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
112854	南方电网用电负荷连续创新高	热电联产+煤炭产销+一季报增长+央企行业原因： 5月28日，国金证券研报表示，煤矿安监或进一步推升短期煤价，部分省份电价中枢上移。Q1火电业绩展现韧性，市场化交易与容量电价对冲长协下行，看好Q2业绩底确认后逐季改善，股息率凸显配置价值。公司原因： 1、据2026年4月23日年报，公司是黑龙江省最大的热电联产企业，火电装机容量位居黑龙江省首位，可控发电装机容量641.2万千瓦，占全省统调煤机装机容量31.75%，供热面积达1.47亿平方米。 2、据2026年4月23日年报，公司所属锦兴公司肖家洼煤矿核定产能1200万吨/年，2025年实现煤炭产量1138.31万吨，销量1130.99万吨，煤炭业务实现净利润14.64亿元，是公司核心盈利支撑。 3、据2026年4月23日公告披露2026年一季报，公司一季度营收50.05亿元，归母净利润6.02亿元，同比增长26.15%。 4、据公司披露，公司控股股东为华电煤业集团有限公司，实际控制人为中国华电集团有限公司，最终控制人为国务院国有资产监督管理委员会。	中国华电集团旗下，黑龙江最大发电及集中供热运营商；公司主营发电、供热及煤炭生产销售	2026-03-03\|2.72\|0.37\|2.70\|2.78\|2.67\|876767;2026-03-04\|2.72\|0.00\|2.69\|2.75\|2.64\|637977;2026-03-05\|2.76\|1.47\|2.74\|2.77\|2.71\|750991;2026-03-06\|2.82\|2.17\|2.75\|2.84\|2.72\|804248;2026-03-09\|2.92\|3.55\|2.80\|3.10\|2.80\|1654672;2026-03-10\|3.21\|9.93\|2.93\|3.21\|2.92\|1618917;2026-03-11\|3.53\|9.97\|3.24\|3.53\|3.05\|3955591;2026-03-12\|3.88\|9.91\|3.63\|3.88\|3.63\|1818778;2026-03-13\|4.27\|10.05\|4.20\|4.27\|3.70\|3716186;2026-03-16\|4.40\|3.04\|4.30\|4.64\|4.10\|5130080;2026-03-17\|4.25\|-3.41\|4.16\|4.42\|3.96\|3815615;2026-03-18\|4.56\|7.29\|4.23\|4.68\|4.21\|4647134;2026-03-19\|5.02\|10.09\|4.32\|5.02\|4.22\|5062779;2026-03-20\|5.52\|9.96\|5.05\|5.52\|5.02\|5500952;2026-03-23\|5.32\|-3.62\|5.31\|5.70\|4.97\|5046972;2026-03-24\|5.59\|5.08\|5.32\|5.66\|4.79\|4648353;2026-03-25\|6.15\|10.02\|5.50\|6.15\|5.30\|4620065;2026-03-26\|6.77\|10.08\|6.21\|6.77\|5.82\|5967171;2026-03-27\|6.68\|-1.33\|6.54\|7.16\|6.33\|5017501;2026-03-30\|6.01\|-10.03\|6.37\|6.52\|6.01\|1567129;2026-03-31\|6.41\|6.66\|5.60\|6.55\|5.60\|5204828;2026-04-01\|5.91\|-7.80\|6.27\|6.27\|5.77\|4322773;2026-04-02\|5.32\|-9.98\|5.92\|6.07\|5.32\|4134835;2026-04-03\|5.02\|-5.64\|5.21\|5.37\|4.97\|3657131;2026-04-07\|4.98\|-0.80\|5.00\|5.11\|4.86\|2414475;2026-04-08\|5.01\|0.60\|5.01\|5.09\|4.91\|2605964;2026-04-09\|4.80\|-4.19\|4.91\|4.92\|4.74\|2058743;2026-04-10\|4.75\|-1.04\|4.80\|4.84\|4.71\|1247762;2026-04-13\|4.86\|2.32\|4.75\|4.94\|4.71\|2692018;2026-04-14\|4.99\|2.67\|4.80\|5.08\|4.75\|3607592;2026-04-15\|4.68\|-6.21\|4.85\|4.88\|4.56\|2876530;2026-04-16\|4.62\|-1.28\|4.71\|4.71\|4.50\|1796428;2026-04-17\|4.49\|-2.81\|4.64\|4.71\|4.45\|1581588;2026-04-20\|4.58\|2.00\|4.49\|4.59\|4.47\|1411774;2026-04-21\|4.65\|1.53\|4.59\|4.86\|4.41\|2824787;2026-04-22\|4.79\|3.01\|4.60\|5.05\|4.52\|3779252;2026-04-23\|5.27\|10.02\|4.85\|5.27\|4.85\|3502379;2026-04-24\|5.80\|10.06\|5.53\|5.80\|5.43\|4986486;2026-04-27\|6.38\|10.00\|5.64\|6.38\|5.22\|5721151;2026-04-28\|7.02\|10.03\|6.33\|7.02\|6.27\|5637187;2026-04-29\|7.10\|1.14\|6.95\|7.63\|6.55\|5331039;2026-04-30\|6.59\|-7.18\|7.08\|7.17\|6.55\|4174515;2026-05-06\|6.92\|5.01\|6.60\|7.00\|6.58\|4391379;2026-05-07\|7.61\|9.97\|6.77\|7.61\|6.72\|3659797;2026-05-08\|7.51\|-1.31\|7.80\|8.21\|7.44\|5534876;2026-05-11\|7.80\|3.86\|7.42\|7.93\|7.26\|4269845;2026-05-12\|7.70\|-1.28\|7.72\|8.00\|7.10\|4149437;2026-05-13\|8.47\|10.00\|7.46\|8.47\|7.46\|3045804;2026-05-14\|8.00\|-5.55\|8.86\|9.06\|8.00\|5079108;2026-05-15\|7.62\|-4.75\|7.58\|8.40\|7.20\|3867129;2026-05-18\|6.98\|-8.40\|7.21\|7.48\|6.88\|3060503;2026-05-19\|7.00\|0.29\|6.80\|7.23\|6.65\|2670825;2026-05-20\|6.43\|-8.14\|6.90\|6.92\|6.36\|2359847;2026-05-21\|6.19\|-3.73\|6.31\|6.68\|6.17\|1704383;2026-05-22\|6.29\|1.62\|6.19\|6.34\|6.02\|1273724;2026-05-25\|6.92\|10.02\|6.29\|6.92\|6.27\|1415260;2026-05-26\|7.61\|9.97\|7.27\|7.61\|7.17\|2030758;2026-05-27\|8.37\|9.99\|7.86\|8.37\|7.71\|1283927;2026-05-28\|9.21\|10.04\|9.21\|9.21\|8.97\|2337869;2026-05-29\|10.13\|9.99\|9.75\|10.13\|9.75\|1687553;2026-06-01\|9.50\|-6.22\|10.38\|10.89\|9.13\|5105662;2026-06-02\|9.24\|-2.74\|9.50\|9.65\|8.87\|4068225;2026-06-03\|9.71\|5.09\|8.96\|10.03\|8.80\|5315045;2026-06-04\|10.39\|7.00\|9.30\|10.68\|9.20\|5666041;2026-06-05\|9.35\|-10.01\|10.18\|10.60\|9.35\|4284526;2026-06-08\|8.80\|-5.88\|8.42\|9.58\|8.42\|3366247;2026-06-09\|9.05\|2.84\|8.80\|9.20\|8.43\|3419246;2026-06-10\|8.43\|-6.85\|8.83\|8.91\|8.26\|2607655;2026-06-11\|8.12\|-3.68\|8.30\|8.50\|8.08\|1884694;2026-06-12\|8.09\|-0.37\|8.15\|8.93\|8.02\|2978774;2026-06-15\|8.56\|5.81\|8.09\|8.58\|7.77\|2455428;2026-06-16\|8.62\|0.70\|8.57\|8.80\|8.33\|2287300;2026-06-17\|8.30\|-3.71\|8.64\|8.73\|8.15\|1941158;2026-06-18\|7.88\|-5.06\|8.22\|8.25\|7.79\|1920314;2026-06-22\|8.08\|2.54\|7.85\|8.16\|7.70\|1586486;2026-06-23\|7.94\|-1.73\|7.88\|8.20\|7.73\|1436045;2026-06-24\|7.88\|-0.76\|7.83\|7.97\|7.47\|1567303;2026-06-25\|7.59\|-3.68\|7.88\|8.00\|7.54\|1137483;2026-06-26\|7.19\|-5.27\|7.58\|8.26\|7.17\|2628112;2026-06-29\|7.28\|1.25\|7.14\|7.42\|6.95\|1814871;2026-06-30\|7.12\|-2.20\|7.21\|7.23\|6.90\|1366124;2026-07-01\|7.33\|2.95\|7.12\|7.38\|7.00\|1336288;2026-07-02\|6.60\|-9.96\|7.30\|7.75\|6.60\|2358792;2026-07-03\|6.43\|-2.58\|6.63\|6.90\|6.36\|1871144;2026-07-06\|6.34\|-1.40\|6.51\|6.53\|6.28\|1172100;2026-07-07\|6.10\|-3.79\|6.28\|6.33\|6.03\|967903;2026-07-08\|5.90\|-3.28\|6.11\|6.16\|5.87\|847891;2026-07-09\|6.06\|2.71\|5.89\|6.15\|5.79\|1038529;2026-07-10\|6.20\|2.31\|6.07\|6.63\|6.04\|2185674;2026-07-13\|5.75\|-7.26\|6.00\|6.20\|5.73\|1481413
112853	南方电网用电负荷连续创新高	AIDC高压直流+变压器出海+股份回购行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年6月12日互动易，公司坚定看好数据中心及智算中心行业发展，产品已应用于中国联通粤港澳大湾区枢纽韶关数据中心等项目，已完成数据中心用智能小母线及一体化电力模块产品研发，具备800V HVDC等技术储备；据2026年4月25日年报，公司750V/800V高压直流系统与国际主流智算中心AIDC架构高度兼容，可显著降低数据中心PUE值。 2、据2026年5月14日互动易，公司以北美、欧洲、中东为核心突破区域，以变压器为拳头产品，同步带动中低压成套开关设备、直流配电、母线等协同出海，大力开拓海外市场；深耕北美市场，扩大主变在智算中心和电网改造领域批量订单落地。 3、据2026年6月12日互动易，截至2026年4月30日，公司累计回购股份687,400股，占公司总股本的0.1272%，成交总金额为人民币1009.85万元。	1、公司已完成数据中心智能小母线及一体化电力模块研发，750V直流方案已在园区、楼宇、地铁落地，并储备800VHVDC技术，服务中国联通、佛山开普勒等算力中心； 2、公司围绕两网数字化、智能化需求，打造综合解决方案，加大 “二次 + 智能技术” 投入，为智能电网提供绿色环保、智能可靠的产品与供电系统方案	2026-03-03\|19.80\|-3.37\|20.50\|21.36\|19.77\|503835;2026-03-04\|21.24\|7.27\|19.03\|21.78\|19.03\|535327;2026-03-05\|21.09\|-0.71\|21.66\|22.63\|21.06\|475897;2026-03-06\|20.50\|-2.80\|20.91\|22.20\|20.46\|463461;2026-03-09\|20.45\|-0.24\|20.09\|21.09\|20.09\|405818;2026-03-10\|19.90\|-2.69\|20.25\|20.60\|19.67\|351289;2026-03-11\|19.33\|-2.86\|20.00\|20.13\|19.19\|333320;2026-03-12\|19.46\|0.67\|19.42\|20.10\|18.98\|353491;2026-03-13\|18.62\|-4.32\|19.16\|19.42\|18.50\|274864;2026-03-16\|17.36\|-6.77\|18.60\|18.66\|17.23\|389346;2026-03-17\|16.86\|-2.88\|17.59\|17.73\|16.80\|250522;2026-03-18\|16.96\|0.59\|17.17\|17.17\|16.51\|191031;2026-03-19\|16.37\|-3.48\|16.74\|16.87\|16.24\|183819;2026-03-20\|15.88\|-2.99\|16.38\|16.66\|15.86\|181627;2026-03-23\|15.11\|-4.85\|15.48\|15.98\|15.02\|204696;2026-03-24\|15.91\|5.29\|15.38\|15.92\|15.20\|214064;2026-03-25\|16.41\|3.14\|16.00\|16.88\|15.92\|189034;2026-03-26\|16.65\|1.46\|16.35\|16.99\|16.17\|251450;2026-03-27\|16.66\|0.06\|16.31\|16.95\|16.31\|174906;2026-03-30\|16.59\|-0.42\|16.56\|16.85\|16.01\|152634;2026-03-31\|15.98\|-3.68\|16.50\|16.66\|15.96\|147956;2026-04-01\|16.31\|2.07\|16.25\|16.55\|16.17\|112508;2026-04-02\|15.88\|-2.64\|16.25\|16.54\|15.76\|125215;2026-04-03\|15.92\|0.25\|16.00\|16.46\|15.67\|131639;2026-04-07\|16.01\|0.57\|16.08\|16.35\|15.91\|96577;2026-04-08\|16.95\|5.87\|16.36\|16.98\|16.35\|168517;2026-04-09\|17.02\|0.41\|16.90\|17.40\|16.65\|190334;2026-04-10\|16.91\|-0.65\|17.20\|17.25\|16.69\|165378;2026-04-13\|16.00\|-5.38\|16.61\|16.70\|15.96\|217550;2026-04-14\|16.55\|3.44\|16.15\|16.55\|15.76\|225687;2026-04-15\|16.69\|0.85\|16.59\|17.10\|16.36\|194145;2026-04-16\|16.45\|-1.44\|16.58\|16.61\|16.01\|157577;2026-04-17\|16.51\|0.36\|16.36\|16.68\|16.21\|146694;2026-04-20\|17.10\|3.57\|16.53\|17.30\|16.53\|237949;2026-04-21\|16.61\|-2.87\|17.11\|17.19\|16.20\|209124;2026-04-22\|16.82\|1.26\|16.58\|16.94\|16.37\|142312;2026-04-23\|17.23\|2.44\|16.88\|18.40\|16.80\|307143;2026-04-24\|16.96\|-1.57\|17.14\|17.58\|16.70\|222400;2026-04-27\|16.27\|-4.07\|16.45\|16.53\|15.53\|253245;2026-04-28\|16.27\|0.00\|16.21\|16.56\|15.62\|178736;2026-04-29\|16.41\|0.86\|16.15\|16.56\|16.11\|93864;2026-04-30\|15.92\|-2.99\|16.41\|16.58\|15.84\|135079;2026-05-06\|16.22\|1.88\|15.99\|16.32\|15.92\|116731;2026-05-07\|17.03\|4.99\|16.30\|17.44\|16.18\|211244;2026-05-08\|16.68\|-2.06\|17.04\|17.11\|16.58\|143773;2026-05-11\|16.73\|0.30\|16.66\|17.74\|16.66\|236835;2026-05-12\|16.62\|-0.66\|16.81\|17.16\|16.51\|197835;2026-05-13\|17.21\|3.55\|16.59\|17.54\|16.48\|247776;2026-05-14\|16.24\|-5.64\|17.22\|17.30\|16.23\|243595;2026-05-15\|15.55\|-4.25\|16.28\|16.36\|15.41\|177614;2026-05-18\|16.21\|4.24\|15.40\|16.40\|15.35\|166619;2026-05-19\|16.27\|0.37\|16.20\|16.50\|15.75\|127953;2026-05-20\|16.59\|1.97\|16.07\|16.96\|15.90\|194566;2026-05-21\|15.70\|-5.36\|16.59\|16.86\|15.65\|169509;2026-05-22\|16.03\|2.10\|15.69\|16.30\|15.69\|96660;2026-05-25\|15.95\|-0.50\|16.21\|16.78\|15.51\|178123;2026-05-26\|15.30\|-4.08\|15.80\|15.88\|15.02\|166174;2026-05-27\|15.20\|-0.65\|15.15\|15.80\|14.98\|135091;2026-05-28\|16.72\|10.00\|15.24\|16.72\|15.24\|241373;2026-05-29\|17.05\|1.97\|16.98\|18.00\|16.71\|561804;2026-06-01\|17.65\|3.52\|17.00\|18.38\|17.00\|403021;2026-06-02\|17.21\|-2.49\|17.40\|17.65\|16.77\|267089;2026-06-03\|16.44\|-4.47\|17.30\|17.67\|16.06\|351841;2026-06-04\|17.35\|5.54\|16.14\|18.08\|16.09\|471825;2026-06-05\|17.99\|3.69\|17.00\|18.80\|16.71\|485547;2026-06-08\|18.30\|1.72\|17.36\|19.09\|17.36\|391133;2026-06-09\|17.88\|-2.30\|18.12\|18.49\|17.57\|306708;2026-06-10\|16.33\|-8.67\|17.56\|17.88\|16.09\|330672;2026-06-11\|14.70\|-9.98\|15.64\|15.88\|14.70\|257463;2026-06-12\|15.40\|4.76\|14.12\|15.95\|13.58\|350694;2026-06-15\|14.98\|-2.73\|15.41\|15.71\|14.88\|244002;2026-06-16\|16.48\|10.01\|14.91\|16.48\|14.44\|301739;2026-06-17\|15.89\|-3.58\|16.42\|16.86\|15.84\|257812;2026-06-18\|15.43\|-2.89\|15.90\|15.98\|15.32\|167015;2026-06-22\|15.36\|-0.45\|15.57\|15.67\|14.79\|196246;2026-06-23\|14.17\|-7.75\|15.20\|15.23\|14.05\|244234;2026-06-24\|13.52\|-4.59\|14.14\|14.19\|13.33\|201666;2026-06-25\|12.95\|-4.22\|13.55\|13.59\|12.88\|171702;2026-06-26\|14.25\|10.04\|14.04\|14.25\|14.04\|122710;2026-06-29\|13.59\|-4.63\|14.58\|14.58\|13.50\|314792;2026-06-30\|12.91\|-5.00\|13.73\|13.80\|12.72\|251488;2026-07-01\|12.86\|-0.39\|12.92\|13.06\|12.38\|177939;2026-07-02\|12.31\|-4.28\|12.51\|12.88\|12.31\|146720;2026-07-03\|12.56\|2.03\|12.45\|12.86\|12.26\|133606;2026-07-06\|13.82\|10.03\|13.00\|13.82\|12.86\|196917;2026-07-07\|15.20\|9.99\|14.00\|15.20\|13.60\|449844;2026-07-08\|13.68\|-10.00\|15.30\|16.00\|13.68\|468959;2026-07-09\|13.51\|-1.24\|13.03\|13.68\|12.75\|407556;2026-07-10\|13.04\|-3.48\|13.40\|13.59\|13.04\|229393;2026-07-13\|12.64\|-3.07\|12.90\|13.34\|12.43\|169723
112852	南方电网用电负荷连续创新高	绿电扩张+海上风电+广西国资行业原因：日前，国家发展改革委、国家能源局发布《关于有序推动多用户绿电直连发展有关事项的通知》，推动消费侧新模式新业态新场景创新发展，实现更高水平、更大范围新能源就近消纳利用。公司原因： 1、据2026年3月27日公告，公司2026年度计划投资13.76亿元建设八步上程风电场、平桂水口风电场、古欧光伏及防城港海上风电A场址等77项新能源项目，持续扩大绿电装机。 2、据2026年3月27日披露的2025年年度报告，公司控股装机容量243.37万千瓦，其中新能源88.9万千瓦、占比36.53%，清洁能源173.37万千瓦、占比71.24%，新能源发电量2025年同比增151%，已成核心增长点。 3、据2026年3月27日披露的2025年年度报告，公司最终控制人为广西国资委，是区域内唯一“厂网合一”上市平台，具特许供电经营权。	公司总装机容量超240万千瓦，其中火电装机容量70万千瓦，其余为清洁能源（水电、风电、光伏），装机容量占比超70%	2026-03-03\|4.12\|-0.96\|4.15\|4.22\|4.10\|391687;2026-03-04\|4.15\|0.73\|4.07\|4.17\|4.06\|346019;2026-03-05\|4.20\|1.20\|4.20\|4.27\|4.15\|504643;2026-03-06\|4.28\|1.90\|4.17\|4.33\|4.17\|497953;2026-03-09\|4.31\|0.70\|4.26\|4.35\|4.23\|497699;2026-03-10\|4.33\|0.46\|4.28\|4.42\|4.25\|565381;2026-03-11\|4.40\|1.62\|4.33\|4.40\|4.23\|604912;2026-03-12\|4.56\|3.64\|4.37\|4.57\|4.36\|999355;2026-03-13\|4.35\|-4.61\|4.55\|4.55\|4.33\|747816;2026-03-16\|4.24\|-2.53\|4.33\|4.38\|4.21\|490726;2026-03-17\|4.30\|1.42\|4.24\|4.35\|4.20\|406092;2026-03-18\|4.35\|1.16\|4.29\|4.40\|4.27\|360946;2026-03-19\|4.44\|2.07\|4.33\|4.51\|4.30\|592970;2026-03-20\|4.88\|9.91\|4.40\|4.88\|4.36\|2320308;2026-03-23\|5.08\|4.10\|4.59\|5.36\|4.53\|2641726;2026-03-24\|5.17\|1.77\|4.92\|5.32\|4.75\|2230341;2026-03-25\|5.45\|5.42\|5.02\|5.65\|4.99\|2363472;2026-03-26\|6.00\|10.09\|5.31\|6.00\|5.20\|1995784;2026-03-27\|6.60\|10.00\|6.60\|6.60\|6.60\|424981;2026-03-30\|6.32\|-4.24\|6.99\|7.26\|6.18\|4665025;2026-03-31\|6.34\|0.32\|5.69\|6.63\|5.69\|3836435;2026-04-01\|5.71\|-9.94\|5.89\|5.98\|5.71\|1785981;2026-04-02\|5.14\|-9.98\|5.28\|5.68\|5.14\|3016450;2026-04-03\|4.63\|-9.92\|4.97\|4.97\|4.63\|1854029;2026-04-07\|4.68\|1.08\|4.47\|4.79\|4.39\|1910091;2026-04-08\|4.57\|-2.35\|4.65\|4.69\|4.54\|1747500;2026-04-09\|4.40\|-3.72\|4.56\|4.56\|4.37\|1417893;2026-04-10\|4.36\|-0.91\|4.41\|4.47\|4.35\|987301;2026-04-13\|4.60\|5.50\|4.38\|4.62\|4.36\|1815547;2026-04-14\|4.54\|-1.30\|4.60\|4.75\|4.49\|1446270;2026-04-15\|4.43\|-2.42\|4.54\|4.54\|4.37\|1005723;2026-04-16\|4.41\|-0.45\|4.42\|4.50\|4.37\|704793;2026-04-17\|4.41\|0.00\|4.42\|4.49\|4.36\|760788;2026-04-20\|4.62\|4.76\|4.41\|4.67\|4.39\|1524341;2026-04-21\|4.78\|3.46\|4.61\|4.89\|4.47\|1845850;2026-04-22\|4.80\|0.42\|4.73\|4.89\|4.69\|1507119;2026-04-23\|5.28\|10.00\|4.79\|5.28\|4.67\|2442178;2026-04-24\|5.09\|-3.60\|5.29\|5.53\|5.08\|2717808;2026-04-27\|5.27\|3.54\|4.99\|5.37\|4.82\|2007108;2026-04-28\|5.31\|0.76\|5.16\|5.50\|4.98\|2132702;2026-04-29\|5.06\|-4.71\|5.18\|5.29\|5.03\|1569990;2026-04-30\|4.94\|-2.37\|5.01\|5.10\|4.89\|1169039;2026-05-06\|5.14\|4.05\|4.94\|5.20\|4.89\|1351397;2026-05-07\|5.31\|3.31\|5.15\|5.39\|5.15\|1606967;2026-05-08\|5.33\|0.38\|5.30\|5.45\|5.21\|1314693;2026-05-11\|5.35\|0.38\|5.40\|5.48\|5.31\|1150777;2026-05-12\|5.42\|1.31\|5.35\|5.56\|5.12\|1516467;2026-05-13\|5.56\|2.58\|5.43\|5.70\|5.42\|2014005;2026-05-14\|5.18\|-6.83\|5.57\|5.77\|5.18\|1857999;2026-05-15\|5.10\|-1.54\|5.12\|5.23\|4.96\|1335928;2026-05-18\|5.11\|0.20\|5.02\|5.22\|4.99\|800474;2026-05-19\|5.62\|9.98\|5.10\|5.62\|4.98\|1429645;2026-05-20\|5.07\|-9.79\|5.68\|5.76\|5.07\|1995561;2026-05-21\|5.20\|2.56\|5.07\|5.46\|5.05\|1593370;2026-05-22\|5.10\|-1.92\|5.10\|5.20\|4.89\|1175878;2026-05-25\|5.61\|10.00\|5.12\|5.61\|5.11\|1940832;2026-05-26\|5.53\|-1.43\|5.74\|5.97\|5.51\|2413620;2026-05-27\|5.82\|5.24\|5.47\|5.90\|5.47\|2328820;2026-05-28\|5.80\|-0.34\|5.90\|6.16\|5.64\|2471116;2026-05-29\|5.98\|3.10\|5.74\|6.25\|5.72\|2378461;2026-06-01\|5.84\|-2.34\|5.98\|6.03\|5.41\|1887865;2026-06-02\|5.77\|-1.20\|5.70\|5.95\|5.49\|1509874;2026-06-03\|6.35\|10.05\|5.98\|6.35\|5.98\|1101622;2026-06-04\|6.29\|-0.94\|6.79\|6.99\|6.22\|3506573;2026-06-05\|5.66\|-10.02\|6.19\|6.46\|5.66\|2357522;2026-06-08\|5.23\|-7.60\|5.31\|5.65\|5.19\|1492955;2026-06-09\|5.08\|-2.31\|5.20\|5.23\|4.94\|1166241;2026-06-10\|4.75\|-6.50\|5.00\|5.01\|4.68\|1118969;2026-06-11\|4.76\|0.21\|4.65\|4.85\|4.60\|805742;2026-06-12\|4.63\|-2.73\|4.71\|4.80\|4.60\|995480;2026-06-15\|4.93\|6.48\|4.74\|5.08\|4.73\|1369388;2026-06-16\|4.84\|-1.83\|4.93\|4.96\|4.81\|832172;2026-06-17\|4.67\|-3.51\|4.84\|4.86\|4.61\|824216;2026-06-18\|4.38\|-6.21\|4.67\|4.67\|4.36\|983160;2026-06-22\|4.26\|-2.74\|4.38\|4.40\|4.17\|809377;2026-06-23\|4.24\|-0.47\|4.20\|4.33\|4.16\|665314;2026-06-24\|4.20\|-0.94\|4.23\|4.23\|4.07\|616543;2026-06-25\|4.11\|-2.14\|4.21\|4.21\|4.07\|517353;2026-06-26\|3.96\|-3.65\|4.13\|4.24\|3.96\|838244;2026-06-29\|4.06\|2.53\|3.92\|4.27\|3.92\|1152938;2026-06-30\|4.22\|3.94\|4.01\|4.38\|3.93\|1060625;2026-07-01\|4.26\|0.95\|4.22\|4.29\|4.18\|732215;2026-07-02\|4.12\|-3.29\|4.23\|4.35\|4.10\|801929;2026-07-03\|4.07\|-1.21\|4.09\|4.16\|4.03\|472088;2026-07-06\|4.00\|-1.72\|4.07\|4.08\|3.97\|425231;2026-07-07\|3.82\|-4.50\|3.99\|4.00\|3.80\|571312;2026-07-08\|3.76\|-1.57\|3.80\|3.83\|3.73\|354235;2026-07-09\|3.84\|2.13\|3.74\|3.85\|3.70\|492384;2026-07-10\|3.97\|3.39\|3.82\|4.07\|3.81\|681089;2026-07-13\|3.87\|-2.52\|3.96\|3.98\|3.83\|484871
112851	南方电网用电负荷连续创新高	安哥拉电解铝+热电联产+定增修订行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年1月28日公告，公司拟通过全资子公司北京百通图达铝业科技有限公司以约4亿美元在安哥拉设立全资公司，开展电解铝及上下游业务，优化海外布局。 2、据2025年12月5日公告，公司主营工业园区集中供热与热电联产，业务已覆盖苏、鲁、赣、黔、鄂等多省，形成区域性排他优势。 3、据2025年12月16日董事会决议，公司二次修订定增方案，拟向控股股东定增募资不超2.73亿元，全部用于补流偿债。	公司主营以煤炭为燃料的热电联产业务，此前拟4亿美元在安哥拉布局电解铝业务	2026-03-03\|21.40\|-3.04\|22.66\|23.72\|21.01\|254504;2026-03-04\|22.90\|7.01\|21.33\|23.40\|20.90\|294634;2026-03-05\|22.23\|-2.93\|24.05\|24.50\|21.59\|267031;2026-03-06\|21.15\|-4.86\|22.10\|22.10\|20.98\|157157;2026-03-09\|20.81\|-1.61\|20.87\|21.15\|19.71\|171868;2026-03-10\|20.61\|-0.96\|20.71\|20.98\|20.24\|112793;2026-03-11\|20.67\|0.29\|20.70\|21.07\|20.02\|111014;2026-03-12\|22.03\|6.58\|20.86\|22.22\|20.32\|220972;2026-03-13\|21.77\|-1.18\|22.37\|23.40\|21.60\|198704;2026-03-16\|20.88\|-4.09\|21.94\|22.32\|20.82\|157782;2026-03-17\|19.64\|-5.94\|21.07\|21.18\|19.59\|104989;2026-03-18\|18.28\|-6.92\|19.65\|19.82\|17.98\|191225;2026-03-19\|16.83\|-7.93\|18.00\|18.10\|16.67\|200120;2026-03-20\|16.50\|-1.96\|17.00\|17.28\|16.38\|154624;2026-03-23\|15.61\|-5.39\|16.03\|16.23\|15.45\|155166;2026-03-24\|16.25\|4.10\|15.93\|16.38\|15.63\|134952;2026-03-25\|17.88\|10.03\|16.80\|17.88\|16.30\|162408;2026-03-26\|17.00\|-4.92\|18.00\|18.13\|16.92\|174928;2026-03-27\|16.78\|-1.29\|16.92\|17.40\|16.38\|184308;2026-03-30\|16.00\|-4.65\|17.86\|17.92\|15.90\|273946;2026-03-31\|15.76\|-1.50\|16.00\|17.44\|15.70\|260849;2026-04-01\|15.79\|0.19\|16.04\|16.35\|15.50\|197390;2026-04-02\|15.23\|-3.55\|15.79\|15.92\|15.18\|150968;2026-04-03\|14.65\|-3.81\|15.23\|15.28\|14.60\|116149;2026-04-07\|15.20\|3.75\|14.75\|15.58\|14.68\|139004;2026-04-08\|15.90\|4.61\|15.92\|16.10\|15.48\|138635;2026-04-09\|15.89\|-0.06\|15.65\|16.04\|15.18\|107928;2026-04-10\|15.96\|0.44\|15.96\|16.21\|15.79\|84371;2026-04-13\|16.14\|1.13\|15.81\|16.48\|15.73\|109368;2026-04-14\|16.16\|0.12\|16.43\|16.82\|15.91\|117361;2026-04-15\|15.73\|-2.66\|16.22\|16.29\|15.69\|94912;2026-04-16\|16.33\|3.81\|15.68\|16.39\|15.50\|127397;2026-04-17\|16.08\|-1.53\|16.30\|16.30\|15.87\|74548;2026-04-20\|15.96\|-0.75\|16.08\|16.14\|15.72\|84823;2026-04-21\|15.78\|-1.13\|15.95\|15.95\|15.43\|74685;2026-04-22\|16.15\|2.34\|15.68\|16.21\|15.57\|79154;2026-04-23\|15.87\|-1.73\|16.16\|16.25\|15.51\|110226;2026-04-24\|15.51\|-2.27\|15.68\|15.98\|15.47\|87413;2026-04-27\|15.53\|0.13\|15.47\|15.63\|15.26\|99976;2026-04-28\|15.04\|-3.16\|15.35\|15.48\|14.86\|99162;2026-04-29\|15.25\|1.40\|14.98\|15.53\|14.95\|87689;2026-04-30\|15.17\|-0.52\|15.26\|15.38\|15.05\|77375;2026-05-06\|15.19\|0.13\|15.20\|15.32\|15.05\|110083;2026-05-07\|15.57\|2.50\|15.23\|15.69\|15.13\|118965;2026-05-08\|15.88\|1.99\|15.56\|16.20\|15.47\|117333;2026-05-11\|15.70\|-1.13\|15.94\|16.07\|15.52\|110706;2026-05-12\|15.45\|-1.59\|15.75\|16.00\|15.40\|109290;2026-05-13\|15.58\|0.84\|15.52\|15.84\|15.35\|115806;2026-05-14\|14.72\|-5.52\|15.61\|15.61\|14.51\|249525;2026-05-15\|13.84\|-5.98\|14.59\|14.73\|13.75\|198051;2026-05-18\|13.64\|-1.45\|13.70\|13.83\|13.28\|109963;2026-05-19\|14.06\|3.08\|13.60\|14.16\|13.36\|137647;2026-05-20\|13.93\|-0.92\|13.84\|14.29\|13.67\|130230;2026-05-21\|13.19\|-5.31\|13.88\|14.07\|13.18\|125196;2026-05-22\|14.11\|6.97\|13.19\|14.48\|13.07\|218994;2026-05-25\|13.89\|-1.56\|14.10\|14.40\|13.75\|128368;2026-05-26\|15.28\|10.01\|13.78\|15.28\|13.60\|300639;2026-05-27\|15.00\|-1.83\|15.49\|15.60\|14.92\|355956;2026-05-28\|14.74\|-1.73\|15.00\|15.20\|14.49\|247502;2026-05-29\|14.56\|-1.22\|14.73\|15.16\|14.52\|245563;2026-06-01\|14.59\|0.21\|14.50\|14.93\|14.13\|199830;2026-06-02\|14.15\|-3.02\|14.47\|14.51\|13.90\|151527;2026-06-03\|13.07\|-7.63\|14.00\|14.02\|12.80\|318344;2026-06-04\|14.38\|10.02\|13.04\|14.38\|12.90\|170106;2026-06-05\|13.71\|-4.66\|14.24\|14.47\|13.45\|316471;2026-06-08\|12.67\|-7.59\|13.47\|13.80\|12.56\|230209;2026-06-09\|12.35\|-2.53\|12.90\|12.90\|12.22\|162232;2026-06-10\|11.88\|-3.81\|12.08\|12.23\|11.76\|152482;2026-06-11\|11.65\|-1.94\|11.74\|11.99\|11.53\|117340;2026-06-12\|12.09\|3.78\|11.79\|12.41\|11.71\|162076;2026-06-15\|12.68\|4.88\|12.14\|13.25\|12.12\|184059;2026-06-16\|12.35\|-2.60\|12.70\|12.70\|12.34\|118513;2026-06-17\|11.93\|-3.40\|12.21\|12.35\|11.86\|130070;2026-06-18\|11.58\|-2.93\|11.87\|12.29\|11.48\|102842;2026-06-22\|11.70\|1.04\|11.51\|11.73\|11.01\|146854;2026-06-23\|11.57\|-1.11\|11.60\|11.91\|11.42\|123617;2026-06-24\|11.22\|-3.03\|11.59\|11.62\|11.10\|97711;2026-06-25\|10.89\|-2.94\|11.23\|11.23\|10.85\|98758;2026-06-26\|10.43\|-4.22\|10.95\|10.98\|10.42\|103146;2026-06-29\|10.33\|-0.96\|10.30\|10.50\|9.95\|104126;2026-06-30\|10.40\|0.68\|10.33\|10.43\|10.14\|89743;2026-07-01\|10.56\|1.54\|10.40\|10.65\|10.33\|99253;2026-07-02\|10.63\|0.66\|10.46\|10.93\|10.46\|99985;2026-07-03\|10.81\|1.69\|10.77\|10.95\|10.52\|95506;2026-07-06\|10.66\|-1.39\|10.77\|11.07\|10.65\|78972;2026-07-07\|10.11\|-5.16\|10.55\|10.67\|10.09\|87514;2026-07-08\|9.97\|-1.38\|10.16\|10.19\|9.95\|75807;2026-07-09\|9.86\|-0.10\|9.89\|9.99\|9.55\|77489;2026-07-10\|10.09\|2.33\|9.91\|10.29\|9.71\|91543;2026-07-13\|9.60\|-4.86\|10.08\|10.15\|9.58\|74578
112850	南方电网用电负荷连续创新高	涨停揭秘：公司作为区域热电联产龙头，叠加电网侧独立储能业务放量，直接受益于智能电网投资高增及‘算电协同’政策催化；涨停缘由：一季度国家电网固投同比+37%；‘算电协同’首次写入政府工作报告；2号机组投产+储能收入同比+52%；提前赎回新港转债强化资本结构；资金逻辑：近5日4次登龙虎榜，主力资金4月2日净流入2110万元，游资与机构共振推升股价，反映对低碳能源基础设施的配置共识；风险提示：火电主业受煤价波动影响，可转债赎回完成或致短期流动性承压，市盈率40倍高于行业均值	公司专业从事热电联产业务	2026-03-03\|9.78\|0.00\|9.75\|10.31\|9.74\|143040;2026-03-04\|9.82\|0.41\|9.53\|9.96\|9.53\|126610;2026-03-05\|9.94\|1.22\|10.02\|10.16\|9.87\|110523;2026-03-06\|10.02\|0.80\|9.82\|10.13\|9.82\|98103;2026-03-09\|10.07\|0.50\|9.95\|10.13\|9.90\|88390;2026-03-10\|10.06\|-0.10\|10.07\|10.15\|9.98\|76832;2026-03-11\|10.02\|-0.40\|10.05\|10.09\|9.91\|74640;2026-03-12\|9.90\|-1.20\|10.05\|10.12\|9.87\|67685;2026-03-13\|9.70\|-2.02\|9.96\|9.96\|9.66\|70435;2026-03-16\|9.67\|-0.31\|9.70\|9.75\|9.61\|53983;2026-03-17\|9.53\|-1.45\|9.67\|9.78\|9.51\|58758;2026-03-18\|10.23\|7.35\|9.56\|10.48\|9.55\|338977;2026-03-19\|10.12\|-1.08\|10.10\|10.70\|10.07\|308406;2026-03-20\|10.64\|5.14\|10.26\|10.92\|9.95\|341237;2026-03-23\|10.40\|-2.26\|10.90\|11.32\|10.33\|374135;2026-03-24\|10.78\|3.65\|10.59\|10.88\|10.37\|272811;2026-03-25\|10.95\|1.58\|10.55\|11.15\|10.46\|298205;2026-03-26\|10.98\|0.27\|10.85\|11.11\|10.56\|255147;2026-03-27\|11.20\|2.00\|10.80\|11.70\|10.80\|334395;2026-03-30\|10.55\|-5.80\|10.99\|10.99\|10.08\|291038;2026-03-31\|11.61\|10.05\|10.20\|11.61\|10.16\|326211;2026-04-01\|12.77\|9.99\|11.80\|12.77\|11.13\|548307;2026-04-02\|14.05\|10.02\|13.40\|14.05\|13.40\|463188;2026-04-03\|12.79\|-8.97\|14.48\|15.46\|12.72\|652075;2026-04-07\|14.07\|10.01\|12.79\|14.07\|12.12\|594774;2026-04-08\|15.48\|10.02\|14.13\|15.48\|14.13\|615370;2026-04-09\|14.15\|-8.59\|14.70\|14.86\|13.93\|519780;2026-04-10\|14.17\|0.14\|13.80\|14.85\|13.15\|488733;2026-04-13\|13.80\|-2.61\|13.50\|13.97\|12.90\|372295;2026-04-14\|14.05\|1.81\|13.49\|14.88\|13.30\|405459;2026-04-15\|12.82\|-8.75\|13.33\|13.57\|12.65\|397390;2026-04-16\|13.04\|1.72\|12.30\|13.28\|11.81\|394720;2026-04-17\|12.74\|-2.30\|13.00\|13.28\|12.64\|256561;2026-04-20\|14.01\|9.97\|12.74\|14.01\|12.57\|221343;2026-04-21\|13.86\|-1.07\|14.49\|14.60\|13.65\|495119;2026-04-22\|13.51\|-2.53\|13.72\|13.77\|13.15\|286030;2026-04-23\|13.06\|-3.33\|13.30\|13.57\|12.43\|339281;2026-04-24\|12.00\|-8.12\|12.53\|12.79\|11.92\|261849;2026-04-27\|11.93\|-0.58\|11.66\|12.00\|11.40\|166483;2026-04-28\|11.52\|-3.44\|11.90\|11.92\|11.36\|166423;2026-04-29\|11.47\|-0.43\|11.32\|11.59\|11.31\|115048;2026-04-30\|11.16\|-2.70\|11.36\|11.52\|11.09\|152136;2026-05-06\|11.41\|2.24\|11.18\|11.47\|11.18\|121872;2026-05-07\|11.87\|4.03\|11.54\|11.88\|11.43\|178168;2026-05-08\|11.77\|-0.84\|11.85\|11.94\|11.61\|134914;2026-05-11\|11.68\|-0.76\|11.77\|11.84\|11.63\|133993;2026-05-12\|11.79\|0.94\|11.62\|11.91\|11.47\|143276;2026-05-13\|12.05\|2.21\|11.86\|12.45\|11.76\|237984;2026-05-14\|11.56\|-4.07\|12.04\|12.38\|11.56\|240199;2026-05-15\|11.33\|-1.99\|11.48\|11.62\|11.19\|166447;2026-05-18\|11.01\|-2.82\|11.11\|11.24\|10.83\|137136;2026-05-19\|11.25\|2.18\|10.97\|11.30\|10.90\|118788;2026-05-20\|10.90\|-3.11\|11.10\|11.15\|10.83\|110001;2026-05-21\|10.45\|-4.13\|10.85\|11.07\|10.39\|135496;2026-05-22\|10.70\|2.39\|10.46\|10.76\|10.32\|91151;2026-05-25\|10.83\|1.22\|10.65\|11.36\|10.45\|193220;2026-05-26\|10.66\|-1.57\|10.82\|10.90\|10.45\|129841;2026-05-27\|11.00\|3.19\|10.50\|11.73\|10.50\|383984;2026-05-28\|9.90\|-10.00\|10.75\|10.77\|9.90\|348225;2026-05-29\|9.80\|-1.01\|9.98\|10.33\|9.80\|307553;2026-06-01\|10.20\|4.08\|9.89\|10.25\|9.55\|227504;2026-06-02\|10.50\|2.94\|10.08\|10.55\|9.87\|207657;2026-06-03\|11.55\|10.00\|10.31\|11.55\|10.31\|247374;2026-06-04\|12.71\|10.04\|11.75\|12.71\|11.50\|325695;2026-06-05\|12.30\|-3.23\|13.16\|13.50\|12.00\|735844;2026-06-08\|11.07\|-10.00\|11.78\|12.02\|11.07\|407389;2026-06-09\|10.55\|-4.70\|11.16\|11.25\|10.35\|388990;2026-06-10\|9.97\|-5.50\|10.34\|10.53\|9.80\|231617;2026-06-11\|9.52\|-4.51\|9.75\|9.86\|9.37\|196141;2026-06-12\|9.18\|-3.57\|9.47\|9.62\|9.14\|205520;2026-06-15\|9.24\|0.65\|9.18\|9.78\|9.10\|212776;2026-06-16\|9.05\|-2.06\|9.24\|9.38\|9.01\|185008;2026-06-17\|8.87\|-1.99\|9.00\|9.18\|8.76\|206927;2026-06-18\|8.58\|-3.27\|8.87\|8.88\|8.51\|154309;2026-06-22\|8.54\|-0.47\|8.62\|8.62\|8.29\|132499;2026-06-23\|8.59\|0.59\|8.48\|8.69\|8.46\|129142;2026-06-24\|8.33\|-3.03\|8.52\|8.56\|8.17\|107767;2026-06-25\|7.98\|-2.33\|8.19\|8.23\|7.94\|96992;2026-06-26\|7.72\|-3.26\|8.05\|8.19\|7.68\|109767;2026-06-29\|7.63\|-1.17\|7.58\|7.75\|7.41\|97451;2026-06-30\|7.71\|1.05\|7.63\|7.74\|7.47\|82951;2026-07-01\|7.81\|1.30\|7.67\|7.85\|7.66\|105243;2026-07-02\|7.83\|0.26\|7.81\|8.05\|7.77\|117878;2026-07-03\|8.00\|2.17\|7.83\|8.09\|7.66\|105229;2026-07-06\|7.76\|-3.00\|8.08\|8.16\|7.75\|94816;2026-07-07\|7.49\|-3.48\|7.73\|7.80\|7.45\|74691;2026-07-08\|7.29\|-2.67\|7.54\|7.54\|7.25\|75236;2026-07-09\|7.38\|1.23\|7.33\|7.48\|7.18\|85898;2026-07-10\|7.55\|2.30\|7.47\|7.74\|7.26\|106222;2026-07-13\|7.17\|-5.03\|7.54\|7.58\|7.13\|95758
112849	南方电网用电负荷连续创新高	水电+储能+锑银矿行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2025年4月29日2024年年度报告，公司运营7座水电站，总装机15.1万千瓦，2024年售电量51,455万千瓦时，水电为主营清洁能源业务。 2、据2025年8月27日2025年半年度报告，公司参股45%的广东吉洋能源已完成广州地铁18号线25kV飞轮储能试点项目挂网试验。 3、据2025年11月25日互动易，全资子公司梅雁矿业嵩溪锑银矿资源储量核实报告评审备案申请已获自然资源部受理，储量核实报告进入审核完善阶段。	以水力发电为主的民营企业，公司电站所在区域全部在广东	2026-03-03\|3.70\|-8.64\|4.05\|4.08\|3.68\|1892615;2026-03-04\|3.76\|1.62\|3.65\|3.82\|3.62\|1081073;2026-03-05\|3.86\|2.66\|3.81\|3.90\|3.79\|1090128;2026-03-06\|3.87\|0.26\|3.83\|3.90\|3.78\|712805;2026-03-09\|3.86\|-0.26\|3.80\|3.88\|3.76\|700915;2026-03-10\|3.84\|-0.52\|3.87\|3.91\|3.81\|736805;2026-03-11\|3.94\|2.60\|3.84\|4.08\|3.79\|1716653;2026-03-12\|4.33\|9.90\|3.95\|4.33\|3.91\|2009713;2026-03-13\|4.16\|-3.93\|4.33\|4.42\|4.12\|3877726;2026-03-16\|4.00\|-3.85\|4.13\|4.16\|3.88\|2088999;2026-03-17\|3.90\|-2.50\|3.99\|4.13\|3.88\|1777679;2026-03-18\|3.98\|2.05\|3.93\|4.15\|3.93\|1796525;2026-03-19\|3.79\|-4.77\|3.90\|3.93\|3.76\|1477420;2026-03-20\|3.65\|-3.69\|3.75\|3.94\|3.62\|1411263;2026-03-23\|3.44\|-5.75\|3.50\|3.60\|3.34\|1277837;2026-03-24\|3.78\|9.88\|3.54\|3.78\|3.47\|1996724;2026-03-25\|3.91\|3.44\|3.79\|3.95\|3.73\|2000304;2026-03-26\|3.88\|-0.77\|3.89\|3.95\|3.85\|1586617;2026-03-27\|4.06\|4.64\|3.88\|4.26\|3.82\|2788948;2026-03-30\|3.85\|-5.17\|3.92\|4.00\|3.72\|2063084;2026-03-31\|3.72\|-3.38\|3.82\|3.89\|3.72\|1148624;2026-04-01\|3.69\|-0.81\|3.83\|3.84\|3.67\|845716;2026-04-02\|3.57\|-3.25\|3.69\|3.72\|3.55\|864813;2026-04-03\|3.46\|-3.08\|3.58\|3.60\|3.44\|635871;2026-04-07\|3.50\|1.16\|3.46\|3.55\|3.44\|620046;2026-04-08\|3.61\|3.14\|3.55\|3.62\|3.55\|737112;2026-04-09\|3.53\|-2.22\|3.58\|3.59\|3.51\|525472;2026-04-10\|3.51\|-0.57\|3.56\|3.58\|3.50\|496051;2026-04-13\|3.53\|0.57\|3.50\|3.54\|3.46\|451510;2026-04-14\|3.54\|0.28\|3.55\|3.58\|3.47\|565038;2026-04-15\|3.47\|-1.98\|3.55\|3.57\|3.45\|526155;2026-04-16\|3.46\|-0.29\|3.45\|3.48\|3.41\|567853;2026-04-17\|3.40\|-1.73\|3.44\|3.44\|3.30\|995127;2026-04-20\|3.46\|1.76\|3.41\|3.48\|3.38\|722279;2026-04-21\|3.48\|0.58\|3.47\|3.50\|3.38\|726720;2026-04-22\|3.46\|-0.57\|3.46\|3.48\|3.42\|458157;2026-04-23\|3.57\|3.18\|3.45\|3.61\|3.38\|1307579;2026-04-24\|3.40\|-4.76\|3.54\|3.54\|3.39\|867095;2026-04-27\|3.37\|-0.88\|3.34\|3.40\|3.34\|429182;2026-04-28\|3.31\|-1.78\|3.35\|3.38\|3.30\|501837;2026-04-29\|3.37\|1.81\|3.30\|3.40\|3.27\|591500;2026-04-30\|3.41\|1.19\|3.39\|3.43\|3.37\|487460;2026-05-06\|3.51\|2.93\|3.43\|3.52\|3.42\|678559;2026-05-07\|3.60\|2.56\|3.55\|3.62\|3.51\|938318;2026-05-08\|3.60\|0.00\|3.59\|3.64\|3.54\|767338;2026-05-11\|3.59\|-0.28\|3.62\|3.64\|3.57\|658500;2026-05-12\|3.62\|0.84\|3.61\|3.72\|3.53\|1120843;2026-05-13\|3.69\|1.93\|3.63\|3.73\|3.62\|1226165;2026-05-14\|3.56\|-3.52\|3.71\|3.82\|3.56\|1352317;2026-05-15\|3.49\|-1.97\|3.51\|3.55\|3.45\|845739;2026-05-18\|3.49\|0.00\|3.45\|3.52\|3.44\|518863;2026-05-19\|3.58\|2.58\|3.48\|3.60\|3.41\|727114;2026-05-20\|3.37\|-5.87\|3.55\|3.56\|3.34\|954001;2026-05-21\|3.29\|-2.37\|3.34\|3.41\|3.28\|584864;2026-05-22\|3.28\|-0.30\|3.29\|3.31\|3.20\|537199;2026-05-25\|3.33\|1.52\|3.28\|3.35\|3.26\|405775;2026-05-26\|3.28\|-1.50\|3.30\|3.32\|3.22\|434325;2026-05-27\|3.36\|2.44\|3.28\|3.45\|3.25\|865075;2026-05-28\|3.35\|-0.30\|3.32\|3.40\|3.26\|729098;2026-05-29\|3.50\|4.48\|3.30\|3.65\|3.30\|1715151;2026-06-01\|3.48\|-0.57\|3.51\|3.57\|3.32\|1176199;2026-06-02\|3.41\|-2.01\|3.45\|3.45\|3.31\|824070;2026-06-03\|3.44\|0.88\|3.39\|3.49\|3.33\|987132;2026-06-04\|3.78\|9.88\|3.42\|3.78\|3.40\|3130749;2026-06-05\|3.54\|-6.35\|3.71\|3.76\|3.53\|2786630;2026-06-08\|3.30\|-6.78\|3.47\|3.62\|3.28\|1969309;2026-06-09\|3.23\|-2.12\|3.31\|3.34\|3.12\|1237048;2026-06-10\|3.02\|-6.50\|3.19\|3.19\|2.99\|1166310;2026-06-11\|3.02\|0.00\|3.00\|3.05\|2.96\|528536;2026-06-12\|3.03\|0.33\|3.04\|3.07\|2.97\|571016;2026-06-15\|3.03\|0.00\|3.04\|3.07\|3.01\|538637;2026-06-16\|3.08\|1.65\|3.03\|3.08\|2.97\|626446;2026-06-17\|3.01\|-2.27\|3.05\|3.07\|2.99\|528552;2026-06-18\|2.89\|-3.99\|3.00\|3.00\|2.88\|650375;2026-06-22\|2.91\|0.69\|2.88\|2.91\|2.82\|521012;2026-06-23\|2.86\|-1.72\|2.88\|2.93\|2.86\|445929;2026-06-24\|2.75\|-3.85\|2.84\|2.85\|2.72\|571319;2026-06-25\|2.69\|-2.18\|2.78\|2.79\|2.66\|500424;2026-06-26\|2.60\|-3.35\|2.68\|2.74\|2.60\|505898;2026-06-29\|2.58\|-0.77\|2.60\|2.63\|2.52\|462601;2026-06-30\|2.63\|1.94\|2.58\|2.63\|2.53\|405733;2026-07-01\|2.67\|1.52\|2.61\|2.68\|2.61\|421802;2026-07-02\|2.60\|-2.62\|2.67\|2.70\|2.60\|479887;2026-07-03\|2.65\|1.92\|2.60\|2.67\|2.59\|416923;2026-07-06\|2.59\|-2.26\|2.65\|2.68\|2.59\|365027;2026-07-07\|2.44\|-5.79\|2.58\|2.59\|2.42\|545332;2026-07-08\|2.41\|-1.23\|2.45\|2.46\|2.38\|350147;2026-07-09\|2.44\|1.24\|2.41\|2.45\|2.36\|394531;2026-07-10\|2.53\|3.69\|2.44\|2.61\|2.40\|621310;2026-07-13\|2.42\|-4.35\|2.51\|2.55\|2.41\|424429
112848	南方电网用电负荷连续创新高	参股算力+火电+绿电储备+河南国资行业原因： 5月19日据财闻报道，国家能源局会同多部门印发，提出将绿电使用占比作为算力设施布局的重要参考指标，并支持算力设施通过参与绿证绿电交易提升绿电消费比例。该政策将“算电协同”从行业概念提升至国家战略层面，为绿色电力创造了确定性的增量需求，直接催化了市场对绿电运营商价值重估的预期。公司原因： 1、据2026年3月21日公告，公司董事会通过议案，拟与控股股东河南投资集团共同增资先天算力(河南)科技有限公司，增资金额分别为11亿元、14亿元。先天算力拟自行或联合其他投资人收购郑州合盈数据有限责任公司合计91.2%股权，交易作价94.1184亿元，其中先天算力收购的股权比例将不低于郑州合盈全部股权的55%。本次交易完成后，河南投资集团为先天算力控股股东(持股57.71%)，豫能控股将成为先天算力的参股股东(持股42.29%)。 2、据2026年3月24日公告，截至2025年半年度报告期末，公司控股火电装机7,660MW，600MW级机组占比80%以上，为豫南、豫北重要支撑电源。 3、据2025年12月4日投资者关系活动记录表，鲁山1300MW抽水蓄能预计2027年首台机组投产，林州1200MW项目预计2029年首台机组投产，新能源储备充足。 4、公司最终控制人为河南省财政厅，属河南省国资体系。	1、公司是河南省集火力发电、新能源、抽水蓄能、煤炭贸易物流、综合能源服务于一体的省级资本控股的综合能源上市公司； 2、公司筹划参股先天算力，并以先天算力为主体收购郑州合盈控股权，郑州合盈数据主要从事第三方超大规模数据中心业务，下属数据中心主要分布于河北省张家口市怀来县、廊坊市，位于京津冀节点，定位服务首都及周边地区实时算力需求	2026-03-03\|13.28\|-6.08\|13.89\|15.55\|13.16\|2652702;2026-03-04\|14.26\|7.38\|13.30\|14.61\|13.30\|2573475;2026-03-05\|14.44\|1.26\|14.30\|14.94\|13.51\|2286094;2026-03-06\|15.88\|9.97\|14.04\|15.88\|14.03\|2364096;2026-03-09\|15.95\|0.44\|15.00\|16.77\|15.00\|2643013;2026-03-10\|15.81\|-0.88\|15.96\|16.28\|15.31\|1707098;2026-03-11\|16.59\|4.93\|16.10\|16.65\|15.53\|2054401;2026-03-12\|17.16\|3.44\|16.23\|17.88\|16.20\|2355305;2026-03-13\|15.44\|-10.02\|17.16\|17.52\|15.44\|2252350;2026-03-16\|13.90\|-9.97\|15.00\|15.34\|13.90\|2408076;2026-03-17\|13.90\|0.00\|13.80\|14.39\|13.30\|1900119;2026-03-18\|14.22\|2.30\|13.88\|14.53\|13.86\|1733471;2026-03-19\|14.90\|4.78\|13.88\|15.02\|13.88\|1930411;2026-03-20\|15.22\|2.15\|14.50\|15.66\|14.16\|2129497;2026-03-23\|16.21\|6.50\|14.96\|16.52\|14.81\|2200243;2026-03-24\|16.90\|4.26\|15.79\|16.99\|15.30\|2241623;2026-03-25\|16.07\|-4.91\|16.66\|17.70\|15.60\|2691259;2026-03-26\|15.04\|-6.41\|15.60\|16.05\|14.58\|2178865;2026-03-27\|16.54\|9.97\|14.98\|16.54\|14.62\|2264610;2026-03-30\|14.89\|-9.98\|15.50\|16.10\|14.89\|1772872;2026-03-31\|13.72\|-7.86\|14.16\|14.58\|13.72\|1787067;2026-04-01\|13.85\|0.95\|13.36\|14.25\|13.00\|1589514;2026-04-02\|12.66\|-8.59\|13.86\|14.12\|12.60\|1440141;2026-04-03\|12.63\|-0.24\|12.84\|12.98\|12.15\|1300479;2026-04-07\|12.57\|-0.48\|12.40\|12.70\|12.31\|909532;2026-04-08\|13.10\|4.22\|12.70\|13.15\|12.57\|1189710;2026-04-09\|12.80\|-2.29\|13.00\|13.41\|12.72\|1061030;2026-04-10\|13.21\|3.20\|12.99\|13.35\|12.63\|1131067;2026-04-13\|14.41\|9.08\|13.38\|14.50\|13.29\|1586298;2026-04-14\|15.06\|4.51\|14.87\|15.85\|14.70\|2068272;2026-04-15\|16.57\|10.03\|15.06\|16.57\|14.20\|2662223;2026-04-16\|17.06\|2.96\|16.41\|17.68\|15.75\|2253632;2026-04-17\|17.08\|0.12\|17.28\|18.09\|16.47\|2008989;2026-04-20\|18.79\|10.01\|17.32\|18.79\|16.89\|2376931;2026-04-21\|17.10\|-8.99\|18.78\|18.85\|17.00\|2551239;2026-04-22\|17.50\|2.34\|16.88\|17.90\|16.40\|2006977;2026-04-23\|17.97\|2.69\|17.70\|18.46\|16.42\|2346700;2026-04-24\|16.75\|-6.79\|17.49\|17.89\|16.50\|1673876;2026-04-27\|16.39\|-2.15\|16.30\|17.16\|15.92\|1313074;2026-04-28\|15.73\|-4.03\|16.09\|16.90\|15.66\|1593303;2026-04-29\|16.93\|7.63\|15.30\|17.30\|15.11\|2352561;2026-04-30\|15.24\|-9.98\|16.20\|16.30\|15.24\|1546965;2026-05-06\|16.40\|7.61\|15.02\|16.66\|15.02\|1673372;2026-05-07\|16.76\|2.20\|16.61\|17.00\|16.31\|1524463;2026-05-08\|16.41\|-2.09\|16.71\|17.12\|16.22\|1361501;2026-05-11\|16.81\|2.44\|16.76\|17.56\|16.52\|1586395;2026-05-12\|16.98\|1.01\|16.81\|17.46\|15.73\|1987978;2026-05-13\|17.76\|4.59\|16.98\|18.67\|16.80\|2419721;2026-05-14\|16.82\|-5.29\|17.72\|19.40\|16.81\|2354941;2026-05-15\|15.19\|-9.69\|16.01\|16.30\|15.14\|1852894;2026-05-18\|14.72\|-3.09\|14.70\|15.36\|14.51\|1126109;2026-05-19\|16.19\|9.99\|14.57\|16.19\|14.38\|1346808;2026-05-20\|14.88\|-8.09\|16.56\|16.64\|14.80\|1521587;2026-05-21\|16.37\|10.01\|14.88\|16.37\|14.61\|2908816;2026-05-22\|15.76\|-3.73\|16.00\|16.16\|15.10\|2235488;2026-05-25\|16.92\|7.36\|16.01\|17.30\|15.80\|2383771;2026-05-26\|16.55\|-2.19\|16.51\|17.05\|16.10\|1765865;2026-05-27\|15.74\|-4.89\|15.00\|16.33\|15.00\|1807056;2026-05-28\|15.69\|-0.32\|15.66\|16.52\|14.76\|1651127;2026-05-29\|16.37\|4.33\|15.47\|17.11\|15.25\|2134396;2026-06-01\|17.65\|7.82\|16.40\|18.01\|15.09\|2698035;2026-06-02\|18.25\|3.40\|17.13\|18.88\|16.43\|2757733;2026-06-03\|20.08\|10.03\|18.20\|20.08\|18.03\|1644082;2026-06-04\|22.09\|10.01\|21.65\|22.09\|21.02\|2061521;2026-06-05\|19.88\|-10.00\|23.01\|24.04\|19.88\|2996421;2026-06-08\|19.60\|-1.41\|19.87\|21.50\|19.00\|2654679;2026-06-09\|21.56\|10.00\|19.58\|21.56\|18.23\|2883037;2026-06-10\|21.17\|-1.81\|21.01\|22.35\|20.36\|2467785;2026-06-11\|21.21\|0.19\|20.70\|22.40\|20.31\|2272083;2026-06-12\|21.80\|2.78\|20.80\|22.20\|20.20\|2288524;2026-06-15\|22.70\|4.13\|21.30\|23.49\|21.02\|2121491;2026-06-16\|22.06\|-2.82\|22.68\|23.80\|22.05\|2507824;2026-06-17\|21.76\|-1.36\|21.86\|22.94\|20.80\|2204576;2026-06-18\|19.85\|-8.78\|21.40\|21.78\|19.58\|2141433;2026-06-22\|19.81\|-0.20\|19.18\|20.41\|19.00\|1489607;2026-06-23\|19.72\|-0.45\|19.41\|20.48\|19.01\|1436496;2026-06-24\|20.52\|4.06\|19.53\|20.55\|19.35\|1598697;2026-06-25\|18.60\|-9.36\|20.14\|20.55\|18.47\|2037016;2026-06-26\|16.81\|-9.62\|18.01\|19.36\|16.80\|1609240;2026-06-29\|16.67\|-0.83\|16.97\|17.12\|16.07\|1189567;2026-06-30\|16.61\|-0.36\|16.38\|17.20\|15.80\|1176169;2026-07-01\|17.43\|4.94\|16.77\|18.00\|16.35\|1575349;2026-07-02\|15.71\|-9.87\|17.28\|17.81\|15.70\|1523635;2026-07-03\|15.77\|0.38\|15.69\|16.16\|14.74\|1216914;2026-07-06\|16.51\|4.69\|15.65\|17.16\|15.50\|1416199;2026-07-07\|14.98\|-9.27\|16.24\|16.66\|14.86\|1191289;2026-07-08\|13.91\|-7.14\|14.84\|15.29\|13.88\|1010099;2026-07-09\|14.10\|1.37\|14.13\|14.19\|13.49\|1112953;2026-07-10\|14.32\|1.56\|14.07\|15.17\|13.87\|1062898;2026-07-13\|13.46\|-6.01\|14.06\|14.26\|13.36\|707191
112847	煤矿大面积停产安检，焦煤期现货价格同步走强	主焦煤龙头+煤炭+河南国资行业原因：光大期货指出，山西地区煤矿受各类检查加严影响，同时处于六月安全月，整体产能释放仍受限制，炼焦煤供应偏紧格局延续，预计短期焦煤盘面偏强运行。公司原因： 1、据2026年4月30日年报，公司主营业务为煤炭开采、洗选加工和销售，产品包括主焦煤、1/3焦煤、肥煤等冶炼精煤及混煤，资源量近30亿吨，优质低硫主焦煤处于市场龙头地位。公司核定产能3233万吨，2026年安排原煤产量计划3024万吨，精煤产量计划1308万吨。 2、据2026年4月30日年报，公司主焦煤具有低硫、低灰、低磷等先天优势，品质与产能全国领先，部分指标优于进口煤；旗下“平煤主焦一号”为大连商品交易所首批焦煤品牌，公司与国内多家大型钢铁企业保持长期战略合作关系，焦精煤作为其炼焦配煤骨架煤种具有不可替代性。 3、据公司公告及资料，公司控股股东为中国平煤神马控股集团有限公司，实际控制人为河南省人民政府国有资产监督管理委员会，具备地方国资背景。	中南地区焦煤龙头，国内品种最全的炼焦煤和电煤生产基地，产品主要有动力煤和冶炼精煤两大类	2026-03-03\|8.99\|-0.11\|9.07\|9.23\|8.79\|907629;2026-03-04\|9.13\|1.56\|8.94\|9.20\|8.70\|690794;2026-03-05\|8.87\|-2.85\|9.02\|9.05\|8.77\|500461;2026-03-06\|8.74\|-1.47\|8.80\|8.81\|8.58\|338527;2026-03-09\|8.89\|1.72\|9.10\|9.25\|8.86\|1038113;2026-03-10\|8.60\|-3.26\|8.66\|8.98\|8.56\|643658;2026-03-11\|8.86\|3.02\|8.58\|8.91\|8.39\|530414;2026-03-12\|9.19\|3.72\|8.97\|9.24\|8.87\|702540;2026-03-13\|9.09\|-1.09\|9.21\|9.30\|9.08\|449729;2026-03-16\|8.70\|-4.29\|9.09\|9.22\|8.66\|534863;2026-03-17\|8.41\|-3.33\|8.68\|8.75\|8.38\|449114;2026-03-18\|8.25\|-1.90\|8.40\|8.56\|8.15\|440417;2026-03-19\|8.29\|0.48\|8.33\|8.43\|8.22\|379084;2026-03-20\|8.24\|-0.60\|8.20\|8.36\|8.11\|362178;2026-03-23\|8.72\|5.83\|8.50\|9.00\|8.48\|1033934;2026-03-24\|8.60\|-1.38\|8.61\|8.77\|8.50\|510140;2026-03-25\|8.55\|-0.58\|8.50\|8.60\|8.15\|427658;2026-03-26\|8.53\|-0.23\|8.51\|8.73\|8.44\|365283;2026-03-27\|8.61\|0.94\|8.48\|8.66\|8.41\|337066;2026-03-30\|8.60\|-0.12\|8.65\|8.87\|8.47\|300710;2026-03-31\|8.16\|-5.12\|8.49\|8.61\|8.13\|488419;2026-04-01\|8.28\|1.47\|8.16\|8.34\|8.03\|328258;2026-04-02\|8.23\|-0.60\|8.23\|8.35\|8.16\|197229;2026-04-03\|7.84\|-4.74\|8.23\|8.25\|7.78\|382407;2026-04-07\|7.98\|1.79\|7.85\|8.00\|7.73\|224442;2026-04-08\|7.96\|-0.25\|7.87\|7.99\|7.81\|390768;2026-04-09\|7.87\|-1.13\|7.92\|7.97\|7.83\|184362;2026-04-10\|7.89\|0.25\|7.84\|7.95\|7.83\|168894;2026-04-13\|7.94\|0.63\|7.92\|8.09\|7.84\|288013;2026-04-14\|7.90\|-0.50\|7.89\|7.95\|7.84\|170965;2026-04-15\|7.91\|0.13\|7.88\|7.94\|7.80\|187623;2026-04-16\|7.95\|0.51\|7.91\|7.98\|7.85\|162482;2026-04-17\|7.87\|-1.01\|7.95\|7.97\|7.80\|201579;2026-04-20\|7.74\|-1.65\|7.81\|7.86\|7.67\|302231;2026-04-21\|7.90\|2.07\|7.73\|7.95\|7.72\|315033;2026-04-22\|7.88\|-0.25\|7.91\|7.98\|7.87\|177300;2026-04-23\|8.07\|2.41\|7.87\|8.08\|7.84\|324925;2026-04-24\|8.07\|0.00\|8.01\|8.12\|8.00\|187923;2026-04-27\|8.30\|2.85\|8.08\|8.35\|8.02\|350712;2026-04-28\|8.47\|2.05\|8.16\|8.50\|8.15\|361223;2026-04-29\|8.58\|1.30\|8.42\|8.60\|8.37\|352795;2026-04-30\|8.62\|0.47\|8.46\|8.70\|8.44\|491990;2026-05-06\|8.79\|1.97\|8.61\|8.84\|8.57\|436010;2026-05-07\|8.20\|-6.71\|8.74\|8.76\|8.17\|553011;2026-05-08\|8.10\|-1.22\|8.30\|8.32\|8.07\|313894;2026-05-11\|8.22\|1.48\|8.09\|8.32\|8.08\|332930;2026-05-12\|8.02\|-2.43\|8.22\|8.31\|7.98\|379578;2026-05-13\|7.84\|-2.24\|8.02\|8.07\|7.78\|407647;2026-05-14\|7.54\|-3.83\|7.81\|7.84\|7.53\|459984;2026-05-15\|7.39\|-1.99\|7.52\|7.57\|7.31\|457086;2026-05-18\|7.55\|2.17\|7.41\|7.57\|7.28\|374535;2026-05-19\|7.58\|0.40\|7.52\|7.66\|7.42\|243734;2026-05-20\|7.46\|-1.58\|7.55\|7.67\|7.43\|215077;2026-05-21\|7.22\|-3.22\|7.43\|7.50\|7.21\|281732;2026-05-22\|7.20\|-0.28\|7.22\|7.26\|7.08\|227196;2026-05-25\|7.92\|10.00\|7.80\|7.92\|7.65\|702662;2026-05-26\|7.77\|-1.89\|7.80\|8.17\|7.77\|835758;2026-05-27\|7.75\|-0.26\|7.77\|7.96\|7.51\|502788;2026-05-28\|7.84\|1.16\|7.74\|8.02\|7.71\|467573;2026-05-29\|7.86\|0.26\|7.80\|7.99\|7.78\|314286;2026-06-01\|8.31\|5.73\|7.90\|8.38\|7.68\|737367;2026-06-02\|8.31\|0.00\|8.25\|8.66\|8.14\|634850;2026-06-03\|8.38\|0.84\|8.24\|8.45\|8.10\|442928;2026-06-04\|9.22\|10.02\|8.46\|9.22\|8.46\|1093866;2026-06-05\|9.67\|4.88\|9.22\|9.82\|9.11\|1349899;2026-06-08\|9.75\|0.83\|9.35\|10.15\|9.34\|1003446;2026-06-09\|9.46\|-2.97\|9.34\|9.65\|9.24\|1015402;2026-06-10\|9.05\|-4.33\|9.45\|9.54\|9.00\|669254;2026-06-11\|9.10\|0.55\|8.99\|9.30\|8.96\|535029;2026-06-12\|9.18\|0.88\|9.00\|9.33\|8.94\|531991;2026-06-15\|9.16\|-0.22\|9.00\|9.18\|8.64\|629512;2026-06-16\|8.75\|-4.48\|9.07\|9.13\|8.69\|517368;2026-06-17\|8.57\|-2.06\|8.67\|8.85\|8.49\|348600;2026-06-18\|8.43\|-1.63\|8.49\|8.60\|8.27\|396224;2026-06-22\|8.88\|5.34\|8.43\|8.88\|8.29\|533238;2026-06-23\|8.57\|-3.49\|8.90\|9.07\|8.53\|408744;2026-06-24\|8.14\|-5.02\|8.55\|8.68\|8.03\|463414;2026-06-25\|8.09\|-0.61\|8.11\|8.38\|7.90\|314988;2026-06-26\|7.62\|-5.81\|8.07\|8.18\|7.60\|387394;2026-06-29\|7.55\|-0.92\|7.66\|7.73\|7.42\|384211;2026-06-30\|7.15\|-4.54\|7.43\|7.48\|7.10\|351434;2026-07-01\|7.62\|6.57\|7.14\|7.78\|7.03\|508895;2026-07-02\|7.86\|3.15\|7.61\|8.05\|7.56\|456691;2026-07-03\|7.83\|-0.38\|7.87\|8.06\|7.81\|275852;2026-07-06\|8.21\|4.85\|7.80\|8.25\|7.73\|407225;2026-07-07\|7.81\|-4.87\|8.20\|8.20\|7.73\|265278;2026-07-08\|7.82\|0.13\|7.79\|8.00\|7.73\|287954;2026-07-09\|7.72\|-1.28\|7.77\|7.85\|7.61\|244359;2026-07-10\|7.61\|-1.42\|7.62\|7.81\|7.49\|343706;2026-07-13\|7.51\|-1.31\|7.62\|7.69\|7.45\|244778
112846	煤矿大面积停产安检，焦煤期现货价格同步走强	焦炭+型钢+碳减排行业原因：光大期货指出，山西地区煤矿受各类检查加严影响，同时处于六月安全月，整体产能释放仍受限制，炼焦煤供应偏紧格局延续，预计短期焦煤盘面偏强运行。公司原因： 1、据2026年4月25日年报，公司主营业务为型钢及焦炭，型钢产品占主营业务收入77.09%，拥有120万吨大型H型钢生产线，型钢产品已通过韩标、欧标认证。 2、据2026年4月25日年报，公司2025年焦炭业务已全面转为受托加工模式，全年加工量约192.93万吨，有效平滑价格波动风险。 3、据2026年4月25日年报，公司成功入选“山西省焦炭产品碳足迹管理体系试点单位”，焦化工序达到国家能效标杆水平，碳排强度持续下降。	山西省焦化行业龙头企业之一，H型钢与焦炭双主业	2026-03-03\|4.10\|5.13\|3.85\|4.20\|3.85\|1828082;2026-03-04\|3.70\|-9.76\|3.97\|3.97\|3.69\|1239622;2026-03-05\|3.71\|0.27\|3.62\|3.74\|3.58\|804240;2026-03-06\|3.73\|0.54\|3.66\|3.75\|3.56\|647707;2026-03-09\|3.80\|1.88\|3.88\|3.94\|3.76\|722336;2026-03-10\|3.70\|-2.63\|3.66\|3.77\|3.66\|522456;2026-03-11\|3.65\|-1.35\|3.70\|3.71\|3.62\|448297;2026-03-12\|3.75\|2.74\|3.67\|3.89\|3.65\|918408;2026-03-13\|4.13\|10.13\|3.74\|4.13\|3.71\|1750771;2026-03-16\|3.91\|-5.33\|4.13\|4.23\|3.91\|1996636;2026-03-17\|4.30\|9.97\|3.97\|4.30\|3.92\|1311241;2026-03-18\|4.27\|-0.70\|4.37\|4.44\|4.12\|2463137;2026-03-19\|4.45\|4.22\|4.32\|4.56\|4.26\|2420997;2026-03-20\|4.23\|-4.94\|4.20\|4.49\|4.01\|1845419;2026-03-23\|4.36\|3.07\|4.33\|4.47\|4.21\|1864276;2026-03-24\|4.26\|-2.29\|4.10\|4.28\|4.10\|1307259;2026-03-25\|4.15\|-2.58\|4.12\|4.20\|3.83\|1547605;2026-03-26\|3.89\|-6.27\|4.06\|4.19\|3.86\|1350379;2026-03-27\|3.90\|0.26\|3.74\|3.95\|3.71\|1004850;2026-03-30\|3.77\|-3.33\|3.90\|4.07\|3.71\|1029376;2026-03-31\|3.52\|-6.63\|3.75\|3.78\|3.50\|1120857;2026-04-01\|3.41\|-3.12\|3.48\|3.50\|3.32\|709686;2026-04-02\|3.41\|0.00\|3.41\|3.47\|3.39\|524155;2026-04-03\|3.16\|-7.33\|3.38\|3.39\|3.13\|709933;2026-04-07\|3.25\|2.85\|3.16\|3.26\|3.07\|598554;2026-04-08\|3.32\|2.15\|3.19\|3.33\|3.17\|641943;2026-04-09\|3.25\|-2.11\|3.33\|3.34\|3.21\|419925;2026-04-10\|3.19\|-1.85\|3.25\|3.26\|3.18\|427481;2026-04-13\|3.24\|1.57\|3.20\|3.25\|3.17\|448841;2026-04-14\|3.21\|-0.93\|3.24\|3.24\|3.16\|397963;2026-04-15\|3.15\|-1.87\|3.20\|3.21\|3.14\|289973;2026-04-16\|3.19\|1.27\|3.15\|3.19\|3.13\|283312;2026-04-17\|3.13\|-1.88\|3.16\|3.19\|3.09\|381760;2026-04-20\|3.17\|1.28\|3.13\|3.17\|3.09\|378673;2026-04-21\|3.19\|0.63\|3.16\|3.20\|3.13\|381577;2026-04-22\|3.16\|-0.94\|3.18\|3.18\|3.13\|259096;2026-04-23\|3.15\|-0.32\|3.13\|3.19\|3.10\|331306;2026-04-24\|3.14\|-0.32\|3.16\|3.34\|3.13\|796376;2026-04-27\|3.22\|2.55\|3.11\|3.23\|3.02\|656601;2026-04-28\|3.28\|1.86\|3.23\|3.30\|3.17\|635158;2026-04-29\|3.34\|1.83\|3.28\|3.39\|3.23\|692606;2026-04-30\|3.30\|-1.20\|3.34\|3.37\|3.28\|390730;2026-05-06\|3.38\|2.42\|3.30\|3.39\|3.23\|630511;2026-05-07\|3.29\|-2.66\|3.36\|3.38\|3.25\|459055;2026-05-08\|3.30\|0.30\|3.26\|3.34\|3.26\|328780;2026-05-11\|3.30\|0.00\|3.32\|3.34\|3.25\|335168;2026-05-12\|3.21\|-2.73\|3.30\|3.31\|3.19\|365142;2026-05-13\|3.27\|1.87\|3.18\|3.30\|3.18\|359857;2026-05-14\|3.19\|-2.45\|3.26\|3.29\|3.18\|289331;2026-05-15\|3.15\|-1.25\|3.19\|3.21\|3.14\|282954;2026-05-18\|3.19\|1.27\|3.15\|3.20\|3.10\|285392;2026-05-19\|3.18\|-0.31\|3.18\|3.20\|3.13\|247938;2026-05-20\|3.09\|-2.83\|3.18\|3.19\|3.05\|322599;2026-05-21\|2.92\|-5.50\|3.06\|3.10\|2.90\|408535;2026-05-22\|2.98\|2.05\|2.92\|2.99\|2.87\|325881;2026-05-25\|3.00\|0.67\|3.15\|3.16\|2.97\|621911;2026-05-26\|2.97\|-1.00\|2.98\|3.07\|2.93\|429001;2026-05-27\|2.93\|-1.35\|2.95\|2.97\|2.87\|339504;2026-05-28\|2.98\|1.71\|2.93\|3.00\|2.91\|374005;2026-05-29\|3.00\|0.67\|3.01\|3.21\|2.96\|746733;2026-06-01\|3.20\|6.67\|2.97\|3.28\|2.91\|1140685;2026-06-02\|3.10\|-3.12\|3.15\|3.24\|3.08\|871252;2026-06-03\|3.15\|1.61\|3.06\|3.17\|2.97\|743409;2026-06-04\|3.47\|10.16\|3.17\|3.47\|3.15\|1530140;2026-06-05\|3.59\|3.46\|3.67\|3.82\|3.50\|2828068;2026-06-08\|3.41\|-5.01\|3.41\|3.74\|3.37\|1929299;2026-06-09\|3.18\|-6.74\|3.32\|3.38\|3.07\|1554782;2026-06-10\|2.94\|-7.55\|3.21\|3.21\|2.91\|1193453;2026-06-11\|2.92\|-0.68\|2.91\|3.20\|2.91\|1255337;2026-06-12\|2.88\|-1.37\|2.88\|2.99\|2.74\|1133492;2026-06-15\|2.83\|-1.74\|2.83\|2.91\|2.80\|650485;2026-06-16\|2.79\|-1.41\|2.81\|2.81\|2.71\|606492;2026-06-17\|2.66\|-4.66\|2.79\|2.79\|2.64\|582217;2026-06-18\|2.57\|-3.38\|2.65\|2.65\|2.54\|473682;2026-06-22\|2.61\|1.56\|2.57\|2.61\|2.50\|461702;2026-06-23\|2.63\|0.77\|2.58\|2.74\|2.57\|534901;2026-06-24\|2.44\|-7.22\|2.59\|2.61\|2.40\|592545;2026-06-25\|2.41\|-1.23\|2.45\|2.45\|2.34\|413631;2026-06-26\|2.36\|-2.07\|2.40\|2.41\|2.34\|353434;2026-06-29\|2.39\|1.27\|2.37\|2.42\|2.32\|373174;2026-06-30\|2.38\|-0.42\|2.38\|2.42\|2.33\|341969;2026-07-01\|2.45\|2.94\|2.37\|2.49\|2.33\|563851;2026-07-02\|2.47\|0.82\|2.46\|2.60\|2.45\|476794;2026-07-03\|2.52\|2.02\|2.45\|2.53\|2.45\|395333;2026-07-06\|2.49\|-1.19\|2.50\|2.53\|2.45\|302079;2026-07-07\|2.39\|-4.02\|2.47\|2.48\|2.37\|314182;2026-07-08\|2.37\|-0.84\|2.39\|2.43\|2.34\|295648;2026-07-09\|2.39\|0.84\|2.35\|2.44\|2.33\|419930;2026-07-10\|2.49\|4.18\|2.38\|2.54\|2.31\|652115;2026-07-13\|2.39\|-4.02\|2.47\|2.55\|2.37\|476381
112845	煤矿大面积停产安检，焦煤期现货价格同步走强	煤炭贸易+控制权变更预期+资产注入预期 1、据2026年6月8日公告，控股股东王健所持股份二次司法拍卖后，其与一致行动人合计持股比例降至11.07%，与第二大股东9.49%持股比例接近，公司控制权存在变更预期。 2、据2025年年度报告及2026年3月6日投资者关系活动记录表，公司发展战略明确将在做大做强煤炭贸易业务基础上，积极探索引入优质实体资产，进一步改善公司盈利能力。 3、据2025年年度报告，公司主营业务为煤炭贸易自营业务，2025年营业收入4.65亿元，已构建覆盖多地区的稳定供应商与客户网络。	公司主营煤炭贸易，此前筹划收购国网电力股权	2026-03-03\|7.45\|-1.84\|7.66\|7.86\|7.45\|102213;2026-03-04\|7.35\|-1.34\|7.42\|7.53\|7.20\|84742;2026-03-05\|7.36\|0.14\|7.45\|7.55\|7.34\|55122;2026-03-06\|7.66\|4.08\|7.37\|7.70\|7.31\|66842;2026-03-09\|7.54\|-1.57\|7.66\|7.75\|7.47\|69533;2026-03-10\|7.78\|3.18\|7.60\|7.80\|7.54\|64554;2026-03-11\|7.63\|-1.93\|7.85\|7.85\|7.58\|65942;2026-03-12\|7.39\|-3.15\|7.66\|7.68\|7.35\|67318;2026-03-13\|7.41\|0.27\|7.39\|7.59\|7.35\|68709;2026-03-16\|7.70\|3.91\|7.41\|7.75\|7.39\|86397;2026-03-17\|7.51\|-2.47\|7.84\|7.84\|7.50\|70137;2026-03-18\|7.63\|1.60\|7.55\|7.66\|7.45\|53948;2026-03-19\|7.39\|-3.15\|7.58\|7.62\|7.36\|60504;2026-03-20\|7.21\|-2.44\|7.39\|7.48\|7.19\|62830;2026-03-23\|6.76\|-6.24\|7.09\|7.13\|6.71\|79422;2026-03-24\|7.09\|4.88\|6.88\|7.10\|6.71\|70392;2026-03-25\|7.21\|1.69\|7.14\|7.28\|7.10\|40483;2026-03-26\|7.08\|-1.80\|7.25\|7.31\|7.00\|47746;2026-03-27\|7.19\|1.55\|7.08\|7.22\|6.91\|37042;2026-03-30\|7.29\|1.39\|7.15\|7.29\|7.00\|52446;2026-03-31\|7.20\|-1.23\|7.25\|7.33\|7.02\|82149;2026-04-01\|7.52\|4.44\|7.32\|7.80\|7.30\|139185;2026-04-02\|7.68\|2.13\|7.55\|8.03\|7.46\|171136;2026-04-03\|7.38\|-3.91\|7.80\|7.82\|7.28\|112180;2026-04-07\|7.62\|3.25\|7.41\|7.99\|7.41\|117600;2026-04-08\|7.84\|2.89\|7.69\|7.85\|7.65\|105737;2026-04-09\|7.55\|-3.70\|7.75\|7.79\|7.40\|114750;2026-04-10\|7.50\|-0.66\|7.58\|7.73\|7.49\|74883;2026-04-13\|7.52\|0.27\|7.60\|7.61\|7.40\|50409;2026-04-14\|7.58\|0.80\|7.64\|7.64\|7.47\|40308;2026-04-15\|7.68\|1.32\|7.63\|7.84\|7.55\|72296;2026-04-16\|7.68\|0.00\|7.67\|7.70\|7.52\|60124;2026-04-17\|7.59\|-1.17\|7.70\|7.75\|7.48\|52846;2026-04-20\|7.60\|0.13\|7.53\|7.63\|7.43\|52425;2026-04-21\|7.60\|0.00\|7.52\|7.80\|7.42\|77365;2026-04-22\|7.49\|-1.45\|7.57\|7.64\|7.45\|51723;2026-04-23\|7.41\|-1.07\|7.49\|7.50\|7.34\|49708;2026-04-24\|7.42\|0.14\|7.36\|7.47\|7.32\|35171;2026-04-27\|7.63\|2.83\|7.45\|7.72\|7.35\|83961;2026-04-28\|7.50\|-1.70\|7.63\|7.76\|7.48\|62216;2026-04-29\|7.42\|-1.07\|7.53\|7.59\|7.34\|93240;2026-04-30\|7.28\|-1.89\|7.42\|7.48\|7.12\|103688;2026-05-06\|7.31\|0.41\|7.35\|7.39\|7.21\|112173;2026-05-07\|7.35\|0.55\|7.30\|7.74\|7.22\|150278;2026-05-08\|7.15\|-2.72\|7.27\|7.35\|7.13\|93544;2026-05-11\|7.11\|-0.56\|7.15\|7.22\|7.04\|83748;2026-05-12\|7.07\|-0.56\|7.10\|7.21\|7.00\|83075;2026-05-13\|7.09\|0.28\|7.07\|7.27\|6.89\|97855;2026-05-14\|7.14\|0.71\|7.16\|7.19\|7.03\|77428;2026-05-15\|7.34\|2.80\|7.08\|7.51\|7.07\|104531;2026-05-18\|7.21\|-1.77\|7.35\|7.36\|7.00\|99925;2026-05-19\|7.05\|-2.22\|7.24\|7.26\|6.93\|77346;2026-05-20\|7.76\|10.07\|7.03\|7.76\|6.98\|316114;2026-05-21\|6.98\|-10.05\|7.82\|8.11\|6.98\|362064;2026-05-22\|7.28\|4.30\|7.12\|7.31\|6.85\|218884;2026-05-25\|7.59\|4.26\|7.33\|7.62\|7.18\|149164;2026-05-26\|7.75\|2.11\|7.60\|7.83\|7.45\|167810;2026-05-27\|8.53\|10.06\|7.72\|8.53\|7.72\|235549;2026-05-28\|8.37\|-1.88\|8.43\|8.66\|7.72\|437735;2026-05-29\|7.85\|-6.21\|8.28\|8.39\|7.69\|263331;2026-06-01\|7.70\|-1.91\|7.92\|8.09\|7.70\|166838;2026-06-02\|8.00\|3.90\|7.78\|8.45\|7.57\|234988;2026-06-03\|8.17\|2.12\|7.92\|8.35\|7.89\|199167;2026-06-04\|8.99\|10.04\|8.17\|8.99\|8.06\|345565;2026-06-05\|9.09\|1.11\|9.00\|9.43\|8.80\|459761;2026-06-08\|8.61\|-5.28\|8.99\|9.10\|8.48\|264326;2026-06-09\|8.72\|1.28\|8.75\|8.85\|8.43\|203593;2026-06-10\|8.73\|0.11\|8.42\|8.96\|8.28\|206832;2026-06-11\|8.79\|0.69\|8.60\|8.84\|8.48\|180515;2026-06-12\|8.50\|-3.30\|8.73\|9.15\|8.35\|196362;2026-06-15\|8.19\|-3.65\|8.44\|8.58\|8.00\|215849;2026-06-16\|8.43\|2.93\|8.28\|8.49\|8.05\|133018;2026-06-17\|9.18\|8.90\|8.39\|9.27\|8.00\|473058;2026-06-18\|9.33\|1.63\|9.00\|9.45\|8.65\|310425;2026-06-22\|9.35\|0.21\|9.27\|9.53\|8.82\|203046;2026-06-23\|9.24\|-1.18\|9.21\|9.75\|9.14\|165017;2026-06-24\|9.08\|-1.73\|9.16\|9.40\|8.96\|148329;2026-06-25\|8.17\|-10.02\|9.12\|9.18\|8.17\|218451;2026-06-26\|8.13\|-0.49\|8.09\|8.90\|8.01\|212230;2026-06-29\|8.33\|2.46\|8.01\|8.68\|7.50\|218805;2026-06-30\|8.20\|-1.56\|8.29\|8.45\|8.11\|115627;2026-07-01\|8.19\|-0.12\|8.21\|8.54\|8.02\|140204;2026-07-02\|8.76\|6.96\|8.25\|9.01\|8.16\|337047;2026-07-03\|9.64\|10.05\|8.87\|9.64\|8.59\|390062;2026-07-06\|8.89\|-7.78\|10.60\|10.60\|8.68\|651805;2026-07-07\|8.06\|-9.34\|8.85\|8.88\|8.00\|431585;2026-07-08\|7.76\|-3.72\|7.86\|8.53\|7.72\|271601;2026-07-09\|7.73\|-0.39\|7.77\|7.83\|7.22\|275692;2026-07-10\|7.41\|-4.14\|7.59\|7.80\|7.40\|184375;2026-07-13\|6.81\|-8.10\|7.39\|7.63\|6.80\|165222
112844	煤矿大面积停产安检，焦煤期现货价格同步走强	煤炭+河南国资重组+国企改革行业原因：光大期货指出，山西地区煤矿受各类检查加严影响，同时处于六月安全月，整体产能释放仍受限制，炼焦煤供应偏紧格局延续，预计短期焦煤盘面偏强运行。公司原因： 1、据中国新闻网2026年5月31日报道，印尼设立国企作为煤炭等商品的唯一出口商，自2026年6月1日起实施；据2026年6月1日21世纪经济报道，大商所焦煤期货主力合约触及涨停，涨幅8%。 2、据2026年4月3日年报，公司最终控制人为河南省人民政府国有资产监督管理委员会；据2026年1月17日收购报告书，河南省国资委以其持有的河南能源集团100%股权对平煤神马集团进行增资，完成后平煤神马集团间接持有公司84.50%的股份。 3、公司主要从事原煤开采、煤炭批发经营、煤炭洗选加工，2025年商品煤产量1089.44万吨。	河南能源集团旗下煤炭企业；此前河南省委、省政府决定对间接控股股东河南能源集团和中国平煤神马控股集团实施战略重组	2026-03-03\|7.88\|10.06\|7.22\|7.88\|7.18\|1596140;2026-03-04\|7.26\|-7.87\|7.76\|7.76\|7.09\|1239151;2026-03-05\|7.07\|-2.62\|7.05\|7.20\|6.76\|929464;2026-03-06\|6.97\|-1.41\|6.95\|7.00\|6.70\|497131;2026-03-09\|6.99\|0.29\|7.30\|7.35\|6.96\|796818;2026-03-10\|6.83\|-2.29\|6.61\|6.89\|6.58\|491216;2026-03-11\|6.71\|-1.76\|6.77\|6.83\|6.62\|413924;2026-03-12\|6.87\|2.38\|6.71\|7.10\|6.66\|684979;2026-03-13\|6.86\|-0.15\|6.86\|7.08\|6.82\|593412;2026-03-16\|6.66\|-2.92\|6.81\|7.01\|6.60\|457352;2026-03-17\|6.51\|-2.25\|6.58\|6.71\|6.50\|327727;2026-03-18\|6.28\|-3.53\|6.48\|6.49\|6.23\|347240;2026-03-19\|6.56\|4.46\|6.45\|6.68\|6.37\|497444;2026-03-20\|6.21\|-5.34\|6.35\|6.36\|5.96\|399888;2026-03-23\|6.14\|-1.13\|6.31\|6.40\|6.11\|368479;2026-03-24\|6.20\|0.98\|6.00\|6.23\|5.82\|348119;2026-03-25\|6.25\|0.81\|6.08\|6.26\|5.98\|325858;2026-03-26\|6.12\|-2.08\|6.19\|6.28\|6.05\|249926;2026-03-27\|6.21\|1.47\|6.04\|6.24\|6.04\|224120;2026-03-30\|6.09\|-1.93\|6.16\|6.37\|6.06\|277648;2026-03-31\|5.84\|-4.11\|6.00\|6.14\|5.83\|308826;2026-04-01\|5.79\|-0.86\|5.84\|5.88\|5.72\|189520;2026-04-02\|5.76\|-0.52\|5.85\|5.86\|5.74\|182603;2026-04-03\|5.53\|-3.99\|5.76\|5.77\|5.43\|258844;2026-04-07\|5.67\|2.53\|5.50\|5.68\|5.46\|209761;2026-04-08\|5.76\|1.59\|5.59\|5.77\|5.56\|196010;2026-04-09\|5.69\|-1.22\|5.79\|5.82\|5.65\|169400;2026-04-10\|5.68\|-0.18\|5.68\|5.76\|5.65\|156151;2026-04-13\|5.76\|1.41\|5.68\|5.78\|5.68\|145966;2026-04-14\|5.71\|-0.87\|5.71\|5.77\|5.62\|151360;2026-04-15\|5.66\|-0.88\|5.71\|5.71\|5.62\|109392;2026-04-16\|5.72\|1.06\|5.68\|5.74\|5.61\|144451;2026-04-17\|5.67\|-0.87\|5.74\|5.74\|5.61\|128918;2026-04-20\|5.76\|1.59\|5.67\|5.80\|5.66\|203825;2026-04-21\|5.81\|0.87\|5.75\|5.83\|5.73\|168405;2026-04-22\|5.70\|-1.89\|5.82\|5.82\|5.63\|149217;2026-04-23\|5.86\|2.81\|5.66\|5.91\|5.64\|286866;2026-04-24\|5.67\|-3.24\|5.85\|5.85\|5.65\|228232;2026-04-27\|5.71\|0.71\|5.58\|5.73\|5.52\|168311;2026-04-28\|5.80\|1.58\|5.71\|5.83\|5.69\|204414;2026-04-29\|5.91\|1.90\|5.77\|5.96\|5.75\|255638;2026-04-30\|5.79\|-2.03\|5.85\|5.90\|5.74\|201948;2026-05-06\|5.86\|1.21\|5.78\|5.87\|5.73\|182031;2026-05-07\|5.70\|-2.73\|5.80\|5.86\|5.59\|297368;2026-05-08\|5.71\|0.18\|5.70\|5.75\|5.66\|169693;2026-05-11\|5.71\|0.00\|5.78\|5.82\|5.67\|185445;2026-05-12\|5.61\|-1.75\|5.73\|5.75\|5.58\|178182;2026-05-13\|5.68\|1.25\|5.62\|5.71\|5.56\|175944;2026-05-14\|5.46\|-3.87\|5.69\|5.71\|5.46\|205798;2026-05-15\|5.42\|-0.73\|5.43\|5.52\|5.34\|168566;2026-05-18\|5.47\|0.92\|5.48\|5.51\|5.32\|130975;2026-05-19\|5.48\|0.18\|5.45\|5.49\|5.38\|131118;2026-05-20\|5.33\|-2.74\|5.48\|5.50\|5.31\|138847;2026-05-21\|5.10\|-4.32\|5.33\|5.36\|5.09\|169196;2026-05-22\|5.17\|1.37\|5.16\|5.22\|5.05\|138392;2026-05-25\|5.17\|0.00\|5.39\|5.43\|5.13\|260559;2026-05-26\|5.09\|-1.55\|5.14\|5.25\|5.01\|211059;2026-05-27\|5.01\|-1.57\|5.05\|5.09\|4.90\|196260;2026-05-28\|5.02\|0.20\|5.00\|5.15\|4.96\|179522;2026-05-29\|5.05\|0.60\|5.04\|5.16\|5.00\|200366;2026-06-01\|5.56\|10.10\|5.06\|5.56\|5.01\|440834;2026-06-02\|6.12\|10.07\|6.11\|6.12\|6.03\|250361;2026-06-03\|6.73\|9.97\|6.73\|6.73\|6.28\|966487;2026-06-04\|7.40\|9.96\|7.40\|7.40\|7.40\|264789;2026-06-05\|8.14\|10.00\|7.40\|8.14\|7.35\|2130824;2026-06-08\|8.95\|9.95\|8.23\|8.95\|8.23\|2156383;2026-06-09\|8.06\|-9.94\|8.06\|8.58\|8.06\|1747374;2026-06-10\|7.65\|-5.09\|7.80\|8.68\|7.58\|1911811;2026-06-11\|8.05\|5.23\|7.80\|8.42\|7.80\|2001902;2026-06-12\|7.25\|-9.94\|7.25\|7.45\|7.25\|941339;2026-06-15\|6.53\|-9.93\|6.60\|6.73\|6.53\|325073;2026-06-16\|6.62\|1.38\|6.29\|6.85\|6.14\|1722518;2026-06-17\|6.22\|-6.04\|6.52\|6.53\|6.16\|1295371;2026-06-18\|6.01\|-3.38\|6.14\|6.30\|5.97\|890032;2026-06-22\|6.28\|4.49\|6.00\|6.32\|5.97\|973758;2026-06-23\|6.23\|-0.80\|6.18\|6.64\|6.18\|968010;2026-06-24\|5.71\|-8.35\|6.23\|6.23\|5.61\|1016281;2026-06-25\|5.66\|-0.88\|5.58\|5.87\|5.50\|747189;2026-06-26\|5.49\|-3.00\|5.67\|5.73\|5.39\|545892;2026-06-29\|5.57\|1.46\|5.50\|5.60\|5.40\|426092;2026-06-30\|5.29\|-5.03\|5.50\|5.52\|5.24\|498257;2026-07-01\|5.43\|2.65\|5.26\|5.49\|5.24\|416493;2026-07-02\|5.33\|-1.84\|5.38\|5.79\|5.31\|572805;2026-07-03\|5.34\|0.19\|5.33\|5.44\|5.29\|357286;2026-07-06\|5.35\|0.19\|5.29\|5.48\|5.27\|477551;2026-07-07\|5.03\|-5.98\|5.28\|5.32\|4.99\|484437;2026-07-08\|4.82\|-4.17\|5.02\|5.06\|4.78\|453835;2026-07-09\|4.76\|-1.24\|4.74\|4.92\|4.69\|419849;2026-07-10\|4.91\|3.15\|4.68\|5.05\|4.60\|527121;2026-07-13\|4.64\|-5.50\|4.91\|5.01\|4.62\|393737
112843	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	半导体材料+超级电容+风电出海+央企行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月6日互动易，公司半导体封装新材料聚焦高端聚酰亚胺材料，用于IGBT等功率半导体封装领域，已打通材料研制至器件验证全链条，实现国产化闭环；据2026年3月28日年报，公司正加速推进新材料在半导体等领域的工程化应用。 2、据2026年6月5日互动易，公司风电业务新增订单中海外订单比例已超15%，持续深化与Nordex战略合作，并积极对接Vestas等海外头部整机厂商拓展新订单；据2026年4月24日机构调研，近两个季度新签订单中海外比例逐步提高且毛利率更高。 3、公司涉及超级电容概念，据2023年半年报，公司在电容隔膜材料方面已进入5G、汽车电子、新能源等高端市场并获取小批量订单；公司最终控制人为国务院国有资产监督管理委员会。	公司半导体封装新材料聚焦高端聚酰亚胺材料，用于IGBT等功率半导体封装领域，已打通材料研制至器件验证全链条，实现国产化闭环	2026-03-03\|14.07\|-3.96\|14.65\|14.83\|14.04\|162972;2026-03-04\|13.83\|-1.71\|14.07\|14.27\|13.81\|108578;2026-03-05\|14.14\|2.24\|14.08\|14.30\|14.05\|96260;2026-03-06\|14.13\|-0.07\|14.13\|14.26\|13.98\|77708;2026-03-09\|13.77\|-2.55\|14.00\|14.00\|13.47\|139700;2026-03-10\|14.07\|2.18\|13.90\|14.14\|13.88\|90958;2026-03-11\|14.33\|1.85\|14.07\|14.37\|14.03\|127993;2026-03-12\|14.74\|2.86\|14.35\|14.80\|14.14\|266070;2026-03-13\|15.05\|2.10\|15.01\|15.50\|15.01\|395191;2026-03-16\|14.97\|-0.53\|14.97\|15.22\|14.80\|261131;2026-03-17\|14.48\|-3.27\|14.77\|15.10\|14.40\|217940;2026-03-18\|14.37\|-0.76\|14.35\|14.47\|13.97\|185069;2026-03-19\|14.00\|-2.57\|14.16\|14.37\|13.92\|131518;2026-03-20\|13.73\|-1.93\|13.98\|14.35\|13.72\|182224;2026-03-23\|12.87\|-6.26\|13.54\|13.68\|12.71\|195942;2026-03-24\|13.03\|1.24\|13.11\|13.19\|12.64\|142958;2026-03-25\|13.26\|1.77\|13.26\|13.40\|13.10\|117451;2026-03-26\|12.98\|-2.11\|13.26\|13.39\|12.93\|103988;2026-03-27\|12.91\|-0.54\|12.87\|13.08\|12.78\|114026;2026-03-30\|11.92\|-7.67\|12.57\|12.58\|11.62\|404129;2026-03-31\|11.65\|-2.27\|11.79\|12.02\|11.61\|274413;2026-04-01\|11.85\|1.72\|11.88\|11.98\|11.65\|188592;2026-04-02\|11.50\|-2.95\|11.80\|11.87\|11.41\|161828;2026-04-03\|11.35\|-1.30\|11.87\|11.87\|11.28\|200970;2026-04-07\|11.21\|-1.23\|11.31\|11.35\|11.18\|161998;2026-04-08\|11.77\|5.00\|11.42\|11.78\|11.42\|196309;2026-04-09\|11.48\|-2.46\|11.65\|11.66\|11.47\|125292;2026-04-10\|11.65\|1.48\|11.55\|11.88\|11.55\|146793;2026-04-13\|11.79\|1.20\|11.60\|11.92\|11.52\|147152;2026-04-14\|11.85\|0.51\|11.89\|11.93\|11.72\|115287;2026-04-15\|11.76\|-0.76\|11.90\|11.92\|11.72\|93608;2026-04-16\|11.84\|0.68\|11.78\|11.85\|11.69\|89600;2026-04-17\|11.98\|1.18\|11.84\|12.05\|11.80\|121021;2026-04-20\|11.93\|-0.42\|11.98\|11.99\|11.80\|90846;2026-04-21\|11.85\|-0.67\|11.93\|11.93\|11.71\|85473;2026-04-22\|11.95\|0.84\|11.81\|11.96\|11.78\|82745;2026-04-23\|11.95\|0.00\|12.19\|12.60\|11.87\|183222;2026-04-24\|11.92\|-0.25\|11.89\|12.04\|11.80\|101014;2026-04-27\|11.77\|-1.26\|11.83\|11.93\|11.76\|87718;2026-04-28\|11.65\|-1.02\|11.77\|11.78\|11.56\|81100;2026-04-29\|12.00\|3.00\|11.57\|12.03\|11.57\|119924;2026-04-30\|12.01\|0.08\|12.12\|12.35\|11.86\|160868;2026-05-06\|12.24\|1.92\|12.01\|12.27\|12.00\|135330;2026-05-07\|12.30\|0.49\|12.29\|12.48\|12.28\|109903;2026-05-08\|12.49\|1.54\|12.24\|12.55\|12.21\|117930;2026-05-11\|12.67\|1.44\|12.56\|12.74\|12.49\|163631;2026-05-12\|12.35\|-2.53\|12.63\|12.63\|12.30\|124216;2026-05-13\|12.51\|1.30\|12.30\|12.54\|12.28\|96540;2026-05-14\|12.52\|0.08\|12.52\|12.88\|12.52\|184104;2026-05-15\|12.30\|-1.76\|12.50\|12.58\|12.14\|129727;2026-05-18\|12.11\|-1.54\|12.30\|12.32\|12.03\|95270;2026-05-19\|12.23\|0.99\|12.08\|12.25\|11.96\|94781;2026-05-20\|12.30\|0.57\|12.13\|12.45\|11.88\|118930;2026-05-21\|12.00\|-2.44\|12.70\|13.00\|11.97\|298897;2026-05-22\|12.88\|7.33\|12.05\|13.09\|11.86\|386155;2026-05-25\|12.66\|-1.71\|12.90\|12.95\|12.56\|192388;2026-05-26\|12.68\|0.16\|12.56\|12.70\|12.48\|164582;2026-05-27\|12.20\|-3.79\|12.64\|12.79\|12.13\|216341;2026-05-28\|12.65\|3.69\|12.19\|12.79\|12.11\|228730;2026-05-29\|12.66\|0.08\|12.68\|13.26\|12.60\|307301;2026-06-01\|12.69\|0.24\|12.58\|12.85\|12.45\|175952;2026-06-02\|12.95\|2.05\|12.65\|12.99\|12.61\|208521;2026-06-03\|12.79\|-1.24\|12.94\|13.17\|12.63\|233287;2026-06-04\|13.79\|7.82\|12.65\|14.07\|12.41\|679123;2026-06-05\|14.14\|2.54\|14.40\|14.69\|13.52\|777062;2026-06-08\|14.30\|1.13\|13.57\|14.88\|13.46\|649609;2026-06-09\|15.73\|10.00\|14.04\|15.73\|14.04\|815058;2026-06-10\|15.56\|-1.08\|15.30\|16.31\|15.26\|778887;2026-06-11\|15.23\|-2.12\|15.50\|15.70\|15.00\|497701;2026-06-12\|15.67\|2.89\|15.68\|16.00\|15.10\|560383;2026-06-15\|15.90\|1.47\|15.95\|16.59\|15.67\|755575;2026-06-16\|17.49\|10.00\|16.00\|17.49\|15.81\|989818;2026-06-17\|17.08\|-2.34\|17.47\|17.57\|16.39\|888498;2026-06-18\|16.71\|-2.17\|16.77\|17.50\|16.43\|695960;2026-06-22\|16.58\|-0.78\|16.88\|17.16\|15.97\|647439;2026-06-23\|15.93\|-3.92\|16.41\|16.84\|15.61\|566045;2026-06-24\|15.38\|-3.45\|15.63\|15.85\|15.30\|522777;2026-06-25\|16.92\|10.01\|15.60\|16.92\|15.59\|821771;2026-06-26\|15.71\|-7.15\|17.71\|17.92\|15.71\|758808;2026-06-29\|16.00\|1.85\|15.62\|16.35\|15.31\|559298;2026-06-30\|16.55\|3.44\|15.66\|16.73\|15.46\|513704;2026-07-01\|16.59\|0.24\|16.71\|17.73\|16.24\|522135;2026-07-02\|17.44\|5.12\|16.16\|18.25\|15.68\|891180;2026-07-03\|16.45\|-5.68\|17.07\|17.29\|16.00\|584069;2026-07-06\|16.00\|-2.74\|16.40\|17.17\|15.95\|452769;2026-07-07\|15.57\|-2.69\|15.90\|16.29\|15.50\|406002;2026-07-08\|14.01\|-10.02\|15.50\|15.57\|14.01\|574382;2026-07-09\|13.39\|-4.43\|13.92\|14.15\|12.98\|528787;2026-07-10\|12.62\|-5.75\|13.34\|13.57\|12.61\|486061;2026-07-13\|11.64\|-7.77\|12.60\|12.70\|11.58\|424430
112842	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	涨停揭秘：长江存储扩产+存储涨价延续，锡膏材料需求结构性增长；涨停缘由：锡膏产品已批量应用于大功率IGBT器件及封测领域，覆盖长江存储供应链多家封测厂，受益于存储芯片扩产及先进封装升级双重驱动；资金逻辑：主力资金连续两日净流入，量价齐升，显示资金押注半导体材料国产替代加速兑现；风险提示：锡膏行业集中度低，价格竞争激烈，下游议价能力偏弱，毛利率提升可持续性存疑	公司锡膏产品已在大功率IGBT器件、封测领域取得客户认可并批量交付	2026-03-03\|46.50\|1.57\|45.99\|49.78\|45.71\|47365;2026-03-04\|46.05\|-0.97\|45.60\|47.86\|45.26\|36636;2026-03-05\|47.52\|3.19\|47.16\|49.03\|45.91\|43111;2026-03-06\|47.81\|0.61\|47.23\|48.58\|47.19\|25397;2026-03-09\|46.16\|-3.45\|47.00\|47.69\|44.63\|34318;2026-03-10\|47.22\|2.30\|46.86\|47.46\|46.68\|19274;2026-03-11\|47.29\|0.15\|47.38\|48.59\|47.02\|32909;2026-03-12\|47.66\|0.78\|47.30\|48.06\|46.35\|26779;2026-03-13\|46.07\|-3.34\|47.67\|48.86\|45.54\|30416;2026-03-16\|45.20\|-1.89\|45.92\|45.92\|44.37\|23074;2026-03-17\|42.22\|-6.59\|45.20\|45.72\|42.00\|26479;2026-03-18\|43.37\|2.72\|42.68\|43.42\|42.41\|18700;2026-03-19\|42.00\|-3.16\|42.93\|43.27\|41.80\|19366;2026-03-20\|41.59\|-0.98\|42.85\|42.98\|41.51\|17502;2026-03-23\|38.70\|-6.95\|40.20\|41.21\|38.28\|23897;2026-03-24\|41.37\|6.90\|40.00\|41.56\|39.40\|33742;2026-03-25\|45.02\|8.82\|41.10\|45.55\|41.10\|42021;2026-03-26\|43.73\|-2.87\|46.20\|47.08\|43.58\|50695;2026-03-27\|43.64\|-0.21\|43.59\|44.66\|42.51\|31736;2026-03-30\|42.33\|-3.00\|43.68\|43.75\|42.00\|22032;2026-03-31\|40.70\|-3.85\|42.40\|42.93\|40.70\|18480;2026-04-01\|41.62\|2.26\|41.94\|42.69\|41.26\|17858;2026-04-02\|41.70\|0.19\|41.61\|42.50\|40.81\|23794;2026-04-03\|41.04\|-1.58\|42.17\|42.97\|41.00\|16374;2026-04-07\|42.41\|3.34\|41.39\|42.88\|41.08\|22151;2026-04-08\|47.20\|11.29\|43.83\|47.35\|43.83\|58992;2026-04-09\|48.65\|3.07\|46.56\|49.49\|46.00\|56609;2026-04-10\|50.92\|4.67\|49.57\|51.88\|48.00\|71784;2026-04-13\|51.90\|1.92\|50.66\|52.11\|49.65\|47477;2026-04-14\|54.38\|4.78\|54.46\|54.98\|52.31\|63969;2026-04-15\|55.20\|1.51\|56.05\|57.68\|54.39\|67552;2026-04-16\|56.99\|3.24\|55.20\|57.50\|44.20\|59746;2026-04-17\|68.39\|20.00\|58.88\|68.39\|57.50\|142779;2026-04-20\|70.25\|2.72\|68.87\|74.01\|65.43\|159070;2026-04-21\|73.11\|4.07\|72.10\|74.74\|70.40\|125673;2026-04-22\|72.39\|-0.98\|74.93\|78.68\|70.92\|96544;2026-04-23\|78.21\|8.04\|73.66\|80.88\|73.00\|100454;2026-04-24\|77.78\|-0.55\|78.67\|79.93\|75.88\|70108;2026-04-27\|75.98\|-2.31\|78.30\|79.21\|74.61\|59836;2026-04-28\|66.77\|-12.12\|71.76\|71.90\|64.20\|107961;2026-04-29\|69.31\|3.80\|67.09\|70.80\|65.81\|68614;2026-04-30\|70.77\|2.11\|71.11\|72.81\|70.01\|46691;2026-05-06\|78.40\|10.78\|73.50\|78.91\|72.48\|72197;2026-05-07\|88.16\|12.45\|78.73\|91.38\|78.73\|96815;2026-05-08\|94.67\|7.38\|86.00\|100.88\|85.87\|110185;2026-05-11\|104.70\|10.59\|98.94\|111.60\|98.94\|109299;2026-05-12\|96.44\|-7.89\|102.62\|103.94\|95.00\|124762;2026-05-13\|100.53\|4.24\|96.24\|103.98\|93.00\|100044;2026-05-14\|100.85\|0.32\|100.60\|105.98\|99.50\|85177;2026-05-15\|107.29\|6.39\|102.87\|115.50\|102.87\|124885;2026-05-18\|116.64\|8.71\|103.92\|119.00\|99.62\|128011;2026-05-19\|117.70\|0.91\|115.00\|119.68\|110.06\|97508;2026-05-20\|133.91\|13.77\|119.50\|134.99\|117.51\|115483;2026-05-21\|84.84\|-7.79\|89.76\|92.60\|83.13\|117247;2026-05-22\|89.24\|5.19\|85.32\|90.51\|80.27\|87812;2026-05-25\|88.20\|-1.17\|87.00\|89.18\|82.68\|74365;2026-05-26\|88.43\|0.26\|86.88\|92.96\|81.27\|82174;2026-05-27\|100.18\|13.29\|87.95\|101.80\|87.01\|123179;2026-05-28\|108.50\|8.31\|102.00\|111.00\|95.60\|120701;2026-05-29\|107.00\|-1.38\|105.10\|117.74\|105.10\|106536;2026-06-01\|108.95\|1.82\|104.29\|115.63\|103.43\|94590;2026-06-02\|112.67\|3.41\|106.00\|117.38\|92.41\|142666;2026-06-03\|114.64\|1.75\|109.99\|117.63\|109.00\|113431;2026-06-04\|137.57\|20.00\|114.00\|137.57\|113.00\|171001;2026-06-05\|119.77\|-12.94\|125.12\|132.79\|118.31\|177362;2026-06-08\|143.49\|19.80\|113.73\|143.72\|113.73\|186573;2026-06-09\|148.00\|3.14\|151.49\|153.15\|140.40\|126837;2026-06-10\|131.30\|-11.28\|142.50\|143.00\|125.98\|113208;2026-06-11\|132.33\|0.78\|132.00\|139.50\|121.00\|103509;2026-06-12\|136.66\|3.27\|136.00\|142.00\|128.80\|86814;2026-06-15\|145.23\|6.27\|142.97\|147.00\|133.00\|91527;2026-06-16\|147.36\|1.47\|145.00\|155.00\|142.00\|92634;2026-06-17\|164.50\|11.63\|144.36\|168.00\|144.36\|94765;2026-06-18\|170.31\|3.53\|163.00\|172.50\|159.00\|68876;2026-06-22\|186.00\|9.21\|171.68\|186.00\|171.68\|68151;2026-06-23\|180.51\|-2.95\|187.00\|190.00\|174.00\|74126;2026-06-24\|200.50\|11.07\|180.01\|203.96\|180.00\|81338;2026-06-25\|202.68\|1.09\|210.50\|225.00\|198.44\|123927;2026-06-26\|207.00\|2.13\|206.34\|220.00\|193.68\|101261;2026-06-29\|177.01\|-14.49\|199.99\|200.00\|170.00\|154731;2026-06-30\|167.33\|-5.47\|176.89\|188.08\|165.81\|160038;2026-07-01\|172.38\|3.02\|167.00\|178.00\|165.00\|110946;2026-07-02\|176.99\|2.67\|165.00\|189.99\|163.00\|110315;2026-07-03\|157.40\|-11.07\|177.80\|181.24\|157.00\|110558;2026-07-06\|140.07\|-11.01\|159.12\|162.00\|138.95\|153801;2026-07-07\|133.55\|-4.65\|142.08\|142.08\|128.49\|118460;2026-07-08\|127.46\|-4.56\|136.00\|137.09\|126.77\|91619;2026-07-09\|138.43\|8.61\|130.00\|138.98\|122.10\|124850;2026-07-10\|131.30\|-5.15\|138.50\|147.66\|131.22\|126943;2026-07-13\|118.29\|-9.91\|128.82\|133.33\|117.50\|126728
112841	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	存储芯片封测+SK海力士+无锡国资+一季报增长行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月5日互动易，子公司海太半导体与SK海力士签订第四期后工序服务合同，以“全部成本+约定收益”模式提供后工序服务至2030年6月30日；据2025年年报，海太半导体具备10纳米级晶圆封装国际先进水平，太极半导体实现1β DRAM和300+层NAND闪存封测量产。 2、据2025年年报及公司公告，公司最终控制人为无锡市人民政府国有资产监督管理委员会，属于国有企业。 3、据2026年一季报，公司实现归母净利润1.29亿元，同比增长9.48%。	DRAM封装龙头；子公司海太半导体的封测业务主要是为SK海力士的DRAM产品提供后工序服务，对12英寸1Z纳米级晶圆进行集成电路封装	2026-03-03\|9.78\|-8.60\|10.68\|10.82\|9.73\|1811220;2026-03-04\|9.92\|1.43\|9.46\|10.28\|9.45\|1408020;2026-03-05\|10.32\|4.03\|10.40\|10.80\|10.25\|1676838;2026-03-06\|10.18\|-1.36\|10.18\|10.55\|10.15\|1441322;2026-03-09\|9.92\|-2.55\|9.78\|9.98\|9.36\|1448844;2026-03-10\|10.71\|7.96\|10.19\|10.90\|10.16\|2303088;2026-03-11\|10.61\|-0.93\|10.57\|10.91\|10.57\|1538403;2026-03-12\|10.36\|-2.36\|10.60\|10.73\|10.22\|1119853;2026-03-13\|10.24\|-1.16\|10.22\|10.68\|10.01\|1483795;2026-03-16\|11.26\|9.96\|10.27\|11.26\|10.27\|2210504;2026-03-17\|11.59\|2.93\|11.50\|11.81\|11.22\|3766113;2026-03-18\|11.66\|0.60\|11.70\|12.12\|11.26\|3005384;2026-03-19\|11.23\|-3.69\|11.16\|11.64\|11.01\|2194758;2026-03-20\|10.68\|-4.90\|11.41\|11.44\|10.66\|2020183;2026-03-23\|9.97\|-6.65\|10.10\|10.51\|9.86\|1741480;2026-03-24\|10.24\|2.71\|10.18\|10.26\|9.36\|2171084;2026-03-25\|10.48\|2.34\|10.25\|10.87\|10.25\|2147865;2026-03-26\|9.77\|-6.77\|10.29\|10.44\|9.75\|1822469;2026-03-27\|9.81\|0.41\|9.39\|10.04\|9.15\|1768960;2026-03-30\|9.72\|-0.92\|9.55\|9.85\|9.32\|1189664;2026-03-31\|8.94\|-8.02\|9.56\|9.63\|8.92\|1999058;2026-04-01\|9.17\|2.57\|9.30\|9.44\|9.10\|1516227;2026-04-02\|8.80\|-4.03\|9.31\|9.35\|8.75\|1236437;2026-04-03\|8.56\|-2.73\|8.89\|8.91\|8.52\|873485;2026-04-07\|8.81\|2.92\|8.70\|8.95\|8.68\|1064922;2026-04-08\|9.49\|7.72\|9.17\|9.49\|9.10\|1415810;2026-04-09\|9.63\|1.48\|9.30\|9.80\|9.25\|1410977;2026-04-10\|9.52\|-1.14\|9.80\|9.93\|9.50\|1160356;2026-04-13\|9.61\|0.95\|9.39\|9.67\|9.39\|835814;2026-04-14\|10.19\|6.04\|9.82\|10.57\|9.80\|2742988;2026-04-15\|9.85\|-3.34\|10.21\|10.34\|9.81\|1714603;2026-04-16\|9.98\|1.32\|9.79\|10.08\|9.66\|1187480;2026-04-17\|9.95\|-0.30\|9.91\|10.05\|9.85\|920639;2026-04-20\|10.02\|0.70\|9.93\|10.23\|9.93\|1086629;2026-04-21\|9.99\|-0.30\|10.04\|10.14\|9.79\|873003;2026-04-22\|10.24\|2.50\|9.92\|10.25\|9.90\|1198887;2026-04-23\|9.90\|-3.32\|10.45\|10.48\|9.75\|1342672;2026-04-24\|9.71\|-1.92\|9.65\|9.94\|9.51\|1119914;2026-04-27\|9.88\|1.75\|9.82\|10.00\|9.70\|1114373;2026-04-28\|9.51\|-3.74\|9.84\|9.85\|9.44\|1038882;2026-04-29\|9.63\|1.26\|9.40\|9.67\|9.35\|847847;2026-04-30\|9.59\|-0.42\|9.69\|9.79\|9.51\|824377;2026-05-06\|10.16\|5.94\|10.15\|10.48\|10.12\|1978135;2026-05-07\|10.84\|6.69\|10.36\|10.97\|10.31\|2078199;2026-05-08\|10.71\|-1.20\|10.69\|10.85\|10.60\|1308226;2026-05-11\|11.15\|4.11\|11.10\|11.29\|10.93\|1917231;2026-05-12\|12.27\|10.04\|11.21\|12.27\|11.06\|3267916;2026-05-13\|13.26\|8.07\|11.83\|13.46\|11.72\|4043357;2026-05-14\|12.66\|-4.52\|13.26\|13.63\|12.66\|3008822;2026-05-15\|12.35\|-2.45\|12.66\|13.06\|12.19\|2458061;2026-05-18\|13.09\|5.99\|12.91\|13.59\|12.69\|3165496;2026-05-19\|13.10\|0.08\|12.88\|13.11\|12.42\|2392749;2026-05-20\|13.69\|4.50\|13.05\|13.92\|12.85\|3247346;2026-05-21\|12.42\|-9.28\|13.75\|13.93\|12.36\|3238550;2026-05-22\|12.61\|1.53\|12.63\|12.85\|12.14\|2275339;2026-05-25\|13.34\|5.79\|12.75\|13.35\|12.36\|2411411;2026-05-26\|13.27\|-0.52\|13.45\|13.75\|12.78\|2418285;2026-05-27\|13.92\|4.90\|14.05\|14.60\|13.58\|4288901;2026-05-28\|13.63\|-2.08\|13.77\|13.92\|13.13\|2929421;2026-05-29\|12.86\|-5.65\|13.73\|14.30\|12.67\|2943956;2026-06-01\|13.58\|5.60\|12.99\|14.15\|12.99\|3780865;2026-06-02\|14.94\|10.01\|13.63\|14.94\|13.49\|3908635;2026-06-03\|14.87\|-0.47\|15.00\|15.60\|14.64\|3718680;2026-06-04\|16.36\|10.02\|14.60\|16.36\|14.60\|1933063;2026-06-05\|16.15\|-1.28\|16.30\|17.18\|15.97\|4285252;2026-06-08\|14.94\|-7.49\|15.33\|16.34\|14.71\|3029443;2026-06-09\|15.61\|4.48\|15.50\|15.81\|14.73\|2834973;2026-06-10\|15.92\|1.99\|15.01\|16.64\|14.38\|3421558;2026-06-11\|17.51\|9.99\|15.38\|17.51\|15.33\|3391858;2026-06-12\|16.42\|-6.22\|18.70\|18.86\|16.40\|4175395;2026-06-15\|17.33\|5.54\|16.89\|17.46\|16.42\|3014435;2026-06-16\|17.99\|3.81\|17.59\|18.19\|17.20\|3518642;2026-06-17\|19.02\|5.73\|17.54\|19.54\|17.53\|3411338;2026-06-18\|20.92\|9.99\|19.03\|20.92\|18.76\|3695765;2026-06-22\|22.57\|7.89\|21.93\|22.95\|21.42\|4157658;2026-06-23\|20.92\|-7.31\|22.57\|22.57\|20.76\|3056657;2026-06-24\|23.01\|9.99\|20.49\|23.01\|20.49\|2126032;2026-06-25\|25.31\|10.00\|25.31\|25.31\|25.31\|152541;2026-06-26\|26.88\|6.20\|26.29\|27.84\|26.20\|5279278;2026-06-29\|29.00\|7.89\|27.84\|29.50\|25.98\|5127178;2026-06-30\|29.18\|0.83\|27.96\|29.70\|26.50\|3989956;2026-07-01\|32.10\|10.01\|28.86\|32.10\|28.86\|4150707;2026-07-02\|28.89\|-10.00\|29.62\|31.05\|28.89\|3922999;2026-07-03\|29.96\|3.70\|28.31\|31.00\|27.18\|4078632;2026-07-06\|27.41\|-8.51\|30.30\|31.18\|26.96\|3826444;2026-07-07\|26.32\|-3.98\|26.18\|27.56\|24.88\|3361523;2026-07-08\|23.88\|-9.27\|26.53\|27.11\|23.87\|3255178;2026-07-09\|26.27\|10.01\|24.95\|26.27\|24.50\|3414727;2026-07-10\|25.26\|-3.84\|26.82\|27.95\|25.24\|4329362;2026-07-13\|22.73\|-10.02\|24.00\|26.25\|22.73\|2838033
112840	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	半导体设备+精密金属结构件+转债强赎行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据开源证券2026年6月26日首次覆盖报告，公司精密金属结构件经超科林集成后，最终配套应用材料刻蚀、沉积设备，有望充分受益AI产业趋势，预期2026年将成为公司半导体领域收入爆发期，给予“买入”评级。 2、据公司2026年6月16日公告，可转债募投项目“半导体设备等领域精密金属部件智能化生产新建项目”已结项，节余募集资金用于永久补充流动资金，夯实半导体设备结构件成长基础。 3、据公司2026年6月26日及此前多次公告，公司股票已触发“华亚转债”有条件赎回条款，公司决定行使提前赎回权，赎回登记日为2026年7月9日。	1、公司主营精密金属制造，主要为国内外知名半导体设备制造商、品牌商等客户提供各类定制化精密金属结构件； 2、公司有少量精密金属结构件应用于储能逆变器上	2026-03-03\|51.55\|-4.68\|53.63\|55.07\|51.51\|24945;2026-03-04\|55.21\|7.10\|51.02\|55.40\|51.02\|44019;2026-03-05\|54.27\|-1.70\|56.20\|57.26\|53.96\|30191;2026-03-06\|53.99\|-0.52\|53.88\|54.59\|53.08\|19424;2026-03-09\|52.36\|-3.02\|52.98\|53.63\|50.80\|25513;2026-03-10\|52.70\|0.65\|52.90\|53.30\|51.88\|22096;2026-03-11\|52.17\|-1.01\|52.50\|53.68\|51.86\|19353;2026-03-12\|49.97\|-4.22\|51.91\|51.91\|49.80\|24905;2026-03-13\|49.30\|-1.34\|49.97\|50.50\|49.15\|19250;2026-03-16\|49.77\|0.95\|49.77\|50.00\|48.29\|19260;2026-03-17\|48.61\|-2.33\|50.00\|50.00\|48.40\|23919;2026-03-18\|48.95\|0.70\|49.07\|49.20\|48.10\|15786;2026-03-19\|47.72\|-2.51\|48.36\|48.88\|47.55\|15896;2026-03-20\|47.33\|-0.82\|47.90\|49.50\|47.21\|18763;2026-03-23\|45.02\|-4.88\|46.50\|46.62\|44.35\|27508;2026-03-24\|46.55\|3.40\|45.45\|46.76\|44.97\|24522;2026-03-25\|51.21\|10.01\|46.98\|51.21\|46.49\|51481;2026-03-26\|53.35\|4.18\|51.27\|54.50\|51.27\|72513;2026-03-27\|54.39\|1.95\|52.94\|54.50\|52.20\|48012;2026-03-30\|55.21\|1.51\|53.60\|55.80\|53.20\|38350;2026-03-31\|55.70\|0.89\|55.01\|57.35\|54.78\|42594;2026-04-01\|55.79\|0.16\|56.70\|56.80\|55.02\|32934;2026-04-02\|56.26\|0.84\|55.70\|57.60\|55.64\|29641;2026-04-03\|54.50\|-3.13\|56.88\|56.88\|53.20\|38050;2026-04-07\|53.04\|-2.68\|54.44\|54.49\|52.94\|20833;2026-04-08\|55.52\|4.68\|54.00\|56.10\|53.21\|26971;2026-04-09\|55.61\|0.16\|55.00\|56.17\|54.61\|18036;2026-04-10\|54.87\|-1.33\|56.00\|56.39\|54.83\|16825;2026-04-13\|53.56\|-2.39\|55.18\|55.35\|53.50\|25672;2026-04-14\|56.98\|6.39\|54.52\|57.05\|54.09\|54931;2026-04-15\|54.53\|-4.30\|58.00\|58.23\|53.58\|48019;2026-04-16\|54.25\|-0.51\|55.07\|56.00\|53.61\|34807;2026-04-17\|55.91\|3.06\|54.25\|56.46\|53.20\|38239;2026-04-20\|56.55\|1.14\|55.91\|57.29\|54.99\|36745;2026-04-21\|56.71\|0.28\|56.11\|56.80\|55.36\|21017;2026-04-22\|57.00\|0.51\|56.46\|57.44\|55.73\|25767;2026-04-23\|56.48\|-0.91\|57.00\|57.93\|56.00\|20228;2026-04-24\|55.86\|-1.10\|55.81\|56.85\|55.38\|16756;2026-04-27\|57.07\|2.17\|56.56\|58.50\|55.86\|48811;2026-04-28\|55.22\|-3.24\|56.64\|56.66\|55.00\|28899;2026-04-29\|55.30\|0.14\|53.80\|56.29\|53.31\|32396;2026-04-30\|57.84\|4.59\|55.55\|58.88\|55.06\|44896;2026-05-06\|57.64\|-0.35\|58.32\|58.80\|56.75\|45007;2026-05-07\|56.99\|-1.13\|57.98\|58.27\|56.70\|30485;2026-05-08\|57.44\|0.79\|56.70\|58.45\|56.08\|33030;2026-05-11\|59.03\|2.77\|58.46\|59.99\|57.36\|63144;2026-05-12\|59.84\|1.37\|58.66\|60.98\|57.40\|66197;2026-05-13\|60.58\|1.24\|58.46\|61.07\|58.46\|59716;2026-05-14\|58.48\|-3.47\|60.59\|62.68\|58.30\|60301;2026-05-15\|59.79\|2.24\|60.01\|60.88\|57.29\|56230;2026-05-18\|60.72\|1.56\|58.34\|61.20\|58.07\|58642;2026-05-19\|63.19\|4.07\|59.70\|63.40\|59.16\|64226;2026-05-20\|65.80\|4.13\|64.88\|69.51\|63.98\|106138;2026-05-21\|62.00\|-5.78\|66.54\|66.66\|61.91\|71888;2026-05-22\|64.76\|4.45\|62.00\|65.20\|61.50\|52106;2026-05-25\|64.11\|-1.00\|64.70\|67.47\|63.02\|68973;2026-05-26\|61.87\|-3.49\|63.00\|63.00\|60.55\|51670;2026-05-27\|59.12\|-4.44\|61.80\|61.80\|58.66\|48866;2026-05-28\|61.84\|4.60\|58.55\|63.00\|58.50\|48612;2026-05-29\|60.40\|-2.33\|62.40\|63.50\|60.40\|39342;2026-06-01\|61.70\|2.15\|60.03\|62.87\|60.03\|41123;2026-06-02\|59.89\|-2.93\|61.68\|62.20\|59.00\|45201;2026-06-03\|61.43\|2.57\|59.99\|63.98\|59.63\|52940;2026-06-04\|67.57\|10.00\|61.00\|67.57\|60.12\|91801;2026-06-05\|68.94\|2.03\|67.41\|71.46\|66.22\|99917;2026-06-08\|66.88\|-2.99\|67.93\|69.50\|66.00\|62670;2026-06-09\|73.29\|10.00\|68.37\|73.29\|67.20\|58575;2026-06-10\|80.62\|10.00\|74.81\|80.62\|73.50\|139352;2026-06-11\|82.01\|1.72\|80.99\|82.70\|78.45\|104354;2026-06-12\|81.59\|-0.51\|83.50\|85.10\|78.93\|81638;2026-06-15\|85.10\|4.30\|80.23\|85.10\|79.00\|74387;2026-06-16\|83.28\|-2.14\|82.64\|85.92\|81.50\|66543;2026-06-17\|80.99\|-2.75\|82.17\|83.27\|78.68\|76191;2026-06-18\|82.21\|1.51\|79.83\|83.41\|79.30\|64200;2026-06-22\|82.90\|0.84\|81.93\|83.00\|79.00\|60656;2026-06-23\|79.36\|-4.27\|82.26\|84.83\|79.02\|59266;2026-06-24\|87.30\|10.01\|79.88\|87.30\|79.88\|129521;2026-06-25\|87.00\|-0.34\|89.50\|90.21\|84.00\|110351;2026-06-26\|82.14\|-5.59\|84.00\|86.75\|80.51\|79441;2026-06-29\|90.35\|10.00\|84.30\|90.35\|84.00\|43615;2026-06-30\|99.39\|10.01\|95.09\|99.39\|92.50\|72368;2026-07-01\|106.00\|6.65\|100.22\|108.07\|96.50\|154833;2026-07-02\|101.20\|-4.53\|97.08\|106.38\|97.08\|119456;2026-07-03\|100.07\|-1.12\|102.00\|103.88\|94.00\|99248;2026-07-06\|93.86\|-6.21\|99.45\|100.87\|91.50\|80401;2026-07-07\|96.73\|3.06\|93.95\|100.58\|93.50\|77990;2026-07-08\|98.45\|1.78\|95.67\|103.00\|90.62\|94769;2026-07-09\|104.50\|6.15\|100.40\|104.66\|95.51\|110388;2026-07-10\|94.05\|-10.00\|103.00\|104.34\|94.05\|113984;2026-07-13\|87.53\|-6.93\|91.65\|95.55\|87.00\|84014
112839	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	硅片订单饱满+VCSEL芯片+12英寸硅片+光通信行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，30只成份股全线上涨，英特尔、美光科技等大幅走高，提振A股半导体板块情绪。 2、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年6月1日投资者关系活动记录表，公司当前硅片业务订单饱满，重掺杂硅外延片满产满销，8-12英寸低电阻率硅外延片因产能有限已出现交期延长；嘉兴金瑞泓12英寸轻掺抛光片月产能15万片已投产，整体行业供需偏紧张。 2、据2026年5月18日及2025年年报，公司VCSEL芯片技术居全球第一梯队，是全球唯二、中国大陆独家稳定量产二维可寻址VCSEL芯片的厂商，已赋能车载激光雷达并规模出货，预计2026年出货量进一步快速增长；据2024年11月7日互动易，该芯片可用于光通信。 3、据2026年一季报及业绩说明会，公司2026年一季度归母净利润722.46万元，同比扭亏为盈；12英寸硅片收入同比增长88.12%，其中12英寸硅外延片收入同比增长160.42%。	从硅片到芯片的一站式制造平台；公司主营业务主要分三大板块，分别是半导体硅片、半导体功率器件芯片、化合物半导体射频芯片；主要产品包括6-12英寸半导体硅抛光片和硅外延片等	2026-03-03\|36.86\|-8.90\|40.46\|40.89\|36.81\|310267;2026-03-04\|37.13\|0.73\|35.90\|38.09\|35.87\|192950;2026-03-05\|37.55\|1.13\|37.99\|38.60\|37.20\|152728;2026-03-06\|37.50\|-0.13\|37.20\|37.89\|37.04\|116876;2026-03-09\|37.26\|-0.64\|36.43\|37.46\|35.60\|155308;2026-03-10\|37.97\|1.91\|37.80\|38.20\|37.31\|125783;2026-03-11\|37.45\|-1.37\|38.00\|38.23\|37.10\|110873;2026-03-12\|36.90\|-1.47\|37.20\|37.61\|36.60\|96255;2026-03-13\|36.46\|-1.19\|36.42\|37.33\|36.37\|82768;2026-03-16\|37.45\|2.72\|36.60\|37.48\|35.88\|143402;2026-03-17\|36.17\|-3.42\|37.70\|37.71\|36.13\|125163;2026-03-18\|36.73\|1.55\|36.27\|36.80\|35.81\|108939;2026-03-19\|35.60\|-3.08\|36.00\|36.24\|35.40\|128948;2026-03-20\|34.64\|-2.70\|35.91\|36.08\|34.60\|125307;2026-03-23\|33.12\|-4.39\|33.95\|34.75\|32.85\|177198;2026-03-24\|33.57\|1.36\|33.78\|33.98\|32.32\|126971;2026-03-25\|33.62\|0.15\|33.83\|34.31\|33.43\|121040;2026-03-26\|33.17\|-1.34\|33.62\|34.00\|33.05\|101734;2026-03-27\|33.43\|0.78\|32.50\|33.65\|32.44\|97917;2026-03-30\|33.51\|0.24\|32.76\|33.66\|32.55\|88737;2026-03-31\|32.57\|-2.81\|33.35\|33.65\|32.52\|88813;2026-04-01\|33.37\|2.46\|33.51\|33.52\|32.92\|97021;2026-04-02\|32.20\|-3.51\|33.08\|33.29\|32.00\|96897;2026-04-03\|32.44\|0.75\|32.58\|32.84\|32.28\|82191;2026-04-07\|32.35\|-0.28\|32.61\|32.92\|32.28\|79467;2026-04-08\|35.05\|8.35\|33.21\|35.07\|33.21\|172093;2026-04-09\|35.24\|0.54\|34.35\|35.87\|34.21\|188848;2026-04-10\|35.50\|0.74\|35.60\|36.30\|35.50\|165452;2026-04-13\|35.68\|0.51\|35.08\|36.42\|35.02\|126543;2026-04-14\|36.25\|1.60\|36.11\|36.54\|35.88\|125772;2026-04-15\|35.46\|-2.18\|36.25\|36.69\|35.41\|151369;2026-04-16\|35.85\|1.10\|35.63\|36.00\|35.41\|114987;2026-04-17\|36.60\|2.09\|35.76\|36.99\|35.61\|147326;2026-04-20\|39.01\|6.58\|36.58\|39.14\|36.35\|300869;2026-04-21\|38.79\|-0.56\|38.88\|38.98\|37.94\|188008;2026-04-22\|39.67\|2.27\|38.43\|39.89\|38.31\|224483;2026-04-23\|38.31\|-3.43\|39.74\|39.99\|38.20\|193605;2026-04-24\|38.29\|-0.05\|38.28\|38.80\|37.75\|164228;2026-04-27\|40.44\|5.62\|38.63\|40.98\|38.42\|319362;2026-04-28\|38.94\|-3.71\|40.24\|40.98\|38.73\|264432;2026-04-29\|39.02\|0.21\|38.90\|39.48\|38.08\|184405;2026-04-30\|41.06\|5.23\|39.04\|41.47\|39.04\|349997;2026-05-06\|43.32\|5.50\|42.29\|44.69\|41.52\|478987;2026-05-07\|45.44\|4.89\|43.30\|46.32\|42.24\|460044;2026-05-08\|49.98\|9.99\|45.48\|49.98\|45.35\|613436;2026-05-11\|50.14\|0.32\|51.48\|51.52\|48.58\|775572;2026-05-12\|51.03\|1.77\|50.15\|52.60\|48.80\|586284;2026-05-13\|52.66\|3.19\|50.00\|54.66\|50.00\|572417;2026-05-14\|51.55\|-2.11\|52.67\|53.75\|51.11\|462559;2026-05-15\|51.61\|0.12\|52.66\|54.48\|50.00\|559212;2026-05-18\|50.15\|-2.83\|51.21\|52.29\|49.61\|415288;2026-05-19\|55.17\|10.01\|50.48\|55.17\|49.58\|645025;2026-05-20\|55.78\|1.11\|55.89\|57.77\|55.00\|746857;2026-05-21\|51.26\|-8.10\|55.77\|56.92\|51.18\|731692;2026-05-22\|52.23\|1.89\|51.26\|52.58\|50.68\|486905;2026-05-25\|54.16\|3.70\|52.00\|54.44\|50.51\|544111;2026-05-26\|52.80\|-2.51\|53.80\|54.45\|51.61\|427535;2026-05-27\|56.50\|7.01\|53.26\|57.36\|52.64\|791588;2026-05-28\|59.09\|4.58\|55.50\|59.98\|54.71\|934973;2026-05-29\|55.38\|-6.28\|59.10\|61.10\|54.00\|805172;2026-06-01\|56.10\|1.30\|55.32\|59.00\|52.35\|724644;2026-06-02\|53.84\|-4.03\|55.69\|56.18\|53.58\|517504;2026-06-03\|58.09\|7.89\|54.91\|59.22\|54.91\|802814;2026-06-04\|63.90\|10.00\|57.96\|63.90\|56.56\|970866;2026-06-05\|66.77\|4.49\|64.89\|68.37\|63.13\|1023489;2026-06-08\|64.70\|-3.10\|62.99\|69.14\|62.99\|819524;2026-06-09\|71.17\|10.00\|66.50\|71.17\|64.15\|668106;2026-06-10\|73.50\|3.27\|74.00\|75.69\|70.20\|1064859;2026-06-11\|71.17\|-3.17\|72.50\|74.76\|68.80\|973033;2026-06-12\|66.10\|-7.12\|73.91\|77.58\|65.83\|1056852;2026-06-15\|68.05\|2.95\|67.35\|69.75\|63.03\|911188;2026-06-16\|68.15\|0.15\|69.50\|71.51\|67.79\|875639;2026-06-17\|70.95\|4.11\|67.76\|71.59\|65.58\|972400;2026-06-18\|70.20\|-1.06\|69.69\|73.94\|69.69\|838852;2026-06-22\|68.71\|-2.12\|71.60\|72.00\|64.94\|975959;2026-06-23\|66.50\|-3.22\|68.00\|69.88\|65.33\|700843;2026-06-24\|67.20\|1.05\|65.99\|68.00\|63.84\|729651;2026-06-25\|70.50\|4.91\|68.10\|70.50\|65.50\|1029033;2026-06-26\|75.37\|6.91\|71.05\|76.50\|68.83\|1329965;2026-06-29\|78.89\|4.67\|77.00\|79.89\|70.00\|1317851;2026-06-30\|77.60\|-1.64\|77.00\|78.98\|73.86\|901997;2026-07-01\|79.84\|2.89\|77.61\|83.29\|76.45\|1020422;2026-07-02\|71.86\|-9.99\|75.00\|75.89\|71.86\|704616;2026-07-03\|64.67\|-10.01\|68.00\|69.60\|64.67\|860239;2026-07-06\|59.49\|-8.01\|63.40\|65.19\|58.41\|789581;2026-07-07\|60.53\|1.75\|59.38\|62.26\|58.44\|566684;2026-07-08\|57.97\|-4.23\|61.00\|61.84\|55.76\|573468;2026-07-09\|63.77\|10.01\|58.80\|63.77\|58.38\|635396;2026-07-10\|61.06\|-4.25\|64.01\|68.18\|61.02\|847967;2026-07-13\|57.47\|-5.88\|60.00\|62.56\|57.11\|517722
112838	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	半导体存储+锂矿审批行业原因： 1、6月2日，SK集团会长崔泰源称，SK海力士计划五年内将晶圆产能翻番。他表示，存储芯片产能瓶颈问题可能会持续到2030年。 2、摩根大通在最新研报中大幅上调全球存储市场规模预测，认为存储芯片正从周期性商品向AI基础设施核心资产转型，预计2026年DRAM市场收入将达6360亿美元，供需缺口持续扩大。公司原因： 1、据2026年3月11日公告，公司拟以简易程序定增募资不超1.085亿元，用于嵌入式存储器研发及产业化项目，推进eMMC、UFS等大容量产品量产；据2026年3月24日投资者关系活动记录表，2026年将加快LPDDR5量产并拓展AI、数据中心等高端市场。 2、据2026年3月24日及5月15日互动易，桂阳大冲里矿区伴生氧化锂矿物量达32.37万吨，已完成开采方案评审备案，正在推进生态修复方案评审，探矿权转采矿权审批权限上收至自然资源部。 3、据2026年3月6日年报及3月24日投资者关系活动记录表，公司半导体存储业务2025年营收10.98亿元，同比增长25.20%，DDR4/LPDDR4X/LPDDR5已通过主流平台AVL认证，产品广泛应用于消费电子、车载、工业控制等领域。	公司半导体存储业务主要产品有NAND、DRAM存储两大系列，子公司大为创芯有产品可以应用在数据中心	2026-03-03\|26.02\|-6.07\|27.70\|27.97\|26.00\|165073;2026-03-04\|26.98\|3.69\|25.45\|27.80\|25.40\|184073;2026-03-05\|27.17\|0.70\|27.50\|27.78\|26.91\|137449;2026-03-06\|27.99\|3.02\|26.70\|28.08\|26.69\|185995;2026-03-09\|27.80\|-0.68\|27.48\|27.85\|26.89\|151016;2026-03-10\|28.20\|1.44\|28.05\|28.43\|27.85\|152458;2026-03-11\|27.45\|-2.66\|28.07\|28.40\|27.45\|159951;2026-03-12\|26.67\|-2.84\|27.22\|27.90\|26.55\|123533;2026-03-13\|28.38\|6.41\|26.50\|29.34\|26.43\|492304;2026-03-16\|29.87\|5.25\|28.20\|29.88\|28.03\|486781;2026-03-17\|29.12\|-2.51\|29.20\|29.65\|28.92\|282422;2026-03-18\|30.58\|5.01\|29.47\|31.35\|29.16\|430320;2026-03-19\|29.60\|-3.20\|29.37\|30.43\|29.21\|280055;2026-03-20\|29.14\|-1.55\|29.60\|30.79\|28.96\|280312;2026-03-23\|28.00\|-3.91\|28.63\|29.76\|27.63\|256013;2026-03-24\|29.39\|4.96\|28.63\|29.44\|27.77\|283380;2026-03-25\|29.58\|0.65\|29.35\|30.21\|29.20\|249043;2026-03-26\|29.81\|0.78\|28.98\|30.10\|28.50\|266905;2026-03-27\|30.67\|2.88\|28.98\|31.00\|27.66\|379672;2026-03-30\|31.00\|1.08\|30.70\|31.90\|29.92\|342276;2026-03-31\|29.13\|-6.03\|30.33\|30.45\|29.13\|274429;2026-04-01\|29.29\|0.55\|30.16\|30.26\|28.80\|250026;2026-04-02\|29.34\|0.17\|29.28\|30.20\|29.03\|201442;2026-04-03\|26.61\|-9.30\|29.05\|29.20\|26.48\|267040;2026-04-07\|26.86\|0.94\|26.46\|28.07\|26.07\|155844;2026-04-08\|29.55\|10.01\|27.75\|29.55\|27.75\|219375;2026-04-09\|32.51\|10.02\|30.16\|32.51\|30.16\|650266;2026-04-10\|33.87\|4.18\|33.09\|34.94\|32.38\|676580;2026-04-13\|34.62\|2.21\|32.71\|35.03\|32.71\|429044;2026-04-14\|38.08\|9.99\|34.88\|38.08\|34.53\|179726;2026-04-15\|34.85\|-8.48\|37.97\|37.97\|34.27\|574206;2026-04-16\|38.34\|10.01\|34.89\|38.34\|33.87\|433753;2026-04-17\|37.73\|-1.59\|39.06\|39.45\|37.19\|547847;2026-04-20\|37.30\|-1.14\|37.25\|38.00\|36.56\|356266;2026-04-21\|36.18\|-3.00\|37.28\|37.28\|35.96\|244119;2026-04-22\|35.81\|-1.02\|36.12\|36.12\|35.27\|235359;2026-04-23\|34.13\|-4.69\|36.12\|36.49\|33.69\|279833;2026-04-24\|35.64\|4.42\|34.16\|36.58\|33.63\|489546;2026-04-27\|36.52\|2.47\|36.21\|37.00\|35.72\|402578;2026-04-28\|35.70\|-2.25\|36.54\|37.36\|35.50\|364306;2026-04-29\|37.01\|3.67\|35.38\|37.26\|34.88\|385977;2026-04-30\|37.30\|0.78\|37.00\|38.41\|36.44\|418706;2026-05-06\|39.10\|4.83\|38.93\|40.88\|38.00\|457777;2026-05-07\|39.96\|2.20\|38.84\|40.50\|37.90\|440330;2026-05-08\|43.15\|7.98\|38.58\|43.43\|38.50\|463691;2026-05-11\|45.11\|4.54\|43.42\|46.30\|43.30\|385653;2026-05-12\|43.51\|-3.55\|43.81\|45.30\|43.11\|251109;2026-05-13\|43.57\|0.14\|43.10\|43.74\|42.50\|271684;2026-05-14\|41.48\|-4.80\|43.61\|43.99\|41.45\|269629;2026-05-15\|40.64\|-2.03\|41.27\|42.15\|40.07\|204497;2026-05-18\|40.30\|-0.84\|40.71\|42.14\|39.83\|202674;2026-05-19\|40.55\|0.62\|40.09\|40.95\|38.45\|207129;2026-05-20\|41.93\|3.40\|40.27\|42.84\|40.05\|296374;2026-05-21\|38.33\|-8.59\|41.94\|41.95\|38.01\|325159;2026-05-22\|38.98\|1.70\|38.68\|39.28\|37.63\|194888;2026-05-25\|38.92\|-0.15\|38.98\|39.30\|38.02\|187283;2026-05-26\|37.24\|-4.32\|38.72\|38.86\|36.36\|210387;2026-05-27\|35.78\|-3.92\|38.11\|38.38\|35.61\|178013;2026-05-28\|36.11\|0.92\|35.46\|36.50\|35.30\|140081;2026-05-29\|34.13\|-5.48\|36.13\|36.50\|33.77\|158219;2026-06-01\|33.06\|-3.14\|34.59\|34.80\|33.05\|110232;2026-06-02\|34.38\|3.99\|32.97\|34.77\|31.67\|183854;2026-06-03\|35.08\|2.04\|34.03\|36.49\|33.91\|209384;2026-06-04\|38.59\|10.01\|34.60\|38.59\|34.00\|153680;2026-06-05\|37.76\|-2.15\|38.00\|39.50\|37.11\|368272;2026-06-08\|35.55\|-5.85\|35.93\|37.68\|34.86\|210393;2026-06-09\|36.86\|3.69\|36.36\|37.14\|35.61\|218159;2026-06-10\|35.94\|-2.50\|35.80\|37.50\|35.51\|182087;2026-06-11\|38.77\|7.87\|35.33\|39.53\|35.07\|449181;2026-06-12\|38.19\|-1.50\|39.10\|39.63\|38.08\|340090;2026-06-15\|39.23\|2.72\|38.55\|39.33\|37.40\|319307;2026-06-16\|38.82\|-1.05\|39.01\|39.25\|38.11\|266844;2026-06-17\|40.69\|4.82\|38.00\|41.05\|37.08\|372508;2026-06-18\|40.07\|-1.52\|39.92\|40.85\|39.42\|267269;2026-06-22\|41.95\|4.69\|40.07\|42.00\|38.68\|345765;2026-06-23\|39.77\|-5.20\|41.92\|41.93\|39.39\|225807;2026-06-24\|39.34\|-1.08\|38.31\|40.55\|36.75\|229355;2026-06-25\|39.79\|1.14\|40.40\|41.00\|39.46\|233110;2026-06-26\|36.88\|-7.31\|38.50\|38.86\|36.85\|205795;2026-06-29\|34.46\|-6.56\|36.88\|36.88\|33.23\|182599;2026-06-30\|36.74\|6.62\|34.81\|37.11\|34.34\|161152;2026-07-01\|36.75\|0.03\|36.75\|38.38\|36.21\|179348;2026-07-02\|34.90\|-5.03\|34.74\|36.46\|33.30\|139778;2026-07-03\|34.99\|0.26\|34.54\|35.77\|33.75\|114066;2026-07-06\|35.19\|0.57\|35.80\|36.34\|34.48\|122298;2026-07-07\|33.35\|-5.23\|35.00\|35.12\|33.35\|102363;2026-07-08\|31.43\|-5.76\|33.02\|33.69\|31.32\|121177;2026-07-09\|33.59\|6.87\|32.00\|33.88\|30.50\|164909;2026-07-10\|32.98\|-1.82\|33.66\|34.19\|32.98\|133408;2026-07-13\|29.90\|-9.34\|32.20\|33.10\|29.75\|123746
112837	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	氢能源+芯长征入主+一季报扭亏 1、据2026年7月1日公告，公司拟转让参股公司启盘科技5.5%股权，转让价格不低于2200万元，预计将在2026年度产生不低于1650万元利润，对公司财务状况产生积极影响。 2、据2026年4月3日公告，芯长征已完成受让公司24.73%股份成为控股股东，朱阳军成为实控人。据2025年年报，公司未来将与控股股东共享半导体行业市场资源，以半导体污水处理为切入点，探索以半导体企业为代表的工业服务。 3、据2026年4月30日一季报，公司一季度归母净利润1724.61万元，同比增长459.36%，主要系持续落实降本增效措施，业务盈利改善且期间费用显著下降。	公司控股股东变更为芯长征，其核心业务包括硅基芯片及模组系列、第三代半导体芯片及模组系列（SiC、GaN）及功率器件检测装备	2026-03-03\|11.95\|-2.92\|12.36\|12.44\|11.92\|54566;2026-03-04\|12.05\|0.84\|11.90\|12.14\|11.70\|49319;2026-03-05\|12.07\|0.17\|12.09\|12.23\|12.02\|33488;2026-03-06\|12.49\|3.48\|11.92\|12.55\|11.92\|52975;2026-03-09\|12.34\|-1.20\|12.40\|12.48\|12.12\|39302;2026-03-10\|12.53\|1.54\|12.54\|12.55\|12.37\|36297;2026-03-11\|12.30\|-1.84\|12.50\|12.58\|12.30\|26990;2026-03-12\|12.01\|-2.36\|12.27\|12.30\|11.96\|41825;2026-03-13\|11.93\|-0.67\|12.02\|12.21\|11.92\|32158;2026-03-16\|12.05\|1.01\|11.66\|12.06\|11.65\|33116;2026-03-17\|11.67\|-3.15\|12.02\|12.11\|11.64\|26953;2026-03-18\|11.81\|1.20\|11.73\|11.85\|11.60\|23755;2026-03-19\|11.51\|-2.54\|11.74\|11.78\|11.44\|32094;2026-03-20\|11.29\|-1.91\|11.56\|11.65\|11.20\|37990;2026-03-23\|10.69\|-5.31\|11.20\|11.20\|10.60\|59428;2026-03-24\|11.39\|6.55\|10.99\|11.46\|10.86\|65378;2026-03-25\|11.49\|0.88\|11.39\|11.60\|11.26\|33040;2026-03-26\|11.17\|-2.79\|11.46\|11.53\|11.00\|40124;2026-03-27\|11.40\|2.06\|11.15\|11.42\|11.06\|38720;2026-03-30\|11.79\|3.42\|11.35\|11.91\|11.23\|55367;2026-03-31\|11.41\|-3.22\|11.66\|11.92\|11.36\|44430;2026-04-01\|11.49\|0.70\|11.71\|11.75\|11.31\|42261;2026-04-02\|11.26\|-2.00\|11.48\|11.51\|11.13\|35503;2026-04-03\|11.15\|-0.98\|11.45\|11.69\|11.00\|43267;2026-04-07\|11.33\|1.61\|11.21\|11.48\|11.07\|40687;2026-04-08\|11.71\|3.35\|11.52\|11.73\|11.42\|36533;2026-04-09\|11.43\|-2.39\|11.69\|11.90\|11.38\|47061;2026-04-10\|11.95\|4.55\|11.48\|12.36\|11.47\|95229;2026-04-13\|11.79\|-1.34\|11.88\|11.88\|11.57\|65545;2026-04-14\|12.08\|2.46\|11.83\|12.12\|11.52\|72510;2026-04-15\|11.86\|-1.82\|12.28\|12.28\|11.84\|40707;2026-04-16\|11.89\|0.25\|11.88\|11.93\|11.72\|27466;2026-04-17\|11.80\|-0.76\|11.87\|11.91\|11.71\|26381;2026-04-20\|11.73\|-0.59\|11.78\|11.80\|11.57\|35330;2026-04-21\|11.73\|0.00\|11.71\|11.79\|11.58\|32398;2026-04-22\|12.90\|9.97\|11.74\|12.90\|11.60\|127315;2026-04-23\|12.64\|-2.02\|13.30\|13.58\|12.64\|217807;2026-04-24\|12.42\|-1.74\|12.62\|12.77\|12.28\|115184;2026-04-27\|12.18\|-1.93\|12.49\|12.49\|11.80\|86057;2026-04-28\|11.82\|-2.96\|12.08\|12.21\|11.82\|72857;2026-04-29\|11.82\|0.00\|11.82\|12.04\|11.68\|67870;2026-04-30\|12.24\|3.55\|12.15\|12.80\|12.04\|132734;2026-05-06\|12.40\|1.31\|12.40\|12.70\|12.28\|113798;2026-05-07\|12.17\|-1.85\|12.40\|12.56\|12.13\|105572;2026-05-08\|12.47\|2.47\|12.19\|12.74\|12.13\|129528;2026-05-11\|12.63\|1.28\|12.49\|12.72\|12.39\|128350;2026-05-12\|12.10\|-4.20\|12.54\|12.56\|12.05\|102700;2026-05-13\|12.41\|2.56\|12.13\|12.59\|12.00\|100442;2026-05-14\|13.65\|9.99\|12.44\|13.65\|12.10\|272160;2026-05-15\|13.81\|1.17\|13.66\|14.20\|13.17\|343877;2026-05-18\|14.58\|5.58\|13.51\|15.05\|13.48\|308324;2026-05-19\|14.15\|-2.95\|14.44\|14.44\|13.74\|211810;2026-05-20\|13.89\|-1.84\|13.70\|14.44\|13.17\|185070;2026-05-21\|13.06\|-5.98\|13.75\|14.12\|12.93\|186445;2026-05-22\|12.76\|-2.30\|13.05\|13.45\|12.55\|150340;2026-05-25\|12.33\|-3.37\|12.85\|12.91\|11.88\|162857;2026-05-26\|11.80\|-4.30\|12.22\|12.22\|11.60\|116617;2026-05-27\|11.39\|-3.47\|11.74\|11.79\|11.30\|81842;2026-05-28\|11.59\|1.76\|11.43\|11.64\|11.24\|62316;2026-05-29\|10.97\|-5.35\|11.72\|11.73\|10.89\|102641;2026-06-01\|11.56\|5.38\|10.83\|11.73\|10.81\|89341;2026-06-02\|11.29\|-2.34\|11.66\|11.66\|11.22\|51446;2026-06-03\|11.20\|-0.80\|11.29\|11.34\|11.11\|44289;2026-06-04\|12.32\|10.00\|11.19\|12.32\|11.19\|136366;2026-06-05\|12.36\|0.32\|12.26\|12.78\|12.17\|151045;2026-06-08\|11.97\|-3.16\|12.34\|12.44\|11.82\|83240;2026-06-09\|11.95\|-0.17\|12.08\|12.42\|11.84\|75948;2026-06-10\|11.68\|-2.26\|11.94\|12.02\|11.59\|60970;2026-06-11\|11.63\|-0.43\|11.65\|11.75\|11.40\|51036;2026-06-12\|11.60\|-0.26\|11.71\|11.95\|11.33\|65779;2026-06-15\|12.16\|4.83\|11.63\|12.57\|11.61\|104838;2026-06-16\|12.27\|0.90\|12.10\|12.37\|11.76\|89616;2026-06-17\|11.73\|-4.40\|12.21\|12.45\|11.68\|83475;2026-06-18\|11.65\|-0.68\|11.74\|11.84\|11.40\|55973;2026-06-22\|11.26\|-3.35\|11.65\|11.65\|11.01\|80164;2026-06-23\|11.36\|0.89\|11.19\|11.66\|11.15\|50021;2026-06-24\|12.01\|5.72\|11.32\|12.32\|10.86\|128284;2026-06-25\|11.67\|-2.83\|11.95\|11.99\|11.49\|72481;2026-06-26\|12.84\|10.03\|11.63\|12.84\|11.61\|157030;2026-06-29\|13.05\|1.64\|13.18\|13.78\|12.86\|279558;2026-06-30\|13.49\|3.37\|13.10\|13.50\|12.78\|167893;2026-07-01\|13.53\|0.30\|13.49\|14.10\|13.25\|182149;2026-07-02\|13.09\|-3.25\|13.29\|13.54\|13.01\|117058;2026-07-03\|14.15\|8.10\|13.08\|14.40\|13.08\|276094;2026-07-06\|15.57\|10.04\|14.85\|15.57\|14.64\|404125;2026-07-07\|15.82\|1.61\|15.59\|16.18\|15.20\|320647;2026-07-08\|15.84\|0.13\|15.90\|16.60\|14.99\|276649;2026-07-09\|16.15\|1.96\|15.93\|16.30\|15.15\|224628;2026-07-10\|15.92\|-1.42\|15.88\|16.50\|15.60\|179835;2026-07-13\|15.23\|-4.33\|15.92\|16.26\|15.10\|160950
112836	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	TSV先进封装+分拆上市+车规CIS 行业原因：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。公司原因： 1、据2026年6月26日互动易，公司专注于集成电路先进封装技术，在晶圆级TSV先进封装技术领域具备显著领先优势，相关技术在3D堆叠、异质集成等领域具有应用前景。 2、据2026年5月19日及6月12日互动易，公司为全球车规CIS晶圆级TSV封装技术的开拓者与领先者，车规CIS封装业务规模呈现快速增长趋势，车载晶圆级微型阵列镜头业务、激光雷达封装业务已实现量产。 3、据2026年6月26日互动易，公司分拆子公司Anteryon在阿姆斯特丹交易所IPO的相关工作正在积极有序推进中；据2026年5月27日公告，Anteryon具备全球领先的微型光学设计、研发与制造等核心能力。	公司称作为全球车规CIS芯片晶圆级TSV封装技术的开发者，拥有显著的技术与量产领先优势，随着车联网、智能汽车、自动驾驶等应用的逐步普及，汽车上摄像头的数量迅速增加，公司在汽车电子领域的业务规模有望持续增长	2026-03-03\|31.07\|-6.05\|33.07\|33.48\|30.94\|543232;2026-03-04\|31.58\|1.64\|30.47\|32.57\|30.47\|404343;2026-03-05\|32.47\|2.82\|32.45\|33.74\|32.00\|452640;2026-03-06\|31.64\|-2.56\|32.11\|32.65\|31.47\|369812;2026-03-09\|31.07\|-1.80\|30.48\|31.24\|29.53\|458421;2026-03-10\|31.67\|1.93\|31.66\|32.25\|31.38\|307658;2026-03-11\|31.10\|-1.80\|31.67\|32.07\|31.00\|280187;2026-03-12\|30.54\|-1.80\|30.95\|31.49\|30.20\|279302;2026-03-13\|30.28\|-0.85\|30.25\|31.22\|29.85\|295950;2026-03-16\|30.65\|1.22\|30.27\|30.76\|29.52\|308958;2026-03-17\|29.26\|-4.54\|30.88\|30.95\|29.21\|327658;2026-03-18\|30.20\|3.21\|29.59\|30.25\|29.38\|285781;2026-03-19\|29.13\|-3.54\|29.64\|29.69\|28.92\|282475;2026-03-20\|28.12\|-3.47\|29.38\|29.45\|28.10\|292924;2026-03-23\|26.83\|-4.59\|27.55\|27.96\|26.60\|291363;2026-03-24\|27.21\|1.42\|27.30\|27.42\|26.43\|219940;2026-03-25\|27.62\|1.51\|27.42\|27.90\|27.42\|241241;2026-03-26\|26.87\|-2.72\|27.48\|27.58\|26.77\|187398;2026-03-27\|26.90\|0.11\|26.40\|27.28\|26.32\|174023;2026-03-30\|26.95\|0.19\|26.35\|27.05\|26.25\|159132;2026-03-31\|26.36\|-2.19\|26.85\|27.08\|26.32\|169440;2026-04-01\|27.01\|2.47\|26.93\|27.20\|26.76\|180305;2026-04-02\|26.07\|-3.48\|26.90\|26.96\|25.94\|226002;2026-04-03\|26.66\|2.26\|26.19\|27.20\|25.92\|246471;2026-04-07\|26.75\|0.34\|26.70\|27.16\|26.56\|188656;2026-04-08\|28.14\|5.20\|27.46\|28.14\|27.21\|349598;2026-04-09\|27.89\|-0.89\|27.75\|28.12\|27.60\|226101;2026-04-10\|28.00\|0.39\|28.21\|28.63\|27.99\|243250;2026-04-13\|28.08\|0.29\|27.75\|28.32\|27.67\|179384;2026-04-14\|30.30\|7.91\|28.32\|30.66\|28.32\|657841;2026-04-15\|29.66\|-2.11\|30.00\|30.44\|29.61\|366102;2026-04-16\|29.71\|0.17\|29.75\|30.00\|29.44\|267690;2026-04-17\|31.24\|5.15\|30.00\|31.93\|29.80\|633495;2026-04-20\|30.81\|-1.38\|31.68\|31.68\|30.43\|547198;2026-04-21\|30.90\|0.29\|30.63\|31.44\|30.15\|355675;2026-04-22\|32.03\|3.66\|30.76\|32.20\|30.71\|482694;2026-04-23\|31.69\|-1.06\|32.03\|32.18\|31.31\|388431;2026-04-24\|31.40\|-0.92\|31.49\|32.24\|31.21\|309405;2026-04-27\|31.93\|1.69\|31.79\|32.84\|31.78\|500828;2026-04-28\|31.20\|-2.29\|31.78\|31.92\|30.92\|357669;2026-04-29\|30.65\|-1.76\|30.01\|30.98\|30.01\|367740;2026-04-30\|31.10\|1.47\|30.90\|31.35\|30.27\|367018;2026-05-06\|31.57\|1.51\|31.80\|32.50\|31.51\|535463;2026-05-07\|32.41\|2.66\|31.89\|32.68\|31.37\|454404;2026-05-08\|32.07\|-1.05\|32.00\|32.18\|31.39\|371464;2026-05-11\|32.92\|2.65\|32.59\|33.20\|32.35\|639153;2026-05-12\|32.37\|-1.67\|32.92\|33.10\|32.15\|384877;2026-05-13\|33.66\|3.99\|31.91\|33.80\|31.70\|551918;2026-05-14\|32.76\|-2.67\|33.83\|34.07\|32.73\|506394;2026-05-15\|32.94\|0.55\|33.00\|34.28\|32.50\|705039;2026-05-18\|33.03\|0.64\|32.40\|33.49\|32.32\|429907;2026-05-19\|33.45\|1.27\|32.60\|33.53\|31.91\|441856;2026-05-20\|36.80\|10.01\|33.33\|36.80\|33.33\|669192;2026-05-21\|36.08\|-1.96\|40.45\|40.45\|36.06\|1876146;2026-05-22\|39.14\|8.48\|36.10\|39.66\|35.43\|1558009;2026-05-25\|43.05\|9.99\|40.19\|43.05\|39.63\|1070733;2026-05-26\|45.10\|4.76\|46.06\|47.33\|42.49\|2025645;2026-05-27\|43.01\|-4.63\|43.11\|46.54\|41.88\|1588987;2026-05-28\|45.60\|6.02\|41.88\|46.36\|40.99\|1445685;2026-05-29\|41.04\|-10.00\|45.03\|45.10\|41.04\|1139620;2026-06-01\|37.73\|-8.07\|40.64\|41.47\|37.61\|1105396;2026-06-02\|38.63\|2.39\|38.25\|39.13\|37.44\|734288;2026-06-03\|40.53\|4.92\|39.00\|42.38\|39.00\|917894;2026-06-04\|44.58\|9.99\|39.78\|44.58\|39.35\|1117390;2026-06-05\|45.80\|2.74\|44.58\|48.50\|44.00\|1359897;2026-06-08\|45.15\|-1.42\|43.27\|47.83\|43.27\|1072496;2026-06-09\|46.79\|3.63\|45.81\|47.05\|43.58\|1010918;2026-06-10\|44.88\|-4.08\|45.99\|48.40\|44.46\|962353;2026-06-11\|44.11\|-1.72\|44.82\|45.50\|43.00\|762119;2026-06-12\|41.02\|-7.01\|45.10\|45.80\|40.94\|873038;2026-06-15\|43.90\|7.02\|41.40\|44.18\|40.98\|644691;2026-06-16\|44.24\|0.77\|43.91\|45.54\|43.70\|597501;2026-06-17\|46.12\|4.25\|43.59\|46.55\|43.50\|717201;2026-06-18\|45.71\|-0.89\|45.60\|47.54\|45.00\|751808;2026-06-22\|46.53\|1.79\|46.37\|46.86\|44.25\|991689;2026-06-23\|47.30\|1.65\|45.69\|49.10\|44.35\|1153912;2026-06-24\|49.63\|4.93\|45.50\|50.50\|45.31\|1388002;2026-06-25\|50.00\|0.75\|50.65\|52.00\|48.65\|1371306;2026-06-26\|52.31\|4.62\|49.16\|52.77\|48.88\|1233461;2026-06-29\|48.97\|-6.38\|53.20\|55.26\|47.08\|1454506;2026-06-30\|53.87\|10.01\|48.98\|53.87\|47.61\|974588;2026-07-01\|52.65\|-2.26\|54.00\|54.95\|51.35\|1169372;2026-07-02\|47.39\|-9.99\|49.49\|50.70\|47.39\|850271;2026-07-03\|43.38\|-8.46\|46.65\|47.00\|43.25\|880795;2026-07-06\|42.59\|-1.82\|44.11\|44.66\|40.99\|647314;2026-07-07\|43.02\|1.01\|42.10\|44.25\|41.75\|570407;2026-07-08\|41.08\|-4.51\|42.55\|43.60\|39.32\|598201;2026-07-09\|45.19\|10.00\|42.32\|45.19\|41.29\|739121;2026-07-10\|43.97\|-2.70\|46.50\|49.18\|43.97\|1032491;2026-07-13\|41.13\|-6.46\|43.00\|44.88\|41.00\|630975
112835	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	存储芯片+企业级SSD+一季报增长行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年5月26日互动易，公司表示AI大模型训练与推理正驱动存储需求快速增长，存储从算力配套升级为AI核心基础设施，当前公司在手订单充足，预期能够保持良好的业绩水平。 2、据2026年5月13日机构调研，2026年公司发布SATA/PCIe双模企业级SSD主控H3361，企业级业务加速扩张，产品已进入多家国内互联网及服务器厂商供应链并实现规模销售，收入规模及占比持续提升；5月12日公司光明智能制造基地启动，定位高端制造与测试验证中心。 3、据2026年4月30日公告，公司2026年一季度实现营收75.38亿元，同比增长502.08%；归母净利润33.46亿元，同比扭亏为盈，主要得益于AI服务器、数据中心需求爆发，存储行业景气度持续提升。	公司目前已建立了完善的存储产品矩阵，包括移动存储、固态硬盘、嵌入式存储、内存条等	2026-03-03\|228.70\|-7.24\|245.00\|246.53\|227.00\|102945;2026-03-04\|251.57\|10.00\|240.00\|251.57\|238.68\|195654;2026-03-05\|256.11\|1.80\|257.00\|266.34\|254.00\|200279;2026-03-06\|271.12\|5.86\|256.07\|277.60\|256.07\|174102;2026-03-09\|280.00\|3.28\|267.82\|280.00\|263.30\|184769;2026-03-10\|294.81\|5.29\|288.00\|299.59\|281.00\|176652;2026-03-11\|298.64\|1.30\|294.01\|309.66\|293.00\|217879;2026-03-12\|293.50\|-1.72\|299.92\|305.92\|289.26\|126989;2026-03-13\|320.05\|9.05\|296.22\|322.85\|295.02\|220302;2026-03-16\|352.06\|10.00\|318.00\|352.06\|309.51\|266265;2026-03-17\|354.00\|0.55\|345.00\|359.96\|342.00\|194094;2026-03-18\|374.00\|5.65\|359.00\|374.00\|355.00\|192483;2026-03-19\|345.00\|-7.75\|357.00\|362.00\|342.10\|195161;2026-03-20\|331.52\|-3.91\|349.50\|351.00\|330.33\|158800;2026-03-23\|321.00\|-3.17\|320.00\|331.80\|315.00\|144681;2026-03-24\|349.63\|8.92\|317.79\|351.80\|306.10\|222428;2026-03-25\|375.17\|7.30\|354.94\|378.00\|350.43\|202217;2026-03-26\|378.86\|0.98\|361.02\|383.00\|361.02\|164537;2026-03-27\|381.89\|0.80\|360.09\|382.90\|357.00\|138054;2026-03-30\|400.30\|4.82\|375.88\|401.59\|375.88\|163010;2026-03-31\|380.10\|-5.05\|380.30\|393.17\|363.74\|210721;2026-04-01\|371.98\|-2.03\|417.67\|417.67\|364.46\|303740;2026-04-02\|360.15\|-3.18\|378.88\|379.60\|358.20\|189726;2026-04-03\|352.02\|-2.26\|364.80\|366.66\|352.02\|114756;2026-04-07\|378.18\|7.43\|355.80\|382.88\|352.00\|154318;2026-04-08\|393.30\|4.00\|390.04\|395.50\|375.01\|195237;2026-04-09\|406.58\|3.38\|383.19\|417.84\|380.38\|178215;2026-04-10\|447.24\|10.00\|428.00\|447.24\|423.00\|232257;2026-04-13\|481.49\|7.66\|450.15\|488.50\|450.15\|216110;2026-04-14\|500.63\|3.98\|485.19\|510.90\|481.00\|203781;2026-04-15\|501.20\|0.11\|501.20\|520.00\|496.00\|167001;2026-04-16\|516.80\|3.11\|490.00\|529.98\|486.00\|167202;2026-04-17\|513.69\|-0.60\|510.00\|519.24\|490.00\|154793;2026-04-20\|515.00\|0.26\|518.88\|538.00\|512.00\|137146;2026-04-21\|514.60\|-0.08\|515.00\|521.60\|498.90\|113103;2026-04-22\|525.00\|2.02\|514.71\|530.00\|509.96\|141662;2026-04-23\|494.69\|-5.77\|539.00\|544.93\|487.00\|212498;2026-04-24\|489.88\|-0.97\|491.00\|500.82\|482.60\|132576;2026-04-27\|488.15\|-0.35\|492.21\|495.00\|484.00\|114372;2026-04-28\|496.39\|1.69\|496.93\|510.00\|486.22\|132252;2026-04-29\|522.93\|5.35\|491.22\|525.00\|485.50\|175813;2026-04-30\|524.81\|0.36\|517.71\|535.00\|509.01\|193544;2026-05-06\|577.29\|10.00\|570.00\|577.29\|560.38\|78830;2026-05-07\|616.51\|6.79\|603.00\|633.00\|597.00\|252913;2026-05-08\|597.71\|-3.05\|599.23\|609.98\|592.90\|150563;2026-05-11\|639.21\|6.94\|631.11\|644.96\|616.13\|180515;2026-05-12\|618.00\|-3.32\|630.56\|633.50\|610.00\|150166;2026-05-13\|679.80\|10.00\|595.24\|679.80\|595.24\|168739;2026-05-14\|721.65\|6.16\|699.00\|739.48\|689.00\|190782;2026-05-15\|712.06\|-1.33\|722.01\|759.99\|697.62\|213475;2026-05-18\|735.04\|3.23\|707.00\|743.56\|702.58\|167160;2026-05-19\|699.16\|-4.88\|712.00\|716.00\|672.94\|150562;2026-05-20\|695.96\|-0.46\|705.00\|717.45\|685.00\|128465;2026-05-21\|656.10\|-5.73\|707.00\|709.80\|652.88\|142761;2026-05-22\|674.00\|2.73\|671.00\|680.39\|651.02\|132272;2026-05-25\|695.00\|3.12\|669.99\|698.50\|657.01\|133567;2026-05-26\|659.10\|-5.17\|688.05\|688.05\|643.00\|136401;2026-05-27\|665.00\|0.90\|680.00\|703.00\|660.80\|158845;2026-05-28\|657.35\|-1.15\|655.02\|669.50\|633.89\|109700;2026-05-29\|640.00\|-2.64\|669.00\|679.58\|630.00\|125845;2026-06-01\|597.41\|-6.65\|641.40\|646.00\|597.00\|121728;2026-06-02\|605.90\|1.42\|600.00\|611.66\|583.00\|110274;2026-06-03\|618.95\|2.15\|600.00\|639.99\|598.00\|125917;2026-06-04\|680.85\|10.00\|612.58\|680.85\|612.58\|191661;2026-06-05\|630.50\|-7.40\|655.55\|665.38\|623.82\|165281;2026-06-08\|588.10\|-6.72\|568.18\|609.00\|568.18\|112052;2026-06-09\|625.74\|6.40\|605.55\|629.25\|598.50\|106237;2026-06-10\|627.95\|0.35\|619.75\|640.63\|612.63\|96313;2026-06-11\|632.35\|0.70\|630.00\|638.05\|617.00\|86064;2026-06-12\|617.43\|-2.36\|662.10\|664.00\|617.43\|152458;2026-06-15\|641.86\|3.96\|632.00\|643.68\|608.14\|112303;2026-06-16\|655.66\|2.15\|649.66\|664.99\|633.20\|120558;2026-06-17\|709.62\|8.23\|642.00\|720.00\|633.50\|171739;2026-06-18\|712.00\|0.34\|702.00\|736.00\|698.08\|160789;2026-06-22\|737.07\|3.52\|726.00\|740.00\|706.00\|151962;2026-06-23\|755.01\|2.43\|730.00\|796.00\|706.00\|171855;2026-06-24\|810.00\|7.28\|759.00\|816.88\|743.51\|182022;2026-06-25\|891.00\|10.00\|830.00\|891.00\|829.19\|202889;2026-06-26\|951.00\|6.73\|881.10\|980.00\|872.31\|218735;2026-06-29\|970.00\|2.00\|939.95\|978.00\|886.66\|171300;2026-06-30\|942.90\|-2.79\|935.00\|957.99\|898.00\|131073;2026-07-01\|893.22\|-5.27\|945.00\|976.00\|880.00\|163543;2026-07-02\|811.00\|-9.20\|829.54\|872.83\|806.00\|160378;2026-07-03\|881.91\|8.74\|804.75\|892.10\|795.00\|198003;2026-07-06\|935.00\|6.02\|877.10\|954.19\|860.00\|216857;2026-07-07\|851.00\|-8.98\|870.00\|900.00\|845.28\|143597;2026-07-08\|825.00\|-3.06\|866.31\|870.24\|790.00\|139865;2026-07-09\|860.48\|4.30\|840.01\|867.88\|798.88\|163888;2026-07-10\|799.98\|-7.03\|859.99\|878.99\|799.90\|150891;2026-07-13\|719.98\|-10.00\|755.28\|774.23\|719.98\|113543
112834	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	参股宇树科技+半导体设备+温控设备行业原因：据证券时报6月3日报道，隔夜美股费城半导体指数暴涨近6%再创历史新高，迈威尔科技涨超30%，提振A股半导体板块情绪。公司原因： 1、据21世纪经济报道2026年6月1日报道，宇树科技科创板IPO过会；据2026年5月22日投资者关系管理信息，公司确认直接及间接参投项目覆盖人工智能等领域，已成功投出宇树科技等上市及拟上市企业。 2、据2026年5月22日投资者关系管理信息，公司将半导体领域作为战略核心方向，控股无锡暖芯半导体51%股权，其半导体温控设备产品已成功导入华润微电子、拓荆科技、中微公司等知名客户供应链。 3、据2026年5月22日投资者关系管理信息，公司自主设立苏州致源真空科技聚焦半导体分子泵研发生产，并控股上海寰鼎集成电路，布局RTP快速热处理设备及封测设备市场，打造第二增长曲线。	公司2025年12月完成对暖芯科技51%股权收购，切入半导体温控设备及配套零配件赛道，并合资设立苏州致源真空科技布局分子泵，形成“核心温控设备+配套零配件”一体化体系，产品已导入华润微电子、拓荆科技、广州芯粤能等头部客户	2026-03-03\|12.80\|-4.48\|13.43\|13.48\|12.76\|121574;2026-03-04\|12.82\|0.16\|12.55\|13.12\|12.45\|76471;2026-03-05\|13.09\|2.11\|13.03\|13.37\|13.02\|82282;2026-03-06\|13.25\|1.22\|13.06\|13.37\|13.01\|71063;2026-03-09\|13.08\|-1.28\|12.99\|13.74\|12.94\|105380;2026-03-10\|13.42\|2.60\|13.25\|13.63\|13.17\|80353;2026-03-11\|13.36\|-0.45\|13.56\|13.86\|13.27\|114432;2026-03-12\|12.91\|-3.37\|13.36\|13.58\|12.83\|95959;2026-03-13\|12.76\|-1.16\|12.91\|13.02\|12.70\|70653;2026-03-16\|12.47\|-2.27\|12.77\|12.78\|12.38\|78820;2026-03-17\|12.36\|-0.88\|12.51\|12.87\|12.36\|80768;2026-03-18\|12.60\|1.94\|12.37\|12.62\|12.29\|55120;2026-03-19\|12.25\|-2.78\|12.44\|12.49\|12.21\|69247;2026-03-20\|11.85\|-3.27\|12.28\|12.40\|11.81\|86352;2026-03-23\|11.11\|-6.24\|11.70\|12.08\|11.02\|128878;2026-03-24\|11.86\|6.75\|11.51\|11.88\|11.36\|108467;2026-03-25\|12.18\|2.70\|11.95\|12.39\|11.87\|79792;2026-03-26\|12.76\|4.76\|12.18\|13.21\|12.14\|209989;2026-03-27\|12.69\|-0.55\|12.62\|12.76\|12.50\|103307;2026-03-30\|12.67\|-0.16\|12.55\|12.73\|12.40\|67947;2026-03-31\|12.02\|-5.13\|12.70\|12.73\|11.95\|124635;2026-04-01\|12.22\|1.66\|12.26\|12.40\|12.00\|73606;2026-04-02\|11.92\|-2.46\|12.22\|12.27\|11.78\|72081;2026-04-03\|11.56\|-3.02\|11.92\|11.95\|11.45\|58246;2026-04-07\|11.76\|1.73\|11.58\|11.85\|11.51\|50194;2026-04-08\|12.33\|4.85\|12.04\|12.69\|12.04\|85340;2026-04-09\|12.53\|1.62\|12.23\|12.62\|12.08\|99511;2026-04-10\|13.78\|9.98\|12.54\|13.78\|12.54\|392365;2026-04-13\|14.24\|3.34\|13.62\|14.36\|13.40\|481739;2026-04-14\|15.16\|6.46\|14.24\|15.31\|13.97\|352500;2026-04-15\|16.68\|10.03\|15.18\|16.68\|15.18\|278814;2026-04-16\|16.31\|-2.22\|16.73\|16.73\|15.66\|433342;2026-04-17\|16.97\|4.05\|16.26\|17.47\|15.90\|373433;2026-04-20\|16.93\|-0.24\|16.93\|17.26\|16.48\|293819;2026-04-21\|17.62\|4.08\|16.97\|17.68\|16.29\|295854;2026-04-22\|17.67\|0.28\|17.74\|18.59\|17.60\|292620;2026-04-23\|19.44\|10.02\|17.60\|19.44\|17.51\|317711;2026-04-24\|21.38\|9.98\|19.98\|21.38\|19.98\|161285;2026-04-27\|19.24\|-10.01\|21.86\|22.40\|19.24\|234910;2026-04-28\|18.62\|-3.22\|17.88\|19.40\|17.88\|678499;2026-04-29\|19.21\|3.17\|18.25\|19.90\|17.71\|449798;2026-04-30\|19.40\|0.99\|19.69\|19.98\|18.90\|337380;2026-05-06\|21.34\|10.00\|20.01\|21.34\|20.00\|205975;2026-05-07\|23.03\|7.92\|22.00\|23.47\|21.36\|409218;2026-05-08\|22.89\|-0.61\|23.04\|23.50\|22.51\|286153;2026-05-11\|23.23\|1.49\|23.36\|23.60\|22.51\|225504;2026-05-12\|25.55\|9.99\|23.78\|25.55\|23.59\|312074;2026-05-13\|27.37\|7.12\|26.21\|27.85\|25.60\|343832;2026-05-14\|26.71\|-2.41\|27.73\|28.24\|26.16\|318482;2026-05-15\|26.78\|0.26\|27.25\|27.77\|26.10\|234726;2026-05-18\|25.93\|-3.17\|27.24\|27.85\|25.61\|247674;2026-05-19\|25.62\|-1.20\|25.41\|26.10\|24.82\|192568;2026-05-20\|28.18\|9.99\|25.37\|28.18\|25.37\|187102;2026-05-21\|26.02\|-7.67\|28.40\|28.57\|25.85\|286823;2026-05-22\|26.48\|1.77\|26.67\|26.83\|25.71\|195324;2026-05-25\|26.41\|-0.26\|26.47\|26.75\|25.43\|197770;2026-05-26\|25.27\|-4.32\|26.29\|27.69\|24.40\|269383;2026-05-27\|24.12\|-4.55\|25.30\|25.48\|24.06\|207742;2026-05-28\|25.33\|5.02\|24.10\|25.40\|23.66\|183027;2026-05-29\|24.85\|-1.90\|25.47\|26.20\|24.57\|166808;2026-06-01\|24.77\|-0.32\|24.49\|26.11\|24.49\|141250;2026-06-02\|25.14\|1.49\|24.67\|25.25\|23.75\|167070;2026-06-03\|27.65\|9.98\|25.36\|27.65\|25.27\|122851;2026-06-04\|30.42\|10.02\|27.37\|30.42\|26.00\|536739;2026-06-05\|27.82\|-8.55\|29.74\|29.99\|27.57\|410478;2026-06-08\|26.58\|-4.46\|26.10\|27.34\|25.08\|257668;2026-06-09\|27.40\|3.08\|27.35\|27.85\|26.50\|181033;2026-06-10\|27.15\|-0.91\|27.00\|27.60\|25.98\|197067;2026-06-11\|26.10\|-3.87\|27.03\|27.75\|25.90\|132861;2026-06-12\|25.14\|-3.68\|26.79\|27.50\|25.11\|194552;2026-06-15\|26.11\|3.86\|25.50\|26.43\|25.00\|191172;2026-06-16\|27.34\|4.71\|26.20\|27.50\|25.86\|145363;2026-06-17\|29.50\|7.90\|27.00\|29.50\|26.57\|222020;2026-06-18\|28.85\|-2.20\|29.49\|29.80\|28.35\|183233;2026-06-22\|28.30\|-1.91\|28.67\|30.17\|27.43\|154209;2026-06-23\|27.46\|-2.97\|28.10\|28.58\|27.09\|141008;2026-06-24\|27.58\|0.44\|27.13\|27.92\|26.20\|140505;2026-06-25\|30.34\|10.01\|27.86\|30.34\|27.85\|233072;2026-06-26\|32.47\|7.02\|31.66\|33.37\|31.27\|423695;2026-06-29\|31.40\|-3.30\|32.25\|32.47\|29.61\|316763;2026-06-30\|32.20\|2.55\|31.46\|32.95\|30.68\|255521;2026-07-01\|33.80\|4.97\|32.54\|34.99\|32.00\|265692;2026-07-02\|30.96\|-8.40\|32.00\|34.49\|30.88\|293769;2026-07-03\|29.60\|-4.39\|30.92\|31.30\|29.51\|226931;2026-07-06\|29.75\|0.51\|29.62\|32.20\|28.80\|236437;2026-07-07\|28.79\|-3.23\|29.78\|30.49\|28.20\|157657;2026-07-08\|27.18\|-5.59\|28.98\|30.00\|26.67\|174912;2026-07-09\|26.51\|-2.46\|27.85\|27.98\|25.40\|211696;2026-07-10\|27.17\|2.49\|26.96\|29.00\|26.08\|200215;2026-07-13\|24.45\|-10.01\|26.89\|27.41\|24.45\|147478
112833	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	电子特气龙头+存储上游+六氟化钨+央企行业原因： 6月2日，SK集团会长崔泰源称，SK海力士计划五年内将晶圆产能翻番。他表示，存储芯片产能瓶颈问题可能会持续到2030年。公司原因： 1、据2026年5月29日及5月14日公告，公司关注到媒体报道及市场传闻涉及日本六氟化钨供应商因原料问题计划减产，受钨相关物项出口管制及开采总量控制政策影响，上游钨原料供应趋紧，近期部分下游客户就六氟化钨产品与公司业务洽谈增加。 2、据2026年5月8日机构调研，公司当前六氟化钨年产能2000吨，产能利用率处于较高水平，产品纯度达6N级，已实现全球主要半导体厂商稳定供应；受下游存储芯片资本支出增长及AI驱动HBM需求拉动，预计需求将持续旺盛。 3、据2026年4月21日年报，公司是国内电子特种气体收入规模最大的企业，2024年集成电路电子特气领域销售收入全球第九、国内第一；已建有三氟化氮年产能18500吨、六氟化钨年产能2000吨，规模位居国内及世界前列。 4、公司最终控制人为国务院国有资产监督管理委员会。	公司电子特种气体产品及三氟甲磺酸主要用于集成电路、半导体照明等行业	2026-03-03\|46.73\|-3.83\|48.50\|49.17\|46.63\|92709;2026-03-04\|45.23\|-3.21\|46.06\|47.44\|44.90\|77750;2026-03-05\|45.45\|0.49\|46.06\|46.96\|44.81\|65378;2026-03-06\|45.53\|0.18\|45.35\|46.12\|44.72\|48952;2026-03-09\|44.14\|-3.05\|45.08\|45.10\|42.90\|70399;2026-03-10\|44.58\|1.00\|44.81\|45.15\|43.82\|58881;2026-03-11\|45.40\|1.84\|44.60\|46.55\|44.58\|72881;2026-03-12\|46.05\|1.43\|45.46\|46.88\|44.51\|106057;2026-03-13\|45.85\|-0.43\|46.51\|47.68\|44.65\|122281;2026-03-16\|44.56\|-2.81\|45.77\|46.52\|43.90\|103542;2026-03-17\|42.20\|-5.30\|44.61\|44.63\|42.20\|87986;2026-03-18\|42.12\|-0.19\|42.40\|42.50\|41.57\|48141;2026-03-19\|42.24\|0.28\|41.85\|43.88\|41.14\|87048;2026-03-20\|41.66\|-1.37\|41.90\|44.15\|41.50\|83560;2026-03-23\|42.08\|1.01\|41.12\|44.10\|41.08\|112671;2026-03-24\|41.11\|-2.31\|42.14\|42.50\|40.08\|88702;2026-03-25\|41.18\|0.17\|40.80\|41.94\|40.75\|59525;2026-03-26\|40.83\|-0.85\|41.17\|41.75\|40.66\|50992;2026-03-27\|42.58\|4.29\|40.80\|43.18\|40.57\|67635;2026-03-30\|43.84\|2.96\|42.60\|44.00\|42.26\|68642;2026-03-31\|42.56\|-2.92\|43.20\|43.59\|42.50\|50707;2026-04-01\|42.95\|0.92\|43.36\|43.51\|42.61\|31859;2026-04-02\|42.68\|-0.63\|42.53\|43.68\|42.26\|35447;2026-04-03\|51.22\|20.01\|46.46\|51.22\|45.46\|304820;2026-04-07\|53.27\|4.00\|51.98\|54.50\|50.98\|307308;2026-04-08\|54.47\|2.25\|52.81\|54.47\|50.70\|237180;2026-04-09\|57.51\|5.58\|54.47\|60.98\|54.01\|237275;2026-04-10\|60.45\|5.11\|58.66\|62.74\|58.66\|216085;2026-04-13\|60.83\|0.63\|61.05\|64.67\|59.80\|200704;2026-04-14\|61.11\|0.46\|60.84\|62.42\|59.20\|155178;2026-04-15\|60.14\|-1.59\|61.80\|62.41\|59.70\|137164;2026-04-16\|63.51\|5.60\|60.00\|66.00\|58.12\|203480;2026-04-17\|64.31\|1.26\|64.06\|66.52\|63.25\|162058;2026-04-20\|67.57\|5.07\|67.80\|69.45\|65.09\|199436;2026-04-21\|69.30\|2.56\|66.41\|71.08\|63.01\|271207;2026-04-22\|70.10\|1.15\|69.30\|74.07\|66.16\|257129;2026-04-23\|70.81\|1.01\|71.04\|73.74\|69.90\|210332;2026-04-24\|73.08\|3.21\|72.49\|78.92\|71.20\|253079;2026-04-27\|71.40\|-2.30\|73.50\|78.50\|71.17\|275625;2026-04-28\|74.02\|3.67\|71.90\|76.39\|69.65\|259458;2026-04-29\|76.11\|2.82\|73.46\|79.65\|72.80\|190375;2026-04-30\|80.35\|5.57\|79.38\|87.77\|78.34\|269395;2026-05-06\|77.25\|-3.86\|82.00\|82.50\|76.81\|275851;2026-05-07\|78.00\|0.97\|76.20\|80.06\|75.10\|199076;2026-05-08\|79.84\|2.36\|77.17\|81.80\|77.17\|169423;2026-05-11\|95.81\|20.00\|82.60\|95.81\|81.13\|278903;2026-05-12\|98.00\|2.29\|100.60\|101.90\|95.08\|266511;2026-05-13\|117.60\|20.00\|97.65\|117.60\|94.65\|297233;2026-05-14\|141.12\|20.00\|132.00\|141.12\|131.71\|269662;2026-05-15\|145.55\|3.14\|139.53\|151.00\|136.90\|324994;2026-05-18\|135.90\|-6.63\|141.36\|147.64\|131.00\|230016;2026-05-19\|126.13\|-7.19\|131.50\|134.88\|118.40\|209328;2026-05-20\|141.58\|12.25\|126.48\|149.49\|124.68\|247850;2026-05-21\|127.87\|-9.68\|140.00\|141.11\|127.51\|179804;2026-05-22\|130.72\|2.23\|129.30\|135.88\|129.30\|139769;2026-05-25\|134.33\|2.76\|131.00\|135.80\|122.00\|183330;2026-05-26\|142.00\|5.71\|131.10\|143.88\|128.00\|167082;2026-05-27\|155.00\|9.15\|144.00\|165.47\|139.00\|196034;2026-05-28\|174.66\|12.68\|154.00\|175.38\|154.00\|160524;2026-05-29\|174.66\|0.00\|182.00\|182.50\|164.01\|159838;2026-06-01\|169.99\|-2.67\|185.10\|198.66\|166.31\|206602;2026-06-02\|192.00\|12.95\|173.39\|196.58\|173.39\|232035;2026-06-03\|182.66\|-4.86\|192.00\|201.99\|178.77\|260398;2026-06-04\|219.19\|20.00\|199.59\|219.19\|193.90\|200213;2026-06-05\|231.11\|5.44\|229.00\|243.03\|219.14\|254626;2026-06-08\|252.18\|9.12\|231.00\|265.50\|230.68\|248539;2026-06-09\|250.82\|-0.54\|247.00\|262.96\|239.99\|178018;2026-06-10\|292.00\|16.42\|263.00\|298.90\|263.00\|177007;2026-06-11\|349.80\|19.79\|308.06\|349.80\|289.00\|209792;2026-06-12\|302.00\|-13.66\|327.00\|336.93\|279.88\|284423;2026-06-15\|318.30\|5.40\|310.00\|318.92\|280.04\|203330;2026-06-16\|323.00\|1.48\|326.00\|365.00\|318.50\|232170;2026-06-17\|339.70\|5.24\|310.00\|340.00\|300.33\|187377;2026-06-18\|364.00\|7.15\|332.00\|365.00\|323.36\|156310;2026-06-22\|389.99\|7.14\|368.00\|399.50\|366.00\|175441;2026-06-26\|385.60\|-1.13\|406.50\|416.99\|370.00\|182664;2026-06-29\|370.00\|-4.05\|365.15\|393.00\|312.19\|216063;2026-06-30\|349.99\|-5.41\|355.00\|363.00\|331.88\|153399;2026-07-01\|378.61\|8.18\|349.99\|386.00\|347.50\|149479;2026-07-02\|365.00\|-3.59\|353.00\|399.99\|350.13\|149993;2026-07-03\|330.14\|-9.55\|358.00\|369.91\|319.30\|130286;2026-07-06\|302.80\|-8.28\|335.00\|344.00\|301.06\|133450;2026-07-07\|315.99\|4.36\|290.00\|319.90\|280.59\|150212;2026-07-08\|331.00\|4.75\|313.00\|339.99\|309.00\|152598;2026-07-09\|363.60\|9.85\|344.00\|370.00\|328.60\|140176;2026-07-10\|293.99\|-19.14\|341.00\|352.99\|291.80\|198707;2026-07-13\|245.88\|-16.36\|285.00\|309.78\|237.33\|21694460
112832	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	PCIe5.0量产+AI算力交换芯片+买入评级行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年4月30日年报，公司自主研发的PCIe5.0 104通道高速交换芯片顺利量产，各项性能指标达到商用标准，第四季度已实现数千片出货。 2、公司通过2025年并购数渡科技，正式切入AI算力交换芯片赛道，长期目标是成为中国算力系统交换芯片和解决方案龙头企业。 3、据开源证券2026年6月16日研报，首次覆盖给予“买入”评级，看好公司在PCIe交换芯片领域的国产替代前景及AI互联需求增长。 4、据2026年6月23日公告，公司将于近期召开2025年度暨2026年第一季度业绩说明会。	公司拟投资8.54亿元取得数渡科技62.98%股权，标的PCIe5.0交换芯片有望于2025年底逐步开始批量供货	2026-03-03\|10.95\|-10.02\|12.30\|12.34\|10.95\|996659;2026-03-04\|10.85\|-0.91\|10.77\|11.27\|10.77\|736993;2026-03-05\|10.84\|-0.09\|11.05\|11.15\|10.72\|567154;2026-03-06\|10.88\|0.37\|10.79\|10.99\|10.73\|441721;2026-03-09\|11.06\|1.65\|10.75\|11.15\|10.26\|745822;2026-03-10\|11.06\|0.00\|11.24\|11.45\|10.95\|540015;2026-03-11\|10.86\|-1.81\|11.00\|11.12\|10.83\|382185;2026-03-12\|10.76\|-0.92\|10.88\|11.03\|10.70\|294337;2026-03-13\|10.83\|0.65\|10.75\|11.10\|10.58\|453513;2026-03-16\|10.77\|-0.55\|10.80\|10.81\|10.60\|252838;2026-03-17\|10.56\|-1.95\|10.74\|10.84\|10.55\|281441;2026-03-18\|10.73\|1.61\|10.60\|10.75\|10.53\|291978;2026-03-19\|10.46\|-2.52\|10.60\|10.65\|10.36\|313783;2026-03-20\|10.33\|-1.24\|10.50\|10.66\|10.26\|288183;2026-03-23\|9.84\|-4.74\|10.05\|10.25\|9.72\|472286;2026-03-24\|10.12\|2.85\|9.97\|10.14\|9.78\|312138;2026-03-25\|10.36\|2.37\|10.20\|10.44\|10.14\|341312;2026-03-26\|9.93\|-4.15\|10.40\|10.40\|9.85\|340835;2026-03-27\|9.92\|-0.10\|9.75\|10.02\|9.70\|269653;2026-03-30\|9.83\|-0.91\|9.78\|10.00\|9.71\|346374;2026-03-31\|9.88\|0.51\|9.87\|10.08\|9.77\|326267;2026-04-01\|9.50\|-3.85\|10.07\|10.07\|9.36\|712286;2026-04-02\|9.16\|-3.58\|9.48\|9.48\|9.10\|527813;2026-04-03\|9.17\|0.11\|9.17\|9.40\|9.12\|342600;2026-04-07\|8.92\|-2.73\|9.18\|9.33\|8.91\|447225;2026-04-08\|9.42\|5.61\|9.10\|9.43\|9.06\|626133;2026-04-09\|9.50\|0.85\|9.26\|9.86\|9.17\|615629;2026-04-10\|9.33\|-1.79\|9.65\|9.72\|9.33\|388679;2026-04-13\|9.90\|6.11\|9.23\|10.26\|9.23\|1990480;2026-04-14\|9.67\|-2.32\|9.85\|10.18\|9.60\|1403098;2026-04-15\|9.62\|-0.52\|9.68\|9.98\|9.47\|870187;2026-04-16\|9.70\|0.83\|9.60\|9.78\|9.55\|513205;2026-04-17\|9.69\|-0.10\|9.66\|9.75\|9.60\|397029;2026-04-20\|9.78\|0.93\|9.64\|9.96\|9.56\|475754;2026-04-21\|9.68\|-1.02\|9.80\|9.98\|9.63\|410636;2026-04-22\|9.84\|1.65\|9.61\|9.85\|9.38\|569282;2026-04-23\|10.03\|1.93\|9.83\|10.48\|9.81\|925457;2026-04-24\|9.70\|-3.29\|10.00\|10.26\|9.70\|744076;2026-04-27\|10.67\|10.00\|10.00\|10.67\|9.81\|1273922;2026-04-28\|10.22\|-4.22\|10.66\|10.72\|10.15\|1184026;2026-04-29\|10.25\|0.29\|10.14\|10.40\|10.07\|694892;2026-04-30\|11.28\|10.05\|10.32\|11.28\|10.31\|1639527;2026-05-06\|11.53\|2.22\|11.82\|11.96\|11.40\|2054222;2026-05-07\|12.26\|6.33\|11.65\|12.50\|11.42\|1902895;2026-05-08\|12.27\|0.08\|12.10\|12.65\|12.00\|1145186;2026-05-11\|12.89\|5.05\|12.66\|13.17\|12.44\|1371597;2026-05-12\|13.10\|1.63\|12.89\|13.46\|12.71\|1295484;2026-05-13\|13.14\|0.31\|12.98\|13.30\|12.76\|1106835;2026-05-14\|12.52\|-4.72\|13.42\|13.45\|12.52\|1110593;2026-05-15\|13.31\|6.31\|12.77\|13.77\|12.68\|2166605;2026-05-18\|12.65\|-4.96\|13.00\|13.00\|12.54\|1359908;2026-05-19\|13.92\|10.04\|12.60\|13.92\|12.20\|1506182;2026-05-20\|14.21\|2.08\|14.23\|15.27\|14.00\|2069800;2026-05-21\|15.41\|8.44\|14.70\|15.63\|14.70\|2651557;2026-05-22\|15.69\|1.82\|15.69\|16.38\|14.66\|3263707;2026-05-25\|15.50\|-1.21\|15.70\|15.97\|14.78\|2451789;2026-05-26\|15.04\|-2.97\|15.40\|15.66\|14.15\|2279273;2026-05-27\|15.28\|1.60\|15.10\|16.48\|15.10\|1998093;2026-05-28\|16.81\|10.01\|15.73\|16.81\|15.55\|2507836;2026-05-29\|16.17\|-3.81\|17.47\|17.70\|16.01\|2323886;2026-06-01\|15.84\|-2.04\|16.00\|16.47\|15.47\|1709329;2026-06-02\|15.62\|-1.39\|16.18\|16.30\|15.00\|1483898;2026-06-03\|17.15\|9.80\|16.50\|17.18\|16.01\|2888291;2026-06-04\|18.87\|10.03\|16.50\|18.87\|16.40\|1509259;2026-06-05\|17.39\|-7.84\|18.30\|18.77\|17.20\|3084360;2026-06-08\|16.45\|-5.41\|16.05\|17.61\|16.05\|1661082;2026-06-09\|16.75\|1.82\|16.90\|17.12\|15.85\|1814921;2026-06-10\|16.63\|-0.72\|16.50\|17.09\|15.68\|1376965;2026-06-11\|17.14\|3.07\|16.44\|18.06\|16.38\|1447181;2026-06-12\|16.07\|-6.24\|17.50\|17.79\|16.00\|1742054;2026-06-15\|17.33\|7.84\|16.05\|17.55\|15.71\|1680283;2026-06-16\|16.78\|-3.17\|17.14\|17.67\|16.72\|1227514;2026-06-17\|17.61\|4.95\|16.88\|17.84\|16.46\|1492010;2026-06-18\|18.65\|5.91\|17.61\|19.36\|17.45\|1923824;2026-06-22\|17.59\|-5.68\|19.00\|19.25\|16.79\|2250101;2026-06-23\|17.39\|-1.14\|17.28\|17.86\|17.08\|1075942;2026-06-24\|19.13\|10.01\|17.40\|19.13\|16.51\|2109773;2026-06-25\|19.71\|3.03\|19.50\|20.22\|18.62\|2056893;2026-06-26\|19.97\|1.32\|19.68\|20.60\|19.37\|1751181;2026-06-29\|18.47\|-7.51\|20.50\|21.32\|17.97\|1982227;2026-06-30\|19.00\|2.87\|18.20\|19.40\|17.80\|1344148;2026-07-01\|17.81\|-6.26\|18.87\|19.38\|17.60\|1778021;2026-07-02\|16.40\|-7.92\|16.94\|17.80\|16.33\|1553812;2026-07-03\|15.37\|-6.28\|16.01\|16.69\|15.35\|1435714;2026-07-06\|16.91\|10.02\|15.80\|16.91\|15.50\|1295126;2026-07-07\|18.60\|9.99\|16.88\|18.60\|16.50\|2533021;2026-07-08\|19.50\|4.84\|18.88\|20.39\|18.36\|2563189;2026-07-09\|20.79\|6.62\|19.36\|21.12\|19.21\|2006712;2026-07-10\|19.80\|-4.76\|20.30\|21.31\|19.80\|1775665;2026-07-13\|19.83\|0.15\|19.29\|21.29\|19.27\|1883689
112831	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	重大资产重组+存储芯片+电子元器件分销行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年6月9日公告，公司披露重组报告书草案，拟以发行股份及支付现金方式购买上海肖克利100%股份，交易作价8.97亿元，扩大电子元器件分销业务规模。 2、据2026年3月31日年报，公司依托2024年底获取的长江存储代理权，重点加大存储芯片供应体量，综合类芯片和存储芯片已成为分销业务营收增长的重要驱动力；据2026年5月27日互动易，公司确认已取得长江存储代理资质。 3、据2026年3月31日年报，公司主营业务为电子元器件分销和集成电路芯片的研发、设计和销售，产品覆盖射频芯片、存储芯片、被动元件等，应用领域包括手机、智能设备等。	公司依托2024年底取得的长江存储代理权，2025年存储芯片及综合类芯片分销收入同比增16.17%，成为分销业务核心驱动力	2026-03-03\|7.68\|-6.46\|8.21\|8.25\|7.67\|481872;2026-03-04\|7.74\|0.78\|7.54\|7.86\|7.51\|290964;2026-03-05\|8.07\|4.26\|7.89\|8.47\|7.89\|553151;2026-03-06\|8.11\|0.50\|7.96\|8.12\|7.90\|269286;2026-03-09\|8.07\|-0.49\|7.93\|8.10\|7.80\|273988;2026-03-10\|8.22\|1.86\|8.15\|8.28\|8.13\|248149;2026-03-11\|8.06\|-1.95\|8.22\|8.22\|8.04\|236132;2026-03-12\|7.95\|-1.36\|8.03\|8.11\|7.90\|176776;2026-03-13\|7.86\|-1.13\|7.89\|8.05\|7.85\|159415;2026-03-16\|8.17\|3.94\|7.87\|8.17\|7.84\|374434;2026-03-17\|7.98\|-2.33\|8.22\|8.22\|7.95\|281041;2026-03-18\|8.30\|4.01\|8.04\|8.30\|8.01\|495624;2026-03-19\|8.03\|-3.25\|8.17\|8.20\|8.00\|386778;2026-03-20\|8.83\|9.96\|8.05\|8.83\|7.91\|1990845;2026-03-23\|8.44\|-4.42\|8.37\|8.63\|8.31\|1313250;2026-03-24\|8.78\|4.03\|8.56\|8.79\|8.45\|1247159;2026-03-25\|8.84\|0.68\|8.72\|9.00\|8.64\|1254454;2026-03-26\|9.24\|4.52\|8.67\|9.69\|8.56\|1642959;2026-03-27\|8.98\|-2.81\|8.90\|9.05\|8.71\|1083897;2026-03-30\|8.81\|-1.89\|8.75\|8.99\|8.36\|944302;2026-03-31\|8.76\|-0.57\|8.65\|9.06\|8.44\|933960;2026-04-01\|8.64\|-1.37\|8.98\|9.03\|8.57\|796589;2026-04-02\|7.80\|-9.72\|8.52\|8.55\|7.78\|1028217;2026-04-03\|7.11\|-8.85\|7.77\|7.81\|7.11\|780767;2026-04-07\|7.39\|3.94\|7.08\|7.70\|7.02\|535933;2026-04-08\|7.63\|3.25\|7.52\|7.65\|7.39\|584649;2026-04-09\|7.41\|-2.88\|7.50\|7.52\|7.35\|451376;2026-04-10\|8.15\|9.99\|7.48\|8.15\|7.48\|792665;2026-04-13\|8.21\|0.74\|8.09\|8.30\|7.98\|1167351;2026-04-14\|8.33\|1.46\|8.23\|8.43\|8.20\|871848;2026-04-15\|8.00\|-3.96\|8.34\|8.36\|7.97\|703753;2026-04-16\|8.12\|1.50\|8.06\|8.14\|7.88\|471826;2026-04-17\|8.07\|-0.62\|8.12\|8.17\|8.02\|339692;2026-04-20\|8.05\|-0.25\|8.09\|8.12\|8.03\|370883;2026-04-21\|7.81\|-2.98\|7.97\|7.98\|7.69\|465939;2026-04-22\|7.85\|0.51\|7.81\|7.86\|7.70\|304692;2026-04-23\|7.53\|-4.08\|7.95\|7.98\|7.50\|408284;2026-04-24\|7.50\|-0.40\|7.56\|7.66\|7.40\|274051;2026-04-27\|7.64\|1.87\|7.50\|7.65\|7.50\|330782;2026-04-28\|7.34\|-3.93\|7.57\|7.58\|7.32\|311219;2026-04-29\|7.40\|0.82\|7.29\|7.46\|7.28\|238173;2026-04-30\|7.57\|2.30\|7.50\|7.63\|7.38\|343970;2026-05-06\|7.79\|2.91\|7.80\|7.94\|7.76\|498122;2026-05-07\|8.20\|5.26\|7.95\|8.51\|7.80\|878888;2026-05-08\|8.06\|-1.71\|8.01\|8.09\|7.91\|531675;2026-05-11\|8.19\|1.61\|8.22\|8.29\|8.13\|580182;2026-05-12\|8.03\|-1.95\|8.17\|8.17\|7.96\|419133;2026-05-13\|8.26\|2.86\|7.91\|8.28\|7.84\|555970;2026-05-14\|8.27\|0.12\|8.28\|8.60\|8.04\|823415;2026-05-15\|8.20\|-0.85\|8.17\|8.40\|8.11\|560723;2026-05-18\|8.19\|-0.12\|8.15\|8.37\|8.05\|423890;2026-05-19\|8.34\|1.83\|8.19\|8.35\|8.02\|470948;2026-05-20\|8.73\|4.68\|8.39\|8.82\|8.36\|1046920;2026-05-21\|8.09\|-7.33\|8.68\|8.68\|8.08\|835440;2026-05-22\|8.90\|10.01\|8.09\|8.90\|8.01\|1339650;2026-05-25\|9.25\|3.93\|9.11\|9.79\|9.01\|1865796;2026-05-26\|9.95\|7.57\|9.24\|10.18\|8.98\|1776755;2026-05-27\|9.16\|-7.94\|9.72\|9.72\|9.15\|1335026;2026-05-28\|9.67\|5.57\|9.16\|9.88\|8.92\|1186223;2026-05-29\|8.70\|-10.03\|9.50\|9.50\|8.70\|1016707;2026-06-01\|8.50\|-2.30\|8.48\|8.84\|8.40\|622034;2026-06-02\|8.70\|2.35\|8.48\|8.83\|8.24\|712247;2026-06-03\|8.79\|1.03\|8.61\|8.95\|8.56\|804404;2026-06-04\|9.67\|10.01\|8.52\|9.67\|8.46\|991182;2026-06-05\|9.42\|-2.59\|9.63\|9.85\|9.35\|1398299;2026-06-08\|9.13\|-3.08\|9.12\|9.57\|8.94\|892157;2026-06-09\|10.04\|9.97\|9.78\|10.04\|9.09\|1821016;2026-06-10\|9.69\|-3.49\|10.18\|10.37\|9.61\|1543199;2026-06-11\|9.42\|-2.79\|9.55\|9.79\|9.22\|983648;2026-06-12\|8.63\|-8.39\|9.62\|9.75\|8.55\|1370879;2026-06-15\|9.04\|4.75\|8.76\|9.28\|8.73\|1070985;2026-06-16\|9.15\|1.22\|9.05\|9.27\|8.70\|1036092;2026-06-17\|9.21\|0.66\|8.92\|9.32\|8.89\|971299;2026-06-18\|8.79\|-4.56\|9.15\|9.69\|8.70\|1135462;2026-06-22\|8.08\|-8.08\|8.80\|8.91\|7.91\|1154572;2026-06-23\|8.01\|-0.87\|7.90\|8.23\|7.71\|666306;2026-06-24\|7.77\|-3.00\|7.89\|7.96\|7.50\|619050;2026-06-25\|8.14\|4.76\|7.95\|8.22\|7.60\|781030;2026-06-26\|7.60\|-6.63\|7.90\|7.90\|7.60\|567692;2026-06-29\|7.12\|-6.32\|7.60\|7.62\|7.07\|558273;2026-06-30\|7.59\|6.60\|7.12\|7.67\|7.06\|657715;2026-07-01\|7.54\|-0.66\|7.62\|7.66\|7.36\|514003;2026-07-02\|7.36\|-2.39\|7.42\|7.69\|7.22\|463680;2026-07-03\|7.35\|-0.14\|7.35\|7.48\|7.21\|356536;2026-07-06\|7.23\|-1.63\|7.43\|7.49\|7.22\|337148;2026-07-07\|7.07\|-2.21\|7.16\|7.23\|7.03\|324607;2026-07-08\|6.67\|-5.66\|7.03\|7.07\|6.62\|398372;2026-07-09\|7.01\|5.10\|6.75\|7.05\|6.61\|419362;2026-07-10\|7.11\|1.43\|6.95\|7.34\|6.91\|461600;2026-07-13\|6.49\|-8.72\|6.98\|7.03\|6.42\|406696
112830	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	六氟化钨+电子特气+氟化工行业原因： 1、据上海证券报7月2日报道，制冷剂R22均价单周拉涨逾2000元/吨，盛夏旺季叠加海外供给紧缺，国内氟化工迎来量价齐升窗口。 2、华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据上海证券报2026年7月1日报道，日本两大核心供应商永久停产六氟化钨产线，导致全球出现约2000吨/年的刚性缺口，5N级产品月均价触及1760元/千克，同比涨幅超236%；据2026年6月26日互动易，公司六氟化钨产品在宜昌电子特气及硅基功能性材料产业园生产，规划产能500吨，已建成正在试生产。 2、据2026年6月15日异常波动公告，公司被市场列为“电子特气”热门概念股，但公司澄清电子级六氟化钨等产品尚处于试生产阶段，尚未取得下游认证，预计2-3年内不会对经营业绩产生重大影响。 3、据2025年6月12日互动易及2026年4月16日年报，公司主营大宗气体、电子特气及电子化学品等，在宜昌产业园已规划的氟基产品包括高纯三氟化氮、六氟化钨、六氟丁二烯等电子特气。	公司给长江存储、烽火科技、华星光电等光通信、半导体企业直接或间接供应氢气、氧气、氮气和氩气	2026-03-03\|33.90\|0.44\|34.08\|34.68\|32.95\|87557;2026-03-04\|32.50\|-4.13\|33.57\|34.38\|32.40\|69852;2026-03-05\|32.73\|0.71\|32.91\|33.42\|32.58\|36177;2026-03-06\|33.17\|1.34\|32.52\|33.48\|32.20\|33025;2026-03-09\|32.40\|-2.32\|32.80\|32.94\|31.02\|55053;2026-03-10\|31.90\|-1.54\|32.30\|32.64\|31.60\|31096;2026-03-11\|31.39\|-1.60\|31.98\|32.38\|31.23\|39731;2026-03-12\|31.71\|1.02\|31.37\|32.25\|30.85\|54584;2026-03-13\|31.48\|-0.73\|32.25\|32.33\|30.92\|69836;2026-03-16\|30.90\|-1.84\|31.09\|31.83\|30.05\|52548;2026-03-17\|29.94\|-3.11\|30.90\|30.92\|29.68\|46852;2026-03-18\|30.02\|0.27\|29.80\|30.06\|29.30\|31383;2026-03-19\|29.50\|-1.73\|29.80\|30.37\|29.38\|42386;2026-03-20\|28.61\|-3.02\|29.40\|29.80\|28.50\|40186;2026-03-23\|27.80\|-2.83\|27.98\|29.70\|27.20\|57579;2026-03-24\|28.20\|1.44\|27.99\|28.30\|27.31\|55292;2026-03-25\|28.91\|2.52\|28.14\|29.27\|28.02\|36356;2026-03-26\|28.76\|-0.52\|28.92\|29.39\|28.58\|20072;2026-03-27\|29.56\|2.78\|28.53\|29.98\|28.50\|35801;2026-03-30\|29.48\|-0.27\|29.58\|30.10\|29.17\|33750;2026-03-31\|28.27\|-4.10\|29.36\|29.38\|28.18\|36230;2026-04-01\|28.66\|1.38\|28.50\|28.79\|28.38\|24740;2026-04-02\|28.40\|-0.91\|28.51\|28.97\|28.24\|15744;2026-04-03\|29.31\|3.20\|28.94\|29.89\|28.51\|47249;2026-04-07\|30.25\|3.21\|29.48\|30.35\|28.92\|56748;2026-04-08\|30.61\|1.19\|29.21\|30.74\|28.91\|65908;2026-04-09\|30.61\|0.00\|30.52\|31.55\|30.20\|58330;2026-04-10\|31.03\|1.37\|30.66\|31.70\|30.56\|47795;2026-04-13\|30.25\|-2.51\|31.14\|31.17\|29.96\|39669;2026-04-14\|30.39\|0.46\|30.11\|30.75\|29.87\|40988;2026-04-15\|29.60\|-2.60\|31.00\|31.11\|29.40\|40365;2026-04-16\|30.03\|1.45\|29.55\|30.33\|29.23\|26409;2026-04-17\|29.80\|-0.77\|29.98\|30.02\|29.50\|21842;2026-04-20\|30.05\|0.84\|29.99\|30.30\|29.41\|34404;2026-04-21\|31.06\|3.36\|30.05\|31.68\|29.70\|75769;2026-04-22\|30.80\|-0.84\|30.99\|31.44\|30.25\|49508;2026-04-23\|33.88\|10.00\|30.81\|33.88\|30.63\|155909;2026-04-24\|33.30\|-1.71\|33.12\|35.05\|32.12\|202742;2026-04-27\|33.05\|-0.75\|33.25\|35.00\|33.00\|139053;2026-04-28\|33.81\|2.30\|33.27\|34.06\|32.10\|133696;2026-04-29\|32.38\|-4.23\|32.55\|32.90\|31.84\|108353;2026-04-30\|31.74\|-1.98\|32.32\|33.19\|31.35\|84037;2026-05-06\|32.00\|0.82\|31.67\|32.19\|31.40\|78902;2026-05-07\|31.36\|-2.00\|31.72\|31.88\|30.87\|87929;2026-05-08\|31.15\|-0.67\|31.20\|31.58\|30.78\|46713;2026-05-11\|34.27\|10.02\|31.16\|34.27\|31.16\|140188;2026-05-12\|33.12\|-3.36\|34.61\|35.40\|32.93\|143217;2026-05-13\|34.05\|2.81\|33.22\|34.89\|32.80\|124392;2026-05-14\|37.46\|10.01\|35.00\|37.46\|34.51\|164226;2026-05-15\|41.21\|10.01\|36.79\|41.21\|34.80\|319609;2026-05-18\|40.63\|-1.41\|41.00\|45.33\|38.88\|356899;2026-05-19\|38.52\|-5.19\|37.93\|40.54\|37.93\|273354;2026-05-20\|37.80\|-1.87\|39.21\|39.70\|37.30\|212924;2026-05-21\|34.70\|-8.20\|37.75\|38.04\|34.48\|183724;2026-05-22\|33.94\|-2.19\|34.59\|35.03\|33.70\|128284;2026-05-25\|32.54\|-4.12\|33.94\|34.00\|32.32\|134540;2026-05-26\|31.90\|-1.97\|32.08\|33.22\|30.93\|109527;2026-05-27\|35.09\|10.00\|31.89\|35.09\|31.66\|126880;2026-05-28\|33.82\|-3.62\|35.08\|35.08\|33.56\|125246;2026-05-29\|34.75\|2.75\|34.46\|36.38\|34.05\|192635;2026-06-01\|34.58\|-0.49\|34.82\|36.14\|34.47\|137340;2026-06-02\|34.16\|-1.21\|34.10\|34.86\|32.60\|121054;2026-06-03\|33.99\|-0.50\|33.80\|34.50\|33.44\|101217;2026-06-04\|37.39\|10.00\|34.34\|37.39\|34.31\|156017;2026-06-05\|39.30\|5.11\|38.61\|40.69\|38.50\|277237;2026-06-08\|39.63\|0.84\|38.90\|41.17\|38.11\|267055;2026-06-09\|43.59\|9.99\|40.95\|43.59\|40.41\|332886;2026-06-10\|47.95\|10.00\|47.95\|47.95\|47.94\|74342;2026-06-11\|52.75\|10.01\|52.75\|52.75\|49.04\|237992;2026-06-12\|58.03\|10.01\|55.00\|58.03\|54.40\|577691;2026-06-15\|56.78\|-2.15\|55.76\|59.90\|52.23\|440164;2026-06-16\|59.24\|4.33\|56.86\|62.40\|56.86\|443128;2026-06-17\|61.25\|3.39\|56.24\|63.38\|55.90\|394765;2026-06-18\|67.38\|10.01\|60.85\|67.38\|59.19\|294224;2026-06-22\|72.78\|8.01\|71.99\|73.25\|69.50\|293315;2026-06-23\|73.00\|0.30\|70.58\|73.99\|66.93\|267765;2026-06-24\|71.30\|-2.33\|72.86\|75.72\|68.00\|248076;2026-06-25\|69.68\|-2.27\|69.94\|71.90\|66.61\|258223;2026-06-26\|66.10\|-5.14\|71.59\|71.88\|62.71\|280688;2026-06-29\|68.87\|4.19\|67.14\|70.99\|60.01\|321132;2026-06-30\|62.00\|-9.98\|65.00\|65.43\|61.98\|293685;2026-07-01\|68.20\|10.00\|63.24\|68.20\|62.18\|331683;2026-07-02\|75.02\|10.00\|68.00\|75.02\|67.01\|236758;2026-07-03\|71.54\|-4.58\|73.73\|78.88\|69.00\|358035;2026-07-06\|64.39\|-9.99\|69.14\|73.03\|64.39\|248552;2026-07-07\|60.94\|-5.36\|61.36\|64.51\|58.58\|259334;2026-07-08\|57.33\|-5.92\|60.00\|61.58\|56.61\|189401;2026-07-09\|58.76\|2.49\|59.70\|60.66\|56.00\|186014;2026-07-10\|53.49\|-8.97\|58.50\|59.30\|53.41\|213715;2026-07-13\|48.14\|-10.00\|53.34\|55.90\|48.14\|230888
112829		铜缆高速连接+224G连接器+液冷散热+可转债获批行业原因：英伟达首席执行官黄仁勋表示，未来5到10年，仍将大量使用铜缆，同时也会使用海量的光器件。公司原因： 1、据2026年5月7日投资者关系活动记录表，公司112G高速连接器满产运行，224G产品已批量供货，AI算力相关订单需求持续饱和。 2、据2026年5月7日投资者关系活动记录表，液冷组件实现小批量交付，成为新业务增长点，224G液冷散热器已通过客户认证，处于批量交付前最后准备阶段；公司已追加至3条新液冷产线，将于二、三季度陆续投产。 3、2026年一季度营收4.57亿元，同比增长20.78%，归母净利润8032.74万元，同比增长51.86%。 4、据2026年5月9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。	1、公司高速通讯连接器零组件业务收入占比约为70%-75%，主要供给安费诺、莫仕和泰科等世界知名连接器企业； 2、目前公司液冷产线已有2条正在运行中，另外根据市场需求及客户预测等信息，对于液冷产品今年共规划5条产线，目前正在有序地进行扩产中	2026-03-03\|145.50\|-5.50\|155.00\|156.88\|145.50\|67500;2026-03-04\|146.67\|0.80\|140.00\|149.06\|139.99\|44039;2026-03-05\|147.18\|0.35\|149.22\|153.00\|145.00\|44021;2026-03-06\|146.00\|-0.80\|146.99\|148.52\|142.50\|36958;2026-03-09\|139.76\|-4.27\|137.94\|140.79\|131.56\|53611;2026-03-10\|149.26\|6.80\|144.50\|150.48\|142.00\|52321;2026-03-11\|144.90\|-2.92\|149.60\|153.45\|143.50\|62264;2026-03-12\|139.30\|-3.86\|143.66\|145.99\|136.10\|58464;2026-03-13\|134.06\|-3.76\|138.08\|142.00\|133.55\|66899;2026-03-16\|145.51\|8.54\|135.08\|146.98\|135.00\|73364;2026-03-17\|137.39\|-5.58\|147.04\|149.85\|137.10\|50286;2026-03-18\|141.86\|3.25\|139.00\|143.95\|137.50\|38800;2026-03-19\|143.27\|0.99\|137.52\|152.58\|137.08\|71693;2026-03-20\|151.08\|5.45\|148.15\|158.88\|146.13\|111165;2026-03-23\|132.61\|-12.23\|145.55\|147.80\|130.10\|99973;2026-03-24\|133.97\|1.03\|135.60\|136.36\|126.06\|58650;2026-03-25\|136.60\|1.96\|135.99\|140.52\|133.89\|64294;2026-03-26\|132.16\|-3.25\|136.50\|139.88\|131.59\|45830;2026-03-27\|129.78\|-1.80\|129.50\|131.89\|125.05\|61918;2026-03-30\|130.65\|0.67\|128.00\|132.36\|127.81\|38455;2026-03-31\|125.90\|-3.64\|128.90\|130.80\|124.11\|42409;2026-04-01\|149.19\|18.50\|131.88\|150.95\|130.11\|131055;2026-04-02\|146.28\|-1.95\|147.07\|150.86\|144.00\|79466;2026-04-03\|151.70\|3.71\|147.80\|158.20\|146.99\|82905;2026-04-07\|147.98\|-2.45\|153.99\|153.99\|146.00\|61279;2026-04-08\|165.72\|11.99\|153.37\|166.59\|151.38\|99445;2026-04-09\|164.27\|-0.88\|165.00\|167.27\|162.96\|58244;2026-04-10\|165.76\|0.91\|167.19\|171.43\|161.28\|74267;2026-04-13\|161.05\|-2.84\|164.76\|168.00\|159.06\|56854;2026-04-14\|171.20\|6.30\|162.87\|171.68\|161.06\|80103;2026-04-15\|172.69\|0.87\|171.00\|179.15\|169.00\|73264;2026-04-16\|207.23\|20.00\|179.00\|207.23\|176.50\|131729;2026-04-17\|212.00\|2.30\|215.00\|218.58\|204.00\|105358;2026-04-20\|211.19\|-0.38\|212.09\|214.13\|204.10\|83539;2026-04-21\|223.00\|5.59\|202.87\|226.50\|202.87\|86013;2026-04-22\|228.00\|2.24\|220.51\|230.00\|215.98\|70885;2026-04-23\|235.37\|3.23\|223.97\|248.00\|223.97\|77336;2026-04-24\|239.00\|1.54\|234.08\|240.00\|225.00\|79413;2026-04-27\|235.81\|-1.33\|232.97\|239.82\|226.00\|54614;2026-04-28\|223.38\|-5.27\|236.08\|236.52\|221.74\|52973;2026-04-29\|219.05\|-1.94\|226.92\|228.00\|217.05\|47701;2026-04-30\|220.00\|0.43\|219.07\|233.00\|219.07\|34726;2026-05-06\|217.54\|-1.12\|224.61\|227.45\|215.80\|60444;2026-05-07\|224.00\|2.97\|219.00\|225.80\|209.99\|60801;2026-05-08\|224.00\|0.00\|224.00\|228.58\|218.10\|55660;2026-05-11\|230.50\|2.90\|224.00\|236.89\|217.00\|80044;2026-05-12\|252.00\|9.33\|231.71\|255.85\|228.00\|93778;2026-05-13\|252.47\|0.19\|246.96\|258.50\|238.02\|69897;2026-05-14\|244.00\|-3.35\|253.00\|264.63\|244.00\|60252;2026-05-15\|245.98\|0.81\|244.00\|255.01\|235.00\|54799;2026-05-18\|283.60\|15.29\|238.00\|283.80\|238.00\|84742;2026-05-19\|279.98\|-1.28\|281.00\|291.98\|274.00\|55567;2026-05-20\|283.88\|1.39\|279.90\|284.33\|269.81\|45042;2026-05-21\|260.00\|-8.41\|285.04\|288.95\|257.68\|62562;2026-05-22\|273.00\|5.00\|270.00\|286.00\|262.60\|65817;2026-05-25\|280.38\|2.70\|276.05\|288.86\|273.54\|52046;2026-05-26\|282.00\|0.72\|274.50\|287.79\|269.33\|45703;2026-05-27\|287.50\|1.95\|285.38\|301.68\|271.59\|59867;2026-05-28\|303.75\|5.65\|288.12\|312.88\|284.01\|68603;2026-05-29\|289.93\|-4.55\|308.45\|328.28\|285.62\|63775;2026-06-01\|266.09\|-8.22\|290.11\|292.66\|264.12\|56043;2026-06-02\|289.74\|8.89\|271.41\|293.84\|271.00\|48921;2026-06-03\|302.00\|4.23\|293.78\|307.78\|286.24\|52718;2026-06-04\|362.40\|20.00\|295.00\|362.40\|295.00\|69320;2026-06-05\|395.97\|9.26\|386.84\|428.00\|380.52\|95312;2026-06-08\|391.78\|-1.06\|385.23\|410.99\|373.00\|87118;2026-06-09\|426.71\|8.92\|407.16\|433.88\|388.91\|79083;2026-06-10\|416.01\|-2.51\|412.00\|440.00\|404.30\|51336;2026-06-11\|410.88\|-1.23\|413.00\|438.88\|400.00\|45629;2026-06-12\|423.23\|3.01\|424.50\|433.18\|405.00\|62657;2026-06-15\|432.00\|2.07\|408.42\|433.97\|388.00\|63877;2026-06-16\|400.08\|-7.39\|430.00\|430.00\|396.52\|83534;2026-06-17\|408.30\|2.05\|390.00\|410.30\|388.20\|55887;2026-06-18\|429.86\|5.28\|398.00\|434.30\|398.00\|47814;2026-06-22\|406.07\|-5.53\|434.00\|444.00\|391.09\|67281;2026-06-23\|394.85\|-2.76\|430.00\|434.00\|389.00\|48370;2026-06-24\|393.00\|-0.47\|384.00\|399.89\|384.00\|38900;2026-06-25\|401.91\|2.27\|405.00\|419.80\|391.51\|47998;2026-06-26\|376.01\|-6.44\|400.55\|401.96\|363.36\|66075;2026-06-29\|364.51\|-3.06\|373.00\|379.00\|340.00\|66768;2026-06-30\|373.30\|2.41\|364.65\|380.20\|355.58\|49358;2026-07-01\|358.28\|-4.02\|374.00\|381.62\|352.61\|63379;2026-07-02\|321.04\|-10.39\|337.00\|345.64\|318.50\|62475;2026-07-03\|322.83\|0.56\|324.26\|338.00\|317.60\|45227;2026-07-06\|322.30\|-0.16\|325.13\|343.99\|319.87\|50051;2026-07-07\|331.17\|2.75\|322.00\|343.00\|321.68\|45929;2026-07-08\|324.42\|-2.04\|337.79\|347.00\|323.20\|45758;2026-07-09\|341.69\|5.32\|337.74\|341.80\|316.33\|43544;2026-07-10\|332.61\|-2.66\|351.08\|366.18\|331.00\|47996;2026-07-13\|321.69\|-3.28\|330.99\|347.66\|319.50\|3700226
112828		AI液冷散热+高速连接器+扭亏为盈行业原因：英伟达首席执行官黄仁勋表示，未来5到10年，仍将大量使用铜缆，同时也会使用海量的光器件。公司原因： 1、据2026年5月1日投资者关系活动记录，公司液冷Cage今年有较明显进展，适配液冷方案的Cage已有出货，Cage+液冷一体化方案在推进中，几家连接器大厂预期指引均很高；据2026年4月29日年报，公司液冷业务实现突破性进展，已成功进入全球顶级AI算力平台供应链，产品已批量应用于高性能AI数据中心集群。 2、据2026年5月1日投资者关系活动记录，公司现阶段接到的新项目以112G/224G为主，112G以上高端产品占比已超过50%，毛利率显著高于传统产品；马来西亚基地2026年全面投产，且新增光模块Cage产线，已获得海外连接器大厂的光模块Cage订单。 3、据2026年4月29日披露的一季报，公司2026年一季度营收6.09亿元，同比增长38.30%；归母净利润948.99万元，同比实现扭亏为盈。	1、公司OSFP112G、OSFP-XD224G等高速通讯连接器及光模块CAGE组件大批量交货，切入共封装光学CPO赛道； 2、公司的高速连接器及相关产品终端应用于服务器、数据中心、通讯基站等领域； 3、公司针对GPU服务器与AI数据中心的高热密度场景，研发液冷散热结构件及模组产品	2026-03-03\|57.84\|-5.41\|61.50\|61.73\|57.51\|85044;2026-03-04\|57.85\|0.02\|56.55\|59.36\|56.55\|47724;2026-03-05\|57.24\|-1.05\|59.30\|60.31\|56.60\|67130;2026-03-06\|57.26\|0.03\|56.71\|58.49\|56.70\|50327;2026-03-09\|56.32\|-1.64\|55.60\|56.65\|53.40\|59606;2026-03-10\|58.95\|4.67\|57.39\|59.35\|57.24\|66314;2026-03-11\|58.26\|-1.17\|58.80\|60.45\|57.95\|60654;2026-03-12\|56.62\|-2.81\|58.09\|58.92\|56.00\|49009;2026-03-13\|56.52\|-0.18\|56.16\|57.54\|55.43\|37425;2026-03-16\|60.02\|6.19\|56.50\|60.14\|55.36\|80898;2026-03-17\|55.10\|-8.20\|59.76\|59.98\|54.95\|85642;2026-03-18\|56.89\|3.25\|56.80\|57.35\|54.89\|55667;2026-03-19\|55.08\|-3.18\|55.69\|56.38\|54.60\|43580;2026-03-20\|53.50\|-2.87\|55.50\|56.65\|53.40\|50998;2026-03-23\|49.64\|-7.21\|52.00\|53.04\|49.30\|60916;2026-03-24\|50.92\|2.58\|50.66\|51.23\|48.88\|41546;2026-03-25\|52.25\|2.61\|51.17\|53.29\|51.17\|41746;2026-03-26\|50.95\|-2.49\|51.81\|52.50\|50.62\|29741;2026-03-27\|51.42\|0.92\|50.09\|51.85\|49.58\|30373;2026-03-30\|51.67\|0.49\|50.78\|52.32\|50.40\|25755;2026-03-31\|50.63\|-2.01\|51.20\|52.38\|50.50\|27100;2026-04-01\|52.45\|3.59\|52.00\|52.65\|51.53\|43677;2026-04-02\|50.94\|-2.88\|52.11\|52.45\|50.60\|32830;2026-04-03\|53.00\|4.04\|51.51\|53.97\|50.92\|80154;2026-04-07\|55.03\|3.83\|52.80\|55.92\|52.14\|91914;2026-04-08\|59.41\|7.96\|55.90\|59.80\|55.05\|139296;2026-04-09\|65.20\|9.75\|60.17\|69.67\|59.90\|283041;2026-04-10\|64.70\|-0.77\|64.97\|66.55\|63.29\|188855;2026-04-13\|63.78\|-1.42\|63.75\|65.60\|62.91\|104705;2026-04-14\|63.85\|0.11\|63.79\|64.50\|62.66\|119161;2026-04-15\|62.35\|-2.35\|64.78\|65.29\|62.00\|105851;2026-04-16\|69.61\|11.64\|63.63\|70.00\|62.42\|226370;2026-04-17\|68.53\|-1.55\|68.41\|70.84\|66.70\|142134;2026-04-20\|66.53\|-2.92\|68.71\|70.49\|65.84\|175848;2026-04-21\|64.66\|-2.81\|63.29\|66.29\|62.77\|116123;2026-04-22\|66.30\|2.54\|63.52\|66.55\|63.52\|101906;2026-04-23\|67.81\|2.28\|66.00\|68.50\|63.35\|142944;2026-04-24\|64.70\|-4.59\|66.12\|67.35\|64.31\|93695;2026-04-27\|64.40\|-0.46\|64.70\|66.87\|63.92\|78600;2026-04-28\|63.00\|-2.17\|64.22\|64.91\|62.58\|66486;2026-04-29\|66.24\|5.14\|64.68\|69.28\|63.70\|149944;2026-04-30\|67.28\|1.57\|66.20\|68.16\|63.87\|112402;2026-05-06\|67.93\|0.97\|69.38\|69.95\|67.65\|134763;2026-05-07\|71.31\|4.98\|67.80\|71.31\|67.41\|199268;2026-05-08\|70.17\|-1.60\|69.50\|71.25\|68.58\|133725;2026-05-11\|71.90\|2.47\|70.20\|72.98\|68.22\|174512;2026-05-12\|75.65\|5.22\|71.90\|76.12\|70.16\|201056;2026-05-13\|77.36\|2.26\|75.20\|78.23\|73.96\|191037;2026-05-14\|71.90\|-7.06\|76.67\|78.80\|71.88\|149089;2026-05-15\|73.05\|1.60\|72.73\|75.48\|71.92\|111992;2026-05-18\|78.32\|7.21\|71.52\|79.87\|70.80\|167424;2026-05-19\|76.92\|-1.79\|78.00\|79.97\|75.00\|113329;2026-05-20\|76.36\|-0.73\|76.92\|78.20\|73.51\|102028;2026-05-21\|73.60\|-3.61\|77.63\|81.00\|73.50\|143734;2026-05-22\|82.70\|12.36\|75.42\|82.70\|73.66\|173879;2026-05-25\|81.40\|-1.57\|81.88\|84.56\|80.00\|113475;2026-05-26\|77.00\|-5.41\|80.63\|82.99\|75.30\|118439;2026-05-27\|79.50\|3.25\|80.00\|84.77\|77.01\|184897;2026-05-28\|95.40\|20.00\|78.00\|95.40\|78.00\|212764;2026-05-29\|88.28\|-7.46\|101.00\|101.12\|87.13\|202679;2026-06-01\|88.75\|0.53\|88.04\|93.58\|85.68\|166541;2026-06-02\|92.07\|3.74\|88.28\|93.30\|87.03\|190348;2026-06-03\|88.99\|-3.35\|92.01\|95.18\|85.16\|224777;2026-06-04\|106.79\|20.00\|86.36\|106.79\|86.36\|255299;2026-06-05\|109.60\|2.63\|109.92\|120.15\|108.00\|272287;2026-06-08\|97.86\|-10.71\|105.00\|108.80\|96.20\|202689;2026-06-09\|103.00\|5.25\|99.00\|105.20\|96.00\|211578;2026-06-10\|95.55\|-7.23\|100.00\|102.88\|93.41\|153606;2026-06-11\|97.43\|1.97\|94.35\|103.45\|93.97\|153174;2026-06-12\|93.38\|-4.16\|102.00\|103.48\|93.08\|135474;2026-06-15\|102.85\|10.14\|95.26\|103.25\|94.00\|158025;2026-06-16\|111.78\|8.68\|102.98\|114.30\|102.00\|193071;2026-06-17\|114.87\|2.76\|108.50\|117.32\|108.20\|169390;2026-06-18\|125.00\|8.82\|116.86\|129.39\|115.00\|149407;2026-06-22\|119.55\|-4.36\|123.88\|124.00\|114.44\|146650;2026-06-23\|112.48\|-5.91\|125.00\|128.00\|110.01\|139279;2026-06-24\|121.33\|7.87\|113.66\|122.00\|110.88\|135199;2026-06-25\|128.99\|6.31\|122.89\|132.77\|119.02\|144694;2026-06-26\|118.61\|-8.05\|125.00\|128.00\|118.27\|113152;2026-06-29\|108.39\|-8.62\|118.20\|121.00\|104.00\|139128;2026-06-30\|120.72\|11.38\|108.39\|121.70\|106.00\|116263;2026-07-01\|114.51\|-5.14\|119.22\|121.74\|112.05\|97173;2026-07-02\|105.59\|-7.79\|110.00\|114.45\|105.00\|93028;2026-07-03\|101.06\|-4.29\|106.01\|111.59\|99.86\|104128;2026-07-06\|102.28\|1.21\|101.00\|109.00\|99.00\|93426;2026-07-07\|98.72\|-3.48\|102.30\|105.50\|97.02\|78998;2026-07-08\|95.05\|-3.72\|100.00\|102.02\|94.90\|65903;2026-07-09\|102.17\|7.49\|98.67\|102.66\|93.50\|83431;2026-07-10\|104.91\|2.68\|106.51\|113.88\|104.90\|126072;2026-07-13\|94.44\|-9.98\|104.00\|107.05\|94.00\|88228
112827		高速铜连接+铜合金板带+一季报增长+国资行业原因：英伟达首席执行官黄仁勋表示，未来5到10年，仍将大量使用铜缆，同时也会使用海量的光器件。公司原因： 1、据2026年3月31日年报，公司布局高速铜连接领域，产品涵盖800G-1.6T的ACC/AEC高速铜连接，并在研1.6T及3.2T高速铜连接项目，为AI与算力中心提供连接解决方案。 2、据2026年3月31日年报，公司专注高性能铜合金板带，高端产品稳定供货泰科、安费诺、莫仕、安波福等全球知名连接器企业及博世等汽车一级供应商。 3、据2026年4月29日公告，公司2026年第一季度归母净利润1646.04万元，同比增长84.28%。 4、据2026年5月8日公告及资料，公司控股股东为四川融鑫弘梓科技有限公司，实控人为三台县国有资产监督管理办公室。	公司布局高速铜连接领域，产品涵盖800G-1.6T的ACC/AEC高速铜连接，并在研1.6T及3.2T高速铜连接项目，为AI与算力中心提供连接解决方案	2026-03-03\|3.69\|-6.35\|3.91\|3.93\|3.69\|828672;2026-03-04\|3.67\|-0.54\|3.67\|3.75\|3.64\|518776;2026-03-05\|3.75\|2.18\|3.73\|3.80\|3.73\|490018;2026-03-06\|3.74\|-0.27\|3.72\|3.75\|3.67\|387745;2026-03-09\|3.65\|-2.41\|3.67\|3.68\|3.58\|699307;2026-03-10\|3.72\|1.92\|3.68\|3.72\|3.67\|409480;2026-03-11\|3.71\|-0.27\|3.72\|3.74\|3.67\|378182;2026-03-12\|3.67\|-1.08\|3.70\|3.72\|3.65\|369719;2026-03-13\|3.60\|-1.91\|3.66\|3.68\|3.59\|479851;2026-03-16\|3.58\|-0.56\|3.60\|3.62\|3.51\|489096;2026-03-17\|3.54\|-1.12\|3.60\|3.73\|3.53\|625199;2026-03-18\|3.52\|-0.56\|3.49\|3.53\|3.48\|467857;2026-03-19\|3.38\|-3.98\|3.49\|3.49\|3.36\|481123;2026-03-20\|3.29\|-2.66\|3.40\|3.42\|3.28\|390056;2026-03-23\|3.06\|-6.99\|3.21\|3.22\|3.04\|554813;2026-03-24\|3.22\|5.23\|3.13\|3.23\|3.09\|488927;2026-03-25\|3.31\|2.79\|3.24\|3.32\|3.23\|367579;2026-03-26\|3.23\|-2.42\|3.31\|3.32\|3.21\|344497;2026-03-27\|3.36\|4.02\|3.19\|3.37\|3.15\|528975;2026-03-30\|3.40\|1.19\|3.33\|3.41\|3.29\|407497;2026-03-31\|3.35\|-1.47\|3.40\|3.44\|3.34\|361243;2026-04-01\|3.35\|0.00\|3.40\|3.41\|3.32\|346939;2026-04-02\|3.29\|-1.79\|3.34\|3.36\|3.26\|290149;2026-04-03\|3.22\|-2.13\|3.29\|3.30\|3.20\|256147;2026-04-07\|3.32\|3.11\|3.23\|3.32\|3.22\|283708;2026-04-08\|3.55\|6.93\|3.48\|3.58\|3.45\|854128;2026-04-09\|3.61\|1.69\|3.51\|3.63\|3.50\|773483;2026-04-10\|3.60\|-0.28\|3.65\|3.67\|3.60\|618745;2026-04-13\|3.60\|0.00\|3.62\|3.62\|3.56\|422922;2026-04-14\|3.65\|1.39\|3.62\|3.66\|3.59\|501327;2026-04-15\|3.58\|-1.92\|3.65\|3.69\|3.58\|423931;2026-04-16\|3.60\|0.56\|3.57\|3.61\|3.56\|361852;2026-04-17\|3.65\|1.39\|3.61\|3.66\|3.59\|378424;2026-04-20\|3.69\|1.10\|3.65\|3.71\|3.64\|516153;2026-04-21\|3.66\|-0.81\|3.67\|3.69\|3.62\|361283;2026-04-22\|3.69\|0.82\|3.66\|3.75\|3.62\|596681;2026-04-23\|3.58\|-2.98\|3.68\|3.68\|3.57\|482410;2026-04-24\|3.60\|0.56\|3.56\|3.62\|3.55\|346005;2026-04-27\|3.66\|1.67\|3.58\|3.67\|3.57\|390515;2026-04-28\|3.60\|-1.64\|3.66\|3.69\|3.58\|359103;2026-04-29\|3.63\|0.83\|3.61\|3.65\|3.59\|351864;2026-04-30\|3.65\|0.55\|3.63\|3.68\|3.62\|334698;2026-05-06\|3.71\|1.64\|3.65\|3.72\|3.64\|589356;2026-05-07\|3.73\|0.54\|3.73\|3.78\|3.70\|500503;2026-05-08\|3.78\|1.34\|3.72\|3.79\|3.70\|590698;2026-05-11\|3.72\|-1.59\|3.80\|3.82\|3.70\|548923;2026-05-12\|3.68\|-1.08\|3.75\|3.75\|3.64\|430942;2026-05-13\|3.68\|0.00\|3.68\|3.73\|3.66\|435106;2026-05-14\|3.58\|-2.72\|3.69\|3.70\|3.58\|531457;2026-05-15\|3.49\|-2.51\|3.58\|3.60\|3.47\|481967;2026-05-18\|3.57\|2.29\|3.50\|3.58\|3.40\|481144;2026-05-19\|3.68\|3.08\|3.57\|3.75\|3.57\|680379;2026-05-20\|3.63\|-1.36\|3.64\|3.65\|3.55\|404226;2026-05-21\|3.42\|-5.79\|3.65\|3.67\|3.41\|500938;2026-05-22\|3.62\|5.85\|3.43\|3.66\|3.41\|643441;2026-05-25\|3.60\|-0.55\|3.65\|3.69\|3.55\|428918;2026-05-26\|3.84\|6.67\|3.58\|3.96\|3.54\|1804075;2026-05-27\|3.73\|-2.86\|3.81\|3.86\|3.70\|1182026;2026-05-28\|3.74\|0.27\|3.71\|3.78\|3.66\|755492;2026-05-29\|3.54\|-5.35\|3.74\|3.82\|3.51\|966342;2026-06-01\|3.63\|2.54\|3.51\|3.68\|3.48\|684802;2026-06-02\|3.99\|9.92\|3.63\|3.99\|3.53\|2126759;2026-06-03\|4.39\|10.03\|4.39\|4.39\|4.39\|564509;2026-06-04\|4.83\|10.02\|4.64\|4.83\|4.56\|6207462;2026-06-05\|4.49\|-7.04\|4.50\|4.77\|4.46\|5878020;2026-06-08\|4.61\|2.67\|4.35\|4.83\|4.30\|4965904;2026-06-09\|4.46\|-3.25\|4.61\|4.74\|4.38\|3916922;2026-06-10\|4.01\|-10.09\|4.35\|4.38\|4.01\|3046381;2026-06-11\|4.27\|6.48\|3.90\|4.41\|3.90\|4583393;2026-06-12\|4.15\|-2.81\|4.17\|4.30\|4.09\|3302092;2026-06-15\|4.29\|3.37\|4.26\|4.45\|4.25\|2237569;2026-06-16\|4.43\|3.26\|4.26\|4.58\|4.24\|2665639;2026-06-17\|4.37\|-1.35\|4.33\|4.47\|4.32\|2070636;2026-06-18\|4.24\|-2.97\|4.30\|4.42\|4.22\|1912581;2026-06-22\|4.44\|4.72\|4.37\|4.51\|4.18\|2677707;2026-06-23\|4.58\|3.15\|4.43\|4.75\|4.34\|3851812;2026-06-24\|4.20\|-8.30\|4.44\|4.56\|4.12\|3343060;2026-06-25\|4.04\|-3.81\|4.10\|4.29\|3.98\|2311029;2026-06-26\|3.69\|-8.66\|4.02\|4.03\|3.68\|1990125;2026-06-29\|3.52\|-4.61\|3.68\|3.87\|3.46\|1641932;2026-06-30\|3.48\|-1.14\|3.50\|3.54\|3.37\|1166714;2026-07-01\|3.41\|-2.01\|3.48\|3.50\|3.39\|1423332;2026-07-02\|3.38\|-0.88\|3.38\|3.51\|3.35\|1322208;2026-07-03\|3.33\|-1.48\|3.38\|3.43\|3.32\|1188377;2026-07-06\|3.27\|-1.80\|3.35\|3.38\|3.18\|1350391;2026-07-07\|3.23\|-1.22\|3.26\|3.30\|3.20\|751400;2026-07-08\|3.03\|-6.19\|3.20\|3.21\|3.03\|1060104;2026-07-09\|3.01\|-0.66\|3.03\|3.07\|2.87\|1051490;2026-07-10\|3.03\|0.66\|3.00\|3.12\|2.97\|953490;2026-07-13\|2.81\|-7.26\|3.02\|3.03\|2.79\|953972
112826	国务院印发《城市更新“十五五”规划》	豪宅项目获奖+家居商贸+广州地产 1、据证券时报网2026年6月17日报道，公司旗下广州高端住宅项目“香江1号”斩获2026 WAD年度豪宅TOP10榜首；据2026年5月22日互动易，该项目目前已正常接受预约看房及预售。 2、据2026年4月11日年报，公司以“家居商贸+城市发展”为双核心业务，是国内领先的商业及家居连锁卖场运营商，连锁卖场布局全国核心区域，与逾6000家品牌建立战略合作。 3、据2026年4月11日年报，公司聚焦粤港澳大湾区高端精品住宅，广州番禺锦江项目、增城项目等住宅项目持续开发，截至2025年末持有土地储备总建筑面积约431万平方米。	公司是以商贸流通为主业的广州优质开发商	2026-03-03\|1.82\|-2.67\|1.86\|1.89\|1.82\|442049;2026-03-04\|1.80\|-1.10\|1.81\|1.83\|1.78\|417162;2026-03-05\|1.83\|1.67\|1.81\|1.84\|1.80\|381180;2026-03-06\|1.88\|2.73\|1.82\|1.89\|1.81\|444911;2026-03-09\|1.86\|-1.06\|1.87\|1.88\|1.84\|342143;2026-03-10\|1.87\|0.54\|1.87\|1.88\|1.86\|260154;2026-03-11\|1.89\|1.07\|1.88\|1.89\|1.85\|294848;2026-03-12\|1.90\|0.53\|1.88\|1.93\|1.88\|346926;2026-03-13\|1.89\|-0.53\|1.91\|1.93\|1.88\|380317;2026-03-16\|1.90\|0.53\|1.88\|1.93\|1.88\|317048;2026-03-17\|1.93\|1.58\|1.90\|1.97\|1.90\|640876;2026-03-18\|1.88\|-2.59\|1.92\|1.93\|1.86\|429995;2026-03-19\|1.84\|-2.13\|1.87\|1.89\|1.83\|315304;2026-03-20\|1.81\|-1.63\|1.85\|1.87\|1.81\|349981;2026-03-23\|1.68\|-7.18\|1.79\|1.80\|1.67\|579296;2026-03-24\|1.78\|5.95\|1.72\|1.78\|1.70\|548627;2026-03-25\|1.84\|3.37\|1.78\|1.85\|1.76\|426433;2026-03-26\|1.82\|-1.09\|1.84\|1.88\|1.82\|364069;2026-03-27\|1.83\|0.55\|1.81\|1.84\|1.80\|371221;2026-03-30\|1.81\|-1.09\|1.82\|1.83\|1.76\|308166;2026-03-31\|1.78\|-1.66\|1.80\|1.86\|1.78\|316231;2026-04-01\|1.78\|0.00\|1.80\|1.83\|1.77\|321925;2026-04-02\|1.73\|-2.81\|1.79\|1.79\|1.71\|351079;2026-04-03\|1.69\|-2.31\|1.72\|1.74\|1.68\|337258;2026-04-07\|1.72\|1.78\|1.68\|1.72\|1.67\|250126;2026-04-08\|1.78\|3.49\|1.74\|1.78\|1.73\|354842;2026-04-09\|1.75\|-1.69\|1.78\|1.78\|1.73\|305194;2026-04-10\|1.77\|1.14\|1.76\|1.80\|1.76\|251617;2026-04-13\|1.82\|2.82\|1.76\|1.83\|1.75\|407998;2026-04-14\|1.91\|4.95\|1.82\|1.95\|1.81\|981313;2026-04-15\|1.81\|-5.24\|1.91\|1.93\|1.81\|674284;2026-04-16\|1.82\|0.55\|1.81\|1.83\|1.79\|356419;2026-04-17\|1.80\|-1.10\|1.81\|1.83\|1.79\|379012;2026-04-20\|1.79\|-0.56\|1.79\|1.80\|1.77\|316474;2026-04-21\|1.79\|0.00\|1.79\|1.80\|1.77\|253651;2026-04-22\|1.77\|-1.12\|1.78\|1.79\|1.76\|219730;2026-04-23\|1.75\|-1.13\|1.77\|1.77\|1.74\|274764;2026-04-24\|1.74\|-0.57\|1.75\|1.76\|1.71\|283684;2026-04-27\|1.75\|0.57\|1.74\|1.76\|1.71\|284101;2026-04-28\|1.73\|-1.14\|1.74\|1.76\|1.72\|225497;2026-04-29\|1.80\|4.05\|1.72\|1.82\|1.72\|526878;2026-04-30\|1.89\|5.00\|1.80\|1.90\|1.79\|804457;2026-05-06\|1.92\|1.59\|1.91\|1.94\|1.88\|626065;2026-05-07\|1.89\|-1.56\|1.92\|1.97\|1.88\|583884;2026-05-08\|1.92\|1.59\|1.89\|1.93\|1.88\|487020;2026-05-11\|1.94\|1.04\|1.91\|1.95\|1.90\|442893;2026-05-12\|1.92\|-1.03\|1.93\|1.96\|1.90\|360561;2026-05-13\|1.92\|0.00\|1.91\|1.94\|1.88\|388888;2026-05-14\|1.84\|-4.17\|1.92\|1.94\|1.84\|329449;2026-05-15\|1.83\|-0.54\|1.84\|1.86\|1.80\|344009;2026-05-18\|1.82\|-0.55\|1.81\|1.82\|1.77\|320374;2026-05-19\|1.85\|1.65\|1.82\|1.86\|1.82\|315370;2026-05-20\|1.82\|-1.62\|1.84\|1.85\|1.79\|303208;2026-05-21\|1.74\|-4.40\|1.81\|1.82\|1.73\|496242;2026-05-22\|1.74\|0.00\|1.74\|1.75\|1.70\|462214;2026-05-25\|1.91\|9.77\|1.74\|1.91\|1.74\|919150;2026-05-26\|2.10\|9.95\|2.10\|2.10\|2.10\|293035;2026-05-27\|2.31\|10.00\|2.23\|2.31\|2.21\|1565204;2026-05-28\|2.54\|9.96\|2.47\|2.54\|2.25\|2810297;2026-05-29\|2.79\|9.84\|2.72\|2.79\|2.60\|1148511;2026-06-01\|2.92\|4.66\|2.75\|3.06\|2.51\|5033232;2026-06-02\|3.21\|9.93\|2.91\|3.21\|2.91\|1789152;2026-06-03\|3.35\|4.36\|3.18\|3.43\|2.95\|4786829;2026-06-04\|3.42\|2.09\|3.51\|3.69\|3.30\|4933698;2026-06-05\|3.44\|0.58\|3.38\|3.50\|3.24\|3941839;2026-06-08\|3.70\|7.56\|3.44\|3.70\|3.20\|4326917;2026-06-09\|3.66\|-1.08\|3.70\|3.87\|3.33\|4409221;2026-06-10\|3.29\|-10.11\|3.60\|3.80\|3.29\|3598613;2026-06-11\|3.15\|-4.26\|3.21\|3.45\|2.96\|4391938;2026-06-12\|3.47\|10.16\|2.99\|3.47\|2.91\|5188708;2026-06-15\|3.64\|4.90\|3.30\|3.65\|3.29\|3880100;2026-06-16\|3.49\|-4.12\|3.60\|3.76\|3.43\|2959813;2026-06-17\|3.25\|-6.88\|3.46\|3.48\|3.16\|2842202;2026-06-18\|3.58\|10.15\|3.30\|3.58\|3.10\|2721003;2026-06-22\|3.94\|10.06\|3.70\|3.94\|3.61\|2514509;2026-06-23\|3.88\|-1.52\|3.92\|4.15\|3.87\|3265669;2026-06-24\|3.73\|-3.87\|3.83\|3.95\|3.67\|2238125;2026-06-25\|3.50\|-6.17\|3.69\|4.10\|3.40\|3664770;2026-06-26\|3.16\|-9.71\|3.45\|3.50\|3.16\|2595533;2026-06-29\|2.94\|-6.96\|3.09\|3.20\|2.90\|2166583;2026-06-30\|2.80\|-4.76\|2.87\|2.91\|2.73\|1669565;2026-07-01\|2.70\|-3.57\|2.81\|2.84\|2.66\|1520362;2026-07-02\|2.56\|-5.19\|2.65\|2.76\|2.54\|1558313;2026-07-03\|2.50\|-2.34\|2.61\|2.72\|2.48\|1461916;2026-07-06\|2.43\|-2.80\|2.50\|2.58\|2.40\|1312130;2026-07-07\|2.30\|-5.35\|2.43\|2.43\|2.28\|1024862;2026-07-08\|2.29\|-0.43\|2.35\|2.37\|2.25\|999199;2026-07-09\|2.38\|3.93\|2.29\|2.41\|2.25\|1456643;2026-07-10\|2.41\|1.26\|2.37\|2.51\|2.33\|1332586;2026-07-13\|2.21\|-8.30\|2.39\|2.43\|2.20\|970044
112825	国务院印发《城市更新“十五五”规划》	商业地产+承诺不减持+撤销风险警示行业原因：据新华社，5月28日，国务院印发《城市更新“十五五”规划》。据多家机构测算，“十五五”期间城市更新市场总容量预计达15万亿元至20万亿元。这一政策红利将全面激活相关产业链，带来长期投资机遇。公司原因： 1、据2026年5月20日公告，公司股票自2026年5月21日开市起撤销退市风险警示，股票简称由“*ST阳光”变更为“阳光股份”，日涨跌幅限制由5%变更为10%。 2、据2026年3月13日投资者关系活动记录表，公司控股股东、实际控制人刘丹女士承诺其持有的公司股票自2026年1月29日起36个月内不减持，并承诺若公司出现营运资金周转困难，将无条件提供财务支持。 3、据2026年3月13日投资者关系活动记录表及2025年年度报告，公司主营业务为商业运营管理与物业租赁，2026年将持续深耕商业物业主业，加速存量销售和低效资产处置，并审慎推进新兴业务研究。	公司撤销退市风险警示，正在积极推进上海项目相关工作	2026-03-03\|3.35\|-1.18\|3.40\|3.42\|3.27\|313061;2026-03-04\|3.36\|0.30\|3.33\|3.42\|3.30\|204623;2026-03-05\|3.43\|2.08\|3.39\|3.53\|3.37\|376504;2026-03-06\|3.44\|0.29\|3.37\|3.45\|3.33\|247815;2026-03-09\|3.33\|-3.20\|3.37\|3.40\|3.30\|247937;2026-03-10\|3.46\|3.90\|3.37\|3.50\|3.37\|321888;2026-03-11\|3.63\|4.91\|3.48\|3.63\|3.44\|314906;2026-03-12\|3.67\|1.10\|3.67\|3.76\|3.58\|342024;2026-03-13\|3.76\|2.45\|3.71\|3.84\|3.68\|276296;2026-03-16\|3.74\|-0.53\|3.75\|3.83\|3.68\|211649;2026-03-17\|3.72\|-0.53\|3.72\|3.79\|3.70\|189350;2026-03-18\|3.91\|5.11\|3.69\|3.91\|3.61\|327195;2026-03-19\|3.98\|1.79\|3.94\|4.06\|3.87\|325768;2026-03-20\|3.94\|-1.00\|3.88\|4.02\|3.86\|260036;2026-03-23\|3.74\|-5.08\|3.85\|3.90\|3.74\|263991;2026-03-24\|3.93\|5.08\|3.76\|3.93\|3.75\|301348;2026-03-25\|4.13\|5.09\|3.99\|4.13\|3.94\|319973;2026-03-26\|4.32\|4.60\|4.15\|4.34\|4.13\|375272;2026-03-27\|4.28\|-0.93\|4.30\|4.38\|4.12\|289382;2026-03-30\|4.36\|1.87\|4.24\|4.39\|4.20\|199422;2026-03-31\|4.14\|-5.05\|4.35\|4.40\|4.14\|265850;2026-04-01\|4.12\|-0.48\|4.10\|4.19\|3.94\|233652;2026-04-02\|3.96\|-3.88\|4.12\|4.15\|3.91\|202944;2026-04-03\|3.86\|-2.53\|3.96\|4.00\|3.78\|158313;2026-04-07\|3.94\|2.07\|3.84\|3.96\|3.76\|121212;2026-04-08\|4.03\|2.28\|4.02\|4.08\|3.96\|145756;2026-04-09\|4.12\|2.23\|3.99\|4.17\|3.97\|162733;2026-04-10\|4.09\|-0.73\|4.11\|4.18\|4.08\|102024;2026-04-13\|3.97\|-2.93\|4.11\|4.17\|3.90\|172881;2026-04-14\|4.17\|5.04\|3.95\|4.17\|3.93\|202448;2026-04-15\|4.11\|-1.44\|4.23\|4.24\|4.03\|191937;2026-04-16\|4.04\|-1.70\|4.09\|4.13\|4.00\|134995;2026-04-17\|3.97\|-1.73\|4.04\|4.07\|3.92\|221793;2026-04-20\|4.03\|1.51\|3.90\|4.04\|3.86\|202028;2026-04-21\|3.94\|-2.23\|4.00\|4.03\|3.90\|140711;2026-04-22\|3.87\|-1.78\|3.91\|3.97\|3.85\|133403;2026-04-23\|3.86\|-0.26\|3.88\|3.93\|3.81\|93503;2026-04-24\|3.83\|-0.78\|3.83\|3.89\|3.75\|96456;2026-04-27\|3.70\|-3.39\|3.69\|3.76\|3.64\|156379;2026-04-28\|3.64\|-1.62\|3.69\|3.74\|3.64\|69852;2026-04-29\|3.68\|1.10\|3.53\|3.69\|3.46\|216392;2026-04-30\|3.78\|2.72\|3.65\|3.84\|3.63\|183420;2026-05-06\|3.69\|-2.38\|3.73\|3.74\|3.59\|176078;2026-05-07\|3.81\|3.25\|3.67\|3.85\|3.65\|146067;2026-05-08\|3.88\|1.84\|3.75\|3.90\|3.74\|116560;2026-05-11\|3.84\|-1.03\|3.88\|3.92\|3.79\|150605;2026-05-12\|3.93\|2.34\|3.86\|3.98\|3.80\|163672;2026-05-13\|3.92\|-0.25\|3.97\|3.99\|3.88\|107858;2026-05-14\|3.97\|1.28\|3.91\|4.03\|3.91\|139650;2026-05-15\|4.17\|5.04\|3.95\|4.17\|3.95\|313891;2026-05-18\|4.01\|-3.84\|4.19\|4.21\|3.97\|273415;2026-05-19\|4.03\|0.50\|4.02\|4.05\|3.86\|174032;2026-05-21\|3.96\|-1.74\|4.20\|4.28\|3.88\|557106;2026-05-22\|3.88\|-2.02\|3.92\|4.03\|3.72\|295422;2026-05-25\|3.74\|-3.61\|3.83\|3.86\|3.65\|317140;2026-05-26\|3.80\|1.60\|3.73\|3.96\|3.62\|257486;2026-05-27\|4.18\|10.00\|3.83\|4.18\|3.83\|277967;2026-05-28\|4.16\|-0.48\|4.15\|4.37\|4.14\|580533;2026-05-29\|4.58\|10.10\|4.36\|4.58\|4.36\|235518;2026-06-01\|4.93\|7.64\|4.54\|5.04\|4.37\|902131;2026-06-02\|4.82\|-2.23\|4.93\|4.93\|4.65\|525190;2026-06-03\|4.64\|-3.73\|4.75\|4.77\|4.56\|428548;2026-06-04\|5.02\|8.19\|4.75\|5.10\|4.71\|647516;2026-06-05\|5.52\|9.96\|5.20\|5.52\|5.09\|765570;2026-06-08\|5.82\|5.43\|5.44\|6.00\|5.30\|962549;2026-06-09\|6.40\|9.97\|5.80\|6.40\|5.67\|942032;2026-06-10\|6.94\|8.44\|6.12\|7.04\|6.05\|1196539;2026-06-11\|6.25\|-9.94\|6.90\|7.05\|6.25\|667277;2026-06-12\|6.44\|3.04\|5.98\|6.60\|5.91\|813046;2026-06-15\|6.52\|1.24\|6.41\|6.69\|6.18\|584601;2026-06-16\|7.16\|9.82\|6.67\|7.17\|6.60\|756329;2026-06-17\|6.90\|-3.63\|7.15\|7.35\|6.79\|589088;2026-06-18\|7.59\|10.00\|7.00\|7.59\|6.83\|409855;2026-06-22\|7.64\|0.66\|7.96\|8.14\|7.30\|710682;2026-06-23\|7.82\|2.36\|7.55\|8.12\|7.16\|533056;2026-06-24\|7.39\|-5.50\|7.54\|8.08\|7.24\|630596;2026-06-25\|6.83\|-7.58\|7.20\|7.38\|6.76\|665630;2026-06-26\|6.73\|-1.46\|6.84\|7.12\|6.65\|489398;2026-06-29\|6.31\|-6.24\|6.84\|6.84\|6.08\|492403;2026-06-30\|6.48\|2.69\|6.35\|6.65\|6.22\|277174;2026-07-01\|6.21\|-4.17\|6.44\|6.50\|6.15\|293305;2026-07-02\|6.06\|-2.42\|6.23\|6.61\|6.03\|383792;2026-07-03\|5.96\|-1.65\|6.06\|6.19\|5.92\|235056;2026-07-06\|6.02\|1.01\|6.04\|6.40\|5.99\|362447;2026-07-07\|5.85\|-2.82\|5.93\|6.08\|5.76\|267011;2026-07-08\|5.98\|2.22\|5.85\|6.05\|5.70\|234838;2026-07-09\|6.04\|1.00\|5.98\|6.13\|5.84\|272953;2026-07-10\|6.04\|0.00\|6.09\|6.13\|5.92\|275907;2026-07-13\|6.05\|0.17\|6.03\|6.37\|5.92\|413579
112824	国务院印发《城市更新“十五五”规划》	房地产+长三角+城市更新行业原因： 1、据第一财经，一线城市的二手房市场正走出独立行情。在刚过去的1月份，北京二手房网签量超过1.5万套，已连续三个月稳定在1.4万套以上；上海二手房连续三个月成交超2.2万套；深圳二手房共计录得6802套，创近10个月新高。 2、东方证券2月4日研报指出，房企“三道红线”约束淡出，融资环境边际改善。公司原因： 1、据2025年8月30日半年度报告，公司2025年经营计划明确持续深耕长三角城市群，重点布局杭州、宁波，积极增加优质土储并加快现房库存去化。 2、据2025年2月5日互动易，公司高度关注城市更新，拟通过政府合作参与集居住、商业、文化于一体的综合性项目，改善居住条件并提升城市形象。 3、据2025年4月29日年报，公司主营商品住宅开发与销售，具有一级资质，产品聚焦浙江省内核心城市的中高档精装修住宅，并适度持有核心商业物业。	浙江优质地产商，宁波唯一一家纯房地产类上市公司	2026-03-03\|2.07\|-2.82\|2.14\|2.17\|2.06\|285546;2026-03-04\|2.06\|-0.48\|2.05\|2.09\|2.03\|218839;2026-03-05\|2.06\|0.00\|2.08\|2.09\|2.02\|246777;2026-03-06\|2.11\|2.43\|2.06\|2.11\|2.04\|219943;2026-03-09\|2.06\|-2.37\|2.10\|2.14\|2.03\|354811;2026-03-10\|2.08\|0.97\|2.07\|2.10\|2.06\|241612;2026-03-11\|2.07\|-0.48\|2.08\|2.09\|2.04\|224477;2026-03-12\|2.07\|0.00\|2.07\|2.10\|2.05\|231453;2026-03-13\|2.06\|-0.48\|2.07\|2.11\|2.05\|264811;2026-03-16\|2.08\|0.97\|2.05\|2.13\|2.05\|232825;2026-03-17\|2.13\|2.40\|2.09\|2.22\|2.08\|385831;2026-03-18\|2.08\|-2.35\|2.13\|2.14\|2.05\|317064;2026-03-19\|2.04\|-1.92\|2.07\|2.09\|2.02\|203776;2026-03-20\|2.01\|-1.47\|2.04\|2.06\|1.99\|264828;2026-03-23\|1.88\|-6.47\|1.98\|1.99\|1.86\|394971;2026-03-24\|1.95\|3.72\|1.92\|1.96\|1.88\|272310;2026-03-25\|1.99\|2.05\|1.96\|2.02\|1.93\|327106;2026-03-26\|1.97\|-1.00\|1.99\|2.03\|1.96\|196201;2026-03-27\|1.99\|1.02\|1.96\|2.00\|1.95\|201757;2026-03-30\|1.98\|-0.50\|1.97\|2.00\|1.92\|210234;2026-03-31\|1.95\|-1.52\|1.99\|2.04\|1.95\|234665;2026-04-01\|1.93\|-1.03\|1.98\|1.99\|1.90\|321187;2026-04-02\|1.93\|0.00\|1.93\|1.94\|1.90\|204363;2026-04-03\|1.87\|-3.11\|1.92\|1.93\|1.85\|216290;2026-04-07\|1.91\|2.14\|1.87\|1.91\|1.85\|170335;2026-04-08\|1.96\|2.62\|1.94\|1.97\|1.90\|230451;2026-04-09\|1.91\|-2.55\|1.95\|1.97\|1.90\|152562;2026-04-10\|1.92\|0.52\|1.93\|1.97\|1.91\|172598;2026-04-13\|1.97\|2.60\|1.93\|2.00\|1.91\|223914;2026-04-14\|2.06\|4.57\|1.98\|2.12\|1.95\|403477;2026-04-15\|1.91\|-7.28\|2.06\|2.07\|1.90\|449097;2026-04-16\|1.93\|1.05\|1.91\|1.94\|1.89\|229482;2026-04-17\|1.93\|0.00\|1.94\|1.96\|1.90\|209278;2026-04-20\|1.90\|-1.55\|1.92\|1.93\|1.89\|201653;2026-04-21\|1.89\|-0.53\|1.90\|1.92\|1.87\|161291;2026-04-22\|1.88\|-0.53\|1.89\|1.90\|1.87\|133442;2026-04-23\|1.87\|-0.53\|1.89\|1.89\|1.84\|177817;2026-04-24\|1.84\|-1.60\|1.87\|1.87\|1.82\|142563;2026-04-27\|1.86\|1.09\|1.84\|1.86\|1.80\|190402;2026-04-28\|1.89\|1.61\|1.84\|1.91\|1.84\|230159;2026-04-29\|2.00\|5.82\|1.89\|2.02\|1.88\|363829;2026-04-30\|2.02\|1.00\|1.99\|2.03\|1.92\|382469;2026-05-06\|2.08\|2.97\|2.03\|2.10\|2.02\|352809;2026-05-07\|2.02\|-2.88\|2.08\|2.08\|2.01\|253617;2026-05-08\|2.06\|1.98\|2.03\|2.08\|2.00\|318128;2026-05-11\|2.08\|0.97\|2.06\|2.10\|2.04\|296105;2026-05-12\|2.08\|0.00\|2.09\|2.12\|2.04\|287802;2026-05-13\|2.07\|-0.48\|2.07\|2.09\|2.03\|264232;2026-05-14\|2.01\|-2.90\|2.07\|2.08\|2.00\|199040;2026-05-15\|1.98\|-1.49\|2.01\|2.02\|1.97\|175768;2026-05-18\|1.98\|0.00\|1.97\|1.98\|1.93\|294968;2026-05-19\|1.98\|0.00\|1.98\|2.00\|1.94\|203148;2026-05-20\|1.94\|-2.02\|1.97\|1.98\|1.92\|178978;2026-05-21\|1.84\|-5.15\|1.94\|1.96\|1.84\|235621;2026-05-22\|1.89\|2.72\|1.87\|1.90\|1.83\|200108;2026-05-25\|1.90\|0.53\|1.91\|1.94\|1.88\|249076;2026-05-26\|1.87\|-1.58\|1.90\|1.91\|1.84\|193817;2026-05-27\|1.82\|-2.67\|1.86\|1.88\|1.80\|187296;2026-05-28\|1.87\|2.75\|1.82\|1.89\|1.81\|278987;2026-05-29\|1.88\|0.53\|1.89\|1.98\|1.86\|325167;2026-06-01\|1.95\|3.72\|1.88\|1.96\|1.83\|282667;2026-06-02\|1.92\|-1.54\|1.94\|1.96\|1.89\|224607;2026-06-03\|1.87\|-2.60\|1.92\|1.93\|1.84\|221830;2026-06-04\|1.93\|3.21\|1.87\|2.06\|1.86\|690757;2026-06-05\|2.12\|9.84\|1.93\|2.12\|1.92\|549312;2026-06-08\|2.33\|9.91\|2.12\|2.33\|2.12\|592702;2026-06-09\|2.10\|-9.87\|2.49\|2.51\|2.10\|1256838;2026-06-10\|1.97\|-6.19\|2.03\|2.07\|1.89\|1305317;2026-06-11\|1.91\|-3.05\|1.94\|2.06\|1.89\|868675;2026-06-12\|1.90\|-0.52\|1.91\|1.94\|1.80\|792464;2026-06-15\|1.94\|2.11\|1.90\|2.00\|1.90\|605362;2026-06-16\|1.98\|2.06\|1.93\|2.02\|1.92\|533268;2026-06-17\|1.89\|-4.55\|1.99\|2.01\|1.87\|463973;2026-06-18\|1.80\|-4.76\|1.88\|1.89\|1.76\|654153;2026-06-22\|1.78\|-1.11\|1.79\|1.79\|1.69\|469375;2026-06-23\|1.81\|1.69\|1.76\|1.83\|1.75\|448787;2026-06-24\|1.76\|-2.76\|1.80\|1.81\|1.73\|390401;2026-06-25\|1.71\|-2.84\|1.76\|1.76\|1.69\|292538;2026-06-26\|1.68\|-1.75\|1.70\|1.73\|1.67\|285010;2026-06-29\|1.65\|-1.79\|1.67\|1.68\|1.60\|266075;2026-06-30\|1.66\|0.61\|1.64\|1.67\|1.62\|213662;2026-07-01\|1.69\|1.81\|1.66\|1.73\|1.63\|267612;2026-07-02\|1.68\|-0.59\|1.69\|1.74\|1.66\|253187;2026-07-03\|1.69\|0.60\|1.68\|1.71\|1.66\|215364;2026-07-06\|1.72\|1.78\|1.70\|1.75\|1.69\|270567;2026-07-07\|1.67\|-2.91\|1.72\|1.73\|1.65\|230296;2026-07-08\|1.67\|0.00\|1.67\|1.69\|1.64\|237264;2026-07-09\|1.71\|2.40\|1.67\|1.73\|1.66\|258666;2026-07-10\|1.76\|2.92\|1.71\|1.80\|1.68\|358102;2026-07-13\|1.69\|-3.98\|1.74\|1.78\|1.68\|248573
112823	国务院印发《城市更新“十五五”规划》	PVC地板出口+员工持股+年报增长 1、据2026年4月29日年报，公司是国内主要PVC地板生产商之一，在越南等东南亚国家实现产能布局，是国内产能转移较早的企业，具备先发优势，产品以出口为主，境外营收占比达96.28%。 2、据2026年6月16日公告，公司2026年员工持股计划已于6月12日完成非交易过户，过户价格为10.98元/股，过户股数为104.715万股，占公司目前股本总额的1.02%。 3、据2026年4月29日年报及2026年5月13日互动易，2025年公司实现归母净利润9946.10万元，同比上升98.52%，主要系两期计提资产减值损失金额有较大差异所致。	国内领先的PVC地板生产及出口商之一，境外营收占比高	2026-03-03\|25.25\|-2.96\|26.28\|26.70\|25.10\|36419;2026-03-04\|25.42\|0.67\|25.02\|25.75\|24.64\|40074;2026-03-05\|25.85\|1.69\|26.45\|26.89\|25.60\|46497;2026-03-06\|27.38\|5.92\|25.89\|27.70\|25.89\|43390;2026-03-09\|26.99\|-1.42\|27.11\|27.15\|26.27\|35248;2026-03-10\|27.46\|1.74\|27.11\|27.61\|26.89\|29227;2026-03-11\|27.45\|-0.04\|27.41\|28.48\|27.38\|47842;2026-03-12\|26.68\|-2.81\|27.64\|27.66\|26.57\|33954;2026-03-13\|26.25\|-1.61\|26.86\|26.90\|26.02\|23028;2026-03-16\|25.45\|-3.05\|26.21\|26.39\|25.11\|42123;2026-03-17\|25.10\|-1.38\|25.70\|26.07\|25.00\|30408;2026-03-18\|25.40\|1.20\|25.10\|25.41\|24.90\|18651;2026-03-19\|24.40\|-3.94\|25.15\|25.29\|24.30\|21925;2026-03-20\|23.63\|-3.16\|24.40\|24.95\|23.53\|23790;2026-03-23\|21.86\|-7.49\|23.32\|23.33\|21.71\|35322;2026-03-24\|23.05\|5.44\|22.50\|23.05\|21.93\|34435;2026-03-25\|23.49\|1.91\|23.09\|23.58\|23.07\|22820;2026-03-26\|23.24\|-1.06\|23.55\|23.98\|22.97\|21524;2026-03-27\|23.48\|1.03\|23.01\|23.66\|22.86\|20277;2026-03-30\|24.17\|2.94\|23.30\|24.32\|23.10\|27524;2026-03-31\|24.31\|0.58\|24.24\|24.96\|23.99\|30202;2026-04-01\|24.56\|1.03\|24.59\|24.91\|24.07\|25457;2026-04-02\|24.07\|-2.00\|24.69\|25.13\|23.88\|22729;2026-04-03\|22.73\|-5.57\|24.36\|24.36\|22.58\|28706;2026-04-07\|22.83\|0.44\|22.81\|22.97\|22.29\|41681;2026-04-08\|23.92\|4.77\|23.34\|24.07\|23.34\|29369;2026-04-09\|23.34\|-2.42\|23.90\|23.90\|23.13\|23550;2026-04-10\|23.43\|0.39\|23.60\|23.85\|23.23\|25437;2026-04-13\|23.34\|-0.38\|23.43\|24.33\|23.18\|38925;2026-04-14\|23.99\|2.78\|23.70\|24.30\|23.40\|33708;2026-04-15\|23.55\|-1.83\|23.98\|24.77\|23.53\|46736;2026-04-16\|24.09\|2.29\|23.57\|24.27\|23.42\|27386;2026-04-17\|23.95\|-0.58\|23.99\|24.26\|23.73\|20111;2026-04-20\|24.09\|0.58\|23.81\|24.55\|23.50\|21514;2026-04-21\|24.06\|-0.12\|24.11\|24.19\|23.77\|15038;2026-04-22\|23.82\|-1.00\|24.01\|24.10\|23.71\|18342;2026-04-23\|23.19\|-2.64\|23.78\|23.82\|23.03\|25314;2026-04-24\|23.63\|1.90\|23.19\|23.84\|22.82\|28066;2026-04-27\|23.51\|-0.51\|23.59\|23.75\|22.77\|26133;2026-04-28\|23.28\|-0.98\|23.45\|23.50\|23.01\|33929;2026-04-29\|23.47\|0.82\|22.69\|23.71\|22.26\|48596;2026-04-30\|23.80\|1.41\|23.53\|24.06\|23.47\|35824;2026-05-06\|23.86\|0.25\|24.07\|24.25\|23.50\|39678;2026-05-07\|23.76\|-0.42\|23.86\|24.10\|23.62\|31878;2026-05-08\|24.05\|1.22\|23.77\|24.17\|23.53\|27904;2026-05-11\|23.93\|-0.50\|24.26\|24.28\|23.50\|32861;2026-05-12\|23.64\|-1.21\|23.92\|24.22\|23.56\|27470;2026-05-13\|23.65\|0.04\|23.64\|23.67\|23.27\|26536;2026-05-14\|23.26\|-1.65\|23.65\|23.65\|23.12\|20977;2026-05-15\|23.27\|0.04\|23.26\|23.45\|22.75\|28616;2026-05-18\|23.29\|0.09\|23.00\|23.33\|22.67\|25441;2026-05-19\|23.20\|-0.39\|23.31\|23.90\|22.88\|28496;2026-05-20\|25.32\|9.14\|23.20\|25.52\|22.89\|108991;2026-05-21\|24.41\|-3.59\|25.99\|26.68\|24.26\|115156;2026-05-22\|25.59\|4.83\|24.65\|26.50\|23.00\|94867;2026-05-25\|23.52\|-8.09\|25.65\|26.09\|23.31\|68811;2026-05-26\|22.85\|-2.85\|23.52\|23.63\|22.41\|45414;2026-05-27\|22.19\|-2.89\|22.89\|23.12\|21.96\|33443;2026-05-28\|22.39\|0.90\|22.07\|22.69\|21.58\|26125;2026-05-29\|21.27\|-5.00\|22.53\|22.53\|21.11\|25255;2026-06-01\|21.74\|2.21\|21.06\|21.98\|21.06\|18753;2026-06-02\|20.91\|-3.82\|21.83\|21.98\|20.70\|24601;2026-06-03\|20.64\|-1.29\|20.96\|21.22\|20.42\|24469;2026-06-04\|22.70\|9.98\|20.46\|22.70\|20.46\|79084;2026-06-05\|21.66\|-4.58\|22.30\|24.55\|21.47\|96749;2026-06-08\|20.30\|-6.28\|21.96\|22.15\|20.06\|52713;2026-06-09\|20.23\|-0.34\|20.66\|20.88\|19.80\|31007;2026-06-10\|19.68\|-2.72\|19.91\|20.37\|19.43\|27122;2026-06-11\|19.55\|-0.66\|19.48\|19.90\|19.03\|24657;2026-06-12\|19.54\|-0.05\|19.84\|20.11\|19.32\|24694;2026-06-15\|19.45\|-0.46\|19.63\|20.21\|19.23\|26572;2026-06-16\|19.33\|-0.62\|19.21\|19.58\|18.65\|32257;2026-06-17\|19.01\|-1.66\|19.13\|19.55\|18.85\|29144;2026-06-18\|20.68\|8.78\|18.79\|20.79\|18.11\|97466;2026-06-22\|19.10\|-7.64\|19.96\|19.96\|18.62\|58357;2026-06-23\|20.14\|5.45\|19.07\|20.90\|18.90\|67358;2026-06-24\|20.55\|2.04\|20.14\|20.77\|19.86\|38762;2026-06-25\|19.68\|-4.23\|20.87\|21.22\|19.44\|42841;2026-06-26\|19.10\|-2.95\|19.54\|19.59\|18.60\|37056;2026-06-29\|18.45\|-3.40\|19.06\|19.61\|18.12\|30401;2026-06-30\|18.17\|-1.52\|18.40\|18.63\|18.01\|31475;2026-07-01\|18.00\|0.73\|18.01\|18.29\|17.60\|32550;2026-07-02\|19.00\|5.56\|18.00\|19.71\|17.84\|51907;2026-07-03\|20.90\|10.00\|19.00\|20.90\|18.76\|71190;2026-07-06\|19.75\|-5.50\|20.90\|21.01\|19.41\|60939;2026-07-07\|18.89\|-4.35\|19.70\|20.86\|18.77\|37635;2026-07-08\|18.29\|-3.18\|19.07\|19.20\|18.18\|25304;2026-07-09\|18.50\|1.15\|18.40\|18.65\|17.65\|30307;2026-07-10\|18.66\|0.86\|18.34\|18.98\|18.20\|23934;2026-07-13\|17.29\|-7.34\|18.51\|18.86\|17.23\|30513
112822	国务院印发《城市更新“十五五”规划》	地产+医美增长+低负债率 1、据2026年5月19日及5月6日互动易，随着政策支持和行业复苏，公司地产业务取得强劲复苏，签约及回款数据环比均大幅增长。 2、据2026年5月19日互动易，公司医美业务板块整体经营表现良好，2026年1至4月医美业务收入继续呈同比增长势头，成为公司重要的业绩增长动能；据2025年年报，公司医美业务板块实现营业收入1.86亿元，同比增长3.96%。 3、据2025年年报，公司财务结构健康，持续保持低负债运营，资产负债率为29.67%，扣除合同负债后的资产负债率仅为26.59%，始终保持在行业较低水平。	南京地产小龙头，转型医疗美容，公司投资医美产业基金，直接控股上海天大医疗美容医院（90%股权），另通过医美产业基金（持股45%）拥有4家美联臣医美医院	2026-03-03\|2.25\|-2.17\|2.31\|2.32\|2.24\|488599;2026-03-04\|2.20\|-2.22\|2.23\|2.24\|2.17\|421394;2026-03-05\|2.22\|0.91\|2.23\|2.24\|2.20\|232144;2026-03-06\|2.28\|2.70\|2.21\|2.28\|2.20\|286458;2026-03-09\|2.24\|-1.75\|2.25\|2.26\|2.23\|237773;2026-03-10\|2.26\|0.89\|2.25\|2.27\|2.25\|211225;2026-03-11\|2.26\|0.00\|2.26\|2.27\|2.23\|209083;2026-03-12\|2.28\|0.89\|2.25\|2.29\|2.25\|313414;2026-03-13\|2.27\|-0.44\|2.27\|2.32\|2.26\|353336;2026-03-16\|2.29\|0.88\|2.27\|2.31\|2.27\|285854;2026-03-17\|2.29\|0.00\|2.29\|2.35\|2.28\|568803;2026-03-18\|2.24\|-2.18\|2.29\|2.30\|2.22\|443419;2026-03-19\|2.18\|-2.68\|2.23\|2.24\|2.18\|352737;2026-03-20\|2.14\|-1.83\|2.18\|2.20\|2.14\|401731;2026-03-23\|2.00\|-6.54\|2.12\|2.12\|1.99\|520708;2026-03-24\|2.07\|3.50\|2.03\|2.07\|2.00\|281977;2026-03-25\|2.14\|3.38\|2.08\|2.14\|2.06\|310430;2026-03-26\|2.12\|-0.93\|2.13\|2.18\|2.10\|279306;2026-03-27\|2.14\|0.94\|2.09\|2.14\|2.08\|242862;2026-03-30\|2.13\|-0.47\|2.11\|2.14\|2.08\|242415;2026-03-31\|2.11\|-0.94\|2.14\|2.18\|2.10\|315035;2026-04-01\|2.11\|0.00\|2.14\|2.16\|2.09\|353790;2026-04-02\|2.06\|-2.37\|2.10\|2.11\|2.04\|329772;2026-04-03\|2.00\|-2.91\|2.06\|2.07\|1.99\|314709;2026-04-07\|2.05\|2.50\|2.00\|2.06\|1.99\|251320;2026-04-08\|2.11\|2.93\|2.08\|2.11\|2.07\|322796;2026-04-09\|2.10\|-0.47\|2.10\|2.11\|2.08\|294641;2026-04-10\|2.10\|0.00\|2.11\|2.15\|2.10\|301159;2026-04-13\|2.14\|1.90\|2.10\|2.14\|2.09\|333465;2026-04-14\|2.18\|1.87\|2.15\|2.18\|2.13\|428003;2026-04-15\|2.13\|-2.29\|2.18\|2.19\|2.12\|408329;2026-04-16\|2.14\|0.47\|2.13\|2.15\|2.11\|225865;2026-04-17\|2.13\|-0.47\|2.15\|2.18\|2.12\|422288;2026-04-20\|2.12\|-0.47\|2.12\|2.13\|2.09\|244838;2026-04-21\|2.11\|-0.47\|2.12\|2.13\|2.09\|214264;2026-04-22\|2.10\|-0.47\|2.10\|2.11\|2.09\|150078;2026-04-23\|2.08\|-0.95\|2.10\|2.11\|2.06\|255499;2026-04-24\|2.07\|-0.48\|2.07\|2.09\|2.05\|214546;2026-04-27\|2.09\|0.97\|2.06\|2.09\|2.02\|267607;2026-04-28\|2.09\|0.00\|2.09\|2.11\|2.07\|251286;2026-04-29\|2.15\|2.87\|2.08\|2.17\|2.07\|466825;2026-04-30\|2.19\|1.86\|2.15\|2.20\|2.13\|516596;2026-05-06\|2.17\|-0.91\|2.19\|2.20\|2.14\|405390;2026-05-07\|2.15\|-0.92\|2.18\|2.18\|2.13\|350980;2026-05-08\|2.16\|0.47\|2.15\|2.18\|2.14\|354020;2026-05-11\|2.17\|0.46\|2.16\|2.19\|2.15\|430145;2026-05-12\|2.15\|-0.92\|2.18\|2.18\|2.14\|404144;2026-05-13\|2.14\|-0.47\|2.15\|2.17\|2.13\|306793;2026-05-14\|2.06\|-3.74\|2.15\|2.15\|2.06\|351511;2026-05-15\|2.01\|-2.43\|2.06\|2.07\|2.00\|435604;2026-05-18\|2.04\|1.49\|2.01\|2.05\|1.98\|357730;2026-05-19\|2.06\|0.98\|2.04\|2.06\|2.03\|214608;2026-05-20\|2.01\|-2.43\|2.05\|2.06\|2.00\|219200;2026-05-21\|1.96\|-2.49\|2.01\|2.03\|1.96\|300694;2026-05-22\|1.97\|0.51\|1.96\|1.99\|1.95\|170483;2026-05-25\|2.02\|2.54\|1.97\|2.03\|1.96\|238562;2026-05-26\|2.00\|-0.99\|2.01\|2.04\|1.97\|279549;2026-05-27\|1.94\|-3.00\|1.99\|2.01\|1.91\|270725;2026-05-28\|1.98\|2.06\|1.93\|1.98\|1.93\|221639;2026-05-29\|2.01\|1.52\|1.98\|2.06\|1.97\|409604;2026-06-01\|2.07\|2.99\|1.99\|2.08\|1.96\|510447;2026-06-02\|2.07\|0.00\|2.07\|2.11\|2.05\|355062;2026-06-03\|2.03\|-1.93\|2.08\|2.08\|1.98\|383714;2026-06-04\|2.23\|9.85\|2.02\|2.23\|2.02\|582074;2026-06-05\|2.30\|3.14\|2.38\|2.45\|2.29\|2161413;2026-06-08\|2.15\|-6.52\|2.24\|2.30\|2.12\|1900184;2026-06-09\|2.16\|0.47\|2.23\|2.37\|2.06\|1615508;2026-06-10\|2.05\|-5.09\|2.13\|2.13\|2.03\|986518;2026-06-11\|1.99\|-2.93\|2.04\|2.16\|1.99\|908438;2026-06-12\|2.00\|0.50\|2.00\|2.03\|1.96\|681482;2026-06-15\|1.99\|-0.50\|1.99\|2.06\|1.98\|524262;2026-06-16\|1.94\|-2.51\|1.99\|1.99\|1.93\|569359;2026-06-17\|1.88\|-3.09\|1.93\|1.94\|1.87\|488786;2026-06-18\|1.85\|-1.60\|1.87\|1.88\|1.83\|257715;2026-06-22\|1.84\|-0.54\|1.84\|1.85\|1.78\|365853;2026-06-23\|1.87\|1.63\|1.83\|1.89\|1.83\|329987;2026-06-24\|1.80\|-3.74\|1.86\|1.87\|1.79\|303358;2026-06-25\|1.77\|-1.67\|1.79\|1.80\|1.75\|299604;2026-06-26\|1.72\|-2.82\|1.76\|1.78\|1.71\|316180;2026-06-29\|1.72\|0.00\|1.71\|1.74\|1.66\|288942;2026-06-30\|1.70\|-1.16\|1.71\|1.73\|1.67\|233981;2026-07-01\|1.76\|3.53\|1.70\|1.78\|1.69\|311685;2026-07-02\|1.74\|-1.14\|1.74\|1.80\|1.73\|306050;2026-07-03\|1.76\|1.15\|1.74\|1.78\|1.73\|285605;2026-07-06\|1.76\|0.00\|1.76\|1.79\|1.75\|220146;2026-07-07\|1.73\|-1.70\|1.76\|1.77\|1.71\|215576;2026-07-08\|1.75\|1.16\|1.73\|1.77\|1.72\|163972;2026-07-09\|1.75\|0.00\|1.74\|1.76\|1.72\|187350;2026-07-10\|1.82\|4.00\|1.75\|1.85\|1.73\|386842;2026-07-13\|1.79\|-1.65\|1.80\|1.83\|1.78\|235554
112821		拟60亿元布局AIDC配电+多晶硅 1、据2026年6月4日公告，公司下属企业拟在昆山投资60亿元建设大全智慧能源系统制造基地项目，从事储能系统、固态变压器、固态断路器和固态电池等产品的研发、制造与销售。 2、据2026年6月4日公告，该项目定位为服务于智算中心AIDC的下一代供配电与智慧能源集成系统制造基地，切入AIDC配电高成长赛道。 3、据2025年年报及公司亮点，公司是国内领先的高纯多晶硅专业生产商之一，2025年多晶硅产量12.3万吨，产销率达103%。	公司拟60亿元投建智慧能源系统制造基地项目，主要从事智慧能源系统解决方案及相关设备（包括储能系统、固态变压器、固态断路器和固态电池等产品）的研发、制造与销售。	2026-03-03\|23.70\|-1.54\|23.86\|24.51\|23.40\|153705;2026-03-04\|22.94\|-3.21\|23.49\|23.49\|22.68\|120072;2026-03-05\|22.92\|-0.09\|23.19\|23.40\|22.80\|93066;2026-03-06\|23.01\|0.39\|22.66\|23.22\|22.49\|76048;2026-03-09\|23.39\|1.65\|22.74\|23.63\|22.57\|150474;2026-03-10\|23.43\|0.17\|23.30\|23.52\|23.10\|99542;2026-03-11\|23.69\|1.11\|23.31\|24.07\|23.20\|151304;2026-03-12\|24.05\|1.52\|23.51\|24.37\|23.31\|182431;2026-03-13\|23.80\|-1.04\|23.98\|24.50\|23.71\|168188;2026-03-16\|23.16\|-2.69\|23.86\|23.97\|23.09\|114044;2026-03-17\|23.00\|-0.69\|23.20\|23.75\|22.88\|100839;2026-03-18\|22.43\|-2.48\|23.00\|23.14\|22.20\|121961;2026-03-19\|22.22\|-0.94\|22.20\|22.60\|22.02\|96465;2026-03-20\|22.32\|0.45\|22.22\|23.33\|21.75\|167017;2026-03-23\|21.98\|-1.52\|22.34\|22.90\|21.75\|194717;2026-03-24\|22.00\|0.09\|22.21\|22.57\|21.25\|148953;2026-03-25\|21.84\|-0.73\|21.96\|22.11\|21.60\|119257;2026-03-26\|21.42\|-1.92\|21.75\|22.03\|21.40\|91510;2026-03-27\|21.85\|2.01\|21.02\|22.01\|21.02\|94105;2026-03-30\|21.68\|-0.78\|21.90\|22.03\|21.11\|140863;2026-03-31\|21.00\|-3.14\|21.45\|21.67\|20.83\|109076;2026-04-01\|21.02\|0.10\|21.17\|21.31\|20.68\|132530;2026-04-02\|20.64\|-1.81\|20.99\|21.14\|20.39\|112760;2026-04-03\|20.26\|-1.84\|20.50\|20.61\|20.11\|88014;2026-04-07\|20.29\|0.15\|20.20\|20.48\|20.03\|82222;2026-04-08\|20.89\|2.96\|20.54\|20.99\|20.42\|118360;2026-04-09\|20.42\|-2.25\|20.78\|20.78\|20.35\|77487;2026-04-10\|20.80\|1.86\|20.57\|21.03\|20.47\|102010;2026-04-13\|22.45\|7.93\|20.87\|23.33\|20.68\|307473;2026-04-14\|22.00\|-2.00\|22.03\|22.31\|21.73\|223864;2026-04-15\|21.90\|-0.45\|22.04\|22.22\|21.80\|121753;2026-04-16\|22.59\|3.15\|22.16\|22.77\|22.01\|167769;2026-04-17\|22.24\|-1.55\|22.35\|22.50\|22.07\|135413;2026-04-20\|23.28\|4.68\|22.35\|23.86\|22.10\|243172;2026-04-21\|23.22\|-0.26\|23.99\|24.83\|23.09\|276926;2026-04-22\|23.29\|0.30\|22.90\|23.68\|22.61\|203376;2026-04-23\|23.34\|0.21\|23.87\|24.30\|22.92\|287625;2026-04-24\|22.90\|-1.89\|23.22\|23.43\|22.61\|213659;2026-04-27\|22.56\|-1.48\|22.46\|22.70\|22.12\|135810;2026-04-28\|22.27\|-1.29\|22.43\|22.78\|22.14\|124020;2026-04-29\|22.96\|3.10\|22.11\|23.06\|21.91\|177063;2026-04-30\|22.25\|-3.09\|22.21\|22.49\|21.55\|247154;2026-05-06\|22.26\|0.04\|22.30\|22.65\|22.16\|197388;2026-05-07\|22.97\|3.19\|22.66\|23.61\|22.55\|283892;2026-05-08\|22.69\|-1.22\|22.50\|22.92\|22.36\|186275;2026-05-11\|22.93\|1.06\|22.51\|23.15\|22.50\|165906;2026-05-12\|22.30\|-2.75\|22.80\|23.04\|22.28\|185746;2026-05-13\|23.09\|3.54\|22.20\|23.22\|22.15\|206971;2026-05-14\|22.36\|-3.16\|23.32\|23.51\|22.33\|197726;2026-05-15\|21.19\|-5.23\|22.30\|22.50\|20.79\|267407;2026-05-18\|21.38\|0.90\|21.02\|21.59\|20.71\|153207;2026-05-19\|21.22\|-0.75\|21.23\|21.54\|20.70\|131918;2026-05-20\|21.49\|1.27\|21.02\|21.96\|20.94\|198073;2026-05-21\|20.35\|-5.30\|21.73\|22.18\|20.31\|183895;2026-05-22\|20.65\|1.47\|20.44\|20.81\|20.03\|147523;2026-05-25\|19.89\|-3.68\|20.45\|20.55\|19.75\|167857;2026-05-26\|19.52\|-1.86\|19.75\|19.95\|19.20\|152658;2026-05-27\|19.48\|-0.20\|19.65\|20.37\|19.14\|185897;2026-05-28\|19.41\|-0.36\|19.29\|19.44\|18.81\|147273;2026-05-29\|19.47\|0.31\|19.40\|20.50\|18.90\|273927;2026-06-01\|19.55\|0.41\|19.45\|19.93\|19.25\|200420;2026-06-02\|18.78\|-3.94\|19.54\|19.62\|18.46\|177602;2026-06-03\|18.72\|-0.32\|18.70\|19.07\|18.45\|132219;2026-06-04\|22.46\|19.98\|19.16\|22.46\|19.15\|511966;2026-06-05\|20.41\|-9.13\|22.19\|22.38\|20.31\|536620;2026-06-08\|20.88\|2.30\|20.32\|22.66\|20.32\|471920;2026-06-09\|20.43\|-2.16\|21.11\|21.20\|20.11\|242984;2026-06-10\|20.13\|-1.47\|20.00\|20.37\|19.25\|269437;2026-06-11\|21.91\|8.84\|20.51\|22.05\|20.51\|439770;2026-06-12\|20.95\|-4.38\|22.49\|23.06\|20.78\|457385;2026-06-15\|20.92\|-0.14\|20.35\|21.37\|20.01\|349247;2026-06-16\|21.02\|0.48\|20.75\|21.30\|20.34\|295861;2026-06-17\|19.97\|-5.00\|20.63\|20.70\|19.76\|311684;2026-06-18\|19.20\|-3.86\|19.69\|20.15\|19.15\|235667;2026-06-22\|19.89\|3.59\|19.33\|20.13\|18.83\|281252;2026-06-23\|18.92\|-4.88\|19.51\|19.69\|18.80\|224304;2026-06-24\|18.00\|-4.86\|18.99\|18.99\|17.77\|236555;2026-06-25\|17.79\|-1.17\|17.96\|18.27\|17.55\|185009;2026-06-26\|17.46\|-1.85\|17.77\|18.36\|17.46\|164476;2026-06-29\|17.25\|-1.20\|17.34\|17.59\|17.07\|148126;2026-06-30\|17.43\|1.04\|17.37\|17.60\|17.22\|142433;2026-07-01\|17.98\|3.16\|17.35\|18.30\|17.15\|179730;2026-07-02\|17.49\|-2.73\|17.89\|17.93\|17.48\|175551;2026-07-03\|17.16\|-1.89\|17.53\|17.68\|17.15\|124696;2026-07-06\|16.95\|-1.22\|17.09\|17.34\|16.92\|97988;2026-07-07\|16.96\|0.06\|17.08\|17.22\|16.92\|96858;2026-07-08\|16.06\|-5.31\|17.02\|17.05\|16.04\|145333;2026-07-09\|16.20\|0.87\|16.07\|16.28\|15.67\|135974;2026-07-10\|16.52\|1.98\|16.37\|17.00\|16.30\|142216;2026-07-13\|15.53\|-5.99\|16.50\|16.50\|15.39\|13207126
112820	行业估值处于历史低位	端午消费+IP经济+烘焙食品 1、据2026年6月8日投资者关系活动记录表，2026年端午季处于88折活动热卖期间，公司推出了雪龙粽、雪冰粽、松茸菌菇粽、台湾风味肉粽等多款粽子产品及端午礼盒，以及米布丁、薄荷巧克力等创新口味。 2、据2026年6月4日互动易，公司已与中华熊猫、梦龙等品牌联名推出团团圆圆蛋糕、元梦丝巧蛋糕等产品；据2025年8月27日公告，公司联合“中华熊猫”IP推出联名蛋糕产品。 3、据2025年年报，公司属于“糕点、面包制造”子行业，旗下拥有蛋糕、中西式糕点、礼盒包含月饼、粽子等等多种产品系列，是中国烘焙食品领域知名企业。	烘焙连锁龙头企业，实控人为中国台湾籍	2026-03-03\|12.90\|-1.98\|13.12\|13.29\|12.90\|44142;2026-03-04\|12.69\|-1.63\|12.87\|12.87\|12.52\|37257;2026-03-05\|12.62\|-0.55\|12.79\|12.84\|12.56\|26871;2026-03-06\|12.97\|2.77\|12.62\|12.99\|12.53\|33314;2026-03-09\|12.80\|-1.31\|12.97\|13.03\|12.78\|23807;2026-03-10\|13.02\|1.72\|12.89\|13.04\|12.82\|23981;2026-03-11\|12.93\|-0.69\|13.01\|13.05\|12.84\|17565;2026-03-12\|12.82\|-0.85\|12.93\|12.98\|12.78\|22086;2026-03-13\|12.77\|-0.39\|12.86\|12.93\|12.70\|30486;2026-03-16\|12.79\|0.16\|12.73\|12.89\|12.68\|26384;2026-03-17\|12.63\|-1.25\|12.79\|12.89\|12.62\|24618;2026-03-18\|12.74\|0.87\|12.68\|12.77\|12.56\|21003;2026-03-19\|12.47\|-2.12\|12.65\|12.76\|12.41\|33934;2026-03-20\|12.12\|-2.81\|12.44\|12.52\|12.11\|37591;2026-03-23\|11.41\|-5.86\|12.00\|12.10\|11.40\|59200;2026-03-24\|11.80\|3.42\|11.62\|11.83\|11.52\|38365;2026-03-25\|11.91\|0.93\|11.80\|12.00\|11.73\|26991;2026-03-26\|11.84\|-0.59\|11.91\|12.09\|11.77\|23869;2026-03-27\|11.94\|0.84\|11.80\|11.97\|11.70\|30284;2026-03-30\|12.58\|5.36\|12.00\|12.87\|12.00\|112207;2026-03-31\|12.47\|-0.87\|12.58\|12.78\|12.42\|72097;2026-04-01\|12.87\|3.21\|12.65\|12.95\|12.61\|68239;2026-04-02\|12.93\|0.47\|12.89\|13.06\|12.81\|49668;2026-04-03\|12.88\|-0.39\|12.98\|13.02\|12.57\|54499;2026-04-07\|12.93\|0.39\|12.91\|13.24\|12.82\|70627;2026-04-08\|13.00\|0.54\|13.05\|13.18\|12.95\|59860;2026-04-09\|13.12\|0.92\|13.03\|13.15\|12.86\|49948;2026-04-10\|13.23\|0.84\|13.12\|13.40\|13.00\|69850;2026-04-13\|13.06\|-1.28\|13.22\|13.29\|12.98\|45615;2026-04-14\|13.16\|0.77\|13.13\|13.19\|12.96\|37449;2026-04-15\|13.24\|0.61\|13.14\|13.35\|12.98\|49846;2026-04-16\|13.33\|0.68\|13.26\|13.35\|13.18\|36469;2026-04-17\|13.12\|-1.58\|13.26\|13.32\|13.08\|33348;2026-04-20\|13.40\|2.13\|13.27\|13.61\|13.22\|62489;2026-04-21\|13.75\|2.61\|13.40\|13.82\|13.35\|70929;2026-04-22\|13.65\|-0.73\|13.70\|13.75\|13.50\|35327;2026-04-23\|13.54\|-0.81\|13.61\|13.68\|13.44\|33971;2026-04-24\|13.37\|-1.26\|13.56\|13.56\|13.25\|43714;2026-04-27\|12.34\|-7.70\|12.41\|12.63\|12.03\|154782;2026-04-28\|12.38\|0.32\|12.20\|12.77\|12.20\|75206;2026-04-29\|12.59\|1.70\|12.35\|12.72\|12.31\|49587;2026-04-30\|12.77\|1.43\|12.55\|12.79\|12.55\|38697;2026-05-06\|12.39\|-2.98\|12.78\|12.80\|12.28\|72733;2026-05-07\|12.12\|-2.18\|12.39\|12.49\|12.12\|55438;2026-05-08\|12.34\|1.82\|12.13\|12.39\|12.10\|37066;2026-05-11\|12.30\|-0.32\|12.35\|12.36\|12.15\|40759;2026-05-12\|12.33\|0.24\|12.31\|12.44\|12.08\|46206;2026-05-13\|12.26\|-0.57\|12.34\|12.34\|12.18\|41914;2026-05-14\|12.02\|-1.96\|12.29\|12.29\|11.99\|37627;2026-05-15\|11.88\|-1.16\|12.06\|12.06\|11.79\|34139;2026-05-18\|11.86\|-0.17\|12.06\|12.11\|11.65\|42196;2026-05-19\|11.96\|0.84\|11.85\|11.99\|11.75\|23493;2026-05-20\|11.95\|-0.08\|11.96\|11.96\|11.84\|24560;2026-05-21\|11.60\|-2.93\|12.01\|12.01\|11.58\|73576;2026-05-22\|11.04\|0.36\|11.03\|11.09\|10.76\|51754;2026-05-25\|10.90\|-1.27\|11.11\|11.16\|10.84\|30678;2026-05-26\|10.83\|-0.64\|10.88\|10.93\|10.71\|24304;2026-05-27\|10.55\|-2.59\|10.80\|10.81\|10.43\|29234;2026-05-28\|10.46\|-0.85\|10.45\|10.61\|10.32\|22209;2026-05-29\|10.50\|0.38\|10.46\|10.67\|10.43\|28118;2026-06-01\|11.12\|5.90\|10.53\|11.16\|10.43\|41396;2026-06-02\|10.87\|-2.25\|11.10\|11.10\|10.74\|28556;2026-06-03\|11.96\|10.03\|10.90\|11.96\|10.90\|158905;2026-06-04\|12.10\|1.17\|11.91\|13.16\|11.77\|325255;2026-06-05\|12.19\|0.74\|12.05\|12.60\|11.43\|278928;2026-06-08\|11.27\|-7.55\|11.80\|11.99\|11.25\|145266;2026-06-09\|11.14\|-1.15\|11.31\|11.31\|10.76\|103996;2026-06-10\|12.25\|9.96\|11.03\|12.25\|10.96\|82260;2026-06-11\|13.08\|6.78\|12.27\|13.44\|12.15\|309088;2026-06-12\|12.52\|-4.28\|12.68\|13.00\|12.37\|171704;2026-06-15\|13.14\|4.95\|12.52\|13.27\|12.28\|180390;2026-06-16\|13.49\|2.66\|13.07\|13.53\|12.90\|137088;2026-06-17\|13.59\|0.74\|13.49\|14.09\|13.12\|164630;2026-06-18\|13.12\|-3.46\|13.55\|13.84\|13.06\|103336;2026-06-22\|13.00\|-0.91\|13.08\|13.22\|12.65\|88238;2026-06-23\|13.13\|1.00\|13.00\|14.02\|12.97\|109641;2026-06-24\|12.32\|-6.17\|13.10\|13.19\|12.21\|82320;2026-06-25\|12.29\|-0.24\|12.39\|12.79\|12.08\|97003;2026-06-26\|12.45\|1.30\|12.29\|12.68\|11.48\|107874;2026-06-29\|13.02\|4.58\|12.66\|13.70\|12.66\|182397;2026-06-30\|12.78\|-1.84\|13.46\|13.46\|11.96\|163404;2026-07-01\|12.69\|-0.70\|12.74\|12.94\|12.22\|92473;2026-07-02\|13.07\|2.99\|12.60\|13.55\|12.49\|120412;2026-07-03\|13.11\|0.31\|13.14\|13.36\|12.95\|71656;2026-07-06\|12.80\|-2.36\|13.02\|13.16\|12.53\|65582;2026-07-07\|12.32\|-3.75\|12.80\|12.89\|12.20\|51746;2026-07-08\|12.13\|-1.54\|12.37\|12.37\|12.00\|38726;2026-07-09\|12.23\|0.82\|12.12\|12.31\|11.93\|40678;2026-07-10\|12.31\|0.65\|12.15\|12.47\|11.90\|40645;2026-07-13\|11.34\|-7.88\|11.99\|12.17\|11.25\|79141
112819	行业估值处于历史低位	百货零售+商业不动产REITs+商管行业原因：据新华社，5月28日，国务院印发《城市更新“十五五”规划》。据多家机构测算，“十五五”期间城市更新市场总容量预计达15万亿元至20万亿元。这一政策红利将全面激活相关产业链，带来长期投资机遇。公司原因： 1、据2026年5月27日上交所网站，红土创新茂业封闭式商业不动产证券投资基金项目状态更新为“已反馈”；据2026年4月28日公告，公司持续推进商业不动产公募REITs申报发行工作，底层资产为成都茂业中心C塔写字楼物业。 2、据2025年3月27日年报及2025年年度报告，公司专注商业零售，拥有“茂业天地”“仁和春天”等品牌矩阵，门店覆盖深圳、成都、呼和浩特等核心城市，在呼和浩特等区域市场份额稳居前列。 3、据2025年年度报告，公司开拓商管新赛道，年内承接深圳罗湖中心地段一大型商业综合体商管委托并助其开业运营，推动轻资产模式规模化落地。	呼和浩特零售市场龙头，旗下深圳地区的所有门店和成都地区的人东店、光华店为离境退税店	2026-03-03\|5.92\|0.51\|5.85\|6.09\|5.85\|436695;2026-03-04\|5.94\|0.34\|5.72\|5.99\|5.62\|366765;2026-03-05\|6.53\|9.93\|6.02\|6.53\|5.97\|654114;2026-03-06\|6.40\|-1.99\|6.45\|6.58\|6.36\|664489;2026-03-09\|6.37\|-0.47\|6.27\|6.50\|6.27\|383267;2026-03-10\|6.48\|1.73\|6.42\|6.57\|6.25\|631603;2026-03-11\|6.36\|-1.85\|6.42\|6.52\|6.33\|367062;2026-03-12\|6.26\|-1.57\|6.34\|6.42\|6.24\|263973;2026-03-13\|6.07\|-3.04\|6.21\|6.34\|6.05\|322418;2026-03-16\|6.19\|1.98\|6.15\|6.25\|6.06\|278771;2026-03-17\|6.00\|-3.07\|6.13\|6.24\|5.99\|229124;2026-03-18\|5.88\|-2.00\|5.98\|6.04\|5.80\|258251;2026-03-19\|5.81\|-1.19\|5.89\|5.99\|5.74\|324775;2026-03-20\|5.53\|-4.82\|5.72\|5.84\|5.52\|256507;2026-03-23\|5.35\|-3.25\|5.45\|5.56\|5.31\|259331;2026-03-24\|5.54\|3.55\|5.46\|5.61\|5.38\|288813;2026-03-25\|5.61\|1.26\|5.50\|5.64\|5.50\|231663;2026-03-26\|5.47\|-2.50\|5.55\|5.62\|5.37\|274790;2026-03-27\|5.45\|-0.37\|5.37\|5.49\|5.32\|168910;2026-03-30\|5.46\|0.18\|5.31\|5.56\|5.30\|194643;2026-03-31\|5.33\|-2.38\|5.47\|5.62\|5.33\|218131;2026-04-01\|5.28\|-0.94\|5.42\|5.43\|5.21\|233522;2026-04-02\|5.14\|-2.65\|5.27\|5.27\|5.08\|205845;2026-04-03\|4.99\|-2.92\|5.17\|5.17\|4.95\|182811;2026-04-07\|5.13\|2.81\|5.09\|5.14\|4.99\|170119;2026-04-08\|5.30\|3.31\|5.19\|5.30\|5.17\|184861;2026-04-09\|5.20\|-1.89\|5.23\|5.25\|5.09\|159562;2026-04-10\|5.16\|-0.77\|5.24\|5.24\|5.14\|134895;2026-04-13\|5.18\|0.39\|5.15\|5.19\|5.11\|114202;2026-04-14\|5.23\|0.97\|5.24\|5.26\|5.13\|149962;2026-04-15\|5.16\|-1.34\|5.21\|5.26\|5.13\|163574;2026-04-16\|5.24\|1.55\|5.15\|5.30\|5.13\|153619;2026-04-17\|5.28\|0.76\|5.20\|5.33\|5.16\|197075;2026-04-20\|5.21\|-1.33\|5.25\|5.26\|5.14\|173055;2026-04-21\|5.20\|-0.19\|5.27\|5.32\|5.11\|231680;2026-04-22\|5.16\|-0.77\|5.13\|5.30\|5.10\|170406;2026-04-23\|5.14\|-0.39\|5.15\|5.19\|5.08\|190840;2026-04-24\|5.03\|-2.14\|5.09\|5.13\|4.97\|154683;2026-04-27\|5.15\|2.39\|5.00\|5.20\|4.95\|202365;2026-04-28\|5.09\|-1.17\|5.13\|5.13\|4.95\|184021;2026-04-29\|5.02\|-1.38\|5.00\|5.09\|4.97\|123461;2026-04-30\|5.00\|-0.40\|5.05\|5.09\|4.98\|135527;2026-05-06\|5.05\|1.00\|5.04\|5.05\|4.95\|209333;2026-05-07\|4.99\|-1.19\|5.05\|5.07\|4.92\|242483;2026-05-08\|5.05\|1.20\|5.05\|5.10\|4.92\|319877;2026-05-11\|5.06\|0.20\|5.10\|5.12\|5.03\|186384;2026-05-12\|4.99\|-1.38\|5.09\|5.27\|4.96\|344799;2026-05-13\|4.92\|-1.40\|4.98\|5.01\|4.85\|271830;2026-05-14\|4.76\|-3.25\|5.00\|5.00\|4.76\|250076;2026-05-15\|4.65\|-2.31\|4.70\|4.75\|4.64\|180474;2026-05-18\|4.69\|0.86\|4.64\|4.69\|4.60\|144862;2026-05-19\|4.62\|-1.49\|4.65\|4.70\|4.52\|158314;2026-05-20\|4.50\|-2.60\|4.62\|4.62\|4.46\|154462;2026-05-21\|4.39\|-2.44\|4.50\|4.55\|4.34\|169382;2026-05-22\|4.38\|-0.23\|4.40\|4.43\|4.32\|133560;2026-05-25\|4.45\|1.60\|4.39\|4.45\|4.31\|125330;2026-05-26\|4.36\|-2.02\|4.40\|4.53\|4.30\|226236;2026-05-27\|4.39\|0.69\|4.36\|4.44\|4.26\|325111;2026-05-28\|4.21\|-4.10\|4.32\|4.35\|4.18\|212080;2026-05-29\|4.63\|9.98\|4.21\|4.63\|4.21\|265977;2026-06-01\|4.74\|2.38\|4.66\|4.83\|4.49\|670879;2026-06-02\|4.59\|-3.16\|4.65\|4.78\|4.48\|490879;2026-06-03\|4.50\|-1.96\|4.50\|4.59\|4.41\|367094;2026-06-04\|4.95\|10.00\|4.51\|4.95\|4.50\|307587;2026-06-05\|5.13\|3.64\|4.92\|5.45\|4.84\|1039803;2026-06-08\|4.81\|-6.24\|4.92\|5.23\|4.80\|884881;2026-06-09\|4.56\|-5.20\|4.81\|4.92\|4.47\|579988;2026-06-10\|4.23\|-7.24\|4.51\|4.55\|4.18\|505747;2026-06-11\|3.98\|-5.91\|4.18\|4.45\|3.92\|504160;2026-06-12\|3.99\|0.25\|3.95\|4.09\|3.86\|423244;2026-06-15\|4.10\|2.76\|3.96\|4.39\|3.96\|703573;2026-06-16\|4.12\|0.49\|4.14\|4.18\|4.00\|528205;2026-06-17\|3.95\|-4.13\|4.12\|4.14\|3.93\|378397;2026-06-18\|3.78\|-4.30\|3.95\|3.96\|3.78\|339183;2026-06-22\|3.80\|0.53\|3.75\|3.81\|3.68\|285022;2026-06-23\|3.80\|0.00\|3.76\|3.90\|3.76\|255922;2026-06-24\|3.58\|-5.79\|3.81\|3.83\|3.56\|253452;2026-06-25\|3.62\|1.12\|3.58\|3.66\|3.52\|212208;2026-06-26\|3.49\|-3.59\|3.64\|3.65\|3.48\|185339;2026-06-29\|3.55\|1.72\|3.46\|3.76\|3.38\|318233;2026-06-30\|3.58\|0.85\|3.53\|3.59\|3.42\|200623;2026-07-01\|3.68\|2.79\|3.58\|3.72\|3.56\|260927;2026-07-02\|3.66\|-0.54\|3.66\|3.82\|3.62\|290527;2026-07-03\|3.70\|1.09\|3.66\|3.73\|3.61\|260718;2026-07-06\|3.62\|-2.16\|3.68\|3.73\|3.59\|158243;2026-07-07\|3.49\|-3.59\|3.60\|3.62\|3.48\|156689;2026-07-08\|3.47\|-0.57\|3.53\|3.54\|3.44\|138320;2026-07-09\|3.49\|0.58\|3.46\|3.52\|3.41\|172016;2026-07-10\|3.63\|4.01\|3.49\|3.70\|3.46\|269168;2026-07-13\|3.49\|-3.86\|3.64\|3.67\|3.47\|188745
112818	行业估值处于历史低位	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
112817	行业估值处于历史低位	发制品+跨境电商+人形机器人+股东间接参投黄河信产 1、据2026年4月29日年报，公司是国内发制品行业中生产规模和出口规模均领先的企业，主营业务为发制品的研发、生产与销售，系国家制造业“单项冠军企业”。公司跨境电商业务稳步发展，跨境独立站聚焦产品结构优化与转化效率提升，销售业绩大幅增长，拉动美洲市场收入增长。 2、据2025年5月22日互动易，公司假发产品已用于数字华夏深圳科技有限公司旗下展示的人形机器人“夏澜”，并探索AI新零售场景应用。 3、此前据2024年11月6日异动公告，公司近期关注到股吧、媒体平台关于公司控股股东持有黄河科技集团信息产业发展有限公司（以下简称“黄河信产”）股权的讨论。公司控股股东持有许昌瑞东电子科技有限责任公司(以下简称“许昌瑞东”)60%的股权，许昌瑞东持有黄河信产40%的股权，上市公司未持有黄河信产股权，与黄河信产无业务往来。	国内发制品龙头	2026-03-03\|2.69\|-2.18\|2.74\|2.78\|2.68\|212218;2026-03-04\|2.66\|-1.12\|2.67\|2.69\|2.63\|173247;2026-03-05\|2.69\|1.13\|2.67\|2.71\|2.66\|114628;2026-03-06\|2.74\|1.86\|2.68\|2.75\|2.68\|124824;2026-03-09\|2.72\|-0.73\|2.73\|2.74\|2.70\|122131;2026-03-10\|2.75\|1.10\|2.73\|2.76\|2.72\|95408;2026-03-11\|2.73\|-0.73\|2.75\|2.76\|2.72\|88664;2026-03-12\|2.73\|0.00\|2.74\|2.75\|2.72\|94208;2026-03-13\|2.73\|0.00\|2.72\|2.76\|2.72\|135643;2026-03-16\|2.74\|0.37\|2.73\|2.77\|2.71\|121935;2026-03-17\|2.75\|0.36\|2.74\|2.81\|2.73\|188222;2026-03-18\|2.73\|-0.73\|2.74\|2.76\|2.70\|147243;2026-03-19\|2.66\|-2.56\|2.72\|2.74\|2.66\|162654;2026-03-20\|2.57\|-3.38\|2.66\|2.69\|2.57\|191677;2026-03-23\|2.44\|-5.06\|2.53\|2.54\|2.42\|184003;2026-03-24\|2.54\|4.10\|2.50\|2.55\|2.44\|177636;2026-03-25\|2.61\|2.76\|2.55\|2.62\|2.55\|149092;2026-03-26\|2.56\|-1.92\|2.60\|2.64\|2.55\|122137;2026-03-27\|2.59\|1.17\|2.55\|2.61\|2.54\|112049;2026-03-30\|2.61\|0.77\|2.57\|2.62\|2.54\|120611;2026-03-31\|2.58\|-1.15\|2.60\|2.66\|2.57\|140284;2026-04-01\|2.59\|0.39\|2.63\|2.64\|2.57\|100279;2026-04-02\|2.54\|-1.93\|2.59\|2.60\|2.53\|105285;2026-04-03\|2.46\|-3.15\|2.55\|2.56\|2.45\|124619;2026-04-07\|2.52\|2.44\|2.46\|2.54\|2.45\|122002;2026-04-08\|2.59\|2.78\|2.56\|2.60\|2.53\|134384;2026-04-09\|2.51\|-3.09\|2.58\|2.59\|2.50\|134794;2026-04-10\|2.53\|0.80\|2.52\|2.57\|2.52\|109906;2026-04-13\|2.55\|0.79\|2.53\|2.56\|2.50\|101940;2026-04-14\|2.54\|-0.39\|2.57\|2.57\|2.50\|116013;2026-04-15\|2.49\|-1.97\|2.54\|2.55\|2.49\|108648;2026-04-16\|2.58\|3.61\|2.49\|2.65\|2.49\|380198;2026-04-17\|2.53\|-1.94\|2.58\|2.58\|2.50\|222095;2026-04-20\|2.52\|-0.40\|2.52\|2.54\|2.48\|167393;2026-04-21\|2.51\|-0.40\|2.53\|2.54\|2.49\|149092;2026-04-22\|2.48\|-1.20\|2.50\|2.50\|2.47\|136338;2026-04-23\|2.45\|-1.21\|2.49\|2.49\|2.44\|117041;2026-04-24\|2.50\|2.04\|2.44\|2.54\|2.43\|168275;2026-04-27\|2.54\|1.60\|2.48\|2.56\|2.44\|264147;2026-04-28\|2.56\|0.79\|2.54\|2.59\|2.52\|179094;2026-04-29\|2.62\|2.34\|2.54\|2.63\|2.54\|264064;2026-04-30\|2.62\|0.00\|2.62\|2.65\|2.60\|158831;2026-05-06\|2.65\|1.15\|2.63\|2.66\|2.60\|218024;2026-05-07\|2.62\|-1.13\|2.65\|2.67\|2.60\|200564;2026-05-08\|2.64\|0.76\|2.63\|2.66\|2.61\|168458;2026-05-11\|2.71\|2.65\|2.64\|2.74\|2.60\|379485;2026-05-12\|2.64\|-2.58\|2.70\|2.71\|2.63\|223810;2026-05-13\|2.62\|-0.76\|2.65\|2.66\|2.60\|135775;2026-05-14\|2.60\|-0.76\|2.64\|2.69\|2.59\|247604;2026-05-15\|2.58\|-0.77\|2.60\|2.62\|2.56\|158295;2026-05-18\|2.55\|-1.16\|2.58\|2.58\|2.49\|170518;2026-05-19\|2.60\|1.96\|2.55\|2.62\|2.55\|181247;2026-05-20\|2.49\|-4.23\|2.60\|2.60\|2.47\|222469;2026-05-21\|2.45\|-1.61\|2.49\|2.54\|2.42\|191303;2026-05-22\|2.44\|-0.41\|2.46\|2.46\|2.41\|121755;2026-05-25\|2.49\|2.05\|2.43\|2.54\|2.43\|193726;2026-05-26\|2.40\|-3.61\|2.49\|2.49\|2.38\|178627;2026-05-27\|2.34\|-2.50\|2.39\|2.40\|2.30\|170265;2026-05-28\|2.35\|0.43\|2.33\|2.38\|2.31\|111171;2026-05-29\|2.35\|0.00\|2.35\|2.42\|2.34\|156827;2026-06-01\|2.45\|4.26\|2.34\|2.46\|2.28\|252677;2026-06-02\|2.38\|-2.86\|2.45\|2.45\|2.36\|174368;2026-06-03\|2.62\|10.08\|2.39\|2.62\|2.38\|585625;2026-06-04\|2.88\|9.92\|2.70\|2.88\|2.70\|971028;2026-06-05\|2.64\|-8.33\|2.83\|2.84\|2.63\|1345791;2026-06-08\|2.57\|-2.65\|2.64\|2.73\|2.54\|822065;2026-06-09\|2.48\|-3.50\|2.61\|2.61\|2.42\|622195;2026-06-10\|2.35\|-5.24\|2.45\|2.50\|2.32\|525646;2026-06-11\|2.27\|-3.40\|2.31\|2.36\|2.25\|439674;2026-06-12\|2.27\|0.00\|2.28\|2.30\|2.18\|473320;2026-06-15\|2.26\|-0.44\|2.27\|2.34\|2.24\|355179;2026-06-16\|2.24\|-0.89\|2.26\|2.26\|2.19\|262527;2026-06-17\|2.20\|-1.79\|2.23\|2.24\|2.19\|190825;2026-06-18\|2.15\|-2.27\|2.19\|2.20\|2.15\|209998;2026-06-22\|2.16\|0.47\|2.16\|2.18\|2.07\|309494;2026-06-23\|2.18\|0.93\|2.15\|2.23\|2.14\|266338;2026-06-24\|2.08\|-4.59\|2.19\|2.20\|2.07\|262441;2026-06-25\|2.13\|2.40\|2.08\|2.28\|2.08\|311047;2026-06-26\|2.03\|-4.69\|2.10\|2.13\|2.03\|232601;2026-06-29\|2.04\|0.49\|2.02\|2.06\|1.97\|170525;2026-06-30\|2.11\|3.43\|2.04\|2.21\|2.00\|311969;2026-07-01\|2.19\|3.79\|2.07\|2.25\|2.07\|347389;2026-07-02\|2.16\|-1.37\|2.20\|2.23\|2.14\|204925;2026-07-03\|2.24\|3.70\|2.16\|2.28\|2.14\|345606;2026-07-06\|2.17\|-3.12\|2.24\|2.25\|2.16\|192890;2026-07-07\|2.09\|-3.69\|2.16\|2.17\|2.09\|167972;2026-07-08\|2.14\|2.39\|2.08\|2.15\|2.07\|177110;2026-07-09\|2.11\|-1.40\|2.13\|2.15\|2.08\|120894;2026-07-10\|2.17\|2.84\|2.10\|2.20\|2.07\|252574;2026-07-13\|2.10\|-3.23\|2.17\|2.17\|2.08\|183187
112816	英伟达发布新AI模型Nemotron 3 Ultra；MiniMax启动A股IPO辅导备案	商业航天+AI数据库+GPU-Native 行业原因： 1、据上海证券报1月10日报道，我国2025年12月向ITU申报超20万颗卫星频轨资源，规模空前。 2、据证券时报，当地时间1月9日，美国联邦通信委员会批准下一代卫星星座计划，授权SpaceX在现有已部署8000颗卫星的基础上，增加部署运营7500颗第二代星链卫星，全球获批在轨运行的二代卫星总数超1.5万颗。公司原因： 1、据2024年5月21日官微，公司冠名我国首颗商业红外气象卫星“星环号·南信大星”，该卫星将用于山火监测、能源电力等场景，受益商业航天概念热度。 2、据2025年12月17日东吴证券研报，公司GPU-Native数据库布局领先，被IDC评为向量数据库代表厂商，预计2025-2027年营收4.26/4.88/5.83亿元，首获“买入”评级。 3、据2025年半年报，分布式图数据库StellarDB6.0，针对部分高并发短查询场景中大幅提升性能，同时也支持MCP协议，赋能外部应用便捷访问和检索。公司的数据云平台TDC5.1支持异构算力融合，对多个异构GPU集群实现统一的池化管理，并进一步升级模型调度能力，对不同尺寸的模型进行统一调度管理。 4、据2025年4月26日年报，公司专注大数据基础软件，打造“Data×AI”产品矩阵，提供多模态知识平台及大模型运营平台，服务金融、政府、能源等行业。	向量数据库龙头；公司的大模型运营平台Sophon LLMOps中包含语料开发与管理工具，赋能政企客户构建专属大模型和智能体	2026-03-03\|194.00\|-16.77\|229.00\|233.00\|193.00\|104444;2026-03-04\|186.01\|-4.12\|189.63\|197.93\|185.05\|61646;2026-03-05\|223.21\|20.00\|191.84\|223.21\|183.65\|132389;2026-03-06\|253.00\|13.35\|223.22\|255.00\|223.22\|119520;2026-03-09\|240.99\|-4.75\|245.00\|253.00\|223.50\|134842;2026-03-10\|255.00\|5.81\|248.00\|264.88\|225.18\|133038;2026-03-11\|241.61\|-5.25\|255.00\|255.25\|239.00\|70174;2026-03-12\|229.83\|-4.88\|239.20\|248.50\|226.06\|60644;2026-03-13\|219.52\|-4.49\|229.50\|231.88\|219.52\|51217;2026-03-16\|224.00\|2.04\|218.66\|229.00\|209.60\|66267;2026-03-17\|179.20\|-20.00\|223.68\|223.68\|179.20\|152263;2026-03-18\|179.97\|0.43\|177.00\|181.67\|166.00\|128454;2026-03-19\|160.50\|-10.82\|169.00\|170.98\|159.50\|115843;2026-03-20\|150.89\|-5.99\|163.00\|164.49\|150.17\|97808;2026-03-23\|144.00\|-4.57\|142.00\|150.46\|140.11\|99173;2026-03-24\|145.37\|0.95\|146.02\|148.00\|139.58\|83144;2026-03-25\|144.00\|-0.94\|147.90\|154.97\|143.41\|109898;2026-03-26\|140.20\|-2.64\|147.00\|147.97\|138.00\|75657;2026-03-27\|143.22\|2.15\|137.00\|146.50\|136.00\|64397;2026-03-30\|142.66\|-0.39\|139.49\|144.33\|139.00\|52057;2026-03-31\|138.60\|-2.85\|141.40\|145.61\|137.79\|54059;2026-04-01\|145.92\|5.28\|143.46\|146.00\|140.00\|64297;2026-04-02\|129.30\|-11.39\|141.00\|142.71\|128.28\|110290;2026-04-03\|127.24\|-1.59\|130.80\|131.23\|125.89\|71944;2026-04-07\|126.67\|-0.45\|128.51\|129.87\|126.00\|43530;2026-04-08\|142.26\|12.31\|133.88\|142.63\|133.00\|95381;2026-04-09\|136.33\|-4.17\|139.10\|140.59\|134.30\|61256;2026-04-10\|136.16\|-0.12\|136.50\|140.50\|136.00\|50169;2026-04-13\|135.10\|-0.78\|134.01\|138.29\|133.68\|47817;2026-04-14\|140.60\|4.07\|138.00\|141.69\|137.53\|69775;2026-04-15\|136.58\|-2.86\|140.43\|144.00\|135.50\|67112;2026-04-16\|139.50\|2.14\|137.00\|142.88\|136.59\|63240;2026-04-17\|139.65\|0.11\|138.00\|143.32\|136.50\|53972;2026-04-20\|140.87\|0.87\|139.00\|143.40\|139.00\|53785;2026-04-21\|136.66\|-2.99\|139.99\|140.72\|134.69\|52998;2026-04-22\|140.94\|3.13\|136.51\|141.50\|134.30\|65771;2026-04-23\|138.71\|-1.58\|140.95\|145.50\|136.52\|64166;2026-04-24\|135.79\|-2.11\|138.33\|139.21\|134.10\|51040;2026-04-27\|135.30\|-0.36\|136.50\|138.48\|133.60\|43471;2026-04-28\|130.05\|-3.88\|135.29\|135.29\|128.42\|61881;2026-04-29\|130.83\|0.60\|129.04\|132.33\|129.00\|39623;2026-04-30\|132.00\|0.89\|132.99\|138.25\|131.98\|53312;2026-05-06\|146.80\|11.21\|133.91\|152.49\|133.91\|97008;2026-05-07\|150.41\|2.46\|149.01\|152.00\|143.53\|88164;2026-05-08\|153.60\|2.12\|158.00\|160.00\|147.77\|137784;2026-05-11\|143.86\|-6.34\|152.67\|154.50\|138.30\|145438;2026-05-12\|138.02\|-4.06\|143.52\|143.86\|136.00\|74432;2026-05-13\|136.60\|-1.03\|137.19\|138.90\|133.96\|58930;2026-05-14\|123.00\|-9.96\|139.04\|139.90\|122.95\|115270;2026-05-15\|120.71\|-1.86\|123.65\|126.80\|119.58\|67324;2026-05-18\|123.68\|2.46\|122.68\|125.55\|120.19\|51219;2026-05-19\|125.35\|1.35\|123.99\|128.31\|121.03\|58690;2026-05-20\|123.02\|-1.86\|124.10\|125.79\|121.50\|40112;2026-05-21\|133.19\|8.27\|125.00\|146.32\|124.03\|148741;2026-05-22\|133.19\|0.00\|133.00\|134.88\|126.57\|95266;2026-05-25\|125.97\|-5.42\|132.88\|134.00\|124.40\|83196;2026-05-26\|122.59\|-2.68\|124.00\|125.11\|119.66\|59525;2026-05-27\|114.31\|-6.75\|124.80\|128.08\|113.20\|76892;2026-05-28\|115.70\|1.22\|120.00\|121.60\|111.10\|85767;2026-05-29\|116.88\|1.02\|124.96\|132.64\|116.02\|130963;2026-06-01\|135.25\|15.72\|122.00\|140.26\|122.00\|197198;2026-06-02\|137.03\|1.32\|140.10\|141.00\|130.04\|158459;2026-06-03\|126.93\|-7.37\|131.02\|132.00\|124.35\|151630;2026-06-04\|152.32\|20.00\|122.40\|152.32\|119.80\|223325;2026-06-05\|134.44\|-11.74\|148.63\|150.00\|133.79\|189667;2026-06-08\|132.62\|-1.35\|127.00\|141.21\|125.63\|123033;2026-06-09\|140.58\|6.00\|138.00\|144.00\|136.04\|124993;2026-06-10\|135.88\|-3.34\|135.10\|144.88\|135.10\|114385;2026-06-11\|124.31\|-8.51\|135.00\|135.88\|123.00\|136172;2026-06-12\|128.97\|3.75\|128.00\|140.58\|126.01\|140716;2026-06-15\|129.55\|0.45\|127.00\|131.72\|126.03\|91938;2026-06-16\|125.20\|-3.36\|127.28\|128.62\|124.58\|84389;2026-06-17\|124.48\|-0.58\|123.01\|126.90\|121.89\|63721;2026-06-18\|127.35\|2.31\|123.00\|130.40\|121.20\|93929;2026-06-22\|124.06\|-2.58\|127.09\|127.15\|119.90\|85404;2026-06-23\|116.61\|-6.01\|121.28\|122.35\|115.66\|71669;2026-06-24\|121.13\|3.88\|115.66\|121.68\|113.60\|67032;2026-06-25\|115.27\|-4.84\|120.75\|122.50\|115.20\|60458;2026-06-26\|107.51\|-6.73\|114.63\|114.63\|107.51\|68940;2026-06-29\|110.30\|2.60\|108.52\|112.20\|107.40\|61499;2026-06-30\|115.18\|4.42\|110.30\|115.50\|108.30\|52399;2026-07-01\|118.01\|2.46\|114.83\|123.46\|113.00\|74547;2026-07-02\|110.66\|-6.23\|122.88\|124.00\|110.66\|71823;2026-07-03\|106.53\|-3.73\|110.13\|112.34\|106.50\|46864;2026-07-06\|101.29\|-4.92\|106.53\|107.28\|100.30\|52595;2026-07-07\|99.30\|-1.96\|102.00\|104.56\|97.45\|54490;2026-07-08\|102.36\|3.08\|100.00\|103.80\|98.28\|49513;2026-07-09\|103.85\|1.46\|101.16\|104.68\|98.70\|50723;2026-07-10\|108.06\|4.05\|102.67\|113.99\|102.60\|72283;2026-07-13\|100.58\|-6.92\|105.00\|109.10\|99.83\|4687514
112815	英伟达VR200NVL72服务器MLCC用量大增	MLPC+AI服务器+铝电解电容+薄膜电容行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月22日投资者关系活动记录表，AI和数据中心是公司当前重点布局的战略方向，公司的焊针式、引线式铝电解电容器及叠层片式固态铝电解电容器MLPC均可应用于AI服务器领域，目前持续推动客户认证和导入工作，牛角电容已批量应用于数据中心。 2、据2026年4月30日年报及6月19日风险提示公告，公司核心主营业务为研发、生产和销售铝电解电容器、薄膜电容器等，是国内铝电解电容器龙头企业之一，具备从电极箔、电解液到成品的全产业链垂直整合能力。 3、据2026年4月30日年报及6月11日业绩说明会，公司已完成对艾华新动力电容苏州有限公司100%股权的收购，子公司金属化膜产线已投产，正将薄膜电容器打造为第二业务曲线，形成铝电解与薄膜电容双赛道协同。	国内铝电解电容器行业龙头；公司的产品是AI算力硬件供电与电能管理链条中的关键基础元件，可应用在AI基础设施的各个关键部位，如服务器电源及供电保障与能源系统等	2026-03-03\|19.06\|-0.37\|19.07\|20.08\|19.00\|161249;2026-03-04\|18.86\|-1.05\|18.66\|19.34\|18.66\|76194;2026-03-05\|18.88\|0.11\|19.15\|19.38\|18.73\|54265;2026-03-06\|18.84\|-0.21\|18.71\|19.02\|18.59\|47609;2026-03-09\|18.18\|-3.50\|18.51\|18.59\|17.52\|79381;2026-03-10\|18.84\|3.63\|18.29\|18.87\|18.29\|62537;2026-03-11\|18.84\|0.00\|18.84\|19.35\|18.80\|53423;2026-03-12\|18.28\|-2.97\|18.80\|18.88\|18.10\|49619;2026-03-13\|18.23\|-0.27\|18.11\|18.45\|17.99\|45112;2026-03-16\|18.48\|1.37\|18.24\|18.49\|17.72\|54469;2026-03-17\|17.44\|-5.63\|18.49\|18.58\|17.44\|64239;2026-03-18\|18.15\|4.07\|17.44\|18.18\|17.44\|52350;2026-03-19\|17.50\|-3.58\|17.86\|17.99\|17.45\|43628;2026-03-20\|17.07\|-2.46\|17.50\|17.81\|17.05\|48763;2026-03-23\|15.63\|-8.44\|16.69\|16.75\|15.50\|85956;2026-03-24\|16.36\|4.67\|15.99\|16.40\|15.69\|62757;2026-03-25\|16.65\|1.77\|16.59\|16.92\|16.58\|36208;2026-03-26\|17.07\|2.52\|16.65\|17.61\|16.48\|98051;2026-03-27\|16.68\|-2.28\|16.80\|16.96\|16.50\|62008;2026-03-30\|16.97\|1.74\|16.42\|17.30\|16.26\|55653;2026-03-31\|16.66\|-1.83\|16.86\|17.00\|16.56\|30434;2026-04-01\|17.24\|3.48\|16.97\|17.29\|16.92\|39486;2026-04-02\|16.95\|-1.68\|17.12\|17.40\|16.80\|34291;2026-04-03\|16.82\|-0.77\|16.88\|17.20\|16.69\|35997;2026-04-07\|17.61\|4.70\|16.88\|17.75\|16.88\|52294;2026-04-08\|19.20\|9.03\|17.89\|19.35\|17.64\|126547;2026-04-09\|18.88\|-1.67\|19.00\|19.26\|18.78\|73678;2026-04-10\|18.74\|-0.74\|19.02\|19.14\|18.65\|47817;2026-04-13\|18.90\|0.85\|18.72\|19.27\|18.62\|47613;2026-04-14\|19.93\|5.45\|18.96\|20.75\|18.96\|168092;2026-04-15\|19.56\|-1.86\|19.94\|20.31\|19.48\|89701;2026-04-16\|19.51\|-0.26\|19.55\|19.76\|19.36\|75187;2026-04-17\|19.50\|-0.05\|19.48\|19.71\|19.23\|64626;2026-04-20\|19.37\|-0.67\|19.49\|19.76\|19.28\|62397;2026-04-21\|19.41\|0.21\|19.30\|19.83\|18.98\|63643;2026-04-22\|19.91\|2.58\|19.40\|20.15\|19.26\|88613;2026-04-23\|19.46\|-2.26\|20.06\|20.06\|19.34\|63439;2026-04-24\|19.45\|-0.05\|19.36\|20.12\|19.34\|81953;2026-04-27\|20.14\|3.55\|19.31\|20.14\|19.31\|87198;2026-04-28\|19.78\|-1.79\|20.00\|20.52\|19.72\|122236;2026-04-29\|19.70\|-0.40\|19.76\|19.90\|19.30\|87142;2026-04-30\|19.86\|0.81\|19.65\|20.43\|19.50\|81776;2026-05-06\|20.28\|2.11\|20.08\|20.58\|20.05\|107967;2026-05-07\|21.23\|4.68\|20.31\|21.55\|20.31\|164935;2026-05-08\|21.05\|-0.85\|21.08\|21.40\|20.71\|104237;2026-05-11\|21.32\|1.28\|21.26\|21.39\|21.04\|102501;2026-05-12\|21.05\|-1.27\|21.40\|21.69\|20.98\|112057;2026-05-13\|20.94\|-0.52\|20.70\|21.25\|20.68\|109262;2026-05-14\|20.50\|-2.10\|21.01\|21.05\|20.50\|79984;2026-05-15\|20.00\|-2.44\|20.48\|20.78\|19.85\|83071;2026-05-18\|22.00\|10.00\|19.97\|22.00\|19.85\|187688;2026-05-19\|24.20\|10.00\|22.50\|24.20\|22.01\|270869;2026-05-20\|25.71\|6.24\|24.76\|26.32\|24.36\|444457;2026-05-21\|25.84\|0.51\|25.60\|27.25\|24.62\|401253;2026-05-22\|28.42\|9.98\|26.36\|28.42\|26.31\|159994;2026-05-25\|30.70\|8.02\|31.26\|31.26\|29.00\|469758;2026-05-26\|31.75\|3.42\|29.82\|33.10\|29.01\|467472;2026-05-27\|34.93\|10.02\|31.80\|34.93\|31.80\|399352;2026-05-28\|38.42\|9.99\|35.13\|38.42\|35.13\|433565;2026-05-29\|35.81\|-6.79\|37.10\|38.29\|35.01\|414301;2026-06-01\|32.23\|-10.00\|34.47\|35.59\|32.23\|276949;2026-06-02\|31.74\|-1.52\|30.49\|33.36\|30.31\|401677;2026-06-03\|31.14\|-1.89\|31.10\|32.12\|30.45\|336864;2026-06-04\|34.25\|9.99\|30.69\|34.25\|30.50\|306082;2026-06-05\|35.50\|3.65\|34.20\|37.29\|34.02\|412821;2026-06-08\|31.95\|-10.00\|33.23\|35.90\|31.95\|256268;2026-06-09\|33.08\|3.54\|32.38\|34.10\|31.28\|281068;2026-06-10\|31.22\|-5.62\|32.80\|33.80\|30.69\|229876;2026-06-11\|30.59\|-2.02\|30.50\|31.88\|29.50\|217896;2026-06-12\|28.76\|-5.98\|31.18\|31.37\|28.48\|224107;2026-06-15\|31.18\|8.41\|29.41\|31.64\|29.17\|226413;2026-06-16\|34.30\|10.01\|31.00\|34.30\|30.99\|200624;2026-06-17\|37.73\|10.00\|34.30\|37.73\|34.30\|148209;2026-06-18\|41.50\|9.99\|40.06\|41.50\|39.62\|53717;2026-06-22\|45.65\|10.00\|44.88\|45.65\|40.81\|328161;2026-06-23\|44.42\|-2.69\|47.69\|49.29\|43.72\|426206;2026-06-24\|48.86\|10.00\|43.00\|48.86\|43.00\|182085;2026-06-25\|53.75\|10.01\|53.01\|53.75\|51.96\|99320;2026-06-26\|56.00\|4.19\|53.84\|58.00\|53.84\|376125;2026-06-29\|54.00\|-3.57\|56.00\|56.68\|51.60\|279451;2026-06-30\|52.50\|-2.78\|53.38\|53.65\|49.86\|232096;2026-07-01\|50.85\|-3.14\|54.53\|55.98\|50.58\|202755;2026-07-02\|47.63\|-5.96\|45.59\|50.84\|45.59\|194089;2026-07-03\|48.03\|0.84\|46.44\|51.31\|46.18\|177477;2026-07-06\|44.17\|-8.04\|47.07\|48.82\|43.97\|173231;2026-07-07\|42.52\|-3.74\|44.83\|44.87\|41.94\|117308;2026-07-08\|39.88\|-6.21\|43.05\|43.26\|39.78\|108834;2026-07-09\|41.50\|4.06\|41.79\|43.87\|39.02\|245970;2026-07-10\|38.30\|-7.71\|42.10\|42.51\|38.19\|243728;2026-07-13\|34.47\|-10.00\|37.03\|38.35\|34.47\|159287
112814	英伟达VR200NVL72服务器MLCC用量大增	MLCC离型膜+复合铜箔+扭亏为盈行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2026年6月11日异动公告，公司MLCC离型膜主要应用于消费电子和汽车电子用领域，因技术壁垒较高暂未涉及AI算力相关应用，该业务营收占公司整体营收比例未达1%，短期内对公司业绩影响很小。 2、据2026年5月14日业绩说明会，公司复合铜箔项目已实现量产并获得多个订单，载体铜箔也已获得多个订单；据2025年年报，复合铜箔项目已具备规模化量产条件。 3、据2026年4月28日一季报，公司一季度实现归母净利润405.80万元，同比扭亏为盈。	公司MLCC离型膜已切入国内头部客户并实现稳定供货，复合铜箔项目正常推进，受益国产替代	2026-03-03\|7.32\|-5.67\|7.92\|7.97\|7.29\|550263;2026-03-04\|7.39\|0.96\|7.21\|7.51\|7.20\|316150;2026-03-05\|7.40\|0.14\|7.55\|7.63\|7.34\|249806;2026-03-06\|7.41\|0.14\|7.36\|7.50\|7.32\|246239;2026-03-09\|7.29\|-1.62\|7.38\|7.41\|7.06\|378155;2026-03-10\|7.48\|2.61\|7.37\|7.59\|7.35\|291818;2026-03-11\|7.51\|0.40\|7.49\|7.67\|7.41\|303145;2026-03-12\|7.86\|4.66\|7.58\|8.03\|7.49\|591862;2026-03-13\|7.64\|-2.80\|7.77\|7.88\|7.59\|382699;2026-03-16\|8.05\|5.37\|7.68\|8.18\|7.65\|750067;2026-03-17\|7.93\|-1.49\|8.02\|8.12\|7.91\|544688;2026-03-18\|7.71\|-2.77\|7.94\|8.22\|7.45\|673298;2026-03-19\|7.36\|-4.54\|7.77\|7.77\|7.31\|463330;2026-03-20\|7.06\|-4.08\|7.45\|7.49\|7.05\|454420;2026-03-23\|6.60\|-6.52\|6.85\|7.04\|6.52\|404198;2026-03-24\|6.82\|3.33\|6.78\|6.88\|6.55\|352581;2026-03-25\|6.97\|2.20\|6.88\|7.09\|6.88\|330604;2026-03-26\|6.89\|-1.15\|7.00\|7.35\|6.87\|466568;2026-03-27\|7.29\|5.81\|6.85\|7.47\|6.79\|524112;2026-03-30\|7.19\|-1.37\|7.19\|7.30\|7.08\|261767;2026-03-31\|6.79\|-5.56\|7.18\|7.19\|6.78\|369547;2026-04-01\|6.88\|1.33\|6.94\|7.05\|6.82\|241584;2026-04-02\|6.76\|-1.74\|6.89\|7.01\|6.69\|260500;2026-04-03\|6.53\|-3.40\|6.79\|6.86\|6.45\|260478;2026-04-07\|6.75\|3.37\|6.55\|6.78\|6.55\|237079;2026-04-08\|6.90\|2.22\|6.89\|6.95\|6.78\|217393;2026-04-09\|6.82\|-1.16\|6.81\|6.94\|6.72\|191277;2026-04-10\|6.82\|0.00\|6.88\|6.97\|6.80\|183100;2026-04-13\|6.86\|0.59\|6.78\|6.87\|6.68\|228604;2026-04-14\|6.94\|1.17\|6.87\|6.95\|6.79\|213752;2026-04-15\|7.15\|3.03\|6.98\|7.63\|6.96\|737251;2026-04-16\|7.13\|-0.28\|7.18\|7.21\|7.03\|392966;2026-04-17\|7.46\|4.63\|7.06\|7.60\|7.05\|684671;2026-04-20\|7.65\|2.55\|7.36\|7.92\|7.36\|729360;2026-04-21\|7.84\|2.48\|7.64\|8.02\|7.57\|504249;2026-04-22\|7.85\|0.13\|7.84\|7.96\|7.73\|467608;2026-04-23\|7.54\|-3.95\|7.81\|7.84\|7.49\|517787;2026-04-24\|7.62\|1.06\|7.54\|7.73\|7.43\|351102;2026-04-27\|8.02\|5.25\|7.62\|8.05\|7.52\|499509;2026-04-28\|7.77\|-3.12\|7.83\|7.98\|7.24\|936614;2026-04-29\|7.78\|0.13\|7.72\|7.89\|7.59\|455764;2026-04-30\|7.75\|-0.39\|7.74\|8.04\|7.62\|487402;2026-05-06\|8.16\|5.29\|7.80\|8.23\|7.79\|586716;2026-05-07\|7.97\|-2.33\|8.15\|8.33\|7.90\|610491;2026-05-08\|7.89\|-1.00\|7.92\|8.06\|7.82\|367664;2026-05-11\|8.68\|10.01\|7.95\|8.68\|7.93\|612260;2026-05-12\|8.78\|1.15\|9.00\|9.29\|8.45\|1848779;2026-05-13\|8.65\|-1.48\|8.72\|8.77\|8.41\|924895;2026-05-14\|8.36\|-3.35\|8.64\|8.82\|8.36\|896995;2026-05-15\|8.39\|0.36\|8.45\|9.05\|8.36\|769429;2026-05-18\|8.69\|3.58\|8.46\|8.70\|8.24\|706948;2026-05-19\|8.95\|2.99\|8.55\|9.17\|8.37\|1016536;2026-05-20\|8.37\|-6.48\|8.94\|8.94\|8.36\|935971;2026-05-21\|8.16\|-2.51\|8.40\|9.16\|8.00\|870571;2026-05-22\|8.98\|10.05\|8.18\|8.98\|7.88\|898718;2026-05-25\|9.88\|10.02\|9.78\|9.88\|9.62\|435718;2026-05-26\|10.87\|10.02\|10.07\|10.87\|9.80\|2138613;2026-05-27\|10.75\|-1.10\|10.43\|11.23\|10.25\|2527872;2026-05-28\|11.39\|5.95\|10.44\|11.80\|10.44\|2287489;2026-05-29\|10.23\|-10.03\|11.05\|11.47\|10.23\|1789782;2026-06-01\|10.57\|3.32\|10.17\|11.05\|10.00\|1436014;2026-06-02\|11.22\|6.15\|10.40\|11.35\|10.20\|1844540;2026-06-03\|10.73\|-4.37\|11.01\|11.58\|10.48\|1842530;2026-06-04\|11.80\|9.97\|10.74\|11.80\|10.70\|736617;2026-06-05\|11.82\|0.17\|12.98\|12.98\|11.71\|2961005;2026-06-08\|11.09\|-6.18\|10.93\|12.30\|10.93\|2237965;2026-06-09\|12.20\|10.01\|11.27\|12.20\|11.10\|1286480;2026-06-10\|13.42\|10.00\|12.91\|13.42\|12.91\|1672630;2026-06-11\|12.42\|-7.45\|13.16\|13.48\|12.08\|2832339;2026-06-12\|11.58\|-6.76\|12.42\|12.79\|11.24\|2026361;2026-06-15\|12.74\|10.02\|11.76\|12.74\|11.76\|954632;2026-06-16\|14.01\|9.97\|13.77\|14.01\|13.74\|616477;2026-06-17\|14.86\|6.07\|13.56\|15.18\|13.52\|2890015;2026-06-18\|14.85\|-0.07\|14.79\|15.15\|14.40\|1897697;2026-06-22\|14.60\|-1.68\|15.22\|15.35\|14.17\|1654040;2026-06-23\|13.65\|-6.51\|14.34\|14.40\|13.15\|1300460;2026-06-24\|14.00\|2.56\|13.31\|14.17\|13.30\|1441967;2026-06-25\|14.70\|5.00\|14.29\|14.85\|13.33\|1721961;2026-06-26\|13.46\|-8.44\|14.13\|14.29\|13.35\|1195372;2026-06-29\|12.38\|-8.02\|13.70\|14.14\|12.11\|1211431;2026-06-30\|12.40\|0.16\|12.01\|12.76\|11.50\|1044698;2026-07-01\|12.02\|-3.06\|12.66\|12.85\|11.91\|1059120;2026-07-02\|11.43\|-4.91\|11.60\|12.16\|11.30\|891270;2026-07-03\|11.04\|-3.41\|11.44\|11.48\|10.88\|818073;2026-07-06\|10.34\|-6.34\|11.12\|11.31\|10.30\|720752;2026-07-07\|11.37\|9.96\|10.40\|11.37\|10.25\|436256;2026-07-08\|10.35\|-8.97\|11.38\|11.39\|10.30\|988514;2026-07-09\|10.57\|2.13\|10.77\|10.89\|9.83\|909929;2026-07-10\|9.99\|-5.49\|10.60\|10.81\|9.98\|730002;2026-07-13\|9.15\|-8.41\|9.80\|9.93\|9.11\|645726
112813	英伟达VR200NVL72服务器MLCC用量大增	薄膜电容器+PET铜箔+国企行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年3月17日年报，公司主营业务为薄膜电容器及其薄膜材料的研发、生产和销售，具备行业特有的“电容器用聚丙烯光膜—金属化薄膜—薄膜电容器”一体化产业链，目前公司产品涵盖了聚丙烯薄膜、聚酯薄膜、金属化薄膜、电容器等众多品种。产品覆盖新能源汽车、风电、光伏、储能等领域。 2、据2024年1月11日互动易，公司已向多家复合铜箔厂商提供基膜样品，部分已开始小批量供货。 3、公司属于国有企业，最终控制人为铜陵市人民政府国有资产监督管理委员会。	国内领先的薄膜电容及薄膜材料生产商，拥有完整的 “电容器用薄膜 - 金属化薄膜 - 薄膜电容器” 产业链	2026-03-03\|9.96\|-7.00\|10.70\|10.79\|9.95\|486505;2026-03-04\|10.41\|4.52\|9.70\|10.75\|9.70\|589754;2026-03-05\|10.38\|-0.29\|10.58\|10.65\|10.32\|439728;2026-03-06\|10.31\|-0.67\|10.30\|10.52\|10.15\|261509;2026-03-09\|10.31\|0.00\|10.06\|10.49\|9.47\|592158;2026-03-10\|10.58\|2.62\|10.27\|10.66\|10.27\|520691;2026-03-11\|10.87\|2.74\|10.50\|11.06\|10.19\|670773;2026-03-12\|10.49\|-3.50\|10.70\|10.82\|10.42\|439160;2026-03-13\|10.18\|-2.96\|10.46\|10.53\|10.18\|311370;2026-03-16\|10.31\|1.28\|10.17\|10.36\|9.98\|247125;2026-03-17\|9.35\|-9.31\|10.45\|10.48\|9.28\|659188;2026-03-18\|9.46\|1.18\|9.35\|9.55\|9.28\|259496;2026-03-19\|8.93\|-5.60\|9.30\|9.33\|8.88\|371172;2026-03-20\|8.63\|-3.36\|9.05\|9.05\|8.62\|246252;2026-03-23\|8.09\|-6.26\|8.45\|8.52\|7.97\|289234;2026-03-24\|8.38\|3.58\|8.28\|8.39\|8.08\|221245;2026-03-25\|8.60\|2.63\|8.38\|8.72\|8.38\|218203;2026-03-26\|8.35\|-2.91\|8.60\|8.63\|8.30\|219263;2026-03-27\|8.53\|2.16\|8.20\|8.59\|8.17\|179288;2026-03-30\|9.04\|5.98\|8.40\|9.34\|8.36\|429667;2026-03-31\|8.66\|-4.20\|8.98\|9.00\|8.65\|300377;2026-04-01\|8.96\|3.46\|8.90\|9.00\|8.74\|238687;2026-04-02\|8.61\|-3.91\|8.90\|9.03\|8.53\|286998;2026-04-03\|8.40\|-2.44\|8.62\|8.68\|8.37\|155694;2026-04-07\|8.53\|1.55\|8.46\|8.59\|8.42\|138731;2026-04-08\|8.97\|5.16\|8.74\|8.98\|8.72\|257713;2026-04-09\|8.85\|-1.34\|8.88\|8.95\|8.79\|165351;2026-04-10\|8.88\|0.34\|8.93\|9.05\|8.88\|167608;2026-04-13\|9.43\|6.19\|8.81\|9.50\|8.75\|414338;2026-04-14\|9.22\|-2.23\|9.31\|9.42\|9.13\|444450;2026-04-15\|9.49\|2.93\|9.23\|9.60\|9.18\|472367;2026-04-16\|9.38\|-1.16\|9.40\|9.48\|9.24\|381711;2026-04-17\|9.33\|-0.53\|9.36\|9.48\|9.31\|245390;2026-04-20\|9.32\|-0.11\|9.34\|9.40\|9.25\|230455;2026-04-21\|9.31\|-0.11\|9.29\|9.39\|9.26\|180903;2026-04-22\|9.44\|1.40\|9.33\|9.48\|9.30\|265223;2026-04-23\|9.20\|-2.54\|9.45\|9.49\|9.18\|236085;2026-04-24\|9.20\|0.00\|9.15\|9.27\|9.13\|159292;2026-04-27\|9.26\|0.65\|9.15\|9.29\|8.71\|288041;2026-04-28\|8.90\|-3.89\|9.18\|9.22\|8.86\|199928;2026-04-29\|9.10\|2.25\|8.84\|9.17\|8.78\|171290;2026-04-30\|8.88\|-2.42\|9.09\|9.15\|8.88\|168895;2026-05-06\|9.10\|2.48\|8.94\|9.18\|8.94\|199831;2026-05-07\|9.21\|1.21\|9.11\|9.28\|9.10\|178847;2026-05-08\|9.25\|0.43\|9.16\|9.28\|9.12\|187321;2026-05-11\|9.54\|3.14\|9.43\|9.70\|9.43\|334056;2026-05-12\|9.44\|-1.05\|9.53\|9.63\|9.36\|213282;2026-05-13\|9.50\|0.64\|9.36\|9.57\|9.31\|212224;2026-05-14\|9.06\|-4.63\|9.54\|9.56\|9.06\|268323;2026-05-15\|8.85\|-2.32\|9.05\|9.18\|8.76\|228272;2026-05-18\|8.97\|1.36\|8.80\|9.02\|8.70\|158196;2026-05-19\|9.37\|4.46\|9.00\|9.38\|8.85\|323646;2026-05-20\|9.68\|3.31\|9.27\|9.77\|9.22\|519705;2026-05-21\|9.49\|-1.96\|9.81\|9.94\|9.35\|611215;2026-05-22\|10.02\|5.58\|9.57\|10.06\|9.57\|780036;2026-05-25\|10.03\|0.10\|10.02\|10.38\|9.90\|767094;2026-05-26\|10.05\|0.20\|9.90\|10.14\|9.76\|490394;2026-05-27\|9.93\|-1.19\|10.03\|10.20\|9.80\|543036;2026-05-28\|10.92\|9.97\|10.00\|10.92\|9.97\|1216163;2026-05-29\|10.60\|-2.93\|10.90\|11.11\|10.52\|1132020;2026-06-01\|10.30\|-2.83\|10.38\|10.84\|10.29\|617892;2026-06-02\|10.87\|6.36\|10.35\|10.88\|9.99\|792862;2026-06-03\|11.11\|2.21\|10.77\|11.78\|10.70\|1096333;2026-06-04\|12.22\|9.99\|10.90\|12.22\|10.83\|1503278;2026-06-05\|12.07\|-1.23\|11.85\|12.60\|11.45\|1266093;2026-06-08\|11.20\|-7.21\|11.31\|11.90\|11.06\|815551;2026-06-09\|11.70\|4.46\|11.42\|11.72\|10.97\|958815;2026-06-10\|10.70\|-8.55\|11.41\|11.41\|10.53\|939274;2026-06-11\|10.28\|-3.93\|10.33\|10.65\|10.10\|602970;2026-06-12\|9.71\|-5.54\|10.45\|10.61\|9.66\|806035;2026-06-15\|10.68\|9.99\|9.88\|10.68\|9.88\|471994;2026-06-16\|11.42\|6.93\|11.11\|11.63\|11.08\|1020976;2026-06-17\|12.56\|9.98\|11.23\|12.56\|11.23\|741672;2026-06-18\|12.20\|-2.87\|12.35\|12.57\|11.90\|1026910;2026-06-22\|12.60\|3.28\|12.20\|12.60\|12.09\|1028959;2026-06-23\|11.72\|-6.98\|12.60\|12.60\|11.60\|789217;2026-06-24\|11.81\|0.77\|11.72\|11.99\|11.44\|661721;2026-06-25\|12.99\|9.99\|11.88\|12.99\|11.29\|1100762;2026-06-26\|13.21\|1.69\|13.00\|13.54\|12.59\|1404118;2026-06-29\|13.01\|-1.51\|13.29\|13.95\|12.61\|1097373;2026-06-30\|13.95\|7.23\|12.88\|14.31\|12.57\|1184339;2026-07-01\|14.08\|0.93\|13.60\|14.08\|13.16\|1013420;2026-07-02\|12.67\|-10.01\|13.57\|13.60\|12.67\|744313;2026-07-03\|11.81\|-6.79\|12.41\|12.55\|11.77\|691958;2026-07-06\|11.36\|-3.81\|11.99\|12.02\|11.09\|553986;2026-07-07\|11.65\|2.55\|11.30\|11.86\|11.12\|549302;2026-07-08\|10.62\|-8.84\|11.50\|11.57\|10.49\|568695;2026-07-09\|11.20\|5.46\|10.96\|11.25\|10.53\|508142;2026-07-10\|10.66\|-4.82\|11.21\|11.55\|10.65\|513963;2026-07-13\|9.63\|-9.66\|10.30\|10.52\|9.59\|502871
112812	英伟达VR200NVL72服务器MLCC用量大增	光通信+钽电容+商业航天+一季报增长行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月12日互动易，公司控股子公司宏达恒芯生产的单层瓷介电容、陶瓷薄膜电路可应用于光通讯领域的光接收发射模块及光电转换模块中，已与光通信领域多家企业建立业务合作；2025年宏达恒芯民品端收入同比增95.22%。 2、据2026年4月29日投资者关系活动记录表，在商业航天领域，公司宇航级钽电容已通过LMS、CAST、SAST等体系认证，将为卫星平台及有效载荷提供高可靠阻容感元器件。 3、据2026年4月24日公告，公司2026年一季度实现营收3.67亿元，同比增长11.68%；归母净利润9393.87万元，同比增长70.77%。	国内高可靠钽电容器领域龙头企业，产品广泛应用于航空等领域	2026-03-03\|48.66\|-7.67\|52.51\|52.88\|48.50\|148967;2026-03-04\|49.79\|2.32\|48.06\|50.96\|48.06\|94123;2026-03-05\|50.88\|2.19\|51.80\|53.10\|50.21\|99177;2026-03-06\|50.16\|-1.42\|50.71\|51.36\|49.82\|63782;2026-03-09\|48.44\|-3.43\|48.96\|49.33\|46.45\|102394;2026-03-10\|50.25\|3.74\|49.38\|50.44\|49.38\|71680;2026-03-11\|50.70\|0.90\|50.30\|51.68\|50.18\|68251;2026-03-12\|49.65\|-2.07\|50.68\|51.20\|48.96\|61496;2026-03-13\|47.42\|-4.49\|49.48\|49.50\|47.40\|70564;2026-03-16\|47.72\|0.63\|47.42\|47.75\|46.35\|51049;2026-03-17\|46.10\|-3.39\|48.03\|48.29\|45.93\|57266;2026-03-18\|46.56\|1.00\|46.39\|46.88\|45.73\|39322;2026-03-19\|44.97\|-3.41\|45.65\|45.95\|44.79\|51244;2026-03-20\|44.52\|-1.00\|45.24\|46.19\|44.35\|68968;2026-03-23\|41.90\|-5.88\|43.70\|44.00\|41.55\|66384;2026-03-24\|43.05\|2.74\|42.68\|43.07\|41.72\|62857;2026-03-25\|43.20\|0.35\|43.45\|43.98\|43.02\|57256;2026-03-26\|42.27\|-2.15\|43.22\|43.23\|41.95\|42587;2026-03-27\|42.22\|-0.12\|41.69\|42.70\|41.50\|34867;2026-03-30\|42.39\|0.40\|41.76\|42.56\|41.44\|35646;2026-03-31\|41.65\|-1.75\|42.30\|43.08\|41.49\|44384;2026-04-01\|42.45\|1.92\|42.51\|42.77\|42.02\|37616;2026-04-02\|41.15\|-3.06\|42.30\|42.46\|40.82\|37592;2026-04-03\|40.95\|-0.49\|41.37\|41.50\|40.72\|27265;2026-04-07\|41.10\|0.37\|41.03\|41.63\|40.73\|23835;2026-04-08\|43.40\|5.60\|42.07\|43.47\|42.07\|57504;2026-04-09\|42.63\|-1.77\|43.00\|43.18\|42.56\|45788;2026-04-10\|43.22\|1.38\|42.99\|43.67\|42.41\|51648;2026-04-13\|43.48\|0.60\|42.92\|43.75\|42.78\|45017;2026-04-14\|44.42\|2.16\|43.66\|44.48\|43.66\|49449;2026-04-15\|44.01\|-0.92\|44.99\|45.14\|43.88\|54610;2026-04-16\|44.22\|0.48\|44.02\|44.39\|43.80\|39432;2026-04-17\|45.68\|3.30\|44.12\|46.00\|43.98\|72962;2026-04-20\|45.94\|0.57\|45.53\|46.74\|45.39\|62427;2026-04-21\|45.94\|0.00\|45.85\|46.38\|45.58\|45597;2026-04-22\|48.31\|5.16\|45.71\|48.40\|45.51\|102116;2026-04-23\|47.42\|-1.84\|48.10\|48.40\|46.89\|94107;2026-04-24\|48.51\|2.30\|48.30\|49.61\|47.97\|120045;2026-04-27\|48.36\|-0.31\|48.20\|49.28\|48.11\|85148;2026-04-28\|49.41\|2.17\|48.36\|50.13\|47.52\|108873;2026-04-29\|49.24\|-0.34\|49.45\|49.67\|47.92\|91429;2026-04-30\|49.16\|-0.16\|48.98\|50.50\|48.78\|91921;2026-05-06\|50.30\|2.32\|49.83\|51.25\|49.83\|127109;2026-05-07\|51.71\|2.80\|50.45\|51.78\|49.91\|108285;2026-05-08\|51.55\|-0.31\|51.00\|51.89\|50.35\|95559;2026-05-11\|55.21\|7.10\|52.38\|59.50\|52.38\|268729;2026-05-12\|55.46\|0.45\|55.40\|56.50\|54.10\|148433;2026-05-13\|58.08\|4.72\|55.00\|58.75\|54.56\|175066;2026-05-14\|58.81\|1.26\|58.20\|60.80\|57.20\|193427;2026-05-15\|55.03\|-6.43\|59.16\|59.50\|54.56\|186741;2026-05-18\|56.65\|2.94\|55.01\|58.18\|54.08\|136024;2026-05-19\|60.53\|6.85\|56.03\|61.97\|55.59\|194228;2026-05-20\|58.53\|-3.30\|59.71\|61.13\|58.00\|147924;2026-05-21\|56.90\|-2.78\|58.90\|60.92\|56.75\|168831;2026-05-22\|63.23\|11.12\|57.20\|63.49\|57.20\|246112;2026-05-25\|64.42\|1.88\|68.03\|69.61\|64.10\|278147;2026-05-26\|61.37\|-4.73\|63.27\|64.42\|60.33\|182404;2026-05-27\|60.20\|-1.91\|61.85\|64.66\|60.01\|182082;2026-05-28\|64.25\|6.73\|59.95\|64.45\|59.95\|236666;2026-05-29\|62.02\|-3.47\|64.75\|67.53\|61.45\|220785;2026-06-01\|60.16\|-3.00\|60.93\|64.00\|60.00\|180332;2026-06-02\|65.23\|8.43\|60.20\|66.30\|59.08\|265990;2026-06-03\|66.60\|2.10\|65.12\|67.46\|64.36\|275666;2026-06-04\|79.92\|20.00\|67.99\|79.92\|67.03\|268865;2026-06-05\|75.01\|-6.14\|79.98\|80.00\|73.67\|358823;2026-06-08\|68.09\|-9.23\|70.49\|72.35\|66.90\|259963;2026-06-09\|70.69\|3.82\|68.80\|72.36\|65.55\|315854;2026-06-10\|65.61\|-7.19\|67.90\|70.10\|64.80\|228594;2026-06-11\|65.40\|-0.32\|65.14\|67.83\|63.55\|201851;2026-06-12\|60.34\|-6.30\|67.18\|67.99\|60.10\|260189;2026-06-15\|72.41\|20.00\|63.51\|72.41\|63.51\|257119;2026-06-16\|80.96\|11.81\|79.02\|86.66\|78.55\|477739;2026-06-17\|85.13\|5.15\|80.15\|86.60\|80.15\|361977;2026-06-18\|85.41\|0.33\|83.00\|89.20\|83.00\|322665;2026-06-22\|86.38\|1.14\|86.26\|87.80\|83.05\|291521;2026-06-23\|81.48\|-5.67\|84.45\|84.96\|80.00\|202375;2026-06-24\|88.25\|8.31\|81.47\|89.28\|81.02\|272838;2026-06-25\|91.30\|3.46\|87.11\|93.36\|84.90\|280209;2026-06-26\|89.70\|-1.75\|91.97\|94.80\|86.08\|258514;2026-06-29\|84.47\|-5.83\|90.47\|92.67\|82.22\|248750;2026-06-30\|84.57\|0.12\|83.73\|85.85\|80.69\|193532;2026-07-01\|87.40\|3.35\|87.00\|93.19\|84.80\|247378;2026-07-02\|82.02\|-6.16\|83.00\|86.57\|81.04\|175208;2026-07-03\|77.87\|-5.06\|81.01\|82.00\|76.50\|154243;2026-07-06\|73.60\|-5.48\|79.19\|79.95\|72.28\|148895;2026-07-07\|70.66\|-3.99\|73.60\|73.66\|70.33\|103528;2026-07-08\|67.02\|-5.15\|71.05\|72.05\|66.92\|105325;2026-07-09\|70.08\|4.57\|68.48\|70.22\|65.50\|131074;2026-07-10\|67.45\|-3.75\|71.81\|73.97\|67.28\|173377;2026-07-13\|59.60\|-11.64\|67.62\|68.00\|59.48\|183991
112811	英伟达VR200NVL72服务器MLCC用量大增	超级电容用材料+铝箔材+SiC控制器+实控人变更行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。公司原因： 1、据2026年4月14日公告，公司原实控人谭帼英向陈运协议转让股份已完成过户，陈运通过直接持股5.04%及表决权委托合计控制公司20.14%的表决权，成为公司控股股东及实际控制人。 2、据2026年4月29日年报，公司重卡多合一控制器已实现小批量生产，面向商用车的系列集成控制器产品中，轻卡多合一产品兼容800V SiC平台并已步入小批量生产阶段。据2026年5月15日机构调研，公司高功率密度SiC电机控制器已获得整车企业部分车型的定点。 3、据2025年6月27日公告，公司依托传统低压化成箔技术积累和新能源汽车产业链资源优势，开发了涂碳刻蚀铝箔材，超级电容用材料是公司重点发展的领域。	国内少数能向国际市场出口低压化成箔产品的企业之一；公司在超级电容用材料的研发方面有一定的技术储备	2026-03-03\|15.62\|-3.52\|16.36\|16.36\|15.56\|109843;2026-03-04\|15.80\|1.15\|15.61\|16.13\|15.57\|77487;2026-03-05\|15.81\|0.06\|16.11\|16.18\|15.71\|65599;2026-03-06\|15.96\|0.95\|15.81\|16.04\|15.63\|70696;2026-03-09\|15.44\|-3.26\|15.74\|15.77\|15.09\|118071;2026-03-10\|15.62\|1.17\|15.46\|15.77\|15.23\|78030;2026-03-11\|15.76\|0.90\|15.62\|15.78\|15.45\|70274;2026-03-12\|15.52\|-1.52\|15.72\|15.82\|15.39\|74187;2026-03-13\|15.35\|-1.10\|15.41\|15.80\|15.30\|58565;2026-03-16\|15.53\|1.17\|15.40\|15.55\|15.21\|59811;2026-03-17\|15.18\|-2.25\|15.64\|15.83\|15.15\|59019;2026-03-18\|15.34\|1.05\|15.27\|15.43\|15.11\|40526;2026-03-19\|14.65\|-4.50\|15.17\|15.22\|14.51\|85688;2026-03-20\|14.18\|-3.21\|14.72\|14.95\|14.11\|60609;2026-03-23\|12.96\|-8.60\|13.88\|13.93\|12.82\|122482;2026-03-24\|13.26\|2.31\|13.36\|13.42\|12.80\|91650;2026-03-25\|13.17\|-0.68\|13.30\|13.47\|13.10\|79720;2026-03-26\|12.91\|-1.97\|13.17\|13.28\|12.80\|67845;2026-03-27\|12.96\|0.39\|12.81\|13.20\|12.75\|60761;2026-03-30\|12.86\|-0.77\|12.80\|12.95\|12.63\|75956;2026-03-31\|12.40\|-3.58\|12.88\|12.93\|12.35\|87643;2026-04-01\|12.80\|3.23\|12.65\|12.80\|12.50\|70521;2026-04-02\|12.92\|0.94\|12.80\|13.38\|12.61\|124914;2026-04-03\|13.06\|1.08\|12.93\|13.35\|12.85\|130765;2026-04-07\|13.03\|-0.23\|13.06\|13.35\|12.83\|118303;2026-04-08\|13.44\|3.15\|13.25\|13.56\|13.10\|130580;2026-04-09\|14.34\|6.70\|13.40\|14.78\|13.21\|229706;2026-04-10\|14.69\|2.44\|14.32\|15.06\|14.19\|257422;2026-04-13\|14.37\|-2.18\|14.53\|14.75\|14.25\|124007;2026-04-14\|14.25\|-0.84\|14.66\|14.75\|14.15\|96991;2026-04-15\|14.03\|-1.54\|14.28\|14.55\|13.95\|91386;2026-04-16\|14.21\|1.28\|14.18\|14.38\|14.01\|74667;2026-04-17\|14.50\|2.04\|14.34\|14.68\|13.94\|98544;2026-04-20\|14.29\|-1.45\|14.48\|14.67\|14.17\|71567;2026-04-21\|14.50\|1.47\|14.28\|14.69\|14.12\|99035;2026-04-22\|14.53\|0.21\|14.52\|14.88\|14.32\|79493;2026-04-23\|14.14\|-2.68\|14.45\|14.50\|13.95\|77448;2026-04-24\|14.19\|0.35\|14.11\|14.39\|13.99\|55082;2026-04-27\|14.07\|-0.85\|14.20\|14.27\|13.80\|56760;2026-04-28\|13.77\|-2.13\|14.08\|14.12\|13.69\|62026;2026-04-29\|14.14\|2.69\|13.71\|14.43\|13.66\|88374;2026-04-30\|14.08\|-0.42\|14.20\|14.28\|13.80\|77620;2026-05-06\|14.31\|1.63\|14.08\|14.34\|13.94\|77660;2026-05-07\|14.83\|3.63\|14.44\|15.20\|14.39\|145779;2026-05-08\|14.90\|0.47\|14.79\|14.98\|14.56\|82879;2026-05-11\|15.04\|0.94\|15.00\|15.19\|14.80\|102570;2026-05-12\|15.05\|0.07\|15.04\|15.23\|14.82\|71377;2026-05-13\|15.20\|1.00\|15.00\|15.65\|14.89\|98614;2026-05-14\|15.15\|-0.33\|15.42\|15.47\|15.05\|74034;2026-05-15\|14.67\|-3.17\|15.15\|15.20\|14.59\|91733;2026-05-18\|14.83\|1.09\|14.68\|14.88\|14.42\|77950;2026-05-19\|15.55\|4.86\|14.98\|16.22\|14.72\|191838;2026-05-20\|14.95\|-3.86\|15.30\|15.40\|14.86\|123170;2026-05-21\|15.26\|2.07\|14.88\|16.06\|14.88\|193710;2026-05-22\|16.79\|10.03\|15.28\|16.79\|15.21\|406549;2026-05-25\|16.48\|-1.85\|17.09\|17.90\|16.33\|495149;2026-05-26\|15.85\|-3.82\|16.45\|16.56\|15.68\|283306;2026-05-27\|15.28\|-3.60\|16.18\|16.80\|15.12\|216137;2026-05-28\|16.81\|10.01\|15.14\|16.81\|15.14\|181437;2026-05-29\|18.49\|9.99\|18.49\|18.49\|16.85\|546937;2026-06-01\|18.48\|-0.05\|19.28\|20.34\|18.47\|771228;2026-06-02\|20.33\|10.01\|17.68\|20.33\|17.49\|729993;2026-06-03\|18.80\|-7.53\|19.67\|20.32\|18.36\|590394;2026-06-04\|20.68\|10.00\|18.62\|20.68\|18.31\|282159;2026-06-05\|19.78\|-4.35\|20.74\|21.25\|19.51\|503606;2026-06-08\|19.25\|-2.68\|18.51\|20.06\|18.50\|289649;2026-06-09\|19.31\|0.31\|19.10\|19.77\|17.96\|364018;2026-06-10\|18.70\|-3.16\|18.81\|19.60\|18.22\|250442;2026-06-11\|17.86\|-4.49\|18.30\|19.22\|17.62\|261074;2026-06-12\|17.11\|-4.20\|18.18\|18.19\|17.11\|225580;2026-06-15\|18.82\|9.99\|17.12\|18.82\|17.12\|162603;2026-06-16\|20.70\|9.99\|19.09\|20.70\|19.06\|473983;2026-06-17\|20.78\|0.39\|21.41\|21.95\|20.36\|395645;2026-06-18\|21.51\|3.51\|20.95\|22.18\|20.83\|307347;2026-06-22\|20.77\|-3.44\|21.51\|21.80\|19.70\|266695;2026-06-23\|20.78\|0.05\|20.70\|22.08\|20.60\|280528;2026-06-24\|20.11\|-3.22\|20.48\|20.70\|19.72\|225525;2026-06-25\|20.32\|1.04\|20.31\|21.07\|19.72\|245357;2026-06-26\|20.24\|-0.39\|20.01\|20.98\|19.73\|280797;2026-06-29\|18.97\|-6.27\|20.60\|20.84\|18.22\|292443;2026-06-30\|19.20\|1.21\|18.93\|19.32\|18.51\|188680;2026-07-01\|19.38\|0.94\|19.24\|19.74\|18.50\|216983;2026-07-02\|18.43\|-4.90\|19.15\|19.21\|18.40\|146580;2026-07-03\|18.33\|-0.54\|18.48\|19.31\|18.08\|181439;2026-07-06\|17.27\|-5.78\|18.23\|18.25\|17.17\|154747;2026-07-07\|16.65\|-3.59\|17.12\|17.55\|16.51\|89454;2026-07-08\|16.30\|-2.10\|16.70\|16.85\|15.83\|97790;2026-07-09\|16.30\|0.00\|16.28\|16.31\|15.42\|90570;2026-07-10\|15.72\|-3.56\|16.26\|16.33\|15.72\|96392;2026-07-13\|14.76\|-6.11\|15.72\|15.72\|14.72\|100808
112810	英伟达VR200NVL72服务器MLCC用量大增	超级电容+MLCC+商业航天+央企行业原因：上周五SpaceX在纳斯达克正式上市，首日大涨超19%，市值突破2万亿美元。中信证券指出，SpaceX上市可能重塑全球商业航天板块估值体系。公司原因： 1、据2025年9月11日互动易，公司主营产品电子元器件、开关、连接器、继电器等已应用于商业航天领域；据2026年4月29日年报，公司与银河航天、长光卫星等商业航天头部企业战略合作，多款固体继电器等产品已应用于商业火箭配套。 2、据2026年6月4日互动易，公司民用钽电容主要应用在服务器领域；薄膜电容、超级电容、铝电容及MLCC主要应用于超算领域；据2026年5月28日机构调研，钽电容在服务器高功率场景下具备高可靠性和高能量密度优势，无法被完全替代。 3、公司控股股东为中国振华电子集团有限公司，实际控制人为中国电子信息产业集团有限公司，最终控制人为国务院国有资产监督管理委员会。	1、公司民用钽电容主要应用在服务器领域、低压电路保护领域、民用爆破领域和智能三表领域；薄膜电容、超级电容、铝电容及MLCC主要应用于轨道交通领域和超算领域； 2、公司光电耦合器系列产品在光通信、光模块等领域已实现应用	2026-03-03\|52.53\|-8.13\|57.17\|57.35\|52.50\|312714;2026-03-04\|52.40\|-0.25\|51.98\|53.98\|51.97\|189644;2026-03-05\|52.93\|1.01\|53.60\|53.95\|52.58\|143287;2026-03-06\|53.49\|1.06\|52.69\|54.55\|52.33\|154391;2026-03-09\|51.90\|-2.97\|52.52\|52.53\|50.53\|185322;2026-03-10\|52.90\|1.93\|52.53\|53.29\|52.29\|121201;2026-03-11\|52.25\|-1.23\|52.92\|53.37\|52.03\|127783;2026-03-12\|51.03\|-2.33\|52.01\|52.14\|50.78\|133557;2026-03-13\|49.88\|-2.25\|50.81\|50.81\|49.74\|120215;2026-03-16\|49.75\|-0.26\|49.81\|49.81\|49.03\|96992;2026-03-17\|48.77\|-1.97\|49.93\|50.10\|48.76\|101751;2026-03-18\|49.31\|1.11\|48.99\|49.33\|48.52\|88002;2026-03-19\|48.08\|-2.49\|48.71\|48.74\|47.85\|104487;2026-03-20\|47.18\|-1.87\|48.20\|48.44\|47.18\|92239;2026-03-23\|44.75\|-5.15\|46.44\|46.74\|44.55\|148384;2026-03-24\|45.54\|1.77\|45.45\|45.58\|44.67\|107169;2026-03-25\|46.11\|1.25\|45.74\|46.28\|45.68\|101413;2026-03-26\|45.56\|-1.19\|46.05\|46.17\|45.25\|68274;2026-03-27\|45.72\|0.35\|44.88\|45.96\|44.88\|54576;2026-03-30\|45.84\|0.26\|44.80\|45.89\|44.73\|58941;2026-03-31\|45.39\|-0.98\|45.84\|46.44\|45.34\|87584;2026-04-01\|45.99\|1.32\|46.11\|46.28\|45.65\|81176;2026-04-02\|44.88\|-2.41\|45.86\|45.89\|44.62\|83779;2026-04-03\|44.00\|-1.96\|44.98\|45.10\|43.98\|69817;2026-04-07\|44.24\|0.55\|44.38\|44.65\|44.04\|56335;2026-04-08\|46.14\|4.29\|45.16\|46.19\|45.03\|120247;2026-04-09\|45.88\|-0.56\|45.70\|46.25\|45.47\|81660;2026-04-10\|46.28\|0.87\|46.10\|46.78\|46.10\|80250;2026-04-13\|46.36\|0.17\|46.01\|46.75\|45.96\|70134;2026-04-14\|46.96\|1.29\|46.98\|47.17\|46.54\|80013;2026-04-15\|46.76\|-0.43\|47.25\|47.59\|46.66\|85233;2026-04-16\|46.97\|0.45\|46.90\|47.13\|46.50\|78731;2026-04-17\|46.96\|-0.02\|46.75\|47.17\|46.61\|70417;2026-04-20\|47.54\|1.24\|46.96\|47.63\|46.92\|90209;2026-04-21\|47.24\|-0.63\|47.77\|47.77\|47.03\|66846;2026-04-22\|47.69\|0.95\|47.00\|47.73\|46.88\|81309;2026-04-23\|46.80\|-1.87\|47.74\|48.17\|46.52\|96332;2026-04-24\|46.82\|0.04\|46.90\|47.40\|46.58\|78689;2026-04-27\|47.18\|0.77\|46.82\|47.35\|46.36\|83018;2026-04-28\|46.83\|-0.74\|47.20\|47.62\|46.38\|100715;2026-04-29\|43.54\|-7.03\|43.80\|43.80\|42.99\|279362;2026-04-30\|42.61\|-2.14\|43.10\|43.50\|41.88\|235839;2026-05-06\|43.50\|2.09\|43.15\|44.24\|43.15\|176880;2026-05-07\|43.69\|0.44\|43.66\|43.86\|43.09\|123552;2026-05-08\|44.70\|2.31\|43.49\|44.97\|43.30\|164108;2026-05-11\|46.51\|4.05\|46.03\|47.18\|45.88\|224620;2026-05-12\|45.95\|-1.20\|46.51\|46.75\|45.57\|146317;2026-05-13\|46.87\|2.00\|45.70\|47.10\|45.64\|133016;2026-05-14\|46.12\|-1.60\|47.06\|47.24\|46.00\|153830;2026-05-15\|44.87\|-2.71\|46.08\|46.86\|44.62\|147263;2026-05-18\|44.94\|0.16\|44.60\|45.52\|44.07\|100079;2026-05-19\|46.91\|4.38\|44.75\|46.95\|44.29\|190127;2026-05-20\|46.89\|-0.04\|46.78\|47.49\|46.21\|144726;2026-05-21\|45.72\|-2.50\|46.94\|48.09\|45.67\|182574;2026-05-22\|49.17\|7.55\|46.07\|49.18\|46.07\|329668;2026-05-25\|52.08\|5.92\|51.36\|53.50\|51.33\|468163;2026-05-26\|50.34\|-3.34\|51.43\|51.60\|49.50\|280442;2026-05-27\|50.34\|0.00\|50.34\|53.00\|49.91\|336624;2026-05-28\|53.38\|6.04\|50.27\|54.10\|50.00\|563400;2026-05-29\|51.49\|-3.54\|54.05\|54.91\|50.70\|484101;2026-06-01\|50.87\|-1.20\|50.62\|53.17\|50.58\|357523;2026-06-02\|54.10\|6.35\|50.90\|54.49\|49.80\|543014;2026-06-03\|53.92\|-0.33\|54.60\|57.16\|52.93\|624260;2026-06-04\|59.31\|10.00\|53.82\|59.31\|53.31\|768752;2026-06-05\|56.07\|-5.46\|61.04\|61.77\|55.95\|740644;2026-06-08\|50.46\|-10.01\|53.00\|54.50\|50.46\|573943;2026-06-09\|52.19\|3.43\|50.86\|53.20\|49.48\|494725;2026-06-10\|51.08\|-2.13\|51.05\|53.12\|49.98\|362387;2026-06-11\|49.75\|-2.60\|50.00\|51.85\|48.70\|398489;2026-06-12\|47.16\|-5.21\|51.00\|51.50\|47.12\|427102;2026-06-15\|51.88\|10.01\|49.40\|51.88\|49.33\|292592;2026-06-16\|56.34\|8.60\|53.79\|57.07\|53.40\|895681;2026-06-17\|58.13\|3.18\|56.10\|58.85\|55.68\|548628;2026-06-18\|59.79\|2.86\|58.65\|61.05\|57.85\|464690;2026-06-22\|59.23\|-0.94\|60.31\|61.23\|58.03\|430461;2026-06-23\|56.14\|-5.22\|58.58\|58.68\|55.45\|355960;2026-06-24\|56.90\|1.35\|56.08\|59.30\|55.64\|338829;2026-06-25\|60.90\|7.03\|56.91\|61.98\|55.80\|510209;2026-06-26\|58.33\|-4.22\|60.28\|60.58\|57.58\|392229;2026-06-29\|55.82\|-4.30\|59.10\|60.80\|54.25\|427755;2026-06-30\|56.64\|2.16\|55.52\|56.93\|53.92\|320939;2026-07-01\|62.30\|9.99\|62.00\|62.30\|62.00\|136374;2026-07-02\|57.12\|-8.31\|60.88\|60.88\|56.62\|647709;2026-07-03\|55.09\|-3.55\|56.88\|57.40\|53.60\|409812;2026-07-06\|51.78\|-6.01\|55.20\|56.10\|51.33\|392331;2026-07-07\|50.18\|-3.09\|51.78\|52.33\|49.93\|282212;2026-07-08\|47.32\|-5.70\|50.19\|50.83\|47.21\|299426;2026-07-09\|48.36\|2.20\|48.32\|49.09\|46.05\|292137;2026-07-10\|47.14\|-2.52\|48.88\|49.78\|47.00\|438534;2026-07-13\|43.00\|-8.78\|46.50\|46.56\|42.95\|324467
112809	英伟达VR200NVL72服务器MLCC用量大增	超级电容胶塞+轨交扣件龙头+高分子辐照改性行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月28日及6月1日互动易，公司已成功开发应用于超级电容、锂电池等领域的电容器用橡胶密封塞等产品，国内主要客户包括江海股份、艾华集团等，并规划将橡胶密封塞设计产能由80亿只调整至120亿只。 2、据2025年年报及2026年6月1日互动易，公司是高速铁路轨道扣件非金属部件研发试制单位，产品应用于50余项国家重点铁路工程，其铁路轨道综合检查仪已在多个铁路局投入试用。 3、据2026年6月15日互动易，公司参股的和之祥公司运用辐照改性技术对传统PTFE及复合材料进行改性，其抗耐磨性、抗蠕变性等性能大幅提高。	公司在电子元器件配件方面，紧跟铝电解电容器技术迭代，已成功开发应用于超级电容、锂电池等领域的电容器用橡胶密封塞等产品；国内主要客户包括江海股份、艾华集团等知名电容器公司	2026-03-03\|12.11\|-10.03\|12.11\|12.30\|12.11\|196085;2026-03-04\|11.68\|-3.55\|11.65\|11.85\|11.21\|155944;2026-03-05\|11.87\|1.63\|11.79\|12.07\|11.68\|100194;2026-03-06\|11.92\|0.42\|11.87\|12.03\|11.82\|55616;2026-03-09\|11.63\|-2.43\|11.74\|11.90\|11.59\|77333;2026-03-10\|12.00\|3.18\|11.75\|12.03\|11.69\|63310;2026-03-11\|11.81\|-1.58\|12.06\|12.06\|11.78\|54706;2026-03-12\|11.72\|-0.76\|11.80\|11.81\|11.61\|42493;2026-03-13\|11.64\|-0.68\|11.65\|11.73\|11.57\|29443;2026-03-16\|11.58\|-0.52\|11.56\|11.73\|11.48\|45164;2026-03-17\|11.34\|-2.07\|11.60\|11.63\|11.33\|32722;2026-03-18\|11.38\|0.35\|11.36\|11.44\|11.30\|40454;2026-03-19\|11.11\|-2.37\|11.30\|11.45\|11.00\|46175;2026-03-20\|10.85\|-2.34\|11.17\|11.25\|10.85\|50889;2026-03-23\|10.12\|-6.73\|10.69\|10.69\|10.09\|77324;2026-03-24\|10.70\|5.73\|10.48\|10.70\|10.34\|64896;2026-03-25\|11.04\|3.18\|10.80\|11.05\|10.77\|52346;2026-03-26\|10.88\|-1.45\|11.02\|11.07\|10.82\|35504;2026-03-27\|10.91\|0.28\|10.80\|11.00\|10.78\|36575;2026-03-30\|11.06\|1.37\|10.83\|11.14\|10.79\|47924;2026-03-31\|11.16\|0.90\|11.11\|11.48\|11.07\|59751;2026-04-01\|11.23\|0.63\|11.28\|11.36\|11.07\|50883;2026-04-02\|11.04\|-1.69\|11.23\|11.26\|10.99\|39310;2026-04-03\|10.77\|-2.45\|11.05\|11.07\|10.77\|39013;2026-04-07\|10.89\|1.11\|10.76\|11.02\|10.76\|36594;2026-04-08\|11.24\|3.21\|11.03\|11.25\|11.01\|40295;2026-04-09\|11.19\|-0.44\|11.15\|11.28\|11.12\|30297;2026-04-10\|11.54\|3.13\|11.22\|11.68\|11.22\|57414;2026-04-13\|11.34\|-1.73\|11.47\|11.53\|11.28\|33134;2026-04-14\|11.27\|-0.62\|11.43\|11.43\|11.16\|38786;2026-04-15\|11.19\|-0.71\|11.27\|11.42\|11.15\|36313;2026-04-16\|11.26\|0.63\|11.19\|11.33\|11.16\|34286;2026-04-17\|11.15\|-0.98\|11.26\|11.28\|11.13\|39033;2026-04-20\|11.19\|0.36\|11.26\|11.26\|11.08\|30890;2026-04-21\|11.01\|-1.61\|11.13\|11.20\|10.96\|38014;2026-04-22\|10.93\|-0.73\|11.01\|11.05\|10.82\|42811;2026-04-23\|10.75\|-1.65\|10.94\|10.95\|10.73\|37800;2026-04-24\|10.58\|-1.58\|10.79\|10.79\|10.25\|71645;2026-04-27\|10.81\|2.17\|10.60\|10.84\|10.44\|53125;2026-04-28\|10.56\|-2.31\|10.72\|10.80\|10.44\|39894;2026-04-29\|10.57\|0.09\|10.49\|10.67\|10.42\|39973;2026-04-30\|10.71\|1.32\|10.65\|10.78\|10.59\|42347;2026-05-06\|10.48\|-2.15\|10.71\|10.79\|10.42\|95476;2026-05-07\|10.37\|-1.05\|10.48\|10.54\|10.33\|55951;2026-05-08\|10.50\|1.25\|10.34\|10.56\|10.29\|58031;2026-05-11\|10.37\|-1.24\|10.56\|10.56\|10.28\|63536;2026-05-12\|10.15\|-2.12\|10.35\|10.35\|10.11\|60870;2026-05-13\|10.23\|0.79\|10.20\|10.30\|10.11\|43244;2026-05-14\|10.01\|-2.15\|10.28\|10.28\|10.01\|52803;2026-05-15\|10.17\|1.60\|10.02\|10.30\|10.02\|52778;2026-05-18\|10.12\|-0.49\|10.16\|10.16\|9.88\|73059;2026-05-19\|10.35\|2.27\|10.13\|10.37\|10.02\|67888;2026-05-20\|10.47\|1.16\|10.30\|10.59\|10.27\|66011;2026-05-21\|10.04\|-4.11\|10.48\|10.62\|10.01\|64503;2026-05-22\|10.69\|6.47\|10.14\|10.75\|9.95\|99657;2026-05-25\|10.11\|-5.43\|10.60\|10.70\|10.08\|120970;2026-05-26\|10.49\|3.76\|10.12\|10.60\|9.92\|160395;2026-05-27\|10.31\|-1.72\|10.46\|10.88\|10.24\|137450;2026-05-28\|10.06\|-2.42\|10.21\|10.36\|9.81\|125456;2026-05-29\|10.43\|3.68\|10.40\|10.94\|10.17\|160878;2026-06-01\|10.75\|3.07\|10.41\|11.25\|10.35\|205243;2026-06-02\|10.33\|-3.91\|10.84\|10.88\|10.28\|118555;2026-06-03\|10.11\|-2.13\|10.33\|10.48\|10.00\|97672;2026-06-04\|11.12\|9.99\|10.97\|11.12\|10.97\|126615;2026-06-05\|12.23\|9.98\|12.23\|12.23\|12.23\|53812;2026-06-08\|13.45\|9.98\|13.00\|13.45\|12.94\|562494;2026-06-09\|13.37\|-0.59\|13.01\|13.70\|12.11\|676582;2026-06-10\|12.64\|-5.46\|12.71\|13.50\|12.24\|541861;2026-06-11\|13.12\|3.80\|12.40\|13.90\|12.31\|650078;2026-06-12\|12.86\|-1.98\|12.99\|13.09\|12.17\|417000;2026-06-15\|13.44\|4.51\|12.97\|13.62\|12.50\|496953;2026-06-16\|13.38\|-0.45\|13.03\|14.11\|12.77\|440541;2026-06-17\|13.60\|1.64\|13.09\|13.85\|12.98\|352838;2026-06-18\|14.10\|3.68\|13.64\|14.45\|13.32\|402746;2026-06-22\|13.08\|-5.76\|13.81\|13.99\|12.83\|348095;2026-06-23\|12.33\|-5.73\|12.81\|13.11\|12.30\|250368;2026-06-24\|11.78\|-4.46\|12.03\|12.28\|11.65\|205876;2026-06-25\|12.96\|10.02\|12.00\|12.96\|11.91\|126283;2026-06-26\|12.60\|-2.78\|12.96\|13.23\|12.26\|266125;2026-06-29\|11.84\|-6.03\|12.78\|12.84\|11.75\|193610;2026-06-30\|11.62\|-1.86\|11.78\|11.88\|11.28\|167837;2026-07-01\|11.36\|-2.24\|11.60\|11.80\|11.19\|140749;2026-07-02\|11.44\|0.70\|11.11\|12.50\|10.96\|380816;2026-07-03\|10.82\|-5.42\|11.56\|11.56\|10.71\|265082;2026-07-06\|10.49\|-3.05\|10.74\|10.95\|10.41\|144824;2026-07-07\|10.06\|-4.10\|10.45\|10.46\|10.04\|103107;2026-07-08\|9.72\|-3.38\|10.11\|10.14\|9.71\|90157;2026-07-09\|10.10\|3.91\|9.81\|10.14\|9.68\|102892;2026-07-10\|10.19\|0.89\|10.13\|10.61\|10.04\|112290;2026-07-13\|9.52\|-6.58\|10.20\|10.20\|9.52\|97740
112808	英伟达VR200NVL72服务器MLCC用量大增	AI服务器电源+超级电容+浙江国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月26日投资者关系管理信息，公司产品在服务器电源上的应用已全面铺开，较大规模应用并取得良好评价，2026年将是公司在该领域规模发展的元年，已取得批量订单；据2026年4月29日投资者关系管理信息，超级电容已深度受益于服务器UPS、数据中心供电升级趋势，2026年已取得千万级营收。 2、公司是国内少数同时布局铝电解电容、薄膜电容、超级电容三大产品线并实现上游材料一体化的平台型企业，2025年超级电容营业收入3.52亿元，同比增长52.51%。 3、据2025年年度报告，公司最终控制人为浙江省人民政府国有资产监督管理委员会，属于国有企业。 4、据国泰海通证券2026年6月21日研报，首次覆盖给予“增持”评级，认为公司受益于AI电源升级，电容进入量价齐升爆发周期，预计2026-2028年归母净利润分别为11.00/19.06/29.13亿元。	国内唯一、全球少数几家在铝电解电容器、薄膜电容器、超级电容器三大类电容器同时研产销的公司，而且是品种最齐全、产业链最完整的企业	2026-03-03\|32.52\|-6.79\|34.79\|34.90\|32.45\|361442;2026-03-04\|32.66\|0.43\|32.31\|33.78\|32.31\|227331;2026-03-05\|32.25\|-1.26\|33.30\|33.56\|31.82\|266735;2026-03-06\|31.90\|-1.09\|32.21\|32.88\|31.78\|175302;2026-03-09\|31.19\|-2.23\|31.00\|31.56\|29.11\|335520;2026-03-10\|32.07\|2.82\|31.90\|32.45\|31.59\|177208;2026-03-11\|31.41\|-2.06\|32.07\|32.78\|31.27\|277285;2026-03-12\|30.65\|-2.42\|31.36\|31.61\|30.00\|204375;2026-03-13\|30.58\|-0.23\|30.49\|31.35\|30.20\|179884;2026-03-16\|31.40\|2.68\|31.00\|31.97\|29.96\|300400;2026-03-17\|29.00\|-7.64\|31.40\|31.56\|28.94\|374211;2026-03-18\|29.86\|2.97\|29.36\|29.99\|28.85\|218170;2026-03-19\|28.60\|-4.22\|29.85\|29.85\|28.41\|198501;2026-03-20\|27.94\|-2.31\|28.89\|29.39\|27.94\|164809;2026-03-23\|26.38\|-5.58\|27.11\|27.53\|26.10\|205591;2026-03-24\|26.65\|1.02\|26.96\|27.10\|25.88\|180056;2026-03-25\|27.47\|3.08\|27.20\|27.76\|27.05\|214252;2026-03-26\|27.60\|0.47\|27.22\|27.83\|27.15\|163504;2026-03-27\|27.83\|0.83\|27.11\|28.22\|26.70\|172833;2026-03-30\|29.76\|6.93\|27.48\|30.38\|27.28\|411800;2026-03-31\|28.92\|-2.82\|29.65\|30.04\|28.81\|213251;2026-04-01\|29.40\|1.66\|29.49\|30.11\|29.15\|194419;2026-04-02\|28.35\|-3.57\|29.41\|29.70\|28.05\|168849;2026-04-03\|28.77\|1.48\|28.50\|29.12\|28.11\|217805;2026-04-07\|28.15\|-2.15\|28.78\|29.38\|28.01\|188038;2026-04-08\|30.97\|10.02\|29.20\|30.97\|29.00\|417630;2026-04-09\|30.89\|-0.26\|30.40\|31.60\|30.20\|304110;2026-04-10\|29.75\|-3.69\|30.48\|30.79\|29.56\|536868;2026-04-13\|30.65\|3.03\|29.46\|30.95\|29.16\|529178;2026-04-14\|33.39\|8.94\|31.30\|33.72\|31.18\|925682;2026-04-15\|33.99\|1.80\|33.56\|34.20\|32.09\|816336;2026-04-16\|33.84\|-0.44\|35.00\|35.80\|33.45\|580328;2026-04-17\|33.03\|-2.39\|34.02\|34.09\|32.75\|461186;2026-04-20\|34.76\|5.24\|33.32\|35.56\|32.91\|534133;2026-04-21\|35.68\|2.65\|34.51\|36.37\|34.07\|413323;2026-04-22\|34.88\|-2.24\|35.56\|36.00\|34.80\|382247;2026-04-23\|34.59\|-0.83\|35.16\|35.65\|34.10\|359948;2026-04-24\|34.22\|-1.07\|34.20\|36.23\|33.98\|439962;2026-04-27\|37.64\|9.99\|35.78\|37.64\|35.28\|470838;2026-04-28\|37.64\|0.00\|38.28\|38.57\|37.15\|699123;2026-04-29\|38.18\|1.43\|37.14\|38.50\|36.40\|496692;2026-04-30\|38.35\|0.45\|38.46\|38.99\|37.70\|501909;2026-05-06\|40.43\|5.42\|39.67\|41.67\|38.64\|583209;2026-05-07\|44.00\|8.83\|40.70\|44.47\|40.50\|504277;2026-05-08\|43.14\|-1.95\|43.80\|43.95\|42.38\|323451;2026-05-11\|46.13\|6.93\|43.95\|47.02\|43.50\|465389;2026-05-12\|44.35\|-3.86\|46.54\|46.54\|42.51\|620075;2026-05-13\|47.29\|6.63\|44.05\|48.52\|43.45\|459117;2026-05-14\|45.90\|-2.94\|48.10\|48.31\|44.98\|407965;2026-05-15\|48.66\|6.01\|46.50\|49.55\|45.40\|651058;2026-05-18\|53.35\|9.64\|51.31\|53.53\|48.83\|747482;2026-05-19\|58.69\|10.01\|52.39\|58.69\|51.60\|606968;2026-05-20\|58.60\|-0.15\|59.87\|59.99\|57.06\|580919;2026-05-21\|55.51\|-5.27\|58.46\|58.90\|55.00\|480568;2026-05-22\|60.50\|8.99\|58.00\|61.06\|56.33\|582264;2026-05-25\|61.91\|2.33\|63.00\|63.73\|58.96\|595515;2026-05-26\|61.45\|-0.74\|61.91\|63.00\|59.32\|395371;2026-05-27\|67.60\|10.01\|67.60\|67.60\|67.60\|140062;2026-05-28\|74.07\|9.99\|72.01\|74.07\|71.36\|222347;2026-05-29\|77.85\|5.10\|81.48\|81.48\|76.05\|1069307;2026-06-01\|79.15\|1.67\|77.85\|82.50\|75.10\|844612;2026-06-02\|83.46\|5.45\|77.28\|86.10\|76.30\|685074;2026-06-03\|87.59\|4.95\|84.42\|90.90\|81.00\|611987;2026-06-04\|96.35\|10.00\|89.00\|96.35\|89.00\|366399;2026-06-05\|90.00\|-6.59\|92.01\|95.00\|88.48\|830858;2026-06-08\|83.62\|-7.09\|88.39\|89.00\|83.22\|801229;2026-06-09\|91.98\|10.00\|84.73\|91.98\|80.00\|642122;2026-06-10\|87.60\|-4.76\|90.93\|92.80\|85.50\|549961;2026-06-11\|82.80\|-5.48\|87.41\|90.00\|81.30\|526312;2026-06-12\|81.25\|-1.87\|87.50\|87.79\|80.00\|546742;2026-06-15\|86.73\|6.74\|83.66\|88.11\|82.50\|465693;2026-06-16\|95.40\|10.00\|88.29\|95.40\|87.33\|495743;2026-06-17\|104.93\|9.99\|97.12\|104.94\|97.01\|613007;2026-06-18\|108.06\|2.98\|104.01\|111.11\|104.01\|509023;2026-06-22\|105.00\|-2.83\|108.44\|112.00\|100.18\|654251;2026-06-23\|94.50\|-10.00\|103.00\|103.00\|94.50\|566574;2026-06-24\|100.93\|6.80\|94.78\|102.85\|94.53\|565500;2026-06-25\|111.02\|10.00\|104.86\|111.02\|104.02\|213364;2026-06-26\|109.00\|-1.82\|113.01\|115.44\|107.66\|583437;2026-06-29\|106.00\|-2.75\|110.35\|114.50\|103.10\|533187;2026-06-30\|105.00\|-0.94\|104.59\|108.68\|101.00\|371366;2026-07-01\|106.66\|1.58\|106.50\|113.18\|104.00\|374813;2026-07-02\|98.66\|-7.50\|99.00\|102.97\|96.15\|443297;2026-07-03\|97.96\|-0.71\|98.51\|104.37\|95.88\|378618;2026-07-06\|96.41\|-1.58\|97.96\|105.00\|96.26\|422463;2026-07-07\|88.53\|-8.17\|95.75\|95.97\|87.52\|580266;2026-07-08\|83.68\|-5.48\|90.51\|91.60\|83.22\|403873;2026-07-09\|90.54\|8.20\|86.94\|90.63\|82.35\|447999;2026-07-10\|86.70\|-4.24\|93.00\|96.30\|85.80\|392791;2026-07-13\|78.40\|-9.57\|85.66\|86.40\|78.03\|465214
112807	英伟达VR200NVL72服务器MLCC用量大增	BOPP电工膜+电容膜+复合铜箔+次新股行业原因： 6月2日，SK集团会长崔泰源称，SK海力士计划五年内将晶圆产能翻番。他表示，存储芯片产能瓶颈问题可能会持续到2030年。公司原因： 1、据2026年5月19日招股说明书，公司主营BOPP电工膜，2024年电容器用聚丙烯薄膜国内市占率16.4%排名第一、全球市占率11.7%排名第二，产品广泛应用于新能源汽车、光伏风电等领域。 2、据2026年5月28日互动易，公司有生产用于电池负极的铜箔基膜；据2026年5月19日招股说明书，复合铜箔是BOPP电工膜重要下游市场，公司已储备相关产品，2026年有望进入规模化应用。 3、公司于2026年5月22日新上市，据上市公告书，上市初期流通股仅3568.75万股，占总股本7.77%，流通市值较小。	公司从事BOPP电工膜研产销，产品系薄膜电容器和复合集流体等电子电力领域的关键材料	2026-05-22\|127.68\|710.15\|88.00\|140.91\|87.70\|296216;2026-05-25\|99.49\|-22.08\|108.00\|112.00\|98.75\|215396;2026-05-26\|86.08\|-13.48\|90.00\|95.20\|82.39\|189206;2026-05-27\|73.25\|-14.90\|81.02\|85.79\|72.66\|158419;2026-05-28\|73.09\|-0.22\|70.25\|78.80\|68.12\|145298;2026-05-29\|80.40\|10.00\|72.17\|80.40\|72.17\|122646;2026-06-01\|85.36\|6.17\|80.40\|88.38\|77.10\|177309;2026-06-02\|76.82\|-10.00\|81.00\|81.00\|76.82\|107843;2026-06-03\|77.14\|0.42\|72.02\|80.52\|71.80\|116072;2026-06-04\|84.85\|9.99\|75.09\|84.85\|72.00\|140073;2026-06-05\|83.11\|-2.05\|85.00\|89.15\|81.20\|140797;2026-06-08\|76.48\|-7.98\|78.93\|81.78\|75.80\|85484;2026-06-09\|78.08\|2.09\|81.20\|81.30\|76.61\|73283;2026-06-10\|70.27\|-10.00\|76.38\|76.41\|70.27\|83732;2026-06-11\|64.20\|-8.64\|66.90\|67.55\|64.00\|90512;2026-06-12\|60.91\|-5.12\|65.47\|65.89\|60.49\|90074;2026-06-15\|66.60\|9.34\|62.45\|67.00\|61.20\|90475;2026-06-16\|68.68\|3.12\|65.11\|69.73\|65.11\|79360;2026-06-17\|70.17\|2.17\|66.80\|71.20\|66.80\|69267;2026-06-18\|70.47\|0.43\|69.19\|71.77\|68.50\|57422;2026-06-22\|67.50\|-4.21\|69.60\|72.25\|66.71\|65924;2026-06-23\|65.00\|-3.70\|67.50\|67.59\|63.88\|45026;2026-06-24\|65.71\|1.09\|64.64\|66.18\|61.85\|45744;2026-06-25\|64.82\|-1.35\|65.79\|67.50\|63.18\|49540;2026-06-26\|59.33\|-8.47\|63.25\|63.52\|59.00\|52966;2026-06-29\|65.26\|9.99\|59.33\|65.26\|59.00\|36912;2026-06-30\|68.26\|4.60\|66.67\|68.68\|65.83\|81375;2026-07-01\|66.70\|-2.29\|68.00\|71.26\|66.00\|66221;2026-07-02\|64.16\|-3.81\|64.82\|67.98\|63.58\|49197;2026-07-03\|62.13\|-3.16\|64.99\|65.50\|62.00\|36748;2026-07-06\|58.81\|-5.34\|63.00\|63.00\|58.39\|40358;2026-07-07\|56.00\|-4.78\|59.05\|59.93\|54.89\|38665;2026-07-08\|56.39\|0.70\|55.60\|57.50\|53.60\|45997;2026-07-09\|53.79\|-4.61\|54.70\|55.83\|50.91\|50301;2026-07-10\|52.85\|-1.75\|53.40\|55.81\|52.71\|39179;2026-07-13\|48.99\|-7.30\|52.68\|53.25\|48.66\|33509
112806	英伟达VR200NVL72服务器MLCC用量大增	超级电容+间接投资光纤公司+储能电站行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。报告指出，高端AI服务器MLCC需求目前已呈现强劲态势，各ODM正积极抢备库存，以应对Rubin机架从2026年下半年起的量产爬坡。公司原因： 1、据2026年4月28日年报，公司主营储能系统设备、混合储能系列、超级电容炭及储能消防装置，已构建“核心材料－关键器件－储能系统－消防安全”全链条生产体系，并交付多个百兆瓦时级电网侧储能标杆项目。 2、据2026年3月3日公告，公司拟在广东投建200MW/400MWh独立储能电站，总投资约5亿元，建设周期6个月，是公司向“设备+运营”双轮驱动模式转型升级的关键举措。 3、据2023年2月10日互动，公司持有智芯一号99%的股权，已投资苏州易缆微半导体技术有限公司（公司创新的硅光子异质集成产品开发平台具有完全的自主知识产权，是解决人工智能时代数据中心1.6T和3.2T高性能光模块的最优解决方案之一；同时公司的无源产品线（常规和特种），光纤阵列和耦合光器件等，目前已经形成批量生产，客户遍及国内及欧美地区）。	1、公司主营储能系统设备、混合储能系列、超级电容炭及储能消防装置，开发新型号产品(如3000F低内阻超级电容器)保持技术领先； 2、公司通过智芯一号股权基金（持股99%）间接投资了苏州易缆微半导体技术有限公司；易缆微半导体是一家光纤通信产品研发生产商，致力于光纤通信系统、光网络系统、光电传感系统、物联网系统技术研究和试验发展及进出口业务	2026-03-03\|15.00\|-1.06\|15.50\|16.13\|14.97\|145883;2026-03-04\|14.90\|-0.67\|14.50\|15.00\|14.25\|94931;2026-03-05\|15.18\|1.88\|15.10\|15.30\|14.95\|76557;2026-03-06\|15.30\|0.79\|15.10\|15.46\|15.00\|60662;2026-03-09\|15.51\|1.37\|15.00\|15.58\|14.94\|92409;2026-03-10\|15.59\|0.52\|15.56\|15.62\|15.32\|75157;2026-03-11\|15.67\|0.51\|15.51\|16.08\|15.47\|123937;2026-03-12\|17.24\|10.02\|15.70\|17.24\|15.66\|113964;2026-03-13\|16.54\|-4.06\|17.58\|17.88\|16.40\|260420;2026-03-16\|16.62\|0.48\|16.54\|17.04\|16.45\|151228;2026-03-17\|15.95\|-4.03\|16.50\|16.54\|15.90\|132539;2026-03-18\|15.54\|-2.57\|16.17\|16.18\|15.25\|105737;2026-03-19\|15.84\|1.93\|15.73\|16.98\|15.34\|173707;2026-03-20\|15.35\|-3.09\|15.99\|16.35\|15.34\|110858;2026-03-23\|14.44\|-5.93\|15.08\|15.58\|14.30\|103939;2026-03-24\|15.03\|4.09\|15.01\|15.25\|14.60\|84360;2026-03-25\|15.06\|0.20\|15.08\|15.60\|14.96\|64112;2026-03-26\|14.27\|-5.25\|14.91\|14.96\|14.24\|67268;2026-03-27\|14.56\|2.03\|14.04\|14.87\|14.04\|63788;2026-03-30\|14.28\|-1.92\|14.55\|14.56\|14.20\|46282;2026-03-31\|14.14\|-0.98\|14.27\|14.38\|13.90\|47215;2026-04-01\|14.55\|2.90\|14.42\|14.55\|14.18\|48151;2026-04-02\|14.46\|-0.62\|14.56\|15.00\|14.25\|64321;2026-04-03\|13.96\|-3.46\|14.43\|14.68\|13.91\|38331;2026-04-07\|14.40\|3.15\|13.93\|14.50\|13.93\|40967;2026-04-08\|14.81\|2.85\|14.69\|14.82\|14.48\|36321;2026-04-09\|14.53\|-1.89\|14.88\|14.88\|14.46\|25617;2026-04-10\|14.90\|2.55\|14.59\|15.56\|14.50\|71103;2026-04-13\|14.98\|0.54\|14.70\|15.07\|14.50\|46589;2026-04-14\|15.66\|4.54\|15.21\|16.45\|15.15\|140051;2026-04-15\|14.91\|-4.79\|15.59\|15.59\|14.86\|94369;2026-04-16\|14.93\|0.13\|14.87\|15.21\|14.70\|58493;2026-04-17\|15.66\|4.89\|14.69\|15.97\|14.47\|126405;2026-04-20\|16.15\|3.13\|15.64\|16.80\|15.31\|146660;2026-04-21\|16.30\|0.93\|15.90\|16.57\|15.81\|93982;2026-04-22\|16.53\|1.41\|16.14\|16.64\|16.01\|82212;2026-04-23\|16.22\|-1.88\|16.40\|16.49\|16.00\|75604;2026-04-24\|15.29\|-5.73\|16.11\|16.11\|14.72\|121244;2026-04-27\|15.17\|-0.78\|15.15\|15.54\|14.93\|100977;2026-04-28\|14.88\|-1.91\|15.06\|15.46\|14.70\|71263;2026-04-29\|14.92\|0.27\|14.61\|15.23\|14.58\|55616;2026-04-30\|14.94\|0.13\|14.77\|15.20\|14.77\|37287;2026-05-06\|15.17\|1.54\|14.99\|15.43\|14.95\|42065;2026-05-07\|16.69\|10.02\|15.18\|16.69\|15.18\|53797;2026-05-08\|16.71\|0.12\|16.66\|16.80\|16.22\|175609;2026-05-11\|16.53\|-1.08\|16.79\|17.15\|16.42\|119935;2026-05-12\|17.01\|2.90\|16.70\|17.74\|16.50\|143197;2026-05-13\|17.09\|0.47\|16.96\|17.31\|16.83\|120143;2026-05-14\|16.87\|-1.29\|17.20\|17.39\|16.84\|126841;2026-05-15\|16.71\|-0.95\|16.75\|17.13\|16.53\|87481;2026-05-18\|17.19\|2.87\|16.68\|17.33\|15.98\|153119;2026-05-19\|16.99\|-1.16\|17.11\|17.26\|16.80\|100284;2026-05-20\|16.73\|-1.53\|17.00\|17.01\|16.52\|50792;2026-05-21\|15.57\|-6.93\|16.73\|16.77\|15.47\|83161;2026-05-22\|16.03\|2.95\|15.51\|16.15\|15.47\|60369;2026-05-25\|17.63\|9.98\|16.07\|17.63\|16.07\|79145;2026-05-26\|16.65\|-5.56\|17.24\|17.39\|16.57\|155268;2026-05-27\|15.90\|-4.50\|16.49\|17.10\|15.82\|109402;2026-05-28\|17.49\|10.00\|16.20\|17.49\|15.75\|127783;2026-05-29\|17.64\|0.86\|17.98\|18.88\|17.54\|339210;2026-06-01\|19.40\|9.98\|17.16\|19.40\|17.01\|279012;2026-06-02\|21.34\|10.00\|19.21\|21.34\|18.01\|367007;2026-06-03\|22.54\|5.62\|22.08\|23.47\|21.36\|377560;2026-06-04\|24.79\|9.98\|21.41\|24.79\|21.22\|293889;2026-06-05\|22.31\|-10.00\|23.25\|24.28\|22.31\|157037;2026-06-08\|20.08\|-10.00\|20.08\|20.08\|20.08\|27469;2026-06-09\|18.08\|-9.96\|18.81\|19.50\|18.07\|370052;2026-06-10\|16.27\|-10.01\|17.30\|17.37\|16.27\|241817;2026-06-11\|16.20\|-0.43\|15.76\|16.96\|15.76\|224465;2026-06-12\|15.75\|-2.78\|16.20\|16.47\|15.70\|175389;2026-06-15\|16.33\|3.68\|15.95\|16.79\|15.80\|178496;2026-06-16\|16.91\|3.55\|16.48\|17.15\|16.20\|160436;2026-06-17\|16.17\|-4.38\|16.71\|16.97\|16.08\|149554;2026-06-18\|16.10\|-0.43\|16.00\|16.34\|15.90\|82837;2026-06-22\|15.81\|-1.80\|15.95\|16.35\|15.34\|109308;2026-06-23\|15.83\|0.13\|15.66\|16.26\|15.47\|79840;2026-06-24\|15.00\|-5.24\|15.84\|15.84\|14.63\|114060;2026-06-25\|14.71\|-1.93\|15.00\|16.10\|14.64\|103896;2026-06-26\|13.98\|-4.96\|14.41\|14.54\|13.90\|86453;2026-06-29\|13.58\|-2.86\|14.00\|14.14\|13.41\|70727;2026-06-30\|13.36\|-1.62\|13.50\|13.64\|13.30\|57418;2026-07-01\|13.35\|-0.07\|13.32\|13.67\|13.27\|58781;2026-07-02\|13.43\|0.60\|13.35\|13.83\|13.23\|69676;2026-07-03\|13.71\|2.08\|13.38\|13.94\|13.30\|68923;2026-07-06\|13.49\|-1.60\|13.77\|14.43\|13.46\|94047;2026-07-07\|14.84\|10.01\|13.59\|14.84\|13.59\|60303;2026-07-08\|16.32\|9.97\|14.70\|16.32\|13.86\|267782;2026-07-09\|15.80\|-3.19\|16.43\|17.12\|14.69\|317567;2026-07-10\|14.51\|-8.16\|14.93\|15.25\|14.22\|222171;2026-07-13\|13.06\|-9.99\|14.38\|14.38\|13.06\|129969
112805	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"	合资投建+光纤涨价+数据中心+通信电缆行业原因：美股光通信板块昨晚集体大涨，Lumentum涨超16%，Coherent涨超13%，康宁上涨11%。AI数据中心热潮持续推动科技板块持续上涨，花旗集团表示，由少数大型科技股推动的美股跑赢格局料将持续。公司原因： 1、据2026年5月8日公告，公司拟与韶关曲江国资共设8亿元合资公司，投建年产600吨光棒及2000万芯公里光纤项目，并保留5年内收购国资所持80%股权的权利。 2、据2026年4月30日一季报，受市场行情影响光纤量价齐升，公司一季度营收10.64亿元，同比增长61.13%。 3、据2026年4月9日公告，公司提示近期市场对光纤光缆产品价格波动及数据中心光纤产品需求关注度较高，但公司用于数据中心的光纤产品比重较小，短期价格波动可持续性存在不确定性。 4、公司已建成“光纤预制棒—光纤—光缆—通信电缆、通信设备”完整产业链，光电线缆规模供货能力位居行业前列，直接服务国内三大电信运营商、铁路、国家电网等核心客户。	通信线缆全产业链企业；公司聚焦光通信产业的发展，建成了涵盖光纤预制棒、光纤、光缆、通信电缆、通信设备等多个业务类别较为完整的产业链，可为客户提供一揽子的产品和解决方案	2026-03-03\|12.23\|9.98\|11.61\|12.23\|11.30\|3136136;2026-03-04\|12.65\|3.43\|11.01\|13.19\|11.01\|3169809;2026-03-05\|12.20\|-3.56\|12.80\|12.91\|11.81\|2377988;2026-03-06\|11.46\|-6.07\|11.80\|12.06\|11.26\|1701355;2026-03-09\|10.99\|-4.10\|10.92\|11.11\|10.33\|1513024;2026-03-10\|11.90\|8.28\|11.15\|12.09\|11.00\|2295368;2026-03-11\|11.54\|-3.03\|12.11\|12.56\|11.50\|2139084;2026-03-12\|11.41\|-1.13\|11.48\|12.00\|11.21\|1572483;2026-03-13\|11.25\|-1.40\|11.36\|11.98\|11.16\|1530421;2026-03-16\|10.85\|-3.56\|11.22\|11.37\|10.55\|1082235;2026-03-17\|10.08\|-7.10\|10.91\|10.95\|10.03\|1177401;2026-03-18\|10.58\|4.96\|10.15\|10.58\|9.89\|1034765;2026-03-19\|10.35\|-2.17\|10.29\|10.95\|10.22\|1054612;2026-03-20\|9.93\|-4.06\|10.68\|10.85\|9.92\|1028558;2026-03-23\|9.42\|-5.14\|9.68\|9.93\|9.34\|1028120;2026-03-24\|10.36\|9.98\|9.73\|10.36\|9.54\|1750025;2026-03-25\|11.40\|10.04\|11.08\|11.40\|10.96\|412811;2026-03-26\|10.86\|-4.74\|11.61\|11.93\|10.84\|2469463;2026-03-27\|11.22\|3.31\|10.72\|11.79\|10.50\|1950905;2026-03-30\|11.65\|3.83\|10.90\|11.88\|10.90\|2051582;2026-03-31\|12.20\|4.72\|11.31\|12.80\|10.69\|2572171;2026-04-01\|11.96\|-1.97\|12.08\|12.35\|11.50\|1919865;2026-04-02\|12.00\|0.33\|11.69\|12.78\|11.69\|2001832;2026-04-03\|12.56\|4.67\|12.11\|12.58\|11.70\|2188118;2026-04-07\|13.82\|10.03\|12.56\|13.82\|12.38\|1835786;2026-04-08\|15.20\|9.99\|14.87\|15.20\|14.51\|740928;2026-04-09\|16.14\|6.18\|15.59\|16.66\|14.40\|3792356;2026-04-10\|14.59\|-9.60\|15.50\|15.78\|14.53\|3081565;2026-04-13\|14.82\|1.58\|14.18\|15.55\|13.88\|2631245;2026-04-14\|15.09\|1.82\|14.53\|15.50\|14.14\|2723818;2026-04-15\|14.20\|-5.90\|15.02\|15.50\|14.10\|2140452;2026-04-16\|15.62\|10.00\|13.95\|15.62\|13.73\|2606339;2026-04-17\|15.13\|-3.14\|15.62\|15.97\|15.00\|2115365;2026-04-20\|16.64\|9.98\|16.30\|16.64\|16.25\|717732;2026-04-21\|16.75\|0.66\|16.67\|17.23\|16.31\|2503264;2026-04-22\|17.22\|2.81\|16.62\|17.50\|16.56\|2486643;2026-04-23\|16.83\|-2.26\|17.01\|18.20\|16.83\|2032096;2026-04-24\|15.65\|-7.01\|16.34\|16.80\|15.31\|1860222;2026-04-27\|16.82\|7.48\|15.61\|17.00\|15.45\|2000595;2026-04-28\|16.56\|-1.55\|16.35\|17.36\|16.24\|1445841;2026-04-29\|16.57\|0.06\|16.51\|16.94\|16.27\|1087640;2026-04-30\|15.80\|-4.65\|16.95\|16.98\|15.27\|1438229;2026-05-06\|17.07\|8.04\|16.03\|17.36\|15.88\|1505716;2026-05-07\|18.78\|10.02\|18.78\|18.78\|18.55\|529731;2026-05-08\|20.66\|10.01\|20.04\|20.66\|20.03\|1153395;2026-05-11\|22.73\|10.02\|22.73\|22.73\|22.23\|873185;2026-05-12\|25.00\|9.99\|24.50\|25.00\|23.31\|1280051;2026-05-13\|26.95\|7.80\|25.01\|27.45\|25.01\|2850998;2026-05-14\|24.65\|-8.53\|26.16\|26.39\|24.38\|2297473;2026-05-15\|22.59\|-8.36\|24.07\|24.43\|22.26\|1976095;2026-05-18\|23.69\|4.87\|22.88\|24.85\|22.65\|1848241;2026-05-19\|23.69\|0.00\|23.17\|23.83\|22.51\|1478859;2026-05-20\|24.15\|1.94\|23.46\|24.88\|22.81\|1805552;2026-05-21\|21.74\|-9.98\|23.93\|23.93\|21.74\|1525473;2026-05-22\|22.80\|4.88\|22.58\|22.83\|22.02\|1212650;2026-05-25\|23.58\|3.42\|23.21\|23.76\|21.99\|1422804;2026-05-26\|21.75\|-7.76\|23.42\|23.55\|21.22\|1375454;2026-05-27\|21.24\|-2.34\|21.61\|22.22\|20.81\|1275677;2026-05-28\|23.12\|8.85\|20.89\|23.36\|20.61\|1803733;2026-05-29\|23.93\|3.50\|23.00\|24.86\|22.01\|2388106;2026-06-01\|23.20\|-3.05\|23.61\|24.70\|22.48\|1841859;2026-06-02\|25.09\|8.15\|22.52\|25.20\|22.52\|2420991;2026-06-03\|24.39\|-2.79\|25.01\|26.50\|24.00\|2710396;2026-06-04\|26.83\|10.00\|23.52\|26.83\|23.52\|2260459;2026-06-05\|24.82\|-7.49\|26.42\|28.58\|24.65\|2972135;2026-06-08\|25.10\|1.13\|22.36\|26.68\|22.36\|2490141;2026-06-09\|26.60\|5.98\|25.80\|26.76\|24.78\|2257897;2026-06-10\|24.29\|-8.68\|25.81\|25.98\|23.94\|1736489;2026-06-11\|24.06\|-0.95\|24.16\|24.86\|23.50\|1200241;2026-06-12\|22.73\|-5.53\|24.70\|25.13\|22.55\|1788554;2026-06-15\|24.13\|6.16\|23.66\|24.13\|22.70\|1837948;2026-06-16\|26.10\|8.16\|24.37\|26.54\|23.91\|2468229;2026-06-17\|28.71\|10.00\|26.11\|28.71\|25.66\|1882733;2026-06-18\|31.58\|10.00\|30.01\|31.58\|30.01\|554442;2026-06-22\|34.00\|7.66\|34.28\|34.74\|32.53\|2791293;2026-06-23\|33.68\|-0.94\|34.59\|35.50\|32.58\|1726219;2026-06-24\|37.05\|10.01\|33.68\|37.05\|33.68\|471021;2026-06-25\|38.50\|3.91\|39.55\|39.71\|37.00\|2060446;2026-06-26\|36.15\|-6.10\|37.32\|38.11\|34.65\|1868289;2026-06-29\|33.20\|-8.16\|36.00\|36.38\|32.54\|1801076;2026-06-30\|32.40\|-2.41\|34.20\|34.57\|31.42\|1506094;2026-07-01\|29.59\|-8.67\|31.82\|32.59\|29.19\|1785346;2026-07-02\|26.63\|-10.00\|27.96\|28.81\|26.63\|1346750;2026-07-03\|25.47\|-4.36\|26.32\|27.04\|25.36\|1418150;2026-07-06\|24.13\|-5.26\|26.23\|26.37\|23.55\|1314162;2026-07-07\|23.16\|-4.02\|24.00\|24.35\|22.70\|1046544;2026-07-08\|22.61\|-2.37\|23.89\|23.90\|22.32\|1040519;2026-07-09\|23.30\|3.05\|22.95\|23.45\|21.70\|1453138;2026-07-10\|22.08\|-5.24\|23.34\|24.30\|22.00\|1467448;2026-07-13\|19.87\|-10.01\|21.67\|21.85\|19.87\|1332581

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