66\|-1.02\|38.80\|39.44\|37.20\|286744;2026-04-24\|37.49\|-0.45\|37.55\|37.96\|36.71\|166369;2026-04-27\|36.21\|-3.41\|37.48\|37.51\|36.07\|194749;2026-04-28\|35.58\|-1.74\|36.00\|36.00\|34.40\|235697;2026-04-29\|35.55\|-0.08\|36.32\|37.65\|34.50\|437281;2026-04-30\|34.98\|-1.60\|36.50\|38.13\|34.70\|534704;2026-05-06\|37.00\|5.77\|35.68\|37.66\|35.11\|456117;2026-05-07\|40.70\|10.00\|37.05\|40.70\|36.41\|485881;2026-05-08\|39.85\|-2.09\|40.27\|40.66\|38.80\|405595;2026-05-11\|40.08\|0.58\|40.26\|41.38\|39.78\|301191;2026-05-12\|40.52\|1.10\|39.60\|41.99\|39.50\|326231;2026-05-13\|40.83\|0.77\|40.18\|41.50\|39.75\|296653;2026-05-14\|39.12\|-4.19\|40.60\|41.94\|39.10\|269394;2026-05-15\|39.46\|0.87\|39.77\|41.77\|38.85\|377541;2026-05-18\|39.17\|-0.73\|39.01\|41.37\|38.70\|312098;2026-05-19\|43.09\|10.01\|39.98\|43.09\|39.98\|466299;2026-05-20\|42.01\|-2.51\|43.31\|43.86\|40.72\|409892;2026-05-21\|42.56\|1.31\|42.01\|44.32\|42.01\|363462;2026-05-22\|45.00\|5.73\|43.02\|46.80\|43.02\|432529;2026-05-25\|46.00\|2.22\|44.80\|46.95\|44.20\|332538;2026-05-26\|41.40\|-10.00\|45.05\|45.15\|41.40\|414161;2026-05-27\|37.52\|-9.37\|41.32\|42.36\|37.26\|542072;2026-05-28\|38.96\|3.84\|37.44\|39.61\|36.10\|364119;2026-05-29\|35.06\|-10.01\|38.53\|38.99\|35.06\|381427;2026-06-01\|35.12\|0.17\|35.16\|37.76\|34.80\|376743;2026-06-02\|34.58\|-1.54\|35.20\|35.32\|33.01\|273902;2026-06-03\|34.95\|1.07\|34.58\|35.90\|34.32\|228576;2026-06-04\|38.45\|10.01\|34.31\|38.45\|34.14\|586539;2026-06-05\|36.28\|-5.64\|37.50\|38.19\|35.76\|408815;2026-06-08\|32.65\|-10.01\|34.60\|35.28\|32.65\|398138;2026-06-09\|34.43\|5.45\|33.15\|34.60\|31.96\|313947;2026-06-10\|34.03\|-1.16\|34.00\|34.22\|32.96\|225213;2026-06-11\|31.89\|-6.29\|33.80\|33.90\|31.50\|306571;2026-06-12\|32.04\|0.47\|32.80\|33.49\|32.00\|236294;2026-06-15\|34.34\|7.18\|33.29\|34.53\|32.40\|249486;2026-06-16\|35.75\|4.11\|34.27\|36.28\|33.69\|262385;2026-06-17\|36.18\|1.20\|35.50\|36.80\|34.90\|263900;2026-06-18\|36.09\|-0.25\|36.09\|37.78\|35.60\|293200;2026-06-22\|39.70\|10.00\|37.00\|39.70\|36.00\|558854;2026-06-23\|39.03\|-1.69\|39.33\|40.54\|37.60\|416216;2026-06-24\|42.16\|8.02\|39.08\|42.91\|37.02\|539573;2026-06-25\|46.38\|10.01\|44.26\|46.38\|43.92\|431598;2026-06-26\|42.74\|-7.85\|46.00\|46.38\|42.65\|456101;2026-06-29\|42.08\|-1.54\|42.31\|44.58\|41.27\|334628;2026-06-30\|46.29\|10.00\|41.32\|46.29\|41.27\|422073;2026-07-01\|49.50\|6.93\|49.03\|50.92\|47.77\|681210;2026-07-02\|45.24\|-8.61\|49.00\|49.00\|44.75\|495436;2026-07-03\|44.30\|-2.08\|45.34\|46.66\|43.83\|335820;2026-07-06\|48.73\|10.00\|45.58\|48.73\|45.37\|102582;2026-07-07\|44.51\|-8.66\|49.00\|50.00\|44.14\|589438;2026-07-08\|41.80\|-6.09\|44.68\|45.22\|41.48\|337516;2026-07-09\|43.21\|3.37\|42.64\|43.75\|41.06\|288253;2026-07-10\|40.26\|-6.83\|42.89\|43.65\|40.10\|286728;2026-07-13\|36.25\|-9.96\|39.20\|40.30\|36.23\|316353
112865	燃气轮机产量缺口将长期存在	燃气轮机+北美数据中心+油气装备行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2026年4月2日公告，全资子公司GPS再签30,140万美元燃气轮机发电机组合同，为北美数据中心供电，占2024年营收15.58%，系2025年11月以来第六份同类订单，累计北美燃气轮机订单金额约11.3亿美元。 2、据2025年4月10日年报及2025年6月18日投资者关系活动记录表，公司形成“油气+新能源”双主业，燃气发电装备覆盖全产业链，2024年海外收入占比45.20%。 3、据2025年12月17日投资者关系活动记录表及2026年2月25日机构调研，公司在北美具备燃气轮机发电设备总装产能，迪拜基地在建，可弹性调节海内外产能保障交付。	公司签署北美数据中心发电机组销售合同，合同金额超1亿美元，标志着公司模块化、智能化发电解决方案成功进入北美高端电力市场	2026-03-03\|122.97\|-1.62\|124.36\|129.99\|118.00\|358623;2026-03-04\|115.61\|-5.99\|120.50\|121.80\|113.56\|337766;2026-03-05\|123.41\|6.75\|118.00\|125.68\|117.22\|278264;2026-03-06\|122.50\|-0.74\|122.44\|125.60\|116.86\|218641;2026-03-09\|118.50\|-3.27\|119.83\|122.48\|113.20\|205048;2026-03-10\|119.80\|1.10\|118.53\|121.55\|114.88\|228986;2026-03-11\|112.01\|-6.50\|116.34\|117.80\|111.09\|305659;2026-03-12\|108.47\|-3.16\|112.01\|112.38\|107.00\|230024;2026-03-13\|105.23\|-2.99\|108.47\|108.50\|104.28\|239138;2026-03-16\|101.44\|-3.60\|105.23\|105.60\|98.55\|257225;2026-03-17\|100.70\|-0.73\|101.44\|105.50\|100.00\|209705;2026-03-18\|102.80\|2.09\|101.50\|103.83\|99.00\|208768;2026-03-19\|97.99\|-4.68\|101.76\|103.45\|97.40\|190787;2026-03-20\|96.16\|-1.87\|99.50\|100.32\|96.00\|158755;2026-03-23\|93.80\|-2.45\|94.45\|97.30\|92.79\|194525;2026-03-24\|99.00\|5.54\|96.21\|99.33\|95.69\|231314;2026-03-25\|100.31\|1.32\|101.17\|105.30\|99.70\|277311;2026-03-26\|98.26\|-2.04\|100.30\|101.27\|97.80\|138629;2026-03-27\|98.20\|-0.06\|96.96\|99.75\|96.15\|120099;2026-03-30\|93.79\|-4.49\|94.95\|94.95\|89.36\|401899;2026-03-31\|96.80\|3.21\|98.00\|100.20\|96.03\|375702;2026-04-01\|100.41\|3.73\|101.00\|103.26\|98.19\|292277;2026-04-02\|108.00\|7.56\|103.44\|110.45\|103.44\|400552;2026-04-03\|107.37\|-0.58\|106.63\|110.20\|106.02\|239248;2026-04-07\|101.66\|-5.32\|107.31\|107.46\|100.70\|234699;2026-04-08\|111.83\|10.00\|107.88\|111.83\|107.54\|251721;2026-04-09\|112.49\|0.59\|111.61\|114.94\|108.60\|266908;2026-04-10\|117.46\|4.42\|113.00\|120.68\|111.16\|231096;2026-04-13\|111.73\|-4.88\|116.00\|116.16\|110.00\|270230;2026-04-14\|110.75\|-0.88\|113.10\|113.90\|109.09\|207470;2026-04-15\|109.48\|-1.15\|111.66\|113.89\|109.05\|167673;2026-04-16\|116.30\|6.23\|109.50\|117.34\|109.11\|237118;2026-04-17\|121.18\|4.20\|115.13\|123.83\|114.88\|280638;2026-04-20\|118.02\|-2.61\|121.00\|121.00\|116.10\|173792;2026-04-21\|117.15\|-0.74\|117.95\|120.82\|115.85\|138067;2026-04-22\|122.16\|4.28\|116.12\|122.58\|116.10\|168968;2026-04-23\|130.39\|6.74\|128.26\|134.38\|125.60\|259964;2026-04-24\|131.00\|0.47\|130.00\|132.22\|124.10\|189087;2026-04-27\|129.30\|-1.30\|129.97\|135.00\|127.80\|143459;2026-04-28\|125.03\|-3.30\|128.42\|129.22\|124.00\|134382;2026-04-29\|127.25\|1.78\|124.33\|128.82\|123.40\|114470;2026-04-30\|137.00\|7.66\|127.60\|139.60\|123.23\|293370;2026-05-06\|150.04\|9.52\|144.10\|150.70\|143.85\|247313;2026-05-07\|150.80\|0.51\|149.96\|151.99\|144.20\|159412;2026-05-08\|146.38\|-2.93\|149.00\|149.60\|142.79\|176352;2026-05-11\|144.72\|-1.13\|146.40\|147.20\|140.10\|212247;2026-05-12\|143.80\|-0.64\|144.72\|146.26\|140.00\|163394;2026-05-13\|148.95\|3.58\|142.88\|151.70\|139.81\|176210;2026-05-14\|138.67\|-6.90\|146.51\|148.77\|138.00\|201214;2026-05-15\|137.86\|-0.58\|141.16\|144.76\|136.80\|165154;2026-05-18\|139.15\|0.94\|136.08\|141.75\|134.96\|136889;2026-05-19\|138.81\|-0.24\|137.95\|140.48\|135.28\|118924;2026-05-20\|136.03\|-2.00\|140.00\|141.90\|132.18\|172068;2026-05-21\|132.98\|-2.24\|137.50\|139.80\|132.88\|137462;2026-05-22\|133.25\|0.20\|133.20\|136.50\|131.23\|183946;2026-05-25\|137.35\|3.08\|133.69\|137.61\|130.75\|182626;2026-05-26\|134.05\|-2.40\|138.58\|138.70\|132.00\|143061;2026-05-27\|141.46\|5.53\|138.00\|144.75\|138.00\|245474;2026-05-28\|148.08\|4.68\|142.00\|149.45\|140.08\|207036;2026-05-29\|140.40\|-5.19\|147.80\|147.98\|139.23\|191741;2026-06-01\|147.00\|4.70\|143.00\|154.44\|142.56\|248028;2026-06-02\|148.09\|0.74\|147.70\|150.74\|142.66\|195591;2026-06-03\|143.04\|-3.41\|148.09\|151.99\|141.58\|210667;2026-06-04\|157.34\|10.00\|143.25\|157.34\|141.68\|246241;2026-06-05\|151.38\|-3.79\|162.98\|162.98\|150.01\|299090;2026-06-08\|147.22\|-2.30\|141.52\|149.20\|140.28\|217070;2026-06-09\|151.42\|2.85\|151.80\|153.02\|144.46\|166286;2026-06-10\|144.80\|-4.37\|147.50\|149.00\|136.28\|476224;2026-06-11\|145.01\|0.14\|140.93\|149.32\|139.60\|237856;2026-06-12\|144.90\|-0.08\|152.26\|158.00\|144.90\|298977;2026-06-15\|154.87\|6.88\|146.01\|155.55\|144.08\|233726;2026-06-16\|152.51\|-1.52\|153.33\|159.48\|151.87\|177929;2026-06-17\|157.65\|3.37\|151.00\|159.99\|150.53\|144060;2026-06-18\|164.22\|4.17\|160.49\|172.77\|159.28\|191077;2026-06-22\|173.66\|5.75\|164.01\|175.50\|164.01\|171390;2026-06-23\|164.70\|-5.16\|173.66\|175.50\|164.22\|130301;2026-06-24\|159.14\|-3.38\|163.90\|166.52\|158.64\|154162;2026-06-25\|163.51\|2.75\|159.19\|167.99\|159.19\|147622;2026-06-26\|161.53\|-1.21\|163.00\|166.70\|160.03\|115972;2026-06-29\|150.69\|-6.71\|163.17\|165.63\|145.40\|268314;2026-06-30\|152.50\|1.20\|151.49\|156.98\|150.92\|147242;2026-07-01\|154.64\|1.40\|154.09\|162.48\|153.44\|138526;2026-07-02\|146.78\|-5.08\|146.39\|152.70\|144.73\|142228;2026-07-03\|161.46\|10.00\|146.00\|161.46\|146.00\|163289;2026-07-06\|171.11\|5.98\|164.88\|176.59\|161.88\|237108;2026-07-07\|168.81\|-1.34\|172.92\|174.77\|165.23\|149764;2026-07-08\|157.99\|-6.41\|169.00\|172.39\|157.86\|136691;2026-07-09\|168.00\|6.34\|161.86\|168.48\|158.58\|169005;2026-07-10\|151.20\|-10.00\|170.00\|170.00\|151.20\|197554;2026-07-13\|138.34\|-8.51\|147.93\|152.28\|136.90\|241495
112864		国资入主+婴配粉+全家营养 1、据2026年6月4日公告，控股股东小贝大美控股重整计划获法院裁定批准，重整投资人金华臻合及其一致行动人将合计控制公司13.35%股份，实际控制人拟变更为金华市国资委。 2、据2026年5月13日投资者关系活动记录表，公司主营婴幼儿配方奶粉，2025年奶粉收入24.54亿元，占总营收92.83%。 3、据2026年5月13日投资者关系活动记录表及2025年年报，公司在稳固婴配粉基础上，拓展全家营养业务，已开发中老年营养奶粉，围绕“母婴生态、全家营养、全家健康、美好生活”四大业务模块打造第二增长曲线。	国内奶粉龙头，实际控制人拟变更为金华市国资委	2026-03-03\|6.30\|0.32\|6.25\|6.42\|6.18\|1004201;2026-03-04\|6.06\|-3.81\|6.22\|6.33\|5.92\|930276;2026-03-05\|5.96\|-1.65\|6.07\|6.11\|5.93\|666327;2026-03-06\|6.09\|2.18\|5.91\|6.11\|5.85\|574775;2026-03-09\|5.86\|-3.78\|5.97\|6.04\|5.82\|577115;2026-03-10\|5.89\|0.51\|5.87\|5.91\|5.86\|259736;2026-03-11\|5.83\|-1.02\|5.87\|5.89\|5.82\|259106;2026-03-12\|5.70\|-2.23\|5.83\|5.84\|5.68\|354375;2026-03-13\|5.72\|0.35\|5.68\|5.73\|5.65\|201772;2026-03-16\|5.77\|0.87\|5.68\|5.78\|5.68\|173066;2026-03-17\|5.68\|-1.56\|5.77\|5.78\|5.68\|166795;2026-03-18\|5.72\|0.70\|5.72\|5.72\|5.66\|139992;2026-03-19\|5.89\|2.97\|6.07\|6.18\|5.87\|920204;2026-03-20\|5.78\|-1.87\|5.75\|5.94\|5.65\|604173;2026-03-23\|5.22\|-9.69\|5.66\|5.70\|5.20\|571829;2026-03-24\|5.29\|1.34\|5.38\|5.38\|5.19\|302598;2026-03-25\|5.31\|0.38\|5.26\|5.34\|5.24\|324630;2026-03-26\|5.17\|-2.64\|5.29\|5.30\|5.16\|294347;2026-03-27\|5.21\|0.77\|5.08\|5.22\|5.03\|219899;2026-03-30\|5.15\|-1.15\|5.16\|5.20\|5.10\|178210;2026-03-31\|5.11\|-0.78\|5.15\|5.26\|5.11\|218920;2026-04-01\|5.14\|0.59\|5.16\|5.19\|5.11\|147504;2026-04-02\|5.05\|-1.75\|5.12\|5.15\|5.03\|195965;2026-04-03\|4.89\|-3.17\|5.06\|5.07\|4.88\|211225;2026-04-07\|4.95\|1.23\|4.89\|4.96\|4.82\|177447;2026-04-08\|5.10\|3.03\|4.99\|5.11\|4.99\|248799;2026-04-09\|5.04\|-1.18\|5.05\|5.10\|4.99\|181670;2026-04-10\|5.12\|1.59\|5.10\|5.19\|5.04\|279086;2026-04-13\|5.09\|-0.59\|5.10\|5.10\|5.04\|180227;2026-04-14\|5.08\|-0.20\|5.08\|5.12\|5.03\|165254;2026-04-15\|5.03\|-0.98\|5.08\|5.09\|5.02\|129278;2026-04-16\|5.06\|0.60\|5.02\|5.08\|4.99\|160500;2026-04-17\|5.04\|-0.40\|5.06\|5.06\|5.00\|151232;2026-04-20\|5.04\|0.00\|5.02\|5.06\|5.00\|132996;2026-04-21\|4.96\|-1.59\|5.04\|5.05\|4.95\|225797;2026-04-22\|4.95\|-0.20\|4.94\|5.02\|4.90\|218799;2026-04-23\|4.93\|-0.40\|4.93\|5.01\|4.88\|216384;2026-04-24\|4.87\|-1.22\|4.91\|4.92\|4.83\|164889;2026-04-27\|4.91\|0.82\|4.87\|4.91\|4.74\|231087;2026-04-28\|4.84\|-1.43\|4.90\|4.91\|4.82\|151364;2026-04-29\|4.95\|2.27\|4.84\|5.02\|4.82\|242799;2026-04-30\|5.03\|1.62\|4.94\|5.03\|4.93\|233959;2026-05-06\|5.01\|-0.40\|5.04\|5.04\|4.97\|196119;2026-05-07\|4.99\|-0.40\|5.02\|5.05\|4.96\|208037;2026-05-08\|5.04\|1.00\|4.98\|5.06\|4.96\|263474;2026-05-11\|5.17\|2.58\|5.06\|5.26\|5.04\|504256;2026-05-12\|5.13\|-0.77\|5.17\|5.25\|5.11\|302184;2026-05-13\|5.19\|1.17\|5.14\|5.26\|5.13\|342646;2026-05-14\|5.11\|-1.54\|5.19\|5.23\|5.11\|246201;2026-05-15\|5.06\|-0.98\|5.11\|5.13\|5.01\|227125;2026-05-18\|4.93\|-2.57\|5.02\|5.03\|4.86\|264570;2026-05-19\|4.92\|-0.20\|4.91\|4.98\|4.85\|190299;2026-05-20\|4.85\|-1.42\|4.90\|4.91\|4.83\|160558;2026-05-21\|4.79\|-1.24\|4.85\|4.89\|4.77\|283690;2026-05-22\|4.82\|0.63\|4.83\|4.87\|4.79\|184063;2026-05-25\|4.86\|0.83\|4.80\|4.95\|4.78\|201338;2026-05-26\|4.85\|-0.21\|4.88\|4.90\|4.79\|209821;2026-05-27\|4.89\|0.82\|4.81\|4.93\|4.75\|265576;2026-05-28\|4.92\|0.61\|4.85\|4.94\|4.80\|277700;2026-05-29\|4.99\|1.42\|4.90\|5.03\|4.88\|332974;2026-06-01\|5.14\|3.01\|5.03\|5.29\|4.94\|537315;2026-06-02\|5.11\|-0.58\|5.02\|5.24\|4.95\|532240;2026-06-03\|5.20\|1.76\|5.40\|5.62\|5.18\|1090207;2026-06-04\|5.72\|10.00\|5.10\|5.72\|5.10\|1516130;2026-06-05\|5.60\|-2.10\|5.56\|5.97\|5.44\|1688934;2026-06-08\|5.27\|-5.89\|5.43\|5.66\|5.26\|972271;2026-06-09\|5.36\|1.71\|5.29\|5.43\|5.21\|770251;2026-06-10\|5.16\|-3.73\|5.31\|5.38\|5.11\|662868;2026-06-11\|4.76\|-7.75\|5.09\|5.11\|4.76\|659521;2026-06-12\|4.78\|0.42\|4.78\|4.93\|4.66\|449887;2026-06-15\|4.88\|2.09\|4.78\|4.95\|4.76\|351839;2026-06-16\|4.79\|-1.84\|4.85\|4.86\|4.77\|279438;2026-06-17\|4.67\|-2.51\|4.78\|4.85\|4.67\|320648;2026-06-18\|4.72\|1.07\|4.77\|4.79\|4.68\|203807;2026-06-22\|4.60\|-2.54\|4.72\|4.72\|4.50\|276539;2026-06-23\|4.55\|-1.09\|4.56\|4.64\|4.54\|174708;2026-06-24\|4.35\|-4.40\|4.56\|4.57\|4.34\|262494;2026-06-25\|4.16\|-4.37\|4.33\|4.35\|4.14\|300905;2026-06-26\|4.07\|-2.16\|4.15\|4.17\|4.04\|194475;2026-06-29\|4.06\|-0.25\|4.03\|4.11\|3.92\|240709;2026-06-30\|3.98\|-1.97\|4.03\|4.07\|3.95\|221014;2026-07-01\|4.05\|1.76\|3.97\|4.08\|3.96\|237613;2026-07-02\|4.04\|-0.25\|4.04\|4.13\|4.02\|215131;2026-07-03\|4.08\|0.99\|4.08\|4.13\|4.06\|205237;2026-07-06\|4.11\|0.74\|4.09\|4.14\|4.05\|208233;2026-07-07\|4.12\|0.24\|4.14\|4.14\|4.04\|199053;2026-07-08\|4.01\|-2.67\|4.09\|4.10\|4.01\|132320;2026-07-09\|3.93\|-2.00\|4.00\|4.03\|3.87\|184924;2026-07-10\|4.02\|2.29\|3.90\|4.07\|3.85\|240115;2026-07-13\|3.91\|-2.74\|4.02\|4.04\|3.90\|145083
112863		股权转让+智慧水务+AI应用 1、据2026年6月3日公告，公司股东李郁丰、晟捷投资、晟盈投资拟向临昭投资协议转让合计5.00%股份，转让价格为14.86元/股，总价款1.46亿元；受让方临昭投资承诺12个月内不减持，并认可公司长期价值。 2、据2026年4月24日年报，公司深化“AI+水务”战略，将大语言模型接入自主研发AI平台，并完成DeepSeek系列模型部署，推动水务场景AI应用。 3、据2026年5月11日投资者关系活动记录表及2025年半年度报告，公司定位于智慧水务领域，构建了涵盖智能远传水表、智慧水厂、智慧水利等在内的涉水全链条业务体系。	公司股东拟协议转让5%股份，嘉兴临昭股权投资合伙企业及其一致行动人合计持股比例已升至10.03%	2026-03-03\|25.94\|-4.84\|27.26\|27.60\|25.89\|17749;2026-03-04\|26.37\|1.66\|25.81\|27.21\|25.60\|23617;2026-03-05\|26.81\|1.67\|26.84\|27.50\|26.49\|20455;2026-03-06\|27.15\|1.27\|26.73\|27.20\|26.65\|12253;2026-03-09\|26.65\|-1.84\|26.81\|26.81\|25.87\|16254;2026-03-10\|27.25\|2.25\|26.76\|27.27\|26.76\|11525;2026-03-11\|27.56\|1.14\|27.39\|28.38\|27.33\|23742;2026-03-12\|26.49\|-3.88\|27.57\|28.02\|26.40\|16457;2026-03-13\|25.93\|-2.11\|26.96\|26.96\|25.91\|14666;2026-03-16\|26.85\|3.55\|25.96\|27.48\|25.62\|28316;2026-03-17\|26.48\|-1.38\|27.20\|27.38\|26.36\|12678;2026-03-18\|26.73\|0.94\|26.71\|26.79\|26.22\|6692;2026-03-19\|26.02\|-2.66\|26.55\|26.62\|25.95\|10872;2026-03-20\|25.98\|-0.15\|26.03\|26.71\|25.80\|16753;2026-03-23\|23.83\|-8.28\|25.69\|25.69\|23.79\|19947;2026-03-24\|24.30\|1.97\|24.63\|24.78\|23.72\|9607;2026-03-25\|24.37\|0.29\|24.37\|25.38\|24.30\|10731;2026-03-26\|25.40\|4.23\|24.42\|26.20\|23.91\|29167;2026-03-27\|24.69\|-2.80\|25.10\|25.10\|24.48\|14364;2026-03-30\|24.36\|-1.34\|24.40\|24.54\|23.92\|10435;2026-03-31\|23.87\|-2.01\|24.44\|24.68\|23.81\|10561;2026-04-01\|24.28\|1.72\|24.30\|24.33\|23.96\|5838;2026-04-02\|24.40\|0.49\|24.28\|25.20\|24.03\|12780;2026-04-03\|24.07\|-1.35\|24.40\|24.56\|23.88\|7139;2026-04-07\|24.43\|1.50\|24.07\|24.63\|24.02\|7003;2026-04-08\|24.98\|2.25\|25.03\|25.19\|24.65\|14659;2026-04-09\|24.71\|-1.08\|25.05\|25.05\|24.60\|7655;2026-04-10\|25.03\|1.29\|24.95\|25.34\|24.89\|10180;2026-04-13\|24.79\|-0.96\|25.15\|25.18\|24.63\|10200;2026-04-14\|24.94\|0.61\|24.97\|25.00\|24.54\|8472;2026-04-15\|24.69\|-1.00\|24.80\|25.00\|24.20\|16391;2026-04-16\|24.75\|0.24\|24.70\|25.15\|24.60\|12598;2026-04-17\|25.91\|4.69\|24.77\|26.12\|24.77\|26618;2026-04-20\|26.26\|1.35\|26.09\|26.40\|25.91\|13902;2026-04-21\|26.46\|0.76\|26.27\|26.51\|26.03\|12836;2026-04-22\|26.40\|-0.23\|26.58\|26.58\|25.95\|12451;2026-04-23\|26.51\|0.42\|26.58\|26.66\|25.76\|17896;2026-04-24\|26.59\|0.30\|26.47\|26.96\|26.20\|19054;2026-04-27\|26.37\|-0.83\|26.64\|27.02\|26.11\|18828;2026-04-28\|25.74\|-2.39\|26.24\|26.24\|25.20\|21500;2026-04-29\|25.97\|0.89\|25.41\|26.27\|25.41\|17499;2026-04-30\|26.54\|2.19\|25.87\|26.77\|25.80\|14645;2026-05-06\|26.39\|-0.57\|26.77\|26.90\|26.00\|16698;2026-05-07\|26.46\|0.27\|26.54\|26.79\|26.30\|10579;2026-05-08\|26.49\|0.11\|26.80\|26.80\|26.13\|11564;2026-05-11\|27.00\|1.93\|26.74\|27.19\|26.40\|23206;2026-05-12\|26.25\|-2.78\|27.01\|27.26\|26.00\|17670;2026-05-13\|27.43\|4.50\|26.24\|27.80\|26.00\|31668;2026-05-14\|27.64\|0.77\|28.31\|29.49\|27.51\|43448;2026-05-15\|27.80\|0.58\|27.59\|28.20\|27.09\|27719;2026-05-18\|28.25\|1.62\|27.67\|28.44\|27.36\|23593;2026-05-19\|28.34\|0.32\|28.23\|29.15\|27.94\|20507;2026-05-20\|28.28\|-0.21\|28.02\|28.32\|27.60\|16110;2026-05-21\|27.24\|-3.68\|28.28\|28.66\|27.19\|22324;2026-05-22\|27.80\|2.06\|27.54\|28.10\|27.02\|20531;2026-05-25\|27.31\|-1.76\|28.07\|28.55\|27.14\|18784;2026-05-26\|26.19\|-4.10\|27.81\|27.81\|25.89\|21873;2026-05-27\|18.30\|-2.24\|19.00\|19.00\|18.01\|23063;2026-05-28\|18.24\|-0.33\|18.29\|18.65\|17.83\|23091;2026-05-29\|17.39\|-4.66\|18.33\|18.66\|17.18\|22742;2026-06-01\|19.45\|11.85\|17.23\|19.86\|17.23\|59976;2026-06-02\|19.40\|-0.26\|19.47\|19.83\|18.03\|64186;2026-06-03\|18.65\|-3.87\|20.04\|20.48\|18.45\|36324;2026-06-04\|22.38\|20.00\|22.38\|22.38\|21.43\|124587;2026-06-05\|19.98\|-10.72\|22.24\|22.24\|19.75\|187649;2026-06-08\|17.85\|-10.66\|18.95\|19.32\|17.51\|105653;2026-06-09\|17.24\|-3.42\|18.00\|18.06\|16.91\|77051;2026-06-10\|16.40\|-4.87\|16.91\|16.91\|16.18\|61202;2026-06-11\|15.82\|-3.54\|16.30\|16.30\|15.73\|42437;2026-06-12\|15.74\|-0.51\|16.45\|16.48\|15.72\|29476;2026-06-15\|16.16\|2.67\|16.00\|16.36\|15.82\|29251;2026-06-16\|16.16\|0.00\|16.40\|16.40\|15.46\|49590;2026-06-17\|15.70\|-2.85\|16.00\|16.00\|15.60\|32495;2026-06-18\|15.15\|-3.50\|15.90\|15.90\|15.07\|39760;2026-06-22\|15.30\|0.99\|15.33\|15.40\|14.67\|37815;2026-06-23\|15.60\|1.96\|15.15\|15.74\|15.15\|31204;2026-06-24\|15.22\|-2.44\|15.60\|15.60\|14.98\|26570;2026-06-25\|14.84\|-2.50\|15.15\|15.34\|14.81\|24549;2026-06-26\|14.51\|-2.22\|14.77\|14.95\|14.44\|21168;2026-06-29\|13.83\|-4.69\|14.59\|14.59\|13.58\|51533;2026-06-30\|13.93\|0.72\|13.83\|14.17\|13.53\|28276;2026-07-01\|14.37\|3.16\|14.70\|14.70\|13.86\|30487;2026-07-02\|14.38\|0.07\|14.42\|14.63\|14.20\|27959;2026-07-03\|15.04\|4.59\|14.43\|15.17\|14.24\|30336;2026-07-06\|14.73\|-2.06\|15.08\|15.19\|14.63\|22190;2026-07-07\|14.27\|-3.12\|14.87\|14.87\|14.20\|15735;2026-07-08\|14.17\|-0.70\|14.39\|14.39\|13.98\|18172;2026-07-09\|14.13\|-0.28\|14.17\|14.36\|13.70\|16566;2026-07-10\|14.07\|-0.42\|14.04\|14.42\|13.91\|18913;2026-07-13\|13.33\|-5.26\|13.92\|13.98\|13.25\|20201
112862		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\|7.53\|-8.28\|8.00\|8.22\|7.51\|1677163
112861	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	投建高阶HDI+1.6T光模块+HDI龙头行业原因：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%。公司原因： 1、据2026年6月25日公告，公司全资子公司赣州红板拟使用不超过9亿元投资建设高阶HDI精密电路板生产线设备升级智能化改造项目，布局COB直显赛道，提升高附加值产品占比。 2、据2026年6月16日互动易，公司光模块PCB相关产品已顺利完成800G、1.6T规格的技术验证，下游合作客户覆盖行业内多家头部企业，目前1.6T光模块PCB产品正常小批量生产中。 3、据2026年4月2日招股说明书及2026年5月15日机构调研，公司深耕HDI领域二十年，是行业领先的HDI板制造商，产品涵盖HDI板、IC载板等，主要客户包括OPPO、vivo、荣耀、传音、比亚迪、英特尔等。	公司面向光模块领域开展了800G三阶盲孔光模块PCB产品、高传输速率光模块电路板等多项研发项目，有生产1.6T光模块电路板的技术能力，相关业务正根据客户需求有序推进	2026-04-08\|57.70\|225.99\|52.00\|67.59\|49.00\|640788;2026-04-09\|50.27\|-12.88\|53.60\|54.44\|50.11\|483109;2026-04-10\|55.08\|9.57\|52.00\|57.76\|51.50\|505477;2026-04-13\|62.82\|14.05\|54.13\|69.97\|54.13\|514468;2026-04-14\|62.18\|-1.02\|64.70\|65.33\|59.00\|435093;2026-04-15\|68.40\|10.00\|60.36\|68.40\|60.33\|256538;2026-04-16\|68.69\|0.42\|70.00\|72.62\|64.00\|462966;2026-04-17\|67.29\|-2.04\|66.70\|70.73\|66.61\|356016;2026-04-20\|62.91\|-6.51\|65.73\|65.75\|62.56\|334094;2026-04-21\|62.00\|-1.45\|61.50\|63.60\|60.25\|233367;2026-04-22\|63.67\|2.69\|61.16\|64.18\|60.60\|243053;2026-04-23\|59.06\|-7.24\|62.70\|63.19\|59.01\|236586;2026-04-24\|60.10\|1.76\|59.80\|61.47\|59.36\|157888;2026-04-27\|63.54\|5.72\|61.57\|64.27\|61.56\|227779;2026-04-28\|62.99\|-0.87\|62.00\|66.58\|61.51\|209031;2026-04-29\|61.72\|-2.02\|60.91\|62.70\|59.91\|167767;2026-04-30\|61.73\|0.02\|62.63\|64.00\|61.15\|148620;2026-05-06\|66.98\|8.50\|64.98\|67.77\|63.51\|277376;2026-05-07\|73.68\|10.00\|65.87\|73.68\|65.87\|333263;2026-05-08\|81.05\|10.00\|75.00\|81.05\|74.51\|185136;2026-05-11\|89.16\|10.01\|89.16\|89.16\|89.16\|26207;2026-05-12\|93.20\|4.53\|98.08\|98.08\|89.03\|447087;2026-05-13\|94.71\|1.62\|90.37\|99.89\|89.89\|385212;2026-05-14\|85.56\|-9.66\|91.50\|94.50\|85.27\|344482;2026-05-15\|83.80\|-2.06\|83.51\|87.33\|81.60\|212195;2026-05-18\|90.05\|7.46\|83.64\|91.87\|83.64\|276894;2026-05-19\|86.80\|-3.61\|88.00\|90.08\|85.15\|203002;2026-05-20\|89.91\|3.58\|85.22\|93.67\|83.50\|244979;2026-05-21\|96.01\|6.78\|91.79\|98.90\|90.02\|385669;2026-05-22\|105.61\|10.00\|97.50\|105.61\|96.96\|324889;2026-05-25\|108.30\|2.55\|105.00\|115.15\|101.99\|331036;2026-05-26\|112.96\|4.30\|104.00\|115.00\|100.00\|274256;2026-05-27\|104.01\|-7.92\|109.07\|113.58\|103.00\|228969;2026-05-28\|103.53\|-0.46\|100.23\|108.40\|98.00\|205371;2026-05-29\|101.89\|-1.58\|104.00\|108.00\|98.60\|176268;2026-06-01\|91.70\|-10.00\|99.00\|99.99\|91.70\|187936;2026-06-02\|97.11\|5.90\|91.70\|100.00\|88.08\|232982;2026-06-03\|97.72\|0.63\|96.73\|103.25\|95.68\|238375;2026-06-04\|106.99\|9.49\|95.11\|107.49\|94.00\|236813;2026-06-05\|98.48\|-7.95\|104.49\|106.25\|98.45\|191709;2026-06-08\|90.18\|-8.43\|89.80\|95.19\|89.80\|140391;2026-06-09\|93.21\|3.36\|93.00\|95.00\|89.12\|128342;2026-06-10\|83.89\|-10.00\|90.28\|91.10\|83.89\|179592;2026-06-11\|78.80\|-6.07\|80.96\|82.43\|77.20\|172329;2026-06-12\|75.67\|-3.97\|81.22\|82.00\|75.00\|170830;2026-06-15\|80.91\|6.92\|77.18\|81.35\|76.20\|162434;2026-06-16\|85.99\|6.28\|81.97\|88.00\|80.92\|193613;2026-06-17\|89.31\|3.86\|83.50\|91.80\|83.16\|195798;2026-06-18\|90.18\|0.97\|89.00\|93.48\|86.70\|186514;2026-06-22\|88.50\|-1.86\|90.16\|91.20\|86.51\|160666;2026-06-23\|88.00\|-0.56\|87.02\|89.33\|83.38\|145213;2026-06-24\|86.33\|-1.90\|86.35\|88.72\|84.84\|127528;2026-06-25\|94.96\|10.00\|90.60\|94.96\|90.02\|118936;2026-06-26\|92.74\|-2.34\|98.60\|101.50\|90.50\|219702;2026-06-29\|102.01\|10.00\|91.20\|102.01\|84.98\|274405;2026-06-30\|112.21\|10.00\|100.98\|112.21\|98.50\|314606;2026-07-01\|104.69\|-6.70\|109.88\|122.10\|103.22\|318478;2026-07-02\|96.65\|-7.68\|99.63\|107.54\|96.51\|225675;2026-07-03\|97.90\|1.29\|95.89\|101.50\|93.48\|184006;2026-07-06\|94.92\|-3.04\|98.81\|102.86\|92.90\|150697;2026-07-07\|89.74\|-5.46\|94.86\|97.12\|87.91\|138876;2026-07-08\|86.39\|-3.73\|89.74\|90.80\|84.05\|102067;2026-07-09\|93.80\|8.58\|89.00\|94.32\|87.28\|167903;2026-07-10\|91.05\|-2.93\|94.00\|99.93\|91.05\|179290;2026-07-13\|88.18\|-3.15\|89.74\|92.50\|86.57\|125247
112860	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一	2026-03-03\|76.22\|-6.90\|81.96\|82.49\|75.80\|916600;2026-03-04\|76.00\|-0.29\|75.55\|78.40\|74.65\|637145;2026-03-05\|76.45\|0.59\|78.01\|79.31\|75.62\|730877;2026-03-06\|75.41\|-1.36\|76.00\|77.26\|74.33\|449550;2026-03-09\|74.19\|-1.62\|73.00\|74.66\|69.50\|843676;2026-03-10\|76.65\|3.32\|76.00\|77.50\|75.71\|697454;2026-03-11\|77.24\|0.77\|76.40\|77.50\|75.45\|633625;2026-03-12\|76.34\|-1.17\|76.16\|79.21\|75.02\|691429;2026-03-13\|81.18\|6.34\|76.36\|83.48\|76.25\|1311108;2026-03-16\|83.95\|3.41\|81.40\|85.49\|78.50\|1271611;2026-03-17\|85.59\|1.95\|87.00\|90.10\|85.42\|1744113;2026-03-18\|91.00\|6.32\|88.01\|93.96\|86.30\|1524717;2026-03-19\|86.33\|-5.13\|88.55\|90.00\|85.77\|1081706;2026-03-20\|84.30\|-2.35\|88.00\|88.88\|84.10\|913768;2026-03-23\|80.24\|-4.82\|81.95\|83.20\|79.80\|837347;2026-03-24\|82.29\|2.55\|81.03\|82.77\|79.21\|792680;2026-03-25\|82.52\|0.28\|83.30\|85.39\|81.76\|909748;2026-03-26\|79.01\|-4.25\|82.00\|82.19\|78.26\|845083;2026-03-27\|80.64\|2.06\|77.03\|82.61\|76.49\|677577;2026-03-30\|79.19\|-1.80\|79.00\|79.58\|77.69\|444366;2026-03-31\|75.97\|-4.07\|78.80\|78.94\|75.35\|636128;2026-04-01\|79.29\|4.37\|78.50\|79.81\|77.81\|658092;2026-04-02\|76.27\|-3.81\|79.00\|79.10\|75.89\|527276;2026-04-03\|76.32\|0.07\|77.39\|78.28\|76.12\|496661;2026-04-07\|76.43\|0.14\|76.51\|77.85\|75.33\|503529;2026-04-08\|84.07\|10.00\|79.30\|84.07\|78.83\|995135;2026-04-09\|85.84\|2.11\|84.68\|87.11\|84.15\|1013954;2026-04-10\|88.32\|2.89\|86.56\|89.66\|85.04\|881901;2026-04-13\|88.67\|0.40\|86.50\|90.62\|86.41\|754932;2026-04-14\|97.54\|10.00\|91.68\|97.54\|90.88\|937441;2026-04-15\|92.78\|-4.88\|98.60\|99.13\|92.00\|1336258;2026-04-16\|94.40\|1.75\|92.25\|95.46\|91.91\|772929;2026-04-17\|97.66\|3.45\|93.68\|99.38\|93.60\|930208;2026-04-20\|98.00\|0.35\|97.00\|101.32\|96.35\|782441;2026-04-21\|99.82\|1.86\|96.51\|101.00\|95.85\|715613;2026-04-22\|103.27\|3.46\|99.92\|104.00\|99.38\|729964;2026-04-23\|106.62\|3.24\|105.03\|109.26\|103.27\|991674;2026-04-24\|102.38\|-3.98\|105.98\|107.84\|99.82\|932245;2026-04-27\|104.95\|2.51\|104.01\|106.88\|103.20\|703903;2026-04-28\|101.88\|-2.93\|104.94\|105.33\|101.11\|525078;2026-04-29\|101.98\|0.10\|101.00\|104.14\|99.05\|548251;2026-04-30\|102.57\|0.58\|103.62\|105.66\|102.20\|473253;2026-05-06\|104.79\|2.16\|104.90\|107.50\|103.90\|661115;2026-05-07\|107.88\|2.95\|104.82\|108.80\|102.81\|683633;2026-05-08\|108.71\|1.24\|105.83\|111.36\|105.18\|558376;2026-05-11\|108.68\|-0.03\|110.00\|110.80\|105.58\|704326;2026-05-12\|108.68\|0.00\|110.16\|110.50\|105.16\|626652;2026-05-13\|112.58\|3.59\|106.53\|112.88\|106.15\|706102;2026-05-14\|107.02\|-4.94\|114.38\|114.46\|106.30\|736761;2026-05-15\|102.99\|-3.77\|106.90\|108.00\|101.80\|627584;2026-05-18\|104.26\|1.23\|101.55\|106.68\|101.55\|492103;2026-05-19\|102.60\|-1.59\|103.47\|103.50\|98.30\|587736;2026-05-20\|103.58\|0.96\|102.60\|105.30\|101.70\|461189;2026-05-21\|103.70\|0.12\|105.58\|109.68\|103.00\|770834;2026-05-22\|114.07\|10.00\|106.00\|114.07\|106.00\|1016965;2026-05-25\|122.54\|7.43\|121.02\|123.82\|119.20\|997254;2026-05-26\|133.36\|8.83\|122.90\|134.79\|122.55\|1158013;2026-05-27\|128.29\|-3.80\|130.21\|134.50\|127.10\|1010370;2026-05-28\|133.06\|3.72\|126.10\|135.35\|125.36\|918255;2026-05-29\|132.04\|-0.77\|133.17\|138.87\|131.43\|924767;2026-06-01\|122.51\|-7.22\|132.04\|134.99\|122.28\|920139;2026-06-02\|131.00\|6.93\|124.00\|131.99\|119.20\|846816;2026-06-03\|129.80\|-0.92\|131.04\|138.42\|127.00\|1052102;2026-06-04\|140.82\|8.49\|127.08\|142.78\|126.50\|1106358;2026-06-05\|133.22\|-5.40\|137.10\|141.28\|131.81\|955056;2026-06-08\|137.00\|2.84\|125.00\|140.00\|125.00\|1159899;2026-06-09\|141.09\|2.99\|138.00\|142.30\|133.01\|1250056;2026-06-10\|130.60\|-7.43\|136.00\|136.99\|127.22\|1050923;2026-06-11\|126.91\|-2.83\|129.07\|130.82\|124.22\|778925;2026-06-12\|125.20\|-1.35\|131.66\|134.60\|125.00\|739443;2026-06-15\|133.76\|6.84\|128.50\|134.00\|122.22\|994190;2026-06-16\|140.64\|5.14\|134.20\|144.65\|134.04\|1101496;2026-06-17\|146.55\|4.20\|138.00\|149.90\|137.10\|991542;2026-06-18\|147.90\|0.92\|146.00\|149.36\|142.81\|836790;2026-06-22\|145.26\|-1.78\|149.79\|151.90\|141.45\|908645;2026-06-23\|138.50\|-4.65\|145.00\|146.50\|137.20\|826360;2026-06-24\|143.35\|3.50\|138.53\|144.98\|137.64\|705705;2026-06-25\|154.99\|8.12\|144.00\|156.33\|140.00\|1043882;2026-06-26\|147.28\|-4.97\|152.98\|155.25\|143.26\|821234;2026-06-29\|141.06\|-4.22\|147.28\|149.72\|135.63\|807492;2026-06-30\|152.80\|8.32\|141.10\|155.08\|141.10\|889851;2026-07-01\|145.01\|-5.10\|152.80\|158.20\|142.00\|824443;2026-07-02\|130.51\|-10.00\|138.15\|139.13\|130.51\|878486;2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734;2026-07-10\|129.44\|-5.72\|137.60\|141.89\|129.20\|758943;2026-07-13\|124.26\|-4.00\|127.70\|132.00\|123.12\|517675
112859	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	PCB+人形机器人+佛山国资行业原因： AI算力需求驱动PCB行业高增。据胜宏科技4月3日机构调研，未来AI PCB是整个PCB行业最具确定性的增长细分方向。从中期来看，高端产品的供给仍将处于相对紧张的状态，下游有充足的需求消化新增产能。公司原因： 1、据2025年11月14日互动易，公司向T客户批量供应人形机器人核心控制模块PCB，已完成三代迭代并交付首批量产样品，北美与国内3家头部客户合作落地。 2、据2026年1月14日机构调研，公司为T客户储能超级工厂主力PCB供应商，2024年T客户储能装机量由14.7GWh升至31.4GWh，公司储能PCB同步放量，并获伊顿、ABB等国际客户订单。 3、据2025年8月27日公告，公司投资15亿元建设“芯创智载”新一代PCB智造基地，2026年中投产后将新增芯片内嵌式PCB 18万㎡/年、高阶HDI 48万㎡/年，面向新能源汽车、人形机器人、数据中心等高端应用。 4、据2025年4月16日投资者关系活动记录表，公司最终控制人为佛山市顺德区国有资产监督管理局，顺控集团入主后提供资金及市场资源支持，助力新能源汽车、储能、机器人等业务拓展。	特斯拉汽车、人形机器人PCB供货商，产品包括高精密互连HDI，软板（FPC）等	2026-03-03\|57.42\|-10.00\|64.06\|64.16\|57.42\|450913;2026-03-04\|56.99\|-0.75\|56.33\|58.36\|55.68\|313760;2026-03-05\|56.44\|-0.97\|58.50\|58.80\|55.90\|271042;2026-03-06\|57.49\|1.86\|55.78\|59.65\|55.13\|348920;2026-03-09\|55.30\|-3.81\|55.00\|55.68\|52.68\|321141;2026-03-10\|57.90\|4.70\|56.60\|58.11\|56.10\|278726;2026-03-11\|58.02\|0.21\|57.66\|59.80\|57.28\|277743;2026-03-12\|56.97\|-1.81\|58.02\|59.36\|56.18\|228274;2026-03-13\|55.03\|-3.41\|56.50\|57.48\|55.00\|215076;2026-03-16\|55.48\|0.82\|56.00\|56.08\|53.47\|230916;2026-03-17\|53.07\|-4.34\|56.00\|56.34\|53.00\|211396;2026-03-18\|54.43\|2.56\|54.21\|54.88\|53.31\|183527;2026-03-19\|52.78\|-3.03\|53.24\|53.72\|52.50\|174426;2026-03-20\|51.72\|-2.01\|53.30\|53.83\|51.60\|165203;2026-03-23\|49.90\|-3.52\|51.14\|53.31\|49.61\|298116;2026-03-24\|50.80\|1.80\|51.00\|51.00\|49.26\|209243;2026-03-25\|51.66\|1.69\|51.30\|52.05\|50.90\|209197;2026-03-26\|51.30\|-0.70\|51.65\|53.00\|50.80\|150325;2026-03-27\|51.10\|-0.39\|50.50\|51.66\|50.00\|160484;2026-03-30\|50.80\|-0.59\|50.00\|51.15\|49.20\|173847;2026-03-31\|49.64\|-2.28\|50.90\|51.30\|49.30\|173738;2026-04-01\|51.71\|4.17\|50.93\|51.82\|50.26\|233123;2026-04-02\|49.30\|-4.66\|51.30\|51.30\|48.80\|199680;2026-04-03\|49.04\|-0.53\|49.40\|50.10\|49.01\|148248;2026-04-07\|49.16\|0.24\|49.04\|50.16\|48.70\|140668;2026-04-08\|54.08\|10.01\|51.31\|54.08\|50.88\|233046;2026-04-09\|57.08\|5.55\|54.62\|58.42\|54.00\|582619;2026-04-10\|55.70\|-2.42\|57.04\|57.36\|55.30\|400727;2026-04-13\|54.44\|-2.26\|55.00\|55.99\|53.88\|331641;2026-04-14\|55.48\|1.91\|54.97\|56.28\|54.55\|426158;2026-04-15\|53.51\|-3.55\|55.65\|55.91\|53.08\|288061;2026-04-16\|58.86\|10.00\|58.86\|58.86\|58.86\|134900;2026-04-17\|59.10\|0.41\|62.28\|62.40\|57.55\|882114;2026-04-20\|58.17\|-1.57\|59.10\|59.82\|57.90\|561258;2026-04-21\|60.01\|3.16\|58.42\|60.01\|57.66\|627501;2026-04-22\|62.55\|4.23\|59.07\|62.65\|59.05\|619837;2026-04-23\|58.74\|-6.09\|60.00\|60.98\|58.01\|569631;2026-04-24\|55.26\|-5.92\|57.90\|58.19\|55.03\|428543;2026-04-27\|56.15\|1.61\|54.93\|57.00\|54.93\|270832;2026-04-28\|53.10\|-5.43\|55.95\|55.95\|53.01\|315830;2026-04-29\|54.71\|3.03\|50.97\|55.35\|50.68\|476523;2026-04-30\|52.65\|-3.77\|54.90\|54.90\|51.69\|366956;2026-05-06\|54.88\|4.24\|53.50\|56.48\|53.50\|307499;2026-05-07\|59.03\|7.56\|56.75\|59.24\|55.46\|466732;2026-05-08\|59.81\|1.32\|58.10\|60.70\|57.65\|415514;2026-05-11\|63.18\|5.63\|60.51\|63.88\|58.20\|644158;2026-05-12\|66.56\|5.35\|62.55\|69.35\|62.55\|749224;2026-05-13\|64.86\|-2.55\|65.82\|65.99\|63.06\|582430;2026-05-14\|63.30\|-2.41\|66.00\|66.20\|63.30\|502018;2026-05-15\|63.92\|0.98\|63.35\|66.68\|60.32\|560399;2026-05-18\|63.98\|0.09\|62.02\|66.00\|62.02\|474087;2026-05-19\|65.38\|2.19\|63.97\|66.30\|62.57\|413464;2026-05-20\|64.50\|-1.35\|64.37\|65.60\|61.89\|391367;2026-05-21\|63.34\|-1.80\|65.48\|67.33\|62.88\|550946;2026-05-22\|66.65\|5.23\|63.57\|68.14\|63.39\|535310;2026-05-25\|68.48\|2.75\|67.65\|69.00\|66.00\|540138;2026-05-26\|68.00\|-0.70\|69.00\|70.38\|66.86\|507602;2026-05-27\|68.80\|1.18\|67.51\|70.58\|65.17\|560339;2026-05-28\|66.06\|-3.98\|67.86\|69.00\|64.30\|539501;2026-05-29\|61.22\|-7.33\|66.09\|67.30\|60.34\|507923;2026-06-01\|55.98\|-8.56\|61.00\|61.34\|55.83\|412910;2026-06-02\|57.58\|2.86\|55.98\|58.54\|53.66\|338441;2026-06-03\|56.99\|-1.02\|56.90\|59.87\|56.23\|360827;2026-06-04\|62.69\|10.00\|57.00\|62.69\|56.57\|350877;2026-06-05\|61.25\|-2.30\|63.58\|65.00\|60.80\|492400;2026-06-08\|57.75\|-5.71\|58.80\|61.02\|57.68\|290166;2026-06-09\|59.80\|3.55\|59.00\|60.06\|57.65\|279785;2026-06-10\|55.84\|-6.62\|58.90\|58.97\|55.10\|260377;2026-06-11\|53.25\|-4.64\|55.01\|55.50\|52.56\|254070;2026-06-12\|52.71\|-1.01\|54.50\|55.30\|52.38\|247078;2026-06-15\|57.68\|9.43\|53.70\|57.88\|52.93\|320670;2026-06-16\|59.00\|2.29\|58.29\|59.60\|57.65\|270494;2026-06-17\|60.21\|2.05\|58.53\|62.79\|58.08\|368295;2026-06-18\|58.50\|-2.35\|59.98\|59.98\|58.13\|299919;2026-06-22\|55.93\|-4.39\|58.50\|58.77\|54.84\|372411;2026-06-23\|52.53\|-6.08\|55.56\|55.80\|52.10\|313915;2026-06-24\|52.44\|-0.17\|52.64\|53.86\|50.51\|282597;2026-06-25\|51.19\|-2.38\|52.50\|52.61\|50.83\|293282;2026-06-26\|48.20\|-5.84\|50.55\|50.55\|47.56\|299887;2026-06-29\|45.54\|-5.52\|48.21\|48.89\|43.98\|326280;2026-06-30\|48.04\|5.49\|46.37\|48.58\|45.88\|237013;2026-07-01\|45.98\|-4.29\|48.08\|48.83\|45.52\|275045;2026-07-02\|44.12\|-4.05\|44.95\|46.64\|43.72\|222019;2026-07-03\|45.46\|3.04\|43.88\|47.09\|43.36\|242922;2026-07-06\|42.81\|-5.83\|46.20\|46.29\|42.60\|239867;2026-07-07\|41.55\|-2.94\|42.70\|43.28\|40.99\|182559;2026-07-08\|39.67\|-4.52\|41.70\|41.85\|39.65\|179297;2026-07-09\|42.98\|8.34\|40.10\|43.30\|40.10\|341641;2026-07-10\|41.76\|-2.84\|43.13\|44.24\|41.76\|281945;2026-07-13\|39.19\|-6.15\|41.11\|42.81\|39.06\|286963
112858	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	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\|7.53\|-8.28\|8.00\|8.22\|7.51\|1677163
112857		石油化工+航运+央企行业原因：美以空袭伊朗后，伊朗宣布关闭霍尔木兹海峡，全球约20%海运原油运输受阻公司原因： 1、据2025年半年报公司是中国主要的炼油化工一体化综合性石油化工企业之一，具有较强的整体规模实力，是中国重要的成品油和化工产品生产企业，并拥有独立的公用工程、环境保护系统，及海运、内河航运、铁路运输、公路运输配套设施。 2、据2025年半年报，2025年上半年，本集团累计加工原油632.49万吨（含来料加工55.64万吨），比去年同期减少4.93%。生产成品油399.29万吨（含来料加工44.99万吨），同比减少6.81%。生产乙烯27.33万吨，同比增加24.34%；对二甲苯35.29万吨，同比增加1.20%；生产塑料树脂及共聚物45.77万吨，同比减少3.21%。生产合成纤维1.45万吨，同比增长5.07%。 3、公司实控人为国务院国资委，最终控制人为国务院国有资产监督管理委员会。	中国石化上海石化联合上海石油化工研究院成功攻克湿法T1000级高性能碳纤维关键技术，并实现批量化生产	2026-03-03\|3.84\|10.03\|3.77\|3.84\|3.65\|5509025;2026-03-04\|3.60\|-6.25\|3.89\|3.89\|3.46\|4201547;2026-03-05\|3.46\|-3.89\|3.52\|3.59\|3.39\|2675045;2026-03-06\|3.53\|2.02\|3.39\|3.60\|3.33\|2500649;2026-03-09\|3.54\|0.28\|3.87\|3.87\|3.51\|2668019;2026-03-10\|3.35\|-5.37\|3.40\|3.41\|3.32\|1784334;2026-03-11\|3.32\|-0.90\|3.29\|3.34\|3.21\|1428822;2026-03-12\|3.34\|0.60\|3.38\|3.41\|3.30\|1305803;2026-03-13\|3.26\|-2.40\|3.35\|3.39\|3.25\|1150164;2026-03-16\|3.28\|0.61\|3.27\|3.37\|3.26\|937145;2026-03-17\|3.18\|-3.05\|3.25\|3.27\|3.16\|943581;2026-03-18\|3.11\|-2.20\|3.18\|3.18\|3.08\|772690;2026-03-19\|3.12\|0.32\|3.18\|3.20\|3.09\|943943;2026-03-20\|2.96\|-5.13\|3.05\|3.06\|2.96\|956679;2026-03-23\|2.87\|-3.04\|2.97\|2.98\|2.86\|998475;2026-03-24\|2.92\|1.74\|2.87\|2.93\|2.80\|816114;2026-03-25\|2.95\|1.03\|2.89\|2.96\|2.85\|647174;2026-03-26\|2.92\|-1.02\|2.95\|2.96\|2.91\|524650;2026-03-27\|2.98\|2.05\|2.92\|2.98\|2.91\|528784;2026-03-30\|2.96\|-0.67\|2.98\|3.02\|2.93\|438152;2026-03-31\|2.88\|-2.70\|2.96\|2.99\|2.87\|489790;2026-04-01\|2.91\|1.04\|2.90\|2.94\|2.89\|387404;2026-04-02\|2.95\|1.37\|2.90\|2.96\|2.90\|539236;2026-04-03\|2.89\|-2.03\|2.94\|2.95\|2.86\|410456;2026-04-07\|3.00\|3.81\|2.89\|3.00\|2.85\|643493;2026-04-08\|2.96\|-1.33\|2.93\|2.97\|2.88\|806958;2026-04-09\|2.93\|-1.01\|2.96\|2.99\|2.91\|503983;2026-04-10\|2.92\|-0.34\|2.92\|2.96\|2.91\|405618;2026-04-13\|2.94\|0.68\|2.94\|2.96\|2.88\|549908;2026-04-14\|2.91\|-1.02\|2.92\|2.93\|2.88\|400212;2026-04-15\|2.86\|-1.72\|2.89\|2.90\|2.86\|402097;2026-04-16\|2.87\|0.35\|2.86\|2.88\|2.84\|338027;2026-04-17\|2.82\|-1.74\|2.87\|2.87\|2.82\|341240;2026-04-20\|2.82\|0.00\|2.82\|2.85\|2.81\|399088;2026-04-21\|2.80\|-0.71\|2.82\|2.82\|2.78\|357899;2026-04-22\|2.79\|-0.36\|2.81\|2.82\|2.78\|276319;2026-04-23\|2.79\|0.00\|2.79\|2.82\|2.76\|462299;2026-04-24\|2.77\|-0.72\|2.79\|2.82\|2.75\|422091;2026-04-27\|2.77\|0.00\|2.76\|2.78\|2.75\|351635;2026-04-28\|2.81\|1.44\|2.76\|2.82\|2.76\|461770;2026-04-29\|2.91\|3.56\|2.81\|2.92\|2.80\|813816;2026-04-30\|3.11\|6.87\|3.02\|3.17\|3.01\|1826693;2026-05-06\|3.09\|-0.64\|3.13\|3.15\|3.05\|1070151;2026-05-07\|2.95\|-4.53\|3.06\|3.08\|2.94\|762555;2026-05-08\|3.00\|1.69\|2.98\|3.01\|2.95\|555406;2026-05-11\|3.13\|4.33\|3.07\|3.23\|3.07\|1242249;2026-05-12\|3.05\|-2.56\|3.12\|3.15\|3.03\|729369;2026-05-13\|3.05\|0.00\|3.04\|3.10\|3.02\|510528;2026-05-14\|3.03\|-0.66\|3.05\|3.07\|3.02\|526749;2026-05-15\|2.98\|-1.65\|3.01\|3.03\|2.95\|549814;2026-05-18\|2.97\|-0.34\|2.97\|3.02\|2.95\|488171;2026-05-19\|2.95\|-0.67\|2.97\|3.00\|2.93\|509656;2026-05-20\|2.90\|-1.69\|2.94\|2.97\|2.88\|484961;2026-05-21\|2.79\|-3.79\|2.88\|2.90\|2.78\|672147;2026-05-22\|2.83\|1.43\|2.79\|2.85\|2.75\|460463;2026-05-25\|2.84\|0.35\|2.82\|2.85\|2.80\|349201;2026-05-26\|2.81\|-1.06\|2.83\|2.84\|2.78\|377672;2026-05-27\|2.75\|-2.14\|2.81\|2.82\|2.73\|457528;2026-05-28\|2.74\|-0.36\|2.74\|2.77\|2.71\|386431;2026-05-29\|2.72\|-0.73\|2.73\|2.74\|2.70\|555945;2026-06-01\|2.76\|1.47\|2.72\|2.77\|2.70\|507822;2026-06-02\|2.79\|1.09\|2.76\|2.80\|2.73\|581619;2026-06-03\|3.07\|10.04\|3.07\|3.07\|3.07\|454077;2026-06-04\|3.38\|10.10\|3.38\|3.38\|3.32\|1757458;2026-06-05\|3.49\|3.25\|3.68\|3.72\|3.41\|7379587;2026-06-08\|3.28\|-6.02\|3.31\|3.48\|3.25\|5246012;2026-06-09\|3.15\|-3.96\|3.32\|3.32\|3.06\|2882839;2026-06-10\|2.99\|-5.08\|3.13\|3.16\|2.94\|2205748;2026-06-11\|2.89\|-3.34\|2.96\|3.01\|2.85\|1852287;2026-06-12\|2.91\|0.69\|2.84\|2.98\|2.84\|1558367;2026-06-15\|3.00\|3.09\|2.89\|3.06\|2.88\|1782089;2026-06-16\|2.96\|-1.33\|2.98\|2.99\|2.90\|1095332;2026-06-17\|3.06\|3.38\|2.98\|3.12\|2.93\|1830037;2026-06-18\|3.08\|0.65\|3.03\|3.20\|3.02\|1437207;2026-06-22\|3.10\|0.65\|3.06\|3.11\|2.99\|1279831;2026-06-23\|3.04\|-1.94\|3.09\|3.19\|3.04\|1190041;2026-06-24\|3.10\|1.97\|3.03\|3.12\|3.02\|1135470;2026-06-25\|3.05\|-1.61\|3.07\|3.12\|3.02\|1088114;2026-06-26\|2.93\|-3.93\|3.06\|3.08\|2.93\|1151541;2026-06-29\|2.90\|-1.02\|2.95\|2.99\|2.83\|990061;2026-06-30\|2.93\|1.03\|2.89\|2.94\|2.80\|1159259;2026-07-01\|2.98\|1.71\|2.90\|3.06\|2.89\|1146375;2026-07-02\|2.96\|-0.67\|2.98\|3.03\|2.93\|879959;2026-07-03\|2.92\|-1.35\|2.94\|2.99\|2.91\|903283;2026-07-06\|3.00\|2.74\|2.91\|3.06\|2.88\|1068473;2026-07-07\|2.90\|-3.33\|2.99\|3.00\|2.88\|927454;2026-07-08\|2.86\|-1.38\|2.90\|2.91\|2.84\|887712;2026-07-09\|2.88\|0.70\|2.87\|2.92\|2.83\|782990;2026-07-10\|2.90\|0.69\|2.86\|2.93\|2.81\|871158;2026-07-13\|2.82\|-2.76\|2.93\|2.94\|2.80\|971304
112856	AI数据中心液冷渗透率将提升至40%	液冷服务器+氢能源+换热器+业绩预增行业原因： 1、英伟达液冷供应商维谛技术在2026年2月11日股价大幅上涨24%，主要受其2025财年第四季度财报超预期以及强劲的业绩指引驱动。 2、西部证券此前指出，随着芯片功率逐渐突破风冷极限，及英伟达/ASIC高功率芯片逐步出货，2026年有望进入液冷产业化放量的关键节点。公司原因： 1、据2025年12月1日机构调研，公司持股49%的合资公司和宏智液冷散热器出货量增长并已盈利，公司正积极布局、稳步推进各业务条线。 2、据2025年8月29日半年度报告，公司燃料电池液空中冷、ATS冷却系统等产品批量配套30-200kW氢能源客车，与国内多家企业合作。 3、据2026年1月28日公司2025年度业绩预告，公司预计2025年归母净利润7500-8500万元，同比增长52%-72%，主因订单增加及终止亏损电商业务。	公司开发的冷却分配单元CDU及列间空调已批量应用于数据中心液冷系统	2026-03-03\|73.90\|-3.36\|76.80\|78.80\|73.80\|34242;2026-03-04\|71.57\|-3.15\|72.00\|73.94\|71.08\|29812;2026-03-05\|71.64\|0.10\|72.99\|74.59\|71.08\|23775;2026-03-06\|71.33\|-0.43\|71.18\|73.00\|71.00\|18759;2026-03-09\|69.84\|-2.09\|69.16\|70.33\|67.23\|24869;2026-03-10\|73.10\|4.67\|71.50\|73.80\|70.71\|32146;2026-03-11\|70.75\|-3.21\|73.10\|74.66\|70.20\|34008;2026-03-12\|68.80\|-2.76\|70.55\|71.40\|68.12\|19483;2026-03-13\|67.46\|-1.95\|68.00\|70.85\|67.20\|24376;2026-03-16\|65.78\|-2.49\|67.26\|67.87\|64.00\|28188;2026-03-17\|62.50\|-4.99\|66.38\|66.38\|62.28\|30844;2026-03-18\|64.58\|3.33\|62.98\|64.70\|61.90\|27471;2026-03-19\|62.30\|-3.53\|62.58\|63.65\|61.92\|18662;2026-03-20\|61.12\|-1.89\|61.58\|63.20\|61.03\|17454;2026-03-23\|57.13\|-6.53\|60.00\|61.08\|56.59\|30916;2026-03-24\|59.02\|3.31\|58.58\|59.24\|57.03\|27170;2026-03-25\|60.07\|1.78\|59.80\|61.18\|59.20\|20812;2026-03-26\|59.49\|-0.97\|60.10\|61.66\|59.05\|28023;2026-03-27\|65.44\|10.00\|58.00\|65.44\|57.88\|61385;2026-03-30\|63.70\|-2.66\|64.50\|64.99\|61.85\|78796;2026-03-31\|60.31\|-5.32\|64.00\|64.00\|60.01\|34004;2026-04-01\|61.70\|2.30\|61.56\|63.00\|61.30\|26647;2026-04-02\|59.12\|-4.18\|61.50\|61.50\|58.68\|28179;2026-04-03\|58.03\|-1.84\|59.05\|60.00\|57.95\|21667;2026-04-07\|63.83\|9.99\|58.65\|63.83\|58.09\|45353;2026-04-08\|65.66\|2.87\|66.06\|66.39\|64.45\|72742;2026-04-09\|68.38\|4.14\|65.00\|68.56\|64.58\|81654;2026-04-10\|68.52\|0.20\|68.38\|70.31\|65.66\|76894;2026-04-13\|72.13\|5.27\|67.00\|73.47\|66.90\|80418;2026-04-14\|71.43\|-0.97\|73.00\|73.00\|69.93\|57194;2026-04-15\|67.39\|-5.66\|72.20\|72.20\|66.90\|65043;2026-04-16\|69.99\|3.86\|68.08\|70.29\|66.71\|50454;2026-04-17\|74.25\|6.09\|69.99\|75.91\|69.64\|74893;2026-04-20\|72.85\|-1.89\|74.98\|76.30\|72.16\|62358;2026-04-21\|70.85\|-2.75\|70.09\|71.90\|68.78\|44436;2026-04-22\|69.81\|-1.47\|70.50\|71.53\|68.09\|58087;2026-04-23\|68.85\|-1.38\|69.81\|71.65\|67.03\|54438;2026-04-24\|66.00\|-4.14\|68.85\|68.85\|64.90\|51042;2026-04-27\|70.72\|7.15\|65.60\|72.26\|64.20\|77912;2026-04-28\|68.38\|-3.31\|70.00\|71.88\|67.63\|64282;2026-04-29\|66.90\|-2.16\|68.63\|70.68\|66.70\|51603;2026-04-30\|64.15\|-4.11\|66.50\|66.89\|63.60\|55688;2026-05-06\|64.19\|0.06\|64.15\|65.83\|63.40\|54657;2026-05-07\|68.19\|6.23\|64.58\|69.75\|64.00\|71704;2026-05-08\|67.71\|-0.70\|67.80\|68.99\|66.37\|40470;2026-05-11\|66.50\|-1.79\|68.00\|68.34\|65.88\|42936;2026-05-12\|67.04\|0.81\|66.65\|67.49\|64.00\|50858;2026-05-13\|69.00\|2.92\|66.24\|69.37\|64.88\|57475;2026-05-14\|62.10\|-10.00\|70.16\|70.16\|62.10\|105663;2026-05-15\|65.51\|5.49\|62.00\|67.99\|61.43\|94504;2026-05-18\|64.88\|-0.96\|65.00\|66.78\|63.70\|35405;2026-05-19\|65.35\|1.19\|64.54\|66.78\|64.14\|44352;2026-05-20\|71.89\|10.01\|64.81\|71.89\|63.60\|92259;2026-05-21\|76.24\|6.05\|72.00\|79.08\|71.91\|176224;2026-05-22\|73.03\|-4.21\|75.21\|75.48\|71.90\|112647;2026-05-25\|71.48\|-2.12\|73.05\|73.40\|69.45\|86874;2026-05-26\|69.27\|-3.09\|70.77\|70.93\|67.22\|59841;2026-05-27\|66.34\|-4.23\|68.55\|68.55\|64.70\|52903;2026-05-28\|65.18\|-1.75\|65.00\|67.33\|64.00\|44770;2026-05-29\|59.80\|-8.25\|65.94\|66.30\|59.55\|66942;2026-06-01\|59.26\|-0.90\|60.48\|62.00\|58.00\|38257;2026-06-02\|57.15\|-3.56\|59.27\|59.35\|55.35\|34397;2026-06-03\|56.69\|-0.80\|57.00\|58.70\|55.82\|38577;2026-06-04\|62.36\|10.00\|56.10\|62.36\|55.30\|51808;2026-06-05\|63.50\|1.83\|62.80\|65.69\|60.80\|73641;2026-06-08\|60.26\|-5.10\|62.86\|62.88\|59.95\|40244;2026-06-09\|61.44\|1.96\|60.85\|62.05\|59.63\|31020;2026-06-10\|59.79\|-2.69\|59.50\|61.97\|59.00\|27570;2026-06-11\|57.64\|-3.60\|59.20\|59.43\|57.11\|28056;2026-06-12\|56.26\|-2.39\|58.70\|59.85\|56.05\|32255;2026-06-15\|58.96\|4.80\|57.00\|59.39\|56.62\|28747;2026-06-16\|62.32\|5.70\|58.96\|63.20\|58.02\|45510;2026-06-17\|62.40\|0.13\|62.14\|64.20\|61.54\|33644;2026-06-18\|62.88\|0.77\|62.40\|64.75\|61.50\|35608;2026-06-22\|61.97\|-1.45\|60.41\|63.82\|56.90\|72986;2026-06-23\|58.40\|-5.76\|65.00\|67.80\|57.85\|78696;2026-06-24\|57.58\|-1.40\|57.32\|59.29\|56.91\|45520;2026-06-25\|55.14\|-4.24\|57.01\|57.98\|54.77\|49217;2026-06-26\|51.87\|-5.93\|54.81\|54.85\|51.75\|40677;2026-06-29\|50.16\|-3.30\|51.91\|52.70\|49.40\|36325;2026-06-30\|51.06\|1.79\|50.15\|53.13\|49.67\|30535;2026-07-01\|51.10\|0.08\|50.49\|53.35\|50.30\|34115;2026-07-02\|49.38\|-3.37\|50.70\|51.77\|49.14\|27383;2026-07-03\|49.82\|0.89\|49.25\|51.00\|49.00\|23284;2026-07-06\|54.80\|10.00\|49.18\|54.80\|49.18\|69447;2026-07-07\|52.78\|-3.69\|54.26\|57.10\|52.51\|90525;2026-07-08\|50.29\|-4.72\|52.82\|54.05\|50.19\|42884;2026-07-09\|50.05\|-0.48\|50.78\|50.78\|48.00\|36032;2026-07-10\|48.50\|-3.10\|49.40\|50.98\|48.50\|30340;2026-07-13\|46.48\|-4.16\|48.00\|49.76\|46.30\|37841
112855	AI数据中心液冷渗透率将提升至40%	自研ASIC芯片+液冷服务器+参投沐曦+一季报扭亏行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月27日互动易，公司发布了寒烁、宙斯、雷神三款音视频领域自研ASIC芯片，相关业务还处于推广验证、量产备货等阶段，公司会根据市场情况及客户需求不断拓展自研芯片应用场景。 2、据2025年3月19日互动易：公司的液冷检测设备业务需要根据客户产品的性能参数等进行定制开发适配。 3、据2025年12月15日互动易，公司投资了沐曦集成电路（上海）股份有限公司，根据沐曦股份最新披露的科创板上市招股说明书，公司在沐曦股份上市发行后的持股比例约为0.21%。 4、据2026年4月29日公告，公司2026年一季度营收4457.54万元，同比增长13.88%，归母净利润170.98万元，同比扭亏为盈，主要系自产芯片销量增加带动营业收入增长。	公司与英伟达合作，对接的产品包括液冷测试平台、基于AI的检测平台、各种测试板卡等	2026-03-03\|155.55\|-5.98\|166.56\|168.80\|155.17\|67960;2026-03-04\|154.50\|-0.68\|154.90\|157.38\|153.54\|39047;2026-03-05\|155.60\|0.71\|158.00\|158.95\|154.72\|37335;2026-03-06\|154.00\|-1.03\|154.91\|156.51\|153.03\|31362;2026-03-09\|150.36\|-2.36\|148.00\|152.00\|141.00\|63750;2026-03-10\|156.24\|3.91\|153.88\|156.68\|152.51\|48157;2026-03-11\|155.00\|-0.79\|157.00\|159.00\|154.68\|43842;2026-03-12\|150.64\|-2.81\|154.51\|155.70\|148.77\|38676;2026-03-13\|145.93\|-3.13\|150.39\|151.88\|145.02\|38474;2026-03-16\|155.79\|6.76\|146.27\|160.52\|143.98\|98252;2026-03-17\|155.28\|-0.33\|158.91\|166.50\|155.16\|89431;2026-03-18\|155.38\|0.06\|156.11\|157.99\|152.02\|46719;2026-03-19\|149.83\|-3.57\|154.00\|157.00\|149.00\|47112;2026-03-20\|148.53\|-0.87\|151.67\|154.60\|147.00\|50263;2026-03-23\|133.80\|-9.92\|143.30\|145.00\|133.68\|79058;2026-03-24\|142.11\|6.21\|137.76\|142.33\|133.66\|78161;2026-03-25\|142.46\|0.25\|144.95\|145.25\|141.50\|47022;2026-03-26\|140.34\|-1.49\|141.85\|143.85\|139.73\|34736;2026-03-27\|140.40\|0.04\|137.16\|141.19\|134.87\|37191;2026-03-30\|140.31\|-0.06\|138.39\|144.69\|137.84\|40788;2026-03-31\|138.41\|-1.35\|140.30\|141.17\|135.67\|37204;2026-04-01\|139.10\|0.50\|141.83\|142.56\|138.74\|39079;2026-04-02\|132.89\|-4.46\|138.31\|138.94\|132.15\|52308;2026-04-03\|129.86\|-2.28\|135.00\|135.00\|127.96\|51094;2026-04-07\|128.80\|-0.82\|129.86\|132.35\|126.26\|52547;2026-04-08\|141.68\|10.00\|133.36\|141.68\|131.00\|61091;2026-04-09\|148.23\|4.62\|141.99\|152.00\|141.67\|97950;2026-04-10\|148.66\|0.29\|149.70\|154.00\|145.87\|76039;2026-04-13\|144.46\|-2.83\|148.00\|150.82\|143.30\|63419;2026-04-14\|146.25\|1.24\|145.73\|147.46\|143.33\|54723;2026-04-15\|143.33\|-2.00\|146.00\|150.71\|142.30\|60790;2026-04-16\|142.91\|-0.29\|143.82\|144.86\|141.38\|50587;2026-04-17\|147.30\|3.07\|142.00\|148.55\|141.00\|73179;2026-04-20\|149.55\|1.53\|146.00\|151.80\|144.68\|59221;2026-04-21\|147.00\|-1.71\|147.83\|149.50\|142.08\|56558;2026-04-22\|148.89\|1.29\|147.35\|149.50\|145.02\|46554;2026-04-23\|145.40\|-2.34\|148.67\|150.46\|143.22\|53531;2026-04-24\|146.06\|0.45\|144.01\|154.69\|144.01\|98018;2026-04-27\|146.21\|0.10\|148.63\|150.90\|144.54\|73257;2026-04-28\|143.68\|-1.73\|138.35\|148.78\|138.35\|74283;2026-04-29\|158.05\|10.00\|145.37\|158.05\|145.37\|57256;2026-04-30\|142.25\|-10.00\|161.20\|167.48\|142.25\|144636;2026-05-06\|134.00\|-5.80\|140.00\|144.84\|133.20\|168580;2026-05-07\|143.00\|6.72\|136.00\|143.85\|132.30\|155556;2026-05-08\|142.61\|-0.27\|143.10\|144.68\|140.85\|82215;2026-05-11\|137.39\|-3.66\|140.96\|142.61\|137.03\|89053;2026-05-12\|130.63\|-4.92\|140.68\|143.38\|124.00\|159534;2026-05-13\|122.81\|-5.99\|127.85\|129.68\|122.03\|144708;2026-05-14\|118.95\|-3.14\|123.38\|123.76\|117.28\|104232;2026-05-15\|117.49\|-1.23\|119.99\|124.26\|115.50\|105264;2026-05-18\|119.97\|2.11\|114.00\|124.39\|113.26\|112322;2026-05-19\|125.40\|4.53\|119.98\|125.52\|118.00\|109242;2026-05-20\|126.51\|0.89\|125.40\|135.97\|123.38\|126039;2026-05-21\|120.27\|-4.93\|128.81\|129.51\|120.04\|86031;2026-05-22\|121.34\|0.89\|121.71\|124.30\|118.00\|65737;2026-05-25\|120.90\|-0.36\|119.95\|123.30\|119.00\|55316;2026-05-26\|119.00\|-1.57\|120.00\|120.50\|116.50\|58951;2026-05-27\|116.20\|-2.35\|118.94\|120.44\|115.01\|57058;2026-05-28\|116.80\|0.52\|116.39\|117.77\|112.40\|59309;2026-05-29\|112.01\|-4.10\|118.00\|118.50\|111.00\|61046;2026-06-01\|110.47\|-1.37\|111.99\|114.50\|109.01\|70145;2026-06-02\|110.81\|0.31\|110.66\|112.50\|108.38\|53711;2026-06-03\|114.90\|3.69\|109.99\|118.52\|109.83\|88648;2026-06-04\|126.39\|10.00\|117.42\|126.39\|117.19\|93525;2026-06-05\|135.02\|6.83\|133.00\|139.03\|130.00\|180413;2026-06-08\|129.33\|-4.21\|135.02\|137.37\|128.85\|178948;2026-06-09\|124.81\|-3.49\|132.80\|133.21\|123.50\|106400;2026-06-10\|115.77\|-7.24\|122.56\|123.75\|114.81\|91819;2026-06-11\|113.95\|-1.57\|114.00\|116.50\|108.66\|84312;2026-06-12\|111.27\|-2.35\|115.90\|119.45\|110.58\|83273;2026-06-15\|122.40\|10.00\|112.96\|122.40\|112.38\|45336;2026-06-16\|134.64\|10.00\|127.95\|134.64\|127.40\|68522;2026-06-17\|135.63\|0.74\|138.64\|143.50\|132.69\|143037;2026-06-18\|142.17\|4.90\|135.65\|144.99\|132.67\|99446;2026-06-22\|141.29\|-0.62\|144.41\|145.16\|136.44\|81835;2026-06-23\|136.88\|-3.12\|144.27\|146.50\|136.00\|81945;2026-06-24\|132.50\|-3.20\|136.17\|138.25\|131.50\|58741;2026-06-25\|129.94\|-1.93\|132.52\|133.77\|129.68\|53128;2026-06-26\|122.83\|-5.47\|129.08\|134.72\|122.83\|68887;2026-06-29\|135.11\|10.00\|125.00\|135.11\|123.88\|39346;2026-06-30\|134.61\|-0.37\|138.18\|142.03\|128.35\|110184;2026-07-01\|127.34\|-5.40\|136.30\|137.98\|126.56\|89926;2026-07-02\|121.60\|-4.51\|123.38\|128.81\|120.71\|65883;2026-07-03\|118.61\|-2.46\|121.60\|122.60\|118.50\|51997;2026-07-06\|115.80\|-2.37\|120.50\|122.76\|114.70\|60569;2026-07-07\|112.27\|-3.05\|117.94\|118.45\|111.03\|57485;2026-07-08\|107.49\|-4.26\|113.50\|113.80\|107.49\|54329;2026-07-09\|107.82\|0.31\|109.00\|109.00\|101.50\|77922;2026-07-10\|106.52\|-1.21\|106.46\|111.41\|106.46\|57245;2026-07-13\|99.17\|-6.90\|105.91\|106.50\|98.50\|63744

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason