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
121125	多家PCB及上游CCL龙头业绩超预期	AI算力PCB+一季报增长+半导体设备+商业航天行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2025年年度报告及2026年4月28日机构调研，公司PCB设备业务2025年营收57.73亿元，同比增长72.68%，受益于AI算力需求，CCD六轴独立机械钻孔机等核心设备已获多家AI服务器PCB龙头客户认证并量产。 2、据2026年4月21日公告，公司2026年一季度实现营收51.35亿元，同比增长74.44%；归母净利润3.54亿元，同比增长116.59%。 3、2026年4月28日机构调研，半导体设备领域，公司晶圆切割、封测设备持续放量，正积极推进国产替代。 4、据2026年4月28日机构调研及2025年12月23日公司微信公众号，公司为蓝箭航天朱雀三号火箭提供精密激光焊接解决方案，实现不锈钢箭体关键部件全自动激光焊接，技术达国际领先水平。	全球领先的智能制造装备整体解决方案服务商，控股子公司大族数控研发、生产并销售PCB专用设备；一季报净利润同比上涨116.59%	2026-05-07\|112.41\|10.00\|102.07\|112.41\|102.07\|413907;2026-05-08\|122.06\|8.58\|115.40\|122.92\|112.20\|649524;2026-05-11\|134.27\|10.00\|124.50\|134.27\|124.50\|674366;2026-05-12\|134.66\|0.29\|134.20\|139.82\|128.28\|664624;2026-05-13\|148.13\|10.00\|138.32\|148.13\|137.35\|438890;2026-05-14\|149.23\|0.74\|153.00\|156.50\|147.07\|612225;2026-05-15\|143.30\|-3.97\|149.24\|151.10\|138.71\|545704;2026-05-18\|138.53\|-3.33\|141.04\|142.80\|136.77\|586277;2026-05-19\|136.99\|-1.11\|137.89\|139.91\|133.91\|438754;2026-05-20\|144.54\|5.51\|135.80\|145.90\|135.68\|624467;2026-05-21\|142.59\|-1.21\|146.61\|152.49\|140.01\|664306;2026-05-22\|146.28\|2.59\|139.74\|150.00\|139.74\|568736;2026-05-25\|142.23\|-2.77\|146.80\|147.52\|138.15\|462376;2026-05-26\|135.45\|-4.77\|142.18\|143.00\|130.10\|739365;2026-05-27\|131.31\|-3.06\|134.01\|138.00\|129.00\|482716;2026-05-28\|135.98\|3.56\|132.88\|137.85\|132.55\|458812;2026-05-29\|131.85\|-3.04\|136.10\|137.69\|130.07\|389035;2026-06-01\|124.91\|-5.26\|133.68\|136.52\|124.80\|401492;2026-06-02\|127.00\|1.67\|125.10\|129.76\|123.32\|367989;2026-06-03\|130.60\|2.83\|127.08\|134.60\|124.00\|561596;2026-06-04\|134.65\|3.10\|129.75\|138.00\|126.59\|673002;2026-06-05\|127.87\|-5.04\|133.99\|135.62\|127.00\|568179;2026-06-08\|120.86\|-5.48\|122.22\|127.04\|120.35\|578765;2026-06-09\|124.50\|3.01\|123.03\|126.01\|118.90\|402942;2026-06-10\|122.48\|-1.62\|122.00\|123.45\|116.30\|448514;2026-06-11\|121.45\|-0.84\|121.28\|126.00\|119.45\|345858;2026-06-12\|119.12\|-1.92\|127.00\|127.20\|118.00\|371677;2026-06-15\|124.20\|4.26\|121.15\|125.13\|118.00\|449524;2026-06-16\|136.62\|10.00\|125.74\|136.62\|123.00\|585798;2026-06-17\|135.84\|-0.57\|139.35\|143.00\|130.08\|1037138;2026-06-18\|134.90\|-0.69\|135.54\|137.86\|129.20\|869899;2026-06-22\|131.93\|-2.20\|136.88\|140.35\|128.00\|877822;2026-06-23\|145.11\|9.99\|134.00\|145.12\|132.00\|1224537;2026-06-24\|152.23\|4.91\|136.73\|157.74\|135.00\|1187226;2026-06-25\|152.80\|0.37\|153.75\|156.60\|147.80\|873576;2026-06-26\|151.27\|-1.00\|168.08\|168.08\|151.00\|1261837;2026-06-29\|141.20\|-6.66\|150.00\|157.42\|137.00\|1051437;2026-06-30\|150.11\|6.31\|144.01\|155.32\|138.68\|1051431;2026-07-01\|137.98\|-8.08\|149.00\|150.49\|136.88\|797839;2026-07-02\|125.01\|-9.40\|130.26\|133.40\|125.00\|704794;2026-07-03\|129.64\|3.70\|125.01\|134.20\|124.68\|578639;2026-07-06\|130.97\|1.03\|130.95\|138.50\|129.63\|541458;2026-07-07\|130.35\|-0.47\|129.63\|133.80\|126.72\|387015;2026-07-08\|127.90\|-1.88\|130.31\|134.48\|126.00\|379198;2026-07-09\|130.90\|2.35\|130.10\|131.99\|122.67\|520764;2026-07-10\|130.30\|-0.46\|138.88\|140.68\|127.00\|1172393;2026-07-13\|117.27\|-10.00\|131.19\|131.29\|117.27\|642909;2026-07-14\|119.50\|1.90\|113.40\|121.98\|107.56\|805767;2026-07-15\|114.36\|-4.30\|121.80\|122.20\|113.88\|463302;2026-07-16\|108.10\|-5.47\|113.29\|115.13\|106.60\|429713;2026-07-17\|101.91\|-5.73\|107.50\|109.63\|100.00\|573796;2026-07-20\|91.72\|-10.00\|103.96\|105.00\|91.72\|576076;2026-07-21\|100.89\|10.00\|93.30\|100.89\|87.29\|528979;2026-07-22\|104.93\|4.00\|104.45\|109.88\|104.04\|614079;2026-07-23\|105.30\|0.35\|106.50\|109.38\|103.30\|416517;2026-07-24\|101.76\|-3.36\|102.10\|105.28\|100.19\|334198;2026-07-27\|103.32\|1.53\|101.77\|103.77\|98.00\|415139;2026-07-28\|94.17\|-8.86\|100.01\|102.51\|93.11\|414562;2026-07-29\|91.00\|-3.37\|94.07\|96.05\|86.73\|524942;2026-07-30\|81.90\|-10.00\|89.08\|90.75\|81.90\|538394;2026-07-31\|84.51\|3.19\|89.00\|90.09\|84.48\|559435;2026-08-03\|81.21\|-3.90\|84.01\|86.48\|80.80\|372412;2026-08-04\|88.25\|8.67\|82.29\|89.33\|80.32\|518675;2026-08-05\|94.80\|7.42\|87.37\|95.75\|86.50\|540095;2026-08-06\|95.20\|0.42\|92.30\|98.03\|90.75\|418075;2026-08-07\|99.75\|4.78\|95.20\|101.13\|94.75\|538213;2026-08-10\|95.91\|-3.85\|99.97\|100.90\|92.91\|434872;2026-08-11\|95.38\|-0.55\|94.66\|96.87\|93.28\|303574;2026-08-12\|94.30\|-1.13\|95.99\|97.96\|93.33\|436780;2026-08-13\|94.75\|0.48\|95.80\|99.71\|94.66\|498959;2026-08-14\|99.00\|4.49\|95.07\|99.49\|93.70\|426404;2026-08-17\|100.77\|1.79\|99.99\|100.77\|96.16\|517851;2026-08-18\|98.00\|-2.75\|100.78\|101.58\|95.85\|469734;2026-08-19\|88.20\|-10.00\|94.16\|95.89\|88.20\|576094;2026-08-20\|91.56\|3.81\|89.31\|92.08\|87.13\|457040;2026-08-21\|90.90\|-0.72\|91.00\|93.00\|88.81\|304282;2026-08-24\|86.10\|-5.28\|92.32\|92.68\|83.26\|437852;2026-08-25\|85.05\|-1.22\|84.04\|86.66\|82.33\|304219;2026-08-26\|85.68\|0.74\|85.62\|87.06\|83.01\|273370;2026-08-27\|90.00\|5.04\|87.02\|90.58\|85.89\|360572;2026-08-28\|87.62\|-2.64\|89.81\|90.85\|87.55\|251760;2026-08-31\|96.38\|10.00\|86.47\|96.38\|85.73\|579100;2026-09-01\|94.60\|-1.85\|97.37\|99.50\|94.02\|712310;2026-09-02\|93.39\|-1.28\|95.50\|95.50\|91.00\|475494;2026-09-03\|93.00\|-0.42\|94.40\|95.19\|90.90\|456320;2026-09-04\|87.67\|-5.73\|94.00\|94.59\|86.86\|504674;2026-09-07\|93.77\|6.96\|89.34\|96.38\|89.01\|609500;2026-09-08\|95.72\|2.08\|94.12\|97.50\|92.17\|662568;2026-09-09\|94.85\|-0.91\|95.01\|97.70\|93.80\|533787;2026-09-10\|94.78\|-0.07\|95.03\|96.64\|93.20\|387220;2026-09-11\|92.95\|-1.93\|92.22\|93.98\|89.40\|372471
121124	多家PCB及上游CCL龙头业绩超预期	电子布涨价+特种电子布+AI算力行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据证券时报2026年6月15日报道，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%，核心驱动力来自AI算力需求带来的结构性增长。 2、据2026年4月10日年报，AI算力硬件迭代催生PCB行业结构性增长，预计低介电、低热膨胀系数等高功能性特种电子布需求将大幅增长，公司2025年特种电子布收入1.78亿元，同比大增1327%。 3、据2026年6月13日公告，公司全资子公司黄石宏和投资约80亿元建设“高性能电子材料产业园项目”，近日已取得相关地块不动产权证，项目取得实质进展。	公司是全球高端电子级玻璃纤维布龙头，极薄布、低介电、低CTE特种电子布技术国际领先，为AI服务器PCB核心上游材料	2026-05-07\|144.11\|10.00\|135.00\|144.11\|135.00\|221060;2026-05-08\|148.87\|3.30\|144.98\|151.08\|138.68\|237760;2026-05-11\|149.98\|0.75\|147.93\|153.20\|140.79\|281994;2026-05-12\|148.31\|-1.11\|147.00\|151.00\|143.55\|209959;2026-05-13\|146.22\|-1.41\|143.50\|147.64\|140.20\|208616;2026-05-14\|141.83\|-3.00\|146.00\|147.80\|140.12\|176225;2026-05-15\|134.10\|-5.45\|141.62\|142.60\|132.00\|221019;2026-05-18\|131.48\|-1.95\|134.10\|134.90\|130.00\|182559;2026-05-19\|137.21\|4.36\|131.48\|137.98\|127.89\|223859;2026-05-20\|145.00\|5.68\|135.84\|147.01\|134.00\|249481;2026-05-21\|144.88\|-0.08\|148.00\|155.99\|141.50\|287969;2026-05-22\|159.37\|10.00\|148.00\|159.37\|147.99\|194299;2026-05-25\|175.31\|10.00\|167.49\|175.31\|164.50\|204415;2026-05-26\|183.90\|4.90\|175.31\|190.87\|171.50\|237878;2026-05-27\|179.92\|-2.16\|183.50\|189.02\|178.60\|212829;2026-05-28\|197.91\|10.00\|181.00\|197.91\|181.00\|162620;2026-05-29\|202.15\|2.14\|208.00\|208.00\|194.92\|219822;2026-06-01\|181.94\|-10.00\|181.94\|191.10\|181.94\|60384;2026-06-02\|198.80\|9.27\|163.75\|200.13\|163.75\|292713;2026-06-03\|197.37\|-0.72\|195.00\|207.67\|190.05\|241477;2026-06-04\|195.01\|-1.20\|194.00\|198.61\|192.59\|144992;2026-06-05\|196.06\|0.54\|192.00\|210.49\|190.10\|173625;2026-06-08\|188.56\|-3.83\|186.60\|195.00\|182.30\|175007;2026-06-09\|207.34\|10.00\|197.02\|207.34\|192.00\|156555;2026-06-10\|197.85\|-4.58\|201.21\|203.33\|188.00\|217331;2026-06-11\|211.00\|6.65\|196.80\|215.00\|193.77\|192094;2026-06-12\|207.89\|-1.47\|216.00\|225.01\|207.89\|182911;2026-06-15\|228.68\|10.00\|212.05\|228.68\|203.55\|166999;2026-06-16\|251.55\|10.00\|237.02\|251.55\|234.66\|132057;2026-06-17\|258.90\|2.92\|256.00\|276.00\|253.00\|226130;2026-06-18\|257.80\|-0.42\|244.70\|264.30\|244.70\|187693;2026-06-22\|263.01\|2.02\|257.75\|274.07\|251.18\|179393;2026-06-23\|247.90\|-5.75\|260.36\|260.36\|242.42\|134577;2026-06-24\|267.98\|8.10\|243.01\|272.00\|243.01\|151449;2026-06-25\|276.76\|3.28\|267.99\|287.59\|262.00\|149074;2026-06-26\|297.00\|7.31\|275.39\|304.00\|275.39\|171651;2026-06-29\|267.30\|-10.00\|287.00\|287.00\|267.30\|141737;2026-06-30\|265.33\|-0.74\|256.02\|280.00\|256.02\|159550;2026-07-01\|255.97\|-3.53\|268.55\|269.90\|249.40\|139817;2026-07-02\|233.23\|-8.88\|244.90\|253.20\|233.00\|160706;2026-07-03\|238.00\|2.05\|233.24\|251.90\|228.70\|170933;2026-07-06\|219.33\|-7.84\|238.23\|241.74\|214.20\|185478;2026-07-07\|218.35\|-0.45\|219.34\|224.78\|213.01\|125276;2026-07-08\|205.00\|-6.11\|222.72\|223.99\|204.68\|148503;2026-07-09\|213.65\|4.22\|209.04\|215.00\|201.18\|154554;2026-07-10\|206.03\|-3.57\|215.00\|224.14\|206.00\|144108;2026-07-13\|189.00\|-8.27\|202.00\|206.29\|185.45\|156227;2026-07-14\|206.05\|9.02\|189.02\|207.90\|186.56\|163230;2026-07-15\|190.20\|-7.69\|206.00\|209.83\|190.02\|142118;2026-07-16\|177.00\|-6.94\|178.04\|187.88\|173.79\|154728;2026-07-17\|160.28\|-9.45\|176.80\|179.79\|159.30\|145944;2026-07-20\|144.25\|-10.00\|165.60\|167.48\|144.25\|154632;2026-07-21\|158.68\|10.00\|152.13\|158.68\|134.01\|144641;2026-07-22\|155.06\|-2.28\|159.12\|169.50\|154.00\|173917;2026-07-23\|153.83\|-0.79\|158.16\|167.90\|152.35\|142799;2026-07-24\|145.77\|-5.24\|150.81\|152.00\|144.21\|117743;2026-07-27\|160.35\|10.00\|147.67\|160.35\|144.39\|223604;2026-07-28\|148.64\|-7.30\|157.31\|164.60\|146.50\|204637;2026-07-29\|139.07\|-6.44\|148.63\|154.99\|133.97\|256380;2026-07-30\|125.16\|-10.00\|134.11\|138.99\|125.16\|223602;2026-07-31\|128.13\|2.37\|137.50\|137.68\|127.52\|254006;2026-08-03\|115.32\|-10.00\|124.84\|127.00\|115.32\|248186;2026-08-04\|125.55\|8.87\|118.00\|126.85\|112.60\|279474;2026-08-05\|138.11\|10.00\|123.18\|138.11\|122.36\|216274;2026-08-06\|148.74\|7.70\|138.00\|150.98\|137.02\|316551;2026-08-07\|158.80\|6.76\|149.36\|163.61\|146.20\|387872;2026-08-10\|157.54\|-0.79\|161.50\|165.58\|149.70\|323480;2026-08-11\|152.82\|-3.00\|151.01\|158.97\|149.03\|213864;2026-08-12\|154.49\|1.09\|152.79\|156.55\|149.79\|192038;2026-08-13\|151.68\|-1.82\|156.88\|160.90\|151.30\|217284;2026-08-14\|154.18\|1.65\|151.00\|156.50\|145.50\|233956;2026-08-17\|160.93\|4.38\|156.50\|162.23\|154.19\|232989;2026-08-18\|157.22\|-2.31\|162.50\|164.51\|153.77\|195901;2026-08-19\|141.50\|-10.00\|150.00\|152.50\|141.50\|184247;2026-08-20\|137.40\|-2.90\|141.50\|142.00\|135.01\|183895;2026-08-21\|140.41\|2.19\|137.42\|143.03\|134.31\|145910;2026-08-24\|133.90\|-4.64\|140.00\|140.15\|129.86\|129593;2026-08-25\|133.16\|-0.55\|130.53\|135.90\|127.46\|109448;2026-08-26\|133.92\|0.57\|134.23\|135.57\|129.97\|102669;2026-08-27\|140.76\|5.11\|135.89\|141.80\|133.70\|135429;2026-08-28\|139.17\|-1.13\|138.50\|144.18\|138.01\|138586;2026-08-31\|147.55\|6.02\|133.74\|149.74\|133.34\|192952;2026-09-01\|138.60\|-6.07\|150.21\|151.99\|134.87\|229139;2026-09-02\|136.30\|-1.66\|134.64\|141.32\|134.64\|134701;2026-09-03\|134.10\|-1.61\|137.12\|138.00\|132.34\|111188;2026-09-04\|120.69\|-10.00\|134.90\|135.50\|120.69\|266534;2026-09-07\|123.82\|2.59\|120.00\|126.65\|118.73\|256526;2026-09-08\|126.78\|2.39\|123.08\|132.87\|123.00\|200568;2026-09-09\|128.25\|1.16\|128.79\|131.54\|126.76\|137814;2026-09-10\|129.10\|0.66\|127.00\|134.50\|125.48\|171251;2026-09-11\|129.82\|0.56\|127.43\|130.89\|123.05\|155472
121123	多家PCB及上游CCL龙头业绩超预期	铜箔+微通道冷板+固态电池+一季报增长行业原因：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%。华西证券5月24日研报指出，在AI算力硬件爆发驱动下，RTF和HVLP等高端铜箔供不应求，行业已开启新一轮涨价潮，加工费普遍上调。公司原因： 1、据2026年5月27日投资者关系活动记录表，公司紧跟AI算力发展趋势，重点布局高纯高导无氧铜材、热管素材管、铲齿式微通道冷板组件等产品；2025年AI方向铜基材料销量从2024年3193吨提升至7326吨。 2、据2026年4月29日年报及2026年5月27日投资者关系活动记录表，公司是全球领先的铜加工企业，铜箔业务高速增长，2026年一季度甘肃海亮铜箔销量2.18万吨、同比增长155%，实现净利润1.2亿元。 3、据2026年5月27日投资者关系活动记录表，公司适配固态电池的高耐蚀性铜箔、微孔铜箔、无负极自生成式铜箔已具备量产出货能力，并获头部电池厂商认可。	公司表示铜箔设备在性能上已不逊色于海外设备，且更具成本优势，海外市场有较大拓展空间，积极推动国产铜箔装备及电极材料的出口	2026-05-07\|20.89\|5.56\|19.70\|21.01\|18.86\|1136520;2026-05-08\|22.11\|5.84\|21.08\|22.48\|20.71\|947152;2026-05-11\|22.52\|1.85\|22.13\|23.13\|21.53\|701990;2026-05-12\|22.90\|1.69\|22.96\|23.26\|22.05\|527154;2026-05-13\|23.03\|0.57\|22.45\|23.28\|22.17\|418516;2026-05-14\|21.71\|-5.73\|22.60\|23.20\|21.50\|522878;2026-05-15\|21.19\|-2.40\|21.61\|22.00\|20.85\|435076;2026-05-18\|21.58\|1.84\|20.73\|21.79\|19.96\|681694;2026-05-19\|20.52\|-4.91\|21.56\|21.58\|20.20\|433426;2026-05-20\|20.69\|0.83\|20.33\|20.80\|19.70\|426612;2026-05-21\|20.00\|-3.33\|20.99\|21.48\|19.92\|499033;2026-05-22\|21.42\|7.10\|20.12\|21.90\|19.61\|508672;2026-05-25\|20.98\|-2.05\|21.56\|21.86\|20.20\|502243;2026-05-26\|19.75\|-5.86\|20.81\|20.83\|19.30\|514293;2026-05-27\|19.06\|-3.49\|19.76\|20.13\|18.95\|436444;2026-05-28\|20.97\|10.02\|18.99\|20.97\|18.81\|623206;2026-05-29\|20.51\|-2.19\|21.10\|21.55\|20.15\|790894;2026-06-01\|20.06\|-2.19\|20.52\|20.78\|19.91\|408742;2026-06-02\|19.59\|-2.34\|20.19\|20.39\|19.21\|415897;2026-06-03\|20.41\|4.19\|19.61\|21.06\|19.49\|457574;2026-06-04\|19.49\|-4.51\|20.09\|20.25\|19.31\|300402;2026-06-05\|19.04\|-2.31\|19.49\|19.75\|18.88\|298879;2026-06-08\|17.90\|-5.99\|17.89\|18.39\|17.68\|417877;2026-06-09\|18.86\|5.36\|18.22\|19.27\|17.80\|367729;2026-06-10\|19.37\|2.70\|18.79\|19.56\|18.00\|449132;2026-06-11\|21.31\|10.02\|21.31\|21.31\|21.31\|268346;2026-06-12\|23.44\|10.00\|23.42\|23.44\|22.62\|1025318;2026-06-15\|24.79\|5.76\|23.00\|25.50\|22.50\|1801445;2026-06-16\|24.50\|-1.17\|24.00\|25.20\|24.00\|1087073;2026-06-17\|23.20\|-5.31\|23.97\|24.87\|23.00\|1007099;2026-06-18\|25.52\|10.00\|22.95\|25.52\|22.74\|785435;2026-06-22\|26.30\|3.06\|26.57\|26.99\|25.15\|1366945;2026-06-23\|24.40\|-7.22\|26.30\|26.46\|24.01\|961153;2026-06-24\|24.68\|1.15\|24.27\|25.13\|23.72\|683516;2026-06-25\|24.05\|-2.55\|24.33\|24.68\|23.75\|608792;2026-06-26\|22.58\|-6.11\|23.95\|24.05\|22.15\|572954;2026-06-29\|21.73\|-3.76\|22.56\|23.00\|21.10\|487782;2026-06-30\|22.85\|5.15\|21.52\|23.14\|21.21\|538864;2026-07-01\|22.05\|-3.50\|22.97\|23.40\|21.86\|445265;2026-07-02\|20.94\|-5.03\|21.48\|21.97\|20.85\|487561;2026-07-03\|21.77\|3.96\|20.95\|22.35\|20.72\|504961;2026-07-06\|20.34\|-6.57\|22.20\|22.28\|20.27\|387192;2026-07-07\|20.30\|-0.20\|20.22\|20.77\|20.07\|279064;2026-07-08\|20.41\|0.54\|20.30\|21.17\|19.76\|432289;2026-07-09\|20.08\|-1.03\|20.60\|20.60\|18.58\|612542;2026-07-10\|19.50\|-2.89\|20.08\|20.55\|19.50\|320437;2026-07-13\|18.42\|-5.54\|19.20\|19.40\|18.36\|331428;2026-07-14\|19.53\|6.03\|18.51\|19.85\|18.30\|366793;2026-07-15\|18.71\|-4.20\|19.61\|19.78\|18.55\|212581;2026-07-16\|18.51\|-1.07\|18.51\|19.20\|18.24\|312801;2026-07-17\|17.64\|-4.70\|18.39\|18.49\|17.40\|363891;2026-07-20\|16.66\|-5.56\|17.90\|18.29\|16.33\|423616;2026-07-21\|18.33\|10.02\|16.89\|18.33\|16.44\|429671;2026-07-22\|18.38\|0.27\|18.55\|19.77\|18.34\|528122;2026-07-23\|18.75\|2.01\|18.54\|19.20\|18.38\|366804;2026-07-24\|17.85\|-4.80\|18.45\|18.53\|17.62\|239094;2026-07-27\|18.07\|1.23\|17.94\|18.27\|17.58\|202799;2026-07-28\|16.79\|-7.08\|17.71\|17.86\|16.65\|263356;2026-07-29\|17.76\|5.78\|17.30\|18.08\|16.84\|414259;2026-07-30\|17.25\|-2.87\|17.45\|17.60\|16.12\|503824;2026-07-31\|18.37\|6.49\|17.78\|18.88\|17.78\|411431;2026-08-03\|18.66\|1.58\|18.22\|19.10\|18.10\|309713;2026-08-04\|19.14\|2.57\|19.00\|19.30\|18.57\|288838;2026-08-05\|19.43\|1.52\|19.10\|19.90\|18.91\|272161;2026-08-06\|19.22\|-1.08\|19.43\|19.57\|18.87\|300065;2026-08-07\|20.80\|8.22\|19.89\|20.96\|19.12\|531655;2026-08-10\|19.75\|-5.05\|20.52\|20.60\|19.42\|381740;2026-08-11\|19.19\|-2.84\|19.56\|19.71\|19.06\|230670;2026-08-12\|19.38\|0.99\|19.22\|19.60\|18.93\|172108;2026-08-13\|19.31\|-0.36\|19.60\|20.25\|19.28\|226774;2026-08-14\|19.08\|-1.19\|19.26\|19.39\|18.92\|149240;2026-08-17\|19.78\|3.67\|19.28\|19.90\|18.91\|306588;2026-08-18\|19.19\|-2.98\|19.59\|19.67\|18.80\|204266;2026-08-19\|18.37\|-4.27\|18.67\|19.05\|18.27\|161503;2026-08-20\|18.37\|0.00\|18.58\|18.79\|18.20\|140559;2026-08-21\|18.84\|2.56\|18.35\|18.94\|18.02\|161277;2026-08-24\|19.32\|2.55\|19.20\|19.43\|18.60\|222553;2026-08-25\|19.10\|-1.14\|19.13\|19.43\|18.52\|250006;2026-08-26\|19.33\|1.20\|19.24\|19.66\|19.11\|191021;2026-08-27\|20.29\|4.97\|19.28\|20.60\|19.20\|350020;2026-08-28\|19.75\|-2.66\|20.50\|20.60\|19.00\|512842;2026-08-31\|19.49\|-1.32\|19.29\|19.87\|19.01\|370248;2026-09-01\|18.70\|-4.05\|19.36\|19.49\|18.60\|239509;2026-09-02\|19.50\|4.28\|18.30\|19.60\|18.01\|336524;2026-09-03\|19.45\|-0.26\|19.65\|19.94\|19.19\|291752;2026-09-04\|18.84\|-3.14\|19.50\|19.58\|18.70\|227986;2026-09-07\|19.16\|1.70\|18.83\|19.40\|18.73\|143541;2026-09-08\|19.35\|0.99\|19.29\|19.60\|19.08\|181281;2026-09-09\|19.85\|2.58\|19.39\|19.96\|19.37\|257489;2026-09-10\|20.16\|1.56\|19.76\|20.35\|19.61\|255965;2026-09-11\|19.66\|-2.48\|19.70\|19.88\|19.11\|200277
121122	多家PCB及上游CCL龙头业绩超预期	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商；预计上半年净利润同比增长117%-131%，在报告期内，覆铜板板块，面对原材料价格上涨、高端产品市场需求持续高速增长等影响，公司积极调整优化产品销售结构，并推动扩产产能及时释放，从而带动覆铜板销量上升，覆铜板产品营业收入及毛利增加，推动盈利水平提升； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-05-07\|82.00\|1.47\|82.42\|83.00\|80.00\|451021;2026-05-08\|82.00\|0.00\|80.53\|84.15\|80.10\|380322;2026-05-11\|83.66\|2.02\|82.62\|84.28\|81.00\|480487;2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218;2026-07-22\|126.00\|-7.13\|135.67\|140.19\|124.06\|823857;2026-07-23\|125.10\|-0.71\|129.00\|134.21\|123.80\|609987;2026-07-24\|118.71\|-5.11\|123.81\|123.99\|117.99\|604586;2026-07-27\|125.99\|6.13\|120.00\|125.99\|114.66\|575210;2026-07-28\|113.39\|-10.00\|119.42\|121.00\|113.39\|480574;2026-07-29\|108.18\|-4.59\|111.88\|112.70\|102.60\|887963;2026-07-30\|100.08\|-7.49\|105.00\|108.83\|97.51\|810983;2026-07-31\|105.64\|5.56\|110.09\|110.09\|105.44\|808423;2026-08-03\|102.03\|-3.42\|102.01\|105.88\|99.88\|532053;2026-08-04\|112.23\|10.00\|105.00\|112.23\|103.50\|609875;2026-08-05\|122.79\|9.41\|110.00\|123.45\|110.00\|893471;2026-08-06\|127.25\|3.63\|120.00\|130.99\|119.50\|760588;2026-08-07\|139.98\|10.00\|131.00\|139.98\|130.98\|783085;2026-08-10\|138.57\|-1.01\|141.98\|143.48\|134.39\|942162;2026-08-11\|135.30\|-2.36\|135.80\|140.58\|133.66\|587915;2026-08-12\|143.23\|5.86\|136.95\|145.55\|135.64\|764841;2026-08-13\|141.74\|-1.04\|146.08\|151.90\|141.63\|824227;2026-08-14\|143.21\|1.04\|144.00\|146.30\|139.70\|673037;2026-08-17\|144.49\|0.89\|145.90\|147.47\|140.51\|762217;2026-08-18\|139.41\|-3.52\|144.00\|145.47\|137.45\|736201;2026-08-19\|125.47\|-10.00\|132.00\|134.44\|125.47\|782925;2026-08-20\|126.28\|0.65\|128.19\|131.19\|124.16\|596152;2026-08-21\|132.80\|5.16\|126.03\|134.86\|124.88\|664758;2026-08-24\|126.30\|-4.89\|132.83\|134.00\|122.30\|637658;2026-08-25\|129.00\|2.14\|124.00\|132.00\|122.05\|635340;2026-08-26\|130.01\|0.78\|130.70\|131.99\|124.00\|586918;2026-08-27\|140.97\|8.43\|133.98\|143.01\|133.07\|1031748;2026-08-28\|145.65\|3.32\|140.01\|151.79\|138.41\|987078;2026-08-31\|153.40\|5.32\|141.00\|157.28\|141.00\|1038874;2026-09-01\|144.42\|-5.85\|152.00\|152.41\|143.70\|789206;2026-09-02\|144.98\|0.39\|139.00\|149.23\|138.99\|655882;2026-09-03\|143.19\|-1.23\|148.88\|149.38\|139.01\|635897;2026-09-04\|137.50\|-3.97\|145.20\|147.80\|135.47\|670208;2026-09-07\|148.15\|7.75\|140.25\|149.25\|139.80\|839356;2026-09-08\|146.28\|-1.26\|149.00\|151.25\|145.50\|690344;2026-09-09\|148.16\|1.29\|147.90\|151.88\|146.51\|589970;2026-09-10\|146.96\|-0.81\|145.02\|151.30\|145.00\|583540;2026-09-11\|148.47\|1.03\|143.55\|150.30\|138.43\|782947
121121	多家PCB及上游CCL龙头业绩超预期	算力服务器PCB+业绩预增+产能扩张行业原因： 1、在英伟达GTC大会上，CEO黄仁勋宣布推出Nvidia Groq 3 LPU芯片，将其正式纳入Vera Rubin平台体系，作为下一代AI数据中心的核心推理加速组件。 2、天风国际分析师郭明錤报告指出，在英伟达入股Groq之后，LPU出货量预测已大幅上调，较历史年产量实现约10倍以上的数量级增长。LPU/LPX机架的规模化量产将对PCB供应链产生重大影响。公司原因： 1、据2026年1月16日公告，公司预计2025年净利润9.80-10.20亿元，同比增长44.95%-50.87%，主因算力基础设施需求旺盛。 2、据2025年12月23日机构调研，广州工厂技改、黄石工厂技改及泰国一期爬产预计2026年合计新增产能20亿元以上。 3、据2025年10月9日互动易，公司PCB产品已用于AI服务器、交换机、光模块等核心设备。	公司拥有CPU PCB产品，上半年度净利同比预增85.12%—95.29%，主要受益于算力硬件需求激增、产品结构优化及泰国广合一期产能利用率提升带动盈利能力增强	2026-05-07\|180.32\|0.41\|183.17\|183.99\|175.20\|131937;2026-05-08\|173.00\|-4.06\|177.08\|178.87\|172.13\|82814;2026-05-11\|190.30\|10.00\|177.77\|190.30\|177.77\|135817;2026-05-12\|190.68\|0.20\|194.30\|194.95\|185.88\|92123;2026-05-13\|194.78\|2.15\|187.88\|197.32\|186.35\|94527;2026-05-14\|186.00\|-4.51\|196.58\|197.87\|185.82\|72021;2026-05-15\|180.68\|-2.86\|186.81\|188.80\|176.90\|74349;2026-05-18\|178.80\|-1.04\|178.51\|182.40\|175.68\|68469;2026-05-19\|176.32\|-1.39\|176.36\|177.90\|168.50\|72983;2026-05-20\|179.33\|1.71\|176.50\|181.00\|175.78\|72841;2026-05-21\|178.90\|-0.24\|183.60\|192.50\|176.88\|93356;2026-05-22\|195.01\|9.01\|181.20\|196.79\|180.20\|133358;2026-05-25\|191.00\|-2.06\|196.01\|197.50\|184.00\|115882;2026-05-26\|193.41\|1.26\|193.30\|199.00\|187.33\|103466;2026-05-27\|182.09\|-5.85\|191.95\|194.80\|179.50\|103409;2026-05-28\|185.30\|1.76\|181.05\|186.88\|176.88\|83300;2026-05-29\|196.48\|6.03\|197.00\|199.74\|189.77\|135225;2026-06-01\|182.30\|-7.22\|195.50\|196.68\|176.83\|168770;2026-06-02\|181.06\|-0.68\|182.09\|186.25\|173.00\|100550;2026-06-03\|177.55\|-1.94\|180.00\|189.20\|173.68\|117713;2026-06-04\|182.61\|2.85\|173.98\|183.83\|173.20\|98281;2026-06-05\|174.02\|-4.70\|179.06\|180.46\|172.55\|72563;2026-06-08\|175.60\|0.91\|167.12\|179.66\|164.00\|80112;2026-06-09\|189.25\|7.77\|179.98\|190.68\|177.91\|99426;2026-06-10\|181.40\|-4.15\|189.39\|189.39\|178.85\|80399;2026-06-11\|176.72\|-2.58\|181.44\|184.50\|174.00\|46213;2026-06-12\|178.40\|0.95\|182.00\|188.50\|177.67\|76991;2026-06-15\|192.46\|7.88\|182.02\|192.50\|179.54\|94608;2026-06-16\|194.95\|1.29\|193.02\|197.18\|187.92\|83111;2026-06-17\|205.80\|5.57\|190.60\|206.66\|190.60\|112220;2026-06-18\|201.46\|-2.11\|205.80\|206.00\|200.01\|90376;2026-06-22\|192.10\|-4.65\|205.00\|205.01\|188.36\|111000;2026-06-23\|182.90\|-4.79\|190.18\|190.58\|180.67\|84005;2026-06-24\|184.00\|0.60\|182.00\|185.30\|178.89\|81609;2026-06-25\|200.80\|9.13\|186.00\|201.65\|180.56\|132174;2026-06-26\|220.88\|10.00\|210.29\|220.88\|207.11\|195892;2026-06-29\|220.49\|-0.18\|225.00\|228.98\|214.00\|186014;2026-06-30\|237.25\|7.60\|222.40\|238.26\|214.08\|139939;2026-07-01\|216.50\|-8.75\|235.20\|236.59\|213.53\|164572;2026-07-02\|196.80\|-9.10\|211.05\|212.83\|194.89\|115331;2026-07-03\|203.00\|3.15\|193.29\|211.11\|193.04\|94886;2026-07-06\|191.74\|-5.55\|203.99\|207.00\|185.55\|87019;2026-07-07\|184.37\|-3.84\|191.00\|193.00\|178.57\|68185;2026-07-08\|181.50\|-1.56\|190.38\|199.89\|179.84\|146278;2026-07-09\|183.32\|1.00\|185.00\|186.00\|168.10\|161702;2026-07-10\|175.26\|-4.06\|183.88\|190.18\|174.38\|117883;2026-07-13\|169.10\|-3.51\|175.66\|179.90\|168.02\|77418;2026-07-14\|186.01\|10.00\|170.53\|186.01\|168.38\|136420;2026-07-15\|196.50\|5.64\|197.00\|204.61\|193.27\|193788;2026-07-16\|195.63\|-0.44\|192.57\|206.19\|186.78\|130326;2026-07-17\|176.07\|-10.00\|193.67\|196.60\|176.07\|117961;2026-07-20\|158.46\|-10.00\|170.07\|172.91\|158.46\|118197;2026-07-21\|174.31\|10.00\|159.00\|174.31\|148.00\|129820;2026-07-22\|166.80\|-4.31\|174.32\|178.88\|166.20\|99540;2026-07-23\|160.50\|-3.78\|169.00\|172.72\|158.81\|94653;2026-07-24\|160.50\|0.00\|158.00\|165.98\|155.10\|69740;2026-07-27\|167.51\|4.37\|160.25\|168.35\|158.21\|69291;2026-07-28\|150.76\|-10.00\|163.00\|165.67\|150.76\|75518;2026-07-29\|146.00\|-3.16\|146.01\|148.88\|138.00\|119517;2026-07-30\|131.40\|-10.00\|145.50\|147.56\|131.40\|88878;2026-07-31\|141.82\|7.93\|140.00\|144.54\|139.00\|132190;2026-08-03\|140.58\|-0.87\|139.27\|143.78\|136.01\|87957;2026-08-04\|152.68\|8.61\|143.00\|153.25\|141.32\|97024;2026-08-05\|160.32\|5.00\|149.75\|161.50\|147.79\|99639;2026-08-06\|160.77\|0.28\|156.35\|164.50\|154.20\|84828;2026-08-07\|169.80\|5.62\|162.30\|172.56\|161.00\|107580;2026-08-10\|168.24\|-0.92\|174.00\|174.98\|163.21\|89213;2026-08-11\|164.60\|-2.16\|167.80\|170.58\|161.71\|70491;2026-08-12\|166.70\|1.28\|166.19\|170.60\|164.84\|66124;2026-08-13\|164.73\|-1.18\|169.14\|174.62\|164.61\|71942;2026-08-14\|169.46\|2.87\|167.00\|170.20\|163.84\|53221;2026-08-17\|172.08\|1.55\|170.06\|172.48\|166.42\|78493;2026-08-18\|166.85\|-3.04\|172.20\|174.00\|165.01\|93516;2026-08-19\|152.02\|-8.89\|159.80\|164.65\|150.80\|92467;2026-08-20\|152.87\|0.56\|154.30\|157.33\|150.50\|59917;2026-08-21\|155.95\|2.01\|152.80\|157.34\|148.80\|56685;2026-08-24\|149.60\|-4.07\|155.92\|155.93\|145.05\|69919;2026-08-25\|151.08\|0.99\|149.29\|154.68\|145.31\|53443;2026-08-26\|151.71\|0.42\|151.21\|155.68\|148.28\|50634;2026-08-27\|157.95\|4.11\|154.00\|159.71\|151.60\|61877;2026-08-28\|155.90\|-1.30\|157.22\|163.49\|155.81\|51101;2026-08-31\|162.73\|4.38\|152.00\|162.84\|150.17\|59738;2026-09-01\|156.51\|-3.82\|162.69\|162.84\|155.20\|58706;2026-09-02\|155.32\|-0.76\|154.86\|156.66\|153.00\|36265;2026-09-03\|158.15\|1.82\|159.33\|159.86\|153.46\|47945;2026-09-04\|152.62\|-3.50\|160.15\|163.38\|151.38\|54834;2026-09-07\|167.88\|10.00\|155.67\|167.88\|154.32\|87167;2026-09-08\|169.19\|0.78\|168.00\|172.50\|166.62\|83586;2026-09-09\|173.92\|2.80\|172.10\|175.98\|170.03\|60900;2026-09-10\|174.00\|0.05\|171.97\|178.50\|170.00\|51020;2026-09-11\|175.20\|0.69\|170.02\|176.50\|166.23\|69474
121120	多家PCB及上游CCL龙头业绩超预期	涨停揭秘：子公司已批量出货HDI电路板，适配英伟达GB200服务器主板；受益于GTC大会后AI算力基建加速，HDI板需求爆发；涨停缘由：GB200服务器采用高密度互连架构，单台HDI用量较上代提升3倍；公司已通过英伟达二级供应商认证并实现稳定交付；资金逻辑：主力资金近5日净流入3439万元，PCB板块受AI硬件链带动领涨，HDI细分方向获资金高度聚焦；风险提示：HDI业务占比尚低，2025年营收中HDI相关收入不足8%；客户集中度高，前五大客户占比达67.3%	公司Q2净利润预计环比增长417%-473%，业绩变动的原因主要是由于PCB主要原材料覆铜板及PP（半固化片）采购价格上涨，导致公司加大产品调价力度，并与主要客户达成了产品调价机制的共识	2026-05-07\|42.16\|3.77\|40.51\|42.43\|39.85\|141686;2026-05-08\|31.37\|4.22\|29.80\|31.77\|29.53\|190916;2026-05-11\|30.75\|-1.98\|31.32\|31.76\|30.25\|152877;2026-05-12\|29.60\|-3.74\|30.58\|30.65\|29.11\|118668;2026-05-13\|30.09\|1.66\|29.36\|30.40\|29.21\|107388;2026-05-14\|28.12\|-6.55\|30.11\|30.28\|28.10\|132229;2026-05-15\|27.53\|-2.10\|28.17\|28.99\|27.30\|139872;2026-05-18\|27.45\|-0.29\|27.48\|27.75\|27.00\|82646;2026-05-19\|27.39\|-0.22\|27.35\|27.50\|26.14\|96069;2026-05-20\|27.18\|-0.77\|27.10\|27.55\|26.77\|68567;2026-05-21\|26.22\|-3.53\|27.50\|28.35\|26.21\|119205;2026-05-22\|28.90\|10.22\|26.76\|29.28\|26.76\|170690;2026-05-25\|29.40\|1.73\|29.00\|30.55\|29.00\|176596;2026-05-26\|28.95\|-1.53\|29.26\|30.00\|28.33\|123769;2026-05-27\|27.51\|-4.97\|28.84\|28.99\|27.09\|123516;2026-05-28\|28.28\|2.80\|27.34\|28.62\|27.02\|115590;2026-05-29\|27.38\|-3.18\|28.38\|29.63\|27.13\|145610;2026-06-01\|27.82\|1.61\|27.47\|29.00\|27.00\|133145;2026-06-02\|29.80\|7.12\|27.70\|30.18\|27.56\|205792;2026-06-03\|29.56\|-0.81\|29.73\|31.29\|29.28\|297621;2026-06-04\|31.22\|5.62\|28.92\|31.22\|28.68\|234321;2026-06-05\|31.30\|0.26\|30.67\|32.01\|30.00\|245412;2026-06-08\|32.47\|3.74\|29.57\|32.78\|29.30\|248607;2026-06-09\|32.20\|-0.83\|32.48\|33.02\|31.00\|243451;2026-06-10\|26.87\|-16.55\|31.35\|31.35\|26.81\|236300;2026-06-11\|25.45\|-5.28\|26.09\|26.46\|25.01\|167409;2026-06-12\|25.30\|-0.59\|26.18\|27.20\|25.08\|151737;2026-06-15\|28.41\|12.29\|25.55\|28.82\|25.50\|205943;2026-06-16\|28.63\|0.77\|28.35\|29.00\|28.04\|138306;2026-06-17\|29.41\|2.72\|28.30\|30.12\|28.10\|149546;2026-06-18\|29.98\|1.94\|29.12\|30.09\|28.89\|139805;2026-06-22\|29.04\|-3.14\|30.01\|30.28\|28.08\|147352;2026-06-23\|27.45\|-5.48\|28.82\|28.82\|27.00\|112911;2026-06-24\|28.41\|3.50\|27.38\|28.70\|27.35\|143335;2026-06-25\|30.31\|6.69\|28.81\|31.17\|27.41\|220079;2026-06-26\|28.85\|-4.82\|30.31\|30.50\|27.63\|172156;2026-06-29\|27.48\|-4.75\|28.90\|29.75\|26.80\|142250;2026-06-30\|29.49\|7.31\|27.48\|29.69\|26.78\|142476;2026-07-01\|30.15\|2.24\|30.08\|30.68\|29.41\|153317;2026-07-02\|28.37\|-5.90\|29.50\|30.46\|28.29\|132750;2026-07-03\|30.07\|5.99\|28.45\|31.09\|27.91\|191284;2026-07-06\|30.78\|2.36\|30.12\|31.29\|28.66\|213594;2026-07-07\|31.68\|2.92\|30.23\|31.71\|30.00\|256395;2026-07-08\|26.73\|-15.62\|31.00\|31.16\|26.60\|226539;2026-07-09\|25.70\|-3.85\|26.98\|27.50\|24.00\|171207;2026-07-10\|25.48\|-0.86\|25.45\|26.30\|25.08\|115173;2026-07-13\|21.85\|-14.25\|25.02\|25.10\|21.81\|130154;2026-07-14\|22.32\|2.15\|21.65\|22.63\|21.29\|82031;2026-07-15\|21.40\|-4.12\|22.39\|22.56\|21.35\|62491;2026-07-16\|21.43\|0.14\|21.03\|21.98\|20.70\|61501;2026-07-17\|19.53\|-8.87\|21.20\|21.36\|19.44\|79634;2026-07-20\|17.36\|-11.11\|19.88\|19.95\|17.06\|99892;2026-07-21\|20.83\|19.99\|18.55\|20.83\|17.20\|145790;2026-07-22\|21.67\|4.03\|20.70\|23.13\|20.40\|159161;2026-07-23\|21.98\|1.43\|21.84\|22.45\|21.41\|102900;2026-07-24\|21.31\|-3.05\|21.88\|22.13\|21.30\|69733;2026-07-27\|23.09\|8.35\|21.10\|23.25\|21.10\|95226;2026-07-28\|22.20\|-3.85\|22.50\|23.08\|21.81\|79900;2026-07-29\|22.48\|1.26\|22.23\|22.52\|21.34\|74508;2026-07-30\|20.84\|-7.30\|22.01\|22.30\|20.61\|81551;2026-07-31\|21.10\|1.25\|22.18\|22.49\|21.08\|85297;2026-08-03\|20.84\|-1.23\|20.81\|21.21\|20.52\|49127;2026-08-04\|21.95\|5.33\|21.10\|21.97\|20.89\|66238;2026-08-05\|22.76\|3.69\|21.70\|23.25\|21.70\|82061;2026-08-06\|23.12\|1.58\|22.74\|23.49\|22.30\|79585;2026-08-07\|24.35\|5.32\|23.12\|24.38\|22.86\|110940;2026-08-10\|23.88\|-1.93\|24.35\|24.43\|23.45\|76506;2026-08-11\|23.80\|-0.34\|23.69\|24.25\|23.50\|56417;2026-08-12\|26.45\|11.13\|23.89\|27.60\|23.88\|200527;2026-08-13\|27.96\|5.71\|26.60\|29.16\|26.02\|247035;2026-08-14\|29.31\|4.83\|27.87\|29.50\|27.72\|221410;2026-08-17\|35.17\|19.99\|29.29\|35.17\|28.84\|345248;2026-08-18\|39.06\|11.06\|37.64\|42.00\|36.28\|500943;2026-08-19\|37.66\|-3.58\|39.00\|40.63\|37.37\|363744;2026-08-20\|36.71\|-2.52\|38.40\|38.83\|36.04\|270101;2026-08-21\|35.77\|-2.56\|36.58\|36.90\|35.23\|237238;2026-08-24\|33.48\|-6.40\|36.06\|36.09\|32.28\|214490;2026-08-25\|34.00\|1.55\|33.20\|34.54\|32.00\|186126;2026-08-26\|33.67\|-0.97\|33.81\|34.50\|32.55\|142931;2026-08-27\|34.78\|3.30\|33.70\|35.64\|33.70\|201951;2026-08-28\|33.88\|-2.59\|34.46\|35.85\|33.80\|162335;2026-08-31\|36.59\|8.00\|33.00\|36.86\|32.58\|219259;2026-09-01\|36.58\|-0.03\|36.65\|37.05\|35.52\|177847;2026-09-02\|36.15\|-1.18\|36.00\|37.18\|35.60\|124265;2026-09-03\|40.60\|12.31\|37.68\|41.13\|37.05\|288076;2026-09-04\|39.72\|-2.17\|40.60\|41.67\|39.05\|230319;2026-09-07\|40.93\|3.05\|40.26\|41.10\|39.50\|180565;2026-09-08\|40.30\|-1.54\|40.31\|41.46\|39.30\|143843;2026-09-09\|42.88\|6.40\|40.90\|43.44\|40.60\|199142;2026-09-10\|42.69\|-0.44\|42.70\|43.68\|41.85\|143215;2026-09-11\|41.90\|-1.85\|41.79\|42.69\|40.78\|127074
121119	多家PCB及上游CCL龙头业绩超预期	800G光模块PCB+AMB陶瓷衬板+AI算力行业原因：国泰海通5月22日研报指出，谷歌、微软、Meta上调2026年资本开支，与此同时，NPO、轻相干等新型互联技术持续演进。在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年4月28日年报，公司400G、800G光模块PCB已实现批量供货头部厂商，并积极推动1.6T光模块PCB量产，受益于AI算力基础设施建设，光模块业务已成为公司核心增长点。 2、据2026年5月15日互动易，AMB陶瓷衬板已批量配套新能源汽车、激光雷达及MicroTEC头部厂商，形成高附加值第二赛道。 3、据2026年4月28日年报，公司是行业内少数同时掌握PCB全工艺和陶瓷衬板工艺的企业，形成了独特的“PCB+陶瓷衬板”一体化技术优势，主要业务覆盖AI服务器、光模块、汽车电子等高增长赛道。	公司为国内PCB细分HDI板龙头，现已为多家客户批量提供400G、800G光模块产品	2026-05-07\|17.99\|5.51\|18.76\|18.76\|17.47\|1090850;2026-05-08\|18.38\|2.17\|17.96\|18.54\|17.30\|761956;2026-05-11\|20.22\|10.01\|19.00\|20.22\|18.49\|1171315;2026-05-12\|20.22\|0.00\|20.30\|20.96\|20.01\|959729;2026-05-13\|22.24\|9.99\|19.68\|22.24\|19.68\|747543;2026-05-14\|21.37\|-3.91\|22.51\|22.68\|21.33\|861848;2026-05-15\|21.11\|-1.22\|21.48\|22.12\|20.64\|679177;2026-05-18\|20.88\|-1.09\|21.11\|21.88\|20.66\|571575;2026-05-19\|20.68\|-0.96\|20.68\|20.85\|19.78\|523228;2026-05-20\|20.19\|-2.37\|20.58\|20.93\|20.00\|449403;2026-05-21\|20.54\|1.73\|20.56\|22.21\|20.43\|1020864;2026-05-22\|22.59\|9.98\|21.20\|22.59\|21.20\|1080174;2026-05-25\|24.85\|10.00\|23.50\|24.85\|23.07\|615239;2026-05-26\|26.24\|5.59\|25.21\|26.99\|24.96\|1134704;2026-05-27\|24.12\|-8.08\|25.92\|26.24\|23.91\|918512;2026-05-28\|25.42\|5.39\|24.05\|26.00\|23.11\|799799;2026-05-29\|23.98\|-5.66\|25.53\|25.94\|23.79\|634731;2026-06-01\|22.36\|-6.76\|23.40\|24.52\|22.00\|648181;2026-06-02\|22.13\|-1.03\|22.65\|22.78\|21.30\|531779;2026-06-03\|21.71\|-1.90\|22.32\|22.78\|21.30\|633848;2026-06-04\|21.67\|-0.18\|21.40\|22.00\|21.08\|463013;2026-06-05\|21.44\|-1.06\|21.30\|22.55\|20.62\|535418;2026-06-08\|20.60\|-3.92\|19.68\|21.37\|19.65\|442921;2026-06-09\|21.79\|5.78\|21.61\|21.94\|20.84\|427853;2026-06-10\|21.56\|-1.06\|21.38\|22.04\|20.94\|379878;2026-06-11\|23.72\|10.02\|21.35\|23.72\|21.11\|522857;2026-06-12\|23.41\|-1.31\|25.00\|25.73\|23.30\|859643;2026-06-15\|24.97\|6.71\|23.41\|25.15\|23.41\|516534;2026-06-16\|25.37\|1.60\|25.16\|25.65\|24.50\|547399;2026-06-17\|26.76\|5.48\|24.75\|27.49\|24.75\|665050;2026-06-18\|28.65\|7.06\|26.50\|29.44\|26.18\|766876;2026-06-22\|28.42\|-0.80\|28.73\|29.62\|27.42\|748397;2026-06-23\|28.01\|-1.44\|28.12\|28.46\|26.37\|551076;2026-06-24\|27.09\|-3.28\|29.00\|30.50\|26.00\|867018;2026-06-25\|26.42\|-2.47\|26.90\|28.70\|26.01\|942465;2026-06-26\|25.26\|-4.39\|26.41\|26.76\|24.95\|679665;2026-06-29\|26.65\|5.50\|25.28\|27.10\|24.02\|919632;2026-06-30\|26.71\|0.23\|26.44\|26.79\|25.21\|606632;2026-07-01\|25.58\|-4.23\|26.41\|26.84\|25.10\|545405;2026-07-02\|23.66\|-7.51\|24.50\|25.28\|23.32\|520691;2026-07-03\|22.78\|-3.72\|23.30\|24.10\|22.78\|380644;2026-07-06\|21.13\|-7.24\|23.11\|23.22\|21.00\|428465;2026-07-07\|20.13\|-4.73\|21.13\|21.62\|19.82\|348510;2026-07-08\|19.13\|-4.97\|20.26\|20.33\|18.88\|322330;2026-07-09\|19.83\|3.66\|19.47\|20.59\|18.60\|456437;2026-07-10\|19.38\|-2.27\|20.00\|21.28\|19.35\|489153;2026-07-13\|17.44\|-10.01\|18.23\|19.30\|17.44\|405117;2026-07-14\|17.72\|1.61\|16.76\|17.78\|16.38\|488731;2026-07-15\|16.62\|-6.21\|18.07\|18.38\|16.58\|331640;2026-07-16\|15.76\|-5.17\|16.76\|16.76\|15.66\|317917;2026-07-17\|14.18\|-10.03\|15.77\|15.81\|14.18\|348958;2026-07-20\|12.76\|-10.01\|14.75\|14.77\|12.76\|404506;2026-07-21\|14.04\|10.03\|12.83\|14.04\|11.48\|741332;2026-07-22\|13.71\|-2.35\|14.00\|14.49\|13.53\|548687;2026-07-23\|13.81\|0.73\|13.93\|14.46\|13.60\|363436;2026-07-24\|13.74\|-0.51\|13.81\|14.33\|13.53\|367817;2026-07-27\|14.25\|3.71\|13.74\|14.26\|13.21\|332828;2026-07-28\|13.17\|-7.58\|13.77\|14.22\|13.05\|317218;2026-07-29\|12.90\|-2.05\|13.12\|13.26\|12.27\|370247;2026-07-30\|11.94\|-7.44\|12.95\|12.95\|11.74\|472786;2026-07-31\|12.35\|3.43\|12.65\|13.13\|12.35\|463802;2026-08-03\|12.22\|-1.05\|12.33\|12.58\|12.14\|318555;2026-08-04\|13.44\|9.98\|12.36\|13.44\|12.31\|443756;2026-08-05\|13.90\|3.42\|13.39\|14.25\|13.22\|550426;2026-08-06\|14.48\|4.17\|13.70\|14.75\|13.65\|514850;2026-08-07\|15.93\|10.01\|14.49\|15.93\|14.49\|434370;2026-08-10\|15.36\|-3.58\|16.48\|16.57\|15.01\|804845;2026-08-11\|15.20\|-1.04\|15.29\|15.58\|14.93\|471709;2026-08-12\|15.62\|2.76\|15.26\|15.72\|15.14\|407368;2026-08-13\|15.31\|-1.98\|15.87\|16.11\|15.31\|420676;2026-08-14\|15.80\|3.20\|15.53\|15.82\|15.35\|339895;2026-08-17\|17.38\|10.00\|16.29\|17.38\|16.01\|595776;2026-08-18\|19.12\|10.01\|18.59\|19.12\|18.14\|982897;2026-08-19\|17.91\|-6.33\|18.57\|19.50\|17.25\|1455073;2026-08-20\|17.54\|-2.07\|17.91\|18.30\|17.21\|810387;2026-08-21\|17.60\|0.34\|17.50\|17.99\|16.80\|592056;2026-08-24\|17.21\|-2.22\|17.20\|17.50\|16.56\|539026;2026-08-25\|17.21\|0.00\|16.57\|17.44\|16.56\|438317;2026-08-26\|16.95\|-1.51\|17.35\|17.35\|16.15\|452692;2026-08-27\|18.42\|8.67\|17.12\|18.49\|16.87\|615160;2026-08-28\|18.13\|-1.57\|18.42\|19.26\|18.05\|575695;2026-08-31\|18.34\|1.16\|17.57\|18.55\|17.50\|398250;2026-09-01\|17.57\|-4.20\|18.26\|18.28\|17.30\|330742;2026-09-02\|16.97\|-3.41\|17.27\|17.47\|16.95\|301717;2026-09-03\|16.84\|-0.77\|17.13\|17.23\|16.45\|311264;2026-09-04\|15.98\|-5.11\|16.84\|17.45\|15.83\|398159;2026-09-07\|17.58\|10.01\|16.20\|17.58\|16.14\|511461;2026-09-08\|17.55\|-0.17\|18.00\|18.13\|17.42\|545455;2026-09-09\|18.16\|3.48\|17.59\|18.52\|17.55\|605207;2026-09-10\|18.98\|4.52\|17.86\|19.12\|17.84\|926359;2026-09-11\|20.88\|10.01\|18.61\|20.88\|18.40\|1163763
121118	多家PCB及上游CCL龙头业绩超预期	PCB+AI服务器+AIPC+分红实施行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月29日年报，公司紧跟AI算力发展趋势，持续提升高层数及高频高速PCB产品研发能力，相关产品已应用于AI服务器及高性能服务器平台。 2、据2026年4月29日年报，在AIPC领域，公司与多家主流PC厂商建立合作关系，围绕高算力平台技术需求进行产品开发并实现稳定供货。 3、据2026年6月11日公告，公司披露2025年年度权益分派实施公告，拟向全体股东每10股派发现金红利3元含税，股权登记日为2026年6月17日。	公司表示有通过供应体系向英伟达提供PCB系列产品，目前正在积极参与英伟达R系列产品的打样和测试工作，主要为GPU相关产品	2026-05-07\|55.88\|4.74\|54.04\|56.09\|53.74\|93676;2026-05-08\|58.45\|4.60\|55.35\|59.01\|54.98\|97260;2026-05-11\|58.98\|0.91\|59.60\|59.99\|57.00\|85868;2026-05-12\|57.74\|-2.10\|58.93\|59.24\|56.95\|79765;2026-05-13\|57.57\|-0.29\|57.48\|57.74\|56.20\|63149;2026-05-14\|54.10\|-6.03\|57.86\|57.86\|54.10\|90679;2026-05-15\|51.89\|-4.08\|54.12\|54.84\|50.90\|76311;2026-05-18\|51.18\|-1.37\|51.54\|51.88\|50.40\|47800;2026-05-19\|53.31\|4.16\|50.88\|55.06\|49.05\|90249;2026-05-20\|53.86\|1.03\|53.16\|54.30\|52.20\|53341;2026-05-21\|52.53\|-2.47\|54.20\|56.57\|52.31\|92561;2026-05-22\|56.06\|6.72\|53.00\|57.37\|53.00\|94482;2026-05-25\|57.13\|1.91\|57.30\|57.94\|55.95\|81142;2026-05-26\|57.51\|0.67\|56.40\|58.56\|55.70\|73530;2026-05-27\|54.60\|-5.06\|57.00\|57.57\|53.84\|69509;2026-05-28\|54.53\|-0.13\|54.52\|55.18\|52.28\|78756;2026-05-29\|52.30\|-4.09\|54.68\|56.33\|51.77\|72252;2026-06-01\|55.45\|6.02\|53.93\|57.53\|53.00\|150208;2026-06-02\|55.45\|0.00\|55.08\|57.00\|53.72\|116758;2026-06-03\|54.06\|-2.51\|55.60\|56.48\|53.18\|94962;2026-06-04\|54.05\|-0.02\|53.10\|54.73\|52.62\|72273;2026-06-05\|52.00\|-3.79\|53.04\|53.71\|51.16\|77597;2026-06-08\|50.57\|-2.75\|48.59\|51.35\|48.08\|94637;2026-06-09\|52.28\|3.38\|50.93\|52.98\|50.45\|70754;2026-06-10\|50.01\|-4.34\|51.86\|53.23\|49.85\|72428;2026-06-11\|55.01\|10.00\|50.08\|55.01\|49.11\|79183;2026-06-12\|55.98\|1.76\|57.50\|57.75\|55.23\|97162;2026-06-15\|61.58\|10.00\|56.53\|61.58\|56.00\|75384;2026-06-16\|65.79\|6.84\|62.68\|67.40\|61.00\|149833;2026-06-17\|67.68\|2.87\|65.28\|69.77\|65.00\|120773;2026-06-18\|70.03\|3.93\|67.47\|70.66\|66.01\|97825;2026-06-22\|67.05\|-4.26\|70.01\|70.18\|65.40\|118644;2026-06-23\|67.19\|0.21\|66.50\|69.22\|64.88\|95395;2026-06-24\|66.90\|-0.43\|67.00\|68.39\|65.00\|80842;2026-06-25\|66.65\|-0.37\|66.90\|67.66\|64.80\|68957;2026-06-26\|63.96\|-4.04\|66.11\|66.25\|63.05\|59760;2026-06-29\|61.30\|-4.16\|63.96\|67.92\|59.61\|77434;2026-06-30\|63.94\|4.31\|61.20\|64.48\|60.62\|59606;2026-07-01\|63.03\|-1.42\|63.89\|66.30\|62.00\|51640;2026-07-02\|58.02\|-7.95\|61.19\|62.83\|57.66\|75177;2026-07-03\|57.15\|-1.50\|58.14\|59.83\|57.00\|47430;2026-07-06\|56.05\|-1.92\|57.50\|58.84\|55.00\|44831;2026-07-07\|54.43\|-2.89\|55.95\|56.90\|52.18\|64036;2026-07-08\|53.70\|-1.34\|54.99\|55.01\|52.24\|45560;2026-07-09\|56.10\|4.47\|54.63\|56.49\|52.40\|58733;2026-07-10\|54.34\|-3.14\|56.10\|57.40\|54.34\|63653;2026-07-13\|49.96\|-8.06\|53.75\|54.72\|49.70\|62187;2026-07-14\|52.33\|4.74\|49.97\|53.21\|49.48\|79736;2026-07-15\|48.98\|-6.40\|52.35\|53.20\|48.50\|69079;2026-07-16\|47.80\|-2.41\|48.83\|50.33\|46.83\|67087;2026-07-17\|43.02\|-10.00\|48.28\|48.28\|43.02\|81510;2026-07-20\|38.72\|-10.00\|43.92\|44.80\|38.72\|74094;2026-07-21\|42.59\|9.99\|39.78\|42.59\|35.55\|87995;2026-07-22\|43.90\|3.08\|43.44\|45.50\|42.71\|113516;2026-07-23\|44.22\|0.73\|44.80\|45.50\|43.64\|59199;2026-07-24\|45.08\|1.94\|44.00\|46.50\|43.15\|69935;2026-07-27\|46.33\|2.77\|44.60\|46.52\|44.19\|60707;2026-07-28\|42.20\|-8.91\|45.00\|45.50\|41.90\|72837;2026-07-29\|40.78\|-3.36\|42.02\|42.50\|39.19\|65370;2026-07-30\|38.11\|-6.55\|40.36\|41.49\|37.50\|86014;2026-07-31\|39.44\|3.49\|40.83\|41.90\|39.10\|79766;2026-08-03\|40.73\|3.27\|39.00\|41.34\|39.00\|70679;2026-08-04\|44.80\|9.99\|41.40\|44.80\|41.24\|59466;2026-08-05\|47.92\|6.96\|43.50\|49.28\|43.34\|118726;2026-08-06\|50.38\|5.13\|47.30\|51.36\|47.09\|99508;2026-08-07\|55.42\|10.00\|50.10\|55.42\|50.05\|67836;2026-08-10\|55.33\|-0.16\|55.43\|55.98\|54.01\|101336;2026-08-11\|55.46\|0.23\|54.85\|56.68\|52.77\|90729;2026-08-12\|57.00\|2.78\|55.85\|57.20\|55.10\|59948;2026-08-13\|55.65\|-2.37\|57.55\|58.33\|55.58\|68691;2026-08-14\|56.75\|1.98\|56.32\|57.19\|55.33\|52474;2026-08-17\|59.16\|4.25\|57.61\|59.16\|56.65\|51018;2026-08-18\|61.30\|3.62\|59.00\|61.46\|58.08\|72639;2026-08-19\|57.47\|-6.25\|59.78\|62.20\|56.30\|89418;2026-08-20\|58.79\|2.30\|58.45\|59.49\|57.00\|53822;2026-08-21\|60.37\|2.69\|58.21\|60.78\|57.33\|54866;2026-08-24\|57.50\|-4.75\|60.30\|60.46\|55.30\|73325;2026-08-25\|56.84\|-1.15\|56.36\|57.77\|54.71\|50259;2026-08-26\|56.77\|-0.12\|57.11\|58.10\|55.88\|38500;2026-08-27\|59.01\|3.95\|56.97\|59.70\|56.58\|50544;2026-08-28\|59.06\|0.08\|58.52\|61.66\|58.41\|49154;2026-08-31\|64.05\|8.45\|58.58\|64.43\|58.20\|84951;2026-09-01\|61.98\|-3.23\|63.82\|63.86\|61.05\|57649;2026-09-02\|61.56\|-0.68\|62.05\|62.60\|60.55\|39578;2026-09-03\|63.43\|3.04\|62.28\|64.66\|61.61\|50362;2026-09-04\|61.00\|-3.83\|64.70\|66.30\|60.30\|55377;2026-09-07\|65.11\|6.74\|62.01\|65.50\|62.00\|91462;2026-09-08\|64.77\|-0.52\|65.66\|67.50\|64.10\|86368;2026-09-09\|71.20\|9.93\|65.41\|71.25\|64.59\|223667;2026-09-10\|70.99\|-0.29\|70.49\|72.17\|68.50\|155508;2026-09-11\|72.41\|2.00\|69.99\|74.44\|69.24\|146483
121117	多家PCB及上游CCL龙头业绩超预期	PCB概念+电子级环氧树脂+风电胶粘剂龙头+唐山国资行业原因： 1、半导体板块大幅反弹，板块内超80只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%，科创50指数午后大涨逾10%。 2、亚洲股市今日普遍反弹，韩国综合指数、日经225指数涨超3%。公司原因： 1、据2026年6月11日异常波动公告及2026年6月12日互动易，公司控股子公司大连齐化生产的电子级环氧树脂产品包括邻甲酚醛环氧树脂、双酚A酚醛环氧树脂等，下游应用于覆铜板、PCB油墨等领域；控股子公司康成达创规划产品为电子级双多马来酰亚胺树脂，可应用于高速覆铜板，已通过部分客户技术验证并形成小批量供货。 2、据2025年年度报告，公司胶粘剂与特种树脂新材料业务占营业收入的主导地位，2025年度胶粘剂营业收入占公司总体营业收入的89.74%；公司是国内风电叶片用环氧结构胶细分领域龙头，国内市场份额第一，已形成风电叶片材料全链条供应体系。 3、据2025年年度报告，公司最终控制人为唐山市人民政府国有资产监督管理委员会，属于国有企业。	子公司康达新材料投资建设3万吨/年聚亚芳基醚（PAE）项目，项目建成投产后，可生产3万吨/年聚亚芳基醚（PAE），副产邻甲酚8050吨/年，中间产品2,6二甲酚（DMP）3.1万吨/年；其中副产物邻甲酚可作为公司子公司大连齐化电子级环氧树脂原材料	2026-05-07\|13.64\|0.74\|13.55\|13.74\|13.46\|86450;2026-05-08\|14.35\|5.21\|13.53\|14.56\|13.51\|248139;2026-05-11\|14.40\|0.35\|14.35\|14.59\|14.20\|197646;2026-05-12\|14.19\|-1.46\|14.42\|14.48\|14.04\|115436;2026-05-13\|14.38\|1.34\|14.12\|14.61\|13.95\|135009;2026-05-14\|14.00\|-2.64\|14.39\|14.45\|13.96\|124967;2026-05-15\|14.08\|0.57\|14.56\|15.40\|13.98\|357620;2026-05-18\|13.78\|-2.13\|14.33\|14.50\|13.68\|221020;2026-05-19\|13.82\|0.29\|13.85\|14.14\|13.38\|197207;2026-05-20\|13.88\|0.43\|13.71\|14.34\|13.71\|172895;2026-05-21\|14.00\|0.86\|13.94\|14.98\|13.94\|301936;2026-05-22\|14.69\|4.93\|14.15\|14.82\|13.61\|307597;2026-05-25\|14.90\|1.43\|15.24\|15.40\|14.70\|363769;2026-05-26\|15.01\|0.74\|14.70\|15.08\|14.53\|283994;2026-05-27\|15.97\|6.40\|15.00\|16.51\|14.84\|676191;2026-05-28\|17.57\|10.02\|15.87\|17.57\|15.60\|502968;2026-05-29\|15.72\|-10.02\|18.69\|18.97\|15.72\|885544;2026-06-01\|15.91\|1.21\|14.71\|16.49\|14.71\|629988;2026-06-02\|16.30\|2.45\|15.85\|16.42\|15.44\|531291;2026-06-03\|16.04\|-1.60\|16.20\|16.84\|15.75\|446560;2026-06-04\|16.55\|3.18\|15.66\|16.69\|15.52\|500881;2026-06-05\|16.62\|0.42\|16.57\|17.05\|16.33\|587400;2026-06-08\|15.81\|-4.87\|15.42\|16.64\|15.40\|379372;2026-06-09\|17.39\|9.99\|17.39\|17.39\|17.39\|194230;2026-06-10\|19.13\|10.01\|18.09\|19.13\|17.85\|775529;2026-06-11\|17.22\|-9.98\|17.82\|18.22\|17.22\|461721;2026-06-12\|15.50\|-9.99\|16.60\|16.88\|15.50\|650068;2026-06-15\|16.28\|5.03\|15.20\|16.58\|15.18\|560517;2026-06-16\|17.11\|5.10\|16.33\|17.34\|16.20\|484435;2026-06-17\|17.38\|1.58\|16.70\|17.54\|16.66\|477500;2026-06-18\|17.73\|2.01\|17.39\|17.85\|16.94\|495716;2026-06-22\|18.80\|6.04\|18.27\|18.98\|18.10\|556523;2026-06-23\|17.85\|-5.05\|18.41\|18.85\|17.71\|445881;2026-06-24\|17.60\|-1.40\|17.51\|17.90\|17.25\|304825;2026-06-25\|17.16\|-2.50\|17.77\|17.93\|16.93\|365303;2026-06-26\|16.57\|-3.44\|17.34\|17.39\|16.40\|294283;2026-06-29\|17.34\|4.65\|16.67\|18.20\|16.10\|470198;2026-06-30\|17.09\|-1.44\|16.81\|17.23\|16.35\|346923;2026-07-01\|17.84\|4.39\|17.11\|17.85\|16.81\|464852;2026-07-02\|18.40\|3.14\|17.25\|18.83\|16.47\|539125;2026-07-03\|17.29\|-6.03\|18.07\|18.27\|17.03\|394714;2026-07-06\|15.66\|-9.43\|17.28\|17.41\|15.56\|359645;2026-07-07\|15.07\|-3.77\|15.41\|16.14\|14.90\|239246;2026-07-08\|14.13\|-6.24\|14.85\|14.98\|14.01\|269594;2026-07-09\|13.95\|-1.27\|14.10\|14.27\|13.20\|249648;2026-07-10\|13.54\|-2.94\|13.99\|14.34\|13.51\|234745;2026-07-13\|12.62\|-6.79\|13.39\|13.45\|12.52\|189214;2026-07-14\|12.70\|0.63\|12.60\|12.90\|12.18\|151162;2026-07-15\|12.18\|-4.09\|12.71\|12.76\|12.12\|140659;2026-07-16\|11.70\|-3.94\|12.00\|12.22\|11.63\|137815;2026-07-17\|10.83\|-7.44\|11.70\|11.72\|10.73\|152479;2026-07-20\|10.40\|-3.97\|10.93\|11.04\|10.21\|147644;2026-07-21\|11.44\|10.00\|10.41\|11.44\|9.89\|230343;2026-07-22\|11.01\|-3.76\|11.38\|11.61\|11.00\|199676;2026-07-23\|11.25\|2.18\|11.14\|11.35\|10.99\|112836;2026-07-24\|10.97\|-2.49\|11.20\|11.20\|10.83\|93076;2026-07-27\|11.30\|3.01\|11.11\|11.30\|10.84\|120296;2026-07-28\|11.23\|-0.62\|11.09\|11.56\|11.07\|149861;2026-07-29\|11.39\|1.42\|11.25\|11.43\|10.92\|135404;2026-07-30\|11.20\|-1.67\|11.40\|11.60\|11.04\|133671;2026-07-31\|11.38\|1.61\|11.57\|11.76\|11.38\|166707;2026-08-03\|11.39\|0.09\|11.26\|11.42\|11.13\|114492;2026-08-04\|11.73\|2.99\|11.46\|11.75\|11.36\|129471;2026-08-05\|12.17\|3.75\|11.65\|12.23\|11.62\|161622;2026-08-06\|12.22\|0.41\|12.06\|12.30\|11.98\|136369;2026-08-07\|12.32\|0.82\|12.11\|12.42\|11.88\|184396;2026-08-10\|12.33\|0.08\|12.33\|12.40\|12.06\|121488;2026-08-11\|12.63\|2.43\|12.25\|12.98\|12.18\|220220;2026-08-12\|12.53\|-0.79\|12.45\|12.60\|12.37\|142728;2026-08-13\|12.20\|-2.63\|12.56\|12.66\|12.20\|141063;2026-08-14\|12.44\|1.97\|12.23\|12.46\|12.20\|118038;2026-08-17\|13.07\|5.06\|12.43\|13.28\|12.35\|209935;2026-08-18\|12.82\|-1.91\|13.00\|13.08\|12.69\|131426;2026-08-19\|12.10\|-5.62\|12.70\|12.71\|12.04\|132403;2026-08-20\|12.09\|-0.08\|12.28\|12.35\|12.01\|75486;2026-08-21\|12.29\|1.65\|12.01\|12.30\|11.75\|91701;2026-08-24\|11.45\|-6.83\|11.72\|11.87\|11.25\|160172;2026-08-25\|11.59\|1.22\|11.28\|11.65\|11.05\|107849;2026-08-26\|11.51\|-0.69\|11.66\|11.68\|11.32\|90280;2026-08-27\|11.79\|2.43\|11.43\|11.90\|11.43\|84366;2026-08-28\|12.06\|2.29\|11.80\|12.18\|11.73\|96127;2026-08-31\|12.21\|1.24\|11.87\|12.24\|11.82\|80033;2026-09-01\|11.99\|-1.80\|12.21\|12.27\|11.92\|73116;2026-09-02\|12.01\|0.17\|11.94\|12.12\|11.85\|68728;2026-09-03\|12.00\|-0.08\|12.05\|12.15\|11.89\|69729;2026-09-04\|11.75\|-2.08\|12.09\|12.17\|11.67\|82896;2026-09-07\|12.31\|4.77\|11.70\|12.38\|11.70\|137192;2026-09-08\|12.31\|0.00\|12.31\|12.43\|12.10\|133267;2026-09-09\|12.43\|0.97\|12.29\|12.54\|12.21\|101893;2026-09-10\|12.33\|-0.80\|12.32\|12.54\|12.24\|76575;2026-09-11\|12.49\|1.30\|12.14\|12.59\|12.01\|148986
121116	多家PCB及上游CCL龙头业绩超预期	铜基新材料+液冷散热+一季报增长行业原因： 1、据央视财经，沙特的朱拜勒工业区此前供应了全球大约70%的PPE树脂。但在今年3月底，由于霍尔木兹海峡航运受阻，相关工厂就已经停产。树脂是制造印刷电路板的重要材料，其中，PPE树脂主要用于高端产品。 2、据央视财经，今年以来，算力需求爆发，带动电子布价格大幅上涨。截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2025年年报，公司铜基新材料产品广泛应用于PCB制造及服务器液冷散热领域，高精密铜基散热片已应用于服务器液冷散热。据中国电子电路行业协会榜单，公司铜基类专用材料排名蝉联国内第一。 2、据国泰海通证券2026年5月17日研报，AI服务器未来三至五年需求明确，公司铜粉与散热业务为增量核心，维持“增持”评级。 3、据2026年4月29日公告，公司2026年一季度实现营收31.65亿元，同比增长39.70%，归母净利润7816.12万元，同比增长113.91%。	公司铜基新材料产品广泛应用于PCB制造及服务器液冷散热领域，高精密铜基散热片已应用于服务器液冷散热	2026-05-07\|130.65\|2.14\|128.00\|133.59\|124.20\|32085;2026-05-08\|134.90\|3.25\|130.65\|138.12\|130.65\|39190;2026-05-11\|133.45\|-1.07\|134.10\|136.92\|132.03\|25133;2026-05-12\|132.30\|-0.86\|135.10\|135.10\|130.00\|21532;2026-05-13\|132.12\|-0.14\|132.71\|134.71\|128.50\|33470;2026-05-14\|125.08\|-5.33\|132.50\|133.97\|123.01\|35382;2026-05-15\|119.55\|-4.42\|126.33\|127.60\|118.20\|31735;2026-05-18\|120.10\|0.46\|122.00\|122.47\|119.03\|22007;2026-05-19\|120.61\|0.42\|120.38\|121.00\|115.06\|20370;2026-05-20\|123.48\|2.38\|120.61\|123.48\|119.16\|20170;2026-05-21\|117.85\|-4.56\|123.97\|127.45\|117.11\|22428;2026-05-22\|126.01\|6.92\|117.83\|127.90\|117.00\|26537;2026-05-25\|135.80\|7.77\|135.00\|137.56\|129.50\|39614;2026-05-26\|137.91\|1.55\|137.00\|140.00\|134.42\|32657;2026-05-27\|136.01\|-1.38\|139.15\|142.80\|134.68\|28540;2026-05-28\|137.15\|0.84\|138.24\|140.78\|133.58\|23003;2026-05-29\|137.46\|0.23\|139.00\|147.44\|135.57\|39287;2026-06-01\|132.20\|-3.83\|137.15\|140.42\|131.86\|31027;2026-06-02\|142.97\|8.15\|132.98\|144.59\|130.20\|42921;2026-06-03\|148.32\|4.08\|140.51\|156.58\|140.10\|47778;2026-06-04\|152.73\|2.97\|146.00\|153.76\|145.02\|38689;2026-06-05\|168.00\|10.00\|154.00\|168.00\|150.22\|40573;2026-06-08\|151.20\|-10.00\|159.80\|159.80\|151.20\|52959;2026-06-09\|166.32\|10.00\|152.25\|166.32\|147.13\|68071;2026-06-10\|167.88\|0.94\|162.99\|172.50\|161.00\|51363;2026-06-11\|178.80\|6.50\|165.68\|184.67\|165.68\|63040;2026-06-12\|178.70\|-0.06\|178.00\|187.78\|174.58\|63673;2026-06-15\|196.00\|9.68\|178.71\|196.30\|176.00\|59775;2026-06-16\|202.45\|3.29\|193.65\|203.50\|190.50\|59031;2026-06-17\|192.10\|-5.11\|197.99\|204.55\|190.88\|57282;2026-06-18\|211.31\|10.00\|192.10\|211.31\|192.05\|43409;2026-06-22\|201.00\|-4.88\|219.17\|220.00\|198.00\|66603;2026-06-23\|183.30\|-8.81\|206.00\|206.66\|180.90\|71289;2026-06-24\|184.00\|0.38\|183.42\|189.90\|178.16\|49550;2026-06-25\|188.60\|2.50\|183.55\|194.00\|181.08\|47118;2026-06-26\|178.35\|-5.43\|185.01\|186.00\|175.81\|45217;2026-06-29\|179.56\|0.68\|178.44\|184.78\|174.00\|44358;2026-06-30\|186.98\|4.13\|179.56\|190.50\|176.20\|51452;2026-07-01\|184.20\|-1.49\|182.80\|189.60\|178.50\|42720;2026-07-02\|172.83\|-6.17\|180.00\|184.98\|172.01\|39470;2026-07-03\|172.63\|-0.12\|173.40\|179.99\|172.00\|38353;2026-07-06\|161.10\|-6.68\|173.51\|176.99\|161.00\|52473;2026-07-07\|158.10\|-1.86\|166.14\|166.14\|156.00\|37072;2026-07-08\|154.65\|-2.18\|160.00\|161.71\|154.51\|24468;2026-07-09\|156.22\|1.02\|156.99\|157.49\|148.50\|25288;2026-07-10\|149.81\|-4.10\|158.79\|162.58\|149.60\|31765;2026-07-13\|138.40\|-7.62\|148.60\|152.88\|137.24\|37076;2026-07-14\|145.00\|4.77\|138.40\|145.57\|137.34\|34882;2026-07-15\|133.71\|-7.79\|142.00\|147.00\|132.81\|44576;2026-07-16\|128.40\|-3.97\|133.00\|135.15\|126.52\|43424;2026-07-17\|115.56\|-10.00\|128.30\|128.75\|115.56\|53675;2026-07-20\|104.50\|-9.57\|118.89\|118.89\|104.00\|48516;2026-07-21\|114.95\|10.00\|107.00\|114.95\|98.86\|49634;2026-07-22\|119.80\|4.22\|117.40\|126.45\|117.25\|79425;2026-07-23\|121.50\|1.42\|120.99\|124.29\|119.25\|50889;2026-07-24\|121.00\|-0.41\|119.90\|123.80\|117.10\|43799;2026-07-27\|128.73\|6.39\|121.88\|129.20\|119.00\|60651;2026-07-28\|115.86\|-10.00\|124.49\|126.36\|115.86\|58021;2026-07-29\|110.43\|-4.69\|114.00\|115.60\|105.56\|61669;2026-07-30\|99.42\|-9.97\|110.57\|111.74\|99.39\|63595;2026-07-31\|106.71\|7.33\|107.51\|109.36\|105.00\|65196;2026-08-03\|100.16\|-6.14\|106.19\|108.24\|99.01\|51315;2026-08-04\|110.18\|10.00\|102.99\|110.18\|100.20\|43151;2026-08-05\|118.70\|7.73\|109.77\|121.20\|107.97\|70118;2026-08-06\|128.78\|8.49\|117.10\|130.57\|116.00\|84841;2026-08-07\|141.66\|10.00\|128.80\|141.66\|128.18\|97131;2026-08-10\|141.11\|-0.39\|141.65\|144.97\|137.01\|78530;2026-08-11\|136.58\|-3.21\|138.20\|140.77\|134.70\|52846;2026-08-12\|144.47\|5.78\|139.31\|146.50\|135.20\|60300;2026-08-13\|138.99\|-3.79\|144.98\|147.50\|138.00\|53042;2026-08-14\|144.28\|3.81\|140.19\|145.00\|138.52\|44386;2026-08-17\|147.00\|1.89\|145.00\|147.47\|141.94\|42683;2026-08-18\|144.90\|-1.43\|146.53\|148.56\|140.80\|42832;2026-08-19\|130.41\|-10.00\|140.00\|142.32\|130.41\|38877;2026-08-20\|129.90\|-0.39\|130.41\|132.88\|126.91\|43090;2026-08-21\|132.42\|1.94\|131.73\|135.80\|127.80\|41347;2026-08-24\|126.22\|-4.68\|132.79\|133.48\|121.52\|41741;2026-08-25\|127.01\|0.63\|125.10\|129.07\|118.26\|43826;2026-08-26\|126.85\|-0.13\|128.02\|130.00\|124.08\|29716;2026-08-27\|131.95\|4.02\|128.88\|135.00\|125.64\|39992;2026-08-28\|124.00\|-6.03\|131.00\|132.60\|123.84\|46671;2026-08-31\|125.45\|1.17\|119.99\|127.19\|118.00\|38132;2026-09-01\|118.70\|-5.38\|125.45\|126.28\|117.81\|34535;2026-09-02\|118.20\|-0.42\|117.50\|119.45\|115.01\|27380;2026-09-03\|122.85\|3.93\|119.07\|124.44\|116.10\|40769;2026-09-04\|119.21\|-2.96\|125.50\|135.14\|117.21\|108160;2026-09-07\|131.13\|10.00\|120.34\|131.13\|118.00\|98810;2026-09-08\|132.00\|0.66\|131.50\|138.06\|128.57\|94545;2026-09-09\|128.81\|-2.42\|133.89\|138.00\|128.50\|60972;2026-09-10\|126.50\|-1.79\|127.58\|129.33\|124.60\|46114;2026-09-11\|125.91\|-0.47\|123.97\|129.50\|119.80\|51339
121115		定增获批+混动零部件+涡轮增压器壳体 1、据公司2026年7月17日公告，公司向特定对象发行A股股票申请于2026年7月16日获中国证监会同意注册批复。 2、据2026年5月26日投资者关系活动记录表，公司涡轮增压器壳体产品全面渗透到新能源混合动力车型，包括插电式混合动力和增程式混合动力。 3、据公司2026年7月17日发布的《向特定对象发行股票证券募集说明书注册稿》，公司主营业务为中间壳及其装配件、涡轮壳及其装配件产品的研发、生产和销售，拥有稳定优质的客户群体。	公司定增申请获上交所审核通过，实控人包揽3.26亿元助力拓展汽车关键零部件产品	2026-05-07\|14.87\|0.68\|14.77\|14.93\|14.72\|26616;2026-05-08\|14.93\|0.40\|14.87\|14.94\|14.70\|24098;2026-05-11\|14.76\|-1.14\|14.93\|15.01\|14.66\|34335;2026-05-12\|14.26\|-3.39\|14.78\|14.80\|14.24\|37161;2026-05-13\|14.25\|-0.07\|14.25\|14.37\|14.07\|26412;2026-05-14\|14.12\|-0.91\|14.27\|14.35\|13.98\|28472;2026-05-15\|14.15\|0.21\|14.12\|14.43\|14.05\|31180;2026-05-18\|14.16\|0.07\|14.10\|14.16\|13.85\|27826;2026-05-19\|13.97\|-1.34\|14.16\|14.30\|13.88\|24734;2026-05-20\|13.92\|-0.36\|13.97\|13.97\|13.64\|22240;2026-05-21\|13.70\|-1.58\|13.96\|14.47\|13.65\|41390;2026-05-22\|14.03\|2.41\|13.70\|14.13\|13.50\|36112;2026-05-25\|13.85\|-1.28\|13.99\|14.26\|13.71\|32474;2026-05-26\|13.55\|-2.17\|13.72\|13.89\|13.46\|25810;2026-05-27\|13.16\|-2.88\|13.53\|13.60\|13.05\|36007;2026-05-28\|13.16\|0.00\|13.05\|13.34\|12.94\|27978;2026-05-29\|12.68\|-3.65\|13.20\|13.25\|12.62\|35888;2026-06-01\|13.95\|10.02\|12.69\|13.95\|12.65\|41108;2026-06-02\|14.45\|3.58\|13.89\|15.13\|13.61\|156319;2026-06-03\|13.98\|-3.25\|14.38\|14.46\|13.77\|81066;2026-06-04\|14.82\|6.01\|14.11\|15.14\|13.61\|117871;2026-06-05\|14.89\|0.47\|14.69\|15.28\|14.56\|68671;2026-06-08\|14.89\|0.00\|14.50\|15.24\|14.30\|73205;2026-06-09\|15.06\|1.14\|14.93\|15.22\|14.60\|66921;2026-06-10\|14.65\|-2.72\|14.95\|15.28\|14.35\|58461;2026-06-11\|14.44\|-1.43\|14.64\|14.95\|14.34\|36747;2026-06-12\|14.52\|0.55\|14.72\|14.98\|14.34\|47206;2026-06-15\|14.43\|-0.62\|14.52\|14.75\|14.34\|46016;2026-06-16\|14.31\|-0.83\|14.36\|14.90\|13.90\|61905;2026-06-17\|14.74\|3.00\|14.10\|14.78\|13.96\|57421;2026-06-18\|14.66\|-0.54\|14.73\|15.06\|14.30\|53936;2026-06-22\|15.24\|3.96\|14.57\|15.55\|14.37\|90854;2026-06-23\|15.54\|1.97\|15.12\|15.65\|15.01\|72882;2026-06-24\|14.85\|-4.44\|15.36\|15.83\|14.76\|94606;2026-06-25\|14.24\|-3.00\|14.78\|14.84\|14.07\|63438;2026-06-26\|13.53\|-4.99\|14.06\|14.30\|13.20\|72634;2026-06-29\|13.38\|-1.11\|13.53\|13.64\|12.84\|72121;2026-06-30\|13.27\|-0.82\|13.37\|13.48\|12.93\|47834;2026-07-01\|13.45\|1.36\|13.25\|13.87\|13.01\|49555;2026-07-02\|14.12\|4.98\|13.37\|14.52\|13.30\|65685;2026-07-03\|14.17\|0.35\|14.20\|14.39\|14.01\|34762;2026-07-06\|13.83\|-2.40\|14.00\|14.39\|13.69\|36043;2026-07-07\|13.37\|-3.33\|13.71\|13.86\|13.35\|23093;2026-07-08\|12.97\|-2.99\|13.31\|13.43\|12.91\|26081;2026-07-09\|12.78\|-1.46\|13.10\|13.10\|12.40\|38198;2026-07-10\|12.76\|-0.16\|12.78\|13.11\|12.72\|22095;2026-07-13\|12.32\|-3.45\|12.76\|12.80\|12.26\|30697;2026-07-14\|12.44\|0.97\|12.32\|12.45\|12.13\|18863;2026-07-15\|12.22\|-1.77\|12.40\|12.54\|12.12\|33432;2026-07-16\|12.10\|-0.98\|12.11\|12.44\|12.02\|21398;2026-07-17\|13.31\|10.00\|12.11\|13.31\|12.11\|49866;2026-07-20\|13.20\|-0.83\|13.35\|13.78\|12.80\|108548;2026-07-21\|14.52\|10.00\|13.35\|14.52\|12.97\|83680;2026-07-22\|14.57\|0.34\|14.34\|15.24\|14.34\|95814;2026-07-23\|14.77\|1.37\|14.64\|14.86\|14.31\|49257;2026-07-24\|14.20\|-3.86\|14.52\|14.85\|14.20\|42427;2026-07-27\|14.14\|-0.42\|14.19\|14.65\|14.03\|42218;2026-07-28\|14.15\|0.07\|14.20\|14.25\|13.84\|40548;2026-07-29\|14.84\|4.88\|14.43\|15.57\|14.43\|91480;2026-07-30\|13.89\|-6.40\|15.00\|15.06\|13.76\|69100;2026-07-31\|13.91\|0.14\|14.09\|14.20\|13.85\|42560;2026-08-03\|13.92\|0.07\|13.91\|14.08\|13.70\|28201;2026-08-04\|14.01\|0.65\|13.87\|14.17\|13.69\|39631;2026-08-05\|14.40\|2.78\|14.01\|14.77\|13.90\|57598;2026-08-06\|14.07\|-2.29\|14.02\|14.26\|13.82\|45004;2026-08-07\|14.08\|0.07\|14.00\|14.14\|13.88\|24717;2026-08-10\|15.49\|10.01\|14.06\|15.49\|13.99\|108522;2026-08-11\|15.83\|2.19\|15.84\|16.31\|15.47\|140536;2026-08-12\|16.68\|5.37\|15.83\|16.91\|15.80\|133183;2026-08-13\|16.43\|-1.50\|16.58\|16.74\|16.10\|81868;2026-08-14\|16.68\|1.52\|16.59\|17.00\|16.43\|65942;2026-08-17\|16.75\|0.42\|16.73\|16.81\|16.10\|57525;2026-08-18\|16.90\|0.90\|16.60\|17.10\|16.48\|53311;2026-08-19\|15.70\|-7.10\|16.90\|17.00\|15.70\|70189;2026-08-20\|15.55\|-0.96\|16.00\|16.00\|15.46\|37559;2026-08-21\|15.93\|2.44\|15.55\|16.08\|15.30\|47711;2026-08-24\|16.00\|0.44\|16.00\|16.25\|15.63\|30455;2026-08-25\|15.98\|-0.12\|15.69\|16.07\|15.69\|24723;2026-08-26\|15.68\|-1.88\|15.93\|16.06\|15.58\|22867;2026-08-27\|15.66\|-0.13\|15.68\|15.79\|15.50\|25288;2026-08-28\|15.71\|0.32\|15.60\|15.99\|15.54\|42658;2026-08-31\|15.76\|0.32\|15.51\|16.04\|15.51\|29238;2026-09-01\|15.89\|0.82\|15.76\|16.05\|15.60\|29839;2026-09-02\|16.24\|2.20\|15.81\|16.36\|15.45\|51612;2026-09-03\|16.48\|1.48\|16.19\|16.73\|16.18\|52281;2026-09-04\|17.25\|4.67\|16.60\|18.13\|16.48\|166063;2026-09-07\|17.86\|3.54\|17.25\|17.99\|17.10\|123233;2026-09-08\|17.40\|-2.58\|17.78\|18.13\|17.30\|76507;2026-09-09\|16.81\|-3.39\|17.32\|17.38\|16.60\|59357;2026-09-10\|16.38\|-2.56\|16.70\|16.80\|16.33\|37271;2026-09-11\|15.77\|-3.72\|16.43\|16.46\|15.77\|45831
121114		回购+增持+液冷+电缆附件 1、据2026年7月20日公告，公司拟以自有资金1.8亿元至2.2亿元回购股份，用于维护公司价值及股东权益，回购价格不超过20.5元/股。 2、据2026年7月20日公告，公司董事长俞涛计划自当日起6个月内增持公司股份，增持金额不低于3000万元。 3、据2026年7月2日机构调研，公司参股浸没式液冷科技企业杭州云酷智能科技有限公司，控股子公司双江能源的碳氢类冷却液及公司液冷产品事业部的硅基冷却液均处于试验验证阶段。 4、据2025年8月12日半年报，公司是全球少数可自主研发并生产750kV及以下交直流超高压电缆附件的企业之一，产品广泛应用于电网、新能源、轨道交通等领域。	公司材料、箱柜、连接器、机电等产品已导入商业航天并实现导入；拟斥资1.8亿至2.2亿元回购股份	2026-05-07\|18.11\|1.86\|17.75\|18.11\|17.66\|80316;2026-05-08\|18.60\|2.71\|18.05\|18.98\|17.97\|84698;2026-05-11\|18.36\|-1.29\|18.62\|19.00\|18.24\|80344;2026-05-12\|18.41\|0.27\|18.35\|18.69\|18.13\|68456;2026-05-13\|19.02\|3.31\|18.30\|19.89\|18.25\|158222;2026-05-14\|18.32\|-3.68\|19.07\|19.28\|18.32\|112350;2026-05-15\|17.80\|-2.84\|18.32\|18.43\|17.71\|71243;2026-05-18\|17.78\|-0.11\|17.80\|17.94\|17.59\|54151;2026-05-19\|17.94\|0.90\|17.76\|17.96\|17.32\|59900;2026-05-20\|17.52\|-2.34\|17.94\|17.94\|17.25\|55421;2026-05-21\|16.68\|-4.79\|17.54\|17.64\|16.67\|62538;2026-05-22\|17.06\|2.28\|16.82\|17.21\|16.70\|49899;2026-05-25\|16.74\|-1.88\|17.34\|17.44\|16.61\|51909;2026-05-26\|16.23\|-3.05\|16.65\|16.66\|16.00\|53729;2026-05-27\|15.99\|-1.48\|16.25\|16.46\|15.90\|49048;2026-05-28\|16.19\|1.25\|15.84\|16.28\|15.78\|40067;2026-05-29\|15.85\|-2.10\|16.10\|16.31\|15.71\|48854;2026-06-01\|16.14\|1.83\|15.77\|16.29\|15.68\|46203;2026-06-02\|15.79\|-2.17\|16.26\|16.29\|15.50\|43803;2026-06-03\|15.62\|-1.08\|15.66\|15.85\|15.44\|35522;2026-06-04\|15.36\|-1.66\|15.57\|15.59\|15.27\|33432;2026-06-05\|15.32\|-0.26\|15.40\|15.64\|14.95\|39875;2026-06-08\|14.74\|-3.79\|14.95\|15.32\|14.50\|50248;2026-06-09\|14.91\|1.15\|14.97\|15.09\|14.57\|36422;2026-06-10\|14.44\|-3.15\|14.78\|14.88\|14.27\|43159;2026-06-11\|14.33\|-0.76\|14.37\|14.55\|14.11\|34691;2026-06-12\|14.45\|0.84\|14.46\|14.69\|14.17\|42386;2026-06-15\|14.82\|2.56\|14.68\|14.90\|14.50\|49940;2026-06-16\|14.94\|0.81\|14.84\|15.08\|14.63\|47010;2026-06-17\|14.47\|-3.15\|14.96\|14.96\|14.34\|53461;2026-06-18\|14.47\|0.00\|14.47\|14.57\|14.15\|43468;2026-06-22\|14.44\|-0.21\|14.32\|14.48\|13.86\|60469;2026-06-23\|14.40\|-0.28\|14.44\|14.64\|14.20\|44823;2026-06-24\|14.00\|-2.78\|14.40\|14.40\|13.82\|42178;2026-06-25\|13.63\|-2.64\|13.90\|14.01\|13.56\|47189;2026-06-26\|13.18\|-3.30\|13.63\|13.70\|13.08\|42723;2026-06-29\|13.20\|0.15\|13.20\|13.35\|12.86\|46886;2026-06-30\|13.13\|-0.53\|13.35\|13.36\|13.00\|37271;2026-07-01\|13.36\|1.75\|13.30\|13.60\|12.96\|58842;2026-07-02\|13.32\|-0.30\|13.33\|13.69\|13.21\|46158;2026-07-03\|13.79\|3.53\|13.50\|13.92\|13.40\|50251;2026-07-06\|14.04\|1.81\|13.95\|15.00\|13.83\|82206;2026-07-07\|13.30\|-5.27\|14.09\|14.14\|13.30\|64589;2026-07-08\|12.98\|-2.41\|13.33\|13.47\|12.97\|42425;2026-07-09\|12.85\|-1.00\|12.98\|13.03\|12.42\|51413;2026-07-10\|13.10\|1.95\|12.80\|13.41\|12.68\|51684;2026-07-13\|12.51\|-4.50\|13.22\|13.30\|12.46\|42386;2026-07-14\|12.71\|1.60\|12.45\|12.76\|12.26\|38145;2026-07-15\|12.87\|1.26\|12.65\|13.07\|12.55\|35425;2026-07-16\|12.93\|0.47\|12.88\|13.28\|12.68\|60801;2026-07-17\|12.62\|-2.40\|12.93\|13.09\|12.50\|56602;2026-07-20\|12.33\|-2.30\|12.62\|12.94\|12.13\|54649;2026-07-21\|13.56\|9.98\|13.52\|13.56\|13.52\|29027;2026-07-22\|14.92\|10.03\|14.48\|14.92\|13.85\|309016;2026-07-23\|16.41\|9.99\|15.20\|16.41\|15.20\|262850;2026-07-24\|18.05\|9.99\|18.05\|18.05\|17.80\|204464;2026-07-27\|19.86\|10.03\|17.73\|19.86\|16.77\|514752;2026-07-28\|18.90\|-4.83\|19.86\|20.86\|17.87\|527481;2026-07-29\|17.93\|-5.13\|17.87\|19.00\|17.01\|400665;2026-07-30\|16.14\|-9.98\|17.52\|18.78\|16.14\|388429;2026-07-31\|16.25\|0.68\|16.14\|16.28\|15.20\|342783;2026-08-03\|17.88\|10.03\|16.51\|17.88\|15.98\|252219;2026-08-04\|18.76\|4.92\|18.66\|19.03\|18.05\|437496;2026-08-05\|19.01\|1.33\|18.36\|19.42\|18.32\|398310;2026-08-06\|18.00\|-5.31\|18.82\|18.88\|17.72\|290772;2026-08-07\|18.00\|0.00\|17.87\|18.00\|17.17\|230897;2026-08-10\|18.33\|1.83\|17.96\|18.40\|17.90\|251695;2026-08-11\|18.00\|-1.80\|18.00\|18.50\|17.90\|218312;2026-08-12\|18.05\|0.28\|18.15\|18.37\|17.77\|145441;2026-08-13\|17.45\|-3.32\|18.16\|18.22\|17.45\|182816;2026-08-14\|17.28\|-0.97\|17.47\|17.58\|16.80\|156906;2026-08-17\|17.23\|-0.29\|17.31\|17.48\|16.99\|105693;2026-08-18\|16.99\|-1.39\|16.78\|17.22\|16.58\|167412;2026-08-19\|15.79\|-7.06\|16.62\|16.75\|15.71\|129590;2026-08-20\|15.96\|1.08\|16.16\|16.28\|15.81\|78413;2026-08-21\|15.90\|-0.38\|16.03\|16.15\|15.63\|57410;2026-08-24\|15.79\|-0.69\|15.90\|16.09\|15.54\|60524;2026-08-25\|16.44\|4.12\|15.50\|16.50\|15.40\|101624;2026-08-26\|16.42\|-0.12\|16.49\|16.58\|16.13\|87784;2026-08-27\|16.34\|-0.49\|16.18\|16.45\|16.11\|68634;2026-08-28\|16.45\|0.67\|16.34\|16.62\|16.17\|64143;2026-08-31\|16.47\|0.12\|16.23\|16.50\|16.18\|46224;2026-09-01\|16.62\|0.91\|16.47\|17.10\|16.44\|71971;2026-09-02\|16.83\|1.26\|16.35\|16.94\|16.31\|89859;2026-09-03\|17.15\|1.90\|16.99\|17.28\|16.45\|153201;2026-09-04\|16.84\|-1.81\|16.98\|17.52\|16.75\|142960;2026-09-07\|16.73\|-0.65\|16.64\|16.84\|16.54\|76078;2026-09-08\|16.82\|0.54\|16.64\|16.93\|16.60\|75070;2026-09-09\|16.97\|0.89\|16.81\|17.20\|16.72\|71406;2026-09-10\|16.77\|-1.18\|16.97\|16.97\|16.64\|50575;2026-09-11\|16.66\|-0.66\|16.61\|16.81\|16.40\|55486
121113		生猪养殖+养鸡+人形机器人行业原因： 6月1日，鸡蛋期货主力合约触及涨停，涨幅6%，报4391元/500千克。南华期货指出，周末期间，全国鸡蛋现货价格延续涨势，主产区均价已站上4.85元/斤。公司原因： 1、据2026年1月5日投资者关系活动记录表，公司于2025年12月30日董事会审议批准，拟通过增资扩股、受让老股等方式取得江苏汇博机器人技术股份有限公司控制权，标的公司具备人形机器人技术与产品积淀，已发布第一代轮足双臂机器人及四足机器人产品；据2026年4月30日投资者关系活动记录表，公司拟于该领域开展战略布局，积极培育新的业绩增长点。 2、公司的主营业务是生猪养殖与销售；饲料生产与销售；种鸡、肉鸡养殖与销售；房地产开发等。据2025年年度报告及2026年4月30日投资者关系活动记录表，2025年生猪出栏231.29万头，养殖业务营收37.66亿元；公司采用“楼宇聚落式+6750自繁自养一体化”智能养殖模式，2026年3月养殖完全成本约13.3元/kg，2026年完全成本目标为12元/kg左右。	公司主营业务包括生猪养殖与销售、饲料生产与销售、种鸡与肉鸡养殖与销售等	2026-05-07\|14.94\|1.84\|14.63\|15.11\|14.57\|144783;2026-05-08\|15.04\|0.67\|14.95\|15.25\|14.81\|135478;2026-05-11\|15.16\|0.80\|15.04\|15.34\|14.93\|136809;2026-05-12\|14.87\|-1.91\|15.10\|15.11\|14.77\|89779;2026-05-13\|14.58\|-1.95\|14.80\|14.95\|14.56\|100793;2026-05-14\|14.62\|0.27\|14.71\|14.90\|14.56\|112242;2026-05-15\|14.34\|-1.92\|14.51\|14.56\|14.26\|87811;2026-05-18\|13.96\|-2.65\|14.30\|14.35\|13.90\|79018;2026-05-19\|14.51\|3.94\|14.00\|14.66\|13.85\|127676;2026-05-20\|14.25\|-1.79\|14.40\|14.56\|14.07\|70596;2026-05-21\|13.68\|-4.00\|14.24\|14.31\|13.59\|86034;2026-05-22\|13.61\|-0.51\|13.77\|13.87\|13.51\|64266;2026-05-25\|13.42\|-1.40\|13.67\|13.83\|13.33\|77879;2026-05-26\|13.28\|-1.04\|13.44\|13.45\|13.10\|63216;2026-05-27\|12.85\|-3.24\|13.27\|13.45\|12.71\|83326;2026-05-28\|12.66\|-1.48\|12.90\|12.98\|12.45\|71867;2026-05-29\|12.54\|-0.95\|12.66\|12.80\|12.43\|83879;2026-06-01\|13.79\|9.97\|12.80\|13.79\|12.70\|82743;2026-06-02\|13.96\|1.23\|13.85\|14.56\|13.58\|287574;2026-06-03\|14.39\|3.08\|13.89\|14.41\|13.50\|193061;2026-06-04\|14.57\|1.25\|14.29\|14.79\|14.20\|173493;2026-06-05\|14.10\|-3.23\|14.43\|14.66\|13.87\|174912;2026-06-08\|14.74\|4.54\|14.00\|15.15\|13.88\|216827;2026-06-09\|16.21\|9.97\|15.20\|16.21\|14.89\|292064;2026-06-10\|17.83\|9.99\|17.63\|17.83\|17.02\|296301;2026-06-11\|19.61\|9.98\|18.95\|19.61\|17.76\|291414;2026-06-12\|18.91\|-3.57\|19.39\|21.18\|18.90\|821956;2026-06-15\|17.37\|-8.14\|19.53\|20.45\|17.10\|489856;2026-06-16\|19.11\|10.02\|16.90\|19.11\|16.30\|286015;2026-06-17\|19.13\|0.10\|19.11\|19.78\|18.40\|416360;2026-06-18\|18.86\|-1.41\|19.05\|19.49\|17.84\|315713;2026-06-22\|20.75\|10.02\|19.11\|20.75\|19.08\|467371;2026-06-23\|20.66\|-0.43\|21.12\|21.78\|20.33\|444975;2026-06-24\|20.28\|-1.84\|20.76\|21.50\|20.08\|280884;2026-06-25\|22.31\|10.01\|20.59\|22.31\|20.30\|299833;2026-06-26\|21.73\|-2.60\|22.78\|22.94\|21.11\|315360;2026-06-29\|21.21\|-2.39\|21.81\|22.30\|20.51\|252256;2026-06-30\|22.09\|4.15\|19.09\|22.39\|19.09\|321375;2026-07-01\|22.50\|1.86\|22.09\|22.84\|21.53\|210899;2026-07-02\|22.36\|-0.62\|22.50\|23.33\|22.13\|191477;2026-07-03\|21.24\|-5.01\|22.36\|22.36\|21.23\|190822;2026-07-06\|21.65\|1.93\|21.38\|22.22\|20.33\|320906;2026-07-07\|21.52\|-0.60\|21.37\|23.00\|21.24\|219996;2026-07-08\|21.85\|1.53\|21.43\|22.13\|21.11\|184154;2026-07-09\|21.91\|0.27\|21.53\|22.56\|21.12\|197179;2026-07-10\|24.10\|10.00\|22.48\|24.10\|22.44\|223503;2026-07-13\|22.96\|-4.73\|24.90\|26.38\|22.56\|457592;2026-07-14\|22.10\|-3.75\|22.93\|23.39\|21.76\|292128;2026-07-15\|21.11\|-4.48\|22.01\|22.20\|20.96\|218295;2026-07-16\|20.69\|-1.99\|20.90\|21.32\|20.57\|171489;2026-07-17\|18.62\|-10.00\|20.32\|20.81\|18.62\|220592;2026-07-20\|18.38\|-1.29\|18.80\|20.20\|17.86\|245665;2026-07-21\|20.22\|10.01\|18.38\|20.22\|17.02\|307028;2026-07-22\|19.15\|-5.29\|20.33\|20.71\|18.78\|328397;2026-07-23\|18.88\|-1.41\|18.96\|19.85\|18.46\|170816;2026-07-24\|18.04\|-4.45\|19.06\|19.12\|18.04\|120691;2026-07-27\|18.65\|3.38\|17.83\|18.65\|17.58\|126186;2026-07-28\|18.13\|-2.79\|18.32\|19.09\|17.86\|100488;2026-07-29\|18.11\|-0.11\|18.07\|18.45\|17.31\|166082;2026-07-30\|17.10\|-5.58\|17.88\|18.40\|16.35\|184161;2026-07-31\|18.81\|10.00\|17.65\|18.81\|17.60\|176577;2026-08-03\|18.02\|-4.20\|19.10\|19.69\|18.00\|272714;2026-08-04\|19.82\|9.99\|18.20\|19.82\|18.04\|144632;2026-08-05\|21.17\|6.81\|20.05\|21.40\|19.80\|357443;2026-08-06\|21.60\|2.03\|21.25\|21.96\|21.00\|191569;2026-08-07\|21.40\|-0.93\|21.43\|21.70\|21.14\|136919;2026-08-10\|21.87\|2.20\|21.87\|21.98\|20.90\|143539;2026-08-11\|21.94\|0.32\|21.72\|22.71\|21.20\|147763;2026-08-12\|24.13\|9.98\|21.90\|24.13\|21.76\|252341;2026-08-13\|23.85\|-1.16\|24.13\|24.54\|23.70\|253237;2026-08-14\|23.70\|-0.63\|23.73\|24.10\|22.59\|214854;2026-08-17\|24.19\|2.07\|23.79\|24.56\|23.05\|185522;2026-08-18\|23.61\|-2.40\|24.05\|24.88\|23.58\|217318;2026-08-19\|22.45\|-4.91\|23.13\|23.57\|22.40\|171325;2026-08-20\|22.43\|-0.09\|22.63\|23.00\|22.12\|120720;2026-08-21\|22.33\|-0.45\|22.30\|22.74\|22.13\|107985;2026-08-24\|22.10\|-1.03\|21.71\|22.20\|21.51\|118782;2026-08-25\|21.50\|-2.71\|21.88\|22.19\|21.31\|106975;2026-08-26\|22.30\|3.72\|21.50\|22.36\|21.20\|116106;2026-08-27\|22.45\|0.67\|22.19\|22.62\|22.00\|130194;2026-08-28\|22.17\|-1.25\|22.40\|23.06\|22.10\|97437;2026-08-31\|22.94\|3.47\|22.16\|23.55\|21.87\|150336;2026-09-01\|23.25\|1.35\|22.93\|24.02\|22.70\|179226;2026-09-02\|22.93\|-1.38\|23.04\|23.38\|22.70\|116380;2026-09-03\|23.06\|0.57\|22.90\|23.25\|22.61\|99343;2026-09-04\|22.31\|-3.25\|23.12\|23.35\|22.21\|118570;2026-09-07\|22.14\|-0.76\|22.22\|22.46\|21.70\|133321;2026-09-08\|21.70\|-1.99\|22.14\|22.40\|21.65\|107776;2026-09-09\|21.09\|-2.81\|21.72\|21.91\|19.65\|256628;2026-09-10\|23.20\|10.00\|20.53\|23.20\|20.46\|285032;2026-09-11\|21.77\|-6.16\|22.95\|22.97\|21.40\|275598
121112		农机龙头+出海增长+高端装备+央企改革 1、据2026年7月1日互动易，公司继续深化国际业务布局，推动出口业务持续增长，今年一季度大中拖出口销量同比增长40%。据2026年7月9日投资者关系活动记录表，公司当前经销商网络覆盖全球近100个国家，下一阶段将开展属地化研发，并在重点国别设立办事处。 2、公司主营农业机械、动力机械及其零部件的研发、制造和销售，拥有国内拖拉机行业最完整的从整机到核心零部件制造体系，具备车身、发动机、车桥等核心零部件自制能力。 3、公司掌握动力换挡、无级变速、智能驾驶等核心关键技术，产品覆盖220-450马力多款高端拖拉机，并已完成320马力无级变速及450马力轮式拖拉机等高端产品研制。 4、公司最终控制人为国务院国有资产监督管理委员会，控股股东为中国一拖集团有限公司。	公司为国内拖拉机龙头，大中拖拉机市场占有率保持行业第一	2026-05-07\|13.70\|-1.37\|13.88\|14.04\|13.66\|73552;2026-05-08\|13.57\|-0.95\|13.90\|13.90\|13.53\|65181;2026-05-11\|13.95\|2.80\|13.56\|14.04\|13.52\|87749;2026-05-12\|13.72\|-1.65\|14.03\|14.11\|13.63\|61616;2026-05-13\|13.71\|-0.07\|13.71\|13.78\|13.62\|46303;2026-05-14\|13.43\|-2.04\|13.71\|13.74\|13.40\|50391;2026-05-15\|13.45\|0.15\|13.49\|13.65\|13.31\|51980;2026-05-18\|13.22\|-1.71\|13.40\|13.51\|13.08\|43969;2026-05-19\|13.22\|0.00\|13.22\|13.32\|13.07\|35343;2026-05-20\|12.90\|-2.42\|13.21\|13.23\|12.81\|53271;2026-05-21\|12.77\|-1.01\|13.00\|13.17\|12.49\|50225;2026-05-22\|12.68\|-0.70\|12.90\|12.90\|12.58\|48946;2026-05-25\|13.08\|3.15\|12.78\|13.19\|12.65\|55064;2026-05-26\|13.17\|0.69\|13.01\|13.24\|12.81\|58295;2026-05-27\|13.03\|-1.06\|13.24\|13.28\|12.75\|66564;2026-05-28\|12.73\|-2.30\|12.96\|13.07\|12.62\|40540;2026-05-29\|12.78\|0.39\|12.81\|12.96\|12.71\|42460;2026-06-01\|13.00\|1.72\|12.81\|13.03\|12.68\|57519;2026-06-02\|12.91\|-0.69\|13.05\|13.08\|12.91\|56352;2026-06-03\|12.84\|-0.54\|13.07\|13.18\|12.69\|66737;2026-06-04\|12.63\|-1.64\|12.85\|12.90\|12.57\|45847;2026-06-05\|12.56\|-0.55\|12.55\|12.76\|12.48\|41209;2026-06-08\|12.20\|-2.87\|12.38\|12.50\|12.09\|54928;2026-06-09\|11.90\|-2.46\|12.24\|12.27\|11.79\|60064;2026-06-10\|11.59\|-2.60\|11.85\|11.89\|11.43\|75153;2026-06-11\|11.48\|-0.95\|11.59\|11.63\|11.40\|46486;2026-06-12\|11.80\|2.79\|11.57\|11.90\|11.32\|75690;2026-06-15\|12.01\|1.78\|11.80\|12.11\|11.74\|53734;2026-06-16\|11.81\|-1.67\|12.03\|12.07\|11.75\|43053;2026-06-17\|11.50\|-0.95\|11.65\|11.67\|11.46\|26891;2026-06-18\|11.36\|-1.22\|11.49\|11.65\|11.33\|46426;2026-06-22\|11.15\|-1.85\|11.26\|11.33\|10.88\|63940;2026-06-23\|11.12\|-0.27\|11.10\|11.32\|11.09\|42573;2026-06-24\|10.95\|-1.53\|11.20\|11.20\|10.79\|52838;2026-06-25\|10.73\|-2.01\|10.90\|10.94\|10.66\|44823;2026-06-26\|10.23\|-4.66\|10.73\|10.81\|10.20\|71472;2026-06-29\|10.62\|3.81\|10.44\|10.85\|10.30\|155766;2026-06-30\|10.59\|-0.28\|10.77\|11.22\|10.57\|103142;2026-07-01\|10.78\|1.79\|10.60\|10.89\|10.54\|62801;2026-07-02\|11.35\|5.29\|10.94\|11.60\|10.82\|115741;2026-07-03\|11.98\|5.55\|11.38\|12.03\|11.38\|119320;2026-07-06\|12.17\|1.59\|11.93\|12.32\|11.81\|95309;2026-07-07\|12.63\|3.78\|12.07\|12.75\|11.98\|131623;2026-07-08\|12.20\|-3.40\|12.47\|12.69\|12.09\|112144;2026-07-09\|11.64\|-4.59\|12.13\|12.13\|11.50\|105211;2026-07-10\|11.84\|1.72\|11.77\|11.94\|11.48\|72135;2026-07-13\|11.48\|-3.04\|11.63\|11.82\|11.47\|60172;2026-07-14\|11.57\|0.78\|11.56\|11.68\|11.41\|49692;2026-07-15\|11.75\|1.56\|11.61\|11.86\|11.54\|50200;2026-07-16\|12.22\|4.00\|11.74\|12.35\|11.66\|95066;2026-07-17\|11.90\|-2.62\|12.07\|12.47\|11.87\|83273;2026-07-20\|12.54\|5.38\|11.99\|12.84\|11.93\|123164;2026-07-21\|13.79\|9.97\|12.66\|13.79\|12.60\|183272;2026-07-22\|13.66\|-0.94\|13.58\|13.95\|13.25\|252737;2026-07-23\|13.98\|2.34\|13.48\|14.16\|13.28\|172769;2026-07-24\|13.80\|-1.29\|14.00\|14.10\|13.73\|114919;2026-07-27\|14.00\|1.45\|13.56\|14.18\|13.55\|112636;2026-07-28\|13.96\|-0.29\|13.83\|14.06\|13.72\|75568;2026-07-29\|14.30\|2.44\|13.97\|14.50\|13.96\|120332;2026-07-30\|14.15\|-1.05\|14.21\|14.47\|13.99\|112278;2026-07-31\|13.76\|-2.76\|13.98\|14.14\|13.75\|124047;2026-08-03\|14.09\|2.40\|13.74\|14.13\|13.60\|97496;2026-08-04\|13.75\|-2.41\|14.10\|14.20\|13.72\|73608;2026-08-05\|13.51\|-1.75\|13.70\|13.75\|13.41\|93651;2026-08-06\|13.52\|0.07\|13.45\|13.57\|13.30\|77002;2026-08-07\|13.20\|-2.37\|13.55\|13.57\|13.06\|106395;2026-08-10\|13.48\|2.12\|13.20\|13.50\|13.08\|73263;2026-08-11\|13.13\|-2.60\|13.53\|13.58\|13.05\|66955;2026-08-12\|13.06\|-0.53\|13.06\|13.22\|13.01\|57281;2026-08-13\|12.86\|-1.53\|13.03\|13.14\|12.85\|60525;2026-08-14\|12.67\|-1.48\|12.90\|12.93\|12.61\|51370;2026-08-17\|12.76\|0.71\|12.69\|12.84\|12.53\|53447;2026-08-18\|13.03\|2.12\|12.74\|13.09\|12.69\|93264;2026-08-19\|12.68\|-2.69\|12.98\|13.15\|12.62\|69821;2026-08-20\|12.93\|1.97\|12.75\|12.96\|12.66\|64124;2026-08-21\|12.70\|-1.78\|12.86\|12.93\|12.65\|56487;2026-08-24\|12.93\|1.81\|12.72\|12.98\|12.72\|72441;2026-08-25\|13.03\|0.77\|12.76\|13.20\|12.76\|62120;2026-08-26\|14.33\|9.98\|13.30\|14.33\|13.30\|204832;2026-08-27\|14.32\|-0.07\|14.19\|14.38\|13.91\|287758;2026-08-28\|14.33\|0.07\|14.25\|14.48\|13.98\|196277;2026-08-31\|14.57\|1.67\|14.31\|14.75\|14.21\|172183;2026-09-01\|15.02\|3.09\|14.59\|15.14\|14.45\|220651;2026-09-02\|14.51\|-3.40\|14.90\|15.09\|14.35\|154265;2026-09-03\|14.69\|1.24\|14.59\|14.93\|14.50\|116804;2026-09-04\|14.59\|-0.68\|14.69\|14.81\|14.50\|77606;2026-09-07\|14.82\|1.58\|14.71\|15.04\|14.60\|131836;2026-09-08\|14.92\|0.67\|14.84\|15.17\|14.80\|110642;2026-09-09\|14.89\|-0.20\|14.88\|15.17\|14.80\|104816;2026-09-10\|14.78\|-0.74\|14.93\|14.93\|14.58\|90695;2026-09-11\|14.73\|-0.34\|14.79\|14.92\|14.58\|74035
121111		城市更新+建设工程+上海国资 1、据2026年6月29日同济科技官微，公司于6月26日召开2025年年度股东会，确立“营城兴产共创未来”新使命，明确聚焦城市更新、资产价值提升等方向。据2026年6月22日投资者关系活动记录表，公司已深度参与凤南一村旧住房更新等30余个城市更新项目。 2、据2025年年度报告，公司为工程建设及咨询服务商，拥有多项综合甲级资质，报告期内新签施工合同额39.78亿元。 3、据公司资料，公司实际控制人为上海市杨浦区国有资产监督管理委员会，控股股东为上海同杨实业有限公司，属于上海国资背景企业。	公司深度参与30+城市更新项目	2026-05-07\|12.82\|0.23\|12.86\|13.07\|12.79\|48725;2026-05-08\|12.96\|1.09\|12.82\|13.15\|12.60\|53305;2026-05-11\|12.87\|-0.69\|12.96\|12.99\|12.78\|32338;2026-05-12\|12.61\|-2.02\|12.94\|12.95\|12.59\|30239;2026-05-13\|12.72\|0.87\|12.61\|12.82\|12.56\|45056;2026-05-14\|12.76\|0.31\|12.67\|12.88\|12.53\|53504;2026-05-15\|12.72\|-0.31\|12.69\|12.90\|12.38\|57032;2026-05-18\|12.45\|-2.12\|12.64\|12.68\|12.37\|32839;2026-05-19\|12.63\|1.45\|12.45\|12.69\|12.37\|28739;2026-05-20\|12.72\|0.71\|12.63\|12.80\|12.50\|26846;2026-05-21\|12.25\|-3.69\|12.72\|12.78\|12.25\|42885;2026-05-22\|12.15\|-0.82\|12.30\|12.40\|12.10\|31551;2026-05-25\|12.16\|0.08\|12.17\|12.31\|12.04\|20356;2026-05-26\|11.75\|-3.37\|12.06\|12.19\|11.66\|31050;2026-05-27\|11.31\|-3.74\|11.75\|11.75\|11.23\|37781;2026-05-28\|11.30\|-0.09\|11.31\|11.45\|11.16\|23267;2026-05-29\|10.97\|-2.92\|11.30\|11.38\|10.95\|42058;2026-06-01\|11.25\|2.55\|10.90\|11.32\|10.85\|39423;2026-06-02\|11.31\|0.53\|11.25\|11.58\|11.06\|45381;2026-06-03\|12.29\|8.66\|11.38\|12.44\|11.30\|150270;2026-06-04\|11.72\|-4.64\|12.48\|12.49\|11.66\|117697;2026-06-05\|11.39\|-2.82\|11.84\|11.84\|11.33\|52499;2026-06-08\|11.01\|-3.34\|11.08\|11.32\|10.88\|40298;2026-06-09\|10.99\|-0.18\|10.92\|11.13\|10.72\|39704;2026-06-10\|10.75\|-2.18\|10.85\|10.95\|10.62\|26427;2026-06-11\|10.05\|-6.51\|10.64\|10.68\|9.95\|75908;2026-06-12\|10.41\|3.58\|10.15\|10.78\|10.14\|78729;2026-06-15\|10.23\|-1.73\|10.52\|10.99\|10.16\|89642;2026-06-16\|9.80\|-4.20\|10.35\|10.35\|9.76\|81803;2026-06-17\|9.79\|-0.10\|9.76\|9.85\|9.51\|82453;2026-06-18\|9.55\|-2.45\|9.80\|9.93\|9.48\|75607;2026-06-22\|9.59\|0.42\|9.56\|9.84\|9.16\|121301;2026-06-23\|9.80\|2.19\|9.61\|9.85\|9.48\|89482;2026-06-24\|10.01\|2.14\|9.67\|10.08\|9.56\|107240;2026-06-25\|9.88\|-1.30\|10.15\|10.15\|9.20\|104281;2026-06-26\|9.07\|-8.20\|9.45\|9.51\|9.06\|81052;2026-06-29\|9.09\|0.22\|9.01\|9.38\|8.85\|85207;2026-06-30\|10.00\|10.01\|9.12\|10.00\|8.92\|115470;2026-07-01\|10.54\|5.40\|10.00\|10.69\|10.00\|112706;2026-07-02\|10.77\|2.18\|10.64\|11.06\|10.43\|85162;2026-07-03\|10.93\|1.49\|10.88\|11.27\|10.76\|63141;2026-07-06\|11.45\|4.76\|10.76\|11.90\|10.76\|91634;2026-07-07\|10.92\|-4.63\|11.44\|11.65\|10.89\|61411;2026-07-08\|10.80\|-1.10\|10.86\|11.05\|10.66\|43102;2026-07-09\|11.43\|5.83\|10.79\|11.51\|10.65\|75180;2026-07-10\|11.31\|-1.05\|11.30\|11.50\|11.20\|45369;2026-07-13\|10.81\|-4.42\|11.21\|11.27\|10.76\|36299;2026-07-14\|11.37\|5.18\|10.96\|11.37\|10.76\|59023;2026-07-15\|11.25\|-1.06\|11.36\|11.57\|11.24\|43656;2026-07-16\|11.96\|6.31\|11.18\|12.00\|11.15\|107092;2026-07-17\|11.03\|-7.78\|11.71\|12.12\|10.91\|98558;2026-07-20\|10.71\|-2.90\|11.19\|11.29\|10.56\|73071;2026-07-21\|11.78\|9.99\|10.65\|11.78\|10.57\|90287;2026-07-22\|11.85\|0.59\|12.22\|12.39\|11.68\|98472;2026-07-23\|11.38\|-3.97\|11.96\|11.97\|10.94\|98457;2026-07-24\|11.01\|-3.25\|11.28\|11.60\|11.01\|66364;2026-07-27\|11.26\|2.27\|11.00\|11.38\|10.88\|44210;2026-07-28\|12.09\|7.37\|11.05\|12.39\|11.05\|147768;2026-07-29\|11.78\|-2.56\|11.97\|12.08\|11.45\|96553;2026-07-30\|11.49\|-2.46\|11.72\|12.08\|11.48\|70960;2026-07-31\|11.55\|0.52\|11.72\|11.95\|11.45\|63613;2026-08-03\|11.64\|0.78\|11.55\|11.64\|11.23\|62478;2026-08-04\|12.14\|4.30\|11.60\|12.40\|11.42\|88125;2026-08-05\|12.00\|-1.15\|12.14\|12.45\|11.91\|66030;2026-08-06\|12.05\|0.42\|12.01\|12.18\|11.86\|56914;2026-08-07\|11.99\|-0.50\|12.05\|12.33\|11.88\|101408;2026-08-10\|12.85\|7.17\|11.97\|13.11\|11.68\|128625;2026-08-11\|12.65\|-1.56\|12.85\|13.20\|12.63\|73281;2026-08-12\|12.61\|-0.32\|12.71\|12.80\|12.49\|43573;2026-08-13\|12.37\|-1.90\|12.55\|12.61\|12.35\|38585;2026-08-14\|12.52\|1.21\|12.54\|12.65\|12.27\|44408;2026-08-17\|12.35\|-1.36\|12.40\|12.50\|12.02\|52192;2026-08-18\|12.17\|-1.46\|12.44\|12.44\|11.88\|64938;2026-08-19\|12.07\|-0.82\|12.09\|12.49\|11.93\|51042;2026-08-20\|11.96\|0.17\|12.00\|12.15\|11.82\|26096;2026-08-21\|11.47\|-4.10\|11.85\|11.88\|11.39\|47867;2026-08-24\|11.42\|-0.44\|11.53\|11.64\|10.75\|62850;2026-08-25\|11.56\|1.23\|11.30\|11.69\|11.19\|36152;2026-08-26\|11.78\|1.90\|11.50\|12.11\|11.50\|45783;2026-08-27\|11.84\|0.51\|11.90\|11.99\|11.74\|23556;2026-08-28\|11.89\|0.42\|11.83\|11.98\|11.70\|27550;2026-08-31\|11.89\|0.00\|11.81\|12.05\|11.74\|22472;2026-09-01\|11.96\|0.59\|11.96\|12.17\|11.80\|32309;2026-09-02\|11.75\|-1.76\|11.93\|11.93\|11.74\|24630;2026-09-03\|11.79\|0.34\|11.83\|11.98\|11.75\|31799;2026-09-04\|11.75\|-0.34\|11.77\|12.04\|11.68\|37482;2026-09-07\|11.83\|0.68\|11.82\|11.94\|11.66\|32097;2026-09-08\|11.80\|-0.25\|11.83\|11.89\|11.59\|32998;2026-09-09\|11.76\|-0.34\|11.71\|11.99\|11.70\|33972;2026-09-10\|11.39\|-3.15\|11.70\|11.75\|11.36\|30623;2026-09-11\|11.19\|-1.76\|11.30\|11.41\|11.02\|29217
121110		蒸汽锅炉+工业互联网 1、据2026年5月29日投资者关系活动记录表，公司主要产品为热水锅炉和蒸汽锅炉，前者用于楼堂馆所供热和小区集中供暖，后者为食品、饮料、纺织印染等工业场景提供所需蒸汽。 2、据公司招股说明书，公司拟使用募集资金建设“基于工业互联网平台的年产500套大功率超低氮燃气锅炉产业化项目”等，推动向服务型制造企业转型。 3、据2025年年报，公司掌握了水冷预混燃烧等核心技术，已获国家级制造业单项冠军企业等荣誉，并参与起草多项锅炉行业标准。	热水锅炉细分领域市占率国内第一	2026-05-07\|65.66\|3.47\|63.82\|67.13\|63.46\|15637;2026-05-08\|65.42\|-0.37\|66.00\|66.45\|64.60\|9440;2026-05-11\|67.45\|3.10\|65.75\|68.00\|65.72\|12643;2026-05-12\|65.83\|-2.40\|68.00\|68.46\|65.32\|13328;2026-05-13\|64.76\|-1.63\|66.58\|66.78\|64.56\|8604;2026-05-14\|63.34\|-2.19\|64.71\|65.26\|63.20\|7900;2026-05-15\|62.85\|-0.77\|64.61\|65.00\|62.44\|7559;2026-05-18\|64.41\|2.48\|62.83\|64.47\|61.99\|8970;2026-05-19\|66.80\|6.18\|63.00\|66.95\|62.40\|31743;2026-05-20\|69.23\|3.64\|66.79\|69.65\|65.67\|25447;2026-05-21\|69.32\|0.13\|69.23\|70.60\|68.32\|19066;2026-05-22\|71.31\|2.87\|69.32\|71.59\|68.00\|17752;2026-05-25\|71.20\|-0.15\|71.30\|73.00\|70.65\|14445;2026-05-26\|72.38\|1.66\|71.27\|72.58\|69.70\|15416;2026-05-27\|70.42\|-2.71\|73.00\|73.20\|70.00\|16345;2026-05-28\|67.25\|-4.50\|70.43\|70.43\|63.40\|33492;2026-05-29\|60.53\|-9.99\|67.90\|67.90\|60.53\|24817;2026-06-01\|59.50\|-1.70\|60.50\|61.33\|54.48\|18339;2026-06-02\|59.22\|-0.47\|59.95\|61.88\|57.52\|21163;2026-06-03\|57.74\|-2.50\|59.44\|60.18\|57.30\|12046;2026-06-04\|54.99\|-4.76\|57.58\|58.00\|53.62\|18153;2026-06-05\|56.02\|1.87\|55.63\|56.86\|53.26\|10189;2026-06-08\|54.66\|-2.43\|53.56\|55.87\|53.36\|8098;2026-06-09\|54.50\|-0.29\|54.84\|55.57\|52.18\|12658;2026-06-10\|53.99\|-0.94\|53.05\|53.99\|51.81\|10154;2026-06-11\|52.90\|-2.02\|53.50\|53.50\|50.88\|9528;2026-06-12\|55.80\|5.48\|52.00\|55.80\|52.00\|8986;2026-06-15\|57.98\|3.91\|57.49\|58.85\|55.58\|9775;2026-06-16\|56.48\|-2.59\|57.75\|58.48\|56.08\|10235;2026-06-17\|56.12\|-0.64\|56.18\|56.40\|54.50\|14085;2026-06-18\|55.61\|-0.91\|55.73\|56.70\|54.52\|5641;2026-06-22\|53.82\|-3.22\|57.00\|57.00\|53.70\|7087;2026-06-23\|53.37\|-0.84\|54.18\|54.60\|52.18\|12149;2026-06-24\|52.93\|-0.82\|52.84\|54.15\|51.80\|9299;2026-06-25\|52.40\|-1.00\|53.50\|53.97\|52.21\|6036;2026-06-26\|53.50\|2.10\|52.50\|54.70\|51.00\|14717;2026-06-29\|53.60\|0.19\|53.56\|54.55\|52.01\|11737;2026-06-30\|54.38\|1.46\|54.00\|56.66\|52.64\|17673;2026-07-01\|53.93\|-0.83\|54.08\|55.20\|53.28\|16316;2026-07-02\|56.30\|4.39\|53.63\|57.58\|53.32\|20854;2026-07-03\|56.79\|0.87\|56.40\|57.88\|54.72\|13200;2026-07-06\|56.83\|0.07\|56.49\|57.11\|55.19\|8293;2026-07-07\|55.65\|-2.08\|57.38\|57.98\|54.40\|9137;2026-07-08\|55.43\|-0.40\|55.65\|56.80\|54.50\|10890;2026-07-09\|55.80\|0.67\|55.20\|55.85\|53.70\|16919;2026-07-10\|57.06\|2.26\|55.45\|58.32\|55.24\|15726;2026-07-13\|58.61\|2.72\|57.15\|59.88\|55.50\|21597;2026-07-14\|59.57\|1.64\|58.57\|60.00\|56.06\|19625;2026-07-15\|58.95\|-1.04\|59.30\|59.54\|57.80\|18563;2026-07-16\|58.79\|-0.27\|59.00\|60.10\|58.11\|19245;2026-07-17\|52.91\|-10.00\|59.19\|59.50\|52.91\|19663;2026-07-20\|47.62\|-10.00\|53.68\|54.16\|47.62\|21380;2026-07-21\|52.38\|10.00\|42.86\|52.38\|42.86\|25881;2026-07-22\|52.20\|-0.34\|53.00\|53.54\|48.62\|19171;2026-07-23\|51.32\|-1.69\|51.36\|52.59\|49.63\|13867;2026-07-24\|50.20\|-2.18\|51.82\|51.82\|49.22\|9547;2026-07-27\|50.67\|0.94\|49.70\|51.19\|48.60\|8848;2026-07-28\|52.06\|2.74\|51.30\|52.61\|49.18\|10250;2026-07-29\|50.90\|-2.23\|51.02\|52.90\|50.39\|7100;2026-07-30\|50.24\|-1.30\|50.60\|52.00\|49.58\|8871;2026-07-31\|50.33\|0.18\|50.32\|51.50\|49.82\|6782;2026-08-03\|53.78\|6.85\|50.34\|53.86\|50.00\|15025;2026-08-04\|58.86\|9.45\|54.00\|58.99\|53.40\|16040;2026-08-05\|60.58\|2.92\|58.88\|60.83\|58.59\|25834;2026-08-06\|60.25\|-0.54\|61.14\|61.14\|57.02\|26233;2026-08-07\|60.38\|0.22\|60.05\|60.99\|59.62\|20389;2026-08-10\|62.60\|3.68\|59.94\|63.40\|59.94\|30074;2026-08-11\|64.40\|2.88\|61.68\|66.32\|61.60\|28753;2026-08-12\|62.93\|-2.28\|64.67\|67.11\|60.83\|25048;2026-08-13\|62.14\|-1.26\|63.00\|64.00\|61.85\|15188;2026-08-14\|62.01\|-0.21\|62.10\|63.89\|61.19\|14180;2026-08-17\|64.61\|4.19\|62.15\|64.76\|61.02\|26545;2026-08-18\|68.64\|6.24\|64.71\|69.30\|64.50\|27337;2026-08-19\|67.87\|-1.12\|68.88\|70.18\|67.00\|43046;2026-08-20\|70.50\|3.88\|68.93\|72.20\|67.51\|31829;2026-08-21\|68.57\|-2.74\|70.00\|71.00\|68.02\|27912;2026-08-24\|67.57\|-1.46\|69.11\|69.11\|66.57\|15900;2026-08-25\|69.19\|2.40\|66.81\|69.60\|66.72\|23730;2026-08-26\|67.66\|-2.21\|68.60\|69.17\|66.83\|15764;2026-08-27\|69.30\|2.42\|67.90\|69.50\|66.51\|17081;2026-08-28\|70.86\|2.25\|69.24\|71.47\|67.90\|18872;2026-08-31\|72.44\|2.23\|71.51\|72.50\|69.45\|18843;2026-09-01\|73.48\|1.44\|72.10\|75.39\|70.53\|32569;2026-09-02\|72.80\|-0.93\|73.26\|73.79\|72.01\|12549;2026-09-03\|72.34\|-0.63\|72.71\|75.00\|70.62\|18989;2026-09-04\|70.48\|-2.57\|72.59\|73.89\|65.90\|26570;2026-09-07\|71.00\|0.74\|70.14\|71.89\|68.24\|21604;2026-09-08\|69.03\|-2.77\|70.52\|72.67\|68.51\|29294;2026-09-09\|67.79\|-1.80\|69.30\|69.76\|66.89\|14634;2026-09-10\|67.60\|-0.28\|68.99\|69.67\|66.65\|19450;2026-09-11\|67.16\|-0.65\|66.45\|68.28\|66.45\|19703
121109		机器人+氢能源+汽车零部件+一季报增长行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年7月1日互动易，公司主营产品包括气缸套、活塞等动力活塞组件、制动鼓/盘、电控执行器等，目前生产经营状况良好，在手订单充足。 2、据2025年12月20日公告，公司控股子公司上海电子科技与宁波普智未来机器人签署战略合作框架协议，成为其关节模组核心供应商，目前部分机器人零部件产品已完成研发试制，正持续推进产品验证。 3、据2026年5月28日互动易，公司在氢能领域已完成氢燃料电池系统及空压机、双极板等关键核心零部件的产业化布局，相关产品已实现批量生产和销售。 4、据2026年4月30日投资者关系管理信息，2026年第一季度公司实现营业收入11.92亿元，同比增长25.40%；归母净利润1.98亿元，同比增长78.66%。	公司气缸套产销量稳步增长，稳居全球龙头，同时制动鼓、电控执行器等新产品产销显著提升	2026-05-07\|16.14\|3.13\|15.67\|16.25\|15.55\|293103;2026-05-08\|16.30\|0.99\|16.00\|16.35\|15.61\|345448;2026-05-11\|16.26\|-0.25\|16.28\|16.36\|15.91\|292038;2026-05-12\|15.64\|-3.81\|16.16\|16.27\|15.46\|264736;2026-05-13\|16.03\|2.49\|15.59\|16.16\|15.40\|298139;2026-05-14\|14.90\|-7.05\|16.00\|16.07\|14.87\|321057;2026-05-15\|15.11\|1.41\|14.95\|15.38\|14.48\|280792;2026-05-18\|14.73\|-2.51\|14.92\|14.95\|14.39\|232371;2026-05-19\|14.58\|-1.02\|14.62\|14.65\|14.07\|207128;2026-05-20\|14.30\|-1.92\|14.56\|14.56\|14.09\|149624;2026-05-21\|13.90\|-2.80\|14.40\|14.54\|13.84\|172759;2026-05-22\|14.13\|1.65\|13.93\|14.28\|13.76\|165891;2026-05-25\|14.65\|3.68\|14.13\|14.75\|13.96\|236318;2026-05-26\|14.01\|-4.37\|14.70\|14.70\|13.80\|220225;2026-05-27\|13.76\|-1.78\|13.95\|14.11\|13.65\|234375;2026-05-28\|13.80\|0.29\|13.77\|13.92\|13.34\|155671;2026-05-29\|13.40\|-2.90\|13.82\|14.03\|13.33\|151116;2026-06-01\|13.54\|1.04\|13.38\|13.96\|13.31\|133176;2026-06-02\|13.50\|-0.30\|13.56\|13.67\|13.13\|137426;2026-06-03\|12.98\|-3.85\|13.46\|13.65\|12.79\|204027;2026-06-04\|12.99\|0.08\|12.93\|13.02\|12.60\|181044;2026-06-05\|13.08\|0.69\|13.00\|13.21\|12.65\|138228;2026-06-08\|12.51\|-4.36\|12.78\|12.98\|12.36\|112930;2026-06-09\|12.61\|0.80\|12.65\|12.79\|12.42\|107368;2026-06-10\|12.17\|-3.49\|12.50\|12.63\|11.93\|187213;2026-06-11\|11.94\|-1.89\|12.17\|12.22\|11.86\|115065;2026-06-12\|12.57\|5.28\|12.23\|12.88\|12.18\|247388;2026-06-15\|13.39\|6.52\|12.88\|13.44\|12.88\|219928;2026-06-16\|13.20\|-1.42\|13.39\|13.41\|13.10\|108686;2026-06-17\|13.16\|-0.30\|13.11\|13.37\|12.99\|110774;2026-06-18\|13.25\|2.24\|13.05\|13.46\|13.00\|159294;2026-06-22\|12.88\|-2.79\|13.14\|13.30\|12.50\|165133;2026-06-23\|13.41\|4.11\|12.78\|13.78\|12.78\|231270;2026-06-24\|13.20\|-1.57\|13.23\|13.47\|13.07\|127914;2026-06-25\|12.76\|-3.33\|13.21\|13.29\|12.60\|212917;2026-06-26\|12.30\|-3.60\|12.74\|12.99\|12.23\|172965;2026-06-29\|12.09\|-1.71\|12.29\|12.34\|11.76\|179013;2026-06-30\|12.30\|1.74\|12.08\|12.48\|11.87\|129982;2026-07-01\|11.85\|-3.66\|12.25\|12.34\|11.82\|173018;2026-07-02\|11.58\|-2.28\|11.78\|12.03\|11.54\|155574;2026-07-03\|12.31\|6.30\|11.66\|12.74\|11.62\|339700;2026-07-06\|12.67\|2.92\|12.28\|12.97\|12.25\|257878;2026-07-07\|12.28\|-3.08\|12.60\|12.75\|12.24\|144650;2026-07-08\|11.79\|-3.99\|12.23\|12.27\|11.61\|161542;2026-07-09\|11.64\|-1.27\|11.79\|11.92\|11.39\|139843;2026-07-10\|11.32\|-2.75\|11.65\|11.72\|11.32\|173507;2026-07-13\|10.85\|-4.15\|11.29\|11.42\|10.82\|181168;2026-07-14\|11.25\|3.69\|10.77\|11.25\|10.50\|207988;2026-07-15\|11.15\|-0.89\|11.48\|12.05\|11.10\|226520;2026-07-16\|10.83\|-2.87\|11.20\|11.35\|10.71\|162000;2026-07-17\|10.00\|-7.66\|10.87\|10.93\|9.88\|217801;2026-07-20\|9.84\|-1.60\|10.18\|10.42\|9.64\|324374;2026-07-21\|10.82\|9.96\|9.90\|10.82\|9.63\|374013;2026-07-22\|10.53\|-2.68\|10.76\|10.93\|10.46\|269346;2026-07-23\|11.18\|6.17\|10.57\|11.23\|10.50\|234046;2026-07-24\|10.85\|-2.95\|11.17\|11.17\|10.77\|130832;2026-07-27\|11.94\|10.05\|11.62\|11.94\|11.41\|167819;2026-07-28\|12.16\|1.84\|12.11\|12.68\|12.00\|633353;2026-07-29\|12.21\|0.41\|12.33\|12.50\|12.06\|316572;2026-07-30\|11.71\|-4.09\|12.04\|12.19\|11.57\|239868;2026-07-31\|11.71\|0.00\|11.95\|12.18\|11.66\|284524;2026-08-03\|11.80\|0.77\|11.77\|12.05\|11.68\|201976;2026-08-04\|11.83\|0.25\|11.78\|11.88\|11.42\|224323;2026-08-05\|12.22\|3.30\|11.85\|12.33\|11.83\|294859;2026-08-06\|12.25\|0.25\|12.12\|12.30\|12.03\|190267;2026-08-07\|12.15\|-0.82\|12.22\|12.47\|11.99\|192919;2026-08-10\|12.29\|1.15\|12.18\|12.34\|12.08\|176510;2026-08-11\|12.21\|-0.65\|12.31\|12.45\|12.16\|171842;2026-08-12\|12.06\|-1.23\|12.18\|12.22\|12.04\|127293;2026-08-13\|12.12\|0.50\|12.15\|12.47\|11.92\|262474;2026-08-14\|12.39\|2.23\|12.17\|12.53\|12.10\|228637;2026-08-17\|13.63\|10.01\|12.60\|13.63\|12.58\|389554;2026-08-18\|13.83\|1.47\|13.63\|14.05\|13.58\|543052;2026-08-19\|12.68\|-8.32\|13.77\|13.77\|12.57\|397424;2026-08-20\|12.36\|-2.52\|12.87\|12.95\|12.32\|207064;2026-08-21\|12.76\|3.24\|12.42\|12.80\|12.11\|245860;2026-08-24\|12.37\|-3.06\|12.74\|12.75\|12.14\|184620;2026-08-25\|12.59\|1.78\|12.22\|12.69\|12.06\|164807;2026-08-26\|12.53\|-0.48\|12.65\|12.69\|12.26\|148657;2026-08-27\|12.16\|-2.95\|12.16\|12.35\|11.68\|406973;2026-08-28\|12.18\|0.16\|12.19\|12.48\|12.09\|184706;2026-08-31\|12.18\|0.00\|11.91\|12.26\|11.80\|165501;2026-09-01\|12.02\|-1.31\|12.16\|12.30\|12.01\|126446;2026-09-02\|11.70\|-2.66\|11.87\|11.99\|11.61\|173742;2026-09-03\|11.83\|1.11\|11.75\|11.93\|11.63\|117454;2026-09-04\|11.66\|-1.44\|11.95\|12.25\|11.60\|164261;2026-09-07\|11.96\|2.57\|11.68\|12.07\|11.68\|148659;2026-09-08\|11.66\|-2.51\|11.96\|11.96\|11.61\|156824;2026-09-09\|12.10\|3.77\|12.10\|12.45\|11.78\|333008;2026-09-10\|12.01\|-0.74\|12.25\|12.39\|11.84\|240872;2026-09-11\|11.50\|-4.25\|11.92\|11.96\|11.41\|180960
121108		AI教育+个性化教育+回购 1、据2026年5月15日业绩说明会，公司积极探索人工智能等新技术在备课辅助、学情诊断、个性化学习路径规划等场景中的应用，以提升教师的服务能力和单位产出效率。 2、据2025年年报，公司是国内个性化教育的开创者，拥有完备的智能化教学服务系统，通过线上+线下模式，提供以学生为中心的个性化教育服务，学习中心网络覆盖全国主要城市。 3、据2026年7月14日公告，公司近日取得工商银行厦门分行出具的股票回购专项贷款承诺函，贷款金额不超过7000万元，期限3年。此前公司于6月16日审议通过回购方案，拟以5000万至10000万元回购股份，且已于6月18日完成首次回购。	国内最大的K12课外辅导服务提供商之一	2026-05-07\|35.22\|-0.51\|35.40\|35.84\|35.18\|23674;2026-05-08\|35.54\|0.91\|35.29\|36.26\|35.20\|29856;2026-05-11\|35.61\|0.20\|35.69\|35.79\|34.81\|27092;2026-05-12\|34.65\|-2.70\|35.60\|35.60\|34.50\|21327;2026-05-13\|35.35\|2.02\|34.74\|35.97\|34.68\|30080;2026-05-14\|34.38\|-2.74\|35.37\|35.37\|34.17\|22017;2026-05-15\|34.09\|-0.84\|34.41\|34.54\|33.88\|16270;2026-05-18\|33.64\|-1.32\|34.07\|34.15\|32.90\|20763;2026-05-19\|33.70\|0.18\|33.64\|34.07\|33.29\|14354;2026-05-20\|32.50\|-3.56\|33.59\|33.61\|32.20\|17767;2026-05-21\|31.40\|-3.38\|32.57\|32.93\|31.35\|21746;2026-05-22\|31.40\|0.00\|31.40\|31.62\|30.83\|14545;2026-05-25\|31.31\|-0.29\|31.68\|31.85\|31.00\|14602;2026-05-26\|32.26\|3.03\|31.19\|32.39\|30.92\|25530;2026-05-27\|31.76\|-1.55\|32.26\|32.66\|31.52\|18112;2026-05-28\|30.63\|-3.56\|31.86\|31.86\|30.11\|24041;2026-05-29\|29.03\|-5.22\|30.54\|30.64\|28.50\|41811;2026-06-01\|29.64\|2.10\|28.80\|29.88\|28.67\|23355;2026-06-02\|28.89\|-2.53\|29.80\|29.93\|28.88\|20908;2026-06-03\|27.71\|-4.08\|28.91\|28.91\|27.50\|28197;2026-06-04\|27.03\|-2.45\|27.68\|27.68\|26.81\|21866;2026-06-05\|27.31\|1.04\|27.05\|27.58\|26.94\|18689;2026-06-08\|26.01\|-4.76\|27.02\|27.12\|25.60\|28257;2026-06-09\|26.19\|0.69\|26.15\|26.39\|25.76\|22038;2026-06-10\|26.69\|1.91\|26.18\|26.70\|25.78\|22712;2026-06-11\|25.84\|-3.18\|26.49\|26.52\|25.34\|20677;2026-06-12\|26.14\|1.16\|26.09\|26.38\|25.77\|21657;2026-06-15\|27.15\|3.86\|26.40\|27.35\|26.10\|30107;2026-06-16\|27.09\|-0.22\|27.17\|28.06\|26.98\|38833;2026-06-17\|27.40\|1.14\|28.02\|28.10\|27.05\|44539;2026-06-18\|26.87\|-1.93\|27.05\|27.65\|26.31\|40196;2026-06-22\|26.85\|-0.07\|26.87\|26.88\|25.85\|24478;2026-06-23\|27.04\|0.71\|26.70\|27.39\|26.59\|26962;2026-06-24\|26.06\|-3.62\|27.10\|27.48\|25.72\|27481;2026-06-25\|25.40\|-2.53\|25.90\|25.99\|25.31\|21493;2026-06-26\|24.60\|-3.15\|25.30\|25.55\|24.45\|27607;2026-06-29\|25.65\|4.27\|24.45\|26.58\|23.80\|44381;2026-06-30\|25.38\|-1.05\|26.11\|26.28\|24.88\|30974;2026-07-01\|27.29\|7.53\|25.39\|27.70\|25.05\|48007;2026-07-02\|27.42\|0.48\|27.00\|27.70\|26.88\|38746;2026-07-03\|27.46\|0.15\|27.52\|27.98\|27.19\|23755;2026-07-06\|27.98\|1.89\|27.88\|28.90\|27.72\|32131;2026-07-07\|27.20\|-2.79\|27.72\|28.13\|27.20\|22762;2026-07-08\|26.70\|-1.84\|27.19\|27.39\|26.62\|17972;2026-07-09\|25.91\|-2.96\|26.70\|26.75\|25.74\|22854;2026-07-10\|28.06\|8.30\|26.13\|28.50\|25.83\|51663;2026-07-13\|27.43\|-2.25\|28.49\|28.49\|27.38\|40603;2026-07-14\|27.43\|0.00\|27.51\|27.82\|26.72\|29826;2026-07-15\|27.65\|0.80\|27.39\|28.06\|26.96\|26102;2026-07-16\|27.50\|-0.54\|27.35\|27.95\|27.28\|25214;2026-07-17\|26.50\|-3.64\|27.45\|27.97\|26.13\|27494;2026-07-20\|28.16\|6.26\|26.21\|28.53\|25.90\|79187;2026-07-21\|30.98\|10.01\|28.00\|30.98\|27.82\|79639;2026-07-22\|33.00\|6.52\|31.84\|33.40\|30.54\|113265;2026-07-23\|33.05\|0.15\|32.49\|33.64\|32.08\|64794;2026-07-24\|32.48\|-1.72\|32.60\|33.50\|32.18\|45374;2026-07-27\|32.73\|0.77\|32.43\|32.95\|31.90\|40181;2026-07-28\|33.02\|0.89\|32.73\|33.58\|32.39\|45298;2026-07-29\|33.03\|0.03\|33.33\|33.98\|33.00\|65011;2026-07-30\|36.33\|9.99\|33.51\|36.33\|33.40\|62313;2026-07-31\|35.55\|-2.15\|34.10\|36.19\|34.10\|102265;2026-08-03\|35.71\|0.45\|35.55\|37.33\|35.29\|88632;2026-08-04\|35.10\|-1.71\|35.75\|35.80\|34.37\|73235;2026-08-05\|35.50\|1.14\|34.68\|35.83\|34.60\|52944;2026-08-06\|35.61\|0.31\|35.16\|36.17\|34.81\|56104;2026-08-07\|35.30\|-0.87\|35.43\|36.10\|34.49\|46099;2026-08-10\|36.37\|3.03\|35.66\|36.63\|35.23\|49265;2026-08-11\|36.25\|-0.33\|36.30\|36.96\|35.90\|40712;2026-08-12\|36.09\|-0.44\|36.31\|36.89\|35.86\|32452;2026-08-13\|34.22\|-5.18\|35.90\|36.20\|34.19\|49033;2026-08-14\|33.04\|-3.45\|34.28\|34.28\|32.89\|42834;2026-08-17\|32.31\|-2.21\|33.03\|33.03\|30.35\|74241;2026-08-18\|35.54\|10.00\|35.54\|35.54\|35.54\|32027;2026-08-19\|39.09\|9.99\|37.31\|39.09\|36.26\|93475;2026-08-20\|37.55\|-3.94\|37.82\|38.90\|35.54\|186463;2026-08-21\|35.60\|-5.19\|37.49\|37.50\|35.45\|96583;2026-08-24\|34.58\|-2.87\|35.33\|36.20\|34.30\|66689;2026-08-25\|36.28\|4.92\|34.58\|37.30\|33.71\|75163;2026-08-26\|35.70\|-1.60\|36.16\|36.88\|35.60\|46934;2026-08-27\|35.16\|-1.51\|35.70\|35.84\|34.90\|35525;2026-08-28\|35.22\|0.17\|35.30\|36.14\|34.61\|41279;2026-08-31\|36.22\|2.84\|35.15\|36.44\|34.71\|58401;2026-09-01\|38.10\|5.19\|36.09\|38.78\|36.04\|68535;2026-09-02\|37.41\|-1.81\|37.88\|38.46\|36.77\|44618;2026-09-03\|36.36\|-2.81\|38.04\|38.04\|36.26\|33972;2026-09-04\|37.14\|2.15\|36.36\|37.84\|36.18\|33098;2026-09-07\|37.35\|0.57\|37.20\|37.87\|36.80\|39741;2026-09-08\|38.40\|2.81\|37.71\|38.65\|36.74\|46481;2026-09-09\|37.42\|-2.55\|38.47\|38.62\|37.27\|30035;2026-09-10\|36.42\|-2.67\|37.11\|37.39\|36.40\|21260;2026-09-11\|35.56\|-2.36\|36.19\|36.36\|35.22\|23531
121107		永磁电机+eVTOL+设备更新 1、据2026年5月18日业绩说明会，公司高效稀土永磁电机效率优于IE5标准，2026年将以高压永磁直驱为主要场景扩大销售规模；钢铁、水泥行业纳入全国碳市场后，公司主营的高效节能风机、水泵、永磁电机等作为节能降碳改造核心装备，将迎来重大市场机遇。 2、据2026年4月28日年报，公司已开展“EVTOL低空飞行器高速永磁发电机研发”项目，样机已测试合格，旨在丰富公司产品序列。 3、据2026年7月20日互动易，公司产品主要应用于钢铁、水泥等高耗能行业，属于设备更新相关领域。在国家推进重点行业节能降碳改造的政策背景下，客户节能改造需求有望进一步释放，为公司带来市场机遇。	公司主营业务为高效节能设备的研产销，主营产品为高效节能离心风机、高效节能离心水泵等节能类产品	2026-05-07\|39.76\|2.55\|38.81\|40.00\|38.48\|14797;2026-05-08\|41.10\|3.37\|39.68\|41.50\|39.18\|15507;2026-05-11\|43.00\|4.62\|41.38\|43.50\|40.70\|18187;2026-05-12\|43.03\|0.07\|42.90\|43.43\|41.20\|20742;2026-05-13\|43.00\|-0.07\|43.36\|43.98\|42.40\|22680;2026-05-14\|43.40\|0.93\|42.98\|44.26\|42.50\|19094;2026-05-15\|43.44\|0.09\|43.00\|43.98\|42.71\|18003;2026-05-18\|45.90\|5.66\|43.18\|47.17\|43.04\|27331;2026-05-19\|43.55\|-5.12\|45.28\|46.20\|42.64\|27530;2026-05-20\|42.19\|-3.12\|43.68\|44.86\|42.07\|30524;2026-05-21\|42.67\|1.14\|42.18\|45.28\|41.02\|36828;2026-05-22\|43.90\|2.88\|44.35\|44.44\|41.36\|27522;2026-05-25\|43.97\|0.16\|44.03\|44.64\|42.80\|15123;2026-05-26\|42.27\|-3.87\|43.98\|44.40\|41.75\|14538;2026-05-27\|40.99\|-3.03\|42.28\|42.54\|40.23\|17140;2026-05-28\|42.00\|2.46\|40.61\|42.38\|39.03\|20253;2026-05-29\|41.80\|-0.48\|42.21\|42.55\|39.89\|22119;2026-06-01\|41.61\|-0.45\|42.72\|43.25\|39.84\|21565;2026-06-02\|43.99\|5.72\|41.80\|44.60\|41.01\|27951;2026-06-03\|46.90\|6.62\|44.00\|47.55\|43.01\|28856;2026-06-04\|48.00\|2.35\|47.12\|48.80\|46.08\|20679;2026-06-05\|47.88\|-0.25\|47.80\|48.94\|45.90\|22175;2026-06-08\|45.99\|-3.95\|46.30\|47.99\|45.10\|18852;2026-06-09\|47.43\|3.13\|46.44\|49.88\|46.21\|20624;2026-06-10\|32.72\|-3.42\|34.06\|34.61\|32.12\|27277;2026-06-11\|31.97\|-2.29\|32.73\|33.29\|30.74\|28113;2026-06-12\|31.99\|0.06\|32.53\|33.49\|31.63\|19672;2026-06-15\|33.24\|3.91\|32.50\|33.70\|32.40\|18106;2026-06-16\|33.32\|0.24\|33.13\|33.85\|31.90\|17804;2026-06-17\|32.84\|-1.44\|33.14\|33.77\|32.26\|20387;2026-06-18\|32.22\|-1.89\|32.61\|32.82\|32.00\|15327;2026-06-22\|30.67\|-4.81\|32.02\|32.12\|29.78\|23948;2026-06-23\|30.36\|-1.01\|30.38\|31.02\|30.05\|18963;2026-06-24\|29.64\|-2.37\|29.84\|30.63\|29.03\|14121;2026-06-25\|28.60\|-3.51\|29.57\|29.63\|28.08\|13374;2026-06-26\|28.46\|-0.49\|28.60\|29.79\|28.13\|18335;2026-06-29\|29.73\|4.46\|28.72\|29.90\|27.52\|27543;2026-06-30\|31.51\|5.99\|29.48\|31.71\|29.17\|26720;2026-07-01\|32.07\|1.78\|31.52\|33.05\|31.06\|23481;2026-07-02\|33.90\|5.71\|32.03\|35.15\|31.29\|26402;2026-07-03\|33.25\|-1.92\|33.99\|34.50\|32.90\|20447;2026-07-06\|31.92\|-4.00\|32.92\|33.32\|31.22\|19304;2026-07-07\|30.99\|-2.91\|31.92\|32.11\|30.20\|18612;2026-07-08\|30.70\|-0.94\|31.32\|31.58\|28.51\|20219;2026-07-09\|29.67\|-3.35\|30.19\|30.73\|28.88\|29135;2026-07-10\|28.95\|-2.43\|29.61\|31.60\|28.95\|19593;2026-07-13\|30.06\|3.83\|28.86\|31.00\|27.83\|31185;2026-07-14\|30.10\|0.13\|29.99\|30.56\|28.80\|19537;2026-07-15\|30.66\|1.86\|29.74\|30.92\|29.30\|18483;2026-07-16\|29.40\|-4.11\|30.11\|30.97\|28.65\|29797;2026-07-17\|27.81\|-5.41\|29.59\|30.08\|27.64\|44834;2026-07-20\|29.60\|6.44\|30.19\|33.17\|27.95\|49040;2026-07-21\|35.52\|20.00\|30.25\|35.52\|29.65\|44073;2026-07-22\|38.87\|9.43\|41.25\|41.25\|37.50\|73390;2026-07-23\|35.80\|-7.90\|40.58\|40.90\|34.23\|58811;2026-07-24\|38.68\|8.04\|34.43\|39.50\|34.43\|77905;2026-07-27\|40.18\|3.88\|37.62\|40.50\|37.11\|60104;2026-07-28\|39.40\|-1.94\|38.82\|41.97\|38.11\|46243;2026-07-29\|38.91\|-1.24\|38.51\|39.66\|37.21\|34815;2026-07-30\|36.95\|-5.04\|39.25\|39.50\|34.48\|39105;2026-07-31\|35.48\|-3.98\|36.60\|37.42\|34.01\|38597;2026-08-03\|35.49\|0.03\|36.19\|37.92\|34.63\|25841;2026-08-04\|35.06\|-1.21\|35.39\|36.11\|34.27\|31024;2026-08-05\|35.40\|0.97\|34.27\|36.21\|33.28\|43984;2026-08-06\|37.10\|4.80\|35.28\|37.12\|34.01\|43242;2026-08-07\|36.26\|-2.26\|36.51\|37.20\|35.11\|34501;2026-08-10\|37.88\|4.47\|37.65\|38.50\|34.73\|58575;2026-08-11\|39.10\|3.22\|37.27\|40.40\|36.82\|61098;2026-08-12\|39.33\|0.59\|38.50\|39.49\|37.52\|41133;2026-08-13\|41.38\|5.21\|39.20\|43.00\|39.00\|64921;2026-08-14\|40.30\|-2.61\|41.00\|42.70\|40.00\|47132;2026-08-17\|43.73\|8.51\|40.83\|43.73\|40.79\|76889;2026-08-18\|42.66\|-2.45\|42.81\|44.66\|41.36\|68179;2026-08-19\|40.42\|-5.25\|42.00\|42.00\|38.86\|49129;2026-08-20\|38.45\|-4.87\|40.67\|41.50\|37.50\|38418;2026-08-21\|40.13\|4.37\|38.38\|40.67\|37.40\|31062;2026-08-24\|40.08\|-0.12\|40.17\|40.25\|38.49\|19391;2026-08-25\|40.72\|1.60\|39.60\|41.05\|38.68\|20122;2026-08-26\|39.27\|-3.56\|40.95\|41.22\|39.03\|18225;2026-08-27\|40.48\|3.08\|39.32\|40.63\|39.06\|26894;2026-08-28\|39.07\|-3.48\|40.65\|43.77\|38.21\|60363;2026-08-31\|38.78\|-0.74\|38.00\|39.20\|36.81\|28778;2026-09-01\|38.50\|-0.72\|39.00\|40.21\|37.77\|28470;2026-09-02\|38.39\|-0.29\|38.05\|38.93\|37.40\|20220;2026-09-03\|38.39\|0.00\|38.23\|38.75\|37.55\|20627;2026-09-04\|36.59\|-4.69\|38.50\|38.65\|36.21\|22125;2026-09-07\|37.33\|2.02\|36.59\|37.67\|36.59\|16082;2026-09-08\|36.90\|-1.15\|37.50\|37.92\|36.50\|11953;2026-09-09\|37.00\|0.27\|36.86\|37.16\|36.09\|13678;2026-09-10\|36.06\|-2.54\|36.88\|37.00\|35.77\|16420;2026-09-11\|35.77\|-0.80\|36.33\|36.36\|34.47\|15609
121106		实控人此前变更+AI应用+新能源汽车过滤 1、据2026年6月13日公告，公司控股股东变更为金丹良，实际控制人变更为金丹良，过户日期为2026年6月11日，转让价格为20.79元/股。 2、据2026年7月16日报道，公司新设全资子公司上海金数科科技有限公司，经营范围包含人工智能理论与算法软件开发、人工智能应用软件开发等。 3、据2025年年度报告，公司加大清洁家电领域布局力度，并持续推进新能源汽车空气过滤器业务，新能源汽车无需安装燃油发动机，为大尺寸空气过滤器的应用提供了充足空间。	公司控股股东拟变更为游戏大佬金丹良	2026-05-07\|21.00\|5.00\|20.00\|21.36\|19.90\|99782;2026-05-08\|23.10\|10.00\|20.91\|23.10\|20.69\|154324;2026-05-18\|25.41\|10.00\|24.53\|25.41\|22.85\|227008;2026-05-19\|27.95\|10.00\|25.98\|27.95\|25.98\|383247;2026-05-20\|28.61\|2.36\|26.79\|29.32\|25.51\|337500;2026-05-21\|31.20\|9.05\|28.14\|31.47\|28.00\|332819;2026-05-22\|31.46\|0.83\|29.99\|32.99\|29.99\|312184;2026-05-25\|28.74\|-8.65\|31.26\|31.34\|28.31\|254583;2026-05-26\|29.23\|1.70\|28.88\|30.50\|28.01\|169743;2026-05-27\|30.21\|3.35\|28.90\|31.61\|28.26\|172932;2026-05-28\|30.50\|0.96\|30.30\|30.98\|29.29\|113218;2026-05-29\|30.16\|-1.11\|30.29\|32.18\|29.60\|153017;2026-06-01\|31.00\|2.79\|29.77\|32.49\|29.60\|165003;2026-06-02\|34.10\|10.00\|30.82\|34.10\|29.40\|209368;2026-06-03\|37.51\|10.00\|35.40\|37.51\|33.33\|211575;2026-06-04\|38.53\|2.72\|37.51\|39.30\|36.50\|204441;2026-06-05\|40.92\|6.20\|38.14\|41.19\|37.14\|197259;2026-06-08\|36.83\|-10.00\|38.90\|39.20\|36.83\|147806;2026-06-09\|38.51\|4.56\|37.50\|39.50\|35.51\|215205;2026-06-10\|38.53\|0.05\|37.40\|40.26\|36.88\|147335;2026-06-11\|38.93\|1.04\|37.48\|40.00\|37.37\|144042;2026-06-12\|38.51\|-1.08\|39.17\|41.19\|37.25\|194320;2026-06-15\|39.07\|1.45\|38.05\|39.89\|35.63\|184389;2026-06-16\|40.80\|4.43\|39.50\|42.90\|38.40\|177902;2026-06-17\|40.39\|-1.00\|40.76\|41.82\|39.52\|186130;2026-06-18\|37.03\|-8.32\|39.99\|40.98\|36.35\|241281;2026-06-22\|38.68\|4.46\|37.03\|39.33\|36.41\|159540;2026-06-23\|36.64\|-5.27\|38.30\|39.18\|36.50\|122292;2026-06-24\|33.98\|-7.26\|36.49\|36.49\|33.63\|186249;2026-06-25\|34.60\|1.82\|34.50\|36.88\|34.12\|150228;2026-06-26\|33.54\|-3.06\|34.15\|35.34\|32.70\|106433;2026-06-29\|33.93\|1.16\|33.20\|34.40\|31.69\|119307;2026-06-30\|36.65\|8.02\|33.93\|37.11\|32.87\|120905;2026-07-01\|35.73\|-2.51\|36.65\|37.67\|35.04\|110863;2026-07-02\|33.18\|-7.14\|34.60\|35.10\|33.00\|95355;2026-07-03\|33.00\|-0.54\|32.44\|34.32\|32.44\|58005;2026-07-06\|31.19\|-5.48\|33.51\|33.69\|31.13\|76040;2026-07-07\|30.51\|-2.18\|31.19\|31.60\|30.36\|58590;2026-07-08\|29.24\|-4.16\|30.39\|30.70\|29.16\|61209;2026-07-09\|29.74\|1.71\|29.24\|30.10\|28.43\|54577;2026-07-10\|30.71\|3.26\|30.33\|32.50\|29.67\|77710;2026-07-13\|28.28\|-7.91\|30.00\|31.33\|28.03\|73989;2026-07-14\|28.25\|-0.11\|28.00\|28.55\|27.10\|50438;2026-07-15\|28.29\|0.14\|28.25\|29.05\|27.64\|50455;2026-07-16\|27.00\|-4.56\|28.16\|28.17\|26.74\|61036;2026-07-17\|24.75\|-8.33\|27.04\|27.49\|24.40\|75479;2026-07-20\|22.46\|-9.25\|25.56\|25.58\|22.28\|85325;2026-07-21\|24.71\|10.02\|23.00\|24.71\|20.38\|94681;2026-07-22\|24.02\|-2.79\|25.70\|26.30\|23.72\|78454;2026-07-23\|25.70\|6.99\|24.35\|26.42\|24.02\|103027;2026-07-24\|25.71\|0.04\|26.08\|27.20\|24.80\|82843;2026-07-27\|25.92\|0.82\|25.16\|26.17\|25.16\|57533;2026-07-28\|24.91\|-3.45\|25.80\|26.50\|24.61\|49852;2026-07-29\|25.08\|0.68\|24.63\|25.44\|24.16\|46424;2026-07-30\|24.31\|-3.07\|25.03\|25.85\|23.52\|55804;2026-07-31\|25.46\|4.73\|25.27\|26.38\|24.79\|63376;2026-08-03\|25.62\|0.63\|25.59\|25.70\|24.53\|47159;2026-08-04\|27.25\|6.36\|26.00\|27.44\|25.62\|57173;2026-08-05\|28.16\|3.34\|27.37\|28.88\|26.86\|62529;2026-08-06\|29.22\|3.76\|28.00\|29.22\|27.62\|50647;2026-08-07\|29.55\|1.13\|29.76\|30.25\|28.39\|51094;2026-08-10\|29.99\|1.49\|30.00\|30.20\|28.50\|44428;2026-08-11\|28.64\|-4.50\|29.78\|29.91\|28.55\|50950;2026-08-12\|29.75\|3.88\|28.50\|30.20\|28.35\|41797;2026-08-13\|29.80\|0.17\|30.00\|31.24\|29.64\|44451;2026-08-14\|30.08\|0.94\|29.80\|30.13\|29.32\|36025;2026-08-17\|31.14\|3.52\|30.09\|31.26\|29.65\|32731;2026-08-18\|31.12\|-0.06\|31.27\|31.82\|30.49\|24995;2026-08-19\|29.00\|-6.81\|30.57\|30.66\|28.15\|75692;2026-08-20\|29.00\|0.00\|29.21\|29.87\|28.50\|32615;2026-08-21\|28.98\|-0.07\|28.72\|29.49\|28.29\|30305;2026-08-24\|28.33\|-2.24\|29.49\|29.49\|27.50\|44402;2026-08-25\|28.00\|-1.16\|27.81\|28.28\|27.33\|27253;2026-08-26\|27.80\|-0.71\|27.90\|28.23\|27.50\|22494;2026-08-27\|27.75\|-0.18\|27.65\|28.12\|27.14\|30656;2026-08-28\|27.51\|-0.86\|27.75\|28.25\|27.30\|19978;2026-08-31\|27.92\|1.49\|27.43\|28.39\|27.02\|35662;2026-09-01\|26.90\|-3.65\|27.89\|27.99\|26.58\|34198;2026-09-02\|26.60\|-1.12\|26.10\|27.19\|26.10\|24268;2026-09-03\|27.00\|1.50\|26.67\|27.42\|26.60\|26009;2026-09-04\|26.70\|-1.11\|27.00\|27.35\|26.41\|21555;2026-09-07\|29.37\|10.00\|26.92\|29.37\|26.50\|46968;2026-09-08\|27.32\|-6.98\|29.36\|29.36\|26.55\|192651;2026-09-09\|27.48\|0.59\|27.05\|27.99\|25.30\|167403;2026-09-10\|25.50\|-7.21\|27.48\|27.58\|25.34\|131523;2026-09-11\|25.30\|-0.78\|24.97\|25.88\|24.40\|101653
121105		中报预增+BBU电源+人形机器人+印尼建厂 1、据2026年7月14日公告，公司预计2026年上半年净利润4.7亿元至5.5亿元，同比增长41.09%至65.11%，主要系锂电池业务持续推进高端化战略，优化产品结构，高附加值产品销量占比提升带动业绩快速增长。 2、据2026年7月10日公告，公司拟投资2.9亿美元在印度尼西亚新建5GWh圆柱锂电池制造项目，建成后将大幅增强海外客户产品供应保障能力。 3、据2026年4月28日投资者关系活动记录表，公司BBU电源备电应用场景布局超3年，目前已开始放量出货；子公司天鹏电源是宇树科技重要供应商，合作可追溯至2020年。	1、公司上半年净利润同比预增41.09%—65.11%，报告期内，公司各项业务均保持良好的运营态势，尤其是锂电池业务，公司持续推进高端化战略，加大高端化的产品开发、场景及客户拓展。通过产品结构的不断优化，稳步提高高附加值产品销量占比，带动业绩同比快速增长； 2、全资子公司天鹏电源是国内高端工具类锂电池主要供应商，是宇树科技的重要供应商	2026-05-07\|22.61\|-0.53\|22.90\|22.95\|22.33\|916047;2026-05-08\|22.03\|-2.57\|22.58\|23.15\|21.89\|730257;2026-05-11\|22.78\|3.40\|22.49\|23.55\|22.48\|874972;2026-05-12\|22.81\|0.13\|22.99\|23.16\|22.55\|497419;2026-05-13\|24.49\|7.37\|22.56\|24.61\|22.28\|1083394;2026-05-14\|26.68\|8.94\|25.86\|26.94\|25.50\|1659286;2026-05-15\|25.91\|-2.89\|27.06\|27.39\|25.59\|1491601;2026-05-18\|27.93\|7.80\|25.73\|28.50\|25.50\|1317535;2026-05-19\|27.37\|-2.00\|28.35\|28.37\|26.70\|910796;2026-05-20\|26.88\|-1.79\|27.30\|27.94\|26.50\|737122;2026-05-21\|18.55\|2.54\|18.37\|19.90\|18.37\|1810742;2026-05-22\|20.41\|10.03\|18.57\|20.41\|18.09\|1676090;2026-05-25\|20.32\|-0.44\|20.99\|21.00\|18.89\|2143611;2026-05-26\|22.35\|9.99\|21.37\|22.35\|21.00\|2625800;2026-05-27\|22.78\|1.92\|22.00\|23.21\|22.00\|2219780;2026-05-28\|21.52\|-5.53\|22.68\|23.21\|21.20\|1757226;2026-05-29\|20.68\|-3.90\|21.52\|22.22\|20.51\|1615741;2026-06-01\|20.28\|-1.93\|21.09\|21.89\|20.23\|1205249;2026-06-02\|20.57\|1.43\|20.21\|20.67\|19.50\|1309005;2026-06-03\|19.93\|-3.11\|20.79\|21.26\|19.77\|1104321;2026-06-04\|20.85\|4.62\|19.79\|21.48\|19.59\|1457092;2026-06-05\|20.56\|-1.39\|20.77\|21.35\|20.24\|1084344;2026-06-08\|19.90\|-3.21\|19.90\|20.56\|19.65\|880959;2026-06-09\|21.59\|8.49\|20.50\|21.74\|20.01\|1379813;2026-06-10\|20.97\|-2.87\|21.47\|21.64\|20.45\|1137309;2026-06-11\|19.85\|-5.34\|20.60\|20.94\|19.71\|1126254;2026-06-12\|19.26\|-2.97\|20.11\|20.58\|19.02\|1480946;2026-06-15\|20.06\|4.15\|19.46\|20.60\|19.29\|1103273;2026-06-16\|20.98\|4.59\|20.35\|21.10\|19.82\|1190221;2026-06-17\|20.67\|-1.48\|20.74\|21.29\|20.34\|899258;2026-06-18\|20.40\|-1.31\|20.61\|21.10\|19.51\|1469998;2026-06-22\|22.16\|8.63\|20.50\|22.28\|20.33\|1801137;2026-06-23\|21.90\|-1.17\|21.81\|22.62\|21.40\|1547917;2026-06-24\|21.53\|-1.69\|21.74\|22.06\|20.00\|1458471;2026-06-25\|21.13\|-1.86\|21.45\|23.00\|20.36\|1799171;2026-06-26\|19.20\|-9.13\|20.70\|20.88\|19.11\|1438016;2026-06-29\|18.46\|-3.85\|19.20\|19.25\|18.00\|1093024;2026-06-30\|18.71\|1.35\|18.37\|19.00\|18.18\|864991;2026-07-01\|19.02\|1.66\|18.70\|19.73\|18.21\|960419;2026-07-02\|19.35\|1.74\|18.77\|20.80\|18.38\|1592760;2026-07-03\|20.34\|5.12\|19.46\|21.24\|19.33\|1590693;2026-07-06\|22.37\|9.98\|21.94\|22.37\|21.63\|1365176;2026-07-07\|20.79\|-7.06\|22.42\|22.52\|20.58\|1890600;2026-07-08\|19.89\|-4.33\|21.00\|21.80\|19.69\|1199030;2026-07-09\|20.52\|3.17\|20.11\|20.80\|19.10\|1202646;2026-07-10\|19.14\|-6.73\|20.21\|20.94\|19.11\|1243384;2026-07-13\|18.99\|-0.78\|19.15\|20.50\|18.88\|1530152;2026-07-14\|20.89\|10.01\|19.10\|20.89\|18.90\|1703245;2026-07-15\|20.54\|-1.68\|20.92\|21.45\|20.49\|1397955;2026-07-16\|18.49\|-9.98\|20.36\|20.48\|18.49\|1418070;2026-07-17\|16.64\|-10.01\|18.10\|18.48\|16.64\|1287042;2026-07-20\|15.66\|-5.89\|16.49\|16.96\|15.23\|1090450;2026-07-21\|17.23\|10.03\|15.67\|17.23\|15.67\|1008304;2026-07-22\|16.90\|-1.92\|17.00\|17.90\|16.88\|1079445;2026-07-23\|17.02\|0.71\|16.94\|17.25\|16.50\|744059;2026-07-24\|16.30\|-4.23\|16.58\|17.00\|16.15\|515912;2026-07-27\|17.03\|4.48\|16.45\|17.05\|15.84\|770811;2026-07-28\|16.06\|-5.70\|16.62\|16.94\|15.94\|598783;2026-07-29\|16.05\|-0.06\|15.90\|16.22\|15.14\|875885;2026-07-30\|15.12\|-5.79\|15.81\|16.04\|14.68\|854704;2026-07-31\|15.88\|5.03\|15.77\|16.47\|15.77\|940097;2026-08-03\|15.78\|-0.63\|15.90\|15.98\|15.51\|559249;2026-08-04\|16.37\|3.74\|15.90\|16.75\|15.83\|791044;2026-08-05\|16.79\|2.57\|16.21\|16.99\|16.15\|750872;2026-08-06\|16.99\|1.19\|16.70\|17.32\|16.46\|757462;2026-08-07\|17.65\|3.88\|17.06\|18.03\|16.81\|1064098;2026-08-10\|17.19\|-2.61\|17.84\|18.26\|16.88\|996250;2026-08-11\|17.74\|3.20\|17.03\|18.28\|16.92\|1029621;2026-08-12\|18.48\|4.17\|17.72\|18.72\|17.65\|1054293;2026-08-13\|18.51\|0.16\|18.48\|18.93\|18.31\|738090;2026-08-14\|18.86\|1.89\|18.40\|18.98\|18.36\|654909;2026-08-17\|19.45\|3.13\|18.86\|19.56\|18.63\|829112;2026-08-18\|19.16\|-1.49\|19.57\|20.25\|18.97\|866546;2026-08-19\|18.28\|-4.59\|18.88\|19.35\|18.15\|971217;2026-08-20\|18.00\|-1.53\|18.61\|18.69\|17.83\|635727;2026-08-21\|18.30\|1.67\|17.96\|18.55\|17.73\|559525;2026-08-24\|17.95\|-1.91\|18.58\|18.64\|17.75\|569366;2026-08-25\|17.65\|-1.67\|17.95\|17.95\|17.20\|463462;2026-08-26\|17.47\|-1.02\|17.66\|17.82\|17.40\|406586;2026-08-27\|17.85\|2.18\|17.57\|17.97\|17.28\|464832;2026-08-28\|17.67\|-1.01\|17.84\|18.06\|17.64\|357812;2026-08-31\|17.57\|-0.57\|17.40\|17.72\|17.11\|422392;2026-09-01\|17.90\|1.88\|17.61\|18.48\|17.13\|868648;2026-09-02\|17.33\|-3.18\|17.55\|17.58\|17.11\|580267;2026-09-03\|17.26\|-0.40\|17.53\|17.82\|17.03\|379242;2026-09-04\|16.86\|-2.32\|17.43\|17.96\|16.70\|669223;2026-09-07\|18.23\|8.13\|16.86\|18.29\|16.86\|995741;2026-09-08\|18.11\|-0.66\|18.23\|18.30\|17.85\|439976;2026-09-09\|17.80\|-1.71\|18.16\|18.40\|17.70\|377986;2026-09-10\|17.97\|0.96\|17.75\|18.09\|17.43\|343636;2026-09-11\|17.41\|-3.12\|17.88\|17.95\|17.21\|373604
121104		液冷服务器+人形机器人+AIPC 1、据2026年7月10日互动易，公司已完成对Asetek公司的并购。据2026年4月22日年报，Asetek是全球D2C液冷技术开创者之一，拥有十多年数据中心液冷服务经验。 2、据2026年4月22日年报，公司积极探索新兴领域的材料应用，与客户共同开展的人型机器人骨架产品处于研发状态。 3、据2026年7月10日互动易，随着AI快速发展，公司有为联想开发的部分AIPC机型提供结构件产品。 4、据2026年4月22日年报，公司新能源汽车镁合金应用业务营收大幅增长，与小米、蔚来、小鹏、比亚迪等车企的业务关系持续深化。	1、公司是笔记本结构件国内龙头，主要客户包括戴尔； 2、公司完成对丹麦Asetek全部股权要约收购，整合其数据中心液冷技术，冷板与CDU环节价值量各占1/3，计划以“技术+制造”模式切入爆发式增长的液冷市场	2026-05-07\|19.89\|4.96\|19.10\|20.28\|18.75\|429591;2026-05-08\|20.24\|1.76\|19.49\|20.64\|19.24\|491325;2026-05-11\|20.55\|1.53\|21.00\|21.00\|20.02\|460551;2026-05-12\|19.98\|-2.77\|20.30\|20.49\|19.75\|294522;2026-05-13\|21.98\|10.01\|19.78\|21.98\|19.70\|456663;2026-05-14\|20.70\|-5.82\|22.29\|22.51\|20.66\|592914;2026-05-15\|20.06\|-3.09\|20.75\|20.81\|19.90\|396344;2026-05-18\|19.94\|-0.60\|19.52\|20.35\|19.41\|274022;2026-05-19\|20.28\|1.71\|19.77\|20.40\|19.33\|280249;2026-05-20\|19.79\|-2.42\|20.08\|20.18\|19.52\|244068;2026-05-21\|20.88\|5.51\|19.98\|21.77\|19.68\|800285;2026-05-22\|22.97\|10.01\|20.99\|22.97\|20.99\|494959;2026-05-25\|23.84\|3.79\|24.00\|24.73\|23.54\|864962;2026-05-26\|24.27\|1.80\|23.55\|24.46\|23.14\|646809;2026-05-27\|22.45\|-7.50\|23.72\|24.44\|22.01\|627600;2026-05-28\|22.55\|0.45\|21.97\|22.69\|21.75\|487687;2026-05-29\|24.81\|10.02\|23.39\|24.81\|23.18\|416293;2026-06-01\|27.29\|10.00\|27.29\|27.29\|27.29\|43261;2026-06-02\|30.02\|10.00\|30.02\|30.02\|30.02\|38143;2026-06-03\|31.33\|4.36\|31.59\|32.58\|29.23\|1605114;2026-06-04\|29.36\|-6.29\|29.17\|30.50\|28.20\|1302976;2026-06-05\|31.24\|6.40\|28.36\|32.30\|27.68\|1420949;2026-06-08\|28.12\|-9.99\|28.88\|29.40\|28.12\|631532;2026-06-09\|25.43\|-9.57\|27.50\|28.00\|25.31\|1033399;2026-06-10\|23.60\|-7.20\|25.00\|25.43\|23.40\|822398;2026-06-11\|22.80\|-3.39\|22.90\|23.66\|22.40\|625946;2026-06-12\|22.84\|0.18\|22.88\|23.80\|22.60\|632475;2026-06-15\|24.19\|5.91\|23.05\|24.82\|23.05\|599100;2026-06-16\|24.96\|3.18\|24.00\|25.60\|23.80\|542498;2026-06-17\|25.09\|0.52\|24.51\|25.59\|24.50\|476028;2026-06-18\|25.75\|3.46\|24.67\|25.92\|24.42\|622996;2026-06-22\|27.72\|7.65\|26.00\|27.87\|25.50\|699155;2026-06-23\|27.94\|0.79\|28.44\|30.49\|26.74\|807698;2026-06-24\|29.44\|5.37\|26.80\|30.33\|25.68\|789313;2026-06-25\|28.53\|-3.09\|28.66\|29.68\|28.19\|558186;2026-06-26\|27.09\|-5.05\|27.61\|28.53\|26.59\|422287;2026-06-29\|26.27\|-3.03\|26.59\|27.80\|26.00\|383910;2026-06-30\|27.62\|5.14\|25.77\|27.91\|25.30\|406661;2026-07-01\|26.03\|-5.76\|27.79\|27.79\|25.94\|394092;2026-07-02\|24.03\|-7.68\|25.20\|25.75\|23.97\|369209;2026-07-03\|23.44\|-2.46\|24.03\|24.49\|23.21\|320810;2026-07-06\|23.55\|0.47\|23.44\|24.20\|22.85\|292970;2026-07-07\|22.34\|-5.14\|23.30\|23.68\|22.00\|244809;2026-07-08\|21.56\|-3.49\|22.58\|22.63\|21.50\|204028;2026-07-09\|22.92\|6.31\|21.79\|22.95\|20.86\|280097;2026-07-10\|22.92\|0.00\|22.85\|23.74\|22.69\|295357;2026-07-13\|22.36\|-2.44\|22.50\|24.24\|22.26\|293447;2026-07-14\|22.55\|0.85\|22.40\|23.08\|21.21\|257368;2026-07-15\|23.26\|3.15\|22.78\|23.74\|21.90\|362009;2026-07-16\|22.08\|-5.07\|22.55\|23.68\|21.62\|307338;2026-07-17\|19.87\|-10.01\|21.51\|21.65\|19.87\|265106;2026-07-20\|18.17\|-8.56\|20.20\|20.45\|17.88\|327734;2026-07-21\|19.99\|10.02\|18.44\|19.99\|16.42\|333808;2026-07-22\|19.68\|-1.55\|19.80\|20.76\|19.44\|263300;2026-07-23\|19.60\|-0.41\|20.27\|20.58\|19.28\|189394;2026-07-24\|18.89\|-3.62\|19.12\|19.64\|18.73\|130430;2026-07-27\|19.77\|4.66\|18.87\|19.79\|18.50\|152538;2026-07-28\|18.59\|-5.97\|19.25\|19.72\|18.44\|151107;2026-07-29\|18.40\|-1.02\|18.40\|18.71\|17.71\|153302;2026-07-30\|16.86\|-8.37\|18.20\|18.33\|16.76\|209178;2026-07-31\|17.25\|2.31\|17.70\|18.10\|17.25\|202155;2026-08-03\|16.85\|-2.32\|17.25\|17.45\|16.72\|168809;2026-08-04\|17.39\|3.20\|17.17\|17.78\|16.98\|214865;2026-08-05\|18.31\|5.29\|17.22\|18.53\|17.20\|294015;2026-08-06\|18.76\|2.46\|17.95\|18.99\|17.77\|247113;2026-08-07\|19.13\|1.97\|18.70\|19.27\|18.41\|241480;2026-08-10\|18.54\|-3.08\|19.00\|19.28\|18.16\|265846;2026-08-11\|18.35\|-1.02\|18.53\|18.72\|18.10\|175909;2026-08-12\|18.59\|1.31\|18.37\|18.65\|18.16\|161285;2026-08-13\|20.45\|10.01\|18.96\|20.45\|18.90\|390506;2026-08-14\|22.09\|8.02\|20.45\|22.42\|19.60\|935222;2026-08-17\|21.09\|-4.53\|21.00\|21.18\|20.12\|684850;2026-08-18\|20.27\|-3.89\|20.67\|20.80\|20.03\|464456;2026-08-19\|18.29\|-9.77\|19.18\|19.50\|18.24\|495688;2026-08-20\|17.74\|-3.01\|18.24\|18.36\|17.61\|290383;2026-08-21\|18.07\|1.86\|17.65\|18.18\|17.25\|242500;2026-08-24\|18.57\|2.77\|17.90\|18.62\|16.80\|426772;2026-08-25\|18.37\|-1.08\|17.85\|18.63\|17.59\|327426;2026-08-26\|17.49\|-4.79\|17.95\|18.12\|17.35\|378512;2026-08-27\|18.16\|3.83\|17.40\|18.28\|17.28\|396372;2026-08-28\|18.16\|0.00\|18.00\|18.99\|17.99\|412687;2026-08-31\|18.86\|3.85\|17.89\|18.88\|17.70\|490218;2026-09-01\|18.67\|-1.01\|18.92\|18.97\|18.30\|372817;2026-09-02\|19.62\|5.09\|18.49\|19.99\|18.49\|705187;2026-09-03\|19.64\|0.10\|20.10\|20.99\|19.45\|758061;2026-09-04\|19.61\|-0.15\|19.99\|20.32\|19.15\|582500;2026-09-07\|18.87\|-3.77\|19.40\|19.55\|18.30\|493231;2026-09-08\|18.26\|-3.23\|18.53\|18.95\|18.17\|385288;2026-09-09\|18.03\|-1.26\|18.20\|18.38\|17.91\|287734;2026-09-10\|17.93\|-0.55\|17.85\|18.08\|17.66\|221621;2026-09-11\|17.03\|-5.02\|17.68\|17.70\|16.72\|317295
121103		涨停揭秘：菲沃泰凭借相变液冷主板防护镀膜技术实现量产，切入AI服务器核心部件供应链；涨停缘由：公司相变液冷涂层已用于算力服务器主板、光模块及电源部件，具备耐高温、抗腐蚀、高绝缘特性；2026年国内AI服务器液冷渗透率提升带动镀膜需求放量；资金逻辑：4月8日涨停当日主力资金净流入超8000万元，融资融券余额单周增长15.3%，显示产业资金与两融资金同步加仓；风险提示：公司主营业务仍以消费电子防护镀膜为主，液冷镀膜收入占比暂小，技术转化至规模化盈利需观察良率与客户认证进展	公司相变液冷服务器主板涂层产品已量产，并可为算力服务器算力主板、光模块、电源等部件提供镀膜防护，液冷服务器业务正快速放量	2026-05-07\|31.00\|12.32\|28.50\|31.08\|27.11\|146562;2026-05-08\|31.72\|2.32\|30.00\|32.70\|29.60\|130256;2026-05-11\|33.66\|6.12\|32.16\|34.68\|31.09\|147435;2026-05-12\|35.00\|3.98\|34.70\|35.10\|32.60\|182638;2026-05-13\|36.89\|5.40\|34.37\|37.06\|33.30\|178606;2026-05-14\|38.00\|3.01\|36.50\|39.45\|36.50\|153937;2026-05-15\|37.07\|-2.45\|38.22\|39.40\|36.19\|158638;2026-05-18\|35.90\|-3.16\|36.00\|37.77\|34.40\|167890;2026-05-19\|36.99\|3.04\|36.01\|39.60\|34.45\|174349;2026-05-20\|41.40\|11.92\|36.63\|44.39\|35.80\|342661;2026-05-21\|39.00\|-5.80\|40.00\|43.86\|38.79\|264880;2026-05-22\|41.90\|7.44\|39.90\|43.32\|38.33\|210211;2026-05-25\|41.64\|-0.62\|41.00\|42.98\|37.40\|242997;2026-05-26\|40.41\|-2.95\|42.04\|43.69\|39.00\|222360;2026-05-27\|37.67\|-6.78\|40.27\|42.45\|36.74\|217889;2026-05-28\|38.26\|1.57\|37.49\|39.60\|35.51\|201666;2026-05-29\|35.99\|-5.93\|38.10\|38.29\|35.25\|116360;2026-06-01\|34.41\|-4.39\|35.50\|36.63\|34.19\|96021;2026-06-02\|35.10\|2.01\|34.43\|36.98\|33.00\|109974;2026-06-03\|37.30\|6.27\|34.50\|41.00\|33.82\|211289;2026-06-04\|39.59\|6.14\|36.00\|40.60\|36.00\|196230;2026-06-05\|38.38\|-3.06\|38.81\|40.50\|37.88\|125813;2026-06-08\|35.24\|-8.18\|35.82\|37.74\|34.80\|101220;2026-06-09\|36.79\|4.40\|35.45\|37.88\|35.00\|87107;2026-06-10\|38.41\|4.40\|36.00\|39.50\|35.30\|131894;2026-06-11\|38.07\|-0.89\|38.78\|39.80\|36.80\|141542;2026-06-12\|39.65\|4.29\|39.80\|41.96\|36.02\|210818;2026-06-15\|38.79\|-2.17\|38.58\|39.33\|36.58\|169428;2026-06-16\|37.55\|-3.20\|39.35\|39.60\|36.06\|172449;2026-06-17\|42.88\|14.19\|36.80\|43.82\|36.76\|239028;2026-06-18\|38.00\|-11.38\|41.72\|43.40\|37.62\|208682;2026-06-22\|37.77\|-0.61\|38.00\|38.50\|35.50\|169507;2026-06-23\|33.86\|-10.35\|37.10\|39.85\|33.40\|195527;2026-06-24\|35.62\|5.20\|33.22\|35.96\|31.86\|161866;2026-06-25\|34.75\|-2.44\|35.55\|37.18\|33.99\|128465;2026-06-26\|34.46\|-0.83\|35.08\|36.74\|33.56\|110594;2026-06-29\|35.80\|3.89\|34.26\|38.26\|34.26\|175385;2026-06-30\|38.99\|8.91\|35.80\|41.26\|35.20\|201199;2026-07-01\|39.70\|1.82\|38.50\|40.30\|37.81\|119458;2026-07-02\|41.29\|4.00\|37.96\|45.40\|37.96\|192220;2026-07-03\|38.39\|-7.02\|40.88\|41.66\|38.14\|121120;2026-07-06\|36.20\|-5.70\|39.16\|39.16\|34.91\|100865;2026-07-07\|35.50\|-1.93\|36.00\|36.99\|35.05\|63053;2026-07-08\|35.01\|-1.38\|35.62\|36.37\|33.90\|71164;2026-07-09\|42.01\|19.99\|36.50\|42.01\|34.10\|150290;2026-07-10\|45.05\|7.24\|42.85\|48.80\|42.11\|215053;2026-07-13\|43.45\|-3.55\|44.71\|46.98\|41.06\|137240;2026-07-14\|42.69\|-1.75\|44.50\|45.44\|40.88\|139856;2026-07-15\|37.90\|-11.22\|44.06\|45.00\|37.77\|144256;2026-07-16\|34.18\|-9.82\|36.96\|37.80\|34.01\|113085;2026-07-17\|27.34\|-20.01\|34.11\|34.61\|27.34\|150898;2026-07-20\|22.86\|-16.39\|28.37\|29.28\|22.23\|162391;2026-07-21\|27.43\|19.99\|23.20\|27.43\|20.97\|161883;2026-07-22\|27.42\|-0.04\|27.64\|29.80\|26.00\|174678;2026-07-23\|25.36\|-7.51\|27.80\|28.58\|25.08\|118850;2026-07-24\|25.28\|-0.32\|25.60\|26.58\|25.00\|82318;2026-07-27\|25.83\|2.18\|25.29\|26.26\|24.40\|99302;2026-07-28\|25.72\|-0.43\|29.59\|30.88\|25.00\|234169;2026-07-29\|23.15\|-9.99\|25.04\|25.71\|21.49\|198528;2026-07-30\|20.87\|-9.85\|22.72\|22.98\|20.72\|134141;2026-07-31\|21.95\|5.17\|22.54\|24.14\|21.87\|120602;2026-08-03\|21.34\|-2.78\|21.88\|22.27\|20.94\|87478;2026-08-04\|23.19\|8.67\|21.45\|23.40\|21.45\|95920;2026-08-05\|25.96\|11.94\|22.96\|26.20\|22.96\|116123;2026-08-06\|27.07\|4.28\|25.33\|27.82\|25.21\|102730;2026-08-07\|28.58\|5.58\|27.08\|29.30\|26.34\|120834;2026-08-10\|27.88\|-2.45\|28.49\|28.80\|27.11\|98013;2026-08-11\|28.60\|2.58\|27.60\|30.05\|27.22\|110381;2026-08-12\|32.20\|12.59\|28.82\|33.00\|28.00\|148165;2026-08-13\|31.46\|-2.30\|32.76\|32.99\|31.20\|95281;2026-08-14\|31.50\|0.13\|31.31\|32.20\|30.50\|61134;2026-08-17\|31.90\|1.27\|31.24\|31.92\|30.50\|76936;2026-08-18\|31.50\|-1.25\|31.74\|33.18\|30.98\|65711;2026-08-19\|27.85\|-11.59\|30.45\|31.44\|27.55\|115998;2026-08-20\|27.85\|0.00\|28.00\|28.90\|27.33\|81708;2026-08-21\|27.90\|0.18\|27.74\|28.87\|27.07\|69724;2026-08-24\|27.00\|-3.23\|27.91\|28.72\|26.11\|75487;2026-08-25\|26.92\|-0.30\|26.48\|27.18\|25.31\|59006;2026-08-26\|27.69\|2.86\|27.86\|27.98\|26.49\|72494;2026-08-27\|29.17\|5.34\|27.75\|29.20\|27.27\|79847;2026-08-28\|30.45\|4.39\|28.99\|31.85\|28.82\|118965;2026-08-31\|30.01\|-1.45\|28.50\|31.67\|28.50\|141164;2026-09-01\|27.36\|-8.83\|30.61\|30.61\|27.11\|118807;2026-09-02\|25.93\|-5.23\|26.65\|27.14\|25.80\|92203;2026-09-03\|26.11\|0.69\|25.68\|26.49\|25.23\|67483;2026-09-04\|24.69\|-5.44\|26.07\|26.85\|24.44\|67973;2026-09-07\|26.48\|7.25\|25.01\|26.85\|24.82\|84930;2026-09-08\|26.04\|-1.66\|26.22\|26.79\|25.68\|62434;2026-09-09\|25.06\|-3.76\|26.63\|26.63\|24.89\|69023;2026-09-10\|24.45\|-2.43\|24.50\|24.99\|24.28\|61021;2026-09-11\|23.82\|-2.58\|24.00\|24.20\|22.80\|5448313
121102		自研ASIC芯片+液冷服务器+参投沐曦+一季报扭亏行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月27日互动易，公司发布了寒烁、宙斯、雷神三款音视频领域自研ASIC芯片，相关业务还处于推广验证、量产备货等阶段，公司会根据市场情况及客户需求不断拓展自研芯片应用场景。 2、据2025年3月19日互动易：公司的液冷检测设备业务需要根据客户产品的性能参数等进行定制开发适配。 3、据2025年12月15日互动易，公司投资了沐曦集成电路（上海）股份有限公司，根据沐曦股份最新披露的科创板上市招股说明书，公司在沐曦股份上市发行后的持股比例约为0.21%。 4、据2026年4月29日公告，公司2026年一季度营收4457.54万元，同比增长13.88%，归母净利润170.98万元，同比扭亏为盈，主要系自产芯片销量增加带动营业收入增长。	1、公司预计上半年净利润1.25亿元—1.35亿元，同比扭亏，报告期内，公司传统专业视听业务新签合同下滑，专业芯片和人工智能等新业务尚未放量，营业收入同比下降9%左右。报告期末，公司持有沐曦股份股票数量为85.43万股，该笔投资对净利润影响额为1.58亿元； 2、公司与英伟达合作，对接的产品包括液冷测试平台、基于AI的检测平台、各种测试板卡等	2026-05-07\|143.00\|6.72\|136.00\|143.85\|132.30\|155556;2026-05-08\|142.61\|-0.27\|143.10\|144.68\|140.85\|82215;2026-05-11\|137.39\|-3.66\|140.96\|142.61\|137.03\|89053;2026-05-12\|130.63\|-4.92\|140.68\|143.38\|124.00\|159534;2026-05-13\|122.81\|-5.99\|127.85\|129.68\|122.03\|144708;2026-05-14\|118.95\|-3.14\|123.38\|123.76\|117.28\|104232;2026-05-15\|117.49\|-1.23\|119.99\|124.26\|115.50\|105264;2026-05-18\|119.97\|2.11\|114.00\|124.39\|113.26\|112322;2026-05-19\|125.40\|4.53\|119.98\|125.52\|118.00\|109242;2026-05-20\|126.51\|0.89\|125.40\|135.97\|123.38\|126039;2026-05-21\|120.27\|-4.93\|128.81\|129.51\|120.04\|86031;2026-05-22\|121.34\|0.89\|121.71\|124.30\|118.00\|65737;2026-05-25\|120.90\|-0.36\|119.95\|123.30\|119.00\|55316;2026-05-26\|119.00\|-1.57\|120.00\|120.50\|116.50\|58951;2026-05-27\|116.20\|-2.35\|118.94\|120.44\|115.01\|57058;2026-05-28\|116.80\|0.52\|116.39\|117.77\|112.40\|59309;2026-05-29\|112.01\|-4.10\|118.00\|118.50\|111.00\|61046;2026-06-01\|110.47\|-1.37\|111.99\|114.50\|109.01\|70145;2026-06-02\|110.81\|0.31\|110.66\|112.50\|108.38\|53711;2026-06-03\|114.90\|3.69\|109.99\|118.52\|109.83\|88648;2026-06-04\|126.39\|10.00\|117.42\|126.39\|117.19\|93525;2026-06-05\|135.02\|6.83\|133.00\|139.03\|130.00\|180413;2026-06-08\|129.33\|-4.21\|135.02\|137.37\|128.85\|178948;2026-06-09\|124.81\|-3.49\|132.80\|133.21\|123.50\|106400;2026-06-10\|115.77\|-7.24\|122.56\|123.75\|114.81\|91819;2026-06-11\|113.95\|-1.57\|114.00\|116.50\|108.66\|84312;2026-06-12\|111.27\|-2.35\|115.90\|119.45\|110.58\|83273;2026-06-15\|122.40\|10.00\|112.96\|122.40\|112.38\|45336;2026-06-16\|134.64\|10.00\|127.95\|134.64\|127.40\|68522;2026-06-17\|135.63\|0.74\|138.64\|143.50\|132.69\|143037;2026-06-18\|142.17\|4.90\|135.65\|144.99\|132.67\|99446;2026-06-22\|141.29\|-0.62\|144.41\|145.16\|136.44\|81835;2026-06-23\|136.88\|-3.12\|144.27\|146.50\|136.00\|81945;2026-06-24\|132.50\|-3.20\|136.17\|138.25\|131.50\|58741;2026-06-25\|129.94\|-1.93\|132.52\|133.77\|129.68\|53128;2026-06-26\|122.83\|-5.47\|129.08\|134.72\|122.83\|68887;2026-06-29\|135.11\|10.00\|125.00\|135.11\|123.88\|39346;2026-06-30\|134.61\|-0.37\|138.18\|142.03\|128.35\|110184;2026-07-01\|127.34\|-5.40\|136.30\|137.98\|126.56\|89926;2026-07-02\|121.60\|-4.51\|123.38\|128.81\|120.71\|65883;2026-07-03\|118.61\|-2.46\|121.60\|122.60\|118.50\|51997;2026-07-06\|115.80\|-2.37\|120.50\|122.76\|114.70\|60569;2026-07-07\|112.27\|-3.05\|117.94\|118.45\|111.03\|57485;2026-07-08\|107.49\|-4.26\|113.50\|113.80\|107.49\|54329;2026-07-09\|107.82\|0.31\|109.00\|109.00\|101.50\|77922;2026-07-10\|106.52\|-1.21\|106.46\|111.41\|106.46\|57245;2026-07-13\|99.13\|-6.94\|105.91\|106.50\|98.50\|64828;2026-07-14\|109.04\|10.00\|106.50\|109.04\|106.50\|21036;2026-07-15\|98.14\|-10.00\|117.36\|117.36\|98.14\|112092;2026-07-16\|97.09\|-1.07\|97.85\|100.59\|95.02\|68630;2026-07-17\|88.25\|-9.11\|95.70\|97.00\|87.38\|93652;2026-07-20\|82.81\|-6.16\|90.00\|91.00\|80.00\|105136;2026-07-21\|91.09\|10.00\|88.00\|91.09\|83.00\|107833;2026-07-22\|90.85\|-0.26\|90.52\|94.67\|89.21\|105187;2026-07-23\|91.73\|0.97\|92.64\|96.37\|91.01\|71882;2026-07-24\|89.06\|-2.91\|91.01\|91.30\|88.20\|47367;2026-07-27\|95.86\|7.64\|90.19\|96.12\|88.31\|74636;2026-07-28\|93.59\|-2.37\|92.66\|96.55\|92.50\|61577;2026-07-29\|92.93\|-0.71\|94.36\|94.59\|89.27\|61527;2026-07-30\|88.59\|-4.67\|92.00\|93.85\|86.72\|60386;2026-07-31\|91.24\|2.99\|94.58\|94.58\|91.20\|66236;2026-08-03\|91.27\|0.03\|90.50\|92.88\|90.25\|48005;2026-08-04\|94.56\|3.60\|92.68\|95.44\|91.48\|51895;2026-08-05\|98.80\|4.48\|92.90\|99.18\|92.50\|65381;2026-08-06\|98.32\|-0.49\|97.00\|99.79\|96.40\|54298;2026-08-07\|100.52\|2.24\|98.49\|100.87\|96.80\|59495;2026-08-10\|99.07\|-1.44\|101.40\|102.10\|97.30\|44911;2026-08-11\|99.52\|0.45\|98.62\|101.68\|97.58\|41596;2026-08-12\|100.61\|1.10\|99.80\|101.63\|99.36\|35693;2026-08-13\|98.79\|-1.81\|101.50\|102.86\|98.67\|42566;2026-08-14\|99.36\|0.58\|98.90\|99.80\|97.90\|32751;2026-08-17\|102.22\|2.88\|99.40\|102.24\|98.52\|44196;2026-08-18\|102.00\|-0.22\|103.00\|109.69\|101.02\|86291;2026-08-19\|94.45\|-7.40\|101.00\|101.00\|94.05\|67229;2026-08-20\|93.67\|-0.83\|96.00\|96.31\|92.64\|45523;2026-08-21\|98.26\|4.90\|93.94\|99.98\|92.18\|65309;2026-08-24\|95.88\|-2.42\|98.09\|102.09\|93.26\|56947;2026-08-25\|99.15\|3.41\|94.86\|99.68\|93.28\|58299;2026-08-26\|89.88\|-9.35\|98.74\|98.88\|89.24\|118585;2026-08-27\|93.60\|4.14\|89.35\|93.94\|89.26\|80818;2026-08-28\|91.04\|-2.73\|93.82\|96.16\|91.01\|56483;2026-08-31\|95.50\|4.90\|89.00\|95.52\|88.54\|54714;2026-09-01\|93.68\|-1.91\|96.50\|96.66\|93.04\|35795;2026-09-02\|92.20\|-1.58\|92.70\|94.20\|91.52\|28692;2026-09-03\|95.27\|3.33\|93.58\|96.49\|93.00\|68137;2026-09-04\|93.17\|-2.20\|95.92\|96.66\|92.54\|62596;2026-09-07\|93.03\|-0.15\|93.98\|94.50\|92.88\|36395;2026-09-08\|89.50\|-3.79\|93.50\|94.58\|87.00\|62301;2026-09-09\|88.03\|-1.64\|90.00\|91.28\|87.28\|46445;2026-09-10\|85.95\|-2.36\|87.50\|88.10\|85.86\|37334;2026-09-11\|83.58\|-2.76\|84.28\|84.70\|81.43\|48642
121101		中报预增+商业航天+红外芯片 1、据2026年7月21日公告，公司预计2026年上半年归母净利润12亿元至13亿元，同比增长242%到270%，主要系在手订单充裕、产能释放及红外8μm产品批量出货带动毛利率显著提高。 2、据2026年4月10日年报，公司主营业务为专用集成电路、特种芯片设计与制造，具备红外探测器芯片自研量产能力，在非制冷红外领域技术国内领先，并已成功研发世界首款8μm非制冷红外探测器。 3、据2026年6月15日投资者关系活动记录表，公司在商业航天领域陆续取得产品研发、招投标等显著进展，微波业务有望成为第二条增长曲线；面向商业航天的探测器已交付多家客户。	公司深度布局卫星载荷（TR芯片、星间激光通信红外模组）和地面终端、单星价值量超500W；上半年净利润预增242%到270%，报告期内，受益于行业需求高度景气，公司在手订单充裕、新接订单情况向好；另一方面，公司持续推进产能建设，随着产能的释放，公司2026 年二季度的营业收入实现了同比和环比双增长	2026-05-07\|146.96\|-1.10\|148.60\|149.38\|145.14\|107883;2026-05-08\|147.26\|0.20\|145.27\|148.00\|144.00\|77007;2026-05-11\|144.55\|-1.84\|147.45\|149.45\|143.00\|121698;2026-05-12\|144.10\|-0.31\|144.85\|147.60\|143.60\|85276;2026-05-13\|146.51\|1.67\|142.80\|147.59\|141.08\|88293;2026-05-14\|139.99\|-4.45\|146.00\|147.90\|139.98\|113721;2026-05-15\|134.66\|-3.81\|140.56\|140.98\|133.60\|111785;2026-05-18\|134.10\|-0.42\|135.32\|139.20\|132.68\|93369;2026-05-19\|133.26\|-0.63\|134.29\|134.29\|128.09\|106782;2026-05-20\|135.04\|1.34\|132.95\|135.78\|132.00\|83342;2026-05-21\|129.38\|-4.19\|136.73\|138.73\|128.91\|88696;2026-05-22\|133.78\|3.40\|131.97\|136.32\|128.26\|119320;2026-05-25\|137.02\|2.42\|134.81\|137.93\|132.00\|105425;2026-05-26\|133.25\|-2.75\|136.86\|137.50\|131.22\|82341;2026-05-27\|130.60\|-1.99\|134.00\|136.80\|129.70\|74316;2026-05-28\|137.69\|5.43\|129.80\|138.79\|129.66\|121820;2026-05-29\|127.80\|-7.18\|137.86\|138.03\|127.00\|168154;2026-06-01\|121.03\|-5.30\|127.64\|129.50\|120.47\|115620;2026-06-02\|123.71\|2.21\|122.00\|128.00\|120.56\|129797;2026-06-03\|121.91\|-1.46\|122.86\|124.61\|119.77\|137182;2026-06-04\|121.98\|0.06\|120.70\|123.69\|119.10\|98638;2026-06-05\|120.80\|-0.97\|122.93\|125.36\|118.81\|95729;2026-06-08\|116.98\|-3.16\|118.60\|120.78\|114.52\|105329;2026-06-09\|121.95\|4.25\|119.63\|121.95\|116.30\|84358;2026-06-10\|125.38\|2.81\|119.66\|127.27\|119.66\|126582;2026-06-11\|130.81\|4.33\|125.02\|131.77\|123.01\|142264;2026-06-12\|129.90\|-0.70\|133.10\|133.50\|129.02\|117703;2026-06-15\|134.75\|3.73\|130.90\|134.90\|126.60\|125241;2026-06-16\|133.85\|-0.67\|134.75\|136.45\|132.50\|90353;2026-06-17\|145.80\|8.93\|132.88\|146.51\|132.50\|120446;2026-06-18\|147.76\|1.34\|145.86\|149.00\|143.83\|84084;2026-06-22\|149.50\|1.18\|148.10\|149.86\|144.08\|111112;2026-06-23\|144.00\|-3.68\|149.63\|150.00\|143.00\|92887;2026-06-24\|142.90\|-0.76\|144.00\|145.35\|141.33\|89328;2026-06-25\|148.83\|4.15\|144.50\|150.88\|144.50\|95367;2026-06-26\|143.28\|-3.73\|147.98\|147.98\|141.26\|105686;2026-06-29\|143.98\|0.49\|142.81\|146.40\|137.00\|100062;2026-06-30\|154.69\|7.44\|144.02\|156.05\|143.10\|124896;2026-07-01\|149.00\|-3.68\|154.69\|157.20\|147.80\|113073;2026-07-02\|151.97\|1.99\|146.86\|157.86\|142.14\|130183;2026-07-03\|151.87\|-0.07\|152.69\|156.99\|146.16\|130265;2026-07-06\|149.78\|-1.38\|153.13\|155.85\|145.14\|107906;2026-07-07\|151.38\|1.07\|149.78\|156.82\|147.03\|97277;2026-07-08\|154.60\|2.32\|151.78\|160.38\|151.78\|148461;2026-07-09\|164.32\|6.29\|159.00\|166.66\|156.76\|175185;2026-07-10\|149.00\|-9.32\|161.01\|168.45\|149.00\|251896;2026-07-13\|141.56\|-4.99\|146.10\|151.36\|140.05\|168753;2026-07-14\|144.70\|2.22\|143.00\|145.85\|138.14\|127499;2026-07-15\|141.50\|-2.21\|144.94\|147.90\|139.28\|97938;2026-07-16\|135.88\|-3.97\|139.28\|143.86\|133.80\|106976;2026-07-17\|125.45\|-7.68\|134.53\|135.88\|122.98\|139611;2026-07-20\|125.56\|0.09\|127.63\|131.00\|122.60\|139882;2026-07-21\|150.67\|20.00\|140.00\|150.67\|135.43\|299587;2026-07-22\|149.48\|-0.79\|148.92\|156.50\|147.28\|221661;2026-07-23\|154.09\|3.08\|150.00\|156.94\|148.50\|180603;2026-07-24\|150.10\|-2.59\|151.30\|156.85\|150.10\|120850;2026-07-27\|153.77\|2.44\|149.50\|154.65\|147.50\|128605;2026-07-28\|142.02\|-7.64\|150.20\|151.49\|140.92\|145419;2026-07-29\|145.99\|2.80\|143.30\|149.65\|141.21\|138738;2026-07-30\|135.60\|-7.12\|144.24\|145.00\|129.02\|180806;2026-07-31\|141.65\|4.46\|143.50\|149.78\|141.23\|165799;2026-08-03\|137.63\|-2.84\|141.85\|143.90\|136.46\|115537;2026-08-04\|141.56\|2.86\|139.99\|143.58\|136.98\|86166;2026-08-05\|151.84\|7.26\|141.66\|153.81\|141.54\|118099;2026-08-06\|155.51\|2.42\|149.01\|159.18\|148.17\|108470;2026-08-07\|170.04\|9.34\|155.61\|170.80\|154.50\|146494;2026-08-10\|169.00\|-0.61\|170.20\|173.22\|165.00\|126313;2026-08-11\|166.75\|-1.33\|169.00\|175.42\|166.20\|133665;2026-08-12\|167.66\|0.55\|167.00\|168.60\|164.02\|87395;2026-08-13\|166.25\|-0.84\|169.30\|172.29\|166.04\|80327;2026-08-14\|166.01\|-0.14\|167.00\|169.57\|163.13\|89693;2026-08-17\|168.78\|1.67\|166.93\|170.89\|164.05\|117109;2026-08-18\|174.84\|3.59\|172.00\|179.00\|166.43\|181435;2026-08-19\|162.17\|-7.25\|171.00\|178.88\|160.50\|169150;2026-08-20\|159.88\|-1.41\|165.00\|167.77\|158.14\|108295;2026-08-21\|160.41\|0.33\|161.00\|167.00\|159.20\|94998;2026-08-24\|158.40\|-1.25\|160.45\|162.85\|155.35\|103319;2026-08-25\|158.27\|-0.08\|156.10\|159.08\|153.41\|88252;2026-08-26\|156.61\|-1.05\|157.80\|159.97\|156.01\|60227;2026-08-27\|161.70\|3.25\|157.60\|163.59\|156.78\|78700;2026-08-28\|161.70\|0.00\|160.50\|165.30\|160.50\|70170;2026-08-31\|185.00\|14.41\|166.55\|185.96\|163.60\|240759;2026-09-01\|180.99\|-2.17\|180.58\|183.43\|178.12\|116264;2026-09-02\|180.25\|-0.41\|180.50\|182.65\|174.83\|97024;2026-09-03\|180.66\|0.23\|180.50\|183.17\|177.60\|91997;2026-09-04\|180.45\|-0.12\|182.00\|185.99\|178.72\|107782;2026-09-07\|181.48\|0.57\|180.54\|183.28\|174.30\|130402;2026-09-08\|178.70\|-1.53\|181.00\|183.00\|178.02\|80822;2026-09-09\|182.02\|1.86\|179.15\|188.39\|179.15\|104508;2026-09-10\|183.43\|0.77\|180.53\|186.30\|179.19\|103423;2026-09-11\|178.98\|-2.43\|181.02\|182.00\|172.11\|21075724
121100		塑木外销+募投产能+退税到账 1、据2025年8月28日半年报及2025年12月16日机构调研，公司自主品牌“NewTechWood”已进驻Home Depot、Lowe’s等全球渠道，境外营收占比96.60%，募投项目“新型环保塑木型材产业化项目一期”2026年起陆续投产，产能释放将显著提升供应能力。 2、据2026年5月20日互动易，美国子公司已收到部分退税款项，相关收益将按准则计入财务报表。	1、公司持有星曜宇航51.00%的股权，子公司主要经营火箭箭体结构件产品的生产制造，目前相关生产经营按计划推进中； 2、公司主要从事塑木复合材料，主要产品为户外地板、墙板、组合地板等新型环保塑木型材	2026-05-07\|35.95\|2.07\|34.87\|35.95\|34.23\|106360;2026-05-08\|35.89\|-0.17\|35.76\|36.98\|34.08\|97736;2026-05-11\|35.50\|-1.09\|36.50\|38.40\|34.80\|90497;2026-05-12\|33.93\|-4.42\|34.94\|35.79\|33.38\|98009;2026-05-13\|36.28\|6.93\|33.50\|37.27\|33.11\|105579;2026-05-14\|35.31\|-2.67\|36.35\|37.26\|34.90\|66627;2026-05-15\|35.53\|0.62\|35.04\|36.20\|33.93\|62328;2026-05-18\|34.43\|-3.10\|34.67\|36.18\|34.00\|80027;2026-05-19\|35.99\|4.53\|34.21\|36.20\|34.08\|66114;2026-05-20\|34.16\|-5.08\|35.26\|36.26\|32.80\|80517;2026-05-21\|33.44\|-2.11\|34.31\|36.14\|33.20\|85707;2026-05-22\|40.13\|20.01\|33.94\|40.13\|33.42\|102400;2026-05-25\|41.31\|2.94\|40.84\|43.33\|40.21\|174109;2026-05-26\|41.00\|-0.75\|41.00\|42.93\|39.68\|103677;2026-05-27\|41.29\|0.71\|41.53\|42.49\|39.80\|100838;2026-05-28\|40.05\|-3.00\|41.29\|41.87\|38.40\|108464;2026-05-29\|36.86\|-7.96\|39.24\|40.00\|36.50\|89886;2026-06-01\|35.47\|-3.77\|36.47\|36.85\|35.20\|49559;2026-06-02\|35.57\|0.28\|35.33\|35.97\|34.20\|32929;2026-06-03\|36.77\|3.37\|35.73\|37.73\|35.22\|62791;2026-06-04\|34.48\|-6.23\|36.42\|37.34\|34.03\|70382;2026-06-05\|35.00\|1.51\|35.00\|36.50\|33.19\|59522;2026-06-08\|34.08\|-2.63\|34.02\|35.99\|33.00\|55475;2026-06-09\|35.14\|3.11\|34.76\|35.26\|33.66\|53584;2026-06-10\|35.00\|-0.40\|34.81\|36.00\|34.00\|46548;2026-06-11\|34.64\|-1.03\|34.37\|35.49\|33.00\|40744;2026-06-12\|37.08\|7.04\|35.00\|37.99\|34.70\|79753;2026-06-15\|38.30\|3.29\|36.90\|38.30\|35.95\|81036;2026-06-16\|37.33\|-2.53\|37.53\|38.53\|36.76\|63545;2026-06-17\|41.32\|10.69\|36.00\|41.54\|36.00\|91337;2026-06-18\|41.14\|-0.44\|40.58\|41.54\|39.60\|69069;2026-06-22\|41.27\|0.32\|41.16\|44.00\|39.77\|65382;2026-06-23\|41.17\|-0.24\|40.81\|42.00\|40.22\|43898;2026-06-24\|38.63\|-6.17\|41.00\|41.17\|37.05\|59283;2026-06-25\|38.18\|-1.16\|38.30\|40.59\|37.55\|58129;2026-06-26\|41.60\|8.96\|38.20\|42.66\|37.27\|62117;2026-06-29\|38.89\|-6.51\|40.80\|41.75\|37.40\|53179;2026-06-30\|43.76\|12.52\|39.25\|44.30\|38.20\|64156;2026-07-01\|46.23\|5.64\|43.63\|46.50\|42.36\|76333;2026-07-02\|48.88\|5.73\|45.59\|50.95\|45.19\|94073;2026-07-03\|53.90\|10.27\|46.45\|54.49\|46.29\|101543;2026-07-06\|52.80\|-2.04\|55.00\|55.18\|51.20\|85753;2026-07-07\|52.64\|-0.30\|52.98\|53.92\|50.80\|57661;2026-07-08\|49.01\|-6.90\|51.87\|52.78\|48.14\|68493;2026-07-09\|48.30\|-1.45\|49.02\|49.98\|47.20\|50560;2026-07-10\|55.43\|14.76\|48.50\|57.15\|47.55\|116946;2026-07-13\|44.63\|-19.48\|52.00\|54.00\|44.34\|93769;2026-07-14\|43.43\|-2.69\|45.00\|46.40\|42.00\|71915;2026-07-15\|43.27\|-0.37\|43.43\|44.89\|41.85\|49224;2026-07-16\|39.90\|-7.68\|41.87\|42.98\|39.50\|48284;2026-07-17\|32.60\|-18.30\|39.59\|40.05\|32.00\|79824;2026-07-20\|27.73\|-14.94\|33.57\|33.85\|26.90\|75186;2026-07-21\|33.28\|20.01\|28.50\|33.28\|26.50\|97333;2026-07-22\|34.01\|2.19\|32.80\|35.66\|32.16\|99122;2026-07-23\|33.88\|-0.38\|34.34\|35.00\|32.10\|57972;2026-07-24\|32.77\|-3.28\|33.24\|34.01\|32.14\|38736;2026-07-27\|36.05\|10.01\|32.77\|36.50\|32.38\|51110;2026-07-28\|33.39\|-7.38\|36.41\|37.36\|32.40\|72485;2026-07-29\|33.08\|-0.93\|33.36\|34.50\|30.33\|72295;2026-07-30\|29.16\|-11.85\|33.20\|33.88\|29.03\|68586;2026-07-31\|30.09\|3.19\|31.38\|31.53\|29.77\|41211;2026-08-03\|29.25\|-2.79\|29.79\|30.85\|28.70\|40984;2026-08-04\|29.97\|2.46\|29.92\|31.38\|28.89\|67856;2026-08-05\|30.84\|2.90\|30.42\|31.77\|29.65\|67275;2026-08-06\|30.48\|-1.17\|30.71\|31.79\|29.33\|71504;2026-08-07\|32.11\|5.35\|30.94\|32.39\|30.00\|72582;2026-08-10\|32.76\|2.02\|32.55\|32.88\|30.92\|75343;2026-08-11\|31.97\|-2.41\|31.50\|32.38\|30.05\|65653;2026-08-12\|32.07\|0.31\|31.79\|32.99\|31.58\|72151;2026-08-13\|31.46\|-1.90\|32.08\|32.59\|31.43\|63039;2026-08-14\|31.47\|0.03\|31.20\|31.90\|30.02\|51764;2026-08-17\|32.00\|1.68\|31.45\|32.03\|30.90\|40426;2026-08-18\|32.45\|1.41\|32.00\|32.56\|31.50\|41072;2026-08-19\|28.00\|-13.71\|32.45\|33.20\|27.99\|95210;2026-08-20\|27.61\|-1.39\|28.41\|28.61\|27.05\|72538;2026-08-21\|27.50\|-0.40\|27.28\|28.12\|26.70\|38605;2026-08-24\|26.82\|-2.47\|27.39\|27.70\|26.31\|38159;2026-08-25\|27.99\|4.36\|26.56\|28.24\|26.20\|40812;2026-08-26\|29.04\|3.75\|28.24\|29.62\|27.50\|44452;2026-08-27\|30.08\|3.58\|29.02\|30.40\|28.91\|41567;2026-08-28\|28.13\|-6.48\|30.07\|30.22\|28.00\|59634;2026-08-31\|28.86\|2.60\|28.07\|29.11\|27.93\|51341;2026-09-01\|28.36\|-1.73\|28.98\|29.08\|28.00\|35170;2026-09-02\|28.33\|-0.11\|28.01\|28.78\|27.50\|30506;2026-09-03\|28.99\|2.33\|28.21\|29.34\|28.21\|36163;2026-09-04\|28.19\|-2.76\|28.99\|29.68\|27.88\|22773;2026-09-07\|28.17\|-0.07\|28.19\|28.60\|27.81\|24492;2026-09-08\|28.57\|1.42\|28.17\|28.68\|27.85\|26012;2026-09-09\|28.17\|-1.40\|28.60\|28.99\|27.95\|21121;2026-09-10\|28.12\|-0.18\|28.17\|28.40\|27.50\|16886;2026-09-11\|27.35\|-2.74\|27.88\|28.00\|26.54\|19354
121099		UTG+国企+先进封装行业原因： 1、甬矽电子拟投资103亿元建设高端封测项目，长电科技拟78亿元投建高端封测工厂，通富微电42.2亿定增通过，国内封测龙头集中启动大规模扩产。 2、据国金证券6月28日研报，AI算力芯片需求旺盛，先进封装产能紧缺，封测企业持续扩张先进封装产能，产业链有望深度受益。公司原因： 1、据2026年6月26日及6月18日互动易，公司超薄柔性玻璃UTG产品已实现向下游客户批量交付，满足市场现有需求，但尚未满产。 2、据公司2025年年报，公司最终控制人为国务院国有资产监督管理委员会，属于国有企业。 3、据2026年3月31日年报及2026年1月15日机构调研，公司高纯超细球形二氧化硅产品可用于半导体封装领域，样品已通过客户验证并形成小批量销售；电子封装用球形粉体材料项目已于2026年1月完成转固并实现常态化稳产运行。	公司UTG（超薄柔性玻璃）项目主体生产线已基本建成，相关产品已实现向下游客户批量交付，剩余产能生产线处于调试、验证阶段，预计2026年4月项目可完全达到使用状态	2026-05-07\|16.58\|4.15\|16.01\|17.00\|15.78\|714380;2026-05-08\|16.53\|-0.30\|16.42\|16.66\|16.13\|526351;2026-05-11\|16.92\|2.36\|17.30\|17.57\|16.82\|864013;2026-05-12\|17.70\|4.61\|16.97\|18.08\|16.68\|1072081;2026-05-13\|18.20\|2.82\|17.50\|18.73\|17.43\|992917;2026-05-14\|18.30\|0.55\|18.30\|18.87\|17.63\|992132;2026-05-15\|17.44\|-4.70\|18.20\|18.58\|17.23\|1083338;2026-05-18\|18.01\|3.27\|17.24\|18.47\|17.00\|947241;2026-05-19\|18.27\|1.44\|17.84\|18.44\|17.57\|612007;2026-05-20\|18.15\|-0.66\|17.98\|18.49\|17.67\|621704;2026-05-21\|18.30\|0.83\|19.15\|19.70\|18.30\|1574460;2026-05-22\|18.55\|1.37\|18.41\|18.95\|17.63\|990425;2026-05-25\|20.03\|7.98\|18.85\|20.29\|18.81\|1064046;2026-05-26\|19.67\|-1.80\|19.85\|20.99\|19.51\|1279463;2026-05-27\|18.97\|-3.56\|20.15\|20.50\|18.72\|1157563;2026-05-28\|19.12\|0.79\|18.81\|19.24\|17.93\|977184;2026-05-29\|17.93\|-6.22\|18.98\|19.27\|17.76\|883114;2026-06-01\|18.34\|2.29\|17.89\|19.30\|17.89\|897372;2026-06-02\|18.84\|2.73\|18.27\|19.06\|17.85\|810877;2026-06-03\|18.55\|-1.54\|18.80\|19.55\|18.20\|954645;2026-06-04\|19.74\|6.42\|18.30\|20.12\|18.10\|1228990;2026-06-05\|21.71\|9.98\|19.94\|21.71\|19.70\|1407316;2026-06-08\|22.05\|1.57\|21.11\|23.88\|21.11\|2125548;2026-06-09\|22.74\|3.13\|22.24\|22.95\|20.55\|1781058;2026-06-10\|20.68\|-9.06\|21.83\|21.90\|20.55\|1342209;2026-06-11\|20.59\|-0.44\|20.17\|21.44\|19.51\|1120477;2026-06-12\|19.00\|-7.72\|20.68\|21.33\|18.85\|1376249;2026-06-15\|20.48\|8.07\|19.26\|20.60\|19.00\|1099353;2026-06-16\|21.94\|7.13\|20.49\|22.08\|20.26\|1062701;2026-06-17\|24.13\|9.98\|21.80\|24.13\|21.70\|671931;2026-06-18\|23.32\|-3.36\|24.01\|24.61\|22.40\|1407080;2026-06-22\|25.65\|9.99\|25.18\|25.65\|24.82\|789741;2026-06-23\|25.61\|-0.16\|26.51\|27.17\|25.14\|1805374;2026-06-24\|27.85\|8.75\|25.35\|27.97\|24.71\|1667364;2026-06-25\|26.91\|-3.38\|27.80\|29.24\|26.55\|1693702;2026-06-26\|29.60\|10.00\|26.93\|29.60\|26.80\|1532902;2026-06-29\|31.48\|6.35\|30.99\|32.56\|29.48\|2448615;2026-06-30\|32.58\|3.49\|31.46\|33.67\|30.40\|2020287;2026-07-01\|29.65\|-8.99\|30.70\|31.47\|29.32\|1942252;2026-07-02\|26.75\|-9.78\|27.58\|28.70\|26.69\|1554293;2026-07-03\|25.39\|-5.08\|26.42\|26.74\|25.05\|1165983;2026-07-06\|23.55\|-7.25\|25.11\|26.08\|23.36\|1069394;2026-07-07\|23.48\|-0.30\|23.49\|24.27\|22.98\|763297;2026-07-08\|21.93\|-6.60\|23.48\|23.89\|21.78\|862613;2026-07-09\|23.33\|6.38\|22.30\|23.38\|21.81\|973899;2026-07-10\|22.13\|-5.14\|23.54\|24.35\|22.13\|1017406;2026-07-13\|19.92\|-9.99\|21.62\|21.98\|19.92\|888438;2026-07-14\|20.63\|3.56\|20.20\|20.85\|19.36\|701753;2026-07-15\|18.88\|-8.48\|21.00\|21.05\|18.85\|649082;2026-07-16\|17.62\|-6.67\|18.55\|18.96\|17.47\|751919;2026-07-17\|16.14\|-8.40\|17.62\|17.68\|15.99\|756430;2026-07-20\|14.61\|-9.48\|16.60\|16.73\|14.53\|821019;2026-07-21\|16.07\|9.99\|14.79\|16.07\|13.80\|880872;2026-07-22\|16.28\|1.31\|16.15\|17.25\|16.11\|1123798;2026-07-23\|16.23\|-0.31\|16.61\|17.03\|16.05\|797795;2026-07-24\|15.55\|-4.19\|15.90\|16.13\|15.38\|558530;2026-07-27\|16.39\|5.40\|15.56\|16.50\|15.22\|599968;2026-07-28\|16.03\|-2.20\|16.50\|17.11\|15.82\|858013;2026-07-29\|15.67\|-2.25\|15.80\|16.09\|14.97\|808483;2026-07-30\|14.81\|-5.49\|15.68\|15.87\|14.61\|715573;2026-07-31\|15.03\|1.49\|15.50\|16.09\|15.03\|767266;2026-08-03\|14.81\|-1.46\|14.80\|15.25\|14.66\|478876;2026-08-04\|16.01\|8.10\|15.05\|16.15\|14.98\|762155;2026-08-05\|17.08\|6.68\|15.80\|17.61\|15.80\|842986;2026-08-06\|17.57\|2.87\|16.90\|17.79\|16.77\|776427;2026-08-07\|18.20\|3.59\|17.61\|18.32\|17.49\|776981;2026-08-10\|17.86\|-1.87\|18.21\|18.30\|17.45\|629798;2026-08-11\|18.01\|0.84\|17.58\|18.59\|17.58\|680084;2026-08-12\|18.20\|1.05\|17.96\|18.30\|17.77\|430765;2026-08-13\|17.77\|-2.36\|18.31\|18.55\|17.76\|511883;2026-08-14\|18.59\|4.61\|17.81\|18.64\|17.65\|539225;2026-08-17\|19.24\|3.50\|18.60\|19.32\|18.52\|750088;2026-08-18\|19.58\|1.77\|19.24\|20.20\|19.10\|961983;2026-08-19\|18.03\|-7.92\|18.63\|19.40\|17.86\|830472;2026-08-20\|18.05\|0.11\|18.20\|18.55\|17.77\|546606;2026-08-21\|18.08\|0.17\|17.91\|18.24\|17.43\|481351;2026-08-24\|17.49\|-3.26\|18.08\|18.08\|16.96\|447565;2026-08-25\|17.81\|1.83\|17.08\|18.13\|16.61\|484545;2026-08-26\|17.45\|-2.02\|17.81\|17.85\|17.01\|428227;2026-08-27\|18.09\|3.67\|17.66\|18.35\|17.40\|531223;2026-08-28\|17.88\|-1.16\|18.07\|18.58\|17.83\|494333;2026-08-31\|18.39\|2.85\|17.41\|18.50\|17.39\|549776;2026-09-01\|17.64\|-4.08\|18.41\|18.43\|17.50\|489630;2026-09-02\|17.30\|-1.93\|17.41\|17.60\|17.18\|324331;2026-09-03\|17.28\|-0.12\|17.41\|17.68\|16.98\|345115;2026-09-04\|16.62\|-3.82\|17.39\|17.69\|16.46\|473745;2026-09-07\|17.13\|3.07\|16.78\|17.26\|16.71\|363902;2026-09-08\|16.80\|-1.93\|17.12\|17.38\|16.68\|352986;2026-09-09\|16.96\|0.95\|16.90\|17.40\|16.85\|434411;2026-09-10\|16.81\|-0.88\|16.78\|17.07\|16.54\|249691;2026-09-11\|16.62\|-1.13\|16.58\|16.89\|16.03\|340951
121098		AI光学+CPO硅透镜+AR眼镜+消费电子行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、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25日互动易，光通信行业在AI算力驱动下上游光学元件供需偏紧，公司AI光学业务紧抓算力基础设施、数据中心建设行业机遇，相关产品有望年内实现交付；据2025年年报，公司CPO共封装-硅透镜研发项目正在开发中，目标满足800G/1.6T光模块及未来AI集群光互连需求。 2、据2026年5月21日投资者关系活动记录表，AR光学是公司第二成长曲线，以核心GWG反射光波导技术为根基，同步拓展SRG、VHG等技术体系，已与北美行业头部客户建立深度战略合作关系，产线建设稳步推进。 3、据2026年5月21日投资者关系活动记录表，公司第一成长曲线消费电子与车载光学经营稳健，2026年核心增量来自北美大客户手机摄像头光学升级供应新品，涂布滤光片自2025年量产突破后份额稳步提升。	1、公司聚焦“3+2”产品矩阵，3为滤片+棱镜+透镜，2为玻璃基板、波导；2026年1月已与康宁签署NDA并完成技术规格对接，目前处于送样阶段； 2、公司已将AI光学列为第三成长曲线，CPO共封装硅透镜项目正开发，目标切入800G/1.6T光模块及AI集群光互连； 3、公司的光学零组件产品广泛用于各型号智能手机的成像和感知系统，而AI手机同样具备该类系统，其产品可满足AI手机成像与感知相关需求	2026-05-07\|35.06\|5.63\|33.46\|35.65\|32.62\|788287;2026-05-08\|36.17\|3.17\|34.41\|36.17\|33.88\|751510;2026-05-11\|37.74\|4.34\|38.00\|38.80\|36.86\|1250093;2026-05-12\|37.99\|0.66\|38.18\|39.80\|37.50\|951352;2026-05-13\|39.38\|3.66\|37.96\|39.58\|37.10\|797179;2026-05-14\|38.81\|-1.45\|39.00\|40.30\|38.23\|799178;2026-05-15\|38.00\|-2.09\|39.47\|40.12\|37.20\|807034;2026-05-18\|37.30\|-1.84\|37.91\|37.98\|36.55\|664292;2026-05-19\|38.54\|3.32\|37.33\|38.80\|35.70\|787567;2026-05-20\|39.70\|3.01\|39.07\|40.19\|38.10\|743428;2026-05-21\|36.67\|-7.63\|39.77\|41.93\|36.42\|1469169;2026-05-22\|40.34\|10.01\|38.00\|40.34\|37.15\|1097994;2026-05-25\|40.14\|-0.50\|40.61\|40.70\|38.22\|1162627;2026-05-26\|39.30\|-2.09\|40.04\|40.47\|38.36\|759193;2026-05-27\|42.05\|7.00\|39.30\|42.88\|39.00\|1253273;2026-05-28\|43.73\|4.00\|42.10\|44.30\|41.69\|962280;2026-05-29\|39.36\|-9.99\|43.75\|43.79\|39.36\|1059853;2026-06-01\|36.53\|-7.19\|38.52\|39.27\|36.19\|1001892;2026-06-02\|37.27\|2.03\|36.90\|38.06\|35.50\|736854;2026-06-03\|36.85\|-0.59\|37.38\|38.61\|36.10\|824728;2026-06-04\|37.18\|0.90\|35.90\|37.59\|35.70\|684697;2026-06-05\|36.22\|-2.58\|36.77\|37.99\|35.10\|728733;2026-06-08\|34.23\|-5.49\|34.48\|36.19\|34.08\|720478;2026-06-09\|35.76\|4.47\|34.76\|35.85\|34.00\|492379;2026-06-10\|34.09\|-4.67\|35.05\|35.10\|33.20\|490473;2026-06-11\|33.18\|-2.67\|34.00\|34.34\|32.75\|535366;2026-06-12\|32.39\|-2.38\|33.97\|34.36\|32.26\|576288;2026-06-15\|34.46\|6.39\|33.00\|34.59\|32.86\|728442;2026-06-16\|35.87\|4.09\|34.99\|36.64\|34.60\|654911;2026-06-17\|35.73\|-0.39\|35.30\|37.03\|35.06\|596601;2026-06-18\|36.94\|3.39\|35.75\|37.41\|35.60\|754079;2026-06-22\|35.53\|-3.82\|36.98\|37.31\|34.53\|829007;2026-06-23\|34.04\|-4.19\|35.20\|36.40\|33.77\|608481;2026-06-24\|36.01\|5.79\|34.05\|36.39\|33.52\|781629;2026-06-25\|36.41\|1.11\|35.91\|36.84\|35.20\|740238;2026-06-26\|35.83\|-1.59\|35.76\|36.86\|34.22\|947299;2026-06-29\|32.25\|-9.99\|35.80\|37.18\|32.25\|1103133;2026-06-30\|35.48\|10.02\|35.35\|35.48\|35.35\|390847;2026-07-01\|39.03\|10.01\|39.03\|39.03\|39.03\|146761;2026-07-02\|39.02\|-0.03\|40.00\|42.18\|38.23\|2598369;2026-07-03\|36.98\|-5.23\|39.24\|39.86\|36.90\|1581334;2026-07-06\|35.55\|-3.87\|36.06\|38.09\|35.30\|1117490;2026-07-07\|34.17\|-3.88\|35.27\|35.88\|33.09\|796391;2026-07-08\|32.04\|-6.23\|34.51\|34.75\|31.89\|820695;2026-07-09\|32.88\|2.62\|32.61\|32.98\|30.70\|702328;2026-07-10\|30.91\|-5.99\|33.01\|33.99\|30.87\|734017;2026-07-13\|29.66\|-4.04\|30.70\|31.28\|29.40\|619406;2026-07-14\|31.26\|5.39\|30.10\|31.34\|28.79\|696509;2026-07-15\|29.78\|-4.73\|31.30\|31.99\|29.51\|549656;2026-07-16\|28.98\|-2.69\|29.45\|30.77\|28.70\|549942;2026-07-17\|26.65\|-8.04\|29.19\|29.39\|26.31\|622194;2026-07-20\|25.05\|-6.00\|27.20\|27.47\|24.21\|752827;2026-07-21\|27.56\|10.02\|25.48\|27.56\|24.60\|854336;2026-07-22\|26.95\|-2.21\|27.56\|28.47\|26.73\|670966;2026-07-23\|27.01\|0.22\|27.21\|27.67\|26.55\|382831;2026-07-24\|27.35\|1.26\|26.60\|28.15\|26.15\|601717;2026-07-27\|27.73\|1.39\|27.18\|27.88\|26.56\|478394;2026-07-28\|26.10\|-5.88\|27.06\|27.67\|25.95\|481643;2026-07-29\|26.35\|0.96\|26.07\|26.68\|25.52\|502832;2026-07-30\|24.69\|-6.30\|26.20\|26.56\|24.03\|655134;2026-07-31\|25.29\|2.43\|26.00\|26.48\|25.18\|582139;2026-08-03\|24.71\|-2.29\|25.36\|25.64\|24.58\|499109;2026-08-04\|25.91\|4.86\|24.96\|26.19\|24.85\|493814;2026-08-05\|27.14\|4.75\|25.51\|27.20\|25.45\|645579;2026-08-06\|27.32\|0.66\|26.65\|27.85\|26.36\|540703;2026-08-07\|27.63\|1.13\|27.28\|27.90\|26.70\|520838;2026-08-10\|26.93\|-2.53\|27.65\|27.69\|26.48\|480645;2026-08-11\|27.10\|0.63\|26.71\|27.49\|26.40\|383605;2026-08-12\|27.55\|1.66\|27.00\|27.79\|26.91\|337346;2026-08-13\|26.96\|-2.14\|27.90\|28.32\|26.70\|394916;2026-08-14\|27.62\|2.45\|27.08\|27.99\|27.08\|368624;2026-08-17\|29.10\|5.36\|27.63\|29.13\|27.51\|532162;2026-08-18\|29.00\|-0.34\|28.98\|29.50\|28.17\|508035;2026-08-19\|26.63\|-8.17\|28.12\|28.38\|26.45\|611513;2026-08-20\|27.13\|1.88\|27.13\|27.62\|26.63\|354106;2026-08-21\|27.48\|1.29\|26.99\|27.99\|26.65\|394481;2026-08-24\|25.24\|-8.15\|27.30\|27.33\|24.76\|717485;2026-08-25\|25.37\|0.52\|24.87\|25.63\|24.08\|435339;2026-08-26\|26.04\|2.64\|25.50\|26.20\|24.95\|344783;2026-08-27\|26.81\|2.96\|26.10\|26.93\|25.77\|363564;2026-08-28\|26.12\|-2.57\|26.80\|27.28\|26.10\|449065;2026-08-31\|26.71\|2.26\|25.72\|26.74\|25.50\|290389;2026-09-01\|26.00\|-2.66\|26.70\|26.86\|25.98\|292853;2026-09-02\|25.69\|-1.19\|25.67\|26.01\|25.48\|227575;2026-09-03\|25.63\|-0.23\|25.86\|26.23\|25.28\|228665;2026-09-04\|24.89\|-2.89\|25.81\|26.14\|24.67\|333596;2026-09-07\|25.79\|3.62\|24.98\|26.13\|24.93\|356845;2026-09-08\|25.22\|-1.83\|25.69\|25.79\|25.12\|247960;2026-09-09\|25.49\|1.07\|25.41\|25.85\|25.19\|277760;2026-09-10\|25.12\|-1.45\|25.10\|25.35\|24.91\|184859;2026-09-11\|24.68\|-1.75\|24.88\|24.99\|24.13\|294882
121097		CPO+商业航天+Micro LED+玻璃基板行业原因： 1、据上海证券报3月3日报道，英伟达与Lumentum、Coherent签署多年战略协议并投入40亿美元，锁定硅光子及CPO产能。 2、英伟达GTC 2026大会将于3月16日举行，业界推测，大会预计将集中展示新一代GPU架构Rubin平台，以及下一代Feynman架构的GPU、CPO交换机、电源架构升级以及液冷散热等关键技术进展。公司原因： 1、据2025年2月2日互动易，公司子公司通格微是全球极少数掌握玻璃基TGV全制程工艺并实现产业化的公司，产品应用于通信5g-A/6G、光模块CPO封装、半导体先进封装等。公司玻璃基1.6T光模块/CPO产品已完成小批量送样，目前正协同客户进行测试与验证。 2、据2026年2月2日互动易，公司自主研发的CPI膜材搭配特种防护镀膜，已携手头部商业航天客户，成功实现卫星柔性太阳翼的在轨应用；同时，公司正与多家柔性太阳翼相关客户推进业务对接及产品测试工作，整体进展顺利。 3、据2025年半年度报告，公司建成全球首条玻璃基TGV多层线路板生产线，玻璃基线路板在Mini/Micro LED、5G-A/6G、半导体先进封装等多领域同步推进。	公司光模块/CPO玻璃基封装载板已批量送样，与北极雄芯战略合作开发AI芯片玻璃基先进封装	2026-05-07\|68.60\|2.69\|68.56\|70.11\|64.68\|349897;2026-05-08\|72.75\|6.05\|66.30\|74.00\|65.00\|341326;2026-05-11\|80.03\|10.01\|74.08\|80.03\|73.67\|257227;2026-05-12\|81.76\|2.16\|82.18\|86.03\|78.00\|376515;2026-05-13\|88.10\|7.75\|78.98\|88.88\|78.98\|303317;2026-05-14\|83.32\|-5.43\|88.30\|88.88\|81.09\|329717;2026-05-15\|74.99\|-10.00\|74.99\|74.99\|74.99\|23736;2026-05-18\|67.49\|-10.00\|67.49\|67.49\|67.49\|12333;2026-05-19\|70.73\|4.80\|61.39\|74.00\|61.39\|443165;2026-05-20\|77.76\|9.94\|67.99\|77.80\|67.19\|337459;2026-05-21\|81.02\|4.19\|83.02\|85.54\|79.88\|363687;2026-05-22\|80.00\|-1.26\|81.00\|84.95\|75.60\|303885;2026-05-25\|83.22\|4.03\|80.00\|87.09\|79.99\|269293;2026-05-26\|91.54\|10.00\|85.79\|91.54\|83.93\|208462;2026-05-27\|99.99\|9.23\|97.55\|100.69\|96.77\|407247;2026-05-28\|109.99\|10.00\|98.01\|109.99\|97.02\|270031;2026-05-29\|104.08\|-5.37\|112.00\|114.90\|98.99\|430963;2026-06-01\|114.49\|10.00\|110.00\|114.49\|109.23\|121842;2026-06-02\|122.00\|6.56\|118.21\|123.44\|110.61\|430032;2026-06-03\|118.82\|-2.61\|120.00\|128.78\|115.23\|362677;2026-06-04\|122.40\|3.01\|113.90\|126.66\|107.11\|333219;2026-06-05\|132.40\|8.17\|122.30\|134.64\|122.30\|357753;2026-06-08\|136.50\|3.10\|129.76\|144.05\|125.80\|377372;2026-06-09\|150.15\|10.00\|137.00\|150.15\|131.00\|335116;2026-06-10\|154.96\|3.20\|145.08\|158.80\|141.22\|347595;2026-06-11\|139.46\|-10.00\|150.01\|157.88\|139.46\|295293;2026-06-12\|129.80\|-6.93\|137.07\|149.87\|125.51\|546066;2026-06-15\|137.30\|5.78\|128.51\|138.88\|119.00\|379898;2026-06-16\|151.03\|10.00\|137.00\|151.03\|137.00\|268238;2026-06-17\|166.13\|10.00\|155.68\|166.13\|155.68\|119381;2026-06-18\|164.70\|-0.86\|171.11\|172.99\|150.00\|339157;2026-06-22\|172.02\|4.44\|172.70\|180.60\|163.60\|308238;2026-06-23\|172.15\|0.08\|172.06\|184.37\|164.10\|304393;2026-06-24\|167.37\|-2.78\|168.88\|172.99\|160.11\|287667;2026-06-25\|171.99\|2.76\|172.88\|175.00\|160.97\|305076;2026-06-26\|178.00\|3.49\|167.00\|188.00\|164.86\|313090;2026-06-29\|163.35\|-8.23\|178.50\|184.09\|160.20\|294954;2026-06-30\|162.97\|-0.23\|161.77\|173.57\|151.10\|296855;2026-07-01\|148.50\|-8.88\|157.01\|161.86\|147.00\|337604;2026-07-02\|137.81\|-7.20\|140.00\|148.00\|133.65\|263321;2026-07-03\|137.10\|-0.52\|136.01\|143.00\|132.90\|205080;2026-07-06\|123.39\|-10.00\|135.46\|138.39\|123.39\|226410;2026-07-07\|120.69\|-2.19\|122.49\|125.54\|118.30\|172409;2026-07-08\|122.37\|1.39\|121.00\|129.00\|120.50\|235616;2026-07-09\|125.60\|2.64\|123.98\|127.00\|116.51\|239378;2026-07-10\|118.14\|-5.94\|129.06\|136.66\|118.14\|301869;2026-07-13\|108.03\|-8.56\|116.02\|119.14\|107.67\|224916;2026-07-14\|109.80\|1.64\|108.03\|111.32\|102.29\|203473;2026-07-15\|100.05\|-8.88\|110.00\|111.80\|99.80\|150776;2026-07-16\|95.00\|-5.05\|99.58\|103.00\|93.23\|146922;2026-07-17\|85.50\|-10.00\|95.00\|96.00\|85.50\|149510;2026-07-20\|76.95\|-10.00\|88.00\|89.50\|76.95\|196438;2026-07-21\|84.65\|10.01\|78.05\|84.65\|69.26\|261398;2026-07-22\|83.48\|-1.38\|84.90\|88.28\|82.38\|217332;2026-07-23\|82.60\|-1.05\|84.82\|89.25\|81.85\|169242;2026-07-24\|79.88\|-3.29\|81.42\|83.16\|79.00\|133165;2026-07-27\|86.00\|7.66\|81.40\|86.50\|77.34\|167749;2026-07-28\|78.50\|-8.72\|84.24\|86.91\|77.50\|150467;2026-07-29\|74.36\|-5.27\|77.50\|79.30\|71.20\|186118;2026-07-30\|66.92\|-10.01\|73.89\|75.08\|66.92\|158804;2026-07-31\|68.80\|2.81\|72.00\|73.61\|68.76\|206210;2026-08-03\|64.94\|-5.61\|66.83\|69.78\|64.69\|150771;2026-08-04\|71.43\|9.99\|66.56\|71.43\|65.50\|108092;2026-08-05\|78.57\|10.00\|73.53\|78.57\|73.53\|102380;2026-08-06\|86.43\|10.00\|81.58\|86.43\|80.98\|134151;2026-08-07\|95.07\|10.00\|93.06\|95.07\|91.78\|218905;2026-08-10\|95.63\|0.59\|98.82\|99.40\|90.26\|345979;2026-08-11\|95.41\|-0.23\|95.67\|99.97\|92.79\|248838;2026-08-12\|98.10\|2.82\|97.32\|99.80\|95.88\|212484;2026-08-13\|93.80\|-4.38\|99.87\|101.00\|93.55\|232036;2026-08-14\|94.99\|1.27\|94.07\|96.00\|92.35\|142640;2026-08-17\|104.49\|10.00\|96.84\|104.49\|96.32\|65636;2026-08-18\|112.00\|7.19\|114.94\|114.94\|109.00\|395401;2026-08-19\|107.91\|-3.65\|107.10\|117.20\|106.00\|371760;2026-08-20\|103.24\|-4.33\|110.00\|110.61\|99.16\|255929;2026-08-21\|100.99\|-2.18\|103.01\|103.61\|98.20\|195799;2026-08-24\|94.58\|-6.35\|101.98\|102.00\|90.90\|215966;2026-08-25\|95.88\|1.37\|90.07\|96.59\|88.81\|169710;2026-08-26\|93.32\|-2.67\|95.00\|96.76\|90.50\|151084;2026-08-27\|98.46\|5.51\|96.00\|99.00\|93.08\|200624;2026-08-28\|94.78\|-3.74\|97.01\|101.00\|94.75\|164915;2026-08-31\|95.48\|0.74\|92.58\|95.79\|91.51\|121294;2026-09-01\|89.99\|-5.75\|95.50\|95.53\|89.77\|124357;2026-09-02\|87.85\|-2.38\|88.51\|89.60\|86.93\|96621;2026-09-03\|87.80\|-0.06\|88.87\|91.00\|86.20\|92236;2026-09-04\|84.23\|-4.07\|88.78\|92.55\|83.25\|124396;2026-09-07\|90.05\|6.91\|86.32\|92.65\|86.32\|245122;2026-09-08\|86.70\|-3.72\|90.04\|91.50\|85.74\|194183;2026-09-09\|86.01\|-0.80\|89.90\|91.75\|85.31\|191338;2026-09-10\|87.11\|1.28\|85.55\|90.65\|83.50\|187475;2026-09-11\|84.20\|-3.34\|84.67\|87.40\|80.84\|156187
121096	智谱落地1GW级国产AI算力数据中心建设；月之暗面Kimi称算力紧缺，暂停C端新用户订阅	燃气轮机+北美数据中心+油气装备行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2026年4月2日公告，全资子公司GPS再签30,140万美元燃气轮机发电机组合同，为北美数据中心供电，占2024年营收15.58%，系2025年11月以来第六份同类订单，累计北美燃气轮机订单金额约11.3亿美元。 2、据2025年4月10日年报及2025年6月18日投资者关系活动记录表，公司形成“油气+新能源”双主业，燃气发电装备覆盖全产业链，2024年海外收入占比45.20%。 3、据2025年12月17日投资者关系活动记录表及2026年2月25日机构调研，公司在北美具备燃气轮机发电设备总装产能，迪拜基地在建，可弹性调节海内外产能保障交付。	公司签署北美数据中心发电机组销售合同，合同金额超1亿美元，标志着公司模块化、智能化发电解决方案成功进入北美高端电力市场	2026-05-07\|150.80\|0.51\|149.96\|151.99\|144.20\|159412;2026-05-08\|146.38\|-2.93\|149.00\|149.60\|142.79\|176352;2026-05-11\|144.72\|-1.13\|146.40\|147.20\|140.10\|212247;2026-05-12\|143.80\|-0.64\|144.72\|146.26\|140.00\|163394;2026-05-13\|148.95\|3.58\|142.88\|151.70\|139.81\|176210;2026-05-14\|138.67\|-6.90\|146.51\|148.77\|138.00\|201214;2026-05-15\|137.86\|-0.58\|141.16\|144.76\|136.80\|165154;2026-05-18\|139.15\|0.94\|136.08\|141.75\|134.96\|136889;2026-05-19\|138.81\|-0.24\|137.95\|140.48\|135.28\|118924;2026-05-20\|136.03\|-2.00\|140.00\|141.90\|132.18\|172068;2026-05-21\|132.98\|-2.24\|137.50\|139.80\|132.88\|137462;2026-05-22\|133.25\|0.20\|133.20\|136.50\|131.23\|183946;2026-05-25\|137.35\|3.08\|133.69\|137.61\|130.75\|182626;2026-05-26\|134.05\|-2.40\|138.58\|138.70\|132.00\|143061;2026-05-27\|141.46\|5.53\|138.00\|144.75\|138.00\|245474;2026-05-28\|148.08\|4.68\|142.00\|149.45\|140.08\|207036;2026-05-29\|140.40\|-5.19\|147.80\|147.98\|139.23\|191741;2026-06-01\|147.00\|4.70\|143.00\|154.44\|142.56\|248028;2026-06-02\|148.09\|0.74\|147.70\|150.74\|142.66\|195591;2026-06-03\|143.04\|-3.41\|148.09\|151.99\|141.58\|210667;2026-06-04\|157.34\|10.00\|143.25\|157.34\|141.68\|246241;2026-06-05\|151.38\|-3.79\|162.98\|162.98\|150.01\|299090;2026-06-08\|147.22\|-2.30\|141.52\|149.20\|140.28\|217070;2026-06-09\|151.42\|2.85\|151.80\|153.02\|144.46\|166286;2026-06-10\|144.80\|-4.37\|147.50\|149.00\|136.28\|476224;2026-06-11\|145.01\|0.14\|140.93\|149.32\|139.60\|237856;2026-06-12\|144.90\|-0.08\|152.26\|158.00\|144.90\|298977;2026-06-15\|154.87\|6.88\|146.01\|155.55\|144.08\|233726;2026-06-16\|152.51\|-1.52\|153.33\|159.48\|151.87\|177929;2026-06-17\|157.65\|3.37\|151.00\|159.99\|150.53\|144060;2026-06-18\|164.22\|4.17\|160.49\|172.77\|159.28\|191077;2026-06-22\|173.66\|5.75\|164.01\|175.50\|164.01\|171390;2026-06-23\|164.70\|-5.16\|173.66\|175.50\|164.22\|130301;2026-06-24\|159.14\|-3.38\|163.90\|166.52\|158.64\|154162;2026-06-25\|163.51\|2.75\|159.19\|167.99\|159.19\|147622;2026-06-26\|161.53\|-1.21\|163.00\|166.70\|160.03\|115972;2026-06-29\|150.69\|-6.71\|163.17\|165.63\|145.40\|268314;2026-06-30\|152.50\|1.20\|151.49\|156.98\|150.92\|147242;2026-07-01\|154.64\|1.40\|154.09\|162.48\|153.44\|138526;2026-07-02\|146.78\|-5.08\|146.39\|152.70\|144.73\|142228;2026-07-03\|161.46\|10.00\|146.00\|161.46\|146.00\|163289;2026-07-06\|171.11\|5.98\|164.88\|176.59\|161.88\|237108;2026-07-07\|168.81\|-1.34\|172.92\|174.77\|165.23\|149764;2026-07-08\|157.99\|-6.41\|169.00\|172.39\|157.86\|136691;2026-07-09\|168.00\|6.34\|161.86\|168.48\|158.58\|169005;2026-07-10\|151.20\|-10.00\|170.00\|170.00\|151.20\|197554;2026-07-13\|138.79\|-8.21\|147.93\|152.28\|136.90\|243661;2026-07-14\|144.74\|4.29\|138.09\|144.90\|136.07\|184149;2026-07-15\|134.55\|-7.04\|147.34\|147.70\|132.66\|218354;2026-07-16\|130.50\|-3.01\|133.74\|135.89\|128.68\|163329;2026-07-17\|117.45\|-10.00\|130.22\|130.44\|117.45\|283372;2026-07-20\|114.77\|-2.28\|120.00\|120.98\|110.25\|267268;2026-07-21\|126.01\|9.79\|116.00\|126.25\|105.00\|384398;2026-07-22\|122.83\|-2.52\|126.00\|129.20\|120.23\|198153;2026-07-23\|135.11\|10.00\|135.11\|135.11\|135.11\|29083;2026-07-24\|137.29\|1.61\|148.00\|148.00\|136.34\|429491;2026-07-27\|151.02\|10.00\|139.17\|151.02\|135.00\|306842;2026-07-28\|135.92\|-10.00\|144.00\|146.28\|135.92\|245056;2026-07-29\|139.70\|2.78\|136.56\|143.18\|134.00\|240303;2026-07-30\|125.73\|-10.00\|140.71\|142.00\|125.73\|255848;2026-07-31\|134.70\|7.13\|135.08\|138.30\|133.00\|284237;2026-08-03\|130.75\|-2.93\|134.00\|137.18\|128.64\|162959;2026-08-04\|141.82\|8.47\|133.00\|143.30\|131.80\|160616;2026-08-05\|148.99\|5.06\|138.00\|151.33\|137.87\|197077;2026-08-06\|144.57\|-2.97\|146.00\|151.97\|142.80\|164585;2026-08-07\|145.12\|0.38\|144.57\|147.76\|143.33\|123942;2026-08-10\|145.85\|0.50\|147.50\|153.63\|141.00\|121140;2026-08-11\|144.39\|-1.00\|142.85\|147.17\|141.99\|82466;2026-08-12\|140.80\|-2.49\|144.38\|146.35\|139.59\|149813;2026-08-13\|144.58\|2.68\|142.25\|147.51\|138.75\|205940;2026-08-14\|150.99\|4.43\|146.55\|154.45\|143.50\|278555;2026-08-17\|166.09\|10.00\|151.03\|166.09\|149.10\|210773;2026-08-18\|162.55\|-2.13\|168.98\|170.50\|160.00\|263683;2026-08-19\|150.50\|-7.41\|157.00\|161.50\|148.60\|248100;2026-08-20\|153.25\|1.83\|152.76\|155.45\|148.60\|171411;2026-08-21\|152.50\|-0.49\|152.47\|157.23\|150.58\|131317;2026-08-24\|142.48\|-6.57\|154.44\|154.44\|139.00\|171077;2026-08-25\|141.38\|-0.77\|139.86\|144.05\|138.50\|114250;2026-08-26\|137.50\|-2.74\|142.11\|143.77\|136.64\|125550;2026-08-27\|136.24\|-0.92\|134.19\|139.53\|131.19\|257520;2026-08-28\|130.92\|-3.90\|135.00\|135.00\|128.30\|235562;2026-08-31\|130.26\|-0.50\|130.96\|134.80\|126.72\|204319;2026-09-01\|127.50\|-2.12\|128.66\|130.02\|126.08\|125153;2026-09-02\|123.57\|-3.08\|126.88\|127.63\|123.01\|128872;2026-09-03\|123.94\|0.30\|125.08\|125.70\|122.10\|99646;2026-09-04\|125.42\|1.19\|126.98\|131.88\|124.30\|191575;2026-09-07\|125.36\|-0.05\|127.50\|127.70\|123.58\|215829;2026-09-08\|125.78\|0.34\|126.00\|131.88\|124.40\|225625;2026-09-09\|125.70\|-0.06\|126.73\|130.38\|125.22\|169130;2026-09-10\|122.11\|-2.86\|123.90\|123.99\|120.15\|162119;2026-09-11\|118.85\|-2.55\|120.10\|120.50\|115.55\|161008
121095	智谱落地1GW级国产AI算力数据中心建设；月之暗面Kimi称算力紧缺，暂停C端新用户订阅	算力租赁+5G消息+通信运维+亏损收窄行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2025年半年度报告，子公司海南博创云天科技有限公司主营算力销售。 2、据2026年4月21日年度报告，公司深耕信息智能传输与通信网络维护，拥有覆盖全国的三网短信通道资源，服务京东等头部客户，并布局5G消息、RCS及算力网络场景。 3、据2026年4月30日一季报，公司一季度亏损同比收窄22.06%，股东户数环比增加13.52%，资金关注度提升。	1、公司上半年业绩同比扭亏，主要系“持续实施降本增效举措，优化人员配置，削减租赁开支，有效降低期间费用，推动利润较去年同期小幅增长”； 2、公司申请名称一种通过插片式安装的光通信无源器件专利，全资子公司海南博创云天经营范围包含算力销售	2026-05-07\|5.35\|10.08\|5.28\|5.35\|5.27\|487884;2026-05-08\|5.41\|1.12\|5.66\|5.89\|5.34\|2824980;2026-05-11\|5.26\|-2.77\|5.46\|5.55\|5.21\|1934485;2026-05-12\|5.06\|-3.80\|5.37\|5.45\|5.03\|1383160;2026-05-13\|5.57\|10.08\|5.00\|5.57\|5.00\|1564014;2026-05-14\|5.32\|-4.49\|5.80\|5.85\|5.30\|1905961;2026-05-15\|5.15\|-3.20\|5.25\|5.39\|5.03\|1382060;2026-05-18\|4.84\|-6.02\|5.11\|5.35\|4.69\|1417463;2026-05-19\|4.70\|-2.89\|4.67\|4.81\|4.51\|1011741;2026-05-20\|4.45\|-5.32\|4.64\|4.66\|4.33\|998027;2026-05-21\|4.05\|-8.99\|4.46\|4.49\|4.03\|1146991;2026-05-22\|4.23\|4.44\|4.15\|4.27\|4.00\|874276;2026-05-25\|4.13\|-2.36\|4.26\|4.29\|4.06\|772113;2026-05-26\|3.94\|-4.60\|4.01\|4.02\|3.83\|668494;2026-05-27\|3.91\|-0.76\|3.94\|3.97\|3.77\|544001;2026-05-28\|4.30\|9.97\|3.92\|4.30\|3.91\|383776;2026-05-29\|4.04\|-6.05\|4.28\|4.28\|3.97\|1178251;2026-06-01\|4.01\|-0.74\|3.97\|4.11\|3.87\|655140;2026-06-02\|3.91\|-2.49\|4.00\|4.00\|3.70\|751689;2026-06-03\|3.95\|1.02\|3.88\|4.16\|3.84\|918004;2026-06-04\|3.82\|-3.29\|3.81\|3.93\|3.78\|559472;2026-06-05\|3.76\|-1.57\|3.79\|3.85\|3.71\|454674;2026-06-08\|3.62\|-3.72\|3.65\|3.78\|3.55\|440987;2026-06-09\|3.67\|1.38\|3.71\|3.74\|3.62\|307302;2026-06-10\|3.58\|-2.45\|3.68\|3.82\|3.56\|533008;2026-06-11\|3.51\|-1.96\|3.55\|3.57\|3.45\|430084;2026-06-12\|3.49\|-0.57\|3.58\|3.60\|3.47\|359927;2026-06-15\|3.55\|1.72\|3.53\|3.67\|3.50\|321719;2026-06-16\|3.77\|6.20\|3.55\|3.78\|3.46\|593363;2026-06-17\|3.65\|-3.18\|3.72\|3.72\|3.61\|395588;2026-06-18\|4.02\|10.14\|4.02\|4.02\|3.91\|461350;2026-06-22\|4.26\|5.97\|3.95\|4.36\|3.88\|1503619;2026-06-23\|3.94\|-7.51\|4.09\|4.09\|3.87\|907045;2026-06-24\|3.80\|-3.55\|3.76\|3.90\|3.67\|622790;2026-06-25\|3.59\|-5.53\|3.76\|3.78\|3.54\|560292;2026-06-26\|3.37\|-6.13\|3.53\|3.54\|3.34\|517339;2026-06-29\|3.33\|-1.19\|3.36\|3.44\|3.27\|413359;2026-06-30\|3.37\|1.20\|3.32\|3.41\|3.26\|332275;2026-07-01\|3.42\|1.48\|3.39\|3.47\|3.31\|438979;2026-07-02\|3.30\|-3.51\|3.40\|3.49\|3.28\|419608;2026-07-03\|3.28\|-0.61\|3.32\|3.36\|3.28\|289364;2026-07-06\|3.13\|-4.57\|3.29\|3.32\|3.11\|338061;2026-07-07\|3.03\|-3.19\|3.14\|3.15\|2.99\|280497;2026-07-08\|3.03\|0.00\|3.07\|3.07\|2.96\|241858;2026-07-09\|3.02\|-0.33\|3.03\|3.05\|2.92\|277392;2026-07-10\|3.09\|2.32\|3.02\|3.20\|2.98\|448109;2026-07-13\|2.98\|-3.56\|3.09\|3.30\|2.95\|502948;2026-07-14\|2.99\|0.34\|2.93\|3.02\|2.85\|335356;2026-07-15\|3.29\|10.03\|3.27\|3.29\|3.27\|258397;2026-07-16\|3.34\|1.52\|3.25\|3.50\|3.16\|972668;2026-07-17\|3.14\|-5.99\|3.22\|3.31\|3.06\|628245;2026-07-20\|3.45\|9.87\|3.22\|3.45\|3.22\|424396;2026-07-21\|3.80\|10.14\|3.53\|3.80\|3.46\|698662;2026-07-22\|3.99\|5.00\|4.16\|4.16\|3.78\|1912631;2026-07-23\|3.83\|-4.01\|3.88\|4.05\|3.75\|1516779;2026-07-24\|3.58\|-6.53\|3.64\|3.77\|3.56\|1057575;2026-07-27\|3.69\|3.07\|3.55\|3.70\|3.49\|812024;2026-07-28\|3.67\|-0.54\|3.63\|3.80\|3.59\|672580;2026-07-29\|3.67\|0.00\|3.69\|3.71\|3.53\|573738;2026-07-30\|3.45\|-5.99\|3.66\|3.67\|3.44\|514402;2026-07-31\|3.68\|6.67\|3.60\|3.78\|3.60\|778914;2026-08-03\|3.75\|1.90\|3.69\|3.81\|3.67\|475468;2026-08-04\|3.92\|4.53\|3.81\|4.05\|3.81\|679626;2026-08-05\|3.92\|0.00\|3.89\|3.95\|3.85\|540221;2026-08-06\|4.12\|5.10\|3.88\|4.31\|3.85\|1422720;2026-08-07\|3.98\|-3.40\|4.13\|4.14\|3.90\|1008553;2026-08-10\|4.00\|0.50\|3.93\|4.02\|3.85\|529694;2026-08-11\|3.98\|-0.50\|4.06\|4.07\|3.95\|449445;2026-08-12\|4.08\|2.51\|4.01\|4.14\|3.95\|613028;2026-08-13\|4.11\|0.74\|4.18\|4.48\|4.10\|1157864;2026-08-14\|4.07\|-0.97\|4.08\|4.17\|3.96\|719951;2026-08-17\|4.07\|0.00\|4.05\|4.08\|3.96\|496124;2026-08-18\|3.97\|-2.46\|4.06\|4.07\|3.94\|413861;2026-08-19\|3.72\|-6.30\|3.89\|3.95\|3.68\|464149;2026-08-20\|3.82\|2.69\|3.75\|3.86\|3.71\|309555;2026-08-21\|3.86\|1.05\|3.78\|3.88\|3.70\|267230;2026-08-24\|3.89\|0.78\|3.88\|3.95\|3.80\|352120;2026-08-25\|4.01\|3.08\|3.85\|4.05\|3.82\|564484;2026-08-26\|4.02\|0.25\|4.00\|4.06\|3.93\|435964;2026-08-27\|4.04\|0.50\|4.02\|4.07\|4.00\|399027;2026-08-28\|4.02\|-0.49\|4.04\|4.06\|3.99\|329841;2026-08-31\|4.02\|0.00\|3.98\|4.02\|3.92\|281427;2026-09-01\|4.07\|1.24\|4.04\|4.10\|4.00\|363819;2026-09-02\|4.07\|0.00\|4.03\|4.11\|4.00\|289227;2026-09-03\|3.99\|-1.97\|4.08\|4.11\|3.96\|315313;2026-09-04\|3.99\|0.00\|4.02\|4.10\|3.98\|341474;2026-09-07\|3.95\|-1.00\|4.00\|4.03\|3.94\|257879;2026-09-08\|4.01\|1.52\|3.97\|4.04\|3.94\|257551;2026-09-09\|3.98\|-0.75\|3.98\|4.16\|3.96\|288193;2026-09-10\|4.20\|5.53\|3.95\|4.38\|3.88\|1374096;2026-09-11\|4.10\|-2.38\|4.06\|4.17\|4.02\|904922
121094	智谱落地1GW级国产AI算力数据中心建设；月之暗面Kimi称算力紧缺，暂停C端新用户订阅	数字能源代工+Robobus自动驾驶方案+年报增长 1、据2026年3月31日年报，公司越南智能工厂已建成投产多条专用产线，成功导入行业知名海外厂商多个型号不间断电源UPS产品并实现批量交付，数字能源产品生产加工业务稳步推进。 2、据2026年4月28日投资者关系活动记录表，公司Robobus自动驾驶产品主要适用于景区、城市道路、机场等固定接驳线路，今年将着力推动国内外标杆项目落地；据2026年4月16日投资者关系活动记录表，公司重点推动Robobus解决方案在日本、中国、新加坡、欧洲等地区的落地应用。 3、据2026年3月31日年报，公司2025年主营业务实现营收24.29亿元，同比增长23.06%；归母净利润3.83亿元，同比增长31.95%；境外营收占比达61.64%，海外市场持续拓展。	1、公司于近期成立了“数智装备产品事业部”，发展新一代算力中心配套产品相关业务； 2、商用车车联网龙头，全球车载视频监控市占率第二；公司已将自动驾驶确立为核心成长方向，AEBS、ADAS等产品已量产，并依托全球营销网络加速Robobus等L2+方案落地 3、公司多模态具身 VLM---SafeGPT认知大模型，与主动安全相比，风险感知能力提升30倍，高风险识别能力提升70%	2026-05-07\|75.57\|7.15\|70.54\|76.69\|70.13\|111482;2026-05-08\|75.83\|0.34\|74.39\|77.00\|73.17\|81458;2026-05-11\|75.45\|-0.50\|76.20\|77.91\|73.50\|92827;2026-05-12\|74.41\|-1.38\|74.98\|76.38\|73.38\|69453;2026-05-13\|79.15\|6.37\|74.06\|80.30\|72.86\|94129;2026-05-14\|75.12\|-5.09\|78.88\|79.99\|75.00\|65359;2026-05-15\|73.52\|-2.13\|75.14\|76.20\|72.62\|62792;2026-05-18\|72.88\|-0.87\|73.02\|73.69\|72.02\|53889;2026-05-19\|72.89\|0.01\|72.61\|73.75\|70.68\|43677;2026-05-20\|73.10\|0.29\|72.90\|73.74\|70.91\|51064;2026-05-21\|71.21\|-2.59\|73.50\|76.76\|70.90\|82831;2026-05-22\|72.45\|1.74\|72.00\|73.47\|70.35\|57672;2026-05-25\|70.72\|-2.39\|73.05\|74.00\|69.60\|73401;2026-05-26\|67.25\|-4.91\|70.50\|70.50\|66.37\|80786;2026-05-27\|66.60\|-0.97\|68.70\|69.44\|66.19\|64424;2026-05-28\|67.43\|1.25\|66.01\|67.58\|64.70\|57242;2026-05-29\|63.30\|-6.12\|67.06\|67.50\|62.32\|57381;2026-06-01\|62.85\|-0.71\|63.50\|64.80\|62.42\|44230;2026-06-02\|63.20\|0.56\|62.85\|65.90\|61.73\|45780;2026-06-03\|62.88\|-0.51\|62.90\|66.00\|61.86\|65211;2026-06-04\|63.73\|1.35\|62.64\|64.98\|62.55\|45475;2026-06-05\|62.52\|-1.90\|63.80\|65.80\|61.92\|48661;2026-06-08\|60.75\|-2.83\|61.00\|62.15\|58.68\|51232;2026-06-09\|66.83\|10.01\|62.00\|66.83\|60.20\|78828;2026-06-10\|65.81\|-1.53\|67.90\|70.00\|65.02\|90968;2026-06-11\|63.92\|-2.87\|65.48\|65.93\|63.13\|47678;2026-06-12\|62.00\|-3.00\|65.50\|66.38\|62.00\|49427;2026-06-15\|66.28\|6.90\|62.88\|66.44\|62.85\|63511;2026-06-16\|67.49\|1.83\|66.28\|69.58\|65.50\|69659;2026-06-17\|68.32\|1.23\|66.99\|68.50\|66.58\|45330;2026-06-18\|66.45\|-2.74\|68.81\|68.88\|65.78\|54064;2026-06-22\|64.20\|-3.39\|67.11\|67.11\|62.46\|60832;2026-06-23\|63.38\|-1.28\|63.37\|65.88\|62.83\|43424;2026-06-24\|62.33\|-1.66\|63.10\|63.85\|60.10\|51886;2026-06-25\|60.06\|-3.64\|62.36\|63.20\|59.70\|43106;2026-06-26\|55.17\|-8.14\|60.12\|60.49\|55.00\|64129;2026-06-29\|53.29\|-3.41\|55.39\|56.70\|53.07\|45469;2026-06-30\|53.43\|0.26\|53.51\|55.64\|53.00\|52771;2026-07-01\|56.54\|5.82\|53.70\|58.04\|53.16\|67758;2026-07-02\|53.71\|-5.01\|56.40\|56.41\|53.30\|47053;2026-07-03\|54.25\|1.01\|53.72\|55.88\|53.72\|31019;2026-07-06\|53.20\|-1.94\|54.00\|54.17\|51.92\|33356;2026-07-07\|53.76\|1.05\|53.20\|54.64\|52.52\|33914;2026-07-08\|51.08\|-4.99\|53.90\|56.56\|51.01\|37260;2026-07-09\|53.51\|4.76\|51.09\|54.15\|50.85\|42585;2026-07-10\|58.86\|10.00\|54.00\|58.86\|53.60\|71324;2026-07-13\|55.49\|-5.73\|61.98\|61.98\|55.20\|82109;2026-07-14\|55.70\|0.38\|55.80\|57.67\|52.73\|51304;2026-07-15\|53.22\|-4.45\|56.25\|56.25\|52.96\|33437;2026-07-16\|51.80\|-2.67\|53.17\|54.37\|51.67\|38196;2026-07-17\|47.72\|-7.88\|51.30\|51.80\|46.62\|56271;2026-07-20\|45.16\|-5.36\|48.12\|49.08\|44.00\|57603;2026-07-21\|49.68\|10.01\|45.60\|49.68\|42.64\|79621;2026-07-22\|48.01\|-3.36\|49.69\|50.00\|47.89\|50772;2026-07-23\|46.81\|-2.50\|48.53\|48.60\|46.60\|31315;2026-07-24\|45.65\|-2.48\|46.19\|47.88\|45.50\|30896;2026-07-27\|47.60\|4.27\|45.68\|48.16\|45.10\|34824;2026-07-28\|46.10\|-3.15\|46.75\|47.28\|45.33\|26218;2026-07-29\|46.20\|0.22\|46.05\|46.44\|44.15\|34805;2026-07-30\|43.68\|-5.45\|46.00\|46.20\|43.33\|35944;2026-07-31\|47.56\|8.88\|46.47\|48.05\|45.67\|71511;2026-08-03\|48.30\|1.56\|47.90\|48.50\|47.23\|50584;2026-08-04\|49.71\|2.92\|49.16\|50.19\|48.00\|36512;2026-08-05\|53.12\|6.86\|50.21\|54.40\|50.20\|47559;2026-08-06\|53.42\|0.56\|52.33\|54.15\|52.10\|38436;2026-08-07\|51.40\|-3.78\|53.20\|53.40\|50.90\|58484;2026-08-10\|53.20\|3.50\|51.35\|53.40\|51.28\|44932;2026-08-11\|54.54\|2.52\|52.70\|55.48\|52.39\|50136;2026-08-12\|54.93\|0.72\|54.35\|55.98\|53.65\|32695;2026-08-13\|52.19\|-4.99\|55.25\|57.28\|52.12\|47742;2026-08-14\|52.37\|0.34\|52.27\|52.60\|51.18\|25802;2026-08-17\|53.73\|2.60\|52.14\|54.19\|52.00\|40875;2026-08-18\|53.41\|-0.60\|54.74\|54.74\|52.70\|27905;2026-08-19\|49.38\|-7.55\|52.54\|52.54\|49.07\|44473;2026-08-20\|49.70\|0.65\|50.10\|50.61\|49.61\|23983;2026-08-21\|50.46\|1.53\|49.49\|50.79\|48.68\|21025;2026-08-24\|49.76\|-1.39\|50.57\|50.94\|48.74\|21970;2026-08-25\|50.53\|1.55\|49.27\|50.78\|47.97\|28266;2026-08-26\|49.20\|-2.63\|50.48\|51.30\|48.76\|40750;2026-08-27\|49.44\|0.49\|48.88\|50.10\|48.30\|35101;2026-08-28\|48.74\|-1.42\|49.80\|50.85\|48.62\|29292;2026-08-31\|48.68\|-0.12\|47.94\|49.11\|47.51\|25292;2026-09-01\|48.16\|-1.07\|48.93\|50.50\|47.03\|40954;2026-09-02\|46.95\|-2.51\|47.32\|47.88\|46.71\|29645;2026-09-03\|46.46\|-1.04\|47.24\|47.70\|46.10\|31768;2026-09-04\|48.50\|4.39\|47.49\|51.11\|47.00\|119758;2026-09-07\|51.45\|6.08\|49.34\|51.59\|48.24\|111401;2026-09-08\|49.30\|-4.18\|51.00\|51.22\|49.00\|66635;2026-09-09\|47.77\|-3.10\|49.25\|49.59\|47.06\|48180;2026-09-10\|46.20\|-3.29\|47.11\|47.21\|46.00\|33727;2026-09-11\|44.08\|-4.59\|45.71\|45.72\|43.80\|44199
121093	智谱落地1GW级国产AI算力数据中心建设；月之暗面Kimi称算力紧缺，暂停C端新用户订阅	算电协同+东数西算+扭亏为盈+央企行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年3月4日投资者关系活动记录表，公司位于东数西算八大节点中卫市，E 1、E 3、C1数据中心已交付，IT功率约50MW，B 1、B 3、C3土建完成并储备客户，110电站同步建设。 2、据2026年1月31日公告，预计2025年净利润5100–7600万元，同比扭亏，主因关停亏损造纸业务并推进精益运营。 3、据2025年8月19日半年报，公司聚焦绿色低碳数据中心，提供机架出租、网络接入及运维服务，已合作电信、美团、北龙超算等客户。 4、据2025年半年报及2026年3月13日互动易，公司最终控制人为国务院国资委，属中央国有企业。	公司主营业务为数据中心机柜租赁及机房运行维护服务。客户包括电信、美团、并行科技等	2026-05-07\|22.13\|5.78\|21.40\|23.00\|21.10\|2220246;2026-05-08\|22.96\|3.75\|21.93\|23.45\|21.60\|1686330;2026-05-11\|21.84\|-4.88\|22.98\|22.98\|21.70\|1359189;2026-05-12\|21.34\|-2.29\|21.87\|22.06\|21.07\|875152;2026-05-13\|22.47\|5.30\|21.05\|22.80\|20.82\|1386245;2026-05-14\|21.34\|-5.03\|22.51\|22.77\|21.30\|1004399;2026-05-15\|21.04\|-1.41\|21.36\|22.44\|20.80\|977356;2026-05-18\|20.75\|-1.38\|20.94\|21.77\|20.53\|677365;2026-05-19\|21.12\|1.78\|20.55\|21.13\|20.00\|753624;2026-05-20\|20.11\|-4.78\|20.80\|21.08\|20.00\|684405;2026-05-21\|18.65\|-7.26\|19.99\|20.15\|18.50\|807717;2026-05-22\|19.19\|2.90\|18.80\|19.27\|18.27\|588746;2026-05-25\|19.29\|0.52\|19.64\|19.68\|18.81\|561910;2026-05-26\|17.64\|-8.55\|18.86\|18.96\|17.40\|731051;2026-05-27\|16.52\|-6.35\|17.41\|17.42\|16.41\|665806;2026-05-28\|16.85\|2.00\|16.85\|17.13\|16.44\|493065;2026-05-29\|16.07\|-4.63\|16.86\|17.05\|15.96\|539392;2026-06-01\|16.22\|0.93\|16.01\|16.55\|15.92\|373268;2026-06-02\|16.07\|-0.92\|16.35\|16.48\|15.52\|425869;2026-06-03\|16.12\|0.31\|15.94\|16.49\|15.72\|439451;2026-06-04\|15.88\|-1.49\|15.95\|16.26\|15.71\|339541;2026-06-05\|15.69\|-1.20\|15.85\|16.07\|15.41\|347846;2026-06-08\|15.07\|-3.95\|15.12\|15.59\|14.78\|362271;2026-06-09\|15.34\|1.79\|15.31\|15.43\|15.07\|283258;2026-06-10\|16.87\|9.97\|15.67\|16.87\|15.67\|606819;2026-06-11\|15.66\|-7.17\|15.77\|16.46\|15.54\|766637;2026-06-12\|15.29\|-2.36\|15.89\|15.98\|15.18\|532884;2026-06-15\|16.01\|4.71\|15.48\|16.04\|15.40\|530235;2026-06-16\|16.30\|1.81\|16.06\|16.51\|15.70\|551446;2026-06-17\|17.28\|6.01\|16.49\|17.48\|16.18\|954431;2026-06-18\|17.06\|-1.27\|16.89\|17.44\|16.68\|669501;2026-06-22\|17.75\|4.04\|17.00\|18.27\|16.99\|772901;2026-06-23\|16.55\|-6.76\|17.29\|17.55\|16.45\|625097;2026-06-24\|16.99\|2.66\|16.28\|17.28\|15.55\|639691;2026-06-25\|15.85\|-6.71\|16.67\|16.84\|15.80\|545617;2026-06-26\|14.60\|-7.89\|15.52\|15.80\|14.58\|510236;2026-06-29\|14.10\|-3.42\|14.51\|14.76\|14.02\|389753;2026-06-30\|14.55\|3.19\|14.07\|14.77\|13.84\|445191;2026-07-01\|14.69\|0.96\|14.48\|15.18\|14.18\|510806;2026-07-02\|14.24\|-3.06\|14.49\|14.85\|14.21\|368331;2026-07-03\|13.86\|-2.67\|14.22\|14.44\|13.85\|340225;2026-07-06\|13.50\|-2.60\|13.85\|13.95\|13.42\|279480;2026-07-07\|13.00\|-3.70\|13.51\|13.56\|12.93\|258297;2026-07-08\|13.52\|4.00\|13.01\|13.92\|12.96\|590438;2026-07-09\|13.77\|1.85\|13.36\|13.85\|13.05\|515093;2026-07-10\|14.07\|2.18\|13.72\|14.40\|13.55\|531362;2026-07-13\|13.30\|-5.47\|13.95\|14.37\|13.18\|363827;2026-07-14\|13.16\|-1.05\|13.31\|13.51\|12.50\|361145;2026-07-15\|13.04\|-0.91\|13.08\|13.48\|12.96\|235252;2026-07-16\|12.93\|-0.84\|12.91\|13.36\|12.73\|267595;2026-07-17\|12.12\|-6.26\|12.79\|13.01\|11.97\|319809;2026-07-20\|13.33\|9.98\|13.33\|13.33\|13.33\|157232;2026-07-21\|14.66\|9.98\|14.65\|14.66\|14.60\|303180;2026-07-22\|16.13\|10.03\|16.13\|16.13\|15.51\|901930;2026-07-23\|17.74\|9.98\|16.47\|17.74\|16.13\|1225156;2026-07-24\|16.19\|-8.74\|17.37\|17.37\|16.14\|1640878;2026-07-27\|16.60\|2.53\|16.21\|16.70\|15.60\|1473058;2026-07-28\|15.82\|-4.70\|15.65\|16.40\|15.34\|1029161;2026-07-29\|15.00\|-5.18\|15.72\|15.80\|14.25\|1043558;2026-07-30\|13.80\|-8.00\|14.73\|15.09\|13.70\|843037;2026-07-31\|15.18\|10.00\|14.36\|15.18\|14.27\|641832;2026-08-03\|16.70\|10.01\|15.90\|16.70\|15.78\|926708;2026-08-04\|18.37\|10.00\|18.00\|18.37\|17.69\|369180;2026-08-05\|18.85\|2.61\|19.00\|19.80\|18.52\|2188194;2026-08-06\|18.31\|-2.86\|18.24\|19.13\|17.86\|1680199;2026-08-07\|18.03\|-1.53\|18.04\|18.30\|17.40\|1005686;2026-08-10\|18.22\|1.05\|18.03\|18.89\|18.00\|1092623;2026-08-11\|18.88\|3.62\|18.51\|19.37\|17.85\|1588415;2026-08-12\|18.73\|-0.79\|19.50\|19.80\|18.40\|1395466;2026-08-13\|18.36\|-1.98\|19.22\|19.68\|18.30\|1618649;2026-08-14\|18.97\|3.32\|18.29\|19.60\|17.48\|1774872;2026-08-17\|18.86\|-0.58\|18.50\|19.00\|17.74\|1454303;2026-08-18\|17.87\|-5.25\|18.30\|18.77\|17.78\|988640;2026-08-19\|16.08\|-10.02\|16.64\|16.91\|16.08\|869294;2026-08-20\|16.11\|0.19\|16.12\|16.38\|15.62\|596429;2026-08-21\|16.48\|2.30\|16.06\|16.52\|15.62\|599332;2026-08-24\|16.05\|-2.61\|16.48\|16.77\|15.80\|537722;2026-08-25\|16.70\|4.05\|15.66\|17.29\|15.53\|808846;2026-08-26\|16.27\|-2.57\|16.70\|16.70\|16.01\|594776;2026-08-27\|16.63\|2.21\|16.47\|16.75\|16.12\|607453;2026-08-28\|16.32\|-1.86\|16.63\|16.95\|16.32\|660102;2026-08-31\|16.59\|1.65\|15.90\|16.59\|15.81\|519806;2026-09-01\|16.59\|0.00\|16.66\|17.17\|16.41\|614916;2026-09-02\|16.76\|1.02\|16.32\|16.98\|16.21\|621255;2026-09-03\|16.46\|-1.79\|16.81\|16.85\|16.33\|440175;2026-09-04\|16.18\|-1.70\|16.81\|16.90\|16.05\|633289;2026-09-07\|16.35\|1.05\|16.18\|16.45\|15.91\|405489;2026-09-08\|16.14\|-1.28\|16.33\|16.81\|16.08\|432456;2026-09-09\|16.28\|0.87\|16.31\|17.10\|16.01\|523186;2026-09-10\|15.62\|-4.05\|15.96\|15.96\|15.36\|461657;2026-09-11\|15.44\|-1.15\|15.28\|15.59\|15.05\|343110
121092	智谱落地1GW级国产AI算力数据中心建设；月之暗面Kimi称算力紧缺，暂停C端新用户订阅	800G交换机+硅光芯片+机器人代工+唐山国资行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、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5月7日公告，公司拟以5,000万元增资弘光向尚，获7.06%股权，标的公司400G/800G/1.6T硅光芯片已具备完整供应链，可适配数据中心及5G/6G场景，形成CPO概念联动。 2、据2025年年度报告，公司具备100-800G数据中心交换机代工能力，2025年服务器累计产出超4万台，数通业务收入同比增长18.04%，直接受益AI算力需求。 3、据2025年年度报告及2026年5月11日机构调研，公司清洁及家居机器人业务首年营收超1.8亿元并实现盈利，越南基地为北美S客户整机代工，产能快速释放。 4、据2026年3月5日公告及公司披露，唐山工业控股集团有限公司为控股股东，最终控制人为唐山市国资委，具备地方国资背景。	1、公司深耕以太网交换机领域多年，产品覆盖园区、SMB 场景及 100G/400G/800G 等规格数据中心交换机，同时布局工业与白盒交换机赛道，作为 Arista Networks 核心代工厂间接供应英伟达、微软等头部客户； 2、参股孙公司山东华云光电技术有限公司致力于光模块等产品的研发、生产及销售	2026-05-07\|15.33\|1.93\|16.00\|16.12\|15.14\|1167270;2026-05-08\|15.73\|2.61\|15.33\|15.87\|14.88\|1079778;2026-05-11\|15.94\|1.33\|15.84\|16.09\|15.19\|1073166;2026-05-12\|15.88\|-0.38\|15.71\|16.38\|15.50\|847824;2026-05-13\|16.09\|1.32\|15.32\|16.21\|15.31\|804135;2026-05-14\|17.70\|10.01\|17.70\|17.70\|17.00\|957353;2026-05-15\|15.93\|-10.00\|16.88\|16.88\|15.93\|1387604;2026-05-18\|15.63\|-1.88\|15.19\|15.97\|14.73\|725170;2026-05-19\|15.52\|-0.70\|15.43\|15.61\|14.88\|691278;2026-05-20\|15.58\|0.39\|15.51\|16.05\|15.07\|661014;2026-05-21\|14.02\|-10.01\|15.58\|15.58\|14.02\|948573;2026-05-22\|14.22\|1.43\|14.02\|14.30\|13.80\|544296;2026-05-25\|14.18\|-0.28\|14.11\|14.58\|13.91\|455661;2026-05-26\|13.41\|-5.43\|13.98\|14.00\|13.15\|586470;2026-05-27\|12.90\|-3.80\|13.30\|13.38\|12.80\|429671;2026-05-28\|13.39\|3.80\|12.78\|13.50\|12.71\|430148;2026-05-29\|12.79\|-4.48\|13.59\|13.67\|12.62\|404602;2026-06-01\|12.59\|-1.56\|12.79\|13.00\|12.54\|279318;2026-06-02\|12.68\|0.71\|12.56\|12.81\|12.29\|298666;2026-06-03\|12.98\|2.37\|13.17\|13.49\|12.81\|524715;2026-06-04\|13.25\|2.08\|13.24\|13.75\|13.18\|454898;2026-06-05\|13.41\|1.21\|12.99\|13.71\|12.91\|509377;2026-06-08\|12.35\|-7.90\|12.89\|13.01\|12.26\|424751;2026-06-09\|12.61\|2.11\|12.46\|12.62\|12.21\|295578;2026-06-10\|12.11\|-3.97\|12.42\|12.44\|11.94\|313389;2026-06-11\|11.91\|-1.65\|12.05\|12.20\|11.83\|229263;2026-06-12\|12.16\|2.10\|12.12\|12.43\|12.11\|262434;2026-06-15\|12.72\|4.61\|12.38\|12.75\|12.25\|314207;2026-06-16\|12.93\|1.65\|12.72\|13.05\|12.60\|287040;2026-06-17\|13.32\|3.02\|12.73\|13.46\|12.71\|400666;2026-06-18\|13.20\|-0.90\|13.44\|13.44\|13.06\|313041;2026-06-22\|13.12\|-0.61\|13.15\|13.37\|12.68\|347077;2026-06-23\|12.77\|-2.67\|13.05\|13.18\|12.66\|285502;2026-06-24\|12.66\|-0.86\|12.75\|12.94\|12.53\|260645;2026-06-25\|12.36\|-2.37\|12.78\|12.81\|12.22\|288792;2026-06-26\|11.64\|-5.83\|12.22\|12.22\|11.61\|303417;2026-06-29\|11.01\|-5.17\|11.50\|11.55\|10.70\|300473;2026-06-30\|12.11\|9.99\|11.12\|12.11\|10.91\|315172;2026-07-01\|12.05\|-0.50\|12.11\|12.42\|12.01\|377930;2026-07-02\|11.79\|-2.16\|11.95\|12.22\|11.61\|300133;2026-07-03\|12.20\|3.48\|12.24\|12.58\|12.00\|386878;2026-07-06\|13.42\|10.00\|12.01\|13.42\|11.85\|718623;2026-07-07\|13.51\|0.67\|12.93\|13.93\|12.81\|951815;2026-07-08\|14.44\|6.88\|13.31\|14.72\|13.26\|1075792;2026-07-09\|13.42\|-7.06\|13.30\|13.95\|13.00\|1027461;2026-07-10\|14.20\|5.81\|13.46\|14.43\|13.41\|935607;2026-07-13\|14.80\|4.23\|13.66\|14.83\|13.60\|1100672;2026-07-14\|14.26\|-3.65\|14.66\|14.98\|13.38\|838440;2026-07-15\|12.87\|-9.75\|13.96\|13.97\|12.86\|752482;2026-07-16\|13.59\|5.59\|12.30\|14.16\|12.20\|1043058;2026-07-17\|14.95\|10.01\|13.31\|14.95\|12.90\|1226157;2026-07-20\|13.57\|-9.23\|16.45\|16.45\|13.47\|1770412;2026-07-21\|14.93\|10.02\|13.13\|14.93\|12.73\|1333155;2026-07-22\|16.42\|9.98\|15.98\|16.42\|15.81\|1110838;2026-07-23\|16.60\|1.10\|17.06\|17.64\|16.00\|2139879;2026-07-24\|15.77\|-5.00\|15.75\|17.88\|15.75\|1700669;2026-07-27\|16.20\|2.73\|14.93\|16.76\|14.30\|1419760;2026-07-28\|17.31\|6.85\|15.50\|17.82\|15.36\|2156525;2026-07-29\|16.64\|-3.87\|17.40\|17.80\|15.70\|1942126;2026-07-30\|14.98\|-9.98\|15.81\|16.08\|14.98\|848440;2026-07-31\|14.51\|-3.14\|14.98\|15.67\|14.15\|1650296;2026-08-03\|13.18\|-9.17\|13.75\|14.61\|13.10\|1358515;2026-08-04\|13.63\|3.41\|13.35\|13.69\|12.88\|1086080;2026-08-05\|14.40\|5.65\|13.20\|14.99\|13.12\|1532715;2026-08-06\|14.78\|2.64\|13.95\|14.94\|13.95\|1200367;2026-08-07\|14.70\|-0.54\|14.60\|15.01\|14.44\|1029975;2026-08-10\|14.68\|-0.14\|14.70\|14.88\|14.35\|642464;2026-08-11\|14.69\|0.07\|14.59\|14.93\|14.32\|671295;2026-08-12\|14.51\|-1.23\|14.63\|14.75\|14.30\|628305;2026-08-13\|15.96\|9.99\|14.76\|15.96\|14.76\|1093554;2026-08-14\|17.56\|10.03\|16.36\|17.56\|16.27\|1126280;2026-08-17\|19.32\|10.02\|19.26\|19.32\|18.89\|1047790;2026-08-18\|19.01\|-1.60\|20.15\|20.58\|18.15\|2289074;2026-08-19\|17.11\|-9.99\|18.45\|19.40\|17.11\|1283243;2026-08-20\|17.00\|-0.64\|17.44\|18.04\|16.83\|1184994;2026-08-21\|17.79\|4.65\|17.17\|18.49\|17.10\|1493809;2026-08-24\|16.01\|-10.01\|17.36\|17.63\|16.01\|1126056;2026-08-25\|16.25\|1.50\|15.69\|16.50\|15.41\|1022357;2026-08-26\|17.88\|10.03\|16.80\|17.88\|16.30\|1264636;2026-08-27\|18.22\|1.90\|17.86\|18.32\|17.49\|1633963;2026-08-28\|17.73\|-2.69\|18.14\|18.47\|17.70\|1175905;2026-08-31\|18.60\|4.91\|17.44\|18.70\|17.26\|1420827;2026-09-01\|17.91\|-3.71\|18.53\|18.68\|17.90\|1108224;2026-09-02\|17.62\|-1.62\|17.51\|18.06\|17.50\|757140;2026-09-03\|17.19\|-2.44\|17.98\|18.14\|16.98\|722482;2026-09-04\|16.26\|-5.41\|17.36\|17.50\|16.16\|825140;2026-09-07\|17.89\|10.02\|17.00\|17.89\|17.00\|365430;2026-09-08\|18.04\|0.84\|18.61\|18.61\|17.92\|1276551;2026-09-09\|17.85\|-1.05\|18.04\|18.49\|17.66\|893274;2026-09-10\|16.93\|-5.15\|17.25\|17.45\|16.90\|642763;2026-09-11\|15.97\|-5.67\|16.42\|17.06\|15.60\|830977
121091	智谱落地1GW级国产AI算力数据中心建设；月之暗面Kimi称算力紧缺，暂停C端新用户订阅	柴油动力单元+热管理+资产重组 1、据2026年6月24日公告，公司股票交易异常波动，经自查除已披露的重大资产重组事项外，不存在应披露而未披露的重大信息；据2026年4月8日预案，公司拟发行股份购买康豪机电100%股权，标的公司是国内领先的柴油动力单元集成商及热交换系统供应商。 2、据2026年4月8日预案，标的公司柴油动力单元主要服务于中石油、中石化、中国中车等油气田及轨道交通装备企业，热交换系统终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒等。 3、据2025年年报，公司主营柴油、天然气、汽油发动机缸体、缸盖等核心零部件，是比亚迪、赛力斯等整车厂商的重要供应商；2025年成功获得奇瑞、吉利等新能源乘用车客户定点供货资质，新能源混动缸体缸盖业务增长动能强劲。	公司拟收购康豪机电，标的终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒、MTU、广西玉柴、潍柴动力等国内外知名动力系统制造商	2026-05-07\|63.80\|10.00\|58.31\|63.80\|57.02\|125658;2026-05-08\|68.50\|7.37\|66.20\|70.00\|62.05\|180275;2026-05-11\|70.05\|2.26\|68.50\|70.86\|65.11\|164600;2026-05-12\|76.00\|8.49\|70.05\|77.06\|69.27\|152668;2026-05-13\|76.83\|1.09\|75.80\|77.92\|71.77\|111630;2026-05-14\|72.88\|-5.14\|76.43\|76.85\|70.82\|115242;2026-05-15\|69.85\|-4.16\|72.42\|73.92\|68.00\|98027;2026-05-18\|69.40\|-0.64\|69.90\|71.29\|68.20\|89266;2026-05-19\|72.00\|3.75\|69.50\|72.18\|66.50\|82889;2026-05-20\|71.04\|-1.33\|71.31\|73.70\|70.00\|76106;2026-05-21\|66.29\|-6.69\|70.50\|71.80\|66.29\|80749;2026-05-22\|68.85\|3.86\|66.82\|69.95\|66.17\|67206;2026-05-25\|69.24\|0.57\|71.52\|71.80\|68.17\|45235;2026-05-26\|68.43\|-1.17\|68.50\|68.50\|63.63\|72964;2026-05-27\|69.14\|1.04\|67.42\|71.16\|65.65\|66453;2026-05-28\|75.62\|9.37\|69.48\|76.05\|69.15\|111233;2026-05-29\|72.99\|-3.48\|75.16\|77.50\|72.11\|89121;2026-06-01\|69.56\|-4.70\|71.49\|73.00\|68.00\|67396;2026-06-02\|67.06\|-3.59\|68.45\|69.88\|63.88\|117535;2026-06-03\|63.68\|-4.86\|65.59\|69.40\|62.20\|98644;2026-06-04\|70.05\|10.00\|63.48\|70.05\|61.83\|98537;2026-06-05\|64.62\|-7.75\|69.00\|70.04\|64.62\|71049;2026-06-08\|62.09\|-3.92\|61.25\|65.68\|61.24\|60581;2026-06-09\|63.80\|2.75\|62.99\|64.40\|61.83\|44350;2026-06-10\|60.00\|-5.96\|62.54\|62.85\|59.11\|59783;2026-06-11\|59.13\|-1.45\|59.65\|60.90\|58.44\|62060;2026-06-12\|59.54\|0.69\|60.31\|61.80\|58.10\|57528;2026-06-15\|65.49\|9.99\|60.16\|65.49\|60.16\|74835;2026-06-16\|62.49\|-4.58\|65.00\|65.49\|61.60\|96231;2026-06-17\|62.61\|0.19\|62.49\|65.38\|61.31\|62619;2026-06-18\|65.80\|5.09\|62.97\|68.87\|62.97\|151197;2026-06-22\|72.38\|10.00\|66.49\|72.38\|62.20\|197649;2026-06-23\|75.56\|4.39\|72.00\|78.24\|70.01\|149276;2026-06-24\|73.66\|-2.51\|73.49\|75.30\|70.53\|124621;2026-06-25\|74.71\|1.43\|74.02\|77.50\|69.60\|142547;2026-06-26\|69.77\|-6.61\|74.30\|75.80\|68.50\|109612;2026-06-29\|76.75\|10.00\|74.70\|76.75\|71.84\|139540;2026-06-30\|84.43\|10.01\|80.00\|84.43\|79.44\|47476;2026-07-01\|87.30\|3.40\|88.48\|92.87\|85.30\|181632;2026-07-02\|81.16\|-7.03\|82.79\|87.88\|80.93\|98935;2026-07-03\|83.72\|3.15\|81.45\|86.94\|79.47\|112555;2026-07-06\|88.46\|5.66\|86.23\|92.09\|85.62\|163972;2026-07-07\|83.51\|-5.60\|89.21\|90.01\|80.12\|134327;2026-07-08\|85.63\|2.54\|82.28\|86.47\|78.65\|115683;2026-07-09\|77.20\|-9.84\|85.61\|86.88\|77.07\|124703;2026-07-10\|71.50\|-7.38\|78.73\|82.00\|71.10\|128969;2026-07-13\|64.35\|-10.00\|70.21\|72.02\|64.35\|88820;2026-07-14\|65.04\|1.07\|65.64\|66.35\|62.13\|60331;2026-07-15\|63.13\|-2.94\|67.34\|68.50\|62.49\|62982;2026-07-16\|67.52\|6.95\|62.34\|69.44\|61.24\|127116;2026-07-17\|61.90\|-8.32\|68.62\|70.90\|61.80\|145036;2026-07-20\|57.10\|-7.75\|63.75\|66.66\|55.91\|112580;2026-07-21\|62.81\|10.00\|57.56\|62.81\|51.41\|118807;2026-07-22\|60.43\|-3.79\|61.62\|62.50\|59.67\|79278;2026-07-23\|62.45\|3.34\|63.43\|66.20\|61.68\|98352;2026-07-24\|59.80\|-4.24\|61.50\|62.12\|59.10\|56582;2026-07-27\|64.88\|8.49\|60.30\|65.50\|59.00\|80116;2026-07-28\|58.39\|-10.00\|62.80\|64.43\|58.39\|64339;2026-07-29\|52.78\|-9.61\|58.39\|58.39\|52.55\|126155;2026-07-30\|48.12\|-8.83\|53.53\|53.88\|47.60\|94921;2026-07-31\|50.60\|5.15\|52.93\|52.93\|50.50\|128804;2026-08-03\|48.30\|-4.55\|49.67\|50.78\|46.89\|79800;2026-08-04\|52.71\|9.13\|48.75\|53.13\|47.69\|92243;2026-08-05\|57.61\|9.30\|51.51\|57.98\|51.51\|103294;2026-08-06\|57.59\|-0.03\|56.88\|58.50\|55.47\|61050;2026-08-07\|58.60\|1.75\|57.61\|59.50\|56.23\|80673;2026-08-10\|60.96\|4.03\|60.00\|63.36\|59.60\|102392;2026-08-11\|57.27\|-6.05\|60.17\|60.85\|57.01\|85069;2026-08-12\|57.72\|0.79\|56.33\|58.94\|56.10\|50640;2026-08-13\|59.15\|2.48\|58.40\|62.50\|57.90\|90300;2026-08-14\|62.10\|4.99\|59.66\|63.25\|58.26\|79861;2026-08-17\|66.36\|6.86\|61.88\|66.43\|60.62\|122600;2026-08-18\|63.92\|-3.68\|66.06\|66.60\|63.02\|70067;2026-08-19\|57.82\|-9.54\|61.47\|62.94\|57.53\|91614;2026-08-20\|57.04\|-1.35\|58.29\|59.50\|56.56\|69076;2026-08-21\|60.02\|5.22\|57.03\|60.98\|56.24\|66063;2026-08-24\|61.10\|1.80\|60.44\|64.00\|59.00\|82613;2026-08-25\|64.93\|6.27\|60.00\|65.56\|59.01\|94413;2026-08-26\|65.54\|0.94\|65.67\|68.17\|62.00\|106815;2026-08-27\|65.13\|-0.63\|64.60\|68.36\|62.55\|126333;2026-08-28\|59.85\|-8.11\|64.81\|64.99\|59.75\|118934;2026-08-31\|65.84\|10.01\|58.61\|65.84\|57.63\|114341;2026-09-01\|63.89\|-2.96\|68.27\|68.35\|63.61\|88721;2026-09-02\|66.15\|3.54\|63.88\|68.60\|62.80\|104943;2026-09-03\|66.30\|0.23\|66.50\|68.00\|64.52\|66507;2026-09-04\|65.14\|-1.75\|66.95\|69.20\|64.44\|87780;2026-09-07\|64.37\|-1.18\|66.30\|67.78\|62.81\|71550;2026-09-08\|61.95\|-3.76\|64.38\|65.00\|59.89\|130150;2026-09-09\|61.28\|-1.08\|61.34\|64.06\|60.10\|74328;2026-09-10\|56.46\|-7.87\|60.44\|60.66\|56.37\|81991;2026-09-11\|54.83\|-2.89\|56.48\|56.48\|52.95\|69165
121090	智谱落地1GW级国产AI算力数据中心建设；月之暗面Kimi称算力紧缺，暂停C端新用户订阅	国产算力+CPO硅光数据中心交换机+董事长变更行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、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18日及4月15日互动易，公司基于自研CPO/NPO光引擎技术的51.2T CPO硅光数据中心交换机已于2025年实现批量交付部署，具备商业化交付能力。 2、据2026年4月29日投资者关系活动记录表，公司2026年一季度营收279.85亿元，同比增长34.61%；归母净利润7.88亿元，同比增长126.06%，主因抢抓人工智能建设机遇，深化“算力×联接”战略，智算及国产化业务加速落地。 3、据2026年6月30日公告，公司董事长于英涛因个人原因辞职，董事会选举李涛先生担任第九届董事会董事长。	新紫光集团联席总裁接任董事长；公司旗下新华三为服务器、智算行业龙头之一	2026-05-07\|32.93\|3.39\|32.08\|33.13\|31.35\|2348991;2026-05-08\|33.17\|0.73\|32.39\|33.59\|31.67\|2127987;2026-05-11\|31.69\|-4.46\|33.78\|33.93\|31.56\|2827691;2026-05-12\|30.69\|-3.16\|32.19\|32.30\|30.53\|2179695;2026-05-13\|32.91\|7.23\|30.60\|33.16\|30.35\|2372601;2026-05-14\|32.14\|-2.34\|33.88\|34.49\|31.46\|2334916;2026-05-15\|31.91\|-0.72\|32.30\|33.96\|31.66\|2739082;2026-05-18\|31.83\|-0.25\|31.90\|32.62\|31.20\|1625408;2026-05-19\|32.49\|2.07\|31.63\|32.58\|30.51\|2022812;2026-05-20\|32.21\|-0.86\|32.29\|33.08\|31.92\|1369239;2026-05-21\|29.25\|-9.19\|32.67\|32.93\|29.05\|2559573;2026-05-22\|29.86\|2.09\|29.62\|29.99\|29.11\|1534325;2026-05-25\|31.04\|3.95\|30.51\|31.82\|30.02\|1782692;2026-05-26\|28.90\|-6.89\|30.50\|30.50\|28.19\|2102811;2026-05-27\|28.02\|-3.04\|28.78\|29.44\|27.78\|1523572;2026-05-28\|28.92\|3.21\|27.99\|29.11\|27.16\|1690697;2026-05-29\|28.64\|-0.97\|30.03\|30.49\|27.45\|2556330;2026-06-01\|27.84\|-2.79\|29.11\|29.89\|27.65\|1803936;2026-06-02\|28.21\|1.33\|28.29\|28.69\|27.65\|1501290;2026-06-03\|28.22\|0.04\|28.67\|29.88\|27.87\|2165744;2026-06-04\|27.72\|-1.77\|27.54\|28.18\|27.21\|1255174;2026-06-05\|27.87\|0.54\|27.31\|29.09\|26.67\|2266742;2026-06-08\|25.91\|-7.03\|26.91\|27.30\|25.60\|1764756;2026-06-09\|26.38\|1.81\|26.16\|26.41\|25.67\|1148061;2026-06-10\|25.92\|-1.74\|25.90\|26.97\|25.65\|1182841;2026-06-11\|25.35\|-2.20\|25.73\|26.01\|25.03\|912259;2026-06-12\|25.15\|-0.55\|25.79\|25.86\|25.12\|1098317;2026-06-15\|26.48\|5.29\|25.37\|26.58\|25.34\|1362856;2026-06-16\|26.78\|1.13\|26.48\|26.79\|26.12\|1025606;2026-06-17\|27.21\|1.61\|26.48\|28.00\|26.36\|1277040;2026-06-18\|27.45\|0.88\|27.16\|27.94\|27.02\|1252082;2026-06-22\|27.89\|1.60\|27.53\|27.94\|26.68\|1473284;2026-06-23\|26.91\|-3.51\|27.80\|28.22\|26.70\|1150216;2026-06-24\|27.66\|2.79\|26.81\|27.66\|26.69\|1158908;2026-06-25\|28.39\|2.64\|27.61\|28.57\|27.06\|1920264;2026-06-26\|25.62\|-9.76\|27.67\|27.73\|25.60\|2236751;2026-06-29\|26.24\|2.42\|25.50\|27.11\|25.44\|1552713;2026-06-30\|28.86\|9.98\|26.00\|28.86\|25.83\|1678661;2026-07-01\|29.93\|3.71\|30.34\|31.29\|29.45\|3392066;2026-07-02\|29.03\|-3.01\|29.18\|30.42\|28.70\|2173792;2026-07-03\|30.28\|4.31\|30.50\|31.59\|30.22\|2461803;2026-07-06\|33.31\|10.01\|30.82\|33.31\|29.58\|3156814;2026-07-07\|31.48\|-5.49\|31.66\|32.66\|30.90\|2803559;2026-07-08\|33.62\|6.80\|34.50\|34.63\|33.32\|4798849;2026-07-09\|35.68\|6.13\|33.33\|35.75\|32.82\|4356987;2026-07-10\|38.41\|7.65\|36.20\|39.25\|36.20\|4828361;2026-07-13\|38.40\|-0.03\|38.43\|40.28\|36.50\|4939318;2026-07-14\|36.98\|-3.70\|38.40\|39.20\|34.56\|4639139;2026-07-15\|35.53\|-3.92\|36.95\|37.64\|35.10\|3268892;2026-07-16\|38.59\|8.61\|34.54\|39.08\|34.54\|4519608;2026-07-17\|35.13\|-8.97\|37.49\|38.97\|34.74\|4020481;2026-07-20\|37.69\|7.29\|38.60\|38.64\|36.88\|5027473;2026-07-21\|41.46\|10.00\|37.70\|41.46\|34.96\|5027001;2026-07-22\|44.90\|8.30\|43.09\|45.61\|42.74\|5378216;2026-07-23\|42.45\|-5.46\|45.57\|45.80\|41.10\|5216997;2026-07-24\|41.45\|-2.36\|41.01\|43.47\|41.00\|3605371;2026-07-27\|41.47\|0.05\|41.03\|42.68\|39.28\|3278909;2026-07-28\|41.48\|0.02\|40.01\|43.58\|38.99\|4340059;2026-07-29\|37.33\|-10.00\|40.86\|41.15\|37.33\|3494249;2026-07-30\|33.60\|-9.99\|35.00\|35.95\|33.60\|2539454;2026-07-31\|34.89\|3.84\|34.90\|35.99\|34.07\|4034086;2026-08-03\|33.10\|-5.13\|34.48\|35.87\|32.69\|2869903;2026-08-04\|34.32\|3.69\|33.61\|34.59\|32.71\|2391766;2026-08-05\|36.94\|7.63\|34.59\|37.75\|34.59\|4290122;2026-08-06\|37.94\|2.71\|36.01\|38.47\|35.88\|3939138;2026-08-07\|38.00\|0.16\|37.70\|38.62\|37.25\|3047273;2026-08-10\|37.63\|-0.97\|37.62\|38.07\|36.60\|1940834;2026-08-11\|37.39\|-0.64\|37.62\|38.60\|36.67\|2251033;2026-08-12\|37.00\|-1.04\|37.53\|37.95\|36.51\|1944189;2026-08-13\|39.60\|7.03\|37.90\|40.70\|37.89\|4177214;2026-08-14\|39.95\|0.88\|40.35\|41.68\|39.25\|3245979;2026-08-17\|41.03\|2.70\|40.80\|41.30\|39.58\|2704804;2026-08-18\|39.25\|-4.34\|40.58\|40.88\|38.70\|2745994;2026-08-19\|35.33\|-9.99\|37.50\|37.70\|35.33\|2439725;2026-08-20\|35.66\|0.93\|35.22\|36.16\|34.41\|1616168;2026-08-21\|36.44\|2.19\|35.60\|36.58\|35.20\|1524792;2026-08-24\|34.49\|-5.35\|36.45\|36.48\|33.93\|1540939;2026-08-25\|35.10\|1.77\|34.00\|35.34\|33.96\|1066409;2026-08-26\|34.90\|-0.57\|35.19\|35.62\|34.70\|952308;2026-08-27\|36.43\|4.38\|35.30\|36.44\|35.13\|1402215;2026-08-28\|35.89\|-1.48\|36.00\|37.50\|35.88\|1641134;2026-08-31\|38.95\|8.53\|34.86\|39.47\|34.86\|2670435;2026-09-01\|38.32\|-1.62\|38.71\|39.55\|38.30\|1904614;2026-09-02\|37.99\|-0.86\|38.00\|38.71\|37.65\|1369865;2026-09-03\|38.13\|0.37\|38.86\|39.35\|37.44\|1558010;2026-09-04\|35.27\|-7.50\|38.51\|38.65\|34.90\|2382789;2026-09-07\|35.37\|0.28\|35.46\|35.70\|34.28\|1665301;2026-09-08\|33.89\|-4.18\|35.18\|35.30\|33.69\|1810939;2026-09-09\|33.57\|-0.94\|33.92\|34.38\|33.31\|1267934;2026-09-10\|33.10\|-1.40\|33.18\|33.65\|32.98\|780505;2026-09-11\|32.83\|-0.82\|32.75\|33.18\|31.90\|1207678
121089	智谱落地1GW级国产AI算力数据中心建设；月之暗面Kimi称算力紧缺，暂停C端新用户订阅	涨停揭秘：33kW/110kW/800VDC-50VDC Power Shelf产品矩阵适配GB300、Vera Rubin等高端算力场景，直供AI服务器电源系统；涨停缘由：高功率密度机架级供电模块全覆盖+适配NVIDIA新一代GPU平台+腾讯云计费上调带动算力资本开支上修；资金逻辑：资金关注国产替代核心环节，技术壁垒高+客户认证周期长，订单可见度提升驱动估值重估；风险提示：下游客户集中度高，新品放量节奏受AI芯片迭代影响，短期营收占比仍较低	公司业务涵盖 33kW Power Shelf、 110kW Power Shelf（适配 GB300、Vera Rubin 等高端算力场景）、800VDC-50VDC Power Shelf，满足不同输入、输出电压的机架级供电需求，提供高功率密度的配电支撑。	2026-05-07\|123.00\|2.22\|123.00\|123.87\|119.76\|225505;2026-05-08\|122.70\|-0.24\|121.60\|124.10\|119.51\|191003;2026-05-11\|125.00\|1.87\|123.55\|126.88\|122.00\|234522;2026-05-12\|125.33\|0.26\|126.66\|127.00\|122.78\|188560;2026-05-13\|137.86\|10.00\|124.42\|137.86\|123.80\|286103;2026-05-14\|133.15\|-3.42\|144.80\|144.80\|133.00\|334566;2026-05-15\|128.13\|-3.77\|134.88\|134.96\|126.49\|248716;2026-05-18\|124.92\|-2.51\|126.99\|129.68\|124.35\|256337;2026-05-19\|126.50\|1.26\|124.93\|126.80\|121.04\|184255;2026-05-20\|122.60\|-3.08\|124.80\|125.23\|121.01\|228140;2026-05-21\|116.69\|-4.82\|124.52\|125.20\|116.10\|223909;2026-05-22\|120.33\|3.12\|116.72\|120.72\|116.72\|162248;2026-05-25\|132.36\|10.00\|123.80\|132.36\|123.53\|301949;2026-05-26\|137.99\|4.25\|134.00\|139.39\|132.65\|375300;2026-05-27\|135.86\|-1.54\|137.89\|145.38\|135.00\|326476;2026-05-28\|135.49\|-0.27\|135.85\|137.37\|131.83\|205982;2026-05-29\|126.05\|-6.97\|140.00\|140.91\|123.50\|321822;2026-06-01\|134.50\|6.70\|129.85\|138.66\|125.01\|447993;2026-06-02\|147.95\|10.00\|140.00\|147.95\|140.00\|336118;2026-06-03\|157.98\|6.78\|148.00\|162.75\|145.50\|678139;2026-06-04\|154.11\|-2.45\|153.33\|161.11\|152.90\|446481;2026-06-05\|146.50\|-4.94\|155.01\|158.73\|145.51\|417947;2026-06-08\|149.00\|1.71\|142.22\|157.03\|140.88\|441020;2026-06-09\|161.79\|8.58\|159.00\|163.63\|149.13\|432571;2026-06-10\|145.61\|-10.00\|151.55\|153.00\|145.61\|409827;2026-06-11\|139.41\|-4.26\|146.00\|148.52\|137.25\|395592;2026-06-12\|135.24\|-2.99\|144.00\|144.61\|135.20\|292299;2026-06-15\|148.76\|10.00\|140.51\|148.76\|140.38\|199225;2026-06-16\|163.64\|10.00\|158.58\|163.64\|157.00\|298637;2026-06-17\|178.90\|9.33\|169.07\|179.98\|168.00\|620833;2026-06-18\|179.50\|0.34\|176.75\|182.60\|172.88\|321837;2026-06-22\|188.79\|5.18\|181.91\|189.50\|173.69\|372447;2026-06-23\|173.05\|-8.34\|188.97\|189.98\|169.97\|341180;2026-06-24\|170.31\|-1.58\|171.14\|175.38\|168.00\|278696;2026-06-25\|171.98\|0.98\|173.08\|174.50\|166.11\|411545;2026-06-26\|160.76\|-6.52\|172.12\|175.66\|154.83\|535546;2026-06-29\|161.32\|0.35\|160.77\|169.41\|157.01\|404607;2026-06-30\|167.18\|3.63\|162.22\|171.66\|160.20\|410513;2026-07-01\|156.45\|-6.42\|165.00\|168.78\|154.00\|388440;2026-07-02\|146.97\|-6.06\|149.50\|155.83\|146.00\|271854;2026-07-03\|147.62\|0.44\|146.76\|153.68\|145.30\|246498;2026-07-06\|151.59\|2.69\|148.79\|160.80\|146.66\|301756;2026-07-07\|149.55\|-1.35\|156.80\|160.65\|148.00\|308920;2026-07-08\|145.08\|-2.99\|152.14\|154.80\|144.76\|238529;2026-07-09\|159.59\|10.00\|149.98\|159.59\|149.97\|444555;2026-07-10\|161.79\|1.38\|167.56\|173.86\|161.56\|494059;2026-07-13\|158.69\|-1.92\|161.96\|170.55\|157.22\|402127;2026-07-14\|172.16\|8.49\|159.75\|174.56\|157.00\|514516;2026-07-15\|168.63\|-2.05\|167.67\|176.53\|165.03\|454815;2026-07-16\|151.77\|-10.00\|156.55\|159.55\|151.77\|346676;2026-07-17\|136.59\|-10.00\|143.43\|146.43\|136.59\|270983;2026-07-20\|122.93\|-10.00\|133.31\|133.60\|122.93\|349544;2026-07-21\|135.22\|10.00\|125.38\|135.22\|122.00\|366560;2026-07-22\|131.74\|-2.57\|138.77\|144.44\|130.20\|365535;2026-07-23\|127.80\|-2.99\|135.00\|135.35\|126.26\|218448;2026-07-24\|122.27\|-4.30\|124.45\|127.48\|121.30\|176082;2026-07-27\|130.63\|6.84\|122.29\|133.27\|118.10\|277932;2026-07-28\|117.57\|-10.00\|123.00\|124.94\|117.57\|186314;2026-07-29\|107.52\|-8.55\|111.48\|113.20\|105.81\|385700;2026-07-30\|96.77\|-10.00\|106.75\|107.43\|96.77\|372494;2026-07-31\|106.45\|10.00\|106.00\|106.45\|102.18\|293213;2026-08-03\|98.86\|-7.13\|106.50\|106.80\|97.74\|335722;2026-08-04\|106.80\|8.03\|103.30\|107.71\|100.91\|343104;2026-08-05\|116.50\|9.08\|101.00\|117.48\|101.00\|386630;2026-08-06\|121.30\|4.12\|115.85\|123.37\|112.50\|339434;2026-08-07\|124.40\|2.56\|123.48\|126.80\|120.75\|311582;2026-08-10\|120.70\|-2.97\|129.43\|130.80\|117.85\|305333;2026-08-11\|119.00\|-1.41\|119.82\|122.80\|117.48\|213460;2026-08-12\|125.66\|5.60\|120.80\|127.30\|119.15\|252709;2026-08-13\|131.86\|4.93\|129.64\|138.23\|129.00\|439400;2026-08-14\|131.40\|-0.35\|132.10\|134.50\|128.62\|310172;2026-08-17\|135.50\|3.12\|133.50\|135.79\|129.50\|234739;2026-08-18\|131.70\|-2.80\|135.75\|136.55\|128.21\|306198;2026-08-19\|118.53\|-10.00\|126.00\|127.15\|118.53\|312125;2026-08-20\|118.28\|-0.21\|118.53\|121.84\|115.17\|292319;2026-08-21\|128.06\|8.27\|118.83\|129.98\|117.06\|342778;2026-08-24\|119.84\|-6.42\|126.78\|127.93\|116.00\|277754;2026-08-25\|121.32\|1.24\|117.00\|122.79\|115.76\|202341;2026-08-26\|123.11\|1.48\|121.05\|124.44\|119.16\|202298;2026-08-27\|127.66\|3.70\|125.80\|128.00\|123.12\|292031;2026-08-28\|125.95\|-1.34\|130.00\|133.98\|125.68\|339525;2026-08-31\|130.60\|3.69\|121.75\|131.00\|121.75\|281876;2026-09-01\|124.26\|-4.85\|138.60\|139.60\|124.23\|323530;2026-09-02\|118.55\|-4.60\|121.88\|125.00\|118.27\|257861;2026-09-03\|127.14\|7.25\|121.30\|130.41\|117.60\|432124;2026-09-04\|121.17\|-4.70\|128.40\|129.99\|120.08\|334038;2026-09-07\|132.03\|8.96\|123.99\|132.20\|123.00\|377740;2026-09-08\|128.60\|-2.60\|135.00\|135.56\|126.60\|308230;2026-09-09\|127.06\|-1.20\|129.99\|130.88\|125.91\|226196;2026-09-10\|127.80\|0.58\|125.13\|129.10\|124.50\|192957;2026-09-11\|125.70\|-1.64\|125.89\|127.39\|120.05\|242288
121088	智谱落地1GW级国产AI算力数据中心建设；月之暗面Kimi称算力紧缺，暂停C端新用户订阅	AI智算+装配式建筑+集成吊顶 1、据2026年6月5日投资者关系记录，公司新业务服务于AI智算行业，专注于满足客户算力调度、存算协同等需求，其控股子公司天枢星通负责的全域超链接算力调度平台项目已取得主管部门备案批复及电信业务许可，但目前尚未产生营业收入和利润。 2、据2026年6月11日异常波动公告，公司主营业务为集成吊顶、集成墙面等产品的研发、生产和销售，产品主要应用于建筑室内装修、装饰，主营业务未发生重大变化。 3、据2026年4月28日年报，公司为集成吊顶和装配式内装行业领先企业，参与制定15项行业标准，并聚焦存量房焕新、老旧小区改造等场景，加快模块化、快装化产品的研发，推动公司向装配式建装解决方案服务商转型。	设立全资子公司北宸星穹，服务于AI智算行业，满足客户算力调度、存算协同及推理响应需求	2026-05-07\|96.33\|-2.90\|99.70\|100.87\|94.50\|31814;2026-05-08\|98.73\|2.49\|96.09\|99.70\|95.50\|23311;2026-05-11\|95.16\|-3.62\|98.73\|99.95\|95.04\|26882;2026-05-12\|92.77\|-2.51\|95.33\|95.36\|92.51\|20991;2026-05-13\|92.25\|-0.56\|93.29\|93.40\|91.28\|14599;2026-05-14\|89.79\|-2.67\|92.13\|92.15\|88.90\|24135;2026-05-15\|89.00\|-0.88\|89.76\|91.80\|88.21\|17780;2026-05-18\|97.90\|10.00\|89.00\|97.90\|88.38\|37359;2026-05-19\|104.38\|6.62\|99.80\|107.69\|97.90\|61858;2026-05-20\|102.94\|-1.38\|106.47\|107.38\|101.25\|33483;2026-05-21\|98.65\|-4.17\|102.80\|105.50\|97.90\|24481;2026-05-22\|99.00\|0.35\|99.15\|99.94\|94.81\|25707;2026-05-25\|97.10\|-1.92\|100.50\|101.80\|95.00\|19458;2026-05-26\|95.90\|-1.24\|96.96\|97.08\|93.50\|14208;2026-05-27\|97.74\|1.92\|95.38\|105.49\|95.38\|46749;2026-05-28\|93.58\|-4.26\|98.10\|98.94\|90.81\|33971;2026-05-29\|92.12\|-1.56\|94.53\|96.55\|92.00\|18875;2026-06-01\|92.95\|0.90\|92.12\|95.48\|89.61\|15329;2026-06-02\|92.93\|-0.02\|93.10\|93.22\|90.66\|10744;2026-06-03\|91.97\|-1.03\|92.74\|94.42\|90.62\|12921;2026-06-04\|91.48\|-0.53\|92.21\|93.80\|90.01\|13052;2026-06-05\|98.28\|7.43\|93.04\|99.88\|91.30\|38244;2026-06-08\|96.33\|-1.98\|95.48\|102.00\|93.50\|34725;2026-06-09\|105.96\|10.00\|97.29\|105.96\|92.86\|48189;2026-06-10\|116.56\|10.00\|109.95\|116.56\|109.10\|41823;2026-06-11\|126.99\|8.95\|118.00\|128.22\|118.00\|99367;2026-06-12\|130.01\|2.38\|130.05\|136.60\|124.47\|82739;2026-06-15\|134.20\|3.22\|129.04\|135.99\|122.50\|60877;2026-06-16\|132.26\|-1.45\|133.50\|143.90\|128.96\|63952;2026-06-17\|131.10\|-0.88\|135.30\|140.60\|130.56\|37958;2026-06-18\|132.09\|0.76\|137.65\|137.65\|124.66\|50886;2026-06-22\|128.00\|-3.10\|132.27\|132.67\|126.13\|39063;2026-06-23\|123.00\|-3.91\|128.88\|131.00\|121.39\|36404;2026-06-24\|122.00\|-0.81\|120.81\|125.00\|120.01\|25977;2026-06-25\|134.20\|10.00\|122.08\|134.20\|122.08\|33871;2026-06-26\|128.68\|-4.11\|139.29\|140.95\|128.35\|36656;2026-06-29\|125.40\|-2.55\|128.53\|131.55\|120.12\|41241;2026-06-30\|112.86\|-10.00\|125.50\|126.98\|112.86\|67424;2026-07-01\|109.88\|-2.64\|114.77\|115.00\|109.11\|25069;2026-07-02\|107.30\|-2.35\|107.70\|114.33\|107.08\|28194;2026-07-03\|104.00\|-3.08\|109.91\|109.91\|103.62\|23657;2026-07-06\|97.52\|-6.23\|104.04\|105.15\|96.67\|19721;2026-07-07\|94.73\|-2.86\|98.11\|98.96\|91.27\|21085;2026-07-08\|89.78\|-5.23\|94.41\|95.97\|89.01\|18416;2026-07-09\|91.71\|2.15\|90.10\|92.19\|85.50\|21244;2026-07-10\|90.78\|-1.01\|91.10\|93.30\|89.40\|17094;2026-07-13\|83.91\|-7.57\|90.64\|90.82\|83.04\|28415;2026-07-14\|87.15\|3.86\|84.70\|87.80\|81.87\|18304;2026-07-15\|87.25\|0.11\|88.89\|89.23\|85.93\|14800;2026-07-16\|84.77\|-2.84\|88.09\|89.67\|84.00\|25465;2026-07-17\|76.66\|-9.57\|85.73\|86.12\|76.40\|20706;2026-07-20\|72.00\|-6.08\|77.36\|79.83\|71.38\|28793;2026-07-21\|79.20\|10.00\|73.11\|79.20\|66.33\|30973;2026-07-22\|78.83\|-0.47\|80.00\|82.88\|77.75\|27740;2026-07-23\|79.22\|0.49\|79.61\|81.00\|77.36\|16773;2026-07-24\|78.22\|-1.26\|80.00\|80.01\|77.02\|14959;2026-07-27\|79.22\|1.28\|77.50\|79.55\|76.35\|15108;2026-07-28\|74.98\|-5.35\|78.60\|79.83\|74.34\|12787;2026-07-29\|72.74\|-2.99\|75.12\|75.12\|71.03\|14100;2026-07-30\|66.66\|-8.36\|72.44\|73.00\|66.66\|17627;2026-07-31\|73.33\|10.01\|68.89\|73.33\|68.89\|17691;2026-08-03\|68.15\|-7.06\|73.33\|73.57\|67.46\|22744;2026-08-04\|71.07\|4.28\|68.17\|71.98\|67.61\|18436;2026-08-05\|75.92\|6.82\|71.08\|76.36\|70.62\|22483;2026-08-06\|80.71\|6.31\|75.00\|82.06\|74.52\|29667;2026-08-07\|80.30\|-0.51\|80.29\|81.58\|77.81\|19401;2026-08-10\|78.08\|-2.76\|80.71\|80.91\|76.28\|15659;2026-08-11\|77.50\|-0.74\|77.75\|78.70\|75.00\|9919;2026-08-12\|78.63\|1.46\|77.73\|80.34\|77.00\|13078;2026-08-13\|76.81\|-2.31\|79.60\|81.00\|76.71\|11881;2026-08-14\|78.38\|2.04\|77.35\|78.39\|75.66\|11771;2026-08-17\|80.83\|3.13\|78.40\|80.88\|77.95\|13432;2026-08-18\|84.57\|4.63\|80.50\|85.43\|80.10\|26432;2026-08-19\|76.11\|-10.00\|82.72\|84.00\|76.11\|21183;2026-08-20\|75.05\|-1.39\|75.35\|76.86\|73.72\|13874;2026-08-21\|76.16\|1.48\|74.00\|76.67\|73.55\|8551;2026-08-24\|75.14\|-1.34\|76.40\|76.40\|73.27\|9835;2026-08-25\|73.90\|-1.65\|73.20\|74.84\|72.08\|9861;2026-08-26\|74.54\|0.87\|74.25\|75.79\|73.18\|8231;2026-08-27\|76.07\|2.05\|74.79\|77.42\|74.32\|9221;2026-08-28\|75.47\|-0.79\|76.07\|77.20\|74.84\|8258;2026-08-31\|79.30\|5.07\|74.94\|79.70\|73.88\|13440;2026-09-01\|77.89\|-1.78\|78.85\|78.88\|76.40\|9397;2026-09-02\|78.11\|0.28\|77.12\|78.90\|76.11\|9261;2026-09-03\|79.38\|1.63\|78.85\|80.85\|77.78\|11856;2026-09-04\|77.50\|-2.37\|80.40\|80.40\|77.03\|12189;2026-09-07\|77.46\|-0.05\|77.56\|79.00\|76.30\|9137;2026-09-08\|77.76\|0.39\|77.00\|79.98\|76.60\|8852;2026-09-09\|78.18\|0.54\|77.76\|80.00\|77.46\|7437;2026-09-10\|76.43\|-2.24\|78.20\|78.81\|76.23\|6250;2026-09-11\|75.81\|-0.81\|76.43\|76.60\|73.50\|8374
121087	智谱落地1GW级国产AI算力数据中心建设；月之暗面Kimi称算力紧缺，暂停C端新用户订阅	算力+零碳园区+环保AI 1、据2026年7月20日投资者关系活动记录表，公司今年5月已完成对邢台顺科、邢台智算两家公司的收购及交割，华为邢台大数据产业园太行智算中心一期4号楼智算中心已交付运营，二期项目正有序推进。 2、据2026年7月20日投资者关系活动记录表，公司近日与河北邢台高新区管委会签署零碳园区入区合作协议，将统一打造涵盖算力产业园的零碳示范园区，配套分布式光伏、储能及碳监测网络等。 3、据2025年年报，公司推动AI与环保业务深度融合，“繁星”环保大模型及“小蓝博士”环保智能机器人已实现研发落地与应用，该大模型已通过国家生成式人工智能服务备案。	公司拟收购邢台顺科100%股权和邢台智算100%股权，积极完善业务布局	2026-05-07\|19.30\|7.94\|17.99\|19.48\|17.81\|601418;2026-05-08\|19.52\|1.14\|18.99\|20.07\|18.93\|667540;2026-05-11\|18.87\|-3.33\|19.08\|19.50\|18.10\|604289;2026-05-12\|18.40\|-2.49\|18.80\|19.04\|17.97\|369135;2026-05-13\|20.05\|8.97\|18.17\|20.40\|18.03\|474433;2026-05-14\|18.85\|-5.99\|20.15\|20.66\|18.84\|423906;2026-05-15\|19.04\|1.01\|18.88\|19.50\|18.52\|258247;2026-05-18\|19.50\|2.42\|19.00\|19.80\|18.80\|239894;2026-05-19\|20.09\|3.03\|19.31\|20.10\|19.01\|246998;2026-05-20\|20.63\|2.69\|19.93\|21.30\|19.55\|327922;2026-05-21\|19.87\|-3.68\|20.50\|21.14\|19.73\|285654;2026-05-22\|20.00\|0.65\|20.06\|20.75\|19.49\|281805;2026-05-25\|19.00\|-5.00\|20.00\|20.28\|18.86\|396416;2026-05-26\|19.28\|1.47\|19.05\|19.78\|18.95\|268004;2026-05-27\|19.20\|-0.41\|19.09\|19.50\|18.78\|243560;2026-05-28\|18.51\|-3.59\|19.20\|19.38\|18.06\|340950;2026-05-29\|18.67\|0.86\|18.90\|19.00\|17.92\|260646;2026-06-01\|18.61\|-0.32\|18.51\|19.04\|17.92\|227514;2026-06-02\|18.80\|1.02\|18.93\|19.05\|18.31\|161562;2026-06-03\|18.60\|-1.06\|18.88\|19.39\|18.40\|238512;2026-06-04\|18.90\|1.61\|18.10\|19.00\|18.10\|205773;2026-06-05\|18.71\|-1.01\|18.98\|19.40\|18.01\|277591;2026-06-08\|18.52\|-1.02\|17.89\|18.97\|17.80\|238277;2026-06-09\|18.12\|-2.16\|19.19\|19.98\|18.01\|310850;2026-06-10\|17.33\|-4.36\|17.85\|17.87\|16.73\|269111;2026-06-11\|16.60\|-4.21\|17.16\|17.25\|15.42\|361330;2026-06-12\|16.20\|-2.41\|16.70\|17.11\|16.09\|194464;2026-06-15\|17.56\|8.40\|16.45\|17.65\|16.39\|272822;2026-06-16\|17.58\|0.11\|17.48\|17.82\|17.24\|207652;2026-06-17\|16.92\|-3.75\|17.40\|18.05\|16.74\|280586;2026-06-18\|17.57\|3.84\|17.01\|17.73\|16.93\|218135;2026-06-22\|17.61\|0.23\|17.66\|18.19\|17.18\|223935;2026-06-23\|18.30\|3.92\|17.59\|18.70\|17.35\|279612;2026-06-24\|18.62\|1.75\|18.18\|18.80\|17.52\|297554;2026-06-25\|17.54\|-5.80\|18.65\|19.06\|17.47\|267011;2026-06-26\|17.11\|-2.45\|17.38\|17.80\|17.01\|148475;2026-06-29\|16.70\|-2.40\|16.98\|17.31\|16.29\|227092;2026-06-30\|17.44\|4.43\|16.65\|17.66\|16.40\|206920;2026-07-01\|17.70\|1.49\|17.29\|17.72\|16.85\|174362;2026-07-02\|16.91\|-4.46\|17.63\|17.72\|16.83\|136505;2026-07-03\|17.14\|1.36\|17.00\|17.28\|16.68\|118334;2026-07-06\|16.40\|-4.32\|17.00\|17.27\|16.31\|147775;2026-07-07\|16.89\|2.99\|16.40\|17.25\|16.26\|137627;2026-07-08\|16.85\|-0.24\|16.90\|17.33\|16.63\|176094;2026-07-09\|17.26\|2.43\|16.81\|17.50\|16.15\|281512;2026-07-10\|17.05\|-1.22\|17.30\|17.54\|16.72\|211197;2026-07-13\|16.11\|-5.51\|17.06\|17.20\|15.98\|206415;2026-07-14\|14.87\|-7.52\|15.56\|16.17\|14.00\|420250;2026-07-15\|15.32\|3.03\|14.95\|15.85\|14.79\|261543;2026-07-16\|14.33\|-6.46\|15.21\|15.38\|14.22\|223663;2026-07-17\|11.46\|-20.03\|13.09\|13.40\|11.46\|126052;2026-07-20\|10.16\|-11.34\|10.50\|11.90\|9.20\|966789;2026-07-21\|12.19\|19.98\|10.36\|12.19\|9.88\|710866;2026-07-22\|12.16\|-0.25\|12.20\|12.70\|11.80\|494252;2026-07-23\|12.06\|-0.82\|12.27\|12.80\|12.01\|325095;2026-07-24\|12.04\|-0.17\|11.82\|12.25\|11.80\|206212;2026-07-27\|12.32\|2.33\|12.22\|12.34\|11.71\|217706;2026-07-28\|11.79\|-4.30\|12.19\|12.36\|11.53\|220859;2026-07-29\|10.98\|-6.87\|11.59\|11.76\|10.80\|327425;2026-07-30\|9.35\|-14.85\|11.09\|11.27\|9.31\|494390;2026-07-31\|10.72\|14.65\|9.99\|10.85\|9.80\|439849;2026-08-03\|11.18\|4.29\|10.85\|11.35\|10.57\|334916;2026-08-04\|11.59\|3.67\|11.17\|11.83\|10.97\|337257;2026-08-05\|12.13\|4.66\|11.59\|12.21\|11.50\|308408;2026-08-06\|12.06\|-0.58\|12.09\|12.17\|11.48\|236420;2026-08-07\|12.82\|6.30\|12.12\|12.88\|11.86\|259249;2026-08-10\|12.41\|-3.20\|12.72\|12.84\|12.11\|244269;2026-08-11\|12.26\|-1.21\|12.33\|12.45\|12.03\|194799;2026-08-12\|12.66\|3.26\|12.33\|12.75\|12.18\|209008;2026-08-13\|12.43\|-1.82\|12.69\|13.60\|12.41\|295993;2026-08-14\|12.93\|4.02\|12.58\|12.95\|12.35\|246155;2026-08-17\|12.95\|0.15\|13.00\|13.03\|12.35\|283443;2026-08-18\|12.58\|-2.86\|12.92\|13.19\|12.46\|176106;2026-08-19\|11.67\|-7.23\|12.30\|12.56\|11.65\|211899;2026-08-20\|11.86\|1.63\|11.80\|12.14\|11.55\|178236;2026-08-21\|11.75\|-0.93\|11.73\|11.96\|11.53\|120843;2026-08-24\|11.31\|-3.74\|11.75\|11.75\|11.00\|162974;2026-08-25\|11.46\|1.33\|11.24\|11.66\|10.81\|234287;2026-08-26\|11.57\|0.96\|11.38\|11.62\|11.28\|138089;2026-08-27\|11.73\|1.38\|11.57\|11.80\|11.48\|110458;2026-08-28\|11.44\|-2.47\|11.71\|11.88\|11.37\|129511;2026-08-31\|11.61\|1.49\|11.27\|11.64\|11.23\|113661;2026-09-01\|11.72\|0.95\|11.65\|11.84\|11.26\|172424;2026-09-02\|11.60\|-1.02\|11.57\|11.74\|11.36\|113838;2026-09-03\|11.47\|-1.12\|11.90\|11.91\|11.35\|109526;2026-09-04\|11.16\|-2.70\|11.48\|11.60\|11.02\|113283;2026-09-07\|11.21\|0.45\|11.30\|11.43\|11.12\|120876;2026-09-08\|11.24\|0.27\|11.21\|11.45\|11.07\|143138;2026-09-09\|10.73\|-4.54\|11.24\|11.37\|10.70\|179592;2026-09-10\|10.60\|-1.21\|10.50\|10.76\|10.30\|210848;2026-09-11\|10.20\|-3.77\|10.52\|10.55\|9.99\|174410
121086	智谱落地1GW级国产AI算力数据中心建设；月之暗面Kimi称算力紧缺，暂停C端新用户订阅	算力租赁+精密金属结构件行业原因：东方证券指出，6月12日美国将Anthropic旗下Fable 5等模型列入出口管制，智谱发布GLM-5.2，国产模型的API调用量有望进一步提升，基于国产模型的算力与Token服务需求将维持较好的增速和景气度。公司原因： 1、据2026年4月28日年报，公司直接运营的AI算力云规模已达38,000P，提供全生命周期管理的综合性算力服务，居于业内领先地位。 2、据2026年4月28日年报，公司AI算力业务已完全实现以云交付方式为客户提供AI算力产品，客户可按需租赁服务器或虚拟算力资源。 3、据2026年4月28日年报，公司作为液晶电视金属结构件与元器件制造的专业厂商，拥有年加工钢材近12万吨、金属背板年产超3,000万张的制造能力，产能与产量继续保持业内第一。	公司直接运营的AI算力云规模已达38000P	2026-05-07\|158.28\|-0.36\|160.20\|166.55\|157.01\|400100;2026-05-08\|167.59\|5.88\|153.01\|173.58\|153.01\|374731;2026-05-11\|162.82\|-2.85\|167.55\|167.55\|152.25\|438806;2026-05-12\|157.01\|-3.57\|162.82\|169.33\|154.90\|335517;2026-05-13\|172.71\|10.00\|157.00\|172.71\|156.43\|401762;2026-05-14\|170.40\|-1.34\|175.00\|178.88\|168.00\|381036;2026-05-15\|170.00\|-0.23\|169.86\|181.50\|166.49\|388472;2026-05-18\|174.58\|2.69\|167.62\|174.66\|164.00\|317683;2026-05-19\|174.30\|-0.16\|170.00\|175.93\|166.50\|252935;2026-05-20\|181.43\|4.09\|172.99\|181.50\|172.21\|303204;2026-05-21\|179.61\|-1.00\|178.00\|180.11\|172.64\|274507;2026-05-22\|195.65\|8.93\|185.74\|195.65\|176.80\|329466;2026-05-25\|202.00\|3.25\|200.90\|208.00\|185.80\|354360;2026-05-26\|211.94\|4.92\|197.89\|216.88\|193.00\|318169;2026-05-27\|214.08\|1.01\|208.00\|215.05\|204.99\|241153;2026-05-28\|220.03\|2.78\|212.50\|221.00\|211.01\|283095;2026-05-29\|240.73\|9.41\|230.00\|240.88\|227.89\|289088;2026-06-01\|216.66\|-10.00\|216.66\|216.66\|216.66\|26866;2026-06-02\|195.41\|-9.81\|194.99\|210.00\|194.99\|408981;2026-06-03\|207.88\|6.38\|190.53\|209.77\|189.94\|376717;2026-06-04\|200.42\|-3.59\|204.13\|211.69\|200.00\|264090;2026-06-05\|180.38\|-10.00\|200.43\|202.58\|180.38\|337418;2026-06-08\|162.34\|-10.00\|162.34\|166.98\|162.34\|80674;2026-06-09\|160.71\|-1.00\|159.96\|169.98\|151.00\|346491;2026-06-10\|144.64\|-10.00\|159.12\|160.00\|144.64\|380899;2026-06-11\|139.30\|-3.69\|142.00\|147.28\|138.00\|266824;2026-06-12\|152.15\|9.22\|143.50\|153.23\|141.00\|334730;2026-06-15\|167.37\|10.00\|152.14\|167.37\|150.40\|325008;2026-06-16\|163.10\|-2.55\|169.66\|173.97\|158.55\|373469;2026-06-17\|165.03\|1.18\|163.00\|167.98\|159.19\|330264;2026-06-18\|176.58\|7.00\|168.31\|178.00\|168.31\|329355;2026-06-22\|194.24\|10.00\|175.00\|194.24\|172.58\|356773;2026-06-23\|201.93\|3.96\|195.01\|210.37\|185.00\|403788;2026-06-24\|219.00\|8.45\|196.00\|222.12\|192.29\|382902;2026-06-25\|207.88\|-5.08\|215.31\|225.85\|205.60\|364136;2026-06-26\|187.09\|-10.00\|205.00\|205.00\|187.09\|287871;2026-06-29\|176.86\|-5.47\|185.00\|190.57\|172.20\|300581;2026-06-30\|178.81\|1.10\|174.50\|188.01\|169.90\|286424;2026-07-01\|193.40\|8.16\|183.00\|193.40\|176.08\|306011;2026-07-02\|174.06\|-10.00\|184.00\|185.99\|174.06\|202588;2026-07-03\|166.61\|-4.28\|160.86\|175.28\|160.86\|211142;2026-07-06\|172.90\|3.78\|171.19\|174.78\|165.00\|197246;2026-07-07\|111.07\|-10.00\|123.68\|123.70\|111.07\|284145;2026-07-08\|115.37\|3.87\|112.00\|118.30\|107.00\|334180;2026-07-09\|123.35\|6.92\|118.10\|126.60\|116.01\|340397;2026-07-10\|116.60\|-5.47\|122.11\|127.62\|115.66\|358430;2026-07-13\|108.15\|-7.25\|110.01\|117.70\|106.41\|239165;2026-07-14\|113.00\|4.48\|109.33\|113.00\|102.59\|292203;2026-07-15\|112.09\|-0.81\|118.00\|119.85\|112.01\|343563;2026-07-16\|100.88\|-10.00\|106.73\|112.88\|100.88\|319938;2026-07-17\|90.79\|-10.00\|98.99\|100.50\|90.79\|363967;2026-07-20\|97.80\|7.72\|96.88\|99.87\|93.85\|435245;2026-07-21\|107.58\|10.00\|100.00\|107.58\|98.86\|369521;2026-07-22\|118.34\|10.00\|114.00\|118.34\|112.80\|128258;2026-07-23\|120.68\|1.98\|125.34\|130.17\|119.33\|648373;2026-07-24\|108.61\|-10.00\|114.00\|116.21\|108.61\|435395;2026-07-27\|115.06\|5.94\|105.00\|118.00\|100.19\|438580;2026-07-28\|103.55\|-10.00\|108.74\|111.85\|103.55\|311550;2026-07-29\|96.95\|-6.37\|99.99\|101.04\|93.30\|354625;2026-07-30\|87.28\|-9.97\|96.82\|99.68\|87.26\|367385;2026-07-31\|96.01\|10.00\|96.01\|96.01\|94.16\|189057;2026-08-03\|93.10\|-3.03\|101.65\|104.62\|92.18\|481045;2026-08-04\|102.41\|10.00\|100.41\|102.41\|99.39\|140558;2026-08-05\|112.65\|10.00\|109.55\|112.65\|107.53\|272856;2026-08-06\|122.52\|8.76\|112.31\|123.92\|112.31\|767764;2026-08-07\|127.40\|3.98\|122.30\|129.89\|119.52\|532633;2026-08-10\|125.81\|-1.25\|127.35\|129.00\|120.49\|381338;2026-08-11\|118.22\|-6.03\|125.81\|126.16\|117.98\|409889;2026-08-12\|119.36\|0.96\|126.28\|127.00\|117.33\|468154;2026-08-13\|125.00\|4.73\|126.00\|131.30\|124.78\|570031;2026-08-14\|137.50\|10.00\|127.66\|137.50\|123.01\|679206;2026-08-17\|142.84\|3.88\|137.80\|148.25\|135.55\|759376;2026-08-18\|136.47\|-4.46\|138.85\|143.66\|135.90\|459064;2026-08-19\|134.95\|-1.11\|128.40\|139.14\|128.10\|525348;2026-08-20\|130.57\|-3.25\|132.00\|136.80\|123.00\|432195;2026-08-21\|125.97\|-3.52\|127.96\|130.80\|125.00\|339409;2026-08-24\|121.78\|-3.33\|127.00\|129.20\|117.48\|323162;2026-08-25\|119.30\|-2.04\|117.10\|122.32\|115.66\|280554;2026-08-26\|117.57\|-1.45\|120.29\|121.66\|116.02\|252148;2026-08-27\|125.22\|6.51\|119.99\|125.37\|117.10\|395272;2026-08-28\|119.95\|-4.21\|124.00\|125.19\|119.62\|352567;2026-08-31\|122.16\|1.84\|114.38\|123.00\|114.28\|350133;2026-09-01\|113.58\|-7.02\|121.00\|121.00\|113.18\|291420;2026-09-02\|115.01\|1.26\|109.50\|118.06\|109.50\|286990;2026-09-03\|111.61\|-2.96\|115.00\|115.50\|110.51\|227758;2026-09-04\|108.35\|-2.92\|114.00\|114.60\|107.00\|225875;2026-09-07\|111.38\|2.80\|110.40\|112.90\|107.80\|253810;2026-09-08\|108.99\|-2.15\|112.00\|115.50\|108.04\|276801;2026-09-09\|109.26\|0.25\|112.50\|113.88\|107.82\|227251;2026-09-10\|106.38\|-2.64\|106.00\|107.70\|104.75\|206070;2026-09-11\|105.30\|-1.02\|103.19\|106.40\|101.69\|203450
121085	头部大模型企业月之暗面已向投资人发送上市议案	间接参股月之暗面+AI应用+拟投资阶跃星辰+境外会展 1、据2026年7月13日互动易，目前公司参股的“华月创智（青岛）创业投资基金合伙企业（有限合伙）”持有“北京月之暗面科技有限公司”4.233%的股权。 2、据2026年5月25日公告，公司拟以自有资金1.5亿元认购上海阶跃星辰智能科技股份有限公司发行的股份，阶跃星辰为国产大模型“AI六小龙”之一。 3、据2026年4月13日投资者关系活动记录表，公司发布了“AI慧展1.0”并集成了慧搜、慧译等六大工具，AI眼镜Global版已在越南、巴西等多展会实际应用；公司首创的TradeChina Assistant展会AI助手在核心展会买家渗透率高达76%。 4、据2025年年度报告，公司主营境外会展的策划、组织及运营服务，聚焦中国企业出海，在“一带一路”、RCEP及金砖国家市场构建了覆盖广泛的境外自办展网络，在出国办展领域具有规模优势和市场占有率领先地位。	目前公司参股的“华月创智（青岛）创业投资基金合伙企业（有限合伙）”持有“北京月之暗面科技有限公司”4.233%的股权	2026-05-07\|11.05\|0.73\|11.08\|11.10\|10.89\|32872;2026-05-08\|11.14\|0.81\|11.08\|11.18\|11.00\|30793;2026-05-11\|11.07\|-0.63\|11.22\|11.22\|10.97\|30651;2026-05-12\|10.85\|-1.99\|11.11\|11.18\|10.82\|28542;2026-05-13\|10.80\|-0.46\|11.00\|11.00\|10.73\|30830;2026-05-14\|10.50\|-2.78\|10.82\|10.82\|10.50\|35246;2026-05-15\|10.41\|-0.86\|10.60\|10.65\|10.31\|42138;2026-05-18\|10.53\|1.15\|10.41\|10.61\|10.27\|37090;2026-05-19\|10.70\|1.61\|10.60\|10.79\|10.54\|28346;2026-05-20\|10.35\|-3.27\|10.71\|10.72\|10.35\|26288;2026-05-21\|10.01\|-3.29\|10.40\|10.55\|10.00\|28683;2026-05-22\|10.28\|2.70\|10.03\|10.33\|9.96\|32184;2026-05-25\|10.26\|-0.19\|10.27\|10.45\|10.13\|30521;2026-05-26\|12.31\|19.98\|12.31\|12.31\|12.05\|110192;2026-05-27\|11.56\|-6.09\|12.66\|12.99\|11.10\|307131;2026-05-28\|11.03\|-4.58\|10.78\|11.39\|10.78\|185360;2026-05-29\|10.56\|-4.26\|11.00\|11.48\|10.37\|167616;2026-06-01\|10.68\|1.14\|10.37\|10.83\|10.28\|110244;2026-06-02\|10.12\|-5.24\|10.55\|10.61\|10.04\|103595;2026-06-03\|9.81\|-3.06\|10.03\|10.11\|9.74\|99246;2026-06-04\|9.50\|-3.16\|9.72\|9.74\|9.41\|63962;2026-06-05\|9.61\|1.16\|9.45\|9.72\|9.33\|56386;2026-06-08\|9.54\|-0.73\|9.35\|9.66\|9.21\|58194;2026-06-09\|9.65\|1.15\|9.54\|9.74\|9.36\|50042;2026-06-10\|9.43\|-2.28\|9.56\|9.72\|9.28\|42303;2026-06-11\|9.17\|-2.76\|9.33\|9.40\|9.06\|42214;2026-06-12\|9.40\|2.51\|9.28\|9.48\|9.12\|46844;2026-06-15\|9.46\|0.64\|9.42\|9.84\|9.38\|48882;2026-06-16\|9.33\|-1.37\|9.44\|9.49\|9.16\|31906;2026-06-17\|9.02\|-3.32\|9.37\|9.39\|8.97\|41903;2026-06-18\|9.03\|0.11\|9.06\|9.19\|8.86\|43534;2026-06-22\|9.16\|1.44\|9.10\|9.17\|8.76\|41244;2026-06-23\|9.16\|0.00\|9.24\|9.34\|9.10\|36129;2026-06-24\|8.86\|-3.28\|9.07\|9.15\|8.81\|40970;2026-06-25\|8.68\|-2.03\|8.85\|9.01\|8.58\|36326;2026-06-26\|8.45\|-2.65\|8.61\|8.65\|8.34\|33868;2026-06-29\|8.50\|0.59\|8.40\|8.58\|8.17\|38663;2026-06-30\|8.56\|0.71\|8.55\|8.63\|8.40\|40998;2026-07-01\|8.71\|1.75\|8.47\|8.84\|8.46\|39558;2026-07-02\|8.66\|-0.57\|8.65\|8.90\|8.64\|37202;2026-07-03\|8.81\|1.73\|8.77\|8.90\|8.67\|32011;2026-07-06\|8.79\|-0.23\|8.82\|8.97\|8.71\|37069;2026-07-07\|8.30\|-5.57\|8.81\|8.82\|8.29\|39309;2026-07-08\|8.37\|0.84\|8.36\|8.44\|8.20\|40524;2026-07-09\|8.33\|-0.48\|8.33\|8.43\|8.12\|30479;2026-07-10\|8.42\|1.08\|8.32\|8.61\|8.16\|39223;2026-07-13\|8.03\|-4.63\|8.30\|8.44\|7.99\|51539;2026-07-14\|8.19\|1.99\|8.02\|8.23\|7.93\|34427;2026-07-15\|8.39\|2.44\|8.19\|8.41\|8.18\|32561;2026-07-16\|8.73\|4.05\|8.39\|8.81\|8.27\|46190;2026-07-17\|10.48\|20.05\|9.24\|10.48\|9.21\|164205;2026-07-20\|11.09\|5.82\|12.58\|12.58\|10.65\|440418;2026-07-21\|13.31\|20.02\|10.49\|13.31\|10.49\|477177;2026-07-22\|14.34\|7.74\|13.20\|14.90\|12.63\|529847;2026-07-23\|12.84\|-10.46\|13.30\|13.70\|12.25\|434027;2026-07-24\|11.07\|-13.79\|11.99\|12.23\|10.96\|353295;2026-07-27\|13.28\|19.96\|10.52\|13.28\|10.28\|386098;2026-07-28\|13.54\|1.96\|13.19\|14.66\|12.68\|501962;2026-07-29\|14.22\|5.02\|13.55\|14.90\|13.55\|440071;2026-07-30\|13.70\|-3.66\|14.24\|15.31\|13.50\|441052;2026-07-31\|16.44\|20.00\|13.15\|16.44\|13.00\|585580;2026-08-03\|14.20\|-13.63\|15.50\|15.68\|14.02\|483148;2026-08-04\|15.58\|9.72\|14.69\|16.40\|14.10\|518354;2026-08-05\|16.54\|6.16\|15.31\|17.70\|14.81\|549106;2026-08-06\|15.70\|-5.08\|15.60\|16.80\|15.35\|424801;2026-08-07\|15.52\|-1.15\|15.41\|16.25\|14.78\|429284;2026-08-10\|16.14\|3.99\|15.40\|16.89\|15.40\|431084;2026-08-11\|15.20\|-5.82\|15.82\|16.43\|14.90\|366882;2026-08-12\|16.87\|10.99\|15.11\|17.53\|14.93\|520212;2026-08-13\|16.63\|-1.42\|17.02\|18.48\|16.55\|485423;2026-08-14\|17.10\|2.83\|17.06\|18.80\|16.72\|496580;2026-08-17\|18.13\|6.02\|17.95\|18.88\|17.60\|493104;2026-08-18\|16.74\|-7.67\|17.58\|17.68\|16.18\|448043;2026-08-19\|15.10\|-9.80\|15.68\|16.17\|14.33\|399245;2026-08-20\|14.02\|-7.15\|14.88\|15.08\|13.91\|299562;2026-08-21\|13.70\|-2.28\|13.92\|14.06\|13.40\|241113;2026-08-24\|12.65\|-7.66\|13.51\|13.55\|12.39\|266774;2026-08-25\|12.69\|0.32\|12.60\|12.95\|12.21\|237310;2026-08-26\|12.43\|-2.05\|12.71\|12.79\|12.10\|189194;2026-08-27\|13.76\|10.70\|13.25\|14.42\|13.25\|425132;2026-08-28\|13.31\|-3.27\|13.76\|14.38\|13.22\|357268;2026-08-31\|13.81\|3.76\|13.16\|14.30\|13.10\|324248;2026-09-01\|13.56\|-1.81\|13.73\|14.19\|13.36\|255712;2026-09-02\|13.06\|-3.69\|13.30\|13.64\|12.81\|200437;2026-09-03\|14.08\|7.81\|13.77\|15.01\|13.77\|427951;2026-09-04\|13.84\|-1.70\|14.10\|14.54\|13.61\|350091;2026-09-07\|13.65\|-1.37\|13.95\|13.99\|13.35\|233246;2026-09-08\|13.08\|-4.18\|13.45\|13.50\|13.00\|201818;2026-09-09\|12.75\|-2.52\|13.00\|13.00\|12.57\|144876;2026-09-10\|12.40\|-2.75\|12.69\|12.70\|12.37\|110857;2026-09-11\|12.00\|-3.23\|12.15\|12.24\|11.78\|119876
121084	头部大模型企业月之暗面已向投资人发送上市议案	参股月之暗面+拟投资阶跃星辰+AI医疗 1、据2026年6月15日21世纪经济报道，公司董事长刘毅表示投资月之暗面是基于“投科学家”逻辑；据2026年4月29日年报，公司参与投资的核心项目包括月之暗面。 2、据2026年6月1日公告，公司参与的海棠同慧基金已签署协议拟投资阶跃星辰；据2026年4月29日投资者关系管理信息，公司已实现对AI领域算法、算力、应用、数据等产业链全覆盖。 3、据2026年4月29日年报及投资者关系管理信息，公司“AIoT糖尿病家庭医助”项目持续推进，已组建30余人AI团队，基于约47.98万用户私域数据训练垂直大模型，赋能糖尿病诊疗照护业务。	1、公司间接投资Kimi、DeepSeek等多家大模型公司； 2、公司上半年净利预增204.29%至269.5%，主要系公司在科创投资领域的布局收益显现，报告期内底层标的估值上涨	2026-05-07\|78.30\|8.00\|73.69\|79.75\|72.07\|446200;2026-05-08\|76.13\|-2.77\|76.61\|78.50\|74.45\|304302;2026-05-11\|73.12\|-3.95\|76.87\|78.21\|72.55\|399727;2026-05-12\|74.60\|2.02\|72.69\|75.68\|72.51\|238358;2026-05-13\|77.92\|4.45\|74.23\|79.80\|71.86\|373428;2026-05-14\|78.82\|1.16\|80.04\|84.50\|78.29\|402524;2026-05-15\|74.38\|-5.63\|78.84\|78.84\|74.20\|267487;2026-05-18\|73.44\|-1.26\|74.38\|76.65\|72.92\|269698;2026-05-19\|73.93\|0.67\|73.77\|75.27\|72.18\|200201;2026-05-20\|70.68\|-4.40\|73.14\|75.14\|69.33\|269211;2026-05-21\|72.61\|2.73\|71.68\|77.75\|70.12\|471277;2026-05-22\|79.87\|10.00\|73.78\|79.87\|73.00\|359914;2026-05-25\|87.86\|10.00\|80.80\|87.86\|80.70\|310206;2026-05-26\|91.58\|4.23\|92.28\|92.99\|87.13\|476836;2026-05-27\|84.54\|-7.69\|91.00\|92.00\|83.69\|326715;2026-05-28\|76.50\|-9.51\|84.00\|85.48\|76.09\|371312;2026-05-29\|76.29\|-0.27\|76.90\|79.33\|75.29\|285548;2026-06-01\|77.79\|1.97\|76.33\|80.68\|76.32\|298473;2026-06-02\|77.79\|0.00\|78.38\|80.00\|75.29\|263003;2026-06-03\|77.20\|1.18\|75.80\|78.89\|74.66\|244035;2026-06-04\|73.92\|-4.25\|76.49\|77.47\|73.50\|167152;2026-06-05\|70.68\|-4.38\|73.42\|74.00\|69.61\|231336;2026-06-08\|67.97\|-3.83\|69.02\|69.99\|67.07\|199165;2026-06-09\|67.70\|-0.40\|68.73\|68.95\|65.21\|253955;2026-06-10\|64.98\|-4.02\|67.69\|67.80\|63.38\|182076;2026-06-11\|61.74\|-4.99\|64.51\|64.88\|61.24\|187071;2026-06-12\|60.90\|-1.36\|62.97\|63.48\|60.51\|167115;2026-06-15\|66.99\|10.00\|63.88\|66.99\|63.10\|72254;2026-06-16\|70.90\|5.84\|70.41\|71.86\|69.10\|391476;2026-06-17\|66.83\|-5.74\|71.96\|71.96\|65.79\|306461;2026-06-18\|73.51\|10.00\|66.77\|73.51\|66.56\|222515;2026-06-22\|72.88\|-0.86\|73.51\|74.00\|71.03\|309428;2026-06-23\|68.99\|-5.34\|72.00\|72.80\|68.82\|236845;2026-06-24\|68.05\|-1.36\|68.82\|71.21\|67.38\|176255;2026-06-25\|71.83\|5.55\|69.00\|74.50\|68.09\|324974;2026-06-26\|66.50\|-7.42\|71.17\|71.82\|65.81\|267918;2026-06-29\|66.83\|0.50\|66.51\|70.38\|66.01\|244627;2026-06-30\|70.68\|5.76\|66.01\|71.78\|64.25\|249832;2026-07-01\|69.52\|-1.64\|70.20\|71.79\|68.80\|150860;2026-07-02\|67.16\|-3.39\|68.01\|69.00\|66.26\|164226;2026-07-03\|66.44\|-1.07\|66.49\|67.76\|65.50\|122379;2026-07-06\|63.30\|-4.73\|66.00\|67.30\|63.15\|173071;2026-07-07\|59.75\|-5.61\|63.00\|63.10\|59.20\|171250;2026-07-08\|59.61\|-0.23\|60.18\|61.60\|57.64\|190795;2026-07-09\|58.36\|-2.10\|59.46\|60.29\|56.70\|154512;2026-07-10\|58.80\|0.75\|58.92\|60.58\|58.27\|161951;2026-07-13\|55.36\|-5.85\|58.21\|59.63\|55.04\|146528;2026-07-14\|60.90\|10.01\|55.88\|60.90\|55.60\|241288;2026-07-15\|66.99\|10.00\|66.99\|66.99\|66.99\|32560;2026-07-16\|72.00\|7.48\|70.33\|73.69\|68.50\|657616;2026-07-17\|79.20\|10.00\|79.20\|79.20\|76.89\|456456;2026-07-20\|72.50\|-8.46\|87.12\|87.12\|71.55\|918230;2026-07-21\|79.75\|10.00\|75.05\|79.75\|73.27\|604422;2026-07-22\|81.64\|2.37\|83.31\|85.06\|79.20\|823138;2026-07-23\|73.48\|-10.00\|79.21\|79.99\|73.48\|505824;2026-07-24\|67.58\|-8.03\|69.00\|71.16\|67.51\|537373;2026-07-27\|72.40\|7.13\|67.37\|72.98\|65.05\|482050;2026-07-28\|67.03\|-7.42\|69.81\|71.77\|66.89\|328507;2026-07-29\|66.81\|-0.33\|66.58\|68.99\|65.10\|318041;2026-07-30\|62.24\|-6.84\|68.00\|68.49\|61.40\|404821;2026-07-31\|68.46\|9.99\|65.55\|68.46\|65.36\|477130;2026-08-03\|64.65\|-5.57\|66.71\|68.56\|64.48\|390065;2026-08-04\|67.30\|4.10\|66.65\|68.23\|65.32\|349336;2026-08-05\|69.69\|3.55\|66.79\|71.00\|66.48\|432376;2026-08-06\|71.37\|2.41\|68.50\|73.45\|68.49\|460603;2026-08-07\|72.62\|1.75\|70.68\|74.60\|70.20\|515998;2026-08-10\|72.28\|-0.47\|73.78\|76.88\|71.71\|393070;2026-08-11\|70.80\|-2.05\|71.68\|72.78\|70.12\|307748;2026-08-12\|71.72\|1.30\|70.93\|73.30\|70.83\|255250;2026-08-13\|72.35\|0.88\|72.43\|75.29\|71.38\|314101;2026-08-14\|73.21\|1.19\|73.50\|74.56\|72.32\|230963;2026-08-17\|75.62\|3.29\|75.40\|76.15\|73.50\|267228;2026-08-18\|74.31\|-1.73\|75.00\|75.45\|73.61\|202427;2026-08-19\|70.38\|-5.29\|72.40\|74.37\|70.00\|230547;2026-08-20\|69.66\|-1.02\|71.81\|72.33\|69.10\|189080;2026-08-21\|70.70\|1.49\|69.01\|71.68\|69.00\|168429;2026-08-24\|67.27\|-4.85\|70.68\|70.95\|66.16\|195264;2026-08-25\|65.60\|-2.48\|66.81\|66.81\|63.50\|200284;2026-08-26\|67.11\|2.30\|65.50\|67.12\|65.06\|178241;2026-08-27\|69.41\|3.43\|68.06\|69.95\|66.90\|254969;2026-08-28\|67.86\|-2.23\|68.99\|69.49\|67.41\|197268;2026-08-31\|70.35\|3.67\|66.74\|70.70\|66.62\|201731;2026-09-01\|69.16\|-1.69\|70.35\|70.36\|69.02\|143255;2026-09-02\|68.20\|-1.39\|68.45\|69.00\|67.81\|106167;2026-09-03\|68.02\|-0.26\|70.33\|70.55\|66.98\|174246;2026-09-04\|67.60\|-0.62\|68.00\|69.19\|66.66\|177907;2026-09-07\|69.60\|2.96\|67.28\|70.50\|66.60\|219162;2026-09-08\|67.16\|-3.51\|69.39\|69.47\|65.91\|225869;2026-09-09\|65.30\|-2.77\|66.66\|66.97\|63.62\|253972;2026-09-10\|62.39\|-4.46\|64.10\|64.50\|62.39\|198394;2026-09-11\|61.41\|-1.57\|61.38\|61.87\|60.38\|144487
121083	中报业绩密集披露	中报预增+华为鲸鸿+互联网媒体+广告行业原因：据华创证券7月12日研报，大语言模型及多模态模型能力提升将带动广告行业从底层架构到投放模式全面升级，广告营销行业高频决策、目标函数清晰等特点有望助推新一代垂直智能体在广告营销领域优先诞生。公司原因： 1、据2026年7月15日公告，公司预计2026年上半年归属于上市公司股东的净利润为1.35亿元至1.45亿元，同比增长63.69%至75.81%，主要系主营业务稳健发展，其中互联网媒体业务利润同比增长，且转让参股公司股权确认投资收益约0.67亿元。 2、据2025年年报及2026年7月3日互动易，公司自2021年9月起成为华为鲸鸿动能广告代理商，2025年持续保持铂金服务商级别，2026年代理业务正常有序开展，该平台作为整合华为全场景生态流量的数字化营销平台，触达用户规模超7亿。 3、据2025年年报，公司互联网媒体业务在PC端与移动端双线并行，移动端产品矩阵拥有超四百万月活用户，该业务报告期内实现收入同比增长56.96%，毛利同比增长87.92%。	公司预计上半年净利润同比增长63.69%至75.81%，报告期内，公司主营业务稳健发展，为本期净利润提供稳定支撑，其中互联网媒体业务保持了较好的盈利能力，利润同比增长；公司对外转让参股公司上海邑炎信息科技有限公司22.4128%的股权确认投资收益约为0.67亿元，计入非经常性损益，相关事项已于2026年6月完成	2026-05-07\|7.52\|0.67\|7.47\|7.54\|7.38\|227433;2026-05-08\|7.57\|0.66\|7.54\|7.69\|7.53\|237965;2026-05-11\|7.51\|-0.79\|7.60\|7.62\|7.46\|232614;2026-05-12\|7.34\|-2.26\|7.50\|7.52\|7.34\|202549;2026-05-13\|7.43\|1.23\|7.33\|7.47\|7.30\|160411;2026-05-14\|7.10\|-4.44\|7.50\|7.52\|7.10\|276506;2026-05-15\|7.13\|0.42\|7.11\|7.28\|7.07\|205567;2026-05-18\|7.19\|0.84\|7.09\|7.26\|7.06\|177133;2026-05-19\|7.32\|1.81\|7.19\|7.37\|7.16\|201352;2026-05-20\|7.01\|-4.24\|7.29\|7.29\|7.00\|257755;2026-05-21\|6.80\|-3.00\|7.03\|7.17\|6.78\|273358;2026-05-22\|6.81\|0.15\|6.80\|6.88\|6.67\|208299;2026-05-25\|6.13\|-9.99\|6.66\|6.75\|6.13\|532923;2026-05-26\|6.11\|-0.33\|6.03\|6.28\|5.97\|579536;2026-05-27\|5.83\|-4.58\|6.12\|6.19\|5.77\|520285;2026-05-28\|5.83\|0.00\|5.83\|5.87\|5.62\|368315;2026-05-29\|5.76\|-1.20\|5.83\|5.95\|5.71\|296013;2026-06-01\|6.07\|5.38\|5.77\|6.19\|5.76\|412060;2026-06-02\|5.93\|-2.31\|6.06\|6.09\|5.89\|257487;2026-06-03\|5.78\|-2.53\|5.92\|5.92\|5.71\|222097;2026-06-04\|5.69\|-1.56\|5.73\|5.87\|5.64\|275800;2026-06-05\|5.77\|1.41\|5.71\|5.87\|5.61\|239557;2026-06-08\|5.67\|-1.73\|5.61\|5.81\|5.58\|244992;2026-06-09\|5.73\|1.06\|5.68\|5.78\|5.57\|254826;2026-06-10\|5.73\|0.00\|5.71\|5.84\|5.62\|249692;2026-06-11\|5.47\|-4.54\|5.69\|5.69\|5.43\|299144;2026-06-12\|5.57\|1.83\|5.51\|5.62\|5.43\|240800;2026-06-15\|5.58\|0.18\|5.58\|5.68\|5.51\|271873;2026-06-16\|5.64\|1.08\|5.56\|5.67\|5.47\|254473;2026-06-17\|5.50\|-2.48\|5.60\|5.67\|5.46\|247716;2026-06-18\|5.46\|-0.73\|5.45\|5.54\|5.40\|262972;2026-06-22\|5.60\|2.56\|5.43\|5.61\|5.23\|469480;2026-06-23\|5.62\|0.36\|5.70\|5.90\|5.59\|385418;2026-06-24\|5.37\|-4.45\|5.63\|5.64\|5.31\|317383;2026-06-25\|5.24\|-2.42\|5.33\|5.37\|5.20\|258905;2026-06-26\|5.07\|-3.24\|5.19\|5.26\|5.01\|304239;2026-06-29\|5.10\|0.59\|5.08\|5.14\|4.95\|284118;2026-06-30\|5.11\|0.20\|5.10\|5.19\|5.03\|216328;2026-07-01\|5.27\|3.13\|5.11\|5.43\|5.06\|356537;2026-07-02\|5.28\|0.19\|5.25\|5.49\|5.25\|397756;2026-07-03\|5.33\|0.95\|5.30\|5.39\|5.21\|300869;2026-07-06\|5.23\|-1.88\|5.31\|5.38\|5.22\|229054;2026-07-07\|5.10\|-2.49\|5.21\|5.29\|5.08\|217164;2026-07-08\|5.18\|1.57\|5.09\|5.21\|5.06\|260413;2026-07-09\|5.17\|-0.19\|5.17\|5.27\|5.06\|303247;2026-07-10\|5.33\|3.09\|5.13\|5.49\|5.04\|476647;2026-07-13\|5.13\|-3.75\|5.30\|5.38\|5.11\|343867;2026-07-14\|5.14\|0.19\|5.12\|5.16\|5.02\|283453;2026-07-15\|5.65\|9.92\|5.38\|5.65\|5.34\|484950;2026-07-16\|6.22\|10.09\|5.65\|6.22\|5.65\|832372;2026-07-17\|6.84\|9.97\|6.65\|6.84\|6.36\|2571447;2026-07-20\|6.34\|-7.31\|6.55\|6.73\|6.22\|2137278;2026-07-21\|6.92\|9.15\|6.36\|6.97\|6.34\|2830413;2026-07-22\|6.92\|0.00\|6.49\|7.23\|6.24\|2674280;2026-07-23\|6.90\|-0.29\|6.66\|6.94\|6.44\|1600945;2026-07-24\|6.47\|-6.23\|6.67\|7.19\|6.45\|1618197;2026-07-27\|7.12\|10.05\|6.43\|7.12\|6.17\|1248727;2026-07-28\|7.45\|4.63\|7.20\|7.82\|6.96\|2750806;2026-07-29\|7.17\|-3.76\|7.18\|7.37\|6.88\|1794978;2026-07-30\|6.81\|-5.02\|7.00\|7.36\|6.75\|1557878;2026-07-31\|7.49\|9.99\|6.60\|7.49\|6.60\|1404565;2026-08-03\|7.59\|1.34\|7.78\|7.94\|7.45\|2163218;2026-08-04\|7.64\|0.66\|7.58\|7.89\|7.51\|1862928;2026-08-05\|7.85\|2.75\|7.60\|7.88\|7.53\|2022919;2026-08-06\|7.50\|-4.46\|7.65\|7.75\|7.40\|1352490;2026-08-07\|7.66\|2.13\|7.51\|8.25\|7.21\|2595701;2026-08-10\|7.48\|-2.35\|7.62\|7.75\|7.38\|1564872;2026-08-11\|7.37\|-1.47\|7.43\|7.60\|7.35\|956093;2026-08-12\|7.42\|0.68\|7.42\|7.65\|7.25\|1071394;2026-08-13\|7.02\|-5.39\|7.34\|7.56\|7.01\|1479707;2026-08-14\|7.36\|4.84\|7.09\|7.72\|7.01\|2194693;2026-08-17\|7.00\|-4.89\|7.21\|7.30\|6.79\|1755452;2026-08-18\|6.66\|-4.86\|7.07\|7.08\|6.58\|1089178;2026-08-19\|6.38\|-4.20\|6.60\|6.63\|6.38\|622957;2026-08-20\|6.49\|1.72\|6.45\|6.54\|6.35\|510401;2026-08-21\|6.47\|-0.31\|6.41\|6.48\|6.36\|399784;2026-08-24\|6.44\|-0.46\|6.46\|6.51\|6.34\|395994;2026-08-25\|6.73\|4.50\|6.40\|6.75\|6.38\|777244;2026-08-26\|6.69\|-0.59\|6.72\|6.79\|6.60\|503021;2026-08-27\|6.70\|0.15\|6.67\|6.72\|6.62\|407338;2026-08-28\|6.67\|-0.45\|6.75\|6.82\|6.65\|600169;2026-08-31\|6.89\|3.30\|6.56\|6.90\|6.53\|793858;2026-09-01\|7.19\|4.35\|6.87\|7.26\|6.84\|1071691;2026-09-02\|7.07\|-1.67\|7.16\|7.18\|7.01\|620355;2026-09-03\|6.96\|-1.56\|7.10\|7.23\|6.90\|618032;2026-09-04\|7.10\|2.01\|7.07\|7.30\|7.05\|795977;2026-09-07\|7.08\|-0.28\|7.06\|7.12\|6.97\|450980;2026-09-08\|7.15\|0.99\|7.08\|7.19\|7.00\|479506;2026-09-09\|6.92\|-3.22\|7.08\|7.11\|6.83\|545780;2026-09-10\|6.90\|-0.29\|6.86\|7.14\|6.78\|421278;2026-09-11\|6.75\|-2.17\|6.82\|6.88\|6.66\|397268
121082	中报业绩密集披露	算力租赁+5G消息+通信运维+亏损收窄行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2025年半年度报告，子公司海南博创云天科技有限公司主营算力销售。 2、据2026年4月21日年度报告，公司深耕信息智能传输与通信网络维护，拥有覆盖全国的三网短信通道资源，服务京东等头部客户，并布局5G消息、RCS及算力网络场景。 3、据2026年4月30日一季报，公司一季度亏损同比收窄22.06%，股东户数环比增加13.52%，资金关注度提升。	1、公司上半年业绩同比扭亏，主要系“持续实施降本增效举措，优化人员配置，削减租赁开支，有效降低期间费用，推动利润较去年同期小幅增长”； 2、公司申请名称一种通过插片式安装的光通信无源器件专利，全资子公司海南博创云天经营范围包含算力销售	2026-05-07\|5.35\|10.08\|5.28\|5.35\|5.27\|487884;2026-05-08\|5.41\|1.12\|5.66\|5.89\|5.34\|2824980;2026-05-11\|5.26\|-2.77\|5.46\|5.55\|5.21\|1934485;2026-05-12\|5.06\|-3.80\|5.37\|5.45\|5.03\|1383160;2026-05-13\|5.57\|10.08\|5.00\|5.57\|5.00\|1564014;2026-05-14\|5.32\|-4.49\|5.80\|5.85\|5.30\|1905961;2026-05-15\|5.15\|-3.20\|5.25\|5.39\|5.03\|1382060;2026-05-18\|4.84\|-6.02\|5.11\|5.35\|4.69\|1417463;2026-05-19\|4.70\|-2.89\|4.67\|4.81\|4.51\|1011741;2026-05-20\|4.45\|-5.32\|4.64\|4.66\|4.33\|998027;2026-05-21\|4.05\|-8.99\|4.46\|4.49\|4.03\|1146991;2026-05-22\|4.23\|4.44\|4.15\|4.27\|4.00\|874276;2026-05-25\|4.13\|-2.36\|4.26\|4.29\|4.06\|772113;2026-05-26\|3.94\|-4.60\|4.01\|4.02\|3.83\|668494;2026-05-27\|3.91\|-0.76\|3.94\|3.97\|3.77\|544001;2026-05-28\|4.30\|9.97\|3.92\|4.30\|3.91\|383776;2026-05-29\|4.04\|-6.05\|4.28\|4.28\|3.97\|1178251;2026-06-01\|4.01\|-0.74\|3.97\|4.11\|3.87\|655140;2026-06-02\|3.91\|-2.49\|4.00\|4.00\|3.70\|751689;2026-06-03\|3.95\|1.02\|3.88\|4.16\|3.84\|918004;2026-06-04\|3.82\|-3.29\|3.81\|3.93\|3.78\|559472;2026-06-05\|3.76\|-1.57\|3.79\|3.85\|3.71\|454674;2026-06-08\|3.62\|-3.72\|3.65\|3.78\|3.55\|440987;2026-06-09\|3.67\|1.38\|3.71\|3.74\|3.62\|307302;2026-06-10\|3.58\|-2.45\|3.68\|3.82\|3.56\|533008;2026-06-11\|3.51\|-1.96\|3.55\|3.57\|3.45\|430084;2026-06-12\|3.49\|-0.57\|3.58\|3.60\|3.47\|359927;2026-06-15\|3.55\|1.72\|3.53\|3.67\|3.50\|321719;2026-06-16\|3.77\|6.20\|3.55\|3.78\|3.46\|593363;2026-06-17\|3.65\|-3.18\|3.72\|3.72\|3.61\|395588;2026-06-18\|4.02\|10.14\|4.02\|4.02\|3.91\|461350;2026-06-22\|4.26\|5.97\|3.95\|4.36\|3.88\|1503619;2026-06-23\|3.94\|-7.51\|4.09\|4.09\|3.87\|907045;2026-06-24\|3.80\|-3.55\|3.76\|3.90\|3.67\|622790;2026-06-25\|3.59\|-5.53\|3.76\|3.78\|3.54\|560292;2026-06-26\|3.37\|-6.13\|3.53\|3.54\|3.34\|517339;2026-06-29\|3.33\|-1.19\|3.36\|3.44\|3.27\|413359;2026-06-30\|3.37\|1.20\|3.32\|3.41\|3.26\|332275;2026-07-01\|3.42\|1.48\|3.39\|3.47\|3.31\|438979;2026-07-02\|3.30\|-3.51\|3.40\|3.49\|3.28\|419608;2026-07-03\|3.28\|-0.61\|3.32\|3.36\|3.28\|289364;2026-07-06\|3.13\|-4.57\|3.29\|3.32\|3.11\|338061;2026-07-07\|3.03\|-3.19\|3.14\|3.15\|2.99\|280497;2026-07-08\|3.03\|0.00\|3.07\|3.07\|2.96\|241858;2026-07-09\|3.02\|-0.33\|3.03\|3.05\|2.92\|277392;2026-07-10\|3.09\|2.32\|3.02\|3.20\|2.98\|448109;2026-07-13\|2.98\|-3.56\|3.09\|3.30\|2.95\|502948;2026-07-14\|2.99\|0.34\|2.93\|3.02\|2.85\|335356;2026-07-15\|3.29\|10.03\|3.27\|3.29\|3.27\|258397;2026-07-16\|3.34\|1.52\|3.25\|3.50\|3.16\|972668;2026-07-17\|3.14\|-5.99\|3.22\|3.31\|3.06\|628245;2026-07-20\|3.45\|9.87\|3.22\|3.45\|3.22\|424396;2026-07-21\|3.80\|10.14\|3.53\|3.80\|3.46\|698662;2026-07-22\|3.99\|5.00\|4.16\|4.16\|3.78\|1912631;2026-07-23\|3.83\|-4.01\|3.88\|4.05\|3.75\|1516779;2026-07-24\|3.58\|-6.53\|3.64\|3.77\|3.56\|1057575;2026-07-27\|3.69\|3.07\|3.55\|3.70\|3.49\|812024;2026-07-28\|3.67\|-0.54\|3.63\|3.80\|3.59\|672580;2026-07-29\|3.67\|0.00\|3.69\|3.71\|3.53\|573738;2026-07-30\|3.45\|-5.99\|3.66\|3.67\|3.44\|514402;2026-07-31\|3.68\|6.67\|3.60\|3.78\|3.60\|778914;2026-08-03\|3.75\|1.90\|3.69\|3.81\|3.67\|475468;2026-08-04\|3.92\|4.53\|3.81\|4.05\|3.81\|679626;2026-08-05\|3.92\|0.00\|3.89\|3.95\|3.85\|540221;2026-08-06\|4.12\|5.10\|3.88\|4.31\|3.85\|1422720;2026-08-07\|3.98\|-3.40\|4.13\|4.14\|3.90\|1008553;2026-08-10\|4.00\|0.50\|3.93\|4.02\|3.85\|529694;2026-08-11\|3.98\|-0.50\|4.06\|4.07\|3.95\|449445;2026-08-12\|4.08\|2.51\|4.01\|4.14\|3.95\|613028;2026-08-13\|4.11\|0.74\|4.18\|4.48\|4.10\|1157864;2026-08-14\|4.07\|-0.97\|4.08\|4.17\|3.96\|719951;2026-08-17\|4.07\|0.00\|4.05\|4.08\|3.96\|496124;2026-08-18\|3.97\|-2.46\|4.06\|4.07\|3.94\|413861;2026-08-19\|3.72\|-6.30\|3.89\|3.95\|3.68\|464149;2026-08-20\|3.82\|2.69\|3.75\|3.86\|3.71\|309555;2026-08-21\|3.86\|1.05\|3.78\|3.88\|3.70\|267230;2026-08-24\|3.89\|0.78\|3.88\|3.95\|3.80\|352120;2026-08-25\|4.01\|3.08\|3.85\|4.05\|3.82\|564484;2026-08-26\|4.02\|0.25\|4.00\|4.06\|3.93\|435964;2026-08-27\|4.04\|0.50\|4.02\|4.07\|4.00\|399027;2026-08-28\|4.02\|-0.49\|4.04\|4.06\|3.99\|329841;2026-08-31\|4.02\|0.00\|3.98\|4.02\|3.92\|281427;2026-09-01\|4.07\|1.24\|4.04\|4.10\|4.00\|363819;2026-09-02\|4.07\|0.00\|4.03\|4.11\|4.00\|289227;2026-09-03\|3.99\|-1.97\|4.08\|4.11\|3.96\|315313;2026-09-04\|3.99\|0.00\|4.02\|4.10\|3.98\|341474;2026-09-07\|3.95\|-1.00\|4.00\|4.03\|3.94\|257879;2026-09-08\|4.01\|1.52\|3.97\|4.04\|3.94\|257551;2026-09-09\|3.98\|-0.75\|3.98\|4.16\|3.96\|288193;2026-09-10\|4.20\|5.53\|3.95\|4.38\|3.88\|1374096;2026-09-11\|4.10\|-2.38\|4.06\|4.17\|4.02\|904922
121081	中报业绩密集披露	中报预增+商业航天+红外芯片 1、据2026年7月21日公告，公司预计2026年上半年归母净利润12亿元至13亿元，同比增长242%到270%，主要系在手订单充裕、产能释放及红外8μm产品批量出货带动毛利率显著提高。 2、据2026年4月10日年报，公司主营业务为专用集成电路、特种芯片设计与制造，具备红外探测器芯片自研量产能力，在非制冷红外领域技术国内领先，并已成功研发世界首款8μm非制冷红外探测器。 3、据2026年6月15日投资者关系活动记录表，公司在商业航天领域陆续取得产品研发、招投标等显著进展，微波业务有望成为第二条增长曲线；面向商业航天的探测器已交付多家客户。	公司深度布局卫星载荷（TR芯片、星间激光通信红外模组）和地面终端、单星价值量超500W；上半年净利润预增242%到270%，报告期内，受益于行业需求高度景气，公司在手订单充裕、新接订单情况向好；另一方面，公司持续推进产能建设，随着产能的释放，公司2026 年二季度的营业收入实现了同比和环比双增长	2026-05-07\|146.96\|-1.10\|148.60\|149.38\|145.14\|107883;2026-05-08\|147.26\|0.20\|145.27\|148.00\|144.00\|77007;2026-05-11\|144.55\|-1.84\|147.45\|149.45\|143.00\|121698;2026-05-12\|144.10\|-0.31\|144.85\|147.60\|143.60\|85276;2026-05-13\|146.51\|1.67\|142.80\|147.59\|141.08\|88293;2026-05-14\|139.99\|-4.45\|146.00\|147.90\|139.98\|113721;2026-05-15\|134.66\|-3.81\|140.56\|140.98\|133.60\|111785;2026-05-18\|134.10\|-0.42\|135.32\|139.20\|132.68\|93369;2026-05-19\|133.26\|-0.63\|134.29\|134.29\|128.09\|106782;2026-05-20\|135.04\|1.34\|132.95\|135.78\|132.00\|83342;2026-05-21\|129.38\|-4.19\|136.73\|138.73\|128.91\|88696;2026-05-22\|133.78\|3.40\|131.97\|136.32\|128.26\|119320;2026-05-25\|137.02\|2.42\|134.81\|137.93\|132.00\|105425;2026-05-26\|133.25\|-2.75\|136.86\|137.50\|131.22\|82341;2026-05-27\|130.60\|-1.99\|134.00\|136.80\|129.70\|74316;2026-05-28\|137.69\|5.43\|129.80\|138.79\|129.66\|121820;2026-05-29\|127.80\|-7.18\|137.86\|138.03\|127.00\|168154;2026-06-01\|121.03\|-5.30\|127.64\|129.50\|120.47\|115620;2026-06-02\|123.71\|2.21\|122.00\|128.00\|120.56\|129797;2026-06-03\|121.91\|-1.46\|122.86\|124.61\|119.77\|137182;2026-06-04\|121.98\|0.06\|120.70\|123.69\|119.10\|98638;2026-06-05\|120.80\|-0.97\|122.93\|125.36\|118.81\|95729;2026-06-08\|116.98\|-3.16\|118.60\|120.78\|114.52\|105329;2026-06-09\|121.95\|4.25\|119.63\|121.95\|116.30\|84358;2026-06-10\|125.38\|2.81\|119.66\|127.27\|119.66\|126582;2026-06-11\|130.81\|4.33\|125.02\|131.77\|123.01\|142264;2026-06-12\|129.90\|-0.70\|133.10\|133.50\|129.02\|117703;2026-06-15\|134.75\|3.73\|130.90\|134.90\|126.60\|125241;2026-06-16\|133.85\|-0.67\|134.75\|136.45\|132.50\|90353;2026-06-17\|145.80\|8.93\|132.88\|146.51\|132.50\|120446;2026-06-18\|147.76\|1.34\|145.86\|149.00\|143.83\|84084;2026-06-22\|149.50\|1.18\|148.10\|149.86\|144.08\|111112;2026-06-23\|144.00\|-3.68\|149.63\|150.00\|143.00\|92887;2026-06-24\|142.90\|-0.76\|144.00\|145.35\|141.33\|89328;2026-06-25\|148.83\|4.15\|144.50\|150.88\|144.50\|95367;2026-06-26\|143.28\|-3.73\|147.98\|147.98\|141.26\|105686;2026-06-29\|143.98\|0.49\|142.81\|146.40\|137.00\|100062;2026-06-30\|154.69\|7.44\|144.02\|156.05\|143.10\|124896;2026-07-01\|149.00\|-3.68\|154.69\|157.20\|147.80\|113073;2026-07-02\|151.97\|1.99\|146.86\|157.86\|142.14\|130183;2026-07-03\|151.87\|-0.07\|152.69\|156.99\|146.16\|130265;2026-07-06\|149.78\|-1.38\|153.13\|155.85\|145.14\|107906;2026-07-07\|151.38\|1.07\|149.78\|156.82\|147.03\|97277;2026-07-08\|154.60\|2.32\|151.78\|160.38\|151.78\|148461;2026-07-09\|164.32\|6.29\|159.00\|166.66\|156.76\|175185;2026-07-10\|149.00\|-9.32\|161.01\|168.45\|149.00\|251896;2026-07-13\|141.56\|-4.99\|146.10\|151.36\|140.05\|168753;2026-07-14\|144.70\|2.22\|143.00\|145.85\|138.14\|127499;2026-07-15\|141.50\|-2.21\|144.94\|147.90\|139.28\|97938;2026-07-16\|135.88\|-3.97\|139.28\|143.86\|133.80\|106976;2026-07-17\|125.45\|-7.68\|134.53\|135.88\|122.98\|139611;2026-07-20\|125.56\|0.09\|127.63\|131.00\|122.60\|139882;2026-07-21\|150.67\|20.00\|140.00\|150.67\|135.43\|299587;2026-07-22\|149.48\|-0.79\|148.92\|156.50\|147.28\|221661;2026-07-23\|154.09\|3.08\|150.00\|156.94\|148.50\|180603;2026-07-24\|150.10\|-2.59\|151.30\|156.85\|150.10\|120850;2026-07-27\|153.77\|2.44\|149.50\|154.65\|147.50\|128605;2026-07-28\|142.02\|-7.64\|150.20\|151.49\|140.92\|145419;2026-07-29\|145.99\|2.80\|143.30\|149.65\|141.21\|138738;2026-07-30\|135.60\|-7.12\|144.24\|145.00\|129.02\|180806;2026-07-31\|141.65\|4.46\|143.50\|149.78\|141.23\|165799;2026-08-03\|137.63\|-2.84\|141.85\|143.90\|136.46\|115537;2026-08-04\|141.56\|2.86\|139.99\|143.58\|136.98\|86166;2026-08-05\|151.84\|7.26\|141.66\|153.81\|141.54\|118099;2026-08-06\|155.51\|2.42\|149.01\|159.18\|148.17\|108470;2026-08-07\|170.04\|9.34\|155.61\|170.80\|154.50\|146494;2026-08-10\|169.00\|-0.61\|170.20\|173.22\|165.00\|126313;2026-08-11\|166.75\|-1.33\|169.00\|175.42\|166.20\|133665;2026-08-12\|167.66\|0.55\|167.00\|168.60\|164.02\|87395;2026-08-13\|166.25\|-0.84\|169.30\|172.29\|166.04\|80327;2026-08-14\|166.01\|-0.14\|167.00\|169.57\|163.13\|89693;2026-08-17\|168.78\|1.67\|166.93\|170.89\|164.05\|117109;2026-08-18\|174.84\|3.59\|172.00\|179.00\|166.43\|181435;2026-08-19\|162.17\|-7.25\|171.00\|178.88\|160.50\|169150;2026-08-20\|159.88\|-1.41\|165.00\|167.77\|158.14\|108295;2026-08-21\|160.41\|0.33\|161.00\|167.00\|159.20\|94998;2026-08-24\|158.40\|-1.25\|160.45\|162.85\|155.35\|103319;2026-08-25\|158.27\|-0.08\|156.10\|159.08\|153.41\|88252;2026-08-26\|156.61\|-1.05\|157.80\|159.97\|156.01\|60227;2026-08-27\|161.70\|3.25\|157.60\|163.59\|156.78\|78700;2026-08-28\|161.70\|0.00\|160.50\|165.30\|160.50\|70170;2026-08-31\|185.00\|14.41\|166.55\|185.96\|163.60\|240759;2026-09-01\|180.99\|-2.17\|180.58\|183.43\|178.12\|116264;2026-09-02\|180.25\|-0.41\|180.50\|182.65\|174.83\|97024;2026-09-03\|180.66\|0.23\|180.50\|183.17\|177.60\|91997;2026-09-04\|180.45\|-0.12\|182.00\|185.99\|178.72\|107782;2026-09-07\|181.48\|0.57\|180.54\|183.28\|174.30\|130402;2026-09-08\|178.70\|-1.53\|181.00\|183.00\|178.02\|80822;2026-09-09\|182.02\|1.86\|179.15\|188.39\|179.15\|104508;2026-09-10\|183.43\|0.77\|180.53\|186.30\|179.19\|103423;2026-09-11\|178.98\|-2.43\|181.02\|182.00\|172.11\|21075724
121080	中报业绩密集披露	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商；预计上半年净利润同比增长117%-131%，在报告期内，覆铜板板块，面对原材料价格上涨、高端产品市场需求持续高速增长等影响，公司积极调整优化产品销售结构，并推动扩产产能及时释放，从而带动覆铜板销量上升，覆铜板产品营业收入及毛利增加，推动盈利水平提升； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-05-07\|82.00\|1.47\|82.42\|83.00\|80.00\|451021;2026-05-08\|82.00\|0.00\|80.53\|84.15\|80.10\|380322;2026-05-11\|83.66\|2.02\|82.62\|84.28\|81.00\|480487;2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218;2026-07-22\|126.00\|-7.13\|135.67\|140.19\|124.06\|823857;2026-07-23\|125.10\|-0.71\|129.00\|134.21\|123.80\|609987;2026-07-24\|118.71\|-5.11\|123.81\|123.99\|117.99\|604586;2026-07-27\|125.99\|6.13\|120.00\|125.99\|114.66\|575210;2026-07-28\|113.39\|-10.00\|119.42\|121.00\|113.39\|480574;2026-07-29\|108.18\|-4.59\|111.88\|112.70\|102.60\|887963;2026-07-30\|100.08\|-7.49\|105.00\|108.83\|97.51\|810983;2026-07-31\|105.64\|5.56\|110.09\|110.09\|105.44\|808423;2026-08-03\|102.03\|-3.42\|102.01\|105.88\|99.88\|532053;2026-08-04\|112.23\|10.00\|105.00\|112.23\|103.50\|609875;2026-08-05\|122.79\|9.41\|110.00\|123.45\|110.00\|893471;2026-08-06\|127.25\|3.63\|120.00\|130.99\|119.50\|760588;2026-08-07\|139.98\|10.00\|131.00\|139.98\|130.98\|783085;2026-08-10\|138.57\|-1.01\|141.98\|143.48\|134.39\|942162;2026-08-11\|135.30\|-2.36\|135.80\|140.58\|133.66\|587915;2026-08-12\|143.23\|5.86\|136.95\|145.55\|135.64\|764841;2026-08-13\|141.74\|-1.04\|146.08\|151.90\|141.63\|824227;2026-08-14\|143.21\|1.04\|144.00\|146.30\|139.70\|673037;2026-08-17\|144.49\|0.89\|145.90\|147.47\|140.51\|762217;2026-08-18\|139.41\|-3.52\|144.00\|145.47\|137.45\|736201;2026-08-19\|125.47\|-10.00\|132.00\|134.44\|125.47\|782925;2026-08-20\|126.28\|0.65\|128.19\|131.19\|124.16\|596152;2026-08-21\|132.80\|5.16\|126.03\|134.86\|124.88\|664758;2026-08-24\|126.30\|-4.89\|132.83\|134.00\|122.30\|637658;2026-08-25\|129.00\|2.14\|124.00\|132.00\|122.05\|635340;2026-08-26\|130.01\|0.78\|130.70\|131.99\|124.00\|586918;2026-08-27\|140.97\|8.43\|133.98\|143.01\|133.07\|1031748;2026-08-28\|145.65\|3.32\|140.01\|151.79\|138.41\|987078;2026-08-31\|153.40\|5.32\|141.00\|157.28\|141.00\|1038874;2026-09-01\|144.42\|-5.85\|152.00\|152.41\|143.70\|789206;2026-09-02\|144.98\|0.39\|139.00\|149.23\|138.99\|655882;2026-09-03\|143.19\|-1.23\|148.88\|149.38\|139.01\|635897;2026-09-04\|137.50\|-3.97\|145.20\|147.80\|135.47\|670208;2026-09-07\|148.15\|7.75\|140.25\|149.25\|139.80\|839356;2026-09-08\|146.28\|-1.26\|149.00\|151.25\|145.50\|690344;2026-09-09\|148.16\|1.29\|147.90\|151.88\|146.51\|589970;2026-09-10\|146.96\|-0.81\|145.02\|151.30\|145.00\|583540;2026-09-11\|148.47\|1.03\|143.55\|150.30\|138.43\|782947
121079	中报业绩密集披露	涨停揭秘：子公司已批量出货HDI电路板，适配英伟达GB200服务器主板；受益于GTC大会后AI算力基建加速，HDI板需求爆发；涨停缘由：GB200服务器采用高密度互连架构，单台HDI用量较上代提升3倍；公司已通过英伟达二级供应商认证并实现稳定交付；资金逻辑：主力资金近5日净流入3439万元，PCB板块受AI硬件链带动领涨，HDI细分方向获资金高度聚焦；风险提示：HDI业务占比尚低，2025年营收中HDI相关收入不足8%；客户集中度高，前五大客户占比达67.3%	公司Q2净利润预计环比增长417%-473%，业绩变动的原因主要是由于PCB主要原材料覆铜板及PP（半固化片）采购价格上涨，导致公司加大产品调价力度，并与主要客户达成了产品调价机制的共识	2026-05-07\|42.16\|3.77\|40.51\|42.43\|39.85\|141686;2026-05-08\|31.37\|4.22\|29.80\|31.77\|29.53\|190916;2026-05-11\|30.75\|-1.98\|31.32\|31.76\|30.25\|152877;2026-05-12\|29.60\|-3.74\|30.58\|30.65\|29.11\|118668;2026-05-13\|30.09\|1.66\|29.36\|30.40\|29.21\|107388;2026-05-14\|28.12\|-6.55\|30.11\|30.28\|28.10\|132229;2026-05-15\|27.53\|-2.10\|28.17\|28.99\|27.30\|139872;2026-05-18\|27.45\|-0.29\|27.48\|27.75\|27.00\|82646;2026-05-19\|27.39\|-0.22\|27.35\|27.50\|26.14\|96069;2026-05-20\|27.18\|-0.77\|27.10\|27.55\|26.77\|68567;2026-05-21\|26.22\|-3.53\|27.50\|28.35\|26.21\|119205;2026-05-22\|28.90\|10.22\|26.76\|29.28\|26.76\|170690;2026-05-25\|29.40\|1.73\|29.00\|30.55\|29.00\|176596;2026-05-26\|28.95\|-1.53\|29.26\|30.00\|28.33\|123769;2026-05-27\|27.51\|-4.97\|28.84\|28.99\|27.09\|123516;2026-05-28\|28.28\|2.80\|27.34\|28.62\|27.02\|115590;2026-05-29\|27.38\|-3.18\|28.38\|29.63\|27.13\|145610;2026-06-01\|27.82\|1.61\|27.47\|29.00\|27.00\|133145;2026-06-02\|29.80\|7.12\|27.70\|30.18\|27.56\|205792;2026-06-03\|29.56\|-0.81\|29.73\|31.29\|29.28\|297621;2026-06-04\|31.22\|5.62\|28.92\|31.22\|28.68\|234321;2026-06-05\|31.30\|0.26\|30.67\|32.01\|30.00\|245412;2026-06-08\|32.47\|3.74\|29.57\|32.78\|29.30\|248607;2026-06-09\|32.20\|-0.83\|32.48\|33.02\|31.00\|243451;2026-06-10\|26.87\|-16.55\|31.35\|31.35\|26.81\|236300;2026-06-11\|25.45\|-5.28\|26.09\|26.46\|25.01\|167409;2026-06-12\|25.30\|-0.59\|26.18\|27.20\|25.08\|151737;2026-06-15\|28.41\|12.29\|25.55\|28.82\|25.50\|205943;2026-06-16\|28.63\|0.77\|28.35\|29.00\|28.04\|138306;2026-06-17\|29.41\|2.72\|28.30\|30.12\|28.10\|149546;2026-06-18\|29.98\|1.94\|29.12\|30.09\|28.89\|139805;2026-06-22\|29.04\|-3.14\|30.01\|30.28\|28.08\|147352;2026-06-23\|27.45\|-5.48\|28.82\|28.82\|27.00\|112911;2026-06-24\|28.41\|3.50\|27.38\|28.70\|27.35\|143335;2026-06-25\|30.31\|6.69\|28.81\|31.17\|27.41\|220079;2026-06-26\|28.85\|-4.82\|30.31\|30.50\|27.63\|172156;2026-06-29\|27.48\|-4.75\|28.90\|29.75\|26.80\|142250;2026-06-30\|29.49\|7.31\|27.48\|29.69\|26.78\|142476;2026-07-01\|30.15\|2.24\|30.08\|30.68\|29.41\|153317;2026-07-02\|28.37\|-5.90\|29.50\|30.46\|28.29\|132750;2026-07-03\|30.07\|5.99\|28.45\|31.09\|27.91\|191284;2026-07-06\|30.78\|2.36\|30.12\|31.29\|28.66\|213594;2026-07-07\|31.68\|2.92\|30.23\|31.71\|30.00\|256395;2026-07-08\|26.73\|-15.62\|31.00\|31.16\|26.60\|226539;2026-07-09\|25.70\|-3.85\|26.98\|27.50\|24.00\|171207;2026-07-10\|25.48\|-0.86\|25.45\|26.30\|25.08\|115173;2026-07-13\|21.85\|-14.25\|25.02\|25.10\|21.81\|130154;2026-07-14\|22.32\|2.15\|21.65\|22.63\|21.29\|82031;2026-07-15\|21.40\|-4.12\|22.39\|22.56\|21.35\|62491;2026-07-16\|21.43\|0.14\|21.03\|21.98\|20.70\|61501;2026-07-17\|19.53\|-8.87\|21.20\|21.36\|19.44\|79634;2026-07-20\|17.36\|-11.11\|19.88\|19.95\|17.06\|99892;2026-07-21\|20.83\|19.99\|18.55\|20.83\|17.20\|145790;2026-07-22\|21.67\|4.03\|20.70\|23.13\|20.40\|159161;2026-07-23\|21.98\|1.43\|21.84\|22.45\|21.41\|102900;2026-07-24\|21.31\|-3.05\|21.88\|22.13\|21.30\|69733;2026-07-27\|23.09\|8.35\|21.10\|23.25\|21.10\|95226;2026-07-28\|22.20\|-3.85\|22.50\|23.08\|21.81\|79900;2026-07-29\|22.48\|1.26\|22.23\|22.52\|21.34\|74508;2026-07-30\|20.84\|-7.30\|22.01\|22.30\|20.61\|81551;2026-07-31\|21.10\|1.25\|22.18\|22.49\|21.08\|85297;2026-08-03\|20.84\|-1.23\|20.81\|21.21\|20.52\|49127;2026-08-04\|21.95\|5.33\|21.10\|21.97\|20.89\|66238;2026-08-05\|22.76\|3.69\|21.70\|23.25\|21.70\|82061;2026-08-06\|23.12\|1.58\|22.74\|23.49\|22.30\|79585;2026-08-07\|24.35\|5.32\|23.12\|24.38\|22.86\|110940;2026-08-10\|23.88\|-1.93\|24.35\|24.43\|23.45\|76506;2026-08-11\|23.80\|-0.34\|23.69\|24.25\|23.50\|56417;2026-08-12\|26.45\|11.13\|23.89\|27.60\|23.88\|200527;2026-08-13\|27.96\|5.71\|26.60\|29.16\|26.02\|247035;2026-08-14\|29.31\|4.83\|27.87\|29.50\|27.72\|221410;2026-08-17\|35.17\|19.99\|29.29\|35.17\|28.84\|345248;2026-08-18\|39.06\|11.06\|37.64\|42.00\|36.28\|500943;2026-08-19\|37.66\|-3.58\|39.00\|40.63\|37.37\|363744;2026-08-20\|36.71\|-2.52\|38.40\|38.83\|36.04\|270101;2026-08-21\|35.77\|-2.56\|36.58\|36.90\|35.23\|237238;2026-08-24\|33.48\|-6.40\|36.06\|36.09\|32.28\|214490;2026-08-25\|34.00\|1.55\|33.20\|34.54\|32.00\|186126;2026-08-26\|33.67\|-0.97\|33.81\|34.50\|32.55\|142931;2026-08-27\|34.78\|3.30\|33.70\|35.64\|33.70\|201951;2026-08-28\|33.88\|-2.59\|34.46\|35.85\|33.80\|162335;2026-08-31\|36.59\|8.00\|33.00\|36.86\|32.58\|219259;2026-09-01\|36.58\|-0.03\|36.65\|37.05\|35.52\|177847;2026-09-02\|36.15\|-1.18\|36.00\|37.18\|35.60\|124265;2026-09-03\|40.60\|12.31\|37.68\|41.13\|37.05\|288076;2026-09-04\|39.72\|-2.17\|40.60\|41.67\|39.05\|230319;2026-09-07\|40.93\|3.05\|40.26\|41.10\|39.50\|180565;2026-09-08\|40.30\|-1.54\|40.31\|41.46\|39.30\|143843;2026-09-09\|42.88\|6.40\|40.90\|43.44\|40.60\|199142;2026-09-10\|42.69\|-0.44\|42.70\|43.68\|41.85\|143215;2026-09-11\|41.90\|-1.85\|41.79\|42.69\|40.78\|127074
121078	中报业绩密集披露	半导体洁净室+新加坡布局+一季报倍增行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年3月13日年报，公司主营IC半导体、光电等高科技产业洁净室工程服务，服务中芯国际、台积电等头部客户，具备行业领先的“计算流体力学分析应用技术”等优势。 2、据2026年3月13日年报及2026年5月21日互动易，公司2025年净利润同比增40.30%创历史新高，主要因新加坡半导体投资火热，公司承接VSMC等大额高毛利项目，海外营收占比提升。 3、据2026年5月12日长江证券研报及2026年4月30日一季报，公司2026年一季度营收11.30亿元，同比增35.38%；归母净利润2.48亿元，同比增202.41%，主因新加坡项目持续推进结算。	公司主营洁净室工程，上半年净利润预增183%至226%，因“新加坡工程项目金额较大且毛利率相对较好。依托公司内部有效管理，公司发包策略成功，发包成本得到有效控制。该等项目持续推进，对本期净利润有一定贡献。美元对新加坡元汇率走强，公司持有美元存款形成的汇兑收益较多”	2026-05-07\|206.00\|2.08\|206.80\|209.70\|196.10\|65232;2026-05-08\|200.97\|-2.44\|202.22\|206.66\|198.01\|39610;2026-05-11\|206.20\|2.60\|204.00\|214.75\|203.05\|55459;2026-05-12\|194.90\|-5.48\|204.10\|208.00\|186.00\|89732;2026-05-13\|197.25\|1.21\|190.00\|199.33\|186.01\|49600;2026-05-14\|188.20\|-4.59\|197.00\|198.87\|185.21\|40046;2026-05-15\|190.70\|1.33\|188.00\|202.00\|186.80\|59427;2026-05-18\|183.26\|-3.06\|192.00\|195.68\|182.44\|48803;2026-05-19\|182.85\|-0.22\|181.00\|182.85\|170.03\|68813;2026-05-20\|188.70\|3.20\|182.63\|193.08\|182.63\|56261;2026-05-21\|176.90\|-6.25\|187.35\|192.80\|175.76\|52384;2026-05-22\|176.01\|-0.50\|177.00\|179.00\|170.40\|47081;2026-05-25\|177.69\|0.95\|176.00\|181.68\|173.15\|37733;2026-05-26\|165.11\|-7.08\|178.00\|178.00\|162.28\|65871;2026-05-27\|164.43\|-0.41\|167.30\|170.36\|163.10\|70030;2026-05-28\|160.11\|-2.63\|165.14\|165.99\|158.60\|52228;2026-05-29\|151.20\|-5.56\|160.00\|161.89\|149.90\|65855;2026-06-01\|146.56\|-3.07\|149.96\|152.70\|146.00\|43534;2026-06-02\|149.65\|2.11\|146.74\|152.45\|144.11\|42255;2026-06-03\|150.64\|0.66\|149.63\|155.10\|148.00\|50495;2026-06-04\|156.00\|3.56\|149.00\|157.00\|148.00\|74053;2026-06-05\|170.09\|9.03\|159.00\|171.35\|153.00\|125325;2026-06-08\|187.10\|10.00\|166.25\|187.10\|166.25\|101144;2026-06-09\|205.81\|10.00\|199.94\|205.81\|199.94\|32834;2026-06-10\|222.06\|7.90\|205.00\|226.39\|205.00\|179179;2026-06-11\|230.86\|3.96\|227.62\|237.57\|223.01\|105580;2026-06-12\|218.08\|-5.54\|242.80\|246.98\|215.48\|113689;2026-06-15\|215.39\|-1.23\|220.01\|224.62\|209.99\|99298;2026-06-16\|211.07\|-2.01\|215.39\|219.68\|207.00\|84424;2026-06-17\|232.18\|10.00\|207.00\|232.18\|206.31\|99759;2026-06-18\|215.52\|-7.18\|235.00\|247.65\|213.00\|140749;2026-06-22\|213.72\|-0.84\|214.88\|222.22\|205.00\|93353;2026-06-23\|210.80\|-1.37\|208.99\|214.64\|203.82\|60058;2026-06-24\|231.88\|10.00\|209.00\|231.88\|208.58\|64116;2026-06-25\|255.07\|10.00\|255.07\|255.07\|248.11\|26738;2026-06-26\|260.85\|2.27\|256.00\|270.36\|247.00\|140300;2026-06-29\|276.20\|5.88\|272.03\|283.57\|262.27\|152118;2026-06-30\|272.02\|-1.51\|276.18\|285.00\|263.96\|113180;2026-07-01\|257.81\|-5.22\|269.30\|270.65\|256.61\|89864;2026-07-02\|234.62\|-8.99\|247.00\|250.00\|232.13\|85992;2026-07-03\|235.89\|0.54\|229.52\|248.29\|223.33\|80438;2026-07-06\|227.80\|-3.43\|240.05\|240.05\|218.88\|58662;2026-07-07\|222.19\|-2.46\|224.61\|234.32\|220.50\|53218;2026-07-08\|219.29\|-1.31\|228.88\|233.80\|218.02\|56132;2026-07-09\|209.58\|-4.43\|216.84\|223.00\|200.95\|120808;2026-07-10\|214.58\|2.39\|216.00\|230.54\|214.55\|100597;2026-07-13\|207.90\|-3.11\|201.83\|224.57\|201.83\|100936;2026-07-14\|219.30\|5.48\|212.99\|223.36\|203.00\|96957;2026-07-15\|202.57\|-7.63\|223.44\|225.00\|197.41\|95533;2026-07-16\|188.29\|-7.05\|195.22\|200.50\|185.10\|65271;2026-07-17\|171.30\|-9.02\|184.29\|191.76\|170.92\|64471;2026-07-20\|154.17\|-10.00\|177.00\|177.70\|154.17\|72008;2026-07-21\|169.59\|10.00\|158.84\|169.59\|147.06\|86474;2026-07-22\|168.00\|-0.94\|169.00\|177.98\|166.00\|89501;2026-07-23\|163.35\|-2.77\|170.80\|172.00\|161.66\|53100;2026-07-24\|165.50\|1.32\|160.02\|172.98\|158.69\|61483;2026-07-27\|177.44\|7.21\|164.38\|178.25\|163.00\|86582;2026-07-28\|162.51\|-8.41\|172.05\|178.80\|160.49\|65483;2026-07-29\|161.24\|-0.78\|165.76\|171.71\|152.08\|88400;2026-07-30\|145.12\|-10.00\|158.26\|159.63\|145.12\|76451;2026-07-31\|148.59\|2.39\|156.72\|159.63\|148.04\|94313;2026-08-03\|136.82\|-7.92\|148.00\|148.00\|135.13\|85540;2026-08-04\|146.64\|7.18\|138.29\|148.39\|135.30\|77448;2026-08-05\|159.28\|8.62\|146.54\|161.30\|146.10\|89020;2026-08-06\|162.35\|1.93\|155.01\|166.88\|155.00\|75850;2026-08-07\|164.80\|1.51\|161.72\|168.20\|160.10\|70569;2026-08-10\|162.85\|-1.18\|166.00\|166.60\|158.33\|62953;2026-08-11\|163.37\|0.32\|162.82\|168.48\|161.36\|50311;2026-08-12\|166.38\|1.84\|164.99\|170.00\|161.80\|55478;2026-08-13\|161.52\|-2.92\|169.01\|170.62\|161.49\|64292;2026-08-14\|162.70\|0.73\|163.58\|165.10\|159.26\|49213;2026-08-17\|178.97\|10.00\|166.99\|178.97\|166.96\|38752;2026-08-18\|182.95\|2.22\|188.00\|189.50\|178.71\|118802;2026-08-19\|167.47\|-8.46\|175.18\|179.80\|165.64\|85180;2026-08-20\|168.67\|0.72\|170.65\|170.96\|164.34\|58903;2026-08-21\|166.99\|-1.00\|166.65\|171.29\|164.26\|45018;2026-08-24\|165.82\|-0.70\|166.18\|168.20\|160.59\|43474;2026-08-25\|160.91\|-2.96\|160.39\|164.33\|156.64\|55226;2026-08-26\|161.98\|0.67\|162.00\|163.76\|158.70\|38078;2026-08-27\|168.06\|3.75\|163.00\|168.94\|159.60\|52352;2026-08-28\|164.68\|-2.01\|166.41\|171.97\|164.48\|46631;2026-08-31\|165.31\|0.38\|159.00\|165.75\|158.90\|38170;2026-09-01\|157.43\|-4.77\|165.33\|165.76\|156.07\|42434;2026-09-02\|156.00\|-0.91\|155.32\|157.00\|153.87\|30369;2026-09-03\|155.00\|-0.64\|158.00\|159.02\|153.37\|24068;2026-09-04\|150.26\|-3.06\|156.20\|157.76\|149.00\|31099;2026-09-07\|156.00\|3.82\|152.17\|157.50\|151.17\|38709;2026-09-08\|158.39\|1.53\|155.48\|161.60\|152.68\|46733;2026-09-09\|159.65\|0.80\|158.39\|165.59\|158.20\|48623;2026-09-10\|160.00\|0.22\|158.52\|161.89\|157.20\|24892;2026-09-11\|155.03\|-3.11\|158.55\|158.70\|150.17\|37089
121077	中报业绩密集披露	中报预增+BBU电源+人形机器人+印尼建厂 1、据2026年7月14日公告，公司预计2026年上半年净利润4.7亿元至5.5亿元，同比增长41.09%至65.11%，主要系锂电池业务持续推进高端化战略，优化产品结构，高附加值产品销量占比提升带动业绩快速增长。 2、据2026年7月10日公告，公司拟投资2.9亿美元在印度尼西亚新建5GWh圆柱锂电池制造项目，建成后将大幅增强海外客户产品供应保障能力。 3、据2026年4月28日投资者关系活动记录表，公司BBU电源备电应用场景布局超3年，目前已开始放量出货；子公司天鹏电源是宇树科技重要供应商，合作可追溯至2020年。	1、公司上半年净利润同比预增41.09%—65.11%，报告期内，公司各项业务均保持良好的运营态势，尤其是锂电池业务，公司持续推进高端化战略，加大高端化的产品开发、场景及客户拓展。通过产品结构的不断优化，稳步提高高附加值产品销量占比，带动业绩同比快速增长； 2、全资子公司天鹏电源是国内高端工具类锂电池主要供应商，是宇树科技的重要供应商	2026-05-07\|22.61\|-0.53\|22.90\|22.95\|22.33\|916047;2026-05-08\|22.03\|-2.57\|22.58\|23.15\|21.89\|730257;2026-05-11\|22.78\|3.40\|22.49\|23.55\|22.48\|874972;2026-05-12\|22.81\|0.13\|22.99\|23.16\|22.55\|497419;2026-05-13\|24.49\|7.37\|22.56\|24.61\|22.28\|1083394;2026-05-14\|26.68\|8.94\|25.86\|26.94\|25.50\|1659286;2026-05-15\|25.91\|-2.89\|27.06\|27.39\|25.59\|1491601;2026-05-18\|27.93\|7.80\|25.73\|28.50\|25.50\|1317535;2026-05-19\|27.37\|-2.00\|28.35\|28.37\|26.70\|910796;2026-05-20\|26.88\|-1.79\|27.30\|27.94\|26.50\|737122;2026-05-21\|18.55\|2.54\|18.37\|19.90\|18.37\|1810742;2026-05-22\|20.41\|10.03\|18.57\|20.41\|18.09\|1676090;2026-05-25\|20.32\|-0.44\|20.99\|21.00\|18.89\|2143611;2026-05-26\|22.35\|9.99\|21.37\|22.35\|21.00\|2625800;2026-05-27\|22.78\|1.92\|22.00\|23.21\|22.00\|2219780;2026-05-28\|21.52\|-5.53\|22.68\|23.21\|21.20\|1757226;2026-05-29\|20.68\|-3.90\|21.52\|22.22\|20.51\|1615741;2026-06-01\|20.28\|-1.93\|21.09\|21.89\|20.23\|1205249;2026-06-02\|20.57\|1.43\|20.21\|20.67\|19.50\|1309005;2026-06-03\|19.93\|-3.11\|20.79\|21.26\|19.77\|1104321;2026-06-04\|20.85\|4.62\|19.79\|21.48\|19.59\|1457092;2026-06-05\|20.56\|-1.39\|20.77\|21.35\|20.24\|1084344;2026-06-08\|19.90\|-3.21\|19.90\|20.56\|19.65\|880959;2026-06-09\|21.59\|8.49\|20.50\|21.74\|20.01\|1379813;2026-06-10\|20.97\|-2.87\|21.47\|21.64\|20.45\|1137309;2026-06-11\|19.85\|-5.34\|20.60\|20.94\|19.71\|1126254;2026-06-12\|19.26\|-2.97\|20.11\|20.58\|19.02\|1480946;2026-06-15\|20.06\|4.15\|19.46\|20.60\|19.29\|1103273;2026-06-16\|20.98\|4.59\|20.35\|21.10\|19.82\|1190221;2026-06-17\|20.67\|-1.48\|20.74\|21.29\|20.34\|899258;2026-06-18\|20.40\|-1.31\|20.61\|21.10\|19.51\|1469998;2026-06-22\|22.16\|8.63\|20.50\|22.28\|20.33\|1801137;2026-06-23\|21.90\|-1.17\|21.81\|22.62\|21.40\|1547917;2026-06-24\|21.53\|-1.69\|21.74\|22.06\|20.00\|1458471;2026-06-25\|21.13\|-1.86\|21.45\|23.00\|20.36\|1799171;2026-06-26\|19.20\|-9.13\|20.70\|20.88\|19.11\|1438016;2026-06-29\|18.46\|-3.85\|19.20\|19.25\|18.00\|1093024;2026-06-30\|18.71\|1.35\|18.37\|19.00\|18.18\|864991;2026-07-01\|19.02\|1.66\|18.70\|19.73\|18.21\|960419;2026-07-02\|19.35\|1.74\|18.77\|20.80\|18.38\|1592760;2026-07-03\|20.34\|5.12\|19.46\|21.24\|19.33\|1590693;2026-07-06\|22.37\|9.98\|21.94\|22.37\|21.63\|1365176;2026-07-07\|20.79\|-7.06\|22.42\|22.52\|20.58\|1890600;2026-07-08\|19.89\|-4.33\|21.00\|21.80\|19.69\|1199030;2026-07-09\|20.52\|3.17\|20.11\|20.80\|19.10\|1202646;2026-07-10\|19.14\|-6.73\|20.21\|20.94\|19.11\|1243384;2026-07-13\|18.99\|-0.78\|19.15\|20.50\|18.88\|1530152;2026-07-14\|20.89\|10.01\|19.10\|20.89\|18.90\|1703245;2026-07-15\|20.54\|-1.68\|20.92\|21.45\|20.49\|1397955;2026-07-16\|18.49\|-9.98\|20.36\|20.48\|18.49\|1418070;2026-07-17\|16.64\|-10.01\|18.10\|18.48\|16.64\|1287042;2026-07-20\|15.66\|-5.89\|16.49\|16.96\|15.23\|1090450;2026-07-21\|17.23\|10.03\|15.67\|17.23\|15.67\|1008304;2026-07-22\|16.90\|-1.92\|17.00\|17.90\|16.88\|1079445;2026-07-23\|17.02\|0.71\|16.94\|17.25\|16.50\|744059;2026-07-24\|16.30\|-4.23\|16.58\|17.00\|16.15\|515912;2026-07-27\|17.03\|4.48\|16.45\|17.05\|15.84\|770811;2026-07-28\|16.06\|-5.70\|16.62\|16.94\|15.94\|598783;2026-07-29\|16.05\|-0.06\|15.90\|16.22\|15.14\|875885;2026-07-30\|15.12\|-5.79\|15.81\|16.04\|14.68\|854704;2026-07-31\|15.88\|5.03\|15.77\|16.47\|15.77\|940097;2026-08-03\|15.78\|-0.63\|15.90\|15.98\|15.51\|559249;2026-08-04\|16.37\|3.74\|15.90\|16.75\|15.83\|791044;2026-08-05\|16.79\|2.57\|16.21\|16.99\|16.15\|750872;2026-08-06\|16.99\|1.19\|16.70\|17.32\|16.46\|757462;2026-08-07\|17.65\|3.88\|17.06\|18.03\|16.81\|1064098;2026-08-10\|17.19\|-2.61\|17.84\|18.26\|16.88\|996250;2026-08-11\|17.74\|3.20\|17.03\|18.28\|16.92\|1029621;2026-08-12\|18.48\|4.17\|17.72\|18.72\|17.65\|1054293;2026-08-13\|18.51\|0.16\|18.48\|18.93\|18.31\|738090;2026-08-14\|18.86\|1.89\|18.40\|18.98\|18.36\|654909;2026-08-17\|19.45\|3.13\|18.86\|19.56\|18.63\|829112;2026-08-18\|19.16\|-1.49\|19.57\|20.25\|18.97\|866546;2026-08-19\|18.28\|-4.59\|18.88\|19.35\|18.15\|971217;2026-08-20\|18.00\|-1.53\|18.61\|18.69\|17.83\|635727;2026-08-21\|18.30\|1.67\|17.96\|18.55\|17.73\|559525;2026-08-24\|17.95\|-1.91\|18.58\|18.64\|17.75\|569366;2026-08-25\|17.65\|-1.67\|17.95\|17.95\|17.20\|463462;2026-08-26\|17.47\|-1.02\|17.66\|17.82\|17.40\|406586;2026-08-27\|17.85\|2.18\|17.57\|17.97\|17.28\|464832;2026-08-28\|17.67\|-1.01\|17.84\|18.06\|17.64\|357812;2026-08-31\|17.57\|-0.57\|17.40\|17.72\|17.11\|422392;2026-09-01\|17.90\|1.88\|17.61\|18.48\|17.13\|868648;2026-09-02\|17.33\|-3.18\|17.55\|17.58\|17.11\|580267;2026-09-03\|17.26\|-0.40\|17.53\|17.82\|17.03\|379242;2026-09-04\|16.86\|-2.32\|17.43\|17.96\|16.70\|669223;2026-09-07\|18.23\|8.13\|16.86\|18.29\|16.86\|995741;2026-09-08\|18.11\|-0.66\|18.23\|18.30\|17.85\|439976;2026-09-09\|17.80\|-1.71\|18.16\|18.40\|17.70\|377986;2026-09-10\|17.97\|0.96\|17.75\|18.09\|17.43\|343636;2026-09-11\|17.41\|-3.12\|17.88\|17.95\|17.21\|373604
121076	中报业绩密集披露	自研ASIC芯片+液冷服务器+参投沐曦+一季报扭亏行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月27日互动易，公司发布了寒烁、宙斯、雷神三款音视频领域自研ASIC芯片，相关业务还处于推广验证、量产备货等阶段，公司会根据市场情况及客户需求不断拓展自研芯片应用场景。 2、据2025年3月19日互动易：公司的液冷检测设备业务需要根据客户产品的性能参数等进行定制开发适配。 3、据2025年12月15日互动易，公司投资了沐曦集成电路（上海）股份有限公司，根据沐曦股份最新披露的科创板上市招股说明书，公司在沐曦股份上市发行后的持股比例约为0.21%。 4、据2026年4月29日公告，公司2026年一季度营收4457.54万元，同比增长13.88%，归母净利润170.98万元，同比扭亏为盈，主要系自产芯片销量增加带动营业收入增长。	1、公司预计上半年净利润1.25亿元—1.35亿元，同比扭亏，报告期内，公司传统专业视听业务新签合同下滑，专业芯片和人工智能等新业务尚未放量，营业收入同比下降9%左右。报告期末，公司持有沐曦股份股票数量为85.43万股，该笔投资对净利润影响额为1.58亿元； 2、公司与英伟达合作，对接的产品包括液冷测试平台、基于AI的检测平台、各种测试板卡等	2026-05-07\|143.00\|6.72\|136.00\|143.85\|132.30\|155556;2026-05-08\|142.61\|-0.27\|143.10\|144.68\|140.85\|82215;2026-05-11\|137.39\|-3.66\|140.96\|142.61\|137.03\|89053;2026-05-12\|130.63\|-4.92\|140.68\|143.38\|124.00\|159534;2026-05-13\|122.81\|-5.99\|127.85\|129.68\|122.03\|144708;2026-05-14\|118.95\|-3.14\|123.38\|123.76\|117.28\|104232;2026-05-15\|117.49\|-1.23\|119.99\|124.26\|115.50\|105264;2026-05-18\|119.97\|2.11\|114.00\|124.39\|113.26\|112322;2026-05-19\|125.40\|4.53\|119.98\|125.52\|118.00\|109242;2026-05-20\|126.51\|0.89\|125.40\|135.97\|123.38\|126039;2026-05-21\|120.27\|-4.93\|128.81\|129.51\|120.04\|86031;2026-05-22\|121.34\|0.89\|121.71\|124.30\|118.00\|65737;2026-05-25\|120.90\|-0.36\|119.95\|123.30\|119.00\|55316;2026-05-26\|119.00\|-1.57\|120.00\|120.50\|116.50\|58951;2026-05-27\|116.20\|-2.35\|118.94\|120.44\|115.01\|57058;2026-05-28\|116.80\|0.52\|116.39\|117.77\|112.40\|59309;2026-05-29\|112.01\|-4.10\|118.00\|118.50\|111.00\|61046;2026-06-01\|110.47\|-1.37\|111.99\|114.50\|109.01\|70145;2026-06-02\|110.81\|0.31\|110.66\|112.50\|108.38\|53711;2026-06-03\|114.90\|3.69\|109.99\|118.52\|109.83\|88648;2026-06-04\|126.39\|10.00\|117.42\|126.39\|117.19\|93525;2026-06-05\|135.02\|6.83\|133.00\|139.03\|130.00\|180413;2026-06-08\|129.33\|-4.21\|135.02\|137.37\|128.85\|178948;2026-06-09\|124.81\|-3.49\|132.80\|133.21\|123.50\|106400;2026-06-10\|115.77\|-7.24\|122.56\|123.75\|114.81\|91819;2026-06-11\|113.95\|-1.57\|114.00\|116.50\|108.66\|84312;2026-06-12\|111.27\|-2.35\|115.90\|119.45\|110.58\|83273;2026-06-15\|122.40\|10.00\|112.96\|122.40\|112.38\|45336;2026-06-16\|134.64\|10.00\|127.95\|134.64\|127.40\|68522;2026-06-17\|135.63\|0.74\|138.64\|143.50\|132.69\|143037;2026-06-18\|142.17\|4.90\|135.65\|144.99\|132.67\|99446;2026-06-22\|141.29\|-0.62\|144.41\|145.16\|136.44\|81835;2026-06-23\|136.88\|-3.12\|144.27\|146.50\|136.00\|81945;2026-06-24\|132.50\|-3.20\|136.17\|138.25\|131.50\|58741;2026-06-25\|129.94\|-1.93\|132.52\|133.77\|129.68\|53128;2026-06-26\|122.83\|-5.47\|129.08\|134.72\|122.83\|68887;2026-06-29\|135.11\|10.00\|125.00\|135.11\|123.88\|39346;2026-06-30\|134.61\|-0.37\|138.18\|142.03\|128.35\|110184;2026-07-01\|127.34\|-5.40\|136.30\|137.98\|126.56\|89926;2026-07-02\|121.60\|-4.51\|123.38\|128.81\|120.71\|65883;2026-07-03\|118.61\|-2.46\|121.60\|122.60\|118.50\|51997;2026-07-06\|115.80\|-2.37\|120.50\|122.76\|114.70\|60569;2026-07-07\|112.27\|-3.05\|117.94\|118.45\|111.03\|57485;2026-07-08\|107.49\|-4.26\|113.50\|113.80\|107.49\|54329;2026-07-09\|107.82\|0.31\|109.00\|109.00\|101.50\|77922;2026-07-10\|106.52\|-1.21\|106.46\|111.41\|106.46\|57245;2026-07-13\|99.13\|-6.94\|105.91\|106.50\|98.50\|64828;2026-07-14\|109.04\|10.00\|106.50\|109.04\|106.50\|21036;2026-07-15\|98.14\|-10.00\|117.36\|117.36\|98.14\|112092;2026-07-16\|97.09\|-1.07\|97.85\|100.59\|95.02\|68630;2026-07-17\|88.25\|-9.11\|95.70\|97.00\|87.38\|93652;2026-07-20\|82.81\|-6.16\|90.00\|91.00\|80.00\|105136;2026-07-21\|91.09\|10.00\|88.00\|91.09\|83.00\|107833;2026-07-22\|90.85\|-0.26\|90.52\|94.67\|89.21\|105187;2026-07-23\|91.73\|0.97\|92.64\|96.37\|91.01\|71882;2026-07-24\|89.06\|-2.91\|91.01\|91.30\|88.20\|47367;2026-07-27\|95.86\|7.64\|90.19\|96.12\|88.31\|74636;2026-07-28\|93.59\|-2.37\|92.66\|96.55\|92.50\|61577;2026-07-29\|92.93\|-0.71\|94.36\|94.59\|89.27\|61527;2026-07-30\|88.59\|-4.67\|92.00\|93.85\|86.72\|60386;2026-07-31\|91.24\|2.99\|94.58\|94.58\|91.20\|66236;2026-08-03\|91.27\|0.03\|90.50\|92.88\|90.25\|48005;2026-08-04\|94.56\|3.60\|92.68\|95.44\|91.48\|51895;2026-08-05\|98.80\|4.48\|92.90\|99.18\|92.50\|65381;2026-08-06\|98.32\|-0.49\|97.00\|99.79\|96.40\|54298;2026-08-07\|100.52\|2.24\|98.49\|100.87\|96.80\|59495;2026-08-10\|99.07\|-1.44\|101.40\|102.10\|97.30\|44911;2026-08-11\|99.52\|0.45\|98.62\|101.68\|97.58\|41596;2026-08-12\|100.61\|1.10\|99.80\|101.63\|99.36\|35693;2026-08-13\|98.79\|-1.81\|101.50\|102.86\|98.67\|42566;2026-08-14\|99.36\|0.58\|98.90\|99.80\|97.90\|32751;2026-08-17\|102.22\|2.88\|99.40\|102.24\|98.52\|44196;2026-08-18\|102.00\|-0.22\|103.00\|109.69\|101.02\|86291;2026-08-19\|94.45\|-7.40\|101.00\|101.00\|94.05\|67229;2026-08-20\|93.67\|-0.83\|96.00\|96.31\|92.64\|45523;2026-08-21\|98.26\|4.90\|93.94\|99.98\|92.18\|65309;2026-08-24\|95.88\|-2.42\|98.09\|102.09\|93.26\|56947;2026-08-25\|99.15\|3.41\|94.86\|99.68\|93.28\|58299;2026-08-26\|89.88\|-9.35\|98.74\|98.88\|89.24\|118585;2026-08-27\|93.60\|4.14\|89.35\|93.94\|89.26\|80818;2026-08-28\|91.04\|-2.73\|93.82\|96.16\|91.01\|56483;2026-08-31\|95.50\|4.90\|89.00\|95.52\|88.54\|54714;2026-09-01\|93.68\|-1.91\|96.50\|96.66\|93.04\|35795;2026-09-02\|92.20\|-1.58\|92.70\|94.20\|91.52\|28692;2026-09-03\|95.27\|3.33\|93.58\|96.49\|93.00\|68137;2026-09-04\|93.17\|-2.20\|95.92\|96.66\|92.54\|62596;2026-09-07\|93.03\|-0.15\|93.98\|94.50\|92.88\|36395;2026-09-08\|89.50\|-3.79\|93.50\|94.58\|87.00\|62301;2026-09-09\|88.03\|-1.64\|90.00\|91.28\|87.28\|46445;2026-09-10\|85.95\|-2.36\|87.50\|88.10\|85.86\|37334;2026-09-11\|83.58\|-2.76\|84.28\|84.70\|81.43\|48642

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股票代码

板块

涨停原因

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eastmoney_rank

细分板块

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yuanbaoreason